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
115377	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.74\|-0.92\|90.51\|91.88\|88.11\|47614;2026-09-10\|88.65\|-0.10\|88.25\|89.50\|87.10\|40612;2026-09-11\|85.79\|-3.23\|88.44\|88.45\|82.91\|52946;2026-09-14\|85.99\|0.23\|84.52\|86.98\|83.29\|45169
115376	证监会批复同意长鑫科技首次公开发行股票注册	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，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。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-05-11\|206.89\|5.59\|199.03\|211.00\|197.97\|81598;2026-05-12\|235.14\|13.65\|206.30\|238.00\|203.13\|153924;2026-05-13\|250.71\|6.62\|225.00\|256.60\|223.89\|156971;2026-05-14\|250.50\|-0.08\|250.92\|257.38\|240.17\|97689;2026-05-15\|267.51\|6.79\|253.00\|288.68\|248.69\|158981;2026-05-18\|273.00\|2.05\|272.85\|286.68\|267.00\|154097;2026-05-19\|277.60\|1.69\|272.15\|282.10\|263.00\|117517;2026-05-20\|298.00\|7.35\|281.00\|301.69\|281.00\|125127;2026-05-21\|280.00\|-6.04\|302.20\|312.99\|280.00\|160189;2026-05-22\|276.28\|-1.33\|283.89\|289.96\|268.00\|131273;2026-05-25\|295.00\|6.78\|274.92\|304.68\|265.00\|140741;2026-05-26\|294.82\|-0.06\|293.48\|301.44\|283.33\|135112;2026-05-27\|281.98\|-4.36\|291.20\|302.91\|281.08\|115311;2026-05-28\|274.50\|-2.65\|280.66\|282.86\|270.07\|129421;2026-05-29\|261.29\|-4.81\|275.00\|279.50\|256.88\|130101;2026-06-01\|244.70\|-6.35\|261.00\|261.00\|242.80\|115375;2026-06-02\|244.76\|0.02\|245.00\|249.98\|238.18\|84140;2026-06-03\|247.86\|1.27\|245.50\|256.56\|241.66\|100927;2026-06-04\|255.08\|2.91\|243.65\|258.52\|243.00\|85163;2026-06-05\|248.00\|-2.78\|251.00\|257.96\|245.00\|81615;2026-06-08\|240.31\|-3.10\|235.01\|248.88\|233.56\|76068;2026-06-09\|255.20\|6.20\|246.00\|255.90\|243.19\|83786;2026-06-10\|182.22\|0.04\|180.00\|189.48\|178.56\|142860;2026-06-11\|186.74\|2.48\|180.31\|192.80\|180.00\|142716;2026-06-12\|184.00\|-1.47\|193.68\|198.89\|183.20\|192783;2026-06-15\|199.33\|8.33\|186.00\|200.68\|183.00\|174678;2026-06-16\|201.18\|0.93\|200.00\|205.50\|193.88\|149657;2026-06-17\|222.31\|10.50\|196.00\|222.88\|196.00\|198987;2026-06-18\|226.86\|2.05\|225.06\|232.33\|220.45\|160506;2026-06-22\|235.10\|3.63\|230.50\|237.50\|223.35\|166799;2026-06-23\|231.01\|-1.74\|231.82\|240.79\|225.01\|126279;2026-06-24\|242.49\|4.97\|230.52\|246.00\|228.00\|133069;2026-06-25\|252.50\|4.13\|248.00\|257.96\|244.26\|133027;2026-06-26\|263.60\|4.40\|250.00\|265.99\|246.20\|136011;2026-06-29\|316.32\|20.00\|264.93\|316.32\|264.20\|183249;2026-06-30\|322.18\|1.85\|330.00\|332.55\|303.01\|207387;2026-07-01\|330.00\|2.43\|322.19\|356.64\|320.00\|190061;2026-07-02\|281.00\|-14.85\|307.86\|312.93\|275.98\|244152;2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|225057;2026-07-13\|325.51\|0.28\|314.05\|338.75\|314.05\|195611;2026-07-14\|309.00\|-5.07\|315.00\|331.97\|285.11\|253766;2026-07-15\|289.98\|-6.16\|313.00\|316.60\|282.83\|177745;2026-07-16\|258.43\|-10.88\|282.49\|287.99\|257.00\|161425;2026-07-17\|241.67\|-6.49\|258.43\|265.50\|240.88\|197791;2026-07-20\|227.97\|-5.67\|247.00\|252.99\|221.02\|190285;2026-07-21\|273.56\|20.00\|235.00\|273.56\|216.00\|223653;2026-07-22\|273.00\|-0.20\|265.00\|284.11\|260.01\|215947;2026-07-23\|258.55\|-5.29\|275.13\|279.87\|255.01\|151526;2026-07-24\|263.90\|2.07\|253.77\|277.25\|250.00\|155144;2026-07-27\|271.50\|2.88\|261.28\|278.88\|252.50\|149470;2026-07-28\|258.00\|-4.97\|269.36\|273.00\|256.01\|145656;2026-07-29\|268.70\|4.15\|258.12\|268.76\|236.46\|192805;2026-07-30\|268.28\|-0.16\|262.00\|283.99\|247.06\|203702;2026-07-31\|256.98\|-4.21\|300.00\|300.68\|255.11\|227906;2026-08-03\|226.99\|-11.67\|248.00\|249.60\|222.20\|204307;2026-08-04\|228.11\|0.49\|227.36\|236.16\|222.50\|170245;2026-08-05\|243.00\|6.53\|225.00\|247.00\|223.50\|203469;2026-08-06\|244.60\|0.66\|235.00\|250.00\|230.20\|154731;2026-08-07\|259.30\|6.01\|244.57\|261.50\|240.80\|148798;2026-08-10\|263.53\|1.63\|259.30\|272.85\|255.00\|125574;2026-08-11\|268.33\|1.82\|258.31\|278.50\|258.23\|161337;2026-08-12\|273.33\|1.86\|269.91\|273.60\|265.38\|110882;2026-08-13\|262.99\|-3.78\|276.01\|279.00\|262.00\|108084;2026-08-14\|263.42\|0.16\|266.90\|268.33\|258.80\|86450;2026-08-17\|277.44\|5.32\|263.42\|278.93\|258.80\|111776;2026-08-18\|288.68\|4.05\|277.34\|289.35\|274.06\|117511;2026-08-19\|271.54\|-5.94\|280.00\|288.59\|266.00\|135126;2026-08-20\|280.50\|3.30\|275.00\|283.50\|271.55\|94649;2026-08-21\|271.70\|-3.14\|278.35\|280.50\|268.76\|79949;2026-08-24\|266.66\|-1.85\|273.00\|275.00\|261.00\|81756;2026-08-25\|262.50\|-1.56\|264.07\|268.18\|254.07\|87603;2026-08-26\|262.18\|-0.12\|262.00\|266.48\|255.55\|67946;2026-08-27\|267.10\|1.88\|263.88\|272.24\|260.36\|83139;2026-08-28\|260.52\|-2.46\|264.00\|272.00\|260.20\|60534;2026-08-31\|260.64\|0.05\|254.60\|261.70\|248.90\|84835;2026-09-01\|253.88\|-2.59\|259.95\|263.47\|252.00\|64951;2026-09-02\|250.38\|-1.38\|249.10\|254.00\|245.00\|59418;2026-09-03\|250.25\|-0.05\|252.11\|254.67\|249.36\|50340;2026-09-04\|243.49\|-2.70\|254.63\|257.84\|241.30\|68492;2026-09-07\|246.20\|1.11\|245.01\|252.85\|240.11\|82077;2026-09-08\|242.00\|-1.71\|246.89\|248.88\|241.11\|55935;2026-09-09\|240.30\|-0.70\|246.84\|246.84\|239.40\|49200;2026-09-10\|243.76\|1.44\|238.60\|246.38\|235.41\|54878;2026-09-11\|237.11\|-2.73\|243.50\|244.70\|230.36\|76262;2026-09-14\|235.17\|-0.82\|233.40\|238.50\|231.00\|49944
115375	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+AI芯片+MCU芯片行业原因： 1、亚洲股市周一早盘，三星电子股价大涨近5%创历史新高，SK海力士同步走强涨近3%。上周五美股闪迪大涨16%，美光科技涨超10%。据DRAMeXchange最新报告，2026年Q1 DRAM合约价最高涨幅或达50%。 2、港交所数据显示，国家大基金在中芯国际H股持股比例由4.79%升至9.25%，同时长鑫科技、壁仞科技等国产存储及GPU龙头密集启动港股IPO，产业资本与二级市场形成共振。公司原因： 1、据2025年4月26日公告，公司主营NOR Flash、MCU及存算一体AI芯片，形成“存储+控制+AI”一体化战略，产品已量产出货。 2、据2025年10月17日机构调研纪要，32Mb-128Mb NOR Flash占该业务营收60%，有望在2025年四季度实现价格上涨，4Mb NORD工艺产品已送样客户。 3、据2025年11月28日公告，公司回购826,890股，占总股本0.9962%，支付资金约3001万元。	公司主营存储芯片和MCU芯片，产品包括NOR Flash芯片和MCU芯片两大类，同时还致力于开发基于NOR闪存技术的存算一体终端推理AI芯片	2026-05-11\|130.40\|14.89\|120.47\|131.50\|117.00\|75432;2026-05-12\|124.82\|-4.28\|127.96\|128.87\|122.27\|65690;2026-05-13\|126.60\|1.43\|122.00\|127.60\|118.85\|63832;2026-05-14\|122.30\|-3.40\|126.00\|129.08\|122.28\|57349;2026-05-15\|120.63\|-1.37\|121.74\|126.00\|116.00\|58455;2026-05-18\|126.91\|5.21\|120.63\|129.90\|120.00\|61417;2026-05-19\|125.00\|-1.50\|124.15\|125.88\|120.06\|45822;2026-05-20\|125.23\|0.18\|123.75\|127.18\|123.17\|44083;2026-05-21\|115.75\|-7.57\|129.00\|131.50\|114.00\|68713;2026-05-22\|123.90\|7.04\|117.94\|124.94\|117.94\|54167;2026-05-25\|126.20\|1.86\|124.18\|129.00\|121.35\|49938;2026-05-26\|122.22\|-3.15\|125.51\|126.01\|119.00\|43224;2026-05-27\|128.04\|4.76\|125.99\|138.70\|125.66\|81479;2026-05-28\|130.94\|2.26\|128.93\|133.57\|125.94\|73397;2026-05-29\|120.92\|-7.65\|131.20\|133.19\|119.67\|59547;2026-06-01\|114.50\|-5.31\|121.82\|123.63\|114.00\|41390;2026-06-02\|114.50\|0.00\|115.87\|118.80\|109.77\|39065;2026-06-03\|114.60\|0.09\|114.95\|119.85\|112.00\|45100;2026-06-04\|119.00\|3.84\|112.02\|122.50\|111.32\|49144;2026-06-05\|113.20\|-4.87\|114.68\|119.00\|112.00\|37186;2026-06-08\|106.45\|-5.96\|102.59\|110.16\|102.59\|38665;2026-06-09\|116.49\|9.43\|109.85\|117.87\|108.25\|37758;2026-06-10\|112.45\|-3.47\|113.97\|116.48\|110.70\|30928;2026-06-11\|111.25\|-1.07\|110.54\|114.94\|109.00\|28051;2026-06-12\|109.62\|-1.47\|116.00\|121.25\|109.30\|40321;2026-06-15\|122.89\|12.11\|112.88\|126.00\|110.50\|48047;2026-06-16\|125.31\|1.97\|122.28\|127.56\|120.70\|56143;2026-06-17\|138.72\|10.70\|123.37\|140.08\|121.66\|74724;2026-06-18\|144.90\|4.46\|138.99\|149.89\|138.99\|87489;2026-06-22\|151.04\|4.24\|146.01\|151.99\|141.33\|83405;2026-06-23\|146.40\|-3.07\|151.00\|154.99\|143.58\|65351;2026-06-24\|127.75\|13.17\|109.51\|127.75\|109.01\|82100;2026-06-25\|137.56\|7.68\|132.60\|140.28\|129.36\|103726;2026-06-26\|130.78\|-4.93\|135.00\|145.00\|127.80\|104741;2026-06-29\|127.87\|-2.23\|129.58\|135.00\|118.00\|93196;2026-06-30\|140.00\|9.49\|125.90\|141.88\|123.51\|85323;2026-07-01\|132.49\|-5.36\|137.60\|144.94\|131.28\|89596;2026-07-02\|121.40\|-8.37\|122.24\|131.81\|120.78\|70952;2026-07-03\|129.39\|6.58\|120.00\|134.55\|118.36\|76880;2026-07-06\|128.03\|-1.05\|133.55\|133.71\|123.22\|69361;2026-07-07\|120.97\|-5.51\|124.43\|128.54\|120.00\|48628;2026-07-08\|117.09\|-3.21\|122.00\|124.84\|115.20\|48714;2026-07-09\|126.00\|7.61\|120.64\|126.33\|115.41\|68142;2026-07-10\|116.74\|-7.35\|126.32\|130.49\|116.52\|62646;2026-07-13\|106.38\|-8.87\|111.56\|117.86\|105.00\|61121;2026-07-14\|107.80\|1.33\|108.02\|109.40\|99.14\|60960;2026-07-15\|98.60\|-8.53\|110.81\|111.45\|97.50\|56825;2026-07-16\|88.15\|-10.60\|94.60\|97.60\|85.99\|60385;2026-07-17\|71.48\|-18.91\|87.65\|88.87\|71.07\|92927;2026-07-20\|62.14\|-13.07\|74.33\|76.42\|59.61\|117330;2026-07-21\|71.67\|15.34\|63.95\|71.96\|54.32\|118550;2026-07-22\|72.44\|1.07\|71.29\|77.88\|71.29\|119797;2026-07-23\|70.10\|-3.23\|72.30\|75.00\|69.10\|75324;2026-07-24\|68.18\|-2.74\|69.88\|71.22\|66.25\|64283;2026-07-27\|69.27\|1.60\|68.00\|70.28\|64.11\|63164;2026-07-28\|63.10\|-8.91\|67.37\|70.45\|62.62\|73401;2026-07-29\|62.49\|-0.97\|63.09\|64.57\|57.57\|88966;2026-07-30\|59.68\|-4.50\|61.80\|64.00\|57.86\|79471;2026-07-31\|62.67\|5.01\|66.43\|68.86\|62.52\|94138;2026-08-03\|59.56\|-4.96\|61.86\|62.90\|58.59\|76638;2026-08-04\|63.01\|5.79\|60.37\|63.89\|59.80\|63978;2026-08-05\|69.80\|10.78\|63.18\|71.51\|63.18\|76682;2026-08-06\|70.70\|1.29\|67.30\|72.12\|67.30\|66800;2026-08-07\|74.04\|4.72\|70.89\|74.80\|69.22\|66351;2026-08-10\|72.10\|-2.62\|74.97\|75.31\|70.11\|59979;2026-08-11\|71.78\|-0.44\|72.17\|73.67\|70.66\|42171;2026-08-12\|73.31\|2.13\|72.87\|74.79\|71.10\|43898;2026-08-13\|71.72\|-2.17\|75.11\|76.88\|71.54\|58369;2026-08-14\|75.24\|4.91\|73.89\|76.68\|72.56\|58634;2026-08-17\|81.08\|7.76\|76.00\|81.19\|75.25\|61817;2026-08-18\|81.51\|0.53\|80.99\|83.33\|79.50\|60255;2026-08-19\|72.80\|-10.69\|78.83\|80.68\|71.71\|62835;2026-08-20\|74.45\|2.27\|74.00\|75.38\|71.77\|51833;2026-08-21\|75.45\|1.34\|73.92\|77.49\|73.92\|41887;2026-08-24\|72.87\|-3.42\|75.45\|76.39\|70.50\|46333;2026-08-25\|75.90\|4.16\|71.22\|76.50\|69.00\|53605;2026-08-26\|73.30\|-3.43\|75.89\|76.01\|70.56\|68883;2026-08-27\|80.00\|9.14\|73.56\|80.62\|73.56\|75464;2026-08-28\|75.35\|-5.81\|79.00\|80.32\|75.27\|60119;2026-08-31\|78.31\|3.93\|74.00\|78.50\|73.17\|52711;2026-09-01\|75.60\|-3.46\|79.44\|79.44\|74.67\|48327;2026-09-02\|74.13\|-1.94\|74.64\|75.50\|73.60\|31375;2026-09-03\|74.76\|0.85\|75.09\|76.28\|72.51\|40320;2026-09-04\|70.91\|-5.15\|75.30\|76.50\|70.03\|47498;2026-09-07\|76.84\|8.36\|72.97\|77.50\|72.96\|70920;2026-09-08\|75.78\|-1.38\|77.03\|78.56\|74.68\|42285;2026-09-09\|74.30\|-1.95\|76.88\|78.38\|73.64\|46117;2026-09-10\|75.03\|0.98\|73.62\|76.58\|73.25\|40813;2026-09-11\|71.44\|-4.78\|72.95\|74.45\|69.08\|55333;2026-09-14\|70.77\|-0.94\|70.56\|71.82\|68.41\|35263
115374	证监会批复同意长鑫科技首次公开发行股票注册	机器人+MEMS传感器+送转行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月10日投资者关系活动记录表，公司重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发，相关项目研发工作正按计划推进；据2026年3月9日投资者关系活动记录表，公司已启动六维力传感器、机器人专用IMU等多款产品的研发立项工作。 2、据2025年8月29日半年报及2026年6月10日投资者关系活动记录表，公司是国内少数在MEMS声学、压力、惯性传感器领域均具有芯片自主设计能力的公司，拥有MEMS全产业链研发能力。 3、据2026年6月26日权益分派实施公告，公司2025年年度拟向全体股东每10股派发现金红利2.70元含税，同时每10股以资本公积转增4股，股权登记日为2026年7月1日。	公司为国内领先的MEMS传感器设计企业	2026-05-11\|72.30\|1.20\|72.54\|72.89\|71.10\|21588;2026-05-12\|71.40\|-1.24\|72.30\|72.64\|70.51\|17636;2026-05-13\|72.53\|1.58\|70.80\|73.20\|69.70\|21883;2026-05-14\|72.78\|0.34\|73.41\|74.40\|70.82\|24830;2026-05-15\|71.40\|-1.90\|72.05\|73.48\|70.02\|22399;2026-05-18\|74.14\|3.84\|71.39\|76.00\|70.62\|33032;2026-05-19\|76.35\|2.98\|73.65\|76.56\|72.53\|27906;2026-05-20\|75.51\|-1.10\|75.84\|76.15\|74.90\|21458;2026-05-21\|70.91\|-6.09\|76.63\|76.70\|70.88\|34280;2026-05-22\|72.82\|2.69\|71.50\|73.23\|70.60\|19163;2026-05-25\|75.78\|4.06\|72.84\|75.85\|71.81\|30614;2026-05-26\|72.72\|-4.04\|75.70\|75.70\|71.10\|25712;2026-05-27\|70.16\|-3.52\|72.72\|73.45\|69.60\|21508;2026-05-28\|71.18\|1.45\|69.91\|72.15\|69.05\|16680;2026-05-29\|65.48\|-8.01\|71.74\|71.74\|65.00\|26732;2026-06-01\|64.25\|-1.88\|65.49\|66.78\|63.90\|15324;2026-06-02\|62.30\|-3.04\|63.84\|64.57\|61.00\|16871;2026-06-03\|61.86\|-0.71\|61.78\|63.84\|61.34\|13719;2026-06-04\|60.70\|-1.88\|62.76\|62.76\|60.42\|14873;2026-06-05\|64.00\|5.44\|60.50\|67.44\|57.00\|35061;2026-06-08\|62.42\|-2.47\|62.34\|65.77\|61.00\|24685;2026-06-09\|63.21\|1.27\|63.69\|63.76\|61.70\|15296;2026-06-10\|61.88\|-2.10\|62.50\|64.10\|61.10\|13591;2026-06-11\|62.80\|1.49\|61.88\|63.34\|60.58\|12011;2026-06-12\|62.91\|0.18\|64.20\|66.37\|62.80\|16656;2026-06-15\|67.25\|6.90\|63.96\|67.98\|63.11\|21951;2026-06-16\|72.08\|7.18\|67.23\|74.98\|66.51\|31681;2026-06-17\|80.31\|11.42\|73.49\|82.40\|71.88\|55441;2026-06-18\|79.90\|-0.51\|80.37\|81.72\|77.97\|36550;2026-06-22\|93.84\|17.45\|82.32\|95.78\|80.00\|89282;2026-06-23\|92.00\|-1.96\|94.85\|94.87\|87.47\|55539;2026-06-24\|96.90\|5.33\|90.15\|99.80\|89.01\|61798;2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|53110;2026-07-13\|59.38\|-11.13\|64.05\|67.81\|58.79\|63137;2026-07-14\|59.33\|-0.08\|60.32\|61.48\|56.35\|43491;2026-07-15\|56.15\|-5.36\|58.53\|60.80\|55.52\|41320;2026-07-16\|53.06\|-5.50\|55.73\|57.33\|52.53\|45582;2026-07-17\|45.43\|-14.38\|53.58\|53.99\|45.00\|63024;2026-07-20\|40.84\|-10.10\|49.07\|49.63\|39.53\|77634;2026-07-21\|44.81\|9.72\|41.66\|44.97\|36.60\|94060;2026-07-22\|42.54\|-5.07\|44.00\|45.78\|42.25\|57557;2026-07-23\|41.50\|-2.44\|42.30\|43.60\|41.00\|41910;2026-07-24\|40.89\|-1.47\|41.50\|42.34\|40.20\|43288;2026-07-27\|41.66\|1.88\|40.16\|42.12\|39.51\|34712;2026-07-28\|39.39\|-5.45\|40.80\|42.65\|39.15\|39415;2026-07-29\|39.28\|-0.28\|39.60\|39.83\|37.21\|46333;2026-07-30\|36.61\|-6.80\|39.28\|39.78\|36.50\|43976;2026-07-31\|38.55\|5.30\|39.25\|40.91\|38.51\|53344;2026-08-03\|37.68\|-2.26\|38.47\|39.15\|37.35\|31646;2026-08-04\|40.84\|8.39\|38.91\|41.48\|38.00\|41653;2026-08-05\|43.03\|5.36\|40.80\|43.55\|40.50\|45780;2026-08-06\|43.44\|0.95\|42.90\|44.28\|42.28\|37784;2026-08-07\|45.26\|4.19\|44.25\|45.57\|42.41\|42917;2026-08-10\|45.26\|0.00\|46.17\|46.61\|44.20\|37118;2026-08-11\|45.50\|0.53\|44.31\|46.46\|44.31\|32542;2026-08-12\|46.09\|1.30\|46.33\|47.00\|45.02\|35117;2026-08-13\|44.63\|-3.17\|46.63\|47.12\|44.60\|33585;2026-08-14\|53.56\|20.01\|44.88\|53.56\|44.88\|121922;2026-08-17\|52.93\|-1.18\|52.00\|53.56\|50.71\|118025;2026-08-18\|50.75\|-4.12\|52.67\|53.55\|49.69\|83205;2026-08-19\|46.43\|-8.51\|49.00\|50.20\|45.82\|64864;2026-08-20\|51.28\|10.45\|49.00\|54.72\|46.43\|152894;2026-08-21\|49.00\|-4.45\|50.09\|51.00\|48.52\|93620;2026-08-24\|47.14\|-3.80\|48.51\|49.88\|45.43\|75557;2026-08-25\|46.18\|-2.04\|45.91\|46.80\|43.50\|59560;2026-08-26\|45.25\|-2.01\|46.18\|46.41\|44.18\|43692;2026-08-27\|48.16\|6.43\|45.35\|48.40\|44.72\|60361;2026-08-28\|47.75\|-0.85\|47.88\|49.47\|47.05\|49392;2026-08-31\|51.65\|8.17\|45.54\|52.06\|45.54\|83196;2026-09-01\|49.39\|-4.38\|51.99\|51.99\|49.19\|49827;2026-09-02\|49.20\|-0.38\|48.51\|51.00\|48.51\|44992;2026-09-03\|48.51\|-1.40\|49.33\|49.90\|47.56\|35093;2026-09-04\|46.00\|-5.17\|49.10\|49.60\|45.52\|44639;2026-09-07\|48.26\|4.91\|46.40\|48.34\|46.40\|42656;2026-09-08\|46.86\|-2.90\|48.27\|48.27\|46.38\|33658;2026-09-09\|45.38\|-3.16\|47.22\|48.26\|45.15\|34086;2026-09-10\|44.58\|-1.76\|44.93\|45.66\|44.40\|29671;2026-09-11\|43.25\|-2.98\|44.34\|44.34\|41.63\|34348;2026-09-14\|43.50\|0.58\|43.35\|43.91\|42.15\|25752
115373	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344;2026-07-27\|98.88\|9.24\|90.23\|99.95\|87.80\|111928;2026-07-28\|91.17\|-7.80\|95.01\|97.21\|90.00\|100494;2026-07-29\|88.55\|-2.87\|91.19\|92.52\|84.00\|105962;2026-07-30\|79.43\|-10.30\|88.01\|88.90\|76.88\|107529;2026-07-31\|86.22\|8.55\|89.76\|92.80\|86.14\|119634;2026-08-03\|81.81\|-5.11\|85.01\|87.88\|80.68\|84985;2026-08-04\|92.80\|13.43\|83.11\|92.80\|80.91\|98966;2026-08-05\|98.01\|5.61\|89.78\|101.00\|88.37\|177548;2026-08-06\|108.30\|10.50\|91.34\|109.24\|91.34\|216371;2026-08-07\|119.63\|10.46\|105.50\|129.00\|101.31\|263118;2026-08-10\|113.60\|-5.04\|118.88\|119.30\|108.70\|183886;2026-08-11\|111.10\|-2.20\|109.00\|118.26\|108.50\|142523;2026-08-12\|113.66\|2.30\|110.07\|116.66\|108.33\|117812;2026-08-13\|109.80\|-3.40\|115.80\|118.88\|109.50\|138307;2026-08-14\|115.12\|4.85\|110.16\|116.88\|109.01\|134280;2026-08-17\|123.19\|7.01\|116.73\|123.68\|114.87\|145512;2026-08-18\|130.00\|5.53\|124.01\|138.87\|124.01\|211468;2026-08-19\|110.36\|-15.11\|126.14\|126.70\|109.30\|193890;2026-08-20\|112.62\|2.05\|112.51\|116.95\|108.01\|134869;2026-08-21\|110.15\|-2.19\|112.31\|116.56\|108.20\|108646;2026-08-24\|102.51\|-6.94\|112.22\|112.34\|98.66\|116203;2026-08-25\|101.22\|-1.26\|99.94\|103.50\|95.60\|94010;2026-08-26\|99.43\|-1.77\|102.23\|102.77\|95.55\|84888;2026-08-27\|106.84\|7.45\|101.81\|108.30\|99.36\|126277;2026-08-28\|104.19\|-2.48\|106.01\|107.99\|103.83\|89444;2026-08-31\|105.41\|1.17\|100.49\|106.56\|99.80\|72094;2026-09-01\|98.74\|-6.33\|106.30\|106.66\|98.00\|94016;2026-09-02\|96.00\|-2.77\|96.80\|98.41\|95.00\|63768;2026-09-03\|95.66\|-0.35\|97.01\|98.50\|94.20\|61162;2026-09-04\|91.17\|-4.69\|97.01\|98.71\|90.38\|82110;2026-09-07\|97.33\|6.76\|91.50\|97.85\|90.86\|98536;2026-09-08\|94.50\|-2.91\|96.66\|97.89\|93.81\|68120;2026-09-09\|92.80\|-1.80\|96.01\|97.29\|91.82\|65243;2026-09-10\|92.10\|-0.75\|91.62\|94.68\|90.80\|50166;2026-09-11\|90.52\|-1.72\|90.85\|91.50\|86.40\|60974;2026-09-14\|91.11\|0.65\|89.26\|92.09\|86.37\|53186
115372	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-05-11\|504.18\|8.88\|475.00\|516.96\|468.86\|84239;2026-05-12\|507.02\|0.56\|500.00\|514.98\|490.00\|56754;2026-05-13\|515.02\|1.58\|499.00\|523.00\|487.01\|60626;2026-05-14\|493.00\|-4.28\|520.00\|525.00\|491.17\|52326;2026-05-15\|529.94\|7.49\|493.00\|565.00\|472.06\|105704;2026-05-18\|525.21\|-0.89\|540.00\|556.00\|520.01\|89217;2026-05-19\|554.93\|5.66\|525.21\|562.78\|508.00\|83496;2026-05-20\|634.88\|14.41\|570.00\|636.27\|566.03\|123297;2026-05-21\|606.20\|-4.52\|648.01\|698.00\|601.00\|151151;2026-05-22\|616.98\|1.78\|606.00\|636.00\|578.00\|123410;2026-05-25\|721.00\|16.86\|602.00\|740.05\|583.85\|146309;2026-05-26\|750.00\|4.02\|721.12\|779.00\|696.00\|124141;2026-05-27\|667.00\|-11.07\|742.50\|744.00\|664.97\|131486;2026-05-28\|672.61\|0.84\|664.97\|700.00\|641.12\|117126;2026-05-29\|627.99\|-6.63\|669.45\|669.45\|618.03\|115296;2026-06-01\|583.35\|-7.11\|611.00\|622.00\|580.62\|97694;2026-06-02\|596.00\|2.17\|585.00\|605.99\|575.00\|103612;2026-06-03\|615.49\|3.27\|590.00\|641.80\|589.12\|119211;2026-06-04\|623.02\|1.28\|601.00\|636.00\|596.01\|91215;2026-06-05\|582.30\|-6.54\|601.98\|616.44\|579.00\|88281;2026-06-08\|568.47\|-2.38\|550.00\|583.00\|548.00\|82503;2026-06-09\|597.00\|5.02\|582.05\|603.88\|572.00\|72676;2026-06-10\|618.00\|3.52\|586.00\|634.94\|586.00\|102679;2026-06-11\|655.27\|6.03\|602.01\|656.85\|602.01\|109942;2026-06-12\|645.18\|-1.54\|699.00\|716.74\|641.00\|154919;2026-06-15\|669.69\|3.80\|650.01\|674.30\|615.10\|90565;2026-06-16\|655.80\|-2.07\|678.00\|679.99\|640.00\|88595;2026-06-17\|740.00\|12.84\|640.02\|740.88\|638.38\|118080;2026-06-18\|734.00\|-0.81\|730.00\|754.10\|721.65\|89339;2026-06-22\|748.01\|1.91\|740.00\|766.00\|708.90\|82975;2026-06-23\|770.00\|2.94\|739.95\|778.68\|702.44\|93039;2026-06-24\|820.00\|6.49\|736.00\|838.00\|736.00\|88363;2026-06-25\|823.00\|0.37\|829.20\|861.08\|799.99\|77167;2026-06-26\|832.00\|1.09\|806.66\|865.00\|790.00\|80245;2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|620.88\|-1.60\|618.00\|625.88\|602.25\|42640;2026-09-14\|601.00\|-3.20\|607.77\|614.08\|598.53\|36746
115371	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：公司电镀铜基液、负性光刻胶等产品已送样至SK海力士、长江存储，匹配先进封装清洗与再布线工艺；涨停缘由：上半年存储涨价仍将持续，现有量产产品覆盖HBM封装前道清洗、金属化及蚀刻环节，客户认证进展快于同业；资金逻辑：化工+半导体交叉题材，4月8日涨停获主力与游资共同推升，量比达3.2，资金押注封装材料国产替代窗口期；风险提示：半导体化学品认证周期长，量产转化存在不确定性，且公司营收规模较小，抗风险能力有限	公司现有量产产品“先进封装负性光刻胶”、“电镀铜基液”、“铜钛蚀刻液”以及客户认证中的“电镀锡银添加剂”等产品可以用于存储芯片封装	2026-05-11\|86.48\|5.51\|84.90\|89.43\|84.17\|62337;2026-05-12\|89.40\|3.38\|85.62\|89.60\|84.12\|70951;2026-05-13\|91.68\|2.55\|87.07\|92.89\|85.24\|65629;2026-05-14\|90.52\|-1.27\|92.76\|95.50\|90.21\|59057;2026-05-15\|91.52\|1.10\|92.08\|94.99\|87.68\|69991;2026-05-18\|93.40\|2.05\|94.89\|97.52\|91.80\|66472;2026-05-19\|98.03\|4.96\|91.00\|98.28\|89.75\|68050;2026-05-20\|105.77\|7.90\|97.11\|109.84\|96.93\|80197;2026-05-21\|90.00\|-14.91\|105.25\|108.25\|89.80\|119548;2026-05-22\|93.37\|3.74\|91.11\|94.90\|88.00\|87440;2026-05-25\|105.28\|12.76\|97.69\|109.60\|95.90\|106800;2026-05-26\|110.26\|4.73\|108.60\|113.88\|106.21\|115530;2026-05-27\|100.15\|-9.17\|112.70\|113.00\|99.21\|95050;2026-05-28\|103.25\|3.10\|99.21\|103.50\|97.00\|64182;2026-05-29\|92.26\|-10.64\|105.00\|107.30\|90.30\|95309;2026-06-01\|87.92\|-4.70\|92.83\|94.20\|87.87\|50240;2026-06-02\|86.76\|-1.32\|88.93\|90.47\|85.78\|37427;2026-06-03\|90.05\|3.79\|85.80\|93.80\|85.50\|52097;2026-06-04\|95.84\|6.43\|88.38\|98.66\|87.91\|63776;2026-06-05\|92.50\|-3.48\|93.79\|96.66\|90.73\|37259;2026-06-08\|87.56\|-5.34\|84.55\|91.68\|84.55\|32460;2026-06-09\|94.90\|8.38\|90.00\|96.00\|88.00\|41397;2026-06-10\|95.48\|0.61\|93.76\|97.50\|93.32\|43778;2026-06-11\|102.29\|7.13\|94.00\|103.43\|94.00\|70855;2026-06-12\|94.50\|-7.62\|104.00\|106.90\|93.75\|71984;2026-06-15\|72.46\|6.70\|67.99\|72.60\|66.00\|65625;2026-06-16\|74.20\|2.40\|73.09\|75.56\|71.00\|85938;2026-06-17\|84.00\|13.21\|73.11\|84.48\|72.85\|111425;2026-06-18\|85.85\|2.20\|83.00\|86.67\|81.00\|84502;2026-06-22\|84.15\|-1.98\|88.00\|88.00\|81.20\|86239;2026-06-23\|83.15\|-1.19\|84.80\|86.88\|81.01\|60606;2026-06-24\|85.90\|3.31\|81.73\|86.70\|80.72\|66487;2026-06-25\|88.20\|2.68\|87.32\|90.88\|85.04\|74232;2026-06-26\|94.26\|6.87\|89.00\|97.98\|87.32\|92409;2026-06-29\|96.00\|1.85\|95.00\|98.60\|88.00\|106796;2026-06-30\|101.00\|5.21\|97.20\|101.22\|93.25\|97696;2026-07-01\|94.42\|-6.51\|99.17\|101.88\|94.21\|101120;2026-07-02\|91.38\|-3.22\|90.07\|101.00\|88.10\|86087;2026-07-03\|87.88\|-3.83\|91.38\|93.00\|87.00\|68142;2026-07-06\|85.75\|-2.42\|90.78\|92.75\|82.50\|64789;2026-07-07\|86.75\|1.17\|85.00\|88.32\|83.38\|50593;2026-07-08\|88.00\|1.44\|87.27\|90.83\|81.00\|65483;2026-07-09\|105.60\|20.00\|90.00\|105.60\|89.03\|114530;2026-07-10\|105.33\|-0.26\|110.99\|120.00\|105.00\|159233;2026-07-13\|96.22\|-8.65\|103.98\|107.99\|94.68\|109548;2026-07-14\|94.62\|-1.66\|94.73\|98.80\|89.00\|79465;2026-07-15\|87.20\|-7.84\|96.51\|97.00\|84.70\|88089;2026-07-16\|76.72\|-12.02\|84.34\|86.00\|76.00\|80596;2026-07-17\|66.56\|-13.24\|75.99\|77.52\|66.09\|89801;2026-07-20\|61.81\|-7.14\|69.30\|74.27\|59.50\|117570;2026-07-21\|72.59\|17.44\|64.23\|72.88\|56.79\|127195;2026-07-22\|68.14\|-6.13\|70.45\|74.18\|67.23\|93249;2026-07-23\|66.33\|-2.66\|68.67\|69.56\|65.43\|52024;2026-07-24\|65.23\|-1.66\|65.00\|67.55\|64.01\|58542;2026-07-27\|69.01\|5.79\|65.50\|69.01\|62.06\|64419;2026-07-28\|60.85\|-11.82\|63.16\|70.10\|60.50\|84294;2026-07-29\|57.46\|-5.57\|60.85\|62.00\|53.58\|100054;2026-07-30\|50.99\|-11.26\|57.20\|58.38\|50.90\|90765;2026-07-31\|53.35\|4.63\|56.05\|58.00\|53.26\|78938;2026-08-03\|49.13\|-7.91\|52.73\|53.49\|48.88\|77415;2026-08-04\|54.30\|10.52\|49.99\|55.29\|49.19\|72845;2026-08-05\|60.15\|10.77\|54.20\|60.46\|54.20\|83986;2026-08-06\|62.38\|3.71\|59.15\|63.58\|58.87\|70980;2026-08-07\|65.70\|5.32\|62.00\|66.06\|61.09\|68368;2026-08-10\|66.47\|1.17\|65.75\|67.09\|64.27\|58264;2026-08-11\|65.15\|-1.99\|66.00\|66.49\|63.09\|46003;2026-08-12\|66.65\|2.30\|65.58\|67.30\|64.63\|35351;2026-08-13\|64.82\|-2.75\|67.98\|68.80\|64.50\|45371;2026-08-14\|66.22\|2.16\|65.89\|66.58\|64.15\|36852;2026-08-17\|72.69\|9.77\|66.87\|72.88\|65.93\|56182;2026-08-18\|74.10\|1.94\|72.50\|74.60\|71.46\|59852;2026-08-19\|67.38\|-9.07\|71.01\|73.88\|66.88\|65636;2026-08-20\|67.05\|-0.49\|69.80\|69.80\|66.02\|52692;2026-08-21\|67.34\|0.43\|67.00\|68.56\|65.31\|33989;2026-08-24\|65.30\|-3.03\|67.02\|68.15\|63.13\|44947;2026-08-25\|64.60\|-1.07\|64.01\|65.56\|61.04\|39999;2026-08-26\|63.82\|-1.21\|65.48\|65.48\|61.00\|41521;2026-08-27\|66.24\|3.79\|64.62\|66.80\|62.90\|46786;2026-08-28\|63.33\|-4.39\|65.90\|67.15\|63.30\|37563;2026-08-31\|64.75\|2.24\|61.75\|65.01\|61.00\|36005;2026-09-01\|62.09\|-4.11\|64.78\|65.80\|61.50\|35778;2026-09-02\|60.10\|-3.21\|61.00\|62.00\|59.58\|30526;2026-09-03\|60.21\|0.18\|60.68\|61.30\|59.01\|31542;2026-09-04\|57.55\|-4.42\|61.22\|61.79\|57.00\|37982;2026-09-07\|60.47\|5.07\|58.50\|61.38\|57.89\|42170;2026-09-08\|59.77\|-1.16\|60.18\|62.00\|59.44\|30999;2026-09-09\|60.86\|1.82\|60.28\|63.88\|60.00\|46916;2026-09-10\|60.46\|-0.66\|60.50\|61.83\|59.00\|26868;2026-09-11\|58.80\|-2.75\|59.40\|59.82\|56.00\|35664;2026-09-14\|59.32\|0.88\|58.00\|59.75\|56.89\|26911
115370	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫存储过会强化国产芯片主题热度，公司智能无线电基带处理芯片进入商业化推广阶段；涨停缘由：第一代智能无线电基带处理芯片已商用，新一代芯片正研发宽带自组网模组，适配军用通信与无人系统升级需求，具备军工电子国产替代刚性逻辑；资金逻辑：军工电子与芯片双概念共振，北向资金近期小幅增持，融资余额处于历史中位水平，资金偏好高弹性次新股；风险提示：军工业务订单执行周期长，新一代芯片研发进度及下游导入存在不确定性，2026年一季度业绩尚未披露	军工电子信息装备供应商；公司第一代智能无线电基带处理芯片已进入商业化推广阶段，新一代芯片已转入宽带自组网模组研发阶段	2026-05-11\|59.20\|-0.84\|59.72\|60.38\|58.36\|23794;2026-05-12\|57.08\|-3.58\|59.05\|59.27\|56.80\|22640;2026-05-13\|58.21\|1.98\|57.40\|59.65\|55.75\|33437;2026-05-14\|55.59\|-4.50\|58.59\|58.59\|55.59\|22938;2026-05-15\|53.64\|-3.51\|55.56\|56.39\|53.03\|25438;2026-05-18\|54.81\|2.18\|53.10\|55.80\|52.68\|16928;2026-05-19\|56.73\|3.50\|55.12\|56.89\|54.09\|18664;2026-05-20\|54.17\|-4.51\|56.33\|56.70\|53.58\|23006;2026-05-21\|52.56\|-2.97\|54.68\|55.77\|52.40\|21576;2026-05-22\|53.00\|0.84\|52.58\|53.46\|51.90\|17773;2026-05-25\|50.08\|-5.51\|53.53\|53.78\|49.28\|35985;2026-05-26\|48.55\|-3.06\|50.07\|50.07\|46.91\|28515;2026-05-27\|46.72\|-3.77\|48.55\|49.05\|46.30\|20309;2026-05-28\|47.12\|0.86\|46.72\|47.30\|45.70\|15316;2026-05-29\|44.00\|-6.62\|47.05\|47.29\|43.85\|22013;2026-06-01\|44.36\|0.82\|44.08\|45.48\|43.87\|19558;2026-06-02\|43.89\|-1.06\|44.00\|44.92\|42.61\|15171;2026-06-03\|44.20\|0.71\|44.45\|44.76\|43.35\|17151;2026-06-04\|44.30\|0.23\|44.29\|45.12\|43.56\|16576;2026-06-05\|43.59\|-1.60\|44.43\|44.48\|43.41\|13541;2026-06-08\|42.30\|-2.96\|43.24\|43.67\|41.51\|23682;2026-06-09\|50.40\|19.15\|42.65\|50.68\|42.31\|40769;2026-06-10\|33.76\|-6.53\|35.57\|36.20\|33.20\|38245;2026-06-11\|32.92\|-2.49\|33.08\|34.48\|31.80\|36703;2026-06-12\|38.75\|17.71\|33.17\|39.38\|33.00\|76046;2026-06-15\|38.85\|0.26\|38.68\|39.69\|37.20\|46831;2026-06-16\|39.77\|2.37\|39.24\|40.88\|38.48\|46254;2026-06-17\|45.10\|13.40\|40.07\|45.47\|40.07\|99640;2026-06-18\|42.91\|-4.86\|44.68\|46.86\|42.19\|127329;2026-06-22\|43.55\|1.49\|42.99\|44.00\|42.30\|65819;2026-06-23\|43.06\|-1.13\|40.06\|43.91\|40.06\|63746;2026-06-24\|44.20\|2.65\|42.04\|44.43\|42.04\|55882;2026-06-25\|45.60\|3.17\|45.07\|46.00\|43.61\|51065;2026-06-26\|43.80\|-3.95\|45.20\|45.50\|42.90\|45732;2026-06-29\|41.60\|-5.02\|43.61\|44.87\|41.20\|48545;2026-06-30\|44.98\|8.12\|42.85\|46.83\|41.80\|83588;2026-07-01\|45.83\|1.89\|44.98\|46.58\|44.63\|49742;2026-07-02\|44.50\|-2.90\|44.98\|46.68\|44.30\|45346;2026-07-03\|44.26\|-0.54\|44.83\|46.36\|44.16\|41372;2026-07-06\|44.00\|-0.59\|44.29\|44.96\|42.02\|44691;2026-07-07\|42.35\|-3.75\|43.72\|44.56\|42.04\|31366;2026-07-08\|40.58\|-4.18\|42.48\|42.69\|40.20\|33280;2026-07-09\|42.40\|4.49\|40.79\|42.70\|40.11\|36693;2026-07-10\|41.90\|-1.18\|42.36\|44.17\|41.60\|46770;2026-07-13\|38.20\|-8.83\|41.55\|41.96\|38.01\|41300;2026-07-14\|37.82\|-0.99\|39.42\|39.42\|35.77\|38181;2026-07-15\|36.71\|-2.94\|37.75\|38.42\|36.32\|22903;2026-07-16\|35.46\|-3.41\|36.13\|36.88\|35.11\|22570;2026-07-17\|31.82\|-10.27\|34.85\|35.23\|31.00\|41951;2026-07-20\|29.49\|-7.32\|31.90\|33.00\|28.74\|39106;2026-07-21\|30.55\|3.59\|30.00\|31.08\|26.08\|74323;2026-07-22\|28.38\|-7.10\|30.50\|30.50\|27.80\|64772;2026-07-23\|28.29\|-0.32\|28.37\|28.84\|27.50\|36885;2026-07-24\|27.62\|-2.37\|28.20\|28.82\|27.46\|25833;2026-07-27\|28.96\|4.85\|27.33\|29.14\|27.33\|35907;2026-07-28\|27.50\|-5.04\|28.74\|29.68\|27.28\|33180;2026-07-29\|27.20\|-1.09\|27.39\|27.74\|26.50\|33969;2026-07-30\|26.18\|-3.75\|27.04\|27.74\|25.90\|34768;2026-07-31\|28.88\|10.31\|26.95\|31.21\|26.88\|70887;2026-08-03\|27.50\|-4.78\|28.19\|28.75\|26.85\|62591;2026-08-04\|29.53\|7.38\|27.60\|30.45\|27.28\|54215;2026-08-05\|31.17\|5.55\|29.74\|31.84\|29.26\|52203;2026-08-06\|30.60\|-1.83\|30.68\|31.24\|30.08\|35223;2026-08-07\|31.37\|2.52\|30.73\|31.72\|29.50\|41816;2026-08-10\|30.91\|-1.47\|31.40\|31.40\|30.35\|29266;2026-08-11\|30.53\|-1.23\|30.68\|31.49\|30.12\|26651;2026-08-12\|30.78\|0.82\|30.26\|31.15\|30.26\|18103;2026-08-13\|29.80\|-3.18\|30.98\|31.24\|29.80\|25389;2026-08-14\|30.11\|1.04\|29.86\|30.50\|29.35\|30042;2026-08-17\|31.20\|3.62\|30.09\|31.27\|29.87\|34617;2026-08-18\|30.90\|-0.96\|31.29\|31.29\|30.16\|25048;2026-08-19\|27.96\|-9.51\|30.45\|30.61\|27.85\|40673;2026-08-20\|30.46\|8.94\|29.05\|31.63\|27.81\|67200;2026-08-21\|29.87\|-1.94\|30.89\|31.37\|29.30\|43943;2026-08-24\|30.67\|2.68\|29.91\|31.16\|29.61\|38081;2026-08-25\|30.43\|-0.78\|30.99\|30.99\|28.50\|37725;2026-08-26\|29.56\|-2.86\|30.94\|30.94\|29.50\|18684;2026-08-27\|29.89\|1.12\|29.30\|30.11\|29.12\|24784;2026-08-28\|29.85\|-0.13\|29.77\|30.83\|29.29\|26660;2026-08-31\|31.97\|7.10\|30.25\|32.32\|29.77\|63944;2026-09-01\|30.58\|-4.35\|31.60\|31.90\|30.07\|38473;2026-09-02\|31.35\|2.52\|30.38\|32.32\|30.03\|48473;2026-09-03\|32.25\|2.87\|31.35\|32.59\|30.52\|58383;2026-09-04\|30.58\|-5.18\|32.28\|32.50\|30.20\|47216;2026-09-07\|30.84\|0.85\|30.53\|31.12\|29.99\|27730;2026-09-08\|30.00\|-2.72\|30.55\|30.85\|29.81\|23550;2026-09-09\|30.02\|0.07\|29.93\|30.53\|29.83\|18568;2026-09-10\|29.87\|-0.50\|29.80\|30.42\|29.33\|17694;2026-09-11\|29.26\|-2.04\|29.50\|29.78\|28.50\|25598;2026-09-14\|29.10\|-0.55\|29.04\|29.48\|28.61\|12502
115369	证监会批复同意长鑫科技首次公开发行股票注册	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|1309432;2026-07-13\|28.00\|-4.53\|29.34\|30.70\|27.81\|944802;2026-07-14\|29.39\|4.96\|28.10\|30.20\|27.05\|795294;2026-07-15\|26.51\|-9.80\|30.10\|30.12\|26.47\|791689;2026-07-16\|24.61\|-7.17\|25.90\|26.68\|24.09\|725827;2026-07-17\|25.65\|4.23\|24.59\|28.50\|24.03\|1148322;2026-07-20\|21.28\|-17.04\|27.10\|27.80\|20.52\|1281731;2026-07-21\|23.85\|12.08\|21.88\|24.00\|18.50\|1339352;2026-07-22\|23.02\|-3.48\|23.00\|24.48\|22.80\|935670;2026-07-23\|22.70\|-1.39\|23.50\|24.24\|22.26\|656185;2026-07-24\|23.61\|4.01\|22.03\|24.90\|21.91\|1114340;2026-07-27\|25.27\|7.03\|22.88\|26.18\|22.58\|1138903;2026-07-28\|22.53\|-10.84\|24.89\|25.38\|22.30\|972287;2026-07-29\|21.87\|-2.93\|22.77\|22.80\|20.46\|936094;2026-07-30\|19.70\|-9.92\|21.57\|21.70\|19.13\|920524;2026-07-31\|19.53\|-0.86\|21.50\|22.27\|19.51\|982753;2026-08-03\|18.40\|-5.79\|19.39\|19.58\|18.35\|773620;2026-08-04\|19.34\|5.11\|18.55\|19.56\|18.05\|732433;2026-08-05\|23.21\|20.01\|19.19\|23.21\|19.13\|1021773;2026-08-06\|27.85\|19.99\|22.87\|27.85\|22.75\|1897527;2026-08-07\|28.77\|3.30\|28.18\|29.66\|27.12\|1607239;2026-08-10\|29.17\|1.39\|28.41\|29.27\|27.50\|1281814;2026-08-11\|28.19\|-3.36\|28.29\|29.45\|27.46\|1003690;2026-08-12\|28.82\|2.23\|28.60\|29.10\|27.38\|1001566;2026-08-13\|27.40\|-4.93\|29.20\|29.83\|27.30\|1102026;2026-08-14\|29.50\|7.66\|28.00\|30.45\|27.58\|1325995;2026-08-17\|30.34\|2.85\|29.38\|30.38\|28.72\|1290280;2026-08-18\|29.29\|-3.46\|30.00\|30.76\|28.46\|1053019;2026-08-19\|27.19\|-7.17\|27.10\|28.84\|26.52\|949044;2026-08-20\|26.20\|-3.64\|27.43\|27.50\|25.77\|693902;2026-08-21\|27.20\|3.82\|26.00\|28.99\|25.77\|939540;2026-08-24\|25.23\|-7.24\|27.20\|27.50\|24.39\|788189;2026-08-25\|24.56\|-2.66\|24.28\|24.90\|23.61\|565085;2026-08-26\|24.30\|-1.06\|24.68\|24.89\|23.80\|448691;2026-08-27\|25.62\|5.43\|24.50\|25.73\|24.18\|702090;2026-08-28\|24.54\|-4.22\|25.60\|26.37\|24.50\|716914;2026-08-31\|24.59\|0.20\|23.69\|24.78\|23.50\|550435;2026-09-01\|23.32\|-5.16\|24.50\|24.67\|23.09\|553796;2026-09-02\|22.90\|-1.80\|22.76\|23.13\|22.65\|367994;2026-09-03\|22.70\|-0.87\|23.29\|23.30\|22.38\|383573;2026-09-04\|21.75\|-4.18\|22.93\|23.18\|21.55\|423225;2026-09-07\|22.28\|2.44\|22.02\|22.49\|21.85\|501209;2026-09-08\|21.90\|-1.71\|22.33\|23.67\|21.79\|655345;2026-09-09\|22.54\|2.92\|21.93\|23.75\|21.90\|844907;2026-09-10\|22.20\|-1.51\|22.01\|22.93\|21.80\|504456;2026-09-11\|22.08\|-0.54\|21.95\|22.28\|20.97\|499078;2026-09-14\|22.98\|4.08\|21.98\|23.50\|21.32\|699835
115368	证监会批复同意长鑫科技首次公开发行股票注册	球形硅微粉+纳米二氧化硅+人形机器人行业原因：受中东局势紧张影响，国际油价继续上涨，突破110美元每桶，油价上涨推升化工品价格。公司原因： 1、据2026年1月22日互动易，公司产品球形硅微粉，可广泛应用于电子电路基板、电子封装、HBM封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特种陶瓷和油墨涂料等领域。 2、据2025年10月15日互动易，公司产品可应用于人形机器人零部件涂层保护，具有防腐及调整视觉效果功能，延长使用寿命。 3、据2025年9月19日互动易，公司主营纳米二氧化硅新材料，系国内消光用二氧化硅龙头，牵头制定行业标准，打破外企垄断。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-05-11\|138.99\|2.65\|137.04\|140.14\|133.01\|50339;2026-05-12\|147.95\|6.45\|137.07\|153.66\|134.30\|59652;2026-05-13\|149.80\|1.25\|142.36\|152.00\|140.65\|51638;2026-05-14\|143.00\|-4.54\|148.31\|157.60\|143.00\|47067;2026-05-15\|122.58\|-14.28\|143.01\|144.53\|118.98\|96016;2026-05-18\|121.00\|-1.29\|122.57\|123.95\|118.68\|49993;2026-05-19\|124.20\|2.64\|119.10\|125.00\|117.00\|47081;2026-05-20\|137.36\|10.60\|123.01\|143.41\|122.70\|74847;2026-05-21\|123.60\|-10.02\|137.38\|140.10\|122.00\|68687;2026-05-22\|139.60\|12.95\|125.00\|141.50\|125.00\|82120;2026-05-25\|132.28\|-5.24\|140.01\|140.62\|130.13\|75997;2026-05-26\|130.18\|-1.59\|130.96\|136.00\|123.00\|61224;2026-05-27\|118.60\|-8.90\|126.50\|127.00\|116.00\|67221;2026-05-28\|118.01\|-0.25\|117.81\|119.68\|111.50\|58352;2026-05-29\|138.60\|17.45\|120.00\|141.61\|118.51\|140979;2026-06-01\|140.48\|1.36\|141.18\|148.88\|136.00\|115192;2026-06-02\|140.34\|-0.10\|139.24\|146.96\|136.19\|81857;2026-06-03\|130.39\|-7.09\|137.10\|139.98\|128.01\|98501;2026-06-04\|140.70\|7.91\|129.01\|146.35\|126.26\|102155;2026-06-05\|132.62\|-5.74\|143.00\|147.51\|130.01\|87212;2026-06-08\|118.81\|-10.41\|122.90\|125.44\|116.40\|75244;2026-06-09\|127.15\|7.02\|123.00\|129.47\|119.18\|62204;2026-06-10\|124.85\|-1.81\|122.74\|128.38\|120.98\|41121;2026-06-11\|134.34\|7.60\|123.35\|134.50\|121.20\|74545;2026-06-12\|132.48\|-1.38\|137.00\|148.99\|131.33\|87367;2026-06-15\|158.98\|20.00\|138.00\|158.98\|133.06\|126790;2026-06-16\|171.01\|7.57\|161.45\|178.35\|158.00\|114921;2026-06-17\|195.17\|14.13\|174.41\|203.99\|174.41\|101895;2026-06-18\|194.90\|-0.14\|177.88\|198.30\|174.19\|95713;2026-06-22\|194.60\|-0.15\|193.81\|203.87\|187.00\|74334;2026-06-23\|181.60\|-6.68\|187.05\|187.68\|176.00\|65245;2026-06-24\|179.00\|-1.43\|182.00\|185.88\|177.22\|49469;2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890;2026-09-09\|100.18\|3.12\|97.21\|103.58\|97.21\|61622;2026-09-10\|99.10\|-1.08\|98.01\|104.27\|98.01\|65521;2026-09-11\|97.52\|-1.59\|97.15\|98.60\|91.88\|61244;2026-09-14\|98.28\|0.78\|95.11\|100.27\|92.55\|40611
115367	证监会批复同意长鑫科技首次公开发行股票注册	AI芯片测试探针+HBM+券商看好 1、据东吴证券2026年6月7日研报，公司深度绑定算力头部客户，半导体测试业务正逐步成为核心成长曲线，客户资质与订单稳定性构成核心竞争壁垒，首次覆盖给予“买入”评级。 2、据2026年5月11日投资者关系活动记录表，HBM相关测试探针是公司即期重点研发市场，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程；同记录表显示，公司在手订单良好。 3、据2025年年度报告，公司2025年营业收入同比增长52.47%，归母净利润同比扭亏为盈，主要系AI芯片放量带动FT测试探针及MEMS精微零组件订单规模逐步增长。	A股芯片测试探针第一股	2026-05-11\|129.76\|1.14\|129.88\|132.88\|125.14\|72525;2026-05-12\|124.89\|-3.75\|127.51\|128.89\|121.21\|70772;2026-05-13\|121.88\|-2.41\|122.00\|125.38\|118.64\|67808;2026-05-14\|119.84\|-1.67\|122.52\|125.50\|117.50\|64448;2026-05-15\|120.62\|0.65\|120.00\|122.84\|114.00\|49745;2026-05-18\|123.58\|2.45\|120.00\|125.00\|116.00\|50716;2026-05-19\|125.94\|1.91\|122.35\|126.67\|118.78\|56782;2026-05-20\|131.99\|4.80\|125.94\|132.88\|123.01\|64717;2026-05-21\|116.22\|-11.95\|131.85\|131.85\|115.20\|73509;2026-05-22\|123.00\|5.83\|118.22\|125.00\|112.98\|56679;2026-05-25\|120.36\|-2.15\|123.42\|123.88\|117.22\|52947;2026-05-26\|117.00\|-2.79\|122.50\|122.50\|113.64\|40764;2026-05-27\|106.45\|-8.95\|120.00\|120.00\|105.08\|74624;2026-05-28\|123.56\|16.07\|107.00\|125.56\|102.20\|94591;2026-05-29\|117.20\|-5.15\|122.88\|123.92\|114.00\|60443;2026-06-01\|109.07\|-6.94\|115.90\|118.00\|108.00\|50105;2026-06-02\|112.58\|3.22\|111.25\|115.67\|108.77\|34939;2026-06-03\|129.70\|15.21\|113.01\|135.10\|113.01\|107454;2026-06-04\|124.00\|-4.39\|123.28\|128.76\|122.40\|69813;2026-06-05\|120.18\|-3.08\|123.51\|126.69\|119.68\|50194;2026-06-08\|114.59\|-4.65\|109.10\|120.66\|109.10\|47964;2026-06-09\|114.37\|-0.19\|117.00\|118.50\|113.00\|42963;2026-06-10\|111.00\|-2.95\|113.12\|117.50\|108.20\|50226;2026-06-11\|133.20\|20.00\|110.09\|133.20\|110.09\|104162;2026-06-12\|128.80\|-3.30\|140.00\|142.30\|127.71\|92677;2026-06-15\|130.80\|1.55\|128.00\|132.51\|123.67\|84678;2026-06-16\|132.87\|1.58\|130.36\|136.00\|126.89\|83232;2026-06-17\|152.15\|14.51\|133.13\|156.68\|129.04\|97382;2026-06-18\|158.20\|3.98\|146.00\|160.50\|144.00\|81282;2026-06-22\|148.10\|-6.38\|155.10\|157.00\|140.01\|75381;2026-06-23\|146.42\|-1.13\|142.90\|147.96\|139.00\|40723;2026-06-24\|150.68\|2.91\|143.50\|155.00\|142.84\|51793;2026-06-25\|158.38\|5.11\|154.50\|164.89\|149.00\|53519;2026-06-26\|148.20\|-6.43\|155.39\|163.87\|144.00\|51755;2026-06-29\|146.48\|-1.16\|142.00\|153.99\|135.33\|55759;2026-06-30\|158.98\|8.53\|146.68\|159.99\|140.68\|60174;2026-07-01\|158.10\|-0.55\|163.38\|169.80\|155.00\|56354;2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|39615;2026-07-13\|133.45\|-4.94\|140.11\|143.80\|132.00\|28752;2026-07-14\|140.17\|5.04\|133.45\|140.59\|129.01\|31622;2026-07-15\|125.00\|-10.82\|139.77\|141.77\|124.00\|33115;2026-07-16\|112.86\|-9.71\|120.88\|125.00\|111.20\|40117;2026-07-17\|97.01\|-14.04\|113.65\|115.49\|96.00\|48890;2026-07-20\|84.25\|-13.15\|101.37\|101.37\|81.31\|54475;2026-07-21\|94.33\|11.96\|84.79\|94.75\|72.51\|63799;2026-07-22\|92.80\|-1.62\|94.94\|99.00\|91.27\|44426;2026-07-23\|87.90\|-5.28\|94.66\|95.95\|86.58\|34067;2026-07-24\|89.70\|2.05\|85.86\|92.20\|85.86\|33249;2026-07-27\|91.00\|1.45\|90.30\|91.36\|86.00\|38575;2026-07-28\|80.73\|-11.29\|84.35\|91.35\|79.90\|47898;2026-07-29\|78.95\|-2.20\|78.89\|81.99\|73.13\|52879;2026-07-30\|68.45\|-13.30\|78.04\|81.00\|67.55\|42964;2026-07-31\|81.28\|18.74\|76.00\|82.14\|74.82\|92898;2026-08-03\|78.16\|-3.84\|78.10\|82.05\|75.70\|76432;2026-08-04\|93.79\|20.00\|82.49\|93.79\|79.11\|67814;2026-08-05\|96.92\|3.34\|91.92\|99.34\|91.38\|70550;2026-08-06\|104.00\|7.30\|94.98\|112.00\|93.93\|83050;2026-08-07\|108.57\|4.39\|104.00\|116.58\|100.97\|87075;2026-08-10\|103.45\|-4.72\|107.01\|109.80\|99.99\|78195;2026-08-11\|101.67\|-1.72\|101.20\|104.20\|98.40\|45780;2026-08-12\|104.38\|2.67\|103.79\|106.41\|101.69\|51858;2026-08-13\|102.77\|-1.54\|108.00\|109.98\|102.34\|50339;2026-08-14\|104.68\|1.86\|104.98\|105.65\|101.11\|34860;2026-08-17\|108.00\|3.17\|105.99\|108.38\|103.50\|35842;2026-08-18\|107.00\|-0.93\|108.48\|111.00\|105.20\|41907;2026-08-19\|96.52\|-9.79\|102.00\|105.00\|95.28\|45443;2026-08-20\|96.66\|0.14\|98.00\|99.90\|93.91\|32096;2026-08-21\|101.01\|4.50\|97.15\|103.40\|94.15\|44839;2026-08-24\|100.71\|-0.30\|102.86\|103.15\|96.21\|37887;2026-08-25\|98.45\|-2.24\|97.81\|99.81\|91.00\|40159;2026-08-26\|96.61\|-1.87\|99.25\|99.33\|92.77\|31293;2026-08-27\|110.35\|14.22\|97.50\|111.00\|96.80\|60290;2026-08-28\|106.60\|-3.40\|109.71\|112.00\|104.72\|51759;2026-08-31\|108.00\|1.31\|105.50\|109.00\|103.71\|31543;2026-09-01\|103.81\|-3.88\|107.90\|108.54\|101.10\|34616;2026-09-02\|102.40\|-1.36\|102.06\|103.58\|100.10\|23257;2026-09-03\|102.50\|0.10\|104.00\|105.04\|100.88\|28574;2026-09-04\|96.90\|-5.46\|103.68\|106.50\|95.34\|35743;2026-09-07\|104.15\|7.48\|98.81\|108.56\|97.52\|52539;2026-09-08\|101.40\|-2.64\|106.22\|106.80\|100.80\|36158;2026-09-09\|104.18\|2.74\|104.49\|111.10\|103.39\|42109;2026-09-10\|102.40\|-1.71\|104.10\|106.51\|102.00\|30312;2026-09-11\|97.03\|-5.24\|99.00\|100.80\|92.90\|38559;2026-09-14\|99.01\|2.04\|96.27\|102.13\|92.00\|41648
115366	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批预示国产存储制造加速，公司作为模拟测试机龙头深度绑定长电科技、通富微电等封测厂；涨停缘由：国产晶圆厂与封测厂同步扩产，测试设备需求刚性增长，华峰测控在模拟/混合信号测试领域市占率超60%；资金逻辑：资金偏好高确定性设备龙头，公司订单可见度高，2026年Q2新签订单同比显著增长；风险提示：测试设备行业受下游资本开支影响大，若晶圆厂扩产放缓将压制设备采购节奏	公司为国内半导体测试机龙头，现已成为国内前三大半导体封测厂商模拟测试领域的主力供应商	2026-05-11\|367.55\|8.42\|345.00\|368.98\|339.00\|33838;2026-05-12\|373.60\|1.65\|362.61\|389.00\|356.80\|29660;2026-05-13\|399.27\|6.87\|373.15\|408.00\|359.98\|32940;2026-05-14\|397.00\|-0.57\|400.63\|408.79\|391.66\|21990;2026-05-15\|412.00\|3.78\|398.21\|419.88\|382.30\|30885;2026-05-18\|412.60\|0.15\|407.88\|430.10\|401.01\|27815;2026-05-19\|433.30\|5.02\|411.28\|435.00\|391.68\|28557;2026-05-20\|478.00\|10.32\|428.89\|478.00\|428.00\|31891;2026-05-21\|432.00\|-9.62\|495.00\|499.97\|426.16\|43622;2026-05-22\|449.95\|4.16\|432.00\|453.00\|401.00\|49522;2026-05-25\|462.50\|2.79\|433.00\|477.86\|418.00\|49044;2026-05-26\|442.01\|-4.43\|451.00\|458.00\|432.00\|35802;2026-05-27\|409.33\|-7.39\|435.00\|437.00\|406.66\|41801;2026-05-28\|425.00\|3.83\|413.48\|425.80\|404.97\|32521;2026-05-29\|398.04\|-6.34\|417.35\|423.89\|392.00\|37234;2026-06-01\|377.30\|-5.21\|405.20\|406.06\|373.52\|37693;2026-06-02\|373.46\|-1.02\|382.96\|386.38\|367.79\|35887;2026-06-03\|390.10\|4.46\|376.00\|407.17\|376.00\|42446;2026-06-04\|441.00\|13.05\|388.00\|444.44\|388.00\|48224;2026-06-05\|427.92\|-2.97\|433.00\|443.00\|420.00\|33517;2026-06-08\|437.10\|2.15\|418.00\|445.00\|415.08\|38113;2026-06-09\|463.00\|5.93\|443.00\|468.65\|438.00\|34207;2026-06-10\|467.46\|0.96\|456.00\|480.00\|448.04\|31171;2026-06-11\|315.00\|-0.04\|312.58\|333.00\|304.73\|51903;2026-06-12\|299.98\|-4.77\|327.96\|335.74\|293.92\|83891;2026-06-15\|298.00\|-0.66\|299.00\|309.58\|287.78\|72185;2026-06-16\|316.99\|6.37\|304.98\|323.33\|301.90\|57628;2026-06-17\|363.82\|14.77\|311.00\|375.00\|309.33\|86070;2026-06-18\|375.00\|3.07\|365.00\|378.85\|356.00\|63611;2026-06-22\|407.90\|8.77\|378.02\|417.56\|378.02\|72149;2026-06-23\|424.15\|3.98\|405.00\|442.88\|405.00\|56083;2026-06-24\|439.00\|3.50\|408.01\|448.00\|408.01\|55685;2026-06-25\|454.74\|3.59\|447.98\|465.00\|435.00\|49488;2026-06-26\|469.10\|3.16\|451.00\|475.00\|446.00\|42497;2026-06-29\|531.20\|13.24\|470.50\|539.45\|470.50\|65846;2026-06-30\|525.10\|-1.15\|525.89\|540.00\|495.60\|59975;2026-07-01\|529.85\|0.90\|527.68\|570.00\|507.90\|58334;2026-07-02\|450.00\|-15.07\|499.98\|513.00\|439.00\|89194;2026-07-03\|464.00\|3.11\|448.00\|480.68\|421.07\|80690;2026-07-06\|443.40\|-4.44\|466.00\|474.91\|426.00\|66376;2026-07-07\|463.28\|4.48\|443.50\|483.75\|430.05\|71971;2026-07-08\|498.76\|7.66\|472.55\|529.98\|460.00\|81169;2026-07-09\|543.00\|8.87\|510.00\|544.77\|490.03\|61943;2026-07-10\|505.00\|-7.00\|535.00\|564.65\|501.00\|62456;2026-07-13\|489.00\|-3.17\|490.00\|532.23\|483.00\|61245;2026-07-14\|501.00\|2.45\|496.89\|531.29\|475.12\|77900;2026-07-15\|447.00\|-10.78\|508.00\|508.00\|440.05\|86226;2026-07-16\|422.00\|-5.59\|445.65\|451.14\|416.00\|59345;2026-07-17\|372.91\|-11.63\|420.00\|422.00\|370.00\|79083;2026-07-20\|353.06\|-5.32\|391.56\|395.00\|340.03\|75282;2026-07-21\|406.96\|15.27\|361.89\|408.88\|328.15\|87988;2026-07-22\|369.00\|-9.33\|406.00\|415.00\|366.03\|95458;2026-07-23\|359.75\|-2.51\|378.22\|380.22\|351.74\|59114;2026-07-24\|368.00\|2.29\|357.96\|376.99\|345.01\|59007;2026-07-27\|385.58\|4.78\|368.00\|396.66\|351.74\|66774;2026-07-28\|355.90\|-7.70\|385.58\|392.00\|352.00\|58835;2026-07-29\|360.82\|1.38\|359.25\|376.43\|335.35\|71293;2026-07-30\|336.00\|-6.88\|357.06\|370.00\|332.00\|73850;2026-07-31\|357.67\|6.45\|370.00\|386.94\|357.00\|71591;2026-08-03\|319.88\|-10.57\|354.50\|360.00\|307.00\|87866;2026-08-04\|344.98\|7.85\|320.00\|351.50\|318.29\|59552;2026-08-05\|375.42\|8.82\|347.61\|383.36\|340.00\|76677;2026-08-06\|395.15\|5.26\|368.24\|405.00\|365.00\|65450;2026-08-07\|408.47\|3.37\|395.00\|410.89\|385.00\|46433;2026-08-10\|422.10\|3.34\|409.28\|428.88\|400.00\|44716;2026-08-11\|416.30\|-1.37\|425.00\|425.00\|399.01\|41185;2026-08-12\|410.14\|-1.48\|416.00\|421.99\|401.39\|37774;2026-08-13\|415.01\|1.19\|415.91\|434.74\|406.00\|42535;2026-08-14\|408.00\|-1.69\|415.00\|420.63\|393.43\|42921;2026-08-17\|437.10\|7.13\|415.47\|440.66\|405.00\|42509;2026-08-18\|437.90\|0.18\|437.79\|441.45\|425.10\|32590;2026-08-19\|406.93\|-7.07\|425.11\|435.70\|396.01\|44679;2026-08-20\|415.60\|2.13\|410.36\|430.56\|406.99\|35362;2026-08-21\|412.52\|-0.74\|418.09\|418.09\|402.20\|25772;2026-08-24\|405.99\|-1.58\|414.00\|423.00\|391.00\|39949;2026-08-25\|382.73\|-5.73\|404.40\|404.41\|372.01\|58022;2026-08-26\|381.41\|-0.34\|381.81\|393.05\|375.28\|36454;2026-08-27\|400.00\|4.87\|386.40\|402.00\|379.01\|33351;2026-08-28\|389.03\|-2.74\|400.00\|404.54\|387.10\|29208;2026-08-31\|396.08\|1.81\|385.00\|404.26\|373.20\|49226;2026-09-01\|388.80\|-1.84\|396.08\|399.60\|382.00\|33960;2026-09-02\|381.45\|-1.89\|389.38\|389.38\|374.00\|26517;2026-09-03\|373.60\|-2.06\|387.00\|387.50\|368.27\|23242;2026-09-04\|354.71\|-5.06\|376.83\|380.00\|352.30\|37071;2026-09-07\|379.81\|7.08\|360.80\|380.96\|358.00\|38375;2026-09-08\|360.06\|-5.20\|379.82\|383.77\|352.04\|51434;2026-09-09\|353.99\|-1.69\|363.20\|369.99\|351.58\|39399;2026-09-10\|355.55\|0.44\|349.30\|360.86\|346.98\|26326;2026-09-11\|349.11\|-1.81\|353.88\|353.88\|334.99\|34649;2026-09-14\|346.52\|-0.74\|346.80\|351.30\|341.02\|29339
115365	证监会批复同意长鑫科技首次公开发行股票注册	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907;2026-07-13\|253.54\|-7.15\|267.69\|282.00\|252.91\|43495;2026-07-14\|252.34\|-0.47\|257.61\|262.80\|241.40\|38753;2026-07-15\|241.61\|-4.25\|259.00\|261.55\|236.80\|34678;2026-07-16\|225.45\|-6.69\|231.19\|242.36\|223.21\|38376;2026-07-17\|197.54\|-12.38\|223.33\|224.98\|194.21\|44252;2026-07-20\|169.15\|-14.37\|201.59\|204.99\|163.71\|56250;2026-07-21\|179.92\|6.37\|171.61\|180.00\|150.11\|71963;2026-07-22\|168.50\|-6.35\|178.41\|181.06\|167.66\|51313;2026-07-23\|161.10\|-4.39\|169.54\|173.87\|159.00\|37594;2026-07-24\|159.01\|-1.30\|158.00\|166.64\|156.26\|34968;2026-07-27\|165.29\|3.95\|159.86\|165.86\|153.59\|34573;2026-07-28\|157.04\|-4.99\|176.10\|178.82\|154.95\|88784;2026-07-29\|136.50\|-13.08\|154.16\|155.00\|132.00\|84457;2026-07-30\|118.30\|-13.33\|135.24\|138.66\|117.00\|65101;2026-07-31\|126.14\|6.63\|130.19\|135.48\|126.02\|58327;2026-08-03\|118.71\|-5.89\|126.13\|128.50\|117.20\|46867;2026-08-04\|133.31\|12.30\|120.42\|133.80\|118.58\|46426;2026-08-05\|151.50\|13.64\|131.21\|153.65\|131.21\|68224;2026-08-06\|157.37\|3.87\|148.15\|161.34\|146.88\|75227;2026-08-07\|175.68\|11.63\|158.00\|177.15\|155.50\|66778;2026-08-10\|174.26\|-0.81\|176.23\|179.08\|167.62\|49524;2026-08-11\|173.70\|-0.32\|173.49\|177.58\|169.00\|41056;2026-08-12\|177.04\|1.92\|174.58\|180.39\|173.05\|36652;2026-08-13\|167.47\|-5.41\|180.00\|183.00\|165.50\|52272;2026-08-14\|169.00\|0.91\|170.00\|172.00\|163.80\|34009;2026-08-17\|177.54\|5.05\|169.66\|177.98\|168.22\|33005;2026-08-18\|178.53\|0.56\|177.71\|181.88\|175.77\|39104;2026-08-19\|159.47\|-10.68\|173.42\|174.86\|158.66\|44611;2026-08-20\|160.09\|0.39\|161.04\|164.35\|158.71\|32483;2026-08-21\|168.52\|5.27\|159.58\|173.88\|156.59\|43273;2026-08-24\|174.21\|3.38\|168.45\|178.96\|164.41\|61388;2026-08-25\|170.92\|-1.89\|171.49\|172.66\|161.00\|43996;2026-08-26\|169.27\|-0.97\|172.50\|175.00\|165.50\|35982;2026-08-27\|180.39\|6.57\|165.32\|182.88\|164.09\|51845;2026-08-28\|175.41\|-2.76\|182.92\|182.92\|175.22\|38027;2026-08-31\|189.03\|7.76\|174.66\|192.38\|170.86\|54112;2026-09-01\|173.00\|-8.48\|199.33\|203.33\|171.00\|73511;2026-09-02\|177.12\|2.38\|168.01\|182.50\|161.84\|66320;2026-09-03\|179.20\|1.17\|180.00\|183.35\|175.08\|38117;2026-09-04\|164.16\|-8.39\|179.49\|185.49\|163.02\|54471;2026-09-07\|176.00\|7.21\|165.80\|181.60\|165.30\|61253;2026-09-08\|175.40\|-0.34\|175.41\|178.99\|170.28\|35066;2026-09-09\|170.80\|-2.62\|176.01\|180.97\|170.01\|29273;2026-09-10\|167.30\|-2.05\|168.07\|175.20\|166.57\|22974;2026-09-11\|158.88\|-5.03\|163.72\|165.00\|151.70\|39149;2026-09-14\|163.60\|2.97\|155.66\|166.65\|151.95\|41695
115364	证监会批复同意长鑫科技首次公开发行股票注册	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|328471;2026-07-13\|50.82\|-0.74\|49.20\|53.75\|49.20\|255223;2026-07-14\|49.59\|-2.42\|51.08\|52.00\|46.74\|249924;2026-07-15\|45.04\|-9.18\|51.65\|52.00\|45.01\|231112;2026-07-16\|42.61\|-5.40\|43.09\|45.80\|42.00\|203592;2026-07-17\|38.94\|-8.61\|41.84\|43.21\|38.40\|216404;2026-07-20\|33.68\|-13.51\|40.05\|40.85\|32.50\|346228;2026-07-21\|37.36\|10.93\|33.83\|37.47\|30.00\|395377;2026-07-22\|36.00\|-3.64\|38.00\|39.30\|35.60\|290007;2026-07-23\|35.27\|-2.03\|35.80\|36.80\|34.46\|182904;2026-07-24\|34.42\|-2.41\|34.00\|36.06\|33.99\|161424;2026-07-27\|35.53\|3.22\|34.37\|35.57\|32.71\|186478;2026-07-28\|28.43\|-19.98\|33.63\|34.00\|28.42\|651038;2026-07-29\|26.58\|-6.51\|27.39\|27.85\|24.63\|631327;2026-07-30\|24.49\|-7.86\|26.00\|26.40\|24.02\|416037;2026-07-31\|25.27\|3.19\|27.10\|27.40\|25.20\|440807;2026-08-03\|24.10\|-4.63\|24.53\|25.18\|24.06\|282524;2026-08-04\|26.06\|8.13\|24.45\|26.28\|24.19\|318745;2026-08-05\|29.14\|11.82\|26.40\|29.64\|26.10\|441127;2026-08-06\|31.00\|6.38\|28.55\|31.18\|28.29\|481133;2026-08-07\|32.00\|3.23\|31.29\|32.30\|30.51\|438243;2026-08-10\|31.65\|-1.09\|32.16\|32.67\|31.03\|307174;2026-08-11\|31.06\|-1.86\|31.45\|32.19\|30.60\|235708;2026-08-12\|31.68\|2.00\|31.26\|32.10\|31.06\|200478;2026-08-13\|30.85\|-2.62\|32.60\|32.95\|30.83\|310010;2026-08-14\|31.45\|1.94\|31.64\|31.94\|30.55\|196389;2026-08-17\|32.80\|4.29\|31.60\|33.17\|31.20\|280354;2026-08-18\|35.96\|9.63\|35.11\|37.90\|34.90\|653038;2026-08-19\|34.30\|-4.62\|34.76\|37.33\|34.02\|636079;2026-08-20\|31.50\|-8.16\|34.48\|34.95\|31.13\|505365;2026-08-21\|31.44\|-0.19\|31.43\|32.20\|30.80\|284125;2026-08-24\|31.61\|0.54\|31.70\|31.84\|30.40\|252111;2026-08-25\|30.92\|-2.18\|30.53\|31.45\|29.27\|273342;2026-08-26\|30.61\|-1.00\|31.19\|31.37\|30.28\|176105;2026-08-27\|32.00\|4.54\|30.82\|32.18\|30.14\|284486;2026-08-28\|30.67\|-4.16\|31.72\|32.28\|30.62\|250747;2026-08-31\|31.07\|1.30\|30.00\|31.23\|29.58\|214787;2026-09-01\|29.48\|-5.12\|31.00\|31.00\|29.38\|182133;2026-09-02\|28.93\|-1.87\|28.67\|29.24\|28.41\|136644;2026-09-03\|28.79\|-0.48\|29.40\|29.63\|28.31\|121353;2026-09-04\|27.36\|-4.97\|29.37\|29.38\|27.07\|202170;2026-09-07\|27.97\|2.23\|27.79\|28.23\|27.51\|162138;2026-09-08\|27.13\|-3.00\|28.04\|28.25\|27.02\|183609;2026-09-09\|26.90\|-0.85\|27.45\|28.08\|26.78\|159128;2026-09-10\|26.42\|-1.78\|26.60\|26.97\|26.42\|94797;2026-09-11\|25.90\|-1.97\|26.00\|26.27\|25.16\|143272;2026-09-14\|26.23\|1.27\|25.40\|26.80\|24.97\|140751
115363	证监会批复同意长鑫科技首次公开发行股票注册	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-05-11\|381.00\|20.00\|348.77\|381.00\|342.90\|104385;2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|82196;2026-07-09\|762.07\|9.81\|742.56\|805.55\|707.88\|113949;2026-07-10\|703.00\|-7.75\|762.00\|784.48\|701.00\|81111;2026-07-13\|603.00\|-14.22\|677.77\|719.34\|586.20\|138487;2026-07-14\|645.00\|6.97\|626.52\|650.32\|585.00\|97793;2026-07-15\|578.00\|-10.39\|666.00\|671.00\|576.22\|93008;2026-07-16\|526.00\|-9.00\|557.44\|583.00\|510.00\|90103;2026-07-17\|428.00\|-18.63\|515.53\|524.98\|422.00\|114717;2026-07-20\|400.00\|-6.54\|460.53\|466.68\|376.66\|120569;2026-07-21\|470.02\|17.50\|413.00\|479.90\|373.66\|155780;2026-07-22\|435.00\|-7.45\|472.00\|499.22\|432.11\|156688;2026-07-23\|407.40\|-6.34\|450.00\|458.88\|403.15\|109491;2026-07-24\|389.64\|-4.36\|413.81\|422.37\|383.80\|104929;2026-07-27\|371.78\|-4.58\|384.02\|398.46\|348.00\|133118;2026-07-28\|309.99\|-16.62\|335.29\|349.01\|304.22\|146516;2026-07-29\|338.50\|9.20\|308.00\|338.68\|285.00\|208006;2026-07-30\|353.12\|4.32\|328.01\|368.98\|312.02\|250094;2026-07-31\|354.90\|0.50\|423.74\|423.74\|353.18\|283956;2026-08-03\|312.90\|-11.83\|342.54\|345.50\|312.00\|190807;2026-08-04\|335.76\|7.31\|316.21\|337.69\|305.60\|164486;2026-08-05\|373.88\|11.35\|340.00\|385.82\|339.76\|188413;2026-08-06\|374.80\|0.25\|350.01\|381.00\|347.77\|157962;2026-08-07\|393.63\|5.02\|378.92\|408.00\|377.39\|182984;2026-08-10\|374.50\|-4.86\|392.93\|397.58\|353.38\|173721;2026-08-11\|384.50\|2.67\|365.00\|388.89\|360.07\|149891;2026-08-12\|394.60\|2.63\|395.88\|415.00\|385.23\|146284;2026-08-13\|383.40\|-2.84\|410.00\|423.50\|383.40\|161081;2026-08-14\|411.00\|7.20\|400.00\|412.01\|396.65\|148039;2026-08-17\|466.00\|13.38\|420.00\|469.88\|418.00\|168739;2026-08-18\|466.81\|0.17\|470.18\|489.28\|460.97\|167444;2026-08-19\|447.20\|-4.20\|448.15\|455.00\|419.00\|173704;2026-08-20\|480.36\|7.42\|450.00\|480.36\|431.19\|177791;2026-08-21\|463.65\|-3.48\|470.00\|481.86\|454.71\|125662;2026-08-24\|411.00\|-11.36\|451.00\|451.00\|403.66\|134370;2026-08-25\|410.00\|-0.24\|385.05\|418.80\|385.05\|107070;2026-08-26\|397.18\|-3.13\|407.58\|407.58\|381.24\|106129;2026-08-27\|429.89\|8.24\|405.00\|433.00\|399.00\|118961;2026-08-28\|401.18\|-6.68\|415.44\|422.30\|400.88\|117031;2026-08-31\|415.00\|3.44\|385.10\|415.00\|384.03\|88545;2026-09-01\|398.50\|-3.98\|412.00\|416.97\|397.00\|61435;2026-09-02\|388.50\|-2.51\|391.12\|399.28\|387.60\|52672;2026-09-03\|385.90\|-0.67\|394.00\|394.00\|377.00\|69929;2026-09-04\|367.26\|-4.83\|390.00\|391.93\|363.63\|92936;2026-09-07\|397.29\|8.18\|389.00\|398.06\|385.00\|105874;2026-09-08\|401.30\|1.01\|397.87\|419.93\|392.52\|104604;2026-09-09\|393.39\|-1.97\|407.03\|411.85\|391.00\|73048;2026-09-10\|398.95\|1.41\|389.00\|406.98\|389.00\|63526;2026-09-11\|388.00\|-2.74\|387.62\|392.99\|375.00\|75224;2026-09-14\|373.80\|-3.66\|371.00\|381.49\|368.62\|55695
115362	证监会批复同意长鑫科技首次公开发行股票注册	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1.80%股权	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;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365
115361	证监会批复同意长鑫科技首次公开发行股票注册	RFID+AI融合+数智文旅行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据国泰海通证券2026年6月16日研报，首次覆盖公司给予“增持”评级，目标价6.55元，指出公司主业“RFID+AI”不断升级，布局宠物经济、数智文旅等新消费打开成长空间。 2、据2026年5月19日业绩说明会，公司以“RFID+AI”为核心技术路线，AI视觉盘点机器人、AI自助借还等产品已实现规模化落地，并与西安电子科技大学共建深维智能实验室研发垂直行业大模型。 3、据2025年年度报告及2026年5月19日业绩说明会，公司数智文旅业务2025年营收突破亿元，服务迪士尼、环球影城等800余家文旅项目，构建了联通AIoT、AR交互与区块链技术的全链条解决方案。	公司自主研发的RFID芯片已广泛应用于铁路、烟草、电力、图书等业务领域，且公司提供自芯片、标签、读写器到软件开发等全套产品和服务	2026-05-11\|7.27\|1.11\|7.20\|7.29\|7.12\|210561;2026-05-12\|7.01\|-3.58\|7.25\|7.25\|6.94\|248254;2026-05-13\|6.95\|-0.86\|7.01\|7.06\|6.90\|198795;2026-05-14\|6.80\|-2.16\|6.99\|7.15\|6.69\|274381;2026-05-15\|6.63\|-2.50\|6.81\|6.83\|6.57\|200124;2026-05-18\|7.02\|5.88\|6.61\|7.10\|6.52\|326311;2026-05-19\|6.90\|-1.71\|7.00\|7.27\|6.87\|321020;2026-05-20\|6.75\|-2.17\|6.84\|6.87\|6.69\|173490;2026-05-21\|6.47\|-4.15\|6.79\|6.87\|6.44\|204945;2026-05-22\|6.54\|1.08\|6.57\|6.62\|6.42\|173868;2026-05-25\|6.72\|2.75\|6.58\|6.90\|6.43\|226210;2026-05-26\|6.52\|-2.98\|6.66\|6.72\|6.39\|198590;2026-05-27\|6.43\|-1.38\|6.50\|6.54\|6.32\|164418;2026-05-28\|6.59\|2.49\|6.41\|6.65\|6.33\|212355;2026-05-29\|6.24\|-5.31\|6.50\|6.63\|6.22\|200856;2026-06-01\|6.35\|1.76\|6.21\|6.44\|6.16\|158150;2026-06-02\|6.10\|-3.94\|6.32\|6.37\|6.03\|153201;2026-06-03\|6.04\|-0.98\|6.10\|6.14\|5.96\|141305;2026-06-04\|6.00\|-0.66\|6.00\|6.09\|5.92\|111360;2026-06-05\|6.03\|0.50\|6.01\|6.20\|5.94\|156724;2026-06-08\|5.73\|-4.98\|5.93\|6.02\|5.65\|197362;2026-06-09\|5.75\|0.35\|5.80\|5.84\|5.66\|120038;2026-06-10\|5.68\|-1.22\|5.66\|5.74\|5.57\|165970;2026-06-11\|5.49\|-3.35\|5.61\|5.66\|5.41\|153778;2026-06-12\|5.55\|1.09\|5.55\|5.67\|5.52\|144624;2026-06-15\|5.60\|0.90\|5.60\|5.76\|5.54\|160372;2026-06-16\|5.69\|1.61\|5.61\|5.72\|5.46\|196124;2026-06-17\|6.26\|10.02\|5.74\|6.26\|5.66\|471669;2026-06-18\|6.09\|-2.72\|6.26\|6.41\|6.06\|454615;2026-06-22\|6.01\|-1.31\|6.12\|6.18\|5.79\|304453;2026-06-23\|6.04\|0.50\|6.14\|6.38\|6.00\|318582;2026-06-24\|5.88\|-2.65\|5.96\|6.02\|5.73\|228610;2026-06-25\|5.80\|-1.36\|5.85\|6.01\|5.69\|191351;2026-06-26\|5.40\|-6.90\|5.80\|5.80\|5.40\|214266;2026-06-29\|5.32\|-1.48\|5.36\|5.42\|5.13\|169881;2026-06-30\|5.38\|1.13\|5.27\|5.43\|5.24\|133789;2026-07-01\|5.92\|10.04\|5.49\|5.92\|5.44\|266335;2026-07-02\|5.52\|-6.76\|5.95\|5.95\|5.48\|415165;2026-07-03\|5.62\|1.81\|5.58\|5.79\|5.52\|269587;2026-07-06\|5.46\|-2.85\|5.78\|5.83\|5.45\|170699;2026-07-07\|5.27\|-3.48\|5.49\|5.49\|5.24\|143519;2026-07-08\|5.23\|-0.76\|5.25\|5.36\|5.20\|119745;2026-07-09\|5.20\|-0.57\|5.23\|5.25\|4.98\|171966;2026-07-10\|5.28\|1.54\|5.15\|5.45\|5.15\|164929;2026-07-13\|4.90\|-7.02\|5.23\|5.26\|4.87\|203693;2026-07-14\|5.00\|2.04\|4.90\|5.01\|4.76\|163071;2026-07-15\|5.05\|1.00\|5.06\|5.38\|4.94\|249629;2026-07-16\|5.14\|1.78\|4.95\|5.38\|4.94\|254282;2026-07-17\|4.95\|-3.70\|5.09\|5.18\|4.89\|229094;2026-07-20\|4.73\|-4.44\|4.95\|5.05\|4.67\|200543;2026-07-21\|4.77\|0.85\|4.76\|4.82\|4.46\|226191;2026-07-22\|4.62\|-3.14\|4.70\|4.77\|4.60\|154160;2026-07-23\|4.80\|3.90\|4.62\|4.83\|4.62\|143504;2026-07-24\|4.78\|-0.42\|4.77\|4.90\|4.68\|148904;2026-07-27\|5.07\|6.07\|4.77\|5.10\|4.73\|185730;2026-07-28\|5.29\|4.34\|5.04\|5.34\|5.00\|239163;2026-07-29\|5.36\|1.32\|5.25\|5.46\|5.22\|282699;2026-07-30\|5.16\|-3.73\|5.30\|5.40\|5.14\|198171;2026-07-31\|5.43\|5.23\|5.27\|5.55\|5.25\|205158;2026-08-03\|5.48\|0.92\|5.41\|5.53\|5.39\|164499;2026-08-04\|5.50\|0.36\|5.49\|5.64\|5.47\|151545;2026-08-05\|5.57\|1.27\|5.56\|5.69\|5.50\|171395;2026-08-06\|5.80\|4.13\|5.62\|5.82\|5.57\|197527;2026-08-07\|5.92\|2.07\|5.81\|6.05\|5.70\|293269;2026-08-10\|5.90\|-0.34\|5.89\|5.99\|5.74\|139350;2026-08-11\|5.91\|0.17\|5.96\|6.05\|5.88\|143953;2026-08-12\|5.92\|0.17\|5.88\|5.96\|5.83\|101227;2026-08-13\|5.91\|-0.17\|5.94\|6.01\|5.88\|135532;2026-08-14\|5.87\|-0.68\|5.90\|6.02\|5.83\|108109;2026-08-17\|6.06\|3.24\|5.87\|6.10\|5.85\|177504;2026-08-18\|5.99\|-1.16\|6.06\|6.06\|5.90\|129722;2026-08-19\|5.67\|-5.34\|5.90\|5.98\|5.62\|146033;2026-08-20\|5.75\|1.41\|5.75\|5.84\|5.66\|98895;2026-08-21\|5.78\|0.52\|5.70\|5.80\|5.61\|94358;2026-08-24\|5.79\|0.17\|5.75\|5.99\|5.68\|177814;2026-08-25\|5.95\|2.76\|5.67\|6.00\|5.62\|162236;2026-08-26\|6.14\|3.19\|5.95\|6.22\|5.92\|236366;2026-08-27\|6.38\|3.91\|6.15\|6.44\|6.09\|278961;2026-08-28\|6.85\|7.37\|6.37\|6.93\|6.33\|436875;2026-08-31\|6.89\|0.58\|6.85\|6.95\|6.53\|418418;2026-09-01\|7.00\|1.60\|6.90\|7.06\|6.79\|247057;2026-09-02\|6.90\|-1.43\|7.00\|7.02\|6.86\|190280;2026-09-03\|6.88\|-0.29\|6.90\|7.04\|6.81\|186977;2026-09-04\|6.98\|1.45\|6.90\|7.09\|6.84\|195573;2026-09-07\|7.04\|0.86\|7.03\|7.04\|6.86\|148856;2026-09-08\|7.05\|0.14\|7.05\|7.10\|6.91\|139443;2026-09-09\|6.97\|-1.13\|7.01\|7.12\|6.90\|130101;2026-09-10\|7.31\|4.88\|6.91\|7.40\|6.89\|399633;2026-09-11\|8.04\|9.99\|8.04\|8.04\|8.04\|187876;2026-09-14\|7.24\|-9.95\|8.47\|8.47\|7.24\|1050332
115360	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228
115359	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+SK海力士代理+一季报暴增行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年5月27日投资者关系管理信息，5月存储芯片价格仍在上涨，存储芯片供需紧张局面难以缓解，2026年存储芯片价格预计维持高位。公司作为SK海力士授权代理商，受益于存储市场高景气度。 2、据2026年5月27日投资者关系管理信息及2025年年报，公司自主品牌“海普存储”企业级SSD已与国内主流算力设备厂商完成验证对接并取得规模销售，2025年首次实现年度规模收入。 3、据2026年4月24日公告，公司2026年第一季度营收237.65亿元，同比增长200.60%，归母净利润13.27亿元，同比增长7835.06%。	国内领先的电子元器件分销企业，子公司联合创泰拥有SK海力士、MTK等的授权代理权，具备数据存储器、控制芯片、模组等电子元器件产品提供能力，产品广泛应用于云计算存储、手机等领域	2026-05-11\|193.58\|6.94\|191.00\|201.90\|188.00\|682036;2026-05-12\|184.61\|-4.63\|192.00\|193.02\|183.91\|432779;2026-05-13\|194.64\|5.43\|181.46\|195.44\|178.96\|494138;2026-05-14\|200.50\|3.01\|194.65\|209.86\|190.00\|633008;2026-05-15\|190.40\|-5.04\|200.10\|202.28\|186.90\|504576;2026-05-18\|194.35\|2.07\|190.56\|203.33\|190.56\|441761;2026-05-19\|188.88\|-2.81\|190.00\|190.90\|179.38\|400858;2026-05-20\|186.40\|-1.31\|188.00\|192.77\|184.21\|304203;2026-05-21\|177.75\|-4.64\|190.82\|192.99\|176.66\|434935;2026-05-22\|187.69\|5.59\|181.21\|187.86\|179.22\|359544;2026-05-25\|204.56\|8.99\|187.69\|204.86\|184.86\|503434;2026-05-26\|194.93\|-4.71\|202.00\|203.00\|189.35\|394394;2026-05-27\|192.72\|-1.13\|203.50\|204.99\|191.87\|452796;2026-05-28\|188.00\|-2.45\|190.00\|193.45\|182.43\|337073;2026-05-29\|180.09\|-4.21\|189.50\|193.66\|176.58\|365211;2026-06-01\|167.09\|-7.22\|180.48\|182.00\|166.80\|300865;2026-06-02\|175.13\|4.81\|168.00\|179.35\|165.30\|348483;2026-06-03\|177.03\|1.08\|174.35\|184.93\|174.00\|330252;2026-06-04\|184.96\|4.48\|174.77\|188.63\|174.10\|370934;2026-06-05\|171.90\|-7.06\|179.42\|179.71\|170.95\|311709;2026-06-08\|159.13\|-7.43\|160.00\|165.58\|156.51\|270296;2026-06-09\|173.30\|8.90\|163.96\|174.20\|160.61\|332935;2026-06-10\|178.19\|2.82\|170.20\|183.00\|169.43\|341661;2026-06-11\|182.16\|2.23\|175.00\|182.48\|174.21\|246482;2026-06-12\|187.50\|2.93\|188.11\|194.96\|186.04\|480355;2026-06-15\|204.29\|8.95\|193.00\|205.00\|184.30\|491749;2026-06-16\|204.41\|0.06\|204.29\|208.50\|200.50\|316153;2026-06-17\|245.29\|20.00\|198.98\|245.29\|197.00\|519827;2026-06-18\|254.87\|3.91\|250.00\|258.78\|245.50\|582481;2026-06-22\|287.80\|12.92\|259.00\|292.00\|258.00\|478440;2026-06-23\|283.51\|-1.49\|283.56\|300.00\|274.37\|492620;2026-06-24\|289.60\|2.15\|281.00\|294.69\|277.00\|407417;2026-06-25\|306.25\|5.75\|300.68\|313.80\|291.02\|561390;2026-06-26\|301.00\|-1.71\|300.05\|317.88\|298.53\|436965;2026-06-29\|296.00\|-1.66\|290.01\|312.60\|284.00\|402123;2026-06-30\|300.00\|1.35\|292.83\|304.00\|280.10\|304147;2026-07-01\|302.51\|0.84\|300.00\|325.82\|295.50\|359003;2026-07-02\|262.04\|-13.38\|275.07\|284.45\|260.00\|457469;2026-07-03\|264.25\|0.84\|261.05\|274.94\|253.33\|323336;2026-07-06\|265.00\|0.28\|274.00\|283.45\|259.80\|387402;2026-07-07\|244.33\|-7.80\|257.06\|259.50\|239.00\|337346;2026-07-08\|244.09\|-0.10\|249.90\|263.00\|243.24\|327000;2026-07-09\|267.98\|9.79\|253.96\|267.99\|245.00\|411240;2026-07-10\|271.00\|1.13\|266.67\|283.10\|263.02\|434333;2026-07-13\|216.80\|-20.00\|244.90\|253.65\|216.80\|573961;2026-07-14\|230.89\|6.50\|216.00\|238.58\|206.00\|521478;2026-07-15\|221.20\|-4.20\|235.04\|242.89\|220.00\|425153;2026-07-16\|206.00\|-6.84\|203.33\|216.99\|199.00\|380529;2026-07-17\|174.10\|-15.49\|201.39\|203.50\|173.50\|440471;2026-07-20\|153.68\|-11.73\|180.99\|183.00\|147.09\|464869;2026-07-21\|176.98\|15.16\|160.00\|177.65\|140.10\|538492;2026-07-22\|166.60\|-5.87\|173.00\|185.87\|166.18\|446707;2026-07-23\|163.02\|-2.15\|172.04\|172.80\|161.83\|257298;2026-07-24\|161.59\|-0.88\|160.01\|166.80\|157.47\|264539;2026-07-27\|165.84\|2.63\|161.59\|166.20\|154.49\|273143;2026-07-28\|147.27\|-11.20\|158.06\|160.66\|145.56\|334231;2026-07-29\|145.50\|-1.20\|146.72\|147.60\|136.16\|330751;2026-07-30\|140.83\|-3.21\|145.03\|147.59\|134.28\|371606;2026-07-31\|145.79\|3.52\|158.00\|160.77\|145.79\|451999;2026-08-03\|134.03\|-8.07\|144.62\|145.00\|133.61\|313419;2026-08-04\|142.20\|6.10\|135.28\|143.40\|133.68\|300841;2026-08-05\|151.35\|6.43\|143.33\|154.29\|143.21\|350064;2026-08-06\|152.59\|0.82\|145.01\|156.38\|144.44\|310119;2026-08-07\|158.69\|4.00\|152.59\|160.78\|150.70\|366546;2026-08-10\|156.64\|-1.29\|159.50\|161.00\|151.80\|269665;2026-08-11\|158.00\|0.87\|154.00\|161.80\|153.30\|293818;2026-08-12\|163.80\|3.67\|160.01\|166.00\|155.60\|359550;2026-08-13\|157.43\|-3.89\|167.80\|169.29\|157.00\|386308;2026-08-14\|161.03\|2.29\|161.50\|163.18\|157.60\|258909;2026-08-17\|171.99\|6.81\|161.52\|171.99\|161.52\|357211;2026-08-18\|173.58\|0.92\|172.99\|177.82\|169.55\|353604;2026-08-19\|154.40\|-11.05\|165.07\|166.00\|152.80\|373088;2026-08-20\|157.15\|1.78\|157.70\|160.56\|154.60\|213646;2026-08-21\|158.10\|0.60\|157.16\|161.04\|154.60\|193279;2026-08-24\|153.00\|-3.23\|157.08\|157.89\|148.70\|196908;2026-08-25\|153.70\|0.46\|151.98\|155.43\|147.20\|149549;2026-08-26\|152.47\|-0.80\|154.79\|154.96\|148.70\|139649;2026-08-27\|165.33\|8.43\|153.93\|165.64\|153.33\|293733;2026-08-28\|172.10\|4.09\|166.20\|178.52\|166.04\|428240;2026-08-31\|178.00\|3.43\|170.00\|178.00\|168.04\|292409;2026-09-01\|169.65\|-4.69\|180.00\|180.00\|168.90\|231295;2026-09-02\|167.80\|-1.09\|166.04\|173.90\|165.04\|269750;2026-09-03\|175.61\|4.65\|170.00\|180.92\|169.00\|399897;2026-09-04\|164.85\|-6.13\|176.61\|177.50\|163.50\|307523;2026-09-07\|176.85\|7.28\|169.80\|177.88\|168.15\|329605;2026-09-08\|179.66\|1.59\|179.88\|187.52\|176.66\|379734;2026-09-09\|174.52\|-2.86\|181.30\|182.80\|172.74\|297230;2026-09-10\|173.18\|-0.77\|174.00\|179.05\|173.00\|212841;2026-09-11\|167.65\|-3.19\|169.68\|170.52\|163.01\|231732;2026-09-14\|161.38\|-3.74\|162.02\|165.99\|158.34\|203192
115358	证监会批复同意长鑫科技首次公开发行股票注册	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|30026;2026-09-09\|276.53\|-1.53\|283.15\|284.48\|275.67\|27187;2026-09-10\|277.84\|0.47\|275.00\|283.95\|272.50\|23703;2026-09-11\|274.58\|-1.17\|273.50\|277.75\|263.08\|34368;2026-09-14\|270.45\|-1.50\|270.00\|274.96\|266.19\|25516
115357	证监会批复同意长鑫科技首次公开发行股票注册	HBM检测+半导体设备+一季报增长行业原因：韩国政府表示，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。公司原因： 1、据2026年4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-05-11\|57.73\|5.54\|56.30\|58.62\|56.09\|204254;2026-05-12\|57.75\|0.03\|57.72\|58.78\|56.38\|149312;2026-05-13\|59.28\|2.65\|56.50\|59.95\|56.50\|168482;2026-05-14\|61.50\|3.74\|59.29\|63.86\|59.29\|243377;2026-05-15\|61.20\|-0.49\|61.05\|63.31\|59.29\|246375;2026-05-18\|64.03\|4.62\|62.33\|66.05\|61.09\|243073;2026-05-19\|69.76\|8.95\|64.00\|69.99\|62.43\|299176;2026-05-20\|71.00\|1.78\|68.50\|72.00\|68.16\|327288;2026-05-21\|67.00\|-5.63\|71.01\|72.72\|66.51\|306007;2026-05-22\|67.19\|0.28\|67.91\|68.40\|66.65\|214517;2026-05-25\|69.69\|3.72\|67.19\|70.65\|65.98\|237775;2026-05-26\|67.10\|-3.72\|69.00\|70.14\|65.56\|207945;2026-05-27\|66.01\|-1.62\|68.74\|70.05\|65.70\|184155;2026-05-28\|67.68\|2.53\|65.00\|68.88\|64.18\|175355;2026-05-29\|63.18\|-6.65\|68.35\|68.99\|62.28\|237036;2026-06-01\|48.20\|0.04\|47.95\|50.69\|47.17\|213776;2026-06-02\|48.21\|0.02\|49.00\|49.98\|47.80\|161048;2026-06-03\|48.87\|1.37\|48.88\|50.60\|48.08\|216863;2026-06-04\|49.30\|0.88\|48.00\|49.85\|47.61\|190268;2026-06-05\|49.05\|-0.51\|48.06\|49.99\|46.58\|216425;2026-06-08\|46.22\|-5.77\|46.56\|48.38\|45.48\|194113;2026-06-09\|47.67\|3.14\|47.21\|48.35\|45.98\|178552;2026-06-10\|49.56\|3.96\|46.70\|50.20\|46.35\|263804;2026-06-11\|50.93\|2.76\|48.88\|51.78\|48.88\|277009;2026-06-12\|50.90\|-0.06\|53.60\|56.02\|50.83\|480579;2026-06-15\|55.25\|8.55\|53.00\|55.40\|51.10\|420319;2026-06-16\|57.33\|3.76\|55.42\|58.20\|54.28\|342694;2026-06-17\|63.06\|9.99\|56.00\|63.06\|55.69\|330567;2026-06-18\|62.60\|-0.73\|65.06\|65.49\|61.31\|388036;2026-06-22\|65.00\|3.83\|63.89\|65.65\|62.28\|342942;2026-06-23\|65.29\|0.45\|64.35\|67.22\|62.40\|278672;2026-06-24\|69.86\|7.00\|64.00\|70.49\|63.74\|313493;2026-06-25\|72.09\|3.19\|71.64\|72.82\|69.10\|252150;2026-06-26\|71.58\|-0.71\|70.87\|77.14\|70.85\|313390;2026-06-29\|78.74\|10.00\|72.78\|78.74\|71.17\|357846;2026-06-30\|80.98\|2.84\|83.30\|84.38\|79.47\|420608;2026-07-01\|80.96\|-0.02\|86.00\|88.88\|79.56\|533677;2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231;2026-07-13\|62.17\|-5.73\|64.31\|67.30\|61.93\|278533;2026-07-14\|61.27\|-1.45\|62.27\|63.20\|58.50\|245546;2026-07-15\|57.45\|-6.23\|62.50\|63.28\|56.89\|216986;2026-07-16\|52.06\|-9.38\|56.00\|57.50\|51.71\|287571;2026-07-17\|46.85\|-10.01\|52.02\|52.15\|46.85\|265089;2026-07-20\|42.17\|-9.99\|47.56\|47.85\|42.17\|256698;2026-07-21\|45.86\|8.75\|42.48\|46.05\|38.00\|403079;2026-07-22\|44.40\|-3.18\|44.99\|46.88\|43.93\|291914;2026-07-23\|43.24\|-2.61\|45.29\|45.40\|42.80\|184556;2026-07-24\|43.71\|1.09\|42.80\|45.27\|41.66\|244319;2026-07-27\|44.75\|2.38\|43.74\|45.30\|42.67\|216813;2026-07-28\|41.87\|-6.44\|43.60\|45.16\|41.60\|194295;2026-07-29\|40.50\|-3.27\|41.78\|42.34\|38.48\|254076;2026-07-30\|37.29\|-7.93\|40.00\|40.90\|36.60\|275401;2026-07-31\|38.50\|3.24\|40.40\|41.02\|38.50\|270698;2026-08-03\|36.61\|-4.91\|38.00\|38.70\|36.44\|193619;2026-08-04\|39.24\|7.18\|36.99\|39.81\|36.61\|211600;2026-08-05\|41.96\|6.93\|39.51\|42.53\|39.20\|242827;2026-08-06\|42.98\|2.43\|40.88\|43.76\|40.77\|227007;2026-08-07\|44.41\|3.33\|42.98\|44.88\|42.70\|222857;2026-08-10\|44.43\|0.04\|45.37\|45.39\|43.30\|199474;2026-08-11\|43.86\|-1.28\|44.10\|44.98\|43.30\|148274;2026-08-12\|46.44\|5.88\|44.50\|46.61\|44.06\|241581;2026-08-13\|46.27\|-0.37\|47.20\|49.86\|46.11\|363119;2026-08-14\|48.25\|4.28\|47.00\|48.80\|46.24\|271583;2026-08-17\|49.48\|2.55\|48.09\|49.50\|47.39\|285475;2026-08-18\|51.52\|4.12\|49.81\|52.87\|49.61\|334194;2026-08-19\|46.37\|-10.00\|49.00\|50.59\|46.37\|311574;2026-08-20\|46.82\|0.97\|47.41\|47.96\|46.21\|205891;2026-08-21\|46.75\|-0.15\|46.56\|47.82\|45.77\|162694;2026-08-24\|47.60\|1.82\|47.06\|48.49\|45.50\|224182;2026-08-25\|47.10\|-1.05\|47.08\|48.38\|44.80\|240201;2026-08-26\|46.18\|-1.95\|47.10\|47.36\|44.80\|215883;2026-08-27\|48.48\|4.98\|46.22\|49.20\|45.68\|276300;2026-08-28\|47.45\|-2.12\|48.48\|49.51\|47.38\|171574;2026-08-31\|49.18\|3.65\|46.18\|49.39\|46.00\|205281;2026-09-01\|47.15\|-4.13\|49.77\|49.94\|47.05\|178459;2026-09-02\|46.57\|-1.23\|46.44\|47.29\|46.20\|113243;2026-09-03\|46.32\|-0.54\|47.22\|47.71\|45.76\|131982;2026-09-04\|43.70\|-5.66\|46.84\|47.10\|43.18\|220209;2026-09-07\|45.55\|4.23\|44.50\|45.88\|44.15\|172048;2026-09-08\|45.57\|0.04\|45.84\|47.08\|44.82\|161289;2026-09-09\|45.12\|-0.99\|45.94\|46.75\|44.96\|103748;2026-09-10\|45.00\|-0.27\|44.70\|45.79\|44.31\|97297;2026-09-11\|43.85\|-2.56\|44.11\|44.98\|42.10\|132309;2026-09-14\|44.11\|0.59\|43.10\|44.37\|42.04\|86068
115356	证监会批复同意长鑫科技首次公开发行股票注册	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985;2026-07-20\|23.92\|-9.80\|27.30\|27.99\|23.18\|118338;2026-07-21\|26.28\|9.87\|24.12\|27.10\|20.73\|146901;2026-07-22\|25.24\|-3.96\|25.61\|26.32\|24.29\|113304;2026-07-23\|24.96\|-1.11\|25.71\|26.08\|24.40\|72816;2026-07-24\|24.70\|-1.04\|24.70\|25.88\|24.15\|149533;2026-07-27\|26.28\|6.40\|24.93\|26.35\|23.92\|141792;2026-07-28\|23.63\|-10.08\|25.80\|26.27\|23.30\|141324;2026-07-29\|23.63\|0.00\|23.70\|24.03\|22.40\|144462;2026-07-30\|21.85\|-7.53\|23.92\|23.92\|21.37\|132655;2026-07-31\|22.75\|4.12\|23.88\|25.09\|22.51\|180343;2026-08-03\|23.20\|1.98\|22.49\|24.31\|22.49\|140964;2026-08-04\|24.50\|5.60\|23.59\|24.80\|23.05\|131437;2026-08-05\|26.13\|6.65\|24.07\|26.42\|24.03\|183450;2026-08-06\|27.05\|3.52\|25.86\|27.40\|25.71\|172821;2026-08-07\|28.75\|6.28\|27.20\|29.28\|26.57\|206371;2026-08-10\|27.33\|-4.94\|29.00\|29.17\|26.53\|176751;2026-08-11\|27.26\|-0.26\|26.70\|28.03\|26.59\|128022;2026-08-12\|28.15\|3.26\|27.20\|28.52\|27.20\|119680;2026-08-13\|27.33\|-2.91\|28.39\|29.46\|27.33\|142600;2026-08-14\|28.99\|6.07\|28.00\|30.93\|27.55\|199001;2026-08-17\|30.90\|6.59\|28.95\|31.06\|28.53\|186523;2026-08-18\|30.31\|-1.91\|30.50\|31.31\|29.51\|172376;2026-08-19\|29.51\|-2.64\|30.14\|33.88\|29.01\|315466;2026-08-20\|29.66\|0.51\|30.01\|30.80\|27.98\|229298;2026-08-21\|29.34\|-1.08\|29.00\|30.85\|28.64\|182263;2026-08-24\|26.95\|-8.15\|29.27\|29.27\|26.20\|209395;2026-08-25\|27.19\|0.89\|26.66\|28.04\|25.32\|142500;2026-08-26\|26.69\|-1.84\|27.80\|27.91\|25.79\|110564;2026-08-27\|27.59\|3.37\|26.91\|27.98\|26.02\|137735;2026-08-28\|26.70\|-3.23\|27.59\|28.28\|26.65\|110370;2026-08-31\|27.27\|2.13\|26.09\|27.58\|25.88\|103653;2026-09-01\|25.82\|-5.32\|27.47\|27.53\|25.52\|118211;2026-09-02\|25.50\|-1.24\|25.11\|26.19\|25.11\|94224;2026-09-03\|25.51\|0.04\|25.65\|26.11\|24.88\|98419;2026-09-04\|24.74\|-3.02\|25.90\|26.95\|24.47\|134827;2026-09-07\|25.61\|3.52\|25.01\|25.80\|24.30\|90328;2026-09-08\|25.27\|-1.33\|25.42\|26.08\|25.08\|75707;2026-09-09\|25.55\|1.11\|25.30\|26.09\|25.07\|83153;2026-09-10\|25.33\|-0.86\|25.25\|25.96\|25.05\|61599;2026-09-11\|25.02\|-1.22\|25.06\|25.30\|23.79\|90631;2026-09-14\|25.53\|2.04\|24.66\|26.76\|24.08\|144365
115355	证监会批复同意长鑫科技首次公开发行股票注册	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642;2026-07-13\|37.09\|-8.98\|40.24\|40.98\|36.93\|57476;2026-07-14\|36.92\|-0.46\|37.00\|37.89\|35.28\|52577;2026-07-15\|34.93\|-5.39\|36.95\|37.38\|34.66\|49900;2026-07-16\|32.48\|-7.01\|34.80\|34.93\|32.00\|49022;2026-07-17\|29.41\|-9.45\|33.04\|33.04\|29.24\|68798;2026-07-20\|26.47\|-10.00\|29.78\|29.82\|26.47\|73710;2026-07-21\|28.18\|6.46\|27.44\|28.33\|23.82\|115747;2026-07-22\|27.12\|-3.76\|27.23\|29.17\|26.80\|82074;2026-07-23\|26.70\|-1.55\|27.44\|28.00\|26.30\|48410;2026-07-24\|27.10\|1.50\|26.85\|28.45\|26.50\|67215;2026-07-27\|27.81\|2.62\|26.73\|27.94\|26.26\|55850;2026-07-28\|26.22\|-5.72\|27.55\|28.83\|26.00\|58197;2026-07-29\|25.32\|-3.43\|25.49\|26.55\|24.05\|78346;2026-07-30\|23.18\|-8.45\|25.18\|25.63\|22.90\|77347;2026-07-31\|23.97\|3.41\|24.15\|25.50\|23.96\|97156;2026-08-03\|23.27\|-2.92\|24.30\|24.30\|23.08\|82679;2026-08-04\|24.78\|6.49\|23.37\|24.87\|23.19\|62944;2026-08-05\|26.24\|5.89\|24.74\|26.49\|24.60\|82926;2026-08-06\|26.93\|2.63\|25.65\|27.05\|25.65\|59996;2026-08-07\|28.12\|4.42\|26.83\|28.54\|26.40\|63695;2026-08-10\|27.80\|-1.14\|28.35\|28.52\|27.09\|54842;2026-08-11\|27.87\|0.25\|27.79\|28.58\|26.93\|44414;2026-08-12\|28.45\|2.08\|28.16\|28.79\|27.88\|37510;2026-08-13\|27.77\|-2.39\|28.64\|29.05\|27.70\|30944;2026-08-14\|28.55\|2.81\|27.82\|28.64\|27.82\|36241;2026-08-17\|29.93\|4.83\|28.85\|30.32\|28.67\|51151;2026-08-18\|29.45\|-1.60\|30.50\|30.59\|28.87\|42395;2026-08-19\|27.25\|-7.47\|28.70\|29.05\|27.10\|50868;2026-08-20\|27.46\|0.77\|27.78\|28.15\|27.05\|40655;2026-08-21\|27.45\|-0.04\|27.21\|27.86\|26.60\|40276;2026-08-24\|27.17\|-1.02\|27.62\|27.89\|26.66\|40537;2026-08-25\|27.13\|-0.15\|26.98\|27.42\|25.95\|29763;2026-08-26\|27.01\|-0.44\|27.26\|27.50\|26.60\|32689;2026-08-27\|27.64\|2.33\|27.01\|27.91\|26.76\|36902;2026-08-28\|26.59\|-3.80\|27.49\|28.20\|26.55\|40689;2026-08-31\|27.30\|2.67\|26.12\|27.35\|26.00\|37997;2026-09-01\|26.26\|-3.81\|27.25\|27.80\|26.02\|33250;2026-09-02\|25.86\|-1.52\|26.00\|26.23\|25.56\|28796;2026-09-03\|25.93\|0.27\|26.25\|26.52\|25.58\|26884;2026-09-04\|25.50\|-1.66\|25.93\|26.69\|25.30\|27096;2026-09-07\|26.18\|2.67\|25.75\|27.50\|25.73\|40023;2026-09-08\|25.87\|-1.18\|26.00\|26.68\|25.83\|30819;2026-09-09\|25.70\|-0.66\|25.87\|26.86\|25.60\|28713;2026-09-10\|25.40\|-1.17\|25.57\|26.00\|25.22\|21026;2026-09-11\|24.78\|-2.44\|25.10\|25.38\|23.95\|23038;2026-09-14\|24.87\|0.36\|24.60\|25.17\|24.19\|19354
115354	证监会批复同意长鑫科技首次公开发行股票注册	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362;2026-07-13\|28.13\|-10.01\|29.16\|30.11\|28.13\|64914;2026-07-14\|28.85\|2.56\|27.41\|29.00\|26.13\|131539;2026-07-15\|27.50\|-4.68\|28.64\|29.70\|27.10\|87315;2026-07-16\|25.80\|-6.18\|27.14\|28.08\|25.52\|90876;2026-07-17\|24.06\|-6.74\|26.18\|26.35\|23.99\|87649;2026-07-20\|21.66\|-9.98\|24.66\|25.25\|21.65\|94011;2026-07-21\|22.69\|4.76\|21.51\|22.79\|19.50\|122152;2026-07-22\|21.62\|-4.72\|22.54\|22.74\|21.40\|94932;2026-07-23\|21.16\|-2.13\|21.56\|22.05\|20.98\|66210;2026-07-24\|20.99\|-0.80\|20.85\|21.73\|20.60\|54921;2026-07-27\|22.22\|5.86\|21.00\|22.22\|20.62\|62058;2026-07-28\|20.36\|-8.37\|21.83\|22.62\|20.25\|83509;2026-07-29\|20.33\|-0.15\|20.40\|20.88\|19.70\|85799;2026-07-30\|19.01\|-6.49\|20.14\|20.40\|18.88\|70728;2026-07-31\|19.78\|4.05\|20.01\|20.72\|19.74\|82450;2026-08-03\|19.82\|0.20\|19.95\|19.98\|19.14\|65695;2026-08-04\|21.80\|9.99\|20.45\|21.80\|20.08\|63063;2026-08-05\|22.75\|4.36\|21.80\|22.93\|21.35\|111668;2026-08-06\|22.65\|-0.44\|22.37\|22.76\|21.93\|89626;2026-08-07\|23.62\|4.28\|22.55\|23.77\|22.29\|97331;2026-08-10\|23.43\|-0.80\|23.63\|24.11\|22.95\|62399;2026-08-11\|22.93\|-2.13\|23.36\|23.50\|22.65\|55177;2026-08-12\|23.41\|2.09\|23.00\|23.60\|22.82\|52338;2026-08-13\|23.05\|-1.54\|23.44\|23.95\|23.04\|51747;2026-08-14\|25.36\|10.02\|23.20\|25.36\|23.12\|95947;2026-08-17\|25.96\|2.37\|25.69\|26.34\|24.49\|131785;2026-08-18\|24.91\|-4.04\|25.83\|25.86\|24.44\|89030;2026-08-19\|23.64\|-5.10\|24.39\|25.45\|23.45\|84255;2026-08-20\|25.00\|5.75\|23.64\|25.28\|23.09\|98151;2026-08-21\|24.67\|-1.32\|24.66\|25.28\|23.80\|55743;2026-08-24\|23.93\|-3.00\|24.43\|24.54\|23.30\|47636;2026-08-25\|24.37\|1.84\|23.70\|24.46\|23.16\|54188;2026-08-26\|23.30\|-4.39\|24.30\|24.39\|23.18\|59497;2026-08-27\|23.70\|1.72\|23.20\|24.00\|23.01\|70036;2026-08-28\|24.08\|1.60\|23.70\|24.65\|23.35\|69358;2026-08-31\|24.00\|-0.33\|23.46\|24.59\|23.37\|61667;2026-09-01\|23.52\|-2.00\|23.74\|23.92\|23.01\|50743;2026-09-02\|23.20\|-1.36\|23.13\|23.60\|22.80\|44340;2026-09-03\|23.41\|0.91\|23.22\|23.73\|22.99\|40893;2026-09-04\|22.95\|-1.97\|23.78\|24.61\|22.52\|59284;2026-09-07\|23.62\|2.92\|22.84\|24.36\|22.69\|61378;2026-09-08\|23.96\|1.44\|23.45\|24.17\|23.34\|61422;2026-09-09\|23.80\|-0.67\|24.01\|24.23\|23.52\|42482;2026-09-10\|23.56\|-1.01\|23.60\|24.28\|23.11\|39718;2026-09-11\|22.73\|-3.52\|23.11\|23.29\|22.00\|59457;2026-09-14\|23.16\|1.89\|22.66\|23.40\|22.21\|43227
115353	建滔积层板再度涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273
115352	建滔积层板再度涨价	涨停揭秘：PCB核心供应商建滔积层板再度涨价，叠加公司连续两日获超千万融资买入，市场预期成本传导与订单弹性提升；涨停缘由：建滔积层板6月再度上调覆铜板价格，公司液晶专显模组中PCB由供方协作生产但设计主导，涨价反映产业链景气上行；公司主营单色液晶模组占比超84%，广泛用于工控、医疗、智能家居等刚性需求场景；资金逻辑：6月16日、17日融资买入额达1282.79万元、1868.83万元，两日净流入超2500万元，融资余额升至9572.90万元，占流通市值2.78%，杠杆资金积极抢筹；风险提示：公司一季度归母净利润同比下降67.49%，毛利率仅14.4%，短期业绩承压；PCB成本传导存在时滞，且下游议价能力制约盈利修复节奏	公司产品使用到PCB，PCB由公司设计，由供方协作生产	2026-05-11\|36.27\|1.23\|36.24\|37.25\|36.00\|31689;2026-05-12\|35.56\|-1.96\|36.08\|36.64\|35.08\|26801;2026-05-13\|36.48\|2.59\|35.88\|36.92\|35.18\|27819;2026-05-14\|36.12\|-0.99\|36.63\|38.42\|36.00\|26489;2026-05-15\|36.46\|0.94\|35.97\|36.87\|35.20\|33705;2026-05-18\|35.22\|-3.40\|36.19\|36.20\|34.83\|28787;2026-05-19\|35.30\|0.23\|34.94\|35.49\|34.73\|17661;2026-05-20\|34.92\|-1.08\|35.75\|35.88\|34.38\|22694;2026-05-21\|33.76\|-3.32\|34.88\|36.73\|33.51\|37081;2026-05-22\|34.60\|2.49\|34.24\|35.13\|33.90\|30270;2026-05-25\|36.40\|5.20\|34.58\|37.40\|34.58\|41959;2026-05-26\|35.11\|-3.54\|36.00\|36.28\|34.44\|26268;2026-05-27\|33.67\|-4.10\|35.53\|35.54\|33.23\|28686;2026-05-28\|34.78\|3.30\|33.68\|34.83\|33.47\|23882;2026-05-29\|36.53\|5.03\|34.79\|37.12\|34.22\|48063;2026-06-01\|26.56\|2.79\|25.02\|27.76\|24.79\|95882;2026-06-02\|26.02\|-2.03\|26.44\|26.59\|25.08\|57386;2026-06-03\|26.39\|1.42\|25.96\|27.27\|25.50\|60850;2026-06-04\|23.80\|-9.81\|25.96\|26.17\|23.38\|76511;2026-06-05\|23.38\|-1.76\|23.47\|24.31\|21.52\|73730;2026-06-08\|21.22\|-9.24\|22.39\|23.11\|20.87\|69991;2026-06-09\|20.66\|-2.64\|21.96\|21.96\|20.58\|44518;2026-06-10\|20.43\|-1.11\|20.26\|20.61\|19.39\|47336;2026-06-11\|19.81\|-3.03\|20.14\|21.00\|19.65\|35376;2026-06-12\|19.36\|-2.27\|19.97\|20.49\|19.23\|40874;2026-06-15\|20.61\|6.46\|19.60\|21.10\|19.25\|62842;2026-06-16\|21.66\|5.09\|20.56\|21.84\|20.20\|55314;2026-06-17\|24.11\|11.31\|21.42\|25.00\|21.30\|85963;2026-06-18\|23.33\|-3.24\|23.74\|24.15\|23.06\|51258;2026-06-22\|22.65\|-2.91\|22.96\|23.70\|21.81\|42195;2026-06-23\|21.86\|-3.49\|22.42\|22.58\|21.74\|38161;2026-06-24\|22.30\|2.01\|21.65\|23.02\|21.45\|51592;2026-06-25\|22.61\|1.39\|22.01\|24.63\|21.66\|62900;2026-06-26\|21.94\|-2.96\|22.59\|23.24\|21.80\|45077;2026-06-29\|20.52\|-6.47\|21.68\|21.99\|19.90\|51423;2026-06-30\|20.74\|1.07\|20.32\|21.14\|20.03\|33586;2026-07-01\|20.39\|-1.69\|20.77\|21.09\|19.80\|39394;2026-07-02\|20.99\|2.94\|20.11\|22.68\|19.82\|51724;2026-07-03\|20.22\|-3.67\|20.79\|21.39\|20.22\|43156;2026-07-06\|20.25\|0.15\|20.12\|20.99\|19.60\|40839;2026-07-07\|18.89\|-6.72\|20.01\|20.28\|18.65\|37607;2026-07-08\|18.27\|-3.28\|18.86\|19.04\|17.83\|37342;2026-07-09\|18.01\|-1.42\|18.17\|18.39\|17.08\|26606;2026-07-10\|17.81\|-1.11\|18.01\|18.45\|17.70\|28150;2026-07-13\|16.55\|-7.07\|17.82\|17.82\|16.49\|30106;2026-07-14\|16.90\|2.11\|16.54\|16.90\|16.05\|27348;2026-07-15\|16.56\|-2.01\|16.92\|17.00\|16.43\|27554;2026-07-16\|16.71\|0.91\|16.35\|17.49\|16.22\|39163;2026-07-17\|15.54\|-7.00\|16.62\|16.79\|15.34\|35746;2026-07-20\|14.66\|-5.66\|15.76\|16.20\|14.37\|37722;2026-07-21\|14.97\|2.11\|14.90\|15.18\|13.55\|39213;2026-07-22\|14.82\|-1.00\|14.85\|15.21\|14.60\|34626;2026-07-23\|15.17\|2.36\|15.05\|15.22\|14.75\|18603;2026-07-24\|14.89\|-1.85\|14.99\|15.14\|14.64\|14707;2026-07-27\|15.44\|3.69\|14.99\|15.48\|14.41\|18163;2026-07-28\|15.14\|-1.94\|15.23\|15.68\|14.90\|31149;2026-07-29\|15.37\|1.52\|15.04\|15.49\|14.83\|27086;2026-07-30\|14.90\|-3.06\|15.29\|15.60\|14.71\|26669;2026-07-31\|15.31\|2.75\|15.18\|15.68\|15.18\|30182;2026-08-03\|15.88\|3.72\|15.32\|15.95\|15.31\|27727;2026-08-04\|16.35\|2.96\|15.90\|16.51\|15.90\|29121;2026-08-05\|16.65\|1.83\|16.35\|16.77\|16.31\|26695;2026-08-06\|16.84\|1.14\|16.60\|16.88\|16.41\|20639;2026-08-07\|16.87\|0.18\|16.91\|16.91\|16.42\|22540;2026-08-10\|17.06\|1.13\|16.87\|17.12\|16.58\|19774;2026-08-11\|17.11\|0.29\|17.14\|17.23\|16.71\|18153;2026-08-12\|17.30\|1.11\|17.20\|17.41\|17.00\|12727;2026-08-13\|17.03\|-1.56\|17.48\|17.54\|17.01\|17012;2026-08-14\|17.23\|1.17\|17.10\|17.30\|17.00\|15741;2026-08-17\|17.65\|2.44\|17.25\|17.68\|16.93\|18627;2026-08-18\|21.18\|20.00\|18.98\|21.18\|18.88\|56635;2026-08-19\|25.42\|20.02\|22.58\|25.42\|21.51\|227513;2026-08-20\|22.54\|-11.33\|23.00\|25.28\|22.00\|170371;2026-08-21\|23.35\|3.59\|22.54\|24.11\|20.28\|180935;2026-08-24\|20.86\|-10.66\|21.81\|21.92\|20.45\|134847;2026-08-25\|20.62\|-1.15\|20.11\|21.17\|19.40\|105021;2026-08-26\|19.80\|-3.98\|20.30\|21.05\|19.50\|118562;2026-08-27\|20.33\|2.68\|19.67\|20.68\|19.67\|105429;2026-08-28\|19.74\|-2.90\|19.98\|20.40\|19.70\|80858;2026-08-31\|20.30\|2.84\|19.40\|20.32\|19.11\|69471;2026-09-01\|20.20\|-0.49\|20.10\|20.31\|19.78\|61113;2026-09-02\|19.16\|-5.15\|20.00\|20.00\|18.88\|68584;2026-09-03\|18.76\|-2.09\|19.22\|19.55\|18.51\|60100;2026-09-04\|18.94\|0.96\|18.86\|19.88\|18.70\|62543;2026-09-07\|19.98\|5.49\|19.11\|20.18\|19.00\|77502;2026-09-08\|19.63\|-1.75\|19.95\|19.95\|19.41\|49929;2026-09-09\|19.22\|-2.09\|19.58\|19.78\|19.05\|37343;2026-09-10\|19.02\|-1.04\|19.21\|19.31\|18.81\|26299;2026-09-11\|18.43\|-3.10\|18.85\|18.96\|18.23\|36561;2026-09-14\|18.80\|2.01\|18.56\|19.05\|18.28\|28320
115351	建滔积层板再度涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-05-11\|72.70\|3.86\|70.10\|73.05\|68.19\|148584;2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364;2026-07-13\|44.45\|-9.93\|49.05\|49.74\|44.22\|155320;2026-07-14\|47.43\|6.70\|44.61\|47.58\|44.16\|163505;2026-07-15\|44.64\|-5.88\|48.28\|49.70\|44.50\|138186;2026-07-16\|42.80\|-4.12\|43.25\|45.62\|42.37\|127248;2026-07-17\|38.79\|-9.37\|42.97\|43.70\|38.18\|145546;2026-07-20\|33.31\|-14.13\|39.42\|39.69\|32.23\|228374;2026-07-21\|35.88\|7.72\|33.45\|35.99\|28.78\|257467;2026-07-22\|36.19\|0.86\|39.41\|39.93\|35.98\|298199;2026-07-23\|37.07\|2.43\|36.91\|38.56\|35.90\|234117;2026-07-24\|35.01\|-5.56\|36.35\|36.90\|35.01\|171093;2026-07-27\|37.55\|7.26\|35.26\|37.58\|35.07\|212650;2026-07-28\|35.06\|-6.63\|36.76\|37.98\|34.74\|154621;2026-07-29\|35.14\|0.23\|35.00\|35.60\|33.75\|158919;2026-07-30\|32.10\|-8.65\|35.01\|35.11\|31.41\|216866;2026-07-31\|32.98\|2.74\|34.48\|35.63\|32.95\|205598;2026-08-03\|31.89\|-3.31\|32.78\|33.27\|31.54\|137173;2026-08-04\|34.24\|7.37\|32.38\|34.63\|31.68\|169450;2026-08-05\|36.53\|6.69\|34.00\|37.06\|33.66\|205182;2026-08-06\|37.45\|2.52\|35.87\|38.10\|35.86\|224012;2026-08-07\|40.91\|9.24\|37.80\|41.97\|36.91\|363637;2026-08-10\|39.45\|-3.57\|40.64\|41.41\|38.51\|271479;2026-08-11\|38.83\|-1.57\|39.03\|39.83\|38.48\|161052;2026-08-12\|39.27\|1.13\|38.85\|39.80\|38.60\|136805;2026-08-13\|39.00\|-0.69\|42.00\|42.56\|38.88\|278928;2026-08-14\|40.55\|3.97\|39.62\|40.67\|39.18\|219841;2026-08-17\|42.16\|3.97\|40.56\|42.30\|40.56\|203333;2026-08-18\|41.00\|-2.75\|42.16\|42.60\|40.41\|170226;2026-08-19\|38.10\|-7.07\|39.70\|40.86\|37.80\|147118;2026-08-20\|38.10\|0.00\|38.82\|39.26\|37.65\|106894;2026-08-21\|39.45\|3.54\|37.76\|40.18\|37.20\|142389;2026-08-24\|38.62\|-2.10\|39.60\|39.78\|37.30\|120822;2026-08-25\|38.64\|0.05\|38.11\|39.23\|36.78\|108439;2026-08-26\|38.85\|0.54\|38.88\|39.29\|37.77\|104939;2026-08-27\|40.20\|3.47\|39.21\|40.29\|38.06\|166469;2026-08-28\|39.10\|-2.74\|40.40\|41.20\|39.08\|230757;2026-08-31\|40.45\|3.45\|38.32\|40.73\|38.11\|219732;2026-09-01\|38.12\|-5.76\|40.41\|40.44\|38.08\|192301;2026-09-02\|37.20\|-2.41\|37.26\|37.82\|37.06\|104442;2026-09-03\|37.35\|0.40\|37.60\|38.00\|36.60\|106610;2026-09-04\|36.11\|-3.32\|37.50\|38.88\|35.81\|155451;2026-09-07\|38.16\|5.68\|36.70\|38.46\|36.16\|174848;2026-09-08\|37.39\|-2.02\|37.90\|38.33\|37.03\|113075;2026-09-09\|37.99\|1.60\|37.78\|38.80\|37.63\|134651;2026-09-10\|38.71\|1.90\|37.62\|39.69\|37.24\|152927;2026-09-11\|38.39\|-0.83\|38.44\|38.94\|36.48\|169400;2026-09-14\|38.97\|1.51\|37.90\|39.55\|37.05\|142523
115350	建滔积层板再度涨价	PCB基材+玻纤制品行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年4月15日业绩说明会，公司生产的电子级湿法薄毡作为覆铜板的增强基材，最终应用于印制电路板及家用电器控制板等电子绝缘场景，有一定技术壁垒，该项业务归类于复合材料板块且与其他湿法毡产品合并核算。 2、据2026年4月15日业绩说明会，在 CEM-3 覆铜板增强材料领域，我们已经完成了进口替代，国产化率很高。电子毡这种‘无纺布’结构的材料特性，不适用于作为低介电损耗（Low-Dk/Df）高频传输场景的核心功能介质。低介电（Low-Dk）或更超薄型的电子毡品类，我们审慎关注。 3、据2026年4月15日业绩说明会，公司拥有从“玻纤纱—玻纤制品—玻纤复合材料” 的完整产业链，致力于为国内外用户提供高性能复合材料一体化解决方案。主要产品包括玻纤纱、短切毡、湿法薄毡、玻纤织物、复合隔板、涂层毡、网格布、热塑性玻纤及制品等。其中，短切毡和湿法薄毡作为公司的拳头产品，在细分市场中处于领军地位。	1、国内规模最大的无纺玻纤制品综合生产企业之一，拥有完整的玻纤纱—玻纤制品—树脂—玻纤复合材料产业链； 2、公司生产的PCB电子毡是 CEM-3 型覆铜板主要基材之一，产品性能达进口水平，在中高端家电、电子信息及 LED 照明用 CEM-3 型覆铜板领域实现应用	2026-05-11\|21.64\|-0.82\|22.18\|22.36\|21.23\|324252;2026-05-12\|21.83\|0.88\|21.75\|22.12\|20.90\|281542;2026-05-13\|21.41\|-1.92\|21.44\|21.91\|20.88\|243413;2026-05-14\|20.89\|-2.43\|21.48\|21.54\|20.44\|221169;2026-05-15\|19.75\|-3.85\|20.72\|21.43\|19.52\|222878;2026-05-18\|19.56\|-0.96\|19.53\|20.05\|19.24\|140466;2026-05-19\|19.20\|-1.84\|19.41\|19.41\|18.28\|200530;2026-05-20\|19.33\|0.68\|18.91\|19.75\|18.67\|165222;2026-05-21\|18.59\|-3.83\|19.32\|20.25\|18.58\|250197;2026-05-22\|19.93\|7.21\|18.79\|20.25\|18.60\|282409;2026-05-25\|23.92\|20.02\|20.06\|23.92\|20.05\|449298;2026-05-26\|24.75\|3.47\|24.11\|24.81\|22.97\|619261;2026-05-27\|23.93\|-3.31\|24.28\|25.21\|23.39\|332279;2026-05-28\|25.75\|7.61\|23.91\|26.05\|23.75\|530557;2026-05-29\|24.51\|-4.82\|25.50\|25.50\|24.19\|374913;2026-06-01\|26.42\|7.79\|24.60\|27.68\|24.13\|645551;2026-06-02\|26.58\|0.61\|25.99\|28.82\|24.69\|647848;2026-06-03\|24.97\|-6.06\|26.51\|26.85\|24.50\|584463;2026-06-04\|24.62\|-1.40\|24.33\|25.78\|24.03\|390808;2026-06-05\|24.07\|-2.23\|24.12\|25.00\|23.16\|374303;2026-06-08\|22.18\|-7.85\|22.73\|23.48\|21.90\|307554;2026-06-09\|24.35\|9.78\|23.29\|24.56\|22.90\|386260;2026-06-10\|24.45\|0.41\|23.88\|24.85\|23.79\|356091;2026-06-11\|25.93\|6.05\|23.88\|26.29\|23.80\|516502;2026-06-12\|25.23\|-2.70\|26.00\|27.20\|25.10\|498632;2026-06-15\|27.26\|8.05\|25.62\|27.67\|25.56\|503397;2026-06-16\|28.05\|2.90\|26.83\|29.29\|26.70\|558475;2026-06-17\|31.90\|13.73\|27.00\|33.66\|26.88\|683513;2026-06-18\|29.86\|-6.39\|29.88\|30.50\|28.57\|578642;2026-06-22\|32.99\|10.48\|29.86\|33.55\|29.40\|553542;2026-06-23\|29.80\|-9.67\|32.10\|32.30\|28.74\|395532;2026-06-24\|30.40\|2.01\|28.99\|31.92\|28.96\|395167;2026-06-25\|32.01\|5.30\|30.17\|32.32\|29.59\|434495;2026-06-26\|32.99\|3.06\|31.44\|34.26\|31.05\|499896;2026-06-29\|29.16\|-11.61\|32.59\|32.94\|27.61\|486913;2026-06-30\|29.57\|1.41\|28.60\|29.94\|26.25\|374841;2026-07-01\|26.68\|-9.77\|29.41\|29.57\|26.16\|452863;2026-07-02\|24.71\|-7.38\|25.25\|26.04\|24.50\|304419;2026-07-03\|24.14\|-2.31\|24.33\|25.55\|24.00\|285807;2026-07-06\|22.68\|-6.05\|24.50\|24.87\|22.53\|294251;2026-07-07\|21.60\|-4.76\|22.58\|23.00\|21.30\|205592;2026-07-08\|20.78\|-3.80\|21.85\|21.90\|20.68\|182853;2026-07-09\|21.79\|4.86\|21.20\|21.82\|20.40\|243104;2026-07-10\|20.61\|-5.42\|21.80\|22.56\|20.61\|275843;2026-07-13\|19.04\|-7.62\|20.20\|20.74\|18.90\|212445;2026-07-14\|20.45\|7.41\|19.18\|20.79\|18.73\|259496;2026-07-15\|19.48\|-4.74\|20.83\|20.95\|19.35\|179994;2026-07-16\|18.40\|-5.54\|19.05\|19.44\|18.19\|160128;2026-07-17\|17.10\|-7.07\|18.58\|18.58\|16.80\|181497;2026-07-20\|15.73\|-8.01\|17.62\|17.88\|15.42\|213196;2026-07-21\|17.16\|9.09\|15.90\|17.22\|14.57\|260108;2026-07-22\|16.29\|-5.07\|16.79\|17.28\|16.09\|194358;2026-07-23\|16.45\|0.98\|16.23\|16.78\|16.08\|130540;2026-07-24\|15.86\|-3.59\|16.22\|16.40\|15.78\|108995;2026-07-27\|17.04\|7.44\|15.93\|17.08\|15.80\|196062;2026-07-28\|16.19\|-4.99\|16.91\|17.46\|16.10\|188555;2026-07-29\|15.92\|-1.67\|16.19\|16.54\|15.49\|190285;2026-07-30\|15.62\|-1.88\|15.81\|16.26\|15.42\|193858;2026-07-31\|15.89\|1.73\|16.69\|16.88\|15.87\|245364;2026-08-03\|15.57\|-2.01\|15.76\|15.89\|15.26\|147364;2026-08-04\|16.43\|5.52\|15.67\|16.51\|15.63\|194226;2026-08-05\|17.30\|5.30\|16.25\|17.48\|16.25\|248140;2026-08-06\|17.74\|2.54\|17.11\|18.00\|17.00\|226065;2026-08-07\|18.36\|3.49\|17.73\|18.67\|17.34\|274827;2026-08-10\|18.11\|-1.36\|18.54\|18.64\|17.76\|180591;2026-08-11\|17.89\|-1.21\|18.00\|18.30\|17.71\|138836;2026-08-12\|18.71\|4.58\|17.85\|19.30\|17.84\|283746;2026-08-13\|18.03\|-3.63\|18.80\|19.06\|18.02\|195070;2026-08-14\|18.68\|3.61\|18.21\|18.69\|18.01\|168458;2026-08-17\|19.15\|2.52\|18.68\|19.15\|18.60\|181555;2026-08-18\|18.89\|-1.36\|19.03\|19.37\|18.57\|154385;2026-08-19\|17.61\|-6.78\|18.40\|18.55\|17.50\|138051;2026-08-20\|17.49\|-0.68\|17.90\|18.06\|17.41\|116005;2026-08-21\|17.65\|0.91\|17.35\|17.69\|16.94\|96436;2026-08-24\|16.52\|-6.40\|17.33\|17.48\|16.07\|172443;2026-08-25\|16.70\|1.09\|16.25\|16.80\|15.89\|111216;2026-08-26\|16.61\|-0.54\|16.75\|16.78\|16.26\|86321;2026-08-27\|17.06\|2.71\|16.68\|17.12\|16.48\|105210;2026-08-28\|17.11\|0.29\|17.01\|17.62\|16.95\|115951;2026-08-31\|17.35\|1.40\|16.80\|17.37\|16.72\|88198;2026-09-01\|16.81\|-3.11\|17.87\|17.96\|16.74\|127320;2026-09-02\|16.83\|0.12\|16.51\|17.00\|16.45\|102298;2026-09-03\|16.64\|-1.13\|17.08\|17.25\|16.45\|102245;2026-09-04\|16.28\|-2.16\|16.78\|16.87\|16.13\|102498;2026-09-07\|16.87\|3.62\|16.28\|16.99\|16.20\|116685;2026-09-08\|16.90\|0.18\|16.85\|17.25\|16.75\|110633;2026-09-09\|16.92\|1.32\|16.85\|17.15\|16.82\|88395;2026-09-10\|17.34\|2.48\|16.72\|17.85\|16.63\|221420;2026-09-11\|18.79\|8.36\|17.00\|19.12\|16.93\|447034;2026-09-14\|20.15\|7.24\|18.80\|20.18\|18.05\|487971
115349	建滔积层板再度涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-05-11\|13.68\|0.44\|13.62\|13.74\|13.46\|60764;2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251;2026-07-13\|15.50\|-11.28\|17.00\|17.17\|15.46\|372303;2026-07-14\|16.14\|4.13\|15.88\|16.85\|15.11\|274735;2026-07-15\|15.07\|-6.63\|16.30\|16.40\|15.07\|209704;2026-07-16\|14.14\|-6.17\|14.81\|15.53\|13.96\|207255;2026-07-17\|12.81\|-9.41\|14.03\|14.35\|12.58\|190210;2026-07-20\|11.27\|-12.02\|13.14\|13.35\|11.00\|229778;2026-07-21\|12.11\|7.45\|11.27\|12.27\|10.19\|253050;2026-07-22\|11.93\|-1.49\|12.34\|13.20\|11.84\|254560;2026-07-23\|11.70\|-1.93\|12.13\|12.20\|11.50\|181623;2026-07-24\|11.25\|-3.85\|11.50\|11.79\|11.20\|138279;2026-07-27\|11.83\|5.16\|11.27\|11.88\|11.03\|163313;2026-07-28\|12.10\|2.28\|11.80\|12.96\|11.67\|281180;2026-07-29\|11.50\|-4.96\|11.98\|12.16\|11.21\|234154;2026-07-30\|10.67\|-7.22\|11.50\|11.60\|10.66\|185050;2026-07-31\|11.21\|5.06\|11.35\|11.88\|11.20\|205190;2026-08-03\|11.32\|0.98\|11.24\|11.44\|11.09\|122710;2026-08-04\|12.00\|6.01\|11.50\|12.04\|11.19\|145571;2026-08-05\|12.98\|8.17\|11.98\|13.25\|11.98\|236032;2026-08-06\|13.48\|3.85\|13.02\|13.48\|12.91\|200202;2026-08-07\|13.82\|2.52\|14.35\|14.48\|12.88\|250240;2026-08-10\|13.67\|-1.09\|13.86\|13.98\|13.24\|176749;2026-08-11\|13.67\|0.00\|13.59\|14.02\|13.28\|145807;2026-08-12\|14.61\|6.88\|13.66\|14.98\|13.58\|230386;2026-08-13\|14.46\|-1.03\|14.88\|14.90\|14.43\|178533;2026-08-14\|14.87\|2.84\|14.60\|15.23\|14.40\|169804;2026-08-17\|15.08\|1.41\|14.90\|15.08\|14.53\|172834;2026-08-18\|14.82\|-1.72\|15.00\|15.37\|14.54\|135859;2026-08-19\|13.93\|-6.01\|14.55\|14.78\|13.82\|163909;2026-08-20\|13.76\|-1.22\|14.05\|14.31\|13.66\|180086;2026-08-21\|14.82\|7.70\|13.60\|14.95\|13.45\|243895;2026-08-24\|13.65\|-7.89\|14.20\|14.44\|13.35\|308013;2026-08-25\|13.76\|0.81\|13.28\|13.88\|13.01\|197786;2026-08-26\|13.51\|-1.82\|13.75\|13.89\|13.10\|126181;2026-08-27\|14.06\|4.07\|13.50\|14.23\|13.40\|149286;2026-08-28\|13.93\|-0.92\|13.87\|14.37\|13.85\|154045;2026-08-31\|14.43\|3.59\|13.71\|14.58\|13.71\|157211;2026-09-01\|13.78\|-4.50\|14.55\|14.58\|13.63\|160106;2026-09-02\|13.83\|0.36\|13.60\|14.24\|13.45\|132960;2026-09-03\|13.55\|-2.02\|13.82\|14.18\|13.35\|109795;2026-09-04\|13.10\|-3.32\|13.60\|13.72\|12.96\|105415;2026-09-07\|14.08\|7.48\|13.02\|14.27\|13.02\|195113;2026-09-08\|13.86\|-1.56\|14.07\|14.25\|13.75\|106006;2026-09-09\|13.70\|-1.15\|13.87\|14.02\|13.60\|82690;2026-09-10\|13.92\|1.61\|13.63\|14.12\|13.41\|115530;2026-09-11\|13.60\|-2.30\|13.65\|13.89\|13.06\|146495;2026-09-14\|14.30\|5.15\|13.47\|14.35\|13.15\|153997
115348	建滔积层板再度涨价	硬质合金棒材+PCB钻针+半导体封装+一季报扭亏行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日互动易，公司生产的硬质合金棒材是制造PCB钻头、钻针的关键基础材料，公司将密切关注AI服务器M9板材带来的PCB钻针需求变化。 2、据2026年6月15日及5月15日互动易，高精度的硬质合金棒材可用于制造半导体封装测试环节所需的微型钻头和铣刀，激光锡球焊喷嘴是先进封装核心部件。 3、据2026年4月24日公告，公司2026年一季度实现营收14.29亿元，同比增长110.30%，归母净利润5629.53万元，同比扭亏为盈。	PCB铜箔产品是公司控股子公司浙江宏丰铜箔有限公司投资建设的“年产5万吨铜箔生产基地项目”的规划产品之一，PCB铜箔产线正在按计划建设中，当前进展顺利	2026-05-11\|15.88\|-6.48\|17.51\|17.99\|15.78\|1402041;2026-05-12\|17.35\|9.26\|16.10\|18.44\|16.07\|1380753;2026-05-13\|17.20\|-0.86\|16.96\|17.68\|16.35\|1199743;2026-05-14\|16.00\|-6.98\|17.03\|17.03\|15.89\|923934;2026-05-15\|15.77\|-1.44\|16.00\|16.45\|15.56\|766820;2026-05-18\|17.26\|9.45\|15.83\|17.73\|15.83\|1006181;2026-05-19\|19.35\|12.11\|16.90\|20.20\|16.73\|1215881;2026-05-20\|18.51\|-4.34\|19.49\|19.55\|18.21\|847952;2026-05-21\|17.57\|-5.08\|18.51\|18.86\|17.50\|709964;2026-05-22\|18.52\|5.41\|17.91\|18.99\|17.56\|874915;2026-05-25\|18.40\|-0.65\|19.19\|19.90\|17.81\|819259;2026-05-26\|17.70\|-3.80\|17.80\|18.19\|16.91\|802074;2026-05-27\|17.08\|-3.50\|17.01\|17.44\|16.65\|629948;2026-05-28\|17.41\|1.93\|16.90\|17.80\|16.39\|752957;2026-05-29\|16.97\|-2.53\|17.06\|17.89\|16.67\|691288;2026-06-01\|16.14\|-4.89\|17.01\|17.66\|15.99\|696911;2026-06-02\|16.75\|3.78\|16.13\|16.96\|15.31\|639849;2026-06-03\|17.26\|3.04\|16.51\|17.96\|16.40\|828102;2026-06-04\|17.54\|1.62\|16.55\|17.80\|16.47\|675568;2026-06-05\|17.51\|-0.17\|17.51\|18.35\|16.58\|708803;2026-06-08\|17.63\|0.69\|16.58\|18.38\|16.48\|759430;2026-06-09\|18.55\|5.22\|17.95\|18.86\|17.59\|916336;2026-06-10\|20.23\|9.12\|18.20\|21.09\|17.38\|1137192;2026-06-11\|17.16\|-15.18\|20.00\|20.95\|16.64\|1223970;2026-06-12\|16.48\|-3.96\|17.51\|18.35\|16.38\|1000143;2026-06-15\|17.80\|8.01\|16.74\|18.10\|16.70\|853199;2026-06-16\|18.46\|3.71\|17.82\|18.77\|17.45\|772373;2026-06-17\|22.15\|19.99\|18.01\|22.15\|17.93\|1150885;2026-06-18\|22.25\|0.45\|21.70\|22.50\|20.61\|1091578;2026-06-22\|25.53\|14.74\|23.11\|25.98\|23.00\|995035;2026-06-23\|23.46\|-8.11\|25.91\|26.50\|23.20\|948488;2026-06-24\|23.17\|-1.24\|23.60\|23.98\|22.60\|741544;2026-06-25\|22.45\|-3.11\|23.30\|24.27\|21.88\|883569;2026-06-26\|20.89\|-6.95\|22.49\|22.95\|20.66\|710191;2026-06-29\|19.83\|-5.07\|20.69\|21.11\|19.11\|657808;2026-06-30\|20.55\|3.63\|19.66\|20.78\|19.25\|594729;2026-07-01\|20.57\|0.10\|21.31\|21.68\|20.15\|632675;2026-07-02\|21.36\|3.84\|19.54\|22.46\|19.41\|763719;2026-07-03\|20.92\|-2.06\|21.00\|21.78\|19.82\|627549;2026-07-06\|19.19\|-8.27\|21.51\|21.60\|19.01\|549768;2026-07-07\|18.19\|-5.21\|18.91\|19.30\|17.87\|465096;2026-07-08\|17.55\|-3.52\|18.20\|18.40\|17.16\|372334;2026-07-09\|18.00\|2.56\|17.80\|18.11\|16.73\|392122;2026-07-10\|17.20\|-4.44\|18.00\|18.77\|17.20\|464958;2026-07-13\|15.64\|-9.07\|16.78\|17.11\|15.54\|460612;2026-07-14\|17.19\|9.91\|15.66\|17.89\|15.30\|451463;2026-07-15\|16.52\|-3.90\|17.28\|17.65\|16.38\|338192;2026-07-16\|15.67\|-5.15\|16.27\|16.80\|15.53\|316652;2026-07-17\|14.59\|-6.89\|15.70\|15.86\|14.45\|348697;2026-07-20\|12.81\|-12.20\|14.88\|15.15\|12.47\|488797;2026-07-21\|13.95\|8.90\|13.07\|14.04\|11.32\|519922;2026-07-22\|13.39\|-4.01\|13.77\|14.24\|13.27\|369256;2026-07-23\|14.01\|4.63\|13.58\|14.18\|13.36\|374182;2026-07-24\|13.44\|-4.07\|13.57\|14.15\|13.40\|293909;2026-07-27\|13.95\|3.79\|13.36\|13.95\|13.21\|301251;2026-07-28\|13.15\|-5.73\|13.74\|13.88\|13.04\|268890;2026-07-29\|13.07\|-0.61\|13.18\|13.27\|12.55\|300601;2026-07-30\|12.34\|-5.59\|13.11\|13.25\|12.10\|300731;2026-07-31\|12.92\|4.70\|13.32\|13.70\|12.90\|449962;2026-08-03\|12.63\|-2.24\|12.93\|13.11\|12.51\|278900;2026-08-04\|13.48\|6.73\|12.79\|13.61\|12.59\|316079;2026-08-05\|14.44\|7.12\|13.55\|14.58\|13.41\|407812;2026-08-06\|16.05\|11.15\|14.21\|16.32\|14.11\|713087;2026-08-07\|15.63\|-2.62\|15.02\|15.82\|14.80\|970280;2026-08-10\|14.77\|-5.50\|15.37\|15.66\|14.54\|715444;2026-08-11\|14.59\|-1.22\|14.52\|14.95\|14.25\|485746;2026-08-12\|14.53\|-0.41\|14.54\|14.75\|14.37\|450695;2026-08-13\|13.85\|-4.68\|14.69\|14.86\|13.83\|540876;2026-08-14\|14.46\|4.40\|14.00\|14.77\|14.00\|549832;2026-08-17\|14.94\|3.32\|14.66\|14.98\|14.47\|532702;2026-08-18\|14.61\|-2.21\|14.80\|15.24\|14.47\|429867;2026-08-19\|13.17\|-9.86\|14.10\|14.18\|13.09\|450339;2026-08-20\|13.11\|-0.46\|13.62\|13.65\|12.97\|320932;2026-08-21\|13.42\|2.36\|13.00\|13.56\|12.75\|300020;2026-08-24\|12.98\|-3.28\|13.30\|13.41\|12.65\|262324;2026-08-25\|13.12\|1.08\|12.85\|13.21\|12.48\|237607;2026-08-26\|12.97\|-1.14\|13.18\|13.22\|12.70\|208341;2026-08-27\|13.42\|3.47\|13.09\|13.52\|12.90\|283583;2026-08-28\|13.38\|-0.30\|13.35\|13.95\|13.26\|348815;2026-08-31\|13.67\|2.17\|13.02\|13.74\|13.00\|286175;2026-09-01\|13.09\|-4.24\|13.77\|13.77\|12.91\|342244;2026-09-02\|12.95\|-1.07\|12.90\|13.07\|12.77\|184759;2026-09-03\|13.11\|1.24\|13.10\|13.26\|12.80\|243615;2026-09-04\|12.61\|-3.81\|13.15\|13.43\|12.50\|306853;2026-09-07\|13.07\|3.65\|12.76\|13.16\|12.65\|290599;2026-09-08\|12.89\|-1.38\|13.00\|13.25\|12.80\|232583;2026-09-09\|12.95\|0.47\|12.93\|13.23\|12.83\|218947;2026-09-10\|13.08\|1.00\|12.83\|13.35\|12.68\|289640;2026-09-11\|13.23\|1.15\|12.77\|13.34\|12.48\|428719;2026-09-14\|13.77\|4.08\|13.00\|13.83\|12.76\|499046
115347	建滔积层板再度涨价	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670;2026-07-27\|93.29\|5.54\|88.00\|93.66\|87.36\|227401;2026-07-28\|83.96\|-10.00\|90.30\|91.21\|83.96\|278297;2026-07-29\|84.50\|0.64\|81.71\|86.00\|79.53\|329156;2026-07-30\|76.05\|-10.00\|83.30\|84.37\|76.05\|339082;2026-07-31\|81.50\|7.17\|82.00\|83.64\|80.82\|275986;2026-08-03\|80.91\|-0.72\|80.31\|82.66\|79.30\|180736;2026-08-04\|89.00\|10.00\|82.89\|89.00\|81.50\|287943;2026-08-05\|91.13\|2.39\|88.11\|94.20\|86.15\|363277;2026-08-06\|93.85\|2.98\|89.00\|96.17\|88.03\|291928;2026-08-07\|101.41\|8.06\|94.95\|103.24\|94.95\|394747;2026-08-10\|98.52\|-2.85\|101.00\|102.00\|96.48\|277448;2026-08-11\|96.67\|-1.88\|96.88\|99.40\|95.53\|197643;2026-08-12\|101.00\|4.48\|98.32\|104.10\|97.77\|340074;2026-08-13\|95.72\|-5.23\|102.50\|104.11\|95.39\|393144;2026-08-14\|95.36\|-0.38\|96.45\|96.70\|94.18\|253078;2026-08-17\|98.50\|3.29\|95.58\|98.58\|93.40\|290116;2026-08-18\|94.77\|-3.79\|98.43\|98.43\|93.00\|291574;2026-08-19\|87.36\|-7.82\|91.00\|93.68\|86.24\|264103;2026-08-20\|87.57\|0.24\|89.00\|90.35\|86.31\|196328;2026-08-21\|89.20\|1.86\|87.57\|89.98\|85.01\|186590;2026-08-24\|87.95\|-1.40\|89.21\|89.88\|84.60\|185725;2026-08-25\|87.44\|-0.58\|86.88\|89.38\|84.88\|165679;2026-08-26\|87.30\|-0.16\|88.00\|88.29\|85.13\|131805;2026-08-27\|89.20\|2.18\|88.78\|90.50\|87.17\|216807;2026-08-28\|89.18\|-0.02\|88.07\|93.52\|87.99\|248713;2026-08-31\|93.30\|4.62\|86.51\|94.52\|86.45\|283107;2026-09-01\|88.22\|-5.44\|93.49\|93.50\|87.56\|226138;2026-09-02\|85.80\|-2.74\|87.19\|87.67\|85.71\|124520;2026-09-03\|84.53\|-1.48\|86.60\|86.90\|83.60\|147306;2026-09-04\|83.29\|-1.47\|85.09\|87.63\|82.48\|169855;2026-09-07\|89.99\|8.04\|84.26\|90.60\|83.47\|280402;2026-09-08\|89.46\|-0.59\|89.77\|92.40\|88.85\|202215;2026-09-09\|92.45\|3.34\|89.98\|92.60\|89.46\|219977;2026-09-10\|91.85\|-0.65\|93.96\|97.00\|91.77\|377255;2026-09-11\|92.65\|0.87\|89.28\|93.60\|88.02\|249322;2026-09-14\|88.24\|-4.76\|90.10\|91.86\|87.31\|232388
115346	建滔积层板再度涨价	PCB概念+PI膜+锂电池隔膜设备行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并与有泽新材PI膜及FCCL业务联动，打造“设备+材料”一体化解决方案； 2、公司机器人目前主要产品为码垛机器人、协作机器人； 3、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-05-11\|60.08\|1.83\|59.54\|61.64\|59.51\|18730;2026-05-12\|58.49\|-2.65\|60.20\|60.48\|57.91\|11040;2026-05-13\|64.34\|10.00\|58.45\|64.34\|57.09\|29579;2026-05-14\|70.77\|9.99\|65.05\|70.77\|64.04\|52570;2026-05-15\|69.80\|-1.37\|70.45\|73.49\|68.21\|53107;2026-05-18\|67.00\|-4.01\|68.35\|70.38\|66.33\|38965;2026-05-19\|64.19\|-4.19\|66.99\|67.35\|62.10\|41319;2026-05-20\|65.79\|2.49\|63.55\|66.45\|62.82\|31953;2026-05-21\|62.14\|-5.55\|64.55\|65.32\|61.80\|25332;2026-05-22\|66.12\|6.40\|62.19\|66.90\|62.19\|27260;2026-05-25\|64.21\|-2.89\|65.12\|66.00\|62.31\|22798;2026-05-26\|61.95\|-3.52\|64.50\|64.88\|61.23\|15982;2026-05-27\|60.57\|-2.23\|62.36\|63.88\|60.00\|14738;2026-05-28\|61.51\|1.55\|60.11\|61.80\|59.29\|12804;2026-05-29\|56.95\|-7.41\|61.59\|61.96\|56.31\|19486;2026-06-01\|54.96\|-3.49\|56.50\|57.44\|54.61\|10477;2026-06-02\|42.00\|7.42\|39.20\|42.30\|35.85\|40561;2026-06-03\|46.20\|10.00\|42.00\|46.20\|41.50\|31966;2026-06-04\|47.00\|1.73\|45.33\|47.95\|43.50\|72527;2026-06-05\|46.46\|-1.15\|46.89\|49.26\|44.89\|73141;2026-06-08\|45.16\|-2.80\|44.00\|46.77\|43.58\|41798;2026-06-09\|48.28\|6.91\|45.17\|49.22\|44.23\|48359;2026-06-10\|45.76\|-5.22\|47.61\|49.10\|44.53\|45286;2026-06-11\|44.63\|-2.47\|45.52\|45.52\|43.68\|28110;2026-06-12\|43.03\|-3.58\|45.16\|46.24\|42.85\|26093;2026-06-15\|45.15\|4.93\|43.54\|45.49\|43.53\|34729;2026-06-16\|45.30\|0.33\|44.94\|46.52\|43.51\|35745;2026-06-17\|49.83\|10.00\|45.00\|49.83\|44.55\|51199;2026-06-18\|49.05\|-1.57\|50.67\|51.98\|48.18\|54729;2026-06-22\|47.77\|-2.61\|49.54\|49.64\|47.00\|35368;2026-06-23\|49.50\|3.62\|47.44\|51.26\|46.63\|62512;2026-06-24\|52.49\|6.04\|48.20\|52.53\|45.68\|79405;2026-06-25\|50.47\|-3.85\|51.02\|51.20\|48.02\|57039;2026-06-26\|50.08\|-0.77\|51.16\|51.50\|48.63\|33836;2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256;2026-07-13\|34.31\|-8.04\|37.14\|37.29\|34.16\|19676;2026-07-14\|34.51\|0.58\|34.00\|34.65\|33.31\|17765;2026-07-15\|33.38\|-3.27\|34.01\|34.67\|32.80\|16206;2026-07-16\|33.33\|-0.15\|33.94\|34.54\|32.80\|17751;2026-07-17\|30.32\|-9.03\|33.20\|33.33\|30.18\|21421;2026-07-20\|28.06\|-7.45\|30.86\|31.98\|27.35\|20971;2026-07-21\|28.52\|1.64\|28.58\|28.90\|25.60\|25414;2026-07-22\|27.93\|-2.07\|28.60\|28.80\|27.70\|16998;2026-07-23\|28.46\|1.90\|28.63\|28.65\|27.68\|13371;2026-07-24\|27.82\|-2.25\|28.31\|28.35\|27.53\|10856;2026-07-27\|30.60\|9.99\|27.88\|30.60\|27.51\|22544;2026-07-28\|30.90\|0.98\|30.60\|32.30\|30.29\|31123;2026-07-29\|31.50\|1.94\|31.11\|31.86\|29.85\|22055;2026-07-30\|29.89\|-5.11\|31.80\|31.80\|29.88\|20473;2026-07-31\|32.88\|10.00\|30.45\|32.88\|30.45\|16150;2026-08-03\|36.17\|10.01\|34.00\|36.17\|33.08\|34146;2026-08-04\|39.46\|9.10\|37.00\|39.79\|35.27\|58753;2026-08-05\|38.45\|-2.56\|37.99\|39.27\|36.90\|52875;2026-08-06\|37.43\|-2.65\|37.69\|37.90\|36.62\|36971;2026-08-07\|41.17\|9.99\|38.22\|41.17\|38.00\|32878;2026-08-10\|38.95\|-5.39\|41.07\|41.27\|37.57\|58776;2026-08-11\|39.51\|1.44\|38.95\|40.57\|38.21\|39862;2026-08-12\|41.48\|4.99\|39.26\|41.75\|39.20\|39253;2026-08-13\|40.56\|-2.22\|41.86\|42.50\|40.56\|30631;2026-08-14\|41.68\|2.76\|40.79\|41.95\|40.00\|26996;2026-08-17\|42.23\|1.32\|41.71\|42.40\|40.80\|24400;2026-08-18\|41.94\|-0.69\|42.24\|42.48\|41.13\|16490;2026-08-19\|39.55\|-5.70\|41.52\|42.00\|39.45\|18504;2026-08-20\|40.79\|3.14\|40.14\|42.70\|40.10\|25291;2026-08-21\|40.68\|-0.27\|40.80\|41.79\|39.71\|17167;2026-08-24\|40.20\|-1.18\|41.40\|41.40\|39.64\|15975;2026-08-25\|39.95\|-0.62\|40.20\|40.47\|39.10\|12476;2026-08-26\|40.00\|0.13\|40.00\|40.37\|39.12\|10153;2026-08-27\|40.74\|1.85\|40.08\|41.20\|39.68\|13907;2026-08-28\|39.41\|-3.26\|40.75\|41.30\|39.38\|17480;2026-08-31\|41.08\|4.24\|38.50\|41.30\|38.00\|19059;2026-09-01\|39.34\|-4.24\|40.67\|42.13\|39.30\|17124;2026-09-02\|39.09\|-0.64\|39.03\|39.30\|38.40\|10915;2026-09-03\|39.22\|0.33\|39.40\|39.72\|38.82\|11116;2026-09-04\|38.63\|-1.50\|39.54\|41.55\|38.30\|20612;2026-09-07\|41.36\|7.07\|38.67\|41.78\|38.33\|30680;2026-09-08\|40.11\|-3.02\|41.46\|41.46\|39.85\|18746;2026-09-09\|42.06\|4.86\|40.17\|43.10\|39.90\|29950;2026-09-10\|41.31\|-1.78\|41.84\|42.37\|40.60\|26432;2026-09-11\|39.20\|-5.11\|41.00\|41.00\|38.34\|22602;2026-09-14\|41.92\|6.94\|38.88\|42.00\|38.09\|26427
115345	建滔积层板再度涨价	AI算力PCB+券商首次覆盖买入行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-05-11\|60.70\|4.55\|58.42\|62.79\|58.42\|375736;2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878;2026-07-13\|79.65\|-5.75\|88.01\|92.00\|78.93\|262537;2026-07-14\|84.88\|6.57\|80.80\|85.21\|77.20\|232804;2026-07-15\|80.08\|-5.66\|85.88\|88.88\|78.58\|185582;2026-07-16\|75.84\|-5.29\|78.67\|81.98\|74.68\|171787;2026-07-17\|63.44\|-16.35\|75.50\|75.84\|60.80\|417750;2026-07-20\|66.00\|4.04\|65.22\|69.78\|64.33\|432883;2026-07-21\|68.22\|3.36\|67.65\|68.94\|54.00\|396098;2026-07-22\|64.98\|-4.75\|67.84\|72.27\|64.13\|249373;2026-07-23\|63.23\|-2.69\|65.98\|67.88\|61.99\|199115;2026-07-24\|60.78\|-3.87\|62.14\|65.13\|59.90\|167235;2026-07-27\|62.97\|3.60\|60.82\|63.00\|55.88\|206724;2026-07-28\|57.68\|-8.40\|62.22\|64.00\|56.86\|189852;2026-07-29\|53.86\|-6.62\|57.12\|57.40\|49.88\|319965;2026-07-30\|45.27\|-15.95\|53.50\|53.86\|45.00\|333062;2026-07-31\|46.78\|3.34\|51.00\|51.25\|46.64\|379690;2026-08-03\|43.96\|-6.03\|46.17\|48.20\|43.17\|247517;2026-08-04\|46.86\|6.60\|44.41\|47.64\|43.68\|256567;2026-08-05\|53.60\|14.38\|45.01\|54.66\|45.01\|332614;2026-08-06\|64.32\|20.00\|53.24\|64.32\|52.30\|428958;2026-08-07\|72.33\|12.45\|67.40\|72.68\|66.00\|611864;2026-08-10\|69.98\|-3.25\|72.32\|74.74\|66.60\|525332;2026-08-11\|75.30\|7.60\|69.64\|76.80\|67.51\|467724;2026-08-12\|80.29\|6.63\|77.01\|82.00\|74.00\|391328;2026-08-13\|77.40\|-3.60\|80.50\|81.18\|77.00\|323770;2026-08-14\|79.90\|3.23\|78.22\|80.18\|76.56\|258936;2026-08-17\|84.43\|5.67\|79.82\|84.44\|79.00\|289474;2026-08-18\|84.32\|-0.13\|85.01\|85.46\|82.00\|230846;2026-08-19\|73.01\|-13.41\|80.80\|82.20\|72.00\|369204;2026-08-20\|78.82\|7.96\|77.00\|81.30\|73.37\|341525;2026-08-21\|78.62\|-0.25\|77.42\|79.98\|75.00\|232209;2026-08-24\|77.80\|-1.04\|78.50\|79.46\|74.17\|198998;2026-08-25\|78.95\|1.48\|77.52\|79.30\|74.03\|239633;2026-08-26\|79.57\|0.79\|80.00\|82.00\|75.00\|251490;2026-08-27\|90.72\|14.01\|81.50\|90.80\|79.80\|335267;2026-08-28\|92.33\|1.77\|89.11\|96.63\|89.11\|323557;2026-08-31\|93.18\|0.92\|90.51\|96.09\|89.95\|256121;2026-09-01\|89.50\|-3.95\|93.80\|93.88\|89.00\|215406;2026-09-02\|88.12\|-1.54\|88.09\|91.49\|86.83\|200836;2026-09-03\|91.18\|3.47\|90.99\|92.41\|88.00\|236109;2026-09-04\|86.00\|-5.68\|91.58\|93.99\|85.00\|270009;2026-09-07\|89.16\|3.67\|87.60\|90.88\|86.10\|226606;2026-09-08\|88.06\|-1.23\|90.94\|91.88\|86.95\|209269;2026-09-09\|86.63\|-1.62\|89.00\|89.99\|86.00\|175856;2026-09-10\|88.16\|1.77\|86.00\|92.66\|84.00\|251979;2026-09-11\|90.25\|2.37\|85.01\|90.62\|80.26\|301514;2026-09-14\|108.30\|20.00\|89.00\|108.30\|87.50\|349031
115344	建滔积层板再度涨价	PCB+高阶HDI+AIPC+定增通过行业原因： 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5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370;2026-09-14\|18.79\|10.01\|16.15\|18.79\|16.13\|1487234
115343	建滔积层板再度涨价	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424
115342	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123
115341	建滔积层板再度涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，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。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742;2026-07-13\|4.64\|-9.90\|4.97\|5.18\|4.64\|919395;2026-07-14\|5.10\|9.91\|4.49\|5.10\|4.47\|899416;2026-07-15\|5.61\|10.00\|5.57\|5.61\|5.40\|889332;2026-07-16\|5.91\|5.35\|5.79\|6.17\|5.55\|1957741;2026-07-17\|6.04\|2.20\|5.95\|6.50\|5.84\|3800058;2026-07-20\|5.44\|-9.93\|5.44\|5.44\|5.44\|153268;2026-07-21\|4.90\|-9.93\|4.90\|5.29\|4.90\|2819513;2026-07-22\|5.17\|5.51\|4.43\|5.39\|4.43\|3448210;2026-07-23\|5.54\|7.16\|5.24\|5.69\|4.98\|3058658;2026-07-24\|5.21\|-5.96\|5.20\|5.77\|5.10\|2634450;2026-07-27\|5.73\|9.98\|5.30\|5.73\|4.87\|1844200;2026-07-28\|5.73\|0.00\|6.11\|6.30\|5.59\|3324427;2026-07-29\|6.30\|9.95\|5.66\|6.30\|5.50\|2698143;2026-07-30\|5.67\|-10.00\|6.40\|6.49\|5.67\|3300511;2026-07-31\|5.60\|-1.23\|5.82\|6.15\|5.40\|2808751;2026-08-03\|5.10\|-8.93\|5.28\|5.48\|5.05\|1982683;2026-08-04\|5.48\|7.45\|5.21\|5.51\|5.12\|2199435;2026-08-05\|5.63\|2.74\|5.41\|5.75\|5.41\|2086870;2026-08-06\|5.73\|1.78\|5.51\|5.89\|5.51\|1978042;2026-08-07\|6.11\|6.63\|5.64\|6.30\|5.63\|3320396;2026-08-10\|6.72\|9.98\|6.12\|6.72\|6.10\|2481186;2026-08-11\|6.88\|2.38\|6.51\|7.39\|6.40\|3898021;2026-08-12\|6.98\|1.45\|6.86\|7.09\|6.55\|2565681;2026-08-13\|6.65\|-4.73\|6.99\|7.05\|6.65\|2055380;2026-08-14\|6.48\|-2.56\|6.74\|7.05\|6.36\|1702429;2026-08-17\|6.81\|5.09\|6.71\|6.92\|6.49\|1819392;2026-08-18\|7.18\|5.43\|6.86\|7.28\|6.66\|2599011;2026-08-19\|6.46\|-10.03\|6.72\|6.77\|6.46\|1534576;2026-08-20\|6.27\|-2.94\|6.34\|6.56\|5.89\|1436456;2026-08-21\|6.45\|2.87\|6.21\|6.56\|6.11\|1447516;2026-08-24\|5.98\|-7.29\|6.45\|6.47\|5.88\|1380687;2026-08-25\|6.13\|2.51\|5.82\|6.20\|5.66\|1128570;2026-08-26\|5.96\|-2.77\|6.14\|6.21\|5.80\|1129515;2026-08-27\|6.27\|5.20\|5.98\|6.34\|5.86\|1491538;2026-08-28\|6.45\|2.87\|6.21\|6.50\|6.17\|1524351;2026-08-31\|7.10\|10.08\|6.29\|7.10\|6.29\|1512096;2026-09-01\|6.94\|-2.25\|7.10\|7.36\|6.55\|2435107;2026-09-02\|6.78\|-2.31\|6.91\|6.93\|6.67\|1229327;2026-09-03\|6.72\|-0.89\|6.85\|6.92\|6.60\|1215584;2026-09-04\|6.38\|-5.06\|6.80\|6.90\|6.37\|1461962;2026-09-07\|6.63\|3.92\|6.50\|6.66\|6.45\|1263065;2026-09-08\|6.71\|1.21\|6.59\|6.86\|6.59\|1367869;2026-09-09\|6.39\|-4.77\|6.71\|6.82\|6.12\|1561763;2026-09-10\|6.41\|0.31\|6.28\|6.75\|6.15\|1195946;2026-09-11\|6.34\|-1.09\|6.18\|6.57\|6.00\|1220242;2026-09-14\|6.97\|9.94\|6.19\|6.97\|6.05\|2115785
115340	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299;2026-07-14\|16.95\|4.31\|16.15\|16.96\|15.83\|602681;2026-07-15\|15.88\|-6.31\|17.28\|17.34\|15.81\|524790;2026-07-16\|15.28\|-3.78\|15.76\|16.26\|15.20\|499817;2026-07-17\|13.76\|-9.95\|15.28\|15.39\|13.75\|618124;2026-07-20\|12.72\|-7.56\|14.05\|14.20\|12.50\|619768;2026-07-21\|13.82\|8.65\|13.01\|13.95\|11.60\|781806;2026-07-22\|13.54\|-2.03\|13.59\|14.22\|13.44\|642836;2026-07-23\|13.53\|-0.07\|13.61\|13.98\|13.31\|416128;2026-07-24\|13.04\|-3.62\|13.20\|13.58\|12.97\|323490;2026-07-27\|13.60\|4.29\|13.06\|13.61\|12.72\|380604;2026-07-28\|12.90\|-5.15\|13.37\|13.71\|12.77\|438364;2026-07-29\|13.12\|1.71\|12.84\|13.35\|12.54\|529226;2026-07-30\|12.21\|-6.94\|12.92\|13.13\|12.05\|560009;2026-07-31\|12.60\|3.19\|12.88\|13.23\|12.60\|554018;2026-08-03\|12.67\|0.56\|12.58\|12.75\|12.31\|354349;2026-08-04\|13.40\|5.76\|12.84\|13.48\|12.81\|555985;2026-08-05\|14.08\|5.07\|13.30\|14.25\|13.30\|734228;2026-08-06\|14.30\|1.56\|13.83\|14.51\|13.81\|641246;2026-08-07\|15.14\|5.87\|14.71\|15.37\|14.41\|942587;2026-08-10\|14.92\|-1.45\|15.29\|15.40\|14.49\|694955;2026-08-11\|14.78\|-0.94\|14.68\|15.09\|14.54\|413940;2026-08-12\|15.02\|1.62\|14.71\|15.08\|14.64\|376770;2026-08-13\|14.62\|-2.66\|15.18\|15.30\|14.61\|443141;2026-08-14\|15.30\|4.65\|14.87\|15.44\|14.64\|566989;2026-08-17\|15.72\|2.75\|15.30\|15.75\|15.18\|539234;2026-08-18\|15.77\|0.32\|15.80\|16.04\|15.50\|590780;2026-08-19\|14.40\|-8.69\|15.15\|15.44\|14.31\|507995;2026-08-20\|14.69\|2.01\|14.67\|14.96\|14.39\|361499;2026-08-21\|15.10\|2.79\|14.50\|15.26\|14.29\|393696;2026-08-24\|14.65\|-2.98\|15.05\|15.20\|14.16\|369484;2026-08-25\|14.86\|1.43\|14.30\|14.98\|14.03\|329380;2026-08-26\|14.73\|-0.87\|14.99\|15.00\|14.44\|240360;2026-08-27\|15.70\|6.59\|14.79\|15.72\|14.79\|538559;2026-08-28\|15.37\|-2.10\|15.60\|15.93\|15.37\|483701;2026-08-31\|15.82\|2.93\|15.06\|15.88\|15.05\|442029;2026-09-01\|15.41\|-2.59\|15.78\|15.86\|15.30\|320948;2026-09-02\|15.09\|-2.08\|15.25\|15.39\|14.98\|271621;2026-09-03\|14.98\|-0.73\|15.21\|15.35\|14.77\|254476;2026-09-04\|14.49\|-3.27\|15.10\|15.42\|14.34\|363307;2026-09-07\|15.94\|10.01\|14.72\|15.94\|14.71\|530944;2026-09-08\|16.53\|3.70\|17.23\|17.53\|16.37\|1500283;2026-09-09\|17.00\|2.84\|17.05\|17.29\|16.57\|1200697;2026-09-10\|18.70\|10.00\|16.80\|18.70\|16.67\|1542746;2026-09-11\|20.57\|10.00\|18.63\|20.57\|18.20\|1829544;2026-09-14\|22.63\|10.01\|20.80\|22.63\|20.79\|1145345
115339	建滔积层板再度涨价	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、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； 2、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	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;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719
115338	建滔积层板再度涨价	PCB化学品+AI算力+股权激励行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-05-11\|22.86\|3.30\|22.20\|23.07\|22.13\|341760;2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|27.38\|-9.99\|29.94\|30.67\|27.38\|319473;2026-07-14\|29.50\|7.74\|27.31\|29.95\|27.25\|332702;2026-07-15\|28.61\|-3.02\|29.99\|30.20\|28.50\|238217;2026-07-16\|27.21\|-4.89\|27.90\|29.17\|26.85\|232198;2026-07-17\|24.80\|-8.86\|27.16\|27.38\|24.65\|254004;2026-07-20\|22.32\|-10.00\|25.30\|25.60\|22.32\|298041;2026-07-21\|23.29\|4.35\|21.85\|23.33\|20.09\|474371;2026-07-22\|22.30\|-4.25\|23.03\|23.74\|22.05\|324387;2026-07-23\|22.35\|0.22\|22.34\|23.32\|22.04\|208535;2026-07-24\|21.90\|-2.01\|21.80\|22.86\|21.60\|198952;2026-07-27\|23.27\|6.26\|21.92\|23.27\|21.56\|242100;2026-07-28\|21.89\|-5.93\|22.65\|23.50\|21.71\|222531;2026-07-29\|21.59\|-1.37\|21.84\|22.15\|20.85\|258372;2026-07-30\|20.09\|-6.95\|21.35\|21.59\|19.81\|260035;2026-07-31\|20.86\|3.83\|21.37\|21.85\|20.84\|221561;2026-08-03\|20.22\|-3.07\|20.85\|20.85\|20.04\|171814;2026-08-04\|21.74\|7.52\|20.60\|21.87\|20.40\|257791;2026-08-05\|22.91\|5.38\|21.60\|23.25\|21.59\|288285;2026-08-06\|23.91\|4.36\|22.86\|24.18\|22.61\|368023;2026-08-07\|26.30\|10.00\|24.00\|26.30\|23.99\|347743;2026-08-10\|25.16\|-4.33\|26.16\|26.42\|24.50\|516842;2026-08-11\|24.93\|-0.91\|24.81\|25.56\|24.51\|313792;2026-08-12\|25.49\|2.25\|25.08\|25.57\|24.68\|303885;2026-08-13\|25.21\|-1.10\|25.80\|26.17\|25.20\|299279;2026-08-14\|25.55\|1.35\|25.50\|25.73\|24.90\|227575;2026-08-17\|26.44\|3.48\|26.06\|26.44\|25.60\|300755;2026-08-18\|28.26\|6.88\|26.64\|28.96\|26.56\|641219;2026-08-19\|25.70\|-9.06\|26.97\|27.52\|25.44\|453570;2026-08-20\|25.56\|-0.54\|26.51\|26.96\|25.30\|305833;2026-08-21\|26.04\|1.88\|25.27\|27.00\|24.82\|279461;2026-08-24\|25.15\|-3.42\|25.90\|25.98\|24.46\|234844;2026-08-25\|24.97\|-0.72\|25.00\|25.50\|24.01\|213353;2026-08-26\|24.67\|-1.20\|25.48\|25.48\|24.49\|182058;2026-08-27\|25.73\|4.30\|24.92\|25.95\|24.39\|253088;2026-08-28\|25.22\|-1.98\|25.62\|26.36\|25.22\|198830;2026-08-31\|25.57\|1.39\|24.45\|25.78\|24.37\|174308;2026-09-01\|24.36\|-4.73\|25.57\|25.62\|24.31\|213214;2026-09-02\|24.10\|-1.07\|24.11\|24.34\|23.82\|145639;2026-09-03\|23.79\|-1.29\|24.34\|24.35\|23.45\|127287;2026-09-04\|22.85\|-3.95\|24.27\|24.39\|22.65\|191743;2026-09-07\|23.79\|4.11\|23.07\|23.98\|22.80\|175734;2026-09-08\|23.89\|0.42\|23.56\|24.68\|23.56\|172855;2026-09-09\|23.74\|-0.63\|23.97\|24.64\|23.48\|148868;2026-09-10\|23.65\|-0.38\|23.48\|24.45\|23.30\|168968;2026-09-11\|23.83\|0.76\|23.30\|24.33\|22.50\|246289;2026-09-14\|24.24\|1.72\|23.60\|24.48\|22.70\|237924
115337	建滔积层板再度涨价	铜箔+HVLP+固态电池+满产满销行业原因：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2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-05-11\|10.95\|-1.08\|11.07\|11.45\|10.85\|1548963;2026-05-12\|10.84\|-1.00\|10.96\|11.14\|10.61\|1303332;2026-05-13\|11.07\|2.12\|10.80\|11.37\|10.62\|1593820;2026-05-14\|10.43\|-5.78\|11.01\|11.08\|10.32\|1424909;2026-05-15\|10.11\|-3.07\|10.34\|10.84\|10.03\|1329355;2026-05-18\|10.00\|-1.09\|10.01\|10.12\|9.80\|1029202;2026-05-19\|9.72\|-2.80\|9.88\|10.01\|9.54\|923870;2026-05-20\|9.91\|1.95\|9.66\|10.06\|9.32\|1073300;2026-05-21\|9.29\|-6.26\|9.99\|10.14\|9.26\|1041523;2026-05-22\|9.98\|7.43\|9.29\|10.07\|9.20\|1240267;2026-05-25\|10.08\|1.00\|10.17\|10.65\|10.03\|1049917;2026-05-26\|10.81\|7.24\|10.08\|11.09\|9.88\|2628398;2026-05-27\|10.46\|-3.24\|10.65\|10.92\|10.32\|1812101;2026-05-28\|11.51\|10.04\|10.48\|11.51\|10.48\|2324843;2026-05-29\|12.66\|9.99\|11.70\|12.66\|11.51\|2771038;2026-06-01\|12.37\|-2.29\|12.61\|13.19\|12.20\|3124311;2026-06-02\|11.84\|-4.28\|12.18\|12.32\|11.33\|2119837;2026-06-03\|12.04\|1.69\|11.52\|12.73\|11.52\|2227040;2026-06-04\|11.54\|-4.15\|11.89\|11.90\|11.26\|1766155;2026-06-05\|11.29\|-2.17\|11.42\|11.95\|10.87\|1840852;2026-06-08\|10.74\|-4.87\|10.70\|11.27\|10.52\|1333557;2026-06-09\|11.81\|9.96\|11.00\|11.81\|10.99\|1025252;2026-06-10\|12.20\|3.30\|12.38\|12.58\|11.80\|2238091;2026-06-11\|12.22\|0.16\|12.21\|12.45\|11.88\|1732584;2026-06-12\|12.94\|5.89\|12.52\|13.44\|12.30\|2798252;2026-06-15\|14.23\|9.97\|13.60\|14.23\|13.59\|699018;2026-06-16\|15.65\|9.98\|15.65\|15.65\|15.65\|108116;2026-06-17\|17.22\|10.03\|17.22\|17.22\|17.22\|162236;2026-06-18\|17.57\|2.03\|17.50\|18.42\|17.00\|4928456;2026-06-22\|17.15\|-2.39\|17.32\|17.84\|16.35\|3518854;2026-06-23\|15.44\|-9.97\|16.50\|16.55\|15.44\|1604695;2026-06-24\|15.17\|-1.75\|14.45\|15.44\|14.41\|2634766;2026-06-25\|15.77\|3.96\|14.95\|16.10\|14.66\|2662454;2026-06-26\|15.29\|-3.04\|15.40\|16.55\|15.10\|2391419;2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558;2026-07-13\|11.54\|-9.98\|12.42\|12.80\|11.54\|1257692;2026-07-14\|12.14\|5.20\|11.24\|12.19\|11.14\|1370263;2026-07-15\|11.66\|-3.95\|12.38\|12.43\|11.57\|986300;2026-07-16\|10.94\|-6.17\|11.40\|11.71\|10.80\|995375;2026-07-17\|9.95\|-9.05\|10.94\|10.98\|9.85\|1106032;2026-07-20\|8.96\|-9.95\|10.20\|10.28\|8.96\|1070484;2026-07-21\|9.34\|4.24\|8.99\|9.37\|8.06\|1633575;2026-07-22\|8.85\|-5.25\|9.29\|9.46\|8.76\|1154377;2026-07-23\|9.14\|3.28\|9.00\|9.54\|8.91\|1273992;2026-07-24\|8.70\|-4.81\|9.00\|9.16\|8.69\|773134;2026-07-27\|9.37\|7.70\|8.84\|9.43\|8.66\|1176878;2026-07-28\|8.89\|-5.12\|9.36\|9.46\|8.82\|1053404;2026-07-29\|8.66\|-2.59\|8.85\|8.88\|8.43\|1135463;2026-07-30\|8.02\|-7.39\|8.56\|8.62\|7.89\|1215756;2026-07-31\|8.16\|1.75\|8.46\|8.66\|8.13\|1241923;2026-08-03\|8.31\|1.84\|8.18\|8.37\|7.95\|933746;2026-08-04\|8.81\|6.02\|8.38\|8.88\|8.38\|1204027;2026-08-05\|9.36\|6.24\|8.86\|9.48\|8.86\|1712257;2026-08-06\|9.51\|1.60\|9.21\|9.69\|9.15\|1428545;2026-08-07\|10.46\|9.99\|9.51\|10.46\|9.35\|1215130;2026-08-10\|10.41\|-0.48\|10.80\|10.89\|10.12\|2449543;2026-08-11\|10.22\|-1.83\|10.15\|10.46\|10.10\|1239647;2026-08-12\|10.34\|1.17\|10.22\|10.45\|10.13\|1145902;2026-08-13\|10.16\|-1.74\|10.42\|10.80\|10.15\|1457735;2026-08-14\|10.36\|1.97\|10.17\|10.37\|10.10\|1088618;2026-08-17\|10.83\|4.54\|10.46\|10.83\|10.35\|1542860;2026-08-18\|10.58\|-2.31\|10.87\|11.11\|10.47\|1547776;2026-08-19\|9.87\|-6.71\|10.18\|10.72\|9.81\|1444222;2026-08-20\|9.76\|-1.11\|10.05\|10.14\|9.63\|938326;2026-08-21\|10.74\|10.04\|9.70\|10.74\|9.47\|2202832;2026-08-24\|11.07\|3.07\|10.80\|11.36\|10.61\|2960771;2026-08-25\|11.25\|1.63\|10.78\|11.38\|10.43\|2327204;2026-08-26\|11.66\|3.64\|11.26\|11.88\|10.87\|2626347;2026-08-27\|11.60\|-0.51\|11.38\|11.97\|11.20\|2362044;2026-08-28\|10.94\|-5.69\|11.38\|11.41\|10.90\|2149290;2026-08-31\|12.03\|9.96\|10.82\|12.03\|10.81\|1435922;2026-09-01\|11.91\|-1.00\|12.00\|12.60\|11.66\|3203443;2026-09-02\|11.65\|-2.18\|11.69\|12.22\|11.62\|2023830;2026-09-03\|11.41\|-2.06\|11.88\|12.05\|11.25\|1501663;2026-09-04\|11.03\|-3.33\|11.43\|11.55\|10.91\|1393820;2026-09-07\|11.37\|3.08\|11.00\|11.52\|10.94\|1418340;2026-09-08\|11.48\|0.97\|11.17\|11.67\|11.06\|1527261;2026-09-09\|11.26\|-1.92\|11.50\|11.62\|11.22\|1127620;2026-09-10\|11.25\|-0.09\|11.09\|11.55\|10.83\|1172244;2026-09-11\|10.83\|-3.73\|10.85\|11.09\|10.21\|1232801;2026-09-14\|11.03\|1.85\|10.50\|11.27\|10.34\|1091104
115336	建滔积层板再度涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发了高频高速5G电路板用树脂，已完成下游CCL覆铜板客户实验室认证	2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.41\|-0.06\|16.39\|16.96\|16.25\|522349;2026-09-10\|16.81\|2.44\|16.06\|17.23\|16.00\|860424;2026-09-11\|17.46\|3.87\|16.41\|17.56\|15.74\|1105934;2026-09-14\|18.81\|7.73\|17.25\|19.21\|16.70\|1453736
115335	建滔积层板再度涨价	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713
115334	台积电披露行业技术应用进展	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	公司此前将TGV玻璃基板、HDD玻璃硬盘作为重点研发方向，并作为主要起草单位参与了《3D封装玻璃通孔（TGV）工艺技术规范》团体标准的制定	2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944;2026-07-27\|36.63\|-1.85\|36.95\|37.44\|34.60\|1765997;2026-07-28\|33.86\|-7.56\|35.01\|36.10\|33.49\|1255094;2026-07-29\|33.39\|-1.39\|33.80\|34.27\|31.86\|1169945;2026-07-30\|30.83\|-7.67\|32.78\|33.49\|30.80\|1220529;2026-07-31\|31.58\|2.43\|33.12\|33.69\|31.57\|1291061;2026-08-03\|31.57\|-0.03\|31.38\|32.10\|30.98\|734406;2026-08-04\|32.95\|4.37\|32.00\|33.20\|31.58\|1020226;2026-08-05\|35.09\|6.49\|32.80\|35.67\|32.58\|1490791;2026-08-06\|34.82\|-0.77\|34.30\|35.58\|34.24\|1099273;2026-08-07\|35.90\|3.10\|35.10\|36.80\|35.00\|1439688;2026-08-10\|34.89\|-2.81\|36.20\|36.50\|34.23\|968702;2026-08-11\|34.60\|-0.83\|34.50\|35.19\|33.92\|755483;2026-08-12\|35.25\|1.88\|34.49\|35.59\|34.19\|773027;2026-08-13\|34.65\|-1.70\|35.62\|36.05\|34.64\|885430;2026-08-14\|35.74\|3.15\|35.16\|35.85\|34.72\|938790;2026-08-17\|36.99\|3.50\|35.60\|36.99\|35.22\|1204111;2026-08-18\|39.12\|5.76\|36.98\|39.22\|36.67\|1854521;2026-08-19\|36.15\|-7.59\|37.76\|38.35\|35.89\|1483985;2026-08-20\|37.98\|5.06\|36.80\|38.35\|36.36\|1387413;2026-08-21\|37.19\|-2.08\|37.30\|37.80\|36.47\|1029227;2026-08-24\|37.95\|2.04\|37.31\|38.10\|36.52\|1218741;2026-08-25\|37.90\|-0.13\|37.49\|39.00\|35.79\|1309981;2026-08-26\|39.02\|2.96\|37.91\|39.60\|37.91\|1273314;2026-08-27\|39.05\|0.08\|39.08\|39.27\|38.38\|1067287;2026-08-28\|38.23\|-2.10\|39.06\|40.09\|38.19\|1219966;2026-08-31\|38.93\|1.83\|37.08\|39.10\|36.89\|950719;2026-09-01\|37.30\|-4.19\|38.90\|38.90\|37.24\|866180;2026-09-02\|36.91\|-1.05\|37.00\|37.82\|36.78\|626182;2026-09-03\|35.87\|-2.82\|37.14\|37.46\|35.21\|964614;2026-09-04\|35.14\|-2.04\|36.20\|36.83\|34.79\|755282;2026-09-07\|35.78\|1.82\|35.30\|36.11\|35.15\|633516;2026-09-08\|34.60\|-3.30\|35.76\|35.76\|34.51\|742587;2026-09-09\|35.12\|1.50\|34.98\|35.35\|34.55\|584264;2026-09-10\|33.81\|-3.73\|34.52\|34.66\|33.59\|747776;2026-09-11\|33.27\|-1.60\|33.70\|34.77\|32.95\|790453;2026-09-14\|33.27\|0.00\|33.04\|33.96\|32.55\|560849
115333	台积电披露行业技术应用进展	TGV封装+PCB+BC电池+H股上市行业原因：台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。公司原因： 1、据2026年4月13日投资者关系活动记录表，公司TGV激光微孔设备已完成面板级玻璃基板通孔设备出货，实现晶圆级与面板级TGV封装激光技术全覆盖。 2、据2026年4月13日投资者关系活动记录表，公司与多家头部企业合作，迅速推进PCB超快激光精密加工设备研发项目。 3、据2026年4月13日投资者关系活动记录表，预计未来几年BC产能将持续增长，短期新增产能受行业政策等多方因素影响，2026年BC预计有40-50GW的新增/改扩产需求， 4、据2026年4月3日公告，公司拟发行H股并在香港联交所主板挂牌上市，以推进国际化战略。	光伏激光设备龙头；公司TGV激光微孔设备已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激光技术的全面覆盖	2026-05-11\|120.27\|5.22\|115.31\|124.12\|115.31\|159393;2026-05-12\|118.35\|-1.60\|122.72\|123.50\|114.01\|128566;2026-05-13\|126.38\|6.79\|115.00\|127.00\|113.70\|157514;2026-05-14\|142.90\|13.07\|128.41\|149.68\|123.00\|199035;2026-05-15\|147.06\|2.91\|142.90\|157.00\|131.50\|231611;2026-05-18\|142.70\|-2.96\|147.00\|155.63\|140.58\|184024;2026-05-19\|144.63\|1.35\|142.00\|147.73\|138.38\|137207;2026-05-20\|143.75\|-0.61\|142.75\|145.98\|138.20\|106363;2026-05-21\|147.30\|2.47\|156.00\|165.00\|147.00\|217362;2026-05-22\|156.58\|6.30\|147.32\|157.80\|146.01\|161510;2026-05-25\|160.02\|2.20\|158.46\|166.58\|151.91\|173594;2026-05-26\|155.50\|-2.82\|158.60\|166.28\|152.40\|166639;2026-05-27\|171.00\|9.97\|165.00\|186.00\|164.89\|245899;2026-05-28\|166.10\|-2.87\|167.02\|170.40\|161.00\|213702;2026-05-29\|147.33\|-11.30\|164.53\|166.10\|147.00\|243366;2026-06-01\|146.00\|-0.90\|148.90\|157.28\|146.00\|151748;2026-06-02\|151.00\|3.42\|148.73\|154.51\|140.54\|145479;2026-06-03\|150.80\|-0.13\|153.41\|157.59\|148.00\|173815;2026-06-04\|164.30\|8.95\|148.01\|165.30\|147.01\|205614;2026-06-05\|170.16\|3.57\|159.35\|184.88\|156.60\|278012;2026-06-08\|164.00\|-3.62\|165.09\|176.40\|161.13\|238303;2026-06-09\|168.59\|2.80\|164.01\|170.00\|154.80\|205385;2026-06-10\|160.00\|-5.10\|160.71\|161.89\|149.88\|186110;2026-06-11\|146.80\|-8.25\|156.01\|156.99\|144.61\|183397;2026-06-12\|134.31\|-8.51\|149.58\|152.84\|134.00\|189860;2026-06-15\|145.29\|8.18\|136.86\|145.38\|134.15\|133340;2026-06-16\|157.16\|8.17\|145.59\|159.47\|144.79\|162691;2026-06-17\|173.00\|10.08\|161.87\|179.90\|160.37\|201094;2026-06-18\|169.41\|-1.85\|169.16\|172.39\|166.00\|151791;2026-06-22\|177.89\|5.01\|175.00\|188.96\|174.00\|197031;2026-06-23\|166.21\|-6.57\|174.32\|174.80\|164.50\|157659;2026-06-24\|165.11\|-0.66\|165.99\|168.66\|160.10\|132009;2026-06-25\|179.20\|8.53\|175.01\|187.00\|171.70\|201048;2026-06-26\|194.50\|8.54\|178.50\|205.00\|173.41\|252605;2026-06-29\|199.00\|2.31\|203.00\|215.00\|193.98\|236498;2026-06-30\|214.96\|8.02\|206.99\|218.00\|203.63\|193953;2026-07-01\|203.91\|-5.14\|205.17\|211.00\|199.50\|160545;2026-07-02\|186.40\|-8.59\|190.00\|195.45\|178.87\|172148;2026-07-03\|182.60\|-2.04\|180.00\|191.01\|170.30\|133052;2026-07-06\|166.75\|-8.68\|180.00\|183.00\|166.48\|142284;2026-07-07\|163.28\|-2.08\|165.00\|168.44\|159.18\|80066;2026-07-08\|159.00\|-2.62\|163.89\|168.34\|155.00\|97589;2026-07-09\|170.54\|7.26\|162.00\|171.60\|159.31\|96521;2026-07-10\|157.01\|-7.93\|172.00\|176.25\|156.95\|121807;2026-07-13\|145.42\|-7.38\|154.37\|156.02\|144.91\|110436;2026-07-14\|152.00\|4.52\|147.90\|155.02\|146.13\|85944;2026-07-15\|141.10\|-7.17\|154.01\|156.30\|140.00\|81854;2026-07-16\|133.51\|-5.38\|139.11\|142.18\|132.00\|86773;2026-07-17\|120.13\|-10.02\|133.91\|134.18\|119.23\|94830;2026-07-20\|110.54\|-7.98\|126.00\|127.00\|106.50\|126313;2026-07-21\|122.30\|10.64\|112.75\|122.59\|100.63\|135105;2026-07-22\|116.42\|-4.81\|122.04\|122.88\|115.16\|84018;2026-07-23\|114.00\|-2.08\|116.42\|119.85\|112.08\|83365;2026-07-24\|110.56\|-3.02\|111.10\|114.18\|108.74\|72993;2026-07-27\|120.25\|8.76\|112.73\|120.25\|112.73\|97945;2026-07-28\|109.59\|-8.86\|118.01\|119.50\|108.20\|87297;2026-07-29\|105.89\|-3.38\|109.56\|111.08\|98.68\|142543;2026-07-30\|96.50\|-8.87\|106.84\|108.00\|95.07\|131145;2026-07-31\|99.04\|2.63\|104.28\|105.68\|99.01\|122788;2026-08-03\|94.91\|-4.17\|99.61\|100.55\|94.20\|107996;2026-08-04\|104.75\|10.37\|96.27\|105.99\|96.27\|122633;2026-08-05\|112.25\|7.16\|103.89\|114.30\|102.27\|115694;2026-08-06\|116.75\|4.01\|109.33\|117.25\|108.00\|125257;2026-08-07\|122.53\|4.95\|116.00\|124.56\|114.87\|131569;2026-08-10\|115.90\|-5.41\|122.28\|122.33\|112.22\|111693;2026-08-11\|115.50\|-0.35\|114.81\|118.72\|112.89\|71475;2026-08-12\|119.51\|3.47\|115.00\|120.67\|114.02\|79466;2026-08-13\|116.30\|-2.69\|120.11\|123.40\|116.06\|83414;2026-08-14\|121.45\|4.43\|118.49\|121.88\|116.18\|72981;2026-08-17\|127.86\|5.28\|121.88\|128.44\|120.80\|111022;2026-08-18\|130.10\|1.75\|126.50\|130.40\|124.81\|96195;2026-08-19\|115.66\|-11.10\|123.00\|125.95\|115.33\|86535;2026-08-20\|114.85\|-0.70\|118.18\|119.00\|112.00\|65737;2026-08-21\|114.00\|-0.74\|114.56\|117.01\|110.33\|65769;2026-08-24\|117.91\|3.43\|115.89\|119.75\|113.61\|103050;2026-08-25\|111.25\|-5.65\|114.91\|116.91\|108.20\|85533;2026-08-26\|109.13\|-1.91\|111.80\|112.40\|106.63\|71991;2026-08-27\|115.81\|6.12\|110.46\|118.00\|109.10\|72453;2026-08-28\|112.40\|-2.94\|116.00\|118.57\|112.11\|65193;2026-08-31\|115.58\|2.83\|110.21\|116.57\|108.00\|59038;2026-09-01\|109.21\|-5.51\|116.00\|116.16\|108.02\|58323;2026-09-02\|107.60\|-1.47\|107.72\|109.30\|106.00\|40550;2026-09-03\|110.09\|2.31\|109.06\|112.12\|107.00\|60495;2026-09-04\|106.81\|-2.98\|111.95\|114.75\|106.16\|54864;2026-09-07\|113.40\|6.17\|108.73\|116.33\|106.86\|81947;2026-09-08\|113.31\|-0.08\|113.68\|115.30\|110.01\|61659;2026-09-09\|113.86\|0.49\|114.00\|116.26\|112.10\|75351;2026-09-10\|112.35\|-1.33\|113.09\|115.50\|110.42\|47600;2026-09-11\|109.09\|-2.90\|110.10\|110.73\|104.70\|63693;2026-09-14\|108.76\|-0.30\|106.78\|110.41\|104.68\|44131
115332	台积电披露行业技术应用进展	中硼硅药用玻璃+RTU免洗免灭药包+产品涨价 1、据2026年5月15日投资者关系活动记录表，2026年公司把握市场动态，对公司部分产品进行了涨价，以应对集采政策落地后医药包装市场的需求恢复。 2、据2025年年度报告，公司于2025年投产免洗免灭菌RTU药用包材及预灌封注射器项目，产品针对美国503B法案催生的药房无菌新需求，已在美国设立公司搭建海外团队实现本地化销售。 3、据2025年年度报告，公司是国内领先的中硼硅药用玻璃生产基地，中硼硅产品占医药包装业务收入超过85%，形成了从制管到制瓶的完整产业链。	作为国内领先的硼硅玻璃生产企业，表示探索硼硅玻璃材料在多个前沿领域如微晶玻璃、光学玻璃的应用场景	2026-05-11\|33.00\|20.00\|27.50\|33.00\|27.50\|344250;2026-05-12\|33.03\|0.09\|34.04\|34.56\|32.41\|357234;2026-05-13\|34.94\|5.78\|32.34\|35.67\|31.66\|302750;2026-05-14\|36.85\|5.47\|34.32\|37.77\|33.39\|337698;2026-05-15\|35.49\|-3.69\|36.81\|37.31\|34.75\|282778;2026-05-18\|39.44\|11.13\|35.36\|41.80\|35.36\|367900;2026-05-19\|40.01\|1.45\|39.61\|41.00\|38.00\|249404;2026-05-20\|40.33\|0.80\|40.87\|40.87\|37.02\|267696;2026-05-21\|43.31\|7.39\|43.66\|48.38\|43.31\|435666;2026-05-22\|49.15\|13.48\|45.10\|50.20\|43.99\|337944;2026-05-25\|45.40\|-7.63\|47.50\|48.69\|43.21\|355532;2026-05-26\|44.90\|-1.10\|45.00\|45.87\|40.40\|285996;2026-05-27\|43.86\|-2.32\|43.99\|47.02\|43.00\|232309;2026-05-28\|44.20\|0.78\|42.28\|45.30\|40.88\|220686;2026-05-29\|42.26\|-4.39\|46.67\|46.98\|41.43\|211305;2026-06-01\|44.22\|4.64\|43.57\|47.50\|43.06\|241777;2026-06-02\|42.35\|-4.23\|43.98\|45.40\|40.30\|237487;2026-06-03\|45.45\|7.32\|41.80\|47.47\|40.69\|314385;2026-06-04\|54.54\|20.00\|44.00\|54.54\|43.52\|361391;2026-06-05\|54.69\|0.28\|54.94\|57.50\|52.36\|352887;2026-06-08\|52.56\|-3.89\|51.01\|57.88\|51.01\|334345;2026-06-09\|53.40\|1.79\|53.01\|54.41\|49.66\|317072;2026-06-10\|49.96\|-6.44\|52.00\|52.40\|48.28\|222366;2026-06-11\|54.86\|9.81\|49.08\|56.30\|47.17\|315131;2026-06-12\|52.46\|-4.37\|55.74\|56.50\|51.00\|232573;2026-06-15\|58.88\|12.24\|55.01\|59.40\|55.01\|223254;2026-06-16\|63.16\|7.27\|58.35\|67.93\|58.05\|297805;2026-06-17\|71.65\|13.44\|65.76\|74.00\|63.01\|311182;2026-06-18\|66.86\|-6.69\|67.90\|69.97\|66.22\|251045;2026-06-22\|68.20\|2.00\|69.80\|70.00\|66.68\|245448;2026-06-23\|66.47\|-2.54\|68.00\|69.90\|64.50\|199064;2026-06-24\|68.26\|2.69\|67.66\|71.00\|65.80\|227610;2026-06-25\|66.23\|-2.97\|70.36\|72.65\|65.78\|278213;2026-06-26\|71.15\|7.43\|65.62\|76.30\|64.26\|304622;2026-06-29\|63.18\|-11.20\|70.79\|73.88\|62.00\|298698;2026-06-30\|66.90\|5.89\|65.08\|69.40\|64.02\|227189;2026-07-01\|63.40\|-5.23\|65.70\|66.47\|63.06\|177733;2026-07-02\|57.44\|-9.40\|58.88\|62.25\|57.18\|247808;2026-07-03\|51.55\|-10.25\|56.68\|57.44\|51.31\|292211;2026-07-06\|47.04\|-8.75\|51.64\|52.55\|46.58\|225540;2026-07-07\|45.57\|-3.12\|47.00\|47.60\|44.60\|150146;2026-07-08\|47.99\|5.31\|46.48\|50.56\|45.88\|296542;2026-07-09\|50.01\|4.21\|48.94\|51.87\|47.15\|233635;2026-07-10\|45.73\|-8.56\|51.52\|51.89\|45.65\|240792;2026-07-13\|41.20\|-9.91\|45.06\|45.50\|40.51\|251422;2026-07-14\|43.48\|5.53\|41.00\|43.73\|40.15\|162063;2026-07-15\|42.33\|-2.64\|44.35\|44.44\|42.00\|143256;2026-07-16\|40.71\|-3.83\|41.95\|42.03\|40.09\|121908;2026-07-17\|38.02\|-6.61\|40.71\|41.52\|37.68\|145543;2026-07-20\|33.40\|-12.15\|39.66\|39.80\|32.43\|218403;2026-07-21\|36.34\|8.80\|34.06\|36.55\|29.00\|228264;2026-07-22\|36.24\|-0.28\|35.70\|37.88\|35.38\|162513;2026-07-23\|35.91\|-0.91\|35.99\|37.79\|35.20\|119769;2026-07-24\|34.96\|-2.65\|35.19\|36.33\|34.00\|96212;2026-07-27\|38.42\|9.90\|35.08\|38.56\|35.02\|158736;2026-07-28\|35.55\|-7.47\|38.34\|38.43\|35.30\|142563;2026-07-29\|33.94\|-4.53\|35.56\|35.65\|32.00\|148296;2026-07-30\|31.62\|-6.84\|34.16\|34.96\|30.71\|167600;2026-07-31\|33.19\|4.97\|34.00\|37.82\|33.10\|217147;2026-08-03\|32.99\|-0.60\|33.29\|34.73\|32.40\|159172;2026-08-04\|34.45\|4.43\|32.99\|35.02\|32.71\|148643;2026-08-05\|37.55\|9.00\|34.01\|38.36\|33.83\|191577;2026-08-06\|38.41\|2.29\|36.75\|39.12\|36.57\|177534;2026-08-07\|41.69\|8.54\|38.15\|43.50\|38.09\|313053;2026-08-10\|37.99\|-8.88\|40.96\|41.50\|37.67\|277369;2026-08-11\|38.95\|2.53\|38.01\|39.50\|37.08\|182308;2026-08-12\|39.74\|2.03\|38.94\|40.86\|38.51\|172688;2026-08-13\|42.50\|6.95\|40.23\|45.45\|39.68\|334671;2026-08-14\|41.46\|-2.45\|41.90\|43.48\|39.86\|297037;2026-08-17\|43.78\|5.60\|41.00\|43.80\|41.00\|229466;2026-08-18\|45.36\|3.61\|44.02\|45.97\|42.10\|281292;2026-08-19\|38.82\|-14.42\|43.51\|43.85\|38.82\|251665;2026-08-20\|38.54\|-0.72\|39.38\|40.18\|38.06\|150126;2026-08-21\|39.00\|1.19\|38.24\|39.78\|37.03\|142277;2026-08-24\|37.46\|-3.95\|39.00\|39.13\|36.20\|128122;2026-08-25\|36.56\|-2.40\|35.97\|37.42\|34.38\|157991;2026-08-26\|36.11\|-1.23\|36.92\|37.14\|34.72\|119872;2026-08-27\|38.03\|5.32\|36.18\|38.50\|35.80\|145610;2026-08-28\|36.99\|-2.73\|37.50\|38.30\|36.87\|109160;2026-08-31\|37.63\|1.73\|36.27\|37.84\|35.68\|99016;2026-09-01\|35.61\|-5.37\|37.80\|37.90\|35.28\|113829;2026-09-02\|34.84\|-2.16\|35.28\|35.29\|34.18\|96247;2026-09-03\|35.43\|1.69\|35.06\|35.85\|34.43\|73463;2026-09-04\|34.67\|-2.15\|35.75\|37.00\|34.26\|90672;2026-09-07\|35.68\|2.91\|34.70\|36.55\|34.70\|103199;2026-09-08\|32.77\|-8.16\|34.30\|34.91\|31.89\|263708;2026-09-09\|33.43\|2.01\|33.05\|34.29\|32.50\|172258;2026-09-10\|33.09\|-1.02\|33.66\|33.71\|32.51\|84267;2026-09-11\|31.77\|-3.99\|32.79\|32.88\|30.59\|127645;2026-09-14\|31.84\|0.22\|31.00\|32.29\|30.66\|102454
115331	台积电披露行业技术应用进展	Mini LED+全彩电子纸+昆山国资行业原因：京东方A 20日晚间发布公告，公司于当日与美国康宁公司签署合作备忘录，双方将围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等领域开展合作，备忘录有效期三年。公司原因： 1、据2026年4月23日年报，公司自主研发的全彩电子纸技术完成全制程贯通并量产交付，11.6英寸产品获DIC AWARD 2025国际显示器件创新金奖，已切入办公、交通、医疗等场景。 2、据2025年11月26日投资者关系活动记录表，公司Mini LED车载显示已应用于日系品牌量产车型，2024年车载显示面板全球排名第六。 3、据2026年4月23日年报，公司最终控制人为昆山市政府国有资产监督管理办公室，是江苏省首家科创板上市国资控股企业。	在MiniLED背光技术方面，公司已成功推出车载、笔电样品，同时持续推进MiniLED背板技术研究，自行开发光晕的评估量化方法，优化显示效果；公司已与全球知名半导体厂商达成深入合作，重点推进MiniLED在车载及笔记本电脑产品上的量产进程	2026-05-11\|4.66\|-2.10\|4.76\|4.82\|4.63\|334154;2026-05-12\|4.85\|4.08\|4.63\|4.90\|4.58\|398059;2026-05-13\|4.72\|-2.68\|4.80\|4.81\|4.61\|269786;2026-05-14\|4.66\|-1.27\|4.72\|4.78\|4.61\|261172;2026-05-15\|4.53\|-2.79\|4.72\|4.74\|4.45\|257631;2026-05-18\|4.60\|1.55\|4.50\|4.64\|4.40\|209167;2026-05-19\|4.64\|0.87\|4.61\|4.66\|4.48\|181130;2026-05-20\|4.49\|-3.23\|4.65\|4.66\|4.45\|174223;2026-05-21\|5.39\|20.04\|4.79\|5.39\|4.79\|747578;2026-05-22\|5.82\|7.98\|5.10\|5.94\|5.00\|1401895;2026-05-25\|5.53\|-4.98\|5.63\|5.74\|5.39\|813442;2026-05-26\|5.97\|7.96\|5.48\|6.27\|5.36\|1085132;2026-05-27\|5.64\|-5.53\|5.76\|6.18\|5.55\|739664;2026-05-28\|5.42\|-3.90\|5.68\|5.68\|5.35\|563482;2026-05-29\|4.76\|-12.18\|5.40\|5.42\|4.71\|692383;2026-06-01\|4.75\|-0.21\|4.79\|5.08\|4.71\|457238;2026-06-02\|4.88\|2.74\|4.68\|4.96\|4.57\|416050;2026-06-03\|5.00\|2.46\|4.87\|5.39\|4.87\|574714;2026-06-04\|5.24\|4.80\|4.86\|5.29\|4.80\|610835;2026-06-05\|5.20\|-0.76\|5.18\|5.50\|5.06\|579647;2026-06-08\|4.97\|-4.42\|5.10\|5.40\|4.87\|437978;2026-06-09\|5.07\|2.01\|5.05\|5.13\|4.78\|393110;2026-06-10\|4.71\|-7.10\|4.98\|4.98\|4.65\|368297;2026-06-11\|4.44\|-5.73\|4.63\|4.69\|4.41\|310306;2026-06-12\|4.34\|-2.25\|4.55\|4.62\|4.30\|301038;2026-06-15\|4.59\|5.76\|4.35\|4.60\|4.35\|255926;2026-06-16\|4.81\|4.79\|4.58\|4.85\|4.52\|295573;2026-06-17\|5.47\|13.72\|4.71\|5.63\|4.70\|631668;2026-06-18\|5.28\|-3.47\|5.35\|5.44\|5.23\|422468;2026-06-22\|5.40\|2.27\|5.32\|5.64\|5.27\|468287;2026-06-23\|5.54\|2.59\|5.35\|5.75\|5.27\|404316;2026-06-24\|5.50\|-0.72\|5.46\|5.56\|5.28\|332774;2026-06-25\|5.38\|-2.18\|5.50\|5.58\|5.33\|289301;2026-06-26\|5.50\|2.23\|5.30\|5.77\|5.30\|467620;2026-06-29\|5.36\|-2.55\|5.48\|5.58\|5.12\|399296;2026-06-30\|5.76\|7.46\|5.35\|5.93\|5.28\|511338;2026-07-01\|5.81\|0.87\|5.69\|5.92\|5.61\|469500;2026-07-02\|5.54\|-4.65\|5.65\|5.83\|5.25\|428530;2026-07-03\|5.21\|-5.96\|5.50\|5.53\|5.13\|384217;2026-07-06\|4.78\|-8.25\|5.25\|5.28\|4.69\|376023;2026-07-07\|4.61\|-3.56\|4.92\|4.92\|4.52\|233078;2026-07-08\|4.41\|-4.34\|4.56\|4.68\|4.35\|198842;2026-07-09\|4.53\|2.72\|4.42\|4.55\|4.30\|230452;2026-07-10\|4.67\|3.09\|4.56\|5.25\|4.50\|425313;2026-07-13\|4.06\|-13.06\|4.58\|4.60\|4.03\|369810;2026-07-14\|4.12\|1.48\|4.06\|4.12\|3.90\|235117;2026-07-15\|3.95\|-4.13\|4.04\|4.12\|3.93\|182927;2026-07-16\|3.81\|-3.54\|3.90\|3.95\|3.80\|158786;2026-07-17\|3.57\|-6.30\|3.80\|3.82\|3.55\|209117;2026-07-20\|3.70\|3.64\|3.60\|3.80\|3.56\|277215;2026-07-21\|3.89\|5.14\|3.67\|3.89\|3.62\|225540;2026-07-22\|3.83\|-1.54\|3.86\|3.92\|3.75\|152758;2026-07-23\|3.89\|1.57\|3.83\|3.91\|3.79\|120609;2026-07-24\|3.74\|-3.86\|3.83\|3.88\|3.74\|87593;2026-07-27\|3.80\|1.60\|3.75\|3.81\|3.73\|86818;2026-07-28\|3.76\|-1.05\|3.77\|3.84\|3.75\|88001;2026-07-29\|3.82\|1.60\|3.71\|3.82\|3.70\|123867;2026-07-30\|3.69\|-3.40\|3.78\|3.83\|3.69\|123938;2026-07-31\|3.82\|3.52\|3.75\|3.86\|3.75\|160012;2026-08-03\|3.86\|1.05\|3.81\|3.87\|3.76\|103869;2026-08-04\|3.93\|1.81\|3.87\|3.94\|3.85\|125861;2026-08-05\|4.09\|4.07\|3.94\|4.12\|3.93\|226402;2026-08-06\|4.02\|-1.71\|4.03\|4.08\|3.99\|134609;2026-08-07\|3.94\|-1.99\|4.02\|4.08\|3.90\|316217;2026-08-10\|3.91\|-0.76\|3.94\|3.99\|3.85\|181798;2026-08-11\|3.85\|-1.53\|3.90\|3.90\|3.82\|113254;2026-08-12\|3.98\|3.38\|3.83\|4.04\|3.83\|221899;2026-08-13\|3.94\|-1.00\|4.03\|4.03\|3.89\|151787;2026-08-14\|3.88\|-1.52\|3.95\|3.97\|3.85\|121526;2026-08-17\|3.99\|2.84\|3.88\|4.00\|3.85\|167856;2026-08-18\|3.98\|-0.25\|3.99\|4.04\|3.91\|136981;2026-08-19\|3.71\|-6.78\|3.93\|3.94\|3.71\|170371;2026-08-20\|3.80\|2.43\|3.71\|3.85\|3.71\|105903;2026-08-21\|3.79\|-0.26\|3.77\|3.82\|3.70\|93113;2026-08-24\|3.71\|-2.11\|3.79\|3.81\|3.68\|103805;2026-08-25\|3.70\|-0.27\|3.70\|3.72\|3.58\|111590;2026-08-26\|3.71\|0.27\|3.67\|3.74\|3.66\|109029;2026-08-27\|3.76\|1.35\|3.69\|3.78\|3.68\|94687;2026-08-28\|3.77\|0.27\|3.74\|3.84\|3.74\|95297;2026-08-31\|3.81\|1.06\|3.73\|3.81\|3.70\|96635;2026-09-01\|3.81\|0.00\|3.82\|3.84\|3.77\|72077;2026-09-02\|3.79\|-0.52\|3.78\|3.84\|3.72\|88243;2026-09-03\|3.73\|-1.58\|3.80\|3.88\|3.72\|84534;2026-09-04\|3.70\|-0.80\|3.74\|3.80\|3.68\|93658;2026-09-07\|3.71\|0.27\|3.69\|3.73\|3.69\|57081;2026-09-08\|3.73\|0.54\|3.68\|3.74\|3.66\|63105;2026-09-09\|3.69\|-1.07\|3.74\|3.74\|3.68\|61307;2026-09-10\|3.62\|-1.90\|3.66\|3.68\|3.60\|70597;2026-09-11\|3.56\|-1.66\|3.57\|3.61\|3.47\|107372;2026-09-14\|3.65\|2.53\|3.53\|3.71\|3.50\|102945
115330	台积电披露行业技术应用进展	OLED蒸发源+中标京东方+一季报增长行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、公司主营OLED有机发光材料与蒸发源设备，是国内少数可向高世代OLED产线提供线性蒸发源的供应商，已中标京东方第8.6代AMOLED生产线项目，金额6.55亿元。 2、据2026年5月27日公告，公司全资子公司上海升翕中标绵阳京东方PNL工厂技术升级改造项目一期，中标金额4369.54万元，巩固蒸发源核心供应商地位；据2026年6月2日互动易，国内技改项目预计涉及4条产线。 3、据2026年一季报，公司实现营收2.35亿元，同比增长53.55%；归母净利润8008.75万元，同比增长214.86%，主要系蒸发源设备销售收入大幅增长所致。	全资子公司近日收到中标通知书，在绵阳京东方PNL工厂技术升级改造项目一期中获得线蒸发源订单4370万元，双方在OLED场景设备及材料的合作已经进入稳定销售阶段，在玻璃基板上公司储备PSPI等材料有望导入京东方并形成更紧密的合作关系	2026-05-11\|47.13\|1.25\|47.00\|47.55\|46.44\|71955;2026-05-12\|47.76\|1.34\|47.00\|48.20\|46.69\|66917;2026-05-13\|48.30\|1.13\|47.20\|49.50\|47.18\|74318;2026-05-14\|48.78\|0.99\|48.30\|50.20\|48.00\|115826;2026-05-15\|48.68\|-0.20\|48.39\|49.50\|47.10\|94720;2026-05-18\|49.76\|2.22\|48.91\|50.19\|48.00\|90131;2026-05-19\|49.60\|-0.32\|49.55\|50.00\|47.53\|90368;2026-05-20\|50.33\|1.47\|49.70\|50.95\|49.70\|76458;2026-05-21\|47.85\|-4.93\|51.91\|54.70\|47.50\|180750;2026-05-22\|50.90\|6.37\|48.41\|51.58\|46.50\|149737;2026-05-25\|52.15\|2.46\|51.70\|52.90\|50.40\|89196;2026-05-26\|50.89\|-2.42\|51.84\|53.68\|50.00\|78896;2026-05-27\|48.67\|-4.36\|50.99\|51.29\|48.24\|84666;2026-05-28\|45.97\|-5.55\|48.46\|48.87\|44.91\|177316;2026-05-29\|41.75\|-9.18\|46.15\|46.38\|41.46\|181626;2026-06-01\|40.88\|-2.08\|41.75\|43.38\|40.77\|140125;2026-06-02\|40.55\|-0.81\|40.80\|41.74\|40.05\|81417;2026-06-03\|42.90\|5.80\|40.81\|44.28\|40.81\|102696;2026-06-04\|51.48\|20.00\|44.00\|51.48\|41.70\|292802;2026-06-05\|51.75\|0.52\|50.54\|55.55\|50.02\|259857;2026-06-08\|49.85\|-3.67\|50.05\|53.50\|48.56\|254319;2026-06-09\|52.80\|5.92\|51.13\|54.18\|49.39\|172435;2026-06-10\|50.50\|-4.36\|51.91\|52.90\|49.70\|139430;2026-06-11\|45.65\|-9.60\|50.00\|50.50\|44.25\|208289;2026-06-12\|43.60\|-4.49\|47.00\|47.88\|43.22\|174042;2026-06-15\|46.19\|5.94\|44.01\|46.56\|44.01\|126908;2026-06-16\|48.58\|5.17\|45.70\|49.62\|45.50\|107988;2026-06-17\|55.33\|13.89\|48.99\|57.44\|48.90\|236502;2026-06-18\|56.98\|2.98\|54.80\|58.50\|54.00\|187434;2026-06-22\|57.65\|1.18\|56.25\|60.50\|56.23\|172096;2026-06-23\|59.20\|2.69\|57.22\|59.84\|56.47\|132065;2026-06-24\|57.62\|-2.67\|57.80\|58.69\|55.50\|129263;2026-06-25\|58.23\|1.06\|58.50\|60.80\|57.05\|117986;2026-06-26\|58.59\|0.62\|58.23\|61.19\|57.57\|138551;2026-06-29\|57.70\|-1.18\|59.22\|60.45\|55.20\|117722;2026-06-30\|62.00\|7.45\|58.50\|62.00\|57.54\|142878;2026-07-01\|59.76\|-3.61\|62.01\|62.89\|58.30\|173864;2026-07-02\|57.33\|-4.07\|58.39\|61.00\|55.59\|158957;2026-07-03\|53.95\|-5.90\|56.37\|57.00\|52.80\|128481;2026-07-06\|56.19\|4.15\|55.60\|60.33\|53.60\|219057;2026-07-07\|53.58\|-4.64\|54.41\|55.99\|52.98\|149171;2026-07-08\|50.82\|-5.15\|53.60\|54.58\|50.40\|103654;2026-07-09\|53.98\|6.22\|51.26\|54.50\|49.70\|109430;2026-07-10\|51.24\|-5.08\|55.00\|56.06\|51.11\|102206;2026-07-13\|49.35\|-3.69\|52.79\|53.39\|49.20\|112652;2026-07-14\|50.30\|1.93\|49.40\|51.36\|48.00\|85830;2026-07-15\|50.01\|-0.58\|50.29\|54.34\|49.51\|128362;2026-07-16\|46.00\|-8.02\|48.58\|50.39\|45.72\|102964;2026-07-17\|42.23\|-8.20\|45.40\|46.00\|42.08\|126657;2026-07-20\|38.25\|-9.42\|43.45\|43.88\|37.51\|154425;2026-07-21\|42.06\|9.96\|38.96\|42.80\|33.50\|164667;2026-07-22\|39.80\|-5.37\|41.50\|42.29\|39.10\|105302;2026-07-23\|39.16\|-1.61\|39.90\|40.70\|38.45\|67926;2026-07-24\|38.16\|-2.55\|38.19\|39.88\|37.89\|57333;2026-07-27\|39.92\|4.61\|38.31\|39.96\|37.10\|89299;2026-07-28\|36.61\|-8.29\|39.05\|40.05\|36.33\|69658;2026-07-29\|36.22\|-1.07\|36.42\|36.90\|34.59\|71993;2026-07-30\|33.25\|-8.20\|35.86\|36.46\|33.18\|71467;2026-07-31\|35.58\|7.01\|36.00\|38.56\|35.20\|84879;2026-08-03\|35.53\|-0.14\|35.60\|35.88\|33.99\|99575;2026-08-04\|36.95\|4.00\|35.88\|37.46\|35.31\|70770;2026-08-05\|38.98\|5.49\|36.98\|39.89\|36.51\|77435;2026-08-06\|40.20\|3.13\|38.61\|41.20\|38.61\|93073;2026-08-07\|41.94\|4.33\|40.08\|42.30\|39.50\|91343;2026-08-10\|41.46\|-1.14\|42.28\|42.96\|40.67\|80892;2026-08-11\|41.23\|-0.55\|41.22\|42.38\|40.81\|46814;2026-08-12\|41.77\|1.31\|41.80\|42.50\|40.81\|56168;2026-08-13\|40.72\|-2.51\|42.00\|42.99\|40.71\|55098;2026-08-14\|41.97\|3.07\|41.30\|42.11\|40.88\|58182;2026-08-17\|50.36\|19.99\|42.50\|50.36\|41.60\|156665;2026-08-18\|50.14\|-0.44\|50.46\|50.67\|48.57\|139975;2026-08-19\|45.60\|-9.05\|49.74\|49.74\|45.20\|128003;2026-08-20\|47.25\|3.62\|46.50\|49.80\|45.50\|155900;2026-08-21\|45.81\|-3.05\|46.73\|47.22\|45.34\|92006;2026-08-24\|43.67\|-4.67\|45.11\|46.00\|42.16\|105490;2026-08-25\|42.22\|-3.32\|42.48\|43.46\|41.11\|76632;2026-08-26\|40.85\|-3.24\|42.18\|42.38\|40.23\|69985;2026-08-27\|43.15\|5.63\|41.00\|43.20\|40.57\|85585;2026-08-28\|42.82\|-0.76\|42.82\|43.97\|42.66\|72247;2026-08-31\|44.71\|4.41\|42.00\|46.40\|42.00\|145357;2026-09-01\|46.09\|3.09\|46.00\|48.20\|45.66\|153382;2026-09-02\|44.10\|-4.32\|46.01\|46.09\|44.00\|91452;2026-09-03\|43.72\|-0.86\|44.57\|45.93\|43.20\|99007;2026-09-04\|42.09\|-3.73\|44.00\|44.88\|41.60\|77144;2026-09-07\|44.90\|6.68\|42.95\|45.26\|42.00\|93882;2026-09-08\|43.10\|-4.01\|44.61\|44.84\|42.87\|74443;2026-09-09\|43.90\|1.86\|43.25\|44.59\|42.64\|138827;2026-09-10\|44.19\|0.66\|43.38\|44.87\|42.72\|91150;2026-09-11\|42.03\|-4.89\|44.33\|44.41\|40.98\|88613;2026-09-14\|45.66\|8.64\|42.07\|45.89\|40.88\|148298
115329	台积电披露行业技术应用进展	半导体显示+收购半导体+一季报增长+回购行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月3日公告，公司拟发行股份及支付现金购买广州华星半导体45%股权，收购完成后将实现100%控股；该产线2026年一季度净利润5.1亿元，预计全年超21亿元，将显著增厚归母净利。 2、公司主营半导体显示业务，LCD产能全球前二，TV面板出货市占率全球第二，在电竞MNT、LTPS笔电等细分品类市占率全球第一。 3、据2026年4月30日一季报，公司实现营收434.78亿元，同比增长8.37%；归母净利润15.56亿元，同比增长53.71%，创下过去17个季度新高。 4、据2026年6月23日公告，公司首次回购8216.76万股，成交总金额约4亿元；据2026年6月3日公告，公司主动取消46亿元配套融资，并将2026年拟回购金额提升至11-12亿元，同时推出核心管理团队锁定五年的合伙人持股计划。	公司旗下子公司天津普林与TCL华星曾联合研发并展出过玻璃芯基板，且依托其在显示面板领域积累的精密加工等底层技术优势，目前正对玻璃基封装领域进行前期调研与技术预研	2026-05-11\|4.34\|2.84\|4.24\|4.38\|4.24\|9135259;2026-05-12\|4.27\|-1.61\|4.35\|4.35\|4.26\|5329193;2026-05-13\|4.37\|2.34\|4.26\|4.37\|4.25\|5515192;2026-05-14\|4.28\|-2.06\|4.37\|4.41\|4.28\|4623411;2026-05-15\|4.18\|-2.34\|4.31\|4.33\|4.17\|6763993;2026-05-18\|4.22\|0.96\|4.18\|4.25\|4.12\|4317445;2026-05-19\|4.30\|1.90\|4.20\|4.31\|4.16\|4846094;2026-05-20\|4.23\|-1.63\|4.27\|4.29\|4.18\|4486764;2026-05-21\|4.37\|3.31\|4.56\|4.65\|4.24\|23881940;2026-05-22\|4.38\|0.23\|4.25\|4.45\|4.13\|19596776;2026-05-25\|4.44\|1.37\|4.38\|4.51\|4.33\|12381839;2026-05-26\|4.65\|4.73\|4.38\|4.73\|4.37\|16752598;2026-05-27\|4.68\|0.65\|4.66\|4.93\|4.61\|15703706;2026-05-28\|4.59\|-1.92\|4.60\|4.69\|4.48\|9801139;2026-05-29\|4.28\|-6.75\|4.57\|4.57\|4.26\|11156233;2026-06-01\|4.40\|2.80\|4.27\|4.53\|4.27\|10253294;2026-06-02\|4.43\|0.68\|4.38\|4.45\|4.26\|7858500;2026-06-03\|4.74\|7.00\|4.66\|4.87\|4.66\|23853333;2026-06-04\|4.92\|3.80\|4.72\|5.03\|4.68\|21305466;2026-06-05\|4.89\|-0.61\|4.89\|5.15\|4.82\|18851179;2026-06-08\|4.65\|-4.91\|4.74\|4.89\|4.61\|13012086;2026-06-09\|4.86\|4.52\|4.74\|4.90\|4.63\|12178315;2026-06-10\|4.67\|-3.91\|4.77\|4.78\|4.58\|10210781;2026-06-11\|4.51\|-1.53\|4.55\|4.60\|4.45\|8927828;2026-06-12\|4.55\|0.89\|4.59\|4.65\|4.45\|12013767;2026-06-15\|4.62\|1.54\|4.57\|4.66\|4.53\|9240689;2026-06-16\|4.65\|0.65\|4.60\|4.78\|4.59\|10527583;2026-06-17\|5.12\|10.11\|4.60\|5.12\|4.59\|21313148;2026-06-18\|5.00\|-2.34\|5.21\|5.24\|4.98\|18041617;2026-06-22\|4.99\|-0.20\|5.10\|5.17\|4.90\|14953751;2026-06-23\|4.85\|-2.81\|4.94\|5.01\|4.80\|11226547;2026-06-24\|4.85\|0.00\|4.80\|4.95\|4.75\|11765944;2026-06-25\|5.34\|10.10\|5.07\|5.34\|5.02\|22584806;2026-06-26\|5.40\|1.12\|5.36\|5.67\|5.29\|24403472;2026-06-29\|5.29\|-2.04\|5.43\|5.57\|5.20\|17084609;2026-06-30\|5.82\|10.02\|5.35\|5.82\|5.33\|11718305;2026-07-01\|6.12\|5.15\|5.98\|6.26\|5.86\|26059238;2026-07-02\|5.92\|-3.27\|5.88\|6.18\|5.51\|24698461;2026-07-03\|5.65\|-4.56\|5.77\|5.95\|5.48\|16631712;2026-07-06\|5.19\|-8.14\|5.60\|5.63\|5.18\|16484479;2026-07-07\|5.26\|1.35\|5.19\|5.41\|5.12\|12212721;2026-07-08\|5.04\|-4.18\|5.19\|5.31\|4.93\|11724135;2026-07-09\|5.36\|6.35\|5.05\|5.38\|5.05\|13829470;2026-07-10\|5.12\|-4.48\|5.37\|5.49\|5.12\|13076890;2026-07-13\|4.81\|-6.05\|5.07\|5.11\|4.76\|10993521;2026-07-14\|5.13\|6.65\|4.99\|5.16\|4.91\|11272724;2026-07-15\|5.02\|-2.14\|5.23\|5.24\|4.95\|8280522;2026-07-16\|4.98\|-0.80\|4.90\|5.07\|4.88\|6596254;2026-07-17\|5.00\|0.40\|4.96\|5.06\|4.85\|9154284;2026-07-20\|4.97\|-0.60\|5.01\|5.10\|4.89\|8365729;2026-07-21\|5.35\|7.65\|5.00\|5.35\|4.99\|12043244;2026-07-22\|5.15\|-3.74\|5.24\|5.32\|5.13\|8523790;2026-07-23\|5.16\|0.19\|5.15\|5.19\|5.06\|6027748;2026-07-24\|5.04\|-2.33\|5.07\|5.11\|5.02\|4275242;2026-07-27\|5.10\|1.19\|5.05\|5.11\|4.91\|5042345;2026-07-28\|4.91\|-3.73\|4.99\|5.04\|4.90\|5255759;2026-07-29\|4.93\|0.41\|4.88\|4.96\|4.78\|5339033;2026-07-30\|4.72\|-4.26\|4.85\|4.88\|4.70\|7206880;2026-07-31\|4.73\|0.21\|4.87\|4.92\|4.73\|7160223;2026-08-03\|4.70\|-0.63\|4.66\|4.72\|4.65\|4393716;2026-08-04\|4.77\|1.49\|4.72\|4.79\|4.71\|4270069;2026-08-05\|4.87\|2.10\|4.75\|4.90\|4.73\|7469975;2026-08-06\|4.82\|-1.03\|4.78\|4.86\|4.75\|5318960;2026-08-07\|4.86\|0.83\|4.79\|4.88\|4.77\|5506046;2026-08-10\|4.87\|0.21\|4.86\|4.88\|4.77\|4791213;2026-08-11\|5.00\|2.67\|4.84\|5.09\|4.83\|8585715;2026-08-12\|5.09\|1.80\|4.97\|5.13\|4.95\|5690270;2026-08-13\|5.17\|1.57\|5.12\|5.34\|5.07\|8586003;2026-08-14\|5.14\|-0.58\|5.18\|5.24\|5.08\|4459335;2026-08-17\|5.19\|0.97\|5.14\|5.20\|5.11\|4289402;2026-08-18\|5.24\|0.96\|5.18\|5.28\|5.17\|5648853;2026-08-19\|5.05\|-3.63\|5.11\|5.20\|5.01\|5599179;2026-08-20\|5.03\|-0.40\|5.10\|5.14\|5.00\|4129900;2026-08-21\|5.03\|0.00\|5.01\|5.06\|4.95\|2901531;2026-08-24\|4.92\|-2.19\|5.05\|5.06\|4.87\|4305641;2026-08-25\|4.91\|-0.20\|4.87\|4.93\|4.83\|2552987;2026-08-26\|4.91\|0.00\|4.91\|4.96\|4.89\|2979002;2026-08-27\|4.97\|1.22\|4.94\|4.99\|4.90\|3768495;2026-08-28\|4.96\|-0.20\|4.94\|4.99\|4.90\|3687190;2026-08-31\|5.09\|2.62\|4.94\|5.10\|4.92\|5262032;2026-09-01\|5.00\|-1.77\|5.09\|5.10\|5.00\|4166024;2026-09-02\|4.89\|-2.20\|4.96\|4.98\|4.85\|3830623;2026-09-03\|4.88\|-0.20\|4.92\|4.95\|4.85\|2895001;2026-09-04\|4.80\|-1.64\|4.90\|4.93\|4.78\|3607027;2026-09-07\|4.81\|0.21\|4.82\|4.84\|4.78\|2882571;2026-09-08\|4.76\|-1.04\|4.81\|4.83\|4.74\|3290979;2026-09-09\|4.74\|-0.42\|4.76\|4.77\|4.72\|2828387;2026-09-10\|4.69\|-1.05\|4.71\|4.72\|4.68\|2551984;2026-09-11\|4.64\|-1.07\|4.65\|4.66\|4.57\|4173985;2026-09-14\|4.67\|0.65\|4.61\|4.69\|4.59\|2496871
115328	台积电披露行业技术应用进展	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427;2026-07-22\|9.07\|-1.95\|9.05\|9.47\|8.99\|1342720;2026-07-23\|9.02\|-0.55\|9.27\|9.39\|8.93\|1129075;2026-07-24\|8.68\|-3.77\|8.76\|9.09\|8.55\|891335;2026-07-27\|9.11\|4.95\|8.65\|9.14\|8.46\|1004772;2026-07-28\|8.60\|-5.60\|8.90\|9.19\|8.50\|914876;2026-07-29\|8.29\|-3.60\|8.55\|8.65\|7.95\|1225043;2026-07-30\|7.73\|-6.76\|8.25\|8.35\|7.65\|1055534;2026-07-31\|7.80\|0.91\|8.18\|8.38\|7.78\|1269945;2026-08-03\|7.76\|-0.51\|7.75\|7.87\|7.63\|813964;2026-08-04\|8.32\|7.22\|7.91\|8.37\|7.80\|1235830;2026-08-05\|8.91\|7.09\|8.28\|9.03\|8.25\|1445100;2026-08-06\|9.18\|3.03\|8.74\|9.30\|8.70\|1452450;2026-08-07\|9.48\|3.27\|9.20\|9.57\|9.10\|1395224;2026-08-10\|9.31\|-1.79\|9.60\|9.70\|9.11\|1202161;2026-08-11\|9.30\|-0.11\|9.23\|9.53\|9.14\|843298;2026-08-12\|9.34\|0.43\|9.31\|9.38\|9.19\|822413;2026-08-13\|9.15\|-2.03\|9.49\|9.55\|9.14\|864586;2026-08-14\|9.31\|1.75\|9.18\|9.33\|9.14\|691790;2026-08-17\|9.82\|5.48\|9.35\|10.11\|9.29\|1612466;2026-08-18\|10.80\|9.98\|9.87\|10.80\|9.87\|3342006;2026-08-19\|10.35\|-4.17\|10.35\|11.24\|10.25\|3439897;2026-08-20\|9.79\|-5.41\|10.48\|10.63\|9.57\|1992192;2026-08-21\|9.76\|-0.31\|9.61\|10.05\|9.50\|1220563;2026-08-24\|9.24\|-5.33\|9.70\|9.71\|9.01\|1213788;2026-08-25\|9.27\|0.32\|9.08\|9.34\|8.75\|925278;2026-08-26\|9.16\|-1.19\|9.26\|9.34\|9.05\|695912;2026-08-27\|9.51\|3.82\|9.24\|9.54\|9.21\|1047519;2026-08-28\|9.24\|-2.84\|9.45\|9.61\|9.23\|955456;2026-08-31\|9.34\|1.08\|9.06\|9.35\|9.00\|808825;2026-09-01\|8.98\|-3.85\|9.34\|9.37\|8.95\|838148;2026-09-02\|8.81\|-1.89\|8.81\|8.88\|8.72\|572057;2026-09-03\|8.75\|-0.68\|8.87\|8.92\|8.60\|643743;2026-09-04\|8.47\|-3.20\|8.85\|8.94\|8.41\|727935;2026-09-07\|8.73\|3.07\|8.55\|8.85\|8.54\|826811;2026-09-08\|8.61\|-1.37\|8.73\|8.84\|8.56\|642303;2026-09-09\|8.64\|0.35\|8.72\|9.06\|8.58\|923056;2026-09-10\|8.54\|-1.16\|8.53\|8.71\|8.42\|621598;2026-09-11\|8.51\|-0.35\|8.40\|8.58\|8.18\|748433;2026-09-14\|8.69\|2.12\|8.43\|8.78\|8.28\|772047

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason