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
103039	建滔积层板发布正式涨价通知	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944
103038	Lumentum预测2026-2030年数据中心磷化铟需求年复合增长率高达85%	六氟化钨+钨产业链+一季报增长行业原因： 1、据每日经济新闻6月10日报道，芯片关键材料六氟化钨价格较去年同期暴涨232.7%，韩国核心供应商已通知三星等巨头2026年大幅涨价70%-90%。 2、据中钨在线6月8日消息，钨精矿与仲钨酸铵价格坚挺上行，矿端与冶炼厂惜售挺市态度明显，供给侧资源量相对有限，持货商控制出货节奏，对钨市形成提振。公司原因： 1、据证券时报网2026年6月10日报道，六氟化钨因AI驱动的HBM及3D NAND需求激增，供给趋紧，章源钨业作为上游钨粉生产企业被列入六氟化钨概念股，年内涨幅已达115%。 2、据2025年年度报告，公司主要从事钨矿山资源开发利用及以钨为原料的仲钨酸铵、钨粉、碳化钨粉、硬质合金、高强度钨丝等产品的生产销售，构建了上游勘探采选、中游冶炼制粉、下游精深加工的一体化生产体系，是国内具备完整钨产业链的企业之一。 3、据2026年4月28日一季报，公司2026年一季度实现营收26.31亿元，同比增长121.76%，归母净利润3.81亿元，同比增长795.78%，主因钨原料价格大幅上涨带动产品售价及毛利率显著提升。	1、最大的钨冶炼产品加工企业及最大的钨粉、碳化钨粉生产基地之一；公司钨粉产量排名第一，碳化钨粉产量排名第二；一季度净利润暴增近800%； 2、公司与中国南方稀土集团有限公司等共同出资设立江西泰斯特新材料测试评价中心有限公司，经营范围包括稀土产品	2026-03-10\|44.89\|-0.04\|45.50\|45.80\|41.36\|1230008;2026-03-11\|43.89\|-2.23\|47.12\|48.42\|43.00\|1388257;2026-03-12\|41.02\|-6.54\|43.80\|44.20\|40.11\|1190889;2026-03-13\|36.92\|-10.00\|39.90\|40.10\|36.92\|1222503;2026-03-16\|36.66\|-0.70\|35.68\|37.12\|35.17\|940353;2026-03-17\|36.10\|-1.53\|36.14\|38.02\|36.08\|768504;2026-03-18\|36.88\|2.16\|37.10\|37.66\|36.11\|663615;2026-03-19\|34.49\|-6.48\|36.00\|36.10\|34.16\|779704;2026-03-20\|33.73\|-2.20\|35.04\|35.33\|33.60\|498114;2026-03-23\|31.83\|-5.63\|33.31\|33.84\|31.45\|601513;2026-03-24\|32.59\|2.39\|32.40\|32.65\|30.96\|639404;2026-03-25\|32.13\|-1.41\|32.76\|33.19\|31.70\|813963;2026-03-26\|30.59\|-4.79\|32.12\|32.50\|30.06\|620786;2026-03-27\|32.44\|6.05\|30.08\|33.09\|30.07\|1056647;2026-03-30\|32.22\|-0.68\|32.66\|32.88\|31.30\|664082;2026-03-31\|31.31\|-2.82\|32.49\|32.70\|31.14\|471835;2026-04-01\|31.49\|0.57\|32.12\|32.18\|31.12\|392937;2026-04-02\|30.41\|-3.43\|31.44\|31.44\|30.00\|364237;2026-04-03\|29.80\|-2.01\|30.42\|30.98\|29.72\|236109;2026-04-07\|31.13\|4.46\|30.18\|31.93\|29.87\|505419;2026-04-08\|32.14\|3.24\|32.00\|32.23\|31.40\|703432;2026-04-09\|31.95\|-0.59\|31.65\|32.38\|31.46\|441791;2026-04-10\|31.48\|-1.47\|32.50\|32.60\|31.01\|390086;2026-04-13\|31.65\|0.54\|31.48\|32.18\|31.03\|365447;2026-04-14\|31.78\|0.41\|32.03\|32.44\|31.38\|484406;2026-04-15\|30.14\|-5.16\|32.28\|32.29\|30.02\|613664;2026-04-16\|32.39\|7.47\|30.38\|33.08\|29.73\|1104115;2026-04-17\|32.55\|0.49\|32.39\|33.80\|31.95\|1071165;2026-04-20\|33.50\|2.92\|32.57\|34.19\|32.57\|970654;2026-04-21\|32.51\|-2.96\|33.12\|33.21\|31.85\|637171;2026-04-22\|33.53\|3.14\|32.17\|34.49\|31.56\|893935;2026-04-23\|31.37\|-6.44\|33.54\|33.65\|30.81\|922208;2026-04-24\|30.80\|-1.82\|30.97\|31.40\|30.01\|510610;2026-04-27\|29.33\|-4.77\|30.41\|30.50\|28.90\|550753;2026-04-28\|29.93\|2.05\|30.50\|31.30\|29.55\|773658;2026-04-29\|32.92\|9.99\|29.90\|32.92\|29.90\|1115389;2026-04-30\|33.86\|2.86\|32.80\|34.73\|32.35\|1362026;2026-05-06\|34.61\|2.21\|33.80\|34.88\|32.69\|1188123;2026-05-07\|34.54\|-0.20\|34.69\|35.88\|34.16\|1057205;2026-05-08\|33.58\|-2.78\|33.66\|34.17\|33.01\|756344;2026-05-11\|33.29\|-0.86\|33.57\|33.95\|32.91\|683395;2026-05-12\|32.11\|-3.54\|33.56\|33.66\|31.70\|608049;2026-05-13\|33.83\|5.36\|31.90\|34.45\|31.81\|902899;2026-05-14\|31.71\|-6.27\|33.30\|33.77\|31.66\|666432;2026-05-15\|30.26\|-4.57\|31.51\|31.64\|30.03\|534265;2026-05-18\|29.95\|-1.02\|30.09\|30.82\|29.77\|389847;2026-05-19\|28.32\|-5.44\|29.95\|30.00\|27.76\|549451;2026-05-20\|28.26\|-0.21\|28.01\|28.69\|27.20\|450472;2026-05-21\|28.10\|-0.57\|28.43\|29.80\|28.00\|565496;2026-05-22\|29.05\|3.38\|28.11\|29.28\|28.01\|469833;2026-05-25\|28.50\|-1.89\|29.45\|29.87\|28.31\|358579;2026-05-26\|29.16\|2.32\|28.15\|29.45\|27.60\|471755;2026-05-27\|27.82\|-4.60\|29.38\|29.38\|27.51\|389569;2026-05-28\|28.56\|2.66\|27.55\|29.05\|27.43\|389550;2026-05-29\|28.93\|1.30\|28.81\|30.23\|27.87\|658456;2026-06-01\|29.07\|0.48\|29.41\|31.14\|28.83\|603967;2026-06-02\|29.47\|1.38\|29.07\|29.59\|27.69\|584571;2026-06-03\|30.84\|4.65\|29.43\|31.42\|28.79\|994635;2026-06-04\|31.03\|0.62\|30.45\|31.22\|29.60\|752302;2026-06-05\|29.69\|-4.32\|30.48\|31.40\|29.53\|619193;2026-06-08\|30.10\|1.38\|28.60\|31.58\|28.51\|761834;2026-06-09\|30.41\|1.03\|30.15\|30.90\|29.10\|679217;2026-06-10\|30.57\|0.53\|29.79\|31.32\|29.30\|695468;2026-06-11\|33.63\|10.01\|30.90\|33.63\|30.80\|1243382;2026-06-12\|34.64\|3.00\|35.00\|36.66\|32.87\|2018470;2026-06-15\|37.40\|7.97\|34.73\|37.88\|34.25\|1659847;2026-06-16\|37.88\|1.28\|36.32\|39.88\|36.01\|1463021;2026-06-17\|34.88\|-7.92\|36.85\|37.30\|34.73\|1261219;2026-06-18\|37.11\|6.39\|34.06\|37.81\|33.63\|1414618;2026-06-22\|40.52\|9.19\|37.50\|40.80\|37.20\|1532931;2026-06-23\|36.47\|-10.00\|40.00\|40.00\|36.47\|1008839;2026-06-24\|37.01\|1.48\|35.30\|37.89\|33.77\|983568;2026-06-25\|38.50\|4.03\|36.31\|38.60\|35.58\|1009105;2026-06-26\|36.19\|-5.71\|38.00\|38.99\|35.81\|780747;2026-06-29\|34.00\|-6.05\|35.62\|36.36\|33.23\|699976;2026-06-30\|33.48\|-1.53\|33.30\|34.25\|32.82\|610309;2026-07-01\|32.90\|-1.73\|33.96\|34.39\|32.58\|616960;2026-07-02\|35.43\|7.69\|32.30\|36.19\|31.82\|1230972;2026-07-03\|32.82\|-7.37\|35.30\|35.35\|32.70\|901397;2026-07-06\|30.37\|-7.46\|32.78\|33.58\|30.35\|676751;2026-07-07\|28.99\|-4.54\|30.34\|30.56\|28.75\|442171;2026-07-08\|27.67\|-4.55\|28.98\|29.30\|27.65\|382242;2026-07-09\|27.87\|0.72\|27.84\|28.20\|26.28\|453640;2026-07-10\|27.37\|-1.79\|28.10\|28.83\|27.33\|405780;2026-07-13\|26.60\|-2.81\|27.21\|28.09\|26.45\|396581;2026-07-14\|27.59\|3.72\|26.32\|27.66\|26.03\|395924;2026-07-15\|25.84\|-6.34\|27.73\|27.88\|25.77\|450054;2026-07-16\|24.57\|-4.91\|25.43\|25.85\|24.40\|356668;2026-07-17\|23.05\|-6.19\|24.57\|24.70\|22.80\|405712
103037	Lumentum预测2026-2030年数据中心磷化铟需求年复合增长率高达85%	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。	1、中国五矿集团有限公司旗下钨产业的运营管理平台；一季度营收逾70亿元，扣非净利润增长350%； 2、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	2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;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
103036	Lumentum预测2026-2030年数据中心磷化铟需求年复合增长率高达85%	钨全产业链+定增过会+光伏钨丝行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年6月18日公告，公司向特定对象发行股票申请已获深交所上市审核中心审核通过，募集资金拟投向“年产300亿米光伏用超细钨合金丝生产项目”等。 2、据2026年4月23日投资者关系管理信息，公司是国内钨行业具备完整产业链的企业之一，业务涵盖钨精矿采选、仲钨酸铵冶炼至硬质合金、钨丝等全系列钨产品生产，系商务部批准的“钨品国营贸易出口资格企业”之一。 3、据2026年6月23日互动易，公司澄清尚未涉及高纯度芯片级六氟化钨的具体技术研发，专注钨制品主业。	公司是国内钨行业具备完整产业链的企业之一，一季度净利润同比增长2917.13%	2026-03-10\|41.39\|0.00\|41.52\|42.39\|39.55\|406811;2026-03-11\|39.20\|-5.29\|41.30\|43.25\|38.80\|529336;2026-03-12\|37.40\|-4.59\|39.05\|39.38\|37.00\|463940;2026-03-13\|34.43\|-7.94\|36.47\|36.90\|34.07\|522020;2026-03-16\|33.73\|-2.03\|34.42\|35.10\|32.50\|408709;2026-03-17\|33.79\|0.18\|33.98\|35.51\|33.69\|434445;2026-03-18\|34.27\|1.42\|34.09\|34.69\|33.61\|286255;2026-03-19\|32.39\|-5.49\|33.31\|33.49\|32.20\|288778;2026-03-20\|31.70\|-2.13\|33.37\|33.46\|31.60\|227230;2026-03-23\|30.24\|-4.61\|31.13\|31.96\|29.94\|277850;2026-03-24\|31.43\|3.94\|31.00\|31.49\|29.90\|248008;2026-03-25\|31.03\|-1.27\|31.99\|32.30\|30.52\|315607;2026-03-26\|30.12\|-2.93\|31.35\|31.51\|29.51\|245170;2026-03-27\|33.13\|9.99\|29.79\|33.13\|29.79\|360183;2026-03-30\|33.80\|2.02\|33.14\|33.96\|32.05\|603223;2026-03-31\|32.75\|-3.11\|33.80\|34.08\|32.26\|359059;2026-04-01\|32.20\|-1.68\|32.10\|32.96\|31.18\|366990;2026-04-02\|31.00\|-3.73\|32.11\|32.18\|30.34\|325129;2026-04-03\|30.25\|-2.42\|30.99\|31.30\|30.14\|207325;2026-04-07\|32.30\|6.78\|30.33\|33.28\|30.30\|458381;2026-04-08\|33.85\|4.80\|33.50\|33.94\|32.88\|448187;2026-04-09\|33.60\|-0.74\|33.06\|34.33\|32.76\|333894;2026-04-10\|32.87\|-2.17\|34.00\|34.08\|32.51\|286225;2026-04-13\|32.89\|0.06\|32.73\|33.33\|31.90\|254186;2026-04-14\|33.35\|1.40\|33.55\|34.32\|32.92\|381462;2026-04-15\|31.68\|-5.01\|34.00\|34.10\|31.58\|380167;2026-04-16\|33.85\|6.85\|31.89\|34.85\|30.98\|705637;2026-04-17\|33.64\|-0.62\|33.86\|35.49\|33.20\|664757;2026-04-20\|34.45\|2.41\|33.45\|35.00\|33.34\|496022;2026-04-21\|33.37\|-3.13\|34.11\|34.29\|33.08\|331321;2026-04-22\|34.82\|4.35\|32.92\|36.30\|32.59\|580601;2026-04-23\|32.31\|-7.21\|34.91\|35.00\|32.01\|520586;2026-04-24\|31.95\|-1.11\|31.97\|32.51\|31.10\|264676;2026-04-27\|30.36\|-4.98\|31.21\|31.21\|29.68\|311903;2026-04-28\|31.81\|4.78\|30.77\|32.00\|29.90\|370175;2026-04-29\|34.99\|10.00\|32.91\|34.99\|32.32\|569299;2026-04-30\|38.49\|10.00\|36.51\|38.49\|36.51\|879613;2026-05-06\|39.37\|2.29\|39.03\|39.65\|37.75\|943544;2026-05-07\|39.13\|-0.61\|39.50\|40.20\|38.70\|608102;2026-05-08\|37.55\|-4.04\|38.43\|38.91\|37.35\|478295;2026-05-11\|37.72\|0.45\|37.60\|37.76\|36.84\|406271;2026-05-12\|36.28\|-3.82\|38.00\|38.04\|35.84\|357719;2026-05-13\|39.91\|10.01\|36.02\|39.91\|36.01\|392946;2026-05-14\|38.14\|-4.43\|40.45\|41.38\|38.05\|583157;2026-05-15\|36.43\|-4.48\|38.26\|38.42\|36.03\|339982;2026-05-18\|35.69\|-2.03\|36.00\|37.06\|35.50\|305900;2026-05-19\|33.30\|-6.70\|36.00\|36.16\|32.57\|421550;2026-05-20\|32.83\|-1.41\|32.70\|33.47\|31.63\|339649;2026-05-21\|32.00\|-2.53\|33.14\|34.47\|31.84\|420144;2026-05-22\|33.66\|5.19\|32.33\|34.08\|32.32\|388563;2026-05-25\|32.85\|-2.41\|33.88\|34.21\|32.51\|327952;2026-05-26\|33.59\|2.25\|32.28\|33.95\|31.41\|392806;2026-05-27\|32.05\|-4.58\|33.50\|33.99\|31.71\|312546;2026-05-28\|32.76\|2.22\|31.70\|33.10\|31.41\|285555;2026-05-29\|32.36\|-1.22\|33.09\|33.78\|31.20\|378974;2026-06-01\|32.10\|-0.80\|32.00\|33.86\|31.88\|282355;2026-06-02\|32.41\|0.97\|31.80\|32.68\|30.50\|344983;2026-06-03\|33.99\|4.88\|32.05\|34.93\|31.72\|542674;2026-06-04\|34.55\|1.65\|33.62\|34.77\|32.70\|419498;2026-06-05\|32.94\|-4.66\|34.02\|35.08\|32.81\|365733;2026-06-08\|33.08\|0.42\|31.54\|35.08\|31.09\|367497;2026-06-09\|34.26\|3.57\|33.29\|34.35\|31.92\|373005;2026-06-10\|35.76\|4.38\|33.34\|36.29\|33.05\|573820;2026-06-11\|39.34\|10.01\|36.68\|39.34\|36.15\|418450;2026-06-12\|39.69\|0.89\|41.59\|43.27\|38.01\|1185094;2026-06-15\|43.42\|9.40\|41.67\|43.65\|39.92\|998649;2026-06-16\|46.35\|7.09\|41.50\|47.38\|41.50\|843684;2026-06-17\|43.38\|-6.41\|45.00\|45.49\|42.70\|724011;2026-06-18\|47.72\|10.00\|41.80\|47.72\|40.88\|876460;2026-06-22\|52.49\|10.00\|48.69\|52.49\|48.69\|763367;2026-06-23\|48.38\|-7.83\|51.91\|52.32\|47.24\|708832;2026-06-24\|46.74\|-3.39\|47.22\|48.80\|45.00\|538778;2026-06-25\|51.41\|9.99\|46.70\|51.41\|45.85\|530625;2026-06-26\|52.16\|1.46\|52.23\|54.44\|50.94\|728418;2026-06-29\|49.44\|-5.21\|52.00\|52.96\|46.94\|552368;2026-06-30\|48.20\|-2.51\|48.50\|50.07\|47.10\|438128;2026-07-01\|45.61\|-5.37\|48.72\|49.69\|45.18\|567585;2026-07-02\|50.17\|10.00\|44.20\|50.17\|43.60\|581671;2026-07-03\|45.15\|-10.01\|50.06\|50.06\|45.15\|660982;2026-07-06\|40.64\|-9.99\|44.99\|45.30\|40.64\|460786;2026-07-07\|37.69\|-7.26\|39.35\|40.60\|37.52\|375568;2026-07-08\|36.08\|-4.27\|37.70\|38.68\|35.76\|267148;2026-07-09\|36.30\|0.61\|36.40\|37.22\|34.34\|316244;2026-07-10\|35.35\|-2.62\|36.06\|37.33\|35.29\|323419;2026-07-13\|37.17\|5.15\|37.50\|38.77\|36.73\|677420;2026-07-14\|38.23\|2.85\|36.92\|38.88\|36.13\|637352;2026-07-15\|35.96\|-5.94\|38.23\|38.56\|35.65\|440060;2026-07-16\|34.43\|-4.25\|34.81\|36.02\|34.02\|304878;2026-07-17\|32.04\|-6.94\|34.35\|34.65\|31.49\|317404
103035	Lumentum预测2026-2030年数据中心磷化铟需求年复合增长率高达85%	国家电投入主+碳酸锶+30万吨天青石项目行业原因：据自然资源部4月29日消息，我国新一轮找矿突破战略行动取得一系列新突破，矿产资源家底进一步夯实，有力保障了国家能源资源安全。截至“十四五”末，我国稀土、钨、锡等14种矿产储量居世界第一位，煤炭、铁、锂等9种矿产储量居世界前四位。公司原因： 1、据2026年3月10日公告，黄河公司与青海国投、青海发投签署《一致行动协议》，公司实际控制人变更为国家电力投资集团。 2、据2025年年度报告，公司正筹建30万吨天青石精选及4.5万吨碳酸锶项目，投产后将贯通矿山—锶盐—合金全产业链。 3、据2025年年度报告，公司主要产品包括碳酸锶（含工业级碳酸锶、电子级碳酸锶）、金属锶、铝锶合金、硝酸锶、氢氧化锶和副产品硫磺、亚硫酸钠。公司拥有位于青海省海西州茫崖市大风山地区的锶矿，矿区面积25平方公里，保有储量约1,500万吨；目前公司已形成年产2万吨碳酸锶、2000吨金属锶及5000吨铝锶合金生产规模。	公司主营锶盐系列产品的生产和销售，可应用于液晶玻璃基板等	2026-03-10\|21.15\|-3.95\|20.84\|22.73\|20.72\|433836;2026-03-11\|21.63\|2.27\|20.81\|21.99\|20.23\|405060;2026-03-12\|23.79\|9.99\|22.00\|23.79\|21.51\|574943;2026-03-13\|24.85\|4.46\|24.31\|25.58\|23.40\|597669;2026-03-16\|25.30\|1.81\|24.80\|27.18\|23.37\|609222;2026-03-17\|25.11\|-0.75\|25.00\|26.36\|24.65\|472354;2026-03-18\|22.85\|-9.00\|25.11\|25.11\|22.70\|406171;2026-03-19\|21.35\|-6.56\|23.52\|23.94\|21.10\|382987;2026-03-20\|19.84\|-7.07\|20.92\|21.00\|19.80\|301563;2026-03-23\|18.80\|-5.24\|18.87\|20.34\|18.58\|263763;2026-03-24\|18.63\|-0.90\|18.80\|18.92\|17.89\|263512;2026-03-25\|18.51\|-0.64\|18.36\|18.88\|18.00\|221911;2026-03-26\|17.96\|-2.97\|18.30\|18.67\|17.76\|196239;2026-03-27\|18.63\|3.73\|18.01\|19.53\|17.87\|290895;2026-03-30\|18.29\|-1.82\|19.32\|19.73\|18.10\|246070;2026-03-31\|17.43\|-4.70\|18.36\|18.84\|17.42\|232236;2026-04-01\|17.56\|0.75\|17.78\|18.04\|17.52\|178059;2026-04-02\|17.48\|-0.46\|17.60\|18.04\|17.41\|148250;2026-04-03\|16.33\|-6.58\|17.25\|17.40\|16.14\|243241;2026-04-07\|16.92\|3.61\|16.32\|17.05\|16.19\|180744;2026-04-08\|17.08\|0.95\|16.51\|17.16\|16.41\|154528;2026-04-09\|17.25\|1.00\|17.01\|17.33\|16.57\|168571;2026-04-10\|17.03\|-1.28\|17.12\|17.44\|17.00\|114433;2026-04-13\|17.95\|5.40\|17.45\|18.32\|17.10\|266138;2026-04-14\|17.35\|-3.34\|17.70\|17.77\|17.15\|207089;2026-04-15\|17.14\|-1.21\|17.20\|17.39\|17.00\|152873;2026-04-16\|18.23\|6.36\|17.02\|18.39\|17.01\|238724;2026-04-17\|18.08\|-0.82\|18.56\|18.84\|18.02\|204457;2026-04-20\|18.88\|4.42\|18.33\|19.15\|18.20\|212923;2026-04-21\|18.59\|-1.54\|18.82\|19.14\|18.05\|152848;2026-04-22\|18.82\|1.24\|18.61\|19.14\|18.37\|163901;2026-04-23\|18.30\|-2.76\|18.67\|18.89\|18.02\|138600;2026-04-24\|18.05\|-1.37\|18.41\|18.56\|17.68\|124884;2026-04-27\|18.31\|1.44\|17.60\|18.99\|17.12\|198445;2026-04-28\|18.26\|-0.27\|18.28\|18.47\|17.82\|109656;2026-04-29\|20.09\|10.02\|18.26\|20.09\|17.86\|190582;2026-04-30\|22.10\|10.01\|20.95\|22.10\|20.60\|474412;2026-05-06\|21.66\|-1.99\|22.10\|22.70\|21.23\|367678;2026-05-07\|22.43\|3.55\|21.44\|22.65\|20.95\|330844;2026-05-08\|23.10\|2.99\|22.38\|23.53\|22.20\|265540;2026-05-11\|24.77\|7.23\|23.10\|25.41\|23.01\|348255;2026-05-12\|25.40\|2.54\|25.28\|25.76\|24.00\|293851;2026-05-13\|25.47\|0.28\|25.20\|26.80\|25.01\|219315;2026-05-14\|25.19\|-1.10\|25.65\|27.43\|25.19\|258517;2026-05-15\|25.20\|0.04\|25.19\|25.77\|24.89\|199869;2026-05-18\|27.72\|10.00\|25.01\|27.72\|25.01\|189767;2026-05-19\|27.54\|-0.65\|28.00\|28.83\|27.40\|296552;2026-05-20\|27.72\|0.65\|27.54\|27.80\|26.44\|213228;2026-05-21\|27.15\|-2.06\|27.32\|29.87\|27.15\|306285;2026-05-22\|29.87\|10.02\|27.40\|29.87\|27.39\|223966;2026-05-25\|32.05\|7.30\|30.89\|32.50\|30.64\|304691;2026-05-26\|31.60\|-1.40\|32.03\|33.17\|30.90\|282779;2026-05-27\|29.15\|-7.75\|31.69\|32.39\|28.44\|383315;2026-05-28\|30.05\|3.09\|29.00\|30.74\|28.68\|263065;2026-05-29\|29.36\|-2.30\|29.26\|30.86\|28.40\|217798;2026-06-01\|29.71\|1.19\|28.70\|31.82\|28.70\|183294;2026-06-02\|28.92\|-2.66\|29.20\|30.03\|28.50\|156068;2026-06-03\|29.83\|3.15\|28.51\|30.81\|28.51\|216140;2026-06-04\|29.91\|0.27\|29.50\|30.33\|28.80\|187294;2026-06-05\|32.90\|10.00\|29.50\|32.90\|28.50\|219025;2026-06-08\|30.01\|-8.78\|33.20\|33.35\|29.78\|338834;2026-06-09\|28.61\|-4.67\|30.34\|30.56\|27.90\|257191;2026-06-10\|28.82\|0.73\|28.61\|28.95\|27.18\|234620;2026-06-11\|29.22\|1.39\|28.91\|29.33\|27.50\|181603;2026-06-12\|28.05\|-4.00\|29.23\|31.22\|27.78\|215318;2026-06-15\|28.33\|1.00\|28.10\|29.67\|27.48\|226452;2026-06-16\|27.78\|-1.94\|28.05\|29.09\|27.50\|165735;2026-06-17\|27.11\|-2.41\|27.50\|28.80\|26.72\|207156;2026-06-18\|25.09\|-7.45\|26.64\|26.64\|24.58\|286194;2026-06-22\|25.24\|0.60\|25.65\|25.65\|24.10\|200678;2026-06-23\|23.85\|-5.51\|25.25\|25.25\|23.67\|149710;2026-06-24\|22.74\|-4.65\|23.50\|23.83\|22.67\|150695;2026-06-25\|21.97\|-3.39\|22.80\|23.10\|21.75\|146468;2026-06-26\|21.26\|-3.23\|21.76\|22.52\|21.19\|154281;2026-06-29\|19.43\|-8.61\|21.31\|21.63\|19.19\|196574;2026-06-30\|20.53\|5.66\|19.88\|21.09\|19.00\|205246;2026-07-01\|20.73\|0.97\|21.00\|22.58\|19.91\|424690;2026-07-02\|18.82\|-9.21\|20.00\|20.45\|18.80\|335089;2026-07-03\|18.00\|-4.36\|19.30\|19.33\|17.97\|192859;2026-07-06\|17.22\|-4.33\|18.20\|18.88\|17.20\|203197;2026-07-07\|16.37\|-4.94\|17.23\|17.35\|16.25\|145381;2026-07-08\|15.92\|-2.75\|16.59\|16.77\|15.77\|127275;2026-07-09\|15.59\|-2.07\|16.00\|16.25\|15.09\|156240;2026-07-10\|15.68\|0.58\|15.57\|16.13\|15.43\|155910;2026-07-13\|14.23\|-9.25\|15.79\|15.80\|14.23\|145867;2026-07-14\|15.18\|6.68\|14.45\|15.30\|14.22\|180003;2026-07-15\|14.99\|-1.25\|15.60\|15.89\|14.97\|166003;2026-07-16\|14.17\|-5.47\|14.85\|15.08\|14.13\|128814;2026-07-17\|13.28\|-6.28\|14.33\|14.36\|13.11\|167540
103034	央视报道光纤价格暴涨650%	800G光模块+PCB+定增AI服务器行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年3月28日年报，公司已自主研发掌握800G光模块PCB生产工艺技术，采用ultra Low Loss等级高速板材。 2、据2026年5月13日公告，公司1.6T/800G光模块PCB产品尚处于试样阶段，未形成收入；据2026年5月11日投资者关系活动记录表，公司提供PCB样板到批量板一站式服务，在快件样板领域具良好口碑。 3、据2026年5月12日公告，公司拟以简易程序向特定对象发行股票募资不超过1.3亿元，用于高多层及HDI产线技改，旨在切入AI服务器、高速光模块等新兴赛道。	1、公司表示在光模块领域已积累了相关产品经验和客户，目前可批量接单； 2、公司产品主要应用于工业机器人类型产品，如焊接机器人、多关节机器人、智能协作机器人、移动机器人等	2026-03-10\|29.40\|20.00\|24.80\|29.40\|24.70\|119654;2026-03-11\|29.75\|1.19\|31.16\|32.35\|29.39\|234544;2026-03-12\|28.55\|-4.03\|29.21\|31.47\|28.10\|195798;2026-03-13\|26.85\|-5.95\|27.86\|28.43\|26.78\|138993;2026-03-16\|27.41\|2.09\|26.84\|27.69\|25.90\|116337;2026-03-17\|25.48\|-7.04\|27.00\|27.19\|25.35\|122269;2026-03-18\|26.27\|3.10\|25.67\|26.50\|25.55\|85386;2026-03-19\|26.80\|2.02\|26.24\|27.29\|25.73\|97210;2026-03-20\|28.00\|4.48\|27.00\|29.79\|26.88\|169814;2026-03-23\|25.97\|-7.25\|26.88\|28.32\|25.66\|117490;2026-03-24\|26.05\|0.31\|26.74\|26.89\|25.02\|105072;2026-03-25\|27.10\|4.03\|26.70\|28.46\|26.70\|100873;2026-03-26\|25.81\|-4.76\|27.00\|27.62\|25.71\|87088;2026-03-27\|25.46\|-1.36\|25.30\|25.89\|24.70\|73673;2026-03-30\|24.77\|-2.71\|24.80\|24.98\|23.76\|79393;2026-03-31\|23.27\|-6.06\|24.40\|24.79\|23.00\|87277;2026-04-01\|23.82\|2.36\|24.10\|24.74\|23.71\|91380;2026-04-02\|23.23\|-2.48\|23.84\|24.80\|23.06\|79026;2026-04-03\|23.66\|1.85\|23.63\|24.38\|23.14\|62878;2026-04-07\|24.20\|2.28\|23.42\|24.75\|23.42\|60242;2026-04-08\|29.04\|20.00\|25.00\|29.04\|24.80\|119917;2026-04-09\|28.01\|-3.55\|28.61\|28.98\|27.66\|155865;2026-04-10\|27.36\|-2.32\|28.01\|28.30\|27.10\|107189;2026-04-13\|28.49\|4.13\|27.37\|28.74\|26.65\|125702;2026-04-14\|33.07\|16.08\|28.64\|33.96\|28.60\|226592;2026-04-15\|34.85\|5.38\|34.86\|37.37\|33.73\|246003;2026-04-16\|34.37\|-1.38\|35.14\|35.24\|32.35\|142373;2026-04-17\|36.42\|5.96\|34.75\|37.74\|33.50\|178331;2026-04-20\|35.79\|-1.73\|36.01\|37.39\|34.70\|124915;2026-04-21\|38.20\|6.73\|35.87\|38.80\|35.00\|115883;2026-04-22\|38.10\|-0.26\|38.58\|40.94\|36.50\|129583;2026-04-23\|36.10\|-5.25\|37.60\|38.39\|35.67\|127020;2026-04-24\|33.11\|-8.28\|36.10\|36.20\|32.32\|161436;2026-04-27\|33.69\|1.75\|34.00\|34.94\|33.40\|103279;2026-04-28\|34.35\|1.96\|33.72\|35.44\|32.50\|121758;2026-04-29\|38.39\|11.76\|35.33\|40.97\|34.59\|205018;2026-04-30\|45.53\|18.60\|39.20\|46.07\|39.20\|248919;2026-05-06\|44.90\|-1.38\|45.00\|47.00\|44.11\|167366;2026-05-07\|46.50\|3.56\|44.69\|46.84\|42.33\|206108;2026-05-08\|53.34\|14.71\|48.82\|55.80\|48.82\|253295;2026-05-11\|59.24\|11.06\|52.90\|61.00\|52.50\|266415;2026-05-12\|61.97\|4.61\|59.25\|64.31\|58.00\|226267;2026-05-13\|60.52\|-2.34\|58.00\|61.69\|57.80\|144054;2026-05-14\|64.87\|7.19\|62.66\|66.60\|59.00\|149702;2026-05-15\|65.21\|0.52\|63.00\|70.20\|62.80\|122107;2026-05-18\|63.30\|-2.93\|63.23\|64.95\|60.60\|113804;2026-05-19\|63.43\|0.21\|63.75\|64.49\|58.87\|116870;2026-05-20\|65.90\|3.89\|63.00\|68.00\|62.00\|115291;2026-05-21\|59.61\|-9.54\|67.19\|69.19\|59.50\|127977;2026-05-22\|62.14\|4.24\|62.00\|63.63\|59.75\|132798;2026-05-25\|57.12\|-8.08\|63.23\|63.23\|54.46\|170501;2026-05-26\|53.20\|-6.86\|57.30\|57.80\|51.80\|127786;2026-05-27\|50.63\|-4.83\|53.20\|53.20\|49.31\|105214;2026-05-28\|52.72\|4.13\|50.52\|53.20\|49.52\|95891;2026-05-29\|48.05\|-8.86\|52.72\|52.72\|47.00\|103129;2026-06-01\|46.88\|-2.44\|48.92\|49.21\|46.32\|69596;2026-06-02\|48.88\|4.27\|47.61\|49.76\|45.00\|97604;2026-06-03\|58.66\|20.01\|50.18\|58.66\|50.18\|144364;2026-06-04\|56.70\|-3.34\|57.43\|58.80\|54.43\|171870;2026-06-05\|54.68\|-3.56\|56.20\|58.49\|54.01\|124417;2026-06-08\|50.11\|-8.36\|50.00\|52.61\|49.21\|90368;2026-06-09\|50.68\|1.14\|52.00\|52.98\|49.48\|87524;2026-06-10\|47.70\|-5.88\|49.00\|49.66\|46.40\|104904;2026-06-11\|46.99\|-1.49\|46.66\|47.50\|45.67\|67707;2026-06-12\|45.90\|-2.32\|48.00\|48.89\|45.62\|85383;2026-06-15\|49.90\|8.71\|46.98\|50.73\|46.82\|94019;2026-06-16\|51.68\|3.57\|50.55\|52.90\|48.55\|121978;2026-06-17\|52.55\|1.68\|50.18\|54.85\|49.03\|134737;2026-06-18\|56.84\|8.16\|51.98\|58.44\|51.33\|143279;2026-06-22\|55.26\|-2.78\|56.00\|57.89\|52.52\|135472;2026-06-23\|52.24\|-5.47\|54.70\|54.70\|51.11\|90877;2026-06-24\|54.50\|4.33\|51.72\|54.99\|51.65\|100902;2026-06-25\|54.36\|-0.26\|55.10\|58.92\|52.81\|133889;2026-06-26\|49.52\|-8.90\|53.42\|53.99\|49.33\|94249;2026-06-29\|48.16\|-2.75\|50.00\|51.84\|46.18\|64471;2026-06-30\|53.56\|11.21\|47.90\|56.11\|47.01\|120572;2026-07-01\|50.73\|-5.28\|52.17\|54.97\|50.41\|91496;2026-07-02\|46.26\|-8.81\|49.45\|50.78\|45.99\|60440;2026-07-03\|44.00\|-4.89\|46.08\|46.51\|44.00\|68464;2026-07-06\|40.87\|-7.11\|43.38\|44.00\|39.26\|67615;2026-07-07\|38.92\|-4.77\|41.03\|41.30\|37.99\|52555;2026-07-08\|37.21\|-4.39\|38.86\|39.79\|36.66\|57076;2026-07-09\|38.62\|3.79\|37.58\|38.65\|35.72\|57112;2026-07-10\|37.89\|-1.89\|39.22\|41.99\|37.88\|76134;2026-07-13\|33.56\|-11.43\|37.73\|38.14\|33.39\|72518;2026-07-14\|36.76\|9.54\|34.24\|37.40\|33.60\|84038;2026-07-15\|35.19\|-4.27\|37.40\|37.56\|35.00\|51976;2026-07-16\|35.20\|0.03\|34.71\|38.03\|34.26\|62899;2026-07-17\|30.31\|-13.89\|35.21\|35.21\|29.80\|81493
103033	央视报道光纤价格暴涨650%	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355
103032	央视报道光纤价格暴涨650%	CPO/NPO+1.6T光模块+高速光模块行业原因： 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5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试，中报净利润同比增长51.12%；一季度净利环比暴增27倍	2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655
103031	央视报道光纤价格暴涨650%	CPO+智算中心+一季报扭亏为盈行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年4月29日年报，公司400G/800G高速光模块完成验证并发布，RoCE交换机已在广东、陕西、江西等运营商智算中心规模商用，DCI互联方案切入AI智算数据中心。 2、据2026年4月29日一季报，公司2026Q1营收2.93亿元，同比增长17.25%，归母净利润684.22万元，同比扭亏为盈。 3、据2026年4月29日年报及股东会材料，公司2025年相继中标中国移动、电信、联通OTN及5G微功率直放站等集采项目，并发布fgOTN盒式产品完成重要客户实验室验证。	国内光纤通信接入领域领军企业，一季度净利润684.2万，同比增长135.33%	2026-03-10\|11.00\|10.00\|11.00\|11.00\|11.00\|108682;2026-03-11\|12.10\|10.00\|12.10\|12.10\|12.02\|454042;2026-03-12\|12.50\|3.31\|11.71\|13.31\|11.62\|1275244;2026-03-13\|13.75\|10.00\|12.03\|13.75\|12.03\|782862;2026-03-16\|12.97\|-5.67\|12.76\|13.14\|12.51\|966744;2026-03-17\|11.94\|-7.94\|13.00\|13.17\|11.82\|777049;2026-03-18\|13.13\|9.97\|12.12\|13.13\|12.12\|796072;2026-03-19\|13.90\|5.86\|13.05\|14.44\|13.05\|1362618;2026-03-20\|13.28\|-4.46\|15.29\|15.29\|13.20\|1229101;2026-03-23\|14.61\|10.02\|12.72\|14.61\|12.70\|1274424;2026-03-24\|15.61\|6.84\|14.47\|16.00\|14.18\|1405822;2026-03-25\|15.40\|-1.35\|15.61\|16.00\|14.63\|1377906;2026-03-26\|14.48\|-5.97\|14.63\|15.03\|14.00\|847683;2026-03-27\|13.73\|-5.18\|13.48\|14.25\|13.13\|765497;2026-03-30\|13.53\|-1.46\|13.47\|13.84\|13.03\|579129;2026-03-31\|12.44\|-8.06\|13.30\|13.48\|12.41\|739127;2026-04-01\|13.68\|9.97\|13.06\|13.68\|13.06\|851544;2026-04-02\|13.26\|-3.07\|13.78\|14.55\|13.24\|912291;2026-04-03\|13.21\|-0.38\|13.57\|14.18\|13.00\|780110;2026-04-07\|13.13\|-0.61\|12.89\|13.72\|12.89\|577374;2026-04-08\|14.00\|6.63\|13.50\|14.10\|13.40\|699888;2026-04-09\|14.34\|2.43\|13.80\|14.50\|13.46\|915745;2026-04-10\|13.87\|-3.28\|14.27\|14.77\|13.86\|793331;2026-04-13\|15.26\|10.02\|14.30\|15.26\|14.30\|458258;2026-04-14\|15.00\|-1.70\|16.79\|16.79\|14.83\|1198776;2026-04-15\|15.52\|3.47\|15.21\|16.15\|15.21\|1111131;2026-04-16\|15.20\|-2.06\|15.00\|15.35\|14.60\|842322;2026-04-17\|15.75\|3.62\|15.50\|16.04\|15.23\|965140;2026-04-20\|15.70\|-0.32\|15.30\|16.10\|15.25\|700442;2026-04-21\|15.41\|-1.85\|15.36\|15.79\|14.96\|506163;2026-04-22\|15.84\|2.79\|15.36\|15.84\|15.03\|701826;2026-04-23\|14.87\|-6.12\|15.90\|15.97\|14.35\|598036;2026-04-24\|14.38\|-3.30\|14.66\|15.50\|14.38\|441523;2026-04-27\|13.88\|-3.48\|14.12\|14.20\|13.20\|522533;2026-04-28\|13.52\|-2.59\|13.93\|13.93\|13.31\|407037;2026-04-29\|14.87\|9.99\|14.20\|14.87\|14.20\|210723;2026-04-30\|14.30\|-3.83\|15.20\|15.38\|14.13\|566386;2026-05-06\|14.79\|3.43\|14.30\|15.00\|14.01\|499632;2026-05-07\|16.27\|10.01\|14.89\|16.27\|14.68\|533131;2026-05-08\|16.57\|1.84\|16.20\|16.70\|15.94\|814267;2026-05-11\|16.61\|0.24\|16.83\|17.25\|16.20\|558867;2026-05-12\|16.97\|2.17\|16.39\|17.49\|16.35\|644896;2026-05-13\|17.22\|1.47\|16.36\|17.66\|16.36\|670208;2026-05-14\|16.76\|-2.67\|17.50\|17.71\|16.75\|509417;2026-05-15\|16.31\|-2.69\|16.70\|17.44\|16.16\|436030;2026-05-18\|16.00\|-1.90\|15.98\|16.38\|15.88\|279222;2026-05-19\|15.87\|-0.81\|15.94\|16.19\|15.40\|301047;2026-05-20\|15.88\|0.06\|15.71\|16.35\|15.11\|344332;2026-05-21\|14.71\|-7.37\|15.89\|16.20\|14.62\|310008;2026-05-22\|15.07\|2.45\|14.98\|15.55\|14.87\|264082;2026-05-25\|14.86\|-1.39\|15.07\|15.11\|14.51\|237364;2026-05-26\|14.24\|-4.17\|14.62\|14.63\|13.93\|234044;2026-05-27\|13.36\|-6.18\|14.28\|14.28\|13.22\|248851;2026-05-28\|14.05\|5.16\|13.32\|14.22\|12.99\|303964;2026-05-29\|13.50\|-3.91\|14.24\|14.41\|13.35\|250246;2026-06-01\|13.29\|-1.56\|13.44\|13.60\|13.19\|157181;2026-06-02\|13.35\|0.45\|13.26\|13.88\|13.12\|252714;2026-06-03\|13.33\|-0.15\|13.55\|13.86\|13.22\|327038;2026-06-04\|12.96\|-2.78\|12.85\|13.35\|12.78\|258071;2026-06-05\|13.10\|1.08\|12.80\|14.00\|12.79\|292232;2026-06-08\|12.29\|-6.18\|12.30\|12.83\|12.07\|232307;2026-06-09\|12.40\|0.90\|12.45\|12.50\|12.15\|163655;2026-06-10\|11.90\|-4.03\|12.20\|12.26\|11.72\|189393;2026-06-11\|11.60\|-2.52\|11.77\|11.89\|11.48\|157174;2026-06-12\|11.50\|-0.86\|11.84\|11.88\|11.37\|146875;2026-06-15\|12.12\|5.39\|11.60\|12.19\|11.52\|175643;2026-06-16\|13.33\|9.98\|12.12\|13.33\|12.06\|328347;2026-06-17\|12.89\|-3.30\|13.30\|13.30\|12.69\|381167;2026-06-18\|13.03\|1.09\|12.97\|13.23\|12.69\|248223;2026-06-22\|12.87\|-1.23\|13.10\|13.19\|12.48\|262456;2026-06-23\|12.64\|-1.79\|12.85\|13.03\|12.52\|177377;2026-06-24\|12.66\|0.16\|12.46\|12.78\|12.30\|165847;2026-06-25\|12.20\|-3.63\|12.66\|12.76\|12.12\|188302;2026-06-26\|11.46\|-6.07\|12.03\|12.03\|11.31\|206103;2026-06-29\|11.12\|-2.97\|11.44\|11.44\|10.55\|197841;2026-06-30\|11.74\|5.58\|11.02\|11.86\|11.02\|161809;2026-07-01\|11.57\|-1.45\|11.74\|12.04\|11.55\|150915;2026-07-02\|11.08\|-4.24\|11.34\|11.59\|11.05\|127270;2026-07-03\|11.17\|0.81\|11.27\|11.80\|11.00\|154606;2026-07-06\|11.33\|1.43\|11.09\|11.63\|10.72\|199141;2026-07-07\|11.02\|-2.74\|11.02\|11.45\|10.80\|136086;2026-07-08\|11.20\|1.63\|11.10\|11.60\|10.90\|190761;2026-07-09\|11.13\|-0.62\|11.22\|11.29\|10.56\|191897;2026-07-10\|11.45\|2.88\|11.10\|11.79\|11.10\|246909;2026-07-13\|10.88\|-4.98\|11.40\|11.68\|10.76\|218768;2026-07-14\|11.20\|2.94\|10.71\|11.20\|10.60\|170107;2026-07-15\|10.61\|-5.27\|10.87\|11.01\|10.11\|230687;2026-07-16\|10.47\|-1.32\|10.56\|10.90\|10.31\|152281;2026-07-17\|9.63\|-8.02\|10.25\|10.38\|9.50\|202379
103030	央视报道光纤价格暴涨650%	光通信+机器人+光电集成封测行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月28日公告，公司拟与赛勒光电签署《合作协议》，联合开发光通信模块的光引擎产品。并拟进一步合作，共同投资设立合资公司，主要从事光引擎产品、车载光通信模块、星间光通信模块、OCS、OIO等前沿光通信技术及关键产品的研发、制造及销售以及海外交付的PIC芯片封测及销售等业务。 2、据2025年年度报告，公司光电集成传感器封测业务已在机器人、智能驾驶等场景实现翻倍增长，全年通过20余家客户审厂并批量供货头部客户。 3、据2025年年度报告，公司掌握光电共封、SiPM先进封装等“卡脖子”技术，具备向光通信领域拓展的技术储备，并构建“光电集成封测—光电智能传感器—智能场景解决方案”全链自研体系。	公司拟向上海赛勒光电增资5000万，联合开发光通信模块的光引擎产品	2026-03-10\|14.87\|2.55\|14.64\|14.96\|14.64\|93027;2026-03-11\|15.10\|1.55\|14.85\|15.18\|14.78\|127743;2026-03-12\|14.85\|-1.66\|15.00\|15.28\|14.84\|94579;2026-03-13\|14.87\|0.13\|14.84\|15.04\|14.64\|90897;2026-03-16\|15.46\|3.97\|14.93\|15.50\|14.74\|162787;2026-03-17\|14.68\|-5.05\|15.34\|15.38\|14.61\|148375;2026-03-18\|15.25\|3.88\|14.69\|15.27\|14.69\|128147;2026-03-19\|14.79\|-3.02\|15.00\|15.10\|14.70\|79233;2026-03-20\|14.60\|-1.28\|14.86\|15.24\|14.60\|125291;2026-03-23\|13.93\|-4.59\|14.10\|14.65\|13.80\|105429;2026-03-24\|14.31\|2.73\|14.33\|14.35\|13.62\|82163;2026-03-25\|14.48\|1.19\|14.40\|14.71\|14.30\|76289;2026-03-26\|13.73\|-5.18\|14.45\|14.61\|13.67\|92962;2026-03-27\|13.96\|1.68\|13.69\|13.96\|13.20\|70286;2026-03-30\|13.70\|-1.86\|13.65\|13.85\|13.27\|61508;2026-03-31\|13.21\|-3.58\|13.62\|13.70\|13.20\|63736;2026-04-01\|13.49\|2.12\|13.45\|13.69\|13.23\|61700;2026-04-02\|14.93\|10.67\|13.47\|15.95\|13.35\|414642;2026-04-03\|16.61\|11.25\|16.23\|17.18\|15.23\|677030;2026-04-07\|15.14\|-8.85\|16.22\|16.45\|14.96\|476594;2026-04-08\|15.87\|4.82\|15.41\|15.98\|15.22\|364419;2026-04-09\|16.74\|5.48\|15.63\|17.00\|15.25\|518090;2026-04-10\|16.67\|-0.42\|16.74\|17.08\|16.04\|372293;2026-04-13\|16.52\|-0.90\|16.50\|16.85\|16.19\|258342;2026-04-14\|17.81\|7.81\|17.02\|18.18\|16.81\|510608;2026-04-15\|18.01\|1.12\|18.17\|18.40\|17.45\|321476;2026-04-16\|17.41\|-3.33\|18.01\|18.02\|17.28\|240853;2026-04-17\|18.66\|7.18\|17.18\|18.98\|17.00\|376713;2026-04-20\|16.52\|-11.47\|18.28\|18.37\|16.06\|526436;2026-04-21\|17.52\|6.05\|16.22\|17.52\|16.01\|444378;2026-04-22\|17.04\|-2.74\|17.29\|17.48\|16.82\|230906;2026-04-23\|16.50\|-3.17\|16.99\|17.00\|16.21\|173486;2026-04-24\|16.73\|1.39\|16.03\|17.45\|15.99\|246686;2026-04-27\|17.60\|5.20\|16.32\|18.05\|16.09\|287670;2026-04-28\|16.99\|-3.47\|17.61\|17.80\|16.89\|196069;2026-04-29\|20.39\|20.01\|20.39\|20.39\|20.39\|88508;2026-04-30\|24.47\|20.01\|24.47\|24.47\|24.00\|368278;2026-05-06\|24.57\|0.41\|24.99\|25.39\|22.77\|864441;2026-05-07\|24.77\|0.81\|24.98\|25.98\|23.70\|798390;2026-05-08\|24.99\|0.89\|23.78\|26.06\|23.76\|602934;2026-05-11\|25.01\|0.08\|25.02\|25.55\|23.39\|594984;2026-05-12\|28.46\|13.79\|26.76\|30.00\|24.93\|869945;2026-05-13\|30.73\|7.98\|28.65\|33.30\|28.65\|817047;2026-05-14\|31.85\|3.64\|31.83\|33.29\|30.08\|711129;2026-05-15\|35.26\|10.71\|34.36\|36.68\|33.53\|700521;2026-05-18\|35.20\|-0.17\|34.00\|36.28\|33.10\|613471;2026-05-19\|42.24\|20.00\|33.34\|42.24\|32.52\|754613;2026-05-20\|39.29\|-6.98\|41.20\|41.25\|38.68\|586521;2026-05-21\|35.66\|-9.24\|40.49\|41.75\|35.15\|699317;2026-05-22\|36.68\|2.86\|36.71\|37.67\|34.28\|634549;2026-05-25\|38.06\|3.76\|36.01\|38.40\|33.05\|668839;2026-05-26\|32.66\|-14.19\|36.30\|36.48\|32.00\|562018;2026-05-27\|31.33\|-4.07\|32.10\|33.09\|30.64\|472651;2026-05-28\|30.95\|-1.21\|30.82\|31.38\|29.45\|398036;2026-05-29\|27.98\|-9.60\|30.95\|30.95\|27.70\|442160;2026-06-01\|26.82\|-4.15\|27.60\|28.78\|26.54\|310608;2026-06-02\|27.71\|3.32\|26.83\|28.16\|25.73\|349144;2026-06-03\|28.30\|2.13\|29.44\|30.48\|27.85\|564424;2026-06-04\|28.73\|1.52\|28.34\|30.46\|28.21\|442449;2026-06-05\|27.58\|-4.00\|27.32\|28.88\|27.30\|332471;2026-06-08\|26.78\|-2.90\|25.74\|28.50\|25.66\|296421;2026-06-09\|27.30\|1.94\|27.16\|27.50\|26.26\|257325;2026-06-10\|26.50\|-2.93\|26.33\|26.67\|25.67\|230277;2026-06-11\|26.72\|0.83\|26.30\|27.68\|26.00\|309633;2026-06-12\|25.36\|-5.09\|27.20\|27.39\|25.28\|305841;2026-06-15\|28.81\|13.60\|25.88\|28.90\|25.88\|441834;2026-06-16\|28.78\|-0.10\|28.53\|28.98\|27.86\|323495;2026-06-17\|29.43\|2.26\|27.90\|30.20\|27.81\|429571;2026-06-18\|31.48\|6.97\|29.10\|31.85\|29.00\|508912;2026-06-22\|34.43\|9.37\|31.88\|36.00\|31.03\|534097;2026-06-23\|31.33\|-9.00\|33.50\|33.50\|30.68\|372023;2026-06-24\|30.58\|-2.39\|31.01\|31.70\|29.58\|338158;2026-06-25\|31.57\|3.24\|30.99\|31.61\|29.30\|378030;2026-06-26\|28.50\|-9.44\|30.50\|31.01\|28.48\|252523;2026-06-29\|29.36\|3.02\|27.90\|30.80\|27.90\|241042;2026-06-30\|28.55\|-2.76\|28.50\|29.44\|26.91\|280284;2026-07-01\|27.16\|-4.87\|28.62\|28.80\|26.50\|301808;2026-07-02\|25.72\|-5.30\|25.79\|27.00\|25.40\|224890;2026-07-03\|24.85\|-3.38\|25.61\|25.77\|24.27\|228797;2026-07-06\|23.58\|-5.11\|24.79\|25.19\|23.41\|185737;2026-07-07\|22.54\|-4.41\|23.49\|23.63\|22.00\|155157;2026-07-08\|21.53\|-4.48\|22.52\|22.70\|21.28\|153427;2026-07-09\|22.29\|3.53\|21.96\|22.37\|20.70\|173390;2026-07-10\|21.58\|-3.19\|22.50\|23.79\|21.58\|195607;2026-07-13\|19.91\|-7.74\|21.39\|21.84\|19.86\|166311;2026-07-14\|20.92\|5.07\|19.91\|21.28\|19.37\|192402;2026-07-15\|20.15\|-3.68\|21.20\|21.37\|20.07\|120556;2026-07-16\|19.43\|-3.57\|19.85\|20.45\|19.23\|126603;2026-07-17\|17.53\|-9.78\|19.48\|19.65\|17.20\|221296
103029	统筹推进商业航天标准化建设，商业航天标准体系（1.0版）发布	太空光伏+HJT+光储一体化行业原因： 1、1月23日，马斯克在达沃斯论坛宣布SpaceX与特斯拉将三年内在美建设200GW太空光伏产能。 2、申万宏源研报指出，我国已提交超20万颗卫星星座申请，商业航天规模化部署带动太空光伏电池长期需求。公司原因： 1、据2026年1月15日互动易，公司p型超薄异质结电池厚度50-70μm，已小批量交付海外客户，适配卷迭式太阳翼，具备柔性、抗辐射、比功率约2W/g等优势。 2、据2025年8月28日半年度报告，公司完成硅料—硅片—电池—组件全产业链布局，储能系统覆盖美洲、欧洲等百兆瓦级项目，打造“光储”一体化解决方案。 3、据2026年1月26日快讯，光伏概念股延续涨势，东方日升涨超15%，马斯克称SpaceX与特斯拉计划三年内实现每年100GW太阳能产能。	公司p型超薄异质结系列产品卷迭式卫星太阳翼适配（柔性）、抗辐射等方面具备综合优势，已进入SpaceX供应链，有望获得大幅加单	2026-03-10\|20.15\|6.33\|19.50\|20.27\|19.02\|1157430;2026-03-11\|20.06\|-0.45\|19.93\|20.95\|19.76\|1177800;2026-03-12\|19.51\|-2.74\|20.05\|20.40\|19.21\|794071;2026-03-13\|19.58\|0.36\|19.35\|20.29\|18.86\|805074;2026-03-16\|18.60\|-5.01\|19.34\|19.56\|18.51\|628135;2026-03-17\|18.66\|0.32\|18.80\|19.46\|18.52\|575984;2026-03-18\|18.75\|0.48\|18.40\|18.88\|18.11\|497985;2026-03-19\|17.77\|-5.23\|18.32\|18.49\|17.59\|575382;2026-03-20\|18.42\|3.66\|17.80\|19.45\|17.50\|1010564;2026-03-23\|19.15\|3.96\|18.35\|19.85\|18.30\|1363420;2026-03-24\|18.97\|-0.94\|19.16\|19.80\|17.86\|1152984;2026-03-25\|19.14\|0.90\|18.68\|19.55\|18.60\|1051749;2026-03-26\|18.01\|-5.90\|18.95\|18.98\|18.00\|825410;2026-03-27\|17.25\|-4.22\|17.58\|17.75\|17.13\|592194;2026-03-30\|16.37\|-5.10\|16.80\|16.95\|15.63\|723784;2026-03-31\|16.06\|-1.89\|16.37\|16.86\|16.00\|575062;2026-04-01\|16.39\|2.05\|16.40\|16.97\|15.95\|734989;2026-04-02\|16.10\|-1.77\|16.16\|16.54\|15.91\|468821;2026-04-03\|15.38\|-4.47\|16.38\|16.45\|15.30\|529696;2026-04-07\|15.51\|0.85\|15.45\|15.74\|15.31\|334904;2026-04-08\|16.60\|7.03\|15.92\|16.95\|15.88\|719778;2026-04-09\|16.21\|-2.35\|16.32\|16.49\|15.90\|460622;2026-04-10\|16.22\|0.06\|16.40\|16.62\|16.20\|439484;2026-04-13\|16.43\|1.29\|16.05\|16.66\|16.04\|434025;2026-04-14\|16.53\|0.61\|16.48\|16.61\|16.19\|429599;2026-04-15\|16.45\|-0.48\|16.61\|16.98\|16.40\|643832;2026-04-16\|16.71\|1.58\|16.50\|16.85\|16.25\|492890;2026-04-17\|16.62\|-0.54\|16.60\|16.73\|16.34\|401491;2026-04-20\|17.34\|4.33\|16.62\|17.58\|16.52\|748985;2026-04-21\|17.09\|-1.44\|17.47\|17.67\|16.94\|524583;2026-04-22\|16.74\|-2.05\|16.85\|16.95\|16.55\|537910;2026-04-23\|16.35\|-2.33\|16.73\|16.85\|16.20\|437018;2026-04-24\|16.09\|-1.59\|16.28\|16.39\|16.00\|316476;2026-04-27\|15.77\|-1.99\|15.92\|16.05\|15.40\|362179;2026-04-28\|15.16\|-3.87\|15.31\|15.62\|15.02\|457195;2026-04-29\|17.13\|12.99\|15.00\|17.63\|14.96\|1272875;2026-04-30\|17.74\|3.56\|17.00\|17.79\|16.80\|874524;2026-05-06\|17.74\|0.00\|17.74\|17.94\|17.30\|644089;2026-05-07\|18.39\|3.66\|17.74\|19.06\|17.74\|959556;2026-05-08\|18.70\|1.69\|18.30\|18.78\|18.18\|766490;2026-05-11\|19.19\|2.62\|18.80\|19.50\|18.66\|927487;2026-05-12\|18.66\|-2.76\|19.55\|19.96\|18.50\|808664;2026-05-13\|19.39\|3.91\|18.75\|20.15\|18.70\|1214064;2026-05-14\|18.95\|-2.27\|19.27\|20.30\|18.91\|1088219;2026-05-15\|18.61\|-1.79\|18.68\|19.14\|18.10\|804326;2026-05-18\|18.07\|-2.90\|18.36\|18.57\|17.90\|522184;2026-05-19\|17.91\|-0.89\|18.45\|18.88\|17.59\|698775;2026-05-20\|17.68\|-1.28\|17.66\|17.91\|17.27\|472937;2026-05-21\|16.72\|-5.43\|17.92\|18.36\|16.68\|588858;2026-05-22\|16.88\|0.96\|17.02\|17.08\|16.50\|443750;2026-05-25\|16.41\|-2.78\|16.98\|17.25\|16.35\|419228;2026-05-26\|15.96\|-2.74\|16.25\|16.39\|15.74\|425263;2026-05-27\|15.37\|-3.70\|16.01\|16.69\|15.21\|516807;2026-05-28\|15.50\|0.85\|15.32\|15.71\|15.03\|453646;2026-05-29\|14.00\|-9.68\|15.50\|15.50\|13.82\|752189;2026-06-01\|13.82\|-1.29\|13.99\|14.33\|13.79\|442428;2026-06-02\|14.16\|2.46\|13.82\|14.49\|13.20\|629969;2026-06-03\|13.81\|-2.47\|14.17\|14.26\|13.61\|409976;2026-06-04\|13.98\|1.23\|13.67\|14.27\|13.34\|497575;2026-06-05\|13.98\|0.00\|14.39\|14.58\|13.72\|637953;2026-06-08\|13.06\|-6.58\|13.51\|14.12\|12.90\|528114;2026-06-09\|13.58\|3.98\|13.46\|13.63\|12.86\|466482;2026-06-10\|13.49\|-0.66\|13.36\|13.70\|12.80\|520573;2026-06-11\|13.02\|-3.48\|13.12\|13.28\|12.71\|442379;2026-06-12\|13.43\|3.15\|13.25\|13.96\|13.21\|662724;2026-06-15\|13.59\|1.19\|13.67\|13.81\|13.26\|446028;2026-06-16\|14.19\|4.42\|14.07\|14.54\|13.63\|826542;2026-06-17\|13.75\|-3.10\|14.13\|14.65\|13.64\|659147;2026-06-18\|13.31\|-3.20\|13.60\|13.65\|13.29\|473895;2026-06-22\|13.38\|0.53\|13.12\|13.41\|12.70\|564822;2026-06-23\|12.36\|-7.62\|13.20\|13.20\|12.28\|601412;2026-06-24\|12.22\|-1.13\|12.44\|12.48\|11.98\|436772;2026-06-25\|11.94\|-2.29\|12.10\|12.37\|11.77\|466908;2026-06-26\|11.64\|-2.51\|11.96\|12.21\|11.62\|582452;2026-06-29\|11.49\|-1.29\|11.54\|11.84\|11.30\|490503;2026-06-30\|12.45\|8.36\|11.45\|13.20\|11.34\|952423;2026-07-01\|12.16\|-2.33\|12.67\|12.68\|11.78\|571094;2026-07-02\|11.74\|-3.45\|11.99\|12.32\|11.74\|493576;2026-07-03\|11.71\|-0.26\|11.85\|11.93\|11.50\|399686;2026-07-06\|10.98\|-6.23\|11.72\|11.86\|10.96\|405335;2026-07-07\|10.84\|-1.27\|10.93\|11.18\|10.75\|320398;2026-07-08\|10.40\|-4.06\|10.85\|10.94\|10.37\|310951;2026-07-09\|10.49\|0.87\|10.41\|10.55\|10.00\|369493;2026-07-10\|10.98\|4.67\|10.49\|11.62\|10.41\|679117;2026-07-13\|9.94\|-9.47\|10.93\|10.93\|9.93\|465399;2026-07-14\|9.80\|-1.41\|9.93\|9.94\|9.50\|325478;2026-07-15\|9.78\|-0.20\|9.80\|10.14\|9.73\|309991;2026-07-16\|9.71\|-0.72\|9.75\|10.00\|9.51\|297368;2026-07-17\|9.16\|-5.66\|9.69\|9.73\|9.08\|384999
103028	统筹推进商业航天标准化建设，商业航天标准体系（1.0版）发布	一季报高增+废气治理+半导体 1、据2026年4月29日一季报，公司一季度营收4933.93万元，同比增长103.60%；归母净利润1059.07万元，同比增长171.71%，并因转回减值准备增加利润总额1148.64万元。 2、据2026年4月29日年报，公司专注废气恶臭治理设备，2025年该业务收入4.15亿元，占营收93.03%，产品已用于市政污水、半导体、光伏等行业，具备完整产业链及199项专利。 3、据2025年7月29日公告，公司与礼瀚投资及董事共同设立瀚智科创投，认缴999万元占33.30%，投资范围涵盖半导体、新能源、航空航天等高端制造标的股权。	公司拟与礼瀚投资等签署合伙协议，共同投资“瀚智科”，后者投资范围包括但不限于半导体、新能源、航空航天、新材料等行业优质标的股权和/或合伙份额；一季度净利润同比增长171.71%	2026-03-10\|28.34\|2.42\|27.91\|28.42\|27.67\|16511;2026-03-11\|28.09\|-0.88\|28.49\|28.54\|27.94\|15233;2026-03-12\|27.74\|-1.25\|28.10\|28.37\|27.43\|15534;2026-03-13\|27.65\|-0.32\|27.60\|28.38\|27.53\|14695;2026-03-16\|27.59\|-0.22\|27.11\|28.00\|27.05\|17672;2026-03-17\|26.88\|-2.57\|27.65\|27.85\|26.88\|12352;2026-03-18\|27.59\|2.64\|27.15\|27.65\|26.67\|11680;2026-03-19\|26.72\|-3.15\|27.43\|27.50\|26.56\|12839;2026-03-20\|25.54\|-4.42\|27.11\|27.11\|25.33\|24355;2026-03-23\|24.16\|-5.40\|25.30\|25.77\|23.86\|27124;2026-03-24\|25.71\|6.42\|25.13\|25.78\|24.26\|26777;2026-03-25\|26.85\|4.43\|25.90\|27.29\|25.90\|22676;2026-03-26\|25.96\|-3.31\|26.66\|27.20\|25.77\|19509;2026-03-27\|26.52\|2.16\|25.65\|26.80\|25.52\|13509;2026-03-30\|26.83\|1.17\|26.04\|26.83\|26.04\|17458;2026-03-31\|26.62\|-0.78\|27.00\|27.36\|26.52\|17368;2026-04-01\|26.78\|0.60\|27.33\|27.62\|26.46\|18077;2026-04-02\|25.57\|-4.52\|26.82\|26.89\|25.14\|17145;2026-04-03\|24.33\|-4.85\|25.79\|25.88\|24.20\|26882;2026-04-07\|25.36\|4.23\|24.33\|25.46\|24.00\|21246;2026-04-08\|27.05\|6.66\|26.00\|27.14\|25.76\|24601;2026-04-09\|25.96\|-4.03\|27.05\|27.05\|25.79\|18953;2026-04-10\|26.00\|0.15\|26.16\|26.43\|25.71\|13850;2026-04-13\|25.94\|-0.23\|26.00\|26.20\|25.34\|14041;2026-04-14\|25.62\|-1.23\|26.17\|26.17\|25.12\|13927;2026-04-15\|25.20\|-1.64\|25.62\|25.69\|25.05\|11928;2026-04-16\|25.93\|2.90\|25.21\|26.08\|24.81\|13500;2026-04-17\|25.79\|-0.54\|25.93\|26.08\|25.41\|12097;2026-04-20\|26.25\|1.78\|25.70\|26.35\|25.59\|11736;2026-04-21\|26.32\|0.27\|26.20\|26.55\|26.13\|11124;2026-04-22\|26.11\|-0.80\|26.38\|26.50\|25.90\|9058;2026-04-23\|25.79\|-1.23\|26.12\|26.12\|25.56\|11899;2026-04-24\|26.17\|1.47\|25.75\|26.29\|25.20\|13608;2026-04-27\|26.73\|2.14\|26.29\|26.88\|25.72\|14769;2026-04-28\|26.43\|-1.12\|26.66\|26.90\|26.14\|18304;2026-04-29\|29.07\|9.99\|27.20\|29.07\|26.95\|44181;2026-04-30\|28.92\|-0.52\|28.29\|29.23\|28.00\|69780;2026-05-06\|29.67\|2.59\|29.40\|30.58\|29.00\|59618;2026-05-07\|29.57\|-0.34\|29.44\|30.19\|29.44\|30243;2026-05-08\|30.13\|1.89\|29.89\|30.45\|29.73\|30512;2026-05-11\|30.64\|1.69\|30.13\|30.67\|29.88\|26737;2026-05-12\|29.97\|-2.19\|30.52\|30.63\|29.77\|28687;2026-05-13\|30.44\|1.57\|29.97\|30.78\|29.94\|23704;2026-05-14\|29.79\|-2.14\|30.41\|30.41\|29.47\|22244;2026-05-15\|30.27\|1.61\|29.94\|30.70\|29.60\|22906;2026-05-18\|30.45\|0.59\|30.01\|30.58\|29.33\|21617;2026-05-19\|30.24\|-0.69\|30.75\|30.78\|29.78\|15035;2026-05-20\|30.40\|0.53\|30.11\|30.59\|29.94\|14029;2026-05-21\|29.09\|-4.31\|30.31\|30.54\|27.90\|20138;2026-05-22\|29.73\|2.20\|29.11\|29.87\|28.78\|16594;2026-05-25\|29.52\|-0.71\|29.94\|30.60\|29.22\|17433;2026-05-26\|28.76\|-2.57\|29.92\|29.92\|28.20\|22246;2026-05-27\|27.73\|-3.58\|29.26\|29.26\|27.06\|24810;2026-05-28\|27.53\|-0.72\|27.54\|28.10\|27.00\|15447;2026-05-29\|26.91\|-2.25\|27.59\|27.97\|26.69\|14957;2026-06-01\|27.31\|1.49\|26.66\|27.60\|24.48\|22709;2026-06-02\|26.56\|-2.75\|27.47\|27.96\|26.40\|22363;2026-06-03\|26.06\|-1.88\|27.33\|27.33\|25.83\|17154;2026-06-04\|25.41\|-2.49\|26.19\|26.39\|25.02\|15621;2026-06-05\|25.76\|1.38\|25.24\|26.28\|24.51\|17680;2026-06-08\|25.25\|-1.98\|26.18\|26.98\|24.81\|21238;2026-06-09\|25.26\|0.04\|25.43\|25.87\|24.85\|18953;2026-06-10\|25.10\|-0.63\|25.23\|25.35\|23.40\|14902;2026-06-11\|24.50\|-2.39\|24.85\|25.27\|24.00\|19172;2026-06-12\|24.39\|-0.45\|24.69\|25.30\|23.89\|25493;2026-06-15\|24.13\|-1.07\|24.40\|25.20\|23.61\|22619;2026-06-16\|24.39\|1.08\|24.04\|24.70\|23.38\|20559;2026-06-17\|23.91\|-1.97\|24.51\|24.51\|23.64\|14817;2026-06-18\|23.69\|-0.92\|23.78\|24.00\|23.33\|16770;2026-06-22\|24.33\|2.70\|23.67\|24.33\|22.54\|26992;2026-06-23\|24.53\|0.82\|24.33\|25.11\|24.00\|19950;2026-06-24\|23.65\|-3.59\|24.58\|24.67\|23.42\|16559;2026-06-25\|22.89\|-3.21\|23.39\|23.59\|22.58\|15743;2026-06-26\|22.55\|-1.49\|22.75\|22.76\|21.91\|24230;2026-06-29\|22.11\|-1.95\|22.66\|22.80\|21.33\|19547;2026-06-30\|22.02\|-0.41\|22.27\|22.46\|21.65\|14118;2026-07-01\|22.36\|1.54\|21.95\|22.74\|21.72\|17453;2026-07-02\|22.26\|-0.45\|22.59\|23.05\|22.13\|21701;2026-07-03\|22.90\|2.88\|22.37\|23.20\|22.37\|17861;2026-07-06\|22.77\|-0.57\|23.13\|23.59\|22.55\|13253;2026-07-07\|21.81\|-4.22\|22.77\|22.82\|21.58\|13413;2026-07-08\|21.51\|-1.38\|21.81\|21.99\|21.16\|11232;2026-07-09\|21.45\|-0.28\|21.47\|21.80\|20.81\|12421;2026-07-10\|21.95\|2.33\|21.42\|22.39\|21.15\|12902;2026-07-13\|21.05\|-4.10\|21.94\|22.11\|20.81\|15902;2026-07-14\|21.61\|2.66\|21.04\|21.65\|20.65\|11511;2026-07-15\|21.83\|1.02\|21.61\|22.05\|21.36\|11236;2026-07-16\|21.90\|0.32\|21.88\|22.44\|21.50\|9786;2026-07-17\|21.04\|-3.93\|21.90\|22.45\|20.52\|16378
103027	统筹推进商业航天标准化建设，商业航天标准体系（1.0版）发布	TAC膜+锂电隔膜+航天系行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日一季报，公司TAC膜一季度销量517.39万平米，收入5,576.87万元，TAC膜3#生产线已结项并处于工艺优化阶段，投产后高端膜材料产能将提升。 2、据2025年9月15日互动易，公司锂电池隔膜生产线正常运营，2025年上半年销量同比增长50%以上，铝塑膜年产能1,200万平米已完成验收。 3、据2025年年报及股东信息，公司最终控制人为国务院国资委，控股股东中国乐凯集团隶属中国航天科技集团，具备央企背景。	中国航天科技集团旗下，2025年公司占据航空遥感胶片市场65%份额，军工采购领域占比达41%，仍是国内航天感光材料的核心供应商，一季度业绩同比减亏	2026-03-10\|11.06\|10.05\|10.40\|11.06\|10.14\|636772;2026-03-11\|11.00\|-0.54\|10.73\|11.02\|10.63\|639456;2026-03-12\|11.22\|2.00\|10.89\|11.57\|10.73\|662614;2026-03-13\|10.63\|-5.26\|11.01\|11.26\|10.60\|455625;2026-03-16\|10.44\|-1.79\|10.74\|10.79\|10.22\|336471;2026-03-17\|10.55\|1.05\|10.50\|11.15\|10.25\|422795;2026-03-18\|10.56\|0.09\|10.58\|10.73\|10.20\|298680;2026-03-19\|10.32\|-2.27\|10.32\|10.51\|10.20\|208453;2026-03-20\|10.71\|3.78\|10.33\|10.74\|10.21\|354137;2026-03-23\|10.86\|1.40\|10.48\|11.25\|10.45\|511959;2026-03-24\|11.46\|5.52\|10.72\|11.60\|10.72\|620987;2026-03-25\|11.45\|-0.09\|11.13\|11.45\|10.88\|485189;2026-03-26\|10.38\|-9.35\|11.37\|12.59\|10.31\|672705;2026-03-27\|10.05\|-3.18\|9.82\|10.18\|9.34\|549722;2026-03-30\|11.06\|10.05\|9.50\|11.06\|9.30\|554483;2026-03-31\|11.12\|0.54\|11.60\|12.14\|11.07\|669857;2026-04-01\|10.92\|-1.80\|11.34\|11.39\|10.81\|386544;2026-04-02\|10.49\|-3.94\|10.90\|10.93\|10.42\|270135;2026-04-03\|9.44\|-10.01\|10.49\|10.56\|9.44\|353724;2026-04-07\|9.64\|2.12\|9.41\|9.73\|9.31\|236229;2026-04-08\|10.25\|6.33\|9.80\|10.44\|9.65\|322002;2026-04-09\|10.06\|-1.85\|10.15\|10.44\|9.92\|213272;2026-04-10\|9.85\|-2.09\|10.08\|10.15\|9.85\|158410;2026-04-13\|10.10\|2.54\|9.78\|10.14\|9.71\|152002;2026-04-14\|10.18\|0.79\|10.10\|10.20\|9.83\|164185;2026-04-15\|11.20\|10.02\|10.18\|11.20\|10.12\|250434;2026-04-16\|11.01\|-1.70\|11.09\|11.09\|10.76\|432492;2026-04-17\|11.13\|1.09\|11.01\|11.23\|10.90\|329716;2026-04-20\|11.19\|0.54\|11.20\|11.28\|11.02\|282775;2026-04-21\|11.25\|0.54\|11.20\|11.49\|11.02\|325671;2026-04-22\|11.02\|-2.04\|11.27\|11.27\|10.87\|249807;2026-04-23\|10.77\|-2.27\|11.11\|11.12\|10.68\|233062;2026-04-24\|10.43\|-3.16\|10.82\|10.82\|10.31\|187888;2026-04-27\|10.46\|0.29\|10.42\|10.55\|10.23\|138888;2026-04-28\|9.98\|-4.59\|10.40\|10.44\|9.91\|173080;2026-04-29\|10.98\|10.02\|10.12\|10.98\|10.05\|233928;2026-04-30\|11.43\|4.10\|10.98\|11.58\|10.90\|474131;2026-05-06\|11.46\|0.26\|11.38\|11.66\|11.35\|329402;2026-05-07\|11.59\|1.13\|11.52\|11.82\|11.46\|240610;2026-05-08\|11.82\|1.98\|11.56\|12.02\|11.47\|269918;2026-05-11\|12.17\|2.96\|11.94\|12.80\|11.70\|383909;2026-05-12\|11.84\|-2.71\|12.18\|12.41\|11.66\|294527;2026-05-13\|11.73\|-0.93\|11.83\|12.08\|11.60\|246405;2026-05-14\|11.56\|-1.45\|11.85\|12.06\|11.56\|183250;2026-05-15\|11.44\|-1.04\|11.59\|11.65\|11.12\|222341;2026-05-18\|11.16\|-2.45\|11.33\|11.47\|11.09\|147102;2026-05-19\|11.04\|-1.08\|11.29\|11.30\|10.91\|133449;2026-05-20\|11.09\|0.45\|10.96\|11.29\|10.80\|178322;2026-05-21\|10.70\|-3.52\|11.16\|11.88\|10.65\|290064;2026-05-22\|10.90\|1.87\|10.70\|11.14\|10.68\|180607;2026-05-25\|10.83\|-0.64\|10.91\|11.15\|10.72\|182939;2026-05-26\|10.35\|-4.43\|10.72\|10.73\|10.19\|171396;2026-05-27\|9.60\|-7.25\|10.40\|10.45\|9.54\|225096;2026-05-28\|9.72\|1.25\|9.65\|10.13\|9.41\|182359;2026-05-29\|9.15\|-5.86\|9.65\|9.72\|9.07\|177264;2026-06-01\|9.21\|0.66\|9.12\|9.32\|9.03\|113329;2026-06-02\|9.08\|-1.41\|9.23\|9.25\|8.78\|112930;2026-06-03\|9.14\|0.66\|9.20\|9.30\|8.96\|105645;2026-06-04\|8.97\|-1.86\|9.09\|9.17\|8.90\|87618;2026-06-05\|9.11\|1.56\|8.99\|9.23\|8.78\|111660;2026-06-08\|8.57\|-5.93\|8.78\|9.12\|8.43\|132498;2026-06-09\|8.70\|1.52\|8.65\|9.04\|8.56\|131095;2026-06-10\|8.80\|1.15\|8.62\|9.00\|8.55\|145955;2026-06-11\|8.95\|1.70\|8.72\|9.55\|8.55\|210281;2026-06-12\|9.09\|1.56\|8.90\|9.40\|8.90\|238204;2026-06-15\|9.36\|2.97\|9.09\|9.82\|8.99\|271678;2026-06-16\|9.16\|-2.14\|9.27\|9.36\|9.05\|177506;2026-06-17\|8.83\|-3.60\|9.13\|9.15\|8.71\|187095;2026-06-18\|8.75\|-0.91\|8.78\|8.98\|8.62\|115925;2026-06-22\|8.83\|0.91\|8.76\|8.86\|8.36\|135747;2026-06-23\|8.53\|-3.40\|8.81\|8.83\|8.47\|107672;2026-06-24\|8.22\|-3.63\|8.41\|8.57\|8.15\|121558;2026-06-25\|7.94\|-3.41\|8.40\|8.40\|7.88\|125655;2026-06-26\|7.82\|-1.51\|7.95\|8.07\|7.76\|101986;2026-06-29\|7.70\|-1.53\|7.80\|7.82\|7.45\|110068;2026-06-30\|7.99\|3.77\|7.65\|8.08\|7.57\|105873;2026-07-01\|8.02\|0.38\|7.98\|8.27\|7.90\|130387;2026-07-02\|8.09\|0.87\|8.03\|8.63\|7.93\|133236;2026-07-03\|8.00\|-1.11\|8.11\|8.33\|7.96\|109887;2026-07-06\|7.79\|-2.62\|7.99\|8.08\|7.75\|91751;2026-07-07\|7.60\|-2.44\|7.77\|8.00\|7.58\|72751;2026-07-08\|7.43\|-2.24\|7.60\|7.66\|7.38\|77579;2026-07-09\|7.52\|1.21\|7.40\|7.56\|7.28\|85014;2026-07-10\|7.68\|2.13\|7.55\|7.97\|7.40\|121251;2026-07-13\|7.15\|-6.90\|7.61\|7.68\|7.12\|105485;2026-07-14\|7.13\|-0.28\|7.10\|7.20\|6.92\|81918;2026-07-15\|7.09\|-0.56\|7.15\|7.31\|7.07\|81363;2026-07-16\|7.07\|-0.28\|7.00\|7.20\|6.96\|60254;2026-07-17\|6.80\|-3.82\|7.05\|7.17\|6.72\|105895
103026	统筹推进商业航天标准化建设，商业航天标准体系（1.0版）发布	商业航天+车联网+央企行业原因： 1、据上海证券报1月8日报道，国内首个海上回收复用火箭基地在杭州开工，标志可回收火箭量产提速。 2、中信建投指出，2026年多型可回收火箭首飞、星座组网加速，行业迎密集催化。公司原因： 1、据2025年12月27日公告，公司拟1.79亿元向实控人中国航天科工集团转让所持航天科工财务公司2.0126%股权，剥离非主业资产回笼资金聚焦主业。 2、据2025年8月27日半年度报告，公司车联网业务依托“航天智慧车联网综合服务云平台”，在山东、贵州、江西、宁夏等地布局北斗重点营运车辆联网联控及智慧物流。 3、据2026年1月5日互动易，公司航天应用产品主要以加速度传感器、精密制造、航天辅材、测试测控设备为主要业务方向。目前公司仅通过客户配套商业航天相关领域的业务，不直接从事商业航天业务。 4、据2025年12月29日互动易，公司最终控制人为国务院国资委，控股股东航天科工飞航技术研究院为央企航天科工集团核心研究院，具备央企背景。	中国航天科工集团下属公司，形成了航天应用、汽车电子、车联网及工业物联网、电力设备、石油仪器设备五大业务板块；一季度净利润同比增长512.13%	2026-03-10\|25.23\|1.94\|24.89\|25.56\|24.89\|237758;2026-03-11\|24.93\|-1.19\|25.36\|25.47\|24.93\|225070;2026-03-12\|24.23\|-2.81\|24.81\|24.81\|24.01\|260728;2026-03-13\|23.53\|-2.89\|24.00\|24.18\|23.40\|235938;2026-03-16\|23.69\|0.68\|23.50\|23.73\|23.16\|187402;2026-03-17\|22.99\|-2.95\|23.80\|23.91\|22.97\|172142;2026-03-18\|23.58\|2.57\|23.17\|23.60\|22.86\|229890;2026-03-19\|22.97\|-2.59\|23.16\|23.37\|22.83\|183810;2026-03-20\|22.21\|-3.31\|23.25\|23.25\|22.20\|186814;2026-03-23\|21.00\|-5.45\|21.67\|22.29\|20.87\|295115;2026-03-24\|21.55\|2.62\|21.50\|21.59\|20.84\|251455;2026-03-25\|21.95\|1.86\|21.66\|22.04\|21.59\|175675;2026-03-26\|21.71\|-1.09\|22.24\|22.29\|21.50\|171973;2026-03-27\|21.96\|1.15\|21.28\|22.15\|21.20\|165790;2026-03-30\|22.49\|2.41\|21.60\|22.60\|21.52\|289146;2026-03-31\|22.52\|0.13\|22.63\|23.15\|22.51\|290481;2026-04-01\|22.30\|-0.98\|22.87\|22.92\|22.10\|232133;2026-04-02\|21.86\|-1.97\|22.40\|22.67\|21.66\|170704;2026-04-03\|21.29\|-2.61\|21.89\|22.00\|21.20\|133455;2026-04-07\|21.19\|-0.47\|21.45\|21.51\|21.04\|123862;2026-04-08\|22.46\|5.99\|21.59\|22.49\|21.59\|258822;2026-04-09\|22.39\|-0.31\|22.18\|22.84\|22.00\|222011;2026-04-10\|22.41\|0.09\|22.51\|22.80\|22.40\|186520;2026-04-13\|22.55\|0.62\|22.32\|22.73\|22.21\|155095;2026-04-14\|23.07\|2.31\|22.75\|23.10\|22.45\|292502;2026-04-15\|23.08\|0.04\|23.15\|23.72\|22.97\|361032;2026-04-16\|22.90\|-0.78\|23.00\|23.15\|22.57\|235087;2026-04-17\|23.12\|0.96\|22.83\|23.34\|22.70\|248599;2026-04-20\|23.93\|3.50\|23.16\|23.94\|23.16\|499526;2026-04-21\|23.57\|-1.50\|23.90\|24.09\|23.33\|345263;2026-04-22\|23.37\|-0.85\|23.24\|23.39\|22.90\|246752;2026-04-23\|22.83\|-2.31\|23.26\|23.38\|22.60\|249019;2026-04-24\|22.29\|-2.37\|22.69\|22.75\|22.06\|202186;2026-04-27\|21.93\|-1.62\|22.10\|22.20\|21.67\|183284;2026-04-28\|21.11\|-3.74\|21.98\|21.98\|21.04\|203651;2026-04-29\|23.22\|10.00\|21.51\|23.22\|21.51\|420196;2026-04-30\|24.00\|3.36\|23.10\|24.26\|22.88\|805612;2026-05-06\|24.20\|0.83\|24.08\|24.46\|23.78\|605105;2026-05-07\|24.02\|-0.74\|24.21\|24.25\|23.83\|386830;2026-05-08\|24.66\|2.66\|23.80\|24.83\|23.70\|678786;2026-05-11\|24.51\|-0.61\|24.98\|25.09\|24.30\|526718;2026-05-12\|23.84\|-2.73\|24.49\|24.49\|23.65\|335400;2026-05-13\|23.90\|0.25\|23.82\|23.96\|23.50\|282466;2026-05-14\|22.31\|-6.65\|23.90\|23.99\|22.30\|374477;2026-05-15\|22.05\|-1.17\|22.33\|22.77\|21.91\|248059;2026-05-18\|22.16\|0.50\|22.05\|22.66\|22.04\|217900;2026-05-19\|22.18\|0.09\|22.20\|22.25\|21.66\|187513;2026-05-20\|21.75\|-1.94\|21.95\|22.05\|21.57\|160746;2026-05-21\|21.17\|-2.67\|21.86\|22.02\|21.08\|207064;2026-05-22\|20.97\|-0.94\|21.25\|21.30\|20.70\|196909;2026-05-25\|20.74\|-1.10\|21.22\|21.35\|20.43\|217177;2026-05-26\|19.92\|-3.95\|20.54\|20.54\|19.61\|258584;2026-05-27\|19.29\|-3.16\|20.00\|20.17\|19.13\|203471;2026-05-28\|20.10\|4.20\|19.27\|20.41\|19.13\|305920;2026-05-29\|19.01\|-5.42\|20.06\|20.13\|18.92\|238051;2026-06-01\|18.93\|-0.42\|19.00\|19.26\|18.88\|139553;2026-06-02\|18.61\|-1.69\|19.02\|19.06\|18.15\|187417;2026-06-03\|18.81\|1.07\|18.58\|19.25\|18.43\|200430;2026-06-04\|18.48\|-1.75\|18.63\|18.78\|18.28\|131932;2026-06-05\|18.86\|2.06\|18.60\|19.18\|18.41\|261839;2026-06-08\|18.28\|-3.08\|18.70\|19.28\|18.00\|285147;2026-06-09\|18.24\|-0.22\|18.38\|18.46\|17.83\|192110;2026-06-10\|17.81\|-2.36\|18.10\|18.34\|17.65\|154698;2026-06-11\|17.68\|-0.73\|17.70\|17.86\|17.39\|144230;2026-06-12\|18.29\|3.45\|17.99\|18.98\|17.81\|305216;2026-06-15\|18.38\|0.49\|18.28\|18.47\|18.05\|196053;2026-06-16\|18.49\|0.60\|18.65\|19.00\|18.44\|228841;2026-06-17\|18.26\|-1.24\|18.42\|18.71\|18.11\|182373;2026-06-18\|18.34\|0.44\|18.11\|18.68\|17.92\|182639;2026-06-22\|18.05\|-1.58\|18.34\|18.42\|17.41\|252518;2026-06-23\|17.63\|-2.33\|17.90\|18.14\|17.51\|166431;2026-06-24\|17.87\|1.36\|17.63\|18.04\|17.28\|193289;2026-06-25\|17.47\|-2.24\|17.75\|18.09\|17.40\|173390;2026-06-26\|17.61\|0.86\|17.46\|17.86\|16.77\|288391;2026-06-29\|17.15\|-2.61\|17.50\|17.61\|16.95\|213596;2026-06-30\|17.79\|3.73\|17.14\|17.80\|17.03\|255686;2026-07-01\|17.78\|-0.06\|17.77\|18.10\|17.70\|208030;2026-07-02\|17.29\|-2.76\|17.70\|18.02\|17.27\|187652;2026-07-03\|18.29\|5.78\|17.30\|18.43\|17.30\|398102;2026-07-06\|17.02\|-6.94\|18.44\|18.76\|17.02\|375367;2026-07-07\|16.32\|-4.11\|17.02\|17.35\|16.23\|226245;2026-07-08\|15.97\|-2.14\|16.33\|16.46\|15.90\|172512;2026-07-09\|16.30\|2.07\|15.85\|16.40\|15.47\|200796;2026-07-10\|17.93\|10.00\|16.40\|17.93\|15.95\|613717;2026-07-13\|16.14\|-9.98\|18.00\|18.21\|16.14\|590631;2026-07-14\|14.93\|-7.50\|15.38\|15.46\|14.53\|459627;2026-07-15\|14.62\|-2.08\|14.68\|15.02\|14.50\|256724;2026-07-16\|14.30\|-2.19\|14.50\|14.70\|14.24\|177893;2026-07-17\|13.38\|-6.43\|14.30\|14.35\|13.30\|234478
103025	统筹推进商业航天标准化建设，商业航天标准体系（1.0版）发布	商业航天+低空经济+工程设计行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年12月2日业绩说明会纪要，公司中标天兵科技、星际荣耀等火箭制造基地设计项目，并持股火箭制造商致航科技2.1%，2025年初成立商业航天建筑规划研究中心。 2、据2025年4月22日年报，公司持续为低空经济提供全链条设计服务，已完成华中智能飞行器产业基地等标杆项目。 3、据2025年4月22日年报，公司为江苏省最大建筑设计企业，具备高端工业厂房及新质生产力设计优势，服务覆盖商业航天、新能源、创新药等前沿领域。	公司先后中标了天兵科技运载火箭及发动机智能制造基地、山东箭元航天科技总装总测生产基地、成都星际荣耀火箭生产总部基地、安庆年发 20 发可回收液体火箭制造厂房建设项目等多个高端制造基地设计项目	2026-03-10\|13.48\|10.04\|12.50\|13.48\|12.39\|134769;2026-03-11\|13.38\|-0.74\|13.63\|13.71\|13.22\|342685;2026-03-12\|13.31\|-0.52\|13.38\|13.51\|13.23\|165398;2026-03-13\|13.13\|-1.35\|13.31\|13.55\|13.13\|211233;2026-03-16\|13.41\|2.13\|13.04\|13.50\|12.97\|170074;2026-03-17\|13.18\|-1.72\|13.32\|13.65\|13.18\|145022;2026-03-18\|13.84\|5.01\|13.30\|14.38\|13.03\|298066;2026-03-19\|13.79\|-0.36\|13.40\|14.08\|13.40\|267771;2026-03-20\|13.49\|-2.18\|13.81\|14.28\|13.49\|209038;2026-03-23\|12.66\|-6.15\|13.34\|13.70\|12.47\|218186;2026-03-24\|13.93\|10.03\|12.93\|13.93\|12.66\|187940;2026-03-25\|13.93\|0.00\|14.00\|14.30\|13.78\|319308;2026-03-26\|14.60\|4.81\|13.96\|15.32\|13.77\|495405;2026-03-27\|14.33\|-1.85\|14.05\|14.78\|14.05\|323745;2026-03-30\|15.76\|9.98\|14.20\|15.76\|14.14\|314357;2026-03-31\|16.32\|3.55\|16.20\|17.34\|15.51\|688113;2026-04-01\|17.57\|7.66\|16.50\|17.95\|15.71\|606440;2026-04-02\|16.16\|-8.03\|16.86\|17.17\|15.81\|474914;2026-04-03\|14.54\|-10.02\|15.98\|15.99\|14.54\|261346;2026-04-07\|13.21\|-9.15\|13.63\|13.92\|13.10\|351002;2026-04-08\|13.95\|5.60\|13.42\|14.04\|13.25\|329306;2026-04-09\|13.63\|-2.29\|13.76\|14.05\|13.26\|263178;2026-04-10\|13.39\|-1.76\|13.95\|14.18\|13.38\|218710;2026-04-13\|13.46\|0.52\|13.36\|13.66\|12.92\|196840;2026-04-14\|13.35\|-0.82\|13.65\|13.66\|12.91\|204525;2026-04-15\|13.16\|-1.42\|13.33\|13.59\|13.08\|169220;2026-04-16\|12.82\|-2.58\|13.07\|13.10\|12.69\|182539;2026-04-17\|12.92\|0.78\|12.75\|13.10\|12.46\|214044;2026-04-20\|14.21\|9.98\|12.92\|14.21\|12.92\|134872;2026-04-21\|15.63\|9.99\|15.53\|15.63\|15.26\|147392;2026-04-22\|14.96\|-4.29\|15.63\|15.63\|14.37\|507613;2026-04-23\|16.46\|10.03\|14.53\|16.46\|14.53\|406713;2026-04-24\|15.26\|-7.29\|16.00\|16.13\|15.05\|470526;2026-04-27\|14.95\|-2.03\|15.07\|15.11\|14.55\|284423;2026-04-28\|13.90\|-7.02\|14.82\|14.85\|13.73\|261947;2026-04-29\|15.29\|10.00\|14.00\|15.29\|13.86\|285079;2026-04-30\|15.40\|0.72\|15.22\|15.87\|14.92\|453746;2026-05-06\|15.74\|2.21\|15.54\|15.95\|15.13\|387109;2026-05-07\|16.18\|2.80\|15.63\|16.28\|15.55\|367524;2026-05-08\|16.69\|3.15\|15.89\|17.80\|15.70\|529352;2026-05-11\|16.10\|-3.54\|16.61\|16.65\|15.91\|354608;2026-05-12\|15.77\|-2.05\|16.05\|16.05\|15.56\|231567;2026-05-13\|15.65\|-0.76\|15.62\|15.95\|15.59\|179794;2026-05-14\|15.09\|-3.58\|15.56\|15.79\|15.04\|177913;2026-05-15\|14.76\|-2.19\|15.09\|15.34\|14.66\|134263;2026-05-18\|14.96\|1.35\|14.77\|15.18\|14.77\|116836;2026-05-19\|14.57\|-2.61\|14.78\|14.92\|14.15\|140133;2026-05-20\|14.47\|-0.69\|14.40\|14.62\|14.31\|84221;2026-05-21\|13.50\|-6.70\|14.43\|14.51\|13.42\|137224;2026-05-22\|13.81\|2.30\|13.80\|13.85\|13.52\|85748;2026-05-25\|13.16\|-4.71\|13.81\|13.89\|12.91\|134236;2026-05-26\|12.85\|-2.36\|13.10\|13.10\|12.66\|99702;2026-05-27\|12.42\|-3.35\|12.86\|12.97\|12.17\|113985;2026-05-28\|12.55\|1.05\|12.30\|12.73\|12.21\|74652;2026-05-29\|11.89\|-5.26\|12.51\|12.56\|11.76\|127637;2026-06-01\|12.06\|1.43\|11.74\|12.20\|11.74\|65866;2026-06-02\|11.66\|-3.32\|12.00\|12.05\|11.51\|71837;2026-06-03\|11.79\|1.11\|11.66\|12.00\|11.54\|96089;2026-06-04\|11.51\|-2.37\|11.85\|11.94\|11.40\|77161;2026-06-05\|11.70\|1.65\|11.60\|11.88\|11.23\|87888;2026-06-08\|11.33\|-3.16\|11.34\|11.86\|11.16\|76755;2026-06-09\|11.28\|-0.44\|11.33\|11.48\|11.18\|54135;2026-06-10\|11.17\|-0.98\|11.24\|11.33\|10.96\|64649;2026-06-11\|10.87\|-1.36\|10.97\|11.06\|10.78\|44168;2026-06-12\|11.07\|1.84\|10.97\|11.36\|10.97\|67925;2026-06-15\|10.92\|-1.35\|11.00\|11.16\|10.85\|71189;2026-06-16\|10.88\|-0.37\|10.94\|11.01\|10.68\|69776;2026-06-17\|11.07\|1.75\|10.80\|11.45\|10.73\|136272;2026-06-18\|10.87\|-1.81\|10.92\|11.07\|10.56\|88261;2026-06-22\|10.58\|-2.67\|10.81\|10.81\|10.22\|112884;2026-06-23\|10.63\|0.47\|10.57\|10.80\|10.48\|77980;2026-06-24\|10.29\|-3.20\|10.59\|10.72\|10.10\|79630;2026-06-25\|10.06\|-2.24\|10.25\|10.33\|9.99\|70137;2026-06-26\|10.13\|0.70\|10.00\|10.42\|9.76\|118820;2026-06-29\|9.89\|-2.37\|9.99\|10.28\|9.73\|84914;2026-06-30\|9.95\|0.61\|9.82\|10.14\|9.80\|68639;2026-07-01\|10.16\|2.11\|9.94\|10.42\|9.84\|84906;2026-07-02\|9.91\|-2.46\|10.02\|10.38\|9.88\|71354;2026-07-03\|10.30\|3.94\|9.93\|10.41\|9.93\|89742;2026-07-06\|9.72\|-5.63\|10.35\|10.38\|9.71\|107825;2026-07-07\|9.41\|-3.19\|9.79\|9.79\|9.37\|52456;2026-07-08\|9.28\|-1.38\|9.35\|9.53\|9.20\|53347;2026-07-09\|9.29\|0.11\|9.15\|9.35\|8.99\|49966;2026-07-10\|9.87\|6.24\|9.30\|10.22\|9.17\|219856;2026-07-13\|9.01\|-8.71\|9.79\|9.79\|9.00\|159798;2026-07-14\|9.05\|0.44\|8.98\|9.11\|8.78\|94312;2026-07-15\|9.14\|0.99\|9.03\|9.29\|9.02\|62862;2026-07-16\|9.13\|-0.11\|9.14\|9.29\|8.98\|50843;2026-07-17\|8.68\|-4.93\|9.05\|9.24\|8.58\|88269
103024		一季报预增+储能逆变器+海外需求行业原因： 1、工信部等四部门9日联合召开动力及储能电池企业座谈会，部署治理“内卷式”竞争，市场预期供给格局优化、盈利修复。 2、东吴证券研报认为，户储及大储全球共振，AI用电催化需求高增。预计2026年储能新增装机265GWh，同比增长63%。公司原因： 1、据2026年4月9日盘后披露，公司预计2026年一季度归母净利11–12亿元，同比增55.91%–70.08%，主因欧洲、中东、东南亚户用及工商业储能需求快速提升，储能逆变器、储能电池包销售收入大幅增长。 2、据2025年年度报告，公司已形成储能逆变器、组串式逆变器、微型逆变器全矩阵，2025年外销占比79.74%，产品销往110多个国家和地区，品牌全球认知度持续提升。 3、据2025年半年度报告，公司上半年销售逆变器76.38万台，其中工商储4.29万台，欧洲、亚非拉工商储需求快速起量，渠道与研发优势显著。	公司一季度净利润同比增长68.37%，报告期内，公司储能逆变器、储能电池包产品销售收入同比大幅增长，进而推动公司经营业绩增长	2026-03-10\|119.89\|-3.70\|120.50\|122.00\|116.50\|161948;2026-03-11\|131.88\|10.00\|119.01\|131.88\|119.00\|139427;2026-03-12\|135.99\|3.12\|135.18\|139.97\|129.99\|334384;2026-03-13\|134.14\|-1.36\|138.71\|140.22\|133.20\|209070;2026-03-16\|130.00\|-3.09\|135.18\|136.90\|128.80\|171492;2026-03-17\|125.94\|-3.12\|132.00\|132.65\|124.99\|165635;2026-03-18\|127.88\|1.54\|126.00\|128.39\|123.55\|130465;2026-03-19\|128.01\|0.10\|128.01\|133.60\|127.25\|130829;2026-03-20\|140.70\|9.91\|128.50\|140.81\|128.50\|338700;2026-03-23\|136.99\|-2.64\|133.67\|141.99\|133.30\|274351;2026-03-24\|135.08\|-1.39\|135.63\|136.00\|128.88\|194456;2026-03-25\|130.50\|-3.39\|133.06\|134.00\|126.50\|257649;2026-03-26\|131.25\|0.57\|126.88\|134.50\|126.70\|189739;2026-03-27\|129.83\|-1.08\|129.10\|132.76\|126.91\|150706;2026-03-30\|130.13\|0.23\|131.10\|134.20\|126.35\|138678;2026-03-31\|131.46\|1.02\|129.00\|136.88\|125.68\|152628;2026-04-01\|127.04\|-3.36\|130.00\|135.49\|126.89\|175223;2026-04-02\|123.00\|-3.18\|128.20\|129.00\|122.30\|173168;2026-04-03\|121.90\|-0.89\|124.32\|125.00\|119.88\|130477;2026-04-07\|124.65\|2.26\|122.50\|126.98\|121.89\|89840;2026-04-08\|123.30\|-1.08\|124.95\|125.60\|120.00\|129180;2026-04-09\|126.91\|2.93\|122.40\|129.85\|122.38\|148076;2026-04-10\|139.60\|10.00\|136.00\|139.60\|135.76\|127773;2026-04-13\|146.94\|5.26\|139.60\|153.56\|137.21\|421391;2026-04-14\|144.50\|-1.66\|148.00\|149.80\|142.08\|219017;2026-04-15\|136.30\|-5.67\|143.00\|143.00\|135.53\|210071;2026-04-16\|139.99\|2.71\|137.50\|143.43\|135.18\|198014;2026-04-17\|143.99\|2.86\|139.00\|144.72\|138.20\|185847;2026-04-20\|143.07\|-0.64\|143.98\|147.99\|142.43\|139512;2026-04-21\|143.01\|-0.04\|143.50\|144.97\|141.08\|92025;2026-04-22\|145.20\|1.53\|143.54\|145.76\|140.98\|110771;2026-04-23\|148.80\|2.48\|146.51\|151.77\|144.52\|155588;2026-04-24\|146.82\|-1.33\|147.30\|149.50\|142.60\|115423;2026-04-27\|140.70\|-4.17\|144.00\|145.86\|140.01\|163510;2026-04-28\|139.97\|-0.52\|139.81\|142.56\|138.88\|96616;2026-04-29\|147.63\|5.47\|139.00\|149.46\|138.91\|169829;2026-04-30\|150.63\|2.03\|150.00\|155.80\|148.00\|150402;2026-05-06\|159.25\|5.72\|152.26\|159.93\|147.55\|156630;2026-05-07\|154.34\|-3.08\|158.00\|159.00\|152.78\|147483;2026-05-08\|151.27\|-1.99\|152.33\|155.97\|149.54\|107447;2026-05-11\|161.57\|6.81\|150.58\|164.55\|149.00\|170699;2026-05-12\|158.82\|-1.70\|161.59\|162.50\|157.54\|104818;2026-05-13\|158.87\|0.03\|158.02\|160.88\|156.08\|103489;2026-05-14\|151.18\|-4.84\|159.71\|159.99\|150.80\|134355;2026-05-15\|150.33\|-0.56\|150.60\|153.62\|147.43\|148971;2026-05-18\|159.29\|5.96\|150.00\|159.87\|146.50\|155432;2026-05-19\|157.63\|-1.04\|159.48\|167.10\|156.00\|129780;2026-05-20\|169.70\|7.66\|157.21\|173.39\|157.21\|261375;2026-05-21\|168.65\|-0.62\|169.81\|174.56\|164.02\|163102;2026-05-22\|120.70\|1.28\|119.25\|124.66\|118.47\|179221;2026-05-25\|118.36\|-1.94\|118.29\|119.67\|114.06\|174806;2026-05-26\|116.06\|-1.94\|117.00\|121.26\|114.65\|213776;2026-05-27\|122.40\|5.46\|118.45\|126.90\|117.60\|237819;2026-05-28\|121.81\|-0.48\|122.40\|123.66\|118.60\|179389;2026-05-29\|115.64\|-5.07\|121.81\|122.60\|115.00\|187143;2026-06-01\|114.00\|-1.42\|116.33\|122.36\|113.05\|249041;2026-06-02\|111.10\|-2.54\|113.70\|114.20\|107.61\|197687;2026-06-03\|115.33\|3.81\|109.00\|119.48\|109.00\|247954;2026-06-04\|112.28\|-2.64\|114.02\|115.56\|111.10\|169731;2026-06-05\|104.91\|-6.56\|112.28\|112.60\|103.60\|247859;2026-06-08\|102.17\|-2.61\|101.66\|105.49\|100.77\|160660;2026-06-09\|103.87\|1.66\|105.00\|105.00\|100.75\|131378;2026-06-10\|103.70\|-0.16\|103.35\|104.66\|99.70\|161216;2026-06-11\|101.20\|-2.41\|103.70\|105.00\|98.73\|167383;2026-06-12\|103.79\|2.56\|103.00\|105.91\|100.57\|278637;2026-06-15\|100.96\|-2.73\|102.28\|102.49\|94.00\|313339;2026-06-16\|102.42\|1.45\|102.81\|105.91\|100.66\|224424;2026-06-17\|103.08\|0.64\|101.48\|103.79\|100.00\|178117;2026-06-18\|103.20\|0.12\|103.00\|106.00\|101.30\|182957;2026-06-22\|109.00\|5.62\|105.10\|110.36\|104.10\|298383;2026-06-23\|101.44\|-6.94\|109.50\|109.55\|101.03\|265469;2026-06-24\|99.75\|-1.67\|102.00\|102.56\|99.00\|180704;2026-06-25\|99.32\|-0.43\|99.28\|100.20\|97.50\|193269;2026-06-26\|96.49\|-2.85\|99.30\|100.45\|96.36\|155727;2026-06-29\|104.27\|8.06\|97.76\|104.86\|97.64\|296838;2026-06-30\|106.18\|1.83\|105.00\|107.12\|101.79\|205514;2026-07-01\|101.50\|-4.41\|104.50\|104.56\|97.00\|246572;2026-07-02\|94.66\|-6.74\|99.47\|100.96\|94.50\|180347;2026-07-03\|96.44\|1.88\|94.57\|97.97\|93.78\|138945;2026-07-06\|96.12\|-0.33\|96.00\|99.22\|95.61\|135964;2026-07-07\|96.49\|0.38\|96.10\|98.15\|95.20\|104225;2026-07-08\|89.57\|-7.17\|96.15\|96.48\|89.24\|204223;2026-07-09\|86.19\|-3.77\|91.00\|91.00\|83.16\|358092;2026-07-10\|84.00\|-2.54\|85.98\|88.30\|83.84\|197838;2026-07-13\|84.18\|0.21\|84.50\|87.85\|83.00\|218557;2026-07-14\|85.70\|1.81\|84.19\|85.70\|83.04\|143282;2026-07-15\|85.40\|-0.35\|86.30\|89.19\|84.95\|154989;2026-07-16\|82.62\|-3.26\|84.90\|87.50\|82.16\|130506;2026-07-17\|80.15\|-2.99\|82.00\|83.27\|79.47\|125706
103023		涨停揭秘：阳光电源4月29日涨停，受光伏组件价格实质性上调、特斯拉中国设备采购预期强化、AIDC能源配套需求升温共同驱动。；涨停缘由：光伏组件价格触底回升，行业盈利修复；特斯拉拟批量采购中国逆变器设备；公司HVDC技术可复用于AI数据中心供配电系统，切入AIDC新赛道。；资金逻辑：主力资金连续多日净流入，板块内领涨地位稳固，叠加光伏ETF资金持续回补，形成量价共振。；风险提示：海外贸易政策变动风险上升；AIDC业务尚处概念验证阶段，短期难贡献实质利润。	全球光伏逆变器龙头，公司风电变流器和电池PCS在技术层面与HVDC相似，表示正在把握AIDC（人工智能数据中心）机遇	2026-03-10\|156.10\|0.19\|157.99\|158.69\|153.20\|593418;2026-03-11\|170.92\|9.49\|156.42\|175.66\|156.39\|1445728;2026-03-12\|173.10\|1.28\|171.54\|173.77\|168.40\|1025687;2026-03-13\|175.39\|1.32\|175.09\|181.99\|174.86\|1020143;2026-03-16\|173.00\|-1.36\|179.00\|179.20\|170.20\|725374;2026-03-17\|166.48\|-3.77\|174.65\|177.13\|166.10\|730928;2026-03-18\|166.59\|0.07\|167.33\|167.99\|161.34\|642825;2026-03-19\|165.10\|-0.89\|163.64\|170.38\|163.64\|583427;2026-03-20\|173.60\|5.15\|166.53\|180.15\|163.65\|1183556;2026-03-23\|168.54\|-2.91\|175.00\|179.46\|167.01\|1020584;2026-03-24\|164.68\|-2.29\|169.90\|171.38\|156.89\|895460;2026-03-25\|167.08\|1.46\|164.69\|168.49\|160.10\|693258;2026-03-26\|166.00\|-0.65\|165.09\|172.00\|162.52\|579832;2026-03-27\|163.35\|-1.60\|165.99\|167.50\|161.22\|578375;2026-03-30\|157.10\|-3.83\|164.59\|164.60\|154.60\|698159;2026-03-31\|150.76\|-4.04\|155.54\|157.66\|150.69\|614779;2026-04-01\|134.45\|-10.82\|140.90\|143.00\|131.00\|1667303;2026-04-02\|127.25\|-5.36\|131.44\|132.50\|126.55\|1141405;2026-04-03\|123.32\|-3.09\|127.20\|127.80\|122.83\|707771;2026-04-07\|122.28\|-0.84\|123.50\|124.29\|121.74\|522241;2026-04-08\|126.99\|3.85\|124.56\|127.30\|123.85\|794225;2026-04-09\|123.80\|-2.51\|125.34\|125.36\|122.80\|595682;2026-04-10\|130.79\|5.65\|125.61\|133.00\|125.61\|1049795;2026-04-13\|134.24\|2.64\|129.03\|136.31\|129.02\|850777;2026-04-14\|139.46\|3.89\|135.01\|142.12\|131.50\|1064538;2026-04-15\|133.89\|-3.99\|138.90\|139.34\|133.05\|903080;2026-04-16\|133.90\|0.01\|135.00\|135.88\|132.92\|650559;2026-04-17\|132.75\|-0.86\|133.08\|135.78\|132.06\|652054;2026-04-20\|135.20\|1.85\|132.73\|136.28\|131.36\|659119;2026-04-21\|136.23\|0.76\|135.99\|136.77\|133.35\|517375;2026-04-22\|136.91\|0.50\|135.56\|137.10\|134.95\|578538;2026-04-23\|134.50\|-1.76\|137.50\|138.59\|132.56\|648805;2026-04-24\|133.79\|-0.53\|133.96\|135.36\|132.91\|422508;2026-04-27\|131.39\|-1.79\|131.70\|132.52\|129.20\|631574;2026-04-28\|129.89\|-1.14\|125.67\|132.50\|124.81\|1238034;2026-04-29\|138.07\|6.30\|129.00\|138.88\|127.00\|1157470;2026-04-30\|137.41\|-0.48\|138.47\|140.21\|136.40\|638725;2026-05-06\|140.53\|2.27\|137.68\|142.38\|135.80\|729477;2026-05-07\|139.50\|-0.73\|140.61\|141.87\|138.32\|537728;2026-05-08\|139.85\|0.25\|138.06\|142.99\|138.00\|615447;2026-05-11\|144.04\|3.00\|140.16\|146.80\|140.06\|746845;2026-05-12\|139.85\|-2.44\|144.00\|144.44\|139.60\|543105;2026-05-13\|142.65\|2.00\|139.50\|142.98\|139.40\|555461;2026-05-14\|135.03\|-5.34\|142.65\|143.80\|134.21\|820489;2026-05-15\|152.95\|13.27\|136.00\|155.99\|131.02\|1734615;2026-05-18\|152.25\|-0.46\|152.90\|155.33\|148.01\|952476;2026-05-19\|157.38\|3.37\|154.00\|161.32\|153.72\|1010387;2026-05-20\|167.20\|6.24\|158.34\|170.89\|156.10\|1177186;2026-05-21\|165.38\|-1.09\|167.30\|173.00\|164.50\|1133162;2026-05-22\|164.51\|-0.53\|168.00\|171.94\|162.50\|890530;2026-05-25\|167.24\|1.66\|165.44\|171.03\|159.00\|904130;2026-05-26\|178.99\|7.03\|166.80\|181.77\|163.70\|1134374;2026-05-27\|184.09\|2.85\|182.60\|191.71\|180.82\|1133536;2026-05-28\|190.09\|3.26\|182.89\|190.98\|179.02\|834248;2026-05-29\|177.99\|-6.37\|190.14\|190.63\|176.00\|881351;2026-06-01\|174.00\|-2.24\|183.82\|186.98\|172.68\|719157;2026-06-02\|172.70\|-0.75\|179.99\|181.01\|167.50\|635626;2026-06-03\|170.80\|-1.10\|171.00\|175.67\|166.70\|642972;2026-06-04\|164.35\|-3.78\|168.79\|169.00\|163.00\|678026;2026-06-05\|153.75\|-6.45\|165.99\|166.25\|152.85\|840044;2026-06-08\|146.80\|-4.52\|150.11\|153.75\|146.00\|590255;2026-06-09\|152.50\|3.88\|149.44\|153.30\|144.57\|603097;2026-06-10\|143.55\|-5.87\|150.27\|150.44\|141.21\|648768;2026-06-11\|146.75\|2.23\|144.33\|152.05\|142.37\|549008;2026-06-12\|148.76\|1.37\|149.68\|157.00\|146.28\|863185;2026-06-15\|149.10\|0.23\|151.00\|151.51\|146.44\|565458;2026-06-16\|152.49\|2.27\|150.41\|156.83\|147.88\|701207;2026-06-17\|149.15\|-2.19\|150.00\|152.32\|146.80\|604968;2026-06-18\|146.98\|-1.45\|148.16\|151.68\|145.25\|611957;2026-06-22\|163.46\|11.21\|149.50\|167.15\|149.06\|1139215;2026-06-23\|152.00\|-7.01\|161.00\|162.00\|150.40\|823729;2026-06-24\|154.80\|1.84\|152.25\|157.98\|149.22\|597107;2026-06-25\|152.66\|-1.38\|154.96\|155.60\|149.63\|577973;2026-06-26\|151.05\|-1.05\|154.01\|159.98\|150.40\|757790;2026-06-29\|155.64\|3.04\|149.02\|159.41\|145.00\|849159;2026-06-30\|159.02\|2.17\|154.99\|160.26\|152.34\|741792;2026-07-01\|136.92\|-13.90\|151.07\|151.09\|127.30\|1652070;2026-07-02\|127.84\|-6.63\|135.20\|135.24\|127.18\|886147;2026-07-03\|126.16\|-1.31\|127.80\|131.46\|126.10\|574468;2026-07-06\|128.18\|1.60\|126.00\|131.90\|126.00\|522306;2026-07-07\|127.53\|-0.51\|127.45\|131.68\|126.35\|442203;2026-07-08\|124.49\|-2.38\|127.00\|130.13\|124.01\|413086;2026-07-09\|124.01\|-0.39\|124.00\|124.60\|118.06\|673516;2026-07-10\|114.79\|-7.43\|123.17\|123.80\|114.00\|939380;2026-07-13\|108.00\|-5.92\|112.54\|114.05\|106.80\|745683;2026-07-14\|108.29\|0.27\|108.00\|109.26\|100.73\|960311;2026-07-15\|108.95\|0.61\|110.09\|111.15\|107.65\|543480;2026-07-16\|105.84\|-2.85\|108.17\|112.00\|104.53\|624787;2026-07-17\|101.61\|-4.00\|106.07\|106.24\|100.20\|622050
103022		涨停揭秘：锦浪科技4月29日涨停，受益于光伏组件涨价带动逆变器提价预期、特斯拉供应链准入进展、欧洲户储渠道补库需求释放。；涨停缘由：组串式逆变器出口占比超70%，直接受益于欧洲电价反弹及户用储能装机回暖；特斯拉设备采购计划提升中小功率厂商配套确定性；Q1毛利率环比提升2.3pct。；资金逻辑：游资主导拉升，换手充分，叠加光伏设备指数单日涨3.1%，形成板块情绪共振。；风险提示：海外认证周期拉长可能影响交付节奏；汇兑波动对利润影响尚未完全对冲。	中小功率逆变器市场的龙头企业，国内最早进入国际市场的组串式并网逆变器企业之一	2026-03-10\|92.33\|-2.04\|92.10\|92.66\|89.58\|179368;2026-03-11\|102.59\|11.11\|91.57\|105.60\|91.54\|407279;2026-03-12\|105.78\|3.11\|102.70\|107.32\|100.06\|392442;2026-03-13\|103.16\|-2.48\|105.97\|108.78\|102.18\|267748;2026-03-16\|101.39\|-1.72\|105.70\|106.01\|100.10\|205770;2026-03-17\|97.30\|-4.03\|101.32\|102.37\|97.01\|190895;2026-03-18\|98.68\|1.42\|98.45\|99.20\|96.30\|165291;2026-03-19\|103.88\|5.27\|99.51\|107.86\|99.00\|337071;2026-03-20\|119.50\|15.04\|103.50\|124.00\|102.11\|548475;2026-03-23\|113.05\|-5.40\|117.43\|121.99\|112.33\|361635;2026-03-24\|111.28\|-1.57\|114.01\|114.50\|105.80\|311551;2026-03-25\|113.85\|2.31\|111.76\|115.08\|106.00\|398238;2026-03-26\|112.22\|-1.43\|111.00\|116.83\|108.50\|281785;2026-03-27\|106.50\|-5.10\|109.12\|113.97\|106.22\|282052;2026-03-30\|102.72\|-3.55\|107.43\|108.43\|98.00\|288307;2026-03-31\|99.90\|-2.75\|100.10\|104.70\|99.45\|213422;2026-04-01\|96.30\|-3.60\|99.94\|101.50\|94.58\|298647;2026-04-02\|91.50\|-4.98\|95.01\|96.29\|91.13\|235111;2026-04-03\|88.34\|-3.45\|91.47\|91.48\|87.85\|160303;2026-04-07\|88.53\|0.22\|88.30\|89.93\|86.87\|131119;2026-04-08\|90.41\|2.12\|90.24\|91.36\|88.80\|245922;2026-04-09\|90.75\|0.38\|89.93\|92.28\|87.15\|220365;2026-04-10\|93.67\|3.22\|92.77\|96.80\|92.10\|281869;2026-04-13\|94.98\|1.40\|92.30\|96.63\|92.30\|210820;2026-04-14\|96.67\|1.78\|94.69\|96.97\|92.77\|208310;2026-04-15\|92.23\|-4.59\|96.93\|96.99\|91.90\|228343;2026-04-16\|93.38\|1.25\|93.13\|94.48\|91.50\|158245;2026-04-17\|93.76\|0.41\|92.58\|93.99\|92.15\|128115;2026-04-20\|95.32\|1.66\|92.93\|96.18\|92.31\|166951;2026-04-21\|94.64\|-0.71\|94.47\|95.68\|93.50\|114829;2026-04-22\|94.33\|-0.33\|93.60\|94.99\|92.51\|146678;2026-04-23\|96.45\|2.25\|94.69\|97.69\|93.31\|250897;2026-04-24\|101.50\|5.24\|96.15\|101.50\|95.65\|278782;2026-04-27\|83.60\|-17.64\|85.00\|90.00\|83.39\|404807;2026-04-28\|86.37\|3.31\|83.58\|87.50\|83.58\|228154;2026-04-29\|95.40\|10.46\|87.00\|96.25\|86.85\|302173;2026-04-30\|95.06\|-0.36\|94.65\|96.99\|93.54\|160906;2026-05-06\|97.92\|3.01\|94.58\|99.38\|93.20\|183971;2026-05-07\|97.50\|-0.43\|98.00\|100.93\|96.76\|166272;2026-05-08\|98.23\|0.75\|97.04\|100.19\|96.82\|138437;2026-05-11\|102.90\|4.75\|99.16\|105.00\|97.58\|187657;2026-05-12\|100.43\|-2.40\|103.01\|104.90\|100.12\|124322;2026-05-13\|102.31\|1.87\|100.28\|102.94\|98.85\|120468;2026-05-14\|97.84\|-4.37\|102.30\|102.91\|97.58\|125138;2026-05-15\|96.60\|-1.27\|97.70\|101.61\|92.60\|219839;2026-05-18\|104.11\|7.77\|96.56\|107.11\|95.09\|246602;2026-05-19\|107.95\|3.69\|104.25\|109.38\|104.25\|172456;2026-05-20\|112.53\|4.24\|107.20\|113.90\|106.31\|204118;2026-05-21\|108.22\|-3.83\|112.52\|112.97\|107.60\|159228;2026-05-22\|113.60\|4.97\|111.00\|118.88\|110.09\|185050;2026-05-25\|109.69\|-3.44\|112.01\|112.46\|107.90\|151725;2026-05-26\|107.56\|-1.94\|108.82\|112.66\|106.18\|133500;2026-05-27\|119.90\|11.47\|107.44\|123.78\|107.28\|355005;2026-05-28\|120.40\|0.58\|119.92\|121.80\|116.60\|189915;2026-05-29\|114.52\|-4.88\|120.45\|120.88\|113.58\|185884;2026-06-01\|117.50\|2.60\|115.00\|124.80\|114.87\|203702;2026-06-02\|112.60\|-4.17\|119.22\|123.38\|110.18\|178240;2026-06-03\|109.48\|-2.77\|112.60\|117.80\|108.00\|211656;2026-06-04\|105.90\|-3.27\|107.50\|110.62\|103.00\|159139;2026-06-05\|97.35\|-8.07\|105.47\|106.90\|96.45\|198201;2026-06-08\|93.82\|-3.63\|95.29\|97.29\|92.35\|139136;2026-06-09\|93.72\|-0.11\|96.22\|97.00\|91.12\|124571;2026-06-10\|90.62\|-3.31\|92.88\|93.38\|88.80\|112288;2026-06-11\|92.30\|1.85\|90.28\|93.69\|90.06\|114041;2026-06-12\|90.73\|-1.70\|93.52\|94.30\|89.84\|158949;2026-06-15\|87.20\|-3.89\|91.50\|91.86\|86.36\|174762;2026-06-16\|93.06\|6.72\|87.86\|95.57\|86.00\|219506;2026-06-17\|93.31\|0.27\|92.00\|95.30\|91.88\|129134;2026-06-18\|92.06\|-1.34\|92.25\|94.60\|91.63\|115210;2026-06-22\|95.62\|3.87\|92.90\|97.00\|92.51\|198019;2026-06-23\|90.43\|-5.43\|94.87\|94.87\|89.80\|156244;2026-06-24\|88.04\|-2.64\|90.51\|90.86\|86.86\|126496;2026-06-25\|85.10\|-3.34\|88.00\|88.44\|84.75\|130619;2026-06-26\|83.50\|-1.88\|85.46\|87.31\|83.31\|127088;2026-06-29\|87.44\|4.72\|83.65\|91.80\|83.65\|192611;2026-06-30\|90.35\|3.33\|87.30\|91.59\|86.50\|134483;2026-07-01\|82.52\|-8.67\|89.45\|89.98\|77.42\|269886;2026-07-02\|78.48\|-4.90\|81.50\|82.30\|78.24\|148871;2026-07-03\|76.24\|-2.85\|79.02\|79.65\|76.20\|107551;2026-07-06\|76.35\|0.14\|76.30\|79.18\|75.81\|104013;2026-07-07\|71.34\|-6.56\|76.35\|76.36\|71.17\|161465;2026-07-08\|66.10\|-7.35\|73.34\|73.70\|65.72\|245157;2026-07-09\|66.01\|-0.14\|66.78\|66.82\|62.66\|206736;2026-07-10\|64.06\|-2.95\|65.99\|66.60\|64.00\|148453;2026-07-13\|61.69\|-3.70\|64.01\|64.65\|61.26\|116614;2026-07-14\|62.81\|1.82\|61.96\|63.10\|61.27\|98896;2026-07-15\|62.07\|-1.18\|63.00\|64.73\|61.76\|103006;2026-07-16\|61.09\|-1.58\|62.01\|62.50\|60.15\|89091;2026-07-17\|57.80\|-5.39\|60.96\|61.23\|57.50\|107530
103021		太空光伏+HJT+光储一体化行业原因： 1、1月23日，马斯克在达沃斯论坛宣布SpaceX与特斯拉将三年内在美建设200GW太空光伏产能。 2、申万宏源研报指出，我国已提交超20万颗卫星星座申请，商业航天规模化部署带动太空光伏电池长期需求。公司原因： 1、据2026年1月15日互动易，公司p型超薄异质结电池厚度50-70μm，已小批量交付海外客户，适配卷迭式太阳翼，具备柔性、抗辐射、比功率约2W/g等优势。 2、据2025年8月28日半年度报告，公司完成硅料—硅片—电池—组件全产业链布局，储能系统覆盖美洲、欧洲等百兆瓦级项目，打造“光储”一体化解决方案。 3、据2026年1月26日快讯，光伏概念股延续涨势，东方日升涨超15%，马斯克称SpaceX与特斯拉计划三年内实现每年100GW太阳能产能。	公司p型超薄异质结系列产品卷迭式卫星太阳翼适配（柔性）、抗辐射等方面具备综合优势，已进入SpaceX供应链，有望获得大幅加单	2026-03-10\|20.15\|6.33\|19.50\|20.27\|19.02\|1157430;2026-03-11\|20.06\|-0.45\|19.93\|20.95\|19.76\|1177800;2026-03-12\|19.51\|-2.74\|20.05\|20.40\|19.21\|794071;2026-03-13\|19.58\|0.36\|19.35\|20.29\|18.86\|805074;2026-03-16\|18.60\|-5.01\|19.34\|19.56\|18.51\|628135;2026-03-17\|18.66\|0.32\|18.80\|19.46\|18.52\|575984;2026-03-18\|18.75\|0.48\|18.40\|18.88\|18.11\|497985;2026-03-19\|17.77\|-5.23\|18.32\|18.49\|17.59\|575382;2026-03-20\|18.42\|3.66\|17.80\|19.45\|17.50\|1010564;2026-03-23\|19.15\|3.96\|18.35\|19.85\|18.30\|1363420;2026-03-24\|18.97\|-0.94\|19.16\|19.80\|17.86\|1152984;2026-03-25\|19.14\|0.90\|18.68\|19.55\|18.60\|1051749;2026-03-26\|18.01\|-5.90\|18.95\|18.98\|18.00\|825410;2026-03-27\|17.25\|-4.22\|17.58\|17.75\|17.13\|592194;2026-03-30\|16.37\|-5.10\|16.80\|16.95\|15.63\|723784;2026-03-31\|16.06\|-1.89\|16.37\|16.86\|16.00\|575062;2026-04-01\|16.39\|2.05\|16.40\|16.97\|15.95\|734989;2026-04-02\|16.10\|-1.77\|16.16\|16.54\|15.91\|468821;2026-04-03\|15.38\|-4.47\|16.38\|16.45\|15.30\|529696;2026-04-07\|15.51\|0.85\|15.45\|15.74\|15.31\|334904;2026-04-08\|16.60\|7.03\|15.92\|16.95\|15.88\|719778;2026-04-09\|16.21\|-2.35\|16.32\|16.49\|15.90\|460622;2026-04-10\|16.22\|0.06\|16.40\|16.62\|16.20\|439484;2026-04-13\|16.43\|1.29\|16.05\|16.66\|16.04\|434025;2026-04-14\|16.53\|0.61\|16.48\|16.61\|16.19\|429599;2026-04-15\|16.45\|-0.48\|16.61\|16.98\|16.40\|643832;2026-04-16\|16.71\|1.58\|16.50\|16.85\|16.25\|492890;2026-04-17\|16.62\|-0.54\|16.60\|16.73\|16.34\|401491;2026-04-20\|17.34\|4.33\|16.62\|17.58\|16.52\|748985;2026-04-21\|17.09\|-1.44\|17.47\|17.67\|16.94\|524583;2026-04-22\|16.74\|-2.05\|16.85\|16.95\|16.55\|537910;2026-04-23\|16.35\|-2.33\|16.73\|16.85\|16.20\|437018;2026-04-24\|16.09\|-1.59\|16.28\|16.39\|16.00\|316476;2026-04-27\|15.77\|-1.99\|15.92\|16.05\|15.40\|362179;2026-04-28\|15.16\|-3.87\|15.31\|15.62\|15.02\|457195;2026-04-29\|17.13\|12.99\|15.00\|17.63\|14.96\|1272875;2026-04-30\|17.74\|3.56\|17.00\|17.79\|16.80\|874524;2026-05-06\|17.74\|0.00\|17.74\|17.94\|17.30\|644089;2026-05-07\|18.39\|3.66\|17.74\|19.06\|17.74\|959556;2026-05-08\|18.70\|1.69\|18.30\|18.78\|18.18\|766490;2026-05-11\|19.19\|2.62\|18.80\|19.50\|18.66\|927487;2026-05-12\|18.66\|-2.76\|19.55\|19.96\|18.50\|808664;2026-05-13\|19.39\|3.91\|18.75\|20.15\|18.70\|1214064;2026-05-14\|18.95\|-2.27\|19.27\|20.30\|18.91\|1088219;2026-05-15\|18.61\|-1.79\|18.68\|19.14\|18.10\|804326;2026-05-18\|18.07\|-2.90\|18.36\|18.57\|17.90\|522184;2026-05-19\|17.91\|-0.89\|18.45\|18.88\|17.59\|698775;2026-05-20\|17.68\|-1.28\|17.66\|17.91\|17.27\|472937;2026-05-21\|16.72\|-5.43\|17.92\|18.36\|16.68\|588858;2026-05-22\|16.88\|0.96\|17.02\|17.08\|16.50\|443750;2026-05-25\|16.41\|-2.78\|16.98\|17.25\|16.35\|419228;2026-05-26\|15.96\|-2.74\|16.25\|16.39\|15.74\|425263;2026-05-27\|15.37\|-3.70\|16.01\|16.69\|15.21\|516807;2026-05-28\|15.50\|0.85\|15.32\|15.71\|15.03\|453646;2026-05-29\|14.00\|-9.68\|15.50\|15.50\|13.82\|752189;2026-06-01\|13.82\|-1.29\|13.99\|14.33\|13.79\|442428;2026-06-02\|14.16\|2.46\|13.82\|14.49\|13.20\|629969;2026-06-03\|13.81\|-2.47\|14.17\|14.26\|13.61\|409976;2026-06-04\|13.98\|1.23\|13.67\|14.27\|13.34\|497575;2026-06-05\|13.98\|0.00\|14.39\|14.58\|13.72\|637953;2026-06-08\|13.06\|-6.58\|13.51\|14.12\|12.90\|528114;2026-06-09\|13.58\|3.98\|13.46\|13.63\|12.86\|466482;2026-06-10\|13.49\|-0.66\|13.36\|13.70\|12.80\|520573;2026-06-11\|13.02\|-3.48\|13.12\|13.28\|12.71\|442379;2026-06-12\|13.43\|3.15\|13.25\|13.96\|13.21\|662724;2026-06-15\|13.59\|1.19\|13.67\|13.81\|13.26\|446028;2026-06-16\|14.19\|4.42\|14.07\|14.54\|13.63\|826542;2026-06-17\|13.75\|-3.10\|14.13\|14.65\|13.64\|659147;2026-06-18\|13.31\|-3.20\|13.60\|13.65\|13.29\|473895;2026-06-22\|13.38\|0.53\|13.12\|13.41\|12.70\|564822;2026-06-23\|12.36\|-7.62\|13.20\|13.20\|12.28\|601412;2026-06-24\|12.22\|-1.13\|12.44\|12.48\|11.98\|436772;2026-06-25\|11.94\|-2.29\|12.10\|12.37\|11.77\|466908;2026-06-26\|11.64\|-2.51\|11.96\|12.21\|11.62\|582452;2026-06-29\|11.49\|-1.29\|11.54\|11.84\|11.30\|490503;2026-06-30\|12.45\|8.36\|11.45\|13.20\|11.34\|952423;2026-07-01\|12.16\|-2.33\|12.67\|12.68\|11.78\|571094;2026-07-02\|11.74\|-3.45\|11.99\|12.32\|11.74\|493576;2026-07-03\|11.71\|-0.26\|11.85\|11.93\|11.50\|399686;2026-07-06\|10.98\|-6.23\|11.72\|11.86\|10.96\|405335;2026-07-07\|10.84\|-1.27\|10.93\|11.18\|10.75\|320398;2026-07-08\|10.40\|-4.06\|10.85\|10.94\|10.37\|310951;2026-07-09\|10.49\|0.87\|10.41\|10.55\|10.00\|369493;2026-07-10\|10.98\|4.67\|10.49\|11.62\|10.41\|679117;2026-07-13\|9.94\|-9.47\|10.93\|10.93\|9.93\|465399;2026-07-14\|9.80\|-1.41\|9.93\|9.94\|9.50\|325478;2026-07-15\|9.78\|-0.20\|9.80\|10.14\|9.73\|309991;2026-07-16\|9.71\|-0.72\|9.75\|10.00\|9.51\|297368;2026-07-17\|9.16\|-5.66\|9.69\|9.73\|9.08\|384999
103020		澳洲大单+储能逆变器+光伏设备行业原因： 1、当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，欧洲气价一日暴涨50%，催化户储需求预期。 2、东吴证券发布研报称，展望2026年海外户储行业，东欧及其他欧洲国家户储需求旺盛，亚非拉等市场低光储渗透率，户储成长空间大。公司原因： 1、据2026年1月26日公告，公司与Raystech Group Pty Ltd签订2026年销售合作协议，对方承诺2026年度澳洲户储出货容量不低于1GWh，协议为框架性约定，具体金额待后续合同确定。 2、据2025年12月4日机构调研，2025年前三季度工商业储能系统营收约3.7亿元，全年预计5.5–6亿元，业务快速放量。 3、据2025年半年度报告，公司已形成储能逆变器、储能电池、并网逆变器及微型逆变器全系列产能，2GWh储能电池及100万台光伏逆变器二期项目已投产，产能持续释放。	国际知名光伏储能系统提供商；一季度净利润同比增长45.05%	2026-03-10\|119.44\|-6.75\|122.00\|124.99\|117.50\|102838;2026-03-11\|133.05\|11.39\|119.09\|142.89\|115.77\|133028;2026-03-12\|145.60\|9.43\|136.42\|148.33\|133.21\|127401;2026-03-13\|144.59\|-0.69\|144.00\|154.98\|141.65\|118416;2026-03-16\|138.96\|-3.89\|145.00\|146.99\|138.00\|80923;2026-03-17\|133.61\|-3.85\|141.48\|141.77\|132.88\|75190;2026-03-18\|129.89\|-2.78\|133.53\|135.49\|125.05\|90085;2026-03-19\|130.94\|0.81\|134.00\|134.80\|127.30\|100645;2026-03-20\|144.00\|9.97\|128.81\|157.13\|128.81\|146884;2026-03-23\|135.87\|-5.65\|140.00\|147.00\|132.02\|132644;2026-03-24\|134.40\|-1.08\|135.87\|138.76\|128.00\|96371;2026-03-25\|126.58\|-5.82\|129.00\|133.71\|125.01\|152991;2026-03-26\|122.23\|-3.44\|124.00\|127.85\|117.71\|107206;2026-03-27\|121.64\|-0.48\|119.70\|126.63\|119.60\|90013;2026-03-30\|119.59\|-1.69\|123.03\|126.80\|116.08\|81828;2026-03-31\|117.00\|-2.17\|118.23\|123.10\|116.11\|70491;2026-04-01\|115.00\|-1.71\|116.95\|120.51\|111.09\|94155;2026-04-02\|109.53\|-4.76\|113.85\|116.80\|108.39\|85291;2026-04-03\|106.99\|-2.32\|111.23\|114.16\|106.15\|49016;2026-04-07\|109.40\|2.25\|107.28\|112.60\|105.22\|60010;2026-04-08\|107.00\|-2.19\|111.40\|112.95\|105.51\|104928;2026-04-09\|110.07\|2.87\|106.99\|112.61\|106.00\|82414;2026-04-10\|117.85\|7.07\|115.99\|121.16\|112.07\|132966;2026-04-13\|121.35\|2.97\|118.60\|126.63\|113.80\|91085;2026-04-14\|117.55\|-3.13\|122.93\|123.11\|112.19\|89882;2026-04-15\|106.01\|-9.82\|114.31\|115.67\|105.21\|107776;2026-04-16\|105.76\|-0.24\|106.00\|108.53\|104.13\|62530;2026-04-17\|105.60\|-0.15\|105.00\|108.06\|104.50\|51364;2026-04-20\|108.65\|2.89\|105.11\|111.83\|105.11\|63638;2026-04-21\|108.09\|-0.52\|108.48\|109.24\|106.00\|31411;2026-04-22\|109.29\|1.11\|108.10\|109.74\|106.10\|44106;2026-04-23\|109.89\|0.55\|108.83\|112.83\|107.10\|68873;2026-04-24\|106.07\|-3.48\|109.89\|109.94\|105.69\|62075;2026-04-27\|101.32\|-4.48\|103.81\|105.80\|98.38\|102257;2026-04-28\|102.55\|1.21\|99.31\|104.89\|99.10\|72615;2026-04-29\|117.00\|14.09\|107.56\|119.88\|107.00\|114491;2026-04-30\|121.66\|3.98\|117.00\|123.95\|115.89\|112214;2026-05-06\|120.69\|-0.80\|119.40\|122.60\|116.25\|69247;2026-05-07\|121.54\|0.70\|119.00\|123.81\|116.11\|62006;2026-05-08\|117.50\|-3.32\|119.50\|123.00\|114.65\|57752;2026-05-11\|121.12\|3.08\|118.67\|124.30\|116.99\|62875;2026-05-12\|119.30\|-1.50\|121.01\|123.49\|118.32\|48746;2026-05-13\|121.63\|1.95\|120.20\|123.30\|117.33\|52352;2026-05-14\|119.02\|-2.15\|121.44\|124.00\|118.18\|42691;2026-05-15\|116.99\|-1.71\|118.41\|122.90\|114.51\|57322;2026-05-18\|123.90\|5.91\|115.94\|128.28\|114.86\|93406;2026-05-19\|125.35\|1.17\|125.06\|129.68\|120.90\|61918;2026-05-20\|131.49\|4.90\|126.01\|134.58\|122.14\|89892;2026-05-21\|123.56\|-6.03\|129.00\|130.58\|123.00\|61075;2026-05-22\|122.88\|-0.55\|124.41\|130.00\|121.20\|63928;2026-05-25\|114.17\|-7.09\|120.00\|120.46\|114.00\|77757;2026-05-26\|112.60\|-1.38\|110.50\|117.55\|110.00\|63554;2026-05-27\|110.27\|-2.07\|113.04\|121.44\|109.83\|83816;2026-05-28\|110.94\|0.61\|112.00\|114.94\|109.20\|49298;2026-05-29\|104.22\|-6.06\|111.29\|111.50\|102.50\|66153;2026-06-01\|107.06\|2.73\|106.08\|113.15\|104.20\|64859;2026-06-02\|107.00\|-0.06\|106.70\|108.58\|103.30\|46464;2026-06-03\|105.14\|-1.74\|106.97\|107.79\|104.06\|34477;2026-06-04\|103.15\|-1.89\|103.66\|106.19\|101.89\|36248;2026-06-05\|97.69\|-5.29\|103.13\|103.85\|97.50\|56776;2026-06-08\|91.36\|-6.48\|94.00\|97.03\|90.68\|60769;2026-06-09\|95.11\|4.10\|93.13\|95.74\|89.35\|52623;2026-06-10\|90.39\|-4.96\|93.81\|93.81\|88.26\|58695;2026-06-11\|90.72\|0.37\|90.78\|92.50\|88.80\|43879;2026-06-12\|88.41\|-2.55\|91.90\|94.51\|88.41\|57351;2026-06-15\|90.60\|2.48\|89.09\|91.95\|89.09\|61817;2026-06-16\|92.90\|2.54\|90.49\|95.48\|90.16\|47067;2026-06-17\|91.04\|-2.00\|92.92\|94.51\|90.16\|33449;2026-06-18\|89.19\|-2.03\|91.05\|91.80\|88.53\|45270;2026-06-22\|92.14\|3.31\|89.32\|93.28\|86.98\|65268;2026-06-23\|86.80\|-5.80\|91.67\|91.72\|86.30\|42195;2026-06-24\|85.60\|-1.38\|88.00\|88.00\|84.54\|40082;2026-06-25\|83.77\|-2.14\|84.11\|85.84\|83.06\|44556;2026-06-26\|80.70\|-3.66\|83.76\|85.23\|80.67\|41794;2026-06-29\|84.11\|4.23\|81.52\|84.98\|80.08\|55928;2026-06-30\|82.57\|-1.83\|83.50\|84.36\|81.17\|56694;2026-07-01\|77.42\|-6.24\|83.18\|83.53\|75.60\|65079;2026-07-02\|74.25\|-4.09\|76.19\|77.50\|73.69\|52841;2026-07-03\|73.93\|-0.43\|74.99\|75.49\|73.43\|43621;2026-07-06\|73.33\|-0.81\|74.40\|76.61\|73.09\|52339;2026-07-07\|70.83\|-3.41\|73.70\|73.70\|70.12\|43177;2026-07-08\|67.02\|-5.38\|71.44\|71.61\|66.87\|60372;2026-07-09\|67.38\|0.54\|67.46\|67.53\|64.73\|48325;2026-07-10\|66.70\|-1.01\|68.35\|68.98\|66.70\|37449;2026-07-13\|63.80\|-4.35\|66.94\|66.94\|63.33\|38510;2026-07-14\|63.96\|0.25\|64.89\|65.53\|62.33\|48035;2026-07-15\|62.51\|-2.27\|65.10\|65.47\|62.14\|59790;2026-07-16\|61.20\|-2.10\|62.53\|62.61\|60.69\|46116;2026-07-17\|57.75\|-5.64\|60.70\|61.56\|57.01\|56482
103019		涨停揭秘：固德威4月29日涨停，核心驱动为一季度净利润同比大增462.04%、光储融合趋势下组串式储能逆变器供不应求、国内大储招标份额持续提升。；涨停缘由：Q1储能逆变器出货量同比翻倍，中标国家电投、华能等大储项目超1.2GW；自研SiC模块降本增效，毛利率提升至32.5%；国产替代加速替代海外同类产品。；资金逻辑：主力资金净流入2.1亿元，机构调研频次周环比+40%，反映产业资本高度关注其光储协同战略落地。；风险提示：大储项目执行周期较长，业绩确认节奏存在波动；SiC技术迭代快，研发投入持续承压。	公司为优质组串式逆变器企业，主要包括光伏储能逆变器，一季度净利润同比增长462.04%	2026-03-10\|97.19\|-3.77\|96.96\|99.25\|94.79\|110148;2026-03-11\|102.20\|5.15\|97.00\|106.81\|96.00\|176542;2026-03-12\|101.00\|-1.17\|103.90\|103.90\|99.08\|126715;2026-03-13\|99.08\|-1.90\|100.50\|105.00\|98.22\|140501;2026-03-16\|96.49\|-2.61\|99.34\|101.23\|95.30\|102920;2026-03-17\|93.46\|-3.14\|97.45\|100.05\|93.00\|90325;2026-03-18\|92.97\|-0.52\|94.37\|94.38\|91.38\|66579;2026-03-19\|97.10\|4.44\|93.22\|98.50\|93.00\|131025;2026-03-20\|102.03\|5.08\|96.78\|108.55\|96.51\|228016;2026-03-23\|97.69\|-4.25\|100.88\|104.57\|97.01\|153874;2026-03-24\|96.68\|-1.03\|99.00\|99.99\|92.91\|104455;2026-03-25\|98.86\|2.25\|96.68\|100.98\|93.70\|129457;2026-03-26\|97.30\|-1.58\|98.81\|100.50\|94.51\|97212;2026-03-27\|99.45\|2.21\|97.78\|103.25\|96.52\|133594;2026-03-30\|94.25\|-5.23\|98.30\|100.00\|89.04\|156116;2026-03-31\|94.55\|0.32\|93.34\|100.00\|90.93\|143617;2026-04-01\|91.48\|-3.25\|93.47\|95.00\|91.00\|128059;2026-04-02\|86.00\|-5.99\|89.98\|91.86\|85.12\|119993;2026-04-03\|82.13\|-4.50\|85.99\|85.99\|81.92\|90341;2026-04-07\|83.21\|1.31\|82.13\|85.60\|80.60\|67862;2026-04-08\|82.04\|-1.41\|84.30\|84.56\|81.31\|116608;2026-04-09\|82.22\|0.22\|80.87\|83.11\|80.00\|90184;2026-04-10\|85.96\|4.55\|84.00\|90.00\|84.00\|135781;2026-04-13\|89.86\|4.54\|86.55\|92.46\|84.55\|122845;2026-04-14\|89.98\|0.13\|90.16\|90.30\|87.09\|92687;2026-04-15\|86.55\|-3.81\|90.00\|90.57\|86.14\|87079;2026-04-16\|86.91\|0.42\|87.34\|88.42\|85.60\|73995;2026-04-17\|87.34\|0.49\|86.47\|87.66\|86.40\|49797;2026-04-20\|89.27\|2.21\|86.66\|91.49\|85.69\|108683;2026-04-21\|88.44\|-0.93\|88.88\|89.54\|86.93\|62154;2026-04-22\|92.33\|4.40\|87.80\|94.36\|87.78\|121947;2026-04-23\|91.78\|-0.60\|94.53\|94.57\|89.80\|118873;2026-04-24\|89.54\|-2.44\|91.50\|91.50\|88.04\|89735;2026-04-27\|85.49\|-4.52\|86.96\|87.73\|81.89\|114174;2026-04-28\|88.30\|3.29\|85.71\|89.89\|85.00\|116522;2026-04-29\|101.63\|15.10\|89.00\|103.00\|87.59\|240225;2026-04-30\|108.20\|6.46\|100.51\|109.99\|100.10\|183658;2026-05-06\|109.87\|1.54\|105.05\|110.35\|104.53\|162656;2026-05-07\|110.44\|0.52\|109.00\|112.10\|108.00\|104458;2026-05-08\|107.14\|-2.99\|109.99\|111.27\|106.66\|103158;2026-05-11\|114.38\|6.76\|106.89\|117.08\|106.00\|138053;2026-05-12\|117.70\|2.90\|114.19\|122.41\|113.50\|115086;2026-05-13\|120.53\|2.40\|117.00\|120.99\|115.83\|75076;2026-05-14\|116.80\|-3.09\|120.00\|120.83\|116.50\|67979;2026-05-15\|115.70\|-0.94\|116.30\|119.76\|111.11\|94818;2026-05-18\|125.10\|8.12\|113.90\|129.43\|113.51\|97375;2026-05-19\|129.21\|3.29\|125.07\|130.13\|122.95\|86282;2026-05-20\|143.50\|11.06\|128.51\|145.98\|128.00\|128765;2026-05-21\|136.72\|-4.72\|141.68\|144.80\|135.60\|88453;2026-05-22\|141.72\|3.66\|138.50\|148.98\|136.01\|107056;2026-05-25\|142.59\|0.61\|138.76\|143.25\|133.21\|81617;2026-05-26\|138.53\|-2.85\|141.51\|146.00\|137.00\|72868;2026-05-27\|148.60\|7.27\|140.08\|159.97\|139.38\|109473;2026-05-28\|149.17\|0.38\|149.50\|150.97\|144.25\|75985;2026-05-29\|140.40\|-5.88\|147.37\|147.68\|139.50\|84006;2026-06-01\|144.47\|2.90\|143.21\|152.96\|143.20\|95368;2026-06-02\|139.84\|-3.20\|146.98\|149.58\|136.00\|82117;2026-06-03\|137.52\|-1.66\|141.00\|144.84\|136.84\|85504;2026-06-04\|134.33\|-2.32\|136.15\|138.80\|131.45\|79003;2026-06-05\|116.83\|-13.03\|133.08\|135.00\|115.01\|209381;2026-06-08\|114.15\|-2.29\|115.05\|118.08\|111.70\|115524;2026-06-09\|117.60\|3.02\|117.00\|119.00\|114.18\|75638;2026-06-10\|114.01\|-3.05\|118.99\|119.00\|111.88\|75350;2026-06-11\|113.47\|-0.47\|115.03\|115.03\|110.33\|65493;2026-06-12\|110.46\|-2.65\|115.99\|116.80\|110.46\|80167;2026-06-15\|111.32\|0.78\|111.86\|112.49\|109.00\|78659;2026-06-16\|116.33\|4.50\|112.79\|119.60\|109.40\|116982;2026-06-17\|115.55\|-0.67\|115.27\|118.45\|113.77\|78454;2026-06-18\|114.51\|-0.90\|114.80\|117.66\|113.18\|77806;2026-06-22\|120.32\|5.07\|116.00\|120.84\|113.18\|152687;2026-06-23\|114.46\|-4.87\|119.56\|119.56\|113.76\|114265;2026-06-24\|113.19\|-1.11\|114.89\|115.89\|111.50\|85834;2026-06-25\|110.80\|-2.11\|112.00\|114.00\|107.77\|102439;2026-06-26\|105.98\|-4.35\|112.00\|113.00\|105.00\|95929;2026-06-29\|109.95\|3.75\|105.91\|111.30\|105.91\|100095;2026-06-30\|108.51\|-1.31\|109.00\|110.66\|106.02\|78680;2026-07-01\|100.55\|-7.34\|107.08\|108.00\|99.14\|141560;2026-07-02\|90.83\|-9.67\|99.09\|101.10\|90.66\|151576;2026-07-03\|90.85\|0.02\|92.01\|94.27\|90.50\|106638;2026-07-06\|88.58\|-2.50\|91.32\|93.50\|88.23\|96725;2026-07-07\|85.20\|-3.82\|89.00\|89.63\|84.16\|89174;2026-07-08\|80.57\|-5.43\|85.94\|86.04\|80.30\|79827;2026-07-09\|80.58\|0.01\|81.38\|81.65\|76.88\|74035;2026-07-10\|73.50\|-8.79\|80.60\|80.67\|73.20\|99640;2026-07-13\|68.09\|-7.36\|72.84\|74.30\|67.95\|80560;2026-07-14\|71.71\|5.32\|69.30\|72.81\|69.14\|75232;2026-07-15\|72.31\|0.84\|72.71\|75.97\|71.63\|64337;2026-07-16\|68.45\|-5.34\|72.92\|72.92\|68.33\|49998;2026-07-17\|64.25\|-6.14\|67.91\|68.89\|63.61\|47989
103018		光伏+光储充+虚拟电厂行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2025年12月23日公告，公司拟将68,684.38万元募集资金投向“光储充一体站建设运维项目”，依托“电能侠”平台及全产业链能力，在全国范围内开展光储充一体站建设及运维服务。 2、据2025年半年度报告，公司EPCOS一站式电能服务覆盖设计、设备、施工、运维、优化全生命周期，累计完成微电网项目超30个，服务比亚迪、理想汽车等典型客户。 3、据2025年4月28日年度报告，公司自主研发的虚拟电厂平台聚合45.45万千瓦可调节资源，已取得江苏省虚拟电厂运营资质牌照。	江苏地区领先的一站式(EPCO)供用电品牌服务商，承接了省内外多地配网工程自动化设计项目和储能电站、充电塔、光伏发电等电力工程咨询设计项目	2026-03-10\|27.01\|4.57\|25.50\|27.60\|25.01\|200057;2026-03-11\|27.71\|2.59\|26.63\|28.08\|26.00\|202124;2026-03-12\|27.73\|0.07\|27.50\|28.66\|27.20\|171999;2026-03-13\|26.80\|-3.35\|27.73\|27.76\|26.60\|124500;2026-03-16\|26.45\|-1.31\|26.86\|27.00\|25.88\|83331;2026-03-17\|25.70\|-2.84\|26.51\|26.95\|25.68\|64160;2026-03-18\|26.44\|2.88\|25.92\|26.83\|25.76\|62507;2026-03-19\|25.96\|-1.82\|26.15\|26.68\|25.74\|56901;2026-03-20\|25.09\|-3.35\|26.14\|27.04\|25.05\|81966;2026-03-23\|23.46\|-6.50\|24.61\|25.18\|23.14\|84277;2026-03-24\|24.94\|6.31\|23.72\|25.02\|22.88\|93338;2026-03-25\|24.64\|-1.20\|24.97\|25.41\|24.40\|81299;2026-03-26\|23.69\|-3.86\|24.54\|24.60\|23.50\|52747;2026-03-27\|23.78\|0.38\|23.55\|23.95\|23.05\|44827;2026-03-30\|23.31\|-1.98\|23.55\|24.03\|22.63\|56159;2026-03-31\|22.32\|-4.25\|23.26\|23.34\|22.23\|53111;2026-04-01\|22.43\|0.49\|22.77\|22.92\|22.23\|35523;2026-04-02\|21.79\|-2.85\|22.41\|23.49\|21.72\|76920;2026-04-03\|20.89\|-4.13\|21.96\|22.09\|20.68\|49087;2026-04-07\|21.06\|0.81\|20.94\|21.40\|20.79\|30600;2026-04-08\|22.17\|5.27\|21.50\|22.43\|21.40\|66683;2026-04-09\|21.65\|-2.35\|22.10\|22.16\|21.40\|35382;2026-04-10\|22.25\|2.77\|21.83\|22.90\|21.83\|66297;2026-04-13\|22.22\|-0.13\|22.10\|22.60\|21.98\|36408;2026-04-14\|22.74\|2.34\|22.26\|22.79\|22.22\|38778;2026-04-15\|22.27\|-2.07\|22.74\|22.92\|22.18\|37750;2026-04-16\|22.68\|1.84\|22.28\|22.85\|22.05\|45786;2026-04-17\|22.54\|-0.62\|22.70\|22.78\|22.21\|31729;2026-04-20\|21.74\|-3.55\|22.57\|22.61\|21.70\|64099;2026-04-21\|21.47\|-1.24\|21.79\|21.79\|21.24\|40090;2026-04-22\|21.84\|1.72\|21.32\|21.87\|20.90\|51982;2026-04-23\|22.03\|0.87\|21.68\|22.58\|21.53\|47947;2026-04-24\|21.15\|-3.99\|21.95\|22.00\|20.96\|35509;2026-04-27\|20.65\|-2.36\|20.98\|21.10\|20.20\|47349;2026-04-28\|19.81\|-4.07\|20.48\|20.56\|19.50\|68495;2026-04-29\|23.77\|19.99\|19.62\|23.77\|19.54\|213403;2026-04-30\|23.15\|-2.61\|23.38\|24.21\|23.05\|164756;2026-05-06\|23.07\|-0.35\|23.38\|23.39\|22.74\|97716;2026-05-07\|23.11\|0.17\|23.72\|23.80\|22.80\|85467;2026-05-08\|23.06\|-0.22\|22.79\|23.38\|22.64\|74873;2026-05-11\|23.42\|1.56\|23.28\|23.97\|23.13\|109466;2026-05-12\|23.50\|0.34\|23.45\|24.00\|22.86\|114943;2026-05-13\|24.22\|3.06\|23.73\|24.85\|23.52\|184001;2026-05-14\|23.00\|-5.04\|23.88\|24.68\|22.90\|130462;2026-05-15\|22.40\|-2.61\|22.86\|23.12\|22.05\|90769;2026-05-18\|22.58\|0.80\|22.10\|22.74\|22.06\|51292;2026-05-19\|23.19\|2.70\|22.50\|23.28\|22.25\|63541;2026-05-20\|22.62\|-2.46\|22.96\|23.00\|21.86\|63122;2026-05-21\|20.99\|-7.21\|22.58\|22.73\|20.88\|77610;2026-05-22\|21.57\|2.76\|21.08\|21.74\|20.84\|47183;2026-05-25\|21.80\|1.07\|21.60\|22.50\|21.51\|45920;2026-05-26\|21.89\|0.41\|21.70\|22.30\|21.36\|60830;2026-05-27\|22.98\|4.98\|22.17\|23.68\|22.17\|130743;2026-05-28\|23.05\|0.30\|22.91\|23.39\|22.71\|84195;2026-05-29\|21.64\|-6.12\|22.85\|23.19\|21.56\|93471;2026-06-01\|22.27\|2.91\|21.64\|22.90\|21.20\|66303;2026-06-02\|20.90\|-6.15\|22.00\|22.23\|20.90\|66581;2026-06-03\|20.90\|0.00\|20.77\|20.90\|19.94\|72165;2026-06-04\|21.14\|1.15\|20.73\|21.46\|20.63\|49509;2026-06-05\|20.58\|-2.65\|21.09\|21.43\|20.38\|63068;2026-06-08\|20.36\|-1.07\|19.99\|21.09\|19.68\|48427;2026-06-09\|19.32\|-5.11\|20.50\|20.59\|19.15\|54568;2026-06-10\|18.54\|-4.04\|19.15\|20.08\|18.22\|51908;2026-06-11\|17.79\|-4.05\|18.37\|18.52\|17.40\|50304;2026-06-12\|17.60\|-1.07\|18.13\|18.19\|17.33\|42978;2026-06-15\|17.99\|2.22\|17.60\|18.39\|17.60\|41428;2026-06-16\|18.09\|0.56\|18.01\|18.39\|17.68\|37693;2026-06-17\|17.24\|-4.70\|17.96\|18.12\|17.21\|40897;2026-06-18\|16.88\|-2.09\|17.08\|17.25\|16.72\|32211;2026-06-22\|17.01\|0.77\|16.79\|17.09\|16.28\|42866;2026-06-23\|16.55\|-2.70\|16.78\|17.19\|16.47\|33576;2026-06-24\|15.86\|-4.17\|16.69\|16.69\|15.72\|48952;2026-06-25\|15.75\|-0.69\|16.58\|16.58\|15.41\|55097;2026-06-26\|15.43\|-2.03\|15.90\|16.65\|15.40\|62635;2026-06-29\|15.22\|-1.36\|15.25\|15.56\|14.98\|46229;2026-06-30\|15.11\|-0.72\|15.13\|15.41\|14.89\|36996;2026-07-01\|15.79\|4.50\|15.10\|16.24\|14.88\|61323;2026-07-02\|15.77\|-0.13\|15.88\|16.12\|15.56\|45659;2026-07-03\|16.47\|4.44\|16.20\|16.84\|15.67\|62752;2026-07-06\|15.99\|-2.91\|16.40\|16.78\|15.80\|35980;2026-07-07\|15.39\|-3.75\|15.99\|16.05\|15.34\|31070;2026-07-08\|15.30\|-0.58\|15.34\|15.59\|14.98\|28880;2026-07-09\|15.55\|1.63\|15.31\|15.55\|14.95\|24942;2026-07-10\|15.56\|0.06\|15.50\|15.92\|15.26\|25733;2026-07-13\|14.68\|-5.66\|15.60\|15.65\|14.60\|30024;2026-07-14\|14.71\|0.20\|14.68\|14.75\|14.24\|22539;2026-07-15\|14.78\|0.48\|14.72\|14.97\|14.61\|22719;2026-07-16\|14.98\|1.35\|14.78\|15.51\|14.50\|31188;2026-07-17\|14.35\|-4.21\|15.10\|15.34\|14.22\|39015
103017	国家电网印发《2026年具身智能发展规划》	涨停揭秘：格力博4月29日涨停，直接受益于国家电网《2026年具身智能发展规划》正式印发，公司智能割草机器人进入量产交付阶段，打开B端服务机器人增量空间。；涨停缘由：国家电网规划明确将园林作业机器人纳入电力巡检与基建辅助场景；公司GARDENA品牌割草机器人已获欧洲CE认证并启动批量交付；同步拓展物业、市政等ToB客户。；资金逻辑：游资快速抢筹，单日换手率达18.3%，小市值+高弹性特征吸引短线资金博弈政策催化。；风险提示：割草机器人海外渠道铺货进度不及预期；B端客户招标周期长，订单转化存在滞后性。	全球新能源园林机械行业的领先企业之一；智能割草机器人是公司重点研发产品，公司自主研发的智能割草机器人具有智能割草、自动充电、APP实时监控、内置智能传感器、低噪音、防水防尘等特点	2026-03-10\|16.64\|3.03\|16.25\|16.65\|16.24\|29818;2026-03-11\|16.37\|-1.62\|16.64\|16.67\|16.34\|19557;2026-03-12\|16.07\|-1.83\|16.48\|16.51\|16.06\|21511;2026-03-13\|16.11\|0.25\|16.03\|16.50\|15.95\|24364;2026-03-16\|16.11\|0.00\|16.11\|16.17\|15.93\|16202;2026-03-17\|15.84\|-1.68\|16.14\|16.35\|15.83\|18272;2026-03-18\|15.91\|0.44\|15.84\|16.09\|15.75\|19130;2026-03-19\|15.42\|-3.08\|15.76\|15.90\|15.35\|25040;2026-03-20\|15.19\|-1.49\|15.50\|15.79\|15.17\|44728;2026-03-23\|14.31\|-5.79\|15.17\|15.32\|14.21\|45484;2026-03-24\|14.86\|3.84\|14.59\|14.86\|14.38\|35418;2026-03-25\|15.00\|0.94\|14.98\|15.07\|14.84\|20882;2026-03-26\|14.95\|-0.33\|15.17\|15.30\|14.88\|31030;2026-03-27\|15.22\|1.81\|14.75\|15.27\|14.70\|17708;2026-03-30\|15.14\|-0.53\|15.11\|15.24\|14.93\|18252;2026-03-31\|14.91\|-1.52\|15.17\|15.33\|14.91\|17434;2026-04-01\|15.17\|1.74\|15.18\|15.29\|14.94\|15829;2026-04-02\|14.91\|-1.71\|15.17\|15.18\|14.81\|16909;2026-04-03\|14.51\|-2.68\|14.91\|14.98\|14.50\|17797;2026-04-07\|14.72\|1.45\|14.53\|14.77\|14.42\|11459;2026-04-08\|15.34\|4.21\|14.92\|15.36\|14.92\|19683;2026-04-09\|15.31\|-0.20\|15.24\|15.47\|15.18\|22353;2026-04-10\|15.32\|0.07\|15.43\|15.51\|15.30\|15586;2026-04-13\|15.50\|1.17\|15.32\|15.59\|15.18\|21507;2026-04-14\|15.67\|1.10\|15.59\|15.85\|15.50\|17444;2026-04-15\|15.56\|-0.70\|15.74\|15.74\|15.48\|14545;2026-04-16\|15.77\|1.35\|15.59\|15.79\|15.45\|21388;2026-04-17\|15.69\|-0.51\|15.78\|15.78\|15.59\|16520;2026-04-20\|15.64\|-0.32\|15.71\|15.77\|15.59\|14491;2026-04-21\|15.54\|-0.64\|15.60\|15.73\|15.45\|16822;2026-04-22\|15.53\|-0.06\|15.59\|15.61\|15.41\|15543;2026-04-23\|15.27\|-1.67\|15.57\|15.57\|15.24\|18517;2026-04-24\|15.26\|-0.07\|15.26\|15.39\|15.00\|20484;2026-04-27\|15.62\|2.36\|15.26\|15.63\|15.03\|22564;2026-04-28\|15.04\|-3.71\|15.61\|15.63\|14.93\|26627;2026-04-29\|16.71\|11.10\|15.30\|17.08\|15.30\|139716;2026-04-30\|17.13\|2.51\|16.66\|17.37\|16.55\|115608;2026-05-06\|17.08\|-0.29\|17.10\|17.27\|16.83\|87136;2026-05-07\|16.99\|-0.53\|17.03\|17.17\|16.94\|52335;2026-05-08\|17.69\|4.12\|17.08\|17.95\|17.05\|115622;2026-05-11\|17.60\|-0.51\|17.47\|17.71\|17.33\|73152;2026-05-12\|17.17\|-2.44\|17.58\|17.60\|17.10\|54677;2026-05-13\|17.22\|0.29\|17.17\|17.37\|16.95\|40974;2026-05-14\|16.93\|-1.68\|17.23\|17.31\|16.90\|42327;2026-05-15\|17.24\|1.83\|16.90\|17.47\|16.89\|47526;2026-05-18\|17.05\|-1.10\|17.13\|17.14\|16.89\|36396;2026-05-19\|17.05\|0.00\|16.94\|17.21\|16.83\|29808;2026-05-20\|17.74\|4.05\|17.05\|17.95\|16.96\|126877;2026-05-21\|17.60\|-0.79\|17.93\|18.84\|17.60\|140731;2026-05-22\|17.32\|-1.59\|17.71\|17.78\|16.66\|94994;2026-05-25\|17.20\|-0.69\|17.24\|17.70\|17.05\|59042;2026-05-26\|16.90\|-1.74\|17.10\|17.59\|16.61\|67096;2026-05-27\|16.40\|-2.96\|16.89\|16.90\|16.29\|58838;2026-05-28\|16.41\|0.06\|16.34\|16.54\|15.88\|47841;2026-05-29\|15.57\|-5.12\|16.39\|16.49\|15.51\|42448;2026-06-01\|15.62\|0.32\|15.50\|15.92\|15.41\|31928;2026-06-02\|15.30\|-2.05\|15.62\|15.79\|15.23\|36035;2026-06-03\|15.01\|-1.90\|15.26\|15.46\|14.88\|35766;2026-06-04\|15.24\|1.53\|14.82\|15.63\|14.82\|51378;2026-06-05\|16.11\|5.71\|15.23\|16.54\|14.90\|71780;2026-06-08\|15.94\|-1.06\|15.75\|16.34\|15.57\|49203;2026-06-09\|16.07\|0.82\|15.98\|16.25\|15.75\|39676;2026-06-10\|15.52\|-3.42\|15.98\|16.00\|15.15\|42302;2026-06-11\|15.19\|-2.13\|15.35\|15.49\|14.95\|28238;2026-06-12\|15.18\|-0.07\|15.35\|15.56\|15.07\|33838;2026-06-15\|15.50\|2.11\|15.25\|15.68\|15.20\|32375;2026-06-16\|15.71\|1.35\|15.50\|15.88\|15.07\|39547;2026-06-17\|15.33\|-2.42\|15.76\|15.76\|15.21\|28627;2026-06-18\|15.41\|0.52\|15.34\|15.82\|15.04\|32626;2026-06-22\|14.85\|-3.63\|15.69\|15.69\|14.46\|59074;2026-06-23\|14.99\|0.94\|14.78\|15.27\|14.67\|36424;2026-06-24\|14.40\|-3.94\|14.92\|14.94\|14.20\|36362;2026-06-25\|13.84\|-3.89\|14.40\|14.49\|13.78\|36921;2026-06-26\|13.38\|-3.32\|13.75\|13.86\|13.36\|30400;2026-06-29\|13.28\|-0.75\|13.33\|13.52\|12.90\|31739;2026-06-30\|13.51\|1.73\|13.29\|13.55\|13.09\|29661;2026-07-01\|13.81\|2.22\|13.50\|13.92\|13.45\|31220;2026-07-02\|14.60\|5.72\|13.81\|15.35\|13.66\|74094;2026-07-03\|15.46\|5.89\|14.58\|15.76\|14.43\|73824;2026-07-06\|14.78\|-4.40\|15.50\|15.65\|14.77\|47656;2026-07-07\|14.35\|-2.91\|14.71\|14.92\|14.29\|31846;2026-07-08\|13.80\|-3.83\|14.40\|14.65\|13.78\|25602;2026-07-09\|13.70\|-0.72\|13.65\|13.99\|13.34\|26296;2026-07-10\|13.68\|-0.15\|13.63\|13.96\|13.50\|29492;2026-07-13\|12.74\|-6.87\|13.42\|13.50\|12.69\|41793;2026-07-14\|12.96\|1.73\|12.68\|12.98\|12.56\|24579;2026-07-15\|13.14\|1.39\|12.90\|13.21\|12.79\|19834;2026-07-16\|13.32\|1.37\|13.01\|13.41\|12.97\|20268;2026-07-17\|12.62\|-5.26\|13.08\|13.14\|12.48\|41568
103016	国家电网印发《2026年具身智能发展规划》	涨停揭秘：西菱动力4月29日涨停，因谐波减速器产线完成调试并实现小批量供货，叠加国家电网具身智能规划推动机器人核心部件国产替代进程加快。；涨停缘由：谐波减速器已通过国内头部协作机器人厂商验证，Q2起进入稳定供货阶段；电动空调压缩机、EPS电机年内量产在即，切入人形机器人执行器供应链。；资金逻辑：主力资金净流入8600万元，机构席位买入占比达34%，反映对机器人零部件卡位价值的认可。；风险提示：谐波减速器良率尚未达行业标杆水平；人形机器人量产进度存在不确定性，订单落地节奏偏慢。	公司谐波减速器产线调试完成，机器人零部件研发进展顺利，并计划年内推动电动空调压缩机、EPS电机等新产品量产	2026-03-10\|17.51\|2.34\|17.19\|17.53\|17.12\|28266;2026-03-11\|17.43\|-0.46\|17.50\|17.65\|17.36\|23417;2026-03-12\|16.98\|-2.58\|17.48\|17.49\|16.97\|31681;2026-03-13\|16.90\|-0.47\|17.03\|17.19\|16.80\|25026;2026-03-16\|16.89\|-0.06\|16.98\|16.98\|16.68\|19687;2026-03-17\|16.64\|-1.48\|17.00\|17.15\|16.62\|26347;2026-03-18\|17.03\|2.34\|16.65\|17.08\|16.48\|23621;2026-03-19\|17.13\|0.59\|16.91\|17.47\|16.82\|43476;2026-03-20\|17.32\|1.11\|17.16\|17.49\|16.98\|43560;2026-03-23\|17.46\|0.81\|17.16\|17.72\|16.78\|77549;2026-03-24\|17.70\|1.37\|17.66\|17.86\|17.26\|61940;2026-03-25\|17.99\|1.64\|17.50\|18.10\|17.50\|58248;2026-03-26\|18.72\|4.06\|18.02\|19.05\|18.02\|134086;2026-03-27\|18.67\|-0.27\|18.23\|18.77\|18.05\|81929;2026-03-30\|18.42\|-1.34\|18.12\|18.80\|18.11\|62961;2026-03-31\|19.20\|4.23\|18.44\|19.22\|18.32\|135219;2026-04-01\|18.90\|-1.56\|19.20\|19.28\|18.59\|101312;2026-04-02\|18.04\|-4.55\|18.80\|18.80\|18.00\|86206;2026-04-03\|17.51\|-2.94\|18.33\|18.40\|17.25\|67797;2026-04-07\|17.38\|-0.74\|17.49\|17.86\|17.30\|38332;2026-04-08\|17.93\|3.16\|17.70\|18.00\|17.62\|48064;2026-04-09\|17.58\|-1.95\|17.75\|17.93\|17.43\|41506;2026-04-10\|17.75\|0.97\|17.73\|18.08\|17.52\|45484;2026-04-13\|17.74\|-0.06\|17.60\|17.79\|17.40\|34222;2026-04-14\|18.60\|4.85\|17.81\|18.74\|17.46\|105764;2026-04-15\|18.04\|-3.01\|18.50\|18.51\|18.01\|70800;2026-04-16\|18.20\|0.89\|18.04\|18.20\|17.93\|50437;2026-04-17\|18.05\|-0.82\|18.18\|18.32\|18.01\|41697;2026-04-20\|18.41\|1.99\|17.83\|18.42\|17.80\|59605;2026-04-21\|18.14\|-1.47\|18.38\|18.38\|17.93\|46314;2026-04-22\|17.99\|-0.83\|18.00\|18.11\|17.87\|35358;2026-04-23\|17.63\|-2.00\|17.38\|18.13\|17.19\|65744;2026-04-24\|17.08\|-3.12\|17.58\|17.60\|16.96\|51243;2026-04-27\|17.34\|1.52\|17.00\|17.43\|16.81\|34107;2026-04-28\|17.65\|1.79\|17.30\|17.74\|16.62\|63755;2026-04-29\|20.10\|13.88\|17.63\|20.12\|17.40\|296913;2026-04-30\|20.00\|-0.50\|21.67\|21.67\|19.81\|274603;2026-05-06\|20.11\|0.55\|20.34\|20.78\|19.86\|156952;2026-05-07\|19.76\|-1.74\|20.15\|20.28\|19.63\|114144;2026-05-08\|19.92\|0.81\|19.65\|20.40\|19.15\|126011;2026-05-11\|20.04\|0.60\|20.09\|20.21\|19.60\|84032;2026-05-12\|19.96\|-0.40\|20.10\|20.74\|19.77\|129474;2026-05-13\|20.00\|0.20\|20.00\|20.43\|19.80\|85073;2026-05-14\|19.62\|-1.90\|19.96\|20.45\|19.51\|91765;2026-05-15\|20.42\|4.08\|19.51\|20.91\|19.51\|160350;2026-05-18\|20.53\|0.54\|20.39\|20.68\|19.97\|113475;2026-05-19\|20.35\|-0.88\|20.52\|20.52\|19.72\|96982;2026-05-20\|20.37\|0.10\|20.36\|20.61\|20.05\|96287;2026-05-21\|19.73\|-3.14\|20.41\|21.39\|19.64\|111132;2026-05-22\|19.85\|0.61\|19.73\|20.21\|19.52\|79642;2026-05-25\|17.40\|-12.34\|19.66\|19.86\|16.90\|230427;2026-05-26\|17.00\|-2.30\|17.11\|17.64\|16.75\|141093;2026-05-27\|16.85\|-0.88\|16.86\|17.18\|16.20\|101199;2026-05-28\|17.65\|4.75\|16.74\|17.98\|16.51\|102204;2026-05-29\|17.15\|-2.83\|17.60\|17.90\|17.00\|62202;2026-06-01\|16.97\|-1.05\|17.17\|17.38\|16.75\|64957;2026-06-02\|16.98\|0.06\|16.93\|17.49\|16.65\|63949;2026-06-03\|12.66\|-3.29\|13.14\|13.18\|12.55\|63799;2026-06-04\|12.21\|-3.55\|12.63\|12.63\|11.96\|78064;2026-06-05\|12.67\|3.77\|12.21\|13.05\|11.96\|89121;2026-06-08\|13.35\|5.37\|12.36\|13.82\|12.33\|158812;2026-06-09\|13.84\|3.67\|13.35\|13.92\|13.14\|99212;2026-06-10\|13.39\|-3.25\|13.72\|13.97\|13.24\|60352;2026-06-11\|14.22\|6.20\|13.26\|14.47\|13.26\|129257;2026-06-12\|14.23\|0.07\|14.45\|14.86\|14.09\|104667;2026-06-15\|14.46\|1.62\|14.23\|14.80\|14.10\|81658;2026-06-16\|14.80\|2.35\|14.60\|14.95\|14.03\|127882;2026-06-17\|14.92\|0.81\|14.80\|15.26\|14.61\|109065;2026-06-18\|14.83\|-0.60\|14.92\|15.50\|14.38\|151466;2026-06-22\|12.64\|-14.77\|14.69\|14.80\|12.39\|237586;2026-06-23\|12.95\|2.45\|12.88\|13.33\|12.73\|135423;2026-06-24\|13.17\|1.70\|12.95\|13.49\|12.31\|128740;2026-06-25\|12.76\|-3.11\|13.17\|13.38\|12.62\|73248;2026-06-26\|12.51\|-1.96\|12.77\|12.92\|12.40\|73414;2026-06-29\|11.99\|-4.16\|12.60\|12.60\|11.54\|83049;2026-06-30\|11.95\|-0.33\|11.89\|12.25\|11.73\|56779;2026-07-01\|12.04\|0.75\|11.83\|12.32\|11.65\|80505;2026-07-02\|12.26\|1.83\|11.81\|12.76\|11.81\|75318;2026-07-03\|12.38\|0.98\|12.26\|12.62\|12.11\|64509;2026-07-06\|12.85\|3.80\|12.43\|13.13\|12.38\|110425;2026-07-07\|12.07\|-6.07\|12.92\|12.92\|12.01\|90275;2026-07-08\|11.94\|-1.08\|12.00\|12.30\|11.76\|53669;2026-07-09\|11.68\|-2.18\|11.97\|12.07\|11.44\|55726;2026-07-10\|11.79\|0.94\|11.68\|12.25\|11.57\|59481;2026-07-13\|11.05\|-6.28\|11.87\|11.88\|10.98\|54731;2026-07-14\|11.19\|1.27\|11.06\|11.31\|10.71\|45508;2026-07-15\|11.79\|5.36\|11.08\|11.85\|10.98\|90689;2026-07-16\|12.05\|2.21\|11.75\|12.49\|11.61\|100390;2026-07-17\|11.69\|-2.99\|12.10\|12.15\|11.32\|66032
103015	国家电网印发《2026年具身智能发展规划》	涨停揭秘：华锐精密4月29日涨停，受益于一季度净利润同比激增499.47%、硬质合金数控刀片在机器人结构件加工领域渗透率快速提升、具身智能政策带动高端制造装备需求。；涨停缘由：公司刀具已批量应用于人形机器人关节壳体、减速器零部件等高精度加工场景；国产替代率从2024年不足15%升至2026年Q1超35%；航空航天及新能源车订单饱满。；资金逻辑：融资余额单周增长21%，北向持仓连续两季度加仓，显示产业与金融资本双重认可。；风险提示：高端刀具进口替代仍面临日韩企业技术壁垒；下游机器人厂商资本开支节奏存在波动。	公司是国内先进的硬质合金切削刀具制造商，掌握了硬质合金数控刀片基体材料、槽型结构、精密成型和表面涂层四大领域的核心技术；一季度净利润同比增长499.47%	2026-03-10\|139.08\|8.21\|130.00\|140.00\|128.49\|38866;2026-03-11\|130.20\|-6.38\|140.52\|140.52\|130.03\|35482;2026-03-12\|124.17\|-4.63\|130.00\|131.00\|122.00\|36452;2026-03-13\|117.11\|-5.69\|121.80\|123.98\|114.62\|46365;2026-03-16\|114.29\|-2.41\|117.71\|118.46\|112.00\|33965;2026-03-17\|110.11\|-3.66\|114.88\|115.70\|109.24\|30245;2026-03-18\|115.90\|5.26\|110.11\|116.30\|110.11\|25916;2026-03-19\|112.23\|-3.17\|114.48\|115.31\|111.60\|20002;2026-03-20\|109.91\|-2.07\|112.33\|114.88\|109.63\|16966;2026-03-23\|104.25\|-5.15\|109.85\|110.31\|102.38\|25103;2026-03-24\|109.32\|4.86\|109.90\|110.18\|106.00\|25314;2026-03-25\|113.91\|4.20\|109.05\|115.50\|109.05\|25609;2026-03-26\|110.56\|-2.94\|113.91\|114.27\|110.10\|13357;2026-03-27\|111.00\|0.40\|108.56\|111.84\|108.00\|13037;2026-03-30\|117.42\|5.78\|123.00\|125.60\|114.62\|50283;2026-03-31\|111.00\|-5.47\|123.00\|123.00\|109.00\|57905;2026-04-01\|117.65\|5.99\|113.00\|119.00\|113.00\|41292;2026-04-02\|113.51\|-3.52\|115.00\|116.78\|112.43\|28507;2026-04-03\|110.39\|-2.75\|113.00\|114.96\|110.00\|19011;2026-04-07\|111.91\|1.38\|111.58\|114.95\|110.58\|16268;2026-04-08\|121.00\|8.12\|116.00\|121.20\|115.30\|30567;2026-04-09\|122.45\|1.20\|119.50\|125.00\|117.60\|27881;2026-04-10\|121.56\|-0.73\|123.75\|125.09\|118.88\|29258;2026-04-13\|119.95\|-1.32\|119.99\|122.48\|119.00\|19995;2026-04-14\|122.62\|2.23\|120.50\|125.50\|118.00\|34735;2026-04-15\|121.09\|-1.25\|124.00\|126.12\|120.46\|25269;2026-04-16\|125.90\|3.97\|121.11\|127.50\|121.11\|30734;2026-04-17\|128.61\|2.15\|125.85\|130.88\|123.20\|35869;2026-04-20\|122.29\|-4.91\|127.58\|128.00\|120.16\|40994;2026-04-21\|122.30\|0.01\|121.75\|123.49\|120.05\|18834;2026-04-22\|122.68\|0.31\|123.02\|127.20\|121.09\|33299;2026-04-23\|117.94\|-3.86\|122.53\|124.11\|116.30\|29703;2026-04-24\|119.20\|1.07\|122.55\|126.69\|119.00\|46350;2026-04-27\|117.95\|-1.05\|119.06\|120.98\|114.85\|37597;2026-04-28\|120.26\|1.96\|118.50\|122.50\|115.52\|35292;2026-04-29\|140.99\|17.24\|122.00\|143.00\|121.66\|93834;2026-04-30\|142.24\|0.89\|141.03\|144.50\|139.59\|50403;2026-05-06\|141.00\|-0.87\|142.29\|143.70\|138.91\|47709;2026-05-07\|146.80\|4.11\|141.10\|151.00\|139.00\|46542;2026-05-08\|144.90\|-1.29\|143.51\|146.59\|142.12\|34046;2026-05-11\|144.81\|-0.06\|144.90\|146.54\|139.60\|41752;2026-05-12\|151.50\|4.62\|143.69\|152.66\|141.13\|51610;2026-05-13\|154.93\|2.26\|148.15\|159.18\|148.15\|45852;2026-05-14\|146.00\|-5.76\|153.39\|154.59\|146.00\|38410;2026-05-15\|145.49\|-0.35\|146.06\|148.89\|141.55\|31893;2026-05-18\|144.98\|-0.35\|143.03\|146.80\|142.07\|23645;2026-05-19\|146.04\|0.73\|144.98\|147.20\|139.13\|26467;2026-05-20\|145.60\|-0.30\|146.80\|151.37\|145.21\|32510;2026-05-21\|145.70\|0.07\|147.66\|152.77\|142.55\|39997;2026-05-22\|155.38\|6.64\|145.00\|157.99\|142.60\|56971;2026-05-25\|155.90\|0.33\|160.00\|163.44\|150.00\|43208;2026-05-26\|151.00\|-3.14\|152.80\|155.40\|143.86\|46764;2026-05-27\|148.68\|-1.54\|150.00\|152.40\|146.00\|33895;2026-05-28\|153.30\|3.11\|149.16\|155.56\|145.53\|42742;2026-05-29\|140.90\|-8.09\|153.78\|156.36\|139.36\|48898;2026-06-01\|138.38\|-1.79\|143.03\|146.90\|137.77\|35976;2026-06-02\|140.98\|1.88\|138.80\|143.18\|134.80\|31915;2026-06-03\|146.38\|3.83\|140.68\|149.50\|138.52\|39697;2026-06-04\|156.10\|6.64\|143.98\|157.71\|143.97\|49858;2026-06-05\|165.48\|6.01\|156.10\|169.60\|153.75\|61059;2026-06-08\|172.68\|4.35\|154.99\|176.60\|154.33\|57250;2026-06-09\|179.60\|4.01\|173.97\|179.90\|168.11\|43942;2026-06-10\|174.90\|-2.62\|179.20\|181.95\|172.10\|27557;2026-06-11\|173.00\|-1.09\|174.64\|179.00\|170.14\|29689;2026-06-12\|180.92\|4.58\|178.00\|192.00\|176.43\|46512;2026-06-15\|195.80\|8.22\|180.92\|198.30\|180.92\|47985;2026-06-16\|200.00\|2.15\|195.66\|202.82\|192.00\|52707;2026-06-17\|196.15\|-1.93\|197.00\|201.70\|193.59\|41877;2026-06-18\|205.91\|4.98\|194.33\|213.50\|193.00\|47802;2026-06-22\|211.70\|2.81\|213.98\|223.60\|206.52\|55702;2026-06-23\|208.48\|-1.52\|211.00\|214.00\|196.80\|45432;2026-06-24\|207.33\|-0.55\|202.72\|214.78\|202.72\|37219;2026-06-25\|209.00\|0.81\|208.00\|212.60\|202.89\|40067;2026-06-26\|202.00\|-3.35\|206.87\|212.85\|200.01\|34069;2026-06-29\|198.88\|-1.54\|199.50\|205.38\|191.97\|41481;2026-06-30\|199.71\|0.42\|198.88\|201.80\|194.00\|31161;2026-07-01\|215.00\|7.66\|207.99\|216.83\|205.00\|58751;2026-07-02\|217.77\|1.29\|210.00\|230.37\|200.01\|64479;2026-07-03\|201.28\|-7.57\|213.84\|217.50\|201.28\|51465;2026-07-06\|187.20\|-7.00\|202.86\|207.49\|186.11\|48847;2026-07-07\|180.00\|-3.85\|185.00\|189.86\|177.88\|38426;2026-07-08\|169.62\|-5.77\|179.78\|182.99\|168.00\|37453;2026-07-09\|173.40\|2.23\|174.50\|174.50\|163.59\|41667;2026-07-10\|167.10\|-3.63\|175.66\|178.98\|166.98\|38727;2026-07-13\|150.00\|-10.23\|168.16\|168.16\|149.52\|56747;2026-07-14\|159.38\|6.25\|153.00\|161.33\|149.16\|50012;2026-07-15\|148.70\|-6.70\|161.20\|163.00\|147.71\|41228;2026-07-16\|140.71\|-5.37\|146.88\|151.49\|139.37\|39918;2026-07-17\|85.19\|-14.88\|100.07\|100.07\|84.72\|81296
103014	国家电网印发《2026年具身智能发展规划》	机器人+半导体+数控机床行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司螺旋拉床可用于机器人部分零部件加工；双端面磨床可用于机器人零部件中的齿轮、齿圈、轴承等部件的磨削加工。 2、据2026年5月28日投资者关系活动记录表，公司产品持续向半导体领域延伸，主要生产针对半导体行业的精密加工设备，可加工碳化硅、蓝宝石、锑化镓、陶瓷基板等品类。 3、据公司2025年年报及2026年5月28日投资者关系活动记录表，公司是国内精密数控磨床和数控研磨抛光设备领域的领军企业，专业从事数控磨削设备、拉削设备及智能装备的研发、生产与销售。	公司智能装备包括工业机器人及智能化成套装备等，为客户提供数字化、网络化的智能制造技术综合解决方案	2026-03-10\|30.37\|10.00\|29.44\|30.37\|28.16\|184110;2026-03-11\|29.15\|-4.02\|32.05\|33.41\|28.75\|489164;2026-03-12\|28.21\|-3.22\|29.14\|29.37\|27.56\|314901;2026-03-13\|31.03\|10.00\|27.40\|31.03\|27.19\|431779;2026-03-16\|30.34\|-2.22\|30.72\|31.06\|30.00\|281493;2026-03-17\|29.77\|-1.88\|30.18\|31.31\|29.72\|175719;2026-03-18\|30.04\|0.91\|29.78\|30.75\|29.64\|169474;2026-03-19\|28.16\|-6.26\|29.41\|29.60\|27.96\|161199;2026-03-20\|27.13\|-3.66\|28.53\|28.90\|27.00\|98952;2026-03-23\|25.29\|-6.78\|26.04\|27.01\|24.96\|121494;2026-03-24\|26.65\|5.38\|25.90\|26.70\|25.03\|106805;2026-03-25\|27.27\|2.33\|27.18\|27.86\|26.85\|97618;2026-03-26\|26.40\|-3.19\|27.27\|27.27\|26.08\|72539;2026-03-27\|27.74\|5.08\|26.29\|28.49\|25.96\|144686;2026-03-30\|28.08\|1.23\|27.63\|28.66\|27.21\|109434;2026-03-31\|27.30\|-2.78\|28.07\|28.21\|27.30\|63955;2026-04-01\|27.80\|1.83\|27.92\|29.09\|27.62\|92578;2026-04-02\|27.47\|-1.19\|27.80\|29.36\|27.28\|135736;2026-04-03\|27.71\|0.87\|27.47\|28.80\|27.45\|117157;2026-04-07\|27.50\|-0.76\|28.15\|28.86\|27.12\|117915;2026-04-08\|29.85\|8.55\|27.88\|30.13\|27.62\|169612;2026-04-09\|29.93\|0.27\|29.55\|30.04\|29.05\|114634;2026-04-10\|30.09\|0.53\|29.96\|30.48\|29.56\|99226;2026-04-13\|31.89\|5.98\|29.52\|32.80\|29.52\|136481;2026-04-14\|32.59\|2.19\|31.90\|33.10\|31.80\|103749;2026-04-15\|31.05\|-4.73\|32.59\|32.77\|30.92\|126458;2026-04-16\|31.43\|1.22\|31.06\|31.50\|30.61\|88258;2026-04-17\|32.00\|1.81\|31.10\|32.55\|30.78\|87396;2026-04-20\|31.85\|-0.47\|31.96\|32.50\|31.32\|84555;2026-04-21\|33.59\|5.46\|31.81\|33.77\|31.36\|140037;2026-04-22\|32.55\|-3.10\|33.65\|35.50\|32.00\|128806;2026-04-23\|31.73\|-2.52\|32.20\|32.78\|31.30\|90274;2026-04-24\|31.25\|-1.51\|32.02\|32.20\|31.20\|59148;2026-04-27\|32.92\|5.34\|31.19\|33.25\|30.68\|93845;2026-04-28\|33.31\|1.18\|32.92\|34.25\|32.73\|94023;2026-04-29\|36.64\|10.00\|32.67\|36.64\|32.67\|146317;2026-04-30\|37.37\|1.99\|38.60\|39.50\|36.90\|187477;2026-05-06\|41.11\|10.01\|38.69\|41.11\|38.30\|50609;2026-05-07\|45.22\|10.00\|43.72\|45.22\|42.81\|124398;2026-05-08\|46.34\|2.48\|45.93\|48.22\|43.89\|264183;2026-05-11\|45.55\|-1.70\|45.65\|45.83\|43.66\|208594;2026-05-12\|48.60\|6.70\|45.92\|50.11\|45.92\|217351;2026-05-13\|48.56\|-0.08\|48.66\|49.99\|47.96\|169991;2026-05-14\|48.01\|-1.13\|48.37\|49.80\|47.97\|122776;2026-05-15\|47.80\|-0.44\|47.53\|49.90\|47.50\|114379;2026-05-18\|44.96\|-5.94\|47.11\|47.78\|44.63\|149204;2026-05-19\|48.09\|6.96\|44.93\|48.70\|43.00\|156973;2026-05-20\|47.18\|-1.89\|47.55\|49.74\|46.86\|119930;2026-05-21\|44.55\|-5.57\|47.19\|47.70\|44.00\|86807;2026-05-22\|44.64\|0.20\|44.56\|45.42\|43.66\|69444;2026-05-25\|44.56\|-0.18\|45.38\|45.60\|43.56\|76508;2026-05-26\|43.09\|-3.30\|44.32\|44.44\|42.40\|74337;2026-05-27\|42.05\|-2.41\|43.16\|43.59\|41.28\|71460;2026-05-28\|43.22\|2.78\|42.05\|44.30\|42.05\|69162;2026-05-29\|40.35\|-6.64\|43.21\|43.33\|39.99\|67804;2026-06-01\|39.35\|-2.48\|40.02\|41.37\|39.10\|60881;2026-06-02\|43.29\|10.01\|39.20\|43.29\|37.44\|92938;2026-06-03\|44.10\|1.87\|44.51\|44.90\|43.18\|140393;2026-06-04\|43.55\|-1.25\|44.55\|45.49\|42.80\|94985;2026-06-05\|47.91\|10.01\|45.02\|47.91\|45.02\|50718;2026-06-08\|48.16\|0.52\|47.44\|49.78\|45.60\|215591;2026-06-09\|47.00\|-2.41\|47.68\|48.48\|45.95\|164773;2026-06-10\|45.43\|-3.34\|46.87\|46.87\|44.50\|103643;2026-06-11\|44.46\|-2.14\|44.15\|45.80\|43.01\|97314;2026-06-12\|45.36\|2.02\|45.60\|47.38\|44.77\|85137;2026-06-15\|49.90\|10.01\|47.25\|49.90\|45.36\|130394;2026-06-16\|53.21\|6.63\|51.58\|53.99\|50.59\|155832;2026-06-17\|53.32\|0.21\|52.52\|54.65\|52.05\|101936;2026-06-18\|54.25\|1.74\|53.00\|54.90\|52.50\|104305;2026-06-22\|51.48\|-5.11\|54.28\|54.63\|50.50\|109805;2026-06-23\|50.99\|-0.95\|51.36\|52.99\|50.51\|66820;2026-06-24\|51.00\|0.02\|50.50\|51.30\|48.83\|65623;2026-06-25\|50.25\|-1.47\|51.01\|51.60\|48.55\|92253;2026-06-26\|45.23\|-9.99\|50.11\|50.11\|45.23\|73469;2026-06-29\|41.29\|-8.71\|43.53\|45.30\|40.90\|156055;2026-06-30\|45.42\|10.00\|41.29\|45.42\|41.29\|75741;2026-07-01\|43.70\|-3.79\|46.33\|47.50\|43.30\|103863;2026-07-02\|42.40\|-2.97\|43.26\|44.35\|42.00\|68462;2026-07-03\|43.28\|2.08\|44.40\|44.67\|42.50\|70392;2026-07-06\|40.75\|-5.85\|43.56\|43.59\|40.01\|76425;2026-07-07\|39.42\|-3.26\|40.68\|41.63\|39.36\|51180;2026-07-08\|37.79\|-4.13\|39.40\|39.69\|36.88\|55920;2026-07-09\|37.07\|-1.91\|38.33\|38.85\|36.51\|85168;2026-07-10\|33.36\|-10.01\|37.09\|38.15\|33.36\|171861;2026-07-13\|30.02\|-10.01\|33.58\|33.70\|30.02\|127355;2026-07-14\|30.19\|0.57\|29.76\|30.73\|28.28\|160218;2026-07-15\|28.84\|-4.47\|30.58\|30.98\|28.58\|107481;2026-07-16\|27.50\|-4.65\|29.10\|29.10\|27.20\|115176;2026-07-17\|24.75\|-10.00\|27.80\|27.81\|24.75\|114290
103013	国家电网印发《2026年具身智能发展规划》	追觅入主+微博公布俞浩禁言原因 1、据2026年6月5日公告，苏州逐越鸿智科技发展合伙企业有限合伙要约收购股份已完成过户，合计持有公司4.94亿股，占总股本45.01%，成为控股股东，实际控制人变更为俞浩，控股权变更尘埃落定。 2、6月10日，微博公布俞浩被禁言原因，主因被某企业投诉，其作为网络名人账号以“喊话”等形式发布质疑、拉踩企业的违规内容。	控股股东拟变更为逐越鸿智，追觅科技创始人俞浩将成公司新实控人；一季度净利润同比增长432.41%	2026-03-10\|25.91\|10.02\|24.50\|25.91\|24.20\|483520;2026-03-11\|25.23\|-2.62\|27.00\|28.19\|24.03\|1561999;2026-03-12\|24.06\|-4.64\|26.00\|26.24\|23.66\|903407;2026-03-13\|26.47\|10.02\|23.88\|26.47\|23.50\|1010642;2026-03-16\|28.04\|5.93\|26.50\|28.98\|25.71\|1121859;2026-03-17\|29.00\|3.42\|27.98\|29.58\|27.50\|983673;2026-03-18\|27.00\|-6.90\|28.51\|29.40\|26.11\|1037919;2026-03-19\|27.63\|2.33\|26.60\|28.33\|25.25\|866216;2026-03-20\|27.46\|-0.62\|27.60\|28.60\|26.73\|672163;2026-03-23\|24.95\|-9.14\|26.12\|27.18\|24.71\|719004;2026-03-24\|26.45\|6.01\|25.42\|26.57\|23.60\|787194;2026-03-25\|25.26\|-4.50\|25.55\|26.36\|25.18\|651809;2026-03-26\|23.00\|-8.95\|24.65\|25.20\|22.80\|776836;2026-03-27\|24.99\|8.65\|23.30\|25.28\|23.30\|732753;2026-03-30\|24.50\|-1.96\|24.35\|24.88\|23.53\|504640;2026-03-31\|24.12\|-1.55\|26.00\|26.89\|23.80\|885053;2026-04-01\|23.25\|-3.61\|23.52\|23.88\|22.86\|669526;2026-04-02\|21.53\|-7.40\|22.98\|22.98\|21.39\|667123;2026-04-03\|21.88\|1.63\|21.60\|22.55\|21.60\|476783;2026-04-07\|22.34\|2.10\|21.99\|22.91\|20.70\|554704;2026-04-08\|23.18\|3.76\|22.80\|23.45\|22.00\|610508;2026-04-09\|24.59\|6.08\|22.98\|24.98\|22.98\|809771;2026-04-10\|23.66\|-3.78\|24.48\|24.95\|23.62\|679148;2026-04-13\|25.00\|5.66\|24.49\|25.42\|24.08\|747799;2026-04-14\|24.32\|-2.72\|24.95\|25.20\|23.89\|721836;2026-04-15\|23.46\|-3.54\|24.00\|24.75\|23.44\|626702;2026-04-16\|22.93\|-2.26\|22.99\|23.38\|22.61\|508076;2026-04-17\|22.57\|-1.57\|22.80\|22.99\|22.36\|468850;2026-04-20\|22.60\|0.13\|22.54\|23.11\|22.49\|430569;2026-04-21\|21.79\|-3.58\|22.50\|22.60\|21.59\|455108;2026-04-22\|22.53\|3.40\|21.41\|22.83\|21.15\|677537;2026-04-23\|21.54\|-4.39\|22.22\|22.31\|21.52\|439913;2026-04-24\|21.61\|0.33\|21.41\|22.20\|21.21\|366776;2026-04-27\|21.69\|0.37\|22.29\|23.08\|21.57\|617490;2026-04-28\|20.65\|-4.79\|21.15\|21.45\|20.55\|493934;2026-04-29\|22.72\|10.02\|20.48\|22.72\|20.48\|772859;2026-04-30\|22.60\|-0.53\|22.84\|23.26\|22.44\|740280;2026-05-06\|23.10\|2.21\|22.67\|23.73\|22.50\|651876;2026-05-07\|22.51\|-2.55\|22.98\|23.00\|22.32\|528564;2026-05-08\|23.30\|3.51\|22.50\|23.90\|22.20\|778069;2026-05-11\|23.22\|-0.34\|23.51\|24.10\|22.61\|659018;2026-05-12\|22.73\|-2.11\|23.06\|23.94\|22.44\|532395;2026-05-13\|22.00\|-3.21\|22.53\|22.70\|21.90\|556001;2026-05-14\|20.68\|-6.00\|21.77\|21.80\|20.66\|563594;2026-05-15\|20.06\|-3.00\|20.61\|20.72\|19.35\|585448;2026-05-18\|19.38\|-3.39\|19.87\|19.91\|19.08\|504316;2026-05-19\|18.99\|-2.01\|19.39\|19.95\|18.66\|465578;2026-05-20\|19.27\|1.47\|18.65\|19.36\|17.77\|669230;2026-05-21\|19.47\|1.04\|18.97\|20.58\|18.67\|843995;2026-05-22\|19.17\|-1.54\|19.30\|19.77\|18.64\|544680;2026-05-25\|19.08\|-0.47\|19.27\|20.13\|18.74\|615380;2026-05-26\|20.38\|6.81\|19.03\|20.99\|19.02\|1217702;2026-05-27\|19.56\|-4.02\|20.20\|21.10\|19.51\|775303;2026-05-28\|19.17\|-1.99\|19.41\|19.85\|18.60\|500587;2026-05-29\|18.65\|-2.71\|19.18\|20.15\|18.40\|545745;2026-06-05\|16.79\|-9.97\|20.00\|20.01\|16.79\|1114960;2026-06-08\|15.11\|-10.01\|15.11\|15.11\|15.11\|76281;2026-06-09\|15.87\|5.03\|14.92\|16.60\|14.92\|1104362;2026-06-10\|14.68\|-7.50\|15.46\|15.64\|14.28\|934837;2026-06-11\|14.90\|1.50\|14.57\|15.25\|14.31\|638916;2026-06-12\|16.39\|10.00\|15.15\|16.39\|15.01\|594697;2026-06-15\|15.89\|-3.05\|16.49\|16.86\|15.50\|842186;2026-06-16\|15.88\|-0.06\|15.80\|16.01\|15.45\|500997;2026-06-17\|15.50\|-2.39\|15.81\|15.98\|15.37\|353794;2026-06-18\|15.62\|0.77\|15.35\|15.88\|15.35\|333444;2026-06-22\|15.15\|-3.01\|15.62\|16.15\|14.87\|466245;2026-06-23\|14.92\|-1.52\|15.05\|15.38\|14.85\|387233;2026-06-24\|14.76\|-1.07\|14.91\|15.00\|14.40\|364118;2026-06-25\|14.43\|-2.24\|15.10\|15.17\|14.36\|343107;2026-06-26\|13.92\|-3.53\|14.42\|14.42\|13.83\|339576;2026-06-29\|13.72\|-1.44\|13.90\|14.22\|13.38\|354483;2026-06-30\|14.08\|2.62\|13.66\|14.08\|13.53\|289080;2026-07-01\|13.98\|-0.71\|14.01\|14.19\|13.74\|299533;2026-07-02\|13.88\|-0.72\|13.81\|14.50\|13.79\|366601;2026-07-03\|14.06\|1.30\|13.94\|14.69\|13.80\|354533;2026-07-06\|13.39\|-4.77\|14.17\|14.49\|13.38\|315096;2026-07-07\|12.89\|-3.73\|13.26\|13.47\|12.84\|288168;2026-07-08\|12.56\|-2.56\|13.06\|13.14\|12.53\|240955;2026-07-09\|12.85\|2.31\|12.78\|13.10\|12.19\|268828;2026-07-10\|13.26\|3.19\|12.79\|13.78\|12.66\|334975;2026-07-13\|11.93\|-10.03\|13.16\|13.16\|11.93\|344456;2026-07-14\|12.24\|2.60\|11.97\|12.27\|11.64\|388612;2026-07-15\|12.23\|-0.08\|12.15\|12.57\|12.15\|284870;2026-07-16\|11.61\|-5.07\|12.02\|12.16\|11.55\|311631;2026-07-17\|10.87\|-6.37\|11.64\|11.72\|10.56\|353746
103012	国家电网印发《2026年具身智能发展规划》	半导体封测+教育+ST板块+国企改革 1、据2026年6月11日公告，公司围绕“稳基础、促转型”战略，重点布局半导体封装测试业务，拟循序渐进向上游及先进封装延伸，但该业务尚未实际开展，仍处于前期筹备阶段，暂未产生收入及利润。 2、据2026年6月18日公告，因2025年度经审计的利润总额、净利润及扣非净利润孰低为负，且营业收入低于3亿元，公司股票已被实施退市风险警示，若2026年度财务数据仍触及退市标准将终止上市。 3、公司属于国有企业，最终控制人为东阳市人民政府国有资产监督管理办公室；据2026年6月11日公告，公司主营业务未发生重大变化，仍为教育业务及不动产运营业务。	公司主营职业教育；据公司官微，中国高科集团自主研发的AED-CPR心肺复苏一体机以及急救AI科普机器人经过选代发展，已获得较高的品牌知名度，布局覆盖海内外市场
103011	国家电网印发《2026年具身智能发展规划》	混动燃油系统+旋转变压器+一季报增长+央企行业原因： 1、7月2日，证监会发布关于同意宇树科技首次公开发行股票注册的批复。7月1日，马斯克发布参观Optimus机器人生产线的大合照。 2、分析指出，人形机器人与智能汽车在软硬件领域具备较多的共通点，车企纷纷加入机器人赛道，汽车零部件公司也在加大机器人布局。公司原因： 1、据2026年3月28日年报，公司混动高压燃油系统订单创历史新高，大幅超越传统燃油系统，并已在插电式含增程式混合动力车上实现规模化应用。 2、据2026年5月25日业绩说明会，公司控股收购赢双科技切入新能源汽车核心部件旋转变压器领域，2026年一季度该业务带来利润贡献；公司位居国内旋转变压器市场第一。 3、据2026年4月29日一季报，公司2026年一季度归母净利润1.62亿元，同比增长25.39%；据2026年5月25日业绩说明会，增长得益于全球化布局完善及新并购赢双科技的利润贡献。 4、据2026年3月28日年报，公司实际控制人为国家开发投资集团有限公司，具备央企背景。	公司拟收购赢双科技，切入旋转变压器与特种电机领域，客户包括奇瑞、东风、比亚迪，消息称正在开发人形机器人用旋变传感器；一季度净利润同比增长25.39%	2026-03-10\|22.98\|1.77\|22.82\|23.24\|22.80\|27999;2026-03-11\|22.90\|-0.35\|22.98\|23.07\|22.80\|22403;2026-03-12\|23.14\|1.05\|22.89\|23.36\|22.50\|34864;2026-03-13\|22.81\|-1.43\|23.16\|23.44\|22.74\|28703;2026-03-16\|22.26\|-2.41\|22.71\|22.85\|22.15\|35112;2026-03-17\|21.81\|-2.02\|22.28\|22.39\|21.77\|24938;2026-03-18\|21.87\|0.28\|21.84\|22.05\|21.61\|21585;2026-03-19\|21.40\|-2.15\|21.70\|21.70\|21.19\|21986;2026-03-20\|20.90\|-2.34\|21.39\|21.55\|20.90\|22923;2026-03-23\|19.58\|-6.32\|20.67\|20.89\|19.38\|59517;2026-03-24\|20.23\|3.32\|20.17\|20.25\|19.78\|38251;2026-03-25\|20.26\|0.15\|20.20\|20.50\|20.18\|23446;2026-03-26\|20.02\|-1.18\|20.20\|20.50\|19.90\|23659;2026-03-27\|20.09\|0.35\|19.89\|20.36\|19.79\|25155;2026-03-30\|19.06\|-5.13\|19.90\|19.97\|18.80\|61122;2026-03-31\|18.96\|-0.52\|19.10\|19.36\|18.90\|30474;2026-04-01\|19.36\|2.11\|19.23\|19.50\|19.15\|28740;2026-04-02\|18.98\|-1.96\|19.33\|19.34\|18.83\|28221;2026-04-03\|18.35\|-3.32\|19.16\|19.17\|18.34\|23956;2026-04-07\|18.07\|-1.53\|18.35\|18.68\|17.99\|31245;2026-04-08\|18.84\|4.26\|18.39\|18.88\|18.39\|41150;2026-04-09\|18.52\|-1.70\|18.74\|18.77\|18.37\|30291;2026-04-10\|18.98\|2.48\|18.69\|19.29\|18.56\|35828;2026-04-13\|18.70\|-1.48\|18.92\|18.95\|18.65\|29749;2026-04-14\|19.07\|1.98\|18.86\|19.11\|18.70\|28280;2026-04-15\|18.91\|-0.84\|19.42\|19.42\|18.83\|29592;2026-04-16\|19.26\|1.85\|18.95\|19.36\|18.92\|30907;2026-04-17\|19.38\|0.62\|19.33\|19.58\|19.01\|28318;2026-04-20\|19.19\|-0.98\|19.31\|19.41\|19.05\|35193;2026-04-21\|19.17\|-0.10\|19.24\|19.28\|18.93\|22353;2026-04-22\|19.47\|1.56\|19.08\|19.58\|19.02\|35031;2026-04-23\|19.09\|-1.95\|19.43\|19.48\|18.93\|27465;2026-04-24\|18.70\|-2.04\|19.08\|19.15\|18.69\|27831;2026-04-27\|18.85\|0.80\|18.85\|18.99\|18.71\|26661;2026-04-28\|18.21\|-3.40\|18.85\|18.85\|18.13\|25936;2026-04-29\|20.03\|9.99\|19.47\|20.03\|19.47\|53256;2026-04-30\|20.41\|1.90\|20.60\|20.94\|19.87\|190412;2026-05-06\|20.74\|1.62\|20.41\|20.85\|20.36\|112704;2026-05-07\|21.03\|1.40\|20.73\|21.26\|20.62\|69266;2026-05-08\|21.33\|1.43\|20.99\|21.63\|20.81\|66382;2026-05-11\|21.18\|-0.70\|21.35\|21.60\|21.10\|65740;2026-05-12\|21.21\|0.14\|21.19\|21.48\|21.00\|48570;2026-05-13\|21.30\|0.42\|21.10\|21.50\|20.91\|34637;2026-05-14\|21.07\|-1.08\|21.42\|21.43\|21.06\|29530;2026-05-15\|21.57\|2.37\|21.07\|21.97\|21.07\|53522;2026-05-18\|21.28\|-1.34\|21.39\|21.65\|20.91\|43864;2026-05-19\|21.16\|-0.56\|21.29\|21.49\|21.00\|28957;2026-05-20\|20.81\|-1.65\|21.05\|21.15\|20.57\|33512;2026-05-21\|21.32\|2.45\|20.98\|21.61\|20.89\|63259;2026-05-22\|20.78\|-0.91\|20.79\|21.09\|20.60\|44595;2026-05-25\|20.48\|-1.44\|20.90\|21.00\|20.24\|36588;2026-05-26\|20.19\|-1.42\|20.49\|20.62\|19.94\|35781;2026-05-27\|19.54\|-3.22\|20.44\|20.44\|19.45\|32585;2026-05-28\|19.60\|0.31\|19.29\|19.75\|19.20\|26312;2026-05-29\|19.24\|-1.84\|19.69\|19.90\|19.15\|31897;2026-06-01\|19.68\|2.29\|19.20\|19.73\|19.20\|41887;2026-06-02\|19.32\|-1.83\|19.68\|19.96\|19.21\|29213;2026-06-03\|18.85\|-2.43\|19.20\|19.42\|18.84\|31516;2026-06-04\|18.50\|-1.86\|18.86\|19.06\|18.42\|31199;2026-06-05\|18.45\|-0.27\|19.10\|19.10\|18.07\|45731;2026-06-08\|17.84\|-3.31\|18.17\|18.42\|17.45\|34364;2026-06-09\|17.63\|-1.18\|18.06\|18.06\|17.40\|38551;2026-06-10\|17.30\|-1.87\|17.62\|17.62\|17.14\|28858;2026-06-11\|16.89\|-2.37\|17.56\|17.56\|16.72\|33233;2026-06-12\|17.15\|1.54\|17.34\|17.61\|17.05\|34522;2026-06-15\|17.96\|4.72\|17.50\|18.08\|17.36\|41856;2026-06-16\|17.60\|-2.00\|18.10\|18.15\|17.58\|25636;2026-06-17\|17.35\|-1.42\|17.30\|17.64\|17.29\|20183;2026-06-18\|17.68\|1.90\|17.50\|17.80\|17.25\|27888;2026-06-22\|17.00\|-3.85\|17.53\|17.60\|16.68\|39004;2026-06-23\|17.01\|0.06\|16.83\|17.49\|16.83\|29378;2026-06-24\|16.68\|-1.94\|17.21\|17.21\|16.68\|26538;2026-06-25\|16.36\|-1.92\|16.68\|16.83\|16.30\|30243;2026-06-26\|15.87\|-3.00\|16.45\|16.45\|15.85\|26940;2026-06-29\|15.93\|0.38\|16.19\|16.19\|15.38\|33067;2026-06-30\|15.79\|-0.88\|15.91\|16.25\|15.72\|28846;2026-07-01\|16.01\|1.39\|15.83\|16.38\|15.71\|35758;2026-07-02\|16.05\|0.25\|16.06\|16.43\|15.91\|31770;2026-07-03\|17.66\|10.03\|16.26\|17.66\|16.14\|53390;2026-07-06\|17.34\|-1.81\|17.75\|18.00\|17.16\|68946;2026-07-07\|16.85\|-2.83\|17.63\|17.80\|16.74\|45396;2026-07-08\|16.33\|-3.09\|16.97\|16.97\|16.33\|31016;2026-07-09\|16.28\|-0.31\|16.08\|16.59\|16.07\|33630;2026-07-10\|16.49\|1.29\|16.25\|16.80\|16.11\|31268;2026-07-13\|15.61\|-5.34\|16.34\|16.66\|15.57\|34460;2026-07-14\|16.12\|3.27\|15.73\|16.17\|15.46\|29284;2026-07-15\|16.26\|0.87\|16.12\|16.47\|16.00\|26091;2026-07-16\|16.43\|1.05\|16.32\|16.64\|16.02\|27148;2026-07-17\|15.75\|-4.14\|16.52\|16.67\|15.67\|32201
103010	国家电网印发《2026年具身智能发展规划》	人形机器人+数控螺纹磨床+高端数控机床行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司已具备用于行星滚柱丝杠副加工的高精数控螺纹磨削设备生产能力，SK76系列数控内螺纹磨床适用于人形机器人零部件精密加工，已与贝斯特、五洲新春、三联锻造、领益智造等客户签署合同或达成战略合作。 2、据2025年年度报告，公司正在研发丝杠螺母装配线项目，旨在切入新能源、人形机器人等行业赛道，提供全自动检测装配生产线，预计2026年10月前完成设计及部分核心样机交付。 3、据2025年年度报告及2026年6月12日投资者关系活动记录表，公司定位于高端数控机床，拥有完整产业链，已成为集柔性线制造、系统集成于一体的综合性智能制造装备提供商，在中国轴承制造装备领域市场占有率名列前茅。	1、公司拥有桁架机械手直角坐标机器人方面的专利，并已大量应用到自动化连线设备；一季度扭亏为盈； 2、公司产品涵盖了数控车床、高端磨床及柔性化生产线等，公司数控机床产品数控化率100%，行业排名第一	2026-03-10\|6.95\|1.46\|6.89\|6.99\|6.81\|415891;2026-03-11\|6.93\|-0.29\|7.04\|7.21\|6.91\|671990;2026-03-12\|6.75\|-2.60\|6.86\|6.97\|6.72\|499747;2026-03-13\|6.61\|-2.07\|6.80\|6.81\|6.58\|299818;2026-03-16\|6.63\|0.30\|6.62\|6.74\|6.54\|284381;2026-03-17\|6.44\|-2.87\|6.63\|6.70\|6.43\|254155;2026-03-18\|6.57\|2.02\|6.46\|6.58\|6.40\|216892;2026-03-19\|6.20\|-5.63\|6.46\|6.48\|6.17\|278983;2026-03-20\|5.96\|-3.87\|6.27\|6.29\|5.95\|323670;2026-03-23\|5.44\|-8.72\|5.86\|5.90\|5.36\|707451;2026-03-24\|5.66\|4.04\|5.59\|5.66\|5.43\|408984;2026-03-25\|5.75\|1.59\|5.67\|5.81\|5.63\|397862;2026-03-26\|5.55\|-3.48\|5.71\|5.83\|5.52\|318194;2026-03-27\|5.61\|1.08\|5.45\|5.66\|5.42\|224406;2026-03-30\|5.65\|0.71\|5.52\|5.67\|5.48\|206456;2026-03-31\|5.55\|-1.77\|5.67\|5.75\|5.55\|218179;2026-04-01\|5.63\|1.44\|5.65\|5.69\|5.55\|165383;2026-04-02\|5.53\|-1.78\|5.61\|5.69\|5.51\|219079;2026-04-03\|5.31\|-3.98\|5.57\|5.59\|5.30\|203098;2026-04-07\|5.37\|1.13\|5.30\|5.39\|5.29\|121100;2026-04-08\|5.61\|4.47\|5.48\|5.62\|5.46\|222519;2026-04-09\|5.45\|-2.85\|5.53\|5.56\|5.44\|160263;2026-04-10\|5.52\|1.28\|5.49\|5.60\|5.49\|169789;2026-04-13\|5.55\|0.54\|5.50\|5.55\|5.45\|128780;2026-04-14\|5.52\|-0.54\|5.60\|5.60\|5.44\|166053;2026-04-15\|5.46\|-1.09\|5.55\|5.62\|5.45\|270438;2026-04-16\|5.54\|1.47\|5.46\|5.55\|5.45\|186367;2026-04-17\|5.67\|2.35\|5.52\|5.75\|5.51\|336560;2026-04-20\|5.71\|0.71\|5.68\|5.73\|5.63\|189367;2026-04-21\|5.61\|-1.75\|5.70\|5.71\|5.57\|179012;2026-04-22\|5.54\|-1.25\|5.58\|5.58\|5.49\|165346;2026-04-23\|5.38\|-2.89\|5.53\|5.54\|5.36\|209147;2026-04-24\|5.32\|-1.12\|5.38\|5.38\|5.20\|226381;2026-04-27\|5.39\|1.32\|5.32\|5.39\|5.18\|204496;2026-04-28\|5.23\|-2.97\|5.30\|5.35\|5.20\|162418;2026-04-29\|5.75\|9.94\|5.43\|5.75\|5.43\|326672;2026-04-30\|5.93\|3.13\|5.95\|5.98\|5.71\|833941;2026-05-06\|5.99\|1.01\|5.93\|6.00\|5.90\|525151;2026-05-07\|6.14\|2.50\|5.99\|6.34\|5.99\|603151;2026-05-08\|6.75\|9.93\|6.17\|6.75\|6.10\|812038;2026-05-11\|6.63\|-1.78\|6.75\|6.75\|6.48\|1030286;2026-05-12\|6.56\|-1.06\|6.66\|6.73\|6.53\|559632;2026-05-13\|6.70\|2.13\|6.53\|6.77\|6.46\|564329;2026-05-14\|6.73\|0.45\|6.69\|7.15\|6.60\|955289;2026-05-15\|6.93\|2.97\|6.71\|7.12\|6.68\|1000798;2026-05-18\|6.69\|-3.46\|6.88\|6.88\|6.61\|698247;2026-05-19\|6.74\|0.75\|6.66\|6.80\|6.65\|396836;2026-05-20\|6.53\|-3.12\|6.69\|6.74\|6.51\|456068;2026-05-21\|6.44\|-1.38\|6.54\|6.71\|6.40\|408065;2026-05-22\|6.53\|1.40\|6.47\|6.60\|6.30\|335940;2026-05-25\|6.40\|-1.99\|6.55\|6.61\|6.30\|296038;2026-05-26\|6.25\|-2.34\|6.37\|6.45\|6.16\|336953;2026-05-27\|5.95\|-4.80\|6.21\|6.21\|5.90\|377259;2026-05-28\|6.14\|3.19\|5.95\|6.18\|5.88\|295324;2026-05-29\|5.87\|-4.40\|6.12\|6.20\|5.81\|250590;2026-06-01\|5.88\|0.17\|5.84\|5.97\|5.78\|224941;2026-06-02\|5.76\|-2.04\|5.89\|5.98\|5.70\|217313;2026-06-03\|5.69\|-1.22\|5.74\|5.86\|5.61\|222538;2026-06-04\|6.26\|10.02\|5.62\|6.26\|5.61\|529960;2026-06-05\|6.35\|1.44\|6.21\|6.51\|5.95\|835913;2026-06-08\|6.40\|0.79\|6.17\|6.49\|6.15\|755223;2026-06-09\|6.74\|5.31\|6.50\|7.04\|6.42\|957576;2026-06-10\|6.58\|-2.37\|6.65\|6.88\|6.48\|743115;2026-06-11\|6.45\|-1.98\|6.51\|6.60\|6.34\|528058;2026-06-12\|6.41\|-0.62\|6.59\|6.72\|6.38\|479028;2026-06-15\|6.68\|4.21\|6.67\|6.88\|6.48\|618344;2026-06-16\|6.93\|3.74\|6.66\|6.93\|6.61\|650266;2026-06-17\|6.89\|-0.58\|6.87\|7.07\|6.82\|531155;2026-06-18\|6.98\|1.31\|6.86\|7.05\|6.80\|498048;2026-06-22\|6.74\|-3.44\|6.92\|6.92\|6.49\|530362;2026-06-23\|6.87\|1.93\|6.67\|7.22\|6.62\|529076;2026-06-24\|7.56\|10.04\|6.85\|7.56\|6.60\|814004;2026-06-25\|7.37\|-2.51\|7.48\|7.59\|7.09\|1242103;2026-06-26\|6.87\|-6.78\|7.31\|7.37\|6.86\|753052;2026-06-29\|6.72\|-2.18\|6.86\|7.15\|6.57\|700513;2026-06-30\|6.91\|2.83\|6.67\|6.96\|6.58\|557169;2026-07-01\|7.05\|2.03\|6.86\|7.30\|6.83\|567526;2026-07-02\|7.02\|-0.43\|6.96\|7.33\|6.96\|741802;2026-07-03\|7.72\|9.97\|7.19\|7.72\|7.10\|670877;2026-07-06\|7.68\|-0.52\|7.99\|8.22\|7.60\|1770438;2026-07-07\|7.80\|1.56\|7.60\|8.05\|7.54\|1354655;2026-07-08\|7.02\|-10.00\|7.51\|7.58\|7.02\|591150;2026-07-09\|6.67\|-4.99\|6.41\|6.85\|6.32\|1134510;2026-07-10\|6.72\|0.75\|6.60\|6.98\|6.54\|882261;2026-07-13\|6.05\|-9.97\|6.65\|6.71\|6.05\|654163;2026-07-14\|6.04\|-0.17\|5.97\|6.09\|5.78\|528348;2026-07-15\|6.05\|0.17\|6.12\|6.30\|5.99\|526540;2026-07-16\|5.93\|-1.98\|5.99\|6.16\|5.90\|426268;2026-07-17\|5.48\|-7.59\|5.93\|5.99\|5.42\|529701
103009	国家电网印发《2026年具身智能发展规划》	复牌+拟收购博泰智能+精密传动+IC分销行业原因： 1、近日，戴尔科技集团CEO迈克尔・戴尔在公开活动中表示，预计2028年AI加速器领域的总内存需求将较2023年激增625倍。 2、三星电子二季度DRAM合约价再涨30%，行业涨价潮持续。公司原因： 1、4月9日晚公告，公司拟发行股份及支付现金购买杨博、杨硕、鑫昂泰等9名股东持有的博泰智能装备（广东）有限公司75%股权，同时计划向不超过35名特定投资者募集配套资金。公司股票4月10日开市起复牌。博泰智能主营精密滚动功能部件和直线传动系统的研发、生产、销售。公告显示，博泰智能已批量配套宁德时代、比亚迪、博众精工等终端客户。 2、据2025年8月30日半年度报告，公司IC分销业务营收7.01亿元，同比增37.34%，持续引入兆易创新等国产芯片，覆盖新能源汽车、光伏储能、机器人等赛道。 3、据2025年4月26日2024年度报告，公司工业自动化业务2024年营收7.78亿元，同比增7.15%，伺服系统、PLC、变频器等已应用于纺织、机床、机器人等多领域。	公司RA1、RA3系列伺服驱动器和MC2、MA3系列伺服电机已应用到机器人领域，包括不同载荷的四关节、六关节等工业机器人和协作机器人；一季度净利润增163.2%	2026-03-10\|22.79\|3.36\|22.36\|22.80\|22.15\|41114;2026-03-11\|22.41\|-1.67\|22.85\|22.89\|22.34\|30180;2026-03-12\|21.81\|-2.68\|22.37\|22.50\|21.78\|28328;2026-03-13\|21.52\|-1.33\|21.65\|21.88\|21.51\|23024;2026-03-16\|21.98\|2.14\|21.37\|21.99\|21.32\|22974;2026-03-17\|21.37\|-2.78\|22.06\|22.15\|21.32\|22264;2026-03-18\|21.88\|2.39\|21.28\|21.88\|21.28\|22379;2026-03-19\|21.20\|-3.11\|21.60\|21.64\|21.06\|24160;2026-03-20\|20.72\|-2.26\|21.20\|21.38\|20.72\|28679;2026-03-23\|19.45\|-6.13\|20.49\|20.65\|19.35\|39186;2026-03-24\|20.27\|4.22\|19.84\|20.30\|19.50\|38888;2026-03-25\|22.30\|10.01\|20.34\|22.30\|20.28\|68786;2026-04-10\|24.53\|10.00\|24.53\|24.53\|23.60\|160928;2026-04-13\|23.90\|-2.57\|24.15\|24.85\|23.06\|225507;2026-04-14\|23.69\|-0.88\|24.00\|24.11\|23.27\|130681;2026-04-15\|22.68\|-4.26\|23.64\|23.80\|22.60\|118177;2026-04-16\|24.95\|10.01\|22.80\|24.95\|22.38\|218621;2026-04-17\|24.50\|-1.80\|25.00\|25.00\|24.21\|226388;2026-04-20\|24.35\|-0.61\|24.47\|24.58\|24.06\|123819;2026-04-21\|24.56\|0.86\|24.17\|24.75\|23.90\|149953;2026-04-22\|23.80\|-3.09\|24.31\|24.31\|23.26\|119866;2026-04-23\|23.19\|-2.56\|23.57\|23.85\|22.62\|102790;2026-04-24\|21.63\|-6.73\|23.09\|23.25\|21.62\|97537;2026-04-27\|22.06\|1.99\|21.75\|22.32\|21.50\|59146;2026-04-28\|21.15\|-4.13\|21.73\|21.94\|21.09\|64553;2026-04-29\|23.27\|10.02\|22.23\|23.27\|22.23\|80420;2026-04-30\|24.44\|5.03\|24.20\|24.50\|23.28\|232504;2026-05-06\|25.76\|5.40\|24.45\|26.49\|24.42\|258693;2026-05-07\|26.18\|1.63\|25.26\|26.44\|24.70\|205313;2026-05-08\|26.44\|0.99\|25.92\|26.77\|25.60\|166331;2026-05-11\|26.90\|1.74\|26.26\|27.42\|26.26\|169462;2026-05-12\|26.57\|-1.23\|26.63\|27.13\|26.22\|131204;2026-05-13\|26.29\|-1.05\|26.26\|26.50\|25.89\|114124;2026-05-14\|25.79\|-1.90\|26.35\|26.60\|25.61\|83513;2026-05-15\|26.78\|3.84\|25.81\|27.29\|25.39\|179369;2026-05-18\|26.27\|-1.90\|26.80\|27.05\|26.00\|143531;2026-05-19\|26.05\|-0.84\|25.92\|26.39\|25.58\|87946;2026-05-20\|26.09\|0.15\|26.00\|26.80\|25.92\|90194;2026-05-21\|25.60\|-1.88\|26.13\|26.95\|25.50\|142348;2026-05-22\|25.90\|1.17\|25.62\|26.06\|25.31\|99022;2026-05-25\|25.95\|0.19\|26.09\|26.46\|25.79\|101204;2026-05-26\|25.80\|-0.58\|25.82\|26.30\|25.12\|101274;2026-05-27\|24.84\|-3.72\|25.60\|26.05\|24.66\|87211;2026-05-28\|25.25\|1.65\|24.88\|25.56\|24.51\|82869;2026-05-29\|24.05\|-4.75\|25.05\|25.48\|23.85\|76399;2026-06-01\|23.85\|-0.83\|24.00\|24.35\|23.67\|59055;2026-06-02\|23.54\|-1.30\|24.00\|24.28\|23.31\|47853;2026-06-03\|23.60\|0.25\|23.30\|24.14\|23.30\|51427;2026-06-04\|23.18\|-1.78\|23.42\|23.72\|22.99\|50944;2026-06-05\|23.90\|3.11\|23.15\|24.52\|23.00\|83097;2026-06-08\|22.84\|-4.44\|22.89\|23.76\|22.38\|64793;2026-06-09\|23.00\|0.70\|22.91\|23.37\|22.70\|43794;2026-06-10\|22.20\|-3.48\|22.68\|22.73\|21.95\|50324;2026-06-11\|21.81\|-1.76\|21.97\|22.45\|21.66\|41489;2026-06-12\|22.21\|1.83\|22.20\|22.77\|22.08\|47907;2026-06-15\|23.09\|3.96\|22.38\|23.19\|22.17\|48539;2026-06-16\|23.53\|2.17\|23.00\|23.65\|22.81\|39364;2026-06-17\|23.65\|0.51\|23.18\|23.75\|23.10\|41939;2026-06-18\|24.17\|2.20\|23.56\|24.35\|23.18\|65373;2026-06-22\|23.94\|-0.95\|24.16\|24.32\|23.00\|65777;2026-06-23\|24.13\|0.79\|23.80\|24.71\|23.53\|64437;2026-06-24\|23.93\|-0.83\|24.10\|24.10\|23.10\|65436;2026-06-25\|23.31\|-2.59\|24.06\|24.15\|23.00\|55898;2026-06-26\|22.51\|-3.43\|23.13\|23.20\|22.25\|50904;2026-06-29\|21.80\|-3.15\|22.51\|22.89\|21.08\|58839;2026-06-30\|22.55\|3.44\|21.82\|22.65\|21.60\|44790;2026-07-01\|23.09\|2.39\|22.67\|23.64\|22.50\|50328;2026-07-02\|22.77\|-1.39\|22.71\|23.80\|22.20\|55611;2026-07-03\|23.65\|3.86\|22.57\|24.10\|22.30\|66720;2026-07-06\|22.86\|-3.34\|24.34\|24.34\|22.57\|66071;2026-07-07\|22.16\|-3.06\|22.64\|23.22\|21.91\|49199;2026-07-08\|21.09\|-4.83\|22.35\|22.39\|20.96\|49314;2026-07-09\|23.20\|10.00\|21.32\|23.20\|20.86\|83176;2026-07-10\|22.46\|-3.19\|23.68\|23.68\|22.46\|93235;2026-07-13\|24.71\|10.02\|23.38\|24.71\|23.38\|142736;2026-07-14\|23.00\|-6.92\|24.27\|24.47\|22.24\|243988;2026-07-15\|21.62\|-6.00\|22.60\|23.09\|21.47\|130574;2026-07-16\|20.66\|-4.44\|21.70\|22.80\|20.50\|127571;2026-07-17\|18.59\|-10.02\|20.72\|20.72\|18.59\|102209
103008	国家电网印发《2026年具身智能发展规划》	AI验布机+高端装备+纺织机械 1、据2026年4月11日2025年年度报告，公司自主研发的“YJAI智能验布机”被浙江省经信厅认定为2025年度浙江省首台套装备，基于边缘计算与云端协同技术实现纺织全产业链数字化质量追溯。 2、据2026年4月11日2025年年度报告，公司主营加弹机、经编机等高端纺织装备，加弹机销量业内领先，具备个性化定制与完善售后服务体系。 3、据2026年4月25日董事会决议公告，公司发布2026年度“提质增效重回报”行动方案，明确将AI技术深度融入纺织装备，强化智能化转型。	1、公司主营纺织机械设备，产品包括加弹机、空气包覆丝机、经编机及剑杆织机四大类产品； 2、公司作为有限合伙人投资嘉兴德宁悦涧股权投资合伙企业（有限合伙），持股比例99%，该合伙企业主要投资于与公司有一定业务协同的工业互联网、工业软件、机器人及零部件、智能制造等领域的企业	2026-03-10\|20.32\|-0.44\|20.60\|20.70\|20.07\|51356;2026-03-11\|20.28\|-0.20\|20.25\|20.88\|20.05\|48941;2026-03-12\|19.88\|-1.97\|20.20\|20.44\|19.81\|35620;2026-03-13\|19.26\|-3.12\|19.78\|20.21\|19.21\|40094;2026-03-16\|18.90\|-1.87\|19.40\|19.50\|18.57\|41526;2026-03-17\|18.57\|-1.75\|19.01\|19.09\|18.50\|26662;2026-03-18\|18.54\|-0.16\|18.57\|18.63\|18.12\|31856;2026-03-19\|17.63\|-4.91\|18.35\|18.35\|17.46\|39057;2026-03-20\|16.92\|-4.03\|17.63\|17.78\|16.82\|31952;2026-03-23\|16.70\|-1.30\|16.87\|18.15\|16.31\|67339;2026-03-24\|17.52\|4.91\|17.00\|17.52\|16.74\|42171;2026-03-25\|17.65\|0.74\|17.55\|17.84\|17.37\|26281;2026-03-26\|17.11\|-3.06\|17.60\|17.67\|16.90\|29198;2026-03-27\|17.66\|3.21\|17.00\|17.93\|16.90\|27145;2026-03-30\|17.72\|0.34\|17.48\|17.89\|17.25\|20546;2026-03-31\|17.83\|0.62\|17.65\|18.20\|17.61\|38543;2026-04-01\|17.95\|0.67\|18.19\|18.27\|17.84\|21393;2026-04-02\|17.50\|-2.51\|17.95\|18.14\|17.42\|20144;2026-04-03\|17.16\|-1.94\|17.48\|17.70\|17.10\|21646;2026-04-07\|17.50\|1.98\|17.15\|17.59\|17.15\|18393;2026-04-08\|18.18\|3.89\|17.97\|18.45\|17.67\|28164;2026-04-09\|17.88\|-1.65\|18.18\|18.20\|17.79\|25778;2026-04-10\|18.18\|1.68\|17.88\|18.32\|17.88\|16203;2026-04-13\|17.88\|-1.65\|17.68\|17.93\|17.25\|30345;2026-04-14\|17.92\|0.22\|18.24\|18.24\|17.67\|17577;2026-04-15\|17.68\|-1.34\|17.95\|18.18\|17.58\|22555;2026-04-16\|18.02\|1.92\|17.67\|18.27\|17.57\|25942;2026-04-17\|18.25\|1.28\|18.02\|18.55\|17.73\|24809;2026-04-20\|17.79\|-2.52\|18.21\|18.21\|17.67\|31431;2026-04-21\|18.04\|1.41\|17.79\|18.47\|17.45\|41835;2026-04-22\|18.27\|1.27\|17.99\|18.72\|17.84\|44074;2026-04-23\|17.52\|-4.11\|18.11\|18.26\|17.33\|48154;2026-04-24\|17.32\|-1.14\|17.31\|17.58\|16.89\|36483;2026-04-27\|19.05\|9.99\|17.80\|19.05\|17.01\|111680;2026-04-28\|20.96\|10.03\|20.49\|20.96\|19.05\|83536;2026-04-29\|23.06\|10.02\|20.75\|23.06\|19.50\|239288;2026-04-30\|25.37\|10.02\|25.37\|25.37\|25.37\|37612;2026-05-06\|24.18\|-4.69\|27.77\|27.77\|23.69\|296263;2026-05-07\|26.60\|10.01\|24.00\|26.60\|24.00\|328965;2026-05-08\|25.86\|-2.78\|25.36\|27.20\|24.42\|291739;2026-05-11\|25.18\|-2.63\|26.00\|26.00\|24.50\|214673;2026-05-12\|24.65\|-2.10\|24.81\|24.85\|23.41\|179221;2026-05-13\|25.44\|3.20\|24.31\|26.60\|24.01\|190055;2026-05-14\|24.59\|-3.34\|24.47\|26.28\|24.45\|136310;2026-05-15\|24.08\|-2.07\|24.28\|25.17\|23.86\|121808;2026-05-18\|22.30\|-7.39\|23.53\|23.99\|22.10\|140870;2026-05-19\|21.74\|-2.51\|22.33\|22.50\|20.70\|116796;2026-05-20\|22.27\|2.44\|21.74\|22.55\|21.38\|89621;2026-05-21\|22.08\|-0.85\|22.20\|23.05\|21.70\|95936;2026-05-22\|21.63\|-2.04\|22.10\|22.59\|21.40\|61169;2026-05-25\|20.81\|-3.79\|21.50\|22.14\|20.76\|81460;2026-05-26\|20.74\|-0.34\|20.70\|21.04\|20.01\|68776;2026-05-27\|19.90\|-4.05\|20.95\|20.95\|19.85\|56511;2026-05-28\|19.92\|0.10\|19.85\|20.16\|19.27\|51618;2026-05-29\|19.91\|-0.05\|20.02\|20.57\|19.66\|50811;2026-06-01\|19.72\|-0.95\|19.67\|20.02\|19.22\|40872;2026-06-02\|19.21\|-2.59\|19.53\|19.72\|18.70\|41221;2026-06-03\|19.18\|-0.16\|19.20\|19.53\|18.82\|35621;2026-06-04\|19.14\|-0.21\|19.15\|19.35\|18.81\|32118;2026-06-05\|18.78\|-1.88\|19.35\|19.35\|18.41\|60770;2026-06-08\|17.93\|-4.53\|18.34\|18.68\|17.70\|46138;2026-06-09\|17.72\|-1.17\|18.23\|18.23\|17.57\|31956;2026-06-10\|17.82\|0.56\|17.81\|17.96\|17.12\|44533;2026-06-11\|17.63\|-1.07\|17.40\|17.83\|17.40\|25671;2026-06-12\|17.55\|-0.45\|17.90\|18.47\|17.54\|54631;2026-06-15\|17.99\|2.51\|17.80\|18.14\|17.59\|36635;2026-06-16\|18.18\|1.06\|17.85\|18.29\|17.60\|35556;2026-06-17\|16.98\|-6.60\|17.87\|18.17\|16.90\|69317;2026-06-18\|16.66\|-1.88\|17.09\|17.26\|16.57\|49961;2026-06-22\|16.00\|-3.96\|16.60\|16.75\|15.70\|65553;2026-06-23\|16.20\|1.25\|15.85\|16.38\|15.85\|43304;2026-06-24\|15.56\|-3.95\|16.27\|16.50\|15.35\|49421;2026-06-25\|15.01\|-3.53\|15.52\|15.85\|14.90\|55266;2026-06-26\|14.32\|-4.60\|15.02\|15.04\|14.15\|66281;2026-06-29\|14.14\|-1.26\|14.32\|14.58\|13.66\|63679;2026-06-30\|14.32\|1.27\|14.07\|14.50\|14.01\|42207;2026-07-01\|14.30\|-0.14\|14.58\|14.58\|14.08\|42454;2026-07-02\|14.17\|-0.91\|14.28\|14.73\|14.15\|41751;2026-07-03\|14.75\|4.09\|14.45\|14.99\|14.15\|51715;2026-07-06\|14.03\|-4.88\|14.88\|14.92\|14.02\|46219;2026-07-07\|13.50\|-3.78\|14.03\|14.12\|13.50\|32399;2026-07-08\|13.18\|-2.37\|13.50\|13.51\|13.12\|26343;2026-07-09\|13.02\|-1.21\|13.28\|13.29\|12.58\|40091;2026-07-10\|13.35\|2.53\|12.96\|13.70\|12.90\|43968;2026-07-13\|12.60\|-5.62\|13.30\|13.30\|12.50\|36702;2026-07-14\|12.86\|2.06\|12.59\|12.86\|12.35\|25622;2026-07-15\|13.02\|1.24\|12.70\|13.20\|12.66\|31159;2026-07-16\|12.93\|-0.69\|13.10\|13.21\|12.63\|36022;2026-07-17\|12.19\|-5.72\|13.00\|13.00\|12.05\|42528
103007		电子级双氧水+芯片概念+一季报增长+柳州国资行业原因：据证券时报网7月2日报道，今天市场大跌的主因还是昨晚Meta搅局。据彭博援引知情人士透露，Meta正在制定一项全新的云业务计划，旨在向外部客户出售计算资源。该消息让市场认为，算力开始过剩，大厂的资本开支可能会下降，投资逻辑也因此生变。昨晚，美光、闪迪等大牛股疯狂杀跌就是此因。公司原因： 1、据2026年4月30日披露的一季报，公司报告期内双氧水产品价格回升，归母净利润371.69万元，同比增长70.37%。 2、据2025年1月6日互动易及2025年年报，公司生产的电子级双氧水G1/G2级主要用于半导体硅晶片清洗剂等电子行业；2025年高纯级产品合计生产0.59万吨，首批电子级双氧水已成功出口越南。 3、据2026年6月1日互动易，公司实际控制人为柳州市国资委，属于地方国有控股上市公司。	柳州市国资委旗下，广西最大的化肥化工生产企业之一
103006		花卉转型+ST板块+昆明国资公司原因： 1、据2025年8月26日半年度报告，公司正转型为花卉贸易及配套服务提供商，围绕昆明斗南花卉交易市场构建“交易+服务”协同生态，打造差异化主业，旨在化解退市风险。 2、据2025年4月29日年报，公司控股股东为昆明市交通投资集团有限责任公司，最终控制人为昆明市人民政府国有资产监督管理委员会，具备地方国资背景。	公司涉嫌信披违法违规被证监会立案	2026-03-10\|3.03\|0.33\|3.07\|3.07\|2.97\|23366;2026-03-11\|3.18\|4.95\|3.05\|3.18\|2.99\|42187;2026-03-12\|3.13\|-1.57\|3.30\|3.30\|3.13\|35345;2026-03-13\|3.03\|-3.19\|3.05\|3.13\|3.00\|26279;2026-03-16\|3.05\|0.66\|3.00\|3.11\|2.96\|30060;2026-03-17\|2.99\|-1.97\|3.04\|3.05\|2.98\|22104;2026-03-18\|2.84\|-5.02\|3.01\|3.01\|2.84\|49313;2026-03-19\|2.73\|-3.87\|2.77\|2.79\|2.70\|45546;2026-03-20\|2.87\|5.13\|2.80\|2.87\|2.76\|42980;2026-03-23\|3.01\|4.88\|2.95\|3.01\|2.90\|120860;2026-03-24\|3.16\|4.98\|2.91\|3.16\|2.88\|97709;2026-03-25\|3.09\|-2.22\|3.26\|3.26\|3.02\|89719;2026-03-26\|3.05\|-1.29\|3.09\|3.15\|2.97\|47193;2026-03-27\|2.99\|-1.97\|3.06\|3.06\|2.96\|23930;2026-03-30\|2.99\|0.00\|2.97\|3.02\|2.87\|35625;2026-03-31\|2.88\|-3.68\|2.98\|3.05\|2.86\|33785;2026-04-01\|2.86\|-0.69\|2.90\|2.91\|2.84\|24397;2026-04-02\|3.00\|4.90\|2.91\|3.00\|2.91\|39455;2026-04-03\|2.85\|-5.00\|2.96\|2.98\|2.85\|59555;2026-04-07\|2.71\|-4.91\|2.72\|2.79\|2.71\|27502;2026-04-08\|2.57\|-5.17\|2.70\|2.82\|2.57\|89338;2026-04-09\|2.44\|-5.06\|2.45\|2.49\|2.44\|26487;2026-04-10\|2.32\|-4.92\|2.32\|2.32\|2.32\|19062;2026-04-13\|2.44\|5.17\|2.30\|2.44\|2.27\|87699;2026-04-14\|2.45\|0.41\|2.32\|2.50\|2.32\|105905;2026-04-15\|2.36\|-3.67\|2.49\|2.49\|2.35\|52139;2026-04-16\|2.38\|0.85\|2.31\|2.43\|2.29\|51545;2026-04-17\|2.30\|-3.36\|2.34\|2.36\|2.26\|53318;2026-04-20\|2.29\|-0.43\|2.30\|2.36\|2.23\|42402;2026-04-21\|2.18\|-4.80\|2.24\|2.28\|2.18\|42420;2026-04-22\|2.18\|0.00\|2.14\|2.20\|2.07\|45813;2026-04-23\|2.29\|5.05\|2.13\|2.29\|2.13\|87074;2026-04-24\|2.18\|-4.80\|2.18\|2.18\|2.18\|20324;2026-04-27\|2.07\|-5.05\|2.07\|2.07\|2.07\|18295;2026-04-28\|1.97\|-4.83\|1.97\|1.97\|1.97\|11870;2026-04-29\|2.07\|5.08\|1.87\|2.07\|1.87\|118566;2026-06-08\|0.20\|-90.34\|0.20\|0.40\|0.17\|791127;2026-06-09\|0.18\|-10.00\|0.20\|0.20\|0.18\|436834;2026-06-10\|0.17\|-5.56\|0.17\|0.18\|0.16\|296073;2026-06-11\|0.17\|0.00\|0.17\|0.18\|0.17\|110048;2026-06-12\|0.18\|5.88\|0.18\|0.18\|0.17\|83558;2026-06-15\|0.18\|0.00\|0.17\|0.19\|0.17\|136157;2026-06-16\|0.18\|0.00\|0.18\|0.19\|0.17\|150806;2026-06-17\|0.18\|0.00\|0.18\|0.19\|0.17\|52773;2026-06-18\|0.18\|0.00\|0.19\|0.19\|0.18\|54971;2026-06-22\|0.18\|0.00\|0.18\|0.19\|0.18\|136852;2026-06-23\|0.18\|0.00\|0.18\|0.18\|0.17\|65699;2026-06-24\|0.16\|-11.11\|0.18\|0.18\|0.16\|107960;2026-06-25\|0.17\|6.25\|0.16\|0.17\|0.15\|102688;2026-06-26\|0.16\|-5.88\|0.17\|0.17\|0.16\|69343;2026-06-29\|0.17\|6.25\|0.17\|0.17\|0.16\|172796
103005		摘帽预期+精细化工+锂电池添加剂行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年3月31日年报及2026年4月13日互动易，公司2025年营收5.21亿元、亏损收窄65.91%，已向深交所提交撤销退市风险警示申请，目前处于审核阶段。 2、据2025年12月10日重整草案，公司主营农药、医药中间体，并拟利用现有产线布局锂电池电解液添加剂等高附加值新品，客户包括巴斯夫、拜耳。 3、据2026年1月公告，临港亚诺化工年产600吨MNO、2500吨二氯烟酸扩建项目已获环评批复并试生产，产能正逐步释放。	公司25年净利润同比减亏	2026-03-10\|8.60\|2.38\|8.49\|8.64\|8.44\|43108;2026-03-11\|8.63\|0.35\|8.63\|8.74\|8.59\|40525;2026-03-12\|8.40\|-2.67\|8.59\|8.76\|8.40\|50282;2026-03-13\|8.41\|0.12\|8.41\|8.55\|8.34\|54216;2026-03-16\|8.19\|-2.62\|8.33\|8.37\|8.15\|58803;2026-03-17\|8.28\|1.10\|8.27\|8.60\|8.27\|67188;2026-03-18\|8.41\|1.57\|8.21\|8.48\|8.11\|55190;2026-03-19\|8.25\|-1.90\|8.30\|8.47\|8.23\|52644;2026-03-20\|8.11\|-1.70\|8.25\|8.33\|8.06\|51469;2026-03-23\|7.70\|-5.06\|7.90\|8.05\|7.70\|75240;2026-03-24\|7.83\|1.69\|7.73\|7.84\|7.58\|52837;2026-03-25\|8.22\|4.98\|7.91\|8.22\|7.91\|78962;2026-03-26\|8.28\|0.73\|8.25\|8.36\|8.16\|67176;2026-03-27\|8.41\|1.57\|8.25\|8.55\|8.21\|56833;2026-03-30\|8.38\|-0.36\|8.32\|8.55\|8.19\|72342;2026-03-31\|7.96\|-5.01\|8.41\|8.46\|7.96\|125738;2026-04-01\|7.93\|-0.38\|8.07\|8.10\|7.84\|61290;2026-04-02\|7.82\|-1.39\|7.93\|8.06\|7.75\|51639;2026-04-03\|7.68\|-1.79\|7.75\|7.88\|7.68\|41280;2026-04-07\|7.59\|-1.17\|7.68\|7.78\|7.44\|46536;2026-04-08\|7.93\|4.48\|7.70\|7.97\|7.66\|71808;2026-04-09\|7.93\|0.00\|7.83\|7.94\|7.77\|58472;2026-04-10\|8.03\|1.26\|7.97\|8.18\|7.89\|55382;2026-04-13\|8.07\|0.50\|8.02\|8.26\|8.00\|51153;2026-04-14\|8.03\|-0.50\|8.02\|8.10\|7.88\|71916;2026-04-15\|7.99\|-0.50\|8.05\|8.15\|7.94\|44522;2026-04-16\|8.12\|1.63\|8.01\|8.18\|8.00\|54785;2026-04-17\|8.08\|-0.49\|8.10\|8.17\|8.02\|47386;2026-04-20\|8.02\|-0.74\|7.98\|8.05\|7.89\|45163;2026-04-21\|7.82\|-2.49\|7.96\|7.97\|7.78\|68274;2026-04-22\|7.65\|-2.17\|7.79\|7.82\|7.64\|45327;2026-04-23\|7.49\|-2.09\|7.63\|7.66\|7.35\|66996;2026-04-24\|7.41\|-1.07\|7.49\|7.56\|7.38\|45109;2026-04-27\|7.43\|0.27\|7.30\|7.44\|7.18\|49209;2026-04-28\|7.16\|-3.63\|7.35\|7.48\|7.15\|51802;2026-04-29\|7.52\|5.03\|7.22\|7.52\|7.11\|43636;2026-04-30\|7.65\|1.73\|7.58\|7.74\|7.53\|81070;2026-05-06\|7.71\|0.78\|7.63\|7.73\|7.51\|56214;2026-05-07\|7.94\|2.98\|7.69\|8.01\|7.65\|72054;2026-05-08\|8.02\|1.01\|7.95\|8.09\|7.84\|58230;2026-05-11\|7.92\|-1.25\|8.03\|8.03\|7.86\|55607;2026-05-12\|8.07\|1.89\|7.88\|8.27\|7.88\|69184;2026-05-13\|8.47\|4.96\|8.02\|8.47\|7.98\|88897;2026-05-14\|8.48\|0.12\|8.48\|8.69\|8.39\|101402;2026-05-15\|8.74\|3.07\|8.48\|8.85\|8.41\|95685;2026-05-18\|8.30\|-5.03\|8.45\|8.70\|8.30\|79608;2026-05-19\|8.31\|0.12\|8.24\|8.38\|8.06\|62861;2026-05-20\|8.32\|0.12\|8.30\|8.38\|8.25\|43033;2026-05-21\|8.25\|-0.84\|8.29\|8.53\|8.15\|61608;2026-05-22\|8.52\|3.27\|8.31\|8.55\|8.20\|61359;2026-05-25\|8.52\|0.00\|8.33\|8.68\|8.31\|72959;2026-05-26\|8.50\|-0.23\|8.46\|8.55\|8.31\|65339;2026-05-27\|8.25\|-2.94\|8.50\|8.51\|8.20\|56290;2026-05-28\|8.59\|4.12\|8.25\|8.66\|8.24\|100643;2026-06-01\|9.32\|8.50\|8.58\|9.45\|8.35\|353257;2026-06-02\|8.71\|-6.55\|9.07\|9.07\|8.52\|192024;2026-06-03\|8.96\|2.87\|8.61\|9.19\|8.40\|196344;2026-06-04\|8.72\|-2.68\|8.71\|8.92\|8.67\|97707;2026-06-05\|9.01\|3.33\|8.65\|9.10\|8.61\|117689;2026-06-08\|8.70\|-3.44\|8.80\|8.89\|8.56\|89671;2026-06-09\|9.18\|5.52\|8.68\|9.18\|8.68\|132947;2026-06-10\|9.39\|2.29\|9.15\|9.42\|9.01\|134969;2026-06-11\|9.93\|5.75\|9.30\|10.33\|9.23\|224911;2026-06-12\|9.97\|0.40\|10.05\|10.40\|9.78\|194202;2026-06-15\|10.51\|5.42\|9.99\|10.68\|9.76\|224749;2026-06-16\|11.15\|6.09\|10.33\|11.24\|10.33\|268993;2026-06-17\|11.58\|3.86\|11.27\|11.88\|11.05\|257511;2026-06-18\|12.23\|5.61\|11.57\|12.48\|10.84\|342332;2026-06-22\|11.61\|-5.07\|12.14\|12.39\|11.36\|311022;2026-06-23\|12.77\|9.99\|11.73\|12.77\|11.66\|221727;2026-06-24\|13.49\|5.64\|12.77\|13.55\|12.31\|427234;2026-06-25\|13.17\|-2.37\|12.88\|13.71\|12.70\|274726;2026-06-26\|12.20\|-7.37\|12.77\|13.00\|12.10\|254918;2026-06-29\|11.66\|-4.43\|12.29\|12.33\|11.29\|285776;2026-06-30\|11.56\|-0.86\|11.60\|12.00\|11.37\|168719;2026-07-01\|11.67\|0.95\|11.68\|11.92\|11.50\|140537;2026-07-02\|11.67\|0.00\|11.52\|12.30\|11.41\|155063;2026-07-03\|11.63\|-0.34\|11.67\|11.97\|11.54\|127872;2026-07-06\|11.78\|1.29\|11.63\|12.19\|11.52\|137806;2026-07-07\|11.10\|-5.77\|11.67\|11.96\|10.95\|188811;2026-07-08\|11.40\|2.70\|11.02\|11.50\|10.98\|166034;2026-07-09\|11.60\|1.75\|11.31\|11.70\|10.70\|249572;2026-07-10\|11.38\|-1.90\|11.50\|11.94\|11.30\|147075;2026-07-13\|10.54\|-7.38\|11.21\|11.36\|10.50\|131051;2026-07-14\|11.01\|4.46\|10.54\|11.17\|10.32\|132625;2026-07-15\|11.16\|1.36\|11.08\|11.32\|10.77\|99151;2026-07-16\|11.17\|0.09\|10.98\|11.33\|10.80\|107322;2026-07-17\|10.95\|-1.97\|11.17\|11.20\|10.33\|148828
103004		ST板块+园区运营+天津国资 1、据2026年4月25日公告，公司收到天津证监局《行政处罚决定书》，认定其未触及重大违法强制退市情形，仅因2021年及2022年年报虚假记载触及其他风险警示。 2、据2026年4月29日年报，公司是天津滨海高新区唯一的国有控股上市公司，以工业园区运营为核心主业，开发运营了绿色产业基地、创新基地等百余万平方米工业园区项目，形成“招商+投资+孵化”相结合的创新运营模式。 3、据2026年4月29日年报，公司实际控制人为天津市人民政府，拥有控股股东天津海泰控股集团有限公司的区域资源与政策优势。	公司一季度业绩小幅减亏
103003		元件+碳酸锂+申请摘帽行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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28日年报，公司深耕石英晶体元器件领域20余年，是国内主要厂商之一，具备年产各类电子元器件20亿只的能力，产品已在高通、紫光展锐等头部平台完成导入认证。 2、据2026年4月28日年报，公司2025年新设全资子公司开展电池级碳酸锂业务，已形成年产5000吨产能并实现收入1.02亿元，形成“电子元器件+锂电新材料”双主业格局。 3、据2026年5月28日及5月13日异常波动公告，公司已向深交所提交撤销退市风险警示的申请，目前尚在审核中。	公司一季度业绩同比减亏	2026-03-10\|8.05\|-0.12\|8.07\|8.18\|7.97\|19404;2026-03-11\|8.04\|-0.12\|8.07\|8.10\|8.00\|12307;2026-03-12\|7.92\|-1.49\|8.06\|8.09\|7.89\|18453;2026-03-13\|7.91\|-0.13\|7.99\|8.03\|7.80\|19292;2026-03-16\|7.90\|-0.13\|7.90\|7.93\|7.81\|17768;2026-03-17\|7.95\|0.63\|7.93\|8.14\|7.90\|23759;2026-03-18\|7.97\|0.25\|7.90\|8.03\|7.83\|15007;2026-03-19\|7.71\|-3.26\|7.93\|7.93\|7.62\|32379;2026-03-20\|7.32\|-5.06\|7.78\|7.78\|7.32\|41435;2026-03-23\|6.96\|-4.92\|7.17\|7.20\|6.95\|35488;2026-03-24\|7.31\|5.03\|7.15\|7.31\|6.96\|24327;2026-03-25\|7.68\|5.06\|7.37\|7.68\|7.37\|10952;2026-03-26\|8.06\|4.95\|7.95\|8.06\|7.68\|54566;2026-03-27\|8.46\|4.96\|8.26\|8.46\|8.09\|45624;2026-03-30\|8.52\|0.71\|8.63\|8.85\|8.30\|69760;2026-03-31\|8.31\|-2.46\|8.59\|8.67\|8.27\|42832;2026-04-01\|8.20\|-1.32\|8.40\|8.49\|8.14\|34350;2026-04-02\|8.19\|-0.12\|8.14\|8.22\|8.07\|16646;2026-04-03\|8.10\|-1.10\|8.20\|8.45\|8.09\|24885;2026-04-07\|8.27\|2.10\|8.06\|8.46\|8.06\|21039;2026-04-08\|8.19\|-0.97\|8.23\|8.36\|8.07\|32907;2026-04-09\|8.15\|-0.49\|8.27\|8.27\|8.11\|13825;2026-04-10\|8.56\|5.03\|8.11\|8.56\|8.11\|19434;2026-04-13\|8.99\|5.02\|8.74\|8.99\|8.74\|20601;2026-04-14\|9.20\|2.34\|9.10\|9.44\|9.05\|70760;2026-04-15\|9.33\|1.41\|9.33\|9.36\|9.07\|37174;2026-04-16\|9.33\|0.00\|9.43\|9.75\|9.20\|55966;2026-04-17\|9.52\|2.04\|9.35\|9.74\|9.26\|42619;2026-04-20\|9.33\|-2.00\|9.40\|9.58\|9.23\|38382;2026-04-21\|9.43\|1.07\|9.34\|9.60\|9.34\|24075;2026-04-22\|9.42\|-0.11\|9.33\|9.47\|9.26\|21074;2026-04-23\|9.39\|-0.32\|9.33\|9.41\|9.27\|20252;2026-04-24\|9.75\|3.83\|9.37\|9.82\|9.27\|43885;2026-04-27\|10.16\|4.21\|10.16\|10.24\|9.90\|68964;2026-04-28\|9.74\|-4.13\|10.49\|10.50\|9.71\|84005;2026-04-29\|10.23\|5.03\|9.75\|10.23\|9.60\|50378;2026-04-30\|10.56\|3.23\|10.50\|10.74\|10.44\|122546;2026-05-06\|11.09\|5.02\|10.71\|11.09\|10.33\|123465;2026-05-07\|11.45\|3.25\|11.11\|11.59\|10.93\|107718;2026-05-08\|12.02\|4.98\|11.44\|12.02\|11.44\|79876;2026-05-11\|12.62\|4.99\|12.43\|12.62\|12.39\|34006;2026-05-12\|13.25\|4.99\|13.25\|13.25\|13.00\|79897;2026-05-13\|13.91\|4.98\|13.80\|13.91\|13.25\|69511;2026-05-14\|14.61\|5.03\|14.60\|14.61\|14.51\|17644;2026-05-15\|13.88\|-5.00\|15.19\|15.34\|13.88\|116619;2026-05-18\|13.19\|-4.97\|13.19\|13.19\|13.19\|12664;2026-05-19\|13.32\|0.99\|12.90\|13.58\|12.53\|173306;2026-05-20\|13.39\|0.53\|13.29\|13.99\|13.05\|105780;2026-05-21\|12.92\|-3.51\|13.18\|13.88\|12.75\|98454;2026-05-22\|13.57\|5.03\|13.14\|13.57\|13.05\|63136;2026-05-25\|14.25\|5.01\|14.24\|14.25\|14.15\|12224;2026-05-26\|14.74\|3.44\|14.82\|14.96\|14.23\|134050;2026-05-27\|15.48\|5.02\|14.66\|15.48\|14.65\|117948;2026-05-28\|15.68\|1.29\|15.50\|16.00\|15.23\|95577;2026-05-29\|15.10\|-3.70\|15.66\|15.96\|14.90\|88033;2026-06-01\|14.35\|-4.97\|15.11\|15.26\|14.35\|56017;2026-06-02\|14.10\|-1.74\|14.50\|14.78\|13.86\|54908;2026-06-03\|13.78\|-2.27\|14.28\|14.60\|13.65\|78242;2026-06-04\|13.09\|-5.01\|13.78\|14.05\|13.09\|78160;2026-06-05\|13.23\|1.07\|13.08\|13.35\|12.62\|61979;2026-06-08\|12.79\|-3.33\|13.30\|13.30\|12.66\|44523;2026-06-09\|13.43\|5.00\|12.90\|13.43\|12.90\|28734;2026-06-10\|13.88\|3.35\|14.00\|14.10\|13.70\|66032;2026-06-11\|13.83\|-0.36\|13.58\|14.28\|13.53\|45976;2026-06-12\|13.23\|-4.34\|13.87\|14.00\|13.15\|42296;2026-06-15\|13.32\|0.68\|13.23\|13.60\|12.92\|31177;2026-06-16\|13.29\|-0.23\|13.33\|13.59\|12.86\|37433;2026-06-17\|13.37\|0.60\|13.30\|13.93\|13.15\|33728;2026-06-18\|13.03\|-2.54\|13.06\|13.39\|13.02\|32402;2026-06-22\|12.38\|-4.99\|12.90\|13.09\|12.38\|38050;2026-06-23\|12.18\|-1.62\|12.30\|12.39\|11.84\|57706;2026-06-24\|12.22\|0.33\|12.30\|12.64\|11.62\|56965;2026-06-25\|12.04\|-1.47\|12.23\|12.28\|11.90\|32883;2026-06-26\|12.20\|1.33\|11.99\|12.57\|11.83\|28970;2026-06-29\|11.59\|-5.00\|12.18\|12.18\|11.59\|29535;2026-06-30\|11.33\|-2.24\|11.30\|11.49\|11.01\|29138;2026-07-01\|11.90\|5.03\|11.53\|11.90\|11.45\|41697;2026-07-02\|12.28\|3.19\|11.69\|12.43\|11.50\|53473;2026-07-03\|12.89\|4.97\|12.37\|12.89\|12.36\|29623;2026-07-06\|12.08\|-6.28\|13.26\|13.60\|12.01\|60794;2026-07-07\|11.85\|-1.90\|12.09\|12.30\|11.82\|26053;2026-07-08\|12.00\|1.27\|11.90\|12.28\|11.65\|20027;2026-07-09\|11.88\|-1.00\|12.19\|12.25\|11.66\|20218;2026-07-10\|11.97\|0.76\|11.88\|12.49\|11.61\|28172;2026-07-13\|11.57\|-3.34\|12.09\|12.19\|11.40\|24103;2026-07-14\|11.44\|-1.12\|11.31\|11.90\|11.03\|23353;2026-07-15\|11.59\|1.31\|11.66\|11.66\|11.30\|14735;2026-07-16\|11.26\|-2.85\|11.62\|11.62\|11.10\|11254;2026-07-17\|10.81\|-4.00\|11.26\|11.36\|10.46\|33479
103002		涨停揭秘：公司申请撤销其他风险警示，叠加2025年及2026年一季度连续减亏，中成药主业复苏信号明确；涨停缘由：ST摘帽预期+中成药核心品种小儿肺咳颗粒等放量+2025年净亏损同比收窄36.59%、2026Q1续亏收窄21.20%；资金逻辑：主力资金净流入351.87万元，封单积极，市场博弈摘帽确定性与医药板块估值修复；风险提示：摘帽申请尚未获深交所核准，持续经营能力仍待验证，2025年全年营收同比下滑9.76%，未分配利润为正但母公司净利润为负	公司年报及一季报业绩同比减亏	2026-03-10\|5.41\|-0.18\|5.43\|5.50\|5.37\|48970;2026-03-11\|5.54\|2.40\|5.40\|5.63\|5.35\|72310;2026-03-12\|5.32\|-3.97\|5.53\|5.53\|5.32\|62902;2026-03-13\|5.28\|-0.75\|5.32\|5.37\|5.26\|24774;2026-03-16\|5.38\|1.89\|5.31\|5.40\|5.25\|47097;2026-03-17\|5.30\|-1.49\|5.39\|5.44\|5.29\|31754;2026-03-18\|5.33\|0.57\|5.30\|5.35\|5.22\|25244;2026-03-19\|5.22\|-2.06\|5.30\|5.32\|5.18\|29444;2026-03-20\|5.17\|-0.96\|5.27\|5.35\|5.16\|49682;2026-03-23\|4.91\|-5.03\|5.08\|5.09\|4.91\|46252;2026-03-24\|5.02\|2.24\|4.93\|5.03\|4.88\|48460;2026-03-25\|5.11\|1.79\|5.04\|5.12\|5.03\|29964;2026-03-26\|5.13\|0.39\|5.11\|5.17\|5.08\|41221;2026-03-27\|5.19\|1.17\|5.09\|5.21\|5.06\|34258;2026-03-30\|5.14\|-0.96\|5.14\|5.16\|5.09\|28682;2026-03-31\|5.03\|-2.14\|5.14\|5.25\|5.02\|49932;2026-04-01\|5.16\|2.58\|5.11\|5.16\|5.07\|36905;2026-04-02\|5.10\|-1.16\|5.17\|5.24\|5.08\|33780;2026-04-03\|4.93\|-3.33\|5.10\|5.12\|4.88\|42618;2026-04-07\|5.02\|1.83\|4.90\|5.04\|4.90\|32587;2026-04-08\|5.15\|2.59\|5.05\|5.15\|5.05\|32941;2026-04-09\|5.03\|-2.33\|5.12\|5.12\|5.01\|24813;2026-04-10\|5.04\|0.20\|5.06\|5.10\|5.03\|19980;2026-04-13\|5.10\|1.19\|5.03\|5.11\|5.03\|23869;2026-04-14\|5.09\|-0.20\|5.09\|5.12\|5.02\|25165;2026-04-15\|5.09\|0.00\|5.11\|5.13\|5.07\|22984;2026-04-16\|5.09\|0.00\|5.10\|5.11\|5.05\|17006;2026-04-17\|5.02\|-1.38\|5.08\|5.10\|4.98\|29292;2026-04-20\|4.99\|-0.60\|5.03\|5.03\|4.97\|22918;2026-04-21\|5.00\|0.20\|5.00\|5.02\|4.98\|15822;2026-04-22\|5.04\|0.80\|5.02\|5.04\|5.00\|18242;2026-04-23\|4.96\|-1.59\|5.01\|5.04\|4.94\|30645;2026-04-24\|5.00\|0.81\|4.95\|5.01\|4.93\|22236;2026-04-27\|5.16\|3.20\|5.00\|5.19\|4.96\|50497;2026-04-28\|5.18\|0.39\|5.17\|5.26\|5.13\|44172;2026-04-29\|5.44\|5.02\|5.27\|5.44\|5.22\|72074;2026-04-30\|5.42\|-0.37\|5.49\|5.58\|5.40\|84924;2026-05-06\|5.35\|-1.29\|5.44\|5.44\|5.32\|49243;2026-05-07\|5.43\|1.50\|5.33\|5.48\|5.32\|46134;2026-05-08\|5.59\|2.95\|5.40\|5.65\|5.40\|45184;2026-05-11\|5.56\|-0.54\|5.58\|5.61\|5.51\|35467;2026-05-12\|5.47\|-1.62\|5.55\|5.56\|5.42\|49931;2026-05-13\|5.43\|-0.73\|5.49\|5.49\|5.41\|33571;2026-05-14\|5.52\|1.66\|5.48\|5.54\|5.41\|40538;2026-05-15\|5.39\|-2.36\|5.54\|5.54\|5.33\|38844;2026-05-18\|5.43\|0.74\|5.35\|5.44\|5.33\|35184;2026-05-19\|5.50\|1.29\|5.42\|5.55\|5.42\|31526;2026-05-20\|5.43\|-1.27\|5.49\|5.50\|5.39\|30883;2026-05-21\|5.24\|-3.50\|5.43\|5.46\|5.24\|49841;2026-05-22\|5.42\|3.44\|5.26\|5.49\|5.21\|61638;2026-05-25\|5.47\|0.92\|5.43\|5.48\|5.38\|38035;2026-05-26\|5.45\|-0.37\|5.45\|5.47\|5.36\|32172;2026-05-27\|5.48\|0.55\|5.44\|5.53\|5.31\|54830;2026-05-28\|5.52\|0.73\|5.45\|5.59\|5.45\|43923;2026-05-29\|5.40\|-2.17\|5.51\|5.51\|5.31\|59116;2026-06-01\|5.50\|1.85\|5.39\|5.50\|5.34\|40558;2026-06-02\|5.46\|-0.73\|5.47\|5.56\|5.45\|23310;2026-06-03\|5.35\|-2.01\|5.45\|5.49\|5.31\|36420;2026-06-04\|5.25\|-1.87\|5.32\|5.32\|5.22\|31935;2026-06-05\|5.24\|-0.19\|5.23\|5.30\|5.20\|26736;2026-06-08\|5.12\|-2.29\|5.19\|5.26\|5.06\|41642;2026-06-09\|5.12\|0.00\|5.13\|5.19\|5.07\|24163;2026-06-10\|5.05\|-1.37\|5.12\|5.12\|4.99\|36094;2026-06-11\|5.02\|-0.59\|5.04\|5.10\|4.95\|26046;2026-06-12\|5.14\|2.39\|5.11\|5.22\|5.11\|28278;2026-06-15\|5.18\|0.78\|5.15\|5.20\|5.06\|29491;2026-06-16\|5.13\|-0.97\|5.19\|5.22\|5.08\|32572;2026-06-17\|5.03\|-1.95\|5.14\|5.14\|5.00\|29614;2026-06-18\|4.93\|-1.99\|5.04\|5.04\|4.92\|25010;2026-06-22\|4.83\|-2.03\|4.91\|4.92\|4.68\|62782;2026-06-23\|4.89\|1.24\|4.78\|4.96\|4.78\|40400;2026-06-24\|4.75\|-2.86\|4.89\|4.92\|4.73\|31565;2026-06-25\|4.64\|-2.32\|4.75\|4.77\|4.55\|31908;2026-06-26\|4.52\|-2.59\|4.66\|4.66\|4.47\|23678;2026-06-29\|4.47\|-1.11\|4.50\|4.53\|4.32\|34477;2026-06-30\|4.49\|0.45\|4.48\|4.49\|4.39\|17790;2026-07-01\|4.66\|3.79\|4.47\|4.67\|4.47\|28480;2026-07-02\|4.79\|2.79\|4.66\|4.84\|4.64\|27839;2026-07-03\|5.03\|5.01\|4.78\|5.03\|4.78\|41375;2026-07-06\|5.08\|0.99\|5.10\|5.11\|4.99\|29926;2026-07-07\|4.80\|-5.51\|5.05\|5.06\|4.78\|39091;2026-07-08\|4.89\|1.88\|4.80\|4.89\|4.72\|18286;2026-07-09\|4.85\|-0.82\|4.83\|4.91\|4.76\|20182;2026-07-10\|4.88\|0.62\|4.80\|4.94\|4.78\|19439;2026-07-13\|4.71\|-3.48\|4.84\|4.90\|4.66\|20453;2026-07-14\|4.80\|1.91\|4.71\|4.81\|4.67\|9311;2026-07-15\|4.98\|3.75\|4.79\|5.07\|4.75\|42616;2026-07-16\|4.98\|0.00\|4.92\|5.02\|4.92\|23504;2026-07-17\|4.80\|-3.61\|4.95\|5.06\|4.80\|28126
103001		卫星通信+商业航天+一季报扭亏行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年4月29日2025年年度报告，公司持有Ka高通量卫星轨位稀缺资源，具备运营政府、民用、商业卫星能力，服务覆盖“一带一路”沿线及海峡两岸，卫星终端已规模化量产。 2、据2026年4月29日2026年一季度报告，公司一季度营收4.79亿元，同比增长53.47%；归母净利润3643.11万元，同比扭亏为盈。 3、据2026年4月29日2025年年度报告，公司聚焦“一网一屏”战略，主营卫星通信、新型显示制造及信息服务三大板块，智能主控板卡年出货量近1500万片，服务全球超200家客户。	公司一季度净利润3643.11万元，同比增长194.24%	2026-03-10\|4.43\|-4.94\|4.43\|4.43\|4.43\|163319;2026-03-11\|4.32\|-2.48\|4.43\|4.61\|4.25\|2294713;2026-03-12\|4.54\|5.09\|4.37\|4.54\|4.33\|1226129;2026-03-13\|4.56\|0.44\|4.77\|4.77\|4.41\|1754595;2026-03-16\|4.79\|5.04\|4.50\|4.79\|4.46\|1222868;2026-03-17\|4.59\|-4.18\|4.79\|4.84\|4.55\|1210405;2026-03-18\|4.36\|-5.01\|4.38\|4.45\|4.36\|1014917;2026-03-19\|4.14\|-5.05\|4.22\|4.25\|4.14\|836929;2026-03-20\|3.97\|-4.11\|4.08\|4.14\|3.93\|1034986;2026-03-23\|3.77\|-5.04\|3.87\|3.90\|3.77\|643985;2026-03-24\|3.96\|5.04\|3.87\|3.96\|3.65\|1176222;2026-03-25\|3.98\|0.51\|3.91\|4.05\|3.89\|951264;2026-03-26\|4.11\|3.27\|4.06\|4.18\|4.00\|1389563;2026-03-27\|3.97\|-3.41\|3.94\|4.03\|3.90\|1166675;2026-03-30\|3.94\|-0.76\|3.86\|3.98\|3.81\|631254;2026-03-31\|3.99\|1.27\|3.98\|4.14\|3.96\|968740;2026-04-01\|3.98\|-0.25\|4.03\|4.09\|3.95\|669303;2026-04-02\|3.78\|-5.03\|4.00\|4.02\|3.78\|825850;2026-04-03\|3.72\|-1.59\|3.77\|3.82\|3.65\|530153;2026-04-07\|3.62\|-2.69\|3.67\|3.70\|3.58\|478876;2026-04-08\|3.80\|4.97\|3.71\|3.80\|3.67\|785804;2026-04-09\|3.93\|3.42\|3.75\|3.98\|3.68\|947196;2026-04-10\|3.95\|0.51\|3.93\|4.10\|3.92\|829762;2026-04-13\|4.15\|5.06\|4.06\|4.15\|4.06\|895422;2026-04-14\|4.25\|2.41\|4.20\|4.35\|4.11\|1020832;2026-04-15\|4.15\|-2.35\|4.26\|4.29\|4.14\|574546;2026-04-16\|4.10\|-1.20\|4.16\|4.22\|4.06\|499318;2026-04-17\|4.01\|-2.20\|4.08\|4.12\|4.01\|416908;2026-04-20\|4.21\|4.99\|4.01\|4.21\|4.00\|790331;2026-04-21\|4.38\|4.04\|4.25\|4.42\|4.20\|862897;2026-04-22\|4.17\|-4.79\|4.31\|4.32\|4.16\|826442;2026-04-23\|4.09\|-1.92\|4.18\|4.21\|4.06\|446277;2026-04-24\|4.07\|-0.49\|4.04\|4.14\|4.03\|331839;2026-04-27\|4.12\|1.23\|4.19\|4.26\|4.12\|587508;2026-04-28\|3.91\|-5.10\|4.02\|4.05\|3.91\|570378;2026-04-29\|4.11\|5.12\|4.11\|4.11\|4.07\|261812;2026-04-30\|4.31\|4.87\|4.20\|4.31\|4.10\|791133;2026-05-06\|4.41\|2.32\|4.36\|4.52\|4.30\|746056;2026-05-07\|4.32\|-2.04\|4.42\|4.49\|4.26\|630811;2026-05-08\|4.50\|4.17\|4.33\|4.52\|4.31\|574675;2026-05-11\|4.73\|5.11\|4.59\|4.73\|4.56\|405116;2026-05-12\|4.82\|1.90\|4.90\|4.97\|4.73\|1159210;2026-05-13\|5.06\|4.98\|4.82\|5.06\|4.76\|810930;2026-05-14\|5.07\|0.20\|5.10\|5.18\|4.85\|805007;2026-05-15\|4.82\|-4.93\|4.98\|5.10\|4.82\|638812;2026-05-18\|5.02\|4.15\|4.88\|5.05\|4.69\|525295;2026-05-19\|5.27\|4.98\|4.98\|5.27\|4.92\|668488;2026-05-20\|5.18\|-1.71\|5.27\|5.33\|5.17\|520347;2026-05-21\|4.92\|-5.02\|5.15\|5.19\|4.92\|608504;2026-05-22\|4.80\|-2.44\|4.88\|4.92\|4.67\|547526;2026-05-25\|4.84\|0.83\|4.79\|4.93\|4.76\|365069;2026-05-26\|4.66\|-3.72\|4.78\|4.78\|4.60\|421665;2026-05-27\|4.73\|1.50\|4.61\|4.83\|4.53\|449747;2026-05-28\|4.74\|0.21\|4.65\|4.80\|4.61\|307671;2026-05-29\|4.50\|-5.06\|4.72\|4.74\|4.50\|446250;2026-06-01\|4.64\|3.11\|4.54\|4.65\|4.41\|325684;2026-06-02\|4.61\|-0.65\|4.63\|4.70\|4.51\|317197;2026-06-03\|4.53\|-1.74\|4.57\|4.67\|4.44\|445291;2026-06-04\|4.30\|-5.08\|4.46\|4.52\|4.30\|444244;2026-06-05\|4.29\|-0.23\|4.28\|4.38\|4.19\|314961;2026-06-08\|4.32\|0.70\|4.15\|4.43\|4.12\|426860;2026-06-09\|4.46\|3.24\|4.37\|4.53\|4.34\|402153;2026-06-10\|4.24\|-4.93\|4.41\|4.43\|4.24\|265533;2026-06-11\|4.05\|-4.48\|4.09\|4.15\|4.03\|391008;2026-06-12\|4.07\|0.49\|4.11\|4.19\|4.06\|283521;2026-06-15\|4.09\|0.49\|4.11\|4.14\|3.97\|324825;2026-06-16\|4.26\|4.16\|4.11\|4.29\|4.05\|430190;2026-06-17\|4.10\|-3.76\|4.18\|4.22\|4.08\|312702;2026-06-18\|3.97\|-3.17\|4.06\|4.12\|3.97\|310399;2026-06-22\|3.79\|-4.53\|3.91\|3.94\|3.77\|416643;2026-06-23\|3.86\|1.85\|3.75\|3.93\|3.74\|287512;2026-06-24\|3.67\|-4.92\|3.81\|3.87\|3.67\|316594;2026-06-25\|3.49\|-4.90\|3.53\|3.55\|3.49\|112755;2026-06-26\|3.33\|-4.58\|3.32\|3.54\|3.32\|485490;2026-06-29\|3.16\|-5.11\|3.32\|3.34\|3.16\|375938;2026-06-30\|3.11\|-1.58\|3.01\|3.16\|3.00\|463774;2026-07-01\|3.25\|4.50\|3.14\|3.27\|3.13\|381163;2026-07-02\|3.41\|4.92\|3.21\|3.41\|3.21\|395599;2026-07-03\|3.46\|1.47\|3.41\|3.52\|3.33\|393059;2026-07-06\|3.27\|-5.49\|3.50\|3.60\|3.26\|348823;2026-07-07\|3.09\|-5.50\|3.21\|3.34\|3.08\|369349;2026-07-08\|3.40\|10.03\|3.10\|3.40\|3.10\|421468;2026-07-09\|3.44\|1.18\|3.42\|3.59\|3.33\|479252;2026-07-10\|3.57\|3.78\|3.38\|3.72\|3.38\|425877;2026-07-13\|3.31\|-7.28\|3.54\|3.58\|3.28\|361460;2026-07-14\|3.42\|3.32\|3.31\|3.44\|3.25\|279904;2026-07-15\|3.46\|1.17\|3.42\|3.56\|3.39\|261588;2026-07-16\|3.50\|1.16\|3.41\|3.54\|3.37\|229395;2026-07-17\|3.54\|1.14\|3.50\|3.62\|3.40\|358192
103000		超充网络+特高压+储能微电网行业原因： 3月5日，比亚迪正式发布第二代刀片电池，从10%到97%的充电速度仅9分钟。为实现第二代刀片电池的闪充速度，比亚迪全新开发了闪充桩，其单枪充电功率做到1500kw。比亚迪发布“闪充中国”战略，宣布将在全国范围内大规模建设闪充站，到2026年底要建设落成2万座闪充站。公司原因： 1、据2025年4月30日年报，公司是国家能源局批准的三家电动汽车大功率充电试点单位之一和四家电动汽车大功率充电示范运营单位之一，目前拥有超充充电网络规模居全国第一。 2、据2025年4月30日年报，子公司西安奥特迅电力电子技术有限公司以储能产品为基础，积极拓展储能变流器、储能系统、微电网等相关领域的业务。 3、据2025年4月30日年报，公司自主研发的电力用直流和交流一体化不间断电源设备、微机控制高频开关直流电源系统填补国内空白，已应用于全国首个特高压1000kV变电站及多个柔性直流输电国家重大工程。	电力自动化电源行业龙头企业；一季报业绩小幅减亏
102999		4亿合同+算力概念+ST保壳行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2026年2月14日公告，子公司签订约4亿元日常经营性采购合同。 2、据2025年4月23日年度报告，公司围绕“AI+”布局智算服务、AI一体机及AI Agent行业一体化服务，切入算力运营赛道。 3、据2025年年度报告，公司主营电信软件及技术服务，为中国较大的应用软件开发和集成商之一。	公司主营智慧城市行业应用软件开发	2026-03-10\|8.10\|4.38\|7.93\|8.15\|7.87\|223786;2026-03-11\|8.35\|3.09\|8.15\|8.48\|8.07\|163808;2026-03-12\|8.19\|-1.92\|8.30\|8.46\|8.07\|132809;2026-03-13\|7.97\|-2.69\|8.09\|8.29\|7.87\|125870;2026-03-16\|8.37\|5.02\|7.91\|8.37\|7.86\|111845;2026-03-17\|8.79\|5.02\|8.39\|8.79\|8.39\|173658;2026-03-18\|8.56\|-2.62\|8.70\|8.79\|8.40\|146856;2026-03-19\|8.34\|-2.57\|8.56\|8.70\|8.26\|91330;2026-03-20\|8.14\|-2.40\|8.33\|8.54\|8.10\|79100;2026-03-23\|7.73\|-5.04\|7.91\|7.98\|7.73\|77473;2026-03-24\|7.78\|0.65\|7.80\|7.89\|7.47\|79704;2026-03-25\|7.96\|2.31\|7.80\|8.11\|7.80\|79435;2026-03-26\|7.71\|-3.14\|7.95\|8.05\|7.62\|82449;2026-03-27\|7.42\|-3.76\|7.32\|7.53\|7.32\|103559;2026-03-30\|7.38\|-0.54\|7.33\|7.55\|7.12\|70457;2026-03-31\|7.40\|0.27\|7.36\|7.50\|7.36\|51569;2026-04-01\|7.33\|-0.95\|7.42\|7.55\|7.26\|52348;2026-04-02\|7.16\|-2.32\|7.32\|7.37\|7.15\|39590;2026-04-03\|7.14\|-0.28\|7.17\|7.25\|7.06\|50744;2026-04-07\|7.18\|0.56\|7.15\|7.33\|7.12\|45415;2026-04-08\|7.42\|3.34\|7.33\|7.54\|7.21\|59935;2026-04-09\|7.27\|-2.02\|7.35\|7.48\|7.15\|85534;2026-04-10\|7.37\|1.38\|7.28\|7.46\|7.27\|43638;2026-04-13\|7.68\|4.21\|7.35\|7.74\|7.27\|126828;2026-04-14\|7.50\|-2.34\|7.68\|7.70\|7.42\|84140;2026-04-15\|7.45\|-0.67\|7.45\|7.61\|7.38\|51361;2026-04-16\|7.45\|0.00\|7.45\|7.53\|7.40\|32840;2026-04-17\|7.44\|-0.13\|7.44\|7.45\|7.32\|39774;2026-04-20\|7.27\|-2.28\|7.36\|7.45\|7.13\|92489;2026-04-21\|6.91\|-4.95\|7.17\|7.23\|6.91\|120348;2026-04-22\|6.90\|-0.14\|6.82\|6.91\|6.57\|78068;2026-04-23\|6.56\|-4.93\|6.89\|6.97\|6.56\|121195;2026-04-24\|6.23\|-5.03\|6.23\|6.30\|6.23\|62673;2026-04-27\|5.92\|-4.98\|5.92\|5.92\|5.92\|49302;2026-04-28\|6.22\|5.07\|5.63\|6.22\|5.63\|99177;2026-04-29\|6.53\|4.98\|6.50\|6.53\|6.50\|27210;2026-04-30\|6.21\|-4.90\|6.64\|6.76\|6.20\|165367;2026-05-06\|6.19\|-0.32\|6.15\|6.30\|6.02\|86973;2026-05-07\|6.13\|-0.97\|6.28\|6.28\|6.09\|50204;2026-05-08\|6.07\|-0.98\|6.11\|6.22\|5.96\|69539;2026-05-11\|6.12\|0.82\|6.08\|6.14\|5.97\|52241;2026-05-12\|5.81\|-5.07\|6.03\|6.08\|5.81\|82287;2026-05-13\|5.85\|0.69\|5.66\|5.91\|5.66\|59133;2026-05-14\|6.14\|4.96\|5.85\|6.14\|5.85\|33095;2026-05-15\|6.45\|5.05\|6.45\|6.45\|6.45\|18663;2026-05-18\|6.65\|3.10\|6.70\|6.70\|6.29\|125138;2026-05-19\|6.47\|-2.71\|6.65\|6.70\|6.37\|110244;2026-05-20\|6.38\|-1.39\|6.43\|6.53\|6.34\|54282;2026-05-21\|6.26\|-1.88\|6.41\|6.41\|6.26\|46388;2026-05-22\|6.28\|0.32\|6.21\|6.45\|6.21\|41651;2026-05-25\|6.34\|0.96\|6.29\|6.36\|6.17\|45802;2026-05-26\|6.33\|-0.16\|6.27\|6.43\|6.22\|45599;2026-05-27\|6.15\|-2.84\|6.32\|6.32\|6.12\|37293;2026-05-28\|6.09\|-0.98\|6.14\|6.26\|6.09\|29841;2026-05-29\|6.09\|0.00\|6.19\|6.19\|6.04\|24225;2026-06-01\|6.39\|4.93\|6.09\|6.39\|5.85\|65901;2026-06-02\|6.32\|-1.10\|6.44\|6.49\|6.21\|35452;2026-06-03\|6.19\|-2.06\|6.23\|6.50\|6.19\|41880;2026-06-04\|6.06\|-2.10\|6.20\|6.25\|6.05\|28340;2026-06-05\|6.02\|-0.66\|6.10\|6.12\|6.00\|23605;2026-06-08\|5.93\|-1.50\|6.00\|6.02\|5.82\|30398;2026-06-09\|5.86\|-1.18\|5.93\|6.01\|5.84\|32134;2026-06-10\|5.76\|-1.71\|5.90\|6.06\|5.63\|36243;2026-06-11\|5.63\|-2.26\|5.76\|5.78\|5.62\|26177;2026-06-12\|5.45\|-3.20\|5.63\|5.71\|5.42\|43376;2026-06-15\|5.52\|1.28\|5.45\|5.54\|5.38\|22245;2026-06-16\|5.53\|0.18\|5.50\|5.59\|5.39\|24000;2026-06-17\|5.47\|-1.08\|5.53\|5.58\|5.33\|35894;2026-06-18\|5.20\|-4.94\|5.48\|5.48\|5.20\|43330;2026-06-22\|5.13\|-1.35\|5.19\|5.22\|4.94\|45895;2026-06-23\|5.19\|1.17\|5.07\|5.30\|5.07\|43976;2026-06-24\|5.45\|5.01\|5.04\|5.45\|5.04\|64270;2026-06-25\|5.18\|-4.95\|5.46\|5.47\|5.18\|51461;2026-06-26\|5.37\|3.67\|5.19\|5.44\|5.04\|49903;2026-06-29\|5.47\|1.86\|5.38\|5.62\|5.27\|40852;2026-06-30\|5.61\|2.56\|5.46\|5.61\|5.41\|31853;2026-07-01\|5.86\|4.46\|5.54\|5.89\|5.54\|37687;2026-07-02\|6.08\|3.75\|5.88\|6.14\|5.87\|60199;2026-07-03\|5.84\|-3.95\|6.08\|6.19\|5.79\|51448;2026-07-06\|5.75\|-1.54\|5.75\|5.97\|5.75\|20682;2026-07-07\|5.52\|-4.00\|5.72\|5.85\|5.50\|25371;2026-07-08\|5.55\|0.54\|5.48\|5.63\|5.43\|21051;2026-07-09\|5.66\|1.98\|5.54\|5.68\|5.46\|23131;2026-07-10\|5.77\|1.94\|5.66\|5.85\|5.59\|25207;2026-07-13\|5.62\|-2.60\|5.65\|5.76\|5.53\|19897;2026-07-14\|5.56\|-1.07\|5.45\|5.61\|5.45\|12593;2026-07-15\|5.29\|-4.86\|5.50\|5.55\|5.23\|31754;2026-07-16\|5.16\|-2.46\|5.21\|5.30\|5.15\|19015;2026-07-17\|4.89\|-5.23\|5.16\|5.21\|4.76\|30239
102998		储能+再生铜+冶金工程行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年4月29日年报，控股子公司联合立本成功切入储能电站开发建设赛道，实现向新型电力系统建设的转型升级。 2、据2026年4月29日年报，公司业务覆盖再生铜制造领域，旗下通山神雾正推进再生铜资源回收利用项目。 3、据2026年4月29日年报，公司旗下江苏院具备冶金行业甲级设计资质，主营冶金工程、节能环保等业务。	公司一季度业绩同比减亏	2026-03-10\|3.36\|-0.59\|3.35\|3.38\|3.33\|45313;2026-03-11\|3.34\|-0.60\|3.37\|3.39\|3.34\|31814;2026-03-12\|3.34\|0.00\|3.36\|3.40\|3.34\|28190;2026-03-13\|3.31\|-0.90\|3.36\|3.36\|3.30\|37587;2026-03-16\|3.32\|0.30\|3.37\|3.38\|3.29\|27929;2026-03-17\|3.49\|5.12\|3.32\|3.49\|3.30\|52044;2026-03-18\|3.53\|1.15\|3.64\|3.65\|3.48\|87233;2026-03-19\|3.49\|-1.13\|3.46\|3.57\|3.44\|42637;2026-03-20\|3.51\|0.57\|3.48\|3.61\|3.48\|45358;2026-03-23\|3.42\|-2.56\|3.46\|3.51\|3.33\|49809;2026-03-24\|3.41\|-0.29\|3.46\|3.54\|3.36\|38971;2026-03-25\|3.36\|-1.47\|3.39\|3.41\|3.27\|84613;2026-03-26\|3.31\|-1.49\|3.37\|3.38\|3.31\|39182;2026-03-27\|3.36\|1.51\|3.34\|3.38\|3.30\|33587;2026-03-30\|3.37\|0.30\|3.35\|3.42\|3.34\|31717;2026-03-31\|3.32\|-1.48\|3.38\|3.41\|3.31\|36766;2026-04-01\|3.40\|2.41\|3.36\|3.40\|3.34\|45884;2026-04-02\|3.41\|0.29\|3.40\|3.57\|3.38\|91589;2026-04-03\|3.38\|-0.88\|3.41\|3.43\|3.34\|32082;2026-04-07\|3.36\|-0.59\|3.38\|3.41\|3.36\|24767;2026-04-08\|3.39\|0.89\|3.39\|3.39\|3.34\|38804;2026-04-09\|3.34\|-1.47\|3.35\|3.39\|3.34\|24560;2026-04-10\|3.37\|0.90\|3.36\|3.37\|3.34\|29895;2026-04-13\|3.50\|3.86\|3.39\|3.53\|3.39\|94603;2026-04-14\|3.47\|-0.86\|3.53\|3.62\|3.43\|65268;2026-04-15\|3.42\|-1.44\|3.47\|3.47\|3.38\|39929;2026-04-16\|3.46\|1.17\|3.45\|3.52\|3.42\|45698;2026-04-17\|3.49\|0.87\|3.47\|3.54\|3.43\|56769;2026-04-20\|3.61\|3.44\|3.49\|3.65\|3.49\|92772;2026-04-21\|3.48\|-3.60\|3.61\|3.74\|3.43\|134048;2026-04-22\|3.51\|0.86\|3.46\|3.60\|3.46\|111303;2026-04-23\|3.37\|-3.99\|3.51\|3.55\|3.34\|123614;2026-04-24\|3.39\|0.59\|3.37\|3.44\|3.36\|68348;2026-04-27\|3.56\|5.01\|3.40\|3.56\|3.39\|128947;2026-04-28\|3.69\|3.65\|3.74\|3.74\|3.65\|169909;2026-04-29\|3.87\|4.88\|3.87\|3.87\|3.87\|32156;2026-04-30\|3.75\|-3.10\|4.06\|4.06\|3.68\|300075;2026-05-06\|3.74\|-0.27\|3.75\|3.89\|3.65\|190429;2026-05-07\|3.80\|1.60\|3.71\|3.83\|3.70\|119525;2026-05-08\|3.82\|0.53\|3.82\|3.96\|3.81\|150706;2026-05-11\|3.84\|0.52\|3.82\|3.87\|3.73\|141216;2026-05-12\|3.87\|0.78\|3.88\|3.92\|3.82\|100312;2026-05-13\|3.88\|0.26\|3.88\|3.97\|3.86\|137789;2026-05-14\|3.80\|-2.06\|3.89\|3.93\|3.78\|83052;2026-05-15\|3.75\|-1.32\|3.80\|3.84\|3.74\|80607;2026-05-18\|3.74\|-0.27\|3.81\|3.81\|3.70\|66313;2026-05-19\|3.73\|-0.27\|3.72\|3.76\|3.71\|54645;2026-05-20\|3.72\|-0.27\|3.74\|3.76\|3.68\|42326;2026-05-21\|3.70\|-0.54\|3.72\|3.75\|3.65\|55226;2026-05-22\|3.82\|3.24\|3.72\|3.82\|3.68\|62943;2026-05-25\|3.80\|-0.52\|3.84\|3.88\|3.77\|83680;2026-05-26\|3.78\|-0.53\|3.80\|3.83\|3.72\|58761;2026-05-27\|3.72\|-1.59\|3.79\|3.82\|3.71\|39528;2026-05-28\|3.74\|0.54\|3.72\|3.75\|3.69\|40884;2026-05-29\|3.71\|-0.80\|3.73\|3.78\|3.69\|36094;2026-06-01\|3.72\|0.27\|3.65\|3.74\|3.61\|37233;2026-06-02\|3.71\|-0.27\|3.75\|3.76\|3.68\|35483;2026-06-03\|3.52\|-5.12\|3.52\|3.52\|3.52\|9151;2026-06-04\|3.34\|-5.11\|3.34\|3.34\|3.34\|9743;2026-06-05\|3.44\|2.99\|3.17\|3.47\|3.17\|341251;2026-06-08\|3.27\|-4.94\|3.27\|3.38\|3.27\|156022;2026-06-09\|3.21\|-1.83\|3.29\|3.34\|3.16\|63216;2026-06-10\|3.05\|-4.98\|3.20\|3.27\|3.05\|87701;2026-06-11\|3.02\|-0.98\|3.05\|3.09\|2.97\|72037;2026-06-12\|3.17\|4.97\|3.09\|3.17\|3.07\|52055;2026-06-15\|3.07\|-3.15\|3.23\|3.23\|3.07\|85688;2026-06-16\|3.08\|0.33\|3.12\|3.12\|3.02\|48593;2026-06-17\|3.05\|-0.97\|3.09\|3.10\|3.05\|32603;2026-06-18\|3.01\|-1.31\|3.07\|3.07\|2.99\|42904;2026-06-22\|2.99\|-0.66\|3.06\|3.11\|2.96\|44615;2026-06-23\|2.94\|-1.67\|3.00\|3.05\|2.88\|43442;2026-06-24\|2.87\|-2.38\|2.93\|2.93\|2.83\|51658;2026-06-25\|2.74\|-4.53\|2.92\|2.92\|2.73\|69532;2026-06-26\|2.71\|-1.09\|2.70\|2.74\|2.63\|60549;2026-06-29\|2.59\|-4.43\|2.72\|2.77\|2.58\|47784;2026-06-30\|2.72\|5.02\|2.72\|2.72\|2.63\|78579;2026-07-01\|2.86\|5.15\|2.85\|2.86\|2.85\|20030;2026-07-02\|3.00\|4.90\|2.93\|3.00\|2.90\|71422;2026-07-03\|3.12\|4.00\|3.12\|3.14\|2.95\|88935;2026-07-06\|2.96\|-5.13\|3.16\|3.20\|2.95\|63966;2026-07-07\|2.87\|-3.04\|2.96\|2.98\|2.84\|49433;2026-07-08\|2.89\|0.70\|2.85\|2.97\|2.82\|43497;2026-07-09\|2.86\|-1.04\|2.89\|2.90\|2.84\|25982;2026-07-10\|2.89\|1.05\|2.86\|2.92\|2.78\|42983;2026-07-13\|2.99\|3.46\|2.88\|3.02\|2.83\|49916;2026-07-14\|2.89\|-3.34\|3.00\|3.02\|2.86\|37633;2026-07-15\|2.83\|-2.08\|2.84\|2.89\|2.82\|22943;2026-07-16\|2.80\|-1.06\|2.84\|2.94\|2.79\|31191;2026-07-17\|2.76\|-1.43\|2.83\|2.84\|2.73\|32730
102997		重整投资人招募+石墨新材料+机器人概念行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年7月1日公告，公司间接控股股东新华锦集团等二十二家公司实质合并重整管理人于2026年6月30日发布意向投资人招募公告，面向社会公开招募意向重整投资人。 2、据2026年4月25日年报及2026年6月30日投资者关系活动记录表，公司重点布局石墨新材料领域，控股青岛森汇、青岛海正两座石墨矿，正推进矿山建设及采矿证办理，致力于向高附加值石墨新材料延伸。 3、据2025年8月27日半年报，公司合资成立锦鹏机器人深圳有限公司，主要围绕外骨骼可穿戴设备、柔性电子皮肤及具身智能前沿技术研究等开展业务，相关产品应用于户外运动及老年助行领域。	公司控股股东占用资金已全额清偿	2026-04-27\|7.07\|5.05\|7.07\|7.07\|7.07\|5959;2026-04-28\|7.42\|4.95\|7.42\|7.42\|7.42\|3757;2026-04-29\|7.79\|4.99\|7.79\|7.79\|7.79\|5580;2026-04-30\|7.40\|-5.01\|8.18\|8.18\|7.40\|673897;2026-05-06\|7.03\|-5.00\|7.10\|7.25\|7.03\|144450;2026-05-07\|6.68\|-4.98\|6.78\|6.87\|6.68\|383283;2026-05-08\|6.64\|-0.60\|6.70\|6.84\|6.58\|236926;2026-05-11\|6.34\|-4.52\|6.58\|6.59\|6.31\|307505;2026-05-12\|6.66\|5.05\|6.38\|6.66\|6.34\|177302;2026-05-13\|6.55\|-1.65\|6.66\|6.67\|6.47\|170763;2026-05-14\|6.70\|2.29\|6.46\|6.87\|6.38\|191497;2026-05-15\|6.65\|-0.75\|6.61\|6.87\|6.57\|139262;2026-05-18\|6.54\|-1.65\|6.54\|6.65\|6.51\|99045;2026-05-19\|6.60\|0.92\|6.55\|6.68\|6.42\|92047;2026-05-20\|6.50\|-1.52\|6.54\|6.61\|6.39\|94716;2026-05-21\|6.51\|0.15\|6.54\|6.77\|6.48\|127308;2026-05-22\|6.49\|-0.31\|6.47\|6.64\|6.46\|74096;2026-05-25\|6.81\|4.93\|6.80\|6.81\|6.71\|40216;2026-05-26\|7.15\|4.99\|7.00\|7.15\|6.86\|243804;2026-05-27\|7.03\|-1.68\|7.07\|7.08\|6.87\|142227;2026-05-28\|7.02\|-0.14\|7.00\|7.23\|6.98\|109312;2026-05-29\|7.20\|2.56\|7.06\|7.37\|6.93\|133602;2026-06-01\|7.01\|-2.64\|7.14\|7.19\|6.85\|132523;2026-06-02\|6.86\|-2.14\|6.98\|7.06\|6.78\|105712;2026-06-03\|6.59\|-3.94\|6.81\|6.92\|6.53\|100694;2026-06-04\|6.31\|-4.25\|6.60\|6.65\|6.26\|116856;2026-06-05\|6.40\|1.43\|6.32\|6.52\|6.23\|88655;2026-06-08\|6.45\|0.78\|6.37\|6.68\|6.29\|89744;2026-06-09\|6.37\|-1.24\|6.39\|6.47\|6.28\|62524;2026-06-10\|6.05\|-5.02\|6.37\|6.37\|6.05\|90481;2026-06-11\|6.13\|1.32\|6.06\|6.20\|5.97\|61619;2026-06-12\|6.39\|4.24\|6.11\|6.43\|6.02\|77887;2026-06-15\|6.54\|2.35\|6.32\|6.64\|6.32\|50043;2026-06-16\|6.54\|0.00\|6.58\|6.64\|6.49\|48089;2026-06-17\|6.36\|-2.75\|6.45\|6.52\|6.33\|43917;2026-06-18\|6.37\|0.16\|6.31\|6.46\|6.30\|48077;2026-06-22\|6.18\|-2.98\|6.28\|6.28\|6.07\|59286;2026-06-23\|6.13\|-0.81\|6.15\|6.28\|6.12\|43633;2026-06-24\|5.87\|-4.24\|6.10\|6.13\|5.85\|69007;2026-06-25\|5.58\|-4.94\|5.75\|5.83\|5.58\|85520;2026-06-26\|5.71\|2.33\|5.58\|5.79\|5.51\|55891;2026-06-29\|6.00\|5.08\|5.72\|6.00\|5.54\|88881;2026-06-30\|6.30\|5.00\|6.25\|6.30\|6.20\|21747;2026-07-01\|6.61\|4.92\|6.53\|6.62\|6.46\|131331;2026-07-02\|6.58\|-0.45\|6.54\|6.89\|6.54\|102909;2026-07-03\|6.60\|0.30\|6.58\|6.68\|6.51\|62231;2026-07-06\|6.39\|-3.18\|6.70\|6.76\|6.35\|71472;2026-07-07\|6.15\|-3.76\|6.26\|6.39\|6.11\|58432;2026-07-08\|6.32\|2.76\|6.11\|6.40\|6.04\|70647;2026-07-09\|6.28\|-0.63\|6.35\|6.48\|6.16\|71765;2026-07-10\|6.30\|0.32\|6.23\|6.37\|6.22\|55341;2026-07-13\|6.18\|-1.90\|6.29\|6.39\|6.18\|50414;2026-07-14\|6.19\|0.16\|6.13\|6.30\|6.13\|42410;2026-07-15\|6.37\|2.91\|6.18\|6.47\|6.18\|72883;2026-07-16\|6.17\|-3.14\|6.34\|6.34\|6.15\|62691;2026-07-17\|5.81\|-5.83\|6.10\|6.18\|5.79\|78604
102996			A股首家墙布上市企业，控股股东拟协议转让5%股份
102995		绿色算力+矿业+预重整行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月12日年报，公司将绿色算力列为战略转型第一增长极，已布局青海、内蒙古双核心算力园区，形成“电力—基建—算力—运营”全链条能力，并计划加快昆仑算电一期建设及通辽、阿拉善项目落地。 2、据2025年9月18日公告及2026年5月12日年报，公司取得格尔木市那陵郭勒河西铁多金属矿M1矿区采矿证及不动产权证，成为青海省新矿法实施后首个取得双证的企业，矿种涵盖铁、铜、锌、银。 3、据2026年5月12日年报，公司2026年以“矿业+绿色算力”双轮驱动为转型主线，正全力配合法院及管理人推进债权审查、投资人遴选等预重整工作，以化解债务风险。	青海路桥工程施工企业；法院决定对公司启动预重整	2026-03-10\|5.79\|-1.70\|5.86\|5.95\|5.73\|172503;2026-03-11\|6.08\|5.01\|6.08\|6.08\|6.08\|50571;2026-03-12\|6.38\|4.93\|6.38\|6.38\|6.13\|395536;2026-03-13\|6.70\|5.02\|6.70\|6.70\|6.70\|41711;2026-03-16\|7.04\|5.07\|7.04\|7.04\|7.04\|22159;2026-03-17\|7.39\|4.97\|7.39\|7.39\|7.39\|23579;2026-03-18\|7.35\|-0.54\|7.76\|7.76\|7.02\|668127;2026-03-19\|7.72\|5.03\|7.41\|7.72\|7.41\|301086;2026-03-20\|8.11\|5.05\|7.99\|8.11\|7.60\|532051;2026-03-23\|8.52\|5.06\|7.85\|8.52\|7.79\|386663;2026-03-24\|8.95\|5.05\|8.68\|8.95\|8.56\|267520;2026-03-25\|8.84\|-1.23\|9.15\|9.40\|8.59\|471443;2026-03-26\|9.28\|4.98\|8.67\|9.28\|8.67\|301314;2026-04-03\|9.70\|4.53\|8.84\|9.74\|8.83\|342693;2026-04-07\|9.22\|-4.95\|9.66\|9.66\|9.22\|164343;2026-04-08\|8.76\|-4.99\|8.76\|8.76\|8.76\|47447;2026-04-09\|9.20\|5.02\|8.32\|9.20\|8.32\|289176;2026-04-10\|9.38\|1.96\|9.54\|9.65\|8.88\|389624;2026-04-13\|8.91\|-5.01\|9.18\|9.58\|8.91\|332284;2026-04-14\|8.46\|-5.05\|8.46\|8.78\|8.46\|307404;2026-04-15\|8.04\|-4.96\|8.50\|8.62\|8.04\|250001;2026-04-16\|7.64\|-4.98\|7.64\|7.94\|7.64\|400545;2026-04-17\|7.64\|0.00\|7.38\|7.97\|7.38\|355344;2026-04-20\|8.02\|4.97\|7.69\|8.02\|7.69\|203969;2026-04-21\|8.42\|4.99\|8.42\|8.42\|8.42\|23611;2026-04-22\|8.48\|0.71\|8.70\|8.80\|8.01\|391998;2026-04-23\|8.21\|-3.18\|8.46\|8.59\|8.20\|203444;2026-04-24\|8.08\|-1.58\|7.80\|8.54\|7.80\|390446;2026-04-27\|7.74\|-4.21\|7.99\|8.28\|7.74\|259709;2026-04-28\|8.13\|5.04\|7.89\|8.13\|7.58\|240681;2026-04-29\|8.54\|5.04\|8.54\|8.54\|8.40\|117727;2026-04-30\|8.97\|5.04\|8.97\|8.97\|8.97\|14026;2026-05-06\|9.42\|5.02\|9.42\|9.42\|9.23\|213034;2026-05-07\|8.95\|-4.99\|9.60\|9.79\|8.95\|493305;2026-05-08\|9.40\|5.03\|8.99\|9.40\|8.52\|430750;2026-05-11\|9.38\|-0.21\|9.18\|9.60\|9.00\|267527;2026-05-12\|9.61\|2.45\|9.85\|9.85\|9.41\|303763;2026-05-13\|9.13\|-4.99\|9.43\|9.49\|9.13\|282421;2026-05-14\|9.09\|-0.44\|8.97\|9.37\|8.68\|282597;2026-05-15\|9.10\|0.11\|8.99\|9.26\|8.87\|188628;2026-05-18\|8.97\|-1.43\|8.96\|9.21\|8.93\|131148;2026-05-19\|8.72\|-2.79\|8.84\|8.95\|8.67\|177588;2026-05-20\|9.07\|4.01\|8.71\|9.16\|8.31\|284964;2026-05-21\|8.80\|-2.98\|8.87\|9.10\|8.78\|171378;2026-05-22\|9.00\|2.27\|8.87\|9.18\|8.85\|142558;2026-05-25\|8.80\|-2.22\|8.92\|9.07\|8.79\|140794;2026-05-26\|8.36\|-5.00\|8.47\|8.61\|8.36\|200189;2026-05-27\|7.97\|-4.67\|8.18\|8.45\|7.94\|215776;2026-05-28\|8.17\|2.51\|7.90\|8.19\|7.77\|155493;2026-05-29\|8.11\|-0.73\|8.18\|8.24\|8.01\|109242;2026-06-01\|7.95\|-1.97\|7.95\|8.12\|7.86\|114571;2026-06-02\|7.88\|-0.88\|7.85\|7.99\|7.66\|186818;2026-06-03\|8.05\|2.16\|7.79\|8.15\|7.76\|156865;2026-06-04\|7.65\|-4.97\|7.86\|7.93\|7.65\|175955;2026-06-05\|8.03\|4.97\|7.62\|8.03\|7.62\|182617;2026-06-08\|8.43\|4.98\|8.30\|8.43\|8.14\|101569;2026-06-09\|8.26\|-2.02\|8.63\|8.85\|8.17\|233510;2026-06-10\|7.89\|-4.48\|8.09\|8.22\|7.87\|149424;2026-06-11\|8.28\|4.94\|7.99\|8.28\|7.97\|172648;2026-06-12\|8.69\|4.95\|8.44\|8.69\|8.38\|175069;2026-06-15\|8.74\|0.58\|8.78\|9.09\|8.28\|228201;2026-06-16\|8.80\|0.69\|8.86\|9.02\|8.72\|147463;2026-06-17\|8.38\|-4.77\|8.70\|8.74\|8.38\|156291;2026-06-18\|8.80\|5.01\|8.78\|8.80\|8.61\|181822;2026-06-22\|8.76\|-0.45\|8.65\|8.88\|8.43\|178129;2026-06-23\|8.64\|-1.37\|8.62\|8.94\|8.52\|150308;2026-06-24\|8.37\|-3.12\|8.51\|8.63\|8.34\|142778;2026-06-25\|8.73\|4.30\|8.31\|8.74\|8.02\|223017;2026-06-26\|8.63\|-1.15\|8.69\|9.00\|8.54\|199076;2026-06-29\|8.20\|-4.98\|8.40\|8.40\|8.20\|174164;2026-06-30\|8.23\|0.37\|8.06\|8.40\|8.06\|131893;2026-07-01\|8.10\|-1.58\|8.25\|8.29\|8.05\|129331;2026-07-02\|8.44\|4.20\|8.03\|8.51\|7.95\|185566;2026-07-03\|8.20\|-2.84\|8.30\|8.64\|8.16\|188824;2026-07-06\|7.90\|-3.66\|8.20\|8.30\|7.88\|174851;2026-07-07\|7.11\|-10.00\|7.79\|7.96\|7.11\|266260;2026-07-08\|6.40\|-9.99\|6.97\|7.06\|6.40\|308167;2026-07-09\|6.21\|-2.97\|6.39\|6.66\|6.01\|283402;2026-07-10\|6.49\|4.51\|6.16\|6.79\|6.10\|283832;2026-07-13\|6.79\|4.62\|6.37\|6.86\|6.33\|226423;2026-07-14\|6.42\|-5.45\|6.79\|6.89\|6.32\|227271;2026-07-15\|6.58\|2.49\|6.33\|6.79\|6.33\|170039;2026-07-16\|6.50\|-1.22\|6.56\|6.76\|6.44\|142096;2026-07-17\|6.26\|-3.69\|6.45\|6.54\|6.11\|161563
102994		摘帽申请+一季报暴增+IDC并表+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月29日证券时报报道，4月28日晚，*ST宇顺披露2025年年报及2026年一季报，2026年一季度，公司营业收入2.65亿元，同比增长480.44%；归母净利润4925.58万元，同比增长4202.23%；扣非净利润4769.52万元，同比增长9382.47%。营收与净利润大幅增长，主要系报告期内IDC资产并入合并报表所致。由于相关财务指标符合申请对股票交易撤销退市风险警示的条件，公司向深交所提出对公司股票交易撤销退市风险警示的申请。 2、据2026年4月29日年报，公司2025年11月取得中恩云数据中心控制权并于12月并表，新增机柜规模超4.3万架，切入高毛利率IDC基础设施及算力租赁赛道。 3、据2026年4月29日一季报，公司2026Q1营收2.65亿元、同比增长480.44%，归母净利润4926万元、同比增长4202.23%，业绩大幅改善主要系IDC资产并表贡献。	公司一季度净利润4926万	2026-03-10\|28.41\|1.21\|27.97\|28.70\|27.79\|16953;2026-03-11\|28.59\|0.63\|28.44\|29.19\|28.28\|14381;2026-03-12\|27.71\|-3.08\|28.49\|28.53\|27.55\|18866;2026-03-13\|27.21\|-1.80\|27.98\|27.99\|27.18\|14913;2026-03-16\|26.36\|-3.12\|27.21\|27.70\|26.35\|23081;2026-03-17\|26.46\|0.38\|26.25\|26.86\|25.60\|19637;2026-03-18\|26.23\|-0.87\|26.46\|26.99\|25.85\|12933;2026-03-19\|26.55\|1.22\|26.10\|26.85\|25.33\|15147;2026-03-20\|26.00\|-2.07\|26.63\|26.78\|25.89\|13745;2026-03-23\|24.89\|-4.27\|25.50\|26.35\|24.89\|12950;2026-03-24\|26.13\|4.98\|25.20\|26.13\|25.12\|24423;2026-03-25\|26.09\|-0.15\|26.14\|26.53\|25.92\|17162;2026-03-26\|25.51\|-2.22\|26.00\|26.08\|25.31\|13310;2026-03-27\|25.87\|1.41\|25.51\|26.29\|25.12\|10944;2026-03-30\|26.92\|4.06\|25.50\|27.16\|25.50\|24265;2026-03-31\|26.55\|-1.37\|26.73\|27.17\|26.32\|14575;2026-04-01\|26.59\|0.15\|26.77\|26.77\|26.25\|9838;2026-04-02\|26.43\|-0.60\|26.68\|26.78\|26.34\|7085;2026-04-03\|26.39\|-0.15\|26.65\|26.65\|26.18\|5984;2026-04-07\|26.66\|1.02\|26.90\|27.49\|26.40\|15444;2026-04-08\|26.83\|0.64\|26.30\|26.89\|26.30\|15307;2026-04-09\|26.42\|-1.53\|26.90\|27.20\|26.34\|15386;2026-04-10\|26.51\|0.34\|26.52\|26.60\|26.06\|12809;2026-04-13\|26.01\|-1.89\|26.54\|26.86\|25.91\|17666;2026-04-14\|25.97\|-0.15\|25.98\|26.23\|25.72\|11226;2026-04-15\|26.01\|0.15\|25.97\|26.48\|25.59\|16745;2026-04-16\|26.23\|0.85\|26.00\|26.57\|25.78\|14858;2026-04-17\|26.58\|1.33\|26.23\|26.58\|26.06\|11380;2026-04-20\|27.91\|5.00\|26.80\|27.91\|26.80\|34151;2026-04-21\|29.31\|5.02\|28.50\|29.31\|28.47\|27675;2026-04-22\|30.73\|4.84\|30.00\|30.78\|29.69\|68073;2026-04-23\|31.66\|3.03\|31.00\|32.00\|30.50\|41370;2026-04-24\|30.08\|-4.99\|31.00\|31.60\|30.08\|43726;2026-04-27\|31.58\|4.99\|31.58\|31.58\|30.71\|16010;2026-04-28\|33.16\|5.00\|33.16\|33.16\|32.41\|44625;2026-04-29\|34.82\|5.01\|34.82\|34.82\|34.82\|3188;2026-04-30\|36.56\|5.00\|36.56\|36.56\|36.56\|4266;2026-05-06\|38.39\|5.01\|38.39\|38.39\|38.39\|2519;2026-05-07\|40.31\|5.00\|40.31\|40.31\|40.31\|5796;2026-05-08\|42.33\|5.01\|41.33\|42.33\|38.56\|98798;2026-05-11\|44.45\|5.01\|44.00\|44.45\|43.00\|15250;2026-05-12\|46.67\|4.99\|46.67\|46.67\|46.00\|16905;2026-05-13\|44.60\|-4.44\|48.54\|48.98\|44.34\|125243;2026-05-14\|46.83\|5.00\|45.52\|46.83\|45.52\|33841;2026-05-15\|44.89\|-4.14\|49.17\|49.17\|44.49\|72596;2026-05-18\|42.65\|-4.99\|44.00\|44.99\|42.65\|40910;2026-05-19\|40.52\|-4.99\|43.22\|43.67\|40.52\|22458;2026-05-20\|40.33\|-0.47\|40.02\|42.55\|40.00\|92218;2026-05-21\|39.69\|-1.59\|40.75\|41.18\|39.00\|51238;2026-05-22\|41.32\|4.11\|39.95\|41.43\|39.27\|32068;2026-05-25\|40.47\|-2.06\|41.48\|42.55\|40.30\|40694;2026-05-26\|40.24\|-0.57\|41.19\|41.70\|39.81\|34417;2026-05-27\|38.95\|-3.21\|40.24\|40.79\|38.23\|43345;2026-05-28\|40.90\|5.01\|39.00\|40.90\|37.51\|32522;2026-05-29\|42.95\|5.01\|41.99\|42.95\|40.90\|37088;2026-06-01\|43.76\|1.89\|45.10\|45.10\|43.01\|45708;2026-06-02\|41.70\|-4.71\|42.20\|42.87\|41.57\|33775;2026-06-03\|41.69\|-0.02\|41.45\|42.70\|40.77\|25325;2026-06-04\|40.33\|-3.26\|40.88\|41.69\|39.78\|21982;2026-06-05\|39.40\|-2.31\|40.10\|41.19\|39.11\|21891;2026-06-08\|38.54\|-2.18\|38.25\|39.37\|37.85\|26272;2026-06-09\|39.49\|2.46\|38.61\|40.47\|38.61\|26640;2026-06-10\|38.09\|-3.55\|38.60\|38.60\|37.80\|19112;2026-06-11\|39.88\|4.70\|38.18\|39.99\|37.61\|24625;2026-06-12\|40.00\|0.30\|39.58\|40.48\|39.01\|15462;2026-06-15\|40.58\|1.45\|39.90\|40.90\|39.80\|14593;2026-06-16\|40.67\|0.22\|40.39\|41.44\|39.50\|15777;2026-06-17\|41.36\|1.70\|40.98\|42.14\|40.02\|20506;2026-06-18\|42.76\|3.38\|41.63\|43.33\|40.43\|20219;2026-06-22\|43.88\|2.62\|43.00\|44.89\|43.00\|21502;2026-06-23\|46.07\|4.99\|44.01\|46.07\|44.01\|30133;2026-06-24\|48.37\|4.99\|47.40\|48.37\|47.40\|17161;2026-06-26\|46.99\|-2.85\|51.00\|51.00\|44.99\|98049;2026-06-29\|42.29\|-10.00\|46.00\|46.47\|42.29\|50178;2026-06-30\|42.50\|0.50\|40.66\|43.00\|38.18\|63792;2026-07-01\|45.28\|6.54\|42.18\|46.59\|40.50\|70844;2026-07-02\|44.73\|-1.21\|44.50\|46.52\|43.58\|49132;2026-07-03\|46.77\|4.56\|44.72\|48.64\|44.38\|53539;2026-07-06\|49.54\|5.92\|47.19\|50.88\|46.32\|72245;2026-07-07\|47.55\|-4.02\|48.65\|50.98\|46.75\|62623;2026-07-08\|45.08\|-5.19\|47.56\|48.11\|45.00\|48169;2026-07-09\|45.61\|1.18\|45.15\|49.50\|43.68\|56015;2026-07-10\|43.03\|-5.66\|44.90\|47.40\|43.00\|55388;2026-07-13\|42.84\|-0.44\|42.86\|46.00\|42.00\|64842;2026-07-14\|45.50\|6.21\|42.84\|45.50\|40.00\|85224;2026-07-15\|40.95\|-10.00\|44.00\|44.00\|40.95\|65868;2026-07-16\|36.86\|-9.99\|37.00\|39.43\|36.86\|59964;2026-07-17\|35.30\|-4.23\|35.71\|36.80\|33.40\|86337
102993		摘帽预期+天然气+减速器行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年4月28日年报，公司2025年度经审计扣除与主营业务无关的业务收入后的营业收入高于3亿元，已符合撤销退市风险警示条件并拟向上海证券交易所申请撤销。 2、据2026年4月28日年报，公司聚焦机械制造与清洁能源协同运营两大核心业务板块，专业开展天然气LNG、CNG及成品汽油、柴油的储运、分销与终端运营业务。 3、据2023年7月3日互动易，公司所属子公司青海华鼎齿轮箱有限责任公司目前涉及煤炭减速器生产。	1、子公司苏州江源“海洋平台用大型阀体数控加工设备”的验收获得江苏省科技进步三等奖1项； 2、子公司青海华鼎齿轮箱有限责任公司目前涉及煤炭减速器生产，目前规模较小	2026-03-10\|3.56\|-2.47\|3.65\|3.68\|3.52\|80677;2026-03-11\|3.51\|-1.40\|3.51\|3.57\|3.45\|86694;2026-03-12\|3.35\|-4.56\|3.53\|3.54\|3.33\|117063;2026-03-13\|3.42\|2.09\|3.37\|3.50\|3.35\|105328;2026-03-16\|3.45\|0.88\|3.33\|3.54\|3.33\|90014;2026-03-17\|3.38\|-2.03\|3.50\|3.53\|3.37\|109267;2026-03-18\|3.35\|-0.89\|3.35\|3.37\|3.29\|72318;2026-03-19\|3.26\|-2.69\|3.35\|3.42\|3.23\|95172;2026-03-20\|3.26\|0.00\|3.26\|3.35\|3.21\|73292;2026-03-23\|3.10\|-4.91\|3.18\|3.30\|3.10\|92377;2026-03-24\|3.14\|1.29\|3.11\|3.17\|3.07\|64224;2026-03-25\|3.18\|1.27\|3.15\|3.19\|3.10\|80491;2026-03-26\|3.15\|-0.94\|3.20\|3.32\|3.13\|73000;2026-03-27\|3.08\|-2.22\|3.13\|3.14\|3.03\|75806;2026-03-30\|3.02\|-1.95\|3.00\|3.11\|2.99\|63827;2026-03-31\|2.99\|-0.99\|3.05\|3.12\|2.99\|59811;2026-04-01\|3.01\|0.67\|3.03\|3.04\|2.92\|40657;2026-04-02\|2.99\|-0.66\|3.01\|3.03\|2.95\|43883;2026-04-03\|3.05\|2.01\|2.99\|3.05\|2.86\|81779;2026-04-07\|3.01\|-1.31\|3.03\|3.04\|2.98\|40625;2026-04-08\|3.10\|2.99\|3.00\|3.15\|3.00\|66944;2026-04-09\|3.10\|0.00\|3.09\|3.10\|3.00\|48041;2026-04-10\|3.26\|5.16\|3.10\|3.26\|3.09\|73886;2026-04-13\|3.42\|4.91\|3.40\|3.42\|3.36\|109400;2026-04-14\|3.59\|4.97\|3.42\|3.59\|3.36\|155350;2026-04-15\|3.69\|2.79\|3.59\|3.76\|3.54\|174391;2026-04-16\|3.64\|-1.35\|3.61\|3.78\|3.61\|93728;2026-04-17\|3.70\|1.65\|3.62\|3.75\|3.55\|109039;2026-04-20\|3.89\|5.14\|3.70\|3.89\|3.67\|95429;2026-04-21\|4.08\|4.88\|3.96\|4.08\|3.96\|40235;2026-04-22\|3.88\|-4.90\|3.88\|3.88\|3.88\|49759;2026-04-23\|3.69\|-4.90\|3.69\|3.69\|3.69\|34864;2026-04-24\|3.51\|-4.88\|3.51\|3.51\|3.51\|44306;2026-04-27\|3.64\|3.70\|3.33\|3.69\|3.33\|305899;2026-04-28\|3.82\|4.95\|3.82\|3.82\|3.82\|12047;2026-04-29\|4.01\|4.97\|4.01\|4.01\|4.01\|35830;2026-04-30\|4.16\|3.74\|4.06\|4.20\|3.91\|347083;2026-05-06\|4.16\|0.00\|4.17\|4.24\|4.00\|231161;2026-05-07\|4.37\|5.05\|4.17\|4.37\|4.09\|128434;2026-05-08\|4.44\|1.60\|4.46\|4.59\|4.34\|219165;2026-05-11\|4.41\|-0.68\|4.53\|4.59\|4.37\|173996;2026-05-12\|4.38\|-0.68\|4.41\|4.49\|4.35\|123140;2026-05-13\|4.44\|1.37\|4.38\|4.47\|4.34\|96433;2026-05-14\|4.34\|-2.25\|4.44\|4.49\|4.33\|118266;2026-05-15\|4.46\|2.77\|4.36\|4.53\|4.34\|107584;2026-05-18\|4.33\|-2.91\|4.56\|4.56\|4.28\|119530;2026-05-19\|4.11\|-5.08\|4.11\|4.11\|4.11\|23364;2026-05-20\|3.90\|-5.11\|3.90\|3.90\|3.90\|16853;2026-05-21\|3.95\|1.28\|3.71\|4.10\|3.71\|284848;2026-05-22\|3.75\|-5.06\|3.96\|3.96\|3.75\|155868;2026-05-25\|3.71\|-1.07\|3.82\|3.91\|3.64\|137617;2026-05-26\|3.73\|0.54\|3.71\|3.83\|3.61\|115914;2026-05-27\|3.54\|-5.09\|3.67\|3.73\|3.54\|135958;2026-05-28\|3.55\|0.28\|3.49\|3.62\|3.48\|95206;2026-05-29\|3.72\|4.79\|3.56\|3.73\|3.45\|130209;2026-06-01\|3.88\|4.30\|3.76\|3.91\|3.76\|176350;2026-06-02\|3.97\|2.32\|3.81\|4.06\|3.78\|195787;2026-06-03\|3.84\|-3.27\|3.97\|4.05\|3.79\|172344;2026-06-04\|3.80\|-1.04\|3.88\|3.88\|3.69\|82125;2026-06-05\|3.99\|5.00\|3.79\|3.99\|3.72\|126567;2026-06-08\|4.18\|4.76\|3.97\|4.19\|3.95\|162068;2026-06-09\|4.23\|1.20\|4.28\|4.28\|4.08\|93973;2026-06-10\|4.19\|-0.95\|4.18\|4.32\|4.13\|80079;2026-06-11\|4.12\|-1.67\|4.15\|4.27\|4.12\|50969;2026-06-12\|4.02\|-2.43\|4.12\|4.12\|3.91\|114867;2026-06-15\|3.89\|-3.23\|4.03\|4.11\|3.83\|113255;2026-06-16\|3.81\|-2.06\|3.91\|3.93\|3.73\|117116;2026-06-17\|3.84\|0.79\|3.86\|3.95\|3.76\|90496;2026-06-18\|3.75\|-2.34\|3.86\|3.91\|3.71\|88384;2026-06-22\|3.63\|-3.20\|3.70\|3.72\|3.58\|82814;2026-06-23\|3.81\|4.96\|3.60\|3.81\|3.59\|120772;2026-06-24\|3.73\|-2.10\|3.82\|3.82\|3.70\|79968;2026-06-25\|3.55\|-4.83\|3.73\|3.75\|3.54\|119946;2026-06-26\|3.50\|-1.41\|3.53\|3.58\|3.38\|83235;2026-06-29\|3.43\|-2.00\|3.46\|3.57\|3.41\|65213;2026-06-30\|3.27\|-4.66\|3.43\|3.47\|3.26\|74305;2026-07-01\|3.30\|0.92\|3.25\|3.38\|3.24\|71241;2026-07-02\|3.47\|5.15\|3.31\|3.47\|3.31\|87830;2026-07-03\|3.64\|4.90\|3.52\|3.64\|3.50\|78379;2026-07-06\|3.57\|-1.92\|3.72\|3.74\|3.55\|68602;2026-07-07\|3.47\|-2.80\|3.53\|3.63\|3.44\|58849;2026-07-08\|3.48\|0.29\|3.45\|3.64\|3.42\|48999;2026-07-09\|3.40\|-2.30\|3.48\|3.49\|3.35\|45085;2026-07-10\|3.43\|0.88\|3.36\|3.44\|3.36\|37413;2026-07-13\|3.25\|-5.25\|3.44\|3.45\|3.23\|48472;2026-07-14\|3.25\|0.00\|3.25\|3.31\|3.20\|36763;2026-07-15\|3.26\|0.31\|3.19\|3.31\|3.13\|48927;2026-07-16\|3.25\|-0.31\|3.21\|3.32\|3.21\|36992;2026-07-17\|3.17\|-2.46\|3.23\|3.30\|3.11\|51719
102992		申请摘帽+听花酒增长+转型预期行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月28日公告，公司申请撤销退市风险警示及其他风险警示，正处于补充材料阶段。 2、据2026年5月16日年报，以“听花”系列白酒销售为主的酒水快消品业务2025年实现营业收入12,240.37万元，同比增长163.74%。 3、据2026年5月16日年报，公司主营业务包括以冬虫夏草类产品为主的大健康板块及酒水快消品板块，并计划加大新业务板块开拓力度，打造新的业绩增长点。	冬虫夏草产业化龙头企业	2026-03-10\|2.83\|-1.05\|2.88\|2.93\|2.82\|50186;2026-03-11\|2.86\|1.06\|2.84\|2.95\|2.81\|75684;2026-03-12\|2.75\|-3.85\|2.85\|2.86\|2.72\|95707;2026-03-13\|2.61\|-5.09\|2.74\|2.74\|2.61\|49727;2026-03-16\|2.74\|4.98\|2.48\|2.74\|2.48\|112470;2026-03-17\|2.88\|5.11\|2.80\|2.88\|2.78\|49535;2026-03-18\|3.02\|4.86\|2.94\|3.02\|2.88\|119977;2026-03-19\|3.17\|4.97\|3.17\|3.17\|3.17\|19312;2026-03-20\|3.33\|5.05\|3.33\|3.33\|3.33\|22163;2026-03-23\|3.16\|-5.11\|3.29\|3.29\|3.16\|30823;2026-03-24\|3.00\|-5.06\|3.00\|3.00\|3.00\|7543;2026-03-25\|3.05\|1.67\|2.85\|3.15\|2.85\|187570;2026-03-26\|2.90\|-4.92\|2.90\|3.10\|2.90\|144397;2026-03-27\|2.86\|-1.38\|2.85\|2.94\|2.81\|75705;2026-03-30\|3.00\|4.90\|2.87\|3.00\|2.85\|73798;2026-03-31\|3.05\|1.67\|3.13\|3.15\|3.01\|123580;2026-04-01\|3.07\|0.66\|3.05\|3.11\|3.05\|57663;2026-04-02\|3.22\|4.89\|3.07\|3.22\|3.07\|131222;2026-04-03\|3.07\|-4.66\|3.20\|3.23\|3.06\|136064;2026-04-07\|2.92\|-4.89\|3.00\|3.05\|2.92\|88853;2026-04-08\|2.77\|-5.14\|2.77\|2.89\|2.77\|160200;2026-04-09\|2.63\|-5.05\|2.70\|2.75\|2.63\|92276;2026-04-10\|2.76\|4.94\|2.65\|2.76\|2.62\|107340;2026-04-13\|2.90\|5.07\|2.81\|2.90\|2.63\|102936;2026-04-14\|3.05\|5.17\|2.96\|3.05\|2.90\|123905;2026-04-15\|2.98\|-2.30\|2.96\|3.19\|2.93\|110610;2026-04-16\|2.93\|-1.68\|2.94\|3.09\|2.91\|97968;2026-04-17\|2.81\|-4.10\|2.78\|2.90\|2.78\|136718;2026-04-20\|2.95\|4.98\|2.94\|2.95\|2.83\|95127;2026-04-21\|3.10\|5.08\|3.04\|3.10\|2.99\|143094;2026-04-22\|3.25\|4.84\|3.07\|3.26\|3.07\|127203;2026-04-23\|3.41\|4.92\|3.21\|3.41\|3.21\|82417;2026-04-24\|3.26\|-4.40\|3.42\|3.56\|3.24\|180332;2026-04-27\|3.10\|-4.91\|3.10\|3.25\|3.10\|182836;2026-04-28\|3.26\|5.16\|3.02\|3.26\|3.02\|127869;2026-04-29\|3.42\|4.91\|3.42\|3.42\|3.42\|31001;2026-04-30\|3.59\|4.97\|3.59\|3.59\|3.59\|10927;2026-05-06\|3.77\|5.01\|3.77\|3.77\|3.77\|19791;2026-05-07\|3.96\|5.04\|3.96\|3.96\|3.96\|8407;2026-05-08\|4.16\|5.05\|4.16\|4.16\|3.93\|273775;2026-05-11\|4.37\|5.05\|4.37\|4.37\|4.36\|59154;2026-05-12\|4.59\|5.03\|4.59\|4.59\|4.59\|8341;2026-05-13\|4.82\|5.01\|4.82\|4.82\|4.82\|4194;2026-05-14\|5.06\|4.98\|5.06\|5.06\|5.06\|17321;2026-05-15\|5.31\|4.94\|5.31\|5.31\|5.00\|454343;2026-05-18\|5.38\|1.32\|5.30\|5.50\|5.04\|294889;2026-05-19\|5.11\|-5.02\|5.29\|5.30\|5.11\|219904;2026-05-20\|4.85\|-5.09\|4.95\|4.98\|4.85\|90176;2026-05-21\|4.77\|-1.65\|4.61\|5.09\|4.61\|224755;2026-05-22\|4.69\|-1.68\|4.65\|4.93\|4.55\|117093;2026-05-25\|4.92\|4.90\|4.76\|4.92\|4.76\|46199;2026-05-26\|5.17\|5.08\|5.13\|5.17\|5.07\|73016;2026-05-27\|5.43\|5.03\|5.28\|5.43\|5.20\|130564;2026-05-28\|5.43\|0.00\|5.50\|5.69\|5.25\|172862;2026-05-29\|5.70\|4.97\|5.27\|5.70\|5.27\|143684;2026-06-01\|5.50\|-3.51\|5.70\|5.90\|5.42\|183353;2026-06-02\|5.39\|-2.00\|5.30\|5.51\|5.25\|109793;2026-06-03\|5.66\|5.01\|5.30\|5.66\|5.27\|91539;2026-06-04\|5.40\|-4.59\|5.67\|5.87\|5.38\|90379;2026-06-05\|5.41\|0.19\|5.35\|5.55\|5.30\|65850;2026-06-08\|5.26\|-2.77\|5.30\|5.42\|5.22\|44906;2026-06-09\|5.52\|4.94\|5.46\|5.52\|5.25\|66202;2026-06-10\|5.51\|-0.18\|5.48\|5.73\|5.46\|72167;2026-06-11\|5.36\|-2.72\|5.41\|5.49\|5.30\|45277;2026-06-12\|5.35\|-0.19\|5.42\|5.50\|5.35\|34986;2026-06-15\|5.24\|-2.06\|5.32\|5.38\|5.18\|57909;2026-06-16\|5.05\|-3.63\|5.24\|5.28\|4.98\|78503;2026-06-17\|4.80\|-4.95\|5.05\|5.05\|4.80\|72317;2026-06-18\|5.04\|5.00\|4.85\|5.04\|4.58\|78928;2026-06-22\|5.29\|4.96\|5.15\|5.29\|5.07\|43395;2026-06-23\|5.43\|2.65\|5.21\|5.55\|5.20\|68867;2026-06-24\|5.44\|0.18\|5.43\|5.59\|5.40\|47155;2026-06-25\|5.18\|-4.78\|5.37\|5.55\|5.17\|68728;2026-06-26\|4.92\|-5.02\|5.16\|5.29\|4.92\|74293;2026-06-29\|5.17\|5.08\|4.78\|5.17\|4.67\|96386;2026-06-30\|5.10\|-1.35\|5.11\|5.30\|5.00\|52491;2026-07-01\|5.22\|2.35\|5.02\|5.34\|4.85\|56912;2026-07-02\|5.18\|-0.77\|5.16\|5.38\|5.05\|59844;2026-07-03\|5.12\|-1.16\|5.23\|5.28\|5.07\|38825;2026-07-06\|4.93\|-3.71\|5.06\|5.16\|4.83\|46880;2026-07-07\|4.72\|-4.26\|4.84\|4.93\|4.71\|41873;2026-07-08\|4.60\|-2.54\|4.75\|4.78\|4.58\|35327;2026-07-09\|4.33\|-5.87\|4.55\|4.55\|4.14\|88780;2026-07-10\|4.39\|1.39\|4.33\|4.57\|4.27\|50388;2026-07-13\|4.44\|1.14\|4.39\|4.65\|4.19\|63666;2026-07-14\|4.33\|-2.48\|4.39\|4.48\|4.32\|41084;2026-07-15\|4.39\|1.39\|4.20\|4.50\|4.18\|60338;2026-07-16\|4.27\|-2.73\|4.27\|4.35\|4.18\|59045;2026-07-17\|4.20\|-1.64\|4.39\|4.39\|4.17\|46443
102991			公司关联方深圳天微电子拟将其持有的广西天微电子有限公司70%股权无偿赠与公司
102990	腾讯云上调CodeBuddy、WorkBuddy计费方案	涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	全资子公司长沙悦云树拟签订《服务器租赁协议》，金额占最近一期经审计净资产300%以上，租期5年，为重整后首个重大订单	2026-03-10\|9.22\|4.18\|8.85\|9.48\|8.83\|461008;2026-03-11\|9.25\|0.33\|9.22\|9.45\|9.10\|364761;2026-03-12\|9.36\|1.19\|9.21\|9.54\|9.05\|330573;2026-03-13\|9.28\|-0.85\|9.55\|9.73\|9.16\|391656;2026-03-16\|11.14\|20.04\|9.59\|11.14\|9.17\|1323244;2026-03-17\|10.40\|-6.64\|11.29\|11.80\|9.92\|1342633;2026-03-18\|11.01\|5.87\|10.57\|11.50\|9.76\|1104916;2026-03-19\|11.01\|0.00\|10.73\|11.37\|10.55\|780054;2026-03-20\|10.39\|-5.63\|11.20\|11.35\|10.17\|754490;2026-03-23\|10.38\|-0.10\|10.10\|10.88\|9.81\|749049;2026-03-24\|10.52\|1.35\|10.69\|10.77\|10.02\|653720;2026-03-25\|10.51\|-0.10\|10.55\|10.73\|10.37\|420829;2026-03-26\|10.18\|-3.14\|10.58\|10.67\|9.80\|690837;2026-03-27\|10.21\|0.29\|10.32\|11.11\|10.17\|940241;2026-03-30\|10.92\|6.95\|10.06\|11.22\|9.97\|1095322;2026-03-31\|10.00\|-8.42\|11.50\|11.53\|9.99\|1001308;2026-04-01\|10.25\|2.50\|10.20\|10.77\|9.82\|736279;2026-04-02\|9.37\|-8.59\|10.29\|10.38\|9.26\|891264;2026-04-03\|9.25\|-1.28\|9.20\|9.54\|8.73\|570554;2026-04-07\|9.74\|5.30\|9.60\|10.10\|9.05\|785952;2026-04-08\|11.69\|20.02\|10.66\|11.69\|10.30\|750311;2026-04-09\|11.90\|1.80\|12.13\|12.50\|11.42\|1620074;2026-04-10\|11.54\|-3.03\|11.78\|12.05\|11.50\|1046689;2026-04-13\|12.50\|8.32\|11.76\|12.95\|11.76\|1446685;2026-04-14\|12.49\|-0.08\|13.42\|13.49\|12.35\|1300285;2026-04-15\|12.65\|1.28\|12.56\|13.10\|12.18\|1077789;2026-04-16\|13.58\|7.35\|12.36\|14.40\|12.36\|1757117;2026-04-17\|13.69\|0.81\|13.51\|14.19\|13.40\|1157079;2026-04-20\|13.34\|-2.56\|13.37\|13.70\|12.90\|940312;2026-04-21\|12.83\|-3.82\|13.20\|13.29\|12.50\|718277;2026-04-22\|13.78\|7.40\|12.65\|14.13\|12.20\|1312258;2026-04-23\|13.18\|-4.35\|13.48\|14.05\|13.02\|901325;2026-04-24\|13.18\|0.00\|12.95\|13.47\|12.61\|729915;2026-04-27\|13.20\|0.15\|13.01\|13.58\|12.66\|768234;2026-04-28\|14.19\|7.50\|13.55\|14.20\|13.10\|1076104;2026-04-29\|17.03\|20.01\|14.00\|17.03\|14.00\|1905002;2026-04-30\|17.47\|2.58\|16.63\|17.50\|16.36\|1419421;2026-05-06\|20.90\|19.63\|18.00\|20.96\|17.77\|1414281;2026-05-07\|22.62\|8.23\|21.19\|24.88\|20.70\|1692099;2026-05-08\|23.24\|2.74\|23.01\|24.30\|22.20\|1194231;2026-05-11\|23.20\|-0.17\|22.99\|23.88\|22.53\|1201821;2026-05-12\|25.92\|11.72\|23.71\|26.49\|23.70\|1410180;2026-05-13\|25.57\|-1.35\|25.16\|26.18\|24.28\|1212055;2026-05-14\|26.35\|3.05\|25.57\|26.67\|24.72\|1193169;2026-05-15\|26.00\|-1.33\|26.20\|27.75\|25.08\|1274884;2026-05-18\|26.95\|3.65\|26.01\|27.46\|25.68\|984839;2026-05-19\|27.97\|3.78\|26.75\|28.21\|26.50\|893906;2026-05-20\|28.31\|1.22\|28.03\|28.80\|27.15\|808951;2026-05-21\|27.72\|-2.08\|29.00\|29.20\|27.18\|993357;2026-05-22\|30.90\|11.47\|28.24\|30.90\|28.03\|1177016;2026-05-25\|29.59\|-4.24\|31.20\|31.56\|25.00\|1479970;2026-05-26\|26.11\|-11.76\|28.93\|29.38\|24.50\|1311939;2026-05-27\|25.53\|-2.22\|26.41\|27.41\|25.25\|790519;2026-05-28\|28.27\|10.73\|25.49\|28.99\|24.95\|961110;2026-05-29\|27.66\|-2.16\|29.01\|30.00\|27.40\|742258;2026-06-01\|26.50\|-4.19\|27.04\|27.93\|26.21\|589263;2026-06-02\|24.98\|-5.74\|27.19\|27.19\|23.00\|820024;2026-06-03\|26.45\|5.88\|24.38\|26.68\|24.29\|742632;2026-06-04\|25.91\|-2.04\|26.45\|27.76\|25.90\|604100;2026-06-05\|25.51\|-1.54\|25.56\|26.43\|24.61\|483870;2026-06-08\|23.64\|-7.33\|23.61\|24.73\|23.03\|571486;2026-06-09\|23.69\|0.21\|24.00\|24.35\|23.10\|394922;2026-06-10\|23.99\|1.27\|23.51\|24.81\|22.59\|641901;2026-06-11\|27.11\|13.01\|24.11\|27.58\|24.07\|986077;2026-06-12\|26.07\|-3.84\|27.29\|27.91\|25.87\|676280;2026-06-15\|27.13\|4.07\|26.80\|28.42\|25.77\|900433;2026-06-16\|26.15\|-3.61\|26.99\|27.01\|25.56\|625177;2026-06-17\|28.38\|8.53\|25.89\|28.40\|25.60\|853513;2026-06-18\|28.68\|1.06\|28.63\|30.00\|27.62\|810945;2026-06-22\|31.29\|9.10\|28.70\|32.00\|28.70\|860016;2026-06-23\|30.11\|-3.77\|31.00\|31.70\|29.22\|706806;2026-06-24\|31.96\|6.14\|29.50\|32.19\|28.30\|864026;2026-06-25\|29.70\|-7.07\|32.32\|32.45\|29.19\|836826;2026-06-26\|28.15\|-5.22\|29.07\|30.20\|28.00\|529874;2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890;2026-07-13\|25.30\|0.96\|25.10\|26.50\|24.80\|564904;2026-07-14\|30.36\|20.00\|25.90\|30.36\|25.66\|1306776;2026-07-15\|28.69\|-5.50\|32.00\|32.50\|27.50\|1286152;2026-07-16\|26.65\|-7.11\|27.27\|29.01\|26.16\|702238;2026-07-17\|22.37\|-16.06\|25.98\|26.64\|22.20\|854315

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