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
114567	全球最大PPE树脂产区停产，PCB材料持续涨价	高频覆铜板+PCB概念+半导体封装材料+筹划收购英中电气行业原因： 1、据央视新闻，当地时间3月9日，美国总统特朗普表示，美国对伊朗的战争“已基本结束了”。 2、据证券时报网3月10日报道，中信证券指出AI PCB增量逻辑强化，龙头业绩兑现且估值仍具上修空间。公司原因： 1、据2025年半年报，公司主营高频覆铜板及VC散热片两大类产品。高频覆铜板作为PCB制造的关键基础材料，为移动通信设备提供可靠的电气连接平台，公司产品已获得国内外多家知名PCB制造商的认可与采用；VC散热片则是VC均热板的重要原材料，为智能手机等移动终端提供高效的散热解决方案。 2、据2025年半年报，在半导体封装材料业务方面，全资子公司赛肯徐州专业从事引线框架的研发生产，该产品作为半导体封装的核心材料，广泛应用于通信设备、汽车电子、智能家居等高科技领域，为下游客户提供优质的封装解决方案。 3、据2025年7月24日互动易，公司30万平方米PTFE高频覆铜板项目已经投产。 4、据2026年2月27日公告，公司签署《意向协议》拟现金收购常州市英中电气不低于51%股权，交易完成后将取得标的公司控制权，提升资产质量与盈利水平。	1、公司拟收购英中电气不低于51%股份，预计构成重大资产重组； 2、公司产品高频覆铜板是制作印制电路板的核心材料，ZYF-6000系列高频覆铜板可以应用于汽车毫米波雷达领域	2026-05-12\|85.55\|-2.53\|87.70\|87.99\|84.55\|29031;2026-05-13\|86.18\|0.74\|85.06\|90.00\|83.50\|39308;2026-05-14\|87.55\|1.59\|85.45\|90.79\|84.05\|46570;2026-05-15\|87.50\|-0.06\|85.97\|90.20\|85.97\|37022;2026-05-18\|86.31\|-1.36\|86.55\|87.84\|84.10\|30771;2026-05-19\|88.54\|2.58\|86.58\|89.13\|84.40\|26273;2026-05-20\|86.93\|-1.82\|88.38\|89.99\|85.80\|20988;2026-05-21\|87.10\|0.20\|87.43\|94.80\|86.62\|38521;2026-05-22\|94.27\|8.23\|86.10\|95.81\|86.10\|48630;2026-05-25\|91.75\|-2.67\|94.30\|94.79\|91.19\|29525;2026-05-26\|92.15\|0.44\|91.00\|95.23\|83.83\|40262;2026-05-27\|93.50\|1.47\|91.23\|94.48\|89.05\|34560;2026-05-28\|103.28\|10.46\|90.50\|103.98\|88.19\|52031;2026-05-29\|110.00\|6.51\|101.43\|113.99\|98.26\|62231;2026-06-01\|101.88\|-7.38\|109.00\|109.00\|98.01\|50181;2026-06-02\|99.15\|-2.68\|101.85\|104.50\|93.70\|48528;2026-06-03\|102.01\|2.88\|97.68\|109.88\|97.60\|47541;2026-06-04\|112.90\|10.68\|98.50\|113.20\|97.85\|59196;2026-06-05\|107.10\|-5.14\|110.00\|111.01\|106.50\|32973;2026-06-08\|100.09\|-6.55\|100.01\|105.68\|98.00\|30955;2026-06-09\|106.56\|6.46\|102.51\|106.56\|99.90\|37831;2026-06-10\|109.30\|2.57\|102.83\|113.55\|99.00\|43907;2026-06-11\|114.99\|5.21\|106.14\|118.00\|105.01\|53367;2026-06-12\|109.41\|-4.85\|115.00\|118.44\|108.10\|50612;2026-06-15\|122.40\|11.87\|109.68\|125.85\|109.68\|63724;2026-06-16\|126.50\|3.35\|122.38\|132.80\|120.70\|70219;2026-06-17\|124.10\|-1.90\|124.85\|128.98\|121.89\|55009;2026-06-18\|124.10\|0.00\|121.21\|126.00\|121.11\|37337;2026-06-22\|122.58\|-1.22\|123.16\|127.89\|116.81\|48110;2026-06-23\|120.55\|-1.66\|120.00\|122.58\|115.88\|30659;2026-06-24\|125.22\|3.87\|118.66\|126.50\|118.56\|42275;2026-06-25\|119.12\|-4.87\|123.97\|124.80\|118.98\|38974;2026-06-26\|98.00\|-17.73\|116.88\|117.00\|97.00\|75189;2026-06-29\|101.16\|3.22\|97.02\|102.50\|90.10\|60119;2026-06-30\|110.30\|9.04\|100.00\|110.57\|98.22\|44651;2026-07-01\|108.00\|-2.09\|109.27\|110.30\|104.82\|33140;2026-07-02\|98.53\|-8.77\|103.00\|107.88\|97.70\|32808;2026-07-03\|101.93\|3.45\|99.51\|104.20\|95.75\|30205;2026-07-06\|102.27\|0.33\|102.60\|107.03\|98.38\|31809;2026-07-07\|98.83\|-3.36\|103.35\|106.00\|97.16\|21580;2026-07-08\|98.58\|-0.25\|99.77\|100.66\|94.13\|19326;2026-07-09\|105.70\|7.22\|98.59\|106.80\|95.66\|32955;2026-07-10\|98.10\|-7.19\|105.68\|107.52\|97.91\|28245;2026-07-13\|82.30\|-16.11\|97.07\|99.00\|81.65\|33810;2026-07-14\|87.12\|5.86\|87.92\|92.00\|82.74\|36059;2026-07-15\|80.46\|-7.64\|86.71\|87.92\|80.00\|34844;2026-07-16\|78.34\|-2.63\|79.61\|83.87\|76.67\|26106;2026-07-17\|70.04\|-10.59\|78.97\|78.97\|69.00\|35730;2026-07-20\|60.50\|-13.62\|71.79\|74.50\|58.49\|38176;2026-07-21\|68.55\|13.31\|62.44\|69.20\|53.26\|54121;2026-07-22\|64.56\|-5.82\|69.52\|70.20\|64.24\|46601;2026-07-23\|63.95\|-0.94\|67.00\|68.20\|63.24\|29442;2026-07-24\|61.83\|-3.32\|63.00\|64.17\|60.50\|28541;2026-07-27\|64.86\|4.90\|62.18\|65.49\|61.10\|32631;2026-07-28\|60.56\|-6.63\|64.22\|64.59\|60.35\|31578;2026-07-29\|59.83\|-1.21\|61.11\|61.47\|56.26\|31172;2026-07-30\|52.51\|-12.23\|59.83\|60.43\|52.10\|38038;2026-07-31\|57.67\|9.83\|56.08\|61.39\|55.76\|36901;2026-08-03\|57.68\|0.02\|58.00\|61.53\|56.12\|31352;2026-08-04\|62.00\|7.49\|58.77\|63.00\|57.44\|37436;2026-08-05\|66.28\|6.90\|61.36\|66.98\|60.01\|33276;2026-08-06\|67.78\|2.26\|65.36\|68.79\|64.50\|32248;2026-08-07\|70.73\|4.35\|67.01\|71.68\|66.40\|38635;2026-08-10\|73.80\|4.34\|72.16\|75.06\|69.21\|44944;2026-08-11\|76.15\|3.18\|72.85\|77.28\|72.85\|42236;2026-08-12\|81.59\|7.14\|76.15\|83.87\|76.10\|41430;2026-08-13\|77.40\|-5.14\|82.84\|83.72\|77.00\|41671;2026-08-14\|79.33\|2.49\|77.49\|83.00\|76.00\|41218;2026-08-17\|86.75\|9.35\|80.08\|86.75\|78.51\|38331;2026-08-18\|87.65\|1.04\|86.28\|88.38\|83.17\|33788;2026-08-19\|80.11\|-8.60\|85.50\|87.00\|79.01\|35732;2026-08-20\|88.14\|10.02\|82.00\|92.44\|81.10\|56889;2026-08-21\|86.86\|-1.45\|87.76\|96.00\|84.00\|85014;2026-08-24\|76.42\|-12.02\|85.01\|85.88\|73.01\|66137;2026-08-25\|77.81\|1.82\|74.46\|79.55\|74.21\|41542;2026-08-26\|79.48\|2.15\|78.68\|80.19\|76.27\|31495;2026-08-27\|90.02\|13.26\|80.47\|94.00\|78.86\|73053;2026-08-28\|83.83\|-6.88\|90.00\|90.95\|83.58\|75815;2026-08-31\|85.89\|2.46\|79.99\|88.50\|79.13\|62176;2026-09-01\|80.00\|-6.86\|85.15\|85.50\|77.92\|62408;2026-09-02\|77.60\|-3.00\|78.30\|83.05\|77.28\|47745;2026-09-03\|75.43\|-2.80\|78.88\|78.92\|73.70\|42644;2026-09-04\|73.72\|-2.27\|76.70\|83.00\|73.13\|50588;2026-09-07\|77.78\|5.51\|73.90\|78.69\|73.90\|40894;2026-09-08\|74.90\|-3.70\|77.50\|78.99\|74.17\|33048;2026-09-09\|74.33\|-0.76\|76.28\|77.71\|73.52\|30134;2026-09-10\|74.50\|0.23\|73.14\|76.81\|72.51\|32305;2026-09-11\|74.49\|-0.01\|73.28\|75.98\|69.72\|35670;2026-09-14\|77.04\|3.42\|73.13\|77.50\|71.60\|36415;2026-09-15\|78.44\|1.82\|76.90\|80.77\|76.50\|39853
114566	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	子公司目前已批量出货HDI电路板产品	2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173;2026-07-13\|21.85\|-14.25\|25.02\|25.10\|21.81\|130154;2026-07-14\|22.32\|2.15\|21.65\|22.63\|21.29\|82031;2026-07-15\|21.40\|-4.12\|22.39\|22.56\|21.35\|62491;2026-07-16\|21.43\|0.14\|21.03\|21.98\|20.70\|61501;2026-07-17\|19.53\|-8.87\|21.20\|21.36\|19.44\|79634;2026-07-20\|17.36\|-11.11\|19.88\|19.95\|17.06\|99892;2026-07-21\|20.83\|19.99\|18.55\|20.83\|17.20\|145790;2026-07-22\|21.67\|4.03\|20.70\|23.13\|20.40\|159161;2026-07-23\|21.98\|1.43\|21.84\|22.45\|21.41\|102900;2026-07-24\|21.31\|-3.05\|21.88\|22.13\|21.30\|69733;2026-07-27\|23.09\|8.35\|21.10\|23.25\|21.10\|95226;2026-07-28\|22.20\|-3.85\|22.50\|23.08\|21.81\|79900;2026-07-29\|22.48\|1.26\|22.23\|22.52\|21.34\|74508;2026-07-30\|20.84\|-7.30\|22.01\|22.30\|20.61\|81551;2026-07-31\|21.10\|1.25\|22.18\|22.49\|21.08\|85297;2026-08-03\|20.84\|-1.23\|20.81\|21.21\|20.52\|49127;2026-08-04\|21.95\|5.33\|21.10\|21.97\|20.89\|66238;2026-08-05\|22.76\|3.69\|21.70\|23.25\|21.70\|82061;2026-08-06\|23.12\|1.58\|22.74\|23.49\|22.30\|79585;2026-08-07\|24.35\|5.32\|23.12\|24.38\|22.86\|110940;2026-08-10\|23.88\|-1.93\|24.35\|24.43\|23.45\|76506;2026-08-11\|23.80\|-0.34\|23.69\|24.25\|23.50\|56417;2026-08-12\|26.45\|11.13\|23.89\|27.60\|23.88\|200527;2026-08-13\|27.96\|5.71\|26.60\|29.16\|26.02\|247035;2026-08-14\|29.31\|4.83\|27.87\|29.50\|27.72\|221410;2026-08-17\|35.17\|19.99\|29.29\|35.17\|28.84\|345248;2026-08-18\|39.06\|11.06\|37.64\|42.00\|36.28\|500943;2026-08-19\|37.66\|-3.58\|39.00\|40.63\|37.37\|363744;2026-08-20\|36.71\|-2.52\|38.40\|38.83\|36.04\|270101;2026-08-21\|35.77\|-2.56\|36.58\|36.90\|35.23\|237238;2026-08-24\|33.48\|-6.40\|36.06\|36.09\|32.28\|214490;2026-08-25\|34.00\|1.55\|33.20\|34.54\|32.00\|186126;2026-08-26\|33.67\|-0.97\|33.81\|34.50\|32.55\|142931;2026-08-27\|34.78\|3.30\|33.70\|35.64\|33.70\|201951;2026-08-28\|33.88\|-2.59\|34.46\|35.85\|33.80\|162335;2026-08-31\|36.59\|8.00\|33.00\|36.86\|32.58\|219259;2026-09-01\|36.58\|-0.03\|36.65\|37.05\|35.52\|177847;2026-09-02\|36.15\|-1.18\|36.00\|37.18\|35.60\|124265;2026-09-03\|40.60\|12.31\|37.68\|41.13\|37.05\|288076;2026-09-04\|39.72\|-2.17\|40.60\|41.67\|39.05\|230319;2026-09-07\|40.93\|3.05\|40.26\|41.10\|39.50\|180565;2026-09-08\|40.30\|-1.54\|40.31\|41.46\|39.30\|143843;2026-09-09\|42.88\|6.40\|40.90\|43.44\|40.60\|199142;2026-09-10\|42.69\|-0.44\|42.70\|43.68\|41.85\|143215;2026-09-11\|42.35\|-0.80\|41.79\|42.69\|40.78\|132355;2026-09-14\|41.56\|-1.87\|41.51\|42.66\|40.48\|113229;2026-09-15\|41.79\|0.55\|42.13\|44.99\|41.50\|177898
114565	全球最大PPE树脂产区停产，PCB材料持续涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364;2026-07-13\|44.45\|-9.93\|49.05\|49.74\|44.22\|155320;2026-07-14\|47.43\|6.70\|44.61\|47.58\|44.16\|163505;2026-07-15\|44.64\|-5.88\|48.28\|49.70\|44.50\|138186;2026-07-16\|42.80\|-4.12\|43.25\|45.62\|42.37\|127248;2026-07-17\|38.79\|-9.37\|42.97\|43.70\|38.18\|145546;2026-07-20\|33.31\|-14.13\|39.42\|39.69\|32.23\|228374;2026-07-21\|35.88\|7.72\|33.45\|35.99\|28.78\|257467;2026-07-22\|36.19\|0.86\|39.41\|39.93\|35.98\|298199;2026-07-23\|37.07\|2.43\|36.91\|38.56\|35.90\|234117;2026-07-24\|35.01\|-5.56\|36.35\|36.90\|35.01\|171093;2026-07-27\|37.55\|7.26\|35.26\|37.58\|35.07\|212650;2026-07-28\|35.06\|-6.63\|36.76\|37.98\|34.74\|154621;2026-07-29\|35.14\|0.23\|35.00\|35.60\|33.75\|158919;2026-07-30\|32.10\|-8.65\|35.01\|35.11\|31.41\|216866;2026-07-31\|32.98\|2.74\|34.48\|35.63\|32.95\|205598;2026-08-03\|31.89\|-3.31\|32.78\|33.27\|31.54\|137173;2026-08-04\|34.24\|7.37\|32.38\|34.63\|31.68\|169450;2026-08-05\|36.53\|6.69\|34.00\|37.06\|33.66\|205182;2026-08-06\|37.45\|2.52\|35.87\|38.10\|35.86\|224012;2026-08-07\|40.91\|9.24\|37.80\|41.97\|36.91\|363637;2026-08-10\|39.45\|-3.57\|40.64\|41.41\|38.51\|271479;2026-08-11\|38.83\|-1.57\|39.03\|39.83\|38.48\|161052;2026-08-12\|39.27\|1.13\|38.85\|39.80\|38.60\|136805;2026-08-13\|39.00\|-0.69\|42.00\|42.56\|38.88\|278928;2026-08-14\|40.55\|3.97\|39.62\|40.67\|39.18\|219841;2026-08-17\|42.16\|3.97\|40.56\|42.30\|40.56\|203333;2026-08-18\|41.00\|-2.75\|42.16\|42.60\|40.41\|170226;2026-08-19\|38.10\|-7.07\|39.70\|40.86\|37.80\|147118;2026-08-20\|38.10\|0.00\|38.82\|39.26\|37.65\|106894;2026-08-21\|39.45\|3.54\|37.76\|40.18\|37.20\|142389;2026-08-24\|38.62\|-2.10\|39.60\|39.78\|37.30\|120822;2026-08-25\|38.64\|0.05\|38.11\|39.23\|36.78\|108439;2026-08-26\|38.85\|0.54\|38.88\|39.29\|37.77\|104939;2026-08-27\|40.20\|3.47\|39.21\|40.29\|38.06\|166469;2026-08-28\|39.10\|-2.74\|40.40\|41.20\|39.08\|230757;2026-08-31\|40.45\|3.45\|38.32\|40.73\|38.11\|219732;2026-09-01\|38.12\|-5.76\|40.41\|40.44\|38.08\|192301;2026-09-02\|37.20\|-2.41\|37.26\|37.82\|37.06\|104442;2026-09-03\|37.35\|0.40\|37.60\|38.00\|36.60\|106610;2026-09-04\|36.11\|-3.32\|37.50\|38.88\|35.81\|155451;2026-09-07\|38.16\|5.68\|36.70\|38.46\|36.16\|174848;2026-09-08\|37.39\|-2.02\|37.90\|38.33\|37.03\|113075;2026-09-09\|37.99\|1.60\|37.78\|38.80\|37.63\|134651;2026-09-10\|38.71\|1.90\|37.62\|39.69\|37.24\|152927;2026-09-11\|38.39\|-0.83\|38.44\|38.94\|36.48\|169400;2026-09-14\|38.97\|1.51\|37.90\|39.55\|37.05\|142523;2026-09-15\|40.08\|2.85\|38.74\|41.11\|38.74\|202604
114564	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+1.6T光模块+定增加码AI 1、据2026年6月12日定增募集说明书，公司拟募资9.5亿元用于年产60万平方米高多层、HDI电路板项目，重点拓展AI服务器、光模块等高附加值领域，目标成为AI领域核心供应商。 2、据2026年6月12日定增募集说明书及2026年4月9日可行性分析报告，公司已掌握Tenting工艺1.6T光模块板制造技术及RCC工艺800G光模块板制造技术，相关产品正处于各目标客户专项认证阶段。 3、据2026年3月31日年报及4月23日一季报，公司系内资PCB百强企业，主营高品质PCB，外销营收占比53.50%，2026年一季度实现营收5.74亿元，同比增长41.23%。	公司专注于印制电路板小、中、大批量板的制造，5G领域产品主要应用于路由器、交换机等；应用于新能源汽车的激光雷达产品已接入小批量量产订单	2026-05-12\|51.45\|-6.42\|54.01\|54.90\|50.56\|169149;2026-05-13\|52.06\|1.19\|52.75\|56.80\|51.53\|208793;2026-05-14\|52.97\|1.75\|52.21\|54.47\|51.00\|184244;2026-05-15\|51.70\|-2.40\|52.89\|54.65\|51.01\|144040;2026-05-18\|52.50\|1.55\|51.70\|52.88\|50.60\|109091;2026-05-19\|52.19\|-0.59\|52.01\|52.58\|50.38\|95519;2026-05-20\|50.68\|-2.89\|50.89\|51.56\|50.20\|88882;2026-05-21\|47.91\|-5.47\|50.81\|51.96\|47.50\|100275;2026-05-22\|52.01\|8.56\|49.01\|52.30\|49.01\|131310;2026-05-25\|54.28\|4.36\|51.89\|54.68\|51.89\|129867;2026-05-26\|55.14\|1.58\|54.90\|55.80\|53.77\|127848;2026-05-27\|52.99\|-3.90\|55.00\|55.50\|52.41\|93441;2026-05-28\|55.74\|5.19\|52.27\|55.98\|51.91\|131111;2026-05-29\|53.29\|-4.40\|56.05\|56.88\|52.80\|153727;2026-06-01\|51.07\|-4.17\|53.35\|54.50\|50.40\|94386;2026-06-02\|51.07\|0.00\|50.70\|52.16\|49.37\|72209;2026-06-03\|49.79\|-2.51\|51.00\|51.72\|48.70\|96566;2026-06-04\|51.49\|3.41\|48.84\|51.64\|48.55\|81585;2026-06-05\|50.75\|-1.44\|50.06\|52.72\|48.08\|108767;2026-06-08\|50.06\|-1.36\|48.09\|51.42\|47.01\|90950;2026-06-09\|51.72\|3.32\|50.56\|52.22\|49.91\|86042;2026-06-10\|49.32\|-4.64\|50.74\|51.43\|48.35\|63884;2026-06-11\|52.76\|6.97\|49.01\|52.98\|48.21\|103607;2026-06-12\|52.25\|-0.97\|52.83\|55.19\|51.88\|119323;2026-06-15\|58.97\|12.86\|53.60\|60.75\|53.54\|167929;2026-06-16\|59.58\|1.03\|58.98\|59.88\|58.00\|121475;2026-06-17\|60.02\|0.74\|58.90\|61.67\|58.49\|133527;2026-06-18\|62.28\|3.77\|59.50\|62.82\|59.08\|133086;2026-06-22\|59.72\|-4.11\|62.95\|63.30\|58.45\|131144;2026-06-23\|57.37\|-3.94\|59.65\|59.65\|56.51\|89756;2026-06-24\|60.96\|6.26\|57.30\|63.36\|56.88\|113510;2026-06-25\|59.55\|-2.31\|60.97\|61.33\|59.33\|79765;2026-06-26\|56.35\|-5.37\|58.74\|60.05\|56.25\|81424;2026-06-29\|62.03\|10.08\|57.00\|65.27\|56.11\|177809;2026-06-30\|69.24\|11.62\|61.45\|72.25\|60.56\|173198;2026-07-01\|83.09\|20.00\|68.50\|83.09\|67.68\|215301;2026-07-02\|72.59\|-12.64\|78.01\|79.09\|72.09\|190200;2026-07-03\|68.26\|-5.96\|74.44\|74.44\|68.01\|149522;2026-07-06\|65.35\|-4.26\|69.63\|69.92\|62.83\|119573;2026-07-07\|60.90\|-6.81\|64.81\|65.11\|59.90\|88077;2026-07-08\|57.71\|-5.24\|61.60\|61.89\|57.60\|78458;2026-07-09\|59.24\|2.65\|59.52\|59.58\|55.77\|82631;2026-07-10\|55.52\|-6.28\|59.49\|60.98\|55.31\|107526;2026-07-13\|49.02\|-11.71\|54.50\|55.69\|48.80\|86776;2026-07-14\|51.18\|4.41\|49.02\|51.90\|48.26\|75832;2026-07-15\|47.32\|-7.54\|52.21\|52.51\|47.02\|72305;2026-07-16\|46.27\|-2.22\|46.80\|48.78\|46.01\|63508;2026-07-17\|40.83\|-11.76\|46.27\|46.27\|40.50\|80372;2026-07-20\|36.37\|-10.92\|41.82\|43.15\|35.20\|101950;2026-07-21\|40.85\|12.32\|36.81\|41.10\|32.74\|130895;2026-07-22\|38.89\|-4.80\|40.44\|41.06\|38.65\|89980;2026-07-23\|39.13\|0.62\|39.01\|40.95\|38.74\|70484;2026-07-24\|37.91\|-3.12\|38.73\|39.39\|37.61\|46890;2026-07-27\|39.82\|5.04\|38.13\|39.83\|37.50\|53367;2026-07-28\|37.25\|-6.45\|39.16\|39.72\|37.11\|54245;2026-07-29\|37.16\|-0.24\|37.40\|37.89\|35.60\|52609;2026-07-30\|35.00\|-5.81\|36.60\|37.20\|34.64\|55684;2026-07-31\|36.60\|4.57\|38.12\|38.69\|36.51\|71821;2026-08-03\|38.52\|5.25\|36.52\|38.69\|36.52\|82417;2026-08-04\|40.11\|4.13\|38.52\|40.25\|37.38\|119154;2026-08-05\|41.98\|4.66\|39.07\|42.63\|39.00\|115847;2026-08-06\|43.34\|3.24\|41.42\|43.34\|41.17\|99958;2026-08-07\|45.60\|5.21\|43.02\|46.13\|43.02\|113470;2026-08-10\|44.30\|-2.85\|45.61\|46.00\|43.25\|92188;2026-08-11\|44.03\|-0.61\|43.92\|45.12\|43.48\|64997;2026-08-12\|45.03\|2.27\|44.40\|45.37\|43.73\|52162;2026-08-13\|43.85\|-2.62\|46.50\|47.29\|43.85\|87140;2026-08-14\|45.40\|3.53\|44.63\|45.58\|44.07\|65195;2026-08-17\|49.10\|8.15\|45.41\|49.47\|45.23\|91132;2026-08-18\|49.25\|0.31\|49.12\|50.16\|48.13\|77305;2026-08-19\|45.09\|-8.45\|47.70\|48.46\|44.55\|81700;2026-08-20\|45.36\|0.60\|45.52\|46.65\|44.72\|61123;2026-08-21\|46.49\|2.49\|44.91\|47.46\|44.76\|66214;2026-08-24\|44.82\|-3.59\|46.06\|46.36\|43.18\|62983;2026-08-25\|45.00\|0.40\|44.25\|45.75\|43.41\|42150;2026-08-26\|44.58\|-0.93\|45.13\|45.62\|43.76\|41711;2026-08-27\|46.52\|4.35\|44.50\|46.84\|44.50\|59196;2026-08-28\|45.42\|-2.36\|46.44\|47.37\|45.40\|50175;2026-08-31\|47.38\|4.32\|44.40\|47.38\|44.23\|56542;2026-09-01\|45.33\|-4.33\|47.14\|47.37\|45.00\|60556;2026-09-02\|44.39\|-2.07\|44.88\|45.00\|43.91\|42277;2026-09-03\|49.40\|11.29\|45.08\|50.42\|44.92\|155221;2026-09-04\|48.33\|-2.17\|49.70\|52.20\|47.80\|113048;2026-09-07\|52.97\|9.60\|49.21\|53.35\|48.10\|146720;2026-09-08\|55.52\|4.81\|52.98\|58.86\|52.53\|186758;2026-09-09\|58.00\|4.47\|55.67\|59.38\|54.77\|152869;2026-09-10\|63.62\|9.69\|57.60\|67.67\|57.00\|214813;2026-09-11\|65.59\|3.10\|63.62\|67.60\|61.00\|207324;2026-09-14\|67.03\|2.20\|63.12\|68.58\|61.87\|178189;2026-09-15\|64.72\|-3.45\|66.00\|68.50\|64.33\|172156
114563	全球最大PPE树脂产区停产，PCB材料持续涨价	高速电连接器+PCB+AI服务器+回购行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年4月23日年报，公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货。 2、据2026年3月31日互动易，公司高速线缆主要为高速电连接器类线缆，已应用于AI服务器及数据中心服务器，并将持续跟踪高速互联、AIDC连接等领域技术演进。 3、据2026年4月1日公告，截至3月31日公司已累计回购172.71万股，占总股本0.41%，回购价32.29-38.36元/股，用于员工持股或股权激励，后续仍将择机继续实施。	公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货	2026-05-12\|54.18\|4.39\|51.21\|55.00\|50.42\|277901;2026-05-13\|53.12\|-1.96\|52.55\|56.79\|52.00\|337710;2026-05-14\|53.75\|1.19\|52.68\|55.81\|51.70\|301766;2026-05-15\|54.67\|1.71\|54.00\|55.87\|52.52\|282117;2026-05-18\|55.38\|1.30\|53.92\|56.00\|52.40\|278882;2026-05-19\|56.38\|1.81\|55.00\|57.24\|52.60\|278776;2026-05-20\|54.60\|-3.16\|55.80\|56.10\|53.08\|286964;2026-05-21\|50.95\|-6.68\|54.60\|55.23\|50.80\|304967;2026-05-22\|53.80\|5.59\|52.25\|54.29\|51.11\|243110;2026-05-25\|53.12\|-1.26\|54.00\|55.96\|52.10\|227710;2026-05-26\|55.01\|3.56\|53.10\|55.30\|51.87\|230917;2026-05-27\|52.85\|-3.93\|55.38\|57.75\|52.58\|210953;2026-05-28\|58.20\|10.12\|52.82\|59.16\|52.12\|357333;2026-05-29\|56.21\|-3.42\|59.11\|59.92\|55.68\|240059;2026-06-01\|53.81\|-3.86\|55.97\|56.88\|52.58\|234103;2026-06-02\|58.21\|8.18\|53.69\|59.20\|51.92\|324538;2026-06-03\|60.00\|3.08\|59.21\|61.90\|58.31\|360518;2026-06-04\|58.01\|-3.32\|58.90\|59.77\|57.16\|215528;2026-06-05\|59.13\|1.93\|57.00\|62.50\|56.48\|286866;2026-06-08\|57.35\|-3.01\|56.68\|60.37\|55.83\|261275;2026-06-09\|59.59\|3.91\|58.66\|60.10\|56.26\|240965;2026-06-10\|57.07\|-4.23\|58.06\|59.20\|56.00\|180002;2026-06-11\|54.34\|-4.78\|56.00\|57.81\|53.51\|217012;2026-06-12\|54.00\|-0.63\|55.51\|57.25\|53.65\|219314;2026-06-15\|61.22\|13.37\|54.50\|61.38\|53.36\|323030;2026-06-16\|63.89\|4.36\|62.46\|66.28\|61.92\|296172;2026-06-17\|66.31\|3.79\|62.74\|69.13\|62.50\|351246;2026-06-18\|72.19\|8.87\|66.25\|74.20\|66.00\|410623;2026-06-22\|68.56\|-5.03\|72.51\|73.50\|66.90\|341015;2026-06-23\|68.68\|0.17\|67.39\|70.89\|66.00\|249390;2026-06-24\|67.69\|-1.44\|68.00\|68.50\|64.03\|288710;2026-06-25\|66.86\|-1.23\|68.44\|68.70\|65.00\|223527;2026-06-26\|63.59\|-4.89\|66.00\|66.84\|63.00\|200657;2026-06-29\|56.05\|-11.86\|64.16\|64.50\|54.80\|365162;2026-06-30\|59.99\|7.03\|56.10\|60.50\|54.93\|256927;2026-07-01\|60.65\|1.10\|59.99\|62.98\|58.00\|236920;2026-07-02\|60.62\|-0.05\|58.17\|65.98\|57.51\|344469;2026-07-03\|64.50\|6.40\|62.00\|65.09\|59.81\|326104;2026-07-06\|62.85\|-2.56\|65.20\|65.65\|61.10\|359877;2026-07-07\|57.06\|-9.21\|62.00\|62.50\|56.73\|255384;2026-07-08\|54.59\|-4.33\|58.20\|58.46\|53.65\|179938;2026-07-09\|59.25\|8.54\|56.20\|59.42\|52.00\|248308;2026-07-10\|56.87\|-4.02\|59.50\|61.66\|56.70\|191167;2026-07-13\|50.08\|-11.94\|56.45\|57.55\|49.61\|210910;2026-07-14\|51.95\|3.73\|50.80\|53.23\|48.32\|179887;2026-07-15\|50.00\|-3.75\|52.96\|53.56\|49.60\|147514;2026-07-16\|48.94\|-2.12\|49.70\|51.65\|48.30\|126928;2026-07-17\|43.74\|-10.63\|48.30\|49.03\|43.00\|202031;2026-07-20\|38.82\|-11.25\|45.25\|46.13\|37.31\|299532;2026-07-21\|42.39\|9.20\|39.15\|42.40\|35.30\|251088;2026-07-22\|41.02\|-3.23\|42.03\|43.34\|40.58\|174836;2026-07-23\|40.73\|-0.71\|41.35\|43.26\|40.43\|174759;2026-07-24\|39.86\|-2.14\|40.29\|40.86\|38.60\|159758;2026-07-27\|42.14\|5.72\|40.00\|43.03\|39.98\|209049;2026-07-28\|39.18\|-7.02\|41.35\|41.58\|38.74\|150609;2026-07-29\|37.50\|-4.29\|39.19\|39.65\|36.67\|213744;2026-07-30\|35.15\|-6.27\|37.43\|37.65\|34.58\|213212;2026-07-31\|36.52\|3.90\|38.00\|38.47\|36.47\|188802;2026-08-03\|37.00\|1.31\|36.31\|37.17\|36.00\|132331;2026-08-04\|38.84\|4.97\|37.20\|39.12\|37.15\|151440;2026-08-05\|40.89\|5.28\|38.10\|41.67\|37.50\|210319;2026-08-06\|40.70\|-0.46\|40.03\|41.68\|39.58\|150400;2026-08-07\|42.19\|3.66\|40.86\|42.85\|39.89\|189129;2026-08-10\|40.87\|-3.13\|42.30\|42.88\|40.14\|173673;2026-08-11\|41.31\|1.08\|40.37\|42.10\|40.05\|149900;2026-08-12\|43.21\|4.60\|40.95\|44.14\|40.91\|196048;2026-08-13\|42.03\|-2.73\|43.39\|44.35\|42.03\|176851;2026-08-14\|42.64\|1.45\|42.78\|43.40\|42.20\|127259;2026-08-17\|51.17\|20.00\|43.40\|51.17\|43.40\|372372;2026-08-18\|55.35\|8.17\|53.02\|55.39\|52.90\|512047;2026-08-19\|48.98\|-11.51\|53.80\|54.30\|48.50\|425827;2026-08-20\|50.45\|3.00\|49.96\|52.49\|49.00\|322651;2026-08-21\|51.45\|1.98\|50.09\|53.38\|49.08\|323519;2026-08-24\|50.20\|-2.43\|51.45\|51.60\|48.30\|272611;2026-08-25\|51.30\|2.19\|48.78\|52.72\|48.78\|282700;2026-08-26\|50.18\|-2.18\|52.36\|52.75\|47.90\|284512;2026-08-27\|52.60\|4.82\|50.68\|53.75\|49.46\|318952;2026-08-28\|50.29\|-4.39\|52.62\|54.16\|50.16\|271497;2026-08-31\|49.87\|-0.84\|49.00\|50.66\|48.88\|224129;2026-09-01\|47.52\|-4.71\|49.87\|49.89\|47.00\|207795;2026-09-02\|46.31\|-2.55\|46.50\|46.88\|45.40\|168346;2026-09-03\|45.10\|-2.61\|46.53\|46.88\|44.60\|181050;2026-09-04\|43.00\|-4.66\|46.39\|47.07\|42.59\|230162;2026-09-07\|44.72\|4.00\|43.66\|45.46\|42.90\|208381;2026-09-08\|43.55\|-2.62\|44.50\|45.02\|43.34\|136107;2026-09-09\|43.48\|-0.16\|44.37\|45.15\|43.25\|118684;2026-09-10\|42.76\|-1.66\|43.14\|43.51\|42.38\|112167;2026-09-11\|42.35\|-0.96\|42.00\|42.80\|40.34\|167845;2026-09-14\|44.33\|4.68\|41.87\|44.66\|40.88\|180496;2026-09-15\|42.78\|-3.50\|43.64\|43.93\|42.60\|140326
114562	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+光模块+AI服务器+英伟达概念行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月23日互动易，公司已实现3300W、4200W及5500W等规格电源PCB产品的量产与稳定交付，主要面向台达电子等头部客户；针对英伟达Rubin平台，配合客户开发的800V高功率电源PCB产品目前处于样品测试阶段。 2、据2026年6月23日互动易，公司400G传统光模块PCB产品已获量产订单并持续排产，已具备非CPO型产品800G及1.6T光模块的量产能力，CPO型800G、1.6T及3.2T产品正积极推进技术验证与储备。 3、据2026年6月23日互动易，公司应用于存储产品已有技术储备，并已通过供应商准入，正在打样；据2026年6月23日互动易，公司主要产品为单/双面、多层高精密印制电路板，广泛应用于汽车电子、消费电子、数据中心/服务器等领域。	公司PCB产品主要应用于BMS控制模块、新能源电池控制单元(BCU)主控模块等	2026-05-12\|38.73\|-2.34\|39.70\|39.75\|38.21\|36646;2026-05-13\|39.31\|1.50\|38.57\|39.86\|38.22\|38154;2026-05-14\|37.11\|-5.60\|39.30\|39.35\|37.03\|55557;2026-05-15\|35.87\|-3.34\|37.19\|37.56\|35.20\|50165;2026-05-18\|36.57\|1.95\|36.00\|37.00\|35.33\|46477;2026-05-19\|36.56\|-0.03\|36.30\|36.66\|35.36\|40024;2026-05-20\|36.02\|-1.48\|36.40\|36.69\|35.54\|30440;2026-05-21\|34.59\|-3.97\|36.39\|37.29\|34.50\|55018;2026-05-22\|36.66\|5.98\|35.01\|36.97\|35.01\|57071;2026-05-25\|40.84\|11.40\|38.48\|41.97\|37.97\|133845;2026-05-26\|40.09\|-1.84\|40.77\|41.14\|39.32\|97174;2026-05-27\|39.21\|-2.20\|39.73\|41.60\|38.83\|68762;2026-05-28\|42.21\|7.65\|39.17\|42.60\|38.94\|111567;2026-05-29\|40.26\|-4.62\|42.21\|42.85\|39.90\|102673;2026-06-01\|39.45\|-2.01\|39.76\|41.22\|39.12\|66714;2026-06-02\|41.08\|4.13\|39.30\|42.00\|39.30\|104276;2026-06-03\|39.50\|-3.85\|41.02\|41.20\|38.77\|91713;2026-06-04\|39.86\|0.91\|38.79\|41.27\|38.76\|83925;2026-06-05\|39.81\|-0.13\|38.80\|41.08\|37.51\|77127;2026-06-08\|38.00\|-4.55\|38.18\|39.26\|37.18\|76747;2026-06-09\|38.64\|1.68\|38.79\|39.12\|37.30\|59331;2026-06-10\|37.04\|-4.14\|38.00\|39.20\|36.30\|64763;2026-06-11\|36.65\|-1.05\|36.68\|37.29\|35.50\|54277;2026-06-12\|35.71\|-2.56\|37.36\|38.88\|35.58\|80309;2026-06-15\|40.54\|13.53\|36.01\|41.34\|36.00\|108778;2026-06-16\|44.05\|8.66\|40.97\|44.80\|40.02\|153970;2026-06-17\|44.48\|0.98\|44.08\|45.68\|43.62\|98369;2026-06-18\|46.97\|5.60\|44.58\|47.93\|44.10\|111758;2026-06-22\|48.49\|3.24\|47.21\|51.01\|46.57\|120847;2026-06-23\|45.62\|-5.92\|48.00\|48.14\|45.10\|81443;2026-06-24\|54.74\|19.99\|46.77\|54.74\|46.77\|68844;2026-06-25\|56.53\|3.27\|56.96\|58.70\|54.65\|230430;2026-06-26\|55.20\|-2.35\|56.50\|56.50\|51.67\|158888;2026-06-29\|50.99\|-7.63\|53.01\|54.05\|48.76\|116715;2026-06-30\|52.52\|3.00\|50.41\|52.98\|50.00\|104823;2026-07-01\|49.94\|-4.91\|51.88\|52.78\|49.21\|104107;2026-07-02\|48.56\|-2.76\|48.23\|50.70\|47.59\|73245;2026-07-03\|48.60\|0.08\|48.86\|50.63\|47.27\|83111;2026-07-06\|45.06\|-7.28\|48.49\|49.00\|44.23\|71325;2026-07-07\|43.80\|-2.80\|45.55\|46.51\|43.22\|42411;2026-07-08\|41.74\|-4.70\|44.14\|44.35\|41.22\|38167;2026-07-09\|44.13\|6.80\|43.00\|45.87\|42.35\|93316;2026-07-10\|41.02\|-7.05\|44.02\|44.50\|41.02\|83847;2026-07-13\|36.46\|-11.12\|40.50\|40.87\|36.29\|64331;2026-07-14\|38.00\|4.22\|36.88\|38.88\|35.80\|64592;2026-07-15\|36.27\|-4.55\|38.38\|39.79\|36.03\|58923;2026-07-16\|34.67\|-4.41\|35.48\|36.56\|34.38\|52367;2026-07-17\|30.75\|-11.31\|34.68\|34.77\|30.50\|69660;2026-07-20\|26.86\|-12.65\|31.37\|31.68\|26.00\|78322;2026-07-21\|29.38\|9.38\|27.00\|29.50\|24.35\|86541;2026-07-22\|28.95\|-1.46\|28.70\|30.20\|28.50\|70733;2026-07-23\|28.97\|0.07\|29.25\|30.25\|28.50\|62138;2026-07-24\|27.80\|-4.04\|28.55\|29.06\|27.60\|55554;2026-07-27\|29.20\|5.04\|27.89\|29.27\|27.52\|43977;2026-07-28\|27.85\|-4.62\|28.79\|29.28\|27.60\|46150;2026-07-29\|27.72\|-0.47\|27.87\|28.25\|26.56\|49111;2026-07-30\|26.35\|-4.94\|27.57\|27.94\|26.20\|45924;2026-07-31\|27.57\|4.63\|28.51\|29.05\|27.53\|59731;2026-08-03\|27.98\|1.49\|27.59\|28.08\|27.21\|36970;2026-08-04\|30.42\|8.72\|28.29\|30.50\|28.29\|57921;2026-08-05\|31.50\|3.55\|29.90\|31.99\|29.61\|74525;2026-08-06\|32.54\|3.30\|31.18\|32.71\|31.00\|60733;2026-08-07\|34.93\|7.34\|32.20\|35.47\|32.20\|79911;2026-08-10\|34.21\|-2.06\|34.81\|35.30\|33.35\|62690;2026-08-11\|33.70\|-1.49\|33.85\|34.60\|33.25\|37922;2026-08-12\|34.85\|3.41\|33.50\|35.09\|33.50\|44265;2026-08-13\|34.23\|-1.78\|35.42\|36.19\|34.21\|39779;2026-08-14\|35.52\|3.77\|34.73\|35.53\|34.45\|42120;2026-08-17\|38.37\|8.02\|35.72\|38.45\|35.55\|63785;2026-08-18\|38.38\|0.03\|38.02\|38.69\|37.17\|67775;2026-08-19\|35.63\|-7.17\|37.50\|37.73\|35.38\|62614;2026-08-20\|36.50\|2.44\|36.18\|37.18\|35.94\|52434;2026-08-21\|36.64\|0.38\|35.91\|37.49\|35.51\|43268;2026-08-24\|35.41\|-3.36\|36.50\|36.64\|34.39\|47352;2026-08-25\|35.92\|1.44\|34.81\|36.18\|34.17\|35042;2026-08-26\|36.23\|0.86\|36.64\|37.42\|35.60\|43770;2026-08-27\|37.57\|3.70\|36.07\|37.71\|36.07\|45579;2026-08-28\|37.52\|-0.13\|37.50\|38.39\|37.07\|37075;2026-08-31\|39.24\|4.58\|36.65\|39.25\|36.33\|52343;2026-09-01\|39.09\|-0.38\|39.25\|39.80\|38.38\|40457;2026-09-02\|38.57\|-1.33\|38.89\|38.90\|38.13\|29222;2026-09-03\|39.46\|2.31\|38.87\|39.96\|38.50\|48213;2026-09-04\|38.58\|-2.23\|39.59\|40.20\|38.11\|45093;2026-09-07\|41.33\|7.13\|38.62\|41.58\|38.58\|65076;2026-09-08\|42.59\|3.05\|41.00\|43.80\|40.92\|82515;2026-09-09\|46.85\|10.00\|43.00\|47.75\|42.30\|116805;2026-09-10\|47.94\|2.33\|47.64\|49.95\|46.68\|118905;2026-09-11\|48.64\|1.46\|48.11\|49.42\|46.20\|106106;2026-09-14\|58.37\|20.00\|47.56\|58.37\|46.08\|165919;2026-09-15\|61.90\|6.05\|61.92\|64.88\|60.34\|213793
114561	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273;2026-09-15\|344.30\|4.55\|329.33\|359.00\|329.33\|73850
114560	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+江西产能行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月12日机构调研，公司自主开发的聚苯醚树脂PPO具有极好的介电性能，已通过部分客户认证测试，正在积极商业化推广中。 2、据2025年6月27日招股说明书及2026年6月3日互动易，公司主营覆铜板用电子树脂，已进入建滔集团、生益科技、南亚新材等全球知名覆铜板厂商供应链。 3、据2026年5月12日机构调研，全资子公司江西同宇自2024年7月投产后产销量快速增长，2025年销售数量达28,819.93吨，同比增长633.23%，产能持续爬坡。	2025-07上市	2026-05-12\|260.99\|1.16\|257.20\|262.20\|251.21\|12420;2026-05-13\|270.91\|3.80\|257.91\|279.58\|254.99\|22046;2026-05-14\|262.30\|-3.18\|268.21\|273.34\|258.00\|17200;2026-05-15\|253.95\|-3.18\|267.01\|278.40\|250.71\|15555;2026-05-18\|256.11\|0.85\|251.00\|262.80\|250.70\|12124;2026-05-19\|260.82\|1.84\|253.00\|261.52\|247.58\|11599;2026-05-20\|265.82\|1.92\|260.50\|268.68\|256.12\|12136;2026-05-21\|246.80\|-7.16\|265.88\|273.20\|246.68\|14122;2026-05-22\|264.51\|7.18\|252.66\|269.37\|251.74\|16139;2026-05-25\|262.60\|-0.72\|269.80\|273.37\|260.52\|12491;2026-05-26\|261.45\|-0.44\|263.78\|267.84\|255.22\|13928;2026-05-27\|271.50\|3.84\|272.51\|289.00\|262.21\|21593;2026-05-28\|286.50\|5.52\|268.00\|288.88\|268.00\|23077;2026-05-29\|254.93\|-11.02\|281.34\|287.70\|252.41\|25069;2026-06-01\|244.80\|-3.97\|254.55\|259.79\|242.31\|14169;2026-06-02\|256.52\|4.79\|246.29\|259.78\|240.00\|14011;2026-06-03\|245.00\|-4.49\|257.21\|265.88\|241.50\|17608;2026-06-04\|246.13\|0.46\|241.46\|250.60\|241.01\|11177;2026-06-05\|239.01\|-2.89\|243.67\|245.45\|228.00\|13687;2026-06-08\|230.56\|-3.54\|233.82\|240.40\|226.88\|11016;2026-06-09\|276.67\|20.00\|254.00\|276.67\|252.64\|23840;2026-06-10\|299.50\|8.25\|282.02\|315.96\|282.02\|42152;2026-06-11\|304.22\|1.58\|295.06\|311.04\|286.00\|34547;2026-06-12\|279.01\|-8.29\|295.00\|303.66\|277.33\|29327;2026-06-15\|320.66\|14.93\|284.04\|327.40\|283.76\|32822;2026-06-16\|334.50\|4.32\|314.25\|350.08\|307.00\|34375;2026-06-17\|353.88\|5.79\|325.00\|355.50\|323.36\|29725;2026-06-18\|402.31\|13.69\|350.18\|412.19\|347.80\|30275;2026-06-22\|412.00\|2.41\|408.99\|445.00\|400.00\|30181;2026-06-23\|386.49\|-6.19\|401.05\|407.99\|383.67\|20437;2026-06-24\|399.75\|3.43\|383.81\|406.04\|381.00\|20027;2026-06-25\|279.99\|-1.40\|284.76\|287.76\|272.00\|27183;2026-06-26\|265.88\|-5.04\|274.00\|279.99\|261.00\|27497;2026-06-29\|242.22\|-8.90\|269.69\|269.77\|233.43\|29376;2026-06-30\|250.16\|3.28\|241.98\|253.00\|238.00\|20394;2026-07-01\|244.50\|-2.26\|250.16\|254.31\|241.68\|18225;2026-07-02\|232.28\|-5.00\|235.56\|244.99\|231.11\|16755;2026-07-03\|224.32\|-3.43\|230.00\|233.28\|223.17\|13761;2026-07-06\|232.80\|3.78\|230.01\|262.00\|229.68\|27935;2026-07-07\|230.54\|-0.97\|231.01\|238.29\|226.02\|19962;2026-07-08\|219.70\|-4.70\|235.00\|236.40\|218.00\|18394;2026-07-09\|226.30\|3.00\|224.10\|226.95\|212.26\|17835;2026-07-10\|215.80\|-4.64\|229.00\|238.61\|215.55\|19066;2026-07-13\|203.76\|-5.58\|215.16\|219.97\|203.11\|16856;2026-07-14\|219.80\|7.87\|204.90\|223.00\|202.59\|20483;2026-07-15\|208.00\|-5.37\|220.86\|221.85\|206.88\|12916;2026-07-16\|198.04\|-4.79\|208.01\|213.31\|195.58\|14229;2026-07-17\|181.18\|-8.51\|196.00\|198.00\|177.59\|13695;2026-07-20\|154.39\|-14.79\|186.00\|187.00\|151.50\|21647;2026-07-21\|170.67\|10.54\|158.96\|170.84\|140.60\|23012;2026-07-22\|161.87\|-5.16\|165.04\|171.99\|161.00\|15986;2026-07-23\|162.12\|0.15\|163.15\|167.53\|159.38\|11321;2026-07-24\|160.44\|-1.04\|159.60\|170.84\|157.01\|14865;2026-07-27\|169.46\|5.62\|162.67\|169.60\|160.46\|15050;2026-07-28\|156.16\|-7.85\|164.97\|167.79\|155.34\|16565;2026-07-29\|152.61\|-2.27\|156.29\|157.00\|145.50\|15647;2026-07-30\|144.70\|-5.18\|151.00\|153.26\|139.39\|14735;2026-07-31\|149.90\|3.59\|156.00\|160.99\|149.70\|18807;2026-08-03\|142.00\|-5.27\|148.60\|148.88\|141.31\|11902;2026-08-04\|153.70\|8.24\|143.82\|154.47\|142.11\|16828;2026-08-05\|164.81\|7.23\|151.40\|165.57\|150.96\|18296;2026-08-06\|166.20\|0.84\|160.99\|169.87\|159.60\|14728;2026-08-07\|175.33\|5.49\|166.02\|177.60\|164.00\|19337;2026-08-10\|173.61\|-0.98\|175.65\|176.88\|169.00\|13544;2026-08-11\|171.54\|-1.19\|171.22\|175.36\|169.00\|9882;2026-08-12\|175.63\|2.38\|169.44\|177.88\|169.44\|10962;2026-08-13\|172.20\|-1.95\|177.80\|181.28\|172.20\|11997;2026-08-14\|176.80\|2.67\|174.38\|178.95\|173.00\|12651;2026-08-17\|184.35\|4.27\|176.44\|184.85\|176.44\|15424;2026-08-18\|181.77\|-1.40\|184.18\|188.99\|178.82\|13399;2026-08-19\|167.11\|-8.07\|175.00\|179.50\|165.10\|13724;2026-08-20\|167.25\|0.08\|168.24\|171.80\|165.67\|9000;2026-08-21\|166.22\|-0.62\|164.38\|168.94\|162.02\|9270;2026-08-24\|161.93\|-2.58\|166.22\|166.22\|156.08\|10857;2026-08-25\|164.01\|1.28\|160.00\|165.34\|154.60\|11416;2026-08-26\|196.81\|20.00\|196.39\|196.81\|188.68\|44772;2026-08-27\|208.63\|6.01\|203.87\|213.54\|191.01\|51319;2026-08-28\|198.00\|-5.10\|209.15\|212.88\|198.00\|30481;2026-08-31\|205.18\|3.63\|195.00\|209.91\|193.02\|30799;2026-09-01\|195.15\|-4.89\|204.46\|204.99\|193.50\|21966;2026-09-02\|191.50\|-1.87\|192.45\|198.92\|191.40\|17584;2026-09-03\|191.06\|-0.23\|194.86\|198.00\|187.51\|15810;2026-09-04\|180.02\|-5.78\|191.99\|194.29\|178.21\|19405;2026-09-07\|190.41\|5.77\|184.00\|191.51\|181.01\|18163;2026-09-08\|184.68\|-3.01\|189.00\|191.11\|183.68\|12281;2026-09-09\|191.00\|3.42\|187.25\|194.88\|185.12\|18082;2026-09-10\|189.50\|-0.79\|188.20\|195.00\|187.37\|15631;2026-09-11\|184.78\|-2.49\|184.77\|188.55\|170.26\|18410;2026-09-14\|183.61\|-0.63\|175.60\|185.90\|173.32\|16293;2026-09-15\|197.57\|7.60\|180.81\|202.32\|180.81\|26353
114559	全球最大PPE树脂产区停产，PCB材料持续涨价	一季度预增+人形机器人+数控刀具 1、据2026年3月28日公告，公司预计2026年第一季度归母净利润1.8–2.2亿元，同比增长2248.89%–2770.86%，因数控刀片及刀具产业园产能利用率提升、产品提价，毛利率与净利率同比显著改善。 2、据2025年5月28日互动易，公司旋风铣刀具、齿轮滚刀已小批量供货人形机器人丝杠、减速器等核心部件。 3、据2025年年度报告及2025年9月投资者关系纪要，公司主营数控刀片、整体硬质合金刀具及锯齿刀片，锯齿刀片产量国内最大，并持续向航空航天、新能源装备等高端领域拓展。	1、公司拟斥资4.25亿元控股永鑫精工，延伸PCB刀具产业链布局； 2、公司开发的旋风铣刀具、齿轮的滚齿刀具等是机器人传动系统核心部件的关键加工工具，适配滚珠丝杠、行星滚柱丝杠等高精度丝杠以及高精密齿轮的加工需求	2026-05-12\|108.21\|9.78\|98.45\|111.11\|94.00\|200397;2026-05-13\|112.58\|4.04\|104.34\|116.42\|104.10\|147701;2026-05-14\|108.30\|-3.80\|110.53\|114.80\|107.81\|93186;2026-05-15\|110.65\|2.17\|110.00\|114.11\|106.00\|99901;2026-05-18\|113.08\|2.20\|108.81\|113.94\|107.98\|91892;2026-05-19\|113.12\|0.04\|112.99\|114.00\|102.08\|104070;2026-05-20\|110.80\|-2.05\|119.39\|125.00\|107.52\|201818;2026-05-21\|114.00\|2.89\|109.00\|121.88\|106.88\|194050;2026-05-22\|132.00\|15.79\|116.00\|136.20\|115.33\|228363;2026-05-25\|132.13\|0.10\|136.99\|138.01\|124.03\|217080;2026-05-26\|139.88\|5.87\|126.00\|149.89\|121.45\|226666;2026-05-27\|145.20\|3.80\|134.02\|150.48\|134.02\|165751;2026-05-28\|157.55\|8.51\|145.00\|160.88\|139.86\|148033;2026-05-29\|147.15\|-6.60\|157.19\|170.88\|145.35\|161117;2026-06-01\|135.11\|-8.18\|143.54\|146.00\|133.23\|135276;2026-06-02\|138.58\|2.57\|135.87\|142.55\|132.00\|110470;2026-06-03\|148.00\|6.80\|135.87\|157.16\|135.00\|136615;2026-06-04\|159.75\|7.94\|144.20\|162.80\|144.20\|124152;2026-06-05\|151.83\|-4.96\|155.00\|163.78\|148.23\|106328;2026-06-08\|147.60\|-2.79\|136.00\|158.41\|136.00\|104064;2026-06-09\|155.29\|5.21\|151.28\|157.59\|143.58\|99097;2026-06-10\|139.02\|-10.48\|152.50\|152.99\|138.11\|109960;2026-06-11\|142.00\|2.14\|137.02\|143.80\|133.11\|97220;2026-06-12\|140.53\|-1.04\|145.99\|151.48\|139.51\|98736;2026-06-15\|162.01\|15.29\|145.00\|165.00\|141.80\|145274;2026-06-16\|164.95\|1.81\|164.00\|170.71\|156.99\|144759;2026-06-17\|174.47\|5.77\|160.01\|178.38\|160.01\|121193;2026-06-18\|188.56\|8.08\|170.28\|193.58\|169.00\|118100;2026-06-22\|200.73\|6.45\|194.00\|211.37\|183.50\|144124;2026-06-23\|180.28\|-10.19\|195.71\|195.82\|177.00\|116242;2026-06-24\|184.50\|2.34\|179.14\|187.58\|176.10\|92632;2026-06-25\|192.50\|4.34\|185.00\|197.69\|179.57\|94384;2026-06-26\|187.66\|-2.51\|190.00\|192.10\|177.50\|81792;2026-06-29\|176.80\|-5.79\|180.67\|187.77\|163.10\|92596;2026-06-30\|181.81\|2.83\|175.05\|187.00\|170.39\|80397;2026-07-01\|183.20\|0.76\|189.00\|192.08\|178.82\|92603;2026-07-02\|176.92\|-3.43\|170.05\|192.00\|165.30\|114408;2026-07-03\|172.00\|-2.78\|171.00\|186.00\|165.10\|93539;2026-07-06\|150.32\|-12.60\|174.40\|175.80\|147.77\|135705;2026-07-07\|145.55\|-3.17\|148.18\|152.50\|143.30\|86273;2026-07-08\|137.76\|-5.35\|147.00\|151.00\|137.41\|84359;2026-07-09\|144.62\|4.98\|140.31\|145.31\|135.02\|93460;2026-07-10\|133.00\|-8.03\|145.10\|150.95\|133.00\|109193;2026-07-13\|116.39\|-12.49\|129.00\|134.00\|116.00\|137862;2026-07-14\|126.05\|8.30\|118.72\|127.70\|115.04\|116325;2026-07-15\|115.85\|-8.09\|127.49\|130.91\|115.26\|90577;2026-07-16\|111.82\|-3.48\|114.00\|120.49\|109.36\|81403;2026-07-17\|107.00\|-4.31\|111.00\|118.82\|105.29\|145218;2026-07-20\|85.60\|-20.00\|110.00\|112.47\|85.60\|180988;2026-07-21\|101.68\|18.79\|86.04\|101.73\|75.11\|186571;2026-07-22\|96.00\|-5.35\|100.00\|103.39\|95.35\|141744;2026-07-23\|97.09\|1.14\|98.83\|104.83\|96.00\|104046;2026-07-24\|92.01\|-5.23\|94.39\|97.10\|91.30\|73569;2026-07-27\|96.54\|4.92\|92.09\|97.28\|89.89\|87751;2026-07-28\|86.43\|-10.47\|92.00\|95.14\|86.00\|84725;2026-07-29\|86.20\|-0.27\|87.29\|88.34\|81.50\|88670;2026-07-30\|78.00\|-9.51\|84.67\|85.71\|75.82\|105829;2026-07-31\|82.49\|5.76\|86.11\|90.85\|82.19\|107631;2026-08-03\|79.78\|-3.29\|81.11\|84.00\|78.50\|88525;2026-08-04\|86.97\|9.01\|81.00\|87.49\|79.88\|99029;2026-08-05\|95.30\|9.58\|84.00\|96.38\|83.83\|141908;2026-08-06\|99.46\|4.37\|92.98\|102.50\|92.09\|155493;2026-08-07\|102.56\|3.12\|99.02\|105.91\|96.73\|181537;2026-08-10\|103.64\|1.05\|104.00\|105.00\|99.58\|125445;2026-08-11\|100.87\|-2.67\|101.03\|102.59\|97.40\|108607;2026-08-12\|102.50\|1.62\|100.51\|103.20\|99.58\|92182;2026-08-13\|99.50\|-2.93\|104.55\|105.40\|99.44\|94680;2026-08-14\|101.10\|1.61\|100.00\|101.98\|98.10\|74845;2026-08-17\|107.82\|6.65\|102.00\|107.95\|100.00\|115379;2026-08-18\|107.30\|-0.48\|107.05\|110.80\|105.20\|103400;2026-08-19\|94.48\|-11.95\|102.44\|103.48\|93.17\|122075;2026-08-20\|95.43\|1.01\|96.38\|99.80\|94.60\|90256;2026-08-21\|97.28\|1.94\|95.19\|99.76\|94.32\|67110;2026-08-24\|94.10\|-3.27\|96.85\|98.88\|90.50\|71109;2026-08-25\|92.76\|-1.42\|93.84\|94.78\|88.44\|64410;2026-08-26\|91.50\|-1.36\|95.00\|96.50\|90.60\|120742;2026-08-27\|101.62\|11.06\|93.00\|102.99\|91.01\|165358;2026-08-28\|100.10\|-1.50\|101.50\|103.98\|99.70\|115321;2026-08-31\|101.51\|1.41\|96.73\|101.81\|96.50\|87041;2026-09-01\|90.50\|-10.85\|98.02\|98.10\|90.50\|153948;2026-09-02\|86.78\|-4.11\|88.01\|88.47\|85.17\|79607;2026-09-03\|87.70\|1.06\|88.50\|89.27\|86.38\|61326;2026-09-04\|84.18\|-4.01\|89.20\|89.74\|82.99\|73095;2026-09-07\|87.51\|3.96\|85.66\|88.80\|85.09\|76388;2026-09-08\|85.91\|-1.83\|88.10\|88.50\|85.16\|76855;2026-09-09\|85.80\|-0.13\|86.39\|87.30\|85.16\|50529;2026-09-10\|84.52\|-1.49\|85.00\|86.88\|84.00\|46420;2026-09-11\|83.34\|-1.40\|83.00\|84.50\|80.29\|60836;2026-09-14\|84.09\|0.90\|81.86\|85.87\|80.49\|58752;2026-09-15\|85.25\|1.38\|84.00\|88.12\|84.00\|76858
114558	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：全球最大PPE树脂产区停产推升PCB材料价格，公司高温高延伸铜箔适配AI服务器高频高速PCB需求；涨停缘由：标准铜箔广泛用于PCB制造，江西赣州龙南子公司布局高端铜箔，高温高延伸铜箔满足AI服务器高密度互连PCB要求；资金逻辑：AI服务器硬件链补涨行情启动，铜箔作为关键基材获资金关注，融资余额环比增长，量能显著放大；风险提示：铜价波动影响毛利，高端铜箔良率与客户认证进度存在不确定性，AI服务器订单放量节奏尚待观察	公司标准铜箔产品用于 PCB 制造，在江西赣州龙南设立子公司布局高端铜箔领域，可应用于AI服务器的PCB；研发的高温高延伸铜箔，可满足常规及高密度互连印刷电路板需求	2026-05-12\|48.63\|1.69\|47.87\|49.20\|46.33\|405462;2026-05-13\|49.05\|0.86\|47.89\|51.06\|46.80\|389934;2026-05-14\|46.50\|-5.20\|49.00\|49.18\|45.88\|418718;2026-05-15\|44.71\|-3.85\|46.58\|46.96\|44.24\|276421;2026-05-18\|45.10\|0.87\|44.02\|46.45\|43.75\|210523;2026-05-19\|45.30\|0.44\|44.80\|45.50\|43.41\|195385;2026-05-20\|46.35\|2.32\|44.99\|46.85\|44.22\|238100;2026-05-21\|42.64\|-8.00\|46.58\|46.83\|42.46\|288837;2026-05-22\|44.80\|5.07\|42.70\|45.38\|42.64\|237007;2026-05-25\|44.60\|-0.45\|45.18\|46.16\|43.79\|224692;2026-05-26\|46.39\|4.01\|44.70\|46.77\|43.50\|347078;2026-05-27\|44.31\|-4.48\|46.42\|46.50\|43.83\|250275;2026-05-28\|47.07\|6.23\|44.49\|47.79\|43.52\|405659;2026-05-29\|48.75\|3.57\|47.50\|51.25\|47.50\|534625;2026-06-01\|45.80\|-6.05\|48.99\|49.43\|45.78\|397691;2026-06-02\|47.54\|3.80\|46.01\|48.31\|44.61\|347842;2026-06-03\|48.28\|1.56\|47.20\|50.24\|46.03\|371976;2026-06-04\|46.57\|-3.54\|47.16\|48.25\|46.28\|326846;2026-06-05\|45.04\|-3.29\|46.02\|47.31\|44.48\|310393;2026-06-08\|43.45\|-3.53\|42.53\|45.38\|41.50\|267133;2026-06-09\|48.96\|12.68\|44.38\|49.19\|44.02\|456892;2026-06-10\|50.80\|3.76\|48.88\|52.10\|48.23\|487234;2026-06-11\|52.15\|2.66\|50.00\|52.45\|49.52\|366804;2026-06-12\|57.87\|10.97\|53.00\|60.60\|52.76\|652528;2026-06-15\|66.79\|15.41\|59.62\|67.36\|59.00\|632965;2026-06-16\|70.90\|6.15\|67.93\|71.80\|66.00\|595715;2026-06-17\|47.45\|-3.02\|46.59\|51.15\|46.59\|957529;2026-06-18\|47.18\|-0.57\|46.50\|48.96\|45.35\|734360;2026-06-22\|47.30\|0.25\|47.01\|48.70\|45.75\|650471;2026-06-23\|42.77\|-9.58\|46.51\|46.80\|42.30\|726911;2026-06-24\|44.85\|4.86\|42.83\|45.27\|42.73\|566965;2026-06-25\|45.19\|0.76\|44.59\|46.20\|43.11\|494614;2026-06-26\|42.45\|-6.06\|44.65\|45.06\|42.08\|434346;2026-06-29\|40.49\|-4.62\|42.17\|43.78\|39.24\|442369;2026-06-30\|44.00\|8.67\|40.70\|44.51\|40.00\|475727;2026-07-01\|41.84\|-4.91\|43.99\|45.44\|41.48\|609638;2026-07-02\|40.33\|-3.61\|40.85\|42.68\|39.47\|427208;2026-07-03\|39.27\|-2.63\|40.10\|41.53\|39.16\|399205;2026-07-06\|38.26\|-2.57\|39.51\|40.88\|37.87\|345218;2026-07-07\|36.82\|-3.76\|38.17\|38.88\|36.31\|321199;2026-07-08\|35.00\|-4.94\|37.42\|37.50\|35.00\|335498;2026-07-09\|34.97\|-0.09\|35.18\|35.68\|32.90\|404354;2026-07-10\|33.61\|-3.89\|35.37\|36.80\|33.60\|441353;2026-07-13\|30.75\|-8.51\|33.60\|33.78\|30.40\|399313;2026-07-14\|33.96\|10.44\|31.08\|34.23\|30.30\|579725;2026-07-15\|33.62\|-1.00\|34.00\|34.82\|33.00\|481111;2026-07-16\|32.30\|-3.93\|32.00\|34.10\|31.39\|496219;2026-07-17\|28.75\|-10.99\|32.50\|32.70\|28.41\|491132;2026-07-20\|24.08\|-16.24\|29.32\|29.72\|23.05\|656617;2026-07-21\|26.70\|10.88\|24.88\|26.86\|21.93\|601074;2026-07-22\|25.35\|-5.06\|26.40\|27.16\|25.10\|456778;2026-07-23\|25.38\|0.12\|25.50\|26.36\|24.90\|374848;2026-07-24\|24.26\|-4.41\|24.80\|25.20\|24.04\|303215;2026-07-27\|25.36\|4.53\|24.40\|25.48\|24.24\|288743;2026-07-28\|23.73\|-6.43\|24.70\|25.44\|23.54\|273265;2026-07-29\|23.70\|-0.13\|23.66\|23.95\|22.66\|328894;2026-07-30\|22.40\|-5.49\|23.50\|23.86\|22.02\|342344;2026-07-31\|23.05\|2.90\|23.82\|24.88\|23.03\|369714;2026-08-03\|22.90\|-0.65\|22.80\|23.55\|22.60\|273354;2026-08-04\|24.85\|8.52\|23.23\|25.16\|22.91\|368529;2026-08-05\|26.25\|5.63\|24.61\|26.64\|24.51\|392588;2026-08-06\|26.40\|0.57\|25.75\|26.94\|25.53\|334043;2026-08-07\|28.80\|9.09\|26.60\|29.98\|26.41\|602476;2026-08-10\|28.05\|-2.60\|29.22\|29.36\|27.43\|460052;2026-08-11\|27.65\|-1.43\|27.80\|28.39\|27.43\|289177;2026-08-12\|28.18\|1.92\|27.69\|28.56\|27.60\|239833;2026-08-13\|28.13\|-0.18\|28.38\|29.26\|28.02\|326609;2026-08-14\|29.04\|3.23\|28.30\|29.25\|28.28\|288922;2026-08-17\|31.15\|7.27\|29.32\|31.17\|29.32\|365186;2026-08-18\|30.47\|-2.18\|31.00\|31.33\|29.90\|285318;2026-08-19\|28.53\|-6.37\|29.40\|30.22\|28.22\|326374;2026-08-20\|28.09\|-1.54\|28.89\|29.06\|27.80\|282016;2026-08-21\|29.68\|5.66\|27.90\|29.94\|27.66\|308968;2026-08-24\|29.78\|0.34\|30.18\|30.32\|28.59\|294561;2026-08-25\|28.31\|-4.94\|28.95\|29.02\|27.62\|380541;2026-08-26\|27.74\|-2.01\|28.50\|28.50\|27.15\|337545;2026-08-27\|29.32\|5.70\|27.90\|29.44\|27.51\|355435;2026-08-28\|28.64\|-2.32\|29.57\|29.85\|28.57\|282388;2026-08-31\|30.08\|5.03\|28.11\|30.50\|28.11\|411184;2026-09-01\|28.61\|-4.89\|30.07\|30.38\|28.56\|343952;2026-09-02\|27.96\|-2.27\|28.12\|28.25\|27.63\|225077;2026-09-03\|28.07\|0.39\|28.30\|28.49\|27.65\|205721;2026-09-04\|26.97\|-3.92\|28.36\|28.94\|26.76\|309951;2026-09-07\|27.74\|2.85\|27.40\|28.10\|26.88\|293989;2026-09-08\|27.18\|-2.02\|27.61\|28.05\|26.92\|247383;2026-09-09\|27.30\|0.44\|27.23\|28.11\|27.16\|220606;2026-09-10\|27.60\|1.10\|27.04\|28.49\|26.71\|275843;2026-09-11\|26.95\|-2.36\|27.16\|27.37\|25.80\|308548;2026-09-14\|27.34\|1.45\|26.76\|27.65\|26.06\|240417;2026-09-15\|27.83\|1.79\|27.34\|28.75\|27.15\|302002
114557	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-05-12\|93.88\|1.09\|92.00\|95.05\|90.82\|399156;2026-05-13\|102.16\|8.82\|92.00\|105.49\|90.20\|431117;2026-05-14\|93.88\|-8.10\|96.06\|99.68\|93.75\|477760;2026-05-15\|91.71\|-2.31\|95.12\|95.50\|89.15\|384550;2026-05-18\|96.81\|5.56\|92.40\|99.89\|90.08\|352086;2026-05-19\|100.39\|3.70\|97.03\|102.23\|96.50\|317858;2026-05-20\|109.60\|9.17\|100.00\|111.37\|97.11\|362750;2026-05-21\|98.25\|-10.36\|109.99\|111.89\|97.87\|400212;2026-05-22\|108.50\|10.43\|98.25\|112.99\|98.25\|399309;2026-05-25\|108.28\|-0.20\|110.60\|113.90\|105.19\|345281;2026-05-26\|107.32\|-0.80\|106.00\|110.00\|102.77\|333655;2026-05-27\|105.30\|-1.88\|110.99\|111.68\|103.60\|322245;2026-05-28\|119.52\|13.50\|105.97\|124.00\|103.50\|546635;2026-05-29\|125.62\|5.10\|119.59\|135.70\|118.51\|538267;2026-06-01\|128.53\|2.32\|124.00\|132.29\|118.00\|467381;2026-06-02\|127.02\|-1.17\|125.00\|128.87\|118.89\|455962;2026-06-03\|124.53\|-1.96\|120.95\|129.29\|117.20\|471448;2026-06-04\|122.31\|-1.78\|121.02\|124.61\|115.50\|365813;2026-06-05\|119.50\|-2.30\|117.73\|125.00\|115.10\|340890;2026-06-08\|123.08\|3.00\|111.58\|127.10\|111.58\|343871;2026-06-09\|136.80\|11.15\|128.00\|138.87\|125.00\|394528;2026-06-10\|137.10\|0.22\|132.58\|140.55\|129.59\|333692;2026-06-11\|133.57\|-2.57\|137.00\|139.39\|129.66\|339977;2026-06-12\|138.26\|3.51\|139.00\|148.26\|135.23\|397681;2026-06-15\|161.07\|16.50\|144.00\|162.20\|143.87\|370062;2026-06-16\|169.63\|5.31\|161.00\|178.88\|159.08\|419966;2026-06-17\|162.80\|-4.03\|166.00\|175.75\|156.80\|476453;2026-06-18\|160.90\|-1.17\|158.00\|164.90\|154.66\|357602;2026-06-22\|164.12\|2.00\|164.10\|171.58\|154.02\|421351;2026-06-23\|140.08\|-14.65\|162.00\|162.00\|138.78\|514797;2026-06-24\|144.00\|2.80\|142.88\|148.55\|141.16\|403920;2026-06-25\|152.55\|5.94\|143.00\|155.56\|140.33\|384122;2026-06-26\|155.30\|1.80\|147.07\|156.22\|143.53\|391004;2026-06-29\|139.45\|-10.21\|155.00\|161.50\|133.03\|446118;2026-06-30\|143.85\|3.16\|141.96\|146.30\|138.21\|358608;2026-07-01\|155.02\|7.76\|141.50\|164.38\|141.41\|475018;2026-07-02\|145.61\|-6.07\|145.69\|161.97\|139.80\|344887;2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971;2026-07-13\|103.36\|-11.29\|116.18\|118.00\|102.38\|349345;2026-07-14\|115.00\|11.26\|104.41\|115.00\|102.80\|286634;2026-07-15\|111.80\|-2.78\|118.66\|121.66\|110.70\|266015;2026-07-16\|107.00\|-4.29\|110.06\|114.07\|105.00\|218844;2026-07-17\|96.22\|-10.07\|106.53\|106.53\|94.57\|225884;2026-07-20\|76.98\|-20.00\|98.14\|99.00\|76.98\|485116;2026-07-21\|84.48\|9.74\|78.21\|84.80\|65.77\|482627;2026-07-22\|80.10\|-5.18\|84.46\|88.88\|79.34\|370219;2026-07-23\|78.80\|-1.62\|81.54\|84.78\|78.10\|246716;2026-07-24\|75.48\|-4.21\|77.70\|79.05\|74.70\|219725;2026-07-27\|81.50\|7.98\|76.83\|81.50\|74.93\|238825;2026-07-28\|72.45\|-11.10\|78.53\|79.90\|71.42\|256838;2026-07-29\|70.32\|-2.94\|71.73\|73.51\|66.21\|282743;2026-07-30\|63.92\|-9.10\|70.01\|70.18\|62.40\|281612;2026-07-31\|66.30\|3.72\|71.28\|74.60\|66.13\|289112;2026-08-03\|63.33\|-4.48\|65.63\|67.18\|62.81\|258806;2026-08-04\|68.71\|8.50\|64.10\|69.98\|62.44\|293073;2026-08-05\|76.76\|11.72\|66.60\|78.82\|65.86\|367866;2026-08-06\|78.22\|1.90\|75.24\|80.23\|73.18\|390179;2026-08-07\|90.90\|16.21\|79.12\|93.86\|78.45\|677127;2026-08-10\|88.70\|-2.42\|93.28\|94.00\|84.80\|598503;2026-08-11\|85.96\|-3.09\|87.00\|90.03\|85.45\|375737;2026-08-12\|89.86\|4.54\|86.01\|91.75\|86.01\|385517;2026-08-13\|89.90\|0.04\|90.36\|98.58\|89.69\|411395;2026-08-14\|95.02\|5.70\|88.58\|95.83\|88.58\|362684;2026-08-17\|101.00\|6.29\|96.99\|101.63\|94.60\|375006;2026-08-18\|98.61\|-2.37\|102.00\|102.00\|95.97\|322680;2026-08-19\|86.36\|-12.42\|94.40\|94.97\|85.73\|366329;2026-08-20\|88.41\|2.37\|89.37\|93.48\|86.46\|348096;2026-08-21\|90.64\|2.52\|88.41\|92.50\|85.00\|275561;2026-08-24\|81.87\|-9.68\|89.14\|89.99\|79.31\|394770;2026-08-25\|81.48\|-0.48\|81.32\|82.88\|77.00\|374970;2026-08-26\|80.36\|-1.37\|81.02\|81.80\|77.68\|221220;2026-08-27\|86.89\|8.13\|82.05\|88.88\|79.86\|327068;2026-08-28\|90.50\|4.15\|88.37\|92.47\|86.00\|441468;2026-08-31\|97.59\|7.83\|89.00\|98.80\|87.75\|579881;2026-09-01\|92.64\|-5.07\|99.49\|99.66\|92.11\|384698;2026-09-02\|90.75\|-2.04\|90.06\|92.50\|88.50\|313261;2026-09-03\|89.61\|-1.26\|92.10\|92.44\|86.66\|312754;2026-09-04\|85.05\|-4.98\|90.42\|91.35\|84.31\|257956;2026-09-07\|99.48\|16.97\|86.67\|101.15\|86.00\|553849;2026-09-08\|103.08\|3.62\|99.00\|106.57\|98.08\|435659;2026-09-09\|105.70\|2.54\|105.00\|106.48\|103.00\|333873;2026-09-10\|108.68\|2.82\|105.09\|112.82\|104.00\|373695;2026-09-11\|106.40\|-2.10\|105.96\|107.70\|102.00\|346324;2026-09-14\|109.03\|2.47\|103.59\|112.02\|101.34\|344505;2026-09-15\|112.10\|2.82\|110.00\|118.51\|109.38\|365645
114556	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB材料涨价推动良率管控升级，3D AOI设备在FPC/HDI等高难度基板检测中加速渗透；涨停缘由：PPE树脂停产致高端PCB材料供应趋紧，FPC软板、HDI高密板等高附加值产品良率要求提升；公司3D锡膏检测及AOI设备适配多类型PCB，已服务富士康、海康威视等头部客户，SMT智能化检测需求爆发；资金逻辑：设备类标的获资金避险偏好，思泰克主力资金连续两日净流入，盘中多次出现万手级买单，筹码结构优化；风险提示：设备验收周期较长，收入确认节奏波动较大；下游电子制造厂资本开支受终端需求影响存在周期性	公司主营产品 3D 锡膏印刷检测设备及 3D 自动光学检测设备，应用于各类 PCB 的 SMT 生产线品质检测环节，能满足 FPC 软板、HDI 高密板等不同 PCB 检测需求，服务于富士康、海康威视等厂商	2026-05-12\|60.35\|0.50\|59.99\|61.00\|59.01\|43589;2026-05-13\|61.49\|1.89\|59.75\|61.75\|59.50\|39359;2026-05-14\|59.85\|-2.67\|61.38\|61.70\|59.78\|37834;2026-05-15\|58.68\|-0.96\|59.51\|60.28\|57.80\|38927;2026-05-18\|59.08\|0.68\|58.01\|59.40\|57.58\|30282;2026-05-19\|62.45\|5.70\|58.65\|62.62\|58.17\|56555;2026-05-20\|61.98\|-0.75\|61.90\|63.00\|61.03\|40495;2026-05-21\|58.41\|-5.76\|62.30\|63.77\|58.38\|71000;2026-05-22\|65.10\|11.45\|59.06\|65.77\|59.00\|86860;2026-05-25\|69.11\|6.16\|66.33\|70.49\|64.96\|115801;2026-05-26\|70.53\|2.05\|69.00\|72.80\|68.63\|95469;2026-05-27\|75.98\|7.73\|71.02\|79.89\|71.02\|100870;2026-05-28\|80.01\|5.30\|77.01\|80.44\|76.50\|96675;2026-05-29\|80.82\|1.01\|81.00\|88.00\|79.79\|128835;2026-06-01\|73.50\|-9.06\|80.62\|82.77\|73.40\|104711;2026-06-02\|76.40\|3.95\|73.00\|77.48\|72.58\|69419;2026-06-03\|78.49\|2.74\|77.77\|82.59\|77.00\|68093;2026-06-04\|83.90\|6.89\|77.96\|87.00\|76.28\|74185;2026-06-05\|87.35\|4.11\|84.73\|90.24\|82.80\|80028;2026-06-08\|85.64\|-1.96\|81.52\|86.98\|81.33\|63045;2026-06-09\|89.91\|4.99\|86.77\|91.40\|84.99\|83752;2026-06-10\|86.58\|-3.70\|86.99\|88.56\|83.80\|61401;2026-06-11\|84.25\|-2.69\|85.55\|86.77\|83.00\|49909;2026-06-12\|87.94\|4.38\|85.92\|92.50\|85.90\|74502;2026-06-15\|102.87\|16.98\|89.02\|102.98\|89.02\|74594;2026-06-16\|112.60\|9.46\|102.00\|114.12\|99.95\|93985;2026-06-17\|114.67\|1.84\|111.26\|116.50\|108.60\|70259;2026-06-18\|118.19\|3.07\|117.00\|120.00\|113.00\|54557;2026-06-22\|117.23\|-0.81\|117.84\|118.26\|109.00\|63695;2026-06-23\|113.85\|-2.88\|116.43\|117.54\|110.01\|43607;2026-06-24\|120.81\|6.11\|113.34\|122.20\|112.26\|51187;2026-06-25\|122.22\|1.17\|122.35\|124.77\|119.00\|43413;2026-06-26\|118.53\|-3.02\|121.75\|122.66\|115.80\|35009;2026-06-29\|108.10\|-8.80\|118.58\|120.21\|102.00\|74150;2026-06-30\|111.60\|3.24\|110.00\|112.46\|106.09\|47433;2026-07-01\|110.14\|-1.31\|110.36\|112.99\|107.50\|42384;2026-07-02\|102.47\|-6.96\|107.86\|108.88\|102.11\|37910;2026-07-03\|101.42\|-1.02\|102.34\|103.73\|99.00\|37302;2026-07-06\|97.00\|-4.36\|101.42\|103.35\|94.03\|34200;2026-07-07\|92.04\|-5.11\|96.37\|97.28\|90.30\|32122;2026-07-08\|89.42\|-2.85\|93.25\|94.16\|87.41\|31932;2026-07-09\|97.50\|9.04\|89.57\|97.98\|88.00\|38196;2026-07-10\|93.50\|-4.10\|98.36\|100.34\|93.50\|36769;2026-07-13\|92.80\|-0.75\|93.54\|99.23\|92.22\|44313;2026-07-14\|92.50\|-0.32\|94.65\|94.78\|87.46\|48496;2026-07-15\|89.33\|-3.43\|93.75\|96.24\|88.90\|31797;2026-07-16\|83.88\|-6.10\|83.27\|89.33\|83.01\|39085;2026-07-17\|73.18\|-12.76\|83.00\|83.80\|72.31\|54699;2026-07-20\|62.64\|-14.40\|74.65\|76.51\|59.80\|74405;2026-07-21\|68.90\|9.99\|64.95\|69.20\|54.00\|67580;2026-07-22\|66.26\|-3.83\|68.01\|70.21\|65.30\|42723;2026-07-23\|67.13\|1.31\|66.25\|69.23\|64.75\|39361;2026-07-24\|65.00\|-3.17\|65.60\|67.30\|63.99\|32852;2026-07-27\|67.37\|3.65\|65.60\|67.71\|63.28\|38521;2026-07-28\|63.64\|-5.54\|67.80\|68.30\|63.17\|41523;2026-07-29\|61.22\|-3.80\|63.95\|64.28\|58.36\|40847;2026-07-30\|55.23\|-9.78\|61.08\|61.48\|54.88\|37372;2026-07-31\|58.48\|5.88\|59.60\|62.88\|57.63\|44312;2026-08-03\|54.75\|-6.38\|58.00\|58.71\|54.20\|43471;2026-08-04\|59.84\|9.30\|55.56\|60.60\|55.24\|50596;2026-08-05\|63.48\|6.08\|59.25\|64.63\|59.25\|45201;2026-08-06\|65.66\|3.43\|63.00\|67.21\|61.72\|44053;2026-08-07\|69.10\|5.24\|65.35\|69.57\|64.35\|46366;2026-08-10\|68.33\|-1.11\|69.30\|69.86\|66.22\|47918;2026-08-11\|67.45\|-1.29\|67.51\|69.96\|65.80\|35624;2026-08-12\|68.56\|1.65\|67.33\|69.54\|66.60\|29727;2026-08-13\|67.31\|-1.82\|69.25\|71.33\|67.21\|31182;2026-08-14\|70.85\|5.26\|67.94\|71.06\|67.93\|40523;2026-08-17\|74.50\|5.15\|71.35\|74.50\|70.33\|35711;2026-08-18\|74.03\|-0.63\|74.95\|75.50\|72.03\|32690;2026-08-19\|67.80\|-8.42\|71.91\|72.88\|67.02\|36672;2026-08-20\|69.65\|2.73\|68.87\|72.10\|67.80\|30039;2026-08-21\|72.90\|4.67\|69.17\|73.30\|67.51\|31460;2026-08-24\|69.96\|-4.03\|72.70\|72.91\|67.85\|34256;2026-08-25\|71.15\|1.70\|69.10\|71.50\|66.34\|32117;2026-08-26\|69.60\|-2.18\|72.00\|72.30\|69.08\|29496;2026-08-27\|73.55\|5.68\|68.34\|74.44\|67.11\|55163;2026-08-28\|69.98\|-4.85\|73.44\|73.93\|69.81\|37101;2026-08-31\|71.12\|1.63\|68.80\|71.49\|68.18\|31633;2026-09-01\|67.64\|-4.89\|70.80\|70.80\|67.37\|34208;2026-09-02\|66.73\|-1.35\|66.88\|67.63\|65.68\|30331;2026-09-03\|68.34\|2.41\|67.37\|69.24\|66.50\|25855;2026-09-04\|65.90\|-3.57\|68.45\|70.81\|64.83\|28580;2026-09-07\|69.08\|4.83\|66.20\|69.68\|65.58\|39255;2026-09-08\|68.28\|-1.16\|69.42\|69.71\|67.27\|24217;2026-09-09\|69.65\|2.01\|68.28\|71.87\|68.28\|32311;2026-09-10\|68.17\|-2.12\|69.41\|70.00\|68.06\|18308;2026-09-11\|66.43\|-2.55\|66.99\|67.60\|63.39\|27162;2026-09-14\|68.62\|3.30\|65.64\|69.32\|63.70\|31178;2026-09-15\|69.38\|1.11\|68.23\|70.89\|67.08\|23899
114555	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+特种膜+新能源材料+国产替代 1、据2026年6月15日互动易，公司主营抗溢胶特种膜、强耐受性特种膜，主要应用于FPC/PCB领域，客户覆盖全球排名前10的多家FPC/PCB头部厂商；据2026年5月25日投资者关系活动记录表，公司是该领域国内细分龙头，市场占有率位居全国第一。 2、据2026年4月29日年报，公司坚持“自主创新、进口替代”路线，陆续打破了欧美日韩企业在抗溢胶特种膜、强耐受性特种膜等产品上的技术垄断。 3、据2026年5月25日投资者关系活动记录表，公司电子组件材料、新能源锂电材料、光学胶膜等产品对营收贡献稳步抬升，2026年一季度营收1.49亿元，归母净利润0.26亿元，同比增长7.08%。	2025-12上市	2026-05-12\|66.07\|-6.00\|69.07\|70.20\|66.01\|67383;2026-05-13\|64.98\|-1.65\|66.02\|66.05\|64.00\|44825;2026-05-14\|61.87\|-4.79\|65.88\|65.88\|61.83\|44688;2026-05-15\|61.63\|-0.39\|61.90\|62.62\|59.70\|33109;2026-05-18\|61.80\|0.28\|60.51\|61.80\|59.48\|28681;2026-05-19\|60.10\|-2.75\|61.40\|61.80\|59.01\|32347;2026-05-20\|60.24\|0.23\|59.40\|61.29\|57.67\|31007;2026-05-21\|57.06\|-5.28\|60.03\|61.94\|57.00\|36340;2026-05-22\|61.99\|8.64\|57.10\|62.39\|57.07\|47889;2026-05-25\|64.38\|3.86\|62.51\|64.64\|62.00\|51342;2026-05-26\|64.25\|-0.20\|63.62\|66.61\|63.00\|47644;2026-05-27\|61.80\|-3.81\|63.50\|64.23\|60.60\|39725;2026-05-28\|64.55\|4.45\|61.60\|65.00\|61.40\|42649;2026-05-29\|59.06\|-8.51\|64.55\|64.55\|58.67\|48014;2026-06-01\|58.36\|-1.19\|58.00\|60.46\|57.00\|22383;2026-06-02\|58.61\|0.43\|58.36\|59.66\|56.23\|22220;2026-06-03\|55.25\|-5.73\|58.29\|58.88\|54.37\|38913;2026-06-04\|53.60\|-2.99\|54.50\|55.00\|53.23\|22751;2026-06-05\|53.27\|-0.62\|53.60\|54.43\|51.35\|20864;2026-06-08\|50.16\|-5.30\|51.26\|51.96\|49.88\|16719;2026-06-09\|52.64\|4.94\|51.18\|53.45\|51.09\|20184;2026-06-10\|52.25\|-0.74\|51.89\|53.10\|51.32\|16238;2026-06-11\|52.71\|0.88\|51.90\|53.13\|51.40\|18514;2026-06-12\|54.29\|3.00\|53.66\|55.48\|52.70\|25517;2026-06-15\|63.56\|17.07\|53.70\|64.82\|53.40\|69198;2026-06-16\|65.36\|2.83\|62.06\|67.88\|62.05\|79614;2026-06-17\|68.70\|5.11\|64.55\|69.66\|63.88\|65470;2026-06-18\|82.44\|20.00\|72.45\|82.44\|70.28\|119547;2026-06-22\|77.98\|-5.41\|80.00\|81.47\|76.52\|102935;2026-06-23\|86.56\|11.00\|82.00\|92.20\|77.77\|117596;2026-06-24\|90.95\|5.07\|86.59\|91.88\|85.70\|87530;2026-06-25\|89.66\|-1.42\|90.00\|97.00\|88.66\|77270;2026-06-26\|83.90\|-6.42\|87.51\|89.43\|83.38\|58746;2026-06-29\|76.68\|-8.61\|88.00\|88.50\|75.50\|62367;2026-06-30\|77.78\|1.43\|79.01\|79.98\|74.06\|54099;2026-07-01\|80.93\|4.05\|78.99\|83.89\|76.88\|72162;2026-07-02\|78.00\|-3.62\|80.80\|82.80\|76.68\|48357;2026-07-03\|73.10\|-6.28\|79.00\|79.00\|71.90\|65802;2026-07-06\|66.99\|-8.36\|74.00\|74.07\|66.03\|49700;2026-07-07\|64.27\|-4.06\|66.77\|67.43\|63.74\|33658;2026-07-08\|58.93\|-8.31\|64.11\|64.50\|58.78\|38444;2026-07-09\|61.91\|5.06\|59.24\|62.14\|58.33\|47298;2026-07-10\|58.60\|-5.35\|61.19\|65.50\|58.60\|54047;2026-07-13\|53.88\|-8.05\|58.00\|59.10\|53.50\|44583;2026-07-14\|55.44\|2.90\|53.89\|56.48\|53.56\|41324;2026-07-15\|53.20\|-4.04\|55.39\|55.86\|52.50\|33899;2026-07-16\|52.30\|-1.69\|52.16\|54.59\|51.66\|29271;2026-07-17\|50.50\|-3.44\|52.30\|53.60\|50.08\|57798;2026-07-20\|45.25\|-10.40\|51.21\|51.59\|44.01\|58091;2026-07-21\|48.15\|6.41\|45.77\|48.26\|42.00\|57120;2026-07-22\|47.98\|-0.35\|47.49\|48.66\|47.06\|37532;2026-07-23\|48.58\|1.25\|47.51\|48.94\|47.30\|29240;2026-07-24\|46.20\|-4.90\|47.71\|48.25\|45.80\|30692;2026-07-27\|47.55\|2.92\|46.20\|47.66\|45.50\|26030;2026-07-28\|45.47\|-4.37\|46.73\|47.66\|45.26\|24291;2026-07-29\|45.18\|-0.64\|45.60\|45.78\|43.50\|28517;2026-07-30\|42.85\|-5.16\|45.12\|45.30\|42.68\|34670;2026-07-31\|44.05\|2.80\|44.99\|46.88\|43.94\|42236;2026-08-03\|45.92\|4.25\|44.00\|45.95\|43.90\|33367;2026-08-04\|46.80\|1.92\|46.02\|47.02\|45.40\|43175;2026-08-05\|49.81\|6.43\|46.85\|51.26\|46.80\|68211;2026-08-06\|50.50\|1.39\|49.34\|51.46\|48.86\|59257;2026-08-07\|51.56\|2.10\|50.05\|51.88\|48.75\|56183;2026-08-10\|50.97\|-1.14\|52.00\|52.24\|49.90\|40312;2026-08-11\|50.66\|-0.61\|50.12\|51.36\|49.69\|29716;2026-08-12\|50.85\|0.38\|50.80\|51.15\|50.45\|24532;2026-08-13\|49.88\|-1.91\|51.68\|51.80\|49.88\|30586;2026-08-14\|51.64\|3.53\|50.21\|51.88\|50.00\|36099;2026-08-17\|53.08\|2.79\|51.65\|53.50\|51.19\|39826;2026-08-18\|52.14\|-1.77\|52.60\|53.58\|51.80\|33730;2026-08-19\|49.30\|-5.45\|51.00\|51.45\|49.24\|32873;2026-08-20\|49.65\|0.71\|50.29\|50.46\|49.18\|19898;2026-08-21\|49.33\|-0.64\|49.21\|50.36\|48.40\|18632;2026-08-24\|47.92\|-2.86\|49.40\|49.78\|46.93\|23206;2026-08-25\|50.08\|4.51\|46.87\|50.49\|46.75\|33902;2026-08-26\|49.20\|-1.76\|50.05\|50.55\|48.16\|23596;2026-08-27\|51.03\|3.72\|49.00\|51.16\|48.52\|30699;2026-08-28\|50.38\|-1.27\|50.67\|51.68\|50.30\|26293;2026-08-31\|51.10\|1.43\|50.01\|51.44\|49.55\|26716;2026-09-01\|49.69\|-2.76\|51.04\|51.15\|49.30\|28203;2026-09-02\|52.20\|5.05\|49.10\|53.53\|48.89\|70453;2026-09-03\|50.93\|-2.43\|52.21\|53.24\|50.30\|52037;2026-09-04\|48.84\|-4.10\|51.60\|51.97\|48.40\|46015;2026-09-07\|50.73\|3.87\|48.73\|51.08\|48.57\|36487;2026-09-08\|49.83\|-1.77\|50.70\|50.72\|49.60\|26709;2026-09-09\|49.21\|-1.24\|49.63\|50.68\|49.02\|24312;2026-09-10\|48.33\|-1.79\|49.00\|49.56\|48.12\|23254;2026-09-11\|47.53\|-1.66\|47.77\|48.43\|45.79\|28317;2026-09-14\|49.07\|3.24\|47.70\|49.47\|46.17\|25324;2026-09-15\|51.27\|4.48\|49.10\|52.33\|48.72\|42433
114554	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针+AI算力+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3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商。	2026-05-12\|237.97\|1.11\|237.35\|238.50\|230.02\|36579;2026-05-13\|236.77\|-0.50\|231.59\|241.16\|228.08\|49415;2026-05-14\|226.00\|-4.55\|239.01\|241.00\|223.82\|45048;2026-05-15\|247.69\|9.60\|228.21\|250.99\|226.62\|86784;2026-05-18\|253.68\|2.42\|240.00\|258.00\|225.00\|71987;2026-05-19\|247.99\|-2.24\|253.61\|258.61\|237.96\|36980;2026-05-20\|248.05\|0.02\|246.71\|252.30\|244.12\|32180;2026-05-21\|258.86\|4.36\|249.20\|277.75\|249.00\|60100;2026-05-22\|310.63\|20.00\|262.00\|310.63\|262.00\|61797;2026-05-25\|327.49\|5.43\|330.01\|332.66\|308.11\|74993;2026-05-26\|327.23\|-0.08\|320.94\|334.28\|301.58\|98271;2026-05-27\|347.08\|6.07\|326.94\|354.98\|322.01\|91063;2026-05-28\|369.62\|6.49\|343.90\|377.10\|336.89\|77398;2026-05-29\|350.72\|-5.11\|368.00\|368.11\|346.00\|60038;2026-06-01\|338.37\|-3.52\|344.42\|355.86\|331.11\|66862;2026-06-02\|344.28\|1.75\|338.37\|357.32\|338.04\|53579;2026-06-03\|384.74\|11.75\|344.28\|403.00\|338.11\|80372;2026-06-04\|408.52\|6.18\|378.00\|416.27\|372.00\|65833;2026-06-05\|395.91\|-3.09\|408.50\|425.80\|390.32\|56730;2026-06-08\|424.63\|7.25\|388.00\|443.99\|375.73\|65748;2026-06-09\|439.30\|3.45\|425.00\|443.90\|411.63\|56572;2026-06-10\|432.20\|-1.62\|433.64\|437.00\|414.58\|47385;2026-06-11\|430.89\|-0.30\|429.65\|444.00\|415.00\|44250;2026-06-12\|471.30\|9.38\|443.82\|477.37\|438.81\|65617;2026-06-15\|553.56\|17.45\|477.42\|556.00\|459.00\|58300;2026-06-16\|553.58\|0.00\|549.00\|577.65\|534.90\|63788;2026-06-17\|590.00\|6.58\|539.00\|598.68\|536.01\|55554;2026-06-18\|600.00\|1.69\|570.10\|628.18\|570.01\|42140;2026-06-22\|659.60\|9.93\|605.00\|666.00\|600.00\|48439;2026-06-23\|600.00\|-9.04\|644.80\|644.80\|583.87\|53247;2026-06-24\|620.00\|3.33\|580.83\|635.90\|580.06\|47566;2026-06-25\|640.50\|3.31\|620.00\|649.99\|603.18\|40364;2026-06-26\|590.00\|-7.88\|640.00\|662.30\|589.07\|55708;2026-06-29\|553.80\|-6.14\|579.39\|588.00\|530.00\|82700;2026-06-30\|550.90\|-0.52\|557.16\|565.00\|526.80\|72275;2026-07-01\|555.30\|0.80\|551.69\|565.20\|532.00\|69906;2026-07-02\|531.00\|-4.38\|537.99\|566.76\|527.00\|56934;2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230;2026-07-13\|437.70\|-6.26\|465.52\|466.69\|431.00\|60164;2026-07-14\|495.85\|13.29\|445.80\|499.58\|442.00\|70076;2026-07-15\|467.88\|-5.64\|503.66\|505.50\|466.15\|52072;2026-07-16\|463.19\|-1.00\|452.88\|481.94\|449.55\|44970;2026-07-17\|425.00\|-8.24\|454.87\|462.00\|420.01\|52094;2026-07-20\|372.00\|-12.47\|441.00\|444.83\|351.10\|65683;2026-07-21\|416.50\|11.96\|380.01\|419.60\|351.90\|60537;2026-07-22\|401.38\|-3.63\|410.05\|434.44\|397.01\|48415;2026-07-23\|402.10\|0.18\|408.00\|423.00\|395.00\|35355;2026-07-24\|396.60\|-1.37\|392.66\|406.66\|386.00\|29358;2026-07-27\|414.38\|4.48\|399.61\|417.27\|390.90\|46094;2026-07-28\|372.81\|-10.03\|402.45\|402.45\|369.00\|40317;2026-07-29\|361.28\|-3.09\|374.40\|383.00\|346.54\|41501;2026-07-30\|333.00\|-7.83\|357.45\|364.89\|323.59\|49295;2026-07-31\|350.10\|5.14\|370.70\|391.00\|349.02\|47514;2026-08-03\|335.00\|-4.31\|346.00\|351.95\|325.82\|38329;2026-08-04\|375.71\|12.15\|336.60\|379.50\|331.01\|56898;2026-08-05\|416.07\|10.74\|365.51\|422.97\|360.42\|62240;2026-08-06\|428.00\|2.87\|411.01\|448.00\|401.88\|64299;2026-08-07\|451.84\|5.57\|431.65\|469.60\|428.35\|64657;2026-08-10\|437.45\|-3.18\|450.00\|461.04\|422.00\|52716;2026-08-11\|429.01\|-1.93\|430.00\|445.00\|426.30\|30846;2026-08-12\|449.57\|4.79\|429.01\|459.57\|429.01\|38041;2026-08-13\|445.00\|-1.02\|460.00\|479.88\|443.50\|39802;2026-08-14\|447.80\|0.63\|445.01\|453.97\|434.87\|29319;2026-08-17\|462.90\|3.37\|452.00\|465.80\|445.10\|33078;2026-08-18\|471.00\|1.75\|463.01\|486.66\|460.00\|43228;2026-08-19\|429.93\|-8.72\|452.82\|458.00\|423.00\|45593;2026-08-20\|412.00\|-4.17\|436.02\|439.00\|408.43\|38892;2026-08-21\|416.50\|1.09\|413.97\|425.78\|404.11\|29638;2026-08-24\|393.01\|-5.64\|416.50\|422.00\|382.66\|41505;2026-08-25\|392.60\|-0.10\|388.88\|404.40\|386.01\|28302;2026-08-26\|394.60\|0.51\|400.05\|401.00\|386.00\|23884;2026-08-27\|416.97\|5.67\|398.55\|418.50\|394.01\|30293;2026-08-28\|406.38\|-2.54\|415.00\|424.23\|402.74\|26907;2026-08-31\|419.86\|3.32\|396.40\|425.00\|396.01\|40850;2026-09-01\|388.13\|-7.56\|415.67\|419.80\|386.00\|39513;2026-09-02\|387.90\|-0.06\|383.54\|394.78\|380.00\|24981;2026-09-03\|390.00\|0.54\|390.80\|395.50\|382.30\|23799;2026-09-04\|376.21\|-3.54\|390.02\|398.80\|372.24\|22084;2026-09-07\|396.76\|5.46\|382.99\|399.60\|377.01\|27785;2026-09-08\|399.00\|0.56\|399.27\|409.63\|389.18\|29052;2026-09-09\|392.00\|-1.75\|401.55\|406.50\|390.25\|21827;2026-09-10\|391.31\|-0.18\|387.68\|400.98\|383.03\|16781;2026-09-11\|390.30\|-0.26\|385.99\|393.66\|373.46\|20612;2026-09-14\|384.99\|-1.36\|383.28\|391.68\|378.00\|21065;2026-09-15\|402.40\|4.52\|388.96\|408.20\|382.69\|28881
114553	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Vera Rubin AI芯片量产方案敲定，公司PCB超快激光钻孔设备获IC载板客户首台订单并实现技术突破；涨停缘由：AI芯片量产催化上游设备需求；超快激光钻孔设备孔径更细、效率更快、精度更高，切入IC载板高壁垒环节；2025年PCB成型设备订单超9000万元；资金逻辑：主力资金大幅净流入，游资联动半导体设备与AI算力概念，板块情绪高涨带动资金快速聚集；风险提示：IC载板设备订单尚处早期放量阶段，业绩兑现存在季度滞后性，需关注下游扩产节奏变化	公司PCB成型设备于2025年顺利交付近9000万元订单，超快激光钻孔设备获IC载板客户首台订单，孔径更细30-70微米、效率更快10000孔/秒、精度更高<±10微米	2026-05-12\|64.61\|-2.59\|65.60\|66.50\|63.79\|72769;2026-05-13\|70.16\|8.59\|63.55\|70.49\|62.66\|138682;2026-05-14\|70.51\|0.50\|74.89\|76.89\|69.82\|195630;2026-05-15\|68.90\|-2.28\|71.17\|73.47\|68.02\|106557;2026-05-18\|76.02\|10.33\|68.12\|76.56\|67.15\|128214;2026-05-19\|87.66\|15.31\|75.10\|91.22\|74.41\|191715;2026-05-20\|88.49\|0.95\|87.51\|91.88\|87.01\|161164;2026-05-21\|85.28\|-3.63\|92.09\|99.58\|85.00\|186548;2026-05-22\|89.98\|5.51\|84.46\|93.68\|83.97\|148147;2026-05-25\|88.17\|-2.01\|89.97\|89.97\|85.30\|120766;2026-05-26\|84.67\|-3.97\|87.03\|88.00\|82.50\|106149;2026-05-27\|90.48\|6.86\|87.06\|95.58\|87.00\|170231;2026-05-28\|97.42\|7.67\|88.46\|99.31\|88.46\|169132;2026-05-29\|96.47\|-0.98\|96.64\|103.01\|94.31\|138983;2026-06-01\|96.30\|-0.18\|95.32\|103.34\|95.32\|110398;2026-06-02\|94.52\|-1.85\|96.01\|96.47\|91.70\|82573;2026-06-03\|98.37\|4.07\|94.10\|103.28\|93.60\|113021;2026-06-04\|97.40\|-0.99\|96.00\|99.00\|93.12\|99640;2026-06-05\|94.81\|-2.66\|99.00\|101.00\|94.08\|91774;2026-06-08\|89.56\|-5.54\|88.10\|93.18\|87.00\|101870;2026-06-09\|91.34\|1.99\|91.35\|98.00\|86.79\|125553;2026-06-10\|85.57\|-6.21\|86.18\|88.59\|83.98\|85384;2026-06-11\|84.30\|-1.48\|85.25\|87.68\|83.32\|61449;2026-06-12\|88.46\|4.93\|85.91\|92.10\|85.91\|94947;2026-06-15\|103.90\|17.45\|88.54\|104.39\|88.54\|114002;2026-06-16\|107.07\|3.05\|104.34\|108.00\|101.40\|96277;2026-06-17\|115.60\|7.97\|105.11\|124.88\|103.86\|122189;2026-06-18\|124.34\|7.56\|115.67\|127.50\|112.66\|97690;2026-06-22\|132.68\|6.71\|126.83\|134.50\|119.29\|131697;2026-06-23\|118.36\|-10.79\|128.60\|129.22\|116.67\|100015;2026-06-24\|128.70\|8.74\|117.67\|134.94\|117.67\|103388;2026-06-25\|135.81\|5.52\|132.99\|140.01\|128.30\|98142;2026-06-26\|131.72\|-3.01\|137.91\|139.28\|129.01\|71971;2026-06-29\|119.50\|-9.28\|133.61\|134.91\|118.00\|117790;2026-06-30\|121.90\|2.01\|118.58\|126.34\|115.00\|85608;2026-07-01\|116.07\|-4.78\|122.00\|123.99\|114.93\|81378;2026-07-02\|106.03\|-8.65\|113.51\|113.98\|105.00\|85182;2026-07-03\|103.41\|-2.47\|106.00\|108.47\|100.33\|69283;2026-07-06\|99.53\|-3.75\|104.10\|108.87\|98.68\|60591;2026-07-07\|95.91\|-3.64\|99.84\|99.99\|93.74\|60072;2026-07-08\|90.16\|-6.00\|96.57\|97.89\|90.00\|49930;2026-07-09\|99.44\|10.29\|91.78\|99.70\|91.78\|85207;2026-07-10\|95.31\|-4.15\|99.19\|103.66\|95.31\|71631;2026-07-13\|85.78\|-10.00\|95.99\|98.25\|85.55\|58138;2026-07-14\|89.40\|4.22\|88.00\|90.99\|85.09\|59944;2026-07-15\|83.64\|-6.44\|91.00\|94.18\|83.06\|54745;2026-07-16\|77.57\|-7.26\|84.00\|84.68\|76.50\|86153;2026-07-17\|67.40\|-13.11\|77.02\|78.77\|66.03\|103524;2026-07-20\|59.35\|-11.94\|72.12\|73.50\|57.20\|116435;2026-07-21\|66.32\|11.74\|60.39\|66.32\|51.35\|126086;2026-07-22\|65.33\|-1.49\|64.59\|68.80\|63.83\|81270;2026-07-23\|65.55\|0.34\|66.24\|69.49\|64.92\|80059;2026-07-24\|64.20\|-2.06\|65.30\|67.99\|63.70\|68075;2026-07-27\|65.81\|2.51\|65.35\|65.92\|62.03\|64963;2026-07-28\|61.69\|-6.26\|65.80\|68.66\|61.05\|80176;2026-07-29\|57.76\|-6.37\|61.49\|62.36\|54.64\|113196;2026-07-30\|51.32\|-11.15\|57.49\|57.75\|51.15\|92732;2026-07-31\|53.09\|3.45\|55.67\|59.12\|52.88\|102199;2026-08-03\|50.97\|-3.99\|53.20\|53.58\|50.19\|85863;2026-08-04\|56.20\|10.26\|51.40\|57.20\|50.35\|92304;2026-08-05\|60.90\|8.36\|55.64\|62.10\|55.64\|92568;2026-08-06\|65.25\|7.14\|59.90\|66.17\|59.40\|108673;2026-08-07\|69.35\|6.28\|65.26\|70.11\|63.50\|129260;2026-08-10\|66.85\|-3.60\|69.99\|72.72\|64.82\|112703;2026-08-11\|67.03\|0.27\|66.88\|68.66\|65.38\|84526;2026-08-12\|69.19\|3.22\|67.03\|70.68\|66.49\|75591;2026-08-13\|70.63\|2.08\|71.19\|74.30\|70.25\|114353;2026-08-14\|73.15\|3.57\|71.56\|73.76\|69.80\|93771;2026-08-17\|75.80\|3.62\|74.46\|75.80\|72.55\|86366;2026-08-18\|80.75\|6.53\|75.80\|83.97\|74.93\|140547;2026-08-19\|72.02\|-10.81\|78.00\|78.99\|71.46\|135285;2026-08-20\|77.33\|7.37\|73.85\|80.59\|70.88\|115834;2026-08-21\|75.80\|-1.98\|75.06\|77.61\|72.17\|101068;2026-08-24\|75.34\|-0.61\|75.44\|78.24\|72.90\|95717;2026-08-25\|75.00\|-0.45\|74.00\|77.87\|70.00\|100084;2026-08-26\|74.55\|-0.60\|77.02\|77.50\|72.32\|74095;2026-08-27\|81.83\|9.77\|75.50\|82.48\|74.69\|107903;2026-08-28\|79.05\|-3.40\|81.00\|83.79\|78.55\|76765;2026-08-31\|80.64\|2.01\|78.74\|81.57\|78.00\|83167;2026-09-01\|73.72\|-8.58\|81.01\|81.09\|73.50\|115412;2026-09-02\|72.59\|-1.53\|72.82\|74.80\|71.50\|78505;2026-09-03\|74.00\|1.94\|73.59\|75.09\|71.17\|71070;2026-09-04\|69.83\|-5.64\|74.22\|75.66\|69.17\|77146;2026-09-07\|73.99\|5.96\|70.34\|74.35\|69.60\|81005;2026-09-08\|72.70\|-1.74\|73.01\|75.50\|71.41\|59716;2026-09-09\|77.83\|7.06\|74.98\|80.59\|73.80\|125956;2026-09-10\|78.17\|0.44\|78.80\|80.87\|76.20\|119863;2026-09-11\|74.50\|-4.69\|76.33\|76.87\|69.84\|120163;2026-09-14\|86.22\|15.73\|72.50\|87.08\|71.38\|181741;2026-09-15\|83.30\|-3.39\|85.91\|87.40\|83.06\|106365
114552	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：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、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|57892;2026-09-09\|142.05\|0.49\|147.78\|148.00\|139.72\|48047;2026-09-10\|145.01\|2.08\|139.00\|153.80\|137.00\|61936;2026-09-11\|153.00\|5.51\|141.73\|153.50\|135.00\|69176;2026-09-14\|146.60\|-4.18\|145.01\|150.90\|140.23\|56735;2026-09-15\|159.00\|8.46\|148.79\|169.98\|148.79\|70993
114551	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：可能受基建投资加码及矿山、隧道掘进设备需求回暖催化，凿岩工具出口与国内替换双轮驱动；涨停缘由：公司凿岩工具广泛应用于铁路隧道、矿山开采等场景；一季度基建实物工作量加速形成，带动上游工具耗材需求；资金逻辑：资金挖掘顺周期制造细分龙头，叠加次新+专精特新标签，换手充分利于游资接力；风险提示：海外市场拓展存在汇率与地缘政治扰动，国内矿山资本开支恢复力度有待观察	公司PCB钻针棒材通过国内知名AI服务器板厂商批量测试验证，预计三年内月产能达1亿支	2026-05-12\|75.15\|3.80\|72.51\|75.55\|71.03\|102501;2026-05-13\|83.85\|11.58\|74.42\|84.80\|73.57\|200407;2026-05-14\|82.87\|-1.17\|83.64\|85.63\|81.64\|124874;2026-05-15\|80.30\|-3.10\|83.20\|84.17\|78.50\|103271;2026-05-18\|83.30\|3.74\|79.07\|86.68\|78.11\|121025;2026-05-19\|83.37\|0.08\|83.30\|83.88\|79.07\|88426;2026-05-20\|87.28\|4.69\|83.50\|91.00\|83.50\|130601;2026-05-21\|84.99\|-2.62\|87.49\|91.55\|84.00\|152354;2026-05-22\|96.84\|13.94\|86.17\|98.10\|86.17\|235526;2026-05-25\|102.53\|5.88\|101.01\|104.31\|98.50\|237483;2026-05-26\|100.54\|-1.94\|100.00\|102.28\|93.60\|193076;2026-05-27\|101.01\|0.47\|99.97\|105.57\|98.56\|157309;2026-05-28\|105.18\|4.13\|99.72\|105.50\|95.07\|177645;2026-05-29\|96.35\|-8.40\|104.90\|107.00\|95.34\|175283;2026-06-01\|90.77\|-5.79\|95.13\|98.80\|90.62\|140498;2026-06-02\|98.21\|8.20\|91.08\|99.55\|89.00\|123995;2026-06-03\|100.26\|2.09\|98.21\|103.59\|96.00\|133074;2026-06-04\|110.65\|10.36\|99.02\|111.50\|98.00\|192394;2026-06-05\|104.43\|-5.62\|111.00\|111.52\|103.50\|140075;2026-06-08\|105.30\|0.83\|97.47\|109.31\|97.47\|151002;2026-06-09\|113.70\|7.98\|107.00\|114.60\|103.31\|154102;2026-06-10\|108.00\|-5.01\|111.43\|113.70\|106.11\|123000;2026-06-11\|77.50\|0.70\|76.02\|81.65\|74.74\|162373;2026-06-12\|80.36\|3.69\|81.50\|86.00\|79.79\|260266;2026-06-15\|96.42\|19.99\|83.06\|96.42\|83.06\|291956;2026-06-16\|101.05\|4.80\|96.00\|104.31\|95.00\|230520;2026-06-17\|101.86\|0.80\|99.96\|103.90\|98.76\|190562;2026-06-18\|108.51\|6.53\|101.01\|109.46\|100.50\|214366;2026-06-22\|111.80\|3.03\|111.77\|117.00\|107.00\|243452;2026-06-23\|101.58\|-9.14\|110.81\|110.81\|100.18\|239151;2026-06-24\|103.60\|1.99\|100.98\|103.99\|98.00\|232690;2026-06-25\|105.31\|1.65\|101.92\|106.03\|99.06\|228273;2026-06-26\|99.89\|-5.15\|103.50\|103.73\|98.20\|177290;2026-06-29\|96.16\|-3.73\|99.83\|102.50\|91.00\|190193;2026-06-30\|101.90\|5.97\|95.50\|102.64\|93.80\|170526;2026-07-01\|104.90\|2.94\|104.22\|108.68\|102.20\|220373;2026-07-02\|108.49\|3.42\|100.04\|117.77\|98.55\|307942;2026-07-03\|110.45\|1.81\|105.92\|115.60\|102.00\|235130;2026-07-06\|92.88\|-15.91\|110.37\|112.22\|92.81\|298368;2026-07-07\|87.54\|-5.75\|91.90\|95.55\|86.00\|251465;2026-07-08\|82.06\|-6.26\|87.12\|88.50\|82.00\|193035;2026-07-09\|85.27\|3.91\|83.70\|85.58\|78.87\|185424;2026-07-10\|82.32\|-3.46\|88.97\|91.59\|81.90\|232012;2026-07-13\|76.02\|-7.65\|79.46\|82.88\|75.30\|173370;2026-07-14\|85.55\|12.54\|77.00\|87.30\|77.00\|210444;2026-07-15\|80.06\|-6.42\|85.89\|88.56\|79.94\|163354;2026-07-16\|77.97\|-2.61\|78.00\|83.17\|76.50\|159548;2026-07-17\|68.08\|-12.68\|76.79\|77.96\|68.08\|219594;2026-07-20\|58.44\|-14.16\|72.00\|72.50\|54.46\|295779;2026-07-21\|65.39\|11.89\|59.61\|65.88\|51.66\|281259;2026-07-22\|61.40\|-6.10\|64.39\|67.98\|61.02\|210887;2026-07-23\|60.68\|-1.17\|61.98\|65.24\|59.34\|153061;2026-07-24\|57.95\|-4.50\|59.35\|60.82\|56.91\|136469;2026-07-27\|61.00\|5.26\|58.54\|61.24\|56.48\|140229;2026-07-28\|54.87\|-10.05\|59.75\|60.88\|54.30\|155136;2026-07-29\|53.55\|-2.41\|54.89\|56.10\|50.15\|199558;2026-07-30\|47.79\|-10.76\|53.85\|54.50\|47.00\|205750;2026-07-31\|50.80\|6.30\|52.49\|56.30\|50.60\|222707;2026-08-03\|47.44\|-6.61\|50.23\|51.80\|46.98\|183734;2026-08-04\|51.40\|8.35\|48.00\|51.98\|47.30\|184867;2026-08-05\|56.47\|9.86\|51.00\|57.78\|51.00\|241771;2026-08-06\|58.88\|4.27\|55.52\|60.65\|55.01\|227656;2026-08-07\|63.00\|7.00\|58.86\|63.65\|58.00\|261972;2026-08-10\|62.21\|-1.25\|62.92\|63.88\|60.17\|194062;2026-08-11\|60.30\|-3.07\|61.15\|62.16\|59.20\|141494;2026-08-12\|61.23\|1.54\|60.50\|62.37\|59.95\|131722;2026-08-13\|59.50\|-2.83\|62.80\|63.20\|59.33\|150011;2026-08-14\|60.81\|2.20\|59.71\|61.42\|59.12\|106133;2026-08-17\|66.00\|8.53\|60.98\|66.15\|60.40\|183161;2026-08-18\|64.78\|-1.85\|65.00\|66.86\|63.38\|183733;2026-08-19\|57.15\|-11.78\|62.25\|62.84\|56.69\|192680;2026-08-20\|57.10\|-0.09\|58.35\|59.17\|56.01\|124194;2026-08-21\|58.05\|1.66\|56.73\|58.87\|55.63\|100112;2026-08-24\|54.64\|-5.87\|58.89\|59.23\|53.00\|170018;2026-08-25\|54.32\|-0.59\|53.75\|55.26\|51.68\|135532;2026-08-26\|52.80\|-2.80\|54.49\|55.20\|51.27\|157956;2026-08-27\|57.10\|8.14\|53.65\|57.69\|53.51\|186066;2026-08-28\|56.55\|-0.96\|57.12\|59.15\|56.52\|155571;2026-08-31\|57.38\|1.47\|56.14\|57.70\|55.20\|118252;2026-09-01\|54.07\|-5.77\|56.90\|57.17\|53.64\|144103;2026-09-02\|52.70\|-2.53\|52.81\|53.88\|52.00\|110738;2026-09-03\|53.12\|0.80\|53.05\|54.27\|51.94\|107869;2026-09-04\|51.11\|-3.78\|53.69\|54.69\|50.62\|113919;2026-09-07\|52.80\|3.31\|51.44\|53.50\|51.20\|131880;2026-09-08\|53.10\|0.57\|52.69\|53.58\|51.38\|138490;2026-09-09\|52.38\|-1.36\|53.92\|54.44\|51.98\|95596;2026-09-10\|51.73\|-1.24\|51.80\|53.16\|51.15\|77624;2026-09-11\|50.74\|-1.91\|50.98\|51.43\|48.98\|103401;2026-09-14\|51.38\|1.26\|50.29\|52.47\|49.14\|81095;2026-09-15\|53.57\|4.26\|52.00\|55.45\|51.67\|152300
114550	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|33.96\|-10.09\|36.41\|37.45\|33.22\|1840849;2026-07-14\|39.08\|15.08\|33.67\|40.00\|33.61\|1993001;2026-07-15\|37.00\|-5.32\|40.09\|41.28\|36.71\|1473310;2026-07-16\|34.80\|-5.95\|35.39\|37.12\|33.82\|1410418;2026-07-17\|31.59\|-9.22\|34.20\|34.99\|31.00\|1449885;2026-07-20\|26.70\|-15.48\|33.00\|33.47\|25.44\|2012075;2026-07-21\|29.80\|11.61\|27.55\|30.36\|24.05\|2207243;2026-07-22\|27.29\|-8.42\|29.02\|30.28\|27.16\|1835087;2026-07-23\|26.71\|-2.13\|27.78\|29.20\|26.51\|1339341;2026-07-24\|25.70\|-3.78\|26.23\|26.79\|25.35\|1077856;2026-07-27\|30.84\|20.00\|26.13\|30.84\|25.99\|2255540;2026-07-28\|28.87\|-6.39\|30.90\|31.09\|28.44\|1907060;2026-07-29\|30.20\|4.61\|28.89\|31.25\|27.73\|3121036;2026-07-30\|32.93\|9.04\|29.88\|35.47\|29.68\|3649861;2026-07-31\|31.99\|-2.85\|35.88\|36.80\|31.89\|3216851;2026-08-03\|27.88\|-12.85\|30.88\|31.30\|27.30\|2366646;2026-08-04\|29.98\|7.53\|27.76\|30.84\|27.30\|2404133;2026-08-05\|34.19\|14.04\|28.80\|35.00\|28.78\|2930915;2026-08-06\|35.20\|2.95\|32.89\|36.39\|32.89\|2465042;2026-08-07\|38.32\|8.86\|35.83\|40.69\|34.60\|3005330;2026-08-10\|38.12\|-0.52\|38.34\|38.74\|36.20\|2503647;2026-08-11\|39.39\|3.33\|37.79\|40.54\|36.81\|2334167;2026-08-12\|38.75\|-1.62\|38.37\|39.72\|37.88\|1703115;2026-08-13\|36.44\|-5.96\|39.51\|40.30\|36.31\|2072717;2026-08-14\|37.19\|2.06\|36.53\|37.68\|36.03\|1461518;2026-08-17\|38.45\|3.39\|37.31\|38.62\|36.92\|1768502;2026-08-18\|37.33\|-2.91\|37.96\|38.93\|36.75\|1507195;2026-08-19\|33.79\|-9.48\|35.00\|36.60\|33.50\|1506684;2026-08-20\|32.49\|-3.85\|34.35\|34.70\|31.89\|1595760;2026-08-21\|32.43\|-0.18\|32.49\|32.85\|31.13\|1259450;2026-08-24\|30.09\|-7.22\|32.03\|32.20\|29.04\|1660956;2026-08-25\|30.15\|0.20\|29.55\|30.94\|28.87\|1069712;2026-08-26\|29.62\|-1.76\|30.34\|30.49\|29.15\|860910;2026-08-27\|31.14\|5.13\|29.91\|31.50\|29.60\|1510528;2026-08-28\|30.20\|-3.02\|30.68\|32.21\|30.12\|1585323;2026-08-31\|31.00\|2.65\|28.74\|31.09\|28.70\|1328509;2026-09-01\|28.15\|-9.19\|31.82\|31.99\|28.15\|1891928;2026-09-02\|27.85\|-1.07\|27.48\|28.75\|27.19\|1155535;2026-09-03\|27.32\|-1.90\|28.13\|28.30\|26.82\|1160168;2026-09-04\|26.38\|-3.44\|27.65\|27.75\|26.08\|981263;2026-09-07\|27.45\|4.06\|26.65\|27.69\|26.54\|1032297;2026-09-08\|27.12\|-1.20\|27.39\|28.18\|26.96\|1069880;2026-09-09\|27.55\|1.59\|27.57\|28.43\|27.18\|1214267;2026-09-10\|29.42\|6.79\|27.88\|29.62\|27.31\|2107479;2026-09-11\|30.69\|4.32\|28.84\|31.25\|27.30\|2301338;2026-09-14\|30.85\|0.52\|29.80\|32.06\|29.37\|1872994;2026-09-15\|31.80\|3.08\|30.85\|33.53\|30.58\|1979403
114549	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针+AI服务器钻针+厦芝精密并购行业原因： 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4月30日投资者关系活动记录表，厦芝精密51%股权已完成交割，其AI服务器PCB钻针、极小径微钻订单旺盛，产能规模已接近全球第五，并计划2026年底月产能由1500万支扩至4000万支。 2、据2026年5月1日进展公告，发行股份收购厦芝精密剩余49%股权事项正与监管层沟通，预计5月快速推进，完成后将形成LED照明+PCB钻针双主业。 3、据2026年5月22日财闻，公司与关联方新设厦门市伊戈尔超硬涂层科技公司，强化高端涂层钻针配套能力。	公司拟收购厦门厦芝精密科技有限公司51%股权，标的为全球PCB龙头客户提供专业的微孔加工技术解决方案；其核心产品为PCB、FPC、IC载板以及AI PCB加工用钨钢微钻	2026-05-12\|174.79\|1.62\|170.80\|176.60\|165.23\|24806;2026-05-13\|180.37\|3.19\|173.14\|189.66\|173.14\|35022;2026-05-14\|183.22\|1.58\|187.68\|195.45\|181.00\|25453;2026-05-15\|181.80\|-0.78\|184.00\|191.99\|177.00\|23500;2026-05-18\|195.14\|7.34\|180.89\|199.80\|175.21\|34583;2026-05-19\|199.86\|2.42\|195.30\|205.97\|191.86\|32376;2026-05-20\|206.32\|3.23\|196.49\|212.78\|195.87\|31865;2026-05-21\|198.94\|-3.58\|214.69\|214.70\|195.00\|40502;2026-05-22\|238.73\|20.00\|202.71\|238.73\|202.71\|54736;2026-05-25\|263.55\|10.40\|254.81\|268.88\|240.10\|61361;2026-05-26\|247.54\|-6.07\|250.99\|257.88\|236.88\|50298;2026-05-27\|240.11\|-3.00\|247.53\|250.98\|235.18\|32184;2026-05-28\|179.82\|5.05\|171.22\|182.88\|167.00\|47040;2026-05-29\|168.05\|-6.55\|179.82\|179.83\|166.10\|42220;2026-06-01\|152.50\|-9.25\|166.09\|169.68\|151.99\|58945;2026-06-02\|168.90\|10.75\|152.00\|170.60\|149.11\|46182;2026-06-03\|172.04\|1.86\|175.00\|180.68\|165.56\|62655;2026-06-04\|195.73\|13.77\|170.00\|202.02\|170.00\|63945;2026-06-05\|194.85\|-0.45\|193.00\|205.00\|193.00\|48457;2026-06-08\|185.92\|-4.58\|170.85\|198.62\|170.85\|44422;2026-06-09\|203.00\|9.19\|195.01\|205.31\|181.28\|50540;2026-06-10\|187.01\|-7.88\|205.00\|206.20\|181.18\|49263;2026-06-11\|183.47\|-1.89\|183.64\|190.79\|180.60\|29159;2026-06-12\|187.72\|2.32\|196.00\|201.10\|183.47\|46357;2026-06-15\|225.26\|20.00\|189.99\|225.26\|182.25\|62209;2026-06-16\|232.52\|3.22\|225.23\|240.50\|220.50\|53324;2026-06-17\|233.99\|0.63\|231.23\|243.76\|225.08\|45328;2026-06-18\|240.77\|2.90\|229.31\|251.25\|227.00\|41796;2026-06-22\|227.50\|-5.51\|244.98\|255.23\|217.70\|60737;2026-06-23\|200.98\|-11.66\|225.76\|227.80\|198.00\|66118;2026-06-24\|195.80\|-2.58\|202.80\|206.18\|193.53\|58437;2026-06-25\|190.01\|-2.96\|196.00\|202.90\|177.10\|80296;2026-06-26\|190.62\|0.32\|189.08\|202.50\|185.70\|62178;2026-06-29\|200.00\|4.92\|193.29\|204.56\|180.50\|72010;2026-06-30\|183.92\|-8.04\|190.25\|193.67\|173.00\|80350;2026-07-01\|178.21\|-3.10\|182.80\|187.99\|175.11\|50673;2026-07-02\|169.85\|-4.69\|174.74\|178.89\|168.16\|41190;2026-07-03\|169.12\|-0.43\|166.80\|175.89\|164.38\|32218;2026-07-06\|152.65\|-9.74\|169.00\|169.88\|147.00\|57401;2026-07-07\|147.88\|-3.12\|153.49\|154.67\|144.72\|29880;2026-07-08\|146.66\|-0.82\|150.49\|152.88\|142.50\|32191;2026-07-09\|147.77\|0.76\|149.00\|150.46\|140.00\|41096;2026-07-10\|142.03\|-3.88\|152.21\|163.34\|142.03\|51828;2026-07-13\|132.00\|-7.06\|142.00\|144.00\|131.30\|49301;2026-07-14\|152.00\|15.15\|133.85\|158.40\|133.01\|84375;2026-07-15\|144.61\|-4.86\|150.48\|154.97\|143.50\|52823;2026-07-16\|139.29\|-3.68\|141.40\|148.82\|137.36\|38044;2026-07-17\|124.80\|-10.40\|138.72\|142.00\|121.97\|45954;2026-07-20\|106.45\|-14.70\|129.00\|132.00\|99.84\|77016;2026-07-21\|117.91\|10.77\|108.36\|118.38\|93.65\|64476;2026-07-22\|115.90\|-1.70\|115.79\|121.22\|113.89\|45041;2026-07-23\|116.66\|0.66\|117.98\|129.90\|115.01\|57071;2026-07-24\|114.66\|-1.71\|114.23\|118.90\|111.01\|36527;2026-07-27\|122.01\|6.41\|115.01\|123.02\|111.35\|48111;2026-07-28\|112.99\|-7.39\|118.51\|123.80\|111.46\|46093;2026-07-29\|110.77\|-1.96\|112.46\|113.75\|103.34\|43745;2026-07-30\|102.42\|-7.54\|111.00\|113.01\|99.00\|45937;2026-07-31\|111.79\|9.15\|114.25\|121.69\|111.00\|55856;2026-08-03\|109.87\|-1.72\|113.40\|114.50\|105.56\|38213;2026-08-04\|115.00\|4.67\|110.12\|118.12\|107.83\|50363;2026-08-05\|126.00\|9.57\|112.94\|128.45\|111.50\|62478;2026-08-06\|133.01\|5.56\|122.81\|138.00\|121.65\|65106;2026-08-07\|140.60\|5.71\|133.58\|144.88\|133.00\|77557;2026-08-10\|133.05\|-5.37\|139.76\|140.51\|127.34\|67062;2026-08-11\|127.00\|-4.55\|133.00\|135.58\|126.68\|51139;2026-08-12\|130.74\|2.94\|128.05\|133.79\|125.01\|46214;2026-08-13\|128.00\|-2.10\|133.35\|137.79\|128.00\|50051;2026-08-14\|130.59\|2.02\|128.00\|132.50\|126.69\|37013;2026-08-17\|137.78\|5.51\|128.99\|138.30\|128.01\|54063;2026-08-18\|137.00\|-0.57\|140.02\|142.68\|133.59\|34657;2026-08-19\|118.05\|-13.83\|131.62\|133.08\|117.01\|50586;2026-08-20\|119.67\|1.37\|121.90\|121.90\|116.60\|33389;2026-08-21\|120.37\|0.58\|119.00\|123.20\|115.56\|22670;2026-08-24\|115.12\|-4.36\|120.36\|120.36\|111.11\|34998;2026-08-25\|113.94\|-1.02\|111.92\|115.77\|108.10\|36573;2026-08-26\|112.52\|-1.25\|116.21\|116.21\|108.20\|32967;2026-08-27\|118.39\|5.22\|112.86\|119.77\|112.86\|31412;2026-08-28\|111.88\|-5.50\|117.83\|119.23\|111.68\|30015;2026-08-31\|113.83\|1.74\|109.65\|114.45\|108.00\|31620;2026-09-01\|107.61\|-5.46\|113.96\|114.90\|106.70\|33636;2026-09-02\|106.40\|-1.12\|105.46\|107.50\|103.85\|22066;2026-09-03\|107.80\|1.32\|107.91\|110.37\|105.50\|22858;2026-09-04\|104.04\|-3.49\|108.65\|112.28\|103.61\|28652;2026-09-07\|108.90\|4.67\|105.01\|109.58\|102.84\|29737;2026-09-08\|107.43\|-1.35\|109.96\|113.00\|106.55\|21828;2026-09-09\|107.97\|0.50\|108.91\|111.69\|107.02\|21726;2026-09-10\|106.91\|-0.98\|107.12\|109.05\|105.75\|16753;2026-09-11\|105.60\|-1.23\|105.00\|106.80\|100.61\|20557;2026-09-14\|110.75\|4.88\|102.89\|112.60\|102.33\|36987;2026-09-15\|115.22\|4.04\|110.14\|119.25\|110.00\|48820
114548	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB涨价+Mini/MicroLED+一季报增长行业原因： 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、据人民财讯2026年6月15日报道，受原材料覆铜板价格持续大幅上涨影响，木林森全资子公司新余木林森电子有限公司决定自2026年6月12日起，对全线PCB产品价格上调20%。 2、据2026年5月19日投资者关系活动记录表，公司MiniLED已实现规模化量产并批量供货，MicroLED完成技术平台搭建，未来重点发展Mini/MicroLED、光通信与光互连等创新产业。 3、据2026年4月28日公告，公司2026年一季报实现营收47.20亿元，同比增长21.45%；实现归母净利润4.19亿元，同比增长193.26%。	子公司对全线PCB产品价格上调20%	2026-05-12\|9.53\|-0.73\|9.56\|9.60\|9.43\|494010;2026-05-13\|10.00\|4.93\|9.45\|10.03\|9.40\|782362;2026-05-14\|10.06\|0.60\|9.94\|10.20\|9.88\|683455;2026-05-15\|9.68\|-3.78\|10.05\|10.17\|9.58\|543584;2026-05-18\|9.65\|-0.31\|9.60\|9.82\|9.47\|337464;2026-05-19\|9.72\|0.73\|9.59\|9.75\|9.48\|327954;2026-05-20\|10.11\|4.01\|9.66\|10.14\|9.60\|642330;2026-05-21\|9.68\|-4.25\|10.31\|10.61\|9.65\|719931;2026-05-22\|9.84\|1.65\|9.75\|10.07\|9.55\|544956;2026-05-25\|10.82\|9.96\|9.91\|10.82\|9.85\|1141713;2026-05-26\|10.46\|-3.33\|11.05\|11.06\|10.27\|1166014;2026-05-27\|11.00\|5.16\|10.75\|11.20\|10.67\|1397101;2026-05-28\|10.90\|-0.91\|10.91\|11.18\|10.81\|889230;2026-05-29\|10.39\|-4.68\|10.90\|10.98\|10.28\|833406;2026-06-01\|10.05\|-3.27\|10.29\|10.47\|10.03\|640749;2026-06-02\|10.26\|2.09\|10.04\|10.48\|10.01\|627013;2026-06-03\|10.31\|0.49\|10.25\|10.86\|10.22\|653832;2026-06-04\|10.30\|-0.10\|10.16\|10.60\|10.12\|634562;2026-06-05\|10.06\|-2.33\|10.17\|10.47\|9.60\|727923;2026-06-08\|9.71\|-3.48\|9.75\|10.10\|9.56\|610231;2026-06-09\|9.68\|-0.31\|9.85\|9.95\|9.55\|542954;2026-06-10\|9.51\|-1.76\|9.51\|9.85\|9.36\|510831;2026-06-11\|9.23\|-2.94\|9.41\|9.54\|9.14\|461231;2026-06-12\|9.32\|0.98\|9.51\|9.80\|9.18\|642214;2026-06-15\|10.25\|9.98\|9.50\|10.25\|9.38\|956926;2026-06-16\|10.63\|3.71\|10.25\|10.82\|10.21\|1256396;2026-06-17\|11.43\|7.53\|10.59\|11.52\|10.50\|1342368;2026-06-18\|11.33\|-0.87\|11.49\|11.83\|11.23\|1059761;2026-06-22\|11.66\|2.91\|11.46\|12.10\|11.38\|1105514;2026-06-23\|11.42\|-2.06\|11.65\|11.65\|11.14\|760058;2026-06-24\|12.04\|5.43\|11.31\|12.15\|11.21\|1044286;2026-06-25\|12.67\|5.23\|12.19\|13.11\|12.06\|1311079;2026-06-26\|12.78\|0.87\|12.55\|13.15\|12.38\|1243119;2026-06-29\|11.83\|-7.43\|12.45\|12.79\|11.53\|1307214;2026-06-30\|12.55\|6.09\|11.95\|12.68\|11.90\|1020816;2026-07-01\|12.45\|-0.80\|12.55\|12.92\|12.26\|910775;2026-07-02\|11.90\|-4.42\|12.00\|12.39\|11.74\|806526;2026-07-03\|11.96\|0.50\|11.90\|12.39\|11.30\|922906;2026-07-06\|11.63\|-2.76\|12.13\|12.23\|11.35\|682990;2026-07-07\|12.15\|4.47\|11.52\|12.52\|11.41\|1148978;2026-07-08\|11.56\|-4.86\|12.23\|12.36\|11.37\|932574;2026-07-09\|12.72\|10.03\|12.10\|12.72\|12.03\|490737;2026-07-10\|12.84\|0.94\|13.66\|13.98\|12.76\|1883254;2026-07-13\|11.56\|-9.97\|12.45\|13.28\|11.56\|1246435;2026-07-14\|12.28\|6.23\|11.31\|12.34\|10.95\|1284672;2026-07-15\|11.95\|-2.69\|12.45\|12.65\|11.45\|1071455;2026-07-16\|11.65\|-2.51\|11.67\|12.24\|11.43\|1021727;2026-07-17\|10.59\|-9.10\|11.47\|11.79\|10.55\|1079872;2026-07-20\|9.93\|-6.23\|10.85\|10.92\|9.63\|1010114;2026-07-21\|10.92\|9.97\|10.10\|10.92\|9.85\|907513;2026-07-22\|10.95\|0.27\|10.93\|11.48\|10.92\|1092242;2026-07-23\|10.66\|-2.65\|11.17\|11.17\|10.52\|623459;2026-07-24\|10.55\|-1.03\|10.45\|10.87\|10.37\|504785;2026-07-27\|10.97\|3.98\|10.48\|11.05\|10.21\|594164;2026-07-28\|10.63\|-3.10\|10.69\|11.23\|10.60\|649723;2026-07-29\|10.55\|-0.75\|10.67\|10.71\|10.15\|689322;2026-07-30\|10.11\|-4.17\|10.52\|10.78\|10.01\|602025;2026-07-31\|10.18\|0.69\|10.60\|10.74\|10.13\|713235;2026-08-03\|9.88\|-2.95\|10.01\|10.08\|9.81\|518238;2026-08-04\|10.15\|2.73\|9.95\|10.22\|9.90\|445412;2026-08-05\|10.69\|5.32\|9.99\|10.94\|9.94\|855058;2026-08-06\|10.98\|2.71\|10.55\|11.03\|10.48\|694740;2026-08-07\|11.43\|4.10\|10.97\|11.48\|10.90\|743190;2026-08-10\|11.17\|-2.27\|11.49\|11.52\|10.98\|583235;2026-08-11\|11.13\|-0.36\|11.10\|11.42\|11.09\|428694;2026-08-12\|11.66\|4.76\|11.15\|11.84\|11.14\|767624;2026-08-13\|11.66\|0.00\|11.94\|12.34\|11.66\|876755;2026-08-14\|11.75\|0.77\|11.89\|11.92\|11.51\|495498;2026-08-17\|11.92\|1.45\|11.89\|11.95\|11.63\|480669;2026-08-18\|11.77\|-1.26\|11.85\|12.03\|11.60\|449677;2026-08-19\|11.09\|-5.78\|11.49\|11.87\|11.02\|601114;2026-08-20\|11.05\|-0.36\|11.24\|11.29\|10.94\|411146;2026-08-21\|11.36\|2.81\|10.95\|11.48\|10.81\|530866;2026-08-24\|11.25\|-0.97\|11.36\|11.51\|11.00\|486795;2026-08-25\|11.20\|-0.44\|11.06\|11.25\|10.87\|343011;2026-08-26\|11.10\|-0.89\|11.20\|11.25\|10.98\|314932;2026-08-27\|11.96\|7.75\|11.18\|12.01\|11.11\|741284;2026-08-28\|11.65\|-2.59\|11.80\|11.97\|11.64\|647382;2026-08-31\|11.88\|1.97\|11.48\|11.98\|11.38\|522864;2026-09-01\|11.49\|-3.28\|11.88\|11.88\|11.40\|511598;2026-09-02\|11.03\|-4.00\|11.28\|11.30\|10.90\|500934;2026-09-03\|11.14\|1.00\|11.10\|11.22\|10.78\|466907;2026-09-04\|10.76\|-3.41\|11.19\|11.42\|10.66\|588674;2026-09-07\|11.19\|4.00\|10.91\|11.21\|10.80\|528913;2026-09-08\|11.00\|-1.70\|11.21\|11.30\|10.97\|395485;2026-09-09\|11.30\|2.73\|11.05\|11.44\|11.00\|515711;2026-09-10\|11.09\|-1.86\|11.29\|11.38\|11.03\|328286;2026-09-11\|11.14\|0.45\|10.92\|11.15\|10.66\|484331;2026-09-14\|11.92\|7.00\|10.99\|11.98\|10.82\|1049811;2026-09-15\|11.86\|-0.50\|11.93\|12.04\|11.80\|577328
114547	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+特种电子布+AI算力行业原因： 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、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944;2026-07-20\|144.25\|-10.00\|165.60\|167.48\|144.25\|154632;2026-07-21\|158.68\|10.00\|152.13\|158.68\|134.01\|144641;2026-07-22\|155.06\|-2.28\|159.12\|169.50\|154.00\|173917;2026-07-23\|153.83\|-0.79\|158.16\|167.90\|152.35\|142799;2026-07-24\|145.77\|-5.24\|150.81\|152.00\|144.21\|117743;2026-07-27\|160.35\|10.00\|147.67\|160.35\|144.39\|223604;2026-07-28\|148.64\|-7.30\|157.31\|164.60\|146.50\|204637;2026-07-29\|139.07\|-6.44\|148.63\|154.99\|133.97\|256380;2026-07-30\|125.16\|-10.00\|134.11\|138.99\|125.16\|223602;2026-07-31\|128.13\|2.37\|137.50\|137.68\|127.52\|254006;2026-08-03\|115.32\|-10.00\|124.84\|127.00\|115.32\|248186;2026-08-04\|125.55\|8.87\|118.00\|126.85\|112.60\|279474;2026-08-05\|138.11\|10.00\|123.18\|138.11\|122.36\|216274;2026-08-06\|148.74\|7.70\|138.00\|150.98\|137.02\|316551;2026-08-07\|158.80\|6.76\|149.36\|163.61\|146.20\|387872;2026-08-10\|157.54\|-0.79\|161.50\|165.58\|149.70\|323480;2026-08-11\|152.82\|-3.00\|151.01\|158.97\|149.03\|213864;2026-08-12\|154.49\|1.09\|152.79\|156.55\|149.79\|192038;2026-08-13\|151.68\|-1.82\|156.88\|160.90\|151.30\|217284;2026-08-14\|154.18\|1.65\|151.00\|156.50\|145.50\|233956;2026-08-17\|160.93\|4.38\|156.50\|162.23\|154.19\|232989;2026-08-18\|157.22\|-2.31\|162.50\|164.51\|153.77\|195901;2026-08-19\|141.50\|-10.00\|150.00\|152.50\|141.50\|184247;2026-08-20\|137.40\|-2.90\|141.50\|142.00\|135.01\|183895;2026-08-21\|140.41\|2.19\|137.42\|143.03\|134.31\|145910;2026-08-24\|133.90\|-4.64\|140.00\|140.15\|129.86\|129593;2026-08-25\|133.16\|-0.55\|130.53\|135.90\|127.46\|109448;2026-08-26\|133.92\|0.57\|134.23\|135.57\|129.97\|102669;2026-08-27\|140.76\|5.11\|135.89\|141.80\|133.70\|135429;2026-08-28\|139.17\|-1.13\|138.50\|144.18\|138.01\|138586;2026-08-31\|147.55\|6.02\|133.74\|149.74\|133.34\|192952;2026-09-01\|138.60\|-6.07\|150.21\|151.99\|134.87\|229139;2026-09-02\|136.30\|-1.66\|134.64\|141.32\|134.64\|134701;2026-09-03\|134.10\|-1.61\|137.12\|138.00\|132.34\|111188;2026-09-04\|120.69\|-10.00\|134.90\|135.50\|120.69\|266534;2026-09-07\|123.82\|2.59\|120.00\|126.65\|118.73\|256526;2026-09-08\|126.78\|2.39\|123.08\|132.87\|123.00\|200568;2026-09-09\|128.25\|1.16\|128.79\|131.54\|126.76\|137814;2026-09-10\|129.10\|0.66\|127.00\|134.50\|125.48\|171251;2026-09-11\|129.80\|0.54\|127.43\|130.89\|123.05\|159651;2026-09-14\|130.67\|0.67\|127.63\|133.75\|124.35\|144522;2026-09-15\|138.23\|5.79\|131.00\|143.74\|131.00\|328017
114546	全球最大PPE树脂产区停产，PCB材料持续涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478
114545	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-05-12\|131.76\|8.73\|130.50\|135.00\|122.50\|99974;2026-05-13\|136.50\|3.60\|130.00\|137.98\|127.70\|84338;2026-05-14\|148.00\|8.42\|132.00\|152.00\|127.55\|127612;2026-05-15\|139.90\|-5.47\|139.12\|150.05\|138.56\|94483;2026-05-18\|143.80\|2.79\|139.05\|148.03\|137.00\|100022;2026-05-19\|155.10\|7.86\|147.00\|156.88\|147.00\|101630;2026-05-20\|148.77\|-4.08\|157.99\|165.00\|143.79\|80534;2026-05-21\|142.35\|-4.32\|167.00\|173.42\|140.22\|125115;2026-05-22\|170.82\|20.00\|149.94\|170.82\|149.94\|77574;2026-05-25\|183.00\|7.13\|186.20\|189.66\|176.49\|121105;2026-05-26\|178.13\|-2.66\|180.00\|182.00\|165.11\|103596;2026-05-27\|167.13\|-6.18\|182.99\|182.99\|163.89\|100157;2026-05-28\|169.77\|1.58\|162.01\|174.53\|158.00\|92136;2026-05-29\|165.33\|-2.62\|169.46\|184.00\|163.30\|127375;2026-06-01\|159.89\|-3.29\|164.00\|167.89\|152.81\|72362;2026-06-02\|162.17\|1.43\|157.00\|163.45\|147.10\|80359;2026-06-03\|158.39\|-2.33\|161.12\|162.90\|153.20\|70321;2026-06-04\|171.68\|8.39\|155.39\|175.00\|155.00\|94303;2026-06-05\|176.50\|2.81\|166.12\|187.88\|161.77\|104518;2026-06-08\|177.56\|0.60\|164.80\|182.98\|160.80\|68803;2026-06-09\|181.00\|1.94\|183.00\|187.87\|170.80\|59657;2026-06-10\|169.01\|-6.62\|174.21\|177.38\|164.08\|52407;2026-06-11\|162.45\|-3.88\|165.41\|171.98\|159.02\|39455;2026-06-12\|154.44\|-4.93\|168.51\|172.39\|152.53\|63782;2026-06-15\|185.33\|20.00\|160.00\|185.33\|158.22\|89751;2026-06-16\|195.26\|5.36\|189.93\|202.89\|180.00\|119785;2026-06-17\|196.12\|0.44\|193.99\|213.88\|190.01\|109182;2026-06-18\|194.65\|-0.75\|196.51\|205.90\|190.44\|84169;2026-06-22\|187.50\|-3.67\|195.78\|199.97\|181.80\|85714;2026-06-23\|170.07\|-9.30\|180.00\|183.00\|168.51\|73120;2026-06-24\|171.90\|1.08\|168.80\|172.88\|164.00\|66973;2026-06-25\|186.33\|8.39\|180.00\|199.80\|174.00\|105512;2026-06-26\|198.81\|6.70\|181.11\|202.50\|175.33\|113605;2026-06-29\|191.33\|-3.76\|199.92\|201.01\|169.00\|110190;2026-06-30\|207.95\|8.77\|186.00\|209.94\|177.50\|90616;2026-07-01\|196.65\|-5.43\|201.00\|207.00\|187.06\|84233;2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|50577;2026-07-13\|129.10\|-7.80\|139.90\|143.80\|128.29\|57972;2026-07-14\|136.61\|5.82\|131.60\|139.00\|127.07\|47393;2026-07-15\|129.00\|-5.57\|139.12\|139.87\|128.46\|38655;2026-07-16\|121.85\|-5.54\|125.97\|129.98\|120.00\|42097;2026-07-17\|111.00\|-8.90\|123.00\|124.00\|111.00\|46993;2026-07-20\|95.76\|-13.73\|115.00\|115.20\|91.06\|66724;2026-07-21\|106.30\|11.01\|97.96\|107.00\|85.22\|68303;2026-07-22\|102.15\|-3.90\|105.53\|109.00\|101.31\|44817;2026-07-23\|100.18\|-1.93\|103.48\|107.27\|99.00\|41442;2026-07-24\|97.08\|-3.09\|100.00\|101.50\|95.70\|27660;2026-07-27\|102.30\|5.38\|97.53\|102.68\|94.57\|38385;2026-07-28\|93.75\|-8.36\|100.00\|102.78\|92.69\|45531;2026-07-29\|90.36\|-3.62\|93.29\|95.00\|84.66\|57045;2026-07-30\|81.00\|-10.36\|89.67\|92.58\|79.88\|58326;2026-07-31\|83.73\|3.37\|90.00\|92.94\|83.49\|57091;2026-08-03\|81.46\|-2.71\|83.46\|87.28\|79.88\|50385;2026-08-04\|91.60\|12.45\|82.50\|92.28\|80.38\|56482;2026-08-05\|98.78\|7.84\|89.50\|100.60\|89.00\|62922;2026-08-06\|105.68\|6.99\|96.58\|106.47\|95.86\|70427;2026-08-07\|117.30\|11.00\|107.79\|122.97\|103.21\|102789;2026-08-10\|111.39\|-5.04\|116.77\|117.00\|107.40\|91781;2026-08-11\|108.50\|-2.59\|109.58\|111.80\|106.00\|54144;2026-08-12\|110.48\|1.82\|109.06\|112.15\|107.55\|63315;2026-08-13\|107.36\|-2.82\|112.00\|115.60\|106.88\|71877;2026-08-14\|110.75\|3.16\|108.18\|112.12\|108.02\|51609;2026-08-17\|118.96\|7.41\|112.12\|119.88\|109.30\|66287;2026-08-18\|118.15\|-0.68\|118.98\|121.68\|114.50\|67345;2026-08-19\|104.75\|-11.34\|112.20\|115.66\|104.00\|63265;2026-08-20\|105.00\|0.24\|106.86\|108.95\|103.68\|35088;2026-08-21\|106.87\|1.78\|104.50\|109.80\|101.72\|35930;2026-08-24\|104.38\|-2.33\|106.50\|107.89\|101.01\|33552;2026-08-25\|103.32\|-1.02\|97.56\|104.84\|96.18\|44839;2026-08-26\|106.00\|2.59\|102.96\|109.99\|98.63\|44390;2026-08-27\|115.58\|9.04\|107.00\|117.98\|105.06\|59194;2026-08-28\|113.20\|-2.06\|114.43\|120.02\|112.53\|59201;2026-08-31\|119.16\|5.26\|112.19\|119.60\|110.00\|58591;2026-09-01\|112.37\|-5.70\|118.01\|120.00\|110.10\|55688;2026-09-02\|115.49\|2.78\|110.11\|118.40\|108.35\|57503;2026-09-03\|122.88\|6.40\|118.40\|125.00\|113.00\|80585;2026-09-04\|118.00\|-3.97\|125.21\|126.88\|116.88\|85217;2026-09-07\|120.52\|2.14\|119.00\|122.36\|109.00\|92943;2026-09-08\|116.48\|-3.35\|119.00\|121.97\|113.63\|66819;2026-09-09\|113.39\|-2.65\|117.34\|119.90\|112.35\|47928;2026-09-10\|114.90\|1.33\|112.66\|121.20\|110.05\|59896;2026-09-11\|110.88\|-3.50\|112.00\|116.99\|107.10\|54106;2026-09-14\|114.45\|3.22\|108.00\|117.33\|106.60\|58409;2026-09-15\|116.58\|1.86\|114.01\|122.88\|113.99\|64473
114544	全球最大PPE树脂产区停产，PCB材料持续涨价	光模块+AI PCB+业绩高增行业原因：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，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652
114543	全球最大PPE树脂产区停产，PCB材料持续涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719;2026-09-15\|53.77\|1.86\|52.70\|55.38\|52.55\|621451
114542	全球最大PPE树脂产区停产，PCB材料持续涨价	纳入深证成指+PCB铜箔+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔	2026-05-12\|94.51\|8.51\|87.10\|96.00\|84.08\|617971;2026-05-13\|99.01\|4.76\|90.00\|103.96\|88.50\|555067;2026-05-14\|85.88\|-13.26\|95.00\|96.00\|84.18\|512771;2026-05-15\|83.20\|-3.12\|84.66\|88.89\|80.10\|390272;2026-05-18\|87.11\|4.70\|83.14\|88.78\|80.50\|333327;2026-05-19\|87.53\|0.48\|86.70\|90.98\|85.02\|278968;2026-05-20\|87.99\|0.53\|87.11\|89.88\|84.47\|287883;2026-05-21\|82.93\|-5.75\|89.99\|91.50\|82.80\|325049;2026-05-22\|90.93\|9.65\|83.13\|94.50\|83.13\|384504;2026-05-25\|95.68\|5.22\|95.00\|99.01\|89.10\|384498;2026-05-26\|102.45\|7.08\|92.00\|103.00\|91.15\|406540;2026-05-27\|101.92\|-0.52\|100.00\|106.60\|95.00\|366325;2026-05-28\|119.08\|16.84\|102.47\|122.30\|100.00\|536682;2026-05-29\|114.00\|-4.27\|111.20\|125.88\|109.67\|534133;2026-06-01\|104.89\|-7.99\|110.54\|115.25\|96.92\|370829;2026-06-02\|103.63\|-1.20\|105.00\|106.00\|97.40\|321475;2026-06-03\|107.40\|3.64\|102.66\|112.40\|100.43\|356640;2026-06-04\|109.75\|2.19\|103.69\|109.79\|103.60\|287725;2026-06-05\|111.26\|1.38\|107.01\|116.66\|107.00\|310968;2026-06-08\|113.10\|1.65\|102.41\|113.10\|102.38\|279073;2026-06-09\|122.76\|8.54\|117.80\|124.10\|114.23\|363776;2026-06-10\|122.80\|0.03\|120.00\|131.45\|118.09\|330146;2026-06-11\|127.98\|4.22\|121.00\|129.50\|116.18\|323874;2026-06-12\|141.80\|10.80\|134.94\|148.00\|133.10\|461062;2026-06-15\|170.16\|20.00\|149.00\|170.16\|147.00\|412898;2026-06-16\|178.17\|4.71\|182.10\|198.80\|172.05\|568806;2026-06-17\|181.69\|1.98\|178.19\|192.58\|177.00\|516619;2026-06-18\|200.00\|10.08\|179.30\|202.15\|178.01\|436345;2026-06-22\|196.50\|-1.75\|195.55\|200.60\|179.00\|612969;2026-06-23\|171.81\|-12.56\|188.69\|189.00\|171.10\|474029;2026-06-24\|186.69\|8.66\|174.90\|188.98\|174.90\|468737;2026-06-25\|183.27\|-1.83\|180.98\|187.58\|176.00\|505759;2026-06-26\|170.30\|-7.08\|175.00\|176.00\|160.96\|574127;2026-06-29\|160.68\|-5.65\|166.51\|172.83\|152.80\|442712;2026-06-30\|165.07\|2.73\|159.50\|169.10\|157.00\|381224;2026-07-01\|164.84\|-0.14\|166.00\|174.31\|162.00\|447094;2026-07-02\|157.92\|-4.20\|154.00\|164.93\|147.00\|328765;2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912;2026-07-13\|119.75\|-9.34\|132.07\|133.50\|119.20\|340301;2026-07-14\|134.21\|12.08\|121.91\|135.15\|120.00\|394283;2026-07-15\|127.40\|-5.07\|136.89\|137.96\|126.19\|302658;2026-07-16\|127.21\|-0.15\|125.11\|133.60\|120.30\|329746;2026-07-17\|129.05\|1.45\|125.06\|132.36\|120.88\|511566;2026-07-20\|103.24\|-20.00\|112.63\|119.00\|103.24\|250469;2026-07-21\|107.54\|4.17\|90.00\|109.47\|82.59\|762126;2026-07-22\|95.36\|-11.33\|100.00\|104.82\|94.00\|623696;2026-07-23\|93.18\|-2.29\|96.16\|99.98\|92.35\|391972;2026-07-24\|90.11\|-3.29\|91.54\|93.98\|89.00\|294466;2026-07-27\|96.88\|7.51\|90.11\|97.30\|87.96\|348525;2026-07-28\|87.66\|-9.52\|94.59\|95.77\|86.63\|302357;2026-07-29\|86.96\|-0.80\|87.66\|90.25\|83.12\|312679;2026-07-30\|79.51\|-8.57\|86.95\|87.46\|77.28\|333684;2026-07-31\|82.62\|3.91\|88.00\|91.79\|82.45\|412719;2026-08-03\|77.66\|-6.00\|81.41\|82.97\|77.37\|271209;2026-08-04\|86.16\|10.95\|79.00\|87.46\|78.21\|365986;2026-08-05\|94.90\|10.14\|84.18\|96.69\|84.01\|432623;2026-08-06\|99.00\|4.32\|94.77\|101.93\|93.00\|499659;2026-08-07\|115.81\|16.98\|100.25\|118.80\|100.00\|793385;2026-08-10\|120.99\|4.47\|118.81\|123.00\|113.21\|792583;2026-08-11\|120.99\|0.00\|117.90\|126.40\|114.12\|616335;2026-08-12\|120.51\|-0.40\|121.96\|122.80\|118.20\|446063;2026-08-13\|119.23\|-1.06\|121.50\|126.35\|118.88\|495534;2026-08-14\|123.05\|3.20\|119.47\|124.09\|117.00\|435058;2026-08-17\|132.22\|7.45\|123.05\|133.88\|121.40\|562457;2026-08-18\|124.21\|-6.06\|129.85\|130.90\|122.85\|487374;2026-08-19\|113.88\|-8.32\|117.68\|123.38\|112.27\|436892;2026-08-20\|113.19\|-0.61\|116.59\|118.99\|111.10\|341255;2026-08-21\|114.80\|1.42\|112.22\|115.92\|110.08\|273594;2026-08-24\|111.11\|-3.21\|114.22\|114.90\|106.33\|280089;2026-08-25\|110.53\|-0.52\|110.00\|111.80\|106.00\|238582;2026-08-26\|107.82\|-2.45\|111.27\|111.71\|106.01\|237025;2026-08-27\|114.53\|6.22\|110.03\|115.36\|106.80\|375372;2026-08-28\|114.39\|-0.12\|113.15\|119.48\|113.01\|376571;2026-08-31\|123.97\|8.37\|111.50\|123.97\|111.10\|499219;2026-09-01\|114.23\|-7.86\|121.51\|122.00\|113.50\|361451;2026-09-02\|108.89\|-4.67\|108.51\|111.65\|107.00\|229385;2026-09-03\|104.84\|-3.72\|111.11\|112.20\|103.01\|269314;2026-09-04\|100.87\|-3.79\|106.02\|106.95\|99.66\|261277;2026-09-07\|106.99\|6.07\|102.58\|108.85\|101.50\|328864;2026-09-08\|105.50\|-1.39\|107.50\|109.31\|104.06\|281618;2026-09-09\|107.21\|1.62\|107.62\|110.54\|106.00\|270673;2026-09-10\|108.45\|1.16\|107.00\|111.60\|105.50\|292396;2026-09-11\|107.25\|-1.11\|105.52\|108.72\|101.55\|301683;2026-09-14\|108.70\|1.35\|104.50\|111.68\|103.01\|262673;2026-09-15\|113.61\|4.52\|108.72\|116.27\|108.72\|376381
114541	全球最大PPE树脂产区停产，PCB材料持续涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司是国内PCB龙头，为苹果核心供应链的HDI公司，主营包括超薄及特种覆铜板	2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299;2026-07-14\|16.95\|4.31\|16.15\|16.96\|15.83\|602681;2026-07-15\|15.88\|-6.31\|17.28\|17.34\|15.81\|524790;2026-07-16\|15.28\|-3.78\|15.76\|16.26\|15.20\|499817;2026-07-17\|13.76\|-9.95\|15.28\|15.39\|13.75\|618124;2026-07-20\|12.72\|-7.56\|14.05\|14.20\|12.50\|619768;2026-07-21\|13.82\|8.65\|13.01\|13.95\|11.60\|781806;2026-07-22\|13.54\|-2.03\|13.59\|14.22\|13.44\|642836;2026-07-23\|13.53\|-0.07\|13.61\|13.98\|13.31\|416128;2026-07-24\|13.04\|-3.62\|13.20\|13.58\|12.97\|323490;2026-07-27\|13.60\|4.29\|13.06\|13.61\|12.72\|380604;2026-07-28\|12.90\|-5.15\|13.37\|13.71\|12.77\|438364;2026-07-29\|13.12\|1.71\|12.84\|13.35\|12.54\|529226;2026-07-30\|12.21\|-6.94\|12.92\|13.13\|12.05\|560009;2026-07-31\|12.60\|3.19\|12.88\|13.23\|12.60\|554018;2026-08-03\|12.67\|0.56\|12.58\|12.75\|12.31\|354349;2026-08-04\|13.40\|5.76\|12.84\|13.48\|12.81\|555985;2026-08-05\|14.08\|5.07\|13.30\|14.25\|13.30\|734228;2026-08-06\|14.30\|1.56\|13.83\|14.51\|13.81\|641246;2026-08-07\|15.14\|5.87\|14.71\|15.37\|14.41\|942587;2026-08-10\|14.92\|-1.45\|15.29\|15.40\|14.49\|694955;2026-08-11\|14.78\|-0.94\|14.68\|15.09\|14.54\|413940;2026-08-12\|15.02\|1.62\|14.71\|15.08\|14.64\|376770;2026-08-13\|14.62\|-2.66\|15.18\|15.30\|14.61\|443141;2026-08-14\|15.30\|4.65\|14.87\|15.44\|14.64\|566989;2026-08-17\|15.72\|2.75\|15.30\|15.75\|15.18\|539234;2026-08-18\|15.77\|0.32\|15.80\|16.04\|15.50\|590780;2026-08-19\|14.40\|-8.69\|15.15\|15.44\|14.31\|507995;2026-08-20\|14.69\|2.01\|14.67\|14.96\|14.39\|361499;2026-08-21\|15.10\|2.79\|14.50\|15.26\|14.29\|393696;2026-08-24\|14.65\|-2.98\|15.05\|15.20\|14.16\|369484;2026-08-25\|14.86\|1.43\|14.30\|14.98\|14.03\|329380;2026-08-26\|14.73\|-0.87\|14.99\|15.00\|14.44\|240360;2026-08-27\|15.70\|6.59\|14.79\|15.72\|14.79\|538559;2026-08-28\|15.37\|-2.10\|15.60\|15.93\|15.37\|483701;2026-08-31\|15.82\|2.93\|15.06\|15.88\|15.05\|442029;2026-09-01\|15.41\|-2.59\|15.78\|15.86\|15.30\|320948;2026-09-02\|15.09\|-2.08\|15.25\|15.39\|14.98\|271621;2026-09-03\|14.98\|-0.73\|15.21\|15.35\|14.77\|254476;2026-09-04\|14.49\|-3.27\|15.10\|15.42\|14.34\|363307;2026-09-07\|15.94\|10.01\|14.72\|15.94\|14.71\|530944;2026-09-08\|16.53\|3.70\|17.23\|17.53\|16.37\|1500283;2026-09-09\|17.00\|2.84\|17.05\|17.29\|16.57\|1200697;2026-09-10\|18.70\|10.00\|16.80\|18.70\|16.67\|1542746;2026-09-11\|20.57\|10.00\|18.63\|20.57\|18.20\|1829544;2026-09-14\|22.63\|10.01\|20.80\|22.63\|20.79\|1145345;2026-09-15\|23.90\|5.61\|23.00\|24.89\|22.80\|2404774
114540	全球最大PPE树脂产区停产，PCB材料持续涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227
114539	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+AI服务器电源行业原因： 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、据公司2025年年报，公司聚焦AI服务器电源、高频高速信号传输等新兴应用领域，大力发展高频高速板、高多层板、厚铜电源板等高端产品，高端产品收入占比持续提升。 2、据2026年4月16日年报，公司抢抓AI算力发展机遇，布局AI服务器电源PCB与高速互连产品，并拓展具身智能等领域；在汽车电子方面，围绕新能源高压平台、激光雷达、智能座舱等开发专用产品。	公司拟3.3亿元投建高端PCB定制化生产基地，产品以高性能、高可靠性的多层铝基盲孔板、阶梯槽PCB、热电分离铜基板、microled板、高多层厚铜板、多层特种线圈板、高频雷达板等高端定制化PCB产品为主	2026-05-12\|38.65\|-0.95\|38.87\|39.54\|38.21\|31894;2026-05-13\|39.70\|2.72\|38.50\|40.40\|37.86\|49676;2026-05-14\|38.34\|-3.43\|40.40\|40.40\|38.13\|39568;2026-05-15\|37.48\|-2.24\|38.49\|38.80\|36.97\|33218;2026-05-18\|38.13\|1.73\|37.80\|38.62\|36.50\|31746;2026-05-19\|38.06\|-0.18\|38.00\|38.30\|36.58\|27226;2026-05-20\|38.26\|0.53\|37.81\|38.47\|37.48\|28524;2026-05-21\|36.43\|-4.78\|38.60\|39.35\|36.32\|41381;2026-05-22\|39.20\|7.60\|36.50\|39.60\|36.50\|56114;2026-05-25\|40.24\|2.65\|39.98\|41.00\|38.70\|56334;2026-05-26\|41.10\|2.14\|39.65\|41.12\|39.10\|62974;2026-05-27\|39.32\|-4.33\|40.96\|41.80\|38.65\|68679;2026-05-28\|41.11\|4.55\|39.20\|41.20\|38.60\|78538;2026-05-29\|39.93\|-2.87\|41.11\|41.97\|39.10\|87072;2026-06-01\|40.28\|0.88\|39.09\|40.98\|38.00\|71825;2026-06-02\|39.66\|-1.54\|39.88\|41.51\|39.03\|66193;2026-06-03\|38.17\|-3.76\|39.60\|40.15\|37.51\|70366;2026-06-04\|38.10\|-0.18\|37.66\|39.39\|36.88\|55692;2026-06-05\|37.20\|-2.36\|37.71\|38.56\|34.95\|62599;2026-06-08\|36.28\|-2.47\|35.25\|37.68\|35.17\|49646;2026-06-09\|36.85\|1.57\|36.88\|37.79\|36.33\|47339;2026-06-10\|35.57\|-3.47\|36.31\|37.30\|34.76\|37739;2026-06-11\|36.35\|2.19\|35.30\|37.20\|33.91\|49469;2026-06-12\|36.92\|1.57\|36.80\|37.84\|36.16\|47609;2026-06-15\|40.61\|9.99\|36.92\|40.61\|36.92\|44796;2026-06-16\|40.69\|0.20\|41.65\|41.65\|39.80\|62040;2026-06-17\|41.50\|1.99\|40.89\|42.09\|40.58\|66544;2026-06-18\|41.61\|0.27\|41.00\|42.20\|40.77\|51532;2026-06-22\|40.31\|-3.12\|41.79\|41.79\|38.85\|55580;2026-06-23\|38.39\|-4.76\|40.33\|40.33\|37.97\|44388;2026-06-24\|39.40\|2.63\|38.35\|40.07\|37.98\|55349;2026-06-25\|38.81\|-1.50\|38.92\|39.89\|38.31\|50628;2026-06-26\|38.29\|-1.34\|38.60\|39.10\|37.20\|44122;2026-06-29\|34.46\|-10.00\|38.01\|38.40\|34.46\|53150;2026-06-30\|36.16\|4.93\|33.98\|36.20\|33.39\|48193;2026-07-01\|33.56\|-5.89\|35.60\|36.36\|33.40\|49354;2026-07-02\|32.47\|-3.25\|33.01\|34.56\|31.90\|43220;2026-07-03\|32.51\|0.12\|32.79\|33.55\|32.21\|35193;2026-07-06\|31.19\|-4.06\|32.56\|32.89\|30.86\|33713;2026-07-07\|29.99\|-3.85\|31.19\|31.55\|29.70\|34072;2026-07-08\|28.85\|-3.80\|30.50\|30.51\|28.67\|25429;2026-07-09\|29.65\|2.77\|28.99\|29.78\|27.72\|31718;2026-07-10\|28.66\|-3.34\|29.64\|30.13\|28.60\|30670;2026-07-13\|26.11\|-8.90\|28.42\|28.61\|26.08\|30180;2026-07-14\|27.66\|5.94\|26.28\|27.76\|25.85\|37148;2026-07-15\|26.22\|-5.21\|27.87\|27.87\|26.12\|26973;2026-07-16\|25.56\|-2.52\|25.90\|26.75\|25.46\|27368;2026-07-17\|24.29\|-4.97\|25.40\|25.60\|23.82\|34455;2026-07-20\|22.65\|-6.75\|24.21\|24.58\|22.11\|32170;2026-07-21\|24.04\|6.14\|22.80\|24.19\|21.31\|43206;2026-07-22\|23.33\|-2.95\|23.82\|24.25\|23.20\|28894;2026-07-23\|23.72\|1.67\|23.40\|24.07\|23.26\|18356;2026-07-24\|23.33\|-1.64\|23.40\|23.95\|23.05\|15951;2026-07-27\|24.00\|2.87\|23.11\|24.00\|23.04\|21339;2026-07-28\|23.36\|-2.67\|23.84\|24.10\|23.30\|19059;2026-07-29\|23.66\|1.28\|23.47\|23.72\|22.95\|23087;2026-07-30\|22.78\|-3.72\|23.37\|23.77\|22.56\|23355;2026-07-31\|23.40\|2.72\|23.55\|23.97\|23.40\|27251;2026-08-03\|23.87\|2.01\|23.11\|23.97\|23.11\|24221;2026-08-04\|24.72\|3.56\|23.99\|24.80\|23.99\|24704;2026-08-05\|25.41\|2.79\|24.52\|25.61\|24.50\|30382;2026-08-06\|25.90\|1.93\|25.29\|26.10\|25.07\|22845;2026-08-07\|27.09\|4.59\|25.88\|27.24\|25.88\|36089;2026-08-10\|26.81\|-1.03\|27.08\|27.10\|26.08\|23431;2026-08-11\|26.64\|-0.63\|26.90\|26.96\|26.37\|15489;2026-08-12\|27.25\|2.29\|26.62\|27.39\|26.62\|18669;2026-08-13\|26.66\|-2.17\|27.53\|27.83\|26.66\|18890;2026-08-14\|27.18\|1.95\|26.80\|27.24\|26.73\|17721;2026-08-17\|28.03\|3.13\|27.18\|28.13\|27.03\|22014;2026-08-18\|27.93\|-0.36\|28.09\|28.50\|27.52\|19029;2026-08-19\|26.24\|-6.05\|27.45\|27.65\|26.06\|23743;2026-08-20\|26.64\|1.52\|26.68\|27.16\|26.41\|16198;2026-08-21\|26.89\|0.94\|26.68\|27.00\|26.11\|16439;2026-08-24\|26.50\|-1.45\|26.89\|26.89\|25.89\|16418;2026-08-25\|26.88\|1.43\|26.59\|27.05\|25.55\|22681;2026-08-26\|26.95\|0.26\|26.97\|27.27\|26.35\|15200;2026-08-27\|27.60\|2.41\|26.84\|27.97\|26.84\|21561;2026-08-28\|27.32\|-1.01\|27.53\|27.97\|27.00\|27216;2026-08-31\|28.41\|3.99\|27.23\|28.44\|27.03\|22765;2026-09-01\|27.69\|-2.53\|28.25\|28.39\|27.53\|22502;2026-09-02\|27.61\|-0.29\|27.41\|27.78\|27.19\|15338;2026-09-03\|27.93\|1.16\|27.88\|28.16\|27.37\|15796;2026-09-04\|27.47\|-1.65\|28.01\|28.50\|27.30\|15900;2026-09-07\|28.54\|3.90\|27.53\|28.65\|27.53\|23494;2026-09-08\|28.73\|0.67\|28.39\|29.20\|28.39\|23635;2026-09-09\|29.64\|3.17\|28.85\|30.10\|28.77\|35198;2026-09-10\|30.28\|2.16\|29.50\|30.39\|29.03\|49935;2026-09-11\|33.31\|10.01\|30.00\|33.31\|29.80\|97322;2026-09-14\|36.64\|10.00\|32.68\|36.64\|31.82\|160174;2026-09-15\|40.30\|9.99\|36.30\|40.30\|36.30\|186978
114538	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.55\|-8.04\|8.00\|8.22\|7.51\|1701485;2026-07-14\|7.69\|1.85\|7.55\|7.78\|7.33\|1410612;2026-07-15\|7.35\|-4.42\|7.73\|7.80\|7.29\|1199780;2026-07-16\|6.77\|-7.89\|7.25\|7.29\|6.72\|1460370;2026-07-17\|6.17\|-8.86\|6.77\|6.85\|6.09\|1690230;2026-07-20\|5.55\|-10.05\|6.30\|6.35\|5.55\|1668730;2026-07-21\|5.92\|6.67\|5.59\|5.93\|5.02\|2332722;2026-07-22\|5.66\|-4.39\|5.81\|6.01\|5.59\|1534353;2026-07-23\|5.66\|0.00\|5.72\|5.84\|5.57\|1164380;2026-07-24\|5.40\|-4.59\|5.55\|5.71\|5.35\|1017120;2026-07-27\|5.74\|6.30\|5.42\|5.75\|5.32\|1244638;2026-07-28\|5.39\|-6.10\|5.62\|5.79\|5.33\|1210955;2026-07-29\|5.17\|-4.08\|5.38\|5.45\|5.02\|1535043;2026-07-30\|4.88\|-5.61\|5.15\|5.23\|4.85\|1336701;2026-07-31\|5.00\|2.46\|5.15\|5.30\|5.00\|1585594;2026-08-03\|4.99\|-0.20\|5.01\|5.07\|4.90\|1058824;2026-08-04\|5.35\|7.21\|5.04\|5.39\|5.01\|1480928;2026-08-05\|5.74\|7.29\|5.32\|5.85\|5.32\|1630599;2026-08-06\|5.85\|1.92\|5.69\|5.90\|5.59\|1561770;2026-08-07\|6.17\|5.47\|5.84\|6.25\|5.74\|2136607;2026-08-10\|6.05\|-1.94\|6.19\|6.25\|5.90\|1808783;2026-08-11\|6.04\|-0.17\|6.04\|6.18\|5.88\|1123818;2026-08-12\|6.16\|1.99\|6.03\|6.20\|6.00\|958690;2026-08-13\|6.09\|-1.14\|6.24\|6.38\|6.08\|1236109;2026-08-14\|6.31\|3.61\|6.30\|6.48\|6.01\|1681075;2026-08-17\|6.50\|3.01\|6.37\|6.69\|6.37\|1959837;2026-08-18\|6.43\|-1.08\|6.50\|6.86\|6.33\|2010497;2026-08-19\|6.05\|-5.91\|6.20\|6.42\|6.01\|1560080;2026-08-20\|6.03\|-0.33\|6.15\|6.17\|5.97\|1027320;2026-08-21\|6.21\|2.99\|6.00\|6.24\|5.93\|1170720;2026-08-24\|6.06\|-2.42\|6.21\|6.23\|5.89\|1049330;2026-08-25\|5.97\|-1.49\|5.96\|6.03\|5.65\|1243088;2026-08-26\|5.96\|-0.17\|5.99\|5.99\|5.83\|802677;2026-08-27\|6.20\|4.03\|5.98\|6.22\|5.94\|1184118;2026-08-28\|6.06\|-2.26\|6.19\|6.25\|6.05\|973151;2026-08-31\|6.24\|2.97\|5.95\|6.34\|5.93\|1261422;2026-09-01\|6.06\|-2.88\|6.21\|6.23\|6.04\|936738;2026-09-02\|5.96\|-1.65\|5.96\|6.02\|5.89\|659609;2026-09-03\|5.89\|-1.17\|5.98\|6.03\|5.82\|709115;2026-09-04\|5.71\|-3.06\|5.95\|6.04\|5.67\|891287;2026-09-07\|5.84\|2.28\|5.72\|5.88\|5.71\|840040;2026-09-08\|5.86\|0.34\|5.87\|5.97\|5.80\|732991;2026-09-09\|5.90\|0.68\|5.85\|6.00\|5.84\|777166;2026-09-10\|5.85\|-0.85\|5.85\|5.95\|5.77\|641614;2026-09-11\|5.76\|-1.54\|5.82\|5.82\|5.57\|823409;2026-09-14\|5.91\|2.60\|5.69\|5.95\|5.66\|832576;2026-09-15\|5.92\|0.17\|5.89\|6.00\|5.85\|759499
114537	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 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、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456
114536	全球最大PPE树脂产区停产，PCB材料持续涨价	AI服务器PCB+IC载板+珠海产能释放行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司服务器相关订单呈现快速增长态势，已与中兴、新华三、云尖、浪潮等头部客户在AI服务器领域保持良好合作。 2、据2026年6月9日互动易，控股子公司普诺威端侧功能性IC载板项目面向PC等端侧设备领域，总投资10亿元；据2025年年度报告，公司IC载板等高端产品合计收入占比已超60%。 3、据2025年年度报告，珠海二厂已新增高多层板月产能12万平方米，有效缓解服务器、通信领域产能瓶颈，珠海三厂及泰国工厂同步推进。 4、据2026年5月8日投资者关系活动记录表，公司2026年一季度营收同比增长近20%，转型AI算力、服务器赛道战略已初步验证执行力。	公司是全球领先的小批量PCB企业，供给工业控制领域客户的PCB产品有应用于智能家居、人形机器人、工业机器人等方面	2026-05-12\|16.16\|-0.12\|16.18\|16.34\|16.01\|433783;2026-05-13\|16.86\|4.33\|16.01\|17.06\|15.91\|673383;2026-05-14\|16.13\|-4.33\|16.85\|16.85\|16.11\|484261;2026-05-15\|15.63\|-3.10\|16.25\|16.45\|15.41\|434204;2026-05-18\|15.76\|0.83\|15.52\|16.02\|15.22\|366718;2026-05-19\|15.72\|-0.25\|15.63\|15.91\|15.23\|320560;2026-05-20\|15.49\|-1.46\|15.60\|15.77\|15.30\|275662;2026-05-21\|15.01\|-3.10\|15.60\|16.18\|14.99\|499463;2026-05-22\|16.32\|8.73\|15.31\|16.50\|15.23\|742884;2026-05-25\|16.95\|3.86\|16.55\|16.99\|16.33\|729538;2026-05-26\|17.08\|0.77\|16.95\|17.38\|16.60\|776796;2026-05-27\|16.77\|-1.81\|17.00\|17.28\|16.43\|566432;2026-05-28\|17.18\|2.44\|16.70\|17.21\|16.45\|748206;2026-05-29\|16.50\|-3.23\|17.01\|17.57\|16.30\|907844;2026-06-01\|16.58\|0.48\|16.55\|17.28\|16.46\|852730;2026-06-02\|16.49\|-0.54\|16.41\|17.14\|16.34\|795312;2026-06-03\|16.99\|3.03\|16.60\|17.49\|16.16\|1081556;2026-06-04\|17.81\|4.83\|16.60\|18.00\|16.55\|1387448;2026-06-05\|17.77\|-0.22\|17.64\|18.49\|17.12\|1404159;2026-06-08\|17.20\|-3.21\|16.30\|18.09\|16.30\|970834;2026-06-09\|18.26\|6.16\|17.60\|18.37\|17.35\|1083042;2026-06-10\|17.49\|-4.22\|17.90\|18.48\|17.07\|849988;2026-06-11\|17.73\|1.37\|17.04\|18.18\|16.61\|895214;2026-06-12\|17.15\|-3.27\|18.00\|18.83\|16.95\|1027366;2026-06-15\|18.87\|10.03\|17.05\|18.87\|17.05\|670306;2026-06-16\|19.35\|2.54\|19.06\|19.63\|18.85\|1435190;2026-06-17\|20.14\|4.08\|19.22\|20.70\|19.06\|1253850;2026-06-18\|19.72\|-2.09\|19.60\|19.99\|19.37\|863824;2026-06-22\|19.46\|-1.32\|20.20\|20.35\|18.96\|928980;2026-06-23\|17.78\|-8.63\|19.12\|19.27\|17.51\|975004;2026-06-24\|18.01\|1.29\|17.44\|18.15\|17.40\|634328;2026-06-25\|18.73\|4.00\|18.20\|18.75\|17.37\|765560;2026-06-26\|17.68\|-5.61\|18.33\|18.45\|17.40\|610579;2026-06-29\|15.91\|-10.01\|17.54\|17.75\|15.91\|743518;2026-06-30\|16.59\|4.27\|15.85\|16.70\|15.09\|595844;2026-07-01\|16.12\|-2.83\|16.58\|16.81\|15.70\|584573;2026-07-02\|15.25\|-5.40\|15.58\|15.96\|15.11\|414434;2026-07-03\|14.87\|-2.49\|15.13\|15.40\|14.78\|434020;2026-07-06\|16.36\|10.02\|15.05\|16.36\|15.02\|778104;2026-07-07\|15.48\|-5.38\|16.09\|16.25\|15.31\|590474;2026-07-08\|15.59\|0.71\|15.51\|16.08\|15.03\|513214;2026-07-09\|17.15\|10.01\|15.63\|17.15\|15.63\|789616;2026-07-10\|18.08\|5.42\|17.70\|18.87\|17.68\|1751854;2026-07-13\|16.69\|-7.69\|17.91\|18.50\|16.56\|1155882;2026-07-14\|16.85\|0.96\|16.86\|17.30\|15.89\|842971;2026-07-15\|15.41\|-8.55\|17.17\|17.20\|15.18\|861972;2026-07-16\|15.24\|-1.10\|14.88\|16.37\|14.81\|777093;2026-07-17\|13.72\|-9.97\|15.05\|15.24\|13.72\|649437;2026-07-20\|12.35\|-9.99\|13.48\|13.71\|12.35\|522863;2026-07-21\|12.52\|1.38\|11.82\|12.56\|11.12\|825445;2026-07-22\|11.97\|-4.39\|12.10\|12.54\|11.90\|565842;2026-07-23\|12.12\|1.25\|12.03\|12.65\|11.84\|528323;2026-07-24\|11.65\|-3.88\|11.84\|12.05\|11.59\|325586;2026-07-27\|12.06\|3.52\|11.60\|12.06\|11.40\|366289;2026-07-28\|11.44\|-5.14\|11.79\|12.03\|11.37\|365353;2026-07-29\|11.39\|-0.44\|11.40\|11.50\|10.92\|382829;2026-07-30\|10.78\|-5.36\|11.22\|11.38\|10.70\|373116;2026-07-31\|11.15\|3.43\|11.40\|11.70\|11.15\|480075;2026-08-03\|11.37\|1.97\|11.09\|11.44\|11.03\|256798;2026-08-04\|11.91\|4.75\|11.49\|11.96\|11.43\|331740;2026-08-05\|12.31\|3.36\|11.81\|12.43\|11.75\|431967;2026-08-06\|12.44\|1.06\|12.17\|12.61\|12.04\|405949;2026-08-07\|13.08\|5.14\|12.44\|13.20\|12.36\|546846;2026-08-10\|12.87\|-1.61\|13.21\|13.27\|12.65\|377354;2026-08-11\|12.87\|0.00\|12.85\|13.06\|12.63\|260874;2026-08-12\|13.08\|1.63\|12.80\|13.14\|12.76\|239563;2026-08-13\|12.76\|-2.45\|13.23\|13.30\|12.76\|306948;2026-08-14\|13.03\|2.12\|12.94\|13.05\|12.76\|242252;2026-08-17\|13.54\|3.91\|13.02\|13.55\|12.99\|308142;2026-08-18\|14.43\|6.57\|13.50\|14.72\|13.39\|792079;2026-08-19\|13.14\|-8.94\|14.00\|14.10\|13.06\|514176;2026-08-20\|12.93\|-1.60\|13.50\|13.52\|12.83\|325967;2026-08-21\|13.82\|6.88\|12.85\|14.22\|12.83\|746810;2026-08-24\|13.36\|-3.33\|13.86\|13.90\|13.00\|491038;2026-08-25\|13.44\|0.60\|13.19\|13.50\|13.03\|285482;2026-08-26\|13.65\|1.56\|13.47\|13.78\|13.03\|354321;2026-08-27\|14.34\|5.05\|13.69\|14.48\|13.65\|456909;2026-08-28\|14.69\|2.44\|14.27\|15.05\|14.16\|491367;2026-08-31\|14.75\|0.41\|14.35\|14.94\|14.30\|391524;2026-09-01\|14.50\|-1.69\|14.71\|14.71\|14.26\|314703;2026-09-02\|14.48\|-0.14\|14.34\|14.62\|14.23\|277793;2026-09-03\|14.69\|1.45\|14.62\|14.87\|14.23\|298623;2026-09-04\|14.55\|-0.95\|14.73\|14.98\|14.40\|284624;2026-09-07\|16.01\|10.03\|14.84\|16.01\|14.69\|854007;2026-09-08\|17.08\|6.68\|17.11\|17.61\|16.95\|1985611;2026-09-09\|18.06\|5.74\|17.67\|18.63\|17.17\|1343043;2026-09-10\|18.25\|1.05\|18.00\|18.62\|17.49\|1015096;2026-09-11\|20.08\|10.03\|18.09\|20.08\|17.88\|1046646;2026-09-14\|21.12\|5.18\|19.65\|21.33\|19.02\|1541352;2026-09-15\|21.66\|2.56\|21.12\|22.07\|20.88\|1125400
114535	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|231831;2026-09-10\|50.35\|5.96\|46.51\|52.27\|46.51\|479496;2026-09-11\|50.00\|-0.70\|48.50\|51.20\|46.20\|481398;2026-09-14\|54.00\|8.00\|47.91\|55.00\|46.81\|550510;2026-09-15\|54.20\|0.37\|53.95\|56.50\|53.60\|435608
114534	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB化学品+AI算力+股权激励行业原因： 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4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|27.38\|-9.99\|29.94\|30.67\|27.38\|319473;2026-07-14\|29.50\|7.74\|27.31\|29.95\|27.25\|332702;2026-07-15\|28.61\|-3.02\|29.99\|30.20\|28.50\|238217;2026-07-16\|27.21\|-4.89\|27.90\|29.17\|26.85\|232198;2026-07-17\|24.80\|-8.86\|27.16\|27.38\|24.65\|254004;2026-07-20\|22.32\|-10.00\|25.30\|25.60\|22.32\|298041;2026-07-21\|23.29\|4.35\|21.85\|23.33\|20.09\|474371;2026-07-22\|22.30\|-4.25\|23.03\|23.74\|22.05\|324387;2026-07-23\|22.35\|0.22\|22.34\|23.32\|22.04\|208535;2026-07-24\|21.90\|-2.01\|21.80\|22.86\|21.60\|198952;2026-07-27\|23.27\|6.26\|21.92\|23.27\|21.56\|242100;2026-07-28\|21.89\|-5.93\|22.65\|23.50\|21.71\|222531;2026-07-29\|21.59\|-1.37\|21.84\|22.15\|20.85\|258372;2026-07-30\|20.09\|-6.95\|21.35\|21.59\|19.81\|260035;2026-07-31\|20.86\|3.83\|21.37\|21.85\|20.84\|221561;2026-08-03\|20.22\|-3.07\|20.85\|20.85\|20.04\|171814;2026-08-04\|21.74\|7.52\|20.60\|21.87\|20.40\|257791;2026-08-05\|22.91\|5.38\|21.60\|23.25\|21.59\|288285;2026-08-06\|23.91\|4.36\|22.86\|24.18\|22.61\|368023;2026-08-07\|26.30\|10.00\|24.00\|26.30\|23.99\|347743;2026-08-10\|25.16\|-4.33\|26.16\|26.42\|24.50\|516842;2026-08-11\|24.93\|-0.91\|24.81\|25.56\|24.51\|313792;2026-08-12\|25.49\|2.25\|25.08\|25.57\|24.68\|303885;2026-08-13\|25.21\|-1.10\|25.80\|26.17\|25.20\|299279;2026-08-14\|25.55\|1.35\|25.50\|25.73\|24.90\|227575;2026-08-17\|26.44\|3.48\|26.06\|26.44\|25.60\|300755;2026-08-18\|28.26\|6.88\|26.64\|28.96\|26.56\|641219;2026-08-19\|25.70\|-9.06\|26.97\|27.52\|25.44\|453570;2026-08-20\|25.56\|-0.54\|26.51\|26.96\|25.30\|305833;2026-08-21\|26.04\|1.88\|25.27\|27.00\|24.82\|279461;2026-08-24\|25.15\|-3.42\|25.90\|25.98\|24.46\|234844;2026-08-25\|24.97\|-0.72\|25.00\|25.50\|24.01\|213353;2026-08-26\|24.67\|-1.20\|25.48\|25.48\|24.49\|182058;2026-08-27\|25.73\|4.30\|24.92\|25.95\|24.39\|253088;2026-08-28\|25.22\|-1.98\|25.62\|26.36\|25.22\|198830;2026-08-31\|25.57\|1.39\|24.45\|25.78\|24.37\|174308;2026-09-01\|24.36\|-4.73\|25.57\|25.62\|24.31\|213214;2026-09-02\|24.10\|-1.07\|24.11\|24.34\|23.82\|145639;2026-09-03\|23.79\|-1.29\|24.34\|24.35\|23.45\|127287;2026-09-04\|22.85\|-3.95\|24.27\|24.39\|22.65\|191743;2026-09-07\|23.79\|4.11\|23.07\|23.98\|22.80\|175734;2026-09-08\|23.89\|0.42\|23.56\|24.68\|23.56\|172855;2026-09-09\|23.74\|-0.63\|23.97\|24.64\|23.48\|148868;2026-09-10\|23.65\|-0.38\|23.48\|24.45\|23.30\|168968;2026-09-11\|23.83\|0.76\|23.30\|24.33\|22.50\|246289;2026-09-14\|24.24\|1.72\|23.60\|24.48\|22.70\|237924;2026-09-15\|24.98\|3.05\|24.07\|26.66\|24.07\|434810
114533	全球最大PPE树脂产区停产，PCB材料持续涨价	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180;2026-07-13\|112.88\|-4.15\|116.38\|124.19\|112.27\|73223;2026-07-14\|120.27\|6.55\|113.00\|121.80\|113.00\|60944;2026-07-15\|109.61\|-8.86\|120.31\|121.38\|108.49\|60515;2026-07-16\|106.88\|-2.49\|108.34\|112.17\|104.18\|47414;2026-07-17\|96.19\|-10.00\|105.81\|106.86\|96.19\|43515;2026-07-20\|86.57\|-10.00\|94.36\|95.23\|86.57\|42788;2026-07-21\|89.35\|3.21\|80.67\|90.60\|77.91\|82359;2026-07-22\|85.58\|-4.22\|85.10\|91.26\|84.27\|52626;2026-07-23\|86.70\|1.31\|85.58\|90.51\|85.58\|36354;2026-07-24\|82.87\|-4.42\|85.33\|87.50\|82.87\|28643;2026-07-27\|89.27\|7.72\|84.48\|89.62\|81.83\|39833;2026-07-28\|82.00\|-8.14\|88.10\|88.61\|81.50\|33367;2026-07-29\|77.44\|-5.56\|82.44\|84.35\|73.80\|55280;2026-07-30\|69.70\|-9.99\|76.08\|78.06\|69.70\|59650;2026-07-31\|76.67\|10.00\|76.60\|76.67\|74.97\|52271;2026-08-03\|72.46\|-5.49\|76.62\|79.00\|71.85\|73103;2026-08-04\|78.34\|8.11\|72.54\|78.60\|70.03\|54198;2026-08-05\|86.17\|9.99\|77.63\|86.17\|77.00\|45813;2026-08-06\|86.06\|-0.13\|87.20\|89.33\|83.33\|74912;2026-08-07\|89.00\|3.42\|86.05\|91.77\|84.92\|76615;2026-08-10\|87.69\|-1.47\|89.78\|91.00\|85.69\|55849;2026-08-11\|86.86\|-0.95\|86.80\|89.88\|85.60\|38956;2026-08-12\|88.68\|2.10\|87.32\|90.48\|86.19\|40425;2026-08-13\|86.46\|-2.50\|90.18\|92.29\|86.21\|45783;2026-08-14\|89.92\|4.00\|89.20\|92.30\|87.43\|41856;2026-08-17\|92.10\|2.42\|90.78\|92.20\|89.76\|33916;2026-08-18\|96.20\|4.45\|92.90\|98.26\|92.30\|60807;2026-08-19\|88.90\|-7.59\|93.95\|97.83\|88.50\|66115;2026-08-20\|93.63\|5.32\|90.00\|94.88\|89.00\|54940;2026-08-21\|92.00\|-1.74\|92.70\|93.30\|89.01\|46280;2026-08-24\|88.68\|-3.61\|93.00\|93.00\|86.00\|41472;2026-08-25\|86.81\|-2.11\|87.65\|87.71\|83.60\|36717;2026-08-26\|85.05\|-2.03\|86.81\|88.80\|83.60\|27675;2026-08-27\|90.75\|6.70\|85.55\|91.00\|84.94\|41614;2026-08-28\|88.33\|-2.67\|90.72\|94.50\|88.13\|37202;2026-08-31\|90.13\|2.04\|87.00\|90.47\|86.33\|25785;2026-09-01\|86.07\|-4.50\|90.98\|91.12\|85.31\|33988;2026-09-02\|84.95\|-1.30\|84.00\|86.00\|83.08\|22505;2026-09-03\|84.11\|-0.99\|84.95\|86.29\|82.00\|24761;2026-09-04\|79.77\|-5.16\|84.39\|85.50\|79.15\|34986;2026-09-07\|83.51\|4.69\|79.90\|84.85\|79.27\|42566;2026-09-08\|82.28\|-1.47\|83.12\|85.50\|81.55\|26515;2026-09-09\|82.65\|0.45\|82.28\|84.99\|82.04\|20672;2026-09-10\|82.94\|0.35\|82.28\|84.83\|81.37\|19259;2026-09-11\|81.89\|-1.27\|82.62\|83.49\|77.65\|29003;2026-09-14\|82.97\|1.32\|81.34\|83.65\|78.90\|20514;2026-09-15\|86.60\|4.38\|83.18\|90.08\|82.50\|36484
114532	全球最大PPE树脂产区停产，PCB材料持续涨价	可控核聚变+军工装备+高端成形机床行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月3日互动易，公司近期有中标聚变新能“BEST屏蔽包层系统不锈钢屏蔽块采购项目”，具体信息请详见公司于2026年1月24日披露的《日常关联交易公告》。 2、据2025年12月5日业绩说明会，公司专注真空室、包层及偏滤器等核心部件的制造工作积极开展相关项目的预研及投标工作，公司布局可控核聚变业务，有望成为公司业绩增长点。同时，BEST项目经验亦为公司后续参与其他聚变项目奠定基础。 3、据2025年10月27日互动易，公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入。	1、公司是PCB/CCL层压设备的国产龙头，核心产品是真空热压机/冷压机及自动化生产线； 2、参股公司合肥汇智专注于粉末注射成形技术（PIM）的研发及应用，其中涉及的光模块业务，目前正在合作的企业有新易盛、联特科技等； 3、公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入； 4、公司与中国核工业二三建设有限公司合作，已承接核聚变真空室构件的研制工作	2026-05-12\|21.97\|-1.21\|22.21\|22.45\|21.68\|195479;2026-05-13\|22.02\|0.23\|21.81\|22.33\|21.70\|178325;2026-05-14\|21.36\|-3.00\|22.00\|22.25\|21.34\|184814;2026-05-15\|21.06\|-1.40\|21.45\|21.80\|20.85\|173499;2026-05-18\|20.55\|-2.42\|20.89\|21.26\|20.41\|160068;2026-05-19\|20.80\|1.22\|20.55\|20.87\|20.05\|139161;2026-05-20\|20.12\|-3.27\|20.71\|20.76\|19.96\|172044;2026-05-21\|19.30\|-4.08\|20.19\|20.58\|19.25\|227274;2026-05-22\|19.81\|2.64\|19.48\|19.84\|19.02\|159937;2026-05-25\|19.83\|0.10\|20.00\|20.77\|19.50\|184114;2026-05-26\|18.72\|-5.60\|19.83\|19.84\|18.32\|250343;2026-05-27\|20.59\|9.99\|18.79\|20.59\|18.64\|265492;2026-05-28\|22.65\|10.00\|20.91\|22.65\|20.21\|529449;2026-05-29\|24.92\|10.02\|23.80\|24.92\|23.30\|547967;2026-06-01\|27.41\|9.99\|25.67\|27.41\|25.65\|345598;2026-06-02\|28.99\|5.76\|28.23\|29.43\|24.67\|1465550;2026-06-03\|30.91\|6.62\|27.50\|31.89\|27.20\|1084430;2026-06-04\|32.26\|4.37\|30.00\|33.12\|29.60\|864678;2026-06-05\|32.70\|1.36\|31.94\|34.10\|31.40\|724397;2026-06-08\|29.67\|-9.27\|31.26\|32.86\|29.43\|775473;2026-06-09\|29.00\|-2.26\|30.85\|32.64\|28.29\|900257;2026-06-10\|31.90\|10.00\|29.00\|31.90\|28.98\|699939;2026-06-11\|33.60\|5.33\|31.21\|35.09\|30.58\|968523;2026-06-12\|31.11\|-7.41\|32.64\|34.13\|30.43\|723429;2026-06-15\|34.22\|10.00\|31.50\|34.22\|31.28\|438340;2026-06-16\|34.60\|1.11\|35.00\|35.57\|32.32\|847530;2026-06-17\|35.95\|3.90\|33.00\|37.77\|32.86\|723356;2026-06-18\|39.55\|10.01\|36.36\|39.55\|36.36\|528979;2026-06-22\|37.14\|-6.09\|39.00\|41.40\|35.88\|857351;2026-06-23\|35.23\|-5.14\|36.01\|36.98\|34.01\|697809;2026-06-24\|33.32\|-5.42\|35.00\|36.45\|32.10\|749549;2026-06-25\|35.51\|6.57\|33.75\|36.10\|32.40\|726076;2026-06-26\|32.06\|-9.72\|34.10\|34.50\|31.96\|580859;2026-06-29\|31.42\|-2.00\|32.71\|33.33\|31.00\|475817;2026-06-30\|33.08\|5.28\|30.82\|33.37\|30.50\|425721;2026-07-01\|33.61\|1.60\|32.95\|36.39\|32.39\|664831;2026-07-02\|32.23\|-4.11\|31.50\|34.35\|31.50\|401711;2026-07-03\|31.45\|-2.42\|32.00\|32.80\|30.91\|326865;2026-07-06\|29.10\|-7.47\|31.45\|31.77\|28.66\|415421;2026-07-07\|26.71\|-8.21\|29.08\|29.80\|26.58\|383339;2026-07-08\|25.02\|-6.33\|27.00\|27.25\|24.94\|308374;2026-07-09\|24.98\|-0.16\|25.61\|25.64\|22.73\|379135;2026-07-10\|24.60\|-1.52\|25.21\|25.98\|24.59\|305942;2026-07-13\|22.14\|-10.00\|24.51\|24.55\|22.14\|239797;2026-07-14\|22.62\|2.17\|22.14\|22.85\|21.26\|240124;2026-07-15\|22.11\|-2.25\|23.07\|23.35\|22.01\|249319;2026-07-16\|22.50\|1.76\|22.11\|24.32\|21.41\|620375;2026-07-17\|20.25\|-10.00\|22.14\|22.94\|20.25\|410680;2026-07-20\|18.23\|-9.98\|20.27\|20.74\|18.23\|401777;2026-07-21\|18.10\|-0.71\|17.99\|18.37\|16.41\|513349;2026-07-22\|17.64\|-2.54\|17.89\|18.88\|17.43\|406157;2026-07-23\|18.12\|2.72\|17.76\|18.72\|17.50\|397905;2026-07-24\|17.61\|-2.81\|17.94\|18.66\|17.54\|310534;2026-07-27\|18.56\|5.39\|17.61\|18.65\|17.37\|315599;2026-07-28\|18.03\|-2.86\|18.43\|19.10\|17.88\|395404;2026-07-29\|17.71\|-1.77\|18.06\|18.10\|17.00\|422613;2026-07-30\|16.50\|-6.83\|17.55\|18.24\|16.44\|406428;2026-07-31\|16.91\|2.48\|17.20\|18.06\|16.91\|445894;2026-08-03\|18.60\|9.99\|17.81\|18.60\|17.50\|229790;2026-08-04\|19.44\|4.52\|19.85\|19.86\|18.60\|1002081;2026-08-05\|20.29\|4.37\|19.10\|20.31\|19.08\|927672;2026-08-06\|20.62\|1.63\|20.03\|20.93\|19.99\|737183;2026-08-07\|22.68\|9.99\|20.62\|22.68\|19.82\|1044633;2026-08-10\|23.95\|5.60\|23.46\|24.84\|22.71\|1124242;2026-08-11\|24.05\|0.42\|23.40\|24.89\|22.79\|997929;2026-08-12\|25.01\|3.99\|24.05\|25.50\|24.05\|868651;2026-08-13\|24.56\|-1.80\|25.50\|26.33\|24.50\|804352;2026-08-14\|24.25\|-1.26\|24.23\|24.85\|23.75\|622712;2026-08-17\|26.68\|10.02\|25.05\|26.68\|24.88\|774398;2026-08-18\|25.44\|-4.65\|26.67\|26.94\|24.84\|618454;2026-08-19\|23.02\|-9.51\|24.50\|24.90\|22.92\|500055;2026-08-20\|23.38\|1.56\|23.25\|23.71\|22.77\|348107;2026-08-21\|23.78\|1.71\|23.01\|23.96\|22.68\|339483;2026-08-24\|22.69\|-4.58\|23.66\|23.73\|22.15\|332381;2026-08-25\|22.80\|0.48\|22.35\|23.18\|21.83\|239254;2026-08-26\|22.85\|0.22\|23.89\|23.90\|21.62\|536857;2026-08-27\|25.14\|10.02\|22.31\|25.14\|21.99\|520128;2026-08-28\|27.65\|9.98\|25.18\|27.65\|25.00\|820063;2026-08-31\|26.80\|-3.07\|27.00\|27.54\|25.88\|826799;2026-09-01\|25.78\|-3.81\|26.95\|27.07\|25.64\|469411;2026-09-02\|25.70\|-0.31\|25.33\|26.43\|24.92\|570122;2026-09-03\|25.30\|-1.56\|25.68\|25.98\|25.00\|434085;2026-09-04\|24.20\|-4.35\|25.38\|25.52\|24.01\|401175;2026-09-07\|26.33\|8.80\|24.39\|26.62\|24.18\|675254;2026-09-08\|26.25\|-0.30\|26.50\|27.20\|26.03\|526578;2026-09-09\|26.45\|0.76\|26.67\|26.97\|26.09\|413095;2026-09-10\|26.83\|1.44\|26.10\|28.10\|25.90\|763377;2026-09-11\|25.81\|-3.80\|26.39\|26.98\|25.19\|534259;2026-09-14\|25.84\|0.12\|25.23\|26.30\|24.42\|338067;2026-09-15\|27.08\|4.80\|25.50\|27.55\|25.50\|600762
114531	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+AI服务器+AIPC+分红实施行业原因： 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4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-05-12\|57.74\|-2.10\|58.93\|59.24\|56.95\|79765;2026-05-13\|57.57\|-0.29\|57.48\|57.74\|56.20\|63149;2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935;2026-07-27\|46.33\|2.77\|44.60\|46.52\|44.19\|60707;2026-07-28\|42.20\|-8.91\|45.00\|45.50\|41.90\|72837;2026-07-29\|40.78\|-3.36\|42.02\|42.50\|39.19\|65370;2026-07-30\|38.11\|-6.55\|40.36\|41.49\|37.50\|86014;2026-07-31\|39.44\|3.49\|40.83\|41.90\|39.10\|79766;2026-08-03\|40.73\|3.27\|39.00\|41.34\|39.00\|70679;2026-08-04\|44.80\|9.99\|41.40\|44.80\|41.24\|59466;2026-08-05\|47.92\|6.96\|43.50\|49.28\|43.34\|118726;2026-08-06\|50.38\|5.13\|47.30\|51.36\|47.09\|99508;2026-08-07\|55.42\|10.00\|50.10\|55.42\|50.05\|67836;2026-08-10\|55.33\|-0.16\|55.43\|55.98\|54.01\|101336;2026-08-11\|55.46\|0.23\|54.85\|56.68\|52.77\|90729;2026-08-12\|57.00\|2.78\|55.85\|57.20\|55.10\|59948;2026-08-13\|55.65\|-2.37\|57.55\|58.33\|55.58\|68691;2026-08-14\|56.75\|1.98\|56.32\|57.19\|55.33\|52474;2026-08-17\|59.16\|4.25\|57.61\|59.16\|56.65\|51018;2026-08-18\|61.30\|3.62\|59.00\|61.46\|58.08\|72639;2026-08-19\|57.47\|-6.25\|59.78\|62.20\|56.30\|89418;2026-08-20\|58.79\|2.30\|58.45\|59.49\|57.00\|53822;2026-08-21\|60.37\|2.69\|58.21\|60.78\|57.33\|54866;2026-08-24\|57.50\|-4.75\|60.30\|60.46\|55.30\|73325;2026-08-25\|56.84\|-1.15\|56.36\|57.77\|54.71\|50259;2026-08-26\|56.77\|-0.12\|57.11\|58.10\|55.88\|38500;2026-08-27\|59.01\|3.95\|56.97\|59.70\|56.58\|50544;2026-08-28\|59.06\|0.08\|58.52\|61.66\|58.41\|49154;2026-08-31\|64.05\|8.45\|58.58\|64.43\|58.20\|84951;2026-09-01\|61.98\|-3.23\|63.82\|63.86\|61.05\|57649;2026-09-02\|61.56\|-0.68\|62.05\|62.60\|60.55\|39578;2026-09-03\|63.43\|3.04\|62.28\|64.66\|61.61\|50362;2026-09-04\|61.00\|-3.83\|64.70\|66.30\|60.30\|55377;2026-09-07\|65.11\|6.74\|62.01\|65.50\|62.00\|91462;2026-09-08\|64.77\|-0.52\|65.66\|67.50\|64.10\|86368;2026-09-09\|71.20\|9.93\|65.41\|71.25\|64.59\|223667;2026-09-10\|70.99\|-0.29\|70.49\|72.17\|68.50\|155508;2026-09-11\|72.49\|2.11\|69.99\|74.44\|69.24\|149818;2026-09-14\|76.54\|5.59\|71.77\|77.07\|70.49\|161602;2026-09-15\|75.55\|-1.29\|75.50\|77.21\|72.91\|135382
114530	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868;2026-09-15\|39.60\|1.43\|38.78\|40.40\|38.78\|335594
114529	全球最大PPE树脂产区停产，PCB材料持续涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发了高频高速5G电路板用树脂，已完成下游CCL覆铜板客户实验室认证	2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.41\|-0.06\|16.39\|16.96\|16.25\|522349;2026-09-10\|16.81\|2.44\|16.06\|17.23\|16.00\|860424;2026-09-11\|17.46\|3.87\|16.41\|17.56\|15.74\|1105934;2026-09-14\|18.81\|7.73\|17.25\|19.21\|16.70\|1453736;2026-09-15\|18.81\|0.00\|18.46\|19.48\|18.46\|1256881
114528	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+AI算力+定增扩产行业原因： 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10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532
114325	其它归类	锆材+钛白粉+高管增持行业原因：据华鑫证券6月16日研报，本周钛白粉龙头企业发布涨价函，国内售价上调1000元/吨，多家企业跟涨，观望情绪修复。上游硫磺因供应短缺价格暴涨，成本端强支撑推动钛白粉价格中枢上移，行业开工率走低限制降价空间。公司原因： 1、据2026年4月28日年报，公司控股子公司东方锆业经营非金属锆制品业务。 2、据2026年4月28日年报，公司主营钛白粉、海绵钛等产品，钛白粉产能151万吨/年、海绵钛产能8万吨/年，均位居全球第一。 3、据2026年6月9日公告，公司回购股份期限届满暨回购完成，累计回购53,703,203股，成交总金额约9亿元；据2026年6月8日公告，公司控股股东、部分董事及高管计划增持股份，拟使用资金不低于4500万元。	具有全球影响力的钛白粉行业巨头，亚洲最大的钛白粉企业，世界排名第三	2026-05-12\|17.55\|3.11\|17.02\|17.60\|16.90\|473281;2026-05-13\|17.97\|2.39\|17.55\|18.19\|17.43\|436888;2026-05-14\|17.80\|-0.95\|18.06\|18.06\|17.75\|288290;2026-05-15\|17.55\|-1.40\|17.80\|17.98\|17.40\|259832;2026-05-18\|17.08\|-2.68\|17.47\|17.47\|16.85\|401058;2026-05-19\|16.64\|-2.58\|17.01\|17.15\|16.46\|288774;2026-05-20\|16.65\|0.06\|16.65\|16.82\|16.34\|252658;2026-05-21\|16.11\|-3.24\|16.79\|17.11\|16.08\|285990;2026-05-22\|16.02\|-0.56\|16.15\|16.20\|15.83\|227505;2026-05-25\|15.23\|-4.93\|16.05\|16.06\|15.17\|423482;2026-05-26\|15.33\|0.66\|15.19\|15.49\|14.98\|211178;2026-05-27\|14.72\|-3.98\|15.34\|15.38\|14.60\|372284;2026-05-28\|14.49\|-1.56\|14.74\|14.86\|14.32\|367147;2026-05-29\|14.30\|-1.31\|14.50\|14.60\|14.20\|260004;2026-06-01\|14.55\|1.75\|14.28\|14.64\|14.07\|227515;2026-06-02\|14.35\|-1.37\|14.55\|14.59\|14.00\|191702;2026-06-03\|14.35\|0.00\|14.30\|14.57\|14.23\|183829;2026-06-04\|13.95\|-2.79\|14.34\|14.34\|13.86\|268822;2026-06-05\|13.93\|-0.14\|13.98\|14.20\|13.66\|245434;2026-06-08\|14.05\|0.86\|14.36\|14.70\|13.97\|503555;2026-06-09\|14.82\|5.48\|14.06\|14.86\|13.86\|407062;2026-06-10\|14.99\|1.15\|14.67\|15.40\|14.61\|410662;2026-06-11\|14.41\|-3.87\|14.93\|14.99\|14.30\|312306;2026-06-12\|15.34\|6.45\|14.53\|15.34\|14.10\|685970;2026-06-15\|15.69\|2.28\|15.10\|15.92\|15.08\|585218;2026-06-16\|15.40\|-1.85\|15.55\|15.70\|15.25\|294886;2026-06-17\|14.85\|-3.57\|15.28\|15.55\|14.76\|341391;2026-06-18\|15.48\|4.24\|15.10\|15.75\|14.64\|756351;2026-06-22\|17.03\|10.01\|15.70\|17.03\|15.58\|1059132;2026-06-23\|16.80\|-1.35\|17.18\|17.48\|16.71\|806423;2026-06-24\|17.36\|3.33\|16.71\|17.42\|16.51\|702600;2026-06-25\|17.43\|0.40\|17.14\|17.87\|17.04\|682787;2026-06-26\|17.37\|-0.34\|17.36\|17.79\|17.20\|466318;2026-06-29\|16.65\|-4.15\|17.30\|17.96\|16.38\|621519;2026-06-30\|16.48\|-1.02\|16.60\|16.79\|16.09\|454054;2026-07-01\|17.30\|4.98\|16.48\|17.79\|16.35\|602261;2026-07-02\|16.82\|-2.77\|17.09\|17.34\|16.67\|393919;2026-07-03\|16.71\|-0.65\|16.77\|16.99\|16.47\|368594;2026-07-06\|17.03\|1.92\|16.70\|17.58\|16.61\|388371;2026-07-07\|16.15\|-5.17\|16.82\|16.91\|16.11\|264445;2026-07-08\|16.05\|-0.62\|16.15\|16.26\|15.64\|230987;2026-07-09\|15.82\|-1.43\|16.02\|16.27\|15.66\|197017;2026-07-10\|16.00\|1.14\|15.80\|16.20\|15.47\|219162;2026-07-13\|15.98\|-0.12\|15.92\|16.09\|15.81\|184442;2026-07-14\|15.36\|-3.88\|16.00\|16.08\|15.21\|245900;2026-07-15\|15.60\|1.56\|15.37\|15.85\|15.01\|207715;2026-07-16\|15.66\|0.38\|15.45\|15.78\|15.36\|156245;2026-07-17\|15.60\|-0.38\|15.65\|16.08\|15.55\|299591;2026-07-20\|15.98\|2.44\|15.61\|15.98\|15.43\|217325;2026-07-21\|16.72\|4.63\|15.93\|16.84\|15.85\|299148;2026-07-22\|16.52\|-1.20\|16.50\|16.64\|16.00\|232720;2026-07-23\|16.83\|1.88\|16.40\|16.89\|16.33\|191669;2026-07-24\|16.36\|-2.79\|16.75\|16.90\|16.29\|161522;2026-07-27\|16.52\|0.98\|16.27\|16.55\|16.25\|144386;2026-07-28\|16.61\|0.54\|16.43\|16.61\|15.83\|238485;2026-07-29\|16.67\|0.36\|16.50\|16.79\|16.41\|171543;2026-07-30\|16.78\|0.66\|16.58\|16.79\|16.33\|183649;2026-07-31\|16.38\|-2.38\|16.63\|16.89\|16.35\|219334;2026-08-03\|16.67\|1.77\|16.39\|16.78\|16.20\|182844;2026-08-04\|16.52\|-0.90\|16.60\|16.74\|16.33\|116987;2026-08-05\|16.70\|1.09\|16.53\|16.78\|16.38\|144018;2026-08-06\|16.58\|-0.72\|16.63\|16.99\|16.37\|211744;2026-08-07\|16.21\|-2.23\|16.50\|16.66\|16.15\|197028;2026-08-10\|16.55\|2.10\|16.86\|17.13\|16.48\|320975;2026-08-11\|16.01\|-3.26\|16.40\|16.67\|16.00\|272041;2026-08-12\|15.99\|-0.12\|16.02\|16.17\|15.89\|135710;2026-08-13\|15.61\|-2.38\|16.02\|16.08\|15.55\|192653;2026-08-14\|15.43\|-1.15\|15.61\|15.71\|15.39\|119375;2026-08-17\|15.74\|2.01\|15.50\|15.76\|15.36\|107711;2026-08-18\|15.34\|-2.54\|15.73\|15.76\|15.18\|211375;2026-08-19\|15.33\|-0.07\|15.25\|15.44\|15.18\|147105;2026-08-20\|15.57\|1.57\|15.28\|15.75\|15.26\|149043;2026-08-21\|15.77\|1.28\|15.50\|16.00\|15.45\|198808;2026-08-24\|15.37\|-2.54\|15.79\|15.80\|15.31\|159683;2026-08-25\|15.69\|2.08\|15.30\|15.73\|15.25\|123453;2026-08-26\|16.23\|3.44\|15.64\|16.34\|15.57\|253425;2026-08-27\|16.25\|0.12\|16.22\|16.37\|15.76\|247005;2026-08-28\|16.60\|2.15\|16.35\|16.70\|16.10\|250443;2026-08-31\|16.21\|-2.35\|16.50\|16.58\|16.11\|176643;2026-09-01\|16.26\|0.31\|16.14\|16.47\|16.14\|178252;2026-09-02\|15.59\|-4.12\|16.28\|16.35\|15.52\|247980;2026-09-03\|15.81\|1.41\|15.69\|15.86\|15.52\|104696;2026-09-04\|15.85\|0.25\|15.80\|16.10\|15.74\|121750;2026-09-07\|15.57\|-1.77\|15.91\|15.91\|15.56\|167895;2026-09-08\|15.74\|1.09\|15.66\|15.80\|15.56\|93790;2026-09-09\|15.74\|0.00\|15.73\|15.90\|15.61\|96376;2026-09-10\|15.45\|-1.84\|15.68\|15.77\|15.41\|136088;2026-09-11\|14.78\|-4.34\|15.37\|15.44\|14.57\|239057;2026-09-14\|15.15\|2.50\|15.00\|15.32\|14.84\|196416;2026-09-15\|14.95\|-1.32\|15.32\|15.41\|14.88\|141075
114324	其它归类	背光显示模组+TCL华星+业绩拐点 1、TCL科技业绩预告显示，TCL华星营业收入突破1,000亿元，净利润超80亿元。据2025年8月22日半年度报告，公司是国内规模较大的背光显示模组厂商之一，主营背光显示模组、LCM模组及导光板、光学材料等零部件，服务京东方、群创光电、华星光电等核心面板厂。 2、据2025年4月23日披露的2024年年度报告，公司具备Mini-LED背光显示模组完整技术并已量产，产品用于车载等多领域，车载客户涵盖蔚来、吉利、一汽、BOE、华星光电等。 3、据2025年12月5日投资者关系活动记录表，公司2025年前三季度营收24.24亿元，同比增长44.06%，第三季度单季归母净利润1,766.25万元，同比增153.33%，实现单季扭亏。	背光显示模组一站式综合方案提供商；公司在MiniLED背光产品及直显预研项目中均有应用玻璃基板方案，主要利用其单面走线技术及玻璃的平整特性	2026-05-12\|29.88\|2.08\|29.20\|30.86\|29.06\|78415;2026-05-13\|29.98\|0.33\|29.70\|30.71\|29.30\|59143;2026-05-14\|29.43\|-1.83\|30.50\|31.80\|29.40\|76228;2026-05-15\|29.41\|-0.07\|29.40\|30.88\|28.37\|77323;2026-05-18\|30.82\|4.79\|29.40\|31.00\|29.17\|80878;2026-05-19\|30.70\|-0.39\|30.65\|31.91\|29.90\|68638;2026-05-20\|30.30\|-1.30\|30.70\|30.70\|29.71\|51224;2026-05-21\|29.77\|-1.75\|31.00\|32.39\|29.70\|96782;2026-05-22\|30.94\|3.93\|29.94\|31.28\|29.66\|71481;2026-05-25\|29.65\|-4.17\|31.20\|31.21\|29.05\|83486;2026-05-26\|29.06\|-1.99\|29.65\|29.95\|28.60\|73350;2026-05-27\|31.55\|8.57\|29.40\|32.99\|29.35\|141374;2026-05-28\|35.07\|11.16\|31.17\|35.47\|30.96\|157493;2026-05-29\|33.61\|-4.16\|34.87\|35.89\|33.00\|122318;2026-06-01\|31.45\|-6.43\|33.81\|34.90\|31.25\|104809;2026-06-02\|31.26\|-0.60\|31.39\|32.06\|30.21\|75949;2026-06-03\|30.90\|-1.15\|32.53\|32.53\|30.33\|80795;2026-06-04\|30.24\|-2.14\|29.59\|31.32\|29.59\|67082;2026-06-05\|31.11\|2.88\|29.88\|31.75\|27.47\|73006;2026-06-08\|28.82\|-7.36\|29.50\|32.23\|28.40\|77496;2026-06-09\|29.25\|1.49\|28.85\|29.83\|28.26\|51109;2026-06-10\|28.51\|-2.53\|29.39\|29.77\|27.98\|69151;2026-06-11\|30.41\|6.66\|28.21\|31.50\|27.22\|101822;2026-06-12\|33.50\|10.16\|30.87\|34.57\|30.72\|140332;2026-06-15\|35.50\|5.97\|33.01\|35.69\|32.94\|100096;2026-06-16\|36.21\|2.00\|35.41\|36.50\|34.51\|83487;2026-06-17\|38.16\|5.39\|35.08\|38.30\|35.08\|70479;2026-06-18\|39.39\|3.22\|39.10\|40.51\|38.48\|86232;2026-06-22\|39.77\|0.96\|38.78\|41.32\|38.30\|82825;2026-06-23\|39.01\|-1.91\|39.31\|41.52\|38.61\|65947;2026-06-24\|37.95\|-2.72\|38.50\|40.65\|36.68\|77661;2026-06-25\|40.85\|7.64\|39.81\|41.18\|38.12\|90355;2026-06-26\|42.74\|4.63\|40.85\|43.38\|39.58\|92371;2026-06-29\|39.39\|-7.84\|42.14\|42.63\|36.85\|112503;2026-06-30\|44.15\|12.08\|40.27\|46.28\|39.56\|119897;2026-07-01\|43.96\|-0.43\|43.65\|45.99\|43.31\|100015;2026-07-02\|41.60\|-5.37\|42.41\|43.80\|41.40\|65892;2026-07-03\|41.35\|-0.60\|41.71\|42.37\|39.39\|52352;2026-07-06\|39.30\|-4.96\|41.35\|41.78\|38.02\|61335;2026-07-07\|41.51\|5.62\|39.29\|42.09\|38.65\|89964;2026-07-08\|49.81\|20.00\|43.93\|49.81\|39.23\|141614;2026-07-09\|52.73\|5.86\|52.00\|53.69\|48.00\|186493;2026-07-10\|47.70\|-9.54\|55.39\|56.66\|47.60\|171488;2026-07-13\|45.80\|-3.98\|47.66\|49.57\|45.00\|137203;2026-07-14\|45.77\|-0.07\|46.31\|47.50\|43.03\|115010;2026-07-15\|44.59\|-2.58\|47.50\|47.50\|43.74\|84236;2026-07-16\|42.00\|-5.81\|39.89\|44.83\|39.89\|85367;2026-07-17\|38.46\|-8.43\|41.16\|42.76\|37.57\|80389;2026-07-20\|33.76\|-12.22\|39.65\|40.49\|32.50\|116625;2026-07-21\|36.10\|6.93\|33.69\|36.69\|28.66\|109220;2026-07-22\|34.93\|-3.24\|35.73\|37.70\|34.50\|71078;2026-07-23\|34.43\|-1.43\|35.28\|36.26\|33.90\|53208;2026-07-24\|35.47\|3.02\|34.20\|37.68\|33.09\|74180;2026-07-27\|34.60\|-2.45\|34.83\|35.37\|32.21\|71851;2026-07-28\|33.83\|-2.23\|34.90\|37.40\|33.31\|81764;2026-07-29\|32.20\|-4.82\|34.00\|34.00\|30.30\|84142;2026-07-30\|29.17\|-9.41\|31.25\|32.61\|28.44\|87574;2026-07-31\|30.31\|3.91\|32.36\|32.75\|30.22\|68463;2026-08-03\|29.20\|-3.66\|30.43\|31.25\|28.64\|63314;2026-08-04\|32.95\|12.84\|29.78\|33.33\|29.21\|82189;2026-08-05\|35.16\|6.71\|32.49\|35.45\|32.05\|69849;2026-08-06\|35.15\|-0.03\|34.83\|35.82\|33.00\|56766;2026-08-07\|36.68\|4.35\|35.00\|36.88\|33.50\|61713;2026-08-10\|38.20\|4.14\|37.00\|38.37\|35.14\|89969;2026-08-11\|36.81\|-3.64\|38.41\|39.83\|36.50\|100054;2026-08-12\|37.03\|0.60\|36.64\|37.99\|36.20\|50673;2026-08-13\|35.88\|-3.11\|37.42\|38.11\|35.79\|46894;2026-08-14\|38.34\|6.86\|36.10\|38.49\|35.78\|67600;2026-08-17\|38.96\|1.62\|38.50\|39.45\|37.70\|49800;2026-08-18\|40.26\|3.34\|38.97\|40.38\|38.19\|55800;2026-08-19\|36.64\|-8.99\|38.36\|40.61\|36.42\|75887;2026-08-20\|37.32\|1.86\|36.48\|39.01\|35.88\|59591;2026-08-21\|39.07\|4.69\|37.17\|41.15\|36.45\|77783;2026-08-24\|41.04\|5.04\|41.00\|42.70\|38.77\|99291;2026-08-25\|41.98\|2.29\|40.00\|42.28\|39.43\|114691;2026-08-26\|40.39\|-3.79\|41.80\|41.98\|39.70\|88769;2026-08-27\|40.43\|0.10\|39.92\|41.32\|39.35\|72410;2026-08-28\|41.89\|3.61\|40.17\|42.84\|39.90\|93797;2026-08-31\|42.24\|0.84\|40.55\|42.44\|40.30\|63999;2026-09-01\|40.96\|-3.03\|42.15\|42.39\|40.55\|50431;2026-09-02\|41.17\|0.51\|40.80\|41.80\|39.50\|40661;2026-09-03\|41.45\|0.68\|42.50\|42.68\|39.02\|68030;2026-09-04\|41.65\|0.48\|41.80\|44.98\|40.75\|82543;2026-09-07\|44.14\|5.98\|43.42\|45.00\|41.86\|81523;2026-09-08\|46.14\|4.53\|46.00\|47.98\|44.19\|97887;2026-09-09\|45.51\|-1.37\|46.77\|48.23\|45.41\|73254;2026-09-10\|45.78\|0.59\|45.25\|46.39\|44.30\|59470;2026-09-11\|43.98\|-3.93\|44.76\|45.57\|43.46\|55524;2026-09-14\|46.16\|4.96\|43.28\|46.68\|43.17\|66206;2026-09-15\|45.50\|-1.43\|46.18\|47.75\|45.21\|62162
114323	其它归类	涨停揭秘：参股视涯科技为Apple Vision Pro调试Micro OLED产线，直接受益苹果MR生态加速落地；公司光学膜产品已导入多款高端显示设备；涨停缘由：视涯科技系国内Micro OLED核心平台，承担Vision Pro国产化关键环节；苹果WWDC 2026强化空间计算叙事，MR硬件链关注度升温；公司量子点增亮膜、扩散膜等适配高PPI Micro OLED需求；资金逻辑：资金聚焦AI硬件与空间计算主线，6月12日前后消费电子板块整体放量，激智科技作为稀缺Micro OLED材料端标的获游资快速抢筹；风险提示：视涯科技尚未盈利，参股比例及技术转化进度未披露，Vision Pro销量爬坡节奏存在不确定性，公司主业仍以LCD光学膜为主	参股公司视涯科技为Apple Vision Pro调试Micro OLED产线	2026-05-12\|20.34\|-1.60\|20.54\|20.67\|20.23\|66147;2026-05-13\|20.43\|0.44\|20.33\|20.53\|20.15\|54167;2026-05-14\|20.33\|-0.49\|20.50\|20.68\|20.28\|74636;2026-05-15\|20.13\|-0.98\|20.30\|20.46\|19.90\|70642;2026-05-18\|19.89\|-1.19\|20.00\|20.11\|19.61\|58452;2026-05-19\|20.20\|1.56\|19.97\|20.26\|19.66\|66161;2026-05-20\|21.72\|7.52\|20.11\|22.55\|19.98\|295976;2026-05-21\|21.91\|0.87\|21.73\|23.72\|21.73\|366049;2026-05-22\|23.09\|5.39\|21.99\|23.20\|21.20\|366173;2026-05-25\|23.34\|1.08\|23.60\|23.98\|22.72\|348631;2026-05-26\|22.90\|-1.89\|23.01\|23.25\|22.50\|220569;2026-05-27\|22.37\|-2.31\|22.74\|23.32\|22.20\|201156;2026-05-28\|25.09\|12.16\|22.16\|25.69\|22.08\|472604;2026-05-29\|23.51\|-6.30\|25.08\|25.50\|23.28\|340055;2026-06-01\|23.00\|-2.17\|23.82\|24.07\|22.87\|202090;2026-06-02\|24.68\|7.30\|22.82\|25.50\|22.57\|351636;2026-06-03\|25.19\|2.07\|24.42\|25.87\|24.42\|293351;2026-06-04\|26.96\|7.03\|24.69\|27.32\|24.55\|368819;2026-06-05\|26.96\|0.00\|26.50\|27.99\|26.00\|317470;2026-06-08\|25.95\|-3.75\|25.68\|26.86\|25.41\|216763;2026-06-09\|26.63\|2.62\|26.25\|27.09\|25.21\|266094;2026-06-10\|27.00\|1.39\|26.11\|27.55\|25.69\|291863;2026-06-11\|29.00\|8.21\|25.98\|29.74\|25.98\|379005;2026-06-12\|32.26\|11.24\|30.00\|33.37\|28.81\|482537;2026-06-15\|35.19\|9.08\|34.18\|36.16\|32.77\|433032;2026-06-16\|34.25\|-2.67\|33.88\|35.40\|32.80\|444728;2026-06-17\|35.10\|2.48\|32.57\|35.79\|32.42\|409545;2026-06-18\|34.41\|-1.97\|34.23\|34.76\|33.08\|363483;2026-06-22\|33.39\|-2.96\|35.94\|35.95\|32.19\|340345;2026-06-23\|31.34\|-6.14\|32.55\|33.85\|31.20\|253740;2026-06-24\|31.20\|-0.45\|31.03\|32.56\|30.10\|264429;2026-06-25\|30.55\|-2.08\|30.89\|31.63\|30.10\|250087;2026-06-26\|31.78\|4.03\|30.39\|33.78\|30.10\|376884;2026-06-29\|32.86\|3.40\|31.78\|33.49\|29.68\|406604;2026-06-30\|36.95\|12.45\|32.98\|37.17\|32.78\|446345;2026-07-01\|42.24\|14.32\|36.59\|43.38\|36.21\|483494;2026-07-02\|38.99\|-7.69\|40.56\|41.50\|38.69\|316482;2026-07-03\|37.08\|-4.90\|39.40\|39.58\|36.66\|231785;2026-07-06\|37.86\|2.10\|37.82\|38.98\|35.98\|268818;2026-07-07\|35.10\|-7.29\|37.00\|37.99\|34.73\|201417;2026-07-08\|32.11\|-8.52\|35.48\|35.55\|31.91\|212853;2026-07-09\|33.90\|5.57\|33.10\|34.19\|31.20\|188917;2026-07-10\|30.71\|-9.41\|34.32\|35.24\|30.71\|231453;2026-07-13\|27.83\|-9.38\|30.04\|30.98\|27.60\|210013;2026-07-14\|33.40\|20.01\|28.60\|33.40\|27.54\|333037;2026-07-15\|29.96\|-10.30\|34.00\|34.59\|29.91\|305712;2026-07-16\|30.31\|1.17\|29.28\|31.08\|29.27\|225759;2026-07-17\|27.09\|-10.62\|30.28\|30.30\|27.02\|195776;2026-07-20\|26.89\|-0.74\|28.12\|28.21\|25.26\|250796;2026-07-21\|28.58\|6.28\|27.47\|28.82\|23.75\|300482;2026-07-22\|25.98\|-9.10\|27.88\|28.89\|25.41\|277426;2026-07-23\|25.16\|-3.16\|25.93\|26.23\|24.86\|179564;2026-07-24\|24.44\|-2.86\|24.50\|25.67\|24.29\|136420;2026-07-27\|25.03\|2.41\|24.21\|25.09\|23.18\|150283;2026-07-28\|24.23\|-3.20\|24.50\|26.21\|23.91\|166727;2026-07-29\|23.19\|-4.29\|24.00\|24.18\|21.88\|256788;2026-07-30\|21.28\|-8.24\|22.81\|23.35\|21.00\|193615;2026-07-31\|21.73\|2.11\|23.11\|23.48\|21.64\|213006;2026-08-03\|22.65\|4.23\|21.58\|22.83\|21.13\|208761;2026-08-04\|24.05\|6.18\|22.72\|24.36\|22.34\|217911;2026-08-05\|24.52\|1.95\|23.70\|24.93\|23.60\|194405;2026-08-06\|25.18\|2.69\|24.13\|25.50\|24.09\|152004;2026-08-07\|26.95\|7.03\|25.03\|28.52\|24.45\|274716;2026-08-10\|28.21\|4.68\|27.80\|28.88\|26.09\|291899;2026-08-11\|26.64\|-5.57\|27.31\|27.68\|26.18\|220462;2026-08-12\|28.65\|7.54\|26.27\|28.65\|26.27\|261027;2026-08-13\|26.90\|-6.11\|29.20\|29.58\|26.88\|269490;2026-08-14\|27.70\|2.97\|27.36\|29.11\|27.00\|342348;2026-08-17\|31.50\|13.72\|28.50\|31.58\|27.66\|429100;2026-08-18\|30.13\|-4.35\|30.98\|32.01\|29.62\|326602;2026-08-19\|27.99\|-7.10\|28.40\|29.93\|27.79\|249784;2026-08-20\|28.10\|0.39\|28.21\|29.13\|27.12\|198362;2026-08-21\|28.99\|3.17\|27.70\|29.50\|27.52\|218333;2026-08-24\|28.49\|-1.72\|28.76\|29.29\|27.38\|188607;2026-08-25\|28.54\|0.18\|28.00\|29.00\|27.49\|190743;2026-08-26\|27.82\|-2.52\|28.66\|28.69\|27.50\|169972;2026-08-27\|28.59\|2.77\|27.82\|29.05\|27.69\|240087;2026-08-28\|27.89\|-2.45\|28.31\|29.45\|27.72\|218381;2026-08-31\|26.99\|-3.23\|27.25\|27.63\|26.01\|242793;2026-09-01\|25.60\|-5.15\|26.82\|26.86\|25.25\|211911;2026-09-02\|24.89\|-2.77\|24.75\|25.09\|24.42\|141420;2026-09-03\|25.80\|3.66\|25.07\|25.98\|24.56\|166800;2026-09-04\|24.39\|-5.47\|25.82\|26.52\|24.12\|187989;2026-09-07\|25.92\|6.27\|24.50\|26.02\|24.47\|204004;2026-09-08\|25.33\|-2.28\|25.62\|26.08\|25.01\|184757;2026-09-09\|25.36\|0.12\|25.26\|25.58\|24.96\|131362;2026-09-10\|25.01\|-1.38\|25.00\|25.42\|24.71\|91245;2026-09-11\|24.56\|-1.80\|24.45\|24.70\|23.35\|127621;2026-09-14\|25.71\|4.68\|23.99\|25.97\|23.72\|197694;2026-09-15\|25.00\|-2.76\|25.38\|26.17\|24.90\|156898
114322	其它归类	涨停揭秘：智动力主营消费电子功能性器件，深度绑定智能手机头部客户，苹果折叠屏iPhone试产进展加速推动精密结构件需求上修；涨停缘由：为智能手机、平板、智能穿戴等提供功能性及结构性器件；富士康试产苹果折叠屏iPhone，带动精密模切、缓冲、散热等器件订单预期；AI手机对器件精度与可靠性要求更高，利好优质供应商；资金逻辑：AI手机板块资金向中游器件环节扩散，换手率显著放大；小市值+高弹性特征吸引短线资金博弈；风险提示：客户集中度高，议价能力受限；行业产能扩张致竞争加剧；2025年年报净利润同比微增，成长性尚未充分验证	公司主要从事消费电子功能性器件、结构性器件、光学组件及可穿戴组件，为客户提供智能手机、平板电脑、智能穿戴、智能家居等消费电子产品	2026-05-12\|17.90\|-0.78\|17.86\|18.20\|17.53\|118338;2026-05-13\|18.08\|1.01\|17.76\|18.29\|17.43\|95978;2026-05-14\|17.40\|-3.76\|18.12\|18.12\|17.09\|112831;2026-05-15\|16.81\|-3.39\|17.49\|17.59\|16.67\|100312;2026-05-18\|18.25\|8.57\|16.83\|18.97\|16.42\|204780;2026-05-19\|18.79\|2.96\|18.25\|19.58\|18.20\|181122;2026-05-20\|18.82\|0.16\|18.69\|19.11\|18.40\|101084;2026-05-21\|17.48\|-7.12\|18.81\|19.05\|17.20\|115778;2026-05-22\|17.53\|0.29\|17.63\|17.85\|17.24\|76915;2026-05-25\|17.37\|-0.91\|17.53\|18.03\|16.99\|99044;2026-05-26\|17.20\|-0.98\|17.12\|17.50\|16.77\|80294;2026-05-27\|16.60\|-3.49\|17.21\|17.56\|16.43\|71889;2026-05-28\|16.72\|0.72\|16.60\|16.79\|16.10\|69091;2026-05-29\|15.50\|-7.30\|16.72\|17.12\|15.32\|100491;2026-06-01\|15.45\|-0.32\|15.64\|17.48\|15.45\|173443;2026-06-02\|16.35\|5.83\|15.64\|16.62\|14.85\|169997;2026-06-03\|18.48\|13.03\|16.80\|18.88\|16.15\|334942;2026-06-04\|19.70\|6.60\|18.52\|20.48\|18.30\|379519;2026-06-05\|17.74\|-9.95\|19.72\|19.72\|17.40\|324141;2026-06-08\|16.95\|-4.45\|16.90\|17.65\|16.50\|166563;2026-06-09\|17.31\|2.12\|17.20\|17.78\|16.85\|164597;2026-06-10\|16.56\|-4.33\|17.05\|17.31\|16.24\|119328;2026-06-11\|16.08\|-2.90\|16.28\|16.44\|15.90\|106643;2026-06-12\|17.89\|11.26\|16.46\|17.99\|16.46\|230274;2026-06-15\|18.92\|5.76\|17.89\|19.18\|17.89\|193793;2026-06-16\|19.53\|3.22\|18.56\|19.80\|18.45\|192138;2026-06-17\|19.25\|-1.43\|19.17\|19.70\|18.88\|125342;2026-06-18\|19.35\|0.52\|19.16\|19.61\|18.80\|103861;2026-06-22\|20.04\|3.57\|19.35\|20.60\|18.61\|174060;2026-06-23\|19.90\|-0.70\|19.84\|20.91\|19.61\|187608;2026-06-24\|20.06\|0.80\|19.79\|20.20\|19.42\|131238;2026-06-25\|19.98\|-0.40\|20.18\|20.47\|19.43\|128750;2026-06-26\|18.96\|-5.11\|19.95\|20.10\|18.92\|97778;2026-06-29\|18.04\|-4.85\|19.12\|19.13\|17.45\|101342;2026-06-30\|18.01\|-0.17\|18.05\|18.67\|17.63\|107885;2026-07-01\|17.29\|-4.00\|18.01\|18.18\|17.13\|107106;2026-07-02\|16.68\|-3.53\|16.95\|17.65\|16.55\|107727;2026-07-03\|17.25\|3.42\|16.70\|18.08\|16.46\|146820;2026-07-06\|16.42\|-4.81\|17.25\|17.40\|15.84\|139682;2026-07-07\|15.75\|-4.08\|16.42\|16.55\|15.42\|108552;2026-07-08\|15.58\|-1.08\|15.75\|16.46\|15.22\|91962;2026-07-09\|16.15\|3.66\|15.58\|16.29\|14.41\|169032;2026-07-10\|15.07\|-6.69\|15.92\|16.32\|15.07\|118538;2026-07-13\|13.93\|-7.56\|14.90\|15.11\|13.76\|104439;2026-07-14\|14.36\|3.09\|13.85\|15.20\|13.63\|126573;2026-07-15\|14.44\|0.56\|14.39\|14.82\|13.95\|102837;2026-07-16\|13.83\|-4.22\|14.39\|14.54\|13.72\|77843;2026-07-17\|12.50\|-9.62\|13.70\|13.74\|12.18\|127730;2026-07-20\|11.02\|-11.84\|12.83\|12.99\|10.80\|124462;2026-07-21\|11.33\|2.81\|11.06\|11.38\|9.56\|168996;2026-07-22\|10.95\|-3.35\|11.24\|11.84\|10.79\|113809;2026-07-23\|11.12\|1.55\|11.09\|11.35\|10.78\|78257;2026-07-24\|11.24\|1.08\|11.01\|11.47\|10.80\|68375;2026-07-27\|12.11\|7.74\|11.10\|12.14\|11.10\|114406;2026-07-28\|12.28\|1.40\|12.00\|12.92\|11.82\|126299;2026-07-29\|11.84\|-3.58\|12.27\|12.30\|11.35\|94910;2026-07-30\|11.12\|-6.08\|11.84\|11.88\|11.05\|73947;2026-07-31\|11.31\|1.71\|11.76\|11.95\|11.28\|81952;2026-08-03\|11.86\|4.86\|11.33\|12.07\|11.18\|81346;2026-08-04\|12.55\|5.82\|11.93\|12.66\|11.71\|92166;2026-08-05\|15.06\|20.00\|14.00\|15.06\|13.40\|149705;2026-08-06\|15.23\|1.13\|15.00\|15.80\|14.50\|371717;2026-08-07\|15.61\|2.50\|14.93\|16.31\|14.78\|317059;2026-08-10\|15.94\|2.11\|15.91\|16.17\|15.47\|212307;2026-08-11\|15.80\|-0.88\|15.91\|16.30\|15.09\|196077;2026-08-12\|15.99\|1.20\|15.59\|16.32\|15.59\|135066;2026-08-13\|15.12\|-5.44\|16.40\|16.58\|15.05\|147233;2026-08-14\|14.18\|-6.22\|15.10\|15.15\|14.00\|180986;2026-08-17\|15.13\|6.70\|14.23\|15.15\|14.00\|140286;2026-08-18\|14.96\|-1.12\|15.07\|15.88\|14.70\|142336;2026-08-19\|13.91\|-7.02\|14.59\|14.90\|13.80\|124898;2026-08-20\|14.02\|0.79\|14.15\|14.62\|13.83\|95254;2026-08-21\|14.67\|4.64\|13.96\|14.83\|13.70\|132533;2026-08-24\|14.23\|-3.00\|14.68\|14.80\|13.98\|110256;2026-08-25\|14.40\|1.19\|13.93\|14.52\|13.73\|79392;2026-08-26\|14.98\|4.03\|14.26\|15.08\|14.03\|121731;2026-08-27\|15.00\|0.13\|15.13\|15.13\|14.70\|103452;2026-08-28\|14.70\|-2.00\|14.85\|15.19\|14.70\|75615;2026-08-31\|15.20\|3.40\|14.56\|15.28\|14.50\|82206;2026-09-01\|15.18\|-0.13\|15.16\|15.39\|14.94\|79118;2026-09-02\|15.09\|-0.59\|14.90\|15.30\|14.75\|54084;2026-09-03\|15.01\|-0.53\|15.10\|15.34\|14.80\|49533;2026-09-04\|14.45\|-3.73\|15.07\|15.17\|14.32\|59336;2026-09-07\|14.81\|2.49\|14.72\|14.88\|14.46\|49591;2026-09-08\|14.52\|-1.96\|14.80\|14.83\|14.40\|47852;2026-09-09\|14.32\|-1.38\|14.60\|14.65\|14.21\|36089;2026-09-10\|14.09\|-1.61\|14.20\|14.34\|13.92\|41995;2026-09-11\|13.92\|-1.21\|13.95\|14.13\|13.37\|64815;2026-09-14\|14.55\|4.53\|13.95\|14.78\|13.60\|68809;2026-09-15\|14.20\|-2.41\|14.39\|14.61\|14.17\|42748
114321	其它归类	AI零售+智能购物车+机器人 1、据2026年1月5日公告，公司与澳大利亚伍尔沃斯签署销售意向协议，预计向首期约300家门店交付10,800套智能购物车系统，实现批量出货。 2、据2025年9月19日互动易，公司布局巡检机器人、AI相机等AIoT智能硬件，构建数字门店整体解决方案，并持续关注人形机器人等前沿技术在零售场景的应用。 3、据2025年9月1日互动易，公司2023年全球电子价签市场份额28%、国内62%，位列全球同业上市公司营收规模第二。	国内电子价签行业龙头，已获得巡检机器人相关的专利	2026-05-12\|47.47\|2.77\|46.00\|48.38\|45.50\|172494;2026-05-13\|46.53\|-1.98\|47.03\|47.03\|45.83\|105393;2026-05-14\|44.73\|-3.87\|46.55\|46.70\|44.70\|92725;2026-05-15\|44.22\|-1.14\|44.70\|45.45\|44.16\|68497;2026-05-18\|46.32\|4.75\|43.88\|46.48\|43.88\|97889;2026-05-19\|49.02\|5.83\|46.80\|49.50\|46.66\|180766;2026-05-20\|48.35\|-1.37\|48.19\|49.39\|47.90\|119263;2026-05-21\|47.52\|-1.72\|48.64\|49.90\|47.48\|119894;2026-05-22\|46.66\|-1.81\|47.86\|48.08\|45.79\|98471;2026-05-25\|47.09\|0.92\|46.58\|47.58\|45.82\|97259;2026-05-26\|45.73\|-2.89\|46.25\|46.99\|45.03\|103836;2026-05-27\|43.03\|-5.90\|45.65\|45.85\|42.95\|88161;2026-05-28\|44.27\|2.88\|43.02\|44.70\|42.70\|68793;2026-05-29\|44.70\|1.20\|44.55\|46.92\|44.33\|91643;2026-06-01\|45.32\|1.39\|44.71\|45.90\|44.68\|77116;2026-06-02\|44.66\|-1.46\|45.05\|45.49\|43.80\|79576;2026-06-03\|43.81\|-1.90\|44.27\|44.99\|43.55\|59832;2026-06-04\|42.72\|-2.49\|43.39\|43.56\|42.46\|54602;2026-06-05\|42.96\|0.56\|42.60\|43.67\|41.81\|56036;2026-06-08\|41.98\|-2.28\|41.33\|43.28\|40.94\|59046;2026-06-09\|41.62\|-0.86\|42.17\|42.46\|41.11\|47195;2026-06-10\|39.64\|-4.76\|41.22\|41.50\|39.46\|65366;2026-06-11\|39.49\|-0.38\|39.20\|40.32\|38.91\|43558;2026-06-12\|46.77\|18.43\|39.70\|46.77\|39.63\|175400;2026-06-15\|45.29\|-3.16\|46.00\|46.08\|43.71\|144081;2026-06-16\|44.90\|-0.86\|44.84\|45.68\|44.41\|89537;2026-06-17\|45.90\|2.23\|44.91\|45.98\|44.15\|122581;2026-06-18\|44.80\|-2.40\|45.91\|45.92\|44.58\|77366;2026-06-22\|45.81\|2.25\|44.70\|46.09\|43.95\|86530;2026-06-23\|45.41\|-0.87\|45.36\|47.09\|44.72\|93103;2026-06-24\|44.19\|-2.69\|45.40\|45.78\|43.27\|73524;2026-06-25\|42.72\|-3.33\|43.71\|44.74\|42.60\|70385;2026-06-26\|43.06\|0.80\|42.41\|43.74\|41.68\|65855;2026-06-29\|42.71\|-0.81\|42.51\|43.59\|40.45\|73059;2026-06-30\|44.90\|5.13\|42.55\|44.98\|42.30\|90808;2026-07-01\|45.47\|1.27\|44.46\|45.70\|44.40\|75830;2026-07-02\|44.63\|-1.85\|45.02\|46.05\|44.45\|73142;2026-07-03\|44.62\|-0.02\|44.80\|45.30\|43.95\|59457;2026-07-06\|41.96\|-5.96\|44.68\|44.98\|41.87\|72530;2026-07-07\|41.15\|-1.93\|41.96\|42.80\|40.80\|46820;2026-07-08\|41.55\|0.97\|41.15\|41.60\|40.14\|41642;2026-07-09\|40.98\|-1.37\|41.23\|41.99\|40.57\|53803;2026-07-10\|41.97\|2.42\|41.01\|42.19\|40.42\|64921;2026-07-13\|39.77\|-5.24\|41.56\|41.96\|39.76\|59713;2026-07-14\|40.12\|0.88\|40.00\|40.47\|39.46\|36566;2026-07-15\|41.42\|3.24\|40.20\|41.48\|39.83\|46707;2026-07-16\|41.18\|-0.58\|40.80\|41.98\|40.69\|42816;2026-07-17\|41.42\|0.58\|41.11\|42.58\|40.97\|61058;2026-07-20\|42.25\|2.00\|41.01\|42.60\|40.61\|61901;2026-07-21\|43.14\|2.11\|42.00\|43.65\|42.00\|69979;2026-07-22\|41.33\|-4.20\|43.00\|43.30\|41.01\|69242;2026-07-23\|42.06\|1.77\|41.15\|42.16\|40.48\|39817;2026-07-24\|39.80\|-5.37\|41.71\|41.89\|39.80\|45364;2026-07-27\|40.58\|1.96\|39.60\|40.67\|39.45\|35472;2026-07-28\|41.11\|1.31\|39.51\|41.23\|39.51\|40301;2026-07-29\|42.54\|3.48\|41.19\|42.60\|40.81\|61197;2026-07-30\|42.74\|0.47\|42.54\|43.98\|42.31\|65417;2026-07-31\|46.45\|8.68\|43.40\|47.98\|42.74\|162697;2026-08-03\|46.25\|-0.43\|45.79\|47.60\|45.28\|102317;2026-08-04\|46.15\|-0.22\|46.38\|46.56\|45.40\|68281;2026-08-05\|45.83\|-0.69\|46.48\|46.69\|45.50\|70612;2026-08-06\|44.54\|-2.81\|45.16\|45.57\|44.30\|69965;2026-08-07\|44.68\|0.31\|44.28\|45.27\|44.06\|57492;2026-08-10\|44.41\|-0.60\|44.58\|44.75\|43.83\|47223;2026-08-11\|44.90\|1.10\|44.65\|45.41\|43.87\|73939;2026-08-12\|44.18\|-1.60\|44.46\|44.76\|43.97\|54327;2026-08-13\|43.01\|-2.65\|44.38\|44.84\|43.01\|56113;2026-08-14\|42.28\|-1.70\|43.08\|43.37\|41.98\|49568;2026-08-17\|42.63\|0.83\|42.10\|42.64\|41.90\|35365;2026-08-18\|42.29\|-0.80\|42.50\|42.50\|41.80\|36517;2026-08-19\|41.27\|-2.41\|42.51\|42.96\|40.90\|57727;2026-08-20\|41.37\|0.24\|41.36\|41.69\|41.05\|33339;2026-08-21\|41.44\|0.17\|41.06\|41.65\|40.64\|29926;2026-08-24\|42.59\|2.78\|41.26\|42.71\|41.14\|63232;2026-08-25\|42.70\|0.26\|42.36\|43.20\|41.75\|51200;2026-08-26\|41.29\|-3.30\|43.16\|43.64\|41.20\|71708;2026-08-27\|41.60\|0.75\|41.30\|41.64\|40.88\|34118;2026-08-28\|42.27\|1.61\|41.62\|42.80\|41.34\|52192;2026-08-31\|42.29\|0.05\|41.76\|42.48\|41.40\|35411;2026-09-01\|42.73\|1.04\|42.23\|43.07\|41.92\|48567;2026-09-02\|42.66\|-0.16\|42.50\|42.94\|42.06\|37253;2026-09-03\|43.25\|1.38\|42.84\|43.45\|42.63\|44563;2026-09-04\|42.37\|-2.03\|43.42\|43.90\|42.07\|52884;2026-09-07\|43.21\|1.98\|42.41\|43.42\|42.29\|42643;2026-09-08\|43.22\|0.02\|43.00\|43.48\|42.59\|41762;2026-09-09\|42.05\|-2.71\|43.24\|43.24\|41.83\|41054;2026-09-10\|40.97\|-2.57\|41.72\|42.03\|40.89\|36838;2026-09-11\|40.00\|-2.37\|40.59\|40.73\|39.66\|42605;2026-09-14\|42.02\|5.05\|39.90\|42.18\|39.68\|50694;2026-09-15\|41.78\|-0.57\|42.00\|42.27\|41.72\|25306
114320	其它归类	小米汽车+电驱龙头+汇川控股 1、据2025年10月10日互动易，小米汽车是公司的主要客户之一，公司向小米汽车供应电驱系统；据2025年9月12日上市发行公告，小米集团通过全资子公司参与公司战略配售。 2、据2025年9月19日招股说明书，公司2024年新能源乘用车电控、电机份额在第三方供应商中均排名第一，驱动总成第三方中排名第二；据2026年5月26日互动易，公司构建了覆盖驱动总成、电机、电控、电源总成的全平台能力。 3、据2025年9月19日招股说明书，公司控股股东为深圳市汇川技术股份有限公司；年报披露实际控制人为朱兴明。	2025-09上市	2026-05-12\|19.72\|-2.67\|20.24\|20.30\|19.71\|79445;2026-05-13\|19.73\|0.05\|19.72\|19.84\|19.46\|76731;2026-05-14\|19.01\|-3.65\|19.83\|19.89\|19.01\|80003;2026-05-15\|19.54\|2.79\|19.05\|20.12\|18.90\|136812;2026-05-18\|19.72\|0.92\|19.40\|19.88\|19.24\|81762;2026-05-19\|19.74\|0.10\|19.62\|20.05\|19.59\|56905;2026-05-20\|19.20\|-2.74\|19.75\|19.80\|19.15\|67936;2026-05-21\|19.65\|2.34\|19.26\|20.42\|19.24\|168136;2026-05-22\|19.72\|0.36\|19.85\|19.89\|19.39\|94099;2026-05-25\|19.29\|-2.18\|19.48\|19.62\|19.22\|85109;2026-05-26\|19.40\|0.57\|19.24\|19.71\|19.05\|94876;2026-05-27\|18.58\|-4.23\|19.32\|19.50\|18.54\|109609;2026-05-28\|18.13\|-2.42\|18.51\|18.72\|17.90\|89799;2026-05-29\|17.90\|-1.27\|18.27\|18.34\|17.80\|66283;2026-06-01\|18.14\|1.34\|18.17\|18.33\|17.83\|64284;2026-06-02\|17.96\|-0.99\|18.17\|18.34\|17.94\|54628;2026-06-03\|17.77\|-1.06\|17.98\|18.03\|17.64\|54428;2026-06-04\|17.66\|-0.39\|17.66\|17.87\|17.34\|65206;2026-06-05\|17.74\|0.45\|17.67\|18.16\|17.37\|68208;2026-06-08\|17.05\|-3.89\|17.34\|17.63\|16.89\|67835;2026-06-09\|16.86\|-1.11\|17.15\|17.19\|16.83\|46982;2026-06-10\|16.30\|-3.32\|16.68\|16.71\|16.06\|81999;2026-06-11\|16.10\|-1.23\|16.09\|16.27\|15.90\|55351;2026-06-12\|19.17\|19.07\|16.30\|19.32\|16.30\|346912;2026-06-15\|19.78\|3.18\|19.02\|19.96\|18.85\|254240;2026-06-16\|19.37\|-2.07\|19.69\|19.98\|19.14\|158550;2026-06-17\|19.11\|-1.34\|19.20\|19.36\|18.88\|91632;2026-06-18\|18.67\|-2.30\|19.10\|19.17\|18.52\|75874;2026-06-22\|18.55\|-0.64\|18.52\|18.79\|17.95\|88318;2026-06-23\|18.35\|-1.08\|18.44\|19.50\|18.19\|112916;2026-06-24\|17.96\|-2.13\|18.20\|18.49\|17.49\|117844;2026-06-25\|17.49\|-2.62\|17.80\|18.07\|17.44\|71511;2026-06-26\|16.90\|-3.37\|17.45\|17.57\|16.90\|61381;2026-06-29\|17.00\|0.59\|16.85\|17.17\|16.70\|66592;2026-06-30\|17.23\|1.35\|17.05\|17.46\|17.01\|58804;2026-07-01\|17.67\|2.55\|17.18\|18.10\|17.00\|90567;2026-07-02\|17.37\|-1.70\|17.61\|18.05\|17.33\|75670;2026-07-03\|17.86\|2.82\|17.47\|18.16\|17.38\|100416;2026-07-06\|17.21\|-3.64\|17.96\|17.97\|17.21\|70468;2026-07-07\|16.75\|-2.67\|17.22\|17.57\|16.71\|53616;2026-07-08\|16.45\|-1.79\|16.73\|16.76\|16.43\|44567;2026-07-09\|17.69\|7.54\|16.66\|17.87\|16.46\|139383;2026-07-10\|18.26\|3.22\|17.40\|18.87\|17.10\|168372;2026-07-13\|17.33\|-5.09\|18.17\|18.30\|17.29\|89221;2026-07-14\|17.08\|-1.44\|17.36\|17.51\|16.81\|60894;2026-07-15\|17.57\|2.87\|17.06\|18.20\|16.90\|115658;2026-07-16\|17.34\|-1.31\|17.37\|17.73\|17.01\|79036;2026-07-17\|16.91\|-2.48\|17.34\|17.65\|16.76\|81862;2026-07-20\|16.98\|0.41\|16.81\|17.06\|16.48\|69494;2026-07-21\|16.97\|-0.06\|16.88\|17.34\|16.69\|81610;2026-07-22\|16.57\|-2.36\|16.88\|16.88\|16.45\|65174;2026-07-23\|16.77\|1.21\|16.50\|16.83\|16.43\|43023;2026-07-24\|16.17\|-3.58\|16.60\|16.76\|16.17\|49314;2026-07-27\|16.41\|1.48\|16.10\|16.45\|16.00\|36163;2026-07-28\|16.30\|-0.67\|16.30\|16.55\|16.18\|33889;2026-07-29\|16.62\|1.96\|16.37\|16.69\|16.32\|47281;2026-07-30\|16.80\|1.08\|16.56\|17.14\|16.55\|64054;2026-07-31\|16.90\|0.60\|16.85\|17.10\|16.81\|52672;2026-08-03\|16.91\|0.06\|16.86\|17.14\|16.86\|40075;2026-08-04\|17.05\|0.83\|16.90\|17.08\|16.80\|49093;2026-08-05\|17.11\|0.35\|17.05\|17.26\|16.99\|58219;2026-08-06\|16.95\|-0.94\|17.07\|17.26\|16.88\|52463;2026-08-07\|17.08\|0.77\|16.90\|17.17\|16.75\|52486;2026-08-10\|17.36\|1.64\|17.08\|17.49\|16.95\|61424;2026-08-11\|17.09\|-1.56\|17.31\|17.34\|16.98\|45462;2026-08-12\|17.09\|0.00\|17.03\|17.13\|16.98\|33889;2026-08-13\|16.78\|-1.81\|17.09\|17.23\|16.77\|56772;2026-08-14\|16.97\|1.13\|16.83\|17.14\|16.75\|45016;2026-08-17\|17.25\|1.65\|17.02\|17.44\|16.68\|69646;2026-08-18\|17.30\|0.29\|17.22\|17.31\|16.94\|57670;2026-08-19\|16.56\|-4.28\|17.18\|17.19\|16.51\|65787;2026-08-20\|16.73\|1.03\|16.64\|16.87\|16.62\|33751;2026-08-21\|16.58\|-0.90\|16.75\|16.75\|16.47\|25633;2026-08-24\|16.43\|-0.90\|16.57\|16.69\|16.33\|28127;2026-08-25\|15.32\|-6.76\|15.60\|15.60\|14.66\|111316;2026-08-26\|15.32\|0.00\|15.13\|15.39\|15.10\|55001;2026-08-27\|15.25\|-0.46\|15.31\|15.33\|15.07\|39174;2026-08-28\|15.11\|-0.92\|15.25\|15.26\|15.02\|45864;2026-08-31\|15.12\|0.07\|15.11\|15.21\|14.96\|42186;2026-09-01\|15.08\|-0.26\|15.18\|15.35\|15.06\|58518;2026-09-02\|14.93\|-0.99\|15.05\|15.08\|14.87\|33841;2026-09-03\|14.85\|-0.54\|15.00\|15.10\|14.76\|37866;2026-09-04\|14.75\|-0.67\|14.85\|15.03\|14.71\|39520;2026-09-07\|14.82\|0.47\|14.77\|14.89\|14.60\|32357;2026-09-08\|14.87\|0.34\|14.83\|14.94\|14.75\|25402;2026-09-09\|14.56\|-2.08\|14.87\|14.89\|14.55\|41429;2026-09-10\|14.28\|-1.92\|14.55\|14.56\|14.28\|32616;2026-09-11\|14.02\|-1.82\|14.09\|14.21\|13.93\|34989;2026-09-14\|14.16\|1.00\|14.00\|14.18\|13.97\|21815;2026-09-15\|14.15\|-0.07\|14.12\|14.34\|14.05\|24160
114319	其它归类	回购注销+瓦楞纸涨价+京东合作 1、据2026年6月11日《关于以集中竞价交易方式回购股份的回购报告书》，公司拟以不低于3亿元且不超过6亿元的自有或自筹资金回购股份，全部用于注销并减少注册资本；据同日公告，公司拟将前期回购的1.02亿股用途变更为注销。 2、据2026年6月10日互动易，近期受行业供需变化影响，瓦楞箱板纸市场价格上调，公司已对部分产品价格适当调整，盈利水平有望修复；据2026年5月26日投资者关系活动记录表，相关产品毛利率较前期呈现一定修复态势。 3、据2026年6月10日互动易，公司与京东工业签署战略合作协议，成为京东工业包材品类首家指定合作工厂，双方在原料、制造、物流、数字化等维度深度布局；同时公司已正式获得Meta合格供应商资质，提供特种纸研发到包装的一体化服务并实现交付。	公司主营业务为箱板纸、瓦楞原纸、特种纸	2026-05-12\|1.43\|-2.72\|1.47\|1.47\|1.43\|826939;2026-05-13\|1.43\|0.00\|1.43\|1.44\|1.42\|635790;2026-05-14\|1.40\|-2.10\|1.43\|1.43\|1.40\|577733;2026-05-15\|1.40\|0.00\|1.41\|1.42\|1.39\|779834;2026-05-18\|1.37\|-2.14\|1.40\|1.40\|1.35\|988215;2026-05-19\|1.39\|1.46\|1.36\|1.39\|1.36\|586915;2026-05-20\|1.36\|-2.16\|1.39\|1.39\|1.35\|495632;2026-05-21\|1.32\|-2.94\|1.36\|1.37\|1.31\|831327;2026-05-22\|1.37\|3.79\|1.33\|1.38\|1.32\|939776;2026-05-25\|1.39\|1.46\|1.36\|1.40\|1.36\|722642;2026-05-26\|1.37\|-1.44\|1.39\|1.39\|1.35\|450482;2026-05-27\|1.34\|-2.19\|1.37\|1.37\|1.33\|591113;2026-05-28\|1.34\|0.00\|1.34\|1.36\|1.33\|496108;2026-05-29\|1.35\|0.75\|1.34\|1.36\|1.34\|416321;2026-06-01\|1.37\|1.48\|1.34\|1.38\|1.33\|779793;2026-06-02\|1.36\|-0.73\|1.37\|1.38\|1.35\|614300;2026-06-03\|1.35\|-0.74\|1.35\|1.36\|1.34\|418318;2026-06-04\|1.34\|-0.74\|1.34\|1.36\|1.32\|478475;2026-06-05\|1.35\|0.75\|1.33\|1.35\|1.33\|406355;2026-06-08\|1.31\|-2.96\|1.33\|1.35\|1.31\|559176;2026-06-09\|1.28\|-2.29\|1.32\|1.33\|1.27\|1082609;2026-06-10\|1.37\|7.03\|1.32\|1.41\|1.32\|2723498;2026-06-11\|1.31\|-4.38\|1.36\|1.37\|1.30\|1763674;2026-06-12\|1.44\|9.92\|1.30\|1.44\|1.29\|4165241;2026-06-15\|1.41\|-2.08\|1.42\|1.45\|1.39\|3178400;2026-06-16\|1.39\|-1.42\|1.41\|1.42\|1.38\|1431544;2026-06-17\|1.35\|-2.88\|1.40\|1.41\|1.34\|1597430;2026-06-18\|1.33\|-1.48\|1.35\|1.36\|1.31\|1193580;2026-06-22\|1.36\|2.26\|1.33\|1.36\|1.31\|1151450;2026-06-23\|1.39\|2.21\|1.35\|1.42\|1.34\|1600576;2026-06-24\|1.35\|-2.88\|1.39\|1.40\|1.34\|1047058;2026-06-25\|1.36\|0.74\|1.34\|1.39\|1.33\|867239;2026-06-26\|1.39\|2.21\|1.36\|1.41\|1.35\|1275141;2026-06-29\|1.39\|0.00\|1.39\|1.42\|1.37\|1253234;2026-06-30\|1.37\|-1.44\|1.38\|1.39\|1.35\|1068969;2026-07-01\|1.39\|1.46\|1.37\|1.40\|1.35\|999017;2026-07-02\|1.39\|0.00\|1.39\|1.44\|1.38\|1171565;2026-07-03\|1.41\|1.44\|1.38\|1.43\|1.38\|907652;2026-07-06\|1.38\|-2.13\|1.40\|1.42\|1.37\|1007383;2026-07-07\|1.34\|-2.90\|1.38\|1.39\|1.33\|847326;2026-07-08\|1.34\|0.00\|1.34\|1.36\|1.32\|619299;2026-07-09\|1.33\|-0.75\|1.34\|1.35\|1.32\|544678;2026-07-10\|1.36\|2.26\|1.34\|1.37\|1.32\|839284;2026-07-13\|1.33\|-2.21\|1.34\|1.35\|1.32\|593781;2026-07-14\|1.34\|0.75\|1.32\|1.35\|1.32\|598643;2026-07-15\|1.36\|1.49\|1.34\|1.37\|1.34\|620268;2026-07-16\|1.36\|0.00\|1.35\|1.37\|1.34\|514276;2026-07-17\|1.33\|-2.21\|1.36\|1.37\|1.32\|747759;2026-07-20\|1.34\|0.75\|1.33\|1.35\|1.32\|649858;2026-07-21\|1.32\|-1.49\|1.33\|1.34\|1.31\|691604;2026-07-22\|1.31\|-0.76\|1.32\|1.33\|1.30\|549056;2026-07-23\|1.32\|0.76\|1.31\|1.33\|1.31\|829978;2026-07-24\|1.30\|-1.52\|1.31\|1.32\|1.29\|675550;2026-07-27\|1.31\|0.77\|1.30\|1.32\|1.29\|475902;2026-07-28\|1.32\|0.76\|1.30\|1.33\|1.30\|741605;2026-07-29\|1.33\|0.76\|1.32\|1.35\|1.31\|706436;2026-07-30\|1.33\|0.00\|1.33\|1.35\|1.33\|680109;2026-07-31\|1.34\|0.75\|1.33\|1.35\|1.33\|489959;2026-08-03\|1.36\|1.49\|1.35\|1.37\|1.34\|802281;2026-08-04\|1.35\|-0.74\|1.37\|1.37\|1.34\|829656;2026-08-05\|1.35\|0.00\|1.35\|1.37\|1.34\|804507;2026-08-06\|1.34\|-0.74\|1.35\|1.35\|1.33\|534971;2026-08-07\|1.32\|-1.49\|1.34\|1.35\|1.32\|606828;2026-08-10\|1.34\|1.52\|1.33\|1.35\|1.32\|504361;2026-08-11\|1.35\|0.75\|1.34\|1.36\|1.34\|613455;2026-08-12\|1.37\|1.48\|1.35\|1.38\|1.34\|1047178;2026-08-13\|1.34\|-2.19\|1.37\|1.37\|1.34\|538207;2026-08-14\|1.33\|-0.75\|1.35\|1.35\|1.33\|488071;2026-08-17\|1.34\|0.75\|1.33\|1.35\|1.33\|408326;2026-08-18\|1.34\|0.00\|1.34\|1.35\|1.33\|396170;2026-08-19\|1.32\|-1.49\|1.35\|1.36\|1.32\|693336;2026-08-20\|1.33\|0.76\|1.32\|1.34\|1.32\|369499;2026-08-21\|1.33\|0.00\|1.33\|1.34\|1.32\|258417;2026-08-24\|1.33\|0.00\|1.33\|1.34\|1.32\|338628;2026-08-25\|1.34\|0.75\|1.32\|1.35\|1.32\|545859;2026-08-26\|1.36\|1.49\|1.34\|1.37\|1.34\|1042977;2026-08-27\|1.36\|0.00\|1.35\|1.36\|1.34\|582117;2026-08-28\|1.36\|0.00\|1.35\|1.38\|1.35\|1053440;2026-08-31\|1.36\|0.00\|1.36\|1.37\|1.35\|637862;2026-09-01\|1.37\|0.74\|1.36\|1.38\|1.35\|917427;2026-09-02\|1.36\|-0.73\|1.37\|1.38\|1.35\|491363;2026-09-03\|1.34\|-1.47\|1.36\|1.37\|1.33\|581325;2026-09-04\|1.34\|0.00\|1.34\|1.36\|1.34\|546062;2026-09-07\|1.35\|0.75\|1.34\|1.35\|1.34\|202453;2026-09-08\|1.38\|2.22\|1.35\|1.38\|1.34\|1072450;2026-09-09\|1.37\|-0.72\|1.38\|1.38\|1.36\|662789;2026-09-10\|1.36\|-0.73\|1.37\|1.37\|1.35\|564891;2026-09-11\|1.34\|-1.47\|1.36\|1.36\|1.33\|769625;2026-09-14\|1.34\|0.00\|1.33\|1.35\|1.33\|431287;2026-09-15\|1.32\|-1.49\|1.34\|1.34\|1.32\|440217
114318	其它归类	全钢巨胎+国产替代+俄罗斯建厂+订单增长 1、据2025年11月20日招股说明书，公司是国内全钢巨胎行业龙头，已实现49-63英寸全系列规格量产，打破了国内全钢巨胎市场由国际三大品牌垄断的局面，实现了进口替代。 2、据广发证券2026年5月31日研报，2022年国际轮胎三巨头退出俄罗斯市场后，公司作为国内全钢巨胎龙头迅速填补空白，俄罗斯收入占比从2021年的9.67%跃升至34.38%；据2025年12月27日公告，公司拟在俄罗斯建设巨型全钢工程机械子午线轮胎工厂，一期设计年产能1.05万条。 3、据2026年4月29日投资者关系活动记录表，2026年一季度公司成功拓展10家新矿企客户，这些新客户采用直销模式，轮胎经过试用期验证后，有望在下半年转化为长期协议客户。	2025-11上市	2026-05-12\|60.00\|-0.30\|60.47\|61.30\|59.50\|17722;2026-05-13\|60.23\|0.38\|60.20\|61.60\|59.44\|20737;2026-05-14\|58.50\|-2.87\|60.62\|60.62\|57.96\|18572;2026-05-15\|56.98\|-2.60\|58.54\|58.73\|56.67\|18863;2026-05-18\|56.15\|-1.46\|57.15\|57.31\|54.62\|32758;2026-05-19\|57.28\|2.01\|55.99\|57.36\|55.73\|18579;2026-05-20\|57.67\|0.68\|57.30\|58.31\|56.62\|15957;2026-05-21\|55.90\|-3.07\|57.36\|58.12\|55.81\|16213;2026-05-22\|56.81\|1.63\|55.92\|57.12\|55.32\|11795;2026-05-25\|57.00\|0.33\|55.89\|57.19\|54.20\|44060;2026-05-26\|56.92\|-0.14\|56.02\|58.40\|55.14\|26970;2026-05-27\|54.97\|-3.43\|56.40\|57.16\|54.87\|19472;2026-05-28\|54.21\|-1.38\|54.78\|55.08\|53.07\|17667;2026-05-29\|52.88\|-2.45\|53.81\|54.51\|52.78\|16794;2026-06-01\|52.16\|-1.36\|52.50\|53.00\|52.11\|11400;2026-06-02\|51.77\|-0.75\|52.51\|52.51\|50.08\|22092;2026-06-03\|50.47\|-2.51\|51.77\|52.56\|50.00\|16689;2026-06-04\|50.43\|-0.08\|51.00\|51.00\|49.81\|14243;2026-06-05\|50.05\|-0.75\|50.50\|51.26\|49.66\|13222;2026-06-08\|47.69\|-4.72\|48.66\|49.35\|46.99\|15160;2026-06-09\|48.58\|1.87\|47.73\|48.99\|47.73\|12286;2026-06-10\|46.94\|-3.38\|48.48\|48.52\|46.80\|13055;2026-06-11\|46.70\|-0.51\|46.80\|47.33\|45.66\|14012;2026-06-12\|51.37\|10.00\|47.00\|51.37\|46.52\|34107;2026-06-15\|52.48\|2.16\|52.40\|53.98\|51.66\|27507;2026-06-16\|50.62\|-3.54\|52.22\|52.46\|50.41\|18820;2026-06-17\|49.85\|-1.52\|51.12\|51.40\|49.60\|14405;2026-06-18\|49.05\|-1.60\|49.51\|49.98\|48.80\|13316;2026-06-22\|50.38\|2.71\|49.30\|50.93\|48.02\|17663;2026-06-23\|49.10\|-2.54\|50.30\|50.62\|48.99\|11181;2026-06-24\|48.08\|-2.08\|49.00\|49.29\|47.84\|7983;2026-06-25\|46.92\|-2.41\|47.92\|48.35\|46.82\|10532;2026-06-26\|45.19\|-3.69\|46.93\|47.00\|45.18\|13884;2026-06-29\|44.74\|-1.00\|45.17\|46.28\|43.61\|14541;2026-06-30\|44.70\|-0.09\|45.10\|46.49\|43.74\|23504;2026-07-01\|46.36\|3.71\|44.60\|48.30\|44.30\|24785;2026-07-02\|45.84\|-1.12\|46.40\|47.65\|45.84\|17759;2026-07-03\|46.16\|0.70\|46.21\|47.15\|45.73\|14044;2026-07-06\|45.57\|-1.28\|46.17\|46.64\|45.53\|12632;2026-07-07\|43.00\|-5.64\|45.60\|45.72\|42.80\|17194;2026-07-08\|41.32\|-3.91\|43.00\|43.07\|41.21\|15751;2026-07-09\|40.22\|-2.66\|41.32\|41.32\|39.65\|16471;2026-07-10\|41.55\|3.31\|40.30\|42.77\|40.01\|20879;2026-07-13\|42.80\|3.01\|41.97\|43.50\|41.42\|28252;2026-07-14\|44.61\|4.23\|42.53\|45.70\|42.40\|42911;2026-07-15\|43.10\|-3.38\|44.62\|46.33\|42.72\|38239;2026-07-16\|42.80\|-0.70\|42.78\|43.79\|42.25\|24494;2026-07-17\|41.67\|-2.64\|42.55\|43.43\|41.60\|22228;2026-07-20\|41.15\|-1.25\|41.70\|42.42\|39.88\|24353;2026-07-21\|40.81\|-0.83\|40.89\|41.00\|39.68\|19337;2026-07-22\|42.84\|4.97\|40.81\|42.92\|40.14\|23023;2026-07-23\|43.82\|2.29\|42.85\|44.10\|42.16\|15944;2026-07-24\|42.35\|-3.35\|43.89\|43.89\|42.09\|11166;2026-07-27\|43.23\|2.08\|42.35\|43.35\|42.09\|13273;2026-07-28\|43.09\|-0.32\|43.03\|43.88\|42.67\|9751;2026-07-29\|43.34\|0.58\|43.09\|43.91\|42.97\|10414;2026-07-30\|44.51\|2.70\|43.29\|44.86\|43.00\|19790;2026-07-31\|43.96\|-1.24\|43.98\|44.46\|43.51\|17658;2026-08-03\|44.76\|1.82\|43.97\|44.97\|43.70\|14266;2026-08-04\|44.61\|-0.34\|44.77\|45.05\|44.30\|13310;2026-08-05\|44.90\|0.65\|44.70\|44.99\|44.40\|13465;2026-08-06\|44.00\|-2.00\|44.88\|44.88\|43.69\|13143;2026-08-07\|44.83\|1.89\|43.79\|45.13\|43.53\|17187;2026-08-10\|45.50\|1.49\|44.83\|45.79\|44.41\|13440;2026-08-11\|47.70\|4.84\|45.84\|49.99\|45.65\|48139;2026-08-12\|46.06\|-3.44\|47.35\|47.50\|46.02\|27040;2026-08-13\|44.57\|-3.23\|46.06\|46.12\|44.55\|22718;2026-08-14\|45.30\|1.64\|44.58\|45.43\|44.15\|12929;2026-08-17\|45.58\|0.62\|45.20\|45.68\|44.56\|10077;2026-08-18\|44.70\|-1.93\|45.53\|45.67\|44.40\|10509;2026-08-19\|46.69\|4.45\|44.26\|47.10\|43.88\|44948;2026-08-20\|44.35\|-5.01\|46.38\|46.89\|44.26\|28540;2026-08-21\|44.07\|-0.63\|44.09\|44.20\|43.24\|11761;2026-08-24\|43.15\|-2.09\|44.07\|44.17\|42.83\|9104;2026-08-25\|44.09\|2.18\|43.09\|44.10\|42.81\|9235;2026-08-26\|44.43\|0.77\|44.09\|44.78\|43.91\|9423;2026-08-27\|45.57\|2.57\|44.43\|45.85\|43.88\|17676;2026-08-28\|45.74\|0.37\|45.20\|46.18\|45.20\|12615;2026-08-31\|46.01\|0.59\|45.64\|46.10\|45.23\|9647;2026-09-01\|46.14\|0.28\|45.83\|46.55\|45.62\|13926;2026-09-02\|45.17\|-2.10\|45.88\|45.98\|44.88\|8331;2026-09-03\|44.45\|-1.59\|45.20\|45.64\|44.15\|10329;2026-09-04\|44.00\|-1.01\|44.60\|44.96\|43.88\|7127;2026-09-07\|43.38\|-1.41\|44.20\|44.30\|43.38\|9204;2026-09-08\|44.01\|1.45\|43.53\|44.10\|43.25\|8127;2026-09-09\|43.88\|-0.30\|43.77\|44.18\|43.52\|7178;2026-09-10\|43.16\|-1.64\|43.70\|43.72\|42.85\|7441;2026-09-11\|41.94\|-2.83\|43.01\|43.01\|41.71\|8408;2026-09-14\|41.43\|-1.22\|41.84\|41.84\|41.11\|9392;2026-09-15\|41.59\|0.39\|41.31\|42.07\|41.16\|6957
114317	其它归类	水电+资产注入+央企国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据国家气候中心预测，今年夏季全国平均气温较常年偏高，高温日数较常年偏多。公司原因： 1、据2026年6月8日业绩说明会，公司透露上半年整体来水情况较好，一季度业绩已超计划进度，并通过优化调度提升水电经济运行和水能利用率。 2、据2026年6月8日业绩说明会，五凌电力拟收购的7个湖南新能源项目正在开展评估备案相关工作，完成后将并入上市公司报表。 3、据2025年年度报告，公司已成为国家电投集团境内水电资产整合平台，集团承诺在具备条件时继续注入核心水电资产，控股水电装机586万千瓦，清洁能源装机占比达100%。 4、公司最终控制人为国务院国有资产监督管理委员会，实控人为国家电力投资集团有限公司，具备央企背景。	公司已成为国家电投集团境内水电资产整合平台，集团承诺在具备条件时继续注入核心水电资产，控股水电装机586万千瓦，清洁能源装机占比达100%	2026-05-12\|16.06\|0.82\|15.90\|16.44\|15.82\|210128;2026-05-13\|15.81\|-1.56\|16.05\|16.12\|15.73\|191179;2026-05-14\|15.34\|-2.97\|15.81\|15.91\|15.32\|177998;2026-05-15\|14.98\|-2.35\|15.29\|15.43\|14.96\|182374;2026-05-18\|14.71\|-1.80\|14.91\|14.98\|14.53\|169487;2026-05-19\|15.02\|2.11\|14.74\|15.61\|14.50\|214784;2026-05-20\|14.51\|-3.40\|14.92\|15.15\|14.45\|175985;2026-05-21\|14.10\|-2.83\|14.57\|14.79\|14.10\|159654;2026-05-22\|14.27\|1.21\|14.37\|14.37\|14.02\|108197;2026-05-25\|14.89\|4.34\|14.49\|15.45\|14.43\|307853;2026-05-26\|14.71\|-1.21\|14.90\|15.00\|14.62\|188888;2026-05-27\|14.65\|-0.41\|14.68\|14.99\|14.50\|158470;2026-05-28\|14.70\|0.34\|14.60\|14.89\|14.51\|131893;2026-05-29\|14.51\|-0.89\|14.71\|14.83\|14.44\|169800;2026-06-01\|14.02\|-3.38\|14.60\|14.75\|14.00\|213042;2026-06-02\|14.06\|0.29\|14.02\|14.30\|13.68\|177992;2026-06-03\|13.78\|-1.99\|14.11\|14.15\|13.67\|163984;2026-06-04\|13.98\|1.45\|13.79\|14.32\|13.72\|187307;2026-06-05\|13.68\|-2.15\|13.88\|14.01\|13.61\|137588;2026-06-08\|13.14\|-3.95\|13.52\|13.72\|13.00\|174277;2026-06-09\|13.03\|-0.84\|13.14\|13.22\|13.00\|99698;2026-06-10\|13.02\|-0.08\|12.97\|13.11\|12.69\|121296;2026-06-11\|13.19\|1.31\|13.14\|13.53\|13.02\|127289;2026-06-12\|14.51\|10.01\|13.21\|14.51\|13.03\|321610;2026-06-15\|14.66\|1.03\|14.71\|14.86\|14.30\|393267;2026-06-16\|14.22\|-3.00\|14.59\|14.77\|14.15\|225429;2026-06-17\|13.94\|-1.97\|14.35\|14.39\|13.80\|158623;2026-06-18\|14.24\|2.15\|13.85\|14.55\|13.75\|192680;2026-06-22\|14.80\|3.93\|14.23\|14.84\|13.83\|255666;2026-06-23\|14.27\|-3.58\|14.75\|15.10\|14.26\|170296;2026-06-24\|13.96\|-2.17\|14.35\|14.83\|13.90\|173268;2026-06-25\|13.57\|-2.79\|13.96\|14.08\|13.55\|143749;2026-06-26\|12.88\|-5.08\|13.63\|13.66\|12.87\|173883;2026-06-29\|12.19\|-5.36\|12.89\|12.90\|12.06\|237696;2026-06-30\|12.04\|-1.23\|12.16\|12.18\|11.82\|146419;2026-07-01\|12.49\|3.74\|12.25\|12.78\|11.85\|209804;2026-07-02\|12.51\|0.16\|12.50\|12.85\|12.38\|145543;2026-07-03\|12.48\|-0.24\|12.61\|12.94\|12.35\|145408;2026-07-06\|12.70\|1.76\|12.61\|13.14\|12.44\|176253;2026-07-07\|12.03\|-5.28\|12.85\|12.85\|12.02\|129015;2026-07-08\|12.05\|0.17\|12.05\|12.21\|11.90\|98304;2026-07-09\|12.03\|-0.17\|12.00\|12.10\|11.70\|125810;2026-07-10\|12.11\|0.67\|12.02\|12.32\|11.76\|108592;2026-07-13\|11.56\|-4.54\|12.05\|12.18\|11.55\|116908;2026-07-14\|12.34\|6.75\|12.42\|12.66\|11.97\|257515;2026-07-15\|12.50\|1.30\|12.38\|12.97\|12.22\|216423;2026-07-16\|12.83\|2.64\|12.61\|13.16\|12.46\|220082;2026-07-17\|12.49\|-2.65\|12.79\|13.14\|12.36\|232844;2026-07-20\|12.68\|1.52\|12.30\|12.87\|12.01\|232398;2026-07-21\|12.41\|-2.13\|12.60\|12.64\|12.15\|185233;2026-07-22\|12.60\|1.53\|12.35\|12.72\|12.26\|160799;2026-07-23\|12.70\|0.79\|12.55\|12.78\|12.40\|158058;2026-07-24\|12.00\|-5.51\|12.61\|12.61\|11.97\|171476;2026-07-27\|12.22\|1.83\|12.00\|12.24\|11.91\|96258;2026-07-28\|12.29\|0.57\|12.20\|12.55\|12.03\|124900;2026-07-29\|12.46\|1.38\|12.32\|12.50\|12.17\|96159;2026-07-30\|12.54\|0.64\|12.52\|12.80\|12.44\|111496;2026-07-31\|12.62\|0.64\|12.51\|12.69\|12.44\|101118;2026-08-03\|12.69\|0.55\|12.70\|12.80\|12.54\|111700;2026-08-04\|12.84\|1.18\|12.68\|12.89\|12.65\|97149;2026-08-05\|12.92\|0.62\|12.82\|12.98\|12.64\|111218;2026-08-06\|12.64\|-2.17\|12.90\|12.90\|12.56\|105076;2026-08-07\|12.48\|-1.27\|12.65\|12.65\|12.38\|86528;2026-08-10\|12.52\|0.32\|12.60\|12.75\|12.45\|96205;2026-08-11\|12.69\|1.36\|12.54\|12.98\|12.42\|159969;2026-08-12\|12.64\|-0.39\|12.60\|12.72\|12.53\|92978;2026-08-13\|12.55\|-0.71\|12.64\|12.79\|12.47\|115983;2026-08-14\|12.33\|-1.75\|12.55\|12.55\|12.28\|89742;2026-08-17\|12.31\|-0.16\|12.35\|12.39\|12.18\|75105;2026-08-18\|12.12\|-1.54\|12.28\|12.38\|12.10\|82304;2026-08-19\|11.93\|-1.57\|12.12\|12.21\|11.92\|107475;2026-08-20\|12.23\|2.51\|12.00\|12.53\|11.95\|116830;2026-08-21\|12.09\|-1.14\|12.20\|12.20\|12.02\|59738;2026-08-24\|12.15\|0.50\|12.02\|12.15\|11.93\|85840;2026-08-25\|12.12\|-0.25\|12.15\|12.20\|12.00\|60121;2026-08-26\|12.51\|3.22\|12.12\|12.62\|12.09\|136553;2026-08-27\|12.52\|0.08\|12.40\|12.52\|12.30\|86740;2026-08-28\|12.56\|0.32\|12.50\|12.62\|12.41\|73356;2026-08-31\|12.32\|-1.91\|12.56\|12.62\|12.10\|125548;2026-09-01\|12.36\|0.32\|12.32\|12.57\|12.29\|104188;2026-09-02\|12.13\|-1.86\|12.28\|12.29\|12.09\|87278;2026-09-03\|12.07\|-0.49\|12.13\|12.18\|12.03\|62234;2026-09-04\|12.05\|-0.17\|12.13\|12.23\|12.03\|76028;2026-09-07\|11.90\|-1.24\|12.08\|12.12\|11.87\|103880;2026-09-08\|11.93\|0.25\|11.91\|11.99\|11.88\|60362;2026-09-09\|11.99\|0.50\|11.92\|12.04\|11.84\|65698;2026-09-10\|12.16\|1.42\|11.93\|12.22\|11.91\|91489;2026-09-11\|12.07\|-0.74\|12.10\|12.15\|11.87\|91468;2026-09-14\|11.93\|-1.16\|12.00\|12.19\|11.89\|90717;2026-09-15\|11.83\|-0.84\|11.90\|12.00\|11.80\|70405
114316	其它归类	基建+QC成果获奖+一带一路 1、据2026年6月10日交建股份官微，公司在安徽省暨合肥市2026年度市政工程建设优秀QC小组活动成果评选中荣获五项一类成果，并获“优秀企业”称号，成果涵盖施工工艺优化等领域。 2、据2026年6月9日公告，公司披露了子公司为下属公司担保的进展公告；据2026年5月19日公告，公司披露了参与投资基金的进展公告。 3、据2025年年度报告，公司以公路、市政基础设施施工业务为核心，打造“投资、设计、施工、养护”一体化产业格局。据2025年1月8日公告，公司响应“一带一路”号召，与合资方共同出资设立合资公司，聚焦埃塞俄比亚的咖啡豆进口销售及深加工业务。	安徽省资质齐全、资质等级较高的公路、市政基础设施施工企业之一	2026-05-12\|7.43\|1.78\|7.30\|7.60\|7.16\|242374;2026-05-13\|7.21\|-2.96\|7.21\|7.34\|7.01\|301153;2026-05-14\|7.02\|-2.64\|7.21\|7.36\|7.02\|169200;2026-05-15\|7.04\|0.28\|6.99\|7.05\|6.86\|158090;2026-05-18\|6.92\|-1.70\|7.05\|7.11\|6.80\|164576;2026-05-19\|6.92\|0.00\|6.92\|7.15\|6.82\|149043;2026-05-20\|6.99\|1.01\|6.93\|7.02\|6.76\|129524;2026-05-21\|6.67\|-4.58\|7.00\|7.00\|6.65\|198634;2026-05-22\|6.95\|4.20\|6.65\|7.02\|6.64\|187894;2026-05-25\|7.03\|1.15\|6.91\|7.18\|6.91\|188629;2026-05-26\|6.86\|-2.42\|7.00\|7.00\|6.73\|155103;2026-05-27\|6.88\|0.29\|6.84\|6.92\|6.78\|111071;2026-05-28\|6.88\|0.00\|6.80\|6.98\|6.80\|146894;2026-05-29\|7.13\|3.63\|6.95\|7.24\|6.80\|286331;2026-06-01\|7.11\|-0.28\|7.10\|7.30\|7.02\|185938;2026-06-02\|6.40\|-9.99\|7.13\|7.13\|6.40\|259626;2026-06-03\|6.24\|-2.50\|6.18\|6.38\|6.14\|249637;2026-06-04\|6.01\|-3.69\|6.19\|6.24\|5.88\|173544;2026-06-05\|5.92\|-1.50\|5.98\|6.09\|5.88\|104024;2026-06-08\|5.84\|-1.35\|5.69\|6.04\|5.69\|109723;2026-06-09\|5.75\|-1.54\|5.90\|5.93\|5.67\|101264;2026-06-10\|5.58\|-2.96\|5.70\|5.78\|5.47\|137302;2026-06-11\|5.52\|-1.08\|5.49\|5.59\|5.42\|87754;2026-06-12\|6.07\|9.96\|5.59\|6.07\|5.48\|202268;2026-06-15\|6.23\|2.64\|6.18\|6.42\|6.04\|226823;2026-06-16\|5.80\|-6.90\|6.20\|6.20\|5.77\|219319;2026-06-17\|5.93\|2.24\|5.86\|6.19\|5.77\|250840;2026-06-18\|5.94\|0.17\|6.01\|6.03\|5.80\|145586;2026-06-22\|5.56\|-6.40\|5.95\|5.95\|5.40\|187881;2026-06-23\|5.56\|0.00\|5.47\|5.74\|5.44\|114609;2026-06-24\|5.25\|-5.58\|5.55\|5.58\|5.19\|137309;2026-06-25\|5.14\|-2.10\|5.25\|5.33\|5.12\|94861;2026-06-26\|5.04\|-1.95\|5.14\|5.18\|5.01\|83836;2026-06-29\|5.29\|4.96\|4.99\|5.37\|4.92\|176473;2026-06-30\|5.20\|-1.70\|5.32\|5.46\|5.15\|105668;2026-07-01\|5.34\|2.69\|5.29\|5.40\|5.16\|92466;2026-07-02\|5.47\|2.43\|5.28\|5.69\|5.28\|149597;2026-07-03\|5.55\|1.46\|5.45\|5.62\|5.40\|104433;2026-07-06\|6.11\|10.09\|5.55\|6.11\|5.40\|188399;2026-07-07\|6.42\|5.07\|6.22\|6.53\|6.02\|436663;2026-07-08\|6.64\|3.43\|6.39\|6.87\|6.30\|311516;2026-07-09\|6.75\|1.66\|6.60\|6.78\|6.38\|242742;2026-07-10\|6.79\|0.59\|6.75\|6.89\|6.60\|180864;2026-07-13\|6.99\|2.95\|6.65\|7.05\|6.53\|258607;2026-07-14\|6.92\|-1.00\|6.94\|6.94\|6.56\|208822;2026-07-15\|6.57\|-5.06\|6.89\|6.89\|6.25\|191373;2026-07-16\|6.14\|-6.54\|6.50\|6.76\|6.01\|261697;2026-07-17\|5.61\|-8.63\|6.05\|6.26\|5.53\|261776;2026-07-20\|5.34\|-4.81\|5.70\|5.80\|5.27\|187246;2026-07-21\|5.22\|-2.25\|5.37\|5.37\|5.03\|175849;2026-07-22\|4.96\|-4.98\|5.15\|5.24\|4.91\|220296;2026-07-23\|5.01\|1.01\|4.92\|5.03\|4.88\|159266;2026-07-24\|4.93\|-1.60\|4.96\|5.03\|4.88\|158302;2026-07-27\|5.03\|2.03\|4.94\|5.03\|4.88\|115571;2026-07-28\|5.12\|1.79\|4.98\|5.24\|4.96\|142851;2026-07-29\|5.19\|1.37\|5.13\|5.22\|5.08\|119144;2026-07-30\|5.24\|0.96\|5.19\|5.30\|5.16\|130928;2026-07-31\|5.42\|3.44\|5.19\|5.46\|5.17\|145017;2026-08-03\|5.46\|0.74\|5.39\|5.50\|5.36\|90015;2026-08-04\|5.51\|0.92\|5.46\|5.55\|5.45\|80809;2026-08-05\|5.57\|1.09\|5.51\|5.64\|5.47\|112670;2026-08-06\|5.46\|-1.97\|5.56\|5.62\|5.36\|139698;2026-08-07\|5.35\|-2.01\|5.47\|5.47\|5.26\|92499;2026-08-10\|5.49\|2.62\|5.35\|5.51\|5.32\|107844;2026-08-11\|5.58\|1.64\|5.58\|5.60\|5.34\|115220;2026-08-12\|5.59\|0.18\|5.56\|5.65\|5.52\|78639;2026-08-13\|5.42\|-3.04\|5.57\|5.61\|5.42\|86532;2026-08-14\|5.36\|-1.11\|5.40\|5.46\|5.31\|69344;2026-08-17\|5.37\|0.19\|5.43\|5.43\|5.28\|66278;2026-08-18\|5.30\|-1.30\|5.37\|5.38\|5.23\|71517;2026-08-19\|5.13\|-3.21\|5.27\|5.27\|5.10\|69789;2026-08-20\|5.21\|1.56\|5.13\|5.25\|5.13\|52945;2026-08-21\|5.20\|-0.19\|5.17\|5.23\|5.09\|51265;2026-08-24\|5.43\|4.42\|5.22\|5.44\|5.17\|142051;2026-08-25\|5.43\|0.00\|5.42\|5.47\|5.34\|95172;2026-08-26\|5.50\|1.29\|5.42\|5.52\|5.40\|85526;2026-08-27\|5.47\|-0.55\|5.50\|5.58\|5.41\|60491;2026-08-28\|5.52\|0.91\|5.49\|5.55\|5.43\|61713;2026-08-31\|5.45\|-1.27\|5.48\|5.51\|5.39\|67750;2026-09-01\|5.52\|1.28\|5.49\|5.54\|5.43\|63920;2026-09-02\|5.49\|-0.54\|5.51\|5.53\|5.40\|61107;2026-09-03\|5.42\|-1.27\|5.53\|5.60\|5.41\|61788;2026-09-04\|5.42\|0.00\|5.43\|5.52\|5.40\|79520;2026-09-07\|5.42\|0.00\|5.41\|5.47\|5.40\|43688;2026-09-08\|5.53\|2.03\|5.43\|5.54\|5.41\|76371;2026-09-09\|5.54\|0.18\|5.52\|5.57\|5.43\|69659;2026-09-10\|5.46\|-1.44\|5.50\|5.56\|5.42\|52130;2026-09-11\|5.31\|-2.75\|5.43\|5.43\|5.24\|71990;2026-09-14\|5.31\|0.00\|5.28\|5.37\|5.27\|53378;2026-09-15\|5.18\|-2.45\|5.31\|5.33\|5.17\|67044

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