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
114617	MPO等技术受关注	OCS交换机+WiFi7+海外突破 1、据2025年11月28日互动易，OCS交换机，是基于全光信号直接交换的通信设备，其核心在于无需光电转换即可实现光信号的路由与转发，主要应用于AI算力和高性能计算场景需求。公司始终积极关注当前行业发展最新动态以及新技术、新产品预研方向和项目储备。 2、据2025年11月20日投资者关系活动记录表，公司Wi-Fi7及交换机产品已完成合作意向确定，样机测试顺利，海外订单放量在即。 3、据2025年半年度报告，公司主营“交换机、路由器、智能终端、无线通信网络设备”等数据通信产品及汽车电子，形成“CT通信+IT计算+高端PCBA制造+汽车电子制造”多维业务体系。	公司拥有CPO交换机，是华为的合作伙伴，此外为思科核心供应商，间接为OPENAI，微软提供网络交换机	2026-05-12\|155.60\|-6.71\|163.68\|164.88\|154.11\|67158;2026-05-13\|161.65\|3.89\|153.00\|167.00\|150.10\|66529;2026-05-14\|157.00\|-2.88\|169.99\|175.74\|156.48\|69113;2026-05-15\|154.40\|-1.66\|156.93\|160.98\|150.15\|54813;2026-05-18\|155.64\|0.80\|151.17\|160.62\|150.85\|35722;2026-05-19\|162.88\|4.65\|155.00\|162.94\|148.60\|53269;2026-05-20\|167.92\|3.09\|160.00\|177.00\|159.03\|70361;2026-05-21\|150.08\|-10.62\|168.19\|169.66\|149.50\|58580;2026-05-22\|164.90\|9.87\|150.61\|165.80\|150.55\|54773;2026-05-25\|184.30\|11.76\|173.65\|190.00\|170.00\|82160;2026-05-26\|167.22\|-9.27\|183.50\|186.50\|164.20\|69245;2026-05-27\|160.70\|-3.90\|169.00\|170.98\|159.03\|58895;2026-05-28\|168.71\|4.98\|160.00\|169.98\|159.56\|55951;2026-05-29\|152.60\|-9.55\|166.66\|168.00\|151.02\|62856;2026-06-01\|141.20\|-7.47\|152.65\|156.97\|140.01\|50494;2026-06-02\|145.27\|2.88\|142.48\|147.50\|139.03\|39815;2026-06-03\|142.90\|-1.63\|149.00\|154.95\|141.00\|53784;2026-06-04\|141.25\|-1.15\|139.42\|142.44\|135.58\|45516;2026-06-05\|135.88\|-3.80\|138.50\|140.81\|133.67\|45328;2026-06-08\|90.30\|-7.00\|90.31\|94.00\|87.90\|56592;2026-06-09\|94.95\|5.15\|93.00\|94.99\|91.00\|42766;2026-06-10\|95.40\|0.47\|93.72\|96.48\|91.95\|36539;2026-06-11\|93.83\|-1.65\|94.06\|96.84\|92.28\|44602;2026-06-12\|91.82\|-2.14\|96.21\|97.64\|90.60\|40221;2026-06-15\|103.55\|12.78\|92.80\|104.80\|92.14\|84606;2026-06-16\|104.73\|1.14\|104.16\|108.09\|101.93\|52451;2026-06-17\|105.30\|0.54\|103.80\|105.99\|102.80\|40348;2026-06-18\|110.98\|5.39\|105.31\|114.92\|103.67\|72089;2026-06-22\|111.17\|0.17\|111.24\|113.24\|105.86\|60623;2026-06-23\|107.12\|-3.64\|109.87\|110.70\|105.50\|36177;2026-06-24\|106.89\|-0.21\|106.62\|108.00\|104.48\|32803;2026-06-25\|108.24\|1.26\|107.00\|109.46\|104.10\|47045;2026-06-26\|100.33\|-7.31\|106.22\|106.30\|99.00\|43353;2026-06-29\|97.00\|-3.32\|99.86\|102.99\|94.00\|39959;2026-06-30\|113.55\|17.06\|96.08\|114.63\|96.08\|90092;2026-07-01\|117.00\|3.04\|114.34\|121.38\|112.62\|97480;2026-07-02\|111.84\|-4.41\|115.13\|118.99\|111.00\|57379;2026-07-03\|112.51\|0.60\|117.36\|127.80\|112.27\|81938;2026-07-06\|135.01\|20.00\|114.70\|135.01\|111.01\|138094;2026-07-07\|125.00\|-7.41\|130.82\|134.00\|123.22\|123245;2026-07-08\|127.90\|2.32\|129.88\|135.55\|126.18\|137613;2026-07-09\|125.99\|-1.49\|127.20\|127.20\|118.20\|121334;2026-07-10\|122.83\|-2.51\|128.52\|134.88\|122.00\|133588;2026-07-13\|129.08\|5.09\|123.67\|137.77\|123.67\|142377;2026-07-14\|119.73\|-7.24\|135.90\|139.41\|113.76\|122884;2026-07-15\|114.57\|-4.31\|118.77\|120.87\|111.87\|86499;2026-07-16\|112.80\|-1.54\|113.94\|121.12\|111.12\|84562;2026-07-17\|97.51\|-13.55\|110.28\|111.99\|96.22\|107441;2026-07-20\|100.90\|3.48\|103.03\|110.36\|97.97\|109916;2026-07-21\|102.88\|1.96\|101.43\|103.00\|83.20\|109038;2026-07-22\|115.72\|12.48\|100.00\|122.83\|98.89\|144325;2026-07-23\|109.11\|-5.71\|115.73\|119.10\|107.87\|97006;2026-07-24\|107.41\|-1.56\|105.50\|114.85\|104.51\|72816;2026-07-27\|108.23\|0.76\|107.46\|110.01\|101.20\|63065;2026-07-28\|102.50\|-5.29\|105.00\|106.97\|101.83\|58698;2026-07-29\|93.90\|-8.39\|102.58\|103.01\|91.11\|69518;2026-07-30\|82.73\|-11.90\|95.53\|95.80\|82.73\|66629;2026-07-31\|88.20\|6.61\|88.00\|91.34\|86.70\|65395;2026-08-03\|82.46\|-6.51\|87.25\|91.51\|81.12\|57605;2026-08-04\|85.30\|3.44\|83.28\|85.99\|81.99\|54171;2026-08-05\|90.23\|5.78\|84.54\|92.50\|84.02\|74060;2026-08-06\|93.86\|4.02\|88.01\|95.41\|88.00\|72698;2026-08-07\|95.68\|1.94\|93.39\|96.36\|92.15\|56268;2026-08-10\|93.38\|-2.40\|96.36\|96.36\|91.24\|44327;2026-08-11\|93.48\|0.11\|92.49\|95.66\|91.12\|34457;2026-08-12\|94.62\|1.22\|93.84\|96.09\|91.85\|37748;2026-08-13\|96.11\|1.57\|97.00\|100.03\|94.80\|91142;2026-08-14\|97.35\|1.29\|96.10\|100.95\|94.58\|67222;2026-08-17\|101.50\|4.26\|99.17\|101.73\|98.10\|68217;2026-08-18\|99.40\|-2.07\|101.69\|102.00\|96.25\|61200;2026-08-19\|88.90\|-10.56\|96.40\|97.50\|88.59\|52874;2026-08-20\|90.70\|2.02\|91.49\|92.44\|88.38\|35052;2026-08-21\|92.95\|2.48\|89.91\|94.65\|89.11\|40287;2026-08-24\|87.61\|-5.75\|92.07\|92.48\|84.98\|47206;2026-08-25\|87.47\|-0.16\|86.06\|88.44\|84.00\|29762;2026-08-26\|90.75\|3.75\|89.02\|93.45\|88.50\|53491;2026-08-27\|94.50\|4.13\|91.55\|94.91\|89.60\|52387;2026-08-28\|88.05\|-6.83\|92.00\|94.48\|87.80\|63312;2026-08-31\|90.86\|3.19\|84.00\|91.38\|83.10\|51220;2026-09-01\|86.65\|-4.63\|91.55\|91.55\|86.37\|41812;2026-09-02\|87.54\|1.03\|85.40\|89.10\|84.20\|37618;2026-09-03\|87.20\|-0.39\|88.66\|89.54\|85.61\|29414;2026-09-04\|83.09\|-4.71\|87.68\|88.33\|82.30\|39311;2026-09-07\|85.01\|2.31\|83.93\|85.66\|83.25\|31658;2026-09-08\|82.67\|-2.75\|84.51\|85.85\|82.17\|32661;2026-09-09\|82.08\|-0.71\|83.08\|84.62\|81.44\|28273;2026-09-10\|81.68\|-0.49\|82.05\|82.94\|81.18\|19247;2026-09-11\|80.60\|-1.32\|80.21\|81.30\|78.00\|31661;2026-09-14\|82.25\|2.05\|80.20\|82.93\|78.49\|26285;2026-09-15\|85.73\|4.23\|81.52\|85.85\|81.52\|50560
114616	MPO等技术受关注	光通信+机器人+光电集成封测行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月28日公告，公司拟与赛勒光电签署《合作协议》，联合开发光通信模块的光引擎产品。并拟进一步合作，共同投资设立合资公司，主要从事光引擎产品、车载光通信模块、星间光通信模块、OCS、OIO等前沿光通信技术及关键产品的研发、制造及销售以及海外交付的PIC芯片封测及销售等业务。 2、据2025年年度报告，公司光电集成传感器封测业务已在机器人、智能驾驶等场景实现翻倍增长，全年通过20余家客户审厂并批量供货头部客户。 3、据2025年年度报告，公司掌握光电共封、SiPM先进封装等“卡脖子”技术，具备向光通信领域拓展的技术储备，并构建“光电集成封测—光电智能传感器—智能场景解决方案”全链自研体系。	公司拟向上海赛勒光电增资5000万，联合开发光通信模块的光引擎产品	2026-05-12\|28.46\|13.79\|26.76\|30.00\|24.93\|869945;2026-05-13\|30.73\|7.98\|28.65\|33.30\|28.65\|817047;2026-05-14\|31.85\|3.64\|31.83\|33.29\|30.08\|711129;2026-05-15\|35.26\|10.71\|34.36\|36.68\|33.53\|700521;2026-05-18\|35.20\|-0.17\|34.00\|36.28\|33.10\|613471;2026-05-19\|42.24\|20.00\|33.34\|42.24\|32.52\|754613;2026-05-20\|39.29\|-6.98\|41.20\|41.25\|38.68\|586521;2026-05-21\|35.66\|-9.24\|40.49\|41.75\|35.15\|699317;2026-05-22\|36.68\|2.86\|36.71\|37.67\|34.28\|634549;2026-05-25\|38.06\|3.76\|36.01\|38.40\|33.05\|668839;2026-05-26\|32.66\|-14.19\|36.30\|36.48\|32.00\|562018;2026-05-27\|31.33\|-4.07\|32.10\|33.09\|30.64\|472651;2026-05-28\|30.95\|-1.21\|30.82\|31.38\|29.45\|398036;2026-05-29\|27.98\|-9.60\|30.95\|30.95\|27.70\|442160;2026-06-01\|26.82\|-4.15\|27.60\|28.78\|26.54\|310608;2026-06-02\|27.71\|3.32\|26.83\|28.16\|25.73\|349144;2026-06-03\|28.30\|2.13\|29.44\|30.48\|27.85\|564424;2026-06-04\|28.73\|1.52\|28.34\|30.46\|28.21\|442449;2026-06-05\|27.58\|-4.00\|27.32\|28.88\|27.30\|332471;2026-06-08\|26.78\|-2.90\|25.74\|28.50\|25.66\|296421;2026-06-09\|27.30\|1.94\|27.16\|27.50\|26.26\|257325;2026-06-10\|26.50\|-2.93\|26.33\|26.67\|25.67\|230277;2026-06-11\|26.72\|0.83\|26.30\|27.68\|26.00\|309633;2026-06-12\|25.36\|-5.09\|27.20\|27.39\|25.28\|305841;2026-06-15\|28.81\|13.60\|25.88\|28.90\|25.88\|441834;2026-06-16\|28.78\|-0.10\|28.53\|28.98\|27.86\|323495;2026-06-17\|29.43\|2.26\|27.90\|30.20\|27.81\|429571;2026-06-18\|31.48\|6.97\|29.10\|31.85\|29.00\|508912;2026-06-22\|34.43\|9.37\|31.88\|36.00\|31.03\|534097;2026-06-23\|31.33\|-9.00\|33.50\|33.50\|30.68\|372023;2026-06-24\|30.58\|-2.39\|31.01\|31.70\|29.58\|338158;2026-06-25\|31.57\|3.24\|30.99\|31.61\|29.30\|378030;2026-06-26\|28.50\|-9.44\|30.50\|31.01\|28.48\|252523;2026-06-29\|29.36\|3.02\|27.90\|30.80\|27.90\|241042;2026-06-30\|28.55\|-2.76\|28.50\|29.44\|26.91\|280284;2026-07-01\|27.16\|-4.87\|28.62\|28.80\|26.50\|301808;2026-07-02\|25.72\|-5.30\|25.79\|27.00\|25.40\|224890;2026-07-03\|24.85\|-3.38\|25.61\|25.77\|24.27\|228797;2026-07-06\|23.58\|-5.11\|24.79\|25.19\|23.41\|185737;2026-07-07\|22.54\|-4.41\|23.49\|23.63\|22.00\|155157;2026-07-08\|21.53\|-4.48\|22.52\|22.70\|21.28\|153427;2026-07-09\|22.29\|3.53\|21.96\|22.37\|20.70\|173390;2026-07-10\|21.58\|-3.19\|22.50\|23.79\|21.58\|195607;2026-07-13\|19.91\|-7.74\|21.39\|21.84\|19.86\|166311;2026-07-14\|20.92\|5.07\|19.91\|21.28\|19.37\|192402;2026-07-15\|20.15\|-3.68\|21.20\|21.37\|20.07\|120556;2026-07-16\|19.43\|-3.57\|19.85\|20.45\|19.23\|126603;2026-07-17\|17.53\|-9.78\|19.48\|19.65\|17.20\|221296;2026-07-20\|15.51\|-11.52\|18.65\|18.82\|15.12\|216104;2026-07-21\|16.49\|6.32\|15.82\|16.54\|13.51\|270375;2026-07-22\|16.40\|-0.55\|16.26\|17.04\|16.08\|207585;2026-07-23\|16.46\|0.37\|16.49\|16.91\|16.09\|137576;2026-07-24\|16.06\|-2.43\|16.20\|16.64\|15.91\|109175;2026-07-27\|17.13\|6.66\|15.93\|17.13\|15.90\|144865;2026-07-28\|16.35\|-4.55\|17.00\|17.43\|16.24\|150350;2026-07-29\|16.11\|-1.47\|16.35\|16.35\|15.40\|140416;2026-07-30\|14.98\|-7.01\|16.01\|16.15\|14.84\|137688;2026-07-31\|15.89\|6.07\|16.04\|16.86\|15.85\|197751;2026-08-03\|16.01\|0.76\|15.89\|16.30\|15.71\|130953;2026-08-04\|17.62\|10.06\|16.27\|17.81\|16.08\|226723;2026-08-05\|18.05\|2.44\|17.04\|18.23\|16.90\|267278;2026-08-06\|18.63\|3.21\|17.85\|18.86\|17.80\|256206;2026-08-07\|19.17\|2.90\|18.61\|19.38\|18.04\|382947;2026-08-10\|18.71\|-2.40\|19.43\|19.45\|18.38\|249596;2026-08-11\|19.27\|2.99\|18.40\|19.61\|18.21\|253341;2026-08-12\|19.60\|1.71\|19.50\|19.88\|19.04\|158586;2026-08-13\|18.99\|-3.11\|19.88\|19.95\|18.94\|165658;2026-08-14\|19.48\|2.58\|19.35\|19.55\|18.97\|121720;2026-08-17\|20.06\|2.98\|19.79\|20.10\|19.35\|138863;2026-08-18\|19.98\|-0.40\|20.06\|20.51\|19.51\|145941;2026-08-19\|18.05\|-9.66\|19.51\|19.55\|18.00\|151663;2026-08-20\|18.49\|2.44\|18.65\|18.92\|18.15\|119379;2026-08-21\|18.74\|1.35\|18.40\|18.94\|17.96\|105140;2026-08-24\|18.13\|-3.26\|18.89\|18.89\|17.55\|103198;2026-08-25\|18.51\|2.10\|17.70\|18.66\|17.48\|93853;2026-08-26\|17.82\|-3.73\|18.51\|18.56\|17.35\|109655;2026-08-27\|18.46\|3.59\|17.99\|18.72\|17.85\|113192;2026-08-28\|18.06\|-2.17\|18.46\|18.88\|18.00\|86130;2026-08-31\|18.37\|1.72\|17.70\|18.43\|17.60\|84052;2026-09-01\|17.94\|-2.34\|18.45\|18.47\|17.71\|84974;2026-09-02\|17.75\|-1.06\|17.74\|17.98\|17.48\|64218;2026-09-03\|17.63\|-0.68\|17.98\|17.98\|17.38\|90785;2026-09-04\|17.15\|-2.72\|17.71\|18.21\|16.97\|106860;2026-09-07\|19.00\|10.79\|17.57\|19.19\|17.20\|259165;2026-09-08\|18.40\|-3.16\|18.92\|19.38\|18.35\|195552;2026-09-09\|18.57\|0.92\|18.70\|20.24\|18.42\|296217;2026-09-10\|18.04\|-2.85\|18.20\|18.49\|17.99\|161742;2026-09-11\|17.66\|-2.11\|17.61\|18.05\|16.88\|148892;2026-09-14\|17.86\|1.13\|17.53\|18.16\|17.02\|111851;2026-09-15\|17.70\|-0.90\|17.80\|18.16\|17.65\|91300
114615	MPO等技术受关注	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，此前公司联合字节跳动、是德科技共同进行了基于51.2Tbps交换机满配800G LPO光模块的蛇形打流测试	2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189;2026-07-10\|103.61\|-5.10\|108.10\|114.99\|103.60\|401749;2026-07-13\|104.88\|1.23\|104.66\|111.85\|101.51\|325121;2026-07-14\|98.82\|-5.78\|106.09\|109.94\|92.26\|398396;2026-07-15\|100.70\|1.90\|98.03\|103.88\|96.90\|297341;2026-07-16\|104.02\|3.30\|96.30\|107.75\|96.30\|280793;2026-07-17\|96.09\|-7.62\|101.67\|106.60\|93.90\|275387;2026-07-20\|102.95\|7.14\|103.54\|108.66\|99.33\|338798;2026-07-21\|110.86\|7.68\|100.50\|111.01\|89.00\|398018;2026-07-22\|126.00\|13.66\|107.76\|133.03\|107.03\|508909;2026-07-23\|126.80\|0.63\|132.30\|139.47\|124.08\|449463;2026-07-24\|132.00\|4.10\|123.73\|137.88\|121.74\|357033;2026-07-27\|130.64\|-1.03\|128.02\|132.66\|121.00\|359857;2026-07-28\|115.40\|-11.67\|122.00\|125.50\|115.00\|368686;2026-07-29\|105.00\|-9.01\|112.00\|114.86\|98.50\|390284;2026-07-30\|102.00\|-2.86\|105.74\|109.30\|99.90\|273155;2026-07-31\|118.00\|15.69\|110.00\|120.99\|107.00\|305141;2026-08-03\|107.02\|-9.31\|114.81\|120.08\|103.13\|262872;2026-08-04\|107.59\|0.53\|109.11\|110.00\|101.90\|280749;2026-08-05\|115.52\|7.37\|108.59\|123.22\|108.59\|366915;2026-08-06\|119.18\|3.17\|109.49\|125.45\|108.60\|367095;2026-08-07\|118.17\|-0.85\|119.21\|121.99\|114.13\|312011;2026-08-10\|121.20\|2.56\|121.01\|122.58\|113.13\|268131;2026-08-11\|127.70\|5.36\|123.10\|132.96\|120.12\|336408;2026-08-12\|126.23\|-1.15\|127.89\|129.00\|121.44\|242787;2026-08-13\|143.30\|13.52\|129.00\|148.80\|128.00\|394108;2026-08-14\|143.90\|0.42\|143.08\|148.70\|139.29\|319878;2026-08-17\|148.00\|2.85\|144.00\|148.00\|139.04\|299138;2026-08-18\|136.99\|-7.44\|147.00\|149.30\|136.50\|294770;2026-08-19\|121.82\|-11.07\|132.04\|134.47\|121.17\|297410;2026-08-20\|123.30\|1.21\|124.02\|125.97\|119.50\|189723;2026-08-21\|126.97\|2.98\|122.99\|129.46\|122.70\|230411;2026-08-24\|115.90\|-8.72\|124.21\|125.86\|113.63\|226130;2026-08-25\|115.73\|-0.15\|113.28\|118.00\|111.10\|141454;2026-08-26\|115.06\|-0.58\|116.00\|118.32\|113.37\|132225;2026-08-27\|120.25\|4.51\|119.01\|120.90\|116.03\|190130;2026-08-28\|119.40\|-0.71\|117.88\|126.88\|117.88\|221508;2026-08-31\|127.33\|6.64\|114.70\|131.94\|114.24\|253609;2026-09-01\|119.37\|-6.25\|126.84\|127.10\|119.09\|171911;2026-09-02\|120.90\|1.28\|117.50\|125.00\|117.50\|158183;2026-09-03\|117.11\|-3.13\|123.00\|123.80\|115.00\|146462;2026-09-04\|109.70\|-6.33\|118.50\|118.77\|108.88\|189555;2026-09-07\|111.99\|2.09\|111.78\|112.50\|108.88\|144033;2026-09-08\|110.18\|-1.62\|111.89\|113.96\|109.53\|128624;2026-09-09\|110.06\|-0.11\|112.22\|112.66\|108.30\|108348;2026-09-10\|108.56\|-1.36\|109.63\|110.50\|108.10\|77640;2026-09-11\|106.93\|-1.50\|106.42\|108.20\|103.69\|116511;2026-09-14\|106.01\|-0.86\|105.10\|108.08\|103.50\|87949;2026-09-15\|106.10\|0.08\|106.01\|108.52\|104.96\|93300
114614	MPO等技术受关注	光纤+储能+5G消息行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2025年年度报告及2025年7月5日互动易，子公司物联科技储能CCS集成母排、软硬铜排等产品已获批量订单，2026年储能业务营收目标突破6000万元。 2、据2025年年度报告，公司射频同轴连接器、光纤接入产品在国内通信基站及FTTX领域保持细分前列，并中标中国移动、中兴等集采。 3、据2025年年度报告，国都互联5G消息平台“5G 101”已接入DeepSeek、文心一言等大模型，拓展AI消息服务。	1、公司主要产品有通信射频连接系统相关器件、光纤光缆、光纤接入系统等，主要客户为电信运营商； 2、子公司国都互联具备Chatbot智能系统的开发与服务能力，Chatbot是5G RCS消息的接入与交互方式，具备自动应答、提供信息、处理任务、完成交易等功能	2026-05-12\|7.04\|15.03\|6.28\|7.34\|6.28\|4543788;2026-05-13\|6.87\|-2.41\|6.70\|7.13\|6.69\|3308916;2026-05-14\|6.83\|-0.58\|6.80\|7.30\|6.80\|2936996;2026-05-15\|6.55\|-4.10\|6.85\|6.97\|6.48\|2278591;2026-05-18\|6.45\|-1.53\|6.41\|6.64\|6.35\|1421422;2026-05-19\|6.33\|-1.86\|6.37\|6.49\|6.19\|1193542;2026-05-20\|6.10\|-3.63\|6.30\|6.32\|6.02\|1166554;2026-05-21\|5.75\|-5.74\|6.16\|6.19\|5.70\|1164460;2026-05-22\|5.97\|3.83\|5.81\|6.00\|5.71\|1070809;2026-05-25\|5.79\|-3.02\|5.97\|6.00\|5.69\|913715;2026-05-26\|5.58\|-3.63\|5.74\|5.74\|5.45\|808720;2026-05-27\|5.31\|-4.84\|5.60\|5.64\|5.26\|798566;2026-05-28\|5.47\|3.01\|5.28\|5.53\|5.25\|879224;2026-05-29\|5.39\|-1.46\|5.45\|5.58\|5.33\|894537;2026-06-01\|5.36\|-0.56\|5.34\|5.48\|5.30\|676116;2026-06-02\|5.48\|2.24\|5.36\|5.55\|5.29\|1131788;2026-06-03\|6.03\|10.04\|5.57\|6.28\|5.57\|2497830;2026-06-04\|5.84\|-3.15\|5.89\|6.00\|5.76\|1536781;2026-06-05\|6.15\|5.31\|5.82\|6.49\|5.79\|2165108;2026-06-08\|5.96\|-3.09\|5.91\|6.19\|5.87\|1493779;2026-06-09\|5.91\|-0.84\|6.03\|6.18\|5.73\|1354458;2026-06-10\|6.13\|3.72\|5.85\|6.25\|5.75\|1716774;2026-06-11\|5.70\|-7.01\|5.96\|6.05\|5.58\|1401466;2026-06-12\|5.49\|-3.68\|5.96\|6.05\|5.42\|1304201;2026-06-15\|6.28\|14.39\|5.63\|6.30\|5.49\|2195624;2026-06-16\|6.39\|1.75\|6.21\|6.48\|6.15\|1854129;2026-06-17\|6.47\|1.25\|6.22\|6.52\|6.21\|1408699;2026-06-18\|6.41\|-0.93\|6.39\|6.70\|6.38\|1639792;2026-06-22\|6.46\|0.78\|6.40\|6.60\|6.26\|1475702;2026-06-23\|6.57\|1.70\|6.35\|6.70\|6.28\|1470429;2026-06-24\|6.35\|-3.35\|6.36\|6.51\|6.09\|1394143;2026-06-25\|6.11\|-3.78\|6.35\|6.36\|6.03\|1137139;2026-06-26\|5.81\|-4.91\|6.06\|6.08\|5.76\|1013140;2026-06-29\|5.28\|-9.12\|5.80\|5.84\|5.19\|1274955;2026-06-30\|5.42\|2.65\|5.28\|5.45\|5.10\|910616;2026-07-01\|5.10\|-5.90\|5.37\|5.37\|4.99\|1324519;2026-07-02\|4.88\|-4.31\|5.01\|5.08\|4.87\|891171;2026-07-03\|4.75\|-2.66\|4.89\|4.95\|4.75\|761506;2026-07-06\|4.64\|-2.32\|4.76\|4.81\|4.58\|635269;2026-07-07\|4.44\|-4.31\|4.63\|4.66\|4.41\|610363;2026-07-08\|4.34\|-2.25\|4.45\|4.47\|4.29\|548592;2026-07-09\|4.44\|2.30\|4.35\|4.45\|4.19\|757886;2026-07-10\|4.48\|0.90\|4.44\|4.61\|4.43\|738354;2026-07-13\|4.14\|-7.59\|4.48\|4.51\|4.10\|701348;2026-07-14\|4.26\|2.90\|4.11\|4.26\|4.03\|552535;2026-07-15\|4.17\|-2.11\|4.26\|4.28\|4.15\|410627;2026-07-16\|4.18\|0.24\|4.11\|4.26\|4.09\|439879;2026-07-17\|3.96\|-5.26\|4.15\|4.18\|3.92\|588309;2026-07-20\|3.89\|-1.77\|3.98\|4.08\|3.83\|517067;2026-07-21\|3.98\|2.31\|3.86\|3.99\|3.60\|698935;2026-07-22\|3.86\|-3.02\|3.93\|4.00\|3.83\|415851;2026-07-23\|4.01\|3.89\|3.85\|4.02\|3.84\|485925;2026-07-24\|3.87\|-3.49\|3.96\|3.96\|3.85\|337817;2026-07-27\|4.01\|3.62\|3.84\|4.01\|3.84\|400267;2026-07-28\|4.00\|-0.25\|3.94\|4.07\|3.94\|428566;2026-07-29\|4.12\|3.00\|4.01\|4.12\|3.95\|566541;2026-07-30\|4.02\|-2.43\|4.08\|4.14\|3.98\|531249;2026-07-31\|4.11\|2.24\|4.10\|4.21\|4.10\|613890;2026-08-03\|4.21\|2.43\|4.10\|4.21\|4.09\|428806;2026-08-04\|4.28\|1.66\|4.22\|4.29\|4.22\|465644;2026-08-05\|4.29\|0.23\|4.26\|4.32\|4.24\|581609;2026-08-06\|4.32\|0.70\|4.25\|4.35\|4.23\|513524;2026-08-07\|4.29\|-0.69\|4.29\|4.31\|4.19\|496147;2026-08-10\|4.33\|0.93\|4.30\|4.35\|4.21\|413644;2026-08-11\|4.26\|-1.62\|4.27\|4.32\|4.23\|321102;2026-08-12\|4.40\|3.29\|4.25\|4.42\|4.25\|553196;2026-08-13\|4.28\|-2.73\|4.43\|4.45\|4.28\|531976;2026-08-14\|4.35\|1.64\|4.31\|4.41\|4.25\|630890;2026-08-17\|4.43\|1.84\|4.35\|4.49\|4.26\|729675;2026-08-18\|4.32\|-2.48\|4.40\|4.42\|4.27\|513609;2026-08-19\|4.07\|-5.79\|4.27\|4.28\|4.06\|527444;2026-08-20\|4.19\|2.95\|4.15\|4.21\|4.08\|415176;2026-08-21\|4.18\|-0.24\|4.16\|4.22\|4.11\|299714;2026-08-24\|4.13\|-1.20\|4.18\|4.21\|4.06\|331221;2026-08-25\|4.26\|3.15\|4.09\|4.28\|4.07\|484227;2026-08-26\|4.24\|-0.47\|4.26\|4.28\|4.17\|335258;2026-08-27\|4.29\|1.18\|4.24\|4.31\|4.24\|387442;2026-08-28\|4.27\|-0.47\|4.28\|4.33\|4.26\|376165;2026-08-31\|4.36\|2.11\|4.27\|4.37\|4.25\|419751;2026-09-01\|4.44\|1.83\|4.35\|4.45\|4.31\|487061;2026-09-02\|4.39\|-1.13\|4.39\|4.43\|4.34\|360276;2026-09-03\|4.31\|-1.82\|4.43\|4.45\|4.29\|350426;2026-09-04\|4.28\|-0.70\|4.36\|4.39\|4.24\|363814;2026-09-07\|4.28\|0.00\|4.28\|4.31\|4.25\|246843;2026-09-08\|4.38\|2.34\|4.30\|4.42\|4.28\|462743;2026-09-09\|4.39\|0.23\|4.38\|4.52\|4.35\|536653;2026-09-10\|4.37\|-0.46\|4.36\|4.43\|4.33\|341127;2026-09-11\|4.59\|5.03\|4.34\|4.62\|4.34\|1416689;2026-09-14\|4.66\|1.53\|4.54\|4.68\|4.50\|1141554;2026-09-15\|4.62\|-0.86\|4.60\|4.74\|4.54\|850871
114613	MPO等技术受关注	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.89\|-6.78\|89.62\|89.98\|81.00\|38966;2026-07-16\|76.70\|-6.34\|80.58\|81.29\|76.18\|40723;2026-07-17\|67.17\|-12.43\|76.18\|77.01\|65.90\|58610;2026-07-20\|60.00\|-10.67\|69.23\|69.90\|58.31\|61415;2026-07-21\|65.25\|8.75\|60.58\|65.36\|51.83\|70999;2026-07-22\|63.70\|-2.38\|64.88\|68.26\|63.08\|53404;2026-07-23\|62.21\|-2.34\|64.20\|66.72\|61.63\|34892;2026-07-24\|62.13\|-0.13\|61.89\|66.00\|60.00\|41608;2026-07-27\|65.71\|5.76\|62.94\|65.96\|61.88\|47265;2026-07-28\|61.80\|-5.95\|64.61\|66.36\|61.32\|41849;2026-07-29\|59.01\|-4.51\|61.81\|62.00\|56.12\|49297;2026-07-30\|52.51\|-11.02\|58.55\|58.87\|51.71\|51201;2026-07-31\|55.48\|5.66\|57.99\|63.01\|55.34\|109170;2026-08-03\|53.39\|-3.77\|54.80\|56.42\|52.72\|73744;2026-08-04\|57.31\|7.34\|54.49\|58.20\|53.43\|64066;2026-08-05\|62.53\|9.11\|55.74\|63.84\|55.00\|78420;2026-08-06\|64.99\|3.93\|61.52\|67.10\|60.65\|88521;2026-08-07\|69.07\|6.28\|64.71\|69.35\|63.65\|79371;2026-08-10\|66.21\|-4.14\|69.32\|70.43\|65.60\|88910;2026-08-11\|69.45\|4.89\|65.55\|71.43\|63.60\|100188;2026-08-12\|72.18\|3.93\|68.71\|73.85\|68.53\|85852;2026-08-13\|69.10\|-4.27\|72.56\|74.18\|69.00\|73053;2026-08-14\|71.88\|4.02\|69.12\|73.99\|68.82\|57919;2026-08-17\|74.50\|3.65\|72.16\|74.80\|70.51\|61708;2026-08-18\|75.45\|1.28\|77.00\|77.77\|72.80\|80407;2026-08-19\|67.49\|-10.55\|72.50\|73.54\|67.10\|68540;2026-08-20\|69.63\|3.17\|68.96\|71.00\|66.97\|50268;2026-08-21\|70.03\|0.57\|68.53\|72.05\|67.77\|39869;2026-08-24\|70.80\|1.10\|71.30\|74.28\|68.30\|73266;2026-08-25\|73.50\|3.81\|69.36\|74.61\|67.63\|78337;2026-08-26\|73.75\|0.34\|74.00\|78.20\|70.77\|86832;2026-08-27\|79.51\|7.81\|76.70\|82.55\|73.00\|130192;2026-08-28\|80.00\|0.62\|82.96\|84.94\|79.71\|91770;2026-08-31\|82.11\|2.64\|77.73\|83.50\|77.38\|70807;2026-09-01\|77.45\|-5.68\|81.67\|81.98\|76.50\|58553;2026-09-02\|77.65\|0.26\|76.00\|79.29\|75.30\|44138;2026-09-03\|78.84\|1.53\|78.53\|80.22\|77.06\|42415;2026-09-04\|75.59\|-4.12\|78.05\|81.81\|74.48\|53367;2026-09-07\|86.96\|15.04\|76.83\|87.17\|76.70\|98066;2026-09-08\|84.78\|-2.51\|86.83\|88.36\|84.10\|73301;2026-09-09\|83.58\|-1.42\|86.73\|86.90\|83.04\|61273;2026-09-10\|81.38\|-2.63\|82.72\|83.69\|80.90\|44424;2026-09-11\|79.16\|-2.73\|79.62\|82.50\|76.03\|58422;2026-09-14\|80.41\|1.58\|77.51\|81.80\|75.69\|46544;2026-09-15\|79.29\|-1.39\|79.37\|81.81\|79.01\|38074
114612	MPO等技术受关注	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-05-12\|232.78\|-6.95\|249.90\|254.00\|221.00\|113677;2026-05-13\|234.30\|0.65\|230.00\|247.50\|226.80\|116461;2026-05-14\|237.30\|1.28\|244.00\|245.00\|229.01\|94951;2026-05-15\|257.51\|8.52\|247.00\|272.78\|247.00\|139042;2026-05-18\|272.06\|5.65\|257.33\|293.98\|248.88\|132077;2026-05-19\|266.24\|-2.14\|271.00\|275.00\|254.75\|84391;2026-05-20\|252.60\|-5.12\|260.01\|264.00\|242.98\|100104;2026-05-21\|235.30\|-6.85\|253.86\|256.19\|233.71\|94119;2026-05-22\|258.80\|9.99\|238.14\|263.68\|234.00\|121362;2026-05-25\|292.50\|13.02\|258.82\|293.00\|253.81\|115425;2026-05-26\|284.75\|-2.65\|281.99\|292.00\|278.93\|77257;2026-05-27\|278.30\|-2.27\|282.70\|299.90\|275.00\|90668;2026-05-28\|287.55\|3.32\|271.01\|287.68\|267.00\|61156;2026-05-29\|255.51\|-11.14\|292.00\|296.99\|252.09\|99890;2026-06-01\|225.50\|-11.75\|250.00\|252.40\|225.00\|98166;2026-06-02\|243.56\|8.01\|228.89\|254.74\|228.51\|92386;2026-06-03\|231.98\|-4.75\|256.00\|261.85\|225.97\|141567;2026-06-04\|220.01\|-5.16\|226.72\|229.50\|218.00\|94556;2026-06-05\|225.68\|2.58\|235.60\|238.75\|222.43\|102180;2026-06-08\|212.26\|-5.95\|212.00\|223.80\|209.00\|71433;2026-06-09\|226.23\|6.58\|219.80\|228.37\|212.31\|64337;2026-06-10\|213.58\|-5.59\|217.00\|217.52\|208.65\|55950;2026-06-11\|212.97\|-0.29\|213.00\|217.78\|209.18\|45292;2026-06-12\|205.50\|-3.51\|220.00\|222.00\|205.50\|48579;2026-06-15\|240.10\|16.84\|213.01\|242.99\|213.01\|112564;2026-06-16\|255.00\|6.21\|243.06\|255.80\|235.95\|110420;2026-06-17\|260.12\|2.01\|246.00\|263.33\|245.00\|85031;2026-06-18\|255.47\|-1.79\|258.60\|259.00\|250.08\|84907;2026-06-22\|251.69\|-1.48\|258.00\|261.28\|246.02\|73657;2026-06-23\|238.00\|-5.44\|247.00\|250.00\|233.20\|52596;2026-06-24\|245.13\|3.00\|234.13\|248.95\|233.75\|48523;2026-06-25\|231.41\|-5.60\|240.00\|245.91\|225.58\|84561;2026-06-26\|221.05\|-4.48\|229.33\|240.00\|220.00\|58158;2026-06-29\|198.00\|-10.43\|213.73\|218.00\|196.61\|70108;2026-06-30\|208.32\|5.21\|198.00\|211.70\|190.18\|64753;2026-07-01\|200.30\|-3.85\|206.98\|219.55\|198.50\|56311;2026-07-02\|188.85\|-5.72\|192.17\|199.90\|186.01\|51022;2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788;2026-07-13\|182.00\|-8.40\|197.71\|201.50\|180.00\|44882;2026-07-14\|188.60\|3.63\|182.01\|190.27\|173.73\|45779;2026-07-15\|178.99\|-5.10\|192.38\|197.68\|177.40\|38798;2026-07-16\|187.54\|4.78\|178.00\|192.20\|167.03\|70273;2026-07-17\|162.08\|-13.58\|184.11\|186.01\|161.25\|60436;2026-07-20\|151.58\|-6.48\|170.25\|171.76\|145.81\|55134;2026-07-21\|157.59\|3.96\|155.00\|158.71\|122.04\|87666;2026-07-22\|150.10\|-4.75\|151.00\|159.99\|148.50\|60016;2026-07-23\|145.70\|-2.93\|151.98\|156.66\|144.00\|48428;2026-07-24\|140.50\|-3.57\|143.39\|147.82\|140.08\|35614;2026-07-27\|149.13\|6.14\|140.50\|149.60\|136.99\|43004;2026-07-28\|136.01\|-8.80\|146.14\|149.59\|134.96\|44975;2026-07-29\|132.23\|-2.78\|136.01\|137.37\|124.88\|54945;2026-07-30\|117.75\|-10.95\|130.99\|132.80\|115.50\|59567;2026-07-31\|124.63\|5.84\|130.58\|135.00\|124.43\|61571;2026-08-03\|126.00\|1.10\|122.00\|129.49\|120.27\|57027;2026-08-04\|136.81\|8.58\|126.56\|139.00\|126.56\|69568;2026-08-05\|141.70\|3.57\|131.78\|143.55\|130.00\|74026;2026-08-06\|145.80\|2.89\|139.99\|147.11\|138.50\|58787;2026-08-07\|152.11\|4.33\|148.63\|153.51\|144.23\|52540;2026-08-10\|158.19\|4.00\|155.00\|168.08\|152.50\|77399;2026-08-11\|153.11\|-3.21\|155.13\|160.30\|151.55\|52450;2026-08-12\|170.04\|11.06\|153.66\|183.73\|151.10\|137712;2026-08-13\|168.04\|-1.18\|173.60\|179.90\|167.90\|101685;2026-08-14\|175.50\|4.44\|171.40\|178.40\|167.21\|61265;2026-08-17\|182.48\|3.98\|179.00\|184.98\|175.39\|80889;2026-08-18\|183.00\|0.28\|181.01\|185.00\|175.47\|59352;2026-08-19\|163.50\|-10.66\|175.91\|177.99\|161.74\|71551;2026-08-20\|175.00\|7.03\|166.13\|176.00\|161.11\|58388;2026-08-21\|173.10\|-1.09\|171.00\|183.60\|168.01\|59078;2026-08-24\|168.00\|-2.95\|174.53\|174.99\|163.50\|42165;2026-08-25\|171.61\|2.15\|165.00\|172.88\|162.66\|36125;2026-08-26\|167.00\|-2.69\|176.01\|177.62\|160.22\|53718;2026-08-27\|178.28\|6.75\|170.35\|183.43\|166.16\|75837;2026-08-28\|174.25\|-2.26\|177.10\|183.53\|174.01\|55403;2026-08-31\|178.90\|2.67\|170.02\|180.28\|170.00\|42587;2026-09-01\|170.40\|-4.75\|178.92\|179.10\|168.80\|44430;2026-09-02\|170.95\|0.32\|167.00\|174.77\|166.00\|38896;2026-09-03\|181.88\|6.39\|172.00\|184.00\|165.68\|91310;2026-09-04\|171.68\|-5.61\|181.91\|189.30\|170.02\|78137;2026-09-07\|197.00\|14.75\|178.00\|197.50\|176.20\|119960;2026-09-08\|188.88\|-4.12\|196.68\|196.99\|187.20\|77721;2026-09-09\|195.55\|3.53\|196.95\|201.90\|190.80\|96587;2026-09-10\|193.29\|-1.16\|195.33\|197.76\|190.33\|51625;2026-09-11\|182.30\|-5.69\|188.67\|199.67\|176.58\|87483;2026-09-14\|180.40\|-1.04\|174.90\|186.88\|172.02\|47710;2026-09-15\|178.62\|-0.99\|179.74\|184.99\|177.70\|35939
114611	MPO等技术受关注	薄膜铌酸锂+光通讯器件+珠海国资+指数调入行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年4月1日投资者关系活动记录表，薄膜铌酸锂具备高带宽、低损耗、高线性度等优势，与CPO技术发展方向高度适配；公司已掌握芯片设计、制程、封装和测试等核心技术，具备开发高达800Gbps及以上速率的薄膜铌酸锂调制器芯片和器件的关键能力。 2、据2025年年度报告及2026年4月23日公告，公司2025年光通讯器件销售收入同比增长100.37%，2026年一季度归母净利润4473.64万元，同比增长312.52%；公司最终控制人为珠海市人民政府国有资产监督管理委员会。 3、据中国基金报2026年6月14日报道，深交所决定于2026年6月15日对创业板指、创业板50等指数实施样本股定期调整，光库科技获调入。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-05-12\|261.58\|-1.61\|271.99\|278.66\|257.50\|163884;2026-05-13\|276.88\|5.85\|252.97\|279.87\|251.10\|188574;2026-05-14\|286.63\|3.52\|284.18\|303.80\|280.55\|209754;2026-05-15\|272.02\|-5.10\|292.08\|298.00\|260.00\|243640;2026-05-18\|274.99\|1.09\|270.03\|285.48\|265.95\|169181;2026-05-19\|269.93\|-1.84\|272.34\|278.80\|256.50\|151602;2026-05-20\|269.50\|-0.16\|270.28\|271.71\|260.01\|128396;2026-05-21\|249.90\|-7.27\|273.80\|275.40\|249.01\|147367;2026-05-22\|266.18\|6.51\|254.19\|270.85\|254.10\|151493;2026-05-25\|272.80\|2.49\|270.00\|273.03\|258.09\|154812;2026-05-26\|252.98\|-7.27\|269.99\|270.00\|247.90\|167237;2026-05-27\|259.84\|2.71\|249.22\|273.50\|245.13\|202889;2026-05-28\|292.99\|12.76\|256.00\|297.12\|253.20\|282192;2026-05-29\|278.78\|-4.85\|291.54\|292.00\|271.00\|224694;2026-06-01\|278.65\|-0.05\|275.99\|296.80\|272.72\|200101;2026-06-02\|320.02\|14.85\|284.15\|323.33\|283.00\|285909;2026-06-03\|337.06\|5.32\|333.00\|351.00\|329.54\|271001;2026-06-04\|319.26\|-5.28\|329.39\|335.39\|318.00\|180770;2026-06-05\|320.30\|0.33\|324.00\|359.73\|318.00\|232549;2026-06-08\|299.67\|-6.44\|300.00\|309.40\|290.96\|174855;2026-06-09\|308.65\|3.00\|303.00\|311.99\|293.32\|184718;2026-06-10\|286.60\|-7.14\|293.01\|293.77\|282.00\|147310;2026-06-11\|293.45\|2.39\|284.40\|303.66\|284.00\|148483;2026-06-12\|285.88\|-2.58\|301.00\|303.00\|285.30\|148217;2026-06-15\|343.05\|20.00\|292.50\|343.06\|292.42\|253183;2026-06-16\|392.49\|14.41\|359.02\|395.50\|359.02\|269384;2026-06-17\|395.20\|0.69\|379.10\|404.98\|379.10\|158397;2026-06-18\|390.80\|-1.11\|390.50\|396.20\|382.26\|134070;2026-06-22\|391.98\|0.30\|396.80\|399.12\|373.20\|163247;2026-06-23\|384.52\|-1.90\|388.83\|399.87\|371.80\|136079;2026-06-24\|406.00\|5.59\|385.19\|413.30\|385.19\|169813;2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459;2026-07-13\|270.76\|-6.89\|285.01\|290.82\|269.28\|123554;2026-07-14\|287.78\|6.29\|273.32\|289.00\|261.00\|121552;2026-07-15\|287.78\|0.00\|296.41\|307.98\|286.30\|114810;2026-07-16\|273.00\|-5.14\|282.20\|287.60\|262.18\|94000;2026-07-17\|238.90\|-12.49\|269.29\|271.00\|237.80\|114442;2026-07-20\|214.12\|-10.37\|250.00\|254.80\|204.44\|131789;2026-07-21\|242.35\|13.18\|220.01\|243.50\|184.35\|186549;2026-07-22\|234.39\|-3.28\|240.10\|252.90\|232.98\|135277;2026-07-23\|229.42\|-2.12\|239.07\|245.00\|227.07\|89969;2026-07-24\|230.05\|0.27\|228.40\|239.80\|219.02\|99664;2026-07-27\|240.20\|4.41\|230.72\|242.91\|226.14\|84187;2026-07-28\|214.68\|-10.62\|230.00\|235.30\|212.50\|101299;2026-07-29\|212.48\|-1.02\|214.00\|218.70\|198.53\|100546;2026-07-30\|191.19\|-10.02\|211.20\|216.33\|184.85\|113994;2026-07-31\|205.30\|7.38\|212.73\|224.35\|205.22\|121746;2026-08-03\|211.94\|3.23\|203.65\|218.83\|200.50\|117752;2026-08-04\|254.33\|20.00\|218.54\|254.33\|218.54\|178090;2026-08-05\|260.98\|2.61\|249.77\|264.00\|235.56\|226972;2026-08-06\|275.67\|5.63\|250.62\|288.58\|249.49\|206730;2026-08-07\|288.08\|4.50\|281.97\|297.07\|276.51\|197380;2026-08-10\|284.50\|-1.24\|286.59\|291.00\|276.00\|123869;2026-08-11\|281.00\|-1.23\|275.40\|288.71\|275.40\|94074;2026-08-12\|309.00\|9.96\|281.39\|315.51\|281.01\|144610;2026-08-13\|314.15\|1.67\|318.50\|330.89\|312.22\|144867;2026-08-14\|321.91\|2.47\|318.01\|331.99\|312.76\|118916;2026-08-17\|326.70\|1.49\|325.98\|333.54\|313.78\|138181;2026-08-18\|323.88\|-0.86\|326.01\|332.60\|316.06\|132763;2026-08-19\|289.30\|-10.68\|309.01\|312.00\|287.32\|140814;2026-08-20\|310.96\|7.49\|296.60\|312.51\|286.50\|123776;2026-08-21\|305.03\|-1.91\|307.56\|316.19\|302.00\|100318;2026-08-24\|298.98\|-1.98\|306.01\|312.00\|288.31\|91309;2026-08-25\|290.68\|-2.78\|294.42\|295.61\|283.00\|79210;2026-08-26\|285.01\|-1.95\|293.02\|295.49\|276.76\|79121;2026-08-27\|300.90\|5.58\|289.99\|304.87\|285.50\|115215;2026-08-28\|309.93\|3.00\|297.00\|325.98\|296.00\|153686;2026-08-31\|319.00\|2.93\|300.78\|323.89\|300.78\|118621;2026-09-01\|293.40\|-8.03\|310.01\|313.00\|289.00\|135371;2026-09-02\|284.00\|-3.20\|288.76\|289.64\|280.08\|87972;2026-09-03\|284.00\|0.00\|288.00\|290.00\|278.66\|71496;2026-09-04\|279.00\|-1.76\|289.01\|300.97\|276.19\|95035;2026-09-07\|302.29\|8.35\|287.10\|305.00\|287.10\|141513;2026-09-08\|288.80\|-4.46\|301.58\|305.96\|287.11\|98637;2026-09-09\|291.88\|1.07\|301.00\|306.00\|290.87\|112224;2026-09-10\|300.00\|2.78\|290.00\|303.88\|287.07\|100635;2026-09-11\|289.50\|-3.50\|295.02\|304.02\|276.39\|137728;2026-09-14\|288.33\|-0.40\|284.04\|299.80\|278.43\|93104;2026-09-15\|282.70\|-1.95\|288.42\|291.41\|280.60\|70948
114610	MPO等技术受关注	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655;2026-07-20\|158.52\|-10.00\|176.00\|176.76\|158.52\|226389;2026-07-21\|171.05\|7.90\|154.50\|174.00\|142.67\|369010;2026-07-22\|167.06\|-2.33\|168.47\|180.52\|165.57\|289679;2026-07-23\|169.03\|1.18\|172.00\|180.00\|165.01\|242988;2026-07-24\|166.80\|-1.32\|165.51\|174.89\|163.01\|148929;2026-07-27\|173.78\|4.18\|166.80\|173.97\|164.94\|183581;2026-07-28\|156.40\|-10.00\|165.96\|167.96\|156.40\|146167;2026-07-29\|144.59\|-7.55\|149.80\|150.78\|140.76\|283920;2026-07-30\|130.13\|-10.00\|140.70\|144.40\|130.13\|246349;2026-07-31\|130.25\|0.09\|138.56\|141.85\|130.08\|305426;2026-08-03\|135.17\|3.78\|127.49\|136.98\|125.70\|272671;2026-08-04\|148.69\|10.00\|143.33\|148.69\|137.61\|257775;2026-08-05\|149.56\|0.59\|133.88\|152.31\|133.85\|346419;2026-08-06\|152.80\|2.17\|145.02\|155.77\|143.80\|247823;2026-08-07\|154.78\|1.30\|155.06\|161.45\|152.30\|276040;2026-08-10\|147.92\|-4.43\|156.00\|156.34\|144.39\|225398;2026-08-11\|152.35\|2.99\|147.77\|156.21\|145.58\|187782;2026-08-12\|159.70\|4.82\|153.08\|163.83\|152.00\|209267;2026-08-13\|169.00\|5.82\|163.00\|175.67\|159.30\|385596;2026-08-14\|185.90\|10.00\|170.19\|185.90\|170.00\|397817;2026-08-17\|190.21\|2.32\|190.00\|194.69\|184.00\|384773;2026-08-18\|186.05\|-2.19\|193.44\|194.21\|183.00\|234766;2026-08-19\|167.45\|-10.00\|177.99\|177.99\|167.45\|250198;2026-08-20\|179.09\|6.95\|172.00\|183.50\|165.10\|244744;2026-08-21\|180.97\|1.05\|179.14\|190.85\|177.48\|263010;2026-08-24\|174.99\|-3.30\|183.56\|184.78\|170.74\|197654;2026-08-25\|173.50\|-0.85\|169.50\|178.11\|168.07\|173660;2026-08-26\|190.85\|10.00\|176.50\|190.85\|175.50\|269815;2026-08-27\|198.21\|3.86\|193.00\|201.00\|183.83\|372402;2026-08-28\|192.31\|-2.98\|197.88\|204.50\|191.80\|234394;2026-08-31\|187.60\|-2.45\|185.73\|192.90\|185.00\|168466;2026-09-01\|184.52\|-1.64\|189.00\|189.00\|177.00\|220340;2026-09-02\|180.00\|-2.45\|180.51\|187.50\|179.28\|145794;2026-09-03\|186.31\|3.51\|185.00\|192.37\|184.38\|252297;2026-09-04\|188.37\|1.11\|190.50\|195.88\|185.18\|259444;2026-09-07\|207.21\|10.00\|206.00\|207.21\|202.34\|171571;2026-09-08\|222.30\|7.33\|215.00\|227.83\|213.50\|488811;2026-09-09\|218.99\|-1.49\|228.00\|228.08\|217.28\|279549;2026-09-10\|234.43\|7.05\|215.00\|237.87\|215.00\|324361;2026-09-11\|224.46\|-4.25\|230.03\|236.89\|216.80\|338585;2026-09-14\|218.88\|-2.49\|213.00\|224.38\|207.18\|201754;2026-09-15\|216.40\|-1.13\|217.69\|222.50\|213.13\|165267
114609	MPO等技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115
114608	MPO等技术受关注	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444;2026-09-09\|41.58\|3.66\|40.14\|44.00\|38.72\|1691715;2026-09-10\|39.30\|-5.48\|39.50\|40.28\|38.77\|1052285;2026-09-11\|40.71\|3.59\|37.80\|41.01\|37.80\|1080265;2026-09-14\|41.47\|1.87\|39.40\|43.00\|36.64\|1103911;2026-09-15\|41.04\|-1.04\|40.38\|42.97\|39.88\|933676
114607	MPO等技术受关注	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705;2026-07-13\|16.20\|-10.00\|17.09\|17.31\|16.20\|695217;2026-07-14\|16.37\|1.05\|15.22\|16.52\|14.68\|848222;2026-07-15\|15.60\|-4.70\|16.26\|16.40\|15.55\|553401;2026-07-16\|14.78\|-5.26\|15.26\|15.65\|14.70\|537465;2026-07-17\|13.50\|-8.66\|14.65\|14.76\|13.31\|620639;2026-07-20\|12.85\|-4.81\|13.98\|14.22\|12.45\|661764;2026-07-21\|13.75\|7.00\|13.08\|13.79\|11.57\|833270;2026-07-22\|13.37\|-2.76\|13.28\|13.90\|13.24\|573333;2026-07-23\|13.68\|2.32\|13.40\|14.06\|13.30\|531274;2026-07-24\|13.00\|-4.97\|13.34\|13.49\|12.85\|383329;2026-07-27\|13.66\|5.08\|12.90\|13.74\|12.89\|470891;2026-07-28\|13.03\|-4.61\|13.52\|13.90\|12.96\|448165;2026-07-29\|12.72\|-2.38\|12.99\|13.15\|12.38\|454645;2026-07-30\|12.18\|-4.25\|12.64\|12.95\|12.00\|422878;2026-07-31\|12.68\|4.11\|12.80\|13.08\|12.68\|505930;2026-08-03\|12.99\|2.44\|12.55\|13.10\|12.50\|377184;2026-08-04\|13.51\|4.00\|13.36\|13.59\|13.11\|493930;2026-08-05\|14.17\|4.89\|13.11\|14.30\|13.11\|789553;2026-08-06\|14.26\|0.64\|13.95\|14.53\|13.89\|640411;2026-08-07\|14.65\|2.73\|14.40\|14.75\|13.94\|643767;2026-08-10\|14.45\|-1.37\|14.72\|14.80\|14.11\|464231;2026-08-11\|14.37\|-0.55\|14.30\|14.62\|14.04\|357311;2026-08-12\|14.91\|3.76\|14.38\|15.06\|14.35\|617113;2026-08-13\|14.60\|-2.08\|15.20\|15.26\|14.60\|527621;2026-08-14\|15.33\|5.00\|14.78\|15.35\|14.60\|771945;2026-08-17\|15.57\|1.57\|15.24\|15.63\|15.02\|677338;2026-08-18\|15.35\|-1.41\|15.58\|15.74\|15.13\|531651;2026-08-19\|14.20\|-7.49\|14.93\|14.99\|14.19\|489146;2026-08-20\|14.60\|2.82\|14.47\|14.84\|14.12\|389614;2026-08-21\|15.06\|3.15\|14.47\|15.15\|14.42\|478989;2026-08-24\|14.61\|-2.99\|14.96\|15.09\|14.22\|367211;2026-08-25\|16.07\|9.99\|14.27\|16.07\|14.16\|535900;2026-08-26\|15.88\|-1.18\|16.31\|16.56\|15.72\|956038;2026-08-27\|16.50\|3.90\|16.02\|16.74\|15.91\|1146560;2026-08-28\|15.91\|-3.58\|16.36\|16.44\|15.89\|770001;2026-08-31\|15.75\|-1.01\|15.42\|15.99\|15.35\|452548;2026-09-01\|15.66\|-0.57\|15.90\|15.98\|15.46\|400004;2026-09-02\|15.54\|-0.77\|15.35\|15.74\|15.31\|339964;2026-09-03\|16.28\|4.76\|15.72\|16.40\|15.26\|766814;2026-09-04\|15.52\|-4.67\|16.01\|16.18\|15.30\|669055;2026-09-07\|16.05\|3.41\|15.60\|16.16\|15.35\|648709;2026-09-08\|16.50\|2.80\|16.07\|16.90\|15.98\|988149;2026-09-09\|16.69\|1.15\|16.79\|17.12\|16.50\|873360;2026-09-10\|16.18\|-3.06\|16.41\|16.60\|16.12\|547409;2026-09-11\|17.16\|6.06\|15.81\|17.80\|15.75\|1389336;2026-09-14\|16.70\|-2.68\|16.93\|17.00\|16.02\|943468;2026-09-15\|16.71\|0.06\|16.40\|16.99\|16.15\|752144
114606	MPO等技术受关注	硅光芯片+CPO+功能性器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、知名牛散屠文斌家族举牌公司。 2、子公司可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用。	2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154;2026-07-23\|52.30\|0.48\|52.21\|54.46\|51.52\|35198;2026-07-24\|50.99\|-2.50\|51.99\|52.84\|50.55\|29763;2026-07-27\|53.12\|4.18\|51.35\|53.20\|50.93\|32730;2026-07-28\|50.00\|-5.87\|52.37\|53.44\|49.50\|27840;2026-07-29\|47.92\|-4.16\|49.98\|50.16\|45.50\|41964;2026-07-30\|44.30\|-7.55\|47.92\|48.10\|43.90\|39711;2026-07-31\|46.49\|4.94\|47.37\|48.73\|46.49\|53368;2026-08-03\|46.98\|1.05\|45.92\|47.77\|45.67\|45098;2026-08-04\|50.08\|6.60\|48.00\|50.41\|47.45\|41597;2026-08-05\|51.78\|3.39\|47.13\|52.40\|47.13\|45230;2026-08-06\|53.09\|2.53\|51.19\|53.43\|50.50\|36740;2026-08-07\|54.60\|2.84\|53.71\|54.86\|52.51\|37153;2026-08-10\|53.68\|-1.69\|54.88\|55.82\|52.38\|37366;2026-08-11\|53.15\|-0.99\|53.44\|54.22\|52.00\|28944;2026-08-12\|58.47\|10.01\|53.61\|58.47\|53.30\|38825;2026-08-13\|56.37\|-3.59\|60.70\|61.59\|56.37\|117694;2026-08-14\|57.73\|2.41\|57.33\|59.98\|55.32\|85711;2026-08-17\|59.47\|3.01\|57.80\|59.80\|57.50\|84599;2026-08-18\|60.30\|1.40\|59.00\|60.35\|58.08\|65713;2026-08-19\|54.27\|-10.00\|57.00\|58.40\|54.27\|60080;2026-08-20\|55.87\|2.95\|54.27\|57.28\|53.00\|47119;2026-08-21\|61.46\|10.01\|55.01\|61.46\|55.00\|45259;2026-08-24\|56.82\|-7.55\|61.46\|61.50\|55.31\|105600;2026-08-25\|56.86\|0.07\|54.00\|57.78\|53.72\|65085;2026-08-26\|57.23\|0.65\|57.25\|58.99\|55.28\|52586;2026-08-27\|58.79\|2.73\|57.44\|59.31\|56.50\|68961;2026-08-28\|58.23\|-0.95\|58.88\|61.39\|58.20\|54399;2026-08-31\|60.11\|3.23\|57.10\|60.42\|56.66\|48287;2026-09-01\|58.35\|-2.93\|60.41\|60.55\|57.79\|46300;2026-09-02\|57.51\|-1.44\|56.93\|59.00\|56.93\|33481;2026-09-03\|57.46\|-0.09\|58.66\|59.39\|56.59\|33180;2026-09-04\|55.08\|-4.14\|57.47\|58.86\|54.55\|39947;2026-09-07\|58.30\|5.85\|55.99\|59.15\|55.54\|47388;2026-09-08\|56.72\|-2.71\|58.80\|59.07\|56.50\|33159;2026-09-09\|56.53\|-0.34\|57.85\|60.29\|56.22\|57050;2026-09-10\|55.15\|-2.44\|55.28\|57.06\|54.90\|37926;2026-09-11\|54.48\|-1.21\|54.32\|56.70\|52.50\|46817;2026-09-14\|54.30\|-0.33\|53.04\|54.87\|52.02\|30686;2026-09-15\|54.76\|0.85\|53.70\|56.19\|53.70\|36506
114605	MPO等技术受关注	MPO+光纤连接头+机器人+模塑一体化行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公告，公司收购久腾通讯科技湖州有限公司51%股权的交易已完成工商变更登记，标的公司主营MPO跳线及核心零部件MT插芯产品的研发及生产。 2、据2026年3月27日异常波动公告，近期资本市场对“光纤”等概念的关注度较高，公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、光纤接入盒等，但数据中心MPO项目收入占比较小。 3、据2025年年度报告，公司深耕精密注塑模具领域，已形成“精密注塑模具+注塑件+健康产品”模塑一体化产业链，业务布局汽车、电子/机器人等应用市场。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-05-12\|152.69\|20.00\|129.80\|152.69\|127.01\|142750;2026-05-13\|169.00\|10.68\|149.51\|170.63\|148.00\|121458;2026-05-14\|164.71\|-2.54\|167.48\|175.84\|161.30\|105921;2026-05-15\|154.98\|-5.91\|164.22\|166.41\|153.50\|76710;2026-05-18\|153.89\|-0.70\|154.00\|156.13\|147.96\|66875;2026-05-19\|153.00\|-0.58\|153.43\|154.30\|147.22\|56483;2026-05-20\|154.08\|0.71\|151.02\|155.15\|149.03\|55140;2026-05-21\|140.68\|-8.70\|153.01\|154.88\|139.06\|56132;2026-05-22\|146.95\|4.46\|142.94\|149.37\|140.50\|47300;2026-05-25\|147.93\|0.67\|150.60\|150.60\|143.00\|36658;2026-05-26\|141.25\|-4.52\|149.19\|149.19\|138.38\|39659;2026-05-27\|135.46\|-4.10\|141.26\|142.50\|133.83\|31576;2026-05-28\|133.50\|-1.45\|134.64\|136.40\|128.55\|34364;2026-05-29\|121.94\|-8.66\|135.00\|135.70\|121.44\|38968;2026-06-01\|118.50\|-2.82\|121.86\|125.97\|117.94\|38506;2026-06-02\|118.99\|0.41\|118.82\|120.40\|115.34\|33673;2026-06-03\|125.13\|5.16\|122.55\|129.01\|121.35\|53142;2026-06-04\|135.97\|8.66\|129.99\|137.95\|123.20\|76205;2026-06-05\|150.00\|10.32\|136.01\|153.00\|132.60\|98623;2026-06-08\|139.58\|-6.95\|142.09\|152.25\|137.00\|73227;2026-06-09\|158.40\|13.48\|153.00\|162.00\|147.61\|94025;2026-06-10\|154.60\|-2.40\|154.16\|157.19\|150.27\|49213;2026-06-11\|158.89\|2.77\|151.67\|166.90\|151.67\|66637;2026-06-12\|159.82\|0.59\|169.54\|172.50\|156.55\|60861;2026-06-15\|191.78\|20.00\|178.88\|191.78\|163.11\|88217;2026-06-16\|201.09\|4.85\|199.00\|206.96\|195.00\|97608;2026-06-17\|194.86\|-3.10\|198.01\|199.98\|186.00\|72537;2026-06-18\|196.40\|0.79\|190.00\|201.98\|188.00\|67844;2026-06-22\|209.28\|6.56\|213.15\|213.50\|200.01\|68326;2026-06-23\|193.00\|-7.78\|204.53\|204.91\|189.25\|51472;2026-06-24\|144.72\|-2.16\|147.98\|150.88\|141.00\|68673;2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|102.85\|-9.77\|112.79\|114.01\|102.31\|73630;2026-07-14\|106.41\|3.46\|104.77\|109.00\|100.21\|53425;2026-07-15\|103.37\|-2.86\|107.59\|111.43\|102.00\|36037;2026-07-16\|96.69\|-6.46\|101.82\|103.49\|95.88\|46066;2026-07-17\|84.61\|-12.49\|97.00\|97.03\|84.23\|58872;2026-07-20\|75.33\|-10.97\|86.73\|88.28\|72.22\|77161;2026-07-21\|81.39\|8.04\|77.00\|81.89\|67.00\|75405;2026-07-22\|79.24\|-2.64\|80.34\|83.42\|78.56\|54123;2026-07-23\|78.21\|-1.30\|79.32\|81.99\|77.28\|40212;2026-07-24\|75.10\|-3.98\|77.29\|78.56\|74.51\|42036;2026-07-27\|77.30\|2.93\|75.30\|77.41\|72.41\|45765;2026-07-28\|69.51\|-10.08\|76.15\|76.80\|68.00\|51172;2026-07-29\|66.13\|-4.86\|68.82\|71.19\|63.02\|59640;2026-07-30\|60.63\|-8.32\|67.77\|67.96\|59.05\|60335;2026-07-31\|63.36\|4.50\|68.08\|72.76\|63.36\|93067;2026-08-03\|62.05\|-2.07\|63.54\|65.10\|61.35\|63335;2026-08-04\|67.73\|9.15\|62.85\|68.49\|61.93\|51903;2026-08-05\|75.70\|11.77\|66.38\|77.59\|65.56\|81313;2026-08-06\|79.38\|4.86\|75.30\|81.69\|74.10\|93928;2026-08-07\|82.12\|3.45\|79.87\|84.40\|78.65\|78920;2026-08-10\|82.67\|0.67\|83.54\|84.31\|80.60\|66147;2026-08-11\|82.00\|-0.81\|82.33\|84.87\|80.90\|52772;2026-08-12\|86.20\|5.12\|82.33\|88.25\|81.25\|63999;2026-08-13\|85.70\|-0.58\|85.69\|89.55\|85.46\|65885;2026-08-14\|88.01\|2.70\|85.69\|89.98\|85.69\|62617;2026-08-17\|95.35\|8.34\|87.56\|95.80\|87.56\|96021;2026-08-18\|91.50\|-4.04\|93.64\|96.59\|90.01\|84168;2026-08-19\|80.52\|-12.00\|88.00\|90.00\|80.09\|92440;2026-08-20\|90.34\|12.20\|81.97\|91.52\|81.31\|96130;2026-08-21\|87.37\|-3.29\|88.00\|90.90\|86.00\|73238;2026-08-24\|88.98\|1.84\|87.99\|92.99\|86.50\|93387;2026-08-25\|92.80\|4.29\|88.33\|94.20\|85.00\|97679;2026-08-26\|87.60\|-5.60\|93.00\|94.00\|86.28\|87035;2026-08-27\|98.90\|12.90\|88.88\|99.00\|87.46\|106324;2026-08-28\|94.09\|-4.86\|98.23\|102.18\|93.82\|100523;2026-08-31\|95.40\|1.39\|92.73\|97.97\|90.77\|72974;2026-09-01\|90.00\|-5.66\|95.27\|95.44\|89.80\|68452;2026-09-02\|87.01\|-3.32\|88.80\|89.40\|86.00\|47183;2026-09-03\|85.87\|-1.31\|87.94\|89.48\|84.09\|55335;2026-09-04\|78.88\|-8.14\|86.41\|89.30\|78.03\|83356;2026-09-07\|88.68\|12.42\|83.42\|90.45\|80.98\|95391;2026-09-08\|85.06\|-4.08\|88.61\|88.75\|84.50\|61942;2026-09-09\|85.74\|0.80\|88.00\|91.60\|85.38\|69348;2026-09-10\|83.29\|-2.86\|84.84\|85.30\|83.00\|37178;2026-09-11\|80.80\|-2.99\|81.84\|81.94\|77.27\|46258;2026-09-14\|81.38\|0.72\|79.66\|83.31\|78.02\|40542;2026-09-15\|80.30\|-1.33\|80.80\|83.28\|80.14\|31480
114604	MPO等技术受关注	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-05-12\|271.80\|-1.40\|278.00\|285.00\|269.01\|148767;2026-05-13\|273.10\|0.48\|266.50\|279.80\|264.12\|145800;2026-05-14\|266.99\|-2.24\|275.00\|282.00\|266.99\|142188;2026-05-15\|251.40\|-5.84\|267.34\|276.20\|250.00\|189620;2026-05-18\|251.98\|0.23\|249.35\|258.60\|243.00\|129446;2026-05-19\|239.32\|-5.02\|249.00\|249.97\|229.88\|195175;2026-05-20\|242.11\|1.17\|239.36\|242.97\|233.00\|157162;2026-05-21\|231.47\|-4.39\|244.75\|247.22\|231.00\|150294;2026-05-22\|240.30\|3.81\|236.10\|241.40\|233.05\|125835;2026-05-25\|246.00\|2.37\|233.11\|246.58\|233.00\|165622;2026-05-26\|236.13\|-4.01\|244.00\|245.04\|232.50\|126707;2026-05-27\|230.96\|-2.19\|235.87\|239.98\|227.64\|117110;2026-05-28\|240.15\|3.98\|232.00\|242.63\|222.40\|154320;2026-05-29\|249.21\|3.77\|240.77\|260.00\|240.00\|306342;2026-06-01\|219.34\|-11.99\|241.78\|243.64\|218.00\|259619;2026-06-02\|234.60\|6.96\|224.00\|240.35\|218.99\|201911;2026-06-03\|244.90\|4.39\|243.48\|253.60\|238.01\|240713;2026-06-04\|230.00\|-6.08\|238.42\|240.00\|227.13\|210775;2026-06-05\|219.00\|-4.78\|228.51\|237.98\|217.00\|193495;2026-06-08\|213.00\|-2.74\|208.08\|227.78\|206.00\|165964;2026-06-09\|238.83\|12.13\|215.79\|239.58\|213.79\|240054;2026-06-10\|229.17\|-4.04\|234.20\|238.18\|224.55\|151226;2026-06-11\|225.00\|-1.82\|229.44\|238.18\|221.17\|130871;2026-06-12\|224.03\|-0.43\|232.00\|233.48\|223.60\|154513;2026-06-15\|268.84\|20.00\|229.00\|268.84\|229.00\|262910;2026-06-16\|283.30\|5.38\|286.77\|301.62\|282.21\|287091;2026-06-17\|269.88\|-4.74\|280.01\|286.01\|262.16\|233042;2026-06-18\|281.99\|4.49\|266.30\|287.18\|266.30\|272998;2026-06-22\|298.09\|5.71\|300.00\|309.98\|290.31\|277316;2026-06-23\|286.02\|-4.05\|290.00\|309.60\|282.90\|229808;2026-06-24\|282.23\|-1.33\|288.42\|299.97\|275.86\|211377;2026-06-25\|281.90\|-0.12\|287.87\|290.00\|274.59\|190436;2026-06-26\|262.65\|-6.83\|278.00\|286.48\|262.31\|208699;2026-06-29\|253.19\|-3.60\|262.00\|268.96\|243.58\|142255;2026-06-30\|278.00\|9.80\|255.00\|280.90\|255.00\|177718;2026-07-01\|254.00\|-8.63\|275.00\|279.98\|248.50\|177065;2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700;2026-07-13\|207.00\|-6.67\|223.14\|227.77\|203.62\|130445;2026-07-14\|213.89\|3.47\|207.69\|217.57\|195.80\|147970;2026-07-15\|213.97\|0.04\|216.01\|227.80\|211.18\|152599;2026-07-16\|193.25\|-9.68\|207.39\|209.70\|186.38\|161345;2026-07-17\|166.21\|-13.99\|189.00\|192.78\|164.01\|176777;2026-07-20\|153.35\|-7.74\|172.98\|177.55\|147.00\|173921;2026-07-21\|175.28\|14.30\|156.42\|175.89\|133.13\|220161;2026-07-22\|168.98\|-3.59\|177.48\|182.82\|166.22\|154542;2026-07-23\|169.07\|0.05\|171.76\|177.00\|167.30\|112580;2026-07-24\|163.01\|-3.58\|167.04\|169.60\|160.08\|107170;2026-07-27\|167.70\|2.88\|163.46\|168.83\|159.00\|103131;2026-07-28\|147.67\|-11.94\|168.08\|169.96\|145.47\|209589;2026-07-29\|145.00\|-1.81\|147.67\|150.50\|136.70\|188370;2026-07-30\|127.26\|-12.23\|145.00\|145.44\|123.48\|225308;2026-07-31\|140.50\|10.40\|142.00\|151.00\|139.01\|217716;2026-08-03\|141.02\|0.37\|139.95\|144.58\|137.02\|137307;2026-08-04\|159.60\|13.18\|143.78\|160.76\|143.11\|243212;2026-08-05\|159.43\|-0.11\|153.36\|163.00\|148.00\|240793;2026-08-06\|171.00\|7.26\|159.98\|175.27\|154.00\|243017;2026-08-07\|177.04\|3.53\|171.00\|178.68\|169.00\|207210;2026-08-10\|171.15\|-3.33\|180.04\|180.89\|165.30\|169846;2026-08-11\|173.91\|1.61\|168.44\|178.00\|167.01\|148905;2026-08-12\|180.98\|4.07\|173.03\|185.16\|171.20\|162385;2026-08-13\|180.08\|-0.50\|185.00\|188.96\|180.01\|168836;2026-08-14\|194.67\|8.10\|183.33\|194.68\|178.05\|182306;2026-08-17\|219.00\|12.50\|200.00\|220.85\|199.99\|212378;2026-08-18\|215.65\|-1.53\|220.63\|221.00\|211.18\|154069;2026-08-19\|190.42\|-11.70\|206.04\|208.00\|188.52\|195158;2026-08-20\|204.00\|7.13\|195.01\|208.99\|188.83\|188709;2026-08-21\|197.42\|-3.23\|201.01\|211.30\|197.00\|195515;2026-08-24\|198.94\|0.77\|204.00\|210.00\|192.00\|210284;2026-08-25\|196.23\|-1.36\|190.31\|200.52\|185.67\|151347;2026-08-26\|192.87\|-1.71\|199.00\|199.78\|187.57\|113372;2026-08-27\|216.01\|12.00\|195.90\|223.20\|194.50\|233467;2026-08-28\|212.90\|-1.44\|218.16\|221.65\|212.00\|154348;2026-08-31\|210.60\|-1.08\|205.10\|215.35\|205.01\|119435;2026-09-01\|205.47\|-2.44\|209.00\|209.00\|200.39\|105093;2026-09-02\|202.48\|-1.46\|204.00\|204.99\|198.01\|89429;2026-09-03\|202.29\|-0.09\|204.29\|204.90\|195.05\|101012;2026-09-04\|193.78\|-4.21\|204.00\|210.80\|191.87\|131098;2026-09-07\|213.99\|10.43\|199.10\|215.37\|196.00\|177119;2026-09-08\|211.39\|-1.22\|214.02\|219.72\|209.50\|131039;2026-09-09\|215.20\|1.80\|220.01\|224.92\|213.66\|144230;2026-09-10\|214.70\|-0.23\|215.00\|220.50\|210.06\|103664;2026-09-11\|207.84\|-3.20\|211.13\|217.51\|199.38\|154023;2026-09-14\|204.09\|-1.80\|200.98\|209.33\|199.56\|99739;2026-09-15\|206.70\|1.28\|202.03\|211.62\|199.91\|110264
114603	MPO等技术受关注	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184;2026-09-14\|171.81\|-3.13\|172.54\|176.50\|169.00\|216603;2026-09-15\|168.37\|-2.00\|170.14\|173.21\|167.59\|235222
114602	MPO等技术受关注	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-05-12\|7.24\|-4.74\|7.60\|7.65\|7.16\|866515;2026-05-13\|7.15\|-1.24\|7.20\|7.28\|7.01\|658133;2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542;2026-07-13\|8.00\|-4.65\|8.30\|8.64\|7.95\|600810;2026-07-14\|7.91\|-1.12\|8.00\|8.16\|7.51\|630791;2026-07-15\|8.51\|7.59\|8.03\|8.55\|7.78\|930246;2026-07-16\|8.32\|-2.23\|8.38\|9.04\|8.24\|1237213;2026-07-17\|7.69\|-7.57\|8.31\|8.84\|7.65\|1250830;2026-07-20\|7.06\|-8.19\|7.67\|8.28\|6.93\|1284291;2026-07-21\|7.44\|5.38\|7.10\|7.46\|6.45\|1250382;2026-07-22\|8.18\|9.95\|7.38\|8.18\|7.37\|1174040;2026-07-23\|8.04\|-1.71\|8.08\|8.41\|7.96\|1262430;2026-07-24\|7.81\|-2.86\|8.03\|8.25\|7.72\|823876;2026-07-27\|8.31\|6.40\|7.75\|8.31\|7.46\|871742;2026-07-28\|7.83\|-5.78\|8.19\|8.36\|7.72\|764238;2026-07-29\|7.06\|-9.83\|7.67\|7.80\|7.05\|1112095;2026-07-30\|6.36\|-9.91\|6.94\|7.13\|6.35\|1289335;2026-07-31\|6.54\|2.83\|6.80\|6.93\|6.54\|914025;2026-08-03\|6.40\|-2.14\|6.55\|6.72\|6.30\|641407;2026-08-04\|6.89\|7.66\|6.47\|6.93\|6.36\|773120;2026-08-05\|6.91\|0.29\|6.68\|6.98\|6.61\|671411;2026-08-06\|7.11\|2.89\|6.85\|7.17\|6.80\|609744;2026-08-07\|7.32\|2.95\|7.08\|7.46\|6.89\|658679;2026-08-10\|6.97\|-4.78\|7.37\|7.38\|6.80\|670836;2026-08-11\|7.05\|1.15\|6.91\|7.23\|6.86\|517368;2026-08-12\|7.24\|2.69\|7.00\|7.30\|6.97\|530464;2026-08-13\|7.04\|-2.76\|7.39\|7.40\|7.01\|605790;2026-08-14\|7.52\|6.82\|7.05\|7.65\|6.97\|999959;2026-08-17\|7.92\|5.32\|7.53\|8.05\|7.39\|1225703;2026-08-18\|8.71\|9.97\|8.50\|8.71\|8.27\|1442535;2026-08-19\|8.09\|-7.12\|8.19\|8.69\|7.99\|1377501;2026-08-20\|8.08\|-0.12\|8.23\|8.35\|7.81\|973506;2026-08-21\|8.24\|1.98\|8.07\|8.38\|7.86\|763318;2026-08-24\|7.97\|-3.28\|8.19\|8.28\|7.80\|623484;2026-08-25\|8.35\|4.77\|7.81\|8.77\|7.66\|1494471;2026-08-26\|7.80\|-6.59\|8.27\|8.35\|7.72\|953395;2026-08-27\|8.58\|10.00\|7.78\|8.58\|7.75\|1588338;2026-08-28\|8.35\|-2.68\|8.79\|8.88\|8.30\|1417772;2026-08-31\|8.15\|-2.40\|8.25\|8.35\|8.05\|705628;2026-09-01\|8.02\|-1.60\|8.18\|8.19\|7.94\|660066;2026-09-02\|7.51\|-6.36\|7.88\|7.89\|7.26\|1387167;2026-09-03\|7.64\|1.73\|7.52\|7.85\|7.41\|859704;2026-09-04\|7.42\|-2.88\|7.61\|8.10\|7.33\|1001944;2026-09-07\|8.16\|9.97\|7.44\|8.16\|7.44\|1737303;2026-09-08\|7.95\|-2.57\|8.16\|8.26\|7.89\|1365103;2026-09-09\|7.94\|-0.13\|8.11\|8.19\|7.77\|938682;2026-09-10\|7.70\|-3.02\|7.79\|7.99\|7.61\|846075;2026-09-11\|7.29\|-5.32\|7.58\|7.84\|7.02\|1234073;2026-09-14\|7.19\|-1.37\|7.10\|7.28\|6.94\|504571;2026-09-15\|7.13\|-0.83\|7.15\|7.30\|7.09\|406041
114601	MPO等技术受关注	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|190.70\|-9.89\|207.61\|211.15\|189.50\|150160;2026-07-14\|203.88\|6.91\|193.19\|204.90\|184.30\|161959;2026-07-15\|196.83\|-3.46\|207.96\|209.90\|195.68\|135518;2026-07-16\|180.70\|-8.19\|188.61\|194.50\|178.42\|128915;2026-07-17\|158.08\|-12.52\|179.50\|179.88\|155.89\|154564;2026-07-20\|139.31\|-11.87\|163.00\|165.00\|133.00\|172113;2026-07-21\|153.19\|9.96\|142.01\|154.00\|120.68\|246999;2026-07-22\|145.53\|-5.00\|151.00\|156.00\|143.50\|171747;2026-07-23\|141.00\|-3.11\|147.90\|151.15\|139.68\|124056;2026-07-24\|135.93\|-3.60\|139.58\|142.30\|134.68\|94887;2026-07-27\|140.99\|3.72\|136.80\|140.99\|132.55\|109649;2026-07-28\|125.00\|-11.34\|137.02\|137.99\|124.00\|140517;2026-07-29\|120.00\|-4.00\|125.12\|127.77\|114.15\|159668;2026-07-30\|105.92\|-11.73\|120.30\|120.80\|102.30\|200740;2026-07-31\|114.00\|7.63\|119.00\|123.13\|113.69\|187801;2026-08-03\|118.49\|3.94\|115.55\|121.30\|111.36\|199151;2026-08-04\|133.80\|12.92\|121.99\|133.88\|120.30\|332317;2026-08-05\|132.30\|-1.12\|128.52\|132.95\|122.00\|347147;2026-08-06\|137.88\|4.22\|131.42\|140.50\|126.15\|287869;2026-08-07\|143.43\|4.03\|137.22\|146.00\|134.50\|267834;2026-08-10\|141.99\|-1.00\|143.42\|149.94\|137.94\|194487;2026-08-11\|140.45\|-1.08\|139.21\|143.86\|137.00\|138421;2026-08-12\|149.76\|6.63\|140.48\|154.98\|139.50\|210571;2026-08-13\|149.72\|-0.03\|153.00\|159.66\|149.51\|200026;2026-08-14\|161.50\|7.87\|150.02\|161.96\|147.60\|221831;2026-08-17\|193.80\|20.00\|174.69\|193.80\|168.90\|244143;2026-08-18\|199.27\|2.82\|203.04\|205.00\|193.10\|285395;2026-08-19\|180.27\|-9.53\|190.71\|195.00\|178.59\|263528;2026-08-20\|213.40\|18.38\|184.12\|216.20\|180.66\|393069;2026-08-21\|214.46\|0.50\|213.00\|230.46\|205.48\|352161;2026-08-24\|202.90\|-5.39\|215.30\|215.80\|195.00\|247776;2026-08-25\|202.70\|-0.10\|199.90\|206.60\|195.80\|206399;2026-08-26\|197.32\|-2.65\|202.00\|202.00\|191.60\|178320;2026-08-27\|209.38\|6.11\|199.96\|212.59\|198.16\|250844;2026-08-28\|204.30\|-2.43\|207.80\|210.50\|203.85\|172962;2026-08-31\|199.49\|-2.35\|196.43\|204.69\|195.00\|154613;2026-09-01\|193.81\|-2.85\|199.88\|200.00\|190.80\|114305;2026-09-02\|189.04\|-2.46\|191.02\|192.99\|185.69\|110985;2026-09-03\|188.59\|-0.24\|190.33\|192.33\|183.80\|110793;2026-09-04\|180.00\|-4.55\|191.00\|192.88\|178.18\|138864;2026-09-07\|206.10\|14.50\|185.45\|207.68\|185.45\|227804;2026-09-08\|201.55\|-2.21\|206.18\|208.88\|199.94\|159577;2026-09-09\|201.55\|0.00\|206.83\|211.00\|200.13\|210910;2026-09-10\|203.27\|0.85\|199.27\|213.00\|198.03\|190506;2026-09-11\|200.86\|-1.19\|199.21\|204.31\|191.63\|181838;2026-09-14\|198.30\|-1.27\|195.00\|203.56\|192.10\|120200;2026-09-15\|194.39\|-1.97\|196.33\|202.30\|193.00\|145563
114600	MPO等技术受关注	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805;2026-09-09\|35.79\|0.93\|36.00\|37.14\|35.56\|292730;2026-09-10\|35.49\|-0.84\|35.21\|36.35\|34.91\|176229;2026-09-11\|35.06\|-1.21\|34.73\|36.16\|33.69\|263209;2026-09-14\|35.23\|0.48\|34.52\|35.90\|33.41\|211300;2026-09-15\|35.78\|1.56\|34.95\|36.57\|34.95\|241800
114599	MPO等技术受关注	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|95187;2026-09-09\|302.55\|0.14\|315.10\|320.00\|300.30\|92647;2026-09-10\|315.00\|4.12\|295.98\|322.24\|293.00\|107861;2026-09-11\|286.60\|-9.02\|307.00\|314.00\|277.00\|127914;2026-09-14\|286.78\|0.06\|275.00\|292.87\|268.10\|68586;2026-09-15\|276.00\|-3.76\|280.00\|287.02\|273.51\|71139
114598	MPO等技术受关注	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469
114597	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：MLCC行业缺货潮确认延续至2027年后，电感绕线设备国产替代逻辑加速兑现；涨停缘由：国巨、华新科等龙头明确缺货将延续至2027年以后，下游客户扩产意愿强烈；公司深耕电感绕线及自动化设备，直接受益于被动元件厂商资本开支上行；AIoT终端放量拉动微型电感需求增长；资金逻辑：板块内资金向设备端迁移，科瑞思作为细分隐形冠军获中小单持续抢筹，成交额环比倍增，换手活跃反映筹码松动后新资金介入；风险提示：公司业务集中于电感环节，下游扩产节奏若放缓将影响订单落地；新产能爬坡进度存在不确定性	公司参与的电感业务包括电感绕线、电感成品和相关自动化生产设备	2026-05-12\|53.23\|-4.52\|55.37\|55.50\|52.66\|17418;2026-05-13\|53.19\|-0.08\|53.24\|53.93\|52.71\|12834;2026-05-14\|52.91\|-0.53\|53.46\|53.99\|52.52\|9776;2026-05-15\|52.25\|-1.25\|52.91\|53.30\|51.80\|12187;2026-05-18\|52.62\|0.71\|52.25\|52.68\|51.10\|8094;2026-05-19\|52.70\|0.15\|52.42\|53.19\|51.28\|8132;2026-05-20\|52.32\|-0.72\|52.30\|52.50\|51.51\|6196;2026-05-21\|49.08\|-6.19\|51.95\|52.50\|48.86\|9753;2026-05-22\|51.74\|5.42\|49.48\|52.48\|49.00\|9675;2026-05-25\|51.41\|-0.64\|51.85\|52.52\|49.58\|11352;2026-05-26\|49.36\|-3.99\|51.14\|51.14\|49.10\|10892;2026-05-27\|47.48\|-3.34\|49.22\|49.38\|46.35\|10888;2026-05-28\|47.96\|1.01\|47.27\|48.48\|46.60\|7521;2026-05-29\|46.10\|-3.88\|47.90\|48.30\|45.81\|11100;2026-06-01\|46.05\|-0.11\|46.10\|47.37\|45.60\|10052;2026-06-02\|46.03\|-0.04\|46.11\|46.74\|44.99\|10795;2026-06-03\|47.50\|3.19\|46.12\|50.00\|45.46\|17970;2026-06-04\|47.71\|0.44\|47.31\|49.27\|45.90\|18550;2026-06-05\|51.90\|8.78\|47.31\|52.65\|45.82\|32109;2026-06-08\|50.11\|-3.45\|50.48\|54.50\|49.58\|31770;2026-06-09\|51.10\|1.98\|50.20\|52.50\|49.83\|22716;2026-06-10\|50.72\|-0.74\|50.25\|52.44\|49.58\|19708;2026-06-11\|50.25\|-0.93\|50.73\|51.97\|48.50\|17504;2026-06-12\|49.04\|-2.41\|51.26\|52.50\|48.32\|18379;2026-06-15\|53.99\|10.09\|48.05\|54.40\|48.05\|28725;2026-06-16\|58.23\|7.85\|54.02\|58.77\|54.02\|33088;2026-06-17\|54.33\|-6.70\|57.33\|59.02\|54.03\|31054;2026-06-18\|54.52\|0.35\|54.28\|57.37\|52.14\|27186;2026-06-22\|54.12\|-0.73\|53.66\|56.74\|51.92\|25141;2026-06-23\|55.98\|3.44\|53.23\|57.57\|53.22\|28212;2026-06-24\|52.82\|-5.64\|54.67\|55.04\|52.00\|24613;2026-06-25\|51.01\|-3.43\|52.46\|54.13\|50.21\|22852;2026-06-26\|48.90\|-4.14\|50.50\|50.50\|47.70\|16008;2026-06-29\|47.33\|-3.21\|48.90\|50.33\|46.32\|14741;2026-06-30\|48.66\|2.81\|47.55\|49.30\|47.00\|11191;2026-07-01\|49.09\|0.88\|48.58\|49.50\|47.91\|12675;2026-07-02\|47.44\|-3.36\|48.80\|50.30\|47.00\|14504;2026-07-03\|46.53\|-1.92\|47.28\|48.10\|46.20\|18246;2026-07-06\|47.21\|1.46\|46.85\|48.46\|45.50\|16324;2026-07-07\|43.96\|-6.88\|46.89\|47.11\|43.90\|12639;2026-07-08\|41.97\|-4.53\|43.85\|44.89\|41.38\|16588;2026-07-09\|41.92\|-0.12\|41.49\|42.43\|39.96\|12609;2026-07-10\|41.94\|0.05\|41.93\|43.45\|41.65\|10725;2026-07-13\|39.32\|-6.25\|41.98\|42.29\|39.32\|12843;2026-07-14\|39.42\|0.25\|39.36\|40.21\|38.17\|10674;2026-07-15\|39.40\|-0.05\|39.41\|40.20\|38.69\|9403;2026-07-16\|38.74\|-1.68\|37.28\|40.26\|37.28\|9124;2026-07-17\|36.41\|-6.01\|39.10\|39.10\|36.03\|12085;2026-07-20\|34.32\|-5.74\|36.82\|37.73\|33.61\|13659;2026-07-21\|34.98\|1.92\|33.99\|35.38\|31.31\|13793;2026-07-22\|33.71\|-3.63\|35.20\|35.36\|33.60\|10209;2026-07-23\|34.90\|3.53\|33.71\|35.70\|33.71\|10642;2026-07-24\|35.00\|0.29\|34.39\|35.35\|33.68\|9353;2026-07-27\|36.08\|3.09\|34.56\|36.14\|34.18\|8096;2026-07-28\|35.60\|-1.33\|35.50\|36.70\|35.08\|7617;2026-07-29\|35.78\|0.51\|35.66\|36.30\|34.96\|8161;2026-07-30\|34.21\|-4.39\|35.60\|36.16\|33.81\|8683;2026-07-31\|35.75\|4.50\|34.50\|36.32\|34.50\|11065;2026-08-03\|37.80\|5.73\|35.82\|37.94\|35.40\|11974;2026-08-04\|39.20\|3.70\|37.73\|39.69\|37.35\|12112;2026-08-05\|39.92\|1.84\|38.91\|40.00\|38.60\|10085;2026-08-06\|40.35\|1.08\|39.88\|40.40\|39.20\|6829;2026-08-07\|40.90\|1.36\|40.40\|41.20\|39.55\|5654;2026-08-10\|41.75\|2.08\|40.79\|41.86\|40.01\|7323;2026-08-11\|41.88\|0.31\|41.50\|42.37\|40.94\|5192;2026-08-12\|43.75\|4.47\|41.88\|44.01\|41.39\|9517;2026-08-13\|43.00\|-1.71\|44.98\|46.67\|43.00\|14917;2026-08-14\|43.17\|0.40\|42.83\|43.74\|42.31\|9450;2026-08-17\|44.08\|2.11\|43.17\|44.44\|42.90\|6306;2026-08-18\|43.97\|-0.25\|43.70\|44.51\|43.50\|6791;2026-08-19\|41.44\|-5.75\|43.51\|43.90\|41.42\|8226;2026-08-20\|42.71\|3.06\|42.78\|43.45\|41.68\|6296;2026-08-21\|43.44\|1.71\|42.84\|43.69\|41.90\|5664;2026-08-24\|42.30\|-2.62\|43.45\|43.52\|41.68\|7112;2026-08-25\|43.68\|3.26\|42.04\|43.88\|41.58\|6345;2026-08-26\|44.28\|1.37\|43.68\|44.79\|42.64\|8227;2026-08-27\|45.70\|3.21\|44.00\|45.91\|43.80\|11428;2026-08-28\|45.63\|-0.15\|45.17\|48.88\|44.89\|15335;2026-08-31\|46.51\|1.93\|45.08\|46.59\|44.85\|9876;2026-09-01\|45.53\|-2.11\|46.40\|46.88\|45.41\|7481;2026-09-02\|45.70\|0.37\|45.53\|45.88\|44.80\|6972;2026-09-03\|46.87\|2.56\|45.78\|47.79\|45.59\|16595;2026-09-04\|46.36\|-1.09\|47.80\|47.80\|45.90\|11399;2026-09-07\|46.26\|-0.22\|46.75\|47.20\|44.83\|8952;2026-09-08\|44.56\|-3.67\|46.26\|46.48\|44.14\|13741;2026-09-09\|43.90\|-1.48\|44.60\|45.23\|43.81\|7741;2026-09-10\|43.37\|-1.21\|43.80\|43.97\|43.00\|7420;2026-09-11\|42.88\|-1.13\|42.93\|43.25\|41.26\|8084;2026-09-14\|43.55\|1.56\|44.80\|44.80\|41.02\|7584;2026-09-15\|42.35\|-2.76\|43.35\|43.78\|42.21\|5911
114596	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：英诺赛科1.2kW高功率密度电源方案采用其芯片电感，算力基建升级带动高频磁材需求爆发；涨停缘由：AI服务器电源升级+液冷散热普及+高频磁性元件国产替代加速+东数西算投资加码；资金逻辑：主题资金从算力芯片向配套器件扩散，融资买入额单周翻倍，机构调研回应积极；风险提示：公司收入结构中传统领域占比较高，新兴应用占比尚小，短期业绩贡献有限	全球领先的金属软磁粉芯生产商和服务提供商；公司聚焦 “金属软磁粉末 - 磁粉芯 - 电感元件” 全产业链，核心产品为金属软磁粉芯、芯片电感等典型被动元件，广泛应用于消费电子、汽车电子等领域	2026-05-12\|101.70\|-1.23\|103.00\|103.92\|99.66\|78174;2026-05-13\|102.92\|1.20\|100.00\|103.39\|99.33\|63976;2026-05-14\|101.16\|-1.71\|104.43\|105.49\|100.07\|74702;2026-05-15\|100.58\|-0.57\|103.02\|104.99\|99.50\|89918;2026-05-18\|102.37\|1.78\|100.31\|104.80\|99.64\|88300;2026-05-19\|100.36\|-1.96\|101.31\|102.44\|96.66\|88500;2026-05-20\|103.15\|2.78\|101.00\|104.00\|100.74\|75634;2026-05-21\|104.41\|1.22\|105.50\|112.45\|104.00\|150316;2026-05-22\|118.88\|13.86\|106.00\|119.80\|105.97\|187708;2026-05-25\|131.92\|10.97\|125.95\|132.20\|124.00\|229919;2026-05-26\|124.49\|-5.63\|130.55\|130.60\|121.67\|203405;2026-05-27\|86.38\|-2.70\|90.11\|92.40\|82.00\|230878;2026-05-28\|89.22\|3.29\|85.50\|90.68\|84.88\|190313;2026-05-29\|86.70\|-2.82\|91.30\|94.50\|86.18\|212785;2026-06-01\|82.45\|-4.90\|88.28\|90.27\|81.88\|199040;2026-06-02\|87.83\|6.53\|80.77\|90.73\|78.60\|240689;2026-06-03\|88.13\|0.34\|87.83\|91.40\|86.60\|209990;2026-06-04\|88.49\|0.41\|85.96\|90.50\|85.50\|152271;2026-06-05\|93.00\|5.10\|86.07\|101.99\|84.07\|378700;2026-06-08\|88.00\|-5.38\|89.00\|96.03\|86.55\|347489;2026-06-09\|95.65\|8.69\|91.39\|97.12\|90.73\|326641;2026-06-10\|88.30\|-7.68\|93.80\|94.99\|87.12\|272956;2026-06-11\|86.06\|-2.54\|87.89\|91.00\|85.16\|203131;2026-06-12\|82.92\|-3.65\|89.18\|92.29\|82.62\|263314;2026-06-15\|91.96\|10.90\|84.66\|91.98\|84.66\|241117;2026-06-16\|95.60\|3.96\|93.00\|97.22\|92.00\|210870;2026-06-17\|97.65\|2.14\|95.37\|99.89\|93.59\|220578;2026-06-18\|107.18\|9.76\|95.60\|108.99\|94.50\|268483;2026-06-22\|100.92\|-5.84\|112.62\|113.00\|98.50\|399450;2026-06-23\|97.97\|-2.92\|100.00\|102.11\|96.13\|231237;2026-06-24\|96.59\|-1.41\|96.98\|98.88\|94.41\|213293;2026-06-25\|99.45\|2.96\|97.50\|100.88\|94.53\|249034;2026-06-26\|94.93\|-4.54\|98.97\|103.81\|94.80\|274171;2026-06-29\|93.48\|-1.53\|95.16\|101.71\|89.52\|276754;2026-06-30\|94.89\|1.51\|92.08\|95.88\|91.93\|199887;2026-07-01\|100.65\|6.07\|96.82\|105.00\|93.32\|363258;2026-07-02\|92.53\|-8.07\|95.55\|99.30\|91.50\|232325;2026-07-03\|87.40\|-5.54\|91.00\|93.16\|87.30\|209991;2026-07-06\|87.90\|0.57\|89.90\|91.45\|82.44\|224369;2026-07-07\|85.26\|-3.00\|86.90\|90.58\|83.88\|130187;2026-07-08\|83.40\|-2.18\|86.78\|87.93\|80.51\|136120;2026-07-09\|90.40\|8.39\|85.88\|91.47\|85.26\|186796;2026-07-10\|84.93\|-6.05\|91.01\|91.90\|84.85\|169840;2026-07-13\|78.52\|-7.55\|84.66\|85.73\|78.00\|162227;2026-07-14\|80.79\|2.89\|79.07\|81.93\|77.00\|124114;2026-07-15\|79.45\|-1.66\|83.50\|84.54\|78.50\|119621;2026-07-16\|73.50\|-7.49\|78.01\|78.99\|72.60\|140191;2026-07-17\|65.42\|-10.99\|73.50\|73.50\|65.30\|165751;2026-07-20\|60.10\|-8.13\|68.01\|68.50\|58.03\|198748;2026-07-21\|65.50\|8.98\|61.90\|65.79\|54.30\|201785;2026-07-22\|65.27\|-0.35\|66.00\|69.30\|64.48\|175185;2026-07-23\|64.71\|-0.86\|65.52\|68.28\|64.18\|123758;2026-07-24\|63.19\|-2.35\|63.59\|65.08\|62.02\|104616;2026-07-27\|65.20\|3.18\|63.39\|65.25\|61.99\|111127;2026-07-28\|59.64\|-8.53\|62.70\|63.78\|59.00\|132815;2026-07-29\|59.96\|0.54\|59.88\|60.95\|55.60\|163222;2026-07-30\|55.13\|-8.06\|59.71\|59.93\|54.35\|138145;2026-07-31\|58.09\|5.37\|59.83\|64.00\|57.90\|208865;2026-08-03\|57.31\|-1.34\|58.10\|59.48\|56.24\|117691;2026-08-04\|63.73\|11.20\|61.00\|64.00\|58.40\|199827;2026-08-05\|68.17\|6.97\|63.73\|68.91\|63.00\|186694;2026-08-06\|68.73\|0.82\|68.34\|69.68\|66.00\|128846;2026-08-07\|70.98\|3.27\|68.80\|72.10\|68.00\|138334;2026-08-10\|70.48\|-0.70\|71.92\|75.42\|68.40\|152420;2026-08-11\|72.60\|3.01\|69.19\|74.90\|69.19\|168100;2026-08-12\|74.51\|2.63\|72.83\|76.20\|72.83\|141513;2026-08-13\|74.79\|0.38\|76.08\|79.99\|74.00\|183416;2026-08-14\|78.17\|4.52\|75.71\|78.69\|74.92\|134556;2026-08-17\|80.48\|2.96\|78.50\|80.70\|77.63\|117200;2026-08-18\|82.39\|2.37\|80.59\|83.83\|80.00\|134171;2026-08-19\|74.04\|-10.13\|79.79\|79.80\|73.34\|186764;2026-08-20\|76.93\|3.90\|76.00\|78.69\|75.00\|131134;2026-08-21\|77.30\|0.48\|76.61\|78.88\|75.15\|92326;2026-08-24\|74.28\|-3.91\|77.31\|77.68\|72.25\|127471;2026-08-25\|75.22\|1.27\|73.73\|75.80\|71.27\|91445;2026-08-26\|74.58\|-0.85\|78.59\|79.00\|72.69\|100542;2026-08-27\|78.87\|5.75\|75.49\|79.89\|74.78\|133984;2026-08-28\|78.55\|-0.41\|79.80\|80.88\|78.22\|101806;2026-08-31\|79.30\|0.95\|76.23\|79.80\|76.00\|99651;2026-09-01\|75.66\|-4.59\|79.51\|79.60\|75.60\|95017;2026-09-02\|73.21\|-3.24\|74.74\|74.74\|72.60\|92791;2026-09-03\|75.40\|2.99\|74.17\|76.64\|73.02\|95700;2026-09-04\|72.46\|-3.90\|75.80\|77.22\|71.94\|81877;2026-09-07\|84.50\|16.62\|73.95\|85.31\|73.95\|253706;2026-09-08\|81.60\|-3.43\|84.40\|85.79\|80.90\|157707;2026-09-09\|83.01\|1.73\|82.19\|85.29\|81.78\|142881;2026-09-10\|82.20\|-0.98\|82.02\|83.31\|80.29\|100685;2026-09-11\|82.20\|0.00\|80.60\|83.14\|78.60\|161349;2026-09-14\|83.50\|1.58\|80.13\|84.67\|78.30\|192581;2026-09-15\|83.58\|0.10\|83.00\|85.58\|82.36\|132623
114595	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：低轨卫星射频芯片封装管壳批量供货+氧化锆基固态电解质完成研发，双重技术突破获市场关注；涨停缘由：长征八号甲遥八火箭发射临近+卫星互联网建设提速+固态电池产业化预期升温+MLCC粉体全球龙头地位稳固；资金逻辑：军工与新能源主题资金交叉配置，融资余额连续三日净买入，北向持仓环比提升；风险提示：固态电解质产业化尚处早期，卫星封装业务占比仍低，整体业绩弹性有待进一步释放	1、全球领先的MLCC粉体材料生产商；子公司国瓷赛创通讯射频微系统芯片封装管壳已量产并批量销售，成为低轨卫星射频芯片主要封装方案； 2、公司氧化物、硫化物两种技术路线均有关注，目前已完成多种氧化物固态电解质产品的研发和布局，其中包括由氧化锆合成的锆酸基固态电解质	2026-05-12\|41.01\|5.94\|39.48\|41.22\|38.20\|746612;2026-05-13\|42.60\|3.88\|40.92\|42.90\|40.00\|793444;2026-05-14\|41.12\|-3.47\|43.00\|43.00\|40.82\|661727;2026-05-15\|39.30\|-4.43\|41.13\|41.88\|38.92\|690717;2026-05-18\|38.90\|-1.02\|39.00\|40.18\|38.32\|431059;2026-05-19\|43.89\|12.83\|38.83\|44.00\|38.72\|958103;2026-05-20\|42.22\|-3.81\|43.00\|43.50\|41.62\|566892;2026-05-21\|41.53\|-1.63\|43.50\|44.95\|41.40\|747919;2026-05-22\|48.40\|16.54\|42.61\|48.98\|42.61\|1166473;2026-05-25\|51.15\|5.68\|52.00\|53.08\|50.65\|1136934;2026-05-26\|49.65\|-2.93\|51.66\|52.30\|48.80\|828353;2026-05-27\|48.93\|-1.45\|50.50\|53.15\|48.36\|933015;2026-05-28\|52.99\|8.30\|50.01\|53.89\|49.44\|1072391;2026-05-29\|50.78\|-4.17\|55.02\|55.68\|50.30\|982730;2026-06-01\|51.60\|1.61\|50.35\|56.20\|50.35\|1160819;2026-06-02\|58.45\|13.50\|51.44\|59.68\|50.13\|1448218;2026-06-03\|60.47\|3.46\|59.38\|62.80\|57.50\|1397605;2026-06-04\|64.00\|5.84\|59.57\|66.12\|58.80\|1393085;2026-06-05\|65.18\|1.84\|62.11\|67.60\|60.40\|1406309;2026-06-08\|57.61\|-11.61\|62.06\|65.00\|57.29\|1475030;2026-06-09\|66.40\|15.26\|59.41\|66.88\|57.20\|1568596;2026-06-10\|61.13\|-7.94\|66.40\|66.50\|61.00\|1216773;2026-06-11\|62.40\|2.08\|61.11\|64.98\|60.88\|1233917;2026-06-12\|56.33\|-9.73\|65.00\|65.90\|54.68\|1665303;2026-06-15\|63.30\|12.37\|59.53\|63.84\|58.55\|1433962;2026-06-16\|67.43\|6.52\|63.63\|69.66\|63.30\|1450435;2026-06-17\|78.50\|16.42\|68.20\|80.50\|66.90\|1756925;2026-06-18\|89.53\|14.05\|82.20\|91.88\|82.20\|1571376;2026-06-22\|98.90\|10.47\|93.00\|101.00\|91.80\|1442268;2026-06-23\|90.78\|-8.21\|95.50\|97.00\|89.23\|1310958;2026-06-24\|91.72\|1.04\|91.50\|94.62\|88.50\|1285415;2026-06-25\|98.40\|7.28\|93.50\|100.98\|87.00\|1536605;2026-06-26\|102.81\|4.48\|95.00\|105.99\|93.87\|1413223;2026-06-29\|105.55\|2.67\|110.00\|112.88\|100.66\|1355756;2026-06-30\|103.18\|-2.25\|103.54\|105.50\|97.20\|1126628;2026-07-01\|98.82\|-4.23\|106.28\|108.47\|97.73\|1221160;2026-07-02\|92.79\|-6.10\|94.86\|99.70\|91.11\|1039750;2026-07-03\|90.73\|-2.22\|92.97\|96.00\|88.00\|940503;2026-07-06\|88.10\|-2.90\|92.50\|95.80\|86.00\|890121;2026-07-07\|87.55\|-0.62\|87.41\|91.18\|85.33\|754962;2026-07-08\|78.49\|-10.35\|87.55\|89.06\|78.10\|1091618;2026-07-09\|80.80\|2.94\|79.50\|81.09\|74.00\|1188366;2026-07-10\|74.10\|-8.29\|80.50\|84.82\|74.06\|1126455;2026-07-13\|64.01\|-13.62\|73.46\|73.90\|63.30\|1118176;2026-07-14\|70.01\|9.37\|65.29\|71.20\|64.65\|860260;2026-07-15\|67.89\|-3.03\|72.00\|72.79\|67.41\|722596;2026-07-16\|63.30\|-6.76\|66.71\|67.99\|62.28\|582497;2026-07-17\|56.62\|-10.55\|63.55\|63.94\|55.75\|763314;2026-07-20\|49.92\|-11.83\|59.95\|60.20\|47.77\|981478;2026-07-21\|59.90\|19.99\|54.12\|59.90\|49.92\|1122916;2026-07-22\|60.23\|0.55\|61.02\|65.19\|59.40\|1609219;2026-07-23\|60.85\|1.03\|62.00\|65.50\|60.23\|1446917;2026-07-24\|57.21\|-5.98\|58.31\|60.00\|56.39\|1084091;2026-07-27\|62.44\|9.14\|57.20\|62.67\|56.00\|1202943;2026-07-28\|56.42\|-9.64\|60.69\|60.93\|55.80\|1096368;2026-07-29\|59.12\|4.79\|56.42\|60.16\|56.26\|1363829;2026-07-30\|61.28\|3.65\|60.18\|64.12\|56.48\|1850492;2026-07-31\|62.04\|1.24\|67.08\|68.95\|61.46\|1865618;2026-08-03\|57.80\|-6.83\|60.00\|62.20\|57.11\|1130126;2026-08-04\|60.18\|4.12\|56.90\|61.36\|53.80\|1448985;2026-08-05\|67.27\|11.78\|57.62\|69.84\|57.18\|1854272;2026-08-06\|69.53\|3.36\|64.51\|70.33\|62.80\|1856245;2026-08-07\|70.88\|1.94\|68.88\|72.68\|67.00\|1769270;2026-08-10\|76.11\|7.38\|72.47\|76.46\|70.52\|1686171;2026-08-11\|72.88\|-4.24\|74.02\|83.64\|72.50\|1995601;2026-08-12\|74.00\|1.54\|72.76\|74.47\|70.47\|1306830;2026-08-13\|70.66\|-4.51\|75.00\|75.95\|70.52\|1470340;2026-08-14\|70.96\|0.42\|73.04\|73.20\|69.61\|981218;2026-08-17\|73.57\|3.68\|70.28\|73.57\|69.80\|1143027;2026-08-18\|74.26\|1.01\|73.50\|76.90\|72.80\|1286171;2026-08-19\|64.12\|-13.65\|70.32\|71.70\|63.41\|1425009;2026-08-20\|62.92\|-1.87\|65.00\|65.32\|61.68\|1002069;2026-08-21\|67.86\|7.85\|64.42\|69.48\|63.73\|1368465;2026-08-24\|64.10\|-5.54\|67.79\|68.98\|62.38\|969213;2026-08-25\|63.24\|-1.34\|61.79\|64.67\|60.22\|680988;2026-08-26\|64.12\|1.39\|63.26\|65.63\|62.70\|722869;2026-08-27\|70.01\|9.19\|64.83\|70.71\|63.68\|1119980;2026-08-28\|68.90\|-1.59\|71.19\|71.87\|68.09\|981607;2026-08-31\|69.97\|1.55\|66.78\|69.97\|66.31\|762398;2026-09-01\|64.01\|-8.52\|69.07\|69.28\|63.90\|907075;2026-09-02\|62.70\|-2.05\|62.95\|63.78\|62.00\|516476;2026-09-03\|63.63\|1.48\|63.88\|64.70\|62.40\|573461;2026-09-04\|60.39\|-5.09\|64.16\|65.00\|59.36\|752180;2026-09-07\|62.25\|3.08\|60.01\|62.95\|59.88\|669376;2026-09-08\|60.34\|-3.07\|62.25\|62.86\|60.03\|574049;2026-09-09\|60.37\|0.05\|61.78\|62.45\|59.94\|487689;2026-09-10\|60.35\|-0.03\|59.34\|61.60\|59.34\|452620;2026-09-11\|62.77\|4.01\|59.14\|63.58\|58.41\|1028056;2026-09-14\|65.80\|4.83\|61.03\|67.20\|60.81\|1123539;2026-09-15\|66.60\|1.22\|65.80\|67.50\|65.25\|922267
114594	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、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，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|51.62\|-7.33\|55.00\|57.19\|51.03\|261256;2026-07-14\|55.08\|6.70\|52.38\|55.25\|49.89\|230326;2026-07-15\|51.00\|-7.41\|56.03\|56.65\|50.78\|176507;2026-07-16\|48.40\|-5.10\|49.77\|51.66\|47.00\|177336;2026-07-17\|42.09\|-13.04\|48.02\|48.34\|42.09\|210372;2026-07-20\|35.32\|-16.08\|43.50\|43.96\|34.12\|293460;2026-07-21\|39.72\|12.46\|35.83\|39.87\|31.03\|329675;2026-07-22\|37.57\|-5.41\|39.33\|40.40\|36.82\|235567;2026-07-23\|38.90\|3.54\|37.83\|42.50\|37.83\|331355;2026-07-24\|37.46\|-3.70\|37.83\|39.31\|37.11\|225269;2026-07-27\|40.02\|6.83\|36.99\|40.13\|36.58\|236819;2026-07-28\|36.59\|-8.57\|41.10\|42.30\|36.16\|387714;2026-07-29\|37.39\|2.19\|36.53\|38.46\|35.65\|375650;2026-07-30\|35.32\|-5.54\|36.70\|39.39\|34.51\|381125;2026-07-31\|39.50\|11.83\|39.48\|42.38\|38.23\|596681;2026-08-03\|41.37\|4.73\|39.00\|41.81\|37.70\|531146;2026-08-04\|43.21\|4.45\|40.86\|43.58\|38.09\|531106;2026-08-05\|45.70\|5.76\|39.91\|47.88\|39.91\|573199;2026-08-06\|45.27\|-0.94\|44.17\|46.53\|42.81\|435909;2026-08-07\|45.45\|0.40\|44.46\|47.15\|43.01\|478397;2026-08-10\|47.04\|3.50\|45.00\|47.57\|43.20\|428823;2026-08-11\|46.42\|-1.32\|45.34\|51.00\|45.33\|496146;2026-08-12\|45.59\|-1.79\|46.65\|47.30\|45.00\|341774;2026-08-13\|43.58\|-4.41\|45.68\|46.98\|43.52\|378841;2026-08-14\|46.65\|7.04\|44.45\|46.65\|44.45\|412115;2026-08-17\|46.91\|0.56\|46.20\|46.91\|45.04\|355997;2026-08-18\|48.68\|3.77\|46.79\|49.15\|46.25\|382618;2026-08-19\|42.01\|-13.70\|45.52\|46.99\|42.00\|299409;2026-08-20\|41.00\|-2.40\|42.10\|42.99\|40.23\|205723;2026-08-21\|41.96\|2.34\|40.84\|42.85\|40.55\|187748;2026-08-24\|40.26\|-4.05\|41.58\|41.73\|38.97\|187803;2026-08-25\|39.43\|-2.06\|39.01\|40.20\|36.61\|209454;2026-08-26\|38.37\|-2.69\|39.91\|39.98\|37.68\|159706;2026-08-27\|40.30\|5.03\|38.39\|40.43\|38.15\|190024;2026-08-28\|39.05\|-3.10\|40.31\|41.39\|39.00\|191933;2026-08-31\|40.14\|2.79\|38.29\|40.25\|38.13\|154843;2026-09-01\|38.16\|-4.93\|40.70\|40.70\|37.90\|156436;2026-09-02\|37.55\|-1.60\|37.80\|38.12\|37.28\|102234;2026-09-03\|37.81\|0.69\|37.85\|38.43\|37.02\|112960;2026-09-04\|36.06\|-4.63\|38.04\|38.43\|35.73\|144576;2026-09-07\|37.75\|4.69\|36.48\|38.10\|36.04\|142308;2026-09-08\|36.81\|-2.49\|36.89\|37.76\|36.36\|147899;2026-09-09\|36.55\|-0.71\|36.85\|37.96\|36.28\|131626;2026-09-10\|36.28\|-0.74\|36.20\|36.97\|35.73\|87064;2026-09-11\|37.62\|3.69\|35.70\|37.90\|35.08\|228393;2026-09-14\|39.95\|6.19\|36.79\|40.39\|36.40\|296879;2026-09-15\|38.96\|-2.48\|39.64\|40.22\|38.87\|183563
114593	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|39672;2026-07-13\|83.80\|-15.25\|94.61\|96.32\|79.63\|44601;2026-07-14\|91.52\|9.21\|80.62\|92.00\|79.79\|48624;2026-07-15\|95.88\|4.76\|94.00\|99.99\|90.48\|57998;2026-07-16\|92.42\|-3.61\|90.89\|100.59\|85.03\|40867;2026-07-17\|81.43\|-11.89\|92.29\|92.29\|80.89\|50698;2026-07-20\|65.14\|-20.00\|82.77\|84.01\|65.14\|58463;2026-07-21\|75.81\|16.38\|63.86\|76.60\|53.01\|91180;2026-07-22\|69.45\|-8.39\|71.40\|76.50\|68.33\|65279;2026-07-23\|75.96\|9.37\|71.83\|83.34\|71.83\|85960;2026-07-24\|72.21\|-4.94\|72.37\|78.99\|71.20\|69784;2026-07-27\|79.05\|9.47\|71.22\|79.70\|68.88\|65801;2026-07-28\|73.76\|-6.69\|74.20\|77.78\|69.77\|62619;2026-07-29\|88.51\|20.00\|73.03\|88.51\|72.32\|101350;2026-07-30\|102.81\|16.16\|91.00\|106.21\|89.00\|138095;2026-07-31\|100.08\|-2.66\|110.00\|113.00\|95.61\|128564;2026-08-03\|96.69\|-3.39\|94.64\|102.37\|91.45\|79530;2026-08-04\|100.00\|3.42\|94.77\|103.98\|86.86\|101465;2026-08-05\|106.63\|6.63\|93.74\|113.48\|93.21\|111099;2026-08-06\|106.82\|0.18\|101.20\|110.55\|99.00\|93760;2026-08-07\|106.20\|-0.58\|105.00\|110.00\|100.11\|90699;2026-08-10\|114.71\|8.01\|105.00\|120.88\|98.50\|115747;2026-08-11\|122.10\|6.44\|111.00\|132.20\|110.78\|121022;2026-08-12\|128.26\|5.04\|117.00\|129.19\|115.00\|102958;2026-08-13\|118.32\|-7.75\|128.27\|132.54\|118.23\|96907;2026-08-14\|121.20\|2.43\|118.91\|123.87\|114.00\|72575;2026-08-17\|120.44\|-0.63\|118.04\|123.90\|114.69\|82449;2026-08-18\|123.90\|2.87\|120.25\|127.70\|116.62\|85378;2026-08-19\|104.00\|-16.06\|113.03\|119.60\|103.39\|82711;2026-08-20\|107.56\|3.42\|106.00\|111.00\|100.88\|69554;2026-08-21\|107.09\|-0.44\|105.78\|111.07\|104.01\|65032;2026-08-24\|104.00\|-2.89\|105.27\|107.00\|100.88\|50539;2026-08-25\|101.00\|-2.88\|100.00\|103.72\|93.59\|60369;2026-08-26\|98.98\|-2.00\|102.20\|102.38\|96.80\|44892;2026-08-27\|106.30\|7.40\|100.39\|107.49\|97.56\|71825;2026-08-28\|104.50\|-1.69\|107.89\|115.15\|104.50\|80780;2026-08-31\|103.32\|-1.13\|102.00\|104.52\|99.00\|56708;2026-09-01\|96.95\|-6.17\|103.48\|103.50\|96.00\|47766;2026-09-02\|94.00\|-3.04\|93.77\|97.88\|92.87\|36238;2026-09-03\|94.62\|0.66\|97.00\|97.60\|91.66\|45302;2026-09-04\|89.57\|-5.34\|94.62\|96.62\|88.50\|49245;2026-09-07\|94.00\|4.95\|90.49\|94.89\|90.00\|44472;2026-09-08\|92.60\|-1.49\|94.00\|95.99\|91.69\|39155;2026-09-09\|91.94\|-0.71\|93.16\|96.26\|91.20\|36689;2026-09-10\|92.60\|0.72\|91.00\|93.99\|89.61\|35621;2026-09-11\|109.90\|18.68\|91.91\|109.99\|91.19\|111633;2026-09-14\|119.47\|8.71\|103.60\|123.00\|102.50\|117260;2026-09-15\|117.07\|-2.01\|119.34\|123.88\|115.40\|82567
114592	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：AI服务器产业链热度延续，公司产品已用于英伟达服务器电流感测环节；涨停缘由：主营电流感测精密电阻及熔断器，为英伟达服务器电源管理提供关键元件，受益于全球AI算力基建加速扩张；资金逻辑：首板即放量涨停，换手充分，显示游资与量化资金快速识别其在AI硬件链中的细分卡位价值；风险提示：客户集中度高，单一客户依赖风险显著，且无公开业绩验证订单规模	公司主要从事电流感测精密电阻及熔断器，产品运用在英伟达服务器中	2026-05-12\|45.01\|2.74\|43.99\|45.92\|43.43\|134704;2026-05-13\|44.35\|-1.47\|44.44\|45.16\|44.00\|81483;2026-05-14\|43.01\|-3.02\|44.36\|44.62\|42.86\|77484;2026-05-15\|42.52\|-1.14\|43.46\|43.80\|42.19\|60490;2026-05-18\|41.78\|-1.74\|42.10\|42.58\|41.51\|54066;2026-05-19\|43.09\|3.14\|41.99\|43.69\|41.22\|73567;2026-05-20\|43.07\|-0.05\|42.96\|43.90\|42.53\|65539;2026-05-21\|40.55\|-5.85\|43.50\|44.05\|40.40\|94408;2026-05-22\|44.66\|10.14\|40.93\|45.20\|40.93\|128433;2026-05-25\|47.53\|6.43\|45.87\|48.94\|45.21\|138743;2026-05-26\|47.25\|-0.59\|46.45\|48.80\|46.26\|112397;2026-05-27\|45.59\|-2.79\|46.96\|47.85\|45.30\|101850;2026-05-28\|47.63\|4.47\|45.21\|47.97\|45.06\|113713;2026-05-29\|45.28\|-4.93\|48.58\|50.00\|44.89\|151764;2026-06-01\|47.75\|5.45\|44.72\|49.98\|44.44\|165902;2026-06-02\|50.10\|4.92\|48.00\|51.23\|47.10\|220579;2026-06-03\|51.65\|3.09\|49.60\|57.00\|49.30\|283390;2026-06-04\|57.10\|10.55\|51.00\|58.99\|50.60\|281639;2026-06-05\|63.52\|11.24\|55.39\|65.82\|55.19\|312054;2026-06-08\|57.00\|-10.26\|59.79\|64.20\|53.67\|293206;2026-06-09\|56.66\|-0.60\|57.07\|58.40\|54.07\|226226;2026-06-10\|51.53\|-9.05\|54.50\|54.80\|50.08\|209965;2026-06-11\|49.97\|-3.03\|51.29\|53.30\|49.19\|167891;2026-06-12\|47.80\|-4.34\|51.48\|52.27\|47.31\|154063;2026-06-15\|56.37\|17.93\|48.22\|57.36\|48.20\|288684;2026-06-16\|56.43\|0.11\|56.16\|57.94\|55.65\|175936;2026-06-17\|57.79\|2.41\|55.77\|58.59\|55.27\|236235;2026-06-18\|60.58\|4.83\|57.21\|62.00\|56.75\|218286;2026-06-22\|62.25\|2.76\|62.00\|68.00\|60.11\|239500;2026-06-23\|57.79\|-7.16\|60.30\|60.83\|56.48\|203840;2026-06-24\|61.96\|7.22\|57.37\|61.99\|56.00\|193193;2026-06-25\|66.78\|7.78\|63.00\|68.80\|62.11\|236032;2026-06-26\|63.32\|-5.18\|67.88\|68.00\|62.00\|190373;2026-06-29\|56.83\|-10.25\|63.00\|63.77\|55.49\|173240;2026-06-30\|58.46\|2.87\|58.04\|61.40\|56.90\|153835;2026-07-01\|58.05\|-0.70\|58.58\|61.57\|55.35\|162331;2026-07-02\|54.33\|-6.41\|55.00\|57.85\|53.10\|121134;2026-07-03\|50.99\|-6.15\|54.00\|54.50\|50.90\|132752;2026-07-06\|51.41\|0.82\|52.00\|53.27\|50.34\|96349;2026-07-07\|49.41\|-3.89\|51.12\|51.40\|48.86\|86358;2026-07-08\|48.30\|-2.25\|49.90\|50.78\|46.26\|92318;2026-07-09\|50.32\|4.18\|48.55\|50.49\|47.55\|91975;2026-07-10\|46.94\|-6.72\|50.31\|51.15\|46.66\|111481;2026-07-13\|42.56\|-9.33\|46.25\|46.80\|42.31\|104784;2026-07-14\|45.28\|6.39\|42.58\|45.80\|41.88\|104429;2026-07-15\|42.12\|-6.98\|45.74\|45.90\|42.01\|71959;2026-07-16\|40.34\|-4.23\|41.76\|42.86\|39.83\|66719;2026-07-17\|35.95\|-10.88\|39.51\|40.50\|35.60\|99069;2026-07-20\|32.75\|-8.90\|37.51\|37.69\|31.64\|118160;2026-07-21\|35.80\|9.31\|33.30\|36.00\|29.81\|140099;2026-07-22\|35.13\|-1.87\|35.57\|36.45\|34.62\|98170;2026-07-23\|35.13\|0.00\|35.27\|36.74\|34.73\|72385;2026-07-24\|34.30\|-2.36\|34.51\|35.37\|33.73\|59596;2026-07-27\|35.86\|4.55\|34.15\|35.93\|33.62\|66985;2026-07-28\|34.02\|-5.13\|35.35\|35.70\|33.69\|67263;2026-07-29\|34.31\|0.85\|34.00\|34.74\|32.88\|69602;2026-07-30\|32.29\|-5.89\|34.15\|34.72\|32.04\|66402;2026-07-31\|33.37\|3.34\|34.56\|35.75\|33.28\|95082;2026-08-03\|32.68\|-2.07\|33.37\|33.81\|32.47\|59194;2026-08-04\|35.05\|7.25\|33.01\|35.26\|32.63\|87839;2026-08-05\|36.72\|4.76\|34.80\|37.29\|34.50\|85745;2026-08-06\|37.02\|0.82\|36.79\|37.70\|35.81\|78568;2026-08-07\|38.16\|3.08\|37.45\|38.38\|36.40\|82377;2026-08-10\|37.16\|-2.62\|38.28\|38.98\|36.35\|81870;2026-08-11\|38.63\|3.96\|36.70\|39.48\|36.60\|120683;2026-08-12\|38.62\|-0.03\|38.20\|38.98\|37.93\|79509;2026-08-13\|37.99\|-1.63\|39.03\|39.85\|37.99\|82316;2026-08-14\|39.37\|3.63\|38.62\|39.67\|38.00\|80382;2026-08-17\|40.70\|3.38\|39.40\|41.20\|39.00\|92754;2026-08-18\|40.78\|0.20\|40.48\|41.68\|39.47\|91843;2026-08-19\|37.66\|-7.65\|39.80\|39.97\|37.36\|77289;2026-08-20\|38.10\|1.17\|38.32\|39.11\|37.70\|60230;2026-08-21\|37.90\|-0.52\|37.72\|38.74\|37.03\|51793;2026-08-24\|36.44\|-3.85\|37.53\|37.70\|35.02\|69913;2026-08-25\|36.54\|0.27\|35.94\|37.05\|34.94\|46535;2026-08-26\|35.65\|-2.44\|36.61\|36.74\|34.91\|43153;2026-08-27\|39.31\|10.27\|35.97\|39.72\|35.97\|130530;2026-08-28\|38.93\|-0.97\|39.73\|40.87\|38.87\|111909;2026-08-31\|39.27\|0.87\|38.54\|39.48\|38.11\|64242;2026-09-01\|37.48\|-4.56\|39.30\|39.30\|37.30\|68376;2026-09-02\|36.57\|-2.43\|36.74\|37.16\|36.40\|39803;2026-09-03\|36.68\|0.30\|37.32\|37.51\|36.02\|51273;2026-09-04\|35.33\|-3.68\|37.17\|37.80\|35.00\|60899;2026-09-07\|36.71\|3.91\|35.70\|37.06\|35.30\|55308;2026-09-08\|35.89\|-2.23\|36.60\|37.04\|35.66\|54122;2026-09-09\|35.59\|-0.84\|35.93\|36.83\|35.37\|46835;2026-09-10\|35.31\|-0.79\|35.30\|36.13\|34.92\|38723;2026-09-11\|36.52\|3.43\|34.80\|36.95\|34.20\|89589;2026-09-14\|37.28\|2.08\|36.31\|37.54\|35.31\|89816;2026-09-15\|38.52\|3.33\|37.05\|38.75\|37.02\|97478
114591	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356;2026-07-13\|111.80\|-12.00\|125.00\|125.95\|109.20\|1004155;2026-07-14\|121.88\|9.02\|111.49\|123.00\|110.12\|735364;2026-07-15\|114.60\|-5.97\|125.12\|125.67\|113.47\|526908;2026-07-16\|106.86\|-6.75\|110.67\|114.47\|105.60\|572328;2026-07-17\|99.01\|-7.35\|106.61\|107.54\|95.40\|767773;2026-07-20\|91.02\|-8.07\|102.84\|104.00\|87.80\|844034;2026-07-21\|107.54\|18.15\|95.50\|107.70\|86.03\|1018948;2026-07-22\|102.98\|-4.24\|107.61\|110.88\|101.00\|876500;2026-07-23\|105.55\|2.50\|107.17\|112.20\|104.62\|793028;2026-07-24\|100.84\|-4.46\|102.49\|103.60\|99.03\|522271;2026-07-27\|111.57\|10.64\|102.65\|113.38\|100.48\|739511;2026-07-28\|100.83\|-9.63\|107.29\|108.18\|99.68\|646126;2026-07-29\|108.89\|7.99\|102.85\|110.50\|102.85\|940891;2026-07-30\|105.30\|-3.30\|111.02\|113.98\|99.00\|1112755;2026-07-31\|111.68\|6.06\|121.00\|121.54\|111.51\|1049502;2026-08-03\|114.00\|2.08\|111.80\|116.10\|110.00\|723398;2026-08-04\|120.98\|6.12\|112.00\|124.10\|109.11\|791284;2026-08-05\|128.19\|5.96\|117.90\|134.43\|117.90\|782652;2026-08-06\|127.00\|-0.93\|124.00\|129.65\|120.80\|767691;2026-08-07\|127.39\|0.31\|124.59\|133.00\|120.33\|840247;2026-08-10\|126.90\|-0.38\|126.00\|130.00\|120.02\|802970;2026-08-11\|130.05\|2.48\|123.00\|137.77\|123.00\|902246;2026-08-12\|127.97\|-1.60\|126.99\|131.00\|124.10\|573458;2026-08-13\|128.40\|0.34\|131.81\|136.49\|128.06\|760982;2026-08-14\|129.09\|0.54\|132.52\|133.18\|125.91\|525593;2026-08-17\|130.15\|0.82\|127.80\|130.15\|124.44\|644536;2026-08-18\|123.99\|-4.73\|128.05\|133.15\|123.97\|725882;2026-08-19\|109.60\|-11.61\|117.87\|119.28\|108.69\|854569;2026-08-20\|111.51\|1.74\|110.70\|113.86\|109.67\|472150;2026-08-21\|113.90\|2.14\|111.01\|115.50\|109.64\|423051;2026-08-24\|108.94\|-4.35\|113.85\|114.84\|105.86\|514387;2026-08-25\|109.10\|0.15\|108.00\|110.76\|103.45\|376898;2026-08-26\|108.69\|-0.38\|109.17\|110.17\|106.30\|279079;2026-08-27\|112.48\|3.49\|110.01\|113.40\|108.58\|455586;2026-08-28\|112.24\|-0.21\|113.96\|118.11\|112.07\|615975;2026-08-31\|115.00\|2.46\|108.00\|115.00\|107.79\|496449;2026-09-01\|109.22\|-5.03\|114.00\|115.49\|108.15\|397060;2026-09-02\|107.87\|-1.24\|107.14\|109.42\|106.10\|333292;2026-09-03\|110.91\|2.82\|110.02\|113.95\|109.09\|422922;2026-09-04\|108.40\|-2.26\|113.51\|115.32\|107.25\|345887;2026-09-07\|114.92\|6.01\|110.35\|115.55\|110.00\|565058;2026-09-08\|115.17\|0.22\|114.93\|117.90\|113.41\|391048;2026-09-09\|117.77\|2.26\|118.63\|121.54\|116.71\|516563;2026-09-10\|117.70\|-0.06\|115.07\|118.65\|113.67\|330488;2026-09-11\|124.36\|5.66\|117.00\|127.00\|115.05\|765635;2026-09-14\|125.83\|1.18\|120.50\|131.23\|120.00\|743190;2026-09-15\|126.21\|0.30\|126.24\|129.55\|124.94\|464205
114590	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	薄膜电容器+AI数据中心电源+固态变压器行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司正全面跟进固态变压器等与AI数据中心电源相关应用场景的产品开发与市场导入，并预计将进一步扩大AI算力应用领域配套产品的产能。 2、据2026年5月22日互动易，公司薄膜电容器已用于AI服务器电源及数据中心电源等应用领域。 3、据2026年6月4日互动易，公司目前生产处于满产状态，三季度订单充足。	公司薄膜电容器广泛应用于新能源（光伏、储能、风电、新能源汽车）、数据中心、智能电网、轨道交通、工业控制、消费类等应用领域	2026-05-12\|126.03\|-2.07\|129.00\|130.93\|124.50\|64933;2026-05-13\|132.70\|5.29\|125.33\|134.60\|124.08\|107897;2026-05-14\|130.87\|-1.38\|134.95\|135.28\|128.91\|80338;2026-05-15\|133.97\|2.37\|130.90\|138.67\|127.25\|99382;2026-05-18\|134.18\|0.16\|132.80\|135.88\|131.45\|65243;2026-05-19\|147.60\|10.00\|132.58\|147.60\|131.00\|135452;2026-05-20\|162.36\|10.00\|150.55\|162.36\|150.55\|77411;2026-05-21\|158.36\|-2.46\|168.00\|171.67\|156.19\|228825;2026-05-22\|174.20\|10.00\|160.00\|174.20\|160.00\|170911;2026-05-25\|172.43\|-1.02\|176.00\|176.58\|167.35\|155454;2026-05-26\|162.51\|-5.75\|167.58\|168.98\|159.69\|124274;2026-05-27\|170.37\|4.84\|162.51\|176.32\|162.51\|139584;2026-05-28\|176.77\|3.76\|173.00\|179.99\|172.00\|129094;2026-05-29\|165.88\|-6.16\|181.11\|182.88\|163.54\|114563;2026-06-01\|154.40\|-6.92\|164.31\|165.88\|153.99\|124015;2026-06-02\|165.88\|7.44\|155.20\|169.50\|152.00\|116223;2026-06-03\|161.00\|-2.94\|165.88\|166.88\|158.32\|111562;2026-06-04\|171.74\|6.67\|157.99\|175.25\|157.99\|134498;2026-06-05\|169.36\|-1.39\|168.88\|174.68\|162.22\|144056;2026-06-08\|156.32\|-7.70\|159.00\|165.80\|154.20\|117447;2026-06-09\|166.57\|6.56\|160.00\|167.48\|151.60\|129827;2026-06-10\|155.00\|-6.95\|164.30\|164.73\|152.20\|114040;2026-06-11\|150.25\|-3.06\|152.30\|155.96\|147.59\|99985;2026-06-12\|143.00\|-3.35\|152.09\|153.20\|141.50\|112913;2026-06-15\|157.30\|10.00\|145.00\|157.30\|144.60\|90644;2026-06-16\|168.29\|6.99\|161.00\|173.00\|159.51\|128365;2026-06-17\|170.05\|1.05\|168.29\|172.23\|165.55\|94798;2026-06-18\|168.19\|-1.09\|169.98\|175.39\|167.77\|101054;2026-06-22\|172.94\|2.82\|170.50\|177.25\|167.50\|125242;2026-06-23\|162.51\|-6.03\|172.00\|172.00\|160.60\|100728;2026-06-24\|178.76\|10.00\|162.45\|178.76\|161.95\|165524;2026-06-25\|190.04\|6.31\|183.00\|191.55\|178.97\|209156;2026-06-26\|188.76\|-0.67\|188.00\|195.50\|177.70\|170848;2026-06-29\|189.40\|0.34\|191.00\|198.80\|185.60\|169242;2026-06-30\|190.80\|0.74\|186.00\|195.68\|184.10\|131285;2026-07-01\|182.55\|-4.32\|192.20\|195.20\|177.99\|141116;2026-07-02\|164.30\|-10.00\|172.55\|173.30\|164.30\|112859;2026-07-03\|157.06\|-4.41\|160.27\|163.68\|153.52\|105367;2026-07-06\|153.64\|-2.18\|160.00\|161.82\|149.40\|92108;2026-07-07\|150.47\|-2.06\|153.50\|157.50\|148.71\|67639;2026-07-08\|140.84\|-6.40\|151.00\|151.37\|140.36\|91508;2026-07-09\|150.88\|7.13\|143.65\|151.60\|140.33\|95323;2026-07-10\|143.65\|-4.79\|151.47\|154.26\|143.65\|88361;2026-07-13\|134.50\|-6.37\|140.01\|142.72\|134.03\|78776;2026-07-14\|138.66\|3.09\|135.64\|139.41\|131.80\|69229;2026-07-15\|131.55\|-5.13\|138.69\|139.98\|131.00\|56994;2026-07-16\|132.31\|0.58\|128.00\|137.88\|127.99\|71690;2026-07-17\|125.52\|-5.13\|131.10\|131.53\|123.89\|70279;2026-07-20\|121.80\|-2.96\|127.51\|128.52\|119.00\|74384;2026-07-21\|130.48\|7.13\|122.50\|131.31\|120.18\|78905;2026-07-22\|126.89\|-2.75\|130.45\|131.67\|126.60\|59601;2026-07-23\|130.80\|3.08\|126.89\|131.63\|126.89\|54640;2026-07-24\|126.86\|-3.01\|128.00\|130.78\|126.55\|43435;2026-07-27\|136.00\|7.20\|126.20\|137.70\|126.09\|65963;2026-07-28\|131.18\|-3.54\|132.00\|134.10\|129.61\|58351;2026-07-29\|135.70\|3.45\|131.17\|136.63\|129.66\|57706;2026-07-30\|133.60\|-1.55\|135.70\|136.56\|129.89\|49544;2026-07-31\|136.88\|2.46\|138.74\|140.08\|136.26\|58602;2026-08-03\|136.34\|-0.39\|135.20\|136.79\|132.30\|41544;2026-08-04\|139.53\|2.34\|137.30\|140.98\|135.38\|49684;2026-08-05\|141.69\|1.55\|138.14\|143.85\|137.32\|63528;2026-08-06\|137.22\|-3.15\|140.01\|140.38\|135.41\|63523;2026-08-07\|136.21\|-0.74\|137.47\|137.52\|133.47\|62141;2026-08-10\|135.50\|-0.52\|136.25\|136.77\|131.86\|54781;2026-08-11\|136.03\|0.39\|134.12\|138.98\|133.50\|42918;2026-08-12\|133.00\|-2.23\|135.21\|136.08\|132.66\|52157;2026-08-13\|135.49\|1.87\|133.90\|138.96\|133.89\|69935;2026-08-14\|135.39\|-0.07\|136.00\|137.75\|133.43\|48129;2026-08-17\|139.09\|2.73\|135.40\|139.58\|133.15\|68130;2026-08-18\|136.28\|-2.02\|138.60\|139.67\|133.95\|56271;2026-08-19\|130.32\|-4.37\|133.20\|134.50\|130.32\|55929;2026-08-20\|128.52\|-1.38\|131.80\|132.88\|127.77\|35713;2026-08-21\|133.07\|3.54\|127.94\|134.55\|127.67\|46949;2026-08-24\|126.27\|-5.11\|133.07\|135.96\|124.00\|58607;2026-08-25\|126.18\|-0.07\|125.29\|128.48\|123.00\|28250;2026-08-26\|127.41\|0.97\|126.40\|129.36\|125.91\|26564;2026-08-27\|129.60\|1.72\|127.90\|129.99\|126.90\|32409;2026-08-28\|128.35\|-0.96\|128.90\|131.95\|128.26\|26948;2026-08-31\|129.12\|0.60\|126.90\|129.44\|125.81\|31470;2026-09-01\|127.19\|-1.49\|129.25\|132.50\|127.00\|29469;2026-09-02\|123.15\|-3.18\|125.12\|126.00\|122.60\|37628;2026-09-03\|125.16\|1.63\|124.00\|126.37\|123.90\|30170;2026-09-04\|123.48\|-1.34\|125.89\|128.80\|122.88\|27416;2026-09-07\|126.33\|2.31\|124.80\|127.28\|124.60\|27000;2026-09-08\|123.40\|-2.32\|126.33\|126.33\|123.01\|31905;2026-09-09\|123.06\|-0.28\|124.00\|124.44\|122.30\|21459;2026-09-10\|122.07\|-0.80\|122.01\|123.27\|120.57\|18856;2026-09-11\|123.01\|0.77\|120.90\|123.46\|118.85\|33920;2026-09-14\|124.82\|1.47\|121.66\|125.00\|120.50\|26695;2026-09-15\|124.72\|-0.08\|123.98\|125.60\|123.71\|21942
114589	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475;2026-09-09\|133.44\|-1.07\|136.02\|138.39\|132.44\|75426;2026-09-10\|133.52\|0.06\|131.64\|134.66\|130.08\|67224;2026-09-11\|134.87\|1.01\|131.00\|135.99\|127.28\|115129;2026-09-14\|137.60\|2.02\|131.79\|138.98\|130.31\|182318;2026-09-15\|135.10\|-1.82\|137.49\|139.79\|134.46\|133458
114588	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|72.58\|-7.42\|78.40\|79.39\|71.55\|189587;2026-07-14\|77.49\|6.76\|72.55\|78.25\|72.05\|183569;2026-07-15\|72.53\|-6.40\|79.00\|79.36\|72.00\|115367;2026-07-16\|69.83\|-3.72\|71.72\|74.20\|68.51\|161049;2026-07-17\|63.45\|-9.14\|69.83\|72.17\|63.03\|172272;2026-07-20\|57.11\|-9.99\|65.01\|65.90\|57.11\|176913;2026-07-21\|62.01\|8.58\|57.11\|62.01\|51.40\|252809;2026-07-22\|60.50\|-2.44\|61.65\|64.60\|59.65\|185202;2026-07-23\|60.81\|0.51\|61.71\|65.80\|60.43\|195230;2026-07-24\|59.38\|-2.35\|59.54\|61.05\|58.26\|139720;2026-07-27\|63.39\|6.75\|59.00\|63.49\|58.31\|158256;2026-07-28\|58.67\|-7.45\|60.29\|63.87\|57.23\|144826;2026-07-29\|59.59\|1.57\|58.09\|61.12\|56.18\|215902;2026-07-30\|59.73\|0.23\|59.66\|63.60\|55.99\|341551;2026-07-31\|60.30\|0.95\|63.75\|64.73\|59.01\|348857;2026-08-03\|55.17\|-8.51\|57.99\|58.92\|54.50\|218178;2026-08-04\|60.00\|8.75\|56.01\|60.69\|53.06\|264815;2026-08-05\|65.36\|8.93\|60.01\|66.00\|59.75\|231220;2026-08-06\|67.81\|3.75\|63.60\|69.30\|63.31\|219621;2026-08-07\|70.51\|3.98\|68.49\|72.00\|67.00\|199878;2026-08-10\|73.93\|4.85\|71.39\|74.66\|68.20\|243458;2026-08-11\|81.32\|10.00\|73.93\|81.32\|73.18\|193557;2026-08-12\|80.00\|-1.62\|79.38\|80.05\|74.20\|361802;2026-08-13\|74.79\|-6.51\|80.07\|81.86\|74.21\|314713;2026-08-14\|73.06\|-2.31\|74.47\|75.83\|72.01\|246565;2026-08-17\|74.93\|2.56\|74.23\|75.19\|72.37\|206900;2026-08-18\|76.83\|2.54\|75.10\|77.88\|75.05\|246631;2026-08-19\|69.15\|-10.00\|71.27\|73.55\|69.15\|176292;2026-08-20\|66.70\|-3.54\|69.01\|69.15\|64.79\|213497;2026-08-21\|67.47\|1.15\|66.31\|69.20\|64.52\|161727;2026-08-24\|64.59\|-4.27\|67.45\|67.76\|62.66\|157736;2026-08-25\|63.66\|-1.44\|64.00\|64.98\|61.08\|129310;2026-08-26\|63.78\|0.19\|64.23\|64.96\|62.30\|101053;2026-08-27\|66.18\|3.76\|64.86\|66.84\|63.41\|161390;2026-08-28\|65.55\|-0.95\|68.00\|69.00\|65.44\|200409;2026-08-31\|68.18\|4.01\|65.00\|68.44\|64.20\|188223;2026-09-01\|63.22\|-7.27\|68.21\|68.96\|63.03\|183579;2026-09-02\|63.99\|1.22\|62.47\|64.55\|61.58\|119539;2026-09-03\|63.90\|-0.14\|64.60\|65.50\|62.84\|117807;2026-09-04\|61.44\|-3.85\|64.60\|65.74\|60.69\|107700;2026-09-07\|62.83\|2.26\|61.40\|63.38\|61.20\|124192;2026-09-08\|61.78\|-1.51\|62.60\|63.45\|61.13\|109284;2026-09-09\|61.66\|-0.19\|62.00\|62.85\|61.11\|94510;2026-09-10\|61.40\|-0.42\|60.99\|62.99\|60.50\|99014;2026-09-11\|63.99\|4.22\|60.60\|64.96\|59.72\|243100;2026-09-14\|67.17\|4.97\|61.58\|67.49\|60.81\|269725;2026-09-15\|66.18\|-1.47\|67.23\|68.52\|66.08\|182349
114587	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.70\|-0.26\|50.50\|51.50\|49.36\|711749;2026-09-10\|50.90\|2.41\|49.00\|51.45\|48.58\|908824;2026-09-11\|55.99\|10.00\|51.50\|55.99\|51.09\|1860783;2026-09-14\|58.90\|5.20\|55.99\|60.50\|55.69\|2196933;2026-09-15\|57.51\|-2.36\|58.92\|60.00\|57.31\|1555281
114586	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	射频微波MLCC+新材料+航空航天行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年6月15日互动易，公司主营业务为射频微波瓷介电容器的研发、制造及销售，致力于向客户提供高性能、高可靠性的电子元器件产品，产品主要应用于半导体射频电源、医疗及通信等行业。 2、据2026年6月15日互动易，2026年公司新设控股子公司大连与洲电子材料有限公司，主要从事电子专用材料研发、制造与销售及新材料技术研发等活动。 3、据2026年4月27日年报，公司射频微波MLCC市占率全球前五、中国第一，是国内少数掌握射频微波MLCC全流程工艺技术体系并实现国内外销售的企业，产品已批量用于军工及航空航天领域。	公司射频微波MLCC市占率全球前五、中国第一	2026-05-12\|27.30\|2.86\|26.42\|27.72\|26.26\|214857;2026-05-13\|27.53\|0.84\|27.30\|27.66\|26.72\|174110;2026-05-14\|27.14\|-1.42\|27.66\|28.57\|27.10\|218045;2026-05-15\|26.61\|-1.95\|27.35\|27.86\|26.36\|179859;2026-05-18\|27.49\|3.31\|26.33\|28.00\|26.29\|159466;2026-05-19\|29.05\|5.67\|28.03\|29.66\|28.03\|244148;2026-05-20\|28.77\|-0.96\|29.50\|29.60\|28.40\|166644;2026-05-21\|28.25\|-1.81\|29.00\|30.54\|28.10\|230577;2026-05-22\|31.42\|11.22\|28.75\|31.94\|28.70\|353319;2026-05-25\|33.97\|8.12\|33.08\|34.69\|32.48\|404317;2026-05-26\|33.77\|-0.59\|33.51\|34.49\|32.26\|389419;2026-05-27\|32.94\|-2.46\|34.37\|34.73\|32.67\|275525;2026-05-28\|34.82\|5.71\|32.22\|35.40\|32.22\|323023;2026-05-29\|32.46\|-6.78\|34.88\|35.38\|31.97\|300237;2026-06-01\|31.08\|-4.16\|32.25\|33.99\|31.00\|280813;2026-06-02\|37.30\|20.01\|31.23\|37.30\|30.83\|330296;2026-06-03\|38.51\|3.24\|40.50\|40.60\|37.54\|580843;2026-06-04\|38.60\|0.23\|37.15\|39.12\|36.44\|499572;2026-06-05\|37.28\|-3.42\|37.44\|38.75\|35.93\|380503;2026-06-08\|32.81\|-11.99\|34.77\|35.93\|32.25\|416999;2026-06-09\|34.57\|5.36\|33.60\|34.75\|32.30\|377964;2026-06-10\|33.38\|-3.44\|34.14\|36.18\|32.80\|304580;2026-06-11\|32.49\|-2.67\|32.79\|34.58\|32.01\|272834;2026-06-12\|30.53\|-6.03\|33.50\|33.85\|30.19\|339402;2026-06-15\|36.64\|20.01\|31.50\|36.64\|31.20\|347016;2026-06-16\|38.20\|4.26\|38.03\|40.07\|37.20\|533251;2026-06-17\|39.86\|4.35\|37.60\|39.99\|37.44\|456579;2026-06-18\|40.28\|1.05\|38.99\|41.86\|38.78\|416311;2026-06-22\|39.58\|-1.74\|40.30\|41.16\|38.00\|379603;2026-06-23\|37.35\|-5.63\|39.11\|39.24\|36.73\|260188;2026-06-24\|38.25\|2.41\|37.37\|39.89\|36.90\|303907;2026-06-25\|40.34\|5.46\|37.87\|40.34\|37.01\|503597;2026-06-26\|37.38\|-7.34\|38.70\|39.41\|36.89\|385395;2026-06-29\|36.72\|-1.77\|37.85\|39.60\|35.06\|337175;2026-06-30\|37.08\|0.98\|35.59\|37.36\|34.40\|284106;2026-07-01\|36.52\|-1.51\|38.60\|38.98\|35.32\|335105;2026-07-02\|33.42\|-8.49\|34.64\|35.68\|33.23\|244275;2026-07-03\|31.81\|-4.82\|33.03\|33.31\|31.60\|210909;2026-07-06\|30.02\|-5.63\|32.37\|32.64\|29.77\|200405;2026-07-07\|28.96\|-3.53\|29.72\|30.28\|28.46\|156185;2026-07-08\|27.59\|-4.73\|28.99\|29.28\|27.29\|168802;2026-07-09\|28.27\|2.46\|27.99\|28.50\|26.46\|177014;2026-07-10\|27.49\|-2.76\|28.55\|30.40\|27.45\|228507;2026-07-13\|24.73\|-10.04\|27.01\|27.62\|24.64\|187865;2026-07-14\|25.93\|4.85\|24.83\|26.20\|24.20\|184581;2026-07-15\|24.37\|-6.02\|26.19\|26.46\|24.13\|142852;2026-07-16\|23.36\|-4.14\|24.04\|24.67\|23.20\|137551;2026-07-17\|21.18\|-9.33\|23.29\|23.40\|21.00\|189896;2026-07-20\|19.09\|-9.87\|22.34\|22.55\|18.60\|255728;2026-07-21\|22.25\|16.55\|19.79\|22.42\|17.60\|323066;2026-07-22\|22.30\|0.22\|21.97\|23.47\|21.82\|274029;2026-07-23\|22.44\|0.63\|22.42\|23.84\|22.21\|270604;2026-07-24\|21.51\|-4.14\|21.88\|22.38\|21.28\|171282;2026-07-27\|23.00\|6.93\|21.43\|23.06\|21.43\|208372;2026-07-28\|21.70\|-5.65\|22.46\|22.99\|21.56\|168075;2026-07-29\|22.30\|2.77\|21.76\|22.77\|21.44\|254530;2026-07-30\|21.53\|-3.45\|22.56\|23.30\|20.80\|291757;2026-07-31\|22.00\|2.18\|23.51\|23.70\|21.88\|328842;2026-08-03\|21.12\|-4.00\|21.62\|22.11\|20.92\|216489;2026-08-04\|22.28\|5.49\|21.26\|22.53\|20.75\|251111;2026-08-05\|23.82\|6.91\|21.96\|24.43\|21.94\|309596;2026-08-06\|24.22\|1.68\|23.41\|24.70\|23.06\|288647;2026-08-07\|24.80\|2.39\|24.23\|25.09\|23.56\|258707;2026-08-10\|24.90\|0.40\|25.28\|25.31\|23.95\|241093;2026-08-11\|28.19\|13.21\|24.85\|29.88\|24.60\|665794;2026-08-12\|28.69\|1.77\|28.15\|29.24\|26.88\|531979;2026-08-13\|27.26\|-4.98\|29.00\|29.13\|27.18\|430114;2026-08-14\|27.64\|1.39\|27.99\|28.05\|27.00\|276235;2026-08-17\|27.84\|0.72\|27.53\|28.08\|27.04\|264662;2026-08-18\|27.46\|-1.36\|27.82\|28.26\|26.94\|247075;2026-08-19\|24.95\|-9.14\|26.50\|26.88\|24.72\|253295;2026-08-20\|25.35\|1.60\|25.77\|26.00\|25.02\|175479;2026-08-21\|25.60\|0.99\|25.16\|26.05\|24.68\|180604;2026-08-24\|24.58\|-3.98\|25.45\|25.62\|23.77\|167166;2026-08-25\|24.81\|0.94\|24.19\|25.10\|23.49\|137848;2026-08-26\|24.45\|-1.45\|24.84\|24.90\|23.96\|101465;2026-08-27\|25.45\|4.09\|24.60\|25.68\|24.45\|194419;2026-08-28\|26.13\|2.67\|26.54\|27.20\|26.08\|317073;2026-08-31\|26.22\|0.34\|25.51\|26.22\|25.29\|194868;2026-09-01\|24.76\|-5.57\|26.00\|26.07\|24.50\|199508;2026-09-02\|24.35\|-1.66\|24.26\|24.55\|24.00\|112795;2026-09-03\|24.84\|2.01\|24.65\|25.15\|24.22\|153894;2026-09-04\|23.66\|-4.75\|25.01\|25.32\|23.42\|158566;2026-09-07\|25.25\|6.72\|23.83\|25.35\|23.65\|191918;2026-09-08\|24.58\|-2.65\|25.16\|25.35\|24.46\|128202;2026-09-09\|24.49\|-0.37\|24.80\|25.20\|24.33\|106578;2026-09-10\|24.30\|-0.78\|24.13\|24.94\|24.04\|90453;2026-09-11\|25.65\|5.56\|23.83\|25.88\|23.83\|351811;2026-09-14\|26.57\|3.59\|25.26\|26.66\|24.84\|343331;2026-09-15\|26.11\|-1.73\|26.33\|26.99\|26.04\|260081
114585	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC+光通信+液冷散热+商业航天行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-05-12\|56.14\|-2.08\|57.01\|57.33\|55.68\|94026;2026-05-13\|58.15\|3.58\|55.90\|58.58\|55.38\|111515;2026-05-14\|57.33\|-1.41\|58.15\|59.18\|56.85\|111562;2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927;2026-07-13\|55.10\|-10.00\|60.01\|60.60\|55.10\|144443;2026-07-14\|56.81\|3.10\|54.82\|57.06\|53.30\|119691;2026-07-15\|53.50\|-5.83\|56.75\|57.45\|53.40\|96026;2026-07-16\|50.90\|-4.86\|53.31\|53.79\|50.69\|91082;2026-07-17\|47.01\|-7.64\|50.82\|51.30\|46.97\|116409;2026-07-20\|43.49\|-7.49\|48.86\|48.86\|42.40\|129081;2026-07-21\|47.03\|8.14\|44.23\|47.11\|41.40\|145472;2026-07-22\|45.58\|-3.08\|46.38\|47.59\|45.32\|108060;2026-07-23\|46.48\|1.97\|45.63\|48.58\|45.63\|112281;2026-07-24\|45.00\|-3.18\|45.46\|46.59\|44.84\|65658;2026-07-27\|46.64\|3.64\|45.10\|46.65\|44.73\|71104;2026-07-28\|45.06\|-3.39\|45.80\|46.46\|44.87\|63790;2026-07-29\|47.31\|4.99\|44.80\|47.70\|44.80\|111858;2026-07-30\|50.47\|6.68\|47.29\|51.98\|45.95\|183999;2026-07-31\|49.43\|-2.06\|52.88\|52.88\|49.43\|194432;2026-08-03\|49.54\|0.22\|48.36\|50.44\|47.70\|110167;2026-08-04\|50.75\|2.44\|49.99\|51.17\|48.50\|110680;2026-08-05\|52.19\|2.84\|49.93\|53.63\|49.87\|143411;2026-08-06\|51.40\|-1.51\|51.00\|52.33\|50.68\|126686;2026-08-07\|51.90\|0.97\|51.05\|52.50\|49.84\|116229;2026-08-10\|51.92\|0.04\|52.26\|52.26\|50.52\|95575;2026-08-11\|52.83\|1.75\|51.30\|54.31\|51.25\|146292;2026-08-12\|52.90\|0.13\|52.10\|53.30\|51.70\|100973;2026-08-13\|52.76\|-0.26\|53.01\|54.51\|52.61\|129824;2026-08-14\|52.29\|-0.89\|52.76\|52.97\|51.55\|87262;2026-08-17\|53.04\|1.43\|52.29\|53.15\|51.88\|84565;2026-08-18\|52.30\|-1.40\|52.89\|53.20\|51.74\|74756;2026-08-19\|48.88\|-6.54\|51.50\|51.55\|48.70\|96774;2026-08-20\|48.61\|-0.55\|49.50\|49.61\|48.22\|54698;2026-08-21\|49.19\|1.19\|47.90\|49.44\|47.55\|51402;2026-08-24\|46.80\|-4.86\|49.19\|49.30\|46.16\|77374;2026-08-25\|47.34\|1.15\|46.19\|47.75\|45.20\|57630;2026-08-26\|46.94\|-0.84\|47.69\|47.69\|46.62\|38907;2026-08-27\|48.77\|3.90\|46.82\|48.85\|46.82\|59119;2026-08-28\|48.34\|-0.88\|48.90\|49.69\|48.30\|59202;2026-08-31\|49.49\|2.38\|47.40\|49.68\|47.05\|60175;2026-09-01\|48.96\|-1.07\|49.49\|49.60\|48.51\|45033;2026-09-02\|48.41\|-1.12\|48.50\|48.85\|47.96\|37764;2026-09-03\|48.78\|0.76\|48.80\|49.14\|48.22\|43511;2026-09-04\|47.50\|-2.62\|49.09\|49.44\|47.17\|57158;2026-09-07\|48.01\|1.07\|47.64\|48.30\|47.45\|41105;2026-09-08\|47.80\|-0.44\|48.00\|49.35\|47.43\|55810;2026-09-09\|47.84\|0.08\|47.86\|48.75\|47.45\|53044;2026-09-10\|47.67\|-0.36\|47.30\|48.27\|46.82\|43302;2026-09-11\|50.20\|5.31\|47.29\|50.22\|46.92\|127263;2026-09-14\|50.38\|0.36\|49.32\|51.20\|49.08\|129489;2026-09-15\|50.29\|-0.18\|50.19\|51.37\|50.07\|98596
114584	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	光通信+钽电容+商业航天+一季报增长行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司控股子公司宏达恒芯生产的单层瓷介电容、陶瓷薄膜电路可应用于光通讯领域的光接收发射模块及光电转换模块中，已与光通信领域多家企业建立业务合作；2025年宏达恒芯民品端收入同比增95.22%。 2、据2026年4月29日投资者关系活动记录表，在商业航天领域，公司宇航级钽电容已通过LMS、CAST、SAST等体系认证，将为卫星平台及有效载荷提供高可靠阻容感元器件。 3、据2026年4月24日公告，公司2026年一季度实现营收3.67亿元，同比增长11.68%；归母净利润9393.87万元，同比增长70.77%。	国内高可靠钽电容器领域龙头企业，产品广泛应用于航空等领域	2026-05-12\|55.46\|0.45\|55.40\|56.50\|54.10\|148433;2026-05-13\|58.08\|4.72\|55.00\|58.75\|54.56\|175066;2026-05-14\|58.81\|1.26\|58.20\|60.80\|57.20\|193427;2026-05-15\|55.03\|-6.43\|59.16\|59.50\|54.56\|186741;2026-05-18\|56.65\|2.94\|55.01\|58.18\|54.08\|136024;2026-05-19\|60.53\|6.85\|56.03\|61.97\|55.59\|194228;2026-05-20\|58.53\|-3.30\|59.71\|61.13\|58.00\|147924;2026-05-21\|56.90\|-2.78\|58.90\|60.92\|56.75\|168831;2026-05-22\|63.23\|11.12\|57.20\|63.49\|57.20\|246112;2026-05-25\|64.42\|1.88\|68.03\|69.61\|64.10\|278147;2026-05-26\|61.37\|-4.73\|63.27\|64.42\|60.33\|182404;2026-05-27\|60.20\|-1.91\|61.85\|64.66\|60.01\|182082;2026-05-28\|64.25\|6.73\|59.95\|64.45\|59.95\|236666;2026-05-29\|62.02\|-3.47\|64.75\|67.53\|61.45\|220785;2026-06-01\|60.16\|-3.00\|60.93\|64.00\|60.00\|180332;2026-06-02\|65.23\|8.43\|60.20\|66.30\|59.08\|265990;2026-06-03\|66.60\|2.10\|65.12\|67.46\|64.36\|275666;2026-06-04\|79.92\|20.00\|67.99\|79.92\|67.03\|268865;2026-06-05\|75.01\|-6.14\|79.98\|80.00\|73.67\|358823;2026-06-08\|68.09\|-9.23\|70.49\|72.35\|66.90\|259963;2026-06-09\|70.69\|3.82\|68.80\|72.36\|65.55\|315854;2026-06-10\|65.61\|-7.19\|67.90\|70.10\|64.80\|228594;2026-06-11\|65.40\|-0.32\|65.14\|67.83\|63.55\|201851;2026-06-12\|60.34\|-6.30\|67.18\|67.99\|60.10\|260189;2026-06-15\|72.41\|20.00\|63.51\|72.41\|63.51\|257119;2026-06-16\|80.96\|11.81\|79.02\|86.66\|78.55\|477739;2026-06-17\|85.13\|5.15\|80.15\|86.60\|80.15\|361977;2026-06-18\|85.41\|0.33\|83.00\|89.20\|83.00\|322665;2026-06-22\|86.38\|1.14\|86.26\|87.80\|83.05\|291521;2026-06-23\|81.48\|-5.67\|84.45\|84.96\|80.00\|202375;2026-06-24\|88.25\|8.31\|81.47\|89.28\|81.02\|272838;2026-06-25\|91.30\|3.46\|87.11\|93.36\|84.90\|280209;2026-06-26\|89.70\|-1.75\|91.97\|94.80\|86.08\|258514;2026-06-29\|84.47\|-5.83\|90.47\|92.67\|82.22\|248750;2026-06-30\|84.57\|0.12\|83.73\|85.85\|80.69\|193532;2026-07-01\|87.40\|3.35\|87.00\|93.19\|84.80\|247378;2026-07-02\|82.02\|-6.16\|83.00\|86.57\|81.04\|175208;2026-07-03\|77.87\|-5.06\|81.01\|82.00\|76.50\|154243;2026-07-06\|73.60\|-5.48\|79.19\|79.95\|72.28\|148895;2026-07-07\|70.66\|-3.99\|73.60\|73.66\|70.33\|103528;2026-07-08\|67.02\|-5.15\|71.05\|72.05\|66.92\|105325;2026-07-09\|70.08\|4.57\|68.48\|70.22\|65.50\|131074;2026-07-10\|67.45\|-3.75\|71.81\|73.97\|67.28\|173377;2026-07-13\|59.90\|-11.19\|67.62\|68.00\|59.48\|187663;2026-07-14\|62.58\|4.47\|60.92\|63.28\|58.33\|145648;2026-07-15\|58.65\|-6.28\|62.59\|63.50\|58.51\|113301;2026-07-16\|54.67\|-6.79\|58.10\|58.69\|54.11\|129798;2026-07-17\|50.80\|-7.08\|55.38\|56.68\|50.70\|137816;2026-07-20\|45.53\|-10.37\|52.91\|53.10\|44.12\|185148;2026-07-21\|50.70\|11.36\|46.61\|50.74\|42.02\|202904;2026-07-22\|49.13\|-3.10\|49.98\|51.58\|48.63\|150387;2026-07-23\|49.90\|1.57\|49.39\|52.12\|49.28\|157241;2026-07-24\|48.46\|-2.89\|48.96\|50.16\|47.91\|102252;2026-07-27\|50.90\|5.04\|48.81\|50.90\|47.95\|112066;2026-07-28\|47.80\|-6.09\|49.82\|50.37\|47.48\|106651;2026-07-29\|48.90\|2.30\|47.95\|49.39\|46.90\|142533;2026-07-30\|47.42\|-3.03\|48.96\|50.95\|46.32\|164734;2026-07-31\|47.55\|0.27\|50.95\|51.86\|47.54\|206135;2026-08-03\|47.08\|-0.99\|46.86\|47.90\|46.01\|124243;2026-08-04\|49.54\|5.23\|47.17\|50.05\|46.36\|142004;2026-08-05\|52.80\|6.58\|48.96\|53.49\|48.50\|182701;2026-08-06\|53.80\|1.89\|51.82\|54.30\|51.16\|158375;2026-08-07\|54.45\|1.21\|53.95\|55.08\|52.30\|209379;2026-08-10\|54.44\|-0.02\|55.05\|55.49\|52.76\|155671;2026-08-11\|55.09\|1.19\|53.59\|58.35\|53.23\|225892;2026-08-12\|54.68\|-0.74\|54.98\|55.09\|53.52\|137513;2026-08-13\|54.04\|-1.17\|55.48\|56.80\|54.00\|154937;2026-08-14\|55.80\|3.26\|54.59\|55.86\|53.91\|124475;2026-08-17\|57.50\|3.05\|55.37\|57.50\|55.12\|141371;2026-08-18\|56.33\|-2.03\|57.38\|57.70\|55.41\|132318;2026-08-19\|51.92\|-7.83\|54.28\|54.78\|51.61\|127812;2026-08-20\|51.90\|-0.04\|52.51\|53.12\|51.37\|83097;2026-08-21\|52.84\|1.81\|51.51\|53.15\|50.82\|78350;2026-08-24\|52.30\|-1.02\|55.02\|56.80\|50.69\|122024;2026-08-25\|51.48\|-1.57\|51.26\|52.28\|49.05\|89402;2026-08-26\|51.00\|-0.93\|51.50\|52.50\|50.39\|65837;2026-08-27\|54.95\|7.75\|51.21\|54.95\|50.94\|115657;2026-08-28\|52.74\|-4.02\|53.85\|55.85\|52.50\|133334;2026-08-31\|54.88\|4.06\|51.74\|55.50\|50.80\|115593;2026-09-01\|54.05\|-1.51\|54.65\|55.64\|52.50\|140092;2026-09-02\|52.49\|-2.89\|53.51\|53.76\|52.07\|85757;2026-09-03\|51.59\|-1.71\|53.60\|53.91\|51.08\|91483;2026-09-04\|48.80\|-5.41\|51.91\|52.80\|48.30\|128581;2026-09-07\|50.38\|3.24\|49.00\|50.96\|48.90\|89234;2026-09-08\|50.34\|-0.08\|50.11\|51.44\|49.42\|69923;2026-09-09\|53.11\|5.50\|50.56\|53.58\|50.56\|159178;2026-09-10\|51.78\|-2.50\|52.11\|53.23\|51.22\|89664;2026-09-11\|52.69\|1.76\|51.00\|53.32\|49.90\|126414;2026-09-14\|54.83\|4.06\|51.70\|57.16\|51.06\|175383;2026-09-15\|55.79\|1.75\|54.84\|57.17\|54.51\|159797
114583	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	特高压电容膜+镀膜产线+国企改革行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月8日互动易，公司子公司宁波万象的第二条进口镀膜产线已运抵工厂。据2026年5月11日投资者关系活动记录，子公司宁波万象的两条进口镀膜生产线计划于今年6月完成全部安装调试，并于8月实现投产。 2、据2026年5月21日互动易，电网更新改造政策的推进将带动相关电力配套产品需求提升，公司主营业务包含特高压电容膜相关产品，将积极把握机遇拓展相关业务。据2025年年报，公司在特高压电容膜领域是国内少数能稳定生产高端产品并实现规模化应用的企业，打破了国外品牌在高端市场的长期垄断。 3、据2025年年报，公司第一大股东诸暨市水务集团有限公司筹划公司股份公开征集转让事宜，该事项可能导致公司控制权变更，截至报告披露日尚未完成。公司最终控制人为诸暨市财政局。	1、公司主要生产各类薄膜及新材料产品，正在研发的特种膜包括MLCC工艺膜等； 2、公司高度重视算电协同等新兴领域的发展机遇，对于电容膜在算力中心、数据中心电源管理及滤波等相关配套场景的应用潜力，始终保持密切跟踪与研究	2026-05-12\|4.14\|-2.13\|4.22\|4.22\|4.10\|1269987;2026-05-13\|4.19\|1.21\|4.11\|4.24\|4.06\|1146596;2026-05-14\|4.03\|-3.82\|4.19\|4.19\|4.03\|1066774;2026-05-15\|3.94\|-2.23\|4.07\|4.09\|3.90\|1044784;2026-05-18\|3.94\|0.00\|3.90\|3.95\|3.87\|682453;2026-05-19\|3.89\|-1.27\|3.95\|3.95\|3.82\|705622;2026-05-20\|3.87\|-0.51\|3.87\|3.89\|3.76\|791230;2026-05-21\|3.71\|-4.13\|3.86\|3.92\|3.69\|813150;2026-05-22\|3.86\|4.04\|3.74\|3.88\|3.68\|941264;2026-05-25\|3.82\|-1.04\|3.84\|3.88\|3.76\|626194;2026-05-26\|3.72\|-2.62\|3.80\|3.81\|3.66\|633458;2026-05-27\|3.57\|-4.03\|3.71\|3.74\|3.54\|758135;2026-05-28\|3.93\|10.08\|3.55\|3.93\|3.53\|1054426;2026-05-29\|3.90\|-0.76\|4.03\|4.07\|3.85\|2672826;2026-06-01\|3.85\|-1.28\|3.88\|3.95\|3.83\|1411687;2026-06-02\|3.83\|-0.52\|3.83\|3.86\|3.66\|1148974;2026-06-03\|3.78\|-1.31\|3.79\|3.93\|3.72\|1105839;2026-06-04\|3.90\|3.17\|3.75\|3.92\|3.70\|1634681;2026-06-05\|3.83\|-1.79\|3.87\|3.94\|3.78\|1154363;2026-06-08\|3.66\|-4.44\|3.70\|3.81\|3.61\|1017550;2026-06-09\|4.03\|10.11\|3.72\|4.03\|3.72\|1355996;2026-06-10\|4.00\|-0.74\|4.16\|4.19\|3.99\|2808538;2026-06-11\|3.84\|-4.00\|3.96\|3.99\|3.82\|1607546;2026-06-12\|3.77\|-1.82\|3.99\|4.08\|3.68\|1577792;2026-06-15\|4.15\|10.08\|3.85\|4.15\|3.85\|1130209;2026-06-16\|4.27\|2.89\|4.15\|4.37\|4.12\|3475464;2026-06-17\|4.37\|2.34\|4.24\|4.43\|4.21\|2919096;2026-06-18\|4.19\|-4.12\|4.28\|4.29\|4.16\|1896410;2026-06-22\|4.45\|6.21\|4.21\|4.45\|4.08\|2643828;2026-06-23\|4.21\|-5.39\|4.40\|4.40\|4.16\|1745558;2026-06-24\|4.08\|-3.09\|4.16\|4.24\|4.01\|1296642;2026-06-25\|3.94\|-3.43\|4.05\|4.06\|3.81\|1543964;2026-06-26\|3.55\|-9.90\|3.85\|3.87\|3.55\|1579137;2026-06-29\|3.27\|-7.89\|3.42\|3.49\|3.21\|1360503;2026-06-30\|3.31\|1.22\|3.37\|3.50\|3.28\|1029185;2026-07-01\|3.32\|0.30\|3.28\|3.34\|3.16\|1123440;2026-07-02\|3.21\|-3.31\|3.24\|3.33\|3.20\|791764;2026-07-03\|3.24\|0.93\|3.22\|3.29\|3.20\|621410;2026-07-06\|3.08\|-4.94\|3.24\|3.26\|3.08\|756308;2026-07-07\|3.11\|0.97\|3.11\|3.18\|3.05\|536561;2026-07-08\|2.95\|-5.14\|3.09\|3.10\|2.93\|613624;2026-07-09\|2.88\|-2.37\|2.93\|2.95\|2.78\|718963;2026-07-10\|2.90\|0.69\|2.88\|2.97\|2.86\|579580;2026-07-13\|2.70\|-6.90\|2.87\|2.88\|2.68\|632182;2026-07-14\|2.80\|3.70\|2.70\|2.80\|2.66\|588088;2026-07-15\|2.82\|0.71\|2.80\|2.89\|2.78\|533837;2026-07-16\|2.80\|-0.71\|2.80\|2.85\|2.75\|433194;2026-07-17\|2.72\|-2.86\|2.80\|2.88\|2.71\|600115;2026-07-20\|2.71\|-0.37\|2.75\|2.80\|2.67\|543582;2026-07-21\|2.70\|-0.37\|2.70\|2.72\|2.56\|615265;2026-07-22\|2.70\|0.00\|2.67\|2.76\|2.66\|406054;2026-07-23\|2.82\|4.44\|2.70\|2.82\|2.68\|725930;2026-07-24\|2.75\|-2.48\|2.79\|2.85\|2.74\|524870;2026-07-27\|2.84\|3.27\|2.72\|2.84\|2.71\|472440;2026-07-28\|2.87\|1.06\|2.81\|2.93\|2.79\|511038;2026-07-29\|2.92\|1.74\|2.90\|2.94\|2.84\|524592;2026-07-30\|2.87\|-1.71\|2.90\|2.94\|2.85\|490725;2026-07-31\|2.91\|1.39\|2.89\|2.94\|2.89\|443050;2026-08-03\|3.01\|3.44\|2.90\|3.01\|2.89\|605357;2026-08-04\|3.03\|0.66\|3.02\|3.04\|2.99\|569566;2026-08-05\|3.05\|0.66\|3.03\|3.06\|3.01\|549804;2026-08-06\|3.05\|0.00\|3.05\|3.05\|2.98\|484672;2026-08-07\|3.04\|-0.33\|3.06\|3.06\|2.95\|430591;2026-08-10\|3.07\|0.99\|3.03\|3.08\|2.98\|508726;2026-08-11\|3.06\|-0.33\|3.05\|3.09\|3.02\|386472;2026-08-12\|3.12\|1.96\|3.07\|3.17\|3.05\|542898;2026-08-13\|3.04\|-2.56\|3.11\|3.14\|3.03\|494858;2026-08-14\|3.05\|0.33\|3.03\|3.09\|3.00\|432177;2026-08-17\|3.08\|0.98\|3.07\|3.09\|3.02\|379924;2026-08-18\|3.03\|-1.62\|3.09\|3.10\|3.02\|347832;2026-08-19\|2.91\|-3.96\|3.01\|3.04\|2.90\|432434;2026-08-20\|2.96\|1.72\|2.95\|2.97\|2.92\|264636;2026-08-21\|2.98\|0.68\|2.94\|2.99\|2.87\|301543;2026-08-24\|2.96\|-0.67\|2.96\|3.02\|2.92\|269956;2026-08-25\|3.04\|2.70\|2.94\|3.05\|2.93\|444429;2026-08-26\|3.09\|1.64\|3.04\|3.10\|3.02\|477565;2026-08-27\|3.15\|1.94\|3.09\|3.20\|3.08\|618289;2026-08-28\|3.19\|1.27\|3.15\|3.20\|3.12\|594924;2026-08-31\|3.21\|0.63\|3.17\|3.22\|3.15\|490844;2026-09-01\|3.24\|0.93\|3.22\|3.26\|3.19\|448517;2026-09-02\|3.23\|-0.31\|3.23\|3.24\|3.18\|362083;2026-09-03\|3.17\|-1.86\|3.24\|3.25\|3.17\|335646;2026-09-04\|3.15\|-0.63\|3.19\|3.21\|3.12\|327240;2026-09-07\|3.17\|0.63\|3.14\|3.18\|3.13\|283813;2026-09-08\|3.21\|1.26\|3.16\|3.22\|3.15\|304671;2026-09-09\|3.23\|0.62\|3.22\|3.25\|3.18\|373950;2026-09-10\|3.18\|-1.55\|3.22\|3.23\|3.17\|290236;2026-09-11\|3.20\|0.63\|3.16\|3.22\|3.13\|508555;2026-09-14\|3.25\|1.56\|3.20\|3.29\|3.19\|592514;2026-09-15\|3.20\|-1.54\|3.22\|3.28\|3.18\|571206
114582	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	薄膜电容器+PET铜箔+国企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年3月17日年报，公司主营业务为薄膜电容器及其薄膜材料的研发、生产和销售，具备行业特有的“电容器用聚丙烯光膜—金属化薄膜—薄膜电容器”一体化产业链，目前公司产品涵盖了聚丙烯薄膜、聚酯薄膜、金属化薄膜、电容器等众多品种。产品覆盖新能源汽车、风电、光伏、储能等领域。 2、据2024年1月11日互动易，公司已向多家复合铜箔厂商提供基膜样品，部分已开始小批量供货。 3、公司属于国有企业，最终控制人为铜陵市人民政府国有资产监督管理委员会。	国内领先的薄膜电容及薄膜材料生产商，拥有完整的 “电容器用薄膜 - 金属化薄膜 - 薄膜电容器” 产业链	2026-05-12\|9.44\|-1.05\|9.53\|9.63\|9.36\|213282;2026-05-13\|9.50\|0.64\|9.36\|9.57\|9.31\|212224;2026-05-14\|9.06\|-4.63\|9.54\|9.56\|9.06\|268323;2026-05-15\|8.85\|-2.32\|9.05\|9.18\|8.76\|228272;2026-05-18\|8.97\|1.36\|8.80\|9.02\|8.70\|158196;2026-05-19\|9.37\|4.46\|9.00\|9.38\|8.85\|323646;2026-05-20\|9.68\|3.31\|9.27\|9.77\|9.22\|519705;2026-05-21\|9.49\|-1.96\|9.81\|9.94\|9.35\|611215;2026-05-22\|10.02\|5.58\|9.57\|10.06\|9.57\|780036;2026-05-25\|10.03\|0.10\|10.02\|10.38\|9.90\|767094;2026-05-26\|10.05\|0.20\|9.90\|10.14\|9.76\|490394;2026-05-27\|9.93\|-1.19\|10.03\|10.20\|9.80\|543036;2026-05-28\|10.92\|9.97\|10.00\|10.92\|9.97\|1216163;2026-05-29\|10.60\|-2.93\|10.90\|11.11\|10.52\|1132020;2026-06-01\|10.30\|-2.83\|10.38\|10.84\|10.29\|617892;2026-06-02\|10.87\|6.36\|10.35\|10.88\|9.99\|792862;2026-06-03\|11.11\|2.21\|10.77\|11.78\|10.70\|1096333;2026-06-04\|12.22\|9.99\|10.90\|12.22\|10.83\|1503278;2026-06-05\|12.07\|-1.23\|11.85\|12.60\|11.45\|1266093;2026-06-08\|11.20\|-7.21\|11.31\|11.90\|11.06\|815551;2026-06-09\|11.70\|4.46\|11.42\|11.72\|10.97\|958815;2026-06-10\|10.70\|-8.55\|11.41\|11.41\|10.53\|939274;2026-06-11\|10.28\|-3.93\|10.33\|10.65\|10.10\|602970;2026-06-12\|9.71\|-5.54\|10.45\|10.61\|9.66\|806035;2026-06-15\|10.68\|9.99\|9.88\|10.68\|9.88\|471994;2026-06-16\|11.42\|6.93\|11.11\|11.63\|11.08\|1020976;2026-06-17\|12.56\|9.98\|11.23\|12.56\|11.23\|741672;2026-06-18\|12.20\|-2.87\|12.35\|12.57\|11.90\|1026910;2026-06-22\|12.60\|3.28\|12.20\|12.60\|12.09\|1028959;2026-06-23\|11.72\|-6.98\|12.60\|12.60\|11.60\|789217;2026-06-24\|11.81\|0.77\|11.72\|11.99\|11.44\|661721;2026-06-25\|12.99\|9.99\|11.88\|12.99\|11.29\|1100762;2026-06-26\|13.21\|1.69\|13.00\|13.54\|12.59\|1404118;2026-06-29\|13.01\|-1.51\|13.29\|13.95\|12.61\|1097373;2026-06-30\|13.95\|7.23\|12.88\|14.31\|12.57\|1184339;2026-07-01\|14.08\|0.93\|13.60\|14.08\|13.16\|1013420;2026-07-02\|12.67\|-10.01\|13.57\|13.60\|12.67\|744313;2026-07-03\|11.81\|-6.79\|12.41\|12.55\|11.77\|691958;2026-07-06\|11.36\|-3.81\|11.99\|12.02\|11.09\|553986;2026-07-07\|11.65\|2.55\|11.30\|11.86\|11.12\|549302;2026-07-08\|10.62\|-8.84\|11.50\|11.57\|10.49\|568695;2026-07-09\|11.20\|5.46\|10.96\|11.25\|10.53\|508142;2026-07-10\|10.66\|-4.82\|11.21\|11.55\|10.65\|513963;2026-07-13\|9.62\|-9.76\|10.30\|10.52\|9.59\|508887;2026-07-14\|9.85\|2.39\|9.67\|9.97\|9.33\|411412;2026-07-15\|9.33\|-5.28\|9.81\|9.87\|9.25\|439911;2026-07-16\|8.82\|-5.47\|9.18\|9.38\|8.71\|379949;2026-07-17\|8.10\|-8.16\|8.79\|8.80\|7.97\|397212;2026-07-20\|7.51\|-7.28\|8.26\|8.30\|7.40\|426860;2026-07-21\|8.00\|6.52\|7.63\|8.14\|7.01\|486205;2026-07-22\|7.85\|-1.88\|8.01\|8.15\|7.76\|396967;2026-07-23\|7.98\|1.66\|7.93\|8.07\|7.76\|323621;2026-07-24\|7.63\|-4.39\|7.80\|7.93\|7.63\|239338;2026-07-27\|7.99\|4.72\|7.62\|8.02\|7.50\|284442;2026-07-28\|7.90\|-1.13\|7.80\|8.05\|7.80\|280411;2026-07-29\|8.10\|2.53\|7.85\|8.18\|7.67\|338957;2026-07-30\|8.00\|-1.23\|8.00\|8.19\|7.82\|358623;2026-07-31\|8.03\|0.38\|8.30\|8.35\|8.01\|412796;2026-08-03\|7.95\|-1.00\|7.94\|7.97\|7.77\|262951;2026-08-04\|8.22\|3.40\|7.98\|8.26\|7.94\|333273;2026-08-05\|8.53\|3.77\|8.18\|8.60\|8.15\|460102;2026-08-06\|8.48\|-0.59\|8.40\|8.62\|8.33\|396780;2026-08-07\|8.94\|5.42\|8.56\|9.18\|8.36\|703532;2026-08-10\|8.84\|-1.12\|8.88\|9.02\|8.68\|396762;2026-08-11\|8.74\|-1.13\|8.72\|8.96\|8.69\|341356;2026-08-12\|8.81\|0.80\|8.71\|8.81\|8.66\|253425;2026-08-13\|8.66\|-1.70\|8.89\|9.21\|8.66\|391097;2026-08-14\|8.84\|2.08\|8.74\|8.88\|8.65\|268946;2026-08-17\|9.01\|1.92\|8.86\|9.02\|8.77\|318626;2026-08-18\|8.92\|-1.00\|8.99\|9.09\|8.79\|287356;2026-08-19\|8.28\|-7.17\|8.72\|8.78\|8.26\|321162;2026-08-20\|8.40\|1.45\|8.37\|8.58\|8.26\|202982;2026-08-21\|8.42\|0.24\|8.31\|8.48\|8.14\|190797;2026-08-24\|8.09\|-3.92\|8.38\|8.40\|7.93\|266663;2026-08-25\|8.25\|1.98\|8.00\|8.32\|7.87\|197891;2026-08-26\|8.32\|0.85\|8.26\|8.42\|8.14\|186353;2026-08-27\|8.49\|2.04\|8.31\|8.55\|8.30\|198293;2026-08-28\|8.49\|0.00\|8.50\|8.66\|8.46\|211232;2026-08-31\|8.62\|1.53\|8.36\|8.64\|8.34\|194878;2026-09-01\|8.52\|-1.16\|8.60\|8.63\|8.45\|198580;2026-09-02\|8.31\|-2.46\|8.54\|8.57\|8.23\|200257;2026-09-03\|8.36\|0.60\|8.34\|8.44\|8.27\|203106;2026-09-04\|8.10\|-3.11\|8.43\|8.50\|8.06\|261878;2026-09-07\|8.33\|2.84\|8.15\|8.38\|8.13\|225573;2026-09-08\|8.28\|-0.60\|8.36\|8.47\|8.23\|204406;2026-09-09\|8.26\|-0.24\|8.29\|8.44\|8.21\|235386;2026-09-10\|8.38\|1.45\|8.20\|8.55\|8.07\|364842;2026-09-11\|9.22\|10.02\|8.25\|9.22\|8.21\|1013164;2026-09-14\|9.84\|6.72\|9.00\|10.10\|8.96\|1254282;2026-09-15\|9.61\|-2.34\|9.66\|9.82\|9.56\|840860
114581	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392;2026-07-13\|14.75\|-6.17\|15.72\|15.72\|14.72\|101845;2026-07-14\|14.86\|0.75\|14.75\|14.95\|14.34\|73771;2026-07-15\|15.11\|1.68\|14.83\|15.19\|14.41\|78605;2026-07-16\|15.10\|-0.07\|14.99\|15.39\|14.82\|79630;2026-07-17\|13.59\|-10.00\|14.96\|15.10\|13.59\|104085;2026-07-20\|12.46\|-8.31\|13.76\|13.99\|12.30\|116216;2026-07-21\|12.45\|-0.08\|12.62\|12.87\|11.21\|164912;2026-07-22\|12.07\|-3.05\|12.22\|12.75\|11.95\|106113;2026-07-23\|12.25\|1.49\|12.15\|12.52\|11.90\|104737;2026-07-24\|11.91\|-2.78\|12.11\|12.14\|11.70\|69534;2026-07-27\|12.53\|5.21\|11.90\|12.54\|11.80\|91545;2026-07-28\|12.50\|-0.24\|12.87\|13.77\|12.40\|151444;2026-07-29\|12.82\|2.56\|12.49\|12.82\|12.36\|112236;2026-07-30\|12.10\|-5.62\|12.58\|12.94\|11.87\|107317;2026-07-31\|12.40\|2.48\|12.32\|12.76\|12.32\|89543;2026-08-03\|12.77\|2.98\|12.35\|12.90\|12.20\|67972;2026-08-04\|13.00\|1.80\|12.70\|13.08\|12.50\|79744;2026-08-05\|13.56\|4.31\|13.02\|13.60\|13.02\|89117;2026-08-06\|13.83\|1.99\|13.49\|13.85\|13.38\|74129;2026-08-07\|13.79\|-0.29\|13.83\|13.99\|13.40\|66222;2026-08-10\|14.32\|3.84\|13.85\|14.49\|13.80\|94367;2026-08-11\|14.06\|-1.82\|14.29\|14.34\|13.88\|54675;2026-08-12\|14.22\|1.14\|14.06\|14.24\|13.90\|50983;2026-08-13\|14.06\|-1.13\|14.33\|14.50\|14.02\|45514;2026-08-14\|14.25\|1.35\|14.00\|14.65\|13.97\|62156;2026-08-17\|14.42\|1.19\|14.24\|14.56\|14.07\|71011;2026-08-18\|14.26\|-1.11\|14.45\|14.48\|14.05\|52882;2026-08-19\|13.57\|-4.84\|14.22\|14.23\|13.55\|64749;2026-08-20\|13.74\|1.25\|13.84\|13.94\|13.62\|35754;2026-08-21\|14.28\|3.93\|13.75\|14.38\|13.42\|74105;2026-08-24\|14.09\|-1.33\|14.40\|14.40\|13.83\|49916;2026-08-25\|14.44\|2.48\|13.95\|14.48\|13.81\|57213;2026-08-26\|14.43\|-0.07\|14.47\|14.87\|14.22\|54381;2026-08-27\|14.64\|1.46\|14.60\|14.85\|14.47\|60103;2026-08-28\|14.38\|-1.78\|14.64\|14.67\|14.38\|49844;2026-08-31\|14.54\|1.11\|14.21\|14.58\|14.19\|42944;2026-09-01\|14.80\|1.79\|14.77\|15.50\|14.57\|97036;2026-09-02\|14.96\|1.08\|14.77\|15.07\|14.60\|67187;2026-09-03\|14.83\|-0.87\|15.05\|15.25\|14.73\|47502;2026-09-04\|14.73\|-0.67\|14.98\|15.18\|14.60\|45579;2026-09-07\|14.73\|0.00\|14.77\|14.90\|14.57\|37835;2026-09-08\|14.46\|-1.83\|14.73\|14.76\|14.40\|39956;2026-09-09\|14.67\|1.45\|14.46\|14.86\|14.40\|42719;2026-09-10\|14.35\|-2.18\|14.58\|14.64\|14.31\|34936;2026-09-11\|14.33\|-0.14\|14.23\|14.65\|13.82\|53119;2026-09-14\|14.41\|0.56\|14.32\|14.56\|14.05\|39562;2026-09-15\|14.20\|-1.46\|14.35\|14.68\|14.18\|42223
114580	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容+MLCC+商业航天+央企行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2025年9月11日互动易，公司主营产品电子元器件、开关、连接器、继电器等已应用于商业航天领域；据2026年4月29日年报，公司与银河航天、长光卫星等商业航天头部企业战略合作，多款固体继电器等产品已应用于商业火箭配套。 2、据2026年6月4日互动易，公司民用钽电容主要应用在服务器领域；薄膜电容、超级电容、铝电容及MLCC主要应用于超算领域；据2026年5月28日机构调研，钽电容在服务器高功率场景下具备高可靠性和高能量密度优势，无法被完全替代。 3、公司控股股东为中国振华电子集团有限公司，实际控制人为中国电子信息产业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	1、公司民用钽电容主要应用在服务器领域、低压电路保护领域、民用爆破领域和智能三表领域；薄膜电容、超级电容、铝电容及MLCC主要应用于轨道交通领域和超算领域； 2、公司光电耦合器系列产品在光通信、光模块等领域已实现应用	2026-05-12\|45.95\|-1.20\|46.51\|46.75\|45.57\|146317;2026-05-13\|46.87\|2.00\|45.70\|47.10\|45.64\|133016;2026-05-14\|46.12\|-1.60\|47.06\|47.24\|46.00\|153830;2026-05-15\|44.87\|-2.71\|46.08\|46.86\|44.62\|147263;2026-05-18\|44.94\|0.16\|44.60\|45.52\|44.07\|100079;2026-05-19\|46.91\|4.38\|44.75\|46.95\|44.29\|190127;2026-05-20\|46.89\|-0.04\|46.78\|47.49\|46.21\|144726;2026-05-21\|45.72\|-2.50\|46.94\|48.09\|45.67\|182574;2026-05-22\|49.17\|7.55\|46.07\|49.18\|46.07\|329668;2026-05-25\|52.08\|5.92\|51.36\|53.50\|51.33\|468163;2026-05-26\|50.34\|-3.34\|51.43\|51.60\|49.50\|280442;2026-05-27\|50.34\|0.00\|50.34\|53.00\|49.91\|336624;2026-05-28\|53.38\|6.04\|50.27\|54.10\|50.00\|563400;2026-05-29\|51.49\|-3.54\|54.05\|54.91\|50.70\|484101;2026-06-01\|50.87\|-1.20\|50.62\|53.17\|50.58\|357523;2026-06-02\|54.10\|6.35\|50.90\|54.49\|49.80\|543014;2026-06-03\|53.92\|-0.33\|54.60\|57.16\|52.93\|624260;2026-06-04\|59.31\|10.00\|53.82\|59.31\|53.31\|768752;2026-06-05\|56.07\|-5.46\|61.04\|61.77\|55.95\|740644;2026-06-08\|50.46\|-10.01\|53.00\|54.50\|50.46\|573943;2026-06-09\|52.19\|3.43\|50.86\|53.20\|49.48\|494725;2026-06-10\|51.08\|-2.13\|51.05\|53.12\|49.98\|362387;2026-06-11\|49.75\|-2.60\|50.00\|51.85\|48.70\|398489;2026-06-12\|47.16\|-5.21\|51.00\|51.50\|47.12\|427102;2026-06-15\|51.88\|10.01\|49.40\|51.88\|49.33\|292592;2026-06-16\|56.34\|8.60\|53.79\|57.07\|53.40\|895681;2026-06-17\|58.13\|3.18\|56.10\|58.85\|55.68\|548628;2026-06-18\|59.79\|2.86\|58.65\|61.05\|57.85\|464690;2026-06-22\|59.23\|-0.94\|60.31\|61.23\|58.03\|430461;2026-06-23\|56.14\|-5.22\|58.58\|58.68\|55.45\|355960;2026-06-24\|56.90\|1.35\|56.08\|59.30\|55.64\|338829;2026-06-25\|60.90\|7.03\|56.91\|61.98\|55.80\|510209;2026-06-26\|58.33\|-4.22\|60.28\|60.58\|57.58\|392229;2026-06-29\|55.82\|-4.30\|59.10\|60.80\|54.25\|427755;2026-06-30\|56.64\|2.16\|55.52\|56.93\|53.92\|320939;2026-07-01\|62.30\|9.99\|62.00\|62.30\|62.00\|136374;2026-07-02\|57.12\|-8.31\|60.88\|60.88\|56.62\|647709;2026-07-03\|55.09\|-3.55\|56.88\|57.40\|53.60\|409812;2026-07-06\|51.78\|-6.01\|55.20\|56.10\|51.33\|392331;2026-07-07\|50.18\|-3.09\|51.78\|52.33\|49.93\|282212;2026-07-08\|47.32\|-5.70\|50.19\|50.83\|47.21\|299426;2026-07-09\|48.36\|2.20\|48.32\|49.09\|46.05\|292137;2026-07-10\|47.14\|-2.52\|48.88\|49.78\|47.00\|438534;2026-07-13\|43.04\|-8.70\|46.50\|46.56\|42.92\|331171;2026-07-14\|43.90\|2.00\|43.04\|44.33\|42.24\|211571;2026-07-15\|42.60\|-2.96\|43.90\|44.50\|42.40\|176451;2026-07-16\|41.42\|-2.77\|42.00\|42.78\|41.26\|154159;2026-07-17\|38.99\|-5.87\|41.19\|41.47\|38.62\|209374;2026-07-20\|37.65\|-3.44\|39.50\|39.88\|37.05\|186161;2026-07-21\|39.99\|6.22\|38.15\|40.00\|37.22\|221054;2026-07-22\|39.12\|-2.18\|39.75\|40.33\|39.01\|165615;2026-07-23\|39.82\|1.79\|39.12\|40.45\|39.12\|139910;2026-07-24\|38.84\|-2.46\|38.96\|39.50\|38.75\|107836;2026-07-27\|39.88\|2.68\|38.68\|39.89\|38.68\|112613;2026-07-28\|39.03\|-2.13\|39.09\|39.49\|38.86\|99678;2026-07-29\|40.39\|3.48\|39.08\|40.64\|39.00\|164780;2026-07-30\|40.81\|1.04\|40.24\|41.64\|39.34\|209533;2026-07-31\|40.97\|0.39\|42.23\|42.50\|40.87\|204517;2026-08-03\|41.04\|0.17\|40.31\|41.24\|40.15\|121023;2026-08-04\|41.46\|1.02\|41.17\|41.75\|40.78\|128667;2026-08-05\|42.45\|2.39\|41.11\|43.12\|41.00\|205617;2026-08-06\|41.79\|-1.55\|41.95\|42.17\|41.49\|164540;2026-08-07\|41.55\|-0.57\|41.58\|41.89\|40.77\|173465;2026-08-10\|41.48\|-0.17\|41.62\|41.66\|40.66\|129926;2026-08-11\|41.70\|0.53\|41.08\|42.38\|40.90\|181742;2026-08-12\|41.36\|-0.82\|41.31\|41.63\|40.98\|122071;2026-08-13\|40.87\|-1.18\|41.56\|42.19\|40.86\|153389;2026-08-14\|40.92\|0.12\|40.88\|41.27\|40.45\|121282;2026-08-17\|41.48\|1.37\|40.95\|41.48\|40.53\|127482;2026-08-18\|40.80\|-1.64\|41.45\|41.68\|40.46\|131180;2026-08-19\|38.85\|-4.78\|40.29\|40.30\|38.74\|157589;2026-08-20\|39.16\|0.80\|39.13\|39.57\|38.89\|87250;2026-08-21\|39.85\|1.76\|38.75\|39.97\|38.68\|103158;2026-08-24\|39.10\|-1.88\|39.84\|40.08\|38.59\|92075;2026-08-25\|39.58\|1.23\|38.71\|39.76\|38.58\|82100;2026-08-26\|39.90\|0.81\|40.37\|41.00\|39.85\|120277;2026-08-27\|41.09\|2.98\|39.91\|41.20\|39.70\|144665;2026-08-28\|40.96\|-0.32\|41.14\|42.20\|40.92\|142666;2026-08-31\|41.38\|1.03\|40.52\|41.68\|40.38\|107906;2026-09-01\|41.25\|-0.31\|41.53\|41.73\|41.02\|84698;2026-09-02\|41.19\|-0.15\|40.85\|41.55\|40.70\|82915;2026-09-03\|41.05\|-0.34\|41.50\|41.53\|40.84\|68814;2026-09-04\|40.28\|-1.88\|41.30\|41.46\|40.08\|104028;2026-09-07\|40.42\|0.35\|40.28\|40.73\|40.12\|71110;2026-09-08\|40.26\|-0.40\|40.36\|40.74\|40.08\|67871;2026-09-09\|40.66\|0.99\|40.40\|40.87\|40.35\|89652;2026-09-10\|40.19\|-1.16\|40.40\|40.74\|39.93\|66287;2026-09-11\|40.85\|1.64\|39.85\|41.00\|39.63\|128142;2026-09-14\|40.78\|-0.17\|40.47\|41.11\|40.41\|101907;2026-09-15\|40.94\|0.39\|40.70\|41.15\|40.56\|104434
114579	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.70\|6.04\|46.20\|49.85\|45.80\|418959;2026-09-14\|49.60\|-0.20\|48.49\|51.55\|48.49\|403304;2026-09-15\|49.23\|-0.75\|49.26\|51.28\|49.00\|284696
114578	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|291423;2026-09-10\|9.05\|0.78\|8.90\|9.19\|8.82\|348759;2026-09-11\|9.96\|10.06\|8.93\|9.96\|8.92\|1052735;2026-09-14\|10.96\|10.04\|10.72\|10.96\|10.66\|1014909;2026-09-15\|12.06\|10.04\|11.32\|12.06\|11.14\|1972857
114577	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440;2026-09-14\|225.00\|-1.74\|223.00\|228.30\|220.31\|157302;2026-09-15\|226.06\|0.47\|225.98\|233.15\|224.00\|209125
114576	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+封装基板+拟定增+央企行业原因： 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13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424;2026-09-15\|389.72\|0.15\|390.06\|404.50\|388.17\|75943
114575	全球最大PPE树脂产区停产，PCB材料持续涨价	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969
114574	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707
114573	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PPE树脂停产致PCB上游材料持续涨价，检测设备需求同步释放；涨停缘由：全球最大PPE树脂产区停产，覆铜板、半固化片等关键材料价格持续上涨，PCB厂商提价转嫁成本并加速良率管控；公司PCB检测业务2025年营收同比+50.03%，绑定鹏鼎控股、深南电路等头部客户，设备渗透率提升；资金逻辑：资金聚焦PCB产业链中游设备环节，正业科技获主力与游资共同推升，早盘快速封板，成交额达10.41亿元，量价配合良好；风险提示：检测设备订单周期较长，业绩兑现存在滞后性；PCB行业整体产能利用率尚未全面回升，设备采购或偏谨慎	公司主营工业检测智能装备，深耕锂电、PCB、平板显示三大行业，PCB检测自动化业务2025年营收同比增长50.03%，与鹏鼎控股、深南电路等头部客户长期合作	2026-05-12\|10.19\|-0.20\|10.20\|10.22\|9.91\|154989;2026-05-13\|10.50\|3.04\|10.14\|10.52\|10.02\|238118;2026-05-14\|10.48\|-0.19\|10.53\|11.25\|10.46\|355454;2026-05-15\|10.13\|-3.34\|10.39\|10.52\|9.99\|271776;2026-05-18\|10.16\|0.30\|10.02\|10.33\|10.00\|167715;2026-05-19\|10.26\|0.98\|10.04\|10.28\|9.95\|162705;2026-05-20\|10.14\|-1.17\|10.22\|10.22\|9.95\|117377;2026-05-21\|9.69\|-4.44\|10.12\|10.50\|9.68\|218952;2026-05-22\|10.94\|12.90\|9.79\|11.37\|9.79\|619670;2026-05-25\|11.35\|3.75\|11.67\|12.29\|11.03\|807303;2026-05-26\|11.58\|2.03\|11.50\|12.00\|11.30\|764888;2026-05-27\|11.19\|-3.37\|11.82\|12.09\|11.06\|535462;2026-05-28\|12.32\|10.10\|10.91\|12.60\|10.87\|776350;2026-05-29\|12.03\|-2.35\|12.14\|12.39\|11.44\|775675;2026-06-01\|11.75\|-2.33\|11.60\|12.63\|11.60\|707273;2026-06-02\|12.80\|8.94\|11.42\|12.97\|11.10\|985930;2026-06-03\|12.13\|-5.23\|12.40\|12.72\|11.94\|737387;2026-06-04\|12.15\|0.16\|11.93\|12.80\|11.65\|657778;2026-06-05\|12.01\|-1.15\|11.80\|12.40\|11.27\|653091;2026-06-08\|11.33\|-5.66\|11.40\|12.00\|11.18\|465850;2026-06-09\|11.59\|2.29\|11.52\|12.11\|11.39\|542292;2026-06-10\|11.18\|-3.54\|11.41\|11.69\|11.00\|379983;2026-06-11\|10.84\|-3.04\|10.99\|11.24\|10.67\|354321;2026-06-12\|10.70\|-1.29\|11.06\|12.10\|10.62\|589158;2026-06-15\|11.80\|10.28\|10.89\|11.93\|10.86\|537461;2026-06-16\|12.99\|10.08\|12.15\|13.50\|11.65\|771052;2026-06-17\|13.26\|2.08\|12.82\|13.62\|12.72\|606356;2026-06-18\|12.89\|-2.79\|13.13\|13.18\|12.78\|470627;2026-06-22\|12.85\|-0.31\|13.00\|13.22\|12.52\|422975;2026-06-23\|12.40\|-3.50\|12.61\|12.68\|12.16\|303312;2026-06-24\|12.17\|-1.85\|12.31\|12.51\|11.87\|306574;2026-06-25\|11.85\|-2.63\|12.31\|12.35\|11.53\|344984;2026-06-26\|11.86\|0.08\|12.03\|12.48\|11.43\|522256;2026-06-29\|10.59\|-10.71\|11.88\|12.17\|10.25\|588687;2026-06-30\|11.07\|4.53\|10.62\|11.13\|10.52\|406922;2026-07-01\|10.64\|-3.88\|11.08\|11.10\|10.56\|336923;2026-07-02\|10.26\|-3.57\|10.48\|10.80\|10.16\|256200;2026-07-03\|9.79\|-4.58\|10.29\|10.35\|9.79\|255453;2026-07-06\|9.13\|-6.74\|9.81\|9.84\|8.99\|279838;2026-07-07\|8.86\|-2.96\|9.11\|9.43\|8.80\|234833;2026-07-08\|8.56\|-3.39\|8.88\|8.95\|8.34\|206386;2026-07-09\|8.65\|1.05\|8.59\|8.72\|8.13\|211276;2026-07-10\|8.47\|-2.08\|8.77\|9.01\|8.46\|270067;2026-07-13\|7.78\|-8.15\|8.39\|8.55\|7.72\|248154;2026-07-14\|8.18\|5.14\|7.71\|8.23\|7.61\|203713;2026-07-15\|8.00\|-2.20\|8.15\|8.35\|7.89\|191517;2026-07-16\|7.64\|-4.50\|7.85\|8.04\|7.61\|179391;2026-07-17\|7.10\|-7.07\|7.62\|7.68\|7.08\|221360;2026-07-20\|6.48\|-8.73\|7.36\|7.45\|6.34\|270094;2026-07-21\|6.91\|6.64\|6.61\|6.93\|5.90\|341514;2026-07-22\|6.70\|-3.04\|6.72\|6.95\|6.65\|212819;2026-07-23\|6.98\|4.18\|6.77\|7.01\|6.74\|182144;2026-07-24\|6.84\|-2.01\|6.91\|7.01\|6.77\|155315;2026-07-27\|7.04\|2.92\|6.91\|7.08\|6.80\|196410;2026-07-28\|6.85\|-2.70\|6.89\|7.09\|6.81\|199330;2026-07-29\|6.92\|1.02\|6.82\|6.96\|6.66\|198265;2026-07-30\|6.64\|-4.05\|6.86\|6.92\|6.60\|184096;2026-07-31\|6.84\|3.01\|6.91\|7.09\|6.83\|225717;2026-08-03\|7.00\|2.34\|6.95\|7.02\|6.83\|173078;2026-08-04\|7.20\|2.86\|7.05\|7.27\|6.98\|229526;2026-08-05\|7.46\|3.61\|7.20\|7.48\|7.16\|248611;2026-08-06\|7.66\|2.68\|7.43\|7.68\|7.32\|257590;2026-08-07\|7.89\|3.00\|7.65\|7.92\|7.55\|273099;2026-08-10\|7.87\|-0.25\|7.85\|7.90\|7.66\|192781;2026-08-11\|7.79\|-1.02\|7.80\|7.93\|7.73\|118638;2026-08-12\|7.96\|2.18\|7.75\|7.97\|7.74\|132519;2026-08-13\|7.74\|-2.76\|8.00\|8.05\|7.72\|155018;2026-08-14\|7.89\|1.94\|7.86\|7.99\|7.70\|177509;2026-08-17\|8.35\|5.83\|7.82\|8.38\|7.75\|232523;2026-08-18\|8.15\|-2.40\|8.29\|8.40\|8.08\|170475;2026-08-19\|7.69\|-5.64\|7.95\|8.05\|7.62\|154832;2026-08-20\|7.80\|1.43\|7.82\|7.91\|7.70\|127708;2026-08-21\|7.90\|1.28\|7.69\|7.91\|7.62\|103856;2026-08-24\|7.78\|-1.52\|7.84\|7.99\|7.61\|132890;2026-08-25\|7.90\|1.54\|7.68\|7.96\|7.59\|156205;2026-08-26\|7.85\|-0.63\|7.88\|7.95\|7.71\|134111;2026-08-27\|8.02\|2.17\|7.84\|8.10\|7.77\|157283;2026-08-28\|8.05\|0.37\|8.08\|8.19\|8.01\|139041;2026-08-31\|8.26\|2.61\|7.97\|8.29\|7.90\|189947;2026-09-01\|8.15\|-1.33\|8.24\|8.27\|8.06\|150038;2026-09-02\|8.09\|-0.74\|8.06\|8.16\|7.99\|103135;2026-09-03\|8.01\|-0.99\|8.14\|8.23\|7.91\|137002;2026-09-04\|7.85\|-2.00\|8.06\|8.13\|7.76\|148156;2026-09-07\|8.06\|2.68\|7.88\|8.08\|7.86\|122239;2026-09-08\|8.11\|0.62\|8.16\|8.26\|8.06\|134900;2026-09-09\|8.11\|0.00\|8.07\|8.26\|8.06\|134062;2026-09-10\|8.10\|-0.12\|8.07\|8.23\|7.98\|120499;2026-09-11\|8.65\|6.79\|8.00\|8.75\|7.93\|468205;2026-09-14\|8.72\|0.81\|8.68\|8.86\|8.27\|393009;2026-09-15\|8.83\|1.26\|8.66\|8.86\|8.59\|364905
114572	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板材料+成核剂+国产替代+业绩高增 1、据2026年4月30日年报，公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求。 2、据2026年4月30日年报，公司成核剂、合成水滑石技术国际先进，国内市占率持续提升，为中国石化、中国石油、中海壳牌等全球石化巨头稳定供货，国产替代加速。 3、据2026年4月30日一季报，公司一季度营收2.49亿元、同比增长13.9%，归母净利润9019万元、同比增长26.2%，业绩延续高增。	公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求	2026-05-12\|80.21\|-2.22\|82.00\|82.00\|77.00\|56360;2026-05-13\|96.25\|20.00\|78.67\|96.25\|78.67\|102059;2026-05-14\|94.19\|-2.14\|96.20\|97.18\|86.58\|104544;2026-05-15\|90.20\|-4.24\|93.00\|95.09\|88.88\|53856;2026-05-18\|91.04\|0.93\|90.20\|95.90\|87.70\|42638;2026-05-19\|93.00\|2.15\|91.15\|93.00\|87.01\|37797;2026-05-20\|99.70\|7.20\|91.80\|99.86\|90.50\|67285;2026-05-21\|91.37\|-8.36\|99.29\|99.29\|90.05\|60789;2026-05-22\|100.48\|9.97\|91.37\|104.38\|91.37\|89153;2026-05-25\|101.55\|1.06\|101.65\|103.58\|96.17\|72209;2026-05-26\|114.22\|12.48\|99.83\|114.99\|95.92\|91331;2026-05-27\|108.05\|-5.40\|112.00\|114.00\|106.00\|45804;2026-05-28\|111.29\|3.00\|108.09\|115.58\|101.51\|55074;2026-05-29\|105.86\|-4.88\|110.07\|111.67\|103.79\|42127;2026-06-01\|98.00\|-7.42\|105.80\|105.80\|93.67\|58564;2026-06-02\|100.43\|2.48\|97.30\|102.55\|95.95\|38310;2026-06-03\|109.88\|9.41\|107.21\|109.98\|100.58\|56914;2026-06-04\|77.88\|-1.19\|76.00\|80.32\|75.02\|43432;2026-06-05\|75.10\|-3.57\|75.00\|77.00\|72.18\|53951;2026-06-08\|73.00\|-2.80\|72.66\|74.75\|71.12\|37629;2026-06-09\|82.82\|13.45\|79.58\|84.99\|75.00\|91015;2026-06-10\|82.85\|0.04\|81.96\|86.00\|79.07\|67110;2026-06-11\|80.40\|-2.96\|85.57\|86.00\|78.00\|68587;2026-06-12\|79.00\|-1.74\|83.00\|83.50\|75.86\|73615;2026-06-15\|87.13\|10.29\|80.00\|88.47\|79.00\|116492;2026-06-16\|91.78\|5.34\|87.00\|94.08\|85.90\|113726;2026-06-17\|93.65\|2.04\|91.54\|99.94\|91.10\|113162;2026-06-18\|94.50\|0.91\|92.11\|95.58\|90.20\|65642;2026-06-22\|95.30\|0.85\|92.99\|95.30\|89.00\|79309;2026-06-23\|90.67\|-4.86\|97.30\|99.79\|88.25\|101906;2026-06-24\|91.60\|1.03\|89.13\|92.00\|88.00\|64593;2026-06-25\|94.70\|3.38\|91.80\|95.88\|89.55\|78599;2026-06-26\|92.00\|-2.85\|92.80\|94.80\|89.02\|65156;2026-06-29\|81.70\|-11.20\|90.36\|91.68\|79.20\|79309;2026-06-30\|84.41\|3.32\|81.59\|85.58\|80.05\|59360;2026-07-01\|82.00\|-2.86\|85.40\|86.81\|80.50\|46639;2026-07-02\|77.61\|-5.35\|80.05\|82.96\|76.05\|55645;2026-07-03\|76.25\|-1.75\|77.17\|78.60\|75.67\|44164;2026-07-06\|75.44\|-1.06\|76.70\|78.88\|71.52\|61921;2026-07-07\|75.28\|-0.21\|75.22\|76.40\|73.50\|46668;2026-07-08\|72.90\|-3.16\|75.75\|76.45\|71.50\|50374;2026-07-09\|73.50\|0.82\|73.08\|73.90\|69.10\|58696;2026-07-10\|70.50\|-4.08\|74.97\|75.75\|70.10\|45319;2026-07-13\|63.12\|-10.47\|69.01\|71.19\|62.80\|60168;2026-07-14\|68.17\|8.00\|65.00\|69.58\|63.00\|64949;2026-07-15\|66.04\|-3.12\|71.00\|71.00\|65.70\|37956;2026-07-16\|63.28\|-4.18\|65.37\|66.92\|62.20\|34506;2026-07-17\|57.75\|-8.74\|62.06\|64.83\|57.00\|56839;2026-07-20\|52.00\|-9.96\|58.87\|59.98\|49.17\|75111;2026-07-21\|58.30\|12.12\|52.74\|58.30\|48.18\|84939;2026-07-22\|56.00\|-3.95\|58.71\|59.50\|55.08\|47725;2026-07-23\|55.87\|-0.23\|56.00\|58.02\|54.62\|34448;2026-07-24\|54.64\|-2.20\|55.10\|56.97\|54.19\|32075;2026-07-27\|57.06\|4.43\|55.90\|57.30\|53.55\|36924;2026-07-28\|53.50\|-6.24\|55.50\|57.78\|52.88\|50906;2026-07-29\|52.47\|-1.93\|53.50\|54.27\|50.00\|52298;2026-07-30\|49.45\|-5.76\|51.76\|53.36\|47.36\|45965;2026-07-31\|50.40\|1.92\|52.50\|54.97\|50.11\|46685;2026-08-03\|48.52\|-3.73\|50.17\|50.50\|47.58\|45208;2026-08-04\|51.04\|5.19\|48.20\|51.50\|48.08\|36069;2026-08-05\|53.80\|5.41\|50.00\|55.09\|50.00\|49119;2026-08-06\|54.38\|1.08\|52.85\|56.00\|52.40\|45965;2026-08-07\|60.08\|10.48\|54.63\|61.58\|52.88\|108649;2026-08-10\|57.18\|-4.83\|59.89\|60.02\|55.81\|65544;2026-08-11\|55.20\|-3.46\|57.09\|57.79\|54.60\|48123;2026-08-12\|56.99\|3.24\|54.80\|57.30\|54.70\|52118;2026-08-13\|55.90\|-1.91\|57.40\|59.49\|55.71\|58911;2026-08-14\|58.47\|4.60\|56.16\|58.58\|56.01\|53129;2026-08-17\|62.64\|7.13\|60.00\|63.33\|59.11\|68659;2026-08-18\|63.00\|0.57\|62.49\|64.49\|60.86\|60805;2026-08-19\|57.27\|-9.10\|61.29\|62.21\|56.00\|61776;2026-08-20\|57.24\|-0.05\|59.11\|59.11\|56.08\|38862;2026-08-21\|59.10\|3.25\|54.99\|59.95\|54.99\|65306;2026-08-24\|52.95\|-10.41\|58.51\|58.51\|51.28\|70930;2026-08-25\|52.28\|-1.27\|51.82\|53.00\|50.01\|42705;2026-08-26\|52.30\|0.04\|53.00\|53.33\|50.80\|31723;2026-08-27\|54.80\|4.78\|52.78\|55.78\|51.21\|65277;2026-08-28\|55.60\|1.46\|54.77\|56.16\|54.04\|46539;2026-08-31\|57.29\|3.04\|55.05\|57.50\|53.50\|46189;2026-09-01\|54.55\|-4.78\|58.00\|60.99\|54.24\|83354;2026-09-02\|54.78\|0.42\|54.02\|55.24\|53.10\|37261;2026-09-03\|54.60\|-0.33\|55.40\|56.85\|53.38\|51902;2026-09-04\|52.43\|-3.97\|55.09\|55.40\|51.67\|44219;2026-09-07\|56.38\|7.53\|52.89\|56.86\|52.45\|62048;2026-09-08\|56.92\|0.96\|56.62\|57.60\|54.90\|41990;2026-09-09\|56.53\|-0.69\|57.65\|58.40\|55.80\|34418;2026-09-10\|58.53\|3.54\|55.63\|59.09\|55.50\|46810;2026-09-11\|57.45\|-1.85\|57.50\|59.15\|55.04\|58407;2026-09-14\|62.00\|7.92\|56.51\|63.43\|55.80\|87465;2026-09-15\|67.26\|8.48\|62.62\|67.91\|62.41\|111254
114571	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB材料涨价带动设备投资回暖，公司为PCB产线提供关键标准件，受益于定制化设备放量；涨停缘由：PPE树脂停产致PCB上游成本上升，厂商加速设备更新以提升良率与效率；公司铝型材、同步轮、轴承等标准件广泛应用于PCB定制化设备及产线，客户覆盖主流设备商，自动化渗透率提升驱动需求增长；资金逻辑：资金沿PCB涨价—设备投资—零部件链条传导，怡合达获中小单持续买入，成交额环比增长超50%，量价配合积极；风险提示：零部件业务毛利率偏低，价格竞争激烈；设备厂商资本开支受终端需求影响存在滞后性	公司向PCB领域厂商提供铝型材、同步轮、标准型轴承等零部件，应用于定制化设备和产线	2026-05-12\|29.29\|-2.37\|30.16\|30.20\|29.15\|106761;2026-05-13\|29.26\|-0.10\|29.24\|29.38\|28.85\|88023;2026-05-14\|28.49\|-2.63\|29.50\|29.57\|28.43\|108789;2026-05-15\|30.47\|6.95\|28.65\|31.46\|28.55\|286700;2026-05-18\|30.71\|0.79\|30.59\|31.26\|30.27\|201257;2026-05-19\|30.70\|-0.03\|30.58\|30.89\|29.86\|165647;2026-05-20\|30.18\|-1.69\|30.55\|30.63\|29.62\|124691;2026-05-21\|29.86\|-1.06\|30.43\|31.41\|29.80\|207938;2026-05-22\|31.18\|4.42\|30.06\|31.57\|29.55\|236634;2026-05-25\|30.83\|-1.12\|31.33\|31.35\|30.40\|177591;2026-05-26\|30.07\|-2.47\|30.76\|30.93\|29.44\|170592;2026-05-27\|29.21\|-2.86\|30.07\|30.42\|29.03\|143186;2026-05-28\|29.60\|1.34\|29.20\|29.82\|28.66\|127394;2026-05-29\|28.57\|-1.82\|29.56\|30.60\|28.12\|190194;2026-06-01\|27.42\|-4.03\|28.22\|28.50\|27.35\|158588;2026-06-02\|28.06\|2.33\|27.68\|28.48\|27.49\|151562;2026-06-03\|29.00\|3.35\|28.15\|30.49\|27.91\|259866;2026-06-04\|28.62\|-1.31\|28.70\|29.68\|28.28\|150430;2026-06-05\|29.00\|1.33\|28.55\|29.71\|26.40\|277332;2026-06-08\|29.39\|1.34\|28.15\|30.45\|28.05\|304271;2026-06-09\|30.03\|2.18\|29.60\|30.12\|29.10\|239802;2026-06-10\|30.21\|0.60\|29.71\|31.47\|29.59\|278874;2026-06-11\|29.85\|-1.19\|30.05\|30.43\|29.05\|199788;2026-06-12\|28.90\|-3.18\|30.21\|31.29\|28.90\|289491;2026-06-15\|32.19\|11.38\|29.17\|32.54\|29.07\|454438;2026-06-16\|32.09\|-0.31\|32.40\|32.50\|31.71\|274597;2026-06-17\|32.43\|1.06\|32.27\|33.06\|31.80\|268477;2026-06-18\|32.81\|1.17\|32.47\|33.18\|31.75\|263269;2026-06-22\|30.73\|-6.34\|33.25\|33.99\|29.72\|436278;2026-06-23\|29.94\|-2.57\|30.60\|30.68\|28.50\|268100;2026-06-24\|29.25\|-2.30\|29.66\|29.90\|28.69\|184229;2026-06-25\|28.07\|-4.03\|29.18\|29.30\|27.11\|304328;2026-06-26\|26.33\|-6.20\|27.77\|28.09\|26.30\|172291;2026-06-29\|26.34\|0.04\|26.50\|26.67\|25.13\|201552;2026-06-30\|27.01\|2.54\|26.21\|27.20\|25.93\|174884;2026-07-01\|30.58\|13.22\|27.09\|31.50\|27.01\|444596;2026-07-02\|30.44\|-0.46\|30.48\|31.50\|29.89\|255084;2026-07-03\|31.53\|3.58\|30.60\|32.09\|30.26\|277314;2026-07-06\|30.70\|-2.63\|31.77\|31.78\|30.01\|240060;2026-07-07\|31.17\|1.53\|30.63\|31.49\|29.80\|312270;2026-07-08\|29.12\|-6.58\|30.70\|30.85\|28.60\|255526;2026-07-09\|29.90\|2.68\|29.15\|30.12\|27.98\|198177;2026-07-10\|28.98\|-3.08\|29.90\|31.25\|28.98\|176707;2026-07-13\|27.64\|-4.62\|28.56\|28.80\|27.49\|162013;2026-07-14\|27.17\|-1.70\|27.76\|28.18\|26.14\|152230;2026-07-15\|27.47\|1.10\|27.24\|27.76\|26.43\|118363;2026-07-16\|26.78\|-2.51\|26.88\|27.50\|26.60\|132613;2026-07-17\|25.00\|-6.65\|26.75\|26.87\|25.00\|166069;2026-07-20\|24.05\|-3.80\|25.30\|25.49\|23.36\|150453;2026-07-21\|25.76\|7.11\|24.05\|25.87\|23.89\|148140;2026-07-22\|25.04\|-2.79\|25.51\|25.76\|24.90\|101998;2026-07-23\|24.93\|-0.44\|25.00\|25.38\|24.80\|81051;2026-07-24\|23.69\|-4.97\|24.61\|24.70\|23.63\|98048;2026-07-27\|24.40\|3.00\|23.84\|24.46\|23.63\|81392;2026-07-28\|23.79\|-2.50\|24.08\|24.33\|23.68\|68389;2026-07-29\|24.50\|2.98\|23.71\|24.69\|23.36\|100794;2026-07-30\|24.18\|-1.31\|24.32\|24.49\|23.71\|86026;2026-07-31\|24.73\|2.27\|24.90\|25.47\|24.69\|115163;2026-08-03\|25.11\|1.54\|24.73\|25.20\|24.61\|74790;2026-08-04\|25.60\|1.95\|25.25\|25.86\|25.00\|90835;2026-08-05\|25.73\|0.51\|25.45\|25.99\|25.36\|91226;2026-08-06\|27.27\|5.99\|25.50\|27.79\|25.28\|210211;2026-08-07\|27.76\|1.80\|27.27\|28.15\|26.90\|140484;2026-08-10\|27.22\|-1.95\|27.76\|27.80\|26.80\|108925;2026-08-11\|27.19\|-0.11\|27.20\|27.73\|27.05\|80907;2026-08-12\|27.48\|1.07\|27.35\|27.92\|27.05\|80424;2026-08-13\|26.90\|-2.11\|27.58\|27.78\|26.89\|89085;2026-08-14\|26.66\|-0.89\|26.98\|27.08\|26.35\|66277;2026-08-17\|27.29\|2.36\|26.75\|27.31\|26.57\|66580;2026-08-18\|26.94\|-1.28\|27.29\|27.40\|26.52\|63625;2026-08-19\|24.83\|-7.83\|26.65\|26.65\|24.76\|123362;2026-08-20\|24.84\|0.04\|25.08\|25.51\|24.83\|65571;2026-08-21\|24.76\|-0.32\|24.70\|25.05\|24.27\|76426;2026-08-24\|24.69\|-0.28\|24.74\|24.75\|24.09\|82685;2026-08-25\|25.86\|4.74\|25.53\|26.15\|25.10\|150767;2026-08-26\|25.81\|-0.19\|26.10\|26.40\|25.75\|99284;2026-08-27\|25.96\|0.58\|25.83\|26.36\|25.65\|79831;2026-08-28\|25.60\|-1.39\|25.90\|26.33\|25.56\|86794;2026-08-31\|26.12\|2.03\|25.46\|26.17\|25.25\|77143;2026-09-01\|25.73\|-1.49\|26.10\|26.10\|25.45\|68975;2026-09-02\|25.41\|-0.27\|25.24\|25.54\|25.02\|57716;2026-09-03\|26.11\|2.75\|25.65\|26.28\|25.42\|88298;2026-09-04\|25.36\|-2.87\|26.28\|26.47\|25.21\|98568;2026-09-07\|25.89\|2.09\|25.40\|26.08\|25.36\|72251;2026-09-08\|25.39\|-1.93\|25.89\|25.97\|25.37\|58235;2026-09-09\|24.29\|-4.33\|24.20\|24.70\|24.07\|123202;2026-09-10\|23.86\|-1.77\|24.10\|24.22\|23.60\|67161;2026-09-11\|23.26\|-2.51\|23.69\|23.85\|23.00\|73161;2026-09-14\|23.71\|1.93\|23.20\|23.77\|22.88\|51508;2026-09-15\|23.93\|0.93\|23.71\|24.15\|23.62\|42794
114570	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：英伟达GTC大会将于2026年3月16日召开，公司PCB产品应用于服务器电源、光模块及AI交换机，受益于AI算力基建加速带来的高频高速PCB增量需求；涨停缘由：AI服务器渗透率快速提升；高频高速PCB技术门槛高；公司已通过多家头部服务器厂商认证；800G光模块PCB订单持续放量；资金逻辑：PCB板块资金向AI硬件链集中；公司2025年通讯类PCB营收同比增长超50%；融资余额连续三周上升，游资与机构共同参与；风险提示：GTC大会成果存在预期差风险，服务器厂商库存去化进度影响订单节奏，铜箔等原材料价格波动剧烈，行业扩产加剧价格竞争	公司主营印制电路板，通讯设备产品主要应用于路由器、交换机、通信电源、服务器电源、数据中心光模块等	2026-05-12\|68.37\|1.27\|67.55\|69.80\|67.20\|55964;2026-05-13\|70.95\|3.77\|67.38\|72.18\|67.02\|75521;2026-05-14\|68.37\|-3.64\|71.30\|71.51\|67.69\|55605;2026-05-15\|67.96\|-0.60\|68.81\|69.97\|67.05\|40751;2026-05-18\|68.40\|0.65\|68.30\|69.69\|66.18\|36179;2026-05-19\|71.05\|3.87\|68.10\|71.31\|67.10\|53244;2026-05-20\|70.69\|-0.51\|71.00\|72.49\|69.50\|40320;2026-05-21\|68.15\|-3.59\|71.50\|73.96\|67.81\|62761;2026-05-22\|72.80\|6.82\|69.05\|74.34\|68.63\|75754;2026-05-25\|75.50\|3.71\|74.13\|75.84\|72.13\|84185;2026-05-26\|73.84\|-2.20\|74.44\|77.77\|72.32\|85379;2026-05-27\|72.45\|-1.88\|73.21\|75.35\|71.21\|67858;2026-05-28\|73.81\|1.88\|71.54\|74.47\|71.17\|53439;2026-05-29\|52.00\|-1.31\|52.88\|55.88\|51.35\|111389;2026-06-01\|50.16\|-3.54\|52.00\|52.90\|49.55\|81476;2026-06-02\|52.72\|5.10\|50.50\|53.94\|49.70\|88754;2026-06-03\|49.37\|-6.35\|52.67\|53.20\|48.53\|108353;2026-06-04\|48.10\|-2.57\|48.59\|49.50\|47.56\|80296;2026-06-05\|47.64\|-0.96\|47.50\|49.76\|45.91\|73372;2026-06-08\|45.37\|-4.76\|46.69\|46.86\|44.40\|74810;2026-06-09\|48.50\|6.90\|46.31\|49.40\|45.67\|74934;2026-06-10\|45.83\|-5.51\|47.80\|48.50\|45.28\|54669;2026-06-11\|47.42\|3.47\|45.01\|48.39\|44.50\|54813;2026-06-12\|46.30\|-2.36\|47.93\|49.33\|46.30\|54797;2026-06-15\|51.61\|11.47\|47.00\|52.20\|46.94\|79397;2026-06-16\|52.64\|2.00\|51.99\|52.88\|50.60\|67798;2026-06-17\|54.36\|3.27\|52.12\|54.98\|52.12\|67741;2026-06-18\|54.26\|-0.18\|53.97\|54.87\|53.21\|53853;2026-06-22\|53.17\|-2.01\|54.45\|54.50\|51.19\|64172;2026-06-23\|51.08\|-3.93\|52.49\|53.18\|50.58\|48684;2026-06-24\|55.90\|9.44\|50.81\|57.57\|50.81\|128059;2026-06-25\|55.26\|-1.14\|55.90\|57.07\|54.06\|93765;2026-06-26\|52.90\|-4.27\|54.49\|55.10\|51.38\|69451;2026-06-29\|50.68\|-4.20\|52.89\|55.15\|48.98\|83435;2026-06-30\|53.28\|5.13\|51.08\|53.41\|50.00\|60467;2026-07-01\|51.75\|-2.87\|53.29\|54.95\|51.03\|60456;2026-07-02\|47.79\|-7.65\|50.59\|51.78\|47.41\|69123;2026-07-03\|46.15\|-3.43\|47.65\|48.46\|46.11\|48242;2026-07-06\|42.31\|-8.32\|46.16\|46.39\|41.87\|67834;2026-07-07\|50.77\|20.00\|50.77\|50.77\|50.77\|42328;2026-07-08\|60.92\|19.99\|59.23\|60.92\|58.83\|223803;2026-07-09\|58.01\|-4.78\|57.00\|60.92\|54.51\|262858;2026-07-10\|51.95\|-10.45\|57.79\|57.79\|51.95\|176320;2026-07-13\|46.41\|-10.66\|49.88\|51.38\|45.53\|130264;2026-07-14\|48.32\|4.12\|46.08\|48.88\|44.87\|94312;2026-07-15\|44.32\|-8.28\|48.60\|49.30\|44.00\|79242;2026-07-16\|40.82\|-7.90\|43.51\|44.98\|40.32\|70799;2026-07-17\|35.11\|-13.99\|40.08\|40.55\|34.59\|93762;2026-07-20\|31.80\|-9.43\|36.29\|36.75\|31.09\|101954;2026-07-21\|34.19\|7.52\|31.99\|34.41\|28.16\|90835;2026-07-22\|33.04\|-3.36\|33.27\|34.59\|32.86\|67232;2026-07-23\|32.17\|-2.63\|33.17\|34.08\|31.80\|57724;2026-07-24\|30.80\|-4.26\|31.51\|32.31\|30.72\|43636;2026-07-27\|32.30\|4.87\|30.80\|32.39\|30.54\|56178;2026-07-28\|29.79\|-7.77\|31.85\|32.22\|29.63\|50014;2026-07-29\|29.26\|-1.78\|29.70\|30.14\|27.53\|72078;2026-07-30\|26.63\|-8.99\|28.89\|29.15\|26.57\|68349;2026-07-31\|28.16\|5.75\|30.00\|30.05\|28.11\|86533;2026-08-03\|28.15\|-0.04\|28.40\|29.25\|27.75\|57182;2026-08-04\|30.90\|9.77\|28.79\|31.14\|28.15\|73674;2026-08-05\|33.19\|7.41\|30.63\|33.20\|30.05\|74291;2026-08-06\|39.83\|20.01\|32.53\|39.83\|32.15\|134254;2026-08-07\|46.58\|16.95\|41.51\|47.14\|40.00\|239342;2026-08-10\|42.89\|-7.92\|46.05\|47.36\|41.90\|194551;2026-08-11\|42.60\|-0.68\|41.23\|44.28\|40.88\|122670;2026-08-12\|43.67\|2.51\|42.44\|43.99\|42.00\|108674;2026-08-13\|43.58\|-0.21\|44.20\|44.87\|43.25\|96354;2026-08-14\|46.32\|6.29\|43.60\|46.87\|43.60\|112264;2026-08-17\|47.41\|2.35\|45.86\|47.69\|45.80\|100538;2026-08-18\|48.60\|2.51\|47.40\|48.66\|46.50\|100192;2026-08-19\|49.29\|1.42\|46.88\|51.96\|46.80\|153864;2026-08-20\|48.42\|-1.77\|49.27\|50.17\|47.53\|113940;2026-08-21\|47.75\|-1.38\|48.99\|49.18\|46.00\|71328;2026-08-24\|47.91\|0.34\|48.74\|49.50\|46.54\|81369;2026-08-25\|46.96\|-1.98\|47.27\|47.64\|45.72\|63104;2026-08-26\|47.10\|0.30\|47.10\|47.53\|45.00\|55978;2026-08-27\|49.06\|4.16\|47.58\|49.55\|46.54\|70408;2026-08-28\|49.59\|1.08\|49.50\|51.20\|48.45\|83482;2026-08-31\|55.60\|12.12\|49.00\|56.12\|48.40\|117801;2026-09-01\|54.06\|-2.77\|55.00\|56.50\|53.10\|86815;2026-09-02\|55.23\|2.16\|52.99\|56.20\|52.60\|76730;2026-09-03\|55.45\|0.40\|55.87\|56.50\|54.01\|73699;2026-09-04\|53.68\|-3.19\|55.65\|56.65\|53.15\|66441;2026-09-07\|55.64\|3.65\|54.18\|56.15\|53.00\|66442;2026-09-08\|56.10\|0.83\|55.78\|57.25\|54.95\|59569;2026-09-09\|56.98\|1.57\|56.40\|58.95\|56.01\|57567;2026-09-10\|59.75\|4.86\|56.56\|61.20\|55.61\|88654;2026-09-11\|59.00\|-1.26\|58.78\|59.98\|55.83\|85729;2026-09-14\|65.66\|11.29\|58.00\|66.98\|56.80\|144545;2026-09-15\|68.15\|3.79\|65.88\|69.15\|64.53\|123391
114569	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力PCB+券商首次覆盖买入行业原因： 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16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878;2026-07-13\|79.65\|-5.75\|88.01\|92.00\|78.93\|262537;2026-07-14\|84.88\|6.57\|80.80\|85.21\|77.20\|232804;2026-07-15\|80.08\|-5.66\|85.88\|88.88\|78.58\|185582;2026-07-16\|75.84\|-5.29\|78.67\|81.98\|74.68\|171787;2026-07-17\|63.44\|-16.35\|75.50\|75.84\|60.80\|417750;2026-07-20\|66.00\|4.04\|65.22\|69.78\|64.33\|432883;2026-07-21\|68.22\|3.36\|67.65\|68.94\|54.00\|396098;2026-07-22\|64.98\|-4.75\|67.84\|72.27\|64.13\|249373;2026-07-23\|63.23\|-2.69\|65.98\|67.88\|61.99\|199115;2026-07-24\|60.78\|-3.87\|62.14\|65.13\|59.90\|167235;2026-07-27\|62.97\|3.60\|60.82\|63.00\|55.88\|206724;2026-07-28\|57.68\|-8.40\|62.22\|64.00\|56.86\|189852;2026-07-29\|53.86\|-6.62\|57.12\|57.40\|49.88\|319965;2026-07-30\|45.27\|-15.95\|53.50\|53.86\|45.00\|333062;2026-07-31\|46.78\|3.34\|51.00\|51.25\|46.64\|379690;2026-08-03\|43.96\|-6.03\|46.17\|48.20\|43.17\|247517;2026-08-04\|46.86\|6.60\|44.41\|47.64\|43.68\|256567;2026-08-05\|53.60\|14.38\|45.01\|54.66\|45.01\|332614;2026-08-06\|64.32\|20.00\|53.24\|64.32\|52.30\|428958;2026-08-07\|72.33\|12.45\|67.40\|72.68\|66.00\|611864;2026-08-10\|69.98\|-3.25\|72.32\|74.74\|66.60\|525332;2026-08-11\|75.30\|7.60\|69.64\|76.80\|67.51\|467724;2026-08-12\|80.29\|6.63\|77.01\|82.00\|74.00\|391328;2026-08-13\|77.40\|-3.60\|80.50\|81.18\|77.00\|323770;2026-08-14\|79.90\|3.23\|78.22\|80.18\|76.56\|258936;2026-08-17\|84.43\|5.67\|79.82\|84.44\|79.00\|289474;2026-08-18\|84.32\|-0.13\|85.01\|85.46\|82.00\|230846;2026-08-19\|73.01\|-13.41\|80.80\|82.20\|72.00\|369204;2026-08-20\|78.82\|7.96\|77.00\|81.30\|73.37\|341525;2026-08-21\|78.62\|-0.25\|77.42\|79.98\|75.00\|232209;2026-08-24\|77.80\|-1.04\|78.50\|79.46\|74.17\|198998;2026-08-25\|78.95\|1.48\|77.52\|79.30\|74.03\|239633;2026-08-26\|79.57\|0.79\|80.00\|82.00\|75.00\|251490;2026-08-27\|90.72\|14.01\|81.50\|90.80\|79.80\|335267;2026-08-28\|92.33\|1.77\|89.11\|96.63\|89.11\|323557;2026-08-31\|93.18\|0.92\|90.51\|96.09\|89.95\|256121;2026-09-01\|89.50\|-3.95\|93.80\|93.88\|89.00\|215406;2026-09-02\|88.12\|-1.54\|88.09\|91.49\|86.83\|200836;2026-09-03\|91.18\|3.47\|90.99\|92.41\|88.00\|236109;2026-09-04\|86.00\|-5.68\|91.58\|93.99\|85.00\|270009;2026-09-07\|89.16\|3.67\|87.60\|90.88\|86.10\|226606;2026-09-08\|88.06\|-1.23\|90.94\|91.88\|86.95\|209269;2026-09-09\|86.63\|-1.62\|89.00\|89.99\|86.00\|175856;2026-09-10\|88.16\|1.77\|86.00\|92.66\|84.00\|251979;2026-09-11\|90.25\|2.37\|85.01\|90.62\|80.26\|301514;2026-09-14\|108.30\|20.00\|89.00\|108.30\|87.50\|349031;2026-09-15\|109.42\|1.03\|111.02\|112.80\|108.00\|325686
114568	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：建滔集团发布覆铜板涨价通知，带动上游材料情绪；公司一步式全湿法复合铜箔电镀设备已量产销售，切入宁德时代供应链；涨停缘由：复合铜箔作为4680电池关键材料，2026年装车渗透率有望突破15%；公司设备已获头部电池厂验证，单台年产能达150万平方米，技术壁垒高且先发优势明显；资金逻辑：3月16日涨停当日主力资金净流入占比达12.3%，融资余额单周增长超40%，显示资金抢筹锂电新材料设备稀缺标的；风险提示：复合铜箔量产进度不及预期，设备订单执行周期长，2025年营收仍以传统PCB化学品为主，新业务贡献尚小	1、表面工程专用化学品提供商；公司自研的一步式全湿法复合铜箔电镀设备已经具备了产业化条件并实现销售； 2、公司的PCB水平沉铜专用化学品和PCB化学镍金专用化学品与国外先进水平相当，已经在胜宏科技、健鼎科技、东山精密、建滔集团、中京电子、奥士康和依利安达等公司中实现了量产应用	2026-05-12\|115.54\|0.73\|114.00\|117.00\|112.80\|35865;2026-05-13\|118.29\|2.38\|113.80\|119.80\|113.80\|49340;2026-05-14\|124.30\|5.08\|117.16\|129.53\|117.16\|72369;2026-05-15\|122.36\|-1.56\|123.45\|128.00\|120.08\|43670;2026-05-18\|131.87\|7.77\|122.53\|132.00\|120.53\|46227;2026-05-19\|136.00\|3.13\|132.52\|138.93\|131.20\|69294;2026-05-20\|134.69\|-0.96\|137.80\|137.82\|129.50\|46689;2026-05-21\|123.48\|-8.32\|140.00\|143.00\|122.90\|62758;2026-05-22\|136.65\|10.67\|123.48\|138.50\|123.48\|55774;2026-05-25\|144.88\|6.02\|140.00\|146.00\|134.69\|48283;2026-05-26\|141.88\|-2.07\|144.60\|144.60\|138.48\|34761;2026-05-27\|138.25\|-2.56\|143.41\|143.50\|137.01\|32616;2026-05-28\|134.10\|-3.00\|137.64\|138.92\|131.87\|35473;2026-05-29\|133.93\|-0.13\|136.78\|141.78\|132.18\|39831;2026-06-01\|133.99\|0.04\|135.79\|139.48\|131.50\|39569;2026-06-02\|129.12\|-3.63\|133.83\|135.43\|123.03\|51685;2026-06-03\|120.96\|-6.32\|129.12\|131.80\|118.98\|67223;2026-06-04\|138.05\|14.13\|120.96\|139.20\|120.96\|56838;2026-06-05\|135.10\|-2.14\|136.22\|141.32\|133.80\|44187;2026-06-08\|133.62\|-1.10\|128.00\|140.00\|127.06\|55096;2026-06-09\|142.18\|6.41\|138.50\|142.50\|134.06\|44796;2026-06-10\|144.38\|1.55\|140.85\|146.30\|139.15\|39775;2026-06-11\|145.36\|0.68\|142.77\|149.28\|139.18\|40502;2026-06-12\|139.44\|-4.07\|150.00\|154.55\|135.00\|61367;2026-06-15\|155.88\|11.79\|142.46\|155.89\|141.00\|61783;2026-06-16\|173.11\|11.05\|159.87\|182.00\|154.00\|73643;2026-06-17\|176.00\|1.67\|171.00\|178.47\|168.00\|52975;2026-06-18\|175.44\|-0.32\|171.00\|177.80\|165.00\|42801;2026-06-22\|170.08\|-3.06\|179.87\|180.34\|164.83\|46438;2026-06-23\|161.00\|-5.34\|168.03\|168.03\|159.00\|36414;2026-06-24\|161.97\|0.60\|159.31\|162.87\|155.00\|32365;2026-06-25\|172.38\|6.43\|166.82\|175.00\|164.21\|37063;2026-06-26\|188.61\|9.42\|177.00\|195.88\|173.80\|67681;2026-06-29\|192.04\|1.82\|189.93\|201.69\|177.77\|76354;2026-06-30\|198.44\|3.33\|193.55\|198.88\|184.00\|56083;2026-07-01\|213.50\|7.59\|205.98\|218.00\|200.00\|72367;2026-07-02\|201.80\|-5.48\|196.00\|215.02\|186.00\|54166;2026-07-03\|197.46\|-2.15\|200.01\|210.00\|193.13\|40977;2026-07-06\|188.89\|-4.34\|201.40\|215.00\|187.61\|63299;2026-07-07\|179.44\|-5.00\|188.67\|191.12\|175.00\|53796;2026-07-08\|185.90\|3.60\|181.20\|195.00\|174.48\|61207;2026-07-09\|193.87\|4.29\|192.37\|195.00\|182.00\|37880;2026-07-10\|190.10\|-1.94\|200.06\|213.68\|190.00\|57645;2026-07-13\|182.08\|-4.22\|193.89\|204.31\|180.00\|54458;2026-07-14\|196.03\|7.66\|182.99\|197.00\|180.00\|55112;2026-07-15\|168.00\|-14.30\|199.95\|199.95\|162.00\|97600;2026-07-16\|151.00\|-10.12\|167.00\|170.78\|148.50\|61713;2026-07-17\|132.28\|-12.40\|148.78\|151.00\|129.14\|59369;2026-07-20\|105.82\|-20.00\|138.00\|139.89\|105.82\|89431;2026-07-21\|124.00\|17.18\|105.78\|124.98\|87.02\|127581;2026-07-22\|112.82\|-9.02\|123.24\|125.99\|109.00\|67327;2026-07-23\|106.60\|-5.51\|114.74\|117.29\|104.02\|54431;2026-07-24\|102.06\|-4.26\|105.59\|109.88\|101.44\|44376;2026-07-27\|111.85\|9.59\|104.00\|112.80\|98.22\|52420;2026-07-28\|97.07\|-13.21\|110.00\|111.34\|95.30\|52944;2026-07-29\|93.00\|-4.19\|97.09\|98.39\|86.27\|64805;2026-07-30\|82.00\|-11.83\|93.00\|95.00\|81.40\|63077;2026-07-31\|86.50\|5.49\|90.00\|95.00\|86.00\|61414;2026-08-03\|79.35\|-8.27\|86.45\|88.60\|77.50\|77649;2026-08-04\|85.50\|7.75\|79.93\|86.80\|77.51\|71087;2026-08-05\|93.53\|9.39\|85.00\|95.18\|84.21\|65006;2026-08-06\|98.49\|5.30\|92.42\|99.66\|91.00\|62646;2026-08-07\|104.60\|6.20\|99.19\|109.00\|96.50\|95897;2026-08-10\|103.15\|-1.39\|107.23\|108.55\|97.61\|73492;2026-08-11\|104.20\|1.02\|103.03\|107.50\|99.14\|59155;2026-08-12\|104.38\|0.17\|104.49\|106.58\|102.18\|35854;2026-08-13\|102.88\|-1.44\|105.01\|108.80\|102.80\|42788;2026-08-14\|106.20\|3.23\|104.68\|106.49\|102.97\|36256;2026-08-17\|113.18\|6.57\|107.26\|113.18\|106.28\|52247;2026-08-18\|108.88\|-3.80\|113.01\|113.63\|105.86\|43961;2026-08-19\|96.40\|-11.46\|105.00\|106.85\|96.00\|57830;2026-08-20\|95.12\|-1.33\|99.00\|100.16\|93.74\|48831;2026-08-21\|95.98\|0.90\|94.85\|97.32\|90.53\|40699;2026-08-24\|94.58\|-1.46\|96.41\|97.56\|90.31\|40927;2026-08-25\|92.80\|-1.88\|93.64\|94.60\|87.23\|39997;2026-08-26\|92.82\|0.02\|92.01\|93.36\|89.00\|47608;2026-08-27\|96.98\|4.48\|92.83\|98.79\|92.49\|41709;2026-08-28\|95.55\|-1.47\|97.00\|99.29\|95.15\|31761;2026-08-31\|97.92\|2.48\|94.76\|98.23\|93.00\|31827;2026-09-01\|92.74\|-5.29\|97.94\|97.95\|91.00\|36510;2026-09-02\|91.24\|-1.62\|91.62\|92.48\|89.52\|33876;2026-09-03\|92.34\|1.21\|92.30\|93.42\|89.06\|33174;2026-09-04\|89.52\|-3.05\|93.13\|95.29\|88.42\|24204;2026-09-07\|96.79\|8.12\|89.90\|97.28\|89.90\|47324;2026-09-08\|98.80\|2.08\|97.87\|102.73\|96.00\|44703;2026-09-09\|97.70\|-1.11\|99.00\|101.48\|96.77\|29954;2026-09-10\|98.50\|0.82\|96.97\|100.72\|96.03\|23966;2026-09-11\|96.22\|-2.31\|99.36\|99.45\|92.37\|27531;2026-09-14\|99.33\|3.23\|97.00\|101.80\|93.39\|28968;2026-09-15\|104.61\|5.32\|98.98\|105.84\|98.86\|51861

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