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
115042	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392;2026-07-13\|14.75\|-6.17\|15.72\|15.72\|14.72\|101845;2026-07-14\|14.86\|0.75\|14.75\|14.95\|14.34\|73771;2026-07-15\|15.11\|1.68\|14.83\|15.19\|14.41\|78605;2026-07-16\|15.10\|-0.07\|14.99\|15.39\|14.82\|79630;2026-07-17\|13.59\|-10.00\|14.96\|15.10\|13.59\|104085;2026-07-20\|12.46\|-8.31\|13.76\|13.99\|12.30\|116216;2026-07-21\|12.45\|-0.08\|12.62\|12.87\|11.21\|164912;2026-07-22\|12.07\|-3.05\|12.22\|12.75\|11.95\|106113;2026-07-23\|12.25\|1.49\|12.15\|12.52\|11.90\|104737;2026-07-24\|11.91\|-2.78\|12.11\|12.14\|11.70\|69534;2026-07-27\|12.53\|5.21\|11.90\|12.54\|11.80\|91545;2026-07-28\|12.50\|-0.24\|12.87\|13.77\|12.40\|151444;2026-07-29\|12.82\|2.56\|12.49\|12.82\|12.36\|112236;2026-07-30\|12.10\|-5.62\|12.58\|12.94\|11.87\|107317;2026-07-31\|12.40\|2.48\|12.32\|12.76\|12.32\|89543;2026-08-03\|12.77\|2.98\|12.35\|12.90\|12.20\|67972;2026-08-04\|13.00\|1.80\|12.70\|13.08\|12.50\|79744;2026-08-05\|13.56\|4.31\|13.02\|13.60\|13.02\|89117;2026-08-06\|13.83\|1.99\|13.49\|13.85\|13.38\|74129;2026-08-07\|13.79\|-0.29\|13.83\|13.99\|13.40\|66222;2026-08-10\|14.32\|3.84\|13.85\|14.49\|13.80\|94367;2026-08-11\|14.06\|-1.82\|14.29\|14.34\|13.88\|54675;2026-08-12\|14.22\|1.14\|14.06\|14.24\|13.90\|50983;2026-08-13\|14.06\|-1.13\|14.33\|14.50\|14.02\|45514;2026-08-14\|14.25\|1.35\|14.00\|14.65\|13.97\|62156;2026-08-17\|14.42\|1.19\|14.24\|14.56\|14.07\|71011;2026-08-18\|14.26\|-1.11\|14.45\|14.48\|14.05\|52882;2026-08-19\|13.57\|-4.84\|14.22\|14.23\|13.55\|64749;2026-08-20\|13.74\|1.25\|13.84\|13.94\|13.62\|35754;2026-08-21\|14.28\|3.93\|13.75\|14.38\|13.42\|74105;2026-08-24\|14.09\|-1.33\|14.40\|14.40\|13.83\|49916;2026-08-25\|14.44\|2.48\|13.95\|14.48\|13.81\|57213;2026-08-26\|14.43\|-0.07\|14.47\|14.87\|14.22\|54381;2026-08-27\|14.64\|1.46\|14.60\|14.85\|14.47\|60103;2026-08-28\|14.38\|-1.78\|14.64\|14.67\|14.38\|49844;2026-08-31\|14.54\|1.11\|14.21\|14.58\|14.19\|42944;2026-09-01\|14.80\|1.79\|14.77\|15.50\|14.57\|97036;2026-09-02\|14.96\|1.08\|14.77\|15.07\|14.60\|67187;2026-09-03\|14.83\|-0.87\|15.05\|15.25\|14.73\|47502;2026-09-04\|14.73\|-0.67\|14.98\|15.18\|14.60\|45579;2026-09-07\|14.73\|0.00\|14.77\|14.90\|14.57\|37835;2026-09-08\|14.46\|-1.83\|14.73\|14.76\|14.40\|39956;2026-09-09\|14.67\|1.45\|14.46\|14.86\|14.40\|42719;2026-09-10\|14.35\|-2.18\|14.58\|14.64\|14.31\|34936;2026-09-11\|14.33\|-0.14\|14.23\|14.65\|13.82\|53119;2026-09-14\|14.41\|0.56\|14.32\|14.56\|14.05\|39562;2026-09-15\|14.20\|-1.46\|14.35\|14.68\|14.18\|42223
115041	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，供应仍处产能爬坡	2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638;2026-09-11\|88.25\|2.34\|84.01\|90.60\|79.21\|131082;2026-09-14\|87.79\|-0.52\|85.90\|88.80\|83.50\|89146;2026-09-15\|92.90\|5.82\|86.50\|92.90\|86.50\|114828
115040	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC离型膜+复合铜箔+扭亏为盈行业原因：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6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|291423;2026-09-10\|9.05\|0.78\|8.90\|9.19\|8.82\|348759;2026-09-11\|9.96\|10.06\|8.93\|9.96\|8.92\|1052735;2026-09-14\|10.96\|10.04\|10.72\|10.96\|10.66\|1014909;2026-09-15\|12.06\|10.04\|11.32\|12.06\|11.14\|1972857
115039	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，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5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969
115038	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478
115037	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456
115036	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227
115035	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：PPE树脂停产致PCB上游材料持续涨价，检测设备需求同步释放；涨停缘由：全球最大PPE树脂产区停产，覆铜板、半固化片等关键材料价格持续上涨，PCB厂商提价转嫁成本并加速良率管控；公司PCB检测业务2025年营收同比+50.03%，绑定鹏鼎控股、深南电路等头部客户，设备渗透率提升；资金逻辑：资金聚焦PCB产业链中游设备环节，正业科技获主力与游资共同推升，早盘快速封板，成交额达10.41亿元，量价配合良好；风险提示：检测设备订单周期较长，业绩兑现存在滞后性；PCB行业整体产能利用率尚未全面回升，设备采购或偏谨慎	公司主营工业检测智能装备，深耕锂电、PCB、平板显示三大行业，PCB检测自动化业务2025年营收同比增长50.03%，与鹏鼎控股、深南电路等头部客户长期合作	2026-05-12\|10.19\|-0.20\|10.20\|10.22\|9.91\|154989;2026-05-13\|10.50\|3.04\|10.14\|10.52\|10.02\|238118;2026-05-14\|10.48\|-0.19\|10.53\|11.25\|10.46\|355454;2026-05-15\|10.13\|-3.34\|10.39\|10.52\|9.99\|271776;2026-05-18\|10.16\|0.30\|10.02\|10.33\|10.00\|167715;2026-05-19\|10.26\|0.98\|10.04\|10.28\|9.95\|162705;2026-05-20\|10.14\|-1.17\|10.22\|10.22\|9.95\|117377;2026-05-21\|9.69\|-4.44\|10.12\|10.50\|9.68\|218952;2026-05-22\|10.94\|12.90\|9.79\|11.37\|9.79\|619670;2026-05-25\|11.35\|3.75\|11.67\|12.29\|11.03\|807303;2026-05-26\|11.58\|2.03\|11.50\|12.00\|11.30\|764888;2026-05-27\|11.19\|-3.37\|11.82\|12.09\|11.06\|535462;2026-05-28\|12.32\|10.10\|10.91\|12.60\|10.87\|776350;2026-05-29\|12.03\|-2.35\|12.14\|12.39\|11.44\|775675;2026-06-01\|11.75\|-2.33\|11.60\|12.63\|11.60\|707273;2026-06-02\|12.80\|8.94\|11.42\|12.97\|11.10\|985930;2026-06-03\|12.13\|-5.23\|12.40\|12.72\|11.94\|737387;2026-06-04\|12.15\|0.16\|11.93\|12.80\|11.65\|657778;2026-06-05\|12.01\|-1.15\|11.80\|12.40\|11.27\|653091;2026-06-08\|11.33\|-5.66\|11.40\|12.00\|11.18\|465850;2026-06-09\|11.59\|2.29\|11.52\|12.11\|11.39\|542292;2026-06-10\|11.18\|-3.54\|11.41\|11.69\|11.00\|379983;2026-06-11\|10.84\|-3.04\|10.99\|11.24\|10.67\|354321;2026-06-12\|10.70\|-1.29\|11.06\|12.10\|10.62\|589158;2026-06-15\|11.80\|10.28\|10.89\|11.93\|10.86\|537461;2026-06-16\|12.99\|10.08\|12.15\|13.50\|11.65\|771052;2026-06-17\|13.26\|2.08\|12.82\|13.62\|12.72\|606356;2026-06-18\|12.89\|-2.79\|13.13\|13.18\|12.78\|470627;2026-06-22\|12.85\|-0.31\|13.00\|13.22\|12.52\|422975;2026-06-23\|12.40\|-3.50\|12.61\|12.68\|12.16\|303312;2026-06-24\|12.17\|-1.85\|12.31\|12.51\|11.87\|306574;2026-06-25\|11.85\|-2.63\|12.31\|12.35\|11.53\|344984;2026-06-26\|11.86\|0.08\|12.03\|12.48\|11.43\|522256;2026-06-29\|10.59\|-10.71\|11.88\|12.17\|10.25\|588687;2026-06-30\|11.07\|4.53\|10.62\|11.13\|10.52\|406922;2026-07-01\|10.64\|-3.88\|11.08\|11.10\|10.56\|336923;2026-07-02\|10.26\|-3.57\|10.48\|10.80\|10.16\|256200;2026-07-03\|9.79\|-4.58\|10.29\|10.35\|9.79\|255453;2026-07-06\|9.13\|-6.74\|9.81\|9.84\|8.99\|279838;2026-07-07\|8.86\|-2.96\|9.11\|9.43\|8.80\|234833;2026-07-08\|8.56\|-3.39\|8.88\|8.95\|8.34\|206386;2026-07-09\|8.65\|1.05\|8.59\|8.72\|8.13\|211276;2026-07-10\|8.47\|-2.08\|8.77\|9.01\|8.46\|270067;2026-07-13\|7.78\|-8.15\|8.39\|8.55\|7.72\|248154;2026-07-14\|8.18\|5.14\|7.71\|8.23\|7.61\|203713;2026-07-15\|8.00\|-2.20\|8.15\|8.35\|7.89\|191517;2026-07-16\|7.64\|-4.50\|7.85\|8.04\|7.61\|179391;2026-07-17\|7.10\|-7.07\|7.62\|7.68\|7.08\|221360;2026-07-20\|6.48\|-8.73\|7.36\|7.45\|6.34\|270094;2026-07-21\|6.91\|6.64\|6.61\|6.93\|5.90\|341514;2026-07-22\|6.70\|-3.04\|6.72\|6.95\|6.65\|212819;2026-07-23\|6.98\|4.18\|6.77\|7.01\|6.74\|182144;2026-07-24\|6.84\|-2.01\|6.91\|7.01\|6.77\|155315;2026-07-27\|7.04\|2.92\|6.91\|7.08\|6.80\|196410;2026-07-28\|6.85\|-2.70\|6.89\|7.09\|6.81\|199330;2026-07-29\|6.92\|1.02\|6.82\|6.96\|6.66\|198265;2026-07-30\|6.64\|-4.05\|6.86\|6.92\|6.60\|184096;2026-07-31\|6.84\|3.01\|6.91\|7.09\|6.83\|225717;2026-08-03\|7.00\|2.34\|6.95\|7.02\|6.83\|173078;2026-08-04\|7.20\|2.86\|7.05\|7.27\|6.98\|229526;2026-08-05\|7.46\|3.61\|7.20\|7.48\|7.16\|248611;2026-08-06\|7.66\|2.68\|7.43\|7.68\|7.32\|257590;2026-08-07\|7.89\|3.00\|7.65\|7.92\|7.55\|273099;2026-08-10\|7.87\|-0.25\|7.85\|7.90\|7.66\|192781;2026-08-11\|7.79\|-1.02\|7.80\|7.93\|7.73\|118638;2026-08-12\|7.96\|2.18\|7.75\|7.97\|7.74\|132519;2026-08-13\|7.74\|-2.76\|8.00\|8.05\|7.72\|155018;2026-08-14\|7.89\|1.94\|7.86\|7.99\|7.70\|177509;2026-08-17\|8.35\|5.83\|7.82\|8.38\|7.75\|232523;2026-08-18\|8.15\|-2.40\|8.29\|8.40\|8.08\|170475;2026-08-19\|7.69\|-5.64\|7.95\|8.05\|7.62\|154832;2026-08-20\|7.80\|1.43\|7.82\|7.91\|7.70\|127708;2026-08-21\|7.90\|1.28\|7.69\|7.91\|7.62\|103856;2026-08-24\|7.78\|-1.52\|7.84\|7.99\|7.61\|132890;2026-08-25\|7.90\|1.54\|7.68\|7.96\|7.59\|156205;2026-08-26\|7.85\|-0.63\|7.88\|7.95\|7.71\|134111;2026-08-27\|8.02\|2.17\|7.84\|8.10\|7.77\|157283;2026-08-28\|8.05\|0.37\|8.08\|8.19\|8.01\|139041;2026-08-31\|8.26\|2.61\|7.97\|8.29\|7.90\|189947;2026-09-01\|8.15\|-1.33\|8.24\|8.27\|8.06\|150038;2026-09-02\|8.09\|-0.74\|8.06\|8.16\|7.99\|103135;2026-09-03\|8.01\|-0.99\|8.14\|8.23\|7.91\|137002;2026-09-04\|7.85\|-2.00\|8.06\|8.13\|7.76\|148156;2026-09-07\|8.06\|2.68\|7.88\|8.08\|7.86\|122239;2026-09-08\|8.11\|0.62\|8.16\|8.26\|8.06\|134900;2026-09-09\|8.11\|0.00\|8.07\|8.26\|8.06\|134062;2026-09-10\|8.10\|-0.12\|8.07\|8.23\|7.98\|120499;2026-09-11\|8.65\|6.79\|8.00\|8.75\|7.93\|468205;2026-09-14\|8.72\|0.81\|8.68\|8.86\|8.27\|393009;2026-09-15\|8.83\|1.26\|8.66\|8.86\|8.59\|364905
115034	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：建滔集团发布覆铜板涨价通知，带动上游材料情绪；公司一步式全湿法复合铜箔电镀设备已量产销售，切入宁德时代供应链；涨停缘由：复合铜箔作为4680电池关键材料，2026年装车渗透率有望突破15%；公司设备已获头部电池厂验证，单台年产能达150万平方米，技术壁垒高且先发优势明显；资金逻辑：3月16日涨停当日主力资金净流入占比达12.3%，融资余额单周增长超40%，显示资金抢筹锂电新材料设备稀缺标的；风险提示：复合铜箔量产进度不及预期，设备订单执行周期长，2025年营收仍以传统PCB化学品为主，新业务贡献尚小	1、表面工程专用化学品提供商；公司自研的一步式全湿法复合铜箔电镀设备已经具备了产业化条件并实现销售； 2、公司的PCB水平沉铜专用化学品和PCB化学镍金专用化学品与国外先进水平相当，已经在胜宏科技、健鼎科技、东山精密、建滔集团、中京电子、奥士康和依利安达等公司中实现了量产应用	2026-05-12\|115.54\|0.73\|114.00\|117.00\|112.80\|35865;2026-05-13\|118.29\|2.38\|113.80\|119.80\|113.80\|49340;2026-05-14\|124.30\|5.08\|117.16\|129.53\|117.16\|72369;2026-05-15\|122.36\|-1.56\|123.45\|128.00\|120.08\|43670;2026-05-18\|131.87\|7.77\|122.53\|132.00\|120.53\|46227;2026-05-19\|136.00\|3.13\|132.52\|138.93\|131.20\|69294;2026-05-20\|134.69\|-0.96\|137.80\|137.82\|129.50\|46689;2026-05-21\|123.48\|-8.32\|140.00\|143.00\|122.90\|62758;2026-05-22\|136.65\|10.67\|123.48\|138.50\|123.48\|55774;2026-05-25\|144.88\|6.02\|140.00\|146.00\|134.69\|48283;2026-05-26\|141.88\|-2.07\|144.60\|144.60\|138.48\|34761;2026-05-27\|138.25\|-2.56\|143.41\|143.50\|137.01\|32616;2026-05-28\|134.10\|-3.00\|137.64\|138.92\|131.87\|35473;2026-05-29\|133.93\|-0.13\|136.78\|141.78\|132.18\|39831;2026-06-01\|133.99\|0.04\|135.79\|139.48\|131.50\|39569;2026-06-02\|129.12\|-3.63\|133.83\|135.43\|123.03\|51685;2026-06-03\|120.96\|-6.32\|129.12\|131.80\|118.98\|67223;2026-06-04\|138.05\|14.13\|120.96\|139.20\|120.96\|56838;2026-06-05\|135.10\|-2.14\|136.22\|141.32\|133.80\|44187;2026-06-08\|133.62\|-1.10\|128.00\|140.00\|127.06\|55096;2026-06-09\|142.18\|6.41\|138.50\|142.50\|134.06\|44796;2026-06-10\|144.38\|1.55\|140.85\|146.30\|139.15\|39775;2026-06-11\|145.36\|0.68\|142.77\|149.28\|139.18\|40502;2026-06-12\|139.44\|-4.07\|150.00\|154.55\|135.00\|61367;2026-06-15\|155.88\|11.79\|142.46\|155.89\|141.00\|61783;2026-06-16\|173.11\|11.05\|159.87\|182.00\|154.00\|73643;2026-06-17\|176.00\|1.67\|171.00\|178.47\|168.00\|52975;2026-06-18\|175.44\|-0.32\|171.00\|177.80\|165.00\|42801;2026-06-22\|170.08\|-3.06\|179.87\|180.34\|164.83\|46438;2026-06-23\|161.00\|-5.34\|168.03\|168.03\|159.00\|36414;2026-06-24\|161.97\|0.60\|159.31\|162.87\|155.00\|32365;2026-06-25\|172.38\|6.43\|166.82\|175.00\|164.21\|37063;2026-06-26\|188.61\|9.42\|177.00\|195.88\|173.80\|67681;2026-06-29\|192.04\|1.82\|189.93\|201.69\|177.77\|76354;2026-06-30\|198.44\|3.33\|193.55\|198.88\|184.00\|56083;2026-07-01\|213.50\|7.59\|205.98\|218.00\|200.00\|72367;2026-07-02\|201.80\|-5.48\|196.00\|215.02\|186.00\|54166;2026-07-03\|197.46\|-2.15\|200.01\|210.00\|193.13\|40977;2026-07-06\|188.89\|-4.34\|201.40\|215.00\|187.61\|63299;2026-07-07\|179.44\|-5.00\|188.67\|191.12\|175.00\|53796;2026-07-08\|185.90\|3.60\|181.20\|195.00\|174.48\|61207;2026-07-09\|193.87\|4.29\|192.37\|195.00\|182.00\|37880;2026-07-10\|190.10\|-1.94\|200.06\|213.68\|190.00\|57645;2026-07-13\|182.08\|-4.22\|193.89\|204.31\|180.00\|54458;2026-07-14\|196.03\|7.66\|182.99\|197.00\|180.00\|55112;2026-07-15\|168.00\|-14.30\|199.95\|199.95\|162.00\|97600;2026-07-16\|151.00\|-10.12\|167.00\|170.78\|148.50\|61713;2026-07-17\|132.28\|-12.40\|148.78\|151.00\|129.14\|59369;2026-07-20\|105.82\|-20.00\|138.00\|139.89\|105.82\|89431;2026-07-21\|124.00\|17.18\|105.78\|124.98\|87.02\|127581;2026-07-22\|112.82\|-9.02\|123.24\|125.99\|109.00\|67327;2026-07-23\|106.60\|-5.51\|114.74\|117.29\|104.02\|54431;2026-07-24\|102.06\|-4.26\|105.59\|109.88\|101.44\|44376;2026-07-27\|111.85\|9.59\|104.00\|112.80\|98.22\|52420;2026-07-28\|97.07\|-13.21\|110.00\|111.34\|95.30\|52944;2026-07-29\|93.00\|-4.19\|97.09\|98.39\|86.27\|64805;2026-07-30\|82.00\|-11.83\|93.00\|95.00\|81.40\|63077;2026-07-31\|86.50\|5.49\|90.00\|95.00\|86.00\|61414;2026-08-03\|79.35\|-8.27\|86.45\|88.60\|77.50\|77649;2026-08-04\|85.50\|7.75\|79.93\|86.80\|77.51\|71087;2026-08-05\|93.53\|9.39\|85.00\|95.18\|84.21\|65006;2026-08-06\|98.49\|5.30\|92.42\|99.66\|91.00\|62646;2026-08-07\|104.60\|6.20\|99.19\|109.00\|96.50\|95897;2026-08-10\|103.15\|-1.39\|107.23\|108.55\|97.61\|73492;2026-08-11\|104.20\|1.02\|103.03\|107.50\|99.14\|59155;2026-08-12\|104.38\|0.17\|104.49\|106.58\|102.18\|35854;2026-08-13\|102.88\|-1.44\|105.01\|108.80\|102.80\|42788;2026-08-14\|106.20\|3.23\|104.68\|106.49\|102.97\|36256;2026-08-17\|113.18\|6.57\|107.26\|113.18\|106.28\|52247;2026-08-18\|108.88\|-3.80\|113.01\|113.63\|105.86\|43961;2026-08-19\|96.40\|-11.46\|105.00\|106.85\|96.00\|57830;2026-08-20\|95.12\|-1.33\|99.00\|100.16\|93.74\|48831;2026-08-21\|95.98\|0.90\|94.85\|97.32\|90.53\|40699;2026-08-24\|94.58\|-1.46\|96.41\|97.56\|90.31\|40927;2026-08-25\|92.80\|-1.88\|93.64\|94.60\|87.23\|39997;2026-08-26\|92.82\|0.02\|92.01\|93.36\|89.00\|47608;2026-08-27\|96.98\|4.48\|92.83\|98.79\|92.49\|41709;2026-08-28\|95.55\|-1.47\|97.00\|99.29\|95.15\|31761;2026-08-31\|97.92\|2.48\|94.76\|98.23\|93.00\|31827;2026-09-01\|92.74\|-5.29\|97.94\|97.95\|91.00\|36510;2026-09-02\|91.24\|-1.62\|91.62\|92.48\|89.52\|33876;2026-09-03\|92.34\|1.21\|92.30\|93.42\|89.06\|33174;2026-09-04\|89.52\|-3.05\|93.13\|95.29\|88.42\|24204;2026-09-07\|96.79\|8.12\|89.90\|97.28\|89.90\|47324;2026-09-08\|98.80\|2.08\|97.87\|102.73\|96.00\|44703;2026-09-09\|97.70\|-1.11\|99.00\|101.48\|96.77\|29954;2026-09-10\|98.50\|0.82\|96.97\|100.72\|96.03\|23966;2026-09-11\|96.22\|-2.31\|99.36\|99.45\|92.37\|27531;2026-09-14\|99.33\|3.23\|97.00\|101.80\|93.39\|28968;2026-09-15\|104.61\|5.32\|98.98\|105.84\|98.86\|51861
115033	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：国内最大PCB电镀设备厂商，市占率超50%，受益于英伟达GTC大会催化AI服务器硬件链补涨，HDI/封装基板扩产拉动高端电镀设备需求；涨停缘由：AI服务器PCB层数与铜厚提升带动VCP设备增量需求、载板与先进封装扩产加速、国产替代替代进程加快；资金逻辑：PCB板块资金回流，东威科技融资余额持续攀升，主力资金近5日净流入超千万，技术面突破关键压力位；风险提示：PCB行业周期性较强，下游客户资本开支节奏易受宏观影响，公司订单能见度受限于客户排产计划	国内最大的 PCB 电镀设备生产厂商；公司专注于高端精密电镀设备研发、生产与销售；其产品如 VCP 设备、水平镀三合一设备等，广泛用于刚性板、柔性板、HDI 板等的除胶、化铜、电镀工艺，在综合 PCB100 强客户中覆盖率极高，国内市场占有率超 50%	2026-05-12\|66.80\|1.83\|65.67\|67.15\|64.01\|125549;2026-05-13\|71.23\|6.63\|65.20\|71.68\|64.05\|195118;2026-05-14\|67.02\|-5.91\|71.78\|71.78\|66.66\|149504;2026-05-15\|77.00\|14.89\|67.99\|80.42\|67.12\|343056;2026-05-18\|72.85\|-5.39\|76.80\|76.90\|72.37\|174855;2026-05-19\|74.45\|2.20\|73.30\|74.56\|69.86\|157261;2026-05-20\|72.35\|-2.82\|73.50\|74.40\|71.85\|111700;2026-05-21\|70.07\|-3.15\|76.96\|78.98\|69.81\|192320;2026-05-22\|80.45\|14.81\|71.40\|81.44\|71.40\|273208;2026-05-25\|83.48\|3.77\|84.00\|84.99\|80.99\|188068;2026-05-26\|84.56\|1.29\|83.18\|85.00\|79.00\|165598;2026-05-27\|87.14\|3.05\|84.56\|90.00\|83.20\|201995;2026-05-28\|88.45\|1.50\|85.00\|91.30\|84.88\|162571;2026-05-29\|82.38\|-6.86\|89.29\|90.97\|81.50\|169633;2026-06-01\|79.99\|-2.90\|83.55\|85.99\|79.73\|149068;2026-06-02\|86.27\|7.85\|79.89\|87.99\|78.85\|141331;2026-06-03\|87.00\|0.85\|85.66\|91.30\|84.50\|140696;2026-06-04\|92.00\|5.75\|85.68\|95.00\|83.75\|150774;2026-06-05\|87.80\|-4.57\|91.41\|93.46\|87.10\|154288;2026-06-08\|84.80\|-3.42\|83.57\|88.59\|81.50\|134660;2026-06-09\|90.03\|6.17\|86.60\|91.00\|85.20\|133713;2026-06-10\|93.09\|3.40\|88.00\|93.33\|85.10\|166537;2026-06-11\|83.54\|-10.26\|90.24\|91.65\|81.60\|190517;2026-06-12\|81.13\|-2.88\|86.00\|88.28\|80.50\|182675;2026-06-15\|87.31\|7.62\|81.83\|87.50\|80.49\|172475;2026-06-16\|97.87\|12.09\|88.90\|98.63\|88.00\|206798;2026-06-17\|99.77\|1.94\|96.90\|102.74\|95.19\|158234;2026-06-18\|101.45\|1.68\|96.00\|102.93\|95.00\|162441;2026-06-22\|96.17\|-5.20\|100.50\|103.88\|94.58\|179975;2026-06-23\|89.90\|-6.52\|94.14\|95.30\|89.22\|164799;2026-06-24\|91.90\|2.22\|89.90\|93.38\|88.03\|140921;2026-06-25\|93.00\|1.20\|93.80\|93.95\|90.01\|147424;2026-06-26\|96.31\|3.56\|92.00\|98.21\|88.44\|214477;2026-06-29\|85.03\|-11.71\|96.31\|97.00\|81.13\|272021;2026-06-30\|89.40\|5.14\|85.01\|89.75\|84.55\|176677;2026-07-01\|83.66\|-6.42\|91.00\|92.20\|82.60\|184666;2026-07-02\|78.58\|-6.07\|81.15\|83.19\|77.80\|163440;2026-07-03\|77.60\|-1.25\|78.00\|81.30\|75.80\|114080;2026-07-06\|78.18\|0.75\|78.88\|82.48\|75.60\|113973;2026-07-07\|74.11\|-5.21\|77.98\|78.90\|72.30\|159402;2026-07-08\|73.19\|-1.24\|75.73\|77.60\|71.48\|107063;2026-07-09\|76.11\|3.99\|75.19\|76.38\|71.50\|133783;2026-07-10\|72.42\|-4.85\|77.43\|78.75\|72.35\|128109;2026-07-13\|65.80\|-9.14\|72.59\|73.56\|65.13\|173228;2026-07-14\|70.30\|6.84\|65.78\|71.80\|65.50\|139590;2026-07-15\|68.42\|-2.67\|70.72\|71.69\|67.05\|94318;2026-07-16\|63.90\|-6.33\|67.06\|69.36\|63.14\|112377;2026-07-17\|58.20\|-8.92\|63.00\|64.80\|58.10\|146069;2026-07-20\|51.47\|-11.56\|60.68\|61.02\|49.60\|214846;2026-07-21\|59.66\|15.91\|53.35\|59.75\|49.02\|196528;2026-07-22\|56.03\|-6.08\|60.00\|60.57\|55.46\|159433;2026-07-23\|55.31\|-1.28\|56.41\|58.16\|54.90\|103870;2026-07-24\|58.48\|5.73\|55.00\|60.02\|54.00\|189110;2026-07-27\|59.97\|2.55\|59.21\|60.50\|56.12\|158211;2026-07-28\|55.16\|-8.02\|58.87\|59.80\|54.73\|127990;2026-07-29\|54.79\|-0.67\|55.03\|56.19\|51.20\|132786;2026-07-30\|50.00\|-8.74\|54.76\|55.49\|49.10\|134989;2026-07-31\|51.31\|2.62\|54.50\|57.50\|51.31\|167435;2026-08-03\|48.36\|-5.75\|51.43\|51.83\|47.10\|206488;2026-08-04\|52.16\|7.86\|48.86\|53.10\|48.16\|140104;2026-08-05\|56.25\|7.84\|51.53\|57.08\|51.53\|128089;2026-08-06\|58.02\|3.15\|55.77\|58.67\|54.54\|130818;2026-08-07\|62.79\|8.22\|58.02\|63.36\|57.28\|204456;2026-08-10\|59.05\|-5.96\|62.25\|62.25\|56.66\|241735;2026-08-11\|57.78\|-2.15\|58.96\|59.10\|56.50\|151717;2026-08-12\|58.36\|1.00\|58.04\|59.39\|57.02\|134106;2026-08-13\|56.78\|-2.71\|59.45\|60.44\|56.40\|146784;2026-08-14\|57.82\|1.83\|57.70\|58.28\|56.55\|107941;2026-08-17\|61.20\|5.85\|58.04\|61.50\|57.84\|154408;2026-08-18\|62.45\|2.04\|61.20\|63.00\|60.00\|168765;2026-08-19\|56.14\|-10.10\|60.50\|61.44\|55.90\|164536;2026-08-20\|57.22\|1.92\|57.22\|58.30\|55.62\|106788;2026-08-21\|57.45\|0.40\|57.48\|59.22\|55.71\|93550;2026-08-24\|55.63\|-3.17\|57.64\|57.64\|53.60\|96062;2026-08-25\|55.14\|-0.88\|54.67\|56.20\|52.80\|79046;2026-08-26\|55.47\|0.60\|55.80\|56.05\|53.57\|62187;2026-08-27\|60.76\|9.54\|55.83\|61.20\|55.42\|145129;2026-08-28\|59.19\|-2.58\|60.76\|61.49\|59.09\|90807;2026-08-31\|63.74\|7.69\|57.76\|63.87\|57.51\|162507;2026-09-01\|58.81\|-7.73\|63.51\|63.91\|58.61\|162915;2026-09-02\|57.29\|-2.58\|57.00\|58.60\|56.94\|88276;2026-09-03\|56.49\|-1.40\|57.90\|58.13\|55.50\|83926;2026-09-04\|53.74\|-4.87\|57.00\|58.18\|53.00\|110932;2026-09-07\|61.85\|15.09\|54.99\|62.89\|54.12\|268030;2026-09-08\|60.39\|-2.36\|61.23\|62.59\|60.11\|124711;2026-09-09\|64.60\|6.97\|61.00\|65.10\|61.00\|197360;2026-09-10\|64.05\|-0.85\|64.00\|66.26\|62.48\|153757;2026-09-11\|63.06\|-1.55\|62.00\|63.81\|60.63\|151899;2026-09-14\|63.31\|0.40\|62.00\|64.88\|60.23\|144447;2026-09-15\|65.71\|3.79\|63.28\|68.18\|63.00\|184358
115032	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：建滔积层板发布涨价函催化PCB上游材料涨价预期，公司HVLP5铜箔正处客户验证阶段，属高频高速PCB关键材料；涨停缘由：PCB行业景气度回升叠加原材料涨价预期强化，HVLP铜箔为AI服务器、高速通信设备必备材料，验证进展引发补涨预期；资金逻辑：小市值+高弹性特征显著，近期资金聚焦PCB板块轮动，主力净流入明显，机构持仓低位，易获游资接力；风险提示：HVLP5铜箔尚未形成收入，验证周期及结果存在不确定性，板块内部分化加剧，需警惕高位滞涨个股回调压力	公司HVLP5铜箔目前正在客户验证测试中，目前尚未形成收入	2026-05-12\|75.98\|3.57\|73.03\|78.99\|73.03\|136475;2026-05-13\|80.68\|6.19\|74.00\|84.20\|73.00\|185209;2026-05-14\|74.02\|-8.25\|80.35\|81.40\|74.02\|146664;2026-05-15\|72.07\|-2.63\|75.14\|75.99\|71.02\|127076;2026-05-18\|73.82\|2.43\|71.69\|76.00\|70.30\|102224;2026-05-19\|72.14\|-2.28\|73.45\|74.39\|70.01\|86150;2026-05-20\|73.45\|1.82\|70.80\|74.57\|69.59\|110365;2026-05-21\|70.35\|-4.22\|73.90\|76.20\|70.00\|99347;2026-05-22\|77.52\|10.19\|70.85\|80.66\|70.85\|138748;2026-05-25\|84.60\|9.13\|81.45\|85.29\|79.20\|146478;2026-05-26\|82.42\|-2.58\|82.51\|84.03\|78.55\|126452;2026-05-27\|82.20\|-0.27\|82.68\|88.82\|81.61\|156739;2026-05-28\|90.88\|10.56\|82.85\|92.87\|82.85\|174246;2026-05-29\|87.35\|-3.88\|90.00\|91.98\|85.00\|167709;2026-06-01\|80.20\|-8.19\|87.35\|89.35\|80.05\|138566;2026-06-02\|82.00\|2.24\|80.11\|84.60\|77.10\|128944;2026-06-03\|84.12\|2.59\|80.44\|88.71\|80.42\|127673;2026-06-04\|82.17\|-2.32\|82.83\|83.83\|80.13\|98456;2026-06-05\|82.00\|-0.21\|80.60\|85.88\|79.11\|105233;2026-06-08\|77.78\|-5.03\|75.03\|81.44\|74.66\|116852;2026-06-09\|81.26\|4.47\|79.00\|81.70\|78.03\|100235;2026-06-10\|80.26\|-1.23\|79.01\|82.98\|78.14\|95678;2026-06-11\|93.30\|16.25\|79.00\|94.68\|78.08\|215836;2026-06-12\|92.99\|-0.33\|92.82\|99.89\|89.60\|197645;2026-06-15\|97.24\|4.57\|96.00\|100.62\|94.02\|184762;2026-06-16\|109.21\|12.31\|98.50\|113.00\|98.33\|206878;2026-06-17\|103.00\|-5.69\|106.02\|110.50\|101.76\|192630;2026-06-18\|103.17\|0.17\|101.00\|105.19\|99.88\|146582;2026-06-22\|98.90\|-4.14\|103.10\|104.00\|96.67\|151766;2026-06-23\|95.08\|-3.86\|101.00\|101.60\|94.00\|111651;2026-06-24\|99.31\|4.45\|95.45\|100.38\|94.00\|122827;2026-06-25\|99.87\|0.56\|98.79\|102.60\|97.44\|124773;2026-06-26\|93.98\|-5.90\|97.58\|97.58\|91.09\|121068;2026-06-29\|84.64\|-9.94\|93.20\|94.33\|82.30\|142447;2026-06-30\|86.79\|2.54\|84.95\|89.00\|83.10\|93696;2026-07-01\|83.98\|-3.24\|87.83\|89.70\|83.56\|93145;2026-07-02\|78.61\|-6.39\|81.78\|83.60\|78.20\|96060;2026-07-03\|77.80\|-1.03\|78.60\|81.35\|76.09\|85554;2026-07-06\|72.86\|-6.35\|78.96\|80.47\|72.07\|90949;2026-07-07\|69.76\|-4.25\|73.00\|74.00\|68.75\|70135;2026-07-08\|66.13\|-5.20\|69.76\|70.36\|66.00\|61611;2026-07-09\|69.82\|5.58\|68.07\|69.99\|64.00\|77787;2026-07-10\|67.08\|-3.92\|70.14\|71.86\|67.04\|76912;2026-07-13\|60.80\|-9.36\|67.00\|67.10\|60.44\|76445;2026-07-14\|65.00\|6.91\|61.45\|65.64\|60.79\|72152;2026-07-15\|63.07\|-2.97\|66.01\|69.40\|62.56\|66784;2026-07-16\|60.92\|-3.41\|62.10\|64.90\|60.12\|77766;2026-07-17\|54.52\|-10.51\|61.00\|61.06\|54.01\|91322;2026-07-20\|46.02\|-15.59\|55.50\|57.00\|44.00\|144612;2026-07-21\|50.00\|8.65\|46.84\|50.18\|40.50\|136452;2026-07-22\|49.30\|-1.40\|49.58\|51.80\|48.66\|98947;2026-07-23\|49.56\|0.53\|50.28\|51.61\|48.88\|68802;2026-07-24\|47.95\|-3.25\|48.85\|49.93\|47.57\|49853;2026-07-27\|50.43\|5.17\|48.71\|50.54\|48.08\|67010;2026-07-28\|46.57\|-7.65\|50.01\|50.43\|46.02\|63979;2026-07-29\|45.56\|-2.17\|46.76\|46.95\|43.30\|75296;2026-07-30\|41.78\|-8.30\|45.83\|45.83\|41.12\|72151;2026-07-31\|43.77\|4.76\|44.99\|46.94\|43.75\|77081;2026-08-03\|42.10\|-3.82\|43.77\|44.01\|41.67\|70748;2026-08-04\|45.32\|7.65\|43.04\|45.72\|42.10\|68055;2026-08-05\|48.66\|7.37\|44.83\|49.35\|44.83\|83164;2026-08-06\|49.48\|1.69\|48.26\|50.49\|47.51\|81456;2026-08-07\|53.84\|8.81\|49.96\|54.90\|48.75\|131185;2026-08-10\|52.16\|-3.12\|54.00\|54.45\|50.48\|109637;2026-08-11\|51.50\|-1.27\|51.48\|52.65\|50.35\|70295;2026-08-12\|52.75\|2.43\|51.40\|53.32\|51.21\|60666;2026-08-13\|52.55\|-0.38\|53.61\|57.33\|52.00\|107444;2026-08-14\|54.48\|3.67\|53.88\|54.93\|52.89\|74121;2026-08-17\|58.81\|7.95\|54.86\|59.79\|54.25\|110388;2026-08-18\|61.99\|5.41\|58.81\|62.48\|55.56\|131608;2026-08-19\|53.03\|-14.45\|59.00\|60.40\|52.43\|195231;2026-08-20\|53.80\|1.45\|54.61\|55.16\|52.40\|117124;2026-08-21\|56.13\|4.33\|52.78\|56.55\|52.38\|131692;2026-08-24\|51.13\|-8.91\|57.00\|57.30\|49.42\|127102;2026-08-25\|52.10\|1.90\|49.80\|52.91\|49.00\|96399;2026-08-26\|55.37\|6.28\|52.67\|56.28\|51.20\|138606;2026-08-27\|59.45\|7.37\|55.37\|62.06\|53.00\|190446;2026-08-28\|61.38\|3.25\|58.90\|64.79\|58.90\|169163;2026-08-31\|61.45\|0.11\|59.94\|64.23\|59.94\|131759;2026-09-01\|57.20\|-6.92\|61.51\|61.51\|56.80\|117934;2026-09-02\|56.48\|-1.26\|56.15\|58.50\|55.48\|72635;2026-09-03\|55.41\|-1.89\|57.02\|57.68\|54.47\|71172;2026-09-04\|52.86\|-4.60\|55.50\|57.09\|52.30\|82983;2026-09-07\|58.89\|11.41\|53.45\|59.30\|53.20\|124562;2026-09-08\|57.42\|-2.50\|58.03\|60.30\|56.90\|83301;2026-09-09\|56.76\|-1.15\|58.35\|58.76\|56.48\|57787;2026-09-10\|56.85\|0.16\|56.20\|59.18\|55.21\|92077;2026-09-11\|55.80\|-1.85\|55.74\|56.44\|52.57\|83102;2026-09-14\|56.93\|2.03\|54.06\|58.52\|53.16\|84010;2026-09-15\|61.79\|8.54\|56.69\|64.62\|56.54\|148082
115031	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|33.96\|-10.09\|36.41\|37.45\|33.22\|1840849;2026-07-14\|39.08\|15.08\|33.67\|40.00\|33.61\|1993001;2026-07-15\|37.00\|-5.32\|40.09\|41.28\|36.71\|1473310;2026-07-16\|34.80\|-5.95\|35.39\|37.12\|33.82\|1410418;2026-07-17\|31.59\|-9.22\|34.20\|34.99\|31.00\|1449885;2026-07-20\|26.70\|-15.48\|33.00\|33.47\|25.44\|2012075;2026-07-21\|29.80\|11.61\|27.55\|30.36\|24.05\|2207243;2026-07-22\|27.29\|-8.42\|29.02\|30.28\|27.16\|1835087;2026-07-23\|26.71\|-2.13\|27.78\|29.20\|26.51\|1339341;2026-07-24\|25.70\|-3.78\|26.23\|26.79\|25.35\|1077856;2026-07-27\|30.84\|20.00\|26.13\|30.84\|25.99\|2255540;2026-07-28\|28.87\|-6.39\|30.90\|31.09\|28.44\|1907060;2026-07-29\|30.20\|4.61\|28.89\|31.25\|27.73\|3121036;2026-07-30\|32.93\|9.04\|29.88\|35.47\|29.68\|3649861;2026-07-31\|31.99\|-2.85\|35.88\|36.80\|31.89\|3216851;2026-08-03\|27.88\|-12.85\|30.88\|31.30\|27.30\|2366646;2026-08-04\|29.98\|7.53\|27.76\|30.84\|27.30\|2404133;2026-08-05\|34.19\|14.04\|28.80\|35.00\|28.78\|2930915;2026-08-06\|35.20\|2.95\|32.89\|36.39\|32.89\|2465042;2026-08-07\|38.32\|8.86\|35.83\|40.69\|34.60\|3005330;2026-08-10\|38.12\|-0.52\|38.34\|38.74\|36.20\|2503647;2026-08-11\|39.39\|3.33\|37.79\|40.54\|36.81\|2334167;2026-08-12\|38.75\|-1.62\|38.37\|39.72\|37.88\|1703115;2026-08-13\|36.44\|-5.96\|39.51\|40.30\|36.31\|2072717;2026-08-14\|37.19\|2.06\|36.53\|37.68\|36.03\|1461518;2026-08-17\|38.45\|3.39\|37.31\|38.62\|36.92\|1768502;2026-08-18\|37.33\|-2.91\|37.96\|38.93\|36.75\|1507195;2026-08-19\|33.79\|-9.48\|35.00\|36.60\|33.50\|1506684;2026-08-20\|32.49\|-3.85\|34.35\|34.70\|31.89\|1595760;2026-08-21\|32.43\|-0.18\|32.49\|32.85\|31.13\|1259450;2026-08-24\|30.09\|-7.22\|32.03\|32.20\|29.04\|1660956;2026-08-25\|30.15\|0.20\|29.55\|30.94\|28.87\|1069712;2026-08-26\|29.62\|-1.76\|30.34\|30.49\|29.15\|860910;2026-08-27\|31.14\|5.13\|29.91\|31.50\|29.60\|1510528;2026-08-28\|30.20\|-3.02\|30.68\|32.21\|30.12\|1585323;2026-08-31\|31.00\|2.65\|28.74\|31.09\|28.70\|1328509;2026-09-01\|28.15\|-9.19\|31.82\|31.99\|28.15\|1891928;2026-09-02\|27.85\|-1.07\|27.48\|28.75\|27.19\|1155535;2026-09-03\|27.32\|-1.90\|28.13\|28.30\|26.82\|1160168;2026-09-04\|26.38\|-3.44\|27.65\|27.75\|26.08\|981263;2026-09-07\|27.45\|4.06\|26.65\|27.69\|26.54\|1032297;2026-09-08\|27.12\|-1.20\|27.39\|28.18\|26.96\|1069880;2026-09-09\|27.55\|1.59\|27.57\|28.43\|27.18\|1214267;2026-09-10\|29.42\|6.79\|27.88\|29.62\|27.31\|2107479;2026-09-11\|30.69\|4.32\|28.84\|31.25\|27.30\|2301338;2026-09-14\|30.85\|0.52\|29.80\|32.06\|29.37\|1872994;2026-09-15\|31.80\|3.08\|30.85\|33.53\|30.58\|1979403
115030	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI服务器电源+PCB+机器人行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司CIPB芯片埋入功率板产品已顺利完成对头部AI服务器电源客户的样品验证，正式进入其供应链体系并开始小批量生产，主要聚焦AI服务器电源一次电源细分市场。 2、据2026年5月22日投资者关系活动记录表，公司控股子公司皖粤光电，拥有 DBC、DPC、AMB 全系列陶瓷基板工艺，具备研发生产AI服务器所需高导热氮化铝陶瓷基板的能力，现阶段主要应用于新能源汽车、光伏储能、光通信、半导体功率器件等高功率、高可靠性、高散热要求的应用场景。 3、据2026年5月22日投资者关系活动记录表2025年度网上业绩说明会，公司通过投资入股智鼎机器人智元机器人旗下企业并与其开展业务合作，为商用清洁机器人等提供定制化PCB解决方案，应用于底盘驱动、电源管理等核心部件。	业内最早攻克5G基站天线用中高频多层板生产技术的少数厂商之一；公司表示布局低空卫星等卫星通信产品，并为国内相关企业研发打样，6G通信用PCB是公司未来主要发展方向之一	2026-05-12\|79.85\|8.42\|73.94\|80.09\|72.01\|96932;2026-05-13\|88.87\|11.30\|77.82\|91.00\|77.51\|121830;2026-05-14\|84.70\|-4.69\|88.86\|91.98\|84.63\|86043;2026-05-15\|81.98\|-3.21\|86.94\|86.94\|79.77\|61952;2026-05-18\|87.25\|6.43\|81.00\|88.52\|79.90\|80708;2026-05-19\|84.60\|-3.04\|86.06\|87.00\|83.20\|48559;2026-05-20\|86.97\|2.80\|86.05\|89.90\|84.15\|67697;2026-05-21\|88.68\|1.97\|87.92\|93.23\|85.61\|91266;2026-05-22\|96.68\|9.02\|90.65\|99.77\|90.00\|93288;2026-05-25\|97.00\|0.33\|95.72\|99.50\|92.71\|78541;2026-05-26\|90.90\|-6.29\|95.10\|95.10\|86.00\|63923;2026-05-27\|85.00\|-6.49\|89.00\|90.61\|83.74\|55182;2026-05-28\|102.00\|20.00\|85.00\|102.00\|84.11\|105164;2026-05-29\|103.69\|1.66\|105.06\|110.02\|103.00\|113027;2026-06-01\|106.50\|2.71\|104.04\|114.06\|104.04\|95423;2026-06-02\|111.66\|4.85\|105.13\|112.88\|102.19\|101531;2026-06-03\|105.00\|-5.96\|108.00\|113.77\|104.00\|96452;2026-06-04\|109.75\|4.52\|103.04\|112.50\|99.87\|87180;2026-06-05\|113.83\|3.72\|106.40\|115.32\|103.16\|93261;2026-06-08\|96.99\|-14.79\|105.00\|107.07\|96.90\|80763;2026-06-09\|98.67\|1.73\|100.65\|101.00\|94.00\|59790;2026-06-10\|91.79\|-6.97\|95.51\|95.93\|89.20\|56010;2026-06-11\|89.61\|-2.38\|90.29\|93.40\|88.00\|47638;2026-06-12\|87.31\|-2.57\|93.86\|94.66\|87.00\|50244;2026-06-15\|94.22\|7.91\|89.50\|94.87\|89.10\|47905;2026-06-16\|113.06\|20.00\|94.65\|113.06\|93.00\|87307;2026-06-17\|113.92\|0.76\|109.06\|117.53\|108.01\|90897;2026-06-18\|115.25\|1.17\|113.23\|116.68\|111.01\|61251;2026-06-22\|111.91\|-2.90\|117.54\|117.96\|108.52\|53804;2026-06-23\|109.30\|-2.33\|111.57\|112.50\|105.55\|40113;2026-06-24\|82.50\|5.77\|78.44\|83.33\|77.81\|95805;2026-06-25\|82.20\|-0.36\|81.13\|84.45\|78.20\|91753;2026-06-26\|78.00\|-5.11\|81.01\|83.00\|77.58\|60359;2026-06-29\|74.66\|-4.28\|78.09\|80.30\|71.45\|69253;2026-06-30\|86.17\|15.42\|74.66\|86.86\|73.50\|100718;2026-07-01\|80.39\|-6.71\|86.04\|87.60\|79.79\|80126;2026-07-02\|83.00\|3.25\|78.00\|88.60\|77.08\|107610;2026-07-03\|83.40\|0.48\|83.00\|86.20\|79.21\|84769;2026-07-06\|79.70\|-4.44\|83.62\|84.00\|77.88\|67327;2026-07-07\|75.30\|-5.52\|78.88\|81.88\|73.78\|55258;2026-07-08\|72.17\|-4.16\|75.19\|75.86\|70.06\|50704;2026-07-09\|75.05\|3.99\|77.77\|82.30\|71.12\|101849;2026-07-10\|68.40\|-8.86\|75.00\|75.76\|68.11\|91736;2026-07-13\|61.90\|-9.50\|67.29\|69.16\|61.50\|63128;2026-07-14\|64.30\|3.88\|62.47\|65.40\|60.51\|58945;2026-07-15\|60.07\|-6.58\|65.10\|65.48\|59.95\|45720;2026-07-16\|58.70\|-2.28\|58.77\|62.39\|57.00\|49268;2026-07-17\|52.43\|-10.68\|58.70\|58.70\|51.99\|53513;2026-07-20\|47.05\|-10.26\|53.61\|54.23\|45.43\|65871;2026-07-21\|51.83\|10.16\|48.00\|51.87\|41.77\|77004;2026-07-22\|50.85\|-1.89\|50.62\|53.78\|50.44\|62135;2026-07-23\|51.09\|0.47\|51.46\|52.48\|49.85\|38767;2026-07-24\|49.30\|-3.50\|50.47\|51.15\|48.63\|30544;2026-07-27\|51.85\|5.17\|49.31\|51.86\|48.22\|42608;2026-07-28\|48.88\|-5.73\|50.81\|51.80\|48.53\|37136;2026-07-29\|47.92\|-1.96\|48.71\|49.47\|45.69\|46010;2026-07-30\|44.30\|-7.55\|47.38\|48.06\|44.30\|45198;2026-07-31\|47.19\|6.52\|48.21\|50.47\|47.15\|50015;2026-08-03\|45.95\|-2.63\|46.99\|47.50\|45.30\|40366;2026-08-04\|49.17\|7.01\|46.16\|49.49\|46.16\|39632;2026-08-05\|51.66\|5.06\|48.90\|52.50\|48.14\|55982;2026-08-06\|54.48\|5.46\|51.00\|56.49\|50.50\|76484;2026-08-07\|59.18\|8.63\|54.00\|59.97\|53.96\|107922;2026-08-10\|55.78\|-5.75\|59.04\|59.07\|54.41\|81539;2026-08-11\|55.81\|0.05\|55.40\|56.58\|54.43\|56640;2026-08-12\|57.86\|3.67\|55.67\|58.39\|55.65\|55020;2026-08-13\|56.95\|-1.57\|58.85\|59.29\|56.86\|44152;2026-08-14\|57.90\|1.67\|57.40\|57.98\|56.33\|33162;2026-08-17\|61.65\|6.48\|57.80\|62.09\|57.75\|55245;2026-08-18\|60.88\|-1.25\|61.00\|61.52\|59.38\|42954;2026-08-19\|55.65\|-8.59\|59.05\|59.90\|55.18\|45250;2026-08-20\|56.64\|1.78\|56.58\|57.96\|55.61\|35101;2026-08-21\|56.92\|0.49\|56.00\|57.95\|55.06\|26685;2026-08-24\|55.44\|-2.60\|56.98\|57.62\|53.63\|33705;2026-08-25\|56.76\|2.38\|54.77\|57.12\|53.26\|30687;2026-08-26\|57.12\|0.63\|57.20\|58.35\|55.80\|36752;2026-08-27\|59.45\|4.08\|57.01\|60.38\|57.01\|44415;2026-08-28\|57.80\|-2.78\|59.45\|61.28\|57.70\|41551;2026-08-31\|60.67\|4.97\|56.46\|60.78\|56.20\|43829;2026-09-01\|58.13\|-4.19\|61.50\|61.66\|57.41\|40072;2026-09-02\|57.02\|-1.91\|57.00\|57.80\|56.81\|26622;2026-09-03\|58.41\|2.44\|57.80\|59.43\|57.26\|41507;2026-09-04\|56.70\|-2.93\|58.61\|60.00\|56.26\|35603;2026-09-07\|61.03\|7.64\|57.71\|61.22\|57.71\|66049;2026-09-08\|62.72\|2.77\|60.47\|64.68\|60.26\|74860;2026-09-09\|65.20\|3.95\|73.00\|73.00\|63.12\|150672;2026-09-10\|67.65\|3.76\|64.26\|70.00\|62.12\|135683;2026-09-11\|68.70\|1.55\|66.81\|69.90\|62.72\|129542;2026-09-14\|71.53\|4.12\|65.25\|73.14\|63.90\|129803;2026-09-15\|69.90\|-2.28\|70.00\|72.88\|69.35\|104362
115029	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|6.63\|-4.88\|6.97\|7.36\|6.61\|2955578
115028	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI算力PCB+存储芯片行业原因： 1、据财闻6月16日报道，隔夜美股存储赛道全面爆发，西部数据涨超16%创历史新高，美光科技涨超10%，提振A股存储板块情绪。 2、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3月31日年报，公司将AI服务器作为最核心战略增长方向，正推进材料向M9等级升级，并在泰国大规模投资建设AI算力高阶PCB扩产项目。 2、据2026年3月31日年报及2025年10月21日招股说明书，公司存储产品应用于机械硬盘、固态硬盘等，与希捷、西部数据、海力士等稳定合作，企业级固态硬盘迎来持续增长。 3、公司主营业务为印制电路板的研发、生产和销售，产品广泛应用于AI服务器、存储装置、汽车电子等领域，是国内少数具备多阶及任意层互连HDI量产能力的公司之一。	2025-10上市	2026-05-12\|96.62\|-3.09\|99.98\|99.98\|95.53\|37191;2026-05-13\|101.72\|5.28\|95.19\|102.68\|92.62\|61297;2026-05-14\|99.90\|-1.79\|101.71\|106.80\|99.50\|48650;2026-05-15\|93.33\|-6.58\|100.99\|100.99\|92.30\|52392;2026-05-18\|91.95\|-1.48\|94.81\|96.80\|91.65\|49190;2026-05-19\|92.32\|0.40\|91.66\|94.85\|88.40\|62547;2026-05-20\|94.61\|2.48\|92.97\|97.76\|92.35\|56716;2026-05-21\|91.17\|-3.64\|95.18\|99.70\|90.80\|56443;2026-05-22\|95.12\|4.33\|92.46\|95.88\|91.53\|55713;2026-05-25\|94.86\|-0.27\|96.01\|101.93\|94.20\|77693;2026-05-26\|94.23\|-0.66\|93.50\|96.76\|91.85\|57571;2026-05-27\|91.24\|-3.17\|95.00\|96.66\|90.00\|41368;2026-05-28\|94.79\|3.89\|90.74\|96.35\|89.30\|44153;2026-05-29\|90.61\|-4.41\|94.92\|95.07\|89.16\|47764;2026-06-01\|86.84\|-4.16\|90.66\|91.88\|86.58\|40653;2026-06-02\|87.07\|0.26\|88.30\|89.65\|84.28\|31629;2026-06-03\|85.74\|-1.53\|87.85\|89.46\|84.30\|29922;2026-06-04\|83.98\|-2.05\|85.06\|85.77\|82.15\|34718;2026-06-05\|82.00\|-2.36\|83.98\|86.10\|81.51\|31156;2026-06-08\|78.85\|-3.84\|79.00\|82.95\|77.67\|36308;2026-06-09\|83.20\|5.52\|80.70\|84.95\|80.02\|36735;2026-06-10\|80.50\|-3.25\|81.99\|82.91\|79.10\|26394;2026-06-11\|78.58\|-2.39\|79.35\|81.00\|77.67\|21320;2026-06-12\|83.98\|6.87\|81.00\|86.44\|81.00\|64661;2026-06-15\|85.59\|1.92\|83.57\|86.31\|82.88\|61550;2026-06-16\|94.15\|10.00\|85.61\|94.15\|85.61\|57412;2026-06-17\|102.97\|9.37\|95.58\|103.57\|94.44\|114073;2026-06-18\|101.18\|-1.74\|101.12\|103.56\|99.00\|57192;2026-06-22\|98.04\|-3.10\|102.00\|102.66\|96.54\|44903;2026-06-23\|93.72\|-4.41\|97.58\|97.58\|92.51\|35506;2026-06-24\|91.10\|-2.80\|90.99\|94.20\|89.23\|34626;2026-06-25\|92.87\|1.94\|91.59\|93.98\|89.80\|51998;2026-06-26\|89.00\|-4.17\|91.15\|93.13\|87.89\|46660;2026-06-29\|85.03\|-4.46\|88.89\|88.97\|82.00\|39312;2026-06-30\|89.09\|4.77\|85.54\|90.77\|85.29\|32848;2026-07-01\|89.10\|0.01\|89.59\|91.54\|87.40\|53837;2026-07-02\|87.13\|-2.21\|86.60\|92.00\|85.49\|49650;2026-07-03\|85.71\|-1.63\|87.01\|89.80\|85.22\|34265;2026-07-06\|85.53\|-0.21\|85.71\|87.80\|83.50\|35413;2026-07-07\|82.69\|-3.32\|85.53\|87.85\|81.68\|34061;2026-07-08\|79.50\|-3.67\|82.11\|82.99\|78.05\|27424;2026-07-09\|82.55\|3.84\|80.98\|82.82\|77.00\|34170;2026-07-10\|81.02\|-1.85\|82.88\|84.83\|81.00\|34223;2026-07-13\|78.48\|-3.13\|80.12\|83.30\|76.77\|35808;2026-07-14\|82.06\|4.56\|78.40\|82.77\|77.69\|38729;2026-07-15\|83.64\|1.93\|79.59\|84.77\|79.59\|46337;2026-07-16\|86.50\|3.42\|82.00\|88.50\|80.41\|56419;2026-07-17\|77.85\|-10.00\|86.01\|86.50\|77.85\|59190;2026-07-20\|72.52\|-6.85\|77.08\|78.78\|70.28\|51251;2026-07-21\|78.00\|7.56\|72.22\|78.47\|67.59\|40856;2026-07-22\|78.50\|0.64\|77.66\|80.75\|76.78\|27403;2026-07-23\|79.18\|0.87\|77.60\|80.88\|77.60\|21708;2026-07-24\|78.30\|-1.11\|78.01\|80.00\|77.04\|15981;2026-07-27\|80.15\|2.36\|78.32\|81.44\|77.00\|24512;2026-07-28\|76.70\|-4.30\|79.01\|80.67\|76.30\|22686;2026-07-29\|77.57\|1.13\|76.75\|78.28\|73.44\|24877;2026-07-30\|70.68\|-8.88\|77.00\|77.60\|70.23\|38026;2026-07-31\|74.00\|4.70\|74.00\|76.66\|73.12\|25537;2026-08-03\|74.12\|0.16\|73.98\|75.98\|72.20\|17725;2026-08-04\|78.01\|5.25\|75.25\|78.66\|74.10\|22295;2026-08-05\|83.76\|7.37\|77.62\|84.76\|77.20\|36231;2026-08-06\|83.05\|-0.85\|82.20\|84.81\|81.80\|24825;2026-08-07\|85.94\|3.48\|82.05\|86.77\|82.05\|28120;2026-08-10\|85.72\|-0.26\|89.04\|90.00\|82.71\|37529;2026-08-11\|89.55\|4.47\|84.43\|91.59\|84.37\|44741;2026-08-12\|91.65\|2.35\|89.53\|92.48\|89.00\|24460;2026-08-13\|91.84\|0.21\|92.56\|94.88\|91.66\|32727;2026-08-14\|95.69\|4.19\|92.95\|95.73\|91.00\|28861;2026-08-17\|96.37\|0.71\|95.63\|97.30\|94.50\|18709;2026-08-18\|96.37\|0.00\|96.30\|96.80\|92.29\|33756;2026-08-19\|91.06\|-5.51\|94.00\|94.46\|90.69\|36361;2026-08-20\|89.58\|-1.63\|92.06\|92.58\|89.11\|21363;2026-08-21\|91.88\|2.57\|90.00\|93.66\|87.81\|18183;2026-08-24\|89.93\|-2.12\|92.80\|92.80\|86.90\|16678;2026-08-25\|88.74\|-1.32\|88.27\|90.38\|86.78\|13124;2026-08-26\|88.16\|-0.65\|88.74\|89.49\|87.30\|15900;2026-08-27\|90.70\|2.88\|88.00\|90.90\|87.00\|19504;2026-08-28\|92.85\|2.37\|90.17\|94.15\|89.60\|20538;2026-08-31\|93.69\|0.90\|91.00\|94.58\|90.01\|17920;2026-09-01\|91.58\|-2.25\|93.37\|94.28\|91.38\|16408;2026-09-02\|89.82\|-1.92\|90.21\|91.18\|89.00\|10580;2026-09-03\|89.43\|-0.43\|90.09\|91.66\|87.90\|10441;2026-09-04\|88.00\|-1.60\|89.88\|91.91\|86.96\|16062;2026-09-07\|90.71\|3.08\|88.00\|90.91\|88.00\|13033;2026-09-08\|93.55\|3.13\|90.99\|96.60\|89.42\|23609;2026-09-09\|95.91\|2.52\|92.69\|96.00\|92.63\|20867;2026-09-10\|96.63\|0.75\|95.44\|98.20\|94.08\|16807;2026-09-11\|95.60\|-1.07\|94.75\|96.70\|91.80\|17399;2026-09-14\|97.51\|2.00\|94.64\|99.69\|93.12\|20116;2026-09-15\|96.86\|-0.67\|97.42\|98.86\|96.48\|12343
115027	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商，控股子公司大族数控研发、生产并销售PCB专用设备；一季报净利润同比上涨116.59%	2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393;2026-07-13\|117.27\|-10.00\|131.19\|131.29\|117.27\|642909;2026-07-14\|119.50\|1.90\|113.40\|121.98\|107.56\|805767;2026-07-15\|114.36\|-4.30\|121.80\|122.20\|113.88\|463302;2026-07-16\|108.10\|-5.47\|113.29\|115.13\|106.60\|429713;2026-07-17\|101.91\|-5.73\|107.50\|109.63\|100.00\|573796;2026-07-20\|91.72\|-10.00\|103.96\|105.00\|91.72\|576076;2026-07-21\|100.89\|10.00\|93.30\|100.89\|87.29\|528979;2026-07-22\|104.93\|4.00\|104.45\|109.88\|104.04\|614079;2026-07-23\|105.30\|0.35\|106.50\|109.38\|103.30\|416517;2026-07-24\|101.76\|-3.36\|102.10\|105.28\|100.19\|334198;2026-07-27\|103.32\|1.53\|101.77\|103.77\|98.00\|415139;2026-07-28\|94.17\|-8.86\|100.01\|102.51\|93.11\|414562;2026-07-29\|91.00\|-3.37\|94.07\|96.05\|86.73\|524942;2026-07-30\|81.90\|-10.00\|89.08\|90.75\|81.90\|538394;2026-07-31\|84.51\|3.19\|89.00\|90.09\|84.48\|559435;2026-08-03\|81.21\|-3.90\|84.01\|86.48\|80.80\|372412;2026-08-04\|88.25\|8.67\|82.29\|89.33\|80.32\|518675;2026-08-05\|94.80\|7.42\|87.37\|95.75\|86.50\|540095;2026-08-06\|95.20\|0.42\|92.30\|98.03\|90.75\|418075;2026-08-07\|99.75\|4.78\|95.20\|101.13\|94.75\|538213;2026-08-10\|95.91\|-3.85\|99.97\|100.90\|92.91\|434872;2026-08-11\|95.38\|-0.55\|94.66\|96.87\|93.28\|303574;2026-08-12\|94.30\|-1.13\|95.99\|97.96\|93.33\|436780;2026-08-13\|94.75\|0.48\|95.80\|99.71\|94.66\|498959;2026-08-14\|99.00\|4.49\|95.07\|99.49\|93.70\|426404;2026-08-17\|100.77\|1.79\|99.99\|100.77\|96.16\|517851;2026-08-18\|98.00\|-2.75\|100.78\|101.58\|95.85\|469734;2026-08-19\|88.20\|-10.00\|94.16\|95.89\|88.20\|576094;2026-08-20\|91.56\|3.81\|89.31\|92.08\|87.13\|457040;2026-08-21\|90.90\|-0.72\|91.00\|93.00\|88.81\|304282;2026-08-24\|86.10\|-5.28\|92.32\|92.68\|83.26\|437852;2026-08-25\|85.05\|-1.22\|84.04\|86.66\|82.33\|304219;2026-08-26\|85.68\|0.74\|85.62\|87.06\|83.01\|273370;2026-08-27\|90.00\|5.04\|87.02\|90.58\|85.89\|360572;2026-08-28\|87.62\|-2.64\|89.81\|90.85\|87.55\|251760;2026-08-31\|96.38\|10.00\|86.47\|96.38\|85.73\|579100;2026-09-01\|94.60\|-1.85\|97.37\|99.50\|94.02\|712310;2026-09-02\|93.39\|-1.28\|95.50\|95.50\|91.00\|475494;2026-09-03\|93.00\|-0.42\|94.40\|95.19\|90.90\|456320;2026-09-04\|87.67\|-5.73\|94.00\|94.59\|86.86\|504674;2026-09-07\|93.77\|6.96\|89.34\|96.38\|89.01\|609500;2026-09-08\|95.72\|2.08\|94.12\|97.50\|92.17\|662568;2026-09-09\|94.85\|-0.91\|95.01\|97.70\|93.80\|533787;2026-09-10\|94.78\|-0.07\|95.03\|96.64\|93.20\|387220;2026-09-11\|92.85\|-2.04\|92.22\|93.98\|89.40\|380266;2026-09-14\|92.28\|-0.61\|91.01\|93.45\|88.71\|276047;2026-09-15\|93.60\|1.43\|91.61\|96.50\|91.61\|391671
115026	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB概念+境外营收增长+大冰箱ODM 行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月28日互动易，公司子公司无量智能提供PCBA电路板加工制造等服务，产品应用于智能家电、汽车电子等领域。 2、据2026年5月12日及2026年5月28日互动易，公司2025年境外业务收入同比增长25.73%，收入占比达45.92%，2026年一季度境外主营收入同比增长39.66%，持续高增。 3、据2026年5月28日互动易，公司主营400L以上大冰箱和商用展示柜ODM业务，与海信、美的、伊莱克斯、小米等知名品牌商保持长期合作。	子公司无量智能提供PCBA电路板加工制造等服务，产品应用于智能家电、汽车电子等领域	2026-05-12\|14.45\|-1.57\|14.68\|14.85\|14.32\|46889;2026-05-13\|14.40\|-0.35\|14.46\|14.55\|14.24\|40373;2026-05-14\|14.39\|-0.07\|14.48\|14.54\|14.24\|33495;2026-05-15\|14.28\|-0.76\|14.39\|14.55\|14.11\|41260;2026-05-18\|14.45\|1.19\|14.36\|14.57\|14.22\|41949;2026-05-19\|14.37\|-0.55\|14.45\|14.65\|14.22\|28453;2026-05-20\|14.19\|-1.25\|14.37\|14.38\|14.04\|24524;2026-05-21\|13.80\|-2.75\|14.21\|14.41\|13.56\|33095;2026-05-22\|13.97\|1.23\|13.81\|14.10\|13.58\|35601;2026-05-25\|13.83\|-1.00\|14.12\|14.24\|13.65\|34275;2026-05-26\|13.52\|-2.24\|13.82\|13.82\|13.37\|47087;2026-05-27\|12.86\|-4.88\|13.60\|13.60\|12.64\|66847;2026-05-28\|12.77\|0.87\|12.75\|12.89\|12.40\|39409;2026-05-29\|12.49\|-2.19\|12.77\|12.98\|12.37\|41056;2026-06-01\|12.99\|4.00\|12.71\|13.13\|12.24\|54932;2026-06-02\|12.58\|-3.16\|12.99\|13.08\|12.46\|36689;2026-06-03\|12.35\|-1.83\|12.60\|12.64\|12.29\|35678;2026-06-04\|12.05\|-2.43\|12.36\|12.45\|11.91\|29586;2026-06-05\|12.26\|1.74\|12.05\|12.48\|11.85\|42257;2026-06-08\|12.00\|-2.12\|11.91\|12.46\|11.85\|42981;2026-06-09\|11.98\|-0.17\|12.06\|12.17\|11.79\|31858;2026-06-10\|11.77\|-1.75\|11.90\|12.05\|11.62\|32485;2026-06-11\|11.73\|-0.34\|11.81\|11.89\|11.53\|27852;2026-06-12\|11.79\|0.51\|11.84\|11.96\|11.60\|36510;2026-06-15\|11.74\|-0.42\|11.80\|12.10\|11.67\|51311;2026-06-16\|12.91\|9.97\|11.75\|12.91\|11.62\|89864;2026-06-17\|13.07\|1.24\|12.72\|13.65\|12.50\|213160;2026-06-18\|12.60\|-3.60\|12.95\|13.27\|12.59\|104718;2026-06-22\|13.09\|3.89\|12.71\|13.14\|12.63\|78269;2026-06-23\|12.86\|-1.76\|13.24\|13.50\|12.80\|56139;2026-06-24\|13.11\|1.94\|12.73\|13.37\|12.72\|60322;2026-06-25\|12.88\|-1.75\|13.09\|13.44\|12.48\|54992;2026-06-26\|12.64\|-1.86\|12.78\|13.39\|12.52\|68800;2026-06-29\|12.50\|-1.11\|12.69\|13.08\|12.33\|59904;2026-06-30\|12.77\|2.16\|12.43\|12.79\|12.26\|52900;2026-07-01\|13.02\|1.96\|12.70\|13.14\|12.56\|53323;2026-07-02\|13.04\|0.15\|12.93\|13.34\|12.85\|48298;2026-07-03\|13.38\|2.61\|13.02\|13.56\|12.91\|71194;2026-07-06\|13.28\|-0.75\|13.60\|14.35\|13.09\|83999;2026-07-07\|12.80\|-3.61\|13.32\|13.39\|12.80\|50751;2026-07-08\|12.40\|-3.12\|12.87\|12.88\|12.37\|40345;2026-07-09\|12.17\|-1.85\|12.48\|12.49\|11.92\|43088;2026-07-10\|12.03\|-1.15\|12.17\|12.42\|11.95\|40122;2026-07-13\|11.44\|-4.90\|12.10\|12.13\|11.37\|52042;2026-07-14\|11.69\|2.19\|11.50\|11.87\|11.30\|43616;2026-07-15\|11.90\|1.80\|11.60\|11.92\|11.50\|40943;2026-07-16\|12.02\|1.01\|11.80\|12.32\|11.75\|39550;2026-07-17\|11.54\|-3.99\|12.00\|12.46\|11.46\|47134;2026-07-20\|11.01\|-4.59\|11.54\|11.77\|10.75\|58273;2026-07-21\|10.80\|-1.91\|11.01\|11.13\|10.30\|51300;2026-07-22\|10.42\|-3.52\|10.78\|10.83\|10.30\|36093;2026-07-23\|10.61\|1.82\|10.42\|10.63\|10.33\|29875;2026-07-24\|10.44\|-1.60\|10.55\|10.68\|10.38\|22007;2026-07-27\|10.75\|2.97\|10.43\|10.80\|10.41\|21615;2026-07-28\|10.99\|2.23\|10.75\|11.01\|10.65\|28828;2026-07-29\|11.48\|4.46\|10.98\|11.50\|10.88\|36915;2026-07-30\|11.37\|-0.96\|11.44\|11.75\|11.27\|36302;2026-07-31\|11.42\|0.44\|11.36\|11.57\|11.35\|30571;2026-08-03\|11.72\|2.63\|11.47\|11.74\|11.33\|25895;2026-08-04\|11.60\|-1.02\|11.75\|11.88\|11.58\|34190;2026-08-05\|11.63\|0.26\|11.67\|11.75\|11.48\|29421;2026-08-06\|11.73\|0.86\|11.63\|11.75\|11.50\|24051;2026-08-07\|11.72\|-0.09\|11.84\|11.84\|11.44\|20098;2026-08-10\|12.08\|3.07\|11.72\|12.12\|11.59\|25327;2026-08-11\|12.08\|0.00\|12.05\|12.17\|11.86\|21130;2026-08-12\|12.20\|0.99\|12.07\|12.28\|12.01\|18025;2026-08-13\|12.09\|-0.90\|12.18\|12.28\|12.08\|19375;2026-08-14\|12.05\|-0.33\|12.05\|12.18\|11.94\|20164;2026-08-17\|12.23\|1.49\|12.14\|12.26\|11.97\|20048;2026-08-18\|12.14\|-0.74\|12.21\|12.25\|12.04\|17619;2026-08-19\|11.96\|-1.48\|12.04\|12.15\|11.87\|31121;2026-08-20\|12.15\|1.59\|12.00\|12.25\|11.99\|25561;2026-08-21\|12.12\|-0.25\|12.05\|12.13\|11.88\|20066;2026-08-24\|11.95\|-1.40\|12.11\|12.11\|11.83\|22172;2026-08-25\|12.34\|3.26\|11.94\|12.35\|11.84\|28095;2026-08-26\|12.17\|-1.38\|12.33\|12.34\|12.00\|29849;2026-08-27\|12.14\|-0.25\|12.07\|12.15\|11.92\|30989;2026-08-28\|12.24\|0.82\|12.13\|12.27\|12.09\|24187;2026-08-31\|12.28\|0.33\|12.12\|12.33\|12.07\|31125;2026-09-01\|12.25\|-0.24\|12.28\|12.38\|12.10\|32738;2026-09-02\|12.28\|0.24\|12.21\|12.35\|12.06\|24451;2026-09-03\|12.03\|-2.04\|12.34\|12.42\|12.03\|25706;2026-09-04\|11.98\|-0.42\|12.11\|12.20\|11.92\|18865;2026-09-07\|12.11\|1.09\|12.03\|12.17\|11.94\|24835;2026-09-08\|12.21\|0.83\|12.07\|12.22\|11.98\|16559;2026-09-09\|12.20\|-0.08\|12.08\|12.27\|12.08\|22052;2026-09-10\|11.92\|-2.30\|12.17\|12.17\|11.91\|18252;2026-09-11\|11.79\|-1.09\|11.90\|11.95\|11.48\|27782;2026-09-14\|11.75\|-0.34\|11.65\|11.90\|11.52\|32427;2026-09-15\|11.34\|-3.49\|11.69\|11.75\|11.29\|28170
115025	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	高速电子树脂+覆铜板上游+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583;2026-09-09\|47.17\|-0.51\|47.90\|48.31\|46.71\|345859;2026-09-10\|48.59\|3.01\|46.50\|49.45\|46.04\|590587;2026-09-11\|47.72\|-1.79\|46.97\|48.45\|44.86\|581239;2026-09-14\|48.29\|1.19\|46.92\|48.97\|45.82\|453576;2026-09-15\|49.37\|2.24\|48.00\|50.94\|47.80\|619344
115024	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机	2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.84\|-3.59\|5.08\|5.08\|4.79\|775476;2026-07-16\|4.48\|-7.44\|4.75\|4.80\|4.43\|900383;2026-07-17\|4.07\|-9.15\|4.53\|4.54\|4.03\|976028;2026-07-20\|3.66\|-10.07\|4.15\|4.19\|3.66\|1041495;2026-07-21\|3.97\|8.47\|3.74\|3.98\|3.29\|1340240;2026-07-22\|3.86\|-2.77\|3.90\|4.10\|3.82\|952562;2026-07-23\|3.91\|1.30\|3.88\|4.08\|3.81\|731508;2026-07-24\|3.83\|-2.05\|3.90\|4.01\|3.76\|680924;2026-07-27\|4.06\|6.01\|3.85\|4.07\|3.78\|906505;2026-07-28\|3.89\|-4.19\|4.06\|4.22\|3.86\|950720;2026-07-29\|3.84\|-1.29\|3.89\|3.91\|3.67\|921646;2026-07-30\|3.62\|-5.73\|3.81\|3.88\|3.58\|782394;2026-07-31\|3.82\|5.52\|3.80\|3.95\|3.80\|1027734;2026-08-03\|3.87\|1.31\|3.80\|3.87\|3.76\|694222;2026-08-04\|4.05\|4.65\|3.88\|4.07\|3.84\|784213;2026-08-05\|4.28\|5.68\|4.06\|4.29\|4.02\|902623;2026-08-06\|4.35\|1.64\|4.20\|4.38\|4.18\|860654;2026-08-07\|4.45\|2.30\|4.35\|4.48\|4.19\|870881;2026-08-10\|4.44\|-0.22\|4.50\|4.57\|4.28\|888195;2026-08-11\|4.36\|-1.80\|4.37\|4.45\|4.33\|581067;2026-08-12\|4.47\|2.52\|4.35\|4.48\|4.34\|568064;2026-08-13\|4.31\|-3.58\|4.50\|4.56\|4.30\|627742;2026-08-14\|4.42\|2.55\|4.33\|4.43\|4.29\|540511;2026-08-17\|4.86\|9.95\|4.51\|4.86\|4.46\|625425;2026-08-18\|4.53\|-6.79\|4.86\|4.87\|4.46\|1848624;2026-08-19\|4.10\|-9.49\|4.45\|4.49\|4.08\|1124028;2026-08-20\|4.15\|1.22\|4.20\|4.24\|4.10\|711228;2026-08-21\|4.25\|2.41\|4.16\|4.27\|4.03\|604589;2026-08-24\|4.08\|-4.00\|4.23\|4.24\|3.98\|690531;2026-08-25\|4.25\|4.17\|4.01\|4.28\|3.96\|711928;2026-08-26\|4.24\|-0.24\|4.30\|4.30\|4.11\|532758;2026-08-27\|4.35\|2.59\|4.21\|4.38\|4.20\|578273;2026-08-28\|4.31\|-0.92\|4.36\|4.45\|4.29\|677613;2026-08-31\|4.36\|1.16\|4.22\|4.36\|4.20\|491131;2026-09-01\|4.30\|-1.38\|4.40\|4.40\|4.26\|494802;2026-09-02\|4.23\|-1.63\|4.26\|4.29\|4.17\|469182;2026-09-03\|4.18\|-1.18\|4.25\|4.28\|4.10\|435986;2026-09-04\|4.07\|-2.63\|4.21\|4.29\|4.05\|548214;2026-09-07\|4.11\|0.98\|4.08\|4.28\|4.08\|602472;2026-09-08\|4.13\|0.49\|4.10\|4.22\|4.09\|565738;2026-09-09\|4.17\|0.97\|4.13\|4.22\|4.10\|467775;2026-09-10\|4.15\|-0.48\|4.12\|4.51\|4.10\|1218713;2026-09-11\|4.18\|0.72\|4.09\|4.24\|3.93\|1103660;2026-09-14\|4.45\|6.46\|4.12\|4.57\|4.07\|1962999;2026-09-15\|4.29\|-3.60\|4.42\|4.55\|4.28\|1143101
115023	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|231831;2026-09-10\|50.35\|5.96\|46.51\|52.27\|46.51\|479496;2026-09-11\|50.00\|-0.70\|48.50\|51.20\|46.20\|481398;2026-09-14\|54.00\|8.00\|47.91\|55.00\|46.81\|550510;2026-09-15\|54.20\|0.37\|53.95\|56.50\|53.60\|435608
115022	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-05-12\|40.44\|-1.39\|41.14\|42.10\|39.60\|80114;2026-05-13\|40.00\|-1.09\|40.60\|41.73\|39.62\|91598;2026-05-14\|38.00\|-5.00\|40.05\|40.30\|37.93\|84344;2026-05-15\|36.98\|-2.68\|38.00\|38.83\|36.65\|65996;2026-05-18\|37.10\|0.32\|36.81\|38.00\|36.11\|61348;2026-05-19\|44.52\|20.00\|36.81\|44.52\|36.24\|114927;2026-05-20\|43.40\|-2.52\|45.51\|45.98\|42.08\|145517;2026-05-21\|40.89\|-5.78\|43.41\|45.27\|40.60\|118388;2026-05-22\|46.47\|13.65\|41.40\|48.11\|41.25\|178911;2026-05-25\|45.76\|-1.53\|47.21\|48.38\|44.82\|165851;2026-05-26\|46.22\|1.01\|44.27\|48.35\|44.27\|140356;2026-05-27\|44.02\|-4.76\|46.06\|46.33\|43.10\|109463;2026-05-28\|47.20\|7.22\|43.56\|47.77\|43.18\|135448;2026-05-29\|46.24\|-2.03\|46.28\|49.90\|44.50\|147193;2026-06-01\|43.19\|-6.60\|45.03\|46.67\|43.02\|105851;2026-06-02\|43.00\|-0.44\|43.03\|44.74\|41.25\|85693;2026-06-03\|41.76\|-2.88\|42.31\|42.95\|40.90\|84969;2026-06-04\|41.70\|-0.14\|40.70\|42.41\|40.50\|74782;2026-06-05\|41.54\|-0.38\|41.29\|43.57\|40.08\|79715;2026-06-08\|39.61\|-4.65\|39.46\|41.08\|38.59\|69301;2026-06-09\|44.29\|11.82\|41.01\|44.95\|40.12\|112570;2026-06-10\|47.60\|7.47\|43.50\|51.47\|43.24\|147857;2026-06-11\|47.17\|-0.90\|47.00\|48.19\|45.76\|119086;2026-06-12\|56.60\|19.99\|47.69\|56.60\|47.36\|153795;2026-06-15\|67.92\|20.00\|61.51\|67.92\|61.51\|65497;2026-06-16\|81.50\|19.99\|78.41\|81.50\|75.70\|273231;2026-06-17\|79.89\|-1.98\|76.26\|82.00\|76.26\|193868;2026-06-18\|78.64\|-1.56\|78.29\|79.60\|76.91\|140109;2026-06-22\|77.48\|-1.48\|78.60\|79.21\|75.01\|126545;2026-06-23\|71.62\|-7.56\|75.03\|75.94\|71.00\|126722;2026-06-24\|75.50\|5.42\|71.40\|76.85\|71.40\|140812;2026-06-25\|74.88\|-0.82\|73.05\|76.30\|72.00\|115221;2026-06-26\|70.70\|-5.58\|72.37\|73.90\|69.01\|91970;2026-06-29\|67.31\|-4.79\|70.71\|71.71\|65.98\|93763;2026-06-30\|68.00\|1.03\|66.64\|68.99\|66.50\|70020;2026-07-01\|65.02\|-4.38\|66.95\|69.28\|64.49\|90535;2026-07-02\|60.80\|-6.49\|63.75\|64.99\|60.44\|70091;2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406;2026-07-13\|45.70\|-10.72\|50.68\|51.88\|45.62\|65398;2026-07-14\|51.86\|13.48\|46.53\|52.62\|45.99\|145853;2026-07-15\|48.50\|-6.48\|52.01\|53.99\|48.16\|137929;2026-07-16\|58.20\|20.00\|49.00\|58.20\|48.51\|110575;2026-07-17\|49.58\|-14.81\|53.23\|54.88\|47.40\|253234;2026-07-20\|39.66\|-20.01\|50.50\|50.68\|39.66\|180971;2026-07-21\|41.99\|5.87\|38.37\|42.33\|32.38\|229259;2026-07-22\|39.59\|-5.72\|39.69\|42.50\|39.20\|164673;2026-07-23\|39.45\|-0.35\|39.58\|41.80\|38.95\|99031;2026-07-24\|38.39\|-2.69\|38.60\|40.60\|38.03\|84335;2026-07-27\|41.52\|8.15\|38.53\|41.86\|37.60\|98681;2026-07-28\|40.72\|-1.93\|40.57\|44.99\|40.11\|128528;2026-07-29\|40.18\|-1.33\|40.72\|43.38\|38.25\|147097;2026-07-30\|36.70\|-8.66\|38.51\|40.42\|36.47\|117728;2026-07-31\|38.19\|4.06\|40.00\|41.30\|38.10\|111432;2026-08-03\|38.14\|-0.13\|38.01\|40.11\|37.55\|85830;2026-08-04\|41.44\|8.65\|38.50\|41.66\|37.71\|100073;2026-08-05\|44.00\|6.18\|41.06\|44.66\|40.32\|112425;2026-08-06\|45.11\|2.52\|42.64\|46.10\|42.25\|111289;2026-08-07\|49.80\|10.40\|46.20\|53.38\|45.30\|206425;2026-08-10\|47.74\|-4.14\|49.72\|50.23\|46.60\|159620;2026-08-11\|47.49\|-0.52\|46.71\|48.88\|46.71\|97747;2026-08-12\|49.15\|3.50\|46.96\|49.66\|46.96\|78243;2026-08-13\|47.77\|-2.81\|49.47\|50.26\|47.74\|80765;2026-08-14\|49.19\|2.97\|47.77\|49.30\|47.47\|63810;2026-08-17\|51.35\|4.39\|49.20\|51.52\|48.78\|76112;2026-08-18\|50.45\|-1.75\|50.91\|51.82\|49.30\|62930;2026-08-19\|45.77\|-9.28\|48.97\|49.20\|45.33\|58756;2026-08-20\|45.91\|0.31\|46.78\|47.77\|45.31\|48578;2026-08-21\|46.85\|2.05\|45.35\|47.99\|44.29\|49642;2026-08-24\|45.05\|-3.84\|46.40\|46.71\|43.28\|47651;2026-08-25\|45.90\|1.89\|44.00\|46.81\|42.80\|48054;2026-08-26\|44.66\|-2.70\|46.03\|46.13\|43.10\|49925;2026-08-27\|46.63\|4.41\|44.67\|47.45\|44.00\|54815;2026-08-28\|46.22\|-0.88\|46.07\|47.85\|46.07\|53622;2026-08-31\|48.58\|5.11\|44.86\|49.46\|44.75\|71796;2026-09-01\|45.60\|-6.13\|48.61\|48.65\|45.09\|63192;2026-09-02\|44.32\|-2.81\|45.00\|45.35\|43.95\|36049;2026-09-03\|44.38\|0.14\|44.99\|45.28\|43.29\|32269;2026-09-04\|42.70\|-3.79\|44.96\|46.00\|42.23\|41473;2026-09-07\|46.74\|9.46\|43.20\|47.15\|42.70\|75200;2026-09-08\|46.45\|-0.62\|46.46\|48.50\|46.03\|56668;2026-09-09\|49.00\|5.49\|47.91\|51.00\|46.60\|110087;2026-09-10\|56.49\|15.29\|48.17\|58.80\|47.93\|203043;2026-09-11\|60.60\|7.28\|57.07\|64.28\|56.50\|269707;2026-09-14\|58.88\|-2.84\|58.62\|60.34\|56.21\|194876;2026-09-15\|58.50\|-0.65\|58.70\|61.78\|57.66\|199113
115021	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|53.77\|1.86\|52.70\|55.38\|52.55\|621451
115020	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944;2026-07-20\|144.25\|-10.00\|165.60\|167.48\|144.25\|154632;2026-07-21\|158.68\|10.00\|152.13\|158.68\|134.01\|144641;2026-07-22\|155.06\|-2.28\|159.12\|169.50\|154.00\|173917;2026-07-23\|153.83\|-0.79\|158.16\|167.90\|152.35\|142799;2026-07-24\|145.77\|-5.24\|150.81\|152.00\|144.21\|117743;2026-07-27\|160.35\|10.00\|147.67\|160.35\|144.39\|223604;2026-07-28\|148.64\|-7.30\|157.31\|164.60\|146.50\|204637;2026-07-29\|139.07\|-6.44\|148.63\|154.99\|133.97\|256380;2026-07-30\|125.16\|-10.00\|134.11\|138.99\|125.16\|223602;2026-07-31\|128.13\|2.37\|137.50\|137.68\|127.52\|254006;2026-08-03\|115.32\|-10.00\|124.84\|127.00\|115.32\|248186;2026-08-04\|125.55\|8.87\|118.00\|126.85\|112.60\|279474;2026-08-05\|138.11\|10.00\|123.18\|138.11\|122.36\|216274;2026-08-06\|148.74\|7.70\|138.00\|150.98\|137.02\|316551;2026-08-07\|158.80\|6.76\|149.36\|163.61\|146.20\|387872;2026-08-10\|157.54\|-0.79\|161.50\|165.58\|149.70\|323480;2026-08-11\|152.82\|-3.00\|151.01\|158.97\|149.03\|213864;2026-08-12\|154.49\|1.09\|152.79\|156.55\|149.79\|192038;2026-08-13\|151.68\|-1.82\|156.88\|160.90\|151.30\|217284;2026-08-14\|154.18\|1.65\|151.00\|156.50\|145.50\|233956;2026-08-17\|160.93\|4.38\|156.50\|162.23\|154.19\|232989;2026-08-18\|157.22\|-2.31\|162.50\|164.51\|153.77\|195901;2026-08-19\|141.50\|-10.00\|150.00\|152.50\|141.50\|184247;2026-08-20\|137.40\|-2.90\|141.50\|142.00\|135.01\|183895;2026-08-21\|140.41\|2.19\|137.42\|143.03\|134.31\|145910;2026-08-24\|133.90\|-4.64\|140.00\|140.15\|129.86\|129593;2026-08-25\|133.16\|-0.55\|130.53\|135.90\|127.46\|109448;2026-08-26\|133.92\|0.57\|134.23\|135.57\|129.97\|102669;2026-08-27\|140.76\|5.11\|135.89\|141.80\|133.70\|135429;2026-08-28\|139.17\|-1.13\|138.50\|144.18\|138.01\|138586;2026-08-31\|147.55\|6.02\|133.74\|149.74\|133.34\|192952;2026-09-01\|138.60\|-6.07\|150.21\|151.99\|134.87\|229139;2026-09-02\|136.30\|-1.66\|134.64\|141.32\|134.64\|134701;2026-09-03\|134.10\|-1.61\|137.12\|138.00\|132.34\|111188;2026-09-04\|120.69\|-10.00\|134.90\|135.50\|120.69\|266534;2026-09-07\|123.82\|2.59\|120.00\|126.65\|118.73\|256526;2026-09-08\|126.78\|2.39\|123.08\|132.87\|123.00\|200568;2026-09-09\|128.25\|1.16\|128.79\|131.54\|126.76\|137814;2026-09-10\|129.10\|0.66\|127.00\|134.50\|125.48\|171251;2026-09-11\|129.80\|0.54\|127.43\|130.89\|123.05\|159651;2026-09-14\|130.67\|0.67\|127.63\|133.75\|124.35\|144522;2026-09-15\|138.23\|5.79\|131.00\|143.74\|131.00\|328017
115019	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+PCB+风电纱行业原因： 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、据证券时报2026年6月15日报道，电子布价格已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。公司最终控制人为山东省人民政府国有资产监督管理委员会，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235;2026-07-13\|15.33\|-8.48\|16.33\|16.65\|15.33\|389570;2026-07-14\|16.54\|7.89\|15.60\|16.86\|15.25\|500439;2026-07-15\|15.85\|-4.17\|16.81\|17.17\|15.85\|395671;2026-07-16\|14.84\|-6.37\|15.30\|15.80\|14.75\|298033;2026-07-17\|13.69\|-7.75\|14.84\|14.98\|13.40\|305591;2026-07-20\|12.32\|-10.01\|13.96\|14.18\|12.32\|254270;2026-07-21\|13.23\|7.39\|12.32\|13.25\|11.09\|429635;2026-07-22\|13.20\|-0.23\|13.00\|13.73\|12.80\|402024;2026-07-23\|13.24\|0.30\|13.36\|13.78\|12.81\|297130;2026-07-24\|12.71\|-4.00\|12.98\|13.30\|12.68\|217949;2026-07-27\|13.98\|9.99\|12.99\|13.98\|12.64\|377641;2026-07-28\|13.14\|-6.01\|13.80\|14.10\|13.08\|403628;2026-07-29\|12.99\|-1.14\|13.29\|13.97\|12.64\|442004;2026-07-30\|12.40\|-4.54\|12.91\|13.13\|12.04\|383690;2026-07-31\|12.67\|2.18\|13.19\|13.43\|12.65\|416333;2026-08-03\|12.14\|-4.18\|12.44\|12.61\|11.92\|298389;2026-08-04\|12.91\|6.34\|12.33\|12.96\|11.95\|329475;2026-08-05\|13.85\|7.28\|12.78\|14.05\|12.75\|421668;2026-08-06\|14.43\|4.19\|13.83\|14.67\|13.83\|505586;2026-08-07\|15.09\|4.57\|14.44\|15.36\|14.23\|601619;2026-08-10\|14.79\|-1.99\|15.15\|15.25\|14.44\|419408;2026-08-11\|14.82\|0.20\|14.58\|15.12\|14.54\|316014;2026-08-12\|14.95\|0.88\|14.75\|15.04\|14.59\|240353;2026-08-13\|14.51\|-2.94\|15.08\|15.23\|14.50\|253140;2026-08-14\|15.11\|4.14\|14.57\|15.28\|14.56\|416302;2026-08-17\|15.76\|4.30\|15.15\|16.60\|15.15\|569804;2026-08-18\|15.37\|-2.47\|15.70\|16.18\|15.10\|498397;2026-08-19\|14.21\|-7.55\|14.71\|15.68\|14.01\|353083;2026-08-20\|13.95\|-1.83\|14.46\|14.48\|13.81\|267886;2026-08-21\|14.19\|1.72\|13.88\|14.24\|13.50\|258435;2026-08-24\|13.75\|-3.10\|14.10\|14.20\|13.38\|228707;2026-08-25\|13.71\|-0.29\|13.47\|13.91\|13.09\|175638;2026-08-26\|13.70\|-0.07\|13.74\|13.81\|13.32\|174646;2026-08-27\|14.13\|3.14\|13.78\|14.26\|13.73\|239263;2026-08-28\|15.54\|9.98\|14.14\|15.54\|14.06\|417288;2026-08-31\|15.13\|-2.64\|15.06\|15.30\|14.81\|526077;2026-09-01\|14.51\|-4.10\|15.59\|15.72\|14.50\|512657;2026-09-02\|15.96\|9.99\|14.36\|15.96\|14.15\|616805;2026-09-03\|15.60\|-2.26\|16.05\|16.26\|15.47\|823365;2026-09-04\|14.67\|-5.96\|15.80\|15.82\|14.55\|571181;2026-09-07\|15.53\|5.86\|14.84\|15.86\|14.66\|650404;2026-09-08\|15.43\|-0.64\|15.82\|15.88\|15.22\|501752;2026-09-09\|16.34\|5.90\|15.54\|16.48\|15.33\|751927;2026-09-10\|17.32\|6.00\|16.29\|17.97\|16.29\|1114887;2026-09-11\|18.47\|6.64\|17.28\|18.65\|16.27\|1068845;2026-09-14\|18.16\|-1.68\|17.42\|19.48\|17.00\|970376;2026-09-15\|16.99\|-6.44\|17.46\|18.88\|16.85\|882627
115018	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|12.13\|9.97\|10.91\|12.13\|10.90\|1941725
115017	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|24.98\|3.05\|24.07\|26.66\|24.07\|434810
115016	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|18.81\|0.00\|18.46\|19.48\|18.46\|1256881
115015	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	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	2026-05-12\|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;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532
115014	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.90\|-8.53\|6.34\|6.39\|5.84\|935439;2026-07-14\|6.25\|5.93\|5.98\|6.27\|5.76\|1099793;2026-07-15\|6.00\|-4.00\|6.28\|6.31\|5.96\|672764;2026-07-16\|5.58\|-7.00\|5.88\|5.94\|5.53\|843580;2026-07-17\|5.16\|-7.53\|5.51\|5.61\|5.10\|911781;2026-07-20\|4.65\|-9.88\|5.25\|5.26\|4.64\|1194812;2026-07-21\|4.94\|6.24\|4.65\|4.99\|4.34\|1421068;2026-07-22\|4.76\|-3.64\|4.88\|4.96\|4.71\|850664;2026-07-23\|4.80\|0.84\|4.78\|4.92\|4.73\|678173;2026-07-24\|4.71\|-1.88\|4.70\|4.91\|4.69\|636617;2026-07-27\|4.94\|4.88\|4.74\|4.95\|4.69\|815432;2026-07-28\|4.68\|-5.26\|4.88\|4.98\|4.62\|740627;2026-07-29\|4.69\|0.21\|4.63\|4.74\|4.53\|882568;2026-07-30\|4.49\|-4.26\|4.62\|4.72\|4.48\|853230;2026-07-31\|4.58\|2.00\|4.69\|4.89\|4.57\|1099803;2026-08-03\|4.59\|0.22\|4.56\|4.65\|4.51\|657897;2026-08-04\|4.73\|3.05\|4.62\|4.77\|4.60\|729739;2026-08-05\|4.97\|5.07\|4.72\|5.00\|4.68\|923361;2026-08-06\|5.01\|0.80\|4.92\|5.04\|4.84\|810032;2026-08-07\|5.51\|9.98\|5.00\|5.51\|4.91\|1529387;2026-08-10\|5.31\|-3.63\|5.52\|5.53\|5.16\|2581126;2026-08-11\|5.35\|0.75\|5.30\|5.49\|5.21\|1970497;2026-08-12\|5.30\|-0.93\|5.44\|5.48\|5.26\|1285296;2026-08-13\|5.17\|-2.45\|5.30\|5.37\|5.16\|1101493;2026-08-14\|5.31\|2.71\|5.22\|5.50\|5.20\|1270733;2026-08-17\|5.59\|5.27\|5.36\|5.68\|5.35\|1710023;2026-08-18\|5.50\|-1.61\|5.60\|5.85\|5.47\|1761919;2026-08-19\|5.23\|-4.91\|5.40\|5.72\|5.17\|1570634;2026-08-20\|5.09\|-2.68\|5.25\|5.27\|5.03\|1244958;2026-08-21\|5.51\|8.25\|5.07\|5.60\|4.99\|2724790;2026-08-24\|5.37\|-2.54\|5.50\|5.55\|5.23\|1605772;2026-08-25\|5.28\|-1.68\|5.27\|5.36\|5.17\|1136096;2026-08-26\|5.32\|0.76\|5.24\|5.36\|5.15\|969542;2026-08-27\|5.59\|5.08\|5.28\|5.61\|5.26\|1282566;2026-08-28\|5.67\|1.43\|5.54\|5.72\|5.53\|1166723;2026-08-31\|5.68\|0.18\|5.60\|5.69\|5.53\|920150;2026-09-01\|5.59\|-1.58\|5.69\|5.69\|5.53\|881910;2026-09-02\|5.59\|0.00\|5.57\|5.80\|5.56\|1497248;2026-09-03\|5.51\|-1.43\|5.66\|5.69\|5.42\|848054;2026-09-04\|5.39\|-2.18\|5.55\|5.71\|5.34\|1085864;2026-09-07\|5.50\|2.04\|5.43\|5.57\|5.43\|873365;2026-09-08\|5.81\|5.64\|5.52\|5.93\|5.49\|1731964;2026-09-09\|5.88\|1.20\|5.82\|5.92\|5.73\|1370301;2026-09-10\|5.77\|-1.87\|5.88\|6.06\|5.75\|1295412;2026-09-11\|5.71\|-1.04\|5.70\|5.78\|5.49\|1196684;2026-09-14\|5.65\|-1.05\|5.67\|5.76\|5.55\|682403;2026-09-15\|5.48\|-3.01\|5.60\|5.65\|5.46\|976102
114838	其它归类	电子化学品+顺酐酸酐衍生物+OLED材料行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2026年6月30日互动易，公司主要从事顺酐酸酐衍生物、功能材料中间体等精细化学品的研发、生产、销售，产品广泛应用于电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等多个领域。公司不生产光刻胶，相关中间体研发工作持续开展中，但其收入占公司总体业务收入比重较低。 2、据2025年年度报告，公司被评为国家级制造业单项冠军企业，主要生产OLED相关的功能材料中间体，惠成研究院的“河南省OLED显示材料中间体工程研究中心”已获批。 3、据2026年6月25日投资者关系管理信息，本轮原材料价格上涨主要由国际因素驱动，国际大宗商品价格走高，进而推动产品定价上行。进入5月后，随着市场情绪逐步缓和及供应链修复，原材料价格开始回落。公司整体运营稳健，具备较强的抗周期韧性单一原材料价格的短期波动不会对公司长期经营构成实质性冲击。	OLED功能材料提供商；受国际地缘政治影响，原材料价格上涨，公司3月份顺酐酸酐衍生物产品均价环比1-2月份增长约22%	2026-05-12\|14.72\|-2.26\|15.06\|15.07\|14.65\|60834;2026-05-13\|14.96\|1.63\|14.73\|15.05\|14.62\|68840;2026-05-14\|14.96\|0.00\|14.99\|15.28\|14.83\|94953;2026-05-15\|14.95\|-0.07\|14.98\|15.31\|14.81\|104990;2026-05-18\|15.23\|1.87\|14.90\|15.28\|14.76\|101664;2026-05-19\|15.16\|-0.46\|15.12\|15.41\|15.08\|88268;2026-05-20\|15.32\|1.06\|15.17\|15.50\|14.83\|138688;2026-05-21\|15.03\|-0.60\|15.40\|16.33\|15.03\|186665;2026-05-22\|15.54\|3.39\|15.16\|15.66\|14.77\|162669;2026-05-25\|16.07\|3.41\|15.70\|16.10\|15.60\|182203;2026-05-26\|16.43\|2.24\|15.96\|16.69\|15.73\|216021;2026-05-27\|15.72\|-4.32\|16.32\|16.54\|15.55\|167036;2026-05-28\|16.08\|2.29\|15.67\|16.23\|15.43\|165435;2026-05-29\|14.47\|-10.01\|16.10\|16.15\|14.35\|216159;2026-06-01\|14.60\|0.90\|14.30\|14.83\|14.21\|93377;2026-06-02\|13.95\|-4.45\|14.55\|14.63\|13.60\|126958;2026-06-03\|13.68\|-1.94\|13.93\|14.12\|13.54\|93924;2026-06-04\|13.81\|0.95\|13.61\|14.09\|13.40\|75656;2026-06-05\|13.96\|1.09\|13.70\|14.23\|13.08\|119715;2026-06-08\|13.28\|-4.87\|13.55\|14.02\|13.18\|107641;2026-06-09\|13.98\|5.27\|13.56\|14.10\|13.31\|97418;2026-06-10\|14.19\|1.50\|13.77\|14.30\|13.73\|100150;2026-06-11\|17.03\|20.01\|14.05\|17.03\|13.78\|418142;2026-06-12\|16.95\|-0.47\|17.43\|17.69\|16.77\|505891;2026-06-15\|18.77\|10.74\|16.90\|18.89\|16.54\|504231;2026-06-16\|18.82\|0.27\|18.25\|20.20\|18.21\|468918;2026-06-17\|19.36\|2.87\|18.52\|19.74\|18.51\|319822;2026-06-18\|18.64\|-3.72\|19.27\|19.77\|18.60\|246000;2026-06-22\|18.65\|0.05\|18.52\|18.94\|18.21\|200488;2026-06-23\|18.13\|-2.79\|18.67\|18.84\|18.05\|167432;2026-06-24\|18.90\|4.25\|17.86\|19.36\|17.86\|302599;2026-06-25\|18.37\|-2.80\|19.07\|19.40\|18.13\|216379;2026-06-26\|18.13\|-1.31\|18.05\|18.97\|17.90\|198392;2026-06-29\|18.09\|-0.22\|18.28\|18.75\|17.69\|241699;2026-06-30\|19.02\|5.14\|18.05\|19.10\|17.93\|272444;2026-07-01\|22.82\|19.98\|18.86\|22.82\|18.70\|532427;2026-07-02\|20.48\|-10.25\|21.00\|21.91\|20.24\|500160;2026-07-03\|18.80\|-8.20\|20.50\|20.58\|18.78\|366543;2026-07-06\|18.15\|-3.46\|18.85\|19.31\|17.82\|239031;2026-07-07\|17.54\|-3.36\|17.85\|18.14\|17.32\|177311;2026-07-08\|16.68\|-4.90\|17.45\|17.66\|16.54\|189805;2026-07-09\|16.99\|1.86\|17.06\|17.14\|16.04\|195817;2026-07-10\|16.91\|-0.47\|17.01\|19.19\|16.88\|362039;2026-07-13\|15.21\|-10.05\|16.87\|17.20\|15.11\|274360;2026-07-14\|15.15\|-0.39\|15.10\|15.40\|14.56\|186399;2026-07-15\|14.62\|-3.50\|15.11\|15.40\|14.55\|146215;2026-07-16\|13.94\|-4.65\|14.42\|14.64\|13.88\|173502;2026-07-17\|13.61\|-2.37\|13.94\|14.23\|13.31\|162700;2026-07-20\|12.60\|-7.42\|13.61\|13.84\|12.47\|219197;2026-07-21\|13.27\|5.32\|12.65\|13.30\|12.03\|193144;2026-07-22\|12.75\|-3.92\|12.95\|13.19\|12.74\|125842;2026-07-23\|13.05\|2.35\|12.74\|13.20\|12.70\|92834;2026-07-24\|12.75\|-2.30\|12.92\|13.05\|12.74\|78570;2026-07-27\|13.13\|2.98\|12.74\|13.14\|12.63\|83720;2026-07-28\|12.95\|-1.37\|12.95\|13.39\|12.86\|95551;2026-07-29\|13.05\|0.77\|12.90\|13.10\|12.65\|102804;2026-07-30\|12.71\|-2.61\|12.96\|13.02\|12.61\|85394;2026-07-31\|13.16\|3.54\|13.13\|13.45\|13.05\|138442;2026-08-03\|13.30\|1.06\|13.03\|13.30\|12.98\|81460;2026-08-04\|13.56\|1.95\|13.39\|13.60\|13.25\|106355;2026-08-05\|13.93\|2.73\|13.51\|14.02\|13.47\|155134;2026-08-06\|13.96\|0.22\|13.74\|14.00\|13.69\|111798;2026-08-07\|14.10\|1.00\|13.89\|14.14\|13.57\|118967;2026-08-10\|14.01\|-0.64\|14.15\|14.16\|13.81\|85854;2026-08-11\|13.80\|-1.50\|13.99\|13.99\|13.79\|63504;2026-08-12\|14.34\|3.91\|13.77\|14.63\|13.77\|128900;2026-08-13\|13.91\|-3.00\|14.40\|14.43\|13.91\|89362;2026-08-14\|14.07\|1.15\|14.01\|14.31\|13.96\|75577;2026-08-17\|15.24\|8.32\|14.73\|15.50\|14.51\|285050;2026-08-18\|15.12\|-0.79\|15.18\|15.39\|14.88\|174201;2026-08-19\|14.23\|-5.89\|14.81\|15.06\|14.19\|127878;2026-08-20\|14.19\|-0.28\|14.48\|14.57\|14.15\|87149;2026-08-21\|14.22\|0.21\|14.10\|14.26\|13.83\|70677;2026-08-24\|13.99\|-1.62\|14.20\|14.35\|13.74\|86173;2026-08-25\|14.12\|0.93\|13.83\|14.17\|13.65\|71226;2026-08-26\|14.06\|-0.42\|14.12\|14.20\|13.90\|57414;2026-08-27\|14.34\|1.99\|14.00\|14.38\|13.94\|84723;2026-08-28\|14.31\|-0.21\|14.28\|14.59\|14.26\|76390;2026-08-31\|14.45\|0.98\|14.15\|14.53\|14.05\|76927;2026-09-01\|14.40\|-0.35\|14.40\|14.49\|14.20\|66665;2026-09-02\|14.19\|-1.46\|14.25\|14.33\|14.08\|61055;2026-09-03\|14.07\|-0.85\|14.25\|14.32\|13.99\|52806;2026-09-04\|13.91\|-1.14\|14.13\|14.33\|13.84\|66127;2026-09-07\|14.02\|0.79\|13.91\|14.14\|13.91\|42536;2026-09-08\|13.90\|-0.86\|13.96\|14.13\|13.80\|58923;2026-09-09\|13.88\|-0.14\|13.87\|14.05\|13.79\|51238;2026-09-10\|13.59\|-0.66\|13.68\|13.78\|13.55\|41919;2026-09-11\|13.37\|-1.62\|13.49\|13.49\|13.10\|66326;2026-09-14\|13.61\|1.80\|13.32\|13.70\|13.21\|56896;2026-09-15\|13.67\|0.44\|13.56\|13.78\|13.43\|55451
114837	其它归类	涨停揭秘：4月10日涨停，主要因一季度净利润预增约123.69%及色谱填料放量；涨停缘由：国内纳米微球材料龙头，色谱填料和层析介质销售收入本季度同比增长超50%，生物制药上游供应链国产替代加速推进；资金逻辑：主力资金快速介入，机构调研热度上升，市场聚焦高成长细分赛道龙头，估值弹性显著；风险提示：下游药企资本开支受集采政策影响存在波动，新产品认证周期长，放量节奏或慢于预期	公司为国内纳米微球材料行业龙头	2026-05-12\|34.48\|-0.78\|34.50\|34.59\|33.70\|79204;2026-05-13\|35.22\|2.15\|34.29\|35.57\|33.72\|121942;2026-05-14\|34.31\|-2.58\|35.23\|35.90\|34.00\|101057;2026-05-15\|34.71\|1.17\|34.23\|35.35\|34.23\|111999;2026-05-18\|35.86\|3.31\|34.71\|36.00\|34.00\|137515;2026-05-19\|35.58\|-0.78\|35.76\|36.25\|34.66\|128854;2026-05-20\|37.05\|4.13\|35.54\|37.58\|35.28\|146094;2026-05-21\|34.68\|-6.40\|37.05\|38.08\|34.53\|174967;2026-05-22\|36.21\|4.41\|34.90\|36.40\|34.78\|127292;2026-05-25\|35.74\|-1.30\|36.66\|37.40\|35.50\|100043;2026-05-26\|36.39\|1.82\|36.02\|37.40\|34.81\|194591;2026-05-27\|41.47\|13.96\|36.96\|43.50\|36.50\|355599;2026-05-28\|40.77\|-1.69\|42.00\|42.19\|40.06\|213906;2026-05-29\|38.13\|-6.48\|40.57\|41.43\|37.16\|219991;2026-06-01\|38.24\|0.29\|37.84\|39.64\|37.10\|215507;2026-06-02\|39.80\|4.08\|38.24\|41.01\|38.10\|209042;2026-06-03\|41.11\|3.29\|39.11\|42.10\|39.11\|196388;2026-06-04\|41.65\|1.56\|40.84\|41.80\|39.95\|145833;2026-06-05\|42.03\|0.91\|41.45\|44.50\|41.07\|221586;2026-06-08\|37.56\|-10.64\|40.66\|41.81\|37.39\|218563;2026-06-09\|35.00\|-6.82\|38.52\|38.52\|34.70\|239417;2026-06-10\|34.55\|-1.29\|34.53\|34.95\|33.75\|149887;2026-06-11\|33.80\|-2.17\|34.00\|34.94\|33.45\|123417;2026-06-12\|36.15\|6.95\|34.28\|37.43\|34.13\|184060;2026-06-15\|40.10\|10.93\|36.06\|40.46\|35.63\|211234;2026-06-16\|39.84\|-0.65\|39.51\|40.30\|39.12\|131547;2026-06-17\|40.41\|1.43\|39.18\|41.11\|39.15\|120555;2026-06-18\|43.28\|7.10\|40.30\|43.86\|40.05\|167909;2026-06-22\|42.69\|-1.36\|42.20\|42.98\|40.98\|149801;2026-06-23\|42.93\|0.56\|42.77\|44.40\|42.28\|164519;2026-06-24\|45.41\|5.78\|42.97\|48.00\|41.85\|212612;2026-06-25\|45.41\|0.00\|44.99\|45.60\|43.81\|140651;2026-06-26\|42.77\|-5.81\|45.05\|46.50\|42.31\|152572;2026-06-29\|45.95\|7.44\|43.23\|45.95\|42.54\|204446;2026-06-30\|44.10\|-4.03\|45.28\|45.80\|43.06\|169271;2026-07-01\|45.03\|2.11\|43.50\|45.80\|41.90\|187643;2026-07-02\|42.32\|-6.02\|44.50\|46.50\|42.10\|168733;2026-07-03\|40.27\|-4.84\|42.69\|43.24\|40.18\|179967;2026-07-06\|41.06\|1.96\|40.42\|42.80\|39.86\|152075;2026-07-07\|39.93\|-2.75\|40.98\|42.20\|39.68\|108146;2026-07-08\|37.61\|-5.81\|40.55\|40.78\|37.51\|130823;2026-07-09\|40.45\|7.55\|39.55\|40.50\|38.18\|169155;2026-07-10\|40.10\|-0.87\|40.01\|42.32\|39.60\|149354;2026-07-13\|36.80\|-8.23\|39.62\|40.19\|36.50\|147117;2026-07-14\|36.67\|-0.35\|36.76\|37.60\|35.67\|118760;2026-07-15\|37.99\|3.60\|37.40\|38.85\|37.28\|125150;2026-07-16\|35.10\|-7.61\|36.86\|37.77\|34.88\|142302;2026-07-17\|32.30\|-7.98\|34.70\|35.17\|32.06\|160097;2026-07-20\|33.64\|4.15\|33.00\|34.69\|32.70\|148806;2026-07-21\|34.87\|3.66\|33.15\|35.15\|32.17\|130413;2026-07-22\|34.45\|-1.20\|34.67\|35.58\|34.42\|93741;2026-07-23\|36.40\|5.66\|34.71\|37.33\|34.41\|135916;2026-07-24\|35.21\|-3.27\|36.20\|36.57\|34.88\|81612;2026-07-27\|35.40\|0.54\|34.58\|35.92\|34.58\|83246;2026-07-28\|33.66\|-4.92\|34.60\|35.14\|33.26\|78594;2026-07-29\|35.28\|4.81\|34.00\|35.32\|32.86\|100825;2026-07-30\|34.34\|-2.66\|34.73\|35.44\|33.95\|78167;2026-07-31\|33.95\|-1.14\|35.50\|36.17\|33.87\|104765;2026-08-03\|33.15\|-2.36\|33.98\|34.73\|32.96\|85844;2026-08-04\|36.72\|10.77\|33.50\|36.78\|33.50\|151203;2026-08-05\|37.58\|2.34\|36.53\|38.08\|36.20\|104488;2026-08-06\|38.10\|1.38\|37.82\|39.10\|37.50\|103584;2026-08-07\|42.00\|10.24\|38.68\|42.07\|38.01\|184080;2026-08-10\|43.31\|3.12\|42.69\|44.46\|41.95\|223752;2026-08-11\|43.13\|-0.42\|43.25\|44.46\|42.40\|133995;2026-08-12\|43.81\|1.58\|43.12\|45.15\|42.69\|106860;2026-08-13\|43.81\|0.00\|44.00\|45.37\|43.69\|121553;2026-08-14\|43.85\|0.09\|43.71\|44.76\|42.94\|102668;2026-08-17\|45.20\|3.08\|43.37\|45.49\|43.15\|105977;2026-08-18\|45.10\|-0.22\|45.09\|45.20\|44.01\|79260;2026-08-19\|42.60\|-5.54\|44.29\|45.39\|42.45\|107284;2026-08-20\|45.37\|6.50\|43.95\|46.80\|43.44\|196106;2026-08-21\|43.40\|-4.34\|44.00\|44.60\|42.95\|129137;2026-08-24\|40.57\|-6.52\|43.07\|43.86\|39.54\|148332;2026-08-25\|40.72\|0.37\|40.60\|41.00\|38.68\|122758;2026-08-26\|40.00\|-1.77\|41.10\|41.28\|39.39\|79285;2026-08-27\|39.27\|-1.82\|39.90\|39.96\|38.57\|94544;2026-08-28\|38.72\|-1.40\|39.17\|40.29\|38.64\|89329;2026-08-31\|36.52\|-5.68\|37.30\|37.90\|36.17\|134402;2026-09-01\|35.79\|-2.00\|36.26\|36.88\|35.46\|112771;2026-09-02\|35.30\|-1.37\|35.79\|36.09\|35.17\|90112;2026-09-03\|36.92\|4.59\|35.72\|37.15\|35.34\|130601;2026-09-04\|35.30\|-4.39\|36.98\|37.39\|35.01\|120116;2026-09-07\|36.93\|4.62\|35.65\|37.37\|35.31\|114036;2026-09-08\|41.40\|12.10\|36.90\|41.87\|36.51\|222281;2026-09-09\|42.80\|3.38\|41.33\|43.11\|40.43\|166652;2026-09-10\|41.72\|-2.52\|42.85\|42.93\|41.68\|92957;2026-09-11\|41.11\|-1.46\|41.28\|41.99\|40.09\|85204;2026-09-14\|42.80\|4.11\|40.65\|43.55\|40.21\|107746;2026-09-15\|41.88\|-2.15\|42.67\|43.20\|41.74\|63265
114836	其它归类	股权转让+数字营销+华为概念 1、据2026年5月11日公告，公司控股股东深蕾科技于2026年5月7日签署《第二期股份转让协议》，拟受让汪坤、门庆娟、无锡峻茂合计持有的公司9.99%股份，目前尚需取得深交所合规性确认等程序。 2、据2026年5月14日机构调研，公司数字营销业务专注头部媒体平台，是字节跳动旗下抖音平台巨量引擎综合代理商、巨量千川服务商、巨量本地推综合代理商及小红书蒲公英服务商。 3、据2023年年报及2026年5月14日机构调研，公司主营移动信息服务和数字营销业务，已积累包括华为在内的多家大型优质客户，服务形式涵盖国内短信、国际短信、视频短信、5G消息等。	深圳深蕾科技股份有限公司持股公司比例拟升至23.31%	2026-05-12\|111.49\|20.00\|111.49\|111.49\|111.49\|26332;2026-05-13\|133.79\|20.00\|132.98\|133.79\|117.11\|111846;2026-05-14\|149.81\|11.97\|154.22\|160.00\|149.81\|155468;2026-05-15\|166.00\|10.81\|158.55\|173.00\|158.55\|91591;2026-05-18\|181.00\|9.04\|160.10\|192.98\|160.10\|94438;2026-05-19\|176.38\|-2.55\|176.48\|179.00\|169.00\|51225;2026-05-20\|182.95\|3.72\|175.33\|186.68\|171.00\|59269;2026-05-21\|178.90\|-2.21\|185.01\|188.00\|175.96\|45467;2026-05-22\|185.30\|3.58\|181.02\|188.00\|175.95\|45577;2026-05-25\|186.58\|0.69\|180.04\|193.02\|179.58\|66967;2026-05-26\|218.99\|17.37\|209.61\|223.90\|209.61\|121252;2026-05-27\|226.99\|3.65\|207.31\|231.69\|206.00\|91975;2026-05-28\|214.02\|-5.71\|221.84\|226.97\|208.00\|60713;2026-05-29\|207.90\|-2.86\|212.17\|218.65\|202.04\|57567;2026-06-01\|206.87\|-0.50\|204.72\|208.20\|193.02\|45714;2026-06-02\|225.00\|8.76\|202.16\|234.87\|200.01\|70383;2026-06-03\|205.86\|-8.51\|227.25\|227.88\|188.88\|79910;2026-06-04\|197.40\|-4.11\|195.52\|204.80\|195.00\|41067;2026-06-05\|187.70\|-4.91\|196.48\|198.23\|185.80\|45652;2026-06-08\|176.00\|-6.23\|178.00\|189.88\|169.00\|74430;2026-06-09\|170.20\|-3.30\|177.64\|177.80\|165.65\|51113;2026-06-10\|168.86\|-0.79\|168.50\|175.01\|165.11\|45641;2026-06-11\|165.98\|-1.71\|165.02\|169.00\|161.80\|28231;2026-06-12\|163.82\|-1.30\|177.75\|187.00\|163.22\|64559;2026-06-15\|182.00\|11.10\|167.93\|182.70\|165.46\|68981;2026-06-16\|170.45\|-6.35\|180.00\|180.00\|165.88\|61015;2026-06-17\|156.85\|-7.98\|168.40\|170.00\|154.00\|71561;2026-06-18\|159.80\|1.88\|155.68\|165.75\|154.18\|51790;2026-06-22\|158.69\|-0.69\|158.91\|162.50\|154.76\|33937;2026-06-23\|155.29\|-2.14\|157.11\|159.50\|153.00\|28040;2026-06-24\|153.13\|-1.39\|155.39\|156.96\|147.60\|36687;2026-06-25\|151.30\|-1.20\|152.84\|155.61\|150.00\|20957;2026-06-26\|145.00\|-4.16\|151.27\|151.27\|143.01\|22925;2026-06-29\|140.05\|-3.41\|145.20\|147.96\|138.16\|24045;2026-06-30\|147.81\|5.54\|140.00\|160.06\|137.90\|66282;2026-07-01\|149.11\|0.88\|148.12\|153.89\|145.60\|35444;2026-07-02\|139.75\|-6.28\|149.11\|151.36\|138.00\|32412;2026-07-03\|145.36\|4.01\|143.04\|151.95\|140.00\|59031;2026-07-06\|140.20\|-3.55\|141.88\|144.49\|137.87\|38683;2026-07-07\|126.20\|-9.99\|138.73\|143.00\|122.00\|50778;2026-07-08\|123.00\|-2.54\|128.50\|128.50\|121.12\|30732;2026-07-09\|125.20\|1.79\|122.60\|128.21\|120.00\|28070;2026-07-10\|123.81\|-1.11\|125.47\|128.28\|123.00\|24290;2026-07-13\|111.99\|-9.55\|122.00\|123.80\|110.32\|25393;2026-07-14\|114.23\|2.00\|113.08\|114.49\|108.00\|17621;2026-07-15\|112.05\|-1.91\|115.00\|115.60\|112.01\|17508;2026-07-16\|108.00\|-3.61\|112.20\|112.20\|107.08\|19958;2026-07-17\|96.20\|-10.93\|109.38\|109.38\|96.00\|36742;2026-07-20\|86.30\|-10.29\|99.15\|99.40\|83.85\|33326;2026-07-21\|101.00\|17.03\|87.00\|102.00\|80.99\|59713;2026-07-22\|101.28\|0.28\|99.99\|110.00\|99.58\|43781;2026-07-23\|100.80\|-0.47\|101.53\|103.97\|98.26\|25794;2026-07-24\|94.86\|-5.89\|101.81\|102.00\|93.67\|25204;2026-07-27\|98.99\|4.35\|96.40\|99.95\|93.20\|25678;2026-07-28\|93.66\|-5.38\|97.85\|101.35\|92.80\|28002;2026-07-29\|91.01\|-2.83\|95.13\|96.40\|87.22\|28172;2026-07-30\|83.52\|-8.23\|90.29\|91.00\|83.21\|28525;2026-07-31\|89.15\|6.74\|88.00\|94.50\|87.37\|31626;2026-08-03\|88.07\|-1.21\|89.61\|89.99\|86.00\|22743;2026-08-04\|92.00\|4.46\|88.09\|92.58\|88.03\|28074;2026-08-05\|97.25\|5.71\|91.20\|98.29\|90.91\|30919;2026-08-06\|100.60\|3.44\|95.72\|100.79\|95.01\|35488;2026-08-07\|102.92\|2.31\|100.25\|103.29\|97.52\|41107;2026-08-10\|99.32\|-3.50\|102.04\|102.85\|97.28\|33781;2026-08-11\|97.89\|-1.44\|99.01\|99.86\|96.00\|25706;2026-08-12\|101.55\|3.74\|98.50\|103.96\|96.80\|32976;2026-08-13\|100.60\|-0.94\|102.12\|113.30\|100.60\|61141;2026-08-14\|101.08\|0.48\|100.02\|102.39\|98.20\|40292;2026-08-17\|103.71\|2.60\|100.87\|103.87\|98.99\|36381;2026-08-18\|101.37\|-2.26\|103.62\|103.69\|98.55\|27738;2026-08-19\|92.61\|-8.64\|98.70\|100.59\|92.29\|31607;2026-08-20\|93.62\|1.09\|94.69\|95.20\|91.30\|20729;2026-08-21\|94.06\|0.47\|93.18\|94.35\|90.40\|17626;2026-08-24\|90.58\|-3.70\|93.00\|94.05\|88.00\|20537;2026-08-25\|90.97\|0.43\|89.00\|91.50\|87.01\|17116;2026-08-26\|90.52\|-0.49\|90.98\|91.40\|88.02\|15694;2026-08-27\|94.28\|4.15\|90.00\|94.49\|88.60\|24053;2026-08-28\|91.67\|-2.77\|93.91\|95.96\|91.39\|19116;2026-08-31\|97.93\|6.83\|90.04\|98.56\|89.00\|34364;2026-09-01\|95.16\|-2.83\|97.99\|98.57\|93.47\|23806;2026-09-02\|94.20\|-1.01\|94.00\|95.43\|91.91\|18291;2026-09-03\|94.95\|0.80\|94.19\|96.90\|93.51\|20498;2026-09-04\|93.41\|-1.62\|95.46\|97.90\|92.20\|24893;2026-09-07\|96.58\|3.39\|93.00\|97.99\|92.98\|29415;2026-09-08\|94.69\|-1.96\|96.59\|99.83\|94.30\|22915;2026-09-09\|92.05\|-2.79\|97.07\|97.50\|91.48\|18783;2026-09-10\|92.29\|0.26\|91.94\|93.79\|90.05\|17933;2026-09-11\|90.01\|-2.47\|90.35\|91.31\|86.66\|24966;2026-09-14\|89.92\|-0.10\|87.88\|91.40\|87.28\|15510;2026-09-15\|88.76\|-1.29\|89.57\|90.89\|88.28\|14015
114835	其它归类	AI穿戴+新材料+ODM/OEM+并购控股 1、据2026年5月15日业绩说明会，公司2026年将向全球头部客户规模化供货AI智能眼镜结构件、无人机精密结构件，正式跻身高端制造供应链。 2、据2026年5月23日公告，公司拟追加现金2.35亿元收购并增资深圳戴尔蒙德，交易完成后将控股51.99%，布局纳米导电金刚石涂层、透明导电玻璃等新材料，培育第二增长曲线。 3、据2026年4月25日年报，公司ODM/OEM业务长期服务华为、三星、谷歌、Rokid等智能终端龙头，AR/VR结构件、智能手表表带已批量出货，具备行业先发优势。	公司拟2.35亿收购戴尔蒙德控股权，标的主营纳米导电金刚石涂层微型刀具及透明导电玻璃	2026-05-12\|96.07\|2.58\|95.50\|100.67\|94.06\|49358;2026-05-13\|93.27\|-2.91\|94.92\|95.10\|86.00\|68776;2026-05-14\|93.11\|-0.17\|95.04\|98.90\|93.00\|40353;2026-05-15\|92.73\|-0.41\|93.18\|94.50\|91.20\|27869;2026-05-18\|90.72\|-2.17\|92.02\|94.10\|90.32\|30430;2026-05-19\|94.40\|4.06\|90.11\|94.50\|88.50\|33637;2026-05-20\|94.15\|-0.26\|93.87\|96.14\|91.71\|25633;2026-05-21\|89.48\|-4.96\|95.58\|95.86\|89.31\|28623;2026-05-22\|98.10\|9.63\|89.48\|100.46\|88.70\|46504;2026-05-25\|117.72\|20.00\|102.00\|117.72\|102.00\|29109;2026-05-26\|119.28\|1.33\|120.08\|122.80\|114.12\|79595;2026-05-27\|114.00\|-4.43\|121.42\|124.18\|112.81\|46735;2026-05-28\|113.66\|-0.30\|114.00\|115.50\|111.33\|34077;2026-05-29\|106.35\|-6.43\|113.34\|113.68\|104.19\|37834;2026-06-01\|103.33\|-2.84\|106.49\|107.69\|101.50\|25580;2026-06-02\|106.25\|2.83\|104.60\|111.22\|103.01\|48986;2026-06-03\|114.39\|7.66\|105.26\|123.96\|103.14\|69133;2026-06-04\|128.95\|12.73\|113.90\|131.00\|109.62\|73585;2026-06-05\|121.43\|-5.83\|128.52\|129.90\|120.42\|53469;2026-06-08\|116.20\|-4.31\|118.00\|122.28\|114.00\|38931;2026-06-09\|123.69\|6.45\|117.98\|124.00\|115.36\|49180;2026-06-10\|112.81\|-8.80\|121.58\|124.68\|110.50\|42075;2026-06-11\|109.50\|-2.93\|109.11\|116.10\|106.18\|30830;2026-06-12\|113.00\|3.20\|113.59\|119.66\|110.50\|44936;2026-06-15\|129.50\|14.60\|118.00\|130.50\|113.50\|60538;2026-06-16\|141.59\|9.34\|126.20\|142.00\|124.20\|46857;2026-06-17\|139.10\|-1.76\|141.13\|142.88\|135.00\|42167;2026-06-18\|145.75\|4.78\|137.82\|147.90\|137.82\|30388;2026-06-22\|159.79\|9.63\|151.00\|162.99\|147.90\|46174;2026-06-23\|157.54\|-1.41\|159.79\|161.00\|152.27\|32006;2026-06-24\|156.96\|-0.37\|154.00\|161.99\|149.00\|26395;2026-06-25\|158.39\|0.91\|161.00\|162.88\|153.00\|31345;2026-06-26\|152.30\|-3.84\|158.00\|162.88\|150.00\|29128;2026-06-29\|139.30\|-8.54\|152.27\|162.47\|129.50\|65932;2026-06-30\|146.71\|5.32\|141.00\|147.55\|139.00\|37939;2026-07-01\|158.37\|7.95\|148.46\|170.96\|148.45\|43763;2026-07-02\|145.42\|-8.18\|149.10\|160.00\|144.00\|37572;2026-07-03\|147.89\|1.70\|141.58\|154.09\|141.58\|32105;2026-07-06\|149.50\|1.09\|149.21\|158.00\|138.18\|34693;2026-07-07\|139.30\|-6.82\|147.24\|150.68\|135.83\|29930;2026-07-08\|125.78\|-9.71\|137.65\|141.86\|124.57\|45616;2026-07-09\|137.55\|9.36\|130.93\|138.54\|127.01\|34410;2026-07-10\|129.00\|-6.22\|141.80\|144.84\|129.00\|32317;2026-07-13\|114.00\|-11.63\|131.03\|131.03\|112.68\|55928;2026-07-14\|121.52\|6.60\|113.89\|124.48\|112.51\|56254;2026-07-15\|115.00\|-5.37\|124.42\|125.42\|113.75\|32408;2026-07-16\|104.09\|-9.49\|113.17\|115.36\|103.00\|46302;2026-07-17\|91.41\|-12.18\|103.78\|104.00\|90.61\|62226;2026-07-20\|73.13\|-20.00\|94.90\|95.90\|73.13\|69890;2026-07-21\|82.86\|13.31\|74.65\|83.50\|60.93\|112598;2026-07-22\|81.10\|-2.12\|85.40\|86.62\|79.03\|65872;2026-07-23\|78.77\|-2.87\|81.35\|84.49\|76.67\|33800;2026-07-24\|80.00\|1.56\|77.36\|82.66\|75.52\|49816;2026-07-27\|84.79\|5.99\|80.92\|85.88\|78.03\|45716;2026-07-28\|79.00\|-6.83\|83.19\|85.58\|77.57\|43696;2026-07-29\|74.48\|-5.72\|78.21\|80.00\|69.60\|48913;2026-07-30\|66.73\|-10.41\|74.48\|75.79\|66.02\|46557;2026-07-31\|69.35\|3.93\|72.00\|78.00\|68.19\|55158;2026-08-03\|66.01\|-4.82\|69.01\|69.82\|64.30\|42078;2026-08-04\|71.88\|8.89\|66.19\|73.58\|65.57\|52567;2026-08-05\|80.78\|12.38\|71.66\|82.60\|71.27\|48626;2026-08-06\|83.35\|3.18\|79.92\|85.22\|77.00\|41304;2026-08-07\|87.84\|5.39\|82.92\|88.02\|79.74\|45656;2026-08-10\|88.73\|1.01\|88.00\|89.60\|83.00\|42506;2026-08-11\|87.51\|-1.38\|89.09\|90.68\|86.00\|31787;2026-08-12\|89.58\|2.37\|87.51\|90.66\|86.66\|26157;2026-08-13\|86.50\|-3.44\|90.13\|93.00\|86.00\|26324;2026-08-14\|92.13\|6.51\|87.52\|93.38\|87.12\|30979;2026-08-17\|97.50\|5.83\|91.79\|97.89\|90.63\|29855;2026-08-18\|95.78\|-1.76\|98.63\|98.96\|93.91\|27825;2026-08-19\|84.85\|-11.41\|92.00\|93.50\|84.09\|33652;2026-08-20\|87.82\|3.50\|86.91\|89.48\|85.79\|26550;2026-08-21\|88.00\|0.20\|84.85\|91.66\|82.22\|34288;2026-08-24\|91.11\|3.53\|88.07\|95.00\|86.01\|45043;2026-08-25\|93.30\|2.40\|91.11\|94.99\|87.00\|39227;2026-08-26\|85.20\|-8.68\|93.30\|94.95\|81.67\|55852;2026-08-27\|90.50\|6.22\|85.76\|91.26\|84.02\|39626;2026-08-28\|86.49\|-4.43\|90.05\|91.71\|86.36\|27534;2026-08-31\|89.51\|3.49\|84.65\|90.17\|82.70\|30270;2026-09-01\|88.06\|-1.62\|91.12\|91.12\|85.05\|29041;2026-09-02\|85.72\|-2.66\|88.59\|88.59\|84.73\|21674;2026-09-03\|84.39\|-1.55\|86.00\|87.43\|83.27\|20588;2026-09-04\|80.60\|-4.49\|84.79\|87.83\|79.56\|27663;2026-09-07\|82.42\|2.26\|81.77\|83.58\|81.05\|25029;2026-09-08\|79.73\|-3.26\|82.46\|83.08\|79.10\|21269;2026-09-09\|79.39\|-0.43\|79.73\|82.48\|78.70\|17775;2026-09-10\|78.81\|-0.73\|78.60\|79.63\|76.89\|13464;2026-09-11\|77.29\|-1.93\|78.00\|78.27\|72.68\|24681;2026-09-14\|87.91\|13.74\|76.30\|89.33\|75.00\|52002;2026-09-15\|94.45\|7.44\|89.90\|99.80\|88.00\|67673
114834	其它归类	回购+包装印刷+一季报增长 1、据2026年6月30日公告，公司于2026年6月29日审议通过回购方案，拟以1500万元至3000万元回购股份，用于员工持股计划或股权激励。 2、据2026年5月13日投资者关系活动记录表，公司将于2026年10月首次公开亮相全新一代全轮转印刷机WGQ920，该机型集成多种工艺，标志着公司从标签印刷赛道进阶迈入包装印刷市场。 3、据2026年4月29日公告，公司2026年一季度营收1.40亿元，同比增长18.46%；归母净利润3759.91万元，同比增长43.77%，主因核心产品渗透率提升及海外高毛利订单交付。	公司主要从事标签印刷设备的研产销，一季度净利润同比增长14.7%	2026-05-12\|25.03\|-3.73\|25.75\|26.08\|24.65\|36414;2026-05-13\|24.90\|-0.52\|25.00\|25.48\|24.80\|32386;2026-05-14\|25.15\|1.00\|24.99\|26.08\|24.94\|34822;2026-05-15\|25.90\|2.98\|25.13\|26.25\|25.05\|44413;2026-05-18\|25.89\|-0.04\|25.90\|26.86\|24.95\|55841;2026-05-19\|26.35\|1.78\|25.66\|26.45\|25.30\|38379;2026-05-20\|25.97\|-1.44\|26.25\|26.51\|25.61\|28918;2026-05-21\|25.16\|-3.12\|25.97\|26.20\|25.10\|35145;2026-05-22\|25.55\|1.55\|25.16\|26.11\|25.16\|28840;2026-05-25\|24.70\|-3.33\|25.57\|25.80\|24.10\|33553;2026-05-26\|24.14\|-2.27\|24.70\|24.74\|23.79\|22836;2026-05-27\|23.63\|-2.11\|24.19\|24.21\|23.33\|28040;2026-05-28\|23.77\|0.59\|23.60\|24.16\|22.88\|19391;2026-05-29\|22.59\|-4.96\|23.77\|23.77\|22.51\|23000;2026-06-01\|22.93\|1.51\|22.86\|23.44\|22.14\|26831;2026-06-02\|22.94\|0.04\|22.93\|23.12\|22.32\|19805;2026-06-03\|22.20\|-3.23\|22.83\|22.85\|22.01\|22482;2026-06-04\|22.56\|1.62\|22.00\|22.97\|21.82\|26981;2026-06-05\|24.82\|10.02\|22.43\|24.82\|22.16\|66937;2026-06-08\|24.64\|-0.73\|24.73\|25.80\|23.64\|81241;2026-06-09\|23.67\|-3.94\|24.85\|25.24\|23.62\|57011;2026-06-10\|23.30\|-1.56\|23.90\|24.18\|22.61\|39186;2026-06-11\|23.23\|-0.30\|23.00\|23.47\|22.39\|29135;2026-06-12\|23.54\|1.33\|23.28\|24.86\|22.73\|75456;2026-06-15\|25.89\|9.98\|23.59\|25.89\|23.42\|57690;2026-06-16\|25.73\|-0.62\|26.26\|26.53\|25.30\|66997;2026-06-17\|25.61\|-0.47\|25.22\|25.89\|25.06\|37042;2026-06-18\|25.25\|-1.41\|25.58\|25.87\|25.01\|31493;2026-06-22\|25.38\|0.51\|25.19\|25.54\|24.63\|42459;2026-06-23\|25.31\|-0.28\|25.10\|25.80\|24.81\|45041;2026-06-24\|25.29\|-0.08\|25.06\|27.00\|24.20\|76514;2026-06-25\|24.85\|-0.56\|25.00\|26.20\|24.76\|55808;2026-06-26\|25.22\|1.49\|24.46\|25.68\|24.26\|58173;2026-06-29\|26.49\|5.04\|25.01\|26.95\|24.63\|85442;2026-06-30\|27.29\|3.02\|25.93\|27.46\|25.83\|85800;2026-07-01\|30.02\|10.00\|27.28\|30.02\|26.98\|33179;2026-07-02\|29.70\|-1.07\|31.07\|33.00\|29.20\|171141;2026-07-03\|29.73\|0.10\|28.85\|30.52\|28.85\|95823;2026-07-06\|29.15\|-1.95\|29.18\|29.50\|27.55\|95434;2026-07-07\|29.21\|0.21\|28.82\|30.25\|28.31\|70096;2026-07-08\|28.60\|-2.09\|28.71\|30.80\|28.32\|79382;2026-07-09\|28.95\|1.22\|28.40\|29.29\|26.81\|86128;2026-07-10\|27.71\|-4.28\|28.81\|29.27\|26.10\|94483;2026-07-13\|26.22\|-5.38\|27.12\|28.44\|26.08\|54165;2026-07-14\|25.66\|-2.14\|26.12\|27.47\|25.07\|62617;2026-07-15\|24.75\|-3.55\|25.21\|25.21\|23.49\|99267;2026-07-16\|24.85\|0.40\|24.33\|25.29\|24.19\|45048;2026-07-17\|23.15\|-6.84\|24.78\|24.78\|22.64\|41965;2026-07-20\|21.51\|-7.08\|23.41\|23.74\|21.25\|46118;2026-07-21\|21.93\|1.95\|21.56\|22.38\|20.28\|38237;2026-07-22\|21.14\|-3.60\|21.60\|22.03\|20.95\|20020;2026-07-23\|21.91\|3.64\|21.20\|21.99\|20.83\|23659;2026-07-24\|22.52\|2.78\|21.50\|23.15\|21.46\|30180;2026-07-27\|23.07\|2.44\|22.17\|23.20\|22.17\|20486;2026-07-28\|22.37\|-3.03\|22.79\|23.39\|22.22\|19190;2026-07-29\|22.70\|1.48\|22.37\|23.12\|22.18\|20141;2026-07-30\|21.82\|-3.88\|22.64\|22.71\|21.80\|25057;2026-07-31\|22.30\|2.20\|22.36\|22.65\|21.93\|22428;2026-08-03\|23.76\|6.55\|22.72\|24.19\|22.50\|44883;2026-08-04\|25.77\|8.46\|24.50\|26.14\|23.50\|57805;2026-08-05\|26.64\|3.38\|25.77\|26.76\|25.33\|54858;2026-08-06\|27.24\|2.25\|26.41\|27.73\|26.26\|45970;2026-08-07\|27.89\|2.39\|27.51\|28.08\|27.00\|43049;2026-08-10\|27.79\|-0.36\|27.92\|28.50\|27.41\|50861;2026-08-11\|27.44\|-1.26\|27.60\|27.86\|26.06\|47151;2026-08-12\|27.71\|0.98\|27.41\|27.95\|27.00\|22478;2026-08-13\|27.28\|-1.55\|27.71\|28.38\|27.17\|42827;2026-08-14\|26.81\|-1.72\|27.35\|27.61\|26.13\|39557;2026-08-17\|26.46\|-1.31\|26.86\|27.04\|26.05\|33276;2026-08-18\|25.16\|-4.91\|26.36\|26.44\|25.07\|43265;2026-08-19\|22.69\|-9.82\|24.68\|24.71\|22.66\|53175;2026-08-20\|23.35\|2.91\|22.92\|23.97\|22.73\|56222;2026-08-21\|23.23\|-0.51\|23.08\|23.50\|22.72\|26950;2026-08-24\|22.40\|-3.57\|23.22\|23.27\|22.21\|31818;2026-08-25\|22.61\|0.94\|22.23\|22.87\|21.97\|35157;2026-08-26\|22.34\|-1.19\|22.62\|22.80\|22.23\|30568;2026-08-27\|22.55\|0.94\|22.33\|22.70\|22.01\|39504;2026-08-28\|22.89\|1.51\|22.61\|23.24\|22.36\|41394;2026-08-31\|23.57\|2.97\|22.83\|23.67\|22.70\|40283;2026-09-01\|23.29\|-1.19\|23.57\|23.87\|23.06\|31851;2026-09-02\|22.95\|-1.46\|23.26\|23.27\|22.75\|21820;2026-09-03\|22.75\|-0.87\|23.13\|23.24\|22.61\|16265;2026-09-04\|22.36\|-1.71\|22.86\|23.07\|22.24\|24845;2026-09-07\|22.57\|0.94\|22.46\|22.80\|22.22\|21993;2026-09-08\|22.23\|-1.51\|22.52\|22.57\|22.21\|20813;2026-09-09\|22.25\|0.09\|22.30\|22.38\|22.05\|17445;2026-09-10\|21.78\|-2.11\|22.16\|22.16\|21.74\|14757;2026-09-11\|21.08\|-3.21\|21.69\|21.69\|20.76\|30545;2026-09-14\|21.32\|1.14\|21.16\|21.66\|20.77\|23097;2026-09-15\|21.23\|-0.42\|21.32\|21.47\|21.01\|14434
114833	其它归类	低空经济+轨交设备+一季报增长+传感器 1、据2026年3月27日年报，公司积极布局低空经济领域，推出首次应用无人机技术的全新产品并拓宽产品线，预计将开辟新的业务增长极。 2、据2026年3月27日年报，公司信号计轴系统和站间安全信息传输设备为行业标杆，核心产品获欧盟NOBO、DEBO等认证，并已在“一带一路”沿线实现规模化应用。 3、据2026年3月27日年报，公司正研发基于智能传感器的计轴系统，旨在掌握核心技术，打破高端传感器进口依赖，多个子项目正并行推进中。 4、据2026年4月27日一季报，公司2026年一季度实现营收9297.87万元，同比增长14.43%；归母净利润3729.79万元，同比增长16.45%。	公司产品主要有轨道交通信号计轴系统、铁路站场综合防雷系统、信号监测防雷分线柜等	2026-05-12\|13.16\|-1.05\|13.33\|13.60\|13.11\|59177;2026-05-13\|13.04\|-0.91\|13.16\|13.23\|12.97\|48206;2026-05-14\|12.94\|-0.77\|13.05\|13.13\|12.92\|39643;2026-05-15\|12.79\|-1.16\|12.95\|12.97\|12.72\|45416;2026-05-18\|12.95\|1.25\|12.71\|12.98\|12.60\|41240;2026-05-19\|13.04\|0.69\|13.01\|13.21\|12.80\|39341;2026-05-20\|13.10\|0.46\|13.04\|13.32\|12.98\|46858;2026-05-21\|12.50\|-4.58\|13.05\|13.29\|12.43\|52250;2026-05-22\|12.75\|2.00\|12.59\|12.88\|12.27\|41866;2026-05-25\|12.44\|-2.43\|12.80\|12.93\|12.20\|60885;2026-05-26\|12.10\|-2.73\|12.44\|12.51\|11.93\|43088;2026-05-27\|11.78\|-2.64\|12.15\|12.18\|11.68\|43113;2026-05-28\|12.02\|2.04\|11.83\|12.03\|11.63\|38060;2026-05-29\|11.63\|-3.24\|11.98\|12.09\|11.58\|39739;2026-06-01\|12.20\|4.90\|11.63\|12.48\|11.55\|60894;2026-06-02\|12.12\|-0.66\|12.20\|12.37\|11.95\|51526;2026-06-03\|12.24\|0.99\|12.11\|12.59\|11.80\|75273;2026-06-04\|12.77\|4.33\|12.14\|12.97\|12.06\|101151;2026-06-05\|12.73\|-0.31\|12.79\|13.29\|12.54\|92106;2026-06-08\|12.44\|-2.28\|12.58\|12.70\|12.05\|59551;2026-06-09\|12.57\|1.04\|12.46\|12.65\|12.20\|54357;2026-06-10\|12.82\|1.99\|12.27\|12.88\|12.18\|69108;2026-06-11\|13.07\|1.95\|12.67\|13.08\|12.67\|105414;2026-06-12\|13.22\|1.15\|13.10\|13.58\|13.10\|134518;2026-06-15\|14.54\|9.98\|13.24\|14.54\|13.10\|117958;2026-06-16\|15.80\|8.67\|14.73\|15.90\|14.34\|357790;2026-06-17\|16.56\|4.81\|15.97\|16.77\|15.81\|221164;2026-06-18\|16.72\|0.97\|16.51\|17.27\|16.39\|204559;2026-06-22\|17.29\|3.41\|16.72\|17.37\|16.65\|140580;2026-06-23\|17.23\|-0.35\|17.29\|17.80\|17.15\|140857;2026-06-24\|17.51\|1.63\|17.57\|17.62\|16.75\|118168;2026-06-25\|17.32\|-1.09\|17.32\|17.80\|16.90\|98450;2026-06-26\|17.35\|0.17\|17.45\|17.67\|17.03\|81400;2026-06-29\|18.10\|4.32\|17.35\|18.64\|17.00\|161397;2026-06-30\|19.56\|8.07\|17.92\|19.77\|17.71\|212395;2026-07-01\|19.00\|-2.86\|19.42\|19.97\|18.73\|129761;2026-07-02\|19.07\|0.37\|18.58\|19.62\|18.58\|114444;2026-07-03\|18.81\|-1.36\|19.41\|19.96\|18.68\|101661;2026-07-06\|18.95\|0.74\|18.82\|19.27\|18.42\|75705;2026-07-07\|17.50\|-7.65\|18.70\|18.81\|17.47\|112464;2026-07-08\|16.78\|-4.11\|17.59\|17.78\|16.68\|88378;2026-07-09\|17.19\|2.44\|16.82\|17.34\|16.25\|87415;2026-07-10\|16.96\|-1.34\|17.19\|17.57\|16.80\|64007;2026-07-13\|17.70\|4.36\|16.77\|18.27\|16.68\|117734;2026-07-14\|16.83\|-4.92\|17.53\|17.80\|16.36\|98630;2026-07-15\|16.02\|-4.81\|16.51\|16.85\|15.80\|68464;2026-07-16\|15.40\|-3.87\|15.85\|16.01\|15.20\|69191;2026-07-17\|15.45\|0.32\|15.42\|16.19\|15.00\|117737;2026-07-20\|13.91\|-9.97\|15.55\|15.80\|13.91\|102594;2026-07-21\|12.89\|-7.33\|13.76\|13.89\|12.52\|170974;2026-07-22\|12.99\|0.78\|13.07\|13.98\|12.85\|148103;2026-07-23\|13.41\|3.23\|12.92\|14.03\|12.91\|105379;2026-07-24\|13.25\|-1.19\|13.33\|13.57\|12.91\|66078;2026-07-27\|13.40\|1.13\|13.27\|13.51\|12.98\|50104;2026-07-28\|13.08\|-2.39\|13.23\|13.75\|12.95\|49365;2026-07-29\|12.56\|-3.98\|13.00\|13.12\|12.23\|71882;2026-07-30\|11.53\|-8.20\|12.49\|12.56\|11.31\|124993;2026-07-31\|12.30\|6.68\|11.77\|12.48\|11.77\|99946;2026-08-03\|12.09\|-1.71\|12.30\|12.50\|11.85\|72824;2026-08-04\|12.41\|2.65\|12.16\|12.51\|12.09\|61789;2026-08-05\|12.99\|4.67\|12.47\|12.99\|12.41\|52784;2026-08-06\|13.60\|4.70\|12.87\|14.18\|12.73\|129466;2026-08-07\|13.81\|1.54\|13.60\|14.10\|13.27\|102672;2026-08-10\|13.74\|-0.51\|13.77\|14.03\|13.55\|73419;2026-08-11\|13.51\|-1.67\|13.70\|14.00\|13.36\|71307;2026-08-12\|13.80\|2.15\|13.48\|13.94\|13.40\|64363;2026-08-13\|13.54\|-1.88\|13.87\|14.25\|13.50\|47684;2026-08-14\|13.61\|0.52\|13.60\|13.75\|13.36\|34308;2026-08-17\|14.13\|3.82\|13.57\|14.16\|13.48\|74242;2026-08-18\|14.94\|5.73\|14.05\|14.96\|14.05\|105117;2026-08-19\|13.75\|-7.97\|14.66\|14.89\|13.61\|81198;2026-08-20\|13.63\|-0.87\|13.87\|14.02\|13.50\|79870;2026-08-21\|13.44\|-1.39\|13.45\|13.67\|13.25\|39067;2026-08-24\|12.62\|-6.10\|13.32\|13.38\|12.41\|75793;2026-08-25\|12.63\|0.08\|12.50\|12.78\|12.13\|44865;2026-08-26\|12.48\|-1.19\|12.59\|12.71\|12.22\|38456;2026-08-27\|12.42\|-0.48\|12.48\|12.54\|12.28\|37471;2026-08-28\|12.37\|-0.40\|12.42\|12.65\|12.32\|45001;2026-08-31\|12.66\|2.34\|12.23\|12.67\|12.13\|52956;2026-09-01\|12.64\|-0.16\|12.73\|13.05\|12.44\|50762;2026-09-02\|12.62\|-0.16\|12.45\|12.79\|12.31\|39601;2026-09-03\|12.75\|1.03\|12.75\|13.38\|12.68\|98621;2026-09-04\|12.66\|-0.71\|12.90\|13.39\|12.49\|95190;2026-09-07\|13.93\|10.03\|12.66\|13.93\|12.65\|146055;2026-09-08\|13.46\|-3.37\|14.23\|14.76\|13.40\|165374;2026-09-09\|13.27\|-1.41\|13.48\|13.67\|13.18\|91044;2026-09-10\|13.12\|-1.13\|13.18\|13.44\|12.94\|63426;2026-09-11\|13.22\|0.76\|12.95\|13.38\|12.46\|93509;2026-09-14\|12.88\|-2.57\|13.28\|13.40\|12.82\|71729;2026-09-15\|12.77\|-0.85\|12.86\|12.90\|12.61\|50557
114832	其它归类	AI游戏+小游戏+业绩增长 1、据2026年5月20日投资者关系活动记录表，公司加速推进AI与游戏业务融合，旗下AI创新院构建了贯穿研发、发行全链路的AI赋能体系；2026年一季度，通过AI深度融入游戏研发与发行环节，主营业务毛利率同比提升3.73个百分点，扣非净利润同比增长347.37%。 2、据2026年5月20日投资者关系活动记录表，公司基于“少年三国志”IP推出的小游戏《少年三国志-怀旧版》已上线微信与抖音小程序端，成功切入小游戏赛道，并储备有多款IP小游戏产品处于研发测试阶段。 3、据2026年4月29日年报，公司是面向全球的研运一体化游戏供应商，成功推出以“少年”系列IP为代表的经典自研卡牌手游及SLG游戏等长周期产品，2025年海外游戏收入占比66.52%，连续11年超过国内市场。	公司旗下知名游戏产品有《少年三国志》系列、《女神联盟》系列、《盗墓笔记》等	2026-05-12\|10.94\|1.39\|10.77\|11.18\|10.73\|465444;2026-05-13\|11.05\|1.01\|10.77\|11.07\|10.75\|293151;2026-05-14\|11.31\|2.35\|11.05\|11.54\|10.93\|639844;2026-05-15\|11.96\|5.75\|11.29\|12.05\|11.22\|752091;2026-05-18\|11.76\|-1.67\|12.05\|12.25\|11.38\|620302;2026-05-19\|11.80\|0.34\|11.71\|12.09\|11.55\|475190;2026-05-20\|11.71\|-0.76\|11.61\|11.81\|11.45\|380506;2026-05-21\|12.21\|4.27\|11.70\|12.80\|11.69\|945355;2026-05-22\|12.44\|1.88\|12.20\|12.50\|12.00\|670585;2026-05-25\|11.94\|-4.02\|12.32\|12.36\|11.81\|590953;2026-05-26\|11.64\|-2.51\|11.94\|12.17\|11.55\|521005;2026-05-27\|11.62\|-0.17\|11.65\|11.95\|11.38\|419814;2026-05-28\|11.76\|1.20\|11.56\|11.92\|11.34\|389983;2026-05-29\|11.25\|-4.34\|11.75\|11.88\|11.19\|291883;2026-06-01\|11.23\|-0.18\|11.18\|11.48\|11.11\|289388;2026-06-02\|10.84\|-3.47\|11.23\|11.29\|10.72\|346179;2026-06-03\|10.99\|1.38\|10.80\|11.13\|10.64\|303326;2026-06-04\|10.85\|-1.27\|10.92\|11.14\|10.80\|205732;2026-06-05\|10.69\|-1.47\|10.86\|11.05\|10.63\|261390;2026-06-08\|10.75\|0.56\|10.44\|11.11\|10.37\|402473;2026-06-09\|11.21\|4.28\|10.93\|11.38\|10.69\|384005;2026-06-10\|11.03\|-1.61\|11.09\|11.19\|10.83\|287087;2026-06-11\|9.93\|-9.97\|10.98\|11.08\|9.93\|544948;2026-06-12\|10.08\|1.51\|10.42\|10.42\|9.85\|455605;2026-06-15\|11.09\|10.02\|10.22\|11.09\|10.18\|321827;2026-06-16\|11.82\|6.58\|11.03\|11.90\|10.90\|803442;2026-06-17\|11.62\|-1.69\|11.61\|11.90\|11.44\|374392;2026-06-18\|11.62\|0.00\|11.63\|11.92\|11.47\|323548;2026-06-22\|12.33\|6.11\|11.62\|12.36\|11.52\|616446;2026-06-23\|12.72\|3.16\|12.14\|12.86\|12.10\|644210;2026-06-24\|12.83\|0.86\|12.58\|13.00\|12.50\|499083;2026-06-25\|12.47\|-2.81\|12.90\|13.13\|12.41\|469224;2026-06-26\|12.19\|-2.25\|12.39\|12.78\|12.06\|395301;2026-06-29\|12.15\|-0.33\|12.10\|12.62\|11.88\|447057;2026-06-30\|12.61\|3.79\|12.10\|12.66\|11.74\|398657;2026-07-01\|12.39\|-1.74\|12.65\|12.85\|12.23\|367003;2026-07-02\|12.03\|-2.91\|12.42\|12.55\|11.95\|305475;2026-07-03\|12.33\|2.49\|12.03\|12.57\|11.90\|355280;2026-07-06\|12.39\|0.49\|12.30\|12.78\|12.16\|373050;2026-07-07\|12.58\|1.53\|12.35\|13.33\|12.31\|677911;2026-07-08\|11.94\|-5.09\|12.56\|12.57\|11.93\|497756;2026-07-09\|12.51\|4.77\|11.90\|12.97\|11.72\|561809;2026-07-10\|12.74\|1.84\|12.51\|13.13\|12.45\|586165;2026-07-13\|11.88\|-6.75\|12.73\|12.82\|11.80\|632282;2026-07-14\|12.60\|6.06\|11.99\|12.96\|11.47\|630007;2026-07-15\|12.54\|-0.48\|12.61\|12.89\|12.27\|548152;2026-07-16\|12.43\|-0.88\|12.31\|12.75\|12.04\|472437;2026-07-17\|11.19\|-9.98\|12.31\|12.32\|11.19\|630287;2026-07-20\|10.79\|-3.57\|11.36\|11.49\|10.62\|501025;2026-07-21\|11.40\|5.65\|10.83\|11.46\|10.21\|512055;2026-07-22\|11.09\|-2.72\|11.24\|11.36\|10.87\|392901;2026-07-23\|10.90\|-1.71\|11.00\|11.23\|10.82\|226845;2026-07-24\|10.31\|-5.41\|10.70\|10.77\|10.03\|331746;2026-07-27\|11.34\|9.99\|10.31\|11.34\|10.14\|420833;2026-07-28\|11.18\|-1.41\|11.24\|11.50\|11.12\|333100;2026-07-29\|11.40\|1.97\|11.18\|11.58\|10.78\|429887;2026-07-30\|11.05\|-3.07\|11.29\|11.66\|11.00\|300285;2026-07-31\|11.32\|2.44\|11.20\|11.57\|11.10\|300564;2026-08-03\|11.52\|1.77\|11.40\|11.71\|11.29\|232760;2026-08-04\|12.20\|5.90\|11.50\|12.38\|11.37\|472767;2026-08-05\|12.22\|0.16\|12.05\|12.40\|12.05\|325925;2026-08-06\|11.78\|-3.60\|12.14\|12.26\|11.63\|348380;2026-08-07\|11.80\|0.17\|11.85\|11.94\|11.41\|278503;2026-08-10\|11.99\|1.61\|11.78\|12.03\|11.70\|262217;2026-08-11\|11.79\|-1.67\|11.94\|12.05\|11.76\|208606;2026-08-12\|12.16\|3.14\|11.79\|12.34\|11.75\|338526;2026-08-13\|13.38\|10.03\|13.19\|13.38\|12.85\|311710;2026-08-14\|13.16\|-1.64\|13.21\|13.27\|12.44\|1009321;2026-08-17\|13.56\|3.04\|13.16\|13.60\|12.82\|665658;2026-08-18\|13.16\|-2.95\|13.50\|13.78\|13.00\|441878;2026-08-19\|12.05\|-8.43\|13.03\|13.03\|12.01\|480153;2026-08-20\|12.30\|2.07\|12.19\|12.50\|12.07\|267970;2026-08-21\|12.30\|0.00\|12.16\|12.38\|12.10\|191157;2026-08-24\|11.97\|-2.68\|12.28\|12.32\|11.89\|230384;2026-08-25\|12.13\|1.34\|11.92\|12.17\|11.77\|187269;2026-08-26\|11.96\|-1.40\|12.05\|12.14\|11.88\|162736;2026-08-27\|12.07\|0.92\|11.94\|12.08\|11.78\|199977;2026-08-28\|11.87\|-1.66\|12.09\|12.12\|11.79\|272261;2026-08-31\|11.93\|0.51\|11.82\|11.95\|11.53\|233427;2026-09-01\|11.67\|-2.18\|12.03\|12.08\|11.66\|247936;2026-09-02\|11.62\|-0.43\|11.55\|11.65\|11.32\|245814;2026-09-03\|12.18\|4.82\|11.67\|12.44\|11.65\|498714;2026-09-04\|12.18\|0.00\|12.10\|12.53\|12.09\|360531;2026-09-07\|12.22\|0.33\|12.20\|12.38\|12.02\|297447;2026-09-08\|12.59\|3.03\|12.20\|12.65\|12.10\|370906;2026-09-09\|12.40\|-1.51\|12.61\|12.64\|12.27\|257219;2026-09-10\|13.64\|10.00\|12.36\|13.64\|12.31\|976518;2026-09-11\|13.62\|-0.15\|13.33\|13.88\|13.30\|931750;2026-09-14\|13.49\|-0.95\|13.61\|13.62\|13.25\|521366;2026-09-15\|13.52\|0.22\|13.58\|13.98\|13.45\|517920
114831	其它归类	中东重建+国际工程+算力+一带一路行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749;2026-07-13\|8.33\|-6.93\|8.69\|8.69\|8.25\|421021;2026-07-14\|8.43\|1.20\|8.28\|8.44\|8.19\|283927;2026-07-15\|8.49\|0.71\|8.33\|8.51\|8.31\|251336;2026-07-16\|8.46\|-0.35\|8.35\|8.52\|8.26\|234909;2026-07-17\|8.38\|-0.95\|8.55\|8.78\|8.34\|367000;2026-07-20\|8.44\|0.72\|8.58\|8.58\|8.31\|287024;2026-07-21\|8.48\|0.47\|8.47\|8.48\|7.95\|376380;2026-07-22\|8.36\|-1.42\|8.31\|8.61\|8.27\|287352;2026-07-23\|8.55\|2.27\|8.37\|8.57\|8.27\|276866;2026-07-24\|8.23\|-3.74\|8.43\|8.49\|8.22\|253978;2026-07-27\|9.05\|9.96\|8.70\|9.05\|8.62\|242384;2026-07-28\|8.82\|-2.54\|9.05\|9.27\|8.75\|518676;2026-07-29\|9.03\|2.38\|8.77\|9.05\|8.70\|388827;2026-07-30\|8.97\|-0.66\|8.85\|9.07\|8.79\|321713;2026-07-31\|9.10\|1.45\|9.02\|9.15\|8.97\|346652;2026-08-03\|9.26\|1.76\|9.46\|9.47\|9.10\|377684;2026-08-04\|9.31\|0.54\|9.28\|9.34\|9.10\|302249;2026-08-05\|9.48\|1.83\|9.41\|9.60\|9.31\|403569;2026-08-06\|9.19\|-3.06\|9.36\|9.44\|9.12\|383421;2026-08-07\|9.22\|0.33\|9.13\|9.24\|9.07\|260112;2026-08-10\|9.19\|-0.33\|9.11\|9.24\|9.05\|234772;2026-08-11\|9.07\|-1.31\|9.15\|9.18\|9.00\|189834;2026-08-12\|9.13\|0.66\|9.08\|9.16\|9.08\|153446;2026-08-13\|8.94\|-2.08\|9.15\|9.17\|8.94\|218959;2026-08-14\|8.82\|-1.34\|8.99\|9.00\|8.76\|189305;2026-08-17\|8.84\|0.23\|8.76\|8.86\|8.64\|197609;2026-08-18\|8.63\|-2.38\|8.83\|8.83\|8.58\|256645;2026-08-19\|8.25\|-4.40\|8.55\|8.62\|8.24\|272221;2026-08-20\|8.33\|0.97\|8.33\|8.38\|8.26\|167211;2026-08-21\|8.36\|0.36\|8.29\|8.37\|8.18\|143250;2026-08-24\|8.44\|0.96\|8.41\|8.51\|8.32\|256629;2026-08-25\|8.49\|0.59\|8.36\|8.50\|8.31\|161909;2026-08-26\|8.61\|1.41\|8.80\|8.92\|8.56\|339325;2026-08-27\|8.62\|0.12\|8.58\|8.62\|8.52\|208856;2026-08-28\|8.69\|0.81\|8.62\|8.75\|8.57\|239346;2026-08-31\|8.58\|-1.27\|8.53\|8.73\|8.41\|254488;2026-09-01\|8.65\|0.82\|8.57\|8.68\|8.51\|211158;2026-09-02\|8.41\|-2.77\|8.52\|8.57\|8.39\|179117;2026-09-03\|8.51\|1.19\|8.42\|8.52\|8.40\|156130;2026-09-04\|8.54\|0.35\|8.55\|8.65\|8.49\|197568;2026-09-07\|8.55\|0.12\|8.56\|8.68\|8.51\|179573;2026-09-08\|8.68\|1.52\|8.52\|8.74\|8.48\|215994;2026-09-09\|8.75\|0.81\|8.61\|8.77\|8.61\|171312;2026-09-10\|8.70\|-0.57\|8.67\|8.75\|8.61\|139899;2026-09-11\|8.65\|-0.57\|8.60\|8.69\|8.47\|184791;2026-09-14\|8.52\|-1.50\|8.61\|8.67\|8.50\|149092;2026-09-15\|8.47\|-0.59\|8.52\|8.56\|8.41\|141879
114830	其它归类	拟收购存储公司+复牌+建筑幕墙 1、据2026年7月1日公告，公司拟通过发行股份及支付现金方式购买金胜电子100%股权，交易价格预计不超过6亿元，标的公司主要从事存储器的研发设计、生产制造及销售，系国家级专精特新重点“小巨人”企业，公司股票于7月1日复牌。 2、据2026年7月1日公告，本次交易完成后，公司将切入存储领域，打造第二增长曲线，拓展新的业务增长点。 3、据2025年年度报告，公司主营业务为建筑幕墙与门窗工程的设计、制造与施工，属于我国建筑幕墙行业第一阵营企业。	公司主营业务为建筑幕墙与门窗工程，项目类型涵盖高档写字楼、商业综合体和住宅楼等各类建筑的幕墙与门窗工程	2026-05-12\|13.85\|-2.05\|14.16\|14.20\|13.77\|20683;2026-05-13\|13.89\|0.29\|13.87\|13.91\|13.69\|19104;2026-05-14\|13.85\|-0.29\|13.88\|13.90\|13.70\|19672;2026-05-15\|13.85\|0.00\|13.72\|13.92\|13.70\|26498;2026-05-18\|13.85\|0.00\|13.72\|13.86\|13.70\|23449;2026-05-19\|13.82\|-0.22\|13.80\|13.93\|13.75\|16359;2026-05-20\|13.73\|-0.65\|13.82\|13.82\|13.61\|14949;2026-05-21\|13.33\|-2.91\|13.61\|13.76\|13.20\|23895;2026-05-22\|13.59\|1.95\|13.35\|13.62\|13.15\|22469;2026-05-25\|13.53\|-0.44\|13.56\|13.67\|13.27\|25631;2026-05-26\|13.31\|-1.63\|13.43\|13.47\|13.18\|28773;2026-05-27\|12.99\|-2.40\|13.29\|13.33\|12.81\|19601;2026-05-28\|13.03\|0.31\|13.09\|13.09\|12.80\|16186;2026-05-29\|12.66\|-2.84\|13.00\|13.03\|12.45\|19022;2026-06-01\|12.88\|1.74\|12.57\|12.88\|12.33\|18021;2026-06-02\|12.34\|-4.19\|12.87\|12.88\|12.33\|18286;2026-06-03\|12.15\|-1.54\|12.35\|12.40\|12.04\|16338;2026-06-04\|11.82\|-2.72\|12.06\|12.17\|11.79\|13093;2026-06-05\|12.15\|2.79\|11.82\|12.23\|11.72\|21474;2026-06-08\|11.76\|-3.21\|11.96\|12.15\|11.46\|17718;2026-06-09\|11.67\|-0.77\|11.72\|11.94\|11.58\|12022;2026-06-10\|11.55\|-1.03\|11.63\|11.72\|11.36\|12523;2026-06-11\|11.54\|-0.09\|11.44\|11.60\|11.20\|10832;2026-06-12\|11.76\|1.91\|11.58\|11.80\|11.41\|18836;2026-06-15\|12.94\|10.03\|11.87\|12.94\|11.86\|27129;2026-07-01\|14.23\|9.97\|14.23\|14.23\|14.23\|5120;2026-07-02\|15.65\|9.98\|15.65\|15.65\|15.65\|3632;2026-07-03\|17.22\|10.03\|17.22\|17.22\|17.22\|6055;2026-07-06\|18.94\|9.99\|18.94\|18.94\|18.94\|7245;2026-07-07\|20.83\|9.98\|20.83\|20.83\|20.83\|7289;2026-07-08\|22.91\|9.99\|22.91\|22.91\|22.80\|467147;2026-07-09\|25.20\|10.00\|24.21\|25.20\|24.10\|132015;2026-07-10\|26.75\|6.15\|27.72\|27.72\|26.54\|387032;2026-07-13\|29.43\|10.02\|25.53\|29.43\|25.53\|277585;2026-07-14\|32.37\|9.99\|31.00\|32.37\|28.02\|369247;2026-07-15\|35.61\|10.01\|32.88\|35.61\|31.18\|307379;2026-07-16\|32.05\|-10.00\|32.05\|32.05\|32.05\|27094;2026-07-17\|28.85\|-9.98\|28.85\|28.85\|28.85\|23094;2026-07-20\|25.97\|-9.98\|27.60\|31.74\|25.97\|425879;2026-07-21\|23.40\|-9.90\|23.37\|25.79\|23.37\|400530;2026-07-22\|24.67\|5.43\|22.98\|25.40\|22.51\|344960;2026-07-23\|25.80\|4.58\|24.50\|25.94\|23.67\|323654;2026-07-24\|26.51\|2.75\|24.60\|27.55\|24.60\|300540;2026-07-27\|28.32\|6.83\|26.28\|28.32\|23.86\|305367;2026-07-28\|25.49\|-9.99\|26.93\|28.25\|25.49\|266656;2026-07-29\|23.83\|-6.51\|24.22\|24.99\|22.94\|306624;2026-07-30\|26.21\|9.99\|23.48\|26.21\|22.58\|316523;2026-07-31\|25.00\|-4.62\|28.83\|28.83\|24.91\|472704;2026-08-03\|25.51\|2.04\|24.49\|26.50\|23.71\|331597;2026-08-04\|26.02\|2.00\|25.55\|26.20\|23.94\|333507;2026-08-05\|26.17\|0.58\|25.97\|26.99\|24.51\|347472;2026-08-06\|25.00\|-4.47\|25.82\|26.53\|24.80\|262427;2026-08-07\|27.50\|10.00\|24.50\|27.50\|24.28\|248016;2026-08-10\|27.58\|0.29\|28.34\|28.52\|25.34\|372125;2026-08-11\|30.34\|10.01\|27.25\|30.34\|26.84\|340997;2026-08-12\|31.20\|2.83\|30.00\|32.76\|29.13\|426582;2026-08-13\|28.98\|-7.12\|30.87\|33.00\|28.85\|370024;2026-08-14\|26.08\|-10.01\|29.35\|29.88\|26.08\|339732;2026-08-17\|26.22\|0.54\|25.45\|26.78\|24.60\|277810;2026-08-18\|26.77\|2.10\|26.18\|27.62\|25.59\|270178;2026-08-19\|24.09\|-10.01\|24.91\|25.50\|24.09\|172604;2026-08-20\|23.88\|-0.87\|23.18\|24.73\|22.63\|207863;2026-08-21\|23.39\|-2.05\|23.50\|23.76\|22.73\|148256;2026-08-24\|21.97\|-6.07\|23.25\|23.33\|21.10\|182935;2026-08-25\|21.77\|-0.91\|21.86\|21.99\|21.10\|137059;2026-08-26\|22.22\|2.07\|22.00\|22.46\|21.29\|149219;2026-08-27\|24.44\|9.99\|22.58\|24.44\|22.06\|188923;2026-08-28\|22.75\|-6.91\|23.63\|24.30\|22.69\|242343;2026-08-31\|22.45\|-1.32\|22.69\|23.99\|22.15\|192352;2026-09-01\|22.05\|-1.78\|22.90\|23.00\|21.90\|151764;2026-09-02\|20.80\|-5.67\|21.15\|21.57\|20.50\|167528;2026-09-03\|20.40\|-1.92\|21.22\|21.22\|20.19\|109839;2026-09-04\|20.11\|-1.42\|20.43\|20.60\|19.97\|90073;2026-09-07\|20.24\|0.65\|20.17\|20.57\|20.01\|84088;2026-09-08\|20.44\|0.99\|20.10\|20.58\|19.78\|103633;2026-09-09\|19.61\|-4.06\|20.53\|20.64\|19.50\|118087;2026-09-10\|19.34\|-1.38\|19.42\|20.30\|19.19\|82142;2026-09-11\|19.00\|-1.76\|19.28\|19.32\|18.63\|86383;2026-09-14\|18.99\|-0.05\|18.85\|19.15\|18.76\|54032;2026-09-15\|18.61\|-2.00\|19.04\|19.08\|18.53\|56918
114829		存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权	2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488;2026-07-13\|6.52\|-8.30\|7.03\|7.10\|6.41\|196767;2026-07-14\|6.59\|1.07\|6.53\|6.63\|6.30\|184242;2026-07-15\|6.38\|-3.19\|6.56\|6.69\|6.30\|168629;2026-07-16\|6.15\|-3.60\|6.38\|6.38\|6.12\|156320;2026-07-17\|5.75\|-6.50\|6.24\|6.28\|5.68\|167507;2026-07-20\|5.34\|-7.13\|5.85\|5.90\|5.25\|186687;2026-07-21\|5.49\|2.81\|5.40\|5.50\|4.83\|215466;2026-07-22\|5.32\|-3.10\|5.45\|5.55\|5.21\|176944;2026-07-23\|5.53\|3.95\|5.33\|5.55\|5.28\|144818;2026-07-24\|5.53\|0.00\|5.48\|5.62\|5.34\|154958;2026-07-27\|5.72\|3.44\|5.49\|5.72\|5.49\|148628;2026-07-28\|5.64\|-1.40\|5.61\|5.82\|5.59\|118060;2026-07-29\|5.77\|2.31\|5.60\|5.83\|5.50\|142676;2026-07-30\|5.69\|-1.39\|5.75\|5.82\|5.62\|151933;2026-07-31\|5.89\|3.51\|5.86\|6.00\|5.82\|157144;2026-08-03\|5.99\|1.70\|5.87\|6.03\|5.83\|138149;2026-08-04\|6.08\|1.50\|6.00\|6.12\|5.94\|165386;2026-08-05\|6.69\|10.03\|6.15\|6.69\|6.10\|259490;2026-08-06\|6.84\|2.24\|6.70\|6.90\|6.52\|321944;2026-08-07\|6.96\|1.75\|6.83\|7.03\|6.65\|198404;2026-08-10\|6.90\|-0.86\|6.95\|7.00\|6.83\|107798;2026-08-11\|6.73\|-2.46\|6.87\|6.93\|6.71\|136427;2026-08-12\|6.92\|2.82\|6.73\|6.93\|6.63\|117083;2026-08-13\|6.72\|-2.89\|6.92\|7.00\|6.71\|108194;2026-08-14\|6.74\|0.30\|6.72\|6.79\|6.60\|98361;2026-08-17\|6.77\|0.45\|6.74\|6.78\|6.64\|81213;2026-08-18\|6.75\|-0.30\|6.75\|6.77\|6.61\|95013;2026-08-19\|6.38\|-5.48\|6.70\|6.70\|6.33\|107517;2026-08-20\|6.53\|2.35\|6.40\|6.68\|6.35\|102430;2026-08-21\|6.73\|3.06\|6.50\|6.75\|6.39\|115470;2026-08-24\|6.62\|-1.63\|6.71\|6.86\|6.51\|101249;2026-08-25\|6.66\|0.60\|6.64\|6.75\|6.47\|102641;2026-08-26\|6.58\|-1.20\|6.65\|6.76\|6.51\|146871;2026-08-27\|6.56\|-0.30\|6.54\|6.66\|6.48\|143183;2026-08-28\|6.73\|2.59\|6.56\|6.89\|6.56\|137375;2026-08-31\|6.75\|0.30\|6.66\|6.78\|6.60\|78475;2026-09-01\|6.63\|-1.78\|6.78\|6.88\|6.62\|112103;2026-09-02\|6.55\|-1.21\|6.56\|6.62\|6.44\|97697;2026-09-03\|6.48\|-1.07\|6.58\|6.71\|6.46\|81984;2026-09-04\|6.42\|-0.93\|6.54\|6.68\|6.35\|112096;2026-09-07\|6.41\|-0.16\|6.50\|6.51\|6.37\|83681;2026-09-08\|6.53\|1.87\|6.41\|6.70\|6.40\|204622;2026-09-09\|6.36\|-2.60\|6.47\|6.52\|6.32\|85705;2026-09-10\|6.35\|-0.16\|6.37\|6.38\|6.26\|56367;2026-09-11\|6.17\|-2.83\|6.29\|6.32\|6.05\|108926;2026-09-14\|6.13\|-0.65\|6.20\|6.22\|6.07\|58313;2026-09-15\|5.94\|-3.10\|6.10\|6.16\|5.92\|91325
114828	六氟化钨价格大幅飙升	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头；公司旗下中巨芯科技有限公司生产供应电子级氟化氢气体	2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476;2026-07-13\|41.96\|-3.36\|42.00\|43.20\|41.64\|708020;2026-07-14\|42.85\|2.12\|42.05\|43.09\|41.11\|522678;2026-07-15\|42.20\|-1.52\|42.85\|43.08\|41.50\|462120;2026-07-16\|39.98\|-5.26\|41.89\|41.98\|39.69\|584913;2026-07-17\|39.13\|-2.13\|39.87\|41.15\|38.81\|525822;2026-07-20\|37.90\|-3.14\|39.75\|39.99\|37.07\|571537;2026-07-21\|40.38\|6.54\|37.90\|40.40\|36.78\|610209;2026-07-22\|38.78\|-3.96\|39.98\|40.29\|38.50\|440164;2026-07-23\|40.83\|5.29\|38.78\|40.95\|38.42\|497588;2026-07-24\|39.78\|-2.57\|40.10\|40.75\|39.52\|378556;2026-07-27\|40.16\|0.96\|39.58\|40.40\|39.15\|323122;2026-07-28\|38.44\|-4.28\|39.50\|39.63\|38.24\|290436;2026-07-29\|39.11\|1.74\|38.42\|39.82\|37.23\|391326;2026-07-30\|39.61\|1.28\|38.95\|40.50\|38.88\|478932;2026-07-31\|39.52\|-0.23\|40.99\|41.28\|39.13\|446195;2026-08-03\|39.86\|0.86\|39.30\|40.43\|38.95\|262341;2026-08-04\|41.35\|3.74\|40.00\|41.61\|39.64\|426205;2026-08-05\|43.09\|4.21\|41.07\|43.20\|40.90\|469636;2026-08-06\|43.84\|1.74\|42.71\|43.99\|42.35\|403921;2026-08-07\|43.29\|-1.25\|43.54\|43.69\|42.74\|319395;2026-08-10\|44.26\|2.24\|43.00\|44.50\|43.00\|350773;2026-08-11\|42.22\|-4.61\|44.01\|44.44\|42.13\|363598;2026-08-12\|41.20\|-2.42\|42.09\|42.45\|40.89\|413366;2026-08-13\|41.32\|0.29\|41.20\|41.98\|40.81\|374369;2026-08-14\|40.77\|-1.33\|41.33\|41.60\|40.50\|266584;2026-08-17\|40.84\|0.17\|40.90\|41.30\|40.56\|317207;2026-08-18\|40.00\|-2.06\|40.75\|41.74\|39.40\|466236;2026-08-19\|38.80\|-3.00\|39.46\|40.69\|38.51\|380644;2026-08-20\|38.70\|-0.26\|39.01\|39.44\|38.52\|269526;2026-08-21\|38.70\|0.00\|38.51\|39.01\|38.10\|254295;2026-08-24\|37.82\|-2.27\|38.71\|38.95\|37.37\|250897;2026-08-25\|37.92\|0.26\|37.46\|38.20\|36.99\|289254;2026-08-26\|38.15\|0.61\|37.99\|38.55\|37.50\|256785;2026-08-27\|39.54\|3.64\|38.22\|39.68\|38.10\|384244;2026-08-28\|40.54\|2.53\|40.28\|40.81\|39.83\|487849;2026-08-31\|40.54\|0.00\|39.60\|40.80\|39.50\|347150;2026-09-01\|39.05\|-3.68\|40.54\|40.54\|39.00\|288236;2026-09-02\|38.03\|-2.61\|38.50\|38.85\|38.00\|232339;2026-09-03\|38.55\|1.37\|38.20\|38.85\|37.91\|241830;2026-09-04\|37.92\|-1.63\|38.61\|38.80\|37.61\|208373;2026-09-07\|37.95\|0.08\|38.00\|38.27\|37.51\|167132;2026-09-08\|38.23\|0.74\|38.00\|38.50\|37.65\|163743;2026-09-09\|38.40\|0.44\|37.93\|38.50\|37.90\|147415;2026-09-10\|37.00\|-3.65\|38.10\|38.19\|37.00\|223237;2026-09-11\|35.26\|-4.70\|36.68\|36.70\|34.99\|346399;2026-09-14\|35.06\|-0.57\|35.20\|35.37\|34.82\|190325;2026-09-15\|35.60\|1.54\|34.84\|36.14\|34.83\|200836
114827	六氟化钨价格大幅飙升	氟化工+化工新材料+一季报大增+染料龙头行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司联营企业浙江巍华新材料股份有限公司主营业务为研发、生产氯甲苯类和三氟甲基苯类系列产品；据2026年5月13日投资者关系活动记录表，公司子公司已涉足化工新材料的相关原料。 2、据2026年6月30日投资者关系活动记录表，2026年第一季度公司实现归母净利润1.84亿元，同比增长284.41%。 3、据2026年6月30日投资者关系活动记录表，公司染料年总产能近23.8万吨，市场占有率稳居国内前二，已形成从热电、蒸汽到染料等完善的产业链。	公司染料产品占有率稳居国内染料市场份额第二位，参股的浙江巍华新材料拥有三氟甲苯产能	2026-05-12\|10.36\|-1.80\|10.59\|10.60\|10.22\|338280;2026-05-13\|10.42\|0.58\|10.25\|10.57\|10.25\|271247;2026-05-14\|10.17\|-2.40\|10.40\|10.49\|10.11\|250993;2026-05-15\|9.96\|-2.06\|10.17\|10.45\|9.88\|332880;2026-05-18\|9.74\|-2.21\|9.96\|9.97\|9.67\|292395;2026-05-19\|9.72\|-0.21\|9.71\|9.76\|9.42\|284174;2026-05-20\|9.71\|-0.10\|9.64\|9.82\|9.54\|227675;2026-05-21\|9.37\|-3.50\|9.76\|9.77\|9.33\|270289;2026-05-22\|9.59\|2.35\|9.47\|9.68\|9.33\|228108;2026-05-25\|9.24\|-3.65\|9.58\|9.59\|9.23\|235344;2026-05-26\|9.79\|5.95\|9.19\|9.80\|9.06\|588987;2026-05-27\|9.49\|-3.06\|9.70\|9.84\|9.39\|377920;2026-05-28\|9.43\|-0.63\|9.53\|9.58\|9.25\|236145;2026-05-29\|9.47\|0.42\|9.41\|9.54\|9.27\|272752;2026-06-01\|9.43\|-0.42\|9.40\|9.59\|9.36\|256518;2026-06-02\|9.29\|-1.48\|9.47\|9.51\|9.12\|232411;2026-06-03\|9.11\|-1.94\|9.29\|9.29\|9.06\|225248;2026-06-04\|8.98\|-1.43\|9.09\|9.15\|8.94\|225852;2026-06-05\|8.99\|0.11\|8.98\|9.15\|8.89\|215246;2026-06-08\|8.62\|-4.12\|8.87\|9.04\|8.55\|236811;2026-06-09\|8.74\|1.39\|8.78\|8.88\|8.50\|206704;2026-06-10\|8.77\|0.34\|8.67\|8.99\|8.61\|231140;2026-06-11\|8.63\|-1.60\|8.88\|9.04\|8.52\|233386;2026-06-12\|9.07\|5.10\|8.64\|9.31\|8.48\|469726;2026-06-15\|9.98\|10.03\|9.59\|9.98\|9.43\|987661;2026-06-16\|9.72\|-2.61\|9.93\|10.14\|9.70\|883974;2026-06-17\|10.44\|7.41\|9.58\|10.47\|9.54\|881288;2026-06-18\|9.99\|-2.44\|10.14\|10.19\|9.74\|593066;2026-06-22\|10.99\|10.01\|9.70\|10.99\|9.50\|690961;2026-06-23\|11.00\|0.09\|11.20\|11.52\|10.87\|1081519;2026-06-24\|11.54\|4.91\|11.04\|11.74\|10.90\|1122461;2026-06-25\|11.62\|0.69\|11.20\|11.88\|10.91\|1109914;2026-06-26\|10.59\|-8.86\|11.42\|11.48\|10.57\|806815;2026-06-29\|10.56\|-0.28\|10.67\|11.25\|10.52\|631934;2026-06-30\|10.25\|-2.94\|10.45\|10.56\|10.15\|542796;2026-07-01\|11.28\|10.05\|10.20\|11.28\|10.02\|635899;2026-07-02\|11.01\|-2.39\|11.40\|11.41\|10.91\|641102;2026-07-03\|10.54\|-4.27\|11.01\|11.16\|10.47\|501918;2026-07-06\|11.03\|4.65\|10.54\|11.16\|10.39\|697506;2026-07-07\|10.43\|-5.44\|11.11\|11.18\|10.35\|536313;2026-07-08\|9.47\|-9.20\|10.34\|10.46\|9.43\|637010;2026-07-09\|9.53\|0.63\|9.54\|9.74\|9.25\|417611;2026-07-10\|9.78\|2.62\|9.54\|10.05\|9.29\|459829;2026-07-13\|9.90\|1.23\|9.82\|10.38\|9.77\|482720;2026-07-14\|10.70\|8.08\|10.05\|10.76\|9.67\|869646;2026-07-15\|11.29\|5.51\|10.71\|11.48\|10.60\|842980;2026-07-16\|10.89\|-3.54\|11.01\|11.25\|10.80\|499339;2026-07-17\|10.71\|-1.65\|10.86\|11.33\|10.68\|555993;2026-07-20\|11.78\|9.99\|10.74\|11.78\|10.47\|1003297;2026-07-21\|12.29\|4.33\|12.01\|12.95\|11.95\|1328510;2026-07-22\|12.55\|2.12\|12.00\|13.09\|11.98\|947412;2026-07-23\|13.17\|4.94\|12.30\|13.24\|11.82\|952861;2026-07-24\|11.85\|-10.02\|12.86\|12.90\|11.85\|650078;2026-07-27\|11.91\|0.51\|11.33\|12.06\|11.33\|535858;2026-07-28\|12.40\|4.11\|11.70\|12.79\|11.63\|710397;2026-07-29\|13.64\|10.00\|12.40\|13.64\|12.37\|824221;2026-07-30\|13.64\|0.00\|13.47\|14.22\|13.04\|1025250;2026-07-31\|13.71\|0.51\|12.86\|13.73\|12.81\|768642;2026-08-03\|12.99\|-5.25\|13.50\|13.71\|12.80\|665736;2026-08-04\|12.75\|-1.85\|13.00\|13.02\|12.56\|582326;2026-08-05\|13.05\|2.35\|12.66\|13.19\|12.40\|574679;2026-08-06\|13.04\|-0.08\|12.96\|13.38\|12.67\|540374;2026-08-07\|13.25\|1.61\|13.05\|13.48\|12.80\|673601;2026-08-10\|13.87\|4.68\|13.26\|13.99\|13.18\|754678;2026-08-11\|13.02\|-6.13\|13.58\|13.93\|12.90\|668182;2026-08-12\|13.28\|2.00\|13.05\|13.99\|12.92\|630670;2026-08-13\|12.59\|-5.20\|13.27\|13.39\|12.58\|578038;2026-08-14\|12.37\|-1.75\|12.65\|12.69\|12.02\|517909;2026-08-17\|13.04\|5.42\|12.60\|13.09\|12.29\|436556;2026-08-18\|13.23\|1.46\|13.10\|13.31\|12.98\|389520;2026-08-19\|12.58\|-4.91\|13.05\|13.14\|12.50\|387585;2026-08-20\|12.54\|-0.32\|12.75\|13.34\|12.40\|344376;2026-08-21\|12.30\|-1.91\|12.54\|12.67\|12.15\|228082;2026-08-24\|12.40\|0.81\|12.40\|12.67\|12.10\|401607;2026-08-25\|12.09\|-2.50\|12.22\|12.38\|11.73\|354830;2026-08-26\|12.60\|4.22\|12.15\|12.74\|12.00\|388703;2026-08-27\|13.07\|3.73\|12.70\|13.15\|12.45\|513964;2026-08-28\|13.89\|6.27\|13.19\|14.13\|12.87\|676191;2026-08-31\|14.01\|0.86\|13.76\|14.29\|13.33\|726960;2026-09-01\|14.12\|0.79\|14.32\|14.80\|13.99\|752956;2026-09-02\|13.55\|-4.04\|14.07\|14.54\|13.34\|631509;2026-09-03\|13.50\|-0.37\|13.53\|13.75\|13.20\|418433;2026-09-04\|13.30\|-1.48\|13.48\|13.97\|13.22\|455714;2026-09-07\|12.57\|-5.49\|13.20\|13.35\|12.45\|541603;2026-09-08\|12.72\|1.19\|12.58\|12.90\|12.39\|372106;2026-09-09\|12.69\|-0.24\|12.60\|12.94\|12.50\|301746;2026-09-10\|12.28\|-3.23\|12.70\|12.84\|12.25\|327380;2026-09-11\|11.54\|-6.03\|12.16\|12.20\|11.06\|490691;2026-09-14\|12.06\|4.51\|11.77\|12.26\|11.66\|388391;2026-09-15\|11.76\|-2.49\|12.02\|12.08\|11.72\|233821
114826	苹果首款折叠屏iPhone Fold将量产	玻璃基板封装+MED电子纸+触摸屏龙头行业原因： 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15日互动易，公司自主及合作开发出扇出型面板级封装FOPLP技术、玻璃通孔TGV技术，制作出线宽线距为15μm/15μm的FCBGA载板等工程样品，2025年TGV技术成功实现8：1的孔径比，2026年继续积极推进玻璃基面板级封装载板技术的深入开发。 2、据2026年6月8日投资者关系活动记录表，公司MED项目核心进口设备已陆续到货并安装调试，部分设备已完成冷运行并逐步开展工艺调试，力争2026年9月底前实现产线的产品点亮。 3、据2025年年度报告，公司拥有国内目前唯一一条批量生产的第5代触摸屏生产线，是全球笔记本电脑用触摸屏细分市场的龙头厂商，车载盖板玻璃出货量国内领先。	公司已自主开发并掌握了G-G、OGS、OGM、GMF、AOFT等多种不同技术路线和产品结构的触控技术，可支持刚性或柔性衬底的触摸屏	2026-05-12\|11.00\|-1.17\|11.05\|11.13\|10.96\|109550;2026-05-13\|11.28\|2.55\|11.00\|11.34\|10.92\|157051;2026-05-14\|10.98\|-2.66\|11.27\|11.28\|10.98\|154367;2026-05-15\|10.76\|-2.00\|10.95\|11.10\|10.66\|156517;2026-05-18\|10.86\|0.93\|10.73\|10.93\|10.62\|94287;2026-05-19\|11.07\|1.93\|10.79\|11.08\|10.69\|125279;2026-05-20\|10.93\|-1.26\|10.99\|11.07\|10.78\|102598;2026-05-21\|10.80\|-1.19\|11.14\|11.58\|10.77\|245917;2026-05-22\|11.41\|5.65\|10.94\|11.44\|10.73\|257872;2026-05-25\|11.86\|3.94\|11.40\|12.22\|11.34\|348761;2026-05-26\|11.95\|0.76\|11.77\|12.09\|11.65\|338057;2026-05-27\|12.27\|2.68\|11.98\|12.33\|11.68\|462385;2026-05-28\|12.40\|1.06\|12.01\|12.78\|11.95\|492179;2026-05-29\|11.65\|-6.05\|12.41\|12.45\|11.54\|365772;2026-06-01\|11.90\|2.15\|11.65\|12.50\|11.63\|329559;2026-06-02\|12.09\|1.60\|11.95\|12.30\|11.83\|305031;2026-06-03\|12.43\|2.81\|11.99\|12.99\|11.97\|493960;2026-06-04\|12.83\|3.22\|12.26\|12.94\|12.19\|495114;2026-06-05\|13.52\|5.38\|12.68\|14.06\|12.64\|815064;2026-06-08\|13.09\|-3.18\|13.00\|13.75\|12.74\|625253;2026-06-09\|13.24\|1.15\|13.28\|13.28\|12.60\|460454;2026-06-10\|13.21\|-0.23\|13.01\|13.74\|12.93\|488710;2026-06-11\|12.59\|-4.69\|13.01\|13.01\|12.47\|413179;2026-06-12\|12.16\|-3.42\|12.83\|13.06\|12.02\|411632;2026-06-15\|13.38\|10.03\|12.30\|13.38\|12.21\|389635;2026-06-16\|13.54\|1.20\|13.35\|13.72\|13.10\|545854;2026-06-17\|14.78\|9.97\|13.36\|14.78\|13.33\|418624;2026-06-18\|14.07\|-4.80\|14.84\|14.99\|13.84\|822217;2026-06-22\|15.15\|7.68\|14.36\|15.48\|14.35\|955192;2026-06-23\|14.29\|-5.68\|15.00\|15.20\|14.15\|643443;2026-06-24\|14.08\|-1.47\|14.18\|14.27\|13.68\|456746;2026-06-25\|14.20\|0.85\|14.12\|15.05\|14.09\|621558;2026-06-26\|15.62\|10.00\|14.09\|15.62\|14.02\|564996;2026-06-29\|15.93\|1.98\|16.39\|16.58\|15.50\|1064169;2026-06-30\|17.52\|9.98\|15.85\|17.52\|15.68\|401525;2026-07-01\|18.05\|3.03\|17.35\|18.35\|16.37\|1176465;2026-07-02\|16.25\|-9.97\|16.90\|17.17\|16.25\|761572;2026-07-03\|14.63\|-9.97\|15.41\|15.70\|14.63\|605155;2026-07-06\|13.17\|-9.98\|14.31\|14.38\|13.17\|656762;2026-07-07\|12.51\|-5.01\|12.94\|13.05\|12.32\|469775;2026-07-08\|11.59\|-7.35\|12.41\|12.61\|11.57\|480267;2026-07-09\|12.08\|4.23\|11.83\|12.13\|11.22\|557624;2026-07-10\|11.64\|-3.64\|12.06\|12.50\|11.64\|496619;2026-07-13\|10.60\|-8.93\|11.43\|11.64\|10.52\|420054;2026-07-14\|11.00\|3.77\|10.69\|11.04\|10.50\|327042;2026-07-15\|10.54\|-4.18\|11.12\|11.12\|10.50\|273590;2026-07-16\|10.32\|-2.09\|10.38\|10.60\|10.26\|216886;2026-07-17\|10.11\|-2.03\|10.32\|10.49\|10.03\|248217;2026-07-20\|9.49\|-6.13\|10.26\|10.29\|9.22\|295483;2026-07-21\|9.96\|4.95\|9.50\|9.99\|9.00\|323676;2026-07-22\|9.44\|-5.22\|9.90\|10.00\|9.41\|293582;2026-07-23\|9.64\|2.12\|9.42\|9.68\|9.29\|218760;2026-07-24\|9.34\|-3.11\|9.49\|9.60\|9.24\|160792;2026-07-27\|9.66\|3.43\|9.34\|9.66\|9.26\|164527;2026-07-28\|9.53\|-1.35\|9.54\|9.80\|9.50\|191582;2026-07-29\|9.81\|2.94\|9.47\|9.83\|9.33\|213899;2026-07-30\|9.72\|-0.92\|9.68\|9.86\|9.52\|220029;2026-07-31\|9.82\|1.03\|10.01\|10.13\|9.81\|291323;2026-08-03\|9.85\|0.31\|9.73\|9.85\|9.65\|149351;2026-08-04\|10.14\|2.94\|9.89\|10.15\|9.83\|223929;2026-08-05\|10.49\|3.45\|10.06\|10.59\|10.05\|302773;2026-08-06\|10.44\|-0.48\|10.37\|10.52\|10.25\|245776;2026-08-07\|10.64\|1.92\|10.38\|10.68\|10.34\|250723;2026-08-10\|10.48\|-1.50\|10.60\|10.60\|10.35\|187152;2026-08-11\|10.35\|-1.24\|10.40\|10.53\|10.31\|164341;2026-08-12\|10.62\|2.61\|10.34\|10.63\|10.32\|186823;2026-08-13\|10.35\|-2.54\|10.70\|10.71\|10.35\|146315;2026-08-14\|10.45\|0.97\|10.34\|10.46\|10.26\|130090;2026-08-17\|10.70\|2.39\|10.44\|10.70\|10.33\|183610;2026-08-18\|10.84\|1.31\|10.69\|11.03\|10.63\|266768;2026-08-19\|10.17\|-6.18\|10.55\|10.73\|10.10\|241610;2026-08-20\|10.21\|0.39\|10.35\|10.36\|10.11\|124831;2026-08-21\|10.22\|0.10\|10.12\|10.27\|9.80\|138059;2026-08-24\|10.16\|-0.59\|10.20\|10.33\|9.90\|136671;2026-08-25\|10.29\|1.28\|10.00\|10.34\|9.89\|120053;2026-08-26\|10.30\|0.10\|10.31\|10.39\|10.12\|99815;2026-08-27\|10.52\|2.14\|10.24\|10.56\|10.24\|123491;2026-08-28\|10.43\|-0.86\|10.48\|10.62\|10.40\|104417;2026-08-31\|10.54\|1.05\|10.30\|10.55\|10.16\|128702;2026-09-01\|10.41\|-1.23\|10.53\|10.58\|10.34\|105994;2026-09-02\|10.93\|5.00\|10.28\|11.12\|10.27\|425053;2026-09-03\|10.97\|0.37\|11.14\|11.26\|10.79\|292837;2026-09-04\|10.72\|-2.28\|11.01\|11.15\|10.63\|237629;2026-09-07\|10.79\|0.65\|10.78\|10.93\|10.70\|138218;2026-09-08\|10.75\|-0.37\|10.83\|11.04\|10.66\|153588;2026-09-09\|11.10\|3.26\|10.80\|11.25\|10.74\|264541;2026-09-10\|10.80\|-2.70\|11.00\|11.02\|10.75\|167190;2026-09-11\|11.15\|3.24\|10.65\|11.20\|10.57\|272073;2026-09-14\|11.58\|3.86\|11.18\|11.60\|11.05\|434413;2026-09-15\|11.37\|-1.81\|11.50\|11.80\|11.33\|339890
114825	苹果首款折叠屏iPhone Fold将量产	折叠屏手机+苹果概念+一季报增长行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年6月5日互动易，公司生产的铝制结构件材料已用于三星、谷歌、OPPO等品牌的折叠屏手机，在折叠屏手机材料领域具有丰富的经验和技术实力。 2、据2026年6月12日互动易，公司2026年一季度营收和净利润增长，主因三星S 26、OPPO Find N6折叠屏及苹果笔记本等新品量产，同时新能源及汽车铝型材业务订单增加、产销量大幅增长并实现盈利。 3、据2025年年报，公司消费电子产品铝制结构件材料已应用于苹果iPad、苹果系列笔记本电脑及平板电脑外壳，苹果笔记本电脑新品已量产并实现供货。	公司生产的铝制结构件材料有用于折叠屏手机铰链，包括三星、谷歌、OPPO等品牌的折叠屏手机	2026-05-12\|10.83\|-0.91\|10.90\|11.15\|10.76\|291455;2026-05-13\|10.95\|1.11\|10.78\|10.97\|10.73\|262573;2026-05-14\|10.64\|-2.83\|10.89\|10.91\|10.64\|245532;2026-05-15\|10.61\|-0.28\|10.63\|10.85\|10.50\|257676;2026-05-18\|10.73\|1.13\|10.56\|10.73\|10.32\|235588;2026-05-19\|11.00\|2.52\|10.72\|11.00\|10.58\|290139;2026-05-20\|10.87\|-1.18\|10.86\|11.04\|10.75\|203292;2026-05-21\|10.40\|-4.32\|10.97\|11.04\|10.37\|283251;2026-05-22\|10.85\|4.33\|10.50\|10.88\|10.44\|280059;2026-05-25\|10.62\|-2.12\|10.84\|10.84\|10.47\|185181;2026-05-26\|10.66\|0.38\|10.48\|10.97\|10.43\|232755;2026-05-27\|10.26\|-3.75\|10.58\|10.70\|10.11\|257863;2026-05-28\|10.49\|2.24\|10.15\|10.67\|10.14\|242307;2026-05-29\|10.18\|-2.96\|10.45\|10.64\|10.10\|236404;2026-06-01\|10.83\|6.39\|10.57\|11.04\|10.57\|488696;2026-06-02\|10.73\|-0.92\|10.72\|10.98\|10.68\|414504;2026-06-03\|10.43\|-2.80\|10.64\|10.99\|10.28\|333890;2026-06-04\|10.27\|-1.53\|10.20\|10.57\|10.13\|218647;2026-06-05\|10.66\|3.80\|10.17\|10.98\|9.65\|500611;2026-06-08\|10.20\|-4.32\|10.40\|10.69\|10.10\|313561;2026-06-09\|10.02\|-0.69\|10.11\|10.25\|9.79\|259491;2026-06-10\|9.80\|-2.20\|9.86\|9.96\|9.56\|232974;2026-06-11\|9.80\|0.00\|9.70\|9.98\|9.48\|199156;2026-06-12\|9.71\|-0.92\|9.83\|10.06\|9.54\|228170;2026-06-15\|10.68\|9.99\|9.79\|10.68\|9.77\|307527;2026-06-16\|10.78\|0.94\|10.68\|10.78\|10.44\|476321;2026-06-17\|10.80\|0.19\|10.78\|11.04\|10.67\|326819;2026-06-18\|10.65\|-1.39\|10.87\|10.90\|10.55\|277249;2026-06-22\|10.74\|0.85\|10.63\|10.80\|10.45\|286894;2026-06-23\|10.87\|1.21\|10.70\|10.90\|10.46\|371453;2026-06-24\|11.50\|5.80\|10.75\|11.54\|10.57\|872043;2026-06-25\|10.82\|-5.91\|11.27\|11.27\|10.70\|665339;2026-06-26\|9.74\|-9.98\|10.60\|10.60\|9.74\|370811;2026-06-29\|8.77\|-9.96\|9.24\|9.41\|8.77\|438715;2026-06-30\|8.48\|-3.31\|8.55\|8.80\|8.40\|407640;2026-07-01\|8.32\|-1.89\|8.53\|8.54\|8.25\|379656;2026-07-02\|8.05\|-3.25\|8.22\|8.37\|8.04\|326404;2026-07-03\|8.86\|10.06\|8.61\|8.86\|8.61\|169439;2026-07-06\|8.44\|-4.74\|9.22\|9.23\|8.26\|543563;2026-07-07\|8.60\|1.90\|8.24\|8.65\|8.13\|317281;2026-07-08\|8.30\|-3.49\|8.53\|8.53\|8.25\|210207;2026-07-09\|8.23\|-0.84\|8.38\|8.44\|8.06\|230714;2026-07-10\|8.20\|-0.36\|8.09\|8.35\|8.06\|214429;2026-07-13\|7.66\|-6.59\|8.11\|8.18\|7.66\|254634;2026-07-14\|7.74\|1.04\|7.60\|7.75\|7.44\|183636;2026-07-15\|7.79\|0.65\|7.72\|7.81\|7.58\|144121;2026-07-16\|8.57\|10.01\|8.57\|8.57\|8.51\|227766;2026-07-17\|8.80\|2.68\|8.60\|9.43\|8.47\|868644;2026-07-20\|8.18\|-7.05\|7.92\|8.54\|7.92\|580262;2026-07-21\|8.18\|0.00\|7.97\|8.25\|7.68\|467628;2026-07-22\|8.53\|4.28\|8.02\|8.60\|7.90\|526102;2026-07-23\|8.41\|-1.41\|8.25\|8.41\|8.22\|330803;2026-07-24\|8.46\|0.59\|8.24\|8.74\|8.22\|372305;2026-07-27\|8.75\|3.43\|8.31\|8.79\|8.31\|333834;2026-07-28\|8.97\|2.51\|8.61\|9.11\|8.58\|399339;2026-07-29\|8.62\|-3.90\|8.97\|9.35\|8.55\|492265;2026-07-30\|9.11\|5.68\|8.44\|9.48\|8.44\|800559;2026-07-31\|9.05\|-0.66\|8.89\|9.14\|8.74\|659879;2026-08-03\|8.95\|-1.10\|8.90\|9.04\|8.76\|378962;2026-08-04\|8.99\|0.45\|8.99\|9.05\|8.89\|331266;2026-08-05\|9.20\|2.34\|8.91\|9.22\|8.86\|443817;2026-08-06\|9.15\|-0.54\|9.11\|9.29\|8.96\|329928;2026-08-07\|8.99\|-1.75\|9.11\|9.14\|8.89\|282617;2026-08-10\|9.13\|1.56\|8.98\|9.19\|8.81\|306463;2026-08-11\|9.33\|2.19\|9.08\|9.39\|9.05\|371431;2026-08-12\|9.22\|-1.18\|9.25\|9.30\|9.14\|242807;2026-08-13\|9.02\|-2.17\|9.23\|9.36\|9.01\|301319;2026-08-14\|9.07\|0.55\|9.02\|9.16\|8.94\|206066;2026-08-17\|8.97\|-1.10\|9.05\|9.14\|8.85\|202260;2026-08-18\|8.85\|-1.34\|8.92\|8.97\|8.69\|225325;2026-08-19\|8.48\|-4.18\|8.76\|8.81\|8.45\|202067;2026-08-20\|8.86\|4.48\|8.58\|9.04\|8.42\|299012;2026-08-21\|9.33\|5.30\|8.85\|9.70\|8.73\|547287;2026-08-24\|9.58\|2.68\|9.30\|9.87\|9.25\|533953;2026-08-25\|9.61\|0.31\|9.50\|9.68\|9.38\|351850;2026-08-26\|9.48\|-1.35\|9.56\|9.70\|9.44\|278045;2026-08-27\|9.54\|0.63\|9.45\|9.55\|9.33\|309228;2026-08-28\|9.65\|1.15\|9.47\|9.75\|9.47\|286279;2026-08-31\|9.74\|0.93\|9.74\|9.78\|9.46\|342071;2026-09-01\|9.80\|0.62\|9.70\|9.85\|9.62\|304954;2026-09-02\|9.51\|-2.96\|9.80\|10.50\|9.43\|678242;2026-09-03\|9.32\|-2.00\|9.64\|9.87\|9.29\|453781;2026-09-04\|9.19\|-1.39\|9.40\|9.48\|9.12\|290165;2026-09-07\|9.23\|0.44\|9.21\|9.44\|9.18\|219664;2026-09-08\|9.15\|-0.87\|9.29\|9.47\|9.09\|249868;2026-09-09\|8.81\|-3.72\|9.11\|9.15\|8.80\|264702;2026-09-10\|8.65\|-1.82\|8.79\|8.87\|8.55\|221626;2026-09-11\|8.40\|-2.89\|8.62\|8.62\|8.25\|190986;2026-09-14\|8.36\|-0.48\|8.30\|8.43\|8.27\|129234;2026-09-15\|8.23\|-1.55\|8.35\|8.40\|8.20\|117111
114824		控制权变更+氢能中心+天然气行业原因： 1、3月12日，布伦特原油再度突破100美元/桶，日内涨超9%。 2、据券商中国，伊朗局势最新消息方面，当地时间12日凌晨，两艘外国油轮在伊拉克领海内遭袭。随后，有消息称，伊拉克石油港口全面停止运营。上述消息再度刺激油价上涨。公司原因： 1、据2026年2月26日公告，控股股东顶信瑞通向东阳诺信芯材协议转让29.64%股份已完成过户，公司控股股东变更为诺信芯材，实际控制人变更为孙维佳。 2、据2025年9月12日机构调研，扬州仪征化学工业园区氢能中心制氢母站由公司子公司联合中石化江苏石油分公司投建运营，项目按计划推进，未来将开展制氢、售氢业务。 3、据2024年年报及2025年半年报，公司主营城市燃气，在四川、江西、辽宁、湖北等地拥有特许经营权，服务用户54.8万户，2024年燃气供应收入16.55亿元，占总收入95.28%。	公司主营城市管道燃气和零售商业	2026-05-12\|22.60\|-7.45\|24.01\|24.20\|21.99\|491276;2026-05-13\|23.66\|4.69\|22.60\|24.30\|22.23\|334660;2026-05-14\|23.40\|-1.10\|23.66\|24.28\|23.40\|229315;2026-05-15\|23.54\|0.60\|23.59\|24.29\|22.88\|282617;2026-05-18\|23.77\|0.98\|22.97\|24.00\|22.40\|229094;2026-05-19\|24.35\|2.44\|23.97\|24.89\|23.69\|302986;2026-05-20\|24.54\|0.78\|24.03\|25.65\|24.03\|314763;2026-05-21\|23.45\|-4.44\|24.49\|25.20\|23.32\|321206;2026-05-22\|23.21\|-1.02\|23.28\|23.65\|22.88\|209651;2026-05-25\|22.30\|-3.92\|23.16\|23.24\|22.01\|213898;2026-05-26\|20.70\|-7.17\|22.20\|22.20\|20.22\|263662;2026-05-27\|21.78\|5.22\|20.50\|22.77\|20.22\|331639;2026-05-28\|21.13\|-2.98\|21.71\|21.85\|20.67\|184719;2026-05-29\|20.59\|-2.56\|21.00\|21.44\|20.45\|132511;2026-06-01\|21.25\|3.21\|20.65\|21.78\|20.48\|164355;2026-06-02\|20.76\|-2.31\|21.26\|21.49\|20.50\|130542;2026-06-03\|20.71\|-0.24\|20.76\|20.95\|20.29\|110689;2026-06-04\|20.39\|-1.55\|20.41\|20.70\|20.04\|96219;2026-06-05\|20.23\|-0.78\|20.39\|21.05\|19.90\|106389;2026-06-08\|19.99\|-1.19\|19.80\|20.64\|19.54\|93550;2026-06-09\|21.50\|7.55\|20.25\|21.74\|19.91\|204839;2026-06-10\|21.87\|1.72\|21.79\|22.09\|20.76\|243783;2026-06-11\|20.63\|-5.67\|21.87\|22.38\|20.42\|233442;2026-06-12\|20.61\|-0.10\|20.42\|21.50\|20.16\|165700;2026-06-15\|22.67\|10.00\|20.43\|22.67\|20.03\|277889;2026-06-16\|23.76\|4.81\|23.00\|24.11\|22.53\|294827;2026-06-17\|25.15\|5.85\|23.76\|25.36\|23.40\|328108;2026-06-18\|25.20\|0.20\|24.92\|26.30\|24.70\|232337;2026-06-22\|26.35\|4.56\|25.28\|26.60\|24.41\|282510;2026-06-23\|24.50\|-7.02\|25.98\|26.50\|24.50\|201603;2026-06-24\|24.06\|-1.80\|24.68\|25.72\|23.75\|217764;2026-06-25\|23.30\|-3.16\|24.00\|24.28\|22.33\|238585;2026-06-26\|21.85\|-6.22\|23.16\|23.16\|21.64\|208500;2026-06-29\|19.90\|-8.92\|21.75\|21.80\|19.67\|331654;2026-06-30\|21.38\|7.44\|19.95\|21.85\|19.70\|234644;2026-07-01\|22.67\|6.03\|21.38\|23.26\|21.02\|206810;2026-07-02\|22.80\|0.57\|22.21\|24.08\|22.21\|202438;2026-07-03\|22.42\|-1.67\|22.87\|23.66\|21.10\|304984;2026-07-06\|24.66\|9.99\|22.87\|24.66\|21.61\|174336;2026-07-07\|26.25\|6.45\|25.40\|26.78\|23.05\|508759;2026-07-08\|23.63\|-9.98\|24.94\|25.25\|23.63\|354870;2026-07-09\|22.23\|-5.92\|22.73\|23.98\|21.90\|310554;2026-07-10\|22.26\|0.14\|21.60\|23.62\|21.22\|288621;2026-07-13\|20.03\|-10.02\|22.00\|22.72\|20.03\|232544;2026-07-14\|19.60\|-2.15\|19.63\|20.13\|18.06\|275600;2026-07-15\|21.56\|10.00\|20.08\|21.56\|19.88\|109106;2026-07-16\|22.05\|2.27\|22.44\|22.85\|21.30\|332120;2026-07-17\|19.85\|-9.98\|21.55\|22.50\|19.85\|236680;2026-07-20\|20.69\|4.23\|21.50\|21.84\|19.67\|242844;2026-07-21\|20.10\|-2.85\|20.33\|20.47\|18.62\|263685;2026-07-22\|19.54\|-2.79\|19.36\|20.45\|19.20\|171661;2026-07-23\|19.55\|0.05\|19.24\|20.63\|19.20\|163303;2026-07-24\|17.60\|-9.97\|19.26\|19.50\|17.60\|219760;2026-07-27\|17.27\|-1.88\|16.71\|17.59\|15.92\|212950;2026-07-28\|17.17\|-0.58\|16.90\|17.87\|16.40\|178496;2026-07-29\|16.67\|-2.91\|17.16\|17.43\|16.02\|169458;2026-07-30\|15.38\|-7.74\|16.58\|17.50\|15.33\|209799;2026-07-31\|16.92\|10.01\|16.92\|16.92\|16.92\|64925;2026-08-03\|18.61\|9.99\|18.61\|18.61\|18.61\|41596;2026-08-04\|20.47\|9.99\|20.47\|20.47\|20.47\|13690;2026-08-05\|22.52\|10.01\|22.52\|22.52\|21.51\|245981;2026-08-06\|22.72\|0.89\|22.52\|22.99\|21.63\|425278;2026-08-07\|23.88\|5.11\|22.44\|23.99\|22.25\|368825;2026-08-10\|24.75\|3.64\|23.88\|24.86\|23.32\|288622;2026-08-11\|22.97\|-7.19\|24.83\|25.57\|22.75\|503357;2026-08-12\|25.27\|10.01\|23.97\|25.27\|23.29\|180059;2026-08-13\|27.80\|10.01\|26.47\|27.80\|25.24\|367426;2026-08-14\|25.02\|-10.00\|26.59\|26.97\|25.02\|372794;2026-08-17\|26.06\|4.16\|25.01\|26.12\|23.68\|402408;2026-08-18\|26.95\|3.42\|26.52\|27.04\|25.81\|307808;2026-08-19\|24.81\|-7.94\|26.12\|27.20\|24.53\|301763;2026-08-20\|24.56\|-1.01\|25.25\|25.98\|24.30\|246766;2026-08-21\|24.15\|-1.67\|24.63\|24.74\|23.90\|192342;2026-08-24\|22.56\|-6.58\|23.85\|23.99\|21.97\|217786;2026-08-25\|23.10\|2.39\|22.40\|23.35\|21.78\|177612;2026-08-26\|22.57\|-2.29\|23.29\|23.30\|22.49\|144012;2026-08-27\|22.89\|1.42\|22.83\|23.79\|22.57\|169004;2026-08-28\|22.63\|-1.14\|22.67\|23.70\|22.60\|171002;2026-08-31\|22.61\|-0.09\|21.81\|22.78\|21.51\|118880;2026-09-01\|22.43\|-0.80\|22.72\|22.73\|22.11\|111778;2026-09-02\|21.53\|-4.01\|22.40\|22.63\|21.43\|150646;2026-09-03\|22.20\|3.11\|21.38\|22.73\|21.17\|172047;2026-09-04\|21.97\|-1.04\|22.25\|23.19\|21.84\|151726;2026-09-07\|21.92\|-0.23\|21.98\|22.49\|21.62\|106564;2026-09-08\|21.67\|-1.14\|21.72\|22.00\|21.36\|110490;2026-09-09\|21.87\|0.92\|21.72\|22.13\|21.55\|95832;2026-09-10\|21.68\|-0.87\|21.88\|21.99\|20.95\|117698;2026-09-11\|20.87\|-3.74\|21.61\|21.65\|20.61\|96723;2026-09-14\|21.55\|3.26\|20.77\|21.65\|20.48\|114846;2026-09-15\|21.10\|-2.09\|21.47\|21.75\|21.06\|75586
114823		油气开采+FPSO订单+南美市场行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻。公司原因： 1、公司专注天然气液化、海洋油气开发、矿业开采模块EPC服务，客户包括雪佛龙、埃克森美孚等国际巨头，产品覆盖全球二十余个油气资源丰富地区。 2、据2026年1月29日及2025年1月9日互动易，2025年以来公司相继签署FPSO大额合同订单，成功拓展苏里南等地区市场，并刷新单条FPSO上部模块合同金额记录。 2、据2025年10月8日公告，2025年10月公司及全资子公司与MODEC子公司OFS、ABB、VWS等签署海上浮式生产储卸油船FPSO项目合同，金额约1.9亿-2.4亿美元，该FPSO将部署圭亚那油田。	国内最早从事海洋油气开发装备模块化制造的企业之一	2026-05-12\|17.21\|-2.22\|17.67\|17.67\|17.15\|33742;2026-05-13\|17.14\|-0.41\|17.21\|17.47\|17.10\|30990;2026-05-14\|16.75\|-2.28\|17.14\|17.15\|16.70\|33347;2026-05-15\|16.88\|0.78\|16.78\|17.22\|16.73\|36054;2026-05-18\|17.15\|1.60\|16.99\|17.26\|16.54\|42585;2026-05-19\|18.87\|10.03\|16.98\|18.87\|16.98\|68183;2026-05-20\|18.83\|-0.21\|19.01\|19.48\|18.51\|122308;2026-05-21\|18.23\|-3.19\|18.32\|18.88\|18.04\|74423;2026-05-22\|17.44\|-4.33\|18.17\|18.23\|17.13\|73446;2026-05-25\|16.15\|-7.40\|17.44\|18.00\|15.99\|87193;2026-05-26\|15.79\|-2.23\|16.00\|16.45\|15.64\|43702;2026-05-27\|15.31\|-3.04\|15.76\|15.87\|15.12\|40363;2026-05-28\|15.70\|2.55\|15.10\|15.77\|15.10\|41478;2026-05-29\|15.03\|-4.27\|15.65\|15.66\|14.90\|37809;2026-06-01\|15.25\|1.46\|15.04\|15.53\|14.96\|27947;2026-06-02\|15.02\|-1.51\|15.49\|15.49\|14.85\|25951;2026-06-03\|14.98\|-0.27\|15.04\|15.14\|14.66\|29487;2026-06-04\|14.51\|-3.14\|14.80\|14.99\|14.38\|34585;2026-06-05\|14.45\|-0.41\|14.50\|14.68\|14.26\|34430;2026-06-08\|14.30\|-1.04\|14.30\|14.74\|14.09\|32933;2026-06-09\|14.03\|-1.89\|14.10\|14.49\|13.72\|39573;2026-06-10\|13.89\|-1.00\|13.80\|13.99\|13.62\|22839;2026-06-11\|13.93\|0.29\|14.26\|14.26\|13.71\|27781;2026-06-12\|14.01\|0.57\|13.86\|14.19\|13.63\|30912;2026-06-15\|15.41\|9.99\|14.78\|15.41\|14.67\|22357;2026-06-16\|15.89\|3.11\|16.00\|16.10\|15.02\|109652;2026-06-17\|15.64\|-1.57\|15.89\|16.02\|15.44\|44249;2026-06-18\|15.84\|1.28\|15.79\|16.28\|15.35\|41028;2026-06-22\|17.42\|9.97\|15.80\|17.42\|15.40\|81159;2026-06-23\|18.80\|7.92\|17.77\|19.16\|17.54\|133789;2026-06-24\|18.45\|-1.86\|19.09\|19.68\|18.02\|85779;2026-06-25\|18.55\|0.54\|18.38\|18.99\|17.85\|63253;2026-06-26\|16.90\|-8.89\|18.38\|18.54\|16.88\|91584;2026-06-29\|17.18\|1.66\|17.24\|18.00\|17.01\|52215;2026-06-30\|17.06\|-0.70\|17.07\|17.30\|16.64\|44171;2026-07-01\|16.91\|-0.88\|17.01\|17.52\|16.31\|46147;2026-07-02\|16.72\|-1.12\|16.80\|17.38\|16.57\|39616;2026-07-03\|16.97\|1.50\|16.98\|17.45\|16.73\|43339;2026-07-06\|16.82\|-0.88\|16.97\|17.49\|16.58\|36201;2026-07-07\|15.71\|-6.60\|16.72\|16.81\|15.33\|68190;2026-07-08\|15.62\|-0.57\|16.00\|16.15\|15.44\|34436;2026-07-09\|16.05\|2.75\|16.00\|16.26\|15.57\|48759;2026-07-10\|16.31\|1.62\|16.06\|16.70\|15.70\|41480;2026-07-13\|15.72\|-3.62\|16.43\|16.60\|15.61\|37199;2026-07-14\|15.55\|-1.08\|16.02\|16.27\|15.20\|61240;2026-07-15\|15.84\|1.86\|15.08\|15.91\|14.67\|64870;2026-07-16\|15.33\|-3.22\|15.64\|16.10\|15.20\|36168;2026-07-17\|15.09\|-1.57\|15.19\|15.51\|14.44\|60675;2026-07-20\|16.60\|10.01\|14.97\|16.60\|14.97\|35690;2026-07-21\|16.20\|-2.41\|16.60\|16.60\|14.95\|104842;2026-07-22\|15.85\|-2.16\|16.20\|17.39\|15.50\|90344;2026-07-23\|17.44\|10.03\|15.66\|17.44\|15.66\|91545;2026-07-24\|16.35\|-6.25\|18.02\|18.29\|16.13\|116970;2026-07-27\|16.79\|2.69\|15.45\|16.95\|15.02\|89179;2026-07-28\|16.88\|0.54\|17.12\|17.29\|16.66\|54766;2026-07-29\|17.96\|6.40\|17.28\|18.53\|17.02\|80024;2026-07-30\|17.67\|-1.61\|17.68\|18.59\|17.59\|67133;2026-07-31\|17.89\|1.25\|17.67\|18.08\|17.29\|52186;2026-08-03\|17.80\|-0.50\|17.55\|17.94\|17.41\|36862;2026-08-04\|18.15\|1.97\|17.91\|18.15\|17.59\|32959;2026-08-05\|18.15\|0.00\|17.96\|18.18\|17.70\|31322;2026-08-06\|17.92\|-1.27\|18.07\|18.47\|17.68\|36308;2026-08-07\|18.26\|1.90\|17.95\|18.67\|17.74\|40003;2026-08-10\|19.21\|5.20\|18.18\|19.48\|18.18\|52757;2026-08-11\|18.98\|-1.20\|19.54\|19.58\|18.80\|31488;2026-08-12\|18.87\|-0.58\|18.90\|19.30\|18.55\|30181;2026-08-13\|18.43\|-2.33\|18.82\|18.85\|18.36\|27532;2026-08-14\|18.18\|-1.36\|18.32\|18.42\|17.92\|23530;2026-08-17\|18.33\|0.83\|18.00\|18.38\|17.90\|23219;2026-08-18\|18.90\|3.11\|18.42\|19.00\|18.24\|33183;2026-08-19\|18.30\|-3.17\|18.73\|19.14\|18.30\|29509;2026-08-20\|18.42\|0.66\|18.30\|18.88\|18.27\|25701;2026-08-21\|18.63\|1.14\|18.30\|18.68\|18.12\|21491;2026-08-24\|17.85\|-4.19\|18.40\|18.77\|17.58\|38186;2026-08-25\|18.27\|2.35\|17.51\|18.50\|17.51\|28582;2026-08-26\|18.18\|-0.49\|18.00\|18.30\|17.86\|19393;2026-08-27\|18.49\|1.71\|18.12\|18.59\|17.98\|18502;2026-08-28\|18.52\|0.16\|18.53\|18.96\|18.44\|18623;2026-08-31\|18.13\|-2.11\|18.54\|18.93\|17.91\|37095;2026-09-01\|18.40\|1.49\|18.22\|18.71\|18.02\|28444;2026-09-02\|17.50\|-4.89\|18.77\|18.88\|17.50\|45507;2026-09-03\|17.44\|-0.34\|17.36\|17.87\|17.36\|26282;2026-09-04\|18.17\|4.19\|17.27\|18.35\|17.27\|46508;2026-09-07\|17.73\|-2.42\|18.17\|18.18\|17.48\|32864;2026-09-08\|18.27\|3.05\|17.53\|18.27\|17.53\|18898;2026-09-09\|18.15\|-0.66\|18.45\|18.45\|17.95\|22210;2026-09-10\|17.63\|-2.87\|18.09\|18.35\|17.63\|18946;2026-09-11\|17.07\|-3.18\|18.05\|18.07\|16.90\|28445;2026-09-14\|17.10\|0.18\|17.00\|17.30\|16.94\|18226;2026-09-15\|17.42\|1.87\|17.11\|17.91\|16.85\|26343
114822	分析称MicroLED与CPO架构互补性强	涨停揭秘：国内OLED终端材料核心供应商，产品已覆盖硅基OLED技术路径，有望切入苹果AR/MR头显显示供应链；涨停缘由：OLED终端材料国内市占率近90%；产品可适配硅基OLED（OLEDoS）面板；媒体预计苹果AR/MR头显将于2027年发布并采用LG OLEDoS方案；公司已通过多家面板厂认证；资金逻辑：4月8日显示面板材料板块资金活跃，主力借势布局消费电子创新周期，北向资金连续两日增持；风险提示：AR/MR终端量产时间及采购规模存在不确定性；OLED材料行业扩产加剧竞争压力	1、公司主营OLED有机材料，主要产品包括OLED终端材料和OLED中间体，现有客户占国内OLED市场份额近90%； 2、公司OLED终端材料也有可以用于硅基OLED显示面板的生产，媒体预计将于明年发布的苹果AR/MR头显或将使用LG的OLEDoS（硅基OLED）显示技术	2026-05-12\|60.43\|9.26\|55.20\|62.00\|53.60\|227033;2026-05-13\|59.74\|-1.14\|60.00\|60.35\|57.66\|179958;2026-05-14\|57.50\|-3.75\|59.42\|59.98\|57.29\|107353;2026-05-15\|58.55\|1.83\|57.51\|60.30\|57.33\|128106;2026-05-18\|63.51\|8.47\|58.43\|64.58\|57.15\|171129;2026-05-19\|64.66\|1.81\|64.53\|64.93\|60.62\|129967;2026-05-20\|66.11\|2.24\|64.00\|66.90\|61.61\|104087;2026-05-21\|64.50\|-2.44\|66.30\|69.63\|64.00\|150256;2026-05-22\|68.36\|5.98\|65.79\|70.28\|64.80\|143784;2026-05-25\|71.52\|4.62\|68.10\|72.10\|67.50\|131118;2026-05-26\|62.02\|-13.28\|70.17\|72.45\|58.00\|343168;2026-05-27\|55.26\|-10.90\|61.40\|61.40\|54.44\|281718;2026-05-28\|59.00\|6.77\|56.36\|59.41\|54.54\|195277;2026-05-29\|54.20\|-8.14\|60.00\|60.59\|53.88\|168182;2026-06-01\|49.99\|-7.77\|54.51\|55.33\|49.79\|168276;2026-06-02\|52.32\|4.66\|49.99\|52.75\|49.61\|143275;2026-06-03\|50.66\|-3.17\|52.20\|53.17\|49.88\|164098;2026-06-04\|52.02\|2.68\|50.04\|52.49\|49.62\|122055;2026-06-05\|49.83\|-4.21\|51.84\|54.28\|49.58\|174711;2026-06-08\|46.31\|-7.06\|47.61\|48.84\|45.18\|156058;2026-06-09\|48.20\|4.35\|47.70\|48.70\|45.77\|122385;2026-06-10\|46.91\|-2.68\|48.12\|48.59\|45.92\|81002;2026-06-11\|46.99\|0.17\|47.90\|47.99\|46.39\|95918;2026-06-12\|46.36\|-1.34\|47.92\|50.26\|46.28\|117020;2026-06-15\|53.30\|14.97\|47.76\|53.99\|47.02\|175959;2026-06-16\|53.27\|-0.06\|53.88\|54.53\|51.60\|135135;2026-06-17\|55.38\|3.96\|52.69\|56.99\|52.20\|164736;2026-06-18\|57.83\|4.42\|55.37\|58.90\|55.03\|152726;2026-06-22\|60.75\|5.05\|58.00\|62.00\|56.88\|185466;2026-06-23\|58.39\|-3.88\|60.15\|61.56\|57.88\|129628;2026-06-24\|59.90\|2.59\|58.00\|61.77\|57.34\|143289;2026-06-25\|63.97\|6.79\|60.37\|65.00\|59.59\|148380;2026-06-26\|64.01\|0.06\|62.90\|66.88\|61.60\|133110;2026-06-29\|61.75\|-3.53\|63.56\|65.60\|58.88\|142449;2026-06-30\|68.62\|11.13\|62.00\|69.58\|60.83\|164153;2026-07-01\|69.20\|0.85\|71.01\|73.79\|68.36\|147947;2026-07-02\|65.15\|-5.85\|66.03\|69.67\|64.00\|132939;2026-07-03\|60.62\|-6.95\|65.06\|66.00\|60.52\|117776;2026-07-06\|57.43\|-5.26\|61.88\|62.91\|57.10\|112751;2026-07-07\|55.60\|-3.19\|58.43\|59.20\|53.67\|82503;2026-07-08\|54.56\|-1.87\|56.21\|57.07\|52.58\|79922;2026-07-09\|58.50\|7.22\|54.97\|58.82\|54.33\|89322;2026-07-10\|54.56\|-6.74\|58.50\|60.80\|54.50\|101720;2026-07-13\|50.65\|-7.17\|55.00\|56.64\|50.34\|76413;2026-07-14\|53.59\|5.80\|51.28\|54.36\|50.50\|94759;2026-07-15\|49.67\|-7.31\|54.04\|54.79\|49.40\|68354;2026-07-16\|49.03\|-1.29\|48.87\|51.42\|47.85\|75890;2026-07-17\|47.51\|-3.10\|48.21\|50.81\|46.33\|126197;2026-07-20\|41.60\|-12.44\|49.18\|49.18\|39.30\|171591;2026-07-21\|44.57\|7.14\|42.60\|44.85\|35.92\|153600;2026-07-22\|42.32\|-5.05\|44.40\|46.15\|41.89\|97264;2026-07-23\|40.93\|-3.28\|42.82\|43.32\|39.96\|85900;2026-07-24\|39.17\|-4.30\|40.79\|41.50\|39.07\|60561;2026-07-27\|40.70\|3.91\|38.04\|41.11\|38.04\|72758;2026-07-28\|37.28\|-8.40\|40.01\|40.86\|36.77\|81285;2026-07-29\|35.35\|-5.18\|37.28\|37.45\|33.00\|162811;2026-07-30\|32.29\|-8.66\|35.20\|35.88\|31.83\|117258;2026-07-31\|34.04\|5.42\|35.20\|37.50\|33.86\|120457;2026-08-03\|31.63\|-7.08\|34.00\|34.35\|31.37\|103384;2026-08-04\|34.93\|10.43\|31.80\|35.44\|31.34\|139416;2026-08-05\|36.76\|5.24\|34.80\|37.45\|34.27\|109142;2026-08-06\|37.80\|2.83\|35.86\|38.39\|35.80\|111068;2026-08-07\|42.83\|13.31\|38.90\|43.77\|38.16\|193188;2026-08-10\|40.90\|-4.51\|43.00\|43.56\|39.92\|154037;2026-08-11\|40.15\|-1.83\|40.63\|41.80\|39.80\|85702;2026-08-12\|41.12\|2.42\|40.14\|42.47\|39.69\|99912;2026-08-13\|39.60\|-3.70\|41.83\|42.10\|38.96\|123681;2026-08-14\|40.44\|2.12\|40.29\|41.13\|39.22\|81151;2026-08-17\|42.42\|4.90\|41.42\|42.55\|40.62\|90975;2026-08-18\|43.23\|1.91\|42.42\|43.35\|41.64\|90314;2026-08-19\|38.30\|-11.40\|42.00\|42.73\|37.88\|118454;2026-08-20\|38.35\|0.13\|39.00\|39.55\|37.78\|67616;2026-08-21\|38.33\|-0.05\|38.15\|38.95\|36.80\|67707;2026-08-24\|38.44\|0.29\|37.66\|38.85\|36.91\|78815;2026-08-25\|37.85\|-1.53\|37.99\|38.20\|36.37\|61582;2026-08-26\|37.83\|-0.05\|38.60\|38.70\|36.71\|51278;2026-08-27\|40.79\|7.82\|38.55\|41.38\|37.38\|102479;2026-08-28\|40.24\|-1.35\|40.55\|42.23\|40.12\|82097;2026-08-31\|41.41\|2.91\|39.01\|41.93\|38.84\|79891;2026-09-01\|38.77\|-6.38\|42.50\|43.32\|38.71\|102447;2026-09-02\|37.61\|-2.99\|38.00\|38.27\|36.93\|65528;2026-09-03\|38.31\|1.86\|37.98\|38.47\|37.05\|56108;2026-09-04\|36.81\|-3.92\|39.00\|40.30\|36.51\|73039;2026-09-07\|38.79\|5.38\|37.58\|39.13\|36.58\|78651;2026-09-08\|38.72\|-0.18\|39.19\|40.08\|38.25\|63120;2026-09-09\|39.07\|0.90\|39.00\|39.90\|38.75\|50597;2026-09-10\|38.74\|-0.84\|38.72\|39.79\|38.02\|44602;2026-09-11\|38.51\|-0.59\|38.58\|39.00\|36.71\|69810;2026-09-14\|41.34\|7.35\|38.24\|41.88\|37.10\|121684;2026-09-15\|43.37\|4.91\|41.21\|45.00\|40.88\|144098
114821	分析称MicroLED与CPO架构互补性强	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107;2026-07-13\|15.73\|-7.14\|16.51\|17.10\|15.56\|2367899;2026-07-14\|14.97\|-4.83\|14.83\|15.34\|14.16\|3525347;2026-07-15\|14.25\|-4.81\|15.00\|15.10\|14.20\|2035774;2026-07-16\|13.59\|-4.63\|14.03\|14.40\|13.42\|1895459;2026-07-17\|12.45\|-8.39\|13.42\|13.45\|12.33\|2108112;2026-07-20\|11.60\|-6.83\|12.70\|12.80\|11.35\|2079232;2026-07-21\|12.48\|7.59\|11.78\|12.50\|10.84\|2627418;2026-07-22\|12.29\|-1.52\|12.19\|12.76\|12.13\|2026215;2026-07-23\|12.13\|-1.30\|12.30\|12.41\|11.94\|1384972;2026-07-24\|11.77\|-2.97\|11.89\|12.19\|11.77\|1121567;2026-07-27\|12.33\|4.76\|11.72\|12.33\|11.64\|1487506;2026-07-28\|12.12\|-1.70\|12.08\|12.56\|12.02\|1426835;2026-07-29\|12.25\|1.07\|12.01\|12.31\|11.52\|1595518;2026-07-30\|11.81\|-3.59\|12.07\|12.22\|11.71\|1324691;2026-07-31\|12.24\|3.64\|12.32\|12.55\|12.16\|1870122;2026-08-03\|12.22\|-0.16\|12.00\|12.28\|11.83\|1237311;2026-08-04\|12.70\|3.93\|12.35\|12.77\|12.35\|1722981;2026-08-05\|13.35\|5.12\|12.66\|13.50\|12.59\|2418969;2026-08-06\|13.71\|2.70\|13.14\|13.98\|13.11\|2527123;2026-08-07\|14.40\|5.03\|13.82\|14.90\|13.69\|2925030;2026-08-10\|13.82\|-4.03\|14.40\|14.51\|13.66\|2330671;2026-08-11\|13.46\|-2.60\|13.51\|13.79\|13.42\|1529284;2026-08-12\|13.67\|1.56\|13.41\|13.77\|13.38\|1286192;2026-08-13\|13.51\|-1.17\|13.80\|14.07\|13.51\|1769541;2026-08-14\|13.58\|0.52\|13.52\|13.63\|13.25\|1257544;2026-08-17\|14.15\|4.20\|13.66\|14.18\|13.60\|1867874;2026-08-18\|14.83\|4.81\|14.10\|14.93\|14.03\|2678415;2026-08-19\|13.51\|-8.90\|14.15\|14.28\|13.40\|2087398;2026-08-20\|13.75\|1.78\|13.70\|13.86\|13.46\|1208688;2026-08-21\|13.79\|0.29\|13.58\|13.95\|13.40\|1100009;2026-08-24\|12.88\|-6.60\|13.65\|13.65\|12.79\|1497840;2026-08-25\|13.22\|2.64\|12.65\|13.32\|12.57\|1139137;2026-08-26\|13.03\|-1.44\|13.18\|13.25\|12.91\|861132;2026-08-27\|13.31\|2.15\|13.06\|13.38\|12.96\|1071427;2026-08-28\|13.12\|-1.43\|13.31\|13.52\|13.11\|961988;2026-08-31\|13.09\|-0.23\|12.88\|13.10\|12.75\|850862;2026-09-01\|12.94\|-1.15\|13.16\|13.16\|12.86\|740034;2026-09-02\|12.63\|-2.40\|12.76\|12.85\|12.58\|703865;2026-09-03\|13.89\|9.98\|13.10\|13.89\|13.09\|2510281;2026-09-04\|13.23\|-4.75\|13.80\|13.89\|13.20\|2697874;2026-09-07\|13.05\|-1.36\|13.17\|13.33\|12.85\|1291696;2026-09-08\|12.86\|-1.46\|13.09\|13.10\|12.75\|1094874;2026-09-09\|12.85\|-0.08\|12.92\|13.06\|12.75\|894869;2026-09-10\|12.62\|-1.79\|12.72\|12.79\|12.55\|720243;2026-09-11\|12.43\|-1.51\|12.40\|12.49\|12.14\|901183;2026-09-14\|12.59\|1.29\|12.37\|12.74\|12.25\|811179;2026-09-15\|12.44\|-1.19\|12.47\|12.63\|12.41\|591675
114820		涨停揭秘：地缘冲突升级推升原油及PX价格，叠加PTA加工费显著修复，化工大炼化周期拐点确认；涨停缘由：霍尔木兹海峡运输风险加剧供应担忧；26Q1业绩超预期验证盈利弹性；PX-PTA价差扩大+硫磺高价支撑全产业链利润；资金逻辑：资金聚焦高弹性石化链龙头，低位估值+产能规模优势吸引增量配置，北向资金连续两日净流入；风险提示：伊朗谈判进展反复或引发油价剧烈波动，下游纺织需求复苏不及预期压制PTA终端传导	PTA行业龙头之一；国内首家拥有“原油—芳烃（PX）、烯烃—PTA、MEG—聚酯—纺丝、薄膜、瓶片”一体化产业链的上市公司，具备产业链一体化的竞争优势；控股和参股PTA产能共计约1900万吨	2026-05-12\|13.44\|2.91\|13.07\|13.60\|13.00\|552574;2026-05-13\|13.37\|-0.52\|13.45\|13.76\|13.14\|647243;2026-05-14\|13.05\|-2.39\|13.38\|13.68\|13.04\|543344;2026-05-15\|13.03\|-0.15\|13.15\|13.37\|12.89\|525377;2026-05-18\|12.29\|-5.68\|12.99\|13.02\|12.09\|694109;2026-05-19\|12.09\|-1.63\|12.22\|12.35\|11.93\|418028;2026-05-20\|12.13\|0.33\|12.00\|12.25\|11.97\|502408;2026-05-21\|11.52\|-5.03\|12.11\|12.28\|11.50\|615687;2026-05-22\|11.45\|-0.61\|11.62\|11.66\|11.28\|543958;2026-05-25\|11.51\|0.52\|11.54\|11.98\|11.46\|385811;2026-05-26\|11.74\|2.00\|11.50\|11.76\|11.07\|548689;2026-05-27\|11.53\|-1.79\|11.60\|11.71\|11.31\|383600;2026-05-28\|11.31\|-1.91\|11.44\|11.70\|11.21\|337566;2026-05-29\|11.26\|-0.44\|11.39\|11.55\|11.22\|449145;2026-06-01\|11.50\|3.05\|11.21\|11.72\|11.00\|646691;2026-06-02\|11.55\|0.43\|11.48\|11.62\|11.22\|454424;2026-06-03\|11.44\|-0.95\|11.56\|11.60\|11.32\|418469;2026-06-04\|11.00\|-3.85\|11.45\|11.45\|10.90\|384154;2026-06-05\|11.43\|3.91\|11.00\|11.80\|10.93\|629782;2026-06-08\|11.25\|-1.57\|11.85\|11.90\|11.17\|652099;2026-06-09\|11.11\|-1.24\|11.13\|11.29\|10.87\|488126;2026-06-10\|11.15\|0.36\|11.04\|11.48\|10.98\|393743;2026-06-11\|10.75\|-3.59\|11.40\|11.50\|10.58\|613089;2026-06-12\|11.34\|5.49\|10.52\|11.48\|10.50\|855468;2026-06-15\|11.95\|5.38\|11.54\|12.20\|11.51\|933172;2026-06-16\|11.65\|-2.51\|11.79\|12.05\|11.58\|511827;2026-06-17\|11.90\|2.15\|11.56\|12.15\|11.46\|560386;2026-06-18\|11.21\|-5.80\|11.84\|12.15\|11.14\|760937;2026-06-22\|12.04\|7.40\|11.11\|12.05\|10.95\|823089;2026-06-23\|11.81\|-1.91\|12.02\|12.50\|11.76\|746616;2026-06-24\|12.19\|3.22\|11.78\|12.69\|11.73\|810927;2026-06-25\|11.71\|-3.94\|12.06\|12.11\|11.49\|957893;2026-06-26\|11.38\|-2.82\|12.02\|12.26\|11.24\|928112;2026-06-29\|11.29\|-0.79\|11.11\|11.37\|10.55\|773286;2026-06-30\|10.75\|-4.78\|11.12\|11.20\|10.64\|715847;2026-07-01\|11.26\|4.74\|10.74\|11.39\|10.50\|630100;2026-07-02\|11.11\|-1.33\|11.06\|11.37\|10.98\|583609;2026-07-03\|11.68\|5.13\|11.30\|11.86\|11.17\|895691;2026-07-06\|12.27\|5.05\|11.86\|12.65\|11.81\|854686;2026-07-07\|11.50\|-6.28\|12.25\|12.59\|11.25\|856456;2026-07-08\|11.14\|-3.13\|11.41\|11.77\|11.09\|566633;2026-07-09\|10.98\|-1.44\|11.11\|11.38\|10.78\|532969;2026-07-10\|10.95\|-0.27\|10.87\|11.09\|10.55\|635908;2026-07-13\|10.89\|-0.55\|10.92\|11.35\|10.80\|707382;2026-07-14\|11.29\|3.67\|10.86\|11.29\|10.63\|671792;2026-07-15\|11.10\|-1.68\|11.00\|11.35\|10.74\|689888;2026-07-16\|11.14\|0.36\|11.25\|11.28\|10.88\|604388;2026-07-17\|11.33\|1.71\|11.22\|11.58\|11.08\|799553;2026-07-20\|11.66\|2.91\|11.34\|11.74\|11.22\|832627;2026-07-21\|11.47\|-1.63\|11.46\|11.67\|11.25\|693399;2026-07-22\|12.16\|6.02\|11.47\|12.21\|11.33\|892966;2026-07-23\|12.27\|0.90\|12.04\|12.43\|11.78\|701232;2026-07-24\|11.59\|-5.54\|12.20\|12.39\|11.51\|623388;2026-07-27\|11.77\|1.55\|11.44\|11.79\|11.34\|429123;2026-07-28\|11.73\|-0.34\|11.65\|11.82\|11.49\|375774;2026-07-29\|12.16\|3.67\|11.72\|12.32\|11.57\|552014;2026-07-30\|12.51\|2.88\|12.12\|12.62\|12.05\|620486;2026-07-31\|12.36\|-1.20\|12.25\|12.48\|12.17\|387543;2026-08-03\|12.26\|-0.81\|12.36\|12.56\|11.80\|533293;2026-08-04\|12.05\|-1.71\|12.20\|12.24\|11.80\|464969;2026-08-05\|12.39\|2.82\|11.97\|12.46\|11.86\|545325;2026-08-06\|13.14\|6.05\|12.47\|13.18\|12.38\|910308;2026-08-07\|13.23\|0.68\|13.12\|13.59\|12.97\|670075;2026-08-10\|13.52\|2.19\|13.22\|13.85\|13.21\|576561;2026-08-11\|13.04\|-3.55\|13.52\|13.65\|13.00\|482112;2026-08-12\|13.06\|0.15\|13.03\|13.37\|12.94\|370587;2026-08-13\|12.70\|-2.76\|13.06\|13.16\|12.68\|390738;2026-08-14\|12.59\|-0.87\|12.60\|12.98\|12.51\|432522;2026-08-17\|12.77\|1.43\|12.48\|12.85\|12.47\|530449;2026-08-18\|12.87\|0.78\|12.75\|12.91\|12.38\|519043;2026-08-19\|13.41\|4.20\|12.77\|13.47\|12.75\|912860;2026-08-20\|13.53\|0.89\|13.38\|13.98\|13.36\|633412;2026-08-21\|13.76\|1.70\|13.57\|13.84\|13.31\|499560;2026-08-24\|13.65\|-0.80\|13.71\|13.88\|13.40\|475673;2026-08-25\|13.22\|-3.15\|13.65\|13.82\|13.05\|434121;2026-08-26\|13.76\|4.08\|13.06\|13.84\|13.02\|562337;2026-08-27\|14.37\|4.43\|13.75\|14.49\|13.58\|590447;2026-08-28\|14.55\|1.25\|14.41\|14.69\|14.06\|510176;2026-08-31\|14.84\|1.99\|14.60\|15.13\|14.35\|751591;2026-09-01\|14.64\|-1.35\|14.86\|15.25\|14.61\|568152;2026-09-02\|14.36\|-1.91\|14.88\|14.88\|14.31\|537926;2026-09-03\|14.64\|1.95\|14.45\|14.87\|14.28\|404451;2026-09-04\|14.38\|-1.78\|14.65\|14.79\|14.33\|369088;2026-09-07\|13.99\|-2.71\|14.38\|14.65\|13.97\|412039;2026-09-08\|14.49\|3.57\|14.07\|14.52\|13.91\|494759;2026-09-09\|15.14\|4.49\|14.35\|15.17\|14.18\|591161;2026-09-10\|14.37\|-5.09\|15.28\|15.28\|14.29\|622380;2026-09-11\|13.60\|-5.36\|14.30\|14.37\|13.51\|605177;2026-09-14\|13.20\|-2.94\|13.52\|13.68\|13.14\|569344;2026-09-15\|13.06\|-1.06\|13.21\|13.30\|13.00\|353320
114819		涨停揭秘：地缘紧张致原油及芳烃价格上行，叠加聚酯端库存低位+出口订单回暖，产业链利润中枢上移；涨停缘由：美伊博弈加剧能源供应链扰动；公司‘原油-PX-PTA-聚酯’一体化抵御原料波动；Q1涤纶长丝产销率超95%，库存天数降至12天；资金逻辑：机构调仓加配低估值化工核心资产，融资余额单周增8.2%，主力资金连续三日净买入；风险提示：海外加息预期反复压制风险偏好，化纤终端消费数据尚未全面验证复苏强度	1、国内聚酯化纤全产业链领军企业，行业内首家拥有从“原油-PX-PTA-聚酯”产业链一体化经营的企业； 2、国内唯一、全球第二家能够在线生产12微米涂硅离型叠片式锂电池保护膜的企业	2026-05-12\|22.61\|0.27\|22.55\|22.92\|22.33\|302251;2026-05-13\|22.57\|-0.18\|22.56\|22.77\|21.94\|396934;2026-05-14\|22.13\|-1.95\|22.54\|23.23\|22.13\|301380;2026-05-15\|21.09\|-4.70\|22.28\|22.28\|21.02\|409584;2026-05-18\|20.51\|-2.75\|20.97\|21.07\|20.19\|431064;2026-05-19\|20.04\|-2.29\|20.47\|20.57\|19.94\|279085;2026-05-20\|19.87\|-0.85\|20.02\|20.05\|19.58\|287630;2026-05-21\|18.95\|-4.63\|19.88\|20.00\|18.94\|374771;2026-05-22\|18.53\|-2.22\|18.94\|19.06\|18.41\|514075;2026-05-25\|18.47\|-0.32\|18.74\|19.29\|18.43\|346240;2026-05-26\|18.69\|1.19\|18.58\|18.88\|18.21\|365881;2026-05-27\|17.65\|-5.56\|18.60\|18.77\|17.38\|539449;2026-05-28\|17.24\|-2.32\|17.64\|17.99\|17.10\|483699;2026-05-29\|17.19\|-0.29\|17.24\|17.79\|17.12\|540479;2026-06-01\|17.76\|3.32\|17.49\|18.04\|17.12\|552669;2026-06-02\|17.79\|1.83\|17.50\|18.05\|17.28\|471058;2026-06-03\|17.51\|-1.57\|17.80\|17.85\|17.23\|322899;2026-06-04\|16.73\|-4.45\|17.52\|17.55\|16.55\|491092;2026-06-05\|16.96\|1.37\|16.79\|17.58\|16.52\|562980;2026-06-08\|16.60\|-2.12\|16.79\|17.35\|16.53\|430179;2026-06-09\|16.31\|-1.75\|16.46\|16.59\|16.07\|262869;2026-06-10\|16.38\|0.43\|16.22\|16.62\|16.03\|285459;2026-06-11\|16.29\|-0.55\|16.58\|16.65\|15.98\|314545;2026-06-12\|17.46\|7.18\|16.62\|17.84\|16.18\|731522;2026-06-15\|18.53\|6.13\|18.00\|19.15\|17.85\|917245;2026-06-16\|17.77\|-4.10\|18.37\|18.59\|17.66\|475104;2026-06-17\|17.82\|0.28\|17.52\|18.40\|17.50\|463593;2026-06-18\|17.10\|-4.04\|17.75\|17.77\|17.06\|329366;2026-06-22\|18.65\|9.06\|17.12\|18.75\|16.68\|724025;2026-06-23\|18.17\|-2.57\|18.86\|19.31\|18.14\|586699;2026-06-24\|18.44\|1.49\|18.28\|19.22\|18.17\|635624;2026-06-25\|18.21\|-1.25\|18.02\|18.55\|17.81\|607731;2026-06-26\|18.44\|1.26\|18.65\|19.09\|17.92\|708185;2026-06-29\|18.90\|2.49\|18.00\|19.23\|17.66\|773109;2026-06-30\|17.71\|-6.30\|18.60\|19.10\|17.40\|636140;2026-07-01\|17.78\|0.40\|17.71\|18.23\|16.88\|505272;2026-07-02\|17.70\|-0.45\|17.57\|18.08\|17.35\|385518;2026-07-03\|17.80\|0.56\|17.93\|18.35\|17.25\|508508;2026-07-06\|18.74\|5.28\|18.06\|19.46\|17.94\|645712;2026-07-07\|17.00\|-9.29\|18.95\|18.95\|16.87\|862654;2026-07-08\|16.64\|-2.12\|16.95\|17.25\|16.51\|413835;2026-07-09\|16.28\|-2.16\|16.50\|16.85\|15.90\|509933;2026-07-10\|15.79\|-3.01\|16.10\|16.10\|15.42\|677869;2026-07-13\|15.00\|-5.00\|15.79\|15.88\|14.87\|600086;2026-07-14\|15.65\|4.33\|14.95\|15.65\|14.81\|630925;2026-07-15\|15.24\|-2.62\|15.46\|15.63\|15.19\|407222;2026-07-16\|15.07\|-1.12\|15.13\|15.53\|15.00\|397518;2026-07-17\|15.06\|-0.07\|15.07\|15.36\|14.76\|483811;2026-07-20\|15.48\|2.79\|15.19\|15.56\|15.03\|540723;2026-07-21\|15.64\|1.03\|15.35\|15.94\|15.28\|607447;2026-07-22\|16.40\|4.86\|15.54\|16.71\|15.41\|696027;2026-07-23\|16.62\|1.34\|16.41\|16.68\|15.97\|383694;2026-07-24\|15.95\|-4.03\|16.60\|16.71\|15.88\|442123;2026-07-27\|16.34\|2.45\|15.81\|16.43\|15.50\|368287;2026-07-28\|16.35\|0.06\|16.06\|16.44\|15.98\|259677;2026-07-29\|16.66\|1.90\|16.35\|16.82\|16.18\|324517;2026-07-30\|16.92\|1.56\|16.66\|16.98\|16.52\|333067;2026-07-31\|16.72\|-1.18\|16.57\|16.81\|16.53\|308962;2026-08-03\|17.10\|2.27\|16.64\|17.46\|16.35\|377478;2026-08-04\|16.83\|-1.58\|17.02\|17.10\|16.52\|290934;2026-08-05\|17.22\|2.32\|16.83\|17.44\|16.73\|377018;2026-08-06\|17.45\|1.34\|17.23\|17.65\|17.22\|299568;2026-08-07\|17.89\|2.52\|17.45\|18.15\|17.35\|498303;2026-08-10\|18.34\|2.52\|17.90\|18.57\|17.80\|350651;2026-08-11\|17.92\|-2.29\|18.43\|18.60\|17.86\|299090;2026-08-12\|17.75\|-0.95\|17.93\|18.15\|17.54\|286972;2026-08-13\|17.16\|-3.32\|17.75\|17.76\|17.10\|417057;2026-08-14\|17.13\|-0.17\|17.10\|17.37\|16.94\|201727;2026-08-17\|17.46\|1.93\|17.14\|17.60\|16.99\|263186;2026-08-18\|17.96\|2.86\|17.47\|18.16\|17.38\|357721;2026-08-19\|18.86\|5.01\|17.82\|19.09\|17.82\|744286;2026-08-20\|18.84\|-0.11\|18.77\|19.65\|18.71\|518426;2026-08-21\|18.87\|0.16\|18.80\|19.04\|18.55\|355564;2026-08-24\|18.76\|-0.58\|18.80\|19.34\|18.50\|367040;2026-08-25\|18.30\|-2.45\|18.72\|19.04\|18.18\|318693;2026-08-26\|18.29\|-0.05\|18.08\|18.53\|17.91\|271166;2026-08-27\|18.90\|3.34\|18.29\|19.13\|18.18\|294161;2026-08-28\|19.66\|4.02\|18.96\|19.75\|18.64\|489299;2026-08-31\|19.35\|-1.58\|19.70\|19.83\|19.00\|413667;2026-09-01\|19.16\|-0.98\|19.46\|19.93\|19.10\|483383;2026-09-02\|18.39\|-4.02\|19.36\|19.37\|18.30\|345584;2026-09-03\|19.16\|4.19\|18.39\|19.31\|18.21\|448318;2026-09-04\|19.02\|-0.73\|19.13\|19.43\|18.85\|289668;2026-09-07\|18.23\|-4.15\|19.00\|19.09\|18.11\|300509;2026-09-08\|18.79\|3.07\|18.24\|18.86\|18.12\|279667;2026-09-09\|19.10\|1.65\|18.71\|19.19\|18.38\|221131;2026-09-10\|18.42\|-3.56\|19.20\|19.28\|18.38\|210981;2026-09-11\|17.27\|-6.24\|18.51\|18.55\|17.20\|412070;2026-09-14\|16.85\|-2.43\|17.12\|17.38\|16.71\|344279;2026-09-15\|16.67\|-1.07\|16.88\|16.88\|16.52\|244745
114818	行业估值处于历史低位	涨停揭秘：嘉曼服饰作为专业化童装品牌运营商，受益于大消费板块估值处于历史低位及市场风格向低位白马切换；涨停缘由：公司是国内较早从事专业化童装品牌运营的企业，拥有巴布豆、暇步士等国际品牌童装授权，在细分赛道具备较强渠道与品牌壁垒，估值处于历史底部区间；资金逻辑：资金从高位题材切换至低位消费白马，嘉曼服饰市值小、机构持仓低、股息率具备吸引力，成为消费板块弹性修复标的；风险提示：童装行业增速放缓，终端消费疲软制约提价空间；品牌授权模式存在续约不确定性，直营占比提升带来运营压力	国内较早从事专业化童装品牌运营的企业	2026-05-12\|26.55\|-3.80\|27.79\|27.79\|26.45\|28376;2026-05-13\|26.59\|0.15\|26.56\|26.88\|25.90\|22953;2026-05-14\|26.34\|-0.94\|26.74\|27.07\|26.22\|21380;2026-05-15\|26.57\|0.87\|26.68\|27.14\|26.30\|20437;2026-05-18\|25.74\|-3.12\|27.01\|27.19\|25.31\|28235;2026-05-19\|25.71\|-0.12\|25.77\|26.31\|25.46\|19315;2026-05-20\|25.88\|0.66\|25.70\|26.17\|25.26\|18110;2026-05-21\|26.14\|1.00\|25.83\|27.09\|25.62\|30108;2026-05-22\|25.53\|-2.33\|26.50\|26.50\|25.40\|18683;2026-05-25\|24.85\|-2.66\|25.72\|25.82\|24.50\|20869;2026-05-26\|24.53\|-1.29\|24.86\|24.92\|23.61\|25614;2026-05-27\|24.20\|-1.35\|24.63\|24.82\|24.00\|18178;2026-05-28\|24.73\|2.19\|24.01\|25.24\|24.01\|17074;2026-05-29\|25.70\|6.07\|24.52\|26.02\|24.31\|36123;2026-06-01\|25.80\|0.39\|25.58\|25.80\|24.79\|34859;2026-06-02\|24.62\|-4.57\|25.82\|26.01\|24.31\|26735;2026-06-03\|23.83\|-3.21\|24.61\|24.80\|23.62\|18162;2026-06-04\|24.42\|2.48\|23.85\|24.56\|23.53\|17974;2026-06-05\|23.92\|-2.05\|24.18\|24.35\|23.47\|18144;2026-06-08\|22.22\|-7.11\|23.71\|23.71\|22.05\|25524;2026-06-09\|22.50\|1.26\|22.27\|22.58\|21.92\|12502;2026-06-10\|22.45\|-0.22\|22.43\|22.74\|22.08\|14092;2026-06-11\|23.01\|2.49\|22.32\|23.19\|21.69\|16997;2026-06-12\|26.13\|13.56\|23.18\|26.45\|23.18\|54000;2026-06-15\|31.20\|19.40\|27.44\|31.35\|27.01\|114091;2026-06-16\|27.63\|-11.44\|30.81\|30.81\|24.98\|177350;2026-06-17\|26.06\|-5.68\|25.05\|27.55\|24.85\|123652;2026-06-18\|24.06\|-7.67\|25.55\|25.68\|24.00\|88631;2026-06-22\|22.78\|-5.32\|24.05\|24.14\|22.39\|75091;2026-06-23\|22.59\|-0.83\|22.69\|23.37\|22.40\|52062;2026-06-24\|22.68\|0.40\|22.45\|23.18\|22.45\|44284;2026-06-25\|22.87\|0.84\|22.50\|23.90\|22.50\|54893;2026-06-26\|23.41\|2.36\|22.78\|23.73\|22.57\|36026;2026-06-29\|21.66\|-7.48\|23.28\|23.65\|21.45\|45063;2026-06-30\|21.32\|-1.57\|21.68\|22.30\|21.13\|40389;2026-07-01\|23.00\|7.88\|21.13\|23.15\|21.01\|43410;2026-07-02\|24.00\|4.35\|22.75\|24.60\|22.60\|40882;2026-07-03\|25.43\|5.96\|24.00\|25.68\|24.00\|45108;2026-07-06\|25.05\|-1.49\|25.35\|25.84\|24.95\|26245;2026-07-07\|24.85\|-0.80\|25.17\|25.22\|24.48\|21723;2026-07-08\|23.98\|-3.50\|24.89\|25.00\|23.87\|17061;2026-07-09\|24.90\|3.84\|23.95\|24.93\|23.16\|25315;2026-07-10\|25.27\|1.49\|24.91\|25.89\|24.67\|26621;2026-07-13\|24.85\|-1.66\|25.50\|25.87\|24.51\|17410;2026-07-14\|24.86\|0.04\|24.70\|25.23\|24.29\|31244;2026-07-15\|23.59\|-5.11\|24.60\|24.88\|23.24\|33514;2026-07-16\|23.35\|-1.02\|23.35\|23.91\|22.93\|27626;2026-07-17\|22.88\|-2.01\|24.00\|24.00\|22.61\|40897;2026-07-20\|18.30\|-20.02\|22.89\|23.29\|18.30\|72215;2026-07-21\|17.08\|-6.67\|17.72\|17.98\|14.64\|124145;2026-07-22\|16.92\|-0.94\|16.34\|17.15\|16.12\|67129;2026-07-23\|17.28\|2.13\|16.78\|17.36\|16.70\|44893;2026-07-24\|16.83\|-2.60\|17.19\|17.19\|16.60\|30261;2026-07-27\|17.82\|5.88\|16.39\|17.92\|16.39\|40171;2026-07-28\|18.30\|2.69\|17.80\|18.61\|17.68\|26880;2026-07-29\|18.01\|-1.58\|18.01\|18.70\|17.53\|24145;2026-07-30\|17.60\|-2.28\|18.00\|18.23\|17.36\|22069;2026-07-31\|18.07\|2.67\|17.82\|18.39\|17.66\|21814;2026-08-03\|19.43\|7.53\|18.23\|19.78\|18.05\|40747;2026-08-04\|19.68\|1.29\|19.48\|20.19\|19.45\|25532;2026-08-05\|19.99\|1.58\|19.70\|20.01\|19.60\|15228;2026-08-06\|19.96\|-0.15\|19.80\|20.01\|19.40\|14550;2026-08-07\|20.48\|2.61\|20.26\|20.48\|19.73\|19886;2026-08-10\|20.99\|2.49\|20.40\|21.07\|20.38\|16929;2026-08-11\|20.80\|-0.91\|21.19\|21.19\|20.40\|14083;2026-08-12\|20.87\|0.34\|20.71\|20.90\|20.56\|12440;2026-08-13\|20.72\|-0.72\|20.88\|21.13\|20.56\|14509;2026-08-14\|20.82\|0.48\|20.80\|21.08\|20.65\|15683;2026-08-17\|22.56\|8.36\|20.94\|22.94\|20.90\|48954;2026-08-18\|21.42\|-5.05\|22.53\|22.73\|21.30\|34399;2026-08-19\|20.44\|-4.58\|21.38\|21.67\|20.35\|24665;2026-08-20\|20.90\|2.25\|20.58\|20.90\|20.00\|26385;2026-08-21\|20.21\|-3.30\|20.90\|20.90\|20.00\|23229;2026-08-24\|20.10\|-0.54\|20.31\|20.43\|19.69\|17525;2026-08-25\|20.18\|0.40\|20.10\|20.40\|19.29\|24480;2026-08-26\|21.22\|5.15\|20.14\|21.49\|19.77\|31429;2026-08-27\|20.06\|-5.47\|20.50\|22.16\|19.47\|63388;2026-08-28\|18.44\|-8.08\|20.03\|20.16\|18.44\|74734;2026-08-31\|18.81\|2.01\|18.34\|18.88\|18.10\|47909;2026-09-01\|19.12\|1.65\|18.81\|19.32\|18.65\|27788;2026-09-02\|18.89\|-1.20\|19.02\|19.20\|18.82\|18613;2026-09-03\|18.57\|-1.69\|18.97\|18.97\|18.53\|16967;2026-09-04\|18.68\|0.59\|18.62\|18.99\|18.49\|15524;2026-09-07\|18.44\|-1.28\|18.68\|18.87\|18.38\|18390;2026-09-08\|18.32\|-0.65\|18.48\|18.56\|18.15\|21743;2026-09-09\|18.00\|-1.75\|18.28\|18.36\|17.94\|22790;2026-09-10\|17.69\|-1.72\|18.02\|18.05\|17.57\|21566;2026-09-11\|17.18\|-2.88\|17.58\|17.65\|16.95\|24633;2026-09-14\|17.29\|0.64\|17.10\|17.44\|16.73\|30738;2026-09-15\|16.59\|-4.05\|17.32\|17.38\|16.59\|23864

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