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
114667	证监会批复同意长鑫科技首次公开发行股票注册	芯片电感+服务器电源+稀土永磁+业绩增长 1、据2026年4月16日投资者关系管理信息，公司已完成芯片电感高端市场、高端产品的重大突破，中标知名国际半导体客户新项目，多款电感产品已通过客户性能测试并收到小批量订单；据2025年年度报告，芯片电感元件是AI服务器电源产业链上游的核心零部件。 2、据2025年年度报告，公司是全球汽车与变频家电领域领先的磁性材料供应商，70%以上磁瓦产品面向汽车领域，已形成5万吨永磁铁氧体产能，构建“磁粉-磁芯-电感”垂直整合产业链。 3、据2026年4月27日公告，公司2026年一季度营收3.35亿元，同比增长30.43%；据2025年年度报告，2025年营收12.89亿元，同比增长10.18%，归母净利润1.68亿元，同比增长51.71%。	国内高性能永磁铁氧体湿压磁瓦主要生产企业之一；公司芯片电感二季度批量出货，已中标国际半导体客户新项目，产品用于AI服务器电源	2026-05-12\|122.99\|2.04\|120.01\|123.58\|118.00\|41621;2026-05-13\|122.58\|-0.18\|120.73\|123.00\|120.00\|34532;2026-05-14\|121.88\|-0.57\|121.88\|132.66\|121.51\|56468;2026-05-15\|114.70\|-5.89\|121.17\|122.99\|113.00\|80139;2026-05-18\|109.35\|-4.66\|112.35\|114.50\|108.93\|50368;2026-05-19\|113.27\|3.58\|109.91\|113.65\|107.48\|42326;2026-05-20\|117.76\|3.96\|113.20\|119.00\|111.50\|56950;2026-05-21\|121.15\|2.88\|118.00\|128.46\|117.11\|60236;2026-05-22\|141.83\|17.07\|123.58\|143.35\|123.09\|83022;2026-05-25\|170.20\|20.00\|145.38\|170.20\|144.67\|97870;2026-05-26\|163.29\|-4.06\|168.81\|179.61\|158.69\|96270;2026-05-27\|171.29\|4.90\|169.39\|175.00\|163.00\|73543;2026-05-28\|191.10\|11.57\|170.48\|193.00\|170.00\|77234;2026-05-29\|179.50\|-6.07\|187.67\|193.01\|177.86\|73285;2026-06-01\|170.80\|-4.85\|179.50\|188.54\|170.00\|79982;2026-06-02\|195.90\|14.70\|172.79\|197.00\|166.49\|87765;2026-06-03\|187.70\|-4.19\|195.00\|195.00\|184.33\|66816;2026-06-04\|187.49\|-0.11\|187.49\|191.10\|180.88\|46774;2026-06-05\|211.00\|12.54\|183.77\|218.00\|181.11\|100341;2026-06-08\|181.66\|-13.91\|197.84\|203.80\|181.03\|84621;2026-06-09\|208.77\|14.92\|190.90\|210.68\|182.00\|80464;2026-06-10\|195.70\|-6.26\|204.36\|210.50\|192.18\|52533;2026-06-11\|185.07\|-5.43\|191.59\|199.89\|183.00\|57258;2026-06-12\|177.40\|-4.14\|189.00\|190.61\|176.00\|68731;2026-06-15\|197.00\|11.05\|180.95\|197.98\|180.95\|52407;2026-06-16\|200.95\|2.01\|197.00\|203.86\|194.00\|48848;2026-06-17\|193.20\|-3.86\|200.12\|200.94\|188.73\|52057;2026-06-18\|208.08\|7.70\|192.28\|212.00\|191.00\|67969;2026-06-22\|195.26\|-6.16\|206.29\|210.90\|188.17\|85413;2026-06-23\|234.31\|20.00\|198.00\|234.31\|196.26\|119946;2026-06-24\|248.33\|5.98\|239.03\|249.99\|232.21\|87559;2026-06-25\|253.15\|1.94\|238.36\|259.80\|225.88\|102042;2026-06-26\|242.36\|-4.26\|248.87\|262.00\|240.49\|62860;2026-06-29\|222.08\|-8.37\|243.28\|256.80\|219.00\|84256;2026-06-30\|229.49\|3.34\|226.52\|233.00\|217.56\|48628;2026-07-01\|222.60\|-3.00\|226.49\|228.50\|209.20\|85573;2026-07-02\|202.01\|-9.25\|210.00\|215.80\|198.99\|59662;2026-07-03\|190.50\|-5.70\|199.20\|200.00\|188.28\|70282;2026-07-06\|177.00\|-7.09\|192.01\|194.20\|175.02\|54761;2026-07-07\|168.80\|-4.63\|176.01\|178.88\|165.00\|42273;2026-07-08\|174.45\|3.35\|172.18\|178.42\|162.69\|63772;2026-07-09\|178.76\|2.47\|176.48\|179.28\|161.48\|60038;2026-07-10\|169.55\|-5.15\|179.48\|179.99\|169.15\|49836;2026-07-13\|164.01\|-3.27\|168.00\|171.00\|158.75\|52887;2026-07-14\|175.84\|7.21\|166.41\|175.88\|162.88\|46578;2026-07-15\|164.40\|-6.51\|178.94\|180.58\|162.98\|40868;2026-07-16\|155.02\|-5.71\|162.59\|166.00\|154.00\|35466;2026-07-17\|137.99\|-10.99\|153.62\|155.67\|135.70\|55150;2026-07-20\|126.60\|-8.25\|144.85\|145.98\|123.18\|63242;2026-07-21\|143.45\|13.31\|128.88\|143.64\|114.00\|84266;2026-07-22\|135.86\|-5.29\|145.45\|146.68\|134.87\|48786;2026-07-23\|142.00\|4.52\|138.04\|150.68\|134.60\|51092;2026-07-24\|134.73\|-5.12\|137.62\|140.97\|132.30\|32178;2026-07-27\|142.00\|5.40\|136.27\|142.00\|131.51\|35500;2026-07-28\|128.55\|-9.47\|139.03\|141.48\|126.84\|39443;2026-07-29\|132.17\|2.82\|130.86\|133.50\|124.06\|43903;2026-07-30\|118.63\|-10.24\|132.16\|133.41\|116.00\|45770;2026-07-31\|124.15\|4.65\|129.54\|133.78\|124.08\|43673;2026-08-03\|118.93\|-4.20\|124.77\|126.00\|117.70\|33045;2026-08-04\|128.06\|7.68\|120.00\|129.36\|118.94\|38670;2026-08-05\|138.70\|8.31\|126.67\|140.83\|126.00\|49974;2026-08-06\|142.08\|2.44\|137.92\|146.65\|135.00\|48352;2026-08-07\|147.92\|4.11\|142.74\|150.97\|140.25\|53547;2026-08-10\|147.67\|-0.17\|149.01\|149.63\|142.60\|29779;2026-08-11\|152.09\|2.99\|147.66\|159.04\|145.35\|43993;2026-08-12\|152.95\|0.57\|150.09\|154.59\|150.09\|26014;2026-08-13\|155.00\|1.34\|154.41\|164.36\|154.00\|36281;2026-08-14\|166.80\|7.61\|155.54\|167.00\|155.54\|39689;2026-08-17\|166.88\|0.05\|167.34\|168.00\|162.00\|32213;2026-08-18\|171.69\|2.88\|166.87\|173.00\|165.50\|31170;2026-08-19\|151.47\|-11.78\|167.00\|167.00\|150.00\|44402;2026-08-20\|157.26\|3.82\|155.01\|162.75\|153.81\|31825;2026-08-21\|159.32\|1.31\|156.87\|160.87\|155.03\|18727;2026-08-24\|156.52\|-1.76\|160.08\|162.60\|150.05\|32631;2026-08-25\|152.26\|-2.72\|153.91\|155.23\|147.87\|28430;2026-08-26\|151.00\|-0.83\|153.80\|155.01\|148.50\|19161;2026-08-27\|161.35\|6.85\|152.83\|166.98\|152.00\|40118;2026-08-28\|159.43\|-1.19\|161.35\|168.00\|159.34\|30913;2026-08-31\|165.30\|3.68\|154.95\|166.79\|154.95\|26931;2026-09-01\|160.95\|-2.63\|165.65\|165.65\|159.45\|21357;2026-09-02\|160.37\|-0.36\|159.00\|161.48\|156.07\|14778;2026-09-03\|164.00\|2.26\|164.00\|166.37\|160.87\|30341;2026-09-04\|154.20\|-5.98\|166.01\|167.07\|151.88\|37759;2026-09-07\|173.50\|12.52\|160.00\|174.47\|158.48\|62473;2026-09-08\|172.45\|-0.61\|172.80\|178.55\|171.00\|34835;2026-09-09\|176.30\|2.23\|173.20\|179.88\|173.20\|32318;2026-09-10\|169.49\|-3.86\|175.88\|176.99\|169.26\|23983;2026-09-11\|168.69\|-0.47\|165.62\|171.00\|159.60\|27968;2026-09-14\|177.81\|5.41\|165.88\|177.88\|162.58\|41824;2026-09-15\|175.20\|-1.47\|176.61\|178.50\|170.30\|32878
114666	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：证监会批复同意长鑫科技首次公开发行股票注册，国产DRAM产业化加速提振上游配套需求；涨停缘由：公司封装级散热片已导入多家芯片设计及封测厂，长鑫量产将拉动高性能散热器件刚性采购；资金逻辑：资金沿存储芯片产业链向上游材料与设备延伸，鸿日达作为稀缺散热方案供应商获主题性配置；风险提示：散热片业务占比较小，客户验证周期长，当前订单尚未批量释放，业绩弹性存在滞后性	公司封装级散热片已与多家国内芯片设计公司及封装厂完成样品验证导入，并计划2025年新增4-7条产线	2026-05-12\|107.01\|-2.01\|110.37\|113.26\|104.52\|46814;2026-05-13\|117.44\|9.75\|107.68\|118.00\|106.19\|101947;2026-05-14\|123.41\|5.08\|115.46\|126.00\|115.46\|70543;2026-05-15\|120.46\|-2.39\|123.67\|123.67\|103.99\|63789;2026-05-18\|121.42\|0.80\|118.31\|124.78\|116.21\|38971;2026-05-19\|118.81\|-2.15\|121.14\|121.42\|114.20\|35037;2026-05-20\|117.98\|-0.70\|119.00\|120.66\|115.80\|29095;2026-05-21\|111.74\|-5.29\|120.33\|121.33\|110.71\|44346;2026-05-22\|112.69\|0.85\|112.00\|115.50\|109.09\|47240;2026-05-25\|121.39\|7.72\|114.03\|123.04\|109.57\|95759;2026-05-26\|115.10\|-5.18\|121.34\|128.00\|114.00\|87995;2026-05-27\|114.00\|-0.96\|113.25\|117.88\|110.00\|63393;2026-05-28\|117.15\|2.76\|113.96\|119.79\|111.41\|59936;2026-05-29\|115.51\|-1.40\|115.61\|119.37\|113.54\|55726;2026-06-01\|112.22\|-2.85\|115.15\|117.95\|111.00\|50637;2026-06-02\|107.01\|-4.64\|112.13\|112.79\|106.55\|53381;2026-06-03\|113.02\|5.62\|107.80\|114.41\|106.00\|55134;2026-06-04\|113.20\|0.16\|112.57\|114.30\|110.04\|27460;2026-06-05\|111.67\|-1.35\|113.21\|116.87\|110.63\|33515;2026-06-08\|107.00\|-4.18\|106.00\|112.50\|105.73\|32706;2026-06-09\|108.00\|0.93\|108.86\|108.96\|106.05\|25512;2026-06-10\|106.94\|-0.98\|106.50\|108.18\|103.39\|27397;2026-06-11\|105.08\|-1.74\|105.93\|107.88\|104.00\|26326;2026-06-12\|105.96\|0.84\|107.40\|110.25\|105.60\|32441;2026-06-15\|117.77\|11.15\|110.11\|117.98\|106.11\|51545;2026-06-16\|119.18\|1.20\|119.00\|121.77\|116.30\|40008;2026-06-17\|124.92\|4.82\|118.58\|127.18\|117.73\|60375;2026-06-18\|135.30\|8.31\|127.93\|137.11\|125.99\|50839;2026-06-22\|127.75\|-5.58\|135.30\|135.47\|123.04\|62118;2026-06-23\|125.18\|-2.01\|127.63\|132.00\|123.37\|33414;2026-06-24\|124.45\|-0.58\|124.00\|126.50\|120.72\|28706;2026-06-25\|123.39\|-0.85\|124.52\|129.99\|121.60\|36966;2026-06-26\|115.88\|-6.09\|123.96\|123.96\|115.11\|41064;2026-06-29\|105.59\|-8.88\|118.00\|120.70\|104.02\|66530;2026-06-30\|110.33\|4.49\|107.24\|111.18\|105.01\|38248;2026-07-01\|113.02\|2.44\|109.71\|116.58\|108.42\|45936;2026-07-02\|106.00\|-6.21\|110.66\|117.00\|105.05\|34784;2026-07-03\|106.01\|0.01\|106.60\|107.52\|103.25\|29345;2026-07-06\|99.80\|-5.86\|105.90\|109.20\|96.48\|41997;2026-07-07\|96.35\|-3.46\|98.49\|101.00\|94.36\|27718;2026-07-08\|98.59\|2.32\|96.94\|99.50\|92.16\|38030;2026-07-09\|109.38\|10.94\|101.45\|112.00\|94.18\|57544;2026-07-10\|103.00\|-5.83\|110.64\|111.88\|102.10\|39095;2026-07-13\|90.00\|-12.62\|104.00\|104.39\|86.57\|54525;2026-07-14\|94.31\|4.79\|90.21\|94.79\|88.80\|31008;2026-07-15\|89.00\|-5.63\|94.94\|97.00\|88.28\|27946;2026-07-16\|84.29\|-5.29\|88.33\|90.49\|82.75\|26961;2026-07-17\|77.38\|-8.20\|85.03\|85.17\|76.00\|34192;2026-07-20\|67.60\|-12.64\|79.55\|80.21\|64.00\|51116;2026-07-21\|74.04\|9.53\|69.50\|74.46\|58.90\|54173;2026-07-22\|73.93\|-0.15\|74.78\|77.90\|72.10\|37638;2026-07-23\|72.00\|-2.61\|73.84\|74.85\|69.60\|26961;2026-07-24\|70.98\|-1.42\|70.71\|72.29\|68.93\|24054;2026-07-27\|74.95\|5.59\|71.50\|75.95\|69.53\|36646;2026-07-28\|70.23\|-6.30\|74.36\|75.50\|70.23\|32288;2026-07-29\|68.37\|-2.65\|71.64\|72.14\|65.00\|29045;2026-07-30\|60.90\|-10.93\|67.78\|68.95\|60.13\|36409;2026-07-31\|65.64\|7.78\|63.54\|70.06\|62.90\|44755;2026-08-03\|62.66\|-4.54\|65.33\|65.51\|61.47\|33547;2026-08-04\|65.30\|4.21\|64.07\|66.83\|62.78\|35382;2026-08-05\|70.39\|7.79\|64.98\|71.00\|64.67\|32934;2026-08-06\|70.72\|0.47\|69.69\|72.28\|67.80\|24233;2026-08-07\|75.00\|6.05\|70.80\|75.51\|69.60\|37735;2026-08-10\|78.14\|4.19\|76.16\|78.90\|72.80\|45516;2026-08-11\|77.06\|-1.38\|78.43\|78.93\|74.84\|34982;2026-08-12\|79.62\|3.32\|77.45\|80.75\|76.50\|27838;2026-08-13\|79.43\|-0.24\|81.05\|82.55\|79.34\|21658;2026-08-14\|81.42\|2.51\|80.52\|82.25\|79.19\|16833;2026-08-17\|87.99\|8.07\|81.70\|87.99\|81.42\|24124;2026-08-18\|90.23\|2.55\|87.58\|91.00\|87.51\|26427;2026-08-19\|83.00\|-8.01\|88.50\|88.80\|80.00\|37679;2026-08-20\|87.68\|5.64\|84.11\|90.20\|82.50\|34449;2026-08-21\|87.78\|0.11\|87.50\|88.30\|83.88\|24124;2026-08-24\|90.99\|3.66\|88.55\|92.50\|86.38\|32340;2026-08-25\|87.12\|-4.25\|90.99\|90.99\|83.50\|40937;2026-08-26\|81.28\|-6.70\|86.40\|87.40\|81.00\|31520;2026-08-27\|90.79\|11.70\|81.79\|90.87\|80.11\|38773;2026-08-28\|86.70\|-4.50\|89.67\|90.00\|86.39\|24743;2026-08-31\|94.21\|8.66\|85.87\|94.75\|85.82\|39936;2026-09-01\|90.67\|-3.76\|94.21\|95.00\|90.00\|27918;2026-09-02\|88.14\|-2.79\|89.58\|91.18\|87.66\|19232;2026-09-03\|88.34\|0.23\|89.00\|89.50\|85.50\|25878;2026-09-04\|83.98\|-4.94\|88.51\|90.41\|82.54\|24197;2026-09-07\|86.73\|3.27\|83.36\|87.50\|83.36\|15824;2026-09-08\|83.55\|-3.67\|86.74\|86.74\|82.80\|19846;2026-09-09\|83.37\|-0.22\|83.55\|85.68\|81.77\|20389;2026-09-10\|86.91\|4.25\|84.00\|89.18\|82.37\|48326;2026-09-11\|85.19\|-1.98\|86.01\|86.99\|80.74\|30999;2026-09-14\|85.52\|0.39\|85.64\|86.44\|82.34\|16379;2026-09-15\|86.46\|1.10\|84.60\|88.50\|84.60\|19784
114665	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：华为昇腾/麒麟芯片放量叠加存储涨价，公司作为海思长期代理与存储分销商同步受益；涨停缘由：上半年存储涨价仍将持续，全资子公司鼎芯无限为海思重要代理渠道，同时代理三星、长鑫存储相关产品，渠道协同效应增强；资金逻辑：低估值+高弹性特征明显，4月8日涨停获散户与游资合力推动，成交额放大至近三月均值180%；风险提示：代理业务受原厂政策影响大，海思出货节奏存在不确定性，且公司应收账款周转压力需持续跟踪	公司代理销售华为海思、飞锃等上游芯片原厂的碳化硅器件	2026-05-12\|14.62\|-2.66\|14.92\|15.08\|14.47\|951318;2026-05-13\|14.97\|2.39\|14.36\|15.18\|14.31\|899187;2026-05-14\|14.56\|-2.74\|14.98\|15.30\|14.56\|847465;2026-05-15\|14.16\|-2.75\|14.57\|14.92\|13.98\|933028;2026-05-18\|14.69\|3.74\|14.40\|15.10\|14.36\|1000958;2026-05-19\|15.12\|2.93\|14.95\|15.14\|14.48\|1160624;2026-05-20\|15.35\|1.52\|15.20\|16.07\|15.11\|1350500;2026-05-21\|14.14\|-7.88\|15.53\|15.63\|14.13\|1405110;2026-05-22\|14.68\|3.82\|14.40\|14.76\|14.28\|828570;2026-05-25\|16.47\|12.19\|14.90\|16.95\|14.90\|1938181;2026-05-26\|15.76\|-4.31\|16.16\|16.21\|15.42\|1353990;2026-05-27\|15.06\|-4.44\|16.00\|16.17\|14.94\|1235281;2026-05-28\|17.14\|13.81\|15.11\|17.53\|15.11\|2004250;2026-05-29\|16.49\|-3.79\|17.32\|18.40\|16.23\|2344871;2026-06-01\|15.86\|-3.82\|16.20\|16.88\|15.79\|1535666;2026-06-02\|18.26\|15.13\|15.99\|19.03\|15.99\|2909914;2026-06-03\|17.83\|-2.35\|18.27\|18.73\|17.51\|2138374;2026-06-04\|18.14\|1.74\|17.65\|18.59\|17.61\|1680064;2026-06-05\|17.00\|-6.28\|17.61\|17.81\|16.88\|1683565;2026-06-08\|15.64\|-8.00\|15.79\|16.59\|15.45\|1372614;2026-06-09\|16.62\|6.27\|16.25\|17.14\|15.90\|1393275;2026-06-10\|15.57\|-6.32\|16.20\|16.26\|15.33\|1125834;2026-06-11\|14.97\|-3.85\|15.51\|15.68\|14.78\|1110947;2026-06-12\|14.21\|-5.08\|15.56\|15.97\|14.14\|1395306;2026-06-15\|15.80\|11.19\|14.62\|15.85\|14.62\|1563429;2026-06-16\|16.28\|3.04\|15.80\|16.78\|15.69\|1361301;2026-06-17\|16.91\|3.87\|15.81\|17.00\|15.81\|1265312;2026-06-18\|17.18\|1.60\|17.06\|17.44\|16.80\|1149199;2026-06-22\|17.05\|-0.76\|17.40\|17.48\|16.47\|1231123;2026-06-23\|17.07\|0.12\|16.85\|17.66\|16.57\|1069557;2026-06-24\|17.27\|1.17\|16.80\|17.41\|16.56\|1172206;2026-06-25\|18.17\|5.21\|17.55\|18.48\|17.18\|1900818;2026-06-26\|17.27\|-4.95\|17.76\|18.06\|17.03\|1233651;2026-06-29\|16.73\|-3.13\|17.35\|17.92\|16.09\|1234255;2026-06-30\|17.55\|4.90\|16.66\|17.60\|16.28\|1049785;2026-07-01\|16.85\|-3.99\|17.55\|18.10\|16.68\|1242635;2026-07-02\|16.31\|-3.20\|16.10\|17.33\|15.50\|1106905;2026-07-03\|15.73\|-3.56\|16.16\|16.44\|15.70\|867053;2026-07-06\|15.91\|1.14\|16.10\|16.49\|15.50\|836583;2026-07-07\|15.85\|-0.38\|15.92\|16.22\|15.50\|758600;2026-07-08\|15.05\|-5.05\|15.63\|16.00\|14.52\|970008;2026-07-09\|15.58\|3.52\|15.35\|15.62\|14.68\|829430;2026-07-10\|16.83\|8.02\|15.63\|18.30\|15.58\|2090276;2026-07-13\|14.69\|-12.72\|16.44\|16.89\|14.57\|1345758;2026-07-14\|14.75\|0.41\|14.88\|15.04\|13.76\|1069911;2026-07-15\|13.45\|-8.81\|15.01\|15.26\|13.34\|1091200;2026-07-16\|12.84\|-4.54\|13.09\|13.50\|12.68\|834499;2026-07-17\|11.52\|-10.28\|12.68\|12.78\|11.40\|927984;2026-07-20\|11.70\|1.56\|12.56\|12.68\|11.13\|1116605;2026-07-21\|12.45\|6.41\|11.70\|12.49\|10.75\|1304372;2026-07-22\|11.87\|-4.66\|12.21\|12.46\|11.85\|1011335;2026-07-23\|12.10\|1.94\|12.04\|12.27\|11.85\|684901;2026-07-24\|12.18\|0.66\|11.80\|12.39\|11.57\|863323;2026-07-27\|12.21\|0.25\|11.98\|12.22\|11.41\|781260;2026-07-28\|11.42\|-6.47\|11.76\|11.99\|11.28\|745137;2026-07-29\|11.58\|1.40\|11.38\|11.68\|10.99\|707680;2026-07-30\|11.10\|-4.15\|11.40\|11.56\|10.98\|614547;2026-07-31\|11.54\|3.96\|11.78\|11.97\|11.54\|835587;2026-08-03\|11.59\|0.43\|11.42\|11.64\|11.40\|422252;2026-08-04\|12.10\|4.40\|11.77\|12.19\|11.67\|633022;2026-08-05\|12.58\|3.97\|12.01\|12.68\|11.98\|823136;2026-08-06\|12.51\|-0.56\|12.30\|12.68\|12.21\|723330;2026-08-07\|12.80\|2.32\|12.49\|12.84\|12.28\|799247;2026-08-10\|12.78\|-0.16\|13.15\|13.24\|12.60\|868479;2026-08-11\|12.66\|-0.94\|12.58\|12.98\|12.48\|644085;2026-08-12\|12.72\|0.47\|12.69\|12.78\|12.55\|526013;2026-08-13\|12.41\|-2.44\|13.00\|13.09\|12.41\|695910;2026-08-14\|12.64\|1.85\|12.56\|12.70\|12.45\|493698;2026-08-17\|13.03\|3.09\|12.64\|13.03\|12.60\|657916;2026-08-18\|12.79\|-1.84\|13.02\|13.17\|12.59\|601412;2026-08-19\|11.86\|-7.27\|12.43\|12.48\|11.78\|680443;2026-08-20\|11.90\|0.34\|12.05\|12.13\|11.81\|360146;2026-08-21\|11.96\|0.50\|11.80\|12.05\|11.62\|327806;2026-08-24\|11.84\|-1.00\|12.19\|12.28\|11.54\|571510;2026-08-25\|11.87\|0.25\|11.72\|11.98\|11.37\|436440;2026-08-26\|11.79\|-0.67\|11.92\|11.95\|11.65\|317209;2026-08-27\|12.35\|4.75\|11.81\|12.37\|11.80\|612043;2026-08-28\|12.26\|-0.73\|12.36\|12.62\|12.26\|542983;2026-08-31\|12.43\|1.39\|12.03\|12.46\|11.97\|379126;2026-09-01\|12.29\|-1.13\|12.49\|12.57\|12.21\|373133;2026-09-02\|12.11\|-1.46\|12.14\|12.22\|11.95\|318931;2026-09-03\|12.02\|-0.74\|12.18\|12.22\|11.92\|322560;2026-09-04\|11.71\|-2.58\|12.10\|12.23\|11.65\|431695;2026-09-07\|11.97\|2.22\|11.85\|12.04\|11.80\|344183;2026-09-08\|11.90\|-0.58\|12.00\|12.12\|11.85\|357430;2026-09-09\|11.88\|-0.17\|11.96\|12.08\|11.81\|289366;2026-09-10\|11.80\|-0.67\|11.77\|11.97\|11.67\|242833;2026-09-11\|11.71\|-0.76\|11.67\|11.80\|11.37\|405493;2026-09-14\|11.89\|1.54\|11.61\|11.93\|11.47\|316781;2026-09-15\|11.83\|-0.50\|11.78\|11.98\|11.78\|244005
114664	证监会批复同意长鑫科技首次公开发行股票注册	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998;2026-07-27\|420.90\|2.96\|404.80\|424.99\|390.00\|65162;2026-07-28\|378.00\|-10.19\|408.00\|429.00\|373.00\|69818;2026-07-29\|349.92\|-7.43\|378.40\|385.93\|330.00\|82829;2026-07-30\|299.90\|-14.29\|348.23\|349.89\|297.57\|86643;2026-07-31\|325.23\|8.45\|346.80\|359.88\|325.00\|87900;2026-08-03\|303.53\|-6.67\|322.00\|332.99\|300.03\|57183;2026-08-04\|340.00\|12.02\|310.00\|345.00\|305.99\|62001;2026-08-05\|361.00\|6.18\|338.14\|369.63\|333.00\|80386;2026-08-06\|392.62\|8.76\|353.78\|397.99\|350.02\|74233;2026-08-07\|426.99\|8.75\|394.33\|439.00\|394.33\|79813;2026-08-10\|430.30\|0.78\|431.03\|437.00\|418.00\|58464;2026-08-11\|415.00\|-3.56\|421.02\|434.66\|414.00\|40635;2026-08-12\|425.50\|2.53\|418.32\|427.25\|409.13\|40800;2026-08-13\|419.00\|-1.53\|430.00\|444.88\|415.00\|52465;2026-08-14\|419.00\|0.00\|420.65\|429.87\|412.00\|35764;2026-08-17\|448.79\|7.11\|419.98\|448.95\|415.02\|48577;2026-08-18\|471.20\|4.99\|450.00\|475.60\|444.30\|60381;2026-08-19\|434.00\|-7.89\|448.00\|466.99\|429.00\|66667;2026-08-20\|433.00\|-0.23\|445.00\|466.66\|421.98\|65947;2026-08-21\|429.58\|-0.79\|428.43\|455.60\|419.04\|47080;2026-08-24\|426.15\|-0.80\|432.00\|439.82\|406.00\|54535;2026-08-25\|415.00\|-2.62\|416.11\|420.00\|396.80\|51520;2026-08-26\|430.60\|3.76\|427.82\|433.00\|406.58\|50344;2026-08-27\|438.60\|1.86\|423.00\|444.44\|412.32\|81809;2026-08-28\|418.80\|-4.51\|434.86\|442.50\|417.15\|44040;2026-08-31\|418.80\|0.00\|402.39\|419.87\|401.18\|37274;2026-09-01\|404.00\|-3.53\|419.00\|421.79\|400.00\|31459;2026-09-02\|389.41\|-3.61\|398.00\|401.88\|389.00\|36734;2026-09-03\|390.00\|0.15\|397.19\|401.58\|379.24\|36109;2026-09-04\|370.80\|-4.92\|396.01\|401.90\|366.58\|46300;2026-09-07\|410.05\|10.59\|377.46\|412.87\|377.00\|52516;2026-09-08\|405.00\|-1.23\|410.00\|419.59\|401.00\|35785;2026-09-09\|410.78\|1.43\|416.00\|424.68\|405.95\|31968;2026-09-10\|409.30\|-0.36\|407.26\|419.99\|403.30\|25510;2026-09-11\|402.30\|-1.71\|401.32\|405.76\|383.38\|34663;2026-09-14\|401.70\|-0.15\|394.26\|408.07\|388.50\|28578;2026-09-15\|412.77\|2.76\|401.96\|422.90\|401.96\|33268
114663	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批标志国产存储产业化进入新阶段，功率半导体作为关键配套环节同步受益；涨停缘由：公司功率器件广泛应用于电源管理、新能源发电及储能系统，下游客户与存储产业链存在重叠协同；资金逻辑：资金借势芯片主线扩散至功率半导体细分领域，捷捷微电技术积累深厚且产能持续释放，具备估值修复基础；风险提示：功率半导体行业竞争加剧，价格承压，短期业绩增长依赖新能源与工控复苏节奏	公司主营功率半导体芯片和器件	2026-05-12\|31.30\|1.69\|30.65\|31.48\|30.13\|373068;2026-05-13\|32.58\|4.09\|30.78\|32.73\|30.70\|445177;2026-05-14\|31.51\|-3.28\|32.96\|32.96\|31.50\|348132;2026-05-15\|30.97\|-1.71\|31.88\|32.41\|30.72\|394335;2026-05-18\|31.42\|1.45\|30.85\|31.76\|30.68\|273393;2026-05-19\|32.84\|4.52\|31.98\|32.96\|31.90\|422852;2026-05-20\|33.98\|3.47\|32.68\|35.96\|32.58\|603495;2026-05-21\|32.55\|-4.21\|34.20\|34.92\|32.36\|486110;2026-05-22\|33.65\|3.38\|32.56\|34.20\|32.23\|394319;2026-05-25\|36.73\|9.15\|33.98\|37.87\|33.71\|898647;2026-05-26\|35.25\|-4.03\|35.90\|36.30\|34.58\|533087;2026-05-27\|36.17\|2.61\|35.20\|38.38\|35.03\|723982;2026-05-28\|37.41\|3.43\|35.82\|37.60\|35.36\|607633;2026-05-29\|33.85\|-9.52\|37.20\|37.40\|33.36\|612179;2026-06-01\|33.44\|-1.21\|33.50\|34.00\|32.70\|352443;2026-06-02\|32.59\|-2.54\|33.00\|33.76\|32.50\|330953;2026-06-03\|33.07\|1.47\|32.95\|34.27\|32.75\|397543;2026-06-04\|32.43\|-1.94\|32.49\|33.80\|32.19\|279102;2026-06-05\|33.27\|2.59\|31.85\|34.16\|30.88\|461962;2026-06-08\|30.78\|-7.48\|31.39\|32.16\|30.15\|308744;2026-06-09\|32.94\|7.02\|31.25\|33.15\|30.60\|308848;2026-06-10\|31.36\|-4.80\|32.34\|32.82\|31.09\|217116;2026-06-11\|32.33\|3.09\|30.82\|34.16\|30.82\|330507;2026-06-12\|31.80\|-1.64\|33.03\|33.83\|31.62\|325917;2026-06-15\|35.38\|11.26\|32.32\|35.57\|31.74\|483301;2026-06-16\|36.01\|1.78\|35.39\|36.70\|35.00\|414420;2026-06-17\|36.87\|2.39\|35.30\|37.03\|35.16\|340980;2026-06-18\|37.49\|1.68\|36.50\|38.44\|36.22\|529079;2026-06-22\|38.41\|2.45\|37.90\|39.75\|37.65\|575748;2026-06-23\|42.25\|10.00\|37.90\|42.56\|37.81\|876941;2026-06-24\|42.38\|0.31\|41.95\|43.09\|40.03\|767994;2026-06-25\|41.53\|-2.01\|42.49\|42.49\|40.83\|483130;2026-06-26\|40.19\|-2.88\|40.97\|42.85\|39.97\|535046;2026-06-29\|42.06\|4.65\|41.19\|43.65\|39.58\|718151;2026-06-30\|44.99\|6.97\|42.71\|45.50\|41.10\|842816;2026-07-01\|41.91\|-6.85\|44.63\|45.57\|41.33\|771158;2026-07-02\|40.01\|-4.53\|40.51\|42.48\|39.02\|472759;2026-07-03\|38.50\|-3.77\|39.87\|40.76\|38.18\|350274;2026-07-06\|38.22\|-0.73\|38.88\|39.32\|36.67\|333913;2026-07-07\|38.32\|0.26\|38.00\|39.18\|37.13\|316032;2026-07-08\|39.05\|1.91\|38.90\|40.24\|36.20\|503329;2026-07-09\|39.98\|2.38\|39.39\|40.08\|37.89\|420998;2026-07-10\|37.15\|-7.08\|39.60\|40.85\|37.06\|545786;2026-07-13\|35.88\|-3.42\|36.82\|38.36\|35.60\|348375;2026-07-14\|34.70\|-3.29\|35.87\|35.99\|33.00\|339479;2026-07-15\|32.67\|-5.85\|34.99\|35.13\|32.45\|314450;2026-07-16\|30.07\|-7.96\|32.00\|32.68\|29.85\|320311;2026-07-17\|27.27\|-9.31\|29.99\|30.39\|27.00\|351443;2026-07-20\|24.78\|-9.13\|27.88\|28.20\|24.01\|395999;2026-07-21\|27.33\|10.29\|25.30\|27.34\|23.73\|440519;2026-07-22\|27.27\|-0.22\|27.25\|28.38\|26.86\|412649;2026-07-23\|26.50\|-2.82\|27.41\|27.55\|26.19\|251537;2026-07-24\|26.02\|-1.81\|26.30\|26.75\|25.90\|195185;2026-07-27\|26.21\|0.73\|25.79\|26.55\|25.35\|214175;2026-07-28\|24.63\|-6.03\|25.60\|26.11\|24.50\|210561;2026-07-29\|24.35\|-1.14\|24.62\|24.85\|23.46\|251171;2026-07-30\|22.57\|-7.31\|24.17\|24.26\|22.29\|324737;2026-07-31\|23.29\|3.19\|24.05\|24.41\|23.25\|290689;2026-08-03\|23.06\|-0.99\|23.39\|23.52\|22.93\|175558;2026-08-04\|24.40\|5.81\|23.30\|24.72\|23.13\|277370;2026-08-05\|25.35\|3.89\|24.20\|25.65\|24.15\|287861;2026-08-06\|25.58\|0.91\|24.89\|26.03\|24.80\|259463;2026-08-07\|26.41\|3.24\|25.54\|26.91\|25.14\|392757;2026-08-10\|26.62\|0.80\|27.16\|27.78\|26.07\|287560;2026-08-11\|26.65\|0.11\|26.37\|27.08\|26.10\|198434;2026-08-12\|26.98\|1.24\|26.52\|27.15\|26.44\|155909;2026-08-13\|26.69\|-1.07\|27.22\|28.62\|26.66\|244408;2026-08-14\|26.87\|0.67\|26.83\|27.29\|26.39\|172502;2026-08-17\|28.78\|7.11\|26.88\|28.85\|26.69\|330639;2026-08-18\|29.58\|2.78\|28.72\|30.08\|28.52\|313443;2026-08-19\|27.90\|-5.68\|28.88\|29.59\|27.70\|333365;2026-08-20\|29.43\|5.48\|29.44\|30.45\|28.56\|526413;2026-08-21\|29.62\|0.65\|29.59\|30.44\|29.14\|363342;2026-08-24\|29.82\|0.68\|29.47\|30.46\|29.13\|384078;2026-08-25\|29.60\|-0.74\|29.21\|30.20\|28.52\|284989;2026-08-26\|29.82\|0.74\|29.70\|30.43\|29.12\|257954;2026-08-27\|30.96\|3.82\|30.00\|31.00\|29.50\|322289;2026-08-28\|29.91\|-3.39\|30.77\|31.01\|29.90\|250270;2026-08-31\|29.98\|0.23\|29.30\|30.11\|29.21\|220972;2026-09-01\|29.80\|-0.60\|29.77\|30.24\|29.74\|196478;2026-09-02\|29.54\|-0.87\|29.57\|29.86\|29.16\|137704;2026-09-03\|29.54\|0.00\|29.71\|29.96\|29.09\|133375;2026-09-04\|28.70\|-2.84\|29.70\|30.08\|28.44\|154319;2026-09-07\|29.31\|2.13\|28.86\|29.83\|28.70\|175613;2026-09-08\|28.95\|-1.23\|29.20\|29.67\|28.88\|115657;2026-09-09\|28.83\|-0.41\|29.10\|29.40\|28.74\|105133;2026-09-10\|28.98\|0.52\|28.54\|29.18\|28.45\|106994;2026-09-11\|28.79\|-0.66\|28.58\|29.03\|28.05\|127914;2026-09-14\|28.87\|0.28\|28.50\|29.07\|28.21\|83651;2026-09-15\|29.38\|1.77\|28.60\|29.55\|28.50\|123830
114662	证监会批复同意长鑫科技首次公开发行股票注册	以太网交换芯片+边缘计算+大基金持股 1、据2025年半年报，公司的主营业务为以太网交换芯片及配套产品的研发、设计和销售。公司800G端口速率高端以太网交换芯片已在国内运营商及金融、政府等行业规模应用。公司积极组织参与新一代通信技术、边缘计算和下一代网络和数据中心的标准化工作。 2、据2025年半年报，公司一体化SDK可运行在ARM、X86、MIPS等多个CPU体系，并可运行在Linux、Vxworks等多个操作系统，避免客户CPU和操作系统平台迁移带来的额外工作量。 3、据2025年半年度报告，国家集成电路产业投资基金为公司第二大股东，持股约17.09%。 4、据2026年1月22日及23日公告，中信证券、广发证券先后获准自1月23日、26日起对盛科通信开展科创板做市交易，提升流动性。	国内领先的以太网交换芯片设计企业；公司面向数据中心的高端800G交换容量芯片产品已在2024年实现小批量交付，预计未来量产将进一步拓展数据中心和云服务市场	2026-05-12\|298.20\|-6.82\|311.00\|316.00\|287.14\|151729;2026-05-13\|302.72\|1.52\|294.90\|305.66\|289.00\|81060;2026-05-14\|291.99\|-3.54\|310.00\|314.80\|291.99\|79314;2026-05-15\|285.00\|-2.39\|291.80\|294.00\|278.51\|75480;2026-05-18\|285.53\|0.19\|278.48\|299.87\|270.33\|70967;2026-05-19\|316.00\|10.67\|289.00\|318.79\|283.01\|122462;2026-05-20\|312.95\|-0.97\|310.00\|328.80\|308.00\|99238;2026-05-21\|300.87\|-3.86\|318.00\|331.58\|299.00\|115958;2026-05-22\|305.23\|1.45\|305.28\|312.50\|295.99\|66630;2026-05-25\|317.10\|3.89\|308.00\|325.00\|290.00\|93720;2026-05-26\|295.00\|-6.97\|314.00\|314.00\|290.18\|87810;2026-05-27\|281.76\|-4.49\|296.96\|297.90\|278.61\|87167;2026-05-28\|303.81\|7.83\|285.00\|309.00\|282.01\|84071;2026-05-29\|281.52\|-7.34\|305.05\|305.29\|274.10\|93976;2026-06-01\|253.00\|-10.13\|284.46\|284.68\|253.00\|88772;2026-06-02\|265.52\|4.95\|260.00\|274.63\|252.82\|77583;2026-06-03\|277.90\|4.66\|285.00\|295.35\|273.78\|114922;2026-06-04\|274.94\|-1.07\|274.00\|281.00\|264.00\|67743;2026-06-05\|263.02\|-4.34\|267.00\|278.80\|262.01\|55855;2026-06-08\|252.00\|-4.19\|251.00\|265.99\|248.12\|55478;2026-06-09\|261.10\|3.61\|257.50\|262.80\|252.03\|53275;2026-06-10\|267.22\|2.34\|260.00\|284.00\|260.00\|91297;2026-06-11\|264.13\|-1.16\|267.18\|275.00\|259.70\|83699;2026-06-12\|252.95\|-4.23\|273.00\|274.20\|251.00\|78103;2026-06-15\|283.00\|11.88\|260.00\|284.03\|254.16\|94140;2026-06-16\|299.86\|5.96\|285.94\|316.98\|280.88\|103118;2026-06-17\|303.00\|1.05\|294.97\|306.00\|290.12\|71828;2026-06-18\|337.00\|11.22\|310.00\|339.99\|308.00\|136555;2026-06-22\|319.69\|-5.14\|330.00\|330.27\|307.10\|119729;2026-06-23\|308.03\|-3.65\|315.00\|317.77\|297.18\|78460;2026-06-24\|310.63\|0.84\|302.66\|322.00\|298.70\|83964;2026-06-25\|331.87\|6.84\|315.00\|335.00\|304.00\|107830;2026-06-26\|327.50\|-1.32\|321.00\|342.80\|310.00\|97100;2026-06-29\|350.11\|6.90\|327.00\|357.99\|316.01\|119338;2026-06-30\|389.99\|11.39\|349.00\|392.88\|338.00\|118353;2026-07-01\|380.52\|-2.43\|380.00\|396.96\|368.28\|93580;2026-07-02\|353.05\|-7.22\|360.00\|383.00\|346.00\|83946;2026-07-03\|323.64\|-8.33\|382.00\|388.88\|323.00\|112972;2026-07-06\|357.00\|10.31\|333.50\|374.99\|320.03\|131252;2026-07-07\|382.00\|7.00\|350.00\|405.00\|350.00\|125531;2026-07-08\|401.50\|5.10\|389.39\|421.66\|389.39\|122945;2026-07-09\|422.00\|5.11\|409.13\|427.07\|386.48\|117266;2026-07-10\|378.68\|-10.27\|417.00\|429.60\|378.68\|129171;2026-07-13\|393.00\|3.78\|380.00\|428.99\|380.00\|146558;2026-07-14\|376.61\|-4.17\|408.86\|415.00\|342.52\|153273;2026-07-15\|352.50\|-6.40\|375.55\|380.00\|344.32\|99184;2026-07-16\|373.50\|5.96\|359.70\|397.89\|355.50\|139752;2026-07-17\|312.00\|-16.47\|359.00\|369.84\|312.00\|141467;2026-07-20\|334.67\|7.27\|351.08\|365.96\|322.01\|174080;2026-07-21\|395.04\|18.04\|339.02\|398.28\|303.00\|159093;2026-07-22\|430.15\|8.89\|394.58\|458.88\|392.87\|187198;2026-07-23\|393.00\|-8.64\|435.38\|440.77\|388.00\|146477;2026-07-24\|390.78\|-0.56\|379.00\|412.25\|379.00\|103308;2026-07-27\|381.48\|-2.38\|387.73\|408.00\|361.24\|123440;2026-07-28\|361.00\|-5.37\|372.38\|389.59\|359.05\|105318;2026-07-29\|351.42\|-2.65\|363.00\|364.99\|318.13\|137570;2026-07-30\|303.99\|-13.50\|342.83\|347.42\|297.10\|134449;2026-07-31\|342.29\|12.60\|336.00\|360.75\|328.99\|115609;2026-08-03\|322.00\|-5.93\|339.05\|360.00\|310.51\|101813;2026-08-04\|338.00\|4.97\|323.22\|342.98\|318.10\|94821;2026-08-05\|350.44\|3.68\|347.70\|370.33\|342.30\|115998;2026-08-06\|390.02\|11.29\|339.37\|420.53\|338.28\|132643;2026-08-07\|402.00\|3.07\|385.00\|408.99\|372.01\|137396;2026-08-10\|403.96\|0.49\|401.00\|411.03\|387.37\|88314;2026-08-11\|393.60\|-2.56\|400.00\|417.06\|390.01\|76266;2026-08-12\|384.90\|-2.21\|393.72\|397.79\|377.97\|77866;2026-08-13\|401.00\|4.18\|394.00\|420.99\|384.84\|117124;2026-08-14\|398.60\|-0.60\|401.28\|408.50\|386.01\|74264;2026-08-17\|421.70\|5.80\|418.00\|426.30\|406.10\|99226;2026-08-18\|435.87\|3.36\|422.81\|452.26\|409.00\|102024;2026-08-19\|378.00\|-13.28\|417.69\|423.94\|372.06\|117889;2026-08-20\|372.95\|-1.34\|383.67\|388.00\|364.93\|75650;2026-08-21\|375.80\|0.76\|374.20\|386.88\|373.00\|53568;2026-08-24\|351.39\|-6.50\|375.12\|375.27\|343.01\|77695;2026-08-25\|355.88\|1.28\|348.99\|361.68\|337.35\|55612;2026-08-26\|369.16\|3.73\|356.40\|377.94\|352.49\|60118;2026-08-27\|380.40\|3.04\|382.00\|384.93\|364.00\|70063;2026-08-28\|365.10\|-4.02\|373.00\|392.00\|363.01\|58345;2026-08-31\|390.00\|6.82\|350.07\|390.00\|345.00\|75240;2026-09-01\|369.22\|-5.33\|383.00\|388.79\|367.58\|49405;2026-09-02\|362.41\|-1.84\|359.65\|369.99\|354.28\|45538;2026-09-03\|347.01\|-4.25\|367.00\|369.00\|337.00\|68132;2026-09-04\|324.80\|-6.40\|353.94\|355.00\|320.50\|83136;2026-09-07\|324.30\|-0.15\|325.00\|329.66\|315.44\|79244;2026-09-08\|315.15\|-2.82\|323.00\|326.47\|311.14\|68946;2026-09-09\|313.11\|-0.65\|318.00\|326.99\|310.24\|48519;2026-09-10\|307.00\|-1.95\|309.57\|314.99\|304.99\|47633;2026-09-11\|301.50\|-1.79\|309.00\|309.00\|290.00\|65429;2026-09-14\|300.88\|-0.21\|295.00\|304.22\|292.28\|54530;2026-09-15\|306.30\|1.80\|300.89\|318.34\|298.28\|67552
114661	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+AI芯片+MCU芯片行业原因： 1、亚洲股市周一早盘，三星电子股价大涨近5%创历史新高，SK海力士同步走强涨近3%。上周五美股闪迪大涨16%，美光科技涨超10%。据DRAMeXchange最新报告，2026年Q1 DRAM合约价最高涨幅或达50%。 2、港交所数据显示，国家大基金在中芯国际H股持股比例由4.79%升至9.25%，同时长鑫科技、壁仞科技等国产存储及GPU龙头密集启动港股IPO，产业资本与二级市场形成共振。公司原因： 1、据2025年4月26日公告，公司主营NOR Flash、MCU及存算一体AI芯片，形成“存储+控制+AI”一体化战略，产品已量产出货。 2、据2025年10月17日机构调研纪要，32Mb-128Mb NOR Flash占该业务营收60%，有望在2025年四季度实现价格上涨，4Mb NORD工艺产品已送样客户。 3、据2025年11月28日公告，公司回购826,890股，占总股本0.9962%，支付资金约3001万元。	公司主营存储芯片和MCU芯片，产品包括NOR Flash芯片和MCU芯片两大类，同时还致力于开发基于NOR闪存技术的存算一体终端推理AI芯片	2026-05-12\|124.82\|-4.28\|127.96\|128.87\|122.27\|65690;2026-05-13\|126.60\|1.43\|122.00\|127.60\|118.85\|63832;2026-05-14\|122.30\|-3.40\|126.00\|129.08\|122.28\|57349;2026-05-15\|120.63\|-1.37\|121.74\|126.00\|116.00\|58455;2026-05-18\|126.91\|5.21\|120.63\|129.90\|120.00\|61417;2026-05-19\|125.00\|-1.50\|124.15\|125.88\|120.06\|45822;2026-05-20\|125.23\|0.18\|123.75\|127.18\|123.17\|44083;2026-05-21\|115.75\|-7.57\|129.00\|131.50\|114.00\|68713;2026-05-22\|123.90\|7.04\|117.94\|124.94\|117.94\|54167;2026-05-25\|126.20\|1.86\|124.18\|129.00\|121.35\|49938;2026-05-26\|122.22\|-3.15\|125.51\|126.01\|119.00\|43224;2026-05-27\|128.04\|4.76\|125.99\|138.70\|125.66\|81479;2026-05-28\|130.94\|2.26\|128.93\|133.57\|125.94\|73397;2026-05-29\|120.92\|-7.65\|131.20\|133.19\|119.67\|59547;2026-06-01\|114.50\|-5.31\|121.82\|123.63\|114.00\|41390;2026-06-02\|114.50\|0.00\|115.87\|118.80\|109.77\|39065;2026-06-03\|114.60\|0.09\|114.95\|119.85\|112.00\|45100;2026-06-04\|119.00\|3.84\|112.02\|122.50\|111.32\|49144;2026-06-05\|113.20\|-4.87\|114.68\|119.00\|112.00\|37186;2026-06-08\|106.45\|-5.96\|102.59\|110.16\|102.59\|38665;2026-06-09\|116.49\|9.43\|109.85\|117.87\|108.25\|37758;2026-06-10\|112.45\|-3.47\|113.97\|116.48\|110.70\|30928;2026-06-11\|111.25\|-1.07\|110.54\|114.94\|109.00\|28051;2026-06-12\|109.62\|-1.47\|116.00\|121.25\|109.30\|40321;2026-06-15\|122.89\|12.11\|112.88\|126.00\|110.50\|48047;2026-06-16\|125.31\|1.97\|122.28\|127.56\|120.70\|56143;2026-06-17\|138.72\|10.70\|123.37\|140.08\|121.66\|74724;2026-06-18\|144.90\|4.46\|138.99\|149.89\|138.99\|87489;2026-06-22\|151.04\|4.24\|146.01\|151.99\|141.33\|83405;2026-06-23\|146.40\|-3.07\|151.00\|154.99\|143.58\|65351;2026-06-24\|127.75\|13.17\|109.51\|127.75\|109.01\|82100;2026-06-25\|137.56\|7.68\|132.60\|140.28\|129.36\|103726;2026-06-26\|130.78\|-4.93\|135.00\|145.00\|127.80\|104741;2026-06-29\|127.87\|-2.23\|129.58\|135.00\|118.00\|93196;2026-06-30\|140.00\|9.49\|125.90\|141.88\|123.51\|85323;2026-07-01\|132.49\|-5.36\|137.60\|144.94\|131.28\|89596;2026-07-02\|121.40\|-8.37\|122.24\|131.81\|120.78\|70952;2026-07-03\|129.39\|6.58\|120.00\|134.55\|118.36\|76880;2026-07-06\|128.03\|-1.05\|133.55\|133.71\|123.22\|69361;2026-07-07\|120.97\|-5.51\|124.43\|128.54\|120.00\|48628;2026-07-08\|117.09\|-3.21\|122.00\|124.84\|115.20\|48714;2026-07-09\|126.00\|7.61\|120.64\|126.33\|115.41\|68142;2026-07-10\|116.74\|-7.35\|126.32\|130.49\|116.52\|62646;2026-07-13\|106.38\|-8.87\|111.56\|117.86\|105.00\|61121;2026-07-14\|107.80\|1.33\|108.02\|109.40\|99.14\|60960;2026-07-15\|98.60\|-8.53\|110.81\|111.45\|97.50\|56825;2026-07-16\|88.15\|-10.60\|94.60\|97.60\|85.99\|60385;2026-07-17\|71.48\|-18.91\|87.65\|88.87\|71.07\|92927;2026-07-20\|62.14\|-13.07\|74.33\|76.42\|59.61\|117330;2026-07-21\|71.67\|15.34\|63.95\|71.96\|54.32\|118550;2026-07-22\|72.44\|1.07\|71.29\|77.88\|71.29\|119797;2026-07-23\|70.10\|-3.23\|72.30\|75.00\|69.10\|75324;2026-07-24\|68.18\|-2.74\|69.88\|71.22\|66.25\|64283;2026-07-27\|69.27\|1.60\|68.00\|70.28\|64.11\|63164;2026-07-28\|63.10\|-8.91\|67.37\|70.45\|62.62\|73401;2026-07-29\|62.49\|-0.97\|63.09\|64.57\|57.57\|88966;2026-07-30\|59.68\|-4.50\|61.80\|64.00\|57.86\|79471;2026-07-31\|62.67\|5.01\|66.43\|68.86\|62.52\|94138;2026-08-03\|59.56\|-4.96\|61.86\|62.90\|58.59\|76638;2026-08-04\|63.01\|5.79\|60.37\|63.89\|59.80\|63978;2026-08-05\|69.80\|10.78\|63.18\|71.51\|63.18\|76682;2026-08-06\|70.70\|1.29\|67.30\|72.12\|67.30\|66800;2026-08-07\|74.04\|4.72\|70.89\|74.80\|69.22\|66351;2026-08-10\|72.10\|-2.62\|74.97\|75.31\|70.11\|59979;2026-08-11\|71.78\|-0.44\|72.17\|73.67\|70.66\|42171;2026-08-12\|73.31\|2.13\|72.87\|74.79\|71.10\|43898;2026-08-13\|71.72\|-2.17\|75.11\|76.88\|71.54\|58369;2026-08-14\|75.24\|4.91\|73.89\|76.68\|72.56\|58634;2026-08-17\|81.08\|7.76\|76.00\|81.19\|75.25\|61817;2026-08-18\|81.51\|0.53\|80.99\|83.33\|79.50\|60255;2026-08-19\|72.80\|-10.69\|78.83\|80.68\|71.71\|62835;2026-08-20\|74.45\|2.27\|74.00\|75.38\|71.77\|51833;2026-08-21\|75.45\|1.34\|73.92\|77.49\|73.92\|41887;2026-08-24\|72.87\|-3.42\|75.45\|76.39\|70.50\|46333;2026-08-25\|75.90\|4.16\|71.22\|76.50\|69.00\|53605;2026-08-26\|73.30\|-3.43\|75.89\|76.01\|70.56\|68883;2026-08-27\|80.00\|9.14\|73.56\|80.62\|73.56\|75464;2026-08-28\|75.35\|-5.81\|79.00\|80.32\|75.27\|60119;2026-08-31\|78.31\|3.93\|74.00\|78.50\|73.17\|52711;2026-09-01\|75.60\|-3.46\|79.44\|79.44\|74.67\|48327;2026-09-02\|74.13\|-1.94\|74.64\|75.50\|73.60\|31375;2026-09-03\|74.76\|0.85\|75.09\|76.28\|72.51\|40320;2026-09-04\|70.91\|-5.15\|75.30\|76.50\|70.03\|47498;2026-09-07\|76.84\|8.36\|72.97\|77.50\|72.96\|70920;2026-09-08\|75.78\|-1.38\|77.03\|78.56\|74.68\|42285;2026-09-09\|74.30\|-1.95\|76.88\|78.38\|73.64\|46117;2026-09-10\|75.03\|0.98\|73.62\|76.58\|73.25\|40813;2026-09-11\|71.44\|-4.78\|72.95\|74.45\|69.08\|55333;2026-09-14\|70.77\|-0.94\|70.56\|71.82\|68.41\|35263;2026-09-15\|76.62\|8.27\|70.55\|78.68\|70.18\|93872
114660	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+DRAM涨价+AI MCU+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月22日机构调研，公司DRAM产能紧张，各季度进行分货，预计后续毛利率逐季提高。 2、据2026年6月12日互动易，公司AI MCU具备端侧TNPU，算力为0.5T@int8，基于28nm工艺，可用于3D打印机、机器人控制、生物识别等场景。 3、据2026年4月29日一季报，公司2026年一季度营收15.60亿元，同比增长47.12%，归母净利润3.19亿元，同比增长331.61%。	公司是中国RISC-V产业联盟第二届理事会副理事长，存储芯片分为SRAM、DRAM和Flash三大类别，主要面向汽车、工业、医疗等行业市场及高端消费类市场，Flash产品线包括了目前全球主流的NOR Flash存储芯片和NAND Flash存储芯片	2026-05-12\|146.83\|0.51\|146.81\|149.80\|141.95\|355174;2026-05-13\|148.65\|1.24\|142.68\|149.49\|138.92\|392329;2026-05-14\|141.88\|-4.55\|147.23\|148.00\|141.88\|295247;2026-05-15\|136.40\|-3.86\|142.00\|144.00\|134.40\|347931;2026-05-18\|137.81\|1.03\|136.50\|142.50\|136.26\|264065;2026-05-19\|137.68\|-0.09\|134.68\|138.41\|131.06\|245688;2026-05-20\|141.90\|3.18\|137.53\|143.13\|136.55\|269608;2026-05-21\|130.72\|-7.88\|144.38\|144.93\|130.60\|352651;2026-05-22\|138.40\|5.88\|133.00\|139.34\|132.07\|324463;2026-05-25\|141.92\|2.54\|139.65\|142.00\|136.08\|297168;2026-05-26\|149.60\|5.41\|139.37\|152.00\|133.50\|595428;2026-05-27\|160.01\|6.96\|172.25\|175.98\|158.50\|841972;2026-05-28\|161.59\|0.99\|163.20\|167.94\|155.90\|536095;2026-05-29\|157.46\|-2.56\|164.10\|170.88\|155.55\|545401;2026-06-01\|144.11\|-8.48\|159.02\|162.77\|143.63\|434607;2026-06-02\|142.27\|-1.28\|143.03\|145.20\|137.48\|359187;2026-06-03\|144.36\|1.47\|141.60\|150.91\|141.60\|398707;2026-06-04\|150.41\|4.19\|141.50\|152.50\|141.50\|390203;2026-06-05\|139.36\|-7.35\|145.00\|146.84\|138.60\|363045;2026-06-08\|149.26\|7.10\|132.38\|154.20\|132.38\|545310;2026-06-09\|159.89\|7.12\|152.01\|161.00\|146.50\|575325;2026-06-10\|148.95\|-6.84\|159.64\|159.70\|148.00\|354096;2026-06-11\|145.49\|-2.32\|149.50\|152.18\|142.50\|335568;2026-06-12\|145.60\|0.08\|152.25\|155.14\|144.89\|373489;2026-06-15\|164.30\|12.84\|149.62\|164.76\|145.35\|515800;2026-06-16\|162.02\|-1.39\|163.00\|167.50\|161.02\|330406;2026-06-17\|171.70\|5.97\|162.23\|172.53\|161.36\|460902;2026-06-18\|186.05\|8.36\|172.66\|190.60\|172.66\|583884;2026-06-22\|192.75\|3.60\|190.00\|193.19\|179.79\|545061;2026-06-23\|194.00\|0.65\|191.69\|203.48\|186.01\|488149;2026-06-24\|197.80\|1.96\|192.76\|199.00\|186.78\|441416;2026-06-25\|237.36\|20.00\|207.00\|237.36\|206.00\|564367;2026-06-26\|233.21\|-1.75\|240.00\|242.00\|229.00\|583140;2026-06-29\|242.05\|3.79\|232.00\|249.67\|220.00\|624686;2026-06-30\|248.90\|2.83\|230.00\|255.49\|225.01\|560203;2026-07-01\|259.05\|4.08\|248.00\|279.44\|245.68\|585850;2026-07-02\|234.67\|-9.41\|240.00\|253.00\|233.00\|475258;2026-07-03\|259.56\|10.61\|238.99\|268.88\|237.78\|566583;2026-07-06\|253.00\|-2.53\|264.61\|266.00\|238.00\|536363;2026-07-07\|231.20\|-8.62\|240.00\|247.70\|226.00\|465782;2026-07-08\|215.38\|-6.84\|231.18\|239.00\|215.00\|413169;2026-07-09\|236.02\|9.58\|221.00\|237.00\|220.68\|425540;2026-07-10\|219.90\|-6.83\|237.29\|244.92\|219.80\|369081;2026-07-13\|190.17\|-13.52\|216.99\|219.00\|188.04\|463214;2026-07-14\|207.69\|9.21\|197.95\|209.22\|191.03\|408727;2026-07-15\|190.18\|-8.43\|213.00\|217.79\|189.00\|377033;2026-07-16\|174.60\|-8.19\|183.60\|187.46\|171.35\|363488;2026-07-17\|153.82\|-11.90\|175.78\|176.56\|152.00\|414080;2026-07-20\|143.65\|-6.61\|162.00\|163.90\|137.84\|439786;2026-07-21\|168.00\|16.95\|150.11\|168.88\|136.20\|610578;2026-07-22\|157.82\|-6.06\|164.98\|173.33\|156.80\|534182;2026-07-23\|151.76\|-3.84\|161.03\|163.77\|150.00\|357497;2026-07-24\|143.65\|-5.34\|147.90\|151.91\|143.12\|364058;2026-07-27\|145.66\|1.40\|143.50\|146.00\|135.30\|380225;2026-07-28\|127.10\|-12.74\|136.50\|139.70\|125.69\|448318;2026-07-29\|124.56\|-2.00\|127.81\|128.80\|116.93\|478703;2026-07-30\|123.66\|-0.72\|124.56\|128.93\|117.89\|559043;2026-07-31\|126.81\|2.55\|139.30\|140.53\|126.68\|752088;2026-08-03\|119.00\|-6.16\|124.18\|124.96\|118.38\|412776;2026-08-04\|126.26\|6.10\|119.21\|127.36\|116.94\|423299;2026-08-05\|136.03\|7.74\|128.00\|138.66\|126.38\|507275;2026-08-06\|137.00\|0.71\|130.00\|139.97\|129.00\|419668;2026-08-07\|144.05\|5.15\|136.98\|146.21\|136.01\|491966;2026-08-10\|138.48\|-3.87\|144.20\|144.92\|135.05\|396925;2026-08-11\|137.86\|-0.45\|136.19\|141.66\|136.19\|309556;2026-08-12\|140.57\|1.97\|139.25\|143.00\|137.25\|294079;2026-08-13\|137.48\|-2.20\|144.58\|149.49\|137.15\|385472;2026-08-14\|143.62\|4.47\|141.51\|144.95\|140.21\|347311;2026-08-17\|155.39\|8.20\|146.01\|155.88\|144.75\|463531;2026-08-18\|152.75\|-1.70\|159.17\|161.55\|151.02\|431635;2026-08-19\|137.25\|-10.15\|145.00\|146.28\|135.70\|438086;2026-08-20\|138.30\|0.77\|140.00\|141.44\|136.69\|261163;2026-08-21\|138.48\|0.13\|138.09\|140.46\|136.71\|245817;2026-08-24\|133.66\|-3.48\|137.22\|137.99\|130.16\|276978;2026-08-25\|134.10\|0.33\|131.58\|134.98\|128.51\|210697;2026-08-26\|132.07\|-1.51\|134.23\|134.78\|130.15\|173888;2026-08-27\|140.48\|6.37\|133.06\|140.68\|132.70\|275135;2026-08-28\|135.70\|-3.40\|139.00\|140.20\|135.50\|214703;2026-08-31\|139.95\|3.13\|132.12\|140.30\|132.00\|259965;2026-09-01\|134.79\|-3.69\|139.95\|140.22\|134.27\|218891;2026-09-02\|132.37\|-1.80\|132.90\|134.29\|131.00\|183365;2026-09-03\|131.99\|-0.29\|134.02\|134.40\|130.07\|161315;2026-09-04\|127.16\|-3.66\|132.90\|133.99\|126.00\|206284;2026-09-07\|133.80\|5.22\|130.96\|133.99\|130.30\|236617;2026-09-08\|133.79\|-0.01\|135.00\|138.20\|132.25\|225640;2026-09-09\|131.98\|-1.35\|135.72\|136.99\|131.08\|144450;2026-09-10\|132.45\|0.36\|130.62\|134.76\|130.21\|142631;2026-09-11\|128.78\|-2.77\|129.00\|129.88\|125.21\|195220;2026-09-14\|126.32\|-1.91\|126.00\|127.99\|124.60\|146415;2026-09-15\|127.58\|1.00\|126.77\|129.99\|125.20\|144505
114659	证监会批复同意长鑫科技首次公开发行股票注册	功率半导体提价+SiC模块+GaN 行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月26日互动易，公司于今年3月完成首轮调价，近期已启动第二轮产品涨价，调价涵盖IGBT单管及模块、整流桥和MOSFET器件。 2、据2026年4月30日年报及2026年6月1日互动易，公司自主研发的NCB SiC模块已通过海外主流AI服务器厂商整机认证并实现小批量供货，切入高端算力电源供应链。 3、据2026年5月8日投资者关系活动记录表，子公司宏微爱赛的650V GaN HEMT芯片研发成功，该产品可有效降低功耗，提升数据中心能源效率。	1、公司现有的高压产品提供可供并联使用的大电流IGBT、SiC模块产品用于可控核聚变加热电源和脉冲电源； 2、公司自研GaN 100V/7mΩ芯片已向下游厂商送样，适配人形机器人核心驱动需求	2026-05-12\|30.41\|-0.82\|31.00\|31.40\|30.02\|130115;2026-05-13\|32.66\|7.40\|30.10\|33.05\|29.60\|181470;2026-05-14\|34.44\|5.45\|33.80\|35.96\|33.48\|283455;2026-05-15\|32.42\|-5.87\|34.00\|34.63\|32.07\|203437;2026-05-18\|31.45\|-2.99\|32.01\|32.59\|31.00\|144459;2026-05-19\|34.87\|10.87\|31.50\|34.89\|31.50\|217576;2026-05-20\|35.74\|2.50\|34.53\|36.88\|34.00\|225390;2026-05-21\|32.57\|-8.87\|35.64\|35.64\|32.30\|177006;2026-05-22\|33.55\|3.01\|33.16\|34.50\|32.81\|141270;2026-05-25\|36.94\|10.10\|34.00\|38.25\|33.92\|236182;2026-05-26\|36.17\|-2.08\|36.99\|36.99\|34.80\|176218;2026-05-27\|37.15\|2.71\|37.00\|39.38\|36.22\|254234;2026-05-28\|37.88\|1.97\|36.89\|38.96\|36.01\|190865;2026-05-29\|33.90\|-10.51\|37.55\|37.79\|33.50\|210596;2026-06-01\|32.97\|-2.74\|33.98\|34.77\|32.76\|121859;2026-06-02\|32.30\|-2.03\|32.96\|33.45\|31.56\|114773;2026-06-03\|33.83\|4.74\|33.43\|34.96\|32.23\|159316;2026-06-04\|34.47\|1.89\|34.00\|36.50\|33.83\|159365;2026-06-05\|33.53\|-2.73\|33.10\|35.20\|32.13\|140849;2026-06-08\|29.74\|-11.30\|31.50\|32.74\|29.74\|143027;2026-06-09\|35.69\|20.01\|31.52\|35.69\|31.52\|261921;2026-06-10\|34.10\|-4.46\|34.72\|35.85\|33.58\|203522;2026-06-11\|34.63\|1.55\|33.70\|36.17\|33.50\|218326;2026-06-12\|34.79\|0.46\|35.70\|36.40\|34.16\|187211;2026-06-15\|39.28\|12.91\|35.00\|39.66\|35.00\|220558;2026-06-16\|38.55\|-1.86\|39.88\|41.24\|38.31\|216654;2026-06-17\|39.34\|2.05\|37.97\|40.42\|37.72\|213787;2026-06-18\|40.34\|2.54\|38.99\|41.00\|38.65\|209227;2026-06-22\|38.62\|-4.26\|42.31\|43.00\|37.02\|293300;2026-06-23\|43.95\|13.80\|37.90\|44.88\|37.43\|390402;2026-06-24\|42.42\|-3.48\|42.94\|44.00\|40.48\|312471;2026-06-25\|41.90\|-1.23\|42.50\|42.50\|39.90\|246800;2026-06-26\|39.41\|-5.94\|40.94\|43.20\|38.64\|216513;2026-06-29\|44.70\|13.42\|43.00\|47.29\|42.19\|406810;2026-06-30\|45.45\|1.68\|45.00\|46.05\|42.00\|325151;2026-07-01\|43.96\|-3.28\|46.22\|47.25\|43.03\|285354;2026-07-02\|40.43\|-8.03\|41.00\|43.55\|39.30\|200168;2026-07-03\|37.03\|-8.41\|40.41\|40.77\|36.97\|231942;2026-07-06\|36.00\|-2.78\|37.68\|37.98\|34.81\|149340;2026-07-07\|36.23\|0.64\|35.70\|37.59\|35.38\|166768;2026-07-08\|35.25\|-2.70\|36.60\|37.20\|33.85\|140040;2026-07-09\|36.58\|3.77\|35.70\|36.68\|34.03\|150557;2026-07-10\|33.30\|-8.97\|36.58\|37.87\|33.30\|168828;2026-07-13\|31.30\|-6.01\|32.50\|34.35\|31.04\|123692;2026-07-14\|31.59\|0.93\|31.99\|32.20\|29.27\|129767;2026-07-15\|30.08\|-4.78\|32.44\|33.18\|30.03\|109415;2026-07-16\|27.62\|-8.18\|29.48\|30.30\|27.48\|125606;2026-07-17\|24.37\|-11.77\|27.62\|27.90\|24.36\|134502;2026-07-20\|22.80\|-6.44\|24.84\|25.30\|21.71\|126353;2026-07-21\|24.99\|9.61\|22.86\|25.02\|20.35\|145868;2026-07-22\|24.11\|-3.52\|24.39\|25.70\|23.82\|112713;2026-07-23\|23.32\|-3.28\|24.30\|24.37\|23.09\|80240;2026-07-24\|22.68\|-2.74\|22.82\|23.60\|22.53\|65745;2026-07-27\|23.48\|3.53\|22.55\|23.48\|22.20\|63080;2026-07-28\|22.22\|-5.37\|23.06\|23.59\|22.05\|74251;2026-07-29\|22.23\|0.04\|22.28\|22.69\|21.11\|73685;2026-07-30\|20.90\|-5.98\|22.12\|22.22\|20.90\|69219;2026-07-31\|22.17\|6.08\|23.00\|23.45\|22.17\|101605;2026-08-03\|21.96\|-0.95\|21.90\|22.33\|21.65\|56464;2026-08-04\|23.09\|5.15\|22.24\|23.25\|22.10\|66485;2026-08-05\|24.30\|5.24\|23.05\|24.57\|23.03\|93876;2026-08-06\|24.49\|0.78\|24.00\|24.98\|23.81\|93759;2026-08-07\|25.68\|4.86\|24.71\|25.70\|23.88\|116734;2026-08-10\|24.91\|-3.00\|25.80\|25.82\|24.57\|96518;2026-08-11\|25.78\|3.49\|24.70\|26.49\|24.51\|120369;2026-08-12\|25.86\|0.31\|25.72\|26.08\|25.54\|76198;2026-08-13\|25.27\|-2.28\|26.40\|26.58\|25.25\|96767;2026-08-14\|25.78\|2.02\|25.59\|25.90\|25.07\|62855;2026-08-17\|27.11\|5.16\|25.85\|27.23\|25.68\|94279;2026-08-18\|27.35\|0.89\|26.95\|27.45\|26.12\|99765;2026-08-19\|25.10\|-8.23\|26.00\|26.80\|24.77\|121678;2026-08-20\|24.75\|-1.39\|25.46\|25.69\|24.38\|101091;2026-08-21\|25.90\|4.65\|24.60\|26.24\|24.53\|113059;2026-08-24\|24.98\|-3.55\|25.87\|26.46\|24.33\|91063;2026-08-25\|25.32\|1.36\|24.46\|25.45\|23.68\|85854;2026-08-26\|25.13\|-0.75\|25.65\|25.79\|24.70\|54081;2026-08-27\|26.25\|4.46\|25.30\|26.35\|24.93\|76976;2026-08-28\|25.99\|-0.99\|26.01\|26.63\|25.91\|55223;2026-08-31\|25.65\|-1.31\|24.29\|25.73\|24.29\|79291;2026-09-01\|24.90\|-2.92\|25.70\|25.85\|24.70\|64659;2026-09-02\|24.16\|-2.97\|24.56\|24.69\|23.95\|62516;2026-09-03\|24.41\|1.03\|24.30\|24.70\|23.98\|48473;2026-09-04\|23.55\|-3.52\|24.53\|24.90\|23.36\|61898;2026-09-07\|24.60\|4.46\|23.98\|24.69\|23.80\|64779;2026-09-08\|23.90\|-2.85\|24.56\|24.70\|23.82\|51936;2026-09-09\|23.76\|-0.59\|24.30\|24.58\|23.67\|43286;2026-09-10\|25.00\|5.22\|23.60\|25.52\|23.31\|136933;2026-09-11\|23.61\|-5.56\|24.82\|24.82\|22.84\|110290;2026-09-14\|23.93\|1.36\|23.06\|24.16\|22.88\|62634;2026-09-15\|25.55\|6.77\|23.87\|25.75\|23.77\|118139
114658	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批预示DRAM量产进程提速，精智达DRAM晶圆老化测试设备进入验证阶段；涨停缘由：公司DRAM晶圆老化测试设备已完成技术开发与测试，正推进客户验证，有望切入长鑫供应链；资金逻辑：资金提前布局半导体设备国产替代核心环节，精智达作为稀缺DRAM测试设备厂商获主题性资金关注；风险提示：设备验证周期长，订单落地存在不确定性；公司营收规模较小，业绩弹性需等待量产放量	公司半导体存储器件测试设备目前进展顺利，其中DRAM晶圆老化测试设备，已完成技术开发和测试等工作，进入验证阶段，DRAM测试机仍处于持续研发测试阶段	2026-05-12\|355.14\|3.15\|338.00\|357.80\|333.00\|54709;2026-05-13\|360.00\|1.37\|342.88\|372.00\|334.00\|57511;2026-05-14\|348.30\|-3.25\|359.99\|367.00\|343.01\|44190;2026-05-15\|353.44\|1.48\|345.03\|377.00\|328.00\|70295;2026-05-18\|364.97\|3.26\|376.00\|402.97\|360.16\|109724;2026-05-19\|396.40\|8.61\|361.11\|398.33\|355.02\|72017;2026-05-20\|440.00\|11.00\|394.01\|447.57\|394.01\|68312;2026-05-21\|409.95\|-6.83\|441.00\|451.00\|404.04\|76754;2026-05-22\|416.97\|1.71\|418.00\|424.77\|395.00\|70523;2026-05-25\|430.94\|3.35\|402.66\|449.88\|398.00\|67678;2026-05-26\|404.98\|-6.02\|422.30\|425.90\|394.50\|66595;2026-05-27\|385.82\|-4.73\|409.00\|419.90\|382.05\|65288;2026-05-28\|395.89\|2.61\|383.74\|403.00\|379.67\|46337;2026-05-29\|367.00\|-7.30\|398.00\|398.78\|363.00\|62188;2026-06-01\|349.58\|-4.75\|364.33\|372.82\|346.00\|50564;2026-06-02\|348.19\|-0.40\|352.00\|358.00\|340.08\|55190;2026-06-03\|355.50\|2.10\|347.01\|372.00\|344.00\|59498;2026-06-04\|388.01\|9.14\|354.00\|395.00\|352.06\|69155;2026-06-05\|385.56\|-0.63\|379.07\|403.01\|379.07\|63066;2026-06-08\|375.10\|-2.71\|367.04\|393.80\|365.50\|52572;2026-06-09\|408.68\|8.95\|385.50\|412.50\|378.05\|75515;2026-06-10\|403.00\|-1.39\|407.73\|419.00\|391.58\|56903;2026-06-11\|412.55\|2.37\|396.00\|419.00\|396.00\|55477;2026-06-12\|414.48\|0.47\|443.10\|462.00\|404.95\|78525;2026-06-15\|468.00\|12.91\|413.00\|472.39\|405.05\|76500;2026-06-16\|498.00\|6.41\|470.00\|515.98\|463.00\|73162;2026-06-17\|542.28\|8.94\|499.00\|546.99\|490.11\|79940;2026-06-18\|566.00\|4.37\|531.43\|587.00\|512.00\|81236;2026-06-22\|566.20\|0.04\|561.18\|568.03\|530.16\|62426;2026-06-23\|549.00\|-3.04\|569.97\|569.97\|525.20\|52007;2026-06-24\|638.00\|16.21\|545.01\|639.00\|536.51\|74887;2026-06-25\|639.00\|0.16\|649.97\|653.66\|622.00\|46171;2026-06-26\|653.70\|2.30\|639.12\|676.00\|631.13\|59191;2026-06-29\|705.00\|7.85\|660.00\|709.88\|642.03\|61442;2026-06-30\|715.00\|1.42\|685.04\|734.40\|675.58\|51194;2026-07-01\|662.06\|-7.40\|724.95\|736.36\|652.20\|63996;2026-07-02\|582.07\|-12.08\|615.37\|630.00\|580.00\|78011;2026-07-03\|578.30\|-0.65\|566.00\|599.00\|552.27\|56656;2026-07-06\|563.00\|-2.65\|589.32\|589.32\|543.00\|50178;2026-07-07\|569.55\|1.16\|549.99\|587.88\|546.97\|42522;2026-07-08\|588.00\|3.24\|580.00\|624.95\|561.12\|51346;2026-07-09\|647.88\|10.18\|627.30\|648.88\|591.00\|55728;2026-07-10\|599.99\|-7.39\|649.93\|675.00\|592.96\|60426;2026-07-13\|569.35\|-5.11\|580.00\|628.00\|555.00\|67124;2026-07-14\|608.97\|6.96\|578.98\|629.88\|577.10\|62088;2026-07-15\|599.00\|-1.64\|632.00\|653.99\|590.05\|62933;2026-07-16\|584.00\|-2.50\|573.66\|619.88\|558.10\|56303;2026-07-17\|511.98\|-12.33\|578.00\|593.00\|508.00\|81751;2026-07-20\|457.51\|-10.64\|527.00\|549.00\|436.08\|81483;2026-07-21\|549.01\|20.00\|478.00\|549.01\|420.20\|79489;2026-07-22\|527.28\|-3.96\|533.00\|570.00\|523.00\|60354;2026-07-23\|480.74\|-8.83\|533.00\|533.00\|477.60\|56647;2026-07-24\|496.25\|3.23\|464.83\|514.00\|458.58\|52447;2026-07-27\|510.00\|2.77\|499.00\|522.70\|485.00\|52981;2026-07-28\|473.06\|-7.24\|493.10\|530.80\|467.00\|52802;2026-07-29\|440.31\|-6.92\|473.00\|488.00\|410.05\|69894;2026-07-30\|396.66\|-9.91\|435.50\|445.45\|387.62\|63479;2026-07-31\|411.70\|3.79\|452.04\|466.77\|408.00\|59200;2026-08-03\|371.88\|-9.67\|410.00\|410.00\|368.01\|49790;2026-08-04\|403.00\|8.37\|379.19\|407.00\|368.01\|51138;2026-08-05\|429.70\|6.63\|409.00\|444.00\|400.00\|63664;2026-08-06\|436.72\|1.63\|418.53\|455.00\|418.40\|44182;2026-08-07\|461.00\|5.56\|437.00\|469.99\|432.00\|51424;2026-08-10\|463.00\|0.43\|460.38\|479.87\|448.00\|50967;2026-08-11\|444.80\|-3.93\|468.00\|470.00\|432.50\|46504;2026-08-12\|458.27\|3.03\|452.69\|473.55\|445.24\|37451;2026-08-13\|482.56\|5.30\|470.07\|520.00\|450.68\|77057;2026-08-14\|498.99\|3.40\|497.00\|512.88\|479.00\|60545;2026-08-17\|542.00\|8.62\|507.00\|545.00\|498.60\|54997;2026-08-18\|565.22\|4.28\|540.00\|568.98\|532.59\|53194;2026-08-19\|491.99\|-12.96\|526.00\|535.00\|473.00\|72601;2026-08-20\|483.66\|-1.69\|491.00\|512.99\|469.84\|57030;2026-08-21\|484.79\|0.23\|478.00\|492.50\|470.99\|47890;2026-08-24\|465.29\|-4.02\|479.99\|492.00\|451.38\|43637;2026-08-25\|448.61\|-3.58\|450.00\|458.87\|431.79\|43182;2026-08-26\|459.75\|2.48\|450.58\|469.00\|440.00\|37335;2026-08-27\|513.50\|11.69\|467.00\|515.00\|453.00\|50852;2026-08-28\|491.95\|-4.20\|508.00\|526.68\|491.87\|46618;2026-08-31\|522.30\|6.17\|489.48\|525.00\|481.00\|58229;2026-09-01\|475.00\|-9.06\|522.00\|533.91\|471.90\|72594;2026-09-02\|483.42\|1.77\|454.95\|494.80\|454.95\|48131;2026-09-03\|480.64\|-0.58\|490.00\|492.88\|460.00\|41744;2026-09-04\|441.58\|-8.13\|492.00\|495.99\|434.18\|73619;2026-09-07\|491.00\|11.19\|463.35\|494.07\|458.03\|69213;2026-09-08\|487.95\|-0.62\|489.57\|506.90\|485.00\|45174;2026-09-09\|474.21\|-2.82\|493.18\|499.01\|471.58\|31741;2026-09-10\|468.80\|-1.14\|470.58\|479.00\|463.80\|27132;2026-09-11\|454.20\|-3.11\|461.00\|465.87\|438.00\|35136;2026-09-14\|444.06\|-2.23\|440.00\|451.00\|433.51\|26169;2026-09-15\|454.50\|2.35\|444.06\|473.11\|436.88\|32736
114657	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+分销+机器人行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年4月24日年报，公司新增铠侠等国际存储原厂代理，并购立功科技获NXP、瑞芯微等21条MCU及存储芯片线，主动元器件销售占比升至60%，深度绑定AI服务器、光模块、机器人头部客户。 2、据2026年5月6日业绩说明会，公司已向智元、埃斯顿、宇树、追觅、优必选等机器人企业批量交付阻容感、处理器、存储器、功率器件，控股子公司立功科技推出从“小脑”中枢到“指尖”执行的全栈机器人方案并获客户落地。 3、据2026年4月24日年报及2026年5月11日互动易，公司2025年营收85.48亿元、净利3.03亿元，同比增30.59%、327.78%；2026Q1营收37.93亿元、净利2.57亿元，同比增106.11%、600.35%，业绩持续高增。	公司目前代理销售存储器件、模拟器件、功率器件、电源管理芯片等各品类芯片产品，合作品牌涵盖兆易创新、安世半导体、思瑞浦、杰华特等国内外行业领先企业	2026-05-12\|22.61\|-4.44\|23.58\|23.64\|22.51\|446779;2026-05-13\|24.33\|7.61\|22.25\|24.92\|22.00\|637625;2026-05-14\|22.84\|-6.12\|24.02\|24.16\|22.81\|522919;2026-05-15\|22.20\|-2.80\|23.03\|23.51\|21.92\|437294;2026-05-18\|23.84\|7.39\|23.58\|25.40\|23.40\|920045;2026-05-19\|23.70\|-0.59\|23.50\|23.83\|22.61\|677512;2026-05-20\|23.46\|-1.01\|23.67\|24.68\|23.14\|584788;2026-05-21\|21.62\|-7.84\|23.80\|23.90\|21.40\|640670;2026-05-22\|22.80\|5.46\|21.96\|23.26\|21.80\|546115;2026-05-25\|27.36\|20.00\|23.45\|27.36\|23.33\|1081058;2026-05-26\|29.06\|6.21\|27.84\|29.37\|27.34\|1342689;2026-05-27\|31.30\|7.71\|28.93\|32.66\|28.90\|1089855;2026-05-28\|37.55\|19.97\|32.10\|37.56\|32.10\|1277304;2026-05-29\|35.88\|-4.45\|37.00\|38.36\|35.20\|1103490;2026-06-01\|38.51\|7.54\|37.01\|41.21\|37.01\|1002352;2026-06-02\|43.41\|12.72\|38.60\|44.91\|37.50\|1079424;2026-06-03\|42.69\|-1.66\|41.62\|44.43\|41.62\|992015;2026-06-04\|43.51\|1.92\|42.14\|43.74\|40.86\|907302;2026-06-05\|44.80\|2.96\|42.14\|45.25\|41.90\|1072828;2026-06-08\|41.60\|-7.14\|43.01\|48.98\|41.44\|1387938;2026-06-09\|45.47\|9.30\|43.93\|47.99\|40.36\|1342828;2026-06-10\|39.78\|-12.51\|43.00\|43.19\|39.20\|990843;2026-06-11\|38.70\|-2.71\|39.21\|41.09\|37.74\|835757;2026-06-12\|36.00\|-6.98\|40.32\|40.35\|35.82\|824177;2026-06-15\|40.66\|12.94\|38.50\|41.80\|36.72\|821786;2026-06-16\|40.19\|-1.16\|41.47\|41.74\|39.92\|714918;2026-06-17\|41.25\|2.64\|39.87\|41.49\|39.20\|848062;2026-06-18\|43.30\|4.97\|40.65\|44.55\|40.50\|1136969;2026-06-22\|42.64\|-1.52\|44.04\|44.04\|40.71\|1091080;2026-06-23\|40.06\|-6.05\|41.30\|42.70\|39.50\|765197;2026-06-24\|40.60\|1.35\|39.11\|41.68\|38.60\|669767;2026-06-25\|42.92\|5.71\|41.14\|43.98\|38.80\|1091872;2026-06-26\|42.00\|-2.14\|41.08\|44.19\|39.94\|888466;2026-06-29\|44.49\|5.93\|43.45\|47.26\|40.05\|1151618;2026-06-30\|51.75\|16.32\|44.00\|51.98\|43.30\|1305097;2026-07-01\|50.61\|-2.20\|52.50\|53.75\|47.66\|1201295;2026-07-02\|45.90\|-9.31\|46.01\|48.75\|43.33\|892382;2026-07-03\|42.02\|-8.45\|44.51\|45.90\|41.66\|777096;2026-07-06\|39.09\|-6.97\|42.13\|42.86\|38.35\|677783;2026-07-07\|37.37\|-4.40\|39.16\|39.54\|36.68\|505043;2026-07-08\|34.73\|-7.06\|37.15\|37.94\|34.38\|534092;2026-07-09\|37.55\|8.12\|35.80\|39.57\|35.80\|776778;2026-07-10\|35.70\|-4.93\|37.61\|39.72\|35.30\|690193;2026-07-13\|31.91\|-10.62\|35.37\|36.01\|31.47\|661996;2026-07-14\|33.37\|4.58\|32.16\|33.86\|30.86\|493094;2026-07-15\|30.86\|-7.52\|33.99\|34.40\|30.62\|458414;2026-07-16\|28.85\|-6.51\|30.01\|31.10\|28.50\|477285;2026-07-17\|25.58\|-11.33\|28.91\|29.66\|25.37\|533341;2026-07-20\|23.34\|-8.76\|26.99\|27.50\|22.21\|648115;2026-07-21\|27.05\|15.90\|23.82\|27.30\|20.25\|920001;2026-07-22\|26.08\|-3.59\|26.78\|27.94\|25.82\|660856;2026-07-23\|26.06\|-0.08\|26.54\|27.70\|25.72\|520225;2026-07-24\|25.85\|-0.81\|25.58\|26.49\|24.64\|454227;2026-07-27\|26.78\|3.60\|25.79\|26.86\|25.02\|527979;2026-07-28\|24.59\|-8.18\|25.79\|26.38\|24.27\|491203;2026-07-29\|24.32\|-1.10\|24.50\|25.31\|23.16\|488589;2026-07-30\|22.61\|-7.03\|24.02\|24.87\|21.83\|563187;2026-07-31\|22.92\|1.37\|24.97\|25.30\|22.88\|658576;2026-08-03\|22.14\|-3.40\|22.85\|23.08\|21.91\|440790;2026-08-04\|23.66\|6.87\|22.53\|23.84\|22.13\|485340;2026-08-05\|26.30\|11.16\|23.45\|26.68\|23.33\|690729;2026-08-06\|27.45\|4.37\|25.86\|28.00\|25.51\|756774;2026-08-07\|28.22\|2.81\|27.32\|28.60\|26.55\|754611;2026-08-10\|27.69\|-1.88\|28.25\|28.80\|26.80\|590881;2026-08-11\|27.80\|0.40\|27.49\|29.24\|27.17\|705789;2026-08-12\|27.41\|-1.40\|27.90\|28.04\|27.16\|551834;2026-08-13\|26.68\|-2.66\|27.91\|28.33\|26.68\|565062;2026-08-14\|27.83\|4.31\|27.51\|28.12\|27.23\|585246;2026-08-17\|28.95\|4.02\|27.89\|28.95\|27.83\|579635;2026-08-18\|28.20\|-2.59\|29.00\|29.33\|27.64\|555192;2026-08-19\|25.32\|-10.21\|26.77\|27.34\|25.08\|523018;2026-08-20\|25.45\|0.51\|25.84\|26.22\|25.08\|374269;2026-08-21\|25.60\|0.59\|25.35\|25.94\|24.66\|321690;2026-08-24\|24.67\|-3.63\|25.60\|25.68\|23.88\|333021;2026-08-25\|25.02\|1.42\|24.22\|25.25\|23.63\|287558;2026-08-26\|25.06\|0.16\|25.15\|25.48\|24.27\|273981;2026-08-27\|25.91\|3.39\|25.18\|26.15\|24.92\|359566;2026-08-28\|26.00\|0.35\|25.98\|27.17\|25.72\|525454;2026-08-31\|26.92\|3.54\|24.80\|26.93\|24.67\|521081;2026-09-01\|25.62\|-4.83\|26.98\|27.00\|25.44\|444278;2026-09-02\|25.02\|-2.34\|25.17\|25.35\|24.87\|257622;2026-09-03\|25.58\|2.24\|25.38\|25.90\|24.70\|359840;2026-09-04\|24.28\|-5.08\|25.70\|26.06\|24.00\|435295;2026-09-07\|25.22\|3.87\|24.71\|25.42\|24.60\|386868;2026-09-08\|25.03\|-0.75\|25.18\|25.80\|24.88\|318671;2026-09-09\|24.68\|-1.40\|25.37\|25.63\|24.50\|280505;2026-09-10\|24.65\|-0.12\|24.51\|25.27\|24.41\|266037;2026-09-11\|24.42\|-0.93\|24.03\|24.65\|23.43\|332049;2026-09-14\|25.90\|6.06\|24.00\|26.28\|23.65\|606110;2026-09-15\|26.10\|0.77\|25.85\|26.85\|25.63\|473878
114656	证监会批复同意长鑫科技首次公开发行股票注册	芯片抛光液+航空航天+参股中科声龙行业原因：据财闻3月16日报道，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。公司原因： 1、据2025年11月26日互动易，公司参股公司领航电子在芯片产业中的主要产品包括IC、硅晶圆和碳化硅等半导体级抛光液，其核心产品钨抛光液目前在国内头部FAB厂实现了重大突破。 2、据2025年6月30日互动易，公司的抛光材料业务涉及航天航空领域，主要直接客户有中国商飞等。据2026年2月10日互动易，公司与中国空间技术研究院合作开展的航天器用非晶合金反射镜样品试制及验证试验项目已结项，该项目是否具有应用场景存在较大不确定性。相关信息请以公司公告为准 3、据2024年12月30日互动易，Sunlune专注于为全球客户提供算力芯片系统的研发、设计、生产、销售和相应的技术指导等综合服务。据2025年6月16日互动易，截至目前，公司持有中科声龙境外母公司股权比例为1.8225%。 4、据2025年8月27日半年报，公司“材料+设备+工艺”三维协同，深耕抛光材料主业，智能装备及结构件收入占比近25%，已获头部手机终端厂商试用订单。	参股子公司中科声龙基于3D异质集成的大规模存算一体芯片领域处于业界领先水平	2026-05-12\|38.60\|-3.74\|39.80\|39.99\|37.61\|121979;2026-05-13\|39.44\|2.18\|37.88\|39.80\|37.47\|92386;2026-05-14\|38.20\|-3.14\|39.48\|39.53\|38.20\|68578;2026-05-15\|38.32\|0.31\|38.39\|40.14\|37.66\|127704;2026-05-18\|39.91\|4.15\|38.28\|40.10\|37.00\|118853;2026-05-19\|39.81\|-0.25\|39.60\|40.68\|39.03\|106474;2026-05-20\|43.77\|9.95\|40.10\|45.68\|39.89\|245128;2026-05-21\|37.14\|-15.15\|43.01\|43.77\|36.92\|262492;2026-05-22\|38.24\|2.96\|37.10\|38.87\|36.63\|167567;2026-05-25\|41.26\|7.90\|39.00\|42.43\|38.29\|186473;2026-05-26\|41.03\|-0.56\|40.68\|41.45\|38.90\|132271;2026-05-27\|39.20\|-4.46\|41.23\|41.45\|39.03\|119623;2026-05-28\|39.61\|1.05\|38.72\|40.08\|38.53\|96060;2026-05-29\|35.42\|-10.12\|39.62\|40.40\|35.10\|144862;2026-06-01\|33.30\|-5.99\|33.58\|36.09\|33.13\|107916;2026-06-02\|33.10\|-0.60\|33.16\|33.83\|32.01\|77324;2026-06-03\|33.59\|1.48\|32.80\|35.14\|32.76\|77319;2026-06-04\|34.16\|1.70\|33.14\|35.85\|32.60\|86032;2026-06-05\|35.09\|2.72\|33.57\|36.82\|32.66\|114953;2026-06-08\|33.28\|-5.16\|33.89\|35.47\|32.98\|87330;2026-06-09\|38.00\|14.18\|34.10\|38.61\|34.10\|184374;2026-06-10\|39.53\|4.03\|38.25\|42.25\|38.10\|172691;2026-06-11\|38.89\|-1.62\|39.77\|39.77\|37.91\|97586;2026-06-12\|38.77\|-0.31\|40.00\|40.89\|38.72\|95220;2026-06-15\|43.80\|12.97\|38.72\|43.98\|38.72\|154819;2026-06-16\|44.60\|1.83\|43.81\|45.45\|43.40\|121406;2026-06-17\|46.79\|4.91\|44.28\|47.20\|43.50\|111579;2026-06-18\|51.59\|10.26\|46.10\|51.88\|45.91\|126983;2026-06-22\|48.82\|-5.37\|51.61\|51.90\|48.23\|140406;2026-06-23\|49.21\|0.80\|48.71\|50.44\|47.32\|116792;2026-06-24\|47.45\|-3.58\|49.51\|49.96\|47.10\|82672;2026-06-25\|45.96\|-3.14\|47.31\|48.51\|45.50\|92586;2026-06-26\|43.00\|-6.44\|45.51\|45.70\|42.69\|86323;2026-06-29\|41.15\|-4.30\|43.27\|43.95\|39.14\|105640;2026-06-30\|42.56\|3.43\|41.01\|42.85\|40.67\|85638;2026-07-01\|44.47\|4.49\|43.72\|48.00\|43.55\|118462;2026-07-02\|42.32\|-4.83\|42.20\|45.95\|42.20\|121141;2026-07-03\|40.82\|-3.54\|42.61\|43.14\|40.30\|95764;2026-07-06\|38.81\|-4.92\|40.48\|42.38\|38.20\|77426;2026-07-07\|38.12\|-1.78\|38.81\|39.83\|37.76\|70756;2026-07-08\|36.41\|-4.49\|38.00\|38.50\|34.95\|77488;2026-07-09\|36.85\|1.21\|36.35\|37.68\|35.00\|61975;2026-07-10\|34.98\|-5.07\|36.92\|38.31\|34.97\|84446;2026-07-13\|30.33\|-13.29\|34.64\|34.69\|30.21\|104162;2026-07-14\|32.36\|6.69\|30.46\|32.58\|30.00\|114063;2026-07-15\|33.52\|3.58\|32.90\|34.86\|32.03\|127671;2026-07-16\|31.19\|-6.95\|32.94\|33.45\|30.83\|89802;2026-07-17\|31.31\|0.38\|30.88\|33.18\|30.01\|161444;2026-07-20\|26.70\|-14.72\|31.66\|32.22\|26.10\|167510;2026-07-21\|28.31\|6.03\|27.38\|28.48\|23.50\|154418;2026-07-22\|29.70\|4.91\|27.61\|30.35\|27.34\|126273;2026-07-23\|32.07\|7.98\|29.72\|33.26\|29.72\|115676;2026-07-24\|32.50\|1.34\|31.75\|33.40\|31.02\|91168;2026-07-27\|33.63\|3.48\|32.66\|33.88\|32.33\|89680;2026-07-28\|31.96\|-4.97\|33.28\|34.40\|31.80\|89247;2026-07-29\|31.50\|-1.44\|32.10\|32.58\|30.39\|88369;2026-07-30\|28.83\|-8.48\|32.00\|32.80\|28.39\|106901;2026-07-31\|30.05\|4.23\|31.01\|32.30\|29.81\|112569;2026-08-03\|28.90\|-3.83\|29.82\|30.50\|28.63\|69856;2026-08-04\|29.26\|1.25\|29.28\|30.44\|28.74\|97240;2026-08-05\|32.66\|11.62\|28.97\|33.35\|28.80\|158078;2026-08-06\|34.00\|4.10\|31.88\|34.25\|31.73\|142090;2026-08-07\|34.34\|1.00\|34.00\|34.88\|32.68\|117807;2026-08-10\|35.54\|3.49\|34.50\|35.95\|33.13\|106260;2026-08-11\|36.65\|3.12\|35.00\|37.30\|34.50\|112522;2026-08-12\|38.95\|6.28\|36.60\|39.80\|36.10\|154823;2026-08-13\|37.17\|-4.57\|38.72\|39.50\|37.10\|128768;2026-08-14\|39.11\|5.22\|37.27\|39.75\|37.10\|104159;2026-08-17\|39.11\|0.00\|40.77\|40.81\|37.05\|107242;2026-08-18\|39.90\|2.02\|39.77\|40.99\|39.11\|92693;2026-08-19\|35.24\|-11.68\|38.01\|39.05\|34.97\|111947;2026-08-20\|35.41\|0.48\|35.64\|36.34\|34.88\|74369;2026-08-21\|36.20\|2.23\|35.00\|36.46\|34.17\|61801;2026-08-24\|35.71\|-1.35\|36.19\|36.72\|34.90\|44140;2026-08-25\|35.63\|-0.22\|35.04\|36.03\|33.19\|57854;2026-08-26\|36.87\|3.48\|35.50\|37.17\|34.46\|78740;2026-08-27\|37.73\|2.33\|36.45\|38.08\|35.54\|105776;2026-08-28\|36.79\|-2.49\|37.20\|39.45\|36.67\|97796;2026-08-31\|37.67\|2.39\|36.02\|37.80\|35.52\|71863;2026-09-01\|36.46\|-3.21\|37.60\|37.95\|36.16\|68535;2026-09-02\|36.68\|0.60\|35.85\|37.94\|35.52\|66701;2026-09-03\|37.40\|1.96\|36.63\|37.86\|36.31\|59358;2026-09-04\|35.56\|-4.92\|38.00\|38.18\|35.00\|72584;2026-09-07\|35.93\|1.04\|36.18\|36.63\|35.21\|76304;2026-09-08\|34.10\|-5.09\|35.85\|35.89\|33.84\|94808;2026-09-09\|33.82\|-0.82\|34.14\|35.18\|33.60\|58729;2026-09-10\|32.92\|-2.66\|33.66\|33.66\|32.48\|59658;2026-09-11\|32.76\|-0.49\|32.54\|33.66\|30.80\|82363;2026-09-14\|33.15\|1.19\|32.11\|33.99\|31.38\|62855;2026-09-15\|32.72\|-1.30\|32.82\|34.37\|32.59\|51872
114655	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431;2026-09-14\|55.20\|-1.41\|55.51\|55.73\|54.33\|85306;2026-09-15\|55.25\|0.09\|54.85\|56.37\|54.80\|95214
114654	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批推动国产存储芯片规模化应用，天德钰作为移动终端整合型单芯片供应商迎来配套升级机遇；涨停缘由：公司产品广泛应用于手机、TWS耳机等终端，存储国产化将带动终端厂商对国产配套芯片的适配与采购意愿提升；资金逻辑：资金挖掘芯片板块中具备消费电子属性的弹性标的，天德钰客户结构稳定，Q2起有望受益于安卓阵营备货回暖；风险提示：消费电子需求复苏不及预期，公司毛利率受终端价格战影响承压，新品放量节奏存在不确定性	公司主营移动智能终端领域整合型单芯片	2026-05-12\|23.82\|0.13\|23.96\|24.20\|23.31\|101178;2026-05-13\|23.83\|0.04\|23.20\|23.95\|23.17\|83623;2026-05-14\|23.70\|-0.55\|23.95\|24.25\|23.28\|93831;2026-05-15\|23.75\|0.21\|23.82\|24.25\|23.41\|100091;2026-05-18\|23.48\|-1.14\|23.45\|24.02\|23.22\|74196;2026-05-19\|24.01\|2.26\|23.26\|24.05\|22.91\|82244;2026-05-20\|24.42\|1.71\|23.81\|24.55\|23.69\|113949;2026-05-21\|23.06\|-5.57\|24.42\|25.00\|22.93\|127744;2026-05-22\|23.99\|4.03\|23.30\|24.10\|23.08\|82037;2026-05-25\|24.80\|3.38\|23.80\|24.88\|23.49\|108502;2026-05-26\|24.42\|-1.53\|24.80\|24.80\|23.50\|108884;2026-05-27\|23.80\|-2.54\|24.49\|24.86\|23.67\|103127;2026-05-28\|24.01\|0.88\|23.66\|24.23\|23.20\|92568;2026-05-29\|21.72\|-9.54\|23.98\|24.17\|21.56\|132988;2026-06-01\|21.78\|0.28\|21.89\|22.47\|21.46\|88206;2026-06-02\|21.24\|-2.48\|21.77\|22.00\|21.12\|66706;2026-06-03\|20.88\|-1.69\|21.31\|21.68\|20.66\|72235;2026-06-04\|20.91\|0.14\|20.44\|21.33\|20.20\|52087;2026-06-05\|20.45\|-2.20\|20.57\|21.00\|19.70\|76612;2026-06-08\|19.66\|-3.86\|19.11\|21.06\|19.01\|102879;2026-06-09\|21.26\|8.14\|20.00\|21.81\|19.20\|134390;2026-06-10\|20.64\|-2.92\|20.85\|21.58\|20.30\|76792;2026-06-11\|20.19\|-2.18\|20.44\|21.03\|19.93\|54505;2026-06-12\|19.77\|-2.08\|20.63\|21.22\|19.38\|79193;2026-06-15\|22.40\|13.30\|19.89\|22.80\|19.78\|145807;2026-06-16\|21.84\|-2.50\|22.01\|22.40\|21.69\|71808;2026-06-17\|22.89\|4.81\|21.69\|23.05\|21.61\|109041;2026-06-18\|22.70\|-0.83\|22.89\|23.03\|22.60\|62201;2026-06-22\|22.57\|-0.57\|22.94\|23.18\|22.03\|79699;2026-06-23\|22.64\|0.31\|22.50\|23.23\|22.09\|85383;2026-06-24\|23.29\|2.87\|22.55\|23.37\|21.98\|103006;2026-06-25\|22.93\|-1.55\|23.22\|23.22\|22.40\|81325;2026-06-26\|22.35\|-2.53\|22.88\|23.06\|21.99\|74347;2026-06-29\|22.14\|-0.94\|22.42\|23.05\|21.32\|88188;2026-06-30\|24.00\|8.40\|22.10\|24.29\|21.83\|125202;2026-07-01\|24.65\|2.71\|24.14\|25.20\|23.81\|145167;2026-07-02\|23.48\|-4.75\|23.98\|25.09\|23.35\|120900;2026-07-03\|22.78\|-2.98\|23.48\|23.48\|22.59\|91761;2026-07-06\|22.71\|-0.31\|23.00\|23.38\|21.82\|98940;2026-07-07\|23.08\|1.63\|22.50\|23.34\|22.24\|102239;2026-07-08\|22.83\|-1.08\|22.80\|23.50\|21.85\|103101;2026-07-09\|23.39\|2.45\|23.00\|23.40\|22.35\|89252;2026-07-10\|22.17\|-5.22\|23.38\|23.87\|22.10\|123779;2026-07-13\|20.38\|-8.07\|22.00\|22.40\|20.30\|98149;2026-07-14\|19.88\|-2.45\|20.50\|20.92\|19.29\|88510;2026-07-15\|19.08\|-4.02\|19.96\|20.20\|18.89\|89509;2026-07-16\|18.29\|-4.14\|18.80\|19.35\|18.22\|89035;2026-07-17\|16.47\|-9.95\|18.28\|18.31\|16.41\|101919;2026-07-20\|16.01\|-2.79\|16.78\|16.80\|15.66\|80970;2026-07-21\|16.97\|6.00\|16.27\|17.14\|15.50\|82890;2026-07-22\|17.07\|0.59\|16.78\|17.78\|16.62\|87222;2026-07-23\|16.68\|-2.28\|17.00\|17.14\|16.43\|50676;2026-07-24\|16.71\|0.18\|16.34\|17.06\|16.34\|51405;2026-07-27\|16.96\|1.50\|16.48\|17.04\|16.35\|47381;2026-07-28\|16.46\|-2.95\|16.75\|16.93\|16.42\|38762;2026-07-29\|17.50\|6.32\|16.56\|17.94\|16.41\|95438;2026-07-30\|16.92\|-3.31\|17.23\|17.38\|16.62\|57207;2026-07-31\|17.19\|1.60\|17.59\|17.82\|17.17\|67400;2026-08-03\|17.17\|-0.12\|17.02\|17.29\|16.95\|37891;2026-08-04\|17.57\|2.33\|17.38\|17.87\|17.20\|53317;2026-08-05\|17.93\|2.05\|17.58\|18.08\|17.48\|60504;2026-08-06\|18.96\|5.74\|19.21\|19.39\|18.41\|131067;2026-08-07\|19.92\|5.06\|18.91\|20.16\|18.81\|125931;2026-08-10\|19.86\|-0.30\|20.17\|20.35\|19.60\|74277;2026-08-11\|19.35\|-2.57\|19.78\|19.82\|19.30\|57239;2026-08-12\|19.88\|2.74\|19.39\|20.14\|19.39\|74418;2026-08-13\|19.45\|-2.16\|20.05\|20.22\|19.45\|70068;2026-08-14\|20.11\|3.39\|19.82\|20.26\|19.62\|82788;2026-08-17\|21.83\|8.55\|20.01\|21.90\|20.01\|90763;2026-08-18\|21.53\|-1.37\|21.75\|22.16\|21.25\|69749;2026-08-19\|20.14\|-5.98\|21.11\|21.43\|20.02\|73400;2026-08-20\|20.39\|1.24\|20.40\|21.18\|20.19\|58185;2026-08-21\|20.10\|-1.42\|20.10\|20.46\|19.97\|50161;2026-08-24\|19.36\|-3.68\|20.19\|20.19\|18.96\|49865;2026-08-25\|19.59\|1.19\|19.20\|19.66\|18.94\|42541;2026-08-26\|19.46\|-0.66\|19.58\|19.71\|19.26\|28799;2026-08-27\|20.16\|3.60\|19.62\|20.26\|19.58\|38715;2026-08-28\|20.18\|0.10\|20.13\|20.52\|20.00\|36825;2026-08-31\|21.34\|5.75\|19.70\|21.44\|19.70\|64016;2026-09-01\|20.98\|-1.69\|21.02\|21.34\|20.75\|40035;2026-09-02\|21.16\|0.86\|20.85\|21.44\|20.66\|51774;2026-09-03\|21.03\|-0.61\|21.30\|21.40\|20.63\|49707;2026-09-04\|20.87\|-0.76\|21.38\|21.38\|20.68\|41412;2026-09-07\|21.48\|2.92\|21.10\|21.71\|21.10\|55738;2026-09-08\|20.89\|-2.75\|21.45\|21.57\|20.80\|41434;2026-09-09\|20.70\|-0.91\|20.95\|21.15\|20.58\|33729;2026-09-10\|20.80\|0.48\|20.59\|20.88\|20.38\|32354;2026-09-11\|20.35\|-2.16\|20.68\|20.70\|19.85\|48862;2026-09-14\|20.79\|2.16\|20.23\|20.90\|19.91\|30320;2026-09-15\|20.57\|-1.06\|20.86\|20.92\|20.42\|28747
114653	证监会批复同意长鑫科技首次公开发行股票注册	业绩增长+先进封装+覆铜板行业原因： 1、据证券时报3月10日报道，TrendForce将一季度DRAM合约价季涨幅由55%-60%上调至90%-95%，NAND Flash由33%-38%上调至55%-60%，供需缺口继续扩大。 2、3月9日，花旗在业绩前瞻中将美光目标价上调至430美元，预计2026年DRAM均价同比升171%、NAND升127%，AI需求驱动存储超级周期。公司原因： 1、据2026年2月14日业绩快报，公司2025年营收11.16亿元、净利2.93亿元，分别同比增16.15%、16.42%，高阶产品占比提升推动利润扩大。 2、据2025年半年波，公司突破了高频、高速、HDI、IC载板等高性能覆铜板用功能填料的核心技术，产品具有低Cut点、低介电损耗、高导热等优良性能，精准满足了高性能覆铜板客户的需求。 3、据2026年2月5日互动易，公司应用于M9级高性能电子电路基板的球硅产品，已与行业主流厂商形成深度合作，并已形成小批量销售。同时，公司的Low α球铝作为先进封装的关键填料，销售呈较快增长趋势，已成为少数能量产供应该材料的厂商之一。 4、据2025年11月7日互动易，公司高性能高速基板用超纯球形二氧化硅项目一期预计2026年一季度试生产，投产后将新增年产能3600吨。	公司配套供应HBM封装材料GMC所用球硅和Low α球铝	2026-05-12\|112.00\|16.56\|96.84\|112.98\|96.78\|159879;2026-05-13\|127.21\|13.58\|108.98\|131.34\|108.02\|203291;2026-05-14\|127.00\|-0.17\|128.52\|131.18\|126.00\|125769;2026-05-15\|122.30\|-3.70\|131.00\|133.17\|120.58\|112682;2026-05-18\|121.19\|-0.91\|122.00\|124.47\|117.36\|89942;2026-05-19\|124.51\|2.74\|118.56\|125.10\|117.02\|85540;2026-05-20\|122.92\|-1.28\|123.02\|125.48\|119.05\|86412;2026-05-21\|117.07\|-4.76\|123.61\|129.90\|117.07\|100199;2026-05-22\|134.85\|15.19\|119.00\|139.90\|117.60\|130418;2026-05-25\|139.99\|3.81\|136.66\|142.58\|133.01\|119708;2026-05-26\|157.50\|12.51\|141.29\|159.98\|138.00\|141870;2026-05-27\|146.89\|-6.74\|160.00\|162.37\|145.06\|125294;2026-05-28\|161.22\|9.76\|148.34\|166.98\|141.50\|125232;2026-05-29\|167.69\|4.01\|159.67\|178.00\|154.00\|138357;2026-06-01\|174.50\|4.06\|178.00\|192.00\|167.80\|173361;2026-06-02\|183.52\|5.17\|176.30\|191.48\|172.80\|112967;2026-06-03\|166.77\|-9.13\|176.00\|179.00\|162.05\|158430;2026-06-04\|168.80\|1.22\|163.97\|174.68\|159.70\|124308;2026-06-05\|157.21\|-6.87\|161.73\|163.69\|153.60\|112520;2026-06-08\|158.97\|1.12\|142.00\|163.36\|142.00\|93017;2026-06-09\|167.54\|5.39\|165.73\|168.77\|158.83\|89276;2026-06-10\|180.19\|7.87\|163.02\|183.87\|162.52\|109851;2026-06-11\|177.66\|-1.40\|177.00\|180.58\|171.39\|71730;2026-06-12\|188.06\|5.85\|188.00\|211.00\|186.00\|109488;2026-06-15\|213.11\|13.32\|200.00\|215.56\|192.00\|95775;2026-06-16\|220.00\|3.23\|213.11\|238.00\|210.00\|107825;2026-06-17\|235.24\|6.93\|215.67\|249.94\|215.67\|93867;2026-06-18\|270.47\|14.98\|232.99\|277.72\|232.00\|88626;2026-06-22\|272.54\|0.77\|278.15\|297.31\|268.00\|141042;2026-06-23\|238.93\|-12.33\|269.25\|269.27\|233.62\|145428;2026-06-24\|246.56\|3.19\|234.65\|249.00\|229.01\|114105;2026-06-25\|269.99\|9.50\|245.00\|278.98\|239.08\|115335;2026-06-26\|265.56\|-1.64\|260.03\|276.00\|251.87\|101607;2026-06-29\|244.98\|-7.75\|265.00\|279.15\|233.80\|132942;2026-06-30\|244.40\|-0.24\|244.99\|246.80\|230.67\|106755;2026-07-01\|231.00\|-5.48\|246.00\|252.00\|226.09\|118976;2026-07-02\|208.78\|-9.62\|215.00\|224.00\|208.12\|100321;2026-07-03\|208.99\|0.10\|206.00\|217.58\|200.88\|86814;2026-07-06\|192.00\|-8.13\|217.30\|217.30\|188.00\|122421;2026-07-07\|189.01\|-1.56\|192.00\|196.00\|185.10\|78372;2026-07-08\|182.06\|-3.68\|191.00\|194.10\|180.60\|62410;2026-07-09\|196.16\|7.74\|188.00\|196.99\|183.08\|94843;2026-07-10\|183.17\|-6.62\|199.70\|205.48\|183.17\|106200;2026-07-13\|165.70\|-9.54\|178.30\|188.88\|164.01\|132889;2026-07-14\|180.32\|8.82\|168.44\|183.17\|168.06\|104111;2026-07-15\|166.31\|-7.77\|183.92\|186.00\|166.05\|94289;2026-07-16\|158.40\|-4.76\|165.25\|172.00\|155.02\|72719;2026-07-17\|141.00\|-10.98\|160.44\|160.68\|140.42\|104860;2026-07-20\|121.79\|-13.62\|146.58\|147.99\|117.60\|125490;2026-07-21\|135.30\|11.09\|127.99\|135.98\|111.12\|138209;2026-07-22\|128.32\|-5.16\|134.01\|138.11\|127.30\|104895;2026-07-23\|127.38\|-0.73\|130.12\|136.31\|125.31\|83409;2026-07-24\|123.50\|-3.05\|125.50\|128.40\|121.37\|69001;2026-07-27\|131.78\|6.70\|124.21\|132.11\|120.94\|87790;2026-07-28\|118.76\|-9.88\|126.00\|130.29\|117.52\|84114;2026-07-29\|115.88\|-2.43\|119.99\|122.80\|108.30\|107028;2026-07-30\|104.76\|-9.60\|115.62\|116.67\|103.33\|101872;2026-07-31\|107.32\|2.44\|117.00\|119.43\|107.13\|104092;2026-08-03\|100.20\|-6.63\|106.10\|108.15\|98.78\|94634;2026-08-04\|111.18\|10.96\|102.95\|112.60\|100.90\|97538;2026-08-05\|125.05\|12.48\|109.95\|127.98\|109.05\|136273;2026-08-06\|136.08\|8.82\|121.02\|139.75\|121.02\|165290;2026-08-07\|151.70\|11.48\|136.35\|154.23\|136.35\|187840;2026-08-10\|148.30\|-2.24\|151.78\|156.70\|142.78\|152325;2026-08-11\|143.46\|-3.26\|145.63\|148.68\|141.66\|112973;2026-08-12\|165.00\|15.01\|144.02\|165.00\|142.23\|166185;2026-08-13\|162.22\|-1.68\|166.00\|175.98\|160.10\|191068;2026-08-14\|164.65\|1.50\|162.78\|166.92\|158.00\|126865;2026-08-17\|166.47\|1.11\|158.50\|168.94\|155.00\|183660;2026-08-18\|160.00\|-3.89\|166.00\|166.00\|156.51\|134717;2026-08-19\|140.25\|-12.34\|152.01\|155.59\|139.00\|156238;2026-08-20\|142.57\|1.65\|144.00\|147.00\|138.88\|103490;2026-08-21\|145.31\|1.92\|143.44\|151.38\|137.18\|127984;2026-08-24\|139.14\|-4.25\|142.01\|145.50\|134.25\|101747;2026-08-25\|145.75\|4.75\|135.10\|146.99\|130.22\|149104;2026-08-26\|155.20\|6.48\|145.49\|157.98\|141.10\|203619;2026-08-27\|186.24\|20.00\|158.14\|186.24\|158.00\|218402;2026-08-28\|189.90\|1.97\|198.77\|202.88\|189.07\|259044;2026-08-31\|193.00\|1.63\|181.02\|202.00\|181.02\|205534;2026-09-01\|176.16\|-8.73\|190.90\|191.01\|175.55\|171198;2026-09-02\|177.05\|0.51\|172.90\|184.37\|172.90\|140370;2026-09-03\|168.00\|-5.11\|181.00\|182.50\|164.12\|162190;2026-09-04\|163.68\|-2.57\|171.36\|174.97\|161.36\|120829;2026-09-07\|175.50\|7.22\|166.66\|177.94\|164.46\|183534;2026-09-08\|167.69\|-4.45\|175.00\|177.79\|166.00\|135902;2026-09-09\|181.79\|8.41\|169.99\|182.00\|168.10\|176250;2026-09-10\|183.37\|0.87\|178.00\|191.66\|178.00\|169472;2026-09-11\|178.69\|-2.55\|179.02\|184.50\|168.77\|155848;2026-09-14\|175.99\|-1.51\|170.20\|179.60\|162.20\|134084;2026-09-15\|179.49\|1.99\|176.15\|188.70\|175.91\|143172
114652	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批叠加光伏储能景气度回升，必易微收购兴感半导体切入电流传感器赛道；涨停缘由：公司拟收购兴感半导体，其电流传感器产品广泛应用于光伏逆变器与储能系统，与长鑫存储在新能源场景形成交叉应用；资金逻辑：资金关注具备并购整合能力与能源链属性的芯片标的，必易微在电源管理+传感器双赛道布局清晰，估值具备修复空间；风险提示：并购事项尚待监管审批，整合效果存在不确定性；光伏与储能政策变动可能影响下游需求	公司主营电源管理芯片和电机驱动控制芯片，拟2.95亿元收购兴感半导体100%股权，标的是高性能传感器芯片设计公司，以电流传感器为核心，产品应用于光伏逆变器、储能系统等场景	2026-05-12\|65.84\|-1.36\|66.63\|66.76\|63.60\|26095;2026-05-13\|66.85\|1.53\|65.01\|67.30\|64.08\|24480;2026-05-14\|70.50\|5.46\|66.96\|72.14\|66.76\|41727;2026-05-15\|69.49\|-1.43\|70.88\|72.12\|67.50\|43775;2026-05-18\|70.43\|1.35\|68.56\|71.39\|68.26\|31178;2026-05-19\|70.20\|-0.33\|70.06\|70.29\|67.08\|33536;2026-05-20\|73.23\|4.32\|69.78\|73.32\|69.01\|31134;2026-05-21\|66.88\|-8.67\|73.28\|73.41\|66.61\|38262;2026-05-22\|71.71\|7.22\|68.07\|71.98\|67.07\|32393;2026-05-25\|72.79\|1.51\|71.16\|73.32\|69.71\|27074;2026-05-26\|68.00\|-6.58\|72.07\|72.07\|66.10\|36812;2026-05-27\|66.75\|-1.84\|67.50\|70.23\|66.00\|35085;2026-05-28\|68.89\|3.21\|66.97\|69.20\|65.38\|24102;2026-05-29\|63.86\|-7.30\|69.30\|69.80\|63.34\|30298;2026-06-01\|65.06\|1.88\|64.94\|67.44\|64.00\|37477;2026-06-02\|63.90\|-1.78\|65.06\|65.64\|62.12\|20601;2026-06-03\|66.60\|4.23\|63.89\|66.89\|63.89\|26225;2026-06-04\|66.11\|-0.74\|63.44\|67.39\|62.02\|25206;2026-06-05\|68.45\|3.54\|66.00\|71.37\|64.64\|29790;2026-06-08\|62.56\|-8.60\|64.00\|65.10\|61.50\|31641;2026-06-09\|65.25\|4.30\|64.33\|66.53\|62.83\|24904;2026-06-10\|67.45\|3.37\|64.52\|68.57\|64.06\|23153;2026-06-11\|69.90\|3.63\|68.80\|69.90\|66.47\|23452;2026-06-12\|67.61\|-3.28\|70.55\|71.87\|67.08\|32935;2026-06-15\|77.40\|14.48\|68.00\|77.50\|68.00\|42690;2026-06-16\|78.40\|1.29\|76.34\|79.20\|75.18\|45281;2026-06-17\|78.55\|0.19\|77.62\|79.50\|76.89\|32087;2026-06-18\|79.05\|0.64\|78.21\|81.30\|77.53\|27455;2026-06-22\|76.80\|-2.85\|80.10\|81.17\|74.91\|28366;2026-06-23\|80.21\|4.44\|77.49\|82.56\|76.66\|32183;2026-06-24\|80.33\|0.15\|79.41\|81.47\|77.95\|24089;2026-06-25\|80.00\|-0.41\|81.04\|83.00\|78.81\|22741;2026-06-26\|78.29\|-2.14\|79.00\|80.99\|77.09\|22332;2026-06-29\|76.36\|-2.47\|78.00\|79.73\|72.84\|23629;2026-06-30\|80.78\|5.79\|76.40\|81.10\|76.02\|27337;2026-07-01\|78.80\|-2.45\|81.30\|83.25\|78.01\|29476;2026-07-02\|75.50\|-4.19\|76.96\|79.99\|74.02\|22415;2026-07-03\|73.50\|-2.65\|74.71\|76.78\|73.03\|21678;2026-07-06\|72.00\|-2.04\|74.00\|74.86\|69.04\|20520;2026-07-07\|70.96\|-1.44\|69.29\|73.59\|69.03\|19676;2026-07-08\|70.62\|-0.48\|69.33\|73.58\|67.78\|21495;2026-07-09\|72.95\|3.30\|71.41\|73.21\|68.50\|21637;2026-07-10\|71.31\|-2.25\|72.63\|77.77\|71.00\|23642;2026-07-13\|63.03\|-11.61\|69.81\|70.99\|62.09\|29114;2026-07-14\|63.15\|0.19\|63.73\|65.00\|59.41\|24194;2026-07-15\|61.57\|-2.50\|64.20\|65.18\|60.73\|21305;2026-07-16\|57.48\|-6.64\|60.33\|62.36\|57.48\|21521;2026-07-17\|52.00\|-9.53\|56.85\|58.50\|50.12\|24307;2026-07-20\|47.99\|-7.71\|54.13\|54.59\|47.05\|24351;2026-07-21\|51.85\|8.04\|48.89\|52.47\|42.01\|37064;2026-07-22\|51.18\|-1.29\|51.25\|53.70\|50.66\|26757;2026-07-23\|49.85\|-2.60\|52.10\|52.72\|49.01\|19994;2026-07-24\|49.92\|0.14\|48.72\|50.99\|48.72\|19633;2026-07-27\|52.49\|5.15\|49.25\|52.50\|48.50\|24522;2026-07-28\|48.37\|-7.85\|51.39\|52.55\|47.80\|24870;2026-07-29\|47.57\|-1.65\|48.37\|49.09\|45.61\|20030;2026-07-30\|44.56\|-6.33\|47.46\|47.48\|44.00\|19497;2026-07-31\|46.80\|5.03\|47.86\|49.28\|46.80\|19223;2026-08-03\|46.19\|-1.30\|46.37\|48.93\|45.60\|29865;2026-08-04\|49.09\|6.28\|46.44\|49.52\|46.29\|18489;2026-08-05\|51.53\|4.97\|49.33\|52.12\|48.65\|19108;2026-08-06\|53.02\|2.89\|50.45\|53.20\|50.20\|17089;2026-08-07\|56.18\|5.96\|53.00\|57.20\|52.44\|27505;2026-08-10\|55.00\|-2.10\|57.30\|57.30\|53.70\|20042;2026-08-11\|55.40\|0.73\|54.35\|57.09\|53.91\|19757;2026-08-12\|58.41\|5.43\|54.29\|58.95\|54.29\|22543;2026-08-13\|62.00\|6.15\|59.57\|67.65\|58.43\|45245;2026-08-14\|62.36\|0.58\|61.62\|63.08\|60.80\|28070;2026-08-17\|63.87\|2.42\|63.32\|64.28\|60.95\|38045;2026-08-18\|66.21\|3.66\|63.86\|68.55\|63.18\|32918;2026-08-19\|60.96\|-7.93\|64.11\|65.58\|60.39\|28346;2026-08-20\|61.26\|0.49\|61.18\|63.17\|60.01\|30126;2026-08-21\|60.10\|-1.89\|60.53\|61.40\|59.18\|27888;2026-08-24\|58.00\|-3.49\|59.68\|60.46\|56.42\|20054;2026-08-25\|57.91\|-0.16\|57.00\|58.20\|54.74\|16977;2026-08-26\|56.82\|-1.88\|57.34\|59.06\|55.71\|16563;2026-08-27\|59.09\|4.00\|57.15\|59.67\|56.55\|20784;2026-08-28\|57.91\|-2.00\|58.50\|60.37\|57.90\|15663;2026-08-31\|60.57\|4.59\|57.02\|61.00\|56.52\|21853;2026-09-01\|57.04\|-5.83\|60.00\|60.39\|56.50\|28847;2026-09-02\|56.23\|-1.42\|56.30\|57.70\|55.83\|17668;2026-09-03\|56.25\|0.04\|56.63\|57.36\|55.51\|16486;2026-09-04\|55.28\|-1.72\|57.48\|58.88\|54.71\|20083;2026-09-07\|55.24\|-0.07\|55.88\|56.38\|54.90\|16879;2026-09-08\|54.53\|-1.29\|55.68\|55.98\|54.18\|14188;2026-09-09\|55.03\|0.92\|54.65\|56.64\|54.22\|16190;2026-09-10\|54.00\|-1.87\|54.51\|54.89\|53.75\|11309;2026-09-11\|52.90\|-2.04\|53.40\|53.87\|51.20\|12243;2026-09-14\|54.42\|2.87\|52.90\|54.45\|51.75\|12997;2026-09-15\|54.30\|-0.22\|54.66\|55.66\|53.65\|12224
114651	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：深度绑定长江存储扩产链，中昊英芯股权增持计划强化协同；涨停缘由：持有中昊英芯5.91%股权并拟增持至9.73%，中昊英芯为长江存储重要IP授权及设计服务伙伴，直接受益于其产能扩张与技术迭代；资金逻辑：小市值+高弹性标的，主力资金快速介入，单日成交额达近三月均值2.3倍，显示主题资金聚焦芯片设计侧；风险提示：参股比例较低，中昊英芯经营及盈利情况未公开披露，投资收益存在较大不确定性	公司持有中昊英芯5.9076%股权，并计划增持至9.7346%	2026-05-12\|43.86\|2.36\|42.79\|45.10\|42.20\|63832;2026-05-13\|43.97\|0.25\|43.68\|44.65\|43.16\|56912;2026-05-14\|43.95\|-0.05\|44.32\|45.20\|43.83\|41548;2026-05-15\|42.43\|-3.46\|43.54\|44.31\|41.88\|58104;2026-05-18\|42.83\|0.94\|42.16\|44.39\|42.16\|48131;2026-05-19\|43.98\|2.69\|42.32\|44.16\|42.32\|31307;2026-05-20\|41.82\|-4.91\|43.74\|44.50\|41.70\|46801;2026-05-21\|38.93\|-6.91\|41.87\|42.17\|38.73\|67842;2026-05-22\|39.11\|0.46\|39.05\|39.82\|38.89\|34325;2026-05-25\|37.00\|-5.39\|39.08\|39.42\|36.48\|60850;2026-05-26\|35.71\|-3.49\|36.53\|36.99\|35.11\|43704;2026-05-27\|34.18\|-4.28\|36.07\|36.17\|33.80\|42932;2026-05-28\|36.73\|7.46\|34.18\|37.36\|34.07\|74841;2026-05-29\|34.66\|-5.64\|36.56\|37.81\|34.51\|38949;2026-06-01\|35.69\|2.97\|34.86\|36.93\|34.28\|42708;2026-06-02\|35.09\|-1.68\|35.64\|35.79\|34.16\|27479;2026-06-03\|33.60\|-4.25\|34.98\|34.98\|33.38\|41187;2026-06-04\|33.90\|0.89\|33.19\|34.78\|33.00\|32332;2026-06-05\|23.40\|0.26\|23.33\|24.10\|22.80\|36007;2026-06-08\|22.53\|-3.72\|22.78\|23.25\|21.58\|53820;2026-06-09\|22.97\|1.95\|22.90\|23.45\|22.54\|32250;2026-06-10\|22.96\|-0.04\|22.68\|23.44\|22.34\|33537;2026-06-11\|21.81\|-5.01\|22.64\|23.27\|21.33\|57523;2026-06-12\|22.64\|3.81\|22.00\|22.90\|22.00\|53686;2026-06-15\|25.96\|14.66\|22.42\|26.15\|22.21\|101211;2026-06-16\|26.60\|2.47\|26.00\|26.85\|25.02\|72468;2026-06-17\|25.37\|-4.62\|26.33\|26.52\|24.99\|54466;2026-06-18\|25.02\|-1.38\|25.11\|25.67\|24.74\|34096;2026-06-22\|25.03\|0.04\|24.77\|25.06\|24.01\|51805;2026-06-23\|25.09\|0.24\|24.80\|25.68\|24.56\|40142;2026-06-24\|27.14\|8.17\|24.84\|27.84\|24.70\|96655;2026-06-25\|26.73\|-1.51\|26.85\|28.69\|26.60\|98713;2026-06-26\|24.87\|-6.96\|26.82\|26.82\|24.76\|84721;2026-06-29\|26.51\|6.59\|24.87\|28.95\|24.87\|149305;2026-06-30\|26.25\|-0.98\|26.23\|26.70\|25.86\|79508;2026-07-01\|26.94\|2.63\|27.00\|27.74\|26.12\|106383;2026-07-02\|27.87\|3.45\|26.63\|28.78\|26.43\|108610;2026-07-03\|28.96\|3.91\|27.88\|29.66\|27.66\|98577;2026-07-06\|28.91\|-0.17\|29.05\|29.46\|28.03\|63655;2026-07-07\|27.86\|-3.63\|28.82\|29.41\|27.62\|61712;2026-07-08\|26.65\|-4.34\|27.73\|28.50\|26.20\|78465;2026-07-09\|26.90\|0.94\|26.53\|26.99\|24.50\|107011;2026-07-10\|25.51\|-5.17\|26.94\|27.13\|25.50\|80460;2026-07-13\|22.17\|-13.09\|25.30\|25.30\|22.00\|124484;2026-07-14\|26.60\|19.98\|22.11\|26.60\|21.81\|191708;2026-07-15\|25.89\|-2.67\|26.34\|28.66\|25.43\|245773;2026-07-16\|24.99\|-3.48\|25.88\|26.04\|24.80\|120535;2026-07-17\|23.45\|-6.16\|25.23\|25.44\|22.54\|99330;2026-07-20\|21.44\|-8.57\|23.88\|24.03\|20.80\|128249;2026-07-21\|22.96\|7.09\|22.00\|23.10\|20.41\|116655;2026-07-22\|21.98\|-4.27\|22.84\|22.93\|21.88\|70682;2026-07-23\|21.85\|-0.59\|22.10\|22.20\|21.29\|46586;2026-07-24\|20.63\|-5.58\|21.60\|21.96\|20.52\|59503;2026-07-27\|21.90\|6.16\|20.54\|22.29\|20.39\|79091;2026-07-28\|20.82\|-4.93\|21.44\|21.70\|20.73\|49498;2026-07-29\|20.35\|-2.26\|20.97\|20.97\|19.90\|62390;2026-07-30\|21.11\|3.73\|20.70\|21.81\|20.15\|91235;2026-07-31\|22.13\|4.83\|21.86\|23.00\|21.27\|96198;2026-08-03\|21.68\|-2.03\|21.64\|22.08\|21.60\|50651;2026-08-04\|22.39\|3.27\|21.88\|22.47\|21.66\|53489;2026-08-05\|23.94\|6.92\|22.39\|24.39\|22.18\|101307;2026-08-06\|23.90\|-0.17\|23.61\|24.18\|23.41\|48322;2026-08-07\|23.70\|-0.84\|23.72\|24.23\|23.25\|54573;2026-08-10\|23.79\|0.38\|23.70\|23.91\|23.08\|51609;2026-08-11\|24.88\|4.58\|23.50\|25.10\|23.50\|72930;2026-08-12\|25.08\|0.80\|24.89\|25.38\|24.65\|70390;2026-08-13\|24.70\|-1.52\|24.88\|25.42\|24.65\|62694;2026-08-14\|25.08\|1.54\|24.81\|25.29\|24.41\|47698;2026-08-17\|24.90\|-0.72\|25.01\|25.80\|24.53\|54525;2026-08-18\|24.03\|-3.49\|24.83\|24.83\|23.76\|62966;2026-08-19\|22.80\|-5.12\|23.49\|24.20\|22.74\|61874;2026-08-20\|23.54\|3.25\|23.05\|23.82\|22.63\|50408;2026-08-21\|23.30\|-1.02\|23.40\|23.70\|23.02\|57729;2026-08-24\|22.34\|-4.12\|23.11\|23.29\|21.76\|74508;2026-08-25\|22.67\|1.48\|22.20\|22.73\|21.75\|44381;2026-08-26\|22.33\|-1.50\|22.49\|22.78\|21.95\|39843;2026-08-27\|22.43\|0.45\|22.12\|22.50\|21.85\|45512;2026-08-28\|21.08\|-6.02\|21.40\|22.08\|21.05\|85705;2026-08-31\|21.64\|2.66\|20.79\|21.74\|20.61\|47668;2026-09-01\|21.76\|0.55\|21.76\|22.59\|21.57\|50861;2026-09-02\|22.32\|2.57\|21.50\|22.60\|21.13\|61289;2026-09-03\|22.02\|-1.34\|22.43\|22.77\|21.87\|47687;2026-09-04\|21.64\|-1.73\|22.08\|22.43\|21.42\|39398;2026-09-07\|21.42\|-1.02\|21.64\|21.91\|21.37\|32272;2026-09-08\|21.21\|-0.98\|21.42\|21.64\|21.05\|29301;2026-09-09\|21.38\|0.80\|21.19\|21.91\|21.01\|43146;2026-09-10\|20.99\|-1.82\|21.18\|21.28\|20.88\|28220;2026-09-11\|20.33\|-3.14\|20.83\|20.83\|19.68\|53376;2026-09-14\|19.55\|-3.84\|20.23\|20.27\|19.44\|44443;2026-09-15\|18.45\|-5.63\|19.35\|19.53\|18.41\|52845
114650	证监会批复同意长鑫科技首次公开发行股票注册	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985;2026-07-20\|23.92\|-9.80\|27.30\|27.99\|23.18\|118338;2026-07-21\|26.28\|9.87\|24.12\|27.10\|20.73\|146901;2026-07-22\|25.24\|-3.96\|25.61\|26.32\|24.29\|113304;2026-07-23\|24.96\|-1.11\|25.71\|26.08\|24.40\|72816;2026-07-24\|24.70\|-1.04\|24.70\|25.88\|24.15\|149533;2026-07-27\|26.28\|6.40\|24.93\|26.35\|23.92\|141792;2026-07-28\|23.63\|-10.08\|25.80\|26.27\|23.30\|141324;2026-07-29\|23.63\|0.00\|23.70\|24.03\|22.40\|144462;2026-07-30\|21.85\|-7.53\|23.92\|23.92\|21.37\|132655;2026-07-31\|22.75\|4.12\|23.88\|25.09\|22.51\|180343;2026-08-03\|23.20\|1.98\|22.49\|24.31\|22.49\|140964;2026-08-04\|24.50\|5.60\|23.59\|24.80\|23.05\|131437;2026-08-05\|26.13\|6.65\|24.07\|26.42\|24.03\|183450;2026-08-06\|27.05\|3.52\|25.86\|27.40\|25.71\|172821;2026-08-07\|28.75\|6.28\|27.20\|29.28\|26.57\|206371;2026-08-10\|27.33\|-4.94\|29.00\|29.17\|26.53\|176751;2026-08-11\|27.26\|-0.26\|26.70\|28.03\|26.59\|128022;2026-08-12\|28.15\|3.26\|27.20\|28.52\|27.20\|119680;2026-08-13\|27.33\|-2.91\|28.39\|29.46\|27.33\|142600;2026-08-14\|28.99\|6.07\|28.00\|30.93\|27.55\|199001;2026-08-17\|30.90\|6.59\|28.95\|31.06\|28.53\|186523;2026-08-18\|30.31\|-1.91\|30.50\|31.31\|29.51\|172376;2026-08-19\|29.51\|-2.64\|30.14\|33.88\|29.01\|315466;2026-08-20\|29.66\|0.51\|30.01\|30.80\|27.98\|229298;2026-08-21\|29.34\|-1.08\|29.00\|30.85\|28.64\|182263;2026-08-24\|26.95\|-8.15\|29.27\|29.27\|26.20\|209395;2026-08-25\|27.19\|0.89\|26.66\|28.04\|25.32\|142500;2026-08-26\|26.69\|-1.84\|27.80\|27.91\|25.79\|110564;2026-08-27\|27.59\|3.37\|26.91\|27.98\|26.02\|137735;2026-08-28\|26.70\|-3.23\|27.59\|28.28\|26.65\|110370;2026-08-31\|27.27\|2.13\|26.09\|27.58\|25.88\|103653;2026-09-01\|25.82\|-5.32\|27.47\|27.53\|25.52\|118211;2026-09-02\|25.50\|-1.24\|25.11\|26.19\|25.11\|94224;2026-09-03\|25.51\|0.04\|25.65\|26.11\|24.88\|98419;2026-09-04\|24.74\|-3.02\|25.90\|26.95\|24.47\|134827;2026-09-07\|25.61\|3.52\|25.01\|25.80\|24.30\|90328;2026-09-08\|25.27\|-1.33\|25.42\|26.08\|25.08\|75707;2026-09-09\|25.55\|1.11\|25.30\|26.09\|25.07\|83153;2026-09-10\|25.33\|-0.86\|25.25\|25.96\|25.05\|61599;2026-09-11\|25.02\|-1.22\|25.06\|25.30\|23.79\|90631;2026-09-14\|25.53\|2.04\|24.66\|26.76\|24.08\|144365;2026-09-15\|25.78\|0.98\|25.17\|26.45\|25.17\|99873
114649	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批带动AI芯片与RISC-V生态关注度提升，中科蓝讯持有摩尔线程股权并深耕RISC-V音频芯片；涨停缘由：公司为RISC-V音频SoC龙头，直接持股摩尔线程，后者为国产GPU/AI芯片代表企业，受益于AI算力基建加速；资金逻辑：资金沿AI芯片主线向上游IP与投资端延伸，中科蓝讯兼具技术落地能力与产业资本属性，获主题资金博弈；风险提示：摩尔线程尚未上市，持股价值存在估值不确定性；音频SoC市场竞争加剧，毛利率面临压力	公司直接持有摩尔线程智能科技（北京）股份有限公司134.04万股，占其首次公开发行前总股本的0.34%	2026-05-12\|127.19\|6.35\|123.00\|132.86\|122.00\|58030;2026-05-13\|134.18\|5.50\|127.19\|135.00\|125.50\|48667;2026-05-14\|133.14\|-0.78\|134.82\|135.78\|131.07\|33882;2026-05-15\|131.33\|-1.36\|132.65\|133.88\|128.51\|31910;2026-05-18\|92.06\|5.34\|86.90\|92.62\|84.80\|60638;2026-05-19\|94.38\|2.52\|92.00\|95.88\|89.08\|60293;2026-05-20\|95.24\|0.91\|93.81\|96.90\|91.12\|61158;2026-05-21\|90.28\|-5.21\|95.66\|96.28\|90.20\|51224;2026-05-22\|90.26\|-0.02\|90.79\|92.53\|89.72\|34717;2026-05-25\|90.39\|0.14\|90.01\|91.36\|89.20\|33399;2026-05-26\|92.16\|1.96\|90.00\|92.16\|86.86\|45010;2026-05-27\|97.34\|5.62\|93.79\|102.49\|93.20\|93203;2026-05-28\|101.27\|4.04\|97.55\|102.45\|93.43\|72598;2026-05-29\|94.47\|-6.71\|100.20\|102.33\|93.55\|61218;2026-06-01\|92.40\|-2.19\|94.41\|95.52\|91.75\|41537;2026-06-02\|94.42\|2.19\|92.40\|94.55\|90.12\|43545;2026-06-03\|90.96\|-3.66\|94.03\|94.83\|89.80\|55159;2026-06-04\|89.30\|-1.82\|90.15\|91.43\|88.00\|39114;2026-06-05\|87.60\|-1.90\|89.00\|90.13\|86.45\|35581;2026-06-08\|92.05\|5.08\|84.00\|93.88\|83.01\|78868;2026-06-09\|96.19\|4.50\|92.19\|99.99\|89.24\|81087;2026-06-10\|92.05\|-4.30\|94.79\|95.63\|90.80\|42222;2026-06-11\|97.40\|5.81\|90.01\|98.80\|90.01\|88439;2026-06-12\|101.40\|4.11\|101.90\|102.99\|96.03\|92978;2026-06-15\|116.80\|15.19\|101.99\|117.98\|100.00\|106723;2026-06-16\|118.20\|1.20\|116.91\|126.58\|116.91\|103487;2026-06-17\|127.54\|7.90\|115.11\|127.60\|114.00\|70732;2026-06-18\|128.00\|0.36\|127.13\|129.28\|123.00\|59077;2026-06-22\|135.63\|5.96\|129.80\|138.40\|126.00\|70828;2026-06-23\|139.00\|2.48\|134.88\|144.58\|132.91\|68614;2026-06-24\|151.20\|8.78\|138.00\|153.80\|137.00\|64781;2026-06-25\|157.00\|3.84\|149.80\|159.20\|145.60\|59092;2026-06-26\|153.14\|-2.46\|155.24\|157.98\|147.00\|63074;2026-06-29\|145.03\|-5.30\|151.50\|157.77\|143.10\|65901;2026-06-30\|157.50\|8.60\|146.79\|159.42\|143.17\|63834;2026-07-01\|154.20\|-2.10\|158.50\|162.42\|151.00\|49282;2026-07-02\|149.32\|-3.16\|149.58\|161.50\|147.00\|48299;2026-07-03\|147.11\|-1.48\|150.98\|154.30\|142.30\|47313;2026-07-06\|133.64\|-9.16\|148.88\|150.57\|131.00\|65333;2026-07-07\|136.80\|2.36\|133.06\|137.00\|127.00\|57168;2026-07-08\|138.51\|1.25\|135.32\|146.49\|134.01\|61075;2026-07-09\|148.32\|7.08\|141.68\|148.60\|137.23\|46115;2026-07-10\|137.05\|-7.60\|149.29\|149.82\|137.02\|46450;2026-07-13\|123.30\|-10.03\|134.02\|138.49\|122.00\|60203;2026-07-14\|122.78\|-0.42\|124.51\|124.51\|115.11\|51810;2026-07-15\|115.09\|-6.26\|122.78\|124.50\|113.78\|42634;2026-07-16\|108.18\|-6.00\|113.56\|119.80\|106.26\|68874;2026-07-17\|91.88\|-15.07\|109.05\|109.85\|91.66\|75003;2026-07-20\|81.72\|-11.06\|95.59\|96.27\|78.59\|79680;2026-07-21\|86.10\|5.36\|82.18\|86.59\|72.71\|89714;2026-07-22\|91.11\|5.82\|86.10\|96.93\|84.92\|89821;2026-07-23\|85.21\|-6.48\|92.00\|92.67\|84.10\|61065;2026-07-24\|84.15\|-1.24\|83.48\|86.71\|82.92\|40217;2026-07-27\|84.67\|0.62\|84.25\|85.29\|80.80\|35402;2026-07-28\|78.07\|-7.79\|81.91\|83.85\|77.20\|41371;2026-07-29\|80.93\|3.66\|78.79\|80.98\|74.73\|65685;2026-07-30\|73.25\|-9.49\|79.22\|80.90\|72.00\|69376;2026-07-31\|81.20\|10.85\|78.99\|84.88\|78.10\|76565;2026-08-03\|78.80\|-2.96\|79.50\|82.21\|76.44\|52695;2026-08-04\|81.37\|3.26\|79.86\|82.88\|78.75\|48235;2026-08-05\|85.50\|5.08\|81.49\|87.65\|80.71\|61359;2026-08-06\|86.74\|1.45\|83.92\|88.87\|82.80\|52006;2026-08-07\|88.50\|2.03\|86.79\|89.37\|85.55\|49883;2026-08-10\|86.95\|-1.75\|88.78\|89.12\|85.30\|41593;2026-08-11\|89.18\|2.56\|86.30\|90.91\|86.00\|46587;2026-08-12\|91.49\|2.59\|90.43\|93.26\|88.19\|39551;2026-08-13\|89.27\|-2.43\|92.90\|95.08\|89.16\|42738;2026-08-14\|92.72\|3.86\|90.12\|92.80\|89.80\|34589;2026-08-17\|100.98\|8.91\|94.77\|100.98\|93.22\|54697;2026-08-18\|103.19\|2.19\|100.88\|104.66\|98.75\|53812;2026-08-19\|88.31\|-14.42\|99.80\|102.00\|87.50\|97909;2026-08-20\|91.41\|3.51\|90.00\|92.21\|88.02\|51778;2026-08-21\|91.12\|-0.32\|90.27\|93.28\|89.00\|33766;2026-08-24\|88.86\|-2.48\|91.29\|93.26\|86.79\|39064;2026-08-25\|87.85\|-1.14\|86.01\|88.98\|83.82\|48279;2026-08-26\|87.53\|-0.36\|87.85\|88.99\|86.23\|36038;2026-08-27\|92.41\|5.58\|87.95\|93.91\|87.95\|44948;2026-08-28\|95.07\|2.88\|91.86\|97.77\|90.80\|51351;2026-08-31\|96.29\|1.28\|93.18\|96.66\|92.20\|41962;2026-09-01\|94.45\|-1.91\|95.80\|97.30\|93.81\|32901;2026-09-02\|97.68\|3.42\|93.15\|98.56\|93.15\|64392;2026-09-03\|97.33\|-0.36\|96.80\|98.00\|92.70\|64621;2026-09-04\|92.59\|-4.87\|97.33\|98.00\|91.71\|50507;2026-09-07\|98.53\|6.42\|92.90\|99.88\|92.59\|84727;2026-09-08\|97.70\|-0.84\|99.88\|101.33\|96.70\|51102;2026-09-09\|94.50\|-3.28\|97.70\|98.70\|93.56\|40779;2026-09-10\|90.28\|-4.47\|93.71\|94.40\|90.18\|41209;2026-09-11\|86.02\|-4.72\|89.00\|89.74\|82.81\|53532;2026-09-14\|85.24\|-0.91\|85.90\|86.23\|82.44\|41248;2026-09-15\|87.70\|2.89\|85.76\|89.66\|83.60\|41278
114648	证监会批复同意长鑫科技首次公开发行股票注册	玻璃基板+先进封装+三星供应链行业原因：据兴业证券6月11日研报，AI算力需求爆发推动先进封装技术迭代，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月3日异常波动公告，近期资本市场对“玻璃基板”概念关注度较高；据2026年6月1日投资者关系活动记录表，公司开展玻璃基板代加工业务，12寸玻璃晶圆已批量出货，310310和515510等尺寸玻璃基板小批量出货。 2、据2025年年度报告，公司掌握TGV工艺，可实现微小孔径通孔及盲孔处理；拥有TO至TOLL、PDFNCLIP等先进封装技术，产品覆盖IGBT、SiC与GaN功率器件并已批量生产。 3、据2026年6月1日投资者关系活动记录表，公司通过收购股权已成功切入三星供应链体系，手机摄像模组用软膜滤光片持续量产；据2026年6月3日异常波动公告，该业务2025年销售收入占公司总营收比重不足2.50%。	1、公司自主开发TGV 玻璃通孔工艺，通过激光诱导与湿法腐蚀实现最小10μm孔径加工，为半导体封测、MEMS及AI芯片3D堆叠提供核心玻璃基板制程能力； 2、公司开发了光刻用掩模版衬底并已开始送样，这是光刻工序中的关键耗材。同时，公司为生产需要引进了先进的光刻设备（如用于新产品开发的12英寸90nm节点KrF光刻机）	2026-05-12\|17.64\|4.88\|16.86\|18.13\|16.44\|193688;2026-05-13\|17.47\|-0.96\|17.37\|17.75\|17.00\|159162;2026-05-14\|18.87\|8.01\|17.54\|19.87\|17.34\|267502;2026-05-15\|17.53\|-7.10\|18.45\|19.16\|17.33\|220658;2026-05-18\|18.10\|3.25\|17.59\|18.38\|17.10\|170296;2026-05-19\|18.54\|2.43\|17.80\|19.12\|17.56\|146253;2026-05-20\|18.79\|1.35\|18.41\|18.90\|17.77\|156602;2026-05-21\|20.63\|9.79\|19.68\|22.55\|19.47\|678378;2026-05-22\|23.10\|11.97\|21.63\|24.12\|21.40\|609818;2026-05-25\|23.84\|3.20\|22.81\|24.08\|21.84\|489945;2026-05-26\|24.56\|3.02\|23.91\|24.59\|21.90\|433291;2026-05-27\|22.60\|-7.98\|25.62\|25.92\|22.01\|559521;2026-05-28\|22.19\|-1.81\|22.00\|23.20\|21.46\|354964;2026-05-29\|20.59\|-7.21\|22.26\|22.58\|20.59\|303918;2026-06-01\|22.30\|8.30\|20.60\|23.67\|19.98\|328681;2026-06-02\|26.76\|20.00\|24.76\|26.76\|24.71\|207858;2026-06-03\|30.20\|12.86\|29.00\|31.00\|28.01\|631669;2026-06-04\|31.85\|5.46\|28.62\|33.85\|28.62\|498816;2026-06-05\|31.10\|-2.35\|31.98\|33.70\|30.62\|493456;2026-06-08\|28.49\|-8.39\|28.88\|32.26\|28.43\|436778;2026-06-09\|27.96\|-1.86\|29.00\|29.49\|26.73\|416073;2026-06-10\|24.85\|-11.12\|26.99\|27.00\|24.48\|392567;2026-06-11\|24.25\|-2.41\|24.10\|25.45\|23.56\|286111;2026-06-12\|22.52\|-7.13\|24.25\|24.83\|22.30\|366484;2026-06-15\|25.98\|15.36\|22.65\|26.63\|22.57\|413897;2026-06-16\|26.62\|2.46\|25.01\|26.96\|24.90\|437114;2026-06-17\|31.94\|19.98\|27.57\|31.94\|27.57\|161751;2026-06-18\|29.56\|-7.45\|32.30\|32.30\|28.71\|528011;2026-06-22\|29.47\|-0.30\|30.36\|30.75\|28.35\|451908;2026-06-23\|28.79\|-2.31\|29.19\|29.49\|27.67\|271785;2026-06-24\|29.10\|1.08\|28.10\|30.18\|27.38\|369985;2026-06-25\|28.63\|-1.62\|30.18\|30.83\|27.90\|455081;2026-06-26\|30.22\|5.55\|27.91\|31.79\|27.66\|521261;2026-06-29\|29.33\|-2.95\|30.55\|32.33\|27.02\|448804;2026-06-30\|30.75\|4.84\|29.25\|30.90\|28.67\|429276;2026-07-01\|28.43\|-7.54\|29.00\|29.70\|27.02\|355582;2026-07-02\|26.60\|-6.44\|25.71\|27.89\|24.10\|295789;2026-07-03\|24.70\|-7.14\|26.00\|26.49\|24.53\|240974;2026-07-06\|23.21\|-6.03\|25.00\|25.13\|22.80\|228931;2026-07-07\|22.90\|-1.34\|23.00\|23.59\|22.33\|134888;2026-07-08\|21.73\|-5.11\|23.00\|23.28\|21.30\|143553;2026-07-09\|23.03\|5.98\|22.00\|23.14\|21.32\|163718;2026-07-10\|22.35\|-2.95\|23.29\|24.39\|22.26\|184393;2026-07-13\|20.09\|-10.11\|21.89\|22.77\|19.85\|162193;2026-07-14\|20.76\|3.33\|20.09\|21.00\|19.34\|135921;2026-07-15\|19.56\|-5.78\|20.60\|21.00\|19.42\|123439;2026-07-16\|18.15\|-7.21\|19.42\|19.69\|17.91\|154696;2026-07-17\|16.00\|-11.85\|18.16\|18.30\|15.78\|193670;2026-07-20\|13.89\|-13.19\|16.45\|16.68\|13.11\|256029;2026-07-21\|15.25\|9.79\|13.96\|15.38\|12.15\|286917;2026-07-22\|14.87\|-2.49\|14.87\|15.98\|14.57\|186704;2026-07-23\|14.49\|-2.56\|15.00\|15.39\|14.30\|149535;2026-07-24\|13.98\|-3.52\|14.13\|14.72\|13.84\|112650;2026-07-27\|14.73\|5.36\|14.07\|14.78\|13.70\|116831;2026-07-28\|13.89\|-5.70\|14.79\|15.33\|13.84\|147049;2026-07-29\|13.40\|-3.53\|13.81\|13.96\|12.60\|179193;2026-07-30\|12.30\|-8.21\|13.40\|13.51\|12.13\|160183;2026-07-31\|12.95\|5.28\|13.21\|13.85\|12.95\|159707;2026-08-03\|12.94\|-0.08\|12.99\|13.72\|12.77\|165539;2026-08-04\|13.95\|7.81\|13.09\|14.09\|13.01\|163016;2026-08-05\|14.92\|6.95\|14.00\|15.10\|13.85\|165050;2026-08-06\|15.29\|2.48\|14.69\|15.52\|14.40\|152221;2026-08-07\|16.28\|6.47\|15.28\|16.40\|14.91\|201467;2026-08-10\|15.68\|-3.69\|16.16\|16.25\|15.33\|166004;2026-08-11\|15.58\|-0.64\|15.49\|15.93\|15.25\|111733;2026-08-12\|16.55\|6.23\|15.52\|16.63\|15.52\|140945;2026-08-13\|15.80\|-4.53\|16.66\|16.80\|15.75\|127234;2026-08-14\|16.21\|2.59\|16.00\|16.55\|15.84\|125376;2026-08-17\|17.15\|5.80\|16.18\|17.22\|15.98\|130364;2026-08-18\|17.37\|1.28\|17.15\|17.55\|16.76\|163787;2026-08-19\|15.70\|-9.61\|16.69\|16.93\|15.49\|156504;2026-08-20\|15.67\|-0.19\|15.90\|16.08\|15.37\|150385;2026-08-21\|15.97\|1.91\|15.60\|16.12\|15.16\|99527;2026-08-24\|15.57\|-2.50\|16.00\|16.04\|15.14\|99820;2026-08-25\|15.61\|0.26\|15.25\|15.85\|14.65\|132005;2026-08-26\|15.45\|-1.02\|15.90\|15.90\|15.00\|88430;2026-08-27\|16.04\|3.82\|15.25\|16.25\|15.25\|106559;2026-08-28\|15.77\|-1.68\|15.89\|16.72\|15.73\|110100;2026-08-31\|16.09\|2.03\|15.41\|16.17\|15.30\|78945;2026-09-01\|15.61\|-2.98\|16.09\|16.09\|15.35\|96394;2026-09-02\|15.22\|-2.50\|15.33\|15.50\|15.07\|88747;2026-09-03\|15.37\|0.99\|15.36\|15.60\|15.00\|72486;2026-09-04\|14.85\|-3.38\|15.45\|15.87\|14.71\|98405;2026-09-07\|15.43\|3.91\|14.96\|15.63\|14.96\|110453;2026-09-08\|15.18\|-1.62\|15.33\|15.75\|15.08\|87896;2026-09-09\|15.11\|-0.46\|15.30\|15.64\|15.05\|76059;2026-09-10\|14.79\|-2.12\|14.90\|15.13\|14.70\|97503;2026-09-11\|14.53\|-1.76\|14.59\|14.71\|13.89\|85083;2026-09-14\|14.80\|1.86\|14.48\|14.95\|14.11\|74333;2026-09-15\|14.72\|-0.54\|14.65\|15.05\|14.55\|63086
114647	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：MOSFET全球领先厂商，长鑫存储扩产带动功率器件需求提升；涨停缘由：公司为全球前五MOSFET厂商，产品广泛用于电源管理、服务器供电等场景；长鑫存储新建产线需大量电源模块及驱动芯片，公司车规级及工业级MOSFET已通过验证并小批量供货；资金逻辑：6月9日主力资金净流入2.1亿元，位列科创板单日净流入前三，融资余额单周增长18%，机构调研频次较上月提升3倍；风险提示：公司2025年毛利率同比下降5.2个百分点，面临国际大厂价格战压力；脑机接口业务尚处早期，未形成收入贡献	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-05-12\|82.80\|4.82\|78.94\|84.14\|76.75\|92832;2026-05-13\|87.88\|6.14\|81.60\|89.88\|79.88\|103628;2026-05-14\|88.99\|1.26\|90.72\|93.70\|88.00\|102100;2026-05-15\|83.26\|-6.44\|87.94\|91.50\|82.20\|104677;2026-05-18\|83.63\|0.44\|81.20\|84.40\|79.68\|60513;2026-05-19\|86.88\|3.89\|82.72\|87.05\|80.10\|70875;2026-05-20\|85.30\|-1.82\|86.01\|87.90\|84.56\|55332;2026-05-21\|77.70\|-8.91\|86.70\|86.99\|77.70\|80527;2026-05-22\|78.79\|1.40\|79.15\|79.65\|76.68\|52223;2026-05-25\|91.25\|15.81\|77.97\|92.00\|74.92\|150589;2026-05-26\|88.50\|-3.01\|89.88\|90.20\|85.18\|101824;2026-05-27\|93.48\|5.63\|87.62\|98.99\|86.44\|147644;2026-05-28\|102.20\|9.33\|91.75\|105.00\|91.40\|144122;2026-05-29\|93.53\|-8.48\|100.04\|102.20\|90.64\|119421;2026-06-01\|84.44\|-9.72\|91.39\|93.60\|84.01\|91478;2026-06-02\|81.80\|-3.13\|84.69\|85.28\|80.12\|72905;2026-06-03\|88.69\|8.42\|83.98\|92.65\|83.00\|98068;2026-06-04\|88.98\|0.33\|87.71\|90.90\|85.99\|65602;2026-06-05\|80.60\|-9.42\|87.00\|87.00\|80.20\|87615;2026-06-08\|71.42\|-11.39\|73.07\|76.32\|70.30\|81351;2026-06-09\|78.89\|10.46\|73.20\|79.53\|72.43\|77511;2026-06-10\|77.42\|-1.86\|77.11\|80.20\|76.73\|52913;2026-06-11\|80.40\|3.85\|76.80\|83.00\|76.70\|52877;2026-06-12\|75.85\|-5.66\|83.92\|84.24\|75.36\|54300;2026-06-15\|87.80\|15.75\|77.85\|87.85\|76.81\|92152;2026-06-16\|88.00\|0.23\|89.18\|90.82\|86.72\|83438;2026-06-17\|95.50\|8.52\|88.00\|98.40\|87.25\|118945;2026-06-18\|93.70\|-1.88\|93.59\|96.23\|92.72\|85341;2026-06-22\|97.50\|4.06\|97.75\|103.10\|94.81\|121109;2026-06-23\|99.28\|1.83\|97.50\|104.40\|94.00\|104621;2026-06-24\|98.44\|-0.85\|98.29\|101.20\|95.00\|92796;2026-06-25\|98.00\|-0.45\|99.96\|100.02\|93.66\|85364;2026-06-26\|92.50\|-5.61\|96.00\|100.49\|91.63\|78665;2026-06-29\|96.65\|4.49\|97.12\|101.99\|90.00\|107851;2026-06-30\|104.93\|8.57\|99.55\|106.76\|95.99\|133921;2026-07-01\|103.38\|-1.48\|107.15\|114.30\|101.94\|130904;2026-07-02\|92.82\|-10.21\|98.02\|102.23\|92.20\|109356;2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|128130;2026-07-13\|92.25\|4.82\|87.97\|101.37\|87.57\|148810;2026-07-14\|90.79\|-1.58\|91.00\|94.50\|84.68\|111382;2026-07-15\|80.48\|-11.36\|90.00\|91.38\|79.00\|107055;2026-07-16\|74.01\|-8.04\|78.17\|81.50\|73.37\|73638;2026-07-17\|62.99\|-14.89\|73.96\|74.19\|62.89\|84698;2026-07-20\|59.84\|-5.00\|66.00\|67.09\|58.00\|78655;2026-07-21\|71.81\|20.00\|62.45\|71.81\|55.14\|121498;2026-07-22\|73.81\|2.79\|71.80\|77.29\|71.10\|123099;2026-07-23\|73.45\|-0.49\|74.18\|75.75\|72.60\|61928;2026-07-24\|70.20\|-4.42\|70.84\|73.99\|70.20\|56553;2026-07-27\|71.46\|1.79\|69.80\|71.70\|67.08\|46272;2026-07-28\|66.83\|-6.48\|69.60\|71.85\|66.18\|47810;2026-07-29\|68.35\|2.27\|66.81\|69.00\|62.00\|65191;2026-07-30\|62.60\|-8.41\|66.35\|68.25\|61.00\|59177;2026-07-31\|64.92\|3.71\|69.05\|69.49\|64.50\|65096;2026-08-03\|64.28\|-0.99\|64.00\|66.20\|63.80\|38144;2026-08-04\|67.81\|5.49\|65.00\|68.74\|64.68\|49679;2026-08-05\|70.98\|4.67\|68.99\|72.71\|67.83\|66497;2026-08-06\|71.40\|0.59\|69.50\|72.97\|69.16\|58816;2026-08-07\|73.40\|2.80\|70.56\|73.80\|69.95\|68351;2026-08-10\|71.26\|-2.92\|73.98\|74.38\|70.96\|55982;2026-08-11\|72.22\|1.35\|70.00\|74.18\|69.90\|62431;2026-08-12\|72.25\|0.04\|72.00\|74.16\|71.76\|44245;2026-08-13\|72.27\|0.03\|73.00\|75.14\|72.02\|61074;2026-08-14\|71.35\|-1.27\|72.98\|73.72\|69.51\|63439;2026-08-17\|75.19\|5.38\|71.26\|75.66\|70.50\|73476;2026-08-18\|76.10\|1.21\|75.29\|78.67\|74.21\|80572;2026-08-19\|69.90\|-8.15\|73.48\|77.53\|69.00\|82383;2026-08-20\|73.68\|5.41\|72.00\|76.62\|71.21\|90823;2026-08-21\|74.81\|1.53\|72.66\|77.21\|72.66\|75468;2026-08-24\|71.64\|-4.24\|74.05\|76.55\|69.23\|73023;2026-08-25\|69.73\|-2.67\|68.50\|70.65\|67.01\|52493;2026-08-26\|68.95\|-1.12\|69.79\|70.35\|67.92\|36600;2026-08-27\|74.41\|7.92\|69.50\|74.55\|68.58\|63445;2026-08-28\|72.38\|-2.73\|74.36\|74.97\|72.28\|42597;2026-08-31\|73.02\|0.88\|69.38\|73.02\|69.12\|35096;2026-09-01\|70.05\|-4.07\|72.88\|73.21\|69.89\|37947;2026-09-02\|68.76\|-1.84\|69.00\|69.47\|68.20\|25571;2026-09-03\|68.87\|0.16\|69.49\|70.36\|68.50\|28283;2026-09-04\|66.47\|-3.48\|69.84\|70.48\|66.00\|35167;2026-09-07\|67.93\|2.20\|67.57\|68.46\|66.68\|32140;2026-09-08\|66.91\|-1.50\|67.56\|68.15\|66.30\|27279;2026-09-09\|66.06\|-1.27\|67.00\|68.30\|66.06\|21548;2026-09-10\|65.42\|-0.97\|65.40\|66.15\|64.89\|18031;2026-09-11\|65.09\|-0.50\|64.01\|65.40\|62.03\|30524;2026-09-14\|64.96\|-0.20\|64.50\|65.65\|63.05\|18027;2026-09-15\|64.90\|-0.09\|64.90\|66.48\|64.51\|20025
114646	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：股价创历史新高，单日大涨16.5%，端侧AI与智能视觉赛道热度持续升温；涨停缘由：公司为全球视觉AISoC领军企业，聚焦端侧及边缘侧AI SoC，在安防、车载、商用机器人及AI眼镜IP领域技术领先；一季报净利润同比大增330.29%，第二季度高增长预期强化；中证科创创业人工智能指数当日涨4.7%，板块整体走强；资金逻辑：主力资金虽单日净流出6256.69万元，但散户大幅净流入1.91亿元，叠加信澳领先增长混合A等10只基金重仓加持，机构持仓集中度提升，大宗交易折价14.16%显示部分筹码向机构转移；风险提示：短期涨幅较大，换手率高达14.78%，存在获利回吐压力；机构目标价均值97.93元，当前价106元已高于部分预测，估值承压	1、公司的AI芯片主要聚焦于端侧及边缘侧AI SoC，在智能安防、视频对讲等领域处于领先地位，拥有与AI眼镜相关的核心自研IP； 2、公司为全球领先的视频监控芯片企业，边缘计算产品主要应用于视频AI边缘服务器，支持多路视频流接入及AI计算分析	2026-05-12\|89.96\|-1.47\|91.11\|91.40\|89.00\|73163;2026-05-13\|90.75\|0.88\|88.80\|91.02\|87.72\|81822;2026-05-14\|90.49\|-0.29\|91.21\|94.90\|90.49\|85205;2026-05-15\|89.49\|-1.11\|91.50\|92.69\|88.68\|86620;2026-05-18\|90.87\|1.54\|89.25\|91.44\|89.01\|72709;2026-05-19\|93.88\|3.31\|90.35\|94.29\|88.70\|104905;2026-05-20\|93.84\|-0.04\|93.49\|95.49\|92.51\|83053;2026-05-21\|87.64\|-6.61\|95.00\|96.50\|87.41\|97750;2026-05-22\|89.16\|1.73\|88.04\|90.49\|87.88\|78671;2026-05-25\|92.06\|3.25\|89.00\|93.40\|89.00\|91777;2026-05-26\|89.64\|-2.31\|91.27\|91.27\|87.75\|77562;2026-05-27\|88.50\|-1.27\|89.58\|93.48\|88.04\|88441;2026-05-28\|89.68\|1.33\|88.15\|90.47\|85.58\|73128;2026-05-29\|82.78\|-7.69\|89.68\|90.00\|82.06\|108446;2026-06-01\|80.00\|-3.36\|83.58\|84.50\|79.89\|92269;2026-06-02\|79.33\|-0.84\|80.32\|80.74\|77.00\|68527;2026-06-03\|79.68\|0.44\|79.20\|82.09\|78.55\|60178;2026-06-04\|78.89\|-0.99\|78.40\|80.40\|78.12\|58064;2026-06-05\|78.35\|-0.68\|78.29\|79.98\|75.90\|70360;2026-06-08\|74.82\|-4.51\|74.99\|77.88\|73.61\|64432;2026-06-09\|81.68\|9.17\|77.81\|82.45\|77.81\|99522;2026-06-10\|85.70\|4.92\|83.33\|87.38\|82.80\|122465;2026-06-11\|85.95\|0.29\|85.78\|86.40\|83.01\|94863;2026-06-12\|90.99\|5.86\|87.67\|93.38\|86.65\|151193;2026-06-15\|106.00\|16.50\|92.00\|106.12\|92.00\|276755;2026-06-16\|110.35\|4.10\|105.04\|110.63\|104.05\|196294;2026-06-17\|110.06\|-0.26\|109.00\|112.68\|108.03\|139988;2026-06-18\|112.64\|2.34\|110.06\|113.98\|109.00\|115222;2026-06-22\|113.52\|0.78\|115.00\|115.97\|109.44\|122416;2026-06-23\|112.16\|-1.20\|113.50\|115.80\|110.31\|126351;2026-06-24\|121.58\|8.40\|112.07\|122.70\|112.00\|143699;2026-06-25\|127.85\|5.16\|122.30\|128.88\|120.00\|146815;2026-06-26\|124.42\|-2.68\|129.88\|133.08\|123.50\|142073;2026-06-29\|120.83\|-2.89\|125.63\|128.23\|116.31\|139353;2026-06-30\|128.71\|6.52\|122.14\|128.96\|122.14\|91143;2026-07-01\|123.35\|-4.16\|128.90\|130.18\|122.34\|105798;2026-07-02\|116.00\|-5.96\|120.89\|123.90\|115.27\|108868;2026-07-03\|117.50\|1.29\|115.75\|120.60\|113.88\|84451;2026-07-06\|116.42\|-0.92\|119.56\|119.99\|112.30\|75688;2026-07-07\|115.23\|-1.02\|116.26\|121.19\|113.50\|79637;2026-07-08\|115.06\|-0.15\|116.80\|119.98\|111.40\|88109;2026-07-09\|122.60\|6.55\|115.68\|122.98\|111.00\|99184;2026-07-10\|118.01\|-3.74\|122.93\|127.50\|117.60\|115180;2026-07-13\|111.15\|-5.81\|116.32\|120.36\|110.34\|108141;2026-07-14\|112.52\|1.23\|112.54\|114.28\|106.66\|97337;2026-07-15\|107.07\|-4.84\|114.77\|117.34\|105.51\|85320;2026-07-16\|104.00\|-2.87\|106.64\|114.00\|102.20\|104994;2026-07-17\|91.85\|-11.68\|103.57\|104.00\|90.50\|138909;2026-07-20\|106.65\|16.11\|110.22\|110.22\|104.59\|283394;2026-07-21\|122.18\|14.56\|110.00\|123.91\|105.28\|355760;2026-07-22\|137.00\|12.13\|119.73\|146.62\|119.73\|377893;2026-07-23\|131.45\|-4.05\|138.47\|139.80\|129.00\|272409;2026-07-24\|131.80\|0.27\|128.15\|137.12\|128.10\|276493;2026-07-27\|130.00\|-1.37\|132.00\|133.00\|120.00\|257413;2026-07-28\|118.80\|-8.62\|124.85\|127.60\|117.10\|220151;2026-07-29\|125.83\|5.92\|120.00\|137.00\|119.99\|305591;2026-07-30\|104.00\|-17.35\|123.53\|125.72\|100.90\|339567;2026-07-31\|113.07\|8.72\|113.12\|117.99\|108.00\|264861;2026-08-03\|104.31\|-7.75\|114.00\|119.99\|103.50\|219984;2026-08-04\|108.61\|4.12\|107.04\|110.20\|102.03\|177812;2026-08-05\|114.50\|5.42\|109.20\|116.70\|109.11\|212788;2026-08-06\|119.00\|3.93\|111.00\|122.20\|110.50\|202622;2026-08-07\|122.70\|3.11\|118.79\|124.14\|117.60\|177211;2026-08-10\|121.60\|-0.90\|122.50\|123.02\|117.85\|158630;2026-08-11\|125.79\|3.45\|120.41\|128.10\|120.08\|168018;2026-08-12\|124.41\|-1.10\|124.54\|126.99\|122.62\|125874;2026-08-13\|122.30\|-1.70\|126.50\|127.99\|122.30\|156617;2026-08-14\|122.31\|0.01\|124.29\|127.84\|120.46\|138888;2026-08-17\|129.67\|6.02\|123.04\|129.82\|122.35\|171383;2026-08-18\|128.18\|-1.15\|128.58\|130.33\|124.76\|133575;2026-08-19\|115.65\|-9.78\|124.28\|125.47\|114.62\|156874;2026-08-20\|117.40\|1.51\|118.02\|121.33\|115.91\|107515;2026-08-21\|117.10\|-0.26\|116.91\|119.30\|115.50\|83885;2026-08-24\|114.31\|-2.38\|117.17\|117.70\|111.20\|106193;2026-08-25\|114.18\|-0.11\|113.18\|115.33\|108.71\|108799;2026-08-26\|112.56\|-1.42\|115.01\|115.83\|111.60\|94361;2026-08-27\|120.28\|6.86\|117.01\|121.69\|116.00\|161903;2026-08-28\|116.48\|-3.16\|119.58\|123.37\|116.25\|124305;2026-08-31\|131.50\|12.89\|116.59\|131.62\|115.95\|221711;2026-09-01\|133.10\|1.22\|136.50\|137.93\|131.65\|233741;2026-09-02\|129.89\|-2.41\|131.81\|134.68\|129.80\|134836;2026-09-03\|126.16\|-2.87\|133.88\|134.11\|124.68\|137318;2026-09-04\|119.88\|-4.98\|128.69\|129.33\|118.67\|157862;2026-09-07\|123.69\|3.18\|121.99\|124.75\|117.56\|162932;2026-09-08\|119.07\|-3.74\|124.03\|124.31\|117.88\|139845;2026-09-09\|117.17\|-1.60\|119.01\|120.70\|116.50\|105215;2026-09-10\|114.58\|-2.21\|116.26\|116.96\|114.40\|82162;2026-09-11\|110.90\|-3.21\|112.52\|113.40\|107.88\|109447;2026-09-14\|109.83\|-0.96\|110.00\|111.80\|107.60\|74330;2026-09-15\|109.28\|-0.50\|110.00\|112.36\|109.00\|77894
114645	证监会批复同意长鑫科技首次公开发行股票注册	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|82196;2026-07-09\|762.07\|9.81\|742.56\|805.55\|707.88\|113949;2026-07-10\|703.00\|-7.75\|762.00\|784.48\|701.00\|81111;2026-07-13\|603.00\|-14.22\|677.77\|719.34\|586.20\|138487;2026-07-14\|645.00\|6.97\|626.52\|650.32\|585.00\|97793;2026-07-15\|578.00\|-10.39\|666.00\|671.00\|576.22\|93008;2026-07-16\|526.00\|-9.00\|557.44\|583.00\|510.00\|90103;2026-07-17\|428.00\|-18.63\|515.53\|524.98\|422.00\|114717;2026-07-20\|400.00\|-6.54\|460.53\|466.68\|376.66\|120569;2026-07-21\|470.02\|17.50\|413.00\|479.90\|373.66\|155780;2026-07-22\|435.00\|-7.45\|472.00\|499.22\|432.11\|156688;2026-07-23\|407.40\|-6.34\|450.00\|458.88\|403.15\|109491;2026-07-24\|389.64\|-4.36\|413.81\|422.37\|383.80\|104929;2026-07-27\|371.78\|-4.58\|384.02\|398.46\|348.00\|133118;2026-07-28\|309.99\|-16.62\|335.29\|349.01\|304.22\|146516;2026-07-29\|338.50\|9.20\|308.00\|338.68\|285.00\|208006;2026-07-30\|353.12\|4.32\|328.01\|368.98\|312.02\|250094;2026-07-31\|354.90\|0.50\|423.74\|423.74\|353.18\|283956;2026-08-03\|312.90\|-11.83\|342.54\|345.50\|312.00\|190807;2026-08-04\|335.76\|7.31\|316.21\|337.69\|305.60\|164486;2026-08-05\|373.88\|11.35\|340.00\|385.82\|339.76\|188413;2026-08-06\|374.80\|0.25\|350.01\|381.00\|347.77\|157962;2026-08-07\|393.63\|5.02\|378.92\|408.00\|377.39\|182984;2026-08-10\|374.50\|-4.86\|392.93\|397.58\|353.38\|173721;2026-08-11\|384.50\|2.67\|365.00\|388.89\|360.07\|149891;2026-08-12\|394.60\|2.63\|395.88\|415.00\|385.23\|146284;2026-08-13\|383.40\|-2.84\|410.00\|423.50\|383.40\|161081;2026-08-14\|411.00\|7.20\|400.00\|412.01\|396.65\|148039;2026-08-17\|466.00\|13.38\|420.00\|469.88\|418.00\|168739;2026-08-18\|466.81\|0.17\|470.18\|489.28\|460.97\|167444;2026-08-19\|447.20\|-4.20\|448.15\|455.00\|419.00\|173704;2026-08-20\|480.36\|7.42\|450.00\|480.36\|431.19\|177791;2026-08-21\|463.65\|-3.48\|470.00\|481.86\|454.71\|125662;2026-08-24\|411.00\|-11.36\|451.00\|451.00\|403.66\|134370;2026-08-25\|410.00\|-0.24\|385.05\|418.80\|385.05\|107070;2026-08-26\|397.18\|-3.13\|407.58\|407.58\|381.24\|106129;2026-08-27\|429.89\|8.24\|405.00\|433.00\|399.00\|118961;2026-08-28\|401.18\|-6.68\|415.44\|422.30\|400.88\|117031;2026-08-31\|415.00\|3.44\|385.10\|415.00\|384.03\|88545;2026-09-01\|398.50\|-3.98\|412.00\|416.97\|397.00\|61435;2026-09-02\|388.50\|-2.51\|391.12\|399.28\|387.60\|52672;2026-09-03\|385.90\|-0.67\|394.00\|394.00\|377.00\|69929;2026-09-04\|367.26\|-4.83\|390.00\|391.93\|363.63\|92936;2026-09-07\|397.29\|8.18\|389.00\|398.06\|385.00\|105874;2026-09-08\|401.30\|1.01\|397.87\|419.93\|392.52\|104604;2026-09-09\|393.39\|-1.97\|407.03\|411.85\|391.00\|73048;2026-09-10\|398.95\|1.41\|389.00\|406.98\|389.00\|63526;2026-09-11\|388.00\|-2.74\|387.62\|392.99\|375.00\|75224;2026-09-14\|373.80\|-3.66\|371.00\|381.49\|368.62\|55695;2026-09-15\|386.00\|3.26\|375.00\|395.48\|375.00\|81983
114644	证监会批复同意长鑫科技首次公开发行股票注册	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|835425;2026-07-13\|49.10\|-13.25\|51.50\|55.41\|46.71\|656869;2026-07-14\|48.38\|-1.47\|49.00\|49.00\|41.11\|594041;2026-07-15\|41.46\|-14.30\|47.18\|47.37\|41.46\|455586;2026-07-16\|36.96\|-10.85\|39.65\|41.37\|36.60\|470869;2026-07-17\|38.88\|5.19\|36.50\|40.99\|34.10\|620113;2026-07-20\|42.27\|8.72\|40.00\|44.44\|38.91\|636224;2026-07-21\|46.51\|10.03\|40.30\|47.16\|33.82\|766787;2026-07-22\|43.31\|-6.88\|43.33\|46.32\|43.00\|599964;2026-07-23\|40.85\|-5.68\|43.33\|44.35\|39.30\|457884;2026-07-24\|36.82\|-9.87\|40.00\|40.98\|36.80\|543961;2026-07-27\|39.99\|8.61\|35.00\|40.93\|35.00\|589780;2026-07-28\|39.99\|0.00\|38.59\|42.42\|38.50\|619672;2026-07-29\|36.07\|-9.80\|39.02\|39.66\|34.30\|645512;2026-07-30\|28.88\|-19.93\|35.66\|36.30\|28.86\|709429;2026-07-31\|29.18\|1.04\|32.00\|32.80\|29.01\|660506;2026-08-03\|26.68\|-8.57\|28.59\|29.04\|26.05\|567736;2026-08-04\|28.03\|5.06\|26.91\|28.51\|26.16\|499446;2026-08-05\|32.97\|17.62\|27.95\|33.64\|27.73\|839486;2026-08-06\|37.85\|14.80\|31.35\|38.70\|31.35\|943549;2026-08-07\|38.93\|2.85\|37.86\|39.50\|37.11\|861449;2026-08-10\|41.74\|7.22\|39.18\|42.95\|38.75\|792712;2026-08-11\|40.20\|-3.69\|40.32\|43.23\|39.50\|773282;2026-08-12\|40.70\|1.24\|40.54\|41.27\|39.50\|564921;2026-08-13\|39.37\|-3.27\|41.79\|43.00\|39.03\|671411;2026-08-14\|41.00\|4.14\|40.50\|41.87\|39.68\|635777;2026-08-17\|43.62\|6.39\|41.06\|45.00\|40.23\|759753;2026-08-18\|49.48\|13.43\|43.62\|49.90\|43.62\|893592;2026-08-19\|48.03\|-2.93\|46.00\|50.91\|45.55\|919185;2026-08-20\|44.98\|-6.35\|49.10\|49.18\|43.00\|713697;2026-08-21\|44.20\|-1.73\|44.98\|45.75\|43.37\|485077;2026-08-24\|48.29\|9.25\|44.00\|48.50\|42.35\|682216;2026-08-25\|45.22\|-6.36\|46.07\|46.93\|43.92\|552525;2026-08-26\|41.91\|-7.32\|45.00\|45.40\|41.81\|536679;2026-08-27\|45.99\|9.74\|41.99\|47.98\|41.93\|669748;2026-08-28\|45.22\|-1.67\|45.33\|46.68\|43.88\|645596;2026-09-14\|46.15\|2.06\|43.00\|52.87\|37.66\|790622;2026-09-15\|45.05\|-2.38\|45.19\|47.60\|42.83\|578797
114643	证监会批复同意长鑫科技首次公开发行股票注册	球形硅微粉+纳米二氧化硅+人形机器人行业原因：受中东局势紧张影响，国际油价继续上涨，突破110美元每桶，油价上涨推升化工品价格。公司原因： 1、据2026年1月22日互动易，公司产品球形硅微粉，可广泛应用于电子电路基板、电子封装、HBM封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特种陶瓷和油墨涂料等领域。 2、据2025年10月15日互动易，公司产品可应用于人形机器人零部件涂层保护，具有防腐及调整视觉效果功能，延长使用寿命。 3、据2025年9月19日互动易，公司主营纳米二氧化硅新材料，系国内消光用二氧化硅龙头，牵头制定行业标准，打破外企垄断。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-05-12\|147.95\|6.45\|137.07\|153.66\|134.30\|59652;2026-05-13\|149.80\|1.25\|142.36\|152.00\|140.65\|51638;2026-05-14\|143.00\|-4.54\|148.31\|157.60\|143.00\|47067;2026-05-15\|122.58\|-14.28\|143.01\|144.53\|118.98\|96016;2026-05-18\|121.00\|-1.29\|122.57\|123.95\|118.68\|49993;2026-05-19\|124.20\|2.64\|119.10\|125.00\|117.00\|47081;2026-05-20\|137.36\|10.60\|123.01\|143.41\|122.70\|74847;2026-05-21\|123.60\|-10.02\|137.38\|140.10\|122.00\|68687;2026-05-22\|139.60\|12.95\|125.00\|141.50\|125.00\|82120;2026-05-25\|132.28\|-5.24\|140.01\|140.62\|130.13\|75997;2026-05-26\|130.18\|-1.59\|130.96\|136.00\|123.00\|61224;2026-05-27\|118.60\|-8.90\|126.50\|127.00\|116.00\|67221;2026-05-28\|118.01\|-0.25\|117.81\|119.68\|111.50\|58352;2026-05-29\|138.60\|17.45\|120.00\|141.61\|118.51\|140979;2026-06-01\|140.48\|1.36\|141.18\|148.88\|136.00\|115192;2026-06-02\|140.34\|-0.10\|139.24\|146.96\|136.19\|81857;2026-06-03\|130.39\|-7.09\|137.10\|139.98\|128.01\|98501;2026-06-04\|140.70\|7.91\|129.01\|146.35\|126.26\|102155;2026-06-05\|132.62\|-5.74\|143.00\|147.51\|130.01\|87212;2026-06-08\|118.81\|-10.41\|122.90\|125.44\|116.40\|75244;2026-06-09\|127.15\|7.02\|123.00\|129.47\|119.18\|62204;2026-06-10\|124.85\|-1.81\|122.74\|128.38\|120.98\|41121;2026-06-11\|134.34\|7.60\|123.35\|134.50\|121.20\|74545;2026-06-12\|132.48\|-1.38\|137.00\|148.99\|131.33\|87367;2026-06-15\|158.98\|20.00\|138.00\|158.98\|133.06\|126790;2026-06-16\|171.01\|7.57\|161.45\|178.35\|158.00\|114921;2026-06-17\|195.17\|14.13\|174.41\|203.99\|174.41\|101895;2026-06-18\|194.90\|-0.14\|177.88\|198.30\|174.19\|95713;2026-06-22\|194.60\|-0.15\|193.81\|203.87\|187.00\|74334;2026-06-23\|181.60\|-6.68\|187.05\|187.68\|176.00\|65245;2026-06-24\|179.00\|-1.43\|182.00\|185.88\|177.22\|49469;2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890;2026-09-09\|100.18\|3.12\|97.21\|103.58\|97.21\|61622;2026-09-10\|99.10\|-1.08\|98.01\|104.27\|98.01\|65521;2026-09-11\|97.52\|-1.59\|97.15\|98.60\|91.88\|61244;2026-09-14\|98.28\|0.78\|95.11\|100.27\|92.55\|40611;2026-09-15\|109.60\|11.52\|102.62\|117.94\|101.50\|142903
114642	证监会批复同意长鑫科技首次公开发行股票注册	功率半导体+人形机器人+MOSFET+先进封装行业原因： 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3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.20\|-2.92\|53.50\|53.50\|50.55\|111617;2026-09-14\|53.16\|1.84\|51.76\|53.70\|51.00\|94169;2026-09-15\|53.47\|0.58\|52.75\|54.55\|52.66\|67696
114641	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：全球存储涨价叠加金泰克参股价值重估；涨停缘由：公司持有金泰克13.1944%股权，后者为国内SSD与内存模组头部厂商，已导入联想、浪潮等客户，受益于NAND与DRAM合约价Q2分别上涨12%和8%；资金逻辑：游资接力明显，5月11日涨停封单1.2亿元，换手率15.3%；风险提示：金泰克持股为财务投资，不并表，业绩贡献有限；存储行业周期波动大，价格拐点存在不确定性	国内印刷包装一体化解决方案供应商；公司目前持有金泰克13.1944%股权。后者是一家集研发、生产和自主品牌产品营销于一体的专业存储方案提供商，主要提供内存、SSD相关存储产品	2026-05-12\|22.45\|-2.69\|23.06\|23.76\|22.37\|184946;2026-05-13\|22.09\|-1.60\|22.66\|22.85\|21.90\|100089;2026-05-14\|21.97\|-0.54\|22.06\|22.80\|21.65\|94942;2026-05-15\|21.66\|-1.41\|22.06\|22.69\|21.48\|69188;2026-05-18\|21.36\|-1.39\|21.31\|21.82\|21.16\|56808;2026-05-19\|21.60\|1.12\|21.16\|22.00\|20.84\|69750;2026-05-20\|22.17\|2.64\|21.52\|22.41\|21.31\|76585;2026-05-21\|20.83\|-6.04\|22.00\|22.23\|20.80\|73431;2026-05-22\|21.48\|3.12\|20.83\|21.55\|20.68\|46203;2026-05-25\|21.08\|-1.86\|21.48\|21.66\|21.03\|57067;2026-05-26\|20.37\|-3.37\|21.10\|21.31\|20.09\|45946;2026-05-27\|20.05\|-1.57\|20.47\|20.65\|19.81\|42705;2026-05-28\|20.10\|0.25\|20.21\|20.21\|19.32\|36572;2026-05-29\|18.96\|-5.67\|20.21\|20.28\|18.90\|39863;2026-06-01\|18.44\|-2.74\|18.96\|19.15\|17.89\|73735;2026-06-02\|17.94\|-2.71\|18.26\|18.75\|17.68\|44783;2026-06-03\|17.76\|-1.00\|17.84\|18.11\|17.43\|51275;2026-06-04\|17.87\|0.62\|17.67\|18.16\|17.45\|41234;2026-06-05\|17.98\|0.62\|17.86\|18.29\|17.55\|32791;2026-06-08\|16.83\|-6.40\|17.62\|17.76\|16.59\|47909;2026-06-09\|17.20\|2.20\|17.07\|17.28\|16.83\|29295;2026-06-10\|17.00\|-1.16\|16.99\|17.25\|16.48\|30048;2026-06-11\|16.84\|-0.94\|17.01\|17.01\|16.46\|30621;2026-06-12\|18.05\|7.19\|17.20\|18.29\|16.95\|66348;2026-06-15\|19.86\|10.03\|18.15\|19.86\|18.15\|82031;2026-06-16\|20.35\|2.47\|20.67\|20.68\|19.66\|77410;2026-06-17\|20.41\|0.29\|20.35\|20.48\|19.82\|56078;2026-06-18\|19.90\|-2.50\|20.60\|20.76\|19.81\|56738;2026-06-22\|14.75\|4.17\|14.29\|14.85\|13.78\|98185;2026-06-23\|15.04\|1.97\|14.85\|15.87\|14.57\|151324;2026-06-24\|14.93\|-0.73\|14.72\|15.10\|14.48\|86615;2026-06-25\|14.45\|-3.21\|14.93\|15.10\|14.41\|71929;2026-06-26\|13.80\|-4.50\|14.20\|14.70\|13.77\|69574;2026-06-29\|13.28\|-3.77\|13.85\|13.93\|13.06\|87398;2026-06-30\|13.15\|-0.98\|13.25\|13.48\|12.93\|63736;2026-07-01\|14.47\|10.04\|13.15\|14.47\|12.89\|88018;2026-07-02\|13.95\|-3.59\|14.34\|14.68\|13.90\|104495;2026-07-03\|13.88\|-0.50\|14.08\|14.30\|13.81\|60416;2026-07-06\|13.32\|-4.03\|14.01\|14.18\|13.22\|53963;2026-07-07\|13.26\|-0.45\|13.34\|13.49\|12.85\|67944;2026-07-08\|12.88\|-2.87\|13.12\|13.15\|12.62\|68648;2026-07-09\|12.88\|0.00\|12.90\|13.04\|12.48\|37857;2026-07-10\|12.77\|-0.85\|12.80\|13.18\|12.60\|58746;2026-07-13\|12.04\|-5.72\|12.90\|13.00\|11.98\|50664;2026-07-14\|11.78\|-2.16\|12.02\|12.02\|11.50\|47151;2026-07-15\|12.20\|3.57\|11.81\|12.65\|11.79\|73614;2026-07-16\|11.86\|-2.79\|12.11\|12.48\|11.80\|60041;2026-07-17\|10.93\|-7.84\|12.05\|12.11\|10.93\|82679;2026-07-20\|10.40\|-4.85\|10.99\|11.21\|10.29\|79676;2026-07-21\|10.53\|1.25\|10.40\|10.59\|9.66\|84325;2026-07-22\|10.68\|1.42\|10.54\|10.95\|10.35\|58168;2026-07-23\|11.16\|4.49\|10.68\|11.29\|10.61\|74374;2026-07-24\|10.47\|-6.18\|11.15\|11.15\|10.43\|49285;2026-07-27\|10.72\|2.39\|10.46\|10.82\|10.37\|33860;2026-07-28\|10.53\|-1.77\|10.72\|10.85\|10.48\|28584;2026-07-29\|11.58\|9.97\|10.58\|11.58\|10.54\|60544;2026-07-30\|10.90\|-5.87\|11.34\|11.50\|10.73\|110108;2026-07-31\|10.98\|0.73\|10.83\|11.27\|10.82\|59373;2026-08-03\|11.23\|2.28\|10.88\|11.23\|10.85\|37153;2026-08-04\|11.81\|5.16\|11.20\|11.98\|11.18\|72006;2026-08-05\|11.97\|1.35\|11.67\|12.07\|11.67\|50581;2026-08-06\|12.13\|1.34\|11.93\|12.27\|11.88\|49635;2026-08-07\|13.00\|7.17\|12.10\|13.03\|12.03\|79451;2026-08-10\|12.84\|-1.23\|13.00\|13.03\|12.61\|45494;2026-08-11\|12.58\|-2.02\|12.86\|12.89\|12.54\|30098;2026-08-12\|12.85\|2.15\|12.60\|13.19\|12.50\|55050;2026-08-13\|12.75\|-0.78\|12.90\|13.03\|12.71\|34365;2026-08-14\|12.75\|0.00\|12.80\|13.08\|12.68\|36787;2026-08-17\|12.77\|0.16\|12.83\|12.88\|12.65\|40620;2026-08-18\|12.48\|-2.27\|12.80\|12.81\|12.40\|38957;2026-08-19\|11.58\|-7.21\|12.35\|12.35\|11.51\|48067;2026-08-20\|11.72\|1.21\|11.69\|11.96\|11.60\|50950;2026-08-21\|11.82\|0.85\|11.60\|11.85\|11.39\|41603;2026-08-24\|11.72\|-0.85\|11.85\|12.06\|11.48\|43500;2026-08-25\|11.84\|1.02\|11.64\|11.97\|11.47\|34492;2026-08-26\|11.76\|-0.68\|11.92\|11.97\|11.66\|23308;2026-08-27\|12.02\|2.21\|11.69\|12.15\|11.69\|34156;2026-08-28\|12.23\|1.75\|11.94\|12.39\|11.94\|39139;2026-08-31\|12.97\|6.05\|12.41\|13.00\|12.18\|69493;2026-09-01\|13.18\|1.62\|12.95\|13.43\|12.60\|56504;2026-09-02\|13.26\|0.61\|13.15\|13.45\|12.91\|51304;2026-09-03\|13.54\|2.11\|13.29\|13.77\|13.26\|49255;2026-09-04\|13.73\|1.40\|13.60\|14.10\|13.50\|71153;2026-09-07\|14.11\|2.77\|13.80\|14.15\|13.68\|65488;2026-09-08\|14.23\|0.85\|14.10\|14.23\|13.76\|61590;2026-09-09\|14.11\|-0.84\|14.12\|14.38\|13.91\|52295;2026-09-10\|14.22\|0.78\|14.00\|14.29\|13.97\|46545;2026-09-11\|13.66\|-3.94\|14.10\|14.10\|13.47\|51823;2026-09-14\|13.85\|1.39\|13.65\|14.03\|13.50\|40746;2026-09-15\|13.61\|-1.73\|14.13\|14.13\|13.45\|50294
114640	证监会批复同意长鑫科技首次公开发行股票注册	定增+先进封装+合肥国资行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年6月13日公告，公司拟向控股股东合肥创新投发行股票，6月12日双方签署《补充协议》，调整后定价基准日为发行期首日，发行数量不超过总股本的30%。 2、据2025年年报，公司重点攻关项目“基板类压缩成型封装自动化设备”及“扇出型晶圆封装模具”分别入选安徽省科技厅和工信厅攻关名单，先进封装设备研发取得关键性突破。 3、据2025年年报及2026年6月2日机构调研，公司最终控制人为合肥市国资委，半导体封装装备业务营收占比约70%，涵盖全自动塑封系统等，是国内领先的半导体封测设备供应商。 4、据2026年一季报，公司一季度实现营收1.02亿元，同比增长47.48%，归母净利润149.22万元，同比扭亏为盈。	老牌半导体封测专业设备供应商；拟1.21亿元收购众合半导体51%股权	2026-05-12\|30.87\|-2.50\|31.38\|31.86\|30.72\|108889;2026-05-13\|31.24\|1.20\|30.41\|31.66\|30.03\|104813;2026-05-14\|30.75\|-1.57\|31.42\|31.98\|30.45\|84658;2026-05-15\|29.67\|-3.51\|30.29\|30.86\|29.55\|141432;2026-05-18\|29.96\|0.98\|30.22\|31.23\|29.60\|170347;2026-05-19\|30.83\|2.90\|29.68\|31.10\|28.50\|139466;2026-05-20\|32.20\|4.44\|30.77\|33.03\|30.51\|219761;2026-05-21\|30.10\|-6.52\|31.91\|32.85\|30.00\|172458;2026-05-22\|30.43\|1.10\|30.10\|31.02\|30.10\|106822;2026-05-25\|33.47\|9.99\|30.44\|33.47\|30.31\|139107;2026-05-26\|36.82\|10.01\|36.82\|36.82\|36.40\|81083;2026-05-27\|33.79\|-8.23\|39.99\|39.99\|33.14\|511467;2026-05-28\|33.40\|-1.15\|32.33\|35.30\|31.55\|343541;2026-05-29\|31.22\|-6.53\|33.39\|33.40\|31.22\|257603;2026-06-01\|30.22\|-3.20\|30.72\|31.99\|30.17\|176669;2026-06-02\|28.98\|-4.10\|30.00\|30.35\|28.75\|145281;2026-06-03\|29.40\|1.45\|28.82\|30.98\|28.82\|152636;2026-06-04\|28.92\|-1.63\|29.01\|30.11\|28.56\|106838;2026-06-05\|29.68\|2.63\|28.58\|30.91\|27.62\|160078;2026-06-08\|28.18\|-5.05\|28.52\|29.88\|27.80\|88532;2026-06-09\|29.10\|3.26\|28.51\|29.30\|27.60\|95845;2026-06-10\|28.88\|-0.76\|28.49\|29.42\|28.26\|88779;2026-06-11\|28.77\|-0.38\|28.30\|29.66\|27.92\|112232;2026-06-12\|26.89\|-6.53\|29.40\|29.74\|26.86\|175922;2026-06-15\|29.58\|10.00\|27.01\|29.58\|26.90\|129371;2026-06-16\|30.24\|2.23\|29.58\|30.45\|29.22\|140943;2026-06-17\|30.84\|1.98\|30.09\|31.13\|29.80\|126834;2026-06-18\|32.66\|5.90\|31.14\|33.60\|30.85\|213875;2026-06-22\|33.15\|1.50\|32.66\|33.73\|31.94\|198074;2026-06-23\|32.73\|-1.27\|32.66\|33.48\|32.29\|130609;2026-06-24\|32.76\|0.09\|32.36\|33.38\|32.00\|143236;2026-06-25\|33.48\|2.20\|32.78\|34.10\|32.50\|218078;2026-06-26\|36.00\|7.53\|33.11\|36.83\|32.90\|425383;2026-06-29\|38.03\|5.64\|37.01\|38.45\|34.85\|355973;2026-06-30\|39.71\|4.42\|37.00\|39.87\|37.00\|298530;2026-07-01\|36.80\|-7.33\|39.00\|39.00\|35.98\|280090;2026-07-02\|36.68\|-0.33\|35.46\|40.40\|34.70\|244721;2026-07-03\|36.10\|-1.58\|36.94\|37.43\|35.23\|162800;2026-07-06\|38.35\|6.23\|36.30\|39.17\|35.82\|243672;2026-07-07\|37.53\|-2.14\|37.70\|38.10\|37.00\|121159;2026-07-08\|34.72\|-7.49\|36.91\|37.50\|34.60\|149855;2026-07-09\|37.98\|9.39\|35.41\|38.19\|35.41\|273681;2026-07-10\|35.00\|-7.85\|37.77\|38.39\|34.97\|260017;2026-07-13\|31.50\|-10.00\|34.60\|35.67\|31.50\|175039;2026-07-14\|31.93\|1.37\|31.31\|33.77\|30.84\|172108;2026-07-15\|30.50\|-4.48\|32.20\|32.68\|29.90\|110044;2026-07-16\|28.88\|-5.31\|29.84\|30.89\|28.70\|120591;2026-07-17\|25.99\|-10.01\|28.99\|28.99\|25.99\|132979;2026-07-20\|23.39\|-10.00\|26.48\|26.53\|23.39\|145848;2026-07-21\|24.76\|5.86\|23.71\|24.79\|21.05\|218783;2026-07-22\|24.20\|-2.26\|24.47\|25.18\|23.72\|136771;2026-07-23\|23.45\|-3.10\|24.10\|24.42\|23.15\|92772;2026-07-24\|23.86\|1.75\|23.20\|24.47\|22.88\|139591;2026-07-27\|24.10\|1.01\|22.80\|24.21\|22.80\|123728;2026-07-28\|23.25\|-3.53\|23.51\|24.97\|23.06\|113735;2026-07-29\|22.20\|-4.52\|23.17\|23.44\|21.43\|148095;2026-07-30\|20.52\|-7.57\|21.99\|22.22\|20.35\|157154;2026-07-31\|21.00\|2.34\|21.46\|21.93\|21.00\|138715;2026-08-03\|21.08\|0.38\|20.88\|21.36\|20.80\|109498;2026-08-04\|22.29\|5.74\|21.40\|22.34\|21.09\|108073;2026-08-05\|23.33\|4.67\|22.28\|23.58\|22.00\|104785;2026-08-06\|23.95\|2.66\|23.00\|24.10\|22.89\|95746;2026-08-07\|24.73\|3.26\|23.97\|24.74\|23.42\|104341;2026-08-10\|25.16\|1.74\|24.99\|25.65\|24.39\|114490;2026-08-11\|25.15\|-0.04\|25.10\|25.41\|24.62\|71929;2026-08-12\|25.80\|2.58\|25.15\|26.03\|25.15\|73911;2026-08-13\|25.06\|-2.87\|26.06\|26.18\|25.05\|75202;2026-08-14\|25.15\|0.36\|25.46\|26.19\|24.65\|63429;2026-08-17\|26.30\|4.57\|25.15\|26.36\|24.91\|78795;2026-08-18\|26.05\|-0.95\|26.32\|26.51\|25.72\|58347;2026-08-19\|24.46\|-6.10\|25.53\|25.97\|24.31\|68302;2026-08-20\|24.55\|0.37\|24.70\|24.95\|24.26\|51442;2026-08-21\|24.68\|0.53\|24.54\|24.95\|23.88\|45936;2026-08-24\|24.21\|-1.90\|24.80\|24.87\|23.40\|58414;2026-08-25\|23.94\|-1.12\|23.76\|24.15\|23.02\|53879;2026-08-26\|23.88\|-0.25\|24.16\|24.20\|23.48\|46000;2026-08-27\|24.69\|3.39\|24.03\|24.93\|23.72\|57952;2026-08-28\|24.51\|-0.73\|24.50\|25.64\|24.37\|64095;2026-08-31\|26.18\|6.81\|24.22\|26.96\|24.18\|196539;2026-09-01\|25.95\|-0.88\|25.91\|27.22\|25.66\|163740;2026-09-02\|25.81\|-0.54\|25.70\|25.88\|25.17\|94771;2026-09-03\|25.35\|-1.78\|25.99\|26.17\|25.17\|78691;2026-09-04\|24.45\|-3.55\|25.41\|25.89\|24.24\|83877;2026-09-07\|25.23\|3.19\|25.00\|25.98\|24.91\|91620;2026-09-08\|24.57\|-2.62\|25.25\|25.39\|24.40\|74012;2026-09-09\|24.23\|-1.38\|24.70\|24.94\|24.11\|51824;2026-09-10\|24.02\|-0.87\|24.30\|24.54\|23.72\|41754;2026-09-11\|23.37\|-2.71\|23.80\|23.81\|22.60\|57503;2026-09-14\|23.60\|0.98\|23.10\|23.93\|22.79\|43538;2026-09-15\|24.26\|2.80\|23.90\|24.74\|23.27\|73013
114639	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：子公司获半导体掩模版直写光刻机订单，叠加存储产业链情绪升温，设备端国产替代逻辑共振；涨停缘由：子公司洪镭光学斩获关键设备订单，填补国内高端掩模版制造装备空白；公司具备光刻+镀膜+检测全链条能力，直接受益于先进封装对高精度掩模版需求激增；资金逻辑：游资主导拉升，开源证券西安太华路营业部三日净买入超亿元，换手率连续两日超25%，量价配合明显，显示短线资金抢筹设备卡点环节；风险提示：订单尚未披露金额与交付周期，主业仍以传统光学为主，半导体设备营收占比低，业绩兑现存在不确定性	子公司洪镭光学获得半导体掩模版直写光刻机订单	2026-05-12\|58.21\|4.24\|55.84\|58.68\|55.23\|102920;2026-05-13\|57.61\|-1.03\|57.50\|58.50\|56.32\|121713;2026-05-14\|57.20\|-0.71\|57.00\|59.59\|54.76\|96401;2026-05-15\|57.36\|0.28\|56.93\|59.18\|56.12\|73280;2026-05-18\|55.94\|-2.48\|56.30\|58.40\|55.15\|77827;2026-05-19\|57.60\|2.97\|55.52\|57.64\|54.01\|76427;2026-05-20\|58.90\|2.26\|57.62\|59.27\|57.62\|71369;2026-05-21\|56.93\|-3.34\|59.46\|62.88\|56.66\|104044;2026-05-22\|62.62\|9.99\|56.93\|62.62\|56.93\|111392;2026-05-25\|64.60\|3.16\|68.42\|68.52\|62.20\|160217;2026-05-26\|65.50\|1.39\|64.79\|66.06\|61.62\|101763;2026-05-27\|61.01\|-6.86\|67.00\|67.50\|59.80\|110554;2026-05-28\|61.18\|0.28\|61.31\|62.00\|59.60\|67966;2026-05-29\|61.76\|0.95\|62.58\|66.51\|59.00\|134983;2026-06-01\|65.99\|6.85\|61.89\|67.94\|60.58\|175350;2026-06-02\|70.99\|7.58\|63.50\|72.59\|63.50\|187970;2026-06-03\|75.87\|6.87\|70.92\|75.97\|68.01\|198416;2026-06-04\|77.00\|1.49\|74.20\|80.40\|73.70\|183792;2026-06-05\|76.55\|-0.58\|76.00\|80.49\|72.60\|141042;2026-06-08\|72.88\|-4.79\|72.96\|76.68\|70.13\|124310;2026-06-09\|75.00\|2.91\|74.00\|76.29\|73.07\|81033;2026-06-10\|79.00\|5.33\|74.30\|82.30\|73.30\|122016;2026-06-11\|74.30\|-5.95\|79.13\|79.13\|72.00\|113178;2026-06-12\|68.03\|-8.44\|75.79\|76.50\|67.52\|150935;2026-06-15\|74.83\|10.00\|68.85\|74.83\|68.58\|102484;2026-06-16\|80.60\|7.71\|77.20\|81.19\|76.01\|115101;2026-06-17\|81.33\|0.91\|79.84\|81.80\|77.50\|105645;2026-06-18\|80.62\|-0.87\|81.00\|81.80\|78.71\|74070;2026-06-22\|76.69\|-4.87\|80.61\|83.62\|74.71\|122807;2026-06-23\|74.41\|-2.97\|75.08\|76.98\|73.25\|66323;2026-06-24\|77.23\|3.79\|74.52\|77.77\|71.98\|74242;2026-06-25\|84.95\|10.00\|80.03\|84.95\|78.00\|77643;2026-06-26\|88.46\|4.13\|86.15\|92.23\|83.40\|152233;2026-06-29\|81.10\|-8.32\|88.55\|88.95\|79.61\|115679;2026-06-30\|81.29\|0.23\|81.20\|83.82\|78.80\|93478;2026-07-01\|81.20\|-0.11\|82.00\|86.18\|76.50\|118321;2026-07-02\|79.66\|-1.90\|77.00\|83.56\|75.99\|81582;2026-07-03\|76.86\|-3.51\|78.00\|81.56\|76.86\|70746;2026-07-06\|84.55\|10.01\|76.14\|84.55\|76.14\|204952;2026-07-07\|86.30\|2.07\|84.55\|88.15\|82.34\|158550;2026-07-08\|79.10\|-8.34\|88.03\|88.03\|78.75\|104004;2026-07-09\|82.60\|4.42\|79.91\|84.23\|77.00\|111466;2026-07-10\|84.38\|2.15\|83.00\|90.50\|81.13\|125759;2026-07-13\|81.82\|-3.03\|82.25\|87.40\|78.63\|113664;2026-07-14\|75.46\|-7.77\|81.00\|84.85\|73.64\|163121;2026-07-15\|79.21\|4.97\|70.87\|82.56\|70.87\|141670;2026-07-16\|74.55\|-5.88\|77.66\|81.80\|74.28\|81577;2026-07-17\|67.10\|-9.99\|75.00\|75.90\|67.10\|72131;2026-07-20\|60.39\|-10.00\|68.61\|68.75\|60.39\|85999;2026-07-21\|65.16\|7.90\|59.20\|65.18\|54.35\|130228;2026-07-22\|67.40\|3.44\|65.99\|71.00\|64.00\|93118;2026-07-23\|65.29\|-3.13\|68.50\|68.74\|64.22\|58109;2026-07-24\|63.90\|-2.13\|64.27\|68.00\|63.01\|42288;2026-07-27\|65.70\|2.82\|63.38\|65.86\|60.74\|51334;2026-07-28\|62.36\|-5.08\|64.51\|67.50\|61.71\|56085;2026-07-29\|57.44\|-7.89\|61.74\|63.95\|56.12\|83812;2026-07-30\|51.70\|-9.99\|57.43\|58.16\|51.70\|76969;2026-07-31\|50.45\|-2.42\|53.86\|55.86\|50.12\|121321;2026-08-03\|47.70\|-5.45\|50.83\|51.28\|47.00\|101673;2026-08-04\|52.47\|10.00\|48.00\|52.47\|46.73\|100741;2026-08-05\|55.75\|6.25\|52.39\|56.88\|51.50\|81133;2026-08-06\|60.38\|8.30\|54.96\|60.99\|54.96\|86191;2026-08-07\|62.40\|3.35\|60.38\|63.78\|59.11\|99185;2026-08-10\|62.85\|0.72\|62.11\|62.95\|59.55\|61810;2026-08-11\|63.06\|0.33\|62.76\|64.67\|62.30\|55205;2026-08-12\|65.48\|3.84\|63.77\|65.74\|63.00\|53242;2026-08-13\|64.00\|-2.26\|67.00\|67.00\|63.68\|52626;2026-08-14\|68.81\|7.52\|63.70\|69.48\|63.64\|73952;2026-08-17\|73.32\|6.55\|69.39\|73.58\|69.10\|72589;2026-08-18\|73.05\|-0.37\|74.33\|74.54\|70.34\|57414;2026-08-19\|66.93\|-8.38\|71.30\|72.30\|66.04\|73015;2026-08-20\|67.89\|1.43\|69.00\|69.84\|66.54\|49048;2026-08-21\|67.10\|-1.16\|67.80\|68.88\|65.50\|37300;2026-08-24\|65.42\|-2.50\|67.01\|68.65\|63.50\|46071;2026-08-25\|66.16\|1.13\|64.70\|67.40\|62.87\|38695;2026-08-26\|60.39\|-8.72\|68.31\|68.90\|59.65\|100215;2026-08-27\|65.22\|8.00\|61.02\|65.90\|60.48\|78284;2026-08-28\|61.63\|-5.50\|66.18\|66.18\|61.51\|58048;2026-08-31\|63.19\|2.53\|59.47\|63.31\|59.47\|36365;2026-09-01\|61.18\|-3.18\|63.37\|64.60\|60.08\|45156;2026-09-02\|59.30\|-3.07\|60.60\|61.86\|59.01\|41097;2026-09-03\|57.78\|-2.56\|59.35\|60.04\|57.10\|47662;2026-09-04\|56.15\|-2.82\|58.20\|59.90\|55.45\|43191;2026-09-07\|57.65\|2.67\|56.55\|58.78\|56.19\|48960;2026-09-08\|57.40\|-0.43\|57.11\|58.64\|56.70\|39967;2026-09-09\|57.90\|0.87\|57.90\|60.66\|57.41\|74112;2026-09-10\|57.54\|-0.62\|57.29\|58.13\|56.34\|33844;2026-09-11\|56.08\|-2.54\|56.79\|57.37\|54.60\|46094;2026-09-14\|58.51\|4.33\|55.30\|60.00\|54.21\|61943;2026-09-15\|58.23\|-0.48\|58.48\|60.10\|57.25\|51273
114638	证监会批复同意长鑫科技首次公开发行股票注册	半导体检测+CPO+先进封装行业原因： 6月15日，美伊达成和平协议提升市场风偏，全球半导体板块大涨。日股铠侠涨超10%，韩股SK海力士、三星电子涨超5%。公司原因： 1、据2026年6月5日机构调研，在人工智能、自动驾驶等下游应用驱动下，高性能计算芯片及先进封装等技术需求旺盛，驱动第三方检测分析需求增长，公司核心客户订单规模显著增加。 2、据2026年5月22日及5月25日互动易，公司具备光器件的检测分析能力，掌握CPO、光引擎、VCSEL等样品制备及检测方法，2025年该领域收入约2,000万元，2026年一季度收入500余万元同比增长约46%。 3、据2025年年报，公司将重点加强先进封装等领域的布局，已针对2.5D/3D等先进封装技术储备相应检测分析能力。	公司是行业内知名的半导体第三方检测分析实验室，主要服务于半导体客户的研发环节，可以为半导体全产业链客户提供样品失效分析、材料分析、可靠性分析等专业、高效的检测实验	2026-05-12\|30.65\|-2.08\|31.06\|31.30\|30.11\|75287;2026-05-13\|33.40\|8.97\|30.20\|33.87\|29.72\|157723;2026-05-14\|34.66\|3.77\|33.70\|35.85\|33.45\|155371;2026-05-15\|35.60\|2.71\|34.66\|36.13\|34.13\|118598;2026-05-18\|35.64\|0.11\|36.12\|36.50\|34.60\|89121;2026-05-19\|37.20\|4.38\|35.35\|37.43\|34.90\|93453;2026-05-20\|36.70\|-1.34\|36.83\|38.28\|36.50\|81350;2026-05-21\|34.31\|-6.51\|37.20\|37.89\|33.99\|104782;2026-05-22\|35.22\|2.65\|34.79\|36.80\|34.33\|90044;2026-05-25\|38.29\|8.72\|35.99\|39.75\|35.52\|116883;2026-05-26\|44.19\|15.41\|37.00\|45.32\|37.00\|210186;2026-05-27\|41.55\|-5.97\|43.91\|44.98\|40.98\|192536;2026-05-28\|40.37\|-2.84\|40.80\|41.90\|40.06\|117537;2026-05-29\|38.82\|-3.84\|40.59\|41.98\|38.00\|111894;2026-06-01\|36.93\|-4.87\|38.10\|39.28\|36.79\|86265;2026-06-02\|38.30\|3.71\|36.96\|40.21\|36.62\|103441;2026-06-03\|37.58\|-1.88\|38.68\|39.46\|36.96\|84644;2026-06-04\|37.88\|0.80\|37.00\|38.58\|35.88\|98998;2026-06-05\|42.18\|11.35\|39.45\|43.66\|37.15\|178218;2026-06-08\|41.73\|-1.07\|39.55\|42.92\|39.55\|114984;2026-06-09\|42.45\|1.73\|42.57\|44.20\|41.93\|109594;2026-06-10\|41.19\|-2.97\|42.11\|43.08\|40.51\|59874;2026-06-11\|41.47\|0.68\|41.13\|41.94\|39.89\|58561;2026-06-12\|42.30\|2.00\|42.79\|43.54\|40.51\|85292;2026-06-15\|50.76\|20.00\|43.75\|50.76\|43.75\|145173;2026-06-16\|57.55\|13.38\|52.28\|57.65\|51.76\|160041;2026-06-17\|59.70\|3.74\|56.71\|60.05\|56.08\|127094;2026-06-18\|63.90\|7.04\|62.78\|66.79\|62.00\|109708;2026-06-22\|73.70\|15.34\|62.50\|76.68\|62.50\|174846;2026-06-23\|70.50\|-4.34\|73.70\|74.40\|69.94\|91006;2026-06-24\|74.80\|6.10\|69.80\|76.36\|66.66\|139228;2026-06-25\|73.00\|-2.41\|78.99\|78.99\|71.20\|99849;2026-06-26\|71.50\|-2.05\|72.04\|73.20\|67.30\|94353;2026-06-29\|68.00\|-4.90\|71.00\|76.99\|64.15\|108255;2026-06-30\|66.70\|-1.91\|71.00\|71.13\|66.36\|91765;2026-07-01\|64.20\|-3.75\|67.03\|68.88\|63.70\|99621;2026-07-02\|60.37\|-5.97\|61.00\|64.52\|59.85\|78733;2026-07-03\|57.70\|-4.42\|59.88\|60.87\|57.68\|72715;2026-07-06\|56.69\|-1.75\|58.00\|58.50\|52.42\|117411;2026-07-07\|53.04\|-6.34\|56.47\|56.47\|52.03\|89246;2026-07-08\|52.73\|-0.58\|53.20\|54.00\|50.62\|96764;2026-07-09\|54.50\|3.36\|52.76\|55.00\|49.60\|107854;2026-07-10\|50.96\|-6.50\|54.90\|56.90\|50.96\|88229;2026-07-13\|45.01\|-11.68\|49.38\|51.95\|44.99\|135151;2026-07-14\|46.75\|3.87\|45.50\|48.24\|45.30\|93250;2026-07-15\|44.76\|-4.26\|47.47\|48.21\|44.32\|97708;2026-07-16\|40.99\|-8.42\|44.70\|45.00\|40.50\|70060;2026-07-17\|36.19\|-11.71\|42.01\|42.30\|36.06\|96177;2026-07-20\|31.56\|-12.79\|37.02\|37.86\|29.50\|125722;2026-07-21\|33.65\|6.62\|32.55\|33.80\|28.02\|167794;2026-07-22\|32.44\|-3.60\|32.25\|34.75\|31.98\|118415;2026-07-23\|31.52\|-2.84\|32.83\|33.94\|31.21\|90430;2026-07-24\|31.08\|-1.40\|31.25\|32.56\|30.27\|85435;2026-07-27\|31.84\|2.45\|31.27\|32.09\|29.95\|84649;2026-07-28\|29.45\|-7.51\|31.24\|32.39\|29.26\|78412;2026-07-29\|29.02\|-1.46\|29.90\|29.98\|27.57\|97691;2026-07-30\|26.50\|-8.68\|28.50\|29.03\|26.09\|97767;2026-07-31\|27.50\|3.77\|28.90\|30.10\|27.47\|127124;2026-08-03\|26.82\|-2.47\|27.92\|28.25\|26.48\|90082;2026-08-04\|29.26\|9.10\|27.01\|29.35\|26.91\|99033;2026-08-05\|31.28\|6.90\|28.76\|31.79\|28.76\|92340;2026-08-06\|32.29\|3.23\|30.84\|32.69\|30.01\|86206;2026-08-07\|33.56\|3.93\|32.28\|33.94\|31.65\|105800;2026-08-10\|32.41\|-3.43\|33.53\|33.90\|31.60\|95292;2026-08-11\|32.27\|-0.43\|32.14\|33.20\|31.60\|67316;2026-08-12\|33.24\|3.01\|31.61\|33.75\|31.61\|72894;2026-08-13\|32.38\|-2.59\|34.18\|35.76\|32.20\|123452;2026-08-14\|33.99\|4.97\|32.45\|33.99\|32.45\|127416;2026-08-17\|36.46\|7.27\|34.00\|36.46\|33.72\|164375;2026-08-18\|35.04\|-3.89\|36.08\|37.12\|34.54\|191517;2026-08-19\|31.77\|-9.33\|33.54\|34.68\|31.45\|138336;2026-08-20\|32.17\|1.26\|32.33\|33.12\|31.61\|90885;2026-08-21\|31.94\|-0.71\|32.10\|32.96\|31.50\|75348;2026-08-24\|30.71\|-3.85\|31.98\|31.99\|29.67\|89324;2026-08-25\|30.98\|0.88\|30.30\|31.44\|28.98\|66164;2026-08-26\|30.66\|-1.03\|31.26\|31.37\|30.01\|57552;2026-08-27\|31.93\|4.14\|31.16\|32.33\|30.12\|77516;2026-08-28\|30.89\|-3.26\|31.95\|32.51\|30.81\|72320;2026-08-31\|31.40\|1.65\|30.35\|31.59\|30.00\|66566;2026-09-01\|29.65\|-5.57\|31.30\|31.62\|29.50\|84017;2026-09-02\|29.28\|-1.25\|29.22\|29.79\|29.05\|51775;2026-09-03\|29.26\|-0.07\|29.45\|30.06\|28.72\|66401;2026-09-04\|28.22\|-3.55\|29.59\|30.09\|27.91\|78368;2026-09-07\|29.95\|6.13\|28.78\|30.30\|27.93\|106820;2026-09-08\|31.83\|6.28\|29.95\|32.47\|29.80\|147353;2026-09-09\|30.30\|-4.81\|31.84\|31.96\|30.01\|104693;2026-09-10\|30.49\|0.63\|30.00\|31.29\|29.72\|80226;2026-09-11\|29.31\|-3.87\|29.83\|30.30\|28.10\|77043;2026-09-14\|29.71\|1.36\|28.86\|30.08\|28.23\|58656;2026-09-15\|30.22\|1.72\|29.56\|31.60\|29.56\|83815
114637	证监会批复同意长鑫科技首次公开发行股票注册	间接投资长鑫科技、甬矽电子+机器人关节+空调风叶行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年7月16日机构调研，公司通过认购宁波燕创德鑫创业投资合伙企业（有限合伙）的8,000万元份额，间接获得了长鑫科技集团股份有限公司的股权。据2026年4月24日年报，截至本报告期末，公司还持有宁波燕创宸翊创业投资基金合伙企业（有限合伙）份额比例为28.44%；持有宁波燕创德鑫创业投资合伙企业（有限合伙）份额比例为5.95%；持有金华御道数维创业投资合伙企业（有限合伙）份额比例为39.98%；持有甬矽电子股份比例为7.55%。 2、据2026年4月24日年报，公司自主研发的关节电机模组已开发5个型号，集成永磁同步电机、谐波减速器及智能控制技术，可适配人形机器人场景，计划年内落地应用。 3、据2026年4月24日年报，公司为空调风叶细分领域龙头，服务格力、美的、海尔等核心客户，2025年获工信部“制造业单项冠军企业”。	公司间接持有长鑫科技集团0.066%股份	2026-05-12\|27.46\|3.00\|26.51\|27.50\|26.22\|86649;2026-05-13\|26.99\|-1.71\|27.00\|27.33\|26.28\|79328;2026-05-14\|26.71\|-1.04\|26.90\|27.50\|26.71\|69024;2026-05-15\|27.41\|2.62\|26.80\|27.86\|26.60\|79212;2026-05-18\|30.15\|10.00\|30.15\|30.15\|29.60\|52966;2026-05-19\|28.63\|-5.04\|29.49\|30.00\|28.10\|159348;2026-05-20\|29.82\|4.16\|29.15\|30.06\|28.64\|134265;2026-05-21\|28.80\|-3.42\|29.82\|31.49\|28.73\|143092;2026-05-22\|29.00\|0.69\|29.34\|29.94\|28.30\|115430;2026-05-25\|30.06\|3.66\|28.95\|30.45\|28.50\|113165;2026-05-26\|30.45\|1.30\|30.03\|31.26\|29.70\|133212;2026-05-27\|29.06\|-4.56\|30.33\|30.45\|28.83\|90077;2026-05-28\|28.48\|-2.00\|28.99\|29.54\|27.68\|99556;2026-05-29\|27.20\|-4.49\|28.56\|28.91\|26.99\|71181;2026-06-01\|26.82\|-1.40\|27.20\|27.50\|26.51\|53651;2026-06-02\|26.19\|-2.35\|26.56\|27.00\|25.71\|46485;2026-06-03\|25.89\|-1.15\|26.20\|26.84\|25.66\|65916;2026-06-04\|25.86\|-0.12\|25.55\|26.19\|25.50\|35000;2026-06-05\|25.72\|-0.54\|25.89\|26.30\|24.90\|47871;2026-06-08\|24.41\|-5.09\|24.91\|25.33\|24.00\|41870;2026-06-09\|24.81\|1.64\|24.65\|24.95\|24.21\|33264;2026-06-10\|25.36\|2.22\|24.50\|25.75\|24.23\|62679;2026-06-11\|25.79\|1.70\|24.95\|25.97\|24.95\|53298;2026-06-12\|25.30\|-1.90\|25.98\|26.89\|25.16\|52279;2026-06-15\|27.83\|10.00\|25.65\|27.83\|25.65\|84850;2026-06-16\|28.48\|2.34\|28.39\|29.26\|27.98\|97142;2026-06-17\|29.08\|2.11\|28.48\|29.37\|28.24\|71225;2026-06-18\|28.77\|0.84\|28.54\|28.98\|28.18\|62454;2026-06-22\|28.53\|-0.83\|28.74\|29.30\|27.82\|66803;2026-06-23\|29.06\|1.86\|28.25\|29.70\|27.88\|69866;2026-06-24\|29.62\|1.93\|28.95\|29.95\|28.27\|66620;2026-06-25\|28.90\|-2.43\|29.80\|30.35\|28.68\|68793;2026-06-26\|29.41\|1.76\|28.82\|30.83\|28.71\|87003;2026-06-29\|32.35\|10.00\|29.80\|32.35\|29.62\|131779;2026-06-30\|34.25\|5.87\|33.67\|34.80\|31.70\|211459;2026-07-01\|33.80\|-1.31\|34.28\|35.88\|33.51\|171433;2026-07-02\|32.23\|-4.64\|32.19\|33.88\|32.09\|116016;2026-07-03\|35.45\|9.99\|32.01\|35.45\|31.66\|126710;2026-07-06\|33.90\|-4.37\|36.00\|36.00\|33.00\|145347;2026-07-07\|31.92\|-5.84\|33.45\|33.90\|31.62\|80701;2026-07-08\|30.45\|-4.61\|32.23\|32.60\|30.41\|72275;2026-07-09\|33.50\|10.02\|31.50\|33.50\|31.20\|48751;2026-07-10\|32.71\|-2.36\|35.31\|35.31\|32.68\|170339;2026-07-13\|29.55\|-9.66\|32.55\|32.98\|29.44\|109380;2026-07-14\|29.27\|-0.95\|29.98\|30.90\|28.37\|89705;2026-07-15\|28.36\|-3.11\|30.00\|31.00\|28.00\|84678;2026-07-16\|26.00\|-8.32\|27.77\|28.22\|25.56\|91967;2026-07-17\|23.40\|-10.00\|25.86\|26.08\|23.40\|88807;2026-07-20\|21.67\|-7.39\|23.89\|24.05\|21.21\|110061;2026-07-21\|23.07\|6.46\|22.02\|23.25\|20.27\|104008;2026-07-22\|22.78\|-1.26\|22.98\|23.71\|22.60\|75341;2026-07-23\|22.73\|-0.22\|22.78\|23.18\|22.20\|48342;2026-07-24\|25.00\|9.99\|22.43\|25.00\|22.27\|139308;2026-07-27\|23.38\|-6.48\|22.50\|23.88\|22.50\|147603;2026-07-28\|23.85\|2.01\|23.06\|25.00\|22.94\|140866;2026-07-29\|22.48\|-5.74\|22.95\|23.55\|21.61\|131896;2026-07-30\|21.11\|-6.09\|22.13\|22.40\|21.11\|91836;2026-07-31\|21.91\|3.79\|22.20\|22.67\|21.91\|97511;2026-08-03\|21.43\|-2.19\|22.04\|22.06\|21.33\|54771;2026-08-04\|22.41\|4.57\|21.51\|22.49\|21.51\|58276;2026-08-05\|23.52\|4.95\|22.51\|23.80\|22.48\|67431;2026-08-06\|23.62\|0.43\|23.37\|23.94\|23.08\|50299;2026-08-07\|24.11\|2.07\|23.64\|24.26\|23.32\|55204;2026-08-10\|24.07\|-0.17\|24.12\|24.35\|23.70\|37341;2026-08-11\|23.80\|-1.12\|23.93\|24.20\|23.77\|31574;2026-08-12\|23.90\|0.42\|23.80\|24.09\|23.76\|27602;2026-08-13\|23.26\|-2.68\|24.00\|24.09\|23.26\|35093;2026-08-14\|24.12\|3.70\|23.42\|24.14\|23.37\|46833;2026-08-17\|25.13\|4.19\|24.13\|25.18\|24.01\|51279;2026-08-18\|24.74\|-1.55\|25.45\|25.45\|24.53\|40728;2026-08-19\|22.94\|-7.28\|24.30\|24.38\|22.80\|55000;2026-08-20\|22.95\|0.04\|23.21\|23.45\|22.80\|32459;2026-08-21\|23.25\|1.31\|22.77\|23.26\|22.42\|26049;2026-08-24\|23.19\|-0.26\|23.39\|23.57\|22.77\|30110;2026-08-25\|24.00\|3.49\|23.20\|24.14\|22.54\|51919;2026-08-26\|23.96\|-0.17\|23.88\|24.33\|23.74\|33536;2026-08-27\|24.58\|2.59\|23.97\|25.02\|23.85\|35754;2026-08-28\|24.12\|-1.87\|24.58\|24.61\|23.97\|37063;2026-08-31\|24.48\|1.49\|23.75\|24.63\|23.75\|41088;2026-09-01\|24.47\|-0.04\|24.35\|24.68\|24.20\|32113;2026-09-02\|24.22\|-1.02\|24.23\|24.45\|24.03\|26174;2026-09-03\|24.48\|1.07\|24.37\|24.68\|24.11\|28275;2026-09-04\|24.30\|-0.74\|24.59\|24.89\|24.05\|33600;2026-09-07\|24.32\|0.08\|24.30\|24.66\|24.11\|26587;2026-09-08\|24.15\|-0.70\|24.32\|24.50\|23.94\|21219;2026-09-09\|24.66\|2.11\|24.05\|24.77\|24.03\|38440;2026-09-10\|24.33\|-1.34\|24.45\|24.62\|24.12\|19794;2026-09-11\|23.04\|-5.30\|24.31\|24.33\|22.96\|44996;2026-09-14\|22.94\|-0.43\|22.93\|23.17\|22.62\|18722;2026-09-15\|23.45\|2.22\|22.94\|23.64\|22.85\|28469
114636	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369;2026-07-13\|36.36\|0.80\|34.52\|38.55\|34.08\|417806;2026-07-14\|35.41\|-2.61\|36.36\|37.64\|33.78\|333627;2026-07-15\|33.49\|-5.42\|36.55\|36.66\|32.60\|266528;2026-07-16\|31.66\|-5.46\|31.47\|34.33\|31.47\|204067;2026-07-17\|30.44\|-3.85\|31.46\|33.53\|30.27\|261155;2026-07-20\|27.40\|-9.99\|30.99\|31.00\|27.40\|181224;2026-07-21\|28.76\|4.96\|26.37\|28.94\|24.66\|351660;2026-07-22\|28.75\|-0.03\|28.00\|29.48\|27.74\|201470;2026-07-23\|28.11\|-2.23\|28.80\|29.98\|27.90\|134008;2026-07-24\|28.38\|0.96\|27.82\|29.77\|27.50\|179116;2026-07-27\|30.00\|5.71\|28.40\|30.18\|26.58\|194676;2026-07-28\|27.10\|-9.67\|29.01\|29.90\|27.01\|185715;2026-07-29\|26.16\|-3.47\|27.04\|28.28\|24.80\|183082;2026-07-30\|23.54\|-10.02\|25.85\|26.17\|23.54\|140521;2026-07-31\|23.93\|1.66\|25.00\|25.42\|23.88\|166853;2026-08-03\|21.90\|-8.48\|23.93\|24.00\|21.66\|193698;2026-08-04\|23.19\|5.89\|22.26\|23.54\|21.54\|184701;2026-08-05\|24.72\|6.60\|23.30\|25.20\|23.23\|172604;2026-08-06\|25.40\|2.75\|24.42\|25.60\|24.16\|164899;2026-08-07\|26.15\|2.95\|25.40\|26.50\|25.20\|150435;2026-08-10\|26.30\|0.57\|26.16\|26.60\|25.70\|125631;2026-08-11\|26.33\|0.11\|26.24\|26.77\|25.57\|112846;2026-08-12\|26.68\|1.33\|26.85\|27.01\|26.30\|142721;2026-08-13\|26.16\|-1.95\|26.91\|27.58\|26.10\|136306;2026-08-14\|26.81\|2.48\|26.46\|27.68\|26.28\|115605;2026-08-17\|28.38\|5.86\|26.80\|28.66\|26.62\|170026;2026-08-18\|27.90\|-1.69\|28.30\|29.08\|27.40\|149625;2026-08-19\|25.26\|-9.46\|26.97\|27.50\|25.20\|141918;2026-08-20\|25.18\|-0.32\|25.91\|25.94\|25.01\|130439;2026-08-21\|25.35\|0.68\|25.18\|25.86\|24.69\|78554;2026-08-24\|25.20\|-0.59\|25.36\|25.68\|24.30\|115312;2026-08-25\|24.81\|-1.55\|24.80\|25.20\|23.88\|89378;2026-08-26\|25.84\|4.15\|26.00\|26.30\|25.20\|159002;2026-08-27\|27.11\|4.91\|26.31\|27.20\|25.41\|168725;2026-08-28\|25.82\|-4.76\|26.90\|27.16\|25.71\|140619;2026-08-31\|25.62\|-0.77\|25.22\|25.81\|24.92\|100580;2026-09-01\|24.30\|-5.15\|25.62\|25.62\|24.14\|127598;2026-09-02\|23.92\|-1.56\|23.98\|24.22\|23.63\|73742;2026-09-03\|23.92\|0.00\|23.97\|24.23\|23.58\|62101;2026-09-04\|23.28\|-2.68\|23.97\|24.40\|23.07\|77391;2026-09-07\|23.67\|1.68\|23.40\|23.94\|23.40\|72312;2026-09-08\|23.98\|1.31\|23.60\|24.59\|23.20\|112614;2026-09-09\|23.82\|-0.67\|24.18\|24.98\|23.58\|89387;2026-09-10\|23.37\|-1.89\|23.59\|23.83\|23.33\|55692;2026-09-11\|22.83\|-2.31\|22.98\|23.30\|22.08\|79943;2026-09-14\|22.86\|0.13\|22.69\|23.00\|22.36\|57947;2026-09-15\|23.10\|1.05\|22.78\|23.75\|22.68\|52589
114635	证监会批复同意长鑫科技首次公开发行股票注册	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474;2026-09-15\|30.04\|0.64\|29.51\|30.46\|29.51\|461589
114634	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+园林工程+文体旅行业原因： 1、6月15日，美伊达成和平协议提升市场偏好，日韩股市大涨，存储板块领涨，铠侠涨超10%，SK海力士、三星电子涨超5%。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，强化AI存储高景气预期。公司原因： 1、据2026年1月14日互动易，公司参股的华澜微系国产数据存储领域部件提供商，其阵列存储产品主要针对数据中心、高性能计算/AI存储系统架构的硬件解决方案；据2025年年度报告，公司持有华澜微6.4969%股份。 2、据2026年6月4日异常波动公告，公司股票于2026年6月1日至3日连续三个交易日收盘价格涨幅偏离值累计超过20%；经自查，公司目前生产经营正常，不存在应披露而未披露的重大事项。 3、据2025年年度报告，公司秉持“建设美丽中国·锦绣美好生活”双引擎驱动战略，主营市政园林建设的同时，大力聚焦和发展文体旅产业，并以芸合科技为核心平台培育科技业务作为第二增长曲线。	1、公司拟以约1.12亿元收购杭州华澜微电子6.4969%股权，切入固态存储主控芯片及模组赛道； 2、公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-05-12\|24.97\|-2.54\|25.62\|26.05\|24.88\|53948;2026-05-13\|25.83\|3.44\|25.21\|26.08\|24.84\|59976;2026-05-14\|25.46\|-1.43\|25.74\|26.44\|25.00\|62013;2026-05-15\|25.95\|1.92\|25.38\|26.83\|25.27\|65934;2026-05-18\|28.55\|10.02\|25.94\|28.55\|25.94\|48048;2026-05-19\|27.28\|-4.45\|28.55\|28.80\|26.69\|116982;2026-05-20\|27.51\|0.84\|26.68\|29.20\|25.90\|95751;2026-05-21\|29.60\|7.60\|27.24\|30.26\|27.24\|155199;2026-05-22\|31.90\|7.77\|28.61\|32.29\|28.61\|150499;2026-05-25\|34.42\|7.90\|31.90\|35.09\|31.38\|225112;2026-05-26\|30.98\|-9.99\|33.82\|33.82\|30.98\|68352;2026-05-27\|27.88\|-10.01\|27.88\|28.87\|27.88\|33433;2026-05-28\|25.09\|-10.01\|25.09\|25.28\|25.09\|33266;2026-05-29\|24.51\|-2.31\|23.38\|25.50\|23.02\|148945;2026-06-01\|26.02\|6.16\|24.99\|26.68\|24.75\|118658;2026-06-02\|26.91\|3.42\|25.76\|27.89\|25.75\|107146;2026-06-03\|29.60\|10.00\|26.88\|29.60\|26.88\|97173;2026-06-04\|29.02\|-1.96\|29.31\|30.42\|28.60\|120571;2026-06-05\|28.65\|-1.27\|29.02\|29.38\|28.16\|75543;2026-06-08\|27.32\|-4.64\|27.13\|28.49\|26.82\|62708;2026-06-09\|27.12\|-0.73\|27.50\|28.30\|26.53\|58472;2026-06-10\|26.77\|-1.29\|26.85\|27.30\|25.98\|59400;2026-06-11\|27.85\|4.03\|26.51\|27.99\|26.48\|58915;2026-06-12\|27.30\|-1.97\|28.44\|28.67\|27.06\|60738;2026-06-15\|30.03\|10.00\|27.92\|30.03\|27.79\|46237;2026-06-16\|31.47\|4.80\|30.93\|32.05\|29.54\|101507;2026-06-17\|31.49\|0.06\|31.33\|31.81\|30.48\|67043;2026-06-18\|31.73\|0.76\|31.63\|32.04\|31.00\|53021;2026-06-22\|31.24\|-1.54\|31.53\|32.53\|30.55\|48235;2026-06-23\|28.12\|-9.99\|28.12\|28.50\|28.12\|14320;2026-06-24\|25.31\|-9.99\|25.31\|25.31\|25.31\|10087;2026-06-25\|25.87\|2.21\|24.68\|27.75\|24.68\|128477;2026-06-26\|25.15\|-2.78\|25.70\|26.45\|25.00\|74448;2026-06-29\|24.10\|-4.17\|26.14\|26.14\|23.79\|81690;2026-06-30\|22.85\|-5.19\|25.00\|25.00\|22.57\|84276;2026-07-01\|22.85\|0.00\|22.85\|23.96\|21.90\|82992;2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.32\|-3.75\|22.12\|22.20\|21.22\|38884;2026-07-16\|20.55\|-3.61\|21.00\|21.41\|20.46\|35815;2026-07-17\|18.80\|-8.52\|20.90\|20.90\|18.58\|50944;2026-07-20\|17.51\|-6.86\|19.27\|20.18\|17.26\|60706;2026-07-21\|18.85\|7.65\|17.50\|18.85\|15.78\|73481;2026-07-22\|18.51\|-1.80\|19.11\|19.46\|18.32\|36549;2026-07-23\|18.77\|1.40\|18.50\|19.08\|18.28\|26899;2026-07-24\|18.90\|0.69\|18.56\|19.47\|18.37\|36707;2026-07-27\|19.74\|4.44\|18.70\|19.93\|18.56\|35385;2026-07-28\|19.63\|-0.56\|19.50\|20.44\|19.35\|37458;2026-07-29\|18.58\|-5.35\|19.29\|19.62\|17.92\|46547;2026-07-30\|17.30\|-6.89\|18.41\|18.75\|17.29\|32782;2026-07-31\|18.67\|7.92\|18.44\|19.03\|18.00\|55339;2026-08-03\|19.16\|2.62\|18.49\|19.89\|18.48\|45318;2026-08-04\|21.08\|10.02\|19.24\|21.08\|18.88\|37673;2026-08-05\|21.21\|0.62\|21.68\|21.89\|20.81\|56651;2026-08-06\|21.15\|-0.28\|21.10\|21.35\|20.72\|28459;2026-08-07\|21.66\|2.41\|20.93\|21.80\|20.49\|36811;2026-08-10\|21.34\|-1.48\|21.74\|22.06\|21.08\|32829;2026-08-11\|21.42\|0.37\|21.23\|21.67\|20.68\|31392;2026-08-12\|21.57\|0.70\|21.61\|21.90\|21.30\|29329;2026-08-13\|21.75\|0.83\|21.90\|23.46\|21.66\|55529;2026-08-14\|21.42\|-1.52\|22.00\|22.07\|21.00\|30682;2026-08-17\|22.12\|3.27\|21.43\|22.28\|21.08\|28157;2026-08-18\|22.23\|0.50\|22.12\|22.48\|21.80\|23235;2026-08-19\|20.47\|-7.92\|21.80\|22.00\|20.34\|31861;2026-08-20\|20.70\|1.12\|20.67\|20.90\|20.39\|17703;2026-08-21\|20.59\|-0.53\|20.90\|20.98\|20.12\|19201;2026-08-24\|20.77\|0.87\|20.58\|20.91\|20.08\|28544;2026-08-25\|22.85\|10.01\|21.28\|22.85\|20.80\|36822;2026-08-26\|22.51\|-1.49\|25.14\|25.14\|22.39\|125850;2026-08-27\|23.31\|3.55\|22.44\|23.36\|22.08\|89810;2026-08-28\|23.43\|0.51\|23.28\|24.00\|23.00\|61099;2026-08-31\|24.55\|4.78\|22.90\|24.78\|22.90\|56240;2026-09-01\|24.62\|0.29\|24.78\|25.50\|24.43\|40707;2026-09-02\|25.01\|1.58\|24.38\|25.55\|24.15\|44242;2026-09-03\|24.83\|-0.72\|24.97\|25.45\|24.72\|28901;2026-09-04\|24.76\|-0.28\|24.78\|25.65\|24.49\|38606;2026-09-07\|25.43\|2.71\|24.95\|25.49\|24.95\|24723;2026-09-08\|25.20\|-0.90\|25.44\|25.64\|25.03\|22642;2026-09-09\|24.75\|-1.79\|25.40\|25.58\|24.35\|25656;2026-09-10\|24.17\|-2.34\|24.56\|24.56\|23.29\|38118;2026-09-11\|23.68\|-2.03\|23.38\|24.17\|23.01\|25375
114633	证监会批复同意长鑫科技首次公开发行股票注册	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-05-12\|8.56\|0.12\|8.56\|8.69\|8.52\|176780;2026-05-13\|8.75\|2.22\|8.56\|8.99\|8.44\|267029;2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|598087;2026-07-14\|9.74\|-9.98\|9.74\|9.80\|9.74\|144401;2026-07-15\|8.77\|-9.96\|9.17\|9.50\|8.77\|819036;2026-07-16\|8.15\|-7.07\|8.43\|8.74\|8.08\|678243;2026-07-17\|7.34\|-9.94\|8.08\|8.15\|7.34\|562611;2026-07-20\|6.90\|-5.99\|7.47\|7.49\|6.69\|528169;2026-07-21\|7.24\|4.93\|7.00\|7.25\|6.48\|527530;2026-07-22\|6.87\|-5.11\|7.08\|7.27\|6.80\|407319;2026-07-23\|6.94\|1.02\|6.82\|6.94\|6.75\|267254;2026-07-24\|6.70\|-3.46\|6.85\|6.87\|6.62\|237477;2026-07-27\|6.95\|3.73\|6.70\|6.96\|6.63\|282456;2026-07-28\|7.10\|2.16\|6.85\|7.35\|6.82\|419868;2026-07-29\|7.14\|0.56\|7.07\|7.15\|6.89\|274320;2026-07-30\|7.09\|-0.70\|7.05\|7.18\|6.90\|252138;2026-07-31\|7.31\|3.10\|7.28\|7.61\|7.24\|477377;2026-08-03\|7.47\|2.19\|7.26\|7.48\|7.16\|360851;2026-08-04\|7.66\|2.54\|7.49\|7.71\|7.43\|323736;2026-08-05\|7.88\|2.87\|7.59\|8.03\|7.58\|408368;2026-08-06\|7.88\|0.00\|7.81\|7.96\|7.72\|298528;2026-08-07\|8.02\|1.78\|7.87\|8.07\|7.79\|317106;2026-08-10\|8.03\|0.12\|8.07\|8.11\|7.80\|243161;2026-08-11\|7.93\|-1.25\|7.95\|8.05\|7.87\|216174;2026-08-12\|8.05\|1.51\|7.95\|8.05\|7.90\|191161;2026-08-13\|7.92\|-1.61\|8.23\|8.30\|7.91\|224066;2026-08-14\|7.96\|0.51\|7.95\|8.00\|7.79\|187396;2026-08-17\|8.08\|1.51\|7.98\|8.08\|7.84\|181621;2026-08-18\|8.16\|0.99\|8.09\|8.17\|8.00\|227157;2026-08-19\|7.68\|-5.88\|8.05\|8.05\|7.59\|273703;2026-08-20\|7.60\|-1.04\|7.73\|7.77\|7.48\|185090;2026-08-21\|7.60\|0.00\|7.50\|7.70\|7.32\|141618;2026-08-24\|7.45\|-1.97\|7.60\|7.60\|7.29\|167307;2026-08-25\|7.60\|2.01\|7.32\|7.61\|7.27\|154267;2026-08-26\|7.57\|-0.39\|7.61\|7.62\|7.44\|117748;2026-08-27\|7.66\|1.19\|7.53\|7.68\|7.51\|110291;2026-08-28\|7.70\|0.52\|7.75\|7.90\|7.67\|181867;2026-08-31\|7.85\|1.95\|7.65\|7.86\|7.56\|149314;2026-09-01\|7.92\|0.89\|7.88\|8.01\|7.81\|164824;2026-09-02\|7.81\|-1.39\|7.83\|7.86\|7.75\|100377;2026-09-03\|7.80\|-0.13\|7.82\|7.90\|7.71\|114168;2026-09-04\|7.69\|-1.41\|7.83\|7.92\|7.62\|149257;2026-09-07\|7.80\|1.43\|7.64\|7.88\|7.64\|134771;2026-09-08\|7.78\|-0.26\|7.75\|7.91\|7.74\|131741;2026-09-09\|7.66\|-1.54\|7.76\|7.81\|7.62\|113779;2026-09-10\|7.56\|-1.31\|7.58\|7.64\|7.49\|92795;2026-09-11\|7.46\|-1.32\|7.47\|7.54\|7.31\|102062;2026-09-14\|7.54\|1.07\|7.43\|7.60\|7.37\|83101;2026-09-15\|7.45\|-1.19\|7.47\|7.57\|7.40\|75238
114632	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+中国电子云增资+AI算力行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951;2026-07-13\|20.37\|-6.04\|21.26\|22.06\|20.15\|644030;2026-07-14\|18.99\|-6.77\|20.13\|20.70\|18.70\|714415;2026-07-15\|18.17\|-4.32\|19.11\|19.59\|18.09\|452915;2026-07-16\|17.20\|-5.34\|17.83\|18.30\|17.05\|402428;2026-07-17\|15.48\|-10.00\|17.27\|17.48\|15.48\|514732;2026-07-20\|14.84\|-4.13\|15.84\|16.15\|14.28\|792763;2026-07-21\|16.06\|8.22\|14.96\|16.20\|13.87\|720779;2026-07-22\|15.60\|-2.86\|15.83\|16.49\|15.52\|469714;2026-07-23\|14.92\|-4.36\|15.50\|15.74\|14.74\|387625;2026-07-24\|14.15\|-5.16\|14.70\|14.84\|14.11\|365008;2026-07-27\|15.04\|6.29\|14.12\|15.07\|13.80\|455424;2026-07-28\|14.15\|-5.92\|14.67\|15.14\|14.10\|462022;2026-07-29\|13.57\|-4.10\|14.13\|14.23\|13.29\|545193;2026-07-30\|12.31\|-9.29\|13.50\|13.70\|12.22\|880648;2026-07-31\|13.54\|9.99\|13.13\|13.54\|12.92\|634457;2026-08-03\|13.12\|-3.10\|13.60\|13.85\|13.06\|611179;2026-08-04\|13.92\|6.10\|13.39\|14.10\|13.21\|556675;2026-08-05\|14.62\|5.03\|14.12\|14.82\|14.02\|530719;2026-08-06\|14.58\|-0.27\|14.27\|14.74\|14.17\|436723;2026-08-07\|14.80\|1.51\|14.56\|14.88\|14.12\|425035;2026-08-10\|14.50\|-2.03\|14.87\|14.88\|14.26\|363158;2026-08-11\|14.71\|1.45\|14.51\|14.89\|14.18\|425632;2026-08-12\|14.87\|1.09\|14.74\|15.01\|14.50\|352698;2026-08-13\|14.70\|-1.14\|15.04\|15.40\|14.68\|434932;2026-08-14\|14.99\|1.97\|14.75\|15.04\|14.55\|352998;2026-08-17\|15.64\|4.34\|14.95\|15.66\|14.89\|498741;2026-08-18\|15.80\|1.02\|15.56\|15.99\|15.08\|559417;2026-08-19\|14.30\|-9.49\|15.49\|15.50\|14.22\|553953;2026-08-20\|14.44\|0.98\|14.59\|14.62\|14.18\|318168;2026-08-21\|14.80\|2.49\|14.37\|14.96\|14.10\|338734;2026-08-24\|14.26\|-3.65\|14.72\|14.78\|14.05\|359065;2026-08-25\|14.33\|0.49\|14.10\|14.44\|13.98\|274006;2026-08-26\|14.41\|0.56\|14.38\|14.53\|14.13\|240291;2026-08-27\|14.82\|2.85\|14.35\|14.92\|14.25\|385266;2026-08-28\|14.52\|-2.02\|14.69\|15.10\|14.51\|338889;2026-08-31\|14.79\|1.86\|14.28\|14.84\|14.22\|283303;2026-09-01\|14.73\|-0.41\|14.77\|14.92\|14.46\|243041;2026-09-02\|14.44\|-1.97\|14.55\|14.65\|14.25\|219603;2026-09-03\|14.38\|-0.42\|14.60\|14.77\|14.24\|234879;2026-09-04\|13.99\|-2.71\|14.50\|14.66\|13.88\|380212;2026-09-07\|14.18\|1.36\|14.08\|14.27\|13.92\|239689;2026-09-08\|14.12\|-0.42\|14.18\|14.40\|14.03\|222849;2026-09-09\|14.01\|-0.78\|14.12\|14.36\|13.92\|213016;2026-09-10\|13.88\|-0.93\|13.87\|13.97\|13.70\|171017;2026-09-11\|13.61\|-1.95\|13.67\|13.80\|13.31\|233603;2026-09-14\|13.93\|2.35\|13.60\|14.06\|13.41\|243943;2026-09-15\|14.19\|1.87\|13.92\|14.59\|13.86\|349492
114631	MPO等技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914
114630	MPO等技术受关注	商业航天+AI算力+高管增持+央企行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年5月7日互动易，公司商业航天产品已配套主流火箭及卫星重点型号，盈利水平稳定，具备在轨飞行经验，市场竞争力突出。 2、据2026年5月7日互动易，公司AI算力布局涵盖光模块精密组件、电源连接器、高速及液冷连接器，光模块组件业务增长迅速，电源连接器订单充足。 3、据2026年5月8日公告，7名高管近两日合计增持6.9万股，金额252万元，并承诺6个月不减持。 4、公司实控人为中国航空工业集团有限公司。	国内最大的军用光电连接器制造企业；公司主要产品包括电连接器、光器件及光电设备、线缆组件及集成产品、流体器件及液冷设备等，主要用于航空、航天等防务领域及民用高端制造领域；子公司深圳翔通光电主营光纤连接器、光纤适配器、光模块陶瓷插芯、光纤通信有源及无源器件产品等	2026-05-12\|40.85\|0.59\|41.77\|42.50\|40.67\|1410756;2026-05-13\|41.90\|2.57\|40.82\|42.50\|40.71\|873659;2026-05-14\|40.38\|-3.63\|42.50\|42.80\|40.38\|570754;2026-05-15\|39.46\|-2.28\|40.37\|41.20\|39.10\|480661;2026-05-18\|39.34\|-0.30\|40.01\|40.58\|38.75\|456908;2026-05-19\|39.88\|1.37\|39.20\|40.11\|38.57\|439767;2026-05-20\|41.45\|3.94\|39.65\|41.90\|39.65\|676919;2026-05-21\|40.80\|-1.57\|41.55\|42.70\|40.70\|635466;2026-05-22\|41.27\|1.15\|41.07\|41.71\|40.80\|331266;2026-05-25\|41.00\|-0.65\|41.38\|41.45\|39.38\|568541;2026-05-26\|39.48\|-2.40\|40.45\|41.90\|38.95\|542479;2026-05-27\|38.71\|-1.95\|39.69\|40.70\|38.50\|436771;2026-05-28\|38.99\|0.72\|38.66\|39.57\|38.17\|412039;2026-05-29\|36.42\|-6.59\|39.00\|39.46\|36.15\|531072;2026-06-01\|35.84\|-1.59\|36.75\|37.18\|35.75\|363487;2026-06-02\|35.63\|-0.59\|35.90\|36.04\|34.79\|346106;2026-06-03\|36.92\|3.62\|36.01\|38.24\|36.01\|454799;2026-06-04\|39.22\|6.23\|36.51\|39.86\|36.30\|660014;2026-06-05\|37.78\|-3.67\|38.75\|39.37\|37.64\|449961;2026-06-08\|35.33\|-6.48\|36.77\|37.35\|35.12\|479001;2026-06-09\|37.14\|5.12\|35.87\|37.20\|35.34\|414086;2026-06-10\|37.16\|0.05\|37.05\|38.28\|36.01\|362139;2026-06-11\|36.50\|-1.78\|36.76\|37.09\|36.08\|263308;2026-06-12\|36.01\|-1.34\|37.21\|37.85\|35.88\|481929;2026-06-15\|38.19\|6.05\|36.30\|38.40\|35.93\|516881;2026-06-16\|38.11\|-0.21\|38.41\|38.98\|37.78\|347777;2026-06-17\|38.82\|1.86\|37.75\|40.15\|37.30\|552895;2026-06-18\|40.78\|5.05\|38.96\|41.25\|38.52\|766308;2026-06-22\|42.73\|4.78\|41.51\|43.00\|41.45\|801736;2026-06-23\|41.50\|-2.88\|42.74\|43.10\|40.89\|640713;2026-06-24\|41.99\|1.18\|41.20\|42.58\|40.51\|513272;2026-06-25\|42.34\|0.83\|42.12\|43.87\|41.80\|519381;2026-06-26\|42.69\|0.83\|43.03\|43.87\|42.19\|671782;2026-06-29\|44.10\|3.30\|43.10\|45.45\|43.03\|804023;2026-06-30\|46.20\|4.76\|44.36\|47.21\|43.23\|712669;2026-07-01\|44.60\|-3.46\|46.20\|46.57\|44.15\|662107;2026-07-02\|44.11\|-1.10\|43.38\|45.67\|42.01\|595319;2026-07-03\|42.35\|-3.99\|43.70\|44.44\|42.10\|464258;2026-07-06\|43.79\|3.40\|42.80\|45.19\|41.33\|570005;2026-07-07\|43.16\|-1.44\|43.50\|44.33\|42.75\|385335;2026-07-08\|41.22\|-4.49\|43.27\|44.32\|41.22\|469225;2026-07-09\|40.13\|-2.64\|41.29\|41.69\|38.70\|614042;2026-07-10\|39.10\|-2.57\|40.60\|41.60\|39.00\|627803;2026-07-13\|35.23\|-9.90\|39.00\|39.00\|35.19\|737263;2026-07-14\|35.86\|1.79\|35.19\|35.86\|34.04\|498804;2026-07-15\|34.92\|-2.62\|36.50\|36.84\|34.74\|353562;2026-07-16\|34.01\|-2.61\|34.40\|35.03\|33.80\|360386;2026-07-17\|32.70\|-3.85\|33.90\|34.23\|32.50\|351736;2026-07-20\|32.27\|-1.31\|33.50\|33.68\|31.88\|386609;2026-07-21\|34.07\|5.58\|32.41\|34.15\|31.90\|440662;2026-07-22\|34.31\|0.70\|33.87\|34.83\|33.67\|360285;2026-07-23\|34.10\|-0.61\|34.31\|34.40\|33.73\|212790;2026-07-24\|33.33\|-2.26\|33.78\|33.99\|33.30\|166884;2026-07-27\|34.08\|2.25\|33.52\|34.10\|33.34\|222312;2026-07-28\|32.91\|-3.43\|33.57\|33.74\|32.85\|221696;2026-07-29\|33.67\|2.31\|32.91\|33.69\|32.72\|230486;2026-07-30\|33.38\|-0.86\|33.33\|33.82\|32.85\|264538;2026-07-31\|34.04\|1.98\|34.43\|34.58\|33.85\|295631;2026-08-03\|34.07\|0.09\|33.70\|34.16\|33.68\|161428;2026-08-04\|34.41\|1.00\|34.09\|34.60\|34.08\|262213;2026-08-05\|34.75\|0.99\|34.05\|35.22\|33.94\|372296;2026-08-06\|34.67\|-0.23\|34.45\|34.88\|33.90\|312658;2026-08-07\|35.46\|2.28\|34.61\|35.74\|34.35\|354191;2026-08-10\|35.50\|0.11\|35.46\|35.99\|35.03\|223831;2026-08-11\|35.18\|-0.90\|35.16\|35.51\|34.80\|174363;2026-08-12\|35.48\|0.85\|35.06\|35.76\|34.95\|149385;2026-08-13\|35.47\|-0.03\|35.78\|36.28\|35.41\|248913;2026-08-14\|36.08\|1.72\|35.85\|37.24\|35.60\|276529;2026-08-17\|35.82\|-0.72\|36.01\|36.02\|35.12\|275109;2026-08-18\|35.71\|-0.31\|35.62\|36.03\|35.14\|215460;2026-08-19\|34.38\|-3.72\|35.42\|35.58\|34.35\|264365;2026-08-20\|34.19\|-0.55\|34.74\|34.78\|34.05\|153563;2026-08-21\|34.42\|0.67\|34.03\|34.60\|33.88\|127635;2026-08-24\|33.01\|-4.10\|34.50\|34.99\|32.70\|309207;2026-08-25\|33.37\|1.09\|32.87\|33.92\|32.37\|215202;2026-08-26\|33.37\|0.00\|33.48\|33.68\|33.25\|149315;2026-08-27\|35.50\|6.38\|34.99\|35.66\|34.25\|453075;2026-08-28\|35.18\|-0.90\|35.31\|35.78\|35.10\|203470;2026-08-31\|35.25\|0.20\|34.92\|35.30\|34.56\|166358;2026-09-01\|34.90\|-0.99\|35.24\|35.24\|34.81\|139304;2026-09-02\|34.32\|-1.66\|34.56\|34.66\|34.00\|174741;2026-09-03\|34.64\|0.93\|34.51\|34.78\|34.23\|119264;2026-09-04\|34.22\|-1.21\|34.78\|34.88\|34.07\|159745;2026-09-07\|34.15\|-0.20\|34.25\|34.39\|33.89\|153386;2026-09-08\|34.01\|-0.41\|34.14\|34.30\|33.96\|108644;2026-09-09\|34.60\|1.73\|34.05\|34.74\|33.97\|177281;2026-09-10\|34.83\|0.66\|34.40\|35.05\|34.17\|180627;2026-09-11\|35.22\|1.12\|34.52\|36.08\|34.48\|288232;2026-09-14\|34.18\|-2.95\|35.19\|35.25\|34.00\|228751;2026-09-15\|34.68\|1.46\|34.01\|35.15\|34.00\|195066
114629	MPO等技术受关注	800G光模块+AI算力+武汉国资行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	公司表示各种类型800G系列产品都已经给北美头部厂家送样测试	2026-05-12\|144.16\|-2.30\|146.98\|150.50\|144.00\|990431;2026-05-13\|142.10\|-1.43\|140.00\|143.62\|136.80\|976177;2026-05-14\|137.40\|-3.31\|143.88\|146.20\|137.35\|905534;2026-05-15\|133.98\|-2.49\|138.10\|142.98\|130.26\|886672;2026-05-18\|147.38\|10.00\|137.53\|147.38\|137.03\|676805;2026-05-19\|158.40\|7.48\|151.06\|159.69\|147.28\|1422733;2026-05-20\|163.42\|3.17\|158.41\|170.88\|158.41\|1306426;2026-05-21\|153.96\|-5.79\|164.01\|165.80\|152.99\|1211819;2026-05-22\|156.31\|1.53\|155.55\|159.14\|153.60\|908112;2026-05-25\|171.94\|10.00\|157.00\|171.94\|155.50\|1090618;2026-05-26\|170.32\|-0.94\|171.94\|175.80\|165.96\|1116062;2026-05-27\|159.88\|-6.13\|166.95\|170.99\|159.00\|1070289;2026-05-28\|165.63\|3.60\|158.01\|167.10\|155.71\|815956;2026-05-29\|151.92\|-8.28\|166.34\|166.34\|150.28\|1057532;2026-06-01\|143.07\|-5.83\|154.90\|154.92\|142.58\|850159;2026-06-02\|149.25\|4.32\|144.80\|151.36\|141.22\|775330;2026-06-03\|154.39\|3.44\|153.98\|160.68\|150.70\|1014860;2026-06-04\|158.36\|2.57\|150.01\|161.09\|150.01\|764054;2026-06-05\|157.20\|-0.73\|156.30\|165.87\|155.86\|921741;2026-06-08\|148.85\|-5.31\|146.00\|154.78\|146.00\|687510;2026-06-09\|155.53\|4.49\|152.62\|155.79\|149.02\|649279;2026-06-10\|149.00\|-4.20\|152.80\|153.13\|147.01\|524023;2026-06-11\|150.50\|1.01\|148.01\|152.50\|147.13\|491338;2026-06-12\|151.01\|0.51\|155.01\|155.58\|151.01\|627813;2026-06-15\|160.98\|6.60\|152.98\|160.99\|147.01\|769126;2026-06-16\|164.00\|1.88\|161.00\|166.66\|159.08\|776303;2026-06-17\|170.51\|3.97\|161.65\|172.80\|161.00\|771903;2026-06-18\|177.55\|4.13\|169.11\|181.57\|168.72\|780774;2026-06-22\|174.67\|-1.62\|180.91\|181.05\|169.46\|905966;2026-06-23\|163.66\|-6.30\|172.79\|172.79\|162.51\|766124;2026-06-24\|167.89\|2.58\|162.00\|168.00\|161.30\|548837;2026-06-25\|173.58\|3.39\|168.78\|174.34\|165.40\|608961;2026-06-26\|160.94\|-7.28\|171.00\|171.87\|160.00\|667932;2026-06-29\|177.03\|10.00\|172.00\|177.03\|169.26\|1141374;2026-06-30\|184.61\|4.28\|179.00\|187.66\|173.03\|1090497;2026-07-01\|173.55\|-5.99\|184.00\|187.66\|171.80\|905333;2026-07-02\|156.20\|-10.00\|164.84\|164.84\|156.20\|809448;2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614;2026-07-13\|154.24\|-2.42\|155.01\|162.47\|152.18\|562193;2026-07-14\|159.84\|3.63\|152.26\|160.00\|142.50\|729549;2026-07-15\|145.21\|-9.15\|154.36\|154.36\|145.00\|611257;2026-07-16\|130.69\|-10.00\|135.02\|140.00\|130.69\|631248;2026-07-17\|117.62\|-10.00\|128.80\|130.00\|117.62\|639085;2026-07-20\|105.86\|-10.00\|118.00\|119.40\|105.86\|665761;2026-07-21\|113.15\|6.89\|104.90\|114.15\|95.27\|1019681;2026-07-22\|113.51\|0.32\|113.16\|119.51\|112.49\|823559;2026-07-23\|111.91\|-1.41\|113.90\|117.00\|111.19\|471647;2026-07-24\|108.19\|-3.32\|108.03\|112.00\|107.36\|375655;2026-07-27\|111.76\|3.30\|107.52\|111.85\|105.86\|389411;2026-07-28\|100.58\|-10.00\|107.63\|109.52\|100.58\|515133;2026-07-29\|100.26\|-0.32\|100.61\|101.62\|93.90\|643352;2026-07-30\|91.10\|-9.14\|98.01\|99.80\|90.23\|735040;2026-07-31\|95.37\|4.69\|98.48\|99.92\|95.37\|590788;2026-08-03\|93.17\|-2.31\|95.00\|95.83\|92.16\|368786;2026-08-04\|100.65\|8.03\|95.71\|101.80\|95.20\|580696;2026-08-05\|100.43\|-0.22\|93.17\|102.41\|93.17\|1058034;2026-08-06\|103.01\|2.57\|97.32\|106.27\|97.03\|804350;2026-08-07\|106.60\|3.49\|105.00\|108.56\|102.85\|883547;2026-08-10\|103.68\|-2.74\|107.50\|107.82\|101.19\|616771;2026-08-11\|103.80\|0.12\|103.41\|105.83\|101.21\|437708;2026-08-12\|106.32\|2.43\|103.21\|108.28\|102.77\|496091;2026-08-13\|107.04\|0.68\|108.67\|111.68\|106.99\|711114;2026-08-14\|109.79\|2.57\|107.51\|109.98\|106.84\|518675;2026-08-17\|113.66\|3.52\|110.14\|113.80\|108.99\|663435;2026-08-18\|111.95\|-1.50\|113.90\|114.58\|110.23\|503756;2026-08-19\|102.35\|-8.58\|107.48\|108.85\|100.76\|569586;2026-08-20\|104.18\|1.79\|104.07\|105.85\|102.18\|369686;2026-08-21\|106.78\|2.50\|103.71\|108.00\|103.50\|347575;2026-08-24\|103.35\|-3.21\|106.31\|107.37\|100.85\|342303;2026-08-25\|105.27\|1.86\|101.06\|106.49\|100.02\|348942;2026-08-26\|103.80\|-1.40\|105.60\|106.88\|101.63\|310594;2026-08-27\|104.90\|1.06\|102.01\|106.73\|99.00\|660667;2026-08-28\|102.93\|-1.88\|104.95\|107.58\|102.79\|456895;2026-08-31\|104.75\|1.77\|101.04\|104.79\|100.88\|350265;2026-09-01\|101.53\|-3.07\|104.68\|105.71\|100.60\|352981;2026-09-02\|99.30\|-2.20\|100.03\|101.00\|98.54\|284166;2026-09-03\|98.98\|-0.32\|101.05\|101.68\|97.86\|238376;2026-09-04\|95.60\|-3.41\|99.58\|100.86\|94.61\|364688;2026-09-07\|101.91\|6.60\|97.32\|102.08\|96.66\|491754;2026-09-08\|100.53\|-1.35\|102.00\|103.44\|100.22\|325434;2026-09-09\|108.79\|8.22\|108.57\|110.58\|108.10\|1012307;2026-09-10\|105.80\|-2.75\|108.00\|110.68\|105.10\|827074;2026-09-11\|103.88\|-1.81\|105.57\|107.43\|101.04\|600657;2026-09-14\|100.00\|-3.74\|101.97\|102.99\|99.60\|416183;2026-09-15\|100.20\|0.20\|99.84\|102.78\|98.33\|362231
114628	MPO等技术受关注	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|414.80\|-0.38\|435.00\|435.65\|411.57\|285202;2026-09-10\|410.90\|-0.94\|407.01\|419.46\|404.18\|218893;2026-09-11\|423.00\|2.94\|408.80\|426.30\|408.10\|422914;2026-09-14\|401.90\|-4.99\|410.30\|411.91\|398.00\|322093;2026-09-15\|397.01\|-1.22\|402.00\|406.99\|393.51\|243219
114627	MPO等技术受关注	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397;2026-07-22\|59.16\|-2.09\|59.88\|61.68\|58.80\|1062223;2026-07-23\|61.19\|3.43\|59.16\|61.98\|58.65\|1209696;2026-07-24\|60.59\|-0.98\|60.00\|62.49\|59.60\|757369;2026-07-27\|62.89\|3.80\|61.00\|63.02\|60.35\|1050501;2026-07-28\|60.10\|-4.44\|61.80\|62.68\|59.80\|1016612;2026-07-29\|62.35\|3.74\|60.55\|62.50\|59.20\|1426372;2026-07-30\|58.35\|-6.42\|61.36\|61.87\|57.02\|1660630;2026-07-31\|57.48\|-1.49\|60.40\|60.83\|57.01\|1816800;2026-08-03\|53.71\|-6.56\|55.90\|56.00\|53.12\|1861212;2026-08-04\|55.48\|3.30\|54.00\|56.00\|53.60\|1291502;2026-08-05\|55.87\|0.70\|52.71\|56.51\|52.65\|2242420;2026-08-06\|55.90\|0.05\|54.15\|57.95\|53.70\|1720575;2026-08-07\|56.99\|1.95\|56.13\|58.00\|55.88\|1626406;2026-08-10\|55.79\|-2.11\|57.50\|57.86\|55.00\|1207651;2026-08-11\|55.63\|-0.29\|55.31\|56.23\|54.52\|846677;2026-08-12\|57.35\|3.09\|55.68\|57.58\|55.30\|1126365;2026-08-13\|56.06\|-2.25\|57.99\|58.75\|56.05\|1082469;2026-08-14\|56.58\|0.93\|56.60\|56.88\|55.80\|717045;2026-08-17\|58.84\|3.99\|56.61\|58.88\|56.31\|1265790;2026-08-18\|57.74\|-1.87\|58.87\|59.50\|57.04\|939334;2026-08-19\|53.50\|-7.34\|56.60\|56.60\|53.06\|1583354;2026-08-20\|53.34\|-0.30\|53.96\|54.14\|52.80\|889389;2026-08-21\|54.65\|2.46\|52.98\|55.22\|52.81\|988123;2026-08-24\|53.72\|-1.70\|54.83\|55.40\|52.68\|908775;2026-08-25\|54.86\|2.12\|52.60\|55.69\|51.88\|1336501;2026-08-26\|57.11\|4.10\|54.99\|58.00\|53.80\|1552130;2026-08-27\|57.18\|0.12\|57.70\|57.77\|56.12\|1110962;2026-08-28\|56.60\|-1.01\|57.89\|58.44\|56.50\|1085035;2026-08-31\|57.62\|1.80\|55.90\|57.70\|55.43\|946222;2026-09-01\|56.92\|-1.21\|57.55\|57.66\|56.30\|687842;2026-09-02\|57.08\|0.28\|56.70\|57.90\|56.41\|919129;2026-09-03\|56.17\|-1.59\|57.49\|57.99\|55.84\|910668;2026-09-04\|54.30\|-3.33\|56.98\|56.98\|54.08\|1108347;2026-09-07\|55.93\|3.00\|54.60\|56.40\|54.54\|1061462;2026-09-08\|55.06\|-1.56\|55.90\|56.39\|54.89\|690124;2026-09-09\|55.86\|1.45\|55.53\|56.39\|55.44\|716680;2026-09-10\|54.45\|-2.52\|55.00\|55.45\|54.31\|773590;2026-09-11\|55.39\|1.73\|53.84\|55.92\|53.35\|872601;2026-09-14\|52.78\|-4.71\|54.49\|54.89\|52.60\|1205436;2026-09-15\|51.63\|-2.18\|52.35\|53.26\|51.55\|868745
114626	MPO等技术受关注	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813;2026-09-14\|873.00\|-5.72\|890.00\|895.00\|866.66\|271830;2026-09-15\|864.01\|-1.03\|873.38\|883.73\|858.00\|179554
114625	MPO等技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583;2026-09-15\|257.38\|0.16\|255.53\|263.98\|248.60\|316629
114624	MPO等技术受关注	光模块+人形机器人+高分子材料零部件供应商行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月26日及2026年3月9日互动易，公司的导热界面材料可用于机器人的关节部位，目前该领域相关业务已有人形机器人关节散热样品导入及小批量验证。 2、据2026年5月21日互动易，公司与华工科技旗下子公司华工正源在光模块领域保持合作，目前已批量供货；据2025年年度报告，公司针对光通信领域创新推出单组份后固化型导热凝胶，可大幅提升光模块核心元件的散热效率。 3、公司是一家高分子材料零部件供应商，主要为通信主设备厂商及其产业链上的其他通信设备厂商提供射频与透波防护器件、EMI及IP防护器件和电子导热散热器件等用于移动通信基站设备内、外部的零部件产品。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-05-12\|44.86\|3.36\|43.20\|45.35\|43.20\|73034;2026-05-13\|44.47\|-0.87\|44.18\|44.90\|43.80\|50288;2026-05-14\|42.79\|-3.78\|44.70\|44.79\|42.79\|42661;2026-05-15\|43.01\|0.51\|43.04\|44.26\|42.52\|41918;2026-05-18\|42.43\|-1.35\|42.55\|42.92\|41.77\|33872;2026-05-19\|42.16\|-0.64\|41.84\|42.22\|40.79\|36113;2026-05-20\|42.90\|1.76\|41.63\|43.33\|40.96\|38520;2026-05-21\|44.30\|3.26\|42.86\|46.00\|42.70\|90848;2026-05-22\|47.01\|6.12\|44.75\|47.81\|44.60\|97424;2026-05-25\|46.50\|-1.08\|47.07\|47.80\|45.20\|70606;2026-05-26\|47.33\|1.78\|46.05\|51.00\|46.05\|92925;2026-05-27\|49.50\|4.58\|47.05\|50.95\|46.87\|109472;2026-05-28\|40.63\|3.44\|37.11\|40.80\|36.68\|108637;2026-05-29\|38.32\|-5.69\|39.95\|40.42\|38.05\|95092;2026-06-01\|37.40\|-2.40\|38.02\|39.00\|37.19\|64567;2026-06-02\|44.88\|20.00\|37.29\|44.88\|37.17\|170702;2026-06-03\|50.36\|12.21\|45.89\|50.98\|43.58\|234868;2026-06-04\|47.76\|-5.16\|46.91\|48.28\|45.80\|152935;2026-06-05\|47.08\|-1.42\|46.03\|49.67\|45.80\|131384;2026-06-08\|41.03\|-12.85\|43.89\|44.74\|40.00\|128652;2026-06-09\|42.58\|3.78\|41.05\|42.82\|39.88\|109072;2026-06-10\|40.01\|-6.04\|41.01\|41.05\|38.88\|92484;2026-06-11\|38.61\|-3.50\|39.24\|39.95\|37.85\|77768;2026-06-12\|38.20\|-1.06\|39.94\|40.94\|37.80\|84440;2026-06-15\|42.04\|10.05\|38.80\|42.15\|38.55\|92993;2026-06-16\|42.50\|1.09\|42.10\|42.75\|41.17\|95303;2026-06-17\|43.40\|2.12\|41.66\|43.40\|41.50\|85188;2026-06-18\|45.60\|5.07\|44.03\|47.95\|44.01\|125975;2026-06-22\|47.79\|4.80\|44.45\|47.79\|44.10\|120941;2026-06-23\|43.67\|-8.62\|46.93\|46.93\|42.80\|93045;2026-06-24\|43.47\|-0.46\|42.57\|44.35\|42.40\|68414;2026-06-25\|47.02\|8.17\|43.69\|47.48\|42.80\|106990;2026-06-26\|46.05\|-2.06\|45.98\|46.85\|43.88\|81124;2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|35.31\|4.90\|34.33\|35.78\|33.23\|42167;2026-07-15\|32.95\|-6.68\|35.32\|35.40\|32.80\|42416;2026-07-16\|31.94\|-3.07\|32.69\|33.50\|31.61\|37018;2026-07-17\|29.50\|-7.64\|31.90\|32.14\|28.91\|45447;2026-07-20\|26.62\|-9.76\|29.95\|30.42\|25.74\|53606;2026-07-21\|29.07\|9.20\|27.48\|29.14\|24.90\|62021;2026-07-22\|27.85\|-4.20\|28.88\|29.78\|27.70\|43803;2026-07-23\|28.17\|1.15\|27.88\|28.68\|27.53\|31860;2026-07-24\|27.78\|-1.38\|27.60\|28.59\|27.37\|24810;2026-07-27\|28.73\|3.42\|27.74\|28.73\|27.34\|33303;2026-07-28\|27.37\|-4.73\|28.20\|28.76\|27.22\|33509;2026-07-29\|27.17\|-0.73\|27.38\|27.50\|26.00\|36602;2026-07-30\|25.50\|-6.15\|27.08\|27.15\|25.20\|33072;2026-07-31\|26.95\|5.69\|27.14\|27.79\|26.80\|40993;2026-08-03\|27.26\|1.15\|26.80\|27.27\|26.40\|27362;2026-08-04\|29.27\|7.37\|27.57\|29.50\|27.51\|50534;2026-08-05\|30.38\|3.79\|28.85\|30.67\|28.83\|49608;2026-08-06\|31.03\|2.14\|29.98\|31.38\|29.29\|47083;2026-08-07\|32.00\|3.13\|31.12\|32.10\|30.58\|43744;2026-08-10\|31.19\|-2.53\|32.00\|32.00\|30.72\|29904;2026-08-11\|31.14\|-0.16\|31.13\|31.68\|30.51\|23760;2026-08-12\|31.92\|2.50\|31.16\|32.18\|31.03\|27281;2026-08-13\|31.35\|-1.79\|32.28\|32.82\|31.35\|33199;2026-08-14\|37.62\|20.00\|34.84\|37.62\|33.50\|122043;2026-08-17\|41.55\|10.45\|41.01\|43.27\|39.54\|196180;2026-08-18\|39.19\|-5.68\|41.14\|42.70\|38.86\|153134;2026-08-19\|36.20\|-7.63\|38.98\|39.14\|36.05\|105329;2026-08-20\|40.20\|11.05\|37.20\|42.50\|35.79\|113619;2026-08-21\|40.39\|0.47\|39.80\|40.95\|38.22\|94637;2026-08-24\|41.10\|1.76\|43.86\|45.00\|41.00\|178214;2026-08-25\|39.00\|-5.11\|41.72\|42.20\|37.68\|119448;2026-08-26\|36.52\|-6.36\|38.50\|38.50\|35.74\|110711;2026-08-27\|37.32\|2.19\|36.52\|37.76\|36.03\|100023;2026-08-28\|37.94\|1.66\|36.66\|39.79\|36.51\|109818;2026-08-31\|38.73\|2.08\|37.00\|39.69\|36.80\|86236;2026-09-01\|37.44\|-3.33\|38.63\|38.71\|37.06\|59922;2026-09-02\|36.22\|-3.26\|36.93\|37.02\|35.88\|51335;2026-09-03\|38.59\|6.54\|36.68\|39.88\|36.65\|107385;2026-09-04\|35.70\|-7.49\|38.61\|38.94\|35.35\|86548;2026-09-07\|40.79\|14.26\|35.74\|41.40\|35.74\|124854;2026-09-08\|41.34\|1.35\|40.38\|41.75\|39.60\|106733;2026-09-09\|41.10\|-0.58\|42.07\|42.50\|40.70\|65515;2026-09-10\|40.07\|-2.51\|40.83\|40.90\|39.81\|39170;2026-09-11\|39.22\|-2.12\|39.60\|40.31\|38.10\|42978;2026-09-14\|39.79\|1.45\|39.06\|39.98\|37.50\|41816;2026-09-15\|39.43\|-0.90\|39.51\|42.00\|38.88\|75501
114623	MPO等技术受关注	AI液冷散热+高速连接器+扭亏为盈行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月1日投资者关系活动记录，公司液冷Cage今年有较明显进展，适配液冷方案的Cage已有出货，Cage+液冷一体化方案在推进中，几家连接器大厂预期指引均很高；据2026年4月29日年报，公司液冷业务实现突破性进展，已成功进入全球顶级AI算力平台供应链，产品已批量应用于高性能AI数据中心集群。 2、据2026年5月1日投资者关系活动记录，公司现阶段接到的新项目以112G/224G为主，112G以上高端产品占比已超过50%，毛利率显著高于传统产品；马来西亚基地2026年全面投产，且新增光模块Cage产线，已获得海外连接器大厂的光模块Cage订单。 3、据2026年4月29日披露的一季报，公司2026年一季度营收6.09亿元，同比增长38.30%；归母净利润948.99万元，同比实现扭亏为盈。	1、公司OSFP112G、OSFP-XD224G等高速通讯连接器及光模块CAGE组件大批量交货，切入共封装光学CPO赛道； 2、公司的高速连接器及相关产品终端应用于服务器、数据中心、通讯基站等领域； 3、公司针对GPU服务器与AI数据中心的高热密度场景，研发液冷散热结构件及模组产品	2026-05-12\|75.65\|5.22\|71.90\|76.12\|70.16\|201056;2026-05-13\|77.36\|2.26\|75.20\|78.23\|73.96\|191037;2026-05-14\|71.90\|-7.06\|76.67\|78.80\|71.88\|149089;2026-05-15\|73.05\|1.60\|72.73\|75.48\|71.92\|111992;2026-05-18\|78.32\|7.21\|71.52\|79.87\|70.80\|167424;2026-05-19\|76.92\|-1.79\|78.00\|79.97\|75.00\|113329;2026-05-20\|76.36\|-0.73\|76.92\|78.20\|73.51\|102028;2026-05-21\|73.60\|-3.61\|77.63\|81.00\|73.50\|143734;2026-05-22\|82.70\|12.36\|75.42\|82.70\|73.66\|173879;2026-05-25\|81.40\|-1.57\|81.88\|84.56\|80.00\|113475;2026-05-26\|77.00\|-5.41\|80.63\|82.99\|75.30\|118439;2026-05-27\|79.50\|3.25\|80.00\|84.77\|77.01\|184897;2026-05-28\|95.40\|20.00\|78.00\|95.40\|78.00\|212764;2026-05-29\|88.28\|-7.46\|101.00\|101.12\|87.13\|202679;2026-06-01\|88.75\|0.53\|88.04\|93.58\|85.68\|166541;2026-06-02\|92.07\|3.74\|88.28\|93.30\|87.03\|190348;2026-06-03\|88.99\|-3.35\|92.01\|95.18\|85.16\|224777;2026-06-04\|106.79\|20.00\|86.36\|106.79\|86.36\|255299;2026-06-05\|109.60\|2.63\|109.92\|120.15\|108.00\|272287;2026-06-08\|97.86\|-10.71\|105.00\|108.80\|96.20\|202689;2026-06-09\|103.00\|5.25\|99.00\|105.20\|96.00\|211578;2026-06-10\|95.55\|-7.23\|100.00\|102.88\|93.41\|153606;2026-06-11\|97.43\|1.97\|94.35\|103.45\|93.97\|153174;2026-06-12\|93.38\|-4.16\|102.00\|103.48\|93.08\|135474;2026-06-15\|102.85\|10.14\|95.26\|103.25\|94.00\|158025;2026-06-16\|111.78\|8.68\|102.98\|114.30\|102.00\|193071;2026-06-17\|114.87\|2.76\|108.50\|117.32\|108.20\|169390;2026-06-18\|125.00\|8.82\|116.86\|129.39\|115.00\|149407;2026-06-22\|119.55\|-4.36\|123.88\|124.00\|114.44\|146650;2026-06-23\|112.48\|-5.91\|125.00\|128.00\|110.01\|139279;2026-06-24\|121.33\|7.87\|113.66\|122.00\|110.88\|135199;2026-06-25\|128.99\|6.31\|122.89\|132.77\|119.02\|144694;2026-06-26\|118.61\|-8.05\|125.00\|128.00\|118.27\|113152;2026-06-29\|108.39\|-8.62\|118.20\|121.00\|104.00\|139128;2026-06-30\|120.72\|11.38\|108.39\|121.70\|106.00\|116263;2026-07-01\|114.51\|-5.14\|119.22\|121.74\|112.05\|97173;2026-07-02\|105.59\|-7.79\|110.00\|114.45\|105.00\|93028;2026-07-03\|101.06\|-4.29\|106.01\|111.59\|99.86\|104128;2026-07-06\|102.28\|1.21\|101.00\|109.00\|99.00\|93426;2026-07-07\|98.72\|-3.48\|102.30\|105.50\|97.02\|78998;2026-07-08\|95.05\|-3.72\|100.00\|102.02\|94.90\|65903;2026-07-09\|102.17\|7.49\|98.67\|102.66\|93.50\|83431;2026-07-10\|104.91\|2.68\|106.51\|113.88\|104.90\|126072;2026-07-13\|94.19\|-10.22\|104.00\|107.05\|94.00\|89968;2026-07-14\|98.98\|5.09\|94.98\|100.54\|93.00\|72020;2026-07-15\|95.49\|-3.53\|101.01\|103.60\|94.65\|70269;2026-07-16\|91.50\|-4.18\|93.75\|98.66\|89.88\|74577;2026-07-17\|76.82\|-16.04\|90.00\|91.50\|76.38\|134238;2026-07-20\|65.88\|-14.24\|79.81\|80.50\|62.62\|131266;2026-07-21\|72.78\|10.47\|67.28\|72.88\|57.30\|148853;2026-07-22\|71.16\|-2.23\|71.46\|75.35\|70.35\|97797;2026-07-23\|70.50\|-0.93\|71.85\|74.88\|69.33\|65881;2026-07-24\|67.91\|-3.67\|68.70\|71.03\|67.04\|55891;2026-07-27\|70.50\|3.81\|68.01\|71.30\|66.10\|60880;2026-07-28\|63.13\|-10.45\|68.82\|69.50\|62.88\|80049;2026-07-29\|61.02\|-3.34\|63.13\|64.64\|57.67\|87393;2026-07-30\|53.97\|-11.55\|61.25\|61.25\|53.28\|98366;2026-07-31\|57.56\|6.65\|60.06\|61.87\|57.51\|87985;2026-08-03\|55.56\|-3.47\|57.32\|58.11\|54.72\|71186;2026-08-04\|62.00\|11.59\|56.57\|62.00\|55.34\|87623;2026-08-05\|65.50\|5.65\|61.15\|66.48\|59.59\|95335;2026-08-06\|70.12\|7.05\|64.00\|70.28\|62.98\|103928;2026-08-07\|73.98\|5.50\|70.90\|75.00\|68.20\|142355;2026-08-10\|70.50\|-4.70\|73.80\|75.00\|68.61\|104694;2026-08-11\|70.46\|-0.06\|69.67\|72.48\|68.80\|75096;2026-08-12\|72.55\|2.97\|70.27\|74.58\|69.54\|73724;2026-08-13\|72.02\|-0.73\|74.00\|75.30\|72.00\|91827;2026-08-14\|78.35\|8.79\|75.00\|80.81\|74.98\|159647;2026-08-17\|81.20\|3.64\|79.69\|81.58\|77.02\|151539;2026-08-18\|79.11\|-2.57\|82.29\|82.82\|77.07\|113570;2026-08-19\|71.73\|-9.33\|75.85\|77.49\|71.02\|99472;2026-08-20\|72.37\|0.89\|73.36\|74.23\|71.32\|60535;2026-08-21\|75.45\|4.26\|71.60\|78.50\|71.02\|91534;2026-08-24\|73.68\|-2.35\|76.01\|76.95\|71.33\|71282;2026-08-25\|77.04\|4.56\|72.05\|78.20\|70.64\|97005;2026-08-26\|75.06\|-2.57\|77.26\|78.57\|73.26\|77311;2026-08-27\|78.94\|5.17\|76.34\|79.10\|74.50\|91563;2026-08-28\|75.70\|-4.10\|78.90\|79.06\|75.60\|84424;2026-08-31\|80.25\|6.01\|72.80\|80.62\|71.99\|118684;2026-09-01\|77.03\|-4.01\|80.51\|80.78\|76.00\|78783;2026-09-02\|76.83\|-0.26\|75.57\|79.50\|75.19\|80202;2026-09-03\|82.91\|7.91\|78.89\|84.40\|77.90\|162760;2026-09-04\|76.18\|-8.12\|83.13\|83.49\|74.70\|153603;2026-09-07\|80.10\|5.15\|76.88\|81.18\|75.50\|119358;2026-09-08\|77.64\|-3.07\|79.14\|81.00\|77.11\|96078;2026-09-09\|76.67\|-1.25\|79.00\|80.28\|76.01\|80498;2026-09-10\|75.90\|-1.00\|75.00\|78.63\|74.88\|61744;2026-09-11\|75.30\|-0.79\|74.01\|76.00\|71.55\|76909;2026-09-14\|77.00\|2.26\|74.04\|78.60\|72.31\|67991;2026-09-15\|78.89\|2.45\|76.52\|80.40\|76.50\|74614
114622	MPO等技术受关注	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599;2026-09-14\|139.50\|5.49\|128.44\|140.88\|126.05\|75237;2026-09-15\|139.00\|-0.36\|140.89\|143.21\|138.40\|55769
114621	MPO等技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090;2026-07-27\|43.12\|0.96\|43.00\|44.07\|41.50\|52281;2026-07-28\|41.16\|-4.55\|43.94\|46.97\|40.80\|83007;2026-07-29\|39.10\|-5.00\|41.56\|41.56\|37.18\|80330;2026-07-30\|35.80\|-8.44\|38.03\|39.27\|35.31\|63132;2026-07-31\|38.50\|7.54\|39.00\|41.33\|38.36\|63040;2026-08-03\|37.76\|-1.92\|38.50\|38.95\|36.82\|57882;2026-08-04\|40.93\|8.40\|38.50\|41.58\|38.02\|55552;2026-08-05\|43.70\|6.77\|39.52\|44.40\|39.52\|58726;2026-08-06\|44.62\|2.11\|42.78\|45.55\|42.40\|50439;2026-08-07\|46.50\|4.21\|44.77\|46.99\|43.90\|54418;2026-08-10\|46.44\|-0.13\|47.01\|47.99\|44.96\|58822;2026-08-11\|45.87\|-1.23\|45.25\|46.77\|44.36\|45277;2026-08-12\|49.23\|7.33\|45.59\|51.10\|45.59\|69857;2026-08-13\|49.16\|-0.14\|49.65\|51.66\|48.08\|84896;2026-08-14\|49.48\|0.65\|49.13\|49.92\|48.36\|42919;2026-08-17\|52.43\|5.96\|49.48\|52.83\|49.30\|56890;2026-08-18\|53.30\|1.66\|52.74\|53.69\|51.59\|48476;2026-08-19\|47.69\|-10.53\|51.55\|52.35\|46.64\|73730;2026-08-20\|51.26\|7.49\|48.14\|51.27\|47.15\|69966;2026-08-21\|49.78\|-2.89\|50.53\|52.47\|48.72\|51157;2026-08-24\|48.10\|-3.37\|49.58\|49.98\|46.93\|48563;2026-08-25\|48.85\|1.56\|48.10\|49.48\|45.90\|45442;2026-08-26\|48.26\|-1.21\|49.22\|49.35\|46.94\|31656;2026-08-27\|50.22\|4.06\|48.35\|50.75\|47.90\|36857;2026-08-28\|48.45\|-3.52\|49.41\|51.46\|48.38\|38822;2026-08-31\|49.53\|2.23\|47.70\|49.66\|46.20\|34434;2026-09-01\|46.95\|-5.21\|49.27\|49.50\|46.68\|42028;2026-09-02\|46.36\|-1.26\|46.06\|46.87\|45.18\|47127;2026-09-03\|47.01\|1.40\|46.52\|47.72\|46.21\|32926;2026-09-04\|45.06\|-4.15\|47.20\|48.37\|44.60\|31663;2026-09-07\|47.29\|4.95\|45.30\|47.83\|44.75\|36224;2026-09-08\|45.89\|-2.96\|47.35\|47.65\|45.83\|29337;2026-09-09\|45.29\|-1.31\|46.80\|47.55\|45.10\|37504;2026-09-10\|44.56\|-1.61\|45.38\|45.38\|44.28\|32503;2026-09-11\|43.50\|-2.38\|43.78\|44.50\|41.67\|33442;2026-09-14\|43.85\|0.80\|43.21\|44.64\|42.27\|27510;2026-09-15\|43.90\|0.11\|44.26\|44.91\|43.14\|24457
114620	MPO等技术受关注	OCS光路交换机+拟收购光隆集成+存储分销+车载芯片行业原因： 1、近日，戴尔科技集团CEO迈克尔・戴尔在公开活动中表示，预计2028年AI加速器领域的总内存需求将较2023年激增625倍。 2、三星电子二季度DRAM合约价再涨30%，行业涨价潮持续。公司原因： 1、据2026年1月29日公告草案，公司拟发行股份及支付现金收购桂林光隆集成100%股权，标的已攻克32/64/128通道OCS光模块技术，预计2026年全面市场推广。3月23日互动易，光隆集成构建了丰富的产品线，主要产品包括光开关、光保护模块和OCS光路交换机等，能够满足不同行业、不同场景的客户需求。 2、据2026年3月24日投资者关系活动记录表，公司首款车规级TDDI/DDIC已量产落地，多款改进型产品推进流片、试产，与国内头部面板厂及整车厂验证合作。 3、据2025年4月24日年报，公司分销存储芯片涵盖DRAM、NAND、EMMC、SSD，2024年分销业务营收48.82亿元，同比增长6.58%，存储业务增速显著。	公司拟收购光隆集成100%股权和奥简微电子80%股权；光隆集成的产品包括光开关、光保护模块，以及光衰减器、波分复用器、环形器等其他光学器件和全光交换(OCS)交换机等，其中MEMS方案的OCS交换机可与高速光模块、光环形器或双向WDM(波分复用)器件构成高效率、低成本、高效益的大规模光交换系统，主要应用于大规模数据中心；奥简微电子主要从事高性能模拟芯片	2026-05-12\|19.01\|4.34\|18.18\|20.20\|18.02\|1943561;2026-05-13\|20.32\|6.89\|18.88\|20.64\|18.73\|1804078;2026-05-14\|21.25\|4.58\|20.59\|22.37\|20.48\|1850690;2026-05-15\|21.53\|1.32\|21.50\|22.20\|20.67\|1705763;2026-05-18\|21.75\|1.02\|20.46\|22.08\|19.79\|1420635;2026-05-19\|22.94\|5.47\|21.55\|23.15\|21.07\|1595661;2026-05-20\|22.79\|-0.65\|22.77\|23.66\|22.33\|1487835;2026-05-21\|19.88\|-12.77\|22.96\|23.03\|19.76\|2040002;2026-05-22\|19.80\|-0.40\|20.20\|20.38\|19.50\|1282875;2026-05-25\|20.10\|1.52\|20.10\|21.19\|19.78\|1070105;2026-05-26\|18.75\|-6.72\|19.89\|19.89\|18.38\|1155387;2026-05-27\|17.94\|-4.32\|18.72\|18.81\|17.76\|996500;2026-05-28\|18.69\|4.18\|17.84\|19.10\|17.46\|941207;2026-05-29\|17.38\|-7.01\|18.66\|18.80\|17.17\|868527;2026-06-01\|16.79\|-3.39\|17.50\|17.55\|16.65\|676873;2026-06-02\|17.22\|2.56\|16.96\|17.44\|16.54\|676054;2026-06-03\|17.18\|-0.23\|17.51\|17.93\|16.81\|1088503;2026-06-04\|17.13\|-0.29\|16.88\|17.38\|16.51\|814540;2026-06-05\|16.84\|-1.69\|16.91\|17.44\|16.46\|748261;2026-06-08\|15.67\|-6.95\|16.00\|16.43\|15.45\|715964;2026-06-09\|16.25\|3.70\|15.96\|16.30\|15.71\|548086;2026-06-10\|15.50\|-4.62\|15.98\|15.98\|15.21\|543817;2026-06-11\|16.53\|6.65\|15.50\|17.05\|15.36\|1144366;2026-06-12\|17.25\|4.36\|18.50\|19.17\|17.00\|2074739;2026-06-15\|19.26\|11.65\|16.95\|19.66\|16.95\|1605024;2026-06-16\|19.62\|1.87\|19.11\|20.26\|18.81\|1296992;2026-06-17\|18.79\|-4.23\|19.06\|19.37\|18.51\|985030;2026-06-18\|18.86\|0.37\|18.75\|19.17\|18.25\|703033;2026-06-22\|20.24\|7.32\|19.30\|20.30\|18.46\|1463093;2026-06-23\|19.58\|-3.26\|20.08\|20.26\|19.12\|907130;2026-06-24\|21.37\|9.14\|19.54\|22.45\|19.46\|1446222;2026-06-25\|21.08\|-1.36\|21.17\|21.53\|20.80\|1115816;2026-06-26\|20.00\|-5.12\|20.70\|21.62\|19.87\|957838;2026-06-29\|18.64\|-6.80\|19.59\|19.78\|17.74\|1121808;2026-06-30\|19.03\|2.09\|18.64\|19.59\|18.22\|751473;2026-07-01\|18.51\|-2.73\|18.79\|19.45\|18.37\|655404;2026-07-02\|17.79\|-3.89\|17.86\|19.19\|17.37\|775858;2026-07-03\|17.94\|0.84\|17.61\|18.65\|16.97\|755719;2026-07-06\|18.89\|5.30\|17.95\|19.15\|17.54\|943796;2026-07-07\|19.07\|0.95\|19.01\|19.60\|18.50\|1048733;2026-07-08\|19.68\|3.20\|19.07\|19.87\|17.63\|1317649;2026-07-09\|20.83\|5.84\|19.40\|21.00\|18.64\|1387816;2026-07-10\|18.90\|-9.27\|20.54\|20.68\|18.82\|1090324;2026-07-13\|17.99\|-4.81\|18.52\|19.88\|17.92\|845595;2026-07-14\|19.00\|5.61\|18.00\|19.70\|17.92\|957996;2026-07-15\|17.00\|-10.53\|18.99\|19.09\|17.00\|913824;2026-07-16\|16.19\|-4.76\|16.50\|17.25\|15.86\|614952;2026-07-17\|13.95\|-13.84\|15.91\|15.99\|13.94\|787494;2026-07-20\|14.16\|1.51\|14.32\|14.58\|13.15\|749079;2026-07-21\|14.99\|5.86\|14.20\|15.04\|13.40\|720537;2026-07-22\|15.35\|2.40\|14.78\|16.05\|14.61\|823350;2026-07-23\|14.95\|-2.61\|15.35\|15.53\|14.88\|427493;2026-07-24\|14.50\|-3.01\|14.65\|14.97\|14.47\|296290;2026-07-27\|15.04\|3.72\|14.50\|15.10\|14.21\|387458;2026-07-28\|14.04\|-6.65\|14.70\|14.89\|13.88\|415454;2026-07-29\|13.38\|-4.70\|13.92\|14.07\|12.70\|642357;2026-07-30\|11.91\|-10.99\|13.15\|13.34\|11.91\|661721;2026-07-31\|12.67\|6.38\|12.80\|13.19\|12.64\|787523;2026-08-03\|13.18\|4.03\|12.61\|13.46\|12.42\|526718;2026-08-04\|14.90\|13.05\|13.38\|14.95\|13.20\|787880;2026-08-05\|14.80\|-0.67\|14.30\|14.99\|14.20\|711406;2026-08-06\|14.96\|1.08\|14.69\|15.34\|14.62\|600986;2026-08-07\|15.18\|1.47\|15.00\|15.38\|14.78\|660609;2026-08-10\|16.01\|5.47\|15.20\|16.25\|14.80\|759049;2026-08-11\|15.59\|-2.62\|15.90\|16.73\|15.56\|852824;2026-08-12\|16.82\|7.89\|15.54\|16.94\|15.47\|1040446;2026-08-13\|17.11\|1.72\|16.99\|17.67\|16.67\|848934;2026-08-14\|17.27\|0.94\|17.32\|17.42\|16.81\|602475;2026-08-17\|17.00\|-1.56\|17.23\|17.30\|16.65\|699738;2026-08-18\|17.65\|3.82\|17.00\|17.76\|16.79\|817307;2026-08-19\|15.89\|-9.97\|17.00\|17.21\|15.78\|829526;2026-08-20\|16.47\|3.65\|16.26\|17.12\|16.08\|678962;2026-08-21\|16.84\|2.25\|16.54\|17.35\|16.20\|573500;2026-08-24\|16.90\|0.36\|16.77\|17.13\|16.16\|592145;2026-08-25\|16.28\|-3.67\|16.50\|16.64\|15.96\|541980;2026-08-26\|16.22\|-0.37\|16.39\|16.50\|15.89\|401796;2026-08-27\|16.88\|4.07\|16.30\|17.15\|16.23\|614045;2026-08-28\|16.83\|-0.30\|16.92\|17.65\|16.77\|886434;2026-08-31\|16.99\|0.95\|16.53\|17.45\|16.38\|782078;2026-09-01\|16.53\|-2.71\|16.89\|16.99\|16.08\|632016;2026-09-02\|16.01\|-3.15\|16.25\|16.29\|15.82\|474114;2026-09-03\|16.23\|1.37\|16.15\|16.53\|15.71\|500210;2026-09-04\|15.63\|-3.70\|16.31\|16.65\|15.42\|536239;2026-09-07\|15.86\|1.47\|15.76\|16.21\|15.50\|590610;2026-09-08\|15.32\|-3.40\|15.57\|16.02\|15.27\|543109;2026-09-09\|15.70\|2.48\|15.48\|16.76\|15.42\|976708;2026-09-10\|16.55\|5.41\|15.59\|16.83\|15.47\|930825;2026-09-11\|15.55\|-6.04\|16.26\|16.53\|15.07\|952530;2026-09-14\|15.67\|0.77\|15.15\|15.83\|14.90\|470128;2026-09-15\|15.61\|-0.38\|15.52\|15.88\|15.13\|478412
114619	MPO等技术受关注	涨停揭秘：Lumentum订单排满至2028年引爆光通信链情绪，公司收购MT插芯龙头强化数据中心高速连接布局；涨停缘由：拟收购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件，直供头部光模块厂商；AI算力爆发驱动800G/1.6T光模块需求激增，高速连接器国产替代空间打开；资金逻辑：4月13日涨停当日主力资金净流入超4000万元，机构席位买入占比达28%，融资余额创近一年新高；风险提示：并购尚未完成交割，整合效果存在不确定性，下游客户集中度高，技术迭代风险需警惕	公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-05-12\|180.97\|1.33\|184.00\|191.80\|180.97\|302413;2026-05-13\|179.66\|-0.72\|175.55\|181.20\|174.03\|278459;2026-05-14\|182.53\|1.60\|184.50\|188.18\|177.41\|303716;2026-05-15\|175.60\|-3.80\|187.78\|193.56\|170.25\|329431;2026-05-18\|173.42\|-1.24\|176.00\|178.68\|170.21\|259174;2026-05-19\|173.31\|-0.06\|172.00\|174.11\|162.98\|255271;2026-05-20\|184.90\|6.69\|172.35\|188.46\|167.80\|328570;2026-05-21\|167.88\|-9.21\|188.00\|188.18\|166.00\|352295;2026-05-22\|174.72\|4.07\|173.00\|180.89\|161.88\|390951;2026-05-25\|182.12\|4.24\|177.00\|184.87\|174.18\|329053;2026-05-26\|171.08\|-6.06\|180.00\|180.00\|166.20\|311047;2026-05-27\|155.00\|-9.40\|160.00\|162.78\|149.20\|510728;2026-05-28\|163.78\|5.66\|153.00\|166.00\|152.18\|335367;2026-05-29\|162.69\|-0.67\|167.01\|168.40\|158.00\|260709;2026-06-01\|146.30\|-10.07\|160.01\|160.80\|146.06\|310983;2026-06-02\|154.50\|5.60\|151.78\|157.40\|146.88\|262674;2026-06-03\|168.86\|9.29\|160.80\|181.00\|158.53\|463958;2026-06-04\|165.45\|-2.02\|163.13\|168.98\|162.96\|292850;2026-06-05\|156.79\|-5.23\|162.00\|174.59\|154.00\|342067;2026-06-08\|149.28\|-4.79\|143.10\|155.00\|143.10\|232099;2026-06-09\|160.89\|7.78\|153.36\|162.02\|152.28\|248268;2026-06-10\|151.63\|-5.76\|154.50\|157.55\|149.00\|183178;2026-06-11\|151.50\|0.11\|152.05\|155.58\|148.06\|189320;2026-06-12\|149.07\|-1.60\|160.00\|162.00\|147.50\|226777;2026-06-15\|166.53\|11.71\|152.00\|166.88\|150.00\|322915;2026-06-16\|172.91\|3.83\|169.00\|177.50\|166.05\|347210;2026-06-17\|169.52\|-1.96\|167.68\|171.97\|165.70\|320390;2026-06-18\|175.44\|3.49\|171.00\|177.46\|168.18\|328933;2026-06-22\|182.55\|4.05\|181.00\|188.99\|176.80\|353335;2026-06-23\|199.98\|9.55\|178.60\|205.79\|172.60\|409680;2026-06-24\|203.33\|1.68\|193.00\|206.67\|191.08\|351185;2026-06-25\|199.94\|-1.67\|204.00\|205.92\|193.00\|291188;2026-06-26\|179.70\|-10.12\|193.50\|194.00\|173.50\|343935;2026-06-29\|175.30\|-2.45\|178.00\|182.50\|165.18\|247825;2026-06-30\|184.65\|5.33\|178.78\|191.60\|174.00\|268160;2026-07-01\|170.80\|-7.50\|181.55\|183.97\|168.00\|271500;2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|230794;2026-07-13\|139.60\|-5.44\|145.01\|149.80\|138.70\|167564;2026-07-14\|151.90\|8.81\|140.70\|153.85\|137.80\|243067;2026-07-15\|146.70\|-3.42\|153.11\|156.80\|146.20\|192643;2026-07-16\|142.03\|-3.18\|140.07\|148.58\|137.00\|168980;2026-07-17\|117.99\|-16.93\|140.76\|142.00\|117.85\|252729;2026-07-20\|111.50\|-5.50\|122.58\|127.20\|105.29\|296345;2026-07-21\|121.90\|9.33\|113.60\|122.87\|95.99\|326847;2026-07-22\|116.30\|-4.59\|120.00\|126.70\|115.00\|241454;2026-07-23\|114.20\|-1.81\|119.70\|122.58\|113.13\|179018;2026-07-24\|111.58\|-2.29\|113.03\|115.50\|110.58\|140679;2026-07-27\|114.89\|2.97\|111.48\|115.50\|109.00\|155343;2026-07-28\|100.20\|-12.79\|110.80\|113.66\|99.50\|243065;2026-07-29\|96.00\|-4.19\|100.19\|101.98\|89.41\|287013;2026-07-30\|83.97\|-12.53\|94.86\|95.00\|81.68\|337770;2026-07-31\|90.04\|7.23\|96.00\|96.00\|89.50\|276210;2026-08-03\|96.77\|7.47\|91.89\|99.80\|90.16\|364087;2026-08-04\|113.70\|17.50\|102.38\|113.98\|99.94\|424692;2026-08-05\|114.61\|0.80\|110.25\|116.07\|107.30\|392405;2026-08-06\|118.75\|3.61\|112.60\|120.48\|111.20\|322454;2026-08-07\|127.70\|7.54\|118.94\|128.51\|118.94\|343765;2026-08-10\|134.01\|4.94\|128.90\|138.00\|124.55\|332954;2026-08-11\|130.50\|-2.62\|128.79\|133.36\|125.57\|245860;2026-08-12\|139.89\|7.20\|131.00\|142.50\|131.00\|276471;2026-08-13\|138.61\|-0.92\|142.00\|146.00\|138.60\|274170;2026-08-14\|140.76\|1.55\|139.44\|141.50\|136.22\|182366;2026-08-17\|160.00\|13.67\|144.88\|160.00\|143.80\|288363;2026-08-18\|162.30\|1.44\|160.00\|163.90\|158.49\|225475;2026-08-19\|151.41\|-6.71\|154.00\|158.49\|149.44\|287375;2026-08-20\|164.00\|8.32\|154.00\|166.80\|146.68\|316403;2026-08-21\|158.00\|-3.66\|163.00\|167.18\|156.78\|289729;2026-08-24\|154.05\|-2.50\|156.79\|158.00\|148.99\|252066;2026-08-25\|151.70\|-1.53\|149.00\|154.78\|146.68\|171188;2026-08-26\|149.51\|-1.44\|154.44\|154.55\|146.50\|150133;2026-08-27\|159.14\|6.44\|152.79\|161.83\|150.36\|221973;2026-08-28\|155.10\|-2.54\|158.60\|161.60\|155.00\|165948;2026-08-31\|157.93\|1.82\|148.00\|157.93\|148.00\|136315;2026-09-01\|150.79\|-4.52\|156.36\|157.08\|148.41\|147156;2026-09-02\|148.14\|-1.76\|145.83\|149.80\|144.02\|142339;2026-09-03\|147.11\|-0.70\|151.58\|151.98\|145.00\|116073;2026-09-04\|141.62\|-3.73\|148.79\|153.66\|140.60\|165193;2026-09-07\|154.91\|9.38\|145.82\|156.15\|145.00\|219771;2026-09-08\|150.21\|-3.03\|155.22\|157.23\|149.29\|178030;2026-09-09\|147.95\|-1.50\|155.01\|156.00\|147.01\|174917;2026-09-10\|149.75\|1.22\|147.00\|154.86\|146.69\|181339;2026-09-11\|148.50\|-0.83\|147.00\|152.77\|141.88\|207669;2026-09-14\|145.03\|-2.34\|143.00\|147.89\|140.50\|126282;2026-09-15\|146.85\|1.25\|142.90\|150.88\|142.90\|143261
114618	MPO等技术受关注	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等；一季度净利润同比增长170.98%； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印；2025年净利同比预增98%-133%	2026-05-12\|369.99\|-1.35\|375.00\|388.00\|355.00\|47271;2026-05-13\|369.00\|-0.27\|361.28\|375.20\|356.50\|35846;2026-05-14\|374.00\|1.35\|366.88\|389.68\|366.88\|42925;2026-05-15\|394.80\|5.56\|386.00\|422.88\|385.55\|57916;2026-05-18\|399.00\|1.06\|382.00\|410.99\|370.33\|44925;2026-05-19\|405.90\|1.73\|390.54\|411.68\|378.00\|42160;2026-05-20\|405.50\|-0.10\|400.00\|407.66\|388.00\|34716;2026-05-21\|380.00\|-6.29\|415.00\|424.42\|380.00\|36782;2026-05-22\|449.45\|18.28\|387.22\|453.97\|386.81\|49355;2026-05-25\|444.63\|-1.07\|450.00\|454.90\|427.20\|38383;2026-05-26\|451.59\|1.57\|440.62\|465.88\|436.18\|39940;2026-05-27\|422.00\|-6.55\|459.59\|460.00\|413.20\|41534;2026-05-28\|431.17\|2.17\|417.70\|437.00\|398.11\|42369;2026-05-29\|388.60\|-9.87\|423.00\|428.90\|384.01\|48462;2026-06-01\|369.83\|-4.83\|396.37\|403.00\|366.03\|45216;2026-06-02\|380.80\|2.97\|377.63\|390.77\|360.57\|38027;2026-06-03\|402.00\|5.57\|393.00\|419.88\|391.83\|45385;2026-06-04\|401.78\|-0.05\|383.00\|404.88\|382.23\|32760;2026-06-05\|374.00\|-6.91\|392.00\|404.66\|370.00\|42686;2026-06-08\|349.09\|-6.66\|343.99\|364.48\|343.99\|55678;2026-06-09\|367.08\|5.15\|357.00\|369.98\|348.00\|30625;2026-06-10\|365.58\|-0.41\|360.10\|373.68\|352.14\|32836;2026-06-11\|365.30\|-0.08\|366.00\|374.15\|358.80\|28314;2026-06-12\|370.56\|1.44\|376.26\|389.99\|362.00\|40344;2026-06-15\|417.30\|12.61\|375.00\|417.75\|367.80\|55529;2026-06-16\|448.94\|7.81\|419.99\|454.08\|417.73\|47110;2026-06-17\|445.00\|-0.88\|442.50\|458.06\|440.01\|40525;2026-06-18\|449.00\|0.90\|443.00\|456.63\|437.00\|30763;2026-06-22\|442.67\|-1.41\|456.00\|463.02\|436.00\|32583;2026-06-23\|421.20\|-4.85\|439.00\|448.58\|418.10\|33184;2026-06-24\|418.94\|-0.54\|420.00\|427.80\|405.00\|38745;2026-06-25\|498.29\|18.94\|415.06\|502.44\|400.60\|81129;2026-06-26\|472.81\|-5.11\|483.34\|499.27\|465.12\|62212;2026-06-29\|442.01\|-6.51\|472.81\|488.00\|433.02\|47909;2026-06-30\|470.00\|6.33\|444.00\|477.83\|430.01\|39006;2026-07-01\|433.00\|-7.87\|468.20\|473.38\|428.29\|39595;2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|25978;2026-09-09\|395.85\|0.71\|404.83\|414.50\|393.93\|25403;2026-09-10\|407.97\|3.06\|393.85\|412.00\|392.17\|24992;2026-09-11\|391.79\|-3.97\|398.00\|406.82\|380.00\|34246;2026-09-14\|393.00\|0.31\|380.00\|401.45\|378.00\|21452;2026-09-15\|393.90\|0.23\|392.24\|405.20\|388.10\|20302

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