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
114767	AI数据中心液冷渗透率将提升至40%	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.55\|-2.79\|84.28\|84.70\|81.43\|49311;2026-09-14\|86.30\|3.29\|83.60\|88.88\|82.53\|53246;2026-09-15\|84.90\|-1.62\|85.86\|87.50\|84.62\|28515
114766	SK海力士尝试“以钼代钨”，助力NAND性能提升	PCB铜箔+全产业链铜+ECSA分红+安徽国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系管理信息，控股子公司铜冠铜箔高端产品年产量超2.46万吨，同比大幅增长186%，HVLP等高端铜箔实现首次出口，该业务板块已扭亏为盈。 2、据2025年年度报告，公司是集铜采选、冶炼、加工、贸易为一体的大型全产业链铜生产企业，主要产品涵盖阴极铜、硫酸、黄金、白银、铜箔及铜板带等。公司最终控制人为安徽省人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年5月29日互动易，境外子公司ECSA已向中铁建铜冠实施现金分红，中铁建铜冠向公司派发现金分红人民币20.42亿元，2026年具体分红情况请关注后续公告。	公司是大型全产业链铜生产企业，黄金主要是在铜冶炼过程中作为伴生产品产出	2026-05-12\|6.89\|0.15\|7.00\|7.07\|6.82\|4226099;2026-05-13\|6.98\|1.31\|7.03\|7.20\|6.93\|3935042;2026-05-14\|6.69\|-4.15\|6.91\|7.00\|6.69\|3638247;2026-05-15\|6.22\|-7.03\|6.64\|6.64\|6.20\|4346349;2026-05-18\|6.08\|-2.25\|6.05\|6.11\|5.96\|2854703;2026-05-19\|6.02\|-0.99\|6.08\|6.09\|5.91\|2405440;2026-05-20\|5.92\|-1.66\|5.95\|5.98\|5.77\|2521720;2026-05-21\|5.78\|-2.36\|6.03\|6.11\|5.77\|2709766;2026-05-22\|6.36\|10.03\|5.81\|6.36\|5.75\|4910185;2026-05-25\|6.74\|5.97\|6.50\|6.85\|6.45\|6869013;2026-05-26\|6.83\|1.34\|6.70\|6.88\|6.50\|5106067;2026-05-27\|6.46\|-5.42\|6.77\|6.83\|6.43\|3551125;2026-05-28\|6.75\|4.49\|6.44\|6.84\|6.29\|5117202;2026-05-29\|6.90\|2.22\|6.86\|7.23\|6.85\|7484839;2026-06-01\|6.82\|-1.16\|6.90\|7.05\|6.80\|4149544;2026-06-02\|7.08\|3.81\|7.01\|7.15\|6.86\|5482674;2026-06-03\|7.07\|-0.14\|6.95\|7.30\|6.91\|6519553;2026-06-04\|6.69\|-5.37\|6.85\|6.87\|6.66\|4810775;2026-06-05\|6.49\|-2.99\|6.65\|6.81\|6.45\|3388795;2026-06-08\|5.93\|-7.92\|6.04\|6.23\|5.90\|4411175;2026-06-09\|6.25\|5.40\|6.13\|6.33\|6.01\|4441406;2026-06-10\|6.35\|1.60\|6.12\|6.43\|6.06\|4427973;2026-06-11\|6.45\|1.57\|6.38\|6.63\|6.29\|4041024;2026-06-12\|7.10\|10.08\|6.60\|7.10\|6.55\|6289787;2026-06-15\|7.66\|7.89\|7.30\|7.71\|7.27\|12467210;2026-06-16\|7.57\|-1.17\|7.56\|7.68\|7.38\|8239902;2026-06-17\|7.56\|-0.13\|7.56\|7.70\|7.33\|5992500;2026-06-18\|7.65\|1.19\|7.39\|8.02\|7.38\|8560395;2026-06-22\|7.93\|3.66\|7.75\|7.94\|7.42\|8390157;2026-06-23\|7.14\|-9.96\|7.86\|7.86\|7.14\|6956245;2026-06-24\|6.94\|-2.80\|6.88\|6.99\|6.60\|8128319;2026-06-25\|6.68\|-3.75\|6.74\|6.87\|6.63\|4891447;2026-06-26\|6.22\|-6.89\|6.76\|6.79\|6.19\|5297523;2026-06-29\|6.37\|2.41\|6.24\|6.41\|6.22\|4074871;2026-06-30\|6.36\|-0.16\|6.25\|6.42\|6.15\|3370825;2026-07-01\|6.29\|-1.10\|6.32\|6.48\|6.20\|3630308;2026-07-02\|6.21\|-1.27\|6.32\|6.44\|6.15\|4520819;2026-07-03\|6.47\|4.19\|6.32\|6.59\|6.29\|4911445;2026-07-06\|6.30\|-2.63\|6.47\|6.68\|6.28\|3884741;2026-07-07\|6.08\|-3.49\|6.20\|6.24\|6.04\|2755132;2026-07-08\|6.04\|-0.66\|6.02\|6.15\|5.98\|2015072;2026-07-09\|6.02\|-0.33\|6.00\|6.08\|5.72\|3459696;2026-07-10\|6.10\|1.33\|6.08\|6.29\|6.01\|2970223;2026-07-13\|5.86\|-3.93\|5.98\|5.99\|5.85\|2146662;2026-07-14\|6.19\|5.63\|5.89\|6.24\|5.87\|3395168;2026-07-15\|6.06\|-2.10\|6.19\|6.22\|6.03\|2421443;2026-07-16\|6.05\|-0.17\|5.98\|6.14\|5.96\|1958607;2026-07-17\|5.79\|-4.30\|5.95\|5.96\|5.76\|2744549;2026-07-20\|5.75\|-0.69\|5.81\|5.87\|5.69\|2413207;2026-07-21\|5.98\|4.00\|5.79\|5.98\|5.74\|2645978;2026-07-22\|6.10\|2.01\|6.06\|6.25\|6.01\|3802676;2026-07-23\|6.30\|3.28\|6.10\|6.35\|6.06\|3934198;2026-07-24\|6.01\|-4.60\|6.06\|6.14\|6.00\|2741473;2026-07-27\|6.16\|2.50\|6.09\|6.16\|6.02\|1843719;2026-07-28\|6.08\|-1.30\|6.06\|6.13\|6.03\|1409822;2026-07-29\|6.15\|1.15\|6.09\|6.17\|6.02\|1926908;2026-07-30\|6.09\|-0.98\|6.17\|6.21\|6.05\|1998118;2026-07-31\|6.21\|1.97\|6.19\|6.29\|6.16\|2606663;2026-08-03\|6.23\|0.32\|6.29\|6.35\|6.16\|2420772;2026-08-04\|6.34\|1.77\|6.24\|6.35\|6.20\|2605178;2026-08-05\|6.67\|5.21\|6.43\|6.70\|6.38\|4461139;2026-08-06\|6.57\|-1.50\|6.82\|6.86\|6.48\|4436184;2026-08-07\|6.96\|5.94\|6.58\|6.98\|6.52\|5716327;2026-08-10\|6.90\|-0.86\|6.88\|7.00\|6.78\|3893504;2026-08-11\|6.56\|-4.93\|6.91\|6.97\|6.54\|4521040;2026-08-12\|6.63\|1.07\|6.55\|6.71\|6.55\|2427358;2026-08-13\|6.42\|-3.17\|6.69\|6.70\|6.40\|3020123;2026-08-14\|6.50\|1.25\|6.42\|6.50\|6.36\|2077975;2026-08-17\|6.79\|4.46\|6.78\|6.85\|6.63\|3519690;2026-08-18\|6.68\|-1.62\|6.70\|6.74\|6.59\|2387378;2026-08-19\|6.37\|-4.64\|6.45\|6.50\|6.33\|2653279;2026-08-20\|6.41\|0.63\|6.50\|6.60\|6.36\|2706709;2026-08-21\|6.59\|2.81\|6.39\|6.59\|6.36\|2718575;2026-08-24\|6.63\|0.61\|6.69\|6.71\|6.51\|2715342;2026-08-25\|6.43\|-3.02\|6.60\|6.65\|6.36\|2631474;2026-08-26\|6.75\|4.98\|6.45\|6.80\|6.44\|4852247;2026-08-27\|6.76\|0.15\|6.62\|6.78\|6.60\|3151097;2026-08-28\|6.76\|0.00\|6.78\|6.82\|6.65\|3211189;2026-08-31\|6.67\|-1.33\|6.60\|6.68\|6.45\|2805554;2026-09-01\|6.67\|0.00\|6.78\|6.90\|6.67\|2992218;2026-09-02\|6.46\|-3.15\|6.52\|6.56\|6.40\|2971909;2026-09-03\|6.48\|0.31\|6.51\|6.55\|6.46\|1763412;2026-09-04\|6.39\|-1.39\|6.57\|6.59\|6.37\|2305965;2026-09-07\|6.38\|-0.16\|6.37\|6.40\|6.28\|1483278;2026-09-08\|6.54\|2.51\|6.48\|6.67\|6.46\|3921707;2026-09-09\|6.57\|0.46\|6.59\|6.70\|6.49\|3238758;2026-09-10\|6.50\|-1.07\|6.59\|6.63\|6.47\|2128568;2026-09-11\|6.17\|-5.08\|6.19\|6.21\|6.03\|3643605;2026-09-14\|6.09\|-1.30\|6.05\|6.13\|6.03\|1257580;2026-09-15\|6.02\|-1.15\|6.05\|6.09\|6.01\|1295580
114765	SK海力士尝试“以钼代钨”，助力NAND性能提升	阴极铜龙头+新材料+中期票据行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年3月27日年报及2026年4月29日公告，公司是国内最大的阴极铜供应商，阴极铜产量超过200万吨/年，拥有完整一体化产业链；2026年一季度归母净利润28.18亿元，同比增长44.31%。 2、据2026年3月27日年报，公司特种铜合金导体、钼铼及其合金等新材料产品正加快工艺验证和中试熟化，加速融入低空经济、机器人等未来产业发展。 3、据2026年6月10日公告，公司发布2026年度第二期中期票据并购募集说明书，涉及并购融资安排。 4、据公司公告，公司最终控制人为江西省国有资产监督管理委员会，属于国有企业。	公司为国内最大铜精矿和铜加工厂商，主营业务为铜和黄金的采选、冶炼与加工	2026-05-12\|49.14\|1.80\|49.66\|50.37\|48.82\|830310;2026-05-13\|50.06\|1.87\|50.07\|50.89\|49.72\|740399;2026-05-14\|48.40\|-3.32\|49.81\|51.88\|48.39\|706381;2026-05-15\|46.37\|-4.19\|48.03\|48.10\|45.86\|589999;2026-05-18\|45.44\|-2.01\|44.78\|45.53\|44.20\|458871;2026-05-19\|44.12\|-2.90\|45.11\|45.19\|43.37\|382938;2026-05-20\|44.96\|1.90\|43.20\|45.64\|42.75\|563322;2026-05-21\|43.48\|-3.29\|45.56\|46.32\|43.43\|435985;2026-05-22\|45.28\|4.14\|43.60\|46.01\|43.19\|487025;2026-05-25\|45.03\|-0.55\|46.19\|46.34\|44.70\|396800;2026-05-26\|46.54\|3.35\|44.68\|46.80\|43.90\|595692;2026-05-27\|44.12\|-5.20\|46.53\|46.54\|43.93\|514472;2026-05-28\|43.47\|-1.47\|44.00\|44.00\|42.30\|353298;2026-05-29\|43.50\|0.07\|44.25\|45.20\|43.20\|481312;2026-06-01\|43.16\|-0.78\|43.52\|44.29\|43.05\|337888;2026-06-02\|47.48\|10.01\|44.00\|47.48\|44.00\|840926;2026-06-03\|48.02\|1.14\|48.50\|49.48\|47.43\|1014734;2026-06-04\|46.05\|-4.10\|47.06\|47.70\|45.82\|576324;2026-06-05\|44.36\|-3.67\|45.50\|47.28\|44.04\|642375;2026-06-08\|40.87\|-7.87\|41.95\|42.67\|40.41\|699964;2026-06-09\|41.36\|1.20\|41.41\|41.48\|39.90\|450717;2026-06-10\|40.49\|-2.10\|40.25\|40.90\|39.65\|380350;2026-06-11\|40.14\|-0.86\|40.00\|41.17\|39.59\|409497;2026-06-12\|43.05\|7.25\|41.25\|44.15\|41.11\|914270;2026-06-15\|47.36\|10.01\|44.30\|47.36\|44.00\|923206;2026-06-16\|46.50\|-1.82\|47.32\|48.30\|46.36\|792888;2026-06-17\|48.46\|4.22\|47.00\|48.75\|45.70\|704755;2026-06-18\|53.31\|10.01\|50.00\|53.31\|50.00\|1246057;2026-06-22\|54.86\|2.91\|52.87\|55.17\|50.47\|1604047;2026-06-23\|49.37\|-10.01\|54.00\|54.00\|49.37\|947491;2026-06-24\|47.33\|-4.13\|47.91\|48.49\|46.04\|952812;2026-06-25\|45.43\|-4.01\|45.68\|46.68\|44.89\|716811;2026-06-26\|42.39\|-6.69\|45.39\|46.08\|42.20\|767235;2026-06-29\|44.49\|4.95\|42.30\|44.94\|42.30\|666938;2026-06-30\|43.30\|-2.67\|43.51\|43.90\|42.55\|526664;2026-07-01\|42.78\|-1.20\|42.69\|43.65\|42.36\|526398;2026-07-02\|41.92\|-2.01\|42.99\|43.53\|41.49\|673587;2026-07-03\|43.28\|3.24\|43.35\|44.42\|43.08\|784459;2026-07-06\|41.94\|-3.10\|43.28\|44.79\|41.85\|626934;2026-07-07\|40.74\|-2.86\|41.11\|41.60\|40.60\|362075;2026-07-08\|39.85\|-2.18\|40.37\|40.85\|39.70\|344327;2026-07-09\|40.74\|2.23\|40.90\|41.50\|38.61\|610346;2026-07-10\|42.89\|5.28\|41.29\|43.96\|40.77\|774930;2026-07-13\|40.00\|-6.74\|41.49\|41.49\|40.00\|510548;2026-07-14\|43.85\|9.62\|39.90\|43.91\|39.55\|844400;2026-07-15\|42.28\|-3.58\|43.80\|43.80\|42.03\|542400;2026-07-16\|42.11\|-0.40\|41.28\|43.18\|41.01\|490676;2026-07-17\|39.03\|-5.97\|40.50\|40.68\|38.68\|584734;2026-07-20\|38.62\|-1.05\|39.03\|39.39\|37.46\|523315;2026-07-21\|40.80\|5.64\|39.20\|40.88\|38.80\|585580;2026-07-22\|43.05\|5.51\|41.71\|44.42\|41.71\|985183;2026-07-23\|45.06\|4.67\|43.48\|45.85\|42.51\|912118;2026-07-24\|42.50\|-5.68\|42.73\|43.94\|42.37\|596275;2026-07-27\|43.20\|1.65\|43.20\|43.40\|42.16\|383723;2026-07-28\|42.55\|-1.50\|41.99\|42.99\|41.81\|297282;2026-07-29\|42.85\|0.71\|42.35\|43.28\|41.82\|392750;2026-07-30\|42.14\|-1.66\|43.06\|43.63\|41.70\|408707;2026-07-31\|43.28\|2.71\|43.14\|44.24\|42.72\|551653;2026-08-03\|42.99\|-0.67\|43.49\|43.49\|42.19\|441212;2026-08-04\|44.00\|2.35\|42.99\|44.26\|42.51\|533623;2026-08-05\|46.63\|5.98\|44.55\|46.86\|44.02\|861734;2026-08-06\|46.25\|-0.81\|47.75\|47.85\|45.71\|779235;2026-08-07\|49.58\|7.20\|46.81\|49.98\|46.81\|955324;2026-08-10\|48.74\|-1.69\|49.00\|49.44\|47.80\|753619;2026-08-11\|46.20\|-5.21\|48.83\|49.77\|46.08\|912616;2026-08-12\|46.47\|0.58\|45.88\|47.32\|45.88\|461447;2026-08-13\|44.36\|-4.54\|46.09\|46.94\|44.23\|717046;2026-08-14\|44.61\|0.56\|44.06\|45.13\|43.78\|401003;2026-08-17\|47.72\|6.97\|46.15\|47.74\|45.71\|751705;2026-08-18\|46.60\|-2.35\|46.50\|46.94\|45.86\|566540;2026-08-19\|44.02\|-5.54\|45.01\|45.42\|43.86\|549774;2026-08-20\|44.57\|1.25\|45.30\|46.11\|44.28\|522571;2026-08-21\|45.86\|2.89\|44.86\|46.09\|44.50\|457050;2026-08-24\|45.95\|0.20\|46.73\|46.99\|45.01\|634924;2026-08-25\|44.15\|-3.92\|45.77\|45.77\|43.59\|542380;2026-08-26\|48.57\|10.01\|44.96\|48.57\|44.96\|874585;2026-08-27\|49.20\|1.30\|47.65\|49.47\|47.62\|1260278;2026-08-28\|49.01\|-0.39\|49.62\|49.77\|48.31\|704380;2026-08-31\|48.40\|-1.24\|47.47\|48.46\|46.47\|665248;2026-09-01\|48.08\|-0.66\|49.20\|49.85\|48.00\|729182;2026-09-02\|46.55\|-3.18\|46.70\|47.36\|45.72\|639226;2026-09-03\|46.88\|0.71\|47.00\|47.42\|46.40\|408043;2026-09-04\|45.86\|-2.18\|47.61\|47.77\|45.61\|493280;2026-09-07\|46.02\|0.35\|45.86\|46.19\|45.16\|399128;2026-09-08\|48.53\|5.45\|47.38\|49.41\|47.03\|1153881;2026-09-09\|49.57\|2.14\|49.01\|50.54\|48.15\|1085546;2026-09-10\|49.64\|0.14\|49.57\|50.84\|49.07\|790539;2026-09-11\|45.78\|-7.78\|46.60\|46.75\|44.69\|1146697;2026-09-14\|44.43\|-2.95\|44.68\|45.18\|44.41\|505679;2026-09-15\|42.97\|-3.29\|43.84\|44.30\|42.83\|541869
114764	SK海力士尝试“以钼代钨”，助力NAND性能提升	锡铟龙头+算力金属+竞拍成功+云南国资行业原因： 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6月15日公告，公司成功竞拍赤峰大井子锡业有限公司100%股权，旨在整合国内锡冶炼产能，构建云南、湖南、内蒙古三地联动的锡产业链体系，巩固全球行业龙头优势。 2、据2026年6月22日同花顺快讯，金属锆、小金属板块高开，锡业股份跟涨。 3、据2026年6月10日投资者关系活动记录，AI服务器、数据中心建设爆发式增长带动高端PCB和先进封装用锡焊料需求扩容，公司作为全球锡产销量第一的龙头深度受益；同时，公司是国内最大的原生铟生产基地，光模块速率升级带动磷化铟用铟需求增长，铟价上行对公司业绩有积极影响。 4、据2025年年报，公司最终控制人为云南省人民政府国有资产监督管理委员会，是锡铟行业的世界一流专业领军示范企业。	1、公司从事锡、铜、锌矿的开采、选矿以及锡、铜、锌金属的冶炼和锡的深加工； 2、另外拥有铟资源储量5987吨，铟冶炼产能60吨/年	2026-05-12\|40.70\|-1.48\|42.18\|42.37\|40.32\|761405;2026-05-13\|40.36\|-0.84\|41.00\|41.41\|39.72\|671966;2026-05-14\|38.92\|-3.57\|40.46\|41.71\|38.90\|749139;2026-05-15\|36.52\|-6.17\|38.39\|38.49\|36.13\|805768;2026-05-18\|37.70\|3.23\|35.70\|38.10\|35.35\|613979;2026-05-19\|36.35\|-3.58\|37.32\|37.46\|35.40\|546830;2026-05-20\|36.46\|0.30\|36.01\|36.60\|34.71\|594157;2026-05-21\|36.29\|-0.47\|37.55\|39.37\|36.18\|792394;2026-05-22\|38.01\|4.74\|36.91\|38.59\|36.50\|660435;2026-05-25\|39.84\|4.81\|38.50\|40.44\|38.21\|886193;2026-05-26\|41.74\|4.77\|38.98\|41.87\|38.00\|1083943;2026-05-27\|39.08\|-6.37\|41.51\|42.19\|38.82\|781200;2026-05-28\|38.77\|-0.79\|39.06\|39.17\|37.29\|560552;2026-05-29\|37.50\|-3.28\|39.80\|40.17\|36.86\|626413;2026-06-01\|39.26\|4.69\|38.17\|41.02\|38.09\|982209;2026-06-02\|43.19\|10.01\|40.70\|43.19\|40.54\|1157725;2026-06-03\|43.75\|1.30\|43.83\|44.96\|42.93\|1475661;2026-06-04\|41.84\|-4.37\|43.00\|43.43\|41.61\|942773;2026-06-05\|38.90\|-7.03\|40.52\|41.17\|38.45\|1056061;2026-06-08\|35.01\|-10.00\|36.01\|36.97\|35.01\|1118947;2026-06-09\|35.44\|1.23\|34.88\|35.54\|33.92\|873522;2026-06-10\|33.97\|-4.15\|33.86\|34.45\|33.20\|721668;2026-06-11\|34.86\|2.62\|33.85\|35.62\|33.85\|756369;2026-06-12\|37.65\|8.00\|36.18\|38.35\|35.44\|1390769;2026-06-15\|41.42\|10.01\|38.88\|41.42\|38.70\|1304868;2026-06-16\|41.64\|0.53\|41.69\|43.05\|41.38\|1274227;2026-06-17\|41.43\|-0.50\|41.30\|42.56\|40.62\|909906;2026-06-18\|41.74\|0.75\|41.83\|43.29\|40.70\|1094815;2026-06-22\|45.91\|9.99\|43.84\|45.91\|43.47\|1051655;2026-06-23\|42.45\|-7.54\|48.21\|48.77\|42.01\|1906758;2026-06-24\|46.60\|9.78\|42.03\|46.69\|40.81\|1559792;2026-06-25\|44.42\|-4.68\|45.60\|47.86\|44.13\|1560827;2026-06-26\|42.58\|-4.14\|44.56\|46.70\|42.50\|1256726;2026-06-29\|44.83\|5.28\|43.47\|46.63\|43.12\|1367762;2026-06-30\|42.69\|-4.77\|44.20\|44.38\|41.01\|1286574;2026-07-01\|42.32\|-0.87\|42.70\|44.79\|41.96\|1043432;2026-07-02\|41.21\|-2.62\|41.01\|43.20\|39.60\|864465;2026-07-03\|40.48\|-1.77\|41.21\|42.27\|40.46\|816635;2026-07-06\|40.41\|-0.17\|41.31\|43.00\|40.31\|821054;2026-07-07\|37.31\|-7.67\|39.10\|39.44\|37.04\|859319;2026-07-08\|36.00\|-3.51\|37.32\|37.58\|35.78\|581056;2026-07-09\|37.27\|3.53\|36.08\|37.36\|34.15\|811615;2026-07-10\|36.45\|-2.20\|37.13\|38.30\|36.36\|647540;2026-07-13\|34.18\|-6.23\|35.50\|35.88\|34.05\|509999;2026-07-14\|36.43\|6.58\|33.82\|36.49\|33.43\|612104;2026-07-15\|33.51\|-8.02\|36.01\|36.17\|33.50\|704655;2026-07-16\|31.77\|-5.19\|32.48\|33.27\|31.56\|495394;2026-07-17\|30.01\|-5.54\|31.49\|32.08\|29.85\|542191;2026-07-20\|29.10\|-3.03\|30.77\|31.12\|28.35\|578772;2026-07-21\|31.12\|6.94\|29.24\|31.21\|27.50\|721892;2026-07-22\|31.90\|2.51\|31.39\|32.96\|31.20\|749218;2026-07-23\|32.83\|2.92\|32.15\|33.24\|31.62\|548275;2026-07-24\|30.89\|-5.91\|31.40\|32.12\|30.84\|394047;2026-07-27\|32.58\|5.47\|31.50\|32.60\|31.08\|429031;2026-07-28\|30.92\|-5.10\|31.66\|32.09\|30.67\|428445;2026-07-29\|32.00\|3.49\|30.86\|32.73\|30.54\|524812;2026-07-30\|31.46\|-1.69\|32.06\|32.78\|30.58\|485576;2026-07-31\|34.10\|8.39\|32.90\|34.50\|32.70\|850138;2026-08-03\|34.81\|2.08\|34.40\|35.20\|34.13\|591228;2026-08-04\|36.34\|4.40\|35.05\|36.79\|35.05\|609290;2026-08-05\|38.60\|6.22\|37.37\|38.66\|36.68\|704064;2026-08-06\|39.25\|1.68\|39.30\|40.30\|38.11\|919387;2026-08-07\|40.34\|2.78\|39.23\|40.70\|38.42\|777629;2026-08-10\|40.50\|0.40\|40.30\|40.95\|39.56\|675729;2026-08-11\|38.40\|-5.19\|40.19\|40.40\|38.21\|765021;2026-08-12\|39.24\|2.19\|38.42\|40.07\|38.17\|518873;2026-08-13\|37.67\|-4.00\|39.11\|39.68\|37.61\|554991;2026-08-14\|38.61\|2.50\|37.68\|38.84\|37.37\|384455;2026-08-17\|39.61\|2.59\|39.14\|39.80\|39.14\|491202;2026-08-18\|38.93\|-1.72\|39.24\|40.18\|38.40\|438292;2026-08-19\|36.19\|-7.04\|37.30\|38.10\|36.01\|542664;2026-08-20\|36.95\|2.10\|37.69\|37.80\|36.66\|457151;2026-08-21\|37.10\|0.41\|37.00\|37.56\|36.50\|400130;2026-08-24\|36.03\|-2.88\|37.39\|37.50\|35.24\|561304;2026-08-25\|34.90\|-3.14\|35.46\|35.98\|34.22\|503200;2026-08-26\|35.57\|1.92\|35.02\|36.55\|34.70\|474183;2026-08-27\|36.12\|1.55\|34.97\|36.40\|34.83\|422695;2026-08-28\|36.27\|0.42\|36.25\|36.66\|35.75\|351127;2026-08-31\|36.19\|-0.22\|35.00\|36.20\|34.45\|345272;2026-09-01\|35.47\|-1.99\|37.20\|37.25\|35.40\|327940;2026-09-02\|34.30\|-3.30\|34.41\|34.63\|33.27\|421776;2026-09-03\|34.55\|0.73\|34.69\|34.88\|34.22\|236178;2026-09-04\|33.42\|-3.27\|34.89\|34.99\|33.21\|316510;2026-09-07\|33.98\|1.68\|33.50\|34.06\|33.25\|245780;2026-09-08\|34.34\|1.06\|34.22\|34.95\|33.97\|325695;2026-09-09\|34.92\|1.69\|34.28\|35.28\|34.24\|290195;2026-09-10\|35.10\|0.52\|35.31\|35.58\|34.81\|279716;2026-09-11\|33.37\|-4.93\|33.52\|33.69\|32.33\|403818;2026-09-14\|33.00\|-1.11\|32.59\|33.30\|32.35\|209235;2026-09-15\|32.82\|-0.55\|32.90\|33.28\|32.64\|196425
114763	SK海力士尝试“以钼代钨”，助力NAND性能提升	钨全产业链+一季报增长+福建国资行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年4月24日年报及2026年5月15日投资者活动记录表，公司拥有前端钨矿山采选、中端冶炼及后端硬质合金、钨钼丝材和切削工具等深加工的完整产业链，现有在产三家钨矿企业钨精矿年产量约12,000吨。 2、据2026年4月24日一季报，2026年一季度公司钨钼业务实现利润总额17.63亿元，同比增长238.82%；公司实现归属净利润11.07亿元，同比增加189.14%。 3、据2025年年度报告，公司最终控制人为福建省人民政府国有资产监督管理委员会。	1、公司为国家六大稀土集团之一，完成了对福建省的稀土资源整合；拥有完整的钨产业链，在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞争优势； 2、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力的企业，具备大尺寸ITER级钨材料的精密机加工成型能力，可满足EAST、ITER等不同磁约束聚变装置部件的高标准需求，为ITER等国内外聚变客户提供多款钨产品及部件	2026-05-12\|57.84\|-2.66\|59.67\|59.78\|57.20\|522581;2026-05-13\|58.89\|1.82\|57.40\|59.84\|57.38\|636341;2026-05-14\|55.12\|-6.40\|58.28\|58.30\|55.11\|696027;2026-05-15\|53.40\|-3.12\|55.00\|55.28\|53.11\|527997;2026-05-18\|53.46\|0.11\|52.68\|54.49\|51.99\|397593;2026-05-19\|51.08\|-4.45\|53.46\|53.47\|50.39\|496770;2026-05-20\|50.89\|-0.37\|50.30\|51.73\|49.30\|562870;2026-05-21\|50.16\|-1.43\|51.68\|53.10\|50.01\|531728;2026-05-22\|52.04\|3.75\|50.19\|52.56\|50.19\|509807;2026-05-25\|51.90\|-0.27\|53.08\|53.35\|51.45\|405168;2026-05-26\|53.95\|3.95\|51.10\|53.99\|50.90\|657205;2026-05-27\|51.56\|-4.43\|54.00\|54.22\|51.15\|509430;2026-05-28\|52.40\|1.63\|51.24\|53.15\|50.40\|434164;2026-05-29\|54.37\|3.76\|53.21\|56.17\|51.30\|978319;2026-06-01\|52.85\|-2.80\|55.56\|57.07\|52.75\|683192;2026-06-02\|55.81\|5.60\|53.00\|56.18\|51.47\|788300;2026-06-03\|60.01\|7.53\|55.85\|61.30\|55.58\|1312809;2026-06-04\|63.73\|6.20\|60.02\|63.98\|58.10\|1268020;2026-06-05\|61.73\|-3.14\|63.00\|65.90\|61.52\|1167967;2026-06-08\|59.37\|-3.82\|58.90\|63.12\|57.00\|834086;2026-06-09\|63.93\|7.68\|60.80\|64.00\|59.51\|863357;2026-06-10\|63.75\|-0.28\|63.10\|66.27\|61.90\|888347;2026-06-11\|67.44\|6.46\|64.51\|68.60\|63.76\|1190760;2026-06-12\|64.80\|-3.91\|69.00\|70.13\|64.53\|1641505;2026-06-15\|71.28\|10.00\|66.10\|71.28\|65.50\|1158988;2026-06-16\|78.41\|10.00\|74.00\|78.41\|73.81\|623654;2026-06-17\|80.84\|3.10\|80.00\|82.89\|76.80\|1665609;2026-06-18\|85.91\|6.27\|78.12\|88.90\|76.50\|1555385;2026-06-22\|94.50\|10.00\|88.92\|94.50\|88.88\|1084641;2026-06-23\|85.43\|-9.60\|96.85\|96.85\|85.05\|1249553;2026-06-24\|83.03\|-2.81\|84.53\|85.97\|81.18\|1139451;2026-06-25\|85.86\|3.41\|83.50\|87.50\|81.55\|960441;2026-06-26\|84.50\|-1.58\|87.00\|89.68\|83.62\|936733;2026-06-29\|83.86\|-0.76\|84.46\|87.60\|80.35\|868396;2026-06-30\|85.20\|1.60\|82.62\|87.48\|82.62\|788000;2026-07-01\|84.90\|-0.35\|86.05\|89.00\|83.08\|860265;2026-07-02\|82.15\|-3.24\|79.00\|88.44\|76.63\|1029992;2026-07-03\|75.05\|-8.64\|81.20\|81.90\|74.88\|935687;2026-07-06\|70.84\|-5.61\|74.68\|76.96\|70.00\|900111;2026-07-07\|66.42\|-6.24\|69.23\|71.43\|66.05\|616591;2026-07-08\|63.49\|-4.41\|66.69\|67.54\|63.22\|510952;2026-07-09\|64.71\|1.92\|63.59\|64.71\|60.45\|607960;2026-07-10\|63.35\|-2.10\|64.00\|67.66\|63.16\|647140;2026-07-13\|59.14\|-6.65\|62.11\|63.60\|58.36\|549729;2026-07-14\|62.57\|5.80\|59.02\|62.83\|58.57\|575083;2026-07-15\|58.08\|-7.18\|63.50\|63.60\|57.71\|565255;2026-07-16\|55.67\|-4.15\|56.03\|58.20\|55.10\|431495;2026-07-17\|51.27\|-7.90\|55.12\|56.00\|50.68\|475820;2026-07-20\|47.15\|-8.04\|52.31\|52.96\|46.14\|651930;2026-07-21\|50.18\|6.43\|47.15\|50.39\|43.04\|842189;2026-07-22\|49.56\|-1.24\|49.76\|51.67\|48.90\|622174;2026-07-23\|50.27\|1.43\|50.23\|51.15\|49.26\|519926;2026-07-24\|48.39\|-3.74\|49.23\|50.66\|48.10\|428511;2026-07-27\|50.20\|3.74\|49.11\|50.33\|47.75\|450131;2026-07-28\|46.99\|-6.39\|49.00\|49.98\|46.83\|438642;2026-07-29\|47.37\|0.81\|47.00\|48.07\|45.01\|541512;2026-07-30\|45.00\|-5.00\|47.35\|48.12\|44.25\|512587;2026-07-31\|47.05\|4.56\|47.14\|48.87\|46.81\|638552;2026-08-03\|46.42\|-1.34\|46.97\|47.45\|45.88\|410378;2026-08-04\|49.38\|6.38\|46.65\|49.71\|46.44\|661915;2026-08-05\|53.72\|8.79\|49.72\|54.27\|49.68\|1111762;2026-08-06\|57.47\|6.98\|55.87\|58.28\|54.00\|1446573;2026-08-07\|58.03\|0.97\|55.99\|59.48\|54.60\|1247284;2026-08-10\|59.95\|3.31\|58.73\|63.00\|55.52\|1161948;2026-08-11\|56.41\|-5.90\|58.00\|58.47\|56.30\|754671;2026-08-12\|56.37\|-0.07\|56.04\|57.97\|55.35\|614328;2026-08-13\|54.71\|-2.94\|56.73\|57.29\|54.60\|609214;2026-08-14\|56.44\|3.16\|54.72\|56.50\|54.39\|534570;2026-08-17\|58.40\|3.47\|56.58\|58.47\|56.30\|645539;2026-08-18\|58.11\|-0.50\|57.88\|60.38\|57.51\|675317;2026-08-19\|53.70\|-7.59\|56.20\|57.17\|53.55\|629941;2026-08-20\|53.29\|-0.76\|55.00\|55.20\|52.54\|459753;2026-08-21\|55.58\|4.30\|53.82\|56.19\|53.29\|598764;2026-08-24\|53.93\|-2.97\|56.26\|56.28\|52.76\|591538;2026-08-25\|52.39\|-2.86\|52.60\|53.25\|51.06\|452907;2026-08-26\|52.62\|0.44\|52.70\|54.20\|52.18\|422788;2026-08-27\|54.80\|4.14\|52.10\|54.89\|52.10\|551069;2026-08-28\|54.59\|-0.38\|54.79\|55.90\|53.86\|478838;2026-08-31\|53.92\|-1.23\|52.82\|54.05\|52.18\|421311;2026-09-01\|51.68\|-4.15\|53.53\|54.26\|51.68\|453708;2026-09-02\|50.00\|-3.25\|50.66\|50.70\|49.50\|369483;2026-09-03\|50.63\|1.26\|50.58\|50.78\|49.68\|283179;2026-09-04\|48.79\|-3.63\|51.10\|51.27\|48.50\|365678;2026-09-07\|50.30\|3.09\|49.58\|50.58\|49.22\|337232;2026-09-08\|49.87\|-0.85\|50.36\|50.90\|49.60\|264731;2026-09-09\|50.78\|1.82\|50.82\|51.14\|50.02\|371769;2026-09-10\|49.73\|-2.07\|50.06\|50.48\|49.63\|240127;2026-09-11\|48.79\|-1.89\|48.52\|49.14\|47.40\|340120;2026-09-14\|49.38\|1.21\|48.00\|49.72\|47.70\|234096;2026-09-15\|51.14\|3.56\|50.37\|52.09\|50.36\|607214
114762	SK海力士尝试“以钼代钨”，助力NAND性能提升	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939;2026-07-20\|67.55\|-9.99\|76.95\|77.60\|67.55\|499526;2026-07-21\|73.98\|9.52\|68.76\|73.98\|60.80\|786645;2026-07-22\|75.20\|1.65\|73.86\|78.98\|72.36\|714000;2026-07-23\|76.58\|1.84\|76.02\|79.39\|75.30\|557093;2026-07-24\|78.08\|1.96\|80.00\|81.70\|77.35\|789964;2026-07-27\|79.04\|1.23\|75.36\|79.61\|70.89\|679684;2026-07-28\|71.14\|-9.99\|75.20\|77.98\|71.14\|484923;2026-07-29\|66.98\|-5.85\|72.02\|72.30\|65.14\|670259;2026-07-30\|61.80\|-7.73\|66.36\|68.75\|60.83\|624786;2026-07-31\|66.95\|8.33\|67.98\|67.98\|66.26\|570335;2026-08-03\|68.35\|2.09\|68.05\|71.85\|67.69\|757428;2026-08-04\|75.19\|10.01\|71.00\|75.19\|70.80\|392836;2026-08-05\|82.71\|10.00\|82.70\|82.71\|81.91\|311205;2026-08-06\|90.98\|10.00\|89.00\|90.98\|88.00\|781574;2026-08-07\|100.08\|10.00\|97.00\|100.08\|95.50\|1193077;2026-08-10\|102.58\|2.50\|104.60\|105.80\|98.68\|1352689;2026-08-11\|100.28\|-2.24\|97.92\|104.58\|96.80\|940254;2026-08-12\|105.98\|5.68\|100.31\|108.20\|99.00\|1068265;2026-08-13\|100.21\|-5.44\|105.00\|106.70\|100.00\|1012453;2026-08-14\|101.59\|1.38\|100.83\|105.50\|99.00\|781174;2026-08-17\|109.65\|7.93\|104.70\|109.66\|102.77\|1094821;2026-08-18\|108.30\|-1.23\|110.01\|113.00\|107.10\|956359;2026-08-19\|104.70\|-3.32\|103.06\|110.50\|103.06\|1035685;2026-08-20\|103.56\|-1.09\|102.91\|105.50\|97.00\|798414;2026-08-21\|100.88\|-2.59\|103.00\|105.00\|99.69\|612387;2026-08-24\|95.37\|-5.46\|103.60\|103.78\|92.18\|853451;2026-08-25\|94.23\|-1.20\|90.61\|95.37\|90.61\|590606;2026-08-26\|93.47\|-0.81\|94.23\|95.11\|91.00\|409245;2026-08-27\|101.36\|8.44\|94.51\|102.82\|93.60\|856497;2026-08-28\|99.66\|-1.68\|102.98\|105.55\|99.36\|752392;2026-08-31\|100.70\|1.04\|95.60\|101.75\|95.03\|507887;2026-09-01\|94.90\|-5.76\|100.71\|100.99\|94.00\|542261;2026-09-02\|92.23\|-2.81\|94.09\|95.36\|92.05\|361024;2026-09-03\|91.60\|-0.68\|93.56\|93.99\|90.30\|348469;2026-09-04\|87.09\|-4.92\|92.05\|93.18\|86.38\|522794;2026-09-07\|92.00\|5.64\|88.78\|92.55\|88.20\|525302;2026-09-08\|90.05\|-2.12\|92.82\|93.20\|89.50\|436232;2026-09-09\|91.43\|1.53\|94.00\|94.75\|90.65\|546145;2026-09-10\|90.04\|-1.52\|90.73\|91.55\|89.65\|300776;2026-09-11\|88.43\|-1.79\|88.13\|89.38\|85.08\|407027;2026-09-14\|90.25\|2.06\|86.05\|91.81\|85.42\|432743;2026-09-15\|90.27\|0.02\|90.78\|92.95\|89.60\|385239
114761	SK海力士尝试“以钼代钨”，助力NAND性能提升	电池结构件+折叠屏+一季报增长行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月29日年报，公司已跻身国内少数实现屈服强度超400MPa的6系及超500MPa的7系铝合金稳定量产的企业行列，成功适配旗舰手机折叠屏中框、转轴等核心部件严苛技术标准，并与顶尖科技企业建立深度战略合作关系。 2、据2026年4月29日年报，公司是国内新能源汽车电池结构件核心供应商，产品覆盖电池箱体、模组结构件、电芯外壳及车身结构件，已配套中国新能源车企销量前20名中的13家。 3、据2026年4月30日公告，公司2026年一季度归母净利润同比增长104.65%，扣非增速达160.02%，主要得益于新能源汽车及电子消费业务同步增长、产品结构优化及降本增效。	中国工业铝挤压材十强企业；公司已配套供应多个主流品牌的多款折叠屏手机，涉及的产品主要为高强度、高硬度、轻薄的铝合金中框、转轴及其它金属结构件	2026-05-12\|27.59\|-2.37\|27.98\|28.45\|26.90\|216457;2026-05-13\|27.54\|-0.18\|27.30\|28.10\|26.95\|176761;2026-05-14\|26.47\|-3.89\|27.20\|27.28\|26.41\|127689;2026-05-15\|25.81\|-2.49\|26.35\|26.60\|25.64\|98884;2026-05-18\|26.10\|1.12\|25.41\|26.58\|25.01\|133596;2026-05-19\|26.84\|2.84\|25.99\|27.12\|25.47\|137013;2026-05-20\|26.78\|-0.22\|26.58\|27.09\|26.33\|97235;2026-05-21\|24.51\|-8.48\|26.94\|27.11\|24.32\|155417;2026-05-22\|25.20\|2.82\|24.81\|25.44\|24.52\|106752;2026-05-25\|24.80\|-1.59\|25.77\|27.21\|24.39\|111041;2026-05-26\|23.70\|-4.44\|24.80\|24.80\|23.59\|128484;2026-05-27\|23.09\|-2.57\|23.89\|23.89\|22.17\|145139;2026-05-28\|24.06\|4.20\|22.86\|24.30\|21.88\|181774;2026-05-29\|26.47\|10.02\|24.43\|26.47\|24.10\|220887;2026-06-01\|25.57\|-3.40\|27.18\|27.76\|25.50\|379224;2026-06-02\|24.90\|-2.62\|25.83\|25.86\|24.50\|172567;2026-06-03\|25.12\|0.88\|24.93\|25.46\|24.47\|170462;2026-06-04\|27.45\|10.02\|26.37\|27.45\|25.85\|233739;2026-06-05\|28.40\|3.46\|28.00\|29.99\|27.50\|409664;2026-06-08\|25.56\|-10.00\|27.82\|28.13\|25.56\|239726;2026-06-09\|25.91\|1.37\|25.78\|26.96\|25.07\|249156;2026-06-10\|26.24\|1.27\|25.30\|26.36\|25.09\|175785;2026-06-11\|28.86\|9.98\|26.91\|28.86\|26.80\|306706;2026-06-12\|28.85\|-0.03\|30.00\|31.11\|28.74\|395173;2026-06-15\|31.74\|10.02\|29.23\|31.74\|29.02\|144109;2026-06-16\|34.91\|9.99\|33.66\|34.91\|33.34\|286069;2026-06-17\|35.94\|2.95\|34.67\|36.69\|33.01\|438727;2026-06-18\|37.92\|5.51\|35.60\|38.35\|35.20\|313599;2026-06-22\|39.70\|4.69\|38.95\|40.76\|38.26\|349271;2026-06-23\|38.74\|-2.42\|41.91\|41.91\|38.13\|315971;2026-06-24\|38.30\|-1.14\|38.48\|39.59\|37.51\|235568;2026-06-25\|39.10\|2.09\|37.98\|40.75\|37.92\|215752;2026-06-26\|36.07\|-7.75\|38.76\|39.17\|35.27\|221149;2026-06-29\|34.57\|-4.16\|36.72\|37.29\|33.90\|175426;2026-06-30\|34.58\|0.03\|34.10\|35.32\|33.95\|157935;2026-07-01\|34.84\|0.75\|34.26\|35.91\|33.88\|188652;2026-07-02\|33.18\|-4.76\|34.00\|34.79\|33.00\|149321;2026-07-03\|32.08\|-3.32\|32.66\|32.95\|31.93\|123868;2026-07-06\|30.28\|-5.61\|32.11\|32.42\|30.16\|137434;2026-07-07\|29.70\|-1.92\|30.21\|31.30\|29.28\|97222;2026-07-08\|30.70\|3.37\|29.41\|31.19\|28.33\|182542;2026-07-09\|31.50\|2.61\|30.98\|31.67\|28.68\|171399;2026-07-10\|30.69\|-2.57\|31.34\|32.57\|30.61\|203233;2026-07-13\|27.62\|-10.00\|30.16\|30.90\|27.62\|125798;2026-07-14\|25.89\|-6.26\|26.70\|26.85\|24.92\|231841;2026-07-15\|25.38\|-1.97\|26.50\|26.65\|25.20\|155233;2026-07-16\|24.21\|-4.61\|25.01\|25.84\|24.00\|118982;2026-07-17\|21.79\|-10.00\|24.30\|24.41\|21.79\|140122;2026-07-20\|20.63\|-5.32\|21.73\|22.47\|20.10\|219765;2026-07-21\|22.33\|8.24\|21.00\|22.60\|18.57\|288876;2026-07-22\|23.88\|6.94\|22.10\|24.18\|21.56\|226014;2026-07-23\|23.47\|-1.72\|23.92\|24.79\|23.21\|168787;2026-07-24\|22.01\|-6.22\|22.70\|23.68\|22.00\|117479;2026-07-27\|23.50\|6.77\|22.40\|23.50\|21.66\|143359;2026-07-28\|21.21\|-9.74\|22.99\|23.03\|21.15\|161082;2026-07-29\|20.73\|-2.26\|21.00\|21.38\|19.92\|187935;2026-07-30\|18.85\|-9.07\|20.60\|20.82\|18.72\|200690;2026-07-31\|19.15\|1.59\|20.09\|20.48\|19.10\|199962;2026-08-03\|19.26\|0.57\|19.16\|19.55\|18.90\|163118;2026-08-04\|20.82\|8.10\|19.58\|20.94\|18.95\|217964;2026-08-05\|22.00\|5.67\|20.70\|22.20\|20.60\|190792;2026-08-06\|22.93\|4.23\|21.91\|22.93\|21.20\|197730;2026-08-07\|23.15\|0.96\|23.29\|23.70\|22.16\|189058;2026-08-10\|23.26\|0.48\|23.30\|23.88\|22.83\|156984;2026-08-11\|22.77\|-2.11\|23.03\|23.33\|22.43\|122266;2026-08-12\|23.60\|3.65\|22.76\|24.03\|22.74\|140922;2026-08-13\|23.40\|-0.85\|23.69\|25.00\|23.31\|134124;2026-08-14\|24.96\|6.67\|23.61\|25.12\|23.27\|192302;2026-08-17\|25.98\|4.09\|25.10\|26.20\|24.72\|219399;2026-08-18\|25.57\|-1.58\|25.63\|25.90\|25.01\|150083;2026-08-19\|23.56\|-7.86\|24.43\|25.34\|23.40\|145604;2026-08-20\|23.96\|1.70\|24.40\|25.45\|23.76\|187694;2026-08-21\|23.95\|-0.04\|23.84\|25.00\|23.07\|139469;2026-08-24\|23.98\|0.13\|23.95\|24.35\|23.16\|134758;2026-08-25\|25.27\|5.38\|23.80\|25.50\|23.35\|204900;2026-08-26\|24.25\|-4.04\|25.26\|25.71\|24.13\|227986;2026-08-27\|26.68\|10.02\|24.41\|26.68\|24.19\|235029;2026-08-28\|26.13\|-2.06\|26.90\|27.75\|26.02\|277001;2026-08-31\|26.51\|1.45\|25.80\|26.88\|25.56\|173262;2026-09-01\|25.01\|-5.66\|26.49\|26.50\|24.95\|188593;2026-09-02\|25.67\|2.64\|24.87\|26.00\|24.51\|182620;2026-09-03\|27.16\|5.80\|26.53\|27.87\|25.59\|295157;2026-09-04\|25.66\|-5.52\|27.60\|27.68\|25.30\|274633;2026-09-07\|26.86\|4.68\|25.80\|27.15\|25.56\|213107;2026-09-08\|25.56\|-4.84\|26.73\|26.80\|25.48\|225217;2026-09-09\|25.01\|-2.15\|25.31\|26.24\|24.86\|167620;2026-09-10\|24.21\|-3.20\|24.75\|24.99\|24.13\|158857;2026-09-11\|23.57\|-2.64\|23.81\|23.84\|22.49\|170383;2026-09-14\|23.82\|1.06\|23.27\|23.91\|22.82\|91814;2026-09-15\|25.54\|7.22\|23.58\|25.80\|23.50\|271387
114760	SK海力士尝试“以钼代钨”，助力NAND性能提升	石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、公司控股子公司广西有色栗木矿业主要从事钽、铌、铅、锌、铜等有色金属及非金属的采矿、选矿、冶炼业务； 2、公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375;2026-07-13\|17.01\|-10.00\|18.80\|18.93\|17.01\|472797;2026-07-14\|17.76\|4.41\|16.89\|17.84\|16.28\|543241;2026-07-15\|18.29\|2.98\|18.11\|19.38\|17.63\|642385;2026-07-16\|17.09\|-6.56\|17.81\|18.27\|16.82\|463746;2026-07-17\|15.65\|-8.43\|17.00\|17.28\|15.39\|529561;2026-07-20\|14.09\|-9.97\|15.96\|16.25\|14.09\|456539;2026-07-21\|15.50\|10.01\|14.30\|15.50\|12.70\|520696;2026-07-22\|15.46\|-0.26\|15.74\|16.58\|15.26\|754260;2026-07-23\|15.51\|0.32\|15.53\|16.29\|15.30\|496078;2026-07-24\|14.50\|-6.51\|15.04\|15.32\|14.38\|354306;2026-07-27\|15.18\|4.69\|14.50\|15.25\|14.19\|360710;2026-07-28\|14.58\|-3.95\|14.79\|15.38\|14.40\|360731;2026-07-29\|14.44\|-0.96\|14.57\|15.04\|13.68\|464906;2026-07-30\|13.00\|-9.97\|14.52\|14.66\|13.00\|532136;2026-07-31\|13.50\|3.85\|13.73\|14.29\|13.40\|647127;2026-08-03\|13.32\|-1.33\|13.71\|13.92\|13.14\|413356;2026-08-04\|14.65\|9.98\|13.50\|14.65\|13.42\|278302;2026-08-05\|16.12\|10.03\|15.13\|16.12\|14.83\|573388;2026-08-06\|16.11\|-0.06\|16.17\|16.77\|15.83\|884917;2026-08-07\|16.87\|4.72\|16.34\|16.90\|15.71\|769101;2026-08-10\|17.34\|2.79\|17.21\|17.72\|16.68\|854454;2026-08-11\|16.54\|-4.61\|17.19\|17.37\|16.50\|631079;2026-08-12\|16.89\|2.12\|16.51\|17.12\|16.20\|466240;2026-08-13\|16.28\|-3.61\|17.12\|17.48\|16.26\|430471;2026-08-14\|17.01\|4.48\|16.22\|17.28\|16.22\|526903;2026-08-17\|17.58\|3.35\|17.22\|17.59\|16.83\|426158;2026-08-18\|17.01\|-3.24\|17.61\|17.90\|16.73\|379924;2026-08-19\|15.46\|-9.11\|16.26\|16.59\|15.31\|459907;2026-08-20\|16.26\|5.17\|15.94\|16.98\|15.58\|521009;2026-08-21\|16.66\|2.46\|16.40\|16.75\|15.70\|352416;2026-08-24\|16.62\|-0.24\|16.86\|17.08\|16.04\|486084;2026-08-25\|16.37\|-1.50\|16.45\|16.70\|15.60\|380853;2026-08-26\|16.36\|-0.06\|16.39\|16.83\|16.12\|367854;2026-08-27\|17.41\|6.42\|16.23\|17.47\|16.23\|488236;2026-08-28\|17.73\|1.84\|17.28\|18.49\|17.28\|543021;2026-08-31\|17.87\|0.79\|17.30\|17.99\|16.96\|440987;2026-09-01\|17.31\|-3.13\|18.00\|18.03\|17.30\|336820;2026-09-02\|17.06\|-1.44\|17.01\|17.25\|16.61\|225592;2026-09-03\|17.41\|2.05\|17.28\|17.63\|16.81\|318937;2026-09-04\|16.00\|-8.10\|17.35\|17.37\|15.67\|614287;2026-09-07\|17.08\|6.75\|15.95\|17.28\|15.71\|592378;2026-09-08\|17.22\|0.82\|17.41\|17.94\|17.01\|396133;2026-09-09\|17.32\|0.58\|17.21\|17.50\|17.07\|235877;2026-09-10\|16.56\|-4.39\|17.29\|17.29\|16.53\|256094;2026-09-11\|16.19\|-2.23\|16.21\|16.63\|15.05\|525950;2026-09-14\|17.06\|5.37\|15.87\|17.16\|15.56\|476116;2026-09-15\|17.87\|4.75\|17.05\|18.48\|16.99\|639608
114759	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	聚酯薄膜+碳纤维+消费电子 1、据2025年年度报告，控股子公司和兴碳纤维年产350吨M级碳纤维项目仍处于建设阶段，公司正推进后续建设与运营，计划未来实现T800级高性能碳纤维产品认证及批量供货。 2、据2025年6月25日互动易，公司差异化BOPET薄膜与多家知名消费电子品牌产业链企业保持长期稳定合作，有色光电基膜直接用于消费电子制程及组件。 3、据2025年年度报告，公司聚酯薄膜年产能11.5万吨，核心产品有色光电基膜、透明功能膜等聚焦消费电子、汽车、新能源高端场景，2025年销量提升带动现金流改善。	公司高性能碳纤维基材具备切入商业航天领域的潜在空间，可用于卫星、火箭等核心结构部件	2026-05-12\|72.62\|-4.45\|75.90\|75.90\|71.62\|22358;2026-05-13\|73.33\|0.98\|72.62\|75.49\|71.58\|24221;2026-05-14\|72.66\|-0.91\|76.53\|78.00\|72.60\|31640;2026-05-15\|71.00\|-2.28\|72.52\|73.34\|69.77\|20992;2026-05-18\|70.66\|-0.48\|70.28\|73.00\|69.90\|14291;2026-05-19\|72.44\|2.52\|70.66\|72.72\|70.62\|13659;2026-05-20\|71.40\|-1.44\|72.45\|76.00\|70.03\|20920;2026-05-21\|68.90\|-3.50\|71.23\|73.02\|67.87\|23724;2026-05-22\|73.86\|7.20\|69.23\|74.41\|68.07\|24838;2026-05-25\|74.69\|1.12\|76.30\|78.88\|73.63\|27130;2026-05-26\|74.55\|-0.19\|75.88\|78.20\|72.21\|28999;2026-05-27\|73.78\|-1.03\|74.77\|75.88\|72.10\|22083;2026-05-28\|76.07\|3.10\|73.00\|78.50\|72.11\|38448;2026-05-29\|68.50\|-9.95\|75.96\|75.96\|67.70\|40855;2026-06-01\|66.28\|-3.24\|68.09\|69.77\|65.49\|18516;2026-06-02\|61.33\|-7.47\|65.98\|67.38\|59.86\|31440;2026-06-03\|61.52\|0.31\|60.43\|63.48\|60.43\|22225;2026-06-04\|64.00\|4.03\|60.87\|65.80\|59.17\|29168;2026-06-05\|64.52\|0.81\|64.00\|66.88\|62.08\|23741;2026-06-08\|60.75\|-5.84\|61.61\|66.00\|60.39\|23267;2026-06-09\|62.55\|2.96\|60.57\|64.49\|60.57\|17603;2026-06-10\|61.25\|-2.08\|62.00\|62.00\|59.50\|15139;2026-06-11\|62.98\|2.82\|61.25\|66.66\|58.88\|26655;2026-06-12\|61.02\|-3.11\|63.84\|65.76\|60.63\|22681;2026-06-15\|67.32\|10.32\|64.01\|68.76\|62.00\|34492;2026-06-16\|68.97\|2.45\|67.32\|70.50\|66.33\|20515;2026-06-17\|72.24\|4.74\|67.94\|73.15\|67.94\|24128;2026-06-18\|70.45\|-2.48\|72.55\|72.55\|69.36\|16995;2026-06-22\|61.94\|-12.08\|71.00\|72.00\|60.00\|35147;2026-06-23\|73.09\|18.00\|60.82\|74.00\|60.33\|64970;2026-06-24\|73.25\|0.22\|72.36\|74.69\|68.50\|56254;2026-06-25\|74.22\|1.32\|71.39\|80.10\|71.39\|56535;2026-06-26\|71.53\|-3.62\|74.04\|75.74\|70.00\|36329;2026-06-29\|73.87\|3.27\|71.90\|80.09\|71.90\|49219;2026-06-30\|74.08\|0.28\|73.69\|78.88\|71.65\|39945;2026-07-01\|78.30\|5.70\|74.02\|80.45\|73.04\|62482;2026-07-02\|80.37\|2.64\|75.99\|83.11\|74.16\|56183;2026-07-03\|74.80\|-6.93\|78.92\|81.99\|73.45\|42347;2026-07-06\|74.15\|-0.87\|75.00\|80.00\|73.00\|54131;2026-07-07\|85.00\|14.63\|77.50\|87.64\|77.50\|89720;2026-07-08\|69.41\|-18.34\|84.00\|84.00\|68.20\|85966;2026-07-09\|67.92\|-2.15\|67.00\|69.41\|63.69\|49346;2026-07-10\|67.49\|-0.63\|68.78\|69.48\|65.54\|29654;2026-07-13\|62.80\|-6.95\|65.59\|66.95\|61.60\|25957;2026-07-14\|64.70\|3.03\|67.62\|67.62\|58.91\|33161;2026-07-15\|62.46\|-3.46\|66.01\|68.99\|62.00\|18871;2026-07-16\|56.95\|-8.82\|61.20\|63.93\|56.80\|27180;2026-07-17\|57.47\|0.91\|58.00\|65.50\|57.03\|41936;2026-07-20\|49.49\|-13.89\|59.67\|60.50\|48.58\|35996;2026-07-21\|52.10\|5.27\|48.80\|52.73\|42.88\|37173;2026-07-22\|51.16\|-1.80\|51.17\|52.50\|48.80\|23217;2026-07-23\|51.28\|0.23\|51.15\|53.06\|50.21\|14596;2026-07-24\|49.09\|-4.27\|51.14\|51.57\|49.06\|13322;2026-07-27\|52.15\|6.23\|48.51\|52.15\|48.25\|15385;2026-07-28\|48.97\|-6.10\|50.91\|52.76\|48.40\|16655;2026-07-29\|48.06\|-1.86\|49.27\|49.30\|45.77\|20703;2026-07-30\|46.36\|-3.54\|47.50\|48.88\|44.83\|23221;2026-07-31\|46.40\|0.09\|48.50\|49.77\|46.35\|24546;2026-08-03\|47.16\|1.64\|46.40\|47.50\|45.09\|18674;2026-08-04\|48.29\|2.40\|47.24\|49.50\|46.54\|17424;2026-08-05\|51.34\|6.32\|48.04\|52.17\|47.87\|21274;2026-08-06\|53.90\|4.99\|50.38\|54.49\|50.38\|25695;2026-08-07\|54.23\|0.61\|54.13\|54.88\|51.36\|19604;2026-08-10\|54.75\|0.96\|54.88\|55.00\|53.00\|12975;2026-08-11\|55.50\|1.37\|54.75\|56.72\|54.00\|15386;2026-08-12\|55.46\|-0.07\|55.07\|56.35\|55.01\|14448;2026-08-13\|53.64\|-3.28\|55.63\|56.22\|53.38\|14959;2026-08-14\|54.30\|1.23\|53.66\|55.10\|53.60\|11287;2026-08-17\|56.42\|3.90\|54.52\|56.69\|54.21\|12184;2026-08-18\|57.28\|1.52\|56.02\|57.59\|55.58\|12341;2026-08-19\|53.02\|-7.44\|56.36\|56.78\|52.62\|14448;2026-08-20\|53.48\|0.87\|54.09\|54.32\|52.47\|10128;2026-08-21\|53.76\|0.52\|53.05\|53.96\|51.72\|9187;2026-08-24\|55.31\|2.88\|54.73\|55.47\|51.53\|15462;2026-08-25\|53.95\|-2.46\|54.18\|55.50\|53.04\|14486;2026-08-26\|53.14\|-1.50\|53.22\|54.40\|52.30\|10634;2026-08-27\|55.12\|3.73\|53.86\|55.41\|52.66\|12056;2026-08-28\|54.33\|-1.43\|55.13\|56.10\|53.37\|16829;2026-08-31\|54.66\|0.61\|53.49\|55.58\|53.34\|15087;2026-09-01\|38.80\|-1.27\|39.82\|39.82\|38.24\|16383;2026-09-02\|38.95\|0.39\|38.77\|39.98\|37.98\|26757;2026-09-03\|38.15\|-2.05\|39.20\|39.50\|37.57\|15723;2026-09-04\|36.89\|-3.30\|38.29\|38.92\|36.60\|17023;2026-09-07\|36.66\|-0.62\|37.03\|37.63\|35.87\|25855;2026-09-08\|37.15\|1.34\|37.47\|37.63\|35.99\|18943;2026-09-09\|37.35\|0.54\|38.58\|39.37\|37.06\|33907;2026-09-10\|36.87\|-1.29\|37.01\|37.25\|36.33\|19772;2026-09-11\|37.45\|1.57\|36.78\|37.72\|35.46\|22451;2026-09-14\|38.49\|2.78\|37.34\|38.64\|36.24\|26756;2026-09-15\|38.76\|0.70\|38.18\|39.30\|37.74\|19449
114758	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	涨停揭秘：全资子公司通宇航空为成飞核心供应商，海富光子量子激光雷达契合航天遥感与量子科技双重热点；涨停缘由：成都航空制造基地2024年投产释放产能；量子探测激光雷达已用于大气监测卫星载荷；深度参与C919产业链；资金逻辑：资金沿航天产业链向中下游延伸，优先选择有量产能力+技术卡位的平台型公司，机构与游资协同推升；风险提示：航空零部件业务受主机厂交付节奏影响大；量子业务尚处产业化初期，收入占比低且盈利模式未清晰	1、全资子公司通宇航空是成飞集团的供应商，已成为国内主机厂商核心供应商，成都航空制造基地2024年落成并投产，产能扩张推动航空零部件业务持续增长 2、控股子公司海富光子研制的量子探测激光雷达用于大气探测与环境监测，契合量子科技热点	2026-05-12\|12.05\|2.64\|11.70\|12.10\|11.58\|277022;2026-05-13\|11.98\|-0.58\|11.90\|12.11\|11.67\|251520;2026-05-14\|11.60\|-3.17\|11.98\|12.07\|11.56\|198100;2026-05-15\|11.33\|-2.33\|11.60\|11.76\|11.21\|186464;2026-05-18\|11.41\|0.71\|11.31\|11.66\|11.15\|185834;2026-05-19\|11.41\|0.00\|11.45\|11.45\|11.01\|171419;2026-05-20\|11.41\|0.00\|11.31\|11.63\|11.11\|158098;2026-05-21\|10.77\|-5.61\|11.55\|11.79\|10.70\|267428;2026-05-22\|10.91\|1.30\|10.92\|11.08\|10.63\|177330;2026-05-25\|10.86\|-0.46\|10.90\|11.04\|10.59\|197642;2026-05-26\|10.50\|-3.31\|11.09\|11.10\|10.35\|229410;2026-05-27\|10.30\|-1.90\|10.49\|10.63\|10.21\|191380;2026-05-28\|11.13\|8.06\|10.26\|11.42\|10.11\|275074;2026-05-29\|11.09\|-0.36\|11.33\|12.25\|11.00\|429233;2026-06-01\|11.01\|-0.72\|11.14\|11.19\|10.63\|280787;2026-06-02\|11.02\|0.09\|10.98\|11.24\|10.86\|194232;2026-06-03\|11.29\|2.45\|10.97\|11.73\|10.85\|380505;2026-06-04\|10.85\|-3.90\|10.98\|11.20\|10.57\|276625;2026-06-05\|10.81\|-0.37\|10.82\|11.27\|10.55\|248412;2026-06-08\|10.13\|-6.29\|10.46\|10.81\|10.00\|221665;2026-06-09\|10.50\|3.65\|10.23\|10.58\|10.00\|201319;2026-06-10\|10.00\|-4.76\|10.29\|10.37\|9.89\|199136;2026-06-11\|9.95\|-0.50\|9.90\|10.18\|9.85\|138666;2026-06-12\|9.77\|-1.81\|10.08\|10.26\|9.71\|162980;2026-06-15\|10.85\|11.05\|9.86\|10.88\|9.80\|344606;2026-06-16\|11.30\|4.15\|10.85\|11.44\|10.52\|293030;2026-06-17\|11.35\|0.44\|11.06\|11.59\|11.01\|235825;2026-06-18\|10.78\|-5.02\|11.25\|11.45\|10.68\|273303;2026-06-22\|11.31\|4.92\|10.78\|11.33\|10.52\|328286;2026-06-23\|11.33\|0.18\|11.25\|11.58\|10.89\|257640;2026-06-24\|11.68\|3.09\|11.15\|11.88\|11.15\|337743;2026-06-25\|13.55\|16.01\|11.90\|14.02\|11.85\|1137796;2026-06-26\|12.40\|-8.49\|13.60\|13.77\|12.31\|870025;2026-06-29\|11.90\|-4.03\|12.69\|12.95\|11.45\|645874;2026-06-30\|11.90\|0.00\|11.75\|12.15\|11.36\|426317;2026-07-01\|11.60\|-2.52\|11.93\|12.24\|11.36\|534337;2026-07-02\|11.37\|-1.98\|11.21\|12.09\|10.87\|502314;2026-07-03\|11.43\|0.53\|11.48\|11.70\|11.05\|299167;2026-07-06\|10.73\|-6.12\|11.40\|11.69\|10.63\|360635;2026-07-07\|10.30\|-4.01\|10.54\|10.88\|10.19\|256710;2026-07-08\|9.96\|-3.30\|10.39\|10.39\|9.81\|245327;2026-07-09\|10.07\|1.10\|9.96\|10.32\|9.73\|215150;2026-07-10\|9.93\|-1.39\|10.00\|10.50\|9.91\|248000;2026-07-13\|8.99\|-9.47\|9.90\|9.99\|8.96\|279007;2026-07-14\|9.24\|2.78\|9.06\|9.25\|8.62\|188931;2026-07-15\|9.11\|-1.41\|9.25\|9.36\|8.96\|160156;2026-07-16\|9.94\|9.11\|9.01\|9.99\|8.76\|367107;2026-07-17\|8.81\|-11.37\|9.84\|9.86\|8.71\|296770;2026-07-20\|8.10\|-8.06\|8.92\|9.05\|7.93\|210636;2026-07-21\|8.39\|3.58\|8.17\|8.42\|7.33\|231955;2026-07-22\|8.10\|-3.46\|8.25\|8.43\|8.03\|158553;2026-07-23\|8.56\|5.68\|8.20\|8.68\|8.20\|179129;2026-07-24\|8.16\|-4.67\|8.41\|8.54\|8.16\|127078;2026-07-27\|8.50\|4.17\|8.22\|8.52\|8.10\|119325;2026-07-28\|8.29\|-2.47\|8.39\|8.57\|8.23\|115281;2026-07-29\|8.45\|1.93\|8.28\|8.47\|8.03\|112521;2026-07-30\|8.84\|4.62\|8.45\|9.05\|8.38\|259834;2026-07-31\|9.08\|2.71\|8.99\|9.27\|8.99\|186773;2026-08-03\|9.36\|3.08\|8.98\|9.40\|8.95\|172849;2026-08-04\|9.86\|5.34\|9.38\|9.92\|9.24\|169869;2026-08-05\|10.45\|5.98\|9.96\|10.64\|9.96\|285548;2026-08-06\|10.55\|0.96\|10.38\|10.60\|10.27\|188429;2026-08-07\|11.47\|8.72\|10.57\|11.65\|10.46\|326931;2026-08-10\|11.92\|3.92\|11.44\|12.07\|11.20\|307898;2026-08-11\|11.61\|-2.60\|11.70\|11.97\|11.31\|252048;2026-08-12\|11.94\|2.84\|11.56\|12.03\|11.44\|210036;2026-08-13\|11.50\|-3.69\|12.24\|12.24\|11.49\|223394;2026-08-14\|12.19\|6.00\|11.68\|12.27\|11.42\|396170;2026-08-17\|12.03\|-1.31\|12.16\|12.16\|11.72\|241818;2026-08-18\|12.11\|0.67\|12.02\|12.20\|11.86\|148619;2026-08-19\|11.25\|-7.10\|11.88\|12.07\|11.20\|227333;2026-08-20\|11.67\|3.73\|11.50\|11.72\|11.30\|155018;2026-08-21\|11.75\|0.69\|11.68\|11.92\|11.41\|140967;2026-08-24\|11.72\|-0.26\|11.75\|11.93\|11.41\|142835;2026-08-25\|11.97\|2.13\|11.65\|12.20\|11.31\|197411;2026-08-26\|11.83\|-1.17\|12.00\|12.06\|11.56\|174195;2026-08-27\|13.03\|10.14\|11.99\|13.11\|11.80\|424584;2026-08-28\|13.09\|0.46\|12.94\|13.27\|12.76\|366999;2026-08-31\|13.57\|3.67\|13.22\|13.85\|13.18\|297976;2026-09-01\|13.66\|0.66\|13.57\|13.78\|13.34\|225274;2026-09-02\|13.40\|-1.90\|13.49\|13.66\|13.32\|178759;2026-09-03\|13.51\|0.82\|13.51\|13.71\|13.20\|216677;2026-09-04\|13.35\|-1.18\|13.71\|13.78\|13.20\|199666;2026-09-07\|13.57\|1.65\|13.40\|13.70\|13.30\|260814;2026-09-08\|13.95\|2.80\|13.57\|14.12\|13.51\|259929;2026-09-09\|14.33\|2.72\|14.02\|14.68\|13.85\|264157;2026-09-10\|13.86\|-3.28\|14.20\|14.35\|13.60\|224557;2026-09-11\|13.75\|-0.79\|13.65\|13.90\|13.23\|287502;2026-09-14\|12.42\|-9.67\|13.24\|13.49\|12.40\|497178;2026-09-15\|10.53\|-15.22\|11.92\|12.11\|10.46\|776551
114757	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	涨停揭秘：中国航天真空收纳产品独家供应商，28次入轨验证，SpaceX IPO催化商业航天热度再升温；涨停缘由：为中国航天真空收纳产品独家供应商，技术成熟且具备在轨驻留保障能力；SpaceX拟纳斯达克IPO引爆全球商业航天投资情绪；细分领域高壁垒+强确定性；资金逻辑：资金聚焦航天硬科技稀缺标的，小市值+高辨识度+零机构覆盖，游资主导快速拉升，6月15日涨停封单超15万手；风险提示：业务高度集中于单一客户，营收结构单一；2026年一季报未披露，业绩弹性缺乏数据支撑	公司为中国航天真空收纳产品独家供应商，相关产品已28次进入太空，具备商业航天在轨驻留保障能力，技术成熟度与细分领域壁垒显著	2026-05-12\|50.32\|-1.53\|50.73\|52.40\|49.76\|24679;2026-05-13\|49.40\|-1.83\|50.30\|50.59\|49.26\|20256;2026-05-14\|47.38\|-3.60\|49.20\|49.65\|47.38\|18678;2026-05-15\|46.23\|-2.43\|47.24\|48.13\|45.58\|23236;2026-05-18\|46.10\|-0.28\|46.00\|46.59\|45.65\|13642;2026-05-19\|50.52\|9.59\|47.00\|51.20\|46.34\|43558;2026-05-20\|49.73\|-1.56\|50.00\|51.62\|49.36\|24857;2026-05-21\|47.41\|-4.67\|49.50\|49.66\|47.40\|20202;2026-05-22\|48.92\|3.19\|47.41\|51.09\|47.00\|26918;2026-05-25\|48.24\|-1.39\|48.48\|50.61\|47.58\|20108;2026-05-26\|48.72\|0.99\|48.40\|49.71\|45.16\|34888;2026-05-27\|46.08\|-5.42\|48.01\|48.33\|45.90\|22982;2026-05-28\|46.47\|0.85\|46.50\|46.88\|45.00\|12230;2026-05-29\|45.00\|-3.16\|46.47\|46.80\|44.53\|15895;2026-06-01\|46.22\|2.71\|44.61\|46.86\|44.31\|13948;2026-06-02\|45.10\|-2.42\|45.89\|46.64\|44.30\|10211;2026-06-03\|44.44\|-1.46\|45.87\|46.15\|43.80\|16376;2026-06-04\|43.70\|-1.67\|44.03\|45.00\|43.17\|12290;2026-06-05\|43.60\|-0.23\|43.70\|44.70\|42.14\|12675;2026-06-08\|41.58\|-4.63\|42.38\|43.60\|41.01\|11998;2026-06-09\|41.39\|-0.46\|42.41\|42.49\|41.08\|8032;2026-06-10\|41.59\|0.48\|41.16\|42.30\|40.50\|9649;2026-06-11\|42.44\|2.04\|41.54\|42.69\|40.80\|11961;2026-06-12\|43.23\|1.86\|42.70\|45.85\|42.13\|18871;2026-06-15\|48.10\|11.27\|43.30\|48.88\|42.90\|42143;2026-06-16\|46.94\|-2.41\|48.12\|49.18\|46.77\|19440;2026-06-17\|46.61\|-0.70\|46.63\|47.99\|45.77\|17967;2026-06-18\|46.13\|-1.03\|46.46\|47.14\|45.78\|11292;2026-06-22\|43.29\|-6.16\|45.83\|46.36\|42.10\|19651;2026-06-23\|42.55\|-1.71\|42.93\|43.43\|42.18\|14900;2026-06-24\|42.17\|-0.89\|42.10\|43.11\|40.93\|13255;2026-06-25\|40.32\|-4.39\|42.53\|42.96\|39.69\|16102;2026-06-26\|39.20\|-2.78\|39.60\|40.68\|38.62\|14934;2026-06-29\|38.90\|-0.77\|39.00\|39.22\|37.27\|13571;2026-06-30\|39.60\|1.80\|38.90\|39.65\|38.17\|10149;2026-07-01\|40.79\|3.01\|39.83\|41.99\|38.91\|14836;2026-07-02\|41.10\|0.76\|40.32\|42.53\|40.11\|25530;2026-07-03\|41.08\|-0.05\|41.70\|42.86\|40.96\|15851;2026-07-06\|44.52\|8.37\|41.98\|46.64\|41.89\|31379;2026-07-07\|48.00\|7.82\|43.62\|49.60\|43.50\|47301;2026-07-08\|44.24\|-7.83\|46.33\|48.24\|44.00\|29009;2026-07-09\|41.15\|-6.98\|43.20\|44.68\|40.50\|24920;2026-07-10\|42.89\|4.23\|40.70\|45.36\|40.50\|22704;2026-07-13\|39.98\|-6.78\|42.47\|42.89\|39.80\|17410;2026-07-14\|39.68\|-0.75\|39.97\|39.97\|37.86\|13970;2026-07-15\|40.76\|2.72\|39.64\|42.50\|39.00\|15924;2026-07-16\|40.27\|-1.20\|40.03\|41.44\|39.64\|8791;2026-07-17\|37.08\|-7.92\|40.50\|40.51\|37.00\|14395;2026-07-20\|34.64\|-6.58\|37.08\|38.50\|33.77\|15239;2026-07-21\|34.20\|-1.27\|35.05\|35.22\|31.50\|13976;2026-07-22\|34.35\|0.44\|33.83\|34.57\|33.48\|10110;2026-07-23\|34.97\|1.80\|33.96\|35.15\|33.80\|6776;2026-07-24\|33.88\|-3.12\|34.30\|35.49\|33.42\|12417;2026-07-27\|34.88\|2.95\|33.70\|34.95\|33.33\|6612;2026-07-28\|34.58\|-0.86\|34.88\|35.80\|34.25\|6436;2026-07-29\|36.51\|5.58\|34.90\|37.50\|34.35\|18556;2026-07-30\|35.75\|-2.08\|36.07\|36.70\|35.12\|8831;2026-07-31\|36.43\|1.90\|35.82\|37.11\|35.82\|8404;2026-08-03\|37.21\|2.14\|36.35\|37.60\|35.72\|7839;2026-08-04\|39.02\|4.86\|37.25\|39.07\|36.98\|10491;2026-08-05\|40.62\|4.10\|39.36\|40.70\|39.00\|10638;2026-08-06\|40.28\|-0.84\|40.65\|41.66\|39.71\|8815;2026-08-07\|40.28\|0.00\|40.20\|40.85\|39.51\|4824;2026-08-10\|40.93\|1.61\|40.44\|41.50\|39.67\|6250;2026-08-11\|41.77\|2.05\|41.12\|41.99\|40.15\|10307;2026-08-12\|41.20\|-1.36\|41.96\|42.20\|41.13\|6877;2026-08-13\|40.18\|-2.48\|41.46\|41.89\|40.18\|7790;2026-08-14\|41.25\|2.66\|40.06\|42.12\|40.02\|9002;2026-08-17\|41.91\|1.60\|41.23\|42.99\|40.53\|18411;2026-08-18\|41.05\|-2.05\|41.98\|42.93\|40.20\|12493;2026-08-19\|38.55\|-6.09\|41.06\|41.06\|38.25\|12687;2026-08-20\|38.70\|0.39\|39.16\|39.46\|38.32\|7751;2026-08-21\|38.60\|-0.26\|38.75\|38.99\|37.61\|7046;2026-08-24\|38.54\|-0.16\|38.58\|38.76\|37.68\|6180;2026-08-25\|39.09\|1.43\|38.96\|39.48\|38.14\|6199;2026-08-26\|38.01\|-2.76\|38.86\|39.86\|37.13\|14528;2026-08-27\|41.14\|8.23\|38.01\|43.21\|37.98\|25724;2026-08-28\|40.79\|-0.85\|41.00\|42.48\|40.25\|18384;2026-08-31\|39.53\|-3.09\|40.10\|40.85\|39.20\|11895;2026-09-01\|38.55\|-2.48\|39.68\|39.80\|38.20\|8757;2026-09-02\|37.55\|-2.59\|38.40\|38.40\|37.54\|7381;2026-09-03\|37.70\|0.40\|37.75\|38.13\|37.42\|5567;2026-09-04\|36.99\|-1.88\|38.00\|38.20\|36.83\|5732;2026-09-07\|43.18\|16.73\|37.00\|44.39\|36.90\|50824;2026-09-08\|41.91\|-2.94\|44.70\|44.96\|41.41\|34736;2026-09-09\|43.58\|3.98\|41.92\|44.00\|41.60\|24967;2026-09-10\|42.24\|-3.07\|43.23\|44.00\|42.20\|13726;2026-09-11\|41.31\|-2.20\|41.92\|42.17\|40.07\|16530;2026-09-14\|42.56\|3.03\|41.05\|43.65\|40.63\|13241;2026-09-15\|40.58\|-4.65\|42.20\|42.21\|40.58\|10111
114756	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	商业航天+军工传感器+供货BE+流体控制阀行业原因： 1、2月25日，民营商业航天龙头蓝箭航天在其官方微信号发文称，朱雀三号火箭计划于2026年第二季度再次开展回收试验，并根据回收试验情况，争取于第四季度尝试首次回收复用飞行。 2、为更便捷部署专用于人工智能的数据中心卫星网络，SpaceX首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。公司原因： 1、据2025年11月14日公告，拟收购的春晖仪表低轨卫星用卫星解除装置已完成商务谈判并正在进行小批量供货，已申请星座计划对应市场空间预计约6.5亿元。 2、据2026年1月26日互动易，春晖仪表为公司参股公司，其为BE公司提供温度传感器。 3、据2025年11月14日公告，春晖仪表已取得军工业务相应许可资质，产品覆盖国内军工航空航天主要研制单位。 4、据2025年4月22日公告，公司主营流体控制阀和控制系统，在燃气壁挂炉供热控制领域的高档水路控制阀市场处于优势地位。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295;2026-07-13\|35.18\|-16.20\|41.25\|41.48\|34.99\|156089;2026-07-14\|33.93\|-3.55\|35.51\|35.92\|32.14\|98116;2026-07-15\|32.68\|-3.68\|34.53\|34.63\|32.20\|85751;2026-07-16\|30.55\|-6.52\|32.34\|33.25\|30.00\|93714;2026-07-17\|26.83\|-12.18\|30.06\|30.25\|26.64\|111892;2026-07-20\|22.86\|-14.80\|27.37\|27.58\|22.20\|175436;2026-07-21\|24.72\|8.14\|23.32\|24.74\|19.36\|191654;2026-07-22\|23.50\|-4.94\|24.29\|25.05\|23.15\|133518;2026-07-23\|24.19\|2.94\|23.74\|26.50\|23.73\|165088;2026-07-24\|23.01\|-4.88\|23.97\|24.05\|22.50\|122997;2026-07-27\|24.41\|6.08\|23.03\|24.50\|22.35\|101089;2026-07-28\|22.86\|-6.35\|24.20\|24.40\|22.60\|89363;2026-07-29\|22.67\|-0.83\|23.27\|24.80\|21.84\|167990;2026-07-30\|19.88\|-12.31\|22.27\|22.54\|19.82\|159016;2026-07-31\|21.94\|10.36\|21.30\|23.33\|21.00\|200878;2026-08-03\|22.35\|1.87\|21.78\|23.05\|21.58\|119486;2026-08-04\|25.10\|12.30\|23.01\|25.38\|22.35\|164858;2026-08-05\|26.54\|5.74\|24.90\|26.97\|24.59\|149465;2026-08-06\|26.80\|0.98\|26.16\|27.41\|25.61\|110536;2026-08-07\|28.07\|4.74\|27.20\|28.34\|25.80\|124889;2026-08-10\|28.20\|0.46\|29.01\|29.97\|27.58\|136278;2026-08-11\|27.81\|-1.38\|27.91\|28.80\|27.48\|98722;2026-08-12\|28.17\|1.29\|27.72\|28.70\|27.56\|86594;2026-08-13\|28.30\|0.46\|30.31\|32.15\|28.29\|196135;2026-08-14\|28.67\|1.31\|28.80\|29.50\|28.11\|123893;2026-08-17\|33.20\|15.80\|28.76\|34.08\|28.68\|225617;2026-08-18\|34.23\|3.10\|33.78\|34.54\|31.74\|195267;2026-08-19\|29.90\|-12.65\|33.50\|33.60\|29.55\|164314;2026-08-20\|31.00\|3.68\|30.17\|32.40\|29.38\|146786;2026-08-21\|30.78\|-0.71\|30.71\|31.74\|30.40\|92718;2026-08-24\|29.33\|-4.71\|30.78\|30.98\|28.56\|121009;2026-08-25\|32.27\|10.02\|30.65\|32.93\|29.68\|195646;2026-08-26\|31.65\|-1.92\|32.85\|33.17\|31.20\|123457;2026-08-27\|32.78\|3.57\|31.34\|33.03\|31.16\|114179;2026-08-28\|31.64\|-3.48\|32.64\|32.89\|31.50\|81820;2026-08-31\|32.92\|4.05\|30.95\|33.25\|30.37\|95530;2026-09-01\|32.49\|-1.31\|32.93\|33.32\|32.42\|84706;2026-09-02\|33.70\|3.72\|32.17\|34.49\|31.36\|128925;2026-09-03\|34.11\|1.22\|33.80\|34.78\|33.21\|123288;2026-09-04\|35.50\|4.08\|35.00\|36.60\|34.33\|189169;2026-09-07\|37.45\|5.49\|37.18\|38.20\|36.30\|185173;2026-09-08\|38.32\|2.32\|36.79\|39.09\|36.61\|160246;2026-09-09\|36.53\|-4.67\|39.00\|41.14\|30.66\|219060;2026-09-10\|33.91\|-7.17\|35.29\|35.29\|33.70\|151491;2026-09-11\|32.68\|-3.63\|33.26\|33.50\|31.08\|107230;2026-09-14\|33.30\|1.90\|32.34\|33.65\|31.36\|116477;2026-09-15\|32.73\|-1.71\|33.21\|33.62\|32.06\|84616
114755	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	公司表示生产的锗可用于卫星太阳翼	2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.78\|0.35\|228.99\|237.49\|220.60\|106994;2026-09-10\|211.69\|-4.12\|219.13\|219.13\|209.80\|81060;2026-09-11\|206.12\|-2.63\|209.11\|210.87\|198.88\|89395;2026-09-14\|203.62\|-1.21\|204.08\|211.00\|197.01\|68445;2026-09-15\|198.57\|-2.48\|204.59\|205.35\|198.00\|68554
114754	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	工程咨询+数据中心+北斗技术+无人驾驶行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年4月4日年报，控股子公司贵州勘设泰宇坦行科技有限公司已开通无人驾驶智慧接驳示范线路，积极开拓市区、景区“智慧交通+文旅”创新业务场景。 2、据2026年4月4日年报，公司参编的国标《北斗卫星综合监测系统工程技术标准》已于2025年10月正式发布，北斗技术工程化应用获得国家级背书。 3、据2025年10月24日互动易，公司具备工程设计综合甲级等顶级资质，承担贵安新区腾讯七星数据中心、贵州省地震局数据中心等洞库式数据中心设计。 4、2026年4月4日年报，公司主营业务为工程咨询与工程承包，覆盖公路、市政、建筑等行业的规划设计等技术服务，核心业务是公路行业工程咨询与工程承包；公司拥有工程设计综合甲级、工程勘察综合甲级等全牌照资质，2025年新承接合同额中工程咨询与工程承包合计超13.6亿元。	1、公司作为第二起草单位参与制定的《北斗卫星综合监测系统工程技术标准》将于2026年3月实施，标志公司在北斗技术标准制定领域取得国家级突破； 2、中西部设计咨询龙头；公司参股8.4%的贵州翰凯斯智能技术有限公司专注无人驾驶移动空间应用，形成智慧产业、车路协同生态	2026-05-12\|13.37\|-0.30\|13.35\|13.45\|12.91\|176581;2026-05-13\|13.59\|1.65\|13.24\|13.69\|13.04\|161505;2026-05-14\|13.40\|-1.40\|13.41\|13.86\|13.39\|182790;2026-05-15\|13.36\|-0.30\|13.40\|13.65\|13.12\|196765;2026-05-18\|13.41\|0.37\|13.36\|13.65\|13.00\|130828;2026-05-19\|13.16\|-1.86\|13.68\|13.68\|12.60\|209866;2026-05-20\|12.90\|-1.98\|13.18\|13.30\|12.84\|137916;2026-05-21\|13.53\|4.88\|12.90\|14.12\|12.89\|308802;2026-05-22\|13.98\|3.33\|13.48\|14.18\|13.28\|213456;2026-05-25\|13.55\|-3.08\|14.00\|14.11\|13.31\|197663;2026-05-26\|12.92\|-4.65\|13.45\|14.00\|12.70\|184222;2026-05-27\|12.73\|-1.47\|12.90\|12.90\|11.64\|244100;2026-05-28\|14.00\|9.98\|12.75\|14.00\|12.63\|432569;2026-05-29\|12.89\|-7.93\|14.07\|14.09\|12.88\|384600;2026-06-01\|13.08\|1.47\|12.83\|14.00\|12.68\|256299;2026-06-02\|13.00\|-0.61\|12.97\|13.24\|12.67\|168744;2026-06-03\|13.84\|6.46\|13.05\|14.00\|12.92\|273616;2026-06-04\|14.39\|3.97\|13.79\|14.68\|13.70\|215980;2026-06-05\|13.83\|-3.89\|14.39\|14.62\|13.76\|203650;2026-06-08\|13.31\|-3.76\|13.40\|13.63\|12.85\|196035;2026-06-09\|13.21\|-0.75\|13.40\|13.59\|12.97\|152292;2026-06-10\|12.96\|-1.89\|13.25\|13.25\|12.70\|129919;2026-06-11\|13.39\|3.32\|12.77\|13.45\|12.73\|186075;2026-06-12\|12.97\|-3.14\|13.44\|13.73\|12.86\|146376;2026-06-15\|14.27\|10.02\|13.01\|14.27\|13.01\|283463;2026-06-16\|13.38\|-6.24\|14.88\|15.37\|13.31\|469890;2026-06-17\|14.72\|10.01\|13.21\|14.72\|12.72\|385419;2026-06-18\|14.40\|-2.17\|14.72\|14.80\|13.90\|317541;2026-06-22\|14.56\|1.11\|14.53\|14.61\|14.01\|214222;2026-06-23\|14.56\|0.00\|14.59\|14.89\|14.26\|227169;2026-06-24\|14.11\|-3.09\|14.50\|14.69\|13.90\|170358;2026-06-25\|15.29\|8.36\|14.10\|15.50\|13.75\|310983;2026-06-26\|15.41\|0.78\|15.30\|16.55\|15.19\|431240;2026-06-29\|15.56\|0.97\|15.86\|16.00\|15.30\|240130;2026-06-30\|14.45\|-7.13\|15.50\|15.73\|14.40\|257672;2026-07-01\|13.01\|-9.97\|14.80\|15.40\|13.01\|421049;2026-07-02\|11.71\|-9.99\|12.31\|12.36\|11.71\|210054;2026-07-03\|11.04\|-5.72\|11.03\|11.85\|10.75\|314480;2026-07-06\|9.95\|-9.87\|10.95\|10.98\|9.94\|349721;2026-07-07\|8.96\|-9.95\|9.53\|10.19\|8.96\|282669;2026-07-08\|9.02\|0.67\|8.93\|9.50\|8.81\|309379;2026-07-09\|9.00\|-0.22\|9.02\|9.58\|8.62\|237150;2026-07-10\|8.69\|-3.44\|9.01\|9.07\|8.69\|186253;2026-07-13\|8.07\|-7.13\|8.67\|8.75\|8.00\|199246;2026-07-14\|8.37\|3.72\|8.16\|8.37\|7.80\|172899;2026-07-15\|8.20\|-2.03\|8.32\|8.48\|8.03\|127470;2026-07-16\|8.06\|-1.71\|8.19\|8.43\|7.93\|117880;2026-07-17\|7.64\|-5.21\|8.05\|8.09\|7.50\|134992;2026-07-20\|6.88\|-9.95\|7.70\|7.77\|6.88\|158366;2026-07-21\|7.00\|1.74\|6.96\|7.05\|6.19\|227093;2026-07-22\|7.12\|1.71\|6.83\|7.24\|6.70\|175078;2026-07-23\|7.55\|6.04\|7.15\|7.66\|7.12\|202679;2026-07-24\|7.70\|1.99\|7.54\|7.75\|7.46\|151121;2026-07-27\|8.21\|6.62\|7.70\|8.30\|7.66\|204124;2026-07-28\|8.58\|4.51\|8.21\|8.72\|8.20\|193545;2026-07-29\|9.12\|6.29\|8.57\|9.31\|8.53\|256396;2026-07-30\|8.25\|-9.54\|9.04\|9.21\|8.21\|226907;2026-07-31\|8.47\|2.67\|8.42\|8.60\|8.25\|180270;2026-08-03\|8.79\|3.78\|8.55\|8.79\|8.45\|129591;2026-08-04\|9.18\|4.44\|8.89\|9.30\|8.88\|132660;2026-08-05\|9.18\|0.00\|9.30\|9.30\|8.85\|167792;2026-08-06\|9.35\|1.85\|9.18\|9.36\|9.10\|147159;2026-08-07\|9.39\|0.43\|9.38\|9.61\|9.20\|127908;2026-08-10\|9.45\|0.64\|9.49\|9.51\|9.26\|103304;2026-08-11\|9.77\|3.39\|9.46\|10.02\|9.40\|147017;2026-08-12\|9.88\|1.13\|9.78\|10.04\|9.71\|113934;2026-08-13\|9.41\|-4.76\|10.00\|10.00\|9.30\|151888;2026-08-14\|9.41\|0.00\|9.42\|9.54\|9.30\|101428;2026-08-17\|10.35\|9.99\|9.45\|10.35\|9.35\|186104;2026-08-18\|10.26\|-0.87\|10.25\|10.42\|10.08\|220550;2026-08-19\|9.50\|-7.41\|10.18\|10.40\|9.38\|220574;2026-08-20\|9.86\|3.79\|9.56\|10.07\|9.44\|180510;2026-08-21\|9.20\|-6.69\|9.84\|9.84\|9.10\|193724;2026-08-24\|9.22\|0.22\|9.15\|9.24\|8.60\|208716;2026-08-25\|9.64\|4.56\|9.10\|9.75\|8.88\|185809;2026-08-26\|9.33\|-3.22\|9.83\|9.85\|9.24\|108071;2026-08-27\|9.10\|-2.47\|9.16\|9.39\|9.02\|141716;2026-08-28\|9.06\|-0.44\|9.16\|9.27\|9.06\|93185;2026-08-31\|9.30\|2.65\|9.01\|9.38\|8.90\|94964;2026-09-01\|9.59\|3.12\|9.30\|9.79\|9.22\|123071;2026-09-02\|9.83\|2.50\|9.53\|10.03\|9.43\|162086;2026-09-03\|9.77\|-0.61\|9.83\|9.98\|9.69\|100798;2026-09-04\|9.97\|2.05\|9.83\|10.20\|9.76\|165771;2026-09-07\|10.44\|4.71\|9.97\|10.83\|9.96\|274937;2026-09-08\|10.76\|3.07\|10.65\|10.80\|10.41\|176832;2026-09-09\|10.94\|1.67\|10.70\|11.00\|10.52\|159552;2026-09-10\|11.02\|0.73\|10.89\|11.40\|10.89\|215052;2026-09-11\|11.07\|0.45\|10.91\|11.11\|10.63\|161534;2026-09-14\|10.75\|-2.89\|11.05\|11.11\|10.65\|131420;2026-09-15\|10.98\|2.14\|10.75\|11.13\|10.71\|104166
114753	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	可控核聚变+核电阀门+央企+控股股东增持行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年6月4日投资者关系活动记录表，公司正积极进行聚变堆的相关技术积累，对接核聚变阀门设备需求单位，可有力支撑核聚变阀门的自主开发和供货。 2、据2026年4月28日年报，公司作为全球核电阀门领域头部企业之一，具备二代、三代核电机组阀门成套供货能力及四代核电机组关键阀门供货能力，核级关键阀门综合市场占有率超50%。 3、据2026年6月18日公告，公司澄清未涉及“硅-28”相关业务，主营为工业用阀门的研发设计、生产、销售及服务，最终控制人为国务院国有资产监督管理委员会。 4、据2026年6月5日公告，公司控股股东中国核电工程有限公司于2026年6月4日增持100.5万股，并计划在2026年12月3日前以不超过4000万元继续增持。	1、公司在燃气轮机相关蒸汽系统关键隔离阀有供货业绩，在航空航天领域相关试验测试项目中有供货业绩； 2、公司作为中核集团旗下核级设备平台，承担 “熔盐堆燃料元件包壳材料研制” 国家重大专项，已突破相关抗腐蚀技术并交付首批燃料元件样品，还为甘肃钍基熔盐堆项目提供了核级阀门等配套产品	2026-05-12\|20.39\|-1.26\|20.67\|20.79\|20.30\|79068;2026-05-13\|20.39\|0.00\|20.36\|20.60\|20.25\|77109;2026-05-14\|19.73\|-3.24\|20.38\|20.43\|19.72\|88580;2026-05-15\|19.62\|-0.56\|19.83\|20.06\|19.53\|80671;2026-05-18\|19.44\|-0.92\|19.60\|19.67\|19.20\|63689;2026-05-19\|19.39\|-0.26\|19.45\|19.50\|19.06\|69224;2026-05-20\|18.88\|-2.63\|19.31\|19.35\|18.74\|108266;2026-05-21\|18.35\|-2.81\|18.90\|19.13\|18.33\|81617;2026-05-22\|18.56\|1.14\|18.41\|18.70\|18.13\|60075;2026-05-25\|18.70\|0.75\|18.58\|18.93\|18.45\|57063;2026-05-26\|18.06\|-3.42\|18.70\|18.70\|17.77\|91086;2026-05-27\|17.84\|-1.22\|17.95\|18.26\|17.79\|76517;2026-05-28\|18.53\|3.87\|17.80\|18.67\|17.76\|124033;2026-05-29\|17.63\|-4.86\|18.50\|18.51\|17.58\|96970;2026-06-01\|17.66\|0.17\|17.52\|17.87\|17.36\|56345;2026-06-02\|17.31\|-1.98\|17.66\|17.75\|17.02\|68294;2026-06-03\|17.40\|0.52\|17.31\|17.60\|17.18\|58245;2026-06-04\|17.11\|-1.67\|17.27\|17.37\|16.90\|70239;2026-06-05\|17.22\|0.64\|17.65\|17.88\|17.22\|106200;2026-06-08\|16.62\|-3.48\|16.83\|17.12\|16.35\|82258;2026-06-09\|16.75\|0.78\|16.66\|17.00\|16.57\|59012;2026-06-10\|16.20\|-3.28\|16.63\|16.71\|16.14\|57230;2026-06-11\|16.00\|-1.23\|16.00\|16.29\|15.91\|49621;2026-06-12\|16.42\|2.62\|16.15\|16.71\|16.10\|81041;2026-06-15\|18.06\|9.99\|16.43\|18.06\|16.43\|94663;2026-06-16\|19.87\|10.02\|19.87\|19.87\|19.87\|46016;2026-06-17\|21.86\|10.02\|21.86\|21.86\|20.72\|791286;2026-06-18\|19.67\|-10.02\|20.45\|20.78\|19.67\|540448;2026-06-22\|19.12\|-2.80\|18.82\|19.38\|18.40\|435413;2026-06-23\|18.11\|-5.28\|18.80\|19.09\|17.97\|283270;2026-06-24\|17.54\|-3.15\|17.95\|17.95\|17.02\|220731;2026-06-25\|17.00\|-3.08\|17.58\|17.67\|16.81\|180771;2026-06-26\|16.80\|-1.18\|16.96\|17.47\|16.75\|199613;2026-06-29\|18.48\|10.00\|17.41\|18.48\|17.41\|130713;2026-06-30\|19.54\|5.74\|18.48\|19.55\|17.82\|435755;2026-07-01\|18.89\|-3.33\|18.98\|19.35\|18.50\|295214;2026-07-02\|18.84\|-0.26\|18.50\|19.05\|18.48\|172774;2026-07-03\|18.85\|0.05\|18.66\|19.55\|18.65\|185927;2026-07-06\|17.68\|-6.21\|18.76\|18.94\|17.68\|186970;2026-07-07\|17.30\|-2.15\|18.10\|18.13\|17.25\|114377;2026-07-08\|16.91\|-2.25\|17.48\|17.50\|16.80\|100450;2026-07-09\|16.95\|0.24\|16.89\|16.95\|16.16\|120875;2026-07-10\|17.01\|0.35\|16.80\|17.46\|16.64\|122348;2026-07-13\|16.18\|-4.88\|17.00\|17.00\|16.17\|96260;2026-07-14\|16.13\|-0.31\|16.19\|16.25\|15.51\|90815;2026-07-15\|16.14\|0.75\|16.10\|16.33\|15.85\|59587;2026-07-16\|16.05\|-0.56\|16.00\|16.19\|15.72\|53773;2026-07-17\|16.32\|1.68\|16.13\|16.59\|16.00\|123984;2026-07-20\|17.02\|4.29\|16.26\|17.10\|16.12\|136154;2026-07-21\|16.81\|-1.23\|16.90\|16.93\|16.40\|108345;2026-07-22\|16.21\|-3.57\|16.86\|16.88\|16.18\|86044;2026-07-23\|16.42\|1.30\|16.08\|16.49\|15.90\|73432;2026-07-24\|16.63\|1.28\|16.25\|16.96\|16.11\|117769;2026-07-27\|17.16\|3.19\|16.30\|17.27\|16.14\|125560;2026-07-28\|17.00\|-0.93\|16.85\|17.75\|16.76\|144858;2026-07-29\|17.26\|1.53\|16.95\|17.50\|16.76\|120018;2026-07-30\|17.07\|-1.10\|17.16\|17.39\|16.87\|97829;2026-07-31\|17.19\|0.70\|17.09\|17.35\|17.09\|79518;2026-08-03\|18.40\|7.04\|17.40\|18.91\|17.24\|283379;2026-08-04\|18.25\|-0.82\|18.02\|18.30\|17.77\|208571;2026-08-05\|18.70\|2.47\|18.34\|18.96\|18.01\|234611;2026-08-06\|17.97\|-3.90\|18.36\|18.42\|17.90\|172584;2026-08-07\|17.75\|-1.22\|17.98\|18.08\|17.51\|110030;2026-08-10\|17.91\|0.90\|17.71\|17.97\|17.62\|76501;2026-08-11\|17.61\|-1.68\|17.83\|17.84\|17.57\|70176;2026-08-12\|17.72\|0.62\|17.58\|17.80\|17.55\|59494;2026-08-13\|17.62\|-0.56\|17.73\|17.93\|17.60\|79518;2026-08-14\|17.64\|0.11\|17.60\|17.69\|17.50\|50393;2026-08-17\|17.81\|0.96\|17.64\|17.81\|17.43\|67649;2026-08-18\|17.54\|-1.52\|17.80\|17.80\|17.42\|69217;2026-08-19\|16.52\|-5.82\|17.29\|17.32\|16.52\|89243;2026-08-20\|16.75\|1.39\|16.61\|16.82\|16.61\|44967;2026-08-21\|16.85\|0.60\|16.67\|16.89\|16.50\|37000;2026-08-24\|16.86\|0.06\|16.85\|16.99\|16.59\|35098;2026-08-25\|17.33\|2.79\|16.91\|17.35\|16.82\|67385;2026-08-26\|17.24\|-0.52\|17.57\|17.98\|17.21\|100752;2026-08-27\|17.23\|-0.06\|17.00\|17.25\|16.96\|56063;2026-08-28\|17.23\|0.00\|17.23\|17.32\|17.12\|46207;2026-08-31\|17.23\|0.00\|17.06\|17.25\|17.00\|44007;2026-09-01\|17.18\|-0.29\|17.20\|17.32\|17.16\|41640;2026-09-02\|17.02\|-0.93\|17.01\|17.15\|16.91\|40152;2026-09-03\|16.98\|-0.23\|17.02\|17.15\|16.91\|32226;2026-09-04\|16.99\|0.06\|17.00\|17.26\|16.95\|48542;2026-09-07\|17.15\|0.94\|16.99\|17.17\|16.85\|37916;2026-09-08\|17.31\|0.93\|17.14\|17.32\|17.03\|46057;2026-09-09\|17.40\|0.52\|17.32\|17.44\|17.21\|53191;2026-09-10\|17.15\|-1.44\|17.22\|17.35\|17.14\|46282;2026-09-11\|17.07\|-0.47\|17.01\|17.19\|16.85\|49462;2026-09-14\|16.84\|-1.35\|17.08\|17.14\|16.80\|37680;2026-09-15\|16.60\|-1.43\|16.86\|16.88\|16.59\|29046
114752	英特尔斥巨资建设半导体基板制造厂	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作	2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31758704;2026-07-14\|7.02\|2.78\|6.90\|7.17\|6.66\|29367326;2026-07-15\|6.38\|-9.12\|6.97\|6.97\|6.35\|30112728;2026-07-16\|6.05\|-5.17\|6.25\|6.39\|5.99\|26076559;2026-07-17\|6.07\|0.33\|6.09\|6.22\|5.88\|29568189;2026-07-20\|5.79\|-4.61\|6.15\|6.20\|5.62\|26813210;2026-07-21\|6.31\|8.98\|5.83\|6.36\|5.62\|32003979;2026-07-22\|6.04\|-4.28\|6.18\|6.38\|5.97\|24804252;2026-07-23\|6.06\|0.33\|6.07\|6.14\|5.95\|15753045;2026-07-24\|5.79\|-4.46\|5.92\|6.01\|5.78\|15536425;2026-07-27\|5.97\|3.11\|5.76\|5.97\|5.61\|16274775;2026-07-28\|5.58\|-6.53\|5.80\|5.89\|5.54\|17194932;2026-07-29\|5.71\|2.33\|5.67\|5.77\|5.54\|17218698;2026-07-30\|5.36\|-6.13\|5.63\|5.69\|5.29\|21987199;2026-07-31\|5.51\|2.80\|5.69\|5.72\|5.51\|20659173;2026-08-03\|5.42\|-1.63\|5.44\|5.53\|5.37\|12656172;2026-08-04\|5.63\|3.87\|5.46\|5.66\|5.43\|17534731;2026-08-05\|5.97\|6.04\|5.59\|6.03\|5.58\|25060238;2026-08-06\|5.96\|-0.17\|5.84\|6.08\|5.78\|18714113;2026-08-07\|6.07\|1.85\|5.97\|6.17\|5.86\|21206365;2026-08-10\|5.89\|-2.97\|6.08\|6.10\|5.81\|17777610;2026-08-11\|5.91\|0.34\|5.82\|6.04\|5.79\|13599559;2026-08-12\|5.93\|0.34\|5.88\|5.95\|5.84\|11603477;2026-08-13\|5.86\|-1.18\|6.00\|6.05\|5.85\|14950794;2026-08-14\|5.81\|-0.85\|5.93\|5.94\|5.71\|12589567;2026-08-17\|6.08\|4.65\|5.85\|6.08\|5.77\|21923586;2026-08-18\|6.47\|6.41\|6.09\|6.48\|6.09\|32425845;2026-08-19\|6.01\|-7.11\|6.20\|6.41\|5.93\|26473154;2026-08-20\|5.90\|-1.83\|6.07\|6.09\|5.87\|15278488;2026-08-21\|6.00\|1.69\|5.88\|6.05\|5.79\|13131308;2026-08-24\|5.75\|-4.17\|5.99\|5.99\|5.68\|14437855;2026-08-25\|5.74\|-0.17\|5.65\|5.79\|5.53\|10082392;2026-08-26\|5.72\|-0.35\|5.75\|5.78\|5.69\|8009002;2026-08-27\|5.94\|3.85\|5.75\|5.95\|5.74\|13588147;2026-08-28\|5.92\|-0.34\|5.90\|5.98\|5.86\|10338636;2026-08-31\|6.01\|1.52\|5.79\|6.02\|5.75\|13783033;2026-09-01\|5.91\|-1.66\|6.01\|6.01\|5.89\|9818392;2026-09-02\|5.79\|-2.03\|5.83\|5.84\|5.78\|8092266;2026-09-03\|5.71\|-1.38\|5.83\|5.84\|5.66\|8813273;2026-09-04\|5.61\|-1.75\|5.74\|5.77\|5.58\|9559233;2026-09-07\|5.68\|1.25\|5.66\|5.72\|5.61\|9175169;2026-09-08\|5.56\|-2.11\|5.65\|5.66\|5.55\|9572334;2026-09-09\|5.55\|-0.18\|5.61\|5.63\|5.52\|7371525;2026-09-10\|5.46\|-1.62\|5.51\|5.52\|5.45\|7616584;2026-09-11\|5.33\|-2.38\|5.37\|5.40\|5.21\|10562896;2026-09-14\|5.30\|-0.56\|5.26\|5.36\|5.23\|6284269;2026-09-15\|5.27\|-0.57\|5.26\|5.32\|5.25\|5355892
114751	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：TGV玻璃通孔激光加工设备国内领先，直接受益英特尔半导体基板制造厂建设；涨停缘由：TGV设备已导入多家封测厂，适配AI芯片先进封装需求；英特尔宣布斥资百亿美元建基板厂，玻璃基板成下一代主流方向；国产替代逻辑强化；资金逻辑：资金押注半导体先进封装设备国产化主线，6月15日主力净流入超千万元，北向持仓连续两期增持；风险提示：TGV设备订单尚未大规模放量，2025年该业务占比仍较低；行业竞争加剧，毛利率承压风险上升	公司研发并销售TGV玻璃通孔激光加工设备，可用于半导体先进封装领域	2026-05-12\|65.57\|-1.41\|67.23\|67.27\|65.01\|75018;2026-05-13\|66.78\|1.85\|65.60\|67.33\|64.88\|89821;2026-05-14\|66.80\|0.03\|66.78\|68.02\|65.81\|94635;2026-05-15\|64.97\|-2.74\|66.79\|68.02\|64.00\|112319;2026-05-18\|65.82\|1.31\|65.10\|66.80\|63.35\|101491;2026-05-19\|65.79\|-0.05\|65.67\|66.17\|63.47\|69584;2026-05-20\|65.58\|-0.32\|65.25\|66.22\|64.00\|64064;2026-05-21\|67.12\|2.35\|67.61\|74.98\|66.80\|210330;2026-05-22\|69.29\|3.23\|68.23\|70.23\|67.00\|137024;2026-05-25\|70.84\|2.24\|70.65\|72.79\|68.40\|132482;2026-05-26\|67.85\|-4.22\|70.50\|70.80\|67.18\|112418;2026-05-27\|67.88\|0.04\|69.40\|72.80\|67.17\|130159;2026-05-28\|69.26\|2.03\|68.27\|70.00\|66.23\|104995;2026-05-29\|63.53\|-8.27\|70.10\|71.43\|63.01\|138352;2026-06-01\|61.18\|-3.70\|63.10\|65.08\|61.01\|116712;2026-06-02\|60.24\|-1.54\|61.48\|61.98\|58.13\|108584;2026-06-03\|59.94\|-0.50\|60.51\|62.18\|59.01\|99605;2026-06-04\|61.48\|2.57\|59.92\|62.88\|58.22\|105048;2026-06-05\|68.46\|11.35\|62.02\|73.70\|60.18\|295839;2026-06-08\|67.16\|-1.90\|65.84\|71.41\|65.80\|226428;2026-06-09\|67.47\|0.46\|67.96\|68.50\|65.10\|175513;2026-06-10\|63.30\|-6.18\|65.50\|65.81\|62.00\|172094;2026-06-11\|62.94\|-0.57\|63.00\|65.95\|61.70\|126805;2026-06-12\|60.61\|-3.70\|64.21\|65.20\|60.40\|139023;2026-06-15\|67.28\|11.00\|60.66\|68.80\|60.66\|170840;2026-06-16\|72.03\|7.06\|67.14\|72.52\|67.14\|181045;2026-06-17\|73.00\|1.35\|70.86\|76.30\|70.86\|188052;2026-06-18\|77.90\|6.71\|74.70\|79.88\|73.03\|202230;2026-06-22\|76.64\|-1.62\|79.49\|81.76\|74.60\|189884;2026-06-23\|75.68\|-1.25\|76.99\|77.60\|73.52\|118251;2026-06-24\|75.67\|-0.01\|75.50\|76.50\|72.88\|118686;2026-06-25\|81.45\|7.64\|77.99\|82.60\|75.13\|226545;2026-06-26\|78.70\|-3.38\|80.50\|81.79\|77.61\|172736;2026-06-29\|76.02\|-3.41\|81.00\|82.94\|72.50\|223374;2026-06-30\|83.92\|10.39\|76.77\|84.88\|76.23\|208552;2026-07-01\|81.40\|-3.00\|83.01\|85.50\|79.70\|180218;2026-07-02\|74.15\|-8.91\|78.00\|78.88\|73.80\|158133;2026-07-03\|70.11\|-5.45\|74.29\|74.50\|70.00\|159236;2026-07-06\|68.41\|-2.42\|70.81\|71.70\|66.51\|135801;2026-07-07\|66.80\|-2.35\|68.28\|69.11\|65.80\|104650;2026-07-08\|64.68\|-3.17\|67.16\|68.30\|61.80\|147161;2026-07-09\|65.78\|1.70\|66.05\|66.80\|62.61\|109181;2026-07-10\|61.52\|-6.48\|65.59\|68.39\|61.52\|132740;2026-07-13\|55.35\|-10.03\|60.70\|61.40\|55.08\|149878;2026-07-14\|55.47\|0.22\|55.36\|56.18\|52.89\|124659;2026-07-15\|52.41\|-5.52\|56.10\|57.30\|51.72\|117563;2026-07-16\|49.23\|-6.07\|51.63\|52.48\|48.88\|118300;2026-07-17\|44.48\|-9.65\|50.04\|50.20\|44.00\|155912;2026-07-20\|40.10\|-9.85\|45.80\|46.14\|39.18\|197005;2026-07-21\|43.40\|8.23\|40.90\|43.57\|36.90\|181707;2026-07-22\|42.86\|-1.24\|43.14\|44.84\|42.21\|128244;2026-07-23\|42.73\|-0.30\|43.36\|43.77\|42.16\|92133;2026-07-24\|41.80\|-2.18\|42.07\|42.95\|41.22\|86010;2026-07-27\|45.50\|8.85\|42.01\|46.39\|41.82\|149923;2026-07-28\|42.85\|-5.82\|44.75\|45.90\|42.78\|97837;2026-07-29\|44.25\|3.27\|43.36\|44.58\|41.10\|128319;2026-07-30\|42.35\|-4.29\|44.02\|44.64\|42.01\|111039;2026-07-31\|42.80\|1.06\|45.10\|45.95\|42.80\|135712;2026-08-03\|44.47\|3.90\|42.52\|45.75\|41.61\|151486;2026-08-04\|45.40\|2.09\|44.99\|45.96\|44.11\|103439;2026-08-05\|47.20\|3.96\|45.20\|47.62\|45.01\|118473;2026-08-06\|47.10\|-0.21\|46.22\|48.23\|46.22\|111560;2026-08-07\|48.45\|2.87\|47.09\|49.00\|46.88\|123331;2026-08-10\|47.28\|-2.41\|48.50\|48.80\|46.58\|98375;2026-08-11\|47.29\|0.02\|47.00\|47.70\|46.15\|70563;2026-08-12\|47.82\|1.12\|47.10\|48.60\|47.00\|70302;2026-08-13\|48.58\|1.59\|48.52\|50.50\|47.88\|111671;2026-08-14\|49.06\|0.99\|48.75\|49.58\|47.83\|67352;2026-08-17\|52.76\|7.54\|49.08\|52.97\|49.06\|130669;2026-08-18\|56.55\|7.18\|52.66\|57.70\|52.35\|194250;2026-08-19\|53.05\|-6.19\|54.14\|56.20\|51.88\|191990;2026-08-20\|53.41\|0.68\|54.10\|54.95\|52.30\|129502;2026-08-21\|52.59\|-1.54\|53.24\|54.07\|51.44\|79000;2026-08-24\|55.45\|5.44\|52.34\|56.98\|52.04\|160938;2026-08-25\|55.33\|-0.22\|55.39\|55.84\|53.10\|96250;2026-08-26\|52.08\|-5.87\|55.82\|55.82\|50.85\|172359;2026-08-27\|56.37\|8.24\|52.02\|57.77\|52.02\|202041;2026-08-28\|57.91\|2.73\|57.00\|61.50\|56.52\|184571;2026-08-31\|56.85\|-1.83\|56.97\|57.74\|54.18\|155475;2026-09-01\|54.41\|-4.29\|56.85\|57.22\|54.31\|97526;2026-09-02\|53.78\|-1.16\|54.11\|55.97\|53.11\|102008;2026-09-03\|55.52\|3.24\|54.28\|56.17\|54.10\|108290;2026-09-04\|53.49\|-3.66\|55.55\|56.56\|53.10\|102411;2026-09-07\|53.45\|-0.07\|54.13\|54.70\|53.37\|102382;2026-09-08\|52.47\|-1.83\|53.70\|54.35\|52.16\|89243;2026-09-09\|59.03\|12.50\|52.88\|59.75\|52.88\|254514;2026-09-10\|59.60\|0.97\|59.19\|61.22\|58.04\|147635;2026-09-11\|56.09\|-5.89\|59.22\|59.26\|53.75\|177271;2026-09-14\|57.20\|1.98\|56.10\|59.20\|54.04\|118624;2026-09-15\|56.02\|-2.06\|57.00\|57.87\|55.96\|101507
114750	英特尔斥巨资建设半导体基板制造厂	导光板+TAC膜+产品升级行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司TAC膜项目厂房建设稳步推进，调液罐体、碳纤维滚轴及拉伸设备已到场，实验室试制膜已送下游检测且结果与自测无重大差异；京东方、三利谱与公司共同设立子公司安徽吉光从事TAC膜项目，该项目旨在打破日本垄断，当前地缘关系下必要性进一步加强。 2、据2025年年度报告，公司主营导光板，是国内中大尺寸导光板领域生产规模领先的企业之一，产品广泛应用于联想、华为、小米、LG等品牌的显示器及电视中。 3、据2026年4月29日业绩说明会，公司聚焦高技术、高附加值产品，自主研发的棱镜型网点技术2025年实现营收约4200万元，提升了公司在高端显示产品领域的市场占有率。	公司主营中大尺寸导光板，产品厚度0.3-3 mm、尺寸8-86英寸，已批量供货京东方、小米、华为、LG等头部面板品牌	2026-05-12\|51.50\|-4.28\|53.40\|54.00\|51.22\|48750;2026-05-13\|52.09\|1.15\|51.50\|52.60\|50.75\|34788;2026-05-14\|54.83\|5.26\|52.62\|55.95\|51.71\|61546;2026-05-15\|53.70\|-2.06\|54.71\|55.14\|52.60\|48976;2026-05-18\|55.41\|3.18\|53.32\|55.81\|52.32\|37521;2026-05-19\|56.25\|1.52\|55.44\|56.33\|52.00\|48704;2026-05-20\|57.12\|1.55\|55.69\|57.78\|55.00\|37386;2026-05-21\|53.68\|-6.02\|57.50\|61.66\|53.54\|85325;2026-05-22\|58.97\|9.85\|54.32\|60.36\|53.38\|84813;2026-05-25\|58.77\|-0.17\|58.86\|59.55\|56.48\|52907;2026-05-26\|61.85\|5.24\|58.77\|62.44\|58.00\|70541;2026-05-27\|61.02\|-1.34\|61.72\|64.75\|60.06\|69951;2026-05-28\|59.70\|-2.16\|60.62\|61.50\|57.00\|69375;2026-05-29\|52.53\|-12.01\|60.00\|60.03\|51.45\|93717;2026-06-01\|51.14\|-2.65\|51.60\|53.46\|50.61\|46671;2026-06-02\|52.80\|3.25\|50.80\|53.49\|49.12\|54427;2026-06-03\|53.20\|0.76\|52.74\|54.35\|51.51\|35673;2026-06-04\|52.47\|-1.37\|51.81\|53.00\|51.22\|25648;2026-06-05\|52.52\|0.10\|52.27\|54.88\|51.50\|28195;2026-06-08\|50.02\|-4.76\|50.79\|52.20\|49.00\|28309;2026-06-09\|51.82\|3.60\|51.35\|51.97\|49.60\|19601;2026-06-10\|50.62\|-2.32\|51.11\|51.32\|49.86\|20407;2026-06-11\|54.65\|7.96\|50.97\|56.14\|49.65\|50656;2026-06-12\|53.00\|-3.02\|56.00\|57.25\|52.41\|48827;2026-06-15\|58.99\|11.30\|53.71\|60.62\|53.71\|74091;2026-06-16\|60.07\|1.83\|58.67\|61.68\|57.70\|48702;2026-06-17\|61.10\|1.71\|59.77\|62.50\|59.60\|33949;2026-06-18\|64.36\|5.34\|62.30\|65.50\|60.79\|49540;2026-06-22\|64.06\|-0.47\|66.57\|67.91\|62.15\|47577;2026-06-23\|62.50\|-2.44\|64.24\|64.97\|61.66\|36573;2026-06-24\|65.95\|5.52\|61.86\|66.64\|60.50\|36621;2026-06-25\|66.08\|0.20\|65.57\|69.20\|65.18\|35401;2026-06-26\|68.73\|4.01\|66.11\|70.76\|64.65\|50980;2026-06-29\|74.23\|8.00\|68.00\|75.87\|68.00\|70153;2026-06-30\|89.08\|20.01\|74.23\|89.08\|73.39\|92373;2026-07-01\|92.59\|3.94\|94.88\|102.50\|90.37\|160667;2026-07-02\|98.31\|6.18\|90.72\|104.00\|85.51\|138994;2026-07-03\|97.50\|-0.82\|99.87\|103.87\|92.44\|87212;2026-07-06\|92.81\|-4.81\|97.72\|99.59\|89.92\|69726;2026-07-07\|99.20\|6.88\|96.94\|103.96\|95.20\|106083;2026-07-08\|91.40\|-7.86\|99.25\|101.00\|89.50\|72068;2026-07-09\|93.00\|1.75\|92.00\|95.48\|85.00\|89220;2026-07-10\|93.00\|0.00\|92.88\|99.50\|89.00\|80296;2026-07-13\|77.76\|-16.39\|92.11\|93.79\|77.26\|86399;2026-07-14\|84.24\|8.33\|78.75\|84.44\|75.94\|63071;2026-07-15\|78.15\|-7.23\|84.20\|85.85\|77.51\|43358;2026-07-16\|70.48\|-9.81\|76.27\|77.48\|69.80\|57746;2026-07-17\|65.13\|-7.59\|69.78\|71.49\|63.88\|61149;2026-07-20\|65.94\|1.24\|66.63\|73.58\|64.30\|116500;2026-07-21\|70.13\|6.35\|67.26\|72.00\|57.81\|110286;2026-07-22\|65.59\|-6.47\|68.68\|73.59\|65.30\|64899;2026-07-23\|62.62\|-4.53\|65.59\|67.00\|61.20\|49280;2026-07-24\|61.41\|-1.93\|61.73\|63.84\|60.12\|34377;2026-07-27\|65.30\|6.33\|61.00\|65.40\|59.06\|33715;2026-07-28\|60.06\|-8.02\|63.29\|65.45\|59.30\|31979;2026-07-29\|57.71\|-3.91\|60.06\|60.30\|54.05\|50152;2026-07-30\|52.37\|-9.25\|58.00\|58.21\|51.12\|59512;2026-07-31\|54.76\|4.56\|58.20\|60.18\|54.50\|55466;2026-08-03\|49.90\|-8.88\|54.78\|56.30\|49.50\|49068;2026-08-04\|52.80\|5.81\|50.16\|53.40\|48.62\|53259;2026-08-05\|63.36\|20.00\|52.81\|63.36\|52.81\|43843;2026-08-06\|66.18\|4.45\|65.40\|66.88\|63.65\|88058;2026-08-07\|67.80\|2.45\|66.21\|69.50\|64.47\|64584;2026-08-10\|66.25\|-2.29\|66.68\|68.06\|63.80\|51415;2026-08-11\|66.28\|0.05\|64.51\|68.06\|64.51\|43903;2026-08-12\|68.84\|3.86\|66.60\|69.00\|65.50\|43033;2026-08-13\|67.11\|-2.51\|70.23\|70.50\|67.00\|51721;2026-08-14\|69.40\|3.41\|67.34\|72.20\|67.34\|45155;2026-08-17\|72.57\|4.57\|69.40\|72.57\|68.50\|41218;2026-08-18\|73.31\|1.02\|72.42\|73.89\|70.20\|46260;2026-08-19\|65.70\|-10.38\|71.52\|72.92\|65.30\|55146;2026-08-20\|65.20\|-0.76\|66.01\|66.90\|64.01\|39316;2026-08-21\|65.83\|0.97\|65.00\|67.50\|63.30\|26489;2026-08-24\|64.05\|-2.70\|65.89\|66.30\|61.80\|26954;2026-08-25\|63.39\|-1.03\|62.92\|64.36\|59.98\|31158;2026-08-26\|62.99\|-0.63\|63.39\|64.67\|61.91\|29691;2026-08-27\|68.30\|8.43\|66.14\|68.68\|64.14\|63032;2026-08-28\|67.08\|-1.79\|68.58\|70.35\|66.06\|50624;2026-08-31\|68.05\|1.45\|66.03\|68.70\|65.15\|31621;2026-09-01\|65.37\|-3.94\|68.38\|68.42\|64.15\|33547;2026-09-02\|62.90\|-3.78\|64.12\|64.90\|62.70\|19731;2026-09-03\|63.27\|0.59\|63.49\|64.68\|61.58\|18415;2026-09-04\|61.36\|-3.02\|63.81\|66.33\|60.51\|30762;2026-09-07\|65.20\|6.26\|62.00\|66.14\|62.00\|29706;2026-09-08\|63.88\|-2.02\|64.87\|65.44\|63.39\|23090;2026-09-09\|64.58\|1.10\|64.50\|65.94\|63.61\|20512;2026-09-10\|65.37\|1.22\|64.12\|65.58\|63.68\|18772;2026-09-11\|61.99\|-5.17\|64.00\|64.94\|60.17\|29828;2026-09-14\|64.77\|4.48\|61.00\|66.68\|60.21\|31731;2026-09-15\|66.85\|3.21\|64.44\|67.80\|63.80\|31790
114749	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	公司核心产品TGV（玻璃通孔）玻璃基板是下一代芯片先进封装的关键材料	2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944;2026-07-27\|36.63\|-1.85\|36.95\|37.44\|34.60\|1765997;2026-07-28\|33.86\|-7.56\|35.01\|36.10\|33.49\|1255094;2026-07-29\|33.39\|-1.39\|33.80\|34.27\|31.86\|1169945;2026-07-30\|30.83\|-7.67\|32.78\|33.49\|30.80\|1220529;2026-07-31\|31.58\|2.43\|33.12\|33.69\|31.57\|1291061;2026-08-03\|31.57\|-0.03\|31.38\|32.10\|30.98\|734406;2026-08-04\|32.95\|4.37\|32.00\|33.20\|31.58\|1020226;2026-08-05\|35.09\|6.49\|32.80\|35.67\|32.58\|1490791;2026-08-06\|34.82\|-0.77\|34.30\|35.58\|34.24\|1099273;2026-08-07\|35.90\|3.10\|35.10\|36.80\|35.00\|1439688;2026-08-10\|34.89\|-2.81\|36.20\|36.50\|34.23\|968702;2026-08-11\|34.60\|-0.83\|34.50\|35.19\|33.92\|755483;2026-08-12\|35.25\|1.88\|34.49\|35.59\|34.19\|773027;2026-08-13\|34.65\|-1.70\|35.62\|36.05\|34.64\|885430;2026-08-14\|35.74\|3.15\|35.16\|35.85\|34.72\|938790;2026-08-17\|36.99\|3.50\|35.60\|36.99\|35.22\|1204111;2026-08-18\|39.12\|5.76\|36.98\|39.22\|36.67\|1854521;2026-08-19\|36.15\|-7.59\|37.76\|38.35\|35.89\|1483985;2026-08-20\|37.98\|5.06\|36.80\|38.35\|36.36\|1387413;2026-08-21\|37.19\|-2.08\|37.30\|37.80\|36.47\|1029227;2026-08-24\|37.95\|2.04\|37.31\|38.10\|36.52\|1218741;2026-08-25\|37.90\|-0.13\|37.49\|39.00\|35.79\|1309981;2026-08-26\|39.02\|2.96\|37.91\|39.60\|37.91\|1273314;2026-08-27\|39.05\|0.08\|39.08\|39.27\|38.38\|1067287;2026-08-28\|38.23\|-2.10\|39.06\|40.09\|38.19\|1219966;2026-08-31\|38.93\|1.83\|37.08\|39.10\|36.89\|950719;2026-09-01\|37.30\|-4.19\|38.90\|38.90\|37.24\|866180;2026-09-02\|36.91\|-1.05\|37.00\|37.82\|36.78\|626182;2026-09-03\|35.87\|-2.82\|37.14\|37.46\|35.21\|964614;2026-09-04\|35.14\|-2.04\|36.20\|36.83\|34.79\|755282;2026-09-07\|35.78\|1.82\|35.30\|36.11\|35.15\|633516;2026-09-08\|34.60\|-3.30\|35.76\|35.76\|34.51\|742587;2026-09-09\|35.12\|1.50\|34.98\|35.35\|34.55\|584264;2026-09-10\|33.81\|-3.73\|34.52\|34.66\|33.59\|747776;2026-09-11\|33.27\|-1.60\|33.70\|34.77\|32.95\|790453;2026-09-14\|33.27\|0.00\|33.04\|33.96\|32.55\|560849;2026-09-15\|32.86\|-1.23\|33.25\|33.36\|32.77\|434022
114748	英特尔斥巨资建设半导体基板制造厂	中硼硅药用玻璃+RTU免洗免灭药包+产品涨价 1、据2026年5月15日投资者关系活动记录表，2026年公司把握市场动态，对公司部分产品进行了涨价，以应对集采政策落地后医药包装市场的需求恢复。 2、据2025年年度报告，公司于2025年投产免洗免灭菌RTU药用包材及预灌封注射器项目，产品针对美国503B法案催生的药房无菌新需求，已在美国设立公司搭建海外团队实现本地化销售。 3、据2025年年度报告，公司是国内领先的中硼硅药用玻璃生产基地，中硼硅产品占医药包装业务收入超过85%，形成了从制管到制瓶的完整产业链。	作为国内领先的硼硅玻璃生产企业，表示探索硼硅玻璃材料在多个前沿领域如微晶玻璃、光学玻璃的应用场景	2026-05-12\|33.03\|0.09\|34.04\|34.56\|32.41\|357234;2026-05-13\|34.94\|5.78\|32.34\|35.67\|31.66\|302750;2026-05-14\|36.85\|5.47\|34.32\|37.77\|33.39\|337698;2026-05-15\|35.49\|-3.69\|36.81\|37.31\|34.75\|282778;2026-05-18\|39.44\|11.13\|35.36\|41.80\|35.36\|367900;2026-05-19\|40.01\|1.45\|39.61\|41.00\|38.00\|249404;2026-05-20\|40.33\|0.80\|40.87\|40.87\|37.02\|267696;2026-05-21\|43.31\|7.39\|43.66\|48.38\|43.31\|435666;2026-05-22\|49.15\|13.48\|45.10\|50.20\|43.99\|337944;2026-05-25\|45.40\|-7.63\|47.50\|48.69\|43.21\|355532;2026-05-26\|44.90\|-1.10\|45.00\|45.87\|40.40\|285996;2026-05-27\|43.86\|-2.32\|43.99\|47.02\|43.00\|232309;2026-05-28\|44.20\|0.78\|42.28\|45.30\|40.88\|220686;2026-05-29\|42.26\|-4.39\|46.67\|46.98\|41.43\|211305;2026-06-01\|44.22\|4.64\|43.57\|47.50\|43.06\|241777;2026-06-02\|42.35\|-4.23\|43.98\|45.40\|40.30\|237487;2026-06-03\|45.45\|7.32\|41.80\|47.47\|40.69\|314385;2026-06-04\|54.54\|20.00\|44.00\|54.54\|43.52\|361391;2026-06-05\|54.69\|0.28\|54.94\|57.50\|52.36\|352887;2026-06-08\|52.56\|-3.89\|51.01\|57.88\|51.01\|334345;2026-06-09\|53.40\|1.79\|53.01\|54.41\|49.66\|317072;2026-06-10\|49.96\|-6.44\|52.00\|52.40\|48.28\|222366;2026-06-11\|54.86\|9.81\|49.08\|56.30\|47.17\|315131;2026-06-12\|52.46\|-4.37\|55.74\|56.50\|51.00\|232573;2026-06-15\|58.88\|12.24\|55.01\|59.40\|55.01\|223254;2026-06-16\|63.16\|7.27\|58.35\|67.93\|58.05\|297805;2026-06-17\|71.65\|13.44\|65.76\|74.00\|63.01\|311182;2026-06-18\|66.86\|-6.69\|67.90\|69.97\|66.22\|251045;2026-06-22\|68.20\|2.00\|69.80\|70.00\|66.68\|245448;2026-06-23\|66.47\|-2.54\|68.00\|69.90\|64.50\|199064;2026-06-24\|68.26\|2.69\|67.66\|71.00\|65.80\|227610;2026-06-25\|66.23\|-2.97\|70.36\|72.65\|65.78\|278213;2026-06-26\|71.15\|7.43\|65.62\|76.30\|64.26\|304622;2026-06-29\|63.18\|-11.20\|70.79\|73.88\|62.00\|298698;2026-06-30\|66.90\|5.89\|65.08\|69.40\|64.02\|227189;2026-07-01\|63.40\|-5.23\|65.70\|66.47\|63.06\|177733;2026-07-02\|57.44\|-9.40\|58.88\|62.25\|57.18\|247808;2026-07-03\|51.55\|-10.25\|56.68\|57.44\|51.31\|292211;2026-07-06\|47.04\|-8.75\|51.64\|52.55\|46.58\|225540;2026-07-07\|45.57\|-3.12\|47.00\|47.60\|44.60\|150146;2026-07-08\|47.99\|5.31\|46.48\|50.56\|45.88\|296542;2026-07-09\|50.01\|4.21\|48.94\|51.87\|47.15\|233635;2026-07-10\|45.73\|-8.56\|51.52\|51.89\|45.65\|240792;2026-07-13\|41.20\|-9.91\|45.06\|45.50\|40.51\|251422;2026-07-14\|43.48\|5.53\|41.00\|43.73\|40.15\|162063;2026-07-15\|42.33\|-2.64\|44.35\|44.44\|42.00\|143256;2026-07-16\|40.71\|-3.83\|41.95\|42.03\|40.09\|121908;2026-07-17\|38.02\|-6.61\|40.71\|41.52\|37.68\|145543;2026-07-20\|33.40\|-12.15\|39.66\|39.80\|32.43\|218403;2026-07-21\|36.34\|8.80\|34.06\|36.55\|29.00\|228264;2026-07-22\|36.24\|-0.28\|35.70\|37.88\|35.38\|162513;2026-07-23\|35.91\|-0.91\|35.99\|37.79\|35.20\|119769;2026-07-24\|34.96\|-2.65\|35.19\|36.33\|34.00\|96212;2026-07-27\|38.42\|9.90\|35.08\|38.56\|35.02\|158736;2026-07-28\|35.55\|-7.47\|38.34\|38.43\|35.30\|142563;2026-07-29\|33.94\|-4.53\|35.56\|35.65\|32.00\|148296;2026-07-30\|31.62\|-6.84\|34.16\|34.96\|30.71\|167600;2026-07-31\|33.19\|4.97\|34.00\|37.82\|33.10\|217147;2026-08-03\|32.99\|-0.60\|33.29\|34.73\|32.40\|159172;2026-08-04\|34.45\|4.43\|32.99\|35.02\|32.71\|148643;2026-08-05\|37.55\|9.00\|34.01\|38.36\|33.83\|191577;2026-08-06\|38.41\|2.29\|36.75\|39.12\|36.57\|177534;2026-08-07\|41.69\|8.54\|38.15\|43.50\|38.09\|313053;2026-08-10\|37.99\|-8.88\|40.96\|41.50\|37.67\|277369;2026-08-11\|38.95\|2.53\|38.01\|39.50\|37.08\|182308;2026-08-12\|39.74\|2.03\|38.94\|40.86\|38.51\|172688;2026-08-13\|42.50\|6.95\|40.23\|45.45\|39.68\|334671;2026-08-14\|41.46\|-2.45\|41.90\|43.48\|39.86\|297037;2026-08-17\|43.78\|5.60\|41.00\|43.80\|41.00\|229466;2026-08-18\|45.36\|3.61\|44.02\|45.97\|42.10\|281292;2026-08-19\|38.82\|-14.42\|43.51\|43.85\|38.82\|251665;2026-08-20\|38.54\|-0.72\|39.38\|40.18\|38.06\|150126;2026-08-21\|39.00\|1.19\|38.24\|39.78\|37.03\|142277;2026-08-24\|37.46\|-3.95\|39.00\|39.13\|36.20\|128122;2026-08-25\|36.56\|-2.40\|35.97\|37.42\|34.38\|157991;2026-08-26\|36.11\|-1.23\|36.92\|37.14\|34.72\|119872;2026-08-27\|38.03\|5.32\|36.18\|38.50\|35.80\|145610;2026-08-28\|36.99\|-2.73\|37.50\|38.30\|36.87\|109160;2026-08-31\|37.63\|1.73\|36.27\|37.84\|35.68\|99016;2026-09-01\|35.61\|-5.37\|37.80\|37.90\|35.28\|113829;2026-09-02\|34.84\|-2.16\|35.28\|35.29\|34.18\|96247;2026-09-03\|35.43\|1.69\|35.06\|35.85\|34.43\|73463;2026-09-04\|34.67\|-2.15\|35.75\|37.00\|34.26\|90672;2026-09-07\|35.68\|2.91\|34.70\|36.55\|34.70\|103199;2026-09-08\|32.77\|-8.16\|34.30\|34.91\|31.89\|263708;2026-09-09\|33.43\|2.01\|33.05\|34.29\|32.50\|172258;2026-09-10\|33.09\|-1.02\|33.66\|33.71\|32.51\|84267;2026-09-11\|31.77\|-3.99\|32.79\|32.88\|30.59\|127645;2026-09-14\|31.84\|0.22\|31.00\|32.29\|30.66\|102454;2026-09-15\|31.83\|-0.03\|31.67\|32.85\|31.50\|70969
114747	英特尔斥巨资建设半导体基板制造厂	CPO+存储芯片+激光设备+年报扭亏行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日互动易，公司持续关注CPO前沿领域技术发展，围绕光互连制造环节，提供光纤材料精密切割、检测及基板微孔加工等激光解决方案，公司与行业知名客户保持稳定合作关系并持续开展技术交流与工艺验证。 2、据2026年4月28日年报，公司针对存储芯片领域推出SDBG相关设备，可适配超薄晶圆隐形切割与减薄前加工，已获得国内头部厂商量产订单并已通过客户端量产验证。 3、据2026年4月28日年报，公司2025年度实现营业收入7.87亿元，同比增长10.10%，实现归母净利润2584.79万元，同比扭亏为盈，主要系产品验收增加和费用管控等因素所致。	1、公司为玻璃基板封装提供关键的TGV（玻璃通孔）激光微孔加工设备； 2、公司LSD-6130硅晶圆激光隐切设备已获国内存储芯片头部厂商订单并完成量产验证，后续推广有望加速； 3、公司重点关注固态电池技术，将压辊清洗、激光烘烤等技术引入到固态电池制程应用，攻克固态电池制程难题，推出极片制痕绝缘、干法电极激光预热、超快激光极片制片等;	2026-05-12\|66.02\|-0.71\|66.00\|66.51\|64.60\|61832;2026-05-13\|68.99\|4.50\|64.35\|70.66\|64.09\|96329;2026-05-14\|72.74\|5.44\|71.00\|76.46\|69.82\|125573;2026-05-15\|73.64\|1.24\|72.77\|77.08\|71.50\|142400;2026-05-18\|72.78\|-1.17\|73.99\|78.88\|71.14\|125556;2026-05-19\|74.25\|2.02\|71.00\|75.66\|68.80\|118044;2026-05-20\|76.80\|3.43\|74.00\|78.60\|72.61\|105383;2026-05-21\|77.48\|0.89\|81.50\|88.88\|76.82\|161349;2026-05-22\|78.70\|1.57\|78.00\|80.68\|75.70\|124938;2026-05-25\|90.27\|14.70\|81.00\|91.99\|78.00\|152493;2026-05-26\|87.43\|-3.15\|89.37\|91.00\|83.74\|123890;2026-05-27\|88.99\|1.78\|90.74\|95.65\|85.50\|125941;2026-05-28\|92.00\|3.38\|85.55\|93.00\|80.60\|111806;2026-05-29\|76.56\|-16.78\|91.08\|91.08\|75.00\|128215;2026-06-01\|70.06\|-8.49\|74.80\|77.68\|70.05\|95743;2026-06-02\|71.40\|1.91\|70.90\|73.70\|68.41\|81767;2026-06-03\|72.28\|1.23\|71.40\|75.80\|70.00\|84076;2026-06-04\|75.10\|3.90\|69.95\|76.28\|69.01\|89626;2026-06-05\|80.15\|6.72\|73.00\|83.22\|72.01\|113615;2026-06-08\|75.75\|-5.49\|75.73\|81.67\|75.67\|80814;2026-06-09\|79.40\|4.82\|77.20\|79.74\|73.99\|77073;2026-06-10\|71.02\|-10.55\|77.59\|78.00\|69.52\|79390;2026-06-11\|70.39\|-0.89\|69.03\|71.60\|65.98\|62897;2026-06-12\|67.70\|-3.82\|73.15\|73.88\|67.10\|72761;2026-06-15\|81.24\|20.00\|68.50\|81.24\|68.11\|123741;2026-06-16\|83.13\|2.33\|80.02\|83.47\|79.02\|90013;2026-06-17\|85.79\|3.20\|80.25\|89.90\|80.25\|110051;2026-06-18\|85.25\|-0.63\|83.08\|86.40\|83.08\|80493;2026-06-22\|85.70\|0.53\|86.82\|89.89\|82.27\|101406;2026-06-23\|82.49\|-3.75\|84.33\|84.33\|78.70\|89119;2026-06-24\|81.60\|-1.08\|81.33\|82.22\|78.25\|77480;2026-06-25\|83.66\|2.52\|85.00\|85.58\|80.00\|107033;2026-06-26\|88.01\|5.20\|84.00\|90.89\|82.07\|137454;2026-06-29\|87.88\|-0.15\|88.88\|94.78\|81.80\|105509;2026-06-30\|96.01\|9.25\|89.30\|99.66\|89.06\|116243;2026-07-01\|91.23\|-4.98\|93.40\|94.99\|90.00\|93034;2026-07-02\|78.97\|-13.44\|86.00\|86.29\|78.36\|82522;2026-07-03\|75.04\|-4.98\|76.07\|80.62\|73.58\|73148;2026-07-06\|70.72\|-5.76\|75.99\|76.79\|69.56\|60037;2026-07-07\|68.85\|-2.64\|69.75\|72.50\|67.72\|43956;2026-07-08\|65.57\|-4.76\|69.08\|69.96\|63.60\|67686;2026-07-09\|69.78\|6.42\|66.20\|69.98\|65.02\|57686;2026-07-10\|62.58\|-10.32\|70.00\|72.38\|62.55\|82357;2026-07-13\|59.46\|-4.99\|62.45\|64.50\|59.00\|56599;2026-07-14\|62.30\|4.78\|60.05\|63.20\|58.00\|50700;2026-07-15\|59.54\|-4.43\|62.90\|63.80\|59.16\|39819;2026-07-16\|57.32\|-3.73\|58.03\|61.07\|57.02\|39201;2026-07-17\|50.80\|-11.37\|57.00\|58.39\|50.58\|54456;2026-07-20\|47.60\|-6.30\|52.00\|53.30\|46.00\|60902;2026-07-21\|51.01\|7.16\|47.89\|51.18\|41.20\|78225;2026-07-22\|48.58\|-4.76\|50.43\|51.54\|47.88\|56941;2026-07-23\|47.92\|-1.36\|48.68\|50.23\|47.40\|37311;2026-07-24\|46.08\|-3.84\|47.08\|48.17\|45.60\|36893;2026-07-27\|48.26\|4.73\|46.39\|48.48\|45.22\|35842;2026-07-28\|45.76\|-5.18\|46.95\|49.49\|45.23\|41119;2026-07-29\|44.38\|-3.02\|45.91\|46.18\|41.98\|47861;2026-07-30\|41.26\|-7.03\|44.38\|44.61\|40.88\|46063;2026-07-31\|43.73\|5.99\|44.60\|46.50\|43.68\|53866;2026-08-03\|41.44\|-5.24\|43.74\|44.25\|41.02\|53180;2026-08-04\|44.73\|7.94\|42.08\|45.09\|41.00\|44956;2026-08-05\|50.58\|13.08\|44.73\|51.40\|43.78\|80698;2026-08-06\|52.19\|3.18\|49.50\|54.71\|49.42\|75192;2026-08-07\|53.95\|3.37\|52.49\|54.71\|51.10\|62544;2026-08-10\|52.19\|-3.26\|53.70\|54.20\|50.88\|51513;2026-08-11\|51.10\|-2.09\|51.93\|52.20\|50.18\|33821;2026-08-12\|52.88\|3.48\|51.51\|53.66\|51.09\|38548;2026-08-13\|51.77\|-2.10\|53.95\|54.43\|51.77\|42136;2026-08-14\|56.15\|8.46\|52.41\|56.28\|51.77\|59014;2026-08-17\|57.05\|1.60\|55.88\|57.09\|55.08\|51542;2026-08-18\|56.27\|-1.37\|56.83\|58.30\|55.15\|49406;2026-08-19\|51.78\|-7.98\|54.00\|55.99\|51.33\|54460;2026-08-20\|53.01\|2.38\|52.60\|54.50\|51.20\|40713;2026-08-21\|52.95\|-0.11\|53.00\|53.33\|51.05\|29446;2026-08-24\|52.72\|-0.43\|52.97\|54.65\|51.01\|47323;2026-08-25\|52.41\|-0.59\|51.81\|53.28\|49.60\|30506;2026-08-26\|51.70\|-1.35\|52.60\|53.33\|50.60\|25911;2026-08-27\|54.12\|4.68\|52.16\|54.60\|51.20\|34317;2026-08-28\|53.70\|-0.78\|53.87\|56.94\|53.64\|42526;2026-08-31\|55.30\|2.98\|52.55\|55.78\|52.51\|46070;2026-09-01\|52.05\|-5.88\|55.47\|55.98\|51.80\|46128;2026-09-02\|52.38\|0.63\|51.18\|52.80\|50.19\|37633;2026-09-03\|52.68\|0.57\|52.95\|53.80\|50.91\|28087;2026-09-04\|61.90\|17.50\|53.60\|63.22\|53.60\|174719;2026-09-07\|65.98\|6.59\|64.00\|66.80\|62.50\|142833;2026-09-08\|65.00\|-1.49\|65.50\|66.94\|62.12\|101773;2026-09-09\|66.78\|2.74\|68.00\|70.16\|65.50\|115383;2026-09-10\|65.45\|-1.99\|66.56\|67.13\|64.10\|71282;2026-09-11\|64.48\|-1.48\|64.00\|65.45\|60.28\|86716;2026-09-14\|69.99\|8.55\|63.00\|71.11\|63.00\|116081;2026-09-15\|68.86\|-1.61\|69.14\|71.05\|68.00\|75567
114746	英特尔斥巨资建设半导体基板制造厂	玻璃基板+浮法玻璃+光伏玻璃行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司已构建优质浮法玻璃原片、节能建筑玻璃、光伏玻璃、高铝电子玻璃、中性硼硅玻璃产业发展格局	2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256;2026-07-13\|6.74\|-4.80\|6.87\|7.08\|6.70\|1439675;2026-07-14\|6.95\|3.12\|6.74\|6.96\|6.61\|1299662;2026-07-15\|6.55\|-5.76\|6.74\|6.83\|6.51\|1352014;2026-07-16\|6.13\|-6.41\|6.46\|6.54\|6.09\|1209283;2026-07-17\|6.18\|0.82\|6.08\|6.32\|5.98\|1406006;2026-07-20\|5.72\|-7.44\|6.18\|6.24\|5.60\|1412204;2026-07-21\|5.83\|1.92\|5.72\|5.92\|5.48\|1363067;2026-07-22\|5.75\|-1.37\|5.77\|5.86\|5.49\|1419641;2026-07-23\|5.82\|1.22\|5.71\|5.84\|5.70\|745817;2026-07-24\|5.62\|-3.44\|5.73\|5.77\|5.57\|561218;2026-07-27\|5.82\|3.56\|5.62\|5.88\|5.59\|743296;2026-07-28\|5.52\|-5.15\|5.71\|5.80\|5.48\|827368;2026-07-29\|5.58\|1.09\|5.50\|5.60\|5.35\|830253;2026-07-30\|5.42\|-2.87\|5.52\|5.67\|5.33\|812276;2026-07-31\|5.66\|4.43\|5.60\|5.77\|5.59\|1085671;2026-08-03\|5.80\|2.47\|5.60\|5.83\|5.57\|737404;2026-08-04\|5.98\|3.10\|5.84\|6.04\|5.83\|824678;2026-08-05\|5.99\|0.17\|5.96\|6.16\|5.94\|1146711;2026-08-06\|6.03\|0.67\|5.91\|6.10\|5.83\|762464;2026-08-07\|6.13\|1.66\|6.03\|6.20\|5.96\|978428;2026-08-10\|6.07\|-0.98\|6.13\|6.13\|5.93\|694528;2026-08-11\|6.17\|1.65\|6.03\|6.28\|5.98\|837848;2026-08-12\|6.27\|1.62\|6.14\|6.38\|6.11\|828562;2026-08-13\|6.01\|-4.15\|6.28\|6.39\|6.00\|830122;2026-08-14\|6.07\|1.00\|6.04\|6.11\|5.98\|486673;2026-08-17\|6.17\|1.65\|6.08\|6.20\|6.01\|482336;2026-08-18\|6.30\|2.11\|6.15\|6.37\|6.11\|1076015;2026-08-19\|5.88\|-6.67\|6.13\|6.28\|5.86\|894500;2026-08-20\|5.93\|0.85\|5.92\|5.98\|5.87\|429528;2026-08-21\|5.94\|0.17\|5.89\|6.02\|5.78\|497014;2026-08-24\|5.73\|-3.54\|5.91\|5.94\|5.65\|584123;2026-08-25\|5.75\|0.35\|5.68\|5.78\|5.63\|327658;2026-08-26\|5.79\|0.70\|5.75\|5.82\|5.72\|290646;2026-08-27\|5.85\|1.04\|5.78\|5.86\|5.74\|326482;2026-08-28\|5.88\|0.51\|5.85\|5.95\|5.80\|452096;2026-08-31\|5.76\|-2.04\|5.85\|5.93\|5.69\|527933;2026-09-01\|5.67\|-1.56\|5.77\|5.81\|5.65\|452761;2026-09-02\|5.82\|2.65\|5.62\|5.90\|5.48\|852368;2026-09-03\|5.83\|0.17\|5.79\|6.05\|5.72\|808684;2026-09-04\|5.81\|-0.34\|5.89\|6.08\|5.77\|1114540;2026-09-07\|5.91\|1.72\|5.82\|5.99\|5.77\|593733;2026-09-08\|5.78\|-2.20\|5.89\|5.95\|5.75\|584821;2026-09-09\|5.79\|0.17\|5.80\|5.93\|5.77\|563705;2026-09-10\|5.75\|-0.69\|5.74\|5.83\|5.70\|337726;2026-09-11\|5.68\|-1.22\|5.71\|5.75\|5.55\|476983;2026-09-14\|5.62\|-1.06\|5.65\|5.70\|5.57\|370699;2026-09-15\|5.59\|-0.53\|5.56\|5.68\|5.56\|260487
114745	英特尔斥巨资建设半导体基板制造厂	AI服务器测试+MLCC设备+PCB+定增行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、子公司博捷芯（深圳）半导体有限公司的划片机具备切割玻璃基板的技术能力，划片机已实现微米级定位精度，崩边率控制在1%以内，支持分层划切工艺，可针对不同厚度的玻璃基板提供定制化解决方案； 2、子公司博捷芯（深圳）半导体有限公司的划片机已适用于光通信行业，具备磷化铟衬底切割技术能力；参股公司珠海鼎泰芯源产品主要应用于光纤通信、光探测器等领域； 3、公司自研液冷散热方案已植入GPU测试设备，面向英伟达、微软、阿里等全球头部服务器厂商供货，并推进从设备向零部件供应的战略转型	2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950;2026-07-27\|88.00\|4.17\|84.00\|88.00\|81.82\|77666;2026-07-28\|79.70\|-9.43\|84.88\|86.24\|79.20\|82890;2026-07-29\|77.04\|-3.34\|80.51\|80.88\|73.73\|106860;2026-07-30\|69.34\|-9.99\|76.84\|78.38\|69.34\|95736;2026-07-31\|73.40\|5.86\|74.89\|76.27\|73.11\|146146;2026-08-03\|69.93\|-4.73\|73.41\|74.26\|69.36\|97749;2026-08-04\|76.92\|10.00\|70.93\|76.92\|69.98\|69021;2026-08-05\|84.61\|10.00\|80.76\|84.61\|79.80\|33465;2026-08-06\|93.07\|10.00\|87.57\|93.07\|87.16\|157364;2026-08-07\|97.94\|5.23\|95.26\|98.87\|92.29\|237403;2026-08-10\|100.99\|3.11\|97.94\|100.99\|96.47\|173841;2026-08-11\|97.72\|-3.24\|99.46\|100.18\|95.00\|151305;2026-08-12\|98.88\|1.19\|98.43\|101.55\|96.62\|125197;2026-08-13\|96.42\|-2.49\|100.55\|101.99\|96.02\|122586;2026-08-14\|99.99\|3.70\|97.52\|99.99\|96.43\|86129;2026-08-17\|106.01\|6.02\|100.70\|106.71\|100.44\|140227;2026-08-18\|104.90\|-1.05\|108.80\|108.80\|102.50\|121438;2026-08-19\|94.41\|-10.00\|101.01\|103.40\|94.41\|123497;2026-08-20\|95.70\|1.37\|96.03\|96.75\|92.30\|88741;2026-08-21\|100.55\|5.07\|96.80\|103.00\|93.60\|119604;2026-08-24\|108.88\|8.28\|110.61\|110.61\|102.66\|244868;2026-08-25\|107.18\|-1.56\|108.00\|114.00\|103.02\|265231;2026-08-26\|100.85\|-5.91\|107.10\|108.00\|97.58\|203569;2026-08-27\|108.06\|7.15\|101.30\|110.94\|98.21\|260143;2026-08-28\|102.88\|-4.79\|107.98\|109.90\|102.80\|184376;2026-08-31\|107.90\|4.88\|99.63\|109.70\|98.77\|171678;2026-09-01\|101.60\|-5.84\|110.06\|110.60\|100.50\|157527;2026-09-02\|97.43\|-4.10\|98.00\|100.00\|95.50\|140625;2026-09-03\|102.28\|4.98\|99.20\|103.00\|97.00\|148710;2026-09-04\|95.03\|-7.09\|102.20\|104.85\|93.86\|147621;2026-09-07\|104.53\|10.00\|97.00\|104.53\|96.15\|164492;2026-09-08\|100.91\|-3.46\|106.01\|107.00\|100.18\|140494;2026-09-09\|101.00\|0.09\|102.88\|105.58\|100.12\|117824;2026-09-10\|99.37\|-1.61\|100.00\|102.29\|98.58\|75350;2026-09-11\|97.00\|-2.38\|96.48\|98.65\|92.80\|108895;2026-09-14\|99.50\|2.58\|95.29\|100.80\|93.20\|102223;2026-09-15\|99.10\|-0.40\|98.85\|101.77\|98.55\|77454
114744	英特尔斥巨资建设半导体基板制造厂	电子玻璃+高端玻璃转型+硅材料基地+宜昌国资行业原因： 1、英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月24日年报，公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展，推进相关项目建设；成功开发欧洲灰、福特蓝等色玻新型产品，有效拓展第二增长点；据2026年5月22日互动易，公司将于5月25日召开业绩说明会，并已制定“提质增效重回报”行动方案。 2、据2026年3月31日公告，公司拟投资不超过3亿元建设三峡新材硅材料基地项目，填补优质石英砂需求缺口，大幅提升原料自给率，降低原材料采购及外调物流成本；据2026年4月24日年报，公司拥有自有硅砂矿，形成“自有矿源保供为主、周边资源灵活调节为辅”的稳定供应体系。 3、据2026年4月24日年报，公司最终控制人为宜昌市人民政府国有资产监督管理委员会，属于国有企业；公司主营业务为平板玻璃及特种功能玻璃的生产和销售，产品覆盖浮法玻璃、Low-E玻璃、钢化玻璃等。	公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展	2026-05-12\|3.30\|2.48\|3.24\|3.32\|3.22\|496396;2026-05-13\|3.28\|-0.61\|3.30\|3.35\|3.24\|363372;2026-05-14\|3.21\|-2.13\|3.27\|3.28\|3.20\|279577;2026-05-15\|3.11\|-3.12\|3.20\|3.22\|3.10\|278836;2026-05-18\|3.25\|4.50\|3.12\|3.26\|3.07\|360422;2026-05-19\|3.25\|0.00\|3.26\|3.28\|3.18\|207022;2026-05-20\|3.15\|-3.08\|3.24\|3.24\|3.13\|211143;2026-05-21\|3.13\|-0.63\|3.17\|3.38\|3.13\|504994;2026-05-22\|3.22\|2.88\|3.16\|3.27\|3.08\|520231;2026-05-25\|3.37\|4.66\|3.24\|3.42\|3.24\|710554;2026-05-26\|3.36\|-0.30\|3.37\|3.40\|3.29\|477721;2026-05-27\|3.22\|-4.17\|3.38\|3.41\|3.18\|503785;2026-05-28\|3.43\|6.52\|3.20\|3.54\|3.17\|1039362;2026-05-29\|3.20\|-6.71\|3.42\|3.49\|3.18\|867459;2026-06-01\|3.33\|4.06\|3.19\|3.50\|3.17\|802606;2026-06-02\|3.32\|-0.30\|3.30\|3.40\|3.25\|491663;2026-06-03\|3.27\|-1.51\|3.31\|3.37\|3.25\|531819;2026-06-04\|3.60\|10.09\|3.22\|3.60\|3.17\|797377;2026-06-05\|3.96\|10.00\|3.71\|3.96\|3.71\|2104227;2026-06-08\|4.13\|4.29\|3.88\|4.36\|3.82\|3506662;2026-06-09\|4.03\|-2.42\|4.05\|4.18\|3.81\|2295235;2026-06-10\|3.82\|-5.21\|3.95\|3.98\|3.72\|1717075;2026-06-11\|3.63\|-4.97\|3.79\|3.88\|3.56\|1318922;2026-06-12\|3.41\|-6.06\|3.65\|3.70\|3.38\|1387459;2026-06-15\|3.75\|9.97\|3.42\|3.75\|3.42\|1086210;2026-06-16\|3.79\|1.07\|3.82\|3.86\|3.64\|1467148;2026-06-17\|3.88\|2.37\|3.75\|3.94\|3.72\|1552333;2026-06-18\|3.59\|-7.47\|3.79\|3.82\|3.49\|1247835;2026-06-22\|3.69\|2.79\|3.60\|3.81\|3.47\|1270712;2026-06-23\|3.72\|0.81\|3.66\|3.86\|3.62\|1177680;2026-06-24\|3.46\|-6.99\|3.66\|3.71\|3.38\|1130734;2026-06-25\|3.16\|-8.67\|3.48\|3.51\|3.11\|1356172;2026-06-26\|2.98\|-5.70\|3.05\|3.16\|2.97\|896353;2026-06-29\|2.78\|-6.71\|2.99\|3.01\|2.71\|887128;2026-06-30\|2.86\|2.88\|2.80\|2.95\|2.66\|703291;2026-07-01\|2.82\|-1.40\|2.83\|2.85\|2.72\|609806;2026-07-02\|2.74\|-2.84\|2.77\|2.87\|2.74\|554079;2026-07-03\|2.70\|-1.46\|2.74\|2.77\|2.70\|456396;2026-07-06\|2.60\|-3.70\|2.70\|2.73\|2.59\|558856;2026-07-07\|2.54\|-2.31\|2.60\|2.60\|2.51\|385958;2026-07-08\|2.47\|-2.76\|2.54\|2.54\|2.46\|331946;2026-07-09\|2.54\|2.83\|2.47\|2.54\|2.41\|396037;2026-07-10\|2.79\|9.84\|2.71\|2.79\|2.71\|450177;2026-07-13\|2.51\|-10.04\|2.68\|2.77\|2.51\|813418;2026-07-14\|2.76\|9.96\|2.52\|2.76\|2.51\|589551;2026-07-15\|2.75\|-0.36\|2.79\|2.91\|2.70\|1085185;2026-07-16\|2.69\|-2.18\|2.73\|2.75\|2.65\|592599;2026-07-17\|2.65\|-1.49\|2.71\|2.83\|2.58\|669914;2026-07-20\|2.58\|-2.64\|2.66\|2.69\|2.57\|490344;2026-07-21\|2.58\|0.00\|2.57\|2.60\|2.39\|606990;2026-07-22\|2.51\|-2.71\|2.51\|2.57\|2.49\|339435;2026-07-23\|2.61\|3.98\|2.51\|2.62\|2.50\|384962;2026-07-24\|2.52\|-3.45\|2.55\|2.59\|2.51\|272955;2026-07-27\|2.60\|3.17\|2.52\|2.61\|2.49\|286083;2026-07-28\|2.62\|0.77\|2.57\|2.67\|2.56\|275144;2026-07-29\|2.69\|2.67\|2.62\|2.69\|2.60\|367015;2026-07-30\|2.65\|-1.49\|2.67\|2.74\|2.64\|334113;2026-07-31\|2.69\|1.51\|2.69\|2.72\|2.68\|305732;2026-08-03\|2.75\|2.23\|2.67\|2.75\|2.65\|276830;2026-08-04\|2.76\|0.36\|2.75\|2.77\|2.72\|303337;2026-08-05\|2.79\|1.09\|2.76\|2.79\|2.74\|354834;2026-08-06\|2.80\|0.36\|2.77\|2.80\|2.73\|335333;2026-08-07\|2.77\|-1.07\|2.79\|2.81\|2.72\|262779;2026-08-10\|2.86\|3.25\|2.79\|2.87\|2.77\|347105;2026-08-11\|2.82\|-1.40\|2.84\|2.85\|2.79\|212773;2026-08-12\|2.86\|1.42\|2.78\|2.87\|2.78\|219135;2026-08-13\|2.79\|-2.45\|2.86\|2.87\|2.78\|271084;2026-08-14\|2.80\|0.36\|2.79\|2.81\|2.73\|246471;2026-08-17\|2.84\|1.43\|2.79\|2.84\|2.76\|254053;2026-08-18\|2.87\|1.06\|2.86\|2.89\|2.83\|244494;2026-08-19\|2.75\|-4.18\|2.84\|2.84\|2.74\|259030;2026-08-20\|2.82\|2.55\|2.77\|2.83\|2.75\|225376;2026-08-21\|2.84\|0.71\|2.80\|2.84\|2.73\|194483;2026-08-24\|2.79\|-1.76\|2.81\|2.85\|2.75\|221882;2026-08-25\|2.86\|2.51\|2.78\|2.87\|2.75\|286681;2026-08-26\|2.88\|0.70\|2.86\|2.91\|2.84\|249369;2026-08-27\|2.90\|0.69\|2.89\|2.90\|2.85\|236090;2026-08-28\|3.02\|4.14\|2.88\|3.14\|2.88\|754013;2026-08-31\|2.99\|-0.99\|2.98\|3.01\|2.93\|511885;2026-09-01\|3.05\|2.01\|3.00\|3.05\|2.99\|342902;2026-09-02\|3.00\|-1.64\|3.05\|3.06\|2.96\|278042;2026-09-03\|2.94\|-2.00\|3.03\|3.03\|2.94\|285311;2026-09-04\|2.92\|-0.68\|2.95\|2.98\|2.90\|238873;2026-09-07\|2.94\|0.68\|2.94\|2.95\|2.91\|192625;2026-09-08\|3.00\|2.04\|2.95\|3.01\|2.94\|232614;2026-09-09\|3.02\|0.67\|3.01\|3.04\|2.99\|238094;2026-09-10\|3.10\|2.65\|3.00\|3.18\|2.98\|603853;2026-09-11\|3.16\|1.94\|3.06\|3.23\|2.99\|792513;2026-09-14\|3.18\|0.63\|3.10\|3.28\|3.10\|598764;2026-09-15\|3.04\|-4.40\|3.14\|3.20\|3.02\|533187
114743	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：光伏超薄连续钢化玻璃设备核心供应商，受益于TOPCon/HJT电池对超薄玻璃渗透率提升及存量产线技改需求释放；涨停缘由：公司设备为光伏玻璃深加工关键环节，适配2.0mm以下超薄玻璃量产要求；随N型电池量产提速，双面微晶、超薄双玻组件渗透率提升，拉动钢化设备更新替换；行业设备更新周期约5-8年，2021年前投产产线进入集中更换窗口期；资金逻辑：资金沿光伏设备主线扩散至细分隐形冠军，该股成交额环比放大近2倍，大单与中单资金同步净流入，显示机构资金开始关注技术壁垒高、国产替代确定性强的专用设备环节；风险提示：公司收入结构单一，光伏设备业务占比超70%，下游客户集中度高，受光伏行业景气波动影响显著；2025年三季报未披露，历史业绩波动较大，缺乏持续性盈利验证	国内玻璃深加工设备及高端玻璃龙头	2026-05-12\|4.24\|-1.40\|4.32\|4.39\|4.20\|576450;2026-05-13\|4.24\|0.00\|4.21\|4.28\|4.19\|483894;2026-05-14\|4.09\|-3.54\|4.25\|4.26\|4.07\|472017;2026-05-15\|3.99\|-2.44\|4.10\|4.13\|3.95\|486653;2026-05-18\|3.98\|-0.25\|4.03\|4.04\|3.93\|333176;2026-05-19\|4.10\|3.02\|3.99\|4.11\|3.96\|405726;2026-05-20\|4.13\|0.73\|4.09\|4.18\|3.96\|457164;2026-05-21\|4.05\|-1.94\|4.14\|4.25\|4.02\|492611;2026-05-22\|4.17\|2.96\|4.06\|4.18\|4.01\|559060;2026-05-25\|4.59\|10.07\|4.21\|4.59\|4.21\|1416604;2026-05-26\|4.60\|0.22\|4.64\|4.84\|4.59\|1892930;2026-05-27\|4.47\|-2.83\|4.59\|4.70\|4.42\|1153621;2026-05-28\|4.92\|10.07\|4.47\|4.92\|4.43\|516265;2026-05-29\|4.43\|-9.96\|5.23\|5.23\|4.43\|1777531;2026-06-01\|4.87\|9.93\|4.25\|4.87\|4.18\|1535099;2026-06-02\|4.78\|-1.85\|4.83\|4.87\|4.67\|1579488;2026-06-03\|4.64\|-2.93\|4.78\|4.88\|4.58\|1088836;2026-06-04\|4.51\|-2.80\|4.62\|4.64\|4.43\|805878;2026-06-05\|4.96\|9.98\|4.51\|4.96\|4.39\|1222514;2026-06-08\|5.46\|10.08\|5.22\|5.46\|5.20\|605144;2026-06-09\|5.19\|-4.95\|5.62\|5.65\|5.13\|2816337;2026-06-10\|4.88\|-5.97\|5.11\|5.13\|4.70\|1799580;2026-06-11\|4.81\|-1.43\|4.72\|5.04\|4.62\|1612477;2026-06-12\|4.35\|-9.56\|4.73\|4.98\|4.33\|1719206;2026-06-15\|4.79\|10.11\|4.35\|4.79\|4.31\|1161994;2026-06-16\|4.87\|1.67\|4.80\|4.97\|4.68\|1921899;2026-06-17\|5.10\|4.72\|4.74\|5.27\|4.74\|2021644;2026-06-18\|4.71\|-7.65\|4.90\|4.90\|4.65\|1430735;2026-06-22\|5.00\|6.16\|4.79\|5.15\|4.72\|1390697;2026-06-23\|4.89\|-2.20\|4.96\|5.12\|4.85\|1272082;2026-06-24\|4.62\|-5.52\|4.81\|4.82\|4.52\|1148772;2026-06-25\|4.45\|-3.68\|4.73\|4.80\|4.36\|1037516;2026-06-26\|4.07\|-8.54\|4.36\|4.37\|4.05\|1033331;2026-06-29\|3.74\|-8.11\|4.05\|4.16\|3.67\|1020662;2026-06-30\|3.92\|4.81\|3.75\|4.11\|3.66\|1046069;2026-07-01\|3.79\|-3.32\|3.82\|3.85\|3.67\|863521;2026-07-02\|3.71\|-2.11\|3.69\|3.82\|3.65\|567258;2026-07-03\|3.67\|-1.08\|3.70\|3.72\|3.63\|525675;2026-07-06\|3.47\|-5.45\|3.67\|3.68\|3.46\|570384;2026-07-07\|3.39\|-2.31\|3.47\|3.54\|3.38\|358547;2026-07-08\|3.30\|-2.65\|3.40\|3.42\|3.29\|310303;2026-07-09\|3.30\|0.00\|3.30\|3.35\|3.16\|439662;2026-07-10\|3.33\|0.91\|3.30\|3.41\|3.28\|436257;2026-07-13\|3.13\|-6.01\|3.30\|3.30\|3.11\|393881;2026-07-14\|3.23\|3.19\|3.12\|3.23\|3.09\|339001;2026-07-15\|3.23\|0.00\|3.23\|3.30\|3.17\|336981;2026-07-16\|3.20\|-0.93\|3.19\|3.25\|3.17\|251041;2026-07-17\|3.13\|-2.19\|3.20\|3.23\|3.09\|314606;2026-07-20\|3.03\|-3.19\|3.13\|3.17\|2.99\|348040;2026-07-21\|3.05\|0.66\|3.04\|3.07\|2.90\|351948;2026-07-22\|2.97\|-2.62\|3.03\|3.05\|2.96\|265878;2026-07-23\|3.11\|4.71\|2.96\|3.12\|2.95\|331886;2026-07-24\|3.00\|-3.54\|3.07\|3.09\|3.00\|222832;2026-07-27\|3.12\|4.00\|3.00\|3.13\|2.99\|252913;2026-07-28\|3.16\|1.28\|3.09\|3.20\|3.08\|263261;2026-07-29\|3.21\|1.58\|3.17\|3.22\|3.13\|283435;2026-07-30\|3.18\|-0.93\|3.20\|3.25\|3.16\|239757;2026-07-31\|3.20\|0.63\|3.23\|3.25\|3.20\|254933;2026-08-03\|3.29\|2.81\|3.20\|3.29\|3.18\|270720;2026-08-04\|3.33\|1.22\|3.31\|3.35\|3.27\|270044;2026-08-05\|3.34\|0.30\|3.33\|3.36\|3.30\|289073;2026-08-06\|3.34\|0.00\|3.32\|3.36\|3.26\|256331;2026-08-07\|3.34\|0.00\|3.33\|3.35\|3.25\|264872;2026-08-10\|3.42\|2.40\|3.36\|3.43\|3.29\|293697;2026-08-11\|3.39\|-0.88\|3.39\|3.44\|3.36\|217035;2026-08-12\|3.52\|3.83\|3.38\|3.57\|3.38\|374602;2026-08-13\|3.41\|-3.12\|3.55\|3.60\|3.41\|336916;2026-08-14\|3.38\|-0.88\|3.43\|3.47\|3.33\|244690;2026-08-17\|3.42\|1.18\|3.40\|3.42\|3.33\|180829;2026-08-18\|3.43\|0.29\|3.43\|3.45\|3.38\|163468;2026-08-19\|3.28\|-4.37\|3.40\|3.41\|3.27\|219785;2026-08-20\|3.34\|1.83\|3.31\|3.36\|3.28\|176682;2026-08-21\|3.40\|1.80\|3.33\|3.41\|3.28\|228192;2026-08-24\|3.39\|-0.29\|3.42\|3.45\|3.32\|197191;2026-08-25\|3.48\|2.65\|3.40\|3.49\|3.37\|241588;2026-08-26\|3.47\|-0.29\|3.47\|3.51\|3.45\|190669;2026-08-27\|3.48\|0.29\|3.47\|3.50\|3.45\|182329;2026-08-28\|3.51\|0.86\|3.47\|3.53\|3.45\|212004;2026-08-31\|3.49\|-0.57\|3.52\|3.52\|3.48\|156099;2026-09-01\|3.50\|0.29\|3.49\|3.53\|3.48\|190865;2026-09-02\|3.52\|0.57\|3.49\|3.53\|3.44\|190450;2026-09-03\|3.44\|-2.27\|3.55\|3.56\|3.44\|209343;2026-09-04\|3.44\|0.00\|3.47\|3.51\|3.41\|187885;2026-09-07\|3.46\|0.58\|3.44\|3.48\|3.41\|116634;2026-09-08\|3.50\|1.16\|3.45\|3.51\|3.44\|163711;2026-09-09\|3.46\|-1.14\|3.48\|3.50\|3.45\|138413;2026-09-10\|3.53\|2.02\|3.44\|3.58\|3.39\|568504;2026-09-11\|3.66\|3.68\|3.51\|3.67\|3.48\|767415;2026-09-14\|3.58\|-2.19\|3.59\|3.68\|3.55\|555067;2026-09-15\|3.45\|-3.63\|3.52\|3.62\|3.44\|438543
114742		一季报增长+碳化硅+苹果概念行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。	无线充电材料及器件领先厂商，主要包括超微细电子线材、无线充电隔磁材料	2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859;2026-07-13\|28.30\|-5.35\|29.89\|30.29\|28.10\|27333;2026-07-14\|28.94\|2.26\|28.97\|29.35\|27.10\|26003;2026-07-15\|27.80\|-3.94\|27.35\|29.40\|27.35\|29560;2026-07-16\|25.85\|-7.01\|28.00\|28.00\|25.39\|33691;2026-07-17\|23.70\|-8.32\|25.85\|26.25\|23.27\|34320;2026-07-20\|21.33\|-10.00\|23.87\|24.35\|21.33\|42796;2026-07-21\|22.36\|4.83\|21.00\|22.80\|19.20\|54006;2026-07-22\|23.45\|4.87\|22.37\|24.45\|22.01\|43973;2026-07-23\|23.35\|-0.43\|23.45\|24.50\|22.82\|25601;2026-07-24\|22.65\|-3.00\|23.30\|23.70\|22.30\|15218;2026-07-27\|23.16\|2.25\|22.90\|23.49\|21.71\|25426;2026-07-28\|21.90\|-5.44\|23.07\|23.19\|21.62\|20836;2026-07-29\|21.46\|-2.01\|21.90\|22.00\|20.50\|25328;2026-07-30\|19.89\|-7.32\|21.46\|21.46\|19.87\|26003;2026-07-31\|21.52\|8.20\|21.00\|21.75\|20.88\|27917;2026-08-03\|21.55\|0.14\|21.35\|22.44\|21.10\|18282;2026-08-04\|22.69\|5.29\|21.82\|23.18\|21.53\|24808;2026-08-05\|23.66\|4.28\|22.73\|24.25\|22.61\|37993;2026-08-06\|24.31\|2.75\|23.40\|24.50\|23.30\|26393;2026-08-07\|26.06\|7.20\|24.44\|26.44\|24.33\|46242;2026-08-10\|27.00\|3.61\|26.08\|27.50\|25.86\|35916;2026-08-11\|27.21\|0.78\|26.63\|27.79\|26.20\|25010;2026-08-12\|26.89\|-1.18\|27.02\|27.57\|26.85\|20768;2026-08-13\|26.08\|-3.01\|26.89\|28.18\|26.02\|29699;2026-08-14\|26.59\|1.96\|26.80\|26.80\|25.86\|19159;2026-08-17\|26.93\|1.28\|26.50\|27.16\|26.36\|20327;2026-08-18\|27.55\|2.30\|26.93\|28.15\|26.93\|25148;2026-08-19\|26.18\|-4.97\|27.03\|27.39\|26.04\|27961;2026-08-20\|26.00\|-0.69\|26.18\|26.80\|25.82\|18654;2026-08-21\|26.13\|0.50\|26.08\|26.31\|25.03\|16357;2026-08-24\|25.99\|-0.54\|25.81\|26.68\|25.50\|15343;2026-08-25\|26.70\|2.73\|25.99\|26.96\|25.33\|23794;2026-08-26\|26.20\|-1.87\|26.70\|26.98\|26.20\|16806;2026-08-27\|26.88\|2.60\|25.10\|26.88\|25.10\|21584;2026-08-28\|26.33\|-2.05\|26.76\|27.55\|26.33\|14248;2026-08-31\|26.45\|0.46\|26.07\|26.86\|25.60\|24365;2026-09-01\|27.49\|3.93\|26.31\|27.85\|26.31\|24044;2026-09-02\|30.24\|10.00\|27.48\|30.24\|27.48\|49217;2026-09-03\|30.70\|1.52\|30.57\|31.60\|29.56\|51195;2026-09-04\|29.88\|-2.67\|30.70\|31.32\|29.82\|29580;2026-09-07\|30.87\|3.31\|30.45\|31.34\|30.00\|25908;2026-09-08\|30.30\|-1.85\|30.84\|30.98\|29.91\|18840;2026-09-09\|29.90\|-1.32\|30.35\|30.69\|29.53\|17442;2026-09-10\|31.65\|5.85\|29.33\|32.10\|29.33\|36539;2026-09-11\|31.16\|-1.55\|31.44\|31.96\|30.33\|25070;2026-09-14\|31.31\|0.48\|31.09\|31.77\|30.50\|13602;2026-09-15\|32.40\|3.48\|32.00\|33.15\|31.50\|26864
114741		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司主营轻型输送带，2025年净利润4383.99万元	2026-05-12\|27.07\|5.00\|27.07\|27.07\|27.07\|4593;2026-05-13\|25.91\|-4.29\|28.05\|28.09\|25.72\|50329;2026-05-14\|25.57\|-1.31\|25.91\|26.64\|24.80\|27083;2026-05-15\|25.75\|0.70\|25.49\|25.90\|24.76\|22103;2026-05-18\|27.04\|5.01\|26.57\|27.04\|25.81\|22883;2026-05-19\|25.69\|-4.99\|26.01\|26.42\|25.69\|17388;2026-05-20\|24.41\|-4.98\|24.41\|24.41\|24.41\|6283;2026-05-21\|24.42\|0.04\|23.58\|25.40\|23.58\|27712;2026-05-22\|24.56\|0.57\|24.33\|25.34\|24.18\|15566;2026-05-25\|23.42\|-4.64\|24.60\|25.27\|23.33\|27085;2026-05-26\|23.50\|0.34\|23.65\|24.59\|22.68\|21136;2026-05-27\|23.83\|1.40\|23.90\|23.90\|22.90\|19310;2026-05-28\|25.02\|4.99\|24.46\|25.02\|23.33\|15748;2026-05-29\|24.95\|-0.28\|25.60\|26.27\|24.22\|26519;2026-06-01\|24.30\|-2.61\|25.48\|25.91\|24.01\|12173;2026-06-02\|24.14\|-0.66\|23.90\|24.25\|23.33\|9197;2026-06-03\|23.11\|-4.27\|23.90\|24.37\|23.11\|9994;2026-06-04\|23.05\|-0.26\|23.15\|23.51\|22.20\|9112;2026-06-05\|22.48\|-2.47\|24.10\|24.10\|22.30\|8372;2026-06-08\|22.46\|-0.09\|21.92\|23.24\|21.36\|7549;2026-06-09\|22.47\|0.04\|22.50\|23.00\|21.83\|9790;2026-06-10\|23.36\|3.96\|22.48\|23.58\|22.48\|12302;2026-06-11\|23.16\|-0.86\|23.36\|24.00\|22.98\|8268;2026-06-12\|23.10\|-0.26\|23.17\|23.65\|22.88\|4416;2026-06-15\|24.26\|5.02\|23.55\|24.26\|23.20\|8497;2026-06-16\|24.81\|2.27\|25.47\|25.47\|24.20\|13089;2026-06-17\|26.05\|5.00\|25.31\|26.05\|24.50\|15613;2026-06-18\|27.35\|4.99\|27.35\|27.35\|26.81\|24072;2026-06-22\|25.98\|-5.01\|27.24\|27.24\|25.98\|23293;2026-06-23\|24.68\|-5.00\|25.86\|25.87\|24.68\|12014;2026-06-24\|24.00\|-2.76\|25.44\|25.44\|23.51\|9393;2026-06-25\|23.80\|-0.83\|24.00\|24.30\|23.50\|5025;2026-06-26\|23.22\|-2.44\|23.58\|23.82\|22.72\|6209;2026-06-29\|24.38\|5.00\|23.00\|24.38\|22.23\|9529;2026-07-01\|24.90\|2.13\|26.82\|26.82\|23.56\|47745;2026-07-02\|27.39\|10.00\|24.80\|27.39\|23.66\|31239;2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-14\|33.75\|10.01\|33.75\|33.75\|33.75\|6149;2026-07-15\|37.13\|10.01\|37.13\|37.13\|37.13\|1041;2026-07-16\|40.84\|9.99\|40.84\|40.84\|40.84\|1474;2026-07-17\|44.92\|9.99\|44.92\|44.92\|44.92\|2736;2026-07-20\|40.43\|-10.00\|49.41\|49.41\|40.43\|209293;2026-07-21\|36.39\|-9.99\|36.39\|38.00\|36.39\|54857;2026-07-22\|40.03\|10.00\|34.00\|40.03\|33.90\|164803;2026-07-23\|42.09\|5.15\|40.62\|43.50\|39.80\|142709;2026-07-24\|46.30\|10.00\|40.88\|46.30\|40.88\|157511;2026-07-27\|47.91\|3.48\|45.50\|49.38\|41.67\|152819;2026-07-28\|52.70\|10.00\|46.00\|52.70\|45.01\|152254;2026-07-29\|57.97\|10.00\|54.71\|57.97\|51.64\|176858;2026-07-30\|56.20\|-3.05\|55.20\|62.76\|53.05\|172826;2026-07-31\|52.90\|-5.87\|50.60\|58.00\|50.60\|150160;2026-08-03\|48.90\|-7.56\|52.89\|52.89\|47.70\|123530;2026-08-04\|53.79\|10.00\|48.97\|53.79\|48.60\|106330;2026-08-05\|56.22\|4.52\|53.80\|56.60\|52.35\|150793;2026-08-06\|53.70\|-4.48\|55.67\|55.99\|51.50\|125519;2026-08-07\|53.83\|0.24\|53.95\|54.20\|50.71\|100915;2026-08-10\|59.21\|9.99\|53.00\|59.21\|52.08\|150923;2026-08-11\|56.88\|-3.94\|58.03\|62.99\|55.61\|166889;2026-08-12\|56.35\|-0.93\|55.75\|57.95\|53.48\|119046;2026-08-13\|53.69\|-4.72\|55.66\|55.95\|52.25\|123614;2026-08-14\|52.91\|-1.31\|53.03\|53.99\|50.66\|81729;2026-08-17\|58.20\|10.00\|53.97\|58.20\|53.97\|93890;2026-08-18\|64.02\|10.00\|59.95\|64.02\|59.88\|75508;2026-08-19\|67.99\|6.20\|65.00\|70.30\|61.11\|188219;2026-08-20\|74.79\|10.00\|67.90\|74.79\|67.20\|132228;2026-08-21\|80.78\|8.01\|77.10\|82.27\|73.00\|181287;2026-08-24\|72.80\|-9.88\|80.21\|80.21\|72.70\|145059;2026-08-25\|74.62\|2.50\|74.62\|78.88\|70.03\|131213;2026-08-26\|73.20\|-1.90\|73.71\|78.35\|73.20\|114251;2026-08-27\|80.52\|10.00\|74.66\|80.52\|72.46\|84427;2026-08-28\|83.43\|3.61\|83.00\|88.55\|80.76\|140016;2026-08-31\|85.83\|2.88\|84.26\|88.00\|81.12\|112496;2026-09-01\|82.80\|-3.53\|85.01\|85.80\|81.00\|94119;2026-09-02\|75.00\|-9.42\|80.30\|82.80\|74.66\|105426;2026-09-03\|68.59\|-8.55\|75.28\|76.50\|67.50\|109193;2026-09-04\|68.62\|0.04\|67.92\|73.16\|66.22\|104823;2026-09-07\|67.26\|-1.98\|69.75\|70.00\|66.06\|79389;2026-09-08\|73.99\|10.01\|67.26\|73.99\|65.98\|96811;2026-09-09\|68.80\|-7.01\|75.00\|75.98\|68.00\|115358;2026-09-10\|64.67\|-6.00\|66.94\|69.83\|64.00\|89282;2026-09-11\|62.88\|-2.77\|64.98\|65.48\|61.00\|68552;2026-09-14\|62.10\|-1.24\|63.89\|65.39\|61.73\|61054;2026-09-15\|63.85\|2.82\|62.10\|64.86\|60.05\|91289
114740		解除查封+高速连接器+CPU Socket 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018;2026-07-13\|6.57\|-1.79\|6.66\|7.05\|6.49\|185181;2026-07-14\|6.60\|0.46\|6.56\|6.65\|6.30\|133497;2026-07-15\|6.38\|-3.33\|6.50\|6.59\|6.34\|126586;2026-07-16\|6.02\|-5.64\|6.32\|6.45\|5.81\|197433;2026-07-17\|5.80\|-3.65\|6.06\|6.17\|5.75\|217090;2026-07-20\|5.32\|-8.28\|5.82\|5.92\|5.22\|243972;2026-07-21\|5.22\|-1.88\|5.35\|5.40\|4.79\|248871;2026-07-22\|5.15\|-1.34\|5.19\|5.35\|5.14\|126358;2026-07-23\|5.34\|3.69\|5.19\|5.42\|5.19\|118541;2026-07-24\|5.20\|-2.62\|5.30\|5.32\|5.19\|96906;2026-07-27\|5.38\|3.46\|5.22\|5.40\|5.21\|82147;2026-07-28\|5.32\|-1.12\|5.35\|5.52\|5.27\|112333;2026-07-29\|5.30\|-0.38\|5.36\|5.36\|5.19\|136741;2026-07-30\|5.07\|-4.34\|5.24\|5.27\|5.06\|150691;2026-07-31\|5.23\|3.16\|5.21\|5.27\|5.18\|107367;2026-08-03\|5.34\|2.10\|5.21\|5.36\|5.21\|99703;2026-08-04\|5.50\|3.00\|5.39\|5.55\|5.35\|135268;2026-08-05\|5.54\|0.73\|5.50\|5.60\|5.42\|111913;2026-08-06\|5.64\|1.81\|5.53\|5.65\|5.51\|105509;2026-08-07\|5.57\|-1.24\|5.61\|5.61\|5.46\|99125;2026-08-10\|5.56\|-0.18\|5.55\|5.57\|5.44\|100843;2026-08-11\|5.56\|0.00\|5.54\|5.59\|5.49\|66131;2026-08-12\|5.67\|1.98\|5.62\|5.76\|5.62\|108645;2026-08-13\|5.56\|-1.94\|5.65\|5.68\|5.55\|87445;2026-08-14\|5.59\|0.54\|5.56\|5.62\|5.50\|61443;2026-08-17\|5.78\|3.40\|5.60\|5.81\|5.56\|103780;2026-08-18\|5.70\|-1.38\|5.77\|5.86\|5.66\|87074;2026-08-19\|5.66\|-0.70\|5.79\|5.90\|5.62\|138149;2026-08-20\|5.87\|3.71\|5.65\|5.95\|5.55\|157241;2026-08-21\|6.04\|2.90\|5.77\|6.38\|5.77\|281478;2026-08-24\|5.98\|-0.99\|6.05\|6.20\|5.89\|148159;2026-08-25\|6.18\|3.34\|5.92\|6.18\|5.92\|114377;2026-08-26\|6.16\|-0.32\|6.18\|6.28\|6.08\|111876;2026-08-27\|6.24\|1.30\|6.10\|6.28\|6.08\|99264;2026-08-28\|6.22\|-0.32\|6.24\|6.29\|6.18\|69865;2026-08-31\|6.23\|0.16\|6.22\|6.26\|6.10\|73178;2026-09-01\|6.17\|-0.96\|6.19\|6.22\|6.13\|82559;2026-09-02\|6.06\|-1.78\|6.14\|6.14\|6.04\|80254;2026-09-03\|6.27\|3.47\|6.08\|6.35\|6.05\|129916;2026-09-04\|6.18\|-1.44\|6.28\|6.35\|6.16\|99145;2026-09-07\|6.35\|2.75\|6.16\|6.44\|6.16\|115250;2026-09-08\|6.32\|-0.47\|6.33\|6.38\|6.27\|81635;2026-09-09\|6.41\|1.42\|6.29\|6.54\|6.28\|125489;2026-09-10\|6.50\|1.40\|6.40\|6.66\|6.35\|153787;2026-09-11\|6.37\|-2.00\|6.45\|6.50\|6.23\|150910;2026-09-14\|6.76\|6.12\|6.50\|6.88\|6.46\|230414;2026-09-15\|6.67\|-1.33\|6.70\|6.85\|6.62\|141306
114739		摘帽预期+红外芯片+新能源订单行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年6月9日公告及2026年6月5日互动易，公司向深交所提交的撤销退市风险警示申请处于补充材料阶段，正积极推进后续工作；截至2026年一季度末，公司在手订单约2.22亿元。 2、据2025年年度报告，公司是国内少数拥有红外热成像相关核心芯片到整机系统全产业链完整的高新技术企业，也是国内唯一实现“非晶硅”和“氧化钒”双技术路线量产的非制冷红外焦平面探测器企业。 3、据2026年4月23日投资者关系活动记录表，公司2026年2月与某头部新能源企业签订冷库热像仪设备采购框架协议，合同金额约人民币8,887.94万元，成功切入新能源电池产业链。	1、公司整合在红外监控、光电惯导、图像识别及人工智能等领域的技术储备和研发投入，成功研发多型巡检机器人，电力巡检机器人批量供货，成功开拓巡检机器人在地铁轨道交通和IDC数据机房等领域的应用； 2、公司开发了“智能电网设备状态全息感知平台”可实时、准确监控电站各类安全状态，实现构建智能电站	2026-05-12\|18.93\|0.32\|18.87\|18.97\|18.71\|30821;2026-05-13\|19.73\|4.23\|18.99\|19.87\|18.82\|99852;2026-05-14\|19.39\|-1.72\|19.75\|20.14\|19.36\|58942;2026-05-15\|19.05\|-1.75\|19.36\|19.50\|18.80\|49577;2026-05-18\|18.64\|-2.15\|19.00\|19.04\|18.61\|47670;2026-05-19\|18.76\|0.64\|18.79\|18.86\|18.34\|27257;2026-05-20\|18.68\|-0.43\|18.78\|18.79\|18.57\|27338;2026-05-21\|18.55\|-0.70\|18.58\|19.15\|18.53\|33465;2026-05-22\|18.59\|0.22\|18.70\|18.79\|18.46\|31294;2026-05-25\|18.25\|-1.83\|18.56\|18.56\|18.15\|41605;2026-05-26\|17.34\|-4.99\|18.06\|18.06\|17.34\|53658;2026-05-27\|16.47\|-5.02\|16.47\|16.47\|16.47\|36806;2026-05-28\|15.65\|-4.98\|15.65\|15.65\|15.65\|22268;2026-05-29\|14.87\|-4.98\|14.87\|15.63\|14.87\|187726;2026-06-01\|14.13\|-4.98\|14.13\|14.13\|14.13\|30726;2026-06-02\|14.84\|5.02\|13.42\|14.84\|13.42\|245041;2026-06-03\|14.63\|-1.42\|14.45\|15.13\|14.22\|129223;2026-06-04\|14.14\|-3.35\|14.55\|14.66\|14.14\|65134;2026-06-05\|14.82\|4.81\|14.22\|14.85\|14.22\|88211;2026-06-08\|14.30\|-3.51\|14.51\|14.94\|14.26\|74275;2026-06-09\|14.29\|-0.07\|14.31\|14.47\|14.08\|34668;2026-06-10\|13.60\|-4.83\|14.29\|14.29\|13.58\|71692;2026-06-11\|14.28\|5.00\|13.59\|14.28\|13.30\|76893;2026-06-12\|14.99\|4.97\|14.95\|14.99\|14.55\|43162;2026-06-15\|15.74\|5.00\|15.56\|15.74\|15.00\|41350;2026-06-16\|15.74\|0.00\|16.35\|16.53\|15.31\|105764;2026-06-17\|15.70\|-0.25\|15.76\|16.16\|15.45\|68388;2026-06-18\|15.71\|0.06\|15.60\|16.11\|15.60\|45686;2026-06-22\|15.15\|-3.56\|15.81\|15.81\|14.92\|70014;2026-06-23\|15.05\|-0.66\|15.15\|15.50\|14.91\|37262;2026-06-24\|14.85\|-1.33\|14.99\|15.12\|14.60\|42374;2026-06-25\|14.23\|-4.18\|14.86\|14.88\|14.11\|67343;2026-06-26\|14.43\|1.41\|14.19\|14.75\|13.90\|46188;2026-06-29\|14.31\|-0.83\|14.56\|14.68\|14.00\|39678;2026-06-30\|14.99\|4.75\|14.33\|15.03\|14.17\|56606;2026-07-01\|14.50\|-3.27\|14.71\|14.88\|14.40\|53083;2026-07-02\|14.54\|0.28\|14.30\|14.83\|14.17\|40951;2026-07-03\|14.69\|1.03\|14.80\|14.99\|14.55\|40021;2026-07-06\|14.21\|-3.27\|14.84\|14.84\|14.21\|35620;2026-07-07\|13.92\|-2.04\|14.30\|14.42\|13.44\|41706;2026-07-08\|13.76\|-1.15\|13.90\|13.90\|13.49\|22794;2026-07-09\|12.40\|-9.88\|13.50\|13.89\|12.38\|129385;2026-07-10\|13.12\|5.81\|12.45\|13.60\|12.42\|93192;2026-07-13\|12.85\|-2.06\|13.23\|13.23\|12.55\|50058;2026-07-14\|12.95\|0.78\|12.75\|13.17\|12.62\|38118;2026-07-15\|13.10\|1.16\|12.96\|13.60\|12.44\|56868;2026-07-16\|13.04\|-0.46\|13.12\|13.35\|12.90\|26554;2026-07-17\|12.59\|-3.45\|13.04\|13.09\|12.20\|46311;2026-07-20\|11.97\|-4.92\|12.59\|12.85\|11.50\|47535;2026-07-21\|12.12\|1.25\|12.01\|12.21\|11.17\|57113;2026-07-22\|11.99\|-1.07\|12.07\|12.10\|11.79\|26854;2026-07-23\|12.34\|2.92\|11.88\|12.49\|11.83\|38177;2026-07-24\|12.38\|0.32\|12.30\|12.87\|12.25\|34321;2026-07-27\|12.68\|2.42\|12.38\|12.73\|12.20\|31759;2026-07-28\|13.26\|4.57\|12.68\|13.57\|12.53\|65021;2026-07-29\|13.26\|0.00\|13.08\|13.37\|12.91\|33036;2026-07-30\|12.89\|-2.79\|13.27\|13.38\|12.83\|37306;2026-07-31\|12.95\|0.47\|13.00\|13.23\|12.63\|44547;2026-08-03\|13.50\|4.25\|12.75\|13.50\|12.75\|49953;2026-08-05\|14.85\|10.00\|14.85\|14.85\|14.85\|13745;2026-08-06\|16.34\|10.03\|16.34\|16.34\|16.34\|14778;2026-08-07\|15.86\|-2.94\|16.34\|16.35\|15.36\|276017;2026-08-10\|14.94\|-5.80\|15.61\|15.70\|14.42\|183152;2026-08-11\|14.80\|-0.94\|14.74\|15.22\|14.30\|135375;2026-08-12\|14.92\|0.81\|14.70\|14.96\|14.52\|93244;2026-08-13\|14.41\|-3.42\|14.84\|15.10\|14.41\|79730;2026-08-14\|14.27\|-0.97\|14.23\|14.65\|14.01\|74878;2026-08-17\|14.06\|-1.47\|14.43\|14.43\|13.73\|105071;2026-08-18\|14.17\|0.78\|14.07\|14.30\|13.89\|65033;2026-08-19\|13.51\|-4.66\|13.95\|14.06\|13.30\|76435;2026-08-20\|14.35\|6.22\|13.47\|14.86\|13.36\|188946;2026-08-21\|14.78\|3.00\|14.21\|14.80\|14.12\|118398;2026-08-24\|14.98\|1.35\|14.79\|15.32\|14.71\|109779;2026-08-25\|15.08\|0.67\|14.76\|15.11\|14.71\|64400;2026-08-26\|14.91\|-1.13\|15.12\|15.35\|14.77\|81136;2026-08-27\|14.85\|-0.40\|14.89\|15.11\|14.70\|66406;2026-08-28\|14.94\|0.61\|14.90\|15.33\|14.82\|56092;2026-08-31\|15.40\|3.08\|15.01\|15.52\|14.95\|82299;2026-09-01\|15.79\|2.53\|15.40\|15.99\|15.30\|73811;2026-09-02\|16.19\|2.53\|15.69\|16.35\|15.59\|105778;2026-09-03\|16.19\|0.00\|16.20\|16.41\|16.00\|69136;2026-09-04\|16.65\|2.84\|16.26\|17.15\|16.26\|113773;2026-09-07\|16.67\|0.12\|16.66\|17.18\|16.53\|81282;2026-09-08\|17.28\|3.66\|16.73\|17.35\|16.53\|107943;2026-09-09\|16.96\|-1.85\|17.28\|17.50\|16.82\|79611;2026-09-10\|17.12\|0.94\|16.89\|17.43\|16.77\|67316;2026-09-11\|16.85\|-1.58\|17.00\|17.17\|16.72\|64634;2026-09-14\|16.97\|0.71\|17.00\|17.14\|16.69\|49954;2026-09-15\|17.05\|0.47\|16.88\|17.33\|16.74\|54596
114738		国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	旗下新华三为服务器、智算行业龙头之一	2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371;2026-07-27\|41.47\|0.05\|41.03\|42.68\|39.28\|3278909;2026-07-28\|41.48\|0.02\|40.01\|43.58\|38.99\|4340059;2026-07-29\|37.33\|-10.00\|40.86\|41.15\|37.33\|3494249;2026-07-30\|33.60\|-9.99\|35.00\|35.95\|33.60\|2539454;2026-07-31\|34.89\|3.84\|34.90\|35.99\|34.07\|4034086;2026-08-03\|33.10\|-5.13\|34.48\|35.87\|32.69\|2869903;2026-08-04\|34.32\|3.69\|33.61\|34.59\|32.71\|2391766;2026-08-05\|36.94\|7.63\|34.59\|37.75\|34.59\|4290122;2026-08-06\|37.94\|2.71\|36.01\|38.47\|35.88\|3939138;2026-08-07\|38.00\|0.16\|37.70\|38.62\|37.25\|3047273;2026-08-10\|37.63\|-0.97\|37.62\|38.07\|36.60\|1940834;2026-08-11\|37.39\|-0.64\|37.62\|38.60\|36.67\|2251033;2026-08-12\|37.00\|-1.04\|37.53\|37.95\|36.51\|1944189;2026-08-13\|39.60\|7.03\|37.90\|40.70\|37.89\|4177214;2026-08-14\|39.95\|0.88\|40.35\|41.68\|39.25\|3245979;2026-08-17\|41.03\|2.70\|40.80\|41.30\|39.58\|2704804;2026-08-18\|39.25\|-4.34\|40.58\|40.88\|38.70\|2745994;2026-08-19\|35.33\|-9.99\|37.50\|37.70\|35.33\|2439725;2026-08-20\|35.66\|0.93\|35.22\|36.16\|34.41\|1616168;2026-08-21\|36.44\|2.19\|35.60\|36.58\|35.20\|1524792;2026-08-24\|34.49\|-5.35\|36.45\|36.48\|33.93\|1540939;2026-08-25\|35.10\|1.77\|34.00\|35.34\|33.96\|1066409;2026-08-26\|34.90\|-0.57\|35.19\|35.62\|34.70\|952308;2026-08-27\|36.43\|4.38\|35.30\|36.44\|35.13\|1402215;2026-08-28\|35.89\|-1.48\|36.00\|37.50\|35.88\|1641134;2026-08-31\|38.95\|8.53\|34.86\|39.47\|34.86\|2670435;2026-09-01\|38.32\|-1.62\|38.71\|39.55\|38.30\|1904614;2026-09-02\|37.99\|-0.86\|38.00\|38.71\|37.65\|1369865;2026-09-03\|38.13\|0.37\|38.86\|39.35\|37.44\|1558010;2026-09-04\|35.27\|-7.50\|38.51\|38.65\|34.90\|2382789;2026-09-07\|35.37\|0.28\|35.46\|35.70\|34.28\|1665301;2026-09-08\|33.89\|-4.18\|35.18\|35.30\|33.69\|1810939;2026-09-09\|33.57\|-0.94\|33.92\|34.38\|33.31\|1267934;2026-09-10\|33.10\|-1.40\|33.18\|33.65\|32.98\|780505;2026-09-11\|32.84\|-0.79\|32.75\|33.18\|31.90\|1233422;2026-09-14\|32.73\|-0.34\|32.36\|33.21\|31.91\|759754;2026-09-15\|32.87\|0.43\|32.73\|33.48\|32.40\|914260
114737		复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829;2026-07-13\|77.50\|-5.78\|81.51\|84.06\|77.18\|395477;2026-07-14\|71.60\|-7.61\|77.11\|77.50\|68.70\|537496;2026-07-15\|70.06\|-2.15\|71.71\|72.64\|69.72\|279101;2026-07-16\|69.08\|-1.40\|68.77\|71.55\|68.07\|249939;2026-07-17\|64.36\|-6.83\|68.56\|68.80\|63.16\|358166;2026-07-20\|66.60\|3.48\|68.80\|70.62\|64.46\|422555;2026-07-21\|68.71\|3.17\|66.60\|68.73\|61.64\|462896;2026-07-22\|68.58\|-0.19\|68.00\|71.36\|67.38\|454981;2026-07-23\|67.77\|-1.18\|68.00\|70.03\|67.32\|276336;2026-07-24\|64.80\|-4.38\|65.92\|66.83\|64.80\|217611;2026-07-27\|66.28\|2.28\|64.67\|66.36\|64.03\|191022;2026-07-28\|63.23\|-4.60\|64.90\|65.56\|63.10\|218926;2026-07-29\|60.72\|-3.97\|63.19\|63.80\|58.60\|337597;2026-07-30\|57.90\|-4.64\|60.05\|60.99\|57.34\|295355;2026-07-31\|63.25\|9.24\|61.94\|65.95\|61.08\|454611;2026-08-03\|62.97\|-0.44\|63.60\|65.76\|62.70\|302350;2026-08-04\|68.00\|7.99\|64.60\|68.36\|64.60\|454450;2026-08-05\|69.92\|2.82\|67.91\|71.88\|67.50\|525820;2026-08-06\|68.80\|-1.60\|68.00\|70.30\|67.65\|353739;2026-08-07\|69.75\|1.38\|68.99\|71.08\|67.38\|385020;2026-08-10\|67.68\|-2.97\|69.00\|69.87\|66.95\|300867;2026-08-11\|67.85\|0.25\|68.93\|69.37\|66.58\|273142;2026-08-12\|67.70\|-0.22\|69.21\|70.05\|67.49\|304422;2026-08-13\|68.55\|1.26\|69.99\|71.90\|68.51\|543784;2026-08-14\|70.90\|3.43\|69.00\|71.50\|67.70\|505473;2026-08-17\|72.59\|2.38\|70.88\|73.11\|69.88\|533776;2026-08-18\|69.93\|-3.66\|71.80\|71.82\|68.88\|407287;2026-08-19\|65.38\|-6.51\|67.50\|67.99\|65.38\|341115;2026-08-20\|64.58\|-1.22\|66.44\|66.45\|64.02\|212799;2026-08-21\|64.38\|-0.31\|63.98\|64.81\|63.20\|158009;2026-08-24\|62.45\|-3.00\|64.60\|64.90\|61.42\|177494;2026-08-25\|62.60\|0.24\|61.00\|63.18\|60.80\|143149;2026-08-26\|62.33\|-0.43\|62.61\|62.91\|61.73\|116261;2026-08-27\|63.69\|2.18\|62.85\|63.77\|62.10\|185317;2026-08-28\|63.12\|-0.90\|63.90\|65.35\|63.11\|235956;2026-08-31\|66.22\|4.91\|61.86\|66.30\|61.54\|271153;2026-09-01\|64.95\|-1.92\|66.03\|66.78\|64.70\|194194;2026-09-02\|64.41\|-0.83\|63.98\|65.11\|63.50\|144017;2026-09-03\|64.41\|0.00\|65.00\|65.28\|63.63\|144458;2026-09-04\|62.93\|-2.30\|65.19\|65.47\|62.55\|183020;2026-09-07\|63.99\|1.68\|63.70\|64.20\|63.29\|141178;2026-09-08\|63.03\|-1.50\|64.00\|64.60\|62.82\|180100;2026-09-09\|62.40\|-1.00\|63.33\|64.03\|62.15\|132096;2026-09-10\|61.95\|-0.72\|61.60\|62.48\|61.38\|102769;2026-09-11\|61.05\|-1.45\|61.00\|61.48\|59.73\|169095;2026-09-14\|60.68\|-0.61\|60.78\|61.68\|60.38\|130871;2026-09-15\|60.91\|1.10\|61.25\|61.80\|60.60\|145260
114736		燃气轮机+北美数据中心+油气装备行业原因： 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2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|125.70\|-0.06\|126.73\|130.38\|125.22\|169130;2026-09-10\|122.11\|-2.86\|123.90\|123.99\|120.15\|162119;2026-09-11\|118.94\|-2.48\|120.10\|120.50\|115.55\|162577;2026-09-14\|117.69\|-1.05\|116.50\|118.95\|115.41\|110946;2026-09-15\|120.70\|2.56\|117.44\|124.00\|116.67\|145066
114735		涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	1、浪潮AI服务器市场份额全球第一，连续五年以超50%的市场份额稳居中国AI服务器市场第一，消息称国内两家大厂下了英伟达H20订单；一季度净利润同比增长64.39%； 2、公司源2.0大模型已全面开源，行业和个人开发者可以基于源2.0开发各类AI Agent	2026-05-12\|73.13\|-3.78\|76.50\|76.55\|72.54\|765758;2026-05-13\|77.38\|5.81\|72.66\|77.58\|72.11\|997417;2026-05-14\|71.60\|-7.47\|78.00\|78.15\|70.20\|1444687;2026-05-15\|70.21\|-1.94\|71.60\|72.72\|69.84\|788278;2026-05-18\|70.61\|0.57\|69.90\|72.77\|69.40\|652869;2026-05-19\|72.23\|2.29\|70.00\|72.49\|67.30\|791422;2026-05-20\|71.23\|-1.33\|71.71\|74.25\|70.88\|610188;2026-05-21\|66.31\|-6.91\|72.28\|72.30\|66.00\|885705;2026-05-22\|68.25\|2.93\|67.20\|68.58\|65.95\|568209;2026-05-25\|69.20\|1.39\|69.28\|70.60\|68.02\|610359;2026-05-26\|67.30\|-2.75\|68.51\|68.51\|65.83\|625639;2026-05-27\|64.52\|-4.13\|66.94\|67.86\|64.30\|711997;2026-05-28\|66.41\|2.93\|64.30\|66.66\|63.07\|618809;2026-05-29\|64.63\|-2.68\|71.00\|72.03\|64.00\|1212435;2026-06-01\|64.14\|-0.76\|66.71\|67.48\|63.86\|1017626;2026-06-02\|65.00\|1.34\|64.96\|65.97\|63.50\|766989;2026-06-03\|64.22\|-1.20\|63.80\|67.37\|63.52\|924613;2026-06-04\|63.36\|-1.34\|63.01\|64.10\|62.08\|521899;2026-06-05\|62.14\|-1.93\|62.75\|65.10\|61.03\|716993;2026-06-08\|57.89\|-6.84\|60.00\|60.70\|57.40\|728961;2026-06-09\|59.46\|2.71\|58.79\|59.50\|57.91\|448073;2026-06-10\|59.39\|-0.12\|58.88\|62.13\|58.66\|657686;2026-06-11\|57.84\|-2.61\|58.98\|59.43\|57.15\|441041;2026-06-12\|57.86\|0.03\|58.80\|59.23\|57.73\|437952;2026-06-15\|63.09\|9.04\|58.50\|63.59\|58.49\|959525;2026-06-16\|62.30\|-1.25\|63.00\|63.03\|61.55\|520746;2026-06-17\|64.50\|3.53\|61.61\|65.13\|61.50\|682187;2026-06-18\|65.66\|1.80\|64.02\|66.85\|64.01\|695477;2026-06-22\|66.20\|0.82\|66.01\|66.66\|63.41\|689144;2026-06-23\|64.00\|-3.32\|66.49\|67.39\|63.61\|597332;2026-06-24\|64.80\|1.25\|63.74\|65.17\|62.72\|549701;2026-06-25\|68.57\|5.82\|64.99\|69.08\|63.75\|1104852;2026-06-26\|63.89\|-6.83\|67.00\|67.20\|63.66\|807535;2026-06-29\|65.82\|3.02\|63.89\|68.00\|63.47\|811363;2026-06-30\|70.00\|6.35\|65.21\|70.68\|64.83\|1118159;2026-07-01\|67.26\|-3.91\|70.23\|71.87\|66.68\|966012;2026-07-02\|63.79\|-5.16\|65.00\|66.98\|63.50\|725073;2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436;2026-07-27\|85.00\|-0.36\|86.00\|87.43\|81.37\|840190;2026-07-28\|79.85\|-6.06\|82.50\|83.60\|79.00\|946804;2026-07-29\|74.94\|-6.15\|79.90\|80.23\|72.33\|1053349;2026-07-30\|69.08\|-7.82\|73.31\|74.90\|68.18\|916212;2026-07-31\|71.81\|3.95\|73.98\|74.98\|71.26\|901683;2026-08-03\|71.66\|-0.21\|71.82\|75.80\|71.09\|754567;2026-08-04\|74.14\|3.46\|73.03\|74.74\|71.54\|881450;2026-08-05\|77.20\|4.13\|73.30\|79.37\|73.30\|1121241;2026-08-06\|76.79\|-0.53\|75.68\|77.99\|75.11\|881765;2026-08-07\|77.99\|1.56\|76.41\|79.30\|75.05\|933848;2026-08-10\|76.70\|-1.65\|78.02\|78.13\|75.38\|602085;2026-08-11\|75.11\|-2.07\|76.70\|77.20\|75.01\|538912;2026-08-12\|75.02\|-0.12\|75.79\|75.98\|74.06\|538898;2026-08-13\|79.46\|5.92\|77.01\|82.52\|77.01\|1505658;2026-08-14\|78.80\|-0.83\|79.60\|81.16\|77.29\|937908;2026-08-17\|80.68\|2.39\|78.82\|80.68\|77.61\|850433;2026-08-18\|80.97\|0.36\|80.01\|81.87\|77.80\|895138;2026-08-19\|72.87\|-10.00\|78.50\|78.50\|72.87\|990138;2026-08-20\|75.08\|3.03\|73.51\|75.63\|72.50\|668857;2026-08-21\|76.35\|1.69\|75.49\|76.69\|74.25\|521762;2026-08-24\|73.22\|-4.10\|76.74\|76.76\|71.42\|605901;2026-08-25\|74.11\|1.22\|71.43\|74.99\|71.42\|400854;2026-08-26\|73.79\|-0.43\|74.25\|75.12\|73.40\|338372;2026-08-27\|78.27\|6.07\|75.30\|78.30\|74.79\|656865;2026-08-28\|77.44\|-1.06\|78.00\|79.68\|77.23\|511857;2026-08-31\|85.18\|9.99\|76.38\|85.18\|76.37\|1166685;2026-09-01\|85.60\|0.49\|85.90\|87.14\|85.18\|1097374;2026-09-02\|85.69\|0.11\|85.64\|87.50\|84.80\|823857;2026-09-03\|86.35\|0.77\|87.87\|89.18\|84.92\|1113705;2026-09-04\|77.72\|-9.99\|87.25\|87.47\|77.72\|1708893;2026-09-07\|74.74\|-3.83\|75.50\|75.80\|72.30\|1479965;2026-09-08\|72.32\|-3.24\|74.88\|74.89\|72.16\|1059320;2026-09-09\|71.38\|-1.30\|72.48\|72.80\|70.88\|706634;2026-09-10\|70.43\|-1.33\|70.51\|72.08\|70.27\|530264;2026-09-11\|70.54\|0.16\|69.01\|70.73\|68.09\|709783;2026-09-14\|68.82\|-2.44\|68.95\|69.86\|67.60\|544852;2026-09-15\|68.76\|-0.09\|68.42\|69.50\|68.21\|407172
114734		涨停揭秘：HVDC直流供配电产品覆盖主流数据中心，霍威电源强化军工+算力交叉属性；涨停缘由：HVDC产品适配240V-750V全等级数据中心供配电；全资子公司霍威电源为军工电源核心供应商，切入AI服务器液冷电源等新兴场景；算力基建提速；资金逻辑：资金围绕‘算力基建+军民融合’双主线布局，6月15日成交额环比增62%，融资余额连续五日上升；风险提示：2026年一季度营收同比下滑10.60%，数据中心订单落地节奏与毛利率改善尚待验证	1、公司HVDC产品覆盖240V-750V等级，配套数据中心直流供配电，紧抓全球算力增长机遇； 2、公司在电力电子行业深耕多年，已布局储能热管理电源等储能相关产品； 3、全资子公司霍威电源是国内集军工电源的研产销及服务于一体的具备核心竞争优势的专业军工产品供应商	2026-05-12\|28.30\|-1.39\|28.60\|28.68\|27.97\|62856;2026-05-13\|29.68\|4.88\|28.24\|30.00\|28.04\|96389;2026-05-14\|28.57\|-3.74\|29.64\|31.50\|28.41\|98826;2026-05-15\|28.25\|-1.12\|28.42\|28.99\|27.96\|70071;2026-05-18\|28.38\|0.46\|28.00\|28.73\|27.95\|51373;2026-05-19\|28.87\|1.73\|28.42\|28.93\|28.03\|55002;2026-05-20\|28.49\|-1.32\|28.48\|28.89\|28.05\|48044;2026-05-21\|26.68\|-6.35\|28.71\|29.17\|26.60\|87570;2026-05-22\|27.55\|3.26\|26.99\|27.70\|26.84\|63584;2026-05-25\|27.24\|-1.13\|27.74\|28.18\|26.64\|87049;2026-05-26\|28.00\|2.79\|27.15\|28.40\|26.18\|118863;2026-05-27\|32.38\|15.64\|28.11\|33.29\|28.01\|294944;2026-05-28\|33.00\|1.91\|31.91\|34.18\|31.50\|282694;2026-05-29\|33.50\|1.52\|33.81\|35.42\|33.01\|265384;2026-06-01\|33.20\|-0.90\|33.03\|34.08\|31.92\|209310;2026-06-02\|32.70\|-1.51\|31.87\|33.58\|31.30\|157770;2026-06-03\|32.44\|-0.80\|33.06\|34.15\|31.80\|142966;2026-06-04\|31.85\|-1.82\|31.86\|33.99\|31.38\|132185;2026-06-05\|32.18\|1.04\|31.82\|32.89\|29.51\|161811;2026-06-08\|31.21\|-3.01\|30.51\|32.78\|30.51\|119491;2026-06-09\|31.20\|-0.03\|31.84\|32.50\|30.68\|99140;2026-06-10\|28.96\|-7.18\|30.62\|30.89\|28.63\|121401;2026-06-11\|29.06\|0.35\|28.48\|30.38\|28.24\|104129;2026-06-12\|28.71\|-1.20\|29.51\|29.65\|28.53\|83756;2026-06-15\|31.76\|10.62\|28.93\|32.17\|28.93\|119649;2026-06-16\|34.92\|9.95\|31.98\|35.20\|31.54\|171330;2026-06-17\|35.30\|1.09\|34.50\|35.36\|33.50\|143174;2026-06-18\|38.88\|10.14\|35.00\|39.85\|34.66\|176727;2026-06-22\|42.42\|9.10\|39.07\|42.90\|38.50\|172456;2026-06-23\|40.05\|-5.59\|41.99\|42.80\|39.67\|110256;2026-06-24\|39.65\|-1.00\|39.79\|40.21\|38.51\|95935;2026-06-25\|38.39\|-3.18\|38.94\|41.33\|38.24\|110162;2026-06-26\|37.40\|-2.58\|39.89\|39.89\|37.13\|112286;2026-06-29\|36.00\|-3.74\|37.05\|38.00\|34.23\|100359;2026-06-30\|38.19\|6.08\|35.92\|38.64\|35.55\|124441;2026-07-01\|36.36\|-4.79\|37.81\|39.18\|35.80\|124116;2026-07-02\|34.34\|-5.56\|35.39\|36.58\|34.03\|92395;2026-07-03\|34.17\|-0.49\|34.35\|35.40\|34.00\|81904;2026-07-06\|32.91\|-3.69\|34.81\|35.38\|32.80\|84034;2026-07-07\|31.93\|-2.98\|32.69\|33.80\|31.67\|67191;2026-07-08\|29.56\|-7.42\|31.90\|32.03\|29.50\|84521;2026-07-09\|31.32\|5.95\|29.79\|31.40\|28.40\|101295;2026-07-10\|32.13\|2.59\|31.25\|34.00\|30.88\|115612;2026-07-13\|30.72\|-4.39\|31.97\|32.82\|30.59\|105386;2026-07-14\|31.34\|2.02\|31.01\|31.40\|28.74\|90419;2026-07-15\|30.20\|-3.64\|31.30\|32.04\|30.07\|77394;2026-07-16\|28.81\|-4.60\|30.62\|30.82\|28.58\|86534;2026-07-17\|24.45\|-15.13\|28.70\|28.70\|23.93\|143583;2026-07-20\|21.75\|-11.04\|24.94\|25.25\|21.07\|147809;2026-07-21\|23.69\|8.92\|22.40\|23.79\|19.50\|166702;2026-07-22\|23.60\|-0.38\|23.56\|25.04\|23.15\|159227;2026-07-23\|23.70\|0.42\|23.62\|24.24\|23.31\|90913;2026-07-24\|23.86\|0.68\|23.30\|24.35\|23.00\|116167;2026-07-27\|26.03\|9.09\|23.72\|26.03\|23.23\|159808;2026-07-28\|24.69\|-5.15\|25.25\|26.39\|24.57\|130462;2026-07-29\|25.29\|2.43\|24.70\|25.43\|23.94\|143956;2026-07-30\|22.41\|-11.39\|24.94\|25.07\|22.15\|138576;2026-07-31\|24.43\|9.01\|24.96\|25.74\|24.00\|155053;2026-08-03\|24.67\|0.98\|24.50\|25.41\|23.74\|137133;2026-08-04\|26.78\|8.55\|25.29\|27.63\|24.75\|155326;2026-08-05\|27.95\|4.37\|26.63\|28.17\|26.60\|118236;2026-08-06\|27.70\|-0.89\|27.68\|28.33\|27.17\|91529;2026-08-07\|28.14\|1.59\|27.75\|28.50\|27.11\|110154;2026-08-10\|28.19\|0.18\|29.00\|30.02\|27.11\|141812;2026-08-11\|27.85\|-1.21\|27.98\|28.39\|26.91\|88578;2026-08-12\|28.94\|3.91\|28.10\|30.20\|27.64\|159912;2026-08-13\|29.22\|0.97\|30.02\|30.76\|29.09\|133413;2026-08-14\|31.14\|6.57\|30.51\|32.18\|29.63\|147116;2026-08-17\|32.00\|2.76\|31.31\|32.10\|30.48\|119590;2026-08-18\|31.72\|-0.88\|31.80\|32.60\|31.00\|102241;2026-08-19\|28.55\|-9.99\|31.00\|31.12\|28.14\|103636;2026-08-20\|29.85\|4.55\|29.10\|30.93\|28.62\|115993;2026-08-21\|29.59\|-0.87\|29.93\|30.26\|28.69\|67611;2026-08-24\|30.70\|3.75\|30.00\|31.66\|29.56\|124733;2026-08-25\|31.48\|2.54\|29.76\|31.72\|29.02\|116365;2026-08-26\|31.22\|-0.83\|31.17\|31.55\|30.00\|94971;2026-08-27\|32.23\|3.24\|30.89\|32.70\|30.61\|118329;2026-08-28\|31.70\|-1.64\|31.60\|34.90\|30.62\|204268;2026-08-31\|34.60\|9.15\|31.18\|34.88\|30.84\|180281;2026-09-01\|33.92\|-1.97\|34.42\|34.81\|32.96\|123430;2026-09-02\|33.87\|-0.15\|33.90\|34.20\|32.81\|91031;2026-09-03\|35.05\|3.48\|35.50\|35.98\|33.33\|126425;2026-09-04\|33.27\|-5.08\|35.22\|35.35\|32.91\|103466;2026-09-07\|32.29\|-2.95\|33.67\|35.08\|31.69\|191427;2026-09-08\|33.56\|3.93\|31.80\|33.77\|31.55\|144657;2026-09-09\|34.59\|3.07\|32.96\|35.28\|32.96\|99002;2026-09-10\|34.62\|0.09\|34.31\|35.38\|33.40\|84067;2026-09-11\|32.14\|-7.16\|34.05\|34.22\|30.93\|114606;2026-09-14\|34.10\|6.10\|31.90\|34.40\|31.00\|91044;2026-09-15\|33.15\|-2.79\|33.83\|34.45\|33.01\|64885
114733		涨停揭秘：拟开展总额不超200亿元高性能算力服务器融资租赁，直接对接AI算力基建终端需求；涨停缘由：200亿元算力服务器融资租赁计划明确落地路径；深耕制造业数字化，客户涵盖华为、宁德时代等头部企业；大模型应用催生边缘算力部署潮；资金逻辑：资金博弈‘AI+金融创新’新模式，估值处于历史低位，6月15日龙虎榜显示一线游资席位净买入超3000万元；风险提示：融资租赁业务尚处筹划阶段，尚未签署正式协议；公司传统软件业务增速放缓，新业务盈利模式有待验证	公司拟开展以高性能算力服务器为标的的融资租赁业务，交易总额预计不超过200亿元	2026-05-12\|31.79\|5.26\|30.27\|32.47\|29.73\|456403;2026-05-13\|30.69\|-3.46\|31.15\|31.47\|29.69\|255473;2026-05-14\|31.85\|3.78\|30.88\|32.68\|29.80\|350016;2026-05-15\|27.38\|-14.03\|31.00\|31.00\|27.00\|498629;2026-05-18\|32.42\|18.41\|27.20\|32.61\|27.13\|522417;2026-05-19\|31.89\|-1.63\|32.47\|32.49\|30.76\|371555;2026-05-20\|34.82\|9.19\|31.64\|36.80\|31.64\|462237;2026-05-21\|31.40\|-9.82\|34.61\|34.82\|31.26\|370079;2026-05-22\|32.85\|4.62\|32.18\|33.32\|31.53\|270168;2026-05-25\|34.02\|3.56\|33.10\|34.33\|32.31\|310630;2026-05-26\|31.90\|-6.23\|33.22\|33.22\|31.13\|232338;2026-05-27\|28.46\|-10.78\|31.65\|31.88\|28.06\|346770;2026-05-28\|27.65\|-2.85\|28.22\|28.60\|27.47\|218319;2026-05-29\|25.58\|-7.49\|28.07\|28.69\|25.11\|310235;2026-06-01\|26.08\|1.95\|25.83\|27.17\|25.59\|205772;2026-06-02\|25.63\|-1.73\|26.43\|26.82\|25.16\|169340;2026-06-03\|25.44\|-0.74\|25.57\|26.18\|25.04\|140681;2026-06-04\|25.44\|0.00\|25.18\|25.75\|24.60\|192876;2026-06-05\|26.11\|2.63\|25.73\|26.73\|24.37\|300687;2026-06-08\|24.80\|-5.02\|25.02\|25.90\|24.40\|273681;2026-06-09\|24.36\|-1.77\|25.02\|25.33\|23.97\|183204;2026-06-10\|23.98\|-1.56\|24.00\|25.20\|23.61\|167018;2026-06-11\|22.98\|-4.17\|24.20\|24.68\|22.50\|172196;2026-06-12\|22.71\|-1.17\|23.35\|23.51\|22.38\|154228;2026-06-15\|25.48\|12.20\|22.89\|25.81\|22.89\|270581;2026-06-16\|25.87\|1.53\|25.34\|26.44\|25.10\|205223;2026-06-17\|26.99\|4.33\|25.74\|27.11\|25.21\|257782;2026-06-18\|27.37\|1.41\|27.00\|28.38\|26.68\|246569;2026-06-22\|26.46\|-3.32\|27.15\|27.63\|25.53\|234990;2026-06-23\|27.25\|2.99\|26.30\|28.80\|26.02\|279592;2026-06-24\|29.92\|9.80\|27.16\|30.87\|26.11\|480096;2026-06-25\|28.16\|-5.88\|29.77\|30.35\|27.06\|400109;2026-06-26\|27.09\|-3.80\|27.91\|28.32\|26.60\|232973;2026-06-29\|27.45\|1.33\|27.05\|28.16\|25.21\|285917;2026-06-30\|31.00\|12.93\|29.53\|31.22\|26.99\|548770;2026-07-01\|30.03\|-3.13\|30.73\|31.30\|29.19\|368740;2026-07-02\|27.45\|-8.59\|29.83\|29.99\|27.32\|282027;2026-07-03\|28.54\|3.97\|27.46\|29.50\|27.46\|267038;2026-07-06\|29.01\|1.65\|27.89\|29.35\|27.10\|277838;2026-07-07\|26.70\|-7.96\|28.89\|29.29\|26.33\|346571;2026-07-08\|28.55\|6.93\|26.85\|28.93\|25.68\|335679;2026-07-09\|30.21\|5.81\|28.29\|31.00\|28.00\|433109;2026-07-10\|30.47\|0.86\|29.87\|31.59\|29.60\|358656;2026-07-13\|30.63\|0.53\|31.05\|32.50\|30.55\|324490;2026-07-14\|30.55\|-0.26\|30.92\|30.99\|28.09\|314888;2026-07-15\|26.75\|-12.44\|30.00\|30.50\|26.51\|435674;2026-07-16\|25.33\|-5.31\|25.93\|26.38\|25.00\|288481;2026-07-17\|21.70\|-14.33\|25.32\|25.43\|21.68\|302794;2026-07-20\|20.18\|-7.00\|21.99\|22.53\|19.60\|287837;2026-07-21\|20.92\|3.67\|20.29\|20.96\|18.50\|285338;2026-07-22\|21.27\|1.67\|20.51\|22.47\|20.40\|272856;2026-07-23\|21.70\|2.02\|21.27\|22.12\|21.00\|176963;2026-07-24\|21.78\|0.37\|21.26\|22.58\|20.91\|204340;2026-07-27\|21.52\|-1.19\|21.68\|21.68\|20.90\|162095;2026-07-28\|20.81\|-3.30\|21.12\|21.60\|20.68\|141351;2026-07-29\|20.53\|-1.35\|21.01\|21.10\|19.77\|176917;2026-07-30\|20.35\|-0.88\|20.69\|21.33\|20.31\|151765;2026-07-31\|22.54\|10.76\|21.19\|23.35\|21.00\|281966;2026-08-03\|23.77\|5.46\|22.95\|23.96\|22.70\|218165;2026-08-04\|24.93\|4.88\|24.19\|25.33\|24.16\|189132;2026-08-05\|27.19\|9.07\|24.85\|27.50\|24.62\|244968;2026-08-06\|27.72\|1.95\|26.97\|28.50\|26.67\|231879;2026-08-07\|27.98\|0.94\|27.45\|28.12\|26.98\|198880;2026-08-10\|27.25\|-2.61\|27.84\|28.00\|26.75\|184482;2026-08-11\|27.31\|0.22\|27.38\|27.90\|26.83\|128178;2026-08-12\|28.34\|3.77\|27.50\|28.78\|27.29\|179267;2026-08-13\|28.34\|0.00\|28.84\|30.46\|28.28\|245140;2026-08-14\|29.60\|4.45\|28.34\|29.74\|27.92\|198155;2026-08-17\|29.69\|0.30\|29.70\|29.83\|28.60\|184250;2026-08-18\|29.91\|0.74\|29.50\|30.05\|29.01\|149967;2026-08-19\|28.11\|-6.02\|29.26\|29.49\|28.06\|159956;2026-08-20\|27.98\|-0.46\|29.90\|30.91\|27.88\|429951;2026-08-21\|26.84\|-4.07\|28.32\|28.50\|26.62\|319310;2026-08-24\|26.10\|-2.76\|26.95\|27.07\|25.70\|180192;2026-08-25\|25.92\|-0.69\|25.79\|26.18\|25.10\|153839;2026-08-26\|25.32\|-2.31\|25.85\|26.18\|24.94\|150868;2026-08-27\|26.82\|5.92\|25.47\|26.93\|25.38\|185458;2026-08-28\|26.84\|0.07\|27.31\|28.20\|26.84\|207829;2026-08-31\|30.06\|12.00\|26.55\|30.10\|26.18\|298818;2026-09-01\|30.02\|-0.13\|30.10\|31.06\|29.94\|270281;2026-09-02\|29.62\|-1.33\|29.71\|30.01\|29.14\|167022;2026-09-03\|29.46\|-0.54\|29.94\|30.39\|29.04\|154551;2026-09-04\|28.85\|-2.07\|29.98\|30.28\|28.59\|193827;2026-09-07\|28.74\|-0.38\|28.85\|29.02\|28.43\|132065;2026-09-08\|28.39\|-1.22\|28.61\|29.04\|28.20\|131388;2026-09-09\|27.93\|-1.62\|28.42\|28.65\|27.69\|108621;2026-09-10\|27.70\|-0.82\|27.83\|28.26\|27.26\|84514;2026-09-11\|26.52\|-4.26\|27.44\|27.78\|26.05\|135248;2026-09-14\|26.81\|1.09\|26.13\|27.28\|26.05\|102827;2026-09-15\|26.58\|-0.86\|26.89\|27.05\|26.48\|76817
114732		涨停揭秘：HVDC 800V供电架构加速普及，公司SST样机填补国产高压直流供能关键环节；涨停缘由：Anthropic新模型Mythos对算力密度提出更高要求，驱动AI数据中心向HVDC升级；公司10kV/2.4MW固态变压器完成样机验证并适配主流架构；资金逻辑：资金聚焦AI算力‘能源侧’新突破口，金盘科技作为电力电子+数据中心跨界标的获主题资金快速识别与抢筹；风险提示：SST产品尚处样机阶段，量产进度与客户导入节奏存在不确定性	公司10kV/2.4MW固态变压器SST样机已完成，适用于HVDC 800V数据中心供电架构，可显著降低系统损耗并减小占地面积，契合AI算力需求	2026-05-12\|87.64\|-1.17\|89.10\|90.37\|87.01\|163199;2026-05-13\|99.40\|13.42\|88.00\|101.85\|87.29\|383057;2026-05-14\|96.20\|-3.22\|101.54\|102.18\|95.31\|225460;2026-05-15\|92.57\|-3.77\|97.00\|97.49\|90.96\|179949;2026-05-18\|96.30\|4.03\|93.53\|101.33\|93.53\|227786;2026-05-19\|101.02\|4.90\|97.50\|102.00\|94.00\|240305;2026-05-20\|102.20\|1.17\|100.20\|103.28\|98.68\|159955;2026-05-21\|93.72\|-8.30\|102.18\|102.73\|93.28\|193917;2026-05-22\|96.07\|2.51\|95.50\|97.59\|93.03\|155431;2026-05-25\|100.21\|4.31\|98.50\|101.89\|95.00\|216398;2026-05-26\|96.08\|-4.12\|99.05\|99.97\|94.49\|158131;2026-05-27\|103.75\|7.98\|96.01\|111.11\|96.01\|371308;2026-05-28\|105.15\|1.35\|105.00\|105.80\|102.01\|206325;2026-05-29\|100.48\|-4.44\|108.78\|110.56\|99.77\|250436;2026-06-01\|100.69\|0.21\|100.48\|106.92\|100.01\|203804;2026-06-02\|96.25\|-4.41\|101.15\|102.50\|91.30\|209577;2026-06-03\|95.99\|-0.27\|94.80\|101.57\|92.76\|205282;2026-06-04\|94.69\|-1.35\|94.00\|98.46\|93.25\|153512;2026-06-05\|89.92\|-5.04\|95.09\|95.09\|88.00\|208112;2026-06-08\|83.60\|-7.03\|85.00\|88.19\|82.28\|163710;2026-06-09\|85.98\|2.85\|85.18\|86.28\|83.60\|118393;2026-06-10\|78.38\|-8.84\|83.00\|83.66\|77.61\|183947;2026-06-11\|80.69\|2.95\|78.43\|83.38\|78.43\|139545;2026-06-12\|80.50\|-0.24\|83.98\|84.30\|80.50\|123019;2026-06-15\|90.86\|12.87\|83.00\|91.04\|81.80\|188823;2026-06-16\|96.91\|6.66\|90.86\|99.55\|89.90\|211010;2026-06-17\|92.75\|-4.29\|98.00\|98.00\|91.03\|215109;2026-06-18\|92.50\|-0.27\|92.96\|94.88\|91.15\|147178;2026-06-22\|92.35\|-0.16\|93.93\|95.66\|90.14\|231001;2026-06-23\|86.00\|-6.88\|93.30\|93.30\|85.18\|184095;2026-06-24\|89.28\|3.81\|85.59\|90.48\|84.00\|167475;2026-06-25\|87.64\|-1.84\|88.63\|90.43\|86.33\|118219;2026-06-26\|82.00\|-6.44\|88.53\|89.61\|81.10\|169037;2026-06-29\|79.97\|-2.48\|81.70\|82.84\|78.00\|137145;2026-06-30\|84.64\|5.84\|81.07\|87.22\|80.50\|175534;2026-07-01\|84.43\|-0.25\|86.32\|86.98\|82.50\|156450;2026-07-02\|79.00\|-6.43\|81.43\|83.66\|79.00\|123046;2026-07-03\|79.54\|0.68\|77.77\|81.50\|77.77\|108426;2026-07-06\|82.74\|4.02\|82.82\|86.67\|82.42\|163535;2026-07-07\|82.22\|-0.63\|84.99\|89.66\|81.82\|200805;2026-07-08\|77.35\|-5.92\|83.00\|83.30\|77.33\|137833;2026-07-09\|82.04\|6.06\|77.62\|82.30\|76.08\|134568;2026-07-10\|77.81\|-5.16\|81.50\|81.98\|77.78\|134575;2026-07-13\|72.11\|-7.33\|77.00\|77.77\|71.62\|122174;2026-07-14\|73.16\|1.46\|72.90\|73.44\|69.13\|108367;2026-07-15\|68.75\|-6.03\|72.99\|74.56\|68.55\|124454;2026-07-16\|65.11\|-5.29\|67.88\|68.46\|64.39\|126762;2026-07-17\|62.61\|-3.84\|64.60\|66.66\|61.74\|137096;2026-07-20\|60.25\|-3.77\|63.88\|63.99\|57.86\|139437;2026-07-21\|64.57\|7.17\|60.90\|64.68\|58.80\|141468;2026-07-22\|63.26\|-2.03\|64.00\|65.21\|62.56\|87891;2026-07-23\|70.16\|10.91\|63.99\|70.50\|63.33\|216303;2026-07-24\|68.21\|-2.78\|68.00\|69.43\|66.43\|146782;2026-07-27\|72.22\|5.88\|68.26\|72.66\|67.00\|147099;2026-07-28\|67.15\|-7.02\|70.66\|71.06\|66.41\|120863;2026-07-29\|68.04\|1.33\|67.67\|69.15\|65.10\|99537;2026-07-30\|63.90\|-6.08\|68.00\|68.20\|63.37\|107266;2026-07-31\|64.30\|0.63\|67.09\|68.40\|64.14\|115746;2026-08-03\|65.78\|2.30\|64.91\|67.35\|63.80\|88665;2026-08-04\|67.53\|2.66\|66.88\|68.49\|65.20\|92308;2026-08-05\|69.68\|3.18\|66.00\|70.49\|65.80\|113092;2026-08-06\|68.36\|-1.89\|68.00\|69.29\|67.10\|113292;2026-08-07\|69.33\|1.42\|68.00\|70.52\|66.50\|142660;2026-08-10\|70.00\|0.97\|73.06\|74.00\|68.68\|156967;2026-08-11\|68.79\|-1.73\|69.00\|70.98\|67.50\|108559;2026-08-12\|69.25\|0.67\|68.80\|70.64\|68.20\|90242;2026-08-13\|71.85\|3.75\|70.25\|74.89\|69.02\|242571;2026-08-14\|70.22\|-2.27\|72.00\|72.48\|69.39\|147336;2026-08-17\|73.78\|5.07\|70.12\|73.93\|69.08\|172478;2026-08-18\|73.90\|0.16\|74.45\|76.00\|72.60\|118773;2026-08-19\|67.88\|-8.15\|71.50\|71.50\|67.61\|142776;2026-08-20\|67.31\|-0.84\|68.88\|69.20\|66.48\|82610;2026-08-21\|76.00\|12.91\|71.53\|76.99\|70.68\|368403;2026-08-24\|75.35\|-0.86\|75.50\|77.50\|73.03\|195238;2026-08-25\|74.00\|-1.79\|74.66\|75.10\|72.02\|112519;2026-08-26\|72.35\|-2.23\|74.50\|75.20\|72.20\|109630;2026-08-27\|66.77\|-7.71\|70.94\|70.94\|64.92\|361368;2026-08-28\|66.11\|-0.99\|66.11\|68.00\|65.33\|184595;2026-08-31\|66.63\|0.79\|65.60\|66.70\|63.92\|144900;2026-09-01\|64.46\|-3.26\|66.03\|66.57\|64.32\|99298;2026-09-02\|63.95\|-0.79\|63.60\|64.83\|62.80\|72729;2026-09-03\|67.46\|5.49\|65.50\|68.86\|65.13\|190335;2026-09-04\|68.50\|1.54\|68.10\|71.53\|68.01\|193431;2026-09-07\|67.91\|-0.86\|69.00\|69.23\|67.22\|124533;2026-09-08\|65.74\|-3.20\|67.99\|68.60\|65.40\|110451;2026-09-09\|67.46\|2.62\|66.08\|68.70\|65.88\|119266;2026-09-10\|65.10\|-3.50\|66.63\|66.73\|64.86\|90575;2026-09-11\|63.26\|-2.83\|64.56\|64.83\|61.93\|98533;2026-09-14\|62.53\|-1.15\|62.30\|63.90\|62.10\|68148;2026-09-15\|62.46\|-0.11\|62.00\|63.59\|62.00\|58271
114731		GPU电感+3D打印+羰基铁粉 1、据2025年8月27日互动易，公司的软磁粉以羰基铁粉、雾化合金粉为基础材料制备而成，在GPU领域可用于制造一体化电感，为GPU提供供电及滤波功能。公司属于GPU的二级供应商，产品已切入主流供应链，直接客户为电感供应商。 2、据2026年1月19日投资者关系活动记录表，受益于 AI 算力产业发展带动一体成型电感需求提升，羰基铁粉及软磁材料业务保持稳健，终端订单态势良好。羰基铁粉产品在磁流变液悬挂系统领域的性能和品质获得海内外客户认可。 3、据2025年11月25日互动易，公司全资子公司赣州悦龙新材料有限公司在应用钛合金3D打印材料的航空航天结构件领域实现了预研型试生产，但当前销售规模在公司整体收入中所占比重较小。	公司羰基铁粉已批量用于AI服务器芯片，一体成型电感是英伟达二级供应商，占英伟达份额30--40%	2026-05-12\|32.76\|-1.86\|33.68\|33.70\|32.60\|24618;2026-05-13\|34.73\|6.01\|33.00\|35.95\|32.37\|66902;2026-05-14\|33.77\|-2.76\|35.18\|35.35\|33.58\|34742;2026-05-15\|33.93\|0.47\|34.22\|34.60\|33.12\|41842;2026-05-18\|34.30\|1.09\|33.88\|34.63\|33.10\|30491;2026-05-19\|34.18\|-0.35\|34.18\|34.48\|33.44\|30457;2026-05-20\|34.33\|0.44\|34.00\|34.65\|33.50\|31159;2026-05-21\|32.71\|-4.72\|34.33\|35.47\|32.61\|49486;2026-05-22\|36.58\|11.83\|32.66\|37.76\|32.66\|101376;2026-05-25\|37.45\|2.38\|36.20\|38.23\|35.56\|86091;2026-05-26\|36.32\|-3.02\|37.27\|37.40\|35.45\|55450;2026-05-27\|38.57\|6.19\|36.58\|40.20\|36.07\|99648;2026-05-28\|41.49\|7.57\|38.50\|42.71\|38.00\|100016;2026-05-29\|38.80\|-6.48\|41.75\|41.96\|38.60\|84220;2026-06-01\|36.79\|-5.18\|38.80\|40.16\|36.53\|85898;2026-06-02\|40.00\|8.73\|35.93\|40.43\|35.93\|74102;2026-06-03\|40.22\|0.55\|39.80\|41.78\|39.51\|72655;2026-06-04\|40.99\|1.91\|39.53\|41.68\|39.00\|66260;2026-06-05\|42.49\|3.66\|40.54\|44.60\|38.38\|95409;2026-06-08\|40.48\|14.87\|36.22\|41.98\|35.56\|181886;2026-06-09\|42.35\|4.62\|43.80\|45.99\|40.80\|207592;2026-06-10\|46.90\|10.74\|44.26\|48.15\|43.42\|204509;2026-06-11\|41.50\|-11.51\|45.24\|46.00\|40.50\|189696;2026-06-12\|38.49\|-7.25\|42.00\|42.87\|37.64\|184436;2026-06-15\|43.75\|13.67\|38.64\|45.54\|38.64\|184030;2026-06-16\|48.50\|10.86\|42.96\|50.81\|41.80\|198799;2026-06-17\|47.09\|-2.91\|47.02\|48.55\|46.39\|118092;2026-06-18\|49.35\|4.80\|45.99\|51.09\|44.68\|166359;2026-06-22\|48.77\|-1.18\|53.69\|54.73\|47.11\|178914;2026-06-23\|48.20\|-1.17\|47.51\|51.49\|46.16\|141553;2026-06-24\|47.82\|-0.79\|46.85\|50.00\|45.98\|125752;2026-06-25\|46.68\|-2.38\|47.47\|48.32\|44.70\|125711;2026-06-26\|46.15\|-1.14\|46.50\|48.36\|44.36\|110882;2026-06-29\|47.43\|2.77\|46.32\|50.58\|45.42\|142238;2026-06-30\|46.08\|-2.85\|48.00\|49.30\|45.30\|126998;2026-07-01\|48.10\|4.38\|47.00\|49.80\|45.87\|138917;2026-07-02\|49.49\|2.89\|45.80\|52.00\|44.50\|159944;2026-07-03\|44.80\|-9.48\|48.16\|48.80\|43.04\|124004;2026-07-06\|43.30\|-3.35\|45.52\|47.00\|42.99\|90974;2026-07-07\|41.06\|-5.17\|43.10\|43.83\|40.56\|89711;2026-07-08\|38.57\|-6.06\|40.69\|41.27\|38.00\|102170;2026-07-09\|38.97\|1.04\|38.82\|39.73\|36.70\|82939;2026-07-10\|36.60\|-6.08\|40.00\|40.27\|36.39\|98684;2026-07-13\|33.52\|-8.42\|36.19\|36.71\|33.17\|66096;2026-07-14\|35.08\|4.65\|33.30\|35.43\|32.55\|61228;2026-07-15\|33.55\|-4.36\|35.08\|35.19\|33.02\|49564;2026-07-16\|31.18\|-7.06\|32.99\|33.50\|31.00\|48311;2026-07-17\|28.27\|-9.33\|31.80\|31.80\|28.15\|69729;2026-07-20\|25.09\|-11.25\|28.83\|29.19\|24.48\|118201;2026-07-21\|27.95\|11.40\|25.25\|28.03\|22.80\|115064;2026-07-22\|27.14\|-2.90\|27.83\|28.67\|26.88\|71329;2026-07-23\|27.38\|0.88\|27.39\|28.35\|26.80\|47206;2026-07-24\|26.66\|-2.63\|27.70\|27.70\|26.12\|40277;2026-07-27\|27.31\|2.44\|27.19\|27.33\|25.82\|39778;2026-07-28\|25.51\|-6.59\|26.32\|27.20\|25.31\|49365;2026-07-29\|25.28\|-0.90\|25.52\|25.64\|24.24\|50862;2026-07-30\|23.48\|-7.12\|25.45\|25.50\|23.20\|56613;2026-07-31\|24.45\|4.13\|24.88\|26.43\|24.35\|63309;2026-08-03\|24.03\|-1.72\|24.62\|25.08\|23.81\|51659;2026-08-04\|25.24\|5.04\|24.14\|25.52\|23.97\|51741;2026-08-05\|26.95\|6.78\|25.20\|27.20\|25.15\|63168;2026-08-06\|27.33\|1.41\|26.79\|27.87\|26.65\|59010;2026-08-07\|28.38\|3.84\|27.20\|28.63\|26.94\|59116;2026-08-10\|27.50\|-3.10\|28.51\|28.51\|27.16\|59229;2026-08-11\|27.77\|0.98\|27.25\|28.60\|27.14\|58412;2026-08-12\|27.98\|0.76\|28.02\|28.29\|27.50\|49650;2026-08-13\|27.11\|-3.11\|28.18\|28.95\|27.00\|61245;2026-08-14\|28.30\|4.39\|27.17\|28.40\|27.17\|76707;2026-08-17\|29.73\|5.05\|28.33\|29.76\|28.05\|69974;2026-08-18\|29.97\|0.81\|29.37\|30.38\|29.30\|60115;2026-08-19\|27.30\|-8.91\|28.98\|29.40\|27.20\|78181;2026-08-20\|27.68\|1.39\|27.63\|28.54\|27.32\|62702;2026-08-21\|27.80\|0.43\|27.50\|28.21\|26.92\|33880;2026-08-24\|27.13\|-2.41\|27.61\|27.80\|26.45\|37360;2026-08-25\|26.50\|-2.32\|26.21\|26.90\|25.25\|51075;2026-08-26\|26.27\|-0.87\|26.70\|26.70\|25.65\|42063;2026-08-27\|27.32\|4.00\|26.13\|27.50\|25.89\|40458;2026-08-28\|27.51\|0.70\|27.33\|29.08\|27.06\|60715;2026-08-31\|27.83\|1.16\|26.80\|27.93\|26.68\|35725;2026-09-01\|26.24\|-5.71\|27.61\|27.85\|26.15\|55816;2026-09-02\|25.89\|-1.33\|26.01\|26.21\|25.62\|34182;2026-09-03\|26.16\|1.04\|26.05\|26.64\|25.61\|28955;2026-09-04\|25.09\|-4.09\|26.37\|26.66\|24.86\|43914;2026-09-07\|26.53\|5.74\|25.60\|26.65\|25.21\|50899;2026-09-08\|25.86\|-2.53\|26.99\|26.99\|25.61\|31498;2026-09-09\|25.89\|0.12\|25.62\|26.57\|25.62\|27253;2026-09-10\|25.45\|-1.70\|25.70\|25.95\|25.35\|24638;2026-09-11\|24.93\|-2.04\|25.20\|25.24\|24.13\|30917;2026-09-14\|25.48\|2.21\|24.82\|25.64\|24.41\|27134;2026-09-15\|25.68\|0.78\|25.45\|26.07\|25.23\|25133
114730		磁悬浮热泵+数据中心+节能设备 1、据2025年9月3日互动易，公司磁暑浮离心热泵相关产品是公司基于在磁悬浮和热管理领域的深厚积累所进行的创新拓展，旨在为数据中心提供高效的供冷、供热及余热回收一体化解决方案，契合“双碳”目标下数据中心的节能降耗需求，公司将积极推动该技术的市场应用。 2、据2025年4月23日年报，公司主营节能空气压缩机、鼓风机及磁悬浮离心式冷水热泵机组等300余种型号产品，销往全球100多个国家。 3、据2025年5月12日互动易，公司磁悬浮变频离心式冷水机组和热泵机组已完成研发并具备量产能力。	公司磁悬浮离心热泵已具备为数据中心提供高效供冷、供热及余热回收一体化解决方案的能力；25年净利润同比增长437.04%	2026-05-12\|70.66\|7.43\|65.64\|76.14\|65.63\|114937;2026-05-13\|72.00\|1.90\|70.50\|72.98\|68.45\|94675;2026-05-14\|72.15\|0.21\|73.49\|76.68\|69.50\|80816;2026-05-15\|78.05\|8.18\|75.50\|81.17\|73.50\|102018;2026-05-18\|81.82\|4.83\|75.60\|85.44\|75.60\|81960;2026-05-19\|77.57\|-5.19\|81.88\|82.20\|76.87\|70071;2026-05-20\|76.46\|-1.43\|77.00\|78.00\|72.80\|73883;2026-05-21\|74.88\|-2.07\|76.93\|82.50\|74.00\|73037;2026-05-22\|78.68\|5.07\|76.50\|79.79\|75.50\|57836;2026-05-25\|81.63\|3.75\|82.57\|87.60\|79.79\|57641;2026-05-26\|72.77\|-10.85\|80.40\|80.99\|69.97\|87291;2026-05-27\|67.73\|-6.93\|71.90\|73.33\|66.70\|51434;2026-05-28\|69.90\|3.20\|67.20\|72.00\|66.42\|52427;2026-05-29\|64.98\|-7.04\|70.32\|71.12\|63.00\|67432;2026-06-01\|63.10\|-2.89\|64.67\|66.15\|62.50\|39061;2026-06-02\|65.49\|3.79\|62.93\|66.48\|60.21\|52397;2026-06-03\|66.00\|0.78\|65.92\|68.50\|64.67\|36607;2026-06-04\|67.30\|1.97\|65.11\|67.66\|63.48\|41676;2026-06-05\|63.98\|-4.93\|66.78\|67.39\|63.20\|30051;2026-06-08\|57.75\|-9.74\|61.28\|61.98\|55.88\|46410;2026-06-09\|62.20\|7.71\|58.35\|62.58\|57.00\|46141;2026-06-10\|59.67\|-4.07\|62.18\|62.49\|58.27\|29172;2026-06-11\|58.53\|-1.91\|59.59\|59.59\|58.07\|20256;2026-06-12\|56.85\|-2.87\|59.80\|60.34\|56.81\|21246;2026-06-15\|64.80\|13.98\|57.00\|65.15\|56.99\|44456;2026-06-16\|64.22\|-0.90\|66.00\|66.00\|63.00\|41487;2026-06-17\|64.07\|-0.23\|63.73\|65.97\|62.76\|29427;2026-06-18\|67.50\|5.35\|64.90\|69.81\|63.47\|38832;2026-06-22\|64.80\|-4.00\|67.75\|71.27\|63.01\|41970;2026-06-23\|64.38\|-0.65\|65.29\|67.50\|63.18\|40117;2026-06-24\|64.63\|0.39\|63.29\|66.50\|62.17\|29812;2026-06-25\|65.68\|1.62\|64.07\|69.73\|63.01\|42950;2026-06-26\|64.26\|-2.16\|65.30\|69.91\|63.62\|51171;2026-06-29\|56.32\|-12.36\|64.01\|64.80\|55.70\|46616;2026-06-30\|56.12\|0.16\|57.04\|58.13\|55.00\|28826;2026-07-01\|52.96\|-5.63\|56.70\|56.70\|52.76\|32145;2026-07-02\|50.43\|-4.78\|52.94\|53.90\|50.18\|35340;2026-07-03\|51.84\|2.80\|50.60\|52.91\|50.25\|34847;2026-07-06\|62.21\|20.00\|51.07\|62.21\|51.07\|63225;2026-07-07\|56.70\|-8.86\|62.21\|62.40\|55.25\|71214;2026-07-08\|51.94\|-8.40\|57.72\|58.74\|51.87\|50200;2026-07-09\|57.49\|10.69\|53.38\|62.33\|53.37\|106206;2026-07-10\|62.00\|7.84\|56.92\|65.80\|56.92\|92663;2026-07-13\|57.63\|-7.05\|60.67\|62.00\|57.04\|55186;2026-07-14\|57.55\|-0.14\|56.98\|59.53\|54.42\|49144;2026-07-15\|55.78\|-3.08\|58.00\|59.49\|54.74\|38880;2026-07-16\|54.01\|-3.17\|54.77\|56.33\|53.19\|36049;2026-07-17\|49.12\|-9.05\|54.73\|54.74\|49.00\|49946;2026-07-20\|44.62\|-9.16\|50.00\|51.14\|43.15\|53355;2026-07-21\|46.45\|4.10\|44.62\|46.45\|38.39\|54714;2026-07-22\|44.11\|-5.04\|45.94\|47.16\|43.60\|35379;2026-07-23\|43.75\|-0.82\|44.71\|46.44\|43.09\|27564;2026-07-24\|43.40\|-0.80\|43.03\|45.27\|42.00\|23054;2026-07-27\|46.82\|7.88\|43.05\|46.99\|42.00\|32492;2026-07-28\|44.36\|-5.25\|46.18\|48.98\|44.00\|36962;2026-07-29\|42.69\|-3.76\|44.30\|44.73\|41.25\|33604;2026-07-30\|37.99\|-11.01\|42.69\|42.89\|37.70\|47077;2026-07-31\|39.51\|4.00\|40.57\|41.55\|39.51\|42640;2026-08-03\|38.60\|-2.30\|39.37\|40.38\|38.16\|32151;2026-08-04\|41.97\|8.73\|39.20\|42.55\|38.26\|38059;2026-08-05\|44.29\|5.53\|41.56\|44.99\|41.03\|33294;2026-08-06\|44.11\|-0.41\|43.64\|44.94\|43.00\|29074;2026-08-07\|45.82\|3.88\|44.29\|45.96\|42.48\|38577;2026-08-10\|45.12\|-1.53\|46.48\|48.02\|44.03\|29713;2026-08-11\|44.57\|-1.22\|44.99\|45.11\|43.67\|19510;2026-08-12\|45.88\|2.94\|44.50\|47.31\|44.27\|33913;2026-08-13\|44.91\|-2.11\|46.17\|47.38\|44.81\|21953;2026-08-14\|45.45\|1.20\|44.91\|45.75\|44.10\|19012;2026-08-17\|47.06\|3.54\|45.66\|47.17\|45.06\|20378;2026-08-18\|45.56\|-3.19\|46.53\|47.60\|45.28\|24770;2026-08-19\|42.17\|-7.44\|44.30\|45.12\|41.80\|26394;2026-08-20\|42.56\|0.92\|43.02\|43.72\|42.20\|17398;2026-08-21\|43.16\|1.41\|42.34\|43.93\|41.28\|18568;2026-08-24\|42.84\|-0.74\|43.14\|43.32\|41.52\|17462;2026-08-25\|44.90\|4.81\|42.42\|45.25\|41.41\|33393;2026-08-26\|40.60\|-9.58\|44.91\|45.23\|40.03\|69044;2026-08-27\|46.37\|14.21\|40.32\|46.51\|40.20\|73413;2026-08-28\|44.88\|-3.21\|46.10\|46.60\|43.99\|57821;2026-08-31\|48.25\|7.51\|43.93\|48.28\|43.93\|49753;2026-09-01\|45.55\|-5.60\|48.07\|48.07\|44.84\|50381;2026-09-02\|46.17\|1.36\|45.00\|47.37\|44.02\|34902;2026-09-03\|48.69\|5.46\|46.88\|49.27\|46.04\|49316;2026-09-04\|48.42\|-0.55\|49.48\|51.13\|47.97\|64627;2026-09-07\|50.57\|4.44\|48.75\|51.00\|47.80\|47633;2026-09-08\|49.62\|-1.88\|50.54\|51.28\|48.70\|31878;2026-09-09\|49.50\|-0.24\|49.74\|50.57\|48.84\|24774;2026-09-10\|49.18\|-0.65\|48.89\|49.69\|48.03\|19385;2026-09-11\|47.60\|-3.21\|48.30\|49.50\|45.52\|24258;2026-09-14\|46.95\|-1.37\|47.93\|48.66\|45.60\|26185;2026-09-15\|45.75\|-2.56\|47.06\|47.38\|45.26\|21084
114729		连接器+数据中心+人形机器人行业原因：据东吴证券5月5日研报，英伟达GB200/GB300及Vera Rubin NVL144超节点架构推动铜连接用量大幅增长，高速铜缆进入放量期。公司原因： 1、据2026年4月21日“提质增效重回报”行动方案公告，公司参与起草《人形机器人可靠性与耐久性评价规范》等5项团体标准，已向全球头部具身机器人企业批量供货百余款产品。 2、据2026年4月21日年报及2026年4月3日投资者关系活动记录表，公司为AI与数据中心提供高速铜缆、UQD液冷连接等全场景解决方案，400G/800G产品已小批量交付并推进产能爬坡。 3、据2026年4月21日年报，公司2025年营收31.5亿元、净利3亿元，同比增30.5%、70.6%，新能源汽车连接器收入28.6亿元，储能、通信、机器人等新领域订单持续增长。	公司为AI系统提供完整的解决方案：包括高速数据有源及无源铜缆；传输电源及电力的POWERWHIP和BUSBAR等	2026-05-12\|136.75\|7.06\|127.90\|141.57\|124.00\|181371;2026-05-13\|136.12\|-0.46\|133.00\|138.95\|131.56\|101886;2026-05-14\|134.53\|-1.17\|139.39\|140.00\|130.80\|103409;2026-05-15\|131.73\|-2.08\|134.53\|138.00\|129.80\|73797;2026-05-18\|144.77\|9.90\|131.21\|146.96\|129.17\|193136;2026-05-19\|139.30\|-3.78\|143.00\|144.90\|135.00\|128808;2026-05-20\|140.43\|0.81\|139.39\|143.80\|137.80\|88281;2026-05-21\|132.61\|-5.57\|142.00\|147.99\|132.00\|108152;2026-05-22\|136.73\|3.11\|135.71\|139.90\|134.54\|92217;2026-05-25\|136.23\|-0.37\|137.10\|139.00\|130.30\|87753;2026-05-26\|130.71\|-4.05\|137.03\|137.77\|128.97\|85045;2026-05-27\|126.28\|-3.39\|132.62\|134.97\|125.60\|95474;2026-05-28\|128.01\|1.37\|126.43\|132.00\|123.56\|90642;2026-05-29\|119.37\|-6.75\|128.96\|130.88\|118.00\|100506;2026-06-01\|119.01\|-0.30\|124.00\|126.50\|118.11\|92751;2026-06-02\|119.29\|0.24\|118.80\|121.36\|115.01\|73942;2026-06-03\|124.99\|4.78\|121.02\|133.41\|120.20\|127135;2026-06-04\|135.00\|8.01\|122.43\|135.01\|121.51\|153013;2026-06-05\|126.11\|-6.59\|134.00\|138.60\|125.28\|163690;2026-06-08\|115.65\|-8.29\|116.91\|122.50\|115.00\|102878;2026-06-09\|122.69\|6.09\|118.00\|124.68\|114.45\|130917;2026-06-10\|113.83\|-7.22\|119.23\|121.00\|111.99\|90460;2026-06-11\|110.62\|-2.82\|113.80\|117.23\|109.47\|81585;2026-06-12\|109.07\|-1.40\|115.00\|117.00\|109.00\|69597;2026-06-15\|124.50\|14.15\|111.88\|126.00\|111.52\|118286;2026-06-16\|124.54\|0.03\|123.98\|126.57\|122.31\|81026;2026-06-17\|93.40\|5.11\|87.98\|94.39\|87.18\|144697;2026-06-18\|97.22\|4.09\|93.28\|98.20\|93.00\|151692;2026-06-22\|97.91\|0.71\|103.00\|105.46\|95.52\|180716;2026-06-23\|95.21\|-2.76\|97.66\|99.50\|93.60\|143037;2026-06-24\|99.80\|4.82\|97.00\|101.50\|95.23\|156617;2026-06-25\|102.50\|2.71\|100.00\|105.40\|100.00\|146592;2026-06-26\|92.91\|-9.36\|100.51\|101.00\|92.61\|152822;2026-06-29\|89.86\|-3.28\|93.28\|94.15\|86.50\|138397;2026-06-30\|95.97\|6.80\|89.88\|96.89\|88.31\|126210;2026-07-01\|91.76\|-4.39\|96.03\|99.74\|91.05\|120636;2026-07-02\|84.24\|-8.20\|88.80\|90.16\|83.02\|136110;2026-07-03\|83.00\|-1.47\|85.92\|87.44\|82.21\|97550;2026-07-06\|83.75\|0.90\|83.00\|88.98\|82.18\|106400;2026-07-07\|79.40\|-5.19\|83.93\|85.75\|79.20\|94365;2026-07-08\|80.86\|1.84\|80.93\|82.50\|77.15\|108529;2026-07-09\|81.73\|1.08\|83.00\|84.50\|76.76\|126075;2026-07-10\|79.16\|-3.14\|81.70\|88.58\|79.16\|181522;2026-07-13\|71.98\|-9.07\|78.65\|80.60\|71.18\|125680;2026-07-14\|72.88\|1.25\|73.20\|73.89\|68.00\|102981;2026-07-15\|71.52\|-1.87\|74.20\|75.48\|70.52\|92338;2026-07-16\|67.80\|-5.20\|71.85\|71.85\|67.07\|95118;2026-07-17\|61.41\|-9.42\|67.78\|68.00\|61.00\|139246;2026-07-20\|56.30\|-8.32\|64.58\|65.11\|53.47\|156788;2026-07-21\|60.00\|6.57\|56.77\|60.16\|50.00\|197006;2026-07-22\|60.17\|0.28\|59.43\|62.20\|59.10\|123563;2026-07-23\|61.18\|1.68\|61.37\|63.08\|60.00\|101950;2026-07-24\|59.20\|-3.24\|60.48\|61.40\|57.84\|82081;2026-07-27\|60.34\|1.93\|60.00\|61.18\|58.15\|78273;2026-07-28\|53.82\|-10.81\|58.46\|59.48\|53.01\|111200;2026-07-29\|52.00\|-3.38\|53.79\|54.69\|49.33\|143621;2026-07-30\|47.30\|-9.04\|51.50\|52.08\|46.90\|136601;2026-07-31\|48.60\|2.75\|51.00\|53.10\|48.38\|193039;2026-08-03\|47.00\|-3.29\|48.60\|49.33\|46.48\|114897;2026-08-04\|49.80\|5.96\|47.70\|50.31\|46.83\|104495;2026-08-05\|53.18\|6.79\|48.80\|54.88\|47.90\|145229;2026-08-06\|58.48\|9.97\|52.02\|59.39\|51.74\|245549;2026-08-07\|58.31\|-0.29\|58.59\|59.50\|56.08\|246056;2026-08-10\|55.09\|-5.52\|57.83\|58.66\|54.01\|147704;2026-08-11\|55.20\|0.20\|54.80\|56.26\|53.40\|103272;2026-08-12\|58.19\|5.42\|55.01\|59.58\|54.75\|145762;2026-08-13\|61.71\|6.05\|59.28\|65.10\|59.28\|213970;2026-08-14\|63.23\|2.46\|63.44\|63.99\|61.60\|158835;2026-08-17\|65.88\|4.19\|63.23\|66.60\|62.58\|162770;2026-08-18\|63.70\|-3.31\|66.12\|66.12\|62.30\|124732;2026-08-19\|57.51\|-9.72\|61.00\|62.78\|57.00\|140335;2026-08-20\|61.05\|6.16\|58.30\|62.18\|57.31\|153002;2026-08-21\|63.56\|4.11\|61.05\|67.63\|59.79\|185617;2026-08-24\|64.20\|1.01\|63.56\|65.70\|61.99\|160039;2026-08-25\|61.79\|-3.75\|63.56\|65.85\|61.65\|136510;2026-08-26\|61.03\|-1.23\|62.18\|62.80\|59.46\|89066;2026-08-27\|68.45\|12.16\|62.00\|68.62\|61.58\|206292;2026-08-28\|64.78\|-5.36\|68.17\|69.29\|64.67\|114868;2026-08-31\|65.56\|1.20\|63.00\|66.20\|63.00\|84687;2026-09-01\|62.00\|-5.43\|65.32\|66.50\|61.60\|116031;2026-09-02\|60.30\|-2.74\|60.80\|61.50\|59.80\|74488;2026-09-03\|60.17\|-0.22\|61.00\|61.41\|59.22\|83446;2026-09-04\|58.23\|-3.22\|60.80\|63.30\|57.51\|112192;2026-09-07\|63.50\|9.05\|59.37\|64.22\|58.60\|158361;2026-09-08\|66.30\|4.41\|63.99\|68.13\|62.50\|175952;2026-09-09\|67.68\|2.08\|67.66\|69.58\|66.00\|146336;2026-09-10\|69.30\|2.39\|67.00\|71.59\|66.20\|161337;2026-09-11\|66.83\|-3.56\|68.05\|69.20\|65.66\|119751;2026-09-14\|66.11\|-1.08\|65.49\|67.20\|64.90\|75961;2026-09-15\|65.73\|-0.57\|66.01\|68.10\|65.51\|78574
114728		算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	企业微信支持openclaw接入；2025年3月公司与深圳X公司签署1.61亿元算力合同	2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345;2026-07-27\|182.05\|1.51\|176.68\|182.55\|169.02\|124683;2026-07-28\|160.02\|-12.10\|171.87\|179.16\|158.00\|124042;2026-07-29\|149.00\|-6.89\|159.95\|162.58\|140.81\|165010;2026-07-30\|130.13\|-12.66\|147.67\|149.00\|127.26\|163021;2026-07-31\|156.16\|20.00\|150.01\|156.16\|144.75\|67147;2026-08-03\|147.21\|-5.73\|161.70\|166.47\|145.95\|230588;2026-08-04\|176.65\|20.00\|157.16\|176.65\|157.08\|212051;2026-08-05\|198.90\|12.60\|181.75\|203.89\|181.75\|282972;2026-08-06\|199.60\|0.35\|197.84\|203.80\|193.99\|266944;2026-08-07\|204.15\|2.28\|199.02\|207.96\|195.69\|247052;2026-08-10\|198.20\|-2.91\|204.16\|206.95\|194.52\|194994;2026-08-11\|192.36\|-2.95\|200.00\|202.00\|186.78\|178951;2026-08-12\|194.85\|1.29\|202.50\|206.56\|192.00\|238929;2026-08-13\|204.32\|4.86\|209.67\|225.50\|201.00\|354424;2026-08-14\|221.86\|8.58\|205.00\|223.68\|197.00\|310741;2026-08-17\|227.48\|2.53\|215.00\|232.00\|209.01\|289006;2026-08-18\|213.51\|-6.14\|220.00\|223.23\|211.52\|187850;2026-08-19\|192.02\|-10.07\|196.00\|205.88\|191.01\|168652;2026-08-20\|190.00\|-1.05\|191.32\|195.40\|185.28\|167166;2026-08-21\|186.06\|-2.07\|185.07\|190.24\|180.42\|125255;2026-08-24\|172.86\|-7.09\|186.25\|187.00\|166.87\|176646;2026-08-25\|172.94\|0.05\|170.07\|175.45\|165.19\|111548;2026-08-26\|172.34\|-0.35\|173.00\|174.47\|167.65\|86544;2026-08-27\|181.38\|5.25\|175.00\|183.85\|170.50\|155479;2026-08-28\|176.25\|-2.83\|179.80\|182.90\|175.80\|121221;2026-08-31\|184.12\|4.47\|172.29\|185.49\|170.10\|140597;2026-09-01\|175.28\|-4.80\|184.70\|185.40\|174.80\|100717;2026-09-02\|177.03\|1.00\|172.00\|179.70\|170.00\|111107;2026-09-03\|177.10\|0.04\|177.14\|180.00\|172.22\|89864;2026-09-04\|168.90\|-4.63\|181.02\|182.99\|165.00\|110992;2026-09-07\|175.88\|4.13\|172.29\|177.75\|170.00\|104969;2026-09-08\|175.83\|-0.03\|175.90\|183.50\|174.60\|117982;2026-09-09\|172.65\|-1.81\|179.46\|180.02\|171.01\|90611;2026-09-10\|171.50\|-0.67\|172.04\|174.49\|168.88\|57018;2026-09-11\|167.41\|-2.38\|168.42\|169.49\|161.60\|89696;2026-09-14\|165.78\|-0.97\|166.12\|169.41\|162.46\|70318;2026-09-15\|165.45\|-0.20\|165.13\|170.00\|165.00\|62757
114727		涨停揭秘：欧陆通为国内数据中心电源核心供应商，浸没式液冷电源已量产交付，直接受益阿里百炼云涨价及谷歌来华采购液冷设备催化；涨停缘由：阿里百炼云等算力产品涨价；谷歌来华采购液冷设备；国产智算中心建设提速；公司3200W-5500W钛金GPU电源批量出货；资金逻辑：主力资金连续两日大幅净流入，涨停伴随大额买单堆积，机构调研密集，Q1订单可见度高；风险提示：服务器电源行业竞争加剧，客户集中度高，技术迭代快带来研发持续投入压力	公司就算力设备GPU电源项目开展合作，将全力配合客户推进至测试、小批量及批量生产	2026-05-12\|394.40\|1.52\|391.47\|399.88\|383.01\|35459;2026-05-13\|440.00\|11.56\|392.70\|443.70\|388.15\|54955;2026-05-14\|421.27\|-4.26\|448.80\|450.00\|420.63\|48475;2026-05-15\|406.46\|-3.52\|425.16\|427.70\|391.23\|52517;2026-05-18\|421.00\|3.58\|405.18\|436.50\|400.20\|44765;2026-05-19\|410.51\|-2.49\|420.00\|422.35\|402.18\|46981;2026-05-20\|416.01\|1.34\|413.00\|419.17\|401.20\|35526;2026-05-21\|391.00\|-6.01\|421.19\|429.19\|389.00\|38901;2026-05-22\|411.20\|5.17\|398.00\|412.58\|394.00\|41608;2026-05-25\|423.00\|2.87\|417.48\|431.98\|406.00\|32683;2026-05-26\|424.94\|0.46\|419.46\|429.00\|406.79\|35438;2026-05-27\|417.00\|-1.87\|429.98\|445.14\|411.20\|36061;2026-05-28\|298.39\|0.25\|298.89\|302.00\|288.80\|45440;2026-05-29\|275.00\|-7.84\|299.99\|300.48\|272.00\|70294;2026-06-01\|254.00\|-7.64\|281.31\|282.89\|252.22\|69901;2026-06-02\|271.61\|6.93\|257.00\|276.70\|251.98\|53357;2026-06-03\|271.00\|-0.22\|274.00\|282.99\|267.20\|45692;2026-06-04\|275.00\|1.48\|266.99\|280.25\|266.47\|39765;2026-06-05\|267.42\|-2.76\|275.61\|278.49\|265.35\|35154;2026-06-08\|259.00\|-3.15\|254.99\|275.80\|250.30\|45453;2026-06-09\|295.10\|13.94\|266.66\|296.58\|263.00\|67784;2026-06-10\|265.06\|-10.18\|289.73\|289.73\|261.55\|61233;2026-06-11\|258.60\|-2.44\|267.46\|271.00\|253.88\|35999;2026-06-12\|273.87\|5.90\|267.00\|285.75\|267.00\|61870;2026-06-15\|321.22\|17.29\|280.51\|324.41\|280.51\|81967;2026-06-16\|373.00\|16.12\|323.41\|376.00\|316.00\|97867;2026-06-17\|374.01\|0.27\|370.00\|379.99\|360.00\|56018;2026-06-18\|380.06\|1.62\|374.02\|387.00\|364.29\|52191;2026-06-22\|380.00\|-0.02\|387.28\|394.68\|360.00\|61576;2026-06-23\|356.50\|-6.18\|391.00\|403.00\|354.20\|75417;2026-06-24\|355.80\|-0.20\|355.56\|366.98\|348.00\|57499;2026-06-25\|350.29\|-1.55\|357.57\|365.00\|348.71\|51106;2026-06-26\|324.10\|-7.48\|356.59\|359.04\|322.00\|65210;2026-06-29\|332.80\|2.68\|328.96\|351.64\|323.21\|73651;2026-06-30\|345.69\|3.87\|333.10\|351.78\|326.00\|68327;2026-07-01\|324.71\|-6.07\|343.22\|345.50\|321.35\|53950;2026-07-02\|293.19\|-9.71\|316.00\|324.00\|290.19\|59798;2026-07-03\|295.90\|0.92\|296.51\|319.33\|295.00\|49157;2026-07-06\|294.00\|-0.64\|301.39\|318.00\|293.26\|52582;2026-07-07\|280.72\|-4.52\|298.00\|305.00\|278.38\|43032;2026-07-08\|266.10\|-5.21\|289.19\|290.12\|261.38\|48681;2026-07-09\|292.00\|9.73\|274.01\|292.68\|262.22\|67916;2026-07-10\|273.60\|-6.30\|292.51\|301.80\|273.00\|62478;2026-07-13\|251.27\|-8.16\|273.60\|276.00\|248.00\|52392;2026-07-14\|264.00\|5.07\|251.99\|265.53\|241.64\|46689;2026-07-15\|249.20\|-5.61\|270.00\|273.00\|246.45\|32150;2026-07-16\|236.00\|-5.30\|245.00\|249.01\|232.20\|40769;2026-07-17\|203.40\|-13.81\|236.00\|237.00\|199.51\|63094;2026-07-20\|185.50\|-8.80\|213.01\|214.00\|173.58\|76773;2026-07-21\|218.00\|17.52\|190.00\|218.00\|171.24\|109066;2026-07-22\|220.44\|1.12\|220.00\|239.70\|216.20\|96609;2026-07-23\|213.20\|-3.28\|225.00\|230.50\|210.06\|57807;2026-07-24\|202.97\|-4.80\|214.43\|215.90\|201.00\|45718;2026-07-27\|212.50\|4.70\|204.00\|213.33\|198.37\|55455;2026-07-28\|183.61\|-13.60\|203.00\|205.80\|181.74\|72621;2026-07-29\|187.63\|2.19\|184.21\|192.96\|174.67\|100100;2026-07-30\|167.10\|-10.94\|188.73\|190.63\|161.89\|93196;2026-07-31\|176.68\|5.73\|189.00\|197.60\|175.46\|100332;2026-08-03\|171.25\|-3.07\|178.21\|179.32\|169.00\|57968;2026-08-04\|184.68\|7.84\|172.87\|188.08\|170.00\|61010;2026-08-05\|203.76\|10.33\|178.10\|209.39\|178.10\|90930;2026-08-06\|213.40\|4.73\|199.94\|215.25\|195.01\|85725;2026-08-07\|212.71\|-0.32\|217.15\|219.00\|204.02\|109768;2026-08-10\|209.70\|-1.42\|227.70\|228.88\|203.26\|90759;2026-08-11\|205.50\|-2.00\|204.80\|214.63\|203.21\|72145;2026-08-12\|217.00\|5.60\|207.30\|222.62\|205.00\|93366;2026-08-13\|221.67\|2.15\|225.00\|241.30\|221.34\|115132;2026-08-14\|228.31\|3.00\|224.07\|231.67\|224.05\|63164;2026-08-17\|239.00\|4.68\|233.33\|241.00\|228.66\|74363;2026-08-18\|231.86\|-2.99\|238.00\|238.89\|227.02\|64916;2026-08-19\|205.10\|-11.54\|224.90\|226.56\|203.00\|93559;2026-08-20\|214.15\|4.41\|206.51\|214.58\|201.43\|68895;2026-08-21\|210.69\|-1.62\|208.00\|216.68\|204.03\|61398;2026-08-24\|203.00\|-3.65\|208.00\|209.64\|196.60\|59202;2026-08-25\|210.01\|3.45\|201.05\|214.97\|193.19\|69632;2026-08-26\|213.01\|1.43\|208.06\|222.85\|208.06\|77831;2026-08-27\|220.25\|3.40\|214.01\|222.20\|209.00\|60871;2026-08-28\|214.50\|-2.61\|219.61\|225.85\|213.00\|48693;2026-08-31\|220.00\|2.56\|212.52\|220.89\|209.07\|45710;2026-09-01\|198.00\|-10.00\|230.90\|232.20\|197.30\|105051;2026-09-02\|194.55\|-1.74\|196.87\|197.97\|191.57\|57168;2026-09-03\|213.01\|9.49\|199.30\|221.00\|195.28\|103021;2026-09-04\|204.26\|-4.11\|212.99\|216.30\|203.08\|79307;2026-09-07\|216.25\|5.87\|209.00\|218.68\|204.88\|74124;2026-09-08\|209.53\|-3.11\|216.00\|218.98\|207.07\|61434;2026-09-09\|210.01\|0.23\|215.00\|218.29\|208.35\|54000;2026-09-10\|206.14\|-1.84\|207.68\|211.00\|205.00\|35641;2026-09-11\|201.45\|-2.28\|202.99\|204.67\|192.56\|51030;2026-09-14\|198.61\|-1.41\|199.00\|202.37\|191.50\|37159;2026-09-15\|199.91\|0.65\|195.01\|206.56\|195.01\|43734
114726		涨停揭秘：2025年10月中标郑州人工智能计算中心二期2.1亿元项目，承担算力集群一体化运营；涨停缘由：中标郑州AI计算中心二期2.1亿元，系当地唯一大规模推理中心；网络安全+算力运营双属性凸显；政务AI基建进入密集交付期；资金逻辑：资金聚焦政务算力基础设施核心服务商，6月15日换手率升至8.2%，创年内新高，机构调研频次显著增加；风险提示：项目执行周期长，回款进度存在不确定性；2026年一季度净利润同比下滑，盈利质量仍待改善	公司2025年10月中标郑州人工智能计算中心二期2.1亿元，承担算力集群建设、维护、运营一体化，项目为当地唯一大规模推理中心	2026-05-12\|86.86\|-3.08\|90.33\|90.33\|86.64\|17249;2026-05-13\|86.31\|-0.63\|86.01\|88.79\|86.01\|19402;2026-05-14\|82.04\|-4.95\|86.30\|87.17\|82.00\|31352;2026-05-15\|86.26\|5.14\|82.86\|89.00\|82.48\|30426;2026-05-18\|87.76\|1.74\|86.85\|88.85\|84.82\|20268;2026-05-19\|87.30\|-0.52\|88.06\|88.50\|86.00\|13248;2026-05-20\|86.40\|-1.03\|86.57\|87.74\|85.00\|13869;2026-05-21\|81.73\|-5.41\|87.55\|87.55\|81.18\|20538;2026-05-22\|82.72\|1.21\|82.50\|82.92\|79.00\|18532;2026-05-25\|64.26\|8.75\|56.61\|66.66\|56.61\|54906;2026-05-26\|64.40\|0.22\|64.66\|65.99\|62.07\|32778;2026-05-27\|63.19\|-1.88\|64.33\|65.48\|62.15\|28313;2026-05-28\|62.05\|-1.80\|63.18\|63.18\|57.39\|43791;2026-05-29\|59.45\|-4.19\|62.59\|63.80\|58.50\|26256;2026-06-01\|59.07\|-0.64\|59.45\|60.99\|57.07\|22103;2026-06-02\|57.92\|-1.95\|58.88\|59.34\|57.05\|15117;2026-06-03\|59.79\|3.23\|57.91\|59.99\|57.68\|30324;2026-06-04\|57.32\|-4.13\|58.96\|60.37\|56.20\|22530;2026-06-05\|55.73\|-2.77\|57.32\|58.76\|55.20\|19060;2026-06-08\|51.65\|-7.32\|54.03\|55.01\|49.54\|30101;2026-06-09\|53.08\|2.77\|52.44\|54.25\|48.88\|41251;2026-06-10\|56.57\|6.58\|52.52\|57.44\|51.07\|35761;2026-06-11\|54.96\|-2.85\|57.40\|58.50\|54.71\|25982;2026-06-12\|55.15\|0.35\|56.06\|56.45\|53.44\|22908;2026-06-15\|64.70\|17.32\|56.20\|66.18\|55.02\|79421;2026-06-16\|64.08\|-0.96\|64.10\|65.90\|62.60\|40037;2026-06-17\|63.59\|-0.76\|63.63\|65.00\|62.60\|31092;2026-06-18\|65.88\|3.60\|63.13\|68.88\|62.81\|43299;2026-06-22\|69.30\|5.19\|65.88\|72.50\|65.01\|56209;2026-06-23\|68.59\|-1.02\|67.55\|69.98\|66.81\|37366;2026-06-24\|64.31\|-6.24\|67.91\|69.16\|63.33\|43376;2026-06-25\|57.28\|-10.93\|64.35\|64.35\|56.02\|77468;2026-06-26\|63.91\|11.57\|57.43\|65.30\|53.60\|78901;2026-06-29\|64.38\|0.74\|63.80\|65.56\|58.80\|69593;2026-06-30\|68.75\|6.79\|66.34\|71.00\|64.80\|67229;2026-07-01\|72.43\|5.35\|69.01\|74.48\|68.02\|49858;2026-07-02\|71.98\|-0.62\|72.80\|74.76\|71.01\|57935;2026-07-03\|73.80\|2.53\|72.10\|75.55\|70.61\|42831;2026-07-06\|75.48\|2.28\|74.74\|76.78\|68.84\|76335;2026-07-07\|71.49\|-5.29\|75.49\|78.59\|71.02\|44445;2026-07-08\|62.90\|-12.02\|71.49\|71.54\|57.19\|104491;2026-07-09\|59.86\|-4.83\|60.89\|63.37\|58.00\|58241;2026-07-10\|59.50\|-0.60\|59.80\|62.05\|58.50\|40540;2026-07-13\|52.69\|-11.45\|58.49\|59.39\|52.51\|47846;2026-07-14\|55.52\|5.37\|52.97\|57.29\|51.87\|41311;2026-07-15\|54.81\|-1.28\|54.80\|57.28\|54.20\|25004;2026-07-16\|51.84\|-5.42\|54.87\|54.90\|51.26\|30799;2026-07-17\|44.05\|-15.03\|52.00\|52.00\|42.99\|62802;2026-07-20\|39.80\|-9.65\|47.00\|47.00\|38.05\|65802;2026-07-21\|41.02\|3.07\|40.29\|41.54\|35.20\|70993;2026-07-22\|38.87\|-5.24\|41.00\|41.57\|38.55\|49318;2026-07-23\|38.40\|-1.21\|39.00\|39.98\|37.60\|54053;2026-07-24\|36.52\|-4.90\|37.65\|38.18\|36.01\|29122;2026-07-27\|37.49\|2.66\|36.37\|37.92\|35.56\|34691;2026-07-28\|35.75\|-4.64\|38.25\|38.55\|35.47\|43403;2026-07-29\|34.30\|-4.06\|35.59\|36.29\|33.00\|45127;2026-07-30\|31.40\|-8.45\|34.20\|34.75\|31.27\|44831;2026-07-31\|31.41\|0.03\|32.20\|33.83\|31.36\|97883;2026-08-03\|31.00\|-1.31\|31.00\|31.80\|30.40\|64910;2026-08-04\|33.11\|6.81\|31.10\|33.35\|31.10\|52776;2026-08-05\|35.47\|7.13\|32.80\|35.73\|32.50\|61443;2026-08-06\|36.61\|3.21\|35.00\|37.30\|34.78\|49307;2026-08-07\|37.06\|1.23\|36.63\|37.28\|34.87\|46918;2026-08-10\|36.56\|-1.35\|37.50\|37.77\|35.86\|36716;2026-08-11\|36.70\|0.38\|36.22\|37.56\|35.16\|36584;2026-08-12\|38.08\|3.76\|37.17\|38.40\|36.00\|30654;2026-08-13\|36.78\|-3.41\|38.41\|38.79\|36.70\|26584;2026-08-14\|37.86\|2.94\|36.78\|38.00\|36.70\|24717;2026-08-17\|40.09\|5.89\|37.85\|40.24\|37.50\|45363;2026-08-18\|39.46\|-1.57\|39.75\|40.20\|38.14\|39143;2026-08-19\|35.81\|-9.25\|37.50\|38.97\|35.59\|50401;2026-08-20\|35.76\|-0.14\|35.36\|36.59\|35.20\|30367;2026-08-21\|35.63\|-0.36\|35.32\|35.85\|34.33\|28170;2026-08-24\|34.77\|-2.41\|34.99\|36.00\|33.86\|27164;2026-08-25\|35.36\|1.70\|34.06\|35.59\|33.52\|27946;2026-08-26\|33.37\|-5.63\|36.00\|36.03\|33.10\|46937;2026-08-27\|35.13\|5.27\|33.51\|35.40\|33.03\|47425;2026-08-28\|35.02\|-0.31\|35.44\|36.86\|34.90\|47762;2026-08-31\|36.70\|4.80\|34.49\|36.92\|34.10\|44850;2026-09-01\|36.34\|-0.98\|36.95\|37.17\|35.60\|35812;2026-09-02\|35.70\|-1.76\|36.13\|36.17\|35.30\|21217;2026-09-03\|37.16\|4.09\|36.01\|38.50\|36.01\|45146;2026-09-04\|37.55\|1.05\|37.80\|39.49\|37.16\|60074;2026-09-07\|36.18\|-3.65\|37.37\|37.90\|35.03\|61489;2026-09-08\|36.24\|0.17\|36.16\|36.84\|35.53\|34930;2026-09-09\|36.30\|0.17\|36.12\|37.98\|35.92\|43701;2026-09-10\|36.26\|-0.11\|36.49\|38.58\|35.40\|63558;2026-09-11\|35.38\|-2.43\|35.85\|37.98\|34.91\|76948;2026-09-14\|37.35\|5.57\|35.30\|40.41\|35.30\|112807;2026-09-15\|38.18\|2.22\|37.63\|39.51\|35.83\|91113
114725		液冷智算+GPU芯片合作+算力租赁行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月2日互动易，公司已与沐曦、壁仞、燧原、清微等国内头部GPU芯片厂商建立深度战略合作关系，并已为沐曦股份长沙生态创新中心项目提供全栈液冷数据中心解决方案。 2、据2026年4月27日年报，公司持续推动冷板式液冷技术及相关产品落地，推出的WiseMDC系列液冷POD产品单柜功率密度可达40-120kW，PUE低至1.15，为高密智算GPU服务器量身打造基础设施微环境。 3、据2024年12月3日及2025年8月30日互动易，公司依托十大自建数据中心，已推出AI裸金属租赁、GPU算力池、云上弹性算力等算力租赁产品，并为上海教育智算服务平台、国家级超算中心等提供算力服务。	公司已与腾讯云在数据中心领域建立了深入密切的合作关系,建设及运营了张家口、广州、清远地区的四大定制化数据中心	2026-05-12\|67.89\|-1.95\|69.00\|69.15\|66.81\|318400;2026-05-13\|71.24\|4.93\|67.64\|71.60\|66.93\|553913;2026-05-14\|65.80\|-7.64\|72.51\|72.72\|65.80\|653386;2026-05-15\|67.82\|3.07\|66.83\|68.68\|65.90\|474354;2026-05-18\|67.68\|-0.21\|67.00\|69.30\|66.90\|305759;2026-05-19\|67.72\|0.06\|66.51\|68.20\|65.15\|320877;2026-05-20\|66.90\|-1.21\|67.39\|67.94\|65.70\|233903;2026-05-21\|62.22\|-7.00\|67.37\|67.37\|62.00\|409597;2026-05-22\|64.09\|3.01\|63.10\|64.34\|62.50\|211506;2026-05-25\|63.82\|-0.42\|64.50\|64.99\|63.01\|212645;2026-05-26\|61.26\|-4.01\|63.40\|63.40\|60.39\|277205;2026-05-27\|60.23\|-1.68\|61.28\|62.97\|59.70\|239793;2026-05-28\|60.50\|0.45\|60.10\|60.78\|58.51\|207358;2026-05-29\|39.06\|-5.61\|41.50\|41.85\|38.69\|287754;2026-06-01\|38.15\|-2.33\|39.07\|39.32\|38.10\|242691;2026-06-02\|40.86\|7.10\|38.67\|41.96\|37.13\|483236;2026-06-03\|40.45\|-1.00\|40.77\|41.41\|39.91\|341590;2026-06-04\|39.91\|-1.33\|39.97\|40.75\|39.70\|223178;2026-06-05\|38.51\|-3.51\|39.70\|39.81\|38.33\|272815;2026-06-08\|36.01\|-6.49\|37.00\|37.93\|35.92\|273083;2026-06-09\|37.80\|4.97\|36.66\|37.86\|35.93\|281267;2026-06-10\|36.97\|-2.20\|37.69\|38.30\|36.50\|233964;2026-06-11\|35.37\|-4.33\|36.61\|36.80\|35.12\|267314;2026-06-12\|35.66\|0.82\|36.14\|37.05\|35.66\|277748;2026-06-15\|39.23\|10.01\|36.50\|39.23\|36.50\|421378;2026-06-16\|39.03\|-0.51\|39.24\|39.48\|38.77\|282413;2026-06-17\|38.93\|-0.26\|38.96\|39.80\|38.43\|227649;2026-06-18\|39.38\|1.16\|39.09\|39.86\|38.87\|343022;2026-06-22\|40.07\|1.75\|39.45\|40.38\|38.80\|352628;2026-06-23\|38.41\|-4.14\|40.99\|41.20\|38.20\|327220;2026-06-24\|38.42\|0.03\|38.00\|38.92\|36.96\|271603;2026-06-25\|42.25\|9.97\|38.20\|42.26\|37.90\|639952;2026-06-26\|43.62\|3.24\|43.43\|44.87\|43.00\|977129;2026-06-29\|42.27\|-3.09\|43.02\|44.49\|41.85\|645934;2026-06-30\|42.45\|0.43\|41.88\|43.65\|41.51\|516502;2026-07-01\|40.14\|-5.44\|42.50\|43.40\|39.50\|675824;2026-07-02\|37.81\|-5.80\|39.21\|40.00\|37.69\|406272;2026-07-03\|37.95\|0.37\|37.99\|39.19\|37.55\|320332;2026-07-06\|37.94\|-0.03\|37.95\|39.08\|37.62\|259909;2026-07-07\|35.99\|-5.14\|38.05\|38.26\|35.80\|307796;2026-07-08\|36.30\|0.86\|36.04\|36.88\|35.05\|248389;2026-07-09\|35.80\|-1.38\|36.48\|36.75\|33.52\|319416;2026-07-10\|36.10\|0.84\|35.60\|37.89\|35.50\|340685;2026-07-13\|33.57\|-7.01\|35.74\|36.19\|33.57\|262719;2026-07-14\|33.82\|0.74\|33.95\|34.35\|32.04\|250591;2026-07-15\|32.57\|-3.70\|33.55\|34.05\|32.42\|196252;2026-07-16\|31.87\|-2.15\|32.50\|33.21\|31.39\|193930;2026-07-17\|29.75\|-6.65\|31.98\|32.16\|29.60\|250278;2026-07-20\|29.35\|-1.34\|30.32\|30.70\|28.50\|259757;2026-07-21\|30.62\|4.33\|29.54\|30.68\|28.35\|284116;2026-07-22\|30.66\|0.13\|30.90\|31.65\|30.36\|278069;2026-07-23\|30.73\|0.23\|30.50\|31.16\|30.19\|169909;2026-07-24\|29.58\|-3.74\|30.15\|30.32\|29.51\|200246;2026-07-27\|30.30\|2.43\|29.47\|30.30\|29.20\|195657;2026-07-28\|28.70\|-5.28\|29.80\|30.00\|28.58\|217305;2026-07-29\|28.80\|0.35\|28.70\|28.89\|27.43\|242794;2026-07-30\|27.71\|-3.78\|28.47\|28.80\|27.48\|180068;2026-07-31\|28.70\|3.57\|28.69\|29.64\|28.69\|269454;2026-08-03\|29.44\|2.58\|28.91\|29.91\|28.80\|193859;2026-08-04\|30.99\|5.26\|29.72\|31.10\|29.68\|262961;2026-08-05\|31.60\|1.97\|30.58\|31.80\|30.55\|323065;2026-08-06\|30.99\|-1.93\|31.21\|31.45\|30.66\|232730;2026-08-07\|31.25\|0.84\|30.99\|31.41\|30.46\|209960;2026-08-10\|31.28\|0.10\|31.67\|32.12\|30.56\|197992;2026-08-11\|31.29\|0.03\|32.00\|32.10\|30.76\|298586;2026-08-12\|32.47\|3.77\|31.57\|32.95\|31.11\|366865;2026-08-13\|32.14\|-1.02\|33.69\|34.33\|32.10\|429948;2026-08-14\|32.70\|1.74\|32.33\|32.86\|31.97\|287792;2026-08-17\|33.08\|1.16\|32.68\|33.15\|32.02\|264191;2026-08-18\|32.20\|-2.66\|32.90\|32.95\|31.86\|220482;2026-08-19\|30.20\|-6.21\|31.47\|31.53\|30.10\|229136;2026-08-20\|29.92\|-0.93\|30.66\|30.78\|29.75\|161951;2026-08-21\|30.30\|1.27\|29.69\|30.60\|29.51\|121307;2026-08-24\|29.72\|-1.91\|30.57\|30.57\|29.23\|121691;2026-08-25\|30.33\|2.05\|29.37\|30.65\|29.23\|139563;2026-08-26\|30.25\|-0.26\|30.38\|30.58\|29.83\|104748;2026-08-27\|30.83\|1.92\|30.28\|30.89\|30.12\|149150;2026-08-28\|30.62\|-0.68\|31.23\|31.78\|30.61\|188681;2026-08-31\|30.82\|0.65\|30.01\|30.87\|29.88\|190581;2026-09-01\|30.10\|-2.34\|30.83\|31.11\|30.00\|139119;2026-09-02\|29.97\|-0.43\|29.71\|30.22\|29.33\|115340;2026-09-03\|30.53\|1.87\|30.31\|30.67\|29.65\|163751;2026-09-04\|30.06\|-1.54\|31.07\|31.21\|29.90\|212388;2026-09-07\|30.91\|2.83\|30.66\|30.95\|30.31\|186571;2026-09-08\|30.18\|-2.36\|30.91\|30.92\|30.00\|170140;2026-09-09\|30.06\|-0.40\|30.11\|30.44\|29.80\|124455;2026-09-10\|29.43\|-2.10\|29.70\|29.75\|29.35\|108386;2026-09-11\|28.97\|-1.56\|29.30\|29.33\|28.19\|158587;2026-09-14\|29.16\|0.66\|29.00\|29.40\|28.70\|95042;2026-09-15\|28.78\|-1.30\|29.10\|29.25\|28.75\|83882
114724		柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991;2026-09-11\|54.88\|-2.80\|56.48\|56.48\|52.95\|69889;2026-09-14\|55.10\|0.40\|54.75\|55.24\|52.94\|34618;2026-09-15\|54.82\|-0.51\|54.13\|56.68\|54.13\|39500
114723		算力租赁+智能矿山+矿用防爆电器行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年半年度报告，公司已投建运营千卡级高性能智算集群、数万核高性能计算集群以及多个小型定制集群，算力服务业务继续快速发展。 2、据2024年年度报告，公司与浙江云谷云计算有限公司共同设立浙江电光云科技有限公司，切入算力服务赛道，2024年6月签订为无问芯穹提供GPU算力服务合同，总金额5.535亿元。 3、据2025年半年报，公司是国内矿用防爆电器产品种类较为齐全的企业之一。公司产品门类齐全，主要涉及矿用自动化系统类、防爆开关、控制及保护产品等，形成较为完善的产品线，能满足主流市场对矿用防爆电器的需求，本公司产品线全面完整，基本覆盖煤矿企业对矿用防爆电器的需求。	公司目前算力达到千卡集群	2026-05-12\|32.32\|-7.79\|34.85\|35.15\|32.18\|324804;2026-05-13\|34.80\|7.67\|32.31\|35.51\|32.00\|308324;2026-05-14\|33.01\|-5.14\|35.05\|35.40\|33.01\|210995;2026-05-15\|32.36\|-1.97\|32.68\|34.12\|31.84\|201622;2026-05-18\|32.55\|0.59\|32.88\|33.45\|32.37\|114702;2026-05-19\|32.58\|0.09\|32.45\|33.29\|32.05\|127205;2026-05-20\|32.65\|0.21\|32.26\|32.69\|31.56\|120033;2026-05-21\|30.57\|-6.37\|32.84\|33.00\|30.29\|180390;2026-05-22\|30.41\|-0.52\|30.58\|31.29\|30.06\|156893;2026-05-25\|31.29\|2.89\|30.74\|31.65\|30.59\|117299;2026-05-26\|31.05\|-0.77\|31.00\|31.38\|30.00\|110254;2026-05-27\|29.73\|-4.25\|31.05\|31.56\|28.99\|148309;2026-05-28\|32.02\|7.70\|29.91\|32.22\|29.50\|190316;2026-05-29\|30.13\|-5.90\|32.50\|32.69\|28.82\|243339;2026-06-01\|29.59\|-1.79\|29.95\|30.59\|29.42\|97226;2026-06-02\|29.40\|-0.64\|29.55\|29.72\|28.28\|95828;2026-06-03\|30.44\|3.54\|29.41\|31.18\|29.41\|132918;2026-06-04\|29.91\|-1.74\|30.02\|30.42\|29.35\|94689;2026-06-05\|29.21\|-2.34\|29.74\|30.24\|28.85\|97100;2026-06-08\|27.79\|-4.86\|28.00\|29.52\|27.16\|134563;2026-06-09\|28.52\|2.63\|28.13\|28.65\|27.62\|103087;2026-06-10\|28.31\|-0.74\|28.24\|28.75\|27.77\|86472;2026-06-11\|28.49\|0.64\|28.19\|28.55\|26.97\|95293;2026-06-12\|27.97\|-1.83\|29.06\|31.00\|27.96\|129160;2026-06-15\|30.77\|10.01\|28.40\|30.77\|28.02\|154561;2026-06-16\|30.81\|0.46\|31.20\|31.60\|30.20\|143229;2026-06-17\|29.57\|-4.02\|30.81\|30.90\|29.12\|129399;2026-06-18\|30.05\|1.62\|29.57\|30.45\|28.90\|101489;2026-06-22\|32.68\|8.75\|31.00\|33.06\|30.71\|293446;2026-06-23\|31.90\|-2.39\|33.26\|33.60\|31.44\|181986;2026-06-24\|30.43\|-4.61\|31.42\|31.80\|29.58\|191399;2026-06-25\|30.16\|-0.89\|30.33\|30.43\|28.92\|135204;2026-06-26\|28.74\|-4.71\|29.92\|29.92\|28.70\|99345;2026-06-29\|29.26\|1.81\|28.74\|29.30\|27.10\|121964;2026-06-30\|29.91\|2.22\|29.19\|30.33\|28.89\|106282;2026-07-01\|28.85\|-3.54\|29.81\|30.14\|28.81\|100300;2026-07-02\|28.62\|-0.80\|28.66\|29.79\|28.25\|88243;2026-07-03\|27.76\|-3.00\|28.25\|28.88\|27.76\|67901;2026-07-06\|27.65\|-0.40\|28.18\|29.15\|27.50\|96208;2026-07-07\|26.62\|-3.73\|27.70\|27.76\|26.01\|101750;2026-07-08\|26.35\|-1.01\|26.62\|27.07\|25.91\|99439;2026-07-09\|26.15\|-0.76\|26.37\|26.61\|25.12\|101136;2026-07-10\|28.10\|7.46\|26.42\|28.77\|26.20\|216816;2026-07-13\|27.90\|-0.71\|28.75\|29.15\|27.50\|151157;2026-07-14\|29.09\|4.27\|27.66\|29.77\|27.50\|141822;2026-07-15\|27.12\|-6.77\|29.20\|29.53\|26.31\|181262;2026-07-16\|25.29\|-6.75\|26.90\|27.43\|25.03\|110183;2026-07-17\|22.76\|-10.00\|25.29\|25.29\|22.76\|145979;2026-07-20\|20.78\|-8.70\|23.49\|24.06\|20.48\|218351;2026-07-21\|21.06\|1.35\|20.97\|21.44\|18.70\|219880;2026-07-22\|21.16\|0.47\|20.83\|22.06\|20.44\|149125;2026-07-23\|22.10\|4.44\|21.16\|22.50\|20.80\|137450;2026-07-24\|21.19\|-4.12\|21.81\|22.17\|21.15\|77609;2026-07-27\|21.82\|2.97\|21.00\|21.92\|20.66\|93264;2026-07-28\|21.66\|-0.73\|21.68\|22.40\|21.00\|95064;2026-07-29\|21.10\|-2.59\|21.66\|21.89\|20.38\|117296;2026-07-30\|19.39\|-8.10\|20.85\|21.18\|19.30\|102435;2026-07-31\|19.86\|2.42\|20.20\|20.80\|19.85\|113241;2026-08-03\|20.50\|3.22\|19.90\|20.67\|19.76\|103182;2026-08-04\|21.19\|3.37\|20.66\|21.38\|20.36\|85391;2026-08-05\|21.76\|2.69\|21.21\|22.38\|21.09\|94841;2026-08-06\|21.60\|-0.74\|21.76\|22.18\|21.30\|82459;2026-08-07\|22.06\|2.13\|21.69\|22.16\|20.93\|112563;2026-08-10\|22.51\|2.04\|22.06\|22.61\|21.05\|119176;2026-08-11\|22.40\|-0.49\|22.57\|22.77\|21.89\|106706;2026-08-12\|23.64\|5.54\|22.40\|24.20\|22.34\|145519;2026-08-13\|23.81\|0.72\|24.00\|24.62\|23.80\|116389;2026-08-14\|23.79\|-0.08\|23.75\|24.14\|23.39\|69929;2026-08-17\|22.93\|-3.62\|23.93\|24.00\|22.57\|120975;2026-08-18\|22.46\|-2.05\|22.81\|22.99\|22.32\|82478;2026-08-19\|21.19\|-5.65\|22.00\|22.52\|21.08\|77863;2026-08-20\|21.04\|-0.71\|21.24\|21.53\|20.70\|74675;2026-08-21\|21.25\|1.00\|21.11\|21.74\|20.67\|59389;2026-08-24\|20.87\|-1.79\|21.58\|21.58\|20.38\|50918;2026-08-25\|21.38\|2.44\|20.57\|21.62\|20.38\|62760;2026-08-26\|22.64\|5.89\|21.30\|23.31\|21.19\|148924;2026-08-27\|23.88\|5.48\|22.90\|24.29\|22.66\|215470;2026-08-28\|23.96\|0.34\|23.79\|24.34\|23.37\|110232;2026-08-31\|23.92\|-0.17\|23.50\|24.09\|23.27\|67713;2026-09-01\|23.56\|-1.50\|23.89\|24.18\|23.13\|94794;2026-09-02\|23.26\|-1.27\|23.39\|23.60\|23.11\|51629;2026-09-03\|23.06\|-0.86\|23.40\|23.44\|22.55\|69679;2026-09-04\|22.83\|-1.00\|23.33\|23.54\|22.64\|68122;2026-09-07\|24.29\|6.40\|22.98\|24.76\|22.98\|141684;2026-09-08\|23.62\|-2.76\|24.26\|24.61\|23.53\|103106;2026-09-09\|23.75\|0.55\|23.66\|24.13\|23.66\|60686;2026-09-10\|23.41\|-1.43\|23.59\|23.74\|23.17\|45000;2026-09-11\|22.78\|-2.69\|23.14\|23.28\|22.20\|76969;2026-09-14\|21.88\|-3.95\|22.75\|22.76\|21.80\|68077;2026-09-15\|21.64\|-1.10\|21.89\|22.33\|21.60\|54278
114722		AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务	2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|129.28\|4.75\|121.31\|129.88\|118.20\|50824;2026-07-10\|125.07\|-3.26\|131.20\|133.34\|125.00\|44370;2026-07-13\|114.08\|-8.79\|123.29\|126.19\|112.66\|53984;2026-07-14\|118.80\|4.14\|116.08\|119.78\|111.50\|42909;2026-07-15\|114.99\|-3.21\|118.92\|124.00\|114.00\|43784;2026-07-16\|106.90\|-7.04\|116.70\|116.74\|106.39\|40935;2026-07-17\|102.68\|-3.95\|106.41\|114.28\|102.16\|63598;2026-07-20\|100.50\|-2.12\|108.20\|110.66\|92.41\|80095;2026-07-21\|106.98\|6.45\|102.00\|107.24\|93.20\|74793;2026-07-22\|103.74\|-3.03\|106.28\|109.69\|102.50\|44666;2026-07-23\|103.54\|-0.19\|103.76\|110.80\|102.01\|54817;2026-07-24\|99.00\|-4.38\|102.00\|103.14\|98.38\|29995;2026-07-27\|100.30\|1.31\|99.00\|100.51\|95.54\|36144;2026-07-28\|90.27\|-10.00\|97.97\|100.18\|90.27\|40322;2026-07-29\|86.60\|-4.07\|89.42\|90.99\|81.24\|81144;2026-07-30\|77.95\|-9.99\|86.60\|87.00\|77.94\|67049;2026-07-31\|85.75\|10.01\|85.00\|85.75\|84.89\|18757;2026-08-03\|81.90\|-4.49\|86.00\|88.02\|80.81\|65277;2026-08-04\|87.90\|7.33\|83.00\|88.13\|81.89\|58118;2026-08-05\|91.80\|4.44\|87.00\|92.58\|86.20\|44152;2026-08-06\|94.99\|3.47\|91.00\|97.80\|89.11\|49504;2026-08-07\|104.49\|10.00\|94.96\|104.49\|94.23\|49311;2026-08-10\|103.10\|-1.33\|105.00\|107.68\|99.70\|53978;2026-08-11\|99.35\|-3.64\|103.11\|103.11\|99.06\|32994;2026-08-12\|109.29\|10.01\|101.00\|109.29\|99.50\|36973;2026-08-13\|106.85\|-2.23\|110.00\|114.98\|106.00\|55242;2026-08-14\|111.09\|3.97\|107.92\|111.33\|106.20\|40495;2026-08-17\|113.49\|2.16\|110.86\|113.61\|110.24\|35625;2026-08-18\|116.74\|2.86\|113.30\|116.74\|110.39\|37439;2026-08-19\|105.07\|-10.00\|114.53\|117.49\|105.07\|46052;2026-08-20\|107.21\|2.04\|107.46\|112.30\|104.05\|42821;2026-08-21\|107.94\|0.68\|106.80\|112.92\|104.51\|37185;2026-08-24\|106.80\|-1.06\|109.06\|109.79\|104.23\|39701;2026-08-25\|106.95\|0.14\|105.03\|108.00\|102.70\|30320;2026-08-26\|104.40\|-2.38\|107.47\|107.69\|103.50\|24863;2026-08-27\|107.50\|2.97\|104.76\|107.99\|103.02\|28506;2026-08-28\|105.26\|-2.08\|108.48\|110.40\|105.11\|25379;2026-08-31\|108.00\|2.60\|103.00\|108.49\|101.50\|25388;2026-09-01\|104.00\|-3.70\|107.99\|107.99\|103.30\|26500;2026-09-02\|104.80\|0.77\|102.77\|107.40\|101.68\|28027;2026-09-03\|106.55\|1.67\|106.90\|107.70\|103.50\|23511;2026-09-04\|102.75\|-3.57\|107.81\|111.88\|101.89\|37965;2026-09-07\|103.51\|0.74\|104.00\|106.35\|103.06\|26542;2026-09-08\|98.64\|-4.70\|102.47\|103.48\|97.79\|40263;2026-09-09\|100.13\|1.51\|99.20\|102.70\|98.79\|28528;2026-09-10\|98.52\|-1.61\|99.80\|100.10\|98.00\|19669;2026-09-11\|97.68\|-0.85\|97.00\|97.83\|93.10\|31468;2026-09-14\|97.39\|-0.30\|96.26\|98.48\|94.55\|15708;2026-09-15\|96.19\|-1.23\|97.27\|98.58\|96.09\|16561
114721		数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809;2026-07-27\|43.43\|0.42\|41.66\|43.44\|39.48\|617017;2026-07-28\|39.09\|-9.99\|40.67\|41.41\|39.09\|296482;2026-07-29\|37.18\|-4.89\|36.96\|37.80\|35.18\|816270;2026-07-30\|33.46\|-10.01\|36.52\|37.00\|33.46\|466316;2026-07-31\|35.30\|5.50\|36.00\|36.81\|34.60\|763998;2026-08-03\|32.62\|-7.59\|35.34\|35.44\|32.33\|478414;2026-08-04\|35.88\|9.99\|34.30\|35.88\|32.63\|369161;2026-08-05\|39.47\|10.01\|35.88\|39.47\|35.50\|580338;2026-08-06\|40.31\|2.13\|38.74\|40.99\|38.30\|540177;2026-08-07\|42.28\|4.89\|40.48\|43.30\|39.15\|616274;2026-08-10\|42.48\|0.47\|43.93\|44.40\|40.71\|408828;2026-08-11\|41.55\|-2.19\|42.00\|43.04\|41.11\|333170;2026-08-12\|42.22\|1.61\|41.87\|43.09\|41.40\|326632;2026-08-13\|40.89\|-3.15\|42.64\|43.98\|40.87\|391523;2026-08-14\|40.99\|0.24\|41.40\|41.92\|40.26\|340531;2026-08-17\|45.09\|10.00\|40.99\|45.09\|40.98\|428071;2026-08-18\|43.67\|-3.15\|45.54\|45.99\|42.65\|476475;2026-08-19\|39.36\|-9.87\|41.92\|42.44\|39.30\|455993;2026-08-20\|39.25\|-0.28\|39.74\|41.13\|38.60\|426727;2026-08-21\|41.01\|4.48\|40.04\|42.30\|39.36\|395755;2026-08-24\|41.40\|0.95\|43.10\|43.50\|39.71\|521167;2026-08-25\|42.60\|2.90\|39.91\|43.92\|39.18\|608422;2026-08-26\|40.25\|-5.52\|43.39\|43.59\|39.43\|498486;2026-08-27\|42.94\|6.68\|40.58\|43.00\|40.03\|540990;2026-08-28\|40.10\|-6.61\|42.88\|43.21\|40.01\|459896;2026-08-31\|41.76\|4.14\|39.13\|41.94\|38.82\|462450;2026-09-01\|38.79\|-7.11\|41.90\|42.00\|38.28\|507397;2026-09-02\|37.71\|-2.78\|38.14\|39.11\|37.40\|423433;2026-09-03\|39.02\|3.47\|38.30\|39.89\|37.70\|418299;2026-09-04\|36.20\|-7.23\|39.01\|39.45\|35.90\|456115;2026-09-07\|37.88\|4.64\|36.50\|38.49\|35.71\|406578;2026-09-08\|36.81\|-2.82\|37.88\|38.28\|36.00\|348228;2026-09-09\|37.94\|3.07\|37.50\|39.09\|36.85\|406882;2026-09-10\|37.75\|-0.50\|37.67\|38.20\|36.80\|246919;2026-09-11\|37.05\|-1.85\|37.38\|37.46\|35.39\|276837;2026-09-14\|36.41\|-1.73\|36.60\|36.84\|35.49\|249123;2026-09-15\|36.33\|-0.22\|36.23\|37.45\|36.10\|229715
114720		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。	公司直接运营的AI算力云规模已达38000P	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;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801;2026-09-09\|109.26\|0.25\|112.50\|113.88\|107.82\|227251;2026-09-10\|106.38\|-2.64\|106.00\|107.70\|104.75\|206070;2026-09-11\|105.28\|-1.03\|103.19\|106.40\|101.69\|208604;2026-09-14\|106.76\|1.41\|103.50\|109.37\|103.50\|222968;2026-09-15\|108.20\|1.35\|106.78\|109.90\|105.66\|228500
114719		智慧终端基地+智能燃气表+锂电池行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月11日机构调研，公司“新一代智慧能源终端智能制造基地建设项目”总投资约4亿元，建成后预计新增年产650万套智慧终端产品，目前项目正推进土地竞拍等前期手续；据2026年6月13日公告，公司已为该募投项目开立新的募集资金专户。 2、据2026年5月26日公告，公司是国内智能燃气计量领域头部企业之一，率先获得超声波燃气表NIMCS计量评价认证，正加速海外市场布局，推动智能燃气表、水表及智慧计量解决方案出海。 3、据2025年年报及历史公告，公司持有江西赛酷新材料有限公司20.10%股权，该公司从事锂电池回收及碳酸锂生产。	公司贵安智算中心项目一期建成后，可为市场提供国产 370P 全功能智算服务能力	2026-05-12\|18.43\|-0.22\|18.48\|19.22\|18.35\|117446;2026-05-13\|17.98\|-2.44\|18.41\|18.48\|17.92\|76926;2026-05-14\|18.60\|3.45\|18.08\|19.78\|17.09\|231716;2026-05-15\|17.87\|-3.92\|18.60\|19.06\|17.69\|159562;2026-05-18\|18.03\|0.90\|17.73\|18.15\|17.41\|100950;2026-05-19\|17.67\|-2.00\|17.91\|18.15\|17.49\|65858;2026-05-20\|18.58\|5.15\|17.60\|18.80\|17.49\|139350;2026-05-21\|17.46\|-6.03\|18.71\|18.79\|17.43\|118172;2026-05-22\|17.69\|1.32\|17.78\|17.99\|17.35\|82396;2026-05-25\|17.85\|0.90\|17.75\|18.33\|17.48\|81551;2026-05-26\|17.22\|-3.53\|17.66\|17.70\|16.95\|88011;2026-05-27\|16.90\|-1.86\|17.22\|17.36\|16.76\|79972;2026-05-28\|17.13\|1.36\|16.76\|17.19\|16.67\|47830;2026-05-29\|16.41\|-4.20\|17.11\|17.82\|16.40\|79310;2026-06-01\|16.88\|2.86\|16.29\|17.13\|16.16\|87480;2026-06-02\|16.15\|-4.32\|16.79\|16.97\|15.82\|73554;2026-06-03\|15.88\|-1.67\|16.15\|16.30\|15.70\|50914;2026-06-04\|16.09\|1.32\|15.88\|16.26\|15.50\|54331;2026-06-05\|16.67\|3.60\|16.24\|17.06\|15.73\|107132;2026-06-08\|16.25\|-2.52\|16.42\|17.15\|16.11\|75177;2026-06-09\|16.18\|-0.43\|16.43\|16.54\|15.88\|54565;2026-06-10\|15.68\|-3.09\|16.05\|16.29\|15.53\|51239;2026-06-11\|15.78\|0.64\|15.68\|16.10\|15.41\|43059;2026-06-12\|16.32\|3.42\|15.87\|16.59\|15.87\|71367;2026-06-15\|17.95\|9.99\|16.38\|17.95\|16.38\|202567;2026-06-16\|18.23\|1.56\|18.45\|18.60\|17.37\|231337;2026-06-17\|17.74\|-2.69\|17.91\|18.69\|17.46\|134607;2026-06-18\|17.90\|0.90\|17.74\|18.11\|17.34\|87369;2026-06-22\|17.44\|-2.57\|17.80\|17.90\|17.11\|93368;2026-06-23\|17.07\|-2.12\|17.27\|17.63\|16.97\|75836;2026-06-24\|16.64\|-2.52\|16.93\|17.11\|16.41\|73078;2026-06-25\|16.03\|-3.67\|16.68\|16.81\|15.95\|63782;2026-06-26\|15.81\|-1.37\|15.95\|16.50\|15.60\|70710;2026-06-29\|15.38\|-2.72\|15.73\|16.21\|14.93\|77996;2026-06-30\|16.92\|10.01\|15.39\|16.92\|15.15\|86176;2026-07-01\|16.90\|-0.12\|16.98\|17.33\|16.79\|106122;2026-07-02\|16.59\|-1.83\|16.92\|17.54\|16.51\|65578;2026-07-03\|16.38\|-1.27\|16.92\|16.96\|16.24\|57342;2026-07-06\|15.86\|-3.17\|16.27\|16.50\|15.62\|54882;2026-07-07\|15.54\|-2.02\|15.94\|16.26\|15.46\|67022;2026-07-08\|15.38\|-1.03\|15.59\|15.88\|15.32\|54895;2026-07-09\|15.24\|-0.91\|15.40\|15.47\|14.66\|80315;2026-07-10\|14.96\|-1.84\|15.14\|15.68\|14.88\|90115;2026-07-13\|15.68\|4.81\|14.82\|15.82\|14.67\|111167;2026-07-14\|15.00\|-4.09\|16.14\|16.14\|14.69\|119789;2026-07-15\|14.74\|-1.73\|14.95\|15.33\|14.63\|64228;2026-07-16\|14.25\|-3.32\|14.53\|14.88\|14.12\|54422;2026-07-17\|13.50\|-5.26\|14.37\|14.41\|13.35\|70323;2026-07-20\|13.00\|-3.70\|13.70\|14.13\|12.43\|89825;2026-07-21\|13.33\|2.54\|13.00\|13.33\|12.01\|86124;2026-07-22\|13.15\|-1.35\|13.10\|13.55\|12.93\|53394;2026-07-23\|13.62\|3.57\|13.15\|13.62\|13.10\|34406;2026-07-24\|13.25\|-2.72\|13.45\|13.61\|13.05\|39548;2026-07-27\|13.66\|3.09\|13.40\|13.68\|13.08\|30326;2026-07-28\|13.60\|-0.44\|13.50\|13.90\|13.42\|26380;2026-07-29\|14.00\|2.94\|13.60\|14.14\|13.50\|41543;2026-07-30\|13.27\|-5.21\|13.89\|14.02\|13.08\|52586;2026-07-31\|13.60\|2.49\|13.65\|13.85\|13.49\|45134;2026-08-03\|13.73\|0.96\|13.64\|13.86\|13.53\|28579;2026-08-04\|14.33\|4.37\|13.80\|14.55\|13.66\|64203;2026-08-05\|15.45\|7.82\|14.39\|15.57\|14.30\|80752;2026-08-06\|16.09\|4.14\|15.40\|16.31\|15.20\|115858;2026-08-07\|16.85\|4.72\|15.89\|16.93\|15.79\|101216;2026-08-10\|16.50\|-2.08\|16.79\|16.84\|15.52\|91254;2026-08-11\|16.87\|2.24\|16.65\|17.11\|16.30\|52771;2026-08-12\|17.25\|2.25\|16.86\|17.47\|16.80\|69825;2026-08-13\|16.87\|-2.20\|17.39\|17.54\|16.87\|77524;2026-08-14\|16.87\|0.00\|17.07\|17.12\|16.58\|47652;2026-08-17\|18.20\|7.88\|16.93\|18.24\|16.93\|116000;2026-08-18\|18.75\|3.02\|18.19\|18.89\|17.90\|179280;2026-08-19\|17.72\|-5.49\|18.38\|18.83\|17.66\|100163;2026-08-20\|17.70\|-0.11\|18.00\|18.20\|17.54\|65358;2026-08-21\|18.35\|3.67\|17.62\|18.72\|17.30\|76419;2026-08-24\|18.53\|0.98\|18.50\|18.61\|17.91\|70333;2026-08-25\|18.84\|1.67\|18.54\|19.03\|18.21\|77000;2026-08-26\|18.41\|-2.28\|18.84\|19.04\|18.35\|63337;2026-08-27\|18.40\|-0.05\|18.43\|18.60\|18.22\|66118;2026-08-28\|18.73\|1.79\|18.40\|19.06\|18.39\|62111;2026-08-31\|18.80\|0.37\|18.73\|19.02\|18.22\|71752;2026-09-01\|18.32\|-2.55\|18.74\|18.88\|18.00\|76481;2026-09-02\|17.73\|-3.22\|18.01\|18.31\|17.72\|99313;2026-09-03\|18.92\|6.71\|17.83\|19.12\|17.36\|140095;2026-09-04\|18.49\|-2.27\|19.39\|19.73\|18.32\|124228;2026-09-07\|17.33\|-6.27\|18.41\|18.55\|17.26\|155904;2026-09-08\|17.95\|3.58\|17.33\|18.03\|17.15\|100042;2026-09-09\|18.10\|0.84\|17.98\|18.30\|17.85\|53686;2026-09-10\|17.70\|-2.21\|17.90\|18.06\|17.69\|42911;2026-09-11\|16.97\|-4.12\|17.57\|17.68\|16.90\|66133;2026-09-14\|17.60\|3.71\|17.10\|17.66\|16.92\|57846;2026-09-15\|17.50\|-0.57\|17.60\|18.08\|17.44\|63796
114718		算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991;2026-09-09\|47.40\|-1.56\|48.76\|48.98\|47.00\|57438;2026-09-10\|47.46\|0.13\|47.04\|48.15\|46.22\|57008;2026-09-11\|47.01\|-0.95\|46.74\|47.74\|45.10\|61201;2026-09-14\|47.05\|0.09\|46.44\|47.75\|45.44\|42048;2026-09-15\|48.06\|2.15\|46.60\|49.32\|46.60\|66884

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason