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
109947		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
109946		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
109945	美股光模块巨头Lumentum订单已排到2028年	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-03-10\|49.99\|9.34\|46.72\|50.20\|46.72\|1536678;2026-03-11\|50.80\|1.62\|51.00\|54.30\|50.63\|1681006;2026-03-12\|51.42\|1.22\|49.90\|54.30\|49.90\|1506799;2026-03-13\|49.68\|-3.38\|51.05\|53.00\|49.45\|1307841;2026-03-16\|47.23\|-4.93\|49.28\|50.20\|46.67\|1254501;2026-03-17\|43.22\|-8.49\|47.89\|48.29\|43.09\|1607182;2026-03-18\|44.51\|2.98\|43.10\|44.65\|42.42\|1378913;2026-03-19\|43.11\|-3.15\|42.88\|44.40\|42.87\|905456;2026-03-20\|42.98\|-0.30\|44.50\|45.40\|42.89\|1286511;2026-03-23\|41.36\|-3.77\|42.03\|42.97\|40.92\|1067278;2026-03-24\|44.37\|7.28\|42.80\|44.40\|41.60\|1386909;2026-03-25\|48.17\|8.56\|46.08\|48.60\|46.00\|1802096;2026-03-26\|47.88\|-0.60\|47.81\|49.88\|47.17\|1389671;2026-03-27\|48.95\|2.23\|46.88\|50.21\|46.52\|1392972;2026-03-30\|53.85\|10.01\|48.10\|53.85\|48.10\|1351087;2026-03-31\|52.66\|-2.21\|53.31\|54.66\|51.34\|1760899;2026-04-01\|51.96\|-1.33\|54.66\|54.70\|50.58\|1287396;2026-04-02\|53.39\|2.75\|52.03\|55.80\|52.03\|1469875;2026-04-03\|58.05\|8.73\|54.45\|58.73\|54.01\|1698326;2026-04-07\|58.70\|1.12\|58.35\|61.50\|58.00\|1668754;2026-04-08\|58.56\|-0.24\|60.80\|60.87\|56.55\|1951079;2026-04-09\|59.54\|1.67\|57.21\|60.80\|56.11\|1941819;2026-04-10\|55.98\|-5.98\|59.21\|59.21\|55.71\|2089276;2026-04-13\|53.49\|-4.45\|55.00\|55.95\|53.10\|2035119;2026-04-14\|52.67\|-1.53\|53.51\|54.41\|52.15\|1569564;2026-04-15\|52.13\|-1.03\|52.86\|53.99\|51.73\|1301525;2026-04-16\|53.14\|1.94\|51.81\|53.44\|50.89\|1428402;2026-04-17\|55.65\|4.72\|52.59\|56.10\|52.59\|2134174;2026-04-20\|60.89\|9.42\|58.35\|60.99\|57.50\|2218726;2026-04-21\|59.80\|-1.79\|59.50\|60.40\|57.27\|1832092;2026-04-22\|65.78\|10.00\|59.70\|65.78\|59.55\|2036964;2026-04-23\|69.52\|5.69\|66.77\|70.30\|66.03\|2734389;2026-04-24\|69.54\|0.03\|68.00\|71.30\|66.55\|2212030;2026-04-27\|71.38\|2.65\|69.54\|74.49\|68.90\|2495122;2026-04-28\|68.29\|-4.33\|70.00\|71.60\|67.68\|1765843;2026-04-29\|67.38\|-1.33\|67.00\|68.20\|65.35\|1237637;2026-04-30\|65.70\|-2.49\|67.70\|68.00\|63.30\|1609348;2026-05-06\|71.80\|9.28\|67.50\|72.27\|67.50\|1915747;2026-05-07\|75.96\|5.79\|74.55\|76.63\|71.80\|1908904;2026-05-08\|77.27\|1.72\|74.25\|79.49\|74.25\|1633023;2026-05-11\|74.99\|-2.95\|79.30\|79.90\|73.83\|2388971;2026-05-12\|75.10\|0.15\|75.50\|78.50\|74.66\|1770023;2026-05-13\|75.43\|0.44\|73.34\|77.00\|73.33\|1523329;2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055;2026-07-14\|74.38\|6.24\|69.00\|74.39\|68.20\|2224591;2026-07-15\|71.05\|-4.48\|75.88\|77.00\|70.40\|2149138;2026-07-16\|64.85\|-8.73\|68.50\|69.82\|63.95\|2056427;2026-07-17\|58.39\|-9.96\|64.08\|65.20\|58.37\|2065262
109944	美股光模块巨头Lumentum订单已排到2028年	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-03-10\|16.11\|-1.65\|16.50\|16.50\|15.90\|1903158;2026-03-11\|17.04\|5.77\|16.15\|17.42\|16.05\|3272110;2026-03-12\|18.74\|9.98\|17.05\|18.74\|17.00\|4354188;2026-03-13\|18.14\|-3.20\|18.39\|18.77\|18.08\|3405816;2026-03-16\|17.80\|-1.87\|17.98\|18.16\|17.50\|2023531;2026-03-17\|16.56\|-6.97\|18.17\|18.20\|16.50\|2839752;2026-03-18\|16.87\|1.87\|16.62\|17.07\|16.48\|1852911;2026-03-19\|16.60\|-1.60\|16.41\|16.98\|16.10\|1598944;2026-03-20\|16.54\|-0.36\|16.88\|17.66\|16.54\|2347441;2026-03-23\|14.89\|-9.98\|14.89\|14.89\|14.89\|292517;2026-03-24\|13.85\|-6.98\|14.00\|14.29\|13.40\|4686111;2026-03-25\|13.96\|0.79\|13.63\|14.31\|13.62\|3251098;2026-03-26\|12.91\|-7.52\|13.95\|14.01\|12.84\|3186366;2026-03-27\|12.56\|-2.71\|12.51\|12.72\|12.16\|2259859;2026-03-30\|12.17\|-3.11\|11.93\|12.30\|11.45\|2974186;2026-03-31\|11.67\|-4.11\|12.17\|12.28\|11.63\|1947158;2026-04-01\|11.85\|1.54\|11.89\|12.02\|11.71\|1495764;2026-04-02\|11.40\|-3.80\|11.81\|11.97\|11.33\|1462947;2026-04-03\|11.65\|2.19\|11.50\|12.08\|11.43\|2284225;2026-04-07\|12.02\|3.18\|11.73\|12.34\|11.72\|2047676;2026-04-08\|12.41\|3.24\|12.30\|12.42\|12.05\|2212431;2026-04-09\|11.84\|-4.59\|11.70\|12.07\|11.35\|3242583;2026-04-10\|11.94\|0.84\|11.85\|12.25\|11.71\|2858592;2026-04-13\|12.45\|4.27\|11.90\|12.59\|11.85\|3005111;2026-04-14\|12.22\|-1.85\|12.30\|12.59\|12.10\|2563599;2026-04-15\|12.14\|-0.65\|12.36\|12.47\|12.08\|1970308;2026-04-16\|12.13\|-0.08\|12.09\|12.14\|11.90\|1464875;2026-04-17\|13.34\|9.98\|12.13\|13.34\|12.09\|4289269;2026-04-20\|13.65\|2.32\|13.50\|13.92\|13.34\|4371502;2026-04-21\|13.58\|-0.51\|13.64\|14.11\|13.36\|2723476;2026-04-22\|14.94\|10.01\|13.59\|14.94\|13.59\|2138560;2026-04-23\|15.51\|3.82\|15.90\|16.06\|15.19\|5422642;2026-04-24\|15.11\|-2.58\|15.35\|15.94\|15.00\|3553455;2026-04-27\|14.73\|-2.51\|14.98\|15.46\|14.54\|2994202;2026-04-28\|13.99\|-5.02\|14.52\|14.68\|13.92\|2373756;2026-04-29\|13.94\|-0.36\|13.80\|14.27\|13.79\|1762558;2026-04-30\|13.67\|-1.94\|13.97\|14.05\|13.58\|1630497;2026-05-06\|14.68\|7.39\|14.06\|15.04\|14.06\|3291835;2026-05-07\|15.14\|3.13\|14.68\|15.25\|14.61\|3020065;2026-05-08\|15.28\|0.92\|14.95\|15.45\|14.77\|2455606;2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107;2026-07-13\|15.73\|-7.14\|16.51\|17.10\|15.56\|2367899;2026-07-14\|14.97\|-4.83\|14.83\|15.34\|14.16\|3525347;2026-07-15\|14.25\|-4.81\|15.00\|15.10\|14.20\|2035774;2026-07-16\|13.59\|-4.63\|14.03\|14.40\|13.42\|1895459;2026-07-17\|12.45\|-8.39\|13.42\|13.45\|12.33\|2108112
109943	美股光模块巨头Lumentum订单已排到2028年	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-10\|20.72\|3.60\|19.89\|21.13\|19.36\|1227993;2026-03-11\|20.60\|-0.58\|20.44\|22.22\|20.31\|1150035;2026-03-12\|20.23\|-1.80\|20.60\|21.20\|20.08\|881626;2026-03-13\|18.98\|-6.18\|19.86\|20.30\|18.78\|813770;2026-03-16\|19.05\|0.37\|18.87\|19.31\|18.30\|518049;2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681
109942	美股光模块巨头Lumentum订单已排到2028年	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
109941	美股光模块巨头Lumentum订单已排到2028年	商业航天+光模块+卫星通信+基站天线行业原因： 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28日年报，公司“星-地-端”卫星通信产品已小批量配套低轨卫星，2024年收入超4000万元，并计划2026年继续扩大规模。 2、据2025年9月19日互动易，参股公司四川光为目前800G光模块已实现小批量出货，1.6T光模块处于早期研发测试阶段。 3、据2025年12月4日机构调研，公司参股鸿擎科技、设立空天产业基金，布局卫星核心零部件及商业航天赛道，强化产业链卡位。 4、据2026年4月28日年报，公司基站天线技术领先，全球首家实现AFU天线批量商用，客户覆盖华为、爱立信、诺基亚等主流设备商。	1、参股公司四川光为致力于各类光模块研发，400G光模块已实现小规模量产，首批 800G OSFP 2×DR4 光模块已成功实现小批量交付； 2、公司于2024年底出资3000万元参股卫星核心零部件企业鸿擎科技，强化卫星互联网上游关键部件布局，公司与蓝箭航天同为鸿擎科技股东	2026-03-10\|43.64\|1.46\|43.88\|44.50\|43.13\|260682;2026-03-11\|43.08\|-1.28\|44.12\|44.48\|42.98\|252215;2026-03-12\|41.88\|-2.79\|43.00\|43.16\|41.20\|264253;2026-03-13\|40.31\|-3.75\|41.27\|41.99\|40.20\|249465;2026-03-16\|40.77\|1.14\|40.32\|40.80\|39.72\|189702;2026-03-17\|39.27\|-3.68\|41.10\|41.49\|39.20\|167478;2026-03-18\|41.67\|6.11\|39.65\|41.92\|39.27\|325923;2026-03-19\|41.08\|-1.42\|40.50\|42.06\|40.50\|272904;2026-03-20\|39.80\|-3.12\|41.60\|41.70\|39.75\|213185;2026-03-23\|38.46\|-3.37\|39.20\|40.84\|38.13\|256752;2026-03-24\|38.75\|0.75\|39.20\|39.30\|37.40\|225129;2026-03-25\|39.93\|3.05\|40.14\|40.73\|39.40\|222792;2026-03-26\|41.84\|4.78\|40.91\|42.14\|39.33\|618012;2026-03-27\|40.60\|-2.96\|40.12\|41.00\|38.80\|462414;2026-03-30\|42.67\|5.10\|39.32\|43.20\|39.32\|558721;2026-03-31\|44.55\|4.41\|42.70\|46.72\|42.61\|782252;2026-04-01\|42.80\|-3.93\|44.60\|44.94\|42.00\|538746;2026-04-02\|41.22\|-3.69\|42.81\|43.84\|40.93\|350794;2026-04-03\|45.34\|10.00\|42.01\|45.34\|41.98\|633301;2026-04-07\|47.53\|4.83\|44.58\|48.72\|44.53\|1014567;2026-04-08\|49.07\|3.24\|46.67\|51.09\|46.55\|890337;2026-04-09\|47.37\|-3.46\|47.50\|48.87\|46.48\|608538;2026-04-10\|45.53\|-3.88\|47.60\|47.98\|45.51\|562609;2026-04-13\|45.21\|-0.70\|45.06\|45.82\|44.40\|368266;2026-04-14\|48.02\|6.22\|45.55\|49.01\|43.90\|727675;2026-04-15\|47.14\|-1.83\|47.55\|49.49\|46.56\|656952;2026-04-16\|49.38\|4.75\|47.49\|50.00\|46.56\|666900;2026-04-17\|51.02\|3.32\|48.52\|53.06\|48.40\|778372;2026-04-20\|52.88\|3.65\|50.36\|55.00\|50.20\|785049;2026-04-21\|51.18\|-3.21\|52.33\|53.75\|50.60\|571046;2026-04-22\|52.13\|1.86\|50.19\|52.85\|49.01\|540060;2026-04-23\|49.10\|-5.81\|51.61\|52.13\|49.09\|471577;2026-04-24\|45.62\|-7.09\|48.50\|48.67\|45.00\|498125;2026-04-27\|45.05\|-1.25\|45.60\|46.78\|45.02\|351215;2026-04-28\|42.27\|-6.17\|44.65\|44.89\|41.69\|414871;2026-04-29\|42.60\|0.78\|42.01\|43.16\|42.00\|241244;2026-04-30\|43.66\|2.49\|42.61\|44.08\|41.90\|332433;2026-05-06\|48.03\|10.01\|44.13\|48.03\|44.01\|437654;2026-05-07\|51.45\|7.12\|48.79\|51.75\|47.68\|739056;2026-05-08\|51.18\|-0.52\|50.18\|52.45\|50.03\|687605;2026-05-11\|53.01\|3.58\|52.20\|54.40\|50.35\|711652;2026-05-12\|52.06\|-1.79\|52.70\|53.96\|51.13\|486536;2026-05-13\|52.55\|0.94\|51.66\|54.20\|51.06\|572114;2026-05-14\|49.08\|-6.60\|52.90\|54.00\|49.04\|564556;2026-05-15\|48.37\|-1.45\|49.90\|50.10\|47.69\|413487;2026-05-18\|50.27\|3.93\|49.60\|53.21\|49.02\|565587;2026-05-19\|48.33\|-3.86\|50.36\|50.85\|47.50\|401463;2026-05-20\|49.36\|2.13\|48.40\|50.13\|47.79\|439667;2026-05-21\|46.59\|-5.61\|49.94\|49.99\|46.00\|406207;2026-05-22\|47.31\|1.55\|46.70\|47.55\|45.50\|256537;2026-05-25\|48.40\|2.30\|48.29\|49.00\|46.50\|365340;2026-05-26\|46.19\|-4.57\|47.50\|49.40\|45.87\|347280;2026-05-27\|45.47\|-1.56\|47.02\|47.80\|44.32\|305413;2026-05-28\|46.34\|1.91\|44.68\|46.50\|43.72\|256151;2026-05-29\|41.71\|-9.99\|45.51\|45.80\|41.71\|359422;2026-06-01\|39.19\|-6.04\|40.70\|41.19\|39.10\|283854;2026-06-02\|39.19\|0.00\|39.20\|39.70\|37.56\|264430;2026-06-03\|40.02\|2.12\|39.28\|41.30\|39.08\|300562;2026-06-04\|39.75\|-0.67\|39.40\|39.93\|38.90\|167952;2026-06-05\|42.50\|6.92\|41.00\|43.23\|40.34\|442767;2026-06-08\|40.97\|-3.60\|40.40\|42.99\|39.79\|322421;2026-06-09\|39.74\|-3.00\|40.97\|41.37\|38.20\|291573;2026-06-10\|37.00\|-6.89\|39.21\|39.63\|35.85\|289806;2026-06-11\|37.95\|2.57\|36.45\|38.98\|35.72\|268259;2026-06-12\|37.01\|-2.48\|38.33\|38.97\|36.80\|254971;2026-06-15\|37.43\|1.13\|36.81\|37.66\|35.72\|238055;2026-06-16\|36.75\|-1.76\|38.30\|39.30\|36.63\|285997;2026-06-17\|37.10\|0.95\|36.20\|38.41\|36.15\|278110;2026-06-18\|37.11\|0.03\|36.44\|37.73\|35.75\|264454;2026-06-22\|36.38\|-1.97\|37.12\|37.44\|34.81\|307283;2026-06-23\|34.99\|-3.82\|35.81\|36.26\|34.82\|206504;2026-06-24\|35.59\|1.71\|34.99\|35.99\|34.68\|203664;2026-06-25\|34.28\|-3.68\|35.27\|36.11\|34.00\|241971;2026-06-26\|34.60\|0.93\|34.20\|35.54\|33.07\|318779;2026-06-29\|33.77\|-2.40\|34.34\|34.62\|33.37\|207274;2026-06-30\|35.57\|5.33\|34.20\|35.86\|33.80\|237464;2026-07-01\|35.85\|0.79\|35.58\|36.47\|34.92\|239736;2026-07-02\|35.23\|-1.73\|35.30\|37.13\|34.75\|273898;2026-07-03\|36.64\|4.00\|35.37\|37.16\|35.37\|251136;2026-07-06\|33.37\|-8.92\|36.68\|37.15\|33.24\|294725;2026-07-07\|31.68\|-5.06\|33.24\|33.71\|31.52\|191647;2026-07-08\|31.38\|-0.95\|31.94\|32.77\|31.34\|176220;2026-07-09\|32.77\|4.43\|31.70\|32.85\|30.55\|212236;2026-07-10\|34.40\|4.97\|32.78\|36.05\|32.65\|399309;2026-07-13\|30.96\|-10.00\|34.04\|34.04\|30.96\|196439;2026-07-14\|29.01\|-6.30\|29.00\|29.50\|27.86\|341883;2026-07-15\|28.63\|-1.31\|28.24\|29.72\|28.01\|274419;2026-07-16\|27.95\|-2.38\|28.06\|29.13\|27.77\|171178;2026-07-17\|25.80\|-7.69\|27.95\|28.05\|25.21\|233037
109940		算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品	2026-03-10\|120.23\|10.00\|111.96\|120.23\|111.30\|75082;2026-03-11\|124.10\|3.22\|123.74\|127.88\|122.57\|117888;2026-03-12\|119.90\|-3.38\|124.00\|127.49\|118.16\|94297;2026-03-13\|119.57\|-0.28\|119.08\|122.18\|115.60\|98519;2026-03-16\|117.00\|-2.15\|118.95\|118.95\|114.36\|75988;2026-03-17\|108.80\|-7.01\|118.33\|119.33\|108.50\|78175;2026-03-18\|119.68\|10.00\|110.45\|119.68\|109.56\|91640;2026-03-19\|115.73\|-3.30\|119.00\|120.08\|114.80\|94368;2026-03-20\|110.03\|-4.93\|116.95\|117.49\|109.79\|110693;2026-03-23\|99.03\|-10.00\|106.00\|106.00\|99.03\|108138;2026-03-24\|102.88\|3.89\|101.00\|103.38\|99.08\|75587;2026-03-25\|106.47\|3.49\|105.75\|109.60\|105.45\|79106;2026-03-26\|114.93\|7.95\|107.00\|117.12\|106.77\|187712;2026-03-27\|114.87\|-0.05\|112.58\|117.61\|110.81\|155033;2026-03-30\|117.35\|2.16\|111.00\|120.45\|111.00\|110661;2026-03-31\|116.33\|-0.87\|117.43\|122.00\|114.00\|95364;2026-04-01\|120.35\|3.46\|119.50\|124.00\|118.00\|98704;2026-04-02\|115.79\|-3.79\|120.88\|121.00\|115.00\|65891;2026-04-03\|116.90\|0.96\|116.65\|122.26\|115.60\|78305;2026-04-07\|114.20\|-2.31\|116.40\|117.80\|112.85\|73288;2026-04-08\|125.62\|10.00\|118.77\|125.62\|117.61\|88975;2026-04-09\|127.12\|1.19\|128.13\|133.70\|126.14\|141250;2026-04-10\|126.81\|-0.24\|128.00\|130.51\|125.10\|109530;2026-04-13\|132.00\|4.09\|126.62\|133.67\|126.61\|129923;2026-04-14\|133.08\|0.82\|133.20\|138.50\|130.50\|134776;2026-04-15\|127.86\|-3.92\|132.88\|133.21\|127.36\|100742;2026-04-16\|135.65\|6.09\|128.97\|136.66\|128.02\|98440;2026-04-17\|149.22\|10.00\|137.02\|149.22\|137.02\|105939;2026-04-20\|148.30\|-0.62\|151.90\|153.88\|146.24\|130231;2026-04-21\|158.30\|6.74\|148.30\|159.80\|147.80\|119000;2026-04-22\|158.52\|0.14\|158.28\|163.06\|156.48\|105070;2026-04-23\|168.38\|6.22\|160.12\|172.88\|157.00\|148424;2026-04-24\|170.60\|1.32\|171.83\|185.22\|167.80\|177282;2026-04-27\|172.20\|0.94\|174.86\|179.61\|170.00\|115582;2026-04-28\|165.11\|-4.12\|172.17\|175.00\|164.00\|119783;2026-04-29\|164.00\|-0.67\|163.01\|167.10\|159.22\|92775;2026-04-30\|163.25\|-0.46\|165.02\|169.18\|161.60\|94561;2026-05-06\|179.58\|10.00\|169.51\|179.58\|169.51\|110066;2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961
109939		涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-03-10\|35.69\|6.54\|34.51\|36.21\|33.81\|339601;2026-03-11\|39.40\|10.40\|36.76\|41.00\|36.10\|751586;2026-03-12\|40.20\|2.03\|42.41\|42.50\|39.55\|583559;2026-03-13\|39.28\|-2.29\|40.17\|40.69\|38.72\|320860;2026-03-16\|40.89\|4.10\|39.62\|41.41\|38.83\|423348;2026-03-17\|38.85\|-4.99\|40.85\|41.00\|38.81\|365921;2026-03-18\|39.25\|1.03\|39.46\|40.10\|31.60\|244104;2026-03-19\|36.95\|-5.86\|39.21\|39.21\|36.68\|259315;2026-03-20\|36.04\|-2.46\|37.54\|37.99\|35.98\|224224;2026-03-23\|34.35\|-4.69\|35.52\|36.65\|34.02\|267631;2026-03-24\|37.19\|8.27\|35.00\|37.30\|33.90\|343362;2026-03-25\|37.64\|1.21\|37.76\|38.43\|36.81\|266354;2026-03-26\|38.05\|1.09\|37.90\|39.50\|37.12\|274955;2026-03-27\|38.70\|1.71\|37.50\|40.35\|36.43\|310106;2026-03-30\|40.24\|3.98\|38.24\|40.74\|37.96\|331104;2026-03-31\|38.95\|-3.21\|39.97\|40.13\|38.23\|239723;2026-04-01\|39.55\|1.54\|39.90\|41.15\|39.00\|297335;2026-04-02\|38.16\|-3.51\|39.07\|39.65\|37.72\|207164;2026-04-03\|37.81\|-0.92\|38.40\|39.49\|37.80\|176074;2026-04-07\|39.50\|4.47\|38.79\|40.60\|38.26\|365170;2026-04-08\|41.19\|4.28\|40.87\|41.19\|39.31\|363748;2026-04-09\|44.99\|9.23\|40.85\|45.77\|40.60\|518804;2026-04-10\|43.76\|-2.73\|44.55\|45.22\|43.43\|416505;2026-04-13\|45.40\|3.75\|43.40\|46.10\|43.33\|443989;2026-04-14\|45.85\|0.99\|45.95\|47.48\|44.45\|446253;2026-04-15\|47.06\|2.64\|46.92\|49.00\|46.50\|464197;2026-04-16\|47.92\|1.83\|46.99\|48.18\|46.15\|285437;2026-04-17\|50.28\|4.92\|47.90\|51.47\|47.40\|406134;2026-04-20\|52.86\|5.13\|50.66\|54.27\|50.22\|387603;2026-04-21\|60.81\|15.04\|52.30\|62.68\|51.66\|549600;2026-04-22\|64.27\|5.69\|61.99\|65.82\|61.30\|479089;2026-04-23\|63.38\|-1.38\|65.56\|66.63\|61.69\|453780;2026-04-24\|60.26\|-4.92\|63.00\|63.37\|58.91\|451534;2026-04-27\|67.50\|12.01\|63.27\|69.11\|62.09\|601141;2026-04-28\|67.69\|0.28\|67.02\|70.79\|66.30\|475760;2026-04-29\|72.00\|6.37\|67.72\|73.61\|67.24\|546553;2026-04-30\|75.20\|4.44\|70.00\|76.34\|69.50\|543321;2026-05-06\|90.24\|20.00\|77.08\|90.24\|76.04\|442030;2026-05-07\|92.74\|2.77\|89.02\|94.80\|84.65\|490356;2026-05-08\|94.60\|2.01\|90.60\|97.50\|89.29\|451656;2026-05-11\|92.87\|-1.83\|94.14\|97.60\|88.70\|561254;2026-05-12\|93.88\|1.09\|92.00\|95.05\|90.82\|399156;2026-05-13\|102.16\|8.82\|92.00\|105.49\|90.20\|431117;2026-05-14\|93.88\|-8.10\|96.06\|99.68\|93.75\|477760;2026-05-15\|91.71\|-2.31\|95.12\|95.50\|89.15\|384550;2026-05-18\|96.81\|5.56\|92.40\|99.89\|90.08\|352086;2026-05-19\|100.39\|3.70\|97.03\|102.23\|96.50\|317858;2026-05-20\|109.60\|9.17\|100.00\|111.37\|97.11\|362750;2026-05-21\|98.25\|-10.36\|109.99\|111.89\|97.87\|400212;2026-05-22\|108.50\|10.43\|98.25\|112.99\|98.25\|399309;2026-05-25\|108.28\|-0.20\|110.60\|113.90\|105.19\|345281;2026-05-26\|107.32\|-0.80\|106.00\|110.00\|102.77\|333655;2026-05-27\|105.30\|-1.88\|110.99\|111.68\|103.60\|322245;2026-05-28\|119.52\|13.50\|105.97\|124.00\|103.50\|546635;2026-05-29\|125.62\|5.10\|119.59\|135.70\|118.51\|538267;2026-06-01\|128.53\|2.32\|124.00\|132.29\|118.00\|467381;2026-06-02\|127.02\|-1.17\|125.00\|128.87\|118.89\|455962;2026-06-03\|124.53\|-1.96\|120.95\|129.29\|117.20\|471448;2026-06-04\|122.31\|-1.78\|121.02\|124.61\|115.50\|365813;2026-06-05\|119.50\|-2.30\|117.73\|125.00\|115.10\|340890;2026-06-08\|123.08\|3.00\|111.58\|127.10\|111.58\|343871;2026-06-09\|136.80\|11.15\|128.00\|138.87\|125.00\|394528;2026-06-10\|137.10\|0.22\|132.58\|140.55\|129.59\|333692;2026-06-11\|133.57\|-2.57\|137.00\|139.39\|129.66\|339977;2026-06-12\|138.26\|3.51\|139.00\|148.26\|135.23\|397681;2026-06-15\|161.07\|16.50\|144.00\|162.20\|143.87\|370062;2026-06-16\|169.63\|5.31\|161.00\|178.88\|159.08\|419966;2026-06-17\|162.80\|-4.03\|166.00\|175.75\|156.80\|476453;2026-06-18\|160.90\|-1.17\|158.00\|164.90\|154.66\|357602;2026-06-22\|164.12\|2.00\|164.10\|171.58\|154.02\|421351;2026-06-23\|140.08\|-14.65\|162.00\|162.00\|138.78\|514797;2026-06-24\|144.00\|2.80\|142.88\|148.55\|141.16\|403920;2026-06-25\|152.55\|5.94\|143.00\|155.56\|140.33\|384122;2026-06-26\|155.30\|1.80\|147.07\|156.22\|143.53\|391004;2026-06-29\|139.45\|-10.21\|155.00\|161.50\|133.03\|446118;2026-06-30\|143.85\|3.16\|141.96\|146.30\|138.21\|358608;2026-07-01\|155.02\|7.76\|141.50\|164.38\|141.41\|475018;2026-07-02\|145.61\|-6.07\|145.69\|161.97\|139.80\|344887;2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971;2026-07-13\|103.36\|-11.29\|116.18\|118.00\|102.38\|349345;2026-07-14\|115.00\|11.26\|104.41\|115.00\|102.80\|286634;2026-07-15\|111.80\|-2.78\|118.66\|121.66\|110.70\|266015;2026-07-16\|107.00\|-4.29\|110.06\|114.07\|105.00\|218844;2026-07-17\|96.22\|-10.07\|106.53\|106.53\|94.57\|225884
109938		800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-03-10\|14.02\|4.55\|13.58\|14.16\|13.51\|556748;2026-03-11\|15.42\|9.99\|14.36\|15.42\|14.36\|824478;2026-03-12\|15.60\|1.17\|15.34\|16.29\|15.04\|1442539;2026-03-13\|15.43\|-1.09\|15.30\|15.87\|15.11\|737921;2026-03-16\|15.41\|-0.13\|15.43\|15.69\|15.15\|641158;2026-03-17\|14.56\|-5.52\|15.71\|15.74\|14.54\|695084;2026-03-18\|14.73\|1.17\|14.37\|14.83\|14.22\|563782;2026-03-19\|14.14\|-4.01\|14.25\|14.53\|14.03\|381226;2026-03-20\|13.48\|-4.67\|14.26\|14.56\|13.48\|424830;2026-03-23\|12.43\|-7.79\|12.90\|13.44\|12.22\|575432;2026-03-24\|12.99\|4.51\|12.73\|13.07\|12.26\|454142;2026-03-25\|13.70\|5.47\|13.05\|14.08\|13.05\|462919;2026-03-26\|13.49\|-1.53\|13.67\|14.02\|13.37\|328931;2026-03-27\|13.33\|-1.19\|13.17\|13.62\|12.90\|330411;2026-03-30\|13.28\|-0.38\|13.19\|13.35\|12.87\|252237;2026-03-31\|12.67\|-4.59\|13.11\|13.35\|12.58\|334411;2026-04-01\|13.28\|4.81\|13.01\|13.68\|13.01\|350790;2026-04-02\|12.68\|-4.52\|13.20\|13.25\|12.57\|272901;2026-04-03\|12.61\|-0.55\|12.75\|12.92\|12.47\|259544;2026-04-07\|12.64\|0.24\|12.62\|12.95\|12.52\|209653;2026-04-08\|13.63\|7.83\|13.05\|13.66\|12.96\|374328;2026-04-09\|13.96\|2.42\|13.45\|14.03\|13.42\|443201;2026-04-10\|13.85\|-0.79\|14.08\|14.20\|13.81\|342189;2026-04-13\|14.19\|2.45\|13.69\|14.30\|13.61\|368869;2026-04-14\|14.26\|0.49\|14.33\|14.46\|14.10\|401734;2026-04-15\|14.24\|-0.14\|14.32\|14.50\|14.12\|340310;2026-04-16\|14.33\|0.63\|14.20\|14.48\|14.01\|272857;2026-04-17\|14.63\|2.09\|14.31\|14.74\|14.26\|354070;2026-04-20\|14.99\|2.46\|14.72\|15.04\|14.51\|465362;2026-04-21\|15.69\|4.67\|14.80\|15.80\|14.74\|650311;2026-04-22\|16.51\|5.23\|15.53\|16.70\|15.51\|685355;2026-04-23\|16.04\|-2.85\|16.48\|16.88\|15.92\|600870;2026-04-24\|16.10\|0.37\|15.81\|16.66\|15.55\|587263;2026-04-27\|15.92\|-1.12\|16.10\|16.36\|15.65\|426944;2026-04-28\|15.54\|-2.39\|14.96\|16.11\|14.93\|702908;2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958
109937		HVLP铜箔+PCB+次新股+陕西国资行业原因： 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10日互动易，胜宏科技参与公司战略配售，双方以AI服务器PCB的超低轮廓高频铜箔装备为核心合作产品，公司正推进相关合作。 2、据2026年6月10日互动易，公司目前产能饱满，正在抓紧交付，募投项目将提升交付能力；据2026年3月26日招股说明书，公司率先开展芯片封装、高频高速电路领域关键装备研制，已实现1.5μm载体铜箔制备，英伟达计划将HVLP铜箔搭载于新一代AI加速器。 3、公司于2026-03-31日上市，据2026年3月26日招股说明书，公司是国内电解铜箔整体解决方案龙头，2024年阴极辊及铜箔钛阳极市占率均居国内第一，产品用于PCB制造；公司控股股东为西北有色金属研究院，实际控制人为陕西省财政厅。	公司是国际上可提供高性能电子电路铜箔和极薄锂电铜箔生产线整体解决方案的龙头企业，自主开发的3D陶瓷封装外壳已小批量进入CPO相关设备领域	2026-03-31\|49.47\|88.24\|49.00\|60.55\|47.01\|235541;2026-04-01\|47.29\|-4.41\|48.00\|52.77\|46.61\|157747;2026-04-02\|44.34\|-6.24\|45.06\|46.48\|43.50\|120582;2026-04-03\|42.00\|-5.28\|43.70\|44.00\|41.70\|90284;2026-04-07\|42.31\|0.74\|42.33\|44.31\|42.08\|65556;2026-04-08\|48.63\|14.94\|43.74\|50.77\|43.74\|139094;2026-04-09\|50.50\|3.85\|46.50\|51.50\|46.39\|112954;2026-04-10\|48.00\|-4.95\|50.13\|50.88\|47.90\|85137;2026-04-13\|57.60\|20.00\|49.18\|57.60\|49.18\|93904;2026-04-14\|69.12\|20.00\|60.60\|69.12\|60.60\|95842;2026-04-15\|69.71\|0.85\|70.00\|74.00\|67.37\|129470;2026-04-16\|65.99\|-5.34\|68.40\|70.07\|65.00\|88249;2026-04-17\|76.36\|15.71\|66.00\|78.99\|64.51\|138211;2026-04-20\|77.60\|1.62\|74.00\|81.84\|74.00\|117642;2026-04-21\|75.95\|-2.13\|74.15\|77.77\|72.50\|84071;2026-04-22\|75.14\|-1.07\|75.76\|77.67\|74.10\|66498;2026-04-23\|75.18\|0.05\|72.50\|81.00\|72.00\|110817;2026-04-24\|77.00\|2.42\|77.06\|80.67\|76.00\|90103;2026-04-27\|78.08\|1.40\|78.01\|81.00\|74.99\|98104;2026-04-28\|83.68\|7.17\|78.08\|90.57\|77.90\|89207;2026-04-29\|86.47\|3.33\|79.11\|88.60\|77.10\|89979;2026-04-30\|92.40\|6.86\|86.43\|93.99\|83.20\|92626;2026-05-06\|110.88\|20.00\|99.18\|110.88\|99.18\|60319;2026-05-07\|116.00\|4.62\|116.99\|128.66\|110.00\|99031;2026-05-08\|111.41\|-3.96\|110.50\|114.50\|110.00\|70617;2026-05-11\|118.30\|6.18\|111.00\|123.49\|108.35\|82511;2026-05-12\|128.66\|8.76\|118.93\|128.66\|115.36\|73050;2026-05-13\|125.83\|-2.20\|124.07\|131.00\|120.66\|53100;2026-05-14\|133.00\|5.70\|122.01\|137.60\|116.89\|65901;2026-05-15\|128.48\|-3.40\|131.67\|136.00\|117.80\|59625;2026-05-18\|136.88\|6.54\|127.01\|139.94\|122.30\|63886;2026-05-19\|134.03\|-2.08\|132.58\|137.97\|130.00\|38591;2026-05-20\|141.22\|5.36\|132.77\|144.35\|132.77\|43107;2026-05-21\|138.00\|-2.28\|140.00\|151.22\|137.00\|55486;2026-05-22\|144.33\|4.59\|140.50\|148.00\|136.09\|61594;2026-05-25\|145.85\|1.05\|141.40\|148.60\|137.00\|45979;2026-05-26\|152.86\|4.81\|145.56\|153.16\|137.60\|37600;2026-05-27\|166.88\|9.17\|150.00\|174.00\|149.52\|42198;2026-05-28\|183.00\|9.66\|163.95\|186.97\|160.05\|39159;2026-05-29\|186.80\|2.08\|180.80\|200.00\|177.00\|48099;2026-06-01\|162.78\|-12.86\|179.99\|183.97\|150.00\|49891;2026-06-02\|162.50\|-0.17\|162.36\|171.62\|146.18\|62899;2026-06-03\|164.56\|1.27\|160.66\|170.10\|158.53\|39209;2026-06-04\|179.20\|8.90\|162.80\|180.18\|160.00\|37193;2026-06-05\|183.68\|2.50\|178.30\|186.80\|175.01\|35776;2026-06-08\|158.20\|-13.87\|160.55\|174.00\|155.56\|38590;2026-06-09\|157.48\|-0.46\|163.07\|165.88\|142.00\|37569;2026-06-10\|137.00\|-13.00\|152.36\|155.95\|135.88\|48857;2026-06-11\|143.20\|4.53\|133.01\|144.89\|126.11\|37725;2026-06-12\|141.54\|-1.16\|150.00\|153.28\|140.58\|32361;2026-06-15\|169.85\|20.00\|150.33\|169.85\|150.00\|39569;2026-06-16\|177.48\|4.49\|176.00\|195.89\|176.00\|41832;2026-06-17\|188.95\|6.46\|176.00\|192.33\|173.00\|33604;2026-06-18\|190.46\|0.80\|184.00\|194.50\|179.87\|39631;2026-06-22\|207.00\|8.68\|200.00\|210.96\|197.80\|36805;2026-06-23\|198.10\|-4.30\|216.00\|226.00\|194.58\|42601;2026-06-24\|222.20\|12.17\|194.59\|222.70\|194.00\|42225;2026-06-25\|243.80\|9.72\|218.05\|249.44\|213.50\|45307;2026-06-26\|230.90\|-5.29\|240.00\|243.80\|225.60\|33313;2026-06-29\|211.99\|-8.19\|228.60\|232.95\|202.57\|40573;2026-06-30\|210.00\|-0.94\|215.60\|223.10\|202.51\|41259;2026-07-01\|213.30\|1.57\|218.00\|233.97\|211.69\|38830;2026-07-02\|188.18\|-11.78\|188.93\|207.77\|185.00\|45919;2026-07-03\|188.42\|0.13\|187.10\|204.00\|181.77\|47566;2026-07-06\|174.36\|-7.46\|195.77\|197.89\|169.00\|41707;2026-07-07\|185.97\|6.66\|176.14\|189.00\|168.00\|42484;2026-07-08\|161.00\|-13.43\|187.00\|187.80\|158.01\|55832;2026-07-09\|169.16\|5.07\|165.50\|173.82\|162.09\|42359;2026-07-10\|169.93\|0.46\|169.16\|191.97\|168.17\|56326;2026-07-13\|150.00\|-11.73\|168.23\|170.97\|148.01\|47690;2026-07-14\|159.90\|6.60\|152.70\|165.97\|148.38\|39575;2026-07-15\|150.50\|-5.88\|164.00\|165.00\|149.31\|32078;2026-07-16\|148.68\|-1.21\|145.87\|156.97\|145.20\|24307;2026-07-17\|128.10\|-13.84\|143.87\|149.60\|127.24\|44536
109936		云计算+金融机具+光伏清洁机器人+国企改革行业原因： 1、据湘财证券5月3日研报，海外云厂商26Q1财报验证“云+AI”共振提速，管理层强调AI需求强劲、供不应求，RPO积压订单高增强化收入兑现预期。 2、东吴证券指出，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、据公司官网，公司为客户提供机房、机架、服务器出租及带宽、IP、安全防护等服务，与运营商合作开展业务。 2、据2025年8月29日公告及2026年4月25日进展公告，公司筹划现金收购库珀新能源20%股权并受托表决权不低于51%，标的主营光伏清洁机器人，交易仍在推进。 3、据公司亮点及2025年半年报，公司最终控制人为邯郸市人民政府国有资产监督管理委员会，具备国企改革属性。 4、据2026年4月25日年报，公司在银行金融机具领域拥有点钞机、捆钞机、清分机等核心产品，具备全流程智能化生产能力，市场份额领先。	我国银行业金融机具核心供应商与服务商，业务涉及军工配套设备	2026-03-10\|12.23\|0.74\|12.25\|12.39\|12.11\|121703;2026-03-11\|12.11\|-0.98\|12.18\|12.35\|12.10\|135750;2026-03-12\|12.16\|0.41\|12.08\|12.27\|12.03\|129700;2026-03-13\|11.87\|-2.38\|12.15\|12.19\|11.82\|125004;2026-03-16\|12.18\|2.61\|11.94\|12.18\|11.85\|171837;2026-03-17\|12.06\|-0.99\|12.18\|12.55\|12.06\|192584;2026-03-18\|12.08\|0.17\|12.09\|12.18\|11.86\|129069;2026-03-19\|11.84\|-1.99\|11.91\|12.17\|11.81\|131069;2026-03-20\|11.29\|-4.65\|11.81\|11.92\|11.28\|168518;2026-03-23\|12.02\|6.47\|11.00\|12.50\|10.66\|523706;2026-03-24\|12.82\|6.66\|12.00\|13.22\|11.84\|653997;2026-03-25\|12.74\|-0.62\|12.50\|12.92\|12.35\|477643;2026-03-26\|12.26\|-3.77\|12.59\|12.78\|12.23\|293514;2026-03-27\|11.96\|-2.45\|12.09\|12.42\|11.90\|245703;2026-03-30\|11.87\|-0.75\|11.58\|12.34\|11.50\|259919;2026-03-31\|11.57\|-2.53\|11.80\|12.55\|11.56\|336916;2026-04-01\|11.43\|-1.21\|11.81\|11.86\|11.24\|266043;2026-04-02\|10.86\|-4.99\|11.34\|11.43\|10.82\|200953;2026-04-03\|10.31\|-5.06\|11.03\|11.10\|10.31\|181822;2026-04-07\|10.58\|2.62\|10.42\|10.71\|10.32\|180647;2026-04-08\|11.31\|6.90\|10.85\|11.45\|10.85\|283114;2026-04-09\|10.75\|-4.95\|11.03\|11.16\|10.74\|228550;2026-04-10\|11.06\|2.88\|10.88\|11.35\|10.88\|320942;2026-04-13\|11.05\|-0.09\|10.89\|11.20\|10.89\|160296;2026-04-14\|10.93\|-1.09\|11.18\|11.20\|10.81\|181656;2026-04-15\|10.78\|-1.37\|10.94\|11.14\|10.77\|153020;2026-04-16\|10.93\|1.39\|10.88\|10.98\|10.70\|149110;2026-04-17\|10.75\|-1.65\|10.85\|10.91\|10.69\|137945;2026-04-20\|10.77\|0.19\|10.70\|10.89\|10.66\|141854;2026-04-21\|10.50\|-2.51\|10.78\|10.78\|10.41\|186995;2026-04-22\|10.47\|-0.29\|10.50\|10.53\|10.34\|119620;2026-04-23\|10.16\|-2.96\|10.39\|10.48\|10.14\|140313;2026-04-24\|9.92\|-2.36\|10.08\|10.11\|9.90\|148295;2026-04-27\|10.28\|3.63\|9.99\|10.29\|9.93\|187528;2026-04-28\|10.08\|-1.95\|10.21\|10.30\|10.02\|118773;2026-04-29\|10.15\|0.69\|10.08\|10.25\|10.04\|99728;2026-04-30\|10.20\|0.49\|10.19\|10.39\|10.13\|120821;2026-05-06\|12.24\|20.00\|10.28\|12.24\|10.28\|756421;2026-05-07\|12.52\|2.29\|12.27\|12.77\|12.10\|932203;2026-05-08\|12.54\|0.16\|12.40\|12.76\|12.25\|597431;2026-05-11\|12.87\|2.63\|12.39\|13.10\|12.28\|746395;2026-05-12\|12.39\|-3.73\|12.70\|12.85\|12.31\|474201;2026-05-13\|12.45\|0.48\|12.32\|12.53\|12.16\|359824;2026-05-14\|11.84\|-4.90\|12.51\|12.51\|11.84\|271388;2026-05-15\|11.68\|-1.35\|11.92\|11.99\|11.52\|246194;2026-05-18\|11.73\|0.43\|11.59\|11.83\|11.50\|207173;2026-05-19\|11.68\|-0.43\|11.78\|11.78\|11.42\|183843;2026-05-20\|11.46\|-1.88\|11.58\|11.61\|11.31\|164519;2026-05-21\|11.15\|-2.71\|11.50\|12.20\|11.12\|474006;2026-05-22\|10.85\|-2.69\|11.04\|11.20\|10.58\|329172;2026-05-25\|10.69\|-1.47\|10.89\|11.18\|10.58\|198085;2026-05-26\|10.60\|-0.84\|10.68\|10.90\|10.38\|207440;2026-05-27\|10.17\|-4.06\|10.51\|10.67\|10.09\|187693;2026-05-28\|10.47\|2.95\|10.28\|10.63\|9.98\|282383;2026-05-29\|9.99\|-4.58\|10.40\|10.54\|9.97\|206740;2026-06-01\|10.27\|2.80\|9.99\|10.67\|9.80\|254378;2026-06-02\|10.03\|-2.34\|10.22\|10.25\|9.66\|216811;2026-06-03\|9.77\|-2.59\|9.95\|10.13\|9.61\|238028;2026-06-04\|9.52\|-2.56\|9.68\|9.83\|9.46\|159725;2026-06-05\|9.38\|-1.47\|9.60\|9.72\|9.32\|159550;2026-06-08\|9.06\|-3.41\|9.20\|9.58\|8.91\|184625;2026-06-09\|9.09\|0.33\|9.16\|9.17\|8.86\|126796;2026-06-10\|8.59\|-5.50\|9.01\|9.09\|8.48\|181584;2026-06-11\|8.47\|-1.40\|8.48\|8.62\|8.33\|146614;2026-06-12\|8.73\|3.07\|8.58\|9.10\|8.52\|271102;2026-06-15\|9.02\|3.32\|8.79\|9.50\|8.74\|339706;2026-06-16\|9.14\|1.33\|8.92\|9.25\|8.88\|234813;2026-06-17\|8.92\|-2.41\|9.00\|9.15\|8.88\|172044;2026-06-18\|8.60\|-3.59\|8.88\|8.95\|8.60\|191137;2026-06-22\|9.67\|12.44\|8.62\|9.91\|8.44\|561917;2026-06-23\|9.53\|-1.45\|9.48\|10.19\|9.42\|528780;2026-06-24\|8.95\|-6.09\|9.55\|9.55\|8.72\|352697;2026-06-25\|8.82\|-1.45\|9.00\|9.30\|8.78\|379533;2026-06-26\|8.36\|-5.22\|8.72\|8.93\|8.36\|275602;2026-06-29\|8.06\|-3.59\|8.36\|8.48\|7.92\|222297;2026-06-30\|8.35\|3.60\|8.06\|8.35\|7.91\|211328;2026-07-01\|8.72\|4.43\|8.30\|9.02\|8.23\|285531;2026-07-02\|8.24\|-5.50\|8.68\|8.82\|8.20\|229732;2026-07-03\|8.28\|0.49\|8.31\|8.41\|8.16\|158344;2026-07-06\|7.96\|-3.86\|8.29\|8.36\|7.95\|142613;2026-07-07\|7.63\|-4.15\|7.90\|7.96\|7.60\|136482;2026-07-08\|7.48\|-1.97\|7.72\|7.78\|7.48\|118641;2026-07-09\|7.66\|2.41\|7.48\|7.73\|7.33\|146833;2026-07-10\|7.75\|1.17\|7.65\|8.00\|7.46\|195327;2026-07-13\|7.18\|-7.35\|7.78\|7.78\|7.14\|168881;2026-07-14\|7.32\|1.95\|7.18\|7.39\|6.95\|173115;2026-07-15\|7.42\|1.37\|7.28\|7.60\|7.23\|172786;2026-07-16\|7.46\|0.54\|7.28\|7.62\|7.22\|158517;2026-07-17\|7.84\|5.09\|7.46\|8.56\|7.38\|458569
109935		券商+科创投资+一季报增长+高分红行业原因： 1、财政部6月22日公布数据显示，今年前五个月证券交易印花税1262亿元，同比增长88.8%，市场交投活跃为券商业绩提供扎实支撑。 2、硬科技IPO红利持续释放，2026年科创板和创业板已迎来20只新股，长鑫科技等明星项目蓄势待发，券商投行承销与跟投收益增厚预期显著。公司原因： 1、据国泰海通证券2026年6月22日研报，首次覆盖给予“增持”评级，指出公司投研特色鲜明，湖北国资入主后科创投资业务加速成长，部分明星项目有望在2026年贡献超额收益。 2、据2026年4月30日一季报，公司2026年一季度归母净利润14.86亿元，同比增长51.73%；营业总收入33.67亿元，同比增长34.65%。 3、据2026年6月6日公告，公司2025年年度权益分派于2026年6月15日除权除息，向全体股东每10股派3元；据2026年6月5日互动易，公司近三年累计现金分红31.52亿元，占近三个会计年度年均净利润的133.57%，居上市券商前列。 4、据2026年6月24日公告，公司股票交易异常波动，经核查经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。	公司一季度净利润同比增长51.73%	2026-03-10\|7.52\|0.80\|7.52\|7.56\|7.48\|435655;2026-03-11\|7.58\|0.80\|7.53\|7.60\|7.49\|447764;2026-03-12\|7.61\|0.40\|7.57\|7.65\|7.55\|393991;2026-03-13\|7.55\|-0.79\|7.58\|7.65\|7.54\|398923;2026-03-16\|7.53\|-0.26\|7.54\|7.56\|7.46\|392795;2026-03-17\|7.49\|-0.53\|7.56\|7.69\|7.48\|919233;2026-03-18\|7.42\|-0.93\|7.47\|7.49\|7.36\|588598;2026-03-19\|7.25\|-2.29\|7.35\|7.37\|7.22\|557699;2026-03-20\|7.20\|-0.69\|7.29\|7.33\|7.20\|446755;2026-03-23\|6.79\|-5.69\|7.08\|7.09\|6.75\|812319;2026-03-24\|6.93\|2.06\|6.89\|6.95\|6.78\|525625;2026-03-25\|6.99\|0.87\|6.95\|7.05\|6.91\|563256;2026-03-26\|6.87\|-1.72\|6.99\|7.00\|6.84\|375707;2026-03-27\|6.91\|0.58\|6.81\|6.96\|6.78\|347420;2026-03-30\|6.89\|-0.29\|6.82\|6.90\|6.78\|359773;2026-03-31\|6.86\|-0.44\|6.89\|6.99\|6.84\|371257;2026-04-01\|6.99\|1.90\|6.97\|7.00\|6.93\|385571;2026-04-02\|6.91\|-1.14\|6.97\|6.97\|6.86\|354663;2026-04-03\|6.80\|-1.59\|6.91\|6.94\|6.79\|286159;2026-04-07\|6.82\|0.29\|6.79\|6.87\|6.79\|201851;2026-04-08\|7.14\|4.69\|6.94\|7.15\|6.94\|632259;2026-04-09\|6.97\|-2.38\|7.08\|7.09\|6.96\|322171;2026-04-10\|7.26\|4.16\|7.20\|7.42\|7.14\|1194698;2026-04-13\|7.26\|0.00\|7.24\|7.35\|7.20\|465407;2026-04-14\|7.33\|0.96\|7.31\|7.34\|7.22\|407107;2026-04-15\|7.32\|-0.14\|7.34\|7.39\|7.31\|354626;2026-04-16\|7.36\|0.55\|7.35\|7.41\|7.32\|340650;2026-04-17\|7.30\|-0.82\|7.33\|7.36\|7.27\|347872;2026-04-20\|7.25\|-0.68\|7.34\|7.34\|7.22\|397221;2026-04-21\|7.20\|-0.69\|7.24\|7.25\|7.17\|314903;2026-04-22\|7.27\|0.97\|7.18\|7.32\|7.15\|401606;2026-04-23\|7.20\|-0.96\|7.25\|7.30\|7.17\|329978;2026-04-24\|7.14\|-0.83\|7.18\|7.20\|7.09\|299299;2026-04-27\|7.13\|-0.14\|7.15\|7.21\|7.11\|391922;2026-04-28\|7.29\|2.24\|7.18\|7.39\|7.18\|765531;2026-04-29\|7.26\|-0.41\|7.27\|7.31\|7.24\|600393;2026-04-30\|7.99\|10.06\|7.85\|7.99\|7.80\|2961426;2026-05-06\|8.79\|10.01\|8.11\|8.79\|8.11\|2746851;2026-05-07\|8.34\|-5.12\|8.84\|8.84\|8.19\|4003306;2026-05-08\|8.22\|-1.44\|8.33\|8.35\|8.13\|1933727;2026-05-11\|8.76\|6.57\|8.19\|9.04\|8.13\|3926192;2026-05-12\|8.94\|2.05\|8.68\|9.24\|8.55\|3653323;2026-05-13\|8.78\|-1.79\|8.89\|8.94\|8.71\|2193826;2026-05-14\|8.59\|-2.16\|8.79\|8.94\|8.59\|1702731;2026-05-15\|8.46\|-1.51\|8.70\|8.76\|8.36\|1550995;2026-05-18\|8.40\|-0.71\|8.41\|8.58\|8.30\|1058120;2026-05-19\|8.40\|0.00\|8.35\|8.45\|8.24\|1008912;2026-05-20\|8.41\|0.12\|8.33\|8.55\|8.30\|888390;2026-05-21\|8.37\|-0.48\|8.47\|8.82\|8.34\|1862156;2026-05-22\|8.23\|-1.67\|8.41\|8.46\|8.15\|1152986;2026-05-25\|8.35\|1.46\|8.28\|8.36\|8.18\|820145;2026-05-26\|8.40\|0.60\|8.25\|8.56\|8.22\|1104186;2026-05-27\|8.24\|-1.90\|8.31\|8.49\|8.21\|880778;2026-05-28\|8.15\|-1.09\|8.26\|8.26\|8.05\|934895;2026-05-29\|8.13\|-0.25\|8.15\|8.39\|8.12\|1032158;2026-06-01\|7.95\|-2.21\|8.11\|8.12\|7.92\|986045;2026-06-02\|7.84\|-1.38\|7.92\|7.96\|7.74\|946408;2026-06-03\|7.87\|0.38\|7.80\|8.03\|7.78\|730332;2026-06-04\|7.71\|-2.03\|7.81\|7.91\|7.64\|694091;2026-06-05\|7.50\|-2.72\|7.71\|7.77\|7.48\|878070;2026-06-08\|7.31\|-2.53\|7.32\|7.49\|7.23\|832878;2026-06-09\|7.38\|0.96\|7.34\|7.39\|7.25\|573317;2026-06-10\|7.46\|1.08\|7.32\|7.48\|7.30\|770681;2026-06-11\|7.38\|-1.07\|7.41\|7.54\|7.31\|683337;2026-06-12\|7.70\|4.34\|7.40\|7.75\|7.37\|1390878;2026-06-15\|7.92\|7.03\|7.44\|8.14\|7.39\|2351884;2026-06-16\|7.97\|0.63\|7.85\|8.04\|7.83\|1406262;2026-06-17\|8.05\|1.00\|7.93\|8.23\|7.92\|1109865;2026-06-18\|7.82\|-2.86\|7.99\|8.09\|7.79\|1025998;2026-06-22\|8.60\|9.97\|7.82\|8.60\|7.77\|2214193;2026-06-23\|9.46\|10.00\|8.91\|9.46\|8.91\|3018601;2026-06-24\|9.23\|-2.43\|9.49\|9.79\|9.08\|5287445;2026-06-25\|10.15\|9.97\|9.33\|10.15\|9.06\|5367599;2026-06-26\|9.76\|-3.84\|9.99\|10.18\|9.68\|4306799;2026-06-29\|9.45\|-3.18\|9.77\|9.98\|9.27\|3383295;2026-06-30\|9.75\|3.17\|9.52\|10.09\|9.38\|2830205;2026-07-01\|10.54\|8.10\|9.66\|10.73\|9.61\|4369459;2026-07-02\|10.05\|-4.65\|10.50\|10.65\|9.98\|3074464;2026-07-03\|9.98\|-0.70\|10.19\|10.25\|9.82\|2169648;2026-07-06\|9.53\|-4.51\|10.10\|10.18\|9.45\|2434596;2026-07-07\|9.23\|-3.15\|9.53\|9.61\|9.19\|1617557;2026-07-08\|8.89\|-3.68\|9.24\|9.32\|8.86\|1651205;2026-07-09\|9.36\|5.29\|8.91\|9.38\|8.89\|2137958;2026-07-10\|8.74\|-6.62\|9.15\|9.15\|8.70\|2126002;2026-07-13\|8.78\|0.46\|8.86\|9.08\|8.71\|1804343;2026-07-14\|8.88\|1.14\|8.74\|8.89\|8.53\|1559437;2026-07-15\|9.06\|2.03\|8.73\|9.15\|8.71\|1994698;2026-07-16\|8.71\|-3.86\|8.93\|8.94\|8.68\|1559429;2026-07-17\|8.34\|-4.25\|8.68\|8.81\|8.33\|1631959
109934		特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平； 2、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 3、锂电池隔膜产业是公司重点培育和发展的主导产业，公司锂膜产业拥有国际先进的湿法隔膜制造装备以及领先的技术研发能力，具备5-20μm湿法隔膜及各类涂覆隔膜产品，具备年产16亿平米以上生产能力，在建产能超过45亿平米	2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105
109933		电子布涨价+特种电子布+AI算力行业原因： 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、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944
109932		AI编程+固件信创+业绩大增行业原因：渤海证券研究指出，近期DeepSeek V 4、字节Seed3D 2. 0、月之暗面Kimi K2. 6、小米MiMo-V2.5等国产大模型迎来密集迭代。随着国产大模型能力持续提升，其在各类应用场景的落地节奏有望进一步提速。公司原因： 1、据2026年4月28日一季报，公司2026Q1实现营收8752万元、归母净利5947万元，同比增216%，扣非净利2436万元，同比增40%，现金流同比增133%，AI编程产品EazyDevelop贡献收入2584万元，占营收30%，单日Token消耗破200亿。 2、据2026年4月21日年报，公司是全球唯一同时获Intel X86固件授权且全适配国产主流芯片的独立供应商，BIOS/BMC批量供货华为、联想、浪潮、曙光等，深度参与信创生态。 3、据2026年4月30日机构调研，公司预计2026年IDE业务收入2.8亿元、净利1.4亿元，鸿蒙跨端产品提前至Q2发布，已启动首批互联网大厂项目，全年主业与投资收益双增。	公司拥有AI辅助编程产品SnapDevelop等	2026-03-10\|131.63\|-3.50\|141.08\|141.39\|128.80\|64926;2026-03-11\|128.79\|-2.16\|131.50\|131.78\|127.60\|39881;2026-03-12\|122.78\|-4.67\|131.00\|135.50\|122.00\|48345;2026-03-13\|118.21\|-3.72\|123.00\|123.00\|117.83\|43674;2026-03-16\|119.20\|0.84\|117.28\|120.80\|115.56\|29075;2026-03-17\|115.60\|-3.02\|120.01\|120.73\|115.00\|26179;2026-03-18\|118.00\|2.08\|116.50\|118.00\|114.63\|28911;2026-03-19\|112.90\|-4.32\|114.16\|115.90\|112.00\|26151;2026-03-20\|109.00\|-3.45\|115.00\|115.07\|108.81\|26217;2026-03-23\|99.30\|-8.90\|107.00\|108.57\|98.00\|68856;2026-03-24\|105.39\|6.13\|103.00\|105.67\|100.68\|54036;2026-03-25\|107.60\|2.10\|106.00\|109.88\|106.00\|33449;2026-03-26\|108.17\|0.53\|111.50\|111.58\|105.50\|32205;2026-03-27\|109.68\|1.40\|106.42\|110.40\|105.80\|29354;2026-03-30\|108.49\|-1.08\|108.00\|109.37\|105.85\|24698;2026-03-31\|106.44\|-1.89\|107.00\|111.50\|106.10\|27595;2026-04-01\|112.90\|6.07\|111.52\|115.75\|109.02\|47615;2026-04-02\|109.03\|-3.43\|111.94\|112.80\|108.00\|31577;2026-04-03\|108.66\|-0.34\|109.00\|110.50\|106.01\|26240;2026-04-07\|106.60\|-1.90\|108.30\|110.50\|106.25\|31778;2026-04-08\|119.27\|11.89\|112.80\|120.50\|110.82\|53926;2026-04-09\|111.31\|-6.67\|116.00\|117.00\|110.60\|49832;2026-04-10\|112.30\|0.89\|111.00\|115.28\|110.83\|34722;2026-04-13\|107.20\|-4.54\|110.82\|111.99\|105.39\|48821;2026-04-14\|109.85\|2.47\|110.00\|113.69\|109.00\|44134;2026-04-15\|106.50\|-3.05\|110.60\|110.95\|105.90\|33062;2026-04-16\|114.10\|7.14\|108.00\|116.30\|107.98\|61406;2026-04-17\|113.52\|-0.51\|115.19\|115.30\|111.78\|37103;2026-04-20\|116.09\|2.26\|114.17\|119.80\|112.01\|46529;2026-04-21\|118.93\|2.45\|116.60\|121.80\|112.03\|61700;2026-04-22\|125.64\|5.64\|124.99\|128.78\|120.00\|89459;2026-04-23\|119.04\|-5.25\|123.00\|127.07\|117.00\|50797;2026-04-24\|127.22\|6.87\|121.00\|130.81\|117.79\|80150;2026-04-27\|130.95\|2.93\|130.00\|133.71\|126.38\|76777;2026-04-28\|119.50\|-8.74\|131.50\|131.50\|116.18\|75961;2026-04-29\|118.80\|-0.59\|119.00\|121.80\|115.60\|47699;2026-04-30\|120.41\|1.36\|118.56\|122.12\|116.38\|46520;2026-05-06\|144.49\|20.00\|130.00\|144.49\|130.00\|76760;2026-05-07\|150.40\|4.09\|148.50\|152.16\|142.05\|122758;2026-05-08\|148.50\|-1.26\|154.39\|156.17\|144.38\|113530;2026-05-11\|147.68\|-0.55\|152.00\|157.00\|142.78\|96185;2026-05-12\|139.00\|-5.88\|145.00\|145.85\|134.50\|103322;2026-05-13\|141.86\|2.06\|136.00\|142.86\|133.90\|70395;2026-05-14\|132.00\|-6.95\|141.30\|143.19\|132.00\|69666;2026-05-15\|134.02\|1.53\|131.50\|139.88\|131.50\|59673;2026-05-18\|135.78\|1.31\|133.00\|138.96\|132.43\|43848;2026-05-19\|140.03\|3.13\|137.77\|140.05\|135.81\|60884;2026-05-20\|133.80\|-4.45\|140.13\|141.50\|133.16\|55379;2026-05-21\|126.99\|-5.09\|136.88\|139.36\|126.16\|58134;2026-05-22\|131.09\|3.23\|127.12\|133.02\|126.00\|40373;2026-05-25\|138.96\|6.00\|132.50\|139.87\|127.11\|89555;2026-05-26\|140.92\|1.41\|137.01\|142.85\|132.00\|72789;2026-05-27\|131.90\|-6.40\|140.00\|140.82\|131.60\|55704;2026-05-28\|142.00\|7.66\|132.94\|144.65\|128.70\|82360;2026-05-29\|137.51\|-3.16\|146.99\|147.80\|136.01\|95336;2026-06-01\|144.21\|4.87\|145.00\|151.00\|140.80\|112629;2026-06-02\|149.72\|3.82\|148.00\|150.96\|136.18\|101361;2026-06-03\|144.55\|-3.45\|147.48\|148.14\|140.50\|76494;2026-06-04\|134.79\|-6.75\|140.50\|142.55\|132.00\|75179;2026-06-05\|126.40\|-6.22\|132.33\|133.17\|126.40\|50013;2026-06-08\|123.00\|-2.69\|118.00\|128.88\|115.19\|36650;2026-06-09\|127.90\|3.98\|125.33\|129.22\|122.00\|30970;2026-06-10\|122.26\|-4.41\|124.88\|126.00\|119.59\|41579;2026-06-11\|119.80\|-2.01\|121.00\|122.89\|116.86\|29508;2026-06-12\|121.60\|1.50\|122.00\|125.54\|120.74\|29768;2026-06-15\|127.30\|4.69\|124.01\|128.30\|121.24\|42357;2026-06-16\|122.09\|-4.09\|127.00\|127.00\|121.60\|41076;2026-06-17\|128.10\|4.92\|125.11\|133.50\|123.15\|55776;2026-06-18\|128.63\|0.41\|129.66\|133.68\|128.31\|49848;2026-06-22\|130.17\|1.20\|129.38\|131.20\|125.28\|45824;2026-06-23\|121.62\|-6.57\|128.10\|128.10\|120.50\|44569;2026-06-24\|122.53\|0.75\|122.11\|123.22\|117.10\|35462;2026-06-25\|121.47\|-0.87\|121.39\|123.22\|116.02\|43135;2026-06-26\|113.24\|-6.78\|119.58\|120.00\|113.24\|35064;2026-06-29\|110.59\|-2.34\|111.80\|115.90\|109.51\|34485;2026-06-30\|118.54\|7.19\|110.00\|120.70\|109.10\|42548;2026-07-01\|121.45\|2.54\|118.44\|122.47\|117.88\|37525;2026-07-02\|119.10\|-1.94\|123.80\|125.72\|118.99\|50502;2026-07-03\|118.81\|-0.24\|118.35\|120.80\|114.28\|34548;2026-07-06\|116.36\|-2.06\|117.74\|122.43\|115.20\|27822;2026-07-07\|117.38\|0.88\|115.10\|120.22\|114.11\|30186;2026-07-08\|123.48\|5.20\|118.38\|129.88\|114.51\|68346;2026-07-09\|137.99\|11.75\|121.20\|138.80\|121.10\|92900;2026-07-10\|135.71\|-1.65\|135.00\|143.69\|132.94\|86749;2026-07-13\|137.80\|1.54\|136.93\|142.99\|134.07\|77003;2026-07-14\|122.99\|-10.75\|145.00\|147.35\|114.86\|96120;2026-07-15\|126.82\|3.11\|121.38\|133.83\|119.40\|72990;2026-07-16\|124.90\|-1.51\|124.99\|130.49\|121.55\|47435;2026-07-17\|106.88\|-14.43\|123.50\|125.98\|105.52\|68122
109931	我国首个大规模“算电协同”绿电直供项目正式投运	HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-03-10\|36.51\|3.96\|35.66\|36.70\|35.31\|578431;2026-03-11\|36.29\|-0.60\|36.85\|37.37\|36.02\|543989;2026-03-12\|34.63\|-4.57\|36.30\|36.49\|34.06\|438089;2026-03-13\|32.86\|-5.11\|33.84\|34.28\|32.65\|359403;2026-03-16\|32.61\|-0.76\|32.31\|32.65\|31.15\|332002;2026-03-17\|30.35\|-6.93\|32.69\|32.89\|30.11\|354909;2026-03-18\|31.23\|2.90\|30.60\|31.39\|30.10\|264024;2026-03-19\|30.32\|-2.91\|30.01\|30.88\|30.01\|206399;2026-03-20\|29.11\|-3.99\|30.68\|30.86\|29.10\|257154;2026-03-23\|29.02\|-0.31\|28.87\|30.50\|28.42\|334762;2026-03-24\|29.04\|0.07\|29.31\|29.55\|27.79\|270485;2026-03-25\|29.90\|2.96\|29.50\|30.16\|29.31\|259276;2026-03-26\|28.96\|-3.14\|29.99\|30.00\|28.68\|187528;2026-03-27\|28.17\|-2.73\|28.39\|28.56\|27.84\|249607;2026-03-30\|27.40\|-2.73\|27.30\|27.58\|26.53\|275025;2026-03-31\|26.02\|-5.04\|27.13\|27.45\|26.02\|289859;2026-04-01\|27.02\|3.84\|26.74\|27.07\|26.38\|237502;2026-04-02\|25.64\|-5.11\|26.80\|26.92\|25.53\|218360;2026-04-03\|27.26\|6.32\|26.00\|27.99\|25.53\|442229;2026-04-07\|27.57\|1.14\|27.15\|28.45\|26.90\|312239;2026-04-08\|29.03\|5.30\|28.39\|29.10\|28.20\|320104;2026-04-09\|31.93\|9.99\|31.93\|31.93\|31.93\|74470;2026-04-10\|35.12\|9.99\|35.12\|35.12\|35.12\|33892;2026-04-13\|38.63\|9.99\|38.63\|38.63\|38.63\|150094;2026-04-14\|42.49\|9.99\|42.00\|42.49\|40.67\|865489;2026-04-15\|43.40\|2.14\|42.49\|44.16\|41.91\|1551196;2026-04-16\|42.80\|-1.38\|44.00\|44.00\|41.46\|1172638;2026-04-17\|40.91\|-4.42\|43.03\|43.66\|40.36\|1040063;2026-04-20\|43.70\|6.82\|41.48\|44.17\|40.41\|1194186;2026-04-21\|44.16\|1.05\|43.67\|45.45\|41.87\|1151659;2026-04-22\|43.74\|-0.95\|44.30\|44.96\|42.73\|948003;2026-04-23\|43.53\|-0.48\|44.21\|44.88\|43.10\|794968;2026-04-24\|41.69\|-4.23\|43.40\|43.54\|41.51\|688906;2026-04-27\|41.15\|-1.30\|42.00\|42.01\|40.52\|491171;2026-04-28\|40.00\|-2.79\|41.00\|41.89\|39.71\|529695;2026-04-29\|39.75\|-0.62\|39.41\|40.85\|39.35\|409306;2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836;2026-07-13\|51.76\|-7.65\|56.00\|56.95\|51.57\|555953;2026-07-14\|53.60\|3.55\|52.70\|55.35\|49.70\|518316;2026-07-15\|48.72\|-9.10\|53.00\|53.00\|48.25\|584255;2026-07-16\|46.63\|-4.29\|47.26\|48.84\|44.86\|332067;2026-07-17\|41.97\|-9.99\|46.13\|46.60\|41.97\|332599
109930	我国首个大规模“算电协同”绿电直供项目正式投运	涨停揭秘：拟101亿元收购恒力石化旗下康辉新材，切入高端新材料赛道，叠加大连市国资委控股及国企改革政策催化；涨停缘由：康辉新材为国内BOPET、PBS/PBAT龙头；重组完成后将形成新材料平台；地方国企改革提速预期；恒力系资本运作活跃增强市场信心；资金逻辑：4月16日首板启动，成交额显著放大，资金押注重组进程加速及资产注入预期，属典型主题博弈型交易；风险提示：重组尚需证监会核准，存在不确定性；康辉新材业绩承诺完成情况需跟踪；热电主业持续承压	实控人大连市国资委，公司主营热电联营；此前拟101亿元购买康辉新材股权并定增募集配套资金，后者大股东为恒力石化	2026-03-10\|6.80\|0.59\|6.82\|6.86\|6.72\|99477;2026-03-11\|6.78\|-0.29\|6.80\|6.82\|6.72\|83885;2026-03-12\|6.95\|2.51\|6.78\|6.95\|6.69\|163807;2026-03-13\|6.76\|-2.73\|6.98\|6.99\|6.71\|165418;2026-03-16\|7.07\|4.59\|6.73\|7.24\|6.73\|375009;2026-03-17\|6.77\|-4.24\|7.00\|7.10\|6.73\|223594;2026-03-18\|6.81\|0.59\|6.88\|6.99\|6.77\|126596;2026-03-19\|6.69\|-1.76\|6.74\|6.95\|6.66\|116326;2026-03-20\|6.66\|-0.45\|6.72\|6.83\|6.47\|190637;2026-03-23\|6.44\|-3.30\|6.48\|6.77\|6.38\|200474;2026-03-24\|6.92\|7.45\|6.54\|6.97\|6.52\|246434;2026-03-25\|7.11\|2.75\|6.93\|7.17\|6.80\|267812;2026-03-26\|7.50\|5.49\|7.04\|7.77\|7.00\|673122;2026-03-27\|7.26\|-3.20\|7.42\|7.73\|7.20\|500259;2026-03-30\|7.12\|-1.93\|7.15\|7.28\|6.74\|421034;2026-03-31\|6.96\|-2.25\|7.05\|7.39\|6.90\|287092;2026-04-01\|6.84\|-1.72\|7.01\|7.05\|6.70\|248374;2026-04-02\|6.67\|-2.49\|6.85\|7.04\|6.63\|208101;2026-04-03\|6.28\|-5.85\|6.64\|6.71\|6.28\|173100;2026-04-07\|6.51\|3.66\|6.28\|6.55\|6.18\|144814;2026-04-08\|6.66\|2.30\|6.65\|6.70\|6.53\|105677;2026-04-09\|6.66\|0.00\|6.66\|6.66\|6.52\|102746;2026-04-10\|6.89\|3.45\|6.68\|6.95\|6.60\|182404;2026-04-13\|6.96\|1.02\|6.89\|7.17\|6.76\|158855;2026-04-14\|6.75\|-3.02\|6.97\|7.00\|6.70\|130566;2026-04-15\|6.66\|-1.33\|6.80\|6.80\|6.65\|83502;2026-04-16\|7.33\|10.06\|6.66\|7.33\|6.57\|317298;2026-04-17\|7.38\|0.68\|7.47\|7.57\|7.27\|399923;2026-04-20\|7.45\|0.95\|7.39\|7.59\|7.30\|283317;2026-04-21\|7.29\|-2.15\|7.46\|7.47\|7.27\|209945;2026-04-22\|7.47\|2.47\|7.33\|7.49\|7.25\|216667;2026-04-23\|7.36\|-1.47\|7.37\|7.76\|7.35\|180806;2026-04-24\|7.38\|0.27\|7.36\|7.69\|7.24\|229279;2026-04-27\|7.47\|1.22\|7.29\|7.50\|7.17\|189059;2026-04-28\|7.61\|1.87\|7.45\|7.67\|7.36\|329670;2026-04-29\|7.70\|1.18\|7.54\|7.90\|7.40\|377030;2026-04-30\|7.75\|0.65\|7.66\|7.84\|7.56\|274643;2026-05-06\|8.53\|10.06\|7.75\|8.53\|7.75\|420069;2026-05-07\|9.38\|9.96\|8.85\|9.38\|8.73\|513567;2026-05-08\|9.09\|-3.09\|9.59\|10.30\|9.05\|1094392;2026-05-11\|9.65\|6.16\|9.06\|9.89\|8.82\|982456;2026-05-12\|10.62\|10.05\|9.37\|10.62\|9.15\|1046850;2026-05-13\|10.83\|1.98\|11.00\|11.68\|10.50\|1424131;2026-05-14\|9.75\|-9.97\|10.33\|10.64\|9.75\|900656;2026-05-15\|9.19\|-5.74\|9.15\|9.60\|8.80\|833350;2026-05-18\|8.93\|-2.83\|9.10\|9.24\|8.80\|495457;2026-05-19\|8.95\|0.22\|8.95\|9.01\|8.63\|455809;2026-05-20\|8.34\|-6.82\|8.90\|8.90\|8.27\|489574;2026-05-21\|8.06\|-3.36\|8.18\|8.46\|8.04\|399993;2026-05-22\|8.87\|10.05\|8.06\|8.87\|8.04\|426280;2026-05-25\|9.20\|3.72\|9.15\|9.50\|8.84\|797492;2026-05-26\|9.83\|6.85\|9.08\|10.11\|8.89\|853430;2026-05-27\|10.15\|3.26\|9.46\|10.37\|9.18\|884203;2026-05-28\|9.59\|-5.52\|9.78\|10.17\|9.45\|673323;2026-05-29\|9.64\|0.52\|9.30\|10.02\|9.28\|613641;2026-06-01\|9.72\|0.83\|9.48\|9.76\|8.92\|515786;2026-06-02\|9.29\|-4.42\|9.53\|9.53\|9.00\|423919;2026-06-03\|9.19\|-1.08\|9.29\|9.44\|8.99\|421866;2026-06-04\|8.97\|-2.39\|9.23\|9.28\|8.87\|347939;2026-06-05\|8.53\|-4.91\|9.00\|9.08\|8.43\|333525;2026-06-08\|8.23\|-3.52\|8.30\|8.68\|8.12\|264617;2026-06-09\|9.05\|9.96\|8.41\|9.05\|8.18\|250180;2026-06-10\|9.23\|1.99\|9.10\|9.66\|8.95\|568079;2026-06-11\|8.74\|-5.31\|9.05\|9.12\|8.63\|389170;2026-06-12\|8.62\|-1.37\|8.86\|9.00\|8.62\|260172;2026-06-15\|8.74\|1.39\|8.57\|8.98\|8.45\|273760;2026-06-16\|8.71\|-0.34\|8.74\|8.80\|8.42\|225179;2026-06-17\|8.74\|0.34\|8.72\|8.88\|8.45\|234392;2026-06-18\|8.92\|2.06\|8.74\|9.15\|8.54\|324048;2026-06-22\|8.99\|0.78\|8.90\|9.45\|8.67\|393676;2026-06-23\|9.89\|10.01\|8.99\|9.89\|8.91\|691671;2026-06-24\|9.41\|-4.85\|9.92\|9.92\|9.10\|633259;2026-06-25\|8.47\|-9.99\|9.29\|9.30\|8.47\|497169;2026-06-26\|8.52\|0.59\|8.22\|9.09\|8.22\|353759;2026-06-29\|7.88\|-7.51\|8.26\|8.41\|7.67\|358584;2026-06-30\|7.71\|-2.16\|7.72\|7.76\|7.40\|259851;2026-07-01\|8.06\|4.54\|7.82\|8.38\|7.76\|303223;2026-07-02\|7.75\|-3.85\|8.02\|8.20\|7.74\|213047;2026-07-03\|7.74\|-0.13\|7.73\|7.86\|7.51\|160519;2026-07-06\|7.76\|0.26\|7.74\|7.80\|7.51\|146301;2026-07-07\|7.47\|-3.74\|7.78\|7.95\|7.46\|165819;2026-07-08\|7.34\|-1.74\|7.49\|7.49\|7.26\|118995;2026-07-09\|7.54\|2.72\|7.33\|7.60\|7.26\|138601;2026-07-10\|7.79\|3.32\|7.53\|8.05\|7.41\|217472;2026-07-13\|7.29\|-6.42\|7.66\|7.69\|7.27\|165368;2026-07-14\|7.19\|-1.37\|7.21\|7.30\|7.03\|138336;2026-07-15\|7.14\|-0.70\|7.19\|7.39\|7.08\|125243;2026-07-16\|6.99\|-2.10\|7.13\|7.18\|6.94\|100324;2026-07-17\|6.91\|-1.14\|6.96\|7.19\|6.84\|189833
109929	我国首个大规模“算电协同”绿电直供项目正式投运	储能+风电设备+氢能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年3月26日年报，公司500kW-20MW级IGBT制氢电源已在国内多地稳定运行，并推出效率更高的SiC制氢电源及hopeEMS绿电柔性制氢能量管理系统，成为国内首家长期运行的大功率MW级制氢电源厂商。 2、据2026年3月26日年报，公司提供覆盖发电侧、电网侧、用户侧及微电网的储能系统整体解决方案，构网型储能变流器已取得多项国际国内认证并实现批量发货。 3、据2026年3月26日年报，公司风电变流器已配套全球最大26MW海上风电机组并网，海上风电市场占有率持续提升。	为稳定电网系统电压，公司提供系列化静态无功发生器及新能源场站功率管理系统	2026-03-10\|32.18\|1.20\|32.00\|32.28\|31.57\|317547;2026-03-11\|33.44\|3.92\|32.19\|34.21\|32.02\|504027;2026-03-12\|33.20\|-0.72\|33.17\|33.57\|32.31\|360921;2026-03-13\|32.20\|-3.01\|33.00\|33.15\|32.00\|258938;2026-03-16\|32.39\|0.59\|32.90\|33.00\|32.00\|205009;2026-03-17\|31.38\|-3.12\|32.39\|32.75\|31.30\|196764;2026-03-18\|31.99\|1.94\|31.70\|32.31\|31.00\|175690;2026-03-19\|31.69\|-0.94\|31.32\|32.32\|31.24\|182375;2026-03-20\|32.89\|3.79\|31.87\|33.81\|31.57\|405693;2026-03-23\|31.94\|-2.89\|32.29\|33.68\|31.50\|360279;2026-03-24\|32.63\|2.16\|32.38\|32.85\|31.00\|276827;2026-03-25\|33.82\|3.65\|32.58\|34.13\|32.28\|450108;2026-03-26\|33.10\|-2.13\|33.98\|33.98\|32.86\|297215;2026-03-27\|34.44\|4.05\|32.69\|34.77\|32.38\|421733;2026-03-30\|33.07\|-3.98\|33.88\|34.28\|32.80\|309484;2026-03-31\|30.86\|-6.68\|32.51\|32.66\|30.61\|311735;2026-04-01\|31.90\|3.37\|31.22\|32.68\|30.41\|300597;2026-04-02\|30.55\|-4.23\|31.41\|31.84\|30.35\|195200;2026-04-03\|29.60\|-3.11\|30.70\|30.83\|29.45\|177502;2026-04-07\|29.62\|0.07\|29.70\|30.09\|29.38\|98821;2026-04-08\|31.62\|6.75\|30.16\|31.77\|30.16\|249828;2026-04-09\|32.76\|3.61\|31.33\|33.80\|31.23\|435326;2026-04-10\|32.79\|0.09\|32.98\|33.76\|32.76\|341541;2026-04-13\|32.17\|-1.89\|30.48\|32.76\|30.48\|475020;2026-04-14\|34.57\|7.46\|32.55\|35.28\|32.40\|552674;2026-04-15\|38.03\|10.01\|35.61\|38.03\|35.61\|664808;2026-04-16\|36.94\|-2.87\|37.96\|38.10\|36.86\|682302;2026-04-17\|40.63\|9.99\|37.00\|40.63\|36.12\|669696;2026-04-20\|40.93\|0.74\|41.45\|42.53\|40.88\|719317;2026-04-21\|41.25\|0.78\|41.33\|41.88\|40.20\|409597;2026-04-22\|41.77\|1.26\|41.20\|41.98\|40.00\|368874;2026-04-23\|41.79\|0.05\|41.78\|42.97\|41.50\|363085;2026-04-24\|40.70\|-2.61\|42.42\|42.55\|40.23\|388271;2026-04-27\|42.35\|4.05\|40.35\|43.30\|39.50\|389753;2026-04-28\|42.07\|-0.66\|42.10\|44.93\|41.33\|385927;2026-04-29\|42.13\|0.14\|41.98\|43.06\|41.23\|295632;2026-04-30\|43.88\|4.15\|42.42\|45.05\|42.27\|386529;2026-05-06\|48.27\|10.00\|44.10\|48.27\|43.92\|399671;2026-05-07\|50.75\|5.14\|49.57\|50.99\|48.81\|444554;2026-05-08\|51.50\|1.48\|50.58\|52.42\|49.50\|350932;2026-05-11\|56.65\|10.00\|51.80\|56.65\|51.80\|492669;2026-05-12\|56.24\|-0.72\|56.10\|57.99\|55.15\|496352;2026-05-13\|61.86\|9.99\|58.02\|61.86\|56.90\|224075;2026-05-14\|61.55\|-0.29\|63.40\|66.36\|61.50\|539930;2026-05-15\|58.76\|-4.53\|61.98\|62.44\|56.80\|476158;2026-05-18\|57.90\|-1.46\|58.00\|59.28\|56.68\|376400;2026-05-19\|58.79\|1.54\|58.00\|59.55\|56.08\|333910;2026-05-20\|60.93\|3.64\|59.01\|61.29\|58.18\|362779;2026-05-21\|56.85\|-6.70\|61.50\|62.38\|56.70\|376151;2026-05-22\|58.13\|2.25\|57.32\|58.18\|55.55\|338476;2026-05-25\|59.90\|3.04\|58.00\|60.21\|56.22\|304862;2026-05-26\|60.91\|1.69\|59.36\|61.35\|56.10\|345110;2026-05-27\|62.85\|3.19\|62.00\|67.00\|61.00\|443909;2026-05-28\|60.29\|-4.07\|63.90\|63.90\|58.40\|447646;2026-05-29\|55.66\|-7.68\|60.29\|60.75\|54.47\|401730;2026-06-01\|53.00\|-4.78\|56.00\|56.02\|51.64\|360181;2026-06-02\|53.41\|0.77\|53.00\|54.37\|50.59\|267077;2026-06-03\|54.10\|1.29\|53.40\|55.75\|52.96\|291274;2026-06-04\|56.00\|3.51\|53.56\|58.00\|52.90\|327567;2026-06-05\|54.43\|-2.80\|55.00\|55.95\|53.20\|241937;2026-06-08\|53.37\|-1.95\|51.75\|56.00\|51.00\|252646;2026-06-09\|54.20\|1.56\|54.36\|54.65\|52.19\|222342;2026-06-10\|51.09\|-5.74\|53.64\|53.88\|50.68\|240124;2026-06-11\|49.92\|-2.29\|51.56\|51.86\|49.50\|208006;2026-06-12\|46.88\|-6.09\|51.13\|51.88\|45.76\|407632;2026-06-15\|49.34\|5.25\|47.00\|49.60\|46.56\|278023;2026-06-16\|51.54\|4.46\|49.34\|52.09\|49.01\|258049;2026-06-17\|52.48\|1.82\|50.80\|52.81\|50.53\|213179;2026-06-18\|52.59\|0.21\|51.95\|53.50\|51.95\|182743;2026-06-22\|50.20\|-4.54\|52.59\|53.50\|49.10\|281951;2026-06-23\|48.71\|-2.97\|51.20\|51.48\|48.20\|200852;2026-06-24\|50.15\|2.96\|48.81\|50.95\|47.57\|222077;2026-06-25\|55.17\|10.01\|50.61\|55.17\|49.35\|332722;2026-06-26\|52.03\|-5.69\|55.99\|56.27\|50.97\|454094;2026-06-29\|51.13\|-1.73\|51.52\|52.95\|48.35\|324680;2026-06-30\|52.89\|3.44\|52.61\|56.08\|52.53\|425087;2026-07-01\|48.43\|-8.43\|53.00\|53.35\|47.70\|472886;2026-07-02\|44.08\|-8.98\|47.11\|47.75\|43.72\|355807;2026-07-03\|43.52\|-1.27\|44.15\|44.90\|43.13\|215496;2026-07-06\|44.16\|1.47\|43.60\|46.46\|43.60\|224322;2026-07-07\|43.24\|-2.08\|44.80\|44.86\|42.80\|154377;2026-07-08\|41.02\|-5.13\|43.32\|43.97\|40.71\|158146;2026-07-09\|44.16\|7.65\|41.80\|44.49\|40.66\|222938;2026-07-10\|42.45\|-3.87\|44.99\|45.98\|42.42\|181452;2026-07-13\|39.82\|-6.20\|42.25\|43.25\|39.60\|192265;2026-07-14\|40.64\|2.06\|39.88\|40.67\|37.83\|191432;2026-07-15\|36.61\|-9.92\|40.84\|40.85\|36.60\|291290;2026-07-16\|35.25\|-3.71\|37.26\|37.56\|34.90\|215721;2026-07-17\|32.25\|-8.51\|35.48\|35.48\|31.73\|253490
109928	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
109927	我国首个大规模“算电协同”绿电直供项目正式投运	涨停揭秘：‘算电协同’首次写入政府工作报告，确立新型电力系统建设新方向；涨停缘由：公司为2025年12月上市的智能电网新锐，专注算电融合场景下的数字化解决方案；资金逻辑：政策强催化下，次新股因流通盘小、题材纯正成为资金首选；风险提示：上市时间短致基本面能见度低、订单规模尚小、行业头部企业挤压明显	公司主要从事大型高端装备专用部件的研发、制造与销售，产品结构以风电齿轮箱专用部件为主、注塑机厚大专用部件为辅，是全球行业领先、质量可靠、技术卓越的大型高端装备专用部件制造商	2026-03-10\|23.56\|0.26\|23.50\|23.68\|23.42\|43865;2026-03-11\|24.28\|3.06\|23.57\|24.43\|23.48\|119159;2026-03-12\|25.64\|5.60\|24.72\|25.96\|24.53\|241909;2026-03-13\|28.20\|9.98\|25.65\|28.20\|25.37\|321572;2026-03-16\|31.02\|10.00\|28.88\|31.02\|27.70\|401065;2026-03-17\|34.12\|9.99\|30.80\|34.12\|30.49\|304292;2026-03-18\|32.39\|-5.07\|35.14\|36.50\|31.55\|455912;2026-03-19\|29.75\|-8.15\|31.75\|32.30\|29.47\|358334;2026-03-20\|28.80\|-3.19\|29.94\|31.15\|27.80\|329269;2026-03-23\|27.37\|-4.97\|26.99\|28.78\|26.96\|212787;2026-03-24\|28.20\|3.03\|27.68\|28.20\|26.10\|250662;2026-03-25\|28.20\|0.00\|27.67\|28.81\|27.60\|232670;2026-03-26\|26.40\|-6.38\|27.80\|27.90\|26.28\|165630;2026-03-27\|29.04\|10.00\|26.00\|29.04\|25.71\|155653;2026-03-30\|28.56\|-1.65\|29.42\|29.66\|28.23\|208421;2026-03-31\|27.34\|-4.27\|28.71\|28.96\|27.31\|129633;2026-04-01\|30.07\|9.99\|27.70\|30.07\|27.70\|176121;2026-04-02\|29.41\|-2.19\|30.68\|30.86\|29.20\|224502;2026-04-03\|29.66\|0.85\|29.90\|30.55\|28.91\|208677;2026-04-07\|30.29\|2.12\|29.10\|30.52\|28.68\|206257;2026-04-08\|31.00\|2.34\|30.29\|31.50\|29.89\|235652;2026-04-09\|30.00\|-3.23\|30.02\|30.11\|29.05\|155449;2026-04-10\|29.98\|-0.07\|30.12\|30.12\|29.50\|121380;2026-04-13\|28.22\|-5.87\|29.75\|29.92\|28.00\|142986;2026-04-14\|26.96\|-4.46\|28.02\|28.57\|26.53\|175040;2026-04-15\|27.27\|1.15\|26.97\|27.36\|26.55\|110421;2026-04-16\|27.11\|-0.59\|27.20\|27.22\|26.02\|108084;2026-04-17\|26.72\|-1.44\|26.80\|27.22\|26.59\|70896;2026-04-20\|26.90\|0.67\|26.54\|26.95\|26.40\|72328;2026-04-21\|26.49\|-1.52\|26.79\|26.79\|26.00\|78759;2026-04-22\|26.61\|0.45\|26.35\|26.89\|26.02\|80467;2026-04-23\|25.08\|-5.75\|26.10\|26.22\|24.58\|115522;2026-04-24\|25.01\|-0.28\|24.91\|25.66\|24.91\|57694;2026-04-27\|25.64\|2.52\|25.04\|25.72\|24.78\|64421;2026-04-28\|24.82\|-3.20\|25.65\|25.66\|24.50\|66847;2026-04-29\|26.01\|4.79\|24.81\|26.36\|24.81\|97750;2026-04-30\|25.61\|-1.54\|25.98\|25.98\|25.51\|54100;2026-05-06\|28.17\|10.00\|26.12\|28.17\|26.12\|128286;2026-05-07\|29.74\|5.57\|29.10\|30.42\|28.50\|260195;2026-05-08\|30.06\|1.08\|29.50\|30.59\|29.17\|168249;2026-05-11\|30.21\|0.50\|30.00\|30.65\|29.57\|135959;2026-05-12\|28.87\|-4.44\|30.19\|30.19\|28.70\|119300;2026-05-13\|29.85\|3.39\|29.12\|30.10\|28.59\|109747;2026-05-14\|28.73\|-3.75\|29.84\|29.84\|28.72\|73648;2026-05-15\|31.60\|9.99\|28.73\|31.60\|28.60\|145028;2026-05-18\|31.15\|-1.42\|31.53\|32.87\|31.00\|210448;2026-05-19\|31.15\|0.00\|31.46\|31.58\|30.66\|116626;2026-05-20\|32.41\|4.04\|31.20\|32.87\|31.13\|175579;2026-05-21\|29.28\|-9.66\|31.95\|31.97\|29.17\|191172;2026-05-22\|29.59\|1.06\|29.10\|29.94\|28.71\|93275;2026-05-25\|29.27\|-1.08\|29.06\|29.91\|28.87\|82039;2026-05-26\|27.07\|-7.52\|28.95\|28.98\|26.46\|105130;2026-05-27\|27.23\|0.59\|27.50\|28.30\|27.07\|68758;2026-05-28\|27.64\|1.51\|27.58\|28.17\|27.31\|72384;2026-05-29\|26.21\|-5.17\|27.08\|27.80\|26.14\|74705;2026-06-01\|25.98\|-0.88\|26.73\|26.79\|25.56\|45962;2026-06-02\|25.45\|-2.04\|25.97\|26.07\|25.00\|52329;2026-06-03\|25.88\|1.69\|25.70\|26.48\|25.54\|54240;2026-06-04\|26.23\|1.35\|25.72\|26.23\|25.05\|59011;2026-06-05\|25.71\|-1.98\|26.33\|26.49\|25.24\|49786;2026-06-08\|24.92\|-3.07\|25.10\|26.15\|24.57\|55235;2026-06-09\|24.17\|-3.01\|25.11\|25.11\|23.91\|59877;2026-06-10\|23.27\|-3.72\|24.17\|24.18\|22.89\|64168;2026-06-11\|23.07\|-0.86\|23.20\|23.39\|22.64\|46249;2026-06-12\|23.78\|3.08\|23.53\|23.78\|23.02\|52284;2026-06-15\|24.46\|2.86\|23.78\|24.56\|23.61\|46759;2026-06-16\|24.25\|-0.86\|24.59\|24.59\|24.00\|39255;2026-06-17\|23.58\|-2.76\|24.14\|24.35\|23.42\|45318;2026-06-18\|23.30\|-1.19\|23.58\|23.61\|23.17\|38582;2026-06-22\|22.83\|-2.02\|23.10\|23.25\|22.14\|56978;2026-06-23\|22.81\|-0.09\|22.50\|23.42\|22.25\|48217;2026-06-24\|22.40\|-1.80\|23.11\|23.32\|22.13\|47548;2026-06-25\|21.66\|-3.30\|22.40\|22.49\|21.60\|58031;2026-06-26\|21.18\|-2.22\|21.60\|21.99\|21.18\|42963;2026-06-29\|20.82\|-1.70\|21.00\|21.20\|20.44\|44349;2026-06-30\|21.09\|1.30\|20.71\|21.28\|20.65\|42944;2026-07-01\|21.14\|0.24\|21.00\|21.36\|20.62\|46649;2026-07-02\|20.79\|-1.66\|20.95\|21.72\|20.74\|51197;2026-07-03\|21.54\|3.61\|20.77\|21.84\|20.77\|54710;2026-07-06\|21.07\|-2.18\|21.50\|22.30\|21.01\|52149;2026-07-07\|19.85\|-5.79\|21.20\|21.29\|19.83\|52068;2026-07-08\|19.24\|-3.07\|20.20\|20.20\|19.23\|33633;2026-07-09\|19.19\|-0.26\|19.16\|19.30\|18.60\|35029;2026-07-10\|19.54\|2.68\|19.59\|19.93\|19.02\|39718;2026-07-13\|18.52\|-5.22\|19.54\|19.54\|18.46\|42113;2026-07-14\|18.46\|-0.32\|18.73\|18.73\|18.00\|31628;2026-07-15\|18.58\|0.65\|18.44\|18.89\|18.33\|29702;2026-07-16\|18.29\|-1.56\|18.57\|18.78\|18.21\|33503;2026-07-17\|17.50\|-4.32\|18.39\|18.50\|17.37\|42833
109926	全球存储龙头集体创新高	存储芯片+AI算力+业绩扭亏行业原因： 5月17日，长鑫科技更新科创板IPO招股说明书，恢复上市审核进程。长鑫科技预计，2026年上半年，公司营业收入将达到1100亿至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比大幅增长2244.03%至2544.19%。公司原因： 1、据2026年4月29日年报及2025年12月29日招股说明书，公司是全球首批量产企业级PCIe 5.0 SSD和大容量QLC SSD的存储厂商，具备“主控芯片+固件算法+模组”全栈自研能力，2025年已通过Nvidia、xAI测试导入。 2、据2026年4月29日一季报，公司一季度营收13.10亿元，同比增长340.95%，归母净利润3.70亿元，同比扭亏为盈。 3、据2026年5月12日互动易，公司聚焦数据中心企业级PCIe SSD及网络互联产品，直接服务云计算、AI、互联网等场景，AI快速发展带动企业级SSD需求增长。	业内领先、国内极少数具备企业级SSD“主控芯片+固件算法+模组”全栈自研能力并实现批量出货的半导体存储产品提供商，一季报净利润3.699亿，同比增长398.88%	2026-04-16\|244.55\|430.71\|207.23\|255.00\|199.99\|219933;2026-04-17\|231.50\|-5.34\|262.00\|266.00\|229.80\|177908;2026-04-20\|237.99\|2.80\|224.67\|242.34\|222.22\|110245;2026-04-21\|214.55\|-9.85\|233.40\|233.50\|211.11\|99998;2026-04-22\|224.90\|4.82\|213.00\|228.99\|212.66\|82074;2026-04-23\|221.99\|-1.29\|232.00\|248.40\|221.00\|89222;2026-04-24\|234.50\|5.64\|220.03\|252.00\|220.00\|109510;2026-04-27\|239.71\|2.22\|245.06\|248.88\|234.91\|86773;2026-04-28\|252.81\|5.46\|238.01\|258.20\|234.50\|89843;2026-04-29\|296.00\|17.08\|275.00\|302.88\|262.00\|102850;2026-04-30\|318.00\|7.43\|285.00\|338.50\|282.00\|92276;2026-05-06\|379.00\|19.18\|351.11\|381.60\|351.11\|89544;2026-05-07\|432.28\|14.06\|380.60\|439.56\|371.00\|100629;2026-05-08\|504.81\|16.78\|416.93\|508.50\|416.93\|99992;2026-05-11\|501.17\|-0.72\|533.10\|583.10\|482.00\|91443;2026-05-12\|525.99\|4.95\|486.88\|526.08\|467.89\|63925;2026-05-13\|631.00\|19.96\|510.00\|631.00\|505.77\|70008;2026-05-14\|631.00\|0.00\|625.00\|692.28\|606.00\|75387;2026-05-15\|680.00\|7.77\|628.00\|680.00\|606.02\|65368;2026-05-18\|816.00\|20.00\|695.00\|816.00\|694.00\|59992;2026-05-22\|888.99\|8.94\|790.00\|899.99\|701.11\|84663;2026-05-25\|827.00\|-6.97\|850.00\|918.88\|821.18\|65904;2026-05-26\|713.00\|-13.78\|790.00\|816.66\|710.00\|77847;2026-05-27\|733.17\|2.83\|750.00\|784.90\|725.00\|64944;2026-05-28\|721.10\|-1.65\|703.50\|740.00\|682.00\|51260;2026-05-29\|758.00\|5.12\|728.66\|788.00\|710.50\|64374;2026-06-01\|723.00\|-4.62\|771.00\|819.00\|721.36\|61599;2026-06-02\|757.00\|4.70\|708.40\|759.01\|695.98\|54777;2026-06-03\|766.80\|1.29\|746.00\|798.80\|743.05\|57653;2026-06-04\|857.90\|11.88\|770.00\|865.99\|755.10\|69436;2026-06-05\|807.00\|-5.93\|815.00\|856.74\|790.00\|55035;2026-06-08\|780.01\|-3.34\|745.00\|809.00\|730.00\|48029;2026-06-09\|766.00\|-1.80\|811.00\|817.94\|744.01\|58658;2026-06-10\|646.00\|-15.67\|722.00\|735.00\|646.00\|78215;2026-06-11\|658.00\|1.86\|649.88\|665.88\|612.10\|62807;2026-06-12\|593.96\|-9.73\|690.00\|694.42\|593.00\|73042;2026-06-15\|612.00\|3.04\|604.65\|618.88\|572.41\|57497;2026-06-16\|673.60\|10.07\|624.00\|693.96\|604.10\|80081;2026-06-17\|693.01\|2.88\|656.14\|707.18\|652.00\|69408;2026-06-18\|672.23\|-3.00\|680.54\|696.00\|670.00\|61630;2026-06-22\|763.46\|13.57\|676.01\|763.79\|667.11\|81029;2026-06-23\|705.00\|-7.66\|745.00\|750.00\|701.00\|59855;2026-06-24\|717.19\|1.73\|681.11\|730.10\|681.11\|46932;2026-06-25\|730.16\|1.81\|753.00\|786.00\|726.00\|62115;2026-06-26\|657.99\|-9.88\|694.97\|706.88\|650.00\|57407;2026-06-29\|666.00\|1.22\|644.00\|676.28\|628.88\|38472;2026-06-30\|658.70\|-1.10\|650.00\|665.40\|615.00\|39088;2026-07-01\|624.53\|-5.19\|652.00\|685.30\|621.11\|43678;2026-07-02\|602.80\|-3.48\|593.22\|639.89\|593.00\|34259;2026-07-03\|593.02\|-1.62\|598.00\|617.73\|584.00\|31924;2026-07-06\|599.53\|1.10\|609.88\|616.64\|570.00\|32725;2026-07-07\|568.68\|-5.15\|575.00\|578.90\|552.00\|33909;2026-07-08\|553.71\|-2.63\|570.78\|577.76\|540.83\|27776;2026-07-09\|611.00\|10.35\|569.58\|620.00\|568.02\|47501;2026-07-10\|562.30\|-7.97\|600.11\|627.00\|562.01\|42721;2026-07-13\|533.73\|-5.08\|550.01\|568.80\|528.18\|28955;2026-07-14\|543.98\|1.92\|533.70\|549.66\|516.88\|27489;2026-07-15\|515.00\|-5.33\|547.00\|553.69\|508.00\|25900;2026-07-16\|537.88\|4.44\|521.39\|578.00\|521.39\|50111;2026-07-17\|482.28\|-10.34\|520.00\|555.00\|480.02\|49385
109925	全球存储龙头集体创新高	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-03-10\|294.81\|5.29\|288.00\|299.59\|281.00\|176652;2026-03-11\|298.64\|1.30\|294.01\|309.66\|293.00\|217879;2026-03-12\|293.50\|-1.72\|299.92\|305.92\|289.26\|126989;2026-03-13\|320.05\|9.05\|296.22\|322.85\|295.02\|220302;2026-03-16\|352.06\|10.00\|318.00\|352.06\|309.51\|266265;2026-03-17\|354.00\|0.55\|345.00\|359.96\|342.00\|194094;2026-03-18\|374.00\|5.65\|359.00\|374.00\|355.00\|192483;2026-03-19\|345.00\|-7.75\|357.00\|362.00\|342.10\|195161;2026-03-20\|331.52\|-3.91\|349.50\|351.00\|330.33\|158800;2026-03-23\|321.00\|-3.17\|320.00\|331.80\|315.00\|144681;2026-03-24\|349.63\|8.92\|317.79\|351.80\|306.10\|222428;2026-03-25\|375.17\|7.30\|354.94\|378.00\|350.43\|202217;2026-03-26\|378.86\|0.98\|361.02\|383.00\|361.02\|164537;2026-03-27\|381.89\|0.80\|360.09\|382.90\|357.00\|138054;2026-03-30\|400.30\|4.82\|375.88\|401.59\|375.88\|163010;2026-03-31\|380.10\|-5.05\|380.30\|393.17\|363.74\|210721;2026-04-01\|371.98\|-2.03\|417.67\|417.67\|364.46\|303740;2026-04-02\|360.15\|-3.18\|378.88\|379.60\|358.20\|189726;2026-04-03\|352.02\|-2.26\|364.80\|366.66\|352.02\|114756;2026-04-07\|378.18\|7.43\|355.80\|382.88\|352.00\|154318;2026-04-08\|393.30\|4.00\|390.04\|395.50\|375.01\|195237;2026-04-09\|406.58\|3.38\|383.19\|417.84\|380.38\|178215;2026-04-10\|447.24\|10.00\|428.00\|447.24\|423.00\|232257;2026-04-13\|481.49\|7.66\|450.15\|488.50\|450.15\|216110;2026-04-14\|500.63\|3.98\|485.19\|510.90\|481.00\|203781;2026-04-15\|501.20\|0.11\|501.20\|520.00\|496.00\|167001;2026-04-16\|516.80\|3.11\|490.00\|529.98\|486.00\|167202;2026-04-17\|513.69\|-0.60\|510.00\|519.24\|490.00\|154793;2026-04-20\|515.00\|0.26\|518.88\|538.00\|512.00\|137146;2026-04-21\|514.60\|-0.08\|515.00\|521.60\|498.90\|113103;2026-04-22\|525.00\|2.02\|514.71\|530.00\|509.96\|141662;2026-04-23\|494.69\|-5.77\|539.00\|544.93\|487.00\|212498;2026-04-24\|489.88\|-0.97\|491.00\|500.82\|482.60\|132576;2026-04-27\|488.15\|-0.35\|492.21\|495.00\|484.00\|114372;2026-04-28\|496.39\|1.69\|496.93\|510.00\|486.22\|132252;2026-04-29\|522.93\|5.35\|491.22\|525.00\|485.50\|175813;2026-04-30\|524.81\|0.36\|517.71\|535.00\|509.01\|193544;2026-05-06\|577.29\|10.00\|570.00\|577.29\|560.38\|78830;2026-05-07\|616.51\|6.79\|603.00\|633.00\|597.00\|252913;2026-05-08\|597.71\|-3.05\|599.23\|609.98\|592.90\|150563;2026-05-11\|639.21\|6.94\|631.11\|644.96\|616.13\|180515;2026-05-12\|618.00\|-3.32\|630.56\|633.50\|610.00\|150166;2026-05-13\|679.80\|10.00\|595.24\|679.80\|595.24\|168739;2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076
109924	全球存储龙头集体创新高	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.88%股权	2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083
109923	全球存储龙头集体创新高	存储芯片+英伟达代理+央企行业原因： 1、近日，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。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日一季报，公司一季度营收298.62亿元，同比增长144.36%，主因全球存储行业爆发式增长、存储芯片价格持续上涨，带动客户需求提升。 2、据2025年11月20日互动易，公司授权代理DRAM、Nand Flash等存储芯片，2025年上半年存储器收入102.36亿元，占营收30.53%，AI服务器需求旺盛。 3、据2025年12月24日投资者关系活动记录表，公司为英伟达国内授权分销商，代理数据中心GPU、Jetson及汽车芯片。	公司是英伟达、AMD的授权分销商之一，代理DRAM、Nand Flash等存储芯片	2026-03-10\|23.13\|2.48\|22.98\|23.31\|22.86\|130873;2026-03-11\|23.10\|-0.13\|23.23\|23.49\|22.88\|141131;2026-03-12\|22.62\|-2.08\|23.04\|23.23\|22.48\|127375;2026-03-13\|22.23\|-1.72\|22.39\|22.70\|22.18\|107872;2026-03-16\|23.23\|4.50\|22.20\|23.34\|21.92\|229638;2026-03-17\|22.40\|-3.57\|23.24\|23.28\|22.40\|149858;2026-03-18\|24.64\|10.00\|22.82\|24.64\|22.69\|427131;2026-03-19\|24.55\|-0.37\|24.65\|24.94\|24.28\|648245;2026-03-20\|25.01\|1.87\|24.90\|26.50\|24.53\|837984;2026-03-23\|24.68\|-1.32\|24.51\|25.68\|24.22\|519676;2026-03-24\|25.17\|1.99\|24.86\|25.49\|24.40\|497360;2026-03-25\|26.54\|5.44\|24.91\|26.83\|24.81\|731035;2026-03-26\|25.39\|-4.33\|26.01\|26.12\|25.26\|359242;2026-03-27\|24.58\|-3.19\|24.56\|24.85\|23.90\|361910;2026-03-30\|24.73\|0.61\|23.74\|25.00\|23.45\|311428;2026-03-31\|24.23\|-2.02\|24.37\|24.83\|23.76\|231994;2026-04-01\|23.95\|-1.16\|24.73\|24.95\|23.64\|267898;2026-04-02\|23.03\|-3.84\|24.02\|24.19\|22.85\|245893;2026-04-03\|22.24\|-3.43\|23.01\|23.17\|22.22\|166018;2026-04-07\|22.96\|3.24\|22.32\|23.84\|22.25\|232812;2026-04-08\|25.26\|10.02\|23.83\|25.26\|23.63\|337915;2026-04-09\|25.58\|1.27\|25.26\|25.92\|25.05\|544178;2026-04-10\|26.42\|3.28\|25.60\|27.00\|25.60\|517393;2026-04-13\|26.95\|2.01\|25.99\|27.48\|25.99\|429387;2026-04-14\|26.79\|-0.59\|27.29\|27.50\|26.58\|286442;2026-04-15\|27.39\|2.24\|26.79\|27.97\|26.49\|415972;2026-04-16\|27.59\|0.73\|26.97\|27.80\|26.91\|253880;2026-04-17\|26.97\|-2.25\|27.47\|27.56\|26.87\|256581;2026-04-20\|27.73\|2.82\|26.98\|28.18\|26.80\|313466;2026-04-21\|27.47\|-0.94\|27.60\|27.82\|27.09\|201175;2026-04-22\|27.57\|0.36\|27.39\|27.70\|27.12\|214136;2026-04-23\|26.80\|-2.79\|28.00\|28.09\|26.60\|216253;2026-04-24\|27.63\|3.10\|27.30\|28.08\|26.83\|382869;2026-04-27\|27.63\|0.00\|27.85\|28.30\|27.20\|336604;2026-04-28\|25.80\|-6.62\|26.01\|26.34\|25.10\|461891;2026-04-29\|25.62\|-0.70\|25.60\|26.09\|25.33\|258713;2026-04-30\|26.46\|3.28\|25.70\|27.07\|25.45\|345993;2026-05-06\|29.11\|10.02\|26.95\|29.11\|26.86\|871006;2026-05-07\|29.08\|-0.10\|28.56\|29.08\|28.11\|648671;2026-05-08\|29.00\|-0.28\|28.62\|30.15\|28.48\|685314;2026-05-11\|30.78\|6.14\|29.77\|30.89\|29.58\|753613;2026-05-12\|28.94\|-5.98\|30.12\|30.15\|28.85\|542014;2026-05-13\|30.14\|4.15\|28.25\|30.51\|27.88\|657619;2026-05-14\|29.94\|-0.66\|29.82\|32.00\|28.91\|758031;2026-05-15\|28.55\|-4.64\|30.00\|30.26\|28.15\|587866;2026-05-18\|28.30\|-0.88\|28.56\|29.40\|28.15\|398910;2026-05-19\|28.36\|0.21\|28.00\|28.39\|27.37\|351027;2026-05-20\|28.87\|1.80\|28.03\|29.05\|27.68\|463056;2026-05-21\|26.79\|-7.20\|29.14\|29.29\|26.69\|511045;2026-05-22\|27.49\|2.61\|27.01\|27.71\|26.81\|274952;2026-05-25\|28.16\|2.44\|27.67\|28.25\|27.10\|338401;2026-05-26\|27.02\|-4.05\|27.88\|27.88\|26.12\|410335;2026-05-27\|26.40\|-2.29\|26.87\|27.38\|26.30\|309191;2026-05-28\|27.74\|5.08\|26.10\|27.99\|26.06\|373785;2026-05-29\|25.99\|-6.31\|27.70\|28.38\|25.61\|367258;2026-06-01\|25.30\|-2.65\|25.99\|26.83\|25.26\|282611;2026-06-02\|26.75\|5.73\|25.45\|27.83\|25.25\|615963;2026-06-03\|26.71\|-0.15\|26.52\|27.36\|26.08\|451534;2026-06-04\|27.69\|3.67\|26.30\|28.09\|26.21\|427661;2026-06-05\|27.68\|-0.04\|27.27\|28.76\|26.75\|521766;2026-06-08\|25.42\|-8.16\|26.10\|26.88\|25.15\|378226;2026-06-09\|26.64\|4.80\|25.88\|26.71\|25.08\|377782;2026-06-10\|26.05\|-2.21\|26.31\|27.05\|25.73\|262926;2026-06-11\|25.52\|-1.58\|25.75\|26.26\|25.20\|261408;2026-06-12\|24.95\|-2.23\|26.13\|26.90\|24.88\|346443;2026-06-15\|26.41\|5.85\|25.01\|26.41\|24.39\|331476;2026-06-16\|26.92\|1.93\|26.30\|27.24\|26.12\|300190;2026-06-17\|27.40\|1.78\|26.51\|27.44\|26.51\|297099;2026-06-18\|29.41\|7.34\|27.88\|30.14\|27.69\|895644;2026-06-22\|30.02\|2.07\|29.54\|30.47\|29.20\|643117;2026-06-23\|30.10\|0.27\|29.82\|30.92\|29.00\|506268;2026-06-24\|31.05\|3.16\|29.79\|31.29\|29.21\|485108;2026-06-25\|31.06\|0.03\|32.03\|32.05\|30.58\|466921;2026-06-26\|30.05\|-3.25\|30.80\|31.60\|29.96\|455351;2026-06-29\|29.09\|-3.19\|30.00\|30.68\|27.89\|482619;2026-06-30\|31.15\|7.08\|29.06\|32.00\|28.55\|529406;2026-07-01\|30.68\|-1.51\|31.40\|32.64\|30.12\|528051;2026-07-02\|28.61\|-6.75\|29.70\|31.00\|28.46\|478458;2026-07-03\|28.61\|0.00\|28.73\|30.30\|28.45\|413850;2026-07-06\|31.47\|10.00\|30.55\|31.47\|30.05\|307300;2026-07-07\|29.20\|-7.21\|31.00\|31.00\|28.86\|775638;2026-07-08\|29.01\|-0.65\|29.28\|29.90\|27.90\|529529;2026-07-09\|30.76\|6.03\|29.79\|30.87\|29.05\|671258;2026-07-10\|31.03\|0.88\|31.00\|32.57\|30.55\|763523;2026-07-13\|28.07\|-9.54\|30.66\|31.45\|27.93\|573913;2026-07-14\|28.63\|2.00\|28.14\|29.03\|26.31\|506285;2026-07-15\|26.65\|-6.92\|28.85\|29.42\|26.51\|449283;2026-07-16\|25.23\|-5.33\|26.16\|27.35\|24.96\|407884;2026-07-17\|22.71\|-9.99\|25.10\|25.38\|22.71\|457864
109922	全球存储龙头集体创新高	长存投资+创投+核桃乳 1、据2026年4月25日年报，公司持有长江存储控股股份有限公司16亿元股权投资，对应存储芯片资产重估预期。 2、据2026年4月25日年报，公司“六个核桃”核桃乳为国内核桃乳饮料细分领域龙头，主导制定国标GB/T 31325—2014，植物蛋白饮品龙头地位稳固。 3、据2026年4月25日年报，公司子公司芜湖闻名泉泓投资管理合伙企业主营投资管理，创投业务规模持续扩大。	公司控制的泉泓投资对长江存储增资人民币16亿，交易完成后，泉泓投资持有长控集团0.99%的股份	2026-03-10\|31.02\|3.23\|30.35\|31.25\|30.14\|75644;2026-03-11\|30.80\|-0.71\|31.07\|31.65\|30.80\|72683;2026-03-12\|31.36\|1.82\|30.98\|31.65\|30.69\|80744;2026-03-13\|30.60\|-2.42\|31.36\|31.51\|30.01\|76126;2026-03-16\|30.46\|-0.46\|30.60\|30.67\|29.74\|67235;2026-03-17\|31.04\|1.90\|30.35\|32.30\|30.16\|117001;2026-03-18\|31.73\|2.22\|31.12\|31.99\|31.12\|85077;2026-03-19\|32.17\|1.39\|31.20\|32.70\|30.90\|119852;2026-03-20\|30.79\|-4.29\|32.17\|32.36\|30.70\|92943;2026-03-23\|28.84\|-6.33\|30.00\|30.39\|28.50\|104909;2026-03-24\|29.25\|1.42\|29.24\|29.48\|28.80\|49024;2026-03-25\|29.61\|1.23\|29.37\|30.62\|29.37\|56239;2026-03-26\|29.51\|-0.34\|29.99\|30.19\|29.30\|43065;2026-03-27\|29.91\|1.36\|29.21\|30.18\|29.15\|37202;2026-03-30\|30.46\|1.84\|29.51\|30.64\|29.41\|54579;2026-03-31\|29.96\|-1.64\|30.57\|30.85\|29.92\|44224;2026-04-01\|30.59\|2.10\|30.26\|31.13\|30.18\|57714;2026-04-02\|30.47\|-0.39\|30.55\|30.95\|30.00\|46101;2026-04-03\|29.90\|-1.87\|30.34\|30.65\|29.74\|29831;2026-04-07\|29.95\|0.17\|29.94\|30.30\|29.52\|29906;2026-04-08\|31.93\|6.61\|30.50\|32.51\|30.37\|121485;2026-04-09\|30.91\|-3.19\|31.73\|32.16\|30.76\|62780;2026-04-10\|30.35\|-1.81\|31.15\|31.21\|30.31\|52170;2026-04-13\|30.32\|-0.10\|29.95\|30.88\|29.86\|55583;2026-04-14\|31.68\|4.49\|30.38\|31.96\|30.38\|88189;2026-04-15\|31.36\|-1.01\|31.99\|31.99\|31.15\|44862;2026-04-16\|31.61\|0.80\|31.35\|32.09\|31.35\|45562;2026-04-17\|32.08\|1.49\|31.48\|32.96\|31.10\|91183;2026-04-20\|31.89\|-0.59\|31.82\|32.76\|31.52\|63059;2026-04-21\|33.32\|4.48\|32.00\|33.98\|31.59\|113568;2026-04-22\|33.56\|0.72\|33.84\|33.85\|32.80\|72173;2026-04-23\|33.26\|-0.89\|33.23\|34.02\|33.17\|73943;2026-04-24\|32.34\|-2.77\|32.87\|33.40\|32.06\|76871;2026-04-27\|34.52\|6.74\|33.48\|35.32\|33.11\|148012;2026-04-28\|34.22\|-0.87\|34.99\|34.99\|34.01\|77228;2026-04-29\|35.84\|4.73\|34.01\|36.13\|34.00\|98879;2026-04-30\|37.55\|4.77\|35.90\|37.70\|35.66\|113781;2026-05-06\|41.31\|10.01\|38.97\|41.31\|38.22\|146539;2026-05-07\|41.49\|0.44\|42.80\|43.60\|40.66\|251742;2026-05-08\|40.78\|-1.71\|41.11\|41.39\|39.93\|140226;2026-05-11\|42.61\|4.49\|42.00\|43.30\|41.50\|152843;2026-05-12\|43.02\|0.96\|42.45\|44.46\|42.10\|137015;2026-05-13\|47.32\|10.00\|42.89\|47.32\|41.18\|190885;2026-05-14\|47.33\|0.02\|47.56\|48.50\|46.10\|216266;2026-05-15\|46.78\|-1.16\|47.65\|48.36\|45.50\|179034;2026-05-18\|51.46\|10.00\|49.00\|51.46\|48.89\|262174;2026-05-19\|48.36\|-6.02\|52.02\|52.38\|46.31\|291357;2026-05-20\|49.05\|1.43\|50.30\|53.00\|48.57\|414072;2026-05-21\|44.15\|-9.99\|48.00\|48.51\|44.15\|331525;2026-05-22\|44.78\|1.43\|43.52\|45.66\|43.20\|237370;2026-05-25\|44.93\|0.34\|44.40\|46.30\|42.50\|206044;2026-05-26\|44.14\|-1.76\|44.60\|44.60\|43.40\|118507;2026-05-27\|43.97\|-0.39\|44.60\|46.41\|43.58\|136046;2026-05-28\|43.73\|-0.55\|43.68\|45.30\|43.26\|101102;2026-05-29\|42.74\|-2.26\|43.89\|43.89\|42.36\|121970;2026-06-01\|41.93\|-1.90\|42.22\|42.76\|41.83\|88991;2026-06-02\|42.09\|0.38\|41.83\|42.30\|41.30\|67793;2026-06-03\|41.17\|0.19\|41.00\|41.83\|40.55\|74697;2026-06-04\|41.38\|0.51\|41.25\|41.97\|40.91\|71081;2026-06-05\|40.49\|-2.15\|40.75\|41.25\|39.60\|75240;2026-06-08\|38.90\|-3.93\|39.00\|40.18\|38.44\|79098;2026-06-09\|39.13\|0.59\|39.55\|39.55\|38.52\|61842;2026-06-10\|39.74\|1.56\|39.10\|40.04\|38.77\|70401;2026-06-11\|40.80\|2.67\|39.61\|41.33\|39.30\|98413;2026-06-12\|41.37\|1.40\|41.00\|41.73\|40.38\|104375;2026-06-15\|42.43\|2.56\|41.37\|43.00\|41.02\|125914;2026-06-16\|42.27\|-0.38\|42.21\|42.79\|41.31\|94620;2026-06-17\|43.89\|3.83\|41.91\|43.93\|41.09\|123952;2026-06-18\|45.68\|4.08\|43.89\|45.99\|42.88\|152769;2026-06-22\|46.35\|1.47\|45.68\|46.35\|44.71\|145946;2026-06-23\|45.58\|-1.66\|46.01\|47.27\|45.46\|109781;2026-06-24\|46.45\|1.91\|45.49\|46.88\|44.83\|101153;2026-06-25\|45.76\|-1.49\|46.53\|47.43\|45.00\|118316;2026-06-26\|46.69\|2.03\|45.23\|48.49\|44.47\|157352;2026-06-29\|49.18\|5.33\|47.00\|49.36\|46.20\|155588;2026-06-30\|49.07\|-0.22\|48.91\|49.79\|47.00\|123427;2026-07-01\|47.20\|-3.81\|48.58\|50.47\|47.14\|146929;2026-07-02\|45.15\|-4.34\|46.21\|46.99\|44.98\|127672;2026-07-03\|44.57\|-1.28\|45.01\|45.57\|43.68\|86605;2026-07-06\|43.86\|-1.59\|45.00\|45.58\|43.62\|79110;2026-07-07\|43.80\|-0.14\|43.03\|44.84\|43.03\|62361;2026-07-08\|44.28\|1.10\|43.80\|45.55\|43.30\|88292;2026-07-09\|48.71\|10.00\|44.98\|48.71\|44.50\|183526;2026-07-10\|45.80\|-5.97\|49.59\|49.98\|45.80\|174789;2026-07-13\|43.25\|-5.57\|46.05\|47.37\|42.83\|137233;2026-07-14\|44.37\|2.59\|43.59\|45.57\|42.85\|108044;2026-07-15\|42.20\|-4.89\|45.22\|45.79\|41.50\|117156;2026-07-16\|39.25\|-6.99\|41.02\|41.87\|39.06\|108168;2026-07-17\|35.41\|-9.78\|38.81\|38.90\|35.34\|114541
109921	全球存储龙头集体创新高	存储芯片+定增扩产+战略转型行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月18日公告，公司拟以简易程序向特定对象发行股票，募集资金中7500万元用于嵌入式存储芯片扩产项目，重点扩大LPDDR、EMMC、SD NAND嵌入式存储器产能。 2、据2026年6月30日互动易，公司明确表示将以半导体存储业务为核心突破业务，稳步推进主业相关布局与发展。 3、据2026年6月16日业绩说明会，公司主营半导体存储器的研发设计、封装测试及销售，主要产品为固态硬盘、移动存储、嵌入式存储等；2026年一季度存储业务收入占比超70%，已成为公司最主要业务。	公司拟定增1.29亿元加码半导体存储业务	2026-03-10\|16.13\|0.94\|16.50\|16.55\|15.99\|246762;2026-03-11\|16.33\|1.24\|16.01\|16.66\|16.01\|199089;2026-03-12\|16.36\|0.18\|16.33\|17.30\|16.20\|254193;2026-03-13\|15.81\|-3.36\|16.59\|16.69\|15.78\|168602;2026-03-16\|15.97\|1.01\|16.03\|16.68\|15.47\|161563;2026-03-17\|14.90\|-6.70\|15.98\|16.31\|14.90\|167864;2026-03-18\|16.39\|10.00\|15.20\|16.39\|15.00\|191608;2026-03-19\|16.75\|2.20\|16.66\|16.98\|16.05\|342569;2026-03-20\|15.79\|-5.73\|17.03\|17.13\|15.75\|244218;2026-03-23\|14.33\|-9.25\|15.45\|15.49\|14.25\|209826;2026-03-24\|14.97\|4.47\|14.85\|15.14\|14.32\|148896;2026-03-25\|15.51\|3.61\|15.20\|15.96\|14.97\|130136;2026-03-26\|14.65\|-5.54\|15.42\|15.51\|14.61\|116198;2026-03-27\|14.53\|-0.82\|14.29\|14.90\|14.08\|103033;2026-03-30\|14.85\|2.20\|14.33\|15.15\|14.30\|109764;2026-03-31\|14.50\|-2.36\|14.95\|16.28\|14.40\|213795;2026-04-01\|14.23\|-1.86\|15.30\|15.30\|14.16\|207252;2026-04-02\|13.58\|-4.57\|14.11\|14.80\|13.50\|164601;2026-04-03\|13.36\|-1.62\|13.68\|13.69\|13.26\|88166;2026-04-07\|13.38\|0.15\|13.55\|13.83\|13.32\|85305;2026-04-08\|14.18\|5.98\|13.75\|14.20\|13.69\|105681;2026-04-09\|14.14\|-0.28\|14.00\|14.40\|13.82\|110624;2026-04-10\|14.28\|0.99\|14.40\|14.89\|14.26\|114135;2026-04-13\|14.20\|-0.56\|14.00\|14.55\|14.00\|74251;2026-04-14\|14.65\|3.17\|14.42\|14.77\|14.35\|120049;2026-04-15\|14.70\|0.34\|14.69\|14.95\|14.61\|96111;2026-04-16\|15.19\|3.33\|14.70\|15.28\|14.00\|148631;2026-04-17\|15.60\|2.70\|15.09\|15.65\|15.00\|101519;2026-04-20\|15.88\|1.79\|15.58\|15.89\|15.42\|105458;2026-04-21\|15.67\|-1.32\|15.80\|15.87\|15.50\|74144;2026-04-22\|15.69\|0.13\|15.52\|15.76\|15.45\|76620;2026-04-23\|15.42\|-1.72\|15.79\|15.83\|15.08\|94552;2026-04-24\|15.06\|-2.33\|15.41\|15.41\|14.90\|74103;2026-04-27\|15.54\|3.19\|15.13\|15.85\|14.91\|87336;2026-04-28\|15.73\|1.22\|15.52\|15.87\|15.30\|89410;2026-04-29\|16.40\|4.26\|15.55\|16.58\|15.55\|132008;2026-04-30\|15.59\|-4.94\|18.04\|18.04\|15.43\|561155;2026-05-06\|17.15\|10.01\|16.27\|17.15\|16.01\|254105;2026-05-07\|18.87\|10.03\|17.36\|18.87\|17.11\|615562;2026-05-08\|19.15\|1.48\|18.79\|19.47\|18.60\|431062;2026-05-11\|19.21\|0.31\|19.86\|20.00\|18.70\|396741;2026-05-12\|18.60\|-3.18\|19.03\|19.18\|18.59\|254617;2026-05-13\|18.88\|1.51\|18.13\|18.99\|18.08\|256514;2026-05-14\|18.48\|-2.12\|18.85\|18.92\|18.45\|149864;2026-05-15\|18.61\|0.70\|18.40\|19.36\|18.32\|182185;2026-05-18\|20.47\|9.99\|19.10\|20.47\|19.10\|329730;2026-05-19\|22.52\|10.01\|20.09\|22.52\|19.85\|303591;2026-05-20\|24.77\|9.99\|24.50\|24.77\|23.50\|146219;2026-05-21\|27.25\|10.01\|25.40\|27.25\|23.84\|814036;2026-05-22\|26.90\|-1.28\|26.50\|27.98\|24.53\|774164;2026-05-25\|25.76\|-4.24\|25.81\|27.10\|25.12\|599726;2026-05-26\|23.18\|-10.02\|25.89\|26.10\|23.18\|255624;2026-05-27\|20.86\|-10.01\|22.06\|23.16\|20.86\|570671;2026-05-28\|20.18\|-3.26\|20.32\|21.31\|20.01\|490142;2026-05-29\|21.56\|6.84\|20.95\|22.20\|20.70\|763714;2026-06-01\|21.02\|-2.50\|21.81\|22.38\|20.82\|504700;2026-06-02\|20.86\|-0.76\|20.99\|21.31\|19.76\|325659;2026-06-03\|20.49\|-1.77\|20.60\|21.26\|20.12\|274064;2026-06-04\|20.35\|-0.68\|20.10\|21.03\|20.06\|228193;2026-06-05\|19.80\|-2.70\|19.72\|20.59\|19.17\|251394;2026-06-08\|19.19\|-3.08\|18.95\|20.20\|18.89\|190872;2026-06-09\|20.10\|4.74\|19.41\|20.29\|19.30\|154804;2026-06-10\|19.55\|-2.74\|19.86\|19.95\|19.23\|138532;2026-06-11\|19.53\|-0.10\|19.28\|19.76\|19.07\|125847;2026-06-12\|19.18\|-1.79\|19.95\|20.31\|19.10\|181870;2026-06-15\|19.76\|3.02\|19.56\|19.80\|19.30\|130937;2026-06-16\|20.29\|2.68\|19.82\|20.38\|19.41\|169583;2026-06-17\|20.73\|2.17\|20.00\|20.79\|19.90\|263275;2026-06-18\|21.16\|2.07\|21.67\|22.00\|20.41\|500078;2026-06-22\|22.69\|7.23\|21.16\|22.83\|20.04\|525600;2026-06-23\|21.78\|-4.01\|22.04\|22.87\|21.56\|318878;2026-06-24\|23.32\|7.07\|21.13\|23.50\|20.53\|394380;2026-06-25\|24.06\|3.17\|23.70\|24.70\|23.01\|438903;2026-06-26\|21.65\|-10.02\|23.49\|23.85\|21.65\|333680;2026-06-29\|20.31\|-6.19\|21.00\|21.57\|19.81\|312669;2026-06-30\|20.59\|1.38\|20.08\|20.85\|19.66\|201486;2026-07-01\|22.00\|6.85\|20.58\|22.65\|20.54\|339129;2026-07-02\|21.63\|-1.68\|21.17\|22.76\|21.17\|314326;2026-07-03\|21.44\|-0.88\|21.63\|22.30\|21.03\|200112;2026-07-06\|21.21\|-1.07\|22.29\|22.30\|20.33\|204026;2026-07-07\|20.10\|-5.23\|20.55\|20.85\|19.83\|197763;2026-07-08\|19.04\|-5.27\|20.10\|20.25\|18.30\|158329;2026-07-09\|18.90\|-0.74\|18.45\|18.95\|17.42\|223309;2026-07-10\|18.60\|-1.59\|18.90\|19.80\|18.41\|169927;2026-07-13\|16.74\|-10.00\|18.41\|18.48\|16.74\|133710;2026-07-14\|17.12\|2.27\|16.32\|17.25\|15.82\|181144;2026-07-15\|16.62\|-2.92\|17.25\|17.50\|16.27\|107853;2026-07-16\|15.91\|-4.27\|16.48\|16.62\|15.54\|109801;2026-07-17\|14.32\|-9.99\|15.91\|15.91\|14.32\|112046
109920	全球存储龙头集体创新高	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，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。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-03-10\|333.51\|1.03\|337.00\|340.44\|324.68\|218075;2026-03-11\|324.59\|-2.67\|333.00\|333.88\|323.02\|164854;2026-03-12\|319.00\|-1.72\|323.50\|331.20\|315.01\|125112;2026-03-13\|326.17\|2.25\|318.00\|337.00\|316.03\|185629;2026-03-16\|346.80\|6.32\|326.00\|355.99\|322.00\|218770;2026-03-17\|331.90\|-4.30\|343.00\|345.27\|330.50\|153734;2026-03-18\|359.30\|8.26\|342.00\|365.00\|340.02\|242904;2026-03-19\|356.50\|-0.78\|348.00\|368.59\|342.56\|212698;2026-03-20\|330.10\|-7.41\|349.85\|351.49\|328.00\|218210;2026-03-23\|306.20\|-7.24\|310.00\|323.88\|305.00\|147699;2026-03-24\|323.50\|5.65\|310.00\|325.87\|291.40\|170982;2026-03-25\|338.16\|4.53\|322.88\|349.95\|320.00\|184208;2026-03-26\|327.00\|-3.30\|325.12\|334.58\|318.10\|142297;2026-03-27\|320.03\|-2.13\|310.00\|327.13\|308.02\|119604;2026-03-30\|315.00\|-1.57\|310.24\|329.80\|310.18\|126714;2026-03-31\|297.08\|-5.69\|302.00\|304.98\|291.00\|150635;2026-04-01\|299.11\|0.68\|319.00\|323.00\|295.09\|193446;2026-04-02\|289.44\|-3.23\|300.40\|305.01\|289.00\|117211;2026-04-03\|285.57\|-1.34\|291.50\|294.68\|285.08\|83677;2026-04-07\|297.50\|4.18\|290.82\|301.33\|288.14\|115131;2026-04-08\|323.92\|8.88\|318.11\|323.95\|306.69\|167878;2026-04-09\|325.50\|0.49\|316.75\|331.06\|315.00\|142436;2026-04-10\|341.30\|4.85\|333.00\|347.69\|330.80\|190471;2026-04-13\|354.50\|3.87\|340.16\|356.99\|338.60\|187119;2026-04-14\|381.51\|7.62\|357.91\|393.86\|355.00\|241660;2026-04-15\|371.57\|-2.61\|387.00\|387.51\|368.55\|192022;2026-04-16\|372.06\|0.13\|356.00\|375.18\|356.00\|154402;2026-04-17\|370.52\|-0.41\|366.00\|373.73\|358.00\|140091;2026-04-20\|375.21\|1.27\|369.00\|385.78\|367.00\|141627;2026-04-21\|375.96\|0.20\|378.00\|379.80\|363.33\|107650;2026-04-22\|382.74\|1.80\|378.22\|383.29\|373.00\|118444;2026-04-23\|358.19\|-6.41\|391.05\|393.00\|358.02\|187202;2026-04-24\|373.19\|4.19\|359.01\|382.60\|353.03\|164982;2026-04-27\|393.46\|5.43\|374.93\|399.88\|369.10\|189548;2026-04-28\|381.70\|-2.99\|399.99\|411.02\|381.50\|263435;2026-04-29\|414.30\|8.54\|381.10\|416.30\|380.01\|231871;2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898
109919	全球存储龙头集体创新高	存储芯片+算力+韶关国资行业原因： 1、近日，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。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.86亿元、同比增长107.84%，归母净利润8189.18万元实现扭亏，主因AI服务器需求拉动存储价格自2025年第二季度起大幅上涨，公司提前备货带动收入及毛利率提升。 2、据2026年4月10日年报，公司主营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等全品类存储产品，并计划以数据存储主业为根基向算力产业链延伸，已与科研院所及产业链企业合作。 3、据2026年4月27日互动易，朗科算力网站2.0已上线运行，全资子公司韶关乳源朗坤科技有限公司已签服务器小批量订单并实现部分交付，公司最终控制人为韶关市国资委。	全球存储应用领域解决方案提供商；公司主要经营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等存储产品，可穿戴设备、电脑外设等消费类电子产品	2026-03-10\|38.70\|-0.13\|38.70\|39.77\|38.22\|247232;2026-03-11\|39.02\|0.83\|38.62\|40.12\|38.51\|250656;2026-03-12\|38.51\|-1.31\|39.48\|40.25\|38.24\|205150;2026-03-13\|38.00\|-1.32\|38.37\|39.88\|37.53\|193636;2026-03-16\|45.60\|20.00\|38.01\|45.60\|38.01\|361154;2026-03-17\|50.90\|11.62\|46.39\|52.49\|46.30\|560770;2026-03-18\|61.08\|20.00\|53.00\|61.08\|52.02\|510741;2026-03-19\|56.27\|-7.87\|58.17\|60.59\|55.63\|503711;2026-03-20\|52.08\|-7.45\|57.00\|57.60\|51.81\|386875;2026-03-23\|48.11\|-7.62\|50.09\|50.85\|47.47\|304569;2026-03-24\|47.59\|-1.08\|48.13\|48.20\|45.20\|355673;2026-03-25\|47.96\|0.78\|47.83\|50.75\|46.80\|459902;2026-03-26\|45.36\|-5.42\|45.90\|46.70\|45.00\|306197;2026-03-27\|44.44\|-2.03\|43.46\|45.26\|43.09\|218509;2026-03-30\|44.26\|-0.41\|44.05\|45.32\|43.65\|192134;2026-03-31\|41.70\|-5.78\|43.02\|43.19\|41.40\|250514;2026-04-01\|43.15\|3.48\|45.27\|45.30\|42.52\|286794;2026-04-02\|42.21\|-2.18\|44.52\|44.83\|41.91\|215683;2026-04-03\|41.45\|-1.80\|43.88\|43.88\|41.30\|139212;2026-04-07\|42.11\|1.59\|41.92\|43.54\|41.18\|191052;2026-04-08\|46.42\|10.24\|43.70\|46.69\|43.47\|345523;2026-04-09\|48.10\|3.62\|44.94\|48.42\|44.94\|400456;2026-04-10\|47.19\|-1.89\|47.83\|48.82\|46.02\|418950;2026-04-13\|49.70\|5.32\|46.50\|49.72\|46.49\|399641;2026-04-14\|51.80\|4.23\|50.80\|52.33\|49.71\|395208;2026-04-15\|48.77\|-5.85\|51.02\|51.70\|48.47\|333195;2026-04-16\|49.40\|1.29\|48.00\|49.82\|47.06\|255085;2026-04-17\|49.12\|-0.57\|49.26\|50.20\|48.71\|217123;2026-04-20\|49.22\|0.20\|48.76\|50.86\|48.55\|198155;2026-04-21\|49.40\|0.37\|48.81\|49.45\|47.61\|168643;2026-04-22\|48.91\|-0.99\|49.28\|49.59\|48.26\|159370;2026-04-23\|46.57\|-4.78\|49.71\|50.30\|46.26\|204377;2026-04-24\|46.40\|-0.36\|46.28\|47.12\|45.56\|137636;2026-04-27\|50.30\|8.41\|46.99\|52.19\|46.98\|298455;2026-04-28\|51.94\|3.26\|50.41\|53.30\|49.56\|378709;2026-04-29\|51.40\|-1.04\|48.60\|51.98\|48.60\|346073;2026-04-30\|52.27\|1.69\|51.41\|53.58\|49.80\|390370;2026-05-06\|62.72\|19.99\|56.63\|62.72\|56.60\|463247;2026-05-07\|66.30\|5.71\|65.27\|71.63\|65.27\|715590;2026-05-08\|63.85\|-3.70\|63.93\|66.16\|63.50\|434046;2026-05-11\|68.13\|6.70\|68.38\|70.46\|65.50\|507803;2026-05-12\|65.10\|-4.45\|67.23\|68.56\|64.15\|397339;2026-05-13\|70.25\|7.91\|63.63\|70.25\|62.46\|464125;2026-05-14\|66.97\|-4.67\|69.50\|70.73\|66.97\|393684;2026-05-15\|64.95\|-3.02\|66.85\|68.68\|64.00\|290083;2026-05-18\|72.70\|11.93\|66.01\|75.80\|65.98\|501055;2026-05-19\|72.22\|-0.66\|71.09\|75.77\|69.71\|449034;2026-05-20\|73.81\|2.20\|72.22\|75.58\|70.56\|389455;2026-05-21\|67.77\|-8.18\|74.12\|77.06\|67.30\|408370;2026-05-22\|68.04\|0.40\|69.50\|71.80\|65.55\|332247;2026-05-25\|71.72\|5.41\|68.01\|72.36\|64.64\|346567;2026-05-26\|64.53\|-10.03\|69.50\|69.70\|63.36\|320786;2026-05-27\|61.41\|-4.83\|66.67\|67.20\|60.90\|325126;2026-05-28\|62.42\|1.76\|60.46\|63.11\|60.12\|216460;2026-05-29\|58.69\|-5.98\|62.42\|63.49\|57.99\|256387;2026-06-01\|57.17\|-2.59\|59.73\|60.00\|56.92\|170863;2026-06-02\|58.08\|1.59\|57.62\|58.55\|54.80\|183821;2026-06-03\|59.66\|2.72\|58.11\|61.89\|57.92\|250260;2026-06-04\|67.43\|13.02\|58.96\|68.52\|58.75\|434652;2026-06-05\|68.33\|1.33\|66.43\|70.20\|65.13\|339144;2026-06-08\|64.15\|-6.12\|64.92\|66.60\|63.99\|228345;2026-06-09\|65.64\|2.32\|65.99\|66.75\|63.20\|255490;2026-06-10\|63.67\|-3.00\|64.00\|66.83\|63.01\|177962;2026-06-11\|62.66\|-1.59\|62.44\|63.58\|61.14\|164744;2026-06-12\|59.55\|-4.96\|66.00\|67.13\|59.48\|240373;2026-06-15\|62.59\|5.11\|61.50\|62.98\|60.30\|188920;2026-06-16\|64.13\|2.46\|63.03\|65.58\|62.41\|211680;2026-06-17\|67.47\|5.21\|62.50\|69.00\|61.64\|331165;2026-06-18\|70.35\|4.27\|67.01\|72.22\|67.01\|320141;2026-06-22\|73.72\|4.79\|71.09\|73.80\|69.48\|365854;2026-06-23\|70.91\|-3.81\|71.00\|75.55\|69.57\|316473;2026-06-24\|72.69\|2.51\|70.60\|73.04\|67.78\|277260;2026-06-25\|74.89\|3.03\|74.00\|76.30\|70.00\|415134;2026-06-26\|69.88\|-6.69\|72.00\|73.57\|68.40\|267482;2026-06-29\|71.48\|2.29\|69.87\|71.75\|65.88\|247659;2026-06-30\|76.17\|6.56\|70.00\|78.20\|66.98\|361611;2026-07-01\|73.68\|-3.27\|76.00\|81.60\|73.10\|384395;2026-07-02\|67.41\|-8.51\|70.18\|72.50\|67.02\|296540;2026-07-03\|67.35\|-0.09\|67.40\|70.29\|64.66\|228661;2026-07-06\|67.42\|0.10\|70.50\|70.50\|64.50\|226863;2026-07-07\|62.50\|-7.30\|64.51\|65.80\|61.65\|187811;2026-07-08\|59.16\|-5.34\|62.96\|63.63\|57.00\|205101;2026-07-09\|62.53\|5.70\|60.61\|62.66\|59.10\|175375;2026-07-10\|63.30\|1.23\|62.54\|69.68\|62.53\|258513;2026-07-13\|55.10\|-12.95\|62.44\|63.30\|54.76\|201356;2026-07-14\|58.17\|5.57\|56.20\|58.75\|54.41\|171356;2026-07-15\|52.46\|-9.82\|58.49\|59.33\|52.28\|184259;2026-07-16\|49.35\|-5.93\|51.80\|52.60\|48.90\|169758;2026-07-17\|43.75\|-11.35\|49.60\|49.88\|43.40\|192290
109918	全球存储龙头集体创新高	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-03-10\|2.95\|-1.34\|3.04\|3.07\|2.94\|1392226;2026-03-11\|2.98\|1.02\|2.94\|3.00\|2.92\|1253276;2026-03-12\|3.04\|2.01\|2.98\|3.07\|2.95\|2014313;2026-03-13\|3.01\|-0.99\|3.00\|3.16\|2.99\|2581964;2026-03-16\|3.31\|9.97\|3.01\|3.31\|3.01\|3297323;2026-03-17\|3.39\|2.42\|3.46\|3.51\|3.21\|7107211;2026-03-18\|3.30\|-2.65\|3.27\|3.37\|3.23\|3641995;2026-03-19\|3.06\|-7.27\|3.20\|3.21\|3.02\|3160783;2026-03-20\|2.93\|-4.25\|3.00\|3.06\|2.92\|2207994;2026-03-23\|2.86\|-2.39\|2.88\|3.00\|2.84\|2089166;2026-03-24\|3.05\|6.64\|2.93\|3.14\|2.87\|2594839;2026-03-25\|3.06\|0.33\|3.01\|3.13\|2.98\|2161369;2026-03-26\|2.91\|-4.90\|3.01\|3.03\|2.91\|1794953;2026-03-27\|2.95\|1.37\|2.84\|2.97\|2.82\|1326895;2026-03-30\|2.90\|-1.69\|2.90\|2.92\|2.83\|1299895;2026-03-31\|2.83\|-2.41\|2.89\|2.93\|2.82\|1425380;2026-04-01\|2.84\|0.35\|2.91\|2.92\|2.83\|1041410;2026-04-02\|2.71\|-4.58\|2.83\|2.84\|2.70\|1569962;2026-04-03\|2.64\|-2.58\|2.70\|2.72\|2.62\|1101989;2026-04-07\|2.71\|2.65\|2.65\|2.72\|2.63\|1197087;2026-04-08\|2.85\|5.17\|2.76\|2.85\|2.75\|1631733;2026-04-09\|2.77\|-2.81\|2.80\|2.81\|2.75\|1174476;2026-04-10\|2.81\|1.44\|2.79\|2.84\|2.79\|1265601;2026-04-13\|2.83\|0.71\|2.75\|2.85\|2.73\|1030181;2026-04-14\|3.11\|9.89\|2.87\|3.11\|2.83\|2200347;2026-04-15\|2.92\|-6.11\|3.11\|3.20\|2.90\|4220415;2026-04-16\|2.89\|-1.03\|2.87\|2.92\|2.83\|1875542;2026-04-17\|2.86\|-1.04\|2.88\|2.92\|2.85\|1686412;2026-04-20\|2.84\|-0.70\|2.84\|2.86\|2.80\|1374506;2026-04-21\|2.80\|-1.41\|2.84\|2.86\|2.78\|1192286;2026-04-22\|2.79\|-0.36\|2.78\|2.81\|2.76\|926079;2026-04-23\|2.74\|-1.79\|2.82\|2.83\|2.73\|1061026;2026-04-24\|2.72\|-0.73\|2.72\|2.77\|2.69\|990489;2026-04-27\|2.73\|0.37\|2.71\|2.75\|2.68\|845200;2026-04-28\|2.72\|-0.37\|2.73\|2.80\|2.68\|1187719;2026-04-29\|2.81\|3.31\|2.69\|2.89\|2.68\|1954878;2026-04-30\|2.80\|-0.36\|2.80\|2.85\|2.77\|1023963;2026-05-06\|3.08\|10.00\|3.08\|3.08\|3.08\|1645870;2026-05-07\|3.11\|0.97\|3.03\|3.24\|2.97\|6435019;2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.36\|-7.44\|3.50\|3.71\|3.31\|5107635;2026-07-14\|3.28\|-2.38\|3.38\|3.42\|3.16\|3379995;2026-07-15\|3.14\|-4.27\|3.38\|3.43\|3.07\|4168809;2026-07-16\|3.05\|-2.87\|3.01\|3.26\|2.98\|3618460;2026-07-17\|2.76\|-9.51\|3.03\|3.07\|2.76\|4147568
109917	全球存储龙头集体创新高	CPO封装+AMD产业链+存储芯片封测行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年4月28日机构调研，公司在光电合封CPO领域的技术研发取得阶段性进展，研发产品已通过可靠性测试，已进入量产导入阶段。 2、据2026年6月2日公告，公司始终是AMD最主要的封测供应商，承接其所需多数封测服务，与AMD形成合资+合作模式，深度锁定AMD供应链并占据其封测订单大部分份额。 3、据2026年4月30日公告，公司2026年第一季度营收74.82亿元，同比增长22.80%；归母净利润3.29亿元，同比增长224.55%；据2026年6月2日公告，公司拟募资投向存储芯片封测产能提升等项目，建成后年新增存储芯片封测产能84.96万片。	国内封测龙头，预告年报净利润同比增长62.34%-99.24%，拟定增募资不超44亿用于存储芯片封测产能提升等项目	2026-03-10\|47.91\|2.48\|47.78\|48.28\|47.23\|586891;2026-03-11\|47.09\|-1.71\|47.91\|48.66\|46.94\|625654;2026-03-12\|46.33\|-1.61\|46.90\|48.26\|45.87\|584282;2026-03-13\|45.86\|-1.01\|45.94\|46.96\|45.36\|485718;2026-03-16\|46.80\|2.05\|45.68\|47.14\|44.33\|726855;2026-03-17\|45.25\|-3.31\|47.20\|47.78\|45.19\|564032;2026-03-18\|47.40\|4.75\|45.91\|47.50\|45.46\|881557;2026-03-19\|45.95\|-3.06\|46.38\|47.08\|45.72\|700096;2026-03-20\|44.34\|-3.50\|46.35\|46.48\|44.34\|636418;2026-03-23\|41.58\|-6.22\|43.34\|43.97\|41.28\|674030;2026-03-24\|42.08\|1.20\|42.50\|42.51\|40.54\|493310;2026-03-25\|43.52\|3.42\|42.50\|44.04\|42.30\|613787;2026-03-26\|42.76\|-1.75\|43.60\|44.38\|42.53\|393965;2026-03-27\|42.45\|-0.72\|41.99\|43.16\|41.40\|348811;2026-03-30\|42.50\|0.12\|41.60\|42.79\|41.37\|339358;2026-03-31\|41.33\|-2.75\|42.38\|42.58\|41.21\|338756;2026-04-01\|42.41\|2.61\|42.49\|42.68\|41.85\|383722;2026-04-02\|40.77\|-3.87\|42.41\|42.41\|40.50\|384419;2026-04-03\|40.42\|-0.86\|41.20\|41.25\|40.40\|281339;2026-04-07\|41.19\|1.91\|40.76\|41.42\|40.65\|353824;2026-04-08\|44.65\|8.40\|42.58\|44.75\|42.41\|736473;2026-04-09\|44.74\|0.20\|43.69\|45.27\|43.52\|605858;2026-04-10\|45.23\|1.10\|45.24\|46.70\|45.07\|637102;2026-04-13\|45.65\|0.93\|45.00\|46.39\|44.88\|535930;2026-04-14\|46.75\|2.41\|46.35\|47.12\|45.82\|717841;2026-04-15\|46.99\|0.51\|46.85\|48.73\|46.62\|885743;2026-04-16\|48.02\|2.19\|47.49\|48.36\|46.45\|767269;2026-04-17\|48.18\|0.33\|48.31\|49.17\|47.89\|950308;2026-04-20\|48.49\|0.64\|48.23\|49.24\|47.53\|731211;2026-04-21\|47.23\|-2.60\|48.22\|48.25\|46.30\|755852;2026-04-22\|48.89\|3.51\|47.80\|48.92\|46.61\|930178;2026-04-23\|47.24\|-3.37\|49.21\|49.35\|46.89\|794459;2026-04-24\|48.42\|2.50\|48.77\|51.18\|48.39\|1246717;2026-04-27\|51.20\|5.74\|50.86\|52.05\|49.84\|1577881;2026-04-28\|50.25\|-1.86\|50.85\|52.10\|49.71\|1159344;2026-04-29\|49.50\|-1.49\|49.30\|49.84\|48.11\|925046;2026-04-30\|51.77\|4.59\|50.98\|52.89\|50.23\|1320363;2026-05-06\|56.95\|10.01\|56.95\|56.95\|56.94\|449785;2026-05-07\|59.08\|3.74\|60.80\|60.80\|57.60\|2517397;2026-05-08\|57.16\|-3.25\|58.31\|58.60\|56.39\|1623790;2026-05-11\|61.22\|7.10\|60.01\|62.23\|59.41\|2015832;2026-05-12\|59.48\|-2.84\|61.22\|61.28\|59.00\|1379593;2026-05-13\|60.86\|2.32\|57.89\|61.00\|56.93\|1497358;2026-05-14\|57.40\|-5.69\|60.93\|61.20\|57.39\|1301482;2026-05-15\|57.02\|-0.66\|58.00\|60.12\|55.24\|1583131;2026-05-18\|58.07\|1.84\|57.60\|60.11\|57.06\|1347766;2026-05-19\|58.86\|1.36\|56.88\|59.16\|55.01\|1382120;2026-05-20\|62.28\|5.81\|58.58\|63.84\|58.55\|1986892;2026-05-21\|61.76\|-0.83\|64.00\|66.88\|61.41\|2396680;2026-05-22\|63.44\|2.72\|61.81\|64.34\|60.13\|2008252;2026-05-25\|69.78\|9.99\|64.27\|69.78\|62.80\|2279397;2026-05-26\|75.39\|8.04\|73.02\|76.76\|69.93\|3391041;2026-05-27\|71.52\|-5.13\|72.97\|78.56\|71.43\|2834964;2026-05-28\|69.30\|-3.00\|69.50\|70.88\|67.60\|1960697;2026-05-29\|66.00\|-4.76\|70.11\|70.90\|64.63\|1939852;2026-06-01\|61.39\|-6.98\|65.00\|66.00\|60.96\|1587863;2026-06-02\|63.84\|3.99\|61.39\|64.69\|59.40\|1629981;2026-06-03\|70.22\|9.99\|67.69\|70.22\|66.18\|1765025;2026-06-04\|71.10\|1.25\|70.01\|72.50\|69.20\|2026092;2026-06-05\|66.84\|-5.99\|70.80\|71.01\|66.37\|1479879;2026-06-08\|62.26\|-6.85\|63.00\|64.58\|61.08\|1215682;2026-06-09\|64.43\|3.49\|63.88\|64.80\|61.76\|1280265;2026-06-10\|61.44\|-4.64\|62.00\|63.67\|60.16\|1119729;2026-06-11\|60.09\|-2.20\|60.99\|61.49\|59.23\|918141;2026-06-12\|57.22\|-4.78\|62.69\|62.96\|57.08\|1455416;2026-06-15\|61.54\|7.55\|58.66\|61.58\|56.68\|1255444;2026-06-16\|62.93\|2.26\|62.41\|63.50\|61.74\|1247424;2026-06-17\|67.22\|6.82\|62.72\|69.00\|62.01\|1794717;2026-06-18\|68.27\|1.56\|66.99\|69.35\|66.39\|1633418;2026-06-22\|71.25\|4.37\|69.70\|72.12\|67.73\|2052169;2026-06-23\|68.42\|-3.97\|70.00\|71.30\|67.08\|1425356;2026-06-24\|74.64\|9.09\|69.01\|74.83\|68.20\|2015970;2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.71\|1.08\|84.10\|84.70\|75.80\|2935399;2026-07-16\|75.95\|-3.51\|70.85\|80.80\|70.84\|2405075;2026-07-17\|68.36\|-9.99\|74.97\|75.94\|68.36\|1980891
109916	豆包或推出收费模式	数据中心+AI算力+电网设备+SST 行业原因： 1、据上海证券报2月12日报道，近日，国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》，明确2030年市场化交易电量占比约70%。 2、据央视新闻1月15日报道，从国家电网了解到，“十五五”期间，国家电网固定资产投资将达到4万亿元，创历史新高。据介绍，“十五五”时期，国家电网公司固定资产投资将达到4万亿元，比“十四五”时期大幅增长40%。公司原因： 1、据2025年9月19日互动易，公司为国内少数能提供数据中心800V直流输出全系列关键设备及交直流配电系统解决方案的厂家，已参与多个国家级示范项目。 2、据2026年1月30日投资者关系活动记录表，公司正加紧适配AIDC需求，开展固态变压器SST产品系列化设计优化，将尽快推出相关产品。 3、据2025年年度报告，公司主营二次设备覆盖1000kV特高压至10kV低压全系列保护及自动化产品，继电保护和变电站自动化处于行业前列。	领先的新型电力系统解决方案提供商；公司具有完整的数据中心供配电解决方案，采用自主研发的高压开关柜、低压开关柜、低压保护、备自投、电能质量治理、数据中心供电监控系统产品	2026-03-10\|51.24\|-3.68\|52.65\|52.78\|50.01\|295351;2026-03-11\|49.90\|-2.62\|51.00\|52.00\|49.50\|265221;2026-03-12\|49.18\|-1.44\|50.01\|50.84\|47.89\|288790;2026-03-13\|46.73\|-4.98\|48.55\|48.65\|46.36\|333846;2026-03-16\|48.22\|3.19\|46.75\|48.47\|44.77\|399386;2026-03-17\|47.51\|-1.47\|48.22\|48.58\|47.24\|248835;2026-03-18\|48.22\|1.49\|47.94\|48.56\|46.80\|217051;2026-03-19\|46.10\|-4.40\|47.20\|47.78\|45.72\|202281;2026-03-20\|46.21\|0.24\|46.69\|48.08\|45.81\|240754;2026-03-23\|43.28\|-6.34\|44.97\|45.99\|42.76\|326550;2026-03-24\|43.56\|0.65\|43.80\|43.94\|40.34\|404114;2026-03-25\|44.70\|2.62\|44.39\|46.40\|44.25\|268850;2026-03-26\|44.84\|0.31\|44.61\|46.10\|44.47\|178099;2026-03-27\|45.78\|2.10\|44.84\|46.99\|44.08\|256351;2026-03-30\|44.87\|-1.99\|45.38\|45.85\|44.02\|214804;2026-03-31\|43.08\|-3.99\|45.30\|45.61\|43.00\|226672;2026-04-01\|44.41\|3.09\|44.50\|44.92\|43.95\|214704;2026-04-02\|41.59\|-6.35\|44.20\|44.20\|41.21\|267718;2026-04-03\|41.74\|0.36\|42.09\|43.00\|41.20\|182513;2026-04-07\|39.90\|-4.41\|41.86\|42.15\|39.70\|210859;2026-04-08\|43.75\|9.65\|41.66\|43.80\|41.48\|327871;2026-04-09\|43.78\|0.07\|43.00\|44.79\|42.59\|231072;2026-04-10\|43.65\|-0.30\|44.15\|45.22\|43.07\|259001;2026-04-13\|44.36\|1.63\|43.01\|45.80\|42.65\|282503;2026-04-14\|44.10\|-0.59\|43.95\|44.75\|42.60\|327436;2026-04-15\|45.05\|2.15\|44.38\|46.30\|44.15\|366387;2026-04-16\|46.50\|3.22\|45.71\|46.50\|43.80\|318792;2026-04-17\|48.13\|3.51\|46.45\|49.00\|46.13\|346652;2026-04-20\|48.83\|1.45\|47.65\|48.88\|46.98\|294525;2026-04-21\|49.90\|2.19\|48.65\|50.34\|47.11\|311699;2026-04-22\|53.40\|7.01\|49.53\|54.89\|49.30\|406200;2026-04-23\|52.28\|-2.10\|54.09\|57.80\|50.31\|492061;2026-04-24\|49.95\|-4.46\|51.70\|52.41\|49.31\|304745;2026-04-27\|51.40\|2.90\|49.95\|52.80\|49.91\|280814;2026-04-28\|52.21\|1.58\|51.23\|54.08\|50.88\|291470;2026-04-29\|53.99\|3.41\|52.00\|54.68\|51.40\|274273;2026-04-30\|56.05\|3.82\|53.98\|56.36\|53.50\|354321;2026-05-06\|59.85\|6.78\|56.99\|61.66\|56.63\|430949;2026-05-07\|60.60\|1.25\|61.04\|61.30\|59.22\|276979;2026-05-08\|64.20\|5.94\|59.75\|64.20\|58.06\|372177;2026-05-11\|68.82\|7.20\|64.22\|70.62\|63.81\|329110;2026-05-12\|74.10\|7.67\|68.30\|74.52\|67.22\|313310;2026-05-13\|81.51\|10.00\|73.36\|81.51\|72.06\|328172;2026-05-14\|74.08\|-9.12\|80.00\|82.99\|73.94\|458474;2026-05-15\|76.51\|3.28\|73.40\|79.55\|73.10\|360706;2026-05-18\|84.16\|10.00\|76.51\|84.16\|75.51\|327718;2026-05-19\|81.58\|-3.07\|83.32\|87.40\|80.89\|333656;2026-05-20\|86.48\|6.01\|81.60\|88.88\|79.16\|350591;2026-05-21\|81.67\|-5.56\|86.80\|88.87\|81.06\|292634;2026-05-22\|82.34\|0.82\|81.99\|86.56\|80.80\|290039;2026-05-25\|80.88\|-1.77\|82.50\|83.59\|76.40\|466611;2026-05-26\|76.00\|-6.03\|78.76\|79.90\|75.01\|397923;2026-05-27\|82.81\|10.00\|76.00\|82.81\|75.50\|436616;2026-05-28\|82.02\|-0.95\|85.20\|85.83\|79.83\|360374;2026-05-29\|77.90\|-5.02\|82.03\|83.92\|77.00\|364228;2026-06-01\|75.66\|-2.88\|77.95\|79.95\|75.00\|317881;2026-06-02\|76.66\|1.32\|75.32\|77.63\|71.33\|337962;2026-06-03\|76.50\|-0.21\|76.59\|79.68\|74.52\|267103;2026-06-04\|74.58\|-2.51\|75.55\|76.49\|74.30\|216096;2026-06-05\|72.05\|-3.39\|73.96\|74.57\|71.19\|292031;2026-06-08\|67.96\|-5.68\|71.40\|72.50\|66.33\|289108;2026-06-09\|70.96\|4.41\|70.38\|72.26\|68.50\|256916;2026-06-10\|68.34\|-3.69\|69.67\|70.52\|67.00\|195569;2026-06-11\|67.07\|-1.86\|68.75\|70.25\|66.01\|184351;2026-06-12\|67.18\|0.16\|69.50\|69.50\|66.88\|203109;2026-06-15\|70.40\|4.79\|67.99\|70.66\|67.41\|306311;2026-06-16\|72.07\|2.37\|70.88\|73.90\|69.89\|477998;2026-06-17\|70.87\|-1.67\|71.74\|73.36\|69.54\|371636;2026-06-18\|74.63\|5.31\|70.50\|77.82\|70.30\|479440;2026-06-22\|77.81\|4.26\|75.00\|79.79\|72.17\|559224;2026-06-23\|70.80\|-9.01\|76.71\|76.80\|70.03\|451879;2026-06-24\|69.09\|-2.42\|69.25\|70.89\|66.79\|387557;2026-06-25\|71.72\|3.81\|68.82\|72.40\|67.12\|310330;2026-06-26\|65.16\|-9.15\|70.01\|70.50\|64.55\|426218;2026-06-29\|62.54\|-4.02\|65.38\|66.00\|60.50\|455362;2026-06-30\|63.20\|1.06\|62.88\|65.10\|62.01\|268472;2026-07-01\|58.58\|-7.31\|63.20\|63.59\|57.97\|393174;2026-07-02\|57.51\|-1.83\|58.10\|60.48\|57.00\|269306;2026-07-03\|58.00\|0.85\|57.99\|60.66\|57.75\|270380;2026-07-06\|60.96\|5.10\|58.88\|62.67\|58.73\|288671;2026-07-07\|56.39\|-7.50\|61.94\|61.94\|56.00\|246031;2026-07-08\|54.00\|-4.24\|56.98\|57.77\|53.90\|230267;2026-07-09\|56.00\|3.70\|54.63\|56.28\|52.70\|256977;2026-07-10\|54.55\|-2.59\|56.10\|57.20\|54.49\|216012;2026-07-13\|51.20\|-6.14\|54.33\|55.50\|51.00\|202838;2026-07-14\|52.60\|2.73\|51.36\|52.60\|49.20\|274999;2026-07-15\|49.63\|-5.65\|51.88\|53.00\|49.40\|218610;2026-07-16\|46.59\|-6.13\|49.00\|50.10\|46.30\|253879;2026-07-17\|44.50\|-4.49\|47.17\|47.17\|43.93\|300317
109915	豆包或推出收费模式	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-03-10\|21.10\|4.25\|20.41\|21.39\|20.16\|289390;2026-03-11\|20.45\|-3.08\|21.02\|21.43\|20.30\|270077;2026-03-12\|19.67\|-3.81\|20.40\|20.55\|19.35\|279120;2026-03-13\|19.19\|-2.44\|19.55\|19.75\|19.04\|223526;2026-03-16\|18.93\|-1.35\|19.11\|19.17\|18.28\|225046;2026-03-17\|18.21\|-3.80\|19.15\|19.30\|18.21\|144781;2026-03-18\|18.80\|3.24\|18.45\|18.89\|18.25\|156462;2026-03-19\|17.95\|-4.52\|18.31\|18.58\|17.82\|176097;2026-03-20\|17.52\|-2.40\|18.11\|18.36\|17.51\|146564;2026-03-23\|16.46\|-6.05\|17.14\|17.38\|16.24\|220211;2026-03-24\|18.11\|10.02\|16.80\|18.11\|16.69\|356181;2026-03-25\|18.72\|3.37\|18.45\|19.13\|18.31\|330703;2026-03-26\|18.08\|-3.42\|18.90\|18.90\|17.97\|181300;2026-03-27\|18.10\|0.11\|17.85\|18.42\|17.64\|194161;2026-03-30\|17.75\|-1.93\|17.71\|17.94\|17.29\|194793;2026-03-31\|17.22\|-2.99\|17.67\|17.93\|17.17\|162859;2026-04-01\|17.74\|3.02\|17.70\|17.98\|17.50\|162211;2026-04-02\|16.84\|-5.07\|17.57\|17.74\|16.70\|235518;2026-04-03\|16.74\|-0.59\|16.95\|17.04\|16.70\|118667;2026-04-07\|16.75\|0.06\|16.75\|17.02\|16.61\|105819;2026-04-08\|18.43\|10.03\|17.23\|18.43\|17.20\|299476;2026-04-09\|18.72\|1.57\|18.35\|18.95\|18.22\|335013;2026-04-10\|18.66\|-0.32\|18.99\|19.25\|18.61\|234319;2026-04-13\|18.60\|-0.32\|18.29\|18.68\|18.14\|232438;2026-04-14\|18.74\|0.75\|18.77\|18.97\|18.45\|276123;2026-04-15\|18.65\|-0.48\|19.00\|19.58\|18.53\|299515;2026-04-16\|19.26\|3.27\|18.68\|19.29\|18.42\|293773;2026-04-17\|19.26\|0.00\|19.06\|19.43\|18.96\|209783;2026-04-20\|19.54\|1.45\|19.60\|19.92\|19.06\|290567;2026-04-21\|20.37\|4.25\|19.19\|20.46\|18.93\|398834;2026-04-22\|22.41\|10.01\|20.88\|22.41\|20.60\|727533;2026-04-23\|22.43\|0.09\|22.83\|22.97\|21.67\|752205;2026-04-24\|22.22\|-0.94\|22.43\|22.60\|21.78\|381094;2026-04-27\|23.10\|3.96\|22.40\|23.25\|22.35\|551609;2026-04-28\|24.35\|5.41\|22.76\|25.40\|22.76\|734842;2026-04-29\|24.63\|1.15\|24.18\|24.64\|23.43\|457715;2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628
109914	豆包或推出收费模式	商业航天+数据中心+氢能源+海工装备行业原因： 1月30日，国家能源局举行新闻发布会。国金证券指出，氢能被司局级官员累计提及33次，成为核心关键词。发布会系统总结了“十四五”氢能产业从规划到试点、标准建设的“有序破局”，并定调“十五五”：将氢能明确为“未来国家能源体系的重要组成部分”和必须培育的“新的经济增长点”。公司原因： 1、据2025年7月23日中集安瑞科微信公众号，子公司已向航天科技集团六院165所交付9台大型低温液氧储罐用于酒泉发射工位，2025年相关业务营业收入和在手订单超亿元人民币，跻身全球主要航空航天储存装备供应商。 2、据2026年2月2日机构调研，公司模块化数据中心在中东、东南亚累计交付超1000兆瓦、17000个模块，2024年马来西亚2312项目60MW仅用10个月建成，PUE<1.4，正为300MW AI/Cloud客户提供预制化服务。 3、根据2025年11月5日互动易：公司高度重视在轨道交通等新兴氢能应用领域的市场开拓，并已与中国中车集团建立了良好的合作关系。 4、据2026年2月2日机构调研，海工手持订单约55.5亿美元，排产至2027/2028年，2025年FPSO/FLNG等高端装备盈利能力大幅提升。	公司模块化数据中心产能由单基地扩至三大基地协同量产，聚焦机房、供配电、预冷、柴发全预制模块，交付能力全面提升，并加速东南亚市场布局	2026-03-10\|13.31\|2.31\|13.10\|13.45\|13.08\|509965;2026-03-11\|13.02\|-2.18\|13.26\|13.38\|12.90\|575636;2026-03-12\|13.04\|0.15\|12.92\|13.38\|12.69\|636250;2026-03-13\|12.28\|-5.83\|13.04\|13.10\|12.23\|772584;2026-03-16\|11.99\|-2.36\|12.44\|12.45\|11.64\|680625;2026-03-17\|11.73\|-2.17\|12.05\|12.15\|11.69\|453200;2026-03-18\|11.62\|-0.94\|11.79\|11.83\|11.44\|364912;2026-03-19\|11.00\|-5.34\|11.48\|11.56\|10.89\|472703;2026-03-20\|10.74\|-2.36\|11.00\|11.13\|10.67\|415752;2026-03-23\|10.55\|-1.77\|10.66\|10.78\|10.28\|678051;2026-03-24\|11.40\|8.06\|10.70\|11.43\|10.55\|865825;2026-03-25\|11.40\|0.00\|11.41\|11.68\|11.26\|549378;2026-03-26\|11.40\|0.00\|11.41\|11.68\|11.33\|477551;2026-03-27\|11.22\|-1.58\|11.25\|11.42\|11.12\|385170;2026-03-30\|11.23\|0.09\|11.08\|11.44\|10.99\|509461;2026-03-31\|10.83\|-3.56\|11.23\|11.37\|10.77\|710092;2026-04-01\|10.90\|0.65\|11.08\|11.18\|10.75\|799391;2026-04-02\|10.60\|-2.75\|10.84\|11.24\|10.50\|491775;2026-04-03\|10.74\|1.32\|10.59\|10.84\|10.33\|438487;2026-04-07\|11.15\|3.82\|10.70\|11.42\|10.66\|589832;2026-04-08\|11.66\|4.57\|11.29\|11.68\|11.21\|765134;2026-04-09\|11.57\|-0.77\|11.53\|11.83\|11.45\|403820;2026-04-10\|11.91\|2.94\|11.58\|12.20\|11.57\|598505;2026-04-13\|11.82\|-0.76\|11.81\|12.25\|11.78\|447987;2026-04-14\|11.72\|-0.85\|11.85\|11.92\|11.45\|456944;2026-04-15\|11.88\|1.37\|11.78\|12.22\|11.73\|468410;2026-04-16\|12.10\|1.85\|11.83\|12.24\|11.83\|456095;2026-04-17\|11.64\|-3.80\|12.06\|12.11\|11.60\|400717;2026-04-20\|11.45\|-1.63\|11.50\|11.52\|10.80\|697233;2026-04-21\|11.35\|-0.87\|11.43\|11.76\|11.13\|774296;2026-04-22\|11.60\|2.20\|11.30\|11.68\|10.99\|702364;2026-04-23\|11.34\|-2.24\|11.64\|11.64\|11.16\|379580;2026-04-24\|11.11\|-2.03\|11.30\|11.42\|10.83\|487908;2026-04-27\|11.16\|0.45\|11.10\|11.31\|11.01\|334666;2026-04-28\|11.30\|1.25\|11.10\|11.37\|11.07\|393951;2026-04-29\|12.43\|10.00\|11.12\|12.43\|11.03\|866283;2026-04-30\|12.39\|-0.32\|12.52\|12.60\|12.05\|745190;2026-05-06\|13.36\|7.83\|12.50\|13.63\|12.23\|1194557;2026-05-07\|13.21\|-1.12\|13.37\|13.65\|13.11\|858738;2026-05-08\|12.81\|-3.03\|13.21\|13.40\|12.69\|566306;2026-05-11\|13.20\|3.04\|12.90\|13.35\|12.72\|607140;2026-05-12\|12.84\|-2.73\|13.20\|13.32\|12.77\|381713;2026-05-13\|13.02\|1.40\|12.68\|13.12\|12.57\|447352;2026-05-14\|12.60\|-3.23\|13.02\|13.05\|12.60\|420317;2026-05-15\|12.13\|-3.73\|12.55\|12.85\|12.04\|456477;2026-05-18\|11.53\|-4.95\|11.97\|12.17\|11.22\|679661;2026-05-19\|11.64\|0.95\|11.56\|11.96\|11.41\|531731;2026-05-20\|11.32\|-2.75\|11.55\|11.73\|11.16\|618851;2026-05-21\|10.19\|-9.98\|10.89\|11.10\|10.19\|1618099;2026-05-22\|10.33\|1.37\|10.32\|10.38\|9.76\|806777;2026-05-25\|10.12\|-2.03\|10.34\|10.60\|10.08\|479096;2026-05-26\|10.11\|-0.10\|10.13\|10.18\|9.80\|710056;2026-05-27\|10.34\|2.27\|10.11\|10.66\|10.05\|873017;2026-05-28\|11.15\|7.83\|10.20\|11.22\|10.05\|917960;2026-05-29\|11.02\|-1.17\|11.15\|11.43\|10.89\|538021;2026-06-01\|10.81\|-1.91\|11.02\|11.19\|10.74\|396557;2026-06-02\|10.48\|-3.05\|10.81\|10.90\|10.34\|403890;2026-06-03\|10.56\|0.76\|10.44\|10.72\|10.35\|276128;2026-06-04\|10.09\|-4.45\|10.59\|10.64\|10.04\|398569;2026-06-05\|9.87\|-2.18\|10.12\|10.23\|9.77\|331634;2026-06-08\|9.43\|-4.46\|9.67\|9.80\|9.31\|416138;2026-06-09\|9.40\|-0.32\|9.60\|9.60\|8.74\|996318;2026-06-10\|9.25\|-1.60\|9.27\|9.61\|9.05\|448125;2026-06-11\|9.26\|0.11\|9.16\|9.33\|8.96\|386014;2026-06-12\|8.97\|-3.13\|9.29\|9.38\|8.91\|656609;2026-06-15\|9.40\|4.79\|9.05\|9.41\|9.05\|584517;2026-06-16\|9.16\|-2.55\|9.39\|9.39\|9.00\|359884;2026-06-17\|9.09\|-0.76\|9.15\|9.38\|9.01\|394316;2026-06-18\|8.88\|-2.31\|9.09\|9.28\|8.84\|540773;2026-06-22\|8.98\|1.13\|8.76\|8.99\|8.55\|515269;2026-06-23\|8.53\|-5.01\|8.90\|8.96\|8.50\|475846;2026-06-24\|8.77\|2.81\|8.53\|9.04\|8.49\|604362;2026-06-25\|8.81\|0.46\|8.75\|9.04\|8.63\|481145;2026-06-26\|8.43\|-4.31\|8.81\|8.84\|8.38\|451201;2026-06-29\|8.19\|-2.85\|8.39\|8.40\|8.00\|435120;2026-06-30\|8.11\|-0.98\|8.20\|8.20\|8.05\|278489;2026-07-01\|8.09\|-0.25\|8.11\|8.20\|7.93\|315872;2026-07-02\|7.86\|-2.84\|8.06\|8.13\|7.86\|378342;2026-07-03\|8.26\|5.09\|7.94\|8.39\|7.86\|536102;2026-07-06\|8.19\|-0.85\|8.31\|8.41\|8.10\|329337;2026-07-07\|7.96\|-2.81\|8.22\|8.27\|7.91\|259999;2026-07-08\|7.90\|-0.75\|7.96\|8.15\|7.86\|293927;2026-07-09\|8.08\|2.28\|7.86\|8.14\|7.80\|359663;2026-07-10\|8.20\|1.49\|8.13\|8.39\|7.87\|417742;2026-07-13\|7.64\|-6.83\|8.12\|8.18\|7.61\|501039;2026-07-14\|7.70\|0.79\|7.66\|7.71\|7.51\|333670;2026-07-15\|7.70\|0.00\|7.67\|7.80\|7.61\|262066;2026-07-16\|7.53\|-2.21\|7.65\|7.70\|7.49\|359690;2026-07-17\|7.45\|-1.06\|7.53\|7.68\|7.36\|435471
109913	豆包或推出收费模式	算力订单+国产算力+运营商合作行业原因：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2月11日公告，公司累计签订算力服务订单已超24亿元，客户覆盖三大运营商及云服务商。 2、据2026年2月11日公告，公司拟募资10亿元建设国产AI芯片智能算力中心，切入政府及央国企安全敏感客户市场。 3、据2026年3月4日公告，子公司深圳兆能预中标中国移动2026年智能家庭网关紧急集采，巩固运营商核心供应商地位。	公司计划建设以国产AI芯片为支撑的智能算力中心，与国产芯片厂商深度绑定，形成差异化竞争优势	2026-03-10\|32.64\|0.90\|32.41\|33.28\|31.89\|96769;2026-03-11\|32.17\|-1.44\|32.48\|32.99\|32.15\|64253;2026-03-12\|31.71\|-1.43\|32.15\|32.27\|31.41\|43571;2026-03-13\|30.25\|-4.60\|31.33\|31.68\|30.16\|51661;2026-03-16\|30.69\|1.45\|30.26\|30.70\|29.75\|33634;2026-03-17\|29.37\|-4.30\|30.94\|30.95\|29.28\|47732;2026-03-18\|35.24\|19.99\|29.88\|35.24\|29.88\|208515;2026-03-19\|35.00\|-0.68\|36.01\|37.00\|34.60\|305497;2026-03-20\|32.89\|-6.03\|34.82\|35.49\|32.70\|209002;2026-03-23\|31.30\|-4.83\|31.82\|32.39\|31.06\|126312;2026-03-24\|33.40\|6.71\|32.00\|34.58\|30.72\|229354;2026-03-25\|33.90\|1.50\|33.11\|34.68\|33.11\|179931;2026-03-26\|32.69\|-3.57\|33.91\|34.08\|32.52\|112126;2026-03-27\|32.50\|-0.58\|32.23\|33.80\|31.92\|100779;2026-03-30\|33.22\|2.22\|31.80\|33.32\|31.18\|109033;2026-03-31\|32.10\|-3.37\|32.82\|33.40\|32.09\|78396;2026-04-01\|33.44\|4.17\|33.01\|33.90\|32.44\|135600;2026-04-02\|31.92\|-4.55\|33.31\|33.39\|31.60\|100316;2026-04-03\|31.69\|-0.72\|32.36\|33.12\|31.24\|90581;2026-04-07\|30.51\|-3.72\|31.63\|32.29\|30.18\|96353;2026-04-08\|36.61\|19.99\|31.62\|36.61\|31.62\|249477;2026-04-09\|34.96\|-4.51\|35.00\|35.50\|34.46\|248959;2026-04-10\|34.57\|-1.12\|35.04\|35.30\|34.49\|152718;2026-04-13\|34.63\|0.17\|34.18\|35.19\|34.11\|121887;2026-04-14\|35.29\|1.91\|35.60\|36.18\|34.93\|192250;2026-04-15\|34.84\|-1.28\|35.42\|35.60\|34.20\|124406;2026-04-16\|36.25\|4.05\|35.42\|36.80\|35.42\|220018;2026-04-17\|35.71\|-1.49\|36.30\|36.30\|34.91\|146945;2026-04-20\|36.77\|2.97\|35.98\|38.96\|35.98\|204443;2026-04-21\|35.31\|-3.97\|36.31\|36.40\|34.70\|114893;2026-04-22\|36.64\|3.77\|34.81\|36.80\|34.56\|131038;2026-04-23\|36.90\|0.71\|36.01\|37.80\|35.86\|140624;2026-04-24\|35.80\|-2.98\|36.52\|36.61\|34.87\|118507;2026-04-27\|34.45\|-3.77\|35.71\|36.00\|33.92\|94197;2026-04-28\|38.90\|12.92\|34.35\|40.03\|34.31\|304352;2026-04-29\|42.50\|9.25\|38.29\|43.70\|38.29\|259175;2026-04-30\|44.35\|4.35\|43.21\|44.96\|42.42\|223178;2026-05-06\|51.52\|16.17\|49.93\|53.22\|48.88\|381620;2026-05-07\|57.58\|11.76\|51.56\|58.42\|50.70\|353621;2026-05-08\|58.00\|0.73\|56.85\|58.99\|56.00\|263202;2026-05-11\|57.65\|-0.60\|56.96\|58.50\|53.47\|278977;2026-05-12\|57.39\|-0.45\|57.00\|59.84\|55.00\|224593;2026-05-13\|62.99\|9.76\|58.50\|65.00\|52.10\|358575;2026-05-14\|66.48\|5.54\|66.00\|68.68\|61.00\|354087;2026-05-15\|61.43\|-7.60\|64.00\|66.75\|60.71\|284647;2026-05-18\|68.60\|11.67\|64.02\|72.49\|64.02\|331005;2026-05-19\|65.89\|-3.95\|69.02\|73.34\|65.03\|326139;2026-05-20\|63.81\|-3.16\|65.73\|66.58\|62.61\|247987;2026-05-21\|59.41\|-6.90\|64.20\|66.50\|59.00\|224598;2026-05-22\|64.71\|8.92\|61.24\|65.00\|59.44\|227280;2026-05-25\|62.20\|-3.88\|65.00\|67.67\|57.73\|295289;2026-05-26\|54.01\|-13.17\|60.10\|60.90\|53.40\|253159;2026-05-27\|49.95\|-7.52\|53.90\|54.27\|49.25\|216363;2026-05-28\|49.62\|-0.66\|50.00\|52.45\|48.03\|177248;2026-05-29\|46.87\|-5.54\|49.33\|50.68\|46.00\|151529;2026-06-01\|45.43\|-3.07\|46.04\|47.41\|45.23\|110418;2026-06-02\|45.18\|-0.55\|45.99\|46.38\|43.33\|102140;2026-06-03\|45.37\|0.42\|44.87\|46.00\|44.00\|141690;2026-06-04\|45.88\|1.12\|44.50\|46.79\|43.88\|170312;2026-06-05\|45.12\|-1.66\|45.81\|48.60\|44.60\|190540;2026-06-08\|42.54\|-5.72\|43.63\|44.56\|41.89\|149965;2026-06-09\|43.00\|1.08\|43.62\|43.68\|41.50\|113224;2026-06-10\|41.31\|-3.93\|42.24\|42.90\|40.50\|119014;2026-06-11\|39.83\|-3.58\|41.00\|41.20\|39.00\|101906;2026-06-12\|38.99\|-2.11\|40.45\|41.10\|38.94\|91414;2026-06-15\|41.58\|6.64\|39.86\|41.70\|39.61\|105458;2026-06-16\|42.50\|2.21\|41.68\|43.25\|40.88\|112760;2026-06-17\|43.73\|2.89\|42.51\|44.33\|42.11\|151014;2026-06-18\|46.10\|5.42\|44.90\|47.46\|44.01\|278697;2026-06-22\|49.17\|6.66\|45.71\|49.71\|45.09\|278616;2026-06-23\|46.33\|-5.78\|48.00\|49.10\|45.88\|213144;2026-06-24\|51.62\|11.42\|46.84\|52.00\|44.80\|292740;2026-06-25\|49.31\|-4.47\|51.20\|55.00\|48.84\|293082;2026-06-26\|45.97\|-6.77\|48.70\|48.79\|43.87\|234837;2026-06-29\|42.83\|-6.83\|45.52\|46.84\|41.85\|174047;2026-06-30\|45.66\|6.61\|42.81\|46.93\|41.70\|163484;2026-07-01\|45.71\|0.11\|45.66\|46.67\|44.14\|157555;2026-07-02\|42.20\|-7.68\|43.49\|44.76\|42.00\|128296;2026-07-03\|41.27\|-2.20\|42.18\|43.26\|41.20\|86344;2026-07-06\|39.12\|-5.21\|41.19\|41.55\|38.50\|93933;2026-07-07\|37.02\|-5.37\|39.08\|39.38\|36.36\|78247;2026-07-08\|37.17\|0.41\|37.10\|39.21\|36.20\|121406;2026-07-09\|37.92\|2.02\|37.74\|38.27\|35.67\|107436;2026-07-10\|37.43\|-1.29\|37.48\|39.80\|37.40\|107854;2026-07-13\|34.16\|-8.74\|37.48\|38.08\|34.00\|88706;2026-07-14\|34.19\|0.09\|34.18\|35.15\|32.33\|87325;2026-07-15\|33.38\|-2.37\|34.32\|34.86\|33.09\|58909;2026-07-16\|32.32\|-3.18\|32.80\|34.17\|32.07\|68638;2026-07-17\|29.49\|-8.76\|32.50\|32.50\|28.90\|90600
109912	豆包或推出收费模式	算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 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6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-03-10\|8.80\|2.92\|8.59\|8.85\|8.51\|498526;2026-03-11\|9.49\|7.84\|8.82\|9.68\|8.82\|1181899;2026-03-12\|9.30\|-2.00\|9.67\|9.70\|9.28\|762143;2026-03-13\|9.00\|-3.23\|9.32\|9.34\|8.97\|517046;2026-03-16\|8.85\|-1.67\|9.02\|9.10\|8.73\|462132;2026-03-17\|8.79\|-0.68\|8.88\|9.08\|8.78\|329898;2026-03-18\|8.76\|-0.34\|8.80\|8.84\|8.60\|319712;2026-03-19\|8.69\|-0.80\|8.68\|8.79\|8.52\|380413;2026-03-20\|8.44\|-2.88\|8.76\|8.87\|8.40\|401226;2026-03-23\|8.28\|-1.90\|8.25\|8.55\|8.16\|452797;2026-03-24\|8.63\|4.23\|8.39\|8.64\|8.25\|350298;2026-03-25\|9.00\|4.29\|8.71\|9.44\|8.71\|770411;2026-03-26\|8.95\|-0.56\|8.98\|9.17\|8.88\|429351;2026-03-27\|9.01\|0.67\|8.90\|9.12\|8.81\|446620;2026-03-30\|8.74\|-3.00\|8.91\|9.05\|8.70\|418461;2026-03-31\|8.51\|-2.63\|8.74\|9.20\|8.50\|615891;2026-04-01\|9.12\|7.17\|8.98\|9.36\|8.76\|2004974;2026-04-02\|9.31\|2.08\|9.03\|9.70\|9.01\|1405157;2026-04-03\|9.01\|-3.22\|9.26\|9.44\|8.85\|805053;2026-04-07\|9.19\|2.00\|9.11\|9.35\|8.88\|860695;2026-04-08\|9.37\|1.96\|9.45\|9.49\|9.06\|1040862;2026-04-09\|9.50\|1.39\|9.37\|9.74\|9.22\|737384;2026-04-10\|10.24\|7.79\|9.70\|10.45\|9.52\|2212262;2026-04-13\|10.63\|3.81\|10.45\|10.88\|10.23\|1790812;2026-04-14\|11.69\|9.97\|11.54\|11.69\|11.20\|2665083;2026-04-15\|11.88\|1.63\|12.18\|12.28\|11.44\|2862101;2026-04-16\|13.07\|10.02\|12.34\|13.07\|12.15\|1543648;2026-04-17\|14.00\|7.12\|14.01\|14.30\|13.31\|3539556;2026-04-20\|14.10\|0.71\|14.19\|14.58\|13.47\|2720602;2026-04-21\|13.45\|-4.61\|13.61\|13.71\|12.95\|2097957;2026-04-22\|13.65\|1.49\|13.21\|13.87\|12.30\|3130161;2026-04-23\|13.73\|0.59\|13.60\|14.10\|12.88\|2235601;2026-04-24\|12.95\|-5.68\|13.26\|13.40\|12.36\|2559783;2026-04-27\|12.89\|-0.46\|12.48\|13.05\|12.48\|1508955;2026-04-28\|14.18\|10.01\|13.00\|14.18\|12.90\|1978531;2026-04-29\|14.11\|-0.49\|13.70\|14.81\|13.40\|2961044;2026-04-30\|13.57\|-3.83\|14.23\|14.34\|13.35\|2062042;2026-05-06\|14.93\|10.02\|14.30\|14.93\|13.85\|2910878;2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926;2026-07-13\|8.23\|-8.04\|9.00\|9.06\|8.14\|904466;2026-07-14\|8.26\|0.36\|8.30\|8.48\|7.96\|656916;2026-07-15\|8.08\|-2.18\|8.30\|8.48\|7.97\|648416;2026-07-16\|8.04\|-0.49\|8.00\|8.44\|7.97\|741664;2026-07-17\|7.32\|-8.96\|8.04\|8.04\|7.25\|900300
109911	豆包或推出收费模式	算电协同+绿电+天津国资行业原因：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2025年半年度评估报告，公司布局“电算协同”，建设高端算力基础设施及管理平台，金开伊吾算力集群已开机点亮，并与无问芯穹签署算力服务合同，预计年含税收入6912万元。 2、据2026年4月18日年报，公司主营光伏、风电，并网装机5.85GW，重点布局津冀、长三角、珠三角等电价优势区域，并推进“绿电+高载能产业”融合。 3、据2026年4月18日年报，公司最终控制人为天津市国资委，具备地方国企背景。	国内风光发电领域重要运营商；新疆哈密智算中心是旗下公司探索绿电结合算力领域打造的大型数据中心，总占地 9,504 平方米，总算力80000P以上	2026-03-10\|9.66\|2.11\|10.41\|10.41\|9.39\|6754614;2026-03-11\|9.88\|2.28\|9.66\|10.22\|9.05\|5407428;2026-03-12\|10.87\|10.02\|9.81\|10.87\|9.81\|4690316;2026-03-13\|10.15\|-6.62\|10.90\|11.18\|10.02\|5001465;2026-03-16\|10.65\|4.93\|10.00\|10.77\|9.15\|4723891;2026-03-17\|9.70\|-8.92\|10.36\|10.48\|9.63\|3818866;2026-03-18\|10.45\|7.73\|9.79\|10.67\|9.79\|5644507;2026-03-19\|11.11\|6.32\|10.05\|11.50\|10.05\|6697935;2026-03-20\|10.71\|-3.60\|10.88\|12.20\|10.58\|6748118;2026-03-23\|10.06\|-6.07\|10.38\|11.40\|9.90\|5770322;2026-03-24\|11.07\|10.04\|10.21\|11.07\|9.50\|6134631;2026-03-25\|11.25\|1.63\|11.42\|11.65\|11.05\|7012999;2026-03-26\|10.44\|-7.20\|10.89\|11.70\|10.41\|5614324;2026-03-27\|10.08\|-3.45\|10.33\|10.55\|9.83\|4473706;2026-03-30\|9.15\|-9.23\|9.72\|9.82\|9.07\|4034391;2026-03-31\|8.78\|-4.04\|9.25\|9.45\|8.77\|3156607;2026-04-01\|9.04\|2.96\|9.00\|9.28\|8.68\|3285829;2026-04-02\|8.28\|-8.41\|8.90\|8.95\|8.22\|3324012;2026-04-03\|7.92\|-4.35\|8.30\|8.34\|7.85\|2462330;2026-04-07\|8.08\|2.02\|8.04\|8.20\|7.85\|2009157;2026-04-08\|8.31\|2.85\|8.22\|8.39\|8.15\|2271699;2026-04-09\|8.09\|-2.65\|8.20\|8.23\|8.04\|1636867;2026-04-10\|7.99\|-1.24\|8.20\|8.24\|7.95\|1628266;2026-04-13\|8.26\|3.38\|7.90\|8.28\|7.89\|2105415;2026-04-14\|8.37\|1.33\|8.30\|8.59\|8.25\|2424207;2026-04-15\|8.84\|5.62\|8.44\|9.09\|8.17\|4049416;2026-04-16\|8.86\|0.23\|8.76\|9.09\|8.41\|3840059;2026-04-17\|9.08\|2.48\|8.71\|9.30\|8.71\|3358484;2026-04-20\|9.39\|3.41\|8.90\|9.45\|8.85\|3995967;2026-04-21\|9.12\|-2.88\|9.40\|9.53\|8.85\|3568933;2026-04-22\|9.04\|-0.88\|8.93\|9.35\|8.90\|2549783;2026-04-23\|9.58\|5.97\|9.19\|9.89\|8.95\|4148719;2026-04-24\|8.88\|-7.31\|9.39\|9.50\|8.87\|2839109;2026-04-27\|8.57\|-3.49\|8.61\|8.81\|8.21\|1866738;2026-04-28\|8.34\|-2.68\|8.45\|8.69\|8.25\|1724439;2026-04-29\|8.67\|3.96\|8.25\|8.88\|8.18\|2255257;2026-04-30\|7.80\|-10.03\|8.35\|8.47\|7.80\|2647864;2026-05-06\|8.58\|10.00\|7.80\|8.58\|7.79\|2835970;2026-05-07\|8.85\|3.15\|8.60\|8.94\|8.47\|2666566;2026-05-08\|8.78\|-0.79\|8.74\|8.97\|8.65\|2005289;2026-05-11\|8.82\|0.46\|8.96\|9.16\|8.77\|1919458;2026-05-12\|9.00\|2.04\|8.80\|9.17\|8.50\|2692538;2026-05-13\|9.45\|5.00\|9.15\|9.82\|9.14\|3700996;2026-05-14\|8.96\|-5.19\|9.54\|9.98\|8.95\|3445610;2026-05-15\|8.49\|-5.25\|8.78\|9.03\|8.38\|2439351;2026-05-18\|8.36\|-1.53\|8.33\|8.70\|8.30\|1358100;2026-05-19\|8.73\|4.43\|8.32\|8.98\|8.09\|2100292;2026-05-20\|8.14\|-6.76\|8.58\|8.58\|8.01\|1848387;2026-05-21\|8.17\|0.37\|8.02\|8.60\|8.01\|1581675;2026-05-22\|8.13\|-0.49\|8.08\|8.22\|7.92\|1057112;2026-05-25\|8.41\|3.44\|8.15\|8.58\|8.15\|1676267;2026-05-26\|8.06\|-4.16\|8.33\|8.33\|7.98\|1297048;2026-05-27\|8.05\|-0.12\|7.98\|8.16\|7.85\|1116329;2026-05-28\|8.17\|1.49\|8.09\|8.33\|8.01\|1359969;2026-05-29\|8.11\|-0.73\|8.14\|8.45\|8.03\|1631494;2026-06-01\|8.15\|0.49\|8.23\|8.26\|7.61\|1461816;2026-06-02\|7.99\|-1.96\|8.01\|8.14\|7.66\|1432137;2026-06-03\|8.25\|3.25\|7.90\|8.49\|7.71\|2373516;2026-06-04\|8.62\|4.48\|8.11\|8.74\|8.06\|2731853;2026-06-05\|8.05\|-6.61\|8.50\|8.80\|8.01\|2427157;2026-06-08\|7.33\|-8.94\|7.70\|7.98\|7.32\|1494343;2026-06-09\|7.17\|-2.18\|7.43\|7.49\|6.96\|1299684;2026-06-10\|6.58\|-8.23\|7.07\|7.08\|6.52\|1406484;2026-06-11\|6.40\|-2.74\|6.50\|6.62\|6.33\|939539;2026-06-12\|6.56\|2.50\|6.53\|6.69\|6.38\|1059656;2026-06-15\|6.74\|2.74\|6.57\|6.75\|6.53\|768936;2026-06-16\|6.85\|1.63\|6.69\|6.98\|6.67\|865811;2026-06-17\|6.67\|-2.63\|6.90\|6.93\|6.62\|902859;2026-06-18\|6.55\|-1.80\|6.62\|6.70\|6.52\|792129;2026-06-22\|6.46\|-1.37\|6.51\|6.55\|6.37\|874911;2026-06-23\|6.35\|-1.70\|6.41\|6.46\|6.31\|768881;2026-06-24\|6.50\|2.36\|6.40\|6.52\|6.28\|881749;2026-06-25\|6.62\|1.85\|6.41\|6.66\|6.36\|915582;2026-06-26\|6.37\|-3.78\|6.71\|7.02\|6.36\|1379676;2026-06-29\|6.32\|-0.78\|6.32\|6.50\|6.12\|923308;2026-06-30\|6.25\|-1.11\|6.25\|6.40\|6.14\|701412;2026-07-01\|6.28\|0.48\|6.23\|6.35\|6.15\|762793;2026-07-02\|6.13\|-2.39\|6.20\|6.40\|6.10\|932564;2026-07-03\|6.04\|-1.47\|6.15\|6.17\|5.89\|901737;2026-07-06\|5.92\|-1.99\|6.00\|6.10\|5.92\|522870;2026-07-07\|5.68\|-4.05\|5.90\|5.92\|5.68\|556835;2026-07-08\|5.56\|-2.11\|5.72\|5.72\|5.55\|445651;2026-07-09\|5.55\|-0.18\|5.54\|5.60\|5.39\|515509;2026-07-10\|6.11\|10.09\|5.60\|6.11\|5.49\|936257;2026-07-13\|6.36\|4.09\|6.17\|6.68\|6.17\|2194724;2026-07-14\|6.08\|-4.40\|6.30\|6.43\|6.01\|1374836;2026-07-15\|6.00\|-1.32\|5.91\|6.15\|5.88\|924925;2026-07-16\|5.87\|-2.17\|5.91\|6.02\|5.85\|632691;2026-07-17\|5.67\|-3.41\|5.85\|5.93\|5.56\|1042899
109910	豆包或推出收费模式	算电协同+东数西算+扭亏为盈+央企行业原因：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4日投资者关系活动记录表，公司位于东数西算八大节点中卫市，E 1、E 3、C1数据中心已交付，IT功率约50MW，B 1、B 3、C3土建完成并储备客户，110电站同步建设。 2、据2026年1月31日公告，预计2025年净利润5100–7600万元，同比扭亏，主因关停亏损造纸业务并推进精益运营。 3、据2025年8月19日半年报，公司聚焦绿色低碳数据中心，提供机架出租、网络接入及运维服务，已合作电信、美团、北龙超算等客户。 4、据2025年半年报及2026年3月13日互动易，公司最终控制人为国务院国资委，属中央国有企业。	公司表示数据中心项目建设按规划有序推进中	2026-03-10\|17.90\|-0.22\|19.01\|19.73\|17.60\|2753879;2026-03-11\|17.73\|-0.95\|18.17\|18.54\|17.51\|2138688;2026-03-12\|18.84\|6.26\|17.62\|19.11\|17.62\|2327571;2026-03-13\|16.96\|-9.98\|18.10\|18.13\|16.96\|1093565;2026-03-16\|16.65\|-1.83\|15.78\|16.82\|15.66\|1304884;2026-03-17\|15.96\|-4.14\|16.66\|16.71\|15.94\|890695;2026-03-18\|17.56\|10.03\|16.00\|17.56\|16.00\|787494;2026-03-19\|19.32\|10.02\|18.22\|19.32\|18.22\|717122;2026-03-20\|18.95\|-1.92\|19.47\|20.59\|18.95\|2796516;2026-03-23\|19.40\|2.37\|19.03\|19.90\|18.38\|2066531;2026-03-24\|20.56\|5.98\|19.41\|21.34\|18.61\|2360298;2026-03-25\|21.29\|3.55\|20.81\|22.62\|20.81\|2332314;2026-03-26\|20.12\|-5.50\|20.60\|21.23\|20.10\|1696445;2026-03-27\|20.29\|0.84\|19.23\|20.99\|19.23\|1354574;2026-03-30\|20.03\|-1.28\|19.55\|20.23\|19.11\|1127855;2026-03-31\|18.82\|-6.04\|19.70\|19.82\|18.81\|1062155;2026-04-01\|20.70\|9.99\|19.33\|20.70\|19.18\|700601;2026-04-02\|19.66\|-5.02\|20.44\|20.50\|19.36\|1095322;2026-04-03\|19.37\|-1.48\|20.25\|20.62\|19.13\|1658434;2026-04-07\|19.06\|-1.60\|18.56\|19.78\|17.94\|1199894;2026-04-08\|20.31\|6.56\|19.64\|20.47\|19.53\|1480120;2026-04-09\|20.09\|-1.08\|20.74\|21.12\|19.85\|1581628;2026-04-10\|19.18\|-4.53\|20.41\|20.44\|19.07\|1179057;2026-04-13\|20.28\|5.74\|18.60\|20.66\|18.35\|1453044;2026-04-14\|20.91\|3.11\|20.65\|21.30\|20.50\|1622043;2026-04-15\|20.19\|-3.44\|20.87\|20.88\|20.02\|1112132;2026-04-16\|22.21\|10.01\|20.18\|22.21\|20.16\|774701;2026-04-17\|21.60\|-2.75\|23.00\|23.10\|21.40\|1783002;2026-04-20\|21.95\|1.62\|21.62\|22.10\|21.34\|1509227;2026-04-21\|20.89\|-4.83\|21.50\|21.50\|20.21\|1212964;2026-04-22\|21.12\|1.10\|20.73\|21.21\|20.11\|1275033;2026-04-23\|20.37\|-3.55\|20.86\|21.70\|20.25\|1065380;2026-04-24\|19.17\|-5.89\|20.77\|20.78\|18.76\|1013690;2026-04-27\|19.64\|2.45\|18.98\|20.27\|18.58\|837164;2026-04-28\|20.09\|2.29\|19.30\|20.29\|19.22\|863639;2026-04-29\|19.86\|-1.14\|19.61\|20.55\|19.31\|928143;2026-04-30\|19.02\|-4.23\|19.80\|20.11\|19.00\|814917;2026-05-06\|20.92\|9.99\|20.51\|20.92\|20.51\|819855;2026-05-07\|22.13\|5.78\|21.40\|23.00\|21.10\|2220246;2026-05-08\|22.96\|3.75\|21.93\|23.45\|21.60\|1686330;2026-05-11\|21.84\|-4.88\|22.98\|22.98\|21.70\|1359189;2026-05-12\|21.34\|-2.29\|21.87\|22.06\|21.07\|875152;2026-05-13\|22.47\|5.30\|21.05\|22.80\|20.82\|1386245;2026-05-14\|21.34\|-5.03\|22.51\|22.77\|21.30\|1004399;2026-05-15\|21.04\|-1.41\|21.36\|22.44\|20.80\|977356;2026-05-18\|20.75\|-1.38\|20.94\|21.77\|20.53\|677365;2026-05-19\|21.12\|1.78\|20.55\|21.13\|20.00\|753624;2026-05-20\|20.11\|-4.78\|20.80\|21.08\|20.00\|684405;2026-05-21\|18.65\|-7.26\|19.99\|20.15\|18.50\|807717;2026-05-22\|19.19\|2.90\|18.80\|19.27\|18.27\|588746;2026-05-25\|19.29\|0.52\|19.64\|19.68\|18.81\|561910;2026-05-26\|17.64\|-8.55\|18.86\|18.96\|17.40\|731051;2026-05-27\|16.52\|-6.35\|17.41\|17.42\|16.41\|665806;2026-05-28\|16.85\|2.00\|16.85\|17.13\|16.44\|493065;2026-05-29\|16.07\|-4.63\|16.86\|17.05\|15.96\|539392;2026-06-01\|16.22\|0.93\|16.01\|16.55\|15.92\|373268;2026-06-02\|16.07\|-0.92\|16.35\|16.48\|15.52\|425869;2026-06-03\|16.12\|0.31\|15.94\|16.49\|15.72\|439451;2026-06-04\|15.88\|-1.49\|15.95\|16.26\|15.71\|339541;2026-06-05\|15.69\|-1.20\|15.85\|16.07\|15.41\|347846;2026-06-08\|15.07\|-3.95\|15.12\|15.59\|14.78\|362271;2026-06-09\|15.34\|1.79\|15.31\|15.43\|15.07\|283258;2026-06-10\|16.87\|9.97\|15.67\|16.87\|15.67\|606819;2026-06-11\|15.66\|-7.17\|15.77\|16.46\|15.54\|766637;2026-06-12\|15.29\|-2.36\|15.89\|15.98\|15.18\|532884;2026-06-15\|16.01\|4.71\|15.48\|16.04\|15.40\|530235;2026-06-16\|16.30\|1.81\|16.06\|16.51\|15.70\|551446;2026-06-17\|17.28\|6.01\|16.49\|17.48\|16.18\|954431;2026-06-18\|17.06\|-1.27\|16.89\|17.44\|16.68\|669501;2026-06-22\|17.75\|4.04\|17.00\|18.27\|16.99\|772901;2026-06-23\|16.55\|-6.76\|17.29\|17.55\|16.45\|625097;2026-06-24\|16.99\|2.66\|16.28\|17.28\|15.55\|639691;2026-06-25\|15.85\|-6.71\|16.67\|16.84\|15.80\|545617;2026-06-26\|14.60\|-7.89\|15.52\|15.80\|14.58\|510236;2026-06-29\|14.10\|-3.42\|14.51\|14.76\|14.02\|389753;2026-06-30\|14.55\|3.19\|14.07\|14.77\|13.84\|445191;2026-07-01\|14.69\|0.96\|14.48\|15.18\|14.18\|510806;2026-07-02\|14.24\|-3.06\|14.49\|14.85\|14.21\|368331;2026-07-03\|13.86\|-2.67\|14.22\|14.44\|13.85\|340225;2026-07-06\|13.50\|-2.60\|13.85\|13.95\|13.42\|279480;2026-07-07\|13.00\|-3.70\|13.51\|13.56\|12.93\|258297;2026-07-08\|13.52\|4.00\|13.01\|13.92\|12.96\|590438;2026-07-09\|13.77\|1.85\|13.36\|13.85\|13.05\|515093;2026-07-10\|14.07\|2.18\|13.72\|14.40\|13.55\|531362;2026-07-13\|13.30\|-5.47\|13.95\|14.37\|13.18\|363827;2026-07-14\|13.16\|-1.05\|13.31\|13.51\|12.50\|361145;2026-07-15\|13.04\|-0.91\|13.08\|13.48\|12.96\|235252;2026-07-16\|12.93\|-0.84\|12.91\|13.36\|12.73\|267595;2026-07-17\|12.12\|-6.26\|12.79\|13.01\|11.97\|319809
109909	豆包或推出收费模式	液冷阀门+高出口占比+分红实施行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日年报及2025年9月2日互动易，公司阀门产品可应用于数据中心液冷系统的一次侧与二次侧管路，2025年度液冷相关产品营收占比约5%；据2026年5月8日互动易，公司目前在一次侧及二次侧已有现成产品；据2025年9月2日互动易，公司已为微软在印尼的数据中心提供产品。 2、据2026年4月29日年报，公司出口营收占比达75.50%，业务网络覆盖全球超过70个国家和地区，积累了多元化的国际客户基础。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股派发现金红利3.50元含税，已于2026年6月5日完成派息实施。	公司蝶阀、球阀等产品已用于数据中心一次侧冷却塔、管路及二次侧CDU，为微软在印尼的数据中心提供产品，相关产品主要销往北美和东南亚	2026-03-10\|21.40\|4.09\|20.82\|21.47\|20.61\|21850;2026-03-11\|20.67\|-3.41\|21.49\|22.19\|20.65\|41865;2026-03-12\|19.47\|-5.81\|20.82\|20.99\|19.21\|50463;2026-03-13\|19.02\|-2.31\|19.49\|19.53\|18.99\|32540;2026-03-16\|18.91\|-0.58\|19.25\|19.25\|18.30\|30538;2026-03-17\|18.38\|-2.80\|19.08\|19.10\|18.33\|18206;2026-03-18\|18.74\|1.96\|18.45\|18.74\|18.34\|21139;2026-03-19\|18.06\|-3.63\|18.48\|18.70\|17.96\|17562;2026-03-20\|17.55\|-2.82\|18.10\|18.52\|17.48\|25683;2026-03-23\|16.15\|-7.98\|17.27\|17.31\|15.95\|49620;2026-03-24\|16.79\|3.96\|17.10\|17.10\|16.11\|47469;2026-03-25\|16.86\|0.42\|16.92\|17.16\|16.79\|25130;2026-03-26\|16.67\|-1.13\|16.86\|17.01\|16.52\|18859;2026-03-27\|16.71\|0.24\|16.67\|16.89\|16.45\|30585;2026-03-30\|16.85\|0.84\|16.67\|16.99\|16.49\|22815;2026-03-31\|16.18\|-3.98\|16.85\|16.99\|16.06\|43361;2026-04-01\|16.63\|2.78\|16.33\|16.75\|16.33\|41542;2026-04-02\|16.19\|-2.65\|16.47\|16.60\|16.01\|26268;2026-04-03\|15.99\|-1.24\|16.32\|16.32\|15.85\|19442;2026-04-07\|15.99\|0.00\|16.08\|16.16\|15.90\|25699;2026-04-08\|16.97\|6.13\|16.36\|17.06\|16.15\|41795;2026-04-09\|16.82\|-0.88\|16.95\|16.95\|16.62\|28335;2026-04-10\|17.06\|1.43\|16.80\|17.25\|16.80\|23103;2026-04-13\|16.89\|-1.00\|16.98\|17.07\|16.71\|22489;2026-04-14\|18.02\|6.69\|16.96\|18.36\|16.85\|53121;2026-04-15\|18.34\|1.78\|18.41\|19.68\|18.30\|77390;2026-04-16\|18.06\|-1.53\|18.36\|18.55\|17.91\|55060;2026-04-17\|18.23\|0.94\|18.01\|18.50\|17.71\|44821;2026-04-20\|18.41\|0.99\|18.24\|18.84\|18.08\|41749;2026-04-21\|18.32\|-0.49\|18.26\|18.42\|17.80\|31576;2026-04-22\|18.55\|1.26\|18.32\|18.69\|18.08\|28531;2026-04-23\|18.08\|-2.53\|18.46\|18.70\|17.97\|25547;2026-04-24\|17.87\|-1.16\|18.04\|18.17\|17.74\|28563;2026-04-27\|17.98\|0.62\|17.81\|18.18\|17.67\|23988;2026-04-28\|18.24\|1.45\|17.98\|18.27\|17.73\|26849;2026-04-29\|17.88\|-1.97\|17.90\|18.16\|17.24\|59573;2026-04-30\|18.44\|3.13\|17.88\|18.83\|17.71\|51128;2026-05-06\|20.28\|9.98\|18.60\|20.28\|18.31\|96432;2026-05-07\|20.76\|2.37\|20.71\|21.08\|19.52\|106669;2026-05-08\|20.71\|-0.24\|20.78\|21.14\|20.51\|56455;2026-05-11\|20.62\|-0.43\|20.90\|21.00\|20.50\|51322;2026-05-12\|20.43\|-0.92\|20.42\|20.87\|20.28\|43460;2026-05-13\|20.75\|1.57\|20.43\|21.04\|20.26\|47659;2026-05-14\|20.42\|-1.59\|21.02\|21.02\|20.10\|43769;2026-05-15\|20.95\|2.60\|20.41\|21.30\|20.06\|68041;2026-05-18\|21.00\|0.24\|20.78\|21.25\|20.64\|55690;2026-05-19\|20.80\|-0.95\|21.27\|21.70\|20.46\|59745;2026-05-20\|21.77\|4.66\|20.65\|21.88\|20.54\|88199;2026-05-21\|20.87\|-4.13\|21.50\|22.27\|20.65\|80435;2026-05-22\|20.95\|0.38\|21.00\|21.30\|20.65\|45761;2026-05-25\|21.05\|0.48\|20.95\|23.05\|20.84\|48969;2026-05-26\|20.20\|-4.04\|21.32\|21.32\|20.01\|52010;2026-05-27\|18.95\|-6.19\|20.20\|20.39\|18.80\|69386;2026-05-28\|20.85\|10.03\|18.95\|20.85\|18.90\|73590;2026-05-29\|20.12\|-3.50\|21.27\|21.59\|19.95\|81762;2026-06-01\|22.13\|9.99\|20.30\|22.13\|20.03\|53918;2026-06-02\|22.81\|3.07\|21.96\|22.87\|21.50\|140869;2026-06-03\|22.57\|-1.05\|22.70\|23.27\|22.03\|100657;2026-06-04\|21.19\|-6.11\|21.73\|22.17\|20.96\|75067;2026-06-05\|20.85\|0.05\|20.64\|21.23\|20.01\|52514;2026-06-08\|19.62\|-5.90\|20.00\|20.53\|19.57\|58381;2026-06-09\|21.58\|9.99\|19.95\|21.58\|19.95\|43098;2026-06-10\|21.47\|-0.51\|21.79\|23.20\|21.25\|152900;2026-06-11\|21.00\|-2.19\|21.67\|21.81\|20.60\|85005;2026-06-12\|20.00\|-4.76\|21.42\|21.55\|19.92\|108700;2026-06-15\|21.02\|5.10\|20.01\|21.59\|20.01\|80229;2026-06-16\|20.46\|-2.66\|21.04\|21.38\|20.05\|93689;2026-06-17\|19.79\|-3.27\|20.31\|20.61\|19.50\|98592;2026-06-18\|20.19\|2.02\|19.74\|21.21\|19.60\|70868;2026-06-22\|19.51\|-3.37\|20.10\|20.40\|19.01\|93076;2026-06-23\|21.46\|9.99\|19.70\|21.46\|19.40\|137360;2026-06-24\|20.84\|-2.89\|21.46\|21.69\|20.01\|180484;2026-06-25\|20.74\|-0.48\|20.86\|21.15\|20.01\|121402;2026-06-26\|21.94\|5.79\|20.55\|22.33\|19.81\|207527;2026-06-29\|21.76\|-0.82\|21.94\|22.52\|21.20\|137399;2026-06-30\|22.31\|2.53\|21.54\|22.54\|21.46\|116913;2026-07-01\|23.23\|4.12\|22.22\|23.76\|22.02\|134481;2026-07-02\|21.58\|-7.10\|22.70\|23.00\|21.40\|125963;2026-07-03\|20.84\|-3.43\|21.74\|21.95\|20.71\|92752;2026-07-06\|21.15\|1.49\|20.69\|21.70\|20.13\|94273;2026-07-07\|20.39\|-3.59\|21.15\|21.46\|20.04\|73917;2026-07-08\|20.43\|0.20\|20.25\|21.30\|19.45\|83477;2026-07-09\|20.00\|-2.10\|20.44\|20.62\|19.17\|85699;2026-07-10\|19.86\|-0.70\|19.64\|20.58\|19.32\|74320;2026-07-13\|18.84\|-5.14\|19.50\|19.76\|18.81\|60296;2026-07-14\|18.98\|0.74\|18.81\|19.14\|18.36\|36596;2026-07-15\|18.56\|-2.21\|19.18\|19.25\|18.44\|30891;2026-07-16\|17.64\|-4.96\|18.43\|18.51\|17.61\|35932;2026-07-17\|16.21\|-8.11\|17.68\|17.70\|16.00\|48327
109908	豆包或推出收费模式	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司是国内电极箔行业龙头，掌握高端电极箔核心腐蚀工艺。铝电解电容器在电子电路中的核心用途是滤波和储能，根据英伟达，GB300的PSU相比于GB200新增了储能模块，其中铝电解电容器为核心组成部分。	2026-03-10\|32.00\|10.00\|29.66\|32.00\|29.12\|89656;2026-03-11\|32.19\|0.59\|32.69\|33.66\|31.95\|157808;2026-03-12\|32.15\|-0.12\|32.50\|33.23\|31.83\|107004;2026-03-13\|32.11\|-0.12\|31.81\|33.19\|30.86\|106017;2026-03-16\|32.50\|1.21\|32.64\|32.79\|30.39\|113636;2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423
109907	豆包或推出收费模式	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、全资子公司海南博创云天经营范围包含算力销售，公司表示并已基于RCS技术将产品应用于金融领域； 2、公司申请名称一种通过插片式安装的光通信无源器件专利	2026-03-10\|3.64\|0.83\|3.62\|3.67\|3.61\|152940;2026-03-11\|3.56\|-2.20\|3.64\|3.66\|3.55\|166344;2026-03-12\|3.50\|-1.69\|3.56\|3.60\|3.50\|166221;2026-03-13\|3.46\|-1.14\|3.51\|3.53\|3.44\|163052;2026-03-16\|3.45\|-0.29\|3.44\|3.50\|3.43\|122050;2026-03-17\|3.38\|-2.03\|3.47\|3.50\|3.36\|162015;2026-03-18\|3.42\|1.18\|3.38\|3.43\|3.35\|149222;2026-03-19\|3.34\|-2.34\|3.40\|3.42\|3.33\|162296;2026-03-20\|3.24\|-2.99\|3.34\|3.39\|3.23\|166665;2026-03-23\|3.04\|-6.17\|3.20\|3.21\|3.02\|262679;2026-03-24\|3.22\|5.92\|3.12\|3.24\|3.08\|244793;2026-03-25\|3.54\|9.94\|3.47\|3.54\|3.47\|234202;2026-03-26\|3.38\|-4.52\|3.51\|3.51\|3.31\|747711;2026-03-27\|3.41\|0.89\|3.27\|3.53\|3.26\|581305;2026-03-30\|3.48\|2.05\|3.35\|3.49\|3.32\|406186;2026-03-31\|3.36\|-3.45\|3.48\|3.53\|3.35\|273709;2026-04-01\|3.40\|1.19\|3.49\|3.50\|3.37\|265627;2026-04-02\|3.30\|-2.94\|3.39\|3.42\|3.28\|213699;2026-04-03\|3.20\|-3.03\|3.32\|3.36\|3.18\|168746;2026-04-07\|3.26\|1.88\|3.19\|3.28\|3.17\|153763;2026-04-08\|3.59\|10.12\|3.35\|3.59\|3.33\|306138;2026-04-09\|3.95\|10.03\|3.66\|3.95\|3.54\|1186611;2026-04-10\|4.35\|10.13\|4.35\|4.35\|4.10\|1790469;2026-04-13\|3.92\|-9.89\|4.28\|4.35\|3.92\|2171211;2026-04-14\|4.31\|9.95\|3.89\|4.31\|3.89\|1261655;2026-04-15\|4.74\|9.98\|4.32\|4.74\|4.03\|3184177;2026-04-16\|5.00\|5.49\|4.57\|5.21\|4.38\|3382775;2026-04-17\|5.29\|5.80\|4.85\|5.44\|4.81\|2756539;2026-04-20\|5.14\|-2.84\|5.42\|5.45\|5.03\|2555625;2026-04-21\|4.66\|-9.34\|4.76\|5.00\|4.63\|2135091;2026-04-22\|4.62\|-0.86\|4.45\|4.85\|4.42\|1633584;2026-04-23\|4.35\|-5.84\|4.58\|4.79\|4.26\|1779492;2026-04-24\|4.79\|10.11\|4.35\|4.79\|4.25\|2455425;2026-04-27\|4.46\|-6.89\|4.70\|4.75\|4.32\|2338465;2026-04-28\|4.91\|10.09\|4.46\|4.91\|4.45\|2483285;2026-04-29\|4.81\|-2.04\|4.82\|4.98\|4.71\|2379857;2026-04-30\|4.42\|-8.11\|4.69\|4.75\|4.37\|1754456;2026-05-06\|4.86\|9.95\|4.50\|4.86\|4.50\|1155626;2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245
109906	豆包或推出收费模式	液冷服务器+机器人+定增扩产行业原因：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5月20日异动公告，液冷业务有序开展，2025年度液冷系统及产品销售收入占营业收入比重为12.87%。受政策导向、市场需求变化、行业技术路线迭代及市场竞争格局变动等因素影响，客户开发、业务扩张、订单落地速度等均存在一定的波动和不确定性。 2、据2026年4月15日年报，2025年液冷系统及产品销售收入2.25亿元，同比增长77.76%，已为维谛技术、中兴通讯等数据中心客户批量供货。 3、据2025年8月4日互动易，公司巡检、清扫机器人及灵巧手产品已用于高危场景替代人工，契合机器人概念热点。 4、据2026年4月25日公告，公司拟向特定对象发行股票募资不超9.5亿元，用于液冷系统扩能及关键零部件产业化、储能系统建设，突破产能瓶颈并延伸产业链。	1、公司为数据中心、云计算、IDC、通信网络、人工智能领域提供液冷、温控技术及产品； 2、公司在储能、电力电网等领域可提供液冷产品与温控节能方案，公司SVG/SVC 液冷产品已应用于智能电网领域	2026-03-10\|20.83\|5.04\|20.40\|21.16\|20.10\|1037006;2026-03-11\|20.69\|-0.67\|20.63\|21.65\|20.37\|1057520;2026-03-12\|19.50\|-5.75\|20.60\|20.75\|19.26\|784785;2026-03-13\|18.70\|-4.10\|19.35\|19.60\|18.65\|534217;2026-03-16\|19.12\|2.25\|18.63\|19.80\|17.85\|712182;2026-03-17\|17.74\|-7.22\|19.13\|19.17\|17.71\|511054;2026-03-18\|18.70\|5.41\|18.21\|18.80\|17.93\|585839;2026-03-19\|18.03\|-3.58\|18.35\|18.58\|17.90\|392251;2026-03-20\|17.36\|-3.72\|18.36\|19.14\|17.35\|856368;2026-03-23\|16.28\|-6.22\|17.05\|17.36\|16.20\|534967;2026-03-24\|16.80\|3.19\|16.69\|16.95\|16.00\|451585;2026-03-25\|16.75\|-0.30\|16.89\|17.25\|16.61\|445561;2026-03-26\|16.05\|-4.18\|16.59\|16.63\|15.94\|348120;2026-03-27\|17.66\|10.03\|15.85\|17.66\|15.70\|482972;2026-03-30\|18.06\|2.27\|17.23\|18.68\|16.81\|1124193;2026-03-31\|17.10\|-5.32\|17.93\|18.11\|17.10\|648859;2026-04-01\|18.03\|5.44\|17.76\|18.25\|17.52\|677288;2026-04-02\|17.13\|-4.99\|17.73\|17.80\|17.00\|487947;2026-04-03\|17.71\|3.39\|17.33\|18.58\|16.95\|832097;2026-04-07\|18.33\|3.50\|17.74\|19.40\|17.74\|881934;2026-04-08\|19.14\|4.42\|18.90\|19.40\|18.56\|898550;2026-04-09\|19.22\|0.42\|18.74\|19.66\|18.74\|962877;2026-04-10\|19.12\|-0.52\|19.28\|20.10\|18.98\|1025755;2026-04-13\|19.03\|-0.47\|18.79\|19.76\|18.79\|755393;2026-04-14\|19.68\|3.42\|19.42\|19.76\|18.89\|981757;2026-04-15\|19.13\|-2.79\|19.30\|20.00\|18.80\|1004915;2026-04-16\|19.58\|2.35\|19.21\|19.89\|19.06\|714978;2026-04-17\|20.26\|3.47\|19.70\|21.01\|19.59\|1097129;2026-04-20\|20.64\|1.88\|20.99\|21.26\|20.32\|1055868;2026-04-21\|19.33\|-6.35\|19.88\|19.99\|19.10\|836928;2026-04-22\|19.58\|1.29\|19.15\|19.86\|18.85\|652379;2026-04-23\|18.95\|-3.22\|19.66\|19.90\|18.72\|518736;2026-04-24\|19.36\|2.16\|18.80\|20.33\|18.07\|905053;2026-04-27\|18.30\|-5.48\|19.03\|19.21\|17.87\|636268;2026-04-28\|17.48\|-4.48\|18.04\|18.19\|17.34\|462905;2026-04-29\|17.41\|-0.40\|17.24\|18.20\|17.24\|413029;2026-04-30\|17.30\|-0.63\|17.31\|17.57\|16.91\|393015;2026-05-06\|19.03\|10.00\|17.99\|19.03\|17.90\|504728;2026-05-07\|19.86\|4.36\|19.08\|20.12\|19.03\|840710;2026-05-08\|19.53\|-1.66\|19.59\|19.87\|19.38\|521486;2026-05-11\|19.63\|0.51\|19.70\|19.79\|19.28\|515004;2026-05-12\|19.39\|-1.22\|19.60\|19.87\|19.05\|399022;2026-05-13\|20.35\|4.95\|19.29\|20.57\|19.19\|687009;2026-05-14\|19.18\|-5.75\|20.30\|20.30\|19.17\|505218;2026-05-15\|18.74\|-2.29\|19.17\|19.56\|18.58\|419536;2026-05-18\|20.61\|9.98\|19.80\|20.61\|19.50\|420961;2026-05-19\|22.67\|10.00\|20.75\|22.67\|20.65\|757838;2026-05-20\|24.94\|10.01\|24.94\|24.94\|23.57\|607628;2026-05-21\|22.45\|-9.98\|24.56\|24.85\|22.45\|1567260;2026-05-22\|24.70\|10.02\|22.89\|24.70\|22.02\|1323245;2026-05-25\|24.10\|-2.43\|24.87\|24.96\|23.24\|1052989;2026-05-26\|22.04\|-8.55\|23.99\|24.03\|21.71\|883282;2026-05-27\|21.03\|-4.58\|21.69\|21.97\|20.75\|634134;2026-05-28\|21.75\|3.42\|20.71\|22.17\|20.57\|660180;2026-05-29\|20.83\|-4.23\|22.10\|22.68\|20.63\|578159;2026-06-01\|19.70\|-5.42\|21.05\|21.12\|19.62\|499901;2026-06-02\|19.92\|1.12\|19.81\|20.47\|19.14\|453554;2026-06-03\|19.83\|-0.45\|19.64\|20.99\|19.42\|542839;2026-06-04\|19.81\|-0.10\|19.42\|20.05\|19.20\|396398;2026-06-05\|19.00\|-4.09\|19.81\|20.00\|18.81\|473171;2026-06-08\|18.32\|-3.58\|18.05\|19.20\|18.05\|344643;2026-06-09\|19.93\|8.79\|18.91\|20.10\|18.78\|640616;2026-06-10\|20.60\|3.36\|20.11\|20.95\|19.93\|829131;2026-06-11\|20.81\|1.02\|20.01\|21.22\|19.88\|617756;2026-06-12\|20.94\|0.62\|20.99\|22.07\|20.85\|625353;2026-06-15\|21.08\|0.67\|21.20\|21.20\|20.16\|517214;2026-06-16\|21.17\|0.43\|20.91\|21.49\|20.70\|503654;2026-06-17\|21.09\|-0.38\|20.50\|21.23\|20.50\|375543;2026-06-18\|21.20\|0.52\|20.85\|21.71\|20.85\|475174;2026-06-22\|22.61\|6.65\|21.49\|23.32\|21.28\|1009722;2026-06-23\|23.06\|1.99\|23.28\|23.82\|22.50\|950285;2026-06-24\|23.20\|0.61\|22.41\|23.50\|22.00\|640687;2026-06-25\|23.43\|0.99\|23.21\|24.15\|22.88\|624372;2026-06-26\|22.88\|-2.35\|23.01\|23.94\|22.31\|497948;2026-06-29\|23.62\|3.23\|23.20\|24.09\|22.12\|621925;2026-06-30\|24.53\|3.85\|23.26\|24.80\|23.01\|661624;2026-07-01\|23.81\|-2.94\|24.80\|25.99\|23.30\|775945;2026-07-02\|23.96\|0.63\|22.80\|24.45\|22.45\|561532;2026-07-03\|23.26\|-2.92\|24.20\|24.86\|23.03\|566011;2026-07-06\|22.82\|-1.89\|23.30\|24.77\|22.80\|577693;2026-07-07\|22.40\|-1.84\|22.50\|23.80\|21.95\|495505;2026-07-08\|21.80\|-2.68\|22.47\|23.31\|21.40\|383535;2026-07-09\|22.58\|3.58\|21.88\|22.88\|20.84\|500064;2026-07-10\|23.74\|5.14\|22.91\|24.84\|22.59\|740575;2026-07-13\|21.37\|-9.98\|23.55\|24.17\|21.37\|494020;2026-07-14\|20.23\|-5.33\|21.09\|21.23\|19.23\|492448;2026-07-15\|20.37\|0.69\|20.30\|20.98\|19.66\|311890;2026-07-16\|19.61\|-3.73\|19.99\|20.71\|19.25\|265479;2026-07-17\|17.65\|-9.99\|19.52\|19.68\|17.65\|283941
109905	豆包或推出收费模式	算力租赁+IDC+东数西算行业原因：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22日年报，公司2024年起开展算力租赁，2025年前三季度收入1,123.20万元，占营收3.59%，并计划2026年重点推进张北一期产能爬坡，提升机柜上架率以释放收入。 2、据2026年4月22日年报，公司主营IDC及算力服务，数据中心位于京冀“东数西算”节点，2025年通过自建、收购、租赁持续扩大华北网络基础设施规模。 3、据2026年4月22日年报，公司确立“源网荷储一体化+AIDC定制化”战略，与大型互联网企业、云服务商签长协订单，锁定优质客户，提升收入确定性。	公司为国内AIDC（人工智能数据中心）服务商，已拥有北京核心区域优质的数据中心资源，正投建张北、太仆寺旗大型智算中心，绑定互联网头部客户	2026-03-10\|12.24\|0.41\|12.40\|12.67\|11.90\|3556233;2026-03-11\|11.97\|-2.21\|12.05\|12.42\|11.89\|2424115;2026-03-12\|11.79\|-1.50\|11.90\|12.36\|11.61\|2241988;2026-03-13\|10.86\|-7.89\|11.55\|11.60\|10.81\|2187146;2026-03-16\|10.71\|-1.38\|10.85\|10.88\|10.40\|1390469;2026-03-17\|10.71\|0.00\|10.84\|11.16\|10.56\|1624291;2026-03-18\|11.32\|5.70\|10.88\|11.34\|10.80\|2112799;2026-03-19\|11.56\|2.12\|11.01\|11.78\|11.00\|2392242;2026-03-20\|10.41\|-9.95\|11.39\|11.67\|10.40\|2339382;2026-03-23\|9.75\|-6.34\|9.89\|10.30\|9.68\|1446242;2026-03-24\|10.13\|3.90\|10.00\|10.18\|9.51\|1396340;2026-03-25\|11.14\|9.97\|10.21\|11.14\|10.21\|1085127;2026-03-26\|10.82\|-2.87\|11.14\|11.45\|10.76\|2372475;2026-03-27\|10.77\|-0.46\|10.77\|11.05\|10.40\|1500461;2026-03-30\|10.87\|0.93\|10.48\|10.95\|10.15\|1304299;2026-03-31\|10.68\|-1.75\|10.86\|11.18\|10.64\|1304675;2026-04-01\|10.96\|2.62\|10.98\|11.20\|10.83\|1582083;2026-04-02\|10.24\|-6.57\|10.83\|10.88\|10.13\|1433778;2026-04-03\|10.01\|-2.25\|10.41\|10.45\|9.94\|941376;2026-04-07\|9.88\|-1.30\|10.02\|10.08\|9.80\|728264;2026-04-08\|10.87\|10.02\|10.20\|10.87\|10.20\|877006;2026-04-09\|11.04\|1.56\|10.87\|11.10\|10.70\|2330995;2026-04-10\|10.96\|-0.72\|11.33\|11.36\|10.93\|1677558;2026-04-13\|11.20\|2.19\|10.91\|11.27\|10.80\|1642929;2026-04-14\|11.40\|1.79\|11.59\|11.96\|11.28\|2229416;2026-04-15\|11.14\|-2.28\|11.40\|11.51\|11.04\|1540841;2026-04-16\|11.48\|3.05\|11.14\|11.60\|11.13\|2163492;2026-04-17\|11.20\|-2.44\|11.30\|11.41\|11.10\|1467301;2026-04-20\|11.13\|-0.62\|11.10\|11.26\|11.01\|1181271;2026-04-21\|10.45\|-6.11\|11.03\|11.05\|10.28\|1660053;2026-04-22\|10.63\|1.72\|10.28\|10.65\|10.08\|1675066;2026-04-23\|10.76\|1.22\|10.45\|11.40\|10.40\|1849430;2026-04-24\|10.28\|-4.46\|10.49\|10.60\|10.11\|1376991;2026-04-27\|10.02\|-2.53\|10.15\|10.19\|9.92\|843115;2026-04-28\|9.67\|-3.49\|10.11\|10.11\|9.61\|1063045;2026-04-29\|9.73\|0.62\|9.50\|9.89\|9.50\|773681;2026-04-30\|10.07\|3.49\|9.45\|10.16\|9.42\|1637135;2026-05-06\|11.08\|10.03\|10.66\|11.08\|10.61\|2345167;2026-05-07\|11.37\|2.62\|11.08\|11.40\|10.93\|2403646;2026-05-08\|12.51\|10.03\|11.21\|12.51\|11.12\|3586740;2026-05-11\|13.02\|4.08\|13.09\|13.48\|12.38\|4049624;2026-05-12\|12.65\|-2.84\|12.91\|12.99\|12.41\|2531694;2026-05-13\|13.56\|7.19\|12.44\|13.79\|12.40\|3097592;2026-05-14\|13.18\|-2.80\|13.99\|14.58\|12.89\|3011058;2026-05-15\|12.85\|-2.50\|13.03\|13.88\|12.77\|2417978;2026-05-18\|12.57\|-2.18\|13.12\|13.16\|12.35\|1655763;2026-05-19\|13.08\|4.06\|12.58\|13.26\|12.10\|2232701;2026-05-20\|13.38\|2.29\|13.06\|14.00\|12.83\|2639768;2026-05-21\|12.42\|-7.17\|13.35\|13.99\|12.40\|3048906;2026-05-22\|12.88\|3.70\|12.62\|12.99\|12.22\|1913885;2026-05-25\|12.92\|0.31\|13.00\|13.08\|12.25\|1873557;2026-05-26\|11.63\|-9.98\|12.68\|12.68\|11.63\|1364878;2026-05-27\|10.86\|-6.62\|11.07\|11.54\|10.48\|2313063;2026-05-28\|11.95\|10.04\|11.95\|11.95\|11.95\|484672;2026-05-29\|10.85\|-9.21\|12.00\|12.17\|10.80\|2280320;2026-06-01\|10.44\|-3.78\|10.85\|11.09\|10.41\|1429602;2026-06-02\|10.39\|-0.48\|10.55\|10.88\|10.14\|1282074;2026-06-03\|10.82\|4.14\|10.20\|11.20\|10.12\|1996925;2026-06-04\|10.66\|-1.48\|10.58\|10.75\|10.40\|980456;2026-06-05\|10.57\|-0.84\|10.61\|11.05\|10.12\|1314274;2026-06-08\|9.98\|-5.58\|10.15\|10.42\|9.80\|1160764;2026-06-09\|10.19\|2.10\|10.18\|10.29\|9.93\|937976;2026-06-10\|9.95\|-2.36\|10.02\|10.52\|9.85\|1205107;2026-06-11\|9.43\|-5.23\|9.72\|9.84\|9.32\|1062204;2026-06-12\|9.35\|-0.85\|9.60\|9.68\|9.32\|868772;2026-06-15\|10.08\|7.81\|9.53\|10.13\|9.45\|1133785;2026-06-16\|10.02\|-0.60\|10.08\|10.13\|9.90\|777980;2026-06-17\|10.24\|2.20\|10.01\|10.58\|9.82\|1246656;2026-06-18\|10.21\|-0.29\|10.40\|10.54\|10.05\|1125727;2026-06-22\|10.37\|1.57\|10.06\|10.69\|10.05\|1198025;2026-06-23\|9.80\|-5.50\|10.30\|10.30\|9.65\|1147393;2026-06-24\|10.26\|4.69\|9.78\|10.50\|9.25\|1477453;2026-06-25\|10.10\|-1.56\|10.20\|10.55\|9.84\|1230255;2026-06-26\|9.40\|-6.93\|9.94\|9.95\|9.35\|1040840;2026-06-29\|9.49\|0.96\|9.30\|9.57\|8.83\|986744;2026-06-30\|10.24\|7.90\|9.38\|10.44\|9.30\|2191578;2026-07-01\|10.54\|2.93\|10.10\|10.99\|9.65\|2600316;2026-07-02\|9.68\|-8.16\|10.11\|10.22\|9.68\|1514494;2026-07-03\|9.60\|-0.83\|9.61\|9.87\|9.59\|725602;2026-07-06\|9.21\|-4.06\|9.51\|9.51\|9.16\|699514;2026-07-07\|8.93\|-3.04\|9.20\|9.26\|8.90\|524062;2026-07-08\|9.01\|0.90\|8.93\|9.22\|8.89\|619880;2026-07-09\|8.84\|-1.89\|9.20\|9.20\|8.40\|797602;2026-07-10\|8.71\|-1.47\|8.80\|9.14\|8.58\|798380;2026-07-13\|7.84\|-9.99\|8.65\|8.65\|7.84\|1029054;2026-07-14\|7.54\|-3.83\|7.80\|7.80\|7.21\|891953;2026-07-15\|7.59\|0.66\|7.50\|7.98\|7.38\|798395;2026-07-16\|7.30\|-3.82\|7.44\|7.64\|7.28\|576345;2026-07-17\|7.33\|0.41\|7.26\|7.64\|6.76\|1036119
109904	豆包或推出收费模式	铜箔+微通道冷板+固态电池+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。华西证券5月24日研报指出，在AI算力硬件爆发驱动下，RTF和HVLP等高端铜箔供不应求，行业已开启新一轮涨价潮，加工费普遍上调。公司原因： 1、据2026年5月27日投资者关系活动记录表，公司紧跟AI算力发展趋势，重点布局高纯高导无氧铜材、热管素材管、铲齿式微通道冷板组件等产品；2025年AI方向铜基材料销量从2024年3193吨提升至7326吨。 2、据2026年4月29日年报及2026年5月27日投资者关系活动记录表，公司是全球领先的铜加工企业，铜箔业务高速增长，2026年一季度甘肃海亮铜箔销量2.18万吨、同比增长155%，实现净利润1.2亿元。 3、据2026年5月27日投资者关系活动记录表，公司适配固态电池的高耐蚀性铜箔、微孔铜箔、无负极自生成式铜箔已具备量产出货能力，并获头部电池厂商认可。	1、公司在数据中心及AI算力领域，提供包括自研热管素材管、无氧铜材、异型铜排等在内的多种产品； 2、公司为中国最大铜管出口商，也是中国第二大铜管生产企业	2026-03-10\|13.70\|1.26\|13.63\|13.86\|13.56\|183247;2026-03-11\|13.87\|1.24\|13.71\|13.97\|13.57\|250844;2026-03-12\|13.57\|-2.16\|13.82\|14.50\|13.50\|329287;2026-03-13\|14.29\|5.31\|13.50\|14.58\|13.40\|505669;2026-03-16\|14.32\|0.21\|14.15\|14.48\|13.71\|439748;2026-03-17\|13.43\|-6.22\|14.34\|14.51\|13.40\|341118;2026-03-18\|13.85\|3.13\|13.42\|13.92\|13.03\|275982;2026-03-19\|13.26\|-4.26\|13.48\|13.55\|13.21\|206678;2026-03-20\|13.42\|1.21\|13.92\|14.18\|13.42\|358688;2026-03-23\|12.61\|-6.04\|13.26\|13.40\|12.51\|302793;2026-03-24\|12.57\|-0.32\|12.75\|13.00\|12.30\|222584;2026-03-25\|13.10\|4.22\|12.67\|13.40\|12.67\|321772;2026-03-26\|13.91\|6.18\|13.16\|14.07\|13.07\|532572;2026-03-27\|14.82\|6.54\|13.61\|15.01\|13.36\|610742;2026-03-30\|14.65\|-1.15\|14.59\|14.78\|14.15\|380652;2026-03-31\|13.90\|-5.12\|14.68\|14.72\|13.85\|337552;2026-04-01\|14.51\|4.39\|14.09\|14.62\|14.05\|389118;2026-04-02\|14.68\|1.17\|14.36\|14.85\|14.14\|269010;2026-04-03\|15.04\|2.45\|14.67\|15.40\|14.37\|379788;2026-04-07\|14.87\|-1.13\|15.04\|15.19\|14.69\|233705;2026-04-08\|15.10\|1.55\|15.17\|15.29\|14.96\|348761;2026-04-09\|15.14\|0.26\|14.95\|15.57\|14.91\|269154;2026-04-10\|14.78\|-2.38\|15.15\|15.32\|14.74\|357572;2026-04-13\|15.25\|3.18\|14.88\|15.55\|14.49\|496396;2026-04-14\|15.58\|2.16\|15.35\|16.15\|14.98\|569680;2026-04-15\|15.43\|-0.96\|15.63\|15.73\|15.35\|292606;2026-04-16\|15.81\|2.46\|15.49\|15.96\|15.33\|380048;2026-04-17\|17.39\|9.99\|16.61\|17.39\|16.61\|528656;2026-04-20\|17.91\|2.99\|17.62\|18.39\|17.46\|1036548;2026-04-21\|17.71\|-1.12\|17.60\|17.95\|17.18\|516734;2026-04-22\|18.25\|3.05\|17.86\|18.67\|17.70\|694341;2026-04-23\|17.64\|-3.34\|18.27\|18.48\|17.31\|514650;2026-04-24\|17.69\|0.28\|17.75\|18.12\|17.57\|427904;2026-04-27\|17.23\|-2.60\|17.76\|17.89\|17.03\|475460;2026-04-28\|17.32\|0.52\|17.12\|17.59\|16.80\|410966;2026-04-29\|18.00\|3.93\|17.08\|18.33\|16.84\|589227;2026-04-30\|17.99\|-0.06\|17.60\|18.36\|17.40\|617671;2026-05-06\|19.79\|10.01\|17.99\|19.79\|17.64\|928368;2026-05-07\|20.89\|5.56\|19.70\|21.01\|18.86\|1136520;2026-05-08\|22.11\|5.84\|21.08\|22.48\|20.71\|947152;2026-05-11\|22.52\|1.85\|22.13\|23.13\|21.53\|701990;2026-05-12\|22.90\|1.69\|22.96\|23.26\|22.05\|527154;2026-05-13\|23.03\|0.57\|22.45\|23.28\|22.17\|418516;2026-05-14\|21.71\|-5.73\|22.60\|23.20\|21.50\|522878;2026-05-15\|21.19\|-2.40\|21.61\|22.00\|20.85\|435076;2026-05-18\|21.58\|1.84\|20.73\|21.79\|19.96\|681694;2026-05-19\|20.52\|-4.91\|21.56\|21.58\|20.20\|433426;2026-05-20\|20.69\|0.83\|20.33\|20.80\|19.70\|426612;2026-05-21\|20.00\|-3.33\|20.99\|21.48\|19.92\|499033;2026-05-22\|21.42\|7.10\|20.12\|21.90\|19.61\|508672;2026-05-25\|20.98\|-2.05\|21.56\|21.86\|20.20\|502243;2026-05-26\|19.75\|-5.86\|20.81\|20.83\|19.30\|514293;2026-05-27\|19.06\|-3.49\|19.76\|20.13\|18.95\|436444;2026-05-28\|20.97\|10.02\|18.99\|20.97\|18.81\|623206;2026-05-29\|20.51\|-2.19\|21.10\|21.55\|20.15\|790894;2026-06-01\|20.06\|-2.19\|20.52\|20.78\|19.91\|408742;2026-06-02\|19.59\|-2.34\|20.19\|20.39\|19.21\|415897;2026-06-03\|20.41\|4.19\|19.61\|21.06\|19.49\|457574;2026-06-04\|19.49\|-4.51\|20.09\|20.25\|19.31\|300402;2026-06-05\|19.04\|-2.31\|19.49\|19.75\|18.88\|298879;2026-06-08\|17.90\|-5.99\|17.89\|18.39\|17.68\|417877;2026-06-09\|18.86\|5.36\|18.22\|19.27\|17.80\|367729;2026-06-10\|19.37\|2.70\|18.79\|19.56\|18.00\|449132;2026-06-11\|21.31\|10.02\|21.31\|21.31\|21.31\|268346;2026-06-12\|23.44\|10.00\|23.42\|23.44\|22.62\|1025318;2026-06-15\|24.79\|5.76\|23.00\|25.50\|22.50\|1801445;2026-06-16\|24.50\|-1.17\|24.00\|25.20\|24.00\|1087073;2026-06-17\|23.20\|-5.31\|23.97\|24.87\|23.00\|1007099;2026-06-18\|25.52\|10.00\|22.95\|25.52\|22.74\|785435;2026-06-22\|26.30\|3.06\|26.57\|26.99\|25.15\|1366945;2026-06-23\|24.40\|-7.22\|26.30\|26.46\|24.01\|961153;2026-06-24\|24.68\|1.15\|24.27\|25.13\|23.72\|683516;2026-06-25\|24.05\|-2.55\|24.33\|24.68\|23.75\|608792;2026-06-26\|22.58\|-6.11\|23.95\|24.05\|22.15\|572954;2026-06-29\|21.73\|-3.76\|22.56\|23.00\|21.10\|487782;2026-06-30\|22.85\|5.15\|21.52\|23.14\|21.21\|538864;2026-07-01\|22.05\|-3.50\|22.97\|23.40\|21.86\|445265;2026-07-02\|20.94\|-5.03\|21.48\|21.97\|20.85\|487561;2026-07-03\|21.77\|3.96\|20.95\|22.35\|20.72\|504961;2026-07-06\|20.34\|-6.57\|22.20\|22.28\|20.27\|387192;2026-07-07\|20.30\|-0.20\|20.22\|20.77\|20.07\|279064;2026-07-08\|20.41\|0.54\|20.30\|21.17\|19.76\|432289;2026-07-09\|20.08\|-1.03\|20.60\|20.60\|18.58\|612542;2026-07-10\|19.50\|-2.89\|20.08\|20.55\|19.50\|320437;2026-07-13\|18.42\|-5.54\|19.20\|19.40\|18.36\|331428;2026-07-14\|19.53\|6.03\|18.51\|19.85\|18.30\|366793;2026-07-15\|18.71\|-4.20\|19.61\|19.78\|18.55\|212581;2026-07-16\|18.51\|-1.07\|18.51\|19.20\|18.24\|312801;2026-07-17\|17.64\|-4.70\|18.39\|18.49\|17.40\|363891
109903	豆包或推出收费模式	控股股东增持+电子纸+福建国资行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，控股股东福建省电子信息集团计划自7月3日起6个月内增持公司股份，拟增持金额不低于5000万元且不超过1亿元，以提振投资者信心。 2、据2026年7月1日及7月2日公告，公司集中资源聚焦电子纸主业，2025年电子纸显示模组营收14.31亿元，占营收总额85%，同比增长59%；据2026年4月27日投资者关系活动记录表，当前电子纸订单充足、排产饱满，越南工厂产能利用率保持在较高水平。 3、据2026年7月2日互动易，公司最终控制人为福建省人民政府国有资产监督管理委员会，控股股东福建省电子信息集团为福建省国资委旗下国有独资资产经营公司。	公司与杭州骋风而来合资设立智泰驰骋，布局算力底座、平台及多元异构算力租赁业务，打造重整后的第二增长曲线	2026-03-10\|2.57\|-1.15\|2.61\|2.63\|2.55\|1925687;2026-03-11\|2.61\|1.56\|2.56\|2.62\|2.50\|2576220;2026-03-12\|2.56\|-1.92\|2.58\|2.62\|2.55\|1563438;2026-03-13\|2.58\|0.78\|2.54\|2.63\|2.53\|1885615;2026-03-16\|2.58\|0.00\|2.56\|2.60\|2.54\|1114124;2026-03-17\|2.67\|3.49\|2.58\|2.71\|2.57\|3483342;2026-03-18\|2.58\|-3.37\|2.65\|2.66\|2.56\|2560901;2026-03-19\|2.51\|-2.71\|2.55\|2.56\|2.50\|1464805;2026-03-20\|2.52\|0.40\|2.51\|2.54\|2.47\|1544579;2026-03-23\|2.35\|-6.75\|2.49\|2.50\|2.34\|1702957;2026-03-24\|2.38\|1.28\|2.40\|2.41\|2.31\|1607633;2026-03-25\|2.48\|4.20\|2.39\|2.50\|2.38\|2115163;2026-03-26\|2.41\|-2.82\|2.48\|2.58\|2.40\|2202086;2026-03-27\|2.43\|0.83\|2.37\|2.45\|2.33\|1146144;2026-03-30\|2.41\|-0.82\|2.39\|2.42\|2.36\|1257987;2026-03-31\|2.36\|-2.07\|2.40\|2.43\|2.36\|1287527;2026-04-01\|2.34\|-0.85\|2.40\|2.42\|2.32\|1571395;2026-04-02\|2.22\|-5.13\|2.33\|2.33\|2.21\|2210274;2026-04-03\|2.20\|-0.90\|2.24\|2.25\|2.19\|1300523;2026-04-07\|2.24\|1.82\|2.20\|2.24\|2.19\|1298245;2026-04-08\|2.46\|9.82\|2.30\|2.46\|2.29\|3735021;2026-04-09\|2.57\|4.47\|2.46\|2.62\|2.43\|6130236;2026-04-10\|2.54\|-1.17\|2.52\|2.59\|2.47\|3602832;2026-04-13\|2.50\|-1.57\|2.50\|2.55\|2.46\|2443391;2026-04-14\|2.49\|-0.40\|2.53\|2.54\|2.47\|1828716;2026-04-15\|2.41\|-3.21\|2.50\|2.50\|2.41\|1761150;2026-04-16\|2.44\|1.24\|2.41\|2.46\|2.36\|2012747;2026-04-17\|2.68\|9.84\|2.43\|2.68\|2.41\|5039386;2026-04-20\|2.95\|10.07\|2.91\|2.95\|2.91\|2480961;2026-04-21\|2.98\|1.02\|3.07\|3.16\|2.81\|13788145;2026-04-22\|2.93\|-1.68\|2.82\|3.03\|2.77\|8567983;2026-04-23\|2.77\|-5.46\|2.90\|2.97\|2.72\|7342358;2026-04-24\|2.69\|-2.89\|2.76\|2.86\|2.69\|5422684;2026-04-27\|2.96\|10.04\|2.75\|2.96\|2.74\|5907843;2026-04-28\|2.98\|0.68\|3.26\|3.26\|2.95\|15530478;2026-04-29\|3.07\|3.02\|2.94\|3.13\|2.85\|10811522;2026-04-30\|2.89\|-5.86\|3.02\|3.05\|2.88\|7301431;2026-05-06\|3.18\|10.03\|3.03\|3.18\|3.02\|5650844;2026-05-07\|3.50\|10.06\|3.40\|3.50\|3.25\|8446139;2026-05-08\|3.43\|-2.00\|3.61\|3.65\|3.41\|15055036;2026-05-11\|3.57\|4.08\|3.56\|3.76\|3.46\|12444014;2026-05-12\|3.47\|-2.80\|3.58\|3.64\|3.45\|9476119;2026-05-13\|3.54\|2.02\|3.44\|3.64\|3.30\|9487783;2026-05-14\|3.36\|-5.08\|3.51\|3.54\|3.35\|7334884;2026-05-15\|3.09\|-8.04\|3.32\|3.44\|3.02\|10458891;2026-05-18\|3.01\|-2.59\|2.97\|3.06\|2.94\|5878261;2026-05-19\|2.95\|-1.99\|2.96\|2.98\|2.83\|5376043;2026-05-20\|2.84\|-3.73\|2.92\|2.94\|2.81\|4032810;2026-05-21\|2.72\|-4.23\|2.91\|2.99\|2.71\|6257313;2026-05-22\|2.82\|3.68\|2.76\|2.84\|2.70\|4271796;2026-05-25\|2.79\|-1.06\|2.81\|2.84\|2.74\|3390977;2026-05-26\|2.69\|-3.58\|2.79\|2.79\|2.66\|3456116;2026-05-27\|2.59\|-3.72\|2.67\|2.78\|2.56\|4243100;2026-05-28\|2.72\|5.02\|2.56\|2.85\|2.52\|7111977;2026-05-29\|2.59\|-4.78\|2.65\|2.72\|2.58\|4359631;2026-06-01\|2.58\|-0.39\|2.55\|2.64\|2.52\|2820142;2026-06-02\|2.51\|-2.71\|2.56\|2.57\|2.44\|3134886;2026-06-03\|2.52\|0.40\|2.51\|2.60\|2.49\|3907987;2026-06-04\|2.54\|0.79\|2.49\|2.54\|2.45\|2644805;2026-06-05\|2.54\|0.00\|2.52\|2.61\|2.45\|3703155;2026-06-08\|2.39\|-5.91\|2.45\|2.52\|2.34\|3471811;2026-06-09\|2.49\|4.18\|2.42\|2.50\|2.37\|2977480;2026-06-10\|2.38\|-4.42\|2.45\|2.46\|2.34\|2850149;2026-06-11\|2.30\|-3.36\|2.33\|2.34\|2.28\|2061718;2026-06-12\|2.31\|0.43\|2.36\|2.41\|2.30\|2297857;2026-06-15\|2.37\|2.60\|2.35\|2.42\|2.32\|2571108;2026-06-16\|2.61\|10.13\|2.39\|2.61\|2.36\|3676311;2026-06-17\|2.66\|1.92\|2.61\|2.71\|2.55\|7535178;2026-06-18\|2.53\|-4.89\|2.63\|2.63\|2.51\|4005217;2026-06-23\|2.40\|-5.14\|2.40\|2.40\|2.40\|33988;2026-06-24\|2.28\|-5.00\|2.28\|2.28\|2.28\|23315;2026-06-25\|2.17\|-4.82\|2.17\|2.17\|2.17\|45902;2026-06-26\|2.06\|-5.07\|2.06\|2.06\|2.06\|70520;2026-06-29\|1.96\|-4.85\|1.96\|1.96\|1.96\|67137;2026-06-30\|1.86\|-5.10\|1.86\|1.86\|1.86\|110977;2026-07-01\|1.77\|-4.84\|1.77\|1.77\|1.77\|308409;2026-07-02\|1.68\|-5.08\|1.68\|1.68\|1.68\|425937;2026-07-03\|1.76\|4.76\|1.60\|1.76\|1.60\|3999556;2026-07-06\|1.90\|7.95\|1.75\|1.93\|1.71\|5160051;2026-07-07\|1.75\|-7.89\|1.82\|1.87\|1.75\|2875370;2026-07-08\|1.77\|1.14\|1.72\|1.82\|1.71\|1787520;2026-07-09\|1.67\|-5.65\|1.74\|1.76\|1.62\|2657990;2026-07-10\|1.61\|-3.59\|1.65\|1.68\|1.57\|2946435;2026-07-13\|1.45\|-9.94\|1.58\|1.58\|1.45\|2966014;2026-07-14\|1.49\|2.76\|1.43\|1.52\|1.42\|1740813;2026-07-15\|1.45\|-2.68\|1.46\|1.49\|1.43\|1543546;2026-07-16\|1.53\|5.52\|1.43\|1.60\|1.42\|2725838;2026-07-17\|1.52\|-0.65\|1.50\|1.53\|1.45\|2041080
109902	豆包或推出收费模式	智算中心+算力租赁行业原因：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24日年报，公司内蒙古和林格尔智算中心已交付3栋数据中心楼并产生稳定收入，规划1.5万机架、10万P算力，与头部互联网客户签有长期协议。 2、据2026年4月23日激励计划草案，公司考核期内智算业务收入目标由1.6亿元增至19亿元，五年复合增速约64%，并拟复制该模式扩大供给。 3、据2025年9月公告，公司控股视拓云后形成万卡级GPU集群，AutoDL.com平台运营约3万张GPU，已为超1万家企业及百余高校提供算力租赁。	1、公司在内蒙已布局数据中心，规划机柜数量共2万台，参股子公司在北京已布局数据中心，总规模9000台左右； 2、公司构建大语言模型生态体系，推出图灵深思、图灵深言等AIGC应用产品，已在通信、金融、工业、政府等领域规模化落地	2026-03-10\|13.25\|0.15\|13.39\|13.72\|12.91\|1049833;2026-03-11\|13.14\|-0.83\|13.18\|13.90\|13.06\|1029527;2026-03-12\|13.12\|-0.15\|13.29\|13.60\|13.01\|941182;2026-03-13\|12.10\|-7.77\|12.94\|12.97\|12.06\|915550;2026-03-16\|12.58\|3.97\|12.27\|12.63\|11.89\|749250;2026-03-17\|13.45\|6.92\|12.76\|14.18\|12.62\|1732525;2026-03-18\|15.65\|16.36\|14.00\|16.14\|14.00\|3370731;2026-03-19\|16.36\|4.54\|15.22\|17.33\|15.04\|3117038;2026-03-20\|14.38\|-12.10\|16.07\|16.36\|14.26\|2367924;2026-03-23\|14.05\|-2.29\|14.21\|14.85\|13.79\|1632645;2026-03-24\|14.34\|2.06\|14.18\|14.43\|13.49\|1894122;2026-03-25\|15.62\|8.93\|14.57\|16.15\|14.51\|2066690;2026-03-26\|14.50\|-7.17\|15.45\|15.57\|14.42\|1261572;2026-03-27\|14.27\|-1.59\|14.10\|14.80\|13.87\|966971;2026-03-30\|14.61\|2.38\|13.72\|14.75\|13.35\|1127575;2026-03-31\|14.15\|-3.15\|14.41\|14.68\|14.02\|801679;2026-04-01\|14.92\|5.44\|14.85\|15.94\|14.55\|1564190;2026-04-02\|13.92\|-6.70\|14.94\|15.00\|13.74\|1249290;2026-04-03\|14.90\|7.04\|14.30\|15.66\|14.02\|1886546;2026-04-07\|14.72\|-1.21\|15.10\|15.55\|14.64\|1465415;2026-04-08\|16.93\|15.01\|15.65\|17.25\|15.55\|2188595;2026-04-09\|16.03\|-5.32\|16.01\|16.30\|15.71\|1826696;2026-04-10\|15.89\|-0.87\|16.70\|17.18\|15.86\|1793203;2026-04-13\|17.00\|6.99\|16.01\|17.85\|15.71\|2177608;2026-04-14\|17.18\|1.06\|17.70\|17.79\|16.82\|1830589;2026-04-15\|16.56\|-3.61\|16.88\|17.00\|16.22\|1456779;2026-04-16\|16.90\|2.05\|16.87\|17.74\|16.66\|2048313;2026-04-17\|16.66\|-1.42\|16.45\|17.26\|16.13\|1655304;2026-04-20\|16.30\|-2.16\|16.50\|17.19\|16.14\|1675392;2026-04-21\|15.64\|-4.05\|15.98\|15.98\|15.21\|1300279;2026-04-22\|16.75\|7.10\|15.60\|17.05\|15.08\|2107586;2026-04-23\|16.23\|-3.10\|16.22\|16.80\|16.03\|1279318;2026-04-24\|16.53\|1.85\|16.34\|17.25\|15.00\|2309437;2026-04-27\|15.96\|-3.45\|16.23\|16.39\|15.57\|1277342;2026-04-28\|15.41\|-3.45\|16.06\|16.19\|15.25\|1281693;2026-04-29\|15.46\|0.32\|15.27\|15.99\|15.02\|1065974;2026-04-30\|15.44\|-0.13\|15.41\|16.13\|14.70\|1563901;2026-05-06\|18.53\|20.01\|16.47\|18.53\|16.47\|2785586;2026-05-07\|19.03\|2.70\|19.28\|19.37\|18.40\|2401417;2026-05-08\|19.35\|1.68\|19.09\|20.18\|18.90\|2021722;2026-05-11\|19.08\|-1.40\|20.11\|20.36\|18.68\|1728016;2026-05-12\|18.74\|-1.78\|19.01\|19.26\|18.48\|1075873;2026-05-13\|20.19\|7.74\|18.86\|21.00\|18.60\|2192142;2026-05-14\|19.00\|-5.89\|20.60\|20.60\|18.98\|1556984;2026-05-15\|18.87\|-0.68\|19.43\|19.99\|18.52\|1467952;2026-05-18\|19.50\|3.34\|19.63\|20.94\|19.32\|1913895;2026-05-19\|21.44\|9.95\|20.01\|21.98\|19.66\|2426466;2026-05-20\|20.35\|-5.08\|21.73\|22.12\|20.26\|2042029;2026-05-21\|18.62\|-8.50\|20.65\|20.69\|18.50\|1968881;2026-05-22\|19.17\|2.95\|18.88\|19.35\|18.41\|1346547;2026-05-25\|18.87\|-1.56\|19.39\|19.68\|18.38\|1370197;2026-05-26\|17.68\|-6.31\|18.22\|18.28\|17.40\|1324403;2026-05-27\|16.97\|-4.02\|17.56\|17.69\|16.70\|1009988;2026-05-28\|17.71\|4.36\|18.01\|18.36\|17.06\|1123962;2026-05-29\|16.41\|-7.34\|17.40\|17.64\|16.24\|1047047;2026-06-01\|16.55\|0.85\|16.42\|17.15\|16.41\|796299;2026-06-02\|16.22\|-1.99\|16.72\|16.81\|15.55\|830824;2026-06-03\|16.36\|0.86\|15.93\|16.86\|15.72\|915538;2026-06-04\|17.08\|4.40\|16.01\|17.08\|15.77\|1137701;2026-06-05\|16.56\|-3.04\|16.72\|17.08\|16.50\|757785;2026-06-08\|15.52\|-6.28\|15.50\|16.20\|15.41\|683927;2026-06-09\|15.78\|1.68\|15.70\|16.05\|15.28\|661607;2026-06-10\|15.78\|0.00\|15.54\|16.41\|15.50\|705380;2026-06-11\|14.65\|-7.16\|15.55\|15.57\|14.51\|872914;2026-06-12\|14.40\|-1.71\|14.94\|15.09\|14.30\|711641;2026-06-15\|15.34\|6.53\|14.79\|15.39\|14.71\|713121;2026-06-16\|15.49\|0.98\|15.30\|15.55\|14.93\|591538;2026-06-17\|15.58\|0.58\|15.28\|15.88\|15.12\|560809;2026-06-18\|18.70\|20.03\|15.65\|18.70\|15.65\|1972749;2026-06-22\|19.62\|4.92\|18.50\|19.80\|18.39\|2189103;2026-06-23\|18.67\|-4.84\|19.22\|19.72\|18.52\|1303253;2026-06-24\|18.53\|-0.75\|18.76\|18.92\|17.83\|1057676;2026-06-25\|17.86\|-3.62\|18.90\|18.93\|17.72\|960562;2026-06-26\|17.05\|-4.54\|17.60\|17.85\|16.88\|771399;2026-06-29\|16.22\|-4.87\|17.15\|17.70\|15.79\|1144748;2026-06-30\|17.71\|9.19\|16.35\|18.29\|16.10\|978278;2026-07-01\|18.90\|6.72\|18.02\|19.68\|17.50\|1775380;2026-07-02\|17.50\|-7.41\|18.46\|18.75\|17.39\|1132804;2026-07-03\|16.95\|-3.14\|17.66\|18.05\|16.93\|982907;2026-07-06\|16.27\|-4.01\|17.22\|17.32\|16.10\|616331;2026-07-07\|15.79\|-2.95\|16.44\|17.00\|15.55\|696709;2026-07-08\|15.94\|0.95\|15.88\|16.42\|15.58\|828277;2026-07-09\|16.20\|1.63\|16.30\|16.60\|15.23\|873940;2026-07-10\|16.00\|-1.23\|15.97\|16.96\|15.72\|980061;2026-07-13\|14.66\|-8.38\|15.88\|16.33\|14.50\|838373;2026-07-14\|14.27\|-2.66\|14.68\|15.10\|13.58\|708513;2026-07-15\|13.95\|-2.24\|14.31\|14.50\|13.79\|478763;2026-07-16\|13.95\|0.00\|13.75\|14.47\|13.57\|552499;2026-07-17\|12.90\|-7.53\|13.75\|13.95\|12.71\|674963
109901	豆包或推出收费模式	算力租赁+蓝宝石+扭亏行业原因： 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4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-03-10\|4.15\|1.47\|4.16\|4.40\|4.10\|3125806;2026-03-11\|4.26\|2.65\|4.17\|4.37\|4.10\|2990412;2026-03-12\|4.41\|3.52\|4.27\|4.51\|4.24\|3437445;2026-03-13\|4.16\|-5.67\|4.34\|4.35\|4.14\|2642910;2026-03-16\|4.23\|1.68\|4.19\|4.28\|4.10\|1856037;2026-03-17\|4.04\|-4.49\|4.24\|4.26\|4.03\|1629390;2026-03-18\|4.44\|9.90\|4.11\|4.44\|4.10\|2416748;2026-03-19\|4.88\|9.91\|4.68\|4.88\|4.56\|2846692;2026-03-20\|4.39\|-10.04\|4.88\|4.88\|4.39\|6427274;2026-03-23\|4.36\|-0.68\|4.30\|4.61\|4.30\|4627465;2026-03-24\|4.80\|10.09\|4.42\|4.80\|4.40\|3808421;2026-03-25\|5.28\|10.00\|5.28\|5.28\|5.28\|657563;2026-03-26\|5.53\|4.73\|5.81\|5.81\|5.37\|10379676;2026-03-27\|6.08\|9.95\|5.32\|6.08\|5.13\|10417572;2026-03-30\|6.24\|2.63\|5.80\|6.47\|5.47\|9221899;2026-03-31\|5.70\|-8.65\|6.02\|6.12\|5.69\|6374117;2026-04-01\|6.27\|10.00\|5.92\|6.27\|5.80\|2643236;2026-04-02\|6.17\|-1.59\|6.27\|6.65\|6.04\|7463431;2026-04-03\|5.88\|-4.70\|6.21\|6.38\|5.76\|5446296;2026-04-07\|5.91\|0.51\|5.70\|6.15\|5.60\|5103535;2026-04-08\|6.50\|9.98\|6.18\|6.50\|6.18\|1769109;2026-04-09\|6.56\|0.92\|7.15\|7.15\|6.40\|8378695;2026-04-10\|6.30\|-3.96\|6.56\|6.83\|6.30\|5795423;2026-04-13\|6.42\|1.90\|6.01\|6.50\|6.01\|4992703;2026-04-14\|6.48\|0.93\|6.61\|6.76\|6.42\|5666638;2026-04-15\|6.23\|-3.86\|6.31\|6.55\|6.01\|4907955;2026-04-16\|6.85\|9.95\|6.25\|6.85\|6.24\|5720820;2026-04-17\|7.09\|3.50\|6.85\|7.32\|6.61\|8461098;2026-04-20\|7.16\|0.99\|7.07\|7.57\|7.07\|7028012;2026-04-21\|6.74\|-5.87\|6.89\|7.07\|6.52\|5228805;2026-04-22\|6.82\|1.19\|6.65\|6.89\|6.43\|5039140;2026-04-23\|6.56\|-3.81\|6.77\|6.78\|6.40\|4213546;2026-04-24\|5.99\|-8.69\|6.44\|6.46\|5.90\|4370152;2026-04-27\|5.81\|-3.00\|5.80\|5.91\|5.58\|3027357;2026-04-28\|5.54\|-4.65\|5.93\|5.98\|5.51\|3094829;2026-04-29\|5.55\|0.18\|5.42\|5.74\|5.30\|3200383;2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304
109900	豆包或推出收费模式	算力租赁+商业航天+OSS 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4月29日年报，公司“郑州空港算力集群项目一标段”5600P算力已于2025年11月投产运营，合同金额8.87亿元，五年运营期持续贡献收入，形成第二增长曲线。 2、据2026年4月29日年报，公司承建“千帆星座”“国网星座”卫星互联网网络管理系统已上线，中标上海垣信卫星NMC项目，布局商业航天OSS增量市场。 3、据2026年5月12日公告，公司向特定对象发行1775万股募资6.498亿元已上市，用于OSS及算力网络关键软件研发，增强资本实力。	1、公司拥有数据中心智能运维软件系统产品，参加了电信运营商大型集团级数据中心、省级数据中心相关OSS系统的建设； 2、公司承建“千帆星座”卫星互联网网络管理中心系统及“国网星座”运控流量预测系统已上线并通过专家评审，支撑卫星发射及在轨测试，深度参与天地一体化信息网络建设	2026-03-10\|46.94\|2.87\|46.04\|48.86\|45.72\|70003;2026-03-11\|45.72\|-2.60\|46.86\|47.37\|45.51\|49405;2026-03-12\|44.30\|-3.11\|45.69\|46.18\|44.12\|32250;2026-03-13\|42.75\|-3.50\|44.18\|44.41\|42.66\|36872;2026-03-16\|43.18\|1.01\|42.75\|43.50\|42.21\|33005;2026-03-17\|43.50\|0.74\|43.36\|45.04\|42.95\|44467;2026-03-18\|45.40\|4.37\|43.43\|45.41\|42.99\|45249;2026-03-19\|44.23\|-2.58\|44.19\|45.40\|43.95\|30767;2026-03-20\|41.00\|-7.30\|44.29\|44.58\|40.97\|51162;2026-03-23\|38.82\|-5.32\|39.89\|40.98\|38.38\|42866;2026-03-24\|40.44\|4.17\|39.79\|40.50\|38.44\|28487;2026-03-25\|42.30\|4.60\|40.48\|42.93\|40.46\|38062;2026-03-26\|40.48\|-4.30\|42.32\|42.32\|40.32\|27988;2026-03-27\|40.87\|0.96\|39.58\|41.21\|39.55\|17555;2026-03-30\|41.62\|1.84\|40.21\|41.65\|39.68\|21787;2026-03-31\|40.63\|-2.38\|41.79\|42.24\|40.61\|16608;2026-04-01\|41.39\|1.87\|41.58\|41.87\|41.03\|15171;2026-04-02\|40.05\|-3.24\|41.25\|41.26\|39.65\|17637;2026-04-03\|44.06\|10.01\|40.81\|44.06\|40.12\|60955;2026-04-07\|46.10\|4.63\|43.62\|46.90\|42.60\|133380;2026-04-08\|47.36\|2.73\|45.20\|49.00\|44.41\|153534;2026-04-09\|45.09\|-4.79\|46.00\|46.00\|44.66\|94300;2026-04-10\|43.87\|-2.71\|45.10\|45.40\|43.60\|75460;2026-04-13\|44.15\|0.64\|43.44\|44.30\|42.84\|57782;2026-04-14\|43.98\|-0.39\|44.49\|45.01\|43.50\|61946;2026-04-15\|44.35\|0.84\|44.00\|44.48\|43.35\|52404;2026-04-16\|45.54\|2.68\|44.20\|45.65\|43.80\|81203;2026-04-17\|43.85\|-3.71\|45.00\|45.35\|43.65\|57829;2026-04-20\|44.63\|1.78\|43.74\|45.08\|43.60\|46162;2026-04-21\|44.94\|0.69\|45.45\|45.78\|44.66\|52035;2026-04-22\|45.13\|0.42\|43.86\|45.94\|43.51\|48963;2026-04-23\|42.38\|-6.09\|44.79\|44.79\|42.36\|49666;2026-04-24\|43.66\|3.02\|42.38\|45.00\|41.20\|46070;2026-04-27\|45.03\|3.14\|43.25\|45.36\|42.52\|58715;2026-04-28\|44.30\|-1.62\|44.69\|45.53\|44.10\|39872;2026-04-29\|44.37\|0.16\|44.21\|44.99\|43.50\|33041;2026-04-30\|44.72\|0.79\|44.39\|45.00\|44.04\|30854;2026-05-06\|49.19\|10.00\|46.08\|49.19\|45.86\|101158;2026-05-07\|50.80\|3.27\|50.51\|53.14\|49.01\|139269;2026-05-08\|51.73\|1.83\|50.82\|52.30\|49.78\|94564;2026-05-11\|50.50\|-2.38\|51.75\|51.80\|50.12\|68072;2026-05-12\|48.88\|-3.21\|50.37\|50.37\|48.50\|59199;2026-05-13\|53.77\|10.00\|49.10\|53.77\|48.28\|82329;2026-05-14\|51.55\|-4.13\|54.88\|55.96\|51.28\|107443;2026-05-15\|51.45\|-0.19\|51.56\|52.94\|50.51\|67791;2026-05-18\|53.62\|4.22\|52.00\|55.09\|51.50\|91660;2026-05-19\|53.67\|0.09\|52.96\|55.95\|52.72\|82217;2026-05-20\|49.40\|-7.96\|52.52\|57.00\|48.30\|123952;2026-05-21\|54.34\|10.00\|49.91\|54.34\|49.88\|100601;2026-05-22\|52.64\|-3.13\|53.00\|54.34\|51.70\|121542;2026-05-25\|51.10\|-2.93\|51.51\|52.32\|49.88\|78822;2026-05-26\|45.99\|-10.00\|50.59\|50.59\|45.99\|71775;2026-05-27\|43.68\|-5.02\|45.58\|46.15\|43.14\|58538;2026-05-28\|44.72\|2.38\|43.68\|45.19\|43.17\|38258;2026-05-29\|42.15\|-5.75\|45.10\|45.48\|41.85\|41239;2026-06-01\|42.28\|0.31\|42.15\|42.93\|41.60\|25987;2026-06-02\|41.34\|-2.22\|42.28\|42.28\|40.00\|32030;2026-06-03\|40.74\|-1.38\|41.32\|41.61\|40.33\|25539;2026-06-04\|40.18\|-1.37\|40.21\|40.54\|39.69\|21754;2026-06-05\|40.40\|0.55\|40.51\|40.79\|39.01\|27603;2026-06-08\|39.19\|-3.00\|39.06\|41.30\|38.48\|29164;2026-06-09\|40.08\|2.27\|39.82\|40.11\|38.88\|22197;2026-06-10\|39.38\|-1.75\|39.76\|41.02\|38.80\|25037;2026-06-11\|38.59\|-2.01\|38.78\|39.17\|37.75\|20371;2026-06-12\|39.19\|1.55\|39.18\|39.71\|38.80\|16842;2026-06-15\|39.49\|0.77\|39.60\|39.70\|39.01\|21471;2026-06-16\|40.96\|3.72\|39.26\|41.14\|38.80\|32920;2026-06-17\|40.29\|-1.64\|40.60\|40.80\|39.83\|25212;2026-06-18\|40.90\|1.51\|40.03\|41.24\|39.86\|25189;2026-06-22\|41.40\|1.22\|40.90\|41.61\|40.50\|31872;2026-06-23\|39.45\|-4.71\|41.40\|41.40\|39.18\|26171;2026-06-24\|39.52\|0.18\|39.00\|39.73\|38.06\|20511;2026-06-25\|37.43\|-5.29\|39.61\|39.72\|37.20\|32192;2026-06-26\|36.35\|-2.89\|37.39\|37.39\|36.00\|22670;2026-06-29\|35.60\|-2.06\|36.29\|36.92\|35.21\|20622;2026-06-30\|37.60\|5.62\|35.71\|37.73\|35.10\|27702;2026-07-01\|41.36\|10.00\|37.61\|41.36\|37.55\|48939;2026-07-02\|40.97\|-0.94\|41.46\|43.45\|40.85\|65737;2026-07-03\|41.44\|1.15\|41.16\|42.65\|40.65\|36160;2026-07-06\|40.55\|-2.15\|42.01\|42.20\|39.75\|23895;2026-07-07\|38.20\|-5.80\|40.29\|40.65\|38.00\|22462;2026-07-08\|38.46\|0.68\|38.23\|39.38\|37.70\|27935;2026-07-09\|37.92\|-1.40\|38.00\|38.42\|35.80\|30067;2026-07-10\|38.80\|2.32\|37.96\|39.70\|37.51\|32978;2026-07-13\|36.59\|-5.70\|38.41\|39.19\|36.36\|27812;2026-07-14\|35.66\|-2.54\|36.60\|36.92\|34.09\|27505;2026-07-15\|35.57\|-0.25\|35.66\|36.34\|35.14\|17086;2026-07-16\|36.27\|1.97\|35.29\|37.35\|35.11\|24691;2026-07-17\|32.87\|-9.37\|35.68\|35.99\|32.66\|24376
109899	豆包或推出收费模式	算力电源+锂电池+外销占比大行业原因：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31日年报，公司高功率服务器电源已批量出货，氮化镓版本完成小批量验证，峰值效率>98%，切入AI服务器及数据中心供应链。 2、据2026年3月31日年报，公司新能源业务含18650锂电池、聚合物软包电池等，外销占比88.62%，直接受益全球储能及数据中心需求。 3、据2026年2月28日公告，瑞众人寿减持计划已实施完毕，短期抛压释放。	公司高功率服务器电源已批量出货，氮化镓版本完成小批量验证，峰值效率>98%，切入AI服务器及数据中心供应链	2026-03-10\|11.73\|1.91\|11.65\|11.81\|11.65\|101914;2026-03-11\|12.10\|3.15\|11.73\|12.52\|11.73\|242617;2026-03-12\|11.74\|-2.98\|12.00\|12.04\|11.67\|146003;2026-03-13\|11.83\|0.77\|11.67\|12.08\|11.53\|131806;2026-03-16\|11.91\|0.68\|11.83\|11.93\|11.59\|100054;2026-03-17\|11.78\|-1.09\|11.88\|12.05\|11.75\|104873;2026-03-18\|12.01\|1.95\|11.72\|12.08\|11.65\|127157;2026-03-19\|12.08\|0.58\|11.88\|12.22\|11.80\|173351;2026-03-20\|12.15\|0.58\|12.09\|12.49\|12.04\|268921;2026-03-23\|11.51\|-5.27\|12.03\|12.14\|11.23\|229449;2026-03-24\|11.65\|1.22\|11.80\|11.81\|11.42\|112971;2026-03-25\|11.86\|1.80\|11.60\|11.97\|11.55\|199720;2026-03-26\|11.40\|-3.88\|11.80\|11.94\|11.38\|185830;2026-03-27\|11.18\|-1.93\|11.21\|11.28\|10.97\|118664;2026-03-30\|10.86\|-2.86\|11.05\|11.08\|10.61\|115935;2026-03-31\|10.39\|-4.33\|10.83\|10.95\|10.33\|139038;2026-04-01\|10.53\|1.35\|10.55\|10.62\|10.39\|108453;2026-04-02\|10.09\|-4.18\|10.52\|10.52\|9.99\|161001;2026-04-03\|9.93\|-1.59\|10.12\|10.15\|9.87\|94351;2026-04-07\|10.09\|1.61\|9.97\|10.32\|9.83\|101657;2026-04-08\|10.62\|5.25\|10.25\|10.64\|10.22\|138558;2026-04-09\|10.41\|-1.98\|10.50\|10.68\|10.31\|100691;2026-04-10\|10.67\|2.50\|10.43\|10.96\|10.43\|136208;2026-04-13\|10.35\|-3.00\|10.54\|10.59\|10.29\|103092;2026-04-14\|10.51\|1.55\|10.47\|10.69\|10.39\|99025;2026-04-15\|10.20\|-2.95\|10.51\|10.66\|10.11\|123042;2026-04-16\|10.43\|2.25\|10.25\|10.50\|10.23\|115035;2026-04-17\|10.48\|0.48\|10.48\|10.79\|10.39\|104603;2026-04-20\|10.46\|-0.19\|10.48\|10.60\|10.41\|90792;2026-04-21\|10.18\|-2.68\|10.46\|10.46\|10.11\|143107;2026-04-22\|10.26\|0.79\|10.10\|10.39\|9.98\|117277;2026-04-23\|10.06\|-1.95\|10.24\|10.35\|9.93\|129098;2026-04-24\|9.90\|-1.59\|10.05\|10.09\|9.77\|110779;2026-04-27\|9.77\|-1.31\|9.80\|9.89\|9.37\|194265;2026-04-28\|9.40\|-3.79\|9.67\|9.73\|9.33\|139964;2026-04-29\|9.50\|1.06\|9.33\|9.59\|9.33\|97553;2026-04-30\|10.09\|6.21\|9.09\|10.17\|8.90\|468621;2026-05-06\|11.10\|10.01\|10.01\|11.10\|10.01\|584631;2026-05-07\|11.23\|1.17\|11.71\|11.78\|10.92\|597724;2026-05-08\|11.58\|3.12\|11.20\|11.76\|11.07\|386037;2026-05-11\|11.77\|1.64\|11.62\|11.88\|11.48\|294913;2026-05-12\|11.93\|1.36\|11.77\|12.20\|11.71\|257517;2026-05-13\|11.70\|-1.93\|11.82\|11.99\|11.61\|217531;2026-05-14\|11.62\|-0.68\|11.70\|12.23\|11.61\|249066;2026-05-15\|11.55\|-0.60\|11.65\|11.87\|11.46\|180576;2026-05-18\|11.40\|-1.30\|11.50\|11.67\|11.24\|169268;2026-05-19\|11.36\|-0.35\|11.20\|11.39\|11.00\|155348;2026-05-20\|11.30\|-0.53\|11.29\|11.54\|11.05\|148414;2026-05-21\|10.76\|-4.78\|11.36\|11.50\|10.65\|175765;2026-05-22\|10.81\|0.46\|10.70\|10.97\|10.63\|120871;2026-05-25\|10.75\|-0.56\|10.90\|11.23\|10.66\|114185;2026-05-26\|10.47\|-2.60\|10.64\|10.65\|10.29\|133236;2026-05-27\|10.17\|-2.87\|10.50\|10.55\|10.05\|142102;2026-05-28\|10.20\|0.29\|10.25\|10.33\|10.07\|101772;2026-05-29\|9.86\|-3.33\|10.33\|10.34\|9.78\|143185;2026-06-01\|9.78\|-0.81\|9.88\|10.04\|9.70\|116957;2026-06-02\|9.59\|-1.94\|9.80\|9.83\|9.31\|105191;2026-06-03\|9.52\|-0.73\|9.59\|9.93\|9.31\|159800;2026-06-04\|9.26\|-2.73\|9.39\|9.55\|9.19\|132160;2026-06-05\|9.42\|1.73\|9.20\|9.79\|9.04\|178141;2026-06-08\|9.09\|-3.50\|9.08\|9.43\|8.90\|179811;2026-06-09\|9.30\|2.31\|9.36\|9.56\|9.07\|136485;2026-06-10\|9.03\|-2.90\|9.19\|9.43\|8.94\|126610;2026-06-11\|8.83\|-2.21\|9.08\|9.28\|8.70\|159269;2026-06-12\|9.10\|3.06\|8.89\|9.35\|8.82\|155501;2026-06-15\|8.97\|-1.43\|9.10\|9.17\|8.91\|117202;2026-06-16\|9.25\|3.12\|9.05\|9.38\|8.84\|167772;2026-06-17\|8.93\|-3.46\|9.25\|9.25\|8.75\|201180;2026-06-18\|8.45\|-5.38\|8.93\|8.93\|8.28\|250298;2026-06-22\|8.33\|-1.42\|8.50\|8.59\|8.07\|162236;2026-06-23\|8.20\|-1.56\|8.38\|8.47\|8.12\|148790;2026-06-24\|8.27\|0.85\|8.25\|8.30\|7.78\|213069;2026-06-25\|8.10\|-2.06\|8.27\|8.27\|7.99\|130874;2026-06-26\|7.87\|-2.84\|8.07\|8.63\|7.87\|251189;2026-06-29\|7.76\|-1.40\|7.87\|8.01\|7.51\|182109;2026-06-30\|7.77\|0.13\|7.80\|8.04\|7.61\|150444;2026-07-01\|8.55\|10.04\|7.78\|8.55\|7.61\|307155;2026-07-02\|8.48\|-0.82\|8.80\|9.27\|8.44\|408512;2026-07-03\|8.34\|-1.65\|8.63\|8.67\|8.23\|226590;2026-07-06\|7.99\|-4.20\|8.49\|8.71\|7.90\|191180;2026-07-07\|7.93\|-0.75\|8.05\|8.11\|7.82\|112798;2026-07-08\|7.81\|-1.51\|7.91\|7.97\|7.74\|95846;2026-07-09\|8.08\|3.46\|7.90\|8.13\|7.62\|178175;2026-07-10\|8.08\|0.00\|8.01\|8.37\|7.95\|145069;2026-07-13\|7.95\|-1.61\|7.98\|8.25\|7.81\|184178;2026-07-14\|8.35\|5.03\|7.88\|8.52\|7.68\|244431;2026-07-15\|8.00\|-4.19\|8.05\|8.49\|7.97\|176241;2026-07-16\|8.33\|4.12\|7.90\|8.55\|7.86\|221908;2026-07-17\|7.92\|-4.92\|8.33\|8.59\|7.82\|212682
109898	豆包或推出收费模式	算力大单+人形机器人+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月2日公告及2026年6月9日21世纪经济报道，公司控股子公司东阳光云智算于5月6日与某企业签署160亿至190亿元算力服务采购框架合同后，又于6月1日与某企业B签署100亿至120亿元算力服务采购合同，一个月内两笔订单合计最高达310亿元。 2、据2026年4月10日年报，公司人形机器人业务已构建全产品矩阵，光谷东智湖北工厂一期建成投产，年产能达300台，成为华中地区率先具备规模化量产能力的工厂，产品已获商业服务等领域小批量订单。 3、据2026年4月10日年报，公司液冷业务浙江东阳工厂一期产线已完成试生产，可广泛应用于智算中心等领域，并与中际旭创成立合资公司推广液冷散热整体解决方案。	子公司东莞东阳光云智算科技有限公司与某企业签署的《算力服务采购框架合同》，合同预计总金额区间为160亿元至190亿（含税），期限为合同约定的订单验收通过后60个月。	2026-03-10\|38.91\|-2.73\|40.50\|41.35\|37.80\|1387852;2026-03-11\|36.85\|-5.29\|38.20\|38.30\|35.60\|1398078;2026-03-12\|37.80\|2.58\|36.68\|38.82\|36.15\|1027176;2026-03-13\|34.82\|-7.88\|37.00\|37.30\|34.73\|867138;2026-03-16\|34.98\|0.46\|34.82\|34.99\|33.11\|776927;2026-03-17\|34.00\|-2.80\|34.98\|35.18\|33.78\|479143;2026-03-18\|35.68\|4.94\|34.00\|36.25\|34.00\|760269;2026-03-19\|34.22\|-4.09\|35.61\|36.03\|33.88\|641130;2026-03-20\|31.66\|-7.48\|34.42\|34.85\|31.64\|966069;2026-03-23\|29.70\|-6.19\|30.29\|31.46\|29.35\|780393;2026-03-24\|29.75\|0.17\|30.10\|30.50\|28.60\|597246;2026-03-25\|31.29\|5.18\|30.00\|31.80\|30.00\|647789;2026-03-26\|30.54\|-2.40\|31.20\|31.59\|30.33\|360219;2026-03-27\|30.58\|0.13\|29.98\|31.07\|29.68\|345422;2026-03-30\|30.56\|-0.07\|30.58\|30.80\|29.84\|363337;2026-03-31\|30.30\|-0.85\|30.56\|31.22\|30.20\|384805;2026-04-01\|31.40\|3.63\|31.30\|31.80\|30.80\|499612;2026-04-02\|29.87\|-4.87\|31.01\|31.17\|29.68\|436716;2026-04-03\|30.72\|2.85\|30.36\|30.98\|29.63\|437619;2026-04-07\|30.00\|-2.34\|30.49\|30.88\|29.90\|346551;2026-04-08\|32.19\|7.30\|30.96\|32.30\|30.95\|657805;2026-04-09\|31.50\|-2.14\|31.52\|32.08\|31.30\|435840;2026-04-10\|31.42\|-0.25\|31.00\|32.53\|29.90\|748722;2026-04-13\|32.08\|2.10\|31.15\|32.76\|31.15\|598294;2026-04-14\|33.86\|5.55\|33.18\|34.62\|32.71\|901683;2026-04-15\|33.40\|-1.36\|34.38\|34.73\|33.15\|641095;2026-04-16\|35.54\|6.41\|33.43\|36.60\|33.43\|909676;2026-04-17\|35.05\|-1.38\|35.30\|35.46\|34.37\|702668;2026-04-20\|33.60\|-4.14\|34.71\|35.00\|33.40\|773412;2026-04-21\|32.65\|-2.83\|34.00\|34.78\|31.57\|998567;2026-04-22\|34.86\|6.77\|32.03\|35.00\|31.86\|876492;2026-04-23\|34.14\|-2.07\|34.87\|35.25\|33.40\|708083;2026-04-24\|32.74\|-4.10\|33.89\|34.08\|31.70\|834719;2026-04-27\|32.48\|-0.79\|32.92\|33.38\|32.01\|534033;2026-04-28\|33.22\|2.28\|32.11\|34.30\|32.10\|765538;2026-04-29\|33.14\|-0.24\|33.17\|33.96\|32.66\|485365;2026-04-30\|35.40\|6.82\|33.10\|35.95\|32.88\|967677;2026-05-06\|38.94\|10.00\|38.94\|38.94\|38.94\|115169;2026-05-07\|42.83\|9.99\|42.83\|42.83\|42.83\|185880;2026-05-08\|39.90\|-6.84\|42.83\|42.83\|39.77\|2229196;2026-05-11\|39.02\|-2.21\|40.16\|41.00\|37.85\|1562270;2026-05-12\|37.45\|-4.02\|38.51\|39.05\|36.92\|1128955;2026-05-13\|39.28\|4.89\|37.35\|39.35\|37.35\|1362121;2026-05-14\|38.03\|-3.18\|39.67\|39.68\|37.03\|1221985;2026-05-15\|36.51\|-4.00\|37.64\|38.60\|36.20\|807738;2026-05-18\|36.63\|0.33\|36.10\|37.44\|36.10\|580361;2026-05-19\|37.90\|3.47\|36.80\|37.99\|35.51\|774342;2026-05-20\|38.46\|1.48\|37.68\|38.80\|37.10\|836051;2026-05-21\|36.18\|-5.93\|38.70\|38.87\|35.99\|734546;2026-05-22\|38.78\|7.19\|36.53\|39.02\|35.98\|1101723;2026-05-25\|38.32\|-1.19\|38.77\|39.76\|37.33\|811879;2026-05-26\|36.80\|-3.97\|38.00\|38.50\|35.73\|773810;2026-05-27\|39.33\|6.88\|39.00\|40.40\|38.05\|1444517;2026-05-28\|39.31\|-0.05\|39.68\|40.55\|38.80\|840380;2026-05-29\|35.62\|-9.39\|39.20\|39.60\|35.38\|1267155;2026-06-01\|35.75\|0.36\|34.71\|37.32\|33.96\|923784;2026-06-02\|35.62\|-0.36\|37.60\|37.80\|34.42\|880501;2026-06-03\|34.79\|-2.33\|34.52\|36.00\|34.48\|769763;2026-06-04\|33.33\|-4.20\|34.25\|34.30\|33.02\|738870;2026-06-05\|33.17\|-0.48\|33.12\|34.68\|31.59\|764741;2026-06-08\|31.55\|-4.88\|31.78\|32.27\|31.00\|547764;2026-06-09\|34.71\|10.02\|32.18\|34.71\|31.66\|942649;2026-06-10\|33.30\|-4.06\|33.99\|34.06\|32.78\|645566;2026-06-11\|33.14\|-0.48\|33.30\|33.78\|32.81\|386895;2026-06-12\|31.46\|-5.07\|33.64\|33.79\|31.46\|562856;2026-06-15\|33.10\|5.21\|32.66\|33.26\|31.51\|563499;2026-06-16\|32.63\|-1.42\|33.71\|34.07\|32.30\|713402;2026-06-17\|35.89\|9.99\|32.30\|35.89\|32.30\|1455119;2026-06-18\|36.26\|1.03\|36.00\|37.20\|35.89\|961140;2026-06-22\|35.10\|-3.20\|36.50\|37.03\|34.77\|875280;2026-06-23\|33.80\|-3.70\|35.62\|36.11\|33.60\|680676;2026-06-24\|36.34\|7.51\|33.18\|37.08\|32.67\|913828;2026-06-25\|36.36\|0.06\|36.41\|37.80\|35.61\|814550;2026-06-26\|34.28\|-5.72\|36.37\|36.37\|33.74\|604198;2026-06-29\|32.16\|-6.18\|34.17\|34.25\|31.80\|611546;2026-06-30\|33.58\|4.42\|32.01\|33.93\|31.68\|441318;2026-07-01\|36.94\|10.01\|33.50\|36.94\|32.03\|1205780;2026-07-02\|36.46\|-1.30\|36.00\|38.45\|34.68\|1275571;2026-07-03\|36.25\|-0.58\|36.45\|37.27\|35.25\|747072;2026-07-06\|36.82\|1.57\|36.55\|37.25\|35.46\|759106;2026-07-07\|34.93\|-5.13\|36.55\|37.45\|33.78\|693243;2026-07-08\|36.00\|3.06\|35.00\|37.46\|34.61\|590837;2026-07-09\|38.34\|6.50\|36.00\|38.50\|35.50\|955602;2026-07-10\|37.15\|-3.10\|37.58\|39.76\|37.10\|843021;2026-07-13\|38.25\|2.96\|37.32\|39.90\|37.16\|1001535;2026-07-14\|38.75\|1.31\|37.00\|39.68\|36.28\|924897;2026-07-15\|37.61\|-2.94\|38.53\|38.75\|36.86\|556893;2026-07-16\|35.99\|-4.31\|36.68\|37.18\|35.80\|466432;2026-07-17\|32.77\|-8.95\|35.20\|35.30\|32.63\|539715

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