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
109997	我国首个大规模“算电协同”绿电直供项目正式投运	算电协同+储能+智能输配电行业原因： AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月22日年报，公司“算电协同”战略深化，智慧配电系统及“源网荷储”一体化方案可为数据中心、智算中心提供全生命周期服务，开辟新增长曲线。 2、据2026年4月22日年报，公司储能产品覆盖风冷/液冷户外柜、预制仓及光储一体集装箱，已用于电网侧调峰调频及工商业削峰填谷，受益储能政策加速。 3、据2026年4月22日年报，公司主营智能开关柜、电力设计及能源管理平台，是全国低压成套设备标准起草单位，产品已应用于北京奥运场馆、央视、首都机场等国家工程。	在OpenClaw普及后，电力设备与安防系统面临的网络攻击风险大幅提升，公司打造了AI驱动的电力安防一体化安全解决方案	2026-03-10\|12.41\|10.02\|11.40\|12.41\|11.23\|1092576;2026-03-11\|12.66\|2.01\|12.90\|13.60\|12.56\|2539313;2026-03-12\|13.28\|4.90\|12.69\|13.50\|12.55\|2144446;2026-03-13\|11.95\|-10.02\|12.68\|12.80\|11.95\|1509355;2026-03-16\|11.97\|0.17\|11.72\|12.37\|11.63\|980667;2026-03-17\|12.06\|0.75\|11.81\|12.29\|11.61\|936810;2026-03-18\|12.74\|5.64\|12.04\|12.80\|11.96\|1321744;2026-03-19\|12.50\|-1.88\|12.34\|13.11\|12.07\|1219111;2026-03-20\|11.83\|-5.36\|12.59\|13.20\|11.80\|1144071;2026-03-23\|11.57\|-2.20\|11.31\|12.26\|11.31\|847900;2026-03-24\|12.28\|6.14\|11.78\|12.46\|11.38\|1227219;2026-03-25\|12.48\|1.63\|12.29\|12.62\|12.29\|1119516;2026-03-26\|11.88\|-4.81\|12.49\|12.52\|11.86\|749881;2026-03-27\|11.64\|-2.02\|11.87\|12.15\|11.45\|720815;2026-03-30\|10.96\|-5.84\|11.38\|11.43\|10.48\|1036966;2026-03-31\|10.44\|-4.74\|10.89\|11.16\|10.44\|643564;2026-04-01\|10.73\|2.78\|10.64\|10.96\|10.55\|523145;2026-04-02\|10.00\|-6.80\|10.62\|10.70\|9.96\|690807;2026-04-03\|9.46\|-5.40\|10.00\|10.04\|9.37\|535827;2026-04-07\|9.73\|2.85\|9.46\|9.85\|9.39\|436767;2026-04-08\|10.19\|4.73\|9.95\|10.19\|9.92\|449793;2026-04-09\|9.99\|-1.96\|10.13\|10.13\|9.86\|344382;2026-04-10\|9.97\|-0.20\|10.07\|10.15\|9.97\|310034;2026-04-13\|10.17\|2.01\|9.90\|10.18\|9.85\|330480;2026-04-14\|10.28\|1.08\|10.25\|10.44\|10.13\|320832;2026-04-15\|10.35\|0.68\|10.36\|10.53\|10.27\|411740;2026-04-16\|10.44\|0.87\|10.34\|10.46\|10.17\|338930;2026-04-17\|10.40\|-0.38\|10.45\|10.59\|10.26\|314516;2026-04-20\|10.43\|0.29\|10.39\|10.44\|10.33\|314682;2026-04-21\|10.18\|-2.40\|10.36\|10.40\|10.01\|344903;2026-04-22\|10.23\|0.49\|10.12\|10.25\|10.00\|303342;2026-04-23\|10.00\|-2.25\|10.18\|10.32\|9.90\|344503;2026-04-24\|9.86\|-1.40\|9.92\|9.99\|9.73\|259157;2026-04-27\|9.85\|-0.10\|9.80\|9.89\|9.68\|199766;2026-04-28\|9.58\|-2.74\|9.80\|9.85\|9.54\|234238;2026-04-29\|9.77\|1.98\|9.58\|9.82\|9.52\|216684;2026-04-30\|9.80\|0.31\|9.78\|9.91\|9.72\|204779;2026-05-06\|10.10\|3.06\|9.95\|10.18\|9.91\|337353;2026-05-07\|11.11\|10.00\|10.20\|11.11\|10.10\|825670;2026-05-08\|11.09\|-0.18\|11.16\|11.26\|10.88\|1148430;2026-05-11\|11.39\|2.71\|11.12\|11.86\|11.07\|1277993;2026-05-12\|11.19\|-1.76\|11.28\|11.54\|11.16\|835279;2026-05-13\|11.53\|3.04\|11.21\|11.59\|11.21\|907581;2026-05-14\|11.13\|-3.47\|11.53\|11.65\|11.13\|699897;2026-05-15\|11.34\|1.89\|11.22\|11.54\|11.01\|690339;2026-05-18\|11.73\|3.44\|11.41\|11.78\|11.28\|976771;2026-05-19\|11.88\|1.28\|11.55\|12.01\|11.40\|1057424;2026-05-20\|11.29\|-4.97\|11.70\|11.70\|11.28\|721645;2026-05-21\|10.58\|-6.29\|11.19\|11.31\|10.50\|792028;2026-05-22\|10.66\|0.76\|10.64\|10.83\|10.54\|406367;2026-05-25\|10.42\|-2.25\|10.71\|11.02\|10.32\|472528;2026-05-26\|9.99\|-4.13\|10.26\|10.27\|9.84\|455418;2026-05-27\|9.73\|-2.60\|9.90\|10.05\|9.69\|356710;2026-05-28\|9.92\|1.95\|9.73\|9.95\|9.65\|329485;2026-05-29\|9.32\|-6.05\|9.91\|9.97\|9.30\|406610;2026-06-01\|9.48\|1.72\|9.33\|9.58\|9.30\|236061;2026-06-02\|9.11\|-3.90\|9.42\|9.45\|8.96\|317280;2026-06-03\|9.06\|-0.55\|9.10\|9.18\|9.00\|228726;2026-06-04\|8.85\|-2.32\|8.97\|9.07\|8.76\|272593;2026-06-05\|8.77\|-0.90\|8.78\|8.93\|8.54\|276286;2026-06-08\|8.25\|-5.93\|8.51\|8.65\|8.13\|289662;2026-06-09\|8.34\|1.09\|8.39\|8.43\|8.22\|178477;2026-06-10\|8.11\|-2.76\|8.26\|8.34\|8.03\|218350;2026-06-11\|7.89\|-2.71\|8.02\|8.09\|7.80\|229238;2026-06-12\|8.04\|1.90\|8.00\|8.17\|7.92\|251682;2026-06-15\|8.30\|3.23\|8.25\|8.36\|8.14\|269392;2026-06-16\|8.55\|3.01\|8.25\|8.63\|8.12\|338495;2026-06-17\|8.32\|-2.69\|8.58\|8.59\|8.24\|254593;2026-06-18\|8.15\|-2.04\|8.25\|8.31\|8.13\|196021;2026-06-22\|8.37\|2.70\|8.15\|8.38\|7.95\|311705;2026-06-23\|8.05\|-3.82\|8.31\|8.32\|7.98\|229430;2026-06-24\|7.96\|-1.12\|8.01\|8.02\|7.77\|218730;2026-06-25\|7.64\|-4.02\|7.97\|8.00\|7.58\|292518;2026-06-26\|7.40\|-3.14\|7.60\|7.69\|7.39\|233604;2026-06-29\|7.43\|0.41\|7.38\|7.87\|7.33\|272039;2026-06-30\|7.62\|2.56\|7.40\|7.73\|7.30\|274070;2026-07-01\|7.72\|1.31\|7.60\|7.81\|7.55\|231744;2026-07-02\|7.51\|-2.72\|7.66\|7.84\|7.47\|257645;2026-07-03\|7.53\|0.27\|7.56\|7.64\|7.48\|167578;2026-07-06\|7.37\|-2.12\|7.61\|7.66\|7.36\|171328;2026-07-07\|7.09\|-3.80\|7.36\|7.42\|7.06\|187268;2026-07-08\|6.97\|-1.69\|7.12\|7.17\|6.94\|159218;2026-07-09\|7.06\|1.29\|6.94\|7.08\|6.74\|201709;2026-07-10\|7.18\|1.70\|7.07\|7.38\|6.94\|268730;2026-07-13\|6.65\|-7.38\|7.16\|7.18\|6.64\|260440;2026-07-14\|6.84\|2.86\|6.65\|6.84\|6.49\|225743;2026-07-15\|6.98\|2.05\|7.04\|7.15\|6.89\|298716;2026-07-16\|7.03\|0.72\|6.92\|7.20\|6.85\|234003;2026-07-17\|6.77\|-3.70\|7.00\|7.06\|6.71\|234650
109996	我国首个大规模“算电协同”绿电直供项目正式投运	蒙电入苏+绿电直供+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月29日公告，董事会通过库布齐沙漠至江苏特高压通道配套4×660MW煤电及150万千瓦光伏治沙项目，总投资180.62亿元，并与江苏国信集团等设立合资公司推进“蒙电入苏”±800千伏特高压直流工程。 2、据上海证券报2026年5月12日报道，全国首个算电协同绿电直供项目——大唐中卫云基地50万千瓦光伏电站已于5月2日投运，公司绿电直供能力获政策与市场双重催化。 3、据2025年度报告，公司控股装机86.19GW，风电、光伏合计18.37GW，清洁能源占比42.99%，最终实控人为国务院国资委。	全资子公司西藏大唐国际怒江水电位于西藏自治区拉萨市，主要业务为水力发电	2026-03-10\|4.06\|0.00\|4.06\|4.14\|4.00\|1554095;2026-03-11\|4.16\|2.46\|4.09\|4.17\|3.97\|1898657;2026-03-12\|4.58\|10.10\|4.23\|4.58\|4.23\|1707457;2026-03-13\|4.74\|3.49\|4.90\|4.99\|4.63\|9925088;2026-03-16\|4.33\|-8.65\|4.60\|4.65\|4.27\|6547509;2026-03-17\|4.25\|-1.85\|4.26\|4.44\|4.20\|4393498;2026-03-18\|4.31\|1.41\|4.24\|4.44\|4.23\|3447424;2026-03-19\|4.18\|-3.02\|4.24\|4.31\|4.14\|3246622;2026-03-20\|4.20\|0.48\|4.15\|4.38\|4.11\|3295385;2026-03-23\|4.03\|-4.05\|4.08\|4.20\|4.00\|2840977;2026-03-24\|4.24\|5.21\|4.10\|4.25\|4.06\|3351294;2026-03-25\|4.46\|5.19\|4.18\|4.52\|4.18\|4911186;2026-03-26\|4.39\|-1.57\|4.40\|4.48\|4.36\|3529491;2026-03-27\|4.48\|2.05\|4.33\|4.59\|4.33\|3650520;2026-03-30\|4.13\|-7.81\|4.40\|4.44\|4.11\|3471033;2026-03-31\|3.94\|-4.60\|4.11\|4.15\|3.94\|2675114;2026-04-01\|3.94\|0.00\|4.02\|4.05\|3.89\|1951750;2026-04-02\|3.84\|-2.54\|3.94\|3.97\|3.81\|1853681;2026-04-03\|3.71\|-3.39\|3.83\|3.84\|3.68\|1723447;2026-04-07\|3.73\|0.54\|3.71\|3.77\|3.68\|1107718;2026-04-08\|3.84\|2.95\|3.80\|3.85\|3.77\|1666487;2026-04-09\|3.84\|0.00\|3.83\|3.88\|3.78\|1431517;2026-04-10\|3.81\|-0.78\|3.86\|3.87\|3.80\|1296570;2026-04-13\|3.83\|0.52\|3.79\|3.83\|3.76\|1028760;2026-04-14\|3.87\|1.04\|3.84\|3.90\|3.83\|1249895;2026-04-15\|3.89\|0.52\|3.88\|3.91\|3.84\|1271356;2026-04-16\|3.87\|-0.51\|3.88\|3.89\|3.84\|909091;2026-04-17\|3.89\|0.52\|3.88\|3.91\|3.85\|1157217;2026-04-20\|3.96\|1.80\|3.88\|3.96\|3.87\|1558481;2026-04-21\|4.11\|3.79\|3.96\|4.12\|3.91\|2531515;2026-04-22\|4.15\|0.97\|4.08\|4.16\|4.06\|1853346;2026-04-23\|4.21\|1.45\|4.15\|4.22\|4.09\|2493146;2026-04-24\|4.07\|-3.33\|4.18\|4.20\|4.06\|2085600;2026-04-27\|4.05\|-0.49\|4.04\|4.10\|4.00\|1461497;2026-04-28\|4.04\|-0.25\|4.03\|4.06\|3.97\|1620128;2026-04-29\|4.29\|6.19\|4.12\|4.40\|4.12\|3619153;2026-04-30\|4.16\|-3.03\|4.24\|4.25\|4.15\|2040293;2026-05-06\|4.58\|10.10\|4.58\|4.58\|4.51\|3298102;2026-05-07\|5.04\|10.04\|4.98\|5.04\|4.88\|3340447;2026-05-08\|5.54\|9.92\|5.54\|5.54\|5.32\|12160814;2026-05-11\|6.09\|9.93\|6.00\|6.09\|5.88\|2783118;2026-05-12\|6.70\|10.02\|6.68\|6.70\|6.40\|6831487;2026-05-13\|7.37\|10.00\|7.14\|7.37\|7.08\|2435885;2026-05-14\|7.20\|-2.31\|8.11\|8.11\|7.20\|18564704;2026-05-15\|7.92\|10.00\|6.99\|7.92\|6.73\|15251770;2026-05-18\|7.93\|0.13\|7.68\|8.12\|7.63\|11762916;2026-05-19\|8.38\|5.67\|7.93\|8.64\|7.75\|12910503;2026-05-20\|7.54\|-10.02\|7.56\|8.18\|7.54\|5635818;2026-05-21\|7.05\|-6.50\|6.90\|7.83\|6.90\|9645388;2026-05-22\|6.89\|-2.27\|7.00\|7.16\|6.68\|7944991;2026-05-25\|7.40\|7.40\|6.80\|7.44\|6.80\|8799928;2026-05-26\|7.16\|-3.24\|7.39\|7.64\|7.10\|8150112;2026-05-27\|7.71\|7.68\|7.00\|7.80\|7.00\|9597919;2026-05-28\|8.00\|3.76\|7.73\|8.22\|7.50\|10734411;2026-05-29\|8.63\|7.88\|7.88\|8.79\|7.75\|11180220;2026-06-01\|8.37\|-3.01\|8.63\|8.70\|7.77\|9490346;2026-06-02\|9.18\|9.68\|8.10\|9.19\|7.93\|10089825;2026-06-03\|9.10\|-0.87\|8.32\|9.92\|8.32\|12197774;2026-06-04\|8.81\|-3.19\|8.90\|9.40\|8.71\|7627568;2026-06-05\|7.93\|-9.99\|8.72\|9.00\|7.93\|8005705;2026-06-08\|7.27\|-8.32\|7.65\|8.10\|7.16\|6278660;2026-06-09\|7.71\|6.05\|7.20\|7.78\|6.91\|7452503;2026-06-10\|7.76\|0.65\|7.50\|8.15\|7.42\|7419731;2026-06-11\|7.99\|2.96\|7.68\|8.15\|7.68\|6327931;2026-06-12\|8.09\|1.25\|7.91\|8.20\|7.80\|5242681;2026-06-15\|8.73\|7.91\|8.18\|8.77\|8.00\|6513060;2026-06-16\|8.70\|-0.34\|8.71\|8.90\|8.48\|6764913;2026-06-17\|9.13\|4.94\|8.85\|9.37\|8.47\|9708892;2026-06-18\|8.22\|-9.97\|8.94\|9.30\|8.22\|10067946;2026-06-22\|8.37\|1.82\|7.91\|8.88\|7.58\|9859951;2026-06-23\|8.34\|-0.36\|8.22\|8.51\|7.86\|8628104;2026-06-24\|7.82\|-6.24\|8.18\|8.25\|7.81\|6757211;2026-06-25\|7.47\|-4.48\|7.70\|8.10\|7.46\|7460421;2026-06-26\|7.32\|-2.01\|7.36\|7.87\|7.17\|6978079;2026-06-29\|7.04\|-3.83\|7.10\|7.35\|6.92\|5191889;2026-06-30\|7.08\|0.57\|6.97\|7.26\|6.55\|6922353;2026-07-01\|7.79\|10.03\|7.01\|7.79\|6.90\|7048531;2026-07-02\|7.33\|-5.91\|8.00\|8.20\|7.30\|8610636;2026-07-03\|7.67\|4.64\|7.30\|7.70\|7.18\|6478304;2026-07-06\|7.39\|-3.65\|7.60\|7.94\|7.36\|6013053;2026-07-07\|7.00\|-5.28\|7.22\|7.55\|6.90\|5943068;2026-07-08\|6.95\|-0.71\|6.90\|7.18\|6.78\|4274980;2026-07-09\|6.57\|-5.47\|6.82\|7.07\|6.42\|6163963;2026-07-10\|6.64\|1.07\|6.48\|6.84\|6.30\|6535785;2026-07-13\|5.98\|-9.94\|6.40\|6.47\|5.98\|5772377;2026-07-14\|5.88\|-1.67\|5.80\|5.97\|5.62\|4963945;2026-07-15\|5.78\|-1.70\|5.83\|6.02\|5.70\|3986898;2026-07-16\|5.69\|-1.56\|5.70\|5.88\|5.55\|4309591;2026-07-17\|5.80\|1.93\|5.69\|5.98\|5.59\|6545386
109995	我国首个大规模“算电协同”绿电直供项目正式投运	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917
109994	我国首个大规模“算电协同”绿电直供项目正式投运	算电协同+氢能投产+央企储能行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月28日年报，公司“源网荷储算”全产业链闭环落地甘肃庆阳大数据中心，提供算电协同能建方案，控股新能源装机已超1900万千瓦。 2、据2026年4月30日一季报，公司一季度境内氢能业务收入同比增长161.20%，吉林松原绿色氢氨醇一体化示范项目一期投产并入选国家能源局首批试点。 3、据2026年4月30日一季报，公司新型储能、输变电业务收入分别同比增长111.53%、40.25%，累计获取风光新能源指标8200万千瓦。	传统能源电力建设的龙头，拥有电力（含电网、水电、火电、核电等）建筑行业的成套资质，承担新时代我国70%以上百万千瓦级火电机组、90%的特高压工程勘察设计任务	2026-03-10\|3.14\|6.80\|2.98\|3.23\|2.87\|32316159;2026-03-11\|3.45\|9.87\|3.15\|3.45\|3.09\|18925156;2026-03-12\|3.80\|10.14\|3.52\|3.80\|3.50\|47846559;2026-03-13\|3.74\|-1.58\|3.80\|3.94\|3.61\|37981674;2026-03-16\|3.43\|-8.29\|3.68\|3.81\|3.37\|31306093;2026-03-17\|3.31\|-3.50\|3.42\|3.50\|3.24\|21060965;2026-03-18\|3.38\|2.11\|3.31\|3.48\|3.31\|21921059;2026-03-19\|3.36\|-0.59\|3.34\|3.48\|3.30\|16611301;2026-03-20\|3.17\|-5.65\|3.30\|3.40\|3.14\|19943103;2026-03-23\|3.19\|0.63\|3.10\|3.29\|3.09\|19035588;2026-03-24\|3.28\|2.82\|3.25\|3.31\|3.14\|17800329;2026-03-25\|3.34\|1.83\|3.27\|3.45\|3.24\|20843784;2026-03-26\|3.18\|-4.79\|3.32\|3.33\|3.17\|13810253;2026-03-27\|3.10\|-2.52\|3.12\|3.14\|3.07\|9960889;2026-03-30\|3.02\|-2.58\|3.05\|3.06\|2.94\|10999230;2026-03-31\|2.90\|-3.97\|3.02\|3.03\|2.89\|9592735;2026-04-01\|2.92\|0.69\|2.95\|2.98\|2.88\|6864597;2026-04-02\|2.85\|-2.40\|2.91\|2.92\|2.82\|6422533;2026-04-03\|2.82\|-1.05\|2.84\|2.85\|2.78\|6024828;2026-04-07\|2.84\|0.71\|2.82\|2.88\|2.78\|6066555;2026-04-08\|2.93\|3.17\|2.89\|2.93\|2.86\|8330970;2026-04-09\|2.86\|-2.39\|2.90\|2.91\|2.84\|5750470;2026-04-10\|2.85\|-0.35\|2.86\|2.88\|2.83\|5293281;2026-04-13\|2.87\|0.70\|2.82\|2.88\|2.81\|5224354;2026-04-14\|2.86\|-0.35\|2.87\|2.90\|2.83\|4711518;2026-04-15\|2.83\|-1.05\|2.86\|2.88\|2.82\|5906222;2026-04-16\|2.88\|1.77\|2.84\|2.89\|2.82\|7467220;2026-04-17\|2.91\|1.04\|2.87\|2.98\|2.86\|7778783;2026-04-20\|2.94\|1.03\|2.92\|2.96\|2.87\|8516082;2026-04-21\|3.00\|2.04\|2.93\|3.04\|2.88\|12793710;2026-04-22\|2.98\|-0.67\|3.00\|3.01\|2.96\|7298337;2026-04-23\|2.99\|0.34\|2.97\|3.07\|2.94\|9660712;2026-04-24\|2.90\|-3.01\|2.97\|2.99\|2.87\|7514563;2026-04-27\|2.84\|-2.07\|2.87\|2.88\|2.83\|5393570;2026-04-28\|2.78\|-2.11\|2.82\|2.83\|2.78\|5120328;2026-04-29\|2.85\|2.52\|2.79\|2.86\|2.79\|5004257;2026-04-30\|2.83\|-0.70\|2.83\|2.84\|2.80\|4078513;2026-05-06\|2.84\|0.35\|2.83\|2.85\|2.83\|4705088;2026-05-07\|3.12\|9.86\|2.85\|3.12\|2.85\|11232946;2026-05-08\|3.22\|3.21\|3.20\|3.28\|3.15\|23253537;2026-05-11\|3.25\|0.93\|3.23\|3.41\|3.23\|16914382;2026-05-12\|3.32\|2.15\|3.25\|3.39\|3.16\|14728004;2026-05-13\|3.53\|6.33\|3.33\|3.57\|3.29\|18485741;2026-05-14\|3.22\|-8.78\|3.55\|3.58\|3.21\|18831348;2026-05-15\|3.24\|0.62\|3.17\|3.33\|3.16\|10371529;2026-05-18\|3.15\|-2.78\|3.24\|3.25\|3.12\|9045211;2026-05-19\|3.19\|1.27\|3.15\|3.19\|3.07\|6716099;2026-05-20\|3.08\|-3.45\|3.15\|3.16\|3.07\|6808082;2026-05-21\|2.98\|-3.25\|3.10\|3.11\|2.96\|7701444;2026-05-22\|2.99\|0.34\|2.97\|3.02\|2.95\|5305182;2026-05-25\|3.05\|2.01\|3.01\|3.09\|2.99\|5818793;2026-05-26\|2.97\|-2.62\|3.02\|3.03\|2.93\|5900951;2026-05-27\|2.90\|-2.36\|2.95\|2.96\|2.88\|6199892;2026-05-28\|2.90\|0.00\|2.88\|2.95\|2.88\|6028890;2026-05-29\|2.89\|-0.34\|2.90\|2.93\|2.86\|6677648;2026-06-01\|2.91\|0.69\|2.90\|2.92\|2.83\|5493574;2026-06-02\|2.86\|-1.72\|2.90\|2.91\|2.84\|5005170;2026-06-03\|2.85\|-0.35\|2.85\|2.89\|2.83\|5172369;2026-06-04\|2.80\|-1.75\|2.84\|2.85\|2.79\|5008087;2026-06-05\|2.89\|3.21\|2.85\|2.99\|2.85\|9182706;2026-06-08\|2.80\|-3.11\|2.83\|2.86\|2.79\|6336444;2026-06-09\|2.76\|-1.43\|2.81\|2.83\|2.73\|5617081;2026-06-10\|2.65\|-3.99\|2.73\|2.74\|2.62\|5930236;2026-06-11\|2.63\|-0.75\|2.62\|2.65\|2.59\|4264394;2026-06-12\|2.65\|0.76\|2.66\|2.68\|2.60\|4740656;2026-06-15\|2.69\|1.51\|2.66\|2.71\|2.65\|3986198;2026-06-16\|2.68\|-0.37\|2.69\|2.73\|2.66\|3822754;2026-06-17\|2.89\|7.84\|2.68\|2.95\|2.65\|11549348;2026-06-18\|2.76\|-4.50\|2.82\|2.82\|2.73\|7620911;2026-06-22\|2.80\|1.45\|2.71\|2.86\|2.66\|6847190;2026-06-23\|2.71\|-3.21\|2.76\|2.81\|2.71\|4875008;2026-06-24\|2.68\|-1.11\|2.70\|2.73\|2.67\|3582971;2026-06-25\|2.64\|-1.49\|2.67\|2.69\|2.64\|3960176;2026-06-26\|2.65\|0.38\|2.70\|2.75\|2.65\|4364607;2026-06-29\|2.69\|1.51\|2.65\|2.73\|2.62\|4518883;2026-06-30\|2.67\|-0.74\|2.68\|2.68\|2.65\|3103980;2026-07-01\|2.69\|0.75\|2.66\|2.72\|2.64\|4063637;2026-07-02\|2.66\|-1.12\|2.67\|2.70\|2.65\|3474665;2026-07-03\|2.66\|0.00\|2.65\|2.68\|2.65\|2687690;2026-07-06\|2.63\|-1.13\|2.66\|2.67\|2.62\|2971922;2026-07-07\|2.56\|-2.66\|2.62\|2.63\|2.56\|3291096;2026-07-08\|2.51\|-1.95\|2.55\|2.57\|2.51\|2678629;2026-07-09\|2.53\|0.80\|2.50\|2.54\|2.48\|3354606;2026-07-10\|2.55\|0.79\|2.53\|2.58\|2.51\|3101740;2026-07-13\|2.49\|-2.35\|2.53\|2.55\|2.48\|2919676;2026-07-14\|2.52\|1.20\|2.48\|2.53\|2.47\|2729601;2026-07-15\|2.55\|1.19\|2.52\|2.56\|2.51\|3190029;2026-07-16\|2.52\|-1.18\|2.54\|2.57\|2.51\|3212714;2026-07-17\|2.52\|0.00\|2.52\|2.56\|2.51\|3588316
109993		石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-03-10\|6.89\|4.24\|6.66\|7.12\|6.56\|484912;2026-03-11\|7.32\|6.24\|6.89\|7.38\|6.84\|487871;2026-03-12\|7.90\|7.92\|7.46\|7.98\|7.32\|640734;2026-03-13\|7.95\|0.63\|7.71\|8.12\|7.61\|519970;2026-03-16\|7.49\|-5.79\|7.90\|7.94\|7.18\|531600;2026-03-17\|7.29\|-2.67\|7.49\|7.53\|7.21\|329914;2026-03-18\|7.40\|1.51\|7.30\|7.60\|7.08\|278317;2026-03-19\|7.01\|-5.27\|7.30\|7.52\|6.96\|269420;2026-03-20\|6.79\|-3.14\|7.01\|7.07\|6.77\|195153;2026-03-23\|6.26\|-7.81\|6.21\|6.65\|6.14\|331921;2026-03-24\|6.89\|10.06\|6.38\|6.89\|6.30\|290619;2026-03-25\|6.93\|0.58\|6.95\|7.18\|6.80\|258536;2026-03-26\|7.06\|1.88\|6.99\|7.27\|6.88\|315490;2026-03-27\|7.04\|-0.28\|7.05\|7.13\|6.91\|208620;2026-03-30\|6.84\|-2.84\|6.91\|6.95\|6.67\|184911;2026-03-31\|6.63\|-3.07\|6.85\|6.89\|6.60\|131000;2026-04-01\|6.80\|2.56\|6.74\|6.96\|6.69\|132900;2026-04-02\|6.58\|-3.24\|6.80\|6.81\|6.55\|121501;2026-04-03\|6.21\|-5.62\|6.57\|6.60\|6.19\|146394;2026-04-07\|6.83\|9.98\|6.19\|6.83\|6.17\|267326;2026-04-08\|6.85\|0.29\|6.88\|6.99\|6.68\|317073;2026-04-09\|7.27\|6.13\|6.91\|7.44\|6.71\|408920;2026-04-10\|7.25\|-0.28\|7.31\|7.47\|7.20\|247301;2026-04-13\|7.21\|-0.55\|7.24\|7.29\|7.09\|173593;2026-04-14\|7.32\|1.53\|7.44\|7.50\|7.12\|238085;2026-04-15\|7.22\|-1.37\|7.32\|7.55\|7.20\|249295;2026-04-16\|7.22\|0.00\|7.27\|7.27\|7.06\|160229;2026-04-17\|7.37\|2.08\|7.27\|7.50\|7.14\|214034;2026-04-20\|7.51\|1.90\|7.35\|7.58\|7.33\|176669;2026-04-21\|7.26\|-3.33\|7.49\|7.49\|7.08\|239914;2026-04-22\|7.46\|2.75\|7.25\|7.69\|7.13\|221216;2026-04-23\|7.26\|-2.68\|7.51\|7.63\|7.23\|169566;2026-04-24\|7.23\|-0.41\|7.26\|7.36\|7.09\|153969;2026-04-27\|7.29\|0.83\|7.23\|7.47\|7.13\|141413;2026-04-28\|7.32\|0.41\|7.27\|7.56\|7.23\|208328;2026-04-29\|7.61\|3.96\|7.30\|7.68\|7.21\|258450;2026-04-30\|7.89\|3.68\|7.65\|8.26\|7.62\|343780;2026-05-06\|8.59\|8.87\|7.80\|8.68\|7.72\|688199;2026-05-07\|8.48\|-1.28\|8.82\|9.18\|8.30\|1000758;2026-05-08\|8.45\|-0.35\|8.29\|8.80\|8.01\|768863;2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869;2026-07-13\|8.89\|-8.16\|9.61\|9.70\|8.85\|304562;2026-07-14\|8.69\|-2.25\|8.95\|9.18\|8.41\|291755;2026-07-15\|8.46\|-2.65\|8.68\|8.88\|8.40\|204859;2026-07-16\|7.90\|-6.62\|8.51\|8.54\|7.83\|269270;2026-07-17\|7.35\|-6.96\|7.92\|7.96\|7.20\|305203
109992		减肥药+特色原料药+集采中选+业绩预增公司原因： 1、据2026年2月13日公告，全资子公司宁波美诺华天康药业有限公司参加了国家组织集采药品协议期满品种接续采购办公室组织的国家组织集采药品协议期满品种接续采购的投标工作，培哚普利叔丁胺片、硫酸氢氯吡格雷片、恩格列净片等十个品种拟中选本次接续采购。美诺华天康上述拟中选的10个品种2025年前三季度合计销售额为7175万元，占公司2025年前三季度营业收入比例为6.4%，拟中选品种数量占制剂板块品种总数的40%。 2、据2025年10月29日机构调研，JH389减重项目已启动欧美动物模型头对头研究及国内临床，海外工艺转移完成并小批量生产，商业化有序推进。公司开拓电子化工品领域CDMO业务，协助客户研发突破高纯度化学原料，聚焦高壁垒国产替代的化学制品的深入开发。 3、据2025年4月18日年报，公司是国内出口欧洲特色原料药品种最多的企业之一，拥有“医药中间体、原料药、制剂”全产业链，2025年上半年美诺华天康营收同比增109.05%。 4、据2025年1月27日公告，预计2025年归母净利润1.00–1.23亿元，同比增长49.69%–84.11%，主因营业收入增加。	诺和诺德司美格鲁肽在中国的核心化合物专利到期；公司储备了减肥多肽类中间体，正在进行GLP-1的研发和技术的储备	2026-03-10\|23.27\|3.06\|22.68\|23.68\|22.45\|120724;2026-03-11\|23.40\|0.56\|23.23\|23.57\|23.08\|108204;2026-03-12\|23.06\|-1.45\|23.19\|23.45\|22.89\|64001;2026-03-13\|25.37\|10.02\|23.08\|25.37\|22.58\|227271;2026-03-16\|25.13\|-0.95\|25.37\|26.10\|24.67\|315909;2026-03-17\|26.36\|4.89\|25.10\|26.75\|24.55\|336168;2026-03-18\|26.36\|0.00\|26.13\|26.90\|25.41\|278023;2026-03-19\|25.31\|-3.98\|25.80\|25.97\|24.00\|202660;2026-03-20\|27.84\|10.00\|26.88\|27.84\|26.01\|307429;2026-03-23\|26.76\|-3.88\|27.92\|29.45\|26.46\|463847;2026-03-24\|29.44\|10.01\|27.70\|29.44\|27.34\|189040;2026-03-25\|32.38\|9.99\|31.56\|32.38\|31.10\|291691;2026-03-26\|35.62\|10.01\|33.67\|35.62\|33.67\|287843;2026-03-27\|39.18\|9.99\|37.94\|39.18\|37.17\|212182;2026-03-30\|43.10\|10.01\|43.10\|43.10\|42.40\|89063;2026-03-31\|40.90\|-5.10\|43.97\|43.99\|39.02\|858450;2026-04-01\|39.79\|-2.71\|40.90\|41.72\|36.81\|875325;2026-04-02\|42.32\|6.36\|38.51\|43.77\|37.72\|947049;2026-04-03\|40.00\|-5.48\|40.20\|44.43\|40.00\|896797;2026-04-07\|39.31\|-1.73\|40.80\|42.77\|38.13\|656666;2026-04-08\|43.24\|10.00\|43.24\|43.24\|43.24\|168674;2026-04-09\|45.50\|5.23\|46.50\|47.56\|39.97\|992019;2026-04-10\|49.59\|8.99\|47.46\|50.05\|44.51\|905061;2026-04-13\|48.07\|-3.07\|49.50\|50.20\|46.77\|694795;2026-04-14\|50.96\|6.01\|48.07\|51.79\|46.80\|642920;2026-04-15\|55.50\|8.91\|50.91\|56.06\|50.18\|699440;2026-04-16\|56.00\|0.90\|55.50\|57.29\|54.21\|657203;2026-04-17\|52.50\|-6.25\|56.00\|56.19\|52.30\|589756;2026-04-20\|51.41\|-2.08\|53.34\|53.51\|50.75\|488199;2026-04-21\|52.53\|2.18\|51.28\|54.23\|50.50\|553560;2026-04-22\|50.50\|-3.86\|51.50\|54.00\|48.69\|573053;2026-04-23\|55.55\|10.00\|50.91\|55.55\|49.88\|624543;2026-04-24\|57.58\|3.65\|55.00\|59.40\|54.10\|593760;2026-04-27\|56.40\|-2.05\|56.50\|59.38\|54.80\|541288;2026-04-28\|60.12\|6.60\|56.00\|61.50\|55.41\|572294;2026-04-29\|65.30\|8.62\|61.26\|65.30\|59.85\|621092;2026-04-30\|62.46\|-4.35\|62.99\|63.45\|59.14\|594098;2026-05-06\|68.50\|9.67\|64.65\|68.71\|62.66\|561796;2026-05-07\|61.65\|-10.00\|69.00\|70.39\|61.65\|755961;2026-05-08\|63.70\|3.33\|61.00\|64.35\|57.00\|629242;2026-05-11\|57.33\|-10.00\|62.00\|63.50\|57.33\|623011;2026-05-12\|54.01\|-5.79\|56.02\|56.50\|52.11\|605760;2026-05-13\|56.00\|3.68\|54.15\|57.15\|53.57\|468010;2026-05-14\|52.63\|-6.02\|55.03\|57.00\|52.63\|437610;2026-05-15\|50.80\|-3.48\|51.00\|53.01\|49.52\|366289;2026-05-18\|50.13\|-1.32\|51.01\|52.31\|49.80\|294399;2026-05-19\|50.78\|1.30\|50.19\|52.23\|49.31\|327302;2026-05-20\|53.02\|4.41\|50.53\|53.54\|50.03\|368640;2026-05-21\|53.15\|0.25\|52.29\|54.81\|52.20\|436330;2026-05-22\|50.44\|-5.10\|52.44\|53.49\|49.50\|374205;2026-05-25\|46.00\|-8.80\|49.18\|49.18\|45.40\|471977;2026-05-26\|42.24\|-8.17\|45.00\|45.40\|42.00\|436726;2026-05-27\|46.46\|9.99\|43.43\|46.46\|43.43\|316929;2026-05-28\|45.50\|-2.07\|47.00\|47.60\|44.71\|319239;2026-05-29\|45.08\|-0.92\|45.93\|47.80\|44.50\|285534;2026-06-01\|46.59\|3.35\|43.52\|47.47\|43.52\|294374;2026-06-02\|44.05\|-5.45\|46.42\|47.90\|44.03\|292504;2026-06-03\|43.27\|-1.77\|42.68\|44.66\|41.95\|276362;2026-06-04\|42.22\|-2.43\|43.01\|44.20\|41.97\|197488;2026-06-05\|39.66\|-6.06\|44.02\|44.60\|39.44\|282001;2026-06-08\|38.84\|-2.07\|39.01\|40.79\|37.85\|243164;2026-06-09\|39.60\|1.96\|39.07\|39.70\|38.02\|189097;2026-06-10\|38.50\|-2.78\|38.71\|39.58\|38.19\|163498;2026-06-11\|36.99\|-3.92\|38.50\|38.80\|36.87\|215109;2026-06-12\|38.40\|3.81\|37.73\|39.06\|37.04\|194340;2026-06-15\|39.02\|1.61\|38.00\|39.04\|37.66\|163022;2026-06-16\|38.02\|-2.56\|39.00\|39.20\|37.39\|149034;2026-06-17\|37.80\|-0.58\|37.79\|38.28\|37.43\|133051;2026-06-18\|37.92\|0.32\|37.56\|38.53\|37.01\|172595;2026-06-22\|37.28\|-1.69\|37.03\|37.50\|35.92\|200777;2026-06-23\|37.63\|0.94\|37.28\|39.47\|37.28\|258813;2026-06-24\|35.50\|-5.66\|36.56\|37.44\|35.50\|238898;2026-06-25\|34.22\|-3.61\|35.52\|35.78\|34.00\|215204;2026-06-26\|32.08\|-6.25\|34.00\|34.32\|32.05\|172305;2026-06-29\|34.26\|6.80\|33.00\|35.20\|31.64\|310023;2026-06-30\|32.55\|-4.99\|33.58\|33.85\|32.41\|209753;2026-07-01\|35.81\|10.02\|32.60\|35.81\|32.45\|144587;2026-07-02\|39.39\|10.00\|38.25\|39.39\|37.88\|99274;2026-07-03\|38.81\|-1.47\|42.69\|42.70\|37.21\|739766;2026-07-06\|41.58\|7.14\|37.61\|42.69\|37.61\|719400;2026-07-07\|43.70\|5.10\|42.70\|45.74\|42.70\|799850;2026-07-08\|39.33\|-10.00\|43.53\|43.69\|39.33\|537776;2026-07-09\|28.07\|0.32\|26.21\|29.79\|25.23\|788617;2026-07-10\|30.88\|10.01\|27.80\|30.88\|27.31\|715335;2026-07-13\|33.00\|6.87\|31.00\|33.00\|29.86\|1015253;2026-07-14\|35.45\|7.42\|31.20\|35.90\|29.80\|1060552;2026-07-15\|39.00\|10.01\|34.05\|39.00\|34.05\|1025246;2026-07-16\|38.35\|-1.67\|37.80\|42.79\|37.50\|1180776;2026-07-17\|34.52\|-9.99\|37.00\|37.88\|34.52\|456941
109991		阿尔茨海默+创新药+临近获批行业原因：受中东局势紧张影响，国际油价继续上涨，突破110美元每桶，油价上涨推升化工品价格。公司原因： 1、据2026年4月2日互动易，公司1.1类新药琥珀八氢氨吖啶片已完成综合审评，药审中心正按程序开展最终审批，处于获批前最后阶段。 2、据2025年12月15日机构调研，公司已建成GMP标准专用车间，设计产能可迅速满足国内轻中度阿尔茨海默病患者需求，商业化队伍及营销模式已就绪。 3、据2025年8月21日半年报，公司化学制药业务涵盖神经系统等多领域，2025H1营收6.50亿元，归母净利1680万元，扣非净利同比增125%。	公司自主研发治疗轻、中度阿尔茨海默病的琥珀八氢氨吖啶片，为国家1.1类新药	2026-03-10\|21.50\|1.08\|21.40\|21.62\|21.15\|146331;2026-03-11\|21.21\|-1.35\|21.46\|21.63\|21.08\|150426;2026-03-12\|21.20\|-0.05\|21.15\|21.32\|20.92\|101948;2026-03-13\|21.03\|-0.80\|21.16\|21.29\|20.95\|97471;2026-03-16\|21.12\|0.43\|21.10\|21.47\|20.99\|126936;2026-03-17\|20.99\|-0.62\|21.13\|21.20\|20.90\|131982;2026-03-18\|21.21\|1.05\|21.02\|21.37\|20.72\|193729;2026-03-19\|20.35\|-4.05\|21.20\|21.25\|20.15\|185439;2026-03-20\|19.72\|-3.10\|20.35\|20.51\|19.72\|130974;2026-03-23\|18.46\|-6.39\|19.53\|19.53\|18.29\|239465;2026-03-24\|18.97\|2.76\|19.01\|19.20\|18.56\|183977;2026-03-25\|19.34\|1.95\|19.12\|19.58\|19.11\|140894;2026-03-26\|19.24\|-0.52\|19.35\|19.56\|19.10\|118886;2026-03-27\|19.80\|2.91\|19.00\|20.10\|18.88\|252199;2026-03-30\|19.57\|-1.16\|19.71\|19.92\|19.48\|153561;2026-03-31\|19.36\|-1.07\|19.50\|19.64\|19.36\|123328;2026-04-01\|19.83\|2.43\|19.62\|20.01\|19.31\|197390;2026-04-02\|19.77\|-0.30\|19.87\|20.16\|19.63\|191216;2026-04-03\|19.11\|-3.34\|19.64\|19.83\|19.07\|135184;2026-04-07\|21.02\|9.99\|19.50\|21.02\|19.41\|277130;2026-04-08\|21.51\|2.33\|22.07\|22.25\|21.30\|396223;2026-04-09\|21.07\|-2.05\|21.20\|21.68\|21.06\|200985;2026-04-10\|21.05\|-0.09\|21.27\|21.51\|21.05\|151316;2026-04-13\|22.63\|7.51\|21.41\|23.08\|21.31\|364211;2026-04-14\|22.22\|-1.81\|22.58\|22.62\|22.00\|207942;2026-04-15\|22.51\|1.31\|22.53\|22.70\|22.10\|186685;2026-04-16\|22.93\|1.87\|22.68\|23.27\|22.65\|199271;2026-04-17\|23.65\|3.14\|22.71\|23.80\|22.71\|227879;2026-04-20\|23.77\|0.51\|23.56\|24.08\|23.38\|196555;2026-04-21\|23.45\|-1.35\|23.73\|23.83\|23.45\|120978;2026-04-22\|23.73\|1.19\|23.20\|23.80\|22.90\|152478;2026-04-23\|22.96\|-3.24\|23.64\|23.69\|22.81\|173187;2026-04-24\|23.00\|0.17\|22.97\|23.19\|22.68\|96063;2026-04-27\|23.16\|0.70\|22.90\|23.32\|22.48\|152468;2026-04-28\|23.27\|0.47\|23.65\|23.82\|22.90\|151326;2026-04-29\|23.92\|2.79\|23.28\|24.19\|23.00\|167975;2026-04-30\|24.67\|3.14\|23.93\|24.74\|23.72\|229340;2026-05-06\|25.40\|2.96\|26.84\|27.14\|25.30\|570262;2026-05-07\|25.75\|1.38\|25.40\|26.41\|23.45\|574346;2026-05-08\|24.95\|-3.11\|25.68\|25.72\|24.55\|311830;2026-05-11\|23.63\|-5.29\|24.95\|25.06\|23.41\|368759;2026-05-12\|23.15\|-2.03\|23.54\|23.89\|23.07\|176755;2026-05-13\|24.10\|4.10\|23.16\|24.28\|22.93\|211495;2026-05-14\|23.28\|-3.40\|24.00\|24.10\|23.26\|130119;2026-05-15\|22.84\|-1.89\|23.18\|23.32\|22.50\|129308;2026-05-18\|22.66\|-0.79\|22.78\|23.07\|22.30\|104525;2026-05-19\|23.32\|2.91\|22.67\|23.46\|22.59\|120197;2026-05-20\|23.06\|-1.11\|23.33\|23.56\|22.90\|97577;2026-05-21\|23.07\|0.04\|22.97\|23.20\|22.71\|129078;2026-05-22\|23.06\|-0.04\|22.90\|23.15\|22.37\|100554;2026-05-25\|23.58\|2.25\|23.38\|24.10\|23.20\|193682;2026-05-26\|23.57\|-0.04\|23.55\|23.58\|23.10\|125625;2026-05-27\|23.05\|-2.21\|23.42\|23.45\|22.85\|112357;2026-05-28\|23.19\|0.61\|22.80\|23.43\|22.66\|110189;2026-05-29\|23.17\|-0.09\|23.06\|23.18\|22.70\|126771;2026-06-01\|23.73\|2.42\|22.95\|23.90\|22.94\|173408;2026-06-02\|24.13\|1.69\|23.73\|24.29\|23.55\|209355;2026-06-03\|23.45\|-2.82\|24.03\|24.13\|23.18\|159563;2026-06-04\|24.70\|5.33\|23.23\|25.80\|23.03\|317568;2026-06-05\|24.70\|0.00\|24.69\|25.09\|24.31\|190073;2026-06-08\|24.91\|0.85\|24.46\|24.95\|24.31\|188762;2026-06-09\|25.16\|1.00\|24.76\|25.37\|24.24\|184914;2026-06-10\|25.28\|0.48\|25.03\|25.38\|24.88\|143446;2026-06-11\|25.29\|0.04\|25.28\|25.40\|24.70\|155095;2026-06-12\|25.29\|0.00\|25.29\|25.37\|25.00\|155788;2026-06-15\|25.11\|-0.71\|25.25\|25.51\|24.88\|135988;2026-06-16\|24.52\|-2.35\|24.87\|24.99\|24.00\|189808;2026-06-17\|24.51\|-0.04\|24.19\|24.98\|24.05\|157161;2026-06-18\|24.41\|-0.41\|24.35\|24.61\|24.10\|152697;2026-06-22\|23.83\|-2.38\|24.30\|24.47\|23.50\|166776;2026-06-23\|24.21\|1.59\|23.79\|24.43\|23.54\|146595;2026-06-24\|24.19\|-0.08\|24.25\|24.60\|23.99\|166934;2026-06-25\|26.61\|10.00\|24.25\|26.61\|23.48\|597935;2026-06-26\|23.95\|-10.00\|27.18\|27.73\|23.95\|518554;2026-06-29\|21.56\|-9.98\|21.56\|22.10\|21.56\|347161;2026-06-30\|19.40\|-10.02\|20.11\|20.48\|19.40\|194988;2026-07-01\|18.94\|-2.37\|18.31\|19.88\|18.31\|474369;2026-07-02\|18.27\|-3.54\|18.77\|19.00\|18.13\|297919;2026-07-03\|17.55\|-3.94\|18.35\|18.56\|16.44\|472430;2026-07-06\|17.32\|-1.31\|17.30\|18.64\|17.05\|327185;2026-07-07\|17.11\|-1.21\|17.08\|17.49\|16.51\|263844;2026-07-08\|15.76\|-7.89\|17.00\|17.11\|15.72\|392187;2026-07-09\|15.47\|-1.84\|15.56\|15.88\|15.03\|389856;2026-07-10\|16.50\|6.66\|15.35\|16.85\|14.94\|467635;2026-07-13\|15.70\|-4.85\|16.47\|16.70\|15.61\|326108;2026-07-14\|16.84\|7.26\|15.71\|16.99\|15.55\|347559;2026-07-15\|17.15\|1.84\|16.85\|17.45\|16.69\|366976;2026-07-16\|17.51\|2.10\|17.16\|17.75\|16.72\|348777;2026-07-17\|16.75\|-4.34\|17.32\|17.81\|16.73\|338913
109990		数字人民币+数据安全+移动支付 1、据2026年4月27日年报，央行数字人民币制度升级完成，运营机构扩至22家，公司作为首批参与央行数字货币研究所“数字人民币试点”的金融科技企业，已建立发行终端、受理终端、数币硬件钱包等全系列产品及解决方案。 2、据2026年4月27日年报，公司中标建设银行、交通银行多个数字人民币场景建设项目，2025年发布支持数字人民币支付的码牌、云音箱并实现量产交付。 3、据2026年4月27日年报，公司是国内数据安全领域领军企业，为银行、通信、政府、交通等提供数据安全、身份认证、智能模组、平台服务、大数据及区块链技术解决方案，是四大运营商及各大商业银行相关产品主要供应商。	1、首批参与中国人民银行数字货币研究所“数字人民币试点”工作的金融科技公司之一； 2、公司重点攻关量子加密在金融场景的抗量子计算破译能力，为移动支付、跨境结算提供 “三位一体” 安全解决方案，量子加密模组获东南亚多国央行订单	2026-03-10\|17.59\|0.86\|17.62\|17.78\|17.33\|222266;2026-03-11\|17.67\|0.45\|17.59\|17.96\|17.58\|266264;2026-03-12\|18.21\|3.06\|17.60\|18.28\|17.56\|529644;2026-03-13\|17.28\|-5.11\|17.92\|17.96\|17.19\|446562;2026-03-16\|17.61\|1.91\|17.32\|17.97\|17.32\|348346;2026-03-17\|17.06\|-3.12\|17.36\|17.44\|17.00\|300668;2026-03-18\|16.79\|-1.58\|17.01\|17.06\|16.54\|237831;2026-03-19\|16.70\|-0.54\|16.42\|16.98\|16.40\|232904;2026-03-20\|16.00\|-4.19\|16.94\|16.96\|16.00\|263516;2026-03-23\|15.03\|-6.06\|15.49\|15.65\|14.92\|287354;2026-03-24\|15.52\|3.26\|15.28\|15.57\|15.03\|263947;2026-03-25\|15.79\|1.74\|15.60\|15.85\|15.58\|182280;2026-03-26\|15.50\|-1.84\|15.74\|15.85\|15.41\|142695;2026-03-27\|15.77\|1.74\|15.31\|15.84\|15.19\|147203;2026-03-30\|15.71\|-0.38\|15.50\|15.75\|15.43\|126453;2026-03-31\|15.41\|-1.91\|15.71\|15.82\|15.39\|139011;2026-04-01\|15.57\|1.04\|15.71\|15.77\|15.47\|120230;2026-04-02\|15.28\|-1.86\|15.49\|15.56\|15.19\|126783;2026-04-03\|15.13\|-0.98\|15.75\|16.00\|15.11\|268346;2026-04-07\|15.35\|1.45\|15.02\|15.58\|15.02\|267608;2026-04-08\|15.81\|3.00\|15.56\|15.87\|15.48\|305746;2026-04-09\|15.39\|-2.66\|15.62\|15.72\|15.34\|200765;2026-04-10\|16.30\|5.91\|15.45\|16.93\|15.37\|735867;2026-04-13\|15.72\|-3.56\|15.88\|15.96\|15.57\|472157;2026-04-14\|15.49\|-1.46\|15.84\|15.89\|15.35\|308675;2026-04-15\|15.24\|-1.61\|15.60\|15.62\|15.19\|239623;2026-04-16\|15.30\|0.39\|15.29\|15.39\|15.18\|185868;2026-04-17\|15.20\|-0.65\|15.29\|15.35\|15.03\|197147;2026-04-20\|15.19\|-0.07\|15.16\|15.25\|15.12\|164001;2026-04-21\|14.86\|-2.17\|15.17\|15.19\|14.80\|251803;2026-04-22\|14.86\|0.00\|14.80\|14.90\|14.62\|159004;2026-04-23\|14.45\|-2.76\|14.83\|14.87\|14.40\|228942;2026-04-24\|14.45\|0.00\|14.35\|14.84\|14.30\|173842;2026-04-27\|14.41\|-0.28\|14.16\|14.66\|13.55\|369966;2026-04-28\|13.98\|-2.98\|14.20\|14.25\|13.91\|172852;2026-04-29\|14.21\|1.65\|13.90\|14.30\|13.86\|151678;2026-04-30\|14.23\|0.14\|14.22\|14.42\|14.12\|135838;2026-05-06\|15.20\|6.82\|14.40\|15.65\|14.38\|890829;2026-05-07\|14.78\|-2.76\|15.20\|15.25\|14.76\|586911;2026-05-08\|14.88\|0.68\|14.70\|14.98\|14.65\|239235;2026-05-11\|14.79\|-0.60\|14.91\|15.04\|14.68\|226064;2026-05-12\|14.41\|-2.57\|14.79\|14.79\|14.37\|207687;2026-05-13\|14.33\|-0.56\|14.38\|14.41\|14.20\|184878;2026-05-14\|13.88\|-3.14\|14.40\|14.41\|13.88\|210283;2026-05-15\|13.59\|-2.09\|13.88\|13.94\|13.54\|225386;2026-05-18\|13.68\|0.66\|13.48\|13.80\|13.35\|173703;2026-05-19\|13.75\|0.51\|13.55\|13.75\|13.51\|148828;2026-05-20\|13.79\|0.29\|13.68\|13.89\|13.53\|182864;2026-05-21\|13.25\|-3.92\|13.80\|13.90\|13.23\|210268;2026-05-22\|13.17\|-0.60\|13.49\|13.53\|13.06\|163959;2026-05-25\|12.91\|-1.97\|13.32\|13.93\|12.82\|434297;2026-05-26\|12.95\|0.31\|12.93\|13.24\|12.65\|245645;2026-05-27\|12.46\|-3.78\|12.83\|12.96\|12.33\|237635;2026-05-28\|12.44\|-0.16\|12.42\|12.52\|12.04\|237446;2026-05-29\|11.97\|-3.78\|12.42\|12.48\|11.93\|212944;2026-06-01\|12.19\|1.84\|11.90\|12.49\|11.89\|295000;2026-06-02\|11.82\|-3.04\|12.17\|12.26\|11.68\|219428;2026-06-03\|11.82\|0.00\|11.86\|12.14\|11.72\|199251;2026-06-04\|11.77\|-0.42\|11.71\|12.04\|11.65\|160011;2026-06-05\|11.83\|0.51\|11.76\|12.02\|11.67\|221186;2026-06-08\|11.33\|-4.23\|11.57\|11.88\|11.12\|220595;2026-06-09\|11.33\|0.00\|11.41\|11.45\|11.12\|219998;2026-06-10\|11.34\|0.09\|11.22\|11.52\|11.18\|219611;2026-06-11\|11.14\|-1.76\|11.23\|11.32\|10.95\|212224;2026-06-12\|11.36\|1.97\|11.36\|11.52\|11.12\|239697;2026-06-15\|11.58\|1.94\|11.44\|11.71\|11.34\|198911;2026-06-16\|11.63\|0.43\|11.51\|11.72\|11.40\|171133;2026-06-17\|11.34\|-2.49\|11.74\|11.74\|11.26\|300322;2026-06-18\|11.11\|-2.03\|11.33\|11.37\|11.10\|206691;2026-06-22\|11.46\|3.15\|11.04\|11.50\|10.88\|324532;2026-06-23\|11.27\|-1.66\|11.55\|11.98\|11.20\|295495;2026-06-24\|10.76\|-4.53\|11.27\|11.35\|10.63\|281566;2026-06-25\|10.65\|-1.02\|10.68\|10.82\|10.46\|227624;2026-06-26\|10.30\|-3.29\|10.56\|10.73\|10.29\|239834;2026-06-29\|10.13\|-1.65\|10.30\|10.32\|10.00\|231313;2026-06-30\|10.31\|1.78\|10.19\|10.41\|10.05\|205353;2026-07-01\|10.70\|3.78\|10.35\|10.93\|10.20\|312571;2026-07-02\|10.39\|-2.90\|10.64\|10.79\|10.33\|222753;2026-07-03\|10.28\|-1.06\|10.50\|10.55\|10.23\|171975;2026-07-06\|10.14\|-1.36\|10.28\|10.91\|10.13\|380209;2026-07-07\|9.79\|-3.45\|10.39\|10.46\|9.68\|269986;2026-07-08\|10.43\|6.54\|9.88\|10.77\|9.70\|866839;2026-07-09\|9.66\|-7.38\|10.38\|10.38\|9.40\|776371;2026-07-10\|10.06\|4.14\|9.66\|10.48\|9.49\|674931;2026-07-13\|9.50\|-5.57\|10.07\|10.27\|9.50\|373770;2026-07-14\|9.52\|0.21\|9.51\|9.59\|9.23\|271739;2026-07-15\|9.52\|0.00\|9.43\|9.82\|9.41\|258800;2026-07-16\|9.57\|0.53\|9.44\|9.77\|9.26\|257470;2026-07-17\|9.09\|-5.02\|9.49\|9.67\|9.01\|315644
109989		算力+家具智造行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	公司开发了小鹭AIGC智能助手	2026-03-10\|22.32\|1.50\|22.37\|22.98\|21.77\|268613;2026-03-11\|22.20\|-0.54\|22.35\|22.74\|22.08\|178165;2026-03-12\|21.72\|-2.16\|21.95\|22.19\|21.62\|142365;2026-03-13\|20.98\|-3.41\|21.54\|21.80\|20.95\|135119;2026-03-16\|21.08\|0.48\|20.89\|21.10\|20.39\|107638;2026-03-17\|20.46\|-2.94\|21.20\|21.38\|20.43\|81988;2026-03-18\|21.73\|6.21\|20.68\|21.87\|20.52\|181470;2026-03-19\|21.35\|-1.75\|21.25\|21.84\|21.23\|126600;2026-03-20\|20.28\|-5.01\|21.37\|21.56\|20.28\|130647;2026-03-23\|19.15\|-5.57\|19.72\|20.26\|19.01\|140047;2026-03-24\|19.79\|3.34\|19.55\|19.85\|19.11\|114412;2026-03-25\|20.64\|4.30\|19.91\|20.86\|19.88\|117398;2026-03-26\|19.91\|-3.54\|20.50\|20.65\|19.86\|89226;2026-03-27\|20.08\|0.85\|19.78\|20.34\|19.50\|72708;2026-03-30\|20.27\|0.95\|19.82\|20.46\|19.52\|91810;2026-03-31\|19.98\|-1.43\|20.10\|20.56\|19.93\|71879;2026-04-01\|20.58\|3.00\|20.40\|20.68\|20.18\|92284;2026-04-02\|19.44\|-5.54\|20.46\|20.46\|19.25\|143128;2026-04-03\|19.14\|-1.54\|19.57\|19.66\|19.04\|75890;2026-04-07\|19.12\|-0.10\|19.29\|19.42\|18.98\|63834;2026-04-08\|20.68\|8.16\|19.57\|20.72\|19.56\|164316;2026-04-09\|20.24\|-2.13\|20.30\|20.50\|20.10\|85588;2026-04-10\|20.39\|0.74\|20.39\|20.68\|20.29\|79680;2026-04-13\|20.46\|0.34\|20.16\|20.65\|20.16\|67432;2026-04-14\|20.91\|2.20\|20.79\|21.01\|20.55\|128241;2026-04-15\|20.72\|-0.91\|20.97\|21.02\|20.63\|95628;2026-04-16\|22.79\|9.99\|20.88\|22.79\|20.77\|291035;2026-04-17\|22.36\|-1.89\|22.79\|23.17\|22.21\|387452;2026-04-20\|22.65\|1.30\|22.38\|22.78\|22.12\|234027;2026-04-21\|22.18\|-2.08\|22.31\|22.45\|21.90\|159447;2026-04-22\|22.40\|0.99\|22.04\|22.44\|21.78\|158513;2026-04-23\|22.38\|-0.09\|22.41\|22.74\|22.22\|223585;2026-04-24\|22.51\|0.58\|22.40\|22.73\|21.47\|244657;2026-04-27\|23.46\|4.22\|22.40\|23.46\|21.66\|390797;2026-04-28\|22.46\|-4.26\|23.23\|23.23\|22.20\|290304;2026-04-29\|22.77\|1.38\|22.01\|23.20\|21.78\|279171;2026-04-30\|23.16\|1.71\|22.94\|24.25\|22.89\|326043;2026-05-06\|25.31\|9.28\|23.62\|25.48\|23.62\|673828;2026-05-07\|27.84\|10.00\|25.63\|27.84\|25.31\|500865;2026-05-08\|29.02\|4.24\|28.28\|29.87\|27.59\|757666;2026-05-11\|31.29\|7.82\|29.14\|31.81\|29.06\|518352;2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.70\|0.24\|16.67\|17.14\|16.57\|102777;2026-07-16\|16.69\|-0.06\|16.60\|17.11\|16.37\|108385;2026-07-17\|15.36\|-7.97\|16.50\|16.77\|15.15\|156869
109988		运力扩张+干散货航运+海峡两岸 1、据2026年4月23日公告，全资子公司拟投12亿元建造4艘6.2万吨级多用途重吊船，百船计划2028-2029年自有运力目标100艘。 2、据2026年3月20日年报，公司注册地福建平潭综合实验区系海峡两岸“三通”枢纽，依托政策红利持续扩充运力。 3、据2026年4月17日一季报，公司一季度营收13.43亿元、同比增长66.69%，归母净利润2.10亿元、同比增长211.06%，运力规模国内干散货航运前列。	公司地处福建福州，主要从事国内沿海以及国际远洋的干散货运输业务，公司运营的航线遍布30余个国家和地区的200余个港口，为客户提供矿石、煤炭、化肥等多种货物的海上运输	2026-03-10\|13.60\|-1.02\|13.87\|14.12\|13.51\|123281;2026-03-11\|13.55\|-0.37\|13.60\|13.65\|13.43\|83056;2026-03-12\|13.93\|2.80\|13.49\|14.02\|13.28\|140100;2026-03-13\|14.07\|1.00\|13.80\|14.39\|13.65\|127365;2026-03-16\|14.33\|1.85\|13.94\|14.41\|13.91\|103810;2026-03-17\|13.60\|-5.09\|14.30\|14.53\|13.59\|121354;2026-03-18\|13.27\|-2.43\|13.49\|13.66\|13.11\|130678;2026-03-19\|12.68\|-4.45\|13.21\|13.30\|12.52\|153408;2026-03-20\|12.59\|-0.71\|13.58\|13.82\|12.54\|299056;2026-03-23\|12.76\|1.35\|12.61\|13.57\|12.50\|357595;2026-03-24\|13.14\|2.98\|13.02\|13.30\|12.88\|231198;2026-03-25\|13.07\|-0.53\|13.01\|13.18\|12.94\|131178;2026-03-26\|13.16\|0.69\|13.02\|13.27\|12.94\|136011;2026-03-27\|13.31\|1.14\|13.01\|13.48\|13.01\|96122;2026-03-30\|13.60\|2.18\|13.18\|13.65\|13.08\|117188;2026-03-31\|13.21\|-2.87\|13.58\|13.73\|13.20\|96253;2026-04-01\|13.40\|1.44\|13.39\|13.71\|13.30\|78935;2026-04-02\|13.71\|2.31\|13.30\|13.80\|13.21\|128917;2026-04-03\|14.00\|2.12\|13.69\|14.05\|13.48\|163192;2026-04-07\|14.08\|0.57\|14.05\|14.25\|13.68\|127084;2026-04-08\|14.30\|1.56\|14.17\|14.39\|14.09\|131421;2026-04-09\|14.64\|2.38\|14.33\|14.98\|14.33\|196653;2026-04-10\|14.04\|-4.10\|14.45\|14.53\|13.87\|173800;2026-04-13\|14.00\|-0.28\|14.29\|14.38\|13.81\|137479;2026-04-14\|13.86\|-1.00\|14.10\|14.10\|13.61\|109424;2026-04-15\|14.22\|2.60\|13.86\|14.32\|13.76\|127288;2026-04-16\|14.18\|-0.28\|14.03\|14.28\|13.70\|142655;2026-04-17\|14.31\|0.92\|15.00\|15.10\|14.25\|430449;2026-04-20\|14.05\|-1.82\|14.41\|14.50\|13.90\|282592;2026-04-21\|14.55\|3.56\|14.00\|14.78\|13.85\|308856;2026-04-22\|14.59\|0.27\|14.47\|14.70\|14.35\|217311;2026-04-23\|14.15\|-3.02\|14.41\|14.55\|14.04\|151072;2026-04-24\|14.56\|2.90\|14.06\|14.63\|14.05\|200587;2026-04-27\|14.67\|0.76\|14.55\|14.75\|14.22\|190377;2026-04-28\|14.38\|-1.98\|14.60\|14.84\|14.21\|131945;2026-04-29\|15.17\|5.49\|14.22\|15.26\|14.22\|248349;2026-04-30\|14.87\|-1.98\|15.00\|15.05\|14.80\|168971;2026-05-06\|16.36\|10.02\|15.05\|16.36\|15.02\|187844;2026-05-07\|17.00\|3.91\|16.36\|17.15\|16.20\|391921;2026-05-08\|18.11\|6.53\|17.10\|18.20\|17.10\|363406;2026-05-11\|18.25\|0.77\|17.80\|18.42\|17.43\|300256;2026-05-12\|18.42\|0.93\|18.11\|19.09\|18.02\|215640;2026-05-13\|18.65\|1.25\|18.42\|18.87\|18.11\|150057;2026-05-14\|19.18\|2.84\|18.68\|19.54\|18.68\|214066;2026-05-15\|18.65\|-2.76\|19.15\|19.68\|18.01\|221666;2026-05-18\|19.26\|3.27\|18.60\|19.74\|18.42\|182242;2026-05-19\|18.93\|-1.71\|19.12\|19.64\|18.58\|140500;2026-05-20\|12.72\|-0.31\|12.81\|13.07\|12.52\|192511;2026-05-21\|12.16\|-4.40\|12.50\|12.90\|12.07\|281061;2026-05-22\|12.13\|-0.25\|12.30\|12.30\|11.88\|236583;2026-05-25\|11.82\|-2.56\|12.22\|12.27\|11.79\|156019;2026-05-26\|11.90\|0.68\|11.77\|12.00\|11.60\|158261;2026-05-27\|11.88\|-0.17\|11.80\|12.17\|11.64\|125836;2026-05-28\|11.41\|-3.96\|11.75\|11.80\|11.15\|203973;2026-05-29\|11.63\|1.93\|11.68\|11.98\|11.22\|172017;2026-06-01\|11.51\|-1.03\|11.63\|12.08\|11.41\|148472;2026-06-02\|11.32\|-1.65\|11.42\|11.55\|11.19\|109648;2026-06-03\|11.15\|-1.50\|11.23\|11.45\|11.09\|142800;2026-06-04\|10.96\|-1.70\|11.11\|11.26\|10.89\|101989;2026-06-05\|10.84\|-1.09\|10.93\|11.05\|10.72\|121839;2026-06-08\|10.00\|-7.75\|10.70\|10.75\|9.87\|247290;2026-06-09\|9.94\|-0.60\|9.60\|10.10\|9.38\|352045;2026-06-10\|10.04\|1.01\|9.80\|10.35\|9.76\|197017;2026-06-11\|9.81\|-2.29\|10.00\|10.10\|9.65\|152748;2026-06-12\|9.80\|-0.10\|9.90\|10.01\|9.66\|127393;2026-06-15\|10.30\|5.10\|10.18\|10.63\|10.02\|292840;2026-06-16\|9.95\|-3.40\|10.30\|10.33\|9.88\|264310;2026-06-17\|9.73\|-2.21\|9.95\|10.00\|9.59\|160380;2026-06-18\|9.53\|-2.06\|9.64\|9.73\|9.51\|128205;2026-06-22\|9.56\|0.31\|9.54\|9.56\|9.18\|176505;2026-06-23\|9.51\|-0.52\|9.58\|9.72\|9.38\|128720;2026-06-24\|9.63\|1.26\|9.61\|9.87\|9.50\|190351;2026-06-25\|9.22\|-4.26\|9.55\|9.55\|9.18\|156776;2026-06-26\|9.15\|-0.76\|9.65\|9.68\|8.88\|345037;2026-06-29\|9.05\|-1.09\|9.07\|9.18\|8.69\|215345;2026-06-30\|8.97\|-0.88\|8.94\|9.12\|8.82\|176576;2026-07-01\|9.24\|3.01\|8.90\|9.44\|8.85\|194209;2026-07-02\|9.43\|2.06\|9.34\|9.65\|9.20\|209976;2026-07-03\|9.63\|2.12\|9.43\|9.67\|9.35\|194058;2026-07-06\|9.89\|2.70\|9.70\|10.10\|9.52\|273571;2026-07-07\|9.64\|-2.53\|9.82\|9.90\|9.40\|214102;2026-07-08\|9.18\|-4.77\|9.68\|10.00\|9.02\|656657;2026-07-09\|9.20\|0.22\|9.00\|9.54\|8.73\|494574;2026-07-10\|10.12\|10.00\|9.21\|10.12\|9.15\|412978;2026-07-13\|10.12\|0.00\|10.00\|10.33\|9.32\|710325;2026-07-14\|10.74\|6.13\|10.00\|10.92\|9.82\|678411;2026-07-15\|11.24\|4.66\|10.63\|11.30\|10.47\|501572;2026-07-16\|10.33\|-8.10\|11.09\|11.36\|10.24\|528868;2026-07-17\|10.53\|1.94\|10.41\|11.10\|10.15\|549127
109987		股份转让+湖泊生态医院+扭亏为盈 1、据2026年5月1日公告，控股股东胡明明、股东顾伟及陈虹拟以25元/股向祝铭明协议转让14.97%股份，总价4.23亿元，引入认同公司长期价值的财务投资者。 2、据2026年4月18日年报，公司2025年营收5.74亿元、净利9870万元，同比扭亏214.57%，核心“深潜式高压控藻成套装备”交付13套，毛利率升至51%。 3、据2026年4月18日年报，“湖泊生态医院”模式提供“监测-诊断-治理-运维”全周期服务，契合国家美丽河湖战略，在手订单3.33亿元支撑后续增长。	控股股东及股东拟协议转让14.97%公司股份	2026-03-10\|26.90\|-0.11\|27.04\|27.27\|26.09\|20926;2026-03-11\|26.34\|-2.08\|27.14\|27.23\|26.21\|24776;2026-03-12\|26.19\|-0.57\|26.21\|26.52\|25.80\|14466;2026-03-13\|25.87\|-1.22\|26.29\|26.42\|25.70\|11075;2026-03-16\|25.94\|0.27\|25.82\|26.40\|25.66\|14219;2026-03-17\|25.18\|-2.93\|26.14\|26.14\|25.01\|10677;2026-03-18\|26.05\|3.46\|25.05\|26.18\|25.05\|10240;2026-03-19\|25.35\|-2.69\|25.75\|26.10\|25.35\|9644;2026-03-20\|25.10\|-0.99\|25.39\|25.82\|24.98\|10810;2026-03-23\|24.12\|-3.90\|24.71\|25.00\|23.91\|26841;2026-03-24\|25.46\|5.56\|24.50\|25.55\|24.30\|13860;2026-03-25\|26.99\|6.01\|25.61\|27.18\|25.27\|22118;2026-03-26\|27.62\|2.33\|27.15\|27.87\|26.71\|17049;2026-03-27\|28.62\|3.62\|27.18\|28.85\|27.10\|26127;2026-03-30\|31.04\|8.46\|28.35\|31.27\|28.18\|49057;2026-03-31\|30.73\|-1.00\|31.18\|32.56\|30.60\|35414;2026-04-01\|29.06\|-5.43\|30.30\|30.98\|28.92\|34538;2026-04-02\|29.06\|0.00\|28.70\|29.25\|28.23\|24303;2026-04-03\|30.85\|6.16\|28.48\|31.19\|28.48\|33034;2026-04-07\|30.79\|-0.19\|30.85\|30.85\|29.73\|23643;2026-04-08\|31.87\|3.51\|31.34\|32.95\|31.05\|27853;2026-04-09\|32.39\|1.63\|31.80\|32.90\|31.26\|21140;2026-04-10\|33.90\|4.66\|32.47\|34.38\|32.47\|25586;2026-04-13\|35.40\|4.42\|34.00\|35.59\|33.33\|29495;2026-04-14\|34.78\|-1.75\|35.97\|35.97\|34.30\|22911;2026-04-15\|34.71\|-0.20\|35.13\|35.70\|34.50\|16010;2026-04-16\|35.05\|0.98\|34.80\|35.37\|34.59\|15863;2026-04-17\|35.10\|0.14\|35.75\|35.75\|34.50\|19162;2026-04-20\|36.39\|3.68\|35.00\|36.50\|34.84\|23738;2026-04-21\|35.09\|-3.57\|36.08\|36.86\|34.96\|18524;2026-04-22\|39.14\|11.54\|35.00\|40.90\|35.00\|61889;2026-04-23\|36.30\|-7.26\|39.20\|39.74\|36.07\|46791;2026-04-24\|35.96\|-0.94\|36.29\|38.80\|35.70\|28550;2026-04-27\|37.95\|5.53\|35.70\|38.69\|35.70\|25413;2026-04-28\|36.77\|-3.11\|37.63\|37.84\|36.52\|17300;2026-04-29\|36.25\|-1.41\|35.46\|37.07\|35.06\|26081;2026-04-30\|39.00\|7.59\|35.00\|39.40\|35.00\|36381;2026-05-06\|46.80\|20.00\|46.80\|46.80\|46.80\|14566;2026-05-07\|56.16\|20.00\|56.16\|56.16\|49.60\|172956;2026-05-08\|54.69\|-2.62\|53.10\|57.00\|52.00\|112217;2026-05-11\|54.95\|0.48\|54.10\|56.05\|50.88\|85989;2026-05-12\|55.53\|1.06\|54.67\|58.08\|53.19\|92740;2026-05-13\|55.48\|-0.09\|54.90\|57.24\|53.01\|70470;2026-05-14\|57.62\|3.86\|55.80\|59.59\|53.36\|76308;2026-05-15\|57.24\|-0.66\|57.27\|57.50\|53.50\|84481;2026-05-18\|63.50\|10.94\|56.61\|64.50\|56.09\|87950;2026-05-19\|64.80\|2.05\|62.20\|64.81\|59.10\|72172;2026-05-20\|67.79\|4.61\|64.80\|68.99\|63.88\|55957;2026-05-21\|63.50\|-6.33\|69.77\|69.77\|62.00\|76430;2026-05-22\|61.52\|-3.12\|63.50\|66.79\|59.86\|74475;2026-05-25\|59.85\|-2.71\|60.42\|61.88\|56.20\|69385;2026-05-26\|59.50\|-0.58\|59.00\|61.56\|58.01\|36479;2026-05-27\|59.39\|-0.18\|60.00\|60.88\|58.06\|35261;2026-05-28\|60.42\|1.73\|59.39\|61.30\|56.33\|37588;2026-05-29\|59.02\|-2.32\|61.63\|62.80\|58.60\|39324;2026-06-01\|60.37\|2.29\|58.84\|63.35\|57.80\|40825;2026-06-02\|54.45\|-9.81\|60.26\|60.70\|53.00\|74074;2026-06-03\|52.10\|-4.32\|53.20\|56.02\|51.82\|57076;2026-06-04\|50.96\|-2.19\|52.34\|52.62\|49.84\|38634;2026-06-05\|50.58\|-0.75\|50.00\|52.77\|49.00\|38769;2026-06-08\|52.56\|3.91\|48.63\|53.87\|48.01\|41248;2026-06-09\|52.27\|-0.55\|55.19\|55.19\|51.00\|26277;2026-06-10\|52.74\|0.90\|51.40\|53.30\|51.39\|21840;2026-06-11\|51.98\|-1.44\|52.28\|52.97\|51.00\|17684;2026-06-12\|51.17\|-1.56\|53.02\|53.10\|51.00\|17237;2026-06-15\|56.70\|10.81\|52.00\|57.32\|52.00\|45472;2026-06-16\|41.00\|1.08\|42.61\|42.61\|39.66\|40873;2026-06-17\|40.65\|-0.85\|40.17\|43.95\|39.00\|77778;2026-06-18\|41.32\|1.65\|40.24\|43.09\|40.01\|55012;2026-06-22\|40.90\|-1.02\|41.32\|42.09\|39.45\|59932;2026-06-23\|41.15\|0.61\|40.93\|41.98\|40.20\|30211;2026-06-24\|41.59\|1.07\|41.08\|42.11\|40.12\|39204;2026-06-25\|38.06\|-8.49\|41.59\|42.00\|36.85\|74039;2026-06-26\|36.75\|-3.44\|37.73\|38.32\|36.27\|38071;2026-06-29\|36.01\|-2.01\|37.51\|37.97\|35.20\|44284;2026-06-30\|37.36\|3.75\|35.30\|37.50\|35.30\|31672;2026-07-01\|36.68\|-1.82\|37.36\|37.37\|36.10\|31944;2026-07-02\|37.19\|1.39\|36.86\|39.00\|36.48\|30424;2026-07-03\|38.85\|4.46\|37.19\|39.68\|36.51\|32442;2026-07-06\|36.30\|-6.56\|39.10\|39.79\|34.80\|50797;2026-07-07\|36.91\|1.68\|36.30\|36.98\|35.21\|34964;2026-07-08\|35.91\|-2.71\|36.81\|36.99\|35.50\|26992;2026-07-09\|35.85\|-0.17\|36.61\|36.61\|34.00\|25166;2026-07-10\|35.20\|-1.81\|35.50\|36.97\|35.10\|44925;2026-07-13\|32.68\|-7.16\|34.48\|34.82\|32.25\|34522;2026-07-14\|37.25\|13.98\|33.27\|37.59\|32.68\|48360;2026-07-15\|36.30\|-2.55\|38.06\|38.06\|36.00\|33593;2026-07-16\|34.88\|-3.91\|36.12\|36.50\|34.50\|26733;2026-07-17\|31.72\|-9.06\|34.65\|35.00\|31.70\|40238
109986		燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-03-10\|119.80\|1.10\|118.53\|121.55\|114.88\|228986;2026-03-11\|112.01\|-6.50\|116.34\|117.80\|111.09\|305659;2026-03-12\|108.47\|-3.16\|112.01\|112.38\|107.00\|230024;2026-03-13\|105.23\|-2.99\|108.47\|108.50\|104.28\|239138;2026-03-16\|101.44\|-3.60\|105.23\|105.60\|98.55\|257225;2026-03-17\|100.70\|-0.73\|101.44\|105.50\|100.00\|209705;2026-03-18\|102.80\|2.09\|101.50\|103.83\|99.00\|208768;2026-03-19\|97.99\|-4.68\|101.76\|103.45\|97.40\|190787;2026-03-20\|96.16\|-1.87\|99.50\|100.32\|96.00\|158755;2026-03-23\|93.80\|-2.45\|94.45\|97.30\|92.79\|194525;2026-03-24\|99.00\|5.54\|96.21\|99.33\|95.69\|231314;2026-03-25\|100.31\|1.32\|101.17\|105.30\|99.70\|277311;2026-03-26\|98.26\|-2.04\|100.30\|101.27\|97.80\|138629;2026-03-27\|98.20\|-0.06\|96.96\|99.75\|96.15\|120099;2026-03-30\|93.79\|-4.49\|94.95\|94.95\|89.36\|401899;2026-03-31\|96.80\|3.21\|98.00\|100.20\|96.03\|375702;2026-04-01\|100.41\|3.73\|101.00\|103.26\|98.19\|292277;2026-04-02\|108.00\|7.56\|103.44\|110.45\|103.44\|400552;2026-04-03\|107.37\|-0.58\|106.63\|110.20\|106.02\|239248;2026-04-07\|101.66\|-5.32\|107.31\|107.46\|100.70\|234699;2026-04-08\|111.83\|10.00\|107.88\|111.83\|107.54\|251721;2026-04-09\|112.49\|0.59\|111.61\|114.94\|108.60\|266908;2026-04-10\|117.46\|4.42\|113.00\|120.68\|111.16\|231096;2026-04-13\|111.73\|-4.88\|116.00\|116.16\|110.00\|270230;2026-04-14\|110.75\|-0.88\|113.10\|113.90\|109.09\|207470;2026-04-15\|109.48\|-1.15\|111.66\|113.89\|109.05\|167673;2026-04-16\|116.30\|6.23\|109.50\|117.34\|109.11\|237118;2026-04-17\|121.18\|4.20\|115.13\|123.83\|114.88\|280638;2026-04-20\|118.02\|-2.61\|121.00\|121.00\|116.10\|173792;2026-04-21\|117.15\|-0.74\|117.95\|120.82\|115.85\|138067;2026-04-22\|122.16\|4.28\|116.12\|122.58\|116.10\|168968;2026-04-23\|130.39\|6.74\|128.26\|134.38\|125.60\|259964;2026-04-24\|131.00\|0.47\|130.00\|132.22\|124.10\|189087;2026-04-27\|129.30\|-1.30\|129.97\|135.00\|127.80\|143459;2026-04-28\|125.03\|-3.30\|128.42\|129.22\|124.00\|134382;2026-04-29\|127.25\|1.78\|124.33\|128.82\|123.40\|114470;2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372
109985		燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货，墨西哥工厂预计2025年底投产	2026-03-10\|64.03\|1.96\|63.52\|65.50\|62.81\|71272;2026-03-11\|60.82\|-5.01\|63.93\|63.93\|59.95\|67903;2026-03-12\|58.19\|-4.32\|59.80\|60.43\|57.40\|63207;2026-03-13\|55.88\|-3.97\|57.33\|57.50\|55.65\|58578;2026-03-16\|59.80\|7.01\|56.00\|59.99\|53.36\|95250;2026-03-17\|58.06\|-2.91\|59.80\|60.99\|57.70\|59484;2026-03-18\|60.57\|4.32\|59.22\|61.30\|58.40\|56550;2026-03-19\|55.35\|-8.62\|59.00\|60.18\|55.00\|70758;2026-03-20\|53.68\|-3.02\|56.60\|57.29\|53.68\|52030;2026-03-23\|51.42\|-4.21\|53.05\|54.18\|51.00\|57203;2026-03-24\|54.26\|5.52\|53.50\|54.56\|52.27\|69302;2026-03-25\|55.35\|2.01\|55.88\|57.43\|54.35\|49828;2026-03-26\|53.80\|-2.80\|55.72\|55.72\|53.50\|32609;2026-03-27\|53.82\|0.04\|52.62\|55.06\|52.10\|39428;2026-03-30\|53.73\|-0.17\|54.32\|54.98\|52.95\|35565;2026-03-31\|49.85\|-7.22\|54.00\|54.29\|49.80\|71492;2026-04-01\|52.20\|4.71\|51.10\|53.27\|50.02\|80688;2026-04-02\|49.01\|-6.11\|52.53\|52.53\|48.35\|83642;2026-04-03\|48.88\|-0.27\|49.12\|49.99\|48.50\|49626;2026-04-07\|48.16\|-1.47\|49.83\|49.83\|48.06\|29855;2026-04-08\|52.98\|10.01\|50.10\|52.98\|50.10\|31368;2026-04-09\|53.66\|1.28\|53.65\|55.25\|52.63\|105620;2026-04-10\|59.03\|10.01\|55.70\|59.03\|54.57\|70295;2026-04-13\|58.47\|-0.95\|58.03\|59.43\|56.08\|138645;2026-04-14\|55.23\|-5.54\|58.99\|59.03\|54.53\|145147;2026-04-15\|53.59\|-2.97\|55.30\|56.61\|53.43\|96553;2026-04-16\|58.95\|10.00\|53.56\|58.95\|53.56\|87881;2026-04-17\|60.22\|2.15\|60.00\|62.35\|60.00\|147141;2026-04-20\|61.97\|2.91\|60.57\|62.30\|58.68\|131460;2026-04-21\|60.40\|-2.53\|61.33\|61.33\|59.40\|76798;2026-04-22\|63.50\|5.13\|60.01\|63.50\|58.40\|125518;2026-04-23\|62.11\|-2.19\|65.98\|67.23\|62.00\|131207;2026-04-24\|58.16\|-6.36\|60.42\|61.34\|58.00\|89873;2026-04-27\|57.51\|-1.12\|57.75\|59.35\|57.13\|77916;2026-04-28\|58.35\|1.46\|58.02\|62.30\|57.73\|118174;2026-04-29\|59.55\|2.06\|57.01\|59.59\|56.33\|88786;2026-04-30\|58.54\|-1.70\|58.96\|60.75\|58.10\|87353;2026-05-06\|64.39\|9.99\|60.10\|64.39\|60.05\|152093;2026-05-07\|64.15\|-0.37\|63.95\|64.65\|62.14\|108753;2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311
109984		订单需求饱满+数据中心+SOFC+山东国资 1、据2026年4月30日投资者关系活动记录表，公司一季度数据中心用发动机销售超500台，同比增逾240%，电力能源产品订单饱满，全年产能扩张明确。 2、据2026年4月30日投资者关系活动记录表，公司年内将批量落地SOFC产能，新一代金属支撑产品已与多家头部企业达成意向合作，卡位AI数据中心低碳电源。 3、据2025年年度报告，公司最终控制人为山东省国资委，2025年现金分红加回购占归母净利润65%，上市以来累计分红420亿元。	山东国资委旗下，国内发动机龙头；公司一季度净利润增长13.8%，数据中心产品销量同比大增超240%	2026-03-10\|27.82\|4.35\|27.40\|28.35\|27.25\|1485989;2026-03-11\|26.56\|-4.53\|27.68\|27.82\|25.80\|1688736;2026-03-12\|25.20\|-5.12\|26.41\|26.55\|24.83\|2003361;2026-03-13\|24.88\|-1.27\|25.04\|25.70\|24.68\|1439678;2026-03-16\|24.55\|-1.33\|24.82\|24.83\|24.04\|1047511;2026-03-17\|24.70\|0.61\|25.00\|25.83\|24.68\|1241283;2026-03-18\|25.37\|2.71\|24.88\|25.50\|24.51\|1015333;2026-03-19\|23.80\|-6.19\|24.34\|24.67\|23.67\|1402733;2026-03-20\|23.36\|-1.85\|24.07\|24.30\|23.22\|1090392;2026-03-23\|22.54\|-3.51\|22.73\|23.10\|22.33\|1151666;2026-03-24\|23.71\|5.19\|23.00\|23.86\|22.54\|1343948;2026-03-25\|24.52\|3.42\|24.81\|25.60\|24.39\|1301322;2026-03-26\|23.78\|-3.02\|24.73\|24.73\|23.64\|818477;2026-03-27\|23.50\|-1.18\|21.50\|23.88\|21.40\|2989690;2026-03-30\|24.43\|3.96\|22.78\|24.79\|22.78\|1756953;2026-03-31\|24.24\|-0.78\|24.32\|24.76\|24.01\|992952;2026-04-01\|25.30\|4.37\|25.00\|25.49\|24.80\|1203560;2026-04-02\|25.35\|0.20\|25.40\|25.80\|25.13\|829769;2026-04-03\|25.10\|-0.99\|25.39\|25.90\|25.06\|644695;2026-04-07\|23.88\|-4.86\|25.10\|25.14\|23.75\|1036113;2026-04-08\|25.40\|6.37\|25.36\|26.00\|24.95\|1469674;2026-04-09\|25.98\|2.28\|25.00\|26.28\|24.90\|1370188;2026-04-10\|27.00\|3.93\|26.55\|27.20\|26.11\|1271330;2026-04-13\|26.88\|-0.44\|26.30\|27.23\|25.97\|996191;2026-04-14\|26.18\|-2.60\|28.56\|29.08\|25.95\|1409496;2026-04-15\|26.60\|1.60\|27.00\|27.50\|26.51\|1246661;2026-04-16\|27.40\|3.01\|26.78\|27.57\|26.38\|1202644;2026-04-17\|26.50\|-3.28\|27.13\|27.13\|26.35\|946090;2026-04-20\|26.36\|-0.53\|26.56\|27.43\|26.21\|1085843;2026-04-21\|26.93\|2.16\|26.35\|27.07\|26.15\|954623;2026-04-22\|27.98\|3.90\|26.66\|28.42\|26.50\|1209561;2026-04-23\|29.49\|5.40\|29.39\|30.18\|28.83\|2039153;2026-04-24\|29.59\|0.34\|29.67\|29.95\|28.94\|1046743;2026-04-27\|29.66\|0.24\|29.72\|30.69\|29.54\|1037050;2026-04-28\|30.08\|1.42\|29.73\|30.40\|29.53\|1143308;2026-04-29\|30.15\|0.23\|30.00\|30.30\|29.66\|738067;2026-04-30\|31.20\|3.48\|30.90\|32.66\|30.81\|1696339;2026-05-06\|34.32\|10.00\|34.18\|34.32\|34.01\|1230508;2026-05-07\|35.00\|1.98\|35.71\|35.85\|34.24\|1803514;2026-05-08\|33.06\|-5.54\|34.31\|34.50\|32.88\|1451545;2026-05-11\|33.53\|1.42\|33.50\|33.85\|32.99\|1056211;2026-05-12\|32.70\|-2.48\|33.67\|33.76\|32.10\|1131098;2026-05-13\|34.34\|5.02\|32.01\|34.49\|31.76\|1394130;2026-05-14\|34.20\|-0.41\|35.20\|35.56\|34.20\|1231579;2026-05-15\|34.77\|1.67\|34.23\|35.64\|33.80\|1087488;2026-05-18\|33.30\|-4.23\|33.76\|33.89\|32.88\|1185861;2026-05-19\|33.15\|-0.45\|33.60\|33.75\|32.08\|938788;2026-05-20\|32.61\|-1.63\|33.08\|33.15\|31.45\|1198861;2026-05-21\|32.28\|-1.01\|33.26\|34.05\|32.25\|991015;2026-05-22\|34.01\|5.36\|32.80\|34.10\|32.79\|1004087;2026-05-25\|35.10\|3.20\|34.02\|35.26\|33.25\|881612;2026-05-26\|34.85\|-0.71\|35.06\|35.56\|34.40\|635335;2026-05-27\|34.50\|-1.00\|35.12\|35.87\|34.33\|715652;2026-05-28\|35.31\|2.35\|33.70\|35.50\|33.70\|949362;2026-05-29\|35.34\|0.09\|35.89\|36.34\|35.00\|1045408;2026-06-01\|33.70\|-4.64\|35.18\|35.70\|32.86\|1443625;2026-06-02\|32.22\|-4.39\|33.03\|33.33\|30.33\|2130784;2026-06-03\|32.27\|0.16\|32.75\|33.26\|31.81\|974383;2026-06-04\|33.74\|4.56\|32.29\|33.98\|31.75\|862090;2026-06-05\|31.12\|-7.77\|34.31\|34.38\|30.90\|1523092;2026-06-08\|29.98\|-3.66\|29.51\|30.47\|29.29\|1474577;2026-06-09\|30.35\|1.23\|30.49\|30.57\|29.40\|1003091;2026-06-10\|28.19\|-7.12\|29.43\|29.83\|27.40\|2386447;2026-06-11\|27.57\|-2.20\|27.72\|27.91\|27.03\|1447474;2026-06-12\|28.00\|1.56\|28.94\|29.08\|27.94\|1310314;2026-06-15\|29.38\|4.93\|28.56\|29.38\|28.21\|1241949;2026-06-16\|28.11\|-4.32\|29.18\|29.58\|27.74\|1244115;2026-06-17\|29.28\|4.16\|28.25\|29.93\|28.08\|1055221;2026-06-18\|30.09\|2.77\|29.66\|31.38\|29.50\|1324102;2026-06-22\|31.29\|3.99\|31.03\|32.20\|30.86\|1141946;2026-06-23\|30.06\|-3.93\|31.40\|32.06\|29.83\|945812;2026-06-24\|29.69\|-1.23\|29.79\|30.42\|29.50\|857045;2026-06-25\|28.97\|-2.43\|29.79\|31.29\|28.90\|1196229;2026-06-26\|27.95\|-3.52\|29.25\|29.50\|27.66\|1211368;2026-06-29\|26.19\|-6.30\|27.60\|27.87\|25.78\|1569532;2026-06-30\|27.25\|4.05\|26.63\|28.08\|26.50\|1329556;2026-07-01\|27.80\|2.02\|28.11\|29.00\|27.60\|970999;2026-07-02\|26.40\|-5.04\|27.03\|27.51\|26.23\|964298;2026-07-03\|28.14\|6.59\|26.47\|28.73\|26.21\|1269615;2026-07-06\|29.57\|5.08\|29.00\|30.59\|29.00\|1473886;2026-07-07\|29.72\|0.51\|29.31\|30.68\|29.31\|1206250;2026-07-08\|27.91\|-6.09\|29.13\|29.72\|27.81\|856444;2026-07-09\|27.84\|-0.25\|27.95\|28.35\|27.01\|792148;2026-07-10\|27.57\|-0.97\|28.03\|28.52\|27.40\|877155;2026-07-13\|26.60\|-3.52\|27.49\|27.68\|26.26\|925100;2026-07-14\|27.65\|3.95\|26.23\|27.65\|25.53\|1045525;2026-07-15\|26.45\|-4.34\|27.44\|27.80\|25.50\|1215727;2026-07-16\|25.66\|-2.99\|26.08\|26.49\|25.36\|889297;2026-07-17\|24.60\|-4.13\|25.33\|25.48\|24.03\|1225346
109983		机器人+大缸径曲轴+重卡曲轴龙头行业原因： 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11日互动易，公司铸件产品中包括转盘、底座、摇杆等工业机器人类铸件毛坯和成品，目前该部分业务占公司收入比重较小。 2、据2026年6月9日互动易，公司大缸径曲轴、连杆产品订单充足，生产及交付工作均按计划有序推进，正抓紧推进新增产能项目建设；据2026年3月31日投资者关系活动记录表，公司2025年大缸径曲轴、连杆业务收入4.10亿元，同比增长53%，主要受益于全球数据中心建设提速，发电机组用大缸径发动机需求激增，目前生产线满负荷生产。 3、据2025年年报，公司是国内最大的曲轴专业生产企业、国内最大的中重型商用车胀断连杆生产企业，重型发动机曲轴市场占有率达60%，客户涵盖潍柴、康明斯、卡特彼勒等国内外头部发动机厂商。	1、公司大缸径客户60%为潍柴系，20-30%为卡特，大马力连杆与曲轴持续供不应求； 2、全资子公司天润智能主导产品包括自动化装备产品桁架机械手、关节机器人集成应用、智能物流缓存、智能检测系统的研发及应用服务	2026-03-10\|9.71\|1.89\|9.65\|9.87\|9.61\|451699;2026-03-11\|9.32\|-4.02\|9.74\|9.75\|9.11\|775045;2026-03-12\|9.05\|-2.90\|9.19\|9.34\|8.94\|508615;2026-03-13\|9.18\|1.44\|8.98\|9.74\|8.89\|682155;2026-03-16\|9.18\|0.00\|9.10\|9.22\|8.84\|393785;2026-03-17\|9.10\|-0.87\|9.20\|9.49\|9.05\|361144;2026-03-18\|9.27\|1.87\|9.12\|9.41\|9.07\|312341;2026-03-19\|8.78\|-5.29\|9.10\|9.12\|8.69\|401106;2026-03-20\|8.79\|0.11\|8.96\|9.25\|8.79\|411124;2026-03-23\|8.48\|-3.53\|8.64\|8.97\|8.39\|496511;2026-03-24\|8.95\|5.54\|8.65\|8.98\|8.55\|376109;2026-03-25\|9.15\|2.23\|9.15\|9.40\|9.12\|342568;2026-03-26\|8.99\|-1.75\|9.18\|9.22\|8.89\|180569;2026-03-27\|9.05\|0.67\|8.78\|9.11\|8.75\|179703;2026-03-30\|9.22\|1.88\|8.98\|9.31\|8.90\|263498;2026-03-31\|9.05\|-1.84\|9.31\|9.32\|8.64\|365866;2026-04-01\|9.65\|6.63\|9.25\|9.79\|9.25\|611473;2026-04-02\|9.56\|-0.93\|9.56\|10.11\|9.40\|558587;2026-04-03\|9.45\|-1.15\|9.65\|9.68\|9.40\|312100;2026-04-07\|9.19\|-2.75\|9.44\|9.55\|9.12\|380956;2026-04-08\|10.02\|9.03\|9.54\|10.08\|9.52\|551966;2026-04-09\|10.05\|0.30\|9.81\|10.10\|9.76\|385547;2026-04-10\|10.57\|5.17\|10.18\|10.88\|10.08\|609231;2026-04-13\|10.65\|0.76\|10.45\|10.70\|10.36\|382789;2026-04-14\|10.74\|0.85\|10.65\|11.00\|10.55\|421053;2026-04-15\|10.40\|-3.17\|10.83\|10.83\|10.28\|311390;2026-04-16\|11.15\|7.21\|10.39\|11.25\|10.27\|527146;2026-04-17\|10.91\|-2.15\|11.00\|11.15\|10.83\|268570;2026-04-20\|10.89\|-0.18\|10.91\|11.24\|10.60\|233749;2026-04-21\|10.79\|-0.92\|10.91\|10.91\|10.67\|185113;2026-04-22\|11.16\|3.43\|10.73\|11.20\|10.58\|325051;2026-04-23\|11.18\|0.18\|11.21\|11.68\|10.94\|427968;2026-04-24\|11.09\|-0.81\|11.31\|11.54\|10.98\|192076;2026-04-27\|11.10\|0.09\|11.04\|11.40\|11.00\|233774;2026-04-28\|10.78\|-2.88\|11.29\|11.50\|10.65\|433507;2026-04-29\|11.35\|5.29\|10.75\|11.53\|10.68\|403556;2026-04-30\|11.23\|-1.06\|11.45\|11.45\|11.08\|351185;2026-05-06\|12.35\|9.97\|11.63\|12.35\|11.50\|596603;2026-05-07\|12.51\|1.30\|12.54\|12.60\|12.05\|572392;2026-05-08\|11.35\|-9.27\|12.51\|12.51\|11.26\|855719;2026-05-11\|11.01\|-3.00\|11.38\|11.50\|10.85\|525590;2026-05-12\|11.60\|5.36\|10.92\|11.97\|10.76\|597713;2026-05-13\|12.52\|10.02\|11.46\|12.52\|11.46\|333116;2026-05-14\|12.64\|0.96\|12.51\|13.24\|12.44\|1082233;2026-05-15\|12.36\|-2.22\|12.50\|12.82\|12.11\|530615;2026-05-18\|12.46\|0.81\|12.15\|12.75\|11.66\|701473;2026-05-19\|12.15\|-2.49\|12.34\|12.44\|11.77\|462091;2026-05-20\|12.22\|0.58\|12.02\|12.41\|11.55\|485065;2026-05-21\|11.48\|-6.06\|12.22\|12.22\|11.43\|458672;2026-05-22\|12.07\|5.14\|11.41\|12.20\|11.34\|444639;2026-05-25\|12.35\|2.32\|12.24\|12.72\|12.23\|470699;2026-05-26\|12.29\|-0.49\|12.29\|12.39\|11.78\|294973;2026-05-27\|11.89\|-3.25\|12.20\|12.35\|11.72\|318274;2026-05-28\|11.92\|0.25\|11.78\|12.20\|11.57\|329580;2026-05-29\|11.19\|-6.12\|11.93\|12.01\|11.05\|472771;2026-06-01\|11.00\|-1.70\|11.33\|11.47\|10.93\|325674;2026-06-02\|11.02\|0.18\|11.00\|11.22\|10.67\|249013;2026-06-03\|10.64\|-3.45\|11.02\|11.33\|10.48\|336859;2026-06-04\|10.85\|1.97\|10.56\|11.23\|10.50\|381592;2026-06-05\|10.68\|-1.57\|10.85\|10.95\|10.64\|217196;2026-06-08\|10.19\|-4.59\|10.31\|10.71\|10.08\|312903;2026-06-09\|10.15\|-0.39\|10.29\|10.35\|9.96\|345823;2026-06-10\|9.50\|-6.40\|9.97\|10.13\|9.44\|585609;2026-06-11\|9.13\|-3.89\|9.44\|9.50\|9.06\|476379;2026-06-12\|9.36\|2.52\|9.29\|9.75\|9.27\|363697;2026-06-15\|9.68\|3.42\|9.49\|9.79\|9.41\|352262;2026-06-16\|9.65\|-0.31\|9.70\|9.74\|9.47\|261751;2026-06-17\|10.06\|4.25\|9.66\|10.42\|9.65\|410369;2026-06-18\|11.07\|10.04\|10.09\|11.07\|9.98\|431474;2026-06-22\|11.31\|2.17\|11.02\|11.31\|10.58\|912457;2026-06-23\|10.36\|-8.40\|11.09\|11.09\|10.27\|658774;2026-06-24\|10.16\|-1.93\|10.30\|10.32\|9.91\|371220;2026-06-25\|9.74\|-4.13\|10.10\|10.30\|9.67\|355171;2026-06-26\|9.35\|-4.00\|10.14\|10.21\|9.33\|318679;2026-06-29\|9.37\|0.21\|9.49\|9.53\|9.03\|316125;2026-06-30\|9.65\|2.99\|9.30\|9.78\|9.24\|277489;2026-07-01\|9.64\|-0.10\|9.93\|10.16\|9.51\|321033;2026-07-02\|9.31\|-3.42\|9.63\|9.74\|9.30\|268910;2026-07-03\|10.24\|9.99\|9.32\|10.24\|9.27\|358278;2026-07-06\|10.27\|0.29\|10.17\|10.73\|9.91\|505229;2026-07-07\|9.97\|-2.92\|10.51\|10.74\|9.91\|349503;2026-07-08\|9.41\|-5.62\|9.97\|9.99\|9.28\|357731;2026-07-09\|9.55\|1.49\|9.46\|9.75\|9.15\|258495;2026-07-10\|9.30\|-2.62\|9.50\|9.83\|9.29\|279375;2026-07-13\|8.52\|-8.39\|9.29\|9.70\|8.45\|471043;2026-07-14\|8.60\|0.94\|8.58\|8.73\|8.37\|249075;2026-07-15\|8.47\|-1.51\|8.61\|8.70\|8.35\|224423;2026-07-16\|8.28\|-2.24\|8.43\|8.61\|8.23\|229669;2026-07-17\|7.61\|-8.09\|8.28\|8.34\|7.50\|377328
109982		以钼代钨+钼业龙头+洛阳国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据上海证券报2026年6月16日报道，存储芯片巨头SK海力士近日宣布完成375层3D NAND闪存生产验证，其最大亮点在于使用钼材料替代传统钨材料制作字线，引发市场对“以钼代钨”技术革新的强烈关注，钼板块掀起涨停潮；据公司2026年5月14日及6月4日互动易，钼凭借其优良特性，或可应用于芯片领域及算力服务器方面。 2、据公司2026年5月13日投资者关系管理信息，公司是国内钼行业具有重要影响力的龙头企业，主营业务为钼精矿和钼铁，总体综合资源储量、钼矿开采规模、钼产品产量均位列我国钼行业第一梯队，保有钼金属量70.06万吨，通过自有矿山实现钼矿石100%自给。 3、据公司招股说明书及公开信息，公司最终控制人为洛阳市人民政府国有资产监督管理委员会，属于国有企业。		2026-03-31\|27.68\|253.96\|23.46\|30.00\|20.80\|1076706;2026-04-01\|24.73\|-10.66\|24.92\|28.88\|24.10\|854271;2026-04-02\|24.78\|0.20\|23.33\|25.56\|22.25\|776450;2026-04-03\|22.26\|-10.17\|23.80\|24.66\|22.24\|545231;2026-04-07\|23.17\|4.09\|21.49\|24.41\|21.49\|585651;2026-04-08\|24.12\|4.10\|22.80\|25.40\|22.80\|643038;2026-04-09\|23.58\|-2.24\|24.21\|24.26\|22.50\|418113;2026-04-10\|22.61\|-4.11\|23.73\|23.88\|22.57\|434655;2026-04-13\|23.21\|2.65\|22.67\|23.66\|22.67\|362142;2026-04-14\|22.91\|-1.29\|23.14\|23.74\|22.72\|296461;2026-04-15\|23.77\|3.75\|23.32\|24.69\|23.32\|427499;2026-04-16\|23.43\|-1.43\|23.61\|23.76\|22.88\|291579;2026-04-17\|23.12\|-1.32\|23.25\|23.96\|22.93\|255488;2026-04-20\|23.80\|2.94\|22.90\|23.96\|22.82\|324897;2026-04-21\|24.66\|3.61\|23.87\|25.29\|23.53\|402617;2026-04-22\|24.25\|-1.66\|24.21\|24.35\|23.80\|250188;2026-04-23\|22.96\|-5.32\|24.12\|24.36\|22.90\|319986;2026-04-24\|22.65\|-1.35\|22.76\|22.87\|22.31\|173737;2026-04-27\|22.27\|-1.68\|22.60\|22.60\|21.86\|145987;2026-04-28\|21.75\|-2.33\|22.35\|22.48\|21.53\|150840;2026-04-29\|22.69\|4.32\|21.75\|22.91\|21.68\|219453;2026-04-30\|22.52\|-0.75\|22.44\|22.76\|22.23\|153691;2026-05-06\|24.71\|9.72\|22.59\|24.77\|22.52\|403742;2026-05-07\|26.01\|5.26\|24.75\|27.16\|24.75\|476494;2026-05-08\|26.50\|1.88\|26.09\|26.77\|25.65\|347607;2026-05-11\|26.09\|-1.55\|26.21\|26.89\|25.85\|250710;2026-05-12\|26.16\|0.27\|26.71\|28.29\|25.24\|400093;2026-05-13\|26.94\|2.98\|26.48\|27.68\|26.08\|411323;2026-05-14\|25.00\|-7.20\|26.99\|27.04\|25.00\|292882;2026-05-15\|24.21\|-3.16\|25.20\|25.30\|23.88\|218601;2026-05-18\|24.80\|2.44\|23.81\|25.25\|23.70\|199803;2026-05-19\|25.29\|1.98\|24.63\|26.76\|24.55\|351744;2026-05-20\|24.80\|-1.94\|25.17\|25.58\|24.20\|209786;2026-05-21\|23.90\|-3.63\|25.00\|25.77\|23.81\|259960;2026-05-22\|24.66\|3.18\|24.38\|24.96\|24.19\|166226;2026-05-25\|23.48\|-4.79\|24.89\|25.05\|23.17\|235420;2026-05-26\|25.83\|10.01\|23.20\|25.83\|22.64\|380273;2026-05-27\|28.41\|9.99\|26.93\|28.41\|26.80\|399288;2026-05-28\|28.00\|-1.44\|28.42\|29.48\|27.30\|651649;2026-05-29\|25.20\|-10.00\|28.37\|28.50\|25.20\|427168;2026-06-01\|24.91\|-1.15\|24.91\|26.45\|24.62\|299021;2026-06-02\|25.14\|0.92\|25.00\|25.67\|23.58\|248794;2026-06-03\|25.35\|0.84\|24.76\|25.89\|24.51\|233851;2026-06-04\|24.70\|-2.56\|24.90\|25.14\|24.42\|149646;2026-06-05\|24.15\|-2.23\|24.50\|25.06\|23.69\|203106;2026-06-08\|23.33\|-3.40\|23.21\|24.07\|22.80\|178729;2026-06-09\|23.24\|-0.39\|23.56\|23.72\|22.42\|162543;2026-06-10\|22.93\|-1.33\|22.91\|23.14\|22.27\|161867;2026-06-11\|25.22\|9.99\|22.91\|25.22\|22.80\|335168;2026-06-12\|27.74\|9.99\|27.74\|27.74\|27.74\|143005;2026-06-15\|30.51\|9.99\|29.90\|30.51\|29.50\|485767;2026-06-16\|33.56\|10.00\|31.06\|33.56\|31.06\|220956;2026-06-17\|32.72\|-2.50\|35.00\|36.92\|31.88\|864820;2026-06-18\|31.96\|-2.32\|32.01\|33.35\|31.16\|588178;2026-06-22\|33.81\|5.79\|32.03\|34.42\|31.38\|759857;2026-06-23\|30.43\|-10.00\|32.30\|32.67\|30.43\|391667;2026-06-24\|29.65\|-2.56\|29.02\|30.29\|28.68\|400050;2026-06-25\|29.65\|0.00\|29.99\|30.48\|29.19\|308861;2026-06-26\|28.65\|-3.37\|29.26\|30.60\|28.40\|330505;2026-06-29\|29.22\|1.99\|28.49\|29.75\|28.28\|322413;2026-06-30\|27.78\|-4.93\|28.67\|28.83\|27.50\|309224;2026-07-01\|29.00\|4.96\|27.91\|30.35\|27.85\|354856;2026-07-02\|28.80\|-0.69\|28.48\|29.73\|27.72\|340145;2026-07-03\|27.83\|-3.37\|29.03\|29.49\|27.53\|255886;2026-07-06\|26.40\|-5.14\|27.48\|28.30\|26.31\|220762;2026-07-07\|26.11\|-1.10\|26.54\|26.54\|25.78\|125288;2026-07-08\|25.54\|-2.18\|26.11\|26.32\|25.11\|120436;2026-07-09\|25.83\|1.14\|25.47\|25.90\|24.40\|168895;2026-07-10\|25.16\|-2.59\|25.81\|26.27\|25.16\|158574;2026-07-13\|24.33\|-3.30\|25.02\|25.08\|24.11\|133460;2026-07-14\|24.67\|1.40\|24.05\|24.80\|23.70\|130997;2026-07-15\|23.96\|-2.88\|24.81\|24.88\|23.72\|108465;2026-07-16\|23.93\|-0.13\|23.79\|24.49\|23.78\|103273;2026-07-17\|24.06\|0.54\|23.92\|24.76\|22.96\|174818
109981		参股联讯仪器+商业航天+产业园运营+苏州行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月23日公告，参股公司联讯仪器（主营高速光通信测试、光芯片测试及半导体测试设备开发，产品涵盖误码仪、采样示波器、晶圆测试机等，应用于数据中心、5G承载网及物联网等领域，客户覆盖中际旭创、比亚迪半导体等）于26年4月24日在科创板上市，公司间接持股0.49%。 2、据2025年12月16日互动易，子公司东菱振动为商业航天企业提供振动测试解决方案，产品用于火箭、卫星等航天器研制测试。据2026年1月5日互动易，公司子公司东菱振动参与了神舟系列、天宫系列、探月工程、风云系列、国产大飞机C919等项目的研制建设试验相关配套工作，自主研制了100吨电动振动试验系统、国内首创双波冲击试验机等多项产品。 3、据2025年半年度报告，公司已建及在建绿色低碳产业园、医疗器械产业园等载体合计149万平方米，前三季度新增落地创恒激光等企业，园区获“苏州市招商运营成绩突出楼宇”。 4、公司最终控制人为苏州市虎丘区人民政府，系苏州高新区政府旗下唯一A股上市国企。	子公司东菱振动为商业航天企业提供振动测试解决方案，产品用于火箭、卫星等航天器研制测试	2026-03-10\|6.56\|1.39\|6.49\|6.58\|6.48\|142496;2026-03-11\|6.56\|0.00\|6.53\|6.60\|6.51\|148545;2026-03-12\|6.52\|-0.61\|6.55\|6.62\|6.48\|164912;2026-03-13\|6.45\|-1.07\|6.48\|6.62\|6.43\|165903;2026-03-16\|6.41\|-0.62\|6.47\|6.50\|6.32\|174235;2026-03-17\|6.38\|-0.47\|6.42\|6.51\|6.38\|147864;2026-03-18\|6.43\|0.78\|6.40\|6.43\|6.33\|116205;2026-03-19\|6.24\|-2.95\|6.37\|6.38\|6.21\|149869;2026-03-20\|6.19\|-0.80\|6.27\|6.34\|6.17\|125629;2026-03-23\|5.81\|-6.14\|6.08\|6.12\|5.77\|218157;2026-03-24\|5.98\|2.93\|5.89\|5.99\|5.79\|152683;2026-03-25\|6.10\|2.01\|5.98\|6.10\|5.97\|129569;2026-03-26\|6.07\|-0.49\|6.08\|6.19\|6.04\|121100;2026-03-27\|6.09\|0.33\|6.03\|6.10\|5.95\|96446;2026-03-30\|6.12\|0.49\|6.08\|6.12\|5.99\|103197;2026-03-31\|6.10\|-0.33\|6.13\|6.25\|6.09\|99527;2026-04-01\|6.14\|0.66\|6.18\|6.23\|6.08\|96320;2026-04-02\|6.00\|-2.28\|6.14\|6.14\|5.97\|115465;2026-04-03\|5.82\|-3.00\|5.96\|6.01\|5.80\|98057;2026-04-07\|5.90\|1.37\|5.82\|5.91\|5.80\|92593;2026-04-08\|6.12\|3.73\|6.00\|6.12\|5.96\|122639;2026-04-09\|6.00\|-1.96\|6.07\|6.09\|5.96\|108197;2026-04-10\|6.03\|0.50\|6.05\|6.13\|6.03\|96008;2026-04-13\|6.06\|0.50\|6.00\|6.09\|5.99\|88173;2026-04-14\|6.22\|2.64\|6.09\|6.30\|6.08\|236392;2026-04-15\|6.11\|-1.77\|6.23\|6.26\|6.09\|130967;2026-04-16\|6.20\|1.47\|6.12\|6.22\|6.06\|124256;2026-04-17\|6.29\|1.45\|6.17\|6.35\|6.16\|189808;2026-04-20\|6.29\|0.00\|6.25\|6.35\|6.15\|238538;2026-04-21\|6.92\|10.02\|6.34\|6.92\|6.34\|494528;2026-04-22\|7.61\|9.97\|7.32\|7.61\|7.26\|1204154;2026-04-23\|8.37\|9.99\|8.37\|8.37\|8.37\|301338;2026-04-24\|8.50\|1.55\|9.20\|9.21\|8.50\|3224062;2026-04-27\|7.65\|-10.00\|8.14\|8.19\|7.65\|1681462;2026-04-28\|7.82\|2.22\|7.25\|8.39\|7.08\|2509442;2026-04-29\|8.40\|7.42\|7.93\|8.59\|7.65\|2299282;2026-04-30\|8.15\|-2.98\|8.15\|8.65\|8.13\|1992196;2026-05-06\|8.77\|7.61\|8.31\|8.97\|8.09\|2102097;2026-05-07\|9.65\|10.03\|8.79\|9.65\|8.60\|2085095;2026-05-08\|9.86\|2.18\|9.55\|10.61\|9.19\|2370142;2026-05-11\|9.91\|0.51\|9.96\|10.58\|9.63\|2019080;2026-05-12\|9.96\|0.50\|9.60\|10.20\|9.25\|1909524;2026-05-13\|9.25\|-7.13\|9.68\|9.77\|9.25\|1458748;2026-05-14\|8.60\|-7.03\|9.43\|9.70\|8.60\|1473439;2026-05-15\|8.39\|-2.44\|8.67\|8.97\|8.35\|1189830;2026-05-18\|8.26\|-1.55\|8.34\|8.57\|8.21\|824917;2026-05-19\|8.00\|-3.15\|8.20\|8.26\|7.88\|769252;2026-05-20\|7.79\|-2.62\|7.95\|7.95\|7.66\|643741;2026-05-21\|7.43\|-4.62\|7.82\|7.95\|7.39\|741713;2026-05-22\|7.55\|1.62\|7.49\|7.60\|7.42\|430127;2026-05-25\|7.53\|-0.26\|7.49\|7.66\|7.29\|498239;2026-05-26\|7.25\|-3.72\|7.50\|7.51\|7.12\|443346;2026-05-27\|7.21\|-0.55\|7.25\|7.30\|7.10\|372711;2026-05-28\|7.25\|0.55\|7.19\|7.34\|7.11\|347149;2026-05-29\|7.05\|-2.76\|7.27\|7.50\|7.02\|712584;2026-06-01\|7.16\|1.56\|7.00\|7.26\|6.95\|495148;2026-06-02\|7.06\|-1.40\|7.14\|7.19\|6.86\|423771;2026-06-03\|7.18\|1.70\|7.06\|7.26\|6.99\|439652;2026-06-04\|7.09\|-1.25\|7.08\|7.16\|7.01\|296986;2026-06-05\|7.24\|2.12\|7.08\|7.34\|7.04\|625166;2026-06-08\|7.86\|8.56\|7.15\|7.96\|7.12\|1240948;2026-06-09\|7.55\|-3.94\|7.87\|7.87\|7.36\|946123;2026-06-10\|7.38\|-2.25\|7.48\|7.77\|7.30\|636637;2026-06-11\|7.78\|5.42\|7.31\|7.93\|7.16\|860322;2026-06-12\|7.94\|2.06\|7.65\|8.06\|7.61\|826787;2026-06-15\|7.74\|-2.52\|7.90\|8.04\|7.65\|707029;2026-06-16\|7.65\|-1.16\|7.72\|7.85\|7.61\|515814;2026-06-17\|7.57\|-1.05\|7.62\|7.79\|7.46\|519184;2026-06-18\|7.51\|-0.79\|7.51\|7.63\|7.24\|536748;2026-06-22\|7.44\|-0.93\|7.52\|7.62\|7.17\|606513;2026-06-23\|7.28\|-2.15\|7.36\|7.51\|7.24\|361400;2026-06-24\|7.33\|0.69\|7.24\|7.41\|7.16\|389433;2026-06-25\|6.90\|-5.87\|7.26\|7.30\|6.78\|587566;2026-06-26\|6.85\|-0.72\|6.85\|6.96\|6.71\|363251;2026-06-29\|6.70\|-2.19\|6.82\|6.89\|6.52\|337895;2026-06-30\|6.69\|-0.15\|6.65\|6.72\|6.58\|214906;2026-07-01\|6.75\|0.90\|6.70\|6.93\|6.63\|310599;2026-07-02\|6.57\|-2.67\|6.67\|6.81\|6.55\|320295;2026-07-03\|6.65\|1.22\|6.59\|6.71\|6.53\|229152;2026-07-06\|6.64\|-0.15\|6.68\|6.77\|6.60\|238939;2026-07-07\|6.45\|-2.86\|6.64\|6.65\|6.40\|227614;2026-07-08\|6.58\|2.02\|6.56\|6.87\|6.34\|383904;2026-07-09\|6.82\|3.65\|6.59\|6.85\|6.53\|342932;2026-07-10\|6.97\|2.50\|6.76\|7.11\|6.70\|450254;2026-07-13\|6.60\|-5.31\|6.94\|6.94\|6.53\|359718;2026-07-14\|6.68\|1.21\|6.53\|6.68\|6.43\|222848;2026-07-15\|6.87\|2.84\|6.78\|6.91\|6.58\|499250;2026-07-16\|6.67\|-2.91\|6.81\|6.83\|6.65\|274652;2026-07-17\|6.24\|-6.45\|6.60\|6.68\|6.23\|336427
109980		金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	1、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务；公司在卫星火箭等航天特种轴承领域具有优势地位； 2、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货	2026-03-10\|52.60\|4.26\|51.02\|53.00\|50.65\|191229;2026-03-11\|52.02\|-1.10\|52.61\|54.60\|51.88\|206591;2026-03-12\|50.04\|-3.81\|51.82\|52.01\|49.35\|189213;2026-03-13\|47.20\|-5.68\|49.40\|49.49\|47.08\|206798;2026-03-16\|48.16\|2.03\|47.21\|48.49\|45.38\|157752;2026-03-17\|47.71\|-0.93\|48.43\|50.20\|47.21\|137011;2026-03-18\|47.98\|0.57\|47.66\|48.44\|47.00\|97063;2026-03-19\|46.32\|-3.46\|47.37\|47.52\|45.81\|112616;2026-03-20\|45.94\|-0.82\|46.32\|47.20\|45.48\|99008;2026-03-23\|42.28\|-7.97\|44.59\|45.30\|41.86\|170049;2026-03-24\|43.98\|4.02\|43.56\|44.29\|42.56\|136954;2026-03-25\|44.01\|0.07\|44.27\|45.15\|43.72\|97635;2026-03-26\|43.16\|-1.93\|44.11\|44.38\|42.80\|75944;2026-03-27\|43.20\|0.09\|42.41\|43.60\|42.13\|75928;2026-03-30\|44.12\|2.13\|42.35\|44.44\|42.35\|86847;2026-03-31\|43.76\|-0.82\|44.22\|45.20\|43.76\|97632;2026-04-01\|44.16\|0.91\|44.95\|45.16\|43.70\|71937;2026-04-02\|42.80\|-3.08\|43.84\|44.15\|42.56\|74727;2026-04-03\|42.51\|-0.68\|42.97\|43.20\|41.91\|65852;2026-04-07\|41.79\|-1.69\|42.58\|42.80\|41.36\|63832;2026-04-08\|45.97\|10.00\|42.59\|45.97\|42.59\|132158;2026-04-09\|46.67\|1.52\|45.31\|47.15\|45.03\|203900;2026-04-10\|47.53\|1.84\|47.13\|48.70\|46.68\|134305;2026-04-13\|46.26\|-2.67\|46.88\|48.05\|46.20\|133026;2026-04-14\|48.95\|5.82\|47.08\|49.43\|46.50\|281613;2026-04-15\|48.37\|-1.18\|48.97\|50.39\|48.17\|188750;2026-04-16\|49.55\|2.44\|48.30\|50.14\|47.90\|150755;2026-04-17\|50.10\|1.11\|49.21\|50.40\|48.90\|130004;2026-04-20\|54.04\|7.86\|50.64\|54.49\|50.12\|224119;2026-04-21\|53.27\|-1.42\|53.95\|55.20\|52.42\|212264;2026-04-22\|54.20\|1.75\|53.03\|54.43\|52.69\|131967;2026-04-23\|53.31\|-1.64\|53.73\|55.27\|52.90\|139383;2026-04-24\|51.98\|-2.49\|52.83\|53.29\|51.28\|122451;2026-04-27\|51.80\|-0.35\|52.39\|53.28\|51.40\|109333;2026-04-28\|50.10\|-3.28\|51.38\|51.40\|49.20\|141080;2026-04-29\|50.14\|0.08\|50.00\|50.67\|49.71\|89296;2026-04-30\|52.21\|4.13\|50.27\|52.69\|49.90\|155546;2026-05-06\|55.89\|7.05\|52.73\|57.43\|52.40\|247622;2026-05-07\|56.27\|0.68\|55.89\|57.74\|55.02\|219439;2026-05-08\|57.47\|2.13\|55.78\|58.63\|55.38\|191714;2026-05-11\|58.51\|1.81\|57.91\|59.28\|56.81\|230229;2026-05-12\|57.43\|-1.85\|58.50\|59.19\|56.08\|175431;2026-05-13\|59.49\|3.59\|57.15\|61.06\|56.89\|252177;2026-05-14\|57.18\|-3.88\|58.46\|59.80\|56.74\|196756;2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774;2026-07-13\|56.48\|-10.01\|63.00\|63.33\|56.48\|193773;2026-07-14\|57.77\|2.28\|56.93\|58.60\|54.01\|152164;2026-07-15\|57.40\|-0.64\|58.30\|59.89\|57.05\|116290;2026-07-16\|54.80\|-4.53\|56.40\|57.88\|54.36\|105080;2026-07-17\|50.77\|-7.35\|54.80\|60.10\|50.32\|260264
109979		玻璃微纤维+商业航天+半导体洁净+干净空气材料行业原因： 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5日互动易，公司主要业务为以微纤维玻璃棉为核心材料，开发“干净空气材料”、“高效节能材料”和“无尘空调产品”，应用于“工业空间、移动空间、生活空间”三大空间。公司高效节能材料中用于航空航天领域的产品2025年度收入占公司营收比例约为0.66%；其中，向国际某知名航天公司直接供应“高硅氧纤维产品”业务收入占公司总营收比例较低，对公司业绩无重大影响。 2、据2025年12月2日业绩说明会及2025年年报，公司高硅氧纤维已与国际知名航天公司开展商业合作，航空隔音隔热棉已配套中国商飞C919、C909型飞机。 3、据2026年5月8日互动易，半导体资本支出扩张带动洁净室需求，公司“干净空气”材料及设备已服务西安奕斯伟、中芯南方等项目，受益行业高景气。	国内微玻璃纤维滤纸行业龙头，为SpaceX出口超高温绝热材料	2026-03-10\|12.35\|7.77\|11.65\|12.61\|11.52\|2460664;2026-03-11\|12.45\|0.81\|12.39\|12.66\|12.22\|1943991;2026-03-12\|12.48\|0.24\|12.15\|12.88\|12.13\|1799252;2026-03-13\|11.61\|-6.97\|12.23\|12.36\|11.52\|1463247;2026-03-16\|11.53\|-0.69\|11.50\|11.94\|11.24\|1015984;2026-03-17\|10.70\|-7.20\|11.70\|11.70\|10.68\|1215819;2026-03-18\|11.77\|10.00\|11.60\|11.77\|10.83\|2078294;2026-03-19\|12.00\|1.95\|11.77\|12.29\|11.38\|2510486;2026-03-20\|11.22\|-6.50\|11.90\|12.10\|11.18\|1357551;2026-03-23\|10.70\|-4.63\|10.78\|11.35\|10.53\|1042238;2026-03-24\|11.11\|3.83\|11.00\|11.49\|10.71\|1298219;2026-03-25\|12.22\|9.99\|12.19\|12.22\|11.95\|1082478;2026-03-26\|13.44\|9.98\|13.44\|13.44\|12.85\|4225054;2026-03-27\|13.18\|-1.93\|12.90\|13.33\|12.36\|3326632;2026-03-30\|14.50\|10.02\|13.13\|14.50\|12.76\|3638551;2026-03-31\|15.49\|6.83\|14.50\|15.95\|14.22\|4581188;2026-04-01\|14.87\|-4.00\|15.49\|15.93\|14.51\|3168060;2026-04-02\|14.10\|-5.18\|15.15\|15.32\|14.03\|2969643;2026-04-03\|14.00\|-0.71\|14.43\|14.97\|13.61\|2963242;2026-04-07\|13.77\|-1.64\|13.80\|14.18\|13.17\|2666046;2026-04-08\|14.26\|3.56\|14.01\|14.64\|14.01\|2712545;2026-04-09\|13.61\|-4.56\|13.77\|14.11\|13.53\|2032427;2026-04-10\|13.31\|-2.20\|13.61\|13.99\|13.28\|1723329;2026-04-13\|13.72\|3.08\|13.16\|13.98\|13.10\|1656547;2026-04-14\|14.20\|3.50\|13.85\|14.29\|13.47\|2369168;2026-04-15\|14.32\|0.85\|14.32\|14.86\|14.06\|2692206;2026-04-16\|15.03\|4.96\|14.31\|15.70\|14.18\|2869165;2026-04-17\|14.77\|-1.73\|14.70\|14.94\|14.25\|2129953;2026-04-20\|15.57\|5.42\|14.89\|15.95\|14.80\|2543360;2026-04-21\|16.26\|4.43\|15.57\|16.34\|15.06\|2816672;2026-04-22\|15.82\|-2.71\|15.46\|16.65\|15.32\|2336828;2026-04-23\|15.15\|-4.24\|15.05\|15.95\|14.80\|2193242;2026-04-24\|14.18\|-6.40\|15.15\|15.97\|14.00\|2046428;2026-04-27\|14.94\|5.36\|13.88\|15.27\|13.88\|1894745;2026-04-28\|15.26\|2.14\|14.65\|15.95\|14.20\|2492496;2026-04-29\|15.20\|-0.39\|14.85\|15.76\|14.64\|1961226;2026-04-30\|15.85\|4.28\|15.20\|16.16\|14.79\|2646985;2026-05-06\|16.73\|5.55\|16.00\|17.44\|16.00\|2975058;2026-05-07\|17.32\|3.53\|16.99\|17.39\|16.50\|2561849;2026-05-08\|17.90\|3.35\|17.00\|18.75\|16.79\|2571445;2026-05-11\|17.90\|0.00\|18.26\|18.50\|17.57\|2195149;2026-05-12\|16.87\|-5.75\|17.95\|17.99\|16.66\|1986380;2026-05-13\|18.07\|7.11\|17.00\|18.56\|16.56\|2581528;2026-05-14\|16.57\|-8.30\|18.03\|18.38\|16.50\|2019070;2026-05-15\|16.87\|1.81\|16.45\|17.40\|16.09\|1541684;2026-05-18\|18.56\|10.02\|17.21\|18.56\|16.85\|2148480;2026-05-19\|17.99\|-3.07\|19.10\|19.99\|17.56\|3055659;2026-05-20\|17.60\|-2.17\|17.91\|17.97\|16.92\|1714380;2026-05-21\|18.13\|3.01\|17.80\|18.16\|16.89\|2111880;2026-05-22\|19.29\|6.40\|17.75\|19.30\|17.42\|2378187;2026-05-25\|19.27\|-0.10\|19.30\|20.77\|18.80\|2694352;2026-05-26\|20.08\|4.20\|18.80\|20.49\|18.40\|2579356;2026-05-27\|21.39\|6.52\|19.80\|22.00\|19.39\|2771988;2026-05-28\|23.53\|10.00\|20.90\|23.53\|20.78\|2523393;2026-05-29\|21.18\|-9.99\|21.18\|22.00\|21.18\|921257;2026-06-01\|19.06\|-10.01\|19.06\|19.06\|19.06\|81028;2026-06-02\|17.15\|-10.02\|17.15\|18.14\|17.15\|2883838;2026-06-03\|16.91\|-1.40\|16.45\|17.86\|16.40\|2894787;2026-06-04\|15.57\|-7.92\|16.55\|16.80\|15.47\|2499330;2026-06-05\|16.49\|5.91\|15.88\|16.60\|14.85\|2786850;2026-06-08\|15.15\|-8.13\|15.51\|16.16\|14.84\|2094574;2026-06-09\|14.48\|-4.36\|15.00\|15.14\|14.04\|1914876;2026-06-10\|13.74\|-5.11\|14.42\|14.63\|13.60\|1588506;2026-06-11\|13.86\|0.87\|13.70\|14.35\|13.27\|1655612;2026-06-12\|13.51\|-2.53\|14.01\|14.44\|13.42\|1651897;2026-06-15\|13.95\|3.26\|13.57\|14.02\|13.16\|1420778;2026-06-16\|14.34\|2.80\|14.30\|14.97\|14.18\|1884001;2026-06-17\|15.77\|9.97\|14.34\|15.77\|14.27\|1620335;2026-06-18\|14.97\|-5.07\|16.00\|16.00\|14.70\|2191187;2026-06-22\|13.94\|-6.88\|14.80\|14.95\|13.68\|1913801;2026-06-23\|12.87\|-7.68\|13.87\|13.92\|12.86\|1570443;2026-06-24\|12.72\|-1.17\|12.90\|13.01\|12.35\|1200726;2026-06-25\|12.26\|-3.62\|12.70\|12.72\|12.11\|1217590;2026-06-26\|12.08\|-1.47\|12.30\|12.58\|11.97\|1253760;2026-06-29\|11.87\|-1.74\|11.99\|12.29\|11.66\|960161;2026-06-30\|12.28\|3.45\|12.00\|12.45\|11.67\|1041685;2026-07-01\|12.44\|1.30\|12.30\|12.63\|12.18\|977371;2026-07-02\|11.66\|-6.27\|12.12\|12.39\|11.64\|1035046;2026-07-03\|12.30\|5.49\|12.10\|12.83\|12.00\|2064453;2026-07-06\|11.07\|-10.00\|11.88\|12.30\|11.07\|1426839;2026-07-07\|10.45\|-5.60\|10.78\|11.05\|10.36\|1161345;2026-07-08\|9.94\|-4.88\|10.45\|10.53\|9.93\|831601;2026-07-09\|10.28\|3.42\|10.07\|10.29\|9.62\|857550;2026-07-10\|10.61\|3.21\|10.25\|11.29\|10.15\|1490343;2026-07-13\|9.55\|-9.99\|10.49\|10.49\|9.55\|900581;2026-07-14\|9.55\|0.00\|9.28\|9.57\|8.90\|1031425;2026-07-15\|9.33\|-2.30\|9.63\|9.74\|9.28\|672193;2026-07-16\|8.93\|-4.29\|9.17\|9.40\|8.87\|622619;2026-07-17\|8.26\|-7.50\|8.92\|8.92\|8.09\|768742
109978		商业航天+稀有金属+国企+章建平新进行业原因：美伊局势缓和推升有色及贵金属价格。据央视新闻，当地时间5月5日傍晚，美国总统特朗普在社交媒体上发文表示，美国在与伊朗达成一项全面且最终的协议方面已取得重大进展，双方现已达成共识。公司原因： 1、据2026年4月28日年报，公司航天用铌合金、W-Cu、TZM合金制品为“长征”“天宫”及探月、探火工程配套，航空航天用宽幅细晶钛合金薄板已在多型号批量应用。 2、据2026年4月28日年报，公司掌握核电凝汽器复合材料、核级银合金控制棒等核心技术，是国内唯一合格供应方，并应用于“华龙一号”。 3、据21世纪经济报道2026年4月29日报道，超级牛散章建平一季度新进持有西部材料。 4、据2026年4月28日年报，公司最终控制人为陕西省财政厅，属国有企业。	公司生产航空发动机用材料，子公司天力公司生产卫星过渡接头及航空用材料，超级牛散章建平新进成为公司第四大流通股东	2026-03-10\|48.96\|2.86\|48.42\|49.81\|47.80\|489623;2026-03-11\|49.45\|1.00\|49.54\|51.45\|49.12\|612603;2026-03-12\|46.87\|-5.22\|49.00\|49.40\|46.80\|478921;2026-03-13\|43.53\|-7.13\|45.75\|46.31\|43.22\|465677;2026-03-16\|44.69\|2.66\|43.53\|44.70\|41.96\|377971;2026-03-17\|44.04\|-1.45\|44.69\|44.86\|42.13\|377509;2026-03-18\|45.33\|2.93\|44.11\|46.00\|43.58\|451823;2026-03-19\|44.00\|-2.93\|43.60\|45.86\|43.00\|398280;2026-03-20\|43.23\|-1.75\|44.11\|45.30\|43.00\|351182;2026-03-23\|42.09\|-2.64\|41.97\|44.49\|41.39\|362375;2026-03-24\|41.58\|-1.21\|42.85\|43.24\|39.92\|400627;2026-03-25\|42.49\|2.19\|42.89\|43.66\|42.31\|462198;2026-03-26\|46.74\|10.00\|43.74\|46.74\|42.41\|946932;2026-03-27\|49.45\|5.80\|44.50\|51.41\|43.90\|1224877;2026-03-30\|53.15\|7.48\|48.35\|54.40\|48.00\|1073034;2026-03-31\|51.54\|-3.03\|52.50\|56.00\|51.08\|1076046;2026-04-01\|50.06\|-2.87\|51.55\|52.06\|48.15\|865685;2026-04-02\|49.15\|-1.82\|49.66\|51.41\|48.60\|503578;2026-04-03\|47.10\|-4.17\|49.80\|49.88\|46.90\|508173;2026-04-07\|45.38\|-3.65\|47.50\|47.50\|44.59\|599755;2026-04-08\|48.19\|6.19\|46.25\|48.24\|46.00\|591317;2026-04-09\|46.59\|-3.32\|47.00\|47.47\|46.11\|389994;2026-04-10\|45.65\|-2.02\|46.61\|47.30\|45.52\|395504;2026-04-13\|45.45\|-0.44\|45.51\|46.69\|45.14\|335214;2026-04-14\|50.00\|10.01\|46.24\|50.00\|44.61\|708170;2026-04-15\|53.65\|7.30\|52.00\|55.00\|51.21\|1300750;2026-04-16\|53.64\|-0.02\|53.04\|54.48\|52.24\|888537;2026-04-17\|54.80\|2.16\|53.11\|55.47\|53.09\|838090;2026-04-20\|60.28\|10.00\|54.81\|60.28\|54.32\|826012;2026-04-21\|61.33\|1.74\|62.79\|63.75\|59.20\|1132047;2026-04-22\|64.10\|4.52\|59.01\|65.54\|59.01\|965770;2026-04-23\|64.33\|0.36\|63.98\|66.91\|61.81\|1002818;2026-04-24\|57.90\|-10.00\|62.67\|63.00\|57.90\|993395;2026-04-27\|57.88\|-0.03\|57.40\|59.20\|56.60\|667142;2026-04-28\|56.60\|-2.21\|56.10\|58.80\|55.00\|799713;2026-04-29\|57.74\|2.01\|56.59\|58.80\|56.00\|608192;2026-04-30\|63.51\|9.99\|57.46\|63.51\|57.46\|764253;2026-05-06\|69.86\|10.00\|65.42\|69.86\|65.02\|683660;2026-05-07\|73.47\|5.17\|71.00\|74.60\|70.18\|1144573;2026-05-08\|72.44\|-1.40\|72.78\|74.48\|72.00\|939682;2026-05-11\|75.44\|4.14\|73.80\|76.48\|72.58\|841422;2026-05-12\|74.34\|-1.46\|75.46\|78.87\|72.55\|831682;2026-05-13\|74.96\|0.83\|74.00\|77.20\|71.10\|810978;2026-05-14\|69.00\|-7.95\|74.96\|76.38\|68.74\|714205;2026-05-15\|69.02\|0.03\|71.00\|71.80\|67.12\|608113;2026-05-18\|73.90\|7.07\|70.50\|75.92\|69.02\|986268;2026-05-19\|68.24\|-7.66\|73.95\|75.83\|67.57\|880537;2026-05-20\|69.09\|1.25\|66.82\|69.47\|65.77\|613814;2026-05-21\|70.15\|1.53\|68.98\|71.34\|66.62\|696405;2026-05-22\|72.12\|2.81\|68.18\|72.84\|67.00\|757583;2026-05-25\|69.98\|-2.97\|73.98\|73.98\|69.00\|675765;2026-05-26\|63.60\|-9.12\|68.06\|68.08\|62.98\|728128;2026-05-27\|65.60\|3.14\|63.99\|66.12\|59.60\|771549;2026-05-28\|66.31\|1.08\|64.29\|67.36\|62.62\|581926;2026-05-29\|60.06\|-9.43\|64.08\|65.00\|59.68\|594019;2026-06-01\|56.65\|-5.68\|59.00\|61.17\|56.64\|399285;2026-06-02\|58.70\|3.62\|57.00\|58.99\|54.51\|514691;2026-06-03\|61.70\|5.11\|58.32\|62.88\|57.44\|640459;2026-06-04\|62.51\|1.31\|60.52\|63.45\|59.75\|510427;2026-06-05\|65.00\|3.98\|63.80\|66.00\|61.70\|654795;2026-06-08\|63.38\|-2.49\|61.50\|66.66\|61.50\|563923;2026-06-09\|60.24\|-4.95\|62.29\|63.02\|58.81\|513661;2026-06-10\|56.96\|-5.44\|59.67\|60.98\|56.65\|401327;2026-06-11\|61.89\|8.66\|56.63\|62.59\|55.88\|597413;2026-06-12\|59.80\|-3.38\|62.50\|64.29\|59.80\|619127;2026-06-15\|59.80\|0.00\|57.53\|61.00\|55.88\|570156;2026-06-16\|58.83\|-1.62\|61.01\|61.86\|58.82\|613743;2026-06-17\|60.05\|2.07\|58.00\|61.80\|58.00\|616550;2026-06-18\|57.30\|-4.58\|58.20\|59.18\|56.36\|625260;2026-06-22\|54.61\|-4.69\|56.66\|56.66\|53.10\|622359;2026-06-23\|49.15\|-10.00\|52.88\|53.06\|49.15\|602357;2026-06-24\|49.73\|1.18\|48.60\|50.52\|47.25\|523770;2026-06-25\|49.05\|-1.37\|48.80\|49.98\|47.81\|425637;2026-06-26\|50.02\|1.98\|49.31\|51.50\|47.40\|664049;2026-06-29\|51.63\|3.22\|49.90\|53.52\|49.55\|589694;2026-06-30\|54.01\|4.61\|51.96\|55.00\|50.88\|564237;2026-07-01\|51.23\|-5.15\|53.30\|54.50\|51.00\|539939;2026-07-02\|48.33\|-5.66\|50.01\|50.89\|48.21\|398338;2026-07-03\|49.45\|2.32\|49.27\|50.56\|48.22\|365446;2026-07-06\|44.51\|-9.99\|49.88\|50.12\|44.51\|462888;2026-07-07\|42.89\|-3.64\|44.12\|45.19\|42.64\|297239;2026-07-08\|41.24\|-3.85\|43.00\|43.20\|41.22\|253284;2026-07-09\|42.62\|3.35\|41.67\|42.66\|39.80\|283333;2026-07-10\|45.20\|6.30\|42.29\|46.77\|41.72\|728377;2026-07-13\|40.68\|-10.00\|44.75\|44.75\|40.68\|318970;2026-07-14\|38.54\|-5.26\|38.60\|39.23\|36.63\|507321;2026-07-15\|38.03\|-1.32\|38.55\|39.45\|37.90\|284423;2026-07-16\|36.22\|-4.76\|37.06\|38.21\|36.01\|252949;2026-07-17\|33.54\|-7.40\|36.13\|36.21\|32.90\|306609
109977		涨停揭秘：航天复合材料+业绩高增+太空计算概念；涨停缘由：控股子公司杭州轻云专注航天先进复合材料研发生产，一季度净利增78.03%，英伟达发布‘太空计算’平台强化算力基建逻辑；资金逻辑：机构资金主导拉升，叠加航天主题热度升温及一季报高增长验证；风险提示：复合材料量产进度低于预期，下游客户集中度较高	控股子公司杭州轻云将主要负责航空、航天先进复合材料的研发、生产；一季度净利润同比增长78.03%	2026-03-10\|52.00\|1.56\|50.70\|52.58\|50.63\|26456;2026-03-11\|50.41\|-3.06\|51.55\|52.33\|50.05\|27647;2026-03-12\|49.17\|-2.46\|50.44\|50.67\|49.00\|20428;2026-03-13\|48.11\|-2.16\|49.16\|49.37\|48.01\|14083;2026-03-16\|48.45\|0.71\|48.23\|48.65\|47.25\|13736;2026-03-17\|47.26\|-2.46\|48.50\|48.90\|47.01\|10108;2026-03-18\|48.01\|1.59\|47.39\|48.14\|47.13\|11284;2026-03-19\|46.10\|-3.98\|47.64\|47.80\|45.70\|15227;2026-03-20\|44.99\|-2.41\|46.50\|47.28\|44.92\|13659;2026-03-23\|41.80\|-7.09\|44.68\|44.68\|41.45\|22999;2026-03-24\|43.25\|3.47\|42.59\|43.60\|42.12\|25758;2026-03-25\|47.58\|10.01\|43.27\|47.58\|43.27\|26313;2026-03-26\|49.36\|3.74\|48.69\|49.80\|47.69\|63938;2026-03-27\|47.85\|-3.06\|48.80\|48.80\|46.51\|40476;2026-03-30\|47.27\|-1.21\|46.94\|48.55\|46.61\|33144;2026-03-31\|47.35\|0.17\|47.30\|49.44\|47.06\|41516;2026-04-01\|47.39\|0.08\|48.07\|48.90\|47.12\|30021;2026-04-02\|47.59\|0.42\|47.16\|48.12\|46.67\|24643;2026-04-03\|46.57\|-2.14\|47.54\|48.33\|46.50\|25395;2026-04-07\|46.16\|-0.88\|46.55\|47.49\|46.00\|20599;2026-04-08\|48.99\|6.13\|46.79\|48.99\|46.58\|30747;2026-04-09\|49.65\|1.35\|48.55\|49.96\|47.38\|29898;2026-04-10\|49.33\|-0.64\|49.66\|50.38\|49.07\|23566;2026-04-13\|50.20\|1.76\|49.73\|50.98\|49.20\|28361;2026-04-14\|49.05\|-2.29\|50.81\|50.81\|48.00\|42263;2026-04-15\|48.66\|-0.80\|50.00\|50.68\|48.30\|34803;2026-04-16\|48.77\|0.23\|48.69\|48.96\|48.08\|19372;2026-04-17\|49.23\|0.94\|48.37\|49.92\|48.32\|22638;2026-04-20\|50.64\|2.86\|49.24\|50.89\|49.10\|35059;2026-04-21\|50.67\|0.06\|50.50\|51.10\|49.77\|27359;2026-04-22\|51.73\|2.09\|50.43\|52.80\|50.20\|39924;2026-04-23\|50.19\|-2.98\|51.48\|51.87\|49.83\|25996;2026-04-24\|49.78\|-0.82\|50.17\|51.00\|49.13\|17621;2026-04-27\|48.91\|-1.75\|49.88\|50.08\|48.00\|24220;2026-04-28\|47.32\|-3.25\|48.99\|49.08\|46.71\|24295;2026-04-29\|47.18\|-0.30\|47.05\|47.88\|46.91\|19403;2026-04-30\|51.90\|10.00\|51.00\|51.90\|50.58\|27628;2026-05-06\|57.09\|10.00\|54.50\|57.09\|54.00\|47264;2026-05-07\|59.97\|5.04\|56.65\|61.78\|55.60\|105563;2026-05-08\|60.70\|1.22\|59.27\|61.32\|56.88\|76762;2026-05-11\|62.36\|2.73\|60.74\|63.57\|59.66\|68669;2026-05-12\|59.44\|-4.68\|61.79\|62.25\|59.20\|49154;2026-05-13\|61.42\|3.33\|59.99\|62.68\|59.32\|60427;2026-05-14\|59.62\|-2.93\|61.22\|63.11\|59.62\|36209;2026-05-15\|59.03\|-0.99\|59.62\|59.70\|57.28\|35841;2026-05-18\|58.05\|-1.66\|59.10\|59.26\|56.86\|31207;2026-05-19\|57.79\|-0.45\|57.97\|58.00\|55.70\|27427;2026-05-20\|43.02\|5.00\|40.80\|43.38\|40.40\|61833;2026-05-21\|41.49\|-3.56\|43.23\|44.20\|41.35\|52717;2026-05-22\|41.53\|0.10\|41.46\|42.50\|40.86\|35622;2026-05-25\|41.30\|-0.55\|41.25\|41.83\|40.10\|32914;2026-05-26\|38.44\|-6.92\|41.28\|41.28\|37.69\|57254;2026-05-27\|37.69\|-1.95\|38.38\|39.16\|37.26\|38666;2026-05-28\|38.50\|2.15\|37.51\|39.01\|36.94\|30160;2026-05-29\|36.71\|-4.65\|38.56\|38.56\|36.45\|33340;2026-06-01\|36.18\|-1.44\|36.50\|37.19\|35.89\|26375;2026-06-02\|36.12\|-0.17\|36.40\|36.95\|35.66\|23157;2026-06-03\|36.01\|-0.30\|36.11\|36.46\|35.50\|20138;2026-06-04\|35.05\|-2.67\|35.90\|35.95\|34.78\|21274;2026-06-05\|35.28\|0.66\|35.00\|35.56\|34.46\|24616;2026-06-08\|32.74\|-7.20\|34.05\|34.82\|32.51\|30056;2026-06-09\|33.51\|2.35\|33.19\|33.74\|32.80\|23502;2026-06-10\|36.86\|10.00\|33.22\|36.86\|33.00\|53217;2026-06-11\|36.82\|-0.11\|36.88\|37.37\|35.70\|58653;2026-06-12\|37.90\|2.93\|36.85\|38.96\|36.60\|54310;2026-06-15\|38.35\|1.19\|37.77\|38.55\|36.89\|44082;2026-06-16\|37.34\|-2.63\|38.10\|38.75\|37.12\|35884;2026-06-17\|37.13\|-0.56\|37.02\|37.99\|36.70\|30357;2026-06-18\|37.45\|0.86\|36.76\|37.65\|36.26\|36828;2026-06-22\|36.50\|-2.54\|37.02\|37.20\|34.97\|42504;2026-06-23\|36.20\|-0.82\|36.20\|37.25\|35.82\|28025;2026-06-24\|35.71\|-1.35\|35.85\|36.27\|35.03\|23816;2026-06-25\|34.82\|-2.49\|35.98\|35.98\|34.65\|28331;2026-06-26\|33.88\|-2.70\|34.53\|34.65\|33.52\|28744;2026-06-29\|32.11\|-5.22\|33.76\|34.33\|31.19\|43438;2026-06-30\|32.98\|2.71\|32.23\|33.20\|31.72\|24597;2026-07-01\|32.71\|-0.82\|32.81\|33.50\|32.60\|21570;2026-07-02\|32.95\|0.73\|32.59\|33.84\|32.10\|26761;2026-07-03\|33.61\|2.00\|33.19\|34.82\|32.84\|24770;2026-07-06\|32.54\|-3.18\|33.65\|34.47\|32.51\|21448;2026-07-07\|31.08\|-4.49\|32.54\|32.90\|30.94\|25303;2026-07-08\|31.48\|1.29\|31.19\|31.89\|30.34\|25532;2026-07-09\|30.75\|-2.32\|31.48\|31.70\|29.60\|24612;2026-07-10\|31.25\|1.63\|30.70\|32.52\|30.40\|34763;2026-07-13\|28.72\|-8.10\|31.20\|31.20\|28.65\|32156;2026-07-14\|29.02\|1.04\|28.72\|29.08\|28.00\|22851;2026-07-15\|26.86\|-7.44\|27.50\|27.78\|26.66\|40084;2026-07-16\|26.19\|-2.49\|26.70\|27.20\|26.00\|32678;2026-07-17\|24.80\|-5.31\|26.45\|26.55\|24.54\|34538
109976		磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求； 2、公司磷化铟晶片产能为15万片/年（2—4英寸）	2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939
109975		半导体洁净室+海外EPC+城市更新行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月29日年报，公司洁净室业务已覆盖半导体、新能源、生物医药等高端制造领域，具备GC2及医疗器械经营许可，提供设计、施工、运维一体化EPC服务，代表项目包括南京集成电路产业服务中心、杰华特微电子芯片项目等。 2、据2026年4月29日年报及董事会工作报告，公司2026年聚焦海外酒店、城市更新、医疗洁净三大赛道，依托装配式装修与HBA设计品牌加速东南亚等“一带一路”市场布局，计划3-5年确立区域龙头优势。 3、据2026年4月29日年报，公司多年蝉联中国建筑装饰行业装饰、设计双第一，累计鲁班奖144项，具备全产业链与数字化管理优势，为高端公共建筑、交通枢纽、产业园区提供全周期服务。	公司曾中标海南商业航天发射场项目，目前该工程已完工并投入使用，已为多次卫星发射任务提供稳定保障	2026-03-10\|3.59\|0.56\|3.59\|3.62\|3.57\|233272;2026-03-11\|3.63\|1.11\|3.58\|3.64\|3.54\|277959;2026-03-12\|3.64\|0.28\|3.64\|3.66\|3.61\|264042;2026-03-13\|3.64\|0.00\|3.63\|3.70\|3.63\|276762;2026-03-16\|3.60\|-1.10\|3.64\|3.68\|3.58\|275804;2026-03-17\|3.58\|-0.56\|3.60\|3.66\|3.57\|217305;2026-03-18\|3.53\|-1.40\|3.59\|3.60\|3.50\|277203;2026-03-19\|3.45\|-2.27\|3.51\|3.53\|3.43\|283685;2026-03-20\|3.38\|-2.03\|3.45\|3.48\|3.38\|244662;2026-03-23\|3.19\|-5.62\|3.34\|3.35\|3.16\|405273;2026-03-24\|3.30\|3.45\|3.25\|3.31\|3.18\|275357;2026-03-25\|3.35\|1.52\|3.30\|3.38\|3.28\|247482;2026-03-26\|3.31\|-1.19\|3.35\|3.40\|3.30\|258984;2026-03-27\|3.33\|0.60\|3.29\|3.35\|3.28\|197454;2026-03-30\|3.37\|1.20\|3.29\|3.38\|3.26\|231720;2026-03-31\|3.36\|-0.30\|3.37\|3.43\|3.35\|186294;2026-04-01\|3.40\|1.19\|3.40\|3.42\|3.36\|184702;2026-04-02\|3.37\|-0.88\|3.40\|3.41\|3.34\|159604;2026-04-03\|3.27\|-2.97\|3.37\|3.37\|3.26\|181031;2026-04-07\|3.31\|1.22\|3.27\|3.33\|3.26\|120400;2026-04-08\|3.41\|3.02\|3.37\|3.41\|3.34\|217453;2026-04-09\|3.33\|-2.35\|3.39\|3.40\|3.33\|172134;2026-04-10\|3.35\|0.60\|3.36\|3.40\|3.35\|157867;2026-04-13\|3.36\|0.30\|3.34\|3.37\|3.32\|140858;2026-04-14\|3.35\|-0.30\|3.37\|3.39\|3.31\|161324;2026-04-15\|3.37\|0.60\|3.36\|3.38\|3.34\|183306;2026-04-16\|3.37\|0.00\|3.36\|3.38\|3.33\|179881;2026-04-17\|3.71\|10.09\|3.45\|3.71\|3.45\|732967;2026-04-20\|4.08\|9.97\|3.74\|4.08\|3.68\|1934022;2026-04-21\|4.49\|10.05\|4.41\|4.49\|4.33\|1195575;2026-04-22\|4.94\|10.02\|4.94\|4.94\|4.94\|613311;2026-04-23\|5.43\|9.92\|5.43\|5.43\|5.25\|3306621;2026-04-24\|4.89\|-9.94\|5.45\|5.46\|4.89\|4835213;2026-04-27\|4.43\|-9.41\|4.52\|4.83\|4.40\|3794102;2026-04-28\|4.87\|9.93\|4.47\|4.87\|4.40\|4715633;2026-04-29\|5.36\|10.06\|4.80\|5.36\|4.80\|3140497;2026-04-30\|5.90\|10.07\|5.17\|5.90\|5.07\|5756925;2026-05-06\|6.49\|10.00\|6.28\|6.49\|6.15\|2702072;2026-05-07\|7.14\|10.02\|6.96\|7.14\|6.80\|4420756;2026-05-08\|6.80\|-4.76\|6.43\|7.18\|6.43\|5760911;2026-05-11\|7.25\|6.62\|6.97\|7.48\|6.78\|5811511;2026-05-12\|7.98\|10.07\|7.43\|7.98\|7.25\|5535447;2026-05-13\|7.88\|-1.25\|8.05\|8.46\|7.60\|6453156;2026-05-14\|7.93\|0.63\|7.61\|8.03\|7.21\|5060659;2026-05-15\|7.85\|-1.01\|7.69\|8.60\|7.41\|5458549;2026-05-18\|7.07\|-9.94\|7.07\|7.48\|7.07\|3407927;2026-05-19\|6.90\|-2.40\|6.75\|7.33\|6.46\|4622381;2026-05-20\|6.21\|-10.00\|6.91\|7.04\|6.21\|4149201;2026-05-21\|5.71\|-8.05\|6.12\|6.30\|5.67\|4477971;2026-05-22\|5.94\|4.03\|5.83\|5.96\|5.63\|2837014;2026-05-25\|5.89\|-0.84\|5.94\|6.10\|5.69\|3248463;2026-05-26\|5.54\|-5.94\|5.75\|5.80\|5.45\|2729892;2026-05-27\|5.46\|-1.44\|5.56\|5.63\|5.29\|2434259;2026-05-28\|5.60\|2.56\|5.49\|5.74\|5.39\|2494583;2026-05-29\|6.16\|10.00\|5.70\|6.16\|5.55\|3635798;2026-06-01\|6.78\|10.06\|6.29\|6.78\|6.17\|6334938;2026-06-02\|6.85\|1.03\|7.00\|7.43\|6.70\|7063269;2026-06-03\|6.65\|-2.92\|6.80\|7.03\|6.41\|5321295;2026-06-04\|6.18\|-7.07\|6.50\|6.52\|6.00\|4208719;2026-06-05\|5.78\|-4.46\|6.11\|6.38\|5.72\|3145727;2026-06-08\|5.43\|-6.06\|5.72\|5.88\|5.32\|2487996;2026-06-09\|5.40\|-0.55\|5.61\|5.63\|5.24\|1860278;2026-06-10\|5.94\|10.00\|5.33\|5.94\|5.29\|1470690;2026-06-11\|5.35\|-9.93\|5.92\|5.92\|5.35\|3165728;2026-06-12\|5.03\|-5.98\|5.30\|5.32\|5.01\|2633691;2026-06-15\|5.12\|1.79\|5.10\|5.22\|4.98\|1703494;2026-06-16\|4.97\|-2.93\|5.06\|5.13\|4.90\|1576152;2026-06-17\|4.77\|-4.02\|4.92\|4.94\|4.71\|1692528;2026-06-18\|4.80\|0.63\|4.76\|4.84\|4.66\|1698153;2026-06-22\|4.72\|-1.67\|4.79\|4.82\|4.57\|1514227;2026-06-23\|4.59\|-2.75\|4.69\|4.90\|4.57\|1287880;2026-06-24\|4.60\|0.22\|4.60\|4.63\|4.48\|1345182;2026-06-25\|4.87\|5.87\|4.60\|5.05\|4.57\|4026663;2026-06-26\|4.46\|-8.42\|4.68\|4.73\|4.44\|2457410;2026-06-29\|4.46\|0.00\|4.39\|4.49\|4.32\|1804701;2026-06-30\|4.33\|-2.91\|4.40\|4.45\|4.29\|1383701;2026-07-01\|4.44\|2.54\|4.30\|4.47\|4.27\|1417275;2026-07-02\|4.46\|0.45\|4.36\|4.57\|4.34\|1479402;2026-07-03\|4.38\|-1.79\|4.46\|4.55\|4.37\|1062643;2026-07-06\|4.16\|-5.02\|4.37\|4.41\|4.16\|1198905;2026-07-07\|4.05\|-2.64\|4.17\|4.20\|4.04\|848012;2026-07-08\|3.93\|-2.96\|4.05\|4.06\|3.92\|874498;2026-07-09\|4.02\|2.29\|3.91\|4.03\|3.86\|961451;2026-07-10\|4.08\|1.49\|4.00\|4.18\|3.95\|1094894;2026-07-13\|3.77\|-7.60\|4.05\|4.08\|3.76\|1067118;2026-07-14\|3.84\|1.86\|3.81\|3.85\|3.71\|810950;2026-07-15\|3.90\|1.56\|3.84\|3.98\|3.83\|862805;2026-07-16\|3.79\|-2.82\|3.88\|3.88\|3.75\|810237;2026-07-17\|3.58\|-5.54\|3.79\|3.84\|3.55\|832201
109974		人形机器人+腱绳+胎圈钢丝+商业航天行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年4月23日公司官微，公司全资子公司山东大业机器人科技有限公司与北京邮电大学就人形机器人腱绳材料与感知功能探索签订开发服务协议，推进腱绳产品研发并小批量送样；据2025年12月30日公告，公司机器人腱绳产品已小批量送样，目前未产生实质性收益。 2、据2026年4月23日年报，公司主营胎圈钢丝、钢帘线及胶管钢丝，是国内规模最大的胎圈钢丝制造企业，完成对胜通钢帘线的收购后，跻身国内外钢帘线核心供应商行列。 3、据2026年1月1日公告，公司持有湖北三江航天江北机械工程有限公司4.216%的股权，该公司主要从事航天动力系统等研发生产，属于财务性投资，对公司业绩影响甚微。	1、公司投资联营企业湖北三江航天江北机械工程主要从事航天动力系统、天线罩等航天型号产品及特种压力容器产品、高端机电成套装备、先进激光应用设备等民用产品； 2、公司人形机器人灵巧手用钢丝尚处于市场调研和研究开发阶段	2026-03-10\|11.89\|1.71\|11.79\|11.94\|11.77\|64240;2026-03-11\|11.73\|-1.35\|11.93\|12.00\|11.68\|56152;2026-03-12\|11.51\|-1.88\|11.73\|11.75\|11.47\|65780;2026-03-13\|11.38\|-1.13\|11.42\|11.60\|11.35\|66821;2026-03-16\|11.47\|0.79\|11.30\|11.53\|11.30\|57332;2026-03-17\|11.23\|-2.09\|11.43\|11.57\|11.23\|55266;2026-03-18\|11.42\|1.69\|11.23\|11.44\|11.16\|57326;2026-03-19\|11.12\|-2.63\|11.30\|11.34\|11.05\|65691;2026-03-20\|10.83\|-2.61\|11.14\|11.21\|10.83\|63472;2026-03-23\|10.30\|-4.89\|10.73\|10.80\|10.20\|101430;2026-03-24\|10.70\|3.88\|10.51\|10.73\|10.31\|92643;2026-03-25\|10.87\|1.59\|10.77\|10.89\|10.73\|67161;2026-03-26\|10.68\|-1.75\|10.98\|11.00\|10.61\|58464;2026-03-27\|10.81\|1.22\|10.55\|10.81\|10.54\|49272;2026-03-30\|10.99\|1.67\|10.71\|11.10\|10.69\|79060;2026-03-31\|10.94\|-0.46\|10.98\|11.25\|10.93\|76173;2026-04-01\|11.00\|0.55\|10.94\|11.11\|10.81\|60612;2026-04-02\|10.81\|-1.73\|10.91\|11.02\|10.72\|48504;2026-04-03\|10.49\|-2.96\|10.82\|10.85\|10.44\|43402;2026-04-07\|10.59\|0.95\|10.49\|10.70\|10.47\|49361;2026-04-08\|10.99\|3.78\|10.79\|10.99\|10.78\|74226;2026-04-09\|10.71\|-2.55\|10.90\|10.90\|10.68\|60136;2026-04-10\|10.79\|0.75\|10.73\|11.01\|10.73\|63247;2026-04-13\|10.80\|0.09\|10.70\|10.87\|10.70\|43481;2026-04-14\|10.90\|0.93\|10.87\|10.91\|10.70\|73450;2026-04-15\|10.83\|-0.64\|10.99\|11.04\|10.83\|66645;2026-04-16\|10.92\|0.83\|10.84\|11.00\|10.83\|54079;2026-04-17\|12.01\|9.98\|10.95\|12.01\|10.95\|273768;2026-04-20\|12.65\|5.33\|12.29\|12.95\|12.12\|708987;2026-04-21\|13.24\|4.66\|12.32\|13.91\|12.31\|677309;2026-04-22\|12.82\|-3.17\|12.80\|13.09\|12.50\|467928;2026-04-23\|13.20\|2.96\|12.70\|13.40\|12.38\|542123;2026-04-24\|12.45\|-5.68\|12.82\|12.88\|12.30\|361623;2026-04-27\|11.91\|-4.34\|12.26\|12.30\|11.75\|280265;2026-04-28\|11.44\|-3.95\|12.00\|12.04\|11.36\|211701;2026-04-29\|11.64\|1.75\|11.44\|11.87\|11.30\|183093;2026-04-30\|11.20\|-3.78\|11.10\|11.39\|10.82\|243855;2026-05-06\|12.32\|10.00\|11.34\|12.32\|11.29\|187425;2026-05-07\|13.55\|9.98\|12.41\|13.55\|12.21\|412111;2026-05-08\|14.91\|10.04\|14.00\|14.91\|13.41\|616436;2026-05-11\|15.35\|2.95\|16.39\|16.40\|14.42\|1140495;2026-05-12\|15.78\|2.80\|14.90\|16.21\|14.28\|971084;2026-05-13\|15.29\|-3.11\|15.16\|16.11\|14.61\|704713;2026-05-14\|15.42\|0.85\|15.00\|16.82\|14.82\|967996;2026-05-15\|16.96\|9.99\|14.80\|16.96\|14.80\|763539;2026-05-18\|17.07\|0.65\|16.85\|18.25\|16.35\|1094444;2026-05-19\|16.47\|-3.51\|15.83\|17.49\|15.83\|812637;2026-05-20\|14.82\|-10.02\|16.29\|16.44\|14.82\|571428;2026-05-21\|13.86\|-6.48\|14.50\|14.82\|13.78\|697203;2026-05-22\|14.18\|2.31\|14.05\|14.97\|13.95\|513608;2026-05-25\|13.34\|-5.92\|14.40\|14.52\|13.26\|459718;2026-05-26\|14.14\|6.00\|13.97\|14.67\|13.97\|582690;2026-05-27\|12.73\|-9.97\|13.91\|13.99\|12.73\|447189;2026-05-28\|12.80\|0.55\|12.59\|13.28\|12.42\|471880;2026-05-29\|12.19\|-4.77\|12.83\|12.90\|12.15\|254018;2026-06-01\|12.28\|0.74\|12.13\|12.60\|11.98\|237833;2026-06-02\|12.58\|2.44\|12.48\|12.89\|12.07\|309089;2026-06-03\|12.25\|-2.62\|12.34\|12.68\|12.02\|319596;2026-06-04\|12.41\|1.31\|12.04\|12.62\|11.84\|285066;2026-06-05\|12.85\|3.55\|12.25\|13.20\|11.91\|469554;2026-06-08\|14.14\|10.04\|12.29\|14.14\|12.15\|577955;2026-06-09\|13.51\|-4.46\|14.38\|14.82\|13.41\|698339;2026-06-10\|12.89\|-4.59\|13.45\|13.68\|12.51\|494950;2026-06-11\|12.06\|-6.44\|12.50\|12.77\|11.90\|407562;2026-06-12\|11.83\|-1.91\|12.18\|12.36\|11.62\|349276;2026-06-15\|12.60\|6.51\|11.88\|12.93\|11.88\|342045;2026-06-16\|12.87\|2.14\|12.63\|13.02\|12.40\|279209;2026-06-17\|12.57\|-2.33\|12.65\|13.13\|12.50\|206509;2026-06-18\|12.54\|-0.24\|12.50\|12.77\|12.26\|189549;2026-06-22\|11.98\|-4.47\|12.40\|12.49\|11.55\|260000;2026-06-23\|12.00\|0.17\|11.85\|12.53\|11.70\|224149;2026-06-24\|11.68\|-2.67\|12.02\|12.07\|11.50\|195136;2026-06-25\|11.18\|-4.28\|11.56\|11.67\|11.15\|176918;2026-06-26\|10.81\|-3.31\|11.13\|11.17\|10.77\|147381;2026-06-29\|10.47\|-3.15\|10.69\|10.79\|10.20\|180803;2026-06-30\|10.87\|3.82\|10.55\|10.95\|10.43\|165175;2026-07-01\|11.02\|1.38\|10.97\|11.20\|10.83\|178846;2026-07-02\|11.01\|-0.09\|11.04\|11.77\|10.95\|245054;2026-07-03\|12.11\|9.99\|11.15\|12.11\|11.10\|294425;2026-07-06\|10.90\|-9.99\|12.22\|12.24\|10.90\|373801;2026-07-07\|10.27\|-5.78\|10.90\|11.29\|10.27\|281934;2026-07-08\|9.65\|-6.04\|10.28\|10.28\|9.64\|204441;2026-07-09\|9.57\|-0.83\|9.65\|9.78\|9.23\|153674;2026-07-10\|10.05\|5.02\|9.41\|10.53\|9.41\|302181;2026-07-13\|9.35\|-6.97\|9.95\|9.99\|9.31\|195534;2026-07-14\|9.30\|-0.53\|9.44\|9.46\|8.98\|138071;2026-07-15\|9.34\|0.43\|9.08\|9.52\|9.06\|124960;2026-07-16\|9.26\|-0.86\|9.19\|9.49\|9.18\|122038;2026-07-17\|8.68\|-6.26\|9.14\|9.35\|8.52\|155913
109973		AI服务器测试+MLCC设备+PCB+定增行业原因： 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6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、公司自研液冷散热方案已植入GPU测试设备，面向英伟达、微软、阿里等全球头部服务器厂商供货，并推进从设备向零部件供应的战略转型； 2、公司从2024年下半年与T客户进行机器人业务方面的接触，除了IMU检测设备的供应，在电子皮肤方面也与客户保持紧密探讨	2026-03-10\|77.22\|4.62\|75.64\|78.10\|75.64\|42652;2026-03-11\|77.61\|0.51\|77.00\|81.78\|77.00\|50487;2026-03-12\|78.80\|1.53\|78.28\|79.95\|76.60\|46736;2026-03-13\|75.06\|-4.75\|78.01\|78.49\|75.01\|34763;2026-03-16\|74.34\|-0.96\|74.99\|75.10\|72.72\|29559;2026-03-17\|70.69\|-4.91\|74.98\|75.09\|70.60\|47525;2026-03-18\|74.00\|4.68\|71.06\|74.50\|70.60\|38517;2026-03-19\|72.53\|-1.99\|72.83\|74.32\|72.16\|33167;2026-03-20\|70.61\|-2.65\|73.04\|74.59\|70.61\|31372;2026-03-23\|65.95\|-6.60\|69.00\|69.50\|65.60\|47060;2026-03-24\|68.46\|3.81\|67.71\|68.48\|65.80\|29296;2026-03-25\|71.68\|4.70\|69.47\|72.86\|68.90\|41312;2026-03-26\|70.75\|-1.30\|71.72\|72.35\|70.22\|21545;2026-03-27\|71.66\|1.29\|69.66\|72.85\|68.70\|25672;2026-03-30\|72.10\|0.61\|70.60\|74.04\|70.00\|30224;2026-03-31\|70.20\|-2.64\|72.08\|72.66\|70.11\|30164;2026-04-01\|71.56\|1.94\|72.16\|73.06\|70.68\|30306;2026-04-02\|69.44\|-2.96\|71.20\|71.28\|69.01\|25153;2026-04-03\|69.26\|-0.26\|69.72\|70.38\|69.20\|18741;2026-04-07\|71.82\|3.70\|70.86\|73.00\|70.86\|41467;2026-04-08\|79.00\|10.00\|73.74\|79.00\|73.22\|104622;2026-04-09\|86.90\|10.00\|83.21\|86.90\|81.76\|114849;2026-04-10\|88.63\|1.99\|86.64\|90.67\|86.52\|229108;2026-04-13\|88.26\|-0.42\|88.80\|93.00\|87.03\|132089;2026-04-14\|87.20\|-1.20\|88.29\|88.80\|86.38\|93012;2026-04-15\|86.92\|-0.32\|87.72\|90.87\|86.75\|91552;2026-04-16\|90.88\|4.56\|86.66\|91.66\|86.16\|107134;2026-04-17\|99.97\|10.00\|96.00\|99.97\|91.00\|136934;2026-04-20\|95.10\|-4.87\|98.00\|98.50\|92.33\|162521;2026-04-21\|98.83\|3.92\|93.20\|101.10\|92.21\|156058;2026-04-22\|105.54\|6.79\|98.85\|106.19\|98.85\|124029;2026-04-23\|112.61\|6.70\|106.80\|115.50\|105.00\|148363;2026-04-24\|115.73\|2.77\|112.30\|119.50\|112.30\|158795;2026-04-27\|117.26\|1.32\|118.51\|123.43\|115.00\|144359;2026-04-28\|114.47\|-2.38\|117.29\|119.98\|113.36\|120295;2026-04-29\|110.11\|-3.81\|113.50\|114.47\|107.58\|125121;2026-04-30\|110.38\|0.25\|111.25\|112.86\|107.90\|90732;2026-05-06\|120.46\|9.13\|115.00\|121.42\|113.97\|118752;2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619
109972		液冷服务器+核电冷却塔+订单高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月28日年报，公司数据中心液冷冷却塔已获美国CTI及FM认证，形成三大在研产品矩阵，2025年数据中心、核电在手订单分别达0.81亿元、1.89亿元，同比增长107.06%、452.48%。 2、据2026年4月28日年报，公司冷却塔为数据中心液冷系统一次侧关键设备，适配冷板/浸没式液冷，目标成为液冷数据中心散热核心服务商。 3、据2026年4月29日一季报，公司2026Q1营收3.46亿元、净利2240万元，同比增32.10%、18.26%，业绩延续增长。	公司冷却塔已应用于数据算力中心	2026-03-10\|17.93\|10.00\|16.63\|17.93\|16.43\|386869;2026-03-11\|17.98\|0.28\|18.08\|19.24\|17.86\|625154;2026-03-12\|17.07\|-5.06\|18.00\|18.09\|16.90\|402613;2026-03-13\|16.25\|-4.80\|17.12\|17.28\|16.18\|237138;2026-03-16\|15.68\|-3.51\|16.03\|16.12\|15.36\|187657;2026-03-17\|15.00\|-4.34\|15.81\|15.91\|14.98\|185586;2026-03-18\|15.79\|5.27\|15.00\|16.10\|15.00\|243530;2026-03-19\|15.21\|-3.67\|15.45\|15.98\|15.10\|169629;2026-03-20\|14.50\|-4.67\|15.31\|15.48\|14.40\|162472;2026-03-23\|13.70\|-5.52\|14.10\|14.60\|13.49\|168943;2026-03-24\|14.18\|3.50\|14.02\|14.47\|13.69\|158761;2026-03-25\|14.50\|2.26\|14.28\|14.79\|14.19\|187793;2026-03-26\|13.80\|-4.83\|14.36\|14.40\|13.68\|140012;2026-03-27\|13.91\|0.80\|13.45\|14.05\|13.44\|97000;2026-03-30\|13.75\|-1.15\|13.50\|13.80\|13.28\|99818;2026-03-31\|13.40\|-2.55\|13.71\|13.98\|13.38\|86037;2026-04-01\|13.73\|2.46\|13.67\|13.83\|13.58\|75247;2026-04-02\|13.33\|-2.91\|13.67\|13.85\|13.21\|78069;2026-04-03\|12.93\|-3.00\|13.29\|13.50\|12.80\|99484;2026-04-07\|12.97\|0.31\|12.95\|13.50\|12.89\|123868;2026-04-08\|13.84\|6.71\|13.31\|13.96\|13.31\|177723;2026-04-09\|14.00\|1.16\|13.64\|14.14\|13.49\|134666;2026-04-10\|14.43\|3.07\|14.28\|14.84\|14.06\|196113;2026-04-13\|14.55\|0.83\|14.34\|14.81\|14.26\|142392;2026-04-14\|16.01\|10.03\|14.65\|16.01\|14.52\|288624;2026-04-15\|15.81\|-1.25\|16.60\|16.67\|15.74\|549022;2026-04-16\|15.46\|-2.21\|15.75\|15.85\|15.39\|312417;2026-04-17\|15.68\|1.42\|15.62\|15.98\|15.36\|244711;2026-04-20\|15.94\|1.66\|15.52\|16.31\|15.52\|265243;2026-04-21\|15.63\|-1.94\|15.60\|15.90\|15.50\|188590;2026-04-22\|15.33\|-1.92\|15.65\|15.72\|14.91\|252016;2026-04-23\|15.21\|-0.78\|15.23\|15.78\|15.14\|166426;2026-04-24\|14.72\|-3.22\|15.03\|15.12\|14.60\|130140;2026-04-27\|14.57\|-1.02\|14.73\|14.77\|14.22\|104431;2026-04-28\|14.78\|1.44\|14.70\|15.13\|14.68\|182978;2026-04-29\|14.82\|0.27\|14.75\|14.95\|14.30\|181862;2026-04-30\|14.92\|0.67\|15.03\|15.03\|14.75\|119414;2026-05-06\|16.41\|9.99\|14.93\|16.41\|14.90\|205130;2026-05-07\|17.06\|3.96\|16.96\|17.28\|16.77\|414077;2026-05-08\|16.87\|-1.11\|17.03\|17.12\|16.62\|255944;2026-05-11\|18.56\|10.02\|17.39\|18.56\|17.39\|192809;2026-05-12\|20.42\|10.02\|19.86\|20.42\|19.30\|145176;2026-05-13\|21.20\|3.82\|20.17\|21.50\|19.12\|726756;2026-05-14\|21.09\|-0.52\|20.92\|21.50\|20.59\|409147;2026-05-15\|21.68\|2.80\|21.40\|22.00\|20.73\|385433;2026-05-18\|22.14\|2.12\|20.15\|22.77\|19.95\|385434;2026-05-19\|21.63\|-2.30\|21.88\|22.49\|21.44\|253406;2026-05-20\|22.02\|1.80\|21.60\|22.57\|20.83\|277119;2026-05-21\|21.00\|-4.63\|22.03\|22.98\|20.97\|248003;2026-05-22\|23.10\|10.00\|21.50\|23.10\|21.28\|178020;2026-05-25\|22.61\|-2.12\|23.00\|23.84\|22.28\|297789;2026-05-26\|22.00\|-2.70\|22.28\|22.46\|20.99\|266130;2026-05-27\|22.60\|2.73\|22.44\|23.53\|21.81\|341692;2026-05-28\|22.46\|-0.62\|22.60\|23.58\|22.00\|300290;2026-05-29\|21.57\|-3.96\|21.97\|22.94\|21.01\|300070;2026-06-01\|21.20\|-1.72\|21.58\|23.00\|21.14\|220255;2026-06-02\|21.21\|0.05\|20.92\|21.58\|20.16\|208887;2026-06-03\|21.45\|1.13\|21.21\|22.10\|20.47\|207698;2026-06-04\|21.61\|0.75\|20.50\|21.80\|20.50\|156396;2026-06-05\|21.97\|1.67\|21.62\|22.40\|21.24\|213846;2026-06-08\|21.06\|-4.14\|20.55\|21.99\|20.44\|190155;2026-06-09\|22.96\|9.02\|21.48\|23.17\|21.07\|323472;2026-06-10\|21.51\|-6.32\|22.71\|22.95\|21.47\|239568;2026-06-11\|21.22\|-1.35\|21.29\|22.00\|20.90\|165155;2026-06-12\|22.81\|7.49\|21.56\|23.34\|21.45\|384435;2026-06-15\|24.51\|7.45\|22.59\|24.64\|22.50\|464358;2026-06-16\|23.47\|-4.24\|24.00\|24.99\|23.40\|348371;2026-06-17\|23.53\|0.26\|23.70\|24.88\|22.66\|305176;2026-06-18\|24.28\|3.19\|23.29\|25.88\|23.25\|414328;2026-06-22\|23.51\|-3.17\|24.43\|24.73\|22.35\|345830;2026-06-23\|21.74\|-7.53\|24.15\|24.59\|21.65\|332763;2026-06-24\|21.74\|0.00\|21.21\|22.00\|20.90\|201587;2026-06-25\|22.77\|4.74\|21.25\|23.19\|20.85\|254936;2026-06-26\|22.56\|-0.92\|22.74\|23.30\|21.81\|188710;2026-06-29\|22.61\|0.22\|22.34\|22.79\|21.48\|171148;2026-06-30\|16.47\|2.74\|16.02\|16.58\|15.69\|285860;2026-07-01\|16.40\|-0.42\|16.48\|17.02\|16.30\|282910;2026-07-02\|16.08\|-1.95\|16.00\|17.46\|16.00\|365191;2026-07-03\|15.94\|-0.87\|16.08\|17.45\|15.90\|350022;2026-07-06\|17.53\|9.97\|15.50\|17.53\|15.50\|421294;2026-07-07\|18.15\|3.54\|17.83\|19.27\|17.55\|737284;2026-07-08\|17.29\|-4.74\|18.14\|18.67\|17.27\|509045;2026-07-09\|16.97\|-1.85\|17.44\|17.79\|15.60\|492482;2026-07-10\|16.87\|-0.59\|16.73\|17.54\|16.51\|342972;2026-07-13\|15.18\|-10.02\|16.53\|16.88\|15.18\|285166;2026-07-14\|15.89\|4.68\|15.10\|16.07\|14.63\|292239;2026-07-15\|14.89\|-6.29\|16.03\|16.03\|14.86\|189235;2026-07-16\|14.04\|-5.71\|14.89\|15.05\|13.93\|209510;2026-07-17\|12.75\|-9.19\|14.12\|14.35\|12.64\|256459
109971		液冷技术+算力+家电制冷行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。谷歌将2026年TPU芯片出货量目标上调50%至600万颗，单芯片功耗980W，强制100%液冷散热。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2025年4月25日公告，子公司云创智达与杭州联通签算力服务合同，提供浸没式液冷算力解决方案。 2、据2025年8月28日半年报，公司冷板式、浸没式液冷产品已用于数据中心、储能、充电桩等高散热场景。 3、据2026年4月29日年报，家电制冷管路及配件板块2025年收入超22亿元，客户覆盖海尔、格力、三星等全球龙头。	公司研发设计的浸没式液冷产品主要应用于数据中心散热	2026-03-10\|5.04\|2.86\|4.95\|5.09\|4.95\|807048;2026-03-11\|5.13\|1.79\|5.05\|5.17\|5.00\|1230538;2026-03-12\|4.99\|-2.73\|5.11\|5.14\|4.95\|622830;2026-03-13\|4.95\|-0.80\|4.97\|5.05\|4.87\|538441;2026-03-16\|5.02\|1.41\|4.93\|5.02\|4.83\|550131;2026-03-17\|4.58\|-8.76\|5.03\|5.04\|4.56\|1458074;2026-03-18\|4.72\|3.06\|4.65\|4.79\|4.56\|637740;2026-03-19\|4.56\|-3.39\|4.62\|4.66\|4.53\|584111;2026-03-20\|4.31\|-5.48\|4.56\|4.59\|4.31\|636231;2026-03-23\|3.99\|-7.42\|4.18\|4.21\|3.96\|680545;2026-03-24\|4.18\|4.76\|4.12\|4.19\|3.95\|500410;2026-03-25\|4.60\|10.05\|4.21\|4.60\|4.18\|898262;2026-03-26\|4.60\|0.00\|4.57\|4.68\|4.47\|1044956;2026-03-27\|4.68\|1.74\|4.55\|4.73\|4.49\|665908;2026-03-30\|4.82\|2.99\|4.65\|4.91\|4.62\|784073;2026-03-31\|4.76\|-1.24\|4.77\|4.88\|4.70\|576424;2026-04-01\|4.80\|0.84\|4.83\|4.86\|4.73\|538414;2026-04-02\|4.56\|-5.00\|4.76\|4.80\|4.53\|683454;2026-04-03\|4.54\|-0.44\|4.58\|4.67\|4.49\|456127;2026-04-07\|4.65\|2.42\|4.51\|4.73\|4.51\|456662;2026-04-08\|5.01\|7.74\|4.79\|5.04\|4.79\|1020677;2026-04-09\|5.17\|3.19\|4.98\|5.25\|4.94\|1499754;2026-04-10\|5.69\|10.06\|5.16\|5.69\|5.11\|1437151;2026-04-13\|6.26\|10.02\|5.89\|6.26\|5.88\|1850578;2026-04-14\|6.10\|-2.56\|6.21\|6.29\|5.93\|3754786;2026-04-15\|5.50\|-9.84\|5.99\|6.08\|5.49\|3252718;2026-04-16\|5.63\|2.36\|5.50\|5.76\|5.47\|2641320;2026-04-17\|6.19\|9.95\|5.57\|6.19\|5.50\|2391565;2026-04-20\|6.81\|10.02\|6.81\|6.81\|6.80\|628090;2026-04-21\|6.13\|-9.99\|6.90\|7.08\|6.13\|4189658;2026-04-22\|6.74\|9.95\|5.97\|6.74\|5.93\|3363897;2026-04-23\|6.51\|-3.41\|6.91\|7.12\|6.44\|3870956;2026-04-24\|6.15\|-5.53\|6.51\|6.61\|5.94\|2685429;2026-04-27\|5.99\|-2.60\|5.94\|6.12\|5.78\|1745617;2026-04-28\|5.69\|-5.01\|5.94\|5.95\|5.58\|1512274;2026-04-29\|5.86\|2.99\|5.68\|6.23\|5.63\|2059852;2026-04-30\|5.64\|-3.75\|5.87\|5.89\|5.57\|1344191;2026-05-06\|6.20\|9.93\|5.67\|6.20\|5.67\|779246;2026-05-07\|6.37\|2.74\|6.20\|6.44\|6.10\|2383179;2026-05-08\|6.27\|-1.57\|6.33\|6.33\|6.18\|1351497;2026-05-11\|6.36\|1.44\|6.28\|6.46\|6.21\|1640084;2026-05-12\|6.23\|-2.04\|6.43\|6.69\|6.18\|1647108;2026-05-13\|6.47\|3.85\|6.20\|6.49\|6.11\|1753456;2026-05-14\|6.07\|-6.18\|6.45\|6.45\|6.06\|1378978;2026-05-15\|5.94\|-2.14\|6.16\|6.56\|5.89\|1358456;2026-05-18\|6.08\|2.36\|5.86\|6.25\|5.86\|1082979;2026-05-19\|6.05\|-0.49\|6.00\|6.18\|5.78\|988228;2026-05-20\|5.99\|-0.99\|5.99\|6.09\|5.62\|1163655;2026-05-21\|5.40\|-9.85\|5.99\|5.99\|5.39\|1327822;2026-05-22\|5.60\|3.70\|5.48\|5.64\|5.39\|717763;2026-05-25\|5.27\|-5.89\|5.58\|5.62\|5.22\|897098;2026-05-26\|5.02\|-4.74\|5.21\|5.25\|4.88\|795212;2026-05-27\|4.75\|-5.38\|4.95\|4.96\|4.72\|692159;2026-05-28\|4.89\|2.95\|4.78\|4.93\|4.75\|674604;2026-05-29\|4.63\|-5.32\|4.88\|4.89\|4.61\|656368;2026-06-01\|4.65\|0.43\|4.65\|4.75\|4.58\|427362;2026-06-02\|4.56\|-1.94\|4.66\|4.68\|4.40\|585965;2026-06-03\|4.55\|-0.22\|4.55\|4.66\|4.48\|522218;2026-06-04\|4.52\|-0.66\|4.51\|4.65\|4.41\|679620;2026-06-05\|4.55\|0.66\|4.51\|4.65\|4.40\|645748;2026-06-08\|4.34\|-4.62\|4.40\|4.55\|4.26\|556138;2026-06-09\|4.45\|2.53\|4.37\|4.47\|4.32\|510702;2026-06-10\|4.25\|-4.49\|4.40\|4.44\|4.20\|600556;2026-06-11\|4.16\|-2.12\|4.33\|4.34\|4.10\|623592;2026-06-12\|4.15\|-0.24\|4.26\|4.29\|4.11\|575082;2026-06-15\|4.28\|3.13\|4.23\|4.35\|4.21\|498039;2026-06-16\|4.39\|2.57\|4.27\|4.44\|4.22\|585099;2026-06-17\|4.23\|-3.64\|4.35\|4.39\|4.20\|499745;2026-06-18\|4.24\|0.24\|4.20\|4.35\|4.17\|454484;2026-06-22\|4.66\|9.91\|4.28\|4.66\|4.28\|507720;2026-06-23\|4.87\|4.51\|5.13\|5.13\|4.69\|2504345;2026-06-24\|4.59\|-5.75\|4.70\|4.73\|4.40\|1675161;2026-06-25\|4.36\|-5.01\|4.59\|4.77\|4.33\|1361713;2026-06-26\|3.95\|-9.40\|4.30\|4.30\|3.95\|1223609;2026-06-29\|3.87\|-2.03\|3.96\|4.03\|3.75\|822696;2026-06-30\|3.94\|1.81\|3.86\|3.94\|3.74\|565178;2026-07-01\|3.98\|1.02\|3.92\|4.02\|3.87\|524944;2026-07-02\|3.85\|-3.27\|3.93\|4.02\|3.84\|525205;2026-07-03\|3.86\|0.26\|3.85\|3.92\|3.83\|376127;2026-07-06\|3.98\|3.11\|3.89\|4.15\|3.84\|820027;2026-07-07\|3.65\|-8.29\|3.91\|3.91\|3.63\|724171;2026-07-08\|3.54\|-3.01\|3.65\|3.68\|3.51\|430666;2026-07-09\|3.55\|0.28\|3.53\|3.59\|3.37\|484920;2026-07-10\|3.64\|2.54\|3.55\|3.74\|3.53\|611614;2026-07-13\|3.35\|-7.97\|3.61\|3.64\|3.33\|464103;2026-07-14\|3.44\|2.69\|3.33\|3.45\|3.27\|405925;2026-07-15\|3.44\|0.00\|3.43\|3.51\|3.39\|356266;2026-07-16\|3.43\|-0.29\|3.40\|3.53\|3.38\|341073;2026-07-17\|3.24\|-5.54\|3.43\|3.44\|3.18\|409962
109970		液冷服务器+新能源车热管理+一季报增长行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。谷歌将2026年TPU芯片出货量目标上调50%至600万颗，单芯片功耗980W，强制100%液冷散热。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2026年4月24日年报，公司明确将数据中心液冷列为第二增长曲线，2026年集中资源推进二次侧管路、冷板、波纹管等核心部件的客户送样测试与方案验证，并规划依托马来西亚基地为东南亚数据中心运营商提供属地化配套服务。 2、据2026年4月30日一季报，公司一季度营收8.12亿元，归母净利润5309.83万元，同比增长17.27%。 3、据2025年半年度报告，新能源车热管理产品2025年1-6月收入6.81亿元，占热管理系统收入55.42%，马鞍山新能源工厂年产245万套集成模块已投产。	公司作为国内汽车热管理领域的龙头企业，形成了汽车热管理系统等业务板块，产品包括汽车空调管路、电子水泵、气液分离器、热泵阀组集成模块等	2026-03-10\|11.14\|-0.27\|11.29\|11.29\|11.06\|255735;2026-03-11\|12.25\|9.96\|11.29\|12.25\|11.20\|739974;2026-03-12\|12.71\|3.76\|12.00\|13.04\|11.88\|956635;2026-03-13\|12.80\|0.71\|12.52\|13.34\|12.50\|560959;2026-03-16\|12.41\|-3.05\|12.80\|12.80\|12.09\|442093;2026-03-17\|11.86\|-4.43\|12.63\|12.64\|11.80\|350799;2026-03-18\|12.45\|4.97\|11.85\|12.96\|11.85\|509178;2026-03-19\|12.40\|-0.40\|12.11\|12.62\|11.96\|397981;2026-03-20\|11.62\|-6.29\|12.54\|12.55\|11.60\|339263;2026-03-23\|10.86\|-6.54\|11.26\|11.79\|10.74\|309236;2026-03-24\|11.23\|3.41\|11.13\|11.32\|10.92\|222519;2026-03-25\|12.00\|6.86\|11.32\|12.24\|11.24\|364802;2026-03-26\|11.54\|-3.83\|12.05\|12.45\|11.47\|337937;2026-03-27\|11.68\|1.21\|11.30\|11.83\|11.15\|237574;2026-03-30\|11.46\|-1.88\|11.44\|11.60\|11.21\|191586;2026-03-31\|11.16\|-2.62\|11.38\|11.70\|11.15\|228003;2026-04-01\|12.28\|10.04\|11.40\|12.28\|11.37\|346711;2026-04-02\|12.03\|-2.04\|12.28\|12.30\|11.91\|412073;2026-04-03\|11.59\|-3.66\|12.10\|12.18\|11.39\|324411;2026-04-07\|11.34\|-2.16\|11.70\|11.72\|11.21\|203766;2026-04-08\|12.30\|8.47\|11.63\|12.47\|11.61\|674407;2026-04-09\|13.16\|6.99\|12.70\|13.43\|12.50\|874403;2026-04-10\|12.87\|-2.20\|12.88\|13.15\|12.80\|497334;2026-04-13\|12.74\|-1.01\|12.62\|13.05\|12.61\|321209;2026-04-14\|13.46\|5.65\|12.80\|13.66\|12.73\|664102;2026-04-15\|13.59\|0.97\|13.46\|13.88\|13.16\|639939;2026-04-16\|13.15\|-3.24\|13.59\|13.59\|13.01\|465564;2026-04-17\|13.26\|0.84\|12.94\|13.26\|12.74\|341415;2026-04-20\|13.57\|2.34\|13.21\|13.99\|13.20\|503148;2026-04-21\|13.02\|-4.05\|13.20\|13.35\|12.99\|417510;2026-04-22\|13.66\|4.92\|13.02\|13.70\|12.83\|478889;2026-04-23\|13.10\|-4.10\|13.66\|13.66\|13.07\|265655;2026-04-24\|13.78\|5.19\|13.10\|14.18\|12.91\|651219;2026-04-27\|13.42\|-2.61\|13.50\|13.87\|13.37\|384021;2026-04-28\|13.27\|-1.12\|13.36\|13.77\|13.20\|308174;2026-04-29\|12.94\|-2.49\|13.13\|13.39\|12.80\|297736;2026-04-30\|12.76\|-1.39\|13.30\|13.45\|12.62\|258004;2026-05-06\|14.04\|10.03\|12.80\|14.04\|12.79\|420935;2026-05-07\|15.44\|9.97\|14.80\|15.44\|14.60\|175900;2026-05-08\|15.88\|2.85\|15.77\|16.50\|15.50\|869973;2026-05-11\|15.36\|-3.27\|15.81\|15.88\|15.21\|602079;2026-05-12\|15.05\|-2.02\|15.65\|15.79\|14.88\|338588;2026-05-13\|14.98\|-0.47\|14.99\|15.28\|14.83\|315515;2026-05-14\|14.71\|-1.80\|14.98\|15.28\|14.61\|301041;2026-05-15\|14.60\|-0.75\|14.81\|15.00\|14.45\|353009;2026-05-18\|14.27\|-2.26\|14.51\|14.70\|14.09\|267715;2026-05-19\|14.04\|-1.61\|14.28\|14.39\|13.51\|308962;2026-05-20\|14.17\|0.93\|13.90\|14.17\|13.57\|249309;2026-05-21\|13.80\|-2.61\|14.03\|14.54\|13.72\|336735;2026-05-22\|14.53\|5.29\|13.79\|15.10\|13.78\|585312;2026-05-25\|15.80\|8.74\|14.65\|15.98\|14.65\|790917;2026-05-26\|15.70\|-0.63\|15.70\|16.30\|15.30\|628261;2026-05-27\|15.25\|-2.87\|15.70\|15.81\|15.14\|302697;2026-05-28\|15.09\|-1.05\|15.08\|15.50\|14.93\|212134;2026-05-29\|14.60\|-3.25\|15.02\|15.12\|14.40\|290333;2026-06-01\|14.70\|0.68\|14.48\|15.24\|14.46\|283145;2026-06-02\|14.76\|0.41\|14.75\|14.99\|14.33\|302284;2026-06-03\|15.16\|2.71\|14.70\|15.65\|14.61\|390688;2026-06-04\|15.74\|3.83\|14.86\|15.74\|14.75\|394881;2026-06-05\|16.30\|3.56\|15.95\|17.10\|15.61\|574122;2026-06-08\|15.59\|-4.36\|15.75\|16.26\|15.42\|372594;2026-06-09\|15.30\|-1.86\|15.88\|16.16\|15.14\|280500;2026-06-10\|13.77\|-10.00\|15.15\|15.30\|13.77\|300789;2026-06-11\|13.03\|-5.37\|13.00\|13.43\|12.88\|400264;2026-06-12\|12.76\|-2.07\|13.29\|13.37\|12.70\|278364;2026-06-15\|13.04\|2.19\|12.91\|13.47\|12.84\|229325;2026-06-16\|14.00\|7.36\|13.00\|14.30\|13.00\|406700;2026-06-17\|13.73\|-1.93\|14.00\|14.20\|13.50\|239349;2026-06-18\|13.54\|-1.38\|13.86\|14.08\|13.45\|198970;2026-06-22\|12.61\|-6.87\|13.48\|13.48\|12.39\|298683;2026-06-23\|12.54\|-0.56\|12.88\|13.13\|12.47\|201721;2026-06-24\|12.44\|-0.80\|12.53\|12.68\|12.00\|210217;2026-06-25\|12.13\|-2.49\|12.45\|12.48\|12.02\|168565;2026-06-26\|11.85\|-2.31\|12.14\|12.33\|11.65\|203822;2026-06-29\|11.63\|-1.86\|11.70\|11.98\|11.25\|188057;2026-06-30\|12.23\|5.16\|11.78\|12.28\|11.63\|213262;2026-07-01\|12.00\|-1.88\|12.18\|12.45\|11.74\|190466;2026-07-02\|11.86\|-1.17\|11.82\|12.39\|11.78\|155366;2026-07-03\|11.84\|-0.17\|12.08\|12.37\|11.77\|187790;2026-07-06\|12.27\|3.63\|11.80\|13.02\|11.70\|437567;2026-07-07\|11.66\|-4.97\|12.01\|12.54\|11.62\|252649;2026-07-08\|11.21\|-3.86\|11.52\|11.69\|11.15\|173429;2026-07-09\|11.33\|1.07\|11.21\|11.34\|10.79\|158965;2026-07-10\|11.32\|-0.09\|11.33\|11.64\|11.21\|153025;2026-07-13\|10.22\|-9.72\|11.22\|11.25\|10.20\|216742;2026-07-14\|10.33\|1.08\|10.33\|10.36\|9.88\|149440;2026-07-15\|10.37\|0.39\|10.45\|11.01\|10.12\|215349;2026-07-16\|10.21\|-1.54\|10.22\|10.71\|10.10\|146865;2026-07-17\|9.52\|-6.76\|10.10\|10.28\|9.43\|168061
109969		影视IP+文旅小镇+演出经济行业原因： 1、据财闻4月20日报道，今年五一假期，电影市场迎来多部新作。截至目前已有《浴血困牛山》《寒战1994》《10间敢死队》《森中有林》等18部影片定档五一。 2、据中金公司4月12日研报，档期催化临近，板块随市场迎来修复，关注底部布局机会。公司原因： 1、据2025年8月2日半年度报告，公司筹备开发密云东方山水国际电影文旅小镇项目，依托影视文化品牌及流量优势，延伸开发IP衍生商品、影视文化产业园、主题文旅小镇，形成“影视+文旅”IP变现闭环。 2、据2025年8月2日半年度报告，公司具备影视文化全产业链优势，业务涵盖电影、电视剧网剧、艺人经纪、文化旅游，并延伸开发IP衍生商品、影视文化产业园、主题文旅小镇。 3、据2025年年报，公司2025年营业收入3.32亿元，储备《封神第三部》等影视项目，持续布局影视IP及文旅融合业务。	公司主营业务为影视文化业务，2026 年计划推出《封神第三部》《欢迎来龙餐馆》《火星计划》《年会不能停 2》等项目	2026-03-10\|4.24\|0.71\|4.24\|4.25\|4.21\|84023;2026-03-11\|4.21\|-0.71\|4.23\|4.24\|4.19\|94253;2026-03-12\|4.17\|-0.95\|4.20\|4.23\|4.15\|105842;2026-03-13\|4.16\|-0.24\|4.17\|4.19\|4.15\|104485;2026-03-16\|4.16\|0.00\|4.17\|4.17\|4.13\|80276;2026-03-17\|4.14\|-0.48\|4.16\|4.21\|4.13\|116612;2026-03-18\|4.11\|-0.72\|4.14\|4.16\|4.05\|133313;2026-03-19\|4.01\|-2.43\|4.07\|4.09\|4.01\|114913;2026-03-20\|3.93\|-2.00\|4.02\|4.04\|3.93\|117018;2026-03-23\|3.80\|-3.31\|3.87\|3.89\|3.78\|139367;2026-03-24\|3.90\|2.63\|3.85\|3.90\|3.77\|112236;2026-03-25\|3.98\|2.05\|3.90\|3.99\|3.89\|82907;2026-03-26\|3.95\|-0.75\|3.97\|4.03\|3.92\|88353;2026-03-27\|4.02\|1.77\|3.91\|4.02\|3.90\|79955;2026-03-30\|4.01\|-0.25\|3.98\|4.04\|3.97\|66543;2026-03-31\|3.94\|-1.75\|4.00\|4.08\|3.94\|95278;2026-04-01\|3.98\|1.02\|4.02\|4.03\|3.94\|100504;2026-04-02\|3.88\|-2.51\|3.96\|3.97\|3.86\|87689;2026-04-03\|3.78\|-2.58\|3.91\|3.91\|3.76\|89702;2026-04-07\|3.88\|2.65\|3.79\|3.88\|3.76\|84524;2026-04-08\|3.98\|2.58\|3.91\|3.98\|3.91\|88892;2026-04-09\|3.90\|-2.01\|3.95\|3.98\|3.89\|77445;2026-04-10\|3.94\|1.03\|3.93\|3.98\|3.92\|84189;2026-04-13\|3.90\|-1.02\|3.94\|3.94\|3.88\|79347;2026-04-14\|3.92\|0.51\|3.93\|3.94\|3.86\|82618;2026-04-15\|3.85\|-1.79\|3.92\|3.92\|3.84\|76392;2026-04-16\|3.95\|2.60\|3.88\|3.97\|3.87\|124848;2026-04-17\|3.96\|0.25\|3.93\|4.00\|3.89\|120160;2026-04-20\|4.05\|2.27\|3.98\|4.13\|3.97\|142718;2026-04-21\|4.46\|10.12\|4.35\|4.46\|4.35\|329329;2026-04-22\|4.24\|-4.93\|4.53\|4.70\|4.15\|755868;2026-04-23\|4.14\|-2.36\|4.17\|4.24\|4.08\|307419;2026-04-24\|4.08\|-1.45\|4.08\|4.11\|4.00\|254675;2026-04-27\|4.30\|5.39\|4.09\|4.30\|4.09\|380676;2026-04-28\|4.30\|0.00\|4.21\|4.35\|4.21\|272739;2026-04-29\|4.29\|-0.23\|4.32\|4.38\|4.26\|223420;2026-04-30\|4.31\|0.47\|4.28\|4.33\|4.25\|177294;2026-05-06\|4.74\|9.98\|4.31\|4.74\|4.29\|934706;2026-05-07\|4.85\|2.32\|4.91\|5.06\|4.81\|1019264;2026-05-08\|4.90\|1.03\|4.95\|5.14\|4.83\|661164;2026-05-11\|4.93\|0.61\|4.82\|5.03\|4.82\|473264;2026-05-12\|4.89\|-0.81\|4.96\|5.10\|4.82\|317417;2026-05-13\|5.28\|7.98\|4.92\|5.38\|4.89\|1096409;2026-05-14\|5.02\|-4.92\|5.22\|5.30\|5.01\|586349;2026-05-15\|5.16\|2.79\|5.00\|5.23\|5.00\|404414;2026-05-18\|5.24\|1.55\|5.30\|5.31\|5.02\|369665;2026-05-19\|5.19\|-0.95\|5.26\|5.50\|5.14\|447347;2026-05-20\|5.16\|-0.58\|5.15\|5.32\|5.09\|449044;2026-05-21\|5.00\|-3.10\|5.29\|5.48\|4.92\|621557;2026-05-22\|4.97\|-0.60\|5.05\|5.09\|4.90\|314505;2026-05-25\|5.07\|2.01\|4.99\|5.21\|4.96\|392024;2026-05-26\|5.06\|-0.20\|5.04\|5.17\|4.96\|270424;2026-05-27\|5.09\|0.59\|5.10\|5.18\|5.00\|348720;2026-05-28\|5.09\|0.00\|5.10\|5.25\|5.01\|302193;2026-05-29\|5.07\|-0.39\|5.10\|5.14\|4.99\|413499;2026-06-01\|5.17\|1.97\|5.08\|5.34\|5.05\|510533;2026-06-02\|5.30\|2.51\|5.18\|5.32\|5.03\|479576;2026-06-03\|4.93\|-6.98\|5.01\|5.10\|4.77\|753070;2026-06-04\|4.82\|-2.23\|4.82\|5.42\|4.59\|1207298;2026-06-05\|4.87\|1.04\|4.88\|4.92\|4.64\|774375;2026-06-08\|4.58\|-5.95\|4.80\|5.00\|4.52\|513818;2026-06-09\|4.73\|3.28\|4.70\|4.93\|4.59\|604823;2026-06-10\|4.83\|2.11\|4.70\|4.94\|4.61\|535932;2026-06-11\|4.35\|-9.94\|4.85\|4.95\|4.35\|616525;2026-06-12\|4.45\|2.30\|4.35\|4.65\|4.22\|605946;2026-06-15\|4.42\|-0.67\|4.31\|4.63\|4.31\|418214;2026-06-16\|4.13\|-6.56\|4.41\|4.41\|4.03\|530078;2026-06-17\|4.03\|-2.42\|4.08\|4.12\|3.98\|381973;2026-06-18\|4.11\|1.99\|4.03\|4.14\|3.90\|348879;2026-06-22\|4.02\|-2.19\|4.05\|4.09\|3.89\|342493;2026-06-23\|4.01\|-0.25\|3.97\|4.11\|3.95\|332174;2026-06-24\|3.71\|-7.48\|3.99\|4.01\|3.67\|432387;2026-06-25\|3.70\|-0.27\|3.68\|3.77\|3.61\|279563;2026-06-26\|3.51\|-5.14\|3.67\|3.68\|3.45\|399603;2026-06-29\|3.48\|-0.85\|3.44\|3.55\|3.39\|267880;2026-06-30\|3.48\|0.00\|3.52\|3.68\|3.43\|294146;2026-07-01\|3.67\|5.46\|3.46\|3.70\|3.41\|392308;2026-07-02\|3.65\|-0.55\|3.65\|3.80\|3.64\|332388;2026-07-03\|3.61\|-1.10\|3.66\|3.70\|3.53\|242226;2026-07-06\|3.61\|0.00\|3.58\|3.67\|3.55\|223167;2026-07-07\|3.64\|0.83\|3.58\|3.69\|3.51\|267880;2026-07-08\|3.59\|-1.37\|3.59\|3.63\|3.53\|207279;2026-07-09\|3.74\|4.18\|3.59\|3.76\|3.53\|360992;2026-07-10\|3.82\|2.14\|3.73\|3.99\|3.70\|512217;2026-07-13\|3.45\|-9.69\|3.80\|3.86\|3.44\|483728;2026-07-14\|3.56\|3.19\|3.44\|3.56\|3.37\|361806;2026-07-15\|3.70\|3.93\|3.55\|3.80\|3.52\|366911;2026-07-16\|3.82\|3.24\|3.74\|3.94\|3.67\|426560;2026-07-17\|3.60\|-5.76\|3.83\|3.85\|3.55\|406996
109968		光伏EPC+10亿投资+可控核聚变+装配式建筑 1、据萧山发布，4月20日上午，东南网架集团产业发布暨全球创新中心项目推进会在钱江世纪城举行。据悉，该项目计划总投资10亿元，旨在打造全国一流的总部大楼，并构建“总部+”架构，向着“千亿级链主型企业”目标迈出关键一步。活动现场，企业与4家战略伙伴签署合作协议，重点围绕脑机融合、临床医药研发、氢能开发利用、半导体等方向推动产融联动。 2、据2026年4月28日年报及估值提升计划评估报告，公司“零碳桃源里110MW农光互补项目”预计2026年竣工并网，累计光伏装机1.6GW，以“装配式+EPC+BIPV”模式拓展光伏建筑一体化市场。 3、据2026年4月28日年报，公司2025年承接杭州国博二期等19项装配式总承包项目，获总承包特级资质，确立绿色低碳装配式钢结构建筑龙头地位。 4、据2025年10月13日互动易，公司2024年中标聚变新能安徽有限公司预埋件采购，切入可控核聚变基建。	公司与江苏日托光伏科技股份有限公司签署《战略合作协议》，拟投资建立合资公司，专门研发生产各类高端光伏组件、特别是高端轻柔组件产线	2026-03-10\|6.66\|0.45\|6.63\|6.78\|6.59\|207213;2026-03-11\|6.92\|3.90\|6.80\|6.92\|6.58\|401816;2026-03-12\|7.13\|3.03\|6.86\|7.33\|6.85\|450617;2026-03-13\|7.33\|2.81\|7.12\|7.55\|7.11\|477924;2026-03-16\|7.20\|-1.77\|7.32\|7.47\|7.08\|456771;2026-03-17\|7.39\|2.64\|7.28\|7.69\|7.18\|562536;2026-03-18\|7.65\|3.52\|7.30\|7.65\|7.07\|530863;2026-03-19\|7.23\|-5.49\|7.43\|7.67\|7.20\|508126;2026-03-20\|6.71\|-7.19\|7.26\|7.29\|6.62\|712977;2026-03-23\|6.28\|-6.41\|6.39\|6.60\|6.22\|527741;2026-03-24\|6.65\|5.89\|6.55\|6.68\|6.32\|414673;2026-03-25\|7.15\|7.52\|6.75\|7.23\|6.71\|443383;2026-03-26\|6.69\|-6.43\|7.06\|7.11\|6.64\|442244;2026-03-27\|6.78\|1.35\|6.55\|6.88\|6.55\|274678;2026-03-30\|6.73\|-0.74\|6.73\|6.80\|6.52\|205291;2026-03-31\|6.54\|-2.82\|6.76\|6.88\|6.54\|179041;2026-04-01\|6.93\|5.96\|6.66\|7.19\|6.65\|724902;2026-04-02\|6.55\|-5.48\|6.92\|6.99\|6.52\|439705;2026-04-03\|6.76\|3.21\|6.56\|6.80\|6.28\|362088;2026-04-07\|6.62\|-2.07\|6.76\|6.88\|6.59\|236792;2026-04-08\|7.02\|6.04\|6.84\|7.02\|6.75\|330359;2026-04-09\|7.20\|2.56\|6.94\|7.34\|6.85\|373655;2026-04-10\|7.60\|5.56\|7.20\|7.64\|7.17\|516931;2026-04-13\|7.64\|0.53\|7.58\|7.83\|7.33\|428667;2026-04-14\|7.59\|-0.65\|7.70\|7.88\|7.50\|323830;2026-04-15\|7.65\|0.79\|7.59\|7.84\|7.48\|257061;2026-04-16\|7.58\|-0.92\|7.64\|7.70\|7.47\|292319;2026-04-17\|7.53\|-0.66\|7.58\|7.63\|7.49\|174551;2026-04-20\|7.48\|-0.66\|7.51\|7.70\|7.35\|305864;2026-04-21\|7.65\|2.27\|7.56\|7.81\|7.38\|422041;2026-04-22\|7.67\|0.26\|7.61\|8.03\|7.58\|526715;2026-04-23\|7.35\|-4.17\|7.71\|7.73\|7.30\|383959;2026-04-24\|7.28\|-0.95\|7.26\|7.38\|6.96\|435123;2026-04-27\|7.44\|2.20\|7.21\|7.55\|7.20\|326413;2026-04-28\|7.50\|0.81\|7.40\|7.59\|7.31\|344256;2026-04-29\|7.87\|4.93\|7.49\|8.03\|7.48\|482348;2026-04-30\|8.51\|8.13\|7.87\|8.60\|7.80\|631171;2026-05-06\|9.08\|6.70\|8.65\|9.36\|8.60\|1152670;2026-05-07\|9.35\|2.97\|9.31\|9.43\|9.07\|801380;2026-05-08\|9.35\|0.00\|9.28\|9.48\|9.05\|466351;2026-05-11\|9.35\|0.00\|9.47\|9.59\|9.14\|391760;2026-05-12\|9.22\|-1.39\|9.35\|9.66\|9.14\|335791;2026-05-13\|9.35\|1.41\|9.21\|9.39\|9.01\|507610;2026-05-14\|8.79\|-5.99\|9.36\|9.60\|8.68\|521717;2026-05-15\|8.14\|-7.39\|8.77\|8.77\|8.06\|754978;2026-05-18\|8.09\|-0.61\|8.04\|8.20\|7.98\|368774;2026-05-19\|8.90\|10.01\|8.10\|8.90\|8.01\|294423;2026-05-20\|9.01\|1.24\|8.86\|9.19\|8.72\|625197;2026-05-21\|8.57\|-4.88\|9.05\|9.12\|8.53\|390340;2026-05-22\|8.72\|1.75\|8.70\|8.85\|8.28\|406038;2026-05-25\|8.75\|0.34\|8.81\|8.92\|8.61\|258271;2026-05-26\|8.19\|-6.40\|8.68\|8.68\|8.17\|334199;2026-05-27\|7.92\|-3.30\|8.19\|8.33\|7.81\|402811;2026-05-28\|7.87\|-0.63\|7.96\|8.17\|7.82\|251502;2026-05-29\|7.23\|-8.13\|7.93\|7.93\|7.16\|497743;2026-06-01\|7.31\|1.11\|7.20\|7.43\|7.11\|263319;2026-06-02\|7.36\|0.68\|7.30\|7.42\|7.12\|221788;2026-06-03\|7.24\|-1.63\|7.42\|7.52\|7.19\|210090;2026-06-04\|7.01\|-3.04\|7.19\|7.19\|6.96\|242146;2026-06-05\|7.45\|6.28\|7.02\|7.70\|7.02\|395150;2026-06-08\|7.02\|-5.77\|7.31\|7.39\|6.90\|321072;2026-06-09\|6.90\|-1.71\|7.14\|7.16\|6.76\|197981;2026-06-10\|6.62\|-4.06\|6.86\|6.86\|6.43\|264149;2026-06-11\|6.49\|-1.96\|6.62\|6.70\|6.40\|173787;2026-06-12\|6.64\|2.31\|6.61\|6.71\|6.33\|210306;2026-06-15\|6.91\|4.07\|6.72\|6.99\|6.66\|220678;2026-06-16\|7.47\|8.10\|7.00\|7.48\|6.81\|385606;2026-06-17\|7.81\|4.55\|7.36\|8.16\|7.32\|537774;2026-06-18\|7.54\|-3.46\|7.80\|7.83\|7.50\|303864;2026-06-22\|7.17\|-4.91\|7.50\|7.55\|6.97\|379127;2026-06-23\|7.14\|-0.42\|7.18\|7.22\|7.04\|169933;2026-06-24\|7.13\|-0.14\|7.11\|7.17\|6.88\|170034;2026-06-25\|6.92\|-2.95\|7.20\|7.20\|6.83\|182713;2026-06-26\|7.00\|1.16\|6.92\|7.11\|6.73\|217631;2026-06-29\|6.73\|-3.86\|7.02\|7.17\|6.68\|169624;2026-06-30\|6.79\|0.89\|6.68\|6.84\|6.56\|163141;2026-07-01\|6.74\|-0.74\|6.81\|6.86\|6.65\|188700;2026-07-02\|6.60\|-2.08\|6.62\|6.87\|6.58\|174352;2026-07-03\|6.66\|0.91\|6.61\|6.74\|6.52\|158541;2026-07-06\|6.69\|0.45\|6.65\|6.90\|6.58\|156609;2026-07-07\|6.38\|-4.63\|6.68\|6.71\|6.33\|167412;2026-07-08\|6.14\|-3.76\|6.38\|6.45\|6.08\|163325;2026-07-09\|6.15\|0.16\|6.20\|6.27\|6.00\|150558;2026-07-10\|6.30\|2.44\|6.18\|6.37\|6.01\|177450;2026-07-13\|5.87\|-6.83\|6.29\|6.29\|5.82\|189202;2026-07-14\|5.97\|1.70\|5.90\|5.97\|5.78\|122106;2026-07-15\|6.22\|4.19\|5.97\|6.50\|5.94\|216212;2026-07-16\|6.05\|-2.73\|6.18\|6.20\|6.02\|126671;2026-07-17\|5.96\|-1.49\|6.02\|6.24\|5.84\|211254
109967		算电协同+虚拟电厂+储能行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年5月12日投资者关系活动记录表，公司明确“电力+算力”协同战略，携手国内头部AI企业共建长三角、珠三角AIDC智算节点，实现低成本绿电与高效算力耦合，算电业务年增速目标30%。 2、据2025年年报及2026年5月12日投资者关系活动记录表，公司虚拟电厂在江苏辅助服务市场可调负荷规模占比约33%，并加速向全国复制，能源服务收入占比拟五年内突破50%。 3、据2025年年报，公司并网储能790.54MW，依托“源网荷储”一体化资产开展电能量交易、需求响应及绿证交易，形成多元化收益叠加。	公司新能源发电聚焦光伏电站开发运营，光伏装机 2374.88MW（分布式 1910.54MW、集中式 464.34MW），打造 “鑫零碳”“鑫阳光” 品牌光伏产品	2026-03-10\|18.12\|5.47\|18.39\|18.68\|17.07\|3599765;2026-03-11\|19.42\|7.17\|18.01\|19.93\|17.39\|3713462;2026-03-12\|21.36\|9.99\|20.00\|21.36\|19.50\|3475722;2026-03-13\|22.28\|4.31\|21.36\|22.99\|20.73\|3630103;2026-03-16\|21.36\|-4.13\|22.24\|22.64\|20.10\|3428263;2026-03-17\|20.03\|-6.23\|21.13\|22.25\|19.81\|3315437;2026-03-18\|20.37\|1.70\|20.43\|21.00\|20.20\|2577163;2026-03-19\|20.16\|-1.03\|20.00\|21.58\|19.90\|2545296;2026-03-20\|20.80\|3.17\|20.07\|22.10\|19.23\|3832447;2026-03-23\|19.00\|-8.65\|20.00\|21.10\|18.90\|2540168;2026-03-24\|19.80\|4.21\|19.57\|20.15\|18.81\|2701985;2026-03-25\|20.02\|1.11\|19.52\|20.93\|19.50\|2803220;2026-03-26\|18.61\|-7.04\|19.64\|19.70\|18.26\|2401863;2026-03-27\|17.76\|-4.57\|17.99\|18.20\|17.19\|1744326;2026-03-30\|16.72\|-5.86\|17.46\|17.57\|16.28\|1629654;2026-03-31\|15.94\|-4.67\|16.71\|16.72\|15.88\|1335479;2026-04-01\|17.25\|8.22\|16.31\|17.53\|16.04\|2638993;2026-04-02\|16.39\|-4.99\|17.08\|17.12\|16.26\|1706004;2026-04-03\|16.20\|-1.16\|16.60\|16.69\|16.19\|926574;2026-04-07\|17.35\|7.10\|16.36\|17.82\|16.30\|2331944;2026-04-08\|17.91\|3.23\|17.52\|18.04\|17.20\|2355806;2026-04-09\|17.41\|-2.79\|17.51\|17.80\|17.28\|1319758;2026-04-10\|17.36\|-0.29\|17.60\|17.70\|17.15\|1245630;2026-04-13\|17.51\|0.86\|17.11\|17.60\|17.10\|1056231;2026-04-14\|17.65\|0.80\|17.60\|18.00\|17.45\|1303620;2026-04-15\|17.80\|0.85\|17.81\|18.25\|17.33\|2031133;2026-04-16\|18.42\|3.48\|17.90\|18.82\|17.51\|2040670;2026-04-17\|18.53\|0.60\|18.42\|19.35\|18.38\|2027086;2026-04-20\|19.16\|3.40\|18.54\|19.58\|18.54\|2022333;2026-04-21\|18.91\|-1.30\|19.28\|19.56\|18.00\|1879325;2026-04-22\|19.87\|5.08\|18.78\|19.95\|18.66\|1941478;2026-04-23\|20.68\|4.08\|20.20\|21.60\|19.21\|2301496;2026-04-24\|19.51\|-5.66\|20.06\|20.88\|19.50\|1575818;2026-04-27\|18.31\|-6.15\|18.90\|19.45\|18.25\|1521387;2026-04-28\|18.87\|3.06\|18.10\|19.19\|17.94\|1383283;2026-04-29\|18.69\|-0.95\|18.60\|19.44\|18.40\|1331859;2026-04-30\|17.75\|-5.03\|18.69\|18.75\|17.60\|1413730;2026-05-06\|19.53\|10.03\|18.17\|19.53\|18.17\|1631272;2026-05-07\|20.59\|5.43\|20.39\|20.91\|20.10\|2425702;2026-05-08\|20.38\|-1.02\|20.29\|20.74\|20.12\|1476158;2026-05-11\|20.28\|-0.49\|20.91\|21.70\|20.19\|1640990;2026-05-12\|21.26\|4.83\|20.60\|21.70\|19.78\|2428980;2026-05-13\|23.39\|10.02\|21.50\|23.39\|21.50\|1286333;2026-05-14\|23.50\|0.47\|25.38\|25.63\|23.50\|3429456;2026-05-15\|21.71\|-7.62\|23.11\|23.60\|21.20\|2500371;2026-05-18\|21.47\|-1.11\|22.07\|22.26\|21.25\|1519028;2026-05-19\|22.39\|4.29\|21.46\|22.95\|20.98\|1732276;2026-05-20\|20.95\|-6.43\|21.95\|22.20\|20.80\|1574639;2026-05-21\|20.14\|-3.87\|20.88\|21.36\|20.07\|1250530;2026-05-22\|21.55\|7.00\|20.15\|21.80\|19.85\|1631718;2026-05-25\|22.39\|3.90\|21.83\|23.00\|21.82\|1704820;2026-05-26\|21.53\|-3.84\|22.13\|22.15\|21.16\|1122509;2026-05-27\|21.70\|0.79\|21.11\|22.49\|20.91\|1441323;2026-05-28\|23.00\|5.99\|22.10\|23.00\|21.88\|1812447;2026-05-29\|23.38\|1.65\|23.09\|23.86\|22.40\|1924702;2026-06-01\|22.63\|-3.21\|24.09\|24.09\|21.04\|1572290;2026-06-02\|23.30\|2.96\|21.99\|23.76\|21.14\|1565421;2026-06-03\|24.37\|4.59\|22.80\|25.57\|22.50\|2172234;2026-06-04\|24.12\|-1.03\|23.81\|25.24\|23.68\|1664406;2026-06-05\|22.32\|-7.46\|23.98\|24.44\|22.29\|1495529;2026-06-08\|20.09\|-9.99\|21.27\|22.20\|20.09\|1259127;2026-06-09\|20.53\|2.19\|20.06\|20.70\|18.96\|1321804;2026-06-10\|18.48\|-9.99\|19.85\|19.85\|18.48\|1159256;2026-06-11\|17.73\|-4.06\|17.93\|18.24\|17.55\|960397;2026-06-12\|17.11\|-3.50\|18.00\|18.23\|17.06\|978907;2026-06-15\|18.26\|6.72\|17.38\|18.40\|17.11\|986920;2026-06-16\|18.93\|3.67\|18.36\|19.45\|17.85\|1014617;2026-06-17\|18.95\|0.11\|18.99\|19.42\|18.59\|930750;2026-06-18\|18.63\|-1.17\|18.65\|19.00\|18.46\|781554;2026-06-22\|18.12\|-2.74\|18.47\|18.56\|17.64\|951682;2026-06-23\|17.14\|-5.41\|18.00\|18.00\|17.02\|780305;2026-06-24\|18.07\|5.43\|18.01\|18.85\|17.73\|1471379;2026-06-25\|17.49\|-3.21\|17.50\|18.25\|17.25\|1070200;2026-06-26\|17.62\|0.74\|17.82\|18.65\|17.33\|1272953;2026-06-29\|16.30\|-7.49\|17.02\|17.28\|16.10\|1151942;2026-06-30\|16.32\|0.12\|16.10\|16.53\|15.68\|725125;2026-07-01\|16.80\|2.94\|16.32\|16.98\|15.86\|897836;2026-07-02\|15.73\|-6.37\|16.55\|16.72\|15.68\|843618;2026-07-03\|15.53\|-1.27\|15.53\|15.85\|15.45\|521169;2026-07-06\|15.07\|-2.96\|15.65\|15.69\|14.97\|547549;2026-07-07\|15.08\|0.07\|14.90\|15.60\|14.61\|813585;2026-07-08\|14.08\|-6.63\|14.98\|14.98\|14.07\|673715;2026-07-09\|14.36\|1.99\|14.20\|14.55\|13.70\|634650;2026-07-10\|14.88\|3.62\|14.54\|15.35\|14.41\|743527;2026-07-13\|14.05\|-5.58\|14.83\|14.97\|14.01\|529977;2026-07-14\|14.18\|0.93\|14.05\|14.47\|13.77\|402023;2026-07-15\|13.99\|-1.34\|14.16\|14.30\|13.86\|328602;2026-07-16\|13.57\|-3.00\|14.03\|14.11\|13.48\|412652;2026-07-17\|13.07\|-3.68\|13.50\|13.86\|12.97\|636621
109966		铅锌铜+铟+稀有金属+广东国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年4月22日年报及2026年5月27日机构调研，公司主要从事铜、铅、锌等有色金属的采、选、冶，并综合回收金、银、镓、锗、铟等稀有稀散稀贵金属，是国内铅锌行业龙头企业，直接掌控的已探明铜铅锌等有色金属资源总量超千万吨。 2、据2026年4月22日年报及2026年5月27日机构调研，公司锚定新“一体两翼”战略，将金、银、镓、锗、铟等稀有稀散稀贵金属的高效回收与高纯化制备作为重点发展方向，并壮大高端新材料产业集群。 3、据2026年4月22日年报及公开信息，公司控股股东为广东省广晟控股集团有限公司，实际控制人为广东省人民政府国有资产监督管理委员会。	跨国铅锌龙头；全资子公司加拿大全球星矿业主营铜金银矿等勘探、开采、加工、销售，保有金金属资源量90吨	2026-03-10\|7.44\|0.54\|7.53\|7.57\|7.37\|1011767;2026-03-11\|7.35\|-1.21\|7.47\|7.51\|7.33\|1008979;2026-03-12\|7.31\|-0.54\|7.29\|7.43\|7.22\|1128103;2026-03-13\|7.18\|-1.78\|7.23\|7.57\|7.16\|1579809;2026-03-16\|6.91\|-3.76\|7.12\|7.15\|6.77\|1656816;2026-03-17\|6.71\|-2.89\|6.94\|6.97\|6.71\|1137607;2026-03-18\|6.65\|-0.89\|6.75\|6.76\|6.55\|1000448;2026-03-19\|6.27\|-5.71\|6.45\|6.50\|6.21\|1545792;2026-03-20\|6.16\|-1.75\|6.35\|6.37\|6.16\|1173856;2026-03-23\|5.78\|-6.17\|6.00\|6.10\|5.71\|1640639;2026-03-24\|6.08\|5.19\|5.92\|6.09\|5.78\|1480015;2026-03-25\|6.13\|0.82\|6.20\|6.26\|6.09\|1426136;2026-03-26\|6.06\|-1.14\|6.09\|6.17\|6.00\|931520;2026-03-27\|6.14\|1.32\|5.94\|6.19\|5.91\|922413;2026-03-30\|6.23\|1.47\|6.12\|6.24\|6.06\|959615;2026-03-31\|6.12\|-1.77\|6.23\|6.29\|6.11\|863382;2026-04-01\|6.23\|1.80\|6.28\|6.31\|6.16\|767466;2026-04-02\|6.09\|-2.25\|6.21\|6.22\|6.03\|676939;2026-04-03\|5.99\|-1.64\|6.10\|6.12\|5.96\|574224;2026-04-07\|6.07\|1.34\|5.98\|6.10\|5.98\|543444;2026-04-08\|6.44\|6.10\|6.26\|6.44\|6.25\|1292917;2026-04-09\|6.30\|-2.17\|6.32\|6.38\|6.25\|702203;2026-04-10\|6.28\|-0.32\|6.35\|6.44\|6.27\|811670;2026-04-13\|6.35\|1.11\|6.24\|6.37\|6.20\|657475;2026-04-14\|6.43\|1.26\|6.43\|6.48\|6.34\|793838;2026-04-15\|6.38\|-0.78\|6.49\|6.58\|6.37\|910436;2026-04-16\|6.55\|2.66\|6.39\|6.56\|6.39\|961134;2026-04-17\|6.75\|3.05\|6.62\|6.81\|6.60\|1360097;2026-04-20\|6.87\|1.78\|6.78\|6.97\|6.78\|1313730;2026-04-21\|6.79\|-1.16\|6.85\|6.85\|6.73\|756500;2026-04-22\|6.81\|0.29\|6.51\|6.85\|6.48\|1618494;2026-04-23\|6.49\|-4.70\|6.84\|6.84\|6.44\|1453876;2026-04-24\|6.49\|0.00\|6.44\|6.56\|6.35\|905486;2026-04-27\|6.58\|1.39\|6.57\|6.72\|6.52\|949545;2026-04-28\|6.39\|-2.89\|6.55\|6.56\|6.35\|847427;2026-04-29\|6.65\|4.07\|6.35\|6.69\|6.31\|1158165;2026-04-30\|6.75\|1.50\|6.68\|6.88\|6.67\|1534571;2026-05-06\|7.43\|10.07\|6.78\|7.43\|6.75\|2704200;2026-05-07\|8.08\|8.75\|7.71\|8.17\|7.59\|7235814;2026-05-08\|7.95\|-1.61\|7.81\|8.23\|7.77\|4315316;2026-05-11\|8.50\|6.92\|8.17\|8.75\|8.17\|6175870;2026-05-12\|7.76\|-8.71\|8.20\|8.28\|7.65\|6186792;2026-05-13\|7.76\|0.00\|7.68\|7.87\|7.65\|3263001;2026-05-14\|7.90\|1.80\|7.98\|8.35\|7.90\|3827442;2026-05-15\|7.40\|-6.33\|7.86\|7.91\|7.32\|3036213;2026-05-18\|7.35\|-0.68\|7.25\|7.47\|7.11\|1608852;2026-05-19\|7.30\|-0.68\|7.34\|7.34\|7.00\|1862014;2026-05-20\|7.25\|-0.68\|7.19\|7.35\|7.12\|1397240;2026-05-21\|6.88\|-5.10\|7.35\|7.50\|6.85\|2008286;2026-05-22\|7.57\|10.03\|6.99\|7.57\|6.87\|1784372;2026-05-25\|7.70\|1.72\|7.76\|7.99\|7.54\|3465222;2026-05-26\|7.90\|2.60\|7.69\|8.02\|7.43\|3347421;2026-05-27\|7.55\|-4.43\|7.80\|7.89\|7.48\|2226804;2026-05-28\|7.78\|3.05\|7.53\|7.88\|7.34\|2452256;2026-05-29\|7.71\|-0.90\|8.12\|8.27\|7.64\|3649204;2026-06-01\|7.68\|-0.39\|7.71\|8.01\|7.66\|2316878;2026-06-02\|7.84\|2.08\|7.74\|7.93\|7.54\|2294167;2026-06-03\|8.17\|4.21\|7.78\|8.44\|7.72\|4121981;2026-06-04\|7.80\|-4.53\|8.04\|8.05\|7.77\|2812784;2026-06-05\|7.45\|-4.49\|7.70\|7.75\|7.38\|2718313;2026-06-08\|6.95\|-6.71\|7.06\|7.37\|6.88\|2507789;2026-06-09\|7.16\|3.02\|7.10\|7.25\|6.98\|1903886;2026-06-10\|6.95\|-2.93\|7.03\|7.15\|6.85\|1846361;2026-06-11\|7.17\|3.17\|6.93\|7.35\|6.91\|2316934;2026-06-12\|7.56\|5.44\|7.34\|7.82\|7.25\|3382302;2026-06-15\|7.92\|4.76\|7.80\|7.94\|7.69\|3246671;2026-06-16\|8.02\|1.26\|7.92\|8.15\|7.82\|2670615;2026-06-17\|7.97\|-0.62\|8.00\|8.22\|7.91\|2344046;2026-06-18\|8.01\|0.50\|8.04\|8.28\|7.85\|2504299;2026-06-22\|8.81\|9.99\|8.19\|8.81\|8.09\|4448663;2026-06-23\|7.93\|-9.99\|8.87\|8.91\|7.93\|4617544;2026-06-24\|8.17\|3.03\|7.89\|8.23\|7.67\|3515559;2026-06-25\|7.96\|-2.57\|8.09\|8.46\|7.88\|2981901;2026-06-26\|7.68\|-3.52\|7.96\|8.29\|7.59\|3091166;2026-06-29\|7.82\|1.82\|7.71\|8.07\|7.66\|2636690;2026-06-30\|7.57\|-3.20\|7.68\|7.69\|7.43\|2195536;2026-07-01\|7.65\|1.06\|7.50\|7.84\|7.43\|1812000;2026-07-02\|7.41\|-3.14\|7.62\|7.76\|7.32\|2087074;2026-07-03\|7.23\|-2.43\|7.54\|7.58\|7.22\|2008341;2026-07-06\|7.38\|2.07\|7.51\|7.95\|7.31\|4032932;2026-07-07\|6.87\|-6.91\|7.16\|7.21\|6.85\|2701512;2026-07-08\|6.59\|-4.08\|6.83\|6.88\|6.59\|1458175;2026-07-09\|6.49\|-0.76\|6.54\|6.59\|6.19\|1748243;2026-07-10\|6.49\|0.00\|6.51\|6.67\|6.46\|1327694;2026-07-13\|6.11\|-5.86\|6.41\|6.41\|6.10\|1255225;2026-07-14\|6.45\|5.56\|6.11\|6.45\|6.07\|1285916;2026-07-15\|6.26\|-2.95\|6.45\|6.46\|6.24\|1006220;2026-07-16\|6.24\|-0.32\|6.19\|6.34\|6.16\|808748;2026-07-17\|6.00\|-3.85\|6.18\|6.23\|5.96\|1126256
109965		小金属+锡锑锌铟+国企改革行业原因： 1、据证券日报2月27日报道，国内配额叠加海外限产导致稀土、钨、锂等现货供应趋紧，价格春节后再创新高。 2、全球AI算力、新能源、军工需求爆发，多国将关键小金属列入战略矿产，定价权与战略价值被系统性重估。公司原因： 1、据2025年11月20日机构调研，广西出台关键金属“十五五”规划及南丹试验区政策，公司主力矿山位于试验区内，将深度参与资源整合与产业集聚，推动锡、锑、锌、铟等关键金属业务高质量发展。 2、据2025年半年报及2024年年报，公司掌握多金属采选核心技术，保有矿石资源量8,959.10万吨、金属量449.25万吨，锡、锑、锌储量国内领先；据2025年11月20日机构调研，公司正推进高峰锡矿深部开采、铜坑矿扩产等项目，资源储量与产能同步提升。 3、据2024年年报，公司为广西唯一国有有色金属上市平台，最终控制人为广西国资委，具备国企改革与区域资源整合优势。	公司拥有自产锑4000吨；此前收购华锡矿业100%股权，其拥有丰富的锡、锑、锌等资源，将助力公司成为全国第二大锡金属上市公司	2026-03-10\|64.20\|2.16\|63.95\|65.80\|62.38\|128650;2026-03-11\|62.20\|-3.12\|64.18\|65.22\|62.15\|91824;2026-03-12\|61.38\|-1.32\|62.10\|63.68\|59.98\|80949;2026-03-13\|58.55\|-4.61\|60.68\|61.25\|58.12\|94781;2026-03-16\|55.89\|-4.54\|58.55\|58.95\|53.95\|140744;2026-03-17\|55.00\|-1.59\|56.76\|57.40\|54.76\|82800;2026-03-18\|55.09\|0.16\|55.55\|55.89\|54.15\|63924;2026-03-19\|50.90\|-7.61\|53.83\|54.20\|50.46\|121803;2026-03-20\|49.57\|-2.61\|51.07\|51.89\|49.40\|74084;2026-03-23\|45.60\|-8.01\|48.80\|49.12\|44.98\|132472;2026-03-24\|46.88\|2.81\|47.00\|47.49\|44.78\|105544;2026-03-25\|48.55\|3.56\|48.27\|49.89\|48.02\|156385;2026-03-26\|46.90\|-3.40\|48.55\|49.28\|46.50\|70457;2026-03-27\|49.10\|4.69\|46.33\|51.50\|46.16\|130920;2026-03-30\|49.91\|1.65\|48.63\|50.21\|47.38\|118157;2026-03-31\|48.30\|-3.23\|50.09\|50.91\|48.16\|114272;2026-04-01\|49.55\|2.59\|50.32\|50.79\|49.05\|79339;2026-04-02\|46.90\|-5.35\|48.80\|48.92\|46.30\|92406;2026-04-03\|46.60\|-0.64\|47.31\|48.00\|46.39\|53624;2026-04-07\|47.75\|2.47\|47.99\|48.44\|46.86\|67185;2026-04-08\|52.53\|10.01\|50.61\|52.53\|50.02\|144969;2026-04-09\|51.71\|-1.56\|52.00\|52.52\|50.23\|96081;2026-04-10\|50.26\|-2.80\|52.48\|52.48\|49.98\|93121;2026-04-13\|49.27\|-1.97\|49.41\|50.38\|48.71\|68509;2026-04-14\|50.51\|2.52\|50.63\|51.93\|49.62\|96680;2026-04-15\|49.76\|-1.48\|52.00\|53.16\|49.55\|123024;2026-04-16\|50.96\|2.41\|50.20\|51.50\|48.63\|109396;2026-04-17\|50.51\|-0.88\|50.00\|52.18\|49.79\|105382;2026-04-20\|51.85\|2.65\|50.60\|54.48\|50.60\|175443;2026-04-21\|54.98\|6.04\|52.00\|55.49\|50.23\|211588;2026-04-22\|57.57\|4.71\|52.00\|58.00\|51.92\|236843;2026-04-23\|54.05\|-6.11\|57.30\|57.76\|52.40\|229632;2026-04-24\|54.04\|-0.02\|53.01\|54.51\|52.10\|116344;2026-04-27\|51.93\|-3.90\|53.51\|54.36\|51.50\|113874;2026-04-28\|49.18\|-5.30\|51.54\|51.70\|48.55\|133271;2026-04-29\|49.97\|1.61\|48.66\|50.45\|48.60\|117023;2026-04-30\|50.53\|1.12\|49.68\|52.50\|49.28\|122628;2026-05-06\|55.58\|9.99\|51.66\|55.58\|50.95\|199901;2026-05-07\|59.82\|7.63\|58.08\|60.30\|57.68\|297305;2026-05-08\|59.96\|0.23\|59.78\|60.45\|57.96\|174782;2026-05-11\|62.89\|4.89\|60.02\|64.51\|60.00\|200292;2026-05-12\|62.36\|-0.84\|64.40\|64.70\|61.90\|142359;2026-05-13\|60.31\|-3.29\|62.71\|63.50\|59.02\|169735;2026-05-14\|59.01\|-2.16\|59.75\|61.18\|58.50\|121580;2026-05-15\|56.00\|-5.10\|58.51\|58.89\|55.05\|139005;2026-05-18\|55.73\|-0.48\|54.97\|56.95\|53.09\|110954;2026-05-19\|54.30\|-2.57\|55.73\|56.80\|53.34\|91338;2026-05-20\|53.59\|-1.31\|53.37\|53.66\|51.50\|104180;2026-05-21\|52.55\|-1.94\|55.25\|57.48\|52.40\|145324;2026-05-22\|53.76\|2.30\|53.00\|54.95\|52.59\|122000;2026-05-25\|55.65\|3.52\|54.87\|58.00\|54.07\|168429;2026-05-26\|61.22\|10.01\|55.01\|61.22\|53.66\|229550;2026-05-27\|56.98\|-6.93\|61.20\|61.57\|56.61\|201012;2026-05-28\|55.87\|-1.95\|56.99\|57.50\|54.19\|143093;2026-05-29\|55.00\|-1.56\|57.00\|58.19\|54.04\|160640;2026-06-01\|60.50\|10.00\|56.10\|60.50\|56.10\|141697;2026-06-02\|66.55\|10.00\|62.53\|66.55\|60.65\|261750;2026-06-03\|65.72\|-1.25\|67.99\|69.76\|64.75\|358756;2026-06-04\|64.07\|-2.51\|63.27\|65.80\|63.26\|181473;2026-06-05\|60.05\|-6.27\|61.89\|63.40\|58.88\|193916;2026-06-08\|55.28\|-7.94\|55.00\|58.63\|54.12\|170698;2026-06-09\|55.33\|0.80\|55.30\|55.50\|52.60\|154272;2026-06-10\|55.05\|-0.51\|53.63\|56.10\|53.10\|135815;2026-06-11\|58.54\|6.34\|54.59\|59.20\|54.53\|254783;2026-06-12\|63.00\|7.62\|60.30\|64.00\|58.50\|285673;2026-06-15\|67.90\|7.78\|65.09\|68.20\|64.00\|316705;2026-06-16\|67.21\|-1.02\|66.08\|68.97\|65.47\|255265;2026-06-17\|66.41\|-1.19\|66.08\|68.10\|65.00\|168672;2026-06-18\|65.61\|-1.20\|65.99\|68.39\|64.00\|175371;2026-06-22\|71.40\|8.82\|67.16\|71.87\|66.11\|232621;2026-06-23\|64.26\|-10.00\|72.15\|72.16\|64.26\|202629;2026-06-24\|62.83\|-2.23\|63.55\|66.50\|61.08\|204088;2026-06-25\|59.70\|-4.98\|61.60\|62.80\|58.88\|246180;2026-06-26\|59.24\|-0.77\|60.83\|61.69\|57.65\|206688;2026-06-29\|61.98\|4.63\|59.59\|62.98\|58.93\|231575;2026-06-30\|61.32\|-1.06\|61.30\|61.96\|59.17\|177912;2026-07-01\|62.00\|1.11\|61.32\|63.15\|60.62\|165590;2026-07-02\|59.98\|-3.26\|60.97\|64.30\|57.85\|175043;2026-07-03\|61.89\|3.18\|61.35\|62.69\|59.20\|177766;2026-07-06\|62.76\|1.41\|63.45\|64.97\|61.60\|163359;2026-07-07\|56.48\|-10.01\|60.00\|60.50\|56.48\|148464;2026-07-08\|50.83\|-10.00\|54.02\|54.90\|50.83\|181643;2026-07-09\|51.20\|0.73\|50.13\|51.94\|48.70\|145718;2026-07-10\|49.39\|-3.54\|51.33\|51.85\|49.30\|110534;2026-07-13\|45.79\|-7.29\|48.83\|48.83\|45.01\|143202;2026-07-14\|46.53\|1.62\|45.53\|47.09\|44.35\|130298;2026-07-15\|43.00\|-7.59\|47.40\|47.50\|42.65\|154149;2026-07-16\|42.05\|-2.21\|42.00\|43.88\|41.50\|102658;2026-07-17\|38.94\|-7.40\|42.00\|42.00\|38.20\|130130
109964		铅锌铜+铟+稀有金属+广东国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年4月22日年报及2026年5月27日机构调研，公司主要从事铜、铅、锌等有色金属的采、选、冶，并综合回收金、银、镓、锗、铟等稀有稀散稀贵金属，是国内铅锌行业龙头企业，直接掌控的已探明铜铅锌等有色金属资源总量超千万吨。 2、据2026年4月22日年报及2026年5月27日机构调研，公司锚定新“一体两翼”战略，将金、银、镓、锗、铟等稀有稀散稀贵金属的高效回收与高纯化制备作为重点发展方向，并壮大高端新材料产业集群。 3、据2026年4月22日年报及公开信息，公司控股股东为广东省广晟控股集团有限公司，实际控制人为广东省人民政府国有资产监督管理委员会。	跨国铅锌龙头；全资子公司加拿大全球星矿业主营铜金银矿等勘探、开采、加工、销售，保有金金属资源量90吨	2026-03-10\|7.44\|0.54\|7.53\|7.57\|7.37\|1011767;2026-03-11\|7.35\|-1.21\|7.47\|7.51\|7.33\|1008979;2026-03-12\|7.31\|-0.54\|7.29\|7.43\|7.22\|1128103;2026-03-13\|7.18\|-1.78\|7.23\|7.57\|7.16\|1579809;2026-03-16\|6.91\|-3.76\|7.12\|7.15\|6.77\|1656816;2026-03-17\|6.71\|-2.89\|6.94\|6.97\|6.71\|1137607;2026-03-18\|6.65\|-0.89\|6.75\|6.76\|6.55\|1000448;2026-03-19\|6.27\|-5.71\|6.45\|6.50\|6.21\|1545792;2026-03-20\|6.16\|-1.75\|6.35\|6.37\|6.16\|1173856;2026-03-23\|5.78\|-6.17\|6.00\|6.10\|5.71\|1640639;2026-03-24\|6.08\|5.19\|5.92\|6.09\|5.78\|1480015;2026-03-25\|6.13\|0.82\|6.20\|6.26\|6.09\|1426136;2026-03-26\|6.06\|-1.14\|6.09\|6.17\|6.00\|931520;2026-03-27\|6.14\|1.32\|5.94\|6.19\|5.91\|922413;2026-03-30\|6.23\|1.47\|6.12\|6.24\|6.06\|959615;2026-03-31\|6.12\|-1.77\|6.23\|6.29\|6.11\|863382;2026-04-01\|6.23\|1.80\|6.28\|6.31\|6.16\|767466;2026-04-02\|6.09\|-2.25\|6.21\|6.22\|6.03\|676939;2026-04-03\|5.99\|-1.64\|6.10\|6.12\|5.96\|574224;2026-04-07\|6.07\|1.34\|5.98\|6.10\|5.98\|543444;2026-04-08\|6.44\|6.10\|6.26\|6.44\|6.25\|1292917;2026-04-09\|6.30\|-2.17\|6.32\|6.38\|6.25\|702203;2026-04-10\|6.28\|-0.32\|6.35\|6.44\|6.27\|811670;2026-04-13\|6.35\|1.11\|6.24\|6.37\|6.20\|657475;2026-04-14\|6.43\|1.26\|6.43\|6.48\|6.34\|793838;2026-04-15\|6.38\|-0.78\|6.49\|6.58\|6.37\|910436;2026-04-16\|6.55\|2.66\|6.39\|6.56\|6.39\|961134;2026-04-17\|6.75\|3.05\|6.62\|6.81\|6.60\|1360097;2026-04-20\|6.87\|1.78\|6.78\|6.97\|6.78\|1313730;2026-04-21\|6.79\|-1.16\|6.85\|6.85\|6.73\|756500;2026-04-22\|6.81\|0.29\|6.51\|6.85\|6.48\|1618494;2026-04-23\|6.49\|-4.70\|6.84\|6.84\|6.44\|1453876;2026-04-24\|6.49\|0.00\|6.44\|6.56\|6.35\|905486;2026-04-27\|6.58\|1.39\|6.57\|6.72\|6.52\|949545;2026-04-28\|6.39\|-2.89\|6.55\|6.56\|6.35\|847427;2026-04-29\|6.65\|4.07\|6.35\|6.69\|6.31\|1158165;2026-04-30\|6.75\|1.50\|6.68\|6.88\|6.67\|1534571;2026-05-06\|7.43\|10.07\|6.78\|7.43\|6.75\|2704200;2026-05-07\|8.08\|8.75\|7.71\|8.17\|7.59\|7235814;2026-05-08\|7.95\|-1.61\|7.81\|8.23\|7.77\|4315316;2026-05-11\|8.50\|6.92\|8.17\|8.75\|8.17\|6175870;2026-05-12\|7.76\|-8.71\|8.20\|8.28\|7.65\|6186792;2026-05-13\|7.76\|0.00\|7.68\|7.87\|7.65\|3263001;2026-05-14\|7.90\|1.80\|7.98\|8.35\|7.90\|3827442;2026-05-15\|7.40\|-6.33\|7.86\|7.91\|7.32\|3036213;2026-05-18\|7.35\|-0.68\|7.25\|7.47\|7.11\|1608852;2026-05-19\|7.30\|-0.68\|7.34\|7.34\|7.00\|1862014;2026-05-20\|7.25\|-0.68\|7.19\|7.35\|7.12\|1397240;2026-05-21\|6.88\|-5.10\|7.35\|7.50\|6.85\|2008286;2026-05-22\|7.57\|10.03\|6.99\|7.57\|6.87\|1784372;2026-05-25\|7.70\|1.72\|7.76\|7.99\|7.54\|3465222;2026-05-26\|7.90\|2.60\|7.69\|8.02\|7.43\|3347421;2026-05-27\|7.55\|-4.43\|7.80\|7.89\|7.48\|2226804;2026-05-28\|7.78\|3.05\|7.53\|7.88\|7.34\|2452256;2026-05-29\|7.71\|-0.90\|8.12\|8.27\|7.64\|3649204;2026-06-01\|7.68\|-0.39\|7.71\|8.01\|7.66\|2316878;2026-06-02\|7.84\|2.08\|7.74\|7.93\|7.54\|2294167;2026-06-03\|8.17\|4.21\|7.78\|8.44\|7.72\|4121981;2026-06-04\|7.80\|-4.53\|8.04\|8.05\|7.77\|2812784;2026-06-05\|7.45\|-4.49\|7.70\|7.75\|7.38\|2718313;2026-06-08\|6.95\|-6.71\|7.06\|7.37\|6.88\|2507789;2026-06-09\|7.16\|3.02\|7.10\|7.25\|6.98\|1903886;2026-06-10\|6.95\|-2.93\|7.03\|7.15\|6.85\|1846361;2026-06-11\|7.17\|3.17\|6.93\|7.35\|6.91\|2316934;2026-06-12\|7.56\|5.44\|7.34\|7.82\|7.25\|3382302;2026-06-15\|7.92\|4.76\|7.80\|7.94\|7.69\|3246671;2026-06-16\|8.02\|1.26\|7.92\|8.15\|7.82\|2670615;2026-06-17\|7.97\|-0.62\|8.00\|8.22\|7.91\|2344046;2026-06-18\|8.01\|0.50\|8.04\|8.28\|7.85\|2504299;2026-06-22\|8.81\|9.99\|8.19\|8.81\|8.09\|4448663;2026-06-23\|7.93\|-9.99\|8.87\|8.91\|7.93\|4617544;2026-06-24\|8.17\|3.03\|7.89\|8.23\|7.67\|3515559;2026-06-25\|7.96\|-2.57\|8.09\|8.46\|7.88\|2981901;2026-06-26\|7.68\|-3.52\|7.96\|8.29\|7.59\|3091166;2026-06-29\|7.82\|1.82\|7.71\|8.07\|7.66\|2636690;2026-06-30\|7.57\|-3.20\|7.68\|7.69\|7.43\|2195536;2026-07-01\|7.65\|1.06\|7.50\|7.84\|7.43\|1812000;2026-07-02\|7.41\|-3.14\|7.62\|7.76\|7.32\|2087074;2026-07-03\|7.23\|-2.43\|7.54\|7.58\|7.22\|2008341;2026-07-06\|7.38\|2.07\|7.51\|7.95\|7.31\|4032932;2026-07-07\|6.87\|-6.91\|7.16\|7.21\|6.85\|2701512;2026-07-08\|6.59\|-4.08\|6.83\|6.88\|6.59\|1458175;2026-07-09\|6.49\|-0.76\|6.54\|6.59\|6.19\|1748243;2026-07-10\|6.49\|0.00\|6.51\|6.67\|6.46\|1327694;2026-07-13\|6.11\|-5.86\|6.41\|6.41\|6.10\|1255225;2026-07-14\|6.45\|5.56\|6.11\|6.45\|6.07\|1285916;2026-07-15\|6.26\|-2.95\|6.45\|6.46\|6.24\|1006220;2026-07-16\|6.24\|-0.32\|6.19\|6.34\|6.16\|808748;2026-07-17\|6.00\|-3.85\|6.18\|6.23\|5.96\|1126256
109963	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	国产AI芯片+硅碳负极+耐火材料+定增 1、据2026年5月11日机构调研，公司参股的浙江曦望智能前上海阵量在国产AI芯片行业具有广阔发展空间，此前已投资其11.43%股权。 2、据2026年6月26日互动易，联创锂能已通过部分电池客户认证，实现稳定供货，预计量产产线投产后将对公司业绩产生积极影响；据2026年5月20日公告，公司拟收购联创锂能65.97%股权，其年产1万吨硅碳负极材料产线预计下半年投产。 3、据2026年6月22日公告，公司调整2026年度向特定对象发行A股股票方案，募集资金总额调减至不超过10.25亿元，用于越南耐火材料基地、创新研发中心等项目。 4、据2025年年度报告，公司是国内最大的钢铁工业用耐火材料整体承包服务商，2025年营收69.70亿元，同比增长10.17%。	公司投资的曦望(Sunrise)是国产全栈自研芯片企业，专注于高性能GPU的研发与商业化，首代及第二代自研GPU产品已成功量产，可应用于数据中心建设，在性能、能效比等关键技术指标上具备优势	2026-03-10\|7.84\|1.82\|7.77\|7.88\|7.77\|89200;2026-03-11\|7.80\|-0.51\|7.84\|7.87\|7.74\|93728;2026-03-12\|7.69\|-1.41\|7.80\|7.81\|7.64\|91465;2026-03-13\|7.63\|-0.78\|7.68\|7.76\|7.62\|82749;2026-03-16\|7.49\|-1.83\|7.61\|7.69\|7.43\|132477;2026-03-17\|7.37\|-1.60\|7.53\|7.57\|7.37\|94839;2026-03-18\|7.43\|0.81\|7.39\|7.44\|7.30\|80001;2026-03-19\|7.14\|-3.90\|7.36\|7.39\|7.11\|110231;2026-03-20\|7.01\|-1.82\|7.16\|7.21\|7.01\|105118;2026-03-23\|6.50\|-7.28\|6.87\|6.88\|6.46\|208231;2026-03-24\|6.82\|4.92\|6.69\|6.83\|6.56\|148361;2026-03-25\|6.92\|1.47\|6.84\|6.94\|6.80\|91091;2026-03-26\|6.86\|-0.87\|6.92\|7.08\|6.83\|125234;2026-03-27\|6.96\|1.46\|6.75\|7.00\|6.65\|88938;2026-03-30\|7.02\|0.86\|6.86\|7.04\|6.85\|90824;2026-03-31\|6.92\|-1.42\|7.02\|7.07\|6.91\|77013;2026-04-01\|7.08\|2.31\|7.01\|7.16\|6.99\|84840;2026-04-02\|6.96\|-1.69\|7.05\|7.09\|6.92\|76491;2026-04-03\|6.85\|-1.58\|6.93\|6.97\|6.78\|78847;2026-04-07\|6.90\|0.73\|6.81\|6.91\|6.80\|80556;2026-04-08\|7.26\|5.22\|7.02\|7.28\|7.02\|144913;2026-04-09\|7.36\|1.38\|7.22\|7.47\|7.16\|162317;2026-04-10\|7.48\|1.63\|7.46\|7.55\|7.32\|166044;2026-04-13\|7.25\|-3.07\|7.48\|7.48\|7.17\|202508;2026-04-14\|7.27\|0.28\|7.32\|7.35\|7.15\|133163;2026-04-15\|7.15\|-1.65\|7.25\|7.34\|7.13\|117623;2026-04-16\|7.19\|0.56\|7.15\|7.22\|7.10\|113517;2026-04-17\|7.15\|-0.56\|7.19\|7.21\|7.10\|101253;2026-04-20\|7.77\|8.67\|7.16\|7.87\|7.13\|622647;2026-04-21\|8.28\|6.56\|8.00\|8.36\|7.83\|712369;2026-04-22\|8.66\|4.59\|8.16\|8.70\|8.10\|625136;2026-04-23\|8.67\|0.12\|8.68\|8.74\|8.55\|399643;2026-04-24\|8.78\|1.27\|8.61\|8.87\|8.51\|320633;2026-04-27\|8.95\|1.94\|8.80\|9.10\|8.62\|419784;2026-04-28\|8.93\|-0.22\|8.91\|9.02\|8.84\|238518;2026-04-29\|9.24\|3.47\|8.96\|9.33\|8.91\|314308;2026-04-30\|9.21\|-0.32\|9.24\|9.38\|9.19\|267583;2026-05-06\|9.92\|7.71\|9.22\|10.13\|9.22\|908616;2026-05-07\|9.59\|-3.33\|9.76\|9.99\|9.36\|747348;2026-05-08\|9.70\|1.15\|9.48\|9.79\|9.44\|389115;2026-05-11\|10.00\|3.09\|9.71\|10.23\|9.71\|345882;2026-05-12\|10.61\|6.10\|10.14\|10.63\|9.85\|587439;2026-05-13\|10.86\|2.36\|10.60\|11.20\|10.60\|582101;2026-05-14\|10.96\|0.92\|11.06\|11.33\|10.89\|505612;2026-05-15\|10.55\|-3.74\|10.97\|11.07\|10.42\|502284;2026-05-18\|10.36\|-1.80\|10.60\|10.88\|10.22\|364066;2026-05-19\|10.47\|1.06\|10.30\|10.75\|10.00\|485120;2026-05-20\|9.42\|-10.03\|10.10\|10.36\|9.42\|762385;2026-05-21\|8.96\|-4.88\|9.39\|9.58\|8.91\|686463;2026-05-22\|9.14\|2.01\|9.00\|9.27\|8.90\|343883;2026-05-25\|9.11\|-0.33\|9.32\|9.39\|9.02\|244790;2026-05-26\|8.86\|-2.74\|9.06\|9.09\|8.70\|282125;2026-05-27\|8.42\|-4.97\|8.83\|8.88\|8.33\|369038;2026-05-28\|8.51\|1.07\|8.38\|8.78\|8.36\|251466;2026-05-29\|8.02\|-5.76\|8.51\|8.58\|7.96\|324220;2026-06-01\|8.05\|0.37\|8.06\|8.25\|8.05\|248568;2026-06-02\|8.00\|-0.62\|8.09\|8.11\|7.85\|207957;2026-06-03\|7.92\|-1.00\|8.05\|8.06\|7.79\|179982;2026-06-04\|7.79\|-1.64\|7.85\|7.90\|7.68\|181628;2026-06-05\|8.02\|2.95\|7.81\|8.11\|7.59\|278407;2026-06-08\|7.64\|-4.74\|7.88\|7.95\|7.48\|288763;2026-06-09\|7.62\|-0.26\|7.76\|7.76\|7.52\|174117;2026-06-10\|7.48\|-1.84\|7.60\|7.69\|7.35\|216625;2026-06-11\|7.41\|-0.94\|7.36\|7.49\|7.26\|156864;2026-06-12\|7.59\|2.43\|7.48\|7.79\|7.48\|237636;2026-06-15\|8.00\|5.40\|7.70\|8.00\|7.69\|257650;2026-06-16\|8.09\|1.12\|8.06\|8.25\|7.80\|292858;2026-06-17\|8.01\|-0.99\|8.06\|8.16\|7.92\|215794;2026-06-18\|8.81\|9.99\|8.01\|8.81\|8.01\|360221;2026-06-22\|8.34\|-5.33\|8.81\|8.98\|8.15\|815989;2026-06-23\|9.05\|8.51\|8.38\|9.17\|8.24\|917579;2026-06-24\|9.00\|-0.55\|9.01\|9.60\|8.79\|842224;2026-06-25\|8.27\|-8.11\|8.88\|8.88\|8.10\|839776;2026-06-26\|8.00\|-3.26\|8.19\|8.30\|7.79\|510205;2026-06-29\|7.62\|-4.75\|7.94\|8.08\|7.56\|340435;2026-06-30\|8.07\|5.91\|7.56\|8.38\|7.49\|467638;2026-07-01\|7.98\|-1.12\|8.13\|8.22\|7.93\|309111;2026-07-02\|8.78\|10.03\|7.80\|8.78\|7.79\|700258;2026-07-03\|8.74\|-0.46\|8.57\|8.99\|8.51\|663162;2026-07-06\|8.48\|-2.64\|8.73\|8.84\|8.39\|407624;2026-07-07\|7.86\|-7.31\|8.55\|8.55\|7.79\|420972;2026-07-08\|7.51\|-4.45\|7.91\|7.91\|7.51\|248421;2026-07-09\|7.36\|-2.00\|7.45\|7.57\|7.02\|315345;2026-07-10\|7.37\|0.14\|7.42\|7.53\|7.30\|244431;2026-07-13\|6.86\|-6.92\|7.25\|7.27\|6.86\|241971;2026-07-14\|7.30\|6.41\|7.20\|7.34\|7.01\|271611;2026-07-15\|7.16\|-1.92\|7.32\|7.35\|7.08\|161027;2026-07-16\|7.12\|-0.56\|7.11\|7.21\|7.00\|145257;2026-07-17\|6.86\|-3.65\|7.07\|7.12\|6.78\|187274
109962	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	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，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-10\|135.53\|2.59\|135.50\|136.60\|132.51\|24016;2026-03-11\|131.30\|-3.12\|135.53\|136.68\|129.70\|33247;2026-03-12\|128.03\|-2.49\|130.35\|132.50\|126.50\|33090;2026-03-13\|140.83\|10.00\|138.75\|140.83\|138.75\|22768;2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;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
109961	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-10\|247.53\|3.82\|246.99\|250.98\|244.80\|216856;2026-03-11\|244.20\|-1.35\|247.54\|255.36\|242.82\|192500;2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902
109960	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	1.6T光模块+FCBGA封装基板+CSP封装基板行业原因： 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5月8日投资者关系活动记录表，光模块业务是公司2026年工作重心之一，北京兴斐1.6T光模块产品板目前处于量产爬坡阶段，并在同步开展多家客户的验证导入工作。 2、据2026年4月25日年报及2026年5月8日投资者关系活动记录表，受益于存储芯片行业复苏和主要存储客户份额提升，公司CSP封装基板业务订单饱满，产能利用率处于高位，已启动新一轮投资扩产，总产能为5万平方米/月；2025年IC封装基板业务收入16.70亿元，同比增长49.71%。 3、据2026年5月8日投资者关系活动记录表，公司FCBGA封装基板项目处于小批量生产阶段，具备20层及以下产品量产能力，低层板良率超95%，高层板良率超90%，产品最小线宽线距达9/12um。	国内本土IC封装基板行业的先行者之一；公司生产的FCBGA封装基板可用于HBM存储的封装	2026-03-10\|24.59\|3.54\|24.30\|24.80\|24.12\|821529;2026-03-11\|24.42\|-0.69\|24.50\|25.09\|24.20\|643460;2026-03-12\|23.66\|-3.11\|24.36\|24.50\|23.33\|643216;2026-03-13\|23.94\|1.18\|23.45\|24.74\|23.15\|906419;2026-03-16\|23.92\|-0.08\|23.84\|24.07\|22.95\|839425;2026-03-17\|22.59\|-5.56\|24.33\|24.42\|22.59\|958240;2026-03-18\|23.20\|2.70\|22.81\|23.25\|22.55\|689428;2026-03-19\|22.41\|-3.41\|22.60\|22.89\|22.26\|606254;2026-03-20\|21.67\|-3.30\|22.46\|22.87\|21.66\|662028;2026-03-23\|20.44\|-5.68\|21.25\|21.53\|20.30\|690522;2026-03-24\|20.89\|2.20\|20.85\|20.95\|20.00\|568091;2026-03-25\|21.10\|1.01\|21.05\|21.52\|21.01\|497399;2026-03-26\|20.64\|-2.18\|21.10\|21.24\|20.52\|444333;2026-03-27\|20.70\|0.29\|20.14\|20.87\|20.03\|351848;2026-03-30\|20.56\|-0.68\|20.26\|20.65\|20.05\|385663;2026-03-31\|20.05\|-2.48\|20.56\|20.94\|19.98\|468239;2026-04-01\|20.62\|2.84\|20.60\|20.68\|20.28\|417222;2026-04-02\|19.75\|-4.22\|20.41\|20.55\|19.60\|512793;2026-04-03\|19.65\|-0.51\|19.90\|19.95\|19.51\|358892;2026-04-07\|20.27\|3.16\|20.00\|20.43\|19.94\|508363;2026-04-08\|21.75\|7.30\|21.05\|21.76\|20.81\|804635;2026-04-09\|22.08\|1.52\|21.49\|22.16\|21.32\|786229;2026-04-10\|22.94\|3.89\|22.12\|23.56\|22.12\|1077641;2026-04-13\|25.23\|9.98\|22.61\|25.23\|22.55\|2042215;2026-04-14\|25.42\|0.75\|24.98\|26.00\|24.83\|2283635;2026-04-15\|24.70\|-2.83\|25.39\|25.66\|24.57\|1256393;2026-04-16\|24.93\|0.93\|24.71\|25.46\|24.60\|926190;2026-04-17\|26.15\|4.89\|24.98\|26.38\|24.83\|1433586;2026-04-20\|26.55\|1.53\|26.60\|27.28\|26.36\|1278595;2026-04-21\|28.21\|6.25\|26.30\|28.60\|25.96\|1613837;2026-04-22\|28.63\|1.49\|29.00\|29.48\|27.75\|1681200;2026-04-23\|28.40\|-0.80\|29.05\|29.49\|28.00\|1176891;2026-04-24\|28.52\|0.42\|28.40\|29.25\|26.98\|1563479;2026-04-27\|29.23\|2.49\|28.30\|30.38\|28.18\|1985330;2026-04-28\|27.88\|-4.62\|28.99\|29.17\|27.61\|1490703;2026-04-29\|27.46\|-1.51\|27.47\|28.00\|27.00\|1078059;2026-04-30\|27.71\|0.91\|27.47\|27.99\|26.28\|1382422;2026-05-06\|29.47\|6.35\|29.65\|30.48\|29.36\|2107394;2026-05-07\|32.42\|10.01\|29.59\|32.42\|29.20\|1793361;2026-05-08\|32.01\|-1.26\|32.22\|32.74\|31.57\|1419454;2026-05-11\|33.17\|3.62\|33.20\|33.61\|32.30\|1500365;2026-05-12\|33.45\|0.84\|33.70\|34.25\|32.55\|1410549;2026-05-13\|34.19\|2.21\|32.60\|34.50\|32.23\|1544909;2026-05-14\|32.71\|-4.33\|34.31\|34.74\|32.50\|1356531;2026-05-15\|31.49\|-3.73\|33.01\|33.87\|31.14\|1370440;2026-05-18\|33.61\|6.73\|31.51\|33.91\|31.00\|1439593;2026-05-19\|32.83\|-2.32\|32.31\|33.00\|31.36\|1217093;2026-05-20\|33.54\|2.16\|32.60\|33.80\|32.01\|1310448;2026-05-21\|33.29\|-0.75\|33.54\|36.41\|32.78\|2285549;2026-05-22\|35.42\|6.40\|35.57\|35.99\|34.51\|1890061;2026-05-25\|38.12\|7.62\|36.00\|38.20\|35.43\|1988688;2026-05-26\|38.11\|-0.03\|37.50\|39.50\|37.05\|1998361;2026-05-27\|37.02\|-2.86\|37.83\|38.45\|36.19\|1646317;2026-05-28\|36.34\|-1.76\|36.00\|36.65\|35.15\|1278868;2026-05-29\|38.68\|6.44\|37.06\|39.97\|37.06\|2759169;2026-06-01\|38.62\|-0.16\|38.50\|40.20\|37.15\|2317150;2026-06-02\|42.22\|9.32\|37.23\|42.48\|37.01\|2410298;2026-06-03\|39.82\|-5.68\|42.33\|42.60\|39.13\|2252788;2026-06-04\|40.87\|2.64\|39.51\|42.50\|39.50\|1843648;2026-06-05\|37.90\|-7.27\|39.50\|40.39\|37.50\|1852203;2026-06-08\|37.00\|-2.37\|35.01\|38.88\|35.01\|1426858;2026-06-09\|38.15\|3.11\|37.99\|38.35\|36.60\|1326031;2026-06-10\|37.28\|-2.28\|38.19\|39.96\|36.30\|1550847;2026-06-11\|36.75\|-1.42\|36.96\|38.00\|35.50\|1279815;2026-06-12\|37.80\|2.86\|37.89\|39.20\|36.88\|1902588;2026-06-15\|40.09\|6.06\|38.20\|40.13\|37.33\|1615102;2026-06-16\|44.10\|10.00\|39.99\|44.10\|39.68\|2013244;2026-06-17\|47.80\|8.39\|45.01\|48.51\|45.01\|2581196;2026-06-18\|52.06\|8.91\|46.90\|52.58\|45.58\|2398026;2026-06-22\|53.30\|2.38\|53.50\|55.00\|51.85\|2135990;2026-06-23\|48.50\|-9.01\|52.00\|52.80\|47.99\|1841495;2026-06-24\|50.23\|3.57\|48.50\|51.61\|48.30\|1636779;2026-06-25\|53.53\|6.57\|51.10\|54.10\|49.00\|1587125;2026-06-26\|51.81\|-3.21\|53.00\|54.79\|49.92\|1420484;2026-06-29\|49.00\|-5.42\|52.00\|53.88\|47.11\|1570358;2026-06-30\|50.95\|3.98\|49.00\|52.30\|48.05\|1190763;2026-07-01\|47.48\|-6.81\|51.70\|53.24\|46.82\|1561240;2026-07-02\|45.41\|-4.36\|45.60\|48.33\|44.56\|1275926;2026-07-03\|46.37\|2.11\|44.40\|47.98\|44.03\|1195782;2026-07-06\|45.29\|-2.33\|47.11\|47.49\|42.01\|1286247;2026-07-07\|42.23\|-6.76\|45.32\|45.62\|41.86\|1107364;2026-07-08\|40.41\|-4.31\|42.70\|43.28\|40.30\|855463;2026-07-09\|44.45\|10.00\|41.50\|44.45\|40.94\|1141263;2026-07-10\|41.13\|-7.47\|45.60\|45.97\|41.05\|1375518;2026-07-13\|38.50\|-6.39\|41.13\|42.50\|38.16\|1115361;2026-07-14\|40.85\|6.10\|38.58\|41.39\|38.05\|1190006;2026-07-15\|38.71\|-5.24\|41.26\|41.87\|38.43\|947773;2026-07-16\|37.84\|-2.25\|38.02\|40.13\|36.50\|956282;2026-07-17\|34.06\|-9.99\|37.35\|37.99\|34.06\|958944
109959	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	CPU增资+定增算力+家电复合材料行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月29日公告，公司拟以简易程序向特定对象发行股票，募投项目为国产智能算力中心，建成后将形成智能计算输出能力并提供算力租赁等服务，预计新增年收入8592万元。 2、据2026年4月11日及4月28日公告，公司以2.33亿元向参股公司熠知电子追加投资，其主营ARM服务器CPU芯片设计，在售芯片已获知名客户认可。 3、据2025年6月12日及2025年8月2日公告，熠知电子拟推出第三代9000系列CPU+NPU融合算力芯片，面向通用云计算及大模型一体机等智算领域。 4、据2026年3月27日年报，公司主营家电外观复合材料PCM/VCM，拥有四条生产线，处于行业领先地位，产品供应三星、LG、美的等全球头部品牌。	公司参股的熠知电子主营CPU及服务器产品	2026-03-10\|67.21\|10.00\|61.33\|67.21\|61.33\|80677;2026-03-11\|67.04\|-0.25\|66.86\|68.58\|65.80\|89162;2026-03-12\|65.73\|-1.95\|67.00\|67.40\|64.56\|61870;2026-03-13\|63.30\|-3.70\|65.00\|65.98\|63.27\|42142;2026-03-16\|64.32\|1.61\|63.10\|65.88\|63.02\|51773;2026-03-17\|62.63\|-2.63\|65.32\|66.23\|62.28\|52755;2026-03-18\|63.30\|1.07\|63.12\|63.50\|61.50\|34510;2026-03-19\|60.90\|-3.79\|62.44\|62.87\|60.50\|39292;2026-03-20\|60.93\|0.05\|61.18\|62.86\|60.88\|43832;2026-03-23\|54.84\|-10.00\|59.51\|59.78\|54.84\|87595;2026-03-24\|57.61\|5.05\|56.35\|57.63\|55.10\|52176;2026-03-25\|61.00\|5.88\|58.79\|61.77\|58.61\|57103;2026-03-26\|60.85\|-0.25\|61.70\|63.38\|60.00\|45189;2026-03-27\|60.43\|-0.69\|59.26\|61.50\|57.80\|34364;2026-03-30\|60.65\|0.36\|59.52\|61.80\|59.04\|36522;2026-03-31\|60.53\|-0.20\|60.65\|61.86\|60.00\|29897;2026-04-01\|62.87\|3.87\|61.02\|62.88\|61.02\|50076;2026-04-02\|62.67\|-0.32\|62.86\|63.47\|62.06\|32847;2026-04-03\|60.51\|-3.45\|63.23\|63.23\|60.50\|32619;2026-04-07\|59.95\|-0.93\|61.61\|61.61\|59.60\|24630;2026-04-08\|63.99\|6.74\|61.71\|64.75\|61.71\|68387;2026-04-09\|66.75\|4.31\|63.50\|67.48\|62.79\|80562;2026-04-10\|67.78\|1.54\|67.02\|69.49\|66.83\|65899;2026-04-13\|71.59\|5.62\|66.16\|73.99\|65.80\|118758;2026-04-14\|69.83\|-2.46\|71.00\|72.96\|69.51\|86569;2026-04-15\|72.13\|3.29\|69.83\|73.99\|69.20\|96330;2026-04-16\|70.53\|-2.22\|71.01\|72.64\|69.83\|91137;2026-04-17\|74.50\|5.63\|71.60\|75.00\|70.31\|125378;2026-04-20\|74.35\|-0.20\|74.27\|74.99\|71.55\|100057;2026-04-21\|71.17\|-4.28\|73.40\|73.89\|70.70\|62085;2026-04-22\|71.32\|0.21\|71.10\|72.86\|70.80\|48226;2026-04-23\|73.95\|3.69\|72.31\|77.41\|72.22\|114411;2026-04-24\|81.35\|10.01\|81.35\|81.35\|79.00\|228148;2026-04-27\|88.07\|8.26\|86.19\|89.20\|82.00\|343148;2026-04-28\|79.26\|-10.00\|84.00\|87.00\|79.26\|201891;2026-04-29\|76.95\|-2.91\|79.90\|80.19\|74.40\|162695;2026-04-30\|81.28\|5.63\|78.88\|82.48\|76.60\|169605;2026-05-06\|89.41\|10.00\|89.41\|89.41\|88.36\|67449;2026-05-07\|93.46\|4.53\|92.00\|94.50\|89.00\|243885;2026-05-08\|90.40\|-3.27\|91.99\|92.30\|89.02\|127178;2026-05-11\|96.08\|6.28\|95.15\|96.96\|92.46\|146345;2026-05-12\|90.01\|-6.32\|95.34\|96.60\|89.70\|136798;2026-05-13\|99.01\|10.00\|88.00\|99.01\|87.60\|120163;2026-05-14\|103.61\|4.65\|108.91\|108.91\|102.50\|290644;2026-05-15\|93.25\|-10.00\|104.00\|104.00\|93.25\|228181;2026-05-18\|89.70\|-3.81\|93.24\|95.85\|88.80\|185826;2026-05-19\|89.47\|-0.26\|88.82\|90.07\|84.00\|145026;2026-05-20\|94.50\|5.62\|89.00\|95.88\|88.02\|133349;2026-05-21\|97.55\|3.23\|99.96\|103.95\|97.00\|268760;2026-05-22\|102.57\|5.15\|101.49\|106.77\|101.00\|214499;2026-05-25\|102.58\|0.01\|102.00\|103.20\|98.00\|136523;2026-05-26\|99.80\|-2.71\|104.22\|105.00\|98.21\|105245;2026-05-27\|94.82\|-4.99\|100.17\|102.80\|94.00\|116964;2026-05-28\|96.11\|1.36\|95.87\|97.20\|91.00\|85024;2026-05-29\|90.67\|-5.66\|100.90\|101.80\|89.50\|143093;2026-06-01\|87.35\|-3.66\|92.00\|92.94\|86.74\|92058;2026-06-02\|89.84\|2.85\|88.28\|90.60\|86.66\|106065;2026-06-03\|89.27\|-0.63\|88.97\|92.00\|88.15\|76012;2026-06-04\|89.47\|0.22\|89.00\|90.75\|87.45\|67123;2026-06-05\|83.37\|-6.82\|87.96\|88.33\|82.48\|118971;2026-06-08\|78.55\|-5.78\|78.84\|81.59\|76.00\|94152;2026-06-09\|82.42\|4.93\|80.50\|82.50\|79.30\|58811;2026-06-10\|81.12\|-1.58\|81.00\|86.16\|80.00\|79104;2026-06-11\|78.30\|-3.48\|81.30\|81.70\|77.61\|61516;2026-06-12\|78.44\|0.18\|81.00\|82.98\|76.80\|80031;2026-06-15\|82.58\|5.28\|78.93\|82.65\|78.92\|75997;2026-06-16\|82.47\|-0.13\|82.58\|83.52\|81.08\|64537;2026-06-17\|83.38\|1.36\|82.58\|84.75\|81.61\|70959;2026-06-18\|89.19\|6.97\|82.73\|89.89\|82.30\|117803;2026-06-22\|87.13\|-2.31\|89.61\|91.70\|85.00\|121361;2026-06-23\|86.30\|-0.95\|87.13\|92.79\|83.70\|128793;2026-06-24\|88.19\|2.19\|86.29\|89.94\|83.55\|85718;2026-06-25\|89.75\|1.77\|89.21\|91.01\|86.80\|111862;2026-06-26\|86.46\|-3.67\|88.51\|89.50\|84.10\|86700;2026-06-29\|83.52\|-3.40\|86.17\|87.50\|80.00\|86653;2026-06-30\|91.87\|10.00\|82.51\|91.87\|80.60\|116318;2026-07-01\|88.85\|-3.29\|91.97\|96.16\|87.35\|115465;2026-07-02\|87.97\|-0.99\|86.29\|92.58\|83.01\|114823;2026-07-03\|86.00\|-2.24\|87.50\|89.59\|85.35\|65102;2026-07-06\|88.26\|2.63\|90.00\|91.58\|82.00\|114248;2026-07-07\|84.03\|-4.79\|88.00\|89.50\|84.01\|77890;2026-07-08\|78.23\|-6.90\|84.03\|85.49\|78.00\|86562;2026-07-09\|85.16\|8.86\|79.63\|85.80\|75.59\|94582;2026-07-10\|82.52\|-3.10\|87.50\|88.58\|82.30\|69704;2026-07-13\|77.82\|-5.70\|82.02\|83.94\|77.30\|72009;2026-07-14\|75.95\|-2.40\|77.58\|78.29\|72.28\|69833;2026-07-15\|71.69\|-5.61\|77.79\|77.79\|71.00\|65598;2026-07-16\|67.33\|-6.08\|71.59\|72.38\|66.49\|76861;2026-07-17\|60.60\|-10.00\|67.28\|67.28\|60.60\|85977
109958	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	PCB概念+PI薄膜+商业航天行业原因： 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11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985
109957	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-03-10\|30.86\|2.02\|30.85\|31.45\|30.43\|35400;2026-03-11\|30.22\|-2.07\|30.83\|30.86\|29.94\|43186;2026-03-12\|28.96\|-4.17\|30.15\|30.36\|28.89\|37764;2026-03-13\|28.15\|-2.80\|28.90\|29.11\|28.08\|26659;2026-03-16\|28.95\|2.84\|28.50\|29.16\|27.97\|28878;2026-03-17\|28.13\|-2.83\|29.17\|29.43\|28.12\|24626;2026-03-18\|28.86\|2.60\|28.42\|29.08\|28.02\|24465;2026-03-19\|28.61\|-0.87\|28.50\|29.34\|28.33\|30646;2026-03-20\|27.41\|-4.19\|28.62\|28.90\|27.40\|26847;2026-03-23\|25.40\|-7.33\|26.92\|27.00\|24.90\|46592;2026-03-24\|26.80\|5.51\|25.88\|26.99\|25.52\|31761;2026-03-25\|26.77\|-0.11\|26.98\|27.00\|26.45\|26260;2026-03-26\|25.52\|-4.67\|26.72\|26.88\|25.29\|33453;2026-03-27\|26.49\|3.80\|24.90\|27.07\|24.77\|37634;2026-03-30\|26.16\|-1.25\|26.29\|26.49\|25.68\|19827;2026-03-31\|25.82\|-1.30\|26.29\|26.91\|25.79\|21579;2026-04-01\|25.90\|0.31\|26.34\|26.52\|25.66\|23575;2026-04-02\|24.94\|-3.71\|25.90\|25.90\|24.76\|22792;2026-04-03\|25.13\|0.76\|25.92\|25.94\|24.42\|26422;2026-04-07\|25.36\|0.92\|25.25\|26.44\|25.00\|25160;2026-04-08\|26.23\|3.43\|25.76\|26.49\|25.76\|26250;2026-04-09\|25.75\|-1.83\|26.02\|26.12\|25.64\|19149;2026-04-10\|25.95\|0.78\|25.91\|26.38\|25.80\|20753;2026-04-13\|25.44\|-1.97\|25.88\|25.96\|25.30\|17971;2026-04-14\|25.90\|1.81\|25.84\|25.90\|25.20\|20058;2026-04-15\|27.13\|4.75\|26.36\|28.49\|25.95\|103541;2026-04-16\|26.63\|-1.84\|27.33\|27.33\|26.25\|62112;2026-04-17\|27.20\|2.14\|26.60\|28.17\|26.50\|53057;2026-04-20\|25.80\|-5.15\|27.03\|27.03\|25.58\|58999;2026-04-21\|25.88\|0.31\|25.82\|26.00\|25.19\|30081;2026-04-22\|26.20\|1.24\|25.50\|26.52\|25.42\|32242;2026-04-23\|25.11\|-4.16\|26.03\|26.20\|24.89\|35715;2026-04-24\|24.85\|-1.04\|25.00\|25.21\|24.58\|19610;2026-04-27\|23.91\|-3.78\|24.27\|24.56\|23.20\|49863;2026-04-28\|26.30\|10.00\|23.85\|26.30\|23.75\|83921;2026-04-29\|26.55\|0.95\|26.20\|26.67\|25.70\|56512;2026-04-30\|29.21\|10.02\|27.62\|29.21\|27.55\|89930;2026-05-06\|32.13\|10.00\|30.60\|32.13\|30.09\|105244;2026-05-07\|32.14\|0.03\|31.20\|33.61\|30.53\|182206;2026-05-08\|31.68\|-1.43\|32.11\|33.47\|31.34\|138147;2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362;2026-07-13\|28.13\|-10.01\|29.16\|30.11\|28.13\|64914;2026-07-14\|28.85\|2.56\|27.41\|29.00\|26.13\|131539;2026-07-15\|27.50\|-4.68\|28.64\|29.70\|27.10\|87315;2026-07-16\|25.80\|-6.18\|27.14\|28.08\|25.52\|90876;2026-07-17\|24.06\|-6.74\|26.18\|26.35\|23.99\|87649
109956	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	光刻胶基材+精细化工+收购莱恩光电行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年4月30日及5月14日公告与互动易，公司收购山东莱恩光电67.411%股权事项持续推进，莱恩光电已完成董事会改选与管理人员聘任，其中40.3150%股权已完成过户登记，剩余27.0959%股权表决权已委托给公司。 2、据2026年5月14日投资者关系活动记录表，公司现有光刻胶基材--光引发剂产品，按客户订单小批量生产销售，2025年该产品收入占公司总营收不足4%。 3、据2025年年报及2026年5月14日投资者关系活动记录表，公司主营业务为精细化工，主导产品AKD蜡粉产能与市占率居全球前列，拥有巴斯夫、花王等长期客户；公司正推进“精细化工+智能制造”双轮驱动战略。	公司光刻胶基材产品业务目前正处于客户接洽阶段，已有少量试订单；25年业绩同比减亏	2026-03-10\|6.46\|3.19\|6.32\|6.54\|6.29\|318418;2026-03-11\|6.35\|-1.70\|6.46\|6.48\|6.29\|182314;2026-03-12\|6.26\|-1.42\|6.36\|6.36\|6.24\|125328;2026-03-13\|6.21\|-0.80\|6.23\|6.28\|6.16\|117578;2026-03-16\|6.21\|0.00\|6.18\|6.27\|6.16\|99834;2026-03-17\|5.99\|-3.54\|6.19\|6.23\|5.98\|154500;2026-03-18\|6.04\|0.83\|5.98\|6.04\|5.95\|90484;2026-03-19\|5.84\|-3.31\|5.99\|6.01\|5.82\|99450;2026-03-20\|5.64\|-3.42\|5.88\|5.89\|5.64\|135097;2026-03-23\|5.25\|-6.91\|5.50\|5.52\|5.19\|199189;2026-03-24\|5.46\|4.00\|5.37\|5.48\|5.25\|134842;2026-03-25\|5.47\|0.18\|5.48\|5.50\|5.41\|100614;2026-03-26\|5.33\|-2.56\|5.47\|5.55\|5.29\|102381;2026-03-27\|5.47\|2.63\|5.28\|5.50\|5.22\|116359;2026-03-30\|5.42\|-0.91\|5.40\|5.47\|5.32\|72949;2026-03-31\|5.25\|-3.14\|5.41\|5.47\|5.23\|110586;2026-04-01\|5.29\|0.76\|5.33\|5.34\|5.20\|126945;2026-04-02\|5.15\|-2.65\|5.24\|5.30\|5.12\|97300;2026-04-03\|4.93\|-4.27\|5.18\|5.18\|4.91\|149983;2026-04-07\|5.05\|2.43\|4.93\|5.07\|4.89\|100352;2026-04-08\|5.23\|3.56\|5.13\|5.24\|5.08\|105572;2026-04-09\|5.05\|-3.44\|5.20\|5.21\|5.04\|119758;2026-04-10\|5.06\|0.20\|5.08\|5.15\|5.05\|71707;2026-04-13\|4.99\|-1.38\|5.08\|5.08\|4.95\|100288;2026-04-14\|4.90\|-1.80\|5.02\|5.03\|4.83\|149928;2026-04-15\|4.82\|-1.63\|4.90\|4.95\|4.81\|110097;2026-04-16\|4.93\|2.28\|4.82\|4.93\|4.81\|103852;2026-04-17\|4.87\|-1.22\|4.90\|4.91\|4.77\|110074;2026-04-20\|4.87\|0.00\|4.87\|4.89\|4.81\|85237;2026-04-21\|4.95\|1.64\|4.86\|5.08\|4.84\|178635;2026-04-22\|4.98\|0.61\|4.92\|5.03\|4.87\|158667;2026-04-23\|4.83\|-3.01\|4.98\|5.00\|4.83\|121274;2026-04-24\|4.87\|0.83\|4.82\|5.17\|4.81\|243825;2026-04-27\|4.90\|0.62\|4.81\|4.96\|4.70\|212178;2026-04-28\|4.98\|1.63\|4.85\|5.04\|4.83\|170835;2026-04-29\|5.10\|2.41\|4.98\|5.13\|4.91\|202256;2026-04-30\|5.61\|10.00\|5.15\|5.61\|5.15\|194931;2026-05-06\|6.17\|9.98\|6.09\|6.17\|5.66\|712508;2026-05-07\|6.38\|3.40\|6.23\|6.77\|6.05\|923304;2026-05-08\|6.29\|-1.41\|6.05\|6.59\|6.01\|701630;2026-05-11\|6.50\|3.34\|6.25\|6.55\|6.18\|577266;2026-05-12\|6.38\|-1.85\|6.50\|6.68\|6.30\|428118;2026-05-13\|6.54\|2.51\|6.32\|6.60\|6.26\|467628;2026-05-14\|6.38\|-2.45\|6.52\|6.63\|6.36\|275737;2026-05-15\|6.21\|-2.66\|6.37\|6.51\|6.16\|364006;2026-05-18\|6.01\|-3.22\|6.29\|6.29\|5.90\|406859;2026-05-19\|6.08\|1.16\|5.99\|6.19\|5.90\|258754;2026-05-20\|6.04\|-0.66\|6.02\|6.19\|5.94\|216182;2026-05-21\|5.69\|-5.79\|6.06\|6.09\|5.66\|259974;2026-05-22\|6.26\|10.02\|5.70\|6.26\|5.68\|265715;2026-05-25\|6.35\|1.44\|6.39\|6.44\|6.21\|548983;2026-05-26\|6.25\|-1.57\|6.25\|6.39\|6.14\|333476;2026-05-27\|6.05\|-3.20\|6.24\|6.25\|5.96\|242694;2026-05-28\|6.04\|-0.17\|6.01\|6.15\|5.85\|209461;2026-05-29\|5.80\|-3.97\|6.01\|6.08\|5.76\|215516;2026-06-01\|5.91\|1.90\|5.75\|6.02\|5.71\|168816;2026-06-02\|5.70\|-3.55\|5.89\|5.91\|5.50\|176056;2026-06-03\|5.68\|-0.35\|5.69\|5.81\|5.59\|154734;2026-06-04\|5.61\|-1.23\|5.69\|5.69\|5.52\|136849;2026-06-05\|5.60\|-0.18\|5.59\|5.76\|5.34\|205062;2026-06-08\|5.27\|-5.89\|5.46\|5.57\|5.18\|188451;2026-06-09\|5.48\|3.98\|5.29\|5.76\|5.21\|221894;2026-06-10\|5.42\|-1.09\|5.43\|5.59\|5.36\|172455;2026-06-11\|5.33\|-1.66\|5.40\|5.49\|5.25\|110888;2026-06-12\|5.24\|-1.69\|5.39\|5.48\|5.22\|150704;2026-06-15\|5.19\|-0.95\|5.26\|5.36\|5.14\|131415;2026-06-16\|5.24\|0.96\|5.18\|5.30\|5.03\|131401;2026-06-17\|5.07\|-3.24\|5.18\|5.22\|5.00\|151900;2026-06-18\|4.98\|-1.78\|5.07\|5.07\|4.89\|136697;2026-06-22\|4.92\|-1.20\|5.00\|5.01\|4.69\|181581;2026-06-23\|5.41\|9.96\|4.84\|5.41\|4.83\|231091;2026-06-24\|4.94\|-8.69\|5.36\|5.36\|4.87\|564399;2026-06-25\|4.68\|-5.26\|4.87\|5.08\|4.64\|399656;2026-06-26\|4.50\|-3.85\|4.58\|4.80\|4.47\|291942;2026-06-29\|4.43\|-1.56\|4.50\|4.61\|4.37\|201486;2026-06-30\|4.52\|2.03\|4.43\|4.54\|4.32\|145032;2026-07-01\|4.78\|5.75\|4.54\|4.90\|4.47\|240416;2026-07-02\|4.75\|-0.63\|4.78\|4.96\|4.70\|188909;2026-07-03\|4.62\|-2.74\|4.80\|4.83\|4.57\|152661;2026-07-06\|4.50\|-2.60\|4.64\|4.68\|4.49\|107432;2026-07-07\|4.34\|-3.56\|4.48\|4.52\|4.32\|97353;2026-07-08\|4.03\|-7.14\|4.34\|4.38\|3.97\|272200;2026-07-09\|4.12\|2.23\|4.05\|4.25\|3.93\|226115;2026-07-10\|4.13\|0.24\|4.09\|4.26\|4.06\|158521;2026-07-13\|3.93\|-4.84\|4.13\|4.16\|3.90\|153951;2026-07-14\|4.04\|2.80\|3.88\|4.04\|3.85\|133380;2026-07-15\|4.08\|0.99\|4.03\|4.17\|4.02\|132137;2026-07-16\|4.13\|1.23\|4.08\|4.23\|4.02\|135251;2026-07-17\|3.87\|-6.30\|4.13\|4.16\|3.83\|155815
109955	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-03-10\|14.03\|0.43\|13.86\|14.26\|13.70\|150054;2026-03-11\|13.88\|-1.07\|13.95\|14.07\|13.75\|92179;2026-03-12\|13.48\|-2.88\|13.85\|13.87\|13.41\|94067;2026-03-13\|13.04\|-3.26\|13.60\|13.66\|13.01\|88725;2026-03-16\|12.46\|-4.45\|12.95\|13.15\|12.38\|107712;2026-03-17\|12.05\|-3.29\|12.46\|12.60\|12.02\|77947;2026-03-18\|12.13\|0.66\|12.10\|12.23\|11.89\|56520;2026-03-19\|11.81\|-2.64\|11.91\|12.00\|11.71\|53277;2026-03-20\|11.40\|-3.47\|11.84\|11.97\|11.40\|64639;2026-03-23\|10.85\|-4.82\|11.39\|11.41\|10.70\|90686;2026-03-24\|11.61\|7.00\|11.04\|11.63\|10.97\|84598;2026-03-25\|11.73\|1.03\|11.75\|11.94\|11.62\|48225;2026-03-26\|11.43\|-2.56\|11.75\|11.80\|11.31\|39283;2026-03-27\|11.60\|1.49\|11.25\|11.63\|11.25\|32176;2026-03-30\|11.58\|-0.17\|11.46\|11.80\|11.22\|73938;2026-03-31\|11.92\|2.94\|11.55\|12.27\|11.39\|100670;2026-04-01\|11.82\|-0.84\|12.17\|12.17\|11.74\|66985;2026-04-02\|11.72\|-0.85\|11.82\|12.24\|11.61\|55795;2026-04-03\|11.28\|-3.75\|11.75\|11.75\|11.24\|42694;2026-04-07\|11.44\|1.42\|11.24\|11.56\|11.23\|34106;2026-04-08\|11.92\|4.20\|11.65\|11.93\|11.62\|34503;2026-04-09\|12.06\|1.17\|11.92\|12.18\|11.73\|45193;2026-04-10\|12.79\|6.05\|12.06\|12.84\|12.06\|167239;2026-04-13\|12.87\|0.63\|12.16\|13.45\|11.70\|254195;2026-04-14\|12.30\|-4.43\|13.03\|13.09\|12.29\|137446;2026-04-15\|12.03\|-2.20\|12.39\|12.40\|11.98\|91089;2026-04-16\|12.02\|-0.08\|12.00\|12.10\|11.80\|74577;2026-04-17\|11.85\|-1.41\|11.99\|11.99\|11.72\|64978;2026-04-20\|11.91\|0.51\|11.87\|11.92\|11.72\|62155;2026-04-21\|11.68\|-1.93\|11.97\|11.97\|11.57\|64058;2026-04-22\|11.65\|-0.26\|11.64\|11.71\|11.56\|50533;2026-04-23\|12.22\|4.89\|11.66\|12.47\|11.41\|160186;2026-04-24\|12.90\|5.56\|12.09\|13.44\|12.01\|316064;2026-04-27\|12.60\|-2.33\|12.65\|12.90\|12.38\|212048;2026-04-28\|13.86\|10.00\|12.51\|13.86\|12.30\|242792;2026-04-29\|15.25\|10.03\|14.60\|15.25\|14.08\|665113;2026-04-30\|16.78\|10.03\|16.50\|16.78\|16.48\|438344;2026-05-06\|18.46\|10.01\|18.25\|18.46\|18.00\|268149;2026-05-07\|17.85\|-3.30\|20.31\|20.31\|17.13\|1100442;2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088;2026-07-13\|13.55\|-8.32\|15.20\|15.70\|13.37\|316352;2026-07-14\|13.31\|-1.77\|13.51\|13.58\|12.88\|213833;2026-07-15\|13.03\|-2.10\|13.17\|13.40\|12.90\|125123;2026-07-16\|12.23\|-6.14\|12.81\|13.00\|12.16\|173639;2026-07-17\|11.20\|-8.42\|12.19\|12.23\|11.02\|205930
109954	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	参股神州龙芯（CPU）+功率半导体+并购吉莱微行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2025年2月10日互动易，本公司参股公司神州龙芯的业务以集成电路（自主知识产权处理器）设计、制造、销售为主线，并辅以密码系列产品和新拓展行业产品这条副线，在坚持核心技术和产品研发的基础上，为客户提供包括CPU、SOC、板卡、解决方案、计算机、服务器密码机、税务UKey、商密培训、商密评测等在内的全方位的技术和产品服务。 2、据2026年4月28日发布的2025年度持续督导意见，公司于2025年完成功率半导体企业吉莱微并购，切入晶闸管、保护器件等功率半导体芯片及器件IDM业务，形成设计-制造-封测全链条。 3、据2025年年度报告，公司控股天一集成、南京天悦等，持续推出信息安全芯片、助听器芯片等产品，构建“国内设计-国内流片-国内封装-国内测试”本土化闭环。	参股企业神州龙芯是一家集成电路设计企业，第一款完全自主知识产权的通用CPU龙芯一号就诞生于该公司；一季度净利润同比增长332.80%	2026-03-10\|6.24\|0.48\|6.20\|6.34\|6.17\|224508;2026-03-11\|6.22\|-0.32\|6.21\|6.32\|6.17\|233959;2026-03-12\|6.10\|-1.93\|6.20\|6.25\|6.04\|234684;2026-03-13\|5.95\|-2.46\|6.05\|6.09\|5.93\|210251;2026-03-16\|6.01\|1.01\|5.94\|6.02\|5.87\|183559;2026-03-17\|5.99\|-0.33\|6.05\|6.27\|5.98\|331150;2026-03-18\|6.08\|1.50\|6.00\|6.09\|5.97\|180444;2026-03-19\|5.88\|-3.29\|5.98\|6.00\|5.86\|219402;2026-03-20\|5.67\|-3.57\|5.88\|5.95\|5.65\|197269;2026-03-23\|5.24\|-7.58\|5.51\|5.55\|5.18\|318335;2026-03-24\|5.45\|4.01\|5.35\|5.47\|5.24\|222754;2026-03-25\|5.62\|3.12\|5.46\|5.67\|5.44\|218897;2026-03-26\|5.50\|-2.14\|5.66\|5.79\|5.46\|222361;2026-03-27\|5.59\|1.64\|5.41\|5.63\|5.41\|189728;2026-03-30\|5.58\|-0.18\|5.48\|5.59\|5.44\|149181;2026-03-31\|5.51\|-1.25\|5.59\|5.69\|5.50\|146814;2026-04-01\|5.59\|1.45\|5.62\|5.64\|5.54\|133109;2026-04-02\|5.48\|-1.97\|5.56\|5.58\|5.43\|154323;2026-04-03\|5.34\|-2.55\|5.48\|5.50\|5.33\|104485;2026-04-07\|5.44\|1.87\|5.35\|5.48\|5.35\|155892;2026-04-08\|5.67\|4.23\|5.55\|5.69\|5.54\|204626;2026-04-09\|5.58\|-1.59\|5.62\|5.69\|5.58\|162825;2026-04-10\|5.63\|0.90\|5.65\|5.73\|5.62\|145901;2026-04-13\|5.79\|2.84\|5.62\|5.90\|5.61\|368809;2026-04-14\|5.73\|-1.04\|5.76\|5.83\|5.64\|349428;2026-04-15\|5.62\|-1.92\|5.78\|5.80\|5.59\|333204;2026-04-16\|5.69\|1.25\|5.67\|5.69\|5.59\|205118;2026-04-17\|5.78\|1.58\|5.86\|6.04\|5.76\|422146;2026-04-20\|5.83\|0.87\|5.84\|5.96\|5.77\|288065;2026-04-21\|5.66\|-2.92\|5.82\|5.83\|5.63\|252160;2026-04-22\|5.76\|1.77\|5.64\|5.84\|5.60\|246815;2026-04-23\|6.34\|10.07\|5.85\|6.34\|5.74\|503662;2026-04-24\|6.97\|9.94\|6.97\|6.97\|6.86\|903928;2026-04-27\|6.96\|-0.14\|7.53\|7.67\|6.92\|2690855;2026-04-28\|7.66\|10.06\|6.71\|7.66\|6.62\|1909438;2026-04-29\|7.89\|3.00\|7.32\|8.39\|7.17\|2945450;2026-04-30\|7.62\|-3.42\|7.89\|8.07\|7.41\|2094109;2026-05-06\|8.38\|9.97\|8.20\|8.38\|7.87\|1626500;2026-05-07\|8.17\|-2.51\|8.23\|8.78\|8.03\|2673663;2026-05-08\|7.84\|-4.04\|8.06\|8.23\|7.72\|1888921;2026-05-11\|8.27\|5.48\|8.10\|8.62\|8.10\|2311835;2026-05-12\|8.07\|-2.42\|8.26\|8.50\|8.05\|1946762;2026-05-13\|7.96\|-1.36\|7.80\|8.04\|7.69\|1372269;2026-05-14\|7.62\|-4.27\|8.10\|8.19\|7.62\|1157358;2026-05-15\|7.17\|-5.91\|7.51\|7.61\|7.07\|1115560;2026-05-18\|7.03\|-1.95\|7.06\|7.39\|6.97\|767606;2026-05-19\|7.02\|-0.14\|6.96\|7.07\|6.75\|653304;2026-05-20\|6.97\|-0.71\|6.90\|7.03\|6.86\|460770;2026-05-21\|6.62\|-5.02\|7.21\|7.25\|6.59\|920913;2026-05-22\|6.77\|2.27\|6.70\|6.80\|6.61\|580028;2026-05-25\|6.77\|0.00\|6.71\|6.78\|6.53\|456448;2026-05-26\|6.56\|-3.10\|6.90\|6.90\|6.44\|591187;2026-05-27\|6.35\|-3.20\|6.56\|6.62\|6.29\|468708;2026-05-28\|6.50\|2.36\|6.38\|6.56\|6.26\|385757;2026-05-29\|6.18\|-4.92\|6.50\|6.55\|6.14\|512014;2026-06-01\|6.15\|-0.49\|6.18\|6.31\|6.12\|293238;2026-06-02\|6.01\|-2.28\|6.14\|6.17\|5.89\|347532;2026-06-03\|6.07\|1.00\|6.00\|6.24\|5.98\|413680;2026-06-04\|6.10\|0.49\|6.00\|6.16\|5.95\|335231;2026-06-05\|6.02\|-1.31\|6.09\|6.14\|5.90\|328938;2026-06-08\|5.67\|-5.81\|5.80\|5.97\|5.63\|333124;2026-06-09\|5.89\|3.88\|5.86\|5.92\|5.74\|311876;2026-06-10\|5.89\|0.00\|5.81\|6.03\|5.79\|310595;2026-06-11\|5.72\|-2.89\|5.84\|5.89\|5.66\|259655;2026-06-12\|5.77\|0.87\|5.84\|5.94\|5.73\|299843;2026-06-15\|5.94\|2.95\|5.85\|5.95\|5.81\|324689;2026-06-16\|5.98\|0.67\|5.95\|6.08\|5.89\|363130;2026-06-17\|6.02\|0.67\|5.95\|6.02\|5.92\|334677;2026-06-18\|6.05\|0.50\|6.00\|6.14\|5.98\|476463;2026-06-22\|5.89\|-2.64\|6.05\|6.09\|5.70\|538907;2026-06-23\|5.97\|1.36\|5.82\|6.11\|5.81\|454771;2026-06-24\|6.12\|2.51\|5.93\|6.19\|5.92\|688209;2026-06-25\|6.47\|5.72\|6.03\|6.57\|5.99\|1043280;2026-06-26\|6.82\|5.41\|6.39\|7.08\|6.29\|1233249;2026-06-29\|6.68\|-2.05\|6.76\|6.95\|6.50\|920783;2026-06-30\|7.00\|4.79\|6.60\|7.00\|6.38\|1030926;2026-07-01\|6.85\|-2.14\|6.95\|7.12\|6.82\|876191;2026-07-02\|6.30\|-8.03\|6.61\|6.65\|6.26\|760681;2026-07-03\|6.09\|-3.33\|6.27\|6.34\|5.98\|528882;2026-07-06\|6.26\|2.79\|6.12\|6.42\|5.85\|649206;2026-07-07\|6.43\|2.72\|6.20\|6.48\|6.09\|611530;2026-07-08\|6.04\|-6.07\|6.31\|6.42\|6.02\|463226;2026-07-09\|6.64\|9.93\|5.99\|6.64\|5.95\|861050;2026-07-10\|6.62\|-0.30\|6.62\|6.82\|6.54\|932612;2026-07-13\|6.48\|-2.11\|6.57\|6.72\|6.44\|717918;2026-07-14\|6.28\|-3.09\|6.48\|6.72\|6.00\|917269;2026-07-15\|6.15\|-2.07\|6.35\|6.55\|6.09\|570479;2026-07-16\|6.05\|-1.63\|6.01\|6.38\|6.00\|551653;2026-07-17\|5.45\|-9.92\|6.00\|6.05\|5.45\|702702
109953	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-03-10\|24.10\|-0.86\|24.32\|24.68\|23.66\|709026;2026-03-11\|23.98\|-0.50\|23.83\|24.25\|23.79\|455781;2026-03-12\|24.98\|4.17\|23.98\|25.68\|23.85\|856221;2026-03-13\|23.57\|-5.64\|24.30\|24.45\|23.46\|502334;2026-03-16\|23.41\|-0.68\|23.03\|23.68\|22.60\|281597;2026-03-17\|22.65\|-3.25\|23.63\|23.79\|22.60\|305105;2026-03-18\|24.12\|6.49\|22.80\|24.92\|22.48\|736370;2026-03-19\|24.00\|-0.50\|23.40\|24.66\|23.40\|593122;2026-03-20\|22.51\|-6.21\|24.09\|24.10\|22.51\|409149;2026-03-23\|21.19\|-5.86\|22.04\|22.50\|21.01\|332996;2026-03-24\|21.46\|1.27\|21.63\|21.66\|20.40\|328167;2026-03-25\|22.31\|3.96\|21.48\|22.76\|21.48\|339484;2026-03-26\|21.14\|-5.24\|22.28\|22.28\|20.91\|282435;2026-03-27\|21.36\|1.04\|20.60\|21.88\|20.53\|260682;2026-03-30\|21.45\|0.42\|21.12\|21.98\|20.20\|294750;2026-03-31\|21.04\|-1.91\|21.30\|21.96\|21.04\|212192;2026-04-01\|21.23\|0.90\|21.43\|21.68\|21.01\|233243;2026-04-02\|19.88\|-6.36\|21.06\|21.15\|19.82\|338681;2026-04-03\|19.29\|-2.97\|20.19\|20.40\|19.19\|225867;2026-04-07\|17.36\|-10.01\|17.36\|17.36\|17.36\|30051;2026-04-08\|15.62\|-10.02\|15.62\|15.62\|15.62\|198534;2026-04-09\|15.36\|-1.66\|15.63\|16.05\|15.04\|1077434;2026-04-10\|14.74\|-4.04\|15.02\|15.29\|14.60\|756510;2026-04-13\|15.09\|2.37\|14.54\|15.15\|14.53\|524237;2026-04-14\|14.85\|-1.59\|15.15\|15.31\|14.64\|479642;2026-04-15\|14.42\|-2.90\|14.85\|14.88\|14.41\|402563;2026-04-16\|15.00\|4.02\|14.41\|15.05\|14.31\|498680;2026-04-17\|14.93\|-0.47\|14.91\|14.99\|14.55\|345478;2026-04-20\|14.98\|0.33\|14.90\|15.13\|14.83\|278299;2026-04-21\|14.45\|-3.54\|14.98\|14.98\|14.40\|326814;2026-04-22\|14.51\|0.42\|14.38\|14.52\|13.88\|392698;2026-04-23\|14.65\|0.96\|14.51\|14.94\|14.43\|380979;2026-04-24\|14.56\|-0.61\|14.50\|14.88\|14.30\|353402;2026-04-27\|14.09\|-3.23\|14.42\|14.43\|13.18\|414243;2026-04-28\|14.02\|-0.50\|13.99\|14.17\|13.83\|267147;2026-04-29\|15.42\|9.99\|14.35\|15.42\|14.30\|756051;2026-04-30\|15.32\|-0.65\|16.00\|16.41\|15.30\|754696;2026-05-06\|16.85\|9.99\|15.65\|16.85\|15.65\|535028;2026-05-07\|18.54\|10.03\|17.69\|18.54\|17.50\|571038;2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587;2026-07-13\|13.09\|-8.01\|14.04\|14.10\|13.08\|415481;2026-07-14\|12.81\|-2.14\|12.98\|13.28\|12.47\|303926;2026-07-15\|12.88\|0.55\|12.81\|13.06\|12.53\|231936;2026-07-16\|13.04\|1.24\|12.61\|13.38\|12.60\|281473;2026-07-17\|12.40\|-4.91\|12.88\|13.25\|12.32\|300256
109952	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	半导体硅片+供货晶圆厂+12英寸扩产行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月4日年报，公司12英寸外延片产能已扩至48万片/年，郑州二期2026年底将再增6万片/月，届时总产能达10万片/月，订单饱满。 2、据2026年4月4日年报，公司具备从晶体成长到外延生长的一体化制造能力，向台积电、华虹宏力等全球前十大晶圆代工厂中的7家供货，12英寸产品毛利率处于行业前列。 3、据2025年12月26日投资者关系记录，公司12英寸CIS外延片已锁定国内目标客户并完成送样，应用于5000万像素手机及车规级CIS，已实现小批量生产。	公司主要产品为半导体硅外延片，主要用于制备功率器件和模拟芯片等	2026-03-10\|21.87\|2.63\|21.60\|21.97\|21.51\|35513;2026-03-11\|21.89\|0.09\|21.90\|22.11\|21.77\|30139;2026-03-12\|21.60\|-1.32\|21.93\|22.02\|21.49\|29190;2026-03-13\|21.11\|-2.27\|21.58\|21.60\|20.66\|79837;2026-03-16\|20.78\|-1.56\|20.81\|21.10\|20.11\|63881;2026-03-17\|20.13\|-3.13\|20.88\|20.88\|20.11\|43821;2026-03-18\|20.35\|1.09\|20.18\|20.40\|19.95\|34567;2026-03-19\|19.85\|-2.46\|20.20\|20.22\|19.77\|34114;2026-03-20\|19.42\|-2.17\|19.99\|20.10\|19.41\|34212;2026-03-23\|18.29\|-5.82\|19.17\|19.42\|18.14\|51886;2026-03-24\|18.82\|2.90\|18.55\|18.89\|18.20\|33291;2026-03-25\|19.17\|1.86\|18.82\|19.36\|18.82\|33473;2026-03-26\|18.85\|-1.67\|19.17\|19.17\|18.75\|27375;2026-03-27\|19.15\|1.59\|18.85\|19.32\|18.59\|27913;2026-03-30\|19.18\|0.16\|18.80\|19.25\|18.61\|33539;2026-03-31\|18.83\|-1.82\|19.16\|19.34\|18.82\|30308;2026-04-01\|19.32\|2.60\|19.25\|19.50\|19.03\|26943;2026-04-02\|18.88\|-2.28\|19.28\|19.28\|18.73\|25590;2026-04-03\|18.70\|-0.95\|18.89\|19.10\|18.61\|18916;2026-04-07\|18.71\|0.05\|18.82\|19.04\|18.70\|21763;2026-04-08\|19.92\|6.47\|19.13\|19.95\|19.13\|47767;2026-04-09\|19.60\|-1.61\|19.76\|19.90\|19.54\|29192;2026-04-10\|19.75\|0.77\|19.66\|20.13\|19.66\|30322;2026-04-13\|19.69\|-0.30\|19.75\|19.95\|19.58\|25384;2026-04-14\|20.00\|1.57\|19.88\|20.10\|19.79\|34271;2026-04-15\|19.94\|-0.30\|20.16\|20.47\|19.91\|41305;2026-04-16\|20.17\|1.15\|20.00\|20.30\|19.89\|26430;2026-04-17\|20.36\|0.94\|20.14\|20.49\|20.03\|34226;2026-04-20\|20.73\|1.82\|20.43\|20.85\|20.22\|46606;2026-04-21\|20.52\|-1.01\|20.80\|20.80\|20.31\|33049;2026-04-22\|20.76\|1.17\|20.68\|21.09\|20.30\|49425;2026-04-23\|20.60\|-0.77\|20.69\|21.30\|20.53\|52979;2026-04-24\|20.58\|-0.10\|20.58\|20.80\|20.47\|42613;2026-04-27\|21.03\|2.19\|20.65\|21.15\|20.51\|51993;2026-04-28\|20.51\|-2.47\|20.95\|20.97\|20.37\|45784;2026-04-29\|20.39\|-0.59\|20.60\|20.60\|20.02\|42282;2026-04-30\|20.71\|1.57\|20.05\|20.97\|20.00\|63215;2026-05-06\|24.85\|19.99\|21.11\|24.85\|20.89\|334499;2026-05-07\|24.89\|0.16\|24.00\|24.94\|23.51\|303006;2026-05-08\|26.10\|4.86\|24.50\|26.69\|24.07\|295208;2026-05-11\|27.84\|6.67\|26.00\|28.18\|25.62\|324993;2026-05-12\|27.72\|-0.43\|28.10\|29.27\|26.77\|210199;2026-05-13\|27.26\|-1.66\|26.82\|27.60\|26.67\|182047;2026-05-14\|26.26\|-3.67\|27.04\|27.20\|26.20\|161438;2026-05-15\|25.75\|-1.94\|26.30\|26.93\|25.40\|142872;2026-05-18\|25.19\|-2.17\|25.75\|26.66\|24.90\|200101;2026-05-19\|26.80\|6.39\|25.00\|26.94\|23.88\|256122;2026-05-20\|32.16\|20.00\|27.16\|32.16\|26.94\|399100;2026-05-21\|26.90\|-16.36\|30.87\|31.18\|26.81\|532147;2026-05-22\|26.65\|-0.93\|27.10\|27.17\|26.18\|307152;2026-05-25\|27.73\|4.05\|26.40\|28.19\|25.60\|317755;2026-05-26\|26.40\|-4.80\|27.33\|27.38\|25.76\|215236;2026-05-27\|26.84\|1.67\|26.43\|27.65\|25.86\|243117;2026-05-28\|28.38\|5.74\|26.10\|29.21\|25.87\|340981;2026-05-29\|25.90\|-8.74\|28.50\|28.90\|25.58\|266137;2026-06-01\|25.45\|-1.74\|26.29\|26.78\|24.80\|172599;2026-06-02\|24.40\|-4.13\|25.99\|25.99\|24.31\|162644;2026-06-03\|25.10\|2.87\|24.45\|26.09\|24.20\|186253;2026-06-04\|26.55\|5.78\|24.50\|27.37\|24.20\|208803;2026-06-05\|25.63\|-3.47\|26.07\|26.96\|24.83\|165725;2026-06-08\|24.70\|-3.63\|23.90\|26.27\|23.90\|146448;2026-06-09\|29.12\|17.89\|25.05\|29.30\|25.05\|311806;2026-06-10\|28.94\|-0.62\|28.00\|30.19\|27.97\|316650;2026-06-11\|28.68\|-0.90\|28.79\|29.50\|28.30\|210422;2026-06-12\|27.27\|-4.92\|29.87\|30.50\|26.82\|286961;2026-06-15\|28.96\|6.20\|27.82\|29.33\|26.32\|233844;2026-06-16\|29.57\|2.11\|28.79\|29.80\|28.51\|244995;2026-06-17\|30.42\|2.87\|28.67\|30.48\|28.60\|288944;2026-06-18\|29.87\|-1.81\|30.00\|30.93\|29.71\|254277;2026-06-22\|29.93\|0.20\|30.19\|30.47\|29.12\|231215;2026-06-23\|29.85\|-0.27\|29.30\|30.45\|28.40\|191959;2026-06-24\|29.88\|0.10\|29.41\|30.36\|28.50\|208506;2026-06-25\|29.21\|-2.24\|29.85\|30.39\|28.88\|223783;2026-06-26\|33.88\|15.99\|29.50\|34.80\|29.50\|421875;2026-06-29\|35.80\|5.67\|35.33\|36.32\|33.41\|436868;2026-06-30\|35.95\|0.42\|35.45\|37.00\|34.60\|329659;2026-07-01\|38.10\|5.98\|35.30\|40.28\|35.21\|369886;2026-07-02\|35.48\|-6.88\|36.33\|38.83\|34.38\|304480;2026-07-03\|31.95\|-9.95\|35.46\|35.65\|31.81\|314783;2026-07-06\|30.97\|-3.07\|32.59\|33.20\|29.62\|205667;2026-07-07\|35.71\|15.31\|30.50\|35.81\|30.38\|333683;2026-07-08\|33.56\|-6.02\|35.00\|37.51\|32.89\|246634;2026-07-09\|40.27\|19.99\|33.55\|40.27\|33.55\|283656;2026-07-10\|43.38\|7.72\|44.00\|48.32\|43.18\|551802;2026-07-13\|46.25\|6.62\|43.30\|49.86\|43.30\|421159;2026-07-14\|42.40\|-8.32\|43.94\|45.98\|38.99\|400328;2026-07-15\|39.38\|-7.12\|43.25\|44.44\|38.38\|265566;2026-07-16\|36.15\|-8.20\|38.59\|39.34\|35.67\|249936;2026-07-17\|32.34\|-10.54\|35.73\|37.70\|32.00\|299329
109951	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	CPU+AI服务器电源+央企行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。国产CPU领域领军企业飞腾公司是中国长城的参股企业，公司持有飞腾公司28.035%股份。 2、据2025年年报，是全球领先的服务器电源和台式机电源制造商，其中服务器电源市场占有率国内第一、国际前三。 3、公司最终控制人为国务院国资委，作为中国电子计算产业核心子集团，聚焦“芯-端”自主计算产品链。	公司飞腾芯片产品主要包括高性能服务器CPU、高效能桌面CPU等四大系列，为从端到云的各型设备提供核心算力支撑，一季度业绩同比减亏	2026-03-10\|17.01\|-1.45\|17.45\|17.45\|16.88\|2925917;2026-03-11\|17.00\|-0.06\|16.95\|17.18\|16.88\|1574263;2026-03-12\|17.11\|0.65\|16.91\|17.60\|16.88\|1996972;2026-03-13\|16.41\|-4.09\|16.90\|16.97\|16.38\|1434456;2026-03-16\|16.45\|0.24\|16.29\|16.59\|15.98\|971450;2026-03-17\|15.77\|-4.13\|16.59\|16.68\|15.77\|965615;2026-03-18\|16.15\|2.41\|15.79\|16.19\|15.72\|766326;2026-03-19\|15.93\|-1.36\|15.78\|16.25\|15.73\|666705;2026-03-20\|15.66\|-1.69\|15.97\|16.25\|15.54\|962429;2026-03-23\|14.34\|-8.43\|15.18\|15.24\|14.26\|1021992;2026-03-24\|14.72\|2.65\|14.60\|14.79\|14.28\|692143;2026-03-25\|15.08\|2.45\|14.73\|15.50\|14.73\|893588;2026-03-26\|15.41\|2.19\|15.67\|16.47\|15.33\|1470667;2026-03-27\|15.07\|-2.21\|14.91\|15.20\|14.81\|861028;2026-03-30\|14.91\|-1.06\|14.74\|15.04\|14.61\|509317;2026-03-31\|14.71\|-1.34\|14.84\|15.08\|14.70\|473964;2026-04-01\|14.85\|0.95\|15.00\|15.07\|14.79\|409147;2026-04-02\|14.43\|-2.83\|14.80\|14.80\|14.31\|510732;2026-04-03\|14.19\|-1.66\|14.49\|14.56\|14.16\|389697;2026-04-07\|14.25\|0.42\|14.21\|14.44\|14.21\|286065;2026-04-08\|14.98\|5.12\|14.57\|14.99\|14.57\|744423;2026-04-09\|14.90\|-0.53\|14.80\|15.18\|14.72\|654471;2026-04-10\|15.06\|1.07\|15.18\|15.50\|15.05\|772452;2026-04-13\|15.39\|2.19\|15.27\|15.77\|15.23\|967759;2026-04-14\|15.57\|1.17\|15.45\|15.67\|15.35\|814683;2026-04-15\|15.65\|0.51\|15.68\|16.11\|15.50\|1247916;2026-04-16\|15.60\|-0.32\|15.66\|15.87\|15.45\|744035;2026-04-17\|15.72\|0.77\|16.20\|16.28\|15.67\|940789;2026-04-20\|15.85\|0.83\|15.78\|16.08\|15.75\|802907;2026-04-21\|15.41\|-2.78\|15.69\|15.70\|15.18\|813377;2026-04-22\|15.61\|1.30\|15.40\|15.67\|15.28\|632721;2026-04-23\|16.19\|3.72\|15.98\|17.00\|15.89\|2456644;2026-04-24\|16.45\|1.61\|17.36\|17.65\|16.45\|2987313;2026-04-27\|16.77\|1.95\|16.62\|17.25\|16.12\|2437695;2026-04-28\|17.83\|6.32\|16.63\|18.20\|16.58\|4322416;2026-04-29\|18.02\|1.07\|17.33\|18.05\|16.84\|3562835;2026-04-30\|19.82\|9.99\|19.00\|19.82\|18.39\|4315718;2026-05-06\|21.80\|9.99\|21.80\|21.80\|21.80\|388670;2026-05-07\|23.98\|10.00\|23.29\|23.98\|22.98\|5096882;2026-05-08\|23.09\|-3.71\|23.78\|24.42\|22.68\|6605506;2026-05-11\|23.40\|1.34\|24.52\|24.77\|23.25\|5728646;2026-05-12\|25.36\|8.38\|23.52\|25.74\|23.42\|6895009;2026-05-13\|25.19\|-0.67\|24.71\|25.59\|24.03\|5209420;2026-05-14\|22.67\|-10.00\|25.38\|25.61\|22.67\|5240208;2026-05-15\|20.50\|-9.57\|21.51\|21.93\|20.40\|5263872;2026-05-18\|20.21\|-1.41\|20.34\|20.96\|19.98\|3189827;2026-05-19\|20.72\|2.52\|20.05\|20.88\|19.29\|3508199;2026-05-20\|20.77\|0.24\|20.21\|21.36\|20.05\|3738595;2026-05-21\|20.30\|-2.26\|22.06\|22.40\|20.15\|4029551;2026-05-22\|20.93\|3.10\|20.98\|21.25\|20.27\|2827053;2026-05-25\|20.58\|-1.67\|20.58\|20.78\|19.80\|2698122;2026-05-26\|19.30\|-6.22\|20.00\|20.00\|18.90\|2919745;2026-05-27\|18.36\|-4.87\|19.61\|19.77\|18.28\|2213336;2026-05-28\|18.71\|1.91\|18.42\|18.98\|18.10\|1743004;2026-05-29\|17.80\|-4.86\|19.25\|19.45\|17.60\|1941314;2026-06-01\|18.48\|3.82\|18.52\|19.39\|18.34\|2826607;2026-06-02\|18.09\|-2.11\|18.48\|18.63\|17.63\|1802484;2026-06-03\|18.04\|-0.28\|18.22\|18.65\|17.83\|1874225;2026-06-04\|17.95\|-0.50\|17.81\|18.35\|17.71\|1252928;2026-06-05\|17.05\|-5.01\|17.74\|17.74\|16.98\|1707095;2026-06-08\|15.85\|-7.04\|16.13\|16.70\|15.68\|1503850;2026-06-09\|16.20\|2.21\|16.30\|16.37\|15.86\|1030662;2026-06-10\|16.14\|-0.37\|16.12\|17.09\|15.91\|1942875;2026-06-11\|15.69\|-2.79\|15.96\|16.11\|15.52\|1188334;2026-06-12\|15.51\|-1.15\|15.98\|16.15\|15.47\|1155758;2026-06-15\|16.19\|4.38\|15.75\|16.19\|15.75\|1184696;2026-06-16\|16.60\|2.53\|16.20\|16.70\|15.96\|1445242;2026-06-17\|17.81\|7.29\|16.40\|17.98\|16.28\|2711182;2026-06-18\|17.84\|0.17\|17.46\|18.38\|17.35\|3198987;2026-06-22\|18.48\|3.59\|17.91\|18.59\|17.71\|2796219;2026-06-23\|17.77\|-3.84\|18.35\|18.52\|17.57\|2059227;2026-06-24\|19.00\|6.92\|17.70\|19.40\|17.65\|3301828;2026-06-25\|20.47\|7.74\|18.80\|20.80\|18.31\|4301487;2026-06-26\|18.57\|-9.28\|19.70\|20.23\|18.52\|3177376;2026-06-29\|18.99\|2.26\|18.57\|19.35\|18.00\|2619826;2026-06-30\|19.05\|0.32\|18.72\|19.80\|18.48\|2680314;2026-07-01\|18.29\|-3.99\|19.15\|19.26\|18.18\|2243695;2026-07-02\|17.29\|-5.47\|17.51\|18.12\|17.10\|1917724;2026-07-03\|17.11\|-1.04\|17.29\|17.66\|16.89\|1331023;2026-07-06\|18.82\|9.99\|17.42\|18.82\|17.16\|2063449;2026-07-07\|18.58\|-1.28\|18.89\|19.29\|18.46\|2664528;2026-07-08\|19.31\|3.93\|18.88\|19.70\|18.77\|3363488;2026-07-09\|19.88\|2.95\|19.00\|20.00\|18.18\|3629747;2026-07-10\|19.45\|-2.16\|19.58\|20.40\|19.15\|3327776;2026-07-13\|18.05\|-7.20\|19.06\|19.81\|17.92\|2261545;2026-07-14\|16.83\|-6.76\|18.11\|18.44\|16.25\|2757925;2026-07-15\|16.51\|-1.90\|16.86\|17.29\|16.29\|1772208;2026-07-16\|16.34\|-1.03\|16.20\|17.15\|15.90\|1830377;2026-07-17\|14.71\|-9.98\|16.06\|16.20\|14.71\|2110278
109950	CPU龙头英特尔4月涨幅翻倍，英伟达、寒武纪等股价创历史新高	摘帽+参股华大北斗+汽车电子+消费电子 1、据2026年4月30日公告，公司股票简称由“*ST波导”变更为“波导股份”，正式撤销退市风险警示。 2、根据2025年中报：深圳华大北斗科技股份有限公司期末余额为20,739,600.00元。根据华大北斗官网：华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务。目标面向民用消费类电子市场和国家命脉行业、汽车领域、物联网领域等专用终端市场，提供芯片及应用解决方案。 3、据2026年4月8日年报，2025年车载模组收入1.49亿元，同比增长75.57%，汽车中控及两轮车智能仪表批量出货。 4、据2026年4月30日一季报，公司一季度营收1.22亿元、净利255.68万元，分别同比增长27.77%、23.07%，延续消费电子整机及车载产品放量趋势。	公司参股公司华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务，其自主设计研发了国内首颗量产供货的55nm基带和射频一体化北斗多模导航定位芯片，该芯片也是国内首颗进入国际排名前十位的专业导航定位芯片	2026-03-10\|4.75\|0.85\|4.70\|4.84\|4.70\|153007;2026-03-11\|4.72\|-0.63\|4.73\|4.79\|4.65\|154152;2026-03-12\|4.62\|-2.12\|4.72\|4.75\|4.60\|154988;2026-03-13\|4.57\|-1.08\|4.61\|4.65\|4.55\|153363;2026-03-16\|4.59\|0.44\|4.57\|4.63\|4.55\|108902;2026-03-17\|4.47\|-2.61\|4.60\|4.62\|4.47\|129687;2026-03-18\|4.58\|2.46\|4.49\|4.58\|4.46\|136832;2026-03-19\|4.49\|-1.97\|4.53\|4.60\|4.44\|157255;2026-03-20\|4.42\|-1.56\|4.51\|4.54\|4.35\|200605;2026-03-23\|4.20\|-4.98\|4.31\|4.34\|4.20\|238171;2026-03-24\|4.15\|-1.19\|4.22\|4.23\|3.99\|318754;2026-03-25\|4.30\|3.61\|4.21\|4.35\|4.21\|220027;2026-03-26\|4.32\|0.47\|4.30\|4.42\|4.28\|182130;2026-03-27\|4.36\|0.93\|4.31\|4.43\|4.29\|135363;2026-03-30\|4.36\|0.00\|4.31\|4.39\|4.26\|147294;2026-03-31\|4.31\|-1.15\|4.35\|4.42\|4.31\|123814;2026-04-01\|4.36\|1.16\|4.36\|4.38\|4.33\|110212;2026-04-02\|4.29\|-1.61\|4.35\|4.39\|4.28\|131104;2026-04-03\|4.18\|-2.56\|4.30\|4.33\|4.16\|122411;2026-04-07\|4.28\|2.39\|4.15\|4.29\|4.15\|143159;2026-04-08\|4.36\|1.87\|4.39\|4.43\|4.29\|254740;2026-04-09\|4.41\|1.15\|4.32\|4.50\|4.30\|210578;2026-04-10\|4.50\|2.04\|4.43\|4.56\|4.42\|198449;2026-04-13\|4.53\|0.67\|4.51\|4.60\|4.46\|182296;2026-04-14\|4.63\|2.21\|4.53\|4.64\|4.50\|186067;2026-04-15\|4.59\|-0.86\|4.64\|4.68\|4.57\|151487;2026-04-16\|4.71\|2.61\|4.58\|4.74\|4.58\|169592;2026-04-17\|4.67\|-0.85\|4.71\|4.71\|4.63\|140556;2026-04-20\|4.67\|0.00\|4.64\|4.69\|4.55\|173574;2026-04-21\|4.62\|-1.07\|4.66\|4.67\|4.58\|124597;2026-04-22\|4.62\|0.00\|4.60\|4.67\|4.60\|119685;2026-04-23\|4.61\|-0.22\|4.62\|4.62\|4.52\|162199;2026-04-24\|4.78\|3.69\|4.62\|4.80\|4.59\|288252;2026-04-27\|4.77\|-0.21\|4.78\|4.92\|4.73\|240956;2026-04-28\|4.60\|-3.56\|4.74\|4.78\|4.57\|206565;2026-04-30\|4.62\|0.43\|4.65\|4.78\|4.51\|610959;2026-05-06\|5.08\|9.96\|4.56\|5.08\|4.50\|451168;2026-05-07\|5.59\|10.04\|5.30\|5.59\|5.25\|669317;2026-05-08\|6.15\|10.02\|5.98\|6.15\|5.79\|597117;2026-05-11\|6.48\|5.37\|6.70\|6.77\|5.61\|2698201;2026-05-12\|6.32\|-2.47\|6.27\|6.41\|6.00\|1794172;2026-05-13\|6.42\|1.58\|6.10\|6.66\|5.96\|1970693;2026-05-14\|5.89\|-8.26\|6.25\|6.54\|5.88\|1362687;2026-05-15\|6.39\|8.49\|5.85\|6.48\|5.78\|2082785;2026-05-18\|6.64\|3.91\|6.10\|6.86\|6.03\|2136365;2026-05-19\|6.47\|-2.56\|6.36\|6.51\|6.20\|1281930;2026-05-20\|6.10\|-5.72\|6.47\|6.50\|5.83\|1143230;2026-05-21\|5.49\|-10.00\|6.10\|6.17\|5.49\|1125013;2026-05-22\|5.37\|-2.19\|5.35\|5.42\|5.16\|759584;2026-05-25\|5.21\|-2.98\|5.35\|5.37\|5.12\|647658;2026-05-26\|5.04\|-3.26\|5.21\|5.22\|4.99\|572828;2026-05-27\|5.08\|0.79\|5.02\|5.25\|4.97\|533676;2026-05-28\|5.10\|0.39\|5.09\|5.13\|4.91\|426208;2026-05-29\|4.93\|-3.33\|5.12\|5.16\|4.89\|380715;2026-06-01\|5.03\|2.03\|4.90\|5.10\|4.81\|329860;2026-06-02\|4.96\|-1.39\|5.01\|5.05\|4.85\|308298;2026-06-03\|5.09\|2.62\|4.93\|5.12\|4.91\|390764;2026-06-04\|4.84\|-4.91\|5.05\|5.15\|4.82\|477459;2026-06-05\|4.78\|-1.24\|4.76\|4.92\|4.66\|462826;2026-06-08\|4.72\|-1.26\|4.70\|4.90\|4.66\|396589;2026-06-09\|4.69\|-0.64\|4.79\|4.82\|4.60\|262424;2026-06-10\|4.66\|-0.64\|4.65\|4.68\|4.49\|327869;2026-06-11\|4.51\|-3.22\|4.62\|4.64\|4.45\|276911;2026-06-12\|4.53\|0.44\|4.58\|4.63\|4.50\|255783;2026-06-15\|4.62\|1.99\|4.56\|4.64\|4.55\|228310;2026-06-16\|4.76\|3.03\|4.64\|4.80\|4.53\|320445;2026-06-17\|4.89\|2.73\|4.72\|4.91\|4.70\|372908;2026-06-18\|4.73\|-3.27\|4.90\|4.90\|4.73\|305892;2026-06-22\|4.74\|0.21\|4.67\|4.92\|4.58\|355115;2026-06-23\|5.01\|5.70\|4.71\|5.08\|4.71\|627005;2026-06-24\|4.79\|-4.39\|4.92\|4.95\|4.57\|574668;2026-06-25\|4.60\|-3.97\|4.79\|4.84\|4.57\|317691;2026-06-26\|4.53\|-1.52\|4.56\|4.60\|4.41\|274127;2026-06-29\|4.37\|-3.53\|4.48\|4.50\|4.29\|249393;2026-06-30\|4.43\|1.37\|4.32\|4.53\|4.32\|246324;2026-07-01\|4.45\|0.45\|4.43\|4.53\|4.40\|235887;2026-07-02\|4.34\|-2.47\|4.43\|4.57\|4.33\|285632;2026-07-03\|4.35\|0.23\|4.34\|4.42\|4.30\|206954;2026-07-06\|4.19\|-3.68\|4.36\|4.37\|4.18\|241165;2026-07-07\|4.08\|-2.63\|4.21\|4.25\|4.05\|212009;2026-07-08\|4.03\|-1.23\|4.09\|4.11\|3.99\|216651;2026-07-09\|4.00\|-0.74\|4.02\|4.08\|3.84\|279335;2026-07-10\|4.14\|3.50\|4.00\|4.21\|4.00\|297543;2026-07-13\|3.84\|-7.25\|4.09\|4.13\|3.80\|281046;2026-07-14\|3.89\|1.30\|3.82\|3.90\|3.75\|198912;2026-07-15\|3.87\|-0.51\|3.84\|3.98\|3.84\|219949;2026-07-16\|3.95\|2.07\|3.88\|4.18\|3.87\|383416;2026-07-17\|3.60\|-8.86\|3.94\|3.94\|3.59\|378888
109949		涨停揭秘：雷迪克5月6日涨停，受脑机接口产业化提速、人形机器人执行器需求爆发及参股傲意科技切入核心部件供应链催化；涨停缘由：公司原因： 1、公司以1.6亿元投资傲意科技并持股20.41%，其主营脑机接口与机器人关节执行器，产品已用于人形机器人原型机； 2、工信部《人形机器人创新发展指导意见》明确2025年实现量产，产业链进入订单兑现期； 3、脑科学被纳入‘十四五’国家重大科技专项，政策支持力度空前；资金逻辑：脑科学与机器人概念资金大幅流入，该股当日主力净流入1.32亿元，占成交额比重达44.8%，显示资金集中博弈新质生产力主题；风险提示：傲意科技尚处成长初期，未产生稳定营收；公司主业轴承业务增长乏力，2025年营收同比下滑4.3%，转型成效有待验证	公司以约1.6亿元现金受让并增资上海傲意信息科技，完成后将持有其20.41%股权，傲意科技主营脑机接口与机器人核心部件，产品用于人形机器人等场景	2026-03-10\|47.19\|2.03\|46.98\|47.40\|46.68\|17001;2026-03-11\|46.97\|-0.47\|47.46\|48.13\|46.85\|20575;2026-03-12\|46.26\|-1.51\|46.85\|47.40\|46.02\|15367;2026-03-13\|45.90\|-0.78\|46.18\|46.72\|45.66\|15284;2026-03-16\|46.25\|0.76\|45.88\|46.39\|45.75\|11518;2026-03-17\|45.62\|-1.36\|46.58\|46.80\|45.54\|12502;2026-03-18\|45.84\|0.48\|45.75\|45.85\|45.01\|14153;2026-03-19\|44.26\|-3.45\|45.15\|45.52\|44.00\|20588;2026-03-20\|42.55\|-3.86\|44.30\|44.70\|42.55\|18270;2026-03-23\|40.14\|-5.66\|41.82\|42.67\|39.67\|28870;2026-03-24\|40.67\|1.32\|40.81\|41.16\|39.63\|21219;2026-03-25\|41.77\|2.70\|40.71\|41.87\|40.71\|19541;2026-03-26\|41.00\|-1.84\|41.86\|42.49\|40.75\|16435;2026-03-27\|41.45\|1.10\|40.80\|41.64\|40.00\|12723;2026-03-30\|41.28\|-0.41\|40.78\|41.54\|40.50\|13785;2026-03-31\|41.01\|-0.65\|41.35\|42.08\|40.92\|17063;2026-04-01\|41.67\|1.61\|41.70\|41.95\|41.34\|14410;2026-04-02\|40.85\|-1.97\|41.75\|41.85\|40.65\|14787;2026-04-03\|39.91\|-2.30\|40.76\|41.15\|39.73\|13148;2026-04-07\|40.40\|1.23\|40.29\|40.69\|40.01\|16078;2026-04-08\|42.63\|5.52\|41.41\|42.69\|41.21\|24706;2026-04-09\|42.01\|-1.45\|42.27\|42.43\|41.81\|15757;2026-04-10\|42.96\|2.26\|42.46\|43.52\|42.22\|21469;2026-04-13\|42.53\|-1.00\|42.54\|43.00\|42.17\|14225;2026-04-14\|43.03\|1.18\|43.06\|43.07\|42.50\|12569;2026-04-15\|43.20\|0.40\|43.50\|44.76\|43.05\|24273;2026-04-16\|43.50\|0.69\|43.40\|43.80\|43.12\|13373;2026-04-17\|43.54\|0.09\|43.32\|43.73\|42.95\|14309;2026-04-20\|44.22\|1.56\|43.75\|44.80\|43.03\|19558;2026-04-21\|43.15\|-2.42\|44.00\|44.02\|42.91\|19699;2026-04-22\|43.23\|0.19\|43.10\|43.37\|42.80\|16144;2026-04-23\|42.33\|-2.08\|43.10\|43.18\|41.84\|17320;2026-04-24\|41.77\|-1.32\|41.89\|42.33\|41.58\|11537;2026-04-27\|41.26\|-1.22\|41.60\|42.15\|41.06\|23311;2026-04-28\|39.32\|-4.70\|41.24\|41.44\|39.03\|31564;2026-04-29\|38.49\|-2.11\|39.00\|39.00\|37.49\|35773;2026-04-30\|39.43\|2.44\|38.49\|40.36\|38.12\|37569;2026-05-06\|47.32\|20.01\|39.50\|47.32\|39.40\|123724;2026-05-07\|45.97\|-2.85\|47.00\|47.22\|45.55\|92850;2026-05-08\|47.02\|2.28\|46.49\|48.09\|45.44\|112664;2026-05-11\|47.77\|1.60\|47.00\|47.87\|46.00\|77327;2026-05-12\|46.85\|-1.93\|47.30\|47.95\|46.82\|54559;2026-05-13\|46.45\|-0.85\|46.24\|47.08\|45.70\|44185;2026-05-14\|44.90\|-3.34\|46.45\|46.80\|44.88\|38598;2026-05-15\|46.98\|4.63\|44.69\|47.77\|44.58\|62711;2026-05-18\|49.40\|5.15\|46.25\|49.40\|45.80\|84786;2026-05-19\|48.88\|-1.05\|49.40\|50.19\|48.20\|56762;2026-05-20\|47.80\|-2.21\|47.95\|49.18\|47.60\|47052;2026-05-21\|47.47\|-0.69\|47.72\|49.10\|47.11\|55043;2026-05-22\|49.28\|3.81\|47.46\|49.64\|46.40\|67693;2026-05-25\|52.10\|5.72\|49.70\|52.10\|49.70\|100224;2026-05-26\|52.38\|0.54\|52.00\|52.57\|50.46\|71325;2026-05-27\|49.00\|-6.45\|52.33\|52.33\|47.60\|68562;2026-05-28\|48.28\|-1.47\|47.80\|49.08\|47.16\|38552;2026-05-29\|46.13\|-4.45\|48.30\|49.10\|45.99\|40234;2026-06-01\|42.38\|-8.13\|45.14\|46.14\|41.88\|41008;2026-06-02\|43.36\|2.31\|42.47\|44.08\|41.35\|35807;2026-06-03\|41.93\|-3.30\|42.81\|43.99\|41.36\|34840;2026-06-04\|42.19\|0.62\|41.50\|43.00\|40.90\|24422;2026-06-05\|43.02\|1.97\|41.69\|44.08\|40.40\|35608;2026-06-08\|41.83\|-2.77\|40.41\|42.88\|40.41\|23039;2026-06-09\|41.81\|0.19\|42.00\|42.50\|40.77\|20962;2026-06-10\|39.77\|-4.88\|41.17\|41.76\|39.00\|24382;2026-06-11\|37.93\|-4.63\|39.20\|39.59\|37.83\|25311;2026-06-12\|38.53\|1.58\|38.49\|39.40\|38.28\|17713;2026-06-15\|40.22\|4.39\|38.74\|40.31\|38.67\|21159;2026-06-16\|40.74\|1.29\|40.25\|41.37\|39.61\|18936;2026-06-17\|39.40\|-3.29\|40.44\|40.72\|39.00\|23082;2026-06-18\|39.59\|0.48\|39.40\|39.99\|38.80\|19601;2026-06-22\|37.67\|-4.85\|39.50\|39.50\|36.62\|35838;2026-06-23\|39.00\|3.53\|37.60\|40.45\|36.91\|36328;2026-06-24\|38.27\|-1.87\|39.40\|40.00\|38.00\|21644;2026-06-25\|34.30\|-10.37\|38.09\|38.49\|34.00\|56093;2026-06-26\|33.00\|-3.79\|34.69\|34.69\|33.00\|33587;2026-06-29\|32.64\|-1.09\|33.07\|33.60\|31.89\|25829;2026-06-30\|33.51\|2.67\|32.71\|33.95\|32.30\|24913;2026-07-01\|33.59\|0.24\|33.45\|34.48\|32.98\|32571;2026-07-02\|33.87\|0.83\|33.58\|34.86\|33.03\|36013;2026-07-03\|36.22\|6.94\|34.00\|37.35\|33.79\|52409;2026-07-06\|34.73\|-4.11\|36.29\|37.20\|34.62\|38290;2026-07-07\|33.37\|-3.92\|34.66\|36.00\|33.17\|25297;2026-07-08\|31.63\|-5.21\|33.33\|33.33\|31.61\|23664;2026-07-09\|31.10\|-1.68\|31.25\|31.82\|29.96\|24716;2026-07-10\|32.23\|3.63\|31.10\|32.97\|30.94\|27793;2026-07-13\|30.34\|-5.86\|32.12\|33.20\|30.11\|21116;2026-07-14\|32.45\|6.95\|30.99\|33.50\|29.71\|35756;2026-07-15\|31.52\|-2.87\|32.01\|32.79\|31.20\|21996;2026-07-16\|31.56\|0.13\|31.08\|32.08\|30.97\|19784;2026-07-17\|29.53\|-6.43\|31.40\|31.64\|29.20\|26875
109948		机器人+半导体+数控机床行业原因：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5月28日投资者关系活动记录表，公司螺旋拉床可用于机器人部分零部件加工；双端面磨床可用于机器人零部件中的齿轮、齿圈、轴承等部件的磨削加工。 2、据2026年5月28日投资者关系活动记录表，公司产品持续向半导体领域延伸，主要生产针对半导体行业的精密加工设备，可加工碳化硅、蓝宝石、锑化镓、陶瓷基板等品类。 3、据公司2025年年报及2026年5月28日投资者关系活动记录表，公司是国内精密数控磨床和数控研磨抛光设备领域的领军企业，专业从事数控磨削设备、拉削设备及智能装备的研发、生产与销售。	公司智能装备包括工业机器人及智能化成套装备等，为客户提供数字化、网络化的智能制造技术综合解决方案	2026-03-10\|30.37\|10.00\|29.44\|30.37\|28.16\|184110;2026-03-11\|29.15\|-4.02\|32.05\|33.41\|28.75\|489164;2026-03-12\|28.21\|-3.22\|29.14\|29.37\|27.56\|314901;2026-03-13\|31.03\|10.00\|27.40\|31.03\|27.19\|431779;2026-03-16\|30.34\|-2.22\|30.72\|31.06\|30.00\|281493;2026-03-17\|29.77\|-1.88\|30.18\|31.31\|29.72\|175719;2026-03-18\|30.04\|0.91\|29.78\|30.75\|29.64\|169474;2026-03-19\|28.16\|-6.26\|29.41\|29.60\|27.96\|161199;2026-03-20\|27.13\|-3.66\|28.53\|28.90\|27.00\|98952;2026-03-23\|25.29\|-6.78\|26.04\|27.01\|24.96\|121494;2026-03-24\|26.65\|5.38\|25.90\|26.70\|25.03\|106805;2026-03-25\|27.27\|2.33\|27.18\|27.86\|26.85\|97618;2026-03-26\|26.40\|-3.19\|27.27\|27.27\|26.08\|72539;2026-03-27\|27.74\|5.08\|26.29\|28.49\|25.96\|144686;2026-03-30\|28.08\|1.23\|27.63\|28.66\|27.21\|109434;2026-03-31\|27.30\|-2.78\|28.07\|28.21\|27.30\|63955;2026-04-01\|27.80\|1.83\|27.92\|29.09\|27.62\|92578;2026-04-02\|27.47\|-1.19\|27.80\|29.36\|27.28\|135736;2026-04-03\|27.71\|0.87\|27.47\|28.80\|27.45\|117157;2026-04-07\|27.50\|-0.76\|28.15\|28.86\|27.12\|117915;2026-04-08\|29.85\|8.55\|27.88\|30.13\|27.62\|169612;2026-04-09\|29.93\|0.27\|29.55\|30.04\|29.05\|114634;2026-04-10\|30.09\|0.53\|29.96\|30.48\|29.56\|99226;2026-04-13\|31.89\|5.98\|29.52\|32.80\|29.52\|136481;2026-04-14\|32.59\|2.19\|31.90\|33.10\|31.80\|103749;2026-04-15\|31.05\|-4.73\|32.59\|32.77\|30.92\|126458;2026-04-16\|31.43\|1.22\|31.06\|31.50\|30.61\|88258;2026-04-17\|32.00\|1.81\|31.10\|32.55\|30.78\|87396;2026-04-20\|31.85\|-0.47\|31.96\|32.50\|31.32\|84555;2026-04-21\|33.59\|5.46\|31.81\|33.77\|31.36\|140037;2026-04-22\|32.55\|-3.10\|33.65\|35.50\|32.00\|128806;2026-04-23\|31.73\|-2.52\|32.20\|32.78\|31.30\|90274;2026-04-24\|31.25\|-1.51\|32.02\|32.20\|31.20\|59148;2026-04-27\|32.92\|5.34\|31.19\|33.25\|30.68\|93845;2026-04-28\|33.31\|1.18\|32.92\|34.25\|32.73\|94023;2026-04-29\|36.64\|10.00\|32.67\|36.64\|32.67\|146317;2026-04-30\|37.37\|1.99\|38.60\|39.50\|36.90\|187477;2026-05-06\|41.11\|10.01\|38.69\|41.11\|38.30\|50609;2026-05-07\|45.22\|10.00\|43.72\|45.22\|42.81\|124398;2026-05-08\|46.34\|2.48\|45.93\|48.22\|43.89\|264183;2026-05-11\|45.55\|-1.70\|45.65\|45.83\|43.66\|208594;2026-05-12\|48.60\|6.70\|45.92\|50.11\|45.92\|217351;2026-05-13\|48.56\|-0.08\|48.66\|49.99\|47.96\|169991;2026-05-14\|48.01\|-1.13\|48.37\|49.80\|47.97\|122776;2026-05-15\|47.80\|-0.44\|47.53\|49.90\|47.50\|114379;2026-05-18\|44.96\|-5.94\|47.11\|47.78\|44.63\|149204;2026-05-19\|48.09\|6.96\|44.93\|48.70\|43.00\|156973;2026-05-20\|47.18\|-1.89\|47.55\|49.74\|46.86\|119930;2026-05-21\|44.55\|-5.57\|47.19\|47.70\|44.00\|86807;2026-05-22\|44.64\|0.20\|44.56\|45.42\|43.66\|69444;2026-05-25\|44.56\|-0.18\|45.38\|45.60\|43.56\|76508;2026-05-26\|43.09\|-3.30\|44.32\|44.44\|42.40\|74337;2026-05-27\|42.05\|-2.41\|43.16\|43.59\|41.28\|71460;2026-05-28\|43.22\|2.78\|42.05\|44.30\|42.05\|69162;2026-05-29\|40.35\|-6.64\|43.21\|43.33\|39.99\|67804;2026-06-01\|39.35\|-2.48\|40.02\|41.37\|39.10\|60881;2026-06-02\|43.29\|10.01\|39.20\|43.29\|37.44\|92938;2026-06-03\|44.10\|1.87\|44.51\|44.90\|43.18\|140393;2026-06-04\|43.55\|-1.25\|44.55\|45.49\|42.80\|94985;2026-06-05\|47.91\|10.01\|45.02\|47.91\|45.02\|50718;2026-06-08\|48.16\|0.52\|47.44\|49.78\|45.60\|215591;2026-06-09\|47.00\|-2.41\|47.68\|48.48\|45.95\|164773;2026-06-10\|45.43\|-3.34\|46.87\|46.87\|44.50\|103643;2026-06-11\|44.46\|-2.14\|44.15\|45.80\|43.01\|97314;2026-06-12\|45.36\|2.02\|45.60\|47.38\|44.77\|85137;2026-06-15\|49.90\|10.01\|47.25\|49.90\|45.36\|130394;2026-06-16\|53.21\|6.63\|51.58\|53.99\|50.59\|155832;2026-06-17\|53.32\|0.21\|52.52\|54.65\|52.05\|101936;2026-06-18\|54.25\|1.74\|53.00\|54.90\|52.50\|104305;2026-06-22\|51.48\|-5.11\|54.28\|54.63\|50.50\|109805;2026-06-23\|50.99\|-0.95\|51.36\|52.99\|50.51\|66820;2026-06-24\|51.00\|0.02\|50.50\|51.30\|48.83\|65623;2026-06-25\|50.25\|-1.47\|51.01\|51.60\|48.55\|92253;2026-06-26\|45.23\|-9.99\|50.11\|50.11\|45.23\|73469;2026-06-29\|41.29\|-8.71\|43.53\|45.30\|40.90\|156055;2026-06-30\|45.42\|10.00\|41.29\|45.42\|41.29\|75741;2026-07-01\|43.70\|-3.79\|46.33\|47.50\|43.30\|103863;2026-07-02\|42.40\|-2.97\|43.26\|44.35\|42.00\|68462;2026-07-03\|43.28\|2.08\|44.40\|44.67\|42.50\|70392;2026-07-06\|40.75\|-5.85\|43.56\|43.59\|40.01\|76425;2026-07-07\|39.42\|-3.26\|40.68\|41.63\|39.36\|51180;2026-07-08\|37.79\|-4.13\|39.40\|39.69\|36.88\|55920;2026-07-09\|37.07\|-1.91\|38.33\|38.85\|36.51\|85168;2026-07-10\|33.36\|-10.01\|37.09\|38.15\|33.36\|171861;2026-07-13\|30.02\|-10.01\|33.58\|33.70\|30.02\|127355;2026-07-14\|30.19\|0.57\|29.76\|30.73\|28.28\|160218;2026-07-15\|28.84\|-4.47\|30.58\|30.98\|28.58\|107481;2026-07-16\|27.50\|-4.65\|29.10\|29.10\|27.20\|115176;2026-07-17\|24.75\|-10.00\|27.80\|27.81\|24.75\|114290

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