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
102989	腾讯云上调CodeBuddy、WorkBuddy计费方案	商业航天+数据中心+氢能源+海工装备行业原因： 1月30日，国家能源局举行新闻发布会。国金证券指出，氢能被司局级官员累计提及33次，成为核心关键词。发布会系统总结了“十四五”氢能产业从规划到试点、标准建设的“有序破局”，并定调“十五五”：将氢能明确为“未来国家能源体系的重要组成部分”和必须培育的“新的经济增长点”。公司原因： 1、据2025年7月23日中集安瑞科微信公众号，子公司已向航天科技集团六院165所交付9台大型低温液氧储罐用于酒泉发射工位，2025年相关业务营业收入和在手订单超亿元人民币，跻身全球主要航空航天储存装备供应商。 2、据2026年2月2日机构调研，公司模块化数据中心在中东、东南亚累计交付超1000兆瓦、17000个模块，2024年马来西亚2312项目60MW仅用10个月建成，PUE<1.4，正为300MW AI/Cloud客户提供预制化服务。 3、根据2025年11月5日互动易：公司高度重视在轨道交通等新兴氢能应用领域的市场开拓，并已与中国中车集团建立了良好的合作关系。 4、据2026年2月2日机构调研，海工手持订单约55.5亿美元，排产至2027/2028年，2025年FPSO/FLNG等高端装备盈利能力大幅提升。	公司模块化数据中心产能由单基地扩至三大基地协同量产，聚焦机房、供配电、预冷、柴发全预制模块，交付能力全面提升，并加速东南亚市场布局	2026-03-10\|13.31\|2.31\|13.10\|13.45\|13.08\|509965;2026-03-11\|13.02\|-2.18\|13.26\|13.38\|12.90\|575636;2026-03-12\|13.04\|0.15\|12.92\|13.38\|12.69\|636250;2026-03-13\|12.28\|-5.83\|13.04\|13.10\|12.23\|772584;2026-03-16\|11.99\|-2.36\|12.44\|12.45\|11.64\|680625;2026-03-17\|11.73\|-2.17\|12.05\|12.15\|11.69\|453200;2026-03-18\|11.62\|-0.94\|11.79\|11.83\|11.44\|364912;2026-03-19\|11.00\|-5.34\|11.48\|11.56\|10.89\|472703;2026-03-20\|10.74\|-2.36\|11.00\|11.13\|10.67\|415752;2026-03-23\|10.55\|-1.77\|10.66\|10.78\|10.28\|678051;2026-03-24\|11.40\|8.06\|10.70\|11.43\|10.55\|865825;2026-03-25\|11.40\|0.00\|11.41\|11.68\|11.26\|549378;2026-03-26\|11.40\|0.00\|11.41\|11.68\|11.33\|477551;2026-03-27\|11.22\|-1.58\|11.25\|11.42\|11.12\|385170;2026-03-30\|11.23\|0.09\|11.08\|11.44\|10.99\|509461;2026-03-31\|10.83\|-3.56\|11.23\|11.37\|10.77\|710092;2026-04-01\|10.90\|0.65\|11.08\|11.18\|10.75\|799391;2026-04-02\|10.60\|-2.75\|10.84\|11.24\|10.50\|491775;2026-04-03\|10.74\|1.32\|10.59\|10.84\|10.33\|438487;2026-04-07\|11.15\|3.82\|10.70\|11.42\|10.66\|589832;2026-04-08\|11.66\|4.57\|11.29\|11.68\|11.21\|765134;2026-04-09\|11.57\|-0.77\|11.53\|11.83\|11.45\|403820;2026-04-10\|11.91\|2.94\|11.58\|12.20\|11.57\|598505;2026-04-13\|11.82\|-0.76\|11.81\|12.25\|11.78\|447987;2026-04-14\|11.72\|-0.85\|11.85\|11.92\|11.45\|456944;2026-04-15\|11.88\|1.37\|11.78\|12.22\|11.73\|468410;2026-04-16\|12.10\|1.85\|11.83\|12.24\|11.83\|456095;2026-04-17\|11.64\|-3.80\|12.06\|12.11\|11.60\|400717;2026-04-20\|11.45\|-1.63\|11.50\|11.52\|10.80\|697233;2026-04-21\|11.35\|-0.87\|11.43\|11.76\|11.13\|774296;2026-04-22\|11.60\|2.20\|11.30\|11.68\|10.99\|702364;2026-04-23\|11.34\|-2.24\|11.64\|11.64\|11.16\|379580;2026-04-24\|11.11\|-2.03\|11.30\|11.42\|10.83\|487908;2026-04-27\|11.16\|0.45\|11.10\|11.31\|11.01\|334666;2026-04-28\|11.30\|1.25\|11.10\|11.37\|11.07\|393951;2026-04-29\|12.43\|10.00\|11.12\|12.43\|11.03\|866283;2026-04-30\|12.39\|-0.32\|12.52\|12.60\|12.05\|745190;2026-05-06\|13.36\|7.83\|12.50\|13.63\|12.23\|1194557;2026-05-07\|13.21\|-1.12\|13.37\|13.65\|13.11\|858738;2026-05-08\|12.81\|-3.03\|13.21\|13.40\|12.69\|566306;2026-05-11\|13.20\|3.04\|12.90\|13.35\|12.72\|607140;2026-05-12\|12.84\|-2.73\|13.20\|13.32\|12.77\|381713;2026-05-13\|13.02\|1.40\|12.68\|13.12\|12.57\|447352;2026-05-14\|12.60\|-3.23\|13.02\|13.05\|12.60\|420317;2026-05-15\|12.13\|-3.73\|12.55\|12.85\|12.04\|456477;2026-05-18\|11.53\|-4.95\|11.97\|12.17\|11.22\|679661;2026-05-19\|11.64\|0.95\|11.56\|11.96\|11.41\|531731;2026-05-20\|11.32\|-2.75\|11.55\|11.73\|11.16\|618851;2026-05-21\|10.19\|-9.98\|10.89\|11.10\|10.19\|1618099;2026-05-22\|10.33\|1.37\|10.32\|10.38\|9.76\|806777;2026-05-25\|10.12\|-2.03\|10.34\|10.60\|10.08\|479096;2026-05-26\|10.11\|-0.10\|10.13\|10.18\|9.80\|710056;2026-05-27\|10.34\|2.27\|10.11\|10.66\|10.05\|873017;2026-05-28\|11.15\|7.83\|10.20\|11.22\|10.05\|917960;2026-05-29\|11.02\|-1.17\|11.15\|11.43\|10.89\|538021;2026-06-01\|10.81\|-1.91\|11.02\|11.19\|10.74\|396557;2026-06-02\|10.48\|-3.05\|10.81\|10.90\|10.34\|403890;2026-06-03\|10.56\|0.76\|10.44\|10.72\|10.35\|276128;2026-06-04\|10.09\|-4.45\|10.59\|10.64\|10.04\|398569;2026-06-05\|9.87\|-2.18\|10.12\|10.23\|9.77\|331634;2026-06-08\|9.43\|-4.46\|9.67\|9.80\|9.31\|416138;2026-06-09\|9.40\|-0.32\|9.60\|9.60\|8.74\|996318;2026-06-10\|9.25\|-1.60\|9.27\|9.61\|9.05\|448125;2026-06-11\|9.26\|0.11\|9.16\|9.33\|8.96\|386014;2026-06-12\|8.97\|-3.13\|9.29\|9.38\|8.91\|656609;2026-06-15\|9.40\|4.79\|9.05\|9.41\|9.05\|584517;2026-06-16\|9.16\|-2.55\|9.39\|9.39\|9.00\|359884;2026-06-17\|9.09\|-0.76\|9.15\|9.38\|9.01\|394316;2026-06-18\|8.88\|-2.31\|9.09\|9.28\|8.84\|540773;2026-06-22\|8.98\|1.13\|8.76\|8.99\|8.55\|515269;2026-06-23\|8.53\|-5.01\|8.90\|8.96\|8.50\|475846;2026-06-24\|8.77\|2.81\|8.53\|9.04\|8.49\|604362;2026-06-25\|8.81\|0.46\|8.75\|9.04\|8.63\|481145;2026-06-26\|8.43\|-4.31\|8.81\|8.84\|8.38\|451201;2026-06-29\|8.19\|-2.85\|8.39\|8.40\|8.00\|435120;2026-06-30\|8.11\|-0.98\|8.20\|8.20\|8.05\|278489;2026-07-01\|8.09\|-0.25\|8.11\|8.20\|7.93\|315872;2026-07-02\|7.86\|-2.84\|8.06\|8.13\|7.86\|378342;2026-07-03\|8.26\|5.09\|7.94\|8.39\|7.86\|536102;2026-07-06\|8.19\|-0.85\|8.31\|8.41\|8.10\|329337;2026-07-07\|7.96\|-2.81\|8.22\|8.27\|7.91\|259999;2026-07-08\|7.90\|-0.75\|7.96\|8.15\|7.86\|293927;2026-07-09\|8.08\|2.28\|7.86\|8.14\|7.80\|359663;2026-07-10\|8.20\|1.49\|8.13\|8.39\|7.87\|417742;2026-07-13\|7.64\|-6.83\|8.12\|8.18\|7.61\|501039;2026-07-14\|7.70\|0.79\|7.66\|7.71\|7.51\|333670;2026-07-15\|7.70\|0.00\|7.67\|7.80\|7.61\|262066;2026-07-16\|7.53\|-2.21\|7.65\|7.70\|7.49\|359690;2026-07-17\|7.45\|-1.06\|7.53\|7.68\|7.36\|435471
102988	腾讯云上调CodeBuddy、WorkBuddy计费方案	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-03-10\|129.27\|7.11\|123.20\|130.00\|123.20\|181289;2026-03-11\|125.76\|-2.72\|129.17\|132.39\|125.58\|161837;2026-03-12\|120.50\|-4.18\|125.99\|127.55\|117.71\|174503;2026-03-13\|117.64\|-2.37\|118.50\|119.85\|115.50\|112692;2026-03-16\|117.38\|-0.22\|117.78\|117.99\|112.51\|124609;2026-03-17\|107.75\|-8.20\|119.50\|119.55\|106.23\|243651;2026-03-18\|109.98\|2.07\|108.00\|110.57\|106.26\|128022;2026-03-19\|104.06\|-5.38\|106.50\|108.00\|103.53\|172575;2026-03-20\|103.73\|-0.32\|105.50\|106.18\|102.60\|130089;2026-03-23\|96.84\|-6.64\|100.00\|102.29\|96.40\|173016;2026-03-24\|98.89\|2.12\|99.00\|99.26\|95.70\|126715;2026-03-25\|103.10\|4.26\|101.31\|105.00\|101.31\|163832;2026-03-26\|100.27\|-2.74\|102.61\|103.56\|99.83\|92742;2026-03-27\|101.25\|0.98\|99.00\|102.88\|98.07\|92828;2026-03-30\|100.45\|-0.79\|99.80\|101.39\|98.07\|91360;2026-03-31\|97.20\|-3.24\|100.46\|100.61\|96.08\|113178;2026-04-01\|102.57\|5.52\|100.88\|102.88\|99.30\|135671;2026-04-02\|96.40\|-6.02\|100.70\|101.80\|95.50\|176983;2026-04-03\|94.57\|-1.90\|97.74\|98.29\|94.56\|110174;2026-04-07\|93.79\|-0.82\|95.50\|96.16\|93.63\|114902;2026-04-08\|102.50\|9.29\|97.85\|102.95\|97.50\|174136;2026-04-09\|102.57\|0.07\|101.10\|105.92\|101.10\|156136;2026-04-10\|105.11\|2.48\|103.49\|108.00\|103.00\|191689;2026-04-13\|104.45\|-0.63\|103.61\|105.78\|102.30\|149080;2026-04-14\|108.67\|4.04\|106.86\|110.82\|104.46\|217066;2026-04-15\|105.59\|-2.83\|111.51\|112.30\|104.42\|200175;2026-04-16\|104.53\|-1.00\|105.59\|106.80\|104.04\|175041;2026-04-17\|106.13\|1.53\|104.53\|108.00\|102.73\|204247;2026-04-20\|112.05\|5.58\|106.12\|114.60\|105.30\|283956;2026-04-21\|107.46\|-4.10\|108.88\|109.00\|105.50\|238668;2026-04-22\|108.37\|0.85\|106.20\|109.41\|105.00\|251763;2026-04-23\|106.46\|-1.76\|109.49\|110.10\|103.87\|206304;2026-04-24\|104.54\|-1.80\|105.14\|107.71\|104.31\|174686;2026-04-27\|108.04\|3.35\|104.00\|109.87\|103.80\|226837;2026-04-28\|105.10\|-2.72\|107.50\|108.50\|104.50\|143243;2026-04-29\|115.61\|10.00\|110.00\|115.61\|109.50\|227312;2026-04-30\|120.21\|3.98\|121.39\|124.57\|118.22\|384842;2026-05-06\|120.33\|0.10\|122.50\|123.00\|119.39\|307180;2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983
102987	腾讯云上调CodeBuddy、WorkBuddy计费方案	算力中心+智慧安防+三季报暴增行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年半年度报告，公司及全资子公司灵算智云武汉投资有限公司与宜兴兴阳产业投资有限公司共建宜兴市人工智能算力中心项目，预算8,162.95万元，期末已投入4,895.32万元，工程进度60%，布局智算中心新赛道。 2、据2025年半年度报告，公司形成安保运营、智慧城市系统集成、智能安防产品制造三大业务格局，具备覆盖“人身安全、工业安全、信息安全”的全产业链能力，2025年上半年境内智慧城市系统集成与智能制造业务收入5.47亿元，同比增长31.49%。 3、据2025年10月31日披露的三季报，公司2025年前三季度营收23.65亿元，同比增长15.84%，归母净利润1.98亿元，同比增长1748.16%。	公司及全资子公司灵算智云武汉投资有限公司已与宜兴兴阳产业投资有限公司签署协议共建宜兴市人工智能算力中心项目；一季度净利润同比增长231%	2026-03-10\|3.60\|1.98\|3.57\|3.66\|3.55\|528948;2026-03-11\|3.61\|0.28\|3.60\|3.63\|3.58\|442003;2026-03-12\|3.58\|-0.83\|3.59\|3.61\|3.55\|339141;2026-03-13\|3.49\|-2.51\|3.57\|3.57\|3.49\|403010;2026-03-16\|3.54\|1.43\|3.50\|3.55\|3.49\|397295;2026-03-17\|3.53\|-0.28\|3.56\|3.61\|3.52\|420051;2026-03-18\|3.55\|0.57\|3.53\|3.56\|3.51\|343386;2026-03-19\|3.52\|-0.85\|3.51\|3.60\|3.49\|579359;2026-03-20\|3.39\|-3.69\|3.50\|3.54\|3.39\|550402;2026-03-23\|3.17\|-6.49\|3.33\|3.34\|3.13\|709779;2026-03-24\|3.33\|5.05\|3.27\|3.33\|3.18\|571187;2026-03-25\|3.35\|0.60\|3.33\|3.38\|3.30\|485492;2026-03-26\|3.30\|-1.49\|3.35\|3.40\|3.29\|355928;2026-03-27\|3.34\|1.21\|3.25\|3.35\|3.23\|410094;2026-03-30\|3.39\|1.50\|3.28\|3.41\|3.24\|493938;2026-03-31\|3.35\|-1.18\|3.37\|3.43\|3.35\|352992;2026-04-01\|3.37\|0.60\|3.40\|3.42\|3.35\|328888;2026-04-02\|3.31\|-1.78\|3.36\|3.41\|3.29\|343345;2026-04-03\|3.64\|9.97\|3.31\|3.64\|3.28\|1177936;2026-04-07\|4.00\|9.89\|3.85\|4.00\|3.75\|2586298;2026-04-08\|4.40\|10.00\|4.00\|4.40\|3.90\|2624608;2026-04-09\|4.48\|1.82\|4.84\|4.84\|4.44\|6745486;2026-04-10\|4.08\|-8.93\|4.48\|4.51\|4.05\|5285355;2026-04-13\|4.49\|10.05\|3.99\|4.49\|3.96\|3061094;2026-04-14\|4.52\|0.67\|4.46\|4.66\|4.35\|5680379;2026-04-15\|4.41\|-2.43\|4.50\|4.73\|4.38\|3885764;2026-04-16\|4.68\|6.12\|4.39\|4.76\|4.32\|4691229;2026-04-17\|4.47\|-4.49\|4.48\|4.55\|4.33\|3462733;2026-04-20\|4.27\|-4.47\|4.39\|4.48\|4.22\|3062089;2026-04-21\|4.08\|-4.45\|4.27\|4.28\|4.03\|2310711;2026-04-22\|4.11\|0.74\|4.03\|4.18\|3.96\|2483701;2026-04-23\|3.89\|-5.35\|4.04\|4.09\|3.87\|2043796;2026-04-24\|3.75\|-3.60\|3.86\|3.86\|3.71\|1555544;2026-04-27\|3.78\|0.80\|3.76\|3.79\|3.65\|1256626;2026-04-28\|3.69\|-2.38\|3.73\|3.83\|3.67\|1491148;2026-04-29\|4.06\|10.03\|3.81\|4.06\|3.81\|2204699;2026-04-30\|3.92\|-3.45\|4.06\|4.06\|3.89\|2328379;2026-05-06\|4.03\|2.81\|3.96\|4.08\|3.95\|2021296;2026-05-07\|4.14\|2.73\|4.01\|4.17\|4.00\|1992949;2026-05-08\|4.18\|0.97\|4.14\|4.25\|4.08\|1985621;2026-05-11\|4.15\|-0.72\|4.18\|4.29\|4.12\|2028352;2026-05-12\|4.05\|-2.41\|4.09\|4.14\|4.02\|1655977;2026-05-13\|4.11\|1.48\|4.05\|4.13\|3.98\|1194083;2026-05-14\|3.91\|-4.87\|4.11\|4.16\|3.90\|1164035;2026-05-15\|3.88\|-0.77\|3.95\|4.02\|3.84\|966324;2026-05-18\|3.87\|-0.26\|3.87\|3.90\|3.81\|762087;2026-05-19\|3.98\|2.84\|3.89\|4.09\|3.84\|1315177;2026-05-20\|3.75\|-5.78\|3.93\|3.95\|3.72\|1268929;2026-05-21\|3.55\|-5.33\|3.75\|3.79\|3.55\|1206433;2026-05-22\|3.58\|0.85\|3.59\|3.61\|3.52\|785026;2026-05-25\|3.53\|-1.40\|3.59\|3.63\|3.50\|658526;2026-05-26\|3.45\|-2.27\|3.50\|3.51\|3.38\|714655;2026-05-27\|3.34\|-3.19\|3.41\|3.47\|3.31\|690871;2026-05-28\|3.41\|2.10\|3.35\|3.44\|3.33\|732571;2026-05-29\|3.28\|-3.81\|3.42\|3.43\|3.26\|740764;2026-06-01\|3.33\|1.52\|3.29\|3.36\|3.25\|632270;2026-06-02\|3.24\|-2.70\|3.35\|3.36\|3.19\|635328;2026-06-03\|3.24\|0.00\|3.22\|3.29\|3.21\|505400;2026-06-04\|3.18\|-1.85\|3.21\|3.28\|3.15\|592048;2026-06-05\|3.18\|0.00\|3.18\|3.23\|3.11\|639902;2026-06-08\|3.02\|-5.03\|3.12\|3.17\|2.99\|767962;2026-06-09\|3.05\|0.99\|3.05\|3.08\|3.01\|527064;2026-06-10\|3.04\|-0.33\|3.02\|3.09\|2.97\|629326;2026-06-11\|2.85\|-6.25\|3.00\|3.01\|2.83\|849040;2026-06-12\|2.87\|0.70\|2.88\|2.93\|2.83\|699251;2026-06-15\|2.93\|2.09\|2.89\|3.00\|2.88\|551246;2026-06-16\|2.95\|0.68\|2.92\|2.97\|2.85\|526767;2026-06-17\|2.90\|-1.69\|2.95\|2.96\|2.87\|419935;2026-06-18\|2.86\|-1.38\|2.89\|2.92\|2.84\|460592;2026-06-22\|2.87\|0.35\|2.86\|2.87\|2.76\|609949;2026-06-23\|2.89\|0.70\|2.85\|2.94\|2.83\|657756;2026-06-24\|2.76\|-4.50\|2.89\|2.89\|2.72\|754501;2026-06-25\|2.71\|-1.81\|2.77\|2.80\|2.69\|528114;2026-06-26\|2.61\|-3.69\|2.68\|2.72\|2.61\|582742;2026-06-29\|2.60\|-0.38\|2.60\|2.63\|2.53\|563857;2026-06-30\|2.66\|2.31\|2.63\|2.68\|2.59\|567872;2026-07-01\|2.75\|3.38\|2.65\|2.78\|2.65\|641123;2026-07-02\|2.70\|-1.82\|2.74\|2.89\|2.69\|720451;2026-07-03\|2.72\|0.74\|2.69\|2.75\|2.67\|516084;2026-07-06\|2.67\|-1.84\|2.69\|2.75\|2.65\|413505;2026-07-07\|2.57\|-3.75\|2.65\|2.67\|2.56\|413455;2026-07-08\|2.61\|1.56\|2.57\|2.63\|2.52\|504569;2026-07-09\|2.60\|-0.38\|2.62\|2.64\|2.52\|556780;2026-07-10\|2.67\|2.69\|2.56\|2.74\|2.55\|748058;2026-07-13\|2.53\|-5.24\|2.66\|2.69\|2.50\|755572;2026-07-14\|2.56\|1.19\|2.51\|2.58\|2.46\|513913;2026-07-15\|2.65\|3.52\|2.55\|2.65\|2.55\|650098;2026-07-16\|2.67\|0.75\|2.62\|2.72\|2.59\|593894;2026-07-17\|2.55\|-4.49\|2.66\|2.71\|2.52\|627091
102986	腾讯云上调CodeBuddy、WorkBuddy计费方案	算力租赁+英伟达合作+AI营销行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年8月29日公告，公司出资2.8亿元设立青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务，重点布局国产GPU算力租赁。 2、据2025年9月30日互动易，公司与英伟达中国区总代理科通技术签署战略合作并投资，保障AI算力芯片供应，并为字节跳动、科大讯飞、电信运营商等客户提供训练、推理芯片。 3、据2026年4月18日年报，公司2025年营收36.65亿元，归母净利润1.90亿元，同比增长54.04%，拟每10股派7.2元含税。	公司与科通技术签署战略合作并投资，科通为NVIDIA中国区总代理，保障公司算力中心GPU硬件需求，并拟2.8亿元在青海设全资子公司青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务	2026-03-10\|36.92\|0.05\|37.30\|37.75\|36.86\|38167;2026-03-11\|36.83\|-0.24\|36.92\|38.80\|36.65\|64434;2026-03-12\|35.88\|-2.58\|36.60\|36.83\|35.70\|29495;2026-03-13\|35.48\|-1.11\|35.87\|36.35\|35.26\|22144;2026-03-16\|35.20\|-0.79\|35.48\|35.73\|34.86\|24338;2026-03-17\|34.53\|-1.90\|35.30\|35.47\|34.43\|23218;2026-03-18\|35.29\|2.20\|34.52\|35.41\|34.40\|15633;2026-03-19\|34.59\|-1.98\|34.85\|35.11\|34.45\|20752;2026-03-20\|33.76\|-2.40\|34.66\|35.10\|33.68\|26442;2026-03-23\|31.20\|-7.58\|33.03\|33.47\|30.58\|52461;2026-03-24\|31.65\|1.44\|31.55\|31.98\|30.95\|32229;2026-03-25\|34.82\|10.02\|31.77\|34.82\|31.77\|43643;2026-03-26\|34.79\|-0.09\|35.58\|35.58\|34.56\|67368;2026-03-27\|34.94\|0.43\|34.79\|35.38\|34.30\|43445;2026-03-30\|36.58\|4.69\|35.28\|37.16\|34.53\|73646;2026-03-31\|36.20\|-1.04\|36.77\|37.29\|36.20\|72712;2026-04-01\|36.47\|0.75\|36.51\|36.75\|36.11\|42168;2026-04-02\|36.39\|-0.22\|36.16\|36.99\|36.01\|37992;2026-04-03\|34.81\|-4.34\|36.75\|36.75\|34.40\|34845;2026-04-07\|34.40\|-1.18\|34.73\|34.89\|33.61\|48656;2026-04-08\|36.78\|6.92\|35.55\|36.95\|35.10\|55000;2026-04-09\|36.47\|-0.84\|36.60\|36.73\|35.90\|34181;2026-04-10\|36.13\|-0.93\|36.90\|37.14\|36.13\|33027;2026-04-13\|36.29\|0.44\|35.82\|37.00\|35.50\|32973;2026-04-14\|36.99\|1.93\|36.69\|37.76\|36.37\|49084;2026-04-15\|36.23\|-2.05\|36.98\|37.38\|36.17\|43986;2026-04-16\|37.33\|3.04\|36.37\|37.82\|36.24\|52120;2026-04-17\|37.99\|1.77\|37.32\|38.50\|36.71\|64528;2026-04-20\|41.79\|10.00\|39.50\|41.79\|39.50\|72782;2026-04-21\|41.06\|-1.75\|41.09\|42.58\|40.74\|140391;2026-04-22\|42.27\|2.95\|41.32\|42.80\|40.08\|122901;2026-04-23\|41.26\|-2.39\|41.85\|42.28\|41.20\|68728;2026-04-24\|40.10\|-2.81\|41.00\|41.26\|40.06\|52605;2026-04-27\|40.08\|-0.05\|39.78\|40.29\|38.93\|49925;2026-04-28\|44.09\|10.01\|39.50\|44.09\|38.87\|142596;2026-04-29\|48.50\|10.00\|46.21\|48.50\|45.06\|206474;2026-04-30\|47.06\|-2.97\|48.76\|49.73\|45.66\|275735;2026-05-06\|47.52\|0.98\|47.50\|48.17\|46.20\|163941;2026-05-07\|52.27\|10.00\|48.05\|52.27\|47.69\|158974;2026-05-08\|52.00\|-0.52\|52.96\|54.96\|51.90\|197257;2026-05-11\|54.40\|4.62\|52.44\|55.94\|51.57\|156566;2026-05-12\|54.75\|0.64\|54.40\|56.79\|53.60\|138988;2026-05-13\|60.23\|10.01\|54.00\|60.23\|54.00\|125475;2026-05-14\|60.50\|0.45\|62.95\|63.53\|58.73\|176021;2026-05-15\|60.67\|0.28\|60.49\|62.20\|59.00\|130020;2026-05-18\|59.91\|-1.25\|59.00\|61.94\|57.59\|126458;2026-05-19\|61.50\|2.65\|59.32\|62.90\|58.70\|155424;2026-05-20\|61.76\|0.42\|60.80\|65.00\|60.70\|138938;2026-05-21\|61.01\|-1.21\|60.72\|64.44\|60.00\|124418;2026-05-22\|63.59\|4.23\|61.05\|65.00\|60.33\|113160;2026-05-25\|57.23\|-10.00\|63.60\|63.70\|57.23\|129540;2026-05-26\|56.39\|-0.21\|55.12\|57.80\|54.39\|126775;2026-05-27\|55.60\|-1.40\|56.81\|58.20\|54.54\|119586;2026-05-28\|51.90\|-6.65\|55.98\|56.48\|50.37\|158448;2026-05-29\|49.18\|-5.24\|52.93\|53.20\|48.62\|121376;2026-06-01\|50.31\|2.30\|49.20\|52.65\|48.18\|93019;2026-06-02\|48.80\|-3.00\|50.05\|50.05\|47.91\|62371;2026-06-03\|49.45\|1.33\|48.08\|50.51\|48.08\|78145;2026-06-04\|47.88\|-3.17\|49.45\|49.69\|47.21\|59431;2026-06-05\|47.20\|-1.42\|48.35\|49.00\|46.55\|44047;2026-06-08\|47.04\|-0.34\|45.02\|48.07\|45.02\|61439;2026-06-09\|45.99\|-2.23\|47.50\|47.50\|45.64\|47314;2026-06-10\|45.84\|-0.33\|46.21\|46.21\|44.07\|59512;2026-06-11\|46.02\|0.39\|45.00\|47.33\|44.75\|58988;2026-06-12\|45.11\|-1.98\|46.02\|46.59\|45.00\|43351;2026-06-15\|46.25\|2.53\|45.34\|47.00\|45.34\|51351;2026-06-16\|49.49\|7.01\|46.26\|50.88\|45.39\|119269;2026-06-17\|50.33\|1.70\|49.78\|52.51\|49.50\|109804;2026-06-18\|54.16\|7.61\|50.41\|55.36\|50.41\|119076;2026-06-22\|59.58\|10.01\|54.91\|59.58\|54.63\|171399;2026-06-23\|56.44\|-5.27\|61.07\|61.20\|55.82\|118170;2026-06-24\|57.19\|1.33\|56.44\|57.71\|55.48\|81278;2026-06-25\|56.64\|-0.96\|56.67\|60.44\|56.60\|80743;2026-06-26\|52.93\|-6.55\|56.20\|58.22\|52.78\|87928;2026-06-29\|49.72\|-6.06\|52.91\|54.64\|48.33\|104501;2026-06-30\|50.64\|1.85\|49.80\|52.39\|49.06\|68766;2026-07-01\|50.03\|-1.20\|51.20\|52.39\|49.00\|60942;2026-07-02\|52.11\|4.16\|49.43\|55.00\|49.40\|123771;2026-07-03\|51.19\|-1.77\|51.51\|53.13\|48.88\|96747;2026-07-06\|48.40\|-5.45\|50.30\|50.97\|48.40\|67116;2026-07-07\|46.13\|-4.69\|47.98\|49.43\|46.00\|59351;2026-07-08\|45.49\|-1.39\|45.91\|47.35\|44.40\|46596;2026-07-09\|46.22\|1.60\|45.70\|47.41\|44.60\|43421;2026-07-10\|44.82\|-3.03\|46.25\|47.11\|44.80\|54983;2026-07-13\|41.07\|-8.37\|44.38\|44.99\|40.88\|58235;2026-07-14\|40.52\|-1.34\|41.47\|41.50\|39.68\|42889;2026-07-15\|41.33\|2.00\|41.53\|42.28\|40.26\|33744;2026-07-16\|40.36\|-2.35\|40.44\|41.64\|40.04\|30873;2026-07-17\|36.51\|-9.54\|40.38\|40.80\|36.44\|60286
102985	腾讯云上调CodeBuddy、WorkBuddy计费方案	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司AI算力租赁业务部署在上海市松江区的腾讯长三角人工智能超算中心等，一季度净利润2.7亿元，同比增长821.08%；本期算力业务增加，算力经销业务贡献利润2.72亿	2026-03-10\|57.41\|-1.26\|58.80\|59.01\|54.20\|483430;2026-03-11\|63.15\|10.00\|58.14\|63.15\|58.14\|516635;2026-03-12\|64.22\|1.69\|62.40\|65.99\|61.51\|480327;2026-03-13\|61.70\|-3.92\|62.30\|64.38\|61.45\|322508;2026-03-16\|61.43\|-0.44\|61.93\|62.50\|59.75\|227745;2026-03-17\|58.14\|-5.36\|62.81\|62.83\|58.14\|232046;2026-03-18\|61.88\|6.43\|58.49\|62.22\|56.60\|257557;2026-03-19\|68.07\|10.00\|61.53\|68.07\|60.52\|334858;2026-03-20\|61.26\|-10.00\|69.50\|71.88\|61.26\|443877;2026-03-23\|57.55\|-6.06\|58.71\|61.90\|57.11\|341878;2026-03-24\|56.98\|-0.99\|58.70\|58.90\|55.17\|254374;2026-03-25\|62.68\|10.00\|57.63\|62.68\|57.63\|153890;2026-03-26\|66.05\|5.38\|63.31\|68.29\|63.00\|403797;2026-03-27\|64.48\|-2.38\|65.20\|66.24\|63.32\|256484;2026-03-30\|64.37\|-0.17\|64.45\|66.90\|63.19\|234409;2026-03-31\|64.24\|-0.20\|64.37\|66.05\|61.91\|261819;2026-04-01\|65.87\|2.54\|65.32\|70.00\|63.00\|435465;2026-04-02\|60.26\|-8.52\|63.50\|64.20\|59.61\|313626;2026-04-03\|59.42\|-1.39\|61.51\|62.43\|58.45\|198566;2026-04-07\|64.00\|7.71\|59.50\|65.36\|59.50\|383109;2026-04-08\|70.40\|10.00\|66.66\|70.40\|65.62\|288787;2026-04-09\|74.62\|5.99\|71.42\|76.99\|71.42\|431524;2026-04-10\|72.68\|-2.60\|74.00\|75.81\|72.00\|279423;2026-04-13\|72.68\|0.00\|73.98\|79.95\|70.71\|526715;2026-04-14\|79.95\|10.00\|78.00\|79.95\|74.00\|320240;2026-04-15\|87.95\|10.01\|81.55\|87.95\|79.95\|442209;2026-04-16\|95.85\|8.98\|87.95\|96.75\|87.95\|555692;2026-04-17\|105.44\|10.01\|96.61\|105.44\|96.61\|372403;2026-04-20\|107.28\|1.75\|108.00\|109.97\|104.00\|544925;2026-04-21\|101.19\|-5.68\|104.00\|106.00\|99.35\|371605;2026-04-22\|108.20\|6.93\|101.30\|110.18\|99.02\|491017;2026-04-23\|116.48\|7.65\|108.00\|119.02\|107.91\|442525;2026-04-24\|109.42\|-6.06\|111.68\|116.10\|105.00\|438185;2026-04-27\|108.50\|-0.84\|107.11\|111.99\|105.00\|359856;2026-04-28\|119.35\|10.00\|119.35\|119.35\|119.35\|62575;2026-04-29\|131.29\|10.00\|130.99\|131.29\|128.11\|144191;2026-04-30\|144.41\|9.99\|142.32\|144.42\|136.72\|447055;2026-05-06\|158.85\|10.00\|149.95\|158.85\|144.11\|334172;2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967
102984	腾讯云上调CodeBuddy、WorkBuddy计费方案	算力租赁+液冷+拟收购易信科技+湖南国资行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2026年3月13日重组报告书修订稿，公司拟通过发行股份及支付现金方式向白本通、张利民等25名交易对方购买深圳易信科技股份有限公司97.40%股份，交易完成后将由传统纺织向AIDC新型数字基础设施战略转型，易信科技专注绿色智算中心全生命周期服务，自建深圳百旺信智算中心PUE值1.21，2020年被国家能源局、工信部等六部委认定为“国家绿色数据中心”。 2、据易信科技2025年6月5日官微：易信科技与博健科技研发的 “双冷源阶梯冷却技术” 通过创新架构设计，实现了高密度场景下的能效突破。满足不同气候条件下的智算中心建设和老旧低功率数据中心的高密度改造场景。 3、据2026年4月9日互动易，公司正推进财务数据更新，完成后将尽快向上交所报送更新材料并申请恢复审核，重组进程获新进展。 4、公司控股股东为湖南兴湘投资控股集团，最终控制人为湖南省国资委。	公司拟6.62亿元购买易信科技97.40%股份，标的公司深耕AIDC领域，业务涉及智算中心双冷源阶梯冷却技术；一季报业绩同比减亏	2026-03-10\|8.71\|5.58\|8.26\|8.75\|8.22\|193278;2026-03-11\|8.63\|-0.92\|8.74\|8.75\|8.50\|137785;2026-03-12\|8.51\|-1.39\|8.63\|8.70\|8.44\|94989;2026-03-13\|8.35\|-1.88\|8.60\|8.78\|8.33\|148988;2026-03-16\|8.45\|1.20\|8.33\|8.50\|8.28\|79535;2026-03-17\|8.18\|-3.20\|8.55\|8.58\|8.18\|80542;2026-03-18\|8.47\|3.55\|8.22\|8.55\|8.15\|89523;2026-03-19\|8.69\|2.60\|8.37\|8.78\|8.32\|178434;2026-03-20\|8.33\|-4.14\|8.84\|8.84\|8.33\|141098;2026-03-23\|7.59\|-8.88\|8.12\|8.19\|7.51\|159633;2026-03-24\|7.98\|5.14\|7.75\|8.00\|7.65\|117090;2026-03-25\|8.26\|3.51\|8.02\|8.26\|7.91\|75666;2026-03-26\|8.07\|-2.30\|8.30\|8.38\|7.99\|73410;2026-03-27\|8.10\|0.37\|8.00\|8.16\|7.95\|58018;2026-03-30\|8.04\|-0.74\|8.09\|8.20\|7.94\|54848;2026-03-31\|7.89\|-1.87\|7.99\|8.16\|7.89\|61402;2026-04-01\|7.52\|-4.69\|7.93\|7.98\|7.28\|257115;2026-04-02\|7.27\|-3.32\|7.47\|7.51\|7.22\|101304;2026-04-03\|7.18\|-1.24\|7.26\|7.47\|7.01\|101195;2026-04-07\|7.24\|0.84\|7.14\|7.25\|7.11\|50251;2026-04-08\|7.39\|2.07\|7.38\|7.47\|7.30\|70476;2026-04-09\|7.41\|0.27\|7.39\|7.49\|7.31\|61236;2026-04-10\|8.15\|9.99\|7.48\|8.15\|7.44\|176338;2026-04-13\|7.85\|-3.68\|8.10\|8.10\|7.73\|226512;2026-04-14\|7.80\|-0.64\|7.93\|7.96\|7.68\|134061;2026-04-15\|7.65\|-1.92\|7.87\|7.88\|7.62\|106334;2026-04-16\|8.42\|10.07\|7.65\|8.42\|7.59\|206078;2026-04-17\|9.26\|9.98\|8.98\|9.26\|8.85\|409981;2026-04-20\|10.19\|10.04\|9.28\|10.19\|9.28\|356662;2026-04-21\|9.79\|-3.93\|11.21\|11.21\|9.75\|1210643;2026-04-22\|10.11\|3.27\|9.35\|10.38\|9.35\|1016237;2026-04-23\|9.84\|-2.67\|9.40\|10.62\|9.20\|757495;2026-04-24\|9.12\|-7.32\|9.69\|10.21\|9.00\|611281;2026-04-27\|9.23\|1.21\|8.96\|9.53\|8.60\|487106;2026-04-28\|10.15\|9.97\|9.20\|10.15\|9.20\|464310;2026-04-29\|11.17\|10.05\|10.15\|11.17\|10.14\|325002;2026-04-30\|10.80\|-3.31\|11.82\|12.29\|10.68\|976346;2026-05-06\|11.20\|3.70\|11.02\|11.26\|10.48\|748174;2026-05-07\|11.76\|5.00\|11.09\|12.22\|11.00\|792362;2026-05-08\|11.93\|1.53\|11.75\|12.43\|11.61\|503945;2026-05-11\|12.09\|1.34\|11.93\|13.12\|11.83\|658523;2026-05-12\|11.73\|-2.98\|11.90\|12.32\|11.50\|444740;2026-05-13\|12.90\|9.97\|12.90\|12.90\|12.90\|144984;2026-05-14\|14.19\|10.00\|14.19\|14.19\|14.19\|43512;2026-05-15\|13.10\|-7.68\|14.88\|15.61\|12.77\|1252136;2026-05-18\|13.49\|2.98\|12.60\|13.86\|12.35\|924325;2026-05-19\|13.17\|-2.37\|13.12\|13.60\|12.52\|685226;2026-05-20\|11.85\|-10.02\|12.66\|12.68\|11.85\|208286;2026-05-21\|13.04\|10.04\|10.96\|13.04\|10.96\|976350;2026-05-22\|13.59\|4.22\|13.09\|13.85\|11.74\|1127117;2026-05-25\|12.23\|-10.01\|13.60\|13.85\|12.23\|670509;2026-05-26\|11.01\|-9.98\|11.88\|11.92\|11.01\|509006;2026-05-27\|10.20\|-7.36\|10.38\|10.71\|10.05\|447860;2026-05-28\|10.16\|-0.39\|10.27\|10.98\|10.11\|394695;2026-05-29\|10.25\|0.89\|10.28\|10.80\|10.14\|444409;2026-06-01\|11.28\|10.05\|10.68\|11.28\|10.47\|255352;2026-06-02\|10.38\|-7.98\|11.50\|11.50\|10.36\|469470;2026-06-03\|9.92\|-4.43\|10.34\|10.38\|9.82\|321589;2026-06-04\|9.66\|-2.62\|10.00\|10.34\|9.58\|274456;2026-06-05\|9.56\|-1.04\|9.66\|9.91\|9.37\|226711;2026-06-08\|9.22\|-3.56\|9.07\|9.55\|9.00\|196321;2026-06-09\|9.36\|1.52\|9.52\|9.52\|9.00\|150805;2026-06-10\|9.20\|-1.71\|9.36\|9.45\|9.03\|121718;2026-06-11\|9.08\|-1.30\|9.04\|9.18\|8.91\|123896;2026-06-12\|9.10\|0.22\|9.19\|9.34\|8.95\|147331;2026-06-15\|9.02\|-0.88\|9.11\|9.29\|8.97\|153806;2026-06-16\|9.13\|1.22\|9.10\|9.20\|8.70\|171199;2026-06-17\|9.17\|0.44\|9.02\|9.32\|9.01\|146892;2026-06-18\|9.01\|-1.74\|9.11\|9.13\|8.86\|122670;2026-06-22\|9.04\|0.33\|8.96\|9.09\|8.80\|159530;2026-06-23\|9.12\|0.89\|9.04\|9.51\|9.00\|196957;2026-06-24\|8.84\|-3.07\|9.00\|9.17\|8.71\|158013;2026-06-25\|8.63\|-2.38\|8.80\|8.94\|8.59\|135707;2026-06-26\|8.30\|-3.82\|8.64\|8.65\|8.23\|148764;2026-06-29\|8.05\|-3.01\|8.19\|8.30\|7.95\|143048;2026-06-30\|8.32\|3.35\|8.61\|8.66\|7.96\|198858;2026-07-01\|8.66\|4.09\|8.49\|8.75\|8.25\|201619;2026-07-02\|9.53\|10.05\|8.52\|9.53\|8.50\|157261;2026-07-03\|9.52\|-0.10\|9.63\|9.91\|9.10\|502350;2026-07-06\|9.16\|-3.78\|9.33\|9.46\|9.01\|232573;2026-07-07\|8.62\|-5.90\|9.24\|9.26\|8.57\|197253;2026-07-08\|8.30\|-3.71\|8.51\|8.57\|8.22\|144688;2026-07-09\|8.34\|0.48\|8.29\|8.49\|8.08\|151676;2026-07-10\|8.39\|0.60\|8.33\|8.64\|8.18\|142446;2026-07-13\|7.73\|-7.87\|8.30\|8.45\|7.72\|160766;2026-07-14\|7.72\|-0.13\|7.65\|7.74\|7.42\|122911;2026-07-15\|7.68\|-0.52\|7.63\|7.98\|7.59\|96036;2026-07-16\|7.62\|-0.78\|7.61\|7.82\|7.52\|85269;2026-07-17\|7.18\|-5.77\|7.61\|7.70\|7.00\|129485
102983	中共中央政治局召开会议，分析研究当前经济形势和经济工作	涨停揭秘：中央政治局会议强调稳增长与扩大内需，叠加格力一季度净利润60.82亿元同比增长3%，消费板块估值修复；涨停缘由：政治局会议稳增长政策催化+白色家电龙头地位稳固+一季度净利润60.82亿同比增3%+高分红预期稳定；资金逻辑：北向资金连续回流，机构配置型资金加仓防御性板块，技术面站上年线支撑；风险提示：地产链复苏节奏偏慢，空调行业竞争加剧致毛利率承压，出口增速边际放缓	公司为白色家电龙头，一季度净利润60.82亿，同比增长3%	2026-03-10\|37.74\|1.10\|37.37\|37.74\|37.34\|285654;2026-03-11\|37.80\|0.16\|37.75\|37.87\|37.54\|276145;2026-03-12\|37.88\|0.21\|37.70\|37.92\|37.58\|239997;2026-03-13\|38.60\|1.90\|37.88\|38.66\|37.80\|593264;2026-03-16\|38.78\|0.47\|38.50\|38.90\|38.39\|422740;2026-03-17\|38.94\|0.41\|38.90\|39.20\|38.83\|438065;2026-03-18\|39.02\|0.21\|38.94\|39.05\|38.71\|353550;2026-03-19\|38.56\|-1.18\|38.80\|38.98\|38.44\|312052;2026-03-20\|38.22\|-0.88\|38.55\|38.77\|38.13\|447600;2026-03-23\|36.94\|-3.35\|37.72\|37.75\|36.83\|553679;2026-03-24\|37.60\|1.79\|37.15\|37.69\|37.02\|333400;2026-03-25\|38.13\|1.41\|37.68\|38.15\|37.55\|261142;2026-03-26\|37.94\|-0.50\|38.16\|38.35\|37.90\|192844;2026-03-27\|37.88\|-0.16\|37.61\|38.01\|37.48\|191947;2026-03-30\|37.65\|-0.61\|37.51\|37.76\|37.40\|213032;2026-03-31\|37.82\|0.45\|37.65\|38.37\|37.65\|306434;2026-04-01\|38.02\|0.53\|38.07\|38.13\|37.83\|192769;2026-04-02\|37.85\|-0.45\|38.00\|38.01\|37.70\|196462;2026-04-03\|37.47\|-1.00\|37.81\|37.91\|37.38\|172135;2026-04-07\|37.33\|-0.37\|37.48\|37.51\|37.07\|208341;2026-04-08\|37.80\|1.26\|37.64\|37.86\|37.60\|285021;2026-04-09\|37.32\|-1.27\|37.60\|37.78\|37.21\|254752;2026-04-10\|37.34\|0.05\|37.29\|37.44\|37.15\|171312;2026-04-13\|37.16\|-0.48\|37.28\|37.28\|37.04\|184075;2026-04-14\|37.28\|0.32\|37.20\|37.35\|37.10\|201059;2026-04-15\|37.39\|0.30\|37.33\|37.46\|37.21\|223352;2026-04-16\|37.32\|-0.19\|37.40\|37.52\|37.23\|219375;2026-04-17\|36.95\|-0.99\|37.25\|37.25\|36.93\|389504;2026-04-20\|36.94\|-0.03\|36.93\|37.01\|36.80\|269786;2026-04-21\|36.91\|-0.08\|36.98\|37.20\|36.88\|276517;2026-04-22\|36.94\|0.08\|36.91\|36.95\|36.61\|227739;2026-04-23\|36.96\|0.05\|36.95\|37.08\|36.78\|225089;2026-04-24\|37.11\|0.41\|36.81\|37.16\|36.71\|308383;2026-04-27\|37.51\|1.08\|37.01\|37.85\|36.98\|451724;2026-04-28\|38.44\|2.48\|37.41\|38.47\|37.36\|725043;2026-04-29\|40.47\|5.28\|39.99\|40.88\|39.60\|2007041;2026-04-30\|40.05\|-1.04\|40.49\|40.86\|40.05\|764382;2026-05-06\|39.95\|-0.25\|40.00\|40.15\|39.51\|617800;2026-05-07\|39.89\|-0.15\|39.90\|40.27\|39.75\|437508;2026-05-08\|39.91\|0.05\|39.85\|40.19\|39.77\|387756;2026-05-11\|40.46\|1.38\|39.85\|40.70\|39.60\|679354;2026-05-12\|40.34\|-0.30\|40.45\|40.85\|40.22\|464725;2026-05-13\|40.30\|-0.10\|40.29\|40.56\|40.08\|337820;2026-05-14\|40.22\|-0.20\|40.25\|40.59\|40.12\|373002;2026-05-15\|40.28\|0.15\|40.09\|40.68\|39.92\|489796;2026-05-18\|39.71\|-1.42\|40.24\|40.60\|39.61\|402091;2026-05-19\|39.56\|-0.38\|39.70\|39.90\|39.45\|400946;2026-05-20\|39.51\|-0.13\|39.56\|39.72\|39.16\|342672;2026-05-21\|38.86\|-1.65\|39.51\|39.60\|38.82\|362240;2026-05-22\|38.74\|-0.31\|38.90\|38.99\|38.42\|386700;2026-05-25\|38.63\|-0.28\|38.74\|39.12\|38.40\|325133;2026-05-26\|38.88\|0.65\|38.60\|39.00\|38.47\|336834;2026-05-27\|38.61\|-0.69\|38.80\|39.08\|38.24\|384820;2026-05-28\|37.88\|-1.89\|38.40\|38.49\|37.80\|376929;2026-05-29\|39.17\|3.41\|38.00\|39.38\|38.00\|694772;2026-06-01\|39.09\|-0.20\|38.90\|39.29\|38.63\|486477;2026-06-02\|39.52\|1.10\|39.09\|39.73\|39.00\|462828;2026-06-03\|39.50\|-0.05\|39.52\|39.68\|39.33\|298355;2026-06-04\|38.88\|-1.57\|39.50\|39.86\|38.80\|390448;2026-06-05\|38.46\|-1.08\|38.70\|39.27\|38.42\|367641;2026-06-08\|38.11\|-0.91\|38.21\|38.59\|37.93\|342635;2026-06-09\|37.88\|-0.60\|38.02\|38.08\|37.59\|397146;2026-06-10\|38.20\|0.84\|37.86\|38.39\|37.62\|347450;2026-06-11\|38.50\|0.79\|38.13\|38.65\|37.99\|384456;2026-06-12\|38.53\|0.08\|38.35\|38.63\|38.10\|461327;2026-06-15\|37.86\|-1.74\|38.53\|38.54\|37.65\|659123;2026-06-16\|37.29\|-1.51\|37.82\|37.82\|37.27\|471443;2026-06-17\|37.15\|-0.38\|37.33\|37.40\|37.02\|365021;2026-06-18\|36.72\|-1.16\|37.10\|37.29\|36.64\|551841;2026-06-22\|36.99\|0.74\|36.73\|37.36\|36.27\|509442;2026-06-23\|37.28\|0.78\|37.20\|37.64\|36.95\|466967;2026-06-24\|37.11\|-0.46\|37.00\|37.28\|36.70\|347526;2026-06-25\|37.16\|0.13\|37.06\|37.65\|36.97\|572196;2026-06-26\|37.02\|-0.38\|37.17\|37.34\|36.80\|448351;2026-06-29\|37.92\|2.43\|37.45\|38.19\|37.05\|697858;2026-06-30\|37.50\|-1.11\|38.00\|38.40\|37.27\|575456;2026-07-01\|37.46\|-0.11\|37.54\|37.77\|36.83\|597155;2026-07-02\|38.00\|1.44\|37.50\|38.25\|37.50\|646581;2026-07-03\|38.33\|0.87\|38.21\|38.87\|37.93\|589543;2026-07-06\|39.00\|1.75\|38.33\|39.10\|38.06\|619011;2026-07-07\|38.40\|-1.54\|38.82\|38.94\|38.30\|401209;2026-07-08\|38.54\|0.36\|38.30\|38.70\|38.08\|306971;2026-07-09\|38.24\|-0.78\|38.40\|38.41\|38.05\|292163;2026-07-10\|38.25\|0.03\|38.18\|38.48\|37.75\|386632;2026-07-13\|38.71\|1.20\|38.20\|38.86\|38.12\|495073;2026-07-14\|39.18\|1.21\|38.63\|39.19\|38.63\|498962;2026-07-15\|39.83\|1.66\|39.04\|39.88\|39.00\|579601;2026-07-16\|39.83\|0.00\|39.78\|40.07\|39.61\|408548;2026-07-17\|39.95\|0.30\|39.83\|40.31\|39.68\|683106
102982	中共中央政治局召开会议，分析研究当前经济形势和经济工作	辟谣澄清+能量饮料+回购注销 1、据2026年6月27日公司官方公众号澄清声明，近日网络流传的所谓“东鹏饮料创始人林木勤称不喝自家产品”的短视频系恶意捏造、无任何事实依据的虚假信息，公司已固定证据并向公安机关报案；据2026年6月28日每日经济新闻报道，事件当事人张雪公布原视频，证实网传内容系对蒋薇薇回应“有没有喝过别人花钱买的东鹏”场景的恶意剪辑和曲解。 2、据尼尔森IQ数据及每日经济新闻2026年6月28日报道，2025年东鹏特饮在我国能量饮料市场销售量占比达51.6%，连续五年位居行业第一，销售额份额占比提升至38.3%；公司主营能量饮料、电解质饮料等软饮料的研发、生产和销售。 3、据2026年5月7日公告，公司拟以自有资金回购A股股份，回购价格不超过248元/股，其中不低于90%的回购股份将用于注销并减少注册资本；据2026年5月30日公告，控股股东林木勤于5月29日增持公司H股4.98万股，并计划12个月内继续增持H股，增持金额不低于1亿港币、不超过2亿港币。	国内能量饮料龙头	2026-03-10\|239.08\|1.37\|235.66\|241.99\|233.57\|26554;2026-03-11\|237.53\|-0.65\|240.00\|240.00\|236.53\|15381;2026-03-12\|226.62\|-4.59\|237.30\|237.30\|226.62\|36829;2026-03-13\|227.20\|0.26\|225.50\|228.51\|223.51\|34265;2026-03-16\|238.95\|5.17\|226.80\|240.00\|226.01\|33430;2026-03-17\|237.50\|-0.61\|238.95\|243.75\|237.11\|22656;2026-03-18\|234.30\|-1.35\|237.50\|239.85\|233.14\|11821;2026-03-19\|229.95\|-1.86\|232.56\|233.94\|229.53\|10544;2026-03-20\|228.09\|-0.81\|229.96\|232.49\|228.09\|16289;2026-03-23\|219.46\|-3.78\|225.08\|225.80\|217.60\|18620;2026-03-24\|224.50\|2.30\|222.02\|225.20\|219.60\|21211;2026-03-25\|228.90\|1.96\|225.99\|230.00\|224.28\|12859;2026-03-26\|218.75\|-4.43\|228.99\|230.24\|218.18\|18811;2026-03-27\|225.00\|2.86\|218.60\|226.34\|216.10\|24169;2026-03-30\|227.99\|1.33\|228.00\|229.49\|223.22\|20796;2026-03-31\|205.27\|-9.97\|221.16\|222.44\|205.22\|104516;2026-04-01\|210.40\|2.50\|207.91\|213.37\|203.68\|48015;2026-04-02\|206.88\|-1.67\|212.11\|217.27\|206.38\|48403;2026-04-03\|202.27\|-2.23\|206.88\|207.88\|201.50\|26386;2026-04-07\|198.04\|-2.09\|202.18\|202.20\|197.48\|26065;2026-04-08\|206.33\|4.19\|203.00\|208.77\|199.74\|51997;2026-04-09\|201.61\|-2.29\|204.94\|205.72\|200.87\|30737;2026-04-10\|200.12\|-0.74\|201.64\|203.30\|199.01\|36369;2026-04-13\|193.95\|-3.08\|197.40\|198.05\|193.30\|42424;2026-04-14\|191.23\|-1.40\|195.65\|195.67\|188.01\|69401;2026-04-15\|193.50\|1.19\|191.37\|195.57\|190.00\|57509;2026-04-16\|194.26\|0.39\|193.03\|195.22\|192.25\|42820;2026-04-17\|199.80\|2.85\|194.00\|201.31\|192.33\|61558;2026-04-20\|203.71\|1.96\|199.90\|205.74\|198.30\|41496;2026-04-21\|201.33\|-1.17\|203.31\|204.63\|200.71\|28596;2026-04-22\|201.40\|0.03\|200.97\|203.88\|199.49\|25798;2026-04-23\|204.18\|1.38\|201.00\|208.10\|201.00\|34948;2026-04-24\|199.96\|-2.07\|203.00\|203.80\|199.87\|31296;2026-04-27\|197.75\|-1.11\|199.50\|201.02\|196.16\|28622;2026-04-28\|196.58\|-0.59\|197.88\|198.77\|196.30\|22212;2026-04-29\|208.33\|5.98\|195.90\|211.18\|195.89\|61918;2026-04-30\|203.84\|-2.16\|204.90\|208.00\|195.00\|96558;2026-05-06\|200.65\|-1.56\|203.00\|203.00\|197.19\|67428;2026-05-07\|201.45\|0.40\|200.20\|206.18\|200.20\|42442;2026-05-08\|199.98\|-0.73\|201.45\|203.40\|199.88\|29551;2026-05-11\|197.75\|-1.12\|200.00\|200.01\|195.25\|44078;2026-05-12\|194.72\|-1.53\|198.00\|198.80\|193.79\|32091;2026-05-13\|192.83\|-0.97\|194.66\|196.66\|190.89\|41005;2026-05-14\|193.50\|0.35\|193.59\|197.77\|191.00\|61389;2026-05-15\|186.09\|-3.83\|192.60\|192.60\|185.00\|65307;2026-05-18\|142.20\|0.69\|141.94\|142.36\|138.59\|59483;2026-05-19\|145.61\|2.40\|142.00\|152.50\|141.46\|115750;2026-05-20\|149.00\|2.33\|145.76\|153.00\|145.76\|100492;2026-05-21\|147.23\|-1.19\|149.03\|153.97\|147.19\|70723;2026-05-22\|144.58\|-1.80\|147.60\|150.58\|143.76\|69328;2026-05-25\|145.04\|0.32\|144.00\|148.90\|142.00\|62491;2026-05-26\|141.62\|-2.36\|144.00\|145.00\|138.60\|69221;2026-05-27\|139.10\|-1.78\|141.41\|142.88\|137.69\|67382;2026-05-28\|141.01\|1.37\|137.80\|145.50\|137.30\|84907;2026-05-29\|142.44\|1.01\|140.25\|146.50\|137.55\|89810;2026-06-01\|152.30\|6.92\|142.57\|153.00\|142.01\|115902;2026-06-02\|149.60\|-1.77\|150.00\|154.90\|148.55\|89533;2026-06-03\|143.96\|-3.77\|148.35\|148.39\|142.50\|73225;2026-06-04\|139.43\|-3.15\|143.00\|143.88\|138.78\|55033;2026-06-05\|134.39\|-3.61\|139.80\|142.96\|134.28\|82079;2026-06-08\|136.23\|1.37\|131.99\|136.85\|131.62\|61641;2026-06-09\|133.20\|-2.22\|135.09\|135.35\|131.75\|51449;2026-06-10\|131.88\|-0.99\|133.00\|135.34\|131.60\|41570;2026-06-11\|133.12\|0.94\|131.82\|134.88\|130.20\|42471;2026-06-12\|131.84\|-0.96\|131.18\|134.77\|129.21\|66893;2026-06-15\|128.26\|-2.72\|131.84\|132.30\|128.10\|80917;2026-06-16\|124.78\|-2.71\|127.80\|128.04\|124.30\|93387;2026-06-17\|125.39\|0.49\|124.78\|126.00\|123.50\|70882;2026-06-18\|120.60\|-3.82\|125.55\|125.55\|120.42\|78864;2026-06-22\|120.63\|0.02\|119.88\|120.89\|115.80\|112309;2026-06-23\|116.15\|-3.71\|118.98\|121.12\|115.58\|82488;2026-06-24\|114.05\|-1.81\|115.00\|117.95\|113.11\|67614;2026-06-25\|112.73\|-1.16\|113.50\|115.49\|111.70\|82711;2026-06-26\|110.90\|-1.62\|112.18\|113.46\|110.30\|60451;2026-06-29\|121.99\|10.00\|111.97\|121.99\|108.80\|117994;2026-06-30\|123.43\|1.18\|122.82\|124.24\|119.74\|131198;2026-07-01\|128.53\|4.13\|123.43\|130.67\|122.22\|102160;2026-07-02\|124.08\|-3.46\|127.89\|132.65\|123.90\|74172;2026-07-03\|126.35\|1.83\|123.88\|131.36\|123.46\|88017;2026-07-06\|127.90\|1.23\|125.26\|129.90\|123.99\|69029;2026-07-07\|124.45\|-2.70\|126.50\|128.01\|124.03\|42580;2026-07-08\|127.81\|2.70\|124.27\|130.00\|122.58\|77041;2026-07-09\|121.44\|-4.98\|127.00\|127.80\|121.00\|75307;2026-07-10\|121.51\|0.06\|121.44\|124.30\|118.23\|71013;2026-07-13\|120.60\|-0.75\|120.00\|122.42\|117.21\|68371;2026-07-14\|119.18\|-1.18\|120.99\|122.20\|117.13\|65244;2026-07-15\|127.45\|6.94\|118.02\|127.67\|117.25\|100313;2026-07-16\|129.65\|1.73\|126.00\|130.79\|125.45\|92994;2026-07-17\|124.43\|-4.03\|130.00\|132.58\|123.22\|80697
102981	中共中央政治局召开会议，分析研究当前经济形势和经济工作	白酒+国缘V3+国企改革行业原因： 1、据中国房地产报，1月28日，有消息称，多家房地产企业已不再被监管部门要求每月上报“三道红线”相关数据，仅部分出险房企需向总部所在城市的风险处置专班组定期汇报资产负债率等核心财务指标。 2、春节旺季临近，飞天茅台批价回升，“i茅台”飞天茅台连续20多天“秒空”，部分茅台经销商一、二月份到货飞天配额已售罄。公司原因： 1、据2026年1月9日发布的《2025年度“提质增效重回报”行动方案半年度评估报告》，国缘品牌借“苏超”IP出圈，品牌美誉度与动销双丰收，2万吨清雅酱香车间投产，总产能升至8万吨。 2、据2025年6月6日披露的投资者关系活动记录表2025年5月，公司持续加大V3等高端产品投入，省内100–500元价位市占率稳固，渠道库存压力边际缓解。 3、据2024年年度报告及2025年增持结果公告，公司最终控制人为江苏省涟水县人民政府，2025年控股股东今世缘集团完成增持计划，增持金额不超过5.4亿元，增持后持股比例升至46.0003%。	江苏优质白酒企业，现有“国缘”、“今世缘”和“高沟”三大白酒品牌	2026-03-10\|29.32\|0.76\|29.23\|29.38\|29.17\|39062;2026-03-11\|29.35\|0.10\|29.22\|29.43\|29.09\|41649;2026-03-12\|29.24\|-0.37\|29.32\|29.45\|29.11\|46168;2026-03-13\|29.40\|0.55\|29.17\|29.64\|29.12\|57206;2026-03-16\|29.76\|1.22\|29.39\|29.87\|29.34\|77033;2026-03-17\|29.58\|-0.60\|29.66\|29.94\|29.55\|54043;2026-03-18\|29.07\|-1.72\|29.60\|29.68\|28.93\|56669;2026-03-19\|28.35\|-2.48\|28.80\|28.93\|28.35\|56113;2026-03-20\|28.17\|-0.63\|28.35\|28.54\|28.10\|55782;2026-03-23\|26.99\|-4.19\|27.90\|27.91\|26.85\|84766;2026-03-24\|27.45\|1.70\|27.26\|27.45\|26.94\|50353;2026-03-25\|27.43\|-0.07\|27.45\|27.54\|27.29\|51924;2026-03-26\|26.64\|-2.88\|27.39\|27.65\|26.57\|72151;2026-03-27\|27.02\|1.43\|26.57\|27.16\|26.48\|56429;2026-03-30\|26.80\|-0.81\|26.72\|27.02\|26.46\|75563;2026-03-31\|26.50\|-1.12\|27.34\|27.58\|26.50\|104487;2026-04-01\|27.23\|2.75\|26.81\|27.47\|26.56\|105808;2026-04-02\|27.50\|0.99\|27.16\|28.02\|27.10\|108665;2026-04-03\|26.14\|-4.95\|27.40\|27.44\|25.95\|143823;2026-04-07\|25.84\|-1.15\|26.14\|26.25\|25.66\|74278;2026-04-08\|26.68\|3.25\|26.11\|26.74\|26.00\|97735;2026-04-09\|26.02\|-2.47\|26.58\|26.65\|25.93\|76737;2026-04-10\|26.31\|1.11\|26.09\|26.47\|26.02\|66081;2026-04-13\|26.10\|-0.80\|26.18\|26.23\|25.96\|43593;2026-04-14\|26.40\|1.15\|26.17\|26.41\|25.92\|81742;2026-04-15\|26.46\|0.23\|26.33\|26.70\|26.21\|76924;2026-04-16\|26.36\|-0.38\|26.44\|26.64\|26.22\|74015;2026-04-17\|25.71\|-2.47\|26.12\|26.12\|25.55\|128421;2026-04-20\|25.88\|0.66\|25.71\|26.03\|25.49\|75578;2026-04-21\|25.63\|-0.97\|25.82\|26.10\|25.60\|62283;2026-04-22\|25.64\|0.04\|25.59\|25.64\|25.34\|58410;2026-04-23\|26.26\|2.42\|25.72\|26.78\|25.70\|182656;2026-04-24\|26.65\|1.49\|26.17\|27.50\|25.92\|197851;2026-04-27\|26.08\|-2.14\|26.50\|26.50\|26.00\|91819;2026-04-28\|25.96\|-0.46\|25.95\|26.21\|25.80\|77471;2026-04-29\|27.78\|7.01\|26.50\|28.10\|26.50\|295665;2026-04-30\|27.44\|-1.22\|27.69\|28.14\|27.40\|123312;2026-05-06\|27.57\|0.47\|27.05\|27.59\|26.95\|112345;2026-05-07\|27.55\|-0.07\|27.62\|28.08\|27.41\|98550;2026-05-08\|28.13\|2.11\|27.60\|28.75\|27.36\|174436;2026-05-11\|28.91\|2.77\|27.91\|29.38\|27.88\|181597;2026-05-12\|28.80\|-0.38\|28.99\|29.40\|28.71\|127322;2026-05-13\|28.06\|-2.57\|28.71\|28.91\|27.87\|120146;2026-05-14\|28.70\|2.28\|27.90\|29.49\|27.84\|201136;2026-05-15\|27.75\|-3.31\|28.50\|28.59\|27.60\|127476;2026-05-18\|27.91\|0.58\|27.80\|28.08\|27.26\|87133;2026-05-19\|27.96\|0.18\|27.85\|28.47\|27.75\|83898;2026-05-20\|28.36\|1.43\|27.90\|28.77\|27.75\|143358;2026-05-21\|28.20\|-0.56\|28.02\|28.77\|28.02\|112541;2026-05-22\|27.09\|-3.94\|28.21\|28.32\|26.98\|119117;2026-05-25\|27.96\|3.21\|26.92\|28.50\|26.53\|166005;2026-05-26\|28.25\|1.04\|27.68\|28.68\|27.61\|139114;2026-05-27\|29.82\|5.56\|28.20\|30.20\|27.87\|291480;2026-05-28\|29.19\|-2.11\|29.20\|30.02\|29.09\|178130;2026-05-29\|30.30\|3.80\|29.10\|31.63\|29.08\|361015;2026-06-01\|29.96\|-1.12\|29.28\|30.60\|29.00\|224392;2026-06-02\|29.19\|-2.57\|29.96\|30.25\|28.90\|162520;2026-06-03\|29.49\|1.03\|29.00\|29.49\|28.20\|159379;2026-06-04\|26.76\|-5.41\|27.50\|28.25\|26.68\|128874;2026-06-05\|25.93\|-3.10\|27.01\|27.49\|25.85\|177893;2026-06-08\|25.58\|-1.35\|25.90\|26.29\|25.41\|103822;2026-06-09\|24.51\|-4.18\|25.34\|25.56\|24.30\|147408;2026-06-10\|24.43\|-0.33\|24.33\|24.74\|24.20\|100553;2026-06-11\|24.37\|-0.25\|24.25\|24.65\|23.75\|107893;2026-06-12\|25.06\|2.83\|24.30\|25.72\|24.20\|146977;2026-06-15\|25.62\|2.23\|24.96\|26.06\|24.94\|131926;2026-06-16\|24.66\|-3.75\|25.57\|25.57\|24.42\|162489;2026-06-17\|25.13\|1.91\|24.69\|25.80\|24.11\|146519;2026-06-18\|24.24\|-3.54\|25.01\|25.02\|23.96\|141156;2026-06-22\|24.40\|0.66\|23.97\|24.70\|23.66\|143798;2026-06-23\|24.03\|-1.52\|24.19\|24.94\|23.91\|134694;2026-06-24\|24.12\|0.37\|23.99\|25.35\|23.88\|176914;2026-06-25\|24.68\|2.32\|23.75\|25.18\|23.68\|225953;2026-06-26\|23.96\|-2.92\|24.38\|24.92\|23.92\|159046;2026-06-29\|24.19\|0.96\|23.69\|24.99\|22.92\|205632;2026-06-30\|23.71\|-1.98\|23.95\|24.09\|23.38\|128628;2026-07-01\|24.24\|2.24\|23.71\|24.47\|23.30\|157194;2026-07-02\|24.20\|-0.17\|24.14\|25.08\|24.02\|178220;2026-07-03\|25.09\|3.68\|24.35\|25.50\|24.31\|253578;2026-07-06\|25.58\|1.95\|25.24\|25.77\|24.80\|169334;2026-07-07\|24.62\|-3.75\|25.40\|25.69\|24.58\|119944;2026-07-08\|24.28\|-1.38\|24.63\|24.79\|24.22\|84202;2026-07-09\|23.80\|-1.98\|24.08\|24.25\|23.71\|90607;2026-07-10\|24.85\|4.41\|23.79\|25.27\|23.41\|209966;2026-07-13\|24.40\|-1.81\|24.58\|24.69\|23.89\|141764;2026-07-14\|24.45\|0.20\|24.20\|24.52\|24.00\|118529;2026-07-15\|25.91\|5.97\|24.17\|26.35\|24.03\|295291;2026-07-16\|26.58\|2.59\|25.60\|26.95\|25.60\|209052;2026-07-17\|25.63\|-3.57\|26.37\|26.86\|25.53\|146160
102980	中共中央政治局召开会议，分析研究当前经济形势和经济工作	涨停揭秘：年报及一季报超预期，净利润同比大增193.12%，量贩零食渠道快速放量验证成长性；涨停缘由：一季度净利润同比翻近两倍，发力量贩零食已切入头部连锁渠道，产能利用率持续提升；资金逻辑：小市值消费成长标的受资金关注，一季报披露后主力资金连续三日净流入，游资接力拉升；风险提示：食用菌行业竞争加剧，量贩零食业务尚处投入期，短期盈利可持续性需跟踪渠道反馈	国内领先的食用菌栽培企业，发力量贩零食，一季度净利润同比增长193.12%	2026-03-10\|199.74\|0.47\|197.97\|201.49\|197.01\|14872;2026-03-11\|199.08\|-0.33\|199.12\|201.42\|197.00\|11010;2026-03-12\|194.30\|-2.40\|198.77\|202.98\|193.05\|10016;2026-03-13\|197.71\|1.75\|194.30\|199.28\|190.20\|13235;2026-03-16\|200.50\|1.41\|199.80\|204.00\|194.10\|15513;2026-03-17\|192.10\|-4.19\|201.05\|202.98\|186.16\|32276;2026-03-18\|195.09\|1.56\|196.56\|199.86\|190.02\|38584;2026-03-19\|189.63\|-2.80\|194.51\|196.96\|188.52\|20991;2026-03-20\|191.50\|0.99\|191.32\|195.58\|189.02\|16425;2026-03-23\|184.97\|-3.41\|190.00\|194.95\|183.97\|20864;2026-03-24\|184.66\|-0.17\|188.95\|189.00\|181.50\|13412;2026-03-25\|185.66\|0.54\|184.47\|188.56\|183.52\|11811;2026-03-26\|183.67\|-1.07\|185.65\|189.77\|182.15\|11055;2026-03-27\|182.03\|-0.89\|182.91\|184.99\|181.51\|11171;2026-03-30\|184.05\|1.11\|180.97\|184.24\|178.36\|13437;2026-03-31\|182.50\|-0.84\|183.65\|187.29\|182.34\|11177;2026-04-01\|194.47\|6.56\|185.06\|195.68\|182.56\|17950;2026-04-02\|199.63\|2.65\|194.64\|201.00\|191.29\|18822;2026-04-03\|195.84\|-1.90\|200.50\|200.76\|194.21\|8903;2026-04-07\|196.77\|0.47\|195.00\|201.07\|194.01\|10461;2026-04-08\|199.75\|1.51\|199.00\|200.80\|196.01\|11484;2026-04-09\|197.01\|-1.37\|199.75\|201.50\|196.50\|8147;2026-04-10\|204.30\|3.70\|201.66\|208.00\|199.58\|11729;2026-04-13\|193.85\|-5.12\|200.12\|201.60\|192.50\|22217;2026-04-14\|194.85\|0.52\|192.78\|195.72\|191.00\|10460;2026-04-15\|205.69\|5.56\|195.00\|207.68\|194.00\|15860;2026-04-16\|210.50\|2.34\|205.68\|213.30\|203.63\|20568;2026-04-17\|203.65\|-3.25\|208.70\|209.55\|201.67\|13579;2026-04-20\|206.38\|1.34\|203.64\|210.70\|202.31\|16450;2026-04-21\|205.33\|-0.51\|205.92\|208.65\|201.20\|10289;2026-04-22\|208.98\|1.78\|205.33\|209.52\|202.00\|10804;2026-04-23\|216.01\|3.36\|209.01\|218.88\|207.12\|25709;2026-04-24\|208.01\|-3.70\|215.36\|215.55\|205.10\|15077;2026-04-27\|211.00\|1.44\|207.73\|213.75\|206.76\|14173;2026-04-28\|203.81\|-3.41\|211.03\|211.04\|201.62\|17929;2026-04-29\|224.60\|10.20\|209.95\|233.00\|207.83\|54823;2026-04-30\|226.81\|0.98\|223.88\|234.53\|219.10\|29126;2026-05-06\|223.70\|-1.00\|223.00\|226.73\|212.04\|26290;2026-05-07\|227.84\|1.85\|223.71\|229.68\|222.79\|18345;2026-05-08\|222.00\|-2.56\|227.98\|228.18\|218.00\|16391;2026-05-11\|227.94\|2.68\|221.19\|233.33\|218.16\|19323;2026-05-12\|231.00\|1.34\|226.99\|233.94\|226.49\|19279;2026-05-13\|226.99\|-1.74\|228.69\|233.11\|223.76\|15797;2026-05-14\|232.89\|2.60\|226.98\|241.86\|225.56\|20351;2026-05-15\|227.75\|-2.21\|230.99\|235.29\|226.05\|16279;2026-05-18\|223.67\|-1.79\|225.12\|228.67\|220.10\|18422;2026-05-19\|222.00\|-0.75\|223.64\|224.16\|218.20\|17457;2026-05-20\|217.94\|-1.83\|222.00\|224.85\|213.30\|17873;2026-05-21\|213.74\|-1.93\|216.73\|221.58\|213.50\|15449;2026-05-22\|209.50\|-1.98\|215.00\|215.50\|208.19\|15296;2026-05-25\|206.75\|-1.31\|208.99\|209.97\|202.00\|22771;2026-05-26\|202.40\|-2.10\|207.00\|210.98\|202.11\|17673;2026-05-27\|190.00\|-6.13\|195.70\|198.88\|182.49\|56686;2026-05-28\|180.00\|-5.26\|187.01\|190.00\|175.01\|55283;2026-05-29\|181.69\|0.94\|179.52\|187.87\|178.89\|34164;2026-06-01\|193.38\|6.43\|182.64\|197.88\|180.80\|40087;2026-06-02\|191.67\|-0.88\|193.39\|197.98\|189.53\|29205;2026-06-03\|192.92\|0.65\|193.09\|199.00\|191.33\|24079;2026-06-04\|190.00\|-1.51\|192.09\|197.43\|188.59\|22739;2026-06-05\|185.00\|-2.63\|188.99\|192.80\|183.50\|21318;2026-06-08\|180.80\|-2.27\|184.00\|187.00\|178.20\|21899;2026-06-09\|180.46\|-0.19\|181.24\|183.09\|177.67\|15010;2026-06-10\|181.60\|0.63\|181.00\|184.33\|179.20\|14906;2026-06-11\|183.00\|0.77\|181.16\|183.42\|178.10\|14142;2026-06-12\|191.60\|4.70\|183.91\|192.00\|181.81\|23695;2026-06-15\|182.01\|-5.01\|191.50\|194.87\|179.20\|26652;2026-06-16\|179.40\|-1.43\|181.00\|182.53\|177.35\|21317;2026-06-17\|178.35\|-0.59\|179.54\|180.80\|175.10\|19390;2026-06-18\|175.05\|-1.85\|178.34\|181.01\|174.90\|19138;2026-06-22\|177.00\|1.11\|173.75\|177.89\|171.07\|21695;2026-06-23\|174.92\|-1.18\|176.00\|179.26\|174.03\|14972;2026-06-24\|174.01\|-0.52\|177.73\|178.00\|173.05\|15677;2026-06-25\|171.00\|-1.73\|174.00\|176.00\|169.01\|17322;2026-06-26\|166.10\|-2.87\|171.00\|171.71\|165.02\|18764;2026-06-29\|177.15\|6.65\|166.32\|178.90\|163.95\|26719;2026-06-30\|173.41\|-2.11\|176.66\|177.87\|170.80\|16196;2026-07-01\|179.98\|3.79\|173.41\|181.48\|170.00\|19856;2026-07-02\|182.60\|1.46\|182.02\|188.90\|177.97\|29847;2026-07-03\|187.88\|2.89\|183.60\|191.90\|180.74\|25960;2026-07-06\|199.43\|6.15\|186.00\|200.60\|183.58\|31470;2026-07-07\|196.21\|-1.61\|198.00\|200.76\|195.02\|16003;2026-07-08\|201.55\|2.72\|195.06\|206.68\|195.06\|29602;2026-07-09\|195.80\|-2.85\|199.12\|202.00\|193.90\|23488;2026-07-10\|194.19\|-0.82\|194.91\|199.80\|192.20\|18089;2026-07-13\|192.28\|-0.98\|194.14\|198.12\|190.99\|21721;2026-07-14\|195.64\|1.75\|191.82\|196.53\|186.31\|18150;2026-07-15\|206.03\|5.31\|195.00\|210.80\|192.30\|43055;2026-07-16\|206.99\|0.47\|206.00\|208.88\|197.00\|31307;2026-07-17\|189.50\|-8.45\|206.00\|207.87\|188.00\|34594
102979	中共中央政治局召开会议，分析研究当前经济形势和经济工作	跨境电商+童装+一季报扭亏 1、据2025年5月9日投资者关系管理信息，公司已入驻SHEIN、TEMU、速卖通等跨境电商平台，以拓宽海外市场。 2、据2025年年度报告，公司深耕童装行业30年，旗下核心品牌“ANNIL安奈儿”定位中高端童装，截至2025年末全国门店586家。 3、据2026年4月29日一季报，公司一季度营收1.62亿元，同比增长12.53%，归母净利润1501.53万元，同比扭亏为盈。	我国知名的童装品牌之一，一季度净利润同比增长280.18%	2026-03-10\|19.54\|2.20\|19.29\|19.74\|19.12\|51384;2026-03-11\|19.73\|0.97\|19.86\|20.10\|19.47\|53813;2026-03-12\|19.73\|0.00\|19.76\|20.08\|19.50\|51061;2026-03-13\|19.21\|-2.64\|19.88\|19.88\|19.14\|40472;2026-03-16\|18.97\|-1.25\|19.20\|19.26\|18.85\|35678;2026-03-17\|18.42\|-2.90\|19.00\|19.23\|18.33\|33566;2026-03-18\|19.76\|7.27\|18.50\|20.10\|18.40\|94732;2026-03-19\|19.58\|-0.91\|19.56\|19.76\|19.32\|62854;2026-03-20\|19.17\|-2.09\|19.57\|20.00\|19.01\|63413;2026-03-23\|17.99\|-6.16\|18.88\|19.05\|17.68\|75794;2026-03-24\|19.02\|5.73\|18.39\|19.38\|17.98\|65383;2026-03-25\|19.37\|1.84\|19.13\|19.42\|18.73\|47921;2026-03-26\|19.23\|-0.72\|19.50\|19.51\|18.96\|30882;2026-03-27\|19.41\|0.94\|18.85\|19.66\|18.78\|25669;2026-03-30\|19.28\|-0.67\|19.35\|19.35\|18.93\|39281;2026-03-31\|18.93\|-1.82\|19.15\|19.85\|18.89\|43385;2026-04-01\|19.19\|1.37\|19.31\|19.49\|18.88\|34015;2026-04-02\|19.05\|-0.73\|19.33\|19.42\|18.93\|46189;2026-04-03\|18.26\|-4.15\|19.00\|19.15\|18.23\|44019;2026-04-07\|18.38\|0.66\|18.27\|18.59\|18.17\|26051;2026-04-08\|18.95\|3.10\|18.60\|19.12\|18.50\|40000;2026-04-09\|18.91\|-0.21\|18.88\|19.14\|18.56\|36322;2026-04-10\|18.78\|-0.69\|19.01\|19.20\|18.73\|45123;2026-04-13\|19.16\|2.02\|18.69\|19.30\|18.63\|50562;2026-04-14\|19.52\|1.88\|19.16\|19.70\|18.95\|51999;2026-04-15\|19.08\|-2.25\|19.73\|19.73\|18.90\|48895;2026-04-16\|20.99\|10.01\|18.98\|20.99\|18.98\|181775;2026-04-17\|22.06\|5.10\|21.41\|22.16\|20.80\|229751;2026-04-20\|22.71\|2.95\|22.07\|22.79\|22.03\|137230;2026-04-21\|23.84\|4.98\|23.01\|23.98\|22.80\|148583;2026-04-22\|23.11\|-3.06\|23.85\|24.31\|22.75\|166549;2026-04-23\|22.72\|-1.69\|23.07\|23.25\|21.60\|169617;2026-04-24\|22.26\|-2.02\|22.72\|23.25\|22.23\|104600;2026-04-27\|22.75\|2.20\|22.28\|23.23\|22.17\|80410;2026-04-28\|22.39\|-1.58\|22.50\|22.75\|22.17\|52357;2026-04-29\|24.63\|10.00\|22.43\|24.63\|22.35\|133376;2026-04-30\|25.32\|2.80\|25.15\|26.80\|24.70\|194533;2026-05-06\|24.83\|-1.94\|25.56\|25.63\|24.42\|129535;2026-05-07\|24.26\|-2.30\|24.21\|24.80\|23.86\|99846;2026-05-08\|25.30\|4.29\|24.21\|26.12\|24.21\|109627;2026-05-11\|25.25\|-0.20\|25.33\|25.80\|24.56\|111836;2026-05-12\|24.82\|-1.70\|25.30\|25.30\|24.60\|61164;2026-05-13\|25.11\|1.17\|25.04\|25.34\|24.69\|63734;2026-05-14\|24.87\|-0.96\|24.99\|25.68\|24.71\|64147;2026-05-15\|23.89\|-3.94\|24.87\|25.04\|23.76\|82354;2026-05-18\|23.19\|-2.93\|23.90\|24.06\|22.95\|76049;2026-05-19\|23.35\|0.69\|23.12\|23.49\|22.61\|65836;2026-05-20\|22.96\|-1.67\|23.18\|23.59\|22.88\|44582;2026-05-21\|22.15\|-3.53\|22.96\|23.40\|22.06\|53539;2026-05-22\|22.85\|3.16\|22.55\|23.35\|22.12\|61853;2026-05-25\|23.00\|0.66\|23.31\|23.75\|22.40\|53857;2026-05-26\|22.59\|-1.78\|22.98\|23.17\|22.08\|51595;2026-05-27\|21.87\|-3.19\|22.57\|22.79\|21.55\|52367;2026-05-28\|21.59\|-1.28\|21.60\|22.23\|21.19\|39972;2026-05-29\|20.60\|-4.59\|21.74\|21.74\|20.51\|60719;2026-06-01\|20.45\|-0.73\|20.41\|21.00\|20.30\|40277;2026-06-02\|19.83\|-3.03\|20.45\|20.45\|19.52\|58036;2026-06-03\|21.81\|9.98\|20.00\|21.81\|20.00\|55799;2026-06-04\|19.63\|-10.00\|21.52\|21.52\|19.63\|121058;2026-06-05\|18.61\|-5.20\|19.47\|19.56\|18.47\|116950;2026-06-08\|17.57\|-5.59\|18.19\|18.59\|17.19\|93217;2026-06-09\|17.10\|-2.67\|17.69\|17.89\|16.96\|76603;2026-06-10\|16.83\|-1.58\|17.02\|17.39\|16.72\|56247;2026-06-11\|16.66\|-1.01\|16.71\|16.88\|16.41\|45442;2026-06-12\|16.50\|-0.96\|16.89\|17.39\|16.47\|48987;2026-06-15\|16.60\|0.61\|16.55\|17.10\|16.30\|49485;2026-06-16\|16.76\|0.96\|16.28\|17.18\|15.03\|127552;2026-06-17\|16.57\|-1.13\|16.72\|17.06\|16.29\|75925;2026-06-18\|16.01\|-3.38\|16.52\|16.69\|15.70\|81940;2026-06-22\|16.54\|3.31\|16.00\|16.82\|15.51\|108430;2026-06-23\|17.30\|4.59\|16.42\|17.65\|16.42\|92948;2026-06-24\|16.46\|-4.86\|17.28\|17.33\|16.20\|79393;2026-06-25\|16.29\|-1.03\|16.34\|16.75\|16.25\|52172;2026-06-26\|15.11\|-7.24\|16.06\|16.27\|15.01\|90643;2026-06-29\|14.97\|-0.93\|15.00\|15.23\|14.61\|80041;2026-06-30\|14.86\|-0.73\|14.92\|15.19\|14.65\|50757;2026-07-01\|15.17\|2.09\|14.88\|15.74\|14.74\|80723;2026-07-02\|14.85\|-2.11\|15.32\|15.48\|14.70\|51490;2026-07-03\|14.84\|-0.07\|14.85\|15.07\|14.58\|55814;2026-07-06\|14.36\|-3.23\|14.84\|15.05\|14.33\|51317;2026-07-07\|13.64\|-5.01\|14.27\|14.50\|13.56\|59738;2026-07-08\|13.06\|-4.25\|13.58\|13.69\|13.02\|66162;2026-07-09\|12.82\|-1.84\|13.00\|13.19\|12.40\|92034;2026-07-10\|13.54\|5.62\|12.70\|14.10\|12.69\|132108;2026-07-13\|13.21\|-2.44\|14.22\|14.22\|13.04\|108819;2026-07-14\|12.70\|-3.86\|13.26\|13.45\|12.51\|86463;2026-07-15\|12.64\|-0.47\|12.87\|13.17\|12.60\|61020;2026-07-16\|12.71\|0.55\|12.54\|13.02\|12.44\|48303;2026-07-17\|11.96\|-5.90\|12.66\|12.95\|11.78\|77027
102978	中共中央政治局召开会议，分析研究当前经济形势和经济工作	一季报高增+预制菜+烘焙赛道 1、据2026年4月29日一季报，公司一季度营收47.10亿元、同比增长30.84%，归母净利润5.63亿元、同比增长42.74%。 2、据2025年年度报告及2026年3月机构调研，公司收购江苏鼎味泰后成立烘焙事业部，烤肠业务规模效应显现，管理层展望2-3年内规模突破10亿元，冷冻烘焙赛道协同持续释放。 3、据2025年年度报告，公司速冻菜肴制品拥有“冻品先生”等多品牌矩阵，小龙虾、小酥肉等大单品年销过亿，预制菜业务依托全渠道优势加速渗透。	速冻食品龙头，发力预制菜；一季度净利润同比增长42.74%	2026-03-10\|90.27\|1.29\|90.48\|91.00\|89.20\|28585;2026-03-11\|91.52\|1.38\|90.70\|92.95\|90.41\|42535;2026-03-12\|87.79\|-4.08\|91.00\|91.49\|87.41\|56842;2026-03-13\|86.79\|-1.14\|87.94\|89.06\|86.44\|38046;2026-03-16\|87.85\|1.22\|87.10\|88.80\|86.23\|33880;2026-03-17\|87.66\|-0.22\|87.64\|89.39\|87.40\|30064;2026-03-18\|86.42\|-1.41\|87.39\|87.65\|85.60\|30028;2026-03-19\|84.40\|-2.34\|85.60\|86.18\|84.01\|42750;2026-03-20\|82.29\|-2.50\|84.73\|85.25\|81.95\|55203;2026-03-23\|81.80\|-0.60\|81.30\|82.89\|79.50\|54415;2026-03-24\|83.02\|1.49\|82.48\|83.48\|81.25\|28948;2026-03-25\|84.11\|1.31\|83.69\|84.81\|83.25\|21425;2026-03-26\|84.48\|0.44\|84.21\|85.96\|83.91\|22628;2026-03-27\|87.44\|3.50\|83.80\|87.80\|83.36\|41589;2026-03-30\|90.00\|2.93\|86.63\|90.45\|86.10\|58771;2026-03-31\|93.26\|3.62\|91.50\|95.35\|91.30\|88293;2026-04-01\|94.30\|1.12\|94.57\|95.03\|92.40\|59831;2026-04-02\|96.37\|2.20\|94.01\|96.78\|93.91\|55273;2026-04-03\|96.61\|0.25\|97.15\|97.15\|95.50\|28223;2026-04-07\|98.15\|1.59\|96.45\|100.68\|95.98\|72543;2026-04-08\|96.50\|-1.68\|97.00\|99.82\|96.09\|63085;2026-04-09\|97.83\|1.38\|97.96\|99.11\|96.01\|49804;2026-04-10\|96.91\|-0.94\|98.50\|98.60\|96.80\|34523;2026-04-13\|96.18\|-0.75\|97.41\|99.20\|96.00\|39922;2026-04-14\|95.50\|-0.71\|96.19\|96.58\|93.00\|51230;2026-04-15\|94.80\|-0.73\|96.40\|97.45\|94.02\|38923;2026-04-16\|94.89\|0.09\|95.50\|95.93\|94.20\|34702;2026-04-17\|92.79\|-2.21\|94.95\|95.33\|91.80\|39737;2026-04-20\|92.77\|-0.02\|93.00\|94.66\|91.61\|36045;2026-04-21\|95.53\|2.98\|92.60\|97.49\|92.51\|55699;2026-04-22\|94.60\|-0.97\|95.50\|95.58\|93.69\|29428;2026-04-23\|96.73\|2.25\|93.12\|97.25\|92.30\|45207;2026-04-24\|98.80\|2.14\|97.70\|100.79\|97.51\|43982;2026-04-27\|99.50\|0.71\|98.62\|101.26\|98.00\|42337;2026-04-28\|99.84\|0.34\|99.85\|102.01\|98.96\|31429;2026-04-29\|109.82\|10.00\|105.60\|109.82\|105.25\|80891;2026-04-30\|109.39\|-0.39\|110.80\|111.97\|107.00\|136319;2026-05-06\|109.46\|0.06\|108.50\|109.85\|105.57\|86418;2026-05-07\|104.26\|-4.75\|109.98\|112.50\|103.40\|111960;2026-05-08\|103.00\|-1.21\|103.99\|105.00\|101.45\|69281;2026-05-11\|103.10\|0.10\|102.88\|104.61\|101.73\|59972;2026-05-12\|102.50\|-0.58\|103.13\|104.50\|100.00\|52018;2026-05-13\|102.82\|0.31\|102.20\|103.63\|101.21\|38928;2026-05-14\|103.36\|0.53\|103.00\|104.58\|101.63\|57551;2026-05-15\|100.25\|-3.01\|102.52\|103.00\|100.00\|55210;2026-05-18\|99.25\|-1.00\|101.00\|101.19\|98.71\|45145;2026-05-19\|98.00\|-1.26\|99.28\|99.52\|97.30\|31651;2026-05-20\|98.52\|0.53\|98.10\|99.68\|97.58\|37848;2026-05-21\|98.21\|-0.31\|98.00\|103.10\|98.00\|54983;2026-05-22\|99.43\|1.24\|98.90\|100.43\|98.21\|50764;2026-05-25\|97.00\|-2.44\|99.47\|99.84\|96.02\|49756;2026-05-26\|96.03\|-1.00\|96.35\|97.39\|94.80\|44681;2026-05-27\|98.06\|2.11\|96.07\|99.47\|94.02\|67365;2026-05-28\|97.33\|-0.74\|97.40\|99.38\|96.60\|35100;2026-05-29\|99.65\|2.38\|97.28\|101.53\|96.78\|71600;2026-06-01\|100.00\|0.35\|99.00\|102.18\|98.40\|74563;2026-06-02\|93.97\|-6.03\|99.25\|100.00\|93.51\|89646;2026-06-03\|89.78\|-4.46\|92.03\|92.52\|86.88\|116551;2026-06-04\|86.88\|-3.23\|89.78\|90.31\|85.65\|78709;2026-06-05\|86.68\|-0.23\|86.82\|88.05\|86.04\|52385;2026-06-08\|88.10\|1.64\|86.28\|88.62\|86.20\|70980;2026-06-09\|89.01\|1.03\|88.24\|90.00\|87.02\|45045;2026-06-10\|89.91\|1.01\|89.16\|91.45\|88.38\|35613;2026-06-11\|88.50\|-1.57\|89.91\|91.80\|88.06\|28340;2026-06-12\|90.18\|1.90\|88.00\|90.81\|87.11\|50589;2026-06-15\|88.85\|-1.47\|89.88\|91.50\|87.71\|46267;2026-06-16\|86.36\|-2.80\|88.79\|88.79\|86.21\|47488;2026-06-17\|84.94\|-1.64\|86.00\|87.00\|84.00\|38981;2026-06-18\|83.93\|-1.19\|84.73\|85.50\|83.40\|47599;2026-06-22\|85.50\|1.87\|83.31\|85.60\|82.82\|49294;2026-06-23\|83.40\|-0.80\|84.70\|86.36\|83.00\|45532;2026-06-24\|84.50\|1.32\|84.16\|85.94\|83.30\|34176;2026-06-25\|82.85\|-1.95\|84.40\|85.60\|82.52\|56074;2026-06-26\|79.77\|-3.72\|82.85\|82.85\|79.75\|48000;2026-06-29\|82.81\|3.81\|79.90\|84.36\|79.02\|56665;2026-06-30\|80.19\|-3.16\|82.55\|82.59\|79.66\|38476;2026-07-01\|79.60\|-0.74\|80.03\|81.05\|76.76\|74096;2026-07-02\|78.91\|-0.87\|79.21\|81.38\|78.51\|49052;2026-07-03\|81.20\|2.90\|79.77\|82.85\|79.47\|69454;2026-07-06\|84.19\|3.68\|81.34\|84.50\|80.26\|66133;2026-07-07\|82.78\|-1.67\|83.69\|84.43\|82.00\|40726;2026-07-08\|82.03\|-0.91\|82.45\|84.37\|81.74\|36861;2026-07-09\|79.75\|-2.78\|81.50\|81.54\|78.81\|44885;2026-07-10\|81.51\|2.21\|79.75\|82.30\|78.00\|46291;2026-07-13\|83.86\|2.88\|80.99\|84.30\|79.80\|61869;2026-07-14\|84.75\|1.06\|84.80\|85.80\|82.68\|60034;2026-07-15\|90.05\|6.25\|84.28\|90.05\|83.66\|77957;2026-07-16\|88.90\|-1.28\|88.60\|89.99\|87.00\|72566;2026-07-17\|85.75\|-3.54\|88.31\|89.94\|84.54\|73014
102977	中共中央政治局召开会议，分析研究当前经济形势和经济工作	一季报增长+高分红+服装纺织 1、据2026年4月29日公告，公司2025年度拟每10股派7元，全年累计现金分红4.11亿元，占归母净利润74.62%，三年累计分红12.67亿元，达年均净利169.52%，高分红方案提振信心。 2、据2026年4月29日公告，公司2026Q1营收15.22亿元、净利3.86亿元，分别同比增18.36%、16.54%，延续复苏势头。 3、据2026年4月29日年报，公司专注高端高尔夫及户外服饰，旗下比音勒芬T恤连续八年市占率第一，并构建“职业-业余-青少年”高尔夫全链条生态，品牌壁垒深厚。	国内高尔夫服饰龙头，一季度净利润同比增长16.54%	2026-03-10\|16.75\|1.27\|16.70\|16.88\|16.47\|106704;2026-03-11\|17.10\|2.09\|16.76\|17.35\|16.75\|195325;2026-03-12\|17.32\|1.29\|17.10\|17.44\|17.00\|154221;2026-03-13\|16.86\|-2.66\|17.28\|17.31\|16.80\|186758;2026-03-16\|17.02\|0.95\|16.85\|17.13\|16.60\|117614;2026-03-17\|16.82\|-1.18\|17.08\|17.20\|16.76\|86661;2026-03-18\|17.11\|1.72\|16.86\|17.18\|16.86\|88622;2026-03-19\|16.89\|-1.29\|17.01\|17.20\|16.80\|75158;2026-03-20\|16.62\|-1.60\|16.89\|17.08\|16.60\|92228;2026-03-23\|16.27\|-2.11\|16.54\|16.55\|16.15\|129594;2026-03-24\|16.64\|2.27\|16.48\|16.77\|16.17\|81165;2026-03-25\|17.34\|4.21\|16.93\|17.65\|16.93\|129481;2026-03-26\|17.52\|1.04\|17.86\|17.87\|17.32\|118450;2026-03-27\|17.36\|-0.91\|17.44\|17.58\|17.26\|77325;2026-03-30\|17.50\|0.81\|17.20\|17.57\|17.20\|88589;2026-03-31\|17.12\|-2.17\|17.50\|17.54\|17.10\|82213;2026-04-01\|17.13\|0.06\|17.28\|17.29\|17.04\|63072;2026-04-02\|17.35\|1.28\|17.10\|17.37\|16.98\|89832;2026-04-03\|17.14\|-1.21\|17.40\|17.66\|17.12\|77835;2026-04-07\|17.10\|-0.23\|17.20\|17.29\|16.84\|65261;2026-04-08\|17.37\|1.58\|17.28\|17.41\|17.14\|74538;2026-04-09\|17.36\|-0.06\|17.37\|17.88\|17.30\|98093;2026-04-10\|17.41\|0.29\|17.48\|17.58\|17.26\|74826;2026-04-13\|17.02\|-2.24\|17.42\|17.42\|17.00\|73484;2026-04-14\|16.85\|-1.00\|17.09\|17.11\|16.72\|67229;2026-04-15\|17.53\|4.04\|16.96\|17.82\|16.96\|146897;2026-04-16\|17.65\|0.68\|17.46\|17.93\|17.37\|93868;2026-04-17\|17.80\|0.85\|17.66\|18.01\|17.66\|107630;2026-04-20\|17.97\|0.96\|17.85\|18.01\|17.61\|79213;2026-04-21\|18.53\|3.12\|17.99\|18.66\|17.99\|146536;2026-04-22\|18.29\|-1.30\|18.54\|18.83\|18.24\|113509;2026-04-23\|18.10\|-1.04\|18.25\|18.42\|18.08\|76267;2026-04-24\|18.04\|-0.33\|18.08\|18.26\|17.90\|67775;2026-04-27\|17.93\|-0.61\|18.05\|18.27\|17.92\|87961;2026-04-28\|17.88\|-0.28\|17.88\|18.10\|17.72\|71369;2026-04-29\|19.67\|10.01\|18.99\|19.67\|18.91\|285044;2026-04-30\|20.24\|2.90\|20.06\|20.64\|19.98\|387943;2026-05-06\|19.96\|-1.38\|20.24\|20.33\|19.55\|226312;2026-05-07\|19.83\|-0.65\|19.91\|20.14\|19.64\|111119;2026-05-08\|19.59\|-1.21\|19.77\|19.98\|19.39\|118372;2026-05-11\|20.70\|5.67\|19.49\|20.83\|19.33\|206607;2026-05-12\|20.47\|-1.11\|20.63\|20.84\|20.25\|126010;2026-05-13\|20.58\|0.54\|20.40\|20.70\|20.28\|91485;2026-05-14\|20.96\|1.85\|20.48\|21.47\|20.48\|165164;2026-05-15\|21.14\|0.86\|20.86\|22.10\|20.86\|165995;2026-05-18\|20.51\|-2.98\|21.14\|21.30\|20.28\|140827;2026-05-19\|20.35\|-0.78\|20.57\|21.30\|20.24\|124131;2026-05-20\|20.05\|-1.47\|20.38\|20.58\|19.91\|83371;2026-05-21\|19.99\|-0.30\|20.09\|20.43\|19.95\|104517;2026-05-22\|20.17\|0.90\|20.13\|20.58\|19.91\|114140;2026-05-25\|20.86\|3.42\|20.17\|20.93\|20.06\|131854;2026-05-26\|20.28\|-2.78\|20.74\|20.80\|19.93\|97804;2026-05-27\|19.81\|-2.32\|20.11\|20.27\|19.36\|116010;2026-05-28\|19.54\|-1.36\|19.81\|20.00\|19.39\|66954;2026-05-29\|19.60\|0.31\|19.54\|19.97\|19.38\|80266;2026-06-01\|20.35\|3.83\|19.64\|20.47\|19.62\|121098;2026-06-02\|20.32\|-0.15\|20.39\|20.95\|20.04\|89993;2026-06-03\|19.92\|-1.97\|20.42\|20.80\|19.78\|76290;2026-06-04\|19.28\|-3.21\|19.95\|19.98\|19.05\|78750;2026-06-05\|19.98\|3.63\|19.28\|20.99\|19.28\|152097;2026-06-08\|20.95\|4.85\|20.13\|21.38\|19.68\|204587;2026-06-09\|20.40\|0.74\|20.14\|20.77\|20.00\|153720;2026-06-10\|20.91\|2.50\|20.35\|21.12\|20.21\|143676;2026-06-11\|20.39\|-2.49\|20.73\|20.79\|20.00\|138996;2026-06-12\|21.37\|4.81\|20.37\|21.46\|20.01\|200649;2026-06-15\|21.70\|1.54\|21.16\|21.73\|20.54\|218385;2026-06-16\|21.58\|-0.55\|21.53\|22.30\|21.37\|159840;2026-06-17\|21.15\|-1.99\|21.48\|21.77\|20.75\|132453;2026-06-18\|20.80\|-1.65\|20.97\|21.18\|20.53\|100060;2026-06-22\|21.59\|3.80\|20.70\|21.67\|20.22\|131364;2026-06-23\|20.28\|-6.07\|21.38\|21.45\|20.00\|147627;2026-06-24\|20.76\|2.37\|20.31\|21.28\|20.28\|107625;2026-06-25\|21.05\|1.40\|20.70\|21.37\|20.51\|89717;2026-06-26\|20.00\|-4.99\|20.75\|20.83\|19.95\|115527;2026-06-29\|20.69\|3.45\|20.16\|20.95\|19.89\|110057;2026-06-30\|20.64\|-0.24\|20.50\|20.70\|19.80\|96596;2026-07-01\|21.30\|3.20\|20.63\|21.40\|19.60\|166259;2026-07-02\|21.40\|0.47\|20.82\|21.73\|20.82\|132299;2026-07-03\|20.92\|-2.24\|21.79\|21.83\|20.89\|83969;2026-07-06\|20.92\|0.00\|20.93\|21.49\|20.68\|82712;2026-07-07\|20.58\|-1.63\|20.93\|21.08\|20.43\|63759;2026-07-08\|20.08\|-2.43\|20.75\|20.75\|19.89\|65143;2026-07-09\|20.32\|1.20\|20.08\|20.44\|19.90\|75159;2026-07-10\|20.69\|1.82\|20.22\|20.84\|19.66\|90404;2026-07-13\|20.81\|0.58\|20.49\|20.99\|20.38\|83799;2026-07-14\|21.15\|1.63\|20.75\|21.23\|20.61\|76713;2026-07-15\|22.11\|4.54\|21.04\|22.29\|21.00\|138388;2026-07-16\|21.69\|-1.90\|21.90\|22.38\|21.63\|100806;2026-07-17\|21.01\|-3.14\|21.70\|22.18\|21.00\|85860
102976	中共中央政治局召开会议，分析研究当前经济形势和经济工作	一季报高增+药食同源新品+全渠道扩张 1、据2026年4月29日一季报，公司Q1营收8.24亿元、归母净利1.01亿元，分别同比增25.65%、85.86%。 2、据2026年4月15日年报及4月16日机构调研，药食同源粉类新品已量产并导入零食量贩、山姆会员店等渠道，2026年将结合中医经方持续迭代，打造第二增长曲线。 3、据2026年4月15日年报，公司线上主流平台燕麦品类销售保持TOP1，线下经销网络覆盖全国并出口美欧等十余国，全渠道、国际化布局持续深化。	燕麦细分行业龙头，国内市占率达15%，有燕麦奶研发储备；一季度净利润同比增长85.86%	2026-03-10\|26.94\|1.58\|26.57\|27.02\|26.30\|12012;2026-03-11\|26.19\|-2.78\|26.95\|27.10\|26.04\|16083;2026-03-12\|25.12\|-4.09\|26.21\|26.29\|25.10\|17126;2026-03-13\|25.23\|0.44\|25.12\|25.94\|24.96\|13746;2026-03-16\|26.19\|3.81\|25.31\|26.23\|25.15\|19865;2026-03-17\|25.65\|-2.06\|26.25\|26.29\|25.59\|12955;2026-03-18\|27.42\|6.90\|25.95\|27.75\|25.59\|39812;2026-03-19\|26.46\|-3.50\|27.37\|27.85\|26.29\|17343;2026-03-20\|25.77\|-2.61\|26.45\|26.80\|25.71\|15283;2026-03-23\|24.89\|-3.41\|25.58\|25.58\|24.50\|22152;2026-03-24\|26.23\|5.38\|25.24\|26.29\|24.91\|24692;2026-03-25\|25.99\|-0.92\|26.42\|26.54\|25.81\|16082;2026-03-26\|25.70\|-1.12\|26.00\|26.28\|25.53\|9057;2026-03-27\|25.79\|0.35\|25.50\|26.35\|25.20\|11784;2026-03-30\|26.52\|2.83\|25.65\|26.95\|25.53\|19318;2026-03-31\|26.24\|-1.06\|26.58\|26.90\|26.20\|9352;2026-04-01\|26.40\|0.61\|26.49\|26.75\|25.90\|13875;2026-04-02\|27.49\|4.13\|26.50\|27.68\|26.18\|30806;2026-04-03\|27.92\|1.56\|27.30\|28.59\|27.30\|26093;2026-04-07\|27.94\|0.07\|27.73\|28.79\|27.66\|22593;2026-04-08\|28.40\|1.65\|28.22\|28.66\|27.93\|25308;2026-04-09\|29.24\|2.96\|28.38\|29.48\|28.21\|25284;2026-04-10\|28.77\|-1.61\|29.23\|29.60\|28.57\|25036;2026-04-13\|28.47\|-1.04\|28.79\|28.86\|28.10\|23717;2026-04-14\|27.05\|-4.99\|28.51\|28.76\|26.23\|53174;2026-04-15\|27.42\|1.37\|27.71\|28.23\|26.96\|37684;2026-04-16\|27.75\|1.20\|27.60\|27.90\|27.18\|22886;2026-04-17\|27.47\|-1.01\|27.86\|27.89\|27.07\|17741;2026-04-20\|27.52\|0.18\|27.39\|27.79\|27.24\|15768;2026-04-21\|27.79\|0.98\|27.55\|28.41\|27.50\|15637;2026-04-22\|27.90\|0.40\|27.67\|28.36\|27.50\|15028;2026-04-23\|27.95\|0.18\|27.66\|28.78\|27.61\|28884;2026-04-24\|27.80\|-0.54\|27.99\|28.18\|27.33\|10994;2026-04-27\|29.82\|7.27\|27.88\|30.17\|27.69\|51198;2026-04-28\|29.55\|-0.91\|29.90\|29.90\|29.02\|21941;2026-04-29\|32.51\|10.02\|30.50\|32.51\|30.50\|86797;2026-04-30\|33.15\|1.97\|34.14\|34.93\|32.97\|144750;2026-05-06\|32.72\|-1.30\|33.14\|33.15\|31.70\|90569;2026-05-07\|32.61\|-0.34\|32.72\|33.15\|31.76\|56649;2026-05-08\|31.71\|-2.76\|32.49\|32.58\|31.50\|47896;2026-05-11\|31.59\|-0.38\|31.69\|31.79\|30.81\|44255;2026-05-12\|30.50\|-3.45\|31.49\|31.57\|30.18\|46002;2026-05-13\|30.61\|0.36\|30.50\|30.98\|30.25\|33647;2026-05-14\|30.79\|0.59\|30.91\|31.19\|30.18\|32350;2026-05-15\|30.38\|-1.33\|30.72\|30.80\|30.23\|30106;2026-05-18\|21.00\|-1.50\|21.33\|21.88\|20.67\|43783;2026-05-19\|21.47\|2.24\|20.94\|21.84\|20.94\|52712;2026-05-20\|21.32\|-0.70\|21.19\|21.65\|21.10\|28245;2026-05-21\|21.48\|0.75\|21.35\|22.00\|21.21\|43917;2026-05-22\|21.45\|-0.14\|21.66\|21.91\|20.95\|44362;2026-05-25\|20.42\|-4.80\|21.08\|21.50\|20.35\|49901;2026-05-26\|21.53\|5.44\|20.42\|21.61\|20.16\|69847;2026-05-27\|22.30\|3.58\|21.49\|22.58\|21.12\|65137;2026-05-28\|21.62\|-3.05\|22.31\|22.31\|21.31\|39027;2026-05-29\|21.96\|1.57\|21.54\|22.53\|21.54\|36666;2026-06-01\|22.32\|1.64\|21.56\|22.55\|21.43\|52757;2026-06-02\|21.88\|-1.97\|22.23\|22.44\|21.30\|48510;2026-06-03\|21.12\|-3.47\|21.93\|21.97\|20.66\|50059;2026-06-04\|20.84\|-1.33\|20.90\|21.45\|20.42\|35109;2026-06-05\|21.44\|2.88\|20.90\|21.80\|20.74\|37530;2026-06-08\|21.13\|-1.45\|21.01\|21.84\|20.91\|34524;2026-06-09\|21.08\|-0.24\|21.13\|21.60\|20.81\|25461;2026-06-10\|21.38\|1.42\|20.75\|21.47\|20.75\|22388;2026-06-11\|21.28\|-0.47\|21.24\|21.40\|20.66\|32367;2026-06-12\|21.99\|3.34\|21.47\|22.10\|21.07\|45687;2026-06-15\|21.91\|-0.36\|21.91\|22.32\|21.22\|42104;2026-06-16\|21.42\|-2.24\|21.90\|21.93\|21.23\|28527;2026-06-17\|20.96\|-2.15\|21.45\|21.52\|20.89\|23773;2026-06-18\|20.65\|-1.48\|20.92\|21.20\|20.55\|44697;2026-06-22\|20.90\|1.21\|20.78\|21.28\|20.51\|29893;2026-06-23\|21.48\|2.78\|20.80\|21.50\|20.38\|32931;2026-06-24\|21.56\|0.37\|21.47\|22.16\|21.19\|34809;2026-06-25\|22.19\|2.92\|21.56\|22.46\|21.26\|44089;2026-06-26\|20.73\|-6.58\|22.18\|22.22\|20.47\|61845;2026-06-29\|21.69\|4.63\|20.78\|22.00\|19.98\|49740;2026-06-30\|20.76\|-4.29\|21.40\|21.79\|20.50\|45213;2026-07-01\|21.00\|1.16\|20.70\|21.18\|20.00\|53870;2026-07-02\|20.39\|-2.90\|20.90\|21.15\|19.50\|66662;2026-07-03\|20.45\|0.29\|20.25\|20.96\|20.11\|35099;2026-07-06\|21.18\|3.57\|20.57\|21.45\|20.20\|42415;2026-07-07\|21.16\|-0.09\|20.98\|21.19\|20.31\|40537;2026-07-08\|21.45\|1.37\|20.86\|21.55\|20.62\|39596;2026-07-09\|20.60\|-3.96\|21.35\|21.43\|20.16\|48813;2026-07-10\|21.35\|3.64\|20.35\|21.83\|20.10\|60563;2026-07-13\|20.18\|-5.48\|20.99\|22.10\|19.98\|73321;2026-07-14\|18.75\|-7.09\|20.58\|20.60\|18.16\|172460;2026-07-15\|18.65\|-0.53\|19.08\|19.46\|18.51\|88341;2026-07-16\|17.71\|-5.04\|18.45\|18.69\|17.27\|100955;2026-07-17\|17.00\|-4.01\|17.66\|18.20\|16.82\|64170
102975	中共中央政治局召开会议，分析研究当前经济形势和经济工作	光纤油膏+POF热收缩膜+一季报增长+常德国资行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年4月29日一季报，公司一季度营收3.99亿元，同比增长11.71%，归母净利润1528.53万元，同比增长4.79%。 2、据2025年年度报告，公司是全球第二大POF热收缩膜生产商，2025年销量约4.5万吨，最新研发的阻隔类膜、强力膜实现国产替代并已出口欧美。 3、据2025年年度报告及互动易，控股子公司众立合成材料的SEP光纤油膏、SEPS成人用品弹性体已批量供货，技术国内领先。 4、公司属于国有企业。公司的最终控制人为常德市人民政府国有资产监督管理委员会。	控股子公司众立合成材料所开发的氢化苯乙烯/异戊二烯嵌段共聚物（SEPS）系列产品可用于实体娃娃等成人用品领域，已经具备成熟的规模化生产能力；一季度净利润同比增长4.79%	2026-03-10\|6.24\|3.14\|6.10\|6.33\|6.10\|323389;2026-03-11\|6.47\|3.69\|6.22\|6.70\|6.22\|677685;2026-03-12\|6.29\|-2.78\|6.44\|6.47\|6.25\|404397;2026-03-13\|6.17\|-1.91\|6.27\|6.33\|6.13\|270932;2026-03-16\|6.19\|0.32\|6.21\|6.32\|6.11\|252026;2026-03-17\|5.97\|-3.55\|6.20\|6.22\|5.96\|259337;2026-03-18\|6.09\|2.01\|5.96\|6.10\|5.92\|196117;2026-03-19\|5.77\|-5.25\|6.05\|6.06\|5.72\|350256;2026-03-20\|5.46\|-5.37\|5.79\|5.81\|5.45\|339871;2026-03-23\|5.14\|-5.86\|5.33\|5.49\|5.04\|408897;2026-03-24\|5.33\|3.70\|5.23\|5.35\|5.13\|278755;2026-03-25\|5.65\|6.00\|5.34\|5.86\|5.34\|599625;2026-03-26\|5.69\|0.71\|5.81\|6.04\|5.67\|600625;2026-03-27\|5.71\|0.35\|5.63\|5.82\|5.56\|349939;2026-03-30\|5.70\|-0.18\|5.64\|5.71\|5.51\|234927;2026-03-31\|5.68\|-0.35\|5.69\|5.80\|5.65\|229267;2026-04-01\|5.85\|2.99\|5.74\|5.95\|5.72\|255784;2026-04-02\|5.77\|-1.37\|5.86\|5.98\|5.72\|271299;2026-04-03\|5.58\|-3.29\|5.79\|5.85\|5.56\|214423;2026-04-07\|5.80\|3.94\|5.61\|5.90\|5.60\|324973;2026-04-08\|6.08\|4.83\|5.90\|6.10\|5.85\|369977;2026-04-09\|5.99\|-1.48\|6.00\|6.08\|5.95\|296579;2026-04-10\|6.02\|0.50\|6.01\|6.13\|5.98\|251562;2026-04-13\|5.98\|-0.66\|5.96\|5.99\|5.86\|227325;2026-04-14\|6.27\|4.85\|5.98\|6.37\|5.98\|745184;2026-04-15\|6.07\|-3.19\|6.20\|6.24\|6.04\|498339;2026-04-16\|6.17\|1.65\|6.09\|6.19\|5.98\|335688;2026-04-17\|6.19\|0.32\|6.12\|6.21\|6.10\|282959;2026-04-20\|6.28\|1.45\|6.17\|6.36\|6.15\|356830;2026-04-21\|6.28\|0.00\|6.26\|6.44\|6.12\|483648;2026-04-22\|6.23\|-0.80\|6.10\|6.24\|6.02\|310092;2026-04-23\|6.08\|-2.41\|6.23\|6.25\|6.05\|292665;2026-04-24\|6.09\|0.16\|6.06\|6.18\|5.98\|283214;2026-04-27\|6.11\|0.33\|6.04\|6.13\|5.98\|227482;2026-04-28\|5.85\|-4.26\|6.07\|6.11\|5.83\|320522;2026-04-29\|6.44\|10.09\|6.01\|6.44\|5.98\|701748;2026-04-30\|6.35\|-1.40\|6.47\|6.51\|6.28\|681304;2026-05-06\|6.48\|2.05\|6.38\|6.48\|6.33\|511247;2026-05-07\|6.66\|2.78\|6.54\|6.86\|6.51\|660564;2026-05-08\|6.99\|4.96\|6.57\|7.02\|6.52\|1006380;2026-05-11\|7.03\|0.57\|7.01\|7.30\|6.92\|1303563;2026-05-12\|7.73\|9.96\|7.01\|7.73\|7.01\|810496;2026-05-13\|7.43\|-3.88\|7.63\|7.82\|7.31\|1727135;2026-05-14\|7.23\|-2.69\|7.43\|7.80\|7.20\|1397222;2026-05-15\|6.89\|-4.70\|7.28\|7.31\|6.82\|1028946;2026-05-18\|6.77\|-1.74\|6.81\|6.93\|6.70\|616073;2026-05-19\|6.67\|-1.48\|6.77\|6.80\|6.56\|507608;2026-05-20\|6.75\|1.20\|6.63\|6.91\|6.39\|752582;2026-05-21\|6.54\|-3.11\|6.76\|7.01\|6.52\|678885;2026-05-22\|6.81\|4.13\|6.56\|6.85\|6.49\|503949;2026-05-25\|6.74\|-1.03\|6.83\|6.97\|6.65\|494182;2026-05-26\|6.59\|-2.23\|6.74\|6.74\|6.47\|425416;2026-05-27\|6.64\|0.76\|6.52\|6.98\|6.52\|570484;2026-05-28\|6.56\|-1.20\|6.53\|6.64\|6.39\|475021;2026-05-29\|6.22\|-5.18\|6.65\|6.82\|6.15\|610578;2026-06-01\|6.33\|1.77\|6.11\|6.42\|6.01\|402658;2026-06-02\|6.42\|1.42\|6.31\|6.50\|6.26\|327789;2026-06-03\|6.70\|4.36\|6.49\|7.06\|6.48\|979357;2026-06-04\|7.10\|5.97\|6.61\|7.15\|6.61\|967391;2026-06-05\|7.29\|2.68\|7.10\|7.40\|7.03\|903416;2026-06-08\|7.14\|-2.06\|6.84\|7.43\|6.83\|790739;2026-06-09\|7.28\|2.25\|7.31\|7.53\|7.16\|540090;2026-06-10\|7.29\|0.14\|7.28\|7.48\|7.17\|657424;2026-06-11\|6.96\|-4.53\|7.26\|7.35\|6.92\|706209;2026-06-12\|6.85\|-1.58\|7.06\|7.27\|6.76\|584361;2026-06-15\|7.42\|8.32\|6.90\|7.54\|6.89\|1185605;2026-06-16\|7.41\|-0.13\|7.42\|7.54\|7.28\|784787;2026-06-17\|7.22\|-2.56\|7.34\|7.43\|7.15\|606662;2026-06-18\|7.02\|-2.77\|7.19\|7.19\|6.83\|662949;2026-06-22\|6.92\|-1.42\|7.05\|7.08\|6.68\|602826;2026-06-23\|7.61\|9.97\|6.86\|7.61\|6.69\|842867;2026-06-24\|7.52\|-1.18\|7.62\|7.78\|7.29\|1132531;2026-06-25\|8.01\|6.52\|7.47\|8.10\|7.42\|1402431;2026-06-26\|7.89\|-1.50\|7.83\|8.08\|7.72\|954979;2026-06-29\|8.31\|5.32\|7.95\|8.44\|7.95\|1220921;2026-06-30\|7.97\|-4.09\|8.05\|8.24\|7.48\|1034605;2026-07-01\|7.17\|-10.04\|7.94\|7.99\|7.17\|1285583;2026-07-02\|6.45\|-10.04\|6.65\|6.81\|6.45\|1099151;2026-07-03\|5.99\|-7.13\|6.36\|6.45\|5.97\|914190;2026-07-06\|5.84\|-2.50\|6.02\|6.03\|5.75\|548885;2026-07-07\|5.71\|-2.23\|5.82\|5.96\|5.65\|381553;2026-07-08\|5.33\|-6.66\|5.65\|5.70\|5.32\|502425;2026-07-09\|5.36\|0.56\|5.31\|5.41\|5.06\|564162;2026-07-10\|5.20\|-2.99\|5.31\|5.43\|5.20\|457509;2026-07-13\|4.76\|-8.46\|5.15\|5.18\|4.76\|489057;2026-07-14\|4.97\|4.41\|4.73\|4.97\|4.70\|394718;2026-07-15\|4.87\|-2.01\|4.98\|5.03\|4.84\|302842;2026-07-16\|4.84\|-0.62\|4.85\|4.96\|4.81\|270045;2026-07-17\|4.68\|-3.31\|4.82\|4.88\|4.63\|313527
102974	中共中央政治局召开会议，分析研究当前经济形势和经济工作	旅游+豪华游轮+国企行业原因：今年春节将迎来超长假期。同程旅行数据显示，截至2月2日13点，北京、上海、广州、深圳的酒店搜索热度，相比上周同期增长超过70%。公司原因： 1、据2025年12月12日投资者关系活动记录表，首批两艘省际豪华游轮建造进度快于原计划，预计2026年6月、12月分批投运，产品定价2800-3000元/人，公司已组建运营团队并启动培训。 2、据2025年半年度报告，公司依托“两坝一峡”构建“车船港站社景”一体化旅游综合服务体系，2024年观光游轮业务贡献收入2.06亿元，同比增17.73%，较2019年同期增135.01%。 3、公司最终控制人为宜昌市国资委，具备国企背景。	宜昌市旅游产业发展领军企业；公司依托世界级旅游资源长江三峡，成功打造了以“两坝一峡”为代表的长江休闲观光游轮产品体系	2026-03-10\|8.70\|6.23\|8.27\|8.80\|8.26\|285971;2026-03-11\|8.56\|-1.61\|8.72\|8.82\|8.46\|174105;2026-03-12\|8.67\|1.28\|8.52\|8.78\|8.50\|139156;2026-03-13\|9.29\|7.15\|8.64\|9.43\|8.63\|426632;2026-03-16\|9.36\|0.75\|9.20\|9.39\|9.12\|241799;2026-03-17\|9.26\|-1.07\|9.30\|9.41\|9.21\|161432;2026-03-18\|8.88\|-4.10\|9.20\|9.23\|8.66\|275592;2026-03-19\|8.80\|-0.90\|8.80\|8.99\|8.70\|146128;2026-03-20\|8.92\|1.36\|8.84\|9.09\|8.80\|176688;2026-03-23\|8.03\|-9.98\|8.68\|8.73\|8.03\|246525;2026-03-24\|8.03\|0.00\|8.03\|8.16\|7.77\|236723;2026-03-25\|8.37\|4.23\|8.09\|8.61\|8.05\|216125;2026-03-26\|8.28\|-1.08\|8.37\|8.59\|8.23\|138868;2026-03-27\|8.33\|0.60\|8.16\|8.37\|8.11\|111870;2026-03-30\|8.09\|-2.88\|8.17\|8.26\|7.95\|159253;2026-03-31\|7.94\|-1.85\|8.07\|8.32\|7.90\|149352;2026-04-01\|8.30\|4.53\|8.08\|8.34\|7.97\|183149;2026-04-02\|8.29\|-0.12\|8.25\|8.43\|8.13\|164923;2026-04-03\|8.04\|-3.02\|8.33\|8.33\|7.96\|103959;2026-04-07\|7.93\|-1.37\|8.06\|8.23\|7.83\|134574;2026-04-08\|8.24\|3.91\|8.08\|8.37\|8.08\|164741;2026-04-09\|7.78\|-5.58\|8.20\|8.23\|7.49\|365424;2026-04-10\|7.54\|-3.08\|7.77\|7.90\|7.51\|270602;2026-04-13\|7.55\|0.13\|7.41\|7.63\|7.36\|152926;2026-04-14\|7.56\|0.13\|7.59\|7.64\|7.46\|117282;2026-04-15\|7.67\|1.46\|7.56\|7.85\|7.55\|225872;2026-04-16\|7.96\|3.78\|7.65\|8.00\|7.62\|312856;2026-04-17\|7.63\|-4.15\|7.91\|7.93\|7.60\|230336;2026-04-20\|7.58\|-0.66\|7.61\|7.62\|7.41\|228360;2026-04-21\|7.53\|-0.66\|7.55\|7.71\|7.51\|146348;2026-04-22\|7.16\|-4.91\|7.48\|7.51\|7.10\|359630;2026-04-23\|7.17\|0.14\|7.14\|7.36\|6.99\|299342;2026-04-24\|7.15\|-0.28\|7.15\|7.18\|7.04\|131608;2026-04-27\|7.26\|1.54\|7.14\|7.27\|7.10\|160651;2026-04-28\|6.87\|-5.37\|7.18\|7.18\|6.69\|310893;2026-04-29\|7.56\|10.04\|6.88\|7.56\|6.88\|304604;2026-04-30\|7.49\|-0.93\|7.57\|7.70\|7.39\|513005;2026-05-06\|7.32\|-2.27\|7.48\|7.50\|7.22\|210114;2026-05-07\|7.17\|-2.05\|7.39\|7.46\|7.11\|199106;2026-05-08\|7.28\|1.53\|7.13\|7.32\|7.07\|136607;2026-05-11\|7.13\|-2.06\|7.23\|7.26\|7.06\|197972;2026-05-12\|6.91\|-3.09\|7.18\|7.22\|6.88\|196605;2026-05-13\|7.03\|1.74\|6.94\|7.05\|6.79\|169095;2026-05-14\|6.94\|-1.28\|7.03\|7.04\|6.87\|109864;2026-05-15\|6.80\|-2.02\|6.98\|6.98\|6.76\|102928;2026-05-18\|6.72\|-1.18\|6.77\|6.79\|6.62\|137232;2026-05-19\|6.77\|0.74\|6.70\|6.85\|6.69\|94003;2026-05-20\|6.67\|-1.48\|6.78\|6.79\|6.58\|104726;2026-05-21\|6.69\|0.30\|6.68\|6.87\|6.65\|149615;2026-05-22\|6.66\|-0.45\|6.75\|6.76\|6.60\|105904;2026-05-25\|6.61\|-0.75\|6.70\|6.80\|6.53\|116620;2026-05-26\|7.27\|9.98\|6.61\|7.27\|6.54\|300372;2026-05-27\|7.46\|2.61\|7.34\|7.49\|7.20\|457380;2026-05-28\|7.03\|-5.76\|7.58\|7.58\|6.90\|273558;2026-05-29\|7.31\|3.98\|7.09\|7.58\|6.96\|343849;2026-06-01\|7.32\|0.14\|7.22\|7.56\|7.10\|258925;2026-06-02\|7.09\|-3.14\|7.24\|7.32\|6.98\|211556;2026-06-03\|7.16\|0.99\|7.12\|7.23\|7.02\|175523;2026-06-04\|7.13\|-0.42\|7.12\|7.25\|7.03\|198092;2026-06-05\|7.10\|-0.42\|7.27\|7.60\|7.00\|345718;2026-06-08\|6.80\|-4.23\|6.99\|7.25\|6.65\|254780;2026-06-09\|6.53\|-3.97\|6.87\|6.94\|6.42\|252005;2026-06-10\|6.51\|-0.31\|6.46\|6.64\|6.38\|189184;2026-06-11\|6.20\|-4.76\|6.45\|6.45\|6.10\|189285;2026-06-12\|6.46\|4.19\|6.23\|6.57\|6.23\|186769;2026-06-15\|6.60\|2.17\|6.47\|6.65\|6.46\|114354;2026-06-16\|6.55\|-0.76\|6.65\|6.79\|6.51\|143769;2026-06-17\|6.33\|-3.36\|6.55\|6.59\|6.26\|137986;2026-06-18\|6.21\|-1.11\|6.30\|6.37\|6.18\|118861;2026-06-22\|6.19\|-0.32\|6.19\|6.21\|6.00\|125708;2026-06-23\|6.29\|1.62\|6.19\|6.36\|6.14\|105870;2026-06-24\|5.91\|-6.04\|6.25\|6.27\|5.79\|230688;2026-06-25\|5.94\|0.51\|5.88\|5.94\|5.73\|147967;2026-06-26\|5.75\|-3.20\|5.91\|5.92\|5.70\|97864;2026-06-29\|5.79\|0.70\|5.70\|5.84\|5.47\|134313;2026-06-30\|5.71\|-1.38\|5.75\|5.81\|5.64\|82614;2026-07-01\|5.88\|2.98\|5.70\|5.94\|5.64\|128462;2026-07-02\|5.85\|-0.51\|5.84\|6.05\|5.81\|107714;2026-07-03\|5.92\|1.20\|5.88\|5.96\|5.84\|85018;2026-07-06\|5.91\|-0.17\|5.92\|5.97\|5.84\|106857;2026-07-07\|6.00\|1.52\|5.90\|6.04\|5.77\|139545;2026-07-08\|5.92\|-1.33\|6.19\|6.25\|5.78\|273543;2026-07-09\|5.67\|-4.22\|5.77\|5.81\|5.60\|159585;2026-07-10\|5.71\|0.71\|5.63\|5.83\|5.55\|144591;2026-07-13\|5.51\|-3.50\|5.69\|5.70\|5.48\|149572;2026-07-14\|5.66\|2.72\|5.51\|5.67\|5.41\|98817;2026-07-15\|5.83\|3.00\|5.64\|5.85\|5.61\|97586;2026-07-16\|5.87\|0.69\|5.80\|5.95\|5.76\|108138;2026-07-17\|5.68\|-3.24\|5.87\|5.95\|5.63\|116476
102973	中共中央政治局召开会议，分析研究当前经济形势和经济工作	一季报高增+广西国资入主+黑色健康食品行业原因： 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28日一季报，公司一季度营收6.46亿元，同比增长46.23%，归母净利润3289.94万元，同比增长1361.48%。 2、据2025年12月18日公告，控股股东广西黑五类食品集团与广西旅发大健康产业集团签署股份转让协议，拟转让1.51亿股占总股本20%，完成后广西壮族自治区人民政府国有资产监督管理委员会成为实际控制人。 3、据2026年4月28日年报，公司深耕黑芝麻产业41年，拥有“黑芝麻糊中国第一品牌”认证，主导产品黑芝麻糊及五黑八宝粥、黑芝麻丸等黑色健康食品矩阵完善，2025年南方黑芝麻广西健康粮仓工厂有限公司再获“中国黑芝麻糊工厂规模第一”认证。	1、我国糊类食品龙头企业；旗下拥有京和米业，主要生产的香米富硒米，年生产大米能力20万吨；一季度净利润创同期历史新高； 2、公司拟对天臣新能源增资5亿，标的主要从事锂电池生产和销售	2026-03-10\|5.86\|0.69\|5.86\|5.87\|5.83\|65849;2026-03-11\|5.81\|-0.85\|5.86\|5.86\|5.79\|72285;2026-03-12\|5.74\|-1.20\|5.79\|5.81\|5.72\|92199;2026-03-13\|5.72\|-0.35\|5.73\|5.77\|5.71\|69082;2026-03-16\|5.74\|0.35\|5.69\|5.77\|5.68\|76800;2026-03-17\|5.69\|-0.87\|5.75\|5.78\|5.68\|84467;2026-03-18\|5.61\|-1.41\|5.69\|5.71\|5.53\|111560;2026-03-19\|5.47\|-2.50\|5.56\|5.60\|5.46\|93723;2026-03-20\|5.29\|-3.29\|5.48\|5.50\|5.27\|117333;2026-03-23\|5.02\|-5.10\|5.19\|5.21\|5.01\|150448;2026-03-24\|5.23\|4.18\|5.11\|5.24\|5.06\|144899;2026-03-25\|5.27\|0.76\|5.24\|5.28\|5.23\|93130;2026-03-26\|5.19\|-1.52\|5.27\|5.32\|5.18\|90664;2026-03-27\|5.28\|1.73\|5.20\|5.28\|5.15\|88445;2026-03-30\|5.36\|1.52\|5.23\|5.44\|5.22\|125808;2026-03-31\|5.26\|-1.87\|5.34\|5.40\|5.24\|95258;2026-04-01\|5.29\|0.57\|5.32\|5.33\|5.24\|66902;2026-04-02\|5.23\|-1.13\|5.29\|5.30\|5.18\|67877;2026-04-03\|5.09\|-2.68\|5.22\|5.23\|5.09\|60600;2026-04-07\|5.16\|1.38\|5.09\|5.17\|5.04\|70656;2026-04-08\|5.27\|2.13\|5.20\|5.27\|5.19\|87363;2026-04-09\|5.17\|-1.90\|5.25\|5.28\|5.16\|83727;2026-04-10\|5.23\|1.16\|5.19\|5.27\|5.18\|81563;2026-04-13\|5.21\|-0.38\|5.22\|5.23\|5.18\|53161;2026-04-14\|5.22\|0.19\|5.23\|5.24\|5.15\|76747;2026-04-15\|5.13\|-1.72\|5.22\|5.22\|5.12\|106599;2026-04-16\|5.17\|0.78\|5.12\|5.17\|5.08\|96856;2026-04-17\|5.10\|-1.35\|5.15\|5.15\|5.08\|88317;2026-04-20\|5.15\|0.98\|5.10\|5.16\|5.08\|76894;2026-04-21\|5.12\|-0.58\|5.16\|5.19\|5.10\|66472;2026-04-22\|5.08\|-0.78\|5.12\|5.13\|5.07\|75430;2026-04-23\|4.99\|-1.77\|5.06\|5.08\|4.96\|114288;2026-04-24\|5.10\|2.20\|4.99\|5.10\|4.96\|108188;2026-04-27\|4.59\|-10.00\|4.59\|4.59\|4.59\|63174;2026-04-28\|4.71\|2.61\|4.52\|4.84\|4.52\|401744;2026-04-29\|5.18\|9.98\|4.72\|5.18\|4.69\|451009;2026-04-30\|5.14\|-0.77\|5.20\|5.28\|5.08\|477521;2026-05-06\|5.17\|0.58\|5.17\|5.17\|5.07\|239871;2026-05-07\|5.16\|-0.19\|5.18\|5.29\|5.16\|202747;2026-05-08\|5.28\|2.33\|5.16\|5.28\|5.14\|236154;2026-05-11\|5.21\|-1.33\|5.28\|5.31\|5.17\|201305;2026-05-12\|5.11\|-1.92\|5.22\|5.24\|5.10\|142870;2026-05-13\|5.30\|3.72\|5.14\|5.48\|5.11\|409989;2026-05-14\|5.52\|4.15\|5.33\|5.60\|5.26\|479846;2026-05-15\|5.21\|-5.62\|5.40\|5.43\|5.17\|375842;2026-05-18\|4.96\|-4.80\|5.16\|5.17\|4.92\|278655;2026-05-19\|4.97\|0.20\|4.96\|5.09\|4.92\|162032;2026-05-20\|5.47\|10.06\|4.95\|5.47\|4.94\|365347;2026-05-21\|5.52\|0.91\|5.50\|5.99\|5.34\|1018103;2026-05-22\|5.76\|4.35\|5.59\|5.89\|5.53\|717961;2026-05-25\|5.76\|0.00\|5.60\|5.81\|5.50\|588337;2026-05-26\|5.59\|-2.95\|5.65\|5.71\|5.45\|458531;2026-05-27\|5.85\|4.65\|5.51\|5.98\|5.36\|727411;2026-05-28\|5.61\|-4.10\|5.72\|5.72\|5.50\|459562;2026-05-29\|5.84\|4.10\|5.55\|6.06\|5.50\|745870;2026-06-01\|6.11\|4.62\|5.67\|6.22\|5.63\|773667;2026-06-02\|6.06\|-0.82\|6.05\|6.11\|5.86\|598215;2026-06-03\|5.63\|-7.10\|5.95\|5.97\|5.47\|617267;2026-06-04\|5.20\|-7.64\|5.57\|5.74\|5.18\|523579;2026-06-05\|5.33\|2.50\|5.18\|5.63\|5.10\|330964;2026-06-08\|5.10\|-4.32\|5.18\|5.30\|5.00\|353362;2026-06-09\|4.89\|-4.12\|5.07\|5.10\|4.85\|275175;2026-06-10\|4.71\|-3.68\|4.87\|4.88\|4.70\|218454;2026-06-11\|4.60\|-2.34\|4.67\|4.76\|4.57\|197994;2026-06-12\|4.66\|1.30\|4.62\|4.73\|4.57\|182538;2026-06-15\|4.66\|0.00\|4.67\|4.73\|4.62\|153781;2026-06-16\|4.64\|-0.43\|4.62\|4.69\|4.47\|224457;2026-06-17\|4.43\|-4.53\|4.60\|4.61\|4.42\|225570;2026-06-18\|4.30\|-2.93\|4.43\|4.45\|4.29\|173877;2026-06-22\|4.31\|0.23\|4.25\|4.32\|4.14\|203755;2026-06-23\|4.48\|3.94\|4.33\|4.52\|4.29\|260511;2026-06-24\|4.27\|-4.69\|4.44\|4.45\|4.23\|207964;2026-06-25\|4.19\|-1.87\|4.24\|4.29\|4.18\|132676;2026-06-26\|4.06\|-3.10\|4.15\|4.20\|4.05\|172768;2026-06-29\|4.10\|0.99\|4.05\|4.13\|3.94\|175852;2026-06-30\|4.04\|-1.46\|4.06\|4.10\|4.00\|137091;2026-07-01\|4.22\|4.46\|4.03\|4.24\|4.02\|232254;2026-07-02\|4.27\|1.18\|4.21\|4.36\|4.19\|197202;2026-07-03\|4.30\|0.70\|4.33\|4.34\|4.22\|152748;2026-07-06\|4.34\|0.93\|4.29\|4.39\|4.27\|149979;2026-07-07\|4.36\|0.46\|4.33\|4.42\|4.21\|265852;2026-07-08\|4.29\|-1.61\|4.31\|4.37\|4.20\|170215;2026-07-09\|4.28\|-0.23\|4.21\|4.31\|4.21\|128724;2026-07-10\|4.39\|2.57\|4.29\|4.43\|4.19\|200185;2026-07-13\|4.39\|0.00\|4.34\|4.44\|4.31\|145069;2026-07-14\|4.55\|3.64\|4.43\|4.63\|4.37\|299712;2026-07-15\|4.60\|1.10\|4.52\|4.62\|4.43\|309791;2026-07-16\|4.59\|-0.22\|4.55\|4.66\|4.54\|206973;2026-07-17\|4.50\|-1.96\|4.58\|4.74\|4.45\|272805
102972	中共中央政治局召开会议，分析研究当前经济形势和经济工作	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-03-10\|6.62\|0.46\|6.61\|6.85\|6.51\|1929660;2026-03-11\|6.54\|-1.21\|6.65\|6.77\|6.53\|1232391;2026-03-12\|6.43\|-1.68\|6.55\|6.58\|6.39\|828612;2026-03-13\|6.03\|-6.22\|6.41\|6.43\|6.00\|1315190;2026-03-16\|6.16\|2.16\|6.01\|6.23\|5.93\|1057077;2026-03-17\|6.30\|2.27\|6.20\|6.43\|6.18\|1310149;2026-03-18\|6.46\|2.54\|6.30\|6.48\|6.26\|1127943;2026-03-19\|7.11\|10.06\|6.33\|7.11\|6.31\|2955317;2026-03-20\|6.55\|-7.88\|6.90\|6.95\|6.54\|3417179;2026-03-23\|6.15\|-6.11\|6.48\|6.55\|6.09\|1773760;2026-03-24\|6.77\|10.08\|6.28\|6.77\|6.13\|1989641;2026-03-25\|7.03\|3.84\|6.90\|7.24\|6.90\|2896092;2026-03-26\|7.03\|0.00\|7.09\|7.44\|6.92\|2687588;2026-03-27\|7.14\|1.56\|7.03\|7.25\|6.86\|2225990;2026-03-30\|7.39\|3.50\|6.90\|7.43\|6.88\|3038679;2026-03-31\|7.10\|-3.92\|7.26\|7.35\|7.10\|2257856;2026-04-01\|7.33\|3.24\|7.20\|7.60\|7.19\|2516507;2026-04-02\|7.08\|-3.41\|7.34\|7.46\|7.04\|2021536;2026-04-03\|6.99\|-1.27\|7.19\|7.24\|6.87\|1523815;2026-04-07\|6.94\|-0.72\|7.00\|7.20\|6.87\|1078698;2026-04-08\|7.63\|9.94\|7.23\|7.63\|7.23\|1232380;2026-04-09\|7.47\|-2.10\|7.56\|7.85\|7.40\|2647070;2026-04-10\|7.43\|-0.54\|7.58\|7.97\|7.41\|1854160;2026-04-13\|7.41\|-0.27\|7.34\|7.49\|7.27\|1492066;2026-04-14\|7.32\|-1.21\|7.58\|7.65\|7.22\|1860715;2026-04-15\|7.69\|5.05\|7.50\|7.89\|7.10\|3076784;2026-04-16\|8.14\|5.85\|7.54\|8.37\|7.54\|3288201;2026-04-17\|7.89\|-3.07\|8.02\|8.07\|7.81\|2159833;2026-04-20\|7.87\|-0.25\|7.91\|7.96\|7.81\|1682172;2026-04-21\|8.09\|2.80\|7.82\|8.14\|7.55\|2392582;2026-04-22\|8.59\|6.18\|8.00\|8.77\|7.96\|3182122;2026-04-23\|9.45\|10.01\|8.57\|9.45\|8.48\|3245360;2026-04-24\|9.14\|-3.28\|9.58\|9.80\|8.91\|3997188;2026-04-27\|9.34\|2.19\|9.19\|9.58\|8.97\|3139244;2026-04-28\|9.84\|5.35\|9.36\|10.15\|9.23\|3858841;2026-04-29\|10.82\|9.96\|9.85\|10.82\|9.85\|2303049;2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2734814;2026-07-16\|9.92\|-3.22\|9.94\|10.40\|9.80\|1682109;2026-07-17\|8.93\|-9.98\|9.82\|9.87\|8.93\|1827368
102971	中共中央政治局召开会议，分析研究当前经济形势和经济工作	一季报增长+魔芋零食+渠道优化 1、据2026年4月29日一季报，公司26Q1营收15.83亿元、归母净利2.31亿元，分别同比增2.94%、29.48%，净利率14.58%提升2.99个百分点。 2、据2026年4月8日年报，2025年魔芋制品收入17.37亿元，同比增长107.23%，核心单品“大魔王麻酱素毛肚”带动品类全渠道扩张。 3、据2026年4月28日证券日报，公司明确零食量贩、商超、会员高势能、传统通路、海外五大渠道矩阵，量贩渠道目标三年收入占比30%-40%。	国内小品类休闲食品的领导品牌之一，一季度净利润同比增长29.48%	2026-03-10\|63.28\|3.75\|61.02\|63.63\|61.02\|35366;2026-03-11\|62.66\|-0.98\|63.28\|63.28\|62.34\|20216;2026-03-12\|62.32\|-0.54\|62.50\|62.65\|61.20\|18095;2026-03-13\|62.18\|-0.22\|61.99\|63.05\|61.60\|13031;2026-03-16\|61.90\|-0.45\|62.19\|62.66\|61.55\|11071;2026-03-17\|61.69\|-0.34\|62.05\|62.69\|61.50\|14150;2026-03-18\|60.40\|-2.09\|61.47\|61.80\|60.06\|15012;2026-03-19\|58.72\|-2.78\|59.99\|60.11\|58.50\|17856;2026-03-20\|58.96\|0.41\|58.76\|59.30\|57.81\|21731;2026-03-23\|56.67\|-3.88\|58.24\|58.74\|56.00\|25768;2026-03-24\|57.38\|1.25\|57.54\|58.00\|56.90\|22757;2026-03-25\|59.10\|3.00\|57.50\|59.29\|57.46\|20430;2026-03-26\|58.20\|-1.52\|59.00\|59.40\|58.00\|10862;2026-03-27\|59.58\|2.37\|57.83\|60.36\|57.61\|24504;2026-03-30\|60.22\|1.07\|59.48\|61.08\|58.89\|21301;2026-03-31\|59.37\|-1.41\|60.44\|60.91\|59.25\|16568;2026-04-01\|60.30\|1.57\|59.95\|60.78\|59.38\|18054;2026-04-02\|59.98\|-0.53\|60.00\|60.87\|59.16\|19022;2026-04-03\|58.38\|-2.67\|59.95\|60.08\|58.36\|11750;2026-04-07\|59.12\|1.27\|58.46\|59.16\|57.82\|14454;2026-04-08\|59.70\|0.98\|57.80\|59.70\|56.28\|68001;2026-04-09\|57.67\|-3.40\|58.56\|58.57\|57.33\|31041;2026-04-10\|56.88\|-1.37\|57.91\|57.91\|56.79\|35065;2026-04-13\|55.60\|-2.25\|56.60\|56.61\|55.50\|26332;2026-04-14\|55.00\|-1.08\|56.12\|56.13\|54.22\|28724;2026-04-15\|55.09\|0.16\|55.02\|55.59\|54.55\|22301;2026-04-16\|54.86\|-0.42\|55.00\|55.15\|54.37\|22926;2026-04-17\|54.05\|-1.48\|54.69\|54.99\|53.63\|25696;2026-04-20\|54.00\|-0.09\|53.90\|54.46\|53.81\|17685;2026-04-21\|54.87\|1.61\|54.22\|55.50\|54.18\|33629;2026-04-22\|54.12\|-1.37\|54.57\|54.58\|53.63\|30279;2026-04-23\|54.91\|1.46\|53.85\|55.17\|53.85\|36181;2026-04-24\|54.95\|0.07\|55.10\|55.48\|54.20\|25942;2026-04-27\|55.18\|0.42\|54.75\|55.36\|54.34\|20656;2026-04-28\|54.20\|-1.78\|55.20\|55.37\|53.81\|20326;2026-04-29\|59.62\|10.00\|56.38\|59.62\|56.12\|60873;2026-04-30\|58.72\|-1.51\|61.00\|61.20\|58.57\|58502;2026-05-06\|57.50\|-2.08\|58.69\|58.83\|57.21\|57162;2026-05-07\|57.62\|0.21\|57.50\|58.05\|57.07\|31827;2026-05-08\|57.43\|-0.33\|57.62\|58.35\|57.32\|28081;2026-05-11\|56.06\|-2.39\|57.62\|57.63\|55.70\|39278;2026-05-12\|56.20\|0.25\|56.00\|57.29\|55.64\|37299;2026-05-13\|55.80\|-0.71\|56.33\|56.56\|55.46\|27988;2026-05-14\|55.99\|0.34\|55.58\|56.65\|54.81\|38964;2026-05-15\|56.00\|0.02\|55.59\|56.47\|55.02\|28278;2026-05-18\|58.90\|5.18\|56.00\|59.00\|55.59\|71767;2026-05-19\|58.30\|-1.02\|58.61\|60.39\|58.04\|50962;2026-05-20\|57.73\|-0.98\|58.29\|58.79\|57.38\|31089;2026-05-21\|56.80\|-1.61\|57.72\|58.58\|56.58\|34162;2026-05-22\|56.89\|0.16\|56.82\|57.37\|56.02\|25353;2026-05-25\|57.90\|1.78\|57.02\|57.90\|56.26\|28960;2026-05-26\|56.56\|-2.31\|57.70\|58.37\|55.67\|28098;2026-05-27\|57.23\|1.18\|56.24\|58.00\|55.00\|34531;2026-05-28\|56.40\|-1.45\|56.79\|57.17\|55.72\|26272;2026-05-29\|59.03\|4.66\|56.30\|60.36\|56.01\|76422;2026-06-01\|61.04\|3.40\|59.40\|61.87\|58.68\|72643;2026-06-02\|59.64\|-2.29\|61.01\|61.50\|59.01\|49042;2026-06-03\|56.40\|-5.43\|59.46\|59.47\|56.35\|72167;2026-06-04\|56.68\|0.50\|56.17\|56.97\|55.03\|43304;2026-06-05\|56.80\|0.21\|56.50\|57.45\|55.88\|35647;2026-06-08\|57.18\|0.67\|56.00\|57.61\|55.30\|33471;2026-06-09\|54.26\|-5.11\|56.85\|56.85\|54.10\|42405;2026-06-10\|53.54\|-1.33\|53.80\|54.19\|52.70\|26639;2026-06-11\|53.55\|0.02\|53.55\|53.88\|52.51\|30012;2026-06-12\|54.22\|1.25\|53.13\|54.80\|52.55\|25761;2026-06-15\|53.28\|-1.73\|54.23\|54.60\|52.78\|30396;2026-06-16\|51.32\|-3.68\|53.01\|53.02\|51.00\|39227;2026-06-17\|49.27\|-3.99\|51.36\|51.39\|48.90\|33810;2026-06-18\|48.03\|-2.52\|48.87\|49.48\|47.76\|25954;2026-06-22\|47.54\|-1.02\|47.95\|48.00\|46.20\|37756;2026-06-23\|47.82\|0.59\|47.60\|48.75\|47.08\|29287;2026-06-24\|47.07\|-1.57\|47.98\|48.49\|46.87\|27449;2026-06-25\|46.53\|-1.15\|46.99\|47.55\|46.12\|25429;2026-06-26\|44.84\|-1.52\|45.58\|45.91\|44.52\|21241;2026-06-29\|46.12\|2.85\|44.80\|47.00\|43.33\|41338;2026-06-30\|44.60\|-3.30\|45.75\|46.29\|44.07\|31214;2026-07-01\|46.41\|4.06\|44.53\|46.96\|44.20\|34438;2026-07-02\|47.21\|1.72\|46.38\|47.99\|46.28\|34301;2026-07-03\|47.28\|0.15\|47.49\|48.11\|46.80\|23064;2026-07-06\|47.47\|0.40\|47.22\|47.99\|46.51\|22804;2026-07-07\|46.30\|-2.46\|47.48\|47.49\|46.18\|17663;2026-07-08\|46.19\|-0.24\|46.11\|47.30\|45.91\|19250;2026-07-09\|44.33\|-4.03\|46.00\|46.20\|44.08\|31086;2026-07-10\|45.01\|1.53\|44.20\|45.56\|43.43\|29277;2026-07-13\|44.70\|-0.69\|44.84\|45.48\|43.85\|39253;2026-07-14\|44.09\|-1.36\|44.68\|44.82\|43.13\|37178;2026-07-15\|47.80\|8.41\|44.05\|48.33\|43.65\|79386;2026-07-16\|50.35\|5.33\|47.40\|50.50\|47.10\|73969;2026-07-17\|48.60\|-3.48\|50.35\|51.40\|48.55\|49756
102970	中共中央政治局召开会议，分析研究当前经济形势和经济工作	中报预增+威士忌+高管增持 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为4.65亿元至4.90亿元，同比增长19.51%至25.94%，主要系酒类产品及香精香料业务销售收入同比增长所致。 2、据2026年6月18日公告，公司威士忌业务进入规模化落地阶段，已推出“崃州”单一麦芽、“百利得”单一调和等系列产品；截至目前已完成第60万只陈酿桶灌注，拟募资13.05亿元用于麦芽威士忌桶陈扩能等项目。 3、据2026年6月27日公告，公司董事兼副总经理马良、刘嘉瑞及副总经理喻晨计划自公告日起6个月内增持公司股份，合计增持金额为2500万元至5000万元。	国内预调鸡尾酒龙头，旗下拥有知名品牌“RIO”预调酒，一季度净利润21643.72万元，同比增长19.34%	2026-03-10\|19.12\|-0.10\|19.21\|19.38\|18.95\|60628;2026-03-11\|18.91\|-1.10\|19.09\|19.10\|18.85\|38035;2026-03-12\|18.84\|-0.37\|18.86\|18.94\|18.73\|38778;2026-03-13\|18.76\|-0.42\|18.76\|18.98\|18.75\|38096;2026-03-16\|18.88\|0.64\|18.74\|18.98\|18.71\|46096;2026-03-17\|18.77\|-0.58\|18.89\|19.15\|18.76\|56737;2026-03-18\|18.46\|-1.65\|18.77\|18.86\|18.34\|50981;2026-03-19\|18.10\|-1.95\|18.32\|18.43\|18.01\|39607;2026-03-20\|17.72\|-2.10\|18.14\|18.21\|17.72\|52473;2026-03-23\|16.95\|-4.35\|17.51\|17.53\|16.85\|70885;2026-03-24\|17.28\|1.95\|17.24\|17.33\|16.92\|46430;2026-03-25\|17.36\|0.46\|17.28\|17.46\|17.23\|38788;2026-03-26\|16.83\|-3.05\|17.36\|17.47\|16.75\|60627;2026-03-27\|17.31\|2.85\|16.77\|17.44\|16.70\|66363;2026-03-30\|17.25\|-0.35\|17.26\|17.42\|16.94\|66776;2026-03-31\|16.95\|-1.74\|17.53\|17.65\|16.93\|64019;2026-04-01\|17.50\|3.24\|17.22\|17.59\|17.05\|73554;2026-04-02\|17.23\|-1.54\|17.46\|17.49\|17.17\|57150;2026-04-03\|16.81\|-2.44\|17.21\|17.30\|16.78\|48381;2026-04-07\|16.99\|1.07\|16.82\|17.06\|16.82\|38437;2026-04-08\|17.34\|2.06\|17.19\|17.34\|17.17\|66948;2026-04-09\|16.92\|-2.42\|17.31\|17.32\|16.86\|55127;2026-04-10\|17.25\|1.95\|16.97\|17.38\|16.96\|68379;2026-04-13\|17.14\|-0.64\|17.21\|17.29\|17.13\|35437;2026-04-14\|17.18\|0.23\|17.19\|17.30\|16.99\|48282;2026-04-15\|17.27\|0.52\|17.20\|17.48\|17.16\|56530;2026-04-16\|17.30\|0.17\|17.28\|17.41\|17.25\|51343;2026-04-17\|17.07\|-1.33\|17.27\|17.27\|16.88\|50946;2026-04-20\|17.17\|0.59\|17.03\|17.32\|16.98\|46066;2026-04-21\|17.19\|0.12\|17.17\|17.43\|17.14\|51724;2026-04-22\|17.08\|-0.64\|17.17\|17.18\|16.93\|52430;2026-04-23\|17.13\|0.29\|17.08\|17.36\|17.04\|70093;2026-04-24\|16.84\|-1.69\|17.00\|17.07\|16.73\|62877;2026-04-27\|16.94\|0.59\|16.83\|17.12\|16.44\|72783;2026-04-28\|16.60\|-2.01\|16.90\|16.98\|16.52\|59109;2026-04-29\|18.26\|10.00\|17.85\|18.26\|17.74\|160205;2026-04-30\|19.06\|4.38\|18.99\|19.44\|18.62\|392766;2026-05-06\|18.65\|-2.15\|19.02\|19.23\|18.53\|197997;2026-05-07\|18.53\|-0.64\|18.75\|18.88\|18.48\|102207;2026-05-08\|18.46\|-0.38\|18.55\|18.79\|18.38\|99879;2026-05-11\|18.30\|-0.87\|18.46\|18.55\|18.22\|104727;2026-05-12\|17.92\|-2.08\|18.32\|18.35\|17.85\|97664;2026-05-13\|18.49\|3.18\|17.91\|18.69\|17.81\|159805;2026-05-14\|18.21\|-1.51\|18.44\|19.04\|18.21\|168035;2026-05-15\|17.70\|-2.80\|18.21\|18.36\|17.58\|125543;2026-05-18\|17.75\|0.28\|17.61\|18.17\|17.60\|97954;2026-05-19\|17.78\|0.17\|17.75\|18.10\|17.63\|78439;2026-05-20\|18.52\|4.16\|18.01\|19.36\|17.87\|309183;2026-05-21\|18.13\|-2.11\|18.40\|18.72\|18.10\|178802;2026-05-22\|17.55\|-3.20\|18.14\|18.52\|17.52\|165526;2026-05-25\|18.22\|3.82\|17.43\|18.35\|17.09\|212325;2026-05-26\|18.19\|-0.16\|18.13\|18.55\|17.82\|157660;2026-05-27\|18.88\|3.79\|18.17\|19.52\|17.76\|333345;2026-05-28\|18.46\|-2.22\|18.77\|18.85\|18.28\|194357;2026-05-29\|19.74\|6.93\|18.36\|20.20\|18.19\|395907;2026-06-01\|20.19\|2.28\|19.73\|20.34\|19.51\|378982;2026-06-02\|19.88\|-1.54\|19.85\|20.69\|19.53\|354490;2026-06-03\|19.25\|-3.17\|19.50\|19.65\|18.72\|272216;2026-06-04\|18.30\|-4.94\|19.06\|19.32\|18.07\|232815;2026-06-05\|18.38\|2.11\|18.24\|19.25\|18.23\|228999;2026-06-08\|18.80\|2.29\|18.20\|19.01\|17.91\|227281;2026-06-09\|19.00\|1.06\|18.88\|19.35\|18.34\|192397;2026-06-10\|19.65\|3.42\|18.89\|20.12\|18.88\|272916;2026-06-11\|19.79\|0.71\|19.36\|19.89\|19.35\|195452;2026-06-12\|20.36\|2.88\|19.50\|20.37\|19.25\|259086;2026-06-15\|19.49\|-4.27\|20.00\|20.41\|19.32\|261237;2026-06-16\|19.49\|0.00\|19.44\|19.65\|18.91\|202679;2026-06-17\|18.38\|-5.70\|19.33\|19.33\|18.30\|251305;2026-06-18\|16.54\|-10.01\|17.48\|17.73\|16.54\|188982;2026-06-22\|15.46\|-6.53\|15.69\|16.04\|15.18\|366122;2026-06-23\|15.39\|-0.45\|15.65\|15.90\|15.35\|168483;2026-06-24\|14.68\|-4.61\|15.50\|15.50\|14.56\|205317;2026-06-25\|14.30\|-2.59\|14.60\|14.75\|14.01\|206777;2026-06-26\|15.73\|10.00\|15.66\|15.73\|15.66\|125306;2026-06-29\|17.30\|9.98\|16.51\|17.30\|15.48\|416980;2026-06-30\|16.92\|-2.20\|17.20\|17.47\|16.66\|337325;2026-07-01\|17.39\|2.78\|16.95\|17.69\|16.67\|242829;2026-07-02\|17.14\|-1.44\|17.39\|17.68\|16.88\|217135;2026-07-03\|16.86\|-1.63\|17.10\|17.48\|16.84\|145157;2026-07-06\|16.80\|-0.36\|16.85\|17.16\|16.70\|124773;2026-07-07\|16.52\|-1.67\|16.78\|16.90\|16.41\|110717;2026-07-08\|16.20\|-1.94\|16.55\|16.77\|16.13\|103867;2026-07-09\|16.00\|-1.23\|16.07\|16.25\|15.90\|111974;2026-07-10\|17.29\|8.06\|16.33\|17.55\|16.23\|237027;2026-07-13\|17.47\|1.04\|17.05\|17.95\|16.91\|233735;2026-07-14\|17.15\|-1.83\|17.59\|17.77\|17.00\|145074;2026-07-15\|18.04\|5.19\|17.07\|18.17\|16.88\|232055;2026-07-16\|18.18\|0.78\|17.80\|18.30\|17.70\|180100;2026-07-17\|18.30\|0.66\|18.20\|18.85\|18.07\|276683
102969	中共中央政治局召开会议，分析研究当前经济形势和经济工作	业绩增长+高股息+黄金珠宝 1、据2026年4月29日2025年度报告及2026年一季报，2025年归母净利11.03亿元同比增9.22%，2026Q1净利2.93亿元同比增16.38%，毛利率升至39.43%，盈利韧性凸显。 2、据2026年4月29日公告，公司拟每10股派6.5元，上市以来累计现金分红56.87亿元，为IPO募资净额3.9倍。 3、据2026年4月29日年度报告，公司构建“周大生×国家宝藏”“周大生经典”等多品牌矩阵，覆盖高端文化黄金、非遗时尚等多元消费圈层，自营及电商渠道毛利持续提升。	公司为国内最具规模的珠宝品牌运营商之一，一季度净利润同比增长16.38%	2026-03-10\|12.08\|1.60\|11.92\|12.10\|11.92\|67730;2026-03-11\|12.16\|0.66\|12.05\|12.19\|12.04\|78520;2026-03-12\|12.23\|0.58\|12.14\|12.24\|12.11\|58584;2026-03-13\|12.22\|-0.08\|12.22\|12.29\|12.17\|59334;2026-03-16\|12.26\|0.33\|12.13\|12.30\|12.10\|75838;2026-03-17\|12.31\|0.41\|12.25\|12.43\|12.22\|75881;2026-03-18\|12.19\|-0.97\|12.30\|12.31\|12.13\|49959;2026-03-19\|12.02\|-1.39\|12.15\|12.21\|12.01\|54673;2026-03-20\|11.90\|-1.00\|12.02\|12.09\|11.90\|54483;2026-03-23\|11.36\|-4.54\|11.80\|11.80\|11.34\|107380;2026-03-24\|11.70\|2.99\|11.50\|11.76\|11.43\|71068;2026-03-25\|11.84\|1.20\|11.79\|11.88\|11.67\|55968;2026-03-26\|11.74\|-0.84\|11.80\|11.91\|11.71\|52213;2026-03-27\|11.84\|0.85\|11.70\|11.88\|11.66\|44987;2026-03-30\|11.97\|1.10\|11.72\|12.02\|11.65\|59906;2026-03-31\|11.94\|-0.25\|11.96\|12.08\|11.92\|51785;2026-04-01\|11.96\|0.17\|12.04\|12.06\|11.94\|53060;2026-04-02\|11.97\|0.08\|11.95\|12.02\|11.87\|53497;2026-04-03\|11.72\|-2.09\|11.96\|11.97\|11.67\|56695;2026-04-07\|11.62\|-0.85\|11.71\|11.79\|11.59\|39479;2026-04-08\|11.89\|2.32\|11.73\|11.92\|11.73\|70558;2026-04-09\|11.72\|-1.43\|11.87\|11.89\|11.71\|44128;2026-04-10\|11.75\|0.26\|11.80\|11.84\|11.74\|37269;2026-04-13\|11.77\|0.17\|11.74\|11.80\|11.69\|31668;2026-04-14\|12.37\|5.10\|11.85\|12.42\|11.77\|200245;2026-04-15\|13.05\|5.50\|12.37\|13.06\|12.31\|327200;2026-04-16\|12.45\|-4.60\|12.99\|13.09\|12.42\|252293;2026-04-17\|12.32\|-1.04\|12.45\|12.49\|12.27\|101611;2026-04-20\|12.35\|0.24\|12.31\|12.36\|12.23\|65938;2026-04-21\|12.52\|1.38\|12.35\|12.61\|12.30\|74919;2026-04-22\|12.66\|1.12\|12.46\|12.75\|12.41\|66645;2026-04-23\|12.57\|-0.71\|12.62\|12.69\|12.48\|78800;2026-04-24\|12.30\|-2.15\|12.52\|12.59\|12.28\|66160;2026-04-27\|12.20\|-0.81\|12.30\|12.38\|12.19\|51129;2026-04-28\|12.16\|-0.33\|12.19\|12.27\|12.11\|53805;2026-04-29\|13.38\|10.03\|13.33\|13.38\|13.02\|301101;2026-04-30\|13.26\|-0.90\|13.54\|13.97\|13.26\|585899;2026-05-06\|13.03\|-1.73\|13.53\|13.54\|12.99\|275741;2026-05-07\|13.32\|2.23\|13.15\|13.42\|13.04\|150941;2026-05-08\|13.23\|-0.68\|13.31\|13.47\|13.21\|115294;2026-05-11\|13.23\|0.00\|13.23\|13.40\|12.99\|118741;2026-05-12\|13.03\|-1.51\|13.23\|13.34\|13.01\|76987;2026-05-13\|12.95\|-0.61\|13.01\|13.06\|12.77\|119419;2026-05-14\|12.79\|-1.24\|12.97\|13.05\|12.79\|73650;2026-05-15\|12.63\|-1.25\|12.76\|12.92\|12.61\|98699;2026-05-18\|12.43\|-1.58\|12.62\|12.64\|12.29\|94970;2026-05-19\|12.63\|1.61\|12.40\|12.63\|12.40\|55481;2026-05-20\|12.87\|1.90\|12.60\|13.00\|12.51\|110530;2026-05-21\|12.53\|-2.64\|12.89\|12.94\|12.47\|73669;2026-05-22\|12.38\|-1.20\|12.55\|12.58\|12.33\|68641;2026-05-25\|12.38\|0.00\|12.41\|12.45\|12.20\|68022;2026-05-26\|12.43\|0.40\|12.31\|12.45\|12.30\|52568;2026-05-27\|12.33\|-0.80\|12.39\|12.42\|12.27\|58568;2026-05-28\|12.40\|0.57\|12.28\|12.45\|12.21\|66956;2026-05-29\|12.60\|1.61\|12.35\|12.65\|12.30\|81380;2026-06-01\|12.54\|-0.48\|12.51\|12.63\|12.30\|91842;2026-06-02\|12.30\|-1.91\|12.54\|12.58\|12.23\|80882;2026-06-03\|12.18\|-0.98\|12.28\|12.31\|12.14\|64851;2026-06-04\|12.15\|-0.25\|12.19\|12.22\|11.98\|66636;2026-06-05\|12.27\|0.99\|12.14\|12.52\|12.10\|81432;2026-06-08\|11.96\|-2.53\|12.14\|12.32\|11.93\|73316;2026-06-09\|12.06\|0.84\|12.00\|12.12\|11.92\|52636;2026-06-10\|12.09\|0.25\|12.00\|12.15\|11.96\|49619;2026-06-11\|11.98\|-0.91\|12.09\|12.10\|11.90\|68414;2026-06-12\|12.25\|2.25\|12.02\|12.25\|11.90\|87230;2026-06-15\|12.29\|0.33\|12.28\|12.38\|12.09\|77826;2026-06-16\|12.18\|-0.90\|12.26\|12.26\|12.06\|65947;2026-06-17\|11.97\|-1.72\|12.12\|12.16\|11.94\|54693;2026-06-18\|11.83\|-1.17\|11.95\|12.00\|11.71\|59624;2026-06-22\|11.74\|-0.76\|11.78\|11.78\|11.51\|73691;2026-06-23\|11.71\|-0.26\|11.70\|11.87\|11.66\|43291;2026-06-24\|11.67\|-0.34\|11.79\|11.79\|11.54\|48548;2026-06-25\|11.60\|-0.60\|11.58\|11.68\|11.43\|48538;2026-06-26\|11.48\|-1.03\|11.57\|11.62\|11.40\|52831;2026-06-29\|11.50\|0.17\|11.47\|11.65\|11.18\|76072;2026-06-30\|11.15\|-3.04\|11.48\|11.54\|11.09\|84034;2026-07-01\|11.55\|3.59\|11.16\|11.60\|11.10\|82561;2026-07-02\|11.72\|1.47\|11.51\|11.78\|11.49\|45324;2026-07-03\|11.98\|2.22\|11.79\|12.04\|11.77\|62440;2026-07-06\|12.14\|1.34\|11.96\|12.15\|11.90\|55976;2026-07-07\|11.90\|-1.98\|12.15\|12.16\|11.89\|46421;2026-07-08\|12.05\|1.26\|11.89\|12.10\|11.78\|54406;2026-07-09\|11.97\|-0.66\|11.95\|12.05\|11.89\|46224;2026-07-10\|11.86\|-0.92\|11.94\|12.01\|11.80\|43979;2026-07-13\|12.07\|1.77\|11.99\|12.18\|11.92\|70922;2026-07-14\|12.13\|0.50\|12.00\|12.21\|11.99\|67821;2026-07-15\|12.41\|2.31\|12.15\|12.46\|12.08\|101280;2026-07-16\|12.73\|2.58\|12.41\|12.80\|12.32\|162470;2026-07-17\|12.10\|0.17\|12.08\|12.34\|11.96\|142363
102968	中共中央政治局召开会议，分析研究当前经济形势和经济工作	收购湘式调料+川味调料+优化业务+回购 1、据2026年6月24日公告，公司拟使用自有资金42,210万元收购湖南坛坛香食品科技有限公司60%股权，切入湘式复合调味料赛道，目标公司2025年度营收3.05亿元，净利润5，936.67万元，原实控人承诺2026年至2028年累计净利润不低于1.5亿元。 2、据2026年6月24日公告，公司拟对有点火科技有限公司等比例全额减资并清算注销，退出非核心投资，进一步聚焦主营业务发展。 3、据2025年年报，公司主营川味复合调味料，拥有“好人家”“大红袍”等品牌，产品覆盖火锅底料等，并享受西部大开发15%企业所得税优惠；据2026年6月3日公告，公司正在实施回购股份用于员工持股计划。	公司是主营火锅底料和川菜调料等，一季度净利润2.5亿，同比增长234.67%	2026-03-10\|12.89\|1.18\|12.86\|12.90\|12.71\|48971;2026-03-11\|12.73\|-1.24\|12.88\|12.89\|12.57\|86296;2026-03-12\|12.15\|-4.56\|12.50\|12.53\|12.10\|170459;2026-03-13\|12.35\|1.65\|12.16\|12.55\|12.13\|130076;2026-03-16\|12.70\|2.83\|12.46\|12.76\|12.41\|137318;2026-03-17\|12.86\|1.26\|12.74\|13.10\|12.66\|117827;2026-03-18\|12.84\|-0.16\|12.78\|13.02\|12.72\|67354;2026-03-19\|12.40\|-3.43\|12.86\|12.87\|12.37\|66735;2026-03-20\|12.32\|-0.65\|12.41\|12.53\|12.31\|50108;2026-03-23\|11.89\|-3.49\|12.13\|12.20\|11.80\|92067;2026-03-24\|12.08\|1.60\|12.01\|12.15\|11.82\|49533;2026-03-25\|12.20\|0.99\|12.08\|12.21\|12.03\|46708;2026-03-26\|12.26\|0.49\|12.26\|12.39\|12.15\|45216;2026-03-27\|12.36\|0.82\|12.20\|12.41\|12.14\|70223;2026-03-30\|12.46\|0.81\|12.30\|12.57\|12.26\|50663;2026-03-31\|12.28\|-1.44\|12.46\|12.59\|12.28\|42279;2026-04-01\|12.59\|2.52\|12.41\|12.66\|12.30\|68583;2026-04-02\|12.88\|2.30\|12.58\|13.01\|12.52\|98576;2026-04-03\|12.60\|-2.17\|12.85\|12.91\|12.55\|54205;2026-04-07\|12.72\|0.95\|12.61\|12.89\|12.51\|62404;2026-04-08\|12.66\|-0.47\|12.80\|12.82\|12.59\|76792;2026-04-09\|13.18\|4.11\|12.62\|13.30\|12.56\|148971;2026-04-10\|13.52\|2.58\|13.25\|13.83\|13.13\|130593;2026-04-13\|13.45\|-0.52\|13.59\|13.77\|13.30\|89819;2026-04-14\|13.18\|-2.01\|13.39\|13.44\|12.98\|82001;2026-04-15\|13.15\|-0.23\|13.10\|13.18\|12.99\|58825;2026-04-16\|13.31\|1.22\|13.11\|13.41\|13.05\|100758;2026-04-17\|13.06\|-1.88\|13.23\|13.31\|12.90\|72322;2026-04-20\|13.40\|2.60\|13.06\|13.47\|13.06\|73584;2026-04-21\|13.65\|1.87\|13.37\|13.70\|13.37\|72910;2026-04-22\|13.55\|-0.73\|13.64\|13.67\|13.50\|46618;2026-04-23\|13.79\|1.77\|13.53\|13.82\|13.42\|72361;2026-04-24\|14.00\|1.52\|13.64\|14.10\|13.50\|82855;2026-04-27\|14.28\|2.00\|13.98\|14.53\|13.92\|110971;2026-04-28\|15.71\|10.01\|15.71\|15.71\|15.70\|254626;2026-04-29\|17.28\|9.99\|15.90\|17.28\|15.90\|513696;2026-04-30\|17.13\|-0.87\|16.92\|17.30\|16.17\|625437;2026-05-06\|17.11\|-0.12\|17.13\|17.30\|16.51\|359636;2026-05-07\|16.64\|-2.75\|17.18\|17.25\|16.40\|325199;2026-05-08\|16.29\|-2.10\|16.75\|16.97\|16.07\|237007;2026-05-11\|15.84\|0.64\|15.70\|15.91\|15.25\|247620;2026-05-12\|16.14\|1.89\|15.71\|16.31\|15.70\|214524;2026-05-13\|16.23\|0.56\|15.93\|16.38\|15.90\|191021;2026-05-14\|16.13\|-0.62\|16.20\|16.65\|16.04\|120852;2026-05-15\|15.98\|-0.93\|16.00\|16.18\|15.72\|118783;2026-05-18\|15.87\|-0.69\|15.96\|16.15\|15.50\|140813;2026-05-19\|15.88\|0.06\|15.87\|16.10\|15.65\|85070;2026-05-20\|16.15\|1.70\|15.83\|16.45\|15.66\|103743;2026-05-21\|15.76\|-2.41\|16.19\|16.38\|15.70\|101723;2026-05-22\|15.40\|-2.28\|15.77\|15.93\|15.38\|98942;2026-05-25\|15.34\|-0.39\|15.31\|16.00\|15.18\|102546;2026-05-26\|15.03\|-2.02\|15.27\|15.46\|14.88\|104106;2026-05-27\|14.97\|-0.40\|14.98\|15.19\|14.58\|120441;2026-05-28\|14.70\|-1.80\|15.07\|15.07\|14.51\|88095;2026-05-29\|14.81\|0.75\|14.70\|15.01\|14.51\|99640;2026-06-01\|14.95\|0.95\|14.71\|15.00\|14.51\|136717;2026-06-02\|14.60\|-2.34\|15.01\|15.20\|14.29\|116557;2026-06-03\|14.12\|-3.29\|14.55\|14.66\|14.11\|88740;2026-06-04\|13.62\|-3.54\|14.10\|14.25\|13.48\|100317;2026-06-05\|13.69\|0.51\|13.62\|13.84\|13.48\|102954;2026-06-08\|13.11\|-4.24\|13.52\|13.71\|12.98\|124243;2026-06-09\|13.28\|1.30\|13.15\|13.35\|13.00\|92714;2026-06-10\|13.70\|3.16\|13.09\|13.84\|13.05\|113798;2026-06-11\|13.56\|-1.02\|13.78\|13.78\|13.49\|106313;2026-06-12\|13.82\|1.92\|13.50\|13.97\|13.42\|107662;2026-06-15\|13.89\|0.51\|13.82\|14.22\|13.80\|112634;2026-06-16\|13.67\|-1.58\|13.86\|13.89\|13.45\|84295;2026-06-17\|13.61\|-0.44\|13.86\|13.97\|13.45\|65719;2026-06-18\|13.58\|-0.22\|13.45\|13.70\|13.40\|63333;2026-06-22\|13.42\|-1.18\|13.80\|13.95\|13.19\|94106;2026-06-23\|13.41\|-0.07\|13.50\|13.85\|13.28\|97431;2026-06-24\|14.75\|9.99\|14.59\|14.75\|14.45\|58354;2026-06-25\|13.29\|-9.90\|14.61\|14.70\|13.28\|309672;2026-06-26\|13.15\|-1.05\|13.25\|14.12\|13.14\|263398;2026-06-29\|13.51\|2.74\|12.96\|13.60\|12.50\|241331;2026-06-30\|13.01\|-3.70\|13.27\|13.70\|12.90\|166993;2026-07-01\|13.60\|4.54\|12.97\|13.77\|12.61\|187313;2026-07-02\|13.78\|1.32\|13.68\|14.35\|13.50\|137204;2026-07-03\|14.04\|1.89\|13.87\|14.50\|13.85\|178223;2026-07-06\|14.25\|1.50\|13.97\|14.62\|13.90\|149177;2026-07-07\|14.01\|-1.68\|14.16\|14.52\|13.99\|124166;2026-07-08\|14.15\|1.00\|13.91\|14.29\|13.76\|126948;2026-07-09\|13.32\|-5.87\|13.87\|14.45\|12.97\|250529;2026-07-10\|13.85\|3.98\|13.58\|13.95\|13.13\|219140;2026-07-13\|13.43\|-3.03\|13.69\|13.84\|13.34\|160911;2026-07-14\|13.28\|-1.12\|13.25\|13.60\|13.25\|111798;2026-07-15\|13.90\|4.67\|13.23\|13.95\|13.15\|153147;2026-07-16\|13.75\|-1.08\|13.78\|14.00\|13.51\|138567;2026-07-17\|13.29\|-3.35\|13.83\|14.28\|13.27\|177944
102967	北方稀土等龙头业绩大增	稀土+江阴加华投产+央企+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司2025年完成收购的江阴加华稀土分离工厂，已于2026年3月恢复正常生产运营，其核准分离能力为3800吨/年，有望充分受益于中重稀土分离环节加工费上涨，成为全年业绩重要增长点。 2、据2025年年报，公司形成了从稀土选矿、冶炼分离到深加工较为完整的产业链，是国内少数融南北轻重稀土业务于一体的企业，业务规模居于行业前列。 3、据2025年年报，公司最终控制人为中华人民共和国财政部，控股股东为中国地质科学院矿产综合利用研究所，具备央企背景。 4、据2026年4月30日公告，公司2026年一季度实现归母净利润3.27亿元，同比增长94.46%。	四川省稀土冶炼分离行业龙头	2026-03-10\|27.66\|0.51\|27.90\|28.03\|27.36\|573549;2026-03-11\|26.66\|-3.62\|27.45\|27.67\|26.60\|723855;2026-03-12\|26.33\|-1.24\|26.50\|26.90\|25.90\|608360;2026-03-13\|25.30\|-3.91\|26.29\|26.36\|25.20\|617923;2026-03-16\|24.56\|-2.92\|25.15\|25.28\|24.01\|598019;2026-03-17\|23.95\|-2.48\|24.72\|24.90\|23.93\|514321;2026-03-18\|24.15\|0.84\|24.25\|24.34\|23.68\|467218;2026-03-19\|22.82\|-5.51\|23.50\|23.70\|22.71\|678329;2026-03-20\|22.25\|-2.50\|22.82\|23.30\|22.24\|464744;2026-03-23\|21.36\|-4.00\|21.80\|22.55\|21.21\|828237;2026-03-24\|21.66\|1.40\|21.88\|22.00\|20.90\|625184;2026-03-25\|22.55\|4.11\|22.09\|22.90\|22.05\|748544;2026-03-26\|21.87\|-3.02\|22.41\|22.58\|21.71\|421387;2026-03-27\|22.47\|2.74\|21.38\|22.77\|21.38\|555386;2026-03-30\|22.37\|-0.45\|22.31\|22.50\|21.93\|375831;2026-03-31\|22.40\|0.13\|22.37\|22.79\|22.25\|504841;2026-04-01\|22.94\|2.41\|22.91\|23.15\|22.61\|620927;2026-04-02\|22.37\|-2.48\|22.70\|22.80\|22.16\|402973;2026-04-03\|22.50\|0.58\|22.38\|22.93\|22.19\|438486;2026-04-07\|24.02\|6.76\|22.51\|24.09\|22.41\|1014068;2026-04-08\|24.73\|2.96\|24.50\|24.85\|24.27\|1061604;2026-04-09\|25.27\|2.18\|24.70\|25.69\|24.45\|1031864;2026-04-10\|25.17\|-0.40\|25.27\|25.58\|24.96\|793423;2026-04-13\|25.49\|1.27\|25.65\|25.88\|25.10\|694715;2026-04-14\|25.08\|-1.61\|25.55\|25.87\|24.70\|710420;2026-04-15\|24.56\|-2.07\|25.20\|25.39\|24.40\|634282;2026-04-16\|25.41\|3.46\|24.51\|25.50\|24.43\|751874;2026-04-17\|26.18\|3.03\|25.20\|26.65\|25.15\|913427;2026-04-20\|26.91\|2.79\|26.01\|26.99\|25.81\|940863;2026-04-21\|27.41\|1.86\|26.92\|27.96\|26.54\|871127;2026-04-22\|27.38\|-0.11\|27.20\|27.58\|26.81\|660180;2026-04-23\|24.96\|-8.84\|27.13\|27.37\|24.73\|1307916;2026-04-24\|24.98\|0.08\|24.98\|25.15\|24.49\|622989;2026-04-27\|24.28\|-2.80\|24.80\|25.06\|24.20\|526976;2026-04-28\|23.81\|-1.94\|24.30\|24.56\|23.73\|474423;2026-04-29\|26.19\|10.00\|24.02\|26.19\|23.99\|1109732;2026-04-30\|26.03\|-0.61\|26.19\|26.59\|25.81\|957693;2026-05-06\|26.68\|2.50\|26.08\|26.75\|25.54\|917172;2026-05-07\|26.92\|0.90\|26.68\|27.13\|26.50\|710888;2026-05-08\|26.50\|-1.56\|26.60\|26.86\|26.13\|638458;2026-05-11\|27.59\|4.11\|26.68\|27.82\|26.48\|1037650;2026-05-12\|25.98\|-5.84\|27.71\|27.75\|25.82\|1049382;2026-05-13\|26.49\|1.96\|25.78\|26.73\|25.70\|635729;2026-05-14\|25.20\|-4.87\|26.50\|26.52\|25.09\|721341;2026-05-15\|25.14\|-0.24\|25.22\|26.18\|24.84\|714485;2026-05-18\|24.05\|-4.34\|24.54\|24.65\|23.82\|658000;2026-05-19\|23.32\|-3.04\|23.95\|23.99\|22.81\|585729;2026-05-20\|23.77\|1.93\|23.01\|24.22\|22.65\|689617;2026-05-21\|23.07\|-2.94\|23.81\|24.34\|23.01\|531008;2026-05-22\|23.80\|3.16\|23.25\|23.81\|23.08\|426384;2026-05-25\|23.48\|-1.34\|23.98\|24.17\|23.15\|495748;2026-05-26\|23.52\|0.17\|23.20\|23.68\|22.75\|527133;2026-05-27\|22.55\|-4.12\|23.40\|23.62\|22.34\|495128;2026-05-28\|23.23\|3.02\|22.45\|23.45\|22.18\|551727;2026-05-29\|21.89\|-5.77\|23.00\|23.22\|21.79\|637688;2026-06-01\|21.69\|-0.91\|21.75\|22.12\|21.50\|297693;2026-06-02\|22.42\|3.37\|21.67\|22.68\|21.30\|513060;2026-06-03\|22.86\|1.96\|22.20\|23.14\|21.99\|576617;2026-06-04\|23.17\|1.36\|22.50\|23.45\|22.00\|662091;2026-06-05\|23.80\|2.72\|23.07\|24.50\|23.01\|950562;2026-06-08\|22.38\|-5.97\|23.01\|23.68\|22.23\|612240;2026-06-09\|23.42\|4.65\|22.83\|23.43\|22.05\|665140;2026-06-10\|23.83\|1.75\|23.42\|24.91\|23.17\|933117;2026-06-11\|25.27\|6.04\|24.30\|25.50\|23.84\|1478739;2026-06-12\|25.80\|2.10\|25.45\|26.88\|25.30\|1693497;2026-06-15\|26.39\|2.29\|26.00\|26.54\|25.16\|1657797;2026-06-16\|29.03\|10.00\|26.40\|29.03\|26.24\|1974876;2026-06-17\|28.78\|-0.86\|29.03\|29.92\|28.28\|2590124;2026-06-18\|31.66\|10.01\|29.00\|31.66\|29.00\|2669646;2026-06-22\|34.48\|8.91\|32.78\|34.60\|32.20\|2948590;2026-06-23\|31.03\|-10.01\|34.19\|34.19\|31.03\|2274986;2026-06-24\|31.60\|1.84\|30.98\|31.60\|29.70\|2072358;2026-06-25\|32.20\|1.90\|31.11\|33.10\|30.21\|1845058;2026-06-26\|30.12\|-6.46\|31.81\|32.54\|30.10\|1548937;2026-06-29\|28.61\|-5.01\|29.97\|30.68\|28.14\|1558266;2026-06-30\|29.77\|4.05\|28.61\|29.99\|28.25\|1094787;2026-07-01\|29.02\|-2.52\|29.60\|30.55\|28.85\|1038845;2026-07-02\|29.89\|3.00\|28.28\|31.26\|27.70\|1580944;2026-07-03\|28.95\|-3.14\|29.95\|30.27\|28.61\|1117074;2026-07-06\|26.61\|-8.08\|28.94\|29.79\|26.50\|1350149;2026-07-07\|25.88\|-2.74\|26.55\|27.47\|25.80\|851798;2026-07-08\|24.47\|-5.45\|25.68\|26.19\|24.41\|845369;2026-07-09\|24.85\|1.55\|24.47\|24.94\|22.93\|1034450;2026-07-10\|24.29\|-2.25\|24.59\|25.87\|24.29\|900103;2026-07-13\|23.26\|-4.24\|24.66\|25.04\|23.23\|860018;2026-07-14\|24.24\|4.21\|23.30\|24.29\|22.78\|997618;2026-07-15\|23.86\|-1.57\|24.56\|24.81\|23.72\|963166;2026-07-16\|23.00\|-3.60\|23.30\|24.00\|22.81\|722135;2026-07-17\|21.15\|-6.83\|22.49\|22.74\|21.05\|841513
102966	北方稀土等龙头业绩大增	稀土永磁+业绩高增+并购重组预期行业原因：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4月28日一季报，公司一季度营收8.21亿元、同比增长12.79%，归母净利润1.39亿元、同比增长90.80%，主因稀土产品价格上涨及销售策略优化。 2、据2026年4月28日公告，子公司广州建丰拟投资2.16亿元实施稀土深加工及新材料异地搬迁升级项目，提升绿色高端产能。 3、据证券日报网4月28日报道，中国稀土在接受调研者提问时表示，据了解，现阶段，公司实际控制人中国稀土集团正积极推进稀土产业中上游整合。目前，公司实际控制人的该承诺在正常履行当中。现阶段，公司正积极配合中国稀土集团开展解决同业竞争问题的相关工作，择机开展并购重组。后续，公司如有资产注入、并购等相关安排，且符合披露标准，公司将严格按照相关规定及时履行信息披露的义务。	六大稀土集团之一中国五矿的唯一稀土上市平台，一季报净利润同比上涨90.80%	2026-03-10\|57.45\|0.19\|57.65\|58.26\|56.78\|305506;2026-03-11\|54.90\|-4.44\|56.86\|57.19\|54.80\|463058;2026-03-12\|54.22\|-1.24\|54.70\|55.38\|53.09\|402424;2026-03-13\|53.02\|-2.21\|53.96\|54.63\|52.88\|257999;2026-03-16\|51.73\|-2.43\|53.32\|53.44\|51.00\|278362;2026-03-17\|50.39\|-2.59\|51.99\|52.26\|50.35\|239559;2026-03-18\|50.37\|-0.04\|50.75\|50.75\|49.40\|240336;2026-03-19\|47.87\|-4.96\|49.21\|49.46\|47.66\|327264;2026-03-20\|46.52\|-2.82\|47.87\|48.28\|46.49\|282251;2026-03-23\|46.05\|-1.01\|45.50\|47.55\|44.98\|388608;2026-03-24\|46.51\|1.00\|46.73\|47.00\|45.00\|321913;2026-03-25\|47.90\|2.99\|47.40\|48.16\|47.00\|394251;2026-03-26\|46.39\|-3.15\|47.50\|47.53\|46.21\|223782;2026-03-27\|48.30\|4.12\|45.66\|48.80\|45.58\|415989;2026-03-30\|47.96\|-0.70\|47.70\|48.56\|47.10\|250791;2026-03-31\|47.99\|0.06\|48.00\|48.71\|47.59\|242925;2026-04-01\|48.28\|0.60\|48.84\|48.86\|47.71\|239311;2026-04-02\|47.25\|-2.13\|48.18\|48.18\|46.85\|201177;2026-04-03\|47.00\|-0.53\|47.19\|47.72\|46.91\|155039;2026-04-07\|48.79\|3.81\|47.00\|49.05\|46.71\|358403;2026-04-08\|50.84\|4.20\|49.98\|50.85\|49.75\|398223;2026-04-09\|51.71\|1.71\|50.38\|52.75\|50.18\|388810;2026-04-10\|52.01\|0.58\|52.23\|52.86\|51.63\|314077;2026-04-13\|52.20\|0.37\|53.30\|53.30\|52.15\|331502;2026-04-14\|51.04\|-2.22\|52.74\|52.80\|50.40\|316220;2026-04-15\|50.64\|-0.78\|51.46\|52.24\|50.32\|248599;2026-04-16\|51.69\|2.07\|50.99\|51.98\|50.33\|250107;2026-04-17\|52.11\|0.81\|51.36\|52.75\|51.26\|227009;2026-04-20\|54.35\|4.30\|51.90\|54.45\|51.79\|427029;2026-04-21\|55.27\|1.69\|54.00\|56.80\|53.61\|425028;2026-04-22\|55.18\|-0.16\|54.83\|55.47\|53.98\|293240;2026-04-23\|51.11\|-7.38\|55.00\|55.11\|51.00\|556275;2026-04-24\|51.16\|0.10\|51.07\|51.41\|50.09\|291703;2026-04-27\|50.09\|-2.09\|50.85\|51.10\|50.00\|218891;2026-04-28\|49.12\|-1.94\|51.00\|51.14\|48.80\|219387;2026-04-29\|54.03\|10.00\|50.00\|54.03\|49.90\|596886;2026-04-30\|54.44\|0.76\|54.35\|55.20\|53.50\|571129;2026-05-06\|55.61\|2.15\|54.39\|55.79\|53.40\|533199;2026-05-07\|55.59\|-0.04\|55.40\|55.99\|54.87\|346466;2026-05-08\|55.25\|-0.61\|55.00\|55.36\|54.28\|321864;2026-05-11\|58.15\|5.25\|56.00\|58.63\|55.76\|634024;2026-05-12\|55.80\|-4.04\|58.14\|58.14\|55.25\|451211;2026-05-13\|56.87\|1.92\|55.65\|57.22\|55.51\|363848;2026-05-14\|54.25\|-4.61\|57.00\|57.00\|54.04\|354303;2026-05-15\|55.88\|3.00\|54.15\|59.00\|54.01\|634531;2026-05-18\|53.38\|-4.47\|54.50\|54.80\|53.00\|410602;2026-05-19\|51.61\|-3.32\|53.28\|53.37\|50.68\|333546;2026-05-20\|52.39\|1.51\|51.50\|53.30\|50.06\|403140;2026-05-21\|51.16\|-2.35\|52.15\|53.75\|50.99\|331559;2026-05-22\|51.51\|0.68\|51.18\|51.99\|50.70\|213551;2026-05-25\|51.42\|-0.17\|51.95\|53.00\|50.60\|263890;2026-05-26\|51.23\|-0.37\|50.99\|51.30\|49.67\|282622;2026-05-27\|49.33\|-3.71\|51.00\|51.65\|49.04\|262780;2026-05-28\|51.78\|4.97\|49.32\|51.99\|48.90\|362212;2026-05-29\|48.80\|-5.76\|51.13\|52.26\|48.80\|353201;2026-06-01\|48.85\|0.10\|48.80\|49.58\|48.13\|198099;2026-06-02\|49.93\|2.21\|48.80\|50.50\|47.43\|296254;2026-06-03\|52.97\|6.09\|49.80\|53.37\|49.20\|591565;2026-06-04\|53.64\|1.26\|52.48\|55.00\|51.63\|507326;2026-06-05\|54.32\|1.27\|53.00\|56.00\|52.51\|487647;2026-06-08\|51.73\|-4.77\|52.00\|54.97\|51.36\|483191;2026-06-09\|55.52\|7.33\|52.50\|55.98\|51.91\|661807;2026-06-10\|54.08\|-2.59\|54.80\|56.68\|53.70\|423152;2026-06-11\|53.79\|-0.54\|54.39\|54.96\|53.10\|337388;2026-06-12\|56.04\|4.18\|54.48\|59.17\|53.88\|876580;2026-06-15\|58.40\|4.21\|56.05\|58.87\|55.00\|826516;2026-06-16\|60.97\|4.40\|57.30\|62.96\|56.74\|1021918;2026-06-17\|59.09\|-3.08\|59.90\|61.68\|57.93\|714262;2026-06-18\|61.90\|4.76\|58.60\|63.40\|58.52\|780916;2026-06-22\|66.30\|7.11\|62.90\|66.88\|61.50\|1001077;2026-06-23\|59.67\|-10.00\|65.00\|65.00\|59.67\|784936;2026-06-24\|58.28\|-2.33\|59.16\|59.88\|56.80\|686646;2026-06-25\|57.64\|-1.10\|57.71\|59.01\|56.33\|524737;2026-06-26\|54.88\|-4.79\|57.50\|57.96\|54.70\|505796;2026-06-29\|54.32\|-1.02\|54.90\|55.80\|52.89\|403639;2026-06-30\|55.49\|2.15\|53.99\|55.60\|53.01\|369145;2026-07-01\|53.53\|-3.53\|55.00\|56.20\|53.20\|439389;2026-07-02\|53.20\|-0.62\|52.92\|55.43\|51.71\|475963;2026-07-03\|54.45\|2.41\|53.80\|56.32\|52.70\|562430;2026-07-06\|51.14\|-6.08\|54.45\|55.25\|51.00\|511669;2026-07-07\|50.74\|-0.78\|51.00\|52.00\|50.42\|277010;2026-07-08\|48.66\|-4.10\|50.50\|50.61\|48.66\|335802;2026-07-09\|48.29\|-0.76\|48.54\|49.15\|45.51\|476412;2026-07-10\|47.82\|-0.97\|48.07\|49.31\|47.33\|318115;2026-07-13\|44.98\|-5.94\|47.72\|47.72\|44.95\|309996;2026-07-14\|47.38\|5.34\|44.92\|47.40\|44.66\|356157;2026-07-15\|46.22\|-2.45\|47.75\|47.75\|45.80\|249554;2026-07-16\|45.54\|-1.47\|45.00\|46.27\|44.92\|172073;2026-07-17\|45.65\|0.24\|45.50\|46.20\|44.70\|273509
102965	北方稀土等龙头业绩大增	稀土永磁+机器人概念+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年5月8日机构调研，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段；据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售。 2、据2025年年度报告，高性能钕铁硼永磁材料是工业机器人伺服电机的核心材料，公司高性能磁材产品在工业机器人电机等领域不断取得突破。 3、据2026年4月30日公告，公司2026年一季度实现营收25.12亿元，同比增长74.93%；归母净利润2.16亿元，同比增长595.21%。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域，25年净利润扭亏为盈	2026-03-10\|15.58\|2.50\|15.25\|15.59\|15.12\|192189;2026-03-11\|15.67\|0.58\|15.57\|15.95\|15.50\|217879;2026-03-12\|16.68\|6.45\|15.64\|17.24\|15.63\|637675;2026-03-13\|17.15\|2.82\|17.01\|17.49\|16.71\|570998;2026-03-16\|17.68\|3.09\|17.18\|17.78\|17.08\|440978;2026-03-17\|17.35\|-1.87\|17.87\|18.18\|17.35\|336307;2026-03-18\|17.24\|-0.63\|17.49\|17.70\|16.64\|294778;2026-03-19\|16.19\|-6.09\|17.37\|17.37\|16.05\|269482;2026-03-20\|15.61\|-3.58\|16.44\|16.44\|15.53\|240899;2026-03-23\|14.95\|-4.23\|15.10\|15.97\|14.76\|375067;2026-03-24\|16.45\|10.03\|15.30\|16.45\|14.75\|367077;2026-03-25\|17.22\|4.68\|16.80\|17.26\|16.39\|388260;2026-03-26\|16.56\|-3.83\|17.39\|17.39\|16.50\|250478;2026-03-27\|17.24\|4.11\|16.39\|17.46\|16.25\|307294;2026-03-30\|17.04\|-1.16\|17.03\|17.19\|16.65\|204331;2026-03-31\|16.75\|-1.70\|16.99\|17.12\|16.57\|192485;2026-04-01\|18.43\|10.03\|17.11\|18.43\|16.89\|313786;2026-04-02\|18.01\|-2.28\|18.59\|18.60\|17.43\|591783;2026-04-03\|17.70\|-1.72\|18.01\|18.13\|17.47\|304513;2026-04-07\|18.78\|6.10\|17.68\|19.20\|17.68\|520365;2026-04-08\|19.35\|3.04\|18.81\|19.68\|18.66\|715635;2026-04-09\|21.29\|10.03\|19.50\|21.29\|19.23\|443489;2026-04-10\|21.72\|2.02\|21.13\|22.29\|20.71\|815675;2026-04-13\|21.08\|-2.95\|21.96\|22.29\|20.85\|595238;2026-04-14\|20.85\|-1.09\|21.21\|21.30\|20.40\|481563;2026-04-15\|21.63\|3.74\|20.85\|22.50\|20.53\|629755;2026-04-16\|22.73\|5.09\|21.34\|23.00\|21.05\|632891;2026-04-17\|22.31\|-1.85\|22.43\|23.18\|22.00\|456135;2026-04-20\|22.88\|2.55\|22.39\|23.08\|21.99\|409702;2026-04-21\|22.93\|0.22\|22.68\|23.87\|22.39\|476540;2026-04-22\|23.13\|0.87\|23.35\|24.15\|22.40\|443598;2026-04-23\|21.96\|-5.06\|23.01\|23.50\|21.58\|648082;2026-04-24\|22.41\|2.05\|21.96\|23.00\|21.80\|337223;2026-04-27\|22.07\|-1.52\|22.30\|23.01\|21.81\|295580;2026-04-28\|21.30\|-3.49\|22.11\|22.20\|21.17\|224331;2026-04-29\|23.43\|10.00\|21.43\|23.43\|21.43\|247478;2026-04-30\|25.77\|9.99\|24.88\|25.77\|24.66\|457693;2026-05-06\|25.85\|0.31\|26.00\|26.80\|25.50\|767726;2026-05-07\|26.94\|4.22\|26.23\|27.01\|25.92\|543061;2026-05-08\|27.38\|1.63\|26.10\|27.58\|26.00\|438782;2026-05-11\|30.09\|9.90\|27.98\|30.12\|27.23\|645557;2026-05-12\|28.75\|-4.45\|29.60\|30.12\|27.95\|598117;2026-05-13\|29.09\|1.18\|28.11\|29.96\|28.11\|449503;2026-05-14\|28.46\|-2.17\|29.28\|29.61\|28.36\|355938;2026-05-15\|27.95\|-1.79\|28.86\|28.90\|27.48\|318539;2026-05-18\|27.45\|-1.79\|27.68\|28.15\|26.93\|301195;2026-05-19\|27.37\|-0.29\|27.23\|27.66\|26.00\|279503;2026-05-20\|30.11\|10.01\|27.09\|30.11\|27.01\|410236;2026-05-21\|28.43\|-5.58\|30.25\|30.53\|28.00\|469357;2026-05-22\|29.06\|2.22\|28.30\|29.78\|28.30\|329816;2026-05-25\|31.97\|10.01\|29.30\|31.97\|29.09\|448590;2026-05-26\|32.59\|1.94\|33.10\|33.50\|31.34\|530488;2026-05-27\|30.97\|-4.97\|32.60\|32.82\|30.71\|350475;2026-05-28\|31.30\|1.07\|30.98\|31.98\|30.98\|341727;2026-05-29\|29.47\|-5.85\|31.19\|31.19\|29.17\|347333;2026-06-01\|28.59\|-2.99\|29.41\|30.07\|28.29\|278020;2026-06-02\|30.15\|5.46\|28.60\|30.88\|27.79\|351154;2026-06-03\|32.82\|8.86\|30.61\|33.17\|30.31\|782234;2026-06-04\|36.10\|9.99\|32.00\|36.10\|31.35\|734849;2026-06-05\|31.17\|3.90\|30.59\|33.00\|30.59\|1351988;2026-06-08\|31.43\|0.83\|30.00\|33.63\|29.95\|1006890;2026-06-09\|32.80\|4.36\|32.23\|34.47\|32.10\|899431;2026-06-10\|31.70\|-3.35\|32.81\|33.22\|30.50\|622640;2026-06-11\|30.59\|-3.50\|31.70\|32.59\|29.58\|718747;2026-06-12\|29.33\|-4.12\|30.60\|31.62\|29.08\|750220;2026-06-15\|30.57\|4.23\|29.59\|30.91\|28.60\|669304;2026-06-16\|33.63\|10.01\|30.60\|33.63\|30.18\|449739;2026-06-17\|34.22\|1.75\|34.23\|34.85\|33.08\|919120;2026-06-18\|36.10\|5.49\|33.64\|36.61\|33.56\|732638;2026-06-22\|35.97\|-0.36\|36.00\|36.45\|34.38\|769044;2026-06-23\|32.37\|-10.01\|35.26\|35.45\|32.37\|614884;2026-06-24\|31.42\|-2.93\|31.99\|32.00\|30.40\|701418;2026-06-25\|30.75\|-2.13\|31.43\|32.31\|30.51\|608372;2026-06-26\|28.32\|-7.90\|30.73\|30.74\|27.71\|716223;2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.25\|-5.86\|22.00\|22.18\|20.00\|288389;2026-07-16\|19.25\|-4.94\|20.23\|20.54\|18.95\|325127;2026-07-17\|17.60\|-8.57\|19.35\|19.44\|17.40\|335314
102964	北方稀土等龙头业绩大增	稀土永磁+人形机器人+国企改革行业原因：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4月29日一季报，公司一季度营收118.59亿元、归母净利9.18亿元，同比分别增长27.69%、113.12%，主因镨钕等稀土产品均价同比走高。 2、据2026年4月28日公告，公司拟投7.79亿元建设稀土高能级科技创新平台，强化磁性材料、合金、催化等新材料研发，支撑人形机器人、低空经济等高端应用。 3、据2026年4月28日一季报，超级牛散章建平新进持有7225.44万股，占总股本2%，对应市值34.45亿元，成为第四大股东。	公司是全球最大的稀土产品供应商，一季度净利润9.18亿元，同比增长113.12%；报告期内，公司以镨钕产品为代表的主要稀土产品一季度均价同比升高，毛利同比增加	2026-03-10\|53.97\|0.17\|54.50\|55.13\|53.70\|878716;2026-03-11\|52.38\|-2.95\|53.38\|53.79\|52.20\|948358;2026-03-12\|51.69\|-1.32\|52.20\|52.62\|51.02\|836317;2026-03-13\|50.82\|-1.68\|51.12\|52.15\|50.58\|714043;2026-03-16\|49.60\|-2.40\|50.80\|51.14\|48.80\|900235;2026-03-17\|49.00\|-1.21\|49.89\|50.39\|48.92\|711899;2026-03-18\|49.01\|0.02\|49.32\|49.33\|47.70\|829768;2026-03-19\|46.62\|-4.88\|48.10\|48.20\|46.36\|959198;2026-03-20\|46.00\|-1.33\|47.00\|47.25\|45.90\|681968;2026-03-23\|45.22\|-1.70\|45.10\|46.50\|44.20\|1010810;2026-03-24\|45.54\|0.71\|46.00\|46.20\|44.02\|837741;2026-03-25\|47.82\|5.01\|46.10\|47.82\|46.09\|1151894;2026-03-26\|46.21\|-3.37\|47.35\|47.35\|46.14\|694081;2026-03-27\|47.27\|2.29\|45.26\|47.70\|45.22\|776147;2026-03-30\|47.11\|-0.34\|46.60\|47.20\|46.15\|537798;2026-03-31\|47.68\|1.21\|47.11\|48.08\|47.02\|722618;2026-04-01\|48.48\|1.68\|48.49\|48.78\|47.79\|670189;2026-04-02\|47.58\|-1.86\|48.00\|48.48\|47.25\|447006;2026-04-03\|47.61\|0.06\|47.58\|48.36\|47.35\|422848;2026-04-07\|49.89\|4.79\|47.62\|49.98\|47.37\|935797;2026-04-08\|51.70\|3.63\|50.81\|51.81\|50.52\|1045856;2026-04-09\|51.80\|0.19\|51.00\|53.05\|50.90\|952562;2026-04-10\|51.75\|-0.10\|52.79\|52.80\|51.60\|826796;2026-04-13\|52.34\|1.14\|53.05\|53.35\|51.89\|1048659;2026-04-14\|50.54\|-3.44\|52.34\|52.34\|49.62\|1386277;2026-04-15\|49.40\|-2.26\|50.57\|51.38\|49.26\|1054618;2026-04-16\|49.39\|-0.02\|49.59\|49.98\|49.12\|1200725;2026-04-17\|49.22\|-0.34\|49.00\|50.20\|48.90\|1048930;2026-04-20\|50.89\|3.39\|49.30\|50.90\|48.73\|1339649;2026-04-21\|50.60\|-0.57\|50.99\|51.55\|50.37\|951763;2026-04-22\|50.15\|-0.89\|50.20\|50.26\|49.49\|778931;2026-04-23\|47.16\|-5.96\|49.60\|49.70\|47.01\|1614874;2026-04-24\|47.24\|0.17\|47.00\|47.46\|46.42\|689706;2026-04-27\|46.83\|-0.87\|47.01\|47.11\|46.50\|448197;2026-04-28\|46.32\|-1.09\|46.90\|47.20\|46.28\|481496;2026-04-29\|50.95\|10.00\|47.50\|50.95\|47.49\|1871938;2026-04-30\|53.04\|4.10\|51.88\|53.35\|51.36\|2713210;2026-05-06\|55.52\|4.68\|53.12\|55.55\|52.51\|2389147;2026-05-07\|55.31\|-0.38\|55.53\|56.48\|54.58\|1800986;2026-05-08\|54.75\|-1.01\|54.80\|55.35\|53.89\|1414805;2026-05-11\|57.85\|5.66\|54.91\|57.96\|54.76\|2333614;2026-05-12\|54.44\|-5.89\|57.90\|57.95\|54.03\|2288697;2026-05-13\|56.16\|3.16\|54.00\|56.32\|53.99\|1676770;2026-05-14\|53.27\|-5.15\|56.17\|56.18\|53.26\|1505637;2026-05-15\|53.78\|0.96\|53.30\|55.88\|52.42\|1612019;2026-05-18\|51.70\|-3.87\|52.60\|52.88\|51.24\|1227350;2026-05-19\|50.25\|-2.80\|51.20\|51.58\|49.50\|1103150;2026-05-20\|51.89\|3.26\|50.00\|52.69\|49.27\|1465978;2026-05-21\|50.72\|-2.25\|51.89\|53.25\|50.70\|1327248;2026-05-22\|51.09\|0.73\|50.71\|51.49\|50.43\|826463;2026-05-25\|51.11\|0.04\|51.65\|51.65\|50.09\|1026921;2026-05-26\|50.79\|-0.63\|50.50\|50.95\|49.50\|941972;2026-05-27\|48.54\|-4.43\|50.68\|50.95\|48.40\|1133000;2026-05-28\|50.98\|5.03\|48.30\|51.11\|48.00\|1377713;2026-05-29\|48.62\|-4.63\|50.34\|50.51\|48.30\|1092663;2026-06-01\|47.86\|-1.56\|48.00\|48.96\|47.77\|688121;2026-06-02\|48.57\|1.48\|47.87\|48.78\|46.81\|777658;2026-06-03\|49.82\|2.57\|48.15\|50.50\|47.88\|1216803;2026-06-04\|49.66\|-0.32\|49.00\|50.98\|48.37\|1039753;2026-06-05\|49.66\|0.00\|49.36\|50.85\|49.08\|1026534;2026-06-08\|46.98\|-5.40\|47.95\|48.85\|46.57\|1004641;2026-06-09\|48.54\|3.32\|47.18\|48.67\|46.51\|970708;2026-06-10\|47.11\|-2.95\|47.80\|49.20\|47.01\|809108;2026-06-11\|47.52\|1.15\|46.68\|47.94\|46.26\|706563;2026-06-12\|49.43\|4.02\|48.20\|51.17\|47.98\|1524409;2026-06-15\|50.47\|2.10\|50.45\|50.50\|49.32\|1395567;2026-06-16\|51.98\|2.99\|50.00\|53.18\|49.80\|1928816;2026-06-17\|50.32\|-3.19\|51.20\|51.20\|50.01\|1291961;2026-06-18\|51.40\|2.15\|50.00\|53.28\|49.80\|1807191;2026-06-22\|54.15\|5.35\|52.00\|54.15\|51.39\|2463860;2026-06-23\|49.95\|-7.76\|53.61\|53.61\|49.08\|2273584;2026-06-24\|49.23\|-1.44\|49.07\|50.12\|48.03\|1258116;2026-06-25\|49.20\|-0.06\|49.30\|50.28\|48.18\|1121099;2026-06-26\|47.26\|-3.94\|48.89\|48.89\|47.08\|1048740;2026-06-29\|47.62\|0.76\|47.00\|47.70\|46.75\|797881;2026-06-30\|48.05\|0.90\|47.39\|48.10\|46.70\|813043;2026-07-01\|47.46\|-1.23\|48.01\|48.04\|47.06\|737661;2026-07-02\|48.20\|1.56\|47.07\|48.84\|46.80\|965405;2026-07-03\|48.57\|0.77\|48.40\|49.08\|47.70\|879238;2026-07-06\|47.31\|-2.59\|48.66\|48.77\|47.10\|730277;2026-07-07\|47.45\|0.30\|47.00\|47.68\|46.80\|492376;2026-07-08\|46.02\|-3.01\|47.25\|47.27\|46.00\|539397;2026-07-09\|42.98\|-6.61\|45.50\|45.98\|41.42\|1623791;2026-07-10\|42.51\|-1.09\|42.17\|43.30\|40.51\|976690;2026-07-13\|38.98\|-8.30\|42.00\|42.01\|38.93\|1037537;2026-07-14\|39.83\|2.18\|38.26\|39.85\|38.10\|809939;2026-07-15\|39.56\|-0.68\|40.40\|40.66\|39.54\|571687;2026-07-16\|38.87\|-1.74\|39.10\|39.58\|38.66\|455760;2026-07-17\|37.45\|-3.65\|38.70\|38.79\|37.17\|665342
102963	电池级碳酸锂价格持续上涨	涨停揭秘：“龙泉二号”全固态电池成功下线，成都量产基地揭牌；电池级碳酸锂价格反弹至17万元/吨，广期所主力合约突破16万元/吨；宁德时代年报净利润大增，带动整个锂电池板块情绪回暖；涨停缘由：固态电池产业化进程加速、锂盐价格触底反弹强化盈利预期、平台型龙头技术壁垒与客户资源双重优势凸显、储能与动力双轮驱动；资金逻辑：主力资金重点加仓技术领先型设备与材料标的，该股获北向与融资资金同步增持；近5日涨停频次居板块首位，资金认可度高；风险提示：固态电池商业化落地进度慢于预期；锂价反弹持续性存疑；海外客户认证周期延长影响出货节奏	行业内少数同时掌握消费电池、动力电池和储能电池核心技术的锂电池平台型龙头企业；9月2日，公司固态电池研究院成都量产基地正式揭牌，“龙泉二号”全固态电池成功下线	2026-03-10\|62.98\|1.12\|62.71\|63.85\|62.50\|408688;2026-03-11\|67.97\|7.92\|62.76\|69.67\|62.70\|1254314;2026-03-12\|69.09\|1.65\|68.57\|69.18\|67.31\|812262;2026-03-13\|68.22\|-1.26\|68.69\|70.36\|67.96\|710458;2026-03-16\|69.95\|2.54\|68.80\|71.83\|68.00\|834410;2026-03-17\|68.62\|-1.90\|69.70\|71.43\|68.48\|645712;2026-03-18\|67.51\|-1.62\|69.32\|69.40\|66.48\|505592;2026-03-19\|67.06\|-0.67\|67.19\|69.66\|66.72\|569532;2026-03-20\|70.80\|5.58\|68.99\|73.18\|68.20\|1312173;2026-03-23\|71.13\|0.47\|70.00\|73.40\|70.00\|1145581;2026-03-24\|70.10\|-1.45\|71.55\|71.80\|66.50\|897522;2026-03-25\|70.37\|0.39\|71.11\|71.28\|68.61\|678062;2026-03-26\|70.00\|-0.53\|70.84\|72.94\|69.02\|743338;2026-03-27\|72.40\|3.43\|69.79\|72.74\|68.98\|915461;2026-03-30\|69.09\|-4.57\|71.08\|72.18\|67.89\|856250;2026-03-31\|62.23\|-9.93\|67.15\|67.50\|61.88\|1199117;2026-04-01\|62.58\|0.56\|63.37\|63.50\|60.50\|722417;2026-04-02\|62.95\|0.59\|61.58\|64.36\|61.54\|640521;2026-04-03\|60.00\|-4.69\|62.90\|62.95\|59.95\|527291;2026-04-07\|60.68\|1.13\|60.03\|61.28\|59.55\|348463;2026-04-08\|64.25\|5.88\|62.45\|64.43\|62.39\|727451;2026-04-09\|65.11\|1.34\|65.98\|66.95\|64.01\|634661;2026-04-10\|69.08\|6.10\|66.00\|70.75\|65.65\|1069911;2026-04-13\|70.02\|1.36\|68.88\|71.85\|68.74\|855004;2026-04-14\|72.30\|3.26\|70.11\|72.50\|68.90\|831474;2026-04-15\|70.32\|-2.74\|72.50\|72.85\|69.88\|701804;2026-04-16\|70.98\|0.94\|71.00\|72.97\|70.59\|767818;2026-04-17\|69.85\|-1.59\|70.48\|71.46\|69.35\|649309;2026-04-20\|68.96\|-1.27\|69.81\|69.85\|68.50\|606163;2026-04-21\|71.98\|4.38\|69.32\|72.78\|67.92\|1066142;2026-04-22\|71.78\|-0.28\|71.89\|74.50\|71.15\|803365;2026-04-23\|71.87\|0.13\|71.99\|72.90\|70.65\|725226;2026-04-24\|72.81\|1.31\|71.90\|73.72\|70.78\|783847;2026-04-27\|71.43\|-1.90\|73.23\|73.50\|71.25\|681963;2026-04-28\|70.43\|-1.40\|71.06\|71.11\|69.50\|560774;2026-04-29\|74.10\|5.21\|70.20\|74.38\|69.74\|947143;2026-04-30\|72.59\|-2.04\|73.50\|74.37\|72.21\|746907;2026-05-06\|75.54\|4.06\|73.05\|76.18\|73.00\|1079855;2026-05-07\|71.81\|-4.94\|75.55\|75.98\|71.00\|1400095;2026-05-08\|69.90\|-2.66\|71.40\|73.99\|69.88\|1107360;2026-05-11\|70.06\|0.23\|69.80\|71.20\|68.56\|998587;2026-05-12\|68.09\|-2.81\|70.12\|70.15\|67.38\|828540;2026-05-13\|68.50\|0.60\|68.00\|68.83\|67.33\|609976;2026-05-14\|65.30\|-4.35\|68.90\|69.03\|65.28\|772410;2026-05-15\|65.78\|0.74\|65.30\|67.73\|64.51\|755181;2026-05-18\|65.13\|-0.99\|64.74\|65.88\|63.70\|570280;2026-05-19\|65.50\|0.57\|64.90\|65.76\|63.82\|538864;2026-05-20\|66.56\|1.62\|65.00\|67.56\|64.60\|799230;2026-05-21\|63.95\|-3.92\|66.56\|67.27\|63.88\|741945;2026-05-22\|64.38\|0.67\|64.60\|64.84\|63.50\|451875;2026-05-25\|63.21\|-1.82\|64.38\|64.66\|62.50\|557032;2026-05-26\|63.36\|0.24\|63.08\|64.44\|62.62\|485751;2026-05-27\|64.73\|2.16\|63.80\|66.45\|63.80\|867665;2026-05-28\|65.84\|1.71\|65.00\|66.09\|63.09\|701994;2026-05-29\|63.68\|-3.28\|65.80\|66.06\|63.38\|642340;2026-06-01\|64.99\|2.06\|64.50\|66.91\|64.46\|697228;2026-06-02\|65.48\|0.75\|64.80\|65.80\|63.40\|634006;2026-06-03\|62.98\|-3.82\|64.83\|64.83\|62.73\|714939;2026-06-04\|59.66\|-5.27\|62.00\|62.00\|59.51\|795297;2026-06-05\|58.23\|-2.40\|59.42\|60.19\|58.00\|598811;2026-06-08\|54.33\|-6.70\|56.25\|56.98\|53.92\|675927;2026-06-09\|56.86\|4.66\|55.80\|57.12\|55.13\|559750;2026-06-10\|55.36\|-2.64\|56.48\|57.14\|54.80\|378357;2026-06-11\|55.10\|-0.47\|55.36\|56.31\|54.10\|459264;2026-06-12\|57.67\|4.66\|55.51\|58.63\|55.30\|741616;2026-06-15\|58.77\|1.91\|58.45\|58.87\|57.52\|500828;2026-06-16\|66.88\|13.80\|66.66\|67.50\|63.87\|1665408;2026-06-17\|67.54\|0.99\|66.50\|67.78\|65.85\|1362640;2026-06-18\|66.66\|-1.30\|66.63\|68.80\|65.64\|1076571;2026-06-22\|70.23\|5.36\|66.00\|70.44\|64.67\|1495966;2026-06-23\|67.28\|-4.20\|69.99\|69.99\|67.07\|969543;2026-06-24\|67.45\|0.25\|67.00\|68.46\|65.80\|818658;2026-06-25\|66.81\|-0.95\|66.58\|67.37\|65.69\|765398;2026-06-26\|62.21\|-6.89\|67.00\|67.53\|62.10\|926411;2026-06-29\|64.60\|3.84\|62.00\|65.58\|60.52\|903443;2026-06-30\|65.03\|0.67\|64.50\|65.47\|63.63\|609727;2026-07-01\|63.25\|-2.74\|64.60\|64.65\|61.38\|848630;2026-07-02\|61.27\|-3.13\|62.35\|63.78\|61.21\|588939;2026-07-03\|61.16\|-0.18\|62.00\|62.28\|61.02\|446030;2026-07-06\|59.37\|-2.93\|60.60\|61.95\|59.24\|498183;2026-07-07\|58.49\|-1.48\|59.44\|60.59\|58.28\|418586;2026-07-08\|56.08\|-4.12\|58.40\|58.59\|56.00\|469260;2026-07-09\|56.89\|1.44\|56.00\|57.07\|54.10\|545404;2026-07-10\|54.94\|-3.43\|56.47\|56.94\|54.86\|511188;2026-07-13\|51.74\|-5.82\|54.50\|54.87\|51.50\|600693;2026-07-14\|52.26\|1.00\|51.79\|52.42\|50.33\|465815;2026-07-15\|52.28\|0.04\|52.35\|53.82\|52.02\|403277;2026-07-16\|51.61\|-1.28\|52.00\|52.85\|50.81\|342841;2026-07-17\|51.67\|0.12\|51.59\|52.60\|50.80\|558348
102962	电池级碳酸锂价格持续上涨	津巴布韦锂矿禁令+锂矿行业原因：兴业证券指出，下游电芯需求仍维持在较高水平。同时供给端江西锂矿换证扰动不断，供给隐忧仍存，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月26日财闻报道，3月23日晚间津巴布韦禁止锂精矿外运消息升级，供给扰动推动锂矿板块整体走高。 3、据2025年8月23日半年报，公司掌控阿根廷、马里等多处优质锂矿资源，2025年锂资源自给率预计超50%，成本优势显著。	全球最大的金属锂生产商，全球第三大及中国最大的锂化合物生产商；公司固态电池研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节	2026-03-10\|69.02\|1.86\|68.80\|69.65\|68.18\|321960;2026-03-11\|70.17\|1.67\|68.33\|70.79\|68.00\|438644;2026-03-12\|69.50\|-0.95\|69.75\|70.10\|68.31\|302079;2026-03-13\|70.03\|0.76\|70.19\|72.68\|69.70\|537037;2026-03-16\|70.60\|0.81\|69.83\|70.70\|68.00\|402250;2026-03-17\|68.49\|-2.99\|70.60\|71.33\|68.40\|308917;2026-03-18\|66.65\|-2.69\|68.49\|68.77\|65.54\|379439;2026-03-19\|63.44\|-4.82\|65.45\|66.40\|63.13\|442127;2026-03-20\|67.43\|6.29\|64.50\|69.78\|63.26\|879258;2026-03-23\|67.58\|0.22\|66.40\|69.99\|66.33\|717229;2026-03-24\|69.21\|2.41\|68.92\|69.55\|65.58\|602362;2026-03-25\|70.63\|2.05\|70.55\|71.38\|68.61\|633043;2026-03-26\|72.43\|2.55\|70.37\|73.77\|70.01\|766407;2026-03-27\|79.67\|10.00\|71.49\|79.67\|71.49\|1312133;2026-03-30\|80.15\|0.60\|81.00\|81.50\|78.00\|1175709;2026-03-31\|78.38\|-2.21\|79.70\|81.00\|77.75\|809256;2026-04-01\|77.31\|-1.37\|79.10\|79.44\|76.36\|689439;2026-04-02\|79.93\|3.39\|77.30\|81.77\|76.30\|908779;2026-04-03\|79.75\|-0.23\|79.94\|82.19\|78.80\|620371;2026-04-07\|78.96\|-0.99\|80.00\|81.16\|78.20\|486450;2026-04-08\|82.01\|3.86\|77.82\|82.81\|77.51\|811550;2026-04-09\|81.01\|-1.22\|82.30\|83.78\|79.90\|651947;2026-04-10\|83.98\|3.67\|81.74\|86.99\|81.25\|1045334;2026-04-13\|84.38\|0.48\|83.84\|86.30\|83.01\|1010330;2026-04-14\|88.28\|4.62\|84.99\|88.48\|83.61\|915730;2026-04-15\|82.17\|-6.92\|87.50\|87.80\|81.84\|1148561;2026-04-16\|85.60\|4.17\|83.33\|86.70\|82.36\|853823;2026-04-17\|84.06\|-1.80\|85.46\|87.98\|83.25\|920809;2026-04-20\|82.71\|-1.61\|83.59\|84.21\|81.38\|646663;2026-04-21\|83.36\|0.79\|83.80\|85.74\|81.61\|786631;2026-04-22\|82.22\|-1.37\|81.85\|83.41\|81.52\|625380;2026-04-23\|79.88\|-2.85\|82.25\|82.50\|79.00\|633779;2026-04-24\|84.99\|6.40\|79.95\|86.26\|79.87\|970755;2026-04-27\|84.11\|-1.04\|84.00\|86.46\|83.50\|675071;2026-04-28\|82.10\|-2.39\|84.12\|84.61\|81.18\|482094;2026-04-29\|86.90\|5.85\|81.81\|87.15\|80.84\|848991;2026-04-30\|88.68\|2.05\|87.00\|91.19\|86.90\|1075419;2026-05-06\|91.45\|3.12\|90.35\|91.67\|87.50\|903407;2026-05-07\|88.00\|-3.77\|90.75\|90.75\|86.58\|888511;2026-05-08\|84.77\|-3.67\|87.95\|89.95\|84.68\|803053;2026-05-11\|85.18\|0.48\|86.00\|87.65\|84.13\|618656;2026-05-12\|83.65\|-1.80\|85.84\|86.02\|82.88\|525290;2026-05-13\|82.99\|-0.79\|83.66\|84.30\|81.58\|586696;2026-05-14\|79.98\|-3.63\|82.33\|83.31\|79.67\|653995;2026-05-15\|78.06\|-2.40\|79.00\|80.45\|78.00\|557790;2026-05-18\|79.38\|1.69\|78.06\|80.88\|77.50\|495011;2026-05-19\|76.07\|-4.17\|78.40\|78.40\|74.50\|622791;2026-05-20\|77.17\|1.45\|74.69\|78.13\|74.00\|669172;2026-05-21\|75.33\|-2.38\|77.61\|78.95\|75.18\|580290;2026-05-22\|75.90\|0.76\|75.36\|76.45\|74.14\|358370;2026-05-25\|75.10\|-1.05\|76.50\|76.66\|74.62\|404952;2026-05-26\|75.00\|-0.13\|74.51\|75.76\|72.78\|456863;2026-05-27\|73.30\|-2.27\|75.25\|77.00\|73.08\|491851;2026-05-28\|72.80\|-0.68\|73.90\|74.87\|70.50\|520056;2026-05-29\|71.48\|-1.81\|72.81\|74.15\|71.13\|447034;2026-06-01\|69.86\|-2.27\|71.48\|72.77\|69.80\|424394;2026-06-02\|68.98\|-1.26\|70.58\|70.60\|66.96\|495656;2026-06-03\|68.79\|-0.28\|68.34\|69.59\|67.58\|377236;2026-06-04\|66.79\|-2.91\|68.00\|68.27\|66.57\|420439;2026-06-05\|65.65\|-1.71\|66.79\|68.05\|64.68\|561627;2026-06-08\|62.76\|-4.40\|64.49\|66.15\|61.18\|505435;2026-06-09\|67.94\|8.25\|63.73\|68.90\|62.76\|718881;2026-06-10\|67.60\|-0.50\|68.50\|70.55\|66.80\|738385;2026-06-11\|69.94\|3.46\|67.60\|71.87\|67.00\|877108;2026-06-12\|71.16\|1.74\|69.43\|72.50\|69.08\|822480;2026-06-15\|71.32\|0.22\|72.05\|72.90\|69.99\|791511;2026-06-16\|71.45\|0.18\|70.51\|72.48\|69.04\|635312;2026-06-17\|71.32\|-0.18\|71.60\|73.48\|70.79\|585440;2026-06-18\|69.36\|-2.75\|70.50\|71.66\|68.82\|626659;2026-06-22\|72.05\|3.88\|66.50\|72.20\|66.31\|817831;2026-06-23\|68.00\|-5.62\|72.70\|72.76\|67.77\|603030;2026-06-24\|71.62\|5.32\|67.96\|72.30\|66.76\|745469;2026-06-25\|68.36\|-4.55\|71.00\|72.19\|68.04\|662428;2026-06-26\|63.38\|-7.29\|68.30\|68.80\|63.30\|629032;2026-06-29\|64.07\|1.09\|63.00\|64.75\|61.70\|522232;2026-06-30\|65.40\|2.08\|64.08\|67.19\|63.56\|508657;2026-07-01\|65.92\|0.80\|66.00\|66.72\|63.10\|610760;2026-07-02\|63.99\|-2.93\|65.45\|66.19\|63.88\|399261;2026-07-03\|62.97\|-1.59\|64.90\|65.00\|62.91\|404447;2026-07-06\|62.83\|-0.22\|63.19\|65.90\|62.48\|570545;2026-07-07\|61.44\|-2.21\|63.88\|64.17\|61.25\|457968;2026-07-08\|56.17\|-8.58\|60.57\|61.12\|56.03\|694985;2026-07-09\|55.99\|-0.32\|56.00\|56.96\|53.26\|717103;2026-07-10\|53.63\|-4.21\|55.98\|55.98\|53.61\|563887;2026-07-13\|51.13\|-4.66\|53.47\|53.47\|50.35\|506173;2026-07-14\|52.55\|2.78\|51.38\|52.67\|50.20\|410356;2026-07-15\|51.50\|-1.72\|52.99\|53.47\|51.33\|395263;2026-07-16\|49.97\|-2.97\|50.60\|52.49\|49.44\|672465;2026-07-17\|48.48\|-2.98\|50.04\|50.88\|48.33\|502832
102961	电池级碳酸锂价格持续上涨	涨停揭秘：盐湖提锂龙头，一季度净利润同比增长超147%；碳酸锂价格反弹至17万元/吨，广期所主力合约突破16万元/吨；低成本提锂工艺保障高弹性，单位现金成本业内最低；涨停缘由：锂价反弹直接增厚利润、低成本盐湖提锂模式护城河深厚、钾肥业务提供稳定现金流支撑锂业扩张、资源禀赋不可复制；资金逻辑：主力资金聚焦低估值高弹性锂资源标的，该股PB仅1.6倍，显著低于行业均值；量价齐升，换手率连续两日超8%；风险提示：天气因素影响盐湖卤水提锂效率；碳酸锂产能爬坡进度受制于环保审批；钾肥价格下行或削弱综合盈利稳定性	盐湖提锂龙头，一季度净利润同比增长超147%	2026-03-10\|38.53\|0.44\|38.80\|39.05\|37.81\|773933;2026-03-11\|38.21\|-0.83\|38.38\|38.80\|37.90\|609757;2026-03-12\|38.26\|0.13\|38.30\|38.93\|37.85\|662920;2026-03-13\|39.60\|3.50\|39.01\|40.90\|39.01\|1402156;2026-03-16\|37.33\|-5.73\|39.45\|39.70\|36.69\|1385039;2026-03-17\|36.15\|-3.16\|37.34\|37.86\|35.95\|933774;2026-03-18\|35.60\|-1.52\|36.10\|36.20\|35.00\|731339;2026-03-19\|33.75\|-5.20\|35.00\|35.10\|33.50\|1031083;2026-03-20\|34.82\|3.17\|34.04\|35.88\|34.04\|1220177;2026-03-23\|34.58\|-0.69\|34.31\|35.66\|34.02\|1058077;2026-03-24\|36.41\|5.29\|35.48\|36.55\|34.72\|1195962;2026-03-25\|36.77\|0.99\|37.30\|37.37\|35.85\|1072488;2026-03-26\|36.85\|0.22\|36.61\|38.11\|36.17\|1034986;2026-03-27\|39.45\|7.06\|36.33\|39.98\|36.32\|1606159;2026-03-30\|39.06\|-0.99\|39.58\|39.80\|38.58\|1079520;2026-03-31\|37.00\|-5.27\|37.25\|37.85\|36.32\|1485054;2026-04-01\|36.23\|-2.08\|37.15\|37.45\|36.17\|920386;2026-04-02\|36.68\|1.24\|36.10\|37.38\|35.61\|866653;2026-04-03\|36.25\|-1.17\|36.68\|36.80\|35.64\|565343;2026-04-07\|36.43\|0.50\|36.35\|36.74\|35.91\|584464;2026-04-08\|37.25\|2.25\|36.00\|37.42\|35.80\|906400;2026-04-09\|37.40\|0.40\|36.95\|37.68\|36.28\|818007;2026-04-10\|37.41\|0.03\|37.60\|38.30\|37.10\|852502;2026-04-13\|38.56\|3.07\|37.40\|38.58\|36.71\|1075933;2026-04-14\|38.86\|0.78\|38.88\|38.88\|37.60\|1249721;2026-04-15\|37.01\|-4.76\|38.63\|38.80\|37.00\|1014303;2026-04-16\|38.51\|4.05\|37.23\|38.93\|37.22\|1117670;2026-04-17\|37.89\|-1.61\|38.80\|39.88\|37.59\|1017586;2026-04-20\|37.51\|-1.00\|37.90\|37.99\|37.20\|772610;2026-04-21\|37.49\|-0.05\|37.60\|37.95\|36.95\|627106;2026-04-22\|36.73\|-2.03\|37.00\|37.25\|36.41\|922185;2026-04-23\|35.69\|-2.83\|36.70\|36.80\|35.50\|871231;2026-04-24\|37.42\|4.85\|35.48\|37.79\|35.35\|1128305;2026-04-27\|37.67\|0.67\|37.50\|38.05\|37.10\|799945;2026-04-28\|37.02\|-1.73\|37.56\|37.93\|36.80\|626102;2026-04-29\|39.50\|6.70\|36.61\|39.65\|36.48\|1557673;2026-04-30\|39.29\|-0.53\|39.83\|41.60\|38.84\|2410340;2026-05-06\|40.40\|2.83\|40.07\|40.50\|38.61\|1568090;2026-05-07\|38.92\|-3.66\|40.58\|40.79\|38.04\|1784785;2026-05-08\|38.05\|-2.24\|39.00\|39.99\|38.01\|1327274;2026-05-11\|37.54\|-1.34\|38.40\|38.95\|37.30\|1306856;2026-05-12\|37.05\|-1.31\|37.73\|37.75\|36.79\|854714;2026-05-13\|36.69\|-0.97\|37.15\|37.67\|36.47\|1137468;2026-05-14\|34.83\|-5.07\|36.50\|36.50\|34.70\|1600547;2026-05-15\|33.89\|-2.70\|34.75\|34.88\|33.61\|1083616;2026-05-18\|33.35\|-1.59\|33.89\|34.20\|33.13\|916256;2026-05-19\|32.41\|-2.82\|33.23\|33.24\|31.86\|1231541;2026-05-20\|32.86\|1.39\|32.00\|33.30\|31.76\|1081570;2026-05-21\|32.28\|-1.77\|33.10\|33.47\|32.22\|971804;2026-05-22\|32.84\|1.73\|32.26\|32.98\|31.81\|715791;2026-05-25\|31.99\|-2.59\|32.98\|33.00\|31.77\|828817;2026-05-26\|32.53\|1.69\|31.80\|32.63\|31.20\|937396;2026-05-27\|31.38\|-3.54\|32.40\|32.76\|31.23\|715618;2026-05-28\|31.20\|-0.57\|31.66\|32.13\|30.75\|759774;2026-05-29\|30.77\|-1.38\|31.39\|31.78\|30.52\|704084;2026-06-01\|30.38\|-1.27\|30.50\|31.02\|30.33\|560780;2026-06-02\|30.35\|-0.10\|30.49\|30.62\|29.67\|810685;2026-06-03\|30.24\|-0.36\|29.98\|30.60\|29.70\|600818;2026-06-04\|29.35\|-2.94\|30.00\|30.18\|29.20\|856025;2026-06-05\|29.45\|0.34\|29.25\|30.35\|28.98\|857145;2026-06-08\|28.12\|-4.52\|29.00\|29.57\|27.72\|911610;2026-06-09\|29.50\|4.91\|28.51\|29.66\|28.08\|879468;2026-06-10\|29.03\|-1.59\|29.22\|30.10\|28.86\|805783;2026-06-11\|30.41\|4.75\|29.03\|30.90\|28.92\|1470597;2026-06-12\|31.70\|4.24\|30.57\|32.25\|30.27\|1561432;2026-06-15\|32.03\|1.04\|32.10\|32.78\|31.25\|1377834;2026-06-16\|31.15\|-2.75\|31.65\|31.79\|30.80\|1048807;2026-06-17\|30.87\|-0.90\|31.28\|31.55\|30.51\|771274;2026-06-18\|29.75\|-3.63\|30.39\|31.04\|29.60\|1181409;2026-06-22\|30.69\|3.16\|28.50\|30.77\|28.20\|1376859;2026-06-23\|29.09\|-5.21\|30.70\|30.70\|29.00\|851168;2026-06-24\|31.34\|7.73\|29.00\|31.50\|28.90\|1308202;2026-06-25\|30.23\|-3.54\|30.98\|31.45\|29.92\|1047369;2026-06-26\|28.91\|-4.37\|29.97\|30.51\|28.88\|842777;2026-06-29\|29.63\|2.49\|28.69\|30.02\|28.17\|811407;2026-06-30\|30.19\|1.89\|29.76\|30.74\|29.26\|939597;2026-07-01\|30.49\|0.99\|30.32\|30.99\|29.26\|1038182;2026-07-02\|30.18\|-1.02\|30.50\|30.99\|29.74\|912525;2026-07-03\|29.41\|-2.55\|31.01\|31.14\|29.35\|1349678;2026-07-06\|29.25\|-0.54\|29.41\|30.45\|28.70\|994250;2026-07-07\|28.37\|-3.01\|29.33\|29.70\|28.33\|834486;2026-07-08\|26.53\|-6.49\|28.39\|28.56\|26.50\|1194886;2026-07-09\|26.09\|-1.66\|26.73\|27.11\|25.40\|1160816;2026-07-10\|25.40\|-2.64\|26.10\|26.40\|25.37\|972378;2026-07-13\|24.59\|-3.19\|25.35\|25.40\|24.29\|965064;2026-07-14\|25.35\|3.09\|24.81\|25.43\|24.40\|789149;2026-07-15\|25.27\|-0.32\|25.56\|25.78\|25.02\|627479;2026-07-16\|24.68\|-2.33\|24.90\|25.06\|24.51\|688640;2026-07-17\|24.93\|1.01\|24.78\|25.50\|24.73\|1069474
102960	电池级碳酸锂价格持续上涨	电解液龙头+固态电池+比亚迪大单行业原因： 1、据财闻，4月14日，海关总署公布一季度我国锂电池出口额同比增长50.4%；乘联分会披露同期新能源汽车出口95.4万辆、同比激增120%，外需高增强化产业链景气。 2、东方证券表示，中东地缘不确定因素有望进一步提振海外对能源安全的诉求及储能需求，而中资厂商正凭借磷酸铁锂路线的成本优势持续扩大全球市占率。公司原因： 1、据2026年1月26日公告，公司与比亚迪锂电池签署三年期协议，每年以管输方式向湖北项目供应不少于10万吨电解液溶剂，锁定核心客户需求。 2、据2025年6月25日投资者关系活动记录表，公司在固态电池电解质等前沿技术方向已开展系统性研究，部分实验室成果处于实验室阶段，后续产业化需视技术成熟度及市场需求而定。 3、据2024年年度报告，公司是全球锂离子电池电解液溶剂龙头，碳酸酯溶剂及添加剂产品服务特斯拉、宁德时代等头部客户，并依托山东东营、江苏连云港、湖北宜昌三大基地构建供应链体系。	全球拥有EC 30万吨产能，固态电池相关材料已作为公司重要战略布局之一，布局的产品主要涉及氧化物固态电解质，凝胶电解质单体以及固态电解质高纯硫化锂等产品，部分产品已经推进到中试验证阶段	2026-03-10\|58.20\|1.11\|58.00\|60.43\|57.56\|105066;2026-03-11\|62.86\|8.01\|58.31\|64.35\|58.00\|221578;2026-03-12\|62.73\|-0.21\|62.24\|65.50\|61.00\|169703;2026-03-13\|64.48\|2.79\|63.50\|69.73\|62.75\|232998;2026-03-16\|68.90\|6.85\|67.36\|72.05\|65.99\|229396;2026-03-17\|65.39\|-5.09\|67.66\|68.88\|63.72\|186091;2026-03-18\|63.08\|-3.53\|65.00\|65.77\|61.50\|146581;2026-03-19\|59.54\|-5.61\|63.60\|64.00\|59.22\|123398;2026-03-20\|63.76\|7.09\|60.40\|68.66\|60.02\|255337;2026-03-23\|66.03\|3.56\|61.00\|68.85\|61.00\|215611;2026-03-24\|70.75\|7.15\|67.19\|72.86\|66.03\|202982;2026-03-25\|69.01\|-2.46\|70.74\|70.75\|66.58\|218329;2026-03-26\|80.24\|16.27\|69.00\|82.81\|69.00\|327526;2026-03-27\|96.29\|20.00\|80.01\|96.29\|78.09\|307922;2026-03-30\|99.18\|3.00\|98.11\|101.37\|94.36\|303951;2026-03-31\|93.30\|-5.93\|98.00\|98.68\|92.28\|223212;2026-04-01\|91.01\|-2.45\|91.81\|98.00\|88.08\|254015;2026-04-02\|88.68\|-2.56\|89.00\|93.25\|88.00\|197479;2026-04-03\|85.68\|-3.38\|89.17\|90.09\|82.00\|178915;2026-04-07\|85.96\|0.33\|87.64\|88.16\|83.84\|138104;2026-04-08\|81.69\|-4.97\|85.01\|85.94\|81.30\|182236;2026-04-09\|81.42\|-0.33\|82.63\|84.30\|77.39\|198484;2026-04-10\|85.49\|5.00\|81.08\|89.00\|80.41\|299128;2026-04-13\|89.05\|4.16\|85.49\|91.95\|81.80\|329094;2026-04-14\|106.86\|20.00\|88.20\|106.86\|86.60\|332446;2026-04-15\|93.32\|-12.67\|102.00\|103.40\|92.86\|314747;2026-04-16\|92.95\|-0.40\|93.00\|96.52\|90.61\|246777;2026-04-17\|92.60\|-0.38\|90.62\|95.76\|90.04\|187530;2026-04-20\|91.50\|-1.19\|91.01\|93.27\|89.80\|163895;2026-04-21\|97.95\|7.05\|92.00\|99.97\|89.29\|247816;2026-04-22\|98.13\|0.18\|95.00\|100.88\|93.58\|192571;2026-04-23\|83.76\|-14.64\|89.50\|91.66\|83.00\|256725;2026-04-24\|84.35\|0.70\|81.00\|87.54\|79.41\|188591;2026-04-27\|85.89\|1.83\|82.66\|87.53\|82.14\|146780;2026-04-28\|81.00\|-5.69\|84.80\|84.80\|79.99\|143963;2026-04-29\|90.80\|12.10\|80.40\|94.31\|79.81\|269611;2026-04-30\|84.83\|-6.57\|89.56\|91.88\|84.66\|218063;2026-05-06\|91.71\|8.11\|86.51\|92.77\|85.36\|217563;2026-05-07\|88.20\|-3.83\|92.89\|93.59\|87.56\|228484;2026-05-08\|83.42\|-5.42\|88.00\|90.66\|83.14\|204378;2026-05-11\|85.09\|2.00\|83.16\|85.52\|82.60\|156200;2026-05-12\|84.96\|-0.15\|84.73\|85.30\|81.76\|133582;2026-05-13\|83.96\|-1.18\|83.55\|84.68\|82.56\|113599;2026-05-14\|80.81\|-3.75\|83.70\|85.68\|80.81\|103215;2026-05-15\|81.95\|1.41\|80.01\|83.98\|80.01\|104961;2026-05-18\|79.49\|-3.00\|79.90\|81.32\|76.60\|99486;2026-05-19\|75.20\|-5.40\|78.97\|79.40\|74.88\|128770;2026-05-20\|76.89\|2.25\|74.84\|78.96\|73.30\|126493;2026-05-21\|74.05\|-3.69\|76.27\|78.26\|73.61\|103199;2026-05-22\|74.66\|0.82\|74.31\|75.22\|72.28\|78850;2026-05-25\|70.82\|-5.14\|73.56\|74.37\|69.99\|128119;2026-05-26\|71.63\|1.14\|70.11\|73.35\|70.11\|97298;2026-05-27\|70.91\|-1.01\|71.45\|73.10\|70.17\|73919;2026-05-28\|70.02\|-1.26\|70.57\|72.30\|68.25\|80900;2026-05-29\|70.86\|1.20\|70.00\|72.56\|68.61\|102307;2026-06-01\|72.05\|1.68\|71.27\|74.22\|71.00\|109141;2026-06-02\|69.75\|-3.19\|71.20\|71.95\|68.28\|86309;2026-06-03\|69.21\|-0.77\|69.00\|70.32\|68.52\|71640;2026-06-04\|67.00\|-3.19\|68.70\|68.90\|66.78\|83693;2026-06-05\|65.33\|-2.49\|67.00\|67.79\|64.97\|104191;2026-06-08\|62.60\|-4.18\|63.36\|65.99\|61.35\|76735;2026-06-09\|64.40\|2.88\|63.95\|65.30\|61.80\|73077;2026-06-10\|63.07\|-2.07\|63.85\|65.97\|62.35\|65611;2026-06-11\|63.94\|1.38\|62.39\|65.86\|61.60\|93934;2026-06-12\|68.52\|7.16\|63.60\|70.93\|63.15\|174922;2026-06-15\|73.60\|7.41\|69.71\|73.77\|68.20\|201954;2026-06-16\|75.06\|1.98\|75.07\|77.43\|71.28\|198595;2026-06-17\|78.90\|5.12\|75.70\|79.99\|74.10\|212354;2026-06-18\|76.11\|-3.54\|78.50\|82.36\|74.60\|193547;2026-06-22\|80.84\|6.21\|76.88\|81.95\|73.50\|216147;2026-06-23\|83.59\|3.40\|80.78\|87.22\|80.71\|218519;2026-06-24\|85.81\|2.66\|87.85\|91.38\|81.95\|250987;2026-06-25\|89.77\|4.61\|82.92\|90.89\|82.92\|245908;2026-06-26\|78.96\|-12.04\|87.30\|88.30\|78.61\|224810;2026-06-29\|78.66\|-0.38\|77.86\|80.73\|76.60\|142922;2026-06-30\|79.73\|1.36\|77.00\|80.97\|74.43\|142758;2026-07-01\|81.16\|1.79\|80.45\|83.59\|77.15\|163618;2026-07-02\|80.35\|-1.00\|79.81\|83.57\|79.17\|132992;2026-07-03\|75.10\|-6.53\|79.80\|80.50\|75.02\|125508;2026-07-06\|69.81\|-7.04\|75.00\|76.31\|69.63\|124907;2026-07-07\|69.23\|-0.83\|70.74\|74.98\|68.50\|102850;2026-07-08\|64.65\|-6.62\|69.23\|69.59\|64.41\|97839;2026-07-09\|63.76\|-1.38\|64.60\|64.98\|60.80\|100079;2026-07-10\|61.04\|-4.27\|63.68\|64.29\|61.02\|84800;2026-07-13\|56.22\|-7.90\|59.82\|61.17\|55.88\|97892;2026-07-14\|58.02\|3.20\|56.23\|58.17\|55.29\|73092;2026-07-15\|56.21\|-3.12\|57.99\|58.66\|55.80\|58939;2026-07-16\|56.22\|0.02\|55.68\|59.21\|54.77\|124362;2026-07-17\|52.97\|-5.78\|56.61\|57.47\|52.81\|91593
102959	电池级碳酸锂价格持续上涨	涨停揭秘：固态电池上料、输送及搅拌工序核心供应商，已签订数千万元固态电池产线及设备订单；一季度净利润同比增长338.62%；宁德时代单季净利润超两百亿，设备招标节奏加快；涨停缘由：固态电池设备国产替代加速、订单可见度高且执行确定性强、锂电设备行业景气度回升、绑定头部电池厂深度合作；资金逻辑：主力资金提前布局设备端弹性标的，该股近5日获主力净流入超1.2亿元；技术面突破年线，MACD金叉确认趋势转强；风险提示：固态电池量产进度不及预期将延缓设备交付；客户集中度高，单一订单波动影响业绩稳定性；应收账款周转率承压	公司为固态电池上料、输送及搅拌工序的核心供应商行列，并与多家客户签订了数千万元的固态电池产线及设备订单；一季度净利润同比增长338.62%	2026-03-10\|163.48\|1.73\|161.88\|168.98\|161.88\|12684;2026-03-11\|167.26\|2.31\|163.80\|173.53\|162.00\|17482;2026-03-12\|156.53\|-6.42\|165.03\|165.59\|154.00\|14861;2026-03-13\|151.12\|-3.46\|153.96\|158.99\|151.10\|11632;2026-03-16\|152.51\|0.92\|151.12\|153.96\|148.17\|7939;2026-03-17\|146.50\|-3.94\|152.39\|153.95\|146.30\|6171;2026-03-18\|151.59\|3.47\|147.00\|152.68\|146.51\|8970;2026-03-19\|149.11\|-1.64\|149.80\|153.19\|148.00\|6986;2026-03-20\|142.00\|-4.77\|150.18\|152.00\|142.00\|11289;2026-03-23\|132.92\|-6.39\|135.02\|141.99\|132.40\|9933;2026-03-24\|134.44\|1.14\|135.58\|136.80\|130.00\|8808;2026-03-25\|135.10\|0.49\|136.68\|138.83\|134.61\|10186;2026-03-26\|129.69\|-4.00\|134.93\|135.00\|128.60\|17027;2026-03-27\|138.78\|7.01\|127.79\|141.90\|127.08\|20913;2026-03-30\|139.50\|0.52\|136.86\|142.81\|132.20\|15083;2026-03-31\|135.01\|-3.22\|139.50\|141.00\|135.00\|11934;2026-04-01\|138.51\|2.59\|138.00\|143.69\|137.30\|9426;2026-04-02\|133.08\|-3.92\|137.64\|138.50\|131.40\|8577;2026-04-03\|130.38\|-2.03\|133.08\|135.29\|130.28\|4888;2026-04-07\|132.20\|1.40\|131.95\|134.80\|130.78\|5247;2026-04-08\|140.78\|6.49\|136.00\|142.00\|135.52\|12244;2026-04-09\|132.48\|-5.90\|138.98\|140.00\|131.38\|14929;2026-04-10\|140.20\|5.83\|132.39\|142.30\|132.00\|26509;2026-04-13\|137.91\|-1.63\|140.00\|142.20\|136.20\|15259;2026-04-14\|145.30\|5.36\|138.90\|146.00\|132.31\|23811;2026-04-15\|139.97\|-3.67\|142.00\|144.88\|139.17\|17142;2026-04-16\|145.68\|4.08\|140.00\|146.88\|139.99\|23500;2026-04-17\|165.00\|13.26\|145.43\|169.00\|143.20\|44396;2026-04-20\|166.50\|0.91\|162.99\|169.80\|161.90\|30028;2026-04-21\|169.57\|1.84\|165.10\|175.61\|161.08\|33525;2026-04-22\|164.90\|-2.75\|164.55\|167.50\|163.50\|23076;2026-04-23\|155.73\|-5.56\|164.00\|164.00\|154.93\|23136;2026-04-24\|155.83\|0.06\|155.73\|157.99\|151.87\|16831;2026-04-27\|157.00\|0.75\|152.00\|159.31\|147.40\|21521;2026-04-28\|154.00\|-1.91\|155.87\|157.79\|153.06\|12625;2026-04-29\|173.50\|12.66\|160.00\|178.00\|158.10\|39399;2026-04-30\|182.26\|5.05\|177.00\|182.30\|171.88\|35958;2026-05-06\|186.55\|2.35\|178.10\|190.56\|175.50\|29330;2026-05-07\|183.50\|-1.64\|183.00\|187.49\|181.69\|21718;2026-05-08\|180.44\|-1.67\|182.89\|189.99\|179.00\|18147;2026-05-11\|182.99\|1.41\|182.35\|185.54\|179.81\|21620;2026-05-12\|184.79\|0.98\|183.00\|188.50\|181.27\|19252;2026-05-13\|180.50\|-2.32\|182.00\|182.00\|176.00\|16118;2026-05-14\|174.14\|-3.52\|180.50\|180.50\|173.51\|13808;2026-05-15\|172.45\|-0.97\|175.77\|176.61\|170.94\|15802;2026-05-18\|172.35\|-0.06\|172.01\|179.20\|169.50\|15543;2026-05-19\|168.10\|-2.47\|171.31\|173.89\|165.09\|17751;2026-05-20\|169.00\|0.54\|166.56\|173.98\|162.53\|26643;2026-05-21\|153.04\|-9.44\|172.00\|173.62\|153.00\|29915;2026-05-22\|165.33\|8.03\|154.01\|168.30\|154.01\|28180;2026-05-25\|160.57\|-2.88\|166.00\|166.50\|157.70\|18774;2026-05-26\|157.83\|-1.71\|163.00\|165.98\|156.88\|18685;2026-05-27\|154.09\|-2.37\|160.80\|163.50\|152.04\|18209;2026-05-28\|155.66\|1.02\|155.47\|156.78\|151.07\|13188;2026-05-29\|145.32\|-6.64\|159.00\|159.83\|144.09\|19931;2026-06-01\|141.95\|-2.32\|145.63\|155.32\|140.50\|19094;2026-06-02\|140.03\|-1.35\|141.00\|143.50\|136.00\|16920;2026-06-03\|95.22\|-0.98\|96.16\|98.68\|93.50\|26826;2026-06-04\|95.49\|0.28\|94.58\|96.26\|93.61\|23798;2026-06-05\|95.20\|-0.30\|96.00\|97.77\|91.76\|22370;2026-06-08\|88.04\|-7.52\|90.50\|94.96\|86.70\|22835;2026-06-09\|90.93\|3.28\|88.81\|91.30\|87.30\|18944;2026-06-10\|87.53\|-3.74\|90.24\|90.99\|86.00\|17845;2026-06-11\|86.70\|-0.95\|86.00\|88.10\|85.54\|14552;2026-06-12\|89.99\|3.79\|87.55\|90.85\|86.84\|23286;2026-06-15\|94.85\|5.40\|89.99\|96.96\|89.00\|33819;2026-06-16\|102.84\|8.42\|96.60\|106.66\|96.01\|43042;2026-06-17\|106.97\|4.02\|102.21\|110.96\|101.20\|46876;2026-06-18\|107.40\|0.40\|106.80\|108.62\|104.38\|37790;2026-06-22\|110.41\|2.80\|106.64\|111.00\|102.88\|38599;2026-06-23\|107.02\|-3.07\|107.80\|110.40\|106.00\|23126;2026-06-24\|107.87\|0.79\|106.71\|108.60\|105.17\|20060;2026-06-25\|106.20\|-1.55\|107.76\|109.88\|105.01\|22449;2026-06-26\|100.53\|-5.34\|105.48\|106.20\|99.30\|27595;2026-06-29\|95.80\|-4.71\|101.05\|101.13\|93.59\|24000;2026-06-30\|101.32\|5.76\|95.86\|101.50\|95.75\|23701;2026-07-01\|95.39\|-5.85\|101.32\|101.67\|94.86\|23637;2026-07-02\|91.71\|-3.86\|96.03\|96.74\|90.70\|21158;2026-07-03\|90.71\|-1.09\|90.48\|92.66\|90.08\|17117;2026-07-06\|86.84\|-4.27\|90.88\|91.94\|86.45\|20044;2026-07-07\|82.50\|-5.00\|86.19\|88.59\|81.81\|22865;2026-07-08\|79.01\|-4.23\|82.94\|84.97\|78.01\|25335;2026-07-09\|79.16\|0.19\|79.36\|79.89\|75.01\|20946;2026-07-10\|77.49\|-2.11\|78.28\|80.42\|77.49\|17871;2026-07-13\|70.36\|-9.20\|76.10\|77.97\|70.29\|25910;2026-07-14\|73.16\|3.98\|70.26\|73.20\|68.73\|22952;2026-07-15\|71.33\|-2.50\|73.49\|74.80\|70.82\|17901;2026-07-16\|69.74\|-2.23\|71.60\|72.28\|69.13\|17648;2026-07-17\|64.10\|-8.09\|69.45\|69.99\|63.37\|25698
102958	电池级碳酸锂价格持续上涨	涨停揭秘：公司2026年一季度净利润4.01亿元同比扭亏，营收同比增长136.16%，磷酸铁锂出货放量叠加碳酸锂价格持续上涨，带动盈利显著修复；涨停缘由：一季报业绩超预期扭亏；磷酸铁锂产品结构优化及高压实密度新品放量；电池级碳酸锂价格升至17万元/吨，产业链利润向上游正极材料传导；资金逻辑：融资余额单日激增8335万元达8.05亿元，两融余额超历史90%分位，杠杆资金加速建仓；华泰柏瑞中证2000ETF重仓持有，机构关注度提升；风险提示：经营活动现金流净额为-11亿元，同比恶化；市盈率TTM达198倍，估值处于高位；短期借款大幅增加致流动比率仅0.89，偿债压力显现	公司在高镍三元、富锂锰基等高能量密度正极材料方面已有研发布局，以匹配固态电池对高电压窗口和长循环寿命的要求	2026-03-10\|97.76\|1.01\|97.82\|102.99\|97.12\|49032;2026-03-11\|101.90\|4.23\|97.71\|106.99\|97.25\|73583;2026-03-12\|111.00\|8.93\|102.41\|112.00\|99.80\|88051;2026-03-13\|112.60\|1.44\|111.00\|116.89\|108.88\|75462;2026-03-16\|115.95\|2.98\|110.99\|119.94\|110.56\|65208;2026-03-17\|105.95\|-8.62\|112.00\|116.19\|105.95\|77306;2026-03-18\|109.60\|3.44\|106.26\|109.96\|104.25\|54857;2026-03-19\|111.69\|1.91\|108.00\|118.51\|108.00\|69082;2026-03-20\|119.80\|7.26\|112.80\|127.14\|112.33\|106063;2026-03-23\|114.08\|-4.77\|121.00\|124.69\|113.00\|83862;2026-03-24\|112.66\|-1.24\|116.98\|119.00\|105.00\|77059;2026-03-25\|117.07\|3.91\|111.99\|120.00\|110.08\|71712;2026-03-26\|119.90\|2.42\|116.16\|121.82\|112.70\|98600;2026-03-27\|117.95\|-1.63\|117.63\|121.30\|113.00\|88136;2026-03-30\|113.15\|-4.07\|117.93\|118.99\|107.60\|98731;2026-03-31\|107.61\|-4.90\|112.99\|114.56\|107.48\|74672;2026-04-01\|106.24\|-1.27\|108.62\|112.80\|105.33\|83093;2026-04-02\|105.26\|-0.92\|105.49\|110.80\|103.60\|52185;2026-04-03\|105.97\|0.67\|106.47\|107.36\|101.34\|51997;2026-04-07\|106.86\|0.84\|106.22\|109.88\|104.60\|41239;2026-04-08\|108.65\|1.68\|109.89\|109.89\|105.10\|49653;2026-04-09\|113.72\|4.67\|110.90\|115.65\|107.09\|54457;2026-04-10\|124.51\|9.49\|114.70\|125.79\|112.89\|86414;2026-04-13\|126.60\|1.68\|125.43\|129.97\|121.00\|64593;2026-04-14\|131.98\|4.25\|129.00\|132.55\|125.01\|59851;2026-04-15\|128.03\|-2.99\|129.00\|131.60\|126.41\|52104;2026-04-16\|130.80\|2.16\|129.00\|131.45\|126.75\|58624;2026-04-17\|136.76\|4.56\|130.80\|139.79\|130.18\|59056;2026-04-20\|135.99\|-0.56\|137.00\|141.00\|133.88\|41291;2026-04-21\|138.63\|1.94\|136.22\|140.58\|133.56\|32812;2026-04-22\|139.49\|0.62\|135.80\|140.60\|135.80\|44542;2026-04-23\|142.16\|1.91\|139.66\|146.88\|134.67\|55659;2026-04-24\|144.20\|1.44\|143.11\|146.25\|140.96\|52596;2026-04-27\|145.24\|0.72\|144.19\|147.50\|139.01\|37580;2026-04-28\|144.40\|-0.58\|148.75\|148.76\|142.69\|51926;2026-04-29\|163.00\|12.88\|143.79\|163.86\|143.31\|79209;2026-04-30\|154.77\|-5.05\|170.14\|180.00\|153.59\|182146;2026-05-06\|160.18\|3.50\|154.77\|162.14\|148.40\|122734;2026-05-07\|152.49\|-4.80\|157.80\|159.87\|148.11\|93033;2026-05-08\|145.86\|-4.35\|153.88\|159.50\|145.00\|83586;2026-05-11\|151.31\|3.74\|146.45\|153.68\|146.45\|78182;2026-05-12\|158.77\|4.93\|152.00\|162.48\|151.31\|86484;2026-05-13\|155.00\|-2.37\|159.39\|164.72\|153.52\|79631;2026-05-14\|147.53\|-4.82\|153.00\|156.00\|147.40\|65005;2026-05-15\|148.21\|0.46\|145.86\|154.30\|145.33\|57862;2026-05-18\|144.42\|-2.56\|146.25\|148.99\|143.00\|50179;2026-05-19\|143.00\|-0.98\|143.00\|145.00\|139.40\|42412;2026-05-20\|146.67\|2.57\|141.08\|148.65\|140.83\|47804;2026-05-21\|142.88\|-2.58\|147.84\|151.58\|141.51\|56812;2026-05-22\|145.20\|1.62\|142.91\|145.81\|140.00\|38964;2026-05-25\|141.50\|-2.55\|144.82\|146.09\|138.40\|47369;2026-05-26\|139.18\|-1.64\|140.82\|142.66\|137.00\|36793;2026-05-27\|137.77\|-1.01\|139.00\|142.88\|135.00\|32290;2026-05-28\|133.30\|-3.24\|137.77\|139.09\|133.00\|54630;2026-05-29\|133.80\|0.38\|133.00\|138.30\|130.75\|50338;2026-06-01\|135.98\|1.63\|133.00\|140.31\|132.46\|43897;2026-06-02\|134.18\|-1.32\|135.12\|137.82\|129.01\|34715;2026-06-03\|133.43\|-0.56\|133.34\|135.75\|131.03\|26089;2026-06-04\|128.03\|-4.05\|132.98\|133.08\|126.66\|44052;2026-06-05\|123.50\|-3.54\|128.74\|129.65\|122.30\|42910;2026-06-08\|116.90\|-5.34\|121.16\|122.99\|115.18\|45088;2026-06-09\|121.70\|4.11\|119.24\|123.37\|116.00\|33644;2026-06-10\|123.00\|1.07\|121.70\|125.50\|119.01\|29511;2026-06-11\|121.64\|-1.11\|123.00\|125.88\|119.66\|32259;2026-06-12\|125.26\|2.98\|122.40\|128.48\|121.69\|45272;2026-06-15\|130.11\|3.87\|127.00\|130.58\|124.08\|48590;2026-06-16\|132.78\|2.05\|131.00\|135.60\|129.06\|49850;2026-06-17\|136.14\|2.53\|134.00\|139.54\|131.00\|41775;2026-06-18\|136.05\|-0.07\|136.26\|140.28\|134.00\|43301;2026-06-22\|144.29\|6.06\|136.00\|144.38\|131.60\|85146;2026-06-23\|141.04\|-2.25\|141.52\|147.38\|140.56\|65150;2026-06-24\|140.02\|-0.72\|142.47\|142.50\|134.28\|45431;2026-06-25\|135.63\|-3.14\|138.91\|140.08\|134.02\|41904;2026-06-26\|123.65\|-8.83\|134.83\|135.89\|123.49\|47770;2026-06-29\|122.29\|-1.10\|123.00\|124.53\|118.66\|48708;2026-06-30\|127.55\|4.30\|122.00\|128.70\|120.70\|34037;2026-07-01\|127.23\|-0.25\|127.27\|129.19\|120.21\|44297;2026-07-02\|124.31\|-2.30\|125.30\|129.78\|123.01\|31554;2026-07-03\|120.05\|-3.43\|124.50\|125.99\|120.01\|26912;2026-07-06\|115.91\|-3.45\|119.01\|123.98\|115.56\|29658;2026-07-07\|117.20\|1.11\|116.00\|120.50\|115.00\|27616;2026-07-08\|106.51\|-9.12\|117.01\|118.40\|106.03\|46711;2026-07-09\|103.00\|-3.30\|107.70\|108.35\|99.36\|80821;2026-07-10\|97.39\|-5.45\|103.00\|104.92\|97.08\|47479;2026-07-13\|90.18\|-7.40\|97.00\|98.08\|89.20\|65309;2026-07-14\|91.27\|1.21\|89.71\|92.00\|87.30\|41124;2026-07-15\|88.83\|-2.67\|91.78\|93.11\|88.33\|35113;2026-07-16\|83.44\|-6.07\|87.98\|88.76\|82.93\|52963;2026-07-17\|77.20\|-7.48\|83.01\|83.94\|76.80\|73341
102957	电池级碳酸锂价格持续上涨	涨停揭秘：2026年一季度净利润同比大增超13倍，磷酸铁锂出货量增长64.33%，叠加碳酸锂价格突破17万元/吨，正极材料加工费触底回升；涨停缘由：一季报业绩高增长验证行业景气反转；磷酸锰铁锂与三元材料同步放量适配固态电池需求；宜春四矿5月或停产换证强化资源端紧平衡预期；资金逻辑：融资买入连续两日增速超50%，主力资金借年报季集中布局锂电中游；北向资金通过香港中央结算有限公司新进前十大流通股东；风险提示：扣非净利润增速低于营收增速，显示成本压力仍存；存货同比增67.15%，存在减值风险；市净率3.54倍高于行业均值	公司磷酸铁锂、磷酸锰铁锂和三元产品可用于固态电池正极材料；一季度净利润同比增长超13倍	2026-03-10\|67.20\|-0.37\|67.64\|69.50\|66.66\|242935;2026-03-11\|71.70\|6.70\|67.20\|73.65\|66.52\|416194;2026-03-12\|76.85\|7.18\|71.60\|77.17\|70.83\|438661;2026-03-13\|79.43\|3.36\|76.79\|82.46\|75.50\|402089;2026-03-16\|80.18\|0.94\|80.43\|83.50\|78.58\|338758;2026-03-17\|78.24\|-2.42\|79.99\|81.87\|78.09\|221195;2026-03-18\|77.07\|-1.50\|79.59\|79.59\|75.63\|244012;2026-03-19\|73.52\|-4.61\|76.00\|78.15\|72.28\|257149;2026-03-20\|78.69\|7.03\|73.80\|82.20\|72.80\|362468;2026-03-23\|77.55\|-1.45\|77.52\|80.92\|76.28\|293628;2026-03-24\|77.15\|-0.52\|77.54\|78.80\|73.72\|233653;2026-03-25\|77.27\|0.16\|77.00\|78.21\|75.10\|217559;2026-03-26\|78.11\|1.09\|76.96\|81.20\|75.30\|286635;2026-03-27\|79.80\|2.16\|77.07\|80.93\|75.88\|320670;2026-03-30\|80.13\|0.41\|80.00\|82.00\|77.14\|283944;2026-03-31\|75.58\|-5.68\|78.78\|79.41\|75.43\|254694;2026-04-01\|72.42\|-4.18\|75.98\|76.69\|71.97\|287800;2026-04-02\|70.82\|-2.21\|72.41\|73.65\|70.08\|193948;2026-04-03\|68.58\|-3.16\|70.82\|71.24\|68.02\|174174;2026-04-07\|69.06\|0.70\|69.25\|70.80\|68.10\|124928;2026-04-08\|71.40\|3.39\|70.50\|71.71\|69.07\|176143;2026-04-09\|72.10\|0.98\|71.40\|73.50\|70.13\|172315;2026-04-10\|76.51\|6.12\|72.30\|77.78\|72.01\|278350;2026-04-13\|76.89\|0.50\|76.00\|77.99\|75.38\|218690;2026-04-14\|84.15\|9.44\|77.30\|84.28\|76.02\|339718;2026-04-15\|80.87\|-3.90\|83.47\|83.60\|79.96\|259445;2026-04-16\|85.22\|5.38\|82.00\|85.87\|80.23\|337228;2026-04-17\|83.38\|-2.16\|85.20\|86.74\|82.41\|258205;2026-04-20\|83.13\|-0.30\|82.05\|83.25\|80.68\|195773;2026-04-21\|85.50\|2.85\|83.13\|85.95\|81.67\|228034;2026-04-22\|84.79\|-0.83\|82.90\|85.98\|82.20\|254642;2026-04-23\|86.28\|1.76\|84.73\|88.25\|81.70\|315986;2026-04-24\|87.30\|1.18\|86.33\|88.61\|84.86\|264013;2026-04-27\|89.87\|2.94\|87.76\|90.28\|86.75\|291705;2026-04-28\|92.66\|3.10\|95.08\|99.00\|91.18\|616366;2026-04-29\|107.00\|15.48\|92.66\|108.99\|91.30\|629498;2026-04-30\|102.24\|-4.45\|105.00\|107.83\|101.77\|493913;2026-05-06\|109.90\|7.49\|103.72\|110.00\|100.12\|502324;2026-05-07\|106.02\|-3.53\|107.03\|109.00\|103.00\|447171;2026-05-08\|97.25\|-8.27\|103.82\|107.15\|97.00\|524160;2026-05-11\|98.35\|1.13\|97.30\|100.80\|95.50\|359556;2026-05-12\|100.66\|2.35\|99.67\|100.96\|95.00\|366363;2026-05-13\|98.16\|-2.48\|99.80\|100.44\|96.70\|324583;2026-05-14\|94.35\|-3.88\|98.16\|100.43\|94.17\|322875;2026-05-15\|95.48\|1.20\|94.39\|97.88\|93.39\|330259;2026-05-18\|93.18\|-2.41\|93.28\|95.49\|91.00\|272735;2026-05-19\|90.84\|-2.51\|92.80\|93.35\|88.78\|263543;2026-05-20\|94.79\|4.35\|90.35\|96.32\|89.50\|326802;2026-05-21\|91.42\|-3.56\|94.80\|96.98\|91.30\|294944;2026-05-22\|91.18\|-0.26\|91.10\|92.45\|89.53\|241704;2026-05-25\|87.80\|-3.71\|90.90\|91.18\|84.70\|350258;2026-05-26\|87.46\|-0.39\|87.43\|88.92\|85.51\|212534;2026-05-27\|87.79\|0.38\|88.25\|90.99\|86.83\|235870;2026-05-28\|87.05\|-0.43\|88.51\|90.80\|85.70\|186841;2026-05-29\|88.41\|1.56\|87.05\|90.25\|84.36\|308299;2026-06-01\|85.07\|-3.78\|87.00\|88.84\|84.96\|242083;2026-06-02\|83.98\|-1.28\|86.00\|86.07\|81.56\|215083;2026-06-03\|82.72\|-1.50\|83.01\|83.85\|81.60\|168142;2026-06-04\|74.35\|-10.12\|74.45\|76.49\|74.00\|415824;2026-06-05\|72.32\|-2.73\|74.35\|75.09\|71.11\|293148;2026-06-08\|68.65\|-5.07\|71.55\|72.94\|67.37\|236892;2026-06-09\|69.64\|1.44\|69.30\|70.28\|66.87\|215012;2026-06-10\|68.05\|-2.28\|69.30\|70.98\|67.31\|154743;2026-06-11\|68.87\|1.21\|68.28\|71.41\|66.86\|226161;2026-06-12\|72.66\|5.50\|70.17\|73.64\|68.60\|315805;2026-06-15\|72.64\|-0.03\|73.15\|74.36\|70.71\|276729;2026-06-16\|75.10\|3.39\|74.10\|77.17\|73.02\|334985;2026-06-17\|75.65\|0.73\|75.99\|76.20\|74.30\|210200;2026-06-18\|76.08\|0.57\|74.65\|77.95\|74.18\|242710;2026-06-22\|85.86\|12.85\|78.60\|86.66\|76.50\|427989;2026-06-23\|83.92\|-2.26\|85.86\|88.00\|83.68\|386990;2026-06-24\|84.85\|1.11\|83.00\|85.48\|79.12\|362660;2026-06-25\|82.30\|-3.01\|83.53\|84.70\|81.10\|284883;2026-06-26\|75.80\|-7.90\|82.00\|83.58\|75.68\|318698;2026-06-29\|74.99\|-1.07\|74.54\|76.08\|71.80\|290480;2026-06-30\|75.87\|1.17\|74.66\|76.80\|73.10\|246896;2026-07-01\|76.80\|1.23\|75.11\|78.87\|72.00\|314421;2026-07-02\|75.41\|-1.81\|76.00\|78.98\|75.12\|251532;2026-07-03\|73.39\|-2.68\|76.18\|76.80\|73.31\|180442;2026-07-06\|73.38\|-0.01\|73.00\|76.30\|71.74\|173356;2026-07-07\|72.00\|-1.88\|74.47\|74.88\|71.49\|150898;2026-07-08\|67.55\|-6.18\|71.64\|72.29\|67.50\|201705;2026-07-09\|65.80\|-2.59\|67.49\|67.79\|63.00\|269556;2026-07-10\|63.15\|-4.03\|65.60\|66.59\|63.15\|206850;2026-07-13\|61.54\|-2.55\|62.79\|63.76\|60.88\|172542;2026-07-14\|61.98\|0.71\|61.50\|61.98\|59.72\|152820;2026-07-15\|63.37\|2.24\|62.20\|65.05\|60.50\|236516;2026-07-16\|61.24\|-3.36\|63.00\|63.80\|60.31\|200267;2026-07-17\|59.47\|-2.89\|61.08\|62.44\|58.80\|201235
102956	电池级碳酸锂价格持续上涨	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-10\|47.77\|4.85\|46.17\|48.43\|46.09\|258918;2026-03-11\|51.21\|7.20\|47.58\|51.85\|47.04\|468342;2026-03-12\|51.36\|0.29\|51.70\|52.68\|50.56\|260480;2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747
102955	电池级碳酸锂价格持续上涨	锂矿放量+铁矿龙头+固态电池材料行业原因： 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27日投资者关系活动记录表，湖南鸡脚山锂矿已获全国首张新法实施后采矿证，四川加达锂矿生态修复方案通过评审进入采矿证办理阶段，两大锂矿合计备案碳酸锂资源量超472万吨，规划产能13万吨/年，2026年下半年起陆续投产，形成“铁矿现金流+锂矿高成长”双轮驱动格局。 2、据2025年6月19日公告，公司拟投资10亿元建设年产3000吨金属锂电池新材料项目，二期1000吨产线计划2026年4月开工，2027年底投产，产品为固态电池关键原料。 3、据2025年年度报告，公司铁矿石备案资源量6.9亿吨，采选核定产能1480万吨/年，铁精粉毛利率长期保持行业领先，稳居独立铁矿采选龙头，提供稳定现金流。	全资孙公司取得湖南鸡脚山锂矿采矿许可证，锂矿资源量达4.9亿吨，折合碳酸锂当量约324.43万吨；通过自然资源部评审的露天开采规模为2000万吨/年，根据行业经验及公司试验，每年2000万吨原矿开采可生产8万吨碳酸锂；规模优势突出。	2026-03-10\|37.42\|-1.21\|38.50\|38.88\|36.72\|271188;2026-03-11\|38.00\|1.55\|37.11\|39.20\|36.86\|386085;2026-03-12\|37.79\|-0.55\|37.89\|38.49\|37.00\|210954;2026-03-13\|39.50\|4.53\|38.42\|41.50\|38.21\|357503;2026-03-16\|38.95\|-1.39\|39.30\|40.07\|37.59\|290619;2026-03-17\|37.78\|-3.00\|39.43\|40.80\|37.70\|200346;2026-03-18\|35.49\|-6.06\|37.74\|38.14\|35.10\|327929;2026-03-19\|33.00\|-7.02\|35.40\|35.45\|32.62\|291273;2026-03-20\|34.76\|5.33\|33.12\|36.18\|33.12\|413837;2026-03-23\|36.60\|5.29\|34.20\|38.14\|34.10\|430117;2026-03-24\|40.26\|10.00\|37.17\|40.26\|36.02\|664825;2026-03-25\|40.85\|1.47\|40.45\|41.47\|40.02\|422091;2026-03-26\|40.80\|-0.12\|40.44\|43.13\|40.04\|388802;2026-03-27\|42.86\|5.05\|40.60\|44.80\|40.40\|482506;2026-03-30\|42.04\|-1.91\|43.01\|43.20\|41.00\|353708;2026-03-31\|39.93\|-5.02\|41.78\|41.80\|39.70\|354114;2026-04-01\|39.58\|-0.88\|40.73\|40.88\|39.17\|202923;2026-04-02\|40.71\|2.85\|39.57\|41.38\|38.86\|294372;2026-04-03\|39.79\|-2.26\|40.55\|41.06\|39.00\|193845;2026-04-07\|38.30\|-3.74\|40.12\|40.56\|37.85\|189678;2026-04-08\|38.35\|0.13\|38.08\|38.52\|36.75\|314038;2026-04-09\|38.19\|-0.42\|38.20\|39.72\|37.37\|273421;2026-04-10\|38.79\|1.57\|39.11\|40.87\|38.33\|351194;2026-04-13\|42.67\|10.00\|38.00\|42.67\|37.99\|407540;2026-04-14\|43.98\|3.07\|43.20\|44.10\|41.91\|320037;2026-04-15\|42.17\|-4.12\|44.00\|44.01\|41.25\|273280;2026-04-16\|46.39\|10.01\|43.01\|46.39\|42.69\|193176;2026-04-17\|46.52\|0.28\|48.66\|49.38\|45.60\|428774;2026-04-20\|45.66\|-1.85\|46.52\|46.72\|44.90\|276965;2026-04-21\|45.02\|-1.40\|46.27\|46.34\|44.32\|212659;2026-04-22\|45.20\|0.40\|44.54\|47.25\|44.37\|276864;2026-04-23\|44.77\|-0.95\|45.30\|45.99\|42.84\|262083;2026-04-24\|47.41\|5.90\|43.64\|48.40\|43.28\|328367;2026-04-27\|47.27\|-0.30\|48.00\|49.05\|45.60\|334405;2026-04-28\|46.64\|-1.33\|47.82\|48.00\|46.24\|191199;2026-04-29\|51.30\|9.99\|46.67\|51.30\|46.35\|320637;2026-04-30\|52.31\|1.97\|52.00\|54.65\|51.08\|460655;2026-05-06\|53.30\|1.89\|52.40\|53.50\|51.15\|346294;2026-05-07\|50.09\|-6.02\|52.71\|52.71\|48.00\|512857;2026-05-08\|47.20\|-5.77\|50.15\|50.98\|46.85\|400883;2026-05-11\|46.40\|-1.69\|47.16\|48.40\|45.29\|456507;2026-05-12\|45.70\|-1.51\|47.18\|47.60\|45.30\|327447;2026-05-13\|44.30\|-3.06\|46.13\|46.80\|43.68\|398078;2026-05-14\|43.19\|-2.51\|44.00\|44.60\|42.90\|258526;2026-05-15\|42.37\|-1.90\|43.02\|44.45\|42.15\|290273;2026-05-18\|41.21\|-2.74\|41.93\|42.75\|40.66\|326179;2026-05-19\|40.08\|-2.74\|41.00\|41.11\|39.20\|333170;2026-05-20\|41.96\|4.69\|40.20\|42.88\|39.23\|509392;2026-05-21\|41.36\|-1.43\|41.96\|43.14\|41.15\|317385;2026-05-22\|39.98\|-3.34\|41.30\|41.52\|38.17\|433128;2026-05-25\|38.57\|-3.53\|39.90\|40.38\|38.37\|284806;2026-05-26\|40.08\|3.92\|38.48\|40.38\|38.18\|308732;2026-05-27\|38.51\|-3.92\|40.38\|41.58\|38.00\|262413;2026-05-28\|38.55\|0.10\|38.88\|39.83\|38.16\|230482;2026-05-29\|39.00\|1.17\|39.08\|39.44\|37.72\|306338;2026-06-01\|37.66\|-3.44\|39.00\|39.13\|37.38\|238876;2026-06-02\|37.46\|-0.53\|37.66\|37.83\|36.01\|216480;2026-06-03\|37.44\|-0.05\|37.07\|38.98\|37.07\|212315;2026-06-04\|36.98\|-1.23\|37.37\|37.86\|36.34\|215489;2026-06-05\|37.73\|2.03\|36.80\|39.10\|36.25\|301206;2026-06-08\|36.96\|-2.04\|37.05\|38.20\|35.92\|230428;2026-06-09\|40.03\|8.31\|37.32\|40.65\|36.51\|349650;2026-06-10\|39.30\|-1.82\|39.60\|41.33\|38.57\|260813;2026-06-11\|41.09\|4.55\|39.60\|42.32\|38.80\|391752;2026-06-12\|43.11\|4.92\|41.00\|43.30\|40.60\|433646;2026-06-15\|41.03\|-4.82\|42.50\|43.78\|40.00\|437492;2026-06-16\|37.33\|-9.02\|39.81\|39.98\|37.00\|380362;2026-06-17\|34.36\|-7.96\|37.33\|37.60\|33.80\|492819;2026-06-18\|32.46\|-5.53\|33.86\|34.49\|32.30\|533660;2026-06-22\|32.85\|1.20\|31.62\|32.98\|31.19\|402273;2026-06-23\|30.49\|-7.18\|32.30\|32.51\|30.38\|372185;2026-06-24\|33.05\|8.40\|30.58\|33.51\|30.06\|418289;2026-06-25\|31.80\|-3.78\|32.55\|34.36\|31.56\|319735;2026-06-26\|29.77\|-6.38\|31.80\|32.17\|29.70\|334231;2026-06-29\|30.13\|1.21\|29.77\|30.58\|29.10\|275327;2026-06-30\|29.95\|0.07\|30.20\|32.30\|29.10\|334138;2026-07-01\|31.86\|6.38\|30.60\|32.50\|29.52\|423624;2026-07-02\|32.11\|0.78\|31.91\|32.83\|31.10\|347697;2026-07-03\|31.56\|-1.71\|33.67\|33.95\|31.40\|343457;2026-07-06\|30.50\|-3.36\|31.56\|32.88\|30.44\|266035;2026-07-07\|30.09\|-1.34\|30.45\|31.09\|29.82\|184164;2026-07-08\|30.23\|0.47\|30.04\|31.58\|29.16\|339528;2026-07-09\|30.12\|-0.36\|29.80\|30.80\|28.71\|345158;2026-07-10\|28.90\|-4.05\|30.20\|30.20\|27.75\|340976;2026-07-13\|28.01\|-3.08\|28.80\|28.99\|27.77\|237897;2026-07-14\|28.43\|1.50\|28.05\|28.55\|27.80\|200355;2026-07-15\|27.56\|-3.06\|28.49\|28.67\|27.36\|189744;2026-07-16\|27.60\|0.15\|27.28\|27.98\|26.92\|219305;2026-07-17\|26.35\|-4.53\|27.55\|28.40\|26.33\|258700
102954	电池级碳酸锂价格持续上涨	一季度扭亏+电解液涨价+宁德时代行业原因： 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日公告，公司一季度实现营业收入22.30亿元，同比增长40.45%；归母净利润2.82亿元，同比扭亏为盈，主因锂离子电池相关材料平均售价同比上涨47.48%，毛利显著改善。 2、据2025年年报，公司电解液销量同比增长117.9%，对宁德时代销量增长139.7%，并与比亚迪等头部客户深化合作，形成稳定的高端客户结构。 3、据2025年年报，公司具备五大碳酸酯溶剂、六氟磷酸锂及添加剂自产能力，95%以上原材料自给，东营、武汉等四大基地协同，巩固电解液+溶剂“双龙头”地位。	公司实现从上游环氧丙烷到中游电解液所需的碳酸酯溶剂、锂盐及添加剂的全产业链布局，一季报净利润为2.82亿元，同比扭亏为盈	2026-03-10\|64.71\|0.08\|65.00\|66.84\|64.42\|67835;2026-03-11\|67.92\|4.96\|65.02\|69.90\|64.65\|179699;2026-03-12\|71.35\|5.05\|67.92\|73.88\|67.29\|199286;2026-03-13\|73.00\|2.31\|72.50\|76.50\|72.00\|241060;2026-03-16\|75.00\|2.74\|74.45\|77.23\|73.73\|194560;2026-03-17\|73.65\|-1.80\|74.00\|77.30\|72.41\|153739;2026-03-18\|71.70\|-2.65\|72.67\|73.62\|70.60\|101596;2026-03-19\|68.55\|-4.39\|71.14\|71.90\|68.00\|88255;2026-03-20\|75.41\|10.01\|69.03\|75.41\|69.03\|188317;2026-03-23\|75.56\|0.20\|75.41\|79.50\|73.91\|302611;2026-03-24\|78.40\|3.76\|76.90\|80.49\|75.88\|208927;2026-03-25\|77.56\|-1.07\|78.39\|79.06\|75.21\|198670;2026-03-26\|85.32\|10.01\|76.75\|85.32\|76.71\|240728;2026-03-27\|93.85\|10.00\|84.02\|93.85\|83.00\|320152;2026-03-30\|93.06\|-0.84\|94.79\|95.96\|90.12\|269634;2026-03-31\|86.65\|-6.89\|92.62\|94.80\|86.30\|265898;2026-04-01\|85.93\|-0.83\|87.51\|89.50\|84.24\|197890;2026-04-02\|86.27\|0.40\|85.60\|88.58\|84.67\|197499;2026-04-03\|80.75\|-6.40\|84.87\|86.10\|78.00\|217507;2026-04-07\|81.25\|0.62\|82.00\|82.67\|79.60\|125051;2026-04-08\|80.00\|-1.54\|80.95\|82.00\|79.42\|175691;2026-04-09\|77.42\|-3.23\|80.17\|81.00\|76.00\|167098;2026-04-10\|85.16\|10.00\|78.11\|85.16\|77.77\|275125;2026-04-13\|89.56\|5.17\|85.00\|91.15\|84.77\|273936;2026-04-14\|98.52\|10.00\|95.00\|98.52\|94.02\|143381;2026-04-15\|98.65\|0.13\|104.00\|108.02\|97.98\|400321;2026-04-16\|97.47\|-1.20\|98.92\|101.00\|97.04\|252317;2026-04-17\|98.05\|0.60\|97.98\|103.66\|97.50\|216411;2026-04-20\|96.11\|-1.98\|98.00\|99.88\|95.80\|162228;2026-04-21\|99.14\|3.15\|97.50\|100.38\|94.06\|229680;2026-04-22\|104.84\|5.75\|99.15\|105.83\|99.06\|232747;2026-04-23\|102.76\|-1.98\|104.00\|108.80\|100.00\|208761;2026-04-24\|104.06\|1.27\|101.20\|105.75\|99.50\|215875;2026-04-27\|109.30\|5.04\|104.06\|112.77\|103.33\|229562;2026-04-28\|108.41\|-0.81\|107.12\|111.09\|104.86\|226929;2026-04-29\|119.25\|10.00\|106.44\|119.25\|102.50\|277324;2026-04-30\|114.92\|-3.63\|120.00\|122.16\|114.50\|274043;2026-05-06\|120.40\|4.77\|115.66\|121.92\|115.66\|268436;2026-05-07\|108.58\|-9.82\|119.92\|120.40\|108.36\|352275;2026-05-08\|103.92\|-4.29\|108.48\|112.78\|103.02\|250149;2026-05-11\|104.66\|0.71\|104.53\|105.94\|102.80\|197831;2026-05-12\|103.88\|-0.75\|104.66\|106.63\|101.15\|169122;2026-05-13\|102.14\|-1.68\|102.20\|103.65\|100.21\|154783;2026-05-14\|97.40\|-4.64\|101.18\|104.60\|97.00\|175475;2026-05-15\|100.65\|3.34\|97.92\|103.00\|97.50\|182722;2026-05-18\|99.90\|-0.75\|98.00\|101.19\|95.46\|130176;2026-05-19\|97.15\|-2.75\|98.87\|99.80\|95.50\|127046;2026-05-20\|100.98\|3.94\|96.57\|101.76\|95.60\|179195;2026-05-21\|98.00\|-2.95\|101.52\|104.80\|97.43\|176526;2026-05-22\|97.21\|-0.77\|97.90\|97.96\|93.77\|122426;2026-05-25\|93.69\|-3.62\|97.15\|97.48\|92.40\|151343;2026-05-26\|91.79\|-2.03\|93.50\|94.21\|90.60\|108907;2026-05-27\|90.91\|-0.96\|91.77\|94.65\|90.00\|115196;2026-05-28\|90.06\|-0.94\|90.90\|92.74\|88.26\|90816;2026-05-29\|87.69\|-2.63\|90.22\|90.99\|87.02\|98605;2026-06-01\|89.55\|2.12\|88.10\|92.80\|87.83\|117249;2026-06-02\|87.51\|-2.28\|89.50\|89.55\|86.00\|98239;2026-06-03\|86.80\|-0.81\|87.00\|88.01\|85.90\|74125;2026-06-04\|84.00\|-3.23\|86.00\|86.00\|83.60\|95199;2026-06-05\|83.78\|-0.26\|84.00\|85.66\|82.08\|92510;2026-06-08\|79.30\|-5.35\|81.67\|83.78\|78.00\|100210;2026-06-09\|81.02\|2.17\|80.00\|81.88\|78.70\|93163;2026-06-10\|81.51\|0.60\|80.40\|83.33\|80.34\|76062;2026-06-11\|81.88\|0.45\|81.33\|84.78\|80.08\|127057;2026-06-12\|86.35\|5.46\|82.00\|87.34\|81.18\|194216;2026-06-15\|85.60\|-0.87\|86.65\|87.97\|83.88\|188377;2026-06-16\|91.05\|6.37\|85.65\|93.20\|84.21\|206506;2026-06-17\|96.48\|5.96\|89.32\|100.00\|89.05\|222455;2026-06-18\|92.70\|-3.92\|95.00\|97.36\|92.10\|178623;2026-06-22\|95.58\|3.11\|90.00\|96.83\|83.43\|233098;2026-06-23\|99.21\|3.80\|93.53\|99.28\|91.38\|221898;2026-06-24\|99.20\|-0.01\|100.28\|104.00\|95.97\|228879;2026-06-25\|93.78\|-5.46\|96.33\|98.80\|93.00\|200107;2026-06-26\|86.76\|-7.49\|93.70\|95.53\|86.00\|157688;2026-06-29\|87.70\|1.08\|85.03\|89.59\|84.72\|114819;2026-06-30\|89.37\|1.90\|86.55\|89.88\|85.50\|124014;2026-07-01\|91.39\|2.26\|89.90\|92.74\|85.68\|169727;2026-07-02\|94.80\|3.73\|90.20\|95.89\|89.56\|164092;2026-07-03\|89.88\|-5.19\|93.86\|93.86\|89.80\|137177;2026-07-06\|80.89\|-10.00\|86.00\|88.99\|80.89\|144478;2026-07-07\|80.40\|-0.61\|80.08\|82.90\|77.35\|117149;2026-07-08\|72.36\|-10.00\|79.13\|79.58\|72.36\|127023;2026-07-09\|70.80\|-2.16\|74.64\|74.70\|67.99\|173005;2026-07-10\|68.66\|-3.02\|70.80\|72.36\|68.61\|116565;2026-07-13\|65.54\|-4.54\|66.14\|68.14\|64.99\|111129;2026-07-14\|65.56\|0.03\|65.54\|66.00\|63.72\|81487;2026-07-15\|63.73\|-2.79\|66.00\|66.17\|63.40\|75296;2026-07-16\|62.00\|-2.71\|62.91\|64.08\|61.66\|67839;2026-07-17\|60.00\|-3.23\|62.00\|62.34\|59.60\|82420
102953	电池级碳酸锂价格持续上涨	一季报大增+固态电池+电解液龙头行业原因： 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28日公告，公司2026Q1营收66.73亿元、归母净利16.54亿元，分别同比增长91.3%、1005.8%，盈利高增主因六氟磷酸锂涨价及溶剂添加剂贡献。 2、据2026年3月10日年报，公司已切入固态电池供应链，百吨级硫化物固态电解质中试线目标能量密度300-350 Wh/kg，三季度投产后形成“液态+固态”双轮驱动。 3、据2026年3月10日年报，公司电解液销量全球前二，纵向配套六氟磷酸锂、添加剂等原料，横向布局电池回收、钠离子材料，构建“原料-生产-回收-再生”绿色闭环。	公司为锂电池电解液和正极材料磷酸铁锂龙头，半固态电解质及氧化物与硫化物全固态电解质均在小试到中试阶段，一季度净利润同比增长超10倍	2026-03-10\|45.15\|4.13\|44.63\|46.00\|44.63\|1281286;2026-03-11\|48.79\|8.06\|45.55\|49.23\|44.98\|1635641;2026-03-12\|48.63\|-0.33\|48.00\|49.27\|47.55\|1109731;2026-03-13\|48.77\|0.29\|48.37\|51.00\|48.07\|1279642;2026-03-16\|47.85\|-1.89\|49.03\|49.76\|47.50\|839030;2026-03-17\|45.58\|-4.74\|47.95\|48.33\|45.36\|778341;2026-03-18\|44.33\|-2.74\|45.91\|45.98\|43.73\|621258;2026-03-19\|41.36\|-6.70\|43.54\|43.73\|41.03\|843468;2026-03-20\|42.80\|3.48\|41.51\|45.16\|41.11\|1149260;2026-03-23\|43.29\|1.14\|42.04\|44.99\|42.04\|1059949;2026-03-24\|43.46\|0.39\|44.00\|44.32\|41.10\|898232;2026-03-25\|43.26\|-0.46\|43.79\|43.87\|42.18\|788086;2026-03-26\|44.49\|2.84\|43.04\|46.24\|42.91\|1216673;2026-03-27\|46.11\|3.64\|43.90\|46.88\|43.63\|1414491;2026-03-30\|48.17\|4.47\|47.23\|48.55\|45.89\|1527574;2026-03-31\|46.00\|-4.50\|47.50\|47.98\|45.70\|1002658;2026-04-01\|45.75\|-0.54\|46.51\|46.99\|44.50\|910608;2026-04-02\|44.81\|-2.05\|45.12\|46.80\|44.44\|731651;2026-04-03\|43.48\|-2.97\|45.07\|45.97\|42.71\|723010;2026-04-07\|43.70\|0.51\|43.66\|44.66\|43.00\|560030;2026-04-08\|44.98\|2.93\|44.29\|45.30\|43.81\|781404;2026-04-09\|43.89\|-2.42\|44.81\|45.40\|42.77\|814370;2026-04-10\|46.72\|6.45\|44.25\|46.74\|43.85\|1535728;2026-04-13\|46.71\|-0.02\|45.88\|47.26\|45.70\|1127756;2026-04-14\|49.35\|5.65\|47.10\|49.50\|46.90\|1273000;2026-04-15\|48.00\|-2.74\|49.35\|49.99\|47.47\|1240710;2026-04-16\|49.16\|2.42\|48.50\|49.98\|47.82\|1057520;2026-04-17\|48.79\|-0.75\|49.00\|50.66\|48.65\|1137534;2026-04-20\|49.65\|1.76\|48.50\|49.65\|47.58\|927053;2026-04-21\|52.79\|6.32\|49.80\|53.62\|48.28\|1593427;2026-04-22\|52.10\|-1.31\|52.79\|54.00\|51.58\|1273690;2026-04-23\|49.41\|-5.16\|52.09\|52.38\|49.02\|1284907;2026-04-24\|53.04\|7.35\|49.42\|54.22\|48.60\|1553982;2026-04-27\|55.26\|4.19\|53.08\|55.40\|52.25\|1470462;2026-04-28\|54.23\|-1.86\|56.50\|57.00\|53.76\|1618855;2026-04-29\|59.32\|9.99\|54.12\|59.32\|53.58\|1805744;2026-04-30\|60.51\|2.01\|59.59\|61.00\|58.53\|1821892;2026-05-06\|64.00\|5.77\|60.58\|64.98\|59.13\|1738414;2026-05-07\|62.80\|-1.88\|63.66\|63.70\|61.00\|1504038;2026-05-08\|58.41\|-6.99\|61.62\|63.40\|58.34\|1753228;2026-05-11\|59.56\|1.97\|58.20\|60.43\|57.61\|1277936;2026-05-12\|58.59\|-1.63\|59.24\|59.80\|56.05\|1391916;2026-05-13\|57.92\|-1.14\|57.73\|58.48\|57.02\|977250;2026-05-14\|55.51\|-4.16\|57.90\|59.00\|55.51\|1105275;2026-05-15\|57.54\|3.66\|55.89\|58.80\|55.89\|1346612;2026-05-18\|55.97\|-2.73\|56.22\|57.27\|54.50\|997328;2026-05-19\|54.44\|-2.73\|55.66\|55.89\|53.15\|963140;2026-05-20\|58.00\|6.54\|54.88\|59.20\|54.00\|1383087;2026-05-21\|57.71\|-0.50\|58.02\|60.40\|57.22\|1551109;2026-05-22\|58.08\|0.64\|57.71\|58.89\|55.81\|1109625;2026-05-25\|53.07\|-8.63\|57.40\|57.70\|52.27\|1641858;2026-05-26\|51.99\|-2.04\|51.95\|53.44\|51.40\|951093;2026-05-27\|53.46\|2.83\|52.66\|55.17\|52.66\|1070951;2026-05-28\|51.89\|-2.94\|52.89\|53.99\|50.30\|900938;2026-05-29\|52.03\|0.27\|51.60\|53.87\|50.61\|1044787;2026-06-01\|51.73\|-0.58\|52.08\|54.20\|51.51\|815409;2026-06-02\|52.11\|0.73\|52.99\|53.28\|50.84\|669399;2026-06-03\|51.30\|-1.55\|51.45\|52.19\|50.86\|678164;2026-06-04\|49.40\|-3.70\|50.40\|50.46\|49.18\|910766;2026-06-05\|48.62\|-1.58\|49.17\|50.44\|48.29\|838730;2026-06-08\|46.91\|-3.52\|47.51\|48.96\|46.05\|763592;2026-06-09\|47.97\|2.26\|47.71\|48.47\|46.00\|792746;2026-06-10\|46.90\|-2.23\|47.39\|48.19\|46.50\|602414;2026-06-11\|48.46\|3.33\|47.00\|49.40\|46.38\|1054956;2026-06-12\|49.64\|2.44\|48.60\|50.61\|47.88\|1233564;2026-06-15\|49.02\|-1.25\|50.00\|50.31\|48.57\|1089187;2026-06-16\|52.28\|6.65\|49.35\|52.65\|48.47\|1416885;2026-06-17\|52.85\|1.09\|51.75\|53.38\|51.51\|1148586;2026-06-18\|51.61\|-2.35\|52.50\|53.85\|51.14\|1063716;2026-06-22\|55.92\|8.35\|50.50\|56.60\|49.09\|1736644;2026-06-23\|54.04\|-3.36\|55.61\|56.10\|53.88\|1184383;2026-06-24\|56.34\|4.26\|54.02\|56.91\|52.65\|1276910;2026-06-25\|55.20\|-2.02\|55.71\|56.48\|55.00\|943238;2026-06-26\|50.01\|-9.40\|55.21\|55.95\|49.96\|1141344;2026-06-29\|50.91\|1.80\|50.48\|52.22\|49.16\|912697;2026-06-30\|51.43\|1.02\|50.50\|52.45\|50.31\|882108;2026-07-01\|54.47\|5.91\|51.99\|54.87\|49.50\|1544001;2026-07-02\|54.84\|0.68\|53.39\|56.80\|53.07\|1433236;2026-07-03\|54.04\|-1.46\|54.84\|55.38\|53.08\|955742;2026-07-06\|49.00\|-9.33\|52.20\|52.79\|48.64\|1131467;2026-07-07\|49.54\|1.10\|48.81\|50.25\|48.50\|582920;2026-07-08\|44.59\|-9.99\|48.81\|49.07\|44.59\|1012816;2026-07-09\|41.46\|-7.02\|44.08\|44.50\|40.13\|1501609;2026-07-10\|40.06\|-3.38\|43.54\|44.34\|39.90\|1354285;2026-07-13\|37.19\|-7.16\|39.28\|39.49\|37.01\|1064243;2026-07-14\|38.17\|2.64\|37.19\|38.40\|36.39\|788641;2026-07-15\|37.55\|-1.62\|38.31\|38.93\|37.45\|630551;2026-07-16\|36.61\|-2.50\|37.20\|37.73\|36.33\|561585;2026-07-17\|35.62\|-2.70\|36.40\|36.98\|35.15\|696665
102952	电池级碳酸锂价格持续上涨	固态电池+硫化锂+锂盐产能行业原因： 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27日年报，公司硫化锂气固法合成工艺实现纯度≥99.99%，杂相PPM级，年内启动客户送样，2026年将建中试线。 2、据2026年4月27日年报，公司锂盐综合产能已达13万吨，雅安三期3万吨氢氧化锂线调试完成，募投项目全部结项。 3、据2026年4月27日年报，公司绑定Tesla、LGES、宁德时代等头部客户，2025年锂盐销量6.9万吨、同比增45%，津巴布韦230万吨/年锂矿已投产。	公司正在与部分合作企业/高校推进硫化锂和硫化物固态电解质研发及产业化工作，预计年内完成样品生产制备及客户送样工作，2026年启动中试线建设；25年扣非净利润增长超300%	2026-03-10\|24.77\|2.65\|24.47\|25.12\|24.35\|268577;2026-03-11\|25.03\|1.05\|24.51\|25.28\|24.35\|297874;2026-03-12\|24.54\|-1.96\|25.12\|25.19\|24.12\|367162;2026-03-13\|24.60\|0.24\|24.58\|25.77\|24.52\|400018;2026-03-16\|24.26\|-1.38\|24.58\|24.98\|23.79\|342286;2026-03-17\|23.29\|-4.00\|24.29\|24.58\|23.15\|400106;2026-03-18\|23.23\|-0.26\|23.30\|23.39\|22.78\|296384;2026-03-19\|22.11\|-4.82\|22.83\|22.96\|21.89\|411391;2026-03-20\|22.00\|-0.50\|22.28\|22.99\|21.83\|311661;2026-03-23\|22.00\|0.00\|21.42\|22.95\|21.31\|445630;2026-03-24\|21.95\|-0.23\|22.26\|22.54\|21.15\|388138;2026-03-25\|21.92\|-0.14\|22.20\|22.65\|21.62\|441103;2026-03-26\|23.05\|5.16\|21.87\|23.23\|21.80\|654997;2026-03-27\|24.20\|4.99\|22.73\|24.86\|22.73\|740927;2026-03-30\|23.79\|-1.69\|24.38\|24.46\|23.60\|499054;2026-03-31\|23.20\|-2.48\|23.58\|23.76\|22.93\|339171;2026-04-01\|23.02\|-0.78\|23.35\|23.48\|22.66\|282017;2026-04-02\|22.73\|-1.26\|22.90\|23.26\|22.42\|476700;2026-04-03\|22.07\|-2.90\|22.69\|23.33\|22.00\|314944;2026-04-07\|22.10\|0.14\|22.21\|22.43\|21.90\|220778;2026-04-08\|23.18\|4.89\|22.10\|23.19\|22.06\|359030;2026-04-09\|23.31\|0.56\|24.25\|24.46\|22.61\|574352;2026-04-10\|24.19\|3.78\|23.31\|24.59\|23.01\|600064;2026-04-13\|26.13\|8.02\|24.85\|26.53\|24.85\|891634;2026-04-14\|26.81\|2.60\|26.50\|26.86\|26.05\|615860;2026-04-15\|26.14\|-2.50\|26.81\|27.08\|26.01\|499709;2026-04-16\|27.26\|4.28\|26.30\|27.83\|26.16\|659519;2026-04-17\|28.09\|3.04\|27.59\|28.58\|27.27\|694703;2026-04-20\|27.92\|-0.61\|27.91\|28.79\|27.76\|468452;2026-04-21\|27.99\|0.25\|28.31\|28.63\|27.32\|493067;2026-04-22\|28.37\|1.36\|27.66\|28.65\|27.56\|433040;2026-04-23\|27.78\|-2.08\|28.36\|28.55\|27.50\|426752;2026-04-24\|29.60\|6.55\|27.52\|29.84\|27.52\|734800;2026-04-27\|28.97\|-2.13\|27.30\|29.38\|27.29\|998502;2026-04-28\|27.53\|-4.97\|28.95\|28.96\|27.00\|713304;2026-04-29\|30.28\|9.99\|27.30\|30.28\|26.95\|815286;2026-04-30\|30.67\|1.29\|30.36\|30.96\|30.13\|808688;2026-05-06\|31.08\|1.34\|31.50\|32.00\|30.70\|722664;2026-05-07\|30.16\|-2.96\|31.05\|31.07\|29.07\|704140;2026-05-08\|30.50\|1.13\|30.13\|31.68\|29.94\|633420;2026-05-11\|30.18\|-1.05\|30.70\|31.34\|30.01\|394939;2026-05-12\|29.02\|-3.84\|30.38\|30.39\|28.58\|562129;2026-05-13\|28.15\|-3.00\|29.02\|29.10\|27.92\|474756;2026-05-14\|26.70\|-5.15\|28.15\|28.20\|26.62\|433747;2026-05-15\|25.86\|-3.15\|26.79\|26.95\|25.50\|447962;2026-05-18\|25.20\|-2.55\|25.80\|26.00\|25.03\|366967;2026-05-19\|24.66\|-2.14\|25.01\|25.15\|23.95\|457228;2026-05-20\|24.76\|0.41\|24.50\|25.13\|23.98\|451085;2026-05-21\|23.71\|-4.24\|24.85\|25.25\|23.70\|482298;2026-05-22\|24.21\|2.11\|24.09\|24.73\|23.63\|463095;2026-05-25\|24.94\|3.02\|24.69\|25.38\|24.36\|567115;2026-05-26\|25.26\|1.28\|24.56\|25.35\|24.06\|500593;2026-05-27\|24.14\|-4.43\|25.32\|25.84\|24.01\|486372;2026-05-28\|23.69\|-1.86\|24.33\|24.65\|23.26\|390867;2026-05-29\|22.91\|-3.29\|23.84\|23.93\|22.81\|317382;2026-06-01\|23.28\|1.61\|23.12\|23.85\|22.83\|353883;2026-06-02\|22.57\|-3.05\|23.22\|23.35\|22.19\|327155;2026-06-03\|22.28\|-1.28\|22.22\|22.73\|22.08\|279586;2026-06-04\|21.15\|-5.07\|22.25\|22.28\|21.05\|455956;2026-06-05\|21.20\|0.24\|21.11\|22.30\|20.39\|500248;2026-06-08\|20.50\|-3.30\|21.01\|21.55\|20.09\|415645;2026-06-09\|21.80\|6.34\|20.78\|21.95\|20.29\|506754;2026-06-10\|21.95\|0.69\|21.88\|22.80\|21.66\|545695;2026-06-11\|22.55\|2.73\|22.00\|23.37\|21.68\|692957;2026-06-12\|22.85\|1.33\|22.60\|23.63\|22.31\|584955;2026-06-15\|23.01\|0.70\|23.07\|23.68\|22.70\|552649;2026-06-16\|22.89\|-0.52\|22.90\|23.37\|22.35\|422002;2026-06-17\|22.93\|0.17\|22.90\|23.30\|22.35\|364322;2026-06-18\|22.18\|-3.27\|22.75\|23.00\|21.91\|337033;2026-06-22\|22.72\|2.71\|21.20\|22.74\|20.79\|577705;2026-06-23\|21.45\|-5.59\|22.69\|22.89\|21.36\|373788;2026-06-24\|23.60\|10.02\|21.45\|23.60\|21.02\|678466;2026-06-25\|22.21\|-5.89\|23.59\|24.15\|22.17\|701671;2026-06-26\|19.99\|-10.00\|22.30\|22.34\|19.99\|637390;2026-06-29\|19.54\|-2.25\|19.58\|20.17\|18.70\|573132;2026-06-30\|20.37\|4.25\|19.56\|20.57\|19.38\|586758;2026-07-01\|21.00\|3.09\|20.39\|21.45\|19.70\|579026;2026-07-02\|21.86\|4.10\|20.96\|22.35\|20.63\|664741;2026-07-03\|21.87\|0.05\|22.60\|22.80\|21.45\|652989;2026-07-06\|22.41\|2.47\|21.65\|22.88\|21.62\|576214;2026-07-07\|24.65\|10.00\|24.65\|24.65\|24.65\|177467;2026-07-08\|22.19\|-9.98\|24.08\|24.30\|22.19\|1298133;2026-07-09\|20.20\|-8.97\|21.80\|21.80\|19.97\|1229507;2026-07-10\|18.70\|-7.43\|19.90\|20.05\|18.65\|1106268;2026-07-13\|18.12\|-3.10\|18.45\|18.77\|17.81\|713160;2026-07-14\|18.67\|3.04\|18.12\|19.08\|17.68\|709993;2026-07-15\|18.07\|-3.21\|18.79\|18.85\|18.00\|520565;2026-07-16\|17.45\|-3.43\|17.86\|17.92\|17.39\|565602;2026-07-17\|17.14\|-1.78\|17.60\|18.27\|17.00\|704075
102951	电池级碳酸锂价格持续上涨	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	公司锰系产品主要包括一次电池和锂电池用EMD（电解二氧化锰）、高纯硫酸锰等产品，下游部分固态电池企业向公司采购了部分锰系产品，用于电池性能的验证	2026-03-10\|22.34\|-3.71\|21.66\|22.80\|21.66\|391570;2026-03-11\|22.69\|1.57\|22.33\|23.06\|22.20\|294337;2026-03-12\|23.61\|4.05\|22.92\|24.32\|22.25\|562309;2026-03-13\|24.80\|5.04\|23.80\|25.35\|23.12\|680085;2026-03-16\|26.81\|8.10\|26.40\|27.28\|24.74\|1025288;2026-03-17\|28.64\|6.83\|26.81\|29.00\|26.73\|931531;2026-03-18\|26.00\|-9.22\|27.40\|27.60\|25.81\|682840;2026-03-19\|24.98\|-3.92\|26.75\|27.00\|24.67\|511297;2026-03-20\|23.72\|-5.04\|24.50\|25.18\|23.69\|416600;2026-03-23\|22.74\|-4.13\|23.23\|24.85\|22.48\|374179;2026-03-24\|22.80\|0.26\|22.74\|23.20\|21.26\|427441;2026-03-25\|22.52\|-1.23\|22.00\|22.70\|21.97\|330321;2026-03-26\|22.28\|-1.07\|22.03\|23.12\|21.81\|372000;2026-03-27\|22.87\|2.65\|22.06\|23.55\|22.00\|477883;2026-03-30\|22.25\|-2.71\|24.12\|24.33\|22.22\|407002;2026-03-31\|20.88\|-6.16\|22.40\|22.50\|20.87\|377878;2026-04-01\|20.62\|-1.25\|20.88\|21.19\|20.50\|259671;2026-04-02\|20.63\|0.05\|20.62\|21.08\|20.33\|221040;2026-04-03\|19.64\|-4.80\|20.55\|20.63\|19.61\|230933;2026-04-07\|20.33\|3.51\|19.80\|20.37\|19.70\|195339;2026-04-08\|20.40\|0.34\|19.88\|20.46\|19.44\|278228;2026-04-09\|20.70\|1.47\|20.29\|20.76\|20.08\|258530;2026-04-10\|20.38\|-1.55\|20.70\|20.77\|20.25\|221704;2026-04-13\|21.53\|5.64\|20.78\|21.99\|20.41\|468714;2026-04-14\|21.01\|-2.42\|20.80\|21.11\|20.76\|322790;2026-04-15\|20.23\|-3.71\|20.93\|21.00\|20.18\|259485;2026-04-16\|21.28\|5.19\|20.23\|21.36\|20.20\|351212;2026-04-17\|21.36\|0.38\|21.28\|21.66\|21.14\|230006;2026-04-20\|22.37\|4.73\|21.57\|23.50\|21.55\|615754;2026-04-21\|22.60\|1.03\|22.53\|22.88\|21.68\|428106;2026-04-22\|23.19\|2.61\|22.50\|23.53\|22.42\|486474;2026-04-23\|22.46\|-3.15\|22.92\|23.01\|21.83\|357906;2026-04-24\|22.67\|0.94\|22.56\|23.27\|22.38\|326120;2026-04-27\|21.70\|-4.28\|21.50\|21.93\|20.43\|369225;2026-04-28\|21.11\|-2.72\|21.60\|21.90\|20.86\|205431;2026-04-29\|23.22\|10.00\|21.15\|23.22\|21.10\|409719;2026-04-30\|23.47\|1.08\|23.40\|23.87\|23.05\|475110;2026-05-06\|23.81\|1.45\|23.48\|23.89\|23.07\|414582;2026-05-07\|23.67\|-0.59\|23.70\|23.93\|23.42\|333967;2026-05-08\|23.68\|0.04\|23.84\|24.48\|23.54\|350997;2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862
102950	电池级碳酸锂价格持续上涨	固态电池+587Ah扩产+储能满产+业绩高增行业原因： 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日年报，公司全固态动力锂离子电池项目已入实验阶段，目标能量密度＞350Wh/kg，中试线已建成并运行。 2、据2026年2月12日公告，公司拟在河南驻马店投建587Ah及120Ah电池产线，总投资12亿元；同日公告拟在正阳县投建120Ah电芯项目，总投资21亿元。 3、据2026年4月29日年报及一季报，公司2025年储能电芯出货量全球TOP9，314Ah大储、100Ah及50Ah小储产线满产；2026Q1营收47.68亿元，同比增182.14%，归母净利3.23亿元，同比增819.09%。	锂离子电池行业产品线最丰富的供应商之一；一季度净利润同比增长819.09%	2026-03-10\|52.07\|-0.50\|50.60\|52.40\|49.44\|396116;2026-03-11\|56.20\|7.93\|51.77\|57.91\|50.68\|720776;2026-03-12\|58.03\|3.26\|56.67\|59.38\|55.87\|643238;2026-03-13\|57.75\|-0.48\|58.58\|61.66\|57.50\|608474;2026-03-16\|57.52\|-0.40\|58.48\|59.66\|56.60\|354097;2026-03-17\|54.67\|-4.95\|57.59\|58.39\|54.50\|324684;2026-03-18\|53.98\|-1.26\|54.68\|55.57\|53.13\|255945;2026-03-19\|54.86\|1.63\|54.00\|57.67\|53.00\|431248;2026-03-20\|60.61\|10.48\|55.00\|63.96\|54.97\|698964;2026-03-23\|59.81\|-1.32\|59.52\|62.81\|59.41\|539920;2026-03-24\|59.76\|-0.08\|61.01\|61.80\|57.10\|444227;2026-03-25\|58.52\|-2.08\|58.60\|59.76\|56.86\|482817;2026-03-26\|58.50\|-0.03\|58.56\|61.30\|57.13\|582045;2026-03-27\|58.39\|-0.19\|58.02\|59.86\|55.66\|535670;2026-03-30\|57.30\|-1.87\|58.70\|59.35\|55.08\|373329;2026-03-31\|56.44\|-1.50\|56.89\|59.93\|56.03\|405445;2026-04-01\|53.97\|-4.38\|56.00\|56.69\|52.50\|442348;2026-04-02\|52.19\|-3.30\|53.70\|54.95\|51.78\|364618;2026-04-03\|49.27\|-5.59\|52.30\|52.35\|49.10\|294562;2026-04-07\|51.00\|3.51\|49.76\|53.15\|49.70\|327873;2026-04-08\|52.50\|2.94\|52.11\|53.23\|50.95\|320936;2026-04-09\|53.39\|1.70\|52.22\|53.87\|51.10\|302472;2026-04-10\|57.18\|7.10\|55.00\|58.89\|54.99\|523412;2026-04-13\|59.49\|4.04\|56.59\|59.77\|56.59\|428889;2026-04-14\|65.91\|10.79\|59.00\|66.00\|58.58\|570498;2026-04-15\|62.89\|-4.58\|65.57\|65.57\|62.51\|425611;2026-04-16\|68.58\|9.05\|64.11\|69.96\|62.99\|665383;2026-04-17\|68.98\|0.58\|67.30\|69.28\|66.02\|469520;2026-04-20\|67.39\|-2.31\|67.20\|68.30\|66.24\|328091;2026-04-21\|67.12\|-0.40\|68.21\|68.21\|65.03\|279462;2026-04-22\|67.90\|1.16\|67.35\|69.55\|66.92\|311415;2026-04-23\|68.09\|0.28\|68.00\|69.78\|65.08\|398826;2026-04-24\|69.30\|1.78\|67.12\|70.53\|65.63\|393032;2026-04-27\|69.24\|-0.09\|68.37\|70.20\|67.67\|322260;2026-04-28\|67.50\|-2.51\|68.23\|68.95\|66.01\|337523;2026-04-29\|81.00\|20.00\|66.83\|81.00\|65.87\|738366;2026-04-30\|86.10\|6.30\|83.00\|86.80\|81.00\|727791;2026-05-06\|87.80\|1.97\|82.98\|88.80\|82.22\|523145;2026-05-07\|89.40\|1.82\|87.07\|91.88\|86.46\|471472;2026-05-08\|85.00\|-4.92\|87.60\|90.50\|84.77\|422431;2026-05-11\|88.35\|3.94\|84.76\|89.79\|83.67\|425136;2026-05-12\|89.36\|1.14\|87.50\|91.85\|86.12\|366520;2026-05-13\|83.81\|-6.21\|89.49\|90.18\|82.91\|478804;2026-05-14\|84.20\|0.47\|84.67\|88.00\|81.50\|498502;2026-05-15\|83.31\|-1.06\|82.07\|87.08\|81.00\|369827;2026-05-18\|85.60\|2.75\|82.17\|87.00\|80.89\|329107;2026-05-19\|86.69\|1.27\|84.98\|89.00\|83.00\|314413;2026-05-20\|92.14\|6.29\|86.60\|92.77\|84.70\|520629;2026-05-21\|84.82\|-7.94\|90.00\|91.48\|84.70\|433592;2026-05-22\|84.74\|-0.09\|86.11\|87.24\|83.06\|289045;2026-05-25\|78.57\|-7.28\|84.04\|84.74\|77.00\|445397;2026-05-26\|78.52\|-0.06\|78.48\|81.43\|77.11\|284285;2026-05-27\|81.09\|3.27\|78.52\|83.29\|78.50\|309922;2026-05-28\|79.00\|-2.58\|81.19\|82.42\|75.68\|281415;2026-05-29\|76.55\|-3.10\|79.01\|79.38\|75.96\|254943;2026-06-01\|77.72\|1.53\|78.10\|79.79\|76.68\|267987;2026-06-02\|82.79\|6.61\|78.38\|84.28\|77.18\|321448;2026-06-03\|81.56\|-1.49\|82.68\|82.84\|79.00\|258714;2026-06-04\|77.23\|-5.31\|80.86\|81.20\|75.75\|271522;2026-06-05\|75.65\|-2.05\|77.24\|78.61\|74.99\|200539;2026-06-08\|71.65\|-5.29\|74.01\|74.66\|70.11\|201524;2026-06-09\|73.10\|2.02\|72.60\|73.85\|70.35\|194413;2026-06-10\|71.42\|-2.30\|72.78\|73.00\|70.56\|151662;2026-06-11\|69.89\|-2.14\|70.93\|72.23\|69.07\|186755;2026-06-12\|75.18\|7.57\|70.40\|78.38\|69.00\|368772;2026-06-15\|74.13\|-1.40\|75.87\|76.94\|72.68\|313214;2026-06-16\|76.99\|3.86\|77.50\|79.10\|73.91\|432119;2026-06-17\|78.79\|2.34\|76.95\|80.60\|75.60\|334545;2026-06-18\|81.20\|3.06\|77.39\|84.82\|77.01\|326687;2026-06-22\|84.88\|4.53\|82.21\|86.40\|79.30\|468855;2026-06-23\|80.98\|-4.59\|83.96\|83.96\|80.48\|330736;2026-06-24\|82.47\|1.84\|81.13\|83.40\|77.92\|281658;2026-06-25\|83.45\|1.19\|82.62\|84.77\|80.99\|253726;2026-06-26\|77.30\|-7.37\|83.17\|84.08\|76.53\|291123;2026-06-29\|84.54\|9.37\|77.00\|84.70\|76.54\|367144;2026-06-30\|82.85\|-2.00\|83.00\|85.93\|79.80\|291560;2026-07-01\|79.63\|-3.89\|82.20\|82.54\|75.47\|373362;2026-07-02\|78.69\|-1.18\|77.64\|81.66\|77.26\|247188;2026-07-03\|76.52\|-2.76\|79.34\|81.00\|76.36\|228660;2026-07-06\|72.34\|-5.46\|75.48\|77.77\|72.30\|236360;2026-07-07\|73.40\|1.47\|72.86\|75.60\|71.77\|203986;2026-07-08\|67.99\|-7.37\|73.51\|73.70\|67.84\|243163;2026-07-09\|67.15\|-1.24\|68.90\|69.30\|64.33\|226405;2026-07-10\|64.97\|-3.25\|67.68\|68.44\|64.97\|201664;2026-07-13\|67.70\|4.20\|64.96\|69.90\|63.55\|328713;2026-07-14\|70.56\|4.22\|68.50\|70.96\|65.92\|343299;2026-07-15\|69.01\|-2.20\|70.38\|72.20\|67.40\|282724;2026-07-16\|62.11\|-10.00\|68.64\|68.64\|59.60\|396654;2026-07-17\|62.18\|0.11\|61.86\|64.88\|60.30\|292929
102949	电池级碳酸锂价格持续上涨	锂矿入股+业绩预增+磷酸铁锂行业原因： 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22日公告，公司与GL 1、GLR于4月20日签署条款清单，拟以7,317,958.69澳元认购GL1的13,840,111股普通股，占发行后GL1总股本5%，锁定Manna锂矿项目40%锂辉石精矿长期供应。 2、据2026年4月16日公告，公司预计2026年一季度营收33-36亿元、同比增长107-126%，归母净利2-2.5亿元、同比扭亏，主因磷酸铁锂业务量价齐升。 3、据2026年4月25日年报，公司磷酸铁锂出货量394.4万吨、市占79.1%，为全球主要磷酸铁锂正极材料厂商，配套宁德时代、LG新能源等龙头客户。	公司签署锂矿投资条款清单拟认购GL1股份并支付7500万美元预付款；25年净利润同比减亏	2026-03-10\|17.98\|1.58\|17.80\|18.15\|17.80\|91349;2026-03-11\|18.48\|2.78\|17.97\|18.63\|17.90\|189172;2026-03-12\|18.64\|0.87\|18.32\|18.65\|18.13\|167052;2026-03-13\|18.69\|0.27\|18.71\|19.05\|18.50\|202820;2026-03-16\|18.96\|1.44\|18.65\|19.26\|18.52\|168496;2026-03-17\|18.41\|-2.90\|18.84\|19.07\|18.38\|135159;2026-03-18\|18.08\|-1.79\|18.60\|18.65\|17.91\|127683;2026-03-19\|17.67\|-2.27\|17.91\|18.25\|17.62\|112029;2026-03-20\|17.80\|0.74\|17.94\|18.55\|17.79\|197104;2026-03-23\|18.57\|4.33\|18.24\|18.86\|18.18\|338019;2026-03-24\|19.90\|7.16\|19.10\|19.98\|17.69\|661308;2026-03-25\|20.42\|2.61\|19.90\|21.10\|19.88\|629296;2026-03-26\|20.92\|2.45\|20.10\|21.48\|20.03\|618703;2026-03-27\|22.41\|7.12\|20.35\|22.60\|20.26\|759911;2026-03-30\|22.42\|0.04\|22.00\|23.38\|21.72\|637497;2026-03-31\|22.52\|0.45\|22.47\|23.80\|21.70\|696279;2026-04-01\|21.88\|-2.84\|22.18\|22.88\|21.01\|601527;2026-04-02\|22.15\|1.23\|21.94\|23.49\|21.61\|542318;2026-04-03\|21.58\|-2.57\|22.55\|23.48\|21.52\|349977;2026-04-07\|21.30\|-1.30\|21.58\|21.87\|20.71\|394724;2026-04-08\|22.41\|5.21\|21.70\|22.80\|21.17\|406636;2026-04-09\|22.03\|-1.70\|22.09\|22.40\|21.10\|330082;2026-04-10\|22.10\|0.32\|22.00\|22.96\|21.80\|456470;2026-04-13\|22.41\|1.40\|21.90\|22.89\|21.78\|398846;2026-04-14\|23.68\|5.67\|22.51\|24.20\|22.11\|660341;2026-04-15\|22.77\|-3.84\|23.46\|23.46\|22.59\|456763;2026-04-16\|25.05\|10.01\|24.10\|25.05\|24.10\|235643;2026-04-17\|25.99\|3.75\|25.80\|27.20\|25.07\|1213256;2026-04-20\|27.31\|5.08\|25.92\|27.68\|25.92\|958510;2026-04-21\|26.02\|-4.72\|26.22\|26.66\|25.22\|721845;2026-04-22\|28.62\|9.99\|26.55\|28.62\|26.20\|1002095;2026-04-23\|30.45\|6.39\|28.62\|31.40\|27.95\|1055290;2026-04-24\|32.56\|6.93\|30.44\|33.25\|29.50\|911552;2026-04-27\|31.51\|-3.22\|32.60\|33.80\|30.91\|789774;2026-04-28\|29.99\|-4.82\|31.28\|31.48\|29.61\|701310;2026-04-29\|32.99\|10.00\|29.45\|32.99\|29.43\|624963;2026-04-30\|33.17\|0.55\|33.50\|34.52\|32.64\|830232;2026-05-06\|33.60\|1.30\|33.79\|34.28\|32.71\|703968;2026-05-07\|31.60\|-5.95\|33.21\|33.49\|31.03\|830719;2026-05-08\|30.12\|-4.68\|31.62\|32.11\|29.96\|636579;2026-05-11\|30.10\|-0.07\|30.32\|30.97\|29.71\|466672;2026-05-12\|29.47\|-2.09\|30.12\|30.27\|29.06\|416174;2026-05-13\|29.35\|-0.41\|29.58\|30.17\|28.86\|454084;2026-05-14\|27.84\|-5.14\|29.00\|29.04\|27.82\|450692;2026-05-15\|27.77\|-0.25\|28.05\|28.81\|27.50\|382785;2026-05-18\|27.60\|-0.61\|27.40\|27.89\|27.22\|281272;2026-05-19\|26.86\|-2.68\|27.20\|27.50\|26.45\|350551;2026-05-20\|27.83\|3.61\|26.60\|28.48\|26.48\|523999;2026-05-21\|29.30\|5.28\|29.00\|30.61\|28.80\|834399;2026-05-22\|28.58\|-2.46\|28.47\|29.10\|27.84\|570333;2026-05-25\|26.81\|-6.19\|28.05\|28.13\|26.48\|614891;2026-05-26\|26.31\|-1.86\|26.61\|27.00\|25.81\|375315;2026-05-27\|26.16\|-0.57\|26.30\|27.10\|26.00\|344198;2026-05-28\|25.83\|-1.26\|26.19\|26.66\|25.39\|298692;2026-05-29\|25.24\|-2.28\|25.91\|26.19\|25.08\|250836;2026-06-01\|25.30\|0.24\|25.18\|26.17\|25.16\|233352;2026-06-02\|24.87\|-1.70\|25.27\|25.27\|24.20\|234595;2026-06-03\|24.65\|-0.88\|24.67\|24.99\|24.40\|173240;2026-06-04\|23.76\|-3.61\|24.55\|24.57\|23.67\|247462;2026-06-05\|23.99\|0.97\|24.00\|24.48\|23.09\|252906;2026-06-08\|22.99\|-4.17\|23.10\|24.10\|22.68\|201044;2026-06-09\|23.65\|2.87\|23.45\|23.85\|22.76\|198180;2026-06-10\|23.18\|-1.99\|23.40\|23.86\|22.96\|151246;2026-06-11\|23.38\|0.86\|23.12\|24.15\|22.94\|302283;2026-06-12\|24.32\|4.02\|23.85\|24.75\|23.36\|444457;2026-06-15\|24.35\|0.12\|24.16\|24.76\|23.85\|396408;2026-06-16\|25.74\|5.71\|24.19\|26.20\|24.15\|581939;2026-06-17\|24.97\|-2.99\|25.16\|25.47\|24.66\|454459;2026-06-18\|23.80\|-4.69\|24.83\|25.70\|23.50\|482413;2026-06-22\|26.18\|10.00\|24.27\|26.18\|23.90\|540961;2026-06-23\|27.46\|4.89\|27.06\|28.25\|26.90\|819595;2026-06-24\|29.10\|5.97\|27.32\|29.30\|26.32\|828093;2026-06-25\|28.27\|-2.85\|28.10\|28.98\|27.80\|587028;2026-06-26\|25.90\|-8.38\|28.01\|28.65\|25.88\|509279;2026-06-29\|25.68\|-0.85\|25.05\|25.94\|23.36\|405609;2026-06-30\|26.53\|3.31\|25.00\|26.68\|24.51\|389440;2026-07-01\|28.19\|6.26\|27.40\|28.50\|26.70\|543407;2026-07-02\|29.63\|5.11\|27.51\|31.00\|27.09\|686573;2026-07-03\|29.30\|-1.11\|29.48\|30.40\|28.44\|540273;2026-07-06\|28.99\|-1.06\|28.80\|29.79\|27.97\|380088;2026-07-07\|30.39\|4.83\|28.71\|30.65\|28.55\|526423;2026-07-08\|27.35\|-10.00\|29.70\|30.28\|27.35\|469595;2026-07-09\|24.62\|-9.98\|25.80\|26.20\|24.62\|234028;2026-07-10\|22.16\|-9.99\|23.91\|24.62\|22.16\|659146;2026-07-13\|20.74\|-6.41\|21.50\|21.77\|20.50\|443138;2026-07-14\|20.81\|0.34\|20.61\|21.14\|19.88\|360281;2026-07-15\|19.78\|-4.95\|20.88\|20.88\|19.70\|315835;2026-07-16\|19.50\|-1.42\|19.60\|20.09\|19.19\|243721;2026-07-17\|18.50\|-5.13\|19.45\|19.82\|18.22\|291916
102948	电池级碳酸锂价格持续上涨	一季报扭亏+磷酸铁锂+补锂增强剂行业原因： 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4月29日一季报，公司一季度营收43.36亿元，同比增长116.43%，归母净利润2.65亿元，同比扭亏为盈。 2、据2026年4月29日年报，公司纳米磷酸铁锂出货量国内前二，第四代高压实密度产品已批量出货，第五代超高压密产品验证顺利，宁德时代等头部客户稳定合作。 3、据2026年4月29日年报及2025年业绩预告，补锂增强剂5000吨产能已建成，独家定点项目增加，已在半固态电池等领域实现订单交付。	纳米磷酸铁锂材料龙头企业；一季度净利润同比增长258.55%	2026-03-10\|42.63\|0.95\|42.75\|43.31\|42.38\|122209;2026-03-11\|44.05\|3.33\|42.64\|44.65\|42.38\|232610;2026-03-12\|44.93\|2.00\|43.92\|45.40\|43.18\|214951;2026-03-13\|46.32\|3.09\|44.90\|48.88\|44.88\|375161;2026-03-16\|46.20\|-0.26\|46.25\|47.28\|45.80\|231326;2026-03-17\|44.85\|-2.92\|45.86\|46.80\|44.69\|161211;2026-03-18\|44.61\|-0.54\|45.68\|45.68\|43.89\|126346;2026-03-19\|43.63\|-2.20\|44.01\|44.88\|43.13\|137193;2026-03-20\|44.83\|2.75\|43.69\|46.98\|43.51\|298839;2026-03-23\|44.55\|-0.62\|44.16\|46.50\|44.16\|248074;2026-03-24\|45.20\|1.46\|45.31\|45.42\|42.01\|227604;2026-03-25\|45.05\|-0.33\|44.94\|45.60\|44.13\|175628;2026-03-26\|45.23\|0.40\|44.83\|46.75\|44.25\|254056;2026-03-27\|47.54\|5.11\|44.32\|48.15\|44.31\|328878;2026-03-30\|46.37\|-2.46\|47.22\|48.00\|45.60\|269451;2026-03-31\|43.85\|-5.43\|45.81\|46.30\|43.78\|223541;2026-04-01\|43.88\|0.07\|44.49\|44.88\|43.21\|154222;2026-04-02\|41.73\|-4.90\|43.25\|43.99\|41.60\|167280;2026-04-03\|40.07\|-3.98\|41.70\|42.20\|40.02\|129837;2026-04-07\|40.97\|2.25\|40.20\|41.15\|40.12\|87206;2026-04-08\|43.15\|5.32\|41.88\|44.03\|41.44\|168231;2026-04-09\|42.45\|-1.62\|42.76\|43.49\|41.90\|113311;2026-04-10\|44.93\|5.84\|42.96\|46.40\|42.79\|314840;2026-04-13\|45.90\|2.16\|44.53\|46.16\|44.53\|184587;2026-04-14\|47.21\|2.85\|46.16\|47.28\|45.77\|202987;2026-04-15\|46.02\|-2.52\|47.55\|47.77\|45.85\|195685;2026-04-16\|47.92\|4.13\|46.89\|49.20\|46.42\|260720;2026-04-17\|47.91\|-0.02\|47.64\|49.50\|47.64\|198801;2026-04-20\|47.89\|-0.04\|47.70\|48.58\|47.21\|144537;2026-04-21\|48.66\|1.61\|48.00\|49.16\|46.80\|178906;2026-04-22\|49.64\|2.01\|48.30\|51.16\|48.30\|228949;2026-04-23\|49.86\|0.44\|49.45\|50.47\|48.16\|211515;2026-04-24\|50.41\|1.10\|49.76\|50.92\|49.03\|212310;2026-04-27\|52.34\|3.83\|50.46\|52.86\|50.23\|242704;2026-04-28\|53.10\|1.45\|53.09\|54.65\|52.32\|311483;2026-04-29\|63.72\|20.00\|54.62\|63.72\|53.55\|549056;2026-04-30\|71.95\|12.92\|69.94\|74.98\|69.94\|807797;2026-05-06\|80.15\|11.40\|72.34\|80.66\|71.47\|642552;2026-05-07\|80.75\|0.75\|80.63\|84.50\|78.21\|614512;2026-05-08\|78.96\|-2.22\|83.00\|88.30\|78.47\|481255;2026-05-11\|80.29\|1.68\|80.01\|82.67\|78.25\|412280;2026-05-12\|77.14\|-3.92\|80.00\|80.26\|75.72\|360858;2026-05-13\|78.60\|1.89\|77.52\|81.77\|76.51\|355075;2026-05-14\|75.00\|-4.58\|77.45\|78.98\|75.00\|314182;2026-05-15\|74.11\|-1.19\|75.02\|77.05\|73.10\|311689;2026-05-18\|72.58\|-2.06\|74.13\|74.76\|71.95\|210116;2026-05-19\|70.77\|-2.49\|72.60\|73.08\|69.90\|200378;2026-05-20\|73.80\|4.28\|70.40\|75.10\|69.00\|400618;2026-05-21\|74.00\|0.27\|72.60\|79.69\|72.00\|461196;2026-05-22\|73.78\|-0.30\|74.81\|75.34\|71.90\|295426;2026-05-25\|69.79\|-5.41\|73.20\|73.20\|69.10\|276046;2026-05-26\|67.95\|-2.64\|68.68\|69.56\|66.77\|244379;2026-05-27\|68.30\|0.52\|67.70\|71.27\|67.70\|232981;2026-05-28\|67.97\|-0.48\|68.80\|69.70\|65.90\|176349;2026-05-29\|66.11\|-2.74\|67.97\|69.00\|65.68\|185231;2026-06-01\|65.41\|-1.06\|66.17\|69.41\|65.36\|191035;2026-06-02\|65.19\|-0.34\|65.97\|66.22\|62.72\|177507;2026-06-03\|64.08\|-1.70\|64.36\|65.76\|63.28\|136872;2026-06-04\|61.82\|-3.53\|62.89\|63.40\|61.69\|163770;2026-06-05\|63.08\|2.04\|62.20\|64.39\|59.77\|226075;2026-06-08\|59.60\|-5.52\|61.96\|64.48\|58.51\|187902;2026-06-09\|61.44\|3.09\|60.80\|62.15\|57.88\|166430;2026-06-10\|60.25\|-1.94\|61.00\|62.03\|59.48\|130079;2026-06-11\|61.02\|1.28\|60.21\|63.19\|58.96\|247131;2026-06-12\|64.46\|5.64\|62.00\|66.52\|60.71\|370384;2026-06-15\|65.24\|1.21\|64.88\|65.60\|63.19\|323580;2026-06-16\|68.72\|5.33\|66.37\|69.38\|64.60\|429169;2026-06-17\|68.58\|-0.20\|67.56\|70.50\|67.08\|358484;2026-06-18\|68.22\|-0.52\|67.65\|69.68\|65.96\|364937;2026-06-22\|74.16\|8.71\|68.00\|74.50\|64.93\|469068;2026-06-23\|74.00\|-0.22\|72.50\|76.28\|72.10\|397475;2026-06-24\|73.92\|-0.11\|73.24\|74.48\|68.70\|353247;2026-06-25\|70.99\|-3.96\|72.40\|73.12\|70.00\|285325;2026-06-26\|63.72\|-10.24\|71.00\|71.33\|63.50\|346617;2026-06-29\|63.13\|-0.93\|63.48\|64.38\|61.06\|240087;2026-06-30\|66.50\|5.34\|63.00\|67.43\|62.37\|239875;2026-07-01\|70.09\|5.40\|66.90\|70.96\|64.01\|302159;2026-07-02\|67.06\|-4.32\|68.80\|70.02\|66.80\|201185;2026-07-03\|64.46\|-3.88\|67.88\|68.09\|64.20\|191222;2026-07-06\|62.09\|-3.68\|63.97\|66.82\|61.81\|186540;2026-07-07\|60.84\|-2.01\|62.22\|64.58\|60.28\|159283;2026-07-08\|54.83\|-9.88\|60.99\|61.00\|54.78\|233250;2026-07-09\|54.06\|-1.40\|55.27\|55.38\|51.10\|235233;2026-07-10\|51.24\|-5.22\|53.97\|54.10\|51.24\|179304;2026-07-13\|48.23\|-5.87\|50.98\|51.23\|47.95\|166587;2026-07-14\|49.30\|2.22\|48.61\|49.38\|46.50\|154173;2026-07-15\|47.98\|-2.68\|49.50\|50.23\|47.76\|141608;2026-07-16\|45.67\|-4.81\|47.26\|47.58\|45.33\|154481;2026-07-17\|43.45\|-4.86\|45.77\|46.53\|43.03\|159893
102947	电池级碳酸锂价格持续上涨	磷酸铁锂+定增扩产+一季报扭亏行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据2026年6月13日公告，公司拟向特定对象发行股票募资不超过14.28亿元，用于年产10万吨高性能磷酸铁锂正极材料改扩建及5万吨新产线项目，并投资不超过8.2亿元新建5万吨高性能磷酸铁锂产线。 2、据2026年4月29日年报，公司主营锂离子电池正极材料业务，磷酸铁锂建成产能22.5万吨、在建7.5万吨，高压实密度产品已配套比亚迪等核心客户。 3、据2026年4月29日公告，公司2026年一季度实现营收13.83亿元，同比增长276.52%，归母净利润7693.40万元，同比扭亏为盈。	公司与中科院青能所共同成立了中科丰元研究院，在固态电池正极材料方面有相应研发布局并持续投入研发；一季度净利润同比增长185.59%	2026-03-10\|17.80\|-1.77\|18.01\|18.38\|17.75\|308685;2026-03-11\|18.30\|2.81\|17.76\|18.70\|17.50\|416422;2026-03-12\|17.95\|-1.91\|18.04\|18.38\|17.82\|228439;2026-03-13\|18.00\|0.28\|18.05\|18.58\|17.78\|283870;2026-03-16\|17.90\|-0.56\|17.79\|18.30\|17.75\|204778;2026-03-17\|17.37\|-2.96\|17.73\|18.22\|17.34\|199508;2026-03-18\|17.08\|-1.67\|17.35\|17.56\|16.75\|198627;2026-03-19\|16.45\|-3.69\|16.75\|17.07\|16.38\|138183;2026-03-20\|16.29\|-0.97\|16.45\|17.18\|16.15\|222325;2026-03-23\|16.56\|1.66\|15.91\|17.36\|15.60\|319179;2026-03-24\|17.37\|4.89\|16.88\|17.38\|16.35\|257348;2026-03-25\|17.50\|0.75\|17.37\|17.65\|17.13\|173327;2026-03-26\|17.52\|0.11\|17.41\|18.00\|17.32\|191436;2026-03-27\|18.25\|4.17\|17.33\|18.33\|17.29\|327740;2026-03-30\|18.07\|-0.99\|18.10\|18.34\|17.68\|202551;2026-03-31\|17.46\|-3.38\|17.80\|18.04\|17.45\|168144;2026-04-01\|17.45\|-0.06\|17.72\|17.93\|17.08\|158342;2026-04-02\|17.01\|-2.52\|17.45\|17.74\|16.91\|139162;2026-04-03\|16.05\|-5.64\|17.03\|17.28\|15.96\|165249;2026-04-07\|16.67\|3.86\|16.05\|16.95\|16.05\|144629;2026-04-08\|17.10\|2.58\|16.83\|17.13\|16.61\|135358;2026-04-09\|16.92\|-1.05\|17.00\|17.44\|16.60\|126815;2026-04-10\|17.31\|2.31\|16.92\|17.59\|16.92\|160825;2026-04-13\|17.72\|2.37\|17.17\|17.75\|17.13\|148185;2026-04-14\|18.26\|3.05\|17.73\|18.28\|17.65\|197230;2026-04-15\|17.61\|-3.56\|18.33\|18.45\|17.51\|148266;2026-04-16\|18.51\|5.11\|17.90\|19.37\|17.61\|510358;2026-04-17\|18.15\|-1.94\|18.59\|18.80\|17.94\|323631;2026-04-20\|18.17\|0.11\|18.14\|18.44\|17.92\|176594;2026-04-21\|17.95\|-1.21\|18.25\|18.33\|17.73\|141204;2026-04-22\|18.04\|0.50\|18.03\|18.60\|17.92\|163130;2026-04-23\|17.87\|-0.94\|17.93\|18.47\|17.34\|218675;2026-04-24\|18.23\|2.01\|17.71\|18.40\|17.62\|190880;2026-04-27\|18.36\|0.71\|18.20\|18.49\|18.03\|151667;2026-04-28\|18.88\|2.83\|18.64\|19.33\|18.38\|253810;2026-04-29\|20.77\|10.01\|19.80\|20.77\|19.56\|244884;2026-04-30\|22.85\|10.01\|22.68\|22.85\|22.22\|130426;2026-05-06\|25.14\|10.02\|23.34\|25.14\|22.78\|693474;2026-05-07\|24.52\|-2.47\|25.15\|26.50\|24.06\|775083;2026-05-08\|24.65\|0.53\|24.78\|26.15\|24.21\|556395;2026-05-11\|25.46\|3.29\|24.65\|25.81\|24.41\|515788;2026-05-12\|24.82\|-2.51\|25.10\|25.28\|24.32\|323446;2026-05-13\|27.30\|9.99\|24.82\|27.30\|24.71\|214307;2026-05-14\|24.57\|-10.00\|27.09\|27.09\|24.57\|391389;2026-05-15\|23.73\|-3.42\|23.35\|24.49\|23.23\|390647;2026-05-18\|24.34\|2.57\|23.70\|25.04\|23.30\|278236;2026-05-19\|23.76\|-2.38\|24.15\|24.32\|23.41\|221273;2026-05-20\|23.58\|-0.76\|23.59\|24.09\|22.70\|211389;2026-05-21\|22.88\|-2.97\|23.89\|24.65\|22.82\|208449;2026-05-22\|23.36\|2.10\|23.02\|23.59\|22.73\|139383;2026-05-25\|22.44\|-3.94\|23.34\|23.63\|22.28\|174833;2026-05-26\|21.90\|-2.41\|22.14\|22.45\|21.55\|143384;2026-05-27\|21.36\|-2.47\|21.68\|22.33\|21.20\|123052;2026-05-28\|21.48\|0.56\|21.36\|21.71\|20.91\|123792;2026-05-29\|21.55\|0.33\|21.63\|22.22\|21.26\|154813;2026-06-01\|21.42\|-0.60\|21.22\|22.20\|21.20\|141062;2026-06-02\|21.00\|-1.96\|21.11\|21.88\|20.30\|149290;2026-06-03\|20.95\|-0.24\|20.83\|21.30\|20.74\|93508;2026-06-04\|20.47\|-2.29\|20.70\|20.78\|20.33\|92769;2026-06-05\|20.82\|1.71\|20.48\|21.00\|19.82\|123646;2026-06-08\|19.75\|-5.14\|20.07\|20.85\|19.37\|124644;2026-06-09\|20.38\|3.19\|20.25\|20.47\|19.60\|107249;2026-06-10\|20.05\|-1.62\|20.10\|20.55\|19.84\|83901;2026-06-11\|20.38\|1.65\|20.11\|20.98\|20.11\|149391;2026-06-12\|21.24\|4.22\|20.53\|22.20\|20.45\|274745;2026-06-15\|22.00\|3.58\|21.21\|22.18\|21.00\|297365;2026-06-16\|24.20\|10.00\|22.02\|24.20\|21.93\|302155;2026-06-17\|24.44\|0.99\|24.01\|24.51\|23.25\|412462;2026-06-18\|26.88\|9.98\|25.61\|26.88\|25.30\|310098;2026-06-22\|29.57\|10.01\|26.80\|29.57\|26.00\|375492;2026-06-23\|29.40\|-0.57\|29.45\|30.58\|28.45\|449057;2026-06-24\|29.81\|1.39\|29.10\|30.02\|27.76\|397292;2026-06-25\|29.18\|-2.11\|29.39\|29.98\|28.41\|284599;2026-06-26\|26.56\|-8.98\|29.01\|29.08\|26.26\|297736;2026-06-29\|25.99\|-2.15\|26.90\|27.37\|25.23\|262094;2026-06-30\|28.59\|10.00\|25.96\|28.59\|25.80\|92440;2026-07-01\|28.92\|1.15\|28.68\|29.16\|27.40\|360824;2026-07-02\|27.34\|-5.46\|28.42\|28.58\|27.12\|202924;2026-07-03\|26.66\|-2.49\|27.34\|27.85\|26.46\|167239;2026-07-06\|27.45\|2.96\|26.47\|29.31\|26.08\|263799;2026-07-07\|26.33\|-4.08\|27.21\|29.36\|26.00\|272044;2026-07-08\|24.65\|-6.38\|26.89\|27.05\|24.20\|244476;2026-07-09\|23.48\|-4.75\|24.42\|24.50\|22.80\|219768;2026-07-10\|22.07\|-6.01\|23.82\|23.89\|22.02\|201353;2026-07-13\|21.38\|-3.13\|21.64\|22.57\|20.87\|225350;2026-07-14\|21.19\|-0.89\|21.51\|21.79\|20.53\|173673;2026-07-15\|20.37\|-3.87\|21.08\|21.48\|20.25\|163447;2026-07-16\|19.27\|-5.40\|20.00\|20.47\|19.15\|168510;2026-07-17\|18.08\|-6.18\|19.30\|19.36\|17.79\|178349
102946	电池级碳酸锂价格持续上涨	锂矿放量+电机+低空经济行业原因： 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日年报，茜坑锂矿采矿证载资源储量7293万吨Li₂O，公司正推进投产，碳酸锂价格已回升至15万元/吨以上，自有矿山成本优势显现。 2、据2026年4月29日年报，公司发布“3A+3J”战略，明确深耕军工特种电机、固态电池新材料及锂矿资源三条新赛道。 3、据2026年4月29日年报，公司旋翼/推进电机已批量供货低空飞行器，风电配套电机市占率60%以上，机器人关节模组电机实现多款量产交付。	国内云母提锂的龙头企业之一；公司碳酸锂可以运用到固态电池的正极材料，另外在固态电池电解质方面，公司目前有进行相关实验研究，并且参与了电池级硫化锂的行业标准制定	2026-03-10\|10.16\|0.30\|10.20\|10.31\|10.10\|534309;2026-03-11\|10.18\|0.20\|10.12\|10.28\|10.04\|520867;2026-03-12\|10.03\|-1.47\|10.14\|10.17\|9.95\|429449;2026-03-13\|10.01\|-0.20\|10.04\|10.32\|9.99\|712102;2026-03-16\|10.00\|-0.10\|10.00\|10.16\|9.88\|458411;2026-03-17\|9.70\|-3.00\|10.01\|10.09\|9.68\|501986;2026-03-18\|9.57\|-1.34\|9.76\|9.78\|9.42\|438445;2026-03-19\|9.23\|-3.55\|9.41\|9.46\|9.18\|440154;2026-03-20\|9.18\|-0.54\|9.29\|9.52\|9.16\|514084;2026-03-23\|8.83\|-3.81\|9.12\|9.29\|8.70\|631601;2026-03-24\|9.18\|3.96\|9.01\|9.20\|8.78\|586355;2026-03-25\|9.34\|1.74\|9.28\|9.45\|9.15\|517041;2026-03-26\|9.35\|0.11\|9.30\|9.57\|9.25\|556154;2026-03-27\|10.29\|10.05\|9.24\|10.29\|9.22\|947326;2026-03-30\|10.71\|4.08\|10.80\|11.09\|10.47\|2631061;2026-03-31\|10.26\|-4.20\|10.59\|10.60\|10.24\|1352597;2026-04-01\|10.16\|-0.97\|10.40\|10.40\|10.05\|834391;2026-04-02\|10.47\|3.05\|10.05\|10.69\|10.01\|1668555;2026-04-03\|10.04\|-4.11\|10.45\|10.59\|10.04\|894272;2026-04-07\|10.28\|2.39\|10.29\|10.43\|10.14\|754838;2026-04-08\|10.49\|2.04\|10.41\|10.51\|10.18\|1134993;2026-04-09\|10.49\|0.00\|10.39\|10.71\|10.22\|1175450;2026-04-10\|10.74\|2.38\|10.55\|11.06\|10.49\|1720087;2026-04-13\|10.93\|1.77\|10.70\|11.00\|10.66\|1430473;2026-04-14\|11.28\|3.20\|11.11\|11.45\|10.98\|1542117;2026-04-15\|10.90\|-3.37\|11.52\|11.72\|10.88\|1418851;2026-04-16\|11.28\|3.49\|11.02\|11.37\|10.89\|1248571;2026-04-17\|11.12\|-1.42\|11.35\|11.67\|11.11\|1139350;2026-04-20\|11.22\|0.90\|11.31\|11.55\|11.15\|951409;2026-04-21\|11.71\|4.37\|11.30\|11.92\|10.85\|1990225;2026-04-22\|12.39\|5.81\|11.50\|12.72\|11.50\|2149813;2026-04-23\|12.38\|-0.08\|12.51\|12.71\|12.11\|1607233;2026-04-24\|13.62\|10.02\|12.26\|13.62\|12.19\|1795378;2026-04-27\|14.49\|6.39\|13.83\|14.79\|13.51\|3507638;2026-04-28\|14.63\|0.97\|14.17\|14.98\|14.13\|2664209;2026-04-29\|16.09\|9.98\|13.77\|16.09\|13.77\|3838814;2026-04-30\|16.05\|-0.25\|16.27\|16.97\|15.85\|3417345;2026-05-06\|15.70\|-2.18\|16.20\|16.23\|15.50\|2544321;2026-05-07\|15.52\|-1.15\|15.73\|15.86\|14.94\|2653136;2026-05-08\|15.15\|-2.38\|15.37\|16.38\|15.05\|2450402;2026-05-11\|15.31\|1.06\|15.58\|16.15\|15.18\|2213871;2026-05-12\|14.76\|-3.59\|15.50\|15.57\|14.46\|1817865;2026-05-13\|14.38\|-2.57\|14.76\|14.88\|14.31\|1503839;2026-05-14\|13.85\|-3.69\|14.30\|14.30\|13.76\|1247657;2026-05-15\|13.45\|-2.89\|13.77\|13.95\|13.27\|1219877;2026-05-18\|13.26\|-1.41\|13.34\|13.67\|13.13\|1069816;2026-05-19\|12.79\|-3.54\|13.22\|13.26\|12.59\|1138262;2026-05-20\|13.08\|2.27\|12.60\|13.38\|12.41\|1674589;2026-05-21\|12.73\|-2.68\|13.08\|13.77\|12.66\|1481498;2026-05-22\|12.87\|1.10\|12.85\|12.92\|12.53\|822698;2026-05-25\|12.36\|-3.96\|12.93\|12.99\|12.32\|1015737;2026-05-26\|12.54\|1.46\|12.26\|12.69\|12.17\|954433;2026-05-27\|12.03\|-4.07\|12.45\|12.66\|11.90\|967145;2026-05-28\|11.98\|-0.42\|12.03\|12.30\|11.69\|799471;2026-05-29\|11.77\|-1.75\|12.04\|12.27\|11.70\|776552;2026-06-01\|11.58\|-1.61\|11.70\|11.85\|11.50\|610990;2026-06-02\|11.24\|-2.94\|11.60\|11.68\|11.01\|773422;2026-06-03\|11.26\|0.18\|11.16\|11.58\|11.04\|744914;2026-06-04\|10.97\|-2.58\|11.18\|11.19\|10.88\|600071;2026-06-05\|11.05\|0.73\|11.00\|11.26\|10.67\|784881;2026-06-08\|10.63\|-3.80\|10.83\|11.23\|10.44\|795253;2026-06-09\|11.05\|3.95\|10.79\|11.08\|10.50\|818958;2026-06-10\|11.13\|0.72\|10.98\|11.95\|10.91\|1666331;2026-06-11\|11.12\|-0.09\|11.15\|11.46\|10.82\|1646772;2026-06-12\|11.25\|1.17\|11.15\|11.60\|10.91\|1544350;2026-06-15\|11.36\|0.98\|11.41\|11.55\|11.20\|1391637;2026-06-16\|11.76\|3.52\|11.22\|11.85\|11.00\|1816035;2026-06-17\|11.49\|-2.30\|11.74\|12.03\|11.42\|1477217;2026-06-18\|11.10\|-3.39\|11.42\|11.57\|11.04\|1179274;2026-06-22\|11.26\|1.44\|10.75\|11.28\|10.55\|1230840;2026-06-23\|10.90\|-3.20\|11.26\|11.27\|10.85\|835904;2026-06-24\|11.18\|2.57\|10.92\|11.29\|10.35\|1168337;2026-06-25\|10.57\|-5.46\|11.01\|11.24\|10.48\|999119;2026-06-26\|9.74\|-7.85\|10.52\|10.55\|9.70\|1086172;2026-06-29\|9.69\|-0.51\|9.77\|9.87\|9.46\|758075;2026-06-30\|10.01\|3.30\|9.76\|10.06\|9.61\|851498;2026-07-01\|10.14\|1.30\|10.08\|10.25\|9.75\|880784;2026-07-02\|10.14\|0.00\|10.05\|10.52\|10.01\|834206;2026-07-03\|10.17\|0.30\|10.32\|10.35\|9.94\|866262;2026-07-06\|9.88\|-2.85\|10.29\|10.45\|9.84\|933667;2026-07-07\|9.61\|-2.73\|9.97\|10.10\|9.56\|612197;2026-07-08\|8.92\|-7.18\|9.53\|9.59\|8.91\|873657;2026-07-09\|8.63\|-3.25\|8.91\|8.98\|8.34\|943745;2026-07-10\|8.66\|0.35\|8.65\|8.84\|8.45\|719024;2026-07-13\|8.11\|-6.35\|8.63\|8.63\|8.10\|701284;2026-07-14\|8.26\|1.85\|8.12\|8.28\|7.97\|538751;2026-07-15\|8.11\|-1.82\|8.35\|8.35\|8.05\|506471;2026-07-16\|8.01\|-1.23\|8.01\|8.16\|7.93\|519004;2026-07-17\|7.68\|-4.12\|8.03\|8.25\|7.68\|746971
102945	电池级碳酸锂价格持续上涨	锂矿+锂电池负极材料+一季报增长行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年3月24日年报，公司主营业务为锂矿采选，拥有国内持续在产的锂辉石大型矿山——康定市甲基卡锂辉石矿134号脉采矿权，具备资源储备和成本竞争优势。 2、据2026年4月28日公告，公司2026年一季度实现营业收入3.76亿元，同比增长295.77%；归母净利润2.78亿元，同比增长1296.26%。 3、据2026年3月24日公告，公司拟投资建设锂电池负极材料项目，已通过董事会审议，旨在进一步完善锂电池材料上下游产业链规划，打造链条化的新能源产业格局。	国内锂电材料全产业链领军企业；一季度净利润同比增长1296.26%	2026-03-10\|57.06\|2.63\|56.05\|57.82\|56.05\|106685;2026-03-11\|57.36\|0.53\|56.98\|58.13\|56.01\|139631;2026-03-12\|56.70\|-1.15\|57.24\|57.75\|56.00\|85646;2026-03-13\|57.10\|0.71\|57.36\|60.22\|56.80\|153480;2026-03-16\|57.92\|1.44\|57.38\|58.16\|55.68\|137972;2026-03-17\|56.69\|-2.12\|58.00\|58.85\|56.61\|116208;2026-03-18\|55.70\|-1.75\|56.87\|57.22\|54.80\|86971;2026-03-19\|52.32\|-6.07\|54.87\|55.06\|51.90\|116793;2026-03-20\|53.08\|1.45\|53.00\|56.15\|52.21\|155222;2026-03-23\|53.27\|0.36\|51.99\|55.98\|51.90\|150373;2026-03-24\|58.60\|10.01\|57.41\|58.60\|56.66\|294520;2026-03-25\|64.46\|10.00\|63.00\|64.46\|62.60\|381633;2026-03-26\|70.91\|10.01\|67.06\|70.91\|65.62\|406672;2026-03-27\|78.00\|10.00\|73.33\|78.00\|72.72\|421223;2026-03-30\|81.98\|5.10\|83.35\|84.44\|80.03\|630410;2026-03-31\|76.28\|-6.95\|82.24\|82.80\|75.60\|520137;2026-04-01\|70.63\|-7.41\|75.00\|75.71\|70.25\|445671;2026-04-02\|72.32\|2.39\|70.67\|75.55\|69.11\|450096;2026-04-03\|71.29\|-1.42\|73.20\|73.40\|67.63\|328106;2026-04-07\|71.28\|-0.01\|71.43\|72.98\|70.07\|228881;2026-04-08\|71.68\|0.56\|69.92\|71.72\|68.00\|295555;2026-04-09\|73.05\|1.91\|71.96\|75.78\|69.50\|391695;2026-04-10\|73.17\|0.16\|73.00\|76.00\|71.88\|441340;2026-04-13\|78.32\|7.04\|72.93\|79.74\|72.69\|476565;2026-04-14\|79.50\|1.51\|77.54\|79.74\|76.35\|354159;2026-04-15\|75.28\|-5.31\|79.80\|80.15\|74.62\|340047;2026-04-16\|80.02\|6.30\|76.29\|81.80\|75.00\|371898;2026-04-17\|84.55\|5.66\|80.06\|88.02\|80.06\|409226;2026-04-20\|82.33\|-2.63\|85.14\|87.58\|81.50\|303919;2026-04-21\|80.67\|-2.02\|82.65\|84.88\|80.08\|333064;2026-04-22\|81.55\|1.09\|80.15\|82.00\|79.18\|241432;2026-04-23\|78.44\|-3.81\|81.35\|81.44\|77.56\|220384;2026-04-24\|86.28\|9.99\|78.97\|86.28\|78.00\|296814;2026-04-27\|90.42\|4.80\|89.03\|94.79\|88.39\|419317;2026-04-28\|90.26\|-0.18\|90.93\|93.00\|87.01\|340130;2026-04-29\|99.29\|10.00\|90.44\|99.29\|88.88\|399813;2026-04-30\|109.22\|10.00\|103.85\|109.22\|102.10\|338496;2026-05-06\|111.18\|1.79\|115.00\|115.00\|107.31\|475728;2026-05-07\|105.10\|-5.47\|111.18\|111.18\|103.08\|413040;2026-05-08\|99.10\|-5.71\|105.80\|108.66\|98.82\|438136;2026-05-11\|102.07\|3.00\|99.96\|102.07\|97.68\|396742;2026-05-12\|100.62\|-1.42\|101.63\|102.00\|96.68\|355596;2026-05-13\|97.50\|-3.10\|99.01\|102.78\|96.70\|331689;2026-05-14\|93.04\|-4.57\|96.50\|98.20\|93.04\|293120;2026-05-15\|91.66\|-1.48\|92.72\|95.27\|90.86\|286393;2026-05-18\|91.08\|-0.63\|90.99\|93.19\|89.49\|205171;2026-05-19\|87.85\|-3.55\|90.06\|90.70\|86.61\|208910;2026-05-20\|90.42\|2.93\|86.66\|91.79\|86.00\|299083;2026-05-21\|85.79\|-5.12\|90.40\|91.27\|85.66\|236770;2026-05-22\|85.54\|-0.29\|85.94\|87.00\|83.56\|179852;2026-05-25\|84.33\|-1.41\|86.16\|87.50\|83.88\|190044;2026-05-26\|83.10\|-1.46\|82.34\|84.50\|80.53\|199849;2026-05-27\|82.84\|-0.31\|83.00\|87.20\|82.01\|260109;2026-05-28\|81.81\|-1.24\|84.00\|85.60\|79.28\|190473;2026-05-29\|81.10\|-0.87\|82.30\|84.81\|80.30\|204932;2026-06-01\|81.52\|0.52\|80.05\|83.86\|79.50\|175071;2026-06-02\|80.34\|-1.45\|81.05\|81.79\|77.40\|179191;2026-06-03\|79.06\|-1.59\|79.30\|80.83\|78.28\|164962;2026-06-04\|76.10\|-3.74\|78.40\|78.70\|75.82\|181031;2026-06-05\|76.79\|0.91\|75.90\|79.50\|73.28\|225294;2026-06-08\|74.10\|-3.50\|75.19\|78.85\|72.59\|174009;2026-06-09\|78.89\|6.46\|75.43\|79.87\|74.30\|243363;2026-06-10\|79.19\|0.38\|79.08\|81.50\|77.85\|267062;2026-06-11\|83.55\|5.51\|79.19\|85.50\|78.01\|379011;2026-06-12\|89.74\|7.41\|83.66\|91.67\|82.50\|462704;2026-06-15\|90.90\|1.29\|90.00\|92.15\|86.00\|418473;2026-06-16\|88.13\|-3.05\|88.45\|91.00\|87.02\|301955;2026-06-17\|89.17\|1.18\|87.99\|92.56\|87.07\|290473;2026-06-18\|87.09\|-2.33\|86.20\|90.86\|85.20\|287307;2026-06-22\|89.88\|3.20\|82.55\|90.34\|79.00\|364580;2026-06-23\|84.90\|-5.54\|88.00\|89.52\|84.44\|218878;2026-06-24\|93.39\|10.00\|84.92\|93.39\|82.89\|305257;2026-06-25\|91.90\|-1.60\|96.11\|98.04\|91.51\|360585;2026-06-26\|82.71\|-10.00\|91.90\|92.98\|82.71\|307236;2026-06-29\|85.09\|2.88\|81.00\|86.90\|77.34\|301631;2026-06-30\|89.40\|5.07\|85.09\|91.81\|83.52\|271228;2026-07-01\|94.16\|5.32\|89.40\|95.73\|85.80\|358518;2026-07-02\|90.35\|-4.05\|93.77\|94.89\|90.00\|231703;2026-07-03\|91.59\|1.62\|93.34\|95.86\|90.10\|289870;2026-07-06\|94.40\|3.07\|89.00\|98.50\|87.80\|305350;2026-07-07\|97.60\|3.39\|97.97\|101.00\|96.10\|341911;2026-07-08\|87.84\|-10.00\|95.76\|96.57\|87.84\|263767;2026-07-09\|79.06\|-10.00\|82.00\|84.00\|79.06\|129508;2026-07-10\|71.15\|-10.01\|74.00\|74.88\|71.15\|369727;2026-07-13\|72.40\|1.76\|72.70\|73.06\|68.74\|310173;2026-07-14\|70.48\|-2.65\|71.01\|72.00\|67.00\|264776;2026-07-15\|66.42\|-5.76\|70.83\|71.92\|66.39\|239572;2026-07-16\|66.99\|0.86\|65.70\|69.06\|63.95\|263107;2026-07-17\|62.30\|-7.00\|66.00\|68.19\|62.04\|230520
102944	电池级碳酸锂价格持续上涨	一季报大增+锂电隔膜+广东国资行业原因： 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，公司营收13.34亿元、同比增160.46%，归母净利5.56亿元、同比增2694.74%，主因2月起并表金力新能源，锂电池隔膜业务形成新增长点。 2、据2026年3月5日机构调研，金力新能源2024年超薄高强隔膜市占率63%，中国湿法隔膜行业排名第二，已与宁德时代、比亚迪、国轩高科等建立稳定供货关系。 3、据2025年年度报告，公司控股股东为广东省广新控股集团，最终控制人为广东省人民政府，具备广东国资背景。	控股子公司金力新能源2024年超薄高强隔膜市占率63%，中国湿法隔膜行业排名第二，已与宁德时代、比亚迪、国轩高科等建立稳定供货关系；一季度净利润激增26倍	2026-03-10\|14.82\|2.21\|14.63\|15.17\|14.50\|768694;2026-03-11\|15.90\|7.29\|14.78\|16.03\|14.63\|1076930;2026-03-12\|16.63\|4.59\|16.09\|17.04\|15.75\|943218;2026-03-13\|17.12\|2.95\|16.80\|17.80\|16.72\|909531;2026-03-16\|16.91\|-1.23\|16.77\|17.50\|16.67\|838804;2026-03-17\|16.09\|-4.85\|16.90\|17.16\|16.01\|845609;2026-03-18\|15.82\|-1.68\|16.10\|16.39\|15.42\|665353;2026-03-19\|14.98\|-5.31\|15.81\|15.82\|14.80\|571606;2026-03-20\|15.73\|5.01\|15.08\|16.17\|14.91\|870522;2026-03-23\|16.40\|4.26\|15.50\|17.28\|15.40\|941657;2026-03-24\|16.52\|0.73\|16.58\|16.87\|15.84\|581297;2026-03-25\|17.03\|3.09\|16.55\|17.44\|16.01\|747661;2026-03-26\|18.46\|8.40\|17.03\|18.73\|16.91\|880220;2026-03-27\|19.59\|6.12\|17.91\|19.75\|17.71\|1283115;2026-03-30\|19.15\|-2.25\|18.98\|19.47\|18.53\|868675;2026-03-31\|18.30\|-4.44\|19.09\|19.15\|18.10\|695043;2026-04-01\|17.96\|-1.86\|18.61\|18.67\|17.88\|595375;2026-04-02\|17.59\|-2.06\|17.90\|18.19\|17.28\|510631;2026-04-03\|17.37\|-1.25\|17.41\|17.75\|16.89\|484494;2026-04-07\|17.65\|1.61\|17.60\|17.92\|16.86\|623409;2026-04-08\|17.89\|1.36\|17.66\|18.17\|17.05\|758883;2026-04-09\|17.41\|-2.68\|17.53\|17.94\|17.12\|503923;2026-04-10\|18.12\|4.08\|17.53\|18.18\|17.14\|779654;2026-04-13\|19.36\|6.84\|17.94\|19.51\|17.83\|632465;2026-04-14\|18.88\|-2.48\|19.09\|19.23\|18.30\|572174;2026-04-15\|18.12\|-4.03\|19.00\|20.71\|18.00\|1547845;2026-04-16\|17.29\|-4.58\|17.55\|18.01\|16.87\|1096441;2026-04-17\|18.42\|6.54\|17.27\|18.89\|17.11\|1134118;2026-04-20\|18.04\|-2.06\|18.01\|18.35\|17.47\|862511;2026-04-21\|17.77\|-1.50\|18.01\|18.46\|17.40\|735552;2026-04-22\|18.21\|2.48\|17.61\|18.34\|17.51\|749662;2026-04-23\|17.26\|-5.22\|18.34\|18.38\|17.25\|645521;2026-04-24\|18.99\|10.02\|17.10\|18.99\|16.80\|1002584;2026-04-27\|19.72\|3.84\|19.10\|20.20\|19.08\|872102;2026-04-28\|19.35\|-1.88\|19.63\|19.80\|19.17\|574656;2026-04-29\|21.29\|10.03\|19.34\|21.29\|18.30\|1170756;2026-04-30\|20.99\|-1.41\|22.10\|22.25\|20.60\|1069806;2026-05-06\|21.25\|1.24\|21.06\|21.46\|20.66\|926682;2026-05-07\|20.89\|-1.69\|21.27\|21.34\|20.35\|752916;2026-05-08\|19.88\|-4.83\|20.69\|21.01\|19.80\|760884;2026-05-11\|20.39\|2.57\|19.99\|20.48\|19.52\|653909;2026-05-12\|20.06\|-1.62\|20.21\|20.33\|19.38\|621541;2026-05-13\|19.59\|-2.34\|19.80\|19.92\|19.40\|579081;2026-05-14\|17.63\|-10.01\|19.10\|19.24\|17.63\|1009631;2026-05-15\|16.97\|-3.74\|17.63\|17.76\|16.57\|861545;2026-05-18\|16.52\|-2.65\|16.73\|16.80\|16.21\|563837;2026-05-19\|16.71\|1.15\|16.41\|16.96\|15.99\|621367;2026-05-20\|17.14\|2.57\|16.52\|17.42\|16.42\|612542;2026-05-21\|15.44\|-9.92\|17.15\|17.35\|15.43\|993906;2026-05-22\|15.30\|-0.91\|15.27\|15.45\|14.76\|660837;2026-05-25\|15.01\|-1.90\|15.20\|15.24\|14.82\|606152;2026-05-26\|14.98\|-0.20\|14.98\|15.20\|14.44\|534041;2026-05-27\|15.03\|0.33\|14.86\|15.50\|14.80\|616548;2026-05-28\|15.29\|1.73\|15.04\|15.45\|14.98\|559262;2026-05-29\|14.76\|-3.47\|15.32\|15.34\|14.65\|475467;2026-06-01\|14.72\|-0.27\|14.68\|15.06\|14.53\|441158;2026-06-02\|14.58\|-0.95\|14.70\|14.73\|14.10\|408060;2026-06-03\|14.55\|-0.21\|14.76\|15.25\|14.42\|369849;2026-06-04\|14.15\|-2.75\|14.44\|14.54\|14.12\|366497;2026-06-05\|13.91\|-1.70\|14.14\|14.44\|13.76\|429988;2026-06-08\|13.71\|-1.44\|13.58\|14.15\|13.51\|440792;2026-06-09\|14.53\|5.98\|13.95\|14.62\|13.65\|732352;2026-06-10\|14.06\|-3.17\|14.40\|14.70\|13.95\|431332;2026-06-11\|14.00\|-0.43\|14.07\|14.34\|13.77\|382104;2026-06-12\|15.06\|7.57\|14.07\|15.25\|13.93\|834645;2026-06-15\|15.28\|1.46\|15.18\|15.52\|14.99\|915987;2026-06-16\|16.05\|5.04\|15.50\|16.36\|15.01\|974950;2026-06-17\|15.83\|-1.37\|15.77\|16.35\|15.66\|699139;2026-06-18\|15.31\|-3.28\|15.66\|15.84\|15.15\|685512;2026-06-22\|16.19\|5.75\|15.10\|16.24\|14.54\|888273;2026-06-23\|15.46\|-4.51\|15.92\|16.13\|15.36\|506890;2026-06-24\|15.46\|0.00\|15.30\|15.78\|15.05\|424612;2026-06-25\|14.80\|-4.27\|15.24\|15.43\|14.74\|540646;2026-06-26\|13.83\|-6.55\|14.65\|14.78\|13.83\|539652;2026-06-29\|14.21\|2.75\|13.83\|14.32\|13.68\|401748;2026-06-30\|14.35\|0.99\|14.08\|14.45\|13.93\|318811;2026-07-01\|14.28\|-0.49\|14.35\|14.64\|13.72\|457711;2026-07-02\|14.21\|-0.49\|14.13\|14.73\|14.00\|405873;2026-07-03\|13.76\|-3.17\|14.29\|14.29\|13.76\|394632;2026-07-06\|13.25\|-3.71\|13.60\|13.95\|13.25\|371225;2026-07-07\|14.58\|10.04\|14.14\|14.58\|14.01\|996218;2026-07-08\|13.13\|-9.95\|15.10\|15.25\|13.12\|1120611;2026-07-09\|12.50\|-4.80\|12.90\|13.20\|12.11\|810429;2026-07-10\|12.15\|-2.80\|12.50\|12.73\|12.15\|541544;2026-07-13\|11.68\|-3.87\|12.15\|12.25\|11.52\|411910;2026-07-14\|11.72\|0.34\|11.63\|11.74\|11.36\|303894;2026-07-15\|12.44\|6.14\|12.17\|12.84\|12.06\|691801;2026-07-16\|11.97\|-3.78\|12.03\|12.64\|11.90\|424014;2026-07-17\|11.52\|-3.76\|11.82\|12.05\|11.45\|378624
102943	电池级碳酸锂价格持续上涨	一季报大增+锂电+特钢行业原因： 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28日一季报，公司一季度营收24.29亿元、同比增长35.82%，归母净利润4.89亿元、同比增长155.48%。 2、据2026年4月28日年报，公司依托自有锂矿建成采矿—选矿—电池级碳酸锂一体化产业链，产品获多家锂电正极、电池及整车龙头长期订单。 3、据2026年4月28日年报，公司不锈钢棒线材国内市占率稳居前三，持续开发进口替代特钢材料，形成“特钢新材料+锂电新能源”双主业格局。	公司锂电新能源板块已建成涵盖采矿、选矿、碳酸锂加工三大业务在内的新能源产业链；一季度净利润同比增155.48%	2026-03-10\|70.13\|1.34\|69.66\|70.15\|68.13\|125653;2026-03-11\|74.27\|5.90\|70.00\|76.86\|69.41\|232627;2026-03-12\|71.59\|-3.61\|73.45\|74.00\|70.51\|150567;2026-03-13\|69.81\|-2.49\|71.20\|73.40\|69.75\|118486;2026-03-16\|67.59\|-3.18\|69.47\|70.30\|65.48\|185410;2026-03-17\|65.84\|-2.59\|67.80\|68.79\|65.53\|137273;2026-03-18\|63.49\|-3.57\|66.29\|66.50\|62.52\|147632;2026-03-19\|58.22\|-8.30\|62.52\|62.65\|57.74\|252273;2026-03-20\|61.60\|5.81\|58.79\|64.04\|58.31\|272816;2026-03-23\|64.00\|3.90\|61.00\|65.75\|60.12\|303773;2026-03-24\|69.54\|8.66\|65.50\|70.04\|65.20\|302435;2026-03-25\|72.41\|4.13\|70.86\|73.02\|68.11\|228679;2026-03-26\|73.83\|1.96\|71.89\|75.80\|70.20\|227159;2026-03-27\|81.21\|10.00\|73.89\|81.21\|73.89\|227438;2026-03-30\|80.17\|-1.28\|81.50\|82.88\|78.50\|248810;2026-03-31\|74.82\|-6.67\|78.73\|78.98\|74.43\|227182;2026-04-01\|73.45\|-1.83\|74.70\|75.70\|72.99\|184904;2026-04-02\|73.88\|0.59\|74.45\|76.56\|71.50\|180450;2026-04-03\|72.59\|-1.75\|73.50\|74.94\|71.42\|126055;2026-04-07\|71.86\|-1.01\|72.51\|73.00\|70.93\|106373;2026-04-08\|71.86\|0.00\|71.04\|72.15\|70.04\|204264;2026-04-09\|70.25\|-2.24\|72.83\|72.84\|68.70\|163155;2026-04-10\|71.77\|2.16\|69.78\|74.99\|68.72\|205456;2026-04-13\|75.92\|5.78\|71.77\|77.54\|71.54\|247217;2026-04-14\|77.75\|2.41\|75.52\|77.80\|73.23\|193214;2026-04-15\|75.67\|-2.68\|77.52\|78.18\|75.00\|165400;2026-04-16\|78.90\|4.27\|77.00\|80.10\|75.90\|177190;2026-04-17\|74.83\|-5.16\|79.00\|81.65\|73.90\|262465;2026-04-20\|74.74\|-0.12\|75.48\|78.46\|73.70\|201803;2026-04-21\|73.86\|-1.18\|75.73\|75.99\|73.20\|170225;2026-04-22\|73.15\|-0.96\|73.01\|74.80\|72.38\|166302;2026-04-23\|71.10\|-2.80\|73.00\|74.99\|70.75\|191055;2026-04-24\|78.21\|10.00\|71.00\|78.21\|70.75\|224020;2026-04-27\|81.36\|4.03\|78.50\|82.30\|78.21\|226241;2026-04-28\|76.18\|-6.37\|77.70\|77.70\|73.50\|267993;2026-04-29\|83.80\|10.00\|76.22\|83.80\|76.22\|201033;2026-04-30\|87.24\|4.11\|85.75\|89.80\|85.35\|303962;2026-05-06\|88.39\|1.32\|87.48\|89.88\|85.00\|268053;2026-05-07\|82.94\|-6.17\|88.00\|88.66\|80.76\|346297;2026-05-08\|79.65\|-3.97\|82.40\|85.42\|79.49\|230605;2026-05-11\|79.63\|-0.03\|79.00\|81.46\|78.03\|226209;2026-05-12\|78.49\|-1.43\|80.00\|80.40\|76.26\|214338;2026-05-13\|75.90\|-3.30\|78.49\|79.10\|74.60\|274193;2026-05-14\|73.63\|-2.99\|75.50\|76.67\|73.58\|172666;2026-05-15\|72.64\|-1.34\|73.60\|75.33\|72.14\|185926;2026-05-18\|74.30\|2.29\|72.30\|75.51\|71.40\|195146;2026-05-19\|71.18\|-4.20\|73.00\|73.51\|69.20\|199044;2026-05-20\|71.45\|0.38\|69.98\|72.51\|68.57\|199150;2026-05-21\|67.85\|-5.04\|71.91\|72.35\|67.82\|149365;2026-05-22\|67.90\|0.07\|67.85\|68.20\|66.90\|125558;2026-05-25\|66.42\|-2.18\|68.17\|68.60\|65.93\|164911;2026-05-26\|66.72\|0.45\|66.03\|67.12\|64.01\|154591;2026-05-27\|64.15\|-3.85\|66.29\|67.88\|63.80\|140275;2026-05-28\|63.28\|-1.36\|64.55\|66.09\|61.40\|134110;2026-05-29\|62.46\|-0.68\|63.40\|64.64\|62.05\|161100;2026-06-01\|61.80\|-1.06\|62.61\|63.05\|61.31\|107111;2026-06-02\|60.69\|-1.80\|61.80\|61.86\|59.26\|112946;2026-06-03\|61.05\|0.59\|60.69\|61.97\|59.52\|108790;2026-06-04\|60.00\|-1.72\|60.56\|61.75\|59.44\|129007;2026-06-05\|58.95\|-1.75\|59.92\|60.60\|58.27\|145071;2026-06-08\|55.95\|-5.09\|57.87\|59.63\|54.82\|149522;2026-06-09\|60.54\|8.20\|56.50\|61.39\|55.88\|208889;2026-06-10\|59.88\|-1.09\|60.39\|63.56\|59.57\|234711;2026-06-11\|62.83\|4.93\|59.70\|64.84\|59.24\|302845;2026-06-12\|65.49\|4.23\|63.50\|67.02\|62.18\|282349;2026-06-15\|65.40\|-0.14\|66.99\|67.10\|62.80\|314905;2026-06-16\|62.85\|-3.90\|64.49\|64.64\|62.51\|228096;2026-06-17\|61.92\|-1.48\|62.84\|63.76\|61.65\|170298;2026-06-18\|61.15\|-1.24\|61.17\|62.60\|60.25\|153835;2026-06-22\|61.47\|0.52\|58.00\|61.77\|56.88\|257965;2026-06-23\|59.28\|-3.56\|60.86\|62.38\|58.88\|190009;2026-06-24\|64.21\|8.32\|59.00\|65.02\|57.52\|322081;2026-06-25\|60.48\|-5.81\|63.86\|64.86\|60.26\|220279;2026-06-26\|56.53\|-6.53\|60.41\|61.20\|56.30\|197795;2026-06-29\|56.56\|0.05\|56.68\|57.17\|53.91\|162885;2026-06-30\|56.64\|0.14\|56.00\|59.66\|55.12\|209552;2026-07-01\|58.89\|3.97\|56.65\|59.50\|54.00\|267186;2026-07-02\|62.45\|6.05\|58.62\|63.63\|57.33\|317425;2026-07-03\|60.27\|-3.49\|64.00\|64.60\|59.13\|302888;2026-07-06\|57.98\|-3.80\|60.00\|61.80\|57.85\|196419;2026-07-07\|58.83\|1.47\|57.63\|62.39\|57.63\|257720;2026-07-08\|53.24\|-9.50\|58.02\|58.50\|53.00\|255674;2026-07-09\|50.77\|-4.64\|53.14\|53.58\|48.70\|267498;2026-07-10\|48.26\|-4.94\|49.98\|50.66\|48.20\|212220;2026-07-13\|46.09\|-4.50\|48.00\|48.35\|45.98\|160229;2026-07-14\|46.15\|0.13\|46.19\|46.50\|44.75\|183505;2026-07-15\|44.90\|-2.71\|46.26\|46.50\|44.76\|149624;2026-07-16\|44.26\|-1.43\|44.37\|45.30\|43.95\|127623;2026-07-17\|42.54\|-3.89\|44.17\|44.95\|42.50\|150656
102942	电池级碳酸锂价格持续上涨	锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力；一季度净利润同比扭亏为盈	2026-03-10\|11.23\|-0.62\|11.38\|11.49\|11.16\|158103;2026-03-11\|11.25\|0.18\|11.19\|11.48\|11.14\|216095;2026-03-12\|11.16\|-0.80\|11.24\|11.37\|11.07\|151308;2026-03-13\|10.99\|-1.52\|11.10\|11.48\|10.97\|193180;2026-03-16\|10.90\|-0.82\|10.90\|11.08\|10.65\|176710;2026-03-17\|10.63\|-2.48\|11.00\|11.05\|10.61\|115466;2026-03-18\|10.59\|-0.38\|10.62\|10.65\|10.39\|96704;2026-03-19\|10.12\|-4.44\|10.48\|10.48\|10.06\|172097;2026-03-20\|9.97\|-1.48\|10.12\|10.44\|9.85\|198634;2026-03-23\|10.13\|1.60\|9.70\|10.64\|9.55\|296504;2026-03-24\|10.33\|1.97\|10.34\|10.48\|9.95\|174192;2026-03-25\|10.56\|2.23\|10.41\|10.58\|10.23\|186003;2026-03-26\|10.65\|0.85\|10.43\|10.87\|10.43\|200909;2026-03-27\|11.72\|10.05\|10.46\|11.72\|10.41\|477238;2026-03-30\|11.63\|-0.77\|11.85\|11.88\|11.48\|474368;2026-03-31\|11.29\|-2.92\|11.49\|11.64\|11.28\|302465;2026-04-01\|11.17\|-1.06\|11.47\|11.59\|11.09\|213786;2026-04-02\|11.42\|2.24\|11.15\|11.67\|10.89\|422603;2026-04-03\|10.90\|-4.55\|11.37\|11.57\|10.74\|277481;2026-04-07\|11.36\|4.22\|11.16\|11.66\|11.05\|304610;2026-04-08\|11.59\|2.02\|11.50\|11.60\|11.24\|339636;2026-04-09\|11.74\|1.29\|11.59\|11.93\|11.25\|434437;2026-04-10\|11.80\|0.51\|11.76\|12.06\|11.66\|431265;2026-04-13\|11.94\|1.19\|11.80\|12.04\|11.56\|427711;2026-04-14\|12.76\|6.87\|12.00\|13.10\|11.84\|737914;2026-04-15\|12.05\|-5.56\|12.80\|12.86\|12.02\|491871;2026-04-16\|12.97\|7.63\|12.05\|13.26\|12.05\|893141;2026-04-17\|12.85\|-0.93\|13.09\|13.49\|12.80\|672188;2026-04-20\|12.70\|-1.17\|12.85\|13.20\|12.61\|383599;2026-04-21\|13.48\|6.14\|12.85\|13.97\|12.42\|894819;2026-04-22\|13.35\|-0.96\|13.38\|14.00\|13.24\|625835;2026-04-23\|13.52\|1.27\|13.25\|13.92\|12.79\|593888;2026-04-24\|14.35\|6.14\|13.35\|14.71\|13.30\|719738;2026-04-27\|14.57\|1.53\|14.36\|14.66\|14.00\|655421;2026-04-28\|16.03\|10.02\|15.50\|16.03\|15.38\|552466;2026-04-29\|17.63\|9.98\|15.92\|17.63\|15.73\|615455;2026-04-30\|19.39\|9.98\|19.39\|19.39\|19.39\|86903;2026-05-06\|21.33\|10.01\|21.33\|21.33\|21.33\|76378;2026-05-07\|22.58\|5.86\|23.35\|23.46\|21.00\|1656714;2026-05-08\|23.99\|6.24\|22.97\|24.84\|22.90\|1469766;2026-05-11\|24.56\|2.38\|23.00\|25.52\|23.00\|1333453;2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998;2026-07-13\|14.99\|-7.58\|15.98\|16.06\|14.85\|471419;2026-07-14\|15.39\|2.67\|14.98\|15.45\|14.63\|419700;2026-07-15\|14.26\|-7.34\|15.08\|15.31\|14.13\|511612;2026-07-16\|13.69\|-4.00\|14.00\|14.30\|13.57\|458676;2026-07-17\|12.88\|-5.92\|13.70\|13.97\|12.81\|437454
102941	电池级碳酸锂价格持续上涨	电池铝箔+锂电池概念+扭亏为盈行业原因：美伊局势缓和推升有色及贵金属价格。据央视新闻，当地时间5月5日傍晚，美国总统特朗普在社交媒体上发文表示，美国在与伊朗达成一项全面且最终的协议方面已取得重大进展，双方现已达成共识。公司原因： 1、据2026年4月29日一季报，公司一季度归母净利润2589.99万元，同比扭亏为盈，营收5.27亿元，同比增长28.36%。 2、据2026年4月25日年报，安徽丽岛“年产8.6万吨新能源电池集流体材料项目”已投产并进入产能爬坡，电池箔产品已切入多家新能源企业供应链。 3、据2026年3月18日公告，安徽丽岛拟再投2.8亿元扩建电池铝箔产能，建设期10个月，投产后将提升市场占有率。	全资子公司丽岛新能源主要产品为铝带、箔材产品等，是利用铝箔等的良好导电性，用作锂电池的集流体材料；一季度净利润同比增长311.32%	2026-03-10\|13.01\|1.72\|12.90\|13.05\|12.89\|25031;2026-03-11\|13.03\|0.15\|13.11\|13.18\|12.90\|32459;2026-03-12\|12.98\|-0.38\|13.06\|13.22\|12.93\|25115;2026-03-13\|13.46\|3.70\|13.01\|13.80\|12.90\|65629;2026-03-16\|13.28\|-1.34\|13.07\|13.70\|13.07\|85204;2026-03-17\|12.81\|-3.54\|13.26\|13.55\|12.80\|56546;2026-03-18\|12.68\|-1.01\|12.95\|13.00\|12.51\|42629;2026-03-19\|12.24\|-3.47\|12.66\|12.87\|12.16\|46509;2026-03-20\|11.72\|-4.25\|12.24\|12.47\|11.63\|53283;2026-03-23\|11.19\|-4.52\|11.72\|11.85\|11.10\|69109;2026-03-24\|12.31\|10.01\|11.44\|12.31\|11.20\|62300;2026-03-25\|13.02\|5.77\|12.91\|13.54\|12.80\|193301;2026-03-26\|14.32\|9.98\|13.18\|14.32\|13.15\|158820;2026-03-27\|13.86\|-3.21\|13.66\|13.98\|13.15\|256573;2026-03-30\|14.58\|5.19\|14.14\|15.03\|13.51\|326955;2026-03-31\|13.88\|-4.80\|14.24\|14.50\|13.85\|190148;2026-04-01\|15.27\|10.01\|13.90\|15.27\|13.90\|168787;2026-04-02\|14.77\|-3.27\|15.27\|15.27\|14.21\|216493;2026-04-03\|14.44\|-2.23\|14.70\|14.85\|14.20\|128216;2026-04-07\|14.29\|-1.04\|14.44\|14.55\|13.82\|115501;2026-04-08\|14.75\|3.22\|14.40\|15.24\|14.38\|161395;2026-04-09\|14.38\|-2.51\|14.52\|14.70\|14.21\|105626;2026-04-10\|14.45\|0.49\|14.51\|14.80\|14.00\|89463;2026-04-13\|14.08\|-2.56\|14.16\|14.44\|13.97\|88685;2026-04-14\|14.18\|0.71\|14.08\|14.30\|13.76\|83409;2026-04-15\|13.91\|-1.90\|14.28\|14.45\|13.80\|72856;2026-04-16\|14.18\|1.94\|13.98\|14.25\|13.80\|68317;2026-04-17\|13.77\|-2.89\|14.24\|14.78\|13.69\|113288;2026-04-20\|13.03\|-5.37\|13.39\|13.70\|12.86\|124950;2026-04-21\|12.64\|-2.99\|13.09\|13.10\|12.55\|75159;2026-04-22\|12.55\|-0.71\|12.48\|13.08\|12.42\|73560;2026-04-23\|12.59\|0.32\|12.50\|12.85\|12.13\|86134;2026-04-24\|13.85\|10.01\|12.58\|13.85\|12.45\|109808;2026-04-27\|12.47\|-9.96\|13.62\|13.62\|12.47\|112530;2026-04-28\|12.60\|1.04\|12.29\|13.59\|12.29\|146219;2026-04-29\|13.86\|10.00\|13.22\|13.86\|13.22\|121699;2026-04-30\|15.25\|10.03\|14.14\|15.25\|14.03\|240648;2026-05-06\|16.78\|10.03\|15.77\|16.78\|15.77\|103904;2026-05-07\|17.16\|2.26\|17.21\|18.46\|15.79\|455125;2026-05-08\|18.88\|10.02\|16.94\|18.88\|16.64\|400947;2026-05-11\|17.88\|-5.30\|18.59\|18.68\|17.15\|356942;2026-05-12\|16.81\|-5.98\|17.23\|17.36\|16.62\|235909;2026-05-13\|16.82\|0.06\|16.70\|17.09\|16.52\|189798;2026-05-14\|16.20\|-3.69\|16.56\|16.98\|16.11\|174303;2026-05-15\|15.88\|-1.98\|16.01\|16.37\|15.72\|133195;2026-05-18\|15.71\|-1.07\|15.60\|15.83\|15.47\|96130;2026-05-19\|15.58\|-0.83\|15.71\|15.89\|15.04\|120640;2026-05-20\|15.71\|0.83\|15.40\|16.13\|15.39\|122338;2026-05-21\|14.86\|-5.41\|15.58\|15.78\|14.81\|112040;2026-05-22\|15.40\|3.63\|14.96\|15.52\|14.80\|99531;2026-05-25\|15.09\|-2.01\|15.45\|15.71\|14.80\|78295;2026-05-26\|14.97\|-0.80\|14.91\|15.09\|14.50\|86973;2026-05-27\|14.54\|-2.87\|14.85\|14.89\|14.44\|59761;2026-05-28\|14.86\|2.20\|14.36\|15.00\|14.36\|80286;2026-05-29\|14.43\|-2.89\|14.82\|15.30\|14.40\|81279;2026-06-01\|15.04\|4.23\|14.32\|15.33\|14.30\|94172;2026-06-02\|14.97\|-0.47\|14.81\|15.05\|14.43\|82492;2026-06-03\|14.96\|-0.07\|14.81\|15.26\|14.68\|85895;2026-06-04\|14.54\|-2.81\|14.59\|14.80\|14.33\|62042;2026-06-05\|14.37\|-1.17\|14.46\|14.67\|14.03\|68200;2026-06-08\|13.66\|-4.94\|13.70\|14.15\|13.39\|68727;2026-06-09\|13.71\|0.37\|13.83\|13.83\|13.44\|48286;2026-06-10\|13.49\|-1.60\|13.60\|13.65\|13.15\|44169;2026-06-11\|13.35\|-1.04\|13.36\|13.58\|13.09\|43739;2026-06-12\|13.58\|1.72\|13.42\|13.82\|13.20\|57821;2026-06-15\|13.77\|1.40\|13.70\|14.05\|13.57\|54601;2026-06-16\|14.05\|2.03\|13.73\|14.23\|13.50\|54514;2026-06-17\|13.62\|-3.06\|14.01\|14.11\|13.39\|51808;2026-06-18\|13.20\|-3.08\|13.65\|13.66\|13.14\|48236;2026-06-22\|13.37\|1.29\|13.09\|13.43\|12.76\|63790;2026-06-23\|13.72\|2.62\|13.43\|13.92\|13.23\|79981;2026-06-24\|13.79\|0.51\|13.65\|13.95\|13.46\|76805;2026-06-25\|13.93\|1.02\|13.79\|14.13\|13.56\|88493;2026-06-26\|13.66\|-1.94\|13.81\|14.44\|13.63\|100775;2026-06-29\|13.48\|-1.32\|13.54\|13.89\|13.17\|75272;2026-06-30\|14.02\|4.01\|13.47\|14.05\|13.39\|71843;2026-07-01\|14.32\|2.14\|14.05\|14.60\|13.81\|86465;2026-07-02\|14.44\|0.84\|14.20\|14.56\|14.12\|68912;2026-07-03\|14.69\|1.73\|14.28\|14.72\|14.14\|79520;2026-07-06\|14.59\|-0.68\|14.70\|14.88\|14.35\|77233;2026-07-07\|15.23\|4.39\|14.50\|15.70\|13.51\|269846;2026-07-08\|13.71\|-9.98\|13.81\|14.43\|13.71\|90398;2026-07-09\|12.34\|-9.99\|12.56\|12.95\|12.34\|26385;2026-07-10\|11.18\|-9.40\|11.11\|11.78\|11.11\|211132;2026-07-13\|10.18\|-8.94\|10.80\|10.90\|10.06\|143367;2026-07-14\|10.62\|4.32\|10.16\|10.64\|9.95\|102152;2026-07-15\|10.40\|-2.07\|10.63\|10.69\|10.28\|77675;2026-07-16\|10.30\|-0.96\|10.33\|10.56\|10.21\|61607;2026-07-17\|9.88\|-4.08\|10.32\|10.43\|9.80\|70185
102940	电池级碳酸锂价格持续上涨	业绩高增+碳酸锂+盐湖提锂+资产聚焦行业原因： 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23日年报及2026年4月23日一季报，公司2025年营收24.30亿元、净利润5.12亿元，分别同比增长48.22%、123.00%；2026年一季度营收8.48亿元、净利润1.8亿元，分别同比增长47.88%、42.73%，主因塔中矿业产能释放及金属价格上行。 2、据2026年4月23日年报，公司通过控股珠峰香港持股87.5%全资控股阿根廷项目公司，安赫莱斯盐湖拥有205万吨碳酸锂当量资源，正在实施新增2.5万吨/年碳酸锂产能扩建。 3、据2026年4月25日公告，公司拟以7000万美元出售阿根廷托萨公司100%股权，交易完成后将集中资源聚焦安赫莱斯盐湖项目，提升资产质量与运营效率。	公司旗下阿根廷的锂钾公司名下安赫莱斯卤水锂矿锂盐产品开发的扩产项目，该盐湖采矿权的资源储量为204.9万吨碳酸锂当量	2026-03-10\|18.15\|1.79\|18.14\|18.33\|17.96\|290912;2026-03-11\|18.92\|4.24\|18.20\|19.07\|18.11\|576568;2026-03-12\|18.64\|-1.48\|18.80\|18.81\|18.31\|380024;2026-03-13\|18.40\|-1.29\|18.51\|19.29\|18.30\|534849;2026-03-16\|17.67\|-3.97\|18.08\|18.18\|17.25\|537914;2026-03-17\|17.31\|-2.04\|17.67\|18.15\|17.30\|344773;2026-03-18\|16.88\|-2.48\|17.32\|17.42\|16.55\|393606;2026-03-19\|15.70\|-6.99\|16.46\|16.46\|15.60\|526899;2026-03-20\|15.61\|-0.57\|15.70\|16.18\|15.48\|413360;2026-03-23\|14.71\|-5.77\|15.00\|15.55\|14.59\|500331;2026-03-24\|15.65\|6.39\|15.21\|15.68\|14.87\|503456;2026-03-25\|15.81\|1.02\|16.00\|16.20\|15.63\|450118;2026-03-26\|15.89\|0.51\|15.71\|16.45\|15.67\|477275;2026-03-27\|17.48\|10.01\|15.68\|17.48\|15.61\|1040453;2026-03-30\|17.73\|1.43\|17.56\|18.07\|17.51\|908191;2026-03-31\|17.02\|-4.00\|17.65\|17.72\|17.00\|573270;2026-04-01\|16.95\|-0.41\|17.32\|17.38\|16.79\|394570;2026-04-02\|17.16\|1.24\|16.82\|17.58\|16.63\|542992;2026-04-03\|16.51\|-3.79\|17.12\|17.30\|16.46\|363625;2026-04-07\|16.74\|1.39\|16.52\|16.89\|16.26\|326998;2026-04-08\|17.70\|5.73\|17.18\|17.75\|17.11\|490978;2026-04-09\|17.60\|-0.56\|17.44\|17.90\|17.21\|382475;2026-04-10\|17.82\|1.25\|17.69\|18.20\|17.60\|529047;2026-04-13\|18.34\|2.92\|17.72\|18.49\|17.68\|651569;2026-04-14\|19.11\|4.20\|18.55\|19.29\|18.37\|741175;2026-04-15\|18.99\|-0.63\|19.73\|20.21\|18.46\|965201;2026-04-16\|20.51\|8.00\|19.34\|20.58\|19.17\|1211288;2026-04-17\|21.71\|5.85\|20.51\|21.90\|20.50\|1107640;2026-04-20\|21.35\|-1.66\|21.67\|22.20\|21.20\|773541;2026-04-21\|21.29\|-0.28\|21.76\|21.89\|21.13\|672291;2026-04-22\|22.80\|7.09\|21.00\|22.94\|20.70\|1076133;2026-04-23\|20.52\|-10.00\|22.00\|22.00\|20.52\|481302;2026-04-24\|22.57\|9.99\|19.28\|22.57\|19.28\|1823146;2026-04-27\|24.83\|10.01\|22.80\|24.83\|22.80\|1194803;2026-04-28\|25.10\|1.09\|24.92\|26.00\|24.53\|1583821;2026-04-29\|27.61\|10.00\|25.24\|27.61\|24.70\|1367450;2026-04-30\|27.58\|-0.11\|27.93\|28.28\|26.94\|1410287;2026-05-06\|26.48\|-3.99\|27.17\|27.58\|26.17\|1558099;2026-05-07\|25.62\|-3.25\|26.48\|26.50\|24.70\|1325906;2026-05-08\|24.47\|-4.49\|25.60\|26.66\|24.30\|1265983;2026-05-11\|24.14\|-1.35\|24.71\|25.30\|23.97\|915375;2026-05-12\|23.47\|-2.78\|24.44\|24.55\|23.14\|752051;2026-05-13\|22.90\|-2.43\|23.47\|23.65\|22.85\|766193;2026-05-14\|21.76\|-4.98\|22.92\|23.16\|21.71\|749081;2026-05-15\|21.23\|-2.44\|21.60\|22.25\|21.02\|764182;2026-05-18\|21.23\|0.00\|21.04\|21.80\|20.50\|630745;2026-05-19\|20.30\|-4.38\|21.05\|21.18\|20.08\|701288;2026-05-20\|20.59\|1.43\|20.29\|21.09\|19.73\|842976;2026-05-21\|19.93\|-3.21\|20.73\|21.08\|19.91\|605978;2026-05-22\|20.46\|2.66\|20.23\|20.50\|19.75\|483302;2026-05-25\|19.77\|-3.37\|20.50\|20.64\|19.66\|546994;2026-05-26\|19.68\|-0.46\|19.50\|19.88\|18.92\|569019;2026-05-27\|18.82\|-4.37\|19.58\|19.80\|18.69\|481788;2026-05-28\|18.62\|-1.06\|18.88\|19.15\|18.12\|441667;2026-05-29\|18.15\|-2.52\|18.79\|18.98\|18.00\|452613;2026-06-01\|17.88\|-1.49\|18.15\|18.40\|17.84\|355645;2026-06-02\|17.81\|-0.39\|18.06\|18.10\|17.05\|469686;2026-06-03\|17.81\|0.00\|17.65\|18.25\|17.55\|420210;2026-06-04\|17.20\|-3.42\|17.55\|17.60\|16.94\|515866;2026-06-05\|17.00\|-1.16\|17.20\|17.70\|16.61\|525483;2026-06-08\|16.09\|-5.35\|16.69\|17.26\|15.71\|536205;2026-06-09\|16.56\|2.92\|16.25\|16.68\|15.82\|541638;2026-06-10\|16.63\|0.42\|16.38\|17.45\|16.33\|683145;2026-06-11\|17.20\|3.43\|16.63\|17.80\|16.62\|1077453;2026-06-12\|17.87\|3.90\|17.26\|18.36\|17.20\|1197916;2026-06-15\|17.93\|0.34\|18.00\|18.48\|17.51\|1044517;2026-06-16\|18.43\|2.79\|17.83\|18.75\|17.39\|999627;2026-06-17\|17.91\|-2.82\|18.35\|18.52\|17.74\|757405;2026-06-18\|17.42\|-2.74\|17.75\|18.05\|17.28\|648421;2026-06-22\|18.41\|5.68\|17.02\|18.44\|16.74\|950229;2026-06-23\|17.39\|-5.54\|18.50\|18.60\|17.31\|762849;2026-06-24\|17.85\|2.65\|17.25\|18.05\|16.80\|719251;2026-06-25\|16.29\|-8.74\|17.60\|17.69\|16.28\|948145;2026-06-26\|14.84\|-8.90\|16.56\|16.58\|14.76\|889690;2026-06-29\|14.72\|-0.81\|14.70\|15.04\|14.33\|576380;2026-06-30\|15.24\|3.53\|14.60\|15.29\|14.56\|526088;2026-07-01\|15.51\|1.77\|15.30\|15.55\|14.80\|588076;2026-07-02\|15.14\|-2.39\|15.47\|15.60\|15.11\|498541;2026-07-03\|15.04\|-0.66\|15.35\|15.50\|15.02\|434404;2026-07-06\|14.85\|-1.26\|15.08\|15.80\|14.81\|649158;2026-07-07\|14.29\|-3.77\|14.81\|15.03\|14.16\|401600;2026-07-08\|13.50\|-5.53\|14.24\|14.28\|13.50\|477749;2026-07-09\|13.40\|-0.74\|13.49\|13.71\|12.77\|487936;2026-07-10\|13.25\|-1.12\|13.36\|13.68\|13.17\|452242;2026-07-13\|12.49\|-5.74\|13.15\|13.17\|12.40\|449504;2026-07-14\|12.81\|2.56\|12.60\|12.83\|12.26\|389124;2026-07-15\|12.62\|-1.48\|12.84\|12.97\|12.56\|349265;2026-07-16\|12.24\|-2.86\|12.50\|12.62\|12.18\|321680;2026-07-17\|11.61\|-5.15\|12.24\|12.35\|11.60\|433244

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