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
102939	年报及一季报密集披露	涨停揭秘：一季度净利润同比增长57.65%，广告主预算回暖叠加春节后品牌投放旺季，生活圈媒体流量价值重获认可；涨停缘由：核心客户结构优化，互联网、汽车、消费电子等行业投放回升；点位效率提升带动单屏收益增长；年报季业绩确定性驱动估值修复；资金逻辑：资金从题材炒作转向业绩确定性方向，传媒板块低配背景下机构主动加仓，北向资金连续三日净买入；风险提示：宏观经济复苏节奏若放缓，可能影响广告主长期预算投入意愿	中国最大的生活圈媒体平台，楼宇媒体龙头；一季度净利润同比增长57.65%	2026-03-10\|6.72\|0.75\|6.70\|6.78\|6.70\|867979;2026-03-11\|6.80\|1.19\|6.73\|6.82\|6.65\|1084469;2026-03-12\|6.80\|0.00\|6.77\|6.82\|6.73\|774931;2026-03-13\|6.87\|1.03\|6.77\|6.89\|6.76\|1283035;2026-03-16\|6.78\|-1.31\|6.85\|6.86\|6.73\|1140706;2026-03-17\|6.92\|2.06\|6.80\|7.02\|6.78\|1365938;2026-03-18\|6.87\|-0.72\|6.90\|6.93\|6.75\|1056330;2026-03-19\|6.76\|-1.60\|6.80\|6.81\|6.71\|871142;2026-03-20\|6.65\|-1.63\|6.76\|6.80\|6.65\|766854;2026-03-23\|6.39\|-3.91\|6.56\|6.57\|6.31\|1512606;2026-03-24\|6.52\|2.03\|6.47\|6.53\|6.35\|985248;2026-03-25\|6.45\|-1.07\|6.55\|6.56\|6.43\|1113358;2026-03-26\|6.42\|-0.47\|6.45\|6.53\|6.40\|1217629;2026-03-27\|6.45\|0.47\|6.35\|6.49\|6.35\|826950;2026-03-30\|6.46\|0.15\|6.37\|6.53\|6.35\|984995;2026-03-31\|6.55\|1.39\|6.45\|6.64\|6.45\|1089830;2026-04-01\|6.60\|0.76\|6.64\|6.65\|6.53\|848010;2026-04-02\|6.50\|-1.52\|6.60\|6.60\|6.48\|676772;2026-04-03\|6.33\|-2.62\|6.52\|6.53\|6.33\|934507;2026-04-07\|6.31\|-0.32\|6.34\|6.39\|6.29\|630175;2026-04-08\|6.48\|2.69\|6.37\|6.49\|6.37\|1254442;2026-04-09\|6.30\|-2.78\|6.43\|6.46\|6.28\|1089806;2026-04-10\|6.47\|2.70\|6.35\|6.50\|6.33\|1168859;2026-04-13\|6.22\|-3.86\|6.44\|6.44\|6.20\|1887739;2026-04-14\|6.30\|1.29\|6.24\|6.32\|6.16\|1306075;2026-04-15\|6.30\|0.00\|6.30\|6.33\|6.24\|963523;2026-04-16\|6.29\|-0.16\|6.30\|6.36\|6.25\|1263132;2026-04-17\|6.21\|-1.27\|6.27\|6.28\|6.10\|1716627;2026-04-20\|6.20\|-0.16\|6.19\|6.26\|6.17\|983849;2026-04-21\|6.28\|1.29\|6.19\|6.31\|6.18\|1409318;2026-04-22\|6.26\|-0.32\|6.28\|6.36\|6.20\|1318722;2026-04-23\|6.23\|-0.48\|6.27\|6.29\|6.19\|1263411;2026-04-24\|6.13\|-1.61\|6.20\|6.21\|6.10\|1263081;2026-04-27\|6.09\|-0.65\|6.09\|6.13\|6.04\|1022598;2026-04-28\|6.10\|0.16\|6.09\|6.14\|6.06\|854051;2026-04-29\|6.42\|5.25\|6.28\|6.45\|6.25\|2933803;2026-04-30\|6.29\|-2.02\|6.38\|6.43\|6.27\|1419597;2026-05-06\|6.35\|0.95\|6.29\|6.38\|6.22\|1456523;2026-05-07\|6.35\|0.00\|6.35\|6.48\|6.32\|1329604;2026-05-08\|6.25\|-1.57\|6.36\|6.40\|6.23\|1532635;2026-05-11\|6.11\|-2.24\|6.25\|6.26\|6.07\|2593291;2026-05-12\|6.03\|-1.31\|6.12\|6.12\|6.00\|1884398;2026-05-13\|6.03\|0.00\|6.01\|6.09\|6.01\|1201048;2026-05-14\|5.92\|-1.82\|6.05\|6.07\|5.92\|1360592;2026-05-15\|5.92\|0.00\|5.93\|5.98\|5.89\|1033801;2026-05-18\|5.75\|-2.87\|5.93\|5.93\|5.71\|2600342;2026-05-19\|5.73\|-0.35\|5.76\|5.85\|5.70\|1555272;2026-05-20\|5.66\|-1.22\|5.72\|5.75\|5.62\|1623364;2026-05-21\|5.58\|-1.41\|5.68\|5.77\|5.56\|1778010;2026-05-22\|5.51\|-1.25\|5.61\|5.62\|5.45\|2119557;2026-05-25\|5.51\|0.00\|5.51\|5.55\|5.42\|1435213;2026-05-26\|5.53\|0.36\|5.48\|5.54\|5.45\|1405502;2026-05-27\|5.48\|-0.90\|5.55\|5.56\|5.42\|1444157;2026-05-28\|5.41\|-1.28\|5.48\|5.49\|5.36\|1529720;2026-05-29\|5.58\|3.14\|5.43\|5.65\|5.41\|2263082;2026-06-01\|5.68\|1.79\|5.55\|5.70\|5.54\|1571000;2026-06-02\|5.55\|-2.29\|5.65\|5.69\|5.52\|1692513;2026-06-03\|5.50\|-0.90\|5.54\|5.54\|5.43\|1369700;2026-06-04\|5.44\|-1.09\|5.49\|5.52\|5.41\|902548;2026-06-05\|5.39\|-0.92\|5.44\|5.52\|5.36\|1538118;2026-06-08\|5.29\|-1.86\|5.36\|5.44\|5.26\|1327843;2026-06-09\|5.36\|1.32\|5.34\|5.40\|5.27\|1213636;2026-06-10\|5.39\|0.56\|5.35\|5.46\|5.34\|1568032;2026-06-11\|5.34\|-0.93\|5.37\|5.39\|5.27\|1285801;2026-06-12\|5.45\|2.06\|5.35\|5.47\|5.25\|2208943;2026-06-15\|5.35\|-1.83\|5.44\|5.51\|5.30\|1866588;2026-06-16\|5.20\|-2.80\|5.33\|5.34\|5.19\|1776733;2026-06-17\|5.12\|-1.54\|5.20\|5.21\|5.09\|1720469;2026-06-18\|5.02\|-1.95\|5.11\|5.13\|4.95\|2284718;2026-06-22\|5.06\|0.80\|5.00\|5.09\|4.92\|1725075;2026-06-23\|4.92\|-2.77\|5.04\|5.11\|4.91\|1959240;2026-06-24\|4.80\|-2.44\|4.92\|4.95\|4.78\|1852414;2026-06-25\|4.82\|0.42\|4.78\|4.88\|4.73\|2056996;2026-06-26\|4.76\|-1.24\|4.83\|4.89\|4.75\|1690142;2026-06-29\|4.82\|1.26\|4.76\|4.93\|4.64\|1992759;2026-06-30\|4.84\|0.41\|4.81\|4.84\|4.72\|1782699;2026-07-01\|4.85\|0.21\|4.84\|4.90\|4.76\|1506973;2026-07-02\|4.91\|1.24\|4.85\|4.96\|4.83\|2152420;2026-07-03\|4.90\|-0.20\|4.91\|5.00\|4.83\|1944863;2026-07-06\|5.06\|3.27\|4.90\|5.07\|4.85\|2491420;2026-07-07\|4.96\|-1.98\|5.04\|5.11\|4.93\|1647854;2026-07-08\|4.91\|-1.01\|4.94\|4.99\|4.85\|1475425;2026-07-09\|4.74\|0.42\|4.74\|4.78\|4.66\|1632542;2026-07-10\|4.81\|1.48\|4.73\|4.87\|4.63\|2020576;2026-07-13\|4.75\|-1.25\|4.79\|4.82\|4.69\|1581070;2026-07-14\|4.74\|-0.21\|4.73\|4.77\|4.68\|1598593;2026-07-15\|4.98\|5.06\|4.74\|5.00\|4.72\|2294229;2026-07-16\|5.10\|2.41\|4.94\|5.12\|4.93\|2046100;2026-07-17\|5.00\|-1.96\|5.08\|5.17\|4.95\|1809195
102938	年报及一季报密集披露	一季报预增+储能逆变器+海外需求行业原因： 1、工信部等四部门9日联合召开动力及储能电池企业座谈会，部署治理“内卷式”竞争，市场预期供给格局优化、盈利修复。 2、东吴证券研报认为，户储及大储全球共振，AI用电催化需求高增。预计2026年储能新增装机265GWh，同比增长63%。公司原因： 1、据2026年4月9日盘后披露，公司预计2026年一季度归母净利11–12亿元，同比增55.91%–70.08%，主因欧洲、中东、东南亚户用及工商业储能需求快速提升，储能逆变器、储能电池包销售收入大幅增长。 2、据2025年年度报告，公司已形成储能逆变器、组串式逆变器、微型逆变器全矩阵，2025年外销占比79.74%，产品销往110多个国家和地区，品牌全球认知度持续提升。 3、据2025年半年度报告，公司上半年销售逆变器76.38万台，其中工商储4.29万台，欧洲、亚非拉工商储需求快速起量，渠道与研发优势显著。	公司一季度净利润同比增长68.37%，报告期内，公司储能逆变器、储能电池包产品销售收入同比大幅增长，进而推动公司经营业绩增长	2026-03-10\|119.89\|-3.70\|120.50\|122.00\|116.50\|161948;2026-03-11\|131.88\|10.00\|119.01\|131.88\|119.00\|139427;2026-03-12\|135.99\|3.12\|135.18\|139.97\|129.99\|334384;2026-03-13\|134.14\|-1.36\|138.71\|140.22\|133.20\|209070;2026-03-16\|130.00\|-3.09\|135.18\|136.90\|128.80\|171492;2026-03-17\|125.94\|-3.12\|132.00\|132.65\|124.99\|165635;2026-03-18\|127.88\|1.54\|126.00\|128.39\|123.55\|130465;2026-03-19\|128.01\|0.10\|128.01\|133.60\|127.25\|130829;2026-03-20\|140.70\|9.91\|128.50\|140.81\|128.50\|338700;2026-03-23\|136.99\|-2.64\|133.67\|141.99\|133.30\|274351;2026-03-24\|135.08\|-1.39\|135.63\|136.00\|128.88\|194456;2026-03-25\|130.50\|-3.39\|133.06\|134.00\|126.50\|257649;2026-03-26\|131.25\|0.57\|126.88\|134.50\|126.70\|189739;2026-03-27\|129.83\|-1.08\|129.10\|132.76\|126.91\|150706;2026-03-30\|130.13\|0.23\|131.10\|134.20\|126.35\|138678;2026-03-31\|131.46\|1.02\|129.00\|136.88\|125.68\|152628;2026-04-01\|127.04\|-3.36\|130.00\|135.49\|126.89\|175223;2026-04-02\|123.00\|-3.18\|128.20\|129.00\|122.30\|173168;2026-04-03\|121.90\|-0.89\|124.32\|125.00\|119.88\|130477;2026-04-07\|124.65\|2.26\|122.50\|126.98\|121.89\|89840;2026-04-08\|123.30\|-1.08\|124.95\|125.60\|120.00\|129180;2026-04-09\|126.91\|2.93\|122.40\|129.85\|122.38\|148076;2026-04-10\|139.60\|10.00\|136.00\|139.60\|135.76\|127773;2026-04-13\|146.94\|5.26\|139.60\|153.56\|137.21\|421391;2026-04-14\|144.50\|-1.66\|148.00\|149.80\|142.08\|219017;2026-04-15\|136.30\|-5.67\|143.00\|143.00\|135.53\|210071;2026-04-16\|139.99\|2.71\|137.50\|143.43\|135.18\|198014;2026-04-17\|143.99\|2.86\|139.00\|144.72\|138.20\|185847;2026-04-20\|143.07\|-0.64\|143.98\|147.99\|142.43\|139512;2026-04-21\|143.01\|-0.04\|143.50\|144.97\|141.08\|92025;2026-04-22\|145.20\|1.53\|143.54\|145.76\|140.98\|110771;2026-04-23\|148.80\|2.48\|146.51\|151.77\|144.52\|155588;2026-04-24\|146.82\|-1.33\|147.30\|149.50\|142.60\|115423;2026-04-27\|140.70\|-4.17\|144.00\|145.86\|140.01\|163510;2026-04-28\|139.97\|-0.52\|139.81\|142.56\|138.88\|96616;2026-04-29\|147.63\|5.47\|139.00\|149.46\|138.91\|169829;2026-04-30\|150.63\|2.03\|150.00\|155.80\|148.00\|150402;2026-05-06\|159.25\|5.72\|152.26\|159.93\|147.55\|156630;2026-05-07\|154.34\|-3.08\|158.00\|159.00\|152.78\|147483;2026-05-08\|151.27\|-1.99\|152.33\|155.97\|149.54\|107447;2026-05-11\|161.57\|6.81\|150.58\|164.55\|149.00\|170699;2026-05-12\|158.82\|-1.70\|161.59\|162.50\|157.54\|104818;2026-05-13\|158.87\|0.03\|158.02\|160.88\|156.08\|103489;2026-05-14\|151.18\|-4.84\|159.71\|159.99\|150.80\|134355;2026-05-15\|150.33\|-0.56\|150.60\|153.62\|147.43\|148971;2026-05-18\|159.29\|5.96\|150.00\|159.87\|146.50\|155432;2026-05-19\|157.63\|-1.04\|159.48\|167.10\|156.00\|129780;2026-05-20\|169.70\|7.66\|157.21\|173.39\|157.21\|261375;2026-05-21\|168.65\|-0.62\|169.81\|174.56\|164.02\|163102;2026-05-22\|120.70\|1.28\|119.25\|124.66\|118.47\|179221;2026-05-25\|118.36\|-1.94\|118.29\|119.67\|114.06\|174806;2026-05-26\|116.06\|-1.94\|117.00\|121.26\|114.65\|213776;2026-05-27\|122.40\|5.46\|118.45\|126.90\|117.60\|237819;2026-05-28\|121.81\|-0.48\|122.40\|123.66\|118.60\|179389;2026-05-29\|115.64\|-5.07\|121.81\|122.60\|115.00\|187143;2026-06-01\|114.00\|-1.42\|116.33\|122.36\|113.05\|249041;2026-06-02\|111.10\|-2.54\|113.70\|114.20\|107.61\|197687;2026-06-03\|115.33\|3.81\|109.00\|119.48\|109.00\|247954;2026-06-04\|112.28\|-2.64\|114.02\|115.56\|111.10\|169731;2026-06-05\|104.91\|-6.56\|112.28\|112.60\|103.60\|247859;2026-06-08\|102.17\|-2.61\|101.66\|105.49\|100.77\|160660;2026-06-09\|103.87\|1.66\|105.00\|105.00\|100.75\|131378;2026-06-10\|103.70\|-0.16\|103.35\|104.66\|99.70\|161216;2026-06-11\|101.20\|-2.41\|103.70\|105.00\|98.73\|167383;2026-06-12\|103.79\|2.56\|103.00\|105.91\|100.57\|278637;2026-06-15\|100.96\|-2.73\|102.28\|102.49\|94.00\|313339;2026-06-16\|102.42\|1.45\|102.81\|105.91\|100.66\|224424;2026-06-17\|103.08\|0.64\|101.48\|103.79\|100.00\|178117;2026-06-18\|103.20\|0.12\|103.00\|106.00\|101.30\|182957;2026-06-22\|109.00\|5.62\|105.10\|110.36\|104.10\|298383;2026-06-23\|101.44\|-6.94\|109.50\|109.55\|101.03\|265469;2026-06-24\|99.75\|-1.67\|102.00\|102.56\|99.00\|180704;2026-06-25\|99.32\|-0.43\|99.28\|100.20\|97.50\|193269;2026-06-26\|96.49\|-2.85\|99.30\|100.45\|96.36\|155727;2026-06-29\|104.27\|8.06\|97.76\|104.86\|97.64\|296838;2026-06-30\|106.18\|1.83\|105.00\|107.12\|101.79\|205514;2026-07-01\|101.50\|-4.41\|104.50\|104.56\|97.00\|246572;2026-07-02\|94.66\|-6.74\|99.47\|100.96\|94.50\|180347;2026-07-03\|96.44\|1.88\|94.57\|97.97\|93.78\|138945;2026-07-06\|96.12\|-0.33\|96.00\|99.22\|95.61\|135964;2026-07-07\|96.49\|0.38\|96.10\|98.15\|95.20\|104225;2026-07-08\|89.57\|-7.17\|96.15\|96.48\|89.24\|204223;2026-07-09\|86.19\|-3.77\|91.00\|91.00\|83.16\|358092;2026-07-10\|84.00\|-2.54\|85.98\|88.30\|83.84\|197838;2026-07-13\|84.18\|0.21\|84.50\|87.85\|83.00\|218557;2026-07-14\|85.70\|1.81\|84.19\|85.70\|83.04\|143282;2026-07-15\|85.40\|-0.35\|86.30\|89.19\|84.95\|154989;2026-07-16\|82.62\|-3.26\|84.90\|87.50\|82.16\|130506;2026-07-17\|80.15\|-2.99\|82.00\|83.27\|79.47\|125706
102937	年报及一季报密集披露	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-03-10\|289.00\|7.02\|278.00\|289.99\|276.50\|396578;2026-03-11\|284.80\|-1.45\|288.99\|290.55\|283.80\|262234;2026-03-12\|280.49\|-1.51\|282.99\|285.80\|273.40\|282158;2026-03-13\|278.23\|-0.81\|275.00\|287.49\|273.88\|299279;2026-03-16\|289.05\|3.89\|278.23\|289.90\|271.50\|371890;2026-03-17\|280.00\|-3.13\|305.01\|309.04\|280.00\|499209;2026-03-18\|289.65\|3.45\|282.13\|293.00\|277.01\|436798;2026-03-19\|277.28\|-4.27\|281.00\|283.58\|276.40\|326611;2026-03-20\|278.72\|0.52\|281.00\|286.90\|277.76\|331517;2026-03-23\|261.42\|-6.21\|267.82\|269.80\|260.47\|339920;2026-03-24\|266.06\|1.77\|263.23\|266.50\|259.18\|202279;2026-03-25\|266.44\|0.14\|270.79\|271.74\|265.00\|256858;2026-03-26\|268.89\|0.92\|265.11\|274.00\|262.43\|292531;2026-03-27\|262.10\|-2.53\|261.50\|265.99\|256.88\|228332;2026-03-30\|257.28\|-1.84\|257.00\|261.00\|252.68\|221769;2026-03-31\|251.00\|-2.44\|256.00\|261.00\|250.80\|219685;2026-04-01\|257.16\|2.45\|260.00\|261.00\|254.40\|230438;2026-04-02\|257.08\|-0.03\|256.00\|263.67\|254.20\|274305;2026-04-03\|263.68\|2.57\|258.04\|269.87\|258.00\|354970;2026-04-07\|264.88\|0.46\|266.19\|271.57\|263.01\|210926;2026-04-08\|285.88\|7.93\|273.98\|285.90\|270.05\|457691;2026-04-09\|278.02\|-2.75\|280.00\|283.70\|277.30\|341554;2026-04-10\|289.77\|4.23\|281.00\|295.80\|278.99\|484517;2026-04-13\|298.15\|2.89\|285.00\|301.99\|285.00\|450794;2026-04-14\|310.00\|3.97\|299.62\|314.00\|295.70\|581666;2026-04-15\|295.44\|-4.08\|310.00\|312.79\|292.55\|456222;2026-04-16\|303.50\|2.73\|298.70\|306.50\|293.00\|400180;2026-04-17\|326.42\|7.55\|305.04\|335.00\|301.36\|666512;2026-04-20\|343.00\|5.08\|329.00\|349.79\|326.90\|544758;2026-04-21\|330.90\|-3.53\|330.00\|338.88\|325.01\|499389;2026-04-22\|342.78\|3.59\|331.00\|345.00\|326.57\|465656;2026-04-23\|331.95\|-3.16\|346.11\|348.00\|326.00\|506822;2026-04-24\|315.59\|-4.93\|325.32\|333.80\|310.46\|515921;2026-04-27\|317.40\|0.57\|318.64\|327.00\|315.59\|350620;2026-04-28\|313.06\|-1.37\|320.00\|320.78\|309.28\|283772;2026-04-29\|333.87\|6.65\|306.00\|343.10\|304.00\|625825;2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271
102936	年报及一季报密集披露	煤炭+煤化工+国资增持+山东国资行业原因： 6月1日焦煤、焦炭期货大涨。国金证券5月28日研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年5月6日业绩说明会纪要，公司煤化工总产能突破1100万吨，规模居行业前列，“煤化一体”协同效应加速释放。 2、据2026年5月25日机构调研，预计2026年供需转向相对平衡、阶段性偏紧格局，煤价中枢上移；公司2025年商品煤产量1.82亿吨，规划原煤产能达3亿吨。 3、据2026年3月28日年报，控股股东山东能源集团计划实施增持；据2026年5月25日机构调研，公司拟将2026-2028年度分红比例定为净利润的约50%，并择机推进回购。 4、公司实控人为山东省国资委，是国内动力煤龙头，拥有境内外六地上市平台，业务覆盖煤炭、煤化工等。	华东地区最大的煤炭生产商和中国最大的煤炭出口企业之一；公司煤化工业务主要产品为甲醇，产品主要销往华北、华东地区，拥有在产产能甲醇400万吨/年；一季度净利润同比增42.14%	2026-03-10\|19.48\|-3.94\|19.18\|19.90\|18.89\|1040777;2026-03-11\|20.15\|3.44\|19.13\|20.39\|19.12\|977234;2026-03-12\|22.17\|10.02\|20.50\|22.17\|20.20\|1253741;2026-03-13\|21.77\|-1.80\|22.21\|22.84\|21.55\|1397384;2026-03-16\|20.90\|-4.00\|21.68\|22.01\|20.78\|986960;2026-03-17\|20.00\|-4.31\|20.43\|20.95\|19.88\|921037;2026-03-18\|19.93\|-0.35\|19.99\|20.65\|19.48\|772485;2026-03-19\|20.66\|3.66\|20.70\|20.99\|20.24\|1108488;2026-03-20\|21.06\|1.94\|20.00\|21.25\|19.99\|879423;2026-03-23\|20.76\|-1.42\|21.50\|22.00\|20.60\|1122283;2026-03-24\|20.53\|-1.11\|20.24\|20.76\|20.19\|658108;2026-03-25\|19.69\|-4.09\|19.80\|19.91\|19.21\|1036012;2026-03-26\|20.52\|4.22\|19.63\|20.70\|19.53\|843429;2026-03-27\|20.39\|-0.63\|20.25\|20.70\|20.15\|432774;2026-03-30\|20.15\|-1.18\|20.35\|21.00\|20.07\|665204;2026-03-31\|19.35\|-3.97\|19.93\|20.39\|19.30\|768151;2026-04-01\|19.01\|-1.76\|19.00\|19.67\|18.74\|864865;2026-04-02\|19.36\|1.84\|19.20\|19.58\|19.05\|475880;2026-04-03\|19.20\|-0.83\|19.34\|19.37\|19.02\|289498;2026-04-07\|19.87\|3.49\|19.15\|20.06\|18.97\|509089;2026-04-08\|19.04\|-4.18\|18.73\|19.15\|18.44\|889574;2026-04-09\|18.95\|-0.47\|18.94\|19.19\|18.75\|576235;2026-04-10\|19.31\|1.90\|18.87\|19.40\|18.78\|532565;2026-04-13\|19.88\|2.95\|19.89\|20.00\|19.35\|690150;2026-04-14\|19.49\|-1.96\|19.60\|19.76\|19.26\|539271;2026-04-15\|19.19\|-1.54\|19.49\|19.49\|18.21\|687599;2026-04-16\|19.37\|0.94\|19.30\|19.49\|19.02\|426006;2026-04-17\|19.00\|-1.91\|19.38\|19.45\|18.73\|421650;2026-04-20\|18.76\|-1.26\|19.06\|19.29\|18.50\|487036;2026-04-21\|19.52\|4.05\|18.73\|19.99\|18.70\|628610;2026-04-22\|19.88\|1.84\|19.61\|20.27\|19.52\|640366;2026-04-23\|20.63\|3.77\|19.88\|20.99\|19.88\|728445;2026-04-24\|20.68\|0.24\|20.63\|21.12\|20.43\|582483;2026-04-27\|20.80\|0.58\|20.50\|21.29\|20.38\|654281;2026-04-28\|21.46\|3.17\|20.76\|21.58\|20.63\|529001;2026-04-29\|23.17\|7.97\|21.13\|23.60\|21.13\|949435;2026-04-30\|22.85\|-1.38\|23.17\|23.48\|22.51\|631709;2026-05-06\|22.89\|0.18\|22.00\|23.05\|22.00\|587390;2026-05-07\|21.44\|-6.33\|22.49\|22.49\|21.10\|795749;2026-05-08\|21.44\|0.00\|21.55\|21.80\|21.10\|466777;2026-05-11\|21.41\|-0.14\|21.58\|22.25\|21.35\|716956;2026-05-12\|21.04\|-1.73\|21.48\|21.89\|20.92\|494107;2026-05-13\|20.77\|-1.28\|21.05\|21.39\|20.57\|450566;2026-05-14\|20.32\|-2.17\|20.62\|21.03\|20.29\|350369;2026-05-15\|21.15\|4.08\|20.31\|21.49\|20.14\|666148;2026-05-18\|22.04\|4.21\|21.41\|22.07\|20.81\|749463;2026-05-19\|21.75\|-1.32\|21.80\|22.16\|21.60\|405007;2026-05-20\|21.39\|-1.66\|21.75\|22.15\|21.36\|394204;2026-05-21\|20.32\|-5.00\|20.72\|21.20\|20.28\|528127;2026-05-22\|20.01\|-1.53\|20.24\|20.37\|19.72\|420454;2026-05-25\|20.77\|3.80\|21.20\|21.60\|20.22\|730121;2026-05-26\|20.65\|-0.58\|20.22\|21.12\|20.22\|337865;2026-05-27\|21.15\|2.42\|20.65\|21.40\|20.08\|473768;2026-05-28\|21.50\|1.65\|20.98\|22.20\|20.90\|638434;2026-05-29\|21.80\|1.40\|21.30\|22.14\|21.20\|551319;2026-06-01\|23.98\|10.00\|21.83\|23.98\|21.60\|1038012;2026-06-02\|23.86\|-0.50\|24.49\|26.00\|23.29\|1063124;2026-06-03\|25.97\|8.84\|23.30\|26.25\|23.06\|1055346;2026-06-04\|27.27\|5.01\|25.00\|27.80\|24.25\|1157979;2026-06-05\|25.05\|-8.14\|26.34\|27.40\|24.70\|929008;2026-06-08\|25.20\|0.60\|24.36\|26.13\|24.16\|759971;2026-06-09\|24.70\|-1.98\|24.11\|24.98\|23.80\|649033;2026-06-10\|23.49\|-4.90\|24.56\|25.00\|23.17\|776820;2026-06-11\|23.10\|-1.66\|23.62\|24.05\|22.93\|487930;2026-06-12\|22.95\|-0.65\|22.51\|23.41\|22.37\|631009;2026-06-15\|21.08\|-8.15\|22.28\|22.28\|20.92\|982398;2026-06-16\|20.82\|-1.23\|20.75\|21.13\|20.24\|818294;2026-06-17\|20.05\|-3.70\|20.65\|20.81\|19.94\|616409;2026-06-18\|19.38\|-3.34\|19.80\|19.97\|19.33\|514306;2026-06-22\|19.84\|2.37\|19.51\|20.21\|19.36\|639478;2026-06-23\|19.26\|-2.92\|19.70\|20.17\|19.11\|608406;2026-06-24\|18.78\|-2.49\|19.26\|19.30\|18.75\|498390;2026-06-25\|18.17\|-3.25\|18.50\|18.73\|18.01\|565930;2026-06-26\|17.98\|-1.05\|18.36\|18.53\|17.97\|389205;2026-06-29\|18.42\|2.45\|17.98\|18.49\|17.58\|527053;2026-06-30\|17.77\|-3.53\|18.35\|18.39\|17.44\|576780;2026-07-01\|18.03\|1.46\|17.95\|18.45\|17.29\|567960;2026-07-02\|17.82\|-1.16\|17.89\|18.24\|17.60\|868485;2026-07-03\|17.80\|-0.11\|17.94\|18.23\|17.69\|629432;2026-07-06\|18.80\|5.62\|17.54\|19.05\|17.45\|1166421;2026-07-07\|18.19\|-3.24\|18.67\|19.04\|18.00\|647579;2026-07-08\|18.06\|-0.71\|18.21\|18.97\|17.83\|649968;2026-07-09\|17.88\|-1.00\|17.95\|18.52\|17.64\|536238;2026-07-10\|18.16\|1.57\|17.44\|18.31\|17.31\|584494;2026-07-13\|17.97\|-1.05\|18.20\|18.48\|17.66\|480337;2026-07-14\|19.23\|7.01\|18.22\|19.43\|18.21\|990203;2026-07-15\|20.23\|5.20\|18.92\|20.49\|18.81\|781806;2026-07-16\|19.47\|-3.76\|19.95\|20.12\|19.05\|549400;2026-07-17\|18.90\|-2.93\|19.46\|19.79\|18.88\|487115
102935	年报及一季报密集披露	涨停揭秘：工业自动化龙头一季度净利增17.84%，SCARA及六轴机器人核心部件批量出货，新能源电驱产品获主流车企定点并放量；涨停缘由：制造业PMI连续三个月扩张，工控需求回暖；人形机器人金属结构件及伺服系统订单增加；新能源车电驱总成市占率提升；年报业绩稳健兑现；资金逻辑：主力资金布局高端制造主线，机构调仓增持兼具成长性与现金流的工控龙头，与乔锋智能、兰卫医学形成AI+机器人+医疗设备交叉催化；风险提示：工业自动化行业竞争加剧，新能源客户价格压力或压缩短期毛利	1、工业自动化全产业链龙头；公司的工业机器人产品包括机器人专用控制系统、伺服系统、视觉系统、高精密丝杠、SCARA机器人、六关节机器人等核心部件及一体化解决方案；25年净利润同比增长17.84%； 2、国内领先的新能源汽车电驱产品供应商；公司新能源汽车产品包括电机控制器、高性能电机、DC/DC电源、OBC电源、五合一控制器、电驱总成、电源总成等	2026-03-10\|71.04\|0.35\|70.92\|71.62\|70.76\|250925;2026-03-11\|71.15\|0.15\|71.04\|71.85\|70.95\|230867;2026-03-12\|71.16\|0.01\|71.07\|71.30\|69.80\|259199;2026-03-13\|72.79\|2.29\|70.98\|72.79\|70.64\|411728;2026-03-16\|71.80\|-1.36\|71.50\|71.90\|70.40\|333595;2026-03-17\|71.20\|-0.84\|71.93\|72.48\|70.82\|277423;2026-03-18\|70.00\|-1.69\|71.17\|71.48\|69.19\|280907;2026-03-19\|69.23\|-1.10\|69.29\|69.98\|69.12\|216801;2026-03-20\|68.75\|-0.69\|69.09\|69.64\|67.75\|257872;2026-03-23\|65.33\|-4.97\|68.01\|68.26\|65.00\|305923;2026-03-24\|66.10\|1.18\|67.03\|67.10\|65.00\|169021;2026-03-25\|68.01\|2.89\|66.59\|68.12\|66.12\|193831;2026-03-26\|67.52\|-0.72\|68.00\|68.60\|67.32\|142422;2026-03-27\|68.54\|1.51\|66.95\|68.72\|66.60\|171319;2026-03-30\|67.38\|-1.69\|67.58\|68.00\|66.75\|122250;2026-03-31\|67.00\|-0.56\|68.15\|68.88\|66.95\|146170;2026-04-01\|68.22\|1.82\|68.50\|68.66\|67.67\|125982;2026-04-02\|66.87\|-1.98\|68.00\|68.05\|66.00\|193428;2026-04-03\|66.06\|-1.21\|66.71\|67.08\|66.01\|90100;2026-04-07\|64.75\|-1.98\|66.18\|66.25\|64.55\|142039;2026-04-08\|67.45\|4.17\|66.02\|67.45\|66.01\|234652;2026-04-09\|66.04\|-2.09\|66.77\|66.88\|65.87\|201658;2026-04-10\|68.11\|3.13\|66.72\|68.59\|66.72\|333761;2026-04-13\|67.60\|-0.75\|67.55\|68.08\|66.78\|212457;2026-04-14\|69.11\|2.23\|68.13\|69.47\|68.11\|273240;2026-04-15\|67.90\|-1.75\|69.59\|69.90\|67.80\|241456;2026-04-16\|66.84\|-1.56\|68.33\|68.68\|66.66\|410580;2026-04-17\|65.66\|-1.77\|66.71\|66.72\|65.51\|389907;2026-04-20\|66.52\|1.31\|66.00\|66.97\|65.61\|332160;2026-04-21\|66.04\|-0.72\|66.66\|66.94\|65.10\|291632;2026-04-22\|66.91\|1.32\|65.86\|67.12\|65.32\|280312;2026-04-23\|65.34\|-2.35\|67.00\|67.19\|65.28\|305367;2026-04-24\|64.75\|-0.90\|65.02\|65.29\|63.63\|345264;2026-04-27\|65.74\|1.53\|64.11\|66.55\|64.02\|372452;2026-04-28\|61.36\|-6.66\|64.00\|64.00\|60.13\|675496;2026-04-29\|67.59\|10.15\|61.99\|67.67\|61.80\|892550;2026-04-30\|68.60\|1.49\|67.67\|70.41\|67.42\|557797;2026-05-06\|71.07\|3.60\|69.98\|71.55\|69.01\|552991;2026-05-07\|75.55\|6.30\|71.90\|76.19\|71.77\|867603;2026-05-08\|75.00\|-0.73\|74.67\|76.21\|74.53\|510291;2026-05-11\|77.49\|3.32\|75.50\|78.24\|75.20\|628510;2026-05-12\|75.45\|-2.63\|77.48\|78.08\|75.25\|445457;2026-05-13\|76.46\|1.34\|75.37\|76.77\|73.78\|510121;2026-05-14\|74.42\|-2.67\|76.46\|76.55\|74.40\|291108;2026-05-15\|77.32\|3.90\|74.49\|79.88\|74.49\|719096;2026-05-18\|77.36\|0.05\|77.42\|79.30\|76.62\|547055;2026-05-19\|77.80\|0.57\|77.60\|77.88\|75.90\|354101;2026-05-20\|76.76\|-1.34\|77.16\|77.58\|75.69\|324445;2026-05-21\|77.77\|1.32\|77.00\|80.75\|77.00\|667756;2026-05-22\|78.99\|1.57\|77.87\|79.36\|76.30\|494643;2026-05-25\|78.83\|-0.20\|79.40\|79.86\|76.90\|428187;2026-05-26\|80.88\|2.60\|79.35\|84.05\|79.22\|710027;2026-05-27\|78.10\|-3.44\|79.85\|80.43\|77.79\|508292;2026-05-28\|76.95\|-1.47\|78.00\|78.10\|75.28\|416910;2026-05-29\|73.96\|-3.89\|77.15\|78.25\|73.40\|408773;2026-06-01\|74.50\|0.73\|74.00\|76.44\|73.00\|447637;2026-06-02\|76.47\|2.64\|74.96\|77.74\|74.88\|364504;2026-06-03\|75.86\|-0.80\|76.24\|77.83\|75.30\|420151;2026-06-04\|74.15\|-1.61\|75.60\|77.46\|74.03\|368881;2026-06-05\|75.08\|1.25\|74.48\|77.63\|72.14\|531795;2026-06-08\|74.52\|-0.75\|73.00\|77.28\|72.72\|568074;2026-06-09\|74.60\|0.11\|76.33\|76.75\|73.75\|430234;2026-06-10\|70.10\|-6.03\|73.50\|73.71\|69.51\|534487;2026-06-11\|69.21\|-1.27\|69.62\|70.50\|68.64\|328081;2026-06-12\|67.16\|-2.96\|69.50\|70.66\|67.16\|510820;2026-06-15\|69.30\|3.19\|69.00\|69.77\|68.01\|341894;2026-06-16\|70.24\|1.36\|69.30\|72.21\|69.02\|333738;2026-06-17\|69.75\|-0.70\|69.35\|69.81\|68.18\|307406;2026-06-18\|71.18\|2.05\|69.58\|72.36\|69.25\|390188;2026-06-22\|68.95\|-3.13\|71.25\|71.40\|66.83\|509941;2026-06-23\|66.82\|-3.09\|68.30\|68.80\|66.57\|364751;2026-06-24\|66.31\|-0.76\|66.64\|67.49\|65.74\|309215;2026-06-25\|66.84\|0.80\|66.66\|70.32\|66.42\|517112;2026-06-26\|63.28\|-5.33\|66.40\|66.75\|63.13\|430688;2026-06-29\|65.23\|3.08\|62.98\|65.97\|62.01\|482978;2026-06-30\|66.33\|1.69\|66.53\|67.28\|64.39\|423349;2026-07-01\|68.20\|2.82\|66.40\|69.38\|65.74\|472080;2026-07-02\|68.40\|0.29\|67.47\|71.79\|67.31\|703358;2026-07-03\|72.15\|5.48\|67.50\|74.63\|67.40\|970202;2026-07-06\|68.33\|-5.29\|71.70\|71.94\|68.20\|697486;2026-07-07\|66.05\|-3.34\|68.00\|69.79\|65.73\|437672;2026-07-08\|63.20\|-4.31\|65.50\|66.04\|63.15\|394793;2026-07-09\|64.32\|1.77\|63.20\|64.47\|62.26\|375976;2026-07-10\|63.43\|-1.38\|64.48\|65.90\|63.35\|378477;2026-07-13\|60.95\|-3.91\|63.00\|63.01\|60.86\|343834;2026-07-14\|60.25\|-1.15\|60.71\|60.95\|58.85\|368919;2026-07-15\|61.04\|1.31\|60.72\|61.66\|59.88\|271255;2026-07-16\|60.31\|-1.20\|60.84\|61.52\|60.11\|231000;2026-07-17\|59.12\|-1.97\|60.18\|60.80\|58.57\|320488
102934	年报及一季报密集披露	涨停揭秘：年报及一季报超预期，净利润同比大增193.12%，量贩零食渠道快速放量验证成长性；涨停缘由：一季度净利润同比翻近两倍，发力量贩零食已切入头部连锁渠道，产能利用率持续提升；资金逻辑：小市值消费成长标的受资金关注，一季报披露后主力资金连续三日净流入，游资接力拉升；风险提示：食用菌行业竞争加剧，量贩零食业务尚处投入期，短期盈利可持续性需跟踪渠道反馈	国内领先的食用菌栽培企业，发力量贩零食，一季度净利润同比增长193.12%	2026-03-10\|199.74\|0.47\|197.97\|201.49\|197.01\|14872;2026-03-11\|199.08\|-0.33\|199.12\|201.42\|197.00\|11010;2026-03-12\|194.30\|-2.40\|198.77\|202.98\|193.05\|10016;2026-03-13\|197.71\|1.75\|194.30\|199.28\|190.20\|13235;2026-03-16\|200.50\|1.41\|199.80\|204.00\|194.10\|15513;2026-03-17\|192.10\|-4.19\|201.05\|202.98\|186.16\|32276;2026-03-18\|195.09\|1.56\|196.56\|199.86\|190.02\|38584;2026-03-19\|189.63\|-2.80\|194.51\|196.96\|188.52\|20991;2026-03-20\|191.50\|0.99\|191.32\|195.58\|189.02\|16425;2026-03-23\|184.97\|-3.41\|190.00\|194.95\|183.97\|20864;2026-03-24\|184.66\|-0.17\|188.95\|189.00\|181.50\|13412;2026-03-25\|185.66\|0.54\|184.47\|188.56\|183.52\|11811;2026-03-26\|183.67\|-1.07\|185.65\|189.77\|182.15\|11055;2026-03-27\|182.03\|-0.89\|182.91\|184.99\|181.51\|11171;2026-03-30\|184.05\|1.11\|180.97\|184.24\|178.36\|13437;2026-03-31\|182.50\|-0.84\|183.65\|187.29\|182.34\|11177;2026-04-01\|194.47\|6.56\|185.06\|195.68\|182.56\|17950;2026-04-02\|199.63\|2.65\|194.64\|201.00\|191.29\|18822;2026-04-03\|195.84\|-1.90\|200.50\|200.76\|194.21\|8903;2026-04-07\|196.77\|0.47\|195.00\|201.07\|194.01\|10461;2026-04-08\|199.75\|1.51\|199.00\|200.80\|196.01\|11484;2026-04-09\|197.01\|-1.37\|199.75\|201.50\|196.50\|8147;2026-04-10\|204.30\|3.70\|201.66\|208.00\|199.58\|11729;2026-04-13\|193.85\|-5.12\|200.12\|201.60\|192.50\|22217;2026-04-14\|194.85\|0.52\|192.78\|195.72\|191.00\|10460;2026-04-15\|205.69\|5.56\|195.00\|207.68\|194.00\|15860;2026-04-16\|210.50\|2.34\|205.68\|213.30\|203.63\|20568;2026-04-17\|203.65\|-3.25\|208.70\|209.55\|201.67\|13579;2026-04-20\|206.38\|1.34\|203.64\|210.70\|202.31\|16450;2026-04-21\|205.33\|-0.51\|205.92\|208.65\|201.20\|10289;2026-04-22\|208.98\|1.78\|205.33\|209.52\|202.00\|10804;2026-04-23\|216.01\|3.36\|209.01\|218.88\|207.12\|25709;2026-04-24\|208.01\|-3.70\|215.36\|215.55\|205.10\|15077;2026-04-27\|211.00\|1.44\|207.73\|213.75\|206.76\|14173;2026-04-28\|203.81\|-3.41\|211.03\|211.04\|201.62\|17929;2026-04-29\|224.60\|10.20\|209.95\|233.00\|207.83\|54823;2026-04-30\|226.81\|0.98\|223.88\|234.53\|219.10\|29126;2026-05-06\|223.70\|-1.00\|223.00\|226.73\|212.04\|26290;2026-05-07\|227.84\|1.85\|223.71\|229.68\|222.79\|18345;2026-05-08\|222.00\|-2.56\|227.98\|228.18\|218.00\|16391;2026-05-11\|227.94\|2.68\|221.19\|233.33\|218.16\|19323;2026-05-12\|231.00\|1.34\|226.99\|233.94\|226.49\|19279;2026-05-13\|226.99\|-1.74\|228.69\|233.11\|223.76\|15797;2026-05-14\|232.89\|2.60\|226.98\|241.86\|225.56\|20351;2026-05-15\|227.75\|-2.21\|230.99\|235.29\|226.05\|16279;2026-05-18\|223.67\|-1.79\|225.12\|228.67\|220.10\|18422;2026-05-19\|222.00\|-0.75\|223.64\|224.16\|218.20\|17457;2026-05-20\|217.94\|-1.83\|222.00\|224.85\|213.30\|17873;2026-05-21\|213.74\|-1.93\|216.73\|221.58\|213.50\|15449;2026-05-22\|209.50\|-1.98\|215.00\|215.50\|208.19\|15296;2026-05-25\|206.75\|-1.31\|208.99\|209.97\|202.00\|22771;2026-05-26\|202.40\|-2.10\|207.00\|210.98\|202.11\|17673;2026-05-27\|190.00\|-6.13\|195.70\|198.88\|182.49\|56686;2026-05-28\|180.00\|-5.26\|187.01\|190.00\|175.01\|55283;2026-05-29\|181.69\|0.94\|179.52\|187.87\|178.89\|34164;2026-06-01\|193.38\|6.43\|182.64\|197.88\|180.80\|40087;2026-06-02\|191.67\|-0.88\|193.39\|197.98\|189.53\|29205;2026-06-03\|192.92\|0.65\|193.09\|199.00\|191.33\|24079;2026-06-04\|190.00\|-1.51\|192.09\|197.43\|188.59\|22739;2026-06-05\|185.00\|-2.63\|188.99\|192.80\|183.50\|21318;2026-06-08\|180.80\|-2.27\|184.00\|187.00\|178.20\|21899;2026-06-09\|180.46\|-0.19\|181.24\|183.09\|177.67\|15010;2026-06-10\|181.60\|0.63\|181.00\|184.33\|179.20\|14906;2026-06-11\|183.00\|0.77\|181.16\|183.42\|178.10\|14142;2026-06-12\|191.60\|4.70\|183.91\|192.00\|181.81\|23695;2026-06-15\|182.01\|-5.01\|191.50\|194.87\|179.20\|26652;2026-06-16\|179.40\|-1.43\|181.00\|182.53\|177.35\|21317;2026-06-17\|178.35\|-0.59\|179.54\|180.80\|175.10\|19390;2026-06-18\|175.05\|-1.85\|178.34\|181.01\|174.90\|19138;2026-06-22\|177.00\|1.11\|173.75\|177.89\|171.07\|21695;2026-06-23\|174.92\|-1.18\|176.00\|179.26\|174.03\|14972;2026-06-24\|174.01\|-0.52\|177.73\|178.00\|173.05\|15677;2026-06-25\|171.00\|-1.73\|174.00\|176.00\|169.01\|17322;2026-06-26\|166.10\|-2.87\|171.00\|171.71\|165.02\|18764;2026-06-29\|177.15\|6.65\|166.32\|178.90\|163.95\|26719;2026-06-30\|173.41\|-2.11\|176.66\|177.87\|170.80\|16196;2026-07-01\|179.98\|3.79\|173.41\|181.48\|170.00\|19856;2026-07-02\|182.60\|1.46\|182.02\|188.90\|177.97\|29847;2026-07-03\|187.88\|2.89\|183.60\|191.90\|180.74\|25960;2026-07-06\|199.43\|6.15\|186.00\|200.60\|183.58\|31470;2026-07-07\|196.21\|-1.61\|198.00\|200.76\|195.02\|16003;2026-07-08\|201.55\|2.72\|195.06\|206.68\|195.06\|29602;2026-07-09\|195.80\|-2.85\|199.12\|202.00\|193.90\|23488;2026-07-10\|194.19\|-0.82\|194.91\|199.80\|192.20\|18089;2026-07-13\|192.28\|-0.98\|194.14\|198.12\|190.99\|21721;2026-07-14\|195.64\|1.75\|191.82\|196.53\|186.31\|18150;2026-07-15\|206.03\|5.31\|195.00\|210.80\|192.30\|43055;2026-07-16\|206.99\|0.47\|206.00\|208.88\|197.00\|31307;2026-07-17\|189.50\|-8.45\|206.00\|207.87\|188.00\|34594
102933	年报及一季报密集披露	光刻胶树脂+钙钛矿电池+化工新材料+股权激励 1、据2026年4月28日年报，公司钙钛矿太阳能电池开发取得进展，300*300mm尺寸刚性组件效率超过20.43%，柔性组件效率超过16%并已送样TUV进行IEC63163认证；据2025年8月26日半年报，公司光刻胶树脂产品已完成中试和应用验证，并储备了LCD光刻胶等专利技术。 2、据2026年4月28日年报，公司主营化工新材料，产品包括改性塑料粒子、无卤阻燃剂等，阻燃聚丙烯为国家级制造业单项冠军，五氧化二磷产能居国内前列。 3、据2026年6月9日公告，公司发布2026年股票期权激励计划草案，拟向11名核心人员授予不超过900万份股票期权，行权价44.22元/份，设定2026年、2027年净利润考核目标分别不低于1.5亿元、3亿元。	子公司龙华化工五氧化二磷产能居全国前列，高纯多聚磷酸已获天赐材料认可，用于六氟磷酸锂；25年净利润同比减亏	2026-03-10\|29.66\|3.02\|28.79\|29.76\|28.79\|21433;2026-03-11\|29.02\|-2.16\|29.80\|30.14\|28.85\|27698;2026-03-12\|27.95\|-3.69\|29.02\|29.21\|27.83\|23151;2026-03-13\|27.41\|-1.93\|27.95\|28.20\|27.31\|16657;2026-03-16\|27.90\|1.79\|27.30\|27.99\|27.13\|17845;2026-03-17\|27.59\|-1.11\|27.79\|28.40\|27.22\|14532;2026-03-18\|28.16\|2.07\|27.97\|28.30\|27.17\|13271;2026-03-19\|26.63\|-5.43\|27.95\|27.95\|26.60\|18823;2026-03-20\|26.00\|-2.37\|26.76\|27.40\|26.00\|14886;2026-03-23\|24.49\|-5.81\|25.65\|25.99\|24.40\|21309;2026-03-24\|25.48\|4.04\|25.03\|25.50\|24.30\|14502;2026-03-25\|26.05\|2.24\|26.22\|26.55\|25.85\|13807;2026-03-26\|26.17\|0.46\|26.28\|26.67\|25.56\|12394;2026-03-27\|26.04\|-0.50\|25.87\|26.48\|25.85\|9093;2026-03-30\|26.16\|0.46\|25.56\|26.18\|25.07\|11629;2026-03-31\|25.22\|-3.59\|26.01\|26.28\|25.13\|12721;2026-04-01\|25.99\|3.05\|25.81\|26.15\|25.63\|11462;2026-04-02\|25.30\|-2.65\|25.92\|25.99\|25.05\|10604;2026-04-03\|25.12\|-0.71\|25.15\|25.99\|25.00\|14681;2026-04-07\|24.99\|-0.52\|25.24\|25.24\|24.56\|12278;2026-04-08\|27.43\|9.76\|25.36\|28.46\|24.99\|84265;2026-04-09\|27.38\|-0.18\|27.40\|29.44\|27.08\|88837;2026-04-10\|27.09\|-1.06\|28.20\|28.27\|26.90\|46391;2026-04-13\|26.84\|-0.92\|26.95\|27.00\|26.11\|24940;2026-04-14\|26.95\|0.41\|27.34\|27.50\|26.46\|36972;2026-04-15\|25.97\|-3.64\|26.71\|27.23\|25.30\|54268;2026-04-16\|25.90\|-0.27\|25.96\|26.54\|25.62\|24976;2026-04-17\|26.38\|1.85\|25.96\|26.48\|25.60\|21811;2026-04-20\|27.38\|3.79\|26.37\|27.88\|26.19\|73000;2026-04-21\|27.74\|1.31\|27.19\|27.87\|26.78\|32084;2026-04-22\|27.74\|0.00\|28.10\|28.18\|27.56\|24490;2026-04-23\|27.46\|-1.01\|27.77\|27.89\|26.76\|23873;2026-04-24\|27.53\|0.25\|27.30\|27.78\|27.00\|16990;2026-04-27\|26.55\|-3.56\|27.52\|27.68\|26.49\|19163;2026-04-28\|28.36\|6.82\|26.20\|29.57\|25.80\|116485;2026-04-29\|31.27\|10.26\|28.50\|31.55\|28.41\|111330;2026-04-30\|32.50\|3.93\|31.35\|33.04\|31.04\|78970;2026-05-06\|34.12\|4.98\|33.26\|34.35\|32.36\|63581;2026-05-07\|35.35\|3.60\|34.35\|35.79\|33.72\|81422;2026-05-08\|35.98\|1.78\|36.06\|36.63\|35.32\|57095;2026-05-11\|36.38\|1.11\|35.96\|37.07\|35.40\|45605;2026-05-12\|36.45\|0.19\|36.03\|36.88\|35.26\|45151;2026-05-13\|36.01\|-1.21\|36.48\|36.48\|35.32\|40905;2026-05-14\|35.29\|-2.00\|35.97\|36.61\|34.92\|35183;2026-05-15\|35.63\|0.96\|35.29\|36.13\|34.36\|53729;2026-05-18\|34.56\|-3.00\|35.00\|36.00\|34.50\|48984;2026-05-19\|35.74\|3.41\|34.00\|36.28\|34.00\|46828;2026-05-20\|35.83\|0.25\|35.67\|36.26\|34.99\|23403;2026-05-21\|35.11\|-2.01\|35.83\|37.50\|34.59\|55798;2026-05-22\|36.91\|5.13\|35.15\|38.29\|34.78\|56610;2026-05-25\|38.78\|5.07\|40.11\|40.11\|36.50\|65964;2026-05-26\|41.50\|7.01\|38.89\|46.50\|38.01\|70612;2026-05-27\|39.81\|-4.07\|41.22\|41.22\|38.68\|62067;2026-05-28\|40.02\|0.53\|40.61\|40.96\|38.66\|45850;2026-05-29\|40.30\|0.70\|40.10\|41.21\|39.32\|45116;2026-06-01\|40.30\|0.00\|40.32\|42.55\|40.00\|47039;2026-06-02\|40.75\|1.12\|40.00\|40.97\|39.03\|34513;2026-06-03\|42.88\|5.23\|40.80\|43.97\|40.12\|45738;2026-06-04\|44.27\|3.24\|42.25\|44.88\|41.88\|44715;2026-06-05\|44.50\|0.52\|43.50\|44.99\|42.50\|42790;2026-06-08\|43.38\|-2.52\|43.00\|45.53\|42.51\|56168;2026-06-09\|43.40\|0.05\|44.16\|44.51\|42.02\|30619;2026-06-10\|48.10\|10.83\|44.18\|49.00\|43.31\|87151;2026-06-11\|48.69\|1.23\|47.02\|50.33\|46.99\|62767;2026-06-12\|48.41\|-0.58\|48.33\|50.55\|46.54\|53474;2026-06-15\|49.44\|2.13\|48.50\|50.38\|48.03\|72881;2026-06-16\|56.92\|15.13\|49.00\|57.39\|49.00\|93997;2026-06-17\|62.46\|9.73\|58.06\|62.90\|56.55\|75206;2026-06-18\|65.77\|5.30\|64.13\|69.00\|62.46\|82084;2026-06-22\|67.33\|2.37\|65.78\|68.00\|63.50\|60545;2026-06-23\|69.79\|3.65\|66.88\|73.80\|66.05\|62843;2026-06-24\|73.94\|5.95\|68.78\|73.98\|66.66\|59065;2026-06-25\|88.73\|20.00\|73.43\|88.73\|72.04\|85833;2026-06-26\|94.00\|5.94\|92.48\|98.00\|91.50\|85903;2026-06-29\|97.97\|4.22\|98.70\|100.88\|90.50\|76014;2026-06-30\|107.00\|9.22\|100.00\|107.75\|94.01\|83191;2026-07-01\|112.00\|4.67\|105.10\|115.01\|103.05\|78244;2026-07-02\|105.28\|-6.00\|101.97\|112.00\|99.00\|73640;2026-07-03\|112.20\|6.57\|106.99\|118.50\|106.50\|66623;2026-07-06\|89.76\|-20.00\|113.22\|114.98\|89.76\|74281;2026-07-07\|87.00\|-3.07\|89.76\|93.76\|86.00\|45902;2026-07-08\|85.41\|-1.83\|88.74\|89.81\|72.00\|85230;2026-07-09\|92.00\|7.72\|83.00\|93.75\|82.66\|44771;2026-07-10\|86.89\|-5.55\|92.30\|94.99\|86.40\|31294;2026-07-13\|81.88\|-5.77\|88.00\|89.49\|80.04\|34510;2026-07-14\|88.38\|7.94\|83.16\|88.49\|76.02\|35302;2026-07-15\|84.60\|-4.28\|90.11\|90.98\|84.00\|26247;2026-07-16\|82.09\|-2.97\|84.40\|86.06\|81.20\|19329;2026-07-17\|80.01\|-2.53\|81.32\|85.03\|76.00\|35578
102932	年报及一季报密集披露	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商；一季度净利润同比增长89.22%	2026-03-10\|43.62\|3.12\|42.34\|44.39\|41.50\|100910;2026-03-11\|43.08\|-1.24\|43.70\|45.97\|42.38\|111459;2026-03-12\|45.54\|5.71\|42.92\|45.54\|40.44\|88323;2026-03-13\|44.49\|-2.31\|44.00\|47.00\|43.88\|92835;2026-03-16\|42.07\|-5.44\|45.38\|46.00\|39.88\|132739;2026-03-17\|41.79\|-0.67\|42.67\|44.28\|40.56\|83681;2026-03-18\|50.15\|20.00\|43.00\|50.15\|42.00\|116593;2026-03-19\|42.03\|-16.19\|47.65\|47.80\|41.80\|204494;2026-03-20\|38.75\|-7.80\|41.61\|42.32\|38.68\|140154;2026-03-23\|34.90\|-9.94\|37.10\|37.86\|34.60\|111634;2026-03-24\|38.67\|10.80\|36.64\|38.98\|35.00\|119498;2026-03-25\|40.50\|4.73\|40.00\|41.58\|39.37\|119510;2026-03-26\|38.23\|-5.60\|39.50\|40.60\|37.94\|73105;2026-03-27\|37.73\|-1.31\|37.13\|38.50\|36.71\|57209;2026-03-30\|36.72\|-2.68\|36.76\|37.39\|35.93\|59990;2026-03-31\|34.83\|-5.15\|36.09\|36.62\|34.70\|58509;2026-04-01\|37.02\|6.29\|36.88\|38.66\|36.50\|84973;2026-04-02\|39.28\|6.10\|37.50\|42.86\|37.50\|170645;2026-04-03\|38.50\|-1.99\|40.82\|40.90\|37.90\|139668;2026-04-07\|38.38\|-0.31\|39.36\|40.38\|38.37\|86356;2026-04-08\|40.91\|6.59\|39.95\|41.15\|39.56\|92502;2026-04-09\|40.45\|-1.12\|39.80\|41.63\|39.38\|68259;2026-04-10\|40.65\|0.49\|41.30\|41.86\|40.43\|70494;2026-04-13\|40.53\|-0.30\|40.11\|41.06\|39.80\|53976;2026-04-14\|41.12\|1.46\|41.70\|42.15\|40.59\|63447;2026-04-15\|40.50\|-1.51\|41.80\|42.15\|40.23\|51369;2026-04-16\|40.69\|0.47\|40.88\|41.10\|40.10\|38707;2026-04-17\|42.33\|4.03\|40.29\|43.10\|39.90\|69431;2026-04-20\|41.11\|-2.88\|42.28\|42.81\|40.95\|66008;2026-04-21\|41.74\|1.53\|40.80\|42.24\|40.15\|67834;2026-04-22\|44.00\|5.41\|42.00\|44.95\|42.00\|79989;2026-04-23\|41.22\|-6.32\|44.04\|46.20\|40.87\|86258;2026-04-24\|41.05\|-0.41\|41.00\|41.64\|39.87\|61912;2026-04-27\|43.08\|4.95\|41.31\|43.35\|41.15\|58122;2026-04-28\|49.36\|14.58\|46.90\|51.68\|46.60\|165067;2026-04-29\|54.44\|10.29\|49.17\|58.00\|48.55\|171399;2026-04-30\|54.18\|-0.48\|55.53\|58.49\|54.11\|131642;2026-05-06\|55.99\|3.34\|56.27\|58.94\|55.75\|104835;2026-05-07\|57.78\|3.20\|56.37\|58.35\|54.38\|94899;2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788
102931	年报及一季报密集披露	病理AI+医疗服务+三季报减亏行业原因： 1、1月12日晚间，药明康德发布2025年度业绩预增公告，公司预计2025年归母净利润约为191.51亿元，同比大幅增长约102.65%。 2、蚂蚁阿福发布一个月后，月活突破3000万，单日提问量超1000万。继OpenAI上周推出医疗健康产品后，Anthropic紧随其后进军医疗领域。公司原因： 1、据2025年半年度报告，公司携手朗珈软件、中国信通院华东分院工创中心推进病理组织学大型标准数据库搭建，把握病理AI商业化先发优势。 2、据2025年10月28日三季报，公司前三季度营收11.02亿元，归母净利润亏损66.77万元，亏损同比缩小98.35%，业绩显著改善。 3、据2025年半年度报告，公司已形成“检验+病理+公共卫生+精准+学术交流”五合一区域平台，为各级医疗机构提供专业化医学检验及病理诊断服务。	公司与上海市经济和信息化委员会正式签署任务书，启动《基于病理数字切片标注的单病种智能初筛机器人诊断标准数据集》项目建设，构建病理AI诊断标准基础数据平台，在病理AI方面迈出实质性一步；参股公司志诺维思 (持股 20%)，专注 AI 病理图像判读；一季度净利润同比增长556.80%	2026-03-10\|10.74\|2.19\|10.60\|10.75\|10.55\|62766;2026-03-11\|10.65\|-0.84\|10.75\|10.76\|10.63\|52323;2026-03-12\|10.49\|-1.50\|10.66\|10.76\|10.47\|41429;2026-03-13\|10.43\|-0.57\|10.51\|10.58\|10.42\|38300;2026-03-16\|10.52\|0.86\|10.50\|10.54\|10.42\|44661;2026-03-17\|10.38\|-1.33\|10.59\|10.65\|10.37\|37963;2026-03-18\|10.58\|1.93\|10.38\|10.60\|10.37\|44490;2026-03-19\|10.29\|-2.74\|10.52\|10.59\|10.26\|46463;2026-03-20\|10.06\|-2.24\|10.30\|10.47\|10.06\|48200;2026-03-23\|9.25\|-8.05\|9.85\|9.88\|9.20\|80245;2026-03-24\|9.78\|5.73\|9.69\|9.79\|9.40\|90725;2026-03-25\|9.75\|-0.31\|9.83\|9.87\|9.68\|66233;2026-03-26\|9.62\|-1.33\|9.72\|9.90\|9.57\|51910;2026-03-27\|9.98\|3.74\|9.58\|9.99\|9.52\|65468;2026-03-30\|9.97\|-0.10\|9.90\|10.08\|9.81\|54252;2026-03-31\|9.89\|-0.80\|9.96\|10.18\|9.88\|46415;2026-04-01\|10.30\|4.15\|10.00\|10.32\|9.93\|78316;2026-04-02\|10.23\|-0.68\|10.37\|10.48\|10.16\|72313;2026-04-03\|9.79\|-4.30\|10.19\|10.23\|9.76\|62921;2026-04-07\|9.95\|1.63\|9.82\|10.03\|9.72\|46819;2026-04-08\|10.16\|2.11\|10.17\|10.23\|10.01\|49756;2026-04-09\|9.84\|-3.15\|10.14\|10.23\|9.80\|61116;2026-04-10\|9.94\|1.02\|9.92\|10.09\|9.86\|46177;2026-04-13\|9.77\|-1.71\|9.94\|9.94\|9.73\|49731;2026-04-14\|9.93\|1.64\|9.92\|9.93\|9.72\|53792;2026-04-15\|9.94\|0.10\|10.02\|10.10\|9.84\|58278;2026-04-16\|9.95\|0.10\|9.93\|9.96\|9.81\|44521;2026-04-17\|9.74\|-2.11\|9.92\|9.94\|9.63\|52205;2026-04-20\|9.81\|0.72\|9.72\|9.84\|9.63\|39756;2026-04-21\|9.61\|-2.04\|9.78\|9.86\|9.58\|40132;2026-04-22\|9.68\|0.73\|9.71\|9.71\|9.54\|33119;2026-04-23\|9.48\|-2.07\|9.62\|9.69\|9.44\|47305;2026-04-24\|9.47\|-0.11\|9.43\|9.53\|9.33\|40484;2026-04-27\|9.52\|0.53\|9.41\|9.57\|9.22\|58915;2026-04-28\|9.49\|-0.32\|9.49\|9.73\|9.42\|60792;2026-04-29\|10.52\|10.85\|10.06\|10.77\|10.06\|290456;2026-04-30\|10.33\|-1.81\|10.52\|10.70\|10.30\|197940;2026-05-06\|10.47\|1.36\|10.37\|10.53\|10.35\|101949;2026-05-07\|10.66\|1.81\|10.43\|10.84\|10.38\|140474;2026-05-08\|10.91\|2.35\|10.80\|11.03\|10.67\|148916;2026-05-11\|11.21\|2.75\|10.91\|11.26\|10.89\|151802;2026-05-12\|10.87\|-3.03\|11.12\|11.13\|10.84\|101986;2026-05-13\|10.96\|0.83\|10.87\|11.08\|10.83\|77629;2026-05-14\|10.73\|-2.10\|10.95\|11.05\|10.73\|74358;2026-05-15\|10.64\|-0.84\|10.80\|10.97\|10.55\|78002;2026-05-18\|10.70\|0.56\|10.65\|10.91\|10.50\|61643;2026-05-19\|10.91\|1.96\|10.73\|10.97\|10.65\|66978;2026-05-20\|10.77\|-1.28\|10.88\|10.96\|10.66\|51261;2026-05-21\|10.37\|-3.71\|10.77\|10.85\|10.30\|71186;2026-05-22\|10.55\|1.74\|10.44\|10.58\|10.27\|65931;2026-05-25\|10.71\|1.52\|10.56\|10.99\|10.54\|89568;2026-05-26\|10.38\|-3.08\|10.66\|10.73\|10.23\|65591;2026-05-27\|9.97\|-3.95\|10.33\|10.33\|9.88\|69425;2026-05-28\|10.05\|0.80\|10.01\|10.15\|9.82\|59632;2026-05-29\|9.76\|-2.89\|10.03\|10.15\|9.70\|64339;2026-06-01\|9.83\|0.72\|9.69\|9.92\|9.67\|55465;2026-06-02\|9.38\|-4.58\|9.86\|9.93\|9.34\|85752;2026-06-03\|9.04\|-3.62\|9.38\|9.42\|8.98\|80969;2026-06-04\|8.74\|-3.32\|9.04\|9.05\|8.66\|82741;2026-06-05\|8.84\|1.14\|8.77\|8.93\|8.69\|77588;2026-06-08\|8.44\|-2.54\|8.50\|8.79\|8.32\|88467;2026-06-09\|8.73\|3.44\|8.50\|8.93\|8.34\|101555;2026-06-10\|8.50\|-2.63\|8.62\|8.68\|8.35\|75905;2026-06-11\|8.27\|-2.71\|8.45\|8.51\|8.15\|77352;2026-06-12\|8.61\|4.11\|8.33\|8.65\|8.27\|77244;2026-06-15\|8.57\|-0.46\|8.59\|8.70\|8.49\|62128;2026-06-16\|8.57\|0.00\|8.55\|8.61\|8.40\|52010;2026-06-17\|8.48\|-1.05\|8.57\|8.57\|8.38\|44772;2026-06-18\|8.66\|2.12\|8.46\|8.75\|8.42\|62845;2026-06-22\|8.65\|-0.12\|8.57\|8.65\|8.23\|81804;2026-06-23\|9.00\|4.05\|8.66\|9.11\|8.66\|104235;2026-06-24\|8.84\|-1.78\|8.95\|9.00\|8.72\|74792;2026-06-25\|8.65\|-2.15\|8.77\|8.84\|8.40\|69154;2026-06-26\|8.05\|-6.94\|8.56\|8.61\|8.05\|94844;2026-06-29\|8.42\|4.60\|8.03\|8.43\|7.86\|114513;2026-06-30\|8.17\|-2.97\|8.42\|8.42\|8.05\|84825;2026-07-01\|8.69\|6.36\|8.22\|8.72\|8.12\|119703;2026-07-02\|8.77\|0.92\|8.66\|8.91\|8.60\|88641;2026-07-03\|8.91\|1.60\|8.87\|9.01\|8.63\|76104;2026-07-06\|8.82\|-1.01\|8.89\|9.01\|8.80\|60341;2026-07-07\|8.53\|-3.29\|8.79\|8.79\|8.51\|68138;2026-07-08\|8.42\|-1.29\|8.48\|8.56\|8.31\|62631;2026-07-09\|8.41\|-0.12\|8.40\|8.63\|8.22\|63753;2026-07-10\|8.64\|2.73\|8.32\|8.82\|8.23\|81342;2026-07-13\|8.84\|2.31\|8.63\|8.94\|8.53\|115658;2026-07-14\|9.15\|3.51\|8.87\|9.25\|8.78\|133589;2026-07-15\|9.57\|4.59\|9.03\|9.90\|8.99\|190822;2026-07-16\|9.54\|-0.31\|9.46\|9.69\|9.22\|158650;2026-07-17\|8.86\|-7.13\|9.46\|9.54\|8.80\|141535
102930	年报及一季报密集披露	人形机器人+PCB+数控机床+预增 1、据2025年3月6日投资者关系记录表，公司数控机床已用于人形机器人部分零部件加工制造，并具备相关应用案例和客户。 2、据2025年8月20日互动易，公司数控机床已批量用于光模块及PCB生产设备金属零部件加工，具备实际订单与客户案例。 3、据2025年1月28日公告，公司预计2025年净利润3.10–3.70亿元，同比增长51–80%，主因消费电子、新能源汽车等下游高景气带动机床销量提升。	公司主营业务为数控机床研产销，可加工人形机器人外框、关节等金属部件；一季度净利润同比增41.98%	2026-03-10\|71.74\|3.52\|70.38\|71.82\|70.33\|15301;2026-03-11\|74.46\|3.79\|75.00\|77.16\|73.89\|43239;2026-03-12\|71.88\|-3.46\|73.76\|74.00\|71.81\|26424;2026-03-13\|72.18\|0.42\|71.72\|74.08\|71.61\|22022;2026-03-16\|70.88\|-1.80\|71.99\|72.16\|69.78\|18868;2026-03-17\|68.48\|-3.39\|71.24\|71.65\|68.41\|17552;2026-03-18\|69.87\|2.03\|68.66\|69.88\|68.66\|10976;2026-03-19\|68.56\|-1.87\|68.99\|69.61\|68.00\|15031;2026-03-20\|67.26\|-1.90\|69.00\|69.55\|67.20\|12470;2026-03-23\|62.68\|-6.81\|66.00\|66.30\|62.31\|19776;2026-03-24\|64.48\|2.87\|64.10\|64.56\|62.77\|14331;2026-03-25\|71.22\|10.45\|65.04\|72.58\|65.00\|47077;2026-03-26\|70.48\|-1.04\|70.51\|71.69\|70.05\|20094;2026-03-27\|69.63\|-1.21\|69.82\|70.39\|69.00\|20483;2026-03-30\|69.89\|0.37\|69.00\|70.31\|68.52\|12390;2026-03-31\|72.12\|3.19\|70.08\|72.80\|69.27\|33258;2026-04-01\|72.57\|0.62\|73.00\|74.56\|72.28\|25763;2026-04-02\|70.20\|-3.27\|72.35\|72.70\|69.85\|18017;2026-04-03\|69.31\|-1.27\|70.84\|71.03\|69.31\|12430;2026-04-07\|69.67\|0.52\|69.32\|71.39\|69.22\|11991;2026-04-08\|72.75\|4.42\|71.90\|72.96\|71.48\|22882;2026-04-09\|71.42\|-1.83\|72.00\|72.46\|71.36\|14160;2026-04-10\|72.32\|1.26\|71.87\|73.26\|71.87\|16114;2026-04-13\|74.90\|3.57\|71.76\|75.00\|71.61\|26876;2026-04-14\|75.50\|0.80\|75.11\|75.94\|74.61\|22437;2026-04-15\|75.34\|-0.21\|75.77\|76.50\|74.12\|29209;2026-04-16\|90.41\|20.00\|79.65\|90.41\|79.20\|123154;2026-04-17\|94.50\|4.52\|90.00\|97.34\|86.86\|125503;2026-04-20\|103.50\|9.52\|98.81\|108.88\|98.63\|103028;2026-04-21\|100.66\|-2.74\|103.00\|103.33\|97.61\|78129;2026-04-22\|108.59\|7.88\|100.59\|110.37\|98.30\|75629;2026-04-23\|108.00\|-0.54\|107.10\|111.79\|105.66\|57000;2026-04-24\|106.52\|-1.37\|107.27\|110.00\|104.18\|43368;2026-04-27\|105.10\|-1.33\|107.00\|109.87\|104.88\|57165;2026-04-28\|101.66\|-3.27\|105.11\|105.42\|100.65\|37697;2026-04-29\|112.75\|10.91\|101.61\|114.80\|100.00\|73755;2026-04-30\|108.85\|-3.46\|111.63\|115.00\|106.51\|43980;2026-05-06\|116.82\|7.32\|111.00\|117.41\|108.18\|62974;2026-05-07\|123.87\|6.03\|117.57\|128.66\|117.57\|61129;2026-05-08\|133.71\|7.94\|130.92\|139.98\|128.00\|59485;2026-05-11\|132.51\|-0.90\|136.06\|142.00\|131.02\|86503;2026-05-12\|132.96\|0.34\|131.95\|134.90\|129.55\|43310;2026-05-13\|136.95\|3.00\|131.29\|139.30\|129.88\|39780;2026-05-14\|136.66\|-0.21\|135.36\|142.63\|134.00\|36302;2026-05-15\|137.18\|0.38\|136.38\|143.52\|135.12\|43326;2026-05-18\|135.05\|-1.55\|135.00\|139.80\|133.00\|35470;2026-05-19\|141.70\|4.92\|134.51\|142.91\|132.60\|32865;2026-05-20\|141.05\|-0.46\|139.00\|150.00\|139.00\|36872;2026-05-21\|140.97\|-0.06\|142.01\|148.30\|140.00\|47786;2026-05-22\|137.80\|-2.25\|139.57\|140.48\|133.01\|44270;2026-05-25\|135.30\|-1.81\|138.17\|139.67\|131.26\|36958;2026-05-26\|130.44\|-3.59\|135.30\|135.38\|128.00\|29796;2026-05-27\|124.52\|-4.54\|130.37\|130.45\|123.13\|44078;2026-05-28\|134.50\|8.01\|125.50\|137.44\|124.77\|46923;2026-05-29\|126.63\|-5.85\|133.79\|134.50\|125.00\|32679;2026-06-01\|125.92\|-0.56\|128.01\|129.79\|122.09\|28718;2026-06-02\|131.50\|4.43\|125.93\|134.46\|124.14\|30602;2026-06-03\|128.32\|-2.42\|130.79\|134.77\|126.62\|23485;2026-06-04\|130.73\|1.88\|126.50\|131.70\|125.00\|25363;2026-06-05\|138.65\|6.06\|129.66\|142.51\|128.50\|44057;2026-06-08\|137.37\|-0.92\|133.16\|143.04\|132.84\|36290;2026-06-09\|140.60\|2.35\|138.15\|143.32\|135.50\|48473;2026-06-10\|125.86\|-10.48\|135.69\|136.66\|121.04\|52833;2026-06-11\|122.39\|-2.76\|124.50\|125.50\|121.05\|26349;2026-06-12\|121.76\|-0.51\|125.52\|128.32\|121.33\|20449;2026-06-15\|130.40\|7.10\|122.98\|134.30\|122.98\|28192;2026-06-16\|146.11\|12.05\|130.39\|148.00\|130.39\|42644;2026-06-17\|146.50\|0.27\|144.18\|148.72\|142.00\|27841;2026-06-18\|146.80\|0.20\|145.50\|149.37\|142.65\|22926;2026-06-22\|132.00\|-10.08\|146.80\|147.14\|128.39\|39793;2026-06-23\|133.22\|0.92\|132.08\|146.08\|131.00\|38982;2026-06-24\|138.00\|3.74\|134.33\|140.80\|130.20\|40771;2026-06-25\|135.21\|-2.02\|136.99\|138.00\|129.51\|37811;2026-06-26\|126.00\|-6.81\|135.84\|135.84\|124.33\|30449;2026-06-29\|122.04\|-3.14\|127.00\|128.22\|118.70\|23203;2026-06-30\|143.80\|17.83\|122.26\|146.13\|122.00\|54600;2026-07-01\|138.86\|-3.44\|142.00\|145.48\|135.77\|30182;2026-07-02\|144.73\|4.23\|135.53\|151.73\|133.68\|51237;2026-07-03\|159.99\|10.54\|144.00\|161.39\|142.63\|77449;2026-07-06\|156.05\|-2.46\|160.51\|161.00\|150.18\|66607;2026-07-07\|149.08\|-4.47\|152.15\|157.50\|146.40\|43011;2026-07-08\|134.01\|-10.11\|150.00\|152.50\|132.01\|52863;2026-07-09\|143.50\|7.08\|135.14\|143.58\|130.51\|45026;2026-07-10\|139.07\|-3.09\|144.05\|147.80\|138.73\|27613;2026-07-13\|128.00\|-7.96\|138.50\|138.50\|126.32\|34676;2026-07-14\|133.68\|4.44\|128.99\|134.86\|126.00\|23289;2026-07-15\|136.90\|2.41\|135.01\|142.96\|134.37\|33193;2026-07-16\|134.74\|-1.58\|134.00\|139.80\|132.10\|25193;2026-07-17\|113.45\|-15.80\|133.01\|134.48\|113.00\|40360
102929	年报及一季报密集披露	涨停揭秘：品牌家居出口占比超95%，2025年净利润同比增长0.67%，海外渠道壁垒稳固，年报披露后估值性价比凸显；涨停缘由：欧美地产销售边际回暖带动家居需求；自有品牌溢价能力提升；汇兑收益增厚利润；年报季资金偏好低估值、高分红、现金流稳定的消费出海标的；资金逻辑：资金从高波动题材转向防御性资产，北向资金持续回补消费出海板块，机构持仓比例环比上升；风险提示：海外通胀反复或抑制终端消费，海运成本回升可能挤压利润率	公司主要从事品牌家居，出口占比超95%；25年净利润同比增长0.67%	2026-03-10\|17.53\|2.75\|17.15\|17.87\|17.15\|40555;2026-03-11\|17.65\|0.68\|17.51\|17.87\|17.48\|38942;2026-03-12\|17.28\|-2.10\|17.60\|17.68\|17.25\|31946;2026-03-13\|17.18\|-0.58\|17.22\|17.44\|17.15\|21920;2026-03-16\|17.26\|0.47\|17.11\|17.29\|16.99\|25540;2026-03-17\|17.48\|1.27\|17.32\|17.78\|17.31\|41277;2026-03-18\|17.58\|0.57\|17.49\|17.62\|17.28\|32058;2026-03-19\|17.13\|-2.56\|17.40\|17.65\|17.03\|24704;2026-03-20\|16.71\|-2.45\|17.13\|17.27\|16.71\|26120;2026-03-23\|15.94\|-4.61\|16.56\|16.56\|15.71\|36110;2026-03-24\|16.26\|2.01\|16.22\|16.28\|15.89\|27655;2026-03-25\|16.32\|0.37\|16.35\|16.49\|16.26\|26063;2026-03-26\|16.13\|-1.16\|16.32\|16.61\|16.06\|17353;2026-03-27\|16.30\|1.05\|15.95\|16.40\|15.94\|28420;2026-03-30\|16.12\|-1.10\|16.14\|16.24\|15.87\|22142;2026-03-31\|15.99\|-0.81\|16.08\|16.36\|15.97\|16820;2026-04-01\|16.27\|1.75\|16.15\|16.42\|16.13\|26127;2026-04-02\|15.86\|-2.52\|16.21\|16.24\|15.83\|25349;2026-04-03\|15.39\|-2.96\|15.86\|15.95\|15.35\|25942;2026-04-07\|15.36\|-0.19\|15.44\|15.59\|15.27\|26240;2026-04-08\|15.90\|3.52\|15.80\|16.00\|15.70\|35683;2026-04-09\|15.50\|-2.52\|15.84\|15.92\|15.44\|22640;2026-04-10\|15.71\|1.35\|15.59\|15.89\|15.59\|19764;2026-04-13\|15.66\|-0.32\|15.62\|15.91\|15.55\|19643;2026-04-14\|15.86\|1.28\|15.78\|15.89\|15.66\|19362;2026-04-15\|16.05\|1.20\|15.91\|16.37\|15.88\|35707;2026-04-16\|16.37\|1.99\|16.12\|16.84\|16.06\|60401;2026-04-17\|16.11\|-1.59\|16.38\|16.39\|15.93\|46783;2026-04-20\|16.37\|1.61\|16.17\|16.43\|16.01\|39751;2026-04-21\|16.67\|1.83\|16.35\|16.79\|16.32\|38971;2026-04-22\|16.60\|-0.42\|16.57\|17.00\|16.48\|33837;2026-04-23\|16.50\|-0.60\|16.61\|16.72\|16.40\|27034;2026-04-24\|16.09\|-2.48\|16.42\|16.63\|15.90\|37069;2026-04-27\|16.00\|-0.56\|16.15\|16.25\|15.70\|37042;2026-04-28\|15.80\|-1.25\|16.01\|16.07\|15.74\|23583;2026-04-29\|17.58\|11.27\|15.65\|17.88\|15.63\|169820;2026-04-30\|16.65\|-5.29\|17.58\|17.68\|16.52\|82153;2026-05-06\|16.99\|2.04\|16.70\|17.18\|16.65\|60342;2026-05-07\|17.66\|3.94\|16.93\|17.92\|16.90\|63623;2026-05-08\|17.66\|0.00\|17.68\|18.10\|17.57\|48725;2026-05-11\|18.50\|4.76\|17.70\|18.88\|17.35\|74245;2026-05-12\|17.91\|-3.19\|18.37\|18.48\|17.83\|40329;2026-05-13\|17.54\|-2.07\|17.88\|17.91\|17.39\|31052;2026-05-14\|17.74\|1.14\|17.53\|18.22\|17.23\|58689;2026-05-15\|18.48\|4.17\|18.04\|18.74\|18.00\|60591;2026-05-18\|17.57\|-4.92\|18.11\|18.33\|17.41\|53966;2026-05-19\|17.87\|1.71\|17.55\|17.97\|17.26\|35432;2026-05-20\|19.08\|6.77\|18.30\|19.38\|18.30\|102029;2026-05-21\|18.12\|-5.03\|18.91\|19.17\|18.12\|68167;2026-05-22\|18.79\|3.70\|18.86\|19.15\|18.52\|80128;2026-05-25\|19.02\|1.22\|19.77\|19.86\|18.60\|75793;2026-05-26\|18.41\|-3.21\|19.03\|19.04\|18.07\|57710;2026-05-27\|17.57\|-4.56\|18.29\|18.30\|17.46\|57804;2026-05-28\|17.81\|1.37\|17.51\|18.19\|17.42\|48641;2026-05-29\|17.62\|-1.07\|17.81\|17.89\|17.28\|33909;2026-06-01\|18.40\|4.43\|17.22\|18.52\|17.06\|58946;2026-06-02\|17.76\|-2.42\|18.38\|18.40\|17.58\|32468;2026-06-03\|18.26\|2.82\|17.64\|18.60\|17.30\|50508;2026-06-04\|18.06\|-1.10\|18.18\|18.53\|17.89\|25317;2026-06-05\|17.53\|-2.93\|18.05\|18.37\|17.37\|33255;2026-06-08\|16.67\|-4.91\|17.18\|17.51\|16.46\|34712;2026-06-09\|16.86\|1.14\|16.70\|17.05\|16.48\|22898;2026-06-10\|16.66\|-1.19\|16.84\|16.99\|16.40\|17327;2026-06-11\|16.07\|-3.54\|16.57\|16.61\|15.97\|24438;2026-06-12\|16.07\|0.00\|16.11\|16.79\|16.03\|41566;2026-06-15\|15.86\|-1.31\|16.17\|16.35\|15.52\|34652;2026-06-16\|15.83\|-0.19\|15.78\|15.90\|15.38\|34879;2026-06-17\|15.65\|-1.14\|15.73\|15.87\|15.50\|15703;2026-06-18\|15.28\|-2.36\|15.56\|15.63\|15.23\|21789;2026-06-22\|15.75\|3.08\|15.31\|15.76\|14.80\|31154;2026-06-23\|15.89\|0.89\|15.66\|16.65\|15.50\|31208;2026-06-24\|16.21\|2.01\|15.86\|16.41\|15.43\|31666;2026-06-25\|17.80\|9.81\|16.36\|19.06\|16.36\|132659;2026-06-26\|16.99\|-4.55\|17.51\|17.85\|16.71\|67745;2026-06-29\|17.61\|3.65\|16.80\|17.83\|16.74\|51907;2026-06-30\|17.72\|0.62\|17.62\|18.05\|17.21\|40207;2026-07-01\|18.00\|1.58\|17.59\|18.14\|17.42\|38250;2026-07-02\|18.61\|3.39\|17.81\|19.00\|17.71\|56291;2026-07-03\|19.21\|3.22\|18.82\|19.61\|18.63\|50302;2026-07-06\|19.50\|1.51\|19.21\|19.70\|18.60\|43344;2026-07-07\|19.20\|-1.54\|19.49\|19.49\|19.01\|25666;2026-07-08\|18.86\|-1.77\|19.20\|19.21\|18.77\|17750;2026-07-09\|19.09\|1.22\|18.80\|19.24\|18.44\|22412;2026-07-10\|18.81\|-1.47\|18.90\|19.30\|18.80\|19109;2026-07-13\|18.74\|-0.37\|18.80\|19.20\|18.63\|17000;2026-07-14\|18.59\|-0.80\|18.71\|18.71\|18.20\|17354;2026-07-15\|18.51\|-0.43\|18.75\|18.95\|18.38\|17974;2026-07-16\|18.52\|0.05\|18.38\|19.18\|18.26\|21800;2026-07-17\|17.66\|-4.64\|18.21\|18.57\|17.61\|25209
102928	年报及一季报密集披露	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	轨道交通减振降噪行业龙头，拟4.15亿元收购晶禧半导体；一季报业绩同比减亏	2026-03-10\|26.55\|2.91\|26.74\|26.76\|25.57\|31032;2026-03-11\|25.01\|-5.80\|26.55\|26.68\|25.01\|37359;2026-03-12\|24.50\|-2.04\|25.01\|25.34\|24.08\|46724;2026-03-13\|24.30\|-0.82\|24.12\|25.08\|23.78\|30024;2026-03-16\|23.42\|-3.62\|24.29\|25.04\|23.00\|37101;2026-03-17\|23.21\|-0.90\|23.43\|23.99\|22.81\|34731;2026-03-18\|25.76\|10.99\|22.91\|25.90\|22.91\|49165;2026-03-19\|24.35\|-5.47\|25.81\|25.81\|23.80\|41684;2026-03-20\|24.61\|1.07\|24.13\|26.12\|24.13\|41989;2026-03-23\|22.92\|-6.87\|24.50\|24.50\|22.30\|44357;2026-03-24\|25.82\|12.65\|22.94\|25.82\|22.94\|78025;2026-03-25\|26.25\|1.67\|25.89\|27.08\|25.60\|38382;2026-03-26\|26.15\|-0.38\|26.34\|26.86\|25.84\|42967;2026-03-27\|28.73\|9.87\|26.14\|29.20\|25.50\|68158;2026-03-30\|26.82\|-6.65\|26.78\|30.17\|22.98\|180320;2026-03-31\|24.70\|-7.90\|26.31\|26.32\|24.07\|85073;2026-04-01\|24.82\|0.49\|24.33\|25.80\|24.01\|66343;2026-04-02\|26.08\|5.08\|24.50\|26.68\|24.47\|78727;2026-04-03\|31.30\|20.02\|27.81\|31.30\|26.15\|211293;2026-04-07\|33.51\|7.06\|31.20\|34.37\|29.68\|191553;2026-04-08\|40.21\|19.99\|34.18\|40.21\|34.18\|146299;2026-04-09\|39.70\|-1.27\|41.25\|43.99\|38.71\|259093;2026-04-10\|40.50\|2.02\|38.90\|41.60\|38.00\|186253;2026-04-13\|44.30\|9.38\|40.49\|44.37\|38.80\|151033;2026-04-14\|42.81\|-3.36\|44.31\|45.98\|42.05\|136730;2026-04-15\|42.01\|-1.87\|41.56\|43.66\|41.10\|100643;2026-04-16\|43.32\|3.12\|42.13\|43.79\|40.64\|119686;2026-04-17\|43.50\|0.42\|44.03\|49.58\|43.15\|151453;2026-04-20\|43.14\|-0.83\|44.36\|46.34\|41.00\|141681;2026-04-21\|45.68\|5.89\|42.80\|47.56\|41.20\|144398;2026-04-22\|47.55\|4.09\|44.80\|49.69\|43.80\|140662;2026-04-23\|44.75\|-5.89\|46.98\|48.59\|44.10\|122399;2026-04-24\|44.63\|-0.27\|43.94\|46.80\|43.41\|105906;2026-04-27\|48.00\|7.55\|44.32\|49.60\|43.06\|135087;2026-04-28\|48.30\|0.62\|48.50\|50.00\|47.20\|153894;2026-04-29\|54.20\|12.22\|48.00\|55.58\|47.47\|152030;2026-04-30\|55.20\|1.84\|54.30\|56.91\|52.58\|126943;2026-05-06\|56.10\|1.63\|56.65\|57.59\|52.02\|132403;2026-05-07\|59.96\|6.88\|55.09\|61.68\|53.00\|141146;2026-05-08\|63.99\|6.72\|58.49\|64.71\|58.49\|109900;2026-05-11\|63.42\|-0.89\|65.27\|67.00\|61.87\|107776;2026-05-12\|60.39\|-4.78\|63.42\|63.87\|60.18\|82169;2026-05-13\|59.30\|-1.80\|59.89\|60.58\|57.11\|89930;2026-05-14\|59.21\|-0.15\|60.71\|62.88\|58.58\|76925;2026-05-15\|56.18\|-5.12\|58.83\|60.66\|53.58\|110600;2026-05-18\|54.39\|-3.19\|55.50\|57.53\|53.72\|78931;2026-05-19\|55.55\|2.13\|54.99\|57.86\|52.62\|92203;2026-05-20\|59.80\|7.65\|54.63\|60.00\|52.00\|107880;2026-05-21\|54.86\|-8.26\|61.00\|61.00\|54.66\|101945;2026-05-22\|56.05\|2.17\|55.00\|58.91\|54.00\|76884;2026-05-25\|55.19\|-1.53\|56.50\|56.97\|50.13\|100421;2026-05-26\|58.76\|6.47\|55.00\|59.40\|52.88\|88532;2026-05-27\|54.21\|-7.74\|58.00\|59.96\|53.94\|80920;2026-05-28\|55.89\|3.10\|53.25\|56.86\|53.09\|60234;2026-05-29\|53.31\|-4.62\|56.00\|61.19\|52.90\|85591;2026-06-01\|50.65\|-4.99\|52.92\|53.55\|50.00\|58910;2026-06-02\|52.73\|4.11\|50.35\|54.69\|49.00\|58703;2026-06-03\|54.98\|4.27\|54.00\|57.50\|51.60\|89311;2026-06-04\|52.60\|-4.33\|53.70\|55.70\|50.50\|70428;2026-06-05\|52.20\|-0.76\|51.85\|54.39\|50.10\|50969;2026-06-08\|46.64\|-10.65\|50.00\|51.00\|46.47\|65274;2026-06-09\|47.36\|1.54\|48.00\|48.50\|45.88\|52765;2026-06-10\|56.83\|20.00\|47.35\|56.83\|44.78\|129758;2026-06-11\|52.41\|-7.78\|55.82\|55.88\|51.60\|103887;2026-06-12\|48.80\|-6.89\|52.70\|54.60\|48.73\|68017;2026-06-15\|51.13\|4.77\|49.28\|51.88\|48.01\|58550;2026-06-16\|52.14\|1.98\|50.96\|52.50\|50.05\|56585;2026-06-17\|56.58\|8.52\|51.50\|56.99\|51.50\|82050;2026-06-18\|67.90\|20.01\|57.88\|67.90\|56.71\|131170;2026-06-22\|72.27\|6.44\|71.47\|73.00\|67.99\|118735;2026-06-23\|69.99\|-3.15\|72.87\|74.00\|69.00\|98165;2026-06-24\|70.20\|0.30\|70.00\|71.00\|66.81\|69671;2026-06-25\|67.06\|-4.47\|70.20\|71.96\|66.83\|73182;2026-06-26\|62.91\|-6.19\|65.80\|65.99\|62.00\|58435;2026-06-29\|61.15\|-2.80\|62.21\|63.22\|58.00\|54110;2026-06-30\|64.06\|4.76\|61.00\|64.50\|59.62\|53101;2026-07-01\|65.01\|1.48\|65.27\|68.88\|63.31\|63350;2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|47784;2026-07-13\|49.22\|-5.58\|50.98\|52.91\|49.17\|44155;2026-07-14\|52.22\|6.10\|49.13\|53.50\|48.70\|42902;2026-07-15\|55.98\|7.20\|52.98\|58.88\|51.48\|69551;2026-07-16\|52.99\|-5.34\|55.10\|57.44\|52.58\|44369;2026-07-17\|47.22\|-10.89\|53.58\|53.58\|47.06\|50757
102927	年报及一季报密集披露	涨停揭秘：固态电池上料、输送及搅拌工序核心供应商，已签订数千万元固态电池产线及设备订单；一季度净利润同比增长338.62%；宁德时代单季净利润超两百亿，设备招标节奏加快；涨停缘由：固态电池设备国产替代加速、订单可见度高且执行确定性强、锂电设备行业景气度回升、绑定头部电池厂深度合作；资金逻辑：主力资金提前布局设备端弹性标的，该股近5日获主力净流入超1.2亿元；技术面突破年线，MACD金叉确认趋势转强；风险提示：固态电池量产进度不及预期将延缓设备交付；客户集中度高，单一订单波动影响业绩稳定性；应收账款周转率承压	公司为固态电池上料、输送及搅拌工序的核心供应商行列，并与多家客户签订了数千万元的固态电池产线及设备订单；一季度净利润同比增长338.62%	2026-03-10\|163.48\|1.73\|161.88\|168.98\|161.88\|12684;2026-03-11\|167.26\|2.31\|163.80\|173.53\|162.00\|17482;2026-03-12\|156.53\|-6.42\|165.03\|165.59\|154.00\|14861;2026-03-13\|151.12\|-3.46\|153.96\|158.99\|151.10\|11632;2026-03-16\|152.51\|0.92\|151.12\|153.96\|148.17\|7939;2026-03-17\|146.50\|-3.94\|152.39\|153.95\|146.30\|6171;2026-03-18\|151.59\|3.47\|147.00\|152.68\|146.51\|8970;2026-03-19\|149.11\|-1.64\|149.80\|153.19\|148.00\|6986;2026-03-20\|142.00\|-4.77\|150.18\|152.00\|142.00\|11289;2026-03-23\|132.92\|-6.39\|135.02\|141.99\|132.40\|9933;2026-03-24\|134.44\|1.14\|135.58\|136.80\|130.00\|8808;2026-03-25\|135.10\|0.49\|136.68\|138.83\|134.61\|10186;2026-03-26\|129.69\|-4.00\|134.93\|135.00\|128.60\|17027;2026-03-27\|138.78\|7.01\|127.79\|141.90\|127.08\|20913;2026-03-30\|139.50\|0.52\|136.86\|142.81\|132.20\|15083;2026-03-31\|135.01\|-3.22\|139.50\|141.00\|135.00\|11934;2026-04-01\|138.51\|2.59\|138.00\|143.69\|137.30\|9426;2026-04-02\|133.08\|-3.92\|137.64\|138.50\|131.40\|8577;2026-04-03\|130.38\|-2.03\|133.08\|135.29\|130.28\|4888;2026-04-07\|132.20\|1.40\|131.95\|134.80\|130.78\|5247;2026-04-08\|140.78\|6.49\|136.00\|142.00\|135.52\|12244;2026-04-09\|132.48\|-5.90\|138.98\|140.00\|131.38\|14929;2026-04-10\|140.20\|5.83\|132.39\|142.30\|132.00\|26509;2026-04-13\|137.91\|-1.63\|140.00\|142.20\|136.20\|15259;2026-04-14\|145.30\|5.36\|138.90\|146.00\|132.31\|23811;2026-04-15\|139.97\|-3.67\|142.00\|144.88\|139.17\|17142;2026-04-16\|145.68\|4.08\|140.00\|146.88\|139.99\|23500;2026-04-17\|165.00\|13.26\|145.43\|169.00\|143.20\|44396;2026-04-20\|166.50\|0.91\|162.99\|169.80\|161.90\|30028;2026-04-21\|169.57\|1.84\|165.10\|175.61\|161.08\|33525;2026-04-22\|164.90\|-2.75\|164.55\|167.50\|163.50\|23076;2026-04-23\|155.73\|-5.56\|164.00\|164.00\|154.93\|23136;2026-04-24\|155.83\|0.06\|155.73\|157.99\|151.87\|16831;2026-04-27\|157.00\|0.75\|152.00\|159.31\|147.40\|21521;2026-04-28\|154.00\|-1.91\|155.87\|157.79\|153.06\|12625;2026-04-29\|173.50\|12.66\|160.00\|178.00\|158.10\|39399;2026-04-30\|182.26\|5.05\|177.00\|182.30\|171.88\|35958;2026-05-06\|186.55\|2.35\|178.10\|190.56\|175.50\|29330;2026-05-07\|183.50\|-1.64\|183.00\|187.49\|181.69\|21718;2026-05-08\|180.44\|-1.67\|182.89\|189.99\|179.00\|18147;2026-05-11\|182.99\|1.41\|182.35\|185.54\|179.81\|21620;2026-05-12\|184.79\|0.98\|183.00\|188.50\|181.27\|19252;2026-05-13\|180.50\|-2.32\|182.00\|182.00\|176.00\|16118;2026-05-14\|174.14\|-3.52\|180.50\|180.50\|173.51\|13808;2026-05-15\|172.45\|-0.97\|175.77\|176.61\|170.94\|15802;2026-05-18\|172.35\|-0.06\|172.01\|179.20\|169.50\|15543;2026-05-19\|168.10\|-2.47\|171.31\|173.89\|165.09\|17751;2026-05-20\|169.00\|0.54\|166.56\|173.98\|162.53\|26643;2026-05-21\|153.04\|-9.44\|172.00\|173.62\|153.00\|29915;2026-05-22\|165.33\|8.03\|154.01\|168.30\|154.01\|28180;2026-05-25\|160.57\|-2.88\|166.00\|166.50\|157.70\|18774;2026-05-26\|157.83\|-1.71\|163.00\|165.98\|156.88\|18685;2026-05-27\|154.09\|-2.37\|160.80\|163.50\|152.04\|18209;2026-05-28\|155.66\|1.02\|155.47\|156.78\|151.07\|13188;2026-05-29\|145.32\|-6.64\|159.00\|159.83\|144.09\|19931;2026-06-01\|141.95\|-2.32\|145.63\|155.32\|140.50\|19094;2026-06-02\|140.03\|-1.35\|141.00\|143.50\|136.00\|16920;2026-06-03\|95.22\|-0.98\|96.16\|98.68\|93.50\|26826;2026-06-04\|95.49\|0.28\|94.58\|96.26\|93.61\|23798;2026-06-05\|95.20\|-0.30\|96.00\|97.77\|91.76\|22370;2026-06-08\|88.04\|-7.52\|90.50\|94.96\|86.70\|22835;2026-06-09\|90.93\|3.28\|88.81\|91.30\|87.30\|18944;2026-06-10\|87.53\|-3.74\|90.24\|90.99\|86.00\|17845;2026-06-11\|86.70\|-0.95\|86.00\|88.10\|85.54\|14552;2026-06-12\|89.99\|3.79\|87.55\|90.85\|86.84\|23286;2026-06-15\|94.85\|5.40\|89.99\|96.96\|89.00\|33819;2026-06-16\|102.84\|8.42\|96.60\|106.66\|96.01\|43042;2026-06-17\|106.97\|4.02\|102.21\|110.96\|101.20\|46876;2026-06-18\|107.40\|0.40\|106.80\|108.62\|104.38\|37790;2026-06-22\|110.41\|2.80\|106.64\|111.00\|102.88\|38599;2026-06-23\|107.02\|-3.07\|107.80\|110.40\|106.00\|23126;2026-06-24\|107.87\|0.79\|106.71\|108.60\|105.17\|20060;2026-06-25\|106.20\|-1.55\|107.76\|109.88\|105.01\|22449;2026-06-26\|100.53\|-5.34\|105.48\|106.20\|99.30\|27595;2026-06-29\|95.80\|-4.71\|101.05\|101.13\|93.59\|24000;2026-06-30\|101.32\|5.76\|95.86\|101.50\|95.75\|23701;2026-07-01\|95.39\|-5.85\|101.32\|101.67\|94.86\|23637;2026-07-02\|91.71\|-3.86\|96.03\|96.74\|90.70\|21158;2026-07-03\|90.71\|-1.09\|90.48\|92.66\|90.08\|17117;2026-07-06\|86.84\|-4.27\|90.88\|91.94\|86.45\|20044;2026-07-07\|82.50\|-5.00\|86.19\|88.59\|81.81\|22865;2026-07-08\|79.01\|-4.23\|82.94\|84.97\|78.01\|25335;2026-07-09\|79.16\|0.19\|79.36\|79.89\|75.01\|20946;2026-07-10\|77.49\|-2.11\|78.28\|80.42\|77.49\|17871;2026-07-13\|70.36\|-9.20\|76.10\|77.97\|70.29\|25910;2026-07-14\|73.16\|3.98\|70.26\|73.20\|68.73\|22952;2026-07-15\|71.33\|-2.50\|73.49\|74.80\|70.82\|17901;2026-07-16\|69.74\|-2.23\|71.60\|72.28\|69.13\|17648;2026-07-17\|64.10\|-8.09\|69.45\|69.99\|63.37\|25698
102926	年报及一季报密集披露	澳洲大单+储能逆变器+光伏设备行业原因： 1、当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，欧洲气价一日暴涨50%，催化户储需求预期。 2、东吴证券发布研报称，展望2026年海外户储行业，东欧及其他欧洲国家户储需求旺盛，亚非拉等市场低光储渗透率，户储成长空间大。公司原因： 1、据2026年1月26日公告，公司与Raystech Group Pty Ltd签订2026年销售合作协议，对方承诺2026年度澳洲户储出货容量不低于1GWh，协议为框架性约定，具体金额待后续合同确定。 2、据2025年12月4日机构调研，2025年前三季度工商业储能系统营收约3.7亿元，全年预计5.5–6亿元，业务快速放量。 3、据2025年半年度报告，公司已形成储能逆变器、储能电池、并网逆变器及微型逆变器全系列产能，2GWh储能电池及100万台光伏逆变器二期项目已投产，产能持续释放。	国际知名光伏储能系统提供商；一季度净利润同比增长45.05%	2026-03-10\|119.44\|-6.75\|122.00\|124.99\|117.50\|102838;2026-03-11\|133.05\|11.39\|119.09\|142.89\|115.77\|133028;2026-03-12\|145.60\|9.43\|136.42\|148.33\|133.21\|127401;2026-03-13\|144.59\|-0.69\|144.00\|154.98\|141.65\|118416;2026-03-16\|138.96\|-3.89\|145.00\|146.99\|138.00\|80923;2026-03-17\|133.61\|-3.85\|141.48\|141.77\|132.88\|75190;2026-03-18\|129.89\|-2.78\|133.53\|135.49\|125.05\|90085;2026-03-19\|130.94\|0.81\|134.00\|134.80\|127.30\|100645;2026-03-20\|144.00\|9.97\|128.81\|157.13\|128.81\|146884;2026-03-23\|135.87\|-5.65\|140.00\|147.00\|132.02\|132644;2026-03-24\|134.40\|-1.08\|135.87\|138.76\|128.00\|96371;2026-03-25\|126.58\|-5.82\|129.00\|133.71\|125.01\|152991;2026-03-26\|122.23\|-3.44\|124.00\|127.85\|117.71\|107206;2026-03-27\|121.64\|-0.48\|119.70\|126.63\|119.60\|90013;2026-03-30\|119.59\|-1.69\|123.03\|126.80\|116.08\|81828;2026-03-31\|117.00\|-2.17\|118.23\|123.10\|116.11\|70491;2026-04-01\|115.00\|-1.71\|116.95\|120.51\|111.09\|94155;2026-04-02\|109.53\|-4.76\|113.85\|116.80\|108.39\|85291;2026-04-03\|106.99\|-2.32\|111.23\|114.16\|106.15\|49016;2026-04-07\|109.40\|2.25\|107.28\|112.60\|105.22\|60010;2026-04-08\|107.00\|-2.19\|111.40\|112.95\|105.51\|104928;2026-04-09\|110.07\|2.87\|106.99\|112.61\|106.00\|82414;2026-04-10\|117.85\|7.07\|115.99\|121.16\|112.07\|132966;2026-04-13\|121.35\|2.97\|118.60\|126.63\|113.80\|91085;2026-04-14\|117.55\|-3.13\|122.93\|123.11\|112.19\|89882;2026-04-15\|106.01\|-9.82\|114.31\|115.67\|105.21\|107776;2026-04-16\|105.76\|-0.24\|106.00\|108.53\|104.13\|62530;2026-04-17\|105.60\|-0.15\|105.00\|108.06\|104.50\|51364;2026-04-20\|108.65\|2.89\|105.11\|111.83\|105.11\|63638;2026-04-21\|108.09\|-0.52\|108.48\|109.24\|106.00\|31411;2026-04-22\|109.29\|1.11\|108.10\|109.74\|106.10\|44106;2026-04-23\|109.89\|0.55\|108.83\|112.83\|107.10\|68873;2026-04-24\|106.07\|-3.48\|109.89\|109.94\|105.69\|62075;2026-04-27\|101.32\|-4.48\|103.81\|105.80\|98.38\|102257;2026-04-28\|102.55\|1.21\|99.31\|104.89\|99.10\|72615;2026-04-29\|117.00\|14.09\|107.56\|119.88\|107.00\|114491;2026-04-30\|121.66\|3.98\|117.00\|123.95\|115.89\|112214;2026-05-06\|120.69\|-0.80\|119.40\|122.60\|116.25\|69247;2026-05-07\|121.54\|0.70\|119.00\|123.81\|116.11\|62006;2026-05-08\|117.50\|-3.32\|119.50\|123.00\|114.65\|57752;2026-05-11\|121.12\|3.08\|118.67\|124.30\|116.99\|62875;2026-05-12\|119.30\|-1.50\|121.01\|123.49\|118.32\|48746;2026-05-13\|121.63\|1.95\|120.20\|123.30\|117.33\|52352;2026-05-14\|119.02\|-2.15\|121.44\|124.00\|118.18\|42691;2026-05-15\|116.99\|-1.71\|118.41\|122.90\|114.51\|57322;2026-05-18\|123.90\|5.91\|115.94\|128.28\|114.86\|93406;2026-05-19\|125.35\|1.17\|125.06\|129.68\|120.90\|61918;2026-05-20\|131.49\|4.90\|126.01\|134.58\|122.14\|89892;2026-05-21\|123.56\|-6.03\|129.00\|130.58\|123.00\|61075;2026-05-22\|122.88\|-0.55\|124.41\|130.00\|121.20\|63928;2026-05-25\|114.17\|-7.09\|120.00\|120.46\|114.00\|77757;2026-05-26\|112.60\|-1.38\|110.50\|117.55\|110.00\|63554;2026-05-27\|110.27\|-2.07\|113.04\|121.44\|109.83\|83816;2026-05-28\|110.94\|0.61\|112.00\|114.94\|109.20\|49298;2026-05-29\|104.22\|-6.06\|111.29\|111.50\|102.50\|66153;2026-06-01\|107.06\|2.73\|106.08\|113.15\|104.20\|64859;2026-06-02\|107.00\|-0.06\|106.70\|108.58\|103.30\|46464;2026-06-03\|105.14\|-1.74\|106.97\|107.79\|104.06\|34477;2026-06-04\|103.15\|-1.89\|103.66\|106.19\|101.89\|36248;2026-06-05\|97.69\|-5.29\|103.13\|103.85\|97.50\|56776;2026-06-08\|91.36\|-6.48\|94.00\|97.03\|90.68\|60769;2026-06-09\|95.11\|4.10\|93.13\|95.74\|89.35\|52623;2026-06-10\|90.39\|-4.96\|93.81\|93.81\|88.26\|58695;2026-06-11\|90.72\|0.37\|90.78\|92.50\|88.80\|43879;2026-06-12\|88.41\|-2.55\|91.90\|94.51\|88.41\|57351;2026-06-15\|90.60\|2.48\|89.09\|91.95\|89.09\|61817;2026-06-16\|92.90\|2.54\|90.49\|95.48\|90.16\|47067;2026-06-17\|91.04\|-2.00\|92.92\|94.51\|90.16\|33449;2026-06-18\|89.19\|-2.03\|91.05\|91.80\|88.53\|45270;2026-06-22\|92.14\|3.31\|89.32\|93.28\|86.98\|65268;2026-06-23\|86.80\|-5.80\|91.67\|91.72\|86.30\|42195;2026-06-24\|85.60\|-1.38\|88.00\|88.00\|84.54\|40082;2026-06-25\|83.77\|-2.14\|84.11\|85.84\|83.06\|44556;2026-06-26\|80.70\|-3.66\|83.76\|85.23\|80.67\|41794;2026-06-29\|84.11\|4.23\|81.52\|84.98\|80.08\|55928;2026-06-30\|82.57\|-1.83\|83.50\|84.36\|81.17\|56694;2026-07-01\|77.42\|-6.24\|83.18\|83.53\|75.60\|65079;2026-07-02\|74.25\|-4.09\|76.19\|77.50\|73.69\|52841;2026-07-03\|73.93\|-0.43\|74.99\|75.49\|73.43\|43621;2026-07-06\|73.33\|-0.81\|74.40\|76.61\|73.09\|52339;2026-07-07\|70.83\|-3.41\|73.70\|73.70\|70.12\|43177;2026-07-08\|67.02\|-5.38\|71.44\|71.61\|66.87\|60372;2026-07-09\|67.38\|0.54\|67.46\|67.53\|64.73\|48325;2026-07-10\|66.70\|-1.01\|68.35\|68.98\|66.70\|37449;2026-07-13\|63.80\|-4.35\|66.94\|66.94\|63.33\|38510;2026-07-14\|63.96\|0.25\|64.89\|65.53\|62.33\|48035;2026-07-15\|62.51\|-2.27\|65.10\|65.47\|62.14\|59790;2026-07-16\|61.20\|-2.10\|62.53\|62.61\|60.69\|46116;2026-07-17\|57.75\|-5.64\|60.70\|61.56\|57.01\|56482
102925	年报及一季报密集披露	涨停揭秘：一季度净利润同比增长115.70%，碳化硅/氮化镓液冷电源方案切入AI服务器及超充赛道，第9代‘锐虎’平台量产落地；涨停缘由：一季度净利润同比增长115.70%，碳化硅/氮化镓液冷电源方案切入AI服务器及超充赛道，第9代‘锐虎’平台量产落地；资金逻辑：主力资金连续净流入，龙虎榜显示机构席位积极介入，封单强度达流通市值1.18%；风险提示：短期涨幅较大，需警惕技术性回调及行业竞争加剧风险	公司基于电力电子技术延伸切入AI服务器电源赛道，碳化硅/氮化镓方案具备高功率密度与液冷热管理优势；一季度净利润同比增长115.70%	2026-03-10\|26.49\|1.49\|26.59\|27.00\|26.24\|45650;2026-03-11\|26.36\|-0.49\|26.47\|27.17\|26.22\|45595;2026-03-12\|25.93\|-1.63\|26.28\|26.88\|25.82\|39569;2026-03-13\|25.64\|-1.12\|25.90\|26.43\|25.56\|43349;2026-03-16\|26.19\|2.15\|25.63\|26.20\|25.11\|31293;2026-03-17\|25.33\|-3.28\|26.20\|26.80\|25.26\|37902;2026-03-18\|25.67\|1.34\|25.30\|25.79\|25.10\|31746;2026-03-19\|24.88\|-3.08\|25.38\|25.78\|24.73\|39351;2026-03-20\|24.33\|-2.21\|25.14\|25.38\|24.31\|31953;2026-03-23\|22.71\|-6.66\|23.60\|24.15\|22.60\|52752;2026-03-24\|23.85\|5.02\|23.24\|23.91\|22.75\|47314;2026-03-25\|25.65\|7.55\|23.94\|26.09\|23.51\|78546;2026-03-26\|24.86\|-3.08\|25.56\|25.77\|24.72\|38476;2026-03-27\|25.87\|4.06\|24.55\|26.03\|24.50\|44167;2026-03-30\|27.24\|5.30\|25.45\|27.51\|25.45\|68597;2026-03-31\|27.35\|0.40\|27.57\|27.82\|27.00\|48583;2026-04-01\|27.45\|0.37\|27.64\|28.33\|27.08\|40229;2026-04-02\|26.95\|-1.82\|27.45\|27.93\|26.80\|33935;2026-04-03\|24.80\|-7.98\|27.04\|27.07\|24.66\|70595;2026-04-07\|24.08\|-2.90\|24.81\|25.15\|23.91\|60928;2026-04-08\|25.47\|5.77\|25.13\|25.75\|24.77\|49046;2026-04-09\|25.90\|1.69\|25.36\|26.55\|24.75\|51474;2026-04-10\|25.76\|-0.54\|26.09\|26.38\|25.69\|34601;2026-04-13\|26.46\|2.72\|25.71\|26.67\|25.45\|36640;2026-04-14\|26.23\|-0.87\|26.52\|26.71\|25.96\|32805;2026-04-15\|25.84\|-1.49\|26.40\|26.54\|25.74\|31049;2026-04-16\|27.29\|5.61\|25.84\|27.54\|25.72\|68159;2026-04-17\|27.16\|-0.48\|27.21\|27.57\|26.89\|33150;2026-04-20\|27.03\|-0.48\|27.00\|27.65\|26.98\|31224;2026-04-21\|26.42\|-2.26\|26.98\|27.08\|26.21\|27368;2026-04-22\|27.53\|4.20\|26.36\|27.83\|26.31\|45707;2026-04-23\|26.98\|-2.00\|27.52\|27.79\|26.51\|35665;2026-04-24\|28.20\|4.52\|26.74\|28.45\|26.74\|73917;2026-04-27\|28.49\|1.03\|28.04\|29.29\|26.88\|77510;2026-04-28\|30.14\|5.79\|28.66\|30.75\|28.50\|110209;2026-04-29\|34.51\|14.50\|31.00\|35.28\|30.99\|195860;2026-04-30\|33.66\|-2.46\|34.80\|35.80\|33.61\|140252;2026-05-06\|39.49\|17.32\|36.91\|40.39\|36.17\|234549;2026-05-07\|41.33\|4.66\|39.19\|41.55\|38.38\|188691;2026-05-08\|41.85\|1.26\|42.37\|43.00\|41.00\|131907;2026-05-11\|44.39\|6.07\|42.55\|44.90\|41.70\|113458;2026-05-12\|45.63\|2.79\|44.20\|46.79\|43.80\|95243;2026-05-13\|48.58\|6.46\|45.42\|49.88\|44.50\|128017;2026-05-14\|49.26\|1.40\|50.30\|51.25\|47.82\|111641;2026-05-15\|49.39\|0.26\|50.76\|52.97\|47.68\|209651;2026-05-18\|48.30\|-2.21\|48.29\|49.00\|45.40\|144069;2026-05-19\|49.61\|2.71\|48.71\|50.88\|48.71\|93265;2026-05-20\|50.85\|2.50\|49.51\|51.40\|48.60\|75628;2026-05-21\|48.22\|-5.17\|50.85\|52.36\|48.20\|80306;2026-05-22\|49.60\|2.86\|49.99\|50.33\|48.38\|74726;2026-05-25\|48.05\|-3.12\|49.11\|49.31\|46.75\|94452;2026-05-26\|46.41\|-3.41\|47.30\|47.66\|44.88\|87022;2026-05-27\|45.43\|-2.11\|46.99\|46.99\|44.60\|73016;2026-05-28\|48.46\|6.67\|45.98\|49.45\|44.80\|91331;2026-05-29\|45.44\|-6.23\|47.97\|48.46\|45.00\|77045;2026-06-01\|43.05\|-5.26\|45.00\|46.09\|42.76\|66301;2026-06-02\|43.50\|1.05\|43.36\|43.88\|41.41\|57728;2026-06-03\|48.72\|12.00\|43.35\|51.29\|43.15\|143212;2026-06-04\|48.44\|-0.57\|48.25\|50.12\|47.51\|87410;2026-06-05\|45.03\|-7.04\|48.21\|48.93\|43.63\|102383;2026-06-08\|42.57\|-5.46\|43.75\|45.01\|41.75\|74523;2026-06-09\|42.64\|0.16\|42.61\|44.24\|41.54\|76012;2026-06-10\|41.98\|-1.55\|41.76\|42.50\|40.00\|79221;2026-06-11\|40.43\|-3.69\|40.77\|42.01\|40.00\|47190;2026-06-12\|40.47\|0.10\|40.69\|41.46\|40.00\|49638;2026-06-15\|42.59\|5.24\|40.01\|42.90\|39.53\|66678;2026-06-16\|44.02\|3.36\|42.17\|45.19\|42.16\|62040;2026-06-17\|44.12\|0.23\|43.64\|44.58\|42.80\|40881;2026-06-18\|44.92\|1.81\|43.90\|45.30\|43.38\|49453;2026-06-22\|42.04\|-6.41\|45.34\|46.40\|41.50\|97290;2026-06-23\|41.36\|-1.62\|41.68\|42.78\|41.00\|59342;2026-06-24\|41.70\|0.82\|41.20\|42.20\|40.27\|47213;2026-06-25\|41.67\|-0.07\|41.70\|42.34\|40.40\|48925;2026-06-26\|42.67\|2.40\|41.61\|43.06\|39.35\|101568;2026-06-29\|39.60\|-7.19\|43.13\|43.76\|38.41\|113441;2026-06-30\|42.22\|6.62\|39.80\|42.38\|39.21\|72391;2026-07-01\|41.28\|-2.23\|43.02\|43.97\|41.01\|63479;2026-07-02\|43.11\|4.43\|42.92\|47.43\|40.98\|187311;2026-07-03\|47.99\|11.32\|43.64\|50.25\|43.64\|219210;2026-07-06\|49.69\|3.54\|48.84\|51.88\|48.10\|200595;2026-07-07\|56.01\|12.72\|50.24\|57.50\|49.70\|206249;2026-07-08\|49.24\|-12.09\|55.85\|56.99\|49.09\|190940;2026-07-09\|49.18\|-0.12\|50.24\|50.62\|45.85\|151145;2026-07-10\|47.92\|-2.56\|49.40\|53.00\|47.37\|118666;2026-07-13\|42.21\|-11.92\|47.01\|49.35\|41.79\|93584;2026-07-14\|42.08\|-0.31\|42.25\|42.65\|39.60\|101578;2026-07-15\|40.77\|-3.11\|42.08\|42.08\|40.00\|61591;2026-07-16\|37.86\|-7.14\|40.42\|40.71\|37.25\|72394;2026-07-17\|33.38\|-11.83\|37.47\|37.55\|32.83\|90523
102924	年报及一季报密集披露	涨停揭秘：固德威4月29日涨停，核心驱动为一季度净利润同比大增462.04%、光储融合趋势下组串式储能逆变器供不应求、国内大储招标份额持续提升。；涨停缘由：Q1储能逆变器出货量同比翻倍，中标国家电投、华能等大储项目超1.2GW；自研SiC模块降本增效，毛利率提升至32.5%；国产替代加速替代海外同类产品。；资金逻辑：主力资金净流入2.1亿元，机构调研频次周环比+40%，反映产业资本高度关注其光储协同战略落地。；风险提示：大储项目执行周期较长，业绩确认节奏存在波动；SiC技术迭代快，研发投入持续承压。	公司为优质组串式逆变器企业，主要包括光伏储能逆变器，一季度净利润同比增长462.04%	2026-03-10\|97.19\|-3.77\|96.96\|99.25\|94.79\|110148;2026-03-11\|102.20\|5.15\|97.00\|106.81\|96.00\|176542;2026-03-12\|101.00\|-1.17\|103.90\|103.90\|99.08\|126715;2026-03-13\|99.08\|-1.90\|100.50\|105.00\|98.22\|140501;2026-03-16\|96.49\|-2.61\|99.34\|101.23\|95.30\|102920;2026-03-17\|93.46\|-3.14\|97.45\|100.05\|93.00\|90325;2026-03-18\|92.97\|-0.52\|94.37\|94.38\|91.38\|66579;2026-03-19\|97.10\|4.44\|93.22\|98.50\|93.00\|131025;2026-03-20\|102.03\|5.08\|96.78\|108.55\|96.51\|228016;2026-03-23\|97.69\|-4.25\|100.88\|104.57\|97.01\|153874;2026-03-24\|96.68\|-1.03\|99.00\|99.99\|92.91\|104455;2026-03-25\|98.86\|2.25\|96.68\|100.98\|93.70\|129457;2026-03-26\|97.30\|-1.58\|98.81\|100.50\|94.51\|97212;2026-03-27\|99.45\|2.21\|97.78\|103.25\|96.52\|133594;2026-03-30\|94.25\|-5.23\|98.30\|100.00\|89.04\|156116;2026-03-31\|94.55\|0.32\|93.34\|100.00\|90.93\|143617;2026-04-01\|91.48\|-3.25\|93.47\|95.00\|91.00\|128059;2026-04-02\|86.00\|-5.99\|89.98\|91.86\|85.12\|119993;2026-04-03\|82.13\|-4.50\|85.99\|85.99\|81.92\|90341;2026-04-07\|83.21\|1.31\|82.13\|85.60\|80.60\|67862;2026-04-08\|82.04\|-1.41\|84.30\|84.56\|81.31\|116608;2026-04-09\|82.22\|0.22\|80.87\|83.11\|80.00\|90184;2026-04-10\|85.96\|4.55\|84.00\|90.00\|84.00\|135781;2026-04-13\|89.86\|4.54\|86.55\|92.46\|84.55\|122845;2026-04-14\|89.98\|0.13\|90.16\|90.30\|87.09\|92687;2026-04-15\|86.55\|-3.81\|90.00\|90.57\|86.14\|87079;2026-04-16\|86.91\|0.42\|87.34\|88.42\|85.60\|73995;2026-04-17\|87.34\|0.49\|86.47\|87.66\|86.40\|49797;2026-04-20\|89.27\|2.21\|86.66\|91.49\|85.69\|108683;2026-04-21\|88.44\|-0.93\|88.88\|89.54\|86.93\|62154;2026-04-22\|92.33\|4.40\|87.80\|94.36\|87.78\|121947;2026-04-23\|91.78\|-0.60\|94.53\|94.57\|89.80\|118873;2026-04-24\|89.54\|-2.44\|91.50\|91.50\|88.04\|89735;2026-04-27\|85.49\|-4.52\|86.96\|87.73\|81.89\|114174;2026-04-28\|88.30\|3.29\|85.71\|89.89\|85.00\|116522;2026-04-29\|101.63\|15.10\|89.00\|103.00\|87.59\|240225;2026-04-30\|108.20\|6.46\|100.51\|109.99\|100.10\|183658;2026-05-06\|109.87\|1.54\|105.05\|110.35\|104.53\|162656;2026-05-07\|110.44\|0.52\|109.00\|112.10\|108.00\|104458;2026-05-08\|107.14\|-2.99\|109.99\|111.27\|106.66\|103158;2026-05-11\|114.38\|6.76\|106.89\|117.08\|106.00\|138053;2026-05-12\|117.70\|2.90\|114.19\|122.41\|113.50\|115086;2026-05-13\|120.53\|2.40\|117.00\|120.99\|115.83\|75076;2026-05-14\|116.80\|-3.09\|120.00\|120.83\|116.50\|67979;2026-05-15\|115.70\|-0.94\|116.30\|119.76\|111.11\|94818;2026-05-18\|125.10\|8.12\|113.90\|129.43\|113.51\|97375;2026-05-19\|129.21\|3.29\|125.07\|130.13\|122.95\|86282;2026-05-20\|143.50\|11.06\|128.51\|145.98\|128.00\|128765;2026-05-21\|136.72\|-4.72\|141.68\|144.80\|135.60\|88453;2026-05-22\|141.72\|3.66\|138.50\|148.98\|136.01\|107056;2026-05-25\|142.59\|0.61\|138.76\|143.25\|133.21\|81617;2026-05-26\|138.53\|-2.85\|141.51\|146.00\|137.00\|72868;2026-05-27\|148.60\|7.27\|140.08\|159.97\|139.38\|109473;2026-05-28\|149.17\|0.38\|149.50\|150.97\|144.25\|75985;2026-05-29\|140.40\|-5.88\|147.37\|147.68\|139.50\|84006;2026-06-01\|144.47\|2.90\|143.21\|152.96\|143.20\|95368;2026-06-02\|139.84\|-3.20\|146.98\|149.58\|136.00\|82117;2026-06-03\|137.52\|-1.66\|141.00\|144.84\|136.84\|85504;2026-06-04\|134.33\|-2.32\|136.15\|138.80\|131.45\|79003;2026-06-05\|116.83\|-13.03\|133.08\|135.00\|115.01\|209381;2026-06-08\|114.15\|-2.29\|115.05\|118.08\|111.70\|115524;2026-06-09\|117.60\|3.02\|117.00\|119.00\|114.18\|75638;2026-06-10\|114.01\|-3.05\|118.99\|119.00\|111.88\|75350;2026-06-11\|113.47\|-0.47\|115.03\|115.03\|110.33\|65493;2026-06-12\|110.46\|-2.65\|115.99\|116.80\|110.46\|80167;2026-06-15\|111.32\|0.78\|111.86\|112.49\|109.00\|78659;2026-06-16\|116.33\|4.50\|112.79\|119.60\|109.40\|116982;2026-06-17\|115.55\|-0.67\|115.27\|118.45\|113.77\|78454;2026-06-18\|114.51\|-0.90\|114.80\|117.66\|113.18\|77806;2026-06-22\|120.32\|5.07\|116.00\|120.84\|113.18\|152687;2026-06-23\|114.46\|-4.87\|119.56\|119.56\|113.76\|114265;2026-06-24\|113.19\|-1.11\|114.89\|115.89\|111.50\|85834;2026-06-25\|110.80\|-2.11\|112.00\|114.00\|107.77\|102439;2026-06-26\|105.98\|-4.35\|112.00\|113.00\|105.00\|95929;2026-06-29\|109.95\|3.75\|105.91\|111.30\|105.91\|100095;2026-06-30\|108.51\|-1.31\|109.00\|110.66\|106.02\|78680;2026-07-01\|100.55\|-7.34\|107.08\|108.00\|99.14\|141560;2026-07-02\|90.83\|-9.67\|99.09\|101.10\|90.66\|151576;2026-07-03\|90.85\|0.02\|92.01\|94.27\|90.50\|106638;2026-07-06\|88.58\|-2.50\|91.32\|93.50\|88.23\|96725;2026-07-07\|85.20\|-3.82\|89.00\|89.63\|84.16\|89174;2026-07-08\|80.57\|-5.43\|85.94\|86.04\|80.30\|79827;2026-07-09\|80.58\|0.01\|81.38\|81.65\|76.88\|74035;2026-07-10\|73.50\|-8.79\|80.60\|80.67\|73.20\|99640;2026-07-13\|68.09\|-7.36\|72.84\|74.30\|67.95\|80560;2026-07-14\|71.71\|5.32\|69.30\|72.81\|69.14\|75232;2026-07-15\|72.31\|0.84\|72.71\|75.97\|71.63\|64337;2026-07-16\|68.45\|-5.34\|72.92\|72.92\|68.33\|49998;2026-07-17\|64.25\|-6.14\|67.91\|68.89\|63.61\|47989
102923	年报及一季报密集披露	涨停揭秘：2026年一季度净利润同比大增超13倍，磷酸铁锂出货量增长64.33%，叠加碳酸锂价格突破17万元/吨，正极材料加工费触底回升；涨停缘由：一季报业绩高增长验证行业景气反转；磷酸锰铁锂与三元材料同步放量适配固态电池需求；宜春四矿5月或停产换证强化资源端紧平衡预期；资金逻辑：融资买入连续两日增速超50%，主力资金借年报季集中布局锂电中游；北向资金通过香港中央结算有限公司新进前十大流通股东；风险提示：扣非净利润增速低于营收增速，显示成本压力仍存；存货同比增67.15%，存在减值风险；市净率3.54倍高于行业均值	公司磷酸铁锂、磷酸锰铁锂和三元产品可用于固态电池正极材料；一季度净利润同比增长超13倍	2026-03-10\|67.20\|-0.37\|67.64\|69.50\|66.66\|242935;2026-03-11\|71.70\|6.70\|67.20\|73.65\|66.52\|416194;2026-03-12\|76.85\|7.18\|71.60\|77.17\|70.83\|438661;2026-03-13\|79.43\|3.36\|76.79\|82.46\|75.50\|402089;2026-03-16\|80.18\|0.94\|80.43\|83.50\|78.58\|338758;2026-03-17\|78.24\|-2.42\|79.99\|81.87\|78.09\|221195;2026-03-18\|77.07\|-1.50\|79.59\|79.59\|75.63\|244012;2026-03-19\|73.52\|-4.61\|76.00\|78.15\|72.28\|257149;2026-03-20\|78.69\|7.03\|73.80\|82.20\|72.80\|362468;2026-03-23\|77.55\|-1.45\|77.52\|80.92\|76.28\|293628;2026-03-24\|77.15\|-0.52\|77.54\|78.80\|73.72\|233653;2026-03-25\|77.27\|0.16\|77.00\|78.21\|75.10\|217559;2026-03-26\|78.11\|1.09\|76.96\|81.20\|75.30\|286635;2026-03-27\|79.80\|2.16\|77.07\|80.93\|75.88\|320670;2026-03-30\|80.13\|0.41\|80.00\|82.00\|77.14\|283944;2026-03-31\|75.58\|-5.68\|78.78\|79.41\|75.43\|254694;2026-04-01\|72.42\|-4.18\|75.98\|76.69\|71.97\|287800;2026-04-02\|70.82\|-2.21\|72.41\|73.65\|70.08\|193948;2026-04-03\|68.58\|-3.16\|70.82\|71.24\|68.02\|174174;2026-04-07\|69.06\|0.70\|69.25\|70.80\|68.10\|124928;2026-04-08\|71.40\|3.39\|70.50\|71.71\|69.07\|176143;2026-04-09\|72.10\|0.98\|71.40\|73.50\|70.13\|172315;2026-04-10\|76.51\|6.12\|72.30\|77.78\|72.01\|278350;2026-04-13\|76.89\|0.50\|76.00\|77.99\|75.38\|218690;2026-04-14\|84.15\|9.44\|77.30\|84.28\|76.02\|339718;2026-04-15\|80.87\|-3.90\|83.47\|83.60\|79.96\|259445;2026-04-16\|85.22\|5.38\|82.00\|85.87\|80.23\|337228;2026-04-17\|83.38\|-2.16\|85.20\|86.74\|82.41\|258205;2026-04-20\|83.13\|-0.30\|82.05\|83.25\|80.68\|195773;2026-04-21\|85.50\|2.85\|83.13\|85.95\|81.67\|228034;2026-04-22\|84.79\|-0.83\|82.90\|85.98\|82.20\|254642;2026-04-23\|86.28\|1.76\|84.73\|88.25\|81.70\|315986;2026-04-24\|87.30\|1.18\|86.33\|88.61\|84.86\|264013;2026-04-27\|89.87\|2.94\|87.76\|90.28\|86.75\|291705;2026-04-28\|92.66\|3.10\|95.08\|99.00\|91.18\|616366;2026-04-29\|107.00\|15.48\|92.66\|108.99\|91.30\|629498;2026-04-30\|102.24\|-4.45\|105.00\|107.83\|101.77\|493913;2026-05-06\|109.90\|7.49\|103.72\|110.00\|100.12\|502324;2026-05-07\|106.02\|-3.53\|107.03\|109.00\|103.00\|447171;2026-05-08\|97.25\|-8.27\|103.82\|107.15\|97.00\|524160;2026-05-11\|98.35\|1.13\|97.30\|100.80\|95.50\|359556;2026-05-12\|100.66\|2.35\|99.67\|100.96\|95.00\|366363;2026-05-13\|98.16\|-2.48\|99.80\|100.44\|96.70\|324583;2026-05-14\|94.35\|-3.88\|98.16\|100.43\|94.17\|322875;2026-05-15\|95.48\|1.20\|94.39\|97.88\|93.39\|330259;2026-05-18\|93.18\|-2.41\|93.28\|95.49\|91.00\|272735;2026-05-19\|90.84\|-2.51\|92.80\|93.35\|88.78\|263543;2026-05-20\|94.79\|4.35\|90.35\|96.32\|89.50\|326802;2026-05-21\|91.42\|-3.56\|94.80\|96.98\|91.30\|294944;2026-05-22\|91.18\|-0.26\|91.10\|92.45\|89.53\|241704;2026-05-25\|87.80\|-3.71\|90.90\|91.18\|84.70\|350258;2026-05-26\|87.46\|-0.39\|87.43\|88.92\|85.51\|212534;2026-05-27\|87.79\|0.38\|88.25\|90.99\|86.83\|235870;2026-05-28\|87.05\|-0.43\|88.51\|90.80\|85.70\|186841;2026-05-29\|88.41\|1.56\|87.05\|90.25\|84.36\|308299;2026-06-01\|85.07\|-3.78\|87.00\|88.84\|84.96\|242083;2026-06-02\|83.98\|-1.28\|86.00\|86.07\|81.56\|215083;2026-06-03\|82.72\|-1.50\|83.01\|83.85\|81.60\|168142;2026-06-04\|74.35\|-10.12\|74.45\|76.49\|74.00\|415824;2026-06-05\|72.32\|-2.73\|74.35\|75.09\|71.11\|293148;2026-06-08\|68.65\|-5.07\|71.55\|72.94\|67.37\|236892;2026-06-09\|69.64\|1.44\|69.30\|70.28\|66.87\|215012;2026-06-10\|68.05\|-2.28\|69.30\|70.98\|67.31\|154743;2026-06-11\|68.87\|1.21\|68.28\|71.41\|66.86\|226161;2026-06-12\|72.66\|5.50\|70.17\|73.64\|68.60\|315805;2026-06-15\|72.64\|-0.03\|73.15\|74.36\|70.71\|276729;2026-06-16\|75.10\|3.39\|74.10\|77.17\|73.02\|334985;2026-06-17\|75.65\|0.73\|75.99\|76.20\|74.30\|210200;2026-06-18\|76.08\|0.57\|74.65\|77.95\|74.18\|242710;2026-06-22\|85.86\|12.85\|78.60\|86.66\|76.50\|427989;2026-06-23\|83.92\|-2.26\|85.86\|88.00\|83.68\|386990;2026-06-24\|84.85\|1.11\|83.00\|85.48\|79.12\|362660;2026-06-25\|82.30\|-3.01\|83.53\|84.70\|81.10\|284883;2026-06-26\|75.80\|-7.90\|82.00\|83.58\|75.68\|318698;2026-06-29\|74.99\|-1.07\|74.54\|76.08\|71.80\|290480;2026-06-30\|75.87\|1.17\|74.66\|76.80\|73.10\|246896;2026-07-01\|76.80\|1.23\|75.11\|78.87\|72.00\|314421;2026-07-02\|75.41\|-1.81\|76.00\|78.98\|75.12\|251532;2026-07-03\|73.39\|-2.68\|76.18\|76.80\|73.31\|180442;2026-07-06\|73.38\|-0.01\|73.00\|76.30\|71.74\|173356;2026-07-07\|72.00\|-1.88\|74.47\|74.88\|71.49\|150898;2026-07-08\|67.55\|-6.18\|71.64\|72.29\|67.50\|201705;2026-07-09\|65.80\|-2.59\|67.49\|67.79\|63.00\|269556;2026-07-10\|63.15\|-4.03\|65.60\|66.59\|63.15\|206850;2026-07-13\|61.54\|-2.55\|62.79\|63.76\|60.88\|172542;2026-07-14\|61.98\|0.71\|61.50\|61.98\|59.72\|152820;2026-07-15\|63.37\|2.24\|62.20\|65.05\|60.50\|236516;2026-07-16\|61.24\|-3.36\|63.00\|63.80\|60.31\|200267;2026-07-17\|59.47\|-2.89\|61.08\|62.44\|58.80\|201235
102922	年报及一季报密集披露	定增+高速通信芯片+人形机器人行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据2026年6月4日及6月10日异常波动公告与互动易，公司近期披露拟向特定对象发行股票募资不超13.61亿元，用于面向数据中心与汽车场景的新一代高速通信芯片研发及产业化项目，该定增事项已通过股东会审议，目前处于推进阶段。 2、据2025年年度报告，公司基于以太网物理层芯片技术积累，已开发适配机器人运动控制的通信产品，当前应用于工业协作机器人及人形机器人原型机通信模块。 3、据2025年年度报告及2026年一季报，公司2025年营收6.17亿元，同比增长55.62%；2026年一季度营收1.42亿元，同比增长74.83%，网通及车载多款芯片持续放量。	公司车载以太网物理层芯片已进入广汽、北汽、上汽、吉利、一汽红旗等汽车行业知名客户供应链；一季报业绩同比减亏	2026-03-10\|133.16\|3.84\|129.96\|135.21\|129.10\|21206;2026-03-11\|128.52\|-3.48\|134.10\|135.78\|128.47\|22676;2026-03-12\|127.64\|-0.68\|128.36\|132.00\|125.62\|18659;2026-03-13\|129.20\|1.22\|125.92\|135.66\|122.98\|29522;2026-03-16\|126.78\|-1.87\|128.29\|128.88\|123.27\|19657;2026-03-17\|121.43\|-4.22\|127.00\|127.00\|121.33\|17515;2026-03-18\|126.00\|3.76\|123.36\|126.70\|121.61\|17254;2026-03-19\|124.41\|-1.26\|124.00\|125.90\|123.25\|15000;2026-03-20\|121.68\|-2.19\|126.74\|127.50\|121.68\|15362;2026-03-23\|113.38\|-6.82\|118.50\|119.99\|112.00\|20529;2026-03-24\|120.83\|6.57\|115.66\|122.02\|111.60\|20379;2026-03-25\|123.20\|1.96\|120.76\|124.93\|120.76\|13685;2026-03-26\|119.32\|-3.15\|121.53\|122.96\|118.23\|12946;2026-03-27\|119.50\|0.15\|117.23\|121.24\|115.68\|10739;2026-03-30\|121.13\|1.36\|117.66\|122.30\|116.30\|11539;2026-03-31\|116.69\|-3.67\|120.00\|121.41\|116.51\|10855;2026-04-01\|121.80\|4.38\|120.03\|123.50\|120.03\|16810;2026-04-02\|116.88\|-4.04\|120.38\|121.68\|115.58\|14839;2026-04-03\|117.29\|0.35\|117.63\|119.35\|115.80\|11972;2026-04-07\|120.66\|2.87\|117.58\|123.85\|117.58\|14710;2026-04-08\|129.17\|7.05\|125.00\|129.50\|124.04\|20488;2026-04-09\|127.94\|-0.95\|127.50\|130.38\|127.00\|15210;2026-04-10\|127.40\|-0.42\|128.90\|130.98\|127.25\|13676;2026-04-13\|127.11\|-0.23\|126.00\|131.66\|126.00\|15794;2026-04-14\|126.45\|-0.52\|128.40\|129.69\|125.88\|17512;2026-04-15\|126.60\|0.12\|127.50\|130.44\|126.14\|17775;2026-04-16\|128.97\|1.87\|127.10\|129.52\|126.38\|15747;2026-04-17\|132.42\|2.67\|128.87\|133.48\|127.88\|22995;2026-04-20\|130.08\|-1.77\|132.58\|134.00\|129.50\|19387;2026-04-21\|127.00\|-2.37\|129.53\|130.00\|125.25\|19212;2026-04-22\|132.50\|4.33\|129.03\|132.50\|126.64\|22735;2026-04-23\|129.36\|-2.37\|132.00\|133.88\|127.06\|20851;2026-04-24\|133.36\|3.09\|128.84\|135.64\|127.79\|28466;2026-04-27\|135.03\|1.25\|133.00\|136.42\|132.05\|25844;2026-04-28\|130.15\|-3.61\|136.90\|137.84\|128.80\|46306;2026-04-29\|152.18\|16.93\|129.15\|156.18\|128.22\|88387;2026-04-30\|172.60\|13.42\|152.00\|176.00\|152.00\|98148;2026-05-06\|166.73\|-3.40\|172.85\|174.40\|163.30\|76191;2026-05-07\|183.29\|9.93\|168.00\|189.23\|167.30\|70203;2026-05-08\|188.06\|2.60\|180.43\|190.00\|173.10\|66725;2026-05-11\|210.55\|11.96\|199.34\|225.67\|197.55\|91028;2026-05-12\|209.90\|-0.31\|208.59\|212.66\|200.00\|77204;2026-05-13\|215.80\|2.81\|203.60\|225.15\|201.99\|68745;2026-05-14\|210.10\|-2.64\|213.80\|221.00\|206.36\|59965;2026-05-15\|206.50\|-1.71\|216.04\|223.00\|202.00\|63995;2026-05-18\|212.49\|2.90\|206.50\|222.42\|205.00\|50125;2026-05-19\|225.03\|5.90\|212.38\|228.80\|212.38\|67381;2026-05-20\|238.54\|6.00\|226.00\|242.42\|222.23\|59121;2026-05-21\|217.00\|-9.03\|243.00\|244.99\|216.00\|70763;2026-05-22\|216.08\|-0.42\|221.12\|225.00\|208.89\|57276;2026-05-25\|227.37\|5.22\|215.13\|228.30\|205.88\|58616;2026-05-26\|205.93\|-9.43\|224.50\|224.50\|201.00\|64628;2026-05-27\|199.00\|-3.37\|211.59\|211.59\|198.00\|44989;2026-05-28\|206.01\|3.52\|199.00\|210.37\|195.01\|41152;2026-05-29\|191.53\|-7.03\|206.00\|207.50\|189.53\|45312;2026-06-01\|184.04\|-3.91\|190.02\|194.00\|183.00\|35600;2026-06-02\|217.00\|17.91\|185.00\|220.85\|181.00\|85567;2026-06-03\|246.50\|13.59\|249.99\|260.00\|240.33\|128684;2026-06-04\|226.97\|-7.92\|223.00\|231.99\|222.50\|103037;2026-06-05\|214.00\|-5.71\|221.30\|233.88\|212.98\|71989;2026-06-08\|194.48\|-9.12\|190.50\|202.00\|190.50\|57167;2026-06-09\|199.98\|2.83\|201.00\|201.99\|193.23\|45208;2026-06-10\|190.87\|-4.56\|195.04\|197.10\|186.21\|43912;2026-06-11\|184.77\|-3.20\|189.58\|195.42\|182.31\|41980;2026-06-12\|178.50\|-3.39\|194.00\|195.23\|177.33\|43126;2026-06-15\|192.29\|7.73\|182.07\|193.67\|180.00\|45154;2026-06-16\|197.49\|2.70\|192.24\|201.89\|190.11\|42696;2026-06-17\|199.00\|0.76\|192.00\|199.80\|190.56\|42625;2026-06-18\|238.80\|20.00\|200.00\|238.80\|200.00\|70703;2026-06-22\|271.60\|13.74\|250.00\|274.00\|245.66\|102655;2026-06-23\|262.66\|-3.29\|260.97\|273.18\|256.66\|70393;2026-06-24\|266.63\|1.51\|258.06\|267.98\|247.70\|57296;2026-06-25\|258.70\|-2.97\|265.99\|265.99\|253.30\|45613;2026-06-26\|248.16\|-4.07\|258.70\|267.88\|244.00\|51023;2026-06-29\|241.50\|-2.68\|246.55\|259.70\|230.00\|50964;2026-06-30\|248.76\|3.01\|243.67\|253.99\|234.02\|41935;2026-07-01\|234.72\|-5.64\|254.00\|260.00\|232.89\|48720;2026-07-02\|226.90\|-3.33\|226.22\|242.00\|219.00\|44260;2026-07-03\|215.98\|-4.81\|221.00\|229.00\|215.55\|38895;2026-07-06\|212.00\|-1.84\|219.00\|221.00\|202.28\|36610;2026-07-07\|212.58\|0.27\|212.90\|221.50\|205.01\|34177;2026-07-08\|209.37\|-1.51\|214.83\|221.50\|203.37\|37804;2026-07-09\|222.09\|6.08\|215.30\|223.00\|206.35\|48880;2026-07-10\|204.80\|-7.79\|225.00\|232.00\|204.80\|52717;2026-07-13\|192.15\|-6.18\|199.36\|209.95\|190.00\|43876;2026-07-14\|190.00\|-1.12\|195.61\|197.99\|175.94\|39053;2026-07-15\|175.94\|-7.40\|193.37\|196.00\|174.60\|36415;2026-07-16\|164.03\|-6.77\|171.17\|177.50\|163.01\|39406;2026-07-17\|140.00\|-14.65\|160.90\|165.00\|140.00\|50111
102921	年报及一季报密集披露	涨停揭秘：华锐精密4月29日涨停，受益于一季度净利润同比激增499.47%、硬质合金数控刀片在机器人结构件加工领域渗透率快速提升、具身智能政策带动高端制造装备需求。；涨停缘由：公司刀具已批量应用于人形机器人关节壳体、减速器零部件等高精度加工场景；国产替代率从2024年不足15%升至2026年Q1超35%；航空航天及新能源车订单饱满。；资金逻辑：融资余额单周增长21%，北向持仓连续两季度加仓，显示产业与金融资本双重认可。；风险提示：高端刀具进口替代仍面临日韩企业技术壁垒；下游机器人厂商资本开支节奏存在波动。	公司是国内先进的硬质合金切削刀具制造商，掌握了硬质合金数控刀片基体材料、槽型结构、精密成型和表面涂层四大领域的核心技术；一季度净利润同比增长499.47%	2026-03-10\|139.08\|8.21\|130.00\|140.00\|128.49\|38866;2026-03-11\|130.20\|-6.38\|140.52\|140.52\|130.03\|35482;2026-03-12\|124.17\|-4.63\|130.00\|131.00\|122.00\|36452;2026-03-13\|117.11\|-5.69\|121.80\|123.98\|114.62\|46365;2026-03-16\|114.29\|-2.41\|117.71\|118.46\|112.00\|33965;2026-03-17\|110.11\|-3.66\|114.88\|115.70\|109.24\|30245;2026-03-18\|115.90\|5.26\|110.11\|116.30\|110.11\|25916;2026-03-19\|112.23\|-3.17\|114.48\|115.31\|111.60\|20002;2026-03-20\|109.91\|-2.07\|112.33\|114.88\|109.63\|16966;2026-03-23\|104.25\|-5.15\|109.85\|110.31\|102.38\|25103;2026-03-24\|109.32\|4.86\|109.90\|110.18\|106.00\|25314;2026-03-25\|113.91\|4.20\|109.05\|115.50\|109.05\|25609;2026-03-26\|110.56\|-2.94\|113.91\|114.27\|110.10\|13357;2026-03-27\|111.00\|0.40\|108.56\|111.84\|108.00\|13037;2026-03-30\|117.42\|5.78\|123.00\|125.60\|114.62\|50283;2026-03-31\|111.00\|-5.47\|123.00\|123.00\|109.00\|57905;2026-04-01\|117.65\|5.99\|113.00\|119.00\|113.00\|41292;2026-04-02\|113.51\|-3.52\|115.00\|116.78\|112.43\|28507;2026-04-03\|110.39\|-2.75\|113.00\|114.96\|110.00\|19011;2026-04-07\|111.91\|1.38\|111.58\|114.95\|110.58\|16268;2026-04-08\|121.00\|8.12\|116.00\|121.20\|115.30\|30567;2026-04-09\|122.45\|1.20\|119.50\|125.00\|117.60\|27881;2026-04-10\|121.56\|-0.73\|123.75\|125.09\|118.88\|29258;2026-04-13\|119.95\|-1.32\|119.99\|122.48\|119.00\|19995;2026-04-14\|122.62\|2.23\|120.50\|125.50\|118.00\|34735;2026-04-15\|121.09\|-1.25\|124.00\|126.12\|120.46\|25269;2026-04-16\|125.90\|3.97\|121.11\|127.50\|121.11\|30734;2026-04-17\|128.61\|2.15\|125.85\|130.88\|123.20\|35869;2026-04-20\|122.29\|-4.91\|127.58\|128.00\|120.16\|40994;2026-04-21\|122.30\|0.01\|121.75\|123.49\|120.05\|18834;2026-04-22\|122.68\|0.31\|123.02\|127.20\|121.09\|33299;2026-04-23\|117.94\|-3.86\|122.53\|124.11\|116.30\|29703;2026-04-24\|119.20\|1.07\|122.55\|126.69\|119.00\|46350;2026-04-27\|117.95\|-1.05\|119.06\|120.98\|114.85\|37597;2026-04-28\|120.26\|1.96\|118.50\|122.50\|115.52\|35292;2026-04-29\|140.99\|17.24\|122.00\|143.00\|121.66\|93834;2026-04-30\|142.24\|0.89\|141.03\|144.50\|139.59\|50403;2026-05-06\|141.00\|-0.87\|142.29\|143.70\|138.91\|47709;2026-05-07\|146.80\|4.11\|141.10\|151.00\|139.00\|46542;2026-05-08\|144.90\|-1.29\|143.51\|146.59\|142.12\|34046;2026-05-11\|144.81\|-0.06\|144.90\|146.54\|139.60\|41752;2026-05-12\|151.50\|4.62\|143.69\|152.66\|141.13\|51610;2026-05-13\|154.93\|2.26\|148.15\|159.18\|148.15\|45852;2026-05-14\|146.00\|-5.76\|153.39\|154.59\|146.00\|38410;2026-05-15\|145.49\|-0.35\|146.06\|148.89\|141.55\|31893;2026-05-18\|144.98\|-0.35\|143.03\|146.80\|142.07\|23645;2026-05-19\|146.04\|0.73\|144.98\|147.20\|139.13\|26467;2026-05-20\|145.60\|-0.30\|146.80\|151.37\|145.21\|32510;2026-05-21\|145.70\|0.07\|147.66\|152.77\|142.55\|39997;2026-05-22\|155.38\|6.64\|145.00\|157.99\|142.60\|56971;2026-05-25\|155.90\|0.33\|160.00\|163.44\|150.00\|43208;2026-05-26\|151.00\|-3.14\|152.80\|155.40\|143.86\|46764;2026-05-27\|148.68\|-1.54\|150.00\|152.40\|146.00\|33895;2026-05-28\|153.30\|3.11\|149.16\|155.56\|145.53\|42742;2026-05-29\|140.90\|-8.09\|153.78\|156.36\|139.36\|48898;2026-06-01\|138.38\|-1.79\|143.03\|146.90\|137.77\|35976;2026-06-02\|140.98\|1.88\|138.80\|143.18\|134.80\|31915;2026-06-03\|146.38\|3.83\|140.68\|149.50\|138.52\|39697;2026-06-04\|156.10\|6.64\|143.98\|157.71\|143.97\|49858;2026-06-05\|165.48\|6.01\|156.10\|169.60\|153.75\|61059;2026-06-08\|172.68\|4.35\|154.99\|176.60\|154.33\|57250;2026-06-09\|179.60\|4.01\|173.97\|179.90\|168.11\|43942;2026-06-10\|174.90\|-2.62\|179.20\|181.95\|172.10\|27557;2026-06-11\|173.00\|-1.09\|174.64\|179.00\|170.14\|29689;2026-06-12\|180.92\|4.58\|178.00\|192.00\|176.43\|46512;2026-06-15\|195.80\|8.22\|180.92\|198.30\|180.92\|47985;2026-06-16\|200.00\|2.15\|195.66\|202.82\|192.00\|52707;2026-06-17\|196.15\|-1.93\|197.00\|201.70\|193.59\|41877;2026-06-18\|205.91\|4.98\|194.33\|213.50\|193.00\|47802;2026-06-22\|211.70\|2.81\|213.98\|223.60\|206.52\|55702;2026-06-23\|208.48\|-1.52\|211.00\|214.00\|196.80\|45432;2026-06-24\|207.33\|-0.55\|202.72\|214.78\|202.72\|37219;2026-06-25\|209.00\|0.81\|208.00\|212.60\|202.89\|40067;2026-06-26\|202.00\|-3.35\|206.87\|212.85\|200.01\|34069;2026-06-29\|198.88\|-1.54\|199.50\|205.38\|191.97\|41481;2026-06-30\|199.71\|0.42\|198.88\|201.80\|194.00\|31161;2026-07-01\|215.00\|7.66\|207.99\|216.83\|205.00\|58751;2026-07-02\|217.77\|1.29\|210.00\|230.37\|200.01\|64479;2026-07-03\|201.28\|-7.57\|213.84\|217.50\|201.28\|51465;2026-07-06\|187.20\|-7.00\|202.86\|207.49\|186.11\|48847;2026-07-07\|180.00\|-3.85\|185.00\|189.86\|177.88\|38426;2026-07-08\|169.62\|-5.77\|179.78\|182.99\|168.00\|37453;2026-07-09\|173.40\|2.23\|174.50\|174.50\|163.59\|41667;2026-07-10\|167.10\|-3.63\|175.66\|178.98\|166.98\|38727;2026-07-13\|150.00\|-10.23\|168.16\|168.16\|149.52\|56747;2026-07-14\|159.38\|6.25\|153.00\|161.33\|149.16\|50012;2026-07-15\|148.70\|-6.70\|161.20\|163.00\|147.71\|41228;2026-07-16\|140.71\|-5.37\|146.88\|151.49\|139.37\|39918;2026-07-17\|85.19\|-14.88\|100.07\|100.07\|84.72\|81296
102920	年报及一季报密集披露	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-10\|47.77\|4.85\|46.17\|48.43\|46.09\|258918;2026-03-11\|51.21\|7.20\|47.58\|51.85\|47.04\|468342;2026-03-12\|51.36\|0.29\|51.70\|52.68\|50.56\|260480;2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747
102919	年报及一季报密集披露	算力服务合同+AI玩具+实控人变更 1、据2026年6月17日公告，公司全资子公司签署《服务采购协议》，合同总金额为35.57亿元含税，合同期限为5年，构成公司首单算力服务合同和跨界经营。 2、据2025年年报，公司围绕“AI+玩具”方向进行持续布局，推动玩具产品由传统功能型向智能化、互动化及内容驱动型的AI玩具升级，打造AI玩具开放平台。 3、据2026年2月13日公告，公司控股股东变更为北京黎曼云图科创有限公司，实际控制人变更为王帆；据2025年年报，公司将基于新股东在芯片半导体、人工智能行业的积累谋求转型。	公司一季度净利润小幅减亏	2026-03-10\|8.82\|2.44\|8.67\|8.91\|8.50\|350589;2026-03-11\|8.89\|0.79\|8.99\|9.02\|8.75\|268565;2026-03-12\|8.61\|-3.15\|8.89\|8.96\|8.57\|261730;2026-03-13\|8.71\|1.16\|8.62\|8.88\|8.47\|248270;2026-03-16\|8.99\|3.21\|8.65\|8.99\|8.61\|254917;2026-03-17\|8.33\|-7.34\|9.01\|9.05\|8.31\|398279;2026-03-18\|8.17\|-1.92\|8.26\|8.43\|8.00\|322242;2026-03-19\|7.91\|-3.18\|8.02\|8.15\|7.82\|284814;2026-03-20\|7.57\|-4.30\|7.99\|8.04\|7.53\|319972;2026-03-23\|7.08\|-6.47\|7.42\|7.49\|6.99\|378119;2026-03-24\|7.35\|3.81\|7.22\|7.35\|7.03\|250153;2026-03-25\|7.51\|2.18\|7.38\|7.53\|7.34\|169412;2026-03-26\|7.24\|-3.60\|7.50\|7.58\|7.20\|152262;2026-03-27\|7.42\|2.49\|7.16\|7.54\|7.12\|161375;2026-03-30\|7.53\|1.48\|7.43\|7.56\|7.35\|156092;2026-03-31\|7.41\|-1.59\|7.53\|7.56\|7.30\|123858;2026-04-01\|7.47\|0.81\|7.60\|7.75\|7.44\|136908;2026-04-02\|7.50\|0.40\|7.47\|7.54\|7.34\|129221;2026-04-03\|7.32\|-2.40\|7.51\|7.55\|7.30\|105236;2026-04-07\|8.05\|9.97\|7.70\|8.05\|7.69\|192357;2026-04-08\|8.86\|10.06\|8.60\|8.86\|8.50\|431501;2026-04-09\|9.21\|3.95\|9.50\|9.53\|9.12\|703152;2026-04-10\|8.94\|-2.93\|9.28\|9.35\|8.82\|380669;2026-04-13\|9.24\|3.36\|9.17\|9.33\|8.91\|326849;2026-04-14\|9.57\|3.57\|9.31\|9.68\|9.20\|286774;2026-04-15\|9.38\|-1.99\|9.39\|9.63\|9.34\|254278;2026-04-16\|9.48\|1.07\|9.37\|9.52\|9.30\|163788;2026-04-17\|9.41\|-0.74\|9.48\|9.84\|9.32\|208135;2026-04-20\|9.73\|3.40\|9.31\|9.95\|9.28\|232559;2026-04-21\|9.97\|2.47\|9.65\|10.20\|9.58\|307498;2026-04-22\|10.01\|0.40\|10.05\|10.30\|9.95\|274455;2026-04-23\|9.92\|-0.90\|10.15\|10.18\|9.81\|217027;2026-04-24\|9.58\|-3.43\|9.92\|9.93\|9.45\|214560;2026-04-27\|9.92\|3.55\|9.59\|10.00\|9.58\|185255;2026-04-28\|9.63\|-2.92\|9.90\|9.97\|9.60\|157511;2026-04-29\|10.59\|9.97\|9.96\|10.59\|9.67\|515463;2026-04-30\|11.13\|5.10\|11.00\|11.18\|10.70\|451628;2026-05-06\|11.85\|6.47\|11.13\|12.24\|10.96\|487248;2026-05-07\|12.59\|6.24\|12.08\|12.60\|11.86\|400644;2026-05-08\|12.37\|-1.75\|12.77\|12.90\|12.05\|442270;2026-05-11\|13.17\|6.47\|12.65\|13.29\|12.46\|370036;2026-05-12\|12.72\|-3.42\|13.22\|13.63\|12.53\|367171;2026-05-13\|12.69\|-0.24\|12.72\|13.00\|12.40\|295523;2026-05-14\|12.47\|-1.73\|12.79\|12.88\|12.36\|235951;2026-05-15\|13.72\|10.02\|12.47\|13.72\|12.33\|304674;2026-05-18\|14.81\|7.94\|13.84\|14.94\|13.20\|591959;2026-05-19\|15.29\|3.24\|14.88\|15.38\|14.50\|439056;2026-05-20\|13.76\|-10.01\|15.20\|15.20\|13.76\|306781;2026-05-21\|13.31\|-3.27\|13.01\|14.42\|13.01\|494390;2026-05-22\|12.98\|-2.48\|13.34\|13.55\|12.43\|465636;2026-05-25\|12.89\|-0.69\|13.30\|13.41\|12.58\|286303;2026-05-26\|12.91\|0.16\|12.89\|13.12\|12.60\|208946;2026-05-27\|13.30\|3.02\|12.90\|13.39\|12.66\|270596;2026-05-28\|14.63\|10.00\|13.16\|14.63\|13.16\|293129;2026-05-29\|15.37\|5.06\|15.00\|16.09\|14.93\|644369;2026-06-01\|14.70\|-4.36\|15.34\|15.41\|13.97\|571399;2026-06-02\|14.91\|1.43\|14.78\|15.09\|14.51\|331745;2026-06-03\|15.29\|2.55\|14.60\|15.40\|14.50\|316341;2026-06-04\|14.63\|-4.32\|15.05\|15.26\|14.50\|293561;2026-06-05\|13.37\|-8.61\|14.60\|14.60\|13.18\|393971;2026-06-08\|12.90\|-3.52\|12.79\|13.47\|12.56\|343197;2026-06-09\|12.76\|-1.09\|13.16\|13.40\|12.42\|256663;2026-06-10\|12.12\|-5.02\|12.64\|13.06\|11.55\|396065;2026-06-11\|11.90\|-1.82\|12.01\|12.17\|11.69\|227877;2026-06-12\|11.40\|-4.20\|12.10\|12.58\|11.30\|322114;2026-06-15\|12.43\|9.04\|11.75\|12.54\|11.60\|531795;2026-06-16\|12.35\|-0.64\|12.23\|12.59\|11.92\|311428;2026-06-17\|12.58\|1.86\|13.59\|13.59\|12.29\|860143;2026-06-18\|11.35\|-9.78\|12.01\|12.15\|11.32\|596290;2026-06-22\|11.56\|1.85\|11.37\|12.17\|11.34\|372138;2026-06-23\|10.95\|-5.28\|11.47\|11.50\|10.95\|317529;2026-06-24\|11.12\|1.55\|10.80\|11.19\|10.60\|254390;2026-06-25\|10.94\|-1.62\|11.15\|11.45\|10.83\|205933;2026-06-26\|10.51\|-3.93\|10.93\|10.93\|10.31\|230260;2026-06-29\|10.12\|-3.71\|10.41\|10.47\|9.89\|318035;2026-06-30\|10.54\|4.15\|10.00\|10.56\|9.95\|213236;2026-07-01\|10.71\|1.61\|10.50\|11.05\|10.45\|236736;2026-07-02\|10.75\|0.37\|10.67\|11.25\|10.43\|236270;2026-07-03\|10.52\|-2.14\|10.77\|11.00\|10.49\|146800;2026-07-06\|10.67\|1.43\|10.55\|10.80\|10.38\|159458;2026-07-07\|10.90\|2.16\|10.70\|11.02\|10.59\|190262;2026-07-08\|10.99\|0.83\|10.79\|11.30\|10.56\|293128;2026-07-09\|10.90\|-0.82\|10.99\|11.08\|10.34\|242337;2026-07-10\|10.98\|0.73\|10.90\|11.28\|10.87\|248356;2026-07-13\|10.41\|-5.19\|11.07\|11.74\|10.36\|326707;2026-07-14\|11.20\|7.59\|10.43\|11.23\|10.01\|302343;2026-07-15\|10.85\|-3.12\|11.40\|11.50\|10.79\|200896;2026-07-16\|11.01\|1.47\|10.69\|11.46\|10.55\|226924;2026-07-17\|10.00\|-9.17\|11.00\|11.00\|9.93\|234164
102918	年报及一季报密集披露	磷酸铁锂+钛白粉+国企改革行业原因：据华鑫证券6月16日研报，本周钛白粉龙头企业发布涨价函，国内售价上调1000元/吨，多家企业跟涨，观望情绪修复。上游硫磺因供应短缺价格暴涨，成本端强支撑推动钛白粉价格中枢上移，行业开工率走低限制降价空间。公司原因： 1、据2026年3月25日年报，公司控股子公司铜陵纳源从事磷酸铁产品的生产和销售，现有产能总计15万吨，磷酸铁是制造磷酸铁锂电池正极材料的主要原料之一，终端产品应用于汽车、储能等新能源行业。 2、据2026年3月25日年报，公司主要从事钛白粉系列产品的生产和销售，为国内较早的钛白粉生产企业之一，拥有“安徽省著名商标”等品牌优势，现有产能接近10万吨/年。 3、据2026年3月25日年报及2026年4月16日投资者关系活动记录表，公司控股股东为万华化学集团电池科技有限公司，实际控制人为烟台市人民政府国有资产监督管理委员会；万华化学在涂料等领域有良好客户关系，与公司钛白粉业务具有互补及协同效应。	1、公司主营钛白粉，现有产能8万吨，“安纳达”牌钛白粉为安徽名牌；一季度净利润同比扭亏为盈； 2、控股子公司铜陵纳源磷酸铁现有产能总计15万吨，硫酸亚铁原料自给，产品用于新能源电池正极材料	2026-03-10\|14.12\|-0.56\|14.20\|14.28\|13.94\|106112;2026-03-11\|14.57\|3.19\|14.10\|14.74\|13.98\|245079;2026-03-12\|14.18\|-2.68\|14.53\|14.68\|14.09\|183333;2026-03-13\|14.55\|2.61\|14.18\|14.85\|14.14\|267656;2026-03-16\|14.45\|-0.69\|14.51\|15.30\|14.38\|241351;2026-03-17\|13.95\|-3.46\|14.22\|14.89\|13.95\|183902;2026-03-18\|13.78\|-1.22\|14.16\|14.20\|13.64\|137523;2026-03-19\|12.97\|-5.88\|13.67\|13.79\|12.87\|145516;2026-03-20\|12.42\|-4.24\|13.16\|13.20\|12.39\|135069;2026-03-23\|12.03\|-3.14\|12.00\|12.76\|11.85\|144566;2026-03-24\|12.42\|3.24\|12.30\|12.43\|11.75\|114225;2026-03-25\|12.46\|0.32\|12.44\|12.55\|12.33\|75228;2026-03-26\|12.24\|-1.77\|12.50\|12.68\|12.19\|77705;2026-03-27\|12.71\|3.84\|12.12\|12.78\|12.01\|105121;2026-03-30\|12.80\|0.71\|12.58\|12.86\|12.42\|83118;2026-03-31\|12.63\|-1.33\|12.80\|13.09\|12.60\|72205;2026-04-01\|12.70\|0.55\|12.90\|12.90\|12.58\|53816;2026-04-02\|12.33\|-2.91\|12.72\|12.88\|12.20\|66865;2026-04-03\|11.78\|-4.46\|12.33\|12.40\|11.74\|79185;2026-04-07\|12.52\|6.28\|11.79\|12.60\|11.76\|102437;2026-04-08\|12.69\|1.36\|12.63\|12.72\|12.37\|72694;2026-04-09\|12.54\|-1.18\|12.60\|12.67\|12.45\|49231;2026-04-10\|12.73\|1.52\|12.58\|12.87\|12.55\|43897;2026-04-13\|12.74\|0.08\|12.73\|12.80\|12.40\|64836;2026-04-14\|12.69\|-0.39\|12.89\|12.90\|12.49\|58966;2026-04-15\|12.45\|-1.89\|12.72\|12.79\|12.43\|43020;2026-04-16\|12.87\|3.37\|12.48\|12.94\|12.40\|70621;2026-04-17\|13.03\|1.24\|12.87\|13.35\|12.80\|63667;2026-04-20\|13.57\|4.14\|13.00\|13.73\|12.90\|97506;2026-04-21\|13.82\|1.84\|13.80\|13.97\|13.60\|131427;2026-04-22\|14.27\|3.26\|13.80\|14.49\|13.69\|156787;2026-04-23\|14.02\|-1.75\|14.30\|14.39\|13.99\|96976;2026-04-24\|13.99\|-0.21\|13.99\|14.10\|13.75\|75276;2026-04-27\|14.12\|0.93\|13.93\|14.20\|13.61\|82477;2026-04-28\|13.92\|-1.42\|13.99\|14.12\|13.80\|59246;2026-04-29\|15.31\|9.99\|13.80\|15.31\|13.70\|255933;2026-04-30\|15.09\|-1.44\|15.33\|15.41\|14.90\|248674;2026-05-06\|15.56\|3.11\|15.23\|15.66\|15.01\|165189;2026-05-07\|15.78\|1.41\|15.44\|15.78\|15.25\|162773;2026-05-08\|15.47\|-1.96\|15.50\|15.86\|15.42\|111262;2026-05-11\|15.19\|-1.81\|15.47\|15.63\|15.03\|134118;2026-05-12\|15.27\|0.53\|15.26\|15.57\|14.98\|112947;2026-05-13\|15.34\|0.46\|15.27\|15.58\|15.17\|75140;2026-05-14\|15.33\|-0.07\|15.33\|15.57\|15.26\|93762;2026-05-15\|14.86\|-3.07\|15.48\|15.49\|14.83\|104800;2026-05-18\|14.21\|-4.37\|14.92\|15.00\|14.01\|123018;2026-05-19\|14.53\|2.25\|14.28\|14.53\|14.08\|81906;2026-05-20\|14.61\|0.55\|14.48\|14.77\|14.09\|68271;2026-05-21\|14.31\|-2.05\|14.72\|15.77\|14.23\|114392;2026-05-22\|14.90\|4.12\|14.46\|15.03\|14.18\|85087;2026-05-25\|14.44\|-3.09\|14.89\|15.10\|14.23\|65217;2026-05-26\|14.04\|-2.77\|14.35\|14.49\|13.80\|68980;2026-05-27\|13.67\|-2.64\|14.13\|14.13\|13.52\|54470;2026-05-28\|13.83\|1.17\|13.67\|14.00\|13.58\|39852;2026-05-29\|13.36\|-3.40\|13.92\|13.92\|13.23\|63103;2026-06-01\|13.41\|0.37\|13.36\|13.70\|13.22\|48222;2026-06-02\|13.31\|-0.75\|13.47\|13.57\|12.95\|53194;2026-06-03\|13.07\|-1.80\|13.31\|13.35\|12.95\|41325;2026-06-04\|12.33\|-5.66\|13.07\|13.07\|12.25\|90921;2026-06-05\|12.45\|0.97\|12.41\|12.70\|11.99\|63609;2026-06-08\|11.97\|-3.86\|12.12\|12.34\|11.66\|89618;2026-06-09\|12.05\|0.67\|11.98\|12.13\|11.73\|61502;2026-06-10\|11.88\|-1.41\|11.96\|12.13\|11.66\|45772;2026-06-11\|12.12\|2.02\|11.88\|12.23\|11.62\|70219;2026-06-12\|12.58\|3.80\|12.18\|12.76\|11.78\|100906;2026-06-15\|13.84\|10.02\|12.59\|13.84\|12.52\|104433;2026-06-16\|13.70\|-1.01\|13.86\|13.89\|13.23\|152854;2026-06-17\|13.48\|-1.61\|13.59\|14.00\|13.24\|123336;2026-06-18\|13.04\|-3.26\|13.60\|13.88\|12.82\|117351;2026-06-22\|14.11\|8.21\|13.09\|14.34\|12.90\|239740;2026-06-23\|13.91\|-1.42\|14.13\|14.42\|13.85\|169819;2026-06-24\|13.56\|-2.52\|13.94\|14.30\|13.33\|97306;2026-06-25\|13.50\|-0.44\|13.65\|14.10\|13.40\|126100;2026-06-26\|13.43\|-0.52\|13.53\|13.84\|13.12\|109426;2026-06-29\|12.93\|-3.72\|13.44\|13.64\|12.56\|101432;2026-06-30\|13.08\|1.16\|12.81\|13.15\|12.54\|89762;2026-07-01\|13.55\|3.59\|13.06\|13.98\|12.92\|131299;2026-07-02\|13.29\|-1.92\|13.44\|13.79\|13.20\|82950;2026-07-03\|12.99\|-2.26\|13.46\|13.63\|12.96\|75038;2026-07-06\|12.83\|-1.23\|13.09\|13.56\|12.78\|87807;2026-07-07\|12.66\|-1.32\|12.71\|12.97\|12.58\|66762;2026-07-08\|12.27\|-3.08\|12.68\|12.70\|12.06\|79007;2026-07-09\|12.20\|-0.57\|12.28\|12.49\|11.73\|69033;2026-07-10\|11.98\|-1.80\|12.25\|12.26\|11.97\|67684;2026-07-13\|11.14\|-7.01\|11.98\|12.10\|11.13\|81647;2026-07-14\|11.47\|2.96\|11.20\|11.48\|10.91\|61793;2026-07-15\|11.69\|1.92\|11.56\|12.20\|11.56\|86415;2026-07-16\|11.60\|-0.77\|11.64\|11.91\|11.45\|58232;2026-07-17\|11.42\|-1.55\|11.59\|11.95\|11.41\|79506
102917	年报及一季报密集披露	六氟化钨+钨产业链+一季报增长行业原因： 1、据每日经济新闻6月10日报道，芯片关键材料六氟化钨价格较去年同期暴涨232.7%，韩国核心供应商已通知三星等巨头2026年大幅涨价70%-90%。 2、据中钨在线6月8日消息，钨精矿与仲钨酸铵价格坚挺上行，矿端与冶炼厂惜售挺市态度明显，供给侧资源量相对有限，持货商控制出货节奏，对钨市形成提振。公司原因： 1、据证券时报网2026年6月10日报道，六氟化钨因AI驱动的HBM及3D NAND需求激增，供给趋紧，章源钨业作为上游钨粉生产企业被列入六氟化钨概念股，年内涨幅已达115%。 2、据2025年年度报告，公司主要从事钨矿山资源开发利用及以钨为原料的仲钨酸铵、钨粉、碳化钨粉、硬质合金、高强度钨丝等产品的生产销售，构建了上游勘探采选、中游冶炼制粉、下游精深加工的一体化生产体系，是国内具备完整钨产业链的企业之一。 3、据2026年4月28日一季报，公司2026年一季度实现营收26.31亿元，同比增长121.76%，归母净利润3.81亿元，同比增长795.78%，主因钨原料价格大幅上涨带动产品售价及毛利率显著提升。	1、最大的钨冶炼产品加工企业及最大的钨粉、碳化钨粉生产基地之一；公司钨粉产量排名第一，碳化钨粉产量排名第二；一季度净利润暴增近800%； 2、公司与中国南方稀土集团有限公司等共同出资设立江西泰斯特新材料测试评价中心有限公司，经营范围包括稀土产品	2026-03-10\|44.89\|-0.04\|45.50\|45.80\|41.36\|1230008;2026-03-11\|43.89\|-2.23\|47.12\|48.42\|43.00\|1388257;2026-03-12\|41.02\|-6.54\|43.80\|44.20\|40.11\|1190889;2026-03-13\|36.92\|-10.00\|39.90\|40.10\|36.92\|1222503;2026-03-16\|36.66\|-0.70\|35.68\|37.12\|35.17\|940353;2026-03-17\|36.10\|-1.53\|36.14\|38.02\|36.08\|768504;2026-03-18\|36.88\|2.16\|37.10\|37.66\|36.11\|663615;2026-03-19\|34.49\|-6.48\|36.00\|36.10\|34.16\|779704;2026-03-20\|33.73\|-2.20\|35.04\|35.33\|33.60\|498114;2026-03-23\|31.83\|-5.63\|33.31\|33.84\|31.45\|601513;2026-03-24\|32.59\|2.39\|32.40\|32.65\|30.96\|639404;2026-03-25\|32.13\|-1.41\|32.76\|33.19\|31.70\|813963;2026-03-26\|30.59\|-4.79\|32.12\|32.50\|30.06\|620786;2026-03-27\|32.44\|6.05\|30.08\|33.09\|30.07\|1056647;2026-03-30\|32.22\|-0.68\|32.66\|32.88\|31.30\|664082;2026-03-31\|31.31\|-2.82\|32.49\|32.70\|31.14\|471835;2026-04-01\|31.49\|0.57\|32.12\|32.18\|31.12\|392937;2026-04-02\|30.41\|-3.43\|31.44\|31.44\|30.00\|364237;2026-04-03\|29.80\|-2.01\|30.42\|30.98\|29.72\|236109;2026-04-07\|31.13\|4.46\|30.18\|31.93\|29.87\|505419;2026-04-08\|32.14\|3.24\|32.00\|32.23\|31.40\|703432;2026-04-09\|31.95\|-0.59\|31.65\|32.38\|31.46\|441791;2026-04-10\|31.48\|-1.47\|32.50\|32.60\|31.01\|390086;2026-04-13\|31.65\|0.54\|31.48\|32.18\|31.03\|365447;2026-04-14\|31.78\|0.41\|32.03\|32.44\|31.38\|484406;2026-04-15\|30.14\|-5.16\|32.28\|32.29\|30.02\|613664;2026-04-16\|32.39\|7.47\|30.38\|33.08\|29.73\|1104115;2026-04-17\|32.55\|0.49\|32.39\|33.80\|31.95\|1071165;2026-04-20\|33.50\|2.92\|32.57\|34.19\|32.57\|970654;2026-04-21\|32.51\|-2.96\|33.12\|33.21\|31.85\|637171;2026-04-22\|33.53\|3.14\|32.17\|34.49\|31.56\|893935;2026-04-23\|31.37\|-6.44\|33.54\|33.65\|30.81\|922208;2026-04-24\|30.80\|-1.82\|30.97\|31.40\|30.01\|510610;2026-04-27\|29.33\|-4.77\|30.41\|30.50\|28.90\|550753;2026-04-28\|29.93\|2.05\|30.50\|31.30\|29.55\|773658;2026-04-29\|32.92\|9.99\|29.90\|32.92\|29.90\|1115389;2026-04-30\|33.86\|2.86\|32.80\|34.73\|32.35\|1362026;2026-05-06\|34.61\|2.21\|33.80\|34.88\|32.69\|1188123;2026-05-07\|34.54\|-0.20\|34.69\|35.88\|34.16\|1057205;2026-05-08\|33.58\|-2.78\|33.66\|34.17\|33.01\|756344;2026-05-11\|33.29\|-0.86\|33.57\|33.95\|32.91\|683395;2026-05-12\|32.11\|-3.54\|33.56\|33.66\|31.70\|608049;2026-05-13\|33.83\|5.36\|31.90\|34.45\|31.81\|902899;2026-05-14\|31.71\|-6.27\|33.30\|33.77\|31.66\|666432;2026-05-15\|30.26\|-4.57\|31.51\|31.64\|30.03\|534265;2026-05-18\|29.95\|-1.02\|30.09\|30.82\|29.77\|389847;2026-05-19\|28.32\|-5.44\|29.95\|30.00\|27.76\|549451;2026-05-20\|28.26\|-0.21\|28.01\|28.69\|27.20\|450472;2026-05-21\|28.10\|-0.57\|28.43\|29.80\|28.00\|565496;2026-05-22\|29.05\|3.38\|28.11\|29.28\|28.01\|469833;2026-05-25\|28.50\|-1.89\|29.45\|29.87\|28.31\|358579;2026-05-26\|29.16\|2.32\|28.15\|29.45\|27.60\|471755;2026-05-27\|27.82\|-4.60\|29.38\|29.38\|27.51\|389569;2026-05-28\|28.56\|2.66\|27.55\|29.05\|27.43\|389550;2026-05-29\|28.93\|1.30\|28.81\|30.23\|27.87\|658456;2026-06-01\|29.07\|0.48\|29.41\|31.14\|28.83\|603967;2026-06-02\|29.47\|1.38\|29.07\|29.59\|27.69\|584571;2026-06-03\|30.84\|4.65\|29.43\|31.42\|28.79\|994635;2026-06-04\|31.03\|0.62\|30.45\|31.22\|29.60\|752302;2026-06-05\|29.69\|-4.32\|30.48\|31.40\|29.53\|619193;2026-06-08\|30.10\|1.38\|28.60\|31.58\|28.51\|761834;2026-06-09\|30.41\|1.03\|30.15\|30.90\|29.10\|679217;2026-06-10\|30.57\|0.53\|29.79\|31.32\|29.30\|695468;2026-06-11\|33.63\|10.01\|30.90\|33.63\|30.80\|1243382;2026-06-12\|34.64\|3.00\|35.00\|36.66\|32.87\|2018470;2026-06-15\|37.40\|7.97\|34.73\|37.88\|34.25\|1659847;2026-06-16\|37.88\|1.28\|36.32\|39.88\|36.01\|1463021;2026-06-17\|34.88\|-7.92\|36.85\|37.30\|34.73\|1261219;2026-06-18\|37.11\|6.39\|34.06\|37.81\|33.63\|1414618;2026-06-22\|40.52\|9.19\|37.50\|40.80\|37.20\|1532931;2026-06-23\|36.47\|-10.00\|40.00\|40.00\|36.47\|1008839;2026-06-24\|37.01\|1.48\|35.30\|37.89\|33.77\|983568;2026-06-25\|38.50\|4.03\|36.31\|38.60\|35.58\|1009105;2026-06-26\|36.19\|-5.71\|38.00\|38.99\|35.81\|780747;2026-06-29\|34.00\|-6.05\|35.62\|36.36\|33.23\|699976;2026-06-30\|33.48\|-1.53\|33.30\|34.25\|32.82\|610309;2026-07-01\|32.90\|-1.73\|33.96\|34.39\|32.58\|616960;2026-07-02\|35.43\|7.69\|32.30\|36.19\|31.82\|1230972;2026-07-03\|32.82\|-7.37\|35.30\|35.35\|32.70\|901397;2026-07-06\|30.37\|-7.46\|32.78\|33.58\|30.35\|676751;2026-07-07\|28.99\|-4.54\|30.34\|30.56\|28.75\|442171;2026-07-08\|27.67\|-4.55\|28.98\|29.30\|27.65\|382242;2026-07-09\|27.87\|0.72\|27.84\|28.20\|26.28\|453640;2026-07-10\|27.37\|-1.79\|28.10\|28.83\|27.33\|405780;2026-07-13\|26.60\|-2.81\|27.21\|28.09\|26.45\|396581;2026-07-14\|27.59\|3.72\|26.32\|27.66\|26.03\|395924;2026-07-15\|25.84\|-6.34\|27.73\|27.88\|25.77\|450054;2026-07-16\|24.57\|-4.91\|25.43\|25.85\|24.40\|356668;2026-07-17\|23.05\|-6.19\|24.57\|24.70\|22.80\|405712
102916	年报及一季报密集披露	地下管网+一季报扭亏+次新股 1、据2026年4月27日一季报，公司2026Q1营收1.38亿元，同比增长29.17%，归母净利润180.49万元，同比扭亏为盈。 2、公司于2025-12-30日上市，主营业务为排水管网系统的智慧诊断与健康评估、病害治理以及运营维护业务。 3、据2026年5月8日机构调研，公司紧抓“十五五”规划机遇，募投项目“研发中心建设”聚焦管网修复材料、全寿命周期及智慧排水研究，技术储备匹配未来5年5万亿地下管网改造需求。	2025-12上市	2026-03-10\|51.25\|0.53\|50.98\|52.00\|49.58\|37850;2026-03-11\|50.58\|-1.31\|51.00\|52.22\|50.28\|37421;2026-03-12\|48.80\|-3.52\|50.33\|50.33\|47.70\|36473;2026-03-13\|49.30\|1.02\|48.46\|51.15\|48.46\|25515;2026-03-16\|48.20\|-2.23\|49.15\|49.60\|47.74\|22442;2026-03-17\|46.69\|-3.13\|48.10\|48.84\|46.50\|23826;2026-03-18\|47.13\|0.94\|46.88\|47.21\|45.65\|22515;2026-03-19\|45.38\|-3.71\|46.68\|47.00\|45.21\|16725;2026-03-20\|44.62\|-1.67\|45.67\|46.85\|44.00\|17213;2026-03-23\|42.55\|-4.64\|44.58\|45.37\|42.18\|18325;2026-03-24\|45.52\|6.98\|43.50\|46.81\|43.31\|42755;2026-03-25\|46.13\|1.34\|45.61\|46.27\|44.55\|29473;2026-03-26\|46.14\|0.02\|46.00\|46.98\|44.96\|18500;2026-03-27\|45.73\|-0.89\|45.55\|46.38\|45.41\|12893;2026-03-30\|45.87\|0.31\|45.20\|46.76\|45.18\|13534;2026-03-31\|44.49\|-3.01\|46.06\|46.06\|44.10\|15856;2026-04-01\|44.98\|1.10\|45.00\|45.83\|44.71\|8957;2026-04-02\|44.65\|-0.73\|44.90\|44.99\|44.18\|11151;2026-04-03\|43.57\|-2.42\|44.54\|44.59\|43.40\|8252;2026-04-07\|43.83\|0.60\|43.75\|44.35\|43.27\|6721;2026-04-08\|46.32\|5.68\|44.38\|46.89\|44.22\|18268;2026-04-09\|45.75\|-1.23\|46.20\|46.29\|45.43\|9348;2026-04-10\|46.17\|0.92\|45.97\|47.32\|45.75\|10547;2026-04-13\|46.10\|-0.15\|46.47\|46.67\|45.61\|8681;2026-04-14\|45.42\|-1.48\|45.96\|47.88\|44.85\|26239;2026-04-15\|45.78\|0.79\|45.72\|46.47\|45.52\|15323;2026-04-16\|46.08\|0.66\|46.08\|46.26\|45.68\|10720;2026-04-17\|46.79\|1.54\|46.40\|47.99\|46.09\|23557;2026-04-20\|47.93\|2.44\|48.31\|50.50\|47.85\|50252;2026-04-21\|49.14\|2.52\|47.65\|49.86\|47.60\|34936;2026-04-22\|47.52\|-3.30\|48.80\|48.85\|47.18\|25678;2026-04-23\|45.66\|-3.91\|47.40\|47.40\|45.25\|22439;2026-04-24\|44.46\|-2.63\|45.57\|45.57\|44.00\|15102;2026-04-27\|44.20\|-0.58\|44.01\|44.34\|43.00\|13970;2026-04-28\|43.37\|-1.88\|44.00\|44.01\|43.00\|13487;2026-04-29\|47.71\|10.01\|44.41\|47.71\|44.41\|43176;2026-04-30\|46.85\|-1.80\|47.99\|48.00\|46.79\|37079;2026-05-06\|48.23\|2.95\|47.42\|48.72\|47.42\|28259;2026-05-07\|48.48\|0.52\|48.70\|48.99\|48.01\|19180;2026-05-08\|50.71\|4.60\|48.39\|51.03\|48.11\|30576;2026-05-11\|53.43\|5.36\|53.01\|55.78\|53.01\|46966;2026-05-12\|52.19\|-2.32\|53.46\|53.60\|51.42\|29317;2026-05-13\|52.78\|1.13\|51.83\|54.43\|51.72\|24312;2026-05-14\|51.50\|-2.43\|52.80\|53.14\|51.50\|17557;2026-05-15\|51.10\|-0.78\|52.15\|52.20\|50.53\|18866;2026-05-18\|51.55\|0.88\|51.41\|53.13\|50.90\|23119;2026-05-19\|50.55\|-1.94\|51.65\|51.65\|50.16\|15750;2026-05-20\|48.92\|-3.22\|50.52\|50.52\|48.62\|24362;2026-05-21\|46.00\|-5.97\|49.11\|50.11\|45.85\|38209;2026-05-22\|46.64\|1.39\|46.96\|47.43\|46.04\|18829;2026-05-25\|46.75\|0.24\|47.11\|47.79\|46.59\|15104;2026-05-26\|45.37\|-2.95\|46.82\|46.82\|44.38\|18347;2026-05-27\|44.00\|-3.02\|45.21\|45.39\|43.62\|12180;2026-05-28\|46.51\|5.70\|44.00\|47.90\|43.99\|26112;2026-05-29\|47.18\|1.44\|48.00\|48.80\|46.50\|24808;2026-06-01\|45.77\|-2.99\|46.00\|48.24\|45.32\|19711;2026-06-02\|44.31\|-3.19\|45.36\|45.67\|43.21\|23896;2026-06-03\|43.04\|-2.87\|44.30\|44.30\|42.44\|19309;2026-06-04\|41.44\|-3.29\|42.84\|43.22\|41.22\|15261;2026-06-05\|41.40\|-0.10\|41.85\|42.32\|40.80\|13624;2026-06-08\|40.97\|-1.04\|40.60\|42.00\|40.52\|15696;2026-06-09\|40.68\|-0.71\|41.00\|41.70\|40.34\|14326;2026-06-10\|40.58\|-0.25\|40.50\|40.60\|38.30\|24859;2026-06-11\|39.06\|-3.75\|39.59\|40.13\|38.81\|11657;2026-06-12\|39.55\|1.25\|39.47\|40.05\|39.10\|11124;2026-06-15\|39.78\|0.58\|39.55\|40.30\|39.47\|11460;2026-06-16\|39.70\|-0.20\|40.09\|40.09\|39.04\|9533;2026-06-17\|40.29\|1.49\|39.70\|40.78\|39.22\|15630;2026-06-18\|39.90\|-0.97\|40.23\|40.23\|39.28\|10851;2026-06-22\|38.37\|-3.83\|39.57\|39.57\|37.44\|17415;2026-06-23\|38.45\|0.21\|38.08\|38.83\|37.83\|10220;2026-06-24\|37.48\|-2.52\|38.00\|38.31\|37.11\|12836;2026-06-25\|35.95\|-4.08\|37.50\|37.50\|35.87\|15502;2026-06-26\|34.77\|-3.28\|35.55\|35.63\|34.60\|12043;2026-06-29\|34.40\|-1.06\|34.77\|35.05\|33.36\|15318;2026-06-30\|35.42\|2.97\|34.30\|35.90\|33.51\|15241;2026-07-01\|36.27\|2.40\|35.36\|36.99\|35.04\|14172;2026-07-02\|36.05\|-0.61\|36.28\|36.84\|35.86\|9920;2026-07-03\|36.13\|0.22\|36.05\|36.55\|35.71\|8165;2026-07-06\|37.43\|3.60\|36.01\|38.00\|36.01\|21891;2026-07-07\|35.13\|-6.14\|38.00\|38.15\|35.08\|22058;2026-07-08\|35.05\|-0.23\|35.22\|36.83\|34.88\|14493;2026-07-09\|34.88\|-0.48\|34.89\|35.33\|33.93\|11989;2026-07-10\|35.29\|1.18\|34.80\|35.92\|34.20\|15478;2026-07-13\|33.01\|-6.46\|34.80\|34.80\|32.86\|14394;2026-07-14\|32.41\|-1.82\|32.88\|32.92\|31.68\|12452;2026-07-15\|32.35\|-0.19\|32.41\|33.15\|32.10\|9055;2026-07-16\|32.44\|0.28\|32.07\|32.97\|31.95\|6515;2026-07-17\|30.99\|-4.47\|32.12\|32.70\|30.56\|10707
102915	年报及一季报密集披露	纳入深证成指+PCB铜箔+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔，一季度净利润1.06亿，同比增长2138.17%	2026-03-10\|43.69\|6.59\|40.68\|44.65\|40.68\|336556;2026-03-11\|44.15\|1.05\|44.00\|45.49\|43.20\|427752;2026-03-12\|42.30\|-4.19\|44.03\|45.98\|41.93\|303550;2026-03-13\|41.13\|-2.77\|41.87\|42.10\|41.00\|195184;2026-03-16\|42.44\|3.19\|41.13\|43.60\|40.10\|344387;2026-03-17\|39.85\|-6.10\|42.80\|44.00\|39.78\|404442;2026-03-18\|40.36\|1.28\|40.65\|40.85\|39.56\|229474;2026-03-19\|38.39\|-4.88\|39.65\|39.82\|38.12\|216662;2026-03-20\|37.83\|-1.46\|38.85\|39.76\|37.51\|239418;2026-03-23\|34.88\|-7.80\|37.01\|37.88\|34.66\|311695;2026-03-24\|36.61\|4.96\|35.92\|36.80\|34.00\|259526;2026-03-25\|37.57\|2.62\|37.31\|38.96\|36.71\|264536;2026-03-26\|36.99\|-1.54\|37.89\|38.80\|36.75\|245011;2026-03-27\|37.89\|2.43\|36.44\|40.15\|35.73\|381733;2026-03-30\|38.98\|2.88\|37.50\|39.58\|37.38\|400926;2026-03-31\|37.50\|-3.80\|38.48\|38.95\|37.02\|280881;2026-04-01\|38.60\|2.93\|38.55\|39.74\|37.66\|389263;2026-04-02\|36.79\|-4.69\|38.09\|38.33\|36.31\|291687;2026-04-03\|36.14\|-1.77\|37.00\|37.87\|36.10\|234258;2026-04-07\|40.81\|12.92\|37.63\|42.00\|37.49\|612819;2026-04-08\|42.18\|3.36\|41.65\|42.33\|40.15\|653001;2026-04-09\|43.05\|2.06\|41.00\|43.78\|40.54\|631884;2026-04-10\|42.45\|-1.39\|43.13\|43.96\|42.18\|476321;2026-04-13\|45.65\|7.54\|41.26\|46.37\|41.25\|588259;2026-04-14\|45.68\|0.07\|46.00\|46.80\|44.80\|525682;2026-04-15\|45.16\|-1.14\|45.80\|48.78\|44.55\|572115;2026-04-16\|46.02\|1.90\|45.28\|46.49\|44.16\|394802;2026-04-17\|47.54\|3.30\|45.11\|48.87\|45.11\|458560;2026-04-20\|46.79\|-1.58\|47.42\|48.20\|46.06\|431838;2026-04-21\|49.34\|5.45\|46.27\|50.88\|46.20\|597996;2026-04-22\|51.49\|4.36\|48.61\|52.30\|48.60\|510706;2026-04-23\|48.28\|-6.23\|51.10\|51.80\|47.90\|401044;2026-04-24\|47.00\|-2.65\|47.50\|48.41\|46.50\|263284;2026-04-27\|51.31\|9.17\|47.83\|53.50\|47.56\|494441;2026-04-28\|59.15\|15.28\|53.99\|61.57\|52.34\|670457;2026-04-29\|70.98\|20.00\|57.97\|70.98\|57.89\|779598;2026-04-30\|78.34\|10.37\|72.32\|82.49\|70.00\|763744;2026-05-06\|88.55\|13.03\|78.55\|92.50\|75.30\|705631;2026-05-07\|86.80\|-1.98\|85.00\|89.71\|82.44\|554482;2026-05-08\|88.54\|2.00\|85.48\|90.80\|85.00\|450279;2026-05-11\|87.10\|-1.63\|87.60\|88.93\|85.00\|461971;2026-05-12\|94.51\|8.51\|87.10\|96.00\|84.08\|617971;2026-05-13\|99.01\|4.76\|90.00\|103.96\|88.50\|555067;2026-05-14\|85.88\|-13.26\|95.00\|96.00\|84.18\|512771;2026-05-15\|83.20\|-3.12\|84.66\|88.89\|80.10\|390272;2026-05-18\|87.11\|4.70\|83.14\|88.78\|80.50\|333327;2026-05-19\|87.53\|0.48\|86.70\|90.98\|85.02\|278968;2026-05-20\|87.99\|0.53\|87.11\|89.88\|84.47\|287883;2026-05-21\|82.93\|-5.75\|89.99\|91.50\|82.80\|325049;2026-05-22\|90.93\|9.65\|83.13\|94.50\|83.13\|384504;2026-05-25\|95.68\|5.22\|95.00\|99.01\|89.10\|384498;2026-05-26\|102.45\|7.08\|92.00\|103.00\|91.15\|406540;2026-05-27\|101.92\|-0.52\|100.00\|106.60\|95.00\|366325;2026-05-28\|119.08\|16.84\|102.47\|122.30\|100.00\|536682;2026-05-29\|114.00\|-4.27\|111.20\|125.88\|109.67\|534133;2026-06-01\|104.89\|-7.99\|110.54\|115.25\|96.92\|370829;2026-06-02\|103.63\|-1.20\|105.00\|106.00\|97.40\|321475;2026-06-03\|107.40\|3.64\|102.66\|112.40\|100.43\|356640;2026-06-04\|109.75\|2.19\|103.69\|109.79\|103.60\|287725;2026-06-05\|111.26\|1.38\|107.01\|116.66\|107.00\|310968;2026-06-08\|113.10\|1.65\|102.41\|113.10\|102.38\|279073;2026-06-09\|122.76\|8.54\|117.80\|124.10\|114.23\|363776;2026-06-10\|122.80\|0.03\|120.00\|131.45\|118.09\|330146;2026-06-11\|127.98\|4.22\|121.00\|129.50\|116.18\|323874;2026-06-12\|141.80\|10.80\|134.94\|148.00\|133.10\|461062;2026-06-15\|170.16\|20.00\|149.00\|170.16\|147.00\|412898;2026-06-16\|178.17\|4.71\|182.10\|198.80\|172.05\|568806;2026-06-17\|181.69\|1.98\|178.19\|192.58\|177.00\|516619;2026-06-18\|200.00\|10.08\|179.30\|202.15\|178.01\|436345;2026-06-22\|196.50\|-1.75\|195.55\|200.60\|179.00\|612969;2026-06-23\|171.81\|-12.56\|188.69\|189.00\|171.10\|474029;2026-06-24\|186.69\|8.66\|174.90\|188.98\|174.90\|468737;2026-06-25\|183.27\|-1.83\|180.98\|187.58\|176.00\|505759;2026-06-26\|170.30\|-7.08\|175.00\|176.00\|160.96\|574127;2026-06-29\|160.68\|-5.65\|166.51\|172.83\|152.80\|442712;2026-06-30\|165.07\|2.73\|159.50\|169.10\|157.00\|381224;2026-07-01\|164.84\|-0.14\|166.00\|174.31\|162.00\|447094;2026-07-02\|157.92\|-4.20\|154.00\|164.93\|147.00\|328765;2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912;2026-07-13\|119.75\|-9.34\|132.07\|133.50\|119.20\|340301;2026-07-14\|134.21\|12.08\|121.91\|135.15\|120.00\|394283;2026-07-15\|127.40\|-5.07\|136.89\|137.96\|126.19\|302658;2026-07-16\|127.21\|-0.15\|125.11\|133.60\|120.30\|329746;2026-07-17\|129.05\|1.45\|125.06\|132.36\|120.88\|511566
102914	年报及一季报密集披露	跨境电商+童装+一季报扭亏 1、据2025年5月9日投资者关系管理信息，公司已入驻SHEIN、TEMU、速卖通等跨境电商平台，以拓宽海外市场。 2、据2025年年度报告，公司深耕童装行业30年，旗下核心品牌“ANNIL安奈儿”定位中高端童装，截至2025年末全国门店586家。 3、据2026年4月29日一季报，公司一季度营收1.62亿元，同比增长12.53%，归母净利润1501.53万元，同比扭亏为盈。	我国知名的童装品牌之一，一季度净利润同比增长280.18%	2026-03-10\|19.54\|2.20\|19.29\|19.74\|19.12\|51384;2026-03-11\|19.73\|0.97\|19.86\|20.10\|19.47\|53813;2026-03-12\|19.73\|0.00\|19.76\|20.08\|19.50\|51061;2026-03-13\|19.21\|-2.64\|19.88\|19.88\|19.14\|40472;2026-03-16\|18.97\|-1.25\|19.20\|19.26\|18.85\|35678;2026-03-17\|18.42\|-2.90\|19.00\|19.23\|18.33\|33566;2026-03-18\|19.76\|7.27\|18.50\|20.10\|18.40\|94732;2026-03-19\|19.58\|-0.91\|19.56\|19.76\|19.32\|62854;2026-03-20\|19.17\|-2.09\|19.57\|20.00\|19.01\|63413;2026-03-23\|17.99\|-6.16\|18.88\|19.05\|17.68\|75794;2026-03-24\|19.02\|5.73\|18.39\|19.38\|17.98\|65383;2026-03-25\|19.37\|1.84\|19.13\|19.42\|18.73\|47921;2026-03-26\|19.23\|-0.72\|19.50\|19.51\|18.96\|30882;2026-03-27\|19.41\|0.94\|18.85\|19.66\|18.78\|25669;2026-03-30\|19.28\|-0.67\|19.35\|19.35\|18.93\|39281;2026-03-31\|18.93\|-1.82\|19.15\|19.85\|18.89\|43385;2026-04-01\|19.19\|1.37\|19.31\|19.49\|18.88\|34015;2026-04-02\|19.05\|-0.73\|19.33\|19.42\|18.93\|46189;2026-04-03\|18.26\|-4.15\|19.00\|19.15\|18.23\|44019;2026-04-07\|18.38\|0.66\|18.27\|18.59\|18.17\|26051;2026-04-08\|18.95\|3.10\|18.60\|19.12\|18.50\|40000;2026-04-09\|18.91\|-0.21\|18.88\|19.14\|18.56\|36322;2026-04-10\|18.78\|-0.69\|19.01\|19.20\|18.73\|45123;2026-04-13\|19.16\|2.02\|18.69\|19.30\|18.63\|50562;2026-04-14\|19.52\|1.88\|19.16\|19.70\|18.95\|51999;2026-04-15\|19.08\|-2.25\|19.73\|19.73\|18.90\|48895;2026-04-16\|20.99\|10.01\|18.98\|20.99\|18.98\|181775;2026-04-17\|22.06\|5.10\|21.41\|22.16\|20.80\|229751;2026-04-20\|22.71\|2.95\|22.07\|22.79\|22.03\|137230;2026-04-21\|23.84\|4.98\|23.01\|23.98\|22.80\|148583;2026-04-22\|23.11\|-3.06\|23.85\|24.31\|22.75\|166549;2026-04-23\|22.72\|-1.69\|23.07\|23.25\|21.60\|169617;2026-04-24\|22.26\|-2.02\|22.72\|23.25\|22.23\|104600;2026-04-27\|22.75\|2.20\|22.28\|23.23\|22.17\|80410;2026-04-28\|22.39\|-1.58\|22.50\|22.75\|22.17\|52357;2026-04-29\|24.63\|10.00\|22.43\|24.63\|22.35\|133376;2026-04-30\|25.32\|2.80\|25.15\|26.80\|24.70\|194533;2026-05-06\|24.83\|-1.94\|25.56\|25.63\|24.42\|129535;2026-05-07\|24.26\|-2.30\|24.21\|24.80\|23.86\|99846;2026-05-08\|25.30\|4.29\|24.21\|26.12\|24.21\|109627;2026-05-11\|25.25\|-0.20\|25.33\|25.80\|24.56\|111836;2026-05-12\|24.82\|-1.70\|25.30\|25.30\|24.60\|61164;2026-05-13\|25.11\|1.17\|25.04\|25.34\|24.69\|63734;2026-05-14\|24.87\|-0.96\|24.99\|25.68\|24.71\|64147;2026-05-15\|23.89\|-3.94\|24.87\|25.04\|23.76\|82354;2026-05-18\|23.19\|-2.93\|23.90\|24.06\|22.95\|76049;2026-05-19\|23.35\|0.69\|23.12\|23.49\|22.61\|65836;2026-05-20\|22.96\|-1.67\|23.18\|23.59\|22.88\|44582;2026-05-21\|22.15\|-3.53\|22.96\|23.40\|22.06\|53539;2026-05-22\|22.85\|3.16\|22.55\|23.35\|22.12\|61853;2026-05-25\|23.00\|0.66\|23.31\|23.75\|22.40\|53857;2026-05-26\|22.59\|-1.78\|22.98\|23.17\|22.08\|51595;2026-05-27\|21.87\|-3.19\|22.57\|22.79\|21.55\|52367;2026-05-28\|21.59\|-1.28\|21.60\|22.23\|21.19\|39972;2026-05-29\|20.60\|-4.59\|21.74\|21.74\|20.51\|60719;2026-06-01\|20.45\|-0.73\|20.41\|21.00\|20.30\|40277;2026-06-02\|19.83\|-3.03\|20.45\|20.45\|19.52\|58036;2026-06-03\|21.81\|9.98\|20.00\|21.81\|20.00\|55799;2026-06-04\|19.63\|-10.00\|21.52\|21.52\|19.63\|121058;2026-06-05\|18.61\|-5.20\|19.47\|19.56\|18.47\|116950;2026-06-08\|17.57\|-5.59\|18.19\|18.59\|17.19\|93217;2026-06-09\|17.10\|-2.67\|17.69\|17.89\|16.96\|76603;2026-06-10\|16.83\|-1.58\|17.02\|17.39\|16.72\|56247;2026-06-11\|16.66\|-1.01\|16.71\|16.88\|16.41\|45442;2026-06-12\|16.50\|-0.96\|16.89\|17.39\|16.47\|48987;2026-06-15\|16.60\|0.61\|16.55\|17.10\|16.30\|49485;2026-06-16\|16.76\|0.96\|16.28\|17.18\|15.03\|127552;2026-06-17\|16.57\|-1.13\|16.72\|17.06\|16.29\|75925;2026-06-18\|16.01\|-3.38\|16.52\|16.69\|15.70\|81940;2026-06-22\|16.54\|3.31\|16.00\|16.82\|15.51\|108430;2026-06-23\|17.30\|4.59\|16.42\|17.65\|16.42\|92948;2026-06-24\|16.46\|-4.86\|17.28\|17.33\|16.20\|79393;2026-06-25\|16.29\|-1.03\|16.34\|16.75\|16.25\|52172;2026-06-26\|15.11\|-7.24\|16.06\|16.27\|15.01\|90643;2026-06-29\|14.97\|-0.93\|15.00\|15.23\|14.61\|80041;2026-06-30\|14.86\|-0.73\|14.92\|15.19\|14.65\|50757;2026-07-01\|15.17\|2.09\|14.88\|15.74\|14.74\|80723;2026-07-02\|14.85\|-2.11\|15.32\|15.48\|14.70\|51490;2026-07-03\|14.84\|-0.07\|14.85\|15.07\|14.58\|55814;2026-07-06\|14.36\|-3.23\|14.84\|15.05\|14.33\|51317;2026-07-07\|13.64\|-5.01\|14.27\|14.50\|13.56\|59738;2026-07-08\|13.06\|-4.25\|13.58\|13.69\|13.02\|66162;2026-07-09\|12.82\|-1.84\|13.00\|13.19\|12.40\|92034;2026-07-10\|13.54\|5.62\|12.70\|14.10\|12.69\|132108;2026-07-13\|13.21\|-2.44\|14.22\|14.22\|13.04\|108819;2026-07-14\|12.70\|-3.86\|13.26\|13.45\|12.51\|86463;2026-07-15\|12.64\|-0.47\|12.87\|13.17\|12.60\|61020;2026-07-16\|12.71\|0.55\|12.54\|13.02\|12.44\|48303;2026-07-17\|11.96\|-5.90\|12.66\|12.95\|11.78\|77027
102913	年报及一季报密集披露	一季报增长+高股息+铁路列控 1、据2026年4月29日一季报，公司一季度营收3.79亿元、同比增长18.66%，归母净利润1.61亿元、同比增长26.66%，盈利提升。 2、据2026年4月11日公告，公司2025年度拟派息10派5.245元含税，全年现金分红总额10.01亿元，占净利润179.93%，并承诺2024-2026年分红比例不低于60%，高股息特征突出。 3、据2026年4月11日年报，公司主营列车运行控制、铁路安防、高铁监测三大业务，LKJ列控系统市占率超48%，新一代LKJ-15S已小批量供货，受益铁路数字化升级。	国内列控系统龙头，一季度净利润同比增长26.66%	2026-03-10\|26.55\|2.15\|26.09\|26.55\|26.00\|31209;2026-03-11\|26.33\|-0.83\|26.54\|26.54\|26.26\|29535;2026-03-12\|26.13\|-0.76\|26.26\|26.37\|26.01\|23104;2026-03-13\|26.20\|0.27\|26.00\|26.40\|26.00\|29614;2026-03-16\|26.25\|0.19\|26.18\|26.28\|25.99\|23603;2026-03-17\|26.63\|1.45\|26.25\|27.18\|26.18\|66776;2026-03-18\|26.33\|-1.13\|26.66\|26.70\|26.18\|39542;2026-03-19\|25.75\|-2.20\|26.42\|26.42\|25.70\|38988;2026-03-20\|25.45\|-1.17\|25.76\|25.90\|25.42\|34613;2026-03-23\|23.87\|-6.21\|25.00\|25.06\|23.75\|60767;2026-03-24\|24.34\|1.97\|24.21\|24.37\|23.90\|28911;2026-03-25\|24.77\|1.77\|24.42\|24.84\|24.42\|22464;2026-03-26\|24.71\|-0.24\|24.79\|24.91\|24.59\|18742;2026-03-27\|25.21\|2.02\|24.75\|25.25\|24.50\|23747;2026-03-30\|25.65\|1.75\|25.01\|25.88\|24.91\|30312;2026-03-31\|25.81\|0.62\|25.63\|26.15\|25.58\|32743;2026-04-01\|25.88\|0.27\|26.08\|26.14\|25.72\|23003;2026-04-02\|25.82\|-0.23\|25.73\|25.94\|25.70\|20946;2026-04-03\|25.53\|-1.12\|25.82\|25.93\|25.49\|17425;2026-04-07\|25.40\|-0.51\|25.53\|25.77\|25.31\|17350;2026-04-08\|26.02\|2.44\|25.91\|26.05\|25.80\|35475;2026-04-09\|25.62\|-1.54\|25.90\|25.98\|25.59\|23558;2026-04-10\|26.08\|1.80\|25.72\|26.17\|25.72\|34883;2026-04-13\|24.57\|-5.79\|25.16\|25.30\|24.40\|83624;2026-04-14\|24.35\|-0.90\|24.68\|24.72\|24.04\|55798;2026-04-15\|24.29\|-0.25\|24.45\|24.45\|24.21\|31001;2026-04-16\|24.34\|0.21\|24.28\|24.36\|24.16\|32832;2026-04-17\|24.48\|0.58\|24.28\|24.54\|24.17\|34274;2026-04-20\|24.61\|0.53\|24.46\|24.73\|24.41\|29636;2026-04-21\|24.44\|-0.69\|24.57\|24.62\|24.30\|22083;2026-04-22\|24.56\|0.49\|24.30\|24.59\|24.28\|20518;2026-04-23\|24.26\|-1.22\|24.48\|24.56\|24.23\|26724;2026-04-24\|23.98\|-1.15\|24.15\|24.30\|23.92\|25027;2026-04-27\|24.02\|0.17\|23.88\|24.06\|23.78\|22279;2026-04-28\|23.78\|-1.00\|23.80\|24.04\|23.63\|32740;2026-04-29\|26.16\|10.01\|24.96\|26.16\|24.96\|169698;2026-04-30\|26.16\|0.00\|26.18\|26.51\|25.78\|172599;2026-05-06\|26.70\|2.06\|26.26\|26.98\|26.02\|106467;2026-05-07\|26.58\|-0.45\|26.68\|26.83\|26.47\|53904;2026-05-08\|26.55\|-0.11\|26.59\|26.82\|26.40\|52482;2026-05-11\|26.73\|0.68\|26.57\|26.95\|26.38\|64758;2026-05-12\|26.42\|-1.16\|26.78\|26.80\|26.37\|41562;2026-05-13\|26.74\|1.21\|26.55\|26.78\|26.46\|47582;2026-05-14\|26.78\|0.15\|26.73\|27.27\|26.50\|86119;2026-05-15\|26.88\|0.37\|26.90\|27.29\|26.71\|90411;2026-05-18\|25.39\|-5.54\|25.84\|25.85\|24.60\|106761;2026-05-19\|25.80\|1.61\|25.38\|25.88\|25.26\|53951;2026-05-20\|25.57\|-0.89\|25.70\|25.70\|25.33\|38577;2026-05-21\|24.42\|-2.52\|25.18\|25.66\|24.42\|48501;2026-05-22\|24.41\|-0.04\|24.43\|24.65\|24.30\|28925;2026-05-25\|23.76\|-2.66\|24.43\|24.49\|23.42\|57280;2026-05-26\|23.57\|-0.80\|23.76\|23.86\|23.31\|34360;2026-05-27\|22.81\|-3.22\|23.52\|23.63\|22.65\|53034;2026-05-28\|22.44\|-1.62\|22.85\|22.85\|22.10\|48836;2026-05-29\|22.26\|-0.80\|22.67\|22.67\|22.13\|36998;2026-06-01\|22.53\|1.21\|22.16\|22.64\|21.91\|55054;2026-06-02\|22.58\|0.22\|22.65\|22.88\|22.23\|42481;2026-06-03\|22.38\|-0.89\|22.57\|22.72\|22.30\|30791;2026-06-04\|22.06\|-1.43\|22.37\|22.48\|22.00\|23254;2026-06-05\|22.31\|1.13\|22.24\|22.52\|22.00\|27639;2026-06-08\|22.08\|-1.03\|22.11\|22.32\|21.73\|38625;2026-06-09\|22.16\|0.36\|22.12\|22.27\|21.92\|27711;2026-06-10\|22.08\|-0.36\|22.11\|22.16\|21.64\|25280;2026-06-11\|21.71\|-1.68\|22.05\|22.09\|21.46\|31066;2026-06-12\|21.79\|0.37\|21.82\|22.07\|21.65\|34010;2026-06-15\|21.92\|0.60\|21.80\|22.06\|21.76\|35676;2026-06-16\|21.75\|-0.78\|22.00\|22.00\|21.66\|29088;2026-06-17\|21.59\|-0.74\|21.67\|21.87\|21.55\|27664;2026-06-18\|21.26\|-1.53\|21.58\|21.59\|21.15\|33007;2026-06-22\|21.77\|2.40\|21.22\|21.80\|20.78\|49687;2026-06-23\|22.11\|1.56\|21.84\|22.38\|21.77\|52394;2026-06-24\|21.62\|-2.22\|22.11\|22.25\|21.50\|33037;2026-06-25\|21.10\|-2.41\|21.58\|21.70\|21.02\|36866;2026-06-26\|21.18\|0.38\|21.01\|21.39\|20.68\|40478;2026-06-29\|21.16\|-0.09\|21.00\|21.35\|20.45\|33598;2026-06-30\|21.36\|0.95\|21.00\|21.48\|20.93\|25901;2026-07-01\|21.55\|0.89\|21.43\|21.68\|21.16\|38796;2026-07-02\|21.60\|0.23\|21.53\|21.84\|21.48\|31312;2026-07-03\|22.20\|2.78\|21.70\|22.37\|21.60\|43069;2026-07-06\|22.37\|0.77\|22.03\|22.42\|21.88\|39234;2026-07-07\|21.87\|-2.24\|22.42\|22.48\|21.78\|30916;2026-07-08\|22.13\|1.19\|21.93\|22.18\|21.70\|33269;2026-07-09\|21.81\|-1.45\|22.13\|22.13\|21.73\|33197;2026-07-10\|21.97\|0.73\|21.81\|22.20\|21.48\|31876;2026-07-13\|21.76\|-0.96\|22.03\|22.07\|21.66\|48198;2026-07-14\|21.73\|-0.14\|21.83\|21.84\|21.51\|30903;2026-07-15\|22.20\|2.16\|21.60\|22.20\|21.58\|41006;2026-07-16\|22.13\|-0.32\|22.20\|22.40\|21.97\|34540;2026-07-17\|21.95\|-0.81\|22.13\|22.36\|21.86\|54271
102912	年报及一季报密集披露	AI算力+中药+资产重整 1、据2026年6月3日公告，公司拟与挖金客共同投资设立控股子公司北京康惠智创科技有限公司，旨在拓展业务布局；据2026年6月5日业绩说明会，市场高度关注公司算力业务落地进度及康惠Token工厂相关情况，公司向AI算力领域的战略转型受关注。 2、据2026年4月24日年报及同日公告，公司主营中成药研发、生产与销售，拥有100余个国药准字号批文，核心产品复方双花片、消银颗粒等列入国家医保目录。 3、据2026年6月13日公告，控股子公司陕西友帮预重整案件临时管理人面向社会公开招募意向投资人，旨在优化资产负债结构、盘活资产。	陕西省知名中药企业；一季度业绩同比扭亏	2026-03-10\|27.50\|1.40\|27.35\|27.82\|26.91\|31420;2026-03-11\|27.87\|1.35\|27.61\|28.14\|27.21\|42682;2026-03-12\|28.10\|0.83\|27.90\|28.58\|27.36\|33880;2026-03-13\|27.92\|-0.64\|27.73\|28.43\|27.50\|25822;2026-03-16\|28.49\|2.04\|28.03\|28.60\|27.88\|29160;2026-03-17\|27.68\|-2.84\|28.49\|28.69\|27.50\|31499;2026-03-18\|28.47\|2.85\|27.41\|28.51\|27.41\|34576;2026-03-19\|27.47\|-3.51\|28.38\|28.47\|27.22\|33409;2026-03-20\|26.36\|-4.04\|27.68\|27.68\|26.08\|38338;2026-03-23\|24.43\|-7.32\|26.01\|26.10\|24.20\|44414;2026-03-24\|26.11\|6.88\|24.89\|26.23\|24.20\|46668;2026-03-25\|27.72\|6.17\|26.14\|27.95\|26.14\|48691;2026-03-26\|27.25\|-1.70\|28.01\|28.18\|26.75\|35744;2026-03-27\|27.08\|-0.62\|27.38\|27.62\|26.60\|27435;2026-03-30\|26.80\|-1.03\|27.18\|27.18\|26.33\|23523;2026-03-31\|26.42\|-1.42\|26.79\|27.45\|26.38\|19178;2026-04-01\|26.46\|0.15\|26.70\|27.26\|26.08\|24773;2026-04-02\|26.15\|-1.17\|26.68\|26.70\|25.74\|19168;2026-04-03\|25.62\|-2.03\|26.20\|26.34\|25.27\|21290;2026-04-07\|26.47\|3.32\|25.63\|26.88\|25.39\|31717;2026-04-08\|26.99\|1.96\|27.00\|27.29\|26.74\|29672;2026-04-09\|27.11\|0.44\|26.82\|27.85\|25.56\|28635;2026-04-10\|26.34\|-2.84\|27.10\|27.40\|26.27\|24194;2026-04-13\|25.88\|-1.75\|26.51\|26.61\|25.60\|18170;2026-04-14\|28.47\|10.01\|26.26\|28.47\|25.98\|67872;2026-04-15\|29.58\|3.90\|28.47\|30.07\|27.16\|116378;2026-04-16\|31.00\|4.80\|29.44\|31.44\|28.66\|89108;2026-04-17\|30.12\|-2.84\|30.84\|31.30\|30.00\|56202;2026-04-20\|32.54\|8.03\|30.22\|33.13\|30.22\|96443;2026-04-21\|33.89\|4.15\|33.00\|34.22\|32.62\|102322;2026-04-22\|35.77\|5.55\|33.68\|36.30\|33.68\|67350;2026-04-23\|35.30\|-1.31\|35.88\|36.26\|34.65\|57225;2026-04-24\|34.40\|-2.55\|35.53\|35.60\|34.00\|53751;2026-04-27\|33.39\|-2.94\|34.53\|34.53\|32.92\|52669;2026-04-28\|33.44\|0.15\|33.26\|34.30\|33.08\|30677;2026-04-29\|36.78\|9.99\|33.15\|36.78\|33.02\|67971;2026-04-30\|36.30\|-1.31\|36.59\|37.20\|35.64\|66779;2026-05-06\|37.10\|2.20\|35.95\|38.22\|35.95\|54924;2026-05-07\|37.17\|0.19\|36.98\|37.67\|36.20\|36815;2026-05-08\|37.58\|1.10\|37.16\|37.85\|36.76\|35592;2026-05-11\|39.42\|4.90\|37.58\|40.00\|37.05\|61183;2026-05-12\|38.80\|-1.57\|38.51\|40.99\|38.00\|64236;2026-05-13\|40.07\|3.27\|39.35\|40.88\|38.14\|48260;2026-05-14\|39.85\|-0.55\|40.04\|40.70\|39.26\|37430;2026-05-15\|38.49\|-3.41\|40.00\|40.10\|37.62\|50000;2026-05-18\|39.36\|2.26\|38.48\|39.86\|38.19\|39218;2026-05-19\|38.68\|-1.73\|39.36\|40.00\|37.80\|39409;2026-05-20\|38.85\|0.44\|38.58\|39.08\|38.00\|29102;2026-05-21\|38.15\|-1.80\|38.56\|40.13\|37.50\|50716;2026-05-22\|39.30\|3.01\|38.09\|39.60\|37.00\|51304;2026-05-25\|38.71\|-1.50\|40.09\|40.12\|37.50\|49628;2026-05-26\|37.19\|-3.93\|38.03\|38.71\|35.70\|42719;2026-05-27\|37.49\|0.81\|37.00\|37.74\|36.10\|39850;2026-05-28\|37.03\|-1.23\|37.40\|37.87\|36.41\|35706;2026-05-29\|36.49\|-1.46\|36.60\|37.40\|35.75\|31457;2026-06-01\|38.00\|4.14\|36.34\|39.29\|35.80\|47666;2026-06-02\|37.74\|-0.68\|37.92\|38.39\|36.50\|26713;2026-06-03\|38.12\|1.01\|37.99\|38.55\|37.20\|27882;2026-06-04\|38.48\|0.94\|38.00\|38.50\|37.05\|22502;2026-06-05\|38.07\|-1.07\|38.49\|39.35\|37.44\|34985;2026-06-08\|35.90\|-5.70\|37.00\|37.45\|35.31\|36889;2026-06-09\|37.22\|3.68\|36.46\|37.80\|34.88\|36564;2026-06-10\|37.88\|1.77\|36.63\|38.75\|36.63\|35460;2026-06-11\|39.72\|4.86\|38.38\|40.98\|36.60\|66218;2026-06-12\|36.48\|-8.16\|39.73\|39.92\|35.95\|72608;2026-06-15\|39.42\|8.06\|36.58\|40.13\|36.58\|113669;2026-06-16\|40.12\|1.78\|39.43\|40.40\|38.15\|69848;2026-06-17\|44.13\|9.99\|40.90\|44.13\|40.12\|53450;2026-06-18\|45.21\|2.45\|46.00\|46.92\|44.00\|82840;2026-06-22\|41.80\|-7.54\|45.21\|45.21\|40.69\|85552;2026-06-23\|41.52\|-0.67\|42.00\|42.72\|41.00\|53517;2026-06-24\|40.75\|-1.85\|41.00\|41.94\|39.89\|54423;2026-06-25\|39.75\|-2.45\|41.70\|42.50\|39.60\|44672;2026-06-26\|41.38\|4.10\|41.77\|43.73\|40.50\|119966;2026-06-29\|39.96\|-3.43\|40.97\|43.00\|39.00\|90750;2026-06-30\|42.11\|5.38\|40.00\|42.98\|38.00\|78604;2026-07-01\|43.30\|2.83\|42.11\|43.79\|41.11\|42417;2026-07-02\|43.57\|0.62\|42.70\|44.75\|41.70\|44665;2026-07-03\|41.56\|-4.61\|43.39\|43.57\|41.36\|40604;2026-07-06\|40.51\|-2.53\|41.65\|42.31\|40.51\|27466;2026-07-07\|39.27\|-3.06\|40.07\|40.94\|39.25\|25249;2026-07-08\|39.55\|0.71\|39.22\|41.56\|38.96\|26084;2026-07-09\|40.26\|1.80\|39.88\|41.48\|38.12\|47421;2026-07-10\|40.84\|1.44\|40.12\|41.99\|39.98\|38209;2026-07-13\|39.10\|-4.26\|40.51\|41.49\|38.20\|51914;2026-07-14\|40.98\|4.81\|38.95\|40.98\|38.88\|44091;2026-07-15\|40.94\|-0.10\|40.98\|41.75\|40.20\|27176;2026-07-16\|39.97\|-2.37\|40.61\|42.03\|39.73\|31508;2026-07-17\|35.97\|-10.01\|39.00\|40.28\|35.97\|53795
102911	年报及一季报密集披露	涤纶长丝+石油炼化+一季报增长 1、据2026年4月29日公告，公司2026年一季度实现归母净利润18.98亿元，同比增长210.79%，主要系本期公司产品获利能力增加、对外投资浙石化确认损益同比增加所致。 2、据2026年4月29日年报，公司是国内产能、产量、销量最大的涤纶长丝制造企业，涤纶长丝产能约1510万吨/年，国内市场占有率超28%，连续二十五年位居行业第一。 3、据2026年4月29日年报及发展战略，公司拥有从石油炼化到长丝的全产业链布局，通过“PTA-聚合-纺丝”一体化模式降低物流及能耗成本，平滑利润波动，实现核心原料自主可控。	公司是国内产能、产量、销量最大的涤纶长丝企业，覆盖全系列产品，全球市占率超10%；一季度净利润同比增长210.79%	2026-03-10\|21.13\|3.27\|21.00\|21.65\|20.72\|591681;2026-03-11\|21.66\|2.51\|21.27\|21.96\|21.01\|496248;2026-03-12\|20.99\|-3.09\|22.13\|22.13\|20.52\|646681;2026-03-13\|20.35\|-3.05\|20.73\|20.99\|19.96\|564761;2026-03-16\|19.66\|-3.39\|20.35\|20.47\|19.30\|824050;2026-03-17\|19.18\|-2.44\|19.62\|19.93\|19.10\|395792;2026-03-18\|18.95\|-1.20\|19.15\|19.40\|18.64\|659099;2026-03-19\|17.25\|-8.97\|18.62\|18.73\|17.06\|1126208;2026-03-20\|16.92\|-1.91\|17.22\|17.89\|16.83\|999573;2026-03-23\|16.96\|0.24\|16.62\|17.68\|16.36\|780511;2026-03-24\|17.62\|3.89\|17.31\|17.67\|16.95\|682867;2026-03-25\|18.02\|2.27\|17.95\|18.80\|17.93\|735099;2026-03-26\|17.83\|-1.05\|17.99\|18.56\|17.70\|414789;2026-03-27\|18.05\|1.23\|17.67\|18.25\|17.47\|385920;2026-03-30\|18.25\|1.11\|17.58\|18.40\|17.58\|385900;2026-03-31\|18.05\|-1.10\|18.17\|18.40\|17.84\|340535;2026-04-01\|18.79\|4.10\|18.67\|19.20\|18.42\|467132;2026-04-02\|18.19\|-3.19\|18.76\|18.76\|18.13\|274609;2026-04-03\|17.93\|-1.43\|18.28\|18.31\|17.70\|257393;2026-04-07\|18.40\|2.62\|18.11\|19.00\|17.88\|467664;2026-04-08\|19.51\|6.03\|19.20\|20.07\|19.05\|710014;2026-04-09\|19.48\|-0.15\|19.20\|19.85\|18.94\|332960;2026-04-10\|19.70\|1.13\|19.58\|19.95\|19.05\|379575;2026-04-13\|19.32\|-1.93\|19.47\|20.09\|19.08\|427693;2026-04-14\|19.46\|0.72\|19.49\|20.20\|19.23\|464874;2026-04-15\|20.19\|3.75\|19.70\|20.42\|19.56\|458016;2026-04-16\|20.38\|0.94\|19.61\|20.70\|19.61\|361951;2026-04-17\|19.62\|-3.73\|20.38\|20.49\|19.50\|379628;2026-04-20\|19.92\|1.53\|19.61\|20.48\|19.19\|345113;2026-04-21\|20.23\|1.56\|19.77\|20.55\|19.46\|339322;2026-04-22\|20.09\|-0.69\|20.22\|20.49\|19.88\|256969;2026-04-23\|20.28\|0.95\|20.02\|20.48\|19.90\|255009;2026-04-24\|20.27\|-0.05\|20.17\|20.86\|19.94\|252394;2026-04-27\|20.33\|0.30\|20.29\|20.80\|20.14\|289622;2026-04-28\|20.96\|3.10\|20.36\|21.09\|20.34\|363380;2026-04-29\|23.06\|10.02\|21.66\|23.06\|21.62\|690354;2026-04-30\|24.21\|4.99\|22.81\|24.45\|22.81\|684263;2026-05-06\|23.90\|-1.28\|24.10\|24.30\|23.50\|662725;2026-05-07\|22.32\|-6.61\|23.90\|23.94\|22.00\|724253;2026-05-08\|21.77\|-2.46\|22.35\|22.55\|21.43\|427947;2026-05-11\|22.03\|1.19\|21.62\|22.43\|21.60\|450833;2026-05-12\|21.92\|-0.50\|22.04\|22.65\|21.84\|370873;2026-05-13\|21.50\|-1.92\|21.78\|22.30\|21.25\|458500;2026-05-14\|21.07\|-2.00\|21.45\|21.93\|21.00\|453766;2026-05-15\|20.44\|-2.99\|21.30\|21.75\|20.29\|420712;2026-05-18\|19.81\|-3.08\|20.35\|20.37\|19.51\|497698;2026-05-19\|19.70\|-0.56\|19.88\|19.99\|19.51\|306229;2026-05-20\|19.98\|1.42\|19.66\|20.46\|19.60\|381330;2026-05-21\|19.30\|-3.40\|19.98\|20.30\|19.27\|304257;2026-05-22\|19.49\|0.98\|19.43\|19.62\|19.25\|254213;2026-05-25\|19.35\|-0.72\|19.60\|19.97\|19.18\|340980;2026-05-26\|20.29\|4.86\|19.30\|20.40\|19.10\|432153;2026-05-27\|20.16\|-0.64\|19.99\|20.42\|19.60\|388525;2026-05-28\|19.53\|-3.12\|20.23\|20.95\|19.50\|368043;2026-05-29\|19.08\|-2.30\|19.48\|19.85\|18.93\|356422;2026-06-01\|19.87\|4.14\|18.90\|20.33\|18.36\|635378;2026-06-02\|19.84\|-0.15\|20.00\|20.21\|19.54\|341925;2026-06-03\|20.43\|2.97\|19.92\|20.59\|19.57\|456144;2026-06-04\|20.49\|0.29\|20.37\|20.66\|19.62\|505785;2026-06-05\|21.01\|2.54\|20.52\|21.94\|20.39\|633822;2026-06-08\|19.99\|-4.85\|20.60\|21.05\|19.85\|400747;2026-06-09\|21.15\|5.80\|20.19\|21.26\|20.19\|440168;2026-06-10\|21.69\|2.55\|20.83\|22.18\|20.71\|518672;2026-06-11\|20.27\|-6.55\|21.55\|21.77\|19.90\|534986;2026-06-12\|22.30\|10.01\|20.80\|22.30\|20.80\|550317;2026-06-15\|23.47\|5.25\|23.08\|24.53\|22.91\|1026620;2026-06-16\|22.84\|-2.68\|23.24\|24.30\|22.59\|766781;2026-06-17\|21.63\|-5.30\|22.67\|22.90\|21.53\|761508;2026-06-18\|20.99\|-2.96\|21.58\|21.85\|20.60\|522407;2026-06-22\|23.09\|10.00\|20.88\|23.09\|20.85\|562892;2026-06-23\|22.97\|-0.52\|23.52\|24.17\|22.88\|676518;2026-06-24\|24.25\|5.57\|22.94\|24.95\|22.80\|676422;2026-06-25\|24.60\|1.44\|24.00\|25.06\|23.31\|606355;2026-06-26\|24.06\|-2.20\|24.62\|25.42\|23.72\|540255;2026-06-29\|23.20\|-3.57\|23.63\|23.89\|22.32\|546468;2026-06-30\|21.65\|-6.68\|22.55\|22.80\|21.49\|631881;2026-07-01\|23.15\|6.93\|21.84\|23.48\|20.93\|690816;2026-07-02\|22.90\|-1.08\|22.50\|23.59\|22.32\|504009;2026-07-03\|22.84\|-0.26\|22.91\|24.00\|21.97\|691647;2026-07-06\|23.69\|3.72\|22.64\|24.46\|22.62\|586269;2026-07-07\|22.52\|-4.94\|23.50\|24.13\|22.38\|494173;2026-07-08\|21.65\|-3.86\|22.59\|22.68\|21.40\|384480;2026-07-09\|21.02\|-2.37\|21.31\|21.50\|20.16\|400067;2026-07-10\|20.66\|-1.71\|21.02\|21.13\|20.44\|369981;2026-07-13\|19.31\|-6.53\|20.40\|20.70\|19.08\|481506;2026-07-14\|20.56\|6.47\|19.38\|20.69\|19.12\|454471;2026-07-15\|20.72\|0.78\|20.86\|21.21\|20.25\|401465;2026-07-16\|20.33\|-1.88\|20.54\|20.87\|20.13\|341344;2026-07-17\|20.65\|1.57\|20.27\|21.09\|20.13\|456896
102910	年报及一季报密集披露	一季度扭亏+电解液涨价+宁德时代行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日公告，公司一季度实现营业收入22.30亿元，同比增长40.45%；归母净利润2.82亿元，同比扭亏为盈，主因锂离子电池相关材料平均售价同比上涨47.48%，毛利显著改善。 2、据2025年年报，公司电解液销量同比增长117.9%，对宁德时代销量增长139.7%，并与比亚迪等头部客户深化合作，形成稳定的高端客户结构。 3、据2025年年报，公司具备五大碳酸酯溶剂、六氟磷酸锂及添加剂自产能力，95%以上原材料自给，东营、武汉等四大基地协同，巩固电解液+溶剂“双龙头”地位。	公司实现从上游环氧丙烷到中游电解液所需的碳酸酯溶剂、锂盐及添加剂的全产业链布局，一季报净利润为2.82亿元，同比扭亏为盈	2026-03-10\|64.71\|0.08\|65.00\|66.84\|64.42\|67835;2026-03-11\|67.92\|4.96\|65.02\|69.90\|64.65\|179699;2026-03-12\|71.35\|5.05\|67.92\|73.88\|67.29\|199286;2026-03-13\|73.00\|2.31\|72.50\|76.50\|72.00\|241060;2026-03-16\|75.00\|2.74\|74.45\|77.23\|73.73\|194560;2026-03-17\|73.65\|-1.80\|74.00\|77.30\|72.41\|153739;2026-03-18\|71.70\|-2.65\|72.67\|73.62\|70.60\|101596;2026-03-19\|68.55\|-4.39\|71.14\|71.90\|68.00\|88255;2026-03-20\|75.41\|10.01\|69.03\|75.41\|69.03\|188317;2026-03-23\|75.56\|0.20\|75.41\|79.50\|73.91\|302611;2026-03-24\|78.40\|3.76\|76.90\|80.49\|75.88\|208927;2026-03-25\|77.56\|-1.07\|78.39\|79.06\|75.21\|198670;2026-03-26\|85.32\|10.01\|76.75\|85.32\|76.71\|240728;2026-03-27\|93.85\|10.00\|84.02\|93.85\|83.00\|320152;2026-03-30\|93.06\|-0.84\|94.79\|95.96\|90.12\|269634;2026-03-31\|86.65\|-6.89\|92.62\|94.80\|86.30\|265898;2026-04-01\|85.93\|-0.83\|87.51\|89.50\|84.24\|197890;2026-04-02\|86.27\|0.40\|85.60\|88.58\|84.67\|197499;2026-04-03\|80.75\|-6.40\|84.87\|86.10\|78.00\|217507;2026-04-07\|81.25\|0.62\|82.00\|82.67\|79.60\|125051;2026-04-08\|80.00\|-1.54\|80.95\|82.00\|79.42\|175691;2026-04-09\|77.42\|-3.23\|80.17\|81.00\|76.00\|167098;2026-04-10\|85.16\|10.00\|78.11\|85.16\|77.77\|275125;2026-04-13\|89.56\|5.17\|85.00\|91.15\|84.77\|273936;2026-04-14\|98.52\|10.00\|95.00\|98.52\|94.02\|143381;2026-04-15\|98.65\|0.13\|104.00\|108.02\|97.98\|400321;2026-04-16\|97.47\|-1.20\|98.92\|101.00\|97.04\|252317;2026-04-17\|98.05\|0.60\|97.98\|103.66\|97.50\|216411;2026-04-20\|96.11\|-1.98\|98.00\|99.88\|95.80\|162228;2026-04-21\|99.14\|3.15\|97.50\|100.38\|94.06\|229680;2026-04-22\|104.84\|5.75\|99.15\|105.83\|99.06\|232747;2026-04-23\|102.76\|-1.98\|104.00\|108.80\|100.00\|208761;2026-04-24\|104.06\|1.27\|101.20\|105.75\|99.50\|215875;2026-04-27\|109.30\|5.04\|104.06\|112.77\|103.33\|229562;2026-04-28\|108.41\|-0.81\|107.12\|111.09\|104.86\|226929;2026-04-29\|119.25\|10.00\|106.44\|119.25\|102.50\|277324;2026-04-30\|114.92\|-3.63\|120.00\|122.16\|114.50\|274043;2026-05-06\|120.40\|4.77\|115.66\|121.92\|115.66\|268436;2026-05-07\|108.58\|-9.82\|119.92\|120.40\|108.36\|352275;2026-05-08\|103.92\|-4.29\|108.48\|112.78\|103.02\|250149;2026-05-11\|104.66\|0.71\|104.53\|105.94\|102.80\|197831;2026-05-12\|103.88\|-0.75\|104.66\|106.63\|101.15\|169122;2026-05-13\|102.14\|-1.68\|102.20\|103.65\|100.21\|154783;2026-05-14\|97.40\|-4.64\|101.18\|104.60\|97.00\|175475;2026-05-15\|100.65\|3.34\|97.92\|103.00\|97.50\|182722;2026-05-18\|99.90\|-0.75\|98.00\|101.19\|95.46\|130176;2026-05-19\|97.15\|-2.75\|98.87\|99.80\|95.50\|127046;2026-05-20\|100.98\|3.94\|96.57\|101.76\|95.60\|179195;2026-05-21\|98.00\|-2.95\|101.52\|104.80\|97.43\|176526;2026-05-22\|97.21\|-0.77\|97.90\|97.96\|93.77\|122426;2026-05-25\|93.69\|-3.62\|97.15\|97.48\|92.40\|151343;2026-05-26\|91.79\|-2.03\|93.50\|94.21\|90.60\|108907;2026-05-27\|90.91\|-0.96\|91.77\|94.65\|90.00\|115196;2026-05-28\|90.06\|-0.94\|90.90\|92.74\|88.26\|90816;2026-05-29\|87.69\|-2.63\|90.22\|90.99\|87.02\|98605;2026-06-01\|89.55\|2.12\|88.10\|92.80\|87.83\|117249;2026-06-02\|87.51\|-2.28\|89.50\|89.55\|86.00\|98239;2026-06-03\|86.80\|-0.81\|87.00\|88.01\|85.90\|74125;2026-06-04\|84.00\|-3.23\|86.00\|86.00\|83.60\|95199;2026-06-05\|83.78\|-0.26\|84.00\|85.66\|82.08\|92510;2026-06-08\|79.30\|-5.35\|81.67\|83.78\|78.00\|100210;2026-06-09\|81.02\|2.17\|80.00\|81.88\|78.70\|93163;2026-06-10\|81.51\|0.60\|80.40\|83.33\|80.34\|76062;2026-06-11\|81.88\|0.45\|81.33\|84.78\|80.08\|127057;2026-06-12\|86.35\|5.46\|82.00\|87.34\|81.18\|194216;2026-06-15\|85.60\|-0.87\|86.65\|87.97\|83.88\|188377;2026-06-16\|91.05\|6.37\|85.65\|93.20\|84.21\|206506;2026-06-17\|96.48\|5.96\|89.32\|100.00\|89.05\|222455;2026-06-18\|92.70\|-3.92\|95.00\|97.36\|92.10\|178623;2026-06-22\|95.58\|3.11\|90.00\|96.83\|83.43\|233098;2026-06-23\|99.21\|3.80\|93.53\|99.28\|91.38\|221898;2026-06-24\|99.20\|-0.01\|100.28\|104.00\|95.97\|228879;2026-06-25\|93.78\|-5.46\|96.33\|98.80\|93.00\|200107;2026-06-26\|86.76\|-7.49\|93.70\|95.53\|86.00\|157688;2026-06-29\|87.70\|1.08\|85.03\|89.59\|84.72\|114819;2026-06-30\|89.37\|1.90\|86.55\|89.88\|85.50\|124014;2026-07-01\|91.39\|2.26\|89.90\|92.74\|85.68\|169727;2026-07-02\|94.80\|3.73\|90.20\|95.89\|89.56\|164092;2026-07-03\|89.88\|-5.19\|93.86\|93.86\|89.80\|137177;2026-07-06\|80.89\|-10.00\|86.00\|88.99\|80.89\|144478;2026-07-07\|80.40\|-0.61\|80.08\|82.90\|77.35\|117149;2026-07-08\|72.36\|-10.00\|79.13\|79.58\|72.36\|127023;2026-07-09\|70.80\|-2.16\|74.64\|74.70\|67.99\|173005;2026-07-10\|68.66\|-3.02\|70.80\|72.36\|68.61\|116565;2026-07-13\|65.54\|-4.54\|66.14\|68.14\|64.99\|111129;2026-07-14\|65.56\|0.03\|65.54\|66.00\|63.72\|81487;2026-07-15\|63.73\|-2.79\|66.00\|66.17\|63.40\|75296;2026-07-16\|62.00\|-2.71\|62.91\|64.08\|61.66\|67839;2026-07-17\|60.00\|-3.23\|62.00\|62.34\|59.60\|82420
102909	年报及一季报密集披露	一季报大增+固态电池+电解液龙头行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月28日公告，公司2026Q1营收66.73亿元、归母净利16.54亿元，分别同比增长91.3%、1005.8%，盈利高增主因六氟磷酸锂涨价及溶剂添加剂贡献。 2、据2026年3月10日年报，公司已切入固态电池供应链，百吨级硫化物固态电解质中试线目标能量密度300-350 Wh/kg，三季度投产后形成“液态+固态”双轮驱动。 3、据2026年3月10日年报，公司电解液销量全球前二，纵向配套六氟磷酸锂、添加剂等原料，横向布局电池回收、钠离子材料，构建“原料-生产-回收-再生”绿色闭环。	公司为锂电池电解液和正极材料磷酸铁锂龙头，半固态电解质及氧化物与硫化物全固态电解质均在小试到中试阶段，一季度净利润同比增长超10倍	2026-03-10\|45.15\|4.13\|44.63\|46.00\|44.63\|1281286;2026-03-11\|48.79\|8.06\|45.55\|49.23\|44.98\|1635641;2026-03-12\|48.63\|-0.33\|48.00\|49.27\|47.55\|1109731;2026-03-13\|48.77\|0.29\|48.37\|51.00\|48.07\|1279642;2026-03-16\|47.85\|-1.89\|49.03\|49.76\|47.50\|839030;2026-03-17\|45.58\|-4.74\|47.95\|48.33\|45.36\|778341;2026-03-18\|44.33\|-2.74\|45.91\|45.98\|43.73\|621258;2026-03-19\|41.36\|-6.70\|43.54\|43.73\|41.03\|843468;2026-03-20\|42.80\|3.48\|41.51\|45.16\|41.11\|1149260;2026-03-23\|43.29\|1.14\|42.04\|44.99\|42.04\|1059949;2026-03-24\|43.46\|0.39\|44.00\|44.32\|41.10\|898232;2026-03-25\|43.26\|-0.46\|43.79\|43.87\|42.18\|788086;2026-03-26\|44.49\|2.84\|43.04\|46.24\|42.91\|1216673;2026-03-27\|46.11\|3.64\|43.90\|46.88\|43.63\|1414491;2026-03-30\|48.17\|4.47\|47.23\|48.55\|45.89\|1527574;2026-03-31\|46.00\|-4.50\|47.50\|47.98\|45.70\|1002658;2026-04-01\|45.75\|-0.54\|46.51\|46.99\|44.50\|910608;2026-04-02\|44.81\|-2.05\|45.12\|46.80\|44.44\|731651;2026-04-03\|43.48\|-2.97\|45.07\|45.97\|42.71\|723010;2026-04-07\|43.70\|0.51\|43.66\|44.66\|43.00\|560030;2026-04-08\|44.98\|2.93\|44.29\|45.30\|43.81\|781404;2026-04-09\|43.89\|-2.42\|44.81\|45.40\|42.77\|814370;2026-04-10\|46.72\|6.45\|44.25\|46.74\|43.85\|1535728;2026-04-13\|46.71\|-0.02\|45.88\|47.26\|45.70\|1127756;2026-04-14\|49.35\|5.65\|47.10\|49.50\|46.90\|1273000;2026-04-15\|48.00\|-2.74\|49.35\|49.99\|47.47\|1240710;2026-04-16\|49.16\|2.42\|48.50\|49.98\|47.82\|1057520;2026-04-17\|48.79\|-0.75\|49.00\|50.66\|48.65\|1137534;2026-04-20\|49.65\|1.76\|48.50\|49.65\|47.58\|927053;2026-04-21\|52.79\|6.32\|49.80\|53.62\|48.28\|1593427;2026-04-22\|52.10\|-1.31\|52.79\|54.00\|51.58\|1273690;2026-04-23\|49.41\|-5.16\|52.09\|52.38\|49.02\|1284907;2026-04-24\|53.04\|7.35\|49.42\|54.22\|48.60\|1553982;2026-04-27\|55.26\|4.19\|53.08\|55.40\|52.25\|1470462;2026-04-28\|54.23\|-1.86\|56.50\|57.00\|53.76\|1618855;2026-04-29\|59.32\|9.99\|54.12\|59.32\|53.58\|1805744;2026-04-30\|60.51\|2.01\|59.59\|61.00\|58.53\|1821892;2026-05-06\|64.00\|5.77\|60.58\|64.98\|59.13\|1738414;2026-05-07\|62.80\|-1.88\|63.66\|63.70\|61.00\|1504038;2026-05-08\|58.41\|-6.99\|61.62\|63.40\|58.34\|1753228;2026-05-11\|59.56\|1.97\|58.20\|60.43\|57.61\|1277936;2026-05-12\|58.59\|-1.63\|59.24\|59.80\|56.05\|1391916;2026-05-13\|57.92\|-1.14\|57.73\|58.48\|57.02\|977250;2026-05-14\|55.51\|-4.16\|57.90\|59.00\|55.51\|1105275;2026-05-15\|57.54\|3.66\|55.89\|58.80\|55.89\|1346612;2026-05-18\|55.97\|-2.73\|56.22\|57.27\|54.50\|997328;2026-05-19\|54.44\|-2.73\|55.66\|55.89\|53.15\|963140;2026-05-20\|58.00\|6.54\|54.88\|59.20\|54.00\|1383087;2026-05-21\|57.71\|-0.50\|58.02\|60.40\|57.22\|1551109;2026-05-22\|58.08\|0.64\|57.71\|58.89\|55.81\|1109625;2026-05-25\|53.07\|-8.63\|57.40\|57.70\|52.27\|1641858;2026-05-26\|51.99\|-2.04\|51.95\|53.44\|51.40\|951093;2026-05-27\|53.46\|2.83\|52.66\|55.17\|52.66\|1070951;2026-05-28\|51.89\|-2.94\|52.89\|53.99\|50.30\|900938;2026-05-29\|52.03\|0.27\|51.60\|53.87\|50.61\|1044787;2026-06-01\|51.73\|-0.58\|52.08\|54.20\|51.51\|815409;2026-06-02\|52.11\|0.73\|52.99\|53.28\|50.84\|669399;2026-06-03\|51.30\|-1.55\|51.45\|52.19\|50.86\|678164;2026-06-04\|49.40\|-3.70\|50.40\|50.46\|49.18\|910766;2026-06-05\|48.62\|-1.58\|49.17\|50.44\|48.29\|838730;2026-06-08\|46.91\|-3.52\|47.51\|48.96\|46.05\|763592;2026-06-09\|47.97\|2.26\|47.71\|48.47\|46.00\|792746;2026-06-10\|46.90\|-2.23\|47.39\|48.19\|46.50\|602414;2026-06-11\|48.46\|3.33\|47.00\|49.40\|46.38\|1054956;2026-06-12\|49.64\|2.44\|48.60\|50.61\|47.88\|1233564;2026-06-15\|49.02\|-1.25\|50.00\|50.31\|48.57\|1089187;2026-06-16\|52.28\|6.65\|49.35\|52.65\|48.47\|1416885;2026-06-17\|52.85\|1.09\|51.75\|53.38\|51.51\|1148586;2026-06-18\|51.61\|-2.35\|52.50\|53.85\|51.14\|1063716;2026-06-22\|55.92\|8.35\|50.50\|56.60\|49.09\|1736644;2026-06-23\|54.04\|-3.36\|55.61\|56.10\|53.88\|1184383;2026-06-24\|56.34\|4.26\|54.02\|56.91\|52.65\|1276910;2026-06-25\|55.20\|-2.02\|55.71\|56.48\|55.00\|943238;2026-06-26\|50.01\|-9.40\|55.21\|55.95\|49.96\|1141344;2026-06-29\|50.91\|1.80\|50.48\|52.22\|49.16\|912697;2026-06-30\|51.43\|1.02\|50.50\|52.45\|50.31\|882108;2026-07-01\|54.47\|5.91\|51.99\|54.87\|49.50\|1544001;2026-07-02\|54.84\|0.68\|53.39\|56.80\|53.07\|1433236;2026-07-03\|54.04\|-1.46\|54.84\|55.38\|53.08\|955742;2026-07-06\|49.00\|-9.33\|52.20\|52.79\|48.64\|1131467;2026-07-07\|49.54\|1.10\|48.81\|50.25\|48.50\|582920;2026-07-08\|44.59\|-9.99\|48.81\|49.07\|44.59\|1012816;2026-07-09\|41.46\|-7.02\|44.08\|44.50\|40.13\|1501609;2026-07-10\|40.06\|-3.38\|43.54\|44.34\|39.90\|1354285;2026-07-13\|37.19\|-7.16\|39.28\|39.49\|37.01\|1064243;2026-07-14\|38.17\|2.64\|37.19\|38.40\|36.39\|788641;2026-07-15\|37.55\|-1.62\|38.31\|38.93\|37.45\|630551;2026-07-16\|36.61\|-2.50\|37.20\|37.73\|36.33\|561585;2026-07-17\|35.62\|-2.70\|36.40\|36.98\|35.15\|696665
102908	年报及一季报密集披露	一季报高增+废气治理+半导体 1、据2026年4月29日一季报，公司一季度营收4933.93万元，同比增长103.60%；归母净利润1059.07万元，同比增长171.71%，并因转回减值准备增加利润总额1148.64万元。 2、据2026年4月29日年报，公司专注废气恶臭治理设备，2025年该业务收入4.15亿元，占营收93.03%，产品已用于市政污水、半导体、光伏等行业，具备完整产业链及199项专利。 3、据2025年7月29日公告，公司与礼瀚投资及董事共同设立瀚智科创投，认缴999万元占33.30%，投资范围涵盖半导体、新能源、航空航天等高端制造标的股权。	公司拟与礼瀚投资等签署合伙协议，共同投资“瀚智科”，后者投资范围包括但不限于半导体、新能源、航空航天、新材料等行业优质标的股权和/或合伙份额；一季度净利润同比增长171.71%	2026-03-10\|28.34\|2.42\|27.91\|28.42\|27.67\|16511;2026-03-11\|28.09\|-0.88\|28.49\|28.54\|27.94\|15233;2026-03-12\|27.74\|-1.25\|28.10\|28.37\|27.43\|15534;2026-03-13\|27.65\|-0.32\|27.60\|28.38\|27.53\|14695;2026-03-16\|27.59\|-0.22\|27.11\|28.00\|27.05\|17672;2026-03-17\|26.88\|-2.57\|27.65\|27.85\|26.88\|12352;2026-03-18\|27.59\|2.64\|27.15\|27.65\|26.67\|11680;2026-03-19\|26.72\|-3.15\|27.43\|27.50\|26.56\|12839;2026-03-20\|25.54\|-4.42\|27.11\|27.11\|25.33\|24355;2026-03-23\|24.16\|-5.40\|25.30\|25.77\|23.86\|27124;2026-03-24\|25.71\|6.42\|25.13\|25.78\|24.26\|26777;2026-03-25\|26.85\|4.43\|25.90\|27.29\|25.90\|22676;2026-03-26\|25.96\|-3.31\|26.66\|27.20\|25.77\|19509;2026-03-27\|26.52\|2.16\|25.65\|26.80\|25.52\|13509;2026-03-30\|26.83\|1.17\|26.04\|26.83\|26.04\|17458;2026-03-31\|26.62\|-0.78\|27.00\|27.36\|26.52\|17368;2026-04-01\|26.78\|0.60\|27.33\|27.62\|26.46\|18077;2026-04-02\|25.57\|-4.52\|26.82\|26.89\|25.14\|17145;2026-04-03\|24.33\|-4.85\|25.79\|25.88\|24.20\|26882;2026-04-07\|25.36\|4.23\|24.33\|25.46\|24.00\|21246;2026-04-08\|27.05\|6.66\|26.00\|27.14\|25.76\|24601;2026-04-09\|25.96\|-4.03\|27.05\|27.05\|25.79\|18953;2026-04-10\|26.00\|0.15\|26.16\|26.43\|25.71\|13850;2026-04-13\|25.94\|-0.23\|26.00\|26.20\|25.34\|14041;2026-04-14\|25.62\|-1.23\|26.17\|26.17\|25.12\|13927;2026-04-15\|25.20\|-1.64\|25.62\|25.69\|25.05\|11928;2026-04-16\|25.93\|2.90\|25.21\|26.08\|24.81\|13500;2026-04-17\|25.79\|-0.54\|25.93\|26.08\|25.41\|12097;2026-04-20\|26.25\|1.78\|25.70\|26.35\|25.59\|11736;2026-04-21\|26.32\|0.27\|26.20\|26.55\|26.13\|11124;2026-04-22\|26.11\|-0.80\|26.38\|26.50\|25.90\|9058;2026-04-23\|25.79\|-1.23\|26.12\|26.12\|25.56\|11899;2026-04-24\|26.17\|1.47\|25.75\|26.29\|25.20\|13608;2026-04-27\|26.73\|2.14\|26.29\|26.88\|25.72\|14769;2026-04-28\|26.43\|-1.12\|26.66\|26.90\|26.14\|18304;2026-04-29\|29.07\|9.99\|27.20\|29.07\|26.95\|44181;2026-04-30\|28.92\|-0.52\|28.29\|29.23\|28.00\|69780;2026-05-06\|29.67\|2.59\|29.40\|30.58\|29.00\|59618;2026-05-07\|29.57\|-0.34\|29.44\|30.19\|29.44\|30243;2026-05-08\|30.13\|1.89\|29.89\|30.45\|29.73\|30512;2026-05-11\|30.64\|1.69\|30.13\|30.67\|29.88\|26737;2026-05-12\|29.97\|-2.19\|30.52\|30.63\|29.77\|28687;2026-05-13\|30.44\|1.57\|29.97\|30.78\|29.94\|23704;2026-05-14\|29.79\|-2.14\|30.41\|30.41\|29.47\|22244;2026-05-15\|30.27\|1.61\|29.94\|30.70\|29.60\|22906;2026-05-18\|30.45\|0.59\|30.01\|30.58\|29.33\|21617;2026-05-19\|30.24\|-0.69\|30.75\|30.78\|29.78\|15035;2026-05-20\|30.40\|0.53\|30.11\|30.59\|29.94\|14029;2026-05-21\|29.09\|-4.31\|30.31\|30.54\|27.90\|20138;2026-05-22\|29.73\|2.20\|29.11\|29.87\|28.78\|16594;2026-05-25\|29.52\|-0.71\|29.94\|30.60\|29.22\|17433;2026-05-26\|28.76\|-2.57\|29.92\|29.92\|28.20\|22246;2026-05-27\|27.73\|-3.58\|29.26\|29.26\|27.06\|24810;2026-05-28\|27.53\|-0.72\|27.54\|28.10\|27.00\|15447;2026-05-29\|26.91\|-2.25\|27.59\|27.97\|26.69\|14957;2026-06-01\|27.31\|1.49\|26.66\|27.60\|24.48\|22709;2026-06-02\|26.56\|-2.75\|27.47\|27.96\|26.40\|22363;2026-06-03\|26.06\|-1.88\|27.33\|27.33\|25.83\|17154;2026-06-04\|25.41\|-2.49\|26.19\|26.39\|25.02\|15621;2026-06-05\|25.76\|1.38\|25.24\|26.28\|24.51\|17680;2026-06-08\|25.25\|-1.98\|26.18\|26.98\|24.81\|21238;2026-06-09\|25.26\|0.04\|25.43\|25.87\|24.85\|18953;2026-06-10\|25.10\|-0.63\|25.23\|25.35\|23.40\|14902;2026-06-11\|24.50\|-2.39\|24.85\|25.27\|24.00\|19172;2026-06-12\|24.39\|-0.45\|24.69\|25.30\|23.89\|25493;2026-06-15\|24.13\|-1.07\|24.40\|25.20\|23.61\|22619;2026-06-16\|24.39\|1.08\|24.04\|24.70\|23.38\|20559;2026-06-17\|23.91\|-1.97\|24.51\|24.51\|23.64\|14817;2026-06-18\|23.69\|-0.92\|23.78\|24.00\|23.33\|16770;2026-06-22\|24.33\|2.70\|23.67\|24.33\|22.54\|26992;2026-06-23\|24.53\|0.82\|24.33\|25.11\|24.00\|19950;2026-06-24\|23.65\|-3.59\|24.58\|24.67\|23.42\|16559;2026-06-25\|22.89\|-3.21\|23.39\|23.59\|22.58\|15743;2026-06-26\|22.55\|-1.49\|22.75\|22.76\|21.91\|24230;2026-06-29\|22.11\|-1.95\|22.66\|22.80\|21.33\|19547;2026-06-30\|22.02\|-0.41\|22.27\|22.46\|21.65\|14118;2026-07-01\|22.36\|1.54\|21.95\|22.74\|21.72\|17453;2026-07-02\|22.26\|-0.45\|22.59\|23.05\|22.13\|21701;2026-07-03\|22.90\|2.88\|22.37\|23.20\|22.37\|17861;2026-07-06\|22.77\|-0.57\|23.13\|23.59\|22.55\|13253;2026-07-07\|21.81\|-4.22\|22.77\|22.82\|21.58\|13413;2026-07-08\|21.51\|-1.38\|21.81\|21.99\|21.16\|11232;2026-07-09\|21.45\|-0.28\|21.47\|21.80\|20.81\|12421;2026-07-10\|21.95\|2.33\|21.42\|22.39\|21.15\|12902;2026-07-13\|21.05\|-4.10\|21.94\|22.11\|20.81\|15902;2026-07-14\|21.61\|2.66\|21.04\|21.65\|20.65\|11511;2026-07-15\|21.83\|1.02\|21.61\|22.05\|21.36\|11236;2026-07-16\|21.90\|0.32\|21.88\|22.44\|21.50\|9786;2026-07-17\|21.04\|-3.93\|21.90\|22.45\|20.52\|16378
102907	年报及一季报密集披露	固态电池+硫化锂+锂盐产能行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月27日年报，公司硫化锂气固法合成工艺实现纯度≥99.99%，杂相PPM级，年内启动客户送样，2026年将建中试线。 2、据2026年4月27日年报，公司锂盐综合产能已达13万吨，雅安三期3万吨氢氧化锂线调试完成，募投项目全部结项。 3、据2026年4月27日年报，公司绑定Tesla、LGES、宁德时代等头部客户，2025年锂盐销量6.9万吨、同比增45%，津巴布韦230万吨/年锂矿已投产。	公司正在与部分合作企业/高校推进硫化锂和硫化物固态电解质研发及产业化工作，预计年内完成样品生产制备及客户送样工作，2026年启动中试线建设；25年扣非净利润增长超300%	2026-03-10\|24.77\|2.65\|24.47\|25.12\|24.35\|268577;2026-03-11\|25.03\|1.05\|24.51\|25.28\|24.35\|297874;2026-03-12\|24.54\|-1.96\|25.12\|25.19\|24.12\|367162;2026-03-13\|24.60\|0.24\|24.58\|25.77\|24.52\|400018;2026-03-16\|24.26\|-1.38\|24.58\|24.98\|23.79\|342286;2026-03-17\|23.29\|-4.00\|24.29\|24.58\|23.15\|400106;2026-03-18\|23.23\|-0.26\|23.30\|23.39\|22.78\|296384;2026-03-19\|22.11\|-4.82\|22.83\|22.96\|21.89\|411391;2026-03-20\|22.00\|-0.50\|22.28\|22.99\|21.83\|311661;2026-03-23\|22.00\|0.00\|21.42\|22.95\|21.31\|445630;2026-03-24\|21.95\|-0.23\|22.26\|22.54\|21.15\|388138;2026-03-25\|21.92\|-0.14\|22.20\|22.65\|21.62\|441103;2026-03-26\|23.05\|5.16\|21.87\|23.23\|21.80\|654997;2026-03-27\|24.20\|4.99\|22.73\|24.86\|22.73\|740927;2026-03-30\|23.79\|-1.69\|24.38\|24.46\|23.60\|499054;2026-03-31\|23.20\|-2.48\|23.58\|23.76\|22.93\|339171;2026-04-01\|23.02\|-0.78\|23.35\|23.48\|22.66\|282017;2026-04-02\|22.73\|-1.26\|22.90\|23.26\|22.42\|476700;2026-04-03\|22.07\|-2.90\|22.69\|23.33\|22.00\|314944;2026-04-07\|22.10\|0.14\|22.21\|22.43\|21.90\|220778;2026-04-08\|23.18\|4.89\|22.10\|23.19\|22.06\|359030;2026-04-09\|23.31\|0.56\|24.25\|24.46\|22.61\|574352;2026-04-10\|24.19\|3.78\|23.31\|24.59\|23.01\|600064;2026-04-13\|26.13\|8.02\|24.85\|26.53\|24.85\|891634;2026-04-14\|26.81\|2.60\|26.50\|26.86\|26.05\|615860;2026-04-15\|26.14\|-2.50\|26.81\|27.08\|26.01\|499709;2026-04-16\|27.26\|4.28\|26.30\|27.83\|26.16\|659519;2026-04-17\|28.09\|3.04\|27.59\|28.58\|27.27\|694703;2026-04-20\|27.92\|-0.61\|27.91\|28.79\|27.76\|468452;2026-04-21\|27.99\|0.25\|28.31\|28.63\|27.32\|493067;2026-04-22\|28.37\|1.36\|27.66\|28.65\|27.56\|433040;2026-04-23\|27.78\|-2.08\|28.36\|28.55\|27.50\|426752;2026-04-24\|29.60\|6.55\|27.52\|29.84\|27.52\|734800;2026-04-27\|28.97\|-2.13\|27.30\|29.38\|27.29\|998502;2026-04-28\|27.53\|-4.97\|28.95\|28.96\|27.00\|713304;2026-04-29\|30.28\|9.99\|27.30\|30.28\|26.95\|815286;2026-04-30\|30.67\|1.29\|30.36\|30.96\|30.13\|808688;2026-05-06\|31.08\|1.34\|31.50\|32.00\|30.70\|722664;2026-05-07\|30.16\|-2.96\|31.05\|31.07\|29.07\|704140;2026-05-08\|30.50\|1.13\|30.13\|31.68\|29.94\|633420;2026-05-11\|30.18\|-1.05\|30.70\|31.34\|30.01\|394939;2026-05-12\|29.02\|-3.84\|30.38\|30.39\|28.58\|562129;2026-05-13\|28.15\|-3.00\|29.02\|29.10\|27.92\|474756;2026-05-14\|26.70\|-5.15\|28.15\|28.20\|26.62\|433747;2026-05-15\|25.86\|-3.15\|26.79\|26.95\|25.50\|447962;2026-05-18\|25.20\|-2.55\|25.80\|26.00\|25.03\|366967;2026-05-19\|24.66\|-2.14\|25.01\|25.15\|23.95\|457228;2026-05-20\|24.76\|0.41\|24.50\|25.13\|23.98\|451085;2026-05-21\|23.71\|-4.24\|24.85\|25.25\|23.70\|482298;2026-05-22\|24.21\|2.11\|24.09\|24.73\|23.63\|463095;2026-05-25\|24.94\|3.02\|24.69\|25.38\|24.36\|567115;2026-05-26\|25.26\|1.28\|24.56\|25.35\|24.06\|500593;2026-05-27\|24.14\|-4.43\|25.32\|25.84\|24.01\|486372;2026-05-28\|23.69\|-1.86\|24.33\|24.65\|23.26\|390867;2026-05-29\|22.91\|-3.29\|23.84\|23.93\|22.81\|317382;2026-06-01\|23.28\|1.61\|23.12\|23.85\|22.83\|353883;2026-06-02\|22.57\|-3.05\|23.22\|23.35\|22.19\|327155;2026-06-03\|22.28\|-1.28\|22.22\|22.73\|22.08\|279586;2026-06-04\|21.15\|-5.07\|22.25\|22.28\|21.05\|455956;2026-06-05\|21.20\|0.24\|21.11\|22.30\|20.39\|500248;2026-06-08\|20.50\|-3.30\|21.01\|21.55\|20.09\|415645;2026-06-09\|21.80\|6.34\|20.78\|21.95\|20.29\|506754;2026-06-10\|21.95\|0.69\|21.88\|22.80\|21.66\|545695;2026-06-11\|22.55\|2.73\|22.00\|23.37\|21.68\|692957;2026-06-12\|22.85\|1.33\|22.60\|23.63\|22.31\|584955;2026-06-15\|23.01\|0.70\|23.07\|23.68\|22.70\|552649;2026-06-16\|22.89\|-0.52\|22.90\|23.37\|22.35\|422002;2026-06-17\|22.93\|0.17\|22.90\|23.30\|22.35\|364322;2026-06-18\|22.18\|-3.27\|22.75\|23.00\|21.91\|337033;2026-06-22\|22.72\|2.71\|21.20\|22.74\|20.79\|577705;2026-06-23\|21.45\|-5.59\|22.69\|22.89\|21.36\|373788;2026-06-24\|23.60\|10.02\|21.45\|23.60\|21.02\|678466;2026-06-25\|22.21\|-5.89\|23.59\|24.15\|22.17\|701671;2026-06-26\|19.99\|-10.00\|22.30\|22.34\|19.99\|637390;2026-06-29\|19.54\|-2.25\|19.58\|20.17\|18.70\|573132;2026-06-30\|20.37\|4.25\|19.56\|20.57\|19.38\|586758;2026-07-01\|21.00\|3.09\|20.39\|21.45\|19.70\|579026;2026-07-02\|21.86\|4.10\|20.96\|22.35\|20.63\|664741;2026-07-03\|21.87\|0.05\|22.60\|22.80\|21.45\|652989;2026-07-06\|22.41\|2.47\|21.65\|22.88\|21.62\|576214;2026-07-07\|24.65\|10.00\|24.65\|24.65\|24.65\|177467;2026-07-08\|22.19\|-9.98\|24.08\|24.30\|22.19\|1298133;2026-07-09\|20.20\|-8.97\|21.80\|21.80\|19.97\|1229507;2026-07-10\|18.70\|-7.43\|19.90\|20.05\|18.65\|1106268;2026-07-13\|18.12\|-3.10\|18.45\|18.77\|17.81\|713160;2026-07-14\|18.67\|3.04\|18.12\|19.08\|17.68\|709993;2026-07-15\|18.07\|-3.21\|18.79\|18.85\|18.00\|520565;2026-07-16\|17.45\|-3.43\|17.86\|17.92\|17.39\|565602;2026-07-17\|17.14\|-1.78\|17.60\|18.27\|17.00\|704075
102906	年报及一季报密集披露	一季报高增+预制菜+烘焙赛道 1、据2026年4月29日一季报，公司一季度营收47.10亿元、同比增长30.84%，归母净利润5.63亿元、同比增长42.74%。 2、据2025年年度报告及2026年3月机构调研，公司收购江苏鼎味泰后成立烘焙事业部，烤肠业务规模效应显现，管理层展望2-3年内规模突破10亿元，冷冻烘焙赛道协同持续释放。 3、据2025年年度报告，公司速冻菜肴制品拥有“冻品先生”等多品牌矩阵，小龙虾、小酥肉等大单品年销过亿，预制菜业务依托全渠道优势加速渗透。	速冻食品龙头，发力预制菜；一季度净利润同比增长42.74%	2026-03-10\|90.27\|1.29\|90.48\|91.00\|89.20\|28585;2026-03-11\|91.52\|1.38\|90.70\|92.95\|90.41\|42535;2026-03-12\|87.79\|-4.08\|91.00\|91.49\|87.41\|56842;2026-03-13\|86.79\|-1.14\|87.94\|89.06\|86.44\|38046;2026-03-16\|87.85\|1.22\|87.10\|88.80\|86.23\|33880;2026-03-17\|87.66\|-0.22\|87.64\|89.39\|87.40\|30064;2026-03-18\|86.42\|-1.41\|87.39\|87.65\|85.60\|30028;2026-03-19\|84.40\|-2.34\|85.60\|86.18\|84.01\|42750;2026-03-20\|82.29\|-2.50\|84.73\|85.25\|81.95\|55203;2026-03-23\|81.80\|-0.60\|81.30\|82.89\|79.50\|54415;2026-03-24\|83.02\|1.49\|82.48\|83.48\|81.25\|28948;2026-03-25\|84.11\|1.31\|83.69\|84.81\|83.25\|21425;2026-03-26\|84.48\|0.44\|84.21\|85.96\|83.91\|22628;2026-03-27\|87.44\|3.50\|83.80\|87.80\|83.36\|41589;2026-03-30\|90.00\|2.93\|86.63\|90.45\|86.10\|58771;2026-03-31\|93.26\|3.62\|91.50\|95.35\|91.30\|88293;2026-04-01\|94.30\|1.12\|94.57\|95.03\|92.40\|59831;2026-04-02\|96.37\|2.20\|94.01\|96.78\|93.91\|55273;2026-04-03\|96.61\|0.25\|97.15\|97.15\|95.50\|28223;2026-04-07\|98.15\|1.59\|96.45\|100.68\|95.98\|72543;2026-04-08\|96.50\|-1.68\|97.00\|99.82\|96.09\|63085;2026-04-09\|97.83\|1.38\|97.96\|99.11\|96.01\|49804;2026-04-10\|96.91\|-0.94\|98.50\|98.60\|96.80\|34523;2026-04-13\|96.18\|-0.75\|97.41\|99.20\|96.00\|39922;2026-04-14\|95.50\|-0.71\|96.19\|96.58\|93.00\|51230;2026-04-15\|94.80\|-0.73\|96.40\|97.45\|94.02\|38923;2026-04-16\|94.89\|0.09\|95.50\|95.93\|94.20\|34702;2026-04-17\|92.79\|-2.21\|94.95\|95.33\|91.80\|39737;2026-04-20\|92.77\|-0.02\|93.00\|94.66\|91.61\|36045;2026-04-21\|95.53\|2.98\|92.60\|97.49\|92.51\|55699;2026-04-22\|94.60\|-0.97\|95.50\|95.58\|93.69\|29428;2026-04-23\|96.73\|2.25\|93.12\|97.25\|92.30\|45207;2026-04-24\|98.80\|2.14\|97.70\|100.79\|97.51\|43982;2026-04-27\|99.50\|0.71\|98.62\|101.26\|98.00\|42337;2026-04-28\|99.84\|0.34\|99.85\|102.01\|98.96\|31429;2026-04-29\|109.82\|10.00\|105.60\|109.82\|105.25\|80891;2026-04-30\|109.39\|-0.39\|110.80\|111.97\|107.00\|136319;2026-05-06\|109.46\|0.06\|108.50\|109.85\|105.57\|86418;2026-05-07\|104.26\|-4.75\|109.98\|112.50\|103.40\|111960;2026-05-08\|103.00\|-1.21\|103.99\|105.00\|101.45\|69281;2026-05-11\|103.10\|0.10\|102.88\|104.61\|101.73\|59972;2026-05-12\|102.50\|-0.58\|103.13\|104.50\|100.00\|52018;2026-05-13\|102.82\|0.31\|102.20\|103.63\|101.21\|38928;2026-05-14\|103.36\|0.53\|103.00\|104.58\|101.63\|57551;2026-05-15\|100.25\|-3.01\|102.52\|103.00\|100.00\|55210;2026-05-18\|99.25\|-1.00\|101.00\|101.19\|98.71\|45145;2026-05-19\|98.00\|-1.26\|99.28\|99.52\|97.30\|31651;2026-05-20\|98.52\|0.53\|98.10\|99.68\|97.58\|37848;2026-05-21\|98.21\|-0.31\|98.00\|103.10\|98.00\|54983;2026-05-22\|99.43\|1.24\|98.90\|100.43\|98.21\|50764;2026-05-25\|97.00\|-2.44\|99.47\|99.84\|96.02\|49756;2026-05-26\|96.03\|-1.00\|96.35\|97.39\|94.80\|44681;2026-05-27\|98.06\|2.11\|96.07\|99.47\|94.02\|67365;2026-05-28\|97.33\|-0.74\|97.40\|99.38\|96.60\|35100;2026-05-29\|99.65\|2.38\|97.28\|101.53\|96.78\|71600;2026-06-01\|100.00\|0.35\|99.00\|102.18\|98.40\|74563;2026-06-02\|93.97\|-6.03\|99.25\|100.00\|93.51\|89646;2026-06-03\|89.78\|-4.46\|92.03\|92.52\|86.88\|116551;2026-06-04\|86.88\|-3.23\|89.78\|90.31\|85.65\|78709;2026-06-05\|86.68\|-0.23\|86.82\|88.05\|86.04\|52385;2026-06-08\|88.10\|1.64\|86.28\|88.62\|86.20\|70980;2026-06-09\|89.01\|1.03\|88.24\|90.00\|87.02\|45045;2026-06-10\|89.91\|1.01\|89.16\|91.45\|88.38\|35613;2026-06-11\|88.50\|-1.57\|89.91\|91.80\|88.06\|28340;2026-06-12\|90.18\|1.90\|88.00\|90.81\|87.11\|50589;2026-06-15\|88.85\|-1.47\|89.88\|91.50\|87.71\|46267;2026-06-16\|86.36\|-2.80\|88.79\|88.79\|86.21\|47488;2026-06-17\|84.94\|-1.64\|86.00\|87.00\|84.00\|38981;2026-06-18\|83.93\|-1.19\|84.73\|85.50\|83.40\|47599;2026-06-22\|85.50\|1.87\|83.31\|85.60\|82.82\|49294;2026-06-23\|83.40\|-0.80\|84.70\|86.36\|83.00\|45532;2026-06-24\|84.50\|1.32\|84.16\|85.94\|83.30\|34176;2026-06-25\|82.85\|-1.95\|84.40\|85.60\|82.52\|56074;2026-06-26\|79.77\|-3.72\|82.85\|82.85\|79.75\|48000;2026-06-29\|82.81\|3.81\|79.90\|84.36\|79.02\|56665;2026-06-30\|80.19\|-3.16\|82.55\|82.59\|79.66\|38476;2026-07-01\|79.60\|-0.74\|80.03\|81.05\|76.76\|74096;2026-07-02\|78.91\|-0.87\|79.21\|81.38\|78.51\|49052;2026-07-03\|81.20\|2.90\|79.77\|82.85\|79.47\|69454;2026-07-06\|84.19\|3.68\|81.34\|84.50\|80.26\|66133;2026-07-07\|82.78\|-1.67\|83.69\|84.43\|82.00\|40726;2026-07-08\|82.03\|-0.91\|82.45\|84.37\|81.74\|36861;2026-07-09\|79.75\|-2.78\|81.50\|81.54\|78.81\|44885;2026-07-10\|81.51\|2.21\|79.75\|82.30\|78.00\|46291;2026-07-13\|83.86\|2.88\|80.99\|84.30\|79.80\|61869;2026-07-14\|84.75\|1.06\|84.80\|85.80\|82.68\|60034;2026-07-15\|90.05\|6.25\|84.28\|90.05\|83.66\|77957;2026-07-16\|88.90\|-1.28\|88.60\|89.99\|87.00\|72566;2026-07-17\|85.75\|-3.54\|88.31\|89.94\|84.54\|73014
102905	年报及一季报密集披露	存储芯片+半导体IP+成品油行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月12日公告，公司收购奎芯科技股份过户已完成。据2026年5月7日机构调研，公司收购奎芯科技已完成工商变更，后续将以业绩承诺、技术扩产、生态协同为主线，持续做强半导体第二增长曲线。 2、据2026年4月24日年报，公司确立“能源+半导体科技”双轮驱动战略，通过控股奎芯科技切入半导体高速接口IP赛道。据2026年3月19日公告及2026年3月17日互动易，奎芯科技是半导体接口IP供应商，产品涵盖HBM3/3E、LPDDR5/LPDDR5X及ONFI 5.0/5.1/6.0 NAND Flash，可应用于存储芯片设计领域。 3、公司主营业务为成品油批发零售，构建了从采购、仓储、物流到批发、零售的完整产业链，业务以湖南为核心支点。 4、据2026年4月24日披露的一季报，公司2026年一季度归母净利润2206.97万元，同比增长75.29%。	1、公司主营业务为加油站零售连锁经营、成品油仓储、物流配送、批发，在成品油流通领域形成完整产业链；一季度净利润同比增长75.29%； 2、公司与奎芯科技相关股东签署股权收购意向协议，拟通过收购股权及表决权委托方式取得奎芯科技不低于34%股权及51%表决权，布局高速接口IP及Chiplet赛道	2026-03-10\|38.95\|-2.87\|36.10\|40.42\|36.10\|142581;2026-03-11\|42.85\|10.01\|39.34\|42.85\|38.80\|108844;2026-03-12\|40.97\|-4.39\|44.45\|44.45\|40.85\|158369;2026-03-13\|39.75\|-2.98\|40.89\|41.00\|39.38\|80263;2026-03-16\|42.27\|6.34\|39.80\|43.11\|39.80\|111785;2026-03-17\|44.56\|5.42\|41.83\|44.99\|41.74\|129946;2026-03-18\|44.85\|0.65\|43.83\|47.80\|41.24\|143773;2026-03-19\|44.66\|-0.42\|49.00\|49.00\|42.57\|204452;2026-03-20\|40.19\|-10.01\|41.00\|42.45\|40.19\|125642;2026-03-23\|36.58\|-8.98\|38.90\|38.99\|36.17\|119295;2026-03-24\|35.18\|-3.83\|34.95\|35.51\|33.20\|110894;2026-03-25\|34.44\|-2.10\|33.90\|35.00\|33.54\|77068;2026-03-26\|33.86\|-1.68\|34.46\|34.92\|33.45\|77918;2026-03-27\|33.99\|0.38\|33.70\|34.81\|33.50\|55347;2026-03-30\|33.12\|-2.56\|34.68\|34.73\|32.71\|57100;2026-03-31\|32.06\|-3.20\|32.98\|33.40\|32.03\|61042;2026-04-01\|33.18\|3.49\|32.13\|33.51\|31.89\|59783;2026-04-02\|36.50\|10.01\|33.78\|36.50\|33.78\|63381;2026-04-03\|36.79\|0.79\|36.50\|37.46\|34.90\|140900;2026-04-07\|40.47\|10.00\|36.50\|40.47\|35.05\|159882;2026-04-08\|40.98\|1.26\|38.55\|42.46\|38.55\|161971;2026-04-09\|42.14\|2.83\|40.82\|43.46\|40.45\|113135;2026-04-10\|40.67\|-3.49\|42.14\|42.48\|40.20\|89723;2026-04-13\|41.15\|1.18\|42.50\|42.50\|37.80\|108118;2026-04-14\|39.80\|-3.28\|40.29\|41.00\|39.63\|74692;2026-04-15\|38.65\|-2.89\|39.30\|39.78\|38.56\|45657;2026-04-16\|38.46\|-0.49\|38.66\|38.75\|38.02\|44339;2026-04-17\|39.01\|1.43\|38.64\|39.62\|38.03\|66878;2026-04-20\|37.98\|-2.64\|39.47\|39.60\|37.79\|55004;2026-04-21\|37.30\|-1.79\|38.01\|38.18\|36.70\|40440;2026-04-22\|36.87\|-1.15\|37.43\|37.56\|36.22\|37242;2026-04-23\|36.51\|-0.98\|37.01\|37.22\|36.03\|38920;2026-04-24\|36.44\|-0.19\|36.10\|36.93\|35.80\|43547;2026-04-27\|37.41\|2.66\|36.43\|38.21\|35.28\|61141;2026-04-28\|39.84\|6.50\|37.41\|41.15\|36.44\|152924;2026-04-29\|43.82\|9.99\|39.00\|43.82\|38.75\|159371;2026-04-30\|43.09\|-1.67\|45.00\|45.00\|40.38\|183140;2026-05-06\|47.40\|10.00\|43.61\|47.40\|43.16\|161500;2026-05-07\|49.31\|4.03\|48.32\|51.89\|46.97\|180139;2026-05-08\|52.31\|6.08\|47.94\|53.58\|47.81\|130980;2026-05-11\|52.28\|-0.06\|52.83\|53.36\|50.02\|88090;2026-05-12\|53.41\|2.16\|52.28\|55.75\|52.02\|91088;2026-05-13\|52.68\|-1.37\|52.28\|53.12\|50.32\|117986;2026-05-14\|48.92\|-7.14\|51.84\|52.00\|48.00\|72341;2026-05-15\|45.61\|-6.77\|48.91\|50.00\|44.81\|80241;2026-05-18\|46.28\|1.47\|45.22\|47.59\|44.85\|69272;2026-05-19\|48.24\|4.24\|46.00\|48.59\|45.43\|69239;2026-05-20\|53.06\|9.99\|47.64\|53.06\|47.48\|83195;2026-05-21\|49.95\|-5.86\|52.74\|54.88\|48.18\|116840;2026-05-22\|50.66\|1.42\|50.10\|52.00\|48.80\|75005;2026-05-25\|50.06\|-1.18\|50.20\|53.46\|48.66\|71203;2026-05-26\|55.07\|10.01\|50.12\|55.07\|50.12\|86562;2026-05-27\|51.62\|-6.26\|55.79\|57.93\|51.29\|132565;2026-05-28\|56.78\|10.00\|52.50\|56.78\|49.01\|141663;2026-05-29\|51.10\|-10.00\|56.98\|58.69\|51.10\|122834;2026-06-01\|47.22\|-7.59\|49.70\|50.43\|47.02\|83847;2026-06-02\|45.59\|-3.25\|47.15\|47.64\|44.13\|70515;2026-06-03\|45.90\|0.68\|45.76\|49.15\|45.13\|72136;2026-06-04\|44.69\|-2.64\|44.79\|46.76\|43.76\|69141;2026-06-05\|43.50\|-2.66\|44.33\|44.65\|42.50\|64211;2026-06-08\|40.51\|-6.87\|41.00\|42.49\|39.78\|50719;2026-06-09\|40.61\|0.25\|41.24\|41.32\|38.68\|50817;2026-06-10\|39.13\|-3.64\|40.21\|40.31\|38.50\|44476;2026-06-11\|38.20\|-2.38\|39.91\|40.30\|37.65\|50822;2026-06-12\|38.77\|1.49\|38.20\|41.50\|38.20\|79600;2026-06-15\|40.67\|4.90\|38.19\|42.65\|38.19\|112381;2026-06-16\|40.70\|0.07\|40.27\|41.35\|39.39\|65739;2026-06-17\|41.10\|0.98\|40.26\|42.56\|39.70\|63013;2026-06-18\|40.75\|-0.85\|40.80\|41.69\|40.40\|48420;2026-06-22\|39.85\|-2.21\|40.76\|42.58\|38.82\|54475;2026-06-23\|38.77\|-2.71\|39.02\|39.93\|38.26\|50749;2026-06-24\|36.97\|-4.64\|38.50\|38.78\|36.05\|70392;2026-06-25\|39.60\|7.11\|37.38\|40.03\|36.00\|82844;2026-06-26\|36.98\|-6.62\|39.02\|39.57\|36.97\|54304;2026-06-29\|37.71\|1.97\|37.46\|38.84\|35.88\|57568;2026-06-30\|38.42\|1.88\|37.40\|39.00\|37.02\|45944;2026-07-01\|42.26\|9.99\|37.98\|42.26\|37.98\|68301;2026-07-02\|38.55\|-8.78\|40.78\|41.88\|38.03\|94514;2026-07-03\|36.10\|-6.36\|38.60\|38.60\|36.10\|51752;2026-07-06\|36.43\|0.91\|36.30\|37.36\|34.92\|51681;2026-07-07\|35.00\|-3.93\|36.01\|36.23\|34.70\|37981;2026-07-08\|33.89\|-3.17\|35.48\|35.80\|33.39\|38404;2026-07-09\|34.70\|2.39\|34.20\|35.58\|33.60\|53351;2026-07-10\|33.95\|-2.16\|34.09\|34.97\|33.66\|43970;2026-07-13\|31.90\|-6.04\|34.00\|34.57\|31.68\|40064;2026-07-14\|33.46\|4.89\|32.40\|33.54\|31.35\|49509;2026-07-15\|31.60\|-5.56\|34.20\|34.20\|31.40\|46470;2026-07-16\|30.42\|-3.73\|31.48\|31.53\|30.19\|33693;2026-07-17\|28.43\|-6.54\|30.21\|30.47\|27.88\|43123
102904	年报及一季报密集披露	一季报增长+高分红+服装纺织 1、据2026年4月29日公告，公司2025年度拟每10股派7元，全年累计现金分红4.11亿元，占归母净利润74.62%，三年累计分红12.67亿元，达年均净利169.52%，高分红方案提振信心。 2、据2026年4月29日公告，公司2026Q1营收15.22亿元、净利3.86亿元，分别同比增18.36%、16.54%，延续复苏势头。 3、据2026年4月29日年报，公司专注高端高尔夫及户外服饰，旗下比音勒芬T恤连续八年市占率第一，并构建“职业-业余-青少年”高尔夫全链条生态，品牌壁垒深厚。	国内高尔夫服饰龙头，一季度净利润同比增长16.54%	2026-03-10\|16.75\|1.27\|16.70\|16.88\|16.47\|106704;2026-03-11\|17.10\|2.09\|16.76\|17.35\|16.75\|195325;2026-03-12\|17.32\|1.29\|17.10\|17.44\|17.00\|154221;2026-03-13\|16.86\|-2.66\|17.28\|17.31\|16.80\|186758;2026-03-16\|17.02\|0.95\|16.85\|17.13\|16.60\|117614;2026-03-17\|16.82\|-1.18\|17.08\|17.20\|16.76\|86661;2026-03-18\|17.11\|1.72\|16.86\|17.18\|16.86\|88622;2026-03-19\|16.89\|-1.29\|17.01\|17.20\|16.80\|75158;2026-03-20\|16.62\|-1.60\|16.89\|17.08\|16.60\|92228;2026-03-23\|16.27\|-2.11\|16.54\|16.55\|16.15\|129594;2026-03-24\|16.64\|2.27\|16.48\|16.77\|16.17\|81165;2026-03-25\|17.34\|4.21\|16.93\|17.65\|16.93\|129481;2026-03-26\|17.52\|1.04\|17.86\|17.87\|17.32\|118450;2026-03-27\|17.36\|-0.91\|17.44\|17.58\|17.26\|77325;2026-03-30\|17.50\|0.81\|17.20\|17.57\|17.20\|88589;2026-03-31\|17.12\|-2.17\|17.50\|17.54\|17.10\|82213;2026-04-01\|17.13\|0.06\|17.28\|17.29\|17.04\|63072;2026-04-02\|17.35\|1.28\|17.10\|17.37\|16.98\|89832;2026-04-03\|17.14\|-1.21\|17.40\|17.66\|17.12\|77835;2026-04-07\|17.10\|-0.23\|17.20\|17.29\|16.84\|65261;2026-04-08\|17.37\|1.58\|17.28\|17.41\|17.14\|74538;2026-04-09\|17.36\|-0.06\|17.37\|17.88\|17.30\|98093;2026-04-10\|17.41\|0.29\|17.48\|17.58\|17.26\|74826;2026-04-13\|17.02\|-2.24\|17.42\|17.42\|17.00\|73484;2026-04-14\|16.85\|-1.00\|17.09\|17.11\|16.72\|67229;2026-04-15\|17.53\|4.04\|16.96\|17.82\|16.96\|146897;2026-04-16\|17.65\|0.68\|17.46\|17.93\|17.37\|93868;2026-04-17\|17.80\|0.85\|17.66\|18.01\|17.66\|107630;2026-04-20\|17.97\|0.96\|17.85\|18.01\|17.61\|79213;2026-04-21\|18.53\|3.12\|17.99\|18.66\|17.99\|146536;2026-04-22\|18.29\|-1.30\|18.54\|18.83\|18.24\|113509;2026-04-23\|18.10\|-1.04\|18.25\|18.42\|18.08\|76267;2026-04-24\|18.04\|-0.33\|18.08\|18.26\|17.90\|67775;2026-04-27\|17.93\|-0.61\|18.05\|18.27\|17.92\|87961;2026-04-28\|17.88\|-0.28\|17.88\|18.10\|17.72\|71369;2026-04-29\|19.67\|10.01\|18.99\|19.67\|18.91\|285044;2026-04-30\|20.24\|2.90\|20.06\|20.64\|19.98\|387943;2026-05-06\|19.96\|-1.38\|20.24\|20.33\|19.55\|226312;2026-05-07\|19.83\|-0.65\|19.91\|20.14\|19.64\|111119;2026-05-08\|19.59\|-1.21\|19.77\|19.98\|19.39\|118372;2026-05-11\|20.70\|5.67\|19.49\|20.83\|19.33\|206607;2026-05-12\|20.47\|-1.11\|20.63\|20.84\|20.25\|126010;2026-05-13\|20.58\|0.54\|20.40\|20.70\|20.28\|91485;2026-05-14\|20.96\|1.85\|20.48\|21.47\|20.48\|165164;2026-05-15\|21.14\|0.86\|20.86\|22.10\|20.86\|165995;2026-05-18\|20.51\|-2.98\|21.14\|21.30\|20.28\|140827;2026-05-19\|20.35\|-0.78\|20.57\|21.30\|20.24\|124131;2026-05-20\|20.05\|-1.47\|20.38\|20.58\|19.91\|83371;2026-05-21\|19.99\|-0.30\|20.09\|20.43\|19.95\|104517;2026-05-22\|20.17\|0.90\|20.13\|20.58\|19.91\|114140;2026-05-25\|20.86\|3.42\|20.17\|20.93\|20.06\|131854;2026-05-26\|20.28\|-2.78\|20.74\|20.80\|19.93\|97804;2026-05-27\|19.81\|-2.32\|20.11\|20.27\|19.36\|116010;2026-05-28\|19.54\|-1.36\|19.81\|20.00\|19.39\|66954;2026-05-29\|19.60\|0.31\|19.54\|19.97\|19.38\|80266;2026-06-01\|20.35\|3.83\|19.64\|20.47\|19.62\|121098;2026-06-02\|20.32\|-0.15\|20.39\|20.95\|20.04\|89993;2026-06-03\|19.92\|-1.97\|20.42\|20.80\|19.78\|76290;2026-06-04\|19.28\|-3.21\|19.95\|19.98\|19.05\|78750;2026-06-05\|19.98\|3.63\|19.28\|20.99\|19.28\|152097;2026-06-08\|20.95\|4.85\|20.13\|21.38\|19.68\|204587;2026-06-09\|20.40\|0.74\|20.14\|20.77\|20.00\|153720;2026-06-10\|20.91\|2.50\|20.35\|21.12\|20.21\|143676;2026-06-11\|20.39\|-2.49\|20.73\|20.79\|20.00\|138996;2026-06-12\|21.37\|4.81\|20.37\|21.46\|20.01\|200649;2026-06-15\|21.70\|1.54\|21.16\|21.73\|20.54\|218385;2026-06-16\|21.58\|-0.55\|21.53\|22.30\|21.37\|159840;2026-06-17\|21.15\|-1.99\|21.48\|21.77\|20.75\|132453;2026-06-18\|20.80\|-1.65\|20.97\|21.18\|20.53\|100060;2026-06-22\|21.59\|3.80\|20.70\|21.67\|20.22\|131364;2026-06-23\|20.28\|-6.07\|21.38\|21.45\|20.00\|147627;2026-06-24\|20.76\|2.37\|20.31\|21.28\|20.28\|107625;2026-06-25\|21.05\|1.40\|20.70\|21.37\|20.51\|89717;2026-06-26\|20.00\|-4.99\|20.75\|20.83\|19.95\|115527;2026-06-29\|20.69\|3.45\|20.16\|20.95\|19.89\|110057;2026-06-30\|20.64\|-0.24\|20.50\|20.70\|19.80\|96596;2026-07-01\|21.30\|3.20\|20.63\|21.40\|19.60\|166259;2026-07-02\|21.40\|0.47\|20.82\|21.73\|20.82\|132299;2026-07-03\|20.92\|-2.24\|21.79\|21.83\|20.89\|83969;2026-07-06\|20.92\|0.00\|20.93\|21.49\|20.68\|82712;2026-07-07\|20.58\|-1.63\|20.93\|21.08\|20.43\|63759;2026-07-08\|20.08\|-2.43\|20.75\|20.75\|19.89\|65143;2026-07-09\|20.32\|1.20\|20.08\|20.44\|19.90\|75159;2026-07-10\|20.69\|1.82\|20.22\|20.84\|19.66\|90404;2026-07-13\|20.81\|0.58\|20.49\|20.99\|20.38\|83799;2026-07-14\|21.15\|1.63\|20.75\|21.23\|20.61\|76713;2026-07-15\|22.11\|4.54\|21.04\|22.29\|21.00\|138388;2026-07-16\|21.69\|-1.90\|21.90\|22.38\|21.63\|100806;2026-07-17\|21.01\|-3.14\|21.70\|22.18\|21.00\|85860
102903	年报及一季报密集披露	一季报高增+药食同源新品+全渠道扩张 1、据2026年4月29日一季报，公司Q1营收8.24亿元、归母净利1.01亿元，分别同比增25.65%、85.86%。 2、据2026年4月15日年报及4月16日机构调研，药食同源粉类新品已量产并导入零食量贩、山姆会员店等渠道，2026年将结合中医经方持续迭代，打造第二增长曲线。 3、据2026年4月15日年报，公司线上主流平台燕麦品类销售保持TOP1，线下经销网络覆盖全国并出口美欧等十余国，全渠道、国际化布局持续深化。	燕麦细分行业龙头，国内市占率达15%，有燕麦奶研发储备；一季度净利润同比增长85.86%	2026-03-10\|26.94\|1.58\|26.57\|27.02\|26.30\|12012;2026-03-11\|26.19\|-2.78\|26.95\|27.10\|26.04\|16083;2026-03-12\|25.12\|-4.09\|26.21\|26.29\|25.10\|17126;2026-03-13\|25.23\|0.44\|25.12\|25.94\|24.96\|13746;2026-03-16\|26.19\|3.81\|25.31\|26.23\|25.15\|19865;2026-03-17\|25.65\|-2.06\|26.25\|26.29\|25.59\|12955;2026-03-18\|27.42\|6.90\|25.95\|27.75\|25.59\|39812;2026-03-19\|26.46\|-3.50\|27.37\|27.85\|26.29\|17343;2026-03-20\|25.77\|-2.61\|26.45\|26.80\|25.71\|15283;2026-03-23\|24.89\|-3.41\|25.58\|25.58\|24.50\|22152;2026-03-24\|26.23\|5.38\|25.24\|26.29\|24.91\|24692;2026-03-25\|25.99\|-0.92\|26.42\|26.54\|25.81\|16082;2026-03-26\|25.70\|-1.12\|26.00\|26.28\|25.53\|9057;2026-03-27\|25.79\|0.35\|25.50\|26.35\|25.20\|11784;2026-03-30\|26.52\|2.83\|25.65\|26.95\|25.53\|19318;2026-03-31\|26.24\|-1.06\|26.58\|26.90\|26.20\|9352;2026-04-01\|26.40\|0.61\|26.49\|26.75\|25.90\|13875;2026-04-02\|27.49\|4.13\|26.50\|27.68\|26.18\|30806;2026-04-03\|27.92\|1.56\|27.30\|28.59\|27.30\|26093;2026-04-07\|27.94\|0.07\|27.73\|28.79\|27.66\|22593;2026-04-08\|28.40\|1.65\|28.22\|28.66\|27.93\|25308;2026-04-09\|29.24\|2.96\|28.38\|29.48\|28.21\|25284;2026-04-10\|28.77\|-1.61\|29.23\|29.60\|28.57\|25036;2026-04-13\|28.47\|-1.04\|28.79\|28.86\|28.10\|23717;2026-04-14\|27.05\|-4.99\|28.51\|28.76\|26.23\|53174;2026-04-15\|27.42\|1.37\|27.71\|28.23\|26.96\|37684;2026-04-16\|27.75\|1.20\|27.60\|27.90\|27.18\|22886;2026-04-17\|27.47\|-1.01\|27.86\|27.89\|27.07\|17741;2026-04-20\|27.52\|0.18\|27.39\|27.79\|27.24\|15768;2026-04-21\|27.79\|0.98\|27.55\|28.41\|27.50\|15637;2026-04-22\|27.90\|0.40\|27.67\|28.36\|27.50\|15028;2026-04-23\|27.95\|0.18\|27.66\|28.78\|27.61\|28884;2026-04-24\|27.80\|-0.54\|27.99\|28.18\|27.33\|10994;2026-04-27\|29.82\|7.27\|27.88\|30.17\|27.69\|51198;2026-04-28\|29.55\|-0.91\|29.90\|29.90\|29.02\|21941;2026-04-29\|32.51\|10.02\|30.50\|32.51\|30.50\|86797;2026-04-30\|33.15\|1.97\|34.14\|34.93\|32.97\|144750;2026-05-06\|32.72\|-1.30\|33.14\|33.15\|31.70\|90569;2026-05-07\|32.61\|-0.34\|32.72\|33.15\|31.76\|56649;2026-05-08\|31.71\|-2.76\|32.49\|32.58\|31.50\|47896;2026-05-11\|31.59\|-0.38\|31.69\|31.79\|30.81\|44255;2026-05-12\|30.50\|-3.45\|31.49\|31.57\|30.18\|46002;2026-05-13\|30.61\|0.36\|30.50\|30.98\|30.25\|33647;2026-05-14\|30.79\|0.59\|30.91\|31.19\|30.18\|32350;2026-05-15\|30.38\|-1.33\|30.72\|30.80\|30.23\|30106;2026-05-18\|21.00\|-1.50\|21.33\|21.88\|20.67\|43783;2026-05-19\|21.47\|2.24\|20.94\|21.84\|20.94\|52712;2026-05-20\|21.32\|-0.70\|21.19\|21.65\|21.10\|28245;2026-05-21\|21.48\|0.75\|21.35\|22.00\|21.21\|43917;2026-05-22\|21.45\|-0.14\|21.66\|21.91\|20.95\|44362;2026-05-25\|20.42\|-4.80\|21.08\|21.50\|20.35\|49901;2026-05-26\|21.53\|5.44\|20.42\|21.61\|20.16\|69847;2026-05-27\|22.30\|3.58\|21.49\|22.58\|21.12\|65137;2026-05-28\|21.62\|-3.05\|22.31\|22.31\|21.31\|39027;2026-05-29\|21.96\|1.57\|21.54\|22.53\|21.54\|36666;2026-06-01\|22.32\|1.64\|21.56\|22.55\|21.43\|52757;2026-06-02\|21.88\|-1.97\|22.23\|22.44\|21.30\|48510;2026-06-03\|21.12\|-3.47\|21.93\|21.97\|20.66\|50059;2026-06-04\|20.84\|-1.33\|20.90\|21.45\|20.42\|35109;2026-06-05\|21.44\|2.88\|20.90\|21.80\|20.74\|37530;2026-06-08\|21.13\|-1.45\|21.01\|21.84\|20.91\|34524;2026-06-09\|21.08\|-0.24\|21.13\|21.60\|20.81\|25461;2026-06-10\|21.38\|1.42\|20.75\|21.47\|20.75\|22388;2026-06-11\|21.28\|-0.47\|21.24\|21.40\|20.66\|32367;2026-06-12\|21.99\|3.34\|21.47\|22.10\|21.07\|45687;2026-06-15\|21.91\|-0.36\|21.91\|22.32\|21.22\|42104;2026-06-16\|21.42\|-2.24\|21.90\|21.93\|21.23\|28527;2026-06-17\|20.96\|-2.15\|21.45\|21.52\|20.89\|23773;2026-06-18\|20.65\|-1.48\|20.92\|21.20\|20.55\|44697;2026-06-22\|20.90\|1.21\|20.78\|21.28\|20.51\|29893;2026-06-23\|21.48\|2.78\|20.80\|21.50\|20.38\|32931;2026-06-24\|21.56\|0.37\|21.47\|22.16\|21.19\|34809;2026-06-25\|22.19\|2.92\|21.56\|22.46\|21.26\|44089;2026-06-26\|20.73\|-6.58\|22.18\|22.22\|20.47\|61845;2026-06-29\|21.69\|4.63\|20.78\|22.00\|19.98\|49740;2026-06-30\|20.76\|-4.29\|21.40\|21.79\|20.50\|45213;2026-07-01\|21.00\|1.16\|20.70\|21.18\|20.00\|53870;2026-07-02\|20.39\|-2.90\|20.90\|21.15\|19.50\|66662;2026-07-03\|20.45\|0.29\|20.25\|20.96\|20.11\|35099;2026-07-06\|21.18\|3.57\|20.57\|21.45\|20.20\|42415;2026-07-07\|21.16\|-0.09\|20.98\|21.19\|20.31\|40537;2026-07-08\|21.45\|1.37\|20.86\|21.55\|20.62\|39596;2026-07-09\|20.60\|-3.96\|21.35\|21.43\|20.16\|48813;2026-07-10\|21.35\|3.64\|20.35\|21.83\|20.10\|60563;2026-07-13\|20.18\|-5.48\|20.99\|22.10\|19.98\|73321;2026-07-14\|18.75\|-7.09\|20.58\|20.60\|18.16\|172460;2026-07-15\|18.65\|-0.53\|19.08\|19.46\|18.51\|88341;2026-07-16\|17.71\|-5.04\|18.45\|18.69\|17.27\|100955;2026-07-17\|17.00\|-4.01\|17.66\|18.20\|16.82\|64170
102902	年报及一季报密集披露	固态电池+587Ah扩产+储能满产+业绩高增行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日年报，公司全固态动力锂离子电池项目已入实验阶段，目标能量密度＞350Wh/kg，中试线已建成并运行。 2、据2026年2月12日公告，公司拟在河南驻马店投建587Ah及120Ah电池产线，总投资12亿元；同日公告拟在正阳县投建120Ah电芯项目，总投资21亿元。 3、据2026年4月29日年报及一季报，公司2025年储能电芯出货量全球TOP9，314Ah大储、100Ah及50Ah小储产线满产；2026Q1营收47.68亿元，同比增182.14%，归母净利3.23亿元，同比增819.09%。	锂离子电池行业产品线最丰富的供应商之一；一季度净利润同比增长819.09%	2026-03-10\|52.07\|-0.50\|50.60\|52.40\|49.44\|396116;2026-03-11\|56.20\|7.93\|51.77\|57.91\|50.68\|720776;2026-03-12\|58.03\|3.26\|56.67\|59.38\|55.87\|643238;2026-03-13\|57.75\|-0.48\|58.58\|61.66\|57.50\|608474;2026-03-16\|57.52\|-0.40\|58.48\|59.66\|56.60\|354097;2026-03-17\|54.67\|-4.95\|57.59\|58.39\|54.50\|324684;2026-03-18\|53.98\|-1.26\|54.68\|55.57\|53.13\|255945;2026-03-19\|54.86\|1.63\|54.00\|57.67\|53.00\|431248;2026-03-20\|60.61\|10.48\|55.00\|63.96\|54.97\|698964;2026-03-23\|59.81\|-1.32\|59.52\|62.81\|59.41\|539920;2026-03-24\|59.76\|-0.08\|61.01\|61.80\|57.10\|444227;2026-03-25\|58.52\|-2.08\|58.60\|59.76\|56.86\|482817;2026-03-26\|58.50\|-0.03\|58.56\|61.30\|57.13\|582045;2026-03-27\|58.39\|-0.19\|58.02\|59.86\|55.66\|535670;2026-03-30\|57.30\|-1.87\|58.70\|59.35\|55.08\|373329;2026-03-31\|56.44\|-1.50\|56.89\|59.93\|56.03\|405445;2026-04-01\|53.97\|-4.38\|56.00\|56.69\|52.50\|442348;2026-04-02\|52.19\|-3.30\|53.70\|54.95\|51.78\|364618;2026-04-03\|49.27\|-5.59\|52.30\|52.35\|49.10\|294562;2026-04-07\|51.00\|3.51\|49.76\|53.15\|49.70\|327873;2026-04-08\|52.50\|2.94\|52.11\|53.23\|50.95\|320936;2026-04-09\|53.39\|1.70\|52.22\|53.87\|51.10\|302472;2026-04-10\|57.18\|7.10\|55.00\|58.89\|54.99\|523412;2026-04-13\|59.49\|4.04\|56.59\|59.77\|56.59\|428889;2026-04-14\|65.91\|10.79\|59.00\|66.00\|58.58\|570498;2026-04-15\|62.89\|-4.58\|65.57\|65.57\|62.51\|425611;2026-04-16\|68.58\|9.05\|64.11\|69.96\|62.99\|665383;2026-04-17\|68.98\|0.58\|67.30\|69.28\|66.02\|469520;2026-04-20\|67.39\|-2.31\|67.20\|68.30\|66.24\|328091;2026-04-21\|67.12\|-0.40\|68.21\|68.21\|65.03\|279462;2026-04-22\|67.90\|1.16\|67.35\|69.55\|66.92\|311415;2026-04-23\|68.09\|0.28\|68.00\|69.78\|65.08\|398826;2026-04-24\|69.30\|1.78\|67.12\|70.53\|65.63\|393032;2026-04-27\|69.24\|-0.09\|68.37\|70.20\|67.67\|322260;2026-04-28\|67.50\|-2.51\|68.23\|68.95\|66.01\|337523;2026-04-29\|81.00\|20.00\|66.83\|81.00\|65.87\|738366;2026-04-30\|86.10\|6.30\|83.00\|86.80\|81.00\|727791;2026-05-06\|87.80\|1.97\|82.98\|88.80\|82.22\|523145;2026-05-07\|89.40\|1.82\|87.07\|91.88\|86.46\|471472;2026-05-08\|85.00\|-4.92\|87.60\|90.50\|84.77\|422431;2026-05-11\|88.35\|3.94\|84.76\|89.79\|83.67\|425136;2026-05-12\|89.36\|1.14\|87.50\|91.85\|86.12\|366520;2026-05-13\|83.81\|-6.21\|89.49\|90.18\|82.91\|478804;2026-05-14\|84.20\|0.47\|84.67\|88.00\|81.50\|498502;2026-05-15\|83.31\|-1.06\|82.07\|87.08\|81.00\|369827;2026-05-18\|85.60\|2.75\|82.17\|87.00\|80.89\|329107;2026-05-19\|86.69\|1.27\|84.98\|89.00\|83.00\|314413;2026-05-20\|92.14\|6.29\|86.60\|92.77\|84.70\|520629;2026-05-21\|84.82\|-7.94\|90.00\|91.48\|84.70\|433592;2026-05-22\|84.74\|-0.09\|86.11\|87.24\|83.06\|289045;2026-05-25\|78.57\|-7.28\|84.04\|84.74\|77.00\|445397;2026-05-26\|78.52\|-0.06\|78.48\|81.43\|77.11\|284285;2026-05-27\|81.09\|3.27\|78.52\|83.29\|78.50\|309922;2026-05-28\|79.00\|-2.58\|81.19\|82.42\|75.68\|281415;2026-05-29\|76.55\|-3.10\|79.01\|79.38\|75.96\|254943;2026-06-01\|77.72\|1.53\|78.10\|79.79\|76.68\|267987;2026-06-02\|82.79\|6.61\|78.38\|84.28\|77.18\|321448;2026-06-03\|81.56\|-1.49\|82.68\|82.84\|79.00\|258714;2026-06-04\|77.23\|-5.31\|80.86\|81.20\|75.75\|271522;2026-06-05\|75.65\|-2.05\|77.24\|78.61\|74.99\|200539;2026-06-08\|71.65\|-5.29\|74.01\|74.66\|70.11\|201524;2026-06-09\|73.10\|2.02\|72.60\|73.85\|70.35\|194413;2026-06-10\|71.42\|-2.30\|72.78\|73.00\|70.56\|151662;2026-06-11\|69.89\|-2.14\|70.93\|72.23\|69.07\|186755;2026-06-12\|75.18\|7.57\|70.40\|78.38\|69.00\|368772;2026-06-15\|74.13\|-1.40\|75.87\|76.94\|72.68\|313214;2026-06-16\|76.99\|3.86\|77.50\|79.10\|73.91\|432119;2026-06-17\|78.79\|2.34\|76.95\|80.60\|75.60\|334545;2026-06-18\|81.20\|3.06\|77.39\|84.82\|77.01\|326687;2026-06-22\|84.88\|4.53\|82.21\|86.40\|79.30\|468855;2026-06-23\|80.98\|-4.59\|83.96\|83.96\|80.48\|330736;2026-06-24\|82.47\|1.84\|81.13\|83.40\|77.92\|281658;2026-06-25\|83.45\|1.19\|82.62\|84.77\|80.99\|253726;2026-06-26\|77.30\|-7.37\|83.17\|84.08\|76.53\|291123;2026-06-29\|84.54\|9.37\|77.00\|84.70\|76.54\|367144;2026-06-30\|82.85\|-2.00\|83.00\|85.93\|79.80\|291560;2026-07-01\|79.63\|-3.89\|82.20\|82.54\|75.47\|373362;2026-07-02\|78.69\|-1.18\|77.64\|81.66\|77.26\|247188;2026-07-03\|76.52\|-2.76\|79.34\|81.00\|76.36\|228660;2026-07-06\|72.34\|-5.46\|75.48\|77.77\|72.30\|236360;2026-07-07\|73.40\|1.47\|72.86\|75.60\|71.77\|203986;2026-07-08\|67.99\|-7.37\|73.51\|73.70\|67.84\|243163;2026-07-09\|67.15\|-1.24\|68.90\|69.30\|64.33\|226405;2026-07-10\|64.97\|-3.25\|67.68\|68.44\|64.97\|201664;2026-07-13\|67.70\|4.20\|64.96\|69.90\|63.55\|328713;2026-07-14\|70.56\|4.22\|68.50\|70.96\|65.92\|343299;2026-07-15\|69.01\|-2.20\|70.38\|72.20\|67.40\|282724;2026-07-16\|62.11\|-10.00\|68.64\|68.64\|59.60\|396654;2026-07-17\|62.18\|0.11\|61.86\|64.88\|60.30\|292929
102901	年报及一季报密集披露	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	1、中国五矿集团有限公司旗下钨产业的运营管理平台；一季度营收逾70亿元，扣非净利润增长350%； 2、公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218
102900	年报及一季报密集披露	光纤油膏+POF热收缩膜+一季报增长+常德国资行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年4月29日一季报，公司一季度营收3.99亿元，同比增长11.71%，归母净利润1528.53万元，同比增长4.79%。 2、据2025年年度报告，公司是全球第二大POF热收缩膜生产商，2025年销量约4.5万吨，最新研发的阻隔类膜、强力膜实现国产替代并已出口欧美。 3、据2025年年度报告及互动易，控股子公司众立合成材料的SEP光纤油膏、SEPS成人用品弹性体已批量供货，技术国内领先。 4、公司属于国有企业。公司的最终控制人为常德市人民政府国有资产监督管理委员会。	控股子公司众立合成材料所开发的氢化苯乙烯/异戊二烯嵌段共聚物（SEPS）系列产品可用于实体娃娃等成人用品领域，已经具备成熟的规模化生产能力；一季度净利润同比增长4.79%	2026-03-10\|6.24\|3.14\|6.10\|6.33\|6.10\|323389;2026-03-11\|6.47\|3.69\|6.22\|6.70\|6.22\|677685;2026-03-12\|6.29\|-2.78\|6.44\|6.47\|6.25\|404397;2026-03-13\|6.17\|-1.91\|6.27\|6.33\|6.13\|270932;2026-03-16\|6.19\|0.32\|6.21\|6.32\|6.11\|252026;2026-03-17\|5.97\|-3.55\|6.20\|6.22\|5.96\|259337;2026-03-18\|6.09\|2.01\|5.96\|6.10\|5.92\|196117;2026-03-19\|5.77\|-5.25\|6.05\|6.06\|5.72\|350256;2026-03-20\|5.46\|-5.37\|5.79\|5.81\|5.45\|339871;2026-03-23\|5.14\|-5.86\|5.33\|5.49\|5.04\|408897;2026-03-24\|5.33\|3.70\|5.23\|5.35\|5.13\|278755;2026-03-25\|5.65\|6.00\|5.34\|5.86\|5.34\|599625;2026-03-26\|5.69\|0.71\|5.81\|6.04\|5.67\|600625;2026-03-27\|5.71\|0.35\|5.63\|5.82\|5.56\|349939;2026-03-30\|5.70\|-0.18\|5.64\|5.71\|5.51\|234927;2026-03-31\|5.68\|-0.35\|5.69\|5.80\|5.65\|229267;2026-04-01\|5.85\|2.99\|5.74\|5.95\|5.72\|255784;2026-04-02\|5.77\|-1.37\|5.86\|5.98\|5.72\|271299;2026-04-03\|5.58\|-3.29\|5.79\|5.85\|5.56\|214423;2026-04-07\|5.80\|3.94\|5.61\|5.90\|5.60\|324973;2026-04-08\|6.08\|4.83\|5.90\|6.10\|5.85\|369977;2026-04-09\|5.99\|-1.48\|6.00\|6.08\|5.95\|296579;2026-04-10\|6.02\|0.50\|6.01\|6.13\|5.98\|251562;2026-04-13\|5.98\|-0.66\|5.96\|5.99\|5.86\|227325;2026-04-14\|6.27\|4.85\|5.98\|6.37\|5.98\|745184;2026-04-15\|6.07\|-3.19\|6.20\|6.24\|6.04\|498339;2026-04-16\|6.17\|1.65\|6.09\|6.19\|5.98\|335688;2026-04-17\|6.19\|0.32\|6.12\|6.21\|6.10\|282959;2026-04-20\|6.28\|1.45\|6.17\|6.36\|6.15\|356830;2026-04-21\|6.28\|0.00\|6.26\|6.44\|6.12\|483648;2026-04-22\|6.23\|-0.80\|6.10\|6.24\|6.02\|310092;2026-04-23\|6.08\|-2.41\|6.23\|6.25\|6.05\|292665;2026-04-24\|6.09\|0.16\|6.06\|6.18\|5.98\|283214;2026-04-27\|6.11\|0.33\|6.04\|6.13\|5.98\|227482;2026-04-28\|5.85\|-4.26\|6.07\|6.11\|5.83\|320522;2026-04-29\|6.44\|10.09\|6.01\|6.44\|5.98\|701748;2026-04-30\|6.35\|-1.40\|6.47\|6.51\|6.28\|681304;2026-05-06\|6.48\|2.05\|6.38\|6.48\|6.33\|511247;2026-05-07\|6.66\|2.78\|6.54\|6.86\|6.51\|660564;2026-05-08\|6.99\|4.96\|6.57\|7.02\|6.52\|1006380;2026-05-11\|7.03\|0.57\|7.01\|7.30\|6.92\|1303563;2026-05-12\|7.73\|9.96\|7.01\|7.73\|7.01\|810496;2026-05-13\|7.43\|-3.88\|7.63\|7.82\|7.31\|1727135;2026-05-14\|7.23\|-2.69\|7.43\|7.80\|7.20\|1397222;2026-05-15\|6.89\|-4.70\|7.28\|7.31\|6.82\|1028946;2026-05-18\|6.77\|-1.74\|6.81\|6.93\|6.70\|616073;2026-05-19\|6.67\|-1.48\|6.77\|6.80\|6.56\|507608;2026-05-20\|6.75\|1.20\|6.63\|6.91\|6.39\|752582;2026-05-21\|6.54\|-3.11\|6.76\|7.01\|6.52\|678885;2026-05-22\|6.81\|4.13\|6.56\|6.85\|6.49\|503949;2026-05-25\|6.74\|-1.03\|6.83\|6.97\|6.65\|494182;2026-05-26\|6.59\|-2.23\|6.74\|6.74\|6.47\|425416;2026-05-27\|6.64\|0.76\|6.52\|6.98\|6.52\|570484;2026-05-28\|6.56\|-1.20\|6.53\|6.64\|6.39\|475021;2026-05-29\|6.22\|-5.18\|6.65\|6.82\|6.15\|610578;2026-06-01\|6.33\|1.77\|6.11\|6.42\|6.01\|402658;2026-06-02\|6.42\|1.42\|6.31\|6.50\|6.26\|327789;2026-06-03\|6.70\|4.36\|6.49\|7.06\|6.48\|979357;2026-06-04\|7.10\|5.97\|6.61\|7.15\|6.61\|967391;2026-06-05\|7.29\|2.68\|7.10\|7.40\|7.03\|903416;2026-06-08\|7.14\|-2.06\|6.84\|7.43\|6.83\|790739;2026-06-09\|7.28\|2.25\|7.31\|7.53\|7.16\|540090;2026-06-10\|7.29\|0.14\|7.28\|7.48\|7.17\|657424;2026-06-11\|6.96\|-4.53\|7.26\|7.35\|6.92\|706209;2026-06-12\|6.85\|-1.58\|7.06\|7.27\|6.76\|584361;2026-06-15\|7.42\|8.32\|6.90\|7.54\|6.89\|1185605;2026-06-16\|7.41\|-0.13\|7.42\|7.54\|7.28\|784787;2026-06-17\|7.22\|-2.56\|7.34\|7.43\|7.15\|606662;2026-06-18\|7.02\|-2.77\|7.19\|7.19\|6.83\|662949;2026-06-22\|6.92\|-1.42\|7.05\|7.08\|6.68\|602826;2026-06-23\|7.61\|9.97\|6.86\|7.61\|6.69\|842867;2026-06-24\|7.52\|-1.18\|7.62\|7.78\|7.29\|1132531;2026-06-25\|8.01\|6.52\|7.47\|8.10\|7.42\|1402431;2026-06-26\|7.89\|-1.50\|7.83\|8.08\|7.72\|954979;2026-06-29\|8.31\|5.32\|7.95\|8.44\|7.95\|1220921;2026-06-30\|7.97\|-4.09\|8.05\|8.24\|7.48\|1034605;2026-07-01\|7.17\|-10.04\|7.94\|7.99\|7.17\|1285583;2026-07-02\|6.45\|-10.04\|6.65\|6.81\|6.45\|1099151;2026-07-03\|5.99\|-7.13\|6.36\|6.45\|5.97\|914190;2026-07-06\|5.84\|-2.50\|6.02\|6.03\|5.75\|548885;2026-07-07\|5.71\|-2.23\|5.82\|5.96\|5.65\|381553;2026-07-08\|5.33\|-6.66\|5.65\|5.70\|5.32\|502425;2026-07-09\|5.36\|0.56\|5.31\|5.41\|5.06\|564162;2026-07-10\|5.20\|-2.99\|5.31\|5.43\|5.20\|457509;2026-07-13\|4.76\|-8.46\|5.15\|5.18\|4.76\|489057;2026-07-14\|4.97\|4.41\|4.73\|4.97\|4.70\|394718;2026-07-15\|4.87\|-2.01\|4.98\|5.03\|4.84\|302842;2026-07-16\|4.84\|-0.62\|4.85\|4.96\|4.81\|270045;2026-07-17\|4.68\|-3.31\|4.82\|4.88\|4.63\|313527
102899	年报及一季报密集披露	定增收购钨钽资产+磁选设备+江西国资公司原因： 1、据2026年2月12日公告，公司拟向特定对象发行股票募资18.82亿元，用于收购江西江钨硬质合金有限公司、赣州华茂钨材料有限公司、九江有色金属冶炼有限公司各100%股权，交易完成后将新增钨制品及钽铌制品业务，实现钨产业链及钽铌产业链资源整合。 2、据2026年2月12日公告，公司目前主营磁选装备，是国内立环脉动高梯度磁选技术方案解决供应商，交易完成后产品品类将大幅拓宽。 3、据2026年2月12日公告，公司控股股东江西钨业控股集团有限公司由江西省国资委实际控制。	公司一季度净利润同比扭亏为盈	2026-03-10\|19.20\|-6.20\|20.30\|21.00\|18.80\|1098598;2026-03-11\|18.42\|-4.06\|19.50\|19.96\|18.31\|988273;2026-03-12\|17.73\|-3.75\|18.47\|18.58\|17.49\|688538;2026-03-13\|15.96\|-9.98\|17.43\|17.50\|15.96\|926615;2026-03-16\|16.37\|2.57\|15.30\|16.55\|15.30\|841203;2026-03-17\|16.50\|0.79\|16.47\|17.20\|16.34\|743556;2026-03-18\|17.49\|6.00\|16.50\|17.80\|16.50\|800911;2026-03-19\|16.03\|-8.35\|17.01\|17.10\|15.90\|712588;2026-03-20\|15.51\|-3.24\|16.46\|16.75\|15.44\|667425;2026-03-23\|14.50\|-6.51\|15.28\|15.45\|14.36\|697194;2026-03-24\|15.17\|4.62\|14.99\|15.20\|14.33\|610663;2026-03-25\|15.18\|0.07\|15.55\|15.71\|15.02\|458366;2026-03-26\|14.73\|-2.96\|15.81\|16.35\|14.63\|657656;2026-03-27\|15.17\|2.99\|14.39\|15.57\|14.35\|620348;2026-03-30\|15.21\|0.26\|15.17\|15.28\|14.86\|422940;2026-03-31\|14.70\|-3.35\|15.13\|15.30\|14.60\|401995;2026-04-01\|14.76\|0.41\|15.06\|15.16\|14.66\|327867;2026-04-02\|14.23\|-3.59\|14.57\|14.85\|14.11\|322127;2026-04-03\|13.75\|-3.37\|14.27\|14.32\|13.71\|334908;2026-04-07\|14.10\|2.55\|14.02\|14.46\|13.80\|323585;2026-04-08\|14.90\|5.67\|14.56\|14.92\|14.35\|442958;2026-04-09\|14.75\|-1.01\|14.58\|15.00\|14.39\|356593;2026-04-10\|14.58\|-1.15\|14.90\|15.08\|14.58\|291732;2026-04-13\|14.45\|-0.89\|14.40\|14.69\|14.34\|291316;2026-04-14\|14.57\|0.83\|14.66\|14.85\|14.45\|277775;2026-04-15\|14.13\|-3.02\|14.60\|14.85\|14.09\|329387;2026-04-16\|14.88\|5.31\|14.09\|15.30\|14.01\|613856;2026-04-17\|15.15\|1.81\|14.88\|15.37\|14.70\|624614;2026-04-20\|15.01\|-0.92\|14.95\|15.29\|14.87\|494679;2026-04-21\|14.99\|-0.13\|15.00\|15.36\|14.54\|471124;2026-04-22\|15.24\|1.67\|14.94\|15.48\|14.60\|531188;2026-04-23\|14.63\|-4.00\|15.16\|15.27\|14.42\|531479;2026-04-24\|14.02\|-4.17\|14.50\|14.60\|13.78\|486615;2026-04-27\|13.30\|-5.14\|13.95\|13.99\|13.01\|549174;2026-04-28\|13.20\|-0.75\|13.23\|13.36\|12.84\|335020;2026-04-29\|14.52\|10.00\|13.22\|14.52\|13.03\|489472;2026-04-30\|14.35\|-1.17\|14.70\|14.73\|14.31\|615510;2026-05-06\|14.62\|1.88\|14.23\|14.76\|14.10\|421350;2026-05-07\|15.02\|2.74\|14.61\|15.15\|14.48\|484193;2026-05-08\|15.36\|2.26\|14.95\|16.03\|14.78\|680319;2026-05-11\|15.19\|-1.11\|15.67\|15.68\|15.09\|424057;2026-05-12\|14.90\|-1.91\|15.23\|15.38\|14.73\|287359;2026-05-13\|15.09\|1.28\|14.87\|15.38\|14.78\|358361;2026-05-14\|14.27\|-5.43\|14.96\|15.00\|14.25\|351952;2026-05-15\|13.94\|-2.31\|14.20\|14.26\|13.80\|291094;2026-05-18\|13.96\|0.14\|13.70\|14.25\|13.70\|242659;2026-05-19\|13.74\|-1.58\|14.09\|14.09\|13.40\|226831;2026-05-20\|13.17\|-4.15\|13.65\|13.77\|12.96\|369640;2026-05-21\|12.77\|-3.04\|13.10\|13.63\|12.77\|350718;2026-05-22\|13.34\|4.46\|12.90\|13.50\|12.77\|272689;2026-05-25\|13.10\|-1.80\|13.34\|13.56\|13.07\|260927;2026-05-26\|13.95\|6.49\|13.00\|14.25\|12.84\|533182;2026-05-27\|13.68\|-1.94\|14.07\|15.12\|13.66\|718126;2026-05-28\|13.72\|0.29\|13.68\|14.05\|13.41\|359020;2026-05-29\|13.94\|1.60\|13.83\|14.49\|13.35\|512793;2026-06-01\|13.38\|-4.02\|13.93\|14.22\|13.35\|375032;2026-06-02\|13.69\|2.32\|13.26\|13.86\|12.81\|444889;2026-06-03\|14.07\|2.78\|13.54\|14.28\|13.45\|500374;2026-06-04\|13.92\|-1.07\|14.04\|14.08\|13.60\|356687;2026-06-05\|13.62\|-2.16\|13.93\|14.08\|13.46\|337026;2026-06-08\|13.50\|-0.88\|13.02\|14.18\|13.02\|441104;2026-06-09\|14.07\|4.22\|13.58\|14.10\|13.35\|473189;2026-06-10\|13.82\|-1.78\|14.02\|14.40\|13.60\|390327;2026-06-11\|14.26\|3.18\|13.90\|14.59\|13.72\|696239;2026-06-12\|14.72\|3.23\|14.20\|15.44\|14.05\|947864;2026-06-15\|15.17\|3.06\|15.45\|15.59\|14.84\|796554;2026-06-16\|16.69\|10.02\|15.01\|16.69\|14.94\|665711;2026-06-17\|18.36\|10.01\|17.11\|18.36\|16.51\|1457805;2026-06-18\|20.20\|10.02\|18.36\|20.20\|17.98\|1537512;2026-06-22\|22.22\|10.00\|21.98\|22.22\|21.98\|251224;2026-06-23\|24.44\|9.99\|24.44\|24.44\|23.60\|1780060;2026-06-24\|25.51\|4.38\|24.83\|26.87\|22.80\|2072916;2026-06-25\|25.68\|0.67\|25.63\|26.18\|24.42\|1183349;2026-06-26\|26.04\|1.40\|25.40\|27.15\|24.80\|1012856;2026-06-29\|27.50\|5.61\|26.49\|28.64\|26.48\|1164706;2026-06-30\|27.23\|-0.98\|28.13\|29.49\|26.62\|1208837;2026-07-01\|29.95\|9.99\|27.40\|29.95\|27.40\|416111;2026-07-02\|28.50\|-4.84\|29.48\|31.79\|28.50\|1414765;2026-07-03\|25.65\|-10.00\|27.88\|28.49\|25.65\|1431500;2026-07-06\|23.09\|-9.98\|25.00\|26.03\|23.09\|887985;2026-07-07\|20.78\|-10.00\|22.50\|22.61\|20.78\|957633;2026-07-08\|19.14\|-7.89\|20.88\|21.28\|19.01\|943170;2026-07-09\|19.86\|3.76\|19.41\|19.86\|18.45\|797398;2026-07-10\|18.84\|-5.14\|19.55\|20.54\|18.82\|726069;2026-07-13\|17.50\|-7.11\|18.80\|19.17\|17.28\|651902;2026-07-14\|18.26\|4.34\|17.85\|18.42\|17.39\|612914;2026-07-15\|17.57\|-3.78\|18.63\|19.06\|17.51\|652192;2026-07-16\|16.61\|-5.46\|17.47\|17.69\|16.49\|502730;2026-07-17\|15.67\|-5.66\|16.80\|17.04\|15.50\|670751
102898	年报及一季报密集披露	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试，中报净利润同比增长51.12%；一季度净利环比暴增27倍	2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655
102897	年报及一季报密集披露	稀土永磁+业绩高增+并购重组预期行业原因：据自然资源部4月29日消息，我国新一轮找矿突破战略行动取得一系列新突破，矿产资源家底进一步夯实，有力保障了国家能源资源安全。截至“十四五”末，我国稀土、钨、锡等14种矿产储量居世界第一位，煤炭、铁、锂等9种矿产储量居世界前四位。公司原因： 1、据2026年4月28日一季报，公司一季度营收8.21亿元、同比增长12.79%，归母净利润1.39亿元、同比增长90.80%，主因稀土产品价格上涨及销售策略优化。 2、据2026年4月28日公告，子公司广州建丰拟投资2.16亿元实施稀土深加工及新材料异地搬迁升级项目，提升绿色高端产能。 3、据证券日报网4月28日报道，中国稀土在接受调研者提问时表示，据了解，现阶段，公司实际控制人中国稀土集团正积极推进稀土产业中上游整合。目前，公司实际控制人的该承诺在正常履行当中。现阶段，公司正积极配合中国稀土集团开展解决同业竞争问题的相关工作，择机开展并购重组。后续，公司如有资产注入、并购等相关安排，且符合披露标准，公司将严格按照相关规定及时履行信息披露的义务。	六大稀土集团之一中国五矿的唯一稀土上市平台，一季报净利润同比上涨90.80%	2026-03-10\|57.45\|0.19\|57.65\|58.26\|56.78\|305506;2026-03-11\|54.90\|-4.44\|56.86\|57.19\|54.80\|463058;2026-03-12\|54.22\|-1.24\|54.70\|55.38\|53.09\|402424;2026-03-13\|53.02\|-2.21\|53.96\|54.63\|52.88\|257999;2026-03-16\|51.73\|-2.43\|53.32\|53.44\|51.00\|278362;2026-03-17\|50.39\|-2.59\|51.99\|52.26\|50.35\|239559;2026-03-18\|50.37\|-0.04\|50.75\|50.75\|49.40\|240336;2026-03-19\|47.87\|-4.96\|49.21\|49.46\|47.66\|327264;2026-03-20\|46.52\|-2.82\|47.87\|48.28\|46.49\|282251;2026-03-23\|46.05\|-1.01\|45.50\|47.55\|44.98\|388608;2026-03-24\|46.51\|1.00\|46.73\|47.00\|45.00\|321913;2026-03-25\|47.90\|2.99\|47.40\|48.16\|47.00\|394251;2026-03-26\|46.39\|-3.15\|47.50\|47.53\|46.21\|223782;2026-03-27\|48.30\|4.12\|45.66\|48.80\|45.58\|415989;2026-03-30\|47.96\|-0.70\|47.70\|48.56\|47.10\|250791;2026-03-31\|47.99\|0.06\|48.00\|48.71\|47.59\|242925;2026-04-01\|48.28\|0.60\|48.84\|48.86\|47.71\|239311;2026-04-02\|47.25\|-2.13\|48.18\|48.18\|46.85\|201177;2026-04-03\|47.00\|-0.53\|47.19\|47.72\|46.91\|155039;2026-04-07\|48.79\|3.81\|47.00\|49.05\|46.71\|358403;2026-04-08\|50.84\|4.20\|49.98\|50.85\|49.75\|398223;2026-04-09\|51.71\|1.71\|50.38\|52.75\|50.18\|388810;2026-04-10\|52.01\|0.58\|52.23\|52.86\|51.63\|314077;2026-04-13\|52.20\|0.37\|53.30\|53.30\|52.15\|331502;2026-04-14\|51.04\|-2.22\|52.74\|52.80\|50.40\|316220;2026-04-15\|50.64\|-0.78\|51.46\|52.24\|50.32\|248599;2026-04-16\|51.69\|2.07\|50.99\|51.98\|50.33\|250107;2026-04-17\|52.11\|0.81\|51.36\|52.75\|51.26\|227009;2026-04-20\|54.35\|4.30\|51.90\|54.45\|51.79\|427029;2026-04-21\|55.27\|1.69\|54.00\|56.80\|53.61\|425028;2026-04-22\|55.18\|-0.16\|54.83\|55.47\|53.98\|293240;2026-04-23\|51.11\|-7.38\|55.00\|55.11\|51.00\|556275;2026-04-24\|51.16\|0.10\|51.07\|51.41\|50.09\|291703;2026-04-27\|50.09\|-2.09\|50.85\|51.10\|50.00\|218891;2026-04-28\|49.12\|-1.94\|51.00\|51.14\|48.80\|219387;2026-04-29\|54.03\|10.00\|50.00\|54.03\|49.90\|596886;2026-04-30\|54.44\|0.76\|54.35\|55.20\|53.50\|571129;2026-05-06\|55.61\|2.15\|54.39\|55.79\|53.40\|533199;2026-05-07\|55.59\|-0.04\|55.40\|55.99\|54.87\|346466;2026-05-08\|55.25\|-0.61\|55.00\|55.36\|54.28\|321864;2026-05-11\|58.15\|5.25\|56.00\|58.63\|55.76\|634024;2026-05-12\|55.80\|-4.04\|58.14\|58.14\|55.25\|451211;2026-05-13\|56.87\|1.92\|55.65\|57.22\|55.51\|363848;2026-05-14\|54.25\|-4.61\|57.00\|57.00\|54.04\|354303;2026-05-15\|55.88\|3.00\|54.15\|59.00\|54.01\|634531;2026-05-18\|53.38\|-4.47\|54.50\|54.80\|53.00\|410602;2026-05-19\|51.61\|-3.32\|53.28\|53.37\|50.68\|333546;2026-05-20\|52.39\|1.51\|51.50\|53.30\|50.06\|403140;2026-05-21\|51.16\|-2.35\|52.15\|53.75\|50.99\|331559;2026-05-22\|51.51\|0.68\|51.18\|51.99\|50.70\|213551;2026-05-25\|51.42\|-0.17\|51.95\|53.00\|50.60\|263890;2026-05-26\|51.23\|-0.37\|50.99\|51.30\|49.67\|282622;2026-05-27\|49.33\|-3.71\|51.00\|51.65\|49.04\|262780;2026-05-28\|51.78\|4.97\|49.32\|51.99\|48.90\|362212;2026-05-29\|48.80\|-5.76\|51.13\|52.26\|48.80\|353201;2026-06-01\|48.85\|0.10\|48.80\|49.58\|48.13\|198099;2026-06-02\|49.93\|2.21\|48.80\|50.50\|47.43\|296254;2026-06-03\|52.97\|6.09\|49.80\|53.37\|49.20\|591565;2026-06-04\|53.64\|1.26\|52.48\|55.00\|51.63\|507326;2026-06-05\|54.32\|1.27\|53.00\|56.00\|52.51\|487647;2026-06-08\|51.73\|-4.77\|52.00\|54.97\|51.36\|483191;2026-06-09\|55.52\|7.33\|52.50\|55.98\|51.91\|661807;2026-06-10\|54.08\|-2.59\|54.80\|56.68\|53.70\|423152;2026-06-11\|53.79\|-0.54\|54.39\|54.96\|53.10\|337388;2026-06-12\|56.04\|4.18\|54.48\|59.17\|53.88\|876580;2026-06-15\|58.40\|4.21\|56.05\|58.87\|55.00\|826516;2026-06-16\|60.97\|4.40\|57.30\|62.96\|56.74\|1021918;2026-06-17\|59.09\|-3.08\|59.90\|61.68\|57.93\|714262;2026-06-18\|61.90\|4.76\|58.60\|63.40\|58.52\|780916;2026-06-22\|66.30\|7.11\|62.90\|66.88\|61.50\|1001077;2026-06-23\|59.67\|-10.00\|65.00\|65.00\|59.67\|784936;2026-06-24\|58.28\|-2.33\|59.16\|59.88\|56.80\|686646;2026-06-25\|57.64\|-1.10\|57.71\|59.01\|56.33\|524737;2026-06-26\|54.88\|-4.79\|57.50\|57.96\|54.70\|505796;2026-06-29\|54.32\|-1.02\|54.90\|55.80\|52.89\|403639;2026-06-30\|55.49\|2.15\|53.99\|55.60\|53.01\|369145;2026-07-01\|53.53\|-3.53\|55.00\|56.20\|53.20\|439389;2026-07-02\|53.20\|-0.62\|52.92\|55.43\|51.71\|475963;2026-07-03\|54.45\|2.41\|53.80\|56.32\|52.70\|562430;2026-07-06\|51.14\|-6.08\|54.45\|55.25\|51.00\|511669;2026-07-07\|50.74\|-0.78\|51.00\|52.00\|50.42\|277010;2026-07-08\|48.66\|-4.10\|50.50\|50.61\|48.66\|335802;2026-07-09\|48.29\|-0.76\|48.54\|49.15\|45.51\|476412;2026-07-10\|47.82\|-0.97\|48.07\|49.31\|47.33\|318115;2026-07-13\|44.98\|-5.94\|47.72\|47.72\|44.95\|309996;2026-07-14\|47.38\|5.34\|44.92\|47.40\|44.66\|356157;2026-07-15\|46.22\|-2.45\|47.75\|47.75\|45.80\|249554;2026-07-16\|45.54\|-1.47\|45.00\|46.27\|44.92\|172073;2026-07-17\|45.65\|0.24\|45.50\|46.20\|44.70\|273509
102896	年报及一季报密集披露	电踏车电机+力矩传感器+业绩大增+锂电池行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日公告，公司2026年一季度营收3.75亿元、同比增长24.52%，归母净利润4475.23万元、同比增长104.87%，2025年归母净利润1.03亿元、同比增长61.04%，主因海外终端市场去库尾声，订单及生产恢复正常。 2、据2026年4月29日年报，公司主营电踏车电机及配套电气系统，拥有中置电机、轮毂电机及控制器、传感器、电池等成套系统，是全球少数掌握力矩传感器核心技术的企业之一。 3、据2026年4月29日年报，公司锂离子电池组生产项目已建成投产，多款电池通过欧盟新规认证，实现锂离子电池组自主生产。	公司主要从事电踏车电机及配套电气系统，一季报净利润4475万，同比增长104.87	2026-03-10\|34.41\|4.30\|33.00\|34.84\|33.00\|60477;2026-03-11\|33.18\|-3.57\|34.70\|34.70\|32.98\|65982;2026-03-12\|34.27\|3.29\|33.12\|35.58\|33.12\|77996;2026-03-13\|33.14\|-3.30\|33.73\|33.98\|33.08\|45032;2026-03-16\|34.53\|4.19\|32.89\|35.12\|32.60\|67092;2026-03-17\|33.34\|-3.45\|34.68\|34.68\|33.25\|42073;2026-03-18\|36.67\|9.99\|33.51\|36.67\|33.44\|75463;2026-03-19\|35.56\|-3.03\|36.70\|37.09\|35.35\|107907;2026-03-20\|32.93\|-7.40\|35.95\|36.22\|32.80\|109622;2026-03-23\|30.73\|-6.68\|32.60\|32.79\|30.46\|71314;2026-03-24\|32.24\|4.91\|31.34\|32.33\|30.97\|63467;2026-03-25\|32.76\|1.61\|32.23\|33.20\|32.10\|47463;2026-03-26\|32.00\|-2.32\|32.76\|33.06\|31.83\|31020;2026-03-27\|32.82\|2.56\|31.58\|32.98\|31.50\|37622;2026-03-30\|34.18\|4.14\|32.34\|34.28\|32.30\|72823;2026-03-31\|33.15\|-3.01\|33.84\|34.15\|33.03\|49379;2026-04-01\|33.00\|-0.45\|33.72\|33.93\|32.90\|39507;2026-04-02\|32.11\|-2.70\|32.67\|33.29\|31.75\|33653;2026-04-03\|30.33\|-5.54\|32.13\|32.34\|30.30\|44334;2026-04-07\|30.60\|0.89\|30.32\|31.06\|30.32\|27761;2026-04-08\|31.75\|3.76\|31.30\|31.78\|31.06\|29086;2026-04-09\|31.66\|-0.28\|31.31\|31.92\|31.13\|30717;2026-04-10\|32.70\|3.28\|31.80\|32.98\|31.80\|35237;2026-04-13\|33.43\|2.23\|32.60\|33.75\|32.33\|37002;2026-04-14\|34.19\|2.27\|33.43\|34.19\|33.10\|37064;2026-04-15\|34.00\|-0.56\|34.36\|34.73\|33.90\|42415;2026-04-16\|34.42\|1.24\|33.95\|34.61\|33.84\|31261;2026-04-17\|34.86\|1.28\|34.18\|35.02\|34.18\|34179;2026-04-20\|38.35\|10.01\|34.93\|38.35\|34.86\|81660;2026-04-21\|36.89\|-3.81\|38.96\|38.98\|36.19\|115156;2026-04-22\|36.30\|-1.60\|36.71\|37.44\|35.95\|63738;2026-04-23\|35.33\|-2.67\|36.12\|36.12\|35.00\|47635;2026-04-24\|34.51\|-2.32\|34.98\|35.02\|34.00\|48360;2026-04-27\|35.11\|1.74\|34.51\|35.20\|34.42\|50650;2026-04-28\|33.41\|-4.84\|35.29\|35.29\|33.32\|45697;2026-04-29\|36.75\|10.00\|34.58\|36.75\|34.56\|85373;2026-04-30\|37.15\|1.09\|38.00\|39.39\|36.70\|135937;2026-05-06\|37.70\|1.48\|37.86\|38.87\|37.45\|72928;2026-05-07\|38.23\|1.41\|38.07\|38.87\|37.23\|67149;2026-05-08\|38.79\|1.46\|38.24\|39.20\|38.09\|64489;2026-05-11\|38.71\|-0.21\|38.96\|39.09\|38.28\|50010;2026-05-12\|40.08\|3.54\|38.70\|40.56\|37.70\|88882;2026-05-13\|39.39\|-1.72\|39.42\|40.46\|38.85\|71293;2026-05-14\|38.26\|-2.87\|39.15\|39.88\|38.20\|54948;2026-05-15\|39.35\|2.85\|38.23\|39.95\|37.92\|57229;2026-05-18\|38.38\|-2.47\|38.97\|39.48\|37.89\|51049;2026-05-19\|37.87\|-1.33\|38.16\|38.57\|37.27\|41697;2026-05-20\|37.63\|-0.63\|37.58\|37.71\|36.60\|41152;2026-05-21\|36.49\|-3.03\|37.63\|37.98\|36.18\|37562;2026-05-22\|36.60\|0.30\|36.50\|37.26\|36.24\|34833;2026-05-25\|36.05\|-1.50\|36.59\|37.22\|35.40\|36203;2026-05-26\|36.47\|1.17\|35.83\|37.44\|35.78\|58978;2026-05-27\|35.08\|-3.81\|36.05\|36.22\|34.83\|44548;2026-05-28\|35.12\|0.11\|35.10\|35.78\|34.36\|39858;2026-05-29\|35.50\|1.08\|34.90\|36.08\|34.88\|39462;2026-06-01\|34.59\|-2.56\|35.51\|35.59\|34.28\|35424;2026-06-02\|33.56\|-2.98\|34.75\|34.96\|33.00\|36962;2026-06-03\|33.65\|0.27\|33.61\|34.13\|33.24\|26263;2026-06-04\|33.15\|-1.49\|33.32\|33.90\|32.84\|21367;2026-06-05\|33.82\|2.02\|33.15\|34.39\|32.37\|33083;2026-06-08\|32.50\|-3.90\|32.85\|33.72\|32.00\|29055;2026-06-09\|32.53\|0.56\|32.60\|32.99\|32.18\|15375;2026-06-10\|31.84\|-2.12\|32.23\|32.50\|31.41\|19574;2026-06-11\|31.23\|-1.92\|31.39\|31.86\|30.76\|20770;2026-06-12\|31.37\|0.45\|31.66\|31.89\|31.25\|16619;2026-06-15\|32.08\|2.26\|31.51\|32.48\|31.50\|24456;2026-06-16\|32.76\|2.12\|32.49\|33.08\|32.22\|29288;2026-06-17\|32.45\|-0.95\|32.28\|33.30\|32.28\|23265;2026-06-18\|32.99\|1.66\|32.17\|33.06\|31.88\|27169;2026-06-22\|32.04\|-2.88\|32.80\|32.80\|30.20\|47370;2026-06-23\|31.89\|-0.47\|31.84\|32.59\|31.53\|21394;2026-06-24\|30.87\|-3.20\|32.05\|32.12\|30.77\|23539;2026-06-25\|29.83\|-3.37\|30.72\|31.02\|29.62\|30200;2026-06-26\|28.70\|-3.79\|29.62\|29.80\|28.50\|25384;2026-06-29\|28.09\|-2.13\|28.55\|28.63\|27.41\|31436;2026-06-30\|27.96\|-0.46\|28.10\|28.40\|27.53\|30908;2026-07-01\|28.45\|1.75\|28.49\|29.23\|27.76\|32875;2026-07-02\|28.30\|-0.53\|28.08\|29.18\|28.00\|26545;2026-07-03\|29.19\|3.14\|28.30\|29.67\|28.30\|32433;2026-07-06\|28.12\|-3.67\|29.59\|29.69\|28.08\|29558;2026-07-07\|27.21\|-3.24\|28.30\|28.39\|27.15\|26353;2026-07-08\|26.22\|-3.64\|27.13\|27.36\|26.10\|21941;2026-07-09\|25.76\|-1.75\|25.60\|26.97\|25.11\|27429;2026-07-10\|25.49\|-1.05\|25.83\|26.19\|25.48\|23398;2026-07-13\|24.04\|-5.69\|25.12\|25.45\|23.99\|27002;2026-07-14\|26.44\|9.98\|25.90\|26.44\|25.30\|11864;2026-07-15\|26.07\|-1.40\|27.76\|27.76\|25.89\|60756;2026-07-16\|26.94\|3.34\|26.32\|27.77\|26.32\|66701;2026-07-17\|25.48\|-5.42\|26.86\|27.29\|25.30\|48954
102895	年报及一季报密集披露	一季报扭亏+磷酸铁锂+补锂增强剂行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日一季报，公司一季度营收43.36亿元，同比增长116.43%，归母净利润2.65亿元，同比扭亏为盈。 2、据2026年4月29日年报，公司纳米磷酸铁锂出货量国内前二，第四代高压实密度产品已批量出货，第五代超高压密产品验证顺利，宁德时代等头部客户稳定合作。 3、据2026年4月29日年报及2025年业绩预告，补锂增强剂5000吨产能已建成，独家定点项目增加，已在半固态电池等领域实现订单交付。	纳米磷酸铁锂材料龙头企业；一季度净利润同比增长258.55%	2026-03-10\|42.63\|0.95\|42.75\|43.31\|42.38\|122209;2026-03-11\|44.05\|3.33\|42.64\|44.65\|42.38\|232610;2026-03-12\|44.93\|2.00\|43.92\|45.40\|43.18\|214951;2026-03-13\|46.32\|3.09\|44.90\|48.88\|44.88\|375161;2026-03-16\|46.20\|-0.26\|46.25\|47.28\|45.80\|231326;2026-03-17\|44.85\|-2.92\|45.86\|46.80\|44.69\|161211;2026-03-18\|44.61\|-0.54\|45.68\|45.68\|43.89\|126346;2026-03-19\|43.63\|-2.20\|44.01\|44.88\|43.13\|137193;2026-03-20\|44.83\|2.75\|43.69\|46.98\|43.51\|298839;2026-03-23\|44.55\|-0.62\|44.16\|46.50\|44.16\|248074;2026-03-24\|45.20\|1.46\|45.31\|45.42\|42.01\|227604;2026-03-25\|45.05\|-0.33\|44.94\|45.60\|44.13\|175628;2026-03-26\|45.23\|0.40\|44.83\|46.75\|44.25\|254056;2026-03-27\|47.54\|5.11\|44.32\|48.15\|44.31\|328878;2026-03-30\|46.37\|-2.46\|47.22\|48.00\|45.60\|269451;2026-03-31\|43.85\|-5.43\|45.81\|46.30\|43.78\|223541;2026-04-01\|43.88\|0.07\|44.49\|44.88\|43.21\|154222;2026-04-02\|41.73\|-4.90\|43.25\|43.99\|41.60\|167280;2026-04-03\|40.07\|-3.98\|41.70\|42.20\|40.02\|129837;2026-04-07\|40.97\|2.25\|40.20\|41.15\|40.12\|87206;2026-04-08\|43.15\|5.32\|41.88\|44.03\|41.44\|168231;2026-04-09\|42.45\|-1.62\|42.76\|43.49\|41.90\|113311;2026-04-10\|44.93\|5.84\|42.96\|46.40\|42.79\|314840;2026-04-13\|45.90\|2.16\|44.53\|46.16\|44.53\|184587;2026-04-14\|47.21\|2.85\|46.16\|47.28\|45.77\|202987;2026-04-15\|46.02\|-2.52\|47.55\|47.77\|45.85\|195685;2026-04-16\|47.92\|4.13\|46.89\|49.20\|46.42\|260720;2026-04-17\|47.91\|-0.02\|47.64\|49.50\|47.64\|198801;2026-04-20\|47.89\|-0.04\|47.70\|48.58\|47.21\|144537;2026-04-21\|48.66\|1.61\|48.00\|49.16\|46.80\|178906;2026-04-22\|49.64\|2.01\|48.30\|51.16\|48.30\|228949;2026-04-23\|49.86\|0.44\|49.45\|50.47\|48.16\|211515;2026-04-24\|50.41\|1.10\|49.76\|50.92\|49.03\|212310;2026-04-27\|52.34\|3.83\|50.46\|52.86\|50.23\|242704;2026-04-28\|53.10\|1.45\|53.09\|54.65\|52.32\|311483;2026-04-29\|63.72\|20.00\|54.62\|63.72\|53.55\|549056;2026-04-30\|71.95\|12.92\|69.94\|74.98\|69.94\|807797;2026-05-06\|80.15\|11.40\|72.34\|80.66\|71.47\|642552;2026-05-07\|80.75\|0.75\|80.63\|84.50\|78.21\|614512;2026-05-08\|78.96\|-2.22\|83.00\|88.30\|78.47\|481255;2026-05-11\|80.29\|1.68\|80.01\|82.67\|78.25\|412280;2026-05-12\|77.14\|-3.92\|80.00\|80.26\|75.72\|360858;2026-05-13\|78.60\|1.89\|77.52\|81.77\|76.51\|355075;2026-05-14\|75.00\|-4.58\|77.45\|78.98\|75.00\|314182;2026-05-15\|74.11\|-1.19\|75.02\|77.05\|73.10\|311689;2026-05-18\|72.58\|-2.06\|74.13\|74.76\|71.95\|210116;2026-05-19\|70.77\|-2.49\|72.60\|73.08\|69.90\|200378;2026-05-20\|73.80\|4.28\|70.40\|75.10\|69.00\|400618;2026-05-21\|74.00\|0.27\|72.60\|79.69\|72.00\|461196;2026-05-22\|73.78\|-0.30\|74.81\|75.34\|71.90\|295426;2026-05-25\|69.79\|-5.41\|73.20\|73.20\|69.10\|276046;2026-05-26\|67.95\|-2.64\|68.68\|69.56\|66.77\|244379;2026-05-27\|68.30\|0.52\|67.70\|71.27\|67.70\|232981;2026-05-28\|67.97\|-0.48\|68.80\|69.70\|65.90\|176349;2026-05-29\|66.11\|-2.74\|67.97\|69.00\|65.68\|185231;2026-06-01\|65.41\|-1.06\|66.17\|69.41\|65.36\|191035;2026-06-02\|65.19\|-0.34\|65.97\|66.22\|62.72\|177507;2026-06-03\|64.08\|-1.70\|64.36\|65.76\|63.28\|136872;2026-06-04\|61.82\|-3.53\|62.89\|63.40\|61.69\|163770;2026-06-05\|63.08\|2.04\|62.20\|64.39\|59.77\|226075;2026-06-08\|59.60\|-5.52\|61.96\|64.48\|58.51\|187902;2026-06-09\|61.44\|3.09\|60.80\|62.15\|57.88\|166430;2026-06-10\|60.25\|-1.94\|61.00\|62.03\|59.48\|130079;2026-06-11\|61.02\|1.28\|60.21\|63.19\|58.96\|247131;2026-06-12\|64.46\|5.64\|62.00\|66.52\|60.71\|370384;2026-06-15\|65.24\|1.21\|64.88\|65.60\|63.19\|323580;2026-06-16\|68.72\|5.33\|66.37\|69.38\|64.60\|429169;2026-06-17\|68.58\|-0.20\|67.56\|70.50\|67.08\|358484;2026-06-18\|68.22\|-0.52\|67.65\|69.68\|65.96\|364937;2026-06-22\|74.16\|8.71\|68.00\|74.50\|64.93\|469068;2026-06-23\|74.00\|-0.22\|72.50\|76.28\|72.10\|397475;2026-06-24\|73.92\|-0.11\|73.24\|74.48\|68.70\|353247;2026-06-25\|70.99\|-3.96\|72.40\|73.12\|70.00\|285325;2026-06-26\|63.72\|-10.24\|71.00\|71.33\|63.50\|346617;2026-06-29\|63.13\|-0.93\|63.48\|64.38\|61.06\|240087;2026-06-30\|66.50\|5.34\|63.00\|67.43\|62.37\|239875;2026-07-01\|70.09\|5.40\|66.90\|70.96\|64.01\|302159;2026-07-02\|67.06\|-4.32\|68.80\|70.02\|66.80\|201185;2026-07-03\|64.46\|-3.88\|67.88\|68.09\|64.20\|191222;2026-07-06\|62.09\|-3.68\|63.97\|66.82\|61.81\|186540;2026-07-07\|60.84\|-2.01\|62.22\|64.58\|60.28\|159283;2026-07-08\|54.83\|-9.88\|60.99\|61.00\|54.78\|233250;2026-07-09\|54.06\|-1.40\|55.27\|55.38\|51.10\|235233;2026-07-10\|51.24\|-5.22\|53.97\|54.10\|51.24\|179304;2026-07-13\|48.23\|-5.87\|50.98\|51.23\|47.95\|166587;2026-07-14\|49.30\|2.22\|48.61\|49.38\|46.50\|154173;2026-07-15\|47.98\|-2.68\|49.50\|50.23\|47.76\|141608;2026-07-16\|45.67\|-4.81\|47.26\|47.58\|45.33\|154481;2026-07-17\|43.45\|-4.86\|45.77\|46.53\|43.03\|159893
102894	年报及一季报密集披露	钨全产业链+定增过会+光伏钨丝行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年6月18日公告，公司向特定对象发行股票申请已获深交所上市审核中心审核通过，募集资金拟投向“年产300亿米光伏用超细钨合金丝生产项目”等。 2、据2026年4月23日投资者关系管理信息，公司是国内钨行业具备完整产业链的企业之一，业务涵盖钨精矿采选、仲钨酸铵冶炼至硬质合金、钨丝等全系列钨产品生产，系商务部批准的“钨品国营贸易出口资格企业”之一。 3、据2026年6月23日互动易，公司澄清尚未涉及高纯度芯片级六氟化钨的具体技术研发，专注钨制品主业。	公司是国内钨行业具备完整产业链的企业之一，一季度净利润同比增长2917.13%	2026-03-10\|41.39\|0.00\|41.52\|42.39\|39.55\|406811;2026-03-11\|39.20\|-5.29\|41.30\|43.25\|38.80\|529336;2026-03-12\|37.40\|-4.59\|39.05\|39.38\|37.00\|463940;2026-03-13\|34.43\|-7.94\|36.47\|36.90\|34.07\|522020;2026-03-16\|33.73\|-2.03\|34.42\|35.10\|32.50\|408709;2026-03-17\|33.79\|0.18\|33.98\|35.51\|33.69\|434445;2026-03-18\|34.27\|1.42\|34.09\|34.69\|33.61\|286255;2026-03-19\|32.39\|-5.49\|33.31\|33.49\|32.20\|288778;2026-03-20\|31.70\|-2.13\|33.37\|33.46\|31.60\|227230;2026-03-23\|30.24\|-4.61\|31.13\|31.96\|29.94\|277850;2026-03-24\|31.43\|3.94\|31.00\|31.49\|29.90\|248008;2026-03-25\|31.03\|-1.27\|31.99\|32.30\|30.52\|315607;2026-03-26\|30.12\|-2.93\|31.35\|31.51\|29.51\|245170;2026-03-27\|33.13\|9.99\|29.79\|33.13\|29.79\|360183;2026-03-30\|33.80\|2.02\|33.14\|33.96\|32.05\|603223;2026-03-31\|32.75\|-3.11\|33.80\|34.08\|32.26\|359059;2026-04-01\|32.20\|-1.68\|32.10\|32.96\|31.18\|366990;2026-04-02\|31.00\|-3.73\|32.11\|32.18\|30.34\|325129;2026-04-03\|30.25\|-2.42\|30.99\|31.30\|30.14\|207325;2026-04-07\|32.30\|6.78\|30.33\|33.28\|30.30\|458381;2026-04-08\|33.85\|4.80\|33.50\|33.94\|32.88\|448187;2026-04-09\|33.60\|-0.74\|33.06\|34.33\|32.76\|333894;2026-04-10\|32.87\|-2.17\|34.00\|34.08\|32.51\|286225;2026-04-13\|32.89\|0.06\|32.73\|33.33\|31.90\|254186;2026-04-14\|33.35\|1.40\|33.55\|34.32\|32.92\|381462;2026-04-15\|31.68\|-5.01\|34.00\|34.10\|31.58\|380167;2026-04-16\|33.85\|6.85\|31.89\|34.85\|30.98\|705637;2026-04-17\|33.64\|-0.62\|33.86\|35.49\|33.20\|664757;2026-04-20\|34.45\|2.41\|33.45\|35.00\|33.34\|496022;2026-04-21\|33.37\|-3.13\|34.11\|34.29\|33.08\|331321;2026-04-22\|34.82\|4.35\|32.92\|36.30\|32.59\|580601;2026-04-23\|32.31\|-7.21\|34.91\|35.00\|32.01\|520586;2026-04-24\|31.95\|-1.11\|31.97\|32.51\|31.10\|264676;2026-04-27\|30.36\|-4.98\|31.21\|31.21\|29.68\|311903;2026-04-28\|31.81\|4.78\|30.77\|32.00\|29.90\|370175;2026-04-29\|34.99\|10.00\|32.91\|34.99\|32.32\|569299;2026-04-30\|38.49\|10.00\|36.51\|38.49\|36.51\|879613;2026-05-06\|39.37\|2.29\|39.03\|39.65\|37.75\|943544;2026-05-07\|39.13\|-0.61\|39.50\|40.20\|38.70\|608102;2026-05-08\|37.55\|-4.04\|38.43\|38.91\|37.35\|478295;2026-05-11\|37.72\|0.45\|37.60\|37.76\|36.84\|406271;2026-05-12\|36.28\|-3.82\|38.00\|38.04\|35.84\|357719;2026-05-13\|39.91\|10.01\|36.02\|39.91\|36.01\|392946;2026-05-14\|38.14\|-4.43\|40.45\|41.38\|38.05\|583157;2026-05-15\|36.43\|-4.48\|38.26\|38.42\|36.03\|339982;2026-05-18\|35.69\|-2.03\|36.00\|37.06\|35.50\|305900;2026-05-19\|33.30\|-6.70\|36.00\|36.16\|32.57\|421550;2026-05-20\|32.83\|-1.41\|32.70\|33.47\|31.63\|339649;2026-05-21\|32.00\|-2.53\|33.14\|34.47\|31.84\|420144;2026-05-22\|33.66\|5.19\|32.33\|34.08\|32.32\|388563;2026-05-25\|32.85\|-2.41\|33.88\|34.21\|32.51\|327952;2026-05-26\|33.59\|2.25\|32.28\|33.95\|31.41\|392806;2026-05-27\|32.05\|-4.58\|33.50\|33.99\|31.71\|312546;2026-05-28\|32.76\|2.22\|31.70\|33.10\|31.41\|285555;2026-05-29\|32.36\|-1.22\|33.09\|33.78\|31.20\|378974;2026-06-01\|32.10\|-0.80\|32.00\|33.86\|31.88\|282355;2026-06-02\|32.41\|0.97\|31.80\|32.68\|30.50\|344983;2026-06-03\|33.99\|4.88\|32.05\|34.93\|31.72\|542674;2026-06-04\|34.55\|1.65\|33.62\|34.77\|32.70\|419498;2026-06-05\|32.94\|-4.66\|34.02\|35.08\|32.81\|365733;2026-06-08\|33.08\|0.42\|31.54\|35.08\|31.09\|367497;2026-06-09\|34.26\|3.57\|33.29\|34.35\|31.92\|373005;2026-06-10\|35.76\|4.38\|33.34\|36.29\|33.05\|573820;2026-06-11\|39.34\|10.01\|36.68\|39.34\|36.15\|418450;2026-06-12\|39.69\|0.89\|41.59\|43.27\|38.01\|1185094;2026-06-15\|43.42\|9.40\|41.67\|43.65\|39.92\|998649;2026-06-16\|46.35\|7.09\|41.50\|47.38\|41.50\|843684;2026-06-17\|43.38\|-6.41\|45.00\|45.49\|42.70\|724011;2026-06-18\|47.72\|10.00\|41.80\|47.72\|40.88\|876460;2026-06-22\|52.49\|10.00\|48.69\|52.49\|48.69\|763367;2026-06-23\|48.38\|-7.83\|51.91\|52.32\|47.24\|708832;2026-06-24\|46.74\|-3.39\|47.22\|48.80\|45.00\|538778;2026-06-25\|51.41\|9.99\|46.70\|51.41\|45.85\|530625;2026-06-26\|52.16\|1.46\|52.23\|54.44\|50.94\|728418;2026-06-29\|49.44\|-5.21\|52.00\|52.96\|46.94\|552368;2026-06-30\|48.20\|-2.51\|48.50\|50.07\|47.10\|438128;2026-07-01\|45.61\|-5.37\|48.72\|49.69\|45.18\|567585;2026-07-02\|50.17\|10.00\|44.20\|50.17\|43.60\|581671;2026-07-03\|45.15\|-10.01\|50.06\|50.06\|45.15\|660982;2026-07-06\|40.64\|-9.99\|44.99\|45.30\|40.64\|460786;2026-07-07\|37.69\|-7.26\|39.35\|40.60\|37.52\|375568;2026-07-08\|36.08\|-4.27\|37.70\|38.68\|35.76\|267148;2026-07-09\|36.30\|0.61\|36.40\|37.22\|34.34\|316244;2026-07-10\|35.35\|-2.62\|36.06\|37.33\|35.29\|323419;2026-07-13\|37.17\|5.15\|37.50\|38.77\|36.73\|677420;2026-07-14\|38.23\|2.85\|36.92\|38.88\|36.13\|637352;2026-07-15\|35.96\|-5.94\|38.23\|38.56\|35.65\|440060;2026-07-16\|34.43\|-4.25\|34.81\|36.02\|34.02\|304878;2026-07-17\|32.04\|-6.94\|34.35\|34.65\|31.49\|317404
102893	年报及一季报密集披露	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	子公司长沙韶光研发高性能GPU芯片 SG6931，公司旗下超擎数智为DeepSeek提供光模块和交换机；一季度净利润同比增长213.64%	2026-03-10\|24.10\|-0.86\|24.32\|24.68\|23.66\|709026;2026-03-11\|23.98\|-0.50\|23.83\|24.25\|23.79\|455781;2026-03-12\|24.98\|4.17\|23.98\|25.68\|23.85\|856221;2026-03-13\|23.57\|-5.64\|24.30\|24.45\|23.46\|502334;2026-03-16\|23.41\|-0.68\|23.03\|23.68\|22.60\|281597;2026-03-17\|22.65\|-3.25\|23.63\|23.79\|22.60\|305105;2026-03-18\|24.12\|6.49\|22.80\|24.92\|22.48\|736370;2026-03-19\|24.00\|-0.50\|23.40\|24.66\|23.40\|593122;2026-03-20\|22.51\|-6.21\|24.09\|24.10\|22.51\|409149;2026-03-23\|21.19\|-5.86\|22.04\|22.50\|21.01\|332996;2026-03-24\|21.46\|1.27\|21.63\|21.66\|20.40\|328167;2026-03-25\|22.31\|3.96\|21.48\|22.76\|21.48\|339484;2026-03-26\|21.14\|-5.24\|22.28\|22.28\|20.91\|282435;2026-03-27\|21.36\|1.04\|20.60\|21.88\|20.53\|260682;2026-03-30\|21.45\|0.42\|21.12\|21.98\|20.20\|294750;2026-03-31\|21.04\|-1.91\|21.30\|21.96\|21.04\|212192;2026-04-01\|21.23\|0.90\|21.43\|21.68\|21.01\|233243;2026-04-02\|19.88\|-6.36\|21.06\|21.15\|19.82\|338681;2026-04-03\|19.29\|-2.97\|20.19\|20.40\|19.19\|225867;2026-04-07\|17.36\|-10.01\|17.36\|17.36\|17.36\|30051;2026-04-08\|15.62\|-10.02\|15.62\|15.62\|15.62\|198534;2026-04-09\|15.36\|-1.66\|15.63\|16.05\|15.04\|1077434;2026-04-10\|14.74\|-4.04\|15.02\|15.29\|14.60\|756510;2026-04-13\|15.09\|2.37\|14.54\|15.15\|14.53\|524237;2026-04-14\|14.85\|-1.59\|15.15\|15.31\|14.64\|479642;2026-04-15\|14.42\|-2.90\|14.85\|14.88\|14.41\|402563;2026-04-16\|15.00\|4.02\|14.41\|15.05\|14.31\|498680;2026-04-17\|14.93\|-0.47\|14.91\|14.99\|14.55\|345478;2026-04-20\|14.98\|0.33\|14.90\|15.13\|14.83\|278299;2026-04-21\|14.45\|-3.54\|14.98\|14.98\|14.40\|326814;2026-04-22\|14.51\|0.42\|14.38\|14.52\|13.88\|392698;2026-04-23\|14.65\|0.96\|14.51\|14.94\|14.43\|380979;2026-04-24\|14.56\|-0.61\|14.50\|14.88\|14.30\|353402;2026-04-27\|14.09\|-3.23\|14.42\|14.43\|13.18\|414243;2026-04-28\|14.02\|-0.50\|13.99\|14.17\|13.83\|267147;2026-04-29\|15.42\|9.99\|14.35\|15.42\|14.30\|756051;2026-04-30\|15.32\|-0.65\|16.00\|16.41\|15.30\|754696;2026-05-06\|16.85\|9.99\|15.65\|16.85\|15.65\|535028;2026-05-07\|18.54\|10.03\|17.69\|18.54\|17.50\|571038;2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587;2026-07-13\|13.09\|-8.01\|14.04\|14.10\|13.08\|415481;2026-07-14\|12.81\|-2.14\|12.98\|13.28\|12.47\|303926;2026-07-15\|12.88\|0.55\|12.81\|13.06\|12.53\|231936;2026-07-16\|13.04\|1.24\|12.61\|13.38\|12.60\|281473;2026-07-17\|12.40\|-4.91\|12.88\|13.25\|12.32\|300256
102892	年报及一季报密集披露	TAC膜+锂电隔膜+航天系行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日一季报，公司TAC膜一季度销量517.39万平米，收入5,576.87万元，TAC膜3#生产线已结项并处于工艺优化阶段，投产后高端膜材料产能将提升。 2、据2025年9月15日互动易，公司锂电池隔膜生产线正常运营，2025年上半年销量同比增长50%以上，铝塑膜年产能1,200万平米已完成验收。 3、据2025年年报及股东信息，公司最终控制人为国务院国资委，控股股东中国乐凯集团隶属中国航天科技集团，具备央企背景。	中国航天科技集团旗下，2025年公司占据航空遥感胶片市场65%份额，军工采购领域占比达41%，仍是国内航天感光材料的核心供应商，一季度业绩同比减亏	2026-03-10\|11.06\|10.05\|10.40\|11.06\|10.14\|636772;2026-03-11\|11.00\|-0.54\|10.73\|11.02\|10.63\|639456;2026-03-12\|11.22\|2.00\|10.89\|11.57\|10.73\|662614;2026-03-13\|10.63\|-5.26\|11.01\|11.26\|10.60\|455625;2026-03-16\|10.44\|-1.79\|10.74\|10.79\|10.22\|336471;2026-03-17\|10.55\|1.05\|10.50\|11.15\|10.25\|422795;2026-03-18\|10.56\|0.09\|10.58\|10.73\|10.20\|298680;2026-03-19\|10.32\|-2.27\|10.32\|10.51\|10.20\|208453;2026-03-20\|10.71\|3.78\|10.33\|10.74\|10.21\|354137;2026-03-23\|10.86\|1.40\|10.48\|11.25\|10.45\|511959;2026-03-24\|11.46\|5.52\|10.72\|11.60\|10.72\|620987;2026-03-25\|11.45\|-0.09\|11.13\|11.45\|10.88\|485189;2026-03-26\|10.38\|-9.35\|11.37\|12.59\|10.31\|672705;2026-03-27\|10.05\|-3.18\|9.82\|10.18\|9.34\|549722;2026-03-30\|11.06\|10.05\|9.50\|11.06\|9.30\|554483;2026-03-31\|11.12\|0.54\|11.60\|12.14\|11.07\|669857;2026-04-01\|10.92\|-1.80\|11.34\|11.39\|10.81\|386544;2026-04-02\|10.49\|-3.94\|10.90\|10.93\|10.42\|270135;2026-04-03\|9.44\|-10.01\|10.49\|10.56\|9.44\|353724;2026-04-07\|9.64\|2.12\|9.41\|9.73\|9.31\|236229;2026-04-08\|10.25\|6.33\|9.80\|10.44\|9.65\|322002;2026-04-09\|10.06\|-1.85\|10.15\|10.44\|9.92\|213272;2026-04-10\|9.85\|-2.09\|10.08\|10.15\|9.85\|158410;2026-04-13\|10.10\|2.54\|9.78\|10.14\|9.71\|152002;2026-04-14\|10.18\|0.79\|10.10\|10.20\|9.83\|164185;2026-04-15\|11.20\|10.02\|10.18\|11.20\|10.12\|250434;2026-04-16\|11.01\|-1.70\|11.09\|11.09\|10.76\|432492;2026-04-17\|11.13\|1.09\|11.01\|11.23\|10.90\|329716;2026-04-20\|11.19\|0.54\|11.20\|11.28\|11.02\|282775;2026-04-21\|11.25\|0.54\|11.20\|11.49\|11.02\|325671;2026-04-22\|11.02\|-2.04\|11.27\|11.27\|10.87\|249807;2026-04-23\|10.77\|-2.27\|11.11\|11.12\|10.68\|233062;2026-04-24\|10.43\|-3.16\|10.82\|10.82\|10.31\|187888;2026-04-27\|10.46\|0.29\|10.42\|10.55\|10.23\|138888;2026-04-28\|9.98\|-4.59\|10.40\|10.44\|9.91\|173080;2026-04-29\|10.98\|10.02\|10.12\|10.98\|10.05\|233928;2026-04-30\|11.43\|4.10\|10.98\|11.58\|10.90\|474131;2026-05-06\|11.46\|0.26\|11.38\|11.66\|11.35\|329402;2026-05-07\|11.59\|1.13\|11.52\|11.82\|11.46\|240610;2026-05-08\|11.82\|1.98\|11.56\|12.02\|11.47\|269918;2026-05-11\|12.17\|2.96\|11.94\|12.80\|11.70\|383909;2026-05-12\|11.84\|-2.71\|12.18\|12.41\|11.66\|294527;2026-05-13\|11.73\|-0.93\|11.83\|12.08\|11.60\|246405;2026-05-14\|11.56\|-1.45\|11.85\|12.06\|11.56\|183250;2026-05-15\|11.44\|-1.04\|11.59\|11.65\|11.12\|222341;2026-05-18\|11.16\|-2.45\|11.33\|11.47\|11.09\|147102;2026-05-19\|11.04\|-1.08\|11.29\|11.30\|10.91\|133449;2026-05-20\|11.09\|0.45\|10.96\|11.29\|10.80\|178322;2026-05-21\|10.70\|-3.52\|11.16\|11.88\|10.65\|290064;2026-05-22\|10.90\|1.87\|10.70\|11.14\|10.68\|180607;2026-05-25\|10.83\|-0.64\|10.91\|11.15\|10.72\|182939;2026-05-26\|10.35\|-4.43\|10.72\|10.73\|10.19\|171396;2026-05-27\|9.60\|-7.25\|10.40\|10.45\|9.54\|225096;2026-05-28\|9.72\|1.25\|9.65\|10.13\|9.41\|182359;2026-05-29\|9.15\|-5.86\|9.65\|9.72\|9.07\|177264;2026-06-01\|9.21\|0.66\|9.12\|9.32\|9.03\|113329;2026-06-02\|9.08\|-1.41\|9.23\|9.25\|8.78\|112930;2026-06-03\|9.14\|0.66\|9.20\|9.30\|8.96\|105645;2026-06-04\|8.97\|-1.86\|9.09\|9.17\|8.90\|87618;2026-06-05\|9.11\|1.56\|8.99\|9.23\|8.78\|111660;2026-06-08\|8.57\|-5.93\|8.78\|9.12\|8.43\|132498;2026-06-09\|8.70\|1.52\|8.65\|9.04\|8.56\|131095;2026-06-10\|8.80\|1.15\|8.62\|9.00\|8.55\|145955;2026-06-11\|8.95\|1.70\|8.72\|9.55\|8.55\|210281;2026-06-12\|9.09\|1.56\|8.90\|9.40\|8.90\|238204;2026-06-15\|9.36\|2.97\|9.09\|9.82\|8.99\|271678;2026-06-16\|9.16\|-2.14\|9.27\|9.36\|9.05\|177506;2026-06-17\|8.83\|-3.60\|9.13\|9.15\|8.71\|187095;2026-06-18\|8.75\|-0.91\|8.78\|8.98\|8.62\|115925;2026-06-22\|8.83\|0.91\|8.76\|8.86\|8.36\|135747;2026-06-23\|8.53\|-3.40\|8.81\|8.83\|8.47\|107672;2026-06-24\|8.22\|-3.63\|8.41\|8.57\|8.15\|121558;2026-06-25\|7.94\|-3.41\|8.40\|8.40\|7.88\|125655;2026-06-26\|7.82\|-1.51\|7.95\|8.07\|7.76\|101986;2026-06-29\|7.70\|-1.53\|7.80\|7.82\|7.45\|110068;2026-06-30\|7.99\|3.77\|7.65\|8.08\|7.57\|105873;2026-07-01\|8.02\|0.38\|7.98\|8.27\|7.90\|130387;2026-07-02\|8.09\|0.87\|8.03\|8.63\|7.93\|133236;2026-07-03\|8.00\|-1.11\|8.11\|8.33\|7.96\|109887;2026-07-06\|7.79\|-2.62\|7.99\|8.08\|7.75\|91751;2026-07-07\|7.60\|-2.44\|7.77\|8.00\|7.58\|72751;2026-07-08\|7.43\|-2.24\|7.60\|7.66\|7.38\|77579;2026-07-09\|7.52\|1.21\|7.40\|7.56\|7.28\|85014;2026-07-10\|7.68\|2.13\|7.55\|7.97\|7.40\|121251;2026-07-13\|7.15\|-6.90\|7.61\|7.68\|7.12\|105485;2026-07-14\|7.13\|-0.28\|7.10\|7.20\|6.92\|81918;2026-07-15\|7.09\|-0.56\|7.15\|7.31\|7.07\|81363;2026-07-16\|7.07\|-0.28\|7.00\|7.20\|6.96\|60254;2026-07-17\|6.80\|-3.82\|7.05\|7.17\|6.72\|105895
102891	年报及一季报密集披露	创新药+东北证券出售+长春国资行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月29日年报，公司在研国家中药一类新药连翘苷项目完成IIB期临床试验118例受试者入组；皮肤CT项目通过创新医疗器械认定并处于审评阶段。 2、据2026年4月29日公告，公司拟将持有的东北证券20.81%股份出售给长发集团，拟将持有的9%股份出售给长春市金控，该重大资产出售事项仍在推进中；据2026年6月6日公告，子公司公开挂牌转让江苏威凯尔医药科技股份有限公司500万股股份已成交，成交价款1.91亿元。 3、公司最终控制人为长春市人民政府国有资产监督管理委员会，属于国有企业。	实控人长春市国资委，东北水泥龙头，年报及一季报业绩同比减亏	2026-03-10\|1.73\|0.00\|1.74\|1.75\|1.73\|205178;2026-03-11\|1.73\|0.00\|1.73\|1.74\|1.71\|339416;2026-03-12\|1.73\|0.00\|1.73\|1.76\|1.72\|487985;2026-03-13\|1.72\|-0.58\|1.73\|1.76\|1.71\|467531;2026-03-16\|1.73\|0.58\|1.71\|1.74\|1.71\|423613;2026-03-17\|1.76\|1.73\|1.73\|1.82\|1.73\|793776;2026-03-18\|1.73\|-1.70\|1.75\|1.76\|1.72\|425399;2026-03-19\|1.70\|-1.73\|1.72\|1.74\|1.69\|463335;2026-03-20\|1.66\|-2.35\|1.70\|1.71\|1.66\|400494;2026-03-23\|1.56\|-6.02\|1.65\|1.66\|1.54\|510175;2026-03-24\|1.62\|3.85\|1.60\|1.62\|1.56\|422995;2026-03-25\|1.68\|3.70\|1.62\|1.69\|1.62\|446905;2026-03-26\|1.64\|-2.38\|1.68\|1.71\|1.64\|405230;2026-03-27\|1.67\|1.83\|1.64\|1.68\|1.62\|349091;2026-03-30\|1.67\|0.00\|1.66\|1.68\|1.62\|389101;2026-03-31\|1.65\|-1.20\|1.68\|1.70\|1.64\|370193;2026-04-01\|1.66\|0.61\|1.67\|1.68\|1.63\|343785;2026-04-02\|1.63\|-1.81\|1.66\|1.67\|1.61\|324244;2026-04-03\|1.57\|-3.68\|1.63\|1.64\|1.57\|284258;2026-04-07\|1.61\|2.55\|1.58\|1.61\|1.57\|306492;2026-04-08\|1.65\|2.48\|1.63\|1.65\|1.62\|369393;2026-04-09\|1.60\|-3.03\|1.64\|1.64\|1.59\|344682;2026-04-10\|1.59\|-0.62\|1.61\|1.63\|1.59\|296184;2026-04-13\|1.61\|1.26\|1.58\|1.62\|1.57\|290426;2026-04-14\|1.61\|0.00\|1.62\|1.63\|1.59\|351523;2026-04-15\|1.59\|-1.24\|1.62\|1.62\|1.58\|289105;2026-04-16\|1.59\|0.00\|1.58\|1.60\|1.58\|225523;2026-04-17\|1.57\|-1.26\|1.59\|1.60\|1.57\|220953;2026-04-20\|1.57\|0.00\|1.57\|1.58\|1.55\|300261;2026-04-21\|1.56\|-0.64\|1.57\|1.58\|1.55\|229886;2026-04-22\|1.48\|-5.13\|1.55\|1.55\|1.42\|929782;2026-04-23\|1.44\|-2.70\|1.46\|1.48\|1.43\|430857;2026-04-24\|1.44\|0.00\|1.44\|1.46\|1.42\|315516;2026-04-27\|1.48\|2.78\|1.44\|1.49\|1.30\|1226922;2026-04-28\|1.44\|-2.70\|1.45\|1.48\|1.41\|555147;2026-04-29\|1.58\|9.72\|1.51\|1.58\|1.51\|858043;2026-04-30\|1.56\|-1.27\|1.61\|1.64\|1.56\|1223171;2026-05-06\|1.61\|3.21\|1.58\|1.63\|1.58\|678493;2026-05-07\|1.61\|0.00\|1.62\|1.73\|1.60\|1121759;2026-05-08\|1.60\|-0.62\|1.61\|1.61\|1.56\|493720;2026-05-11\|1.62\|1.25\|1.60\|1.63\|1.57\|602750;2026-05-12\|1.60\|-1.23\|1.62\|1.64\|1.59\|460965;2026-05-13\|1.60\|0.00\|1.60\|1.62\|1.58\|503665;2026-05-14\|1.54\|-3.75\|1.60\|1.61\|1.54\|483274;2026-05-15\|1.53\|-0.65\|1.55\|1.55\|1.52\|298278;2026-05-18\|1.51\|-1.31\|1.52\|1.53\|1.48\|377684;2026-05-19\|1.52\|0.66\|1.51\|1.53\|1.49\|197974;2026-05-20\|1.46\|-3.95\|1.52\|1.52\|1.45\|342697;2026-05-21\|1.44\|-1.37\|1.47\|1.51\|1.43\|401162;2026-05-22\|1.49\|3.47\|1.45\|1.50\|1.43\|370155;2026-05-25\|1.53\|2.68\|1.49\|1.54\|1.46\|459974;2026-05-26\|1.49\|-2.61\|1.53\|1.53\|1.48\|352676;2026-05-27\|1.46\|-2.01\|1.49\|1.49\|1.44\|328428;2026-05-28\|1.48\|1.37\|1.45\|1.48\|1.44\|254594;2026-05-29\|1.50\|1.35\|1.48\|1.56\|1.47\|683494;2026-06-01\|1.54\|2.67\|1.50\|1.55\|1.48\|555705;2026-06-02\|1.55\|0.65\|1.54\|1.55\|1.50\|435093;2026-06-03\|1.54\|-0.65\|1.54\|1.56\|1.51\|549839;2026-06-04\|1.50\|-2.60\|1.53\|1.55\|1.49\|434003;2026-06-05\|1.65\|10.00\|1.50\|1.65\|1.50\|1614867;2026-06-08\|1.66\|0.61\|1.68\|1.76\|1.64\|1927042;2026-06-09\|1.61\|-3.01\|1.65\|1.67\|1.56\|1152641;2026-06-10\|1.77\|9.94\|1.59\|1.77\|1.56\|1807106;2026-06-11\|1.68\|-5.08\|1.80\|1.85\|1.66\|1959006;2026-06-12\|1.77\|5.36\|1.66\|1.85\|1.62\|1990279;2026-06-15\|1.69\|-4.52\|1.71\|1.76\|1.69\|1373134;2026-06-16\|1.68\|-0.59\|1.68\|1.72\|1.64\|915209;2026-06-17\|1.59\|-5.36\|1.65\|1.66\|1.59\|752236;2026-06-18\|1.52\|-4.40\|1.58\|1.59\|1.51\|663056;2026-06-22\|1.51\|-0.66\|1.51\|1.54\|1.45\|722560;2026-06-23\|1.66\|9.93\|1.50\|1.66\|1.48\|947534;2026-06-24\|1.61\|-3.01\|1.66\|1.75\|1.59\|1387762;2026-06-25\|1.59\|-1.24\|1.60\|1.63\|1.53\|843369;2026-06-26\|1.53\|-3.77\|1.60\|1.61\|1.53\|552898;2026-06-29\|1.54\|0.65\|1.52\|1.59\|1.51\|526481;2026-06-30\|1.51\|-1.95\|1.55\|1.55\|1.48\|532699;2026-07-01\|1.56\|3.31\|1.50\|1.58\|1.48\|577615;2026-07-02\|1.55\|-0.64\|1.56\|1.63\|1.54\|565773;2026-07-03\|1.55\|0.00\|1.56\|1.57\|1.52\|389039;2026-07-06\|1.51\|-2.58\|1.55\|1.56\|1.51\|380718;2026-07-07\|1.48\|-1.99\|1.52\|1.52\|1.47\|326314;2026-07-08\|1.46\|-1.35\|1.48\|1.49\|1.45\|269971;2026-07-09\|1.46\|0.00\|1.45\|1.48\|1.44\|355666;2026-07-10\|1.50\|2.74\|1.46\|1.51\|1.45\|406285;2026-07-13\|1.65\|10.00\|1.51\|1.65\|1.51\|1044182;2026-07-14\|1.67\|1.21\|1.75\|1.81\|1.64\|2084619;2026-07-15\|1.68\|0.60\|1.58\|1.71\|1.58\|1352488;2026-07-16\|1.69\|0.60\|1.68\|1.80\|1.67\|1315019;2026-07-17\|1.86\|10.06\|1.73\|1.86\|1.69\|3044229
102890	年报及一季报密集披露	稀土永磁+机器人概念+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年5月8日机构调研，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段；据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售。 2、据2025年年度报告，高性能钕铁硼永磁材料是工业机器人伺服电机的核心材料，公司高性能磁材产品在工业机器人电机等领域不断取得突破。 3、据2026年4月30日公告，公司2026年一季度实现营收25.12亿元，同比增长74.93%；归母净利润2.16亿元，同比增长595.21%。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域，25年净利润扭亏为盈	2026-03-10\|15.58\|2.50\|15.25\|15.59\|15.12\|192189;2026-03-11\|15.67\|0.58\|15.57\|15.95\|15.50\|217879;2026-03-12\|16.68\|6.45\|15.64\|17.24\|15.63\|637675;2026-03-13\|17.15\|2.82\|17.01\|17.49\|16.71\|570998;2026-03-16\|17.68\|3.09\|17.18\|17.78\|17.08\|440978;2026-03-17\|17.35\|-1.87\|17.87\|18.18\|17.35\|336307;2026-03-18\|17.24\|-0.63\|17.49\|17.70\|16.64\|294778;2026-03-19\|16.19\|-6.09\|17.37\|17.37\|16.05\|269482;2026-03-20\|15.61\|-3.58\|16.44\|16.44\|15.53\|240899;2026-03-23\|14.95\|-4.23\|15.10\|15.97\|14.76\|375067;2026-03-24\|16.45\|10.03\|15.30\|16.45\|14.75\|367077;2026-03-25\|17.22\|4.68\|16.80\|17.26\|16.39\|388260;2026-03-26\|16.56\|-3.83\|17.39\|17.39\|16.50\|250478;2026-03-27\|17.24\|4.11\|16.39\|17.46\|16.25\|307294;2026-03-30\|17.04\|-1.16\|17.03\|17.19\|16.65\|204331;2026-03-31\|16.75\|-1.70\|16.99\|17.12\|16.57\|192485;2026-04-01\|18.43\|10.03\|17.11\|18.43\|16.89\|313786;2026-04-02\|18.01\|-2.28\|18.59\|18.60\|17.43\|591783;2026-04-03\|17.70\|-1.72\|18.01\|18.13\|17.47\|304513;2026-04-07\|18.78\|6.10\|17.68\|19.20\|17.68\|520365;2026-04-08\|19.35\|3.04\|18.81\|19.68\|18.66\|715635;2026-04-09\|21.29\|10.03\|19.50\|21.29\|19.23\|443489;2026-04-10\|21.72\|2.02\|21.13\|22.29\|20.71\|815675;2026-04-13\|21.08\|-2.95\|21.96\|22.29\|20.85\|595238;2026-04-14\|20.85\|-1.09\|21.21\|21.30\|20.40\|481563;2026-04-15\|21.63\|3.74\|20.85\|22.50\|20.53\|629755;2026-04-16\|22.73\|5.09\|21.34\|23.00\|21.05\|632891;2026-04-17\|22.31\|-1.85\|22.43\|23.18\|22.00\|456135;2026-04-20\|22.88\|2.55\|22.39\|23.08\|21.99\|409702;2026-04-21\|22.93\|0.22\|22.68\|23.87\|22.39\|476540;2026-04-22\|23.13\|0.87\|23.35\|24.15\|22.40\|443598;2026-04-23\|21.96\|-5.06\|23.01\|23.50\|21.58\|648082;2026-04-24\|22.41\|2.05\|21.96\|23.00\|21.80\|337223;2026-04-27\|22.07\|-1.52\|22.30\|23.01\|21.81\|295580;2026-04-28\|21.30\|-3.49\|22.11\|22.20\|21.17\|224331;2026-04-29\|23.43\|10.00\|21.43\|23.43\|21.43\|247478;2026-04-30\|25.77\|9.99\|24.88\|25.77\|24.66\|457693;2026-05-06\|25.85\|0.31\|26.00\|26.80\|25.50\|767726;2026-05-07\|26.94\|4.22\|26.23\|27.01\|25.92\|543061;2026-05-08\|27.38\|1.63\|26.10\|27.58\|26.00\|438782;2026-05-11\|30.09\|9.90\|27.98\|30.12\|27.23\|645557;2026-05-12\|28.75\|-4.45\|29.60\|30.12\|27.95\|598117;2026-05-13\|29.09\|1.18\|28.11\|29.96\|28.11\|449503;2026-05-14\|28.46\|-2.17\|29.28\|29.61\|28.36\|355938;2026-05-15\|27.95\|-1.79\|28.86\|28.90\|27.48\|318539;2026-05-18\|27.45\|-1.79\|27.68\|28.15\|26.93\|301195;2026-05-19\|27.37\|-0.29\|27.23\|27.66\|26.00\|279503;2026-05-20\|30.11\|10.01\|27.09\|30.11\|27.01\|410236;2026-05-21\|28.43\|-5.58\|30.25\|30.53\|28.00\|469357;2026-05-22\|29.06\|2.22\|28.30\|29.78\|28.30\|329816;2026-05-25\|31.97\|10.01\|29.30\|31.97\|29.09\|448590;2026-05-26\|32.59\|1.94\|33.10\|33.50\|31.34\|530488;2026-05-27\|30.97\|-4.97\|32.60\|32.82\|30.71\|350475;2026-05-28\|31.30\|1.07\|30.98\|31.98\|30.98\|341727;2026-05-29\|29.47\|-5.85\|31.19\|31.19\|29.17\|347333;2026-06-01\|28.59\|-2.99\|29.41\|30.07\|28.29\|278020;2026-06-02\|30.15\|5.46\|28.60\|30.88\|27.79\|351154;2026-06-03\|32.82\|8.86\|30.61\|33.17\|30.31\|782234;2026-06-04\|36.10\|9.99\|32.00\|36.10\|31.35\|734849;2026-06-05\|31.17\|3.90\|30.59\|33.00\|30.59\|1351988;2026-06-08\|31.43\|0.83\|30.00\|33.63\|29.95\|1006890;2026-06-09\|32.80\|4.36\|32.23\|34.47\|32.10\|899431;2026-06-10\|31.70\|-3.35\|32.81\|33.22\|30.50\|622640;2026-06-11\|30.59\|-3.50\|31.70\|32.59\|29.58\|718747;2026-06-12\|29.33\|-4.12\|30.60\|31.62\|29.08\|750220;2026-06-15\|30.57\|4.23\|29.59\|30.91\|28.60\|669304;2026-06-16\|33.63\|10.01\|30.60\|33.63\|30.18\|449739;2026-06-17\|34.22\|1.75\|34.23\|34.85\|33.08\|919120;2026-06-18\|36.10\|5.49\|33.64\|36.61\|33.56\|732638;2026-06-22\|35.97\|-0.36\|36.00\|36.45\|34.38\|769044;2026-06-23\|32.37\|-10.01\|35.26\|35.45\|32.37\|614884;2026-06-24\|31.42\|-2.93\|31.99\|32.00\|30.40\|701418;2026-06-25\|30.75\|-2.13\|31.43\|32.31\|30.51\|608372;2026-06-26\|28.32\|-7.90\|30.73\|30.74\|27.71\|716223;2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.25\|-5.86\|22.00\|22.18\|20.00\|288389;2026-07-16\|19.25\|-4.94\|20.23\|20.54\|18.95\|325127;2026-07-17\|17.60\|-8.57\|19.35\|19.44\|17.40\|335314

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