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
121899	中报业绩密集披露	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	1、公司上半年归母净利润预计同比增长104%至114%，业绩变动主要系受益于AI算力及高速通信等下游领域高景气需求，公司聚焦高端市场，优化产品结构，智能算力中心项目高效落地并释放效益； 2、国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707;2026-09-16\|124.20\|-1.34\|125.20\|127.98\|122.28\|210708;2026-09-17\|120.35\|-3.10\|124.00\|126.90\|119.50\|191642;2026-09-18\|121.20\|0.71\|122.80\|123.50\|117.51\|177087;2026-09-21\|120.86\|-0.28\|122.05\|125.00\|118.70\|176016;2026-09-22\|118.19\|-2.21\|122.78\|123.97\|117.18\|173907;2026-09-23\|119.00\|0.69\|118.18\|121.82\|117.51\|155491;2026-09-24\|114.08\|-4.13\|117.08\|119.60\|113.38\|151465;2026-09-28\|105.96\|-7.12\|113.51\|113.53\|105.18\|147074;2026-09-29\|110.50\|4.28\|105.29\|111.63\|105.00\|138145;2026-09-30\|108.00\|-2.26\|112.53\|112.70\|107.50\|78904;2026-10-08\|105.22\|-2.57\|108.04\|111.69\|103.70\|130490;2026-10-09\|101.20\|-3.82\|103.12\|103.69\|95.16\|166309;2026-10-12\|96.03\|-5.11\|99.80\|101.76\|95.88\|107317;2026-10-13\|100.62\|4.78\|92.00\|101.98\|91.00\|153346;2026-10-14\|99.86\|-0.76\|100.00\|103.73\|99.08\|120664;2026-10-15\|97.65\|-2.21\|94.71\|99.66\|94.70\|118627;2026-10-16\|95.25\|-2.46\|99.84\|99.84\|93.39\|112845;2026-10-19\|93.00\|-2.36\|94.00\|94.99\|89.13\|119062;2026-10-20\|93.10\|0.11\|92.04\|96.60\|91.52\|99518;2026-10-21\|93.24\|0.15\|94.50\|96.75\|92.78\|86878;2026-10-22\|86.45\|-7.28\|94.21\|94.50\|86.01\|141148;2026-10-23\|87.28\|0.96\|85.00\|87.68\|80.28\|137613;2026-10-26\|81.09\|-7.09\|86.10\|86.53\|80.05\|144750;2026-10-27\|77.55\|-4.37\|82.72\|84.18\|77.50\|105922;2026-10-28\|80.70\|4.06\|79.40\|81.99\|78.40\|129727;2026-10-29\|71.50\|-11.40\|79.51\|79.97\|71.28\|161945;2026-10-30\|65.33\|-8.63\|67.84\|70.77\|64.45\|208781;2026-11-02\|65.43\|0.15\|66.64\|67.60\|63.73\|159927;2026-11-03\|60.45\|-7.61\|64.13\|65.20\|59.58\|175410;2026-11-04\|68.59\|13.47\|61.65\|68.80\|59.97\|205428;2026-11-05\|67.25\|-1.95\|65.15\|69.75\|64.64\|184118;2026-11-06\|61.61\|-8.39\|62.88\|64.26\|60.00\|186098;2026-11-09\|62.81\|1.95\|62.83\|64.95\|60.83\|149337;2026-11-10\|64.58\|2.82\|66.00\|67.40\|64.33\|149129;2026-11-11\|69.98\|8.36\|64.17\|70.61\|64.09\|205557
121898	中报业绩密集披露	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093;2026-09-21\|231.70\|2.17\|228.18\|235.89\|226.78\|155663;2026-09-22\|226.50\|-2.24\|237.99\|239.01\|225.52\|162055;2026-09-23\|227.70\|0.53\|229.78\|232.90\|224.50\|135719;2026-09-24\|213.30\|-6.32\|228.60\|231.00\|212.18\|144412;2026-09-28\|204.60\|-4.08\|213.38\|219.20\|202.50\|138173;2026-09-29\|212.00\|3.62\|203.00\|215.20\|201.10\|145376;2026-09-30\|212.66\|0.31\|211.99\|219.77\|205.06\|156580;2026-10-08\|224.25\|5.45\|218.46\|233.00\|212.97\|251387;2026-10-09\|206.46\|-7.93\|215.50\|217.00\|201.83\|225964;2026-10-12\|185.81\|-10.00\|199.46\|201.00\|185.81\|188295;2026-10-13\|193.99\|4.40\|169.75\|195.78\|169.75\|231736;2026-10-14\|202.01\|4.13\|196.99\|209.00\|195.87\|200303;2026-10-15\|190.00\|-5.95\|195.00\|201.79\|190.00\|169723;2026-10-16\|189.99\|-0.01\|196.99\|198.98\|187.37\|138673;2026-10-19\|186.74\|-1.71\|188.90\|190.90\|173.58\|129608;2026-10-20\|192.42\|3.04\|185.50\|197.44\|179.80\|122092;2026-10-21\|202.68\|5.33\|199.00\|206.32\|195.01\|147071;2026-10-22\|189.90\|-6.31\|205.00\|205.50\|187.81\|145949;2026-10-23\|201.65\|6.19\|195.00\|208.89\|176.00\|339217;2026-10-26\|181.49\|-10.00\|185.63\|188.88\|181.49\|88773;2026-10-27\|163.34\|-10.00\|175.20\|177.60\|163.34\|238749;2026-10-28\|163.74\|0.24\|165.00\|170.20\|156.52\|231021;2026-10-29\|147.37\|-10.00\|155.00\|162.00\|147.37\|193252;2026-10-30\|147.29\|-0.05\|138.08\|158.97\|134.33\|245318;2026-11-02\|146.69\|-0.41\|150.08\|152.80\|143.02\|173159;2026-11-03\|132.02\|-10.00\|142.19\|148.54\|132.02\|210553;2026-11-04\|145.22\|10.00\|133.90\|145.22\|130.16\|234648;2026-11-05\|148.13\|2.00\|140.40\|151.60\|139.61\|234783;2026-11-06\|141.60\|-4.41\|134.00\|148.00\|133.42\|187241;2026-11-09\|148.51\|4.88\|143.72\|153.72\|138.70\|166289;2026-11-10\|146.20\|-1.56\|155.10\|157.90\|145.11\|178030;2026-11-11\|158.92\|8.70\|145.48\|160.80\|145.48\|207535
121897	中报业绩密集披露	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518;2026-11-09\|70.68\|0.27\|70.85\|73.39\|67.57\|944054;2026-11-10\|70.93\|0.35\|73.54\|75.58\|70.74\|1089547;2026-11-11\|76.88\|8.39\|69.14\|77.62\|69.10\|1403751
121896	中报业绩密集披露	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布；公司上半年业绩预增超9倍，主要因“2026年上半年覆铜板市场整体景气度向好，公司核心产品覆铜板及半固化片处于供不应求状态，销量同比增长叠加售价持续上行，推动公司毛利率提升，进而带动利润实现大幅增长”	2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.50\|1.25\|69.93\|71.50\|68.50\|498395;2026-09-10\|76.45\|10.00\|68.49\|76.45\|68.31\|649689;2026-09-11\|82.46\|7.86\|76.00\|84.00\|73.00\|1125354;2026-09-14\|82.50\|0.05\|78.51\|84.66\|77.00\|843039;2026-09-15\|83.99\|1.81\|82.00\|86.05\|81.51\|839909;2026-09-16\|82.42\|-1.87\|82.53\|83.86\|80.00\|739262;2026-09-17\|79.40\|-3.66\|81.50\|84.75\|79.40\|657580;2026-09-18\|80.86\|1.84\|80.34\|82.00\|77.90\|523031;2026-09-21\|81.38\|0.64\|82.00\|83.18\|80.60\|420656;2026-09-22\|85.58\|5.16\|82.70\|85.60\|81.05\|759325;2026-09-23\|87.15\|1.83\|83.80\|92.00\|83.00\|781141;2026-09-24\|80.88\|-7.19\|85.27\|85.42\|80.88\|510401;2026-09-28\|79.30\|-1.95\|78.30\|82.72\|77.14\|455609;2026-09-29\|83.03\|4.70\|77.81\|83.88\|76.01\|452693;2026-09-30\|79.45\|-4.31\|82.20\|83.00\|78.98\|353878;2026-10-08\|79.63\|0.23\|80.00\|82.72\|78.75\|331785;2026-10-09\|71.67\|-10.00\|76.92\|76.96\|71.67\|389143;2026-10-12\|64.50\|-10.00\|69.50\|70.00\|64.50\|380612;2026-10-13\|67.18\|4.16\|60.00\|70.23\|59.59\|472665;2026-10-14\|67.80\|0.92\|67.10\|70.87\|67.07\|431618;2026-10-15\|71.09\|4.85\|65.00\|72.80\|64.60\|523084;2026-10-16\|65.30\|-8.14\|70.99\|71.80\|64.83\|479931;2026-10-19\|64.26\|-1.59\|63.98\|65.76\|59.68\|395285;2026-10-20\|64.40\|0.22\|63.63\|65.99\|62.50\|305937;2026-10-21\|64.80\|0.62\|65.08\|66.96\|64.64\|284470;2026-10-22\|58.70\|-9.41\|64.60\|64.67\|58.60\|379828;2026-10-23\|60.44\|2.96\|58.65\|61.49\|54.33\|472878;2026-10-26\|54.40\|-9.99\|58.63\|58.90\|54.40\|382802;2026-10-27\|53.26\|-2.10\|55.49\|57.15\|53.11\|354507;2026-10-28\|58.59\|10.01\|58.59\|58.59\|57.67\|273094;2026-10-29\|57.89\|-1.19\|61.00\|62.93\|57.74\|747849;2026-10-30\|63.68\|10.00\|55.67\|63.68\|55.13\|666902;2026-11-02\|63.70\|0.03\|65.48\|67.66\|62.00\|822780;2026-11-03\|58.55\|-8.08\|62.00\|64.34\|57.89\|660005;2026-11-04\|64.41\|10.01\|58.66\|64.41\|55.90\|748150;2026-11-05\|65.88\|2.28\|61.45\|67.66\|61.30\|785169;2026-11-06\|65.95\|0.11\|61.01\|68.99\|59.30\|699814;2026-11-09\|66.03\|0.12\|66.58\|68.03\|64.48\|579843;2026-11-10\|65.49\|-0.82\|68.59\|68.59\|64.96\|541922;2026-11-11\|68.97\|5.31\|64.02\|71.80\|64.02\|693318
121895	中报业绩密集披露	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但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。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；预计上半年净利润同比增长283%-296%，主要因“消费电子、汽车零部件等传统核心业务经营根基稳固，业绩稳步提升，为公司筑牢稳定盈利基本盘；光模块业务整合效应初步显现，新增产能的爬坡及新客户的导入符合预期，收入与盈利实现较大增长；公司前期布局的数据中心相关产业投资逐步形成收益，有效增厚当期整体利润”	2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633;2026-11-05\|89.10\|-5.54\|87.80\|92.28\|85.46\|1806274;2026-11-06\|80.19\|-10.00\|80.19\|82.87\|80.19\|1524313;2026-11-09\|81.49\|1.62\|81.63\|84.19\|78.00\|1310891;2026-11-10\|83.69\|2.70\|86.00\|87.00\|83.27\|1239322;2026-11-11\|92.06\|10.00\|84.78\|92.06\|84.46\|1430002
121894	中报业绩密集披露	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228;2026-09-15\|152.71\|1.43\|150.00\|156.96\|149.50\|27680;2026-09-16\|159.99\|4.77\|153.60\|161.19\|151.88\|43762;2026-09-17\|158.59\|-0.88\|158.30\|164.10\|158.30\|32188;2026-09-18\|163.68\|3.21\|162.06\|164.58\|158.30\|43412;2026-09-21\|159.47\|-2.57\|164.80\|165.50\|159.11\|38607;2026-09-22\|159.87\|0.25\|163.00\|165.48\|159.09\|46268;2026-09-23\|158.73\|-0.71\|161.04\|161.49\|158.10\|22597;2026-09-24\|154.20\|-2.85\|157.75\|158.73\|154.15\|22309;2026-09-28\|143.65\|-6.84\|154.17\|154.17\|142.90\|31580;2026-09-29\|142.76\|-0.62\|143.20\|144.40\|141.18\|20250;2026-09-30\|139.46\|-2.31\|143.07\|144.00\|138.60\|17151;2026-10-08\|137.80\|-1.19\|139.74\|145.23\|136.53\|24276;2026-10-09\|132.50\|-3.85\|135.93\|136.50\|126.01\|39505;2026-10-12\|137.50\|3.77\|131.00\|142.34\|129.40\|50163;2026-10-13\|134.25\|-2.36\|132.65\|137.86\|128.88\|35198;2026-10-14\|127.14\|-5.30\|134.25\|134.28\|126.60\|32615;2026-10-15\|117.34\|-7.71\|120.00\|121.52\|115.97\|45787;2026-10-16\|115.67\|-1.42\|119.90\|121.51\|114.08\|49594;2026-10-19\|114.65\|-0.88\|113.35\|116.27\|109.90\|36111;2026-10-20\|114.77\|0.10\|113.66\|117.32\|112.98\|32953;2026-10-21\|114.25\|-0.45\|116.56\|117.60\|113.32\|26623;2026-10-22\|109.16\|-4.46\|114.05\|115.00\|109.00\|28764;2026-10-23\|110.16\|0.92\|106.43\|110.82\|100.88\|51951;2026-10-26\|104.69\|-4.97\|109.81\|109.81\|103.31\|29585;2026-10-27\|100.64\|-3.87\|106.65\|107.99\|100.62\|25487;2026-10-28\|104.65\|3.98\|103.00\|105.81\|101.03\|34707;2026-10-29\|101.69\|-2.83\|104.00\|104.58\|99.90\|41624;2026-10-30\|94.10\|-7.46\|94.00\|100.44\|93.59\|44054;2026-11-02\|96.81\|2.88\|95.54\|98.88\|92.94\|43881;2026-11-03\|90.25\|-6.78\|95.76\|96.00\|89.12\|44304;2026-11-04\|97.67\|8.22\|90.36\|98.30\|86.50\|67924;2026-11-05\|97.23\|-0.45\|93.71\|101.54\|93.65\|66354;2026-11-06\|93.52\|-3.82\|91.79\|95.05\|89.20\|55699;2026-11-09\|93.39\|-0.14\|95.88\|95.88\|91.68\|34768;2026-11-10\|93.96\|0.61\|95.80\|97.20\|93.39\|32483;2026-11-11\|98.00\|4.30\|93.95\|98.80\|93.30\|37819
121893	中报业绩密集披露	文生视频+豆包合作+数字体验+人形机器人行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据2025年2月7日互动易，公司已接入ChatGPT、文心一言、豆包AI和DeepSeek等通用大模型并完成私有化部署，用于创意、策划、CG渲染和3D内容生成。 2、据2025年4月17日年度报告，公司是中国数字展示行业龙头企业，主营业务依托CGI视效、VR/AR/MR等数字媒体技术打造公共文博、文化艺术及新文旅消费等线下沉浸式体验场景。 3、据证券时报网2025年11月20日消息，近日，风语筑与字节跳动旗下AI创作平台即梦AI达成合作，即梦AI将作为独家AIGC技术支持方，深度参与风语筑非遗数字化与新文旅业务。 4、据2025年8月29日半年度报告，公司设立“具身智能研究院”，与松延机器人签署战略合作，面向文化场馆、文旅街区提供“场景策划—内容生成—算法部署—硬件集成—持续运营”一体化具身智能解决方案。	1、公司预计上半年净利润同比增长430.91%至696.36%，报告期内，公司持续推进业务优化与经营提质，数字展示与数字化体验业务保持稳健发展，主营业务经营质量持续提升； 2、公司是中国数字展示行业龙头，依托具身智能研究院，联合宇树科技、松延动力等伙伴，将人形机器人导入数千座展馆，实现导览、演绎常态化运营，并打造具身智能展示中心	2026-07-02\|10.57\|5.49\|9.98\|11.02\|9.98\|753575;2026-07-03\|11.63\|10.03\|10.66\|11.63\|10.66\|896685;2026-07-06\|11.90\|2.32\|12.03\|12.79\|11.88\|1440873;2026-07-07\|11.63\|-2.27\|11.95\|12.20\|11.45\|891034;2026-07-08\|11.11\|-4.47\|11.48\|12.08\|11.05\|557760;2026-07-09\|11.33\|1.98\|11.37\|11.47\|10.71\|653613;2026-07-10\|11.60\|2.38\|11.10\|12.05\|11.10\|686948;2026-07-13\|10.55\|-9.05\|11.38\|11.67\|10.44\|566528;2026-07-14\|11.61\|10.05\|10.61\|11.61\|10.31\|605553;2026-07-15\|11.94\|2.84\|11.80\|12.34\|11.62\|852338;2026-07-16\|12.34\|3.35\|11.88\|12.70\|11.60\|940482;2026-07-17\|11.67\|-5.43\|11.94\|12.19\|11.62\|746788;2026-07-20\|12.02\|3.00\|11.47\|12.24\|11.47\|757706;2026-07-21\|11.82\|-1.66\|11.84\|11.98\|11.01\|752486;2026-07-22\|11.07\|-6.35\|11.59\|11.63\|10.74\|768524;2026-07-23\|10.50\|-5.15\|10.76\|10.79\|10.31\|647114;2026-07-24\|9.50\|-9.52\|10.15\|10.22\|9.48\|638324;2026-07-27\|9.68\|1.89\|9.22\|9.72\|9.22\|374224;2026-07-28\|9.64\|-0.41\|9.50\|9.95\|9.43\|415866;2026-07-29\|9.56\|-0.83\|9.60\|9.65\|9.25\|369798;2026-07-30\|9.28\|-2.93\|9.40\|9.60\|9.25\|344408;2026-07-31\|10.21\|10.02\|9.44\|10.21\|9.44\|830330;2026-08-03\|10.12\|-0.88\|10.41\|10.58\|10.06\|650397;2026-08-04\|11.13\|9.98\|10.28\|11.13\|10.18\|912477;2026-08-05\|11.38\|2.25\|11.00\|11.59\|10.90\|811423;2026-08-06\|11.40\|0.18\|11.23\|11.55\|11.12\|512123;2026-08-07\|11.35\|-0.44\|11.42\|11.47\|10.94\|389227;2026-08-10\|11.28\|-0.62\|11.40\|11.40\|11.04\|309958;2026-08-11\|11.34\|0.53\|11.29\|11.37\|11.09\|423924;2026-08-12\|12.47\|9.96\|11.38\|12.47\|11.33\|535828;2026-08-13\|13.72\|10.02\|12.30\|13.72\|12.10\|1428297;2026-08-14\|12.57\|-8.38\|13.72\|14.20\|12.37\|1493267;2026-08-17\|12.55\|-0.16\|12.82\|13.00\|12.31\|852810;2026-08-18\|12.26\|-2.31\|12.56\|12.73\|12.09\|600901;2026-08-19\|11.52\|-6.04\|12.27\|12.29\|11.48\|528596;2026-08-20\|11.51\|-0.09\|11.75\|11.85\|11.40\|393146;2026-08-21\|11.31\|-1.74\|11.47\|11.49\|11.16\|324044;2026-08-24\|11.02\|-2.56\|11.31\|11.39\|10.82\|349755;2026-08-25\|11.14\|1.09\|11.01\|11.17\|10.85\|361344;2026-08-26\|10.91\|-2.06\|11.07\|11.16\|10.76\|360373;2026-08-27\|11.09\|1.65\|10.91\|11.25\|10.89\|436487;2026-08-28\|11.15\|0.54\|11.36\|11.45\|11.03\|757527;2026-08-31\|11.88\|6.55\|11.14\|11.98\|11.10\|1016032;2026-09-01\|11.94\|0.51\|11.80\|12.30\|11.49\|1088664;2026-09-02\|12.06\|1.00\|11.80\|12.38\|11.70\|922935;2026-09-03\|12.09\|0.25\|11.94\|12.50\|11.85\|828196;2026-09-04\|12.39\|2.48\|11.91\|12.50\|11.81\|952292;2026-09-07\|12.19\|-1.61\|12.16\|12.25\|11.90\|662064;2026-09-08\|12.62\|3.53\|12.33\|13.40\|12.11\|1076872;2026-09-09\|12.91\|2.30\|12.30\|12.97\|11.68\|1051134;2026-09-10\|12.06\|-6.58\|12.63\|12.88\|12.01\|730081;2026-09-11\|13.27\|10.03\|11.85\|13.27\|11.83\|840534;2026-09-14\|12.96\|-2.34\|13.14\|13.59\|12.85\|1142965;2026-09-15\|12.33\|-4.86\|12.96\|13.13\|12.28\|813006;2026-09-16\|12.76\|3.49\|12.20\|13.06\|12.13\|700818;2026-09-17\|12.85\|0.71\|12.78\|13.19\|12.69\|705812;2026-09-18\|12.59\|-2.02\|12.67\|12.86\|12.52\|569796;2026-09-21\|12.90\|2.46\|12.72\|13.04\|12.58\|574389;2026-09-22\|13.14\|1.86\|13.05\|13.37\|12.90\|779491;2026-09-23\|12.69\|-3.42\|13.08\|13.14\|12.41\|627105;2026-09-24\|12.11\|-4.57\|12.59\|12.76\|12.07\|531207;2026-09-28\|11.52\|-4.87\|12.28\|12.29\|11.47\|419400;2026-09-29\|11.78\|2.26\|11.40\|11.92\|11.40\|321967;2026-09-30\|11.88\|0.85\|11.88\|12.14\|11.66\|316675;2026-10-08\|11.51\|-3.11\|11.91\|11.98\|11.42\|302561;2026-10-09\|12.00\|4.26\|11.53\|12.04\|10.88\|555371;2026-10-12\|12.34\|2.83\|12.00\|12.35\|11.81\|676309;2026-10-13\|13.57\|9.97\|12.30\|13.57\|11.94\|1011523;2026-10-14\|13.51\|-0.44\|13.57\|14.54\|13.48\|1468009;2026-10-15\|12.86\|-4.81\|12.99\|13.48\|12.83\|923061;2026-10-16\|12.64\|-1.71\|13.10\|13.45\|12.50\|688501;2026-10-19\|13.27\|4.98\|12.04\|13.70\|11.38\|1227323;2026-10-20\|14.23\|7.23\|13.28\|14.60\|12.89\|1424441;2026-10-21\|14.47\|1.69\|14.50\|15.14\|14.30\|1185873;2026-10-22\|13.35\|-7.74\|14.31\|14.83\|13.32\|844102;2026-10-23\|14.69\|10.04\|13.00\|14.69\|12.59\|993343;2026-10-26\|14.73\|0.27\|15.58\|15.98\|14.46\|1512930;2026-10-27\|13.82\|-6.18\|14.59\|14.81\|13.81\|995962;2026-10-28\|14.39\|4.12\|14.00\|15.20\|14.00\|1218261;2026-10-29\|13.35\|-7.23\|13.90\|14.35\|13.30\|913322;2026-10-30\|12.02\|-9.96\|12.85\|13.20\|12.02\|817825;2026-11-02\|13.22\|9.98\|11.78\|13.22\|11.11\|1082680;2026-11-03\|13.12\|-0.76\|13.43\|13.65\|12.96\|867194;2026-11-04\|13.43\|2.36\|13.12\|13.57\|12.77\|841611;2026-11-05\|14.04\|4.54\|13.27\|14.16\|13.20\|1012542;2026-11-06\|13.63\|-2.92\|13.40\|13.96\|13.40\|599296;2026-11-09\|13.94\|2.27\|13.80\|14.44\|13.61\|726695;2026-11-10\|15.33\|9.97\|14.13\|15.33\|13.97\|854264;2026-11-11\|16.86\|9.98\|15.77\|16.86\|15.40\|1247471
121892	中报业绩密集披露	中报预增+华为鲸鸿+互联网媒体+广告行业原因：据华创证券7月12日研报，大语言模型及多模态模型能力提升将带动广告行业从底层架构到投放模式全面升级，广告营销行业高频决策、目标函数清晰等特点有望助推新一代垂直智能体在广告营销领域优先诞生。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年归属于上市公司股东的净利润为1.35亿元至1.45亿元，同比增长63.69%至75.81%，主要系主营业务稳健发展，其中互联网媒体业务利润同比增长，且转让参股公司股权确认投资收益约0.67亿元。 2、据2025年年报及2026年7月3日互动易，公司自2021年9月起成为华为鲸鸿动能广告代理商，2025年持续保持铂金服务商级别，2026年代理业务正常有序开展，该平台作为整合华为全场景生态流量的数字化营销平台，触达用户规模超7亿。 3、据2025年年报，公司互联网媒体业务在PC端与移动端双线并行，移动端产品矩阵拥有超四百万月活用户，该业务报告期内实现收入同比增长56.96%，毛利同比增长87.92%。	公司预计上半年净利润同比增长63.69%至75.81%，报告期内，公司主营业务稳健发展，为本期净利润提供稳定支撑，其中互联网媒体业务保持了较好的盈利能力，利润同比增长；公司对外转让参股公司上海邑炎信息科技有限公司22.4128%的股权确认投资收益约为0.67亿元，计入非经常性损益，相关事项已于2026年6月完成	2026-07-02\|5.28\|0.19\|5.25\|5.49\|5.25\|397756;2026-07-03\|5.33\|0.95\|5.30\|5.39\|5.21\|300869;2026-07-06\|5.23\|-1.88\|5.31\|5.38\|5.22\|229054;2026-07-07\|5.10\|-2.49\|5.21\|5.29\|5.08\|217164;2026-07-08\|5.18\|1.57\|5.09\|5.21\|5.06\|260413;2026-07-09\|5.17\|-0.19\|5.17\|5.27\|5.06\|303247;2026-07-10\|5.33\|3.09\|5.13\|5.49\|5.04\|476647;2026-07-13\|5.13\|-3.75\|5.30\|5.38\|5.11\|343867;2026-07-14\|5.14\|0.19\|5.12\|5.16\|5.02\|283453;2026-07-15\|5.65\|9.92\|5.38\|5.65\|5.34\|484950;2026-07-16\|6.22\|10.09\|5.65\|6.22\|5.65\|832372;2026-07-17\|6.84\|9.97\|6.65\|6.84\|6.36\|2571447;2026-07-20\|6.34\|-7.31\|6.55\|6.73\|6.22\|2137278;2026-07-21\|6.92\|9.15\|6.36\|6.97\|6.34\|2830413;2026-07-22\|6.92\|0.00\|6.49\|7.23\|6.24\|2674280;2026-07-23\|6.90\|-0.29\|6.66\|6.94\|6.44\|1600945;2026-07-24\|6.47\|-6.23\|6.67\|7.19\|6.45\|1618197;2026-07-27\|7.12\|10.05\|6.43\|7.12\|6.17\|1248727;2026-07-28\|7.45\|4.63\|7.20\|7.82\|6.96\|2750806;2026-07-29\|7.17\|-3.76\|7.18\|7.37\|6.88\|1794978;2026-07-30\|6.81\|-5.02\|7.00\|7.36\|6.75\|1557878;2026-07-31\|7.49\|9.99\|6.60\|7.49\|6.60\|1404565;2026-08-03\|7.59\|1.34\|7.78\|7.94\|7.45\|2163218;2026-08-04\|7.64\|0.66\|7.58\|7.89\|7.51\|1862928;2026-08-05\|7.85\|2.75\|7.60\|7.88\|7.53\|2022919;2026-08-06\|7.50\|-4.46\|7.65\|7.75\|7.40\|1352490;2026-08-07\|7.66\|2.13\|7.51\|8.25\|7.21\|2595701;2026-08-10\|7.48\|-2.35\|7.62\|7.75\|7.38\|1564872;2026-08-11\|7.37\|-1.47\|7.43\|7.60\|7.35\|956093;2026-08-12\|7.42\|0.68\|7.42\|7.65\|7.25\|1071394;2026-08-13\|7.02\|-5.39\|7.34\|7.56\|7.01\|1479707;2026-08-14\|7.36\|4.84\|7.09\|7.72\|7.01\|2194693;2026-08-17\|7.00\|-4.89\|7.21\|7.30\|6.79\|1755452;2026-08-18\|6.66\|-4.86\|7.07\|7.08\|6.58\|1089178;2026-08-19\|6.38\|-4.20\|6.60\|6.63\|6.38\|622957;2026-08-20\|6.49\|1.72\|6.45\|6.54\|6.35\|510401;2026-08-21\|6.47\|-0.31\|6.41\|6.48\|6.36\|399784;2026-08-24\|6.44\|-0.46\|6.46\|6.51\|6.34\|395994;2026-08-25\|6.73\|4.50\|6.40\|6.75\|6.38\|777244;2026-08-26\|6.69\|-0.59\|6.72\|6.79\|6.60\|503021;2026-08-27\|6.70\|0.15\|6.67\|6.72\|6.62\|407338;2026-08-28\|6.67\|-0.45\|6.75\|6.82\|6.65\|600169;2026-08-31\|6.89\|3.30\|6.56\|6.90\|6.53\|793858;2026-09-01\|7.19\|4.35\|6.87\|7.26\|6.84\|1071691;2026-09-02\|7.07\|-1.67\|7.16\|7.18\|7.01\|620355;2026-09-03\|6.96\|-1.56\|7.10\|7.23\|6.90\|618032;2026-09-04\|7.10\|2.01\|7.07\|7.30\|7.05\|795977;2026-09-07\|7.08\|-0.28\|7.06\|7.12\|6.97\|450980;2026-09-08\|7.15\|0.99\|7.08\|7.19\|7.00\|479506;2026-09-09\|6.92\|-3.22\|7.08\|7.11\|6.83\|545780;2026-09-10\|6.90\|-0.29\|6.86\|7.14\|6.78\|421278;2026-09-11\|6.76\|-2.03\|6.82\|6.88\|6.66\|406289;2026-09-14\|6.76\|0.00\|6.74\|6.84\|6.70\|294891;2026-09-15\|6.61\|-2.22\|6.72\|6.82\|6.58\|292881;2026-09-16\|6.62\|0.15\|6.57\|6.66\|6.51\|256498;2026-09-17\|6.77\|2.27\|6.60\|6.81\|6.57\|356115;2026-09-18\|6.70\|-1.03\|6.77\|6.79\|6.66\|325465;2026-09-21\|6.77\|1.04\|6.74\|6.79\|6.67\|290786;2026-09-22\|7.45\|10.04\|7.34\|7.45\|7.03\|1734089;2026-09-23\|7.25\|-2.68\|7.75\|7.99\|7.23\|2423005;2026-09-24\|6.80\|-6.21\|7.14\|7.30\|6.79\|1519016;2026-09-28\|6.37\|-6.32\|6.69\|6.75\|6.35\|909934;2026-09-29\|6.65\|4.40\|6.32\|6.74\|6.30\|889798;2026-09-30\|6.56\|-1.35\|6.60\|6.69\|6.53\|517618;2026-10-08\|6.40\|-2.44\|6.58\|6.62\|6.33\|431380;2026-10-09\|6.75\|5.47\|6.38\|6.77\|6.22\|706658;2026-10-12\|6.87\|1.78\|6.71\|6.90\|6.65\|711740;2026-10-13\|6.94\|1.02\|6.74\|7.02\|6.58\|668773;2026-10-14\|6.90\|-0.58\|6.87\|7.00\|6.75\|503962;2026-10-15\|6.69\|-3.04\|6.75\|6.94\|6.66\|495810;2026-10-16\|6.47\|-3.29\|6.79\|6.87\|6.40\|495206;2026-10-19\|6.40\|-1.08\|6.40\|6.57\|6.23\|415990;2026-10-20\|6.50\|1.56\|6.38\|6.55\|6.31\|386713;2026-10-21\|6.48\|-0.31\|6.48\|6.65\|6.45\|374647;2026-10-22\|6.09\|-6.02\|6.45\|6.48\|6.07\|533694;2026-10-23\|6.39\|4.93\|5.96\|6.42\|5.87\|641590;2026-10-26\|6.47\|1.25\|6.36\|6.64\|6.25\|461986;2026-10-27\|6.22\|-3.86\|6.49\|6.56\|6.22\|320069;2026-10-28\|6.26\|0.64\|6.25\|6.35\|6.16\|306213;2026-10-29\|6.01\|-3.99\|6.22\|6.24\|6.00\|354911;2026-10-30\|6.61\|9.98\|6.47\|6.61\|6.41\|817209;2026-11-02\|6.89\|4.24\|6.42\|7.27\|6.19\|1712079;2026-11-03\|6.65\|-3.48\|6.74\|6.84\|6.57\|1219355;2026-11-04\|6.74\|1.35\|6.64\|6.79\|6.59\|857083;2026-11-05\|7.04\|4.45\|6.79\|7.15\|6.78\|1088550;2026-11-06\|6.85\|-2.70\|6.76\|7.02\|6.75\|705791;2026-11-09\|6.77\|-1.17\|6.90\|7.01\|6.76\|565981;2026-11-10\|7.06\|4.28\|6.82\|7.12\|6.79\|817184;2026-11-11\|7.02\|-0.57\|6.98\|7.08\|6.92\|574471
121891	中报业绩密集披露	2026中报预增+短剧/漫剧+卫星通信行业原因：国元证券发布研报称，近期人工智能技术应用持续落地，国产大模型的价值持续显现。建议持续关注人工智能应用层面的最新发展动态，特别是具备相关技术与用户生态优势，能充分受惠于下游企业人工智能部署增效的上市公司。公司原因： 1、据2026年7月10日公告，公司预计2026年上半年归母净利润4000万元至5500万元，同比增长1428.58%至2001.80%，主要系短剧、漫剧等内容商业模式快速迭代，市场推广需求显著提升，公司互联网业务收入实现增长。 2、据2026年5月20日投资者关系活动记录表，公司互联网营销业务实质系在腾讯、头条等媒体平台采购电子币转而销售给广告主或代理商，并已升级为集流量整合、精细化投放、转化变现及漫剧创作等增值服务于一体的综合型数字营销服务商。 3、据2025年年报及2026年5月20日投资者关系活动记录表，公司卫星通信运营业务2025年收入1.92亿元，同比增长11.32%；2026年初投资卫星产业链相关企业，并开发All-in-One一体化移动网络解决方案，开拓陆地卫星通信服务市场。	公司预计上半年净利同比增1429%—2002%，报告期内，公司互联网业务收入实现增长，主要受市场需求波动驱动。2025年第四季度以来，短剧、漫剧等内容商业模式快速迭代，市场推广需求显著提升，行业迎来阶段性红利窗口。公司紧抓市场机遇，积极布局相关业务，有效把握流量与变现机会，推动互联网业务收入实现增长。	2026-07-02\|10.40\|-0.86\|10.45\|10.72\|10.36\|382608;2026-07-03\|10.69\|2.79\|10.42\|10.79\|10.41\|438051;2026-07-06\|10.12\|-5.33\|10.75\|10.77\|10.12\|356589;2026-07-07\|9.92\|-1.98\|10.12\|10.40\|9.90\|299614;2026-07-08\|9.77\|-1.51\|9.94\|10.01\|9.69\|256435;2026-07-09\|9.95\|1.84\|9.64\|9.95\|9.50\|315842;2026-07-10\|10.95\|10.05\|10.95\|10.95\|10.95\|96599;2026-07-13\|11.60\|5.94\|11.49\|12.00\|11.18\|1640309;2026-07-14\|10.44\|-10.00\|11.09\|11.17\|10.44\|335334;2026-07-15\|10.43\|-0.10\|10.04\|10.82\|10.04\|944497;2026-07-16\|11.18\|7.19\|10.20\|11.47\|10.13\|1383863;2026-07-17\|11.51\|2.95\|11.19\|11.80\|11.11\|1438376;2026-07-20\|11.18\|-2.87\|11.40\|11.89\|11.03\|1311683;2026-07-21\|11.66\|4.29\|11.17\|11.66\|10.83\|1228510;2026-07-22\|11.40\|-2.23\|11.43\|11.96\|11.01\|1062255;2026-07-23\|11.03\|-3.25\|11.18\|11.37\|10.77\|880757;2026-07-24\|10.33\|-6.35\|10.73\|10.97\|10.33\|673139;2026-07-27\|10.68\|3.39\|10.21\|10.69\|9.97\|581891;2026-07-28\|10.82\|1.31\|10.58\|11.20\|10.52\|651596;2026-07-29\|10.70\|-1.11\|10.70\|10.87\|10.47\|472826;2026-07-30\|10.21\|-4.58\|10.58\|10.98\|10.16\|610942;2026-07-31\|11.23\|9.99\|10.54\|11.23\|10.52\|1186072;2026-08-03\|11.26\|0.27\|11.36\|11.46\|10.97\|934803;2026-08-04\|11.60\|3.02\|11.48\|11.64\|11.31\|817097;2026-08-05\|11.80\|1.72\|11.77\|11.95\|11.62\|836854;2026-08-06\|11.79\|-0.08\|11.75\|12.09\|11.65\|797742;2026-08-07\|11.93\|1.19\|11.88\|12.10\|11.63\|717139;2026-08-10\|11.90\|-0.25\|11.92\|11.96\|11.62\|512019;2026-08-11\|11.67\|-1.93\|11.88\|11.89\|11.64\|397884;2026-08-12\|11.99\|2.74\|11.66\|12.07\|11.59\|550977;2026-08-13\|11.79\|-1.67\|12.10\|12.44\|11.78\|686398;2026-08-14\|12.16\|3.14\|11.89\|12.87\|11.85\|1046931;2026-08-17\|12.08\|-0.66\|12.27\|12.30\|11.90\|630108;2026-08-18\|11.58\|-4.14\|12.10\|12.15\|11.46\|811312;2026-08-19\|10.53\|-9.07\|11.34\|11.44\|10.51\|744111;2026-08-20\|10.43\|-0.95\|10.73\|10.76\|10.34\|440527;2026-08-21\|10.40\|-0.29\|10.43\|10.45\|10.16\|335541;2026-08-24\|10.82\|4.04\|10.46\|11.38\|10.46\|942256;2026-08-25\|10.69\|-1.20\|10.52\|10.75\|10.25\|606771;2026-08-26\|10.62\|-0.65\|10.69\|10.80\|10.47\|449389;2026-08-27\|10.78\|1.51\|10.67\|10.78\|10.59\|453945;2026-08-28\|10.63\|-1.39\|10.83\|10.88\|10.61\|487930;2026-08-31\|11.06\|4.05\|10.44\|11.07\|10.40\|646832;2026-09-01\|11.03\|-0.27\|11.06\|11.24\|10.92\|540456;2026-09-02\|10.81\|-1.99\|10.90\|10.97\|10.77\|330307;2026-09-03\|10.72\|-0.83\|10.86\|10.90\|10.63\|276512;2026-09-04\|10.75\|0.28\|10.80\|11.13\|10.68\|474255;2026-09-07\|10.67\|-0.74\|10.76\|10.81\|10.58\|338402;2026-09-08\|10.78\|1.03\|10.74\|11.03\|10.70\|509518;2026-09-09\|10.55\|-2.13\|10.72\|10.74\|10.45\|450502;2026-09-10\|10.41\|-1.33\|10.46\|10.52\|10.34\|230731;2026-09-11\|10.27\|-1.34\|10.30\|10.35\|10.08\|299309;2026-09-14\|10.12\|-1.46\|10.20\|10.25\|10.08\|214127;2026-09-15\|9.90\|-2.17\|10.14\|10.15\|9.89\|289010;2026-09-16\|10.12\|2.22\|9.83\|10.13\|9.81\|282005;2026-09-17\|9.97\|-1.48\|10.01\|10.14\|9.93\|218774;2026-09-18\|10.09\|1.20\|10.07\|10.17\|10.03\|214851;2026-09-21\|10.14\|0.50\|10.12\|10.15\|10.08\|247814;2026-09-22\|10.22\|0.79\|10.19\|10.33\|10.15\|414014;2026-09-23\|10.00\|-2.15\|10.19\|10.19\|9.99\|276583;2026-09-24\|10.16\|1.60\|10.10\|10.42\|10.10\|562903;2026-09-28\|9.54\|-6.10\|10.01\|10.06\|9.51\|437045;2026-09-29\|9.42\|-1.26\|9.46\|9.55\|9.38\|243233;2026-09-30\|9.25\|-1.80\|9.49\|9.50\|9.23\|244648;2026-10-08\|9.14\|-1.19\|9.25\|9.39\|9.10\|193796;2026-10-09\|9.55\|4.49\|9.12\|9.59\|8.88\|415120;2026-10-12\|9.99\|4.61\|9.65\|10.17\|9.63\|764008;2026-10-13\|10.06\|0.70\|9.66\|10.41\|9.29\|729202;2026-10-14\|10.38\|3.18\|9.84\|10.65\|9.66\|1028923;2026-10-15\|9.87\|-4.91\|10.01\|10.40\|9.86\|683566;2026-10-16\|9.56\|-3.14\|10.04\|10.08\|9.47\|562211;2026-10-19\|9.52\|-0.42\|9.40\|9.73\|9.32\|384673;2026-10-20\|9.57\|0.53\|9.45\|9.65\|9.42\|292436;2026-10-21\|9.77\|2.09\|9.61\|9.90\|9.61\|426953;2026-10-22\|9.22\|-5.63\|9.71\|9.75\|9.22\|412062;2026-10-23\|9.41\|2.06\|9.00\|9.45\|8.59\|522871;2026-10-26\|9.70\|3.08\|9.41\|9.77\|9.31\|480128;2026-10-27\|8.90\|-8.25\|9.35\|9.52\|8.89\|607915;2026-10-28\|9.01\|1.24\|8.94\|9.13\|8.80\|366962;2026-10-29\|8.90\|-1.22\|8.91\|9.20\|8.74\|388721;2026-10-30\|8.36\|-6.07\|8.70\|8.90\|8.36\|412826;2026-11-02\|8.88\|6.22\|8.38\|8.94\|8.18\|501558;2026-11-03\|8.74\|-1.58\|8.79\|9.05\|8.66\|349723;2026-11-04\|9.07\|3.78\|8.74\|9.10\|8.70\|438052;2026-11-05\|9.62\|6.06\|9.21\|9.76\|9.11\|762171;2026-11-06\|9.32\|-3.12\|9.30\|9.58\|9.30\|417406;2026-11-09\|9.34\|0.21\|9.45\|9.64\|9.34\|442623;2026-11-10\|9.76\|4.50\|9.44\|9.77\|9.44\|592592;2026-11-11\|9.79\|0.31\|9.76\|9.84\|9.58\|526219
121890	中报业绩密集披露	2026中报预增+人形机器人+灵巧手行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，公司预计2026年上半年归母净利润1.84亿元至1.96亿元，同比增长55%至65%，主要系下游自动化设备市场回暖、公司订单好转及新兴业务放量带动。 2、据2026年5月14日机构调研，公司无框力矩电机2025年交付超12万台，同比增20倍以上；行星关节模组、谐波关节模组及21自由度灵巧手已获数十家主流人形机器人客户订单并批量供货，正建设年产200万台自动化产线。 3、公司是智能装备运动控制领域的行业领军企业，深耕智能制造主赛道，并以机器人核心部件为第二增长曲线，其机器人产品已进入国内80%主流人形机器人厂商供应体系。	国内智能装备运动控制领域龙头，预计中报净利润同比增长55%-65%，因“报告期内，公司业务订单情况有较大好转，叠加公司持续加大对重点战略性行业以及新兴业务领域的市场开拓力度，相关业务收入贡献逐步提升，对整体业绩形成积极带动。公司在新兴业务与第二增长曲线，也取得较大突破与显著增长。”	2026-07-02\|63.23\|10.00\|63.23\|63.23\|63.23\|35516;2026-07-03\|69.55\|10.00\|69.55\|69.55\|69.55\|55206;2026-07-06\|73.27\|5.35\|75.00\|76.51\|72.50\|594121;2026-07-07\|69.30\|-5.42\|72.85\|73.49\|68.32\|404104;2026-07-08\|64.12\|-7.47\|67.82\|68.58\|63.33\|251238;2026-07-09\|65.14\|1.59\|64.81\|65.94\|62.32\|174861;2026-07-10\|66.01\|1.34\|64.77\|70.50\|64.64\|247373;2026-07-13\|61.75\|-6.45\|64.65\|66.30\|61.50\|184645;2026-07-14\|61.60\|-0.24\|62.50\|62.99\|60.13\|126928;2026-07-15\|61.84\|0.80\|62.45\|62.90\|59.80\|157894;2026-07-16\|58.51\|-5.38\|60.54\|62.25\|58.16\|167111;2026-07-17\|56.00\|-4.29\|59.10\|59.48\|55.00\|172203;2026-07-20\|52.99\|-5.38\|57.29\|58.16\|51.42\|188968;2026-07-21\|56.56\|6.74\|53.94\|56.58\|51.18\|176864;2026-07-22\|57.70\|2.02\|56.12\|57.95\|54.85\|173171;2026-07-23\|60.06\|4.09\|56.00\|61.58\|55.78\|190483;2026-07-24\|58.28\|-2.96\|59.00\|60.34\|57.50\|110353;2026-07-27\|60.15\|3.21\|58.08\|61.07\|57.88\|113692;2026-07-28\|57.34\|-4.67\|59.59\|59.91\|57.02\|112476;2026-07-29\|57.65\|0.54\|58.00\|58.77\|55.95\|134523;2026-07-30\|52.15\|-9.54\|58.00\|58.00\|52.05\|154351;2026-07-31\|57.37\|10.01\|55.00\|57.37\|54.33\|133363;2026-08-03\|56.32\|-1.83\|57.82\|59.38\|55.82\|156318;2026-08-04\|56.75\|0.76\|56.32\|57.29\|54.66\|132411;2026-08-05\|60.02\|5.76\|56.41\|60.90\|56.09\|190538;2026-08-06\|60.39\|0.62\|59.52\|61.62\|59.18\|163246;2026-08-07\|60.82\|0.71\|60.85\|61.49\|58.87\|170790;2026-08-10\|58.85\|-3.24\|61.09\|61.50\|58.36\|143330;2026-08-11\|60.80\|3.31\|58.50\|61.39\|57.50\|204492;2026-08-12\|59.79\|-1.66\|60.10\|60.67\|59.02\|134524;2026-08-13\|61.31\|2.54\|60.14\|62.64\|59.59\|214030;2026-08-14\|60.42\|-1.45\|61.00\|61.46\|59.10\|153411;2026-08-17\|61.75\|2.20\|60.43\|61.85\|59.35\|135369;2026-08-18\|62.06\|0.50\|61.68\|62.86\|60.80\|195572;2026-08-19\|55.85\|-10.01\|60.08\|60.20\|55.85\|181543;2026-08-20\|54.54\|-2.35\|55.85\|55.85\|52.11\|166011;2026-08-21\|55.42\|1.61\|54.49\|56.20\|53.55\|105480;2026-08-24\|54.15\|-2.29\|55.30\|56.00\|53.00\|89601;2026-08-25\|55.40\|2.31\|53.69\|56.10\|52.72\|82778;2026-08-26\|55.29\|-0.20\|55.40\|56.25\|54.67\|74047;2026-08-27\|56.20\|1.65\|56.02\|56.87\|55.21\|92347;2026-08-28\|56.41\|0.37\|56.40\|59.20\|56.35\|138727;2026-08-31\|57.15\|1.31\|55.50\|57.46\|55.07\|104829;2026-09-01\|55.40\|-3.06\|57.07\|57.38\|55.00\|87268;2026-09-02\|54.28\|-2.02\|54.00\|54.99\|53.90\|57430;2026-09-03\|55.05\|1.42\|54.88\|56.00\|54.13\|61605;2026-09-04\|53.02\|-3.69\|55.22\|56.30\|52.66\|88272;2026-09-07\|54.33\|2.47\|52.95\|54.98\|52.86\|73362;2026-09-08\|53.38\|-1.75\|54.18\|54.83\|53.20\|51152;2026-09-09\|52.96\|-0.79\|53.48\|54.46\|52.73\|45951;2026-09-10\|51.91\|-1.98\|52.66\|52.99\|51.87\|45782;2026-09-11\|50.84\|-2.06\|51.39\|51.80\|49.69\|60340;2026-09-14\|52.03\|2.34\|50.66\|52.30\|50.00\|50790;2026-09-15\|52.06\|0.06\|51.87\|52.50\|51.33\|36367;2026-09-16\|52.86\|1.54\|52.06\|53.44\|51.63\|43236;2026-09-17\|54.28\|2.69\|52.72\|54.79\|52.58\|65363;2026-09-18\|55.18\|1.66\|54.95\|55.36\|54.40\|64377;2026-09-21\|54.39\|-1.43\|55.28\|55.81\|54.25\|55082;2026-09-22\|54.06\|-0.61\|54.66\|55.32\|53.81\|42189;2026-09-23\|54.14\|0.15\|54.55\|54.55\|53.60\|33819;2026-09-24\|53.99\|-0.28\|54.00\|55.38\|53.70\|48074;2026-09-28\|52.00\|-3.69\|53.89\|54.00\|51.44\|57502;2026-09-29\|51.76\|-0.46\|51.81\|52.65\|51.13\|41017;2026-09-30\|52.47\|1.37\|52.00\|53.05\|51.31\|60417;2026-10-08\|50.53\|-3.70\|52.33\|52.39\|50.16\|51342;2026-10-09\|55.58\|9.99\|50.18\|55.58\|48.35\|132489;2026-10-12\|52.87\|-4.88\|54.30\|54.93\|52.56\|135705;2026-10-13\|56.37\|6.62\|52.56\|57.10\|51.97\|172818;2026-10-14\|54.46\|-3.39\|56.00\|56.96\|54.26\|110885;2026-10-15\|49.29\|-9.49\|53.40\|55.10\|49.11\|162706;2026-10-16\|48.70\|-1.20\|50.18\|50.66\|48.37\|120608;2026-10-19\|48.67\|-0.06\|47.96\|49.69\|45.14\|149037;2026-10-20\|51.12\|5.03\|48.49\|51.68\|48.24\|137270;2026-10-21\|51.13\|0.02\|51.99\|52.30\|50.17\|96249;2026-10-22\|49.23\|-3.72\|51.00\|52.18\|49.20\|99261;2026-10-23\|54.15\|9.99\|48.32\|54.15\|46.69\|197344;2026-10-26\|54.16\|0.02\|55.86\|56.85\|53.74\|291245;2026-10-27\|55.54\|2.55\|54.65\|57.83\|53.86\|275127;2026-10-28\|57.03\|2.68\|55.54\|60.35\|54.01\|378548;2026-10-29\|54.49\|-4.45\|55.49\|57.20\|54.06\|220703;2026-10-30\|50.00\|-8.24\|52.72\|56.12\|49.96\|216605;2026-11-02\|50.96\|1.92\|50.57\|51.76\|46.50\|227193;2026-11-03\|48.73\|-4.38\|50.20\|50.67\|48.28\|132586;2026-11-04\|51.50\|5.68\|48.72\|52.25\|47.11\|223948;2026-11-05\|52.50\|1.94\|50.70\|53.55\|49.52\|162344;2026-11-06\|50.00\|-4.76\|49.69\|51.88\|49.27\|125057;2026-11-09\|52.80\|5.60\|51.01\|54.50\|50.99\|182728;2026-11-10\|55.98\|6.02\|54.00\|57.53\|53.57\|195326;2026-11-11\|58.23\|4.02\|55.50\|59.31\|55.46\|178336
121889	美股光通信板块集体大涨	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	2026-07-02\|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;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444;2026-09-09\|41.58\|3.66\|40.14\|44.00\|38.72\|1691715;2026-09-10\|39.30\|-5.48\|39.50\|40.28\|38.77\|1052285;2026-09-11\|40.71\|3.59\|37.80\|41.01\|37.80\|1080265;2026-09-14\|41.47\|1.87\|39.40\|43.00\|36.64\|1103911;2026-09-15\|41.04\|-1.04\|40.38\|42.97\|39.88\|933676;2026-09-16\|40.27\|-1.88\|40.70\|42.14\|40.17\|930226;2026-09-17\|38.63\|-4.07\|39.84\|41.60\|38.53\|931221;2026-09-18\|39.91\|3.31\|39.30\|40.88\|37.92\|1019400;2026-09-21\|40.68\|1.93\|40.10\|41.19\|39.77\|796135;2026-09-22\|38.79\|-4.65\|41.49\|41.50\|38.67\|867072;2026-09-23\|37.74\|-2.71\|38.55\|38.90\|37.55\|549264;2026-09-24\|36.35\|-3.68\|37.54\|37.70\|36.21\|427621;2026-09-28\|33.29\|-8.42\|36.21\|36.22\|33.01\|528913;2026-09-29\|33.69\|1.20\|33.00\|33.98\|32.76\|347765;2026-09-30\|32.75\|-2.79\|34.30\|34.49\|32.64\|364189;2026-10-08\|32.09\|-2.02\|32.95\|33.38\|31.70\|331513;2026-10-09\|31.29\|-2.49\|31.99\|31.99\|29.74\|381570;2026-10-12\|29.90\|-4.44\|31.05\|31.19\|29.88\|251587;2026-10-13\|30.48\|1.94\|28.50\|30.88\|28.30\|386290;2026-10-14\|30.04\|-1.44\|30.35\|31.70\|29.99\|469759;2026-10-15\|30.14\|0.33\|28.87\|31.44\|28.27\|623082;2026-10-16\|32.39\|7.47\|30.99\|33.15\|30.22\|1085535;2026-10-19\|33.74\|4.17\|32.20\|33.85\|30.95\|961676;2026-10-20\|32.39\|-4.00\|32.30\|33.68\|32.05\|777411;2026-10-21\|31.85\|-1.67\|32.19\|33.25\|31.78\|552972;2026-10-22\|29.01\|-8.92\|31.10\|31.56\|28.78\|668364;2026-10-23\|28.78\|-0.79\|28.59\|29.02\|27.02\|620088;2026-10-26\|26.56\|-7.71\|28.41\|28.59\|26.50\|451974;2026-10-27\|25.81\|-2.82\|27.28\|27.52\|25.77\|353773;2026-10-28\|27.15\|5.19\|26.60\|27.15\|25.85\|481971;2026-10-29\|24.44\|-9.98\|25.51\|25.99\|24.44\|607451;2026-10-30\|22.24\|-9.00\|22.90\|23.95\|22.17\|562723;2026-11-02\|22.80\|2.52\|22.68\|23.13\|21.81\|488820;2026-11-03\|21.92\|-3.86\|22.70\|23.50\|21.75\|507506;2026-11-04\|23.29\|6.25\|22.14\|23.50\|21.03\|683462;2026-11-05\|23.65\|1.55\|22.47\|24.37\|22.29\|612351;2026-11-06\|23.17\|-2.03\|22.46\|24.00\|22.09\|472309;2026-11-09\|23.43\|1.12\|23.57\|24.13\|23.38\|382287;2026-11-10\|23.64\|0.90\|24.07\|24.18\|23.45\|325946;2026-11-11\|24.78\|4.82\|23.40\|24.99\|23.32\|547205
121888	美股光通信板块集体大涨	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558;2026-07-20\|15.35\|-10.02\|17.04\|17.25\|15.35\|1322384;2026-07-21\|16.12\|5.02\|15.40\|16.20\|13.82\|1690475;2026-07-22\|15.25\|-5.40\|15.88\|16.37\|15.00\|1261086;2026-07-23\|15.61\|2.36\|15.57\|16.32\|15.14\|1167385;2026-07-24\|14.65\|-6.15\|15.38\|15.58\|14.52\|870418;2026-07-27\|15.48\|5.67\|14.72\|15.50\|14.45\|845057;2026-07-28\|14.43\|-6.78\|15.36\|15.71\|14.23\|896696;2026-07-29\|13.92\|-3.53\|14.28\|14.46\|13.50\|1033508;2026-07-30\|12.82\|-7.90\|13.95\|14.07\|12.62\|1005949;2026-07-31\|13.29\|3.67\|13.65\|14.10\|13.25\|1102868;2026-08-03\|13.26\|-0.23\|13.28\|13.50\|13.07\|841611;2026-08-04\|14.16\|6.79\|13.63\|14.28\|13.25\|1159955;2026-08-05\|15.14\|6.92\|13.77\|15.31\|13.75\|1405468;2026-08-06\|15.60\|3.04\|14.98\|15.83\|14.92\|1361342;2026-08-07\|16.16\|3.59\|15.76\|16.41\|15.30\|1486269;2026-08-10\|15.66\|-3.09\|16.43\|16.56\|15.14\|1429745;2026-08-11\|15.78\|0.77\|15.30\|16.13\|15.26\|1023377;2026-08-12\|16.40\|3.93\|15.79\|16.71\|15.72\|1187907;2026-08-13\|15.81\|-3.60\|16.55\|16.87\|15.79\|1294329;2026-08-14\|16.48\|4.24\|16.09\|16.69\|15.82\|1521678;2026-08-17\|17.17\|4.19\|16.49\|17.22\|16.49\|1459870;2026-08-18\|17.10\|-0.41\|17.17\|17.80\|16.66\|1591938;2026-08-19\|15.40\|-9.94\|16.37\|16.48\|15.39\|1381985;2026-08-20\|16.60\|7.79\|15.62\|16.90\|15.23\|1839844;2026-08-21\|16.92\|1.93\|16.56\|17.30\|16.01\|2163411;2026-08-24\|16.16\|-4.49\|16.89\|16.89\|15.30\|2078804;2026-08-25\|16.20\|0.25\|16.15\|16.80\|15.15\|1987135;2026-08-26\|17.32\|6.91\|16.25\|17.74\|16.23\|2703487;2026-08-27\|17.95\|3.64\|17.04\|18.19\|16.91\|2664541;2026-08-28\|18.65\|3.90\|17.80\|19.28\|17.72\|2635052;2026-08-31\|19.08\|2.31\|18.08\|19.95\|18.08\|3015240;2026-09-01\|17.73\|-7.08\|18.89\|18.89\|17.69\|2141111;2026-09-02\|19.50\|9.98\|17.75\|19.50\|17.75\|1802350;2026-09-03\|21.05\|7.95\|19.64\|21.44\|19.35\|3710303;2026-09-04\|21.20\|0.71\|21.05\|21.97\|20.51\|3427359;2026-09-07\|20.88\|-1.51\|20.98\|21.11\|20.01\|2415529;2026-09-08\|22.66\|8.52\|21.01\|22.86\|20.47\|3246203;2026-09-09\|24.93\|10.02\|22.33\|24.93\|22.08\|3126631;2026-09-10\|24.10\|-3.33\|24.20\|26.68\|23.68\|4028694;2026-09-11\|25.35\|5.19\|23.20\|25.51\|22.89\|3638499;2026-09-14\|24.36\|-3.91\|24.10\|25.40\|23.68\|2562143;2026-09-15\|21.92\|-10.02\|23.77\|24.41\|21.92\|2771440;2026-09-16\|21.86\|-0.27\|21.45\|22.59\|21.18\|2743193;2026-09-17\|21.30\|-2.56\|21.53\|22.69\|21.28\|2497857;2026-09-18\|21.41\|0.52\|21.73\|21.90\|21.01\|1988454;2026-09-21\|22.94\|7.15\|21.69\|23.55\|21.61\|3036126;2026-09-22\|22.03\|-3.97\|22.94\|22.97\|21.92\|2379244;2026-09-23\|21.03\|-4.54\|21.96\|22.00\|20.80\|1807030;2026-09-24\|19.83\|-5.71\|20.78\|20.88\|19.78\|1553124;2026-09-28\|18.09\|-8.77\|19.84\|19.94\|17.95\|1537628;2026-09-29\|18.03\|-0.33\|17.95\|18.18\|17.78\|926625;2026-09-30\|17.65\|-2.11\|18.32\|18.38\|17.52\|850779;2026-10-08\|17.11\|-3.06\|17.65\|18.00\|16.97\|823041;2026-10-09\|17.11\|0.00\|16.88\|17.23\|16.25\|1131138;2026-10-12\|16.16\|-5.55\|17.09\|17.09\|16.16\|734333;2026-10-13\|16.54\|2.35\|15.60\|16.69\|15.36\|979232;2026-10-14\|16.93\|2.36\|16.50\|17.46\|16.45\|1685808;2026-10-15\|18.08\|6.79\|16.40\|18.30\|15.83\|2423619;2026-10-16\|19.24\|6.42\|18.08\|19.24\|17.80\|2574259;2026-10-19\|18.63\|-3.17\|18.90\|19.18\|17.90\|1779454;2026-10-20\|17.17\|-7.84\|18.15\|18.39\|16.95\|1947241;2026-10-21\|17.20\|0.17\|17.35\|18.30\|17.00\|1484672;2026-10-22\|15.83\|-7.97\|16.99\|17.50\|15.75\|1602478;2026-10-23\|15.60\|-1.45\|15.21\|15.85\|14.30\|1550755;2026-10-26\|14.60\|-6.41\|15.50\|15.50\|14.55\|958594;2026-10-27\|13.89\|-4.86\|14.81\|15.15\|13.87\|938751;2026-10-28\|14.59\|5.04\|14.17\|14.64\|13.83\|1108238;2026-10-29\|14.27\|-2.19\|14.69\|14.97\|14.26\|1228536;2026-10-30\|13.57\|-4.91\|13.64\|14.30\|13.30\|1115229;2026-11-02\|13.68\|0.81\|13.64\|13.85\|13.17\|936933;2026-11-03\|13.22\|-3.36\|13.71\|14.27\|13.15\|1182566;2026-11-04\|13.97\|5.67\|13.22\|14.13\|12.73\|1450344;2026-11-05\|14.29\|2.29\|13.75\|14.69\|13.61\|1265919;2026-11-06\|14.20\|-0.63\|13.62\|14.83\|13.52\|1345306;2026-11-09\|14.25\|0.35\|14.40\|14.65\|14.21\|862931;2026-11-10\|14.43\|1.26\|14.52\|14.63\|14.23\|771974;2026-11-11\|14.94\|3.53\|14.25\|15.13\|14.16\|1252678
121887	美股光通信板块集体大涨	CPO+硅光芯片+消费电子行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2025年6月5日互动易，可川光子首条400G/800G高速光模块生产线已正式投产启用，具备从硅光芯片设计到模块检测的全链条量产能力。 2、据2026年4月30日年报，公司在苏州成立可川光子，致力于高速硅光芯片设计和高速光模块的研发、生产，单通道100G硅光芯片已完成首次流片。 3、据2025年9月12日发行保荐书，公司主营业务为功能性器件的设计、研发、生产和销售，产品最终应用于苹果、联想、华为等知名消费电子终端品牌产品。	1、知名牛散屠文斌家族举牌公司。 2、子公司可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用。	2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154;2026-07-23\|52.30\|0.48\|52.21\|54.46\|51.52\|35198;2026-07-24\|50.99\|-2.50\|51.99\|52.84\|50.55\|29763;2026-07-27\|53.12\|4.18\|51.35\|53.20\|50.93\|32730;2026-07-28\|50.00\|-5.87\|52.37\|53.44\|49.50\|27840;2026-07-29\|47.92\|-4.16\|49.98\|50.16\|45.50\|41964;2026-07-30\|44.30\|-7.55\|47.92\|48.10\|43.90\|39711;2026-07-31\|46.49\|4.94\|47.37\|48.73\|46.49\|53368;2026-08-03\|46.98\|1.05\|45.92\|47.77\|45.67\|45098;2026-08-04\|50.08\|6.60\|48.00\|50.41\|47.45\|41597;2026-08-05\|51.78\|3.39\|47.13\|52.40\|47.13\|45230;2026-08-06\|53.09\|2.53\|51.19\|53.43\|50.50\|36740;2026-08-07\|54.60\|2.84\|53.71\|54.86\|52.51\|37153;2026-08-10\|53.68\|-1.69\|54.88\|55.82\|52.38\|37366;2026-08-11\|53.15\|-0.99\|53.44\|54.22\|52.00\|28944;2026-08-12\|58.47\|10.01\|53.61\|58.47\|53.30\|38825;2026-08-13\|56.37\|-3.59\|60.70\|61.59\|56.37\|117694;2026-08-14\|57.73\|2.41\|57.33\|59.98\|55.32\|85711;2026-08-17\|59.47\|3.01\|57.80\|59.80\|57.50\|84599;2026-08-18\|60.30\|1.40\|59.00\|60.35\|58.08\|65713;2026-08-19\|54.27\|-10.00\|57.00\|58.40\|54.27\|60080;2026-08-20\|55.87\|2.95\|54.27\|57.28\|53.00\|47119;2026-08-21\|61.46\|10.01\|55.01\|61.46\|55.00\|45259;2026-08-24\|56.82\|-7.55\|61.46\|61.50\|55.31\|105600;2026-08-25\|56.86\|0.07\|54.00\|57.78\|53.72\|65085;2026-08-26\|57.23\|0.65\|57.25\|58.99\|55.28\|52586;2026-08-27\|58.79\|2.73\|57.44\|59.31\|56.50\|68961;2026-08-28\|58.23\|-0.95\|58.88\|61.39\|58.20\|54399;2026-08-31\|60.11\|3.23\|57.10\|60.42\|56.66\|48287;2026-09-01\|58.35\|-2.93\|60.41\|60.55\|57.79\|46300;2026-09-02\|57.51\|-1.44\|56.93\|59.00\|56.93\|33481;2026-09-03\|57.46\|-0.09\|58.66\|59.39\|56.59\|33180;2026-09-04\|55.08\|-4.14\|57.47\|58.86\|54.55\|39947;2026-09-07\|58.30\|5.85\|55.99\|59.15\|55.54\|47388;2026-09-08\|56.72\|-2.71\|58.80\|59.07\|56.50\|33159;2026-09-09\|56.53\|-0.34\|57.85\|60.29\|56.22\|57050;2026-09-10\|55.15\|-2.44\|55.28\|57.06\|54.90\|37926;2026-09-11\|54.48\|-1.21\|54.32\|56.70\|52.50\|46817;2026-09-14\|54.30\|-0.33\|53.04\|54.87\|52.02\|30686;2026-09-15\|54.76\|0.85\|53.70\|56.19\|53.70\|36506;2026-09-16\|60.24\|10.01\|55.12\|60.24\|54.52\|47840;2026-09-17\|59.28\|-1.59\|60.94\|61.77\|59.13\|85748;2026-09-18\|60.37\|1.84\|59.99\|60.86\|58.80\|59062;2026-09-21\|59.71\|-1.09\|60.37\|60.68\|59.23\|46161;2026-09-22\|59.23\|-0.80\|60.28\|60.88\|58.90\|43917;2026-09-23\|58.74\|-0.83\|59.00\|60.64\|58.23\|35108;2026-09-24\|58.46\|-0.48\|58.31\|62.20\|57.34\|67730;2026-09-28\|52.61\|-10.01\|58.13\|58.30\|52.61\|45400;2026-09-29\|52.96\|0.67\|50.44\|53.34\|50.44\|44205;2026-09-30\|51.02\|-3.66\|53.65\|53.65\|51.02\|29317;2026-10-08\|48.25\|-5.43\|51.25\|51.85\|47.56\|38366;2026-10-09\|46.82\|-2.96\|48.25\|48.49\|44.10\|43920;2026-10-12\|44.97\|-3.95\|46.40\|46.80\|44.00\|25679;2026-10-13\|45.73\|1.69\|43.50\|46.37\|42.03\|32206;2026-10-14\|44.22\|-3.30\|45.73\|45.90\|44.20\|22766;2026-10-15\|41.57\|-5.99\|42.00\|43.41\|41.35\|27365;2026-10-16\|41.55\|-0.05\|42.81\|43.29\|41.26\|26266;2026-10-19\|40.88\|-1.61\|41.55\|41.88\|39.03\|26625;2026-10-20\|42.15\|3.11\|40.93\|42.88\|40.42\|24953;2026-10-21\|42.40\|0.59\|42.86\|43.85\|42.16\|23144;2026-10-22\|40.20\|-5.19\|42.28\|42.61\|40.20\|25931;2026-10-23\|40.86\|1.64\|40.00\|41.20\|36.68\|43472;2026-10-26\|39.65\|-2.96\|41.01\|41.28\|39.14\|24524;2026-10-27\|38.18\|-3.71\|40.43\|40.77\|38.17\|21600;2026-10-28\|40.00\|4.77\|38.78\|40.45\|38.04\|29304;2026-10-29\|37.49\|-6.28\|39.81\|39.92\|37.45\|23057;2026-10-30\|35.38\|-5.63\|36.00\|38.01\|35.08\|32848;2026-11-02\|36.09\|2.01\|35.50\|36.50\|34.22\|35269;2026-11-03\|34.42\|-4.63\|35.50\|36.35\|34.05\|26393;2026-11-04\|36.21\|5.20\|34.45\|36.48\|33.02\|39167;2026-11-05\|37.70\|4.11\|35.50\|38.50\|35.50\|43978;2026-11-06\|36.62\|-2.86\|35.88\|37.10\|35.08\|32282;2026-11-09\|37.14\|1.42\|37.35\|37.82\|36.53\|23648;2026-11-10\|37.93\|2.13\|38.38\|38.38\|37.30\|22727;2026-11-11\|39.77\|4.85\|38.00\|39.98\|37.80\|30151
121886	美股光通信板块集体大涨	光通讯+MT插芯+机器人概念+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司MT插芯已向国外客户送样，正在进行GR-1435标准认证，预计近期出验证报告，验证通过后将实现小批量出货。 2、据2026年6月30日投资者关系活动记录表及2025年年报，公司主营模塑一体化领域，产品应用在汽车、电子/机器人等市场，已掌握精密注塑模具核心关键技术，并已收购久腾科技切入光通讯MT插芯领域。 3、据同花顺iFinD数据，唯科科技此前5个交易日累计涨跌幅为-22.48%。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|102.85\|-9.77\|112.79\|114.01\|102.31\|73630;2026-07-14\|106.41\|3.46\|104.77\|109.00\|100.21\|53425;2026-07-15\|103.37\|-2.86\|107.59\|111.43\|102.00\|36037;2026-07-16\|96.69\|-6.46\|101.82\|103.49\|95.88\|46066;2026-07-17\|84.61\|-12.49\|97.00\|97.03\|84.23\|58872;2026-07-20\|75.33\|-10.97\|86.73\|88.28\|72.22\|77161;2026-07-21\|81.39\|8.04\|77.00\|81.89\|67.00\|75405;2026-07-22\|79.24\|-2.64\|80.34\|83.42\|78.56\|54123;2026-07-23\|78.21\|-1.30\|79.32\|81.99\|77.28\|40212;2026-07-24\|75.10\|-3.98\|77.29\|78.56\|74.51\|42036;2026-07-27\|77.30\|2.93\|75.30\|77.41\|72.41\|45765;2026-07-28\|69.51\|-10.08\|76.15\|76.80\|68.00\|51172;2026-07-29\|66.13\|-4.86\|68.82\|71.19\|63.02\|59640;2026-07-30\|60.63\|-8.32\|67.77\|67.96\|59.05\|60335;2026-07-31\|63.36\|4.50\|68.08\|72.76\|63.36\|93067;2026-08-03\|62.05\|-2.07\|63.54\|65.10\|61.35\|63335;2026-08-04\|67.73\|9.15\|62.85\|68.49\|61.93\|51903;2026-08-05\|75.70\|11.77\|66.38\|77.59\|65.56\|81313;2026-08-06\|79.38\|4.86\|75.30\|81.69\|74.10\|93928;2026-08-07\|82.12\|3.45\|79.87\|84.40\|78.65\|78920;2026-08-10\|82.67\|0.67\|83.54\|84.31\|80.60\|66147;2026-08-11\|82.00\|-0.81\|82.33\|84.87\|80.90\|52772;2026-08-12\|86.20\|5.12\|82.33\|88.25\|81.25\|63999;2026-08-13\|85.70\|-0.58\|85.69\|89.55\|85.46\|65885;2026-08-14\|88.01\|2.70\|85.69\|89.98\|85.69\|62617;2026-08-17\|95.35\|8.34\|87.56\|95.80\|87.56\|96021;2026-08-18\|91.50\|-4.04\|93.64\|96.59\|90.01\|84168;2026-08-19\|80.52\|-12.00\|88.00\|90.00\|80.09\|92440;2026-08-20\|90.34\|12.20\|81.97\|91.52\|81.31\|96130;2026-08-21\|87.37\|-3.29\|88.00\|90.90\|86.00\|73238;2026-08-24\|88.98\|1.84\|87.99\|92.99\|86.50\|93387;2026-08-25\|92.80\|4.29\|88.33\|94.20\|85.00\|97679;2026-08-26\|87.60\|-5.60\|93.00\|94.00\|86.28\|87035;2026-08-27\|98.90\|12.90\|88.88\|99.00\|87.46\|106324;2026-08-28\|94.09\|-4.86\|98.23\|102.18\|93.82\|100523;2026-08-31\|95.40\|1.39\|92.73\|97.97\|90.77\|72974;2026-09-01\|90.00\|-5.66\|95.27\|95.44\|89.80\|68452;2026-09-02\|87.01\|-3.32\|88.80\|89.40\|86.00\|47183;2026-09-03\|85.87\|-1.31\|87.94\|89.48\|84.09\|55335;2026-09-04\|78.88\|-8.14\|86.41\|89.30\|78.03\|83356;2026-09-07\|88.68\|12.42\|83.42\|90.45\|80.98\|95391;2026-09-08\|85.06\|-4.08\|88.61\|88.75\|84.50\|61942;2026-09-09\|85.74\|0.80\|88.00\|91.60\|85.38\|69348;2026-09-10\|83.29\|-2.86\|84.84\|85.30\|83.00\|37178;2026-09-11\|80.80\|-2.99\|81.84\|81.94\|77.27\|46258;2026-09-14\|81.38\|0.72\|79.66\|83.31\|78.02\|40542;2026-09-15\|80.30\|-1.33\|80.80\|83.28\|80.14\|31480;2026-09-16\|85.96\|7.05\|80.00\|87.45\|79.86\|67310;2026-09-17\|88.64\|3.12\|85.63\|90.65\|85.00\|58419;2026-09-18\|92.18\|3.99\|93.00\|94.70\|89.00\|72358;2026-09-21\|93.10\|1.00\|91.77\|95.00\|89.80\|57693;2026-09-22\|90.54\|-2.75\|94.00\|95.54\|90.09\|46479;2026-09-23\|90.34\|-0.22\|90.84\|92.00\|90.00\|26586;2026-09-24\|87.20\|-3.48\|91.00\|91.00\|87.00\|24234;2026-09-28\|82.20\|-5.73\|87.04\|88.70\|81.12\|46013;2026-09-29\|84.40\|2.68\|81.38\|86.05\|81.38\|41806;2026-09-30\|86.08\|1.99\|85.20\|88.68\|84.90\|42880;2026-10-08\|80.47\|-6.52\|86.83\|88.88\|79.61\|54147;2026-10-09\|78.01\|-3.06\|80.00\|80.40\|72.31\|63975;2026-10-12\|75.38\|-3.37\|76.61\|78.22\|75.28\|33610;2026-10-13\|79.80\|5.86\|72.01\|80.29\|70.11\|63016;2026-10-14\|82.07\|2.84\|79.02\|86.17\|79.02\|71611;2026-10-15\|80.60\|-1.79\|78.94\|81.66\|77.00\|49296;2026-10-16\|81.20\|0.74\|83.00\|84.90\|80.54\|75809;2026-10-19\|81.85\|0.80\|80.01\|84.78\|76.58\|75335;2026-10-20\|87.14\|6.46\|83.24\|89.58\|79.84\|89431;2026-10-21\|90.62\|3.99\|87.03\|93.70\|86.19\|89298;2026-10-22\|84.37\|-6.90\|90.56\|90.85\|83.00\|79513;2026-10-23\|89.50\|6.08\|82.07\|90.10\|78.00\|97213;2026-10-26\|83.17\|-7.07\|89.00\|89.51\|82.00\|68931;2026-10-27\|87.18\|4.82\|84.60\|89.86\|84.60\|93209;2026-10-28\|93.97\|7.79\|89.21\|95.30\|85.89\|123384;2026-10-29\|82.08\|-12.65\|92.06\|99.86\|81.81\|131733;2026-10-30\|75.20\|-8.38\|77.00\|81.00\|72.22\|109591;2026-11-02\|67.98\|-9.60\|74.79\|75.97\|65.88\|121522;2026-11-03\|57.10\|-16.00\|64.76\|64.76\|54.38\|131196;2026-11-04\|66.20\|15.94\|57.10\|66.45\|54.57\|131921;2026-11-05\|62.57\|-5.48\|63.62\|65.60\|61.01\|94331;2026-11-06\|60.00\|-4.11\|59.00\|61.83\|57.40\|69989;2026-11-09\|61.43\|2.38\|61.41\|63.20\|61.00\|53045;2026-11-10\|63.52\|3.40\|63.11\|65.18\|63.01\|54048;2026-11-11\|71.12\|11.96\|63.81\|72.00\|63.27\|102234
121885	美股光通信板块集体大涨	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	2026-07-02\|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;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184;2026-09-14\|171.81\|-3.13\|172.54\|176.50\|169.00\|216603;2026-09-15\|168.37\|-2.00\|170.14\|173.21\|167.59\|235222;2026-09-16\|185.21\|10.00\|169.00\|185.21\|168.00\|412250;2026-09-17\|191.22\|3.25\|188.00\|196.90\|188.00\|592612;2026-09-18\|195.40\|2.19\|193.99\|199.00\|189.38\|434870;2026-09-21\|193.76\|-0.84\|198.00\|199.48\|191.73\|272646;2026-09-22\|190.37\|-1.75\|196.19\|196.70\|189.71\|299094;2026-09-23\|190.00\|-0.19\|192.75\|192.75\|187.08\|196756;2026-09-24\|181.99\|-4.22\|189.09\|189.49\|181.73\|196197;2026-09-28\|163.80\|-10.00\|180.19\|180.25\|163.79\|375826;2026-09-29\|166.90\|1.89\|164.38\|168.38\|162.18\|237670;2026-09-30\|164.88\|-1.21\|169.62\|169.62\|164.15\|163608;2026-10-08\|152.01\|-7.81\|165.01\|165.59\|150.00\|367511;2026-10-09\|148.71\|-2.17\|151.39\|151.51\|141.08\|335766;2026-10-12\|140.17\|-5.74\|147.13\|150.00\|140.00\|213983;2026-10-13\|145.86\|4.06\|135.68\|147.85\|132.70\|349948;2026-10-14\|141.09\|-3.27\|146.01\|150.00\|140.50\|248119;2026-10-15\|132.96\|-5.76\|132.01\|137.18\|131.80\|265015;2026-10-16\|133.75\|0.59\|138.50\|141.00\|132.00\|269052;2026-10-19\|132.52\|-0.92\|133.77\|134.13\|126.70\|244526;2026-10-20\|134.06\|1.16\|132.66\|137.00\|129.51\|211321;2026-10-21\|135.70\|1.22\|135.01\|140.18\|134.33\|237014;2026-10-22\|127.60\|-5.97\|135.76\|136.00\|126.91\|247079;2026-10-23\|128.63\|0.81\|124.31\|129.50\|116.78\|356774;2026-10-26\|122.53\|-4.74\|128.52\|128.98\|120.82\|232552;2026-10-27\|119.97\|-2.09\|125.04\|126.20\|119.80\|237455;2026-10-28\|123.60\|3.03\|123.00\|124.47\|120.11\|266009;2026-10-29\|112.34\|-9.11\|122.82\|123.00\|112.11\|296264;2026-10-30\|102.60\|-8.67\|106.30\|110.48\|102.56\|300593;2026-11-02\|102.44\|-0.16\|104.66\|105.24\|98.80\|307463;2026-11-03\|92.20\|-10.00\|100.00\|100.90\|92.20\|346311;2026-11-04\|98.23\|6.54\|90.42\|99.21\|86.59\|610579;2026-11-05\|97.29\|-0.96\|94.04\|101.25\|93.09\|449646;2026-11-06\|91.30\|-6.16\|91.37\|94.65\|87.86\|351828;2026-11-09\|93.35\|2.25\|94.00\|96.53\|90.80\|277651;2026-11-10\|94.48\|1.21\|97.88\|98.39\|94.06\|267076;2026-11-11\|103.93\|10.00\|95.34\|103.93\|94.87\|397870
121884	美股光通信板块集体大涨	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716;2026-07-27\|41.79\|3.70\|40.30\|41.88\|39.05\|79176;2026-07-28\|39.81\|-4.74\|41.05\|42.48\|39.48\|77672;2026-07-29\|38.03\|-4.47\|39.39\|40.17\|36.36\|117036;2026-07-30\|34.98\|-8.02\|37.99\|38.28\|34.80\|112770;2026-07-31\|37.08\|6.00\|37.22\|38.48\|36.73\|126076;2026-08-03\|35.50\|-4.26\|36.58\|37.40\|35.36\|119440;2026-08-04\|39.05\|10.00\|35.99\|39.05\|35.61\|98733;2026-08-05\|41.79\|7.02\|38.50\|42.46\|38.50\|156050;2026-08-06\|42.86\|2.56\|41.21\|43.78\|40.95\|133696;2026-08-07\|44.48\|3.78\|42.96\|45.00\|42.42\|117247;2026-08-10\|43.80\|-1.53\|44.70\|45.28\|43.06\|107190;2026-08-11\|43.47\|-0.75\|43.50\|44.76\|42.95\|78083;2026-08-12\|44.28\|1.86\|43.80\|44.57\|43.42\|68481;2026-08-13\|43.41\|-1.96\|44.80\|45.55\|43.40\|80553;2026-08-14\|45.09\|3.87\|44.28\|45.29\|43.58\|76525;2026-08-17\|46.60\|3.35\|45.10\|46.73\|44.94\|89187;2026-08-18\|46.71\|0.24\|46.51\|47.43\|45.68\|90063;2026-08-19\|42.78\|-8.41\|45.02\|46.16\|42.36\|102147;2026-08-20\|42.86\|0.19\|43.50\|43.59\|42.35\|64429;2026-08-21\|43.63\|1.80\|42.60\|44.34\|42.08\|55311;2026-08-24\|42.85\|-1.79\|43.94\|44.00\|41.65\|53226;2026-08-25\|42.66\|-0.44\|42.16\|43.50\|40.80\|58833;2026-08-26\|42.59\|-0.16\|42.70\|43.48\|41.60\|47890;2026-08-27\|43.87\|3.01\|42.85\|44.68\|42.15\|82700;2026-08-28\|44.00\|0.30\|43.87\|47.14\|43.78\|129664;2026-08-31\|45.29\|2.93\|43.00\|45.45\|42.50\|94005;2026-09-01\|43.36\|-4.26\|45.14\|45.15\|43.18\|91170;2026-09-02\|42.73\|-1.45\|42.70\|43.58\|42.40\|54466;2026-09-03\|42.82\|0.21\|43.68\|43.97\|42.05\|59458;2026-09-04\|41.00\|-4.25\|43.13\|44.20\|40.62\|78315;2026-09-07\|43.59\|6.32\|41.98\|44.07\|41.30\|96929;2026-09-08\|43.59\|0.00\|44.46\|45.65\|43.35\|103340;2026-09-09\|43.48\|-0.25\|44.00\|45.62\|43.27\|88007;2026-09-10\|43.53\|0.12\|42.81\|45.10\|42.70\|83797;2026-09-11\|42.91\|-1.42\|43.04\|43.48\|40.85\|82270;2026-09-14\|43.37\|1.07\|42.03\|43.96\|41.31\|59579;2026-09-15\|43.89\|1.20\|43.30\|44.93\|43.28\|63272;2026-09-16\|45.37\|3.37\|43.90\|45.90\|43.80\|81743;2026-09-17\|44.93\|-0.97\|45.37\|46.28\|44.79\|68809;2026-09-18\|46.85\|4.27\|45.83\|47.97\|44.62\|127375;2026-09-21\|47.90\|2.24\|47.55\|48.70\|46.70\|120415;2026-09-22\|46.99\|-1.90\|48.60\|48.80\|46.80\|93966;2026-09-23\|47.85\|1.83\|46.82\|49.18\|46.82\|101960;2026-09-24\|47.10\|-1.57\|47.68\|48.77\|46.90\|73953;2026-09-28\|43.11\|-8.47\|47.08\|47.09\|42.73\|92870;2026-09-29\|42.90\|-0.49\|42.86\|43.65\|42.64\|50880;2026-09-30\|41.74\|-2.70\|43.48\|44.04\|41.61\|48853;2026-10-08\|39.34\|-5.75\|41.88\|42.43\|38.91\|71723;2026-10-09\|37.58\|-4.47\|38.99\|39.18\|35.64\|85354;2026-10-12\|37.52\|-0.16\|37.50\|38.36\|36.50\|53191;2026-10-13\|37.44\|-0.03\|36.42\|37.65\|35.12\|49985;2026-10-14\|36.16\|-3.42\|37.02\|37.54\|36.10\|32812;2026-10-15\|34.66\|-4.15\|34.68\|35.43\|34.08\|49620;2026-10-16\|34.32\|-0.98\|36.30\|36.30\|33.89\|52037;2026-10-19\|33.70\|-1.81\|33.78\|34.15\|32.20\|55404;2026-10-20\|34.70\|2.97\|33.94\|35.50\|33.21\|52602;2026-10-21\|34.61\|-0.26\|34.80\|35.40\|34.35\|35471;2026-10-22\|33.10\|-4.36\|34.94\|34.94\|32.97\|48742;2026-10-23\|34.10\|3.02\|32.18\|34.32\|30.95\|74155;2026-10-26\|33.03\|-3.14\|34.00\|34.19\|32.92\|42886;2026-10-27\|31.76\|-3.85\|33.43\|33.80\|31.75\|33786;2026-10-28\|33.30\|4.85\|32.29\|33.60\|31.92\|41812;2026-10-29\|31.53\|-5.32\|33.01\|33.50\|31.47\|44402;2026-10-30\|30.01\|-4.82\|30.80\|31.75\|30.00\|54117;2026-11-02\|30.71\|2.33\|30.46\|31.08\|29.73\|57693;2026-11-03\|28.70\|-6.55\|30.45\|30.50\|28.66\|58391;2026-11-04\|31.57\|10.00\|28.71\|31.57\|28.52\|89669;2026-11-05\|32.49\|2.91\|31.38\|33.49\|31.00\|91446;2026-11-06\|31.62\|-2.68\|31.31\|32.36\|31.01\|58310;2026-11-09\|31.46\|-0.51\|32.24\|32.47\|31.41\|50062;2026-11-10\|32.67\|3.85\|32.33\|33.13\|31.90\|55557;2026-11-11\|33.68\|3.09\|32.35\|33.89\|32.29\|55887
121883	美股光通信板块集体大涨	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335;2026-11-09\|18.78\|0.48\|19.06\|19.15\|18.59\|265551;2026-11-10\|19.50\|3.83\|19.33\|19.88\|19.20\|315183;2026-11-11\|20.49\|5.08\|19.51\|20.56\|19.36\|350471
121882	美股光通信板块集体大涨	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441;2026-09-11\|118.06\|-1.72\|117.00\|119.91\|113.00\|91740;2026-09-14\|122.88\|4.08\|115.26\|125.18\|113.69\|113185;2026-09-15\|125.20\|1.89\|122.91\|129.43\|122.45\|108796;2026-09-16\|137.72\|10.00\|127.00\|137.72\|126.01\|61141;2026-09-17\|137.40\|-0.23\|137.70\|143.42\|136.49\|218697;2026-09-18\|135.50\|-1.38\|139.02\|139.90\|134.60\|162021;2026-09-21\|136.95\|1.07\|136.67\|139.48\|135.85\|121623;2026-09-22\|133.66\|-2.40\|138.58\|139.15\|132.97\|112415;2026-09-23\|134.60\|0.70\|133.59\|136.70\|131.37\|83965;2026-09-24\|129.35\|-3.90\|134.59\|136.23\|129.28\|82210;2026-09-28\|116.99\|-9.56\|129.28\|129.28\|116.42\|103034;2026-09-29\|118.57\|1.35\|117.12\|119.98\|115.71\|65403;2026-09-30\|118.84\|0.23\|119.59\|122.50\|117.06\|60943;2026-10-08\|110.64\|-6.90\|118.89\|120.16\|108.77\|90035;2026-10-09\|109.99\|-0.59\|109.13\|110.69\|101.18\|94342;2026-10-12\|106.94\|-2.77\|109.01\|110.80\|105.83\|55546;2026-10-13\|109.72\|2.60\|102.78\|111.50\|101.50\|79680;2026-10-14\|107.67\|-1.87\|109.41\|112.13\|107.00\|60105;2026-10-15\|102.52\|-4.78\|103.22\|105.19\|100.22\|79575;2026-10-16\|101.00\|-1.48\|104.56\|105.20\|99.90\|61583;2026-10-19\|98.94\|-2.04\|100.00\|100.99\|95.00\|51665;2026-10-20\|100.19\|1.45\|98.53\|102.50\|97.35\|44776;2026-10-21\|100.83\|0.64\|101.25\|104.42\|100.20\|46400;2026-10-22\|95.93\|-4.86\|100.88\|101.70\|95.00\|54335;2026-10-23\|96.15\|0.23\|93.00\|96.68\|87.06\|82135;2026-10-26\|95.00\|-1.20\|94.23\|96.30\|89.78\|85508;2026-10-27\|90.01\|-5.25\|96.61\|97.69\|90.00\|49703;2026-10-28\|93.06\|3.39\|92.22\|94.38\|90.02\|52081;2026-10-29\|86.61\|-6.93\|92.30\|92.58\|86.50\|69531;2026-10-30\|80.30\|-7.29\|83.23\|86.00\|80.20\|63436;2026-11-02\|85.13\|6.01\|83.89\|86.76\|82.56\|88092;2026-11-03\|79.55\|-6.55\|83.50\|84.20\|79.00\|69459;2026-11-04\|86.82\|9.14\|80.00\|87.50\|77.58\|96622;2026-11-05\|86.71\|-0.13\|84.98\|89.98\|84.45\|79940;2026-11-06\|83.04\|-4.23\|80.00\|84.42\|79.94\|65742;2026-11-09\|84.12\|1.30\|84.28\|85.39\|82.60\|56295;2026-11-10\|86.37\|2.67\|86.30\|88.28\|85.77\|52429;2026-11-11\|89.80\|3.97\|86.60\|90.57\|85.85\|72348
121881	美股光通信板块集体大涨	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360;2026-09-09\|76.86\|1.33\|76.97\|79.18\|75.33\|118929;2026-09-10\|78.18\|1.72\|76.74\|79.19\|76.20\|106213;2026-09-11\|75.66\|-3.22\|77.00\|77.87\|72.22\|113208;2026-09-14\|76.86\|1.59\|74.00\|77.98\|72.50\|85132;2026-09-15\|77.33\|0.61\|76.47\|78.80\|76.30\|77204;2026-09-16\|80.82\|4.51\|77.60\|82.38\|76.80\|130673;2026-09-17\|80.41\|-0.51\|80.82\|83.08\|80.35\|96084;2026-09-18\|83.52\|3.87\|81.70\|84.50\|80.20\|114926;2026-09-21\|84.77\|1.50\|83.55\|85.69\|81.10\|123728;2026-09-22\|83.45\|-1.56\|85.43\|86.00\|82.78\|95086;2026-09-23\|83.29\|-0.19\|83.50\|84.11\|81.60\|77029;2026-09-24\|79.92\|-4.05\|82.80\|83.31\|79.46\|86990;2026-09-28\|73.95\|-7.47\|79.89\|79.91\|72.03\|126542;2026-09-29\|71.87\|-2.81\|73.48\|74.17\|71.02\|76456;2026-09-30\|71.36\|-0.71\|72.38\|73.85\|71.00\|59962;2026-10-08\|66.91\|-6.24\|70.01\|71.99\|66.05\|99392;2026-10-09\|65.02\|-2.82\|66.21\|66.49\|61.40\|97866;2026-10-12\|63.78\|-1.91\|64.84\|65.42\|62.49\|58648;2026-10-13\|64.75\|1.52\|61.77\|66.45\|59.50\|86605;2026-10-14\|62.41\|-3.61\|64.50\|64.90\|62.00\|44334;2026-10-15\|60.10\|-3.70\|60.00\|61.44\|58.88\|75479;2026-10-16\|59.20\|-1.50\|61.74\|62.00\|58.30\|57389;2026-10-19\|57.94\|-2.13\|58.92\|59.20\|55.66\|64375;2026-10-20\|58.60\|1.14\|57.90\|60.25\|56.75\|51174;2026-10-21\|60.00\|2.39\|59.85\|61.48\|59.00\|51476;2026-10-22\|57.00\|-5.00\|60.05\|60.36\|56.47\|67456;2026-10-23\|57.14\|0.25\|56.34\|57.73\|52.10\|87517;2026-10-26\|55.19\|-3.41\|57.03\|57.03\|54.00\|59139;2026-10-27\|54.34\|-1.54\|56.00\|58.15\|54.20\|72291;2026-10-28\|54.08\|-0.48\|55.20\|55.48\|50.63\|157827;2026-10-29\|50.57\|-6.49\|54.25\|54.38\|50.46\|87128;2026-10-30\|45.70\|-9.63\|48.34\|49.98\|45.70\|118102;2026-11-02\|47.05\|2.95\|46.63\|47.86\|45.32\|119126;2026-11-03\|44.00\|-6.48\|46.58\|47.06\|43.15\|104983;2026-11-04\|47.70\|8.41\|43.61\|48.14\|42.70\|125755;2026-11-05\|47.39\|-0.65\|46.71\|49.16\|46.27\|101395;2026-11-06\|44.18\|-6.77\|44.38\|45.82\|43.08\|114393;2026-11-09\|45.56\|3.12\|45.18\|46.60\|44.11\|100094;2026-11-10\|46.19\|1.38\|47.01\|47.58\|45.92\|62919;2026-11-11\|49.57\|7.32\|45.99\|50.00\|45.68\|108944
121880	美股光通信板块集体大涨	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.89\|-6.78\|89.62\|89.98\|81.00\|38966;2026-07-16\|76.70\|-6.34\|80.58\|81.29\|76.18\|40723;2026-07-17\|67.17\|-12.43\|76.18\|77.01\|65.90\|58610;2026-07-20\|60.00\|-10.67\|69.23\|69.90\|58.31\|61415;2026-07-21\|65.25\|8.75\|60.58\|65.36\|51.83\|70999;2026-07-22\|63.70\|-2.38\|64.88\|68.26\|63.08\|53404;2026-07-23\|62.21\|-2.34\|64.20\|66.72\|61.63\|34892;2026-07-24\|62.13\|-0.13\|61.89\|66.00\|60.00\|41608;2026-07-27\|65.71\|5.76\|62.94\|65.96\|61.88\|47265;2026-07-28\|61.80\|-5.95\|64.61\|66.36\|61.32\|41849;2026-07-29\|59.01\|-4.51\|61.81\|62.00\|56.12\|49297;2026-07-30\|52.51\|-11.02\|58.55\|58.87\|51.71\|51201;2026-07-31\|55.48\|5.66\|57.99\|63.01\|55.34\|109170;2026-08-03\|53.39\|-3.77\|54.80\|56.42\|52.72\|73744;2026-08-04\|57.31\|7.34\|54.49\|58.20\|53.43\|64066;2026-08-05\|62.53\|9.11\|55.74\|63.84\|55.00\|78420;2026-08-06\|64.99\|3.93\|61.52\|67.10\|60.65\|88521;2026-08-07\|69.07\|6.28\|64.71\|69.35\|63.65\|79371;2026-08-10\|66.21\|-4.14\|69.32\|70.43\|65.60\|88910;2026-08-11\|69.45\|4.89\|65.55\|71.43\|63.60\|100188;2026-08-12\|72.18\|3.93\|68.71\|73.85\|68.53\|85852;2026-08-13\|69.10\|-4.27\|72.56\|74.18\|69.00\|73053;2026-08-14\|71.88\|4.02\|69.12\|73.99\|68.82\|57919;2026-08-17\|74.50\|3.65\|72.16\|74.80\|70.51\|61708;2026-08-18\|75.45\|1.28\|77.00\|77.77\|72.80\|80407;2026-08-19\|67.49\|-10.55\|72.50\|73.54\|67.10\|68540;2026-08-20\|69.63\|3.17\|68.96\|71.00\|66.97\|50268;2026-08-21\|70.03\|0.57\|68.53\|72.05\|67.77\|39869;2026-08-24\|70.80\|1.10\|71.30\|74.28\|68.30\|73266;2026-08-25\|73.50\|3.81\|69.36\|74.61\|67.63\|78337;2026-08-26\|73.75\|0.34\|74.00\|78.20\|70.77\|86832;2026-08-27\|79.51\|7.81\|76.70\|82.55\|73.00\|130192;2026-08-28\|80.00\|0.62\|82.96\|84.94\|79.71\|91770;2026-08-31\|82.11\|2.64\|77.73\|83.50\|77.38\|70807;2026-09-01\|77.45\|-5.68\|81.67\|81.98\|76.50\|58553;2026-09-02\|77.65\|0.26\|76.00\|79.29\|75.30\|44138;2026-09-03\|78.84\|1.53\|78.53\|80.22\|77.06\|42415;2026-09-04\|75.59\|-4.12\|78.05\|81.81\|74.48\|53367;2026-09-07\|86.96\|15.04\|76.83\|87.17\|76.70\|98066;2026-09-08\|84.78\|-2.51\|86.83\|88.36\|84.10\|73301;2026-09-09\|83.58\|-1.42\|86.73\|86.90\|83.04\|61273;2026-09-10\|81.38\|-2.63\|82.72\|83.69\|80.90\|44424;2026-09-11\|79.16\|-2.73\|79.62\|82.50\|76.03\|58422;2026-09-14\|80.41\|1.58\|77.51\|81.80\|75.69\|46544;2026-09-15\|79.29\|-1.39\|79.37\|81.81\|79.01\|38074;2026-09-16\|85.94\|8.39\|79.41\|86.50\|79.17\|69146;2026-09-17\|85.00\|-1.09\|85.89\|87.59\|84.50\|54930;2026-09-18\|87.37\|2.79\|86.00\|87.96\|84.08\|55932;2026-09-21\|86.19\|-1.35\|87.37\|89.00\|85.10\|42464;2026-09-22\|86.91\|0.84\|88.50\|91.15\|86.34\|75006;2026-09-23\|92.60\|6.55\|86.54\|96.33\|86.08\|102626;2026-09-24\|87.00\|-6.05\|91.43\|91.43\|86.87\|55658;2026-09-28\|80.91\|-7.00\|87.89\|88.50\|80.12\|55718;2026-09-29\|81.40\|0.61\|80.11\|82.55\|80.06\|38852;2026-09-30\|79.05\|-2.89\|81.30\|82.78\|78.81\|36566;2026-10-08\|72.28\|-8.56\|79.41\|80.60\|71.33\|53466;2026-10-09\|69.04\|-4.48\|71.78\|72.70\|65.43\|48083;2026-10-12\|65.91\|-4.53\|68.01\|68.76\|65.80\|36062;2026-10-13\|67.35\|2.18\|64.04\|68.90\|60.83\|50616;2026-10-14\|65.40\|-2.90\|67.36\|68.16\|65.38\|31232;2026-10-15\|61.83\|-5.46\|62.31\|63.95\|60.30\|41086;2026-10-16\|60.22\|-2.60\|63.60\|64.29\|59.71\|35431;2026-10-19\|58.28\|-3.22\|59.74\|60.15\|55.45\|38801;2026-10-20\|60.71\|4.17\|58.01\|62.24\|57.79\|43051;2026-10-21\|61.74\|1.70\|61.31\|64.42\|61.20\|36266;2026-10-22\|57.11\|-7.50\|61.56\|62.00\|56.79\|44690;2026-10-23\|58.06\|1.66\|55.46\|58.66\|51.81\|57784;2026-10-26\|55.18\|-4.96\|57.72\|57.84\|54.10\|47412;2026-10-27\|52.45\|-4.95\|56.28\|56.70\|52.45\|34486;2026-10-28\|55.52\|5.85\|54.70\|55.80\|52.70\|46591;2026-10-29\|47.85\|-13.81\|53.04\|53.64\|47.80\|66040;2026-10-30\|44.97\|-6.02\|46.20\|48.71\|44.97\|54627;2026-11-02\|45.30\|0.73\|45.00\|46.30\|43.47\|52848;2026-11-03\|41.81\|-7.70\|44.51\|44.96\|41.23\|47089;2026-11-04\|46.23\|10.57\|41.89\|46.38\|40.43\|63655;2026-11-05\|48.95\|5.88\|45.30\|50.95\|44.81\|72439;2026-11-06\|46.93\|-4.13\|45.41\|47.98\|44.62\|57805;2026-11-09\|49.13\|4.69\|47.87\|50.23\|47.50\|67781;2026-11-10\|53.23\|8.35\|50.50\|53.79\|49.68\|70286;2026-11-11\|54.45\|2.29\|53.54\|54.97\|52.60\|68602
121879	美股光通信板块集体大涨	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115;2026-09-16\|71.77\|-4.29\|74.85\|75.05\|71.00\|228532;2026-09-17\|69.47\|-3.20\|70.80\|72.14\|69.39\|165996;2026-09-18\|70.11\|0.92\|70.87\|71.23\|67.66\|168753;2026-09-21\|70.52\|0.58\|70.00\|72.88\|68.88\|190352;2026-09-22\|69.32\|-1.70\|71.28\|72.56\|68.71\|131234;2026-09-23\|67.85\|-2.12\|69.32\|70.88\|67.70\|103332;2026-09-24\|65.71\|-3.15\|67.54\|67.98\|65.71\|78111;2026-09-28\|59.14\|-10.00\|65.58\|65.64\|59.14\|118158;2026-09-29\|58.46\|-1.15\|58.45\|59.50\|57.86\|68044;2026-09-30\|57.99\|-0.80\|59.35\|60.43\|57.93\|71407;2026-10-08\|55.14\|-4.91\|58.00\|59.20\|54.00\|91276;2026-10-09\|53.95\|-2.16\|54.50\|54.75\|50.06\|110324;2026-10-12\|51.80\|-3.99\|53.66\|53.66\|51.37\|60124;2026-10-13\|51.62\|-0.35\|51.00\|52.59\|48.50\|73911;2026-10-14\|49.56\|-3.99\|51.02\|51.99\|49.39\|51512;2026-10-15\|46.70\|-5.77\|47.80\|48.46\|45.90\|83024;2026-10-16\|46.01\|-1.48\|47.85\|48.00\|45.00\|55256;2026-10-19\|45.70\|-0.67\|45.50\|46.23\|43.92\|61483;2026-10-20\|46.70\|2.19\|45.30\|47.64\|45.03\|55319;2026-10-21\|46.55\|-0.32\|47.45\|47.85\|46.45\|46956;2026-10-22\|44.36\|-4.70\|46.56\|46.95\|44.02\|58800;2026-10-23\|44.93\|1.28\|43.13\|45.19\|40.52\|84077;2026-10-26\|43.40\|-3.41\|44.51\|44.75\|43.20\|48536;2026-10-27\|41.67\|-3.99\|44.00\|44.65\|41.65\|47385;2026-10-28\|43.73\|4.94\|42.59\|44.00\|41.88\|70429;2026-10-29\|41.01\|-6.22\|43.69\|43.70\|41.01\|58167;2026-10-30\|38.64\|-5.78\|39.99\|41.36\|38.60\|67322;2026-11-02\|39.95\|3.39\|39.32\|40.39\|38.64\|69887;2026-11-03\|38.29\|-4.16\|39.48\|40.31\|38.05\|61337;2026-11-04\|41.10\|7.34\|38.41\|41.30\|37.53\|85009;2026-11-05\|43.92\|6.86\|41.12\|45.21\|40.69\|141431;2026-11-06\|42.74\|-2.69\|41.77\|43.54\|41.77\|96116;2026-11-09\|43.19\|1.05\|44.05\|44.42\|43.00\|60085;2026-11-10\|43.71\|1.20\|44.05\|44.35\|43.49\|50795;2026-11-11\|44.41\|1.60\|43.70\|44.74\|43.20\|75367
121878	美股光通信板块集体大涨	回购+中报预增+CPO+南孚电池行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月30日公告，公司于2026年7月29日首次回购股份42.39万股，支付总金额1514.68万元。此前公司披露回购方案，拟回购金额1亿元至1.5亿元。 2、据2026年7月11日公告，公司预计2026年半年度实现归母净利润1.80亿元至2.10亿元，同比增长68.94%至97.10%，主要因南孚电池经营稳健及公司持有其权益比例提升至46.02%。 3、据2026年7月13日互动易，公司参股的苏州易缆微独创硅光异质集成薄膜铌酸锂技术平台，是实现数据中心1.6T/3.2T光模块和光电共封装CPO的核心技术，已向多家主流光模块厂商送样测试并推进量产。 4、据2025年半年度报告，公司旗下南孚电池是国内一次性电池领导者，“南孚牌”碱锰电池连续三十二年在中国市场销量第一。	1、公司联合领投苏州易缆微3000万元，占股4.3%，布局1.6T/3.2T光模块核心芯片及CPO解决方案，加码光芯片赛道； 2、公司战略投资的苏州易缆微硅光异质集成薄膜铌酸锂芯片已为某航天系上市公司提供产品与服务	2026-07-02\|54.14\|7.10\|49.80\|55.61\|48.55\|344745;2026-07-03\|52.82\|-2.44\|55.00\|55.90\|52.20\|232805;2026-07-06\|48.65\|-7.89\|53.88\|54.02\|48.58\|200665;2026-07-07\|46.44\|-4.54\|48.88\|48.88\|45.61\|136330;2026-07-08\|46.00\|-0.95\|46.84\|47.85\|43.98\|135582;2026-07-09\|47.40\|3.04\|46.10\|47.50\|44.00\|127311;2026-07-10\|47.67\|0.57\|49.15\|50.65\|47.53\|182811;2026-07-13\|50.74\|6.44\|49.60\|52.28\|49.19\|270109;2026-07-14\|50.88\|0.28\|50.56\|51.03\|48.27\|164912;2026-07-15\|51.40\|1.02\|52.88\|54.33\|50.00\|215095;2026-07-16\|49.03\|-4.61\|48.41\|52.55\|48.11\|201235;2026-07-17\|44.13\|-9.99\|48.98\|49.48\|44.13\|157963;2026-07-20\|39.72\|-9.99\|43.77\|44.00\|39.72\|154764;2026-07-21\|40.38\|1.66\|39.00\|40.45\|35.75\|255970;2026-07-22\|38.98\|-3.47\|39.80\|41.10\|38.01\|242782;2026-07-23\|37.19\|-4.59\|39.75\|41.56\|36.50\|233566;2026-07-24\|37.49\|0.81\|36.81\|38.79\|36.00\|216703;2026-07-27\|38.88\|3.71\|37.23\|39.00\|36.81\|119922;2026-07-28\|37.30\|-4.06\|40.49\|41.00\|37.02\|242538;2026-07-29\|36.11\|-3.19\|36.98\|37.27\|35.10\|178539;2026-07-30\|34.06\|-5.68\|35.88\|36.28\|33.37\|199542;2026-07-31\|37.47\|10.01\|36.01\|37.47\|36.01\|189100;2026-08-03\|36.26\|-3.23\|38.38\|38.40\|36.10\|162796;2026-08-04\|37.83\|4.33\|36.20\|38.22\|36.01\|131404;2026-08-05\|39.04\|3.20\|36.61\|39.70\|36.50\|156957;2026-08-06\|39.30\|0.67\|38.48\|39.88\|38.10\|107601;2026-08-07\|39.90\|1.53\|39.30\|40.40\|38.40\|113688;2026-08-10\|40.35\|1.13\|40.50\|41.02\|38.90\|116736;2026-08-11\|40.40\|0.12\|40.00\|40.95\|39.50\|83212;2026-08-12\|41.26\|2.13\|40.25\|41.75\|40.20\|95683;2026-08-13\|40.30\|-2.33\|41.04\|41.96\|40.27\|106570;2026-08-14\|41.71\|3.50\|40.10\|41.99\|40.08\|115073;2026-08-17\|43.75\|4.89\|41.66\|44.52\|40.36\|218954;2026-08-18\|42.50\|-2.86\|43.00\|43.75\|41.30\|171720;2026-08-19\|38.25\|-10.00\|40.69\|41.21\|38.25\|143523;2026-08-20\|39.29\|2.72\|38.25\|39.97\|36.88\|157446;2026-08-21\|39.18\|-0.28\|38.91\|39.80\|38.25\|83055;2026-08-24\|37.99\|-3.04\|38.88\|39.38\|36.68\|81208;2026-08-25\|39.15\|3.05\|37.37\|40.14\|36.30\|123731;2026-08-26\|38.30\|-2.17\|39.59\|39.59\|37.39\|77496;2026-08-27\|40.70\|6.27\|38.30\|40.88\|38.30\|120767;2026-08-28\|40.16\|-1.33\|40.70\|41.19\|40.05\|67754;2026-08-31\|40.70\|1.34\|39.53\|40.97\|39.27\|67920;2026-09-01\|39.45\|-3.07\|40.40\|41.10\|38.90\|88567;2026-09-02\|39.16\|-0.74\|38.90\|39.77\|38.58\|48700;2026-09-03\|39.30\|0.36\|39.36\|39.95\|38.00\|52796;2026-09-04\|39.44\|0.36\|39.66\|42.26\|39.08\|149091;2026-09-07\|42.19\|6.97\|39.44\|42.60\|39.44\|158233;2026-09-08\|43.90\|4.05\|42.79\|44.75\|41.43\|150993;2026-09-09\|43.38\|-1.18\|44.44\|44.74\|42.92\|112088;2026-09-10\|42.34\|-2.40\|42.41\|43.72\|42.08\|88208;2026-09-11\|40.61\|-4.09\|41.93\|42.33\|39.46\|88571;2026-09-14\|43.75\|7.73\|40.12\|44.64\|38.75\|163596;2026-09-15\|42.36\|-3.18\|44.13\|44.46\|42.29\|92033;2026-09-16\|43.40\|2.46\|42.17\|44.32\|41.93\|109057;2026-09-17\|42.14\|-2.90\|43.61\|43.61\|42.06\|60674;2026-09-18\|42.69\|1.31\|42.75\|43.10\|41.96\|76940;2026-09-21\|42.41\|-0.66\|42.79\|43.18\|42.25\|70904;2026-09-22\|41.59\|-1.93\|42.88\|43.23\|41.37\|77734;2026-09-23\|40.37\|-2.93\|41.30\|41.99\|40.25\|82278;2026-09-24\|39.54\|-2.06\|40.00\|41.02\|39.39\|79387;2026-09-28\|36.77\|-7.01\|39.54\|39.98\|36.36\|108243;2026-09-29\|36.57\|-0.54\|36.77\|37.45\|36.21\|60960;2026-09-30\|36.67\|0.27\|36.57\|38.20\|36.57\|70227;2026-10-08\|33.90\|-7.55\|36.68\|36.77\|33.39\|132251;2026-10-09\|33.35\|-1.62\|33.60\|33.94\|32.18\|83951;2026-10-12\|32.40\|-2.85\|33.07\|33.88\|32.33\|55287;2026-10-13\|31.79\|-1.88\|31.68\|32.41\|30.58\|90098;2026-10-14\|30.40\|-4.37\|31.79\|31.82\|30.30\|72561;2026-10-15\|28.60\|-5.92\|29.18\|29.46\|28.33\|126377;2026-10-16\|27.85\|-2.62\|29.03\|29.24\|27.53\|126545;2026-10-19\|27.96\|0.40\|27.50\|28.30\|26.81\|85628;2026-10-20\|28.36\|1.43\|27.85\|28.88\|27.62\|72662;2026-10-21\|28.14\|-0.78\|28.54\|29.00\|28.03\|59987;2026-10-22\|26.83\|-4.66\|28.29\|28.29\|26.81\|81409;2026-10-23\|27.12\|1.08\|26.41\|27.25\|24.82\|107984;2026-10-26\|26.49\|-2.32\|27.06\|27.19\|26.14\|65034;2026-10-27\|25.30\|-4.49\|26.81\|26.99\|25.30\|56586;2026-10-28\|25.89\|2.33\|25.57\|26.12\|25.42\|70084;2026-10-29\|25.01\|-3.40\|25.80\|26.40\|24.99\|68757;2026-10-30\|24.07\|-3.76\|24.51\|25.10\|24.02\|78199;2026-11-02\|25.26\|4.94\|24.50\|25.54\|24.41\|114468;2026-11-03\|24.34\|-3.64\|25.05\|25.59\|24.13\|111623;2026-11-04\|25.82\|6.08\|24.44\|26.03\|24.06\|119798;2026-11-05\|26.57\|2.90\|25.51\|27.00\|25.48\|146721;2026-11-06\|25.49\|-4.06\|25.57\|25.88\|25.02\|100490;2026-11-09\|25.73\|0.94\|25.78\|26.20\|25.66\|69583;2026-11-10\|26.49\|2.95\|26.19\|26.82\|26.02\|68714;2026-11-11\|27.38\|3.36\|26.41\|27.50\|26.21\|77762
121877	美股光通信板块集体大涨	光模块设备+人形机器人+一季报增长 1、据2026年7月16日互动易及2026年5月8日业绩说明会，公司在半导体和光模块设备领域，精准对接头部客户需求，产品覆盖光器件、芯片、光模块、晶圆等核心应用场景，客户包括多家国内行业标杆企业及海外光器件龙头企业，目前在手订单充沛。 2、据2026年7月16日互动易，在人形机器人领域，公司具备提供非标精密零部件及相关模组能力，有直接或间接为国内外品牌客户提供人形机器人髋部、四肢、骨架、关节等部位的精密零部件。 3、据2026年4月24日公告，公司2026年第一季度实现营业收入6.18亿元，同比增长15.42%；归母净利润6942.10万元，同比增长56.87%。	公司为国内外客户提供超高精密部件、光耦合设备、共晶设备等多款半导体封装及测试设备，光耦合、共晶、芯片AOI设备均已量产	2026-07-02\|48.73\|-5.07\|49.89\|51.29\|47.80\|178346;2026-07-03\|48.10\|-1.29\|48.46\|49.73\|47.32\|152733;2026-07-06\|45.38\|-5.65\|48.15\|48.90\|45.00\|154496;2026-07-07\|44.46\|-2.03\|45.23\|45.93\|43.65\|112277;2026-07-08\|44.25\|-0.47\|44.40\|45.65\|42.95\|143432;2026-07-09\|47.06\|6.35\|45.00\|47.35\|42.00\|233305;2026-07-10\|44.71\|-4.99\|47.50\|48.20\|44.71\|158400;2026-07-13\|41.73\|-6.67\|44.42\|46.58\|41.70\|176256;2026-07-14\|45.16\|8.22\|42.36\|45.23\|41.11\|185347;2026-07-15\|42.22\|-6.51\|45.91\|46.00\|42.12\|126994;2026-07-16\|40.45\|-4.19\|41.97\|43.03\|40.26\|123300;2026-07-17\|36.41\|-9.99\|40.13\|40.97\|36.41\|160096;2026-07-20\|32.77\|-10.00\|37.35\|37.79\|32.77\|159200;2026-07-21\|35.60\|8.64\|32.77\|35.98\|29.49\|261229;2026-07-22\|38.25\|7.44\|35.20\|39.16\|35.20\|338366;2026-07-23\|37.62\|-1.65\|39.25\|39.26\|37.16\|202378;2026-07-24\|36.30\|-3.51\|36.85\|38.16\|36.20\|104901;2026-07-27\|37.92\|4.46\|36.36\|38.06\|36.07\|115755;2026-07-28\|35.18\|-7.23\|37.61\|38.09\|34.99\|164109;2026-07-29\|34.16\|-2.90\|35.12\|35.69\|32.64\|167846;2026-07-30\|30.75\|-9.98\|34.15\|34.31\|30.74\|173441;2026-07-31\|33.83\|10.02\|32.92\|33.83\|32.90\|91224;2026-08-03\|31.79\|-6.03\|33.33\|33.54\|31.56\|210443;2026-08-04\|34.97\|10.00\|32.84\|34.97\|31.91\|217008;2026-08-05\|38.47\|10.01\|34.05\|38.47\|34.05\|88815;2026-08-06\|38.64\|0.44\|38.14\|39.50\|37.84\|314540;2026-08-07\|41.31\|6.91\|38.63\|41.50\|38.00\|315839;2026-08-10\|39.21\|-5.08\|41.00\|41.75\|38.44\|342887;2026-08-11\|38.80\|-1.05\|38.96\|39.90\|38.28\|182981;2026-08-12\|40.75\|5.03\|39.00\|42.13\|38.81\|269762;2026-08-13\|39.68\|-2.63\|42.16\|42.30\|39.65\|245367;2026-08-14\|41.28\|4.03\|40.47\|41.57\|39.95\|201416;2026-08-17\|42.17\|2.16\|41.39\|42.31\|41.00\|233212;2026-08-18\|43.78\|3.82\|43.41\|44.68\|42.90\|360407;2026-08-19\|39.40\|-10.00\|41.65\|42.08\|39.40\|254509;2026-08-20\|40.72\|3.35\|39.80\|41.29\|38.40\|203902;2026-08-21\|42.41\|4.15\|40.80\|43.84\|39.91\|234379;2026-08-24\|40.86\|-3.65\|43.16\|43.30\|39.86\|170616;2026-08-25\|41.01\|0.37\|40.00\|41.87\|39.02\|129360;2026-08-26\|40.45\|-1.37\|41.72\|42.07\|39.33\|123857;2026-08-27\|42.53\|5.14\|40.90\|42.87\|40.62\|176539;2026-08-28\|40.80\|-4.07\|42.29\|43.83\|40.73\|176184;2026-08-31\|41.72\|2.25\|40.11\|41.85\|40.01\|143946;2026-09-01\|39.37\|-5.63\|42.40\|42.42\|39.05\|177357;2026-09-02\|38.92\|-1.14\|38.20\|39.25\|38.20\|97843;2026-09-03\|39.22\|0.77\|39.35\|40.20\|38.61\|109846;2026-09-04\|37.20\|-5.15\|39.69\|40.49\|36.90\|145837;2026-09-07\|40.92\|10.00\|38.07\|40.92\|37.60\|202118;2026-09-08\|41.33\|1.00\|41.50\|42.75\|40.23\|225825;2026-09-09\|41.14\|-0.46\|42.12\|43.00\|40.77\|164465;2026-09-10\|39.95\|-2.89\|40.77\|41.18\|39.83\|126260;2026-09-11\|39.16\|-1.98\|39.06\|40.20\|37.74\|128514;2026-09-14\|38.66\|-1.28\|38.31\|39.28\|37.10\|114961;2026-09-15\|38.77\|0.28\|38.45\|40.50\|38.23\|115649;2026-09-16\|42.65\|10.01\|38.35\|42.65\|38.35\|195801;2026-09-17\|41.83\|-1.92\|41.94\|43.00\|41.54\|222813;2026-09-18\|42.44\|1.46\|42.66\|42.88\|41.63\|195328;2026-09-21\|42.88\|1.04\|42.77\|43.56\|42.41\|237671;2026-09-22\|45.43\|5.95\|43.52\|45.51\|42.88\|478547;2026-09-23\|43.88\|-3.41\|44.30\|45.38\|42.70\|372763;2026-09-24\|41.40\|-5.65\|43.58\|43.66\|41.35\|216857;2026-09-28\|37.26\|-10.00\|40.99\|41.33\|37.26\|206029;2026-09-29\|36.35\|-2.44\|36.87\|37.08\|36.12\|160308;2026-09-30\|35.28\|-2.94\|36.98\|37.11\|35.20\|131528;2026-10-08\|33.57\|-4.85\|35.81\|36.15\|33.03\|190703;2026-10-09\|32.75\|-2.44\|33.23\|33.33\|30.90\|168781;2026-10-12\|31.02\|-5.28\|32.71\|32.74\|31.00\|119427;2026-10-13\|31.10\|0.26\|30.02\|31.55\|29.06\|130101;2026-10-14\|29.88\|-3.92\|31.00\|31.22\|29.79\|88096;2026-10-15\|28.36\|-5.09\|28.69\|29.05\|28.01\|116620;2026-10-16\|27.88\|-1.69\|29.25\|29.40\|27.61\|93313;2026-10-19\|27.50\|-1.36\|27.99\|28.09\|26.50\|101598;2026-10-20\|28.71\|4.40\|27.31\|29.54\|27.30\|152576;2026-10-21\|29.32\|2.12\|29.03\|29.77\|28.73\|126389;2026-10-22\|27.72\|-5.46\|29.30\|29.82\|27.67\|125404;2026-10-23\|29.05\|4.80\|27.39\|29.29\|25.60\|187975;2026-10-26\|27.46\|-5.47\|28.51\|28.53\|26.80\|153484;2026-10-27\|26.80\|-2.40\|28.02\|28.78\|26.79\|131156;2026-10-28\|27.88\|4.03\|27.68\|28.18\|26.70\|131968;2026-10-29\|25.83\|-7.35\|27.88\|28.00\|25.69\|140326;2026-10-30\|24.28\|-6.00\|24.66\|26.05\|24.20\|133530;2026-11-02\|25.10\|3.38\|24.74\|25.43\|24.00\|126909;2026-11-03\|23.60\|-5.98\|24.63\|25.09\|23.41\|113327;2026-11-04\|25.67\|8.77\|23.78\|25.85\|23.17\|160737;2026-11-05\|26.08\|1.60\|25.18\|26.79\|24.98\|134103;2026-11-06\|24.97\|-4.26\|24.38\|25.54\|24.21\|112835;2026-11-09\|25.23\|1.04\|25.35\|25.78\|25.18\|90917;2026-11-10\|25.95\|2.85\|26.00\|26.15\|25.51\|107748;2026-11-11\|28.55\|10.02\|26.61\|28.55\|26.61\|213606
121876	美股光通信板块集体大涨	光模块+重组审核+产能扩张+供货高意 1、据2026年6月18日投资者关系活动记录表，公司拟以11.27亿元收购武汉钧恒49%股权，交易完成后将持有其100%股权，深交所已于2026年5月27日同意恢复审核本次交易事项。 2、据2026年6月18日投资者关系活动记录表，武汉钧恒主营光模块、AOC及光引擎，其马来西亚基地已于2026年4月底逐步投产，预计新增年产能100万至150万只；鄂州二期规划年产300万只光通信器件项目预计2027年底投产。 3、据2026年6月18日投资者关系活动记录表及2026年7月9日业绩说明会，公司光模块产品覆盖400G/800G等高速率，正持续优化产品结构提升高速率产品出货占比；根据已披露信息，高意Coherent订单相对稳定。	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	2026-07-02\|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;2026-07-20\|31.43\|-9.99\|34.00\|35.49\|31.43\|381990;2026-07-21\|33.16\|5.50\|31.81\|33.58\|28.29\|544102;2026-07-22\|32.01\|-3.47\|32.68\|33.86\|31.80\|317328;2026-07-23\|31.68\|-1.03\|32.50\|33.26\|31.20\|240268;2026-07-24\|31.00\|-2.15\|31.25\|32.07\|30.48\|208747;2026-07-27\|34.10\|10.00\|31.00\|34.10\|30.90\|209259;2026-07-28\|31.09\|-8.83\|34.00\|34.60\|31.09\|353609;2026-07-29\|30.12\|-3.12\|31.46\|31.85\|28.71\|332606;2026-07-30\|27.11\|-9.99\|29.57\|30.32\|27.11\|371944;2026-07-31\|29.82\|10.00\|29.00\|29.82\|29.00\|334161;2026-08-03\|29.15\|-2.25\|29.55\|30.07\|29.00\|350583;2026-08-04\|32.07\|10.02\|30.04\|32.07\|29.76\|242348;2026-08-05\|35.28\|10.01\|30.97\|35.28\|30.60\|305678;2026-08-06\|38.81\|10.01\|35.81\|38.81\|35.35\|742916;2026-08-07\|42.69\|10.00\|41.01\|42.69\|39.59\|721009;2026-08-10\|42.97\|0.66\|45.19\|45.29\|41.83\|650781;2026-08-11\|39.54\|-7.98\|42.52\|42.97\|39.30\|535192;2026-08-12\|41.38\|4.65\|39.95\|41.80\|39.15\|514521;2026-08-13\|41.59\|0.51\|43.22\|43.40\|41.22\|670850;2026-08-14\|41.47\|-0.29\|41.55\|41.90\|40.10\|414518;2026-08-17\|41.96\|1.18\|41.46\|42.05\|39.98\|435389;2026-08-18\|40.59\|-3.27\|42.41\|42.48\|39.85\|344516;2026-08-19\|36.63\|-9.76\|38.81\|39.41\|36.53\|338442;2026-08-20\|37.01\|1.04\|37.16\|37.97\|35.92\|274438;2026-08-21\|37.47\|1.24\|36.65\|38.68\|36.32\|242934;2026-08-24\|39.14\|4.46\|37.51\|41.10\|37.51\|534421;2026-08-25\|38.14\|-2.55\|37.91\|38.70\|36.50\|357060;2026-08-26\|37.62\|-1.36\|38.83\|38.90\|36.39\|303411;2026-08-27\|40.13\|6.67\|38.40\|40.90\|37.99\|451934;2026-08-28\|39.00\|-2.82\|39.64\|42.40\|38.90\|407697;2026-08-31\|39.28\|0.72\|37.94\|39.93\|37.76\|254568;2026-09-01\|38.02\|-3.21\|39.68\|39.68\|37.29\|266045;2026-09-02\|36.76\|-3.31\|37.24\|37.82\|36.18\|221553;2026-09-03\|36.60\|-0.44\|37.11\|37.30\|35.82\|205529;2026-09-04\|35.19\|-3.85\|36.55\|37.17\|34.85\|247508;2026-09-07\|38.71\|10.00\|35.70\|38.71\|35.69\|407792;2026-09-08\|37.51\|-3.10\|38.01\|38.94\|37.30\|369038;2026-09-09\|37.03\|-1.28\|38.46\|39.00\|36.85\|318094;2026-09-10\|36.56\|-1.27\|36.92\|37.47\|36.23\|198319;2026-09-11\|35.28\|-3.45\|36.00\|36.60\|33.87\|285864;2026-09-14\|35.09\|-0.54\|34.83\|35.35\|33.78\|224213;2026-09-15\|35.01\|-0.23\|35.14\|35.80\|34.72\|187699;2026-09-16\|36.79\|5.08\|34.85\|37.15\|34.61\|279865;2026-09-17\|36.55\|-0.65\|36.71\|37.80\|36.38\|215741;2026-09-18\|38.03\|4.05\|37.38\|39.15\|36.41\|358386;2026-09-21\|39.20\|3.08\|38.12\|39.48\|37.51\|412552;2026-09-22\|38.19\|-2.58\|39.63\|39.81\|38.03\|303962;2026-09-23\|37.81\|-0.99\|38.64\|38.85\|37.46\|205573;2026-09-24\|36.75\|-2.80\|37.60\|38.16\|36.68\|191487;2026-09-28\|33.21\|-9.63\|37.75\|38.32\|33.08\|462618;2026-09-29\|33.37\|0.48\|33.76\|33.90\|32.56\|253553;2026-09-30\|32.83\|-1.62\|34.01\|34.55\|32.75\|212546;2026-10-08\|32.42\|-1.25\|33.21\|34.77\|32.16\|301620;2026-10-09\|30.83\|-4.90\|32.00\|32.03\|29.45\|298860;2026-10-12\|29.64\|-3.86\|31.00\|31.00\|29.57\|167842;2026-10-13\|30.40\|2.56\|28.40\|30.86\|28.00\|252316;2026-10-14\|29.15\|-4.11\|30.28\|30.44\|29.01\|154400;2026-10-15\|27.45\|-5.83\|27.66\|28.44\|27.19\|212490;2026-10-16\|27.05\|-1.46\|28.22\|28.40\|26.82\|151515;2026-10-19\|26.68\|-1.37\|26.84\|27.05\|25.46\|202930;2026-10-20\|27.13\|1.69\|26.40\|27.66\|26.13\|166774;2026-10-21\|27.96\|3.06\|27.50\|28.88\|27.50\|180875;2026-10-22\|25.78\|-7.80\|27.80\|28.00\|25.73\|187302;2026-10-23\|25.95\|0.66\|25.33\|26.26\|23.40\|262810;2026-10-26\|25.18\|-2.97\|25.54\|25.68\|24.59\|180219;2026-10-27\|24.16\|-4.05\|25.52\|25.93\|24.13\|115907;2026-10-28\|25.26\|4.55\|24.50\|25.63\|24.10\|181610;2026-10-29\|23.81\|-5.74\|25.04\|25.50\|23.80\|199325;2026-10-30\|22.37\|-6.05\|23.00\|24.02\|22.18\|199905;2026-11-02\|22.89\|2.32\|22.61\|23.20\|21.92\|204383;2026-11-03\|21.41\|-6.47\|22.51\|23.00\|21.20\|198679;2026-11-04\|23.12\|7.99\|21.42\|23.18\|20.32\|362373;2026-11-05\|23.74\|2.68\|22.30\|24.35\|22.29\|276133;2026-11-06\|22.20\|-6.49\|22.00\|22.88\|21.50\|254316;2026-11-09\|22.90\|3.15\|22.80\|23.55\|22.34\|242837;2026-11-10\|23.19\|1.27\|23.79\|24.25\|23.14\|175866;2026-11-11\|24.70\|6.51\|23.16\|25.00\|23.16\|288833
121875		涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115;2026-09-16\|71.77\|-4.29\|74.85\|75.05\|71.00\|228532;2026-09-17\|69.47\|-3.20\|70.80\|72.14\|69.39\|165996;2026-09-18\|70.11\|0.92\|70.87\|71.23\|67.66\|168753;2026-09-21\|70.52\|0.58\|70.00\|72.88\|68.88\|190352;2026-09-22\|69.32\|-1.70\|71.28\|72.56\|68.71\|131234;2026-09-23\|67.85\|-2.12\|69.32\|70.88\|67.70\|103332;2026-09-24\|65.71\|-3.15\|67.54\|67.98\|65.71\|78111;2026-09-28\|59.14\|-10.00\|65.58\|65.64\|59.14\|118158;2026-09-29\|58.46\|-1.15\|58.45\|59.50\|57.86\|68044;2026-09-30\|57.99\|-0.80\|59.35\|60.43\|57.93\|71407;2026-10-08\|55.14\|-4.91\|58.00\|59.20\|54.00\|91276;2026-10-09\|53.95\|-2.16\|54.50\|54.75\|50.06\|110324;2026-10-12\|51.80\|-3.99\|53.66\|53.66\|51.37\|60124;2026-10-13\|51.62\|-0.35\|51.00\|52.59\|48.50\|73911;2026-10-14\|49.56\|-3.99\|51.02\|51.99\|49.39\|51512;2026-10-15\|46.70\|-5.77\|47.80\|48.46\|45.90\|83024;2026-10-16\|46.01\|-1.48\|47.85\|48.00\|45.00\|55256;2026-10-19\|45.70\|-0.67\|45.50\|46.23\|43.92\|61483;2026-10-20\|46.70\|2.19\|45.30\|47.64\|45.03\|55319;2026-10-21\|46.55\|-0.32\|47.45\|47.85\|46.45\|46956;2026-10-22\|44.36\|-4.70\|46.56\|46.95\|44.02\|58800;2026-10-23\|44.93\|1.28\|43.13\|45.19\|40.52\|84077;2026-10-26\|43.40\|-3.41\|44.51\|44.75\|43.20\|48536;2026-10-27\|41.67\|-3.99\|44.00\|44.65\|41.65\|47385;2026-10-28\|43.73\|4.94\|42.59\|44.00\|41.88\|70429;2026-10-29\|41.01\|-6.22\|43.69\|43.70\|41.01\|58167;2026-10-30\|38.64\|-5.78\|39.99\|41.36\|38.60\|67322;2026-11-02\|39.95\|3.39\|39.32\|40.39\|38.64\|69887;2026-11-03\|38.29\|-4.16\|39.48\|40.31\|38.05\|61337;2026-11-04\|41.10\|7.34\|38.41\|41.30\|37.53\|85009;2026-11-05\|43.92\|6.86\|41.12\|45.21\|40.69\|141431;2026-11-06\|42.74\|-2.69\|41.77\|43.54\|41.77\|96116;2026-11-09\|43.19\|1.05\|44.05\|44.42\|43.00\|60085;2026-11-10\|43.71\|1.20\|44.05\|44.35\|43.49\|50795;2026-11-11\|44.41\|1.60\|43.70\|44.74\|43.20\|75367
121874		参股液冷公司+智慧文旅+数字孪生+充换电 1、据2025年2月24日互动易，华奕新能源已中标某头部通讯公司的数据中心冷板试点项目，其基于蒸发冷却独有冷水技术，复合液冷板，可完全实现无压缩机补冷，实现100%自然冷源。公司持有华奕新能源比例为1.3719%。 2、据2026年4月25日年报，公司2026年将加大智慧文旅夜游项目的开发，深化“文化+夜游”理念，打造在地化IP内核，代表项目包括北京世园《中国馆光影秀》、台儿庄古城夜游等。 3、据2026年4月25日年报，公司智慧城域业务运用人工智能、数字孪生、物联网等前沿技术，融合多模态大语言模型，提供全流程数据运营网络管理平台；公司已构建HAO数字孪生融合网络平台。 4、据2026年4月25日年报，公司智慧能源业务通过重卡充换电运营，提供智能化高效补给一站式解决方案，构建智慧能源产业链生态圈。	1、公司参股的华奕新能源已中标某头部通讯公司的数据中心冷板试点项目，其基于蒸发冷却独有冷水技术，复合液冷板，可完全实现无压缩机补冷； 2、公司智慧灯杆解决方案基于灯具节能、智能灯控等技术，结合物联网、大数据、5G、AI、机器视觉等新一代信息技术，通过智慧照明云平台对城市路灯等公共照明实现统一智能化管理	2026-07-02\|20.65\|-2.87\|21.05\|21.23\|20.38\|39963;2026-07-03\|21.10\|2.18\|20.84\|21.78\|20.53\|50281;2026-07-06\|18.99\|-10.00\|21.10\|21.38\|18.99\|54528;2026-07-07\|18.90\|-0.47\|18.99\|19.80\|18.39\|62932;2026-07-08\|19.00\|0.53\|18.70\|19.65\|18.50\|54905;2026-07-09\|18.28\|-3.79\|18.91\|19.33\|17.10\|76370;2026-07-10\|19.45\|6.40\|18.58\|19.90\|18.13\|60249;2026-07-13\|18.32\|-5.81\|19.14\|20.04\|18.17\|66029;2026-07-14\|17.87\|-2.46\|18.29\|18.50\|17.36\|42423;2026-07-15\|17.22\|-3.64\|17.81\|18.04\|17.03\|32036;2026-07-16\|16.67\|-3.19\|16.98\|17.39\|16.36\|30698;2026-07-17\|15.00\|-10.02\|16.62\|16.63\|15.00\|60390;2026-07-20\|13.50\|-10.00\|15.00\|15.33\|13.50\|70493;2026-07-21\|13.03\|-3.48\|13.47\|13.87\|12.15\|91424;2026-07-22\|12.79\|-1.84\|12.66\|13.43\|12.52\|49067;2026-07-23\|13.17\|2.97\|12.67\|13.50\|12.67\|58335;2026-07-24\|13.14\|-0.23\|13.18\|13.20\|12.70\|45862;2026-07-27\|13.68\|4.11\|13.10\|13.75\|12.91\|49377;2026-07-28\|12.99\|-5.04\|13.41\|14.15\|12.97\|61562;2026-07-29\|12.92\|-0.54\|11.69\|13.32\|11.69\|54859;2026-07-30\|12.02\|-6.97\|12.70\|12.98\|11.79\|56951;2026-07-31\|13.22\|9.98\|12.34\|13.22\|12.34\|33357;2026-08-03\|14.54\|9.98\|13.92\|14.54\|13.38\|26740;2026-08-04\|15.99\|9.97\|15.43\|15.99\|14.62\|60768;2026-08-05\|17.59\|10.01\|16.80\|17.59\|16.50\|30803;2026-08-06\|19.35\|10.01\|19.34\|19.35\|18.52\|137339;2026-08-07\|18.50\|-4.39\|20.66\|21.11\|17.84\|192253;2026-08-10\|18.26\|-1.30\|18.48\|18.78\|17.36\|136007;2026-08-11\|20.09\|10.02\|17.94\|20.09\|17.92\|182952;2026-08-12\|19.10\|-4.93\|19.41\|21.05\|18.70\|209419;2026-08-13\|18.10\|-5.24\|19.09\|19.10\|17.94\|138128;2026-08-14\|17.83\|-1.49\|18.18\|18.58\|17.36\|95163;2026-08-17\|18.48\|3.65\|17.99\|18.79\|17.79\|83288;2026-08-18\|18.19\|-1.57\|18.48\|18.89\|18.11\|61343;2026-08-19\|17.00\|-6.54\|18.23\|18.48\|17.00\|53182;2026-08-20\|17.18\|1.06\|17.60\|17.77\|17.08\|38753;2026-08-21\|17.46\|1.63\|17.12\|17.67\|16.65\|33388;2026-08-24\|18.47\|5.78\|17.46\|18.71\|17.05\|80874;2026-08-25\|20.32\|10.02\|18.48\|20.32\|18.31\|109929;2026-08-26\|22.35\|9.99\|21.02\|22.35\|21.02\|103615;2026-08-27\|21.28\|-4.79\|23.20\|24.58\|20.79\|304454;2026-08-28\|19.15\|-10.01\|20.70\|20.70\|19.15\|193547;2026-08-31\|19.88\|3.81\|18.43\|20.55\|18.23\|219457;2026-09-01\|19.70\|-0.91\|19.34\|20.32\|19.24\|142021;2026-09-02\|20.06\|1.83\|19.78\|21.67\|19.34\|199070;2026-09-03\|19.91\|-0.75\|20.21\|20.82\|19.39\|134438;2026-09-04\|20.14\|1.16\|19.47\|21.22\|19.47\|137282;2026-09-07\|22.15\|9.98\|20.28\|22.15\|20.20\|126415;2026-09-08\|21.62\|-2.39\|22.15\|22.58\|20.13\|175514;2026-09-09\|21.42\|-0.93\|21.26\|21.70\|20.78\|106256;2026-09-10\|20.84\|-2.71\|21.29\|21.33\|20.67\|65574;2026-09-11\|20.13\|-3.41\|20.81\|20.91\|19.83\|54956;2026-09-14\|19.36\|-3.83\|19.86\|20.10\|19.36\|45915;2026-09-15\|18.83\|-2.74\|19.32\|19.98\|18.60\|63146;2026-09-16\|20.71\|9.98\|18.62\|20.71\|18.50\|51369;2026-09-17\|19.90\|-3.91\|21.00\|21.04\|19.90\|80481;2026-09-18\|20.56\|3.32\|20.31\|20.68\|19.92\|69522;2026-09-21\|22.62\|10.02\|20.64\|22.62\|20.56\|97034;2026-09-22\|23.54\|4.07\|23.33\|23.98\|22.89\|129339;2026-09-23\|23.90\|1.53\|23.71\|24.25\|22.70\|98478;2026-09-24\|23.51\|-1.63\|24.00\|24.15\|22.88\|96415;2026-09-28\|22.10\|-6.00\|23.51\|23.53\|21.56\|65333;2026-09-29\|22.63\|2.40\|22.06\|23.17\|21.80\|62140;2026-09-30\|21.59\|-4.60\|22.70\|22.83\|21.35\|56743;2026-10-08\|20.11\|-6.86\|21.29\|21.35\|19.66\|75902;2026-10-09\|19.49\|-3.08\|19.93\|19.93\|18.35\|68035;2026-10-12\|19.28\|-1.08\|19.58\|19.88\|18.70\|68009;2026-10-13\|19.27\|-0.05\|19.07\|19.51\|18.16\|56315;2026-10-14\|18.88\|-2.02\|19.38\|19.47\|18.73\|28719;2026-10-15\|17.74\|-6.04\|17.20\|18.90\|17.20\|60928;2026-10-16\|17.45\|-1.63\|17.97\|18.50\|17.28\|62634;2026-10-19\|17.36\|-0.52\|17.45\|18.00\|16.31\|55061;2026-10-20\|17.46\|0.58\|17.36\|17.87\|16.87\|27296;2026-10-21\|17.57\|0.63\|17.51\|18.28\|17.31\|45195;2026-10-22\|16.62\|-5.41\|17.42\|17.66\|16.45\|41703;2026-10-23\|16.95\|1.99\|16.26\|17.20\|15.08\|68136;2026-10-26\|16.79\|-0.94\|16.79\|17.19\|16.56\|33062;2026-10-27\|16.02\|-4.59\|17.13\|17.45\|15.93\|37674;2026-10-28\|16.10\|0.50\|16.09\|16.43\|15.77\|39941;2026-10-29\|16.63\|3.29\|16.27\|17.71\|15.78\|79531;2026-10-30\|15.88\|-4.51\|16.13\|17.11\|15.70\|65623;2026-11-02\|16.37\|3.09\|15.88\|16.54\|15.00\|43962;2026-11-03\|15.51\|-5.25\|16.27\|16.37\|15.33\|35951;2026-11-04\|16.10\|3.80\|16.00\|16.28\|14.74\|59793;2026-11-05\|17.06\|5.96\|15.91\|17.06\|15.78\|44634;2026-11-06\|16.31\|-4.40\|16.45\|17.14\|15.80\|36189;2026-11-09\|16.40\|0.55\|16.87\|16.99\|16.36\|25744;2026-11-10\|17.35\|5.79\|16.86\|17.44\|16.52\|35917;2026-11-11\|17.97\|3.57\|17.49\|18.05\|17.22\|36384
121873		液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870;2026-07-17\|42.12\|-10.00\|46.80\|46.99\|42.12\|107186;2026-07-20\|37.91\|-10.00\|42.34\|43.20\|37.91\|112809;2026-07-21\|39.46\|4.09\|38.41\|39.66\|34.12\|209703;2026-07-22\|39.13\|-0.84\|39.30\|41.22\|38.50\|135238;2026-07-23\|38.17\|-2.45\|39.82\|41.55\|37.96\|97161;2026-07-24\|37.00\|-3.07\|37.53\|38.99\|36.70\|80231;2026-07-27\|38.12\|3.03\|36.68\|38.22\|36.02\|93410;2026-07-28\|34.31\|-9.99\|37.33\|38.15\|34.31\|99949;2026-07-29\|32.05\|-6.59\|33.94\|34.31\|30.88\|178922;2026-07-30\|28.85\|-9.98\|32.06\|32.25\|28.85\|145481;2026-07-31\|31.74\|10.02\|30.88\|31.74\|30.08\|36068;2026-08-03\|31.60\|-0.44\|33.00\|33.00\|31.11\|167875;2026-08-04\|34.76\|10.00\|31.93\|34.76\|30.97\|83457;2026-08-05\|38.24\|10.01\|36.30\|38.24\|35.30\|120914;2026-08-06\|39.40\|3.03\|38.48\|39.51\|37.70\|216276;2026-08-07\|39.78\|0.96\|39.44\|40.80\|38.19\|159810;2026-08-10\|38.30\|-3.72\|40.30\|41.40\|37.46\|136775;2026-08-11\|38.58\|0.73\|37.80\|39.59\|37.41\|106512;2026-08-12\|39.57\|2.57\|38.78\|41.18\|38.18\|128674;2026-08-13\|39.62\|0.13\|40.39\|42.39\|39.31\|135324;2026-08-14\|41.03\|3.56\|40.02\|42.30\|40.02\|125008;2026-08-17\|42.59\|3.80\|41.19\|42.95\|40.72\|139175;2026-08-18\|43.05\|1.08\|42.56\|43.45\|41.11\|125522;2026-08-19\|39.70\|-7.78\|41.85\|42.23\|39.30\|112867;2026-08-20\|39.11\|-1.49\|40.25\|40.79\|38.80\|85159;2026-08-21\|43.02\|10.00\|38.79\|43.02\|38.79\|89918;2026-08-24\|41.80\|-2.84\|43.10\|43.40\|39.79\|165418;2026-08-25\|45.98\|10.00\|41.00\|45.98\|40.28\|203638;2026-08-26\|44.07\|-4.15\|46.98\|47.37\|42.00\|303761;2026-08-27\|47.05\|6.76\|44.94\|47.50\|43.80\|257176;2026-08-28\|44.89\|-4.59\|46.11\|47.39\|44.40\|226103;2026-08-31\|49.38\|10.00\|44.12\|49.38\|43.80\|225705;2026-09-01\|50.61\|2.49\|52.00\|52.50\|50.03\|305723;2026-09-02\|51.30\|1.36\|50.39\|52.52\|49.60\|271891;2026-09-03\|56.43\|10.00\|52.08\|56.43\|51.50\|201685;2026-09-04\|55.50\|-1.65\|56.45\|60.91\|55.03\|345536;2026-09-07\|55.01\|-0.88\|55.52\|56.05\|53.02\|230308;2026-09-08\|52.37\|-4.80\|54.46\|55.00\|51.36\|228842;2026-09-09\|51.56\|-1.55\|52.13\|53.77\|50.84\|178713;2026-09-10\|50.05\|-2.93\|51.11\|51.32\|49.32\|146874;2026-09-11\|48.98\|-2.14\|49.27\|50.10\|47.21\|131264;2026-09-14\|48.63\|-0.71\|47.97\|49.60\|47.05\|121403;2026-09-15\|48.10\|-1.09\|47.77\|49.88\|47.39\|129897;2026-09-16\|49.74\|3.41\|48.50\|50.16\|48.00\|141549;2026-09-17\|48.80\|-1.89\|49.58\|50.67\|48.58\|137229;2026-09-18\|49.72\|1.89\|49.11\|50.26\|48.77\|137158;2026-09-21\|49.72\|0.00\|49.91\|50.65\|49.47\|125311;2026-09-22\|49.88\|0.32\|51.01\|52.58\|49.60\|141408;2026-09-23\|49.27\|-1.22\|48.00\|50.73\|48.00\|99342;2026-09-24\|48.50\|-1.56\|48.95\|49.24\|47.88\|83978;2026-09-28\|44.96\|-7.30\|48.55\|49.07\|44.90\|102257;2026-09-29\|44.95\|-0.02\|44.93\|45.45\|44.46\|61178;2026-09-30\|43.55\|-3.11\|45.49\|45.50\|43.35\|63978;2026-10-08\|43.24\|-0.71\|43.64\|45.23\|42.83\|77375;2026-10-09\|42.15\|-2.52\|42.95\|43.12\|39.77\|86711;2026-10-12\|40.81\|-3.18\|41.52\|42.38\|40.71\|52994;2026-10-13\|41.22\|1.00\|39.68\|41.82\|38.06\|70947;2026-10-14\|40.21\|-2.45\|40.89\|42.25\|40.10\|58973;2026-10-15\|38.15\|-5.12\|38.33\|39.15\|37.88\|66392;2026-10-16\|37.69\|-1.21\|38.88\|39.26\|37.31\|64598;2026-10-19\|36.90\|-2.10\|37.32\|37.58\|35.17\|69352;2026-10-20\|37.93\|2.79\|37.40\|38.99\|36.55\|67975;2026-10-21\|38.47\|1.42\|38.49\|39.50\|38.06\|65124;2026-10-22\|36.93\|-4.00\|38.37\|39.13\|36.76\|59869;2026-10-23\|37.10\|0.46\|35.50\|37.32\|33.85\|76802;2026-10-26\|35.64\|-3.94\|37.18\|37.18\|35.30\|46955;2026-10-27\|35.22\|-1.18\|36.20\|36.80\|35.19\|48624;2026-10-28\|38.10\|8.18\|35.63\|38.12\|35.08\|99682;2026-10-29\|34.29\|-10.00\|37.81\|37.83\|34.29\|123942;2026-10-30\|33.15\|-3.32\|32.00\|35.67\|32.00\|106615;2026-11-02\|33.22\|0.21\|33.96\|34.22\|32.30\|80900;2026-11-03\|30.65\|-7.74\|32.68\|32.99\|30.38\|78424;2026-11-04\|33.25\|8.48\|30.63\|33.31\|29.23\|120448;2026-11-05\|33.33\|0.24\|32.39\|34.39\|31.83\|79307;2026-11-06\|31.22\|-6.33\|31.70\|32.06\|30.11\|83411;2026-11-09\|31.74\|1.67\|31.66\|32.30\|31.52\|64752;2026-11-10\|32.59\|2.68\|32.79\|33.13\|32.10\|58448;2026-11-11\|34.13\|4.73\|32.31\|34.51\|32.21\|71627
121872		3D打印+商业航天+液冷服务器+铝挤压模具行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据中泰证券2026年6月22日研报，公司参股九宇建木，设立控股子公司江宇科技，深度布局DED技术方案，能形成“3D打印+精加工+热处理”的闭环交付能力；据2026年5月12日业绩说明会，公司计划依托模具与精密制造根基，布局3D打印技术，切入新兴领域赛道。 2、据2026年3月3日异常波动公告，公司较少部分产品间接应用于商业航天领域，2025年间接应用于商业航天板块营收约25万元，占比极低。 3、2025年9月26日互动易：江宇科技为公司55%控股的子公司，成立于25年9月19日，目前主要从事用于服务器液冷相关的3D打印产品的研发工作，目前已有部分样品。 4、据2026年5月12日业绩说明会，公司已成为国内铝型材挤压模具及挤压配套设备行业的领先企业，具备“模具+设备+精密零部件”一站式协同优势，2025年实现外销收入3.88亿元，同比增长37.86%。	1、近期公司基于微通道挤压技术开发出新一代液冷模块，采用铝合金一体成型工艺，支持更窄流道（≤100μm）和更高热密度； 2、公司的相关模具产品可以用于航空航天方向	2026-07-02\|113.83\|-5.13\|117.83\|122.02\|113.83\|29578;2026-07-03\|125.21\|10.00\|113.21\|125.21\|113.21\|52522;2026-07-06\|115.19\|-8.00\|127.00\|132.23\|114.60\|60989;2026-07-07\|106.80\|-7.28\|112.00\|114.83\|104.19\|39564;2026-07-08\|100.40\|-5.99\|107.10\|107.87\|100.38\|24410;2026-07-09\|99.06\|-1.33\|100.41\|102.14\|93.00\|36091;2026-07-10\|103.90\|4.89\|98.98\|108.97\|97.68\|54320;2026-07-13\|93.51\|-10.00\|102.65\|102.65\|93.51\|18965;2026-07-14\|84.16\|-10.00\|89.00\|90.00\|84.16\|24189;2026-07-15\|83.73\|-0.51\|83.64\|85.60\|82.00\|23080;2026-07-16\|79.60\|-4.93\|82.16\|83.98\|79.20\|25538;2026-07-17\|74.47\|-6.44\|79.60\|80.39\|72.60\|21014;2026-07-20\|67.02\|-10.00\|75.58\|76.70\|67.02\|23023;2026-07-21\|70.12\|4.63\|65.85\|70.34\|60.60\|30242;2026-07-22\|68.46\|-2.37\|69.18\|71.34\|67.80\|22848;2026-07-23\|69.10\|0.93\|68.27\|70.86\|67.50\|25972;2026-07-24\|67.10\|-2.89\|67.86\|69.35\|66.16\|15347;2026-07-27\|70.29\|4.75\|67.14\|70.65\|66.45\|16461;2026-07-28\|66.90\|-4.82\|70.15\|71.31\|66.80\|12790;2026-07-29\|65.52\|-2.06\|67.21\|67.98\|64.14\|14070;2026-07-30\|61.20\|-6.59\|65.22\|66.14\|61.05\|15691;2026-07-31\|67.32\|10.00\|62.67\|67.32\|62.67\|10706;2026-08-03\|68.86\|2.29\|67.32\|69.22\|65.33\|26848;2026-08-04\|70.45\|2.31\|70.23\|70.83\|67.61\|20477;2026-08-05\|73.28\|4.02\|70.37\|74.09\|70.23\|20324;2026-08-06\|76.49\|4.38\|73.54\|77.73\|72.68\|32879;2026-08-07\|77.70\|1.58\|76.47\|77.85\|73.91\|22633;2026-08-10\|76.55\|-1.48\|77.94\|79.25\|75.00\|15932;2026-08-11\|75.00\|-2.02\|75.03\|75.98\|73.51\|15140;2026-08-12\|76.66\|2.21\|74.86\|77.38\|74.52\|13325;2026-08-13\|75.70\|-1.25\|76.95\|78.37\|75.66\|12691;2026-08-14\|76.20\|0.66\|76.23\|76.57\|75.23\|13160;2026-08-17\|78.38\|2.86\|77.00\|78.40\|75.29\|13189;2026-08-18\|78.13\|-0.32\|79.25\|79.31\|76.58\|15088;2026-08-19\|85.94\|10.00\|78.82\|85.94\|77.00\|62625;2026-08-20\|82.25\|-4.29\|85.08\|87.99\|77.35\|70047;2026-08-21\|80.33\|-2.33\|78.10\|81.40\|75.11\|42076;2026-08-24\|81.15\|1.02\|79.25\|84.80\|76.79\|51415;2026-08-25\|81.92\|0.95\|78.61\|84.50\|78.58\|47969;2026-08-26\|78.59\|-4.06\|82.25\|83.50\|77.36\|49217;2026-08-27\|81.58\|3.80\|78.39\|82.26\|75.82\|49699;2026-08-28\|79.68\|-2.33\|81.58\|83.00\|79.50\|27205;2026-08-31\|84.74\|6.35\|78.60\|85.50\|78.10\|45687;2026-09-01\|84.33\|-0.48\|84.82\|86.88\|81.21\|34157;2026-09-02\|85.21\|1.04\|83.89\|88.28\|83.30\|34751;2026-09-03\|85.30\|0.11\|86.47\|87.50\|83.08\|27008;2026-09-04\|79.00\|-7.39\|85.95\|85.95\|78.50\|35089;2026-09-07\|80.42\|1.80\|79.00\|80.82\|78.49\|19286;2026-09-08\|80.17\|-0.31\|80.02\|81.74\|79.20\|16504;2026-09-09\|77.83\|-2.31\|80.01\|80.52\|77.48\|17314;2026-09-10\|75.65\|-2.80\|77.49\|77.98\|75.62\|17157;2026-09-11\|73.80\|-2.45\|74.50\|75.06\|71.70\|15748;2026-09-14\|73.24\|-0.76\|73.50\|74.00\|72.08\|9438;2026-09-15\|73.24\|0.00\|72.68\|74.60\|72.08\|10576;2026-09-16\|75.44\|3.00\|73.84\|75.94\|72.78\|15234;2026-09-17\|76.09\|0.86\|74.45\|77.78\|74.45\|13689;2026-09-18\|75.41\|-0.89\|75.44\|76.44\|75.17\|16194;2026-09-21\|76.18\|1.02\|75.41\|76.30\|74.50\|14283;2026-09-22\|76.96\|1.02\|76.14\|79.98\|76.00\|18635;2026-09-23\|78.38\|1.85\|76.95\|79.84\|75.16\|23326;2026-09-24\|80.21\|2.33\|77.68\|83.46\|77.68\|32745;2026-09-28\|82.86\|3.30\|81.00\|84.35\|77.40\|44353;2026-09-29\|85.33\|2.98\|82.77\|86.66\|81.22\|54147;2026-09-30\|84.80\|-0.62\|84.99\|86.49\|82.40\|37313;2026-10-08\|82.00\|-3.30\|83.97\|86.20\|81.66\|29881;2026-10-09\|79.80\|-2.68\|81.18\|81.86\|73.90\|33995;2026-10-12\|81.63\|2.29\|81.40\|85.15\|78.70\|23256;2026-10-13\|82.41\|0.96\|79.20\|82.97\|77.50\|18839;2026-10-14\|80.80\|-1.95\|81.21\|83.18\|80.49\|14012;2026-10-15\|75.45\|-6.62\|78.30\|79.16\|74.61\|18471;2026-10-16\|75.82\|0.49\|76.00\|78.00\|73.35\|22734;2026-10-19\|73.01\|-3.71\|75.07\|75.08\|70.10\|19198;2026-10-20\|79.67\|9.12\|72.49\|80.31\|71.72\|40448;2026-10-21\|81.29\|2.03\|79.62\|83.20\|78.08\|33513;2026-10-22\|75.95\|-6.57\|82.32\|83.50\|75.62\|25371;2026-10-23\|72.69\|-4.29\|71.20\|74.25\|68.36\|35208;2026-10-26\|72.98\|0.40\|71.54\|79.96\|71.00\|53369;2026-10-27\|80.28\|10.00\|75.96\|80.28\|74.00\|18809;2026-10-28\|88.31\|10.00\|87.02\|88.31\|78.66\|64384;2026-10-29\|92.16\|4.36\|90.03\|97.14\|89.89\|81278;2026-10-30\|97.21\|5.48\|90.00\|101.38\|86.61\|88518;2026-11-02\|95.90\|-1.35\|92.77\|97.00\|89.20\|55933;2026-11-03\|95.01\|-0.93\|94.50\|100.98\|93.79\|44833;2026-11-04\|100.82\|6.12\|93.57\|104.00\|90.40\|59315;2026-11-05\|100.59\|-0.23\|98.95\|106.50\|98.20\|46464;2026-11-06\|95.64\|-4.92\|97.00\|99.99\|95.13\|32213;2026-11-09\|100.65\|5.24\|98.04\|104.98\|97.55\|37600;2026-11-10\|102.45\|1.79\|102.49\|106.85\|100.65\|36297;2026-11-11\|100.17\|-2.23\|101.48\|103.00\|98.25\|27979
121871	宇树科技申购日期确定	家庭具身机器人+小米概念+定增受理行业原因：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、据2026年6月11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851;2026-07-13\|21.45\|-6.66\|23.00\|23.10\|21.27\|24500;2026-07-14\|21.94\|2.28\|21.50\|22.22\|20.77\|20014;2026-07-15\|24.13\|9.98\|21.71\|24.13\|21.71\|43892;2026-07-16\|24.15\|0.08\|24.00\|25.09\|23.66\|58310;2026-07-17\|22.22\|-7.99\|24.38\|24.69\|21.74\|44860;2026-07-20\|20.00\|-9.99\|22.63\|22.77\|20.00\|38555;2026-07-21\|19.90\|-0.50\|20.00\|20.30\|18.20\|41561;2026-07-22\|19.78\|-0.60\|19.74\|20.43\|19.44\|26891;2026-07-23\|19.68\|-0.51\|19.49\|19.99\|19.32\|17577;2026-07-24\|19.63\|-0.25\|19.49\|19.85\|19.02\|17501;2026-07-27\|21.59\|9.98\|19.60\|21.59\|19.21\|25564;2026-07-28\|21.83\|1.11\|21.59\|23.55\|21.29\|59484;2026-07-29\|21.10\|-3.34\|21.72\|22.58\|20.77\|45854;2026-07-30\|19.87\|-5.83\|20.96\|21.29\|19.75\|35251;2026-07-31\|21.55\|8.46\|20.38\|21.86\|20.38\|55850;2026-08-03\|22.11\|2.60\|21.28\|22.55\|21.28\|41555;2026-08-04\|23.76\|7.46\|22.19\|23.77\|21.92\|33496;2026-08-05\|26.14\|10.02\|24.10\|26.14\|23.50\|24594;2026-08-06\|28.17\|7.77\|26.43\|28.21\|25.83\|75798;2026-08-07\|28.50\|1.17\|28.03\|28.96\|26.50\|64080;2026-08-10\|27.25\|-4.39\|28.65\|28.98\|26.85\|51152;2026-08-11\|27.80\|2.02\|27.00\|28.55\|26.00\|42992;2026-08-12\|27.20\|-2.16\|27.81\|28.80\|27.10\|37825;2026-08-13\|26.98\|-0.81\|27.40\|27.86\|26.88\|28731;2026-08-14\|26.55\|-1.59\|26.72\|27.50\|26.30\|22687;2026-08-17\|29.21\|10.02\|26.55\|29.21\|26.55\|22699;2026-08-18\|27.29\|-6.57\|29.44\|29.61\|26.50\|81704;2026-08-19\|26.28\|-3.70\|27.00\|29.20\|26.28\|68879;2026-08-20\|27.26\|3.73\|26.52\|27.47\|25.38\|49297;2026-08-21\|27.97\|2.60\|27.47\|28.36\|26.81\|38345;2026-08-24\|25.17\|-10.01\|28.60\|28.60\|25.17\|38137;2026-08-25\|24.50\|-2.66\|24.02\|26.25\|24.02\|60255;2026-08-26\|23.78\|-2.94\|24.50\|25.11\|23.76\|37430;2026-08-27\|23.87\|0.38\|23.71\|24.37\|23.66\|33808;2026-08-28\|24.08\|0.88\|24.02\|24.24\|23.70\|26114;2026-08-31\|25.00\|3.82\|23.96\|25.17\|23.26\|45374;2026-09-01\|24.84\|-0.64\|24.70\|25.88\|24.46\|44659;2026-09-02\|25.28\|1.77\|24.60\|25.30\|24.25\|29738;2026-09-03\|25.68\|1.58\|25.18\|25.90\|25.18\|28665;2026-09-04\|25.25\|-1.67\|25.59\|25.88\|24.95\|26999;2026-09-07\|26.61\|5.39\|25.26\|26.79\|25.26\|25521;2026-09-08\|26.80\|0.71\|26.60\|27.20\|25.98\|33056;2026-09-09\|27.15\|1.31\|26.81\|27.45\|26.21\|36201;2026-09-10\|28.95\|6.63\|27.27\|29.44\|25.70\|67807;2026-09-11\|28.54\|-1.42\|29.00\|29.97\|27.72\|72556;2026-09-14\|31.39\|9.99\|28.47\|31.39\|28.15\|47366;2026-09-15\|32.59\|3.82\|32.70\|33.54\|31.59\|120646;2026-09-16\|34.28\|5.19\|32.50\|34.38\|32.15\|81971;2026-09-17\|34.95\|1.95\|34.92\|35.86\|34.01\|84963;2026-09-18\|35.58\|1.80\|34.45\|36.45\|33.77\|68525;2026-09-21\|36.49\|2.56\|35.58\|37.09\|35.40\|59491;2026-09-22\|37.30\|2.22\|36.49\|38.05\|35.56\|66209;2026-09-23\|36.64\|-1.77\|38.00\|38.49\|35.60\|57194;2026-09-24\|35.70\|-2.57\|37.00\|37.88\|35.62\|46162;2026-09-28\|36.22\|1.46\|36.00\|38.87\|35.10\|58823;2026-09-29\|37.88\|4.58\|36.80\|38.10\|35.63\|47568;2026-09-30\|39.50\|4.28\|39.00\|41.10\|38.71\|84311;2026-10-08\|37.37\|-5.39\|39.51\|41.08\|36.68\|66857;2026-10-09\|36.65\|-1.93\|37.39\|37.65\|35.49\|57302;2026-10-12\|32.99\|-9.99\|36.72\|37.60\|32.99\|64360;2026-10-13\|34.00\|3.06\|31.20\|34.64\|30.75\|69538;2026-10-14\|30.98\|-8.88\|33.32\|34.29\|30.96\|42796;2026-10-15\|28.95\|-6.55\|30.60\|30.60\|28.88\|45998;2026-10-16\|28.54\|-1.42\|28.93\|31.00\|28.36\|38940;2026-10-19\|29.76\|4.27\|28.00\|30.10\|26.50\|56684;2026-10-20\|32.74\|10.01\|29.71\|32.74\|29.20\|48020;2026-10-21\|30.99\|-5.35\|32.42\|33.33\|30.60\|66415;2026-10-22\|28.92\|-6.68\|30.89\|31.03\|28.91\|55050;2026-10-23\|30.80\|6.50\|28.66\|31.30\|26.42\|82423;2026-10-26\|33.88\|10.00\|30.65\|33.88\|30.62\|70969;2026-10-27\|30.85\|-8.94\|34.99\|35.84\|30.73\|139627;2026-10-28\|30.54\|-1.00\|30.96\|32.58\|30.24\|109969;2026-10-29\|29.47\|-3.50\|29.30\|30.98\|29.30\|61304;2026-10-30\|27.30\|-7.36\|28.57\|29.39\|27.18\|61469;2026-11-02\|26.78\|-1.90\|27.85\|27.96\|25.16\|61948;2026-11-03\|25.45\|-4.97\|26.32\|26.63\|24.36\|52016;2026-11-04\|28.00\|10.02\|25.31\|28.00\|24.25\|84926;2026-11-05\|30.80\|10.00\|29.50\|30.80\|29.29\|31701;2026-11-06\|33.88\|10.00\|32.00\|33.88\|30.80\|89934;2026-11-09\|33.58\|-0.89\|33.55\|36.00\|31.76\|169669;2026-11-10\|34.54\|2.86\|32.90\|35.61\|31.76\|145582;2026-11-11\|35.35\|2.35\|34.99\|36.60\|34.51\|135262
121870	宇树科技申购日期确定	涨停揭秘：公司多模态大模型已部署于机械臂，深度参与具身智能底层视觉技术开发；涨停缘由：优必选U1系列搭载88个高自由度关节及眼神注视互动功能，对3D视觉感知与实时反馈提出更高要求；资金逻辑：资金押注AI+机器人融合主线，奥比中光作为国产3D视觉龙头，技术适配性获市场高度认可；风险提示：人形机器人视觉算法商业化进程尚处早期，客户导入周期长，业绩兑现存在滞后性	公司致力于打造“机器人与AI视觉产业中台”，已实现两代多模态大模型在机械臂上的应用部署baseline	2026-07-02\|130.01\|-3.70\|134.75\|142.42\|129.70\|290040;2026-07-03\|147.33\|13.32\|132.00\|153.30\|132.00\|373331;2026-07-06\|127.21\|-13.66\|143.00\|145.50\|126.75\|348425;2026-07-07\|129.50\|1.80\|127.80\|133.88\|122.33\|213006;2026-07-08\|113.83\|-12.10\|126.06\|127.49\|113.00\|214227;2026-07-09\|119.77\|5.22\|114.72\|120.67\|112.08\|151699;2026-07-10\|117.00\|-2.31\|119.00\|125.98\|117.00\|163611;2026-07-13\|109.61\|-6.32\|114.50\|118.32\|109.09\|123615;2026-07-14\|111.52\|1.74\|110.50\|114.00\|106.01\|111299;2026-07-15\|113.96\|2.19\|113.87\|116.27\|107.02\|113683;2026-07-16\|114.56\|0.53\|111.00\|118.70\|110.01\|123237;2026-07-17\|100.15\|-12.58\|114.06\|115.97\|100.00\|154432;2026-07-20\|92.80\|-7.34\|105.00\|106.88\|89.50\|176635;2026-07-21\|97.65\|5.23\|94.97\|97.99\|86.14\|169270;2026-07-22\|93.60\|-4.15\|96.00\|98.26\|93.10\|118393;2026-07-23\|90.94\|-2.84\|93.72\|94.57\|89.75\|96320;2026-07-24\|87.57\|-3.71\|88.00\|91.19\|87.05\|93216;2026-07-27\|91.89\|4.93\|87.00\|91.89\|86.20\|89627;2026-07-28\|87.91\|-4.33\|88.88\|92.99\|87.21\|85319;2026-07-29\|86.38\|-1.74\|87.91\|89.55\|83.50\|104507;2026-07-30\|79.98\|-7.41\|85.00\|85.99\|79.21\|112878;2026-07-31\|93.86\|17.35\|86.63\|95.98\|86.63\|237624;2026-08-03\|100.23\|6.79\|95.78\|102.00\|94.39\|220451;2026-08-04\|106.18\|5.94\|101.97\|107.40\|97.25\|162686;2026-08-05\|109.02\|2.67\|106.00\|110.84\|104.70\|163993;2026-08-06\|108.96\|-0.06\|106.80\|110.99\|106.00\|122784;2026-08-07\|111.88\|2.68\|110.35\|112.56\|107.77\|126185;2026-08-10\|109.42\|-2.20\|112.00\|113.79\|107.77\|108018;2026-08-11\|114.38\|4.53\|108.00\|117.42\|107.84\|173523;2026-08-12\|112.51\|-1.63\|113.00\|114.14\|110.57\|95094;2026-08-13\|109.72\|-2.48\|112.68\|115.20\|109.00\|106695;2026-08-14\|109.98\|0.24\|110.61\|111.26\|107.80\|87595;2026-08-17\|113.00\|2.75\|111.00\|113.20\|108.20\|100980;2026-08-18\|115.11\|1.87\|113.14\|117.39\|111.99\|179445;2026-08-19\|98.50\|-14.43\|111.00\|111.00\|97.67\|195611;2026-08-20\|100.00\|1.52\|99.99\|103.39\|97.50\|113183;2026-08-21\|101.00\|1.00\|99.00\|101.50\|98.32\|74409;2026-08-24\|92.50\|-8.42\|96.83\|97.80\|90.18\|162215;2026-08-25\|96.80\|4.65\|90.70\|97.78\|90.69\|112804;2026-08-26\|93.96\|-2.93\|97.50\|97.71\|93.03\|66817;2026-08-27\|97.28\|3.53\|94.08\|97.50\|93.14\|66453;2026-08-28\|95.26\|-2.08\|97.30\|98.98\|95.06\|53614;2026-08-31\|101.51\|6.56\|93.05\|101.65\|93.00\|92012;2026-09-01\|97.20\|-4.25\|100.77\|102.60\|96.82\|68835;2026-09-02\|96.42\|-0.80\|96.00\|98.16\|94.09\|68822;2026-09-03\|97.20\|0.81\|99.00\|99.97\|95.00\|54901;2026-09-04\|92.17\|-5.17\|98.39\|99.29\|91.50\|73206;2026-09-07\|95.79\|3.93\|93.09\|98.19\|92.58\|72377;2026-09-08\|94.93\|-0.90\|95.91\|98.65\|94.21\|63408;2026-09-09\|92.50\|-2.56\|94.69\|95.55\|91.33\|60056;2026-09-10\|90.29\|-2.39\|91.48\|91.86\|89.63\|45190;2026-09-11\|88.90\|-1.54\|88.70\|89.88\|86.15\|66803;2026-09-14\|89.31\|0.46\|88.00\|91.39\|87.00\|61806;2026-09-15\|88.33\|-1.10\|89.31\|90.29\|88.03\|33942;2026-09-16\|90.83\|2.83\|88.35\|92.28\|87.50\|56325;2026-09-17\|91.57\|0.81\|90.50\|92.84\|90.05\|69689;2026-09-18\|92.38\|0.88\|93.10\|93.95\|90.88\|58130;2026-09-21\|91.14\|-1.34\|92.90\|93.20\|90.61\|53923;2026-09-22\|90.49\|-0.71\|91.80\|93.48\|90.01\|66091;2026-09-23\|91.21\|0.80\|90.60\|91.70\|90.09\|45077;2026-09-24\|89.51\|-1.86\|91.40\|92.58\|89.44\|51487;2026-09-28\|85.75\|-4.20\|89.60\|89.61\|84.90\|55178;2026-09-29\|85.10\|-0.76\|85.36\|86.09\|83.85\|38607;2026-09-30\|84.40\|-0.82\|86.00\|87.38\|84.14\|38794;2026-10-08\|80.03\|-5.18\|84.29\|84.40\|79.52\|54108;2026-10-09\|81.53\|1.87\|79.51\|82.38\|75.80\|76002;2026-10-12\|77.10\|-5.43\|81.21\|81.50\|77.10\|47360;2026-10-13\|77.55\|0.58\|75.00\|78.44\|73.08\|58319;2026-10-14\|73.63\|-5.05\|77.00\|77.23\|73.45\|47600;2026-10-15\|70.28\|-4.55\|71.61\|72.24\|69.77\|63233;2026-10-16\|70.82\|0.77\|71.70\|73.09\|70.11\|62626;2026-10-19\|78.26\|10.51\|70.82\|81.00\|69.02\|130704;2026-10-20\|90.67\|15.86\|79.72\|93.39\|79.67\|253662;2026-10-21\|92.80\|2.35\|90.67\|94.68\|88.98\|198098;2026-10-22\|90.78\|-2.18\|91.86\|96.22\|90.57\|165068;2026-10-23\|108.00\|18.97\|88.99\|108.50\|86.80\|287820;2026-10-26\|107.87\|-0.12\|108.33\|116.50\|105.33\|342029;2026-10-27\|106.90\|-0.90\|105.55\|112.00\|105.03\|203199;2026-10-28\|107.16\|0.24\|106.08\|118.00\|104.31\|291243;2026-10-29\|102.58\|-4.27\|104.74\|111.60\|102.20\|206674;2026-10-30\|99.28\|-3.22\|100.76\|108.30\|99.11\|198367;2026-11-02\|106.00\|6.77\|99.28\|108.32\|92.00\|207276;2026-11-03\|98.01\|-7.54\|103.80\|105.70\|96.80\|153863;2026-11-04\|110.95\|13.20\|97.00\|111.38\|95.68\|228731;2026-11-05\|114.66\|3.34\|108.17\|117.70\|108.01\|193384;2026-11-06\|109.05\|-4.89\|108.00\|114.50\|108.00\|121991;2026-11-09\|112.00\|2.71\|112.03\|119.80\|111.29\|146711;2026-11-10\|115.10\|2.77\|114.00\|119.00\|113.82\|156669;2026-11-11\|120.28\|4.50\|113.18\|122.88\|112.23\|180131
121869	宇树科技申购日期确定	人形机器人+六维力传感器+传感器森林行业原因： 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5月30日业绩说明会，公司2025年机器人力学传感器销售量超1500只，送样客户超70家，已进入小批量生产向批量化供应过渡阶段，其中应用于AI理疗机器人及开普勒人形机器人的产品均实现数百台批量出货。 2、据2026年5月30日业绩说明会，公司围绕力觉、触觉、惯性等关键环节，先后战略投资了开普勒人形机器人本体、猿声先达触觉传感器、他山科技触觉传感器等五家机器人产业链企业，初步构建覆盖多模态感知的完整传感方案体系。 3、据2025年年度报告，公司是国内传感器行业品种较多的上市公司，称重测力传感器连续多年全国市占率第一，围绕“传感器森林”战略，致力于成为智能传感器及物联网系统解决方案提供商。	公司六维力传感器给华为送样	2026-07-02\|73.82\|-1.09\|74.68\|77.15\|72.13\|235351;2026-07-03\|80.00\|8.37\|75.27\|81.20\|73.53\|357256;2026-07-06\|73.20\|-8.50\|78.57\|78.57\|73.15\|285657;2026-07-07\|69.60\|-4.92\|73.00\|75.28\|69.01\|192951;2026-07-08\|63.28\|-9.08\|69.60\|70.00\|63.19\|175683;2026-07-09\|63.63\|0.55\|63.28\|63.75\|60.65\|135237;2026-07-10\|63.84\|0.33\|63.63\|67.60\|63.50\|156718;2026-07-13\|58.65\|-8.13\|63.50\|63.51\|58.41\|123009;2026-07-14\|58.65\|0.00\|58.55\|59.20\|56.54\|83829;2026-07-15\|58.41\|-0.41\|58.99\|59.51\|56.67\|73344;2026-07-16\|57.00\|-1.81\|57.33\|59.27\|56.65\|68869;2026-07-17\|52.60\|-7.72\|56.96\|57.20\|52.60\|85790;2026-07-20\|48.52\|-7.76\|53.60\|53.60\|47.34\|114298;2026-07-21\|50.71\|4.51\|49.26\|50.78\|46.84\|93429;2026-07-22\|49.11\|-3.16\|50.55\|50.57\|48.81\|70417;2026-07-23\|48.69\|-0.86\|48.31\|49.02\|48.10\|55359;2026-07-24\|46.40\|-4.70\|47.60\|48.50\|46.40\|53804;2026-07-27\|48.63\|4.81\|46.25\|48.65\|46.11\|52479;2026-07-28\|47.94\|-1.42\|48.10\|49.28\|47.77\|42692;2026-07-29\|48.66\|1.50\|48.33\|49.10\|47.08\|53427;2026-07-30\|46.73\|-3.97\|48.31\|48.64\|46.23\|51941;2026-07-31\|50.53\|8.13\|48.40\|51.40\|48.40\|117039;2026-08-03\|51.87\|2.65\|50.53\|52.27\|50.50\|84857;2026-08-04\|53.14\|2.45\|51.88\|53.30\|51.40\|77972;2026-08-05\|54.25\|2.09\|53.00\|54.62\|52.68\|77524;2026-08-06\|53.86\|-0.72\|53.50\|54.67\|53.09\|61101;2026-08-07\|54.39\|0.98\|54.00\|54.48\|52.70\|63431;2026-08-10\|53.08\|-2.41\|54.72\|54.79\|52.76\|46841;2026-08-11\|53.80\|1.36\|52.92\|54.44\|52.30\|66476;2026-08-12\|53.90\|0.19\|53.41\|54.33\|53.20\|43294;2026-08-13\|53.38\|-0.96\|54.08\|54.88\|53.34\|53240;2026-08-14\|53.35\|-0.06\|53.84\|54.05\|52.58\|39706;2026-08-17\|54.79\|2.70\|53.35\|54.89\|52.81\|57663;2026-08-18\|55.01\|0.40\|55.68\|55.90\|54.10\|76343;2026-08-19\|49.51\|-10.00\|54.13\|54.16\|49.51\|100596;2026-08-20\|49.05\|-0.93\|50.25\|50.29\|48.41\|59572;2026-08-21\|49.48\|0.88\|48.92\|49.64\|48.13\|36022;2026-08-24\|47.97\|-3.05\|49.00\|49.47\|47.36\|45482;2026-08-25\|48.92\|1.98\|47.50\|49.40\|46.96\|37751;2026-08-26\|48.67\|-0.51\|48.92\|49.48\|48.37\|23651;2026-08-27\|49.66\|2.03\|48.82\|49.75\|48.55\|27989;2026-08-28\|50.48\|1.65\|51.16\|52.47\|50.46\|66101;2026-08-31\|52.40\|3.80\|50.01\|52.64\|49.86\|64076;2026-09-01\|51.33\|-2.04\|52.20\|52.90\|51.19\|40337;2026-09-02\|50.87\|-0.90\|51.00\|51.38\|50.20\|26516;2026-09-03\|51.56\|1.36\|51.10\|52.65\|51.00\|38113;2026-09-04\|50.25\|-2.54\|52.10\|52.47\|49.90\|36703;2026-09-07\|50.80\|1.09\|50.38\|51.47\|50.06\|31204;2026-09-08\|49.95\|-1.67\|50.75\|51.26\|49.85\|29852;2026-09-09\|49.29\|-1.32\|50.00\|50.20\|49.09\|24874;2026-09-10\|48.17\|-2.27\|49.00\|49.00\|48.01\|25019;2026-09-11\|46.76\|-2.93\|47.71\|47.97\|46.04\|36813;2026-09-14\|47.65\|1.90\|46.51\|48.09\|46.28\|29476;2026-09-15\|47.11\|-1.13\|47.55\|47.74\|47.10\|17995;2026-09-16\|47.85\|1.57\|47.01\|48.20\|46.53\|25419;2026-09-17\|48.58\|1.53\|47.22\|48.95\|47.22\|34293;2026-09-18\|49.05\|0.97\|49.50\|49.99\|48.80\|38645;2026-09-21\|49.86\|1.65\|49.00\|50.63\|49.00\|38724;2026-09-22\|49.82\|-0.08\|49.88\|50.57\|49.60\|28043;2026-09-23\|49.71\|-0.22\|49.82\|50.12\|49.35\|22471;2026-09-24\|49.31\|-0.80\|49.71\|50.58\|49.27\|32550;2026-09-28\|48.19\|-2.27\|49.20\|49.65\|47.72\|33658;2026-09-29\|48.15\|-0.08\|47.81\|48.45\|47.26\|23763;2026-09-30\|47.89\|-0.54\|48.20\|48.99\|47.77\|23525;2026-10-08\|45.60\|-4.78\|47.88\|48.05\|45.30\|35558;2026-10-09\|45.80\|0.44\|45.37\|46.10\|43.16\|45910;2026-10-12\|44.26\|-3.36\|45.58\|45.60\|44.00\|24836;2026-10-13\|43.80\|-1.04\|43.37\|44.20\|42.38\|33305;2026-10-14\|42.72\|-2.47\|43.81\|44.10\|42.60\|22074;2026-10-15\|40.37\|-5.50\|41.52\|41.90\|40.19\|42433;2026-10-16\|41.15\|1.93\|40.78\|41.93\|40.51\|32117;2026-10-19\|43.53\|5.78\|40.90\|43.98\|40.80\|41994;2026-10-20\|45.65\|4.87\|43.84\|46.05\|43.29\|72755;2026-10-21\|47.00\|2.96\|45.60\|47.95\|44.82\|82365;2026-10-22\|48.03\|2.19\|47.00\|49.15\|46.77\|101314;2026-10-23\|51.29\|6.79\|46.78\|51.85\|46.11\|162292;2026-10-26\|50.51\|-1.52\|50.89\|52.79\|50.02\|170409;2026-10-27\|49.58\|-1.84\|50.24\|51.66\|49.58\|106787;2026-10-28\|51.63\|4.13\|49.61\|53.26\|49.61\|151551;2026-10-29\|50.05\|-3.06\|51.10\|51.82\|49.40\|95484;2026-10-30\|49.43\|-1.24\|48.89\|52.48\|48.52\|110006;2026-11-02\|50.93\|3.03\|49.44\|51.80\|46.64\|117368;2026-11-03\|49.58\|-2.65\|50.60\|51.88\|49.42\|70509;2026-11-04\|54.54\|10.00\|49.65\|54.54\|47.50\|188100;2026-11-05\|56.53\|3.65\|54.20\|56.55\|53.00\|223459;2026-11-06\|54.20\|-4.12\|54.00\|55.39\|53.01\|128855;2026-11-09\|55.04\|1.55\|55.38\|57.69\|54.57\|147734;2026-11-10\|57.13\|3.80\|55.25\|60.20\|55.16\|189026;2026-11-11\|57.40\|0.47\|56.98\|58.36\|56.39\|139230
121868	宇树科技申购日期确定	人形机器人+空心杯电机+一季报增长行业原因：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、据2025年年度报告，公司控制电机及其驱动系统业务在机器人应用领域营收同比增长约22%，无刷电机模组、空心杯模组等产品广泛适用于灵巧手及关节电机模组。 2、据2026年一季报，公司一季度营收7.00亿元，同比增长17.65%；归母净利润1381.71万元，同比增长92.19%。 3、据华源证券2026年6月1日研报，公司是HB步进电机龙头，在人形机器人领域具备产品谱系布局完整等核心优势。	1、全球运动控制领域先进制造商，混合式步进电机的市占率稳居全球前三；公司及子公司安浦鸣志、美国AMP、美国LIN、瑞士T Motion、鸣志派博思均深度布局于移动机器人行业，目前已拥有步进系统、伺服系统、通用驱动系统和控制技术系统四大类产品线； 2、公司的控制电机产品主要应用于通信基站、天线设施和其他相关基站设备中，华为是公司重要客户	2026-07-02\|63.37\|0.36\|63.14\|65.80\|62.31\|158346;2026-07-03\|68.02\|7.34\|64.63\|69.71\|64.20\|263835;2026-07-06\|65.09\|-4.31\|67.55\|67.78\|65.00\|190553;2026-07-07\|63.30\|-2.75\|65.10\|67.55\|62.99\|122018;2026-07-08\|58.70\|-7.27\|62.80\|63.56\|58.63\|120248;2026-07-09\|59.65\|1.62\|58.63\|59.85\|57.05\|87912;2026-07-10\|60.36\|1.19\|60.48\|63.99\|60.03\|129055;2026-07-13\|55.89\|-7.41\|59.82\|60.00\|55.40\|104870;2026-07-14\|55.70\|-0.34\|55.63\|56.59\|53.76\|78096;2026-07-15\|54.61\|-1.96\|56.56\|56.81\|53.95\|77286;2026-07-16\|55.00\|0.71\|53.52\|57.62\|53.25\|90325;2026-07-17\|49.54\|-9.93\|55.08\|55.88\|49.54\|108034;2026-07-20\|47.86\|-3.39\|49.87\|50.47\|46.30\|88777;2026-07-21\|50.00\|4.47\|47.86\|50.09\|47.31\|79242;2026-07-22\|49.06\|-1.88\|49.80\|50.15\|48.51\|52392;2026-07-23\|48.40\|-1.35\|47.80\|48.79\|47.20\|46105;2026-07-24\|46.46\|-4.01\|47.30\|47.98\|46.22\|47662;2026-07-27\|48.22\|3.79\|46.46\|48.30\|46.28\|42874;2026-07-28\|47.01\|-2.51\|47.70\|48.15\|46.80\|39442;2026-07-29\|47.41\|0.85\|47.20\|47.66\|46.00\|48241;2026-07-30\|45.27\|-4.51\|46.80\|47.28\|44.78\|60232;2026-07-31\|49.44\|9.21\|46.80\|49.80\|46.67\|105702;2026-08-03\|51.40\|3.96\|49.63\|51.58\|49.52\|97407;2026-08-04\|51.82\|0.82\|51.00\|52.08\|50.06\|71990;2026-08-05\|52.48\|1.27\|51.83\|52.60\|51.68\|74526;2026-08-06\|52.17\|-0.59\|51.91\|53.09\|51.54\|62705;2026-08-07\|52.95\|1.50\|52.80\|52.99\|51.20\|64400;2026-08-10\|51.72\|-2.32\|53.21\|53.58\|51.34\|55999;2026-08-11\|52.89\|2.26\|51.50\|53.50\|50.85\|79381;2026-08-12\|52.51\|-0.72\|52.88\|53.20\|52.40\|45794;2026-08-13\|52.08\|-0.82\|52.53\|53.82\|52.02\|57473;2026-08-14\|52.17\|0.17\|52.08\|52.60\|51.52\|37332;2026-08-17\|53.50\|2.55\|52.18\|53.60\|51.72\|54316;2026-08-18\|54.48\|1.83\|54.03\|54.53\|52.98\|92636;2026-08-19\|49.03\|-10.00\|53.50\|53.50\|49.03\|93718;2026-08-20\|47.00\|-4.14\|48.88\|49.30\|46.73\|83447;2026-08-21\|47.40\|0.85\|46.60\|47.65\|46.00\|51583;2026-08-24\|45.91\|-3.14\|47.47\|47.78\|45.50\|51821;2026-08-25\|46.84\|2.03\|45.50\|47.00\|45.36\|45629;2026-08-26\|47.51\|1.43\|47.50\|49.69\|47.05\|95462;2026-08-27\|47.88\|0.78\|47.50\|48.15\|47.10\|42745;2026-08-28\|48.07\|0.40\|47.66\|48.67\|47.56\|44043;2026-08-31\|51.09\|6.28\|48.20\|51.40\|47.88\|97099;2026-09-01\|49.95\|-2.23\|50.50\|51.97\|49.40\|66790;2026-09-02\|48.50\|-2.90\|49.50\|49.60\|48.50\|37958;2026-09-03\|53.35\|10.00\|49.34\|53.35\|49.34\|86985;2026-09-04\|50.13\|-6.04\|54.00\|54.34\|49.70\|154856;2026-09-07\|51.28\|2.29\|50.38\|52.24\|50.15\|100656;2026-09-08\|49.99\|-2.52\|51.07\|51.25\|49.80\|73260;2026-09-09\|48.88\|-2.22\|49.80\|49.93\|48.56\|48820;2026-09-10\|47.48\|-2.86\|48.44\|48.44\|47.48\|40835;2026-09-11\|47.41\|-0.15\|47.08\|47.77\|45.73\|58686;2026-09-14\|47.08\|-0.70\|47.06\|47.62\|46.60\|30116;2026-09-15\|47.00\|-0.17\|46.70\|47.49\|46.61\|29166;2026-09-16\|47.51\|1.09\|47.19\|47.78\|46.40\|36836;2026-09-17\|48.18\|1.41\|47.09\|48.68\|47.05\|51858;2026-09-18\|50.05\|3.88\|48.68\|50.59\|48.39\|83962;2026-09-21\|50.78\|1.46\|50.09\|51.90\|49.98\|66403;2026-09-22\|50.55\|-0.45\|50.78\|51.32\|50.15\|45217;2026-09-23\|50.23\|-0.63\|50.54\|50.76\|50.22\|27436;2026-09-24\|51.07\|1.67\|50.00\|52.25\|49.94\|70683;2026-09-28\|52.25\|2.31\|51.14\|53.36\|51.12\|97119;2026-09-29\|52.47\|0.42\|51.45\|52.82\|51.31\|61746;2026-09-30\|51.50\|-1.85\|52.50\|52.98\|51.42\|42236;2026-10-08\|48.61\|-5.61\|51.50\|51.50\|48.23\|48295;2026-10-09\|49.55\|1.93\|48.23\|50.10\|46.78\|58343;2026-10-12\|47.50\|-4.14\|49.99\|50.03\|47.38\|35422;2026-10-13\|46.30\|-2.53\|46.60\|46.77\|44.95\|56391;2026-10-14\|45.81\|-1.06\|46.20\|47.30\|45.58\|33059;2026-10-15\|44.02\|-3.91\|44.27\|45.50\|43.68\|44253;2026-10-16\|44.23\|0.48\|44.80\|45.33\|43.43\|46046;2026-10-19\|47.35\|7.05\|43.89\|47.80\|43.46\|71942;2026-10-20\|49.76\|5.09\|47.02\|49.93\|46.95\|82797;2026-10-21\|49.52\|-0.48\|49.80\|50.15\|48.65\|65118;2026-10-22\|54.47\|10.00\|49.33\|54.47\|49.33\|191070;2026-10-23\|59.90\|9.97\|53.40\|59.92\|51.80\|289029;2026-10-26\|55.91\|-6.66\|58.71\|58.85\|55.21\|211097;2026-10-27\|55.04\|-1.56\|55.87\|58.18\|55.00\|159064;2026-10-28\|58.74\|6.72\|57.00\|60.54\|55.55\|249608;2026-10-29\|59.40\|1.12\|58.10\|60.90\|57.64\|201572;2026-10-30\|57.85\|-2.61\|58.62\|61.18\|57.46\|154075;2026-11-02\|58.80\|1.64\|57.81\|59.89\|55.67\|143315;2026-11-03\|57.12\|-2.86\|58.51\|58.98\|56.84\|80803;2026-11-04\|60.49\|5.90\|57.00\|60.50\|55.50\|139721;2026-11-05\|60.17\|-0.53\|59.00\|61.50\|57.12\|130328;2026-11-06\|58.84\|-2.21\|58.29\|59.90\|57.82\|84554;2026-11-09\|59.24\|0.68\|59.46\|61.35\|58.70\|85142;2026-11-10\|60.35\|1.87\|59.55\|61.48\|59.55\|107808;2026-11-11\|60.35\|0.00\|60.00\|61.68\|59.80\|88383
121867	宇树科技申购日期确定	机器人+消费电子+AI散热+扭亏为盈行业原因： 7月30日晚，宇树科技发布公告称，其科创板IPO将于8月10日启动申购，作为A股人形机器人第一股，其上市进程正式落地。公司原因： 1、据2026年4月23日年报及2026年5月20日业绩说明会，公司在巩固消费电子主业的同时，持续推进业务结构优化，重点布局机器人结构件及模组业务，目前相关业务占营收比例较低。 2、公司主要从事消费电子、医疗器械等领域的精密金属及塑胶结构件制造，为富士康等国际知名客户提供服务，产品应用于苹果等终端品牌。 3、据2026年4月23日年报，公司2026年将重点布局AI、显示散热模组结构件及其他相关部件业务，依托精密加工能力提升产品交付能力。 4、据2026年7月15日业绩预告，公司预计2026年半年度归母净利润为2.3亿元至3.15亿元，同比扭亏为盈，主要系出售子公司科森医疗100%股权产生约6亿元投资收益。	1、公司为某品牌家用机器人提供相关结构件； 2、公司与清陶能源共同投资设立了合资公司——科森清陶能源科技有限公司，专注于固态电池的集成、组装和系统集成等业务	2026-07-02\|20.37\|2.88\|19.98\|21.78\|19.70\|503951;2026-07-03\|20.73\|1.77\|20.39\|21.48\|20.20\|408630;2026-07-06\|18.66\|-9.99\|20.45\|20.56\|18.66\|340908;2026-07-07\|17.80\|-4.61\|18.96\|19.25\|17.76\|300208;2026-07-08\|16.45\|-7.58\|17.81\|17.97\|16.37\|285380;2026-07-09\|16.90\|2.74\|16.44\|16.98\|15.95\|263957;2026-07-10\|17.01\|0.65\|17.00\|17.89\|16.86\|230648;2026-07-13\|15.63\|-8.11\|16.87\|16.91\|15.56\|213654;2026-07-14\|15.82\|1.22\|15.63\|15.90\|15.04\|166922;2026-07-15\|15.27\|-3.48\|15.80\|15.89\|15.15\|167168;2026-07-16\|15.03\|-1.57\|15.34\|15.80\|14.81\|216884;2026-07-17\|13.82\|-8.05\|14.90\|15.02\|13.57\|319280;2026-07-20\|12.54\|-9.26\|14.30\|14.38\|12.44\|347828;2026-07-21\|13.30\|6.06\|12.68\|13.32\|11.47\|325507;2026-07-22\|13.07\|-1.73\|13.38\|13.42\|12.95\|215816;2026-07-23\|13.33\|1.99\|13.15\|13.47\|12.82\|185631;2026-07-24\|12.90\|-3.23\|13.10\|13.40\|12.86\|144465;2026-07-27\|13.33\|3.33\|12.80\|13.33\|12.73\|151132;2026-07-28\|12.96\|-2.78\|13.19\|13.53\|12.91\|158527;2026-07-29\|13.14\|1.39\|13.00\|13.29\|12.62\|191699;2026-07-30\|12.09\|-7.99\|13.03\|13.05\|11.90\|271703;2026-07-31\|13.00\|7.53\|12.53\|13.30\|12.52\|545687;2026-08-03\|13.25\|1.92\|13.00\|13.60\|12.91\|332254;2026-08-04\|13.74\|3.70\|13.37\|13.83\|13.15\|287701;2026-08-05\|15.11\|9.97\|13.70\|15.11\|13.62\|427986;2026-08-06\|15.68\|3.77\|15.24\|15.78\|15.00\|492494;2026-08-07\|15.73\|0.32\|15.68\|15.99\|15.32\|394295;2026-08-10\|15.77\|0.25\|15.73\|15.82\|15.10\|247582;2026-08-11\|16.56\|5.01\|15.76\|16.94\|15.43\|530151;2026-08-12\|16.59\|0.18\|16.50\|17.33\|16.15\|568534;2026-08-13\|16.65\|0.36\|16.55\|17.23\|16.22\|495827;2026-08-14\|16.59\|-0.36\|16.66\|16.89\|16.05\|350301;2026-08-17\|16.91\|1.93\|16.54\|17.15\|16.36\|352617;2026-08-18\|16.92\|0.06\|16.97\|17.00\|16.61\|254939;2026-08-19\|15.41\|-8.92\|16.60\|16.70\|15.25\|366286;2026-08-20\|16.95\|9.99\|15.57\|16.95\|15.25\|493995;2026-08-21\|18.65\|10.03\|17.50\|18.65\|17.49\|436553;2026-08-24\|19.48\|4.45\|18.40\|20.27\|18.40\|1082660;2026-08-25\|20.05\|2.93\|19.30\|20.26\|18.33\|824650;2026-08-26\|19.63\|-2.09\|20.01\|20.47\|19.04\|538238;2026-08-27\|19.84\|1.07\|19.54\|20.00\|19.11\|565084;2026-08-28\|19.29\|-2.77\|19.62\|20.80\|19.29\|447089;2026-08-31\|20.78\|7.72\|18.85\|21.00\|18.85\|615939;2026-09-01\|19.93\|-4.09\|20.42\|20.92\|19.87\|447336;2026-09-02\|19.48\|-2.26\|19.73\|19.98\|19.40\|271272;2026-09-03\|19.73\|1.28\|19.49\|19.85\|19.00\|300268;2026-09-04\|17.93\|-9.12\|19.93\|20.07\|17.83\|573377;2026-09-07\|19.72\|9.98\|18.30\|19.72\|18.29\|305538;2026-09-08\|21.69\|9.99\|20.82\|21.69\|20.70\|597449;2026-09-09\|20.09\|-7.38\|21.36\|21.50\|19.96\|676471;2026-09-10\|19.11\|-4.88\|20.09\|20.20\|19.00\|386566;2026-09-11\|18.14\|-5.08\|18.79\|19.00\|17.94\|372540;2026-09-14\|19.95\|9.98\|18.65\|19.95\|18.28\|405268;2026-09-15\|18.88\|-5.36\|19.95\|20.30\|18.84\|456625;2026-09-16\|19.35\|2.49\|18.55\|19.46\|18.31\|374399;2026-09-17\|21.29\|10.03\|19.17\|21.29\|19.12\|345517;2026-09-18\|23.42\|10.00\|22.13\|23.42\|22.12\|675768;2026-09-21\|23.35\|-0.30\|23.05\|23.65\|22.37\|687336;2026-09-22\|22.93\|-1.80\|23.64\|24.08\|22.78\|525703;2026-09-23\|22.88\|-0.22\|23.15\|23.30\|22.54\|277345;2026-09-24\|22.51\|-1.62\|23.20\|23.68\|22.40\|538134;2026-09-28\|22.50\|-0.04\|22.56\|23.82\|22.35\|547372;2026-09-29\|23.91\|6.27\|22.06\|24.40\|21.86\|665243;2026-09-30\|24.22\|1.30\|24.00\|25.45\|23.91\|578669;2026-10-08\|23.25\|-4.00\|24.80\|25.11\|23.06\|489705;2026-10-09\|24.49\|5.33\|23.00\|25.58\|22.05\|598576;2026-10-12\|23.20\|-5.27\|24.32\|24.49\|22.88\|332579;2026-10-13\|23.37\|0.73\|22.89\|24.00\|21.50\|342201;2026-10-14\|21.97\|-5.99\|23.22\|23.35\|21.95\|271274;2026-10-15\|20.22\|-7.97\|21.22\|21.68\|20.02\|372126;2026-10-16\|20.19\|-0.15\|20.88\|21.69\|20.01\|280350;2026-10-19\|22.21\|10.01\|20.00\|22.21\|19.33\|389223;2026-10-20\|24.43\|10.00\|22.82\|24.43\|22.82\|367773;2026-10-21\|24.00\|-1.76\|24.50\|25.48\|23.82\|628898;2026-10-22\|24.12\|0.50\|24.00\|26.16\|24.00\|600431;2026-10-23\|26.52\|9.95\|24.07\|26.53\|22.80\|870877;2026-10-26\|25.92\|-2.26\|25.68\|26.80\|24.97\|691743;2026-10-27\|25.30\|-2.39\|25.99\|26.37\|25.21\|396850;2026-10-28\|27.83\|10.00\|25.48\|27.83\|25.48\|512172;2026-10-29\|27.37\|-1.65\|28.19\|29.19\|27.27\|477245;2026-10-30\|25.84\|-5.59\|26.59\|28.40\|25.75\|475082;2026-11-02\|26.50\|2.55\|25.55\|27.54\|24.00\|504464;2026-11-03\|24.40\|-7.92\|26.13\|26.18\|24.30\|346272;2026-11-04\|25.87\|6.02\|24.14\|25.91\|23.18\|491074;2026-11-05\|27.95\|8.04\|25.00\|28.46\|24.24\|574361;2026-11-06\|26.92\|-3.69\|26.50\|27.68\|25.98\|387649;2026-11-09\|28.98\|7.65\|28.00\|29.61\|27.80\|558455;2026-11-10\|30.60\|5.59\|30.50\|31.68\|30.12\|452506;2026-11-11\|31.46\|2.81\|30.43\|32.31\|30.15\|410855
121866	宇树科技申购日期确定	此前完成停牌核查+AI4S+铝模+一带一路 1、据2026年1月15日关于股票交易停牌核查结果暨复牌的公告，公司股票自 2026 年 1 月 5 日至 2026 年 1 月 12 日连续 6 个交易日涨停，股票价格涨幅为 198.57%，短期内涨幅较大，显著偏离大盘指数。截至目前，公司业务不涉及ai应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化。 2、据2025年5月21日投资者关系活动记录表，公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发。 3、据2025年5月21日投资者关系活动记录表，公司与微观纪元共建合资公司上海志特纪元新材料科技有限公司，打造“量子+AI”材料研发新范式，加速技术产业化。 4、据2025年三季报，公司主营铝模、防护平台、装配式预制件，2025年前三季度营收20.23亿元、净利1.18亿元，同比增长12.09%、98.65%，盈利改善显著。 5、据2025年11月13日互动易，公司已在沙特设子公司并持续拓展东南亚、中东等“一带一路”市场，海外订单保持高速增长。	公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发，切入机器人赛道	2026-07-02\|18.01\|-5.21\|19.50\|19.86\|17.94\|419075;2026-07-03\|18.23\|1.22\|18.02\|18.90\|17.58\|353518;2026-07-06\|17.26\|-5.32\|18.79\|19.79\|17.15\|381654;2026-07-07\|16.37\|-5.16\|17.39\|17.50\|16.31\|241712;2026-07-08\|15.92\|-2.75\|16.29\|16.47\|15.90\|168620;2026-07-09\|15.95\|0.19\|15.85\|16.14\|15.26\|156668;2026-07-10\|11.88\|4.76\|11.30\|12.26\|11.07\|316814;2026-07-13\|10.86\|-8.59\|11.67\|12.09\|10.79\|270792;2026-07-14\|10.97\|1.01\|11.16\|11.25\|10.44\|212601;2026-07-15\|10.92\|-0.46\|10.93\|11.26\|10.80\|180325;2026-07-16\|10.65\|-2.47\|10.70\|11.05\|10.58\|197823;2026-07-17\|10.06\|-5.54\|10.65\|10.85\|9.93\|231241;2026-07-20\|9.81\|-2.49\|10.30\|10.48\|9.44\|259252;2026-07-21\|9.97\|1.63\|9.82\|10.02\|9.02\|270416;2026-07-22\|9.79\|-1.81\|9.87\|10.09\|9.68\|178639;2026-07-23\|10.12\|3.37\|9.80\|10.12\|9.73\|148174;2026-07-24\|9.71\|-4.05\|10.00\|10.02\|9.68\|136501;2026-07-27\|10.09\|3.91\|9.62\|10.11\|9.62\|143007;2026-07-28\|10.10\|0.10\|10.01\|10.26\|9.97\|130274;2026-07-29\|10.33\|2.28\|10.10\|10.35\|9.90\|179597;2026-07-30\|10.03\|-2.90\|10.31\|10.53\|9.99\|310020;2026-07-31\|11.39\|13.56\|10.05\|12.04\|10.04\|792545;2026-08-03\|10.84\|-4.83\|11.28\|11.31\|10.83\|565421;2026-08-04\|11.80\|8.86\|10.84\|12.23\|10.84\|578946;2026-08-05\|12.80\|8.47\|11.77\|13.25\|11.70\|629147;2026-08-06\|12.33\|-3.67\|12.65\|12.75\|12.22\|491386;2026-08-07\|14.80\|20.03\|12.38\|14.80\|11.78\|815612;2026-08-10\|14.50\|-2.03\|15.50\|15.70\|14.30\|1117145;2026-08-11\|14.00\|-3.45\|14.36\|15.37\|13.80\|976408;2026-08-12\|13.64\|-2.57\|13.88\|13.89\|13.39\|657240;2026-08-13\|14.43\|5.79\|13.62\|14.43\|13.46\|988263;2026-08-14\|12.99\|-9.98\|13.95\|13.99\|12.83\|760102;2026-08-17\|13.20\|1.62\|13.00\|13.26\|12.85\|439113;2026-08-18\|12.88\|-2.42\|13.16\|13.24\|12.68\|446596;2026-08-19\|11.88\|-7.76\|12.79\|12.89\|11.88\|403472;2026-08-20\|12.27\|3.28\|12.12\|12.50\|11.70\|340965;2026-08-21\|11.90\|-3.02\|12.10\|12.18\|11.70\|246549;2026-08-24\|11.50\|-3.36\|11.96\|11.97\|11.33\|225685;2026-08-25\|11.62\|1.04\|11.38\|11.67\|11.20\|185654;2026-08-26\|11.50\|-1.03\|11.61\|11.72\|11.45\|158687;2026-08-27\|11.67\|1.48\|11.50\|11.74\|11.43\|187026;2026-08-28\|12.43\|6.51\|12.03\|12.76\|11.56\|663084;2026-08-31\|12.39\|-0.32\|12.40\|12.87\|12.08\|494321;2026-09-01\|12.67\|2.26\|12.70\|13.04\|12.35\|523325;2026-09-02\|12.06\|-4.81\|12.28\|12.41\|11.97\|371133;2026-09-03\|12.02\|-0.33\|12.18\|12.28\|11.75\|280786;2026-09-04\|12.04\|0.17\|12.11\|12.59\|11.90\|330698;2026-09-07\|12.15\|0.91\|12.04\|12.26\|11.93\|204853;2026-09-08\|12.18\|0.25\|12.15\|12.32\|11.97\|211237;2026-09-09\|11.83\|-2.87\|12.26\|12.53\|11.76\|213618;2026-09-10\|11.57\|-2.20\|11.70\|11.78\|11.56\|154623;2026-09-11\|11.18\|-3.37\|11.40\|11.42\|11.05\|181028;2026-09-14\|11.02\|-1.43\|11.18\|11.25\|10.95\|150032;2026-09-15\|10.88\|-1.27\|11.02\|11.15\|10.83\|142762;2026-09-16\|10.98\|0.92\|10.80\|11.03\|10.74\|126126;2026-09-17\|10.90\|-0.73\|10.95\|11.10\|10.80\|131815;2026-09-18\|11.25\|3.21\|11.03\|11.47\|10.96\|210774;2026-09-21\|11.76\|4.53\|11.22\|12.05\|11.22\|313887;2026-09-22\|11.79\|0.26\|11.75\|12.05\|11.65\|261489;2026-09-23\|12.02\|1.95\|11.74\|12.10\|11.67\|295753;2026-09-24\|11.59\|-3.58\|11.89\|12.08\|11.58\|177059;2026-09-28\|11.04\|-4.75\|11.66\|11.66\|10.90\|175373;2026-09-29\|11.15\|1.00\|11.08\|11.30\|11.01\|113281;2026-09-30\|11.27\|1.08\|11.28\|11.58\|11.01\|202989;2026-10-08\|10.94\|-2.93\|11.33\|11.67\|10.89\|195225;2026-10-09\|11.03\|0.82\|11.06\|11.07\|10.29\|212761;2026-10-12\|10.80\|-2.09\|10.98\|11.02\|10.68\|117769;2026-10-13\|10.95\|1.39\|10.63\|11.12\|10.42\|156889;2026-10-14\|10.68\|-2.47\|10.90\|10.94\|10.66\|99672;2026-10-15\|10.18\|-4.68\|10.30\|10.58\|10.17\|121294;2026-10-16\|10.25\|0.69\|10.38\|10.71\|10.12\|164957;2026-10-19\|10.16\|-0.88\|10.21\|10.32\|9.92\|118406;2026-10-20\|10.85\|6.79\|10.15\|11.05\|10.08\|224406;2026-10-21\|10.66\|-1.75\|10.84\|10.93\|10.58\|186315;2026-10-22\|10.05\|-5.72\|10.58\|10.67\|10.05\|151778;2026-10-23\|10.40\|3.48\|9.98\|10.48\|9.36\|225892;2026-10-26\|10.40\|0.00\|10.33\|10.63\|10.27\|165081;2026-10-27\|9.88\|-5.00\|10.40\|10.54\|9.88\|128204;2026-10-28\|10.91\|10.43\|9.95\|11.86\|9.88\|556942;2026-10-29\|10.12\|-7.24\|10.61\|10.78\|10.10\|390343;2026-10-30\|9.34\|-7.71\|9.70\|10.06\|9.33\|304864;2026-11-02\|9.74\|4.28\|9.25\|9.98\|8.98\|291628;2026-11-03\|9.53\|-2.16\|9.62\|10.22\|9.47\|258936;2026-11-04\|9.91\|3.99\|9.50\|9.94\|9.36\|270268;2026-11-05\|10.34\|4.34\|9.92\|10.48\|9.85\|280035;2026-11-06\|9.91\|-4.16\|9.89\|10.30\|9.82\|186952;2026-11-09\|9.95\|0.40\|10.07\|10.32\|9.94\|163251;2026-11-10\|10.32\|3.72\|10.17\|10.40\|10.14\|183332;2026-11-11\|10.91\|5.72\|10.25\|11.26\|10.19\|429521
121865	宇树科技申购日期确定	电子皮肤+供货优必选+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、据上证报2026年6月30日报道，优必选发布全尺寸超仿生人形机器人，福莱新材方面表示，其电子皮肤材料已部分应用于此次发布的消费级人形机器人。 2、据2026年4月28日年报，公司全年完成三代电子皮肤产品迭代，第三代“芯感一体”触觉智能电子皮肤集成柔性芯片与AI算法，实现从“原始数据”到“智能触觉”的飞跃；据2026年5月27日投资者关系活动记录表，公司已完成新产品技术迭代，建成量产产线并实现批量供货，已与众多国内外头部灵巧手及本体厂商展开深度合作。 3、据2025年年度报告，公司为国内广告喷墨打印材料龙头企业，主营业务涵盖广告喷墨打印材料、标签标识印刷材料及电子级功能材料等，是国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业。	1、电子皮肤在人形机器人用途有身体关节的防碰撞、灵巧手等，公司全资子公司浙江欧仁新材料拥有传感器专利，分别是基于柔性压敏元件的拉伸传感器、一种柔性温度传感器及其制备方法等； 2、目前公司电子级功能材料主要应用于苹果、华为、三星及国内知名高端品牌手机的无线充电模组及石墨散热模块	2026-07-02\|34.32\|10.00\|31.63\|34.32\|31.30\|208625;2026-07-03\|34.88\|1.63\|33.46\|36.10\|32.60\|315711;2026-07-06\|32.66\|-6.36\|33.80\|34.65\|32.59\|180742;2026-07-07\|31.45\|-3.70\|32.60\|33.50\|31.18\|110684;2026-07-08\|30.17\|-4.07\|31.35\|31.49\|29.22\|124403;2026-07-09\|29.75\|-1.39\|30.46\|30.51\|28.44\|78839;2026-07-10\|29.91\|0.54\|29.98\|31.29\|29.49\|91222;2026-07-13\|27.69\|-7.42\|29.93\|29.99\|27.61\|69890;2026-07-14\|27.50\|-0.69\|27.55\|27.98\|26.63\|50878;2026-07-15\|27.67\|0.62\|27.55\|28.12\|26.88\|57529;2026-07-16\|27.17\|-1.81\|27.50\|29.45\|26.88\|90509;2026-07-17\|24.89\|-8.39\|27.39\|27.95\|24.53\|98295;2026-07-20\|22.80\|-8.40\|24.85\|25.65\|22.45\|91482;2026-07-21\|23.65\|3.73\|23.17\|23.66\|21.25\|87773;2026-07-22\|23.76\|0.47\|23.55\|24.69\|23.06\|71823;2026-07-23\|23.58\|-0.76\|23.30\|23.90\|23.13\|40537;2026-07-24\|23.08\|-2.12\|23.09\|23.77\|22.88\|37665;2026-07-27\|23.97\|3.86\|22.90\|23.97\|22.89\|40565;2026-07-28\|23.40\|-2.38\|23.31\|24.24\|23.23\|36165;2026-07-29\|23.39\|-0.04\|23.39\|23.62\|22.80\|39944;2026-07-30\|22.55\|-3.59\|23.13\|23.36\|22.25\|53593;2026-07-31\|24.53\|8.78\|23.20\|24.81\|23.20\|90856;2026-08-03\|26.98\|9.99\|25.69\|26.98\|25.30\|121855;2026-08-04\|27.11\|0.48\|26.76\|27.45\|26.31\|172997;2026-08-05\|27.97\|3.17\|26.99\|28.34\|26.69\|117397;2026-08-06\|28.19\|0.79\|27.68\|29.60\|27.48\|99582;2026-08-07\|27.94\|-0.89\|28.89\|28.91\|27.34\|77862;2026-08-10\|28.16\|0.79\|28.22\|28.32\|27.60\|58825;2026-08-11\|28.76\|2.13\|27.79\|29.37\|27.56\|87064;2026-08-12\|30.71\|6.78\|28.60\|30.97\|28.32\|122300;2026-08-13\|30.62\|-0.29\|31.41\|31.62\|30.59\|77685;2026-08-14\|29.90\|-2.35\|30.98\|31.07\|29.55\|59154;2026-08-17\|30.90\|3.34\|30.20\|31.48\|30.08\|66348;2026-08-18\|30.98\|0.26\|30.78\|31.08\|30.20\|65762;2026-08-19\|27.88\|-10.01\|30.68\|31.60\|27.88\|95261;2026-08-20\|29.25\|4.91\|27.72\|30.28\|27.40\|85658;2026-08-21\|29.55\|1.03\|29.07\|30.55\|29.06\|62934;2026-08-24\|29.59\|0.14\|29.35\|30.45\|28.90\|55954;2026-08-25\|29.99\|1.35\|29.32\|30.54\|29.06\|53177;2026-08-26\|28.89\|-3.67\|30.23\|30.58\|28.82\|57805;2026-08-27\|29.50\|2.11\|28.90\|29.90\|28.65\|46323;2026-08-28\|29.10\|-1.36\|29.31\|29.95\|28.89\|42481;2026-08-31\|29.57\|1.62\|28.77\|29.87\|28.50\|38443;2026-09-01\|29.14\|-1.45\|29.57\|29.98\|29.10\|35588;2026-09-02\|28.30\|-2.88\|29.00\|29.00\|28.30\|33023;2026-09-03\|28.33\|0.11\|28.34\|28.60\|26.81\|100380;2026-09-04\|27.22\|-3.92\|28.45\|29.10\|26.95\|73573;2026-09-07\|29.94\|9.99\|27.31\|29.94\|27.27\|118433;2026-09-08\|29.97\|0.10\|30.60\|30.88\|29.20\|125388;2026-09-09\|30.09\|0.40\|30.04\|30.81\|29.70\|70836;2026-09-10\|28.88\|-4.02\|30.00\|30.00\|28.83\|54170;2026-09-11\|27.85\|-3.57\|28.37\|28.58\|27.13\|55607;2026-09-14\|28.49\|2.30\|28.90\|29.69\|27.31\|107103;2026-09-15\|28.00\|-1.72\|28.24\|29.65\|27.93\|82488;2026-09-16\|29.24\|4.43\|27.94\|29.57\|27.68\|96123;2026-09-17\|30.13\|3.04\|29.32\|30.60\|29.02\|101977;2026-09-18\|30.10\|-0.10\|30.32\|30.58\|29.60\|77494;2026-09-21\|30.26\|0.53\|29.97\|31.10\|29.95\|59255;2026-09-22\|30.00\|-0.86\|30.19\|30.90\|29.92\|49478;2026-09-23\|31.01\|3.37\|29.93\|31.19\|29.61\|77347;2026-09-24\|32.22\|3.90\|31.17\|34.00\|30.78\|166340;2026-09-28\|29.68\|-7.88\|32.00\|32.12\|29.58\|112994;2026-09-29\|29.98\|1.01\|29.45\|30.82\|29.23\|73210;2026-09-30\|29.42\|-1.87\|30.00\|31.30\|29.39\|74829;2026-10-08\|28.26\|-3.94\|29.20\|29.97\|28.14\|73991;2026-10-09\|27.89\|-1.31\|28.08\|28.14\|26.13\|90029;2026-10-12\|26.74\|-4.12\|27.70\|27.88\|26.70\|42174;2026-10-13\|27.21\|1.76\|26.24\|27.60\|25.60\|61939;2026-10-14\|26.81\|-1.47\|26.95\|27.18\|26.58\|37213;2026-10-15\|25.43\|-5.15\|26.01\|26.67\|25.30\|39905;2026-10-16\|25.61\|0.71\|25.87\|26.38\|25.36\|47220;2026-10-19\|28.17\|10.00\|25.61\|28.17\|24.78\|83678;2026-10-20\|30.99\|10.01\|29.84\|30.99\|29.65\|47944;2026-10-21\|32.91\|6.20\|33.66\|34.09\|31.00\|504883;2026-10-22\|34.68\|5.38\|32.48\|36.00\|32.48\|455148;2026-10-23\|38.15\|10.01\|34.07\|38.15\|33.76\|347738;2026-10-26\|41.97\|10.01\|40.09\|41.97\|40.09\|179647;2026-10-27\|44.19\|5.29\|42.17\|45.78\|41.98\|535706;2026-10-28\|48.61\|10.00\|45.12\|48.61\|44.87\|512294;2026-10-29\|47.65\|-1.97\|46.70\|49.50\|46.66\|377264;2026-10-30\|46.80\|-1.78\|46.80\|49.33\|44.80\|394746;2026-11-02\|45.24\|-3.33\|45.83\|47.82\|43.05\|424464;2026-11-03\|40.72\|-9.99\|44.00\|45.82\|40.72\|380946;2026-11-04\|44.79\|10.00\|40.66\|44.79\|39.81\|428995;2026-11-05\|49.27\|10.00\|46.05\|49.27\|44.26\|401926;2026-11-06\|48.91\|-0.73\|47.72\|52.10\|47.00\|457643;2026-11-09\|52.09\|6.50\|53.23\|53.80\|51.51\|393342;2026-11-10\|57.30\|10.00\|53.80\|57.30\|53.80\|227482;2026-11-11\|63.03\|10.00\|60.00\|63.03\|59.30\|345475
121864	宇树科技申购日期确定	人形机器人+电子皮肤+汽车内饰行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月1日互动易，公司将于2026年7月2日-7月4日参加上海国际具身智能产业博览会，展出柔性传感器/电子皮肤方面的最新研发成果。 2、据2026年4月21日年报及2026年6月26日相关债券跟踪评级报告，公司2025年新设多家子公司切入人形机器人赛道，重点开发功能皮革、机器人柔性皮肤等新产品，目前已形成柔性电子皮肤和功能皮革两大技术主线。 3、据2026年4月21日年报，公司主营汽车内饰新材料，构建起“MINGXIN”真皮、“MENORCA”水性超纤等五大自主材料品牌矩阵，为全球客户提供一站式综合解决方案。	公司正积极接触柔性传感器公司，实现皮肤与传感器业务结合	2026-07-02\|17.37\|0.29\|17.34\|18.18\|17.20\|31299;2026-07-03\|19.11\|10.02\|17.62\|19.11\|17.42\|17728;2026-07-06\|17.69\|-7.24\|19.00\|19.40\|17.55\|60094;2026-07-07\|16.49\|-6.78\|17.64\|18.27\|16.49\|50431;2026-07-08\|15.80\|-4.18\|16.94\|16.97\|15.70\|39399;2026-07-09\|15.66\|-0.89\|15.63\|16.08\|15.23\|29254;2026-07-10\|16.48\|5.24\|15.70\|17.23\|15.46\|59326;2026-07-13\|15.75\|-4.43\|17.33\|17.33\|15.68\|41910;2026-07-14\|15.60\|-0.95\|15.99\|15.99\|15.16\|33020;2026-07-15\|15.76\|1.03\|15.52\|16.09\|15.40\|30680;2026-07-16\|15.62\|-0.89\|15.67\|16.31\|15.28\|27936;2026-07-17\|14.55\|-6.85\|15.66\|15.94\|14.50\|36912;2026-07-20\|13.94\|-4.19\|14.72\|15.04\|13.73\|39268;2026-07-21\|13.97\|0.22\|13.94\|14.18\|12.94\|37264;2026-07-22\|13.70\|-1.93\|13.97\|14.10\|13.52\|32466;2026-07-23\|14.20\|3.65\|13.54\|14.28\|13.54\|21528;2026-07-24\|14.06\|-0.99\|14.04\|14.24\|13.82\|23928;2026-07-27\|15.47\|10.03\|14.17\|15.47\|13.80\|27171;2026-07-28\|17.02\|10.02\|15.86\|17.02\|15.09\|50088;2026-07-29\|18.72\|9.99\|18.72\|18.72\|18.32\|56195;2026-07-30\|20.59\|9.99\|20.59\|20.59\|20.30\|59514;2026-07-31\|21.69\|5.34\|22.25\|22.65\|19.77\|221598;2026-08-03\|19.52\|-10.00\|20.40\|20.40\|19.52\|60583;2026-08-04\|21.47\|9.99\|19.31\|21.47\|18.35\|196517;2026-08-05\|21.95\|2.24\|21.16\|22.48\|21.16\|172221;2026-08-06\|21.14\|-3.69\|21.90\|22.80\|20.97\|122590;2026-08-07\|21.01\|-0.61\|21.66\|21.66\|20.18\|83169;2026-08-10\|21.10\|0.43\|21.01\|21.80\|20.48\|69677;2026-08-11\|20.46\|-3.03\|21.30\|21.45\|20.20\|97221;2026-08-12\|19.75\|-3.47\|20.14\|20.47\|19.22\|102449;2026-08-13\|19.12\|-3.19\|19.77\|19.77\|19.12\|70382;2026-08-14\|18.92\|-1.05\|19.00\|19.30\|18.65\|50868;2026-08-17\|18.97\|0.26\|18.73\|18.97\|18.36\|49774;2026-08-18\|18.38\|-3.11\|19.00\|19.06\|18.21\|51115;2026-08-19\|17.20\|-6.42\|18.15\|18.28\|17.11\|55401;2026-08-20\|17.16\|-0.23\|17.34\|17.57\|17.14\|32136;2026-08-21\|17.19\|0.17\|17.23\|17.28\|16.85\|28844;2026-08-24\|16.92\|-1.57\|17.19\|17.39\|16.61\|33382;2026-08-25\|17.60\|4.02\|16.85\|17.76\|16.76\|50049;2026-08-26\|17.48\|-0.68\|17.60\|17.80\|17.28\|42528;2026-08-27\|17.42\|-0.34\|17.58\|17.62\|17.21\|27083;2026-08-28\|17.71\|1.66\|17.50\|17.82\|17.44\|34905;2026-08-31\|18.53\|4.63\|17.74\|18.64\|17.51\|60886;2026-09-01\|20.38\|9.98\|18.70\|20.38\|18.70\|92454;2026-09-02\|21.36\|4.81\|20.68\|21.69\|20.49\|138316;2026-09-03\|23.50\|10.02\|21.78\|23.50\|21.78\|124309;2026-09-04\|21.15\|-10.00\|23.28\|24.00\|21.15\|106333;2026-09-07\|21.72\|2.69\|20.55\|22.20\|20.16\|141026;2026-09-08\|21.82\|0.46\|22.10\|22.68\|21.30\|104316;2026-09-09\|20.89\|-4.26\|21.73\|22.46\|20.77\|94470;2026-09-10\|20.34\|-2.63\|20.79\|21.27\|20.20\|47615;2026-09-11\|19.77\|-2.80\|20.31\|20.31\|19.54\|35668;2026-09-14\|19.58\|-0.96\|19.79\|19.84\|19.38\|24982;2026-09-15\|19.18\|-2.04\|19.50\|20.00\|19.02\|28479;2026-09-16\|19.10\|-0.42\|19.16\|19.40\|18.74\|35558;2026-09-17\|19.21\|0.58\|19.00\|19.60\|18.72\|37815;2026-09-18\|19.41\|1.04\|19.20\|19.89\|19.20\|42427;2026-09-21\|20.97\|8.04\|19.63\|21.35\|19.46\|109340;2026-09-22\|20.70\|-1.29\|21.18\|21.30\|20.31\|84300;2026-09-23\|20.88\|0.87\|20.52\|21.71\|20.44\|74957;2026-09-24\|20.80\|-0.38\|20.83\|21.35\|20.60\|42836;2026-09-28\|20.35\|-2.16\|20.81\|20.91\|19.77\|39924;2026-09-29\|20.12\|-1.13\|20.25\|20.74\|20.01\|31915;2026-09-30\|20.32\|0.99\|20.49\|20.60\|20.08\|30190;2026-10-08\|20.20\|-0.59\|20.85\|20.85\|19.73\|25062;2026-10-09\|20.18\|-0.10\|20.20\|20.40\|19.32\|36988;2026-10-12\|19.53\|-3.22\|20.25\|20.25\|19.40\|23644;2026-10-13\|19.91\|1.95\|19.64\|20.70\|18.76\|55513;2026-10-14\|19.16\|-3.77\|19.71\|20.20\|19.08\|32840;2026-10-15\|18.20\|-5.01\|18.50\|19.16\|18.10\|26620;2026-10-16\|18.27\|0.38\|17.90\|19.12\|17.90\|31165;2026-10-19\|18.49\|1.20\|18.45\|18.87\|17.60\|32742;2026-10-20\|19.10\|3.30\|18.11\|19.86\|18.11\|57227;2026-10-21\|19.05\|-0.26\|19.49\|19.72\|18.84\|41433;2026-10-22\|18.47\|-3.04\|19.22\|19.50\|18.34\|32303;2026-10-23\|19.00\|2.87\|18.12\|19.09\|17.00\|45274;2026-10-26\|18.95\|-0.26\|18.77\|19.93\|18.75\|50135;2026-10-27\|18.72\|-1.21\|18.98\|20.50\|18.71\|76787;2026-10-28\|19.43\|3.79\|18.49\|20.59\|18.48\|105842;2026-10-29\|17.91\|-7.82\|19.20\|19.42\|17.75\|74313;2026-10-30\|17.30\|-3.41\|17.67\|18.43\|17.10\|59764;2026-11-02\|16.95\|-2.02\|17.88\|17.95\|16.46\|57626;2026-11-03\|16.02\|-5.49\|16.95\|16.95\|15.90\|38588;2026-11-04\|16.41\|2.43\|15.96\|16.60\|15.41\|59364;2026-11-05\|16.89\|2.92\|16.28\|16.97\|16.04\|39005;2026-11-06\|16.24\|-3.85\|16.29\|16.59\|15.94\|33343;2026-11-09\|17.31\|6.59\|16.58\|17.80\|16.44\|65898;2026-11-10\|18.38\|6.18\|17.73\|19.04\|17.31\|85697;2026-11-11\|19.24\|4.68\|18.47\|19.61\|18.01\|46318
121863	宇树科技申购日期确定	间接持股宇树科技+北京国资+城市更新 1、据2026年7月2日中国证监会批复，同意宇树科技科创板IPO注册；据2025年9月13日异动公告，公司控股子公司盈信公司间接持有宇树科技约0.3%股权，持股比例极低，仅为财务性投资。 2、据2026年6月29日公告，控股股东首开集团与北京市建筑设计研究院股份有限公司实施重组，北京建院67.50%国有股权无偿划转至首开集团，公司最终控制人为北京市人民政府国有资产监督管理委员会。 3、据2026年4月23日年报，公司聚焦城市更新主战场，积极承接国家级、市级重点城市更新项目，打造城市有机更新标杆，并整合19家二级单位实施“瘦身健体”。	公司通过金石投资间接投资宇树机器人	2026-07-02\|3.46\|1.17\|3.40\|3.57\|3.38\|956786;2026-07-03\|3.81\|10.12\|3.81\|3.81\|3.81\|370635;2026-07-06\|3.97\|4.20\|4.01\|4.19\|3.81\|2858108;2026-07-07\|3.57\|-10.08\|3.85\|3.86\|3.57\|1575710;2026-07-08\|3.31\|-7.28\|3.57\|3.59\|3.27\|1243557;2026-07-09\|3.33\|0.60\|3.32\|3.52\|3.25\|1083493;2026-07-10\|3.66\|9.91\|3.27\|3.66\|3.22\|1409650;2026-07-13\|3.33\|-9.02\|3.55\|3.62\|3.33\|1219699;2026-07-14\|3.28\|-1.50\|3.33\|3.39\|3.19\|817887;2026-07-15\|3.30\|0.61\|3.18\|3.35\|3.11\|918293;2026-07-16\|3.40\|3.03\|3.25\|3.47\|3.22\|946470;2026-07-17\|3.19\|-6.18\|3.38\|3.49\|3.16\|907248;2026-07-20\|3.16\|-0.94\|3.21\|3.26\|3.10\|763585;2026-07-21\|3.20\|1.27\|3.15\|3.20\|2.98\|808414;2026-07-22\|3.31\|3.44\|3.16\|3.40\|3.15\|1131501;2026-07-23\|3.34\|0.91\|3.22\|3.35\|3.21\|673628;2026-07-24\|3.31\|-0.90\|3.27\|3.44\|3.27\|746644;2026-07-27\|3.64\|9.97\|3.31\|3.64\|3.31\|1288664;2026-07-28\|3.62\|-0.55\|3.58\|3.73\|3.56\|1502958;2026-07-29\|3.69\|1.93\|3.61\|3.72\|3.60\|1033876;2026-07-30\|3.69\|0.00\|3.64\|3.77\|3.64\|929287;2026-07-31\|4.02\|8.94\|3.87\|4.06\|3.80\|3034060;2026-08-03\|4.22\|4.98\|3.85\|4.40\|3.85\|2873339;2026-08-04\|4.23\|0.24\|4.08\|4.44\|3.93\|2509891;2026-08-05\|4.24\|0.24\|4.12\|4.38\|4.06\|2222241;2026-08-06\|4.09\|-3.54\|4.14\|4.37\|4.07\|1719570;2026-08-07\|4.10\|0.24\|4.11\|4.22\|3.89\|1830668;2026-08-10\|4.00\|-2.44\|4.19\|4.19\|3.99\|1209321;2026-08-11\|4.02\|0.50\|3.91\|4.16\|3.81\|1433664;2026-08-12\|4.42\|9.95\|3.94\|4.42\|3.91\|2491091;2026-08-13\|4.18\|-5.43\|4.34\|4.39\|4.16\|2448547;2026-08-14\|3.99\|-4.55\|4.14\|4.18\|3.96\|1287007;2026-08-17\|4.14\|3.76\|3.96\|4.18\|3.92\|1179532;2026-08-18\|4.33\|4.59\|4.20\|4.50\|4.04\|2310712;2026-08-19\|3.90\|-9.93\|4.10\|4.17\|3.90\|1373961;2026-08-20\|3.51\|-10.00\|3.66\|3.73\|3.51\|1480460;2026-08-21\|3.53\|0.57\|3.40\|3.59\|3.38\|841733;2026-08-24\|3.29\|-6.80\|3.46\|3.47\|3.29\|808995;2026-08-25\|3.35\|1.82\|3.20\|3.43\|3.20\|602219;2026-08-26\|3.37\|0.60\|3.32\|3.40\|3.30\|617330;2026-08-27\|3.38\|0.30\|3.34\|3.40\|3.33\|554527;2026-08-28\|3.40\|0.59\|3.39\|3.44\|3.35\|642314;2026-08-31\|3.50\|2.94\|3.68\|3.74\|3.46\|1490539;2026-09-01\|3.40\|-2.86\|3.34\|3.45\|3.34\|937111;2026-09-02\|3.29\|-3.24\|3.35\|3.38\|3.28\|650156;2026-09-03\|3.31\|0.61\|3.32\|3.35\|3.29\|447356;2026-09-04\|3.33\|0.60\|3.30\|3.41\|3.30\|661732;2026-09-07\|3.34\|0.30\|3.32\|3.35\|3.28\|411746;2026-09-08\|3.39\|1.50\|3.32\|3.39\|3.32\|536144;2026-09-09\|3.29\|-2.95\|3.37\|3.37\|3.28\|596415;2026-09-10\|3.23\|-1.82\|3.27\|3.27\|3.22\|380516;2026-09-11\|3.18\|-1.55\|3.21\|3.22\|3.14\|415340;2026-09-14\|3.17\|-0.31\|3.17\|3.22\|3.15\|248828;2026-09-15\|3.07\|-3.15\|3.16\|3.17\|3.07\|408184;2026-09-16\|3.09\|0.65\|3.07\|3.10\|3.05\|282857;2026-09-17\|3.10\|0.32\|3.08\|3.12\|3.05\|370876;2026-09-18\|3.17\|2.26\|3.11\|3.18\|3.10\|481971;2026-09-21\|3.31\|4.42\|3.15\|3.35\|3.13\|964500;2026-09-22\|3.40\|2.72\|3.27\|3.44\|3.25\|1218263;2026-09-23\|3.33\|-2.06\|3.36\|3.46\|3.31\|852037;2026-09-24\|3.19\|-4.20\|3.31\|3.33\|3.19\|557517;2026-09-28\|3.17\|-0.63\|3.19\|3.20\|3.12\|365180;2026-09-29\|3.39\|6.94\|3.19\|3.49\|3.17\|1374471;2026-09-30\|3.30\|-2.65\|3.32\|3.38\|3.10\|1426489;2026-10-08\|3.20\|-3.03\|3.30\|3.33\|3.18\|756205;2026-10-09\|3.23\|0.94\|3.19\|3.29\|3.09\|622459;2026-10-12\|3.09\|-4.33\|3.20\|3.24\|3.08\|528586;2026-10-13\|3.08\|-0.32\|3.06\|3.14\|3.00\|417319;2026-10-14\|2.98\|-3.25\|3.06\|3.10\|2.98\|397733;2026-10-15\|2.80\|-6.04\|2.90\|2.94\|2.80\|511688;2026-10-16\|2.83\|1.07\|2.85\|2.92\|2.81\|512312;2026-10-19\|2.82\|-0.35\|2.81\|2.83\|2.75\|382767;2026-10-20\|2.79\|-1.06\|2.82\|2.86\|2.76\|468891;2026-10-21\|2.86\|2.51\|2.79\|2.96\|2.78\|503172;2026-10-22\|2.76\|-3.50\|2.85\|2.87\|2.75\|431994;2026-10-23\|2.86\|3.62\|2.72\|2.87\|2.62\|609383;2026-10-26\|2.83\|-1.05\|2.84\|2.88\|2.80\|368584;2026-10-27\|2.74\|-3.18\|2.82\|2.86\|2.74\|297689;2026-10-28\|2.77\|1.09\|2.75\|2.85\|2.70\|442423;2026-10-29\|2.67\|-3.61\|2.76\|2.80\|2.65\|452623;2026-10-30\|2.58\|-3.37\|2.62\|2.71\|2.58\|401539;2026-11-02\|2.65\|2.71\|2.60\|2.66\|2.53\|441073;2026-11-03\|2.63\|-0.75\|2.63\|2.69\|2.60\|351946;2026-11-04\|2.65\|0.76\|2.65\|2.66\|2.55\|468203;2026-11-05\|2.75\|3.77\|2.65\|2.80\|2.63\|666132;2026-11-06\|2.68\|-2.55\|2.69\|2.75\|2.67\|335383;2026-11-09\|2.68\|0.00\|2.70\|2.73\|2.66\|278672;2026-11-10\|2.75\|2.61\|2.71\|2.78\|2.68\|403243;2026-11-11\|2.76\|0.36\|2.74\|2.78\|2.72\|328810
121862	宇树科技申购日期确定	物理AI收入+具身智能平台+机器人概念+CAE软件行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2025年年度报告及2026年4月27日投资者关系活动记录表，公司2025年来自开物平台物理AI核心的收入达5816万元，超额完成股权激励目标，并在低空经济领域实现项目落地。 2、据2026年4月27日投资者关系活动记录表，公司在具身智能训练领域，依托仿真底座和物理AI能力，计划今年发布虚拟训练环境产品，并积极对接客户。 3、根据2025年5月27日互动易，索辰物理AI开发平台针对机器人场景目前发布了机器人设计优化软件，针对机器人训练提供环境的功能尚在开发中。 4、据2025年年度报告，公司是国内CAE计算机辅助工程软件领域的龙头企业，2025年实现营业收入4.66亿元，其中天工系列CAE收入达2.84亿元，占总收入61%。	公司推出物理AI开发及应用平台全场景解决方案，对标英伟达Omniverse，针对机器人场景目前发布了机器人设计优化软件	2026-07-02\|244.89\|-10.53\|265.50\|285.02\|237.00\|97680;2026-07-03\|249.51\|1.89\|245.50\|264.00\|232.03\|103849;2026-07-06\|212.00\|-15.03\|249.59\|251.51\|210.80\|116742;2026-07-07\|213.58\|0.75\|216.00\|225.00\|209.30\|69410;2026-07-08\|204.50\|-4.25\|213.39\|216.01\|200.00\|71632;2026-07-09\|210.68\|3.02\|206.79\|211.99\|195.00\|75630;2026-07-10\|208.00\|-1.27\|208.98\|223.93\|207.01\|81499;2026-07-13\|190.90\|-8.22\|208.00\|208.21\|190.50\|67157;2026-07-14\|197.00\|3.20\|194.00\|200.89\|186.04\|56807;2026-07-15\|194.09\|-1.48\|201.00\|204.77\|191.00\|50366;2026-07-16\|184.08\|-5.16\|190.18\|197.50\|181.30\|56819;2026-07-17\|164.85\|-10.45\|182.00\|185.45\|163.33\|70731;2026-07-20\|147.50\|-10.52\|168.66\|170.88\|141.14\|85556;2026-07-21\|159.70\|8.27\|150.77\|159.91\|127.50\|95131;2026-07-22\|152.20\|-4.70\|155.09\|161.77\|150.99\|68613;2026-07-23\|150.21\|-1.31\|152.52\|157.80\|148.13\|45553;2026-07-24\|144.50\|-3.80\|147.00\|151.00\|143.00\|36263;2026-07-27\|151.49\|4.84\|145.47\|152.88\|141.00\|42171;2026-07-28\|145.61\|-3.88\|148.00\|163.38\|143.99\|78226;2026-07-29\|138.55\|-4.85\|145.00\|146.88\|133.80\|71648;2026-07-30\|129.00\|-6.89\|136.20\|140.88\|127.48\|63521;2026-07-31\|147.68\|14.48\|140.00\|154.80\|137.91\|106394;2026-08-03\|146.11\|-1.06\|145.00\|156.12\|143.80\|86866;2026-08-04\|154.29\|5.60\|150.19\|156.99\|142.78\|82549;2026-08-05\|174.53\|13.12\|153.00\|179.89\|151.13\|114749;2026-08-06\|179.36\|2.77\|169.55\|182.39\|169.13\|102421;2026-08-07\|177.84\|-0.85\|175.00\|181.50\|167.10\|97453;2026-08-10\|171.41\|-3.62\|177.87\|179.80\|168.02\|65975;2026-08-11\|174.98\|2.08\|171.49\|180.88\|166.87\|81700;2026-08-12\|178.43\|1.97\|175.81\|180.86\|171.07\|66315;2026-08-13\|172.28\|-3.45\|178.43\|190.00\|171.66\|85735;2026-08-14\|173.30\|0.59\|174.39\|175.20\|169.00\|55764;2026-08-17\|182.00\|5.02\|173.74\|182.08\|170.00\|66567;2026-08-18\|187.98\|3.29\|180.20\|193.59\|180.00\|85711;2026-08-19\|157.71\|-16.10\|179.89\|179.89\|156.18\|81152;2026-08-20\|155.52\|-1.39\|159.50\|160.88\|153.00\|47217;2026-08-21\|158.46\|1.89\|154.84\|160.88\|152.81\|36666;2026-08-24\|149.17\|-5.86\|156.00\|156.46\|146.00\|47758;2026-08-25\|151.03\|1.25\|146.51\|153.05\|143.80\|33764;2026-08-26\|149.35\|-1.11\|151.10\|151.97\|145.60\|28551;2026-08-27\|153.80\|2.98\|150.99\|154.49\|146.60\|38330;2026-08-28\|151.49\|-1.50\|159.00\|160.55\|151.06\|53161;2026-08-31\|157.92\|4.24\|145.20\|158.26\|145.01\|47026;2026-09-01\|150.44\|-4.74\|158.10\|159.80\|149.38\|37452;2026-09-02\|147.20\|-2.15\|148.69\|150.90\|145.54\|23465;2026-09-03\|149.07\|1.27\|150.50\|159.00\|147.32\|40528;2026-09-04\|147.00\|-1.39\|151.00\|154.99\|144.00\|40633;2026-09-07\|151.28\|2.91\|149.98\|153.98\|149.98\|39703;2026-09-08\|146.90\|-2.90\|150.80\|152.91\|146.04\|44600;2026-09-09\|145.27\|-1.11\|147.90\|149.68\|144.00\|37465;2026-09-10\|142.21\|-2.11\|144.16\|145.28\|141.01\|24627;2026-09-11\|139.48\|-1.92\|140.97\|140.97\|135.18\|32197;2026-09-14\|137.99\|-1.07\|139.50\|140.00\|135.20\|19162;2026-09-15\|136.53\|-1.06\|137.47\|140.58\|136.32\|21223;2026-09-16\|140.50\|2.91\|135.20\|142.36\|135.20\|34587;2026-09-17\|141.06\|0.40\|140.00\|145.49\|139.00\|32303;2026-09-18\|145.34\|3.03\|142.64\|147.88\|142.46\|38132;2026-09-21\|147.08\|1.20\|147.00\|149.00\|145.18\|33782;2026-09-22\|144.80\|-1.55\|148.80\|150.57\|143.83\|30148;2026-09-23\|144.08\|-0.50\|145.63\|146.00\|142.02\|18907;2026-09-24\|141.09\|-2.08\|143.50\|146.52\|141.09\|18922;2026-09-28\|132.50\|-6.09\|141.11\|141.66\|130.01\|26188;2026-09-29\|134.63\|1.61\|134.02\|138.27\|133.61\|23518;2026-09-30\|133.15\|-1.10\|136.00\|138.63\|132.83\|21095;2026-10-08\|125.45\|-5.78\|130.90\|132.00\|124.11\|26033;2026-10-09\|126.66\|0.96\|125.55\|127.71\|116.80\|30411;2026-10-12\|122.49\|-3.29\|128.00\|128.00\|121.00\|19839;2026-10-13\|125.60\|2.54\|119.49\|129.97\|115.00\|37358;2026-10-14\|129.81\|3.35\|125.00\|131.57\|121.66\|52814;2026-10-15\|118.00\|-9.10\|122.35\|127.90\|117.22\|39045;2026-10-16\|119.42\|1.20\|123.95\|124.39\|117.80\|33621;2026-10-19\|143.30\|20.00\|118.34\|143.30\|116.50\|73744;2026-10-20\|162.07\|13.10\|142.57\|167.87\|139.05\|132292;2026-10-21\|168.98\|4.26\|160.06\|173.59\|160.06\|105063;2026-10-22\|160.72\|-4.89\|167.28\|171.28\|160.50\|84503;2026-10-23\|183.08\|14.01\|153.20\|192.70\|148.00\|143743;2026-10-26\|175.57\|-4.10\|175.00\|193.00\|170.00\|145328;2026-10-27\|159.00\|-9.44\|169.86\|173.48\|158.88\|98296;2026-10-28\|160.93\|1.21\|158.00\|172.00\|155.01\|104519;2026-10-29\|148.00\|-8.03\|156.55\|167.20\|147.66\|86294;2026-10-30\|148.65\|0.44\|144.82\|158.00\|144.82\|76703;2026-11-02\|151.82\|2.13\|145.00\|156.00\|132.30\|87532;2026-11-03\|142.63\|-6.05\|148.50\|154.87\|142.17\|62492;2026-11-04\|171.16\|20.00\|144.66\|171.16\|139.78\|116847;2026-11-05\|189.01\|10.43\|176.00\|191.10\|175.98\|126610;2026-11-06\|181.00\|-4.24\|178.00\|186.59\|176.68\|91056;2026-11-09\|184.40\|1.88\|188.88\|200.87\|183.01\|112575;2026-11-10\|193.62\|5.00\|188.09\|198.57\|184.57\|102224;2026-11-11\|201.45\|4.04\|189.00\|209.99\|188.11\|107811
121861	宇树科技申购日期确定	机器人+中报预增+改性材料 1、据2026年5月10日投资者关系活动记录表，公司已成功研发出双足机器人、四足机器人、家庭AI机器人等多款机器人产品，其中双足机器人整机重量可控制在45kg以内，并建成自主算力中心专注于机器人场景化AI大模型的训练与研发。 2、据2026年7月11日业绩预告，公司预计2026年上半年归母净利润为6亿元至7.5亿元，同比增长73.48%-116.85%，主要得益于全产业链协同释放成本优势、有机高分子改性材料板块量价齐升及复合材料板块在新能源汽车赛道产品放量。 3、据2025年年报，公司构建了“单体-合成树脂-有机高分子改性/复合材料-制品”的完整纵向一体化产业链，2025年实现营业收入212.51亿元，同比增长10.57%，归母净利润8.41亿元，同比增长24.38%。	公司已完成PEEK聚合技术及核心工艺开发，拟投资建设年产1,000吨PEEK材料项目，构建“核心树脂-关键中间品-终端构件”产业一体化格局	2026-07-02\|52.74\|2.21\|51.30\|56.76\|49.71\|169130;2026-07-03\|54.60\|3.53\|53.58\|56.80\|53.09\|149125;2026-07-06\|54.60\|0.00\|54.66\|56.88\|54.00\|135488;2026-07-07\|58.00\|6.23\|54.16\|58.21\|52.88\|179112;2026-07-08\|60.01\|3.47\|58.38\|62.66\|58.01\|222851;2026-07-09\|59.55\|-0.77\|58.50\|60.52\|55.56\|184911;2026-07-10\|56.85\|-4.53\|59.39\|60.49\|56.00\|147735;2026-07-13\|52.23\|-8.13\|58.34\|62.54\|51.38\|277276;2026-07-14\|56.61\|8.39\|52.64\|57.09\|52.30\|182289;2026-07-15\|59.00\|4.22\|57.74\|61.98\|57.40\|165848;2026-07-16\|55.59\|-5.78\|59.00\|59.26\|54.89\|142324;2026-07-17\|50.75\|-8.71\|54.69\|55.59\|50.42\|135615;2026-07-20\|45.68\|-9.99\|52.59\|52.80\|45.68\|176692;2026-07-21\|46.90\|2.67\|44.88\|47.15\|41.11\|225889;2026-07-22\|50.10\|6.82\|46.90\|50.66\|46.00\|169948;2026-07-23\|49.41\|-1.38\|49.45\|50.43\|48.29\|101618;2026-07-24\|46.50\|-5.89\|47.99\|49.00\|46.41\|85200;2026-07-27\|49.06\|5.51\|46.13\|49.38\|45.37\|101434;2026-07-28\|47.48\|-3.22\|48.54\|49.44\|47.05\|92496;2026-07-29\|47.76\|0.59\|47.10\|48.77\|45.10\|110108;2026-07-30\|44.09\|-7.68\|47.76\|47.78\|43.87\|126381;2026-07-31\|46.95\|6.49\|45.88\|48.50\|45.88\|124038;2026-08-03\|50.90\|8.41\|47.50\|50.92\|47.35\|183505;2026-08-04\|53.60\|5.30\|50.90\|53.87\|48.63\|215454;2026-08-05\|57.10\|6.53\|53.00\|57.89\|52.24\|186486;2026-08-06\|57.80\|1.23\|56.00\|57.97\|55.74\|103092;2026-08-07\|58.50\|1.21\|57.80\|59.39\|56.80\|112252;2026-08-10\|59.26\|1.30\|59.11\|59.88\|57.43\|103082;2026-08-11\|58.86\|-0.68\|59.00\|59.55\|57.92\|80095;2026-08-12\|60.65\|3.04\|58.89\|61.80\|58.02\|96504;2026-08-13\|59.99\|-1.09\|60.63\|61.01\|59.31\|64010;2026-08-14\|59.64\|-0.58\|59.62\|61.20\|58.30\|85742;2026-08-17\|64.20\|7.65\|60.25\|64.20\|59.06\|111581;2026-08-18\|66.58\|3.71\|63.43\|66.96\|63.10\|105621;2026-08-19\|63.20\|-5.08\|65.00\|66.69\|62.80\|104301;2026-08-20\|65.50\|3.64\|64.20\|66.82\|62.23\|119136;2026-08-21\|65.21\|-0.44\|65.93\|65.99\|63.68\|63253;2026-08-24\|60.05\|-7.91\|64.99\|65.30\|59.00\|111902;2026-08-25\|61.53\|2.46\|59.00\|62.64\|57.87\|92726;2026-08-26\|61.68\|0.24\|61.53\|62.92\|60.56\|52888;2026-08-27\|64.88\|5.19\|61.67\|65.10\|61.13\|99061;2026-08-28\|64.97\|0.14\|64.41\|66.89\|64.01\|80864;2026-08-31\|66.63\|2.56\|65.00\|67.60\|63.57\|87935;2026-09-01\|63.93\|-4.05\|66.00\|66.01\|62.31\|91069;2026-09-02\|62.50\|-2.24\|63.01\|63.63\|61.32\|65137;2026-09-03\|62.01\|-0.78\|62.97\|63.23\|61.13\|41883;2026-09-04\|60.17\|-2.97\|62.59\|63.24\|60.17\|74378;2026-09-07\|61.28\|1.84\|59.74\|62.09\|59.00\|56836;2026-09-08\|60.71\|-0.93\|61.68\|61.79\|59.35\|51625;2026-09-09\|61.08\|0.61\|60.57\|61.46\|59.80\|45788;2026-09-10\|61.86\|1.28\|61.08\|62.60\|60.30\|63332;2026-09-11\|60.94\|-1.49\|60.78\|61.36\|58.73\|62248;2026-09-14\|62.53\|2.61\|60.94\|63.65\|59.80\|63471;2026-09-15\|61.77\|-1.22\|62.10\|62.82\|61.43\|45058;2026-09-16\|64.40\|4.26\|61.71\|64.88\|61.54\|72619;2026-09-17\|65.22\|1.27\|64.38\|66.30\|64.00\|69173;2026-09-18\|67.89\|4.09\|65.77\|69.16\|63.10\|98713;2026-09-21\|68.05\|0.24\|68.88\|69.19\|67.16\|77140;2026-09-22\|74.86\|10.01\|68.05\|74.86\|68.01\|135779;2026-09-23\|79.02\|5.56\|76.00\|79.73\|74.29\|160890;2026-09-24\|78.01\|-1.28\|77.44\|79.59\|77.00\|126539;2026-09-28\|70.21\|-10.00\|78.01\|78.07\|70.21\|135696;2026-09-29\|71.02\|1.15\|69.07\|72.10\|68.68\|93883;2026-09-30\|69.81\|-1.70\|71.05\|71.80\|68.00\|76997;2026-10-08\|68.00\|-2.59\|69.84\|70.70\|65.00\|101971;2026-10-09\|70.64\|3.88\|67.70\|71.23\|64.74\|122425;2026-10-12\|68.79\|-2.62\|69.50\|70.99\|67.01\|86161;2026-10-13\|61.91\|-10.00\|66.00\|66.00\|61.91\|113174;2026-10-14\|55.72\|-10.00\|58.85\|59.80\|55.72\|90159;2026-10-15\|54.35\|-2.46\|50.15\|57.80\|50.15\|202566;2026-10-16\|52.81\|-2.83\|55.43\|56.00\|52.18\|127598;2026-10-19\|52.24\|-1.08\|52.03\|53.48\|48.00\|133294;2026-10-20\|55.15\|5.57\|52.24\|55.30\|51.42\|98976;2026-10-21\|55.24\|0.16\|55.07\|55.99\|54.12\|66109;2026-10-22\|54.10\|-2.06\|55.24\|55.60\|53.70\|63971;2026-10-23\|55.49\|2.57\|53.41\|56.20\|50.56\|91771;2026-10-26\|54.11\|-2.49\|54.73\|55.48\|52.58\|54140;2026-10-27\|51.08\|-5.60\|54.57\|55.36\|51.08\|52498;2026-10-28\|54.19\|6.09\|51.50\|55.20\|49.50\|95020;2026-10-29\|53.30\|-1.64\|53.79\|54.38\|52.26\|59513;2026-10-30\|52.34\|-1.80\|52.61\|54.96\|51.50\|48096;2026-11-02\|53.14\|1.53\|52.36\|54.48\|51.00\|61688;2026-11-03\|50.90\|-4.22\|52.21\|53.14\|50.76\|51976;2026-11-04\|55.38\|8.80\|50.91\|55.99\|50.80\|96727;2026-11-05\|54.00\|-2.49\|54.00\|55.99\|52.93\|60333;2026-11-06\|52.83\|-2.17\|51.50\|53.99\|51.15\|38485;2026-11-09\|52.40\|-0.81\|53.40\|54.20\|52.00\|48927;2026-11-10\|53.60\|2.29\|53.44\|54.40\|52.69\|48230;2026-11-11\|54.45\|1.59\|53.71\|54.79\|53.49\|65677
121860	宇树科技申购日期确定	与宇树科技合资+人形机器人+机器人零部件行业原因： 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、据科创板日报2026年6月30日报道，宇树科技、晋拓股份等于6月29日共同成立上海拓天智联科技有限公司，其中晋拓股份持股60%，宇树科技持股10%；据中国新闻网2026年7月2日报道，中国证监会已同意宇树科技IPO注册。 2、据2026年4月23日年报，公司深耕机器人精密零部件领域逾十载，核心产品覆盖手臂、腿部、关节臂等关键结构件，已与国内头部企业建立合作关系，2026年将机器人零部件业务作为战略核心，抢抓人形机器人零部件规模化发展机遇。 3、据2026年4月23日年报及2026年4月30日公告，公司主营铝合金精密压铸件，形成了以汽车零部件为主，同时涵盖机器人及工业自动化零部件、卫星通信零部件的多元化产品结构，协作机器人客户包括UR、越疆、节卡等知名厂商。	公司机器人业务主要为国际知名品牌柔性机器人提供零部件；公司与施耐德、UR机器人等合作，向其供应伺服马达、感应器、机器关节所需要的零部件	2026-07-02\|32.67\|-1.48\|32.61\|34.30\|32.16\|80438;2026-07-03\|35.94\|10.01\|33.35\|35.94\|33.01\|76752;2026-07-06\|39.53\|9.99\|37.34\|39.53\|37.00\|138060;2026-07-07\|37.04\|-6.30\|39.14\|42.29\|35.94\|328768;2026-07-08\|34.98\|-5.56\|36.65\|38.90\|34.80\|192537;2026-07-09\|34.44\|-1.54\|35.00\|36.38\|33.00\|130211;2026-07-10\|37.88\|9.99\|33.92\|37.88\|33.80\|120079;2026-07-13\|34.02\|-10.00\|37.69\|37.69\|34.02\|152044;2026-07-14\|35.99\|5.79\|34.80\|36.50\|32.62\|133395;2026-07-15\|35.00\|-2.75\|36.60\|36.96\|34.49\|117017;2026-07-16\|36.00\|2.86\|34.10\|37.80\|33.46\|168904;2026-07-17\|32.40\|-10.00\|35.02\|35.44\|32.40\|136742;2026-07-20\|29.16\|-10.00\|31.95\|31.95\|29.16\|93426;2026-07-21\|26.89\|-7.78\|27.26\|28.02\|26.24\|176356;2026-07-22\|25.82\|-3.98\|26.26\|26.77\|25.33\|117700;2026-07-23\|25.00\|-3.18\|25.72\|25.77\|24.90\|84518;2026-07-24\|24.30\|-2.80\|24.30\|25.31\|23.71\|63507;2026-07-27\|24.95\|2.67\|24.32\|25.05\|23.88\|65343;2026-07-28\|23.40\|-6.21\|24.37\|25.10\|23.22\|61597;2026-07-29\|22.46\|-4.02\|23.40\|23.54\|21.89\|78623;2026-07-30\|20.21\|-10.02\|22.41\|22.43\|20.21\|112106;2026-07-31\|21.70\|7.37\|21.90\|22.23\|21.36\|169016;2026-08-03\|23.07\|6.31\|21.71\|23.87\|21.45\|207919;2026-08-04\|24.25\|5.11\|23.10\|24.25\|22.44\|143532;2026-08-05\|25.60\|5.57\|24.11\|26.12\|24.11\|106102;2026-08-06\|26.10\|1.95\|25.28\|26.65\|25.00\|87863;2026-08-07\|27.29\|4.56\|26.63\|27.57\|25.88\|103457;2026-08-10\|26.69\|-2.20\|27.52\|27.67\|26.07\|80252;2026-08-11\|26.86\|0.64\|26.37\|27.37\|26.01\|62738;2026-08-12\|27.58\|2.68\|26.88\|27.69\|26.74\|55142;2026-08-13\|26.82\|-2.76\|27.74\|27.92\|26.75\|60045;2026-08-14\|27.07\|0.93\|26.85\|27.11\|26.25\|53320;2026-08-17\|27.69\|2.29\|27.10\|27.94\|26.92\|56711;2026-08-18\|28.70\|3.65\|27.70\|28.84\|27.29\|91487;2026-08-19\|25.83\|-10.00\|28.32\|28.32\|25.83\|82887;2026-08-20\|23.25\|-9.99\|24.93\|25.11\|23.25\|88545;2026-08-21\|23.07\|-0.77\|22.91\|23.36\|22.51\|97789;2026-08-24\|22.01\|-4.59\|22.93\|23.31\|21.68\|108870;2026-08-25\|22.18\|0.77\|21.99\|22.34\|21.19\|70379;2026-08-26\|21.55\|-2.84\|22.23\|22.23\|21.35\|72159;2026-08-27\|21.95\|1.86\|21.40\|22.03\|21.23\|53791;2026-08-28\|21.58\|-1.69\|21.90\|22.12\|21.54\|51944;2026-08-31\|21.99\|1.90\|21.20\|22.05\|21.10\|55201;2026-09-01\|21.65\|-1.55\|22.14\|22.17\|21.45\|44678;2026-09-02\|21.08\|-2.63\|21.38\|21.43\|20.96\|49995;2026-09-03\|21.29\|1.00\|21.01\|21.50\|21.01\|42668;2026-09-04\|20.78\|-2.40\|21.64\|21.64\|20.52\|48493;2026-09-07\|20.90\|0.58\|20.69\|21.20\|20.69\|38973;2026-09-08\|20.91\|0.05\|20.95\|21.10\|20.68\|36318;2026-09-09\|20.70\|-1.00\|21.01\|21.19\|20.66\|28852;2026-09-10\|20.21\|-2.37\|20.70\|20.70\|20.19\|30349;2026-09-11\|19.87\|-1.68\|19.88\|20.18\|19.37\|45760;2026-09-14\|20.05\|0.91\|19.85\|20.32\|19.51\|39081;2026-09-15\|19.84\|-1.05\|20.11\|20.21\|19.74\|27925;2026-09-16\|19.85\|0.05\|19.78\|20.00\|19.64\|28929;2026-09-17\|19.92\|0.35\|19.88\|20.20\|19.76\|32476;2026-09-18\|20.18\|1.31\|20.08\|20.31\|20.00\|37845;2026-09-21\|20.08\|-0.50\|20.17\|20.38\|19.98\|39302;2026-09-22\|20.03\|-0.25\|20.24\|20.40\|19.92\|38961;2026-09-23\|20.08\|0.25\|20.19\|20.19\|19.76\|32516;2026-09-24\|19.78\|-1.49\|19.98\|20.40\|19.76\|41294;2026-09-28\|18.96\|-4.15\|19.72\|19.82\|18.86\|52735;2026-09-29\|19.00\|0.21\|18.88\|19.20\|18.50\|31242;2026-09-30\|18.71\|-1.53\|19.10\|19.25\|18.70\|28321;2026-10-08\|18.52\|-1.02\|18.73\|19.20\|18.31\|36269;2026-10-09\|18.35\|-0.92\|18.40\|18.51\|17.52\|42411;2026-10-12\|17.96\|-2.13\|18.33\|18.37\|17.95\|29544;2026-10-13\|18.00\|0.22\|17.64\|18.12\|17.13\|37013;2026-10-14\|17.71\|-1.61\|18.15\|18.41\|17.71\|38119;2026-10-15\|16.99\|-4.07\|17.20\|17.50\|16.90\|33828;2026-10-16\|17.35\|2.12\|17.17\|17.63\|17.02\|32312;2026-10-19\|18.00\|3.75\|17.35\|18.20\|16.77\|52222;2026-10-20\|18.40\|2.22\|17.64\|18.74\|17.64\|67473;2026-10-21\|18.40\|0.00\|18.41\|18.68\|18.05\|57777;2026-10-22\|18.05\|-1.90\|18.40\|18.93\|18.00\|48668;2026-10-23\|19.36\|7.26\|17.68\|19.86\|16.97\|115022;2026-10-26\|19.50\|0.72\|19.01\|20.17\|18.74\|156071;2026-10-27\|18.65\|-4.36\|19.40\|19.56\|18.59\|77722;2026-10-28\|19.27\|3.32\|18.65\|20.20\|18.65\|114929;2026-10-29\|19.79\|2.70\|18.81\|21.20\|18.81\|226011;2026-10-30\|18.15\|-8.29\|19.40\|19.85\|18.08\|180712;2026-11-02\|18.34\|1.05\|17.85\|18.50\|17.10\|118308;2026-11-03\|17.27\|-5.83\|18.20\|18.33\|17.16\|84008;2026-11-04\|18.02\|4.34\|17.17\|18.14\|16.64\|123867;2026-11-05\|18.50\|2.66\|17.99\|18.60\|17.65\|76191;2026-11-06\|18.03\|-2.54\|17.86\|18.56\|17.51\|58323;2026-11-09\|18.90\|4.83\|18.54\|19.25\|18.33\|81161;2026-11-10\|19.51\|3.23\|19.36\|20.41\|19.11\|86345;2026-11-11\|20.04\|2.72\|19.51\|20.66\|19.27\|80118
121859	宇树科技申购日期确定	人形机器人+阿凡达车轮+中报预增行业原因： 7月30日晚，宇树科技发布公告称，其科创板IPO将于8月10日启动申购，作为A股人形机器人第一股，其上市进程正式落地。公司原因： 1、据2026年5月13日及7月23日互动易，公司利用阿凡达材料的优势为机器人包括人形机器人、四足机器人等提供轻量化、高强度、低成本的零部件解决方案，部分项目已批量给头部机器人公司供货；今年新获得的定点项目中，新能源车企客户的占比较高。 2、据2026年5月22日投资者接待日，公司自主研发的阿凡达铌微合金新材料强度最高可达2000MPa，约为钛合金2倍、铝合金5倍，目前已在车轮行业大规模量产应用，并致力于为具身智能、智能短交通等领域提供轻量化综合解决方案。 3、据2026年7月14日公告，公司预计2026年上半年归母净利润4000万元至6000万元，同比增长32.14%至98.21%；高毛利阿凡达低碳车轮销售占比进一步提升，并成功斩获欧洲本土重卡OE及国内无人驾驶出租车项目定点。	公司已为智元机器人提供基于阿凡达铌微合金材料的结构件	2026-07-02\|9.14\|-0.33\|9.10\|9.39\|9.05\|166707;2026-07-03\|9.62\|5.25\|9.22\|9.77\|9.17\|254207;2026-07-06\|9.65\|0.31\|9.61\|9.69\|9.48\|196677;2026-07-07\|9.32\|-3.42\|9.65\|9.65\|9.10\|208642;2026-07-08\|8.91\|-4.40\|9.32\|9.33\|8.83\|168594;2026-07-09\|8.76\|-1.68\|8.92\|9.03\|8.58\|187157;2026-07-10\|8.93\|1.94\|8.75\|9.19\|8.70\|166027;2026-07-13\|8.59\|-3.81\|8.95\|9.12\|8.55\|245864;2026-07-14\|8.40\|-2.21\|8.40\|8.60\|7.99\|312669;2026-07-15\|8.45\|0.60\|8.40\|8.59\|8.21\|201324;2026-07-16\|8.41\|-0.47\|8.40\|8.64\|8.24\|176060;2026-07-17\|8.48\|0.83\|8.38\|8.89\|8.31\|315025;2026-07-20\|8.84\|4.25\|8.82\|9.25\|8.62\|413200;2026-07-21\|9.09\|2.83\|8.87\|9.17\|8.65\|362111;2026-07-22\|9.05\|-0.44\|9.08\|9.39\|9.01\|311755;2026-07-23\|9.27\|2.43\|9.05\|9.32\|8.98\|194571;2026-07-24\|8.40\|-9.39\|9.16\|9.16\|8.40\|292370;2026-07-27\|8.54\|1.67\|8.39\|8.59\|8.29\|173657;2026-07-28\|8.49\|-0.59\|8.39\|8.58\|8.32\|138358;2026-07-29\|8.72\|2.71\|8.53\|8.76\|8.37\|206179;2026-07-30\|8.42\|-3.44\|8.65\|8.89\|8.39\|200012;2026-07-31\|9.10\|8.08\|8.53\|9.26\|8.45\|463311;2026-08-03\|9.19\|0.99\|9.30\|9.50\|8.95\|365757;2026-08-04\|9.07\|-1.31\|9.45\|9.52\|8.99\|405852;2026-08-05\|9.18\|1.21\|8.98\|9.20\|8.81\|273777;2026-08-06\|9.07\|-1.20\|9.06\|9.32\|9.01\|233755;2026-08-07\|8.79\|-3.09\|9.07\|9.16\|8.60\|347170;2026-08-10\|8.96\|1.93\|8.86\|9.00\|8.75\|228684;2026-08-11\|8.80\|-1.79\|8.92\|8.95\|8.61\|249785;2026-08-12\|8.87\|0.80\|8.80\|8.96\|8.70\|186976;2026-08-13\|8.62\|-2.82\|8.93\|9.10\|8.61\|263240;2026-08-14\|8.45\|-1.97\|8.64\|8.69\|8.38\|192782;2026-08-17\|8.52\|0.83\|8.44\|8.59\|8.28\|203759;2026-08-18\|8.62\|1.17\|8.53\|8.65\|8.31\|197249;2026-08-19\|8.29\|-3.83\|8.52\|8.52\|8.19\|335043;2026-08-20\|8.19\|-1.21\|8.33\|8.37\|8.10\|220089;2026-08-21\|8.25\|0.73\|8.19\|8.36\|8.12\|187000;2026-08-24\|7.84\|-4.97\|8.10\|8.28\|7.78\|469202;2026-08-25\|8.06\|2.81\|7.79\|8.09\|7.65\|249049;2026-08-26\|8.11\|0.62\|8.07\|8.24\|7.99\|168509;2026-08-27\|8.10\|-0.12\|8.08\|8.13\|8.01\|117642;2026-08-28\|8.16\|0.74\|8.10\|8.21\|8.06\|125922;2026-08-31\|8.25\|1.10\|8.13\|8.25\|8.06\|136054;2026-09-01\|8.22\|-0.36\|8.24\|8.32\|8.19\|127984;2026-09-02\|8.02\|-2.43\|8.18\|8.19\|7.96\|138358;2026-09-03\|8.33\|3.87\|8.05\|8.46\|7.95\|251307;2026-09-04\|8.21\|-1.44\|8.38\|8.51\|8.18\|229594;2026-09-07\|8.10\|-1.34\|8.21\|8.27\|8.10\|139096;2026-09-08\|8.01\|-1.11\|8.10\|8.13\|7.99\|131693;2026-09-09\|7.92\|-1.12\|8.00\|8.04\|7.90\|96506;2026-09-10\|7.80\|-1.52\|7.90\|7.91\|7.75\|100382;2026-09-11\|7.42\|-4.87\|7.75\|7.78\|7.33\|224260;2026-09-14\|7.42\|0.00\|7.38\|7.51\|7.37\|94730;2026-09-15\|7.38\|-0.54\|7.43\|7.45\|7.28\|123895;2026-09-16\|7.37\|-0.14\|7.34\|7.46\|7.29\|183794;2026-09-17\|7.65\|3.80\|7.38\|7.73\|7.33\|235195;2026-09-18\|7.65\|0.00\|7.68\|7.73\|7.51\|143990;2026-09-21\|7.72\|0.92\|7.68\|7.76\|7.63\|133500;2026-09-22\|7.62\|-1.30\|7.76\|7.80\|7.61\|139271;2026-09-23\|7.51\|-1.44\|7.62\|7.62\|7.44\|96547;2026-09-24\|7.34\|-2.26\|7.51\|7.54\|7.30\|117234;2026-09-28\|7.19\|-2.04\|7.34\|7.37\|7.04\|169572;2026-09-29\|7.19\|0.00\|7.20\|7.26\|7.11\|91392;2026-09-30\|7.23\|0.56\|7.18\|7.29\|7.16\|84159;2026-10-08\|7.27\|0.55\|7.25\|7.39\|7.19\|108767;2026-10-09\|7.32\|0.69\|7.24\|7.35\|7.06\|145226;2026-10-12\|7.14\|-2.46\|7.32\|7.39\|7.08\|147230;2026-10-13\|7.16\|0.28\|7.09\|7.25\|6.90\|169919;2026-10-14\|7.00\|-2.23\|7.20\|7.20\|6.98\|102441;2026-10-15\|6.75\|-3.57\|6.88\|6.91\|6.73\|131936;2026-10-16\|6.97\|3.26\|6.85\|7.06\|6.83\|176895;2026-10-19\|7.11\|2.01\|6.96\|7.15\|6.93\|127286;2026-10-20\|7.16\|0.70\|7.11\|7.19\|7.06\|97854;2026-10-21\|7.10\|-0.84\|7.15\|7.23\|7.09\|86607;2026-10-22\|6.96\|-1.97\|7.07\|7.14\|6.94\|118801;2026-10-23\|7.11\|2.16\|6.92\|7.11\|6.65\|188461;2026-10-26\|6.96\|-2.11\|7.03\|7.11\|6.80\|141315;2026-10-27\|6.86\|-1.44\|6.98\|7.11\|6.86\|119101;2026-10-28\|6.17\|-10.06\|6.36\|6.43\|6.17\|774757;2026-10-29\|6.11\|-0.97\|6.17\|6.29\|6.07\|441558;2026-10-30\|6.01\|-1.64\|6.00\|6.16\|5.92\|344940;2026-11-02\|6.09\|1.33\|5.99\|6.10\|5.90\|286254;2026-11-03\|5.97\|-1.97\|6.05\|6.16\|5.88\|342510;2026-11-04\|6.18\|3.52\|5.99\|6.20\|5.96\|321916;2026-11-05\|6.48\|4.85\|6.18\|6.48\|6.14\|268248;2026-11-06\|6.80\|4.94\|6.34\|7.13\|6.33\|628353;2026-11-09\|7.48\|10.00\|7.11\|7.48\|7.00\|621911;2026-11-10\|7.50\|0.27\|8.07\|8.07\|7.41\|1263229;2026-11-11\|7.28\|-2.93\|7.46\|7.48\|7.25\|553650
121858	宇树科技申购日期确定	人形机器人+泰国产能+云母材料行业原因：据证券时报，6月2日晚间，上交所官网显示，宇树科技科创板IPO于6月1日过会，并于6月2日“闪电”提交注册，刷新2026年以来科创板IPO的审核纪录。此外，6月2日，英伟达CEO黄仁勋宣布，英伟达将与宇树科技联手推出新一代人形机器人参考设计“H2Plus”，该产品将于今年下半年正式上市。公司原因： 1、据2026年4月20日投资者关系活动记录表，公司2025年度通过外延并购与新设主体相结合的方式，战略性布局机器人精密结构件领域，培育公司第二增长曲线。 2、据2025年12月9日公告，公司泰国生产基地项目包含年产700万套机器人部件，计划2026年年底前正式生产运营，目前正根据海外客户需求积极推进建设；据2026年5月29日投资者关系活动记录表，公司与客户的具体信息及业务情况涉及保密，但相关项目正有序推进中。 3、据2026年4月1日年报，公司主营耐高温绝缘云母新型复合材料，是全球新能源云母复合材料及相关产品的先行者和领导者，2026年第一季度营业收入达3.76亿元，同比增长41.26%，增长主要来自云母复合材料和精密结构件业务。	公司新设智能机器人子公司，一季度净利润同比增长20.63%	2026-07-02\|69.34\|1.17\|69.50\|72.78\|69.08\|235476;2026-07-03\|74.81\|7.89\|69.23\|76.27\|68.53\|348180;2026-07-06\|69.58\|-6.99\|74.00\|74.45\|69.54\|232833;2026-07-07\|67.00\|-3.71\|69.59\|71.80\|66.55\|129085;2026-07-08\|60.34\|-9.94\|66.23\|67.00\|60.30\|179521;2026-07-09\|61.85\|2.50\|60.30\|61.89\|58.27\|145838;2026-07-10\|60.99\|-1.39\|63.00\|65.70\|60.88\|142362;2026-07-13\|57.37\|-5.94\|60.62\|60.89\|57.37\|98121;2026-07-14\|56.93\|-0.77\|57.30\|57.99\|55.46\|85860;2026-07-15\|55.21\|-3.02\|57.66\|57.80\|55.11\|81333;2026-07-16\|55.11\|-0.18\|54.71\|56.75\|54.06\|104515;2026-07-17\|50.60\|-8.18\|54.56\|55.25\|50.00\|107287;2026-07-20\|48.34\|-4.47\|51.00\|51.97\|47.12\|130524;2026-07-21\|49.11\|1.59\|48.36\|49.66\|46.02\|125595;2026-07-22\|47.98\|-2.30\|48.70\|49.39\|47.31\|105653;2026-07-23\|48.41\|0.90\|45.80\|48.84\|45.70\|104456;2026-07-24\|46.88\|-3.16\|47.10\|48.04\|46.22\|95059;2026-07-27\|47.52\|1.37\|47.20\|48.17\|46.22\|79699;2026-07-28\|45.12\|-5.05\|46.82\|47.27\|45.00\|91361;2026-07-29\|44.36\|-1.68\|45.00\|45.49\|43.65\|95623;2026-07-30\|42.60\|-3.97\|44.12\|44.34\|41.87\|118226;2026-07-31\|45.76\|7.42\|44.00\|46.86\|43.63\|183974;2026-08-03\|48.78\|6.60\|46.46\|49.62\|45.46\|178137;2026-08-04\|52.09\|6.79\|49.32\|52.45\|48.35\|147198;2026-08-05\|53.71\|3.11\|52.72\|54.60\|51.65\|117346;2026-08-06\|53.60\|-0.20\|53.10\|54.40\|52.11\|107944;2026-08-07\|54.49\|1.66\|54.15\|54.56\|52.53\|87743;2026-08-10\|53.80\|-1.27\|54.86\|54.87\|52.70\|98153;2026-08-11\|56.46\|4.94\|54.26\|57.20\|52.86\|204489;2026-08-12\|54.75\|-3.03\|56.13\|56.34\|54.38\|110632;2026-08-13\|54.12\|-1.15\|54.76\|55.65\|54.01\|80551;2026-08-14\|53.87\|-0.46\|54.32\|54.93\|53.12\|70236;2026-08-17\|55.33\|2.71\|54.18\|55.50\|53.27\|80098;2026-08-18\|55.55\|0.40\|55.60\|55.79\|54.05\|88885;2026-08-19\|50.00\|-9.99\|55.00\|55.00\|50.00\|117253;2026-08-20\|49.50\|-1.00\|49.98\|50.83\|48.02\|115471;2026-08-21\|49.89\|0.79\|49.67\|50.15\|48.50\|60027;2026-08-24\|50.13\|0.48\|49.90\|52.47\|49.28\|128276;2026-08-25\|49.88\|-0.50\|49.92\|50.41\|48.66\|62330;2026-08-26\|49.40\|-0.96\|50.00\|51.10\|49.32\|62524;2026-08-27\|51.98\|5.22\|49.41\|52.50\|49.20\|97085;2026-08-28\|51.02\|-1.85\|51.80\|53.17\|50.60\|81277;2026-08-31\|51.32\|0.59\|50.66\|51.88\|50.26\|65747;2026-09-01\|50.41\|-1.77\|51.48\|52.02\|50.15\|60101;2026-09-02\|50.05\|-0.71\|49.76\|50.85\|49.20\|55735;2026-09-03\|48.71\|-2.68\|49.27\|50.82\|47.95\|148171;2026-09-04\|46.95\|-3.61\|49.29\|50.26\|46.47\|130435;2026-09-07\|51.65\|10.01\|47.39\|51.65\|47.39\|126042;2026-09-08\|53.70\|3.97\|52.22\|54.48\|51.65\|258983;2026-09-09\|53.97\|0.50\|53.43\|54.68\|53.09\|120919;2026-09-10\|52.11\|-3.45\|52.99\|53.50\|51.90\|80928;2026-09-11\|50.58\|-2.94\|51.63\|51.82\|49.01\|84819;2026-09-14\|53.67\|6.11\|50.50\|54.90\|50.40\|124327;2026-09-15\|53.05\|-1.16\|54.14\|54.23\|52.60\|102521;2026-09-16\|53.33\|0.53\|53.05\|54.16\|51.56\|83898;2026-09-17\|54.35\|1.91\|53.33\|55.87\|53.00\|123034;2026-09-18\|55.06\|1.31\|55.50\|56.16\|54.65\|150921;2026-09-21\|56.56\|2.72\|55.10\|57.85\|54.42\|144105;2026-09-22\|56.28\|-0.49\|56.46\|57.05\|55.21\|133189;2026-09-23\|56.61\|0.59\|56.28\|57.80\|55.50\|102579;2026-09-24\|56.42\|-0.34\|55.53\|57.32\|55.21\|160483;2026-09-28\|53.98\|-4.32\|56.00\|56.50\|53.98\|87517;2026-09-29\|52.26\|-3.19\|53.98\|54.36\|51.02\|100686;2026-09-30\|52.60\|0.65\|52.11\|54.33\|51.60\|85883;2026-10-08\|48.84\|-7.15\|52.08\|52.58\|48.45\|78361;2026-10-09\|48.55\|-0.59\|48.48\|49.07\|45.19\|102265;2026-10-12\|45.33\|-6.63\|47.77\|48.14\|45.11\|89431;2026-10-13\|44.60\|-1.61\|44.00\|44.97\|42.94\|85261;2026-10-14\|43.44\|-2.60\|44.00\|44.73\|42.93\|49660;2026-10-15\|41.23\|-5.09\|41.52\|42.57\|41.10\|74277;2026-10-16\|41.70\|1.14\|42.00\|43.39\|41.41\|80645;2026-10-19\|45.87\|10.00\|41.26\|45.87\|40.70\|118544;2026-10-20\|50.46\|10.01\|46.67\|50.46\|45.99\|153200;2026-10-21\|51.48\|2.02\|51.00\|53.00\|50.47\|240678;2026-10-22\|53.90\|4.70\|51.47\|56.45\|51.26\|299195;2026-10-23\|56.77\|5.32\|52.18\|57.50\|51.87\|270584;2026-10-26\|55.87\|-1.59\|56.21\|57.48\|55.17\|214122;2026-10-27\|56.43\|1.00\|55.96\|58.70\|55.46\|187015;2026-10-28\|61.01\|8.12\|56.43\|62.07\|56.25\|219967;2026-10-29\|59.18\|-3.00\|60.30\|62.38\|59.15\|184971;2026-10-30\|58.58\|-1.01\|58.00\|62.00\|57.11\|193082;2026-11-02\|57.81\|-1.31\|58.10\|59.50\|53.90\|196729;2026-11-03\|55.35\|-4.26\|57.64\|58.30\|55.24\|125225;2026-11-04\|58.88\|6.38\|55.35\|59.20\|53.90\|168238;2026-11-05\|62.30\|5.81\|57.66\|63.88\|55.95\|198619;2026-11-06\|61.65\|-1.04\|59.47\|66.27\|59.33\|176065;2026-11-09\|63.80\|3.49\|63.00\|66.66\|62.00\|158659;2026-11-10\|65.45\|2.59\|64.50\|68.23\|64.08\|151571;2026-11-11\|64.75\|-1.07\|65.05\|66.49\|64.26\|155498
121857	宇树科技申购日期确定	涨停揭秘：七腾机器人要约收购进入尾声叠加LNG运贸龙头地位及年报高增长；涨停缘由：七腾机器人以13.28元/股要约收购15%股份，预受比例达14.8545%，收购后实控人将变更为七腾机器人，公司LNG运贸一体化能力突出且2025年净利同比大增208.98%；资金逻辑：主力资金净流入6478.1万元，封单金额1.06亿元，控股权变更题材获主流资金高度认可；风险提示：静态市盈率为负，一季报净利转亏，收购完成尚需监管审批，短期涨幅已显著偏离基本面，存在回调风险	公司控股股东将变更为七腾机器人	2026-07-02\|61.60\|-0.68\|63.05\|65.78\|60.00\|191695;2026-07-03\|63.49\|3.07\|62.99\|67.76\|61.00\|201045;2026-07-06\|66.17\|4.22\|62.86\|66.34\|59.90\|182339;2026-07-07\|61.00\|-7.81\|65.00\|68.00\|60.80\|143424;2026-07-08\|58.34\|-4.36\|61.00\|62.80\|56.80\|127260;2026-07-09\|59.50\|1.99\|58.80\|61.63\|58.00\|89562;2026-07-10\|61.71\|3.71\|59.25\|65.45\|57.73\|136696;2026-07-13\|55.54\|-10.00\|61.09\|61.68\|55.54\|85206;2026-07-14\|52.48\|-5.51\|55.35\|56.50\|50.00\|129239;2026-07-15\|52.20\|-0.53\|53.84\|54.80\|52.00\|82972;2026-07-16\|53.28\|2.07\|52.46\|53.99\|49.46\|122237;2026-07-17\|47.95\|-10.00\|53.31\|53.32\|47.95\|84028;2026-07-20\|43.16\|-9.99\|47.09\|47.95\|43.16\|120440;2026-07-21\|45.16\|4.63\|42.94\|46.46\|38.84\|164223;2026-07-22\|46.11\|2.10\|45.36\|46.55\|44.00\|94699;2026-07-23\|46.47\|0.78\|45.92\|46.63\|44.05\|54729;2026-07-24\|41.83\|-9.98\|45.50\|45.56\|41.83\|95431;2026-07-27\|44.35\|6.02\|41.83\|46.01\|41.53\|144771;2026-07-28\|42.95\|-3.16\|44.69\|46.33\|42.50\|136218;2026-07-29\|38.70\|-9.90\|42.80\|43.50\|38.66\|115683;2026-07-30\|37.10\|-4.13\|38.58\|40.15\|36.31\|102943;2026-07-31\|38.92\|4.91\|38.72\|40.81\|38.53\|115968;2026-08-03\|42.81\|9.99\|38.92\|42.81\|38.92\|51592;2026-08-04\|47.09\|10.00\|43.66\|47.09\|43.20\|170278;2026-08-05\|50.20\|6.60\|49.07\|50.88\|48.00\|161533;2026-08-06\|52.49\|4.56\|50.20\|53.60\|49.50\|109025;2026-08-07\|55.47\|5.68\|52.95\|55.80\|52.68\|98695;2026-08-10\|57.46\|3.59\|55.61\|57.55\|55.10\|75386;2026-08-11\|55.87\|-2.77\|56.36\|57.39\|54.05\|86329;2026-08-12\|57.00\|2.02\|56.02\|57.20\|55.34\|64348;2026-08-13\|55.15\|-3.25\|57.04\|57.99\|55.01\|74558;2026-08-14\|51.45\|-6.71\|55.00\|55.14\|49.67\|141566;2026-08-17\|49.38\|-4.02\|51.90\|52.00\|48.38\|121304;2026-08-18\|50.13\|1.52\|49.31\|51.95\|48.79\|167959;2026-08-19\|45.12\|-9.99\|50.04\|50.07\|45.12\|99329;2026-08-20\|44.63\|-1.09\|44.34\|45.28\|40.65\|99908;2026-08-21\|44.72\|0.20\|45.00\|46.41\|44.00\|63958;2026-08-24\|43.67\|-2.35\|44.49\|45.07\|42.30\|60673;2026-08-25\|43.31\|-0.82\|44.00\|44.50\|41.80\|62530;2026-08-26\|42.40\|-2.10\|43.26\|43.90\|41.90\|49215;2026-08-27\|44.09\|3.99\|42.42\|44.46\|42.20\|55013;2026-08-28\|43.26\|-1.88\|43.82\|44.70\|43.22\|49695;2026-08-31\|43.80\|1.25\|42.54\|45.00\|42.01\|52400;2026-09-01\|43.64\|-0.37\|44.00\|45.80\|43.26\|61213;2026-09-02\|42.61\|-2.36\|43.23\|43.35\|42.19\|33713;2026-09-03\|42.72\|0.26\|42.65\|43.87\|42.56\|37642;2026-09-04\|42.05\|-1.57\|42.72\|43.60\|41.60\|44449;2026-09-07\|45.08\|7.21\|42.05\|45.50\|41.80\|78832;2026-09-08\|43.53\|-3.44\|45.40\|46.08\|43.37\|67102;2026-09-09\|43.13\|-0.92\|43.97\|44.53\|42.33\|41990;2026-09-10\|42.55\|-1.34\|42.87\|44.21\|42.11\|67917;2026-09-11\|41.50\|-2.47\|42.00\|42.50\|39.98\|81113;2026-09-14\|43.27\|4.27\|41.49\|44.73\|40.66\|92877;2026-09-15\|42.48\|-1.83\|42.77\|43.49\|42.07\|42733;2026-09-16\|43.26\|1.84\|42.88\|44.20\|42.68\|44659;2026-09-17\|43.65\|0.90\|42.99\|43.97\|42.96\|46668;2026-09-18\|44.86\|2.77\|43.64\|45.20\|43.38\|71050;2026-09-21\|46.16\|2.90\|46.43\|47.24\|45.49\|69460;2026-09-22\|45.55\|-1.32\|46.30\|46.90\|44.67\|60486;2026-09-23\|42.78\|-6.08\|45.55\|46.47\|42.61\|116873;2026-09-24\|40.89\|-4.42\|42.50\|42.78\|40.40\|81382;2026-09-28\|40.74\|-0.37\|40.58\|40.80\|37.15\|98715;2026-09-29\|38.50\|-5.50\|40.20\|40.20\|38.28\|85081;2026-09-30\|38.97\|1.22\|39.30\|39.87\|37.61\|65207;2026-10-08\|38.50\|-1.21\|38.74\|39.80\|36.59\|59692;2026-10-09\|35.33\|-8.23\|38.00\|38.18\|34.65\|114994;2026-10-12\|34.78\|-1.56\|35.00\|35.90\|33.80\|106765;2026-10-13\|34.80\|0.06\|34.29\|35.10\|31.30\|149629;2026-10-14\|33.73\|-3.07\|34.43\|34.44\|33.22\|86273;2026-10-15\|32.78\|-2.82\|32.88\|33.75\|32.35\|70211;2026-10-16\|33.25\|1.43\|33.39\|33.75\|32.95\|61593;2026-10-19\|33.92\|2.02\|32.55\|34.30\|31.87\|57676;2026-10-20\|34.65\|2.15\|33.97\|35.65\|33.10\|65071;2026-10-21\|34.15\|-1.44\|35.00\|35.46\|33.91\|58859;2026-10-22\|32.19\|-5.74\|34.31\|34.35\|32.00\|46307;2026-10-23\|31.84\|-1.09\|32.48\|32.49\|28.97\|115279;2026-10-26\|35.02\|9.99\|31.56\|35.02\|30.70\|138760;2026-10-27\|38.52\|9.99\|36.40\|38.52\|35.06\|191225;2026-10-28\|39.40\|2.28\|37.00\|41.80\|35.63\|266304;2026-10-29\|35.48\|-9.95\|38.30\|39.50\|35.47\|170603;2026-10-30\|31.93\|-10.01\|33.73\|35.41\|31.93\|150100;2026-11-02\|31.04\|-2.79\|32.01\|32.56\|28.98\|145111;2026-11-03\|28.50\|-8.18\|30.72\|30.72\|28.18\|127175;2026-11-04\|29.68\|4.14\|29.08\|29.83\|26.74\|153017;2026-11-05\|29.87\|0.64\|28.29\|30.68\|28.02\|104172;2026-11-06\|28.50\|-4.59\|28.22\|29.53\|27.71\|83202;2026-11-09\|31.35\|10.00\|28.77\|31.35\|28.77\|64776;2026-11-10\|32.07\|2.30\|32.28\|33.90\|31.87\|173292;2026-11-11\|35.28\|10.01\|32.08\|35.28\|31.88\|106490
121856	宇树科技申购日期确定	优必选入主+机器人概念+园林机械零部件行业原因： 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30日投资者关系活动记录表，公司完成董事会提前换届，优必选董事长周剑当选公司第五届董事会董事长；据2026年4月25日公告，优必选已完成要约收购，合计持有公司43.01%股份，成为控股股东。 2、据2026年6月30日投资者关系活动记录表，公司具备“电控+机械”双轮驱动能力，构成向优必选供应机电组件的坚实基础，双方拟就机电组件开展关联交易，预计2026年度交易金额不超过8,250万元不含税，其中向优必选销售机电组件8,100万元、租入资产150万元。 3、据2026年6月9日异常波动公告，公司目前不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售；据2025年年度报告，公司与STIHL、富世华、HONDA等全球知名园林机械整机厂商建立了长期合作关系。	优必选受让控股股东所持29.99%股份	2026-07-02\|71.28\|10.00\|65.76\|71.28\|65.00\|144038;2026-07-03\|75.34\|5.70\|71.53\|78.41\|69.54\|403050;2026-07-06\|79.60\|5.65\|73.34\|81.90\|71.50\|354583;2026-07-07\|71.64\|-10.00\|77.07\|77.51\|71.64\|176916;2026-07-08\|64.43\|-10.00\|68.23\|69.50\|64.43\|125888;2026-07-09\|60.21\|-6.55\|59.08\|61.72\|57.99\|243052;2026-07-10\|58.64\|-2.61\|58.92\|61.78\|58.00\|202050;2026-07-13\|52.78\|-9.99\|57.00\|57.95\|52.78\|154252;2026-07-14\|52.88\|0.19\|52.60\|53.18\|50.50\|116239;2026-07-15\|51.26\|-3.06\|52.06\|53.18\|50.76\|93526;2026-07-16\|50.45\|-1.58\|50.80\|53.82\|50.28\|107492;2026-07-17\|49.00\|-2.87\|50.99\|53.43\|47.47\|149041;2026-07-20\|44.10\|-10.00\|49.12\|50.00\|44.10\|128527;2026-07-21\|44.61\|1.16\|43.27\|44.63\|39.69\|182731;2026-07-22\|43.20\|-3.16\|44.41\|45.09\|42.73\|108243;2026-07-23\|44.03\|1.92\|43.26\|44.84\|42.53\|88193;2026-07-24\|42.05\|-4.50\|43.00\|43.75\|41.78\|62102;2026-07-27\|44.28\|5.30\|42.03\|44.28\|41.58\|76386;2026-07-28\|44.59\|0.70\|44.55\|48.33\|44.27\|146163;2026-07-29\|43.55\|-2.33\|44.73\|45.73\|42.61\|106033;2026-07-30\|40.82\|-6.27\|43.16\|43.30\|40.42\|104980;2026-07-31\|44.90\|10.00\|42.80\|44.90\|42.80\|80573;2026-08-03\|46.22\|2.94\|46.00\|47.80\|45.20\|148932;2026-08-04\|48.02\|3.89\|47.17\|48.29\|45.01\|125669;2026-08-05\|49.50\|3.08\|47.91\|49.98\|47.76\|120604;2026-08-06\|50.77\|2.57\|49.03\|51.68\|48.10\|153397;2026-08-07\|52.18\|2.78\|51.40\|52.80\|50.30\|127423;2026-08-10\|51.16\|-1.95\|52.88\|52.97\|50.20\|92894;2026-08-11\|51.45\|0.57\|50.94\|52.43\|50.56\|92088;2026-08-12\|51.98\|1.03\|51.91\|52.21\|51.10\|66163;2026-08-13\|51.40\|-1.12\|52.34\|53.66\|51.40\|80794;2026-08-14\|51.23\|-0.33\|51.71\|52.00\|49.81\|62399;2026-08-17\|52.41\|2.30\|52.16\|52.76\|51.39\|60466;2026-08-18\|54.81\|4.58\|53.45\|55.67\|52.20\|161835;2026-08-19\|49.33\|-10.00\|53.17\|54.28\|49.33\|120008;2026-08-20\|47.23\|-4.26\|48.85\|49.00\|46.00\|106020;2026-08-21\|48.23\|2.12\|47.22\|48.78\|46.80\|59235;2026-08-24\|46.17\|-4.27\|48.23\|48.26\|45.33\|56155;2026-08-25\|46.94\|1.67\|46.00\|47.36\|45.51\|50795;2026-08-26\|46.14\|-1.70\|46.95\|47.21\|45.50\|43066;2026-08-27\|46.91\|1.67\|46.50\|47.30\|46.00\|49920;2026-08-28\|45.90\|-2.15\|46.48\|47.16\|45.78\|47007;2026-08-31\|46.33\|0.94\|47.00\|47.00\|45.21\|58778;2026-09-01\|45.27\|-2.29\|46.30\|46.84\|45.17\|48107;2026-09-02\|44.60\|-1.48\|44.60\|45.18\|44.10\|39331;2026-09-03\|45.26\|1.48\|44.83\|46.20\|44.80\|52992;2026-09-04\|43.68\|-3.49\|45.98\|45.99\|43.38\|60111;2026-09-07\|45.05\|3.14\|43.80\|46.00\|43.80\|65275;2026-09-08\|44.26\|-1.75\|45.02\|45.70\|44.16\|42112;2026-09-09\|43.21\|-2.37\|44.57\|44.62\|42.93\|40140;2026-09-10\|42.05\|-2.68\|42.79\|42.79\|41.82\|37353;2026-09-11\|40.83\|-2.90\|41.50\|41.67\|40.00\|48711;2026-09-14\|41.24\|1.00\|40.83\|41.80\|39.91\|43350;2026-09-15\|40.41\|-2.01\|41.50\|41.58\|40.11\|29190;2026-09-16\|40.98\|1.41\|40.31\|41.25\|40.00\|42214;2026-09-17\|41.00\|0.05\|40.90\|41.63\|40.50\|44989;2026-09-18\|41.31\|0.76\|41.50\|41.98\|40.88\|39324;2026-09-21\|41.58\|0.65\|41.50\|42.20\|41.24\|42317;2026-09-22\|41.40\|-0.43\|41.80\|42.17\|41.20\|41068;2026-09-23\|40.85\|-1.33\|41.40\|41.45\|40.73\|30607;2026-09-24\|40.48\|-0.91\|40.65\|42.10\|40.47\|53019;2026-09-28\|38.86\|-4.00\|40.48\|40.68\|38.50\|57353;2026-09-29\|38.99\|0.33\|38.61\|39.41\|38.36\|33341;2026-09-30\|39.34\|0.90\|39.01\|41.97\|38.70\|110591;2026-10-08\|37.46\|-4.78\|38.70\|39.31\|37.20\|70428;2026-10-09\|37.36\|-0.27\|37.56\|37.56\|35.40\|67952;2026-10-12\|35.94\|-3.80\|37.30\|37.30\|35.92\|43930;2026-10-13\|36.05\|0.31\|35.00\|36.47\|34.21\|47735;2026-10-14\|35.19\|-2.39\|36.00\|36.29\|35.19\|31641;2026-10-15\|33.80\|-3.95\|33.94\|34.56\|33.64\|35436;2026-10-16\|34.55\|2.22\|34.80\|35.50\|34.22\|56582;2026-10-19\|35.96\|4.08\|34.33\|36.45\|33.41\|68101;2026-10-20\|36.56\|1.67\|35.60\|37.29\|35.33\|70473;2026-10-21\|36.11\|-1.23\|36.57\|36.87\|35.98\|49870;2026-10-22\|35.02\|-3.02\|36.14\|37.04\|35.00\|59022;2026-10-23\|38.52\|9.99\|34.34\|38.52\|33.09\|97504;2026-10-26\|42.37\|9.99\|39.20\|42.37\|38.60\|217039;2026-10-27\|41.08\|-3.04\|41.19\|44.68\|40.42\|280681;2026-10-28\|42.56\|3.60\|41.08\|45.19\|40.35\|299100;2026-10-29\|39.79\|-6.51\|42.69\|42.96\|39.77\|207605;2026-10-30\|37.36\|-6.11\|38.25\|41.17\|37.31\|178297;2026-11-02\|39.01\|4.42\|37.41\|39.78\|34.51\|177398;2026-11-03\|38.35\|-1.69\|38.42\|41.51\|38.03\|143827;2026-11-04\|40.66\|6.02\|38.22\|40.97\|36.70\|171836;2026-11-05\|41.77\|2.73\|40.46\|42.65\|39.26\|140593;2026-11-06\|39.87\|-4.55\|40.02\|41.17\|39.50\|91928;2026-11-09\|43.86\|10.01\|41.92\|43.86\|41.28\|218181;2026-11-10\|48.25\|10.01\|46.00\|48.25\|46.00\|85788;2026-11-11\|53.08\|10.01\|52.78\|53.08\|51.51\|125122
121855	宇树科技申购日期确定	控制权拟变更+AIGC+女鞋多品牌公司原因： 1、据2025年12月27日公告，控股股东泉州禾天及香港高创拟向安徽先睿投资控股有限公司合计转让19.95%股份，本次权益变动能否最终完成尚存在不确定性。 2、据2025年4月19日披露的2024年度报告，公司推进生成式AI辅助女鞋企划与设计，已建立自有鞋款式大模型，实现AI辅助设计，属AIGC应用。 3、据2025年8月30日半年度报告，公司主营中高端时尚女鞋，拥有KISSCAT、ZSAZSAZSU、TIGRISSO、KISSKITTY及代理Patricia等多品牌矩阵，2025H1线上收入占比38.05%。	公司控股股东安徽先睿为轴承企业慈兴集团全资子公司，核心业务为机器人轴承与商业航天轴承两大板块	2026-07-02\|25.16\|10.01\|23.05\|25.16\|23.05\|313982;2026-07-03\|25.98\|3.26\|25.70\|26.92\|25.17\|479695;2026-07-06\|26.55\|2.19\|25.97\|27.96\|25.00\|401909;2026-07-07\|28.55\|7.53\|26.82\|28.56\|26.38\|420217;2026-07-08\|25.70\|-9.98\|27.85\|28.35\|25.70\|380800;2026-07-09\|25.43\|-1.05\|24.18\|25.78\|23.95\|302352;2026-07-10\|26.06\|2.48\|25.30\|27.17\|24.80\|270522;2026-07-13\|24.30\|-6.75\|26.00\|26.24\|24.07\|205806;2026-07-14\|24.00\|-1.23\|24.76\|25.15\|23.10\|171704;2026-07-15\|24.25\|1.04\|24.50\|25.57\|23.50\|216105;2026-07-16\|23.90\|-1.44\|23.73\|24.85\|23.53\|137043;2026-07-17\|22.08\|-7.62\|24.00\|24.10\|21.64\|199511;2026-07-20\|20.10\|-8.97\|22.20\|22.38\|20.02\|232864;2026-07-21\|19.02\|-5.37\|21.13\|21.35\|18.09\|396360;2026-07-22\|17.27\|-9.20\|19.00\|19.22\|17.12\|339712;2026-07-23\|17.55\|1.62\|17.00\|17.73\|16.65\|277534;2026-07-24\|16.68\|-4.96\|17.47\|18.12\|15.91\|212519;2026-07-27\|18.35\|10.01\|17.00\|18.35\|16.50\|259678;2026-07-28\|17.21\|-6.21\|18.51\|18.76\|16.70\|251390;2026-07-29\|16.74\|-2.73\|17.13\|17.60\|16.47\|175538;2026-07-30\|15.43\|-7.83\|16.42\|16.86\|15.36\|186425;2026-07-31\|16.97\|9.98\|16.03\|16.97\|16.03\|218210;2026-08-03\|18.08\|6.54\|17.10\|18.32\|17.00\|290158;2026-08-04\|18.30\|1.22\|18.30\|18.49\|17.84\|178050;2026-08-05\|18.52\|1.20\|18.10\|19.02\|18.10\|203647;2026-08-06\|19.10\|3.13\|18.48\|19.38\|18.31\|166262;2026-08-07\|19.01\|-0.47\|19.10\|19.27\|17.73\|204475;2026-08-10\|19.00\|-0.05\|19.77\|19.89\|18.57\|164205;2026-08-11\|19.61\|3.21\|18.85\|19.77\|18.57\|156486;2026-08-12\|19.63\|0.10\|19.63\|20.15\|19.32\|151999;2026-08-13\|19.17\|-2.34\|19.78\|20.68\|19.10\|221258;2026-08-14\|19.23\|0.31\|19.20\|19.76\|18.67\|169309;2026-08-17\|20.25\|5.30\|19.16\|20.39\|18.71\|208674;2026-08-18\|20.36\|0.54\|20.35\|20.69\|20.00\|140564;2026-08-19\|18.32\|-10.02\|20.26\|20.27\|18.32\|174763;2026-08-20\|17.87\|-2.46\|18.50\|18.70\|17.69\|161692;2026-08-21\|18.53\|3.69\|18.05\|18.66\|17.29\|157670;2026-08-24\|18.00\|-2.86\|18.56\|18.74\|17.49\|122199;2026-08-25\|17.73\|-1.50\|17.88\|18.01\|17.10\|113375;2026-08-26\|17.69\|-0.23\|17.73\|17.98\|17.10\|108949;2026-08-27\|17.91\|1.24\|17.55\|18.13\|17.50\|101949;2026-08-28\|19.70\|9.99\|18.36\|19.70\|17.93\|247156;2026-08-31\|19.64\|-0.30\|19.20\|20.00\|19.00\|266441;2026-09-01\|19.84\|1.02\|19.66\|20.22\|19.66\|152522;2026-09-02\|20.86\|5.14\|20.24\|21.26\|19.30\|260852;2026-09-03\|21.12\|1.25\|20.97\|21.62\|20.97\|212596;2026-09-04\|20.95\|-0.80\|21.03\|21.55\|20.66\|170778;2026-09-07\|23.05\|10.02\|21.00\|23.05\|20.95\|217546;2026-09-08\|22.46\|-2.56\|23.25\|23.50\|22.33\|197592;2026-09-09\|22.14\|-1.42\|22.49\|22.88\|21.00\|211634;2026-09-10\|21.99\|-0.68\|21.81\|22.49\|21.63\|122063;2026-09-11\|20.86\|-5.14\|21.57\|21.76\|20.40\|149691;2026-09-14\|20.90\|0.19\|20.81\|21.40\|20.30\|89762;2026-09-15\|20.18\|-3.44\|20.99\|21.00\|20.10\|88155;2026-09-16\|20.23\|0.25\|20.06\|20.40\|19.86\|87003;2026-09-17\|21.21\|4.84\|20.33\|21.50\|20.13\|171529;2026-09-18\|21.10\|-0.52\|21.39\|21.68\|21.00\|151294;2026-09-21\|22.13\|4.88\|21.70\|23.00\|21.51\|219243;2026-09-22\|21.55\|-2.62\|22.22\|22.63\|21.15\|217226;2026-09-23\|21.13\|-1.95\|21.57\|21.59\|21.00\|106350;2026-09-24\|20.34\|-3.74\|20.96\|21.06\|20.26\|84576;2026-09-28\|19.27\|-5.26\|20.34\|20.67\|19.17\|134349;2026-09-29\|19.54\|1.40\|19.05\|19.75\|18.95\|88967;2026-09-30\|19.22\|-1.64\|19.71\|19.76\|19.07\|57983;2026-10-08\|18.84\|-1.98\|19.49\|19.65\|18.48\|86743;2026-10-09\|19.35\|2.71\|18.65\|19.71\|17.94\|124782;2026-10-12\|19.00\|-1.81\|19.69\|19.69\|18.43\|89878;2026-10-13\|19.00\|0.00\|18.67\|19.27\|17.74\|92019;2026-10-14\|18.79\|-1.11\|19.00\|19.66\|18.63\|73012;2026-10-15\|17.83\|-5.11\|18.20\|18.61\|17.78\|75186;2026-10-16\|18.03\|1.12\|18.19\|18.44\|17.97\|68348;2026-10-19\|19.16\|6.27\|17.92\|19.78\|17.03\|152201;2026-10-20\|20.04\|4.59\|19.33\|20.86\|19.03\|155506;2026-10-21\|19.99\|-0.25\|19.98\|20.39\|19.76\|96102;2026-10-22\|18.82\|-5.85\|19.99\|20.19\|18.73\|84264;2026-10-23\|19.57\|3.99\|18.34\|19.71\|17.80\|133621;2026-10-26\|18.52\|-5.37\|19.38\|19.38\|17.84\|157437;2026-10-27\|17.50\|-5.51\|18.45\|19.04\|17.50\|103768;2026-10-28\|18.34\|4.80\|17.60\|19.25\|16.80\|244773;2026-10-29\|17.01\|-7.25\|18.35\|18.35\|17.01\|169825;2026-10-30\|15.60\|-8.29\|16.45\|17.16\|15.60\|155616;2026-11-02\|16.03\|2.76\|15.64\|16.50\|15.45\|152339;2026-11-03\|15.95\|-0.50\|15.87\|16.23\|15.08\|120333;2026-11-04\|16.55\|3.76\|15.86\|17.00\|15.56\|148075;2026-11-05\|17.24\|4.17\|16.45\|17.27\|16.15\|115925;2026-11-06\|16.85\|-2.26\|16.69\|17.11\|16.28\|106071;2026-11-09\|16.68\|-1.01\|17.08\|17.51\|16.54\|84266;2026-11-10\|18.09\|8.45\|17.30\|18.21\|17.22\|206790;2026-11-11\|18.47\|2.10\|18.00\|18.83\|17.85\|113923
121854	宇树科技申购日期确定	文生视频+豆包合作+数字体验+人形机器人行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据2025年2月7日互动易，公司已接入ChatGPT、文心一言、豆包AI和DeepSeek等通用大模型并完成私有化部署，用于创意、策划、CG渲染和3D内容生成。 2、据2025年4月17日年度报告，公司是中国数字展示行业龙头企业，主营业务依托CGI视效、VR/AR/MR等数字媒体技术打造公共文博、文化艺术及新文旅消费等线下沉浸式体验场景。 3、据证券时报网2025年11月20日消息，近日，风语筑与字节跳动旗下AI创作平台即梦AI达成合作，即梦AI将作为独家AIGC技术支持方，深度参与风语筑非遗数字化与新文旅业务。 4、据2025年8月29日半年度报告，公司设立“具身智能研究院”，与松延机器人签署战略合作，面向文化场馆、文旅街区提供“场景策划—内容生成—算法部署—硬件集成—持续运营”一体化具身智能解决方案。	1、公司预计上半年净利润同比增长430.91%至696.36%，报告期内，公司持续推进业务优化与经营提质，数字展示与数字化体验业务保持稳健发展，主营业务经营质量持续提升； 2、公司是中国数字展示行业龙头，依托具身智能研究院，联合宇树科技、松延动力等伙伴，将人形机器人导入数千座展馆，实现导览、演绎常态化运营，并打造具身智能展示中心	2026-07-02\|10.57\|5.49\|9.98\|11.02\|9.98\|753575;2026-07-03\|11.63\|10.03\|10.66\|11.63\|10.66\|896685;2026-07-06\|11.90\|2.32\|12.03\|12.79\|11.88\|1440873;2026-07-07\|11.63\|-2.27\|11.95\|12.20\|11.45\|891034;2026-07-08\|11.11\|-4.47\|11.48\|12.08\|11.05\|557760;2026-07-09\|11.33\|1.98\|11.37\|11.47\|10.71\|653613;2026-07-10\|11.60\|2.38\|11.10\|12.05\|11.10\|686948;2026-07-13\|10.55\|-9.05\|11.38\|11.67\|10.44\|566528;2026-07-14\|11.61\|10.05\|10.61\|11.61\|10.31\|605553;2026-07-15\|11.94\|2.84\|11.80\|12.34\|11.62\|852338;2026-07-16\|12.34\|3.35\|11.88\|12.70\|11.60\|940482;2026-07-17\|11.67\|-5.43\|11.94\|12.19\|11.62\|746788;2026-07-20\|12.02\|3.00\|11.47\|12.24\|11.47\|757706;2026-07-21\|11.82\|-1.66\|11.84\|11.98\|11.01\|752486;2026-07-22\|11.07\|-6.35\|11.59\|11.63\|10.74\|768524;2026-07-23\|10.50\|-5.15\|10.76\|10.79\|10.31\|647114;2026-07-24\|9.50\|-9.52\|10.15\|10.22\|9.48\|638324;2026-07-27\|9.68\|1.89\|9.22\|9.72\|9.22\|374224;2026-07-28\|9.64\|-0.41\|9.50\|9.95\|9.43\|415866;2026-07-29\|9.56\|-0.83\|9.60\|9.65\|9.25\|369798;2026-07-30\|9.28\|-2.93\|9.40\|9.60\|9.25\|344408;2026-07-31\|10.21\|10.02\|9.44\|10.21\|9.44\|830330;2026-08-03\|10.12\|-0.88\|10.41\|10.58\|10.06\|650397;2026-08-04\|11.13\|9.98\|10.28\|11.13\|10.18\|912477;2026-08-05\|11.38\|2.25\|11.00\|11.59\|10.90\|811423;2026-08-06\|11.40\|0.18\|11.23\|11.55\|11.12\|512123;2026-08-07\|11.35\|-0.44\|11.42\|11.47\|10.94\|389227;2026-08-10\|11.28\|-0.62\|11.40\|11.40\|11.04\|309958;2026-08-11\|11.34\|0.53\|11.29\|11.37\|11.09\|423924;2026-08-12\|12.47\|9.96\|11.38\|12.47\|11.33\|535828;2026-08-13\|13.72\|10.02\|12.30\|13.72\|12.10\|1428297;2026-08-14\|12.57\|-8.38\|13.72\|14.20\|12.37\|1493267;2026-08-17\|12.55\|-0.16\|12.82\|13.00\|12.31\|852810;2026-08-18\|12.26\|-2.31\|12.56\|12.73\|12.09\|600901;2026-08-19\|11.52\|-6.04\|12.27\|12.29\|11.48\|528596;2026-08-20\|11.51\|-0.09\|11.75\|11.85\|11.40\|393146;2026-08-21\|11.31\|-1.74\|11.47\|11.49\|11.16\|324044;2026-08-24\|11.02\|-2.56\|11.31\|11.39\|10.82\|349755;2026-08-25\|11.14\|1.09\|11.01\|11.17\|10.85\|361344;2026-08-26\|10.91\|-2.06\|11.07\|11.16\|10.76\|360373;2026-08-27\|11.09\|1.65\|10.91\|11.25\|10.89\|436487;2026-08-28\|11.15\|0.54\|11.36\|11.45\|11.03\|757527;2026-08-31\|11.88\|6.55\|11.14\|11.98\|11.10\|1016032;2026-09-01\|11.94\|0.51\|11.80\|12.30\|11.49\|1088664;2026-09-02\|12.06\|1.00\|11.80\|12.38\|11.70\|922935;2026-09-03\|12.09\|0.25\|11.94\|12.50\|11.85\|828196;2026-09-04\|12.39\|2.48\|11.91\|12.50\|11.81\|952292;2026-09-07\|12.19\|-1.61\|12.16\|12.25\|11.90\|662064;2026-09-08\|12.62\|3.53\|12.33\|13.40\|12.11\|1076872;2026-09-09\|12.91\|2.30\|12.30\|12.97\|11.68\|1051134;2026-09-10\|12.06\|-6.58\|12.63\|12.88\|12.01\|730081;2026-09-11\|13.27\|10.03\|11.85\|13.27\|11.83\|840534;2026-09-14\|12.96\|-2.34\|13.14\|13.59\|12.85\|1142965;2026-09-15\|12.33\|-4.86\|12.96\|13.13\|12.28\|813006;2026-09-16\|12.76\|3.49\|12.20\|13.06\|12.13\|700818;2026-09-17\|12.85\|0.71\|12.78\|13.19\|12.69\|705812;2026-09-18\|12.59\|-2.02\|12.67\|12.86\|12.52\|569796;2026-09-21\|12.90\|2.46\|12.72\|13.04\|12.58\|574389;2026-09-22\|13.14\|1.86\|13.05\|13.37\|12.90\|779491;2026-09-23\|12.69\|-3.42\|13.08\|13.14\|12.41\|627105;2026-09-24\|12.11\|-4.57\|12.59\|12.76\|12.07\|531207;2026-09-28\|11.52\|-4.87\|12.28\|12.29\|11.47\|419400;2026-09-29\|11.78\|2.26\|11.40\|11.92\|11.40\|321967;2026-09-30\|11.88\|0.85\|11.88\|12.14\|11.66\|316675;2026-10-08\|11.51\|-3.11\|11.91\|11.98\|11.42\|302561;2026-10-09\|12.00\|4.26\|11.53\|12.04\|10.88\|555371;2026-10-12\|12.34\|2.83\|12.00\|12.35\|11.81\|676309;2026-10-13\|13.57\|9.97\|12.30\|13.57\|11.94\|1011523;2026-10-14\|13.51\|-0.44\|13.57\|14.54\|13.48\|1468009;2026-10-15\|12.86\|-4.81\|12.99\|13.48\|12.83\|923061;2026-10-16\|12.64\|-1.71\|13.10\|13.45\|12.50\|688501;2026-10-19\|13.27\|4.98\|12.04\|13.70\|11.38\|1227323;2026-10-20\|14.23\|7.23\|13.28\|14.60\|12.89\|1424441;2026-10-21\|14.47\|1.69\|14.50\|15.14\|14.30\|1185873;2026-10-22\|13.35\|-7.74\|14.31\|14.83\|13.32\|844102;2026-10-23\|14.69\|10.04\|13.00\|14.69\|12.59\|993343;2026-10-26\|14.73\|0.27\|15.58\|15.98\|14.46\|1512930;2026-10-27\|13.82\|-6.18\|14.59\|14.81\|13.81\|995962;2026-10-28\|14.39\|4.12\|14.00\|15.20\|14.00\|1218261;2026-10-29\|13.35\|-7.23\|13.90\|14.35\|13.30\|913322;2026-10-30\|12.02\|-9.96\|12.85\|13.20\|12.02\|817825;2026-11-02\|13.22\|9.98\|11.78\|13.22\|11.11\|1082680;2026-11-03\|13.12\|-0.76\|13.43\|13.65\|12.96\|867194;2026-11-04\|13.43\|2.36\|13.12\|13.57\|12.77\|841611;2026-11-05\|14.04\|4.54\|13.27\|14.16\|13.20\|1012542;2026-11-06\|13.63\|-2.92\|13.40\|13.96\|13.40\|599296;2026-11-09\|13.94\|2.27\|13.80\|14.44\|13.61\|726695;2026-11-10\|15.33\|9.97\|14.13\|15.33\|13.97\|854264;2026-11-11\|16.86\|9.98\|15.77\|16.86\|15.40\|1247471
121853	宇树科技申购日期确定	人形机器人+电子皮肤+北美工厂+传感器 1、据2025年8月28日半年报，公司以布局柔性触觉传感产品为契机切入人形机器人领域，电子皮肤样品成功研发并完成部分头部客户送样，将利用美国日盈在北美本土化产能的优势，积极拓展海外头部具身智能客户。 2、据2026年3月28日年报及2026年4月9日投资者关系活动记录表，公司全资孙公司美国日盈在美国密歇根州建设的美国工厂已投入使用，设有洁净室车间，可满足传感器等产品生产，完成从“产品出口”到“产能出海”的升级，并有助于拓展北美具身智能客户。 3、据2025年年度报告，公司汽车零部件业务已构建涵盖“感知-传输-控制-执行”的产品体系，其收购的惠昌传感器掌握NTC温度传感器芯片配方调制、烧结、封装检测等完整流程，PM2.5传感器、雨量传感器等汽车电子产品已批量供货一汽大众、上汽大众等主机厂。	公司压阻式的电子皮肤样品已研发成功，在人形机器人新领域，公司以布局柔性触觉传感电子皮肤新产品为契机，结合发展战略及市场需求加快布局柔性线束等其他人形机器人产品	2026-07-02\|51.78\|10.01\|49.40\|51.78\|49.11\|28621;2026-07-03\|56.96\|10.00\|53.85\|56.96\|53.33\|71673;2026-07-06\|54.57\|-4.20\|56.93\|59.58\|54.23\|103963;2026-07-07\|53.50\|-1.96\|54.57\|58.31\|53.20\|80010;2026-07-08\|48.79\|-8.80\|54.03\|54.20\|48.79\|54994;2026-07-09\|48.79\|0.00\|49.90\|49.90\|46.68\|44351;2026-07-10\|53.67\|10.00\|50.44\|53.67\|49.50\|38849;2026-07-13\|51.11\|-4.77\|52.60\|55.00\|50.20\|65327;2026-07-14\|49.94\|-2.29\|51.14\|52.50\|48.58\|39072;2026-07-15\|48.29\|-3.30\|50.43\|50.89\|47.74\|32336;2026-07-16\|47.50\|-1.64\|47.88\|49.25\|47.11\|27508;2026-07-17\|43.28\|-8.88\|47.78\|47.80\|42.90\|34645;2026-07-20\|39.93\|-7.74\|43.16\|44.26\|39.08\|43957;2026-07-21\|41.00\|2.68\|40.80\|41.13\|36.32\|60814;2026-07-22\|39.72\|-3.12\|40.22\|40.91\|39.12\|31684;2026-07-23\|38.57\|-2.90\|39.44\|39.91\|37.75\|42568;2026-07-24\|37.63\|-2.44\|37.00\|38.48\|37.00\|37192;2026-07-27\|39.30\|4.44\|36.69\|39.38\|36.69\|32450;2026-07-28\|37.87\|-3.64\|39.00\|39.97\|37.77\|25207;2026-07-29\|36.84\|-2.72\|37.78\|38.33\|36.02\|36007;2026-07-30\|34.32\|-6.84\|36.59\|36.80\|34.17\|36652;2026-07-31\|37.75\|9.99\|35.60\|37.75\|35.60\|34347;2026-08-03\|37.45\|-0.79\|38.17\|39.09\|37.30\|43690;2026-08-04\|40.28\|7.56\|37.45\|41.00\|37.35\|57689;2026-08-05\|41.33\|2.61\|41.00\|42.08\|39.60\|52150;2026-08-06\|41.21\|-0.29\|40.82\|42.30\|40.46\|39885;2026-08-07\|41.84\|1.53\|41.69\|41.88\|40.54\|27509;2026-08-10\|42.36\|1.24\|42.68\|42.72\|40.74\|34634;2026-08-11\|43.17\|1.91\|42.33\|43.67\|41.33\|41523;2026-08-12\|43.30\|0.30\|42.87\|43.88\|42.60\|24811;2026-08-13\|42.75\|-1.27\|43.44\|45.50\|42.69\|41775;2026-08-14\|41.95\|-1.87\|42.76\|43.83\|41.20\|30875;2026-08-17\|46.15\|10.01\|42.24\|46.15\|42.00\|48186;2026-08-18\|44.74\|-3.06\|46.14\|46.14\|44.29\|56734;2026-08-19\|40.28\|-9.97\|44.27\|44.55\|40.27\|48742;2026-08-20\|41.10\|2.04\|40.96\|41.69\|39.75\|27896;2026-08-21\|41.06\|-0.10\|40.68\|41.35\|40.17\|18636;2026-08-24\|40.92\|-0.34\|41.09\|42.27\|40.15\|23446;2026-08-25\|41.37\|1.10\|40.52\|41.62\|39.70\|17437;2026-08-26\|43.56\|5.29\|41.61\|45.51\|41.40\|78787;2026-08-27\|44.94\|3.17\|42.91\|45.51\|42.56\|60588;2026-08-28\|42.81\|-4.74\|44.00\|45.69\|42.81\|38834;2026-08-31\|46.00\|7.45\|42.43\|47.00\|41.92\|61258;2026-09-01\|46.30\|0.65\|45.87\|48.90\|45.85\|56463;2026-09-02\|46.12\|-0.39\|46.18\|46.92\|45.29\|35064;2026-09-03\|45.84\|-0.61\|46.40\|47.20\|45.01\|29772;2026-09-04\|43.05\|-6.09\|47.88\|49.68\|42.68\|61141;2026-09-07\|47.36\|10.01\|43.81\|47.36\|43.10\|67048;2026-09-08\|46.01\|-2.85\|47.61\|48.30\|45.90\|67952;2026-09-09\|45.50\|-1.11\|46.01\|46.92\|45.42\|35624;2026-09-10\|43.75\|-3.85\|45.28\|45.29\|43.51\|31453;2026-09-11\|41.38\|-5.42\|43.60\|43.60\|40.19\|39576;2026-09-14\|42.29\|2.20\|41.29\|42.97\|40.61\|29835;2026-09-15\|41.11\|-2.79\|41.95\|42.48\|41.04\|27263;2026-09-16\|41.37\|0.63\|41.11\|41.89\|40.31\|20032;2026-09-17\|43.55\|5.27\|41.43\|44.10\|40.88\|49377;2026-09-18\|44.18\|1.45\|43.68\|45.10\|43.36\|37203;2026-09-21\|44.91\|1.65\|44.66\|46.07\|44.18\|30877;2026-09-22\|43.61\|-2.89\|45.05\|45.45\|43.26\|32844;2026-09-23\|45.97\|5.41\|44.05\|46.38\|43.22\|56225;2026-09-24\|46.06\|0.20\|45.39\|48.00\|45.06\|53983;2026-09-28\|43.90\|-4.69\|45.77\|45.77\|43.71\|36517;2026-09-29\|44.77\|1.98\|43.28\|46.39\|43.20\|37809;2026-09-30\|45.62\|1.90\|44.99\|47.65\|44.51\|47268;2026-10-08\|42.83\|-6.12\|45.39\|45.54\|42.65\|41625;2026-10-09\|43.59\|1.77\|42.60\|44.20\|39.60\|45078;2026-10-12\|40.88\|-6.22\|43.24\|43.60\|40.88\|28097;2026-10-13\|41.41\|1.30\|40.50\|41.97\|38.37\|32669;2026-10-14\|40.52\|-2.15\|40.91\|42.50\|40.50\|21433;2026-10-15\|38.25\|-5.60\|39.69\|40.83\|38.20\|23713;2026-10-16\|38.85\|1.57\|39.00\|39.88\|38.54\|20823;2026-10-19\|42.74\|10.01\|38.80\|42.74\|36.58\|49240;2026-10-20\|45.50\|6.46\|42.31\|46.86\|42.31\|75133;2026-10-21\|45.17\|-0.73\|45.39\|46.19\|44.50\|51495;2026-10-22\|46.26\|2.41\|44.90\|48.00\|44.90\|61034;2026-10-23\|50.89\|10.01\|45.39\|50.89\|43.90\|83380;2026-10-26\|53.45\|5.03\|49.58\|55.45\|49.00\|115706;2026-10-27\|53.01\|-0.82\|52.47\|55.99\|51.51\|96975;2026-10-28\|54.45\|2.72\|52.88\|58.30\|52.09\|108275;2026-10-29\|52.86\|-2.92\|54.12\|55.66\|52.70\|65463;2026-10-30\|53.99\|2.14\|52.22\|56.86\|51.59\|79716;2026-11-02\|52.95\|-1.93\|54.36\|54.36\|49.00\|72694;2026-11-03\|49.87\|-5.82\|52.90\|53.39\|49.85\|45258;2026-11-04\|52.24\|4.75\|49.38\|52.57\|48.22\|60328;2026-11-05\|53.86\|3.10\|51.49\|54.94\|50.77\|47112;2026-11-06\|50.33\|-6.55\|50.60\|52.75\|50.10\|44768;2026-11-09\|55.36\|9.99\|53.00\|55.36\|52.05\|27242;2026-11-10\|60.90\|10.01\|55.61\|60.90\|55.61\|131734;2026-11-11\|62.51\|2.64\|61.21\|64.94\|61.21\|117386
121852	宇树科技申购日期确定	液冷泵+六张网建设+智慧水务 1、据2026年5月11日互动易，公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品，系公司在流体控制领域的技术延伸。 2、据2026年6月17日互动易，公司核心服务于国家“六张网”中的水网、城市地下管网，提供从源头到龙头的智慧水务整体解决方案，覆盖城乡供水一体化等环节，其水泵、智慧泵房、管网漏损控制系统可直接服务老旧管网改造与二次供水设施升级。 3、据2025年年度报告，公司主营基于工业互联网的智慧水务综合解决方案，构建了“智能硬件+专业软件+水务平台+行业物联网+全面服务”的一体化业务体系。	1、公司联合研发的工业四足机器人巡检方案已亮相中国城镇供水排水协会年会，搭载自研水务检测装置，可监测跑冒滴漏、有毒有害气体等九类场景，并已在绥滨县北山水厂项目实现数字孪生及大屏数字人智能体落地； 2、公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品	2026-07-02\|5.88\|-4.70\|6.01\|6.31\|5.84\|387707;2026-07-03\|6.20\|5.44\|5.87\|6.47\|5.87\|678241;2026-07-06\|6.02\|-2.90\|6.17\|6.25\|5.95\|451331;2026-07-07\|5.78\|-3.99\|5.94\|6.05\|5.74\|266614;2026-07-08\|5.76\|-0.35\|5.84\|5.88\|5.61\|238256;2026-07-09\|5.85\|1.56\|5.72\|6.05\|5.64\|222507;2026-07-10\|5.95\|1.71\|5.85\|6.11\|5.76\|266484;2026-07-13\|5.72\|-3.87\|5.80\|6.03\|5.69\|185704;2026-07-14\|5.61\|-1.92\|5.78\|5.99\|5.46\|188162;2026-07-15\|5.70\|1.60\|5.60\|5.93\|5.50\|161929;2026-07-16\|5.63\|-1.23\|5.66\|5.76\|5.57\|140490;2026-07-17\|5.38\|-4.44\|5.63\|5.69\|5.36\|175519;2026-07-20\|5.23\|-2.79\|5.44\|5.53\|5.06\|240644;2026-07-21\|5.20\|-0.57\|5.33\|5.33\|4.89\|198943;2026-07-22\|5.22\|0.38\|5.15\|5.33\|5.15\|114214;2026-07-23\|5.74\|9.96\|5.26\|5.74\|5.24\|161037;2026-07-24\|6.31\|9.93\|5.85\|6.31\|5.74\|255847;2026-07-27\|6.13\|-2.85\|6.12\|6.17\|5.87\|378035;2026-07-28\|6.30\|2.77\|6.05\|6.43\|5.98\|378878;2026-07-29\|6.20\|-1.59\|6.30\|6.42\|6.14\|281069;2026-07-30\|5.99\|-3.39\|6.20\|6.26\|5.94\|205790;2026-07-31\|6.59\|10.02\|6.06\|6.59\|6.01\|318710;2026-08-03\|6.89\|4.55\|6.99\|7.25\|6.77\|696888;2026-08-04\|7.18\|4.21\|6.87\|7.30\|6.60\|727237;2026-08-05\|6.92\|-3.62\|7.04\|7.08\|6.84\|426360;2026-08-06\|7.00\|1.16\|7.13\|7.35\|6.80\|557809;2026-08-07\|6.92\|-1.14\|6.90\|7.08\|6.72\|386478;2026-08-10\|6.95\|0.43\|6.92\|6.97\|6.67\|259715;2026-08-11\|7.05\|1.44\|6.95\|7.23\|6.80\|368363;2026-08-12\|7.26\|2.98\|6.97\|7.35\|6.97\|396161;2026-08-13\|7.99\|10.06\|7.25\|7.99\|7.21\|359605;2026-08-14\|7.33\|-8.26\|7.84\|7.84\|7.19\|699891;2026-08-17\|7.34\|0.14\|7.00\|7.45\|7.00\|453546;2026-08-18\|7.07\|-3.68\|7.32\|7.36\|6.98\|337802;2026-08-19\|6.68\|-5.52\|6.94\|7.10\|6.66\|235139;2026-08-20\|6.58\|-1.50\|6.70\|6.81\|6.51\|204423;2026-08-21\|6.48\|-1.52\|6.66\|6.66\|6.45\|135950;2026-08-24\|6.03\|-6.94\|6.50\|6.50\|5.98\|210434;2026-08-25\|6.15\|1.99\|5.97\|6.15\|5.92\|184754;2026-08-26\|6.05\|-1.63\|6.17\|6.22\|5.96\|130712;2026-08-27\|6.11\|0.99\|6.05\|6.13\|5.98\|112099;2026-08-28\|6.04\|-1.15\|6.01\|6.18\|6.01\|139037;2026-08-31\|6.17\|2.15\|6.04\|6.29\|5.98\|189724;2026-09-01\|6.18\|0.16\|6.20\|6.35\|6.06\|189592;2026-09-02\|6.18\|0.00\|6.11\|6.20\|6.02\|134347;2026-09-03\|6.14\|-0.65\|6.18\|6.34\|6.01\|158911;2026-09-04\|6.09\|-0.81\|6.18\|6.22\|6.01\|170855;2026-09-07\|6.07\|-0.33\|6.10\|6.12\|5.93\|142226;2026-09-08\|6.43\|5.93\|6.06\|6.56\|6.03\|282470;2026-09-09\|6.44\|0.16\|6.45\|6.64\|6.37\|229133;2026-09-10\|6.32\|-1.86\|6.56\|6.56\|6.28\|159464;2026-09-11\|6.37\|0.79\|6.29\|6.45\|6.06\|168432;2026-09-14\|6.53\|2.51\|6.38\|6.60\|6.29\|238430;2026-09-15\|6.35\|-2.76\|6.45\|6.54\|6.30\|175411;2026-09-16\|6.99\|10.08\|6.35\|6.99\|6.33\|422512;2026-09-17\|6.83\|-2.29\|6.90\|7.07\|6.76\|413758;2026-09-18\|7.07\|3.51\|6.86\|7.20\|6.86\|331122;2026-09-21\|7.22\|2.12\|7.03\|7.25\|6.87\|255250;2026-09-22\|7.26\|0.55\|7.26\|7.41\|7.18\|217768;2026-09-23\|7.11\|-2.07\|7.24\|7.39\|7.07\|180676;2026-09-24\|6.97\|-1.97\|7.10\|7.10\|6.92\|180009;2026-09-28\|6.78\|-2.73\|7.00\|7.02\|6.69\|142554;2026-09-29\|6.85\|1.03\|6.92\|6.93\|6.70\|101259;2026-09-30\|6.88\|0.44\|6.98\|7.10\|6.78\|156441;2026-10-08\|6.81\|-1.02\|6.89\|7.06\|6.74\|142566;2026-10-09\|6.97\|2.35\|6.82\|6.99\|6.60\|155460;2026-10-12\|7.41\|6.31\|6.99\|7.67\|6.99\|690634;2026-10-13\|8.15\|9.99\|7.20\|8.15\|7.00\|770758;2026-10-14\|7.78\|-4.54\|8.15\|8.20\|7.68\|628743;2026-10-15\|7.76\|-0.26\|7.60\|8.01\|7.54\|385258;2026-10-16\|7.55\|-2.71\|7.90\|7.97\|7.47\|352229;2026-10-19\|7.71\|2.12\|7.52\|7.78\|7.50\|257904;2026-10-20\|8.07\|4.67\|7.73\|8.10\|7.60\|354308;2026-10-21\|7.75\|-3.97\|8.01\|8.04\|7.70\|272161;2026-10-22\|7.23\|-6.71\|7.70\|7.76\|7.10\|303254;2026-10-23\|7.08\|-2.07\|7.11\|7.20\|6.51\|313668;2026-10-26\|6.98\|-1.41\|6.95\|7.26\|6.90\|218233;2026-10-27\|6.28\|-10.03\|6.92\|7.06\|6.28\|262671;2026-10-28\|6.33\|0.80\|6.31\|6.40\|6.07\|253789;2026-10-29\|5.89\|-6.95\|6.27\|6.32\|5.88\|189065;2026-10-30\|5.93\|0.68\|5.84\|6.28\|5.60\|214699;2026-11-02\|6.15\|3.71\|6.00\|6.17\|5.72\|175112;2026-11-03\|5.99\|-2.60\|6.12\|6.19\|5.90\|172372;2026-11-04\|6.10\|1.84\|6.07\|6.19\|5.78\|165143;2026-11-05\|6.71\|10.00\|6.10\|6.71\|6.02\|418851;2026-11-06\|6.67\|-0.60\|6.60\|7.15\|6.51\|378647;2026-11-09\|6.97\|4.50\|6.72\|7.18\|6.72\|325475;2026-11-10\|7.11\|2.01\|7.04\|7.20\|6.92\|219088;2026-11-11\|7.16\|0.70\|7.11\|7.22\|7.00\|205014
121851	宇树科技申购日期确定	机器人零部件+一体化压铸行业原因：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、据2026年4月11日2025年年度报告，公司继续聚焦机器人零部件领域战略布局，锚定量产进度，力求打造未来增量；据2025年11月14日投资者关系活动记录表，公司已获得西南某头部机器人企业173个核心零部件订单，并与国内某头部人形机器人企业签署战略合作协议，在具身智能机器人执行器及关节零部件领域展开深度合作。 2、据2026年4月11日2025年年度报告，公司主营汽车用铸造再生铝合金和汽车零部件，已形成从废铝回收到铝危废资源化利用的一体化低碳循环产业链，具有较强的竞争优势。	国内先进铝合金及汽车零部件一体化发展企业；公司重点突出在机器人领域，已获得国内某知名机器人企业关于躯干、关节、上下肢、头部等多款产品订单，并顺利完成交样；公司还与多家机器人主机及零部件供应商共同研发机器人铝、镁合金结构件、关键零部件	2026-07-02\|16.47\|-0.48\|16.65\|17.05\|16.21\|155013;2026-07-03\|16.87\|2.43\|16.47\|17.25\|16.47\|211602;2026-07-06\|17.19\|1.90\|16.71\|17.40\|16.38\|293956;2026-07-07\|16.90\|-1.69\|17.01\|17.60\|16.80\|268043;2026-07-08\|17.69\|4.67\|16.50\|17.98\|16.45\|383134;2026-07-09\|18.30\|3.45\|17.21\|18.35\|16.88\|306059;2026-07-10\|18.86\|3.06\|18.10\|19.39\|17.87\|291099;2026-07-13\|18.48\|-2.01\|18.60\|19.91\|18.10\|327703;2026-07-14\|19.31\|4.49\|18.44\|19.35\|17.62\|296217;2026-07-15\|18.94\|-1.92\|19.60\|19.72\|17.84\|292017;2026-07-16\|17.26\|-8.87\|19.00\|19.10\|17.06\|286669;2026-07-17\|15.53\|-10.02\|17.26\|18.50\|15.53\|288498;2026-07-20\|14.73\|-5.15\|16.18\|16.50\|14.39\|274721;2026-07-21\|13.58\|-7.81\|14.88\|14.94\|13.26\|327647;2026-07-22\|12.41\|-8.62\|13.59\|13.61\|12.25\|271100;2026-07-23\|12.74\|2.66\|12.31\|12.81\|12.10\|202261;2026-07-24\|11.48\|-9.89\|12.50\|13.29\|11.47\|257557;2026-07-27\|11.78\|2.61\|11.47\|11.80\|11.10\|159517;2026-07-28\|11.78\|0.00\|11.64\|12.28\|11.62\|140254;2026-07-29\|11.60\|-1.53\|11.87\|11.95\|11.37\|114382;2026-07-30\|10.87\|-6.29\|11.60\|11.95\|10.79\|160181;2026-07-31\|11.96\|10.03\|11.20\|11.96\|11.13\|173238;2026-08-03\|12.22\|2.17\|12.25\|12.55\|12.11\|163325;2026-08-04\|12.75\|4.34\|12.48\|12.93\|12.36\|162898;2026-08-05\|13.05\|2.35\|12.81\|13.12\|12.70\|124885;2026-08-06\|13.46\|3.14\|13.10\|13.46\|12.90\|111428;2026-08-07\|13.62\|1.19\|13.33\|13.68\|13.11\|100757;2026-08-10\|13.77\|1.10\|13.68\|13.77\|13.40\|84047;2026-08-11\|13.72\|-0.36\|13.81\|13.95\|13.51\|89296;2026-08-12\|14.05\|2.41\|13.59\|14.35\|13.59\|89108;2026-08-13\|13.63\|-2.99\|14.05\|14.07\|13.51\|83116;2026-08-14\|13.83\|1.47\|13.69\|13.90\|13.55\|66069;2026-08-17\|14.61\|5.64\|13.96\|14.63\|13.81\|131719;2026-08-18\|15.12\|3.49\|14.62\|15.33\|14.61\|145000;2026-08-19\|13.98\|-7.54\|14.86\|14.98\|13.86\|135307;2026-08-20\|14.04\|0.43\|14.25\|14.35\|13.86\|74625;2026-08-21\|13.84\|-1.42\|14.11\|14.11\|13.60\|94638;2026-08-24\|13.79\|-0.36\|13.79\|13.93\|13.32\|107747;2026-08-25\|14.09\|2.18\|13.79\|14.28\|13.61\|102677;2026-08-26\|14.15\|0.43\|14.09\|14.47\|13.90\|101430;2026-08-27\|14.29\|0.99\|13.99\|14.35\|13.98\|63943;2026-08-28\|14.25\|-0.28\|14.29\|14.46\|14.20\|50565;2026-08-31\|14.49\|1.68\|14.10\|14.56\|14.01\|76859;2026-09-01\|14.66\|1.17\|14.56\|14.87\|14.45\|81865;2026-09-02\|14.78\|0.82\|14.53\|14.94\|14.35\|86566;2026-09-03\|14.84\|0.41\|14.96\|15.02\|14.54\|94044;2026-09-04\|14.72\|-0.81\|15.00\|15.01\|14.46\|69161;2026-09-07\|15.12\|2.72\|14.80\|15.12\|14.40\|86525;2026-09-08\|14.91\|-1.39\|15.25\|15.29\|14.77\|84803;2026-09-09\|14.90\|-0.07\|14.78\|14.97\|14.71\|51430;2026-09-10\|14.91\|0.07\|14.84\|15.27\|14.77\|64204;2026-09-11\|14.57\|-2.28\|14.73\|14.82\|14.34\|64843;2026-09-14\|14.72\|1.03\|14.59\|14.80\|14.41\|44286;2026-09-15\|14.40\|-2.17\|14.75\|14.80\|14.29\|52422;2026-09-16\|14.82\|2.92\|14.53\|14.96\|14.35\|67301;2026-09-17\|14.77\|-0.34\|14.83\|14.92\|14.65\|42199;2026-09-18\|14.64\|-0.88\|14.93\|14.93\|14.55\|54294;2026-09-21\|14.49\|-1.02\|14.61\|14.80\|14.31\|72159;2026-09-22\|14.89\|2.76\|14.36\|15.16\|14.30\|126944;2026-09-23\|14.99\|0.67\|14.89\|15.14\|14.62\|86903;2026-09-24\|14.73\|-1.73\|15.00\|15.16\|14.71\|68955;2026-09-28\|14.28\|-3.06\|14.69\|14.87\|14.25\|62549;2026-09-29\|14.61\|2.31\|14.39\|14.75\|14.08\|49886;2026-09-30\|14.59\|-0.14\|14.59\|14.70\|14.38\|46102;2026-10-08\|14.51\|-0.55\|14.73\|15.13\|14.40\|80944;2026-10-09\|14.77\|1.79\|14.67\|14.82\|14.05\|74586;2026-10-12\|14.46\|-2.10\|14.76\|14.85\|14.35\|52233;2026-10-13\|14.50\|0.28\|14.30\|14.62\|14.04\|61497;2026-10-14\|13.81\|-4.76\|14.48\|14.49\|13.72\|74723;2026-10-15\|13.49\|-2.32\|13.50\|13.68\|13.13\|56942;2026-10-16\|13.15\|-2.52\|13.56\|13.69\|13.00\|63665;2026-10-19\|13.12\|-0.23\|13.32\|13.90\|12.94\|122344;2026-10-20\|13.23\|0.84\|13.17\|13.60\|13.11\|84810;2026-10-21\|12.81\|-3.17\|13.33\|13.34\|12.77\|120326;2026-10-22\|12.12\|-5.39\|12.90\|13.14\|12.06\|108333;2026-10-23\|12.60\|3.96\|11.94\|12.86\|10.95\|148496;2026-10-26\|12.20\|-3.17\|12.35\|12.65\|12.11\|69389;2026-10-27\|11.19\|-8.28\|12.26\|12.35\|11.18\|107021;2026-10-28\|11.50\|2.77\|10.87\|11.53\|10.54\|149401;2026-10-29\|10.75\|-6.52\|11.00\|11.62\|10.73\|90319;2026-10-30\|10.36\|-3.63\|10.55\|10.98\|10.35\|87907;2026-11-02\|10.45\|0.87\|10.40\|10.55\|10.00\|84559;2026-11-03\|10.20\|-2.39\|10.63\|10.75\|10.20\|77907;2026-11-04\|10.89\|6.76\|10.24\|10.94\|10.11\|107720;2026-11-05\|11.07\|1.65\|10.89\|11.08\|10.77\|73390;2026-11-06\|10.86\|-1.90\|10.68\|11.05\|10.60\|55161;2026-11-09\|11.04\|1.66\|11.11\|11.28\|10.87\|83930;2026-11-10\|12.07\|9.33\|11.20\|12.14\|11.07\|160942;2026-11-11\|12.14\|0.58\|11.91\|12.21\|11.74\|117396
121850	宇树科技申购日期确定	电子布织机+固态电池+高端纺机 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。	公司纺织机器人已完成纱筒抓取与生头关节研发	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;2026-07-20\|53.67\|-9.99\|60.00\|62.00\|53.67\|72042;2026-07-21\|53.55\|-0.22\|52.90\|54.42\|48.30\|116059;2026-07-22\|50.81\|-5.12\|52.80\|54.89\|50.26\|75363;2026-07-23\|51.51\|1.38\|51.54\|55.20\|51.11\|68702;2026-07-24\|49.47\|-3.96\|50.93\|52.29\|48.90\|55844;2026-07-27\|52.70\|6.53\|49.47\|52.75\|48.71\|66756;2026-07-28\|48.18\|-8.58\|52.00\|53.58\|47.97\|52698;2026-07-29\|45.50\|-5.56\|48.90\|50.20\|43.88\|77926;2026-07-30\|40.95\|-10.00\|45.01\|45.87\|40.95\|61701;2026-07-31\|45.05\|10.01\|42.57\|45.05\|41.86\|47585;2026-08-03\|40.91\|-9.19\|44.45\|44.45\|40.55\|116965;2026-08-04\|45.00\|10.00\|41.66\|45.00\|40.60\|56841;2026-08-05\|47.50\|5.56\|45.81\|48.38\|44.55\|116780;2026-08-06\|52.25\|10.00\|47.97\|52.25\|47.93\|77466;2026-08-07\|53.66\|2.70\|54.09\|55.34\|49.90\|166737;2026-08-10\|55.40\|3.24\|54.46\|56.00\|51.11\|161901;2026-08-11\|53.50\|-3.43\|54.02\|54.88\|52.40\|134417;2026-08-12\|55.24\|3.25\|53.23\|55.48\|52.66\|110534;2026-08-13\|55.05\|-0.34\|56.22\|57.73\|54.98\|101445;2026-08-14\|56.05\|1.82\|55.47\|57.25\|53.60\|90614;2026-08-17\|59.41\|5.99\|56.92\|60.44\|56.00\|113392;2026-08-18\|59.57\|0.27\|60.00\|61.45\|58.01\|94493;2026-08-19\|53.85\|-9.60\|57.72\|58.99\|53.61\|86975;2026-08-20\|53.10\|-1.39\|55.00\|55.45\|52.44\|75427;2026-08-21\|53.12\|0.04\|52.27\|55.86\|51.38\|80402;2026-08-24\|51.11\|-3.78\|53.00\|53.00\|49.00\|61421;2026-08-25\|51.45\|0.67\|50.47\|52.97\|49.11\|59464;2026-08-26\|51.30\|-0.29\|51.45\|52.47\|49.40\|48332;2026-08-27\|53.96\|5.19\|51.31\|54.20\|50.89\|62915;2026-08-28\|54.19\|0.43\|53.91\|57.30\|53.43\|88262;2026-08-31\|59.61\|10.00\|52.40\|59.61\|52.40\|65355;2026-09-01\|55.59\|-6.74\|58.33\|59.75\|53.88\|147800;2026-09-02\|56.50\|1.64\|53.97\|56.99\|53.97\|108122;2026-09-03\|54.18\|-4.11\|56.51\|58.45\|53.70\|91918;2026-09-04\|50.80\|-6.24\|54.21\|55.31\|50.22\|82863;2026-09-07\|52.68\|3.70\|51.21\|52.98\|50.62\|66850;2026-09-08\|50.57\|-4.01\|53.00\|53.61\|50.26\|74576;2026-09-09\|53.18\|5.16\|51.33\|55.15\|50.77\|90937;2026-09-10\|52.49\|-1.30\|52.65\|54.25\|51.41\|71479;2026-09-11\|51.13\|-2.59\|51.71\|52.45\|48.80\|68325;2026-09-14\|54.90\|7.37\|50.57\|55.85\|48.73\|100965;2026-09-15\|54.00\|-1.64\|55.64\|56.80\|53.66\|68726;2026-09-16\|55.44\|2.67\|54.00\|55.76\|53.01\|73467;2026-09-17\|55.45\|0.02\|55.46\|58.38\|55.01\|69357;2026-09-18\|54.78\|-1.21\|56.12\|57.25\|53.91\|85235;2026-09-21\|54.01\|-1.41\|54.75\|56.00\|53.92\|74674;2026-09-22\|54.72\|1.31\|54.56\|58.43\|53.86\|104989;2026-09-23\|58.80\|7.46\|55.24\|60.19\|54.62\|171496;2026-09-24\|56.56\|-3.81\|58.24\|60.55\|56.30\|149017;2026-09-28\|50.90\|-10.01\|55.55\|55.75\|50.90\|86440;2026-09-29\|46.46\|-8.72\|48.17\|50.01\|46.22\|142813;2026-09-30\|44.23\|-4.80\|46.70\|46.94\|44.11\|99802;2026-10-08\|42.95\|-2.89\|44.46\|45.36\|42.38\|63183;2026-10-09\|40.70\|-5.24\|43.23\|43.23\|38.88\|78646;2026-10-12\|38.82\|-4.62\|40.64\|40.94\|38.80\|57561;2026-10-13\|39.10\|0.72\|38.35\|39.72\|36.43\|75022;2026-10-14\|37.28\|-4.65\|39.02\|39.50\|37.21\|46355;2026-10-15\|35.06\|-5.95\|36.10\|36.42\|34.88\|57511;2026-10-16\|34.79\|-0.77\|35.99\|36.10\|34.62\|47184;2026-10-19\|34.31\|-1.38\|34.45\|34.87\|32.62\|43888;2026-10-20\|35.33\|2.97\|34.40\|36.41\|34.40\|66910;2026-10-21\|35.60\|0.76\|36.00\|37.00\|35.34\|53226;2026-10-22\|33.72\|-5.28\|35.77\|36.02\|33.50\|45882;2026-10-23\|33.70\|-0.06\|33.05\|34.05\|30.53\|77219;2026-10-26\|32.89\|-2.40\|33.46\|34.04\|32.62\|50070;2026-10-27\|31.45\|-4.38\|33.06\|33.84\|31.44\|44817;2026-10-28\|31.86\|1.30\|32.18\|32.80\|31.30\|61266;2026-10-29\|30.31\|-4.87\|32.00\|32.45\|30.28\|43253;2026-10-30\|28.51\|-5.94\|29.50\|30.78\|28.40\|48574;2026-11-02\|29.39\|3.09\|28.66\|29.72\|27.88\|53852;2026-11-03\|27.88\|-5.14\|29.10\|29.49\|27.60\|45052;2026-11-04\|29.80\|6.89\|27.89\|30.00\|26.86\|68565;2026-11-05\|30.82\|3.42\|29.23\|31.65\|29.00\|51726;2026-11-06\|29.34\|-4.80\|28.90\|29.98\|28.22\|47606;2026-11-09\|29.53\|0.65\|30.30\|30.43\|29.34\|34418;2026-11-10\|30.88\|4.57\|30.40\|31.36\|29.59\|50446;2026-11-11\|32.07\|3.85\|31.01\|32.22\|30.60\|42625

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