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
121047	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：MOSFET全球领先厂商，长鑫存储扩产带动功率器件需求提升；涨停缘由：公司为全球前五MOSFET厂商，产品广泛用于电源管理、服务器供电等场景；长鑫存储新建产线需大量电源模块及驱动芯片，公司车规级及工业级MOSFET已通过验证并小批量供货；资金逻辑：6月9日主力资金净流入2.1亿元，位列科创板单日净流入前三，融资余额单周增长18%，机构调研频次较上月提升3倍；风险提示：公司2025年毛利率同比下降5.2个百分点，面临国际大厂价格战压力；脑机接口业务尚处早期，未形成收入贡献	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|128130;2026-07-13\|92.25\|4.82\|87.97\|101.37\|87.57\|148810;2026-07-14\|90.79\|-1.58\|91.00\|94.50\|84.68\|111382;2026-07-15\|80.48\|-11.36\|90.00\|91.38\|79.00\|107055;2026-07-16\|74.01\|-8.04\|78.17\|81.50\|73.37\|73638;2026-07-17\|62.99\|-14.89\|73.96\|74.19\|62.89\|84698;2026-07-20\|59.84\|-5.00\|66.00\|67.09\|58.00\|78655;2026-07-21\|71.81\|20.00\|62.45\|71.81\|55.14\|121498;2026-07-22\|73.81\|2.79\|71.80\|77.29\|71.10\|123099;2026-07-23\|73.45\|-0.49\|74.18\|75.75\|72.60\|61928;2026-07-24\|70.20\|-4.42\|70.84\|73.99\|70.20\|56553;2026-07-27\|71.46\|1.79\|69.80\|71.70\|67.08\|46272;2026-07-28\|66.83\|-6.48\|69.60\|71.85\|66.18\|47810;2026-07-29\|68.35\|2.27\|66.81\|69.00\|62.00\|65191;2026-07-30\|62.60\|-8.41\|66.35\|68.25\|61.00\|59177;2026-07-31\|64.92\|3.71\|69.05\|69.49\|64.50\|65096;2026-08-03\|64.28\|-0.99\|64.00\|66.20\|63.80\|38144;2026-08-04\|67.81\|5.49\|65.00\|68.74\|64.68\|49679;2026-08-05\|70.98\|4.67\|68.99\|72.71\|67.83\|66497;2026-08-06\|71.40\|0.59\|69.50\|72.97\|69.16\|58816;2026-08-07\|73.40\|2.80\|70.56\|73.80\|69.95\|68351;2026-08-10\|71.26\|-2.92\|73.98\|74.38\|70.96\|55982;2026-08-11\|72.22\|1.35\|70.00\|74.18\|69.90\|62431;2026-08-12\|72.25\|0.04\|72.00\|74.16\|71.76\|44245;2026-08-13\|72.27\|0.03\|73.00\|75.14\|72.02\|61074;2026-08-14\|71.35\|-1.27\|72.98\|73.72\|69.51\|63439;2026-08-17\|75.19\|5.38\|71.26\|75.66\|70.50\|73476;2026-08-18\|76.10\|1.21\|75.29\|78.67\|74.21\|80572;2026-08-19\|69.90\|-8.15\|73.48\|77.53\|69.00\|82383;2026-08-20\|73.68\|5.41\|72.00\|76.62\|71.21\|90823;2026-08-21\|74.81\|1.53\|72.66\|77.21\|72.66\|75468;2026-08-24\|71.64\|-4.24\|74.05\|76.55\|69.23\|73023;2026-08-25\|69.73\|-2.67\|68.50\|70.65\|67.01\|52493;2026-08-26\|68.95\|-1.12\|69.79\|70.35\|67.92\|36600;2026-08-27\|74.41\|7.92\|69.50\|74.55\|68.58\|63445;2026-08-28\|72.38\|-2.73\|74.36\|74.97\|72.28\|42597;2026-08-31\|73.02\|0.88\|69.38\|73.02\|69.12\|35096;2026-09-01\|70.05\|-4.07\|72.88\|73.21\|69.89\|37947;2026-09-02\|68.76\|-1.84\|69.00\|69.47\|68.20\|25571;2026-09-03\|68.87\|0.16\|69.49\|70.36\|68.50\|28283;2026-09-04\|66.47\|-3.48\|69.84\|70.48\|66.00\|35167;2026-09-07\|67.93\|2.20\|67.57\|68.46\|66.68\|32140;2026-09-08\|66.91\|-1.50\|67.56\|68.15\|66.30\|27279;2026-09-09\|66.06\|-1.27\|67.00\|68.30\|66.06\|21548;2026-09-10\|65.42\|-0.97\|65.40\|66.15\|64.89\|18031;2026-09-11\|65.09\|-0.50\|64.01\|65.40\|62.03\|30524;2026-09-14\|64.96\|-0.20\|64.50\|65.65\|63.05\|18027;2026-09-15\|64.90\|-0.09\|64.90\|66.48\|64.51\|20025;2026-09-16\|68.32\|5.27\|64.66\|68.57\|64.66\|37234;2026-09-17\|70.66\|3.43\|68.30\|72.62\|67.41\|51006;2026-09-18\|81.37\|15.16\|74.16\|84.79\|73.49\|161920;2026-09-21\|79.32\|-2.52\|81.37\|81.60\|78.09\|118379;2026-09-22\|78.74\|-0.73\|80.64\|80.79\|78.27\|70521;2026-09-23\|79.82\|1.37\|78.73\|80.88\|77.77\|61546;2026-09-24\|77.30\|-3.16\|78.07\|79.66\|77.20\|43110;2026-09-28\|74.00\|-4.27\|76.99\|77.00\|72.33\|45598;2026-09-29\|74.95\|1.28\|73.11\|75.80\|73.08\|32539;2026-09-30\|72.72\|-2.98\|76.00\|76.50\|72.51\|31603;2026-10-08\|68.38\|-5.97\|72.55\|73.06\|67.95\|32482;2026-10-09\|67.06\|-1.93\|67.91\|68.77\|63.80\|40548;2026-10-12\|65.35\|-2.55\|66.99\|67.51\|64.61\|29002;2026-10-13\|64.59\|-1.16\|63.70\|65.65\|61.69\|37552;2026-10-14\|63.80\|-1.22\|64.33\|65.36\|63.51\|29021;2026-10-15\|60.05\|-5.88\|60.86\|62.30\|59.91\|34732;2026-10-16\|58.97\|-1.80\|62.50\|62.70\|58.15\|30074;2026-10-19\|58.72\|-0.42\|58.95\|59.37\|56.18\|25591;2026-10-20\|61.96\|5.52\|58.72\|63.40\|58.20\|36042;2026-10-21\|61.78\|-0.29\|62.10\|63.05\|61.22\|25250;2026-10-22\|59.82\|-3.17\|62.01\|62.55\|59.60\|25132;2026-10-23\|61.98\|3.61\|58.77\|62.00\|55.34\|41579;2026-10-26\|57.67\|-6.95\|60.95\|61.01\|57.50\|30118;2026-10-27\|54.20\|-6.02\|58.80\|59.71\|54.20\|24250;2026-10-28\|57.45\|6.00\|55.28\|58.24\|55.18\|30951;2026-10-29\|54.68\|-4.82\|57.37\|58.57\|54.60\|26629;2026-10-30\|51.51\|-5.80\|53.00\|55.51\|51.51\|29184;2026-11-02\|52.19\|1.32\|51.51\|53.49\|49.80\|32877;2026-11-03\|49.20\|-5.73\|51.51\|51.98\|48.91\|32041;2026-11-04\|55.10\|11.99\|50.20\|55.47\|49.43\|47799;2026-11-05\|56.15\|1.91\|54.01\|57.78\|53.80\|43569;2026-11-06\|53.97\|-3.88\|52.85\|55.14\|52.20\|29052;2026-11-09\|53.67\|-0.56\|55.58\|55.74\|53.31\|22324;2026-11-10\|55.33\|3.09\|55.68\|56.05\|54.72\|23415;2026-11-11\|56.92\|2.87\|54.90\|57.18\|54.81\|27689;2026-11-12\|56.00\|-1.62\|56.88\|59.25\|55.87\|38253
121046	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	TSV先进封装+分拆上市+车规CIS 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.18\|-6.35\|43.00\|44.88\|41.00\|639893;2026-07-14\|40.36\|-1.99\|41.63\|42.15\|38.17\|669184;2026-07-15\|37.00\|-8.33\|41.16\|41.50\|36.68\|614610;2026-07-16\|34.50\|-6.76\|36.00\|37.24\|34.10\|572585;2026-07-17\|31.05\|-10.00\|34.40\|34.49\|31.05\|608960;2026-07-20\|28.23\|-9.08\|31.81\|32.00\|27.95\|669788;2026-07-21\|31.05\|9.99\|28.70\|31.05\|26.37\|681940;2026-07-22\|31.71\|2.13\|31.10\|33.18\|31.10\|818071;2026-07-23\|30.84\|-2.74\|31.98\|32.10\|30.37\|446508;2026-07-24\|30.76\|-0.26\|30.42\|31.58\|30.01\|449499;2026-07-27\|31.22\|1.50\|30.57\|31.30\|29.31\|460493;2026-07-28\|29.94\|-4.10\|30.50\|32.23\|29.60\|454352;2026-07-29\|29.63\|-1.04\|29.64\|29.96\|27.92\|493954;2026-07-30\|27.81\|-6.14\|28.99\|29.56\|27.55\|448634;2026-07-31\|29.04\|4.42\|29.50\|29.98\|28.74\|560769;2026-08-03\|28.24\|-2.75\|28.53\|29.11\|28.08\|358671;2026-08-04\|30.46\|7.86\|28.55\|30.80\|28.19\|504707;2026-08-05\|31.50\|3.41\|30.00\|31.88\|29.99\|542452;2026-08-06\|32.30\|2.54\|30.90\|33.06\|30.76\|641982;2026-08-07\|33.79\|4.61\|32.00\|34.63\|31.50\|673719;2026-08-10\|33.02\|-2.28\|33.95\|33.95\|32.36\|396069;2026-08-11\|32.77\|-0.76\|32.60\|33.39\|32.51\|286236;2026-08-12\|33.35\|1.77\|32.81\|33.69\|32.73\|291978;2026-08-13\|33.10\|-0.75\|33.95\|34.50\|33.09\|389355;2026-08-14\|33.51\|1.24\|33.50\|33.74\|32.88\|274424;2026-08-17\|35.15\|4.89\|33.53\|35.16\|33.46\|409255;2026-08-18\|34.73\|-1.19\|35.12\|35.64\|34.14\|392781;2026-08-19\|31.96\|-7.98\|33.57\|34.20\|31.77\|486592;2026-08-20\|32.90\|2.94\|32.35\|33.69\|31.70\|386304;2026-08-21\|32.75\|-0.46\|32.85\|33.36\|32.18\|237241;2026-08-24\|31.65\|-3.36\|32.71\|32.81\|30.76\|315100;2026-08-25\|30.33\|-4.17\|30.00\|30.87\|28.98\|477088;2026-08-26\|29.98\|-1.15\|30.25\|30.56\|29.41\|324396;2026-08-27\|30.83\|2.84\|30.23\|31.24\|30.00\|311243;2026-08-28\|30.20\|-2.04\|30.75\|31.36\|30.12\|270558;2026-08-31\|30.92\|2.38\|29.69\|31.05\|29.60\|227765;2026-09-01\|30.06\|-2.78\|30.96\|30.96\|29.93\|217470;2026-09-02\|29.47\|-1.96\|29.71\|29.80\|29.16\|197166;2026-09-03\|29.45\|-0.07\|29.78\|29.89\|28.96\|237433;2026-09-04\|28.90\|-1.87\|29.70\|30.06\|28.70\|264019;2026-09-07\|29.15\|0.87\|29.26\|29.45\|28.60\|237933;2026-09-08\|28.97\|-0.62\|29.29\|29.76\|28.72\|237359;2026-09-09\|30.25\|4.42\|29.31\|30.98\|29.31\|570395;2026-09-10\|29.40\|-2.81\|29.88\|30.19\|29.35\|319461;2026-09-11\|28.75\|-2.21\|28.73\|29.00\|27.88\|300394;2026-09-14\|28.79\|0.14\|28.28\|29.06\|28.05\|178843;2026-09-15\|29.03\|0.83\|28.53\|29.55\|28.47\|209863;2026-09-16\|30.15\|3.86\|29.10\|30.22\|28.83\|285552;2026-09-17\|29.77\|-1.26\|29.90\|30.48\|29.67\|233512;2026-09-18\|30.63\|2.89\|30.26\|31.20\|29.77\|455758;2026-09-21\|30.44\|-0.62\|30.80\|30.90\|30.16\|305937;2026-09-22\|30.32\|-0.39\|30.96\|31.18\|30.14\|334398;2026-09-23\|30.25\|-0.23\|30.33\|30.65\|29.90\|219649;2026-09-24\|29.51\|-2.45\|29.98\|30.25\|29.50\|185752;2026-09-28\|27.90\|-5.46\|29.44\|29.47\|27.78\|269237;2026-09-29\|27.86\|-0.14\|27.80\|28.51\|27.61\|213770;2026-09-30\|26.99\|-3.12\|28.10\|28.13\|26.94\|236123;2026-10-08\|25.82\|-4.33\|27.01\|27.36\|25.56\|254933;2026-10-09\|25.10\|-2.79\|25.61\|25.68\|24.04\|361855;2026-10-12\|24.27\|-3.31\|24.90\|24.97\|24.17\|214383;2026-10-13\|24.31\|0.16\|23.94\|24.56\|23.27\|242577;2026-10-14\|23.57\|-3.04\|24.10\|24.34\|23.53\|158742;2026-10-15\|22.71\|-3.65\|22.87\|23.14\|22.57\|241024;2026-10-16\|22.47\|-1.06\|23.19\|23.27\|22.28\|211297;2026-10-19\|22.45\|-0.09\|22.20\|22.68\|21.83\|192171;2026-10-20\|23.02\|2.54\|22.34\|23.30\|22.24\|227844;2026-10-21\|22.86\|-0.69\|23.20\|23.28\|22.79\|147203;2026-10-22\|22.55\|-1.36\|22.95\|23.24\|22.34\|254743;2026-10-23\|23.35\|3.55\|21.91\|23.55\|21.35\|357363;2026-10-26\|22.37\|-4.20\|23.05\|23.19\|22.36\|215929;2026-10-27\|21.62\|-3.35\|22.67\|22.80\|21.51\|221682;2026-10-28\|22.47\|3.93\|22.01\|22.66\|21.85\|257480;2026-10-29\|21.31\|-5.16\|22.24\|22.38\|21.30\|220447;2026-10-30\|20.22\|-5.12\|20.68\|21.59\|20.22\|259040;2026-11-02\|20.94\|3.56\|20.48\|21.14\|20.27\|283444;2026-11-03\|20.40\|-2.58\|20.87\|21.12\|20.25\|231143;2026-11-04\|21.82\|6.96\|20.53\|21.95\|20.33\|362673;2026-11-05\|22.25\|1.97\|21.50\|22.66\|21.41\|348227;2026-11-06\|21.50\|-3.37\|21.15\|21.96\|21.08\|206341;2026-11-09\|21.47\|-0.14\|21.73\|21.85\|21.43\|152501;2026-11-10\|21.84\|1.72\|21.90\|22.08\|21.73\|178242;2026-11-11\|22.31\|2.15\|21.72\|22.42\|21.68\|205325;2026-11-12\|22.07\|-1.08\|22.33\|23.01\|22.04\|276065
121045	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	锆材+氧氯化锆涨价+存储芯片材料 1、据2026年7月7日投资者关系活动记录表，今年氧氯化锆市场整体景气度较高，叠加上游锆英砂原材料市场价格有所上涨，包括公司在内的主要生产商已数次公开上调价格，预计今年后续氧氯化锆价格将保持稳中有升的态势。 2、据2026年5月22日互动易，高纯氧化锆制品具有高绝缘性、高强度及导热特性，可用于HBM、SSD等存储芯片封装的陶瓷载板、散热底座等部件。 3、据2026年5月6日招股说明书，公司系行业知名的锆类产品供应商，氧氯化锆产能规模全球最大。	公司高纯氧化锆制品具有高绝缘性、高强度及导热特性，可用于HBM、SSD等存储芯片封装的陶瓷载板、散热底座等部件	2026-07-03\|97.81\|-2.88\|97.70\|102.10\|95.45\|49447;2026-07-06\|88.03\|-10.00\|99.88\|104.52\|88.03\|44398;2026-07-07\|79.32\|-9.89\|82.01\|85.84\|79.23\|78585;2026-07-08\|72.98\|-7.99\|85.00\|85.67\|72.50\|66346;2026-07-09\|72.53\|-0.62\|73.38\|74.47\|67.90\|53242;2026-07-10\|68.44\|-5.64\|72.64\|75.97\|68.40\|53163;2026-07-13\|63.80\|-6.78\|67.76\|71.00\|62.07\|39054;2026-07-14\|64.47\|1.05\|63.80\|65.23\|61.52\|31029;2026-07-15\|59.67\|-7.45\|64.99\|65.00\|59.15\|32827;2026-07-16\|65.64\|10.01\|60.41\|65.64\|59.20\|28623;2026-07-17\|59.08\|-9.99\|66.11\|67.16\|59.08\|59558;2026-07-20\|53.17\|-10.00\|57.63\|58.18\|53.17\|50308;2026-07-21\|58.49\|10.01\|56.15\|58.49\|54.68\|54753;2026-07-22\|64.34\|10.00\|64.34\|64.34\|64.34\|18894;2026-07-23\|64.01\|-0.51\|66.00\|69.97\|62.03\|117244;2026-07-24\|59.18\|-7.55\|59.62\|63.18\|57.61\|82549;2026-07-27\|60.82\|2.77\|57.78\|61.35\|57.21\|71765;2026-07-28\|57.10\|-6.12\|58.50\|61.20\|56.30\|51377;2026-07-29\|62.81\|10.00\|57.45\|62.81\|56.48\|58202;2026-07-30\|58.17\|-7.39\|63.20\|64.67\|56.89\|99704;2026-07-31\|58.58\|0.70\|60.82\|63.80\|58.16\|108330;2026-08-03\|55.17\|-5.82\|58.08\|58.08\|55.00\|76282;2026-08-04\|58.19\|5.47\|55.30\|58.62\|53.70\|78503;2026-08-05\|62.63\|7.63\|58.49\|63.33\|58.17\|91041;2026-08-06\|63.51\|1.41\|61.73\|64.87\|61.60\|85806;2026-08-07\|64.25\|1.17\|63.49\|64.89\|61.54\|77650;2026-08-10\|66.33\|3.24\|66.31\|68.12\|63.10\|114668;2026-08-11\|64.67\|-2.50\|64.99\|71.25\|64.52\|120818;2026-08-12\|64.06\|-0.94\|62.50\|65.15\|62.50\|76730;2026-08-13\|62.49\|-2.45\|64.46\|64.68\|62.49\|64420;2026-08-14\|62.62\|0.21\|62.55\|64.99\|61.88\|57366;2026-08-17\|65.65\|4.84\|62.60\|65.85\|61.32\|80759;2026-08-18\|67.90\|3.43\|65.00\|70.00\|64.00\|144963;2026-08-19\|66.96\|-1.38\|66.00\|71.46\|65.96\|130971;2026-08-20\|60.28\|-9.98\|66.30\|66.30\|60.27\|101523;2026-08-21\|59.61\|-1.11\|58.69\|60.20\|57.33\|55488;2026-08-24\|57.09\|-4.23\|60.02\|60.77\|55.71\|57414;2026-08-25\|55.79\|-2.28\|55.90\|56.40\|53.70\|50752;2026-08-26\|55.99\|0.36\|55.80\|56.90\|54.70\|41339;2026-08-27\|58.41\|4.32\|55.79\|58.75\|55.01\|58383;2026-08-28\|57.80\|-1.04\|58.00\|59.30\|57.41\|44693;2026-08-31\|57.39\|-0.71\|56.50\|57.59\|56.11\|32793;2026-09-01\|55.27\|-3.69\|57.38\|57.39\|55.06\|38981;2026-09-02\|54.78\|-0.89\|54.30\|55.12\|53.87\|26715;2026-09-03\|54.09\|-1.26\|55.21\|55.38\|53.81\|25881;2026-09-04\|52.31\|-3.29\|54.84\|54.99\|51.70\|44133;2026-09-07\|53.39\|2.06\|52.37\|53.50\|52.00\|29313;2026-09-08\|53.35\|-0.07\|53.39\|54.35\|52.90\|26840;2026-09-09\|53.81\|0.86\|53.69\|54.86\|53.36\|37229;2026-09-10\|52.26\|-2.88\|53.28\|53.28\|52.08\|28270;2026-09-11\|51.63\|-1.21\|52.01\|52.01\|50.39\|28599;2026-09-14\|52.42\|1.53\|51.00\|52.57\|50.20\|22673;2026-09-15\|54.29\|3.57\|52.92\|56.68\|52.92\|40093;2026-09-16\|57.88\|6.61\|54.01\|59.28\|53.88\|87208;2026-09-17\|56.19\|-2.92\|57.40\|58.00\|55.49\|55658;2026-09-18\|58.58\|4.25\|57.00\|60.20\|56.27\|62289;2026-09-21\|61.54\|5.05\|58.58\|62.29\|58.58\|79633;2026-09-22\|60.76\|-1.27\|61.56\|62.00\|59.82\|61280;2026-09-23\|62.73\|3.24\|60.76\|63.00\|60.09\|62777;2026-09-24\|61.50\|-1.96\|63.39\|63.66\|60.84\|39212;2026-09-28\|59.86\|-2.67\|61.20\|61.20\|58.78\|45696;2026-09-29\|57.89\|-3.29\|60.18\|60.54\|56.83\|31568;2026-09-30\|57.46\|-0.74\|58.00\|59.58\|56.50\|26447;2026-10-08\|56.45\|-1.76\|57.00\|58.13\|56.10\|21992;2026-10-09\|53.22\|-5.72\|56.35\|56.35\|52.41\|38873;2026-10-12\|50.70\|-4.74\|53.99\|53.99\|50.57\|24941;2026-10-13\|50.96\|0.51\|49.99\|51.69\|47.50\|34961;2026-10-14\|48.80\|-4.24\|50.00\|51.20\|48.75\|20243;2026-10-15\|46.23\|-5.27\|47.33\|48.04\|46.10\|28698;2026-10-16\|45.68\|-1.19\|47.00\|47.50\|45.24\|17701;2026-10-19\|43.90\|-3.90\|45.06\|45.44\|43.20\|36943;2026-10-20\|48.29\|10.00\|44.30\|48.29\|44.05\|38656;2026-10-21\|49.17\|1.82\|50.04\|50.26\|47.43\|64626;2026-10-22\|48.53\|-1.30\|49.29\|52.13\|48.34\|59780;2026-10-23\|49.50\|2.00\|48.00\|49.93\|46.01\|61096;2026-10-26\|47.61\|-3.82\|48.74\|49.11\|47.56\|32177;2026-10-27\|45.75\|-3.91\|47.79\|48.50\|45.75\|25483;2026-10-28\|46.61\|1.88\|46.60\|47.37\|45.17\|31840;2026-10-29\|43.92\|-5.77\|46.10\|46.52\|43.70\|32160;2026-10-30\|41.38\|-5.78\|42.99\|44.10\|41.30\|29896;2026-11-02\|42.33\|2.30\|41.96\|42.70\|40.60\|28733;2026-11-03\|40.11\|-5.24\|41.60\|42.44\|39.71\|29969;2026-11-04\|42.93\|7.03\|40.36\|43.19\|39.62\|41933;2026-11-05\|44.44\|3.52\|43.84\|45.15\|42.93\|39094;2026-11-06\|42.35\|-4.70\|40.00\|43.20\|40.00\|23556;2026-11-09\|42.57\|0.52\|42.52\|43.34\|42.36\|15852;2026-11-10\|42.58\|0.02\|43.65\|43.70\|42.38\|18568;2026-11-11\|43.82\|2.91\|42.38\|43.95\|41.60\|30002;2026-11-12\|43.34\|-1.10\|43.50\|44.68\|43.30\|25554
121044	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|146815;2026-09-09\|61.88\|-2.55\|64.01\|65.84\|61.10\|118424;2026-09-10\|61.50\|-0.61\|61.54\|63.50\|60.39\|112648;2026-09-11\|58.05\|-5.61\|60.80\|60.80\|55.62\|180506;2026-09-14\|59.48\|2.46\|57.10\|59.80\|55.20\|152513;2026-09-15\|62.12\|4.44\|59.00\|64.84\|58.57\|192262;2026-09-16\|64.84\|4.38\|62.13\|65.99\|61.19\|199865;2026-09-17\|65.36\|0.80\|64.58\|65.90\|63.01\|147441;2026-09-18\|68.00\|4.04\|66.11\|70.34\|64.31\|265374;2026-09-21\|65.94\|-3.03\|68.00\|68.44\|65.10\|171514;2026-09-22\|65.18\|-1.15\|67.66\|68.20\|64.62\|125660;2026-09-23\|66.80\|2.49\|65.13\|67.72\|65.00\|105515;2026-09-24\|64.69\|-3.16\|66.82\|69.38\|64.51\|124780;2026-09-28\|60.43\|-6.59\|63.83\|65.09\|60.11\|137868;2026-09-29\|59.94\|-0.81\|60.28\|61.30\|58.77\|100457;2026-09-30\|57.93\|-3.35\|60.59\|61.50\|57.80\|94254;2026-10-08\|54.45\|-6.01\|57.39\|58.00\|53.88\|109359;2026-10-09\|53.76\|-1.27\|54.56\|54.59\|49.88\|179653;2026-10-12\|54.40\|1.19\|53.08\|56.47\|52.45\|161082;2026-10-13\|53.38\|-1.88\|53.12\|55.43\|50.27\|148946;2026-10-14\|51.01\|-4.44\|52.82\|53.46\|50.22\|140968;2026-10-15\|50.65\|-0.71\|48.90\|51.90\|47.66\|184269;2026-10-16\|50.07\|-1.15\|52.99\|52.99\|49.66\|129017;2026-10-19\|47.27\|-5.59\|50.00\|50.80\|46.04\|125949;2026-10-20\|47.88\|1.29\|46.66\|49.66\|46.50\|106844;2026-10-21\|47.60\|-0.58\|48.84\|49.60\|47.33\|93465;2026-10-22\|45.45\|-4.52\|47.88\|48.26\|45.00\|122887;2026-10-23\|45.34\|-0.24\|44.32\|46.17\|40.85\|171020;2026-10-26\|42.69\|-5.84\|44.98\|45.23\|42.39\|118016;2026-10-27\|40.44\|-5.27\|43.40\|44.54\|40.27\|132828;2026-10-28\|41.80\|3.36\|41.24\|42.60\|40.16\|129010;2026-10-29\|39.21\|-6.20\|41.55\|42.19\|39.00\|159913;2026-10-30\|35.52\|-9.41\|37.99\|38.59\|35.28\|181597;2026-11-02\|42.62\|19.99\|38.96\|42.62\|37.99\|315723;2026-11-03\|42.20\|-0.99\|42.62\|43.53\|39.90\|333922;2026-11-04\|50.64\|20.00\|42.80\|50.64\|42.09\|404904;2026-11-05\|53.50\|5.65\|49.13\|58.21\|49.13\|421068;2026-11-06\|50.87\|-4.92\|50.87\|53.15\|49.26\|349023;2026-11-09\|52.15\|2.52\|51.52\|53.11\|48.71\|309412;2026-11-10\|54.77\|5.02\|53.90\|57.00\|53.05\|309641;2026-11-11\|56.28\|2.76\|53.99\|56.45\|53.88\|210021;2026-11-12\|54.83\|-2.58\|55.55\|59.59\|54.56\|275334
121043	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片测试+半导体设备+国产替代+业绩大增行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月25日公告，公司2026年一季度营收13.78亿元，同比增长69.09%，归母净利润3.53亿元，同比增长217.60%，主因销售需求持续增长。 2、据2026年3月10日募集说明书，CP12-Memory探针台用于存储芯片测试，国产化率低、市场空间大，目前处于样机测试阶段，公司继续推进其研发及产业化。 3、据2025年度报告，公司测试机、分选机核心指标国内领先，已获长电科技、华天科技、通富微电等龙头封测厂批量使用，实现部分进口替代。	公司半导体测试设备龙头，存储测试机放量	2026-07-03\|302.71\|0.41\|300.00\|313.21\|286.00\|342750;2026-07-06\|304.00\|0.43\|307.46\|313.50\|289.99\|262994;2026-07-07\|304.33\|0.11\|298.00\|311.88\|295.66\|202767;2026-07-08\|317.22\|4.24\|305.02\|332.18\|287.59\|311328;2026-07-09\|374.00\|17.90\|325.00\|375.18\|310.49\|397850;2026-07-10\|352.31\|-5.80\|379.60\|395.00\|349.18\|387162;2026-07-13\|325.24\|-7.68\|352.13\|358.88\|320.15\|351625;2026-07-14\|335.62\|3.19\|332.00\|341.50\|312.01\|336845;2026-07-15\|304.44\|-9.29\|344.00\|344.02\|303.00\|343575;2026-07-16\|293.13\|-3.71\|303.05\|309.97\|288.00\|254962;2026-07-17\|278.76\|-4.90\|291.89\|297.00\|273.57\|330970;2026-07-20\|265.00\|-4.94\|288.99\|296.66\|253.01\|362408;2026-07-21\|318.00\|20.00\|275.00\|318.00\|259.00\|414817;2026-07-22\|309.05\|-2.81\|313.47\|329.78\|308.00\|375620;2026-07-23\|291.24\|-5.76\|309.28\|313.00\|286.00\|286686;2026-07-24\|303.50\|4.21\|285.42\|310.28\|282.39\|292968;2026-07-27\|304.70\|0.40\|301.88\|312.14\|284.01\|280362;2026-07-28\|276.40\|-9.29\|294.00\|302.29\|274.00\|272718;2026-07-29\|271.00\|-1.95\|279.00\|286.00\|249.00\|341025;2026-07-30\|245.50\|-9.41\|270.01\|278.00\|243.95\|347426;2026-07-31\|259.64\|5.76\|277.62\|283.54\|259.18\|349730;2026-08-03\|227.42\|-12.41\|255.06\|257.98\|226.38\|357913;2026-08-04\|245.82\|8.09\|228.59\|249.98\|224.25\|299847;2026-08-05\|272.00\|10.65\|244.03\|280.00\|243.76\|307070;2026-08-06\|278.53\|2.40\|262.00\|288.96\|261.06\|264965;2026-08-07\|283.21\|1.68\|280.01\|286.47\|271.33\|220530;2026-08-10\|288.08\|1.72\|284.16\|293.88\|278.00\|224927;2026-08-11\|281.04\|-2.44\|283.05\|289.66\|278.88\|169203;2026-08-12\|287.11\|2.16\|285.26\|291.66\|280.00\|151230;2026-08-13\|281.69\|-1.89\|293.00\|301.14\|281.00\|223759;2026-08-14\|283.05\|0.48\|287.01\|290.99\|278.00\|151768;2026-08-17\|302.57\|6.90\|280.51\|303.70\|280.51\|208837;2026-08-18\|301.03\|-0.51\|303.70\|305.18\|293.58\|182246;2026-08-19\|273.00\|-9.31\|289.51\|299.14\|270.00\|268263;2026-08-20\|275.74\|1.00\|277.64\|285.14\|272.00\|149686;2026-08-21\|279.42\|1.33\|274.05\|284.58\|270.02\|128827;2026-08-24\|271.10\|-2.98\|283.01\|285.50\|264.38\|172572;2026-08-25\|263.62\|-2.76\|268.18\|269.14\|253.00\|182369;2026-08-26\|276.20\|4.77\|262.68\|279.50\|261.08\|164374;2026-08-27\|284.80\|3.11\|276.00\|286.00\|274.05\|142213;2026-08-28\|277.11\|-2.70\|283.81\|286.99\|274.58\|153395;2026-08-31\|279.03\|0.69\|272.13\|279.40\|265.38\|134552;2026-09-01\|284.27\|1.88\|281.85\|291.90\|274.19\|280881;2026-09-02\|272.60\|-4.11\|277.00\|280.80\|265.30\|190469;2026-09-03\|269.63\|-1.09\|277.00\|281.88\|265.00\|154038;2026-09-04\|254.23\|-5.71\|272.15\|278.00\|251.01\|201306;2026-09-07\|270.50\|6.40\|259.00\|272.90\|257.08\|172184;2026-09-08\|267.46\|-1.12\|271.50\|275.88\|263.70\|135076;2026-09-09\|263.11\|-1.63\|269.89\|272.50\|261.56\|102423;2026-09-10\|268.50\|2.05\|261.36\|272.89\|258.77\|103634;2026-09-11\|257.70\|-4.02\|264.11\|264.46\|250.00\|166227;2026-09-14\|253.57\|-1.60\|258.00\|259.00\|249.21\|103683;2026-09-15\|267.25\|5.39\|252.99\|270.50\|251.10\|168690;2026-09-16\|269.51\|0.85\|268.19\|276.66\|263.18\|211898;2026-09-17\|267.15\|-0.88\|267.97\|275.95\|264.11\|144804;2026-09-18\|279.73\|4.71\|272.11\|282.89\|268.00\|234360;2026-09-21\|282.53\|1.00\|286.00\|292.78\|277.11\|207408;2026-09-22\|272.85\|-3.43\|287.99\|291.49\|271.26\|198467;2026-09-23\|271.18\|-0.61\|277.00\|277.05\|270.88\|93507;2026-09-24\|261.00\|-3.75\|269.50\|270.67\|261.00\|108945;2026-09-28\|248.93\|-4.62\|259.01\|264.33\|247.60\|159328;2026-09-29\|247.89\|-0.42\|250.59\|255.30\|244.50\|109045;2026-09-30\|239.79\|-3.27\|248.03\|253.59\|239.09\|168648;2026-10-08\|228.50\|-4.71\|239.80\|243.00\|225.74\|162630;2026-10-09\|228.00\|-0.22\|227.17\|229.50\|212.08\|209102;2026-10-12\|218.82\|-4.03\|223.88\|232.55\|217.20\|184799;2026-10-13\|219.80\|0.45\|212.36\|224.34\|205.00\|181840;2026-10-14\|218.23\|-0.71\|218.30\|232.46\|217.00\|175359;2026-10-15\|219.56\|0.61\|211.09\|222.50\|205.96\|256738;2026-10-16\|214.43\|-2.34\|216.98\|224.40\|212.59\|185913;2026-10-19\|206.25\|-3.81\|214.48\|216.48\|202.66\|161604;2026-10-20\|203.31\|-1.43\|207.00\|211.00\|200.36\|147173;2026-10-21\|202.14\|-0.58\|206.50\|209.62\|200.80\|123978;2026-10-22\|198.74\|-1.68\|209.00\|212.14\|197.33\|222528;2026-10-23\|202.00\|1.64\|195.00\|203.66\|188.00\|272491;2026-10-26\|180.49\|-10.65\|198.69\|199.00\|179.60\|270835;2026-10-27\|174.56\|-3.29\|187.59\|189.58\|174.00\|204788;2026-10-28\|190.71\|9.25\|182.00\|191.98\|175.24\|256792;2026-10-29\|179.03\|-6.12\|187.22\|189.90\|179.00\|187972;2026-10-30\|168.28\|-5.95\|172.38\|180.80\|168.17\|193727;2026-11-02\|168.10\|-0.11\|171.72\|173.08\|160.80\|243962;2026-11-03\|156.76\|-6.75\|165.91\|167.78\|154.00\|225081;2026-11-04\|185.00\|18.01\|159.13\|186.00\|155.50\|352794;2026-11-05\|187.22\|1.20\|176.00\|198.50\|175.83\|403293;2026-11-06\|180.95\|-3.35\|176.49\|189.62\|174.70\|238528;2026-11-09\|177.68\|-1.81\|182.43\|183.00\|175.68\|142430;2026-11-10\|180.91\|1.82\|184.50\|186.52\|177.90\|193936;2026-11-11\|188.42\|4.15\|180.92\|189.97\|179.00\|195314;2026-11-12\|195.38\|3.69\|189.07\|207.47\|188.88\|291170
121042	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|646.40\|-0.23\|655.00\|655.60\|641.99\|38015;2026-09-10\|638.64\|-1.20\|645.88\|647.50\|635.87\|38943;2026-09-11\|634.00\|-0.73\|628.08\|636.83\|613.84\|66181;2026-09-14\|626.00\|-1.26\|630.00\|633.01\|620.01\|42811;2026-09-15\|638.16\|1.94\|623.26\|654.00\|622.50\|66915;2026-09-16\|662.89\|3.88\|638.20\|673.33\|635.01\|98364;2026-09-17\|665.50\|0.39\|662.00\|677.70\|656.00\|73638;2026-09-18\|686.51\|3.16\|674.00\|694.40\|665.29\|97375;2026-09-21\|676.61\|-1.44\|688.00\|691.00\|670.00\|59224;2026-09-22\|672.92\|-0.55\|689.61\|690.00\|671.00\|47563;2026-09-23\|668.15\|-0.71\|675.01\|677.00\|666.12\|36636;2026-09-24\|653.06\|-2.26\|663.16\|665.88\|653.06\|40061;2026-09-28\|633.93\|-2.93\|654.19\|655.60\|625.13\|59607;2026-09-29\|628.96\|-0.78\|633.94\|640.80\|623.04\|42126;2026-09-30\|615.97\|-2.07\|635.01\|641.68\|614.26\|56074;2026-10-08\|600.32\|-2.54\|625.77\|634.41\|595.00\|77621;2026-10-09\|594.04\|-1.05\|596.81\|598.00\|564.50\|81588;2026-10-12\|587.98\|-1.02\|590.06\|609.50\|585.30\|55087;2026-10-13\|591.00\|0.51\|576.16\|598.00\|565.17\|62330;2026-10-14\|586.81\|-0.71\|588.00\|601.00\|584.41\|50087;2026-10-15\|610.00\|3.95\|576.30\|614.96\|566.00\|116802;2026-10-16\|593.63\|-2.68\|611.75\|615.00\|588.49\|92215;2026-10-19\|573.10\|-3.46\|589.00\|595.48\|571.01\|68471;2026-10-20\|566.49\|-1.15\|574.98\|582.22\|560.00\|67186;2026-10-21\|560.99\|-0.97\|573.00\|581.88\|558.60\|59284;2026-10-22\|542.00\|-3.39\|567.00\|574.00\|542.00\|74485;2026-10-23\|537.49\|-0.83\|531.00\|542.09\|518.15\|97581;2026-10-26\|517.00\|-3.81\|531.66\|546.03\|512.14\|91147;2026-10-27\|488.50\|-5.51\|525.00\|525.22\|488.00\|96622;2026-10-28\|511.68\|4.75\|495.73\|517.32\|491.42\|102357;2026-10-29\|497.30\|-2.81\|510.79\|512.49\|497.17\|77117;2026-10-30\|478.74\|-3.73\|472.49\|502.25\|468.34\|96729;2026-11-02\|504.00\|5.28\|487.35\|514.96\|478.69\|121767;2026-11-03\|486.82\|-3.41\|502.00\|513.48\|481.25\|106582;2026-11-04\|535.50\|10.00\|495.00\|535.50\|486.38\|122305;2026-11-05\|561.01\|4.76\|546.21\|589.00\|544.01\|183937;2026-11-06\|560.00\|-0.18\|529.00\|574.55\|528.88\|139207;2026-11-09\|544.81\|-2.71\|565.17\|566.32\|540.00\|91781;2026-11-10\|538.68\|-1.13\|555.90\|558.88\|536.80\|79845;2026-11-11\|547.91\|1.71\|542.64\|550.00\|530.01\|78563;2026-11-12\|558.80\|1.99\|543.01\|585.00\|542.00\|122570
121041	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.30\|-8.64\|190.52\|194.88\|170.05\|304103;2026-07-16\|156.00\|-8.93\|167.44\|169.65\|154.17\|329345;2026-07-17\|145.00\|-7.05\|158.24\|160.77\|144.00\|366828;2026-07-20\|130.50\|-10.00\|149.11\|150.00\|130.50\|261485;2026-07-21\|143.55\|10.00\|132.00\|143.55\|117.45\|456994;2026-07-22\|149.86\|4.40\|146.42\|157.91\|146.40\|492182;2026-07-23\|149.07\|-0.53\|151.98\|154.36\|144.31\|333068;2026-07-24\|153.95\|3.27\|146.50\|158.75\|145.00\|417189;2026-07-27\|169.35\|10.00\|154.20\|169.35\|153.00\|524016;2026-07-28\|166.43\|-1.72\|163.70\|175.30\|159.00\|581710;2026-07-29\|152.18\|-8.56\|160.00\|162.80\|149.79\|516848;2026-07-30\|136.96\|-10.00\|147.99\|149.96\|136.96\|388356;2026-07-31\|133.80\|-2.31\|150.00\|150.00\|133.01\|481449;2026-08-03\|120.91\|-9.63\|130.00\|131.66\|120.42\|384574;2026-08-04\|129.48\|7.09\|122.01\|130.64\|118.94\|401298;2026-08-05\|140.62\|8.60\|128.00\|142.43\|128.00\|427991;2026-08-06\|145.01\|3.12\|135.03\|148.17\|135.02\|386812;2026-08-07\|148.78\|2.60\|145.01\|150.95\|142.51\|316285;2026-08-10\|155.24\|4.34\|152.00\|155.55\|146.30\|351494;2026-08-11\|150.29\|-3.19\|151.41\|156.30\|148.02\|289600;2026-08-12\|155.19\|3.26\|153.50\|158.66\|152.00\|283434;2026-08-13\|149.50\|-3.67\|158.10\|158.60\|149.38\|324574;2026-08-14\|151.22\|1.15\|152.01\|153.50\|147.17\|226483;2026-08-17\|159.01\|5.15\|151.16\|159.44\|149.88\|290225;2026-08-18\|158.86\|-0.09\|160.95\|163.19\|155.50\|271968;2026-08-19\|142.97\|-10.00\|147.04\|152.99\|142.97\|271395;2026-08-20\|138.38\|-3.21\|140.41\|143.45\|136.61\|249985;2026-08-21\|138.50\|0.09\|137.89\|140.88\|135.46\|190766;2026-08-24\|140.59\|1.51\|139.30\|144.01\|136.60\|241750;2026-08-25\|137.19\|-2.42\|135.20\|139.50\|130.18\|217640;2026-08-26\|135.23\|-1.43\|137.60\|137.74\|132.00\|182359;2026-08-27\|143.91\|6.42\|137.03\|144.00\|136.15\|198869;2026-08-28\|142.06\|-1.29\|144.41\|148.30\|141.91\|173369;2026-08-31\|142.37\|0.22\|139.18\|143.54\|136.16\|185612;2026-09-01\|134.23\|-5.72\|143.88\|144.58\|134.00\|180211;2026-09-02\|130.84\|-2.53\|131.32\|133.22\|129.64\|127754;2026-09-03\|131.60\|0.58\|133.21\|133.96\|129.86\|104163;2026-09-04\|126.62\|-3.78\|132.43\|132.99\|125.27\|142510;2026-09-07\|131.00\|3.46\|128.72\|131.99\|128.00\|137498;2026-09-08\|132.12\|0.85\|133.30\|137.33\|130.04\|218402;2026-09-09\|131.52\|-0.45\|132.51\|134.55\|130.50\|137661;2026-09-10\|133.48\|1.49\|131.24\|136.90\|129.00\|197423;2026-09-11\|129.99\|-2.61\|130.00\|131.33\|125.30\|177702;2026-09-14\|128.52\|-1.13\|127.00\|130.00\|125.04\|110752;2026-09-15\|133.17\|3.62\|127.25\|135.41\|127.25\|157823;2026-09-16\|137.11\|2.96\|133.18\|137.85\|132.38\|206110;2026-09-17\|134.69\|-1.76\|137.10\|138.84\|134.00\|170929;2026-09-18\|138.83\|3.07\|137.80\|140.00\|134.35\|222210;2026-09-21\|137.43\|-1.01\|140.88\|141.16\|136.68\|170067;2026-09-22\|135.50\|-1.15\|140.00\|141.00\|134.89\|179060;2026-09-23\|137.28\|1.31\|137.00\|138.30\|135.71\|116355;2026-09-24\|132.62\|-3.39\|135.47\|136.70\|132.55\|96679;2026-09-28\|124.70\|-5.97\|131.38\|132.00\|124.18\|132268;2026-09-29\|124.55\|-0.12\|124.40\|125.62\|123.04\|89050;2026-09-30\|121.00\|-2.85\|125.47\|125.80\|120.51\|91514;2026-10-08\|115.39\|-4.64\|121.31\|122.80\|114.38\|119269;2026-10-09\|112.07\|-2.88\|114.53\|114.69\|105.86\|163221;2026-10-12\|108.31\|-3.35\|111.75\|112.63\|107.00\|103305;2026-10-13\|107.49\|-0.76\|104.24\|109.28\|101.22\|137014;2026-10-14\|103.52\|-3.69\|106.46\|108.38\|103.19\|89650;2026-10-15\|99.00\|-4.37\|100.00\|100.57\|97.05\|160782;2026-10-16\|98.01\|-1.00\|101.50\|101.89\|97.21\|108752;2026-10-19\|96.11\|-1.94\|97.54\|97.89\|92.70\|122128;2026-10-20\|97.25\|1.19\|96.18\|100.17\|95.00\|115488;2026-10-21\|96.80\|-0.46\|98.53\|99.77\|96.05\|97124;2026-10-22\|92.39\|-4.56\|97.01\|97.50\|91.90\|111841;2026-10-23\|94.47\|2.25\|89.50\|95.30\|85.63\|166617;2026-10-26\|90.07\|-4.66\|93.60\|93.66\|89.81\|99076;2026-10-27\|86.02\|-4.50\|91.66\|92.66\|86.00\|94035;2026-10-28\|87.59\|1.83\|88.87\|89.00\|84.51\|182332;2026-10-29\|82.78\|-5.49\|88.72\|89.19\|82.70\|142769;2026-10-30\|77.42\|-6.47\|80.00\|82.97\|77.40\|145995;2026-11-02\|81.39\|5.13\|78.82\|82.66\|77.11\|175504;2026-11-03\|76.05\|-6.56\|80.50\|80.61\|75.30\|138545;2026-11-04\|83.66\|10.01\|76.51\|83.66\|75.51\|161643;2026-11-05\|89.70\|7.22\|86.36\|92.03\|86.36\|338729;2026-11-06\|85.67\|-4.49\|85.42\|88.46\|83.66\|227166;2026-11-09\|85.76\|0.11\|88.00\|91.43\|85.67\|184324;2026-11-10\|85.97\|0.24\|88.35\|88.59\|85.55\|168808;2026-11-11\|89.31\|3.89\|85.99\|89.66\|84.80\|173059;2026-11-12\|90.37\|1.19\|89.88\|97.20\|89.42\|274475
121040	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市		公司产品包括静电卡盘基体、多管式加热反射罩、气体分布盘等高端半导体设备金属零部件	2026-07-10\|216.70\|858.85\|203.40\|264.42\|203.40\|250812;2026-07-13\|221.80\|2.35\|220.00\|235.99\|206.98\|168754;2026-07-14\|179.03\|-19.28\|210.00\|213.00\|163.13\|180088;2026-07-15\|139.66\|-21.99\|176.99\|176.99\|138.02\|164750;2026-07-16\|140.00\|0.24\|125.99\|143.79\|125.60\|130741;2026-07-17\|136.00\|-2.86\|135.00\|153.60\|128.55\|150139;2026-07-20\|110.22\|-18.96\|144.02\|146.88\|108.89\|143029;2026-07-21\|132.26\|20.00\|108.97\|132.26\|102.56\|122222;2026-07-22\|158.71\|20.00\|153.17\|158.71\|146.06\|166478;2026-07-23\|145.00\|-8.64\|153.00\|164.97\|143.88\|171786;2026-07-24\|174.00\|20.00\|143.46\|174.00\|143.46\|135130;2026-07-27\|175.00\|0.57\|156.19\|177.68\|156.00\|142866;2026-07-28\|175.10\|0.06\|166.70\|189.50\|157.50\|166884;2026-07-29\|193.82\|10.69\|169.80\|208.08\|169.80\|178054;2026-07-30\|158.07\|-18.44\|190.00\|194.00\|155.06\|171030;2026-07-31\|149.60\|-5.36\|174.00\|178.07\|146.60\|173466;2026-08-03\|154.80\|3.48\|148.97\|157.60\|144.70\|129213;2026-08-04\|153.94\|-0.56\|150.80\|158.97\|140.20\|139967;2026-08-05\|158.22\|2.78\|145.88\|167.50\|145.00\|153017;2026-08-06\|150.39\|-4.95\|150.00\|155.70\|147.00\|114517;2026-08-07\|148.80\|-1.06\|147.17\|153.00\|146.60\|107007;2026-08-10\|163.28\|9.73\|145.86\|168.89\|142.60\|149862;2026-08-11\|166.31\|1.86\|159.00\|173.99\|158.99\|142361;2026-08-12\|164.00\|-1.39\|164.53\|169.80\|160.60\|115417;2026-08-13\|155.10\|-5.43\|166.35\|167.78\|155.00\|107615;2026-08-14\|161.85\|4.35\|157.20\|169.76\|157.20\|110988;2026-08-17\|160.32\|-0.95\|158.89\|161.00\|152.15\|107233;2026-08-18\|161.12\|0.50\|158.00\|167.66\|158.00\|100059;2026-08-19\|137.50\|-14.66\|152.00\|152.48\|135.00\|104724;2026-08-20\|130.86\|-4.83\|138.88\|139.14\|128.78\|66241;2026-08-21\|130.11\|-0.57\|129.04\|135.96\|128.00\|56953;2026-08-24\|124.70\|-4.16\|128.81\|128.81\|121.22\|58981;2026-08-25\|123.07\|-1.31\|122.41\|125.70\|120.13\|40987;2026-08-26\|126.62\|2.88\|123.08\|130.66\|122.20\|69527;2026-08-27\|131.05\|3.50\|123.80\|133.00\|123.14\|80663;2026-08-28\|125.00\|-4.62\|128.00\|129.99\|125.00\|58029;2026-08-31\|123.88\|-0.90\|121.50\|124.50\|120.43\|44924;2026-09-01\|120.74\|-2.53\|123.01\|123.34\|119.70\|35977;2026-09-02\|118.64\|-1.74\|118.01\|119.89\|118.01\|27109;2026-09-03\|116.51\|-1.80\|120.00\|120.10\|115.38\|33730;2026-09-04\|115.66\|-0.73\|117.80\|119.68\|114.70\|31695;2026-09-07\|119.20\|3.06\|117.79\|119.97\|117.01\|35432;2026-09-08\|116.25\|-2.47\|119.02\|121.08\|115.20\|35210;2026-09-09\|113.28\|-2.55\|117.00\|117.50\|112.49\|30406;2026-09-10\|113.99\|0.63\|113.68\|117.30\|111.89\|31857;2026-09-11\|110.33\|-3.21\|111.50\|113.60\|106.91\|36921;2026-09-14\|112.77\|2.21\|109.00\|113.20\|108.11\|25989;2026-09-15\|115.85\|2.73\|111.55\|119.44\|111.55\|45090;2026-09-16\|119.80\|3.41\|115.38\|120.79\|115.38\|58271;2026-09-17\|118.80\|-0.83\|119.51\|125.00\|118.01\|47196;2026-09-18\|142.56\|20.00\|123.50\|142.56\|121.50\|126897;2026-09-21\|140.20\|-1.66\|138.70\|142.01\|135.96\|118732;2026-09-22\|136.19\|-2.86\|142.56\|143.48\|135.13\|89682;2026-09-23\|134.68\|-1.11\|136.00\|137.89\|132.81\|56300;2026-09-24\|141.89\|5.35\|132.50\|150.00\|131.97\|135527;2026-09-28\|137.13\|-3.35\|139.18\|149.38\|133.01\|114007;2026-09-29\|130.12\|-5.11\|138.09\|142.60\|129.88\|97101;2026-09-30\|124.82\|-4.07\|132.70\|133.20\|124.45\|70627;2026-10-08\|117.53\|-5.84\|124.84\|126.58\|116.44\|51602;2026-10-09\|113.99\|-3.01\|116.74\|117.00\|108.50\|49236;2026-10-12\|117.95\|3.47\|112.12\|123.90\|110.67\|72787;2026-10-13\|124.10\|5.21\|113.46\|130.00\|112.62\|107012;2026-10-14\|116.25\|-6.33\|122.67\|122.88\|116.00\|75167;2026-10-15\|120.26\|3.45\|110.00\|121.60\|109.00\|74590;2026-10-16\|112.79\|-6.21\|120.26\|122.54\|111.00\|74519;2026-10-19\|111.14\|-1.46\|111.10\|112.91\|106.90\|46371;2026-10-20\|109.30\|-1.66\|110.03\|114.96\|108.08\|55406;2026-10-21\|105.79\|-3.21\|112.30\|112.80\|105.09\|51560;2026-10-22\|99.00\|-6.42\|105.06\|106.84\|99.00\|52668;2026-10-23\|102.66\|3.70\|95.06\|103.00\|91.10\|65549;2026-10-26\|95.09\|-7.37\|100.96\|100.97\|95.04\|45597;2026-10-27\|92.16\|-3.08\|97.02\|98.00\|92.05\|35288;2026-10-28\|95.34\|3.45\|93.30\|95.60\|91.11\|46264;2026-10-29\|87.15\|-8.59\|93.27\|94.00\|87.15\|46101;2026-10-30\|82.02\|-5.89\|84.00\|87.34\|82.02\|36377;2026-11-02\|84.56\|3.10\|83.31\|86.00\|81.00\|37186;2026-11-03\|80.16\|-5.20\|83.11\|84.30\|79.12\|33661;2026-11-04\|96.19\|20.00\|81.30\|96.19\|80.00\|116644;2026-11-05\|106.81\|11.04\|102.00\|109.80\|101.49\|142508;2026-11-06\|101.40\|-5.07\|98.80\|106.58\|98.80\|93870;2026-11-09\|104.38\|2.94\|102.18\|104.50\|99.50\|77704;2026-11-10\|102.76\|-1.55\|110.16\|112.11\|101.80\|92449;2026-11-11\|106.00\|3.15\|101.11\|107.01\|100.20\|93810;2026-11-12\|104.79\|-1.14\|105.00\|111.37\|104.32\|103294
121039	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司拟增资控股先导微电子	2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.31\|-2.46\|29.50\|29.94\|28.10\|394734;2026-09-14\|31.90\|8.84\|28.89\|32.10\|28.22\|697275;2026-09-15\|31.32\|-1.82\|31.90\|32.07\|30.93\|431676;2026-09-16\|33.45\|6.80\|31.32\|34.10\|31.15\|689283;2026-09-17\|36.80\|10.01\|33.10\|36.80\|32.90\|847724;2026-09-18\|37.30\|1.36\|37.64\|38.25\|36.62\|1074015;2026-09-21\|39.76\|6.60\|38.00\|39.86\|37.86\|854383;2026-09-22\|43.74\|10.01\|42.51\|43.74\|42.51\|585751;2026-09-23\|47.80\|9.28\|44.50\|48.11\|43.74\|1684345;2026-09-24\|51.56\|7.87\|47.99\|52.58\|47.68\|1554864;2026-09-28\|49.21\|-4.56\|51.61\|52.08\|47.74\|1277475;2026-09-29\|48.76\|-0.91\|49.21\|49.72\|48.27\|574199;2026-09-30\|48.57\|-0.39\|50.00\|51.99\|48.45\|787960;2026-10-08\|45.32\|-6.69\|49.13\|50.32\|44.77\|811457;2026-10-09\|44.66\|-1.46\|44.20\|45.87\|41.45\|732774;2026-10-12\|43.54\|-2.51\|44.00\|44.88\|42.29\|568800;2026-10-13\|45.33\|4.11\|41.61\|46.58\|41.48\|745924;2026-10-14\|44.16\|-2.58\|45.63\|46.75\|43.86\|542801;2026-10-15\|40.59\|-8.08\|42.08\|43.49\|40.09\|668167;2026-10-16\|40.30\|-0.71\|42.39\|42.86\|39.80\|423511;2026-10-19\|39.09\|-3.00\|39.00\|40.30\|36.60\|547968;2026-10-20\|38.16\|-2.38\|38.80\|39.54\|37.70\|510495;2026-10-21\|39.10\|2.46\|39.08\|41.10\|38.68\|629539;2026-10-22\|35.66\|-8.80\|39.86\|39.89\|35.64\|622516;2026-10-23\|35.50\|-0.45\|34.32\|35.96\|32.20\|781926;2026-10-26\|34.04\|-4.11\|34.97\|35.27\|33.28\|496716;2026-10-27\|34.25\|0.62\|34.95\|36.73\|34.25\|777092;2026-10-28\|35.20\|2.77\|35.03\|35.56\|33.00\|810209;2026-10-29\|31.68\|-10.00\|34.60\|35.20\|31.68\|676710;2026-10-30\|28.73\|-9.31\|30.01\|31.20\|28.51\|792514;2026-11-02\|28.47\|-0.91\|29.27\|29.60\|27.60\|680399;2026-11-03\|25.64\|-9.94\|27.87\|27.90\|25.62\|666555;2026-11-04\|28.20\|9.98\|26.32\|28.20\|26.07\|656003;2026-11-05\|31.02\|10.00\|29.50\|31.02\|29.20\|215874;2026-11-06\|31.40\|1.23\|30.98\|33.41\|29.65\|1672959;2026-11-09\|32.72\|4.20\|32.20\|34.54\|30.10\|1556923;2026-11-10\|33.47\|2.29\|34.38\|35.01\|32.89\|1156694;2026-11-11\|35.92\|7.32\|33.32\|35.93\|32.60\|1272297;2026-11-12\|36.66\|2.06\|35.91\|38.79\|35.02\|1459943
121038	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365;2026-09-15\|363.11\|1.75\|356.87\|371.66\|356.00\|293180;2026-09-16\|373.14\|2.76\|366.11\|374.38\|360.96\|268707;2026-09-17\|369.88\|-0.87\|370.06\|377.23\|365.34\|234866;2026-09-18\|388.18\|4.95\|379.99\|390.66\|378.00\|410514;2026-09-21\|391.71\|0.91\|396.00\|403.23\|388.13\|328986;2026-09-22\|402.10\|2.65\|399.99\|413.43\|394.00\|509151;2026-09-23\|398.72\|-0.84\|406.30\|408.06\|397.44\|261957;2026-09-24\|383.77\|-3.75\|393.00\|394.77\|383.72\|226595;2026-09-28\|358.51\|-6.58\|380.00\|380.00\|357.14\|284936;2026-09-29\|367.57\|2.53\|358.56\|369.00\|358.00\|209082;2026-09-30\|353.90\|-3.72\|369.75\|370.00\|351.28\|242377;2026-10-08\|334.40\|-5.51\|352.00\|353.80\|331.00\|294316;2026-10-09\|326.46\|-2.37\|325.00\|329.50\|311.42\|334513;2026-10-12\|310.84\|-4.78\|321.00\|322.59\|308.80\|253371;2026-10-13\|306.22\|-1.49\|297.03\|311.11\|292.66\|311547;2026-10-14\|292.56\|-4.46\|305.00\|306.00\|292.00\|229286;2026-10-15\|278.22\|-4.90\|275.00\|283.80\|271.30\|373897;2026-10-16\|281.86\|1.31\|285.00\|291.90\|278.12\|344518;2026-10-19\|282.44\|0.21\|280.50\|288.49\|272.00\|315821;2026-10-20\|282.43\|-0.00\|277.00\|288.50\|275.67\|273645;2026-10-21\|288.02\|1.98\|291.00\|292.55\|284.50\|272891;2026-10-22\|276.75\|-3.91\|286.94\|286.97\|272.68\|317235;2026-10-23\|292.00\|5.51\|271.09\|294.80\|268.30\|459874;2026-10-26\|276.45\|-5.33\|287.96\|288.00\|275.72\|308502;2026-10-27\|268.98\|-2.70\|282.21\|283.39\|268.88\|238968;2026-10-28\|289.88\|7.77\|279.00\|292.53\|276.72\|433107;2026-10-29\|275.99\|-4.79\|285.00\|288.88\|273.99\|354386;2026-10-30\|257.80\|-6.59\|260.89\|274.59\|257.60\|376716;2026-11-02\|265.67\|3.05\|262.96\|270.72\|255.55\|345198;2026-11-03\|250.16\|-5.84\|260.00\|261.34\|248.90\|363352;2026-11-04\|271.38\|8.48\|252.00\|274.28\|248.00\|436424;2026-11-05\|263.15\|-3.03\|260.00\|272.99\|259.00\|435309;2026-11-06\|239.49\|-8.99\|242.00\|247.85\|238.20\|412251;2026-11-09\|238.41\|-0.45\|242.00\|245.11\|237.28\|285144;2026-11-10\|244.57\|2.58\|247.00\|248.88\|243.79\|318296;2026-11-11\|259.62\|6.15\|242.00\|260.58\|241.22\|420756;2026-11-12\|258.85\|-0.30\|260.00\|273.68\|257.78\|485625
121037	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体存储+定增获批+锂矿审批推进行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月20日互动易，在半导体存储领域，全球存储市场延续上行周期，公司积极深化与核心上游供应商和下游客户的战略合作，在供应链端与客户端实现双向协同，推动存储业务收入和利润平稳增长。 2、据2026年7月21日公告，公司1.09亿元定增获批，拟用于嵌入式存储器研发和产业化项目，发行价格为33.80元/股。 3、据2026年3月24日及2026年5月15日互动易，公司桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批已对接自然资源部。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702;2026-07-27\|27.57\|2.38\|26.80\|27.80\|26.32\|160246;2026-07-28\|26.89\|-2.47\|27.00\|28.13\|26.71\|137253;2026-07-29\|26.75\|-0.52\|27.36\|27.36\|25.70\|129395;2026-07-30\|25.57\|-4.41\|26.29\|27.90\|25.05\|161551;2026-07-31\|25.80\|0.90\|27.20\|27.50\|25.80\|173190;2026-08-03\|24.96\|-3.26\|25.31\|25.72\|24.80\|107743;2026-08-04\|26.24\|5.13\|25.46\|26.40\|25.16\|133276;2026-08-05\|28.86\|9.98\|26.24\|28.86\|26.17\|206074;2026-08-06\|29.32\|1.59\|28.74\|29.88\|28.30\|263598;2026-08-07\|30.17\|2.90\|29.32\|30.26\|28.79\|196491;2026-08-10\|30.04\|-0.43\|30.17\|30.34\|29.39\|115176;2026-08-11\|29.67\|-1.23\|30.02\|30.28\|29.60\|94155;2026-08-12\|30.25\|1.95\|29.93\|30.44\|29.42\|92604;2026-08-13\|29.50\|-2.48\|30.88\|31.00\|29.50\|114963;2026-08-14\|30.07\|1.93\|30.12\|30.30\|29.28\|96157;2026-08-17\|30.93\|2.86\|30.35\|30.93\|30.00\|104869;2026-08-18\|31.03\|0.32\|30.96\|31.66\|30.51\|126845;2026-08-19\|28.80\|-7.19\|29.80\|30.48\|28.61\|117080;2026-08-20\|29.40\|2.08\|29.08\|31.33\|28.80\|134471;2026-08-21\|29.89\|1.67\|29.21\|29.96\|28.90\|117101;2026-08-24\|31.51\|5.42\|30.15\|31.83\|29.41\|233503;2026-08-25\|32.63\|3.55\|30.40\|33.28\|29.65\|233683;2026-08-26\|31.18\|-4.44\|32.63\|32.63\|30.80\|183303;2026-08-27\|31.09\|-0.29\|31.10\|31.62\|30.65\|164145;2026-08-28\|30.33\|-2.44\|30.82\|31.88\|30.25\|151230;2026-08-31\|30.55\|0.73\|29.60\|30.98\|29.51\|103952;2026-09-01\|29.39\|-3.80\|30.39\|30.52\|29.39\|85928;2026-09-02\|29.08\|-1.05\|28.95\|29.35\|28.65\|58828;2026-09-03\|28.70\|-1.31\|29.37\|29.46\|28.48\|67797;2026-09-04\|27.87\|-2.89\|28.91\|29.27\|27.58\|92958;2026-09-07\|28.15\|1.00\|28.33\|28.54\|28.02\|80917;2026-09-08\|27.97\|-0.64\|28.16\|28.50\|27.66\|75255;2026-09-09\|27.66\|-1.11\|28.09\|28.39\|27.45\|65487;2026-09-10\|27.50\|-0.58\|27.50\|28.00\|27.31\|55761;2026-09-11\|26.69\|-2.95\|26.97\|27.09\|26.04\|89274;2026-09-14\|26.81\|0.45\|26.48\|26.97\|26.01\|51146;2026-09-15\|29.49\|10.00\|26.76\|29.49\|26.53\|174715;2026-09-16\|29.58\|0.31\|29.72\|29.95\|28.68\|261750;2026-09-17\|28.47\|-3.75\|29.30\|29.47\|28.40\|166021;2026-09-18\|29.38\|3.20\|29.00\|29.60\|28.65\|188452;2026-09-21\|29.58\|0.68\|29.50\|29.70\|29.33\|141363;2026-09-22\|29.09\|-1.66\|29.90\|29.98\|28.96\|134055;2026-09-23\|29.34\|0.86\|29.17\|29.42\|28.85\|93342;2026-09-24\|29.20\|-0.48\|28.90\|29.67\|28.82\|130145;2026-09-28\|27.75\|-4.97\|29.00\|29.47\|27.45\|108390;2026-09-29\|27.83\|0.29\|27.75\|28.96\|27.47\|83415;2026-09-30\|26.70\|-4.06\|27.95\|28.10\|26.63\|83310;2026-10-08\|26.07\|-2.36\|26.98\|27.18\|25.88\|72149;2026-10-09\|25.88\|-0.73\|25.80\|26.02\|24.40\|100302;2026-10-12\|25.56\|-1.24\|25.82\|25.99\|24.88\|65092;2026-10-13\|25.60\|0.16\|24.56\|25.98\|24.56\|77210;2026-10-14\|24.71\|-3.48\|25.40\|25.68\|24.70\|56770;2026-10-15\|23.40\|-5.30\|23.61\|24.29\|23.30\|71695;2026-10-16\|23.81\|1.75\|23.98\|24.60\|23.59\|79932;2026-10-19\|23.75\|-0.25\|23.59\|23.95\|22.45\|84251;2026-10-20\|23.65\|-0.42\|23.59\|24.19\|23.46\|78972;2026-10-21\|23.60\|-0.21\|23.70\|23.98\|23.53\|64931;2026-10-22\|22.87\|-3.09\|23.55\|23.68\|22.73\|78686;2026-10-23\|23.59\|3.15\|22.08\|23.67\|21.50\|100903;2026-10-26\|22.24\|-5.72\|23.35\|23.37\|22.17\|89150;2026-10-27\|21.59\|-2.92\|22.69\|22.89\|21.59\|69247;2026-10-28\|22.48\|4.12\|22.00\|22.81\|21.80\|85454;2026-10-29\|21.50\|-4.36\|22.44\|22.48\|21.50\|65341;2026-10-30\|20.32\|-5.49\|20.70\|21.58\|20.30\|74985;2026-11-02\|20.72\|1.97\|20.53\|20.96\|20.20\|73415;2026-11-03\|20.09\|-3.04\|20.52\|20.97\|19.91\|71457;2026-11-04\|21.31\|6.07\|20.10\|21.47\|19.88\|111332;2026-11-05\|21.71\|1.88\|20.88\|22.14\|20.88\|98773;2026-11-06\|21.05\|-3.04\|20.60\|21.44\|20.50\|59978;2026-11-09\|21.05\|0.00\|21.50\|21.55\|21.03\|47698;2026-11-10\|21.46\|1.95\|21.66\|21.66\|21.19\|56610;2026-11-11\|21.94\|2.24\|21.46\|22.08\|21.33\|72418;2026-11-12\|21.43\|-2.32\|22.09\|22.32\|21.33\|104227
121036	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体ALD设备+存储芯片+先进封装行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据国金证券2026年7月6日研报，公司是国内首家将量产型High-k原子层沉积设备导入前道逻辑与先进存储产线的本土企业，半导体新增订单中超过80%直接来自于NAND与DRAM头部客户。 2、据2026年4月29日年报，公司iTomic MeT系列ALD设备可用于逻辑芯片、存储芯片和先进封装的栅极金属、MIM金属电极等关键工艺，已导入量产产线并持续获得批量订单；PE系列ALD设备可为先进封装等提供图案化等关键工艺解决方案。 3、据2026年4月29日年报及国金证券2026年7月6日研报，公司以ALD技术为核心，产品覆盖逻辑、存储、先进封装等领域，2025年半导体设备收入8.81亿元，同比增长169.12%。	面向全球的半导体、泛半导体高端微纳装备制造商	2026-07-03\|129.01\|-3.33\|130.00\|132.90\|125.02\|129447;2026-07-06\|135.10\|4.72\|134.34\|140.68\|129.60\|134089;2026-07-07\|142.20\|5.26\|133.74\|146.93\|132.23\|105851;2026-07-08\|141.50\|-0.49\|142.00\|150.88\|134.21\|105838;2026-07-09\|157.00\|10.95\|148.00\|158.48\|143.09\|144214;2026-07-10\|138.97\|-11.48\|157.00\|159.88\|138.97\|139945;2026-07-13\|133.00\|-4.30\|136.20\|145.00\|131.53\|114069;2026-07-14\|137.08\|3.07\|134.02\|142.68\|132.25\|96971;2026-07-15\|125.88\|-8.17\|138.81\|140.11\|124.19\|95894;2026-07-16\|121.21\|-3.71\|125.87\|128.50\|120.01\|73454;2026-07-17\|112.56\|-7.14\|123.05\|125.20\|112.00\|94325;2026-07-20\|104.87\|-6.83\|117.63\|117.67\|102.00\|108753;2026-07-21\|125.84\|20.00\|107.93\|125.84\|99.00\|113341;2026-07-22\|119.91\|-4.71\|123.60\|129.80\|117.60\|108014;2026-07-23\|115.52\|-3.66\|121.00\|122.79\|113.00\|66669;2026-07-24\|117.97\|2.12\|113.66\|120.59\|111.16\|69207;2026-07-27\|118.22\|0.21\|115.69\|121.51\|112.42\|71405;2026-07-28\|107.49\|-9.08\|115.80\|119.98\|106.30\|106171;2026-07-29\|95.62\|-11.04\|106.21\|109.30\|89.07\|183430;2026-07-30\|81.10\|-15.19\|95.60\|96.03\|80.16\|188340;2026-07-31\|86.33\|6.45\|92.88\|94.70\|85.70\|125735;2026-08-03\|79.55\|-7.85\|84.46\|86.00\|78.13\|125444;2026-08-04\|87.70\|10.25\|79.00\|87.72\|78.15\|122692;2026-08-05\|96.48\|10.01\|90.00\|100.92\|89.08\|195161;2026-08-06\|97.95\|1.52\|90.99\|100.99\|90.99\|122269;2026-08-07\|104.64\|6.83\|95.06\|107.99\|95.03\|120705;2026-08-10\|110.48\|5.58\|103.57\|115.60\|103.57\|128066;2026-08-11\|110.85\|0.33\|109.90\|115.40\|105.50\|110561;2026-08-12\|112.67\|1.64\|111.25\|115.88\|110.00\|87793;2026-08-13\|115.28\|2.32\|113.93\|123.88\|112.68\|122299;2026-08-14\|121.38\|5.29\|116.56\|122.45\|114.15\|127361;2026-08-17\|129.70\|6.85\|119.62\|133.31\|116.30\|127873;2026-08-18\|129.66\|-0.03\|128.00\|140.50\|121.19\|146150;2026-08-19\|117.32\|-9.52\|123.18\|127.71\|115.91\|133330;2026-08-20\|117.00\|-0.27\|119.85\|122.00\|115.08\|71308;2026-08-21\|119.72\|2.32\|118.42\|121.99\|115.50\|68873;2026-08-24\|117.30\|-2.02\|123.00\|125.70\|114.60\|144522;2026-08-25\|111.97\|-4.54\|116.36\|116.36\|108.51\|109229;2026-08-26\|112.67\|0.63\|111.90\|118.00\|109.01\|97036;2026-08-27\|121.90\|8.19\|113.20\|122.20\|110.84\|103063;2026-08-28\|120.02\|-1.54\|121.69\|127.10\|119.42\|90164;2026-08-31\|125.60\|4.65\|119.34\|126.50\|117.00\|104871;2026-09-01\|120.68\|-3.92\|125.00\|125.00\|115.03\|90247;2026-09-02\|115.35\|-4.42\|119.34\|120.24\|114.31\|87652;2026-09-03\|107.47\|-6.83\|116.05\|116.77\|105.90\|123872;2026-09-04\|100.89\|-6.12\|107.35\|109.86\|99.62\|121201;2026-09-07\|105.83\|4.90\|102.90\|107.48\|101.00\|91509;2026-09-08\|103.05\|-2.63\|106.18\|108.56\|102.23\|73053;2026-09-09\|103.22\|0.17\|104.73\|107.79\|102.80\|63109;2026-09-10\|102.64\|-0.56\|103.00\|104.88\|100.10\|53101;2026-09-11\|98.83\|-3.71\|102.00\|102.00\|94.53\|101014;2026-09-14\|99.05\|0.22\|98.00\|99.88\|95.60\|78780;2026-09-15\|100.64\|1.61\|97.29\|104.55\|96.80\|81208;2026-09-16\|106.80\|6.12\|102.13\|108.88\|99.07\|126732;2026-09-17\|115.68\|8.31\|106.00\|117.99\|106.00\|133751;2026-09-18\|122.00\|5.46\|116.42\|122.07\|115.38\|116690;2026-09-21\|115.99\|-4.93\|121.00\|122.00\|115.68\|77383;2026-09-22\|115.50\|-0.42\|117.85\|119.78\|114.38\|60748;2026-09-23\|115.40\|-0.09\|117.01\|118.36\|115.17\|45747;2026-09-24\|111.00\|-3.81\|115.00\|115.55\|110.70\|54042;2026-09-28\|105.96\|-4.54\|111.80\|113.00\|104.23\|61030;2026-09-29\|107.00\|0.98\|104.84\|109.49\|104.36\|49503;2026-09-30\|101.41\|-5.22\|108.30\|108.99\|101.04\|67394;2026-10-08\|89.25\|-11.99\|99.48\|99.90\|87.89\|152057;2026-10-09\|89.01\|-0.27\|89.43\|89.98\|82.59\|105344;2026-10-12\|89.57\|0.63\|89.00\|93.11\|86.32\|82385;2026-10-13\|84.70\|-5.44\|84.53\|86.88\|77.82\|191438;2026-10-14\|81.27\|-4.05\|84.55\|86.80\|80.68\|118704;2026-10-15\|78.64\|-3.24\|77.88\|80.00\|75.67\|119424;2026-10-16\|78.55\|-0.11\|80.50\|83.10\|77.90\|105181;2026-10-19\|74.43\|-5.25\|79.32\|79.32\|74.20\|86282;2026-10-20\|75.64\|1.63\|74.00\|78.30\|73.44\|77500;2026-10-21\|75.93\|0.38\|77.20\|79.60\|75.48\|74354;2026-10-22\|71.30\|-6.10\|76.74\|76.87\|71.00\|85343;2026-10-23\|70.63\|-0.94\|69.70\|72.00\|64.33\|118285;2026-10-26\|66.29\|-6.14\|70.43\|70.63\|65.11\|87860;2026-10-27\|61.08\|-7.86\|68.17\|68.66\|60.88\|94566;2026-10-28\|64.70\|5.93\|62.30\|65.77\|61.12\|87820;2026-10-29\|59.56\|-7.94\|65.00\|65.00\|59.25\|78711;2026-10-30\|52.45\|-11.94\|56.80\|57.18\|52.00\|119460;2026-11-02\|56.55\|7.82\|53.20\|57.32\|51.89\|134972;2026-11-03\|51.04\|-9.74\|55.42\|55.42\|50.34\|98781;2026-11-04\|59.57\|16.71\|52.14\|60.50\|50.50\|181926;2026-11-05\|61.57\|3.36\|57.20\|64.78\|57.20\|198981;2026-11-06\|58.68\|-4.69\|58.00\|61.30\|57.00\|173666;2026-11-09\|59.22\|0.92\|59.78\|60.51\|57.18\|125391;2026-11-10\|59.79\|0.96\|61.47\|62.00\|59.56\|80427;2026-11-11\|61.76\|3.29\|60.17\|62.27\|58.91\|96366;2026-11-12\|62.64\|1.42\|61.81\|67.50\|61.77\|142423
121035	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商	2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279;2026-07-27\|77.45\|-0.19\|75.37\|79.85\|73.72\|80305;2026-07-28\|69.17\|-10.69\|73.66\|77.82\|68.24\|91748;2026-07-29\|66.50\|-3.86\|69.05\|71.30\|63.18\|95953;2026-07-30\|60.00\|-9.77\|65.99\|68.00\|59.24\|107189;2026-07-31\|62.40\|4.00\|68.02\|70.87\|62.13\|117349;2026-08-03\|57.38\|-8.04\|61.67\|62.40\|57.00\|98422;2026-08-04\|65.85\|14.76\|58.66\|66.84\|58.66\|98719;2026-08-05\|70.48\|7.03\|64.81\|72.38\|64.76\|99274;2026-08-06\|73.89\|4.84\|68.25\|74.38\|68.25\|88952;2026-08-07\|76.95\|4.14\|73.00\|77.65\|72.98\|79032;2026-08-10\|78.47\|1.98\|77.30\|80.09\|74.00\|94779;2026-08-11\|77.01\|-1.86\|77.52\|79.22\|74.60\|68172;2026-08-12\|81.78\|6.19\|78.00\|85.98\|77.50\|88950;2026-08-13\|78.95\|-3.46\|84.00\|84.17\|78.95\|73221;2026-08-14\|82.92\|5.03\|81.25\|85.00\|80.00\|72773;2026-08-17\|84.09\|1.41\|84.78\|84.78\|81.12\|79321;2026-08-18\|85.00\|1.08\|86.00\|87.20\|83.10\|77175;2026-08-19\|74.37\|-12.51\|81.02\|83.00\|74.15\|89945;2026-08-20\|75.97\|2.15\|77.40\|79.33\|73.86\|64350;2026-08-21\|91.16\|19.99\|76.03\|91.16\|76.01\|127822;2026-08-24\|89.10\|-2.26\|92.00\|94.00\|86.10\|115151;2026-08-25\|88.54\|-0.63\|88.66\|91.29\|83.34\|92023;2026-08-26\|86.98\|-1.76\|89.46\|90.44\|82.50\|85243;2026-08-27\|88.28\|1.49\|87.30\|89.89\|86.02\|102590;2026-08-28\|82.40\|-6.66\|86.50\|88.27\|82.01\|85546;2026-08-31\|85.99\|4.36\|79.95\|86.50\|79.71\|66137;2026-09-01\|80.60\|-6.27\|85.00\|85.98\|80.10\|59573;2026-09-02\|79.68\|-1.14\|79.01\|81.28\|78.60\|45070;2026-09-03\|79.43\|-0.31\|82.94\|83.95\|76.97\|56077;2026-09-04\|75.40\|-5.07\|80.98\|81.00\|74.60\|61554;2026-09-07\|79.75\|5.77\|77.98\|81.66\|76.88\|77969;2026-09-08\|79.40\|-0.44\|79.59\|82.19\|77.08\|60287;2026-09-09\|79.10\|-0.38\|80.14\|81.56\|77.91\|43464;2026-09-10\|79.50\|0.51\|78.39\|80.50\|77.26\|37845;2026-09-11\|76.93\|-3.23\|77.56\|78.45\|74.00\|55182;2026-09-14\|76.22\|-0.92\|75.00\|77.38\|73.28\|45979;2026-09-15\|80.35\|5.42\|75.40\|81.19\|75.40\|62140;2026-09-16\|82.82\|3.07\|80.30\|83.88\|79.30\|52995;2026-09-17\|82.55\|-0.33\|82.78\|83.60\|81.49\|48979;2026-09-18\|85.00\|2.97\|84.00\|85.78\|82.68\|55308;2026-09-21\|84.90\|-0.12\|85.43\|86.70\|83.78\|46288;2026-09-22\|83.56\|-1.58\|86.20\|87.39\|83.10\|43208;2026-09-23\|84.67\|1.33\|83.90\|85.15\|83.06\|38020;2026-09-24\|80.30\|-5.16\|83.97\|83.97\|79.58\|56258;2026-09-28\|74.37\|-7.38\|80.49\|80.99\|73.80\|49299;2026-09-29\|74.99\|0.83\|74.00\|76.00\|73.62\|34772;2026-09-30\|71.51\|-4.64\|75.00\|75.29\|71.30\|33062;2026-10-08\|74.91\|4.75\|72.85\|83.17\|72.85\|86921;2026-10-09\|73.05\|-2.48\|72.55\|74.01\|69.80\|71736;2026-10-12\|71.06\|-2.72\|72.99\|75.58\|70.09\|49782;2026-10-13\|73.01\|2.74\|68.00\|75.08\|66.66\|59840;2026-10-14\|70.10\|-3.99\|73.23\|73.23\|70.01\|32843;2026-10-15\|67.50\|-3.71\|67.09\|68.99\|66.00\|36761;2026-10-16\|68.44\|1.39\|69.99\|71.87\|67.80\|48980;2026-10-19\|67.20\|-1.81\|69.00\|69.80\|63.23\|43240;2026-10-20\|68.52\|1.96\|67.20\|71.43\|65.66\|41287;2026-10-21\|69.58\|1.55\|69.52\|72.03\|68.99\|31922;2026-10-22\|66.79\|-4.01\|70.00\|70.70\|66.19\|39508;2026-10-23\|64.14\|-3.97\|62.29\|64.50\|56.21\|103573;2026-10-26\|58.60\|-8.64\|61.60\|62.37\|58.10\|74171;2026-10-27\|54.31\|-7.32\|60.00\|60.50\|54.05\|58041;2026-10-28\|56.46\|3.96\|55.90\|57.13\|54.00\|67642;2026-10-29\|51.13\|-9.44\|55.00\|55.56\|51.03\|53139;2026-10-30\|47.89\|-6.34\|49.88\|52.49\|47.31\|62262;2026-11-02\|49.45\|3.26\|48.76\|50.64\|46.99\|61637;2026-11-03\|45.55\|-7.89\|48.48\|49.25\|45.02\|54061;2026-11-04\|52.78\|15.87\|45.58\|52.98\|44.50\|87952;2026-11-05\|53.05\|0.51\|50.05\|55.78\|50.05\|82820;2026-11-06\|50.33\|-5.13\|49.00\|52.53\|48.80\|56279;2026-11-09\|50.16\|-0.34\|51.69\|51.92\|49.90\|40441;2026-11-10\|51.68\|3.03\|52.00\|52.55\|51.19\|37149;2026-11-11\|54.02\|4.53\|51.60\|54.30\|51.44\|42988;2026-11-12\|54.69\|1.24\|55.00\|57.90\|54.02\|72351
121034	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|166301;2026-07-22\|357.00\|-2.58\|378.92\|387.32\|352.50\|159819;2026-07-23\|334.34\|-6.35\|360.00\|361.00\|330.01\|118148;2026-07-24\|357.42\|6.90\|327.00\|371.99\|321.11\|130844;2026-07-27\|389.43\|8.96\|348.01\|391.99\|348.01\|141749;2026-07-28\|369.00\|-5.25\|370.00\|399.90\|363.00\|136324;2026-07-29\|360.70\|-2.25\|367.28\|370.98\|329.00\|144697;2026-07-30\|323.15\|-10.41\|349.00\|359.80\|315.00\|150629;2026-07-31\|346.60\|7.26\|368.52\|378.20\|345.00\|138457;2026-08-03\|302.97\|-12.59\|339.54\|343.93\|300.80\|139242;2026-08-04\|317.98\|4.95\|304.49\|325.57\|297.33\|108258;2026-08-05\|341.60\|7.43\|318.23\|346.58\|314.68\|131967;2026-08-06\|345.00\|1.00\|329.01\|356.28\|327.01\|99940;2026-08-07\|351.00\|1.74\|345.67\|359.99\|333.09\|102931;2026-08-10\|362.45\|3.26\|352.00\|371.55\|346.36\|100263;2026-08-11\|348.30\|-3.90\|354.00\|365.59\|343.99\|76640;2026-08-12\|348.05\|-0.07\|348.00\|359.95\|340.14\|77872;2026-08-13\|336.21\|-3.40\|353.86\|358.00\|333.33\|113188;2026-08-14\|324.33\|-3.53\|339.00\|342.00\|315.55\|123978;2026-08-17\|368.70\|13.68\|329.87\|368.70\|324.33\|144280;2026-08-18\|371.96\|0.88\|364.61\|372.60\|358.42\|106198;2026-08-19\|342.00\|-8.05\|360.20\|368.00\|339.12\|103778;2026-08-20\|355.59\|3.97\|348.84\|367.00\|337.77\|105555;2026-08-21\|349.46\|-1.72\|358.93\|358.93\|342.00\|76081;2026-08-24\|349.50\|0.01\|350.08\|364.95\|342.40\|88844;2026-08-25\|338.99\|-3.01\|333.41\|346.90\|327.75\|87600;2026-08-26\|362.00\|6.79\|335.00\|371.95\|333.33\|106204;2026-08-27\|373.71\|3.23\|364.00\|374.60\|353.87\|86473;2026-08-28\|362.66\|-2.96\|369.95\|377.75\|361.13\|67935;2026-08-31\|365.99\|0.92\|355.41\|368.31\|345.01\|64899;2026-09-01\|349.26\|-4.57\|362.06\|366.00\|347.00\|52032;2026-09-02\|337.40\|-3.40\|344.08\|348.00\|333.61\|53968;2026-09-03\|320.87\|-4.90\|339.88\|344.50\|310.99\|88398;2026-09-04\|299.80\|-6.57\|325.65\|327.76\|297.00\|102410;2026-09-07\|314.15\|4.79\|305.00\|315.58\|299.40\|85269;2026-09-08\|315.55\|0.45\|313.00\|329.85\|308.00\|77756;2026-09-09\|309.17\|-2.02\|320.54\|322.00\|306.40\|48413;2026-09-10\|308.79\|-0.12\|308.00\|313.00\|301.00\|44225;2026-09-11\|304.68\|-1.33\|305.02\|306.95\|289.57\|71146;2026-09-14\|304.00\|-0.22\|299.43\|306.00\|292.66\|48057;2026-09-15\|309.79\|1.90\|303.00\|318.81\|297.38\|75865;2026-09-16\|338.00\|9.11\|310.08\|342.00\|309.65\|107362;2026-09-17\|358.71\|6.13\|344.76\|366.00\|339.90\|130442;2026-09-18\|386.36\|7.71\|365.86\|397.80\|360.99\|124959;2026-09-21\|386.99\|0.16\|388.00\|397.89\|381.01\|91912;2026-09-22\|378.84\|-2.11\|394.73\|395.00\|371.50\|86912;2026-09-23\|381.32\|0.65\|382.00\|386.99\|376.00\|55077;2026-09-24\|370.30\|-2.89\|380.34\|383.55\|369.08\|58700;2026-09-28\|361.24\|-2.45\|365.92\|377.35\|353.00\|86378;2026-09-29\|354.72\|-1.80\|368.46\|374.48\|352.14\|56088;2026-09-30\|349.09\|-1.59\|356.63\|367.12\|345.74\|53271;2026-10-08\|331.48\|-5.04\|349.09\|352.00\|325.14\|64740;2026-10-09\|341.88\|3.14\|330.00\|349.48\|316.41\|92331;2026-10-12\|345.65\|1.10\|336.15\|363.23\|335.10\|76762;2026-10-13\|366.51\|6.04\|338.64\|370.89\|326.00\|109706;2026-10-14\|347.32\|-5.24\|362.66\|368.06\|346.91\|64968;2026-10-15\|342.00\|-1.53\|335.18\|351.89\|330.00\|91090;2026-10-16\|336.00\|-1.75\|351.50\|354.50\|332.60\|74486;2026-10-19\|301.19\|-10.36\|328.00\|336.50\|301.01\|103144;2026-10-20\|282.00\|-6.37\|295.17\|298.99\|275.57\|135825;2026-10-21\|278.77\|-1.15\|283.13\|291.97\|276.00\|66591;2026-10-22\|259.33\|-6.97\|279.80\|281.00\|256.90\|88568;2026-10-23\|258.56\|-0.30\|254.22\|260.64\|242.00\|98989;2026-10-26\|246.28\|-4.75\|255.00\|256.04\|242.64\|80056;2026-10-27\|230.00\|-6.61\|252.00\|254.36\|225.72\|83037;2026-10-28\|245.00\|6.52\|233.43\|245.55\|228.00\|100506;2026-10-29\|228.27\|-6.83\|246.50\|246.50\|222.00\|99073;2026-10-30\|213.28\|-6.57\|213.27\|231.83\|210.00\|91169;2026-11-02\|223.51\|4.80\|217.55\|227.36\|210.72\|107861;2026-11-03\|205.62\|-8.00\|220.00\|220.00\|200.00\|98712;2026-11-04\|246.74\|20.00\|204.00\|246.74\|200.57\|143692;2026-11-05\|269.00\|9.02\|250.00\|295.80\|249.32\|250953;2026-11-06\|261.88\|-2.65\|266.31\|288.47\|250.50\|182191;2026-11-09\|256.77\|-1.95\|264.50\|265.00\|248.00\|105620;2026-11-10\|258.87\|0.82\|265.50\|269.55\|256.33\|92300;2026-11-11\|266.29\|2.87\|257.05\|268.66\|253.01\|79130;2026-11-12\|266.27\|-0.01\|263.00\|288.89\|263.00\|132484
121033	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228;2026-09-15\|152.71\|1.43\|150.00\|156.96\|149.50\|27680;2026-09-16\|159.99\|4.77\|153.60\|161.19\|151.88\|43762;2026-09-17\|158.59\|-0.88\|158.30\|164.10\|158.30\|32188;2026-09-18\|163.68\|3.21\|162.06\|164.58\|158.30\|43412;2026-09-21\|159.47\|-2.57\|164.80\|165.50\|159.11\|38607;2026-09-22\|159.87\|0.25\|163.00\|165.48\|159.09\|46268;2026-09-23\|158.73\|-0.71\|161.04\|161.49\|158.10\|22597;2026-09-24\|154.20\|-2.85\|157.75\|158.73\|154.15\|22309;2026-09-28\|143.65\|-6.84\|154.17\|154.17\|142.90\|31580;2026-09-29\|142.76\|-0.62\|143.20\|144.40\|141.18\|20250;2026-09-30\|139.46\|-2.31\|143.07\|144.00\|138.60\|17151;2026-10-08\|137.80\|-1.19\|139.74\|145.23\|136.53\|24276;2026-10-09\|132.50\|-3.85\|135.93\|136.50\|126.01\|39505;2026-10-12\|137.50\|3.77\|131.00\|142.34\|129.40\|50163;2026-10-13\|134.25\|-2.36\|132.65\|137.86\|128.88\|35198;2026-10-14\|127.14\|-5.30\|134.25\|134.28\|126.60\|32615;2026-10-15\|117.34\|-7.71\|120.00\|121.52\|115.97\|45787;2026-10-16\|115.67\|-1.42\|119.90\|121.51\|114.08\|49594;2026-10-19\|114.65\|-0.88\|113.35\|116.27\|109.90\|36111;2026-10-20\|114.77\|0.10\|113.66\|117.32\|112.98\|32953;2026-10-21\|114.25\|-0.45\|116.56\|117.60\|113.32\|26623;2026-10-22\|109.16\|-4.46\|114.05\|115.00\|109.00\|28764;2026-10-23\|110.16\|0.92\|106.43\|110.82\|100.88\|51951;2026-10-26\|104.69\|-4.97\|109.81\|109.81\|103.31\|29585;2026-10-27\|100.64\|-3.87\|106.65\|107.99\|100.62\|25487;2026-10-28\|104.65\|3.98\|103.00\|105.81\|101.03\|34707;2026-10-29\|101.69\|-2.83\|104.00\|104.58\|99.90\|41624;2026-10-30\|94.10\|-7.46\|94.00\|100.44\|93.59\|44054;2026-11-02\|96.81\|2.88\|95.54\|98.88\|92.94\|43881;2026-11-03\|90.25\|-6.78\|95.76\|96.00\|89.12\|44304;2026-11-04\|97.67\|8.22\|90.36\|98.30\|86.50\|67924;2026-11-05\|97.23\|-0.45\|93.71\|101.54\|93.65\|66354;2026-11-06\|93.52\|-3.82\|91.79\|95.05\|89.20\|55699;2026-11-09\|93.39\|-0.14\|95.88\|95.88\|91.68\|34768;2026-11-10\|93.96\|0.61\|95.80\|97.20\|93.39\|32483;2026-11-11\|98.00\|4.30\|93.95\|98.80\|93.30\|37819;2026-11-12\|96.48\|-1.55\|98.50\|102.50\|96.16\|46526
121032	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710;2026-09-15\|18.91\|0.96\|18.30\|19.56\|18.30\|2469253;2026-09-16\|20.23\|6.98\|18.78\|20.80\|18.77\|3552884;2026-09-17\|20.57\|1.68\|19.88\|20.89\|19.87\|3198977;2026-09-18\|20.46\|-0.53\|21.18\|21.20\|20.00\|3281159;2026-09-21\|20.30\|-0.78\|20.64\|20.78\|20.12\|2213526;2026-09-22\|19.87\|-2.12\|20.63\|20.72\|19.77\|2078343;2026-09-23\|20.59\|3.62\|20.10\|20.72\|19.45\|2591402;2026-09-24\|19.41\|-5.73\|20.17\|20.24\|19.40\|1544322;2026-09-28\|17.81\|-8.24\|19.01\|19.02\|17.70\|1525878;2026-09-29\|17.95\|0.79\|17.70\|18.14\|17.70\|941829;2026-09-30\|17.29\|-3.68\|18.21\|18.28\|17.28\|1029096;2026-10-08\|16.55\|-4.28\|17.28\|17.50\|16.41\|1060200;2026-10-09\|16.32\|-1.39\|16.51\|16.52\|15.27\|1357941;2026-10-12\|15.71\|-3.74\|16.18\|16.26\|15.62\|799988;2026-10-13\|15.81\|0.64\|15.07\|16.05\|14.71\|1046975;2026-10-14\|15.18\|-3.98\|15.81\|16.00\|15.16\|784277;2026-10-15\|14.34\|-5.53\|14.42\|14.83\|14.21\|1005558;2026-10-16\|14.63\|2.02\|14.69\|15.08\|14.38\|1221782;2026-10-19\|14.45\|-1.16\|14.55\|14.70\|13.88\|888296;2026-10-20\|14.59\|0.97\|14.63\|15.12\|14.43\|971948;2026-10-21\|14.97\|2.60\|14.74\|15.23\|14.62\|1340286;2026-10-22\|15.29\|2.14\|14.87\|15.56\|14.21\|1956221;2026-10-23\|15.08\|-1.37\|14.60\|15.27\|14.14\|1714576;2026-10-26\|13.93\|-7.63\|14.80\|14.80\|13.93\|1185059;2026-10-27\|13.28\|-4.67\|13.93\|14.20\|13.26\|1347990;2026-10-28\|13.71\|3.24\|13.50\|13.84\|13.25\|1309314;2026-10-29\|13.79\|0.58\|13.71\|14.50\|13.37\|1779780;2026-10-30\|12.81\|-7.11\|13.00\|13.89\|12.75\|1433723;2026-11-02\|12.99\|1.41\|12.94\|13.15\|12.50\|1294936;2026-11-03\|12.05\|-7.24\|12.86\|13.08\|12.05\|1415363;2026-11-04\|13.10\|8.71\|12.24\|13.20\|11.82\|2087898;2026-11-05\|13.22\|0.92\|12.70\|13.78\|12.70\|1808519;2026-11-06\|12.68\|-4.08\|12.59\|13.03\|12.43\|1034792;2026-11-09\|12.72\|0.32\|12.90\|13.07\|12.71\|790026;2026-11-10\|12.94\|1.73\|13.08\|13.16\|12.87\|781181;2026-11-11\|13.38\|3.40\|12.94\|13.44\|12.80\|1156818;2026-11-12\|13.16\|-1.64\|13.38\|13.96\|13.14\|1529784
121031	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474;2026-09-15\|30.04\|0.64\|29.51\|30.46\|29.51\|461589;2026-09-16\|31.34\|4.33\|30.00\|31.46\|29.82\|898402;2026-09-17\|31.99\|2.07\|31.00\|32.68\|31.00\|991117;2026-09-18\|32.77\|2.44\|32.50\|33.30\|31.77\|1111261;2026-09-21\|33.27\|1.53\|33.13\|34.00\|32.91\|1019942;2026-09-22\|33.40\|0.39\|33.85\|34.47\|33.21\|951527;2026-09-23\|33.67\|0.81\|33.53\|33.89\|32.90\|682969;2026-09-24\|32.72\|-2.82\|33.35\|33.58\|32.70\|488658;2026-09-28\|31.40\|-4.03\|32.68\|32.69\|31.27\|535880;2026-09-29\|31.84\|1.40\|31.40\|32.44\|31.06\|501170;2026-09-30\|30.75\|-3.42\|32.29\|32.30\|30.69\|420988;2026-10-08\|29.64\|-3.61\|30.90\|31.70\|29.39\|555388;2026-10-09\|29.09\|-1.86\|29.20\|29.52\|27.80\|671117;2026-10-12\|27.85\|-4.26\|28.76\|28.84\|27.80\|468803;2026-10-13\|27.75\|-0.36\|27.35\|28.11\|26.54\|547591;2026-10-14\|26.83\|-3.32\|27.52\|27.77\|26.80\|350416;2026-10-15\|25.95\|-3.28\|25.91\|26.33\|25.65\|528355;2026-10-16\|25.65\|-1.16\|26.38\|26.50\|25.38\|453012;2026-10-19\|25.50\|-0.58\|25.36\|25.77\|24.88\|436500;2026-10-20\|25.91\|1.61\|25.35\|26.27\|25.31\|474681;2026-10-21\|25.81\|-0.39\|26.10\|26.38\|25.70\|420307;2026-10-22\|25.65\|-0.62\|25.85\|26.30\|25.24\|557537;2026-10-23\|26.28\|2.46\|24.91\|26.40\|24.29\|652151;2026-10-26\|24.95\|-5.06\|25.88\|25.88\|24.90\|516473;2026-10-27\|24.11\|-3.37\|25.31\|25.41\|24.11\|384430;2026-10-28\|25.07\|3.98\|24.56\|25.28\|24.37\|496880;2026-10-29\|24.18\|-3.55\|24.76\|24.88\|24.17\|400857;2026-10-30\|22.88\|-5.38\|23.50\|24.21\|22.81\|505625;2026-11-02\|23.14\|1.14\|23.30\|23.46\|22.51\|483955;2026-11-03\|22.39\|-3.24\|22.80\|23.27\|22.22\|503234;2026-11-04\|24.19\|8.04\|22.50\|24.25\|22.35\|711080;2026-11-05\|24.56\|1.53\|23.60\|25.07\|23.56\|707158;2026-11-06\|23.77\|-3.22\|23.40\|24.24\|23.21\|451768;2026-11-09\|23.54\|-0.97\|24.12\|24.18\|23.53\|332981;2026-11-10\|23.97\|1.83\|24.05\|24.28\|23.83\|360389;2026-11-11\|24.44\|1.96\|23.78\|24.56\|23.73\|426487;2026-11-12\|23.93\|-2.09\|24.45\|25.10\|23.88\|584785
121030	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|806857;2026-07-13\|19.98\|-8.14\|21.33\|21.98\|19.77\|717974;2026-07-14\|19.15\|-4.15\|19.88\|20.23\|18.30\|572087;2026-07-15\|17.99\|-6.06\|19.15\|19.50\|17.73\|498344;2026-07-16\|16.79\|-6.67\|17.69\|18.23\|16.62\|559714;2026-07-17\|15.32\|-8.76\|16.77\|16.79\|15.02\|551514;2026-07-20\|14.08\|-8.09\|15.54\|15.74\|13.43\|738392;2026-07-21\|16.90\|20.03\|14.09\|16.90\|14.04\|762985;2026-07-22\|17.55\|3.85\|16.90\|18.50\|16.90\|1115126;2026-07-23\|16.65\|-5.13\|17.72\|17.74\|16.45\|537474;2026-07-24\|16.40\|-1.50\|16.41\|16.82\|16.21\|438086;2026-07-27\|16.55\|0.91\|16.65\|16.98\|15.58\|445575;2026-07-28\|15.44\|-6.71\|16.31\|16.45\|15.28\|487501;2026-07-29\|15.88\|2.85\|15.41\|16.00\|14.86\|530675;2026-07-30\|14.64\|-7.81\|15.72\|15.79\|14.47\|495402;2026-07-31\|14.92\|1.91\|15.89\|16.03\|14.86\|523407;2026-08-03\|14.38\|-3.62\|14.75\|14.88\|14.30\|366354;2026-08-04\|14.96\|4.03\|14.56\|15.19\|14.41\|347920;2026-08-05\|15.65\|4.61\|14.89\|15.84\|14.85\|455994;2026-08-06\|15.85\|1.28\|15.49\|16.08\|15.40\|551648;2026-08-07\|16.39\|3.41\|15.72\|16.42\|15.56\|498340;2026-08-10\|16.19\|-1.22\|16.30\|16.39\|15.77\|365636;2026-08-11\|16.24\|0.31\|16.00\|16.52\|15.90\|329584;2026-08-12\|16.15\|-0.55\|16.28\|16.34\|15.96\|309820;2026-08-13\|15.83\|-1.98\|16.25\|16.43\|15.80\|369834;2026-08-14\|16.18\|2.21\|15.95\|16.26\|15.85\|269331;2026-08-17\|17.15\|6.00\|16.20\|17.33\|16.02\|460305;2026-08-18\|17.11\|-0.23\|17.03\|17.25\|16.52\|482184;2026-08-19\|15.91\|-7.01\|16.62\|17.09\|15.87\|426476;2026-08-20\|15.99\|0.50\|16.18\|16.34\|15.82\|240956;2026-08-21\|15.85\|-0.88\|15.88\|16.18\|15.65\|231196;2026-08-24\|15.28\|-3.60\|15.70\|15.85\|14.97\|259449;2026-08-25\|15.26\|-0.13\|15.03\|15.33\|14.66\|194323;2026-08-26\|15.10\|-1.05\|15.22\|15.37\|14.99\|160350;2026-08-27\|15.66\|3.71\|15.19\|15.74\|15.12\|226205;2026-08-28\|14.93\|-4.66\|15.28\|15.46\|14.86\|347482;2026-08-31\|15.16\|1.54\|14.68\|15.17\|14.55\|230342;2026-09-01\|14.81\|-2.31\|15.15\|15.16\|14.77\|206531;2026-09-02\|14.52\|-1.96\|14.68\|14.78\|14.48\|162364;2026-09-03\|14.60\|0.55\|14.63\|14.78\|14.40\|146836;2026-09-04\|14.30\|-2.05\|14.69\|14.84\|14.20\|206536;2026-09-07\|14.17\|-0.91\|14.42\|14.51\|14.05\|253907;2026-09-08\|14.09\|-0.56\|14.18\|14.32\|14.04\|167457;2026-09-09\|14.02\|-0.50\|14.15\|14.23\|13.97\|144840;2026-09-10\|14.01\|-0.07\|13.93\|14.16\|13.81\|138555;2026-09-11\|13.88\|-0.93\|13.86\|13.92\|13.48\|219707;2026-09-14\|13.90\|0.14\|13.85\|13.98\|13.64\|113768;2026-09-15\|14.04\|1.01\|13.83\|14.14\|13.79\|189216;2026-09-16\|14.41\|2.64\|14.03\|14.51\|13.97\|248866;2026-09-17\|14.39\|-0.14\|14.31\|14.66\|14.13\|220211;2026-09-18\|14.92\|3.68\|14.55\|15.10\|14.49\|321884;2026-09-21\|14.79\|-0.87\|15.00\|15.11\|14.69\|285060;2026-09-22\|14.84\|0.34\|14.95\|15.08\|14.74\|284524;2026-09-23\|14.74\|-0.67\|14.85\|14.89\|14.66\|187226;2026-09-24\|14.39\|-2.37\|14.74\|14.77\|14.38\|166844;2026-09-28\|13.81\|-4.03\|14.33\|14.40\|13.67\|211185;2026-09-29\|14.05\|1.74\|13.83\|14.20\|13.77\|134914;2026-09-30\|13.95\|-0.71\|14.19\|14.19\|13.88\|151565;2026-10-08\|13.16\|-5.66\|13.99\|14.08\|13.01\|306246;2026-10-09\|13.08\|-0.61\|13.15\|13.19\|12.66\|241363;2026-10-12\|12.60\|-3.67\|13.00\|13.00\|12.50\|210273;2026-10-13\|12.49\|-0.87\|12.36\|12.57\|12.02\|201728;2026-10-14\|12.19\|-2.40\|12.50\|12.52\|12.15\|122376;2026-10-15\|11.91\|-2.30\|11.90\|12.12\|11.71\|208996;2026-10-16\|11.97\|0.50\|12.15\|12.28\|11.87\|141778;2026-10-19\|12.48\|4.26\|12.00\|12.56\|11.96\|170046;2026-10-20\|12.75\|2.16\|12.35\|12.79\|12.30\|164268;2026-10-21\|12.71\|-0.31\|12.77\|12.90\|12.64\|139479;2026-10-22\|12.70\|-0.08\|12.67\|13.00\|12.61\|188393;2026-10-23\|13.20\|3.94\|12.57\|13.28\|12.44\|234338;2026-10-26\|12.96\|-1.82\|13.12\|13.24\|12.94\|149670;2026-10-27\|12.48\|-3.70\|13.10\|13.23\|12.44\|132625;2026-10-28\|12.56\|0.64\|12.68\|12.81\|12.52\|140398;2026-10-29\|12.32\|-1.91\|12.52\|12.55\|12.21\|165680;2026-10-30\|11.92\|-3.25\|12.11\|12.49\|11.92\|171045;2026-11-02\|13.46\|12.92\|12.79\|13.75\|12.60\|438425;2026-11-03\|13.63\|1.26\|13.30\|13.93\|13.25\|337344;2026-11-04\|14.19\|4.11\|13.69\|14.33\|13.41\|359907;2026-11-05\|14.16\|-0.21\|13.85\|14.40\|13.80\|273559;2026-11-06\|13.87\|-2.05\|13.45\|14.29\|13.45\|248220;2026-11-09\|13.86\|-0.07\|14.00\|14.25\|13.86\|139270;2026-11-10\|14.24\|2.74\|14.18\|14.46\|14.02\|150921;2026-11-11\|14.21\|-0.21\|14.17\|14.36\|14.08\|132407;2026-11-12\|13.80\|-2.89\|14.17\|14.32\|13.78\|204438
121029	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.20\|-2.92\|53.50\|53.50\|50.55\|111617;2026-09-14\|53.16\|1.84\|51.76\|53.70\|51.00\|94169;2026-09-15\|53.47\|0.58\|52.75\|54.55\|52.66\|67696;2026-09-16\|56.60\|5.85\|54.00\|57.09\|53.08\|145374;2026-09-17\|59.23\|4.65\|58.14\|61.50\|57.60\|236311;2026-09-18\|62.85\|6.11\|60.48\|64.54\|59.80\|273855;2026-09-21\|61.52\|-2.12\|63.00\|63.60\|61.17\|180679;2026-09-22\|60.45\|-1.74\|62.38\|62.83\|60.12\|133298;2026-09-23\|62.38\|3.19\|60.62\|63.75\|60.16\|195073;2026-09-24\|59.70\|-4.30\|61.30\|62.30\|59.66\|117341;2026-09-28\|56.79\|-4.87\|59.11\|59.90\|55.75\|121988;2026-09-29\|56.12\|-1.18\|56.07\|57.80\|55.29\|87953;2026-09-30\|54.00\|-3.78\|56.41\|56.60\|53.96\|81015;2026-10-08\|50.18\|-7.07\|54.02\|55.55\|49.78\|128102;2026-10-09\|49.80\|-0.76\|50.16\|50.62\|47.00\|141912;2026-10-12\|47.49\|-4.64\|48.79\|49.19\|47.28\|107889;2026-10-13\|46.78\|-1.50\|45.57\|47.79\|44.86\|115014;2026-10-14\|45.21\|-3.36\|46.70\|47.09\|45.03\|92237;2026-10-15\|42.74\|-5.46\|43.80\|44.50\|42.28\|116659;2026-10-16\|41.75\|-2.32\|44.40\|44.64\|41.24\|114745;2026-10-19\|41.65\|-0.24\|41.45\|42.20\|39.80\|116143;2026-10-20\|42.69\|2.50\|41.55\|43.67\|41.37\|119549;2026-10-21\|42.25\|-1.03\|43.54\|43.58\|41.93\|106084;2026-10-22\|40.36\|-4.47\|42.77\|42.77\|39.72\|166097;2026-10-23\|40.26\|-0.25\|39.76\|40.73\|37.09\|303159;2026-10-26\|38.98\|-3.18\|39.80\|40.88\|38.72\|183848;2026-10-27\|36.85\|-5.46\|39.60\|40.00\|36.85\|140888;2026-10-28\|39.37\|6.84\|37.58\|40.20\|37.22\|172856;2026-10-29\|37.95\|-3.61\|40.16\|40.30\|37.87\|141251;2026-10-30\|36.17\|-4.69\|37.00\|38.50\|36.16\|159169;2026-11-02\|37.04\|2.41\|37.59\|37.89\|36.33\|156632;2026-11-03\|35.13\|-5.16\|37.00\|37.00\|34.81\|170793;2026-11-04\|38.64\|9.99\|35.40\|38.64\|35.21\|347570;2026-11-05\|40.96\|6.00\|40.48\|42.50\|40.35\|471486;2026-11-06\|39.35\|-3.93\|39.11\|41.09\|39.03\|296234;2026-11-09\|38.94\|-1.04\|39.90\|39.96\|38.80\|190285;2026-11-10\|39.42\|1.23\|39.97\|40.35\|39.18\|192545;2026-11-11\|40.62\|3.04\|39.01\|40.85\|38.88\|207810;2026-11-12\|39.73\|-2.19\|40.63\|41.84\|39.52\|257198
121028	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：公司光刻机平行光源系统已交付用于芯片光刻工序，具备大孔径光学镜头量产能力；涨停缘由：国产光刻机加速突破背景下，核心光学部件供应商迎来战略价值重估；资金逻辑：半导体设备链向高壁垒零部件扩散，次新股叠加技术验证落地获资金快速响应；风险提示：光刻相关业务营收占比小、客户集中度高、研发投入转化周期长	公司已具备提供光刻机配套的大孔径光学镜头的能力；成功开发的光刻机平行光源系统可用于国产光刻机领域配套，并已交付多套系统用于接近式掩膜芯片光刻工序	2026-07-03\|106.54\|-5.09\|113.36\|115.03\|106.20\|70437;2026-07-06\|101.20\|-5.01\|108.00\|109.99\|99.17\|66747;2026-07-07\|97.85\|-3.31\|101.15\|101.18\|95.71\|48206;2026-07-08\|97.72\|-0.13\|98.36\|101.08\|93.00\|54607;2026-07-09\|101.80\|4.18\|98.00\|101.80\|94.81\|64734;2026-07-10\|103.93\|2.09\|102.14\|116.69\|100.80\|108280;2026-07-13\|93.70\|-9.84\|103.16\|105.00\|93.20\|64997;2026-07-14\|91.78\|-2.05\|97.60\|97.65\|87.58\|61790;2026-07-15\|83.38\|-9.15\|92.90\|93.90\|82.59\|63580;2026-07-16\|77.05\|-7.59\|80.90\|82.36\|76.45\|58427;2026-07-17\|67.29\|-12.67\|75.89\|77.00\|67.02\|57685;2026-07-20\|58.53\|-13.02\|69.01\|70.08\|56.78\|73440;2026-07-21\|70.24\|20.01\|61.05\|70.24\|57.01\|93641;2026-07-22\|68.30\|-2.76\|70.27\|71.75\|67.30\|93718;2026-07-23\|67.08\|-1.79\|68.30\|69.01\|65.80\|51460;2026-07-24\|66.33\|-1.12\|66.41\|68.20\|65.12\|45666;2026-07-27\|68.43\|3.17\|66.16\|68.44\|63.98\|53136;2026-07-28\|82.12\|20.01\|82.12\|82.12\|82.12\|45116;2026-07-29\|75.30\|-8.30\|81.30\|81.30\|71.00\|159705;2026-07-30\|66.68\|-11.45\|70.41\|75.27\|66.61\|120751;2026-07-31\|67.40\|1.08\|71.00\|72.30\|67.13\|107535;2026-08-03\|62.88\|-6.71\|66.56\|66.83\|62.33\|78420;2026-08-04\|68.18\|8.43\|64.30\|68.47\|62.60\|87548;2026-08-05\|72.82\|6.81\|67.00\|72.97\|66.66\|91488;2026-08-06\|75.07\|3.09\|70.95\|75.50\|70.81\|87400;2026-08-07\|77.51\|3.25\|74.91\|78.11\|73.71\|78767;2026-08-10\|78.60\|1.41\|77.98\|78.75\|76.20\|65539;2026-08-11\|78.28\|-0.41\|78.00\|80.00\|76.66\|53410;2026-08-12\|81.66\|4.32\|78.99\|82.58\|78.56\|70765;2026-08-13\|79.31\|-2.88\|83.00\|83.12\|79.19\|60403;2026-08-14\|80.58\|1.60\|80.12\|80.88\|78.70\|43471;2026-08-17\|82.63\|2.54\|81.39\|82.63\|80.25\|46655;2026-08-18\|82.55\|-0.10\|82.01\|84.34\|80.88\|54424;2026-08-19\|76.80\|-6.97\|79.79\|81.34\|76.36\|51163;2026-08-20\|76.55\|-0.33\|78.48\|78.51\|75.63\|36386;2026-08-21\|76.80\|0.33\|76.24\|78.87\|74.47\|37567;2026-08-24\|76.55\|-0.33\|78.00\|78.00\|74.61\|43901;2026-08-25\|76.43\|-0.16\|75.55\|76.96\|72.85\|34178;2026-08-26\|76.00\|-0.56\|76.00\|77.50\|74.51\|30231;2026-08-27\|79.85\|5.07\|75.88\|80.48\|75.55\|35167;2026-08-28\|78.98\|-1.09\|79.59\|82.27\|78.88\|35122;2026-08-31\|80.38\|1.77\|77.00\|80.49\|77.00\|29829;2026-09-01\|77.42\|-3.68\|80.91\|82.41\|77.00\|33007;2026-09-02\|77.04\|-0.49\|76.26\|78.43\|75.20\|30587;2026-09-03\|77.33\|0.38\|77.51\|78.28\|75.95\|24007;2026-09-04\|74.18\|-4.07\|77.32\|78.66\|73.60\|32409;2026-09-07\|76.62\|3.29\|74.90\|77.15\|74.00\|32071;2026-09-08\|76.42\|-0.26\|76.29\|77.99\|74.91\|38718;2026-09-09\|75.80\|-0.81\|76.80\|78.43\|75.15\|32708;2026-09-10\|74.46\|-1.77\|74.61\|75.84\|74.21\|19541;2026-09-11\|72.37\|-2.81\|73.49\|74.00\|70.00\|27418;2026-09-14\|73.95\|2.18\|71.30\|74.30\|70.62\|25659;2026-09-15\|74.50\|0.74\|73.00\|75.60\|72.80\|22542;2026-09-16\|79.64\|6.90\|74.00\|80.10\|73.60\|45113;2026-09-17\|79.10\|-0.68\|79.00\|80.45\|77.95\|35515;2026-09-18\|81.40\|2.91\|80.12\|81.77\|79.15\|41202;2026-09-21\|81.05\|-0.43\|81.00\|82.55\|80.01\|27357;2026-09-22\|80.42\|-0.78\|81.89\|82.94\|80.10\|27657;2026-09-23\|80.88\|0.70\|80.89\|81.50\|80.00\|21647;2026-09-24\|78.84\|-2.52\|79.99\|80.88\|78.71\|18829;2026-09-28\|73.14\|-7.23\|78.15\|78.80\|72.02\|31944;2026-09-29\|73.55\|0.56\|72.70\|74.08\|72.45\|18248;2026-09-30\|71.37\|-2.96\|73.77\|74.75\|71.06\|20641;2026-10-08\|68.05\|-4.65\|71.37\|72.29\|67.08\|25580;2026-10-09\|63.63\|-6.50\|64.32\|65.32\|59.80\|63053;2026-10-12\|62.80\|-1.30\|62.52\|64.19\|60.65\|38689;2026-10-13\|62.64\|-0.25\|60.60\|63.77\|58.30\|35812;2026-10-14\|59.50\|-5.01\|62.00\|62.98\|59.41\|26976;2026-10-15\|56.60\|-4.87\|57.83\|58.10\|55.81\|29738;2026-10-16\|55.37\|-2.17\|58.00\|58.49\|54.99\|32360;2026-10-19\|55.47\|0.18\|54.50\|55.94\|53.00\|29556;2026-10-20\|57.49\|3.64\|54.99\|59.25\|54.61\|34270;2026-10-21\|56.97\|-0.90\|57.60\|58.66\|56.68\|24692;2026-10-22\|54.80\|-3.81\|57.27\|58.26\|54.76\|25918;2026-10-23\|56.06\|2.30\|53.51\|56.48\|50.29\|40735;2026-10-26\|56.29\|0.41\|56.10\|57.95\|55.26\|41964;2026-10-27\|56.30\|0.02\|57.00\|59.86\|56.25\|57015;2026-10-28\|60.21\|6.94\|57.07\|61.25\|55.80\|71565;2026-10-29\|56.50\|-6.16\|59.88\|59.88\|56.50\|47067;2026-10-30\|53.58\|-5.17\|54.03\|57.56\|53.55\|37296;2026-11-02\|55.77\|4.09\|53.84\|56.55\|52.85\|40739;2026-11-03\|52.76\|-5.40\|54.71\|55.56\|52.33\|36967;2026-11-04\|57.55\|9.08\|52.76\|57.78\|51.98\|51329;2026-11-05\|58.51\|1.67\|56.30\|59.89\|56.05\|41056;2026-11-06\|56.44\|-3.54\|55.55\|57.81\|55.31\|30732;2026-11-09\|57.53\|1.93\|58.04\|58.74\|56.98\|30468;2026-11-10\|59.92\|4.15\|58.68\|60.29\|57.95\|37583;2026-11-11\|61.81\|3.15\|60.01\|62.44\|60.00\|50893;2026-11-12\|62.09\|0.45\|61.63\|65.48\|61.50\|51410
121027	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|225057;2026-07-13\|325.51\|0.28\|314.05\|338.75\|314.05\|195611;2026-07-14\|309.00\|-5.07\|315.00\|331.97\|285.11\|253766;2026-07-15\|289.98\|-6.16\|313.00\|316.60\|282.83\|177745;2026-07-16\|258.43\|-10.88\|282.49\|287.99\|257.00\|161425;2026-07-17\|241.67\|-6.49\|258.43\|265.50\|240.88\|197791;2026-07-20\|227.97\|-5.67\|247.00\|252.99\|221.02\|190285;2026-07-21\|273.56\|20.00\|235.00\|273.56\|216.00\|223653;2026-07-22\|273.00\|-0.20\|265.00\|284.11\|260.01\|215947;2026-07-23\|258.55\|-5.29\|275.13\|279.87\|255.01\|151526;2026-07-24\|263.90\|2.07\|253.77\|277.25\|250.00\|155144;2026-07-27\|271.50\|2.88\|261.28\|278.88\|252.50\|149470;2026-07-28\|258.00\|-4.97\|269.36\|273.00\|256.01\|145656;2026-07-29\|268.70\|4.15\|258.12\|268.76\|236.46\|192805;2026-07-30\|268.28\|-0.16\|262.00\|283.99\|247.06\|203702;2026-07-31\|256.98\|-4.21\|300.00\|300.68\|255.11\|227906;2026-08-03\|226.99\|-11.67\|248.00\|249.60\|222.20\|204307;2026-08-04\|228.11\|0.49\|227.36\|236.16\|222.50\|170245;2026-08-05\|243.00\|6.53\|225.00\|247.00\|223.50\|203469;2026-08-06\|244.60\|0.66\|235.00\|250.00\|230.20\|154731;2026-08-07\|259.30\|6.01\|244.57\|261.50\|240.80\|148798;2026-08-10\|263.53\|1.63\|259.30\|272.85\|255.00\|125574;2026-08-11\|268.33\|1.82\|258.31\|278.50\|258.23\|161337;2026-08-12\|273.33\|1.86\|269.91\|273.60\|265.38\|110882;2026-08-13\|262.99\|-3.78\|276.01\|279.00\|262.00\|108084;2026-08-14\|263.42\|0.16\|266.90\|268.33\|258.80\|86450;2026-08-17\|277.44\|5.32\|263.42\|278.93\|258.80\|111776;2026-08-18\|288.68\|4.05\|277.34\|289.35\|274.06\|117511;2026-08-19\|271.54\|-5.94\|280.00\|288.59\|266.00\|135126;2026-08-20\|280.50\|3.30\|275.00\|283.50\|271.55\|94649;2026-08-21\|271.70\|-3.14\|278.35\|280.50\|268.76\|79949;2026-08-24\|266.66\|-1.85\|273.00\|275.00\|261.00\|81756;2026-08-25\|262.50\|-1.56\|264.07\|268.18\|254.07\|87603;2026-08-26\|262.18\|-0.12\|262.00\|266.48\|255.55\|67946;2026-08-27\|267.10\|1.88\|263.88\|272.24\|260.36\|83139;2026-08-28\|260.52\|-2.46\|264.00\|272.00\|260.20\|60534;2026-08-31\|260.64\|0.05\|254.60\|261.70\|248.90\|84835;2026-09-01\|253.88\|-2.59\|259.95\|263.47\|252.00\|64951;2026-09-02\|250.38\|-1.38\|249.10\|254.00\|245.00\|59418;2026-09-03\|250.25\|-0.05\|252.11\|254.67\|249.36\|50340;2026-09-04\|243.49\|-2.70\|254.63\|257.84\|241.30\|68492;2026-09-07\|246.20\|1.11\|245.01\|252.85\|240.11\|82077;2026-09-08\|242.00\|-1.71\|246.89\|248.88\|241.11\|55935;2026-09-09\|240.30\|-0.70\|246.84\|246.84\|239.40\|49200;2026-09-10\|243.76\|1.44\|238.60\|246.38\|235.41\|54878;2026-09-11\|237.11\|-2.73\|243.50\|244.70\|230.36\|76262;2026-09-14\|235.17\|-0.82\|233.40\|238.50\|231.00\|49944;2026-09-15\|255.50\|8.64\|233.52\|261.45\|232.69\|108904;2026-09-16\|266.47\|4.29\|257.00\|268.00\|255.57\|118866;2026-09-17\|265.00\|-0.55\|266.00\|269.76\|262.00\|72686;2026-09-18\|263.43\|-0.59\|270.00\|275.71\|252.99\|162467;2026-09-21\|257.60\|-2.21\|263.98\|268.88\|255.57\|109449;2026-09-22\|254.95\|-1.03\|261.11\|263.50\|254.00\|80266;2026-09-23\|254.01\|-0.37\|256.08\|257.83\|253.01\|49481;2026-09-24\|247.17\|-2.69\|252.60\|255.13\|246.00\|51730;2026-09-28\|234.24\|-5.23\|246.88\|248.86\|233.01\|90264;2026-09-29\|233.00\|-0.53\|235.00\|235.79\|227.60\|81027;2026-09-30\|227.43\|-2.39\|235.00\|238.97\|226.00\|65765;2026-10-08\|222.30\|-2.26\|228.85\|230.58\|220.16\|73883;2026-10-09\|225.37\|1.38\|220.00\|227.64\|213.01\|104794;2026-10-12\|229.00\|1.61\|222.02\|235.32\|220.11\|90303;2026-10-13\|233.15\|1.81\|226.53\|238.32\|217.51\|97365;2026-10-14\|229.67\|-1.49\|231.11\|238.78\|228.00\|64313;2026-10-15\|243.60\|6.07\|225.02\|244.88\|215.02\|123175;2026-10-16\|247.88\|1.76\|245.00\|255.80\|240.11\|107522;2026-10-19\|229.56\|-7.39\|247.80\|247.80\|229.00\|113077;2026-10-20\|218.51\|-4.81\|225.02\|232.55\|215.55\|113495;2026-10-21\|215.03\|-1.59\|222.98\|224.51\|213.50\|75247;2026-10-22\|208.18\|-3.19\|215.98\|218.24\|208.00\|85084;2026-10-23\|203.97\|-2.02\|208.24\|208.47\|197.66\|107692;2026-10-26\|196.96\|-3.44\|201.00\|202.53\|196.10\|70699;2026-10-27\|180.56\|-8.33\|200.00\|201.06\|179.66\|105338;2026-10-28\|181.69\|0.63\|184.16\|185.90\|177.52\|98897;2026-10-29\|176.93\|-2.62\|181.00\|185.56\|174.00\|87319;2026-10-30\|163.45\|-7.62\|169.95\|172.80\|163.00\|104880;2026-11-02\|173.89\|6.39\|166.72\|177.00\|160.56\|121082;2026-11-03\|166.13\|-4.46\|173.89\|174.00\|163.91\|121025;2026-11-04\|195.98\|17.97\|166.13\|198.88\|164.07\|200699;2026-11-05\|200.84\|2.48\|185.56\|217.34\|182.15\|224545;2026-11-06\|200.80\|-0.02\|199.00\|210.69\|190.00\|157391;2026-11-09\|201.34\|0.27\|202.00\|205.00\|199.40\|80454;2026-11-10\|202.58\|0.62\|207.00\|208.70\|202.02\|71234;2026-11-11\|204.25\|0.82\|200.00\|205.99\|196.53\|93205;2026-11-12\|202.50\|-0.86\|204.73\|216.00\|201.12\|122198
121026	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|620.88\|-1.60\|618.00\|625.88\|602.25\|42640;2026-09-14\|601.00\|-3.20\|607.77\|614.08\|598.53\|36746;2026-09-15\|649.00\|7.99\|590.00\|655.55\|588.09\|70886;2026-09-16\|679.54\|4.71\|653.94\|685.77\|650.03\|70432;2026-09-17\|694.00\|2.13\|674.99\|704.90\|672.00\|53459;2026-09-18\|720.06\|3.75\|706.00\|729.88\|692.01\|64691;2026-09-21\|725.81\|0.80\|725.00\|737.00\|710.00\|41462;2026-09-22\|722.46\|-0.46\|735.80\|743.00\|717.00\|39231;2026-09-23\|730.30\|1.09\|726.66\|745.00\|715.80\|38387;2026-09-24\|700.90\|-4.03\|722.68\|732.00\|698.00\|40436;2026-09-28\|653.80\|-6.72\|703.00\|704.05\|651.87\|55094;2026-09-29\|656.68\|0.44\|664.59\|677.77\|645.05\|35385;2026-09-30\|640.00\|-2.54\|663.00\|675.00\|635.73\|33878;2026-10-08\|616.07\|-3.74\|640.45\|648.88\|608.00\|44937;2026-10-09\|616.25\|0.03\|607.00\|624.93\|580.01\|52733;2026-10-12\|633.00\|2.78\|610.00\|656.93\|596.00\|49888;2026-10-13\|654.23\|3.35\|606.97\|673.68\|606.97\|73886;2026-10-14\|628.87\|-3.88\|650.76\|660.99\|626.34\|45697;2026-10-15\|645.00\|2.56\|600.00\|654.74\|600.00\|61634;2026-10-16\|663.00\|2.79\|650.00\|675.50\|639.33\|66260;2026-10-19\|571.00\|-13.88\|651.73\|657.00\|570.00\|87063;2026-10-20\|546.00\|-4.38\|564.94\|578.32\|535.35\|81322;2026-10-21\|533.00\|-2.38\|550.00\|558.20\|528.00\|55706;2026-10-22\|509.93\|-4.33\|536.33\|538.95\|508.02\|57722;2026-10-23\|513.80\|0.76\|497.86\|516.72\|485.00\|67734;2026-10-26\|490.41\|-4.55\|507.00\|507.88\|486.87\|48594;2026-10-27\|454.10\|-7.40\|500.00\|504.90\|450.90\|64346;2026-10-28\|462.35\|1.82\|461.27\|475.00\|446.00\|67237;2026-10-29\|440.19\|-4.79\|468.00\|472.99\|438.00\|57895;2026-10-30\|407.73\|-7.37\|424.77\|434.80\|405.39\|60048;2026-11-02\|425.01\|4.24\|420.00\|434.80\|401.20\|79295;2026-11-03\|406.49\|-4.36\|420.00\|429.99\|396.11\|71937;2026-11-04\|487.79\|20.00\|410.21\|487.79\|396.04\|107620;2026-11-05\|502.84\|3.09\|485.00\|528.35\|484.08\|132955;2026-11-06\|497.00\|-1.16\|480.00\|513.50\|466.66\|91628;2026-11-09\|488.00\|-1.81\|497.00\|508.00\|485.61\|54701;2026-11-10\|496.44\|1.73\|500.00\|506.99\|487.00\|52985;2026-11-11\|508.00\|2.33\|493.28\|509.00\|480.03\|57359;2026-11-12\|512.81\|0.95\|506.87\|542.00\|504.25\|81195
121025	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	晶圆代工+存储芯片+并购重组获批+上海国资行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年5月28日业绩说明会，公司NOR闪存供应偏紧，已推进一轮提价且效果尚未完全反映；据公司招股书，公司独立式非易失性存储器平台代工产品包括NOR Flash与EEPROM。 2、据2026年5月28日业绩说明会，公司是全球领先的特色工艺纯晶圆代工企业，2026年第一季度MCU、独立式闪存及BCD工艺产品增长显著，归母净利润同比大增513.1%。 3、据2026年7月9日公告，公司发行股份购买华力微97.4988%股权并募集配套资金事项，已获得中国证监会同意注册批复。 4、据2026年7月9日重组报告书，公司最终控制人为上海市国有资产监督管理委员会。	公司位居全球纯晶圆代工企业第五位，在中国大陆企业中排名第二	2026-07-03\|285.00\|0.18\|288.00\|300.54\|280.01\|212776;2026-07-06\|309.68\|8.66\|293.66\|319.95\|280.00\|264724;2026-07-07\|324.00\|4.62\|308.04\|335.00\|300.10\|223255;2026-07-08\|358.40\|10.62\|327.68\|377.00\|317.00\|288283;2026-07-09\|400.50\|11.75\|365.00\|401.00\|348.30\|305752;2026-07-10\|369.87\|-7.65\|393.03\|407.98\|368.00\|306079;2026-07-13\|350.00\|-5.37\|360.00\|385.93\|344.80\|262557;2026-07-14\|352.59\|0.74\|355.03\|365.22\|324.00\|276522;2026-07-15\|331.42\|-6.00\|352.59\|359.53\|328.38\|230352;2026-07-16\|327.85\|-1.08\|322.40\|351.84\|306.55\|242312;2026-07-17\|309.00\|-5.75\|321.90\|346.66\|307.89\|349423;2026-07-20\|331.48\|7.28\|321.00\|334.99\|303.78\|330980;2026-07-21\|397.78\|20.00\|338.50\|397.78\|335.00\|354066;2026-07-22\|390.06\|-1.94\|388.51\|413.13\|378.00\|339940;2026-07-23\|341.00\|-12.58\|383.96\|389.50\|331.12\|377488;2026-07-24\|329.90\|-3.26\|327.11\|350.68\|322.00\|211719;2026-07-27\|308.40\|-6.52\|319.06\|327.00\|291.00\|309778;2026-07-28\|281.00\|-8.88\|295.00\|316.50\|276.99\|285099;2026-07-29\|270.20\|-3.84\|283.92\|286.58\|253.00\|329613;2026-07-30\|230.00\|-14.88\|265.50\|267.33\|229.50\|339885;2026-07-31\|237.90\|3.43\|259.79\|264.79\|237.21\|275114;2026-08-03\|219.50\|-7.73\|236.90\|236.90\|213.00\|239207;2026-08-04\|236.95\|7.95\|221.69\|242.58\|215.60\|244673;2026-08-05\|252.50\|6.56\|244.00\|259.98\|239.80\|296371;2026-08-06\|258.10\|2.22\|242.60\|261.99\|242.60\|230306;2026-08-07\|268.29\|3.95\|256.80\|271.87\|254.12\|234116;2026-08-10\|264.00\|-1.60\|265.00\|271.11\|255.00\|189623;2026-08-11\|262.50\|-0.57\|261.11\|270.69\|256.43\|161458;2026-08-12\|273.20\|4.08\|266.57\|277.40\|258.33\|213802;2026-08-13\|276.99\|1.39\|280.00\|295.00\|275.98\|297216;2026-08-14\|253.24\|-8.57\|270.00\|274.79\|248.50\|359569;2026-08-17\|269.92\|6.59\|252.86\|269.92\|252.00\|295085;2026-08-18\|264.52\|-2.00\|269.93\|277.93\|259.32\|210161;2026-08-19\|233.00\|-11.92\|254.80\|258.18\|230.35\|282854;2026-08-20\|232.68\|-0.14\|238.38\|239.43\|228.01\|158671;2026-08-21\|233.22\|0.23\|232.76\|238.50\|229.02\|137074;2026-08-24\|229.03\|-1.80\|231.00\|236.00\|222.40\|130584;2026-08-25\|226.56\|-1.08\|224.57\|229.11\|219.17\|117779;2026-08-26\|244.02\|7.71\|227.00\|249.60\|226.59\|239445;2026-08-27\|252.72\|3.57\|244.01\|254.80\|240.33\|201383;2026-08-28\|248.01\|-1.86\|251.88\|258.43\|248.01\|134591;2026-08-31\|256.00\|3.22\|242.00\|256.90\|238.62\|162925;2026-09-01\|250.33\|-2.21\|256.96\|259.77\|249.51\|127655;2026-09-02\|243.20\|-2.85\|241.00\|249.58\|240.86\|106923;2026-09-03\|245.28\|0.86\|245.50\|248.49\|241.33\|89327;2026-09-04\|223.50\|-8.88\|249.55\|249.90\|220.22\|297288;2026-09-07\|228.73\|2.34\|226.99\|233.33\|221.76\|174185;2026-09-08\|224.80\|-1.72\|228.78\|232.85\|223.78\|125647;2026-09-09\|224.00\|-0.36\|227.00\|231.09\|222.50\|96259;2026-09-10\|224.11\|0.05\|223.85\|226.79\|221.50\|77527;2026-09-11\|219.07\|-2.25\|223.31\|224.97\|211.44\|158928;2026-09-14\|210.72\|-3.81\|214.00\|216.98\|209.34\|123900;2026-09-15\|214.60\|1.84\|213.15\|223.86\|208.02\|144502;2026-09-16\|224.08\|4.42\|216.66\|227.00\|212.66\|162198;2026-09-17\|220.90\|-1.42\|221.20\|227.40\|219.60\|119704;2026-09-18\|234.00\|5.93\|225.21\|237.62\|223.25\|244338;2026-09-21\|231.94\|-0.88\|235.99\|240.46\|228.50\|161789;2026-09-22\|231.05\|-0.38\|237.00\|240.44\|229.63\|174655;2026-09-23\|229.52\|-0.66\|232.00\|234.50\|229.15\|85799;2026-09-24\|224.10\|-2.36\|228.52\|231.14\|224.10\|93643;2026-09-28\|213.76\|-4.61\|222.00\|223.10\|211.57\|123806;2026-09-29\|219.10\|2.50\|213.76\|222.55\|212.40\|105692;2026-09-30\|207.92\|-5.10\|219.50\|221.05\|207.19\|136272;2026-10-08\|197.21\|-5.15\|209.16\|212.54\|194.57\|150671;2026-10-09\|193.42\|-1.92\|193.00\|199.00\|182.01\|147554;2026-10-12\|185.43\|-4.13\|193.00\|194.42\|184.13\|103240;2026-10-13\|185.00\|-0.23\|179.00\|187.13\|174.74\|131471;2026-10-14\|181.70\|-1.78\|183.00\|189.28\|180.26\|104687;2026-10-15\|174.53\|-3.95\|175.00\|178.98\|170.07\|156013;2026-10-16\|169.89\|-2.66\|178.00\|180.20\|167.30\|144553;2026-10-19\|166.63\|-1.92\|169.55\|170.87\|164.20\|130003;2026-10-20\|170.39\|2.26\|166.62\|172.91\|165.10\|112940;2026-10-21\|169.73\|-0.39\|173.33\|176.50\|169.00\|109952;2026-10-22\|163.89\|-3.44\|171.68\|172.00\|162.50\|119710;2026-10-23\|165.50\|0.98\|162.00\|167.53\|151.30\|211912;2026-10-26\|158.20\|-4.41\|162.60\|164.83\|153.70\|132666;2026-10-27\|149.53\|-5.48\|161.36\|163.00\|149.00\|102846;2026-10-28\|154.95\|3.62\|152.80\|157.24\|150.50\|121498;2026-10-29\|144.93\|-6.47\|154.52\|154.89\|144.10\|115228;2026-10-30\|132.00\|-8.92\|135.00\|141.47\|132.00\|153349;2026-11-02\|141.32\|7.06\|134.37\|145.53\|131.01\|221818;2026-11-03\|131.85\|-6.70\|140.68\|140.98\|130.10\|170199;2026-11-04\|154.59\|17.25\|132.50\|156.66\|129.40\|273152;2026-11-05\|162.00\|4.79\|148.61\|168.50\|148.51\|271781;2026-11-06\|173.12\|6.86\|158.10\|188.81\|155.00\|325564;2026-11-09\|166.81\|-3.64\|174.22\|175.00\|163.35\|276595;2026-11-10\|169.37\|1.53\|170.33\|175.50\|168.50\|190751;2026-11-11\|169.02\|-0.21\|169.13\|171.95\|163.64\|278577;2026-11-12\|172.59\|2.11\|168.50\|182.48\|168.00\|292256
121024	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片+半导体零部件+中报预增+次新股行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月7日投资者关系活动记录表，公司产品定位为半导体及显示面板真空腔体整体解决方案，打造了“材料+零部件+表面处理”一体化平台，产品批量应用于3D NAND闪存芯片及DRAM先进工艺存储芯片制造领域。 2、据2026年6月25日互动易，公司主营硅、石英、碳化硅等半导体设备零部件，适配存储、逻辑芯片先进制造产线，已实现对海力士大连等外资晶圆厂商稳定批量供货。 3、公司于2026-06-24上市。据2026年6月4日公告，公司预计2026年中报净利润1.05亿元至1.15亿元，同比增长23.26%至35.00%，主要系市场需求快速增长，经营规模持续增长。	公司主营硅、石英、碳化硅、氧化铝陶瓷半导体设备零部件，适配存储、逻辑芯片先进制造产线，已实现对海力士大连等外资晶圆厂商稳定批量供货，并与美光半导体建立了业务合作关系	2026-07-03\|540.10\|-19.15\|648.00\|655.00\|538.00\|108527;2026-07-06\|479.08\|-11.30\|531.00\|541.00\|478.88\|91361;2026-07-07\|494.48\|3.21\|465.00\|503.88\|461.00\|61204;2026-07-08\|458.72\|-7.23\|487.91\|497.00\|450.07\|68903;2026-07-09\|515.12\|12.30\|476.99\|518.78\|470.01\|78052;2026-07-10\|445.25\|-13.56\|530.10\|555.00\|445.00\|91851;2026-07-13\|412.00\|-7.47\|410.00\|438.51\|410.00\|50024;2026-07-14\|419.50\|1.82\|410.01\|427.39\|389.99\|50658;2026-07-15\|366.90\|-12.54\|427.00\|429.98\|365.00\|56852;2026-07-16\|348.03\|-5.14\|346.00\|366.80\|340.00\|40771;2026-07-17\|334.70\|-3.83\|341.00\|362.88\|334.00\|51657;2026-07-20\|293.65\|-12.26\|347.07\|353.00\|282.92\|59806;2026-07-21\|352.38\|20.00\|291.20\|352.38\|291.00\|53973;2026-07-22\|376.00\|6.70\|360.90\|397.83\|360.20\|83669;2026-07-23\|374.15\|-0.49\|369.95\|382.25\|352.66\|45138;2026-07-24\|381.25\|1.90\|370.00\|408.88\|364.44\|69823;2026-07-27\|370.01\|-2.95\|366.00\|386.00\|346.50\|59626;2026-07-28\|322.35\|-12.88\|345.00\|355.65\|318.18\|56301;2026-07-29\|319.00\|-1.04\|320.94\|332.00\|301.58\|49641;2026-07-30\|301.00\|-5.64\|314.99\|329.86\|293.00\|48748;2026-07-31\|312.10\|3.69\|341.81\|360.99\|310.02\|65708;2026-08-03\|287.04\|-8.03\|308.11\|317.10\|286.00\|42821;2026-08-04\|300.99\|4.86\|290.01\|305.41\|284.60\|45820;2026-08-05\|323.59\|7.51\|299.00\|330.30\|297.00\|54734;2026-08-06\|335.42\|3.66\|311.03\|338.50\|311.03\|45664;2026-08-07\|339.57\|1.24\|333.00\|343.91\|325.58\|46727;2026-08-10\|351.80\|3.60\|344.00\|372.00\|341.01\|54363;2026-08-11\|339.00\|-3.64\|342.37\|351.97\|329.00\|43431;2026-08-12\|349.50\|3.10\|349.99\|364.00\|346.01\|47166;2026-08-13\|335.00\|-4.15\|360.00\|362.50\|334.72\|45844;2026-08-14\|347.15\|3.63\|344.00\|350.90\|339.00\|34761;2026-08-17\|354.40\|2.09\|350.05\|356.30\|337.91\|42194;2026-08-18\|353.30\|-0.31\|356.04\|364.44\|347.10\|38029;2026-08-19\|311.08\|-11.95\|336.17\|344.80\|308.91\|42555;2026-08-20\|307.31\|-1.21\|319.00\|320.00\|303.20\|28551;2026-08-21\|308.21\|0.29\|307.76\|319.80\|302.00\|21863;2026-08-24\|314.19\|1.94\|310.00\|325.58\|303.50\|29708;2026-08-25\|304.55\|-3.07\|300.90\|308.86\|280.30\|33424;2026-08-26\|312.77\|2.70\|302.00\|316.70\|292.00\|31979;2026-08-27\|326.07\|4.25\|312.88\|338.18\|306.33\|45467;2026-08-28\|304.60\|-6.58\|319.99\|326.00\|304.40\|39326;2026-08-31\|303.05\|-0.51\|296.00\|305.00\|292.80\|21629;2026-09-01\|289.00\|-4.64\|304.80\|306.00\|287.88\|23595;2026-09-02\|280.01\|-3.11\|284.00\|287.53\|278.00\|19969;2026-09-03\|273.00\|-2.50\|284.50\|284.50\|270.08\|21526;2026-09-04\|264.30\|-3.19\|278.00\|287.37\|261.23\|31914;2026-09-07\|273.54\|3.50\|269.00\|276.00\|265.11\|23045;2026-09-08\|264.70\|-3.23\|271.29\|275.00\|264.58\|23164;2026-09-09\|256.99\|-2.91\|268.00\|269.94\|254.89\|24802;2026-09-10\|250.87\|-2.38\|252.00\|254.42\|248.80\|16713;2026-09-11\|242.60\|-3.30\|243.22\|248.00\|236.00\|20007;2026-09-14\|243.91\|0.54\|237.26\|246.66\|235.00\|14251;2026-09-15\|274.00\|12.34\|241.19\|292.69\|241.19\|71517;2026-09-16\|292.04\|6.58\|278.00\|298.88\|275.00\|67173;2026-09-17\|285.58\|-2.21\|290.70\|301.87\|284.54\|40213;2026-09-18\|297.00\|4.00\|294.00\|298.37\|283.97\|51249;2026-09-21\|287.49\|-3.20\|300.01\|302.88\|284.00\|41937;2026-09-22\|284.00\|-1.21\|291.50\|293.64\|283.00\|31786;2026-09-23\|281.88\|-0.75\|285.00\|286.00\|280.48\|21042;2026-09-24\|276.18\|-2.02\|278.93\|284.51\|275.50\|21830;2026-09-28\|256.58\|-7.10\|268.00\|272.01\|255.00\|24843;2026-09-29\|256.02\|-0.22\|253.00\|260.38\|253.00\|14633;2026-09-30\|241.60\|-5.63\|258.03\|258.99\|241.58\|20089;2026-10-08\|228.98\|-5.22\|241.64\|243.00\|227.00\|17714;2026-10-09\|219.89\|-3.97\|227.01\|227.01\|208.50\|25162;2026-10-12\|216.07\|-1.74\|217.00\|223.33\|213.23\|15847;2026-10-13\|215.80\|-0.12\|210.86\|219.51\|204.28\|22381;2026-10-14\|208.40\|-3.43\|214.83\|215.73\|208.40\|13963;2026-10-15\|201.44\|-3.34\|200.01\|206.68\|199.08\|19147;2026-10-16\|195.13\|-3.13\|207.62\|209.00\|193.96\|22767;2026-10-19\|199.10\|2.03\|191.61\|200.95\|189.02\|21014;2026-10-20\|204.15\|2.54\|197.34\|209.10\|195.94\|25334;2026-10-21\|203.07\|-0.53\|206.94\|208.77\|201.88\|18044;2026-10-22\|196.03\|-3.47\|202.62\|205.00\|196.00\|20071;2026-10-23\|206.19\|5.18\|189.98\|207.56\|182.32\|33889;2026-10-26\|189.67\|-8.01\|201.00\|203.96\|189.00\|30649;2026-10-27\|185.00\|-2.46\|193.00\|197.83\|185.00\|23894;2026-10-28\|196.70\|6.32\|191.00\|197.31\|184.60\|32923;2026-10-29\|180.91\|-8.03\|191.00\|193.60\|180.54\|27346;2026-10-30\|172.88\|-4.44\|175.69\|185.02\|172.42\|23401;2026-11-02\|183.07\|5.89\|178.00\|186.76\|172.20\|30508;2026-11-03\|175.10\|-4.35\|179.00\|186.99\|173.39\|24317;2026-11-04\|205.00\|17.08\|177.21\|205.00\|175.90\|56647;2026-11-05\|210.50\|2.68\|195.00\|218.00\|195.00\|66055;2026-11-06\|191.10\|-9.22\|193.92\|198.46\|185.16\|49853;2026-11-09\|197.58\|3.39\|194.99\|199.97\|188.01\|32375;2026-11-10\|196.62\|-0.49\|205.00\|205.87\|195.63\|27766;2026-11-11\|202.90\|3.19\|194.50\|203.66\|194.23\|27672;2026-11-12\|205.06\|1.06\|202.00\|217.88\|201.17\|43782
121023	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|200537;2026-07-22\|143.75\|4.65\|138.00\|155.00\|138.00\|270760;2026-07-23\|135.33\|-5.86\|144.97\|147.77\|133.80\|148689;2026-07-24\|134.03\|-0.96\|134.51\|139.68\|132.10\|139213;2026-07-27\|132.70\|-0.99\|133.47\|137.25\|124.64\|180845;2026-07-28\|115.08\|-13.28\|128.63\|131.90\|113.18\|192593;2026-07-29\|113.63\|-1.26\|116.00\|118.53\|106.00\|208838;2026-07-30\|98.47\|-13.34\|113.01\|116.00\|97.04\|228712;2026-07-31\|114.11\|15.88\|113.21\|118.16\|108.32\|263595;2026-08-03\|105.86\|-7.23\|112.20\|116.20\|104.00\|168761;2026-08-04\|115.01\|8.64\|109.08\|117.44\|105.01\|163989;2026-08-05\|128.01\|11.30\|115.19\|130.60\|115.19\|221945;2026-08-06\|130.70\|2.10\|124.00\|134.77\|123.46\|162495;2026-08-07\|137.51\|5.21\|130.12\|139.50\|128.05\|149708;2026-08-10\|141.31\|2.76\|140.26\|144.65\|131.28\|167999;2026-08-11\|140.00\|-0.93\|140.00\|147.50\|137.18\|128354;2026-08-12\|136.90\|-2.21\|139.88\|140.00\|134.80\|114552;2026-08-13\|135.77\|-0.83\|140.00\|143.20\|135.60\|128086;2026-08-14\|143.00\|5.33\|140.00\|143.43\|136.00\|117274;2026-08-17\|139.81\|-2.23\|143.79\|145.80\|126.00\|283021;2026-08-18\|143.58\|2.70\|139.00\|144.98\|135.66\|188577;2026-08-19\|120.00\|-16.42\|135.80\|139.80\|118.70\|249350;2026-08-20\|121.81\|1.51\|125.00\|125.65\|119.39\|150158;2026-08-21\|124.35\|2.09\|121.97\|126.42\|119.57\|99206;2026-08-24\|115.07\|-7.46\|124.00\|124.00\|111.00\|158153;2026-08-25\|117.32\|1.96\|113.20\|118.33\|108.75\|126567;2026-08-26\|120.40\|2.63\|118.41\|124.99\|115.59\|114170;2026-08-27\|129.55\|7.60\|122.16\|131.48\|119.01\|190892;2026-08-28\|119.58\|-7.70\|128.13\|129.55\|119.33\|135936;2026-08-31\|125.23\|4.72\|116.94\|126.77\|115.50\|160978;2026-09-01\|122.00\|-2.58\|124.90\|127.50\|121.20\|114276;2026-09-02\|117.38\|-3.79\|120.57\|120.57\|117.00\|82497;2026-09-03\|118.76\|1.18\|119.99\|121.00\|116.35\|71067;2026-09-04\|114.00\|-4.01\|120.00\|122.76\|112.77\|82284;2026-09-07\|120.52\|5.72\|116.20\|121.87\|115.00\|98622;2026-09-08\|114.85\|-4.70\|120.08\|121.99\|114.20\|72831;2026-09-09\|118.40\|3.09\|115.29\|120.36\|114.74\|90524;2026-09-10\|111.59\|-5.75\|119.45\|123.24\|109.29\|175904;2026-09-11\|107.00\|-4.11\|108.63\|109.75\|103.10\|146236;2026-09-14\|105.29\|-1.60\|106.85\|108.45\|103.60\|108276;2026-09-15\|108.89\|3.42\|106.00\|112.96\|106.00\|140809;2026-09-16\|112.60\|3.41\|109.05\|114.87\|106.81\|114238;2026-09-17\|112.50\|-0.09\|112.80\|115.70\|111.34\|98616;2026-09-18\|113.17\|0.60\|115.62\|118.24\|112.02\|140816;2026-09-21\|114.73\|1.38\|118.53\|119.66\|112.92\|161055;2026-09-22\|116.46\|1.51\|120.01\|124.99\|115.54\|198030;2026-09-23\|119.29\|2.43\|116.46\|120.60\|115.70\|123133;2026-09-24\|112.40\|-5.78\|116.91\|118.12\|110.02\|136203;2026-09-28\|100.71\|-10.40\|110.40\|112.00\|99.88\|145012;2026-09-29\|102.98\|2.25\|99.71\|103.72\|99.40\|105982;2026-09-30\|95.00\|-7.75\|104.49\|104.49\|94.22\|193040;2026-10-08\|90.39\|-4.85\|95.00\|96.26\|88.96\|257981;2026-10-09\|86.66\|-4.13\|88.86\|88.86\|82.68\|182353;2026-10-12\|83.15\|-4.05\|86.00\|88.22\|82.00\|109549;2026-10-13\|82.15\|-1.20\|80.00\|83.33\|77.22\|124066;2026-10-14\|80.69\|-1.78\|82.67\|85.38\|80.50\|99247;2026-10-15\|75.40\|-6.56\|77.00\|79.50\|74.61\|138042;2026-10-16\|76.00\|0.80\|77.66\|80.67\|75.28\|131103;2026-10-19\|74.60\|-1.84\|75.70\|78.00\|72.00\|114128;2026-10-20\|76.77\|2.91\|74.45\|80.29\|73.39\|120088;2026-10-21\|75.04\|-2.25\|78.69\|79.40\|74.50\|116550;2026-10-22\|72.16\|-3.84\|76.00\|76.47\|70.34\|134752;2026-10-23\|75.39\|4.48\|70.11\|76.33\|67.28\|169075;2026-10-26\|71.00\|-5.82\|74.64\|74.99\|70.20\|99893;2026-10-27\|67.45\|-5.00\|72.10\|72.87\|67.10\|79855;2026-10-28\|72.26\|7.13\|69.00\|73.33\|67.95\|119598;2026-10-29\|66.93\|-7.38\|71.90\|71.90\|66.66\|91087;2026-10-30\|64.49\|-3.65\|63.59\|69.17\|62.80\|126243;2026-11-02\|63.69\|-1.24\|65.33\|66.09\|60.70\|144126;2026-11-03\|60.04\|-5.73\|63.70\|65.94\|58.90\|166079;2026-11-04\|68.39\|13.91\|60.00\|68.86\|59.22\|196417;2026-11-05\|70.89\|3.66\|66.63\|73.93\|66.33\|197196;2026-11-06\|65.14\|-8.11\|66.60\|68.45\|64.18\|155338;2026-11-09\|67.07\|2.96\|66.67\|70.67\|65.24\|164520;2026-11-10\|68.43\|2.03\|69.99\|71.28\|67.81\|130511;2026-11-11\|71.22\|4.08\|69.36\|72.62\|67.53\|169795;2026-11-12\|73.30\|2.92\|72.04\|79.50\|70.71\|283042
121022	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片+先进封装+央企公司原因： 1、据2026年1月22日投资者关系活动记录表，公司深圳、合肥封测基地满产并按客户需求扩产，为国内高端存储芯片封测龙头。 2、据2025年4月25日年报，公司掌握多层堆叠封装工艺及测试软硬件开发能力，2024年先进封装技术取得多项突破。 3、据2025年4月25日年报，公司最终控制人为国务院国资委，属央企。	公司主要从事存储芯片封测，为国内在高端存储芯片（DRAM、NANDFLASH）封装和测试领域龙头之一，长鑫为主要客户之一	2026-07-03\|55.91\|-0.21\|53.00\|57.69\|51.09\|2351311;2026-07-06\|53.30\|-4.67\|55.90\|57.01\|52.54\|1644910;2026-07-07\|54.07\|1.44\|52.50\|56.15\|51.50\|1699884;2026-07-08\|51.13\|-5.44\|54.10\|55.00\|49.33\|1630632;2026-07-09\|56.24\|9.99\|52.93\|56.24\|52.82\|1845381;2026-07-10\|57.91\|2.97\|59.88\|61.86\|57.90\|3031016;2026-07-13\|52.12\|-10.00\|56.88\|58.60\|52.12\|2103138;2026-07-14\|52.51\|0.75\|52.12\|53.99\|48.88\|2069584;2026-07-15\|47.26\|-10.00\|53.76\|53.90\|47.26\|1835023;2026-07-16\|43.34\|-8.29\|45.44\|46.96\|42.71\|1769956;2026-07-17\|39.01\|-9.99\|43.00\|43.30\|39.01\|1601620;2026-07-20\|35.14\|-9.92\|39.95\|40.50\|35.11\|1602051;2026-07-21\|38.65\|9.99\|35.78\|38.65\|31.82\|1851611;2026-07-22\|40.22\|4.06\|39.43\|42.48\|39.43\|2209303;2026-07-23\|39.09\|-2.81\|40.26\|40.86\|38.58\|1331405;2026-07-24\|41.99\|7.42\|38.50\|42.80\|38.29\|2096957;2026-07-27\|43.95\|4.67\|41.16\|44.08\|38.95\|2332492;2026-07-28\|39.56\|-9.99\|41.60\|42.75\|39.56\|1727654;2026-07-29\|40.15\|1.49\|39.44\|41.59\|36.04\|1907821;2026-07-30\|36.42\|-9.29\|38.65\|39.58\|36.27\|1592658;2026-07-31\|37.23\|2.22\|39.50\|39.51\|37.21\|1574029;2026-08-03\|34.51\|-7.31\|36.06\|36.70\|34.40\|1269792;2026-08-04\|36.54\|5.88\|34.88\|36.91\|34.51\|1305718;2026-08-05\|38.70\|5.91\|36.58\|39.31\|36.37\|1620705;2026-08-06\|39.91\|3.13\|37.56\|40.78\|37.56\|1671004;2026-08-07\|40.85\|2.36\|39.39\|41.29\|39.07\|1549370;2026-08-10\|40.20\|-1.59\|41.10\|41.20\|39.28\|1091512;2026-08-11\|39.81\|-0.97\|39.91\|41.25\|39.31\|1121358;2026-08-12\|40.35\|1.36\|40.27\|40.90\|39.75\|966280;2026-08-13\|39.55\|-1.98\|41.00\|41.78\|39.53\|1296931;2026-08-14\|40.23\|1.72\|40.31\|40.90\|39.02\|973604;2026-08-17\|42.60\|5.89\|40.26\|42.77\|40.26\|1599922;2026-08-18\|41.60\|-2.35\|42.50\|43.15\|41.25\|1384325;2026-08-19\|37.44\|-10.00\|39.75\|40.23\|37.44\|1431193;2026-08-20\|37.53\|0.24\|38.03\|38.48\|37.09\|771325;2026-08-21\|37.90\|0.99\|37.16\|38.20\|36.83\|618529;2026-08-24\|36.79\|-2.93\|37.93\|38.16\|35.82\|695816;2026-08-25\|36.82\|0.08\|36.04\|37.33\|35.09\|626336;2026-08-26\|36.23\|-1.60\|37.15\|37.29\|35.90\|562031;2026-08-27\|37.85\|4.47\|36.39\|37.88\|36.33\|870165;2026-08-28\|37.17\|-1.80\|37.68\|38.47\|37.15\|728649;2026-08-31\|37.74\|1.53\|36.28\|37.75\|36.27\|640462;2026-09-01\|36.53\|-3.21\|37.70\|37.95\|36.50\|551660;2026-09-02\|35.54\|-2.71\|35.96\|35.99\|35.35\|456147;2026-09-03\|35.30\|-0.68\|35.95\|36.01\|34.88\|479712;2026-09-04\|34.52\|-2.21\|35.71\|35.93\|34.01\|571197;2026-09-07\|35.29\|2.23\|34.95\|35.59\|34.75\|540149;2026-09-08\|34.99\|-0.85\|35.17\|35.88\|34.75\|570037;2026-09-09\|34.99\|0.00\|35.28\|35.63\|34.76\|443941;2026-09-10\|36.50\|4.32\|35.63\|36.85\|35.63\|1147234;2026-09-11\|35.03\|-4.03\|35.21\|35.28\|34.08\|838650;2026-09-14\|33.77\|-3.60\|34.18\|34.44\|33.45\|518787;2026-09-15\|33.91\|0.41\|33.50\|34.65\|33.40\|502732;2026-09-16\|36.20\|6.75\|33.91\|37.18\|33.61\|1101547;2026-09-17\|35.51\|-1.91\|35.80\|36.39\|35.48\|708582;2026-09-18\|36.95\|4.06\|36.25\|37.43\|35.66\|1122004;2026-09-21\|37.22\|0.73\|37.33\|37.60\|36.71\|824149;2026-09-22\|37.01\|-0.56\|37.84\|37.95\|36.79\|790081;2026-09-23\|36.91\|-0.27\|37.20\|37.30\|36.50\|504754;2026-09-24\|35.53\|-3.74\|36.40\|36.53\|35.51\|463553;2026-09-28\|33.68\|-5.21\|35.38\|35.40\|33.56\|541701;2026-09-29\|33.79\|0.33\|33.61\|34.16\|33.51\|338734;2026-09-30\|32.83\|-2.84\|34.01\|34.08\|32.80\|395148;2026-10-08\|33.12\|0.88\|33.46\|34.36\|32.63\|546680;2026-10-09\|32.03\|-3.29\|31.87\|32.53\|30.34\|635518;2026-10-12\|30.56\|-4.59\|31.50\|31.73\|30.51\|400903;2026-10-13\|30.50\|-0.20\|29.50\|31.08\|29.03\|461509;2026-10-14\|29.55\|-3.11\|30.31\|30.65\|29.46\|321680;2026-10-15\|28.12\|-4.84\|28.18\|28.73\|27.90\|486424;2026-10-16\|28.35\|0.82\|28.99\|29.10\|28.09\|488057;2026-10-19\|28.25\|-0.35\|27.99\|28.49\|27.44\|388687;2026-10-20\|28.70\|1.59\|28.26\|29.13\|28.11\|411480;2026-10-21\|28.88\|0.63\|28.90\|29.30\|28.71\|351446;2026-10-22\|28.32\|-1.94\|28.78\|29.54\|27.86\|548535;2026-10-23\|29.19\|3.07\|27.78\|29.28\|26.85\|665445;2026-10-26\|28.54\|-2.23\|28.78\|29.77\|28.00\|601986;2026-10-27\|27.72\|-2.87\|29.07\|29.30\|27.70\|435135;2026-10-28\|28.62\|3.25\|28.23\|28.85\|27.89\|509562;2026-10-29\|27.01\|-5.63\|28.30\|28.54\|26.96\|505552;2026-10-30\|25.68\|-4.92\|25.67\|27.14\|25.67\|481483;2026-11-02\|26.07\|1.52\|25.93\|26.38\|25.32\|488648;2026-11-03\|24.54\|-5.87\|25.67\|25.99\|24.49\|545563;2026-11-04\|26.76\|9.05\|24.62\|26.90\|24.41\|806308;2026-11-05\|27.27\|1.91\|25.85\|28.08\|25.81\|769260;2026-11-06\|25.96\|-4.80\|25.68\|26.61\|25.68\|464756;2026-11-09\|26.02\|0.23\|26.27\|26.64\|26.00\|318595;2026-11-10\|26.89\|3.34\|26.60\|27.13\|26.52\|436871;2026-11-11\|27.69\|2.98\|26.69\|27.78\|26.65\|476385;2026-11-12\|27.38\|-1.12\|27.74\|28.87\|27.30\|740713
121021	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	MEMS探针卡+AI算力测试+存储芯片+国产替代行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据2026年7月20日投资者关系活动记录表，海外头部探针卡厂商普遍交期拉长，公司凭借快速响应交付能力承接部分海外溢出订单，并将市场份额和市场影响力作为更重要的考虑因素，短期没有涨价的计划。 2、据2026年5月12日投资者关系活动记录表，AI ASIC赛道高速发展，公司除已合作的头部AI算力芯片客户外，在多家AI ASIC领域的优质客户拓展上均取得积极进展；2.5D MEMS探针卡已完成多片面向Flash、DRAM等存储芯片测试用探针卡的小批量出货并在客户端验证成功，规划尽快实现国产存储龙头的产品验证及交付。 3、据2025年年报及招股说明书，公司2025年在全球探针卡厂商中排名第6位，是唯一跻身全球前十的中国大陆企业，打破了境外厂商在MEMS探针卡领域的垄断，核心产品覆盖2D MEMS、2.5D MEMS、薄膜探针卡等全系列。	公司聚焦晶圆测试核心硬件探针卡	2026-07-03\|511.00\|-3.61\|525.80\|536.84\|503.68\|24213;2026-07-06\|519.50\|1.66\|519.75\|531.49\|485.10\|25749;2026-07-07\|543.74\|4.67\|509.00\|546.48\|502.51\|25895;2026-07-08\|542.09\|-0.30\|540.00\|558.99\|518.86\|20134;2026-07-09\|594.80\|9.72\|553.26\|599.75\|535.58\|25993;2026-07-10\|546.00\|-8.20\|587.00\|603.95\|546.00\|29572;2026-07-13\|538.04\|-1.46\|540.55\|576.88\|523.01\|24113;2026-07-14\|553.00\|2.78\|537.00\|570.00\|524.01\|26200;2026-07-15\|481.00\|-13.02\|560.01\|560.01\|480.00\|27048;2026-07-16\|467.90\|-2.72\|464.35\|487.70\|452.02\|19651;2026-07-17\|423.00\|-9.60\|453.00\|473.63\|418.18\|26396;2026-07-20\|358.01\|-15.36\|433.57\|440.89\|350.59\|36821;2026-07-21\|429.61\|20.00\|368.75\|429.61\|359.00\|34468;2026-07-22\|441.00\|2.65\|440.00\|462.50\|438.08\|30393;2026-07-23\|417.00\|-5.44\|449.80\|454.23\|415.00\|17839;2026-07-24\|440.80\|5.71\|412.03\|449.94\|412.03\|22429;2026-07-27\|474.50\|7.65\|435.06\|477.98\|425.00\|28123;2026-07-28\|446.41\|-5.92\|455.00\|475.99\|443.33\|16946;2026-07-29\|451.55\|1.15\|437.86\|456.00\|418.88\|25531;2026-07-30\|413.00\|-8.54\|448.00\|449.90\|413.00\|22595;2026-07-31\|441.03\|6.79\|455.00\|482.80\|439.15\|23501;2026-08-03\|413.33\|-6.28\|435.00\|447.00\|413.01\|15217;2026-08-04\|442.86\|7.14\|416.44\|443.00\|405.21\|18833;2026-08-05\|473.00\|6.81\|438.00\|477.90\|436.66\|21854;2026-08-06\|468.00\|-1.06\|456.00\|482.32\|455.70\|16152;2026-08-07\|483.03\|3.21\|464.51\|489.04\|456.03\|19198;2026-08-10\|483.98\|0.20\|480.20\|490.01\|469.00\|16830;2026-08-11\|460.07\|-4.94\|475.00\|481.99\|458.03\|12855;2026-08-12\|475.00\|3.25\|465.00\|479.88\|461.00\|11989;2026-08-13\|469.77\|-1.10\|480.66\|500.00\|468.01\|21142;2026-08-14\|468.90\|-0.19\|476.97\|484.00\|463.00\|11721;2026-08-17\|487.00\|3.86\|467.00\|491.99\|467.00\|16584;2026-08-18\|512.80\|5.30\|485.60\|516.89\|481.21\|22562;2026-08-19\|465.15\|-9.29\|495.02\|510.00\|463.01\|18905;2026-08-20\|454.23\|-2.35\|477.80\|482.00\|443.00\|16519;2026-08-21\|447.15\|-1.56\|453.01\|459.94\|438.33\|12473;2026-08-24\|438.50\|-1.93\|445.00\|449.99\|423.01\|16060;2026-08-25\|421.70\|-3.83\|430.00\|435.50\|410.00\|14429;2026-08-26\|441.32\|4.65\|420.02\|454.84\|420.02\|17494;2026-08-27\|459.02\|4.01\|443.87\|459.99\|433.00\|14996;2026-08-28\|454.14\|-1.06\|455.54\|473.69\|454.14\|13494;2026-08-31\|471.71\|3.87\|426.80\|476.38\|426.00\|20883;2026-09-01\|448.50\|-4.92\|478.76\|481.00\|448.09\|13262;2026-09-02\|447.38\|-0.25\|444.27\|454.84\|436.00\|10282;2026-09-03\|451.21\|0.86\|452.00\|463.00\|445.02\|13014;2026-09-04\|405.03\|-10.23\|451.21\|456.78\|400.04\|26978;2026-09-07\|440.02\|8.64\|416.66\|442.00\|406.00\|23956;2026-09-08\|459.02\|4.32\|438.00\|478.00\|437.00\|23917;2026-09-09\|477.00\|3.92\|462.66\|486.99\|461.20\|19233;2026-09-10\|499.00\|4.61\|477.00\|504.28\|473.00\|20446;2026-09-11\|494.81\|-0.84\|480.00\|507.44\|475.80\|22299;2026-09-14\|524.00\|5.90\|498.00\|548.99\|494.81\|26060;2026-09-15\|529.50\|1.05\|518.66\|541.00\|515.66\|12348;2026-09-16\|538.82\|1.76\|530.00\|547.72\|516.00\|16273;2026-09-17\|529.50\|-1.73\|540.00\|540.99\|517.00\|13990;2026-09-18\|532.80\|0.62\|534.50\|547.17\|526.11\|15650;2026-09-21\|524.60\|-1.54\|536.00\|541.20\|518.12\|11908;2026-09-22\|507.10\|-3.34\|530.00\|534.00\|503.00\|16113;2026-09-23\|505.01\|-0.41\|509.07\|511.99\|504.03\|5937;2026-09-24\|498.00\|-1.39\|504.80\|516.88\|496.80\|8854;2026-09-28\|462.80\|-7.07\|496.90\|500.00\|460.11\|12465;2026-09-29\|493.74\|6.69\|463.90\|498.00\|459.00\|13386;2026-09-30\|488.64\|-1.03\|490.00\|504.80\|482.11\|9704;2026-10-08\|470.00\|-3.81\|489.32\|492.98\|465.00\|9622;2026-10-09\|479.60\|2.04\|465.00\|489.00\|452.30\|16699;2026-10-12\|465.08\|-3.03\|475.10\|495.00\|460.19\|12519;2026-10-13\|467.85\|0.60\|449.97\|482.00\|445.28\|13591;2026-10-14\|433.62\|-7.32\|467.00\|467.00\|432.00\|10783;2026-10-15\|427.00\|-1.53\|417.57\|435.82\|417.57\|10540;2026-10-16\|433.00\|1.41\|432.00\|439.65\|430.01\|9006;2026-10-19\|408.80\|-5.59\|433.50\|433.50\|400.00\|11853;2026-10-20\|415.00\|1.52\|405.85\|422.92\|398.51\|8070;2026-10-21\|408.11\|-1.66\|417.60\|423.98\|406.00\|7593;2026-10-22\|379.01\|-7.13\|408.94\|409.00\|378.00\|11909;2026-10-23\|271.75\|0.38\|262.42\|275.89\|254.13\|15994;2026-10-26\|256.50\|-5.61\|269.00\|269.11\|254.62\|14665;2026-10-27\|228.64\|-10.86\|258.99\|263.00\|228.42\|22157;2026-10-28\|239.60\|4.79\|236.55\|242.88\|232.07\|20344;2026-10-29\|223.45\|-6.74\|240.00\|241.19\|222.25\|14596;2026-10-30\|204.01\|-8.70\|216.00\|222.01\|204.01\|17796;2026-11-02\|205.58\|0.77\|209.42\|212.70\|200.56\|21275;2026-11-03\|186.59\|-9.24\|202.00\|202.07\|182.30\|22104;2026-11-04\|223.91\|20.00\|189.66\|223.91\|187.01\|39030;2026-11-05\|238.99\|6.73\|225.59\|247.78\|224.50\|49462;2026-11-06\|233.40\|-2.34\|225.01\|244.30\|225.01\|33744;2026-11-09\|234.44\|0.45\|238.00\|242.00\|226.00\|19778;2026-11-10\|248.95\|6.19\|241.88\|252.90\|237.00\|32686;2026-11-11\|261.56\|5.07\|247.94\|264.97\|243.33\|26538;2026-11-12\|271.00\|3.61\|258.00\|284.98\|258.00\|31242
121020	龙头上半年业绩同比大幅增长	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|70.99\|-4.04\|74.09\|75.00\|70.07\|143246;2026-07-14\|72.79\|2.54\|71.99\|73.20\|69.95\|105840;2026-07-15\|68.61\|-5.74\|73.04\|74.48\|68.18\|104631;2026-07-16\|63.50\|-7.45\|68.94\|69.02\|62.86\|140468;2026-07-17\|41.81\|-7.68\|45.01\|46.33\|41.81\|158564;2026-07-20\|38.18\|-8.68\|42.59\|43.56\|37.63\|262214;2026-07-21\|42.00\|10.01\|39.33\|42.00\|37.01\|193421;2026-07-22\|42.06\|0.14\|42.90\|44.75\|41.34\|273793;2026-07-23\|41.04\|-2.43\|42.85\|43.36\|40.60\|192057;2026-07-24\|38.70\|-5.70\|40.50\|40.98\|38.56\|167253;2026-07-27\|40.66\|5.06\|39.03\|40.80\|37.80\|141409;2026-07-28\|37.99\|-6.57\|39.89\|41.30\|37.65\|140482;2026-07-29\|37.00\|-2.61\|38.33\|38.33\|35.45\|164065;2026-07-30\|33.67\|-9.00\|37.03\|37.42\|33.52\|195984;2026-07-31\|33.70\|0.09\|36.37\|36.56\|33.50\|176744;2026-08-03\|31.96\|-5.16\|33.49\|34.26\|31.50\|204172;2026-08-04\|33.87\|5.98\|32.44\|34.17\|31.59\|190667;2026-08-05\|37.26\|10.01\|33.87\|37.26\|33.62\|161042;2026-08-06\|39.31\|5.50\|37.27\|39.63\|37.00\|437937;2026-08-07\|40.12\|2.06\|39.12\|40.68\|37.80\|382430;2026-08-10\|40.69\|1.42\|40.66\|41.47\|39.24\|294191;2026-08-11\|40.45\|-0.59\|40.05\|41.80\|39.68\|223892;2026-08-12\|41.31\|2.13\|40.60\|41.70\|40.23\|210814;2026-08-13\|39.86\|-3.51\|41.84\|42.31\|39.70\|253224;2026-08-14\|42.08\|5.57\|39.91\|42.98\|39.72\|356754;2026-08-17\|44.66\|6.13\|43.85\|44.70\|41.73\|445270;2026-08-18\|45.87\|2.71\|44.67\|48.08\|44.42\|462782;2026-08-19\|41.28\|-10.01\|44.00\|46.37\|41.28\|350045;2026-08-20\|40.76\|-1.26\|41.97\|42.47\|40.30\|297829;2026-08-21\|43.11\|5.77\|40.60\|43.52\|39.90\|259528;2026-08-24\|41.61\|-3.48\|43.30\|43.80\|40.13\|325287;2026-08-25\|41.20\|-0.99\|41.31\|42.50\|39.82\|218636;2026-08-26\|41.18\|-0.05\|41.44\|41.96\|40.13\|174382;2026-08-27\|44.16\|7.24\|41.42\|44.37\|40.81\|301355;2026-08-28\|43.35\|-1.83\|44.99\|45.73\|43.24\|234668;2026-08-31\|43.82\|1.08\|42.49\|44.00\|41.58\|202566;2026-09-01\|41.76\|-4.70\|43.53\|43.90\|41.01\|214331;2026-09-02\|40.98\|-1.87\|41.00\|41.77\|40.73\|133499;2026-09-03\|40.41\|-1.39\|41.50\|41.50\|39.93\|154144;2026-09-04\|38.20\|-5.47\|40.80\|41.77\|37.95\|224282;2026-09-07\|40.11\|5.00\|38.69\|40.39\|38.26\|176420;2026-09-08\|39.11\|-2.49\|39.92\|40.39\|38.94\|125998;2026-09-09\|41.93\|7.21\|39.51\|43.02\|39.32\|428173;2026-09-10\|43.18\|2.98\|41.75\|43.95\|39.75\|422122;2026-09-11\|41.54\|-3.80\|42.51\|42.85\|40.59\|269152;2026-09-14\|43.62\|5.01\|40.86\|44.11\|40.10\|281603;2026-09-15\|43.43\|-0.44\|43.60\|44.78\|43.16\|215101;2026-09-16\|44.85\|3.27\|43.79\|45.41\|42.74\|237581;2026-09-17\|43.62\|-2.74\|44.50\|45.02\|43.58\|221253;2026-09-18\|45.29\|3.83\|44.20\|45.87\|43.36\|247913;2026-09-21\|49.82\|10.00\|47.07\|49.82\|46.50\|235338;2026-09-22\|48.16\|-3.33\|51.00\|51.51\|47.75\|342512;2026-09-23\|47.00\|-2.41\|48.00\|48.13\|46.69\|199276;2026-09-24\|48.20\|2.55\|46.63\|50.38\|46.01\|328563;2026-09-28\|43.38\|-10.00\|47.58\|47.95\|43.38\|278609;2026-09-29\|44.26\|2.03\|43.36\|45.33\|42.61\|175040;2026-09-30\|43.24\|-2.30\|44.59\|45.13\|43.02\|128244;2026-10-08\|41.73\|-3.49\|43.25\|44.50\|41.55\|148500;2026-10-09\|39.90\|-4.39\|41.76\|41.79\|38.68\|202570;2026-10-12\|36.90\|-7.52\|40.00\|40.16\|36.86\|195091;2026-10-13\|37.25\|0.95\|35.95\|37.91\|34.37\|171410;2026-10-14\|35.75\|-4.03\|37.28\|37.65\|35.60\|134013;2026-10-15\|34.86\|-2.49\|34.31\|35.75\|33.70\|152700;2026-10-16\|34.60\|-0.75\|35.99\|35.99\|34.24\|115234;2026-10-19\|34.10\|-1.45\|34.10\|34.52\|32.40\|115634;2026-10-20\|35.72\|4.75\|33.96\|36.22\|33.55\|139475;2026-10-21\|35.77\|0.14\|36.22\|36.56\|35.55\|101926;2026-10-22\|33.70\|-5.79\|35.67\|36.15\|33.68\|121444;2026-10-23\|34.22\|1.54\|33.00\|34.39\|31.20\|152763;2026-10-26\|32.76\|-4.27\|34.00\|34.01\|32.53\|91021;2026-10-27\|31.60\|-3.54\|33.03\|33.60\|31.58\|75547;2026-10-28\|33.33\|5.47\|32.20\|33.58\|31.43\|116954;2026-10-29\|31.85\|-4.44\|33.21\|33.45\|31.82\|91000;2026-10-30\|28.67\|-9.98\|30.42\|30.48\|28.67\|194737;2026-11-02\|28.92\|0.87\|29.21\|29.49\|27.94\|136940;2026-11-03\|27.73\|-4.11\|28.70\|29.55\|27.66\|119573;2026-11-04\|30.32\|9.34\|27.92\|30.47\|26.77\|197186;2026-11-05\|30.83\|1.68\|29.58\|31.70\|29.43\|151153;2026-11-06\|29.76\|-3.47\|29.04\|30.57\|28.90\|119751;2026-11-09\|29.81\|0.17\|30.15\|30.55\|29.79\|77365;2026-11-10\|30.34\|1.78\|30.60\|30.82\|30.00\|94734;2026-11-11\|31.22\|2.90\|30.21\|31.40\|29.91\|99704;2026-11-12\|31.08\|-0.45\|31.40\|32.77\|31.00\|145855
121019	龙头上半年业绩同比大幅增长	石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、公司控股子公司广西有色栗木矿业主要从事钽、铌、铅、锌、铜等有色金属及非金属的采矿、选矿、冶炼业务； 2、公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375;2026-07-13\|17.01\|-10.00\|18.80\|18.93\|17.01\|472797;2026-07-14\|17.76\|4.41\|16.89\|17.84\|16.28\|543241;2026-07-15\|18.29\|2.98\|18.11\|19.38\|17.63\|642385;2026-07-16\|17.09\|-6.56\|17.81\|18.27\|16.82\|463746;2026-07-17\|15.65\|-8.43\|17.00\|17.28\|15.39\|529561;2026-07-20\|14.09\|-9.97\|15.96\|16.25\|14.09\|456539;2026-07-21\|15.50\|10.01\|14.30\|15.50\|12.70\|520696;2026-07-22\|15.46\|-0.26\|15.74\|16.58\|15.26\|754260;2026-07-23\|15.51\|0.32\|15.53\|16.29\|15.30\|496078;2026-07-24\|14.50\|-6.51\|15.04\|15.32\|14.38\|354306;2026-07-27\|15.18\|4.69\|14.50\|15.25\|14.19\|360710;2026-07-28\|14.58\|-3.95\|14.79\|15.38\|14.40\|360731;2026-07-29\|14.44\|-0.96\|14.57\|15.04\|13.68\|464906;2026-07-30\|13.00\|-9.97\|14.52\|14.66\|13.00\|532136;2026-07-31\|13.50\|3.85\|13.73\|14.29\|13.40\|647127;2026-08-03\|13.32\|-1.33\|13.71\|13.92\|13.14\|413356;2026-08-04\|14.65\|9.98\|13.50\|14.65\|13.42\|278302;2026-08-05\|16.12\|10.03\|15.13\|16.12\|14.83\|573388;2026-08-06\|16.11\|-0.06\|16.17\|16.77\|15.83\|884917;2026-08-07\|16.87\|4.72\|16.34\|16.90\|15.71\|769101;2026-08-10\|17.34\|2.79\|17.21\|17.72\|16.68\|854454;2026-08-11\|16.54\|-4.61\|17.19\|17.37\|16.50\|631079;2026-08-12\|16.89\|2.12\|16.51\|17.12\|16.20\|466240;2026-08-13\|16.28\|-3.61\|17.12\|17.48\|16.26\|430471;2026-08-14\|17.01\|4.48\|16.22\|17.28\|16.22\|526903;2026-08-17\|17.58\|3.35\|17.22\|17.59\|16.83\|426158;2026-08-18\|17.01\|-3.24\|17.61\|17.90\|16.73\|379924;2026-08-19\|15.46\|-9.11\|16.26\|16.59\|15.31\|459907;2026-08-20\|16.26\|5.17\|15.94\|16.98\|15.58\|521009;2026-08-21\|16.66\|2.46\|16.40\|16.75\|15.70\|352416;2026-08-24\|16.62\|-0.24\|16.86\|17.08\|16.04\|486084;2026-08-25\|16.37\|-1.50\|16.45\|16.70\|15.60\|380853;2026-08-26\|16.36\|-0.06\|16.39\|16.83\|16.12\|367854;2026-08-27\|17.41\|6.42\|16.23\|17.47\|16.23\|488236;2026-08-28\|17.73\|1.84\|17.28\|18.49\|17.28\|543021;2026-08-31\|17.87\|0.79\|17.30\|17.99\|16.96\|440987;2026-09-01\|17.31\|-3.13\|18.00\|18.03\|17.30\|336820;2026-09-02\|17.06\|-1.44\|17.01\|17.25\|16.61\|225592;2026-09-03\|17.41\|2.05\|17.28\|17.63\|16.81\|318937;2026-09-04\|16.00\|-8.10\|17.35\|17.37\|15.67\|614287;2026-09-07\|17.08\|6.75\|15.95\|17.28\|15.71\|592378;2026-09-08\|17.22\|0.82\|17.41\|17.94\|17.01\|396133;2026-09-09\|17.32\|0.58\|17.21\|17.50\|17.07\|235877;2026-09-10\|16.56\|-4.39\|17.29\|17.29\|16.53\|256094;2026-09-11\|16.19\|-2.23\|16.21\|16.63\|15.05\|525950;2026-09-14\|17.06\|5.37\|15.87\|17.16\|15.56\|476116;2026-09-15\|17.87\|4.75\|17.05\|18.48\|16.99\|639608;2026-09-16\|18.00\|0.73\|17.69\|18.11\|17.55\|342567;2026-09-17\|17.82\|-1.00\|17.88\|18.70\|17.67\|348826;2026-09-18\|18.60\|4.38\|18.35\|19.10\|18.12\|641063;2026-09-21\|18.53\|-0.38\|18.60\|18.95\|18.10\|424282;2026-09-22\|19.08\|2.97\|18.71\|19.12\|18.28\|464486;2026-09-23\|19.23\|0.79\|19.04\|19.76\|18.68\|480554;2026-09-24\|18.55\|-3.54\|19.00\|19.34\|18.45\|353212;2026-09-28\|17.11\|-7.76\|18.49\|18.49\|17.00\|399928;2026-09-29\|17.27\|0.94\|17.00\|17.41\|16.80\|212975;2026-09-30\|16.85\|-2.43\|17.27\|17.61\|16.66\|204732;2026-10-08\|15.98\|-5.16\|16.88\|17.19\|15.79\|283681;2026-10-09\|15.58\|-2.50\|15.83\|15.83\|14.65\|349622;2026-10-12\|14.85\|-4.69\|15.50\|15.58\|14.85\|210745;2026-10-13\|14.82\|-0.20\|14.30\|15.12\|14.01\|222944;2026-10-14\|14.14\|-4.59\|14.68\|14.97\|14.11\|228786;2026-10-15\|13.30\|-5.94\|13.37\|13.79\|13.21\|273028;2026-10-16\|13.32\|0.15\|13.68\|14.06\|13.24\|255801;2026-10-19\|13.12\|-1.50\|13.13\|13.34\|12.56\|236694;2026-10-20\|13.49\|2.82\|13.12\|13.80\|13.03\|298034;2026-10-21\|13.19\|-2.22\|13.52\|13.66\|13.08\|208994;2026-10-22\|12.56\|-4.78\|13.25\|13.33\|12.50\|217112;2026-10-23\|11.84\|-5.73\|12.12\|12.23\|11.30\|662397;2026-10-26\|10.98\|-7.26\|11.60\|11.80\|10.78\|556039;2026-10-27\|10.62\|-3.28\|11.26\|11.55\|10.61\|411177;2026-10-28\|10.94\|3.01\|10.84\|11.09\|10.59\|398166;2026-10-29\|10.04\|-8.23\|10.91\|10.94\|10.02\|439003;2026-10-30\|9.30\|-7.37\|9.74\|10.04\|9.22\|491164;2026-11-02\|9.27\|-0.32\|9.39\|9.49\|8.85\|433847;2026-11-03\|8.99\|-3.02\|9.30\|9.52\|8.90\|371656;2026-11-04\|9.65\|7.34\|9.00\|9.66\|8.40\|708074;2026-11-05\|10.25\|6.22\|9.42\|10.62\|9.42\|898088;2026-11-06\|9.58\|-6.54\|9.90\|9.97\|9.48\|712143;2026-11-09\|9.40\|-1.88\|9.79\|9.95\|9.40\|495547;2026-11-10\|9.73\|3.51\|9.61\|9.88\|9.51\|462442;2026-11-11\|9.97\|2.47\|9.71\|10.02\|9.50\|417155;2026-11-12\|9.73\|-2.41\|10.03\|10.31\|9.70\|437396
121018	龙头上半年业绩同比大幅增长	氧化锆替代+口腔种植医保+外销龙头行业原因：锆概念股开盘走强。爱迪特6月17日在互动平台表示，公司已经收到日本东曹关于氧化锆粉体暂停供应的通知。公司原因： 1、据2026年6月17日互动易，公司已收到日本东曹关于氧化锆粉体暂停供应的通知，并已提前布局粉体替代方案且全面落地，新材料可替代原进口粉体，全线新品通过客户严苛验证，多家核心大客户已完成切换并签订长期订单。 2、据2026年6月17日互动易，国家医保局拟将口腔种植纳入首批全国统一医保项目目录，预计2026年10月至11月间印发；公司旗下沃兰种植体已入选国内口腔种植体系统集中带量采购名单，是中国首批进入医保限价支付目录的种植体品牌。 3、公司是国内较大的义齿用氧化锆瓷块生产企业，主营业务为口腔修复材料及口腔数字化设备，2025年境外营收占比达66.31%。	公司是国内口腔氧化锆修复材料龙头，近期表示已经收到日本东曹关于氧化锆粉体暂停供应的通知，针对公司的供应稳定性，公司已经提前布局粉体替代方案并全面落地，新材料可以替代原进口粉体，全线新品通过客户严苛验证	2026-07-03\|59.96\|-2.74\|62.75\|63.90\|59.90\|81826;2026-07-06\|60.29\|0.55\|60.11\|63.16\|60.11\|85431;2026-07-07\|59.64\|-1.08\|60.80\|63.00\|57.02\|101048;2026-07-08\|54.35\|-8.87\|59.00\|59.32\|54.33\|122264;2026-07-09\|56.08\|3.18\|54.98\|56.29\|53.94\|77703;2026-07-10\|53.90\|-3.89\|55.33\|57.66\|53.79\|79344;2026-07-13\|51.38\|-4.68\|53.72\|54.80\|51.25\|64986;2026-07-14\|52.80\|2.76\|51.30\|53.40\|51.05\|61727;2026-07-15\|52.96\|0.30\|52.79\|54.87\|52.22\|64130;2026-07-16\|52.86\|-0.19\|52.00\|54.45\|51.06\|60692;2026-07-17\|48.26\|-8.70\|52.95\|53.80\|47.60\|74962;2026-07-20\|46.00\|-4.68\|50.95\|52.26\|44.70\|93973;2026-07-21\|55.20\|20.00\|48.11\|55.20\|47.00\|150364;2026-07-22\|53.83\|-2.48\|52.19\|56.30\|52.19\|145400;2026-07-23\|52.40\|-2.66\|54.09\|55.90\|52.07\|97401;2026-07-24\|49.58\|-5.38\|50.51\|51.82\|49.51\|76378;2026-07-27\|52.58\|6.05\|49.83\|52.58\|49.36\|77841;2026-07-28\|51.49\|-2.07\|51.70\|53.27\|51.01\|66119;2026-07-29\|51.38\|-0.21\|51.51\|53.20\|49.89\|74320;2026-07-30\|47.91\|-6.75\|50.92\|51.47\|46.88\|89333;2026-07-31\|49.95\|4.26\|51.52\|52.68\|49.89\|85456;2026-08-03\|49.02\|-1.86\|49.69\|51.00\|48.55\|56237;2026-08-04\|50.42\|2.86\|49.17\|51.20\|48.91\|58694;2026-08-05\|53.32\|5.75\|50.78\|54.02\|50.21\|79983;2026-08-06\|53.30\|-0.04\|52.08\|54.00\|51.31\|76239;2026-08-07\|55.66\|4.43\|52.87\|55.85\|51.92\|105770;2026-08-10\|55.77\|0.20\|56.19\|56.58\|54.00\|92442;2026-08-11\|53.20\|-4.61\|55.01\|55.45\|53.02\|78505;2026-08-12\|53.22\|0.04\|53.00\|53.75\|52.60\|54184;2026-08-13\|52.60\|-1.17\|53.28\|55.22\|52.60\|73244;2026-08-14\|53.38\|1.48\|52.82\|53.98\|52.18\|55275;2026-08-17\|56.21\|5.30\|53.94\|56.49\|53.34\|90497;2026-08-18\|54.77\|-2.56\|55.81\|55.90\|53.72\|58318;2026-08-19\|50.44\|-7.91\|53.72\|53.83\|50.30\|58815;2026-08-20\|50.19\|-0.50\|51.45\|51.99\|49.74\|49964;2026-08-21\|51.34\|2.29\|49.43\|52.30\|48.91\|46967;2026-08-24\|48.96\|-4.64\|51.00\|51.50\|48.01\|46432;2026-08-25\|50.90\|3.96\|48.13\|51.50\|47.88\|56652;2026-08-26\|55.66\|9.35\|50.90\|56.08\|49.12\|126960;2026-08-27\|56.56\|1.62\|55.41\|57.20\|53.88\|83149;2026-08-28\|54.97\|-2.81\|56.00\|57.53\|54.74\|52184;2026-08-31\|55.46\|0.89\|54.30\|55.87\|53.70\|45352;2026-09-01\|55.08\|-0.69\|55.32\|55.80\|54.51\|47757;2026-09-02\|55.48\|0.73\|54.51\|57.00\|53.95\|55269;2026-09-03\|54.82\|-1.19\|55.50\|55.97\|54.02\|38712;2026-09-04\|52.83\|-3.63\|55.48\|56.96\|52.40\|53625;2026-09-07\|55.35\|4.77\|52.95\|55.65\|52.68\|45282;2026-09-08\|54.40\|-1.72\|55.30\|55.65\|54.05\|37516;2026-09-09\|54.21\|-0.35\|54.10\|55.66\|53.70\|29772;2026-09-10\|53.50\|-1.31\|54.21\|54.50\|52.81\|27839;2026-09-11\|52.48\|-1.91\|53.02\|53.12\|50.52\|44712;2026-09-14\|52.56\|0.15\|52.78\|53.43\|50.90\|36676;2026-09-15\|54.98\|4.60\|53.11\|56.62\|53.11\|71195;2026-09-16\|57.90\|5.31\|54.40\|59.30\|54.17\|94250;2026-09-17\|55.11\|-4.82\|57.10\|58.32\|54.43\|85419;2026-09-18\|57.00\|3.43\|55.66\|58.18\|55.19\|79802;2026-09-21\|57.20\|0.35\|57.73\|58.66\|56.81\|55524;2026-09-22\|56.37\|-1.45\|57.50\|58.28\|56.10\|47974;2026-09-23\|57.50\|2.00\|56.37\|57.72\|55.83\|45784;2026-09-24\|57.43\|-0.12\|57.17\|60.06\|57.08\|78821;2026-09-28\|52.26\|-9.00\|58.13\|58.18\|52.12\|68283;2026-09-29\|52.08\|-0.34\|51.92\|53.09\|51.79\|33929;2026-09-30\|50.11\|-3.78\|52.51\|52.59\|49.50\|54384;2026-10-08\|48.28\|-3.65\|51.11\|51.80\|47.68\|42124;2026-10-09\|46.50\|-3.69\|48.00\|48.32\|44.13\|58603;2026-10-12\|45.40\|-2.37\|46.49\|47.30\|45.00\|30470;2026-10-13\|45.40\|0.00\|44.52\|46.10\|42.80\|38696;2026-10-14\|43.98\|-3.13\|45.01\|45.57\|43.98\|24988;2026-10-15\|42.61\|-3.12\|42.88\|43.99\|42.21\|28643;2026-10-16\|42.37\|-0.56\|43.60\|43.98\|41.93\|23079;2026-10-19\|41.94\|-1.01\|42.00\|42.38\|40.81\|21998;2026-10-20\|43.60\|3.96\|42.69\|44.00\|41.37\|38450;2026-10-21\|44.19\|1.35\|44.01\|46.45\|43.90\|40094;2026-10-22\|43.60\|-1.34\|45.07\|46.36\|43.58\|47458;2026-10-23\|49.72\|14.04\|43.03\|50.30\|42.56\|112906;2026-10-26\|46.60\|-6.28\|49.00\|49.98\|46.50\|82406;2026-10-27\|45.85\|-1.61\|47.00\|48.60\|45.85\|62812;2026-10-28\|46.82\|2.12\|46.50\|48.15\|45.85\|54946;2026-10-29\|39.97\|-14.63\|43.51\|43.51\|39.88\|97292;2026-10-30\|40.01\|0.10\|38.53\|42.37\|38.51\|65926;2026-11-02\|41.37\|3.40\|40.73\|42.00\|39.51\|49949;2026-11-03\|39.33\|-4.93\|41.00\|41.38\|39.33\|38018;2026-11-04\|40.67\|3.41\|39.75\|41.17\|38.56\|50012;2026-11-05\|42.17\|3.69\|40.30\|42.79\|40.22\|43394;2026-11-06\|41.07\|-2.61\|40.26\|42.38\|40.25\|36486;2026-11-09\|40.11\|-2.34\|41.48\|42.13\|40.10\|36143;2026-11-10\|41.19\|2.69\|40.90\|41.44\|40.60\|26395;2026-11-11\|41.85\|1.60\|41.40\|42.19\|40.63\|32755;2026-11-12\|40.16\|-4.04\|41.68\|42.39\|40.05\|37460
121017	龙头上半年业绩同比大幅增长	锆产品+扩产+固态电池行业原因： 1、据证券日报2月27日报道，国内配额叠加海外限产导致稀土、钨、锂等现货供应趋紧，价格春节后再创新高。 2、全球AI算力、新能源、军工需求爆发，多国将关键小金属列入战略矿产，定价权与战略价值被系统性重估。公司原因： 1、据2026年2月26日互动易，公司应用于固态电池电解质的氧化锆样品获得部分固态电池材料厂家研发试用初步认可。 2、据2026年1月6日公告，全资子公司拟投建年产1万吨新能源电池级高纯复合氧化锆项目，首期5000吨/年已完成备案及环评。 3、据2024年年度报告，公司是国内锆行业技术领先、产业链完整的高新技术企业，产品覆盖氧氯化锆、二氧化锆等百余品种，应用于新能源、电子陶瓷等高端领域。	1、公司主要从事锆系列制品，产品涵盖锆英砂、钛精矿等，在澳大利亚开采的明达里矿区为海滨砂矿（锆钛铪伴生）； 2、公司涉及稀土的产品为分选澳大利亚开采的重矿物得到的副产品独居石，独居石约占重矿物重量的1%-2.5%，独居石内含有各种稀土元素的氧化物，如氧化钍、氧化镧、氧化铈、氧化钕等	2026-07-03\|25.04\|-3.88\|26.10\|26.85\|23.73\|1662610;2026-07-06\|23.94\|-4.39\|25.38\|26.30\|23.73\|1180969;2026-07-07\|22.33\|-6.73\|23.94\|24.45\|22.01\|1027858;2026-07-08\|20.10\|-9.99\|22.22\|22.65\|20.10\|921161;2026-07-09\|19.65\|-2.24\|20.01\|20.67\|18.58\|1049238;2026-07-10\|19.65\|0.00\|19.61\|21.62\|19.30\|1289647;2026-07-13\|17.69\|-9.97\|19.01\|19.55\|17.69\|826635;2026-07-14\|18.08\|2.20\|17.04\|18.17\|16.95\|778321;2026-07-15\|17.52\|-3.10\|18.40\|18.60\|17.40\|636642;2026-07-16\|17.30\|-1.26\|16.88\|17.95\|16.62\|590929;2026-07-17\|17.02\|-1.62\|17.21\|18.58\|16.59\|1078215;2026-07-20\|15.32\|-9.99\|17.58\|17.84\|15.32\|893719;2026-07-21\|16.85\|9.99\|16.56\|16.85\|15.22\|1487141;2026-07-22\|17.10\|1.48\|17.37\|18.06\|16.50\|1846720;2026-07-23\|17.16\|0.35\|17.00\|17.75\|16.57\|1407439;2026-07-24\|15.56\|-9.32\|16.31\|16.76\|15.51\|1166325;2026-07-27\|16.09\|3.41\|15.30\|16.10\|15.01\|989797;2026-07-28\|15.39\|-4.35\|15.56\|16.37\|15.26\|609154;2026-07-29\|15.44\|0.32\|15.43\|15.71\|14.80\|770792;2026-07-30\|14.23\|-7.84\|15.34\|15.78\|14.08\|836172;2026-07-31\|14.43\|1.41\|15.01\|15.34\|14.40\|841855;2026-08-03\|14.86\|2.98\|14.56\|15.62\|14.38\|743610;2026-08-04\|15.40\|3.63\|14.82\|15.52\|14.72\|845087;2026-08-05\|16.57\|7.60\|15.70\|16.88\|15.55\|1253821;2026-08-06\|17.06\|2.96\|16.70\|17.30\|16.32\|1472327;2026-08-07\|17.22\|0.94\|17.00\|17.33\|16.43\|1221584;2026-08-10\|18.11\|5.17\|17.70\|18.87\|17.60\|1445055;2026-08-11\|17.77\|-1.88\|17.96\|18.94\|17.55\|1272228;2026-08-12\|17.52\|-1.41\|17.76\|17.81\|17.23\|853902;2026-08-13\|17.00\|-2.97\|17.60\|17.81\|16.96\|740783;2026-08-14\|17.45\|2.65\|17.10\|17.50\|16.90\|647030;2026-08-17\|18.39\|5.39\|17.50\|18.60\|17.33\|974468;2026-08-18\|18.00\|-2.12\|18.27\|18.56\|17.77\|805059;2026-08-19\|16.88\|-6.22\|17.44\|18.22\|16.78\|696059;2026-08-20\|16.40\|-2.84\|17.20\|17.20\|16.20\|558051;2026-08-21\|16.74\|2.07\|16.17\|16.79\|15.90\|440640;2026-08-24\|16.51\|-1.37\|16.90\|17.06\|16.12\|440236;2026-08-25\|16.19\|-1.94\|16.53\|17.01\|15.73\|581323;2026-08-26\|16.51\|1.98\|16.20\|16.94\|15.94\|630231;2026-08-27\|17.28\|4.66\|16.35\|17.37\|16.30\|790813;2026-08-28\|17.22\|-0.35\|17.29\|17.76\|17.00\|567076;2026-08-31\|17.02\|-1.16\|16.86\|17.06\|16.52\|420817;2026-09-01\|16.35\|-3.94\|16.99\|17.10\|16.27\|404585;2026-09-02\|15.98\|-2.26\|16.03\|16.12\|15.60\|349913;2026-09-03\|16.03\|0.31\|16.09\|16.23\|15.62\|350107;2026-09-04\|15.24\|-4.93\|16.09\|16.19\|15.09\|522622;2026-09-07\|15.44\|1.31\|15.30\|15.53\|15.05\|305373;2026-09-08\|15.33\|-0.71\|15.50\|15.64\|15.21\|318550;2026-09-09\|15.74\|2.67\|15.32\|16.25\|15.29\|714115;2026-09-10\|15.37\|-2.35\|15.79\|15.80\|15.31\|335015;2026-09-11\|14.94\|-2.80\|15.01\|15.06\|14.45\|419852;2026-09-14\|15.25\|2.08\|14.78\|15.34\|14.61\|307612;2026-09-15\|15.46\|1.38\|15.33\|15.65\|15.32\|360526;2026-09-16\|16.34\|5.69\|15.60\|16.48\|15.59\|782706;2026-09-17\|15.81\|-3.24\|16.08\|16.30\|15.70\|535417;2026-09-18\|16.25\|2.78\|16.12\|16.50\|15.80\|464999;2026-09-21\|16.76\|3.14\|16.57\|16.88\|16.38\|511307;2026-09-22\|16.59\|-1.01\|16.84\|17.18\|16.43\|494366;2026-09-23\|16.36\|-1.39\|16.67\|16.68\|16.16\|298234;2026-09-24\|16.19\|-1.04\|16.18\|16.79\|16.15\|311426;2026-09-28\|15.20\|-6.11\|16.00\|16.03\|15.15\|303678;2026-09-29\|15.59\|2.57\|15.21\|15.79\|15.07\|280121;2026-09-30\|15.04\|-3.53\|15.77\|15.78\|15.01\|253636;2026-10-08\|14.90\|-0.93\|15.12\|15.48\|14.77\|281570;2026-10-09\|14.45\|-3.02\|14.87\|14.88\|13.78\|444871;2026-10-12\|13.88\|-3.94\|14.29\|14.36\|13.84\|303487;2026-10-13\|13.70\|-1.30\|13.51\|13.89\|13.10\|295799;2026-10-14\|13.07\|-4.60\|13.59\|13.61\|13.05\|252732;2026-10-15\|13.61\|4.13\|13.19\|13.99\|12.96\|795976;2026-10-16\|13.25\|-2.65\|13.63\|13.76\|13.13\|590543;2026-10-19\|13.60\|2.64\|13.30\|13.88\|13.20\|635500;2026-10-20\|13.78\|1.32\|13.51\|14.08\|13.51\|507114;2026-10-21\|13.94\|1.16\|13.97\|14.36\|13.67\|467693;2026-10-22\|13.94\|0.00\|13.90\|14.46\|13.84\|636299;2026-10-23\|14.25\|2.22\|13.66\|14.26\|13.22\|705544;2026-10-26\|13.58\|-4.70\|13.97\|14.10\|13.28\|524630;2026-10-27\|13.60\|0.15\|13.70\|14.30\|13.58\|636193;2026-10-28\|14.10\|3.68\|13.65\|14.29\|13.26\|614718;2026-10-29\|13.48\|-4.40\|13.91\|14.08\|13.48\|441841;2026-10-30\|12.88\|-4.45\|13.09\|13.53\|12.85\|493674;2026-11-02\|13.08\|1.55\|13.07\|13.12\|12.53\|409135;2026-11-03\|12.70\|-2.91\|12.91\|13.42\|12.61\|442806;2026-11-04\|13.42\|5.67\|12.75\|13.47\|12.40\|603743;2026-11-05\|13.74\|2.38\|13.37\|14.05\|13.24\|502895;2026-11-06\|13.58\|-1.16\|13.12\|13.99\|13.06\|453228;2026-11-09\|13.80\|1.62\|13.85\|14.00\|13.71\|403499;2026-11-10\|13.81\|0.07\|13.98\|14.02\|13.68\|304406;2026-11-11\|14.23\|3.04\|13.69\|14.28\|13.61\|440137;2026-11-12\|13.83\|-2.81\|14.14\|14.28\|13.82\|350624
121016	龙头1.6T光模块出货量明显增长	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184;2026-09-14\|171.81\|-3.13\|172.54\|176.50\|169.00\|216603;2026-09-15\|168.37\|-2.00\|170.14\|173.21\|167.59\|235222;2026-09-16\|185.21\|10.00\|169.00\|185.21\|168.00\|412250;2026-09-17\|191.22\|3.25\|188.00\|196.90\|188.00\|592612;2026-09-18\|195.40\|2.19\|193.99\|199.00\|189.38\|434870;2026-09-21\|193.76\|-0.84\|198.00\|199.48\|191.73\|272646;2026-09-22\|190.37\|-1.75\|196.19\|196.70\|189.71\|299094;2026-09-23\|190.00\|-0.19\|192.75\|192.75\|187.08\|196756;2026-09-24\|181.99\|-4.22\|189.09\|189.49\|181.73\|196197;2026-09-28\|163.80\|-10.00\|180.19\|180.25\|163.79\|375826;2026-09-29\|166.90\|1.89\|164.38\|168.38\|162.18\|237670;2026-09-30\|164.88\|-1.21\|169.62\|169.62\|164.15\|163608;2026-10-08\|152.01\|-7.81\|165.01\|165.59\|150.00\|367511;2026-10-09\|148.71\|-2.17\|151.39\|151.51\|141.08\|335766;2026-10-12\|140.17\|-5.74\|147.13\|150.00\|140.00\|213983;2026-10-13\|145.86\|4.06\|135.68\|147.85\|132.70\|349948;2026-10-14\|141.09\|-3.27\|146.01\|150.00\|140.50\|248119;2026-10-15\|132.96\|-5.76\|132.01\|137.18\|131.80\|265015;2026-10-16\|133.75\|0.59\|138.50\|141.00\|132.00\|269052;2026-10-19\|132.52\|-0.92\|133.77\|134.13\|126.70\|244526;2026-10-20\|134.06\|1.16\|132.66\|137.00\|129.51\|211321;2026-10-21\|135.70\|1.22\|135.01\|140.18\|134.33\|237014;2026-10-22\|127.60\|-5.97\|135.76\|136.00\|126.91\|247079;2026-10-23\|128.63\|0.81\|124.31\|129.50\|116.78\|356774;2026-10-26\|122.53\|-4.74\|128.52\|128.98\|120.82\|232552;2026-10-27\|119.97\|-2.09\|125.04\|126.20\|119.80\|237455;2026-10-28\|123.60\|3.03\|123.00\|124.47\|120.11\|266009;2026-10-29\|112.34\|-9.11\|122.82\|123.00\|112.11\|296264;2026-10-30\|102.60\|-8.67\|106.30\|110.48\|102.56\|300593;2026-11-02\|102.44\|-0.16\|104.66\|105.24\|98.80\|307463;2026-11-03\|92.20\|-10.00\|100.00\|100.90\|92.20\|346311;2026-11-04\|98.23\|6.54\|90.42\|99.21\|86.59\|610579;2026-11-05\|97.29\|-0.96\|94.04\|101.25\|93.09\|449646;2026-11-06\|91.30\|-6.16\|91.37\|94.65\|87.86\|351828;2026-11-09\|93.35\|2.25\|94.00\|96.53\|90.80\|277651;2026-11-10\|94.48\|1.21\|97.88\|98.39\|94.06\|267076;2026-11-11\|103.93\|10.00\|95.34\|103.93\|94.87\|397870;2026-11-12\|103.28\|-0.63\|105.00\|112.00\|103.01\|537370
121015	龙头1.6T光模块出货量明显增长	1.6T光模块+CPO+海外营收行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司已搭建多速率、多技术路线的完整产品矩阵。其中800G、1.6T光模块同步布局EML、硅光、薄膜铌酸锂三大技术平台，实现供应链多元化保障。同时，公司推出12.8T液冷XPO与6.4T NPO解决方案，为下一代AI算力架构提供高灵活、高性能、高可靠性的光互联选择。 2、据2026年5月8日投资者关系活动记录表及2025年年度报告，公司海外市场收入占比超过85%，持续加码马来西亚槟城海外产能建设，重点聚焦800G、1.6T等高速率光模块的交付保障。 3、据2025年年度报告，公司掌握CPO/NPO光电混合集成核心工艺，已加入国际标准组织并参与下一代技术规范制定，正在建设相关核心工艺与测试平台。	公司专注于光通信收发模块的研产销	2026-07-03\|297.99\|-2.88\|305.82\|323.16\|296.56\|76250;2026-07-06\|282.13\|-5.32\|303.00\|304.00\|280.01\|65143;2026-07-07\|275.85\|-2.23\|281.99\|291.65\|268.50\|48422;2026-07-08\|263.71\|-4.40\|282.85\|283.50\|260.01\|48046;2026-07-09\|272.00\|3.14\|271.01\|273.98\|250.00\|73079;2026-07-10\|264.56\|-2.74\|280.01\|299.19\|264.40\|85182;2026-07-13\|239.12\|-9.62\|265.15\|267.74\|238.02\|64700;2026-07-14\|269.85\|12.85\|241.50\|270.86\|235.37\|80886;2026-07-15\|250.79\|-7.06\|267.16\|274.50\|248.00\|54651;2026-07-16\|235.00\|-6.30\|249.70\|251.61\|232.01\|54142;2026-07-17\|201.50\|-14.26\|235.00\|236.00\|199.63\|75197;2026-07-20\|178.00\|-11.66\|211.96\|212.82\|169.67\|91387;2026-07-21\|213.60\|20.00\|183.23\|213.60\|153.00\|119251;2026-07-22\|214.11\|0.24\|206.00\|228.88\|206.00\|124472;2026-07-23\|226.66\|5.86\|224.09\|232.00\|218.40\|94420;2026-07-24\|231.16\|1.99\|226.63\|234.31\|218.85\|81473;2026-07-27\|240.39\|3.99\|236.64\|251.95\|230.91\|92560;2026-07-28\|217.00\|-9.73\|226.80\|238.58\|215.00\|83958;2026-07-29\|229.51\|5.76\|217.12\|232.81\|212.52\|107279;2026-07-30\|201.69\|-12.12\|222.80\|227.00\|192.21\|111842;2026-07-31\|221.00\|9.57\|232.88\|235.79\|220.80\|119078;2026-08-03\|253.90\|14.89\|221.00\|259.49\|221.00\|135321;2026-08-04\|266.94\|5.14\|260.09\|272.22\|248.00\|117316;2026-08-05\|261.08\|-2.20\|236.79\|266.50\|233.92\|141555;2026-08-06\|284.08\|8.81\|255.46\|298.39\|253.00\|115784;2026-08-07\|281.88\|-0.77\|284.52\|291.00\|276.67\|107356;2026-08-10\|287.00\|1.82\|284.02\|287.66\|268.60\|90894;2026-08-11\|293.91\|2.41\|287.03\|298.80\|276.60\|84944;2026-08-12\|301.80\|2.68\|298.78\|309.86\|293.00\|82056;2026-08-13\|293.50\|-2.75\|307.00\|308.00\|293.50\|89054;2026-08-14\|302.48\|3.06\|292.00\|304.00\|285.50\|79926;2026-08-17\|304.08\|0.53\|302.40\|306.54\|287.04\|94193;2026-08-18\|301.30\|-0.91\|303.20\|311.79\|294.11\|67369;2026-08-19\|264.00\|-12.38\|292.00\|295.00\|261.13\|102364;2026-08-20\|299.50\|13.45\|271.08\|302.50\|266.66\|103354;2026-08-21\|302.80\|1.10\|300.01\|320.10\|292.36\|91732;2026-08-24\|303.98\|0.39\|306.01\|310.88\|295.29\|79760;2026-08-25\|303.90\|-0.03\|300.00\|306.00\|284.00\|92056;2026-08-26\|311.19\|2.40\|303.56\|315.00\|283.06\|95233;2026-08-27\|329.50\|5.88\|310.00\|332.57\|305.16\|99806;2026-08-28\|320.85\|-2.63\|332.80\|340.88\|320.00\|87544;2026-08-31\|308.93\|-3.72\|317.00\|317.30\|301.00\|84391;2026-09-01\|298.18\|-3.48\|309.00\|309.99\|294.99\|55773;2026-09-02\|284.70\|-4.52\|290.74\|293.60\|282.22\|53269;2026-09-03\|285.00\|0.11\|291.00\|293.00\|282.58\|41566;2026-09-04\|285.00\|0.00\|286.00\|305.99\|282.00\|65096;2026-09-07\|318.98\|11.92\|295.00\|320.98\|295.00\|95378;2026-09-08\|309.08\|-3.10\|321.30\|323.80\|307.68\|55168;2026-09-09\|297.59\|-3.72\|314.80\|319.60\|294.28\|63393;2026-09-10\|303.09\|1.85\|293.61\|308.00\|293.61\|57587;2026-09-11\|287.91\|-5.01\|299.01\|302.81\|276.03\|82665;2026-09-14\|276.70\|-3.89\|281.13\|288.84\|272.30\|58163;2026-09-15\|272.02\|-1.69\|273.05\|280.78\|269.03\|43177;2026-09-16\|294.20\|8.15\|272.31\|298.00\|270.41\|77779;2026-09-17\|300.40\|2.11\|292.00\|302.76\|288.64\|65588;2026-09-18\|323.64\|7.74\|306.30\|326.56\|306.30\|94491;2026-09-21\|321.00\|-0.82\|325.60\|326.27\|316.50\|47996;2026-09-22\|327.50\|2.02\|324.99\|335.12\|317.16\|63315;2026-09-23\|324.88\|-0.80\|328.98\|330.88\|321.60\|31728;2026-09-24\|308.00\|-5.20\|325.58\|329.27\|308.00\|45253;2026-09-28\|266.80\|-13.38\|308.10\|308.10\|263.88\|95688;2026-09-29\|263.48\|-1.24\|267.00\|267.95\|258.16\|53389;2026-09-30\|283.32\|7.53\|267.00\|286.48\|266.66\|83632;2026-10-08\|251.65\|-11.18\|276.00\|277.99\|247.36\|83280;2026-10-09\|284.00\|12.86\|254.16\|288.00\|252.00\|132896;2026-10-12\|285.01\|0.36\|280.01\|295.09\|275.03\|72818;2026-10-13\|304.35\|6.79\|277.06\|308.98\|277.06\|95022;2026-10-14\|294.09\|-3.37\|302.02\|308.53\|293.00\|58965;2026-10-15\|286.58\|-2.55\|283.75\|295.77\|282.61\|56711;2026-10-16\|284.53\|-0.72\|291.30\|302.01\|279.62\|71573;2026-10-19\|297.00\|4.38\|281.00\|309.00\|281.00\|77989;2026-10-20\|291.00\|-2.02\|292.92\|301.80\|278.81\|70398;2026-10-21\|287.03\|-1.36\|293.00\|305.00\|285.98\|64716;2026-10-22\|268.00\|-6.63\|292.78\|293.99\|268.00\|69440;2026-10-23\|279.50\|4.29\|263.01\|290.22\|251.48\|94235;2026-10-26\|235.59\|-15.71\|260.74\|266.00\|232.91\|111876;2026-10-27\|203.30\|-13.71\|238.15\|246.20\|201.03\|124516;2026-10-28\|208.18\|2.40\|203.03\|214.01\|195.16\|102226;2026-10-29\|175.20\|-15.84\|199.00\|199.25\|175.00\|113184;2026-10-30\|157.44\|-10.14\|162.95\|171.39\|157.33\|90340;2026-11-02\|162.80\|3.40\|156.52\|166.95\|146.41\|109677;2026-11-03\|139.79\|-14.13\|159.89\|160.00\|138.21\|109738;2026-11-04\|153.44\|9.76\|139.02\|154.93\|133.50\|117242;2026-11-05\|153.47\|0.02\|145.77\|158.91\|145.77\|89870;2026-11-06\|143.35\|-6.59\|142.00\|149.80\|134.29\|80101;2026-11-09\|143.05\|-0.21\|146.22\|147.89\|138.50\|64003;2026-11-10\|145.94\|2.02\|149.03\|153.80\|145.35\|68677;2026-11-11\|164.00\|12.37\|146.87\|165.56\|146.87\|113633;2026-11-12\|159.89\|-2.51\|166.32\|172.00\|158.95\|95551
121014	龙头1.6T光模块出货量明显增长	半导体测试+人形机器人+苹果订单行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月30日年报，公司2026年经营计划明确利用产业链协同优势布局人形机器人测试业务，相关执行器控制器模块测试设备已供货海外实验室。 2、据2026年4月30日年报，公司可为芯片、SiP、模块等提供ATE与PXIe架构半导体测试机，2025年研发投入3.94亿元，占营收21.6%，技术对标海外垄断机型。 3、据2026年4月30日年报，公司长期为苹果公司手机屏幕检测设备供应商，并与三星、LG、京东方等保持合作，产品覆盖手机、平板、手表、耳机等测试。	1、公司拟以现金2.06亿元收购武汉普赛斯39%股权，标的长期专注于光电测试仪器仪表与测试装备，产品覆盖示波器、源表、误码仪等光模块测试全品类产品； 2、公司人形机器人控制器模块测试设备已供货海外实验室，并计划2026年继续扩大该领域测试业务	2026-07-03\|72.58\|-0.98\|73.30\|77.90\|71.33\|89137;2026-07-06\|68.00\|-6.31\|73.40\|74.44\|67.28\|100328;2026-07-07\|66.67\|-1.96\|68.80\|68.80\|65.11\|69842;2026-07-08\|65.16\|-2.26\|68.20\|69.23\|63.50\|67420;2026-07-09\|68.11\|4.61\|66.36\|68.41\|63.06\|78231;2026-07-10\|64.38\|-5.48\|69.47\|70.19\|64.13\|89070;2026-07-13\|58.90\|-8.51\|62.66\|64.16\|58.40\|97541;2026-07-14\|62.06\|5.37\|59.39\|63.50\|58.40\|93924;2026-07-15\|62.99\|1.50\|62.74\|64.96\|61.78\|83729;2026-07-16\|60.82\|-3.44\|62.50\|64.74\|60.00\|106332;2026-07-17\|54.36\|-10.62\|60.66\|61.49\|53.19\|122097;2026-07-20\|47.80\|-12.07\|55.76\|56.96\|45.89\|142347;2026-07-21\|57.36\|20.00\|48.55\|57.36\|44.49\|190925;2026-07-22\|52.81\|-7.93\|54.81\|58.84\|52.24\|137465;2026-07-23\|50.32\|-4.71\|53.33\|55.28\|49.50\|95979;2026-07-24\|49.77\|-1.09\|49.55\|51.78\|48.88\|90038;2026-07-27\|51.50\|3.48\|49.77\|52.00\|47.51\|69813;2026-07-28\|47.00\|-8.74\|50.00\|51.76\|46.23\|74995;2026-07-29\|46.16\|-1.79\|47.84\|47.86\|42.81\|107005;2026-07-30\|42.00\|-9.01\|46.52\|46.66\|41.24\|107012;2026-07-31\|43.18\|2.81\|46.00\|47.64\|43.10\|98712;2026-08-03\|42.00\|-2.73\|42.00\|44.18\|40.66\|103572;2026-08-04\|45.29\|7.83\|42.22\|45.75\|41.70\|77038;2026-08-05\|48.14\|6.29\|43.82\|48.54\|43.82\|93893;2026-08-06\|49.12\|2.04\|47.74\|50.18\|46.59\|85937;2026-08-07\|51.39\|4.62\|48.11\|52.69\|47.80\|99469;2026-08-10\|49.36\|-3.95\|51.39\|51.39\|47.50\|108394;2026-08-11\|49.26\|-0.20\|49.49\|50.64\|47.80\|61746;2026-08-12\|50.36\|2.23\|48.52\|51.50\|48.52\|66682;2026-08-13\|49.00\|-2.70\|50.86\|53.28\|48.82\|84861;2026-08-14\|50.39\|2.84\|49.72\|50.68\|49.00\|59701;2026-08-17\|56.08\|11.29\|50.74\|56.98\|50.62\|131607;2026-08-18\|59.45\|6.01\|56.49\|60.12\|56.13\|175510;2026-08-19\|52.05\|-12.45\|57.00\|57.83\|51.50\|127014;2026-08-20\|53.32\|2.44\|53.00\|54.67\|51.50\|103594;2026-08-21\|52.99\|-0.62\|52.59\|55.49\|51.72\|72280;2026-08-24\|51.28\|-3.23\|52.95\|52.95\|49.90\|70825;2026-08-25\|51.29\|0.02\|50.64\|52.18\|48.64\|62765;2026-08-26\|50.68\|-1.19\|51.00\|52.85\|49.73\|54105;2026-08-27\|55.03\|8.58\|50.50\|55.18\|50.50\|89582;2026-08-28\|52.33\|-4.91\|54.40\|55.22\|52.17\|66717;2026-08-31\|54.89\|4.89\|52.60\|55.80\|51.46\|88024;2026-09-01\|51.60\|-5.99\|54.35\|54.83\|51.01\|70974;2026-09-02\|49.66\|-3.76\|51.00\|51.35\|49.22\|54686;2026-09-03\|51.30\|3.30\|50.60\|52.70\|49.43\|74802;2026-09-04\|48.55\|-5.36\|51.86\|56.60\|48.00\|134079;2026-09-07\|58.26\|20.00\|50.80\|58.26\|49.52\|193159;2026-09-08\|61.06\|4.81\|58.00\|63.81\|57.26\|250602;2026-09-09\|66.31\|8.60\|62.28\|67.88\|62.28\|190509;2026-09-10\|64.60\|-2.58\|66.09\|67.50\|64.01\|114899;2026-09-11\|62.31\|-3.54\|63.76\|65.30\|60.38\|173233;2026-09-14\|64.20\|3.03\|60.90\|66.30\|59.00\|143940;2026-09-15\|64.02\|-0.28\|64.47\|65.84\|62.31\|98757;2026-09-16\|68.90\|7.62\|63.46\|69.71\|62.80\|143773;2026-09-17\|70.50\|2.32\|68.90\|72.96\|67.60\|154254;2026-09-18\|75.37\|6.94\|71.19\|75.37\|68.75\|129712;2026-09-21\|75.17\|-0.27\|73.99\|75.91\|71.68\|118012;2026-09-22\|73.36\|-2.41\|75.28\|75.60\|71.50\|119379;2026-09-23\|70.74\|-3.57\|73.14\|76.26\|70.36\|153324;2026-09-24\|67.57\|-4.48\|69.43\|70.98\|67.40\|122322;2026-09-28\|61.82\|-8.51\|67.33\|69.00\|60.92\|118239;2026-09-29\|62.45\|1.02\|62.09\|64.66\|60.61\|128551;2026-09-30\|60.69\|-2.82\|63.19\|63.65\|60.60\|75976;2026-10-08\|56.72\|-6.54\|60.76\|61.80\|55.76\|115025;2026-10-09\|55.20\|-2.68\|56.49\|56.70\|51.08\|123883;2026-10-12\|53.00\|-3.99\|54.99\|56.30\|52.81\|71174;2026-10-13\|55.30\|4.34\|51.60\|56.66\|49.01\|121239;2026-10-14\|52.97\|-4.21\|56.13\|56.50\|52.53\|74595;2026-10-15\|49.66\|-6.25\|51.00\|51.92\|48.80\|91561;2026-10-16\|49.02\|-1.29\|51.00\|51.40\|48.40\|68965;2026-10-19\|47.20\|-3.71\|48.54\|48.60\|45.03\|70782;2026-10-20\|47.73\|1.12\|47.00\|49.35\|46.44\|67400;2026-10-21\|46.90\|-1.74\|48.38\|49.57\|46.11\|70302;2026-10-22\|43.50\|-7.25\|47.58\|48.78\|43.48\|94904;2026-10-23\|44.57\|2.46\|42.63\|45.00\|38.78\|136243;2026-10-26\|42.31\|-5.07\|44.44\|44.49\|41.65\|84262;2026-10-27\|39.82\|-5.89\|43.66\|43.78\|39.72\|61699;2026-10-28\|41.98\|5.42\|40.47\|42.73\|40.09\|66485;2026-10-29\|38.53\|-8.22\|42.54\|42.54\|38.50\|70110;2026-10-30\|35.80\|-7.09\|37.00\|38.98\|35.80\|76310;2026-11-02\|37.62\|5.08\|36.74\|38.20\|35.80\|102243;2026-11-03\|35.08\|-6.75\|37.00\|37.46\|34.50\|73378;2026-11-04\|38.80\|10.60\|35.25\|38.88\|34.16\|94950;2026-11-05\|38.53\|-0.70\|37.81\|40.12\|37.22\|102721;2026-11-06\|36.68\|-4.80\|35.69\|37.66\|35.10\|86306;2026-11-09\|37.07\|1.06\|37.41\|37.96\|36.82\|58419;2026-11-10\|38.20\|3.05\|38.33\|38.86\|37.82\|60973;2026-11-11\|40.35\|5.63\|38.20\|40.58\|38.20\|70219;2026-11-12\|42.73\|5.90\|40.80\|44.68\|40.80\|140480
121013	龙头1.6T光模块出货量明显增长	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599;2026-09-14\|139.50\|5.49\|128.44\|140.88\|126.05\|75237;2026-09-15\|139.00\|-0.36\|140.89\|143.21\|138.40\|55769;2026-09-16\|144.37\|3.86\|139.25\|144.39\|137.13\|68472;2026-09-17\|141.70\|-1.85\|143.91\|146.48\|139.78\|58016;2026-09-18\|145.81\|2.90\|145.01\|148.99\|138.72\|69191;2026-09-21\|143.76\|-1.41\|146.68\|146.98\|141.67\|59069;2026-09-22\|143.25\|-0.35\|145.35\|152.24\|142.40\|77568;2026-09-23\|145.22\|1.38\|153.92\|154.51\|144.50\|129179;2026-09-24\|138.43\|-4.68\|144.74\|145.08\|138.38\|61787;2026-09-28\|126.82\|-8.39\|137.00\|137.68\|125.36\|53436;2026-09-29\|127.31\|0.39\|125.50\|129.09\|124.08\|42208;2026-09-30\|121.86\|-4.28\|128.00\|128.88\|121.61\|35961;2026-10-08\|118.63\|-2.65\|121.56\|128.66\|117.20\|43956;2026-10-09\|111.64\|-5.89\|118.01\|118.62\|105.00\|71617;2026-10-12\|110.50\|-1.02\|111.64\|117.95\|107.88\|59950;2026-10-13\|114.45\|3.57\|107.50\|115.86\|102.50\|69653;2026-10-14\|111.24\|-2.80\|113.40\|116.50\|110.90\|41708;2026-10-15\|106.02\|-4.69\|106.30\|110.00\|105.26\|44996;2026-10-16\|104.52\|-1.41\|109.99\|110.57\|103.08\|40234;2026-10-19\|103.50\|-0.98\|103.00\|104.50\|98.57\|39898;2026-10-20\|106.02\|2.43\|102.62\|108.32\|100.79\|36534;2026-10-21\|107.25\|1.16\|109.00\|111.32\|106.19\|39588;2026-10-22\|101.00\|-5.83\|107.49\|107.50\|100.12\|40071;2026-10-23\|105.47\|4.43\|98.85\|107.06\|92.56\|82091;2026-10-26\|98.91\|-6.22\|104.00\|104.87\|98.01\|48663;2026-10-27\|93.71\|-5.26\|101.50\|102.71\|93.71\|35867;2026-10-28\|102.80\|9.70\|95.68\|103.71\|95.05\|61418;2026-10-29\|98.30\|-4.38\|100.86\|104.25\|97.00\|53906;2026-10-30\|93.10\|-5.29\|94.86\|99.65\|90.03\|52610;2026-11-02\|93.96\|0.92\|95.03\|97.40\|92.19\|49630;2026-11-03\|87.70\|-6.66\|92.00\|94.51\|87.00\|55099;2026-11-04\|99.65\|13.63\|87.92\|100.80\|85.20\|73999;2026-11-05\|98.30\|-1.35\|96.39\|102.77\|94.68\|56460;2026-11-06\|92.46\|-5.94\|90.00\|96.79\|88.50\|57968;2026-11-09\|94.60\|2.31\|94.03\|97.48\|91.00\|43663;2026-11-10\|98.33\|3.94\|100.01\|101.77\|97.00\|45180;2026-11-11\|104.85\|6.63\|98.00\|105.50\|97.90\|62869;2026-11-12\|101.30\|-3.39\|104.13\|107.78\|101.02\|58343
121012	龙头1.6T光模块出货量明显增长	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360;2026-09-09\|76.86\|1.33\|76.97\|79.18\|75.33\|118929;2026-09-10\|78.18\|1.72\|76.74\|79.19\|76.20\|106213;2026-09-11\|75.66\|-3.22\|77.00\|77.87\|72.22\|113208;2026-09-14\|76.86\|1.59\|74.00\|77.98\|72.50\|85132;2026-09-15\|77.33\|0.61\|76.47\|78.80\|76.30\|77204;2026-09-16\|80.82\|4.51\|77.60\|82.38\|76.80\|130673;2026-09-17\|80.41\|-0.51\|80.82\|83.08\|80.35\|96084;2026-09-18\|83.52\|3.87\|81.70\|84.50\|80.20\|114926;2026-09-21\|84.77\|1.50\|83.55\|85.69\|81.10\|123728;2026-09-22\|83.45\|-1.56\|85.43\|86.00\|82.78\|95086;2026-09-23\|83.29\|-0.19\|83.50\|84.11\|81.60\|77029;2026-09-24\|79.92\|-4.05\|82.80\|83.31\|79.46\|86990;2026-09-28\|73.95\|-7.47\|79.89\|79.91\|72.03\|126542;2026-09-29\|71.87\|-2.81\|73.48\|74.17\|71.02\|76456;2026-09-30\|71.36\|-0.71\|72.38\|73.85\|71.00\|59962;2026-10-08\|66.91\|-6.24\|70.01\|71.99\|66.05\|99392;2026-10-09\|65.02\|-2.82\|66.21\|66.49\|61.40\|97866;2026-10-12\|63.78\|-1.91\|64.84\|65.42\|62.49\|58648;2026-10-13\|64.75\|1.52\|61.77\|66.45\|59.50\|86605;2026-10-14\|62.41\|-3.61\|64.50\|64.90\|62.00\|44334;2026-10-15\|60.10\|-3.70\|60.00\|61.44\|58.88\|75479;2026-10-16\|59.20\|-1.50\|61.74\|62.00\|58.30\|57389;2026-10-19\|57.94\|-2.13\|58.92\|59.20\|55.66\|64375;2026-10-20\|58.60\|1.14\|57.90\|60.25\|56.75\|51174;2026-10-21\|60.00\|2.39\|59.85\|61.48\|59.00\|51476;2026-10-22\|57.00\|-5.00\|60.05\|60.36\|56.47\|67456;2026-10-23\|57.14\|0.25\|56.34\|57.73\|52.10\|87517;2026-10-26\|55.19\|-3.41\|57.03\|57.03\|54.00\|59139;2026-10-27\|54.34\|-1.54\|56.00\|58.15\|54.20\|72291;2026-10-28\|54.08\|-0.48\|55.20\|55.48\|50.63\|157827;2026-10-29\|50.57\|-6.49\|54.25\|54.38\|50.46\|87128;2026-10-30\|45.70\|-9.63\|48.34\|49.98\|45.70\|118102;2026-11-02\|47.05\|2.95\|46.63\|47.86\|45.32\|119126;2026-11-03\|44.00\|-6.48\|46.58\|47.06\|43.15\|104983;2026-11-04\|47.70\|8.41\|43.61\|48.14\|42.70\|125755;2026-11-05\|47.39\|-0.65\|46.71\|49.16\|46.27\|101395;2026-11-06\|44.18\|-6.77\|44.38\|45.82\|43.08\|114393;2026-11-09\|45.56\|3.12\|45.18\|46.60\|44.11\|100094;2026-11-10\|46.19\|1.38\|47.01\|47.58\|45.92\|62919;2026-11-11\|49.57\|7.32\|45.99\|50.00\|45.68\|108944;2026-11-12\|49.01\|-1.13\|49.65\|52.06\|48.80\|119622
121011	龙头1.6T光模块出货量明显增长	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441;2026-09-11\|118.06\|-1.72\|117.00\|119.91\|113.00\|91740;2026-09-14\|122.88\|4.08\|115.26\|125.18\|113.69\|113185;2026-09-15\|125.20\|1.89\|122.91\|129.43\|122.45\|108796;2026-09-16\|137.72\|10.00\|127.00\|137.72\|126.01\|61141;2026-09-17\|137.40\|-0.23\|137.70\|143.42\|136.49\|218697;2026-09-18\|135.50\|-1.38\|139.02\|139.90\|134.60\|162021;2026-09-21\|136.95\|1.07\|136.67\|139.48\|135.85\|121623;2026-09-22\|133.66\|-2.40\|138.58\|139.15\|132.97\|112415;2026-09-23\|134.60\|0.70\|133.59\|136.70\|131.37\|83965;2026-09-24\|129.35\|-3.90\|134.59\|136.23\|129.28\|82210;2026-09-28\|116.99\|-9.56\|129.28\|129.28\|116.42\|103034;2026-09-29\|118.57\|1.35\|117.12\|119.98\|115.71\|65403;2026-09-30\|118.84\|0.23\|119.59\|122.50\|117.06\|60943;2026-10-08\|110.64\|-6.90\|118.89\|120.16\|108.77\|90035;2026-10-09\|109.99\|-0.59\|109.13\|110.69\|101.18\|94342;2026-10-12\|106.94\|-2.77\|109.01\|110.80\|105.83\|55546;2026-10-13\|109.72\|2.60\|102.78\|111.50\|101.50\|79680;2026-10-14\|107.67\|-1.87\|109.41\|112.13\|107.00\|60105;2026-10-15\|102.52\|-4.78\|103.22\|105.19\|100.22\|79575;2026-10-16\|101.00\|-1.48\|104.56\|105.20\|99.90\|61583;2026-10-19\|98.94\|-2.04\|100.00\|100.99\|95.00\|51665;2026-10-20\|100.19\|1.45\|98.53\|102.50\|97.35\|44776;2026-10-21\|100.83\|0.64\|101.25\|104.42\|100.20\|46400;2026-10-22\|95.93\|-4.86\|100.88\|101.70\|95.00\|54335;2026-10-23\|96.15\|0.23\|93.00\|96.68\|87.06\|82135;2026-10-26\|95.00\|-1.20\|94.23\|96.30\|89.78\|85508;2026-10-27\|90.01\|-5.25\|96.61\|97.69\|90.00\|49703;2026-10-28\|93.06\|3.39\|92.22\|94.38\|90.02\|52081;2026-10-29\|86.61\|-6.93\|92.30\|92.58\|86.50\|69531;2026-10-30\|80.30\|-7.29\|83.23\|86.00\|80.20\|63436;2026-11-02\|85.13\|6.01\|83.89\|86.76\|82.56\|88092;2026-11-03\|79.55\|-6.55\|83.50\|84.20\|79.00\|69459;2026-11-04\|86.82\|9.14\|80.00\|87.50\|77.58\|96622;2026-11-05\|86.71\|-0.13\|84.98\|89.98\|84.45\|79940;2026-11-06\|83.04\|-4.23\|80.00\|84.42\|79.94\|65742;2026-11-09\|84.12\|1.30\|84.28\|85.39\|82.60\|56295;2026-11-10\|86.37\|2.67\|86.30\|88.28\|85.77\|52429;2026-11-11\|89.80\|3.97\|86.60\|90.57\|85.85\|72348;2026-11-12\|88.00\|-2.00\|89.33\|92.84\|87.48\|81504
121010	龙头1.6T光模块出货量明显增长	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 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12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373;2026-09-09\|29.36\|-2.39\|30.46\|31.00\|29.29\|1113811;2026-09-10\|28.34\|-3.47\|29.20\|29.35\|28.24\|752267;2026-09-11\|27.48\|-3.03\|27.70\|28.79\|26.48\|864787;2026-09-14\|30.23\|10.01\|27.00\|30.23\|26.30\|809668;2026-09-15\|29.03\|-3.97\|30.00\|30.60\|29.00\|1237194;2026-09-16\|30.85\|6.27\|29.30\|30.94\|29.00\|1355524;2026-09-17\|29.66\|-3.86\|30.80\|30.95\|29.56\|1030630;2026-09-18\|29.37\|-0.98\|30.31\|30.36\|28.80\|949000;2026-09-21\|29.41\|0.14\|29.39\|30.36\|29.11\|851732;2026-09-22\|29.71\|1.02\|30.26\|30.50\|29.30\|1022907;2026-09-23\|29.98\|0.91\|29.50\|30.38\|29.33\|860844;2026-09-24\|28.60\|-4.60\|29.70\|29.88\|28.50\|810278;2026-09-28\|27.81\|-2.76\|28.28\|28.66\|27.23\|866122;2026-09-29\|27.84\|0.11\|27.40\|28.49\|27.38\|488497;2026-09-30\|26.90\|-3.38\|28.15\|28.25\|26.70\|508483;2026-10-08\|24.21\|-10.00\|26.91\|27.72\|24.21\|1003388;2026-10-09\|23.23\|-4.05\|23.85\|24.10\|22.22\|954805;2026-10-12\|22.30\|-4.00\|23.23\|23.23\|21.94\|600667;2026-10-13\|23.38\|4.84\|21.32\|23.84\|20.76\|863705;2026-10-14\|22.52\|-3.68\|23.20\|23.64\|22.50\|467833;2026-10-15\|23.12\|2.66\|21.34\|23.73\|21.30\|885577;2026-10-16\|22.16\|-4.15\|23.95\|23.95\|21.88\|675745;2026-10-19\|21.69\|-2.12\|22.00\|22.78\|21.10\|522853;2026-10-20\|21.97\|1.29\|21.60\|22.55\|21.21\|458178;2026-10-21\|23.21\|5.64\|22.42\|23.68\|22.03\|721410;2026-10-22\|21.87\|-5.77\|23.36\|23.39\|21.70\|601153;2026-10-23\|22.24\|1.69\|21.18\|22.40\|20.08\|673938;2026-10-26\|21.19\|-4.72\|22.00\|22.30\|21.05\|468152;2026-10-27\|20.81\|-1.79\|21.70\|21.89\|20.80\|518250;2026-10-28\|21.07\|1.25\|21.31\|21.58\|20.51\|530747;2026-10-29\|19.30\|-8.40\|20.80\|21.06\|19.28\|606894;2026-10-30\|18.09\|-6.27\|18.66\|19.45\|17.92\|635509;2026-11-02\|17.49\|-3.32\|18.35\|18.48\|17.07\|964558;2026-11-03\|15.75\|-9.95\|17.49\|17.50\|15.74\|1120959;2026-11-04\|16.81\|6.73\|15.95\|16.96\|14.74\|1311300;2026-11-05\|17.14\|1.96\|16.14\|17.97\|16.10\|1093034;2026-11-06\|16.02\|-6.53\|15.88\|16.52\|15.50\|789648;2026-11-09\|16.55\|3.31\|16.38\|17.04\|16.03\|665674;2026-11-10\|16.76\|1.27\|17.05\|17.16\|16.70\|533965;2026-11-11\|17.82\|6.32\|16.80\|18.15\|16.61\|922741;2026-11-12\|17.57\|-1.40\|17.83\|18.65\|17.49\|847708
121009	龙头1.6T光模块出货量明显增长	光学器件+机器视觉+车载光学行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月29日互动易，公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段。公司具备光模块所需玻璃镜片、硅透镜的技术储备，与光模块整机业务属不同范畴。 2、据2026年5月18日投资者关系记录表，公司镜头和影像模组已用于机器视觉相关产业，并已成立智能感知事业部适应机器视觉发展需求。 3、据2025年年度报告，公司是全球ADAS镜头主力供应商，持续深化与Mobileye、Nvidia、地平线等平台战略合作，深耕车载光学领域。	1、公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段； 2、公司车载镜头（车内监控、前视ADAS、盲区监控）已获得特斯拉的认证通过，已有正式订单	2026-07-03\|7.42\|1.37\|7.36\|7.59\|7.20\|413116;2026-07-06\|6.99\|-5.80\|7.43\|7.46\|6.97\|425959;2026-07-07\|6.73\|-3.72\|7.06\|7.10\|6.71\|318229;2026-07-08\|6.55\|-2.67\|6.70\|6.74\|6.42\|285312;2026-07-09\|6.72\|2.60\|6.58\|6.74\|6.37\|330251;2026-07-10\|6.76\|0.60\|6.67\|6.89\|6.60\|324023;2026-07-13\|6.19\|-8.43\|6.69\|6.69\|6.15\|377744;2026-07-14\|6.10\|-1.45\|6.18\|6.21\|5.90\|314393;2026-07-15\|6.10\|0.00\|6.02\|6.21\|5.92\|308688;2026-07-16\|6.20\|1.64\|6.04\|6.28\|5.96\|325994;2026-07-17\|5.95\|-4.03\|6.16\|6.28\|5.91\|347545;2026-07-20\|6.55\|10.08\|6.00\|6.55\|6.00\|407704;2026-07-21\|7.21\|10.08\|6.70\|7.21\|6.65\|434703;2026-07-22\|7.23\|0.28\|7.48\|7.69\|6.90\|1236083;2026-07-30\|6.88\|-4.84\|7.25\|7.95\|6.88\|1150517;2026-07-31\|6.79\|-1.31\|6.69\|7.10\|6.46\|817866;2026-08-03\|6.88\|1.33\|6.72\|7.05\|6.67\|562956;2026-08-04\|7.09\|3.05\|6.94\|7.34\|6.82\|603472;2026-08-05\|7.80\|10.01\|7.32\|7.80\|7.31\|374251;2026-08-06\|7.45\|-4.49\|7.73\|7.79\|7.33\|1011465;2026-08-07\|7.29\|-2.15\|7.43\|7.47\|7.20\|595141;2026-08-10\|7.31\|0.27\|7.24\|7.31\|7.08\|482913;2026-08-11\|7.21\|-1.37\|7.24\|7.29\|7.10\|403167;2026-08-12\|7.25\|0.55\|7.11\|7.27\|7.11\|366595;2026-08-13\|7.03\|-3.03\|7.24\|7.31\|7.01\|380041;2026-08-14\|7.00\|-0.43\|7.08\|7.11\|6.91\|273093;2026-08-17\|7.02\|0.29\|6.87\|7.04\|6.60\|539530;2026-08-18\|6.87\|-2.14\|6.99\|7.02\|6.74\|386705;2026-08-19\|6.57\|-4.37\|6.79\|6.81\|6.54\|381811;2026-08-20\|6.66\|1.37\|6.57\|6.94\|6.41\|455980;2026-08-21\|6.56\|-1.50\|6.55\|6.63\|6.40\|303261;2026-08-24\|6.52\|-0.61\|6.72\|6.90\|6.41\|370339;2026-08-25\|6.81\|4.45\|6.50\|6.85\|6.41\|547533;2026-08-26\|6.79\|-0.29\|6.83\|6.92\|6.72\|263221;2026-08-27\|6.80\|0.15\|6.77\|6.83\|6.70\|237678;2026-08-28\|6.78\|-0.29\|6.81\|6.89\|6.72\|242654;2026-08-31\|7.14\|5.31\|6.74\|7.18\|6.68\|489821;2026-09-01\|7.29\|2.10\|7.16\|7.43\|7.12\|522150;2026-09-02\|7.08\|-2.88\|7.21\|7.23\|7.04\|262754;2026-09-03\|7.12\|0.56\|7.13\|7.17\|6.93\|376891;2026-09-04\|6.87\|-3.51\|7.13\|7.22\|6.85\|713299;2026-09-07\|6.84\|-0.44\|6.78\|6.87\|6.73\|405051;2026-09-08\|6.77\|-1.02\|6.85\|6.87\|6.74\|199488;2026-09-09\|6.49\|-4.14\|6.75\|6.78\|6.48\|365705;2026-09-10\|6.46\|-0.46\|6.43\|6.55\|6.31\|279086;2026-09-11\|6.33\|-2.01\|6.39\|6.42\|6.19\|298534;2026-09-14\|6.27\|-0.95\|6.30\|6.35\|6.23\|167559;2026-09-15\|6.15\|-1.91\|6.28\|6.32\|6.14\|186704;2026-09-16\|6.20\|0.81\|6.15\|6.22\|6.06\|193262;2026-09-17\|6.53\|5.32\|6.15\|6.64\|6.14\|554820;2026-09-18\|6.32\|-3.22\|6.50\|6.53\|6.28\|441910;2026-09-21\|6.33\|0.16\|6.30\|6.47\|6.29\|250814;2026-09-22\|6.37\|0.63\|6.36\|6.50\|6.33\|275867;2026-09-23\|6.26\|-1.73\|6.36\|6.43\|6.25\|189282;2026-09-24\|6.16\|-1.60\|6.27\|6.31\|6.12\|164853;2026-09-28\|5.97\|-3.08\|6.17\|6.17\|5.88\|233118;2026-09-29\|6.02\|0.84\|5.95\|6.07\|5.89\|158405;2026-09-30\|5.97\|-0.83\|6.08\|6.08\|5.96\|146587;2026-10-08\|5.83\|-2.35\|5.97\|6.05\|5.78\|204782;2026-10-09\|5.90\|1.20\|5.90\|5.91\|5.68\|242132;2026-10-12\|5.73\|-2.88\|5.85\|5.89\|5.72\|173776;2026-10-13\|5.74\|0.17\|5.66\|5.78\|5.54\|190353;2026-10-14\|5.59\|-2.61\|5.71\|5.73\|5.57\|143863;2026-10-15\|5.40\|-3.40\|5.45\|5.53\|5.40\|187960;2026-10-16\|5.51\|2.04\|5.45\|5.67\|5.39\|239065;2026-10-19\|5.56\|0.91\|5.50\|5.59\|5.46\|153743;2026-10-20\|5.63\|1.26\|5.56\|5.67\|5.52\|171147;2026-10-21\|5.62\|-0.18\|5.64\|5.68\|5.61\|149085;2026-10-22\|5.57\|-0.89\|5.59\|5.70\|5.55\|182640;2026-10-23\|5.82\|4.49\|5.48\|5.88\|5.33\|398393;2026-10-26\|5.70\|-2.06\|5.79\|5.83\|5.64\|203857;2026-10-27\|5.58\|-2.11\|5.71\|5.84\|5.58\|221978;2026-10-28\|5.67\|1.61\|5.64\|5.77\|5.61\|231646;2026-10-29\|5.44\|-4.06\|5.67\|5.68\|5.42\|261868;2026-10-30\|4.90\|-9.93\|5.01\|5.27\|4.90\|498126;2026-11-02\|5.01\|2.24\|4.87\|5.05\|4.77\|384238;2026-11-03\|5.04\|0.60\|4.95\|5.12\|4.90\|263119;2026-11-04\|5.24\|3.97\|5.04\|5.29\|4.94\|325755;2026-11-05\|5.35\|2.10\|5.23\|5.38\|5.18\|241516;2026-11-06\|5.16\|-3.55\|5.20\|5.33\|5.15\|268771;2026-11-09\|5.16\|0.00\|5.24\|5.29\|5.09\|193476;2026-11-10\|5.68\|10.08\|5.27\|5.68\|5.22\|529614;2026-11-11\|6.02\|5.99\|5.79\|6.05\|5.55\|993352;2026-11-12\|5.67\|-5.81\|5.97\|6.00\|5.66\|645807
121008		地产开发+物业服务+粤港澳大湾区行业原因： 1、据21世纪经济报道6月23日报道，《求是》杂志刊文强调要加快修复居民资产负债表，着力稳定房地产市场，防止资产价格下跌对消费信心的负向预期，提振了市场对政策持续优化的预期。 2、据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年4月18日年报，公司聚焦粤港澳大湾区，业务涵盖地产开发、酒店经营、物业服务、商业管理等领域，开发多个品质住宅项目，并自持五星级酒店、甲级写字楼等优质资产。 2、据2026年4月18日年报，公司2025年实现房地产销售面积22.83万平方米，销售金额84.71亿元；旗下深圳龙华中洲迎玺项目跻身年度楼市标杆项目阵营。 3、据2026年4月30日一季报，公司2026年一季度营收3.52亿元，归母净利润-6622.7万元；据2025年年报，公司计划通过对现有资产全面梳理优化、聚焦核心业务以实现净利润扭亏为盈。	公司为聚焦粤港澳大湾区、大上海、成渝、环渤海的地产商	2026-07-03\|7.61\|2.70\|7.46\|7.74\|7.38\|70740;2026-07-06\|7.84\|3.02\|7.62\|8.03\|7.55\|76625;2026-07-07\|7.30\|-6.89\|7.87\|7.87\|7.25\|76276;2026-07-08\|7.52\|3.01\|7.30\|7.80\|7.30\|78710;2026-07-09\|7.69\|2.26\|7.50\|8.00\|7.41\|83461;2026-07-10\|7.78\|1.17\|7.63\|7.93\|7.57\|59854;2026-07-13\|7.80\|0.26\|7.71\|7.88\|7.64\|55956;2026-07-14\|7.92\|1.54\|7.83\|8.01\|7.33\|89246;2026-07-15\|8.02\|1.26\|8.40\|8.51\|8.01\|170864;2026-07-16\|8.28\|3.24\|7.92\|8.49\|7.85\|129433;2026-07-17\|7.84\|-5.31\|8.23\|8.31\|7.84\|89982;2026-07-20\|8.30\|5.87\|7.94\|8.62\|7.91\|181693;2026-07-21\|7.97\|-3.98\|8.24\|8.27\|7.88\|121913;2026-07-22\|7.78\|-2.38\|7.93\|7.93\|7.70\|70097;2026-07-23\|7.90\|1.54\|7.78\|7.94\|7.69\|41007;2026-07-24\|7.74\|-2.03\|7.80\|7.92\|7.72\|40082;2026-07-27\|7.85\|1.42\|7.72\|7.94\|7.67\|46472;2026-07-28\|7.87\|0.25\|7.83\|8.00\|7.81\|40372;2026-07-29\|8.08\|2.67\|7.85\|8.20\|7.84\|69179;2026-07-30\|8.06\|-0.25\|8.11\|8.25\|8.02\|53553;2026-07-31\|8.12\|0.74\|8.06\|8.23\|8.04\|53377;2026-08-03\|8.12\|0.00\|8.11\|8.18\|8.04\|26824;2026-08-04\|8.23\|1.35\|8.12\|8.28\|8.10\|52376;2026-08-05\|8.31\|0.97\|8.24\|8.35\|8.17\|44907;2026-08-06\|8.41\|1.20\|8.26\|8.47\|8.26\|52880;2026-08-07\|8.39\|-0.24\|8.40\|8.49\|8.31\|54860;2026-08-10\|8.47\|0.95\|8.43\|8.51\|8.39\|31651;2026-08-11\|8.79\|3.78\|8.45\|8.97\|8.44\|82408;2026-08-12\|9.21\|4.78\|8.80\|9.46\|8.77\|110851;2026-08-13\|9.01\|-2.17\|9.23\|9.25\|9.01\|57757;2026-08-14\|8.79\|-2.44\|8.99\|9.02\|8.70\|74019;2026-08-17\|8.84\|0.57\|8.71\|8.85\|8.61\|48273;2026-08-18\|8.97\|1.47\|8.76\|9.08\|8.76\|54059;2026-08-19\|8.82\|-1.67\|8.99\|9.06\|8.79\|46180;2026-08-20\|9.05\|2.61\|8.90\|9.14\|8.88\|73731;2026-08-21\|8.76\|-3.20\|8.91\|9.03\|8.58\|134504;2026-08-24\|8.13\|-7.19\|8.76\|8.83\|8.11\|149114;2026-08-25\|8.44\|3.81\|8.11\|8.48\|8.09\|96703;2026-08-26\|8.62\|2.13\|8.38\|8.89\|8.38\|91745;2026-08-27\|8.55\|-0.81\|8.57\|8.67\|8.48\|54957;2026-08-28\|8.69\|1.64\|8.51\|8.69\|8.51\|55730;2026-08-31\|8.65\|-0.46\|8.95\|9.09\|8.58\|121064;2026-09-01\|8.71\|0.69\|8.53\|8.75\|8.50\|71679;2026-09-02\|8.71\|0.00\|8.71\|8.78\|8.51\|67257;2026-09-03\|8.71\|0.00\|8.71\|8.82\|8.66\|46305;2026-09-04\|8.76\|0.57\|8.72\|8.91\|8.67\|69823;2026-09-07\|8.69\|-0.80\|8.73\|8.78\|8.63\|48163;2026-09-08\|8.68\|-0.12\|8.72\|8.77\|8.61\|46904;2026-09-09\|8.54\|-1.61\|8.63\|8.69\|8.49\|38536;2026-09-10\|8.38\|-1.87\|8.51\|8.54\|8.38\|33318;2026-09-11\|8.19\|-2.27\|8.37\|8.37\|8.14\|48229;2026-09-14\|8.21\|0.24\|8.15\|8.27\|8.11\|31111;2026-09-15\|8.13\|-0.97\|8.24\|8.28\|8.12\|30941;2026-09-16\|8.29\|1.97\|8.08\|8.33\|8.06\|42671;2026-09-17\|8.18\|-1.33\|8.26\|8.28\|8.15\|24251;2026-09-18\|8.25\|0.86\|8.22\|8.29\|8.16\|37544;2026-09-21\|8.53\|3.39\|8.23\|8.56\|8.19\|60341;2026-09-22\|8.41\|-1.41\|8.53\|8.53\|8.31\|52804;2026-09-23\|8.41\|0.00\|8.40\|8.87\|8.37\|89283;2026-09-24\|8.25\|-1.90\|8.30\|8.47\|8.24\|49108;2026-09-28\|8.16\|-1.09\|8.22\|8.28\|8.06\|56125;2026-09-29\|8.30\|1.72\|8.12\|8.42\|8.12\|71901;2026-09-30\|8.46\|1.93\|8.25\|8.49\|7.97\|110897;2026-10-08\|8.54\|0.95\|8.38\|8.66\|8.37\|87024;2026-10-09\|8.60\|0.70\|8.51\|8.60\|8.31\|77149;2026-10-12\|8.32\|-3.26\|8.54\|8.62\|8.30\|55856;2026-10-13\|8.19\|-1.56\|8.28\|8.31\|8.09\|53072;2026-10-14\|8.05\|-1.71\|8.21\|8.29\|8.05\|46000;2026-10-15\|7.77\|-3.48\|7.97\|7.99\|7.75\|49139;2026-10-16\|7.84\|0.90\|7.93\|8.20\|7.75\|90108;2026-10-19\|7.49\|-4.46\|7.74\|7.82\|7.38\|80258;2026-10-20\|7.48\|-0.13\|7.43\|7.58\|7.39\|53243;2026-10-21\|7.45\|-0.40\|7.52\|7.60\|7.43\|37550;2026-10-22\|7.15\|-4.03\|7.42\|7.48\|7.14\|57268;2026-10-23\|7.20\|0.70\|7.05\|7.22\|6.87\|71425;2026-10-26\|7.14\|-0.83\|7.13\|7.27\|7.07\|58391;2026-10-27\|6.63\|-7.14\|7.06\|7.17\|6.62\|103665;2026-10-28\|6.82\|2.87\|6.65\|6.85\|6.56\|69702;2026-10-29\|6.54\|-4.11\|6.83\|6.87\|6.52\|64133;2026-10-30\|6.43\|-1.68\|6.40\|6.63\|6.36\|59389;2026-11-02\|6.39\|-0.62\|6.45\|6.51\|6.26\|84018;2026-11-03\|6.28\|-1.72\|6.36\|6.47\|6.23\|79473;2026-11-04\|6.24\|-0.64\|6.28\|6.35\|6.00\|110049;2026-11-05\|6.46\|3.53\|6.20\|6.48\|6.20\|79124;2026-11-06\|6.38\|-1.24\|6.25\|6.44\|6.23\|52204;2026-11-09\|6.35\|-0.47\|6.49\|6.50\|6.35\|51223;2026-11-10\|6.40\|0.79\|6.39\|6.45\|6.38\|32711;2026-11-11\|6.46\|0.94\|6.40\|6.48\|6.36\|33404;2026-11-12\|6.37\|-1.39\|6.48\|6.52\|6.37\|50222
121007		智能家居+木地板+控制权变更 1、据2026年5月14日菲林格尔2025年年度报告更正后，公司推动智能地暖地板、湿度感应地板与智能家居系统融合，全屋整装模式覆盖地板、柜类、木门等多品类。 2、据2026年5月14日菲林格尔2025年年度报告更正后，公司主营木地板及全屋定制家居，定位中高端市场，拥有“菲林格尔”主品牌及“歌德”副品牌。 3、据2025年11月11日公告，公司已完成工商变更登记，金亚伟先生当选第六届董事会董事长法定代表人。据2025年9月23日公告，公司实际控制人正式变更为金亚伟。	公司主要产品包括强化复合地板、多层实木复合地板、三层实木地板、纯实木地板以及全屋定制家居	2026-07-03\|52.00\|-1.08\|53.09\|53.97\|51.00\|27096;2026-07-06\|52.01\|0.02\|52.00\|54.88\|51.38\|33439;2026-07-07\|52.31\|0.58\|51.94\|53.33\|51.02\|22935;2026-07-08\|49.60\|-5.18\|52.32\|52.32\|49.50\|23591;2026-07-09\|50.90\|2.62\|49.55\|50.98\|48.85\|27400;2026-07-10\|50.85\|-0.10\|51.85\|52.20\|50.13\|19597;2026-07-13\|47.64\|-6.31\|50.68\|50.80\|47.11\|31846;2026-07-14\|47.97\|0.69\|47.50\|48.78\|46.80\|21478;2026-07-15\|46.64\|-2.77\|48.45\|49.27\|45.96\|21106;2026-07-16\|46.16\|-1.03\|46.64\|47.78\|44.01\|26968;2026-07-17\|41.55\|-9.99\|46.25\|46.40\|41.54\|36492;2026-07-20\|43.26\|4.12\|42.08\|45.71\|42.00\|89708;2026-07-21\|45.54\|5.27\|45.67\|46.00\|38.93\|96472;2026-07-22\|45.47\|-0.15\|45.35\|47.18\|44.00\|43227;2026-07-23\|44.93\|-1.19\|45.22\|45.47\|42.56\|31006;2026-07-24\|44.40\|-1.18\|44.58\|44.99\|42.97\|24753;2026-07-27\|47.93\|7.95\|45.33\|48.18\|43.08\|45576;2026-07-28\|45.55\|-4.97\|47.95\|49.16\|45.01\|36564;2026-07-29\|42.95\|-5.71\|45.55\|46.06\|41.00\|48108;2026-07-30\|42.99\|0.09\|42.50\|43.64\|40.82\|34756;2026-07-31\|45.00\|4.68\|43.75\|46.89\|43.75\|39753;2026-08-03\|43.86\|-2.53\|45.20\|45.30\|43.50\|21797;2026-08-04\|46.33\|5.63\|44.06\|46.65\|43.93\|27347;2026-08-05\|47.53\|2.59\|46.30\|47.98\|46.00\|29763;2026-08-06\|48.28\|1.58\|47.43\|48.47\|47.00\|19470;2026-08-07\|49.39\|2.30\|48.01\|50.88\|47.64\|28198;2026-08-10\|49.75\|0.73\|49.50\|50.68\|48.52\|25403;2026-08-11\|49.30\|-0.90\|49.28\|50.37\|48.21\|22576;2026-08-12\|51.00\|3.45\|49.30\|51.20\|49.00\|27315;2026-08-13\|50.16\|-1.65\|51.51\|52.23\|49.90\|27833;2026-08-14\|53.50\|6.66\|50.20\|53.50\|49.77\|39576;2026-08-17\|48.92\|-8.56\|53.40\|54.00\|48.18\|76047;2026-08-18\|48.85\|-0.14\|48.21\|49.35\|47.63\|29580;2026-08-19\|44.01\|-9.91\|48.38\|48.81\|43.97\|56284;2026-08-20\|44.70\|1.57\|45.00\|45.54\|44.18\|22171;2026-08-21\|44.60\|-0.22\|44.70\|45.30\|43.27\|16173;2026-08-24\|40.16\|-9.96\|44.55\|44.57\|40.14\|62204;2026-08-25\|36.14\|-10.01\|38.64\|38.64\|36.14\|42231;2026-08-26\|37.40\|3.49\|35.02\|38.22\|35.02\|74705;2026-08-27\|35.45\|-5.21\|36.79\|37.40\|34.70\|71048;2026-08-28\|37.08\|4.60\|35.30\|38.00\|34.43\|74685;2026-08-31\|37.96\|2.37\|35.84\|39.43\|35.80\|81454;2026-09-01\|36.73\|-3.24\|37.90\|38.39\|36.50\|39359;2026-09-02\|36.10\|-1.72\|36.60\|36.88\|35.52\|33143;2026-09-03\|35.80\|-0.83\|36.20\|36.20\|34.84\|30414;2026-09-04\|34.48\|-3.69\|36.00\|36.37\|34.18\|35923;2026-09-07\|34.54\|0.17\|34.70\|35.16\|33.82\|41845;2026-09-08\|34.64\|0.29\|34.73\|35.49\|33.95\|32895;2026-09-09\|34.99\|1.01\|34.59\|35.55\|34.30\|28015;2026-09-10\|36.19\|3.43\|34.99\|37.20\|34.99\|63203;2026-09-11\|38.87\|7.41\|36.88\|39.81\|35.83\|145009;2026-09-14\|36.19\|-6.89\|38.87\|40.17\|35.03\|125857;2026-09-15\|36.59\|1.11\|35.75\|38.20\|34.21\|81878;2026-09-16\|37.38\|2.16\|36.46\|37.45\|35.78\|48607;2026-09-17\|37.76\|1.02\|36.95\|38.27\|36.94\|43939;2026-09-18\|39.08\|3.50\|37.80\|39.48\|37.50\|67105;2026-09-21\|36.57\|-6.42\|39.09\|39.60\|35.60\|127507;2026-09-22\|32.91\|-10.01\|35.93\|35.93\|32.91\|111451;2026-09-23\|32.59\|-0.97\|30.60\|33.58\|29.62\|119762;2026-09-24\|31.00\|-4.88\|31.05\|32.23\|30.68\|61607;2026-09-28\|28.88\|-6.84\|30.36\|31.13\|28.86\|67721;2026-09-29\|29.47\|2.04\|29.19\|30.73\|29.19\|60441;2026-09-30\|28.26\|-4.11\|30.06\|30.12\|28.14\|45364;2026-10-08\|28.41\|0.53\|28.25\|28.96\|27.87\|43309;2026-10-09\|29.02\|2.15\|28.47\|29.02\|26.88\|62580;2026-10-12\|27.16\|-6.41\|29.00\|29.00\|27.14\|47824;2026-10-13\|27.64\|1.77\|26.42\|27.88\|26.03\|42108;2026-10-14\|29.36\|6.22\|27.61\|29.99\|27.24\|89986;2026-10-15\|27.69\|-5.69\|28.61\|30.57\|27.67\|70705;2026-10-16\|27.25\|-1.59\|27.97\|28.58\|26.96\|36234;2026-10-19\|26.75\|-1.83\|27.26\|27.81\|26.15\|29619;2026-10-20\|26.78\|0.11\|26.80\|27.05\|26.40\|20882;2026-10-21\|26.58\|-0.75\|27.11\|27.20\|26.37\|23721;2026-10-22\|25.24\|-5.04\|26.64\|26.95\|25.19\|38048;2026-10-23\|25.19\|-0.20\|25.25\|25.50\|22.88\|69890;2026-10-26\|23.96\|-4.88\|25.10\|25.33\|23.75\|48838;2026-10-27\|22.05\|-7.97\|24.12\|24.17\|22.00\|55430;2026-10-28\|24.26\|10.02\|22.39\|24.26\|22.39\|55757;2026-10-29\|23.87\|-1.61\|24.70\|25.92\|23.78\|104535;2026-10-30\|21.97\|-7.96\|23.83\|23.88\|21.88\|66089;2026-11-02\|22.15\|0.82\|22.66\|23.20\|21.39\|58042;2026-11-03\|21.69\|-2.08\|21.50\|22.59\|21.37\|41575;2026-11-04\|23.41\|7.93\|21.69\|23.41\|21.28\|46364;2026-11-05\|24.42\|4.31\|23.29\|24.54\|22.60\|40423;2026-11-06\|24.29\|-0.53\|23.80\|24.72\|23.37\|37755;2026-11-09\|24.51\|0.91\|24.60\|24.81\|24.03\|28573;2026-11-10\|26.17\|6.77\|24.75\|26.65\|24.70\|42041;2026-11-11\|27.04\|3.32\|26.03\|27.27\|25.70\|38223;2026-11-12\|27.00\|-0.15\|27.04\|27.89\|26.87\|36739
121006		AI医疗+DRG/DIP+央企+中国国新控股 1、据2026年5月8日业绩说明会，公司自研“天枢・三医”大模型与“灵犀”智能体开发平台，已落地某省医保局“AI+智能复审”、某市医保人工智能应用服务平台等多项标杆项目，AI赋能全业务升级。 2、据2026年4月29日年报，公司打造DRG、DIP、APG等多元支付方式解决方案，面向医保客户提供全方位立体式精准支付服务，并面向医院提供AI驱动的DRG/DIP+精益运营管理服务。 3、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会，属于国有企业；公司实际控制人为中国国新控股有限责任公司。	公司已设立 AI 中心，推出 “天枢・三医” 大模型与 “灵犀” 智能体开发平台，推进 “AI IN ALL” 专项计划，医保智能体技术已在东营、徐州、湖南等多地区医保场景实现应用	2026-07-03\|6.32\|0.32\|6.33\|6.44\|6.22\|108483;2026-07-06\|6.29\|-0.47\|6.33\|6.40\|6.25\|91536;2026-07-07\|6.18\|-1.75\|6.29\|6.33\|6.16\|79347;2026-07-08\|6.33\|2.43\|6.19\|6.40\|6.10\|123779;2026-07-09\|6.30\|-0.47\|6.29\|6.38\|6.22\|95656;2026-07-10\|6.40\|1.59\|6.31\|6.56\|6.11\|160959;2026-07-13\|6.36\|-0.62\|6.35\|6.51\|6.31\|134104;2026-07-14\|6.45\|1.42\|6.34\|6.58\|6.34\|127373;2026-07-15\|6.63\|2.79\|6.42\|6.75\|6.35\|190106;2026-07-16\|6.70\|1.06\|6.57\|6.73\|6.49\|147515;2026-07-17\|6.43\|-4.03\|6.70\|6.80\|6.40\|169155;2026-07-20\|6.78\|5.44\|7.07\|7.07\|6.59\|484878;2026-07-21\|6.40\|-5.60\|6.41\|6.60\|6.27\|359753;2026-07-22\|6.36\|-0.62\|6.33\|6.50\|6.26\|187116;2026-07-23\|6.43\|1.10\|6.32\|6.47\|6.26\|131636;2026-07-24\|6.20\|-3.58\|6.38\|6.44\|6.19\|146216;2026-07-27\|6.52\|5.16\|6.18\|6.53\|6.12\|208702;2026-07-28\|7.17\|9.97\|6.51\|7.17\|6.46\|369096;2026-07-29\|7.20\|0.42\|7.18\|7.38\|7.12\|417304;2026-07-30\|7.16\|-0.56\|7.15\|7.34\|7.09\|287714;2026-07-31\|7.72\|7.82\|7.06\|7.82\|7.06\|500693;2026-08-03\|7.55\|-2.20\|7.70\|7.76\|7.49\|290211;2026-08-04\|7.63\|1.06\|7.52\|7.70\|7.49\|201172;2026-08-05\|7.64\|0.13\|7.61\|7.81\|7.58\|208268;2026-08-06\|7.56\|-1.05\|7.61\|7.79\|7.48\|206689;2026-08-07\|7.39\|-2.25\|7.55\|7.56\|7.26\|203919;2026-08-10\|7.54\|2.03\|7.39\|7.76\|7.34\|196310;2026-08-11\|7.42\|-1.59\|7.54\|7.56\|7.39\|131982;2026-08-12\|7.44\|0.27\|7.45\|7.48\|7.34\|133334;2026-08-13\|7.43\|-0.13\|7.44\|7.68\|7.36\|204451;2026-08-14\|7.32\|-1.48\|7.41\|7.50\|7.22\|153770;2026-08-17\|7.21\|-1.50\|7.29\|7.32\|7.10\|133927;2026-08-18\|7.01\|-2.77\|7.22\|7.22\|6.93\|142406;2026-08-19\|6.71\|-4.28\|6.95\|7.02\|6.68\|152200;2026-08-20\|7.20\|7.30\|6.90\|7.38\|6.78\|460464;2026-08-21\|6.87\|-4.58\|7.13\|7.19\|6.84\|279922;2026-08-24\|6.70\|-2.47\|6.84\|6.91\|6.65\|137809;2026-08-25\|6.88\|2.69\|6.67\|6.92\|6.66\|113291;2026-08-26\|6.93\|0.73\|6.88\|7.02\|6.85\|95996;2026-08-27\|6.91\|-0.29\|6.90\|6.99\|6.85\|80236;2026-08-28\|6.99\|1.16\|6.94\|7.06\|6.88\|102646;2026-08-31\|7.01\|0.29\|6.94\|7.02\|6.90\|91450;2026-09-01\|7.38\|5.28\|7.05\|7.43\|7.02\|262446;2026-09-02\|7.17\|-2.85\|7.32\|7.39\|7.15\|139442;2026-09-03\|7.03\|-1.95\|7.20\|7.29\|7.00\|178639;2026-09-04\|7.03\|0.00\|7.11\|7.27\|7.00\|164209;2026-09-07\|6.96\|-1.00\|7.07\|7.12\|6.94\|111217;2026-09-08\|7.11\|2.16\|6.96\|7.19\|6.90\|109381;2026-09-09\|6.97\|-1.97\|7.10\|7.11\|6.94\|101575;2026-09-10\|6.90\|-1.00\|6.96\|6.97\|6.86\|68079;2026-09-11\|6.82\|-1.16\|6.87\|6.91\|6.73\|82671;2026-09-14\|6.85\|0.44\|6.82\|6.90\|6.76\|65281;2026-09-15\|6.66\|-2.77\|6.85\|6.90\|6.63\|93884;2026-09-16\|6.65\|-0.15\|6.65\|6.67\|6.54\|84647;2026-09-17\|6.70\|0.75\|6.65\|6.74\|6.60\|76406;2026-09-18\|6.70\|0.00\|6.73\|6.83\|6.68\|85920;2026-09-21\|6.89\|2.84\|6.74\|6.91\|6.73\|112651;2026-09-22\|7.03\|2.03\|6.94\|7.18\|6.90\|146518;2026-09-23\|6.87\|-2.28\|7.09\|7.09\|6.86\|93275;2026-09-24\|6.76\|-1.60\|6.85\|6.90\|6.75\|73919;2026-09-28\|7.44\|10.06\|7.22\|7.44\|7.09\|491399;2026-09-29\|7.72\|3.76\|7.31\|7.95\|7.17\|880242;2026-09-30\|7.69\|-0.39\|7.46\|7.86\|7.36\|554018;2026-10-08\|7.89\|2.60\|7.69\|8.05\|7.63\|533192;2026-10-09\|8.43\|6.84\|7.84\|8.50\|7.79\|664108;2026-10-12\|7.86\|-6.76\|8.35\|8.35\|7.83\|502064;2026-10-13\|8.10\|3.05\|7.81\|8.28\|7.60\|453054;2026-10-14\|7.77\|-4.07\|8.05\|8.05\|7.73\|271333;2026-10-15\|7.66\|-1.42\|7.64\|8.07\|7.60\|270737;2026-10-16\|7.75\|1.17\|8.10\|8.43\|7.69\|613798;2026-10-19\|8.30\|7.10\|7.64\|8.53\|7.55\|827172;2026-10-20\|7.95\|-4.22\|7.87\|8.05\|7.76\|642827;2026-10-21\|8.04\|1.13\|8.03\|8.33\|7.86\|443018;2026-10-22\|7.70\|-4.23\|8.11\|8.12\|7.68\|336829;2026-10-23\|7.64\|-0.78\|7.61\|7.71\|7.14\|454962;2026-10-26\|7.58\|-0.79\|7.55\|7.70\|7.39\|261336;2026-10-27\|6.99\|-7.78\|7.57\|7.79\|6.93\|423035;2026-10-28\|7.25\|3.72\|6.97\|7.31\|6.81\|312910;2026-10-29\|6.89\|-4.97\|7.18\|7.23\|6.88\|189228;2026-10-30\|6.51\|-5.52\|6.78\|7.00\|6.50\|275607;2026-11-02\|7.00\|7.53\|6.86\|7.08\|6.37\|354673;2026-11-03\|6.91\|-1.29\|7.01\|7.14\|6.84\|243519;2026-11-04\|6.95\|0.58\|6.92\|7.00\|6.70\|277638;2026-11-05\|7.22\|3.88\|6.90\|7.25\|6.90\|230553;2026-11-06\|7.02\|-2.77\|7.05\|7.21\|7.00\|159145;2026-11-09\|6.89\|-1.85\|7.06\|7.13\|6.88\|123110;2026-11-10\|7.18\|4.21\|6.95\|7.33\|6.93\|257046;2026-11-11\|7.22\|0.56\|7.17\|7.27\|7.10\|151870;2026-11-12\|6.88\|-4.71\|7.25\|7.25\|6.87\|199245
121005		足球草坪+生态修复+AI投资+化债回款 1、据2026年6月9日投资者关系活动记录表，公司生态修复工程业务以京津冀、内蒙为主战场，在手订单充足，并依托“生态+文旅”模式，顺利开拓新疆市场，已与乌鲁木齐经开区达成战略合作。 2、据2025年6月11日互动易，公司具备足球草坪施工能力，曾承包足球草坪业务。 3、据2026年6月9日投资者关系活动记录表，公司参与投资阶跃星辰，是基于对AI领域长期价值的判断所做的分散化资产配置，作为财务性投资。 4、据2026年6月9日投资者关系活动记录表，公司近期主动终止丰隆PPP项目以配合地方化债、加快资金回笼，该项目预计2026年度能为公司经营活动现金流贡献1.37亿元至1.8亿元。	公司具备足球草坪施工能力，曾承包足球草坪业务	2026-07-03\|10.76\|1.70\|10.61\|10.99\|10.51\|38390;2026-07-06\|10.64\|-1.12\|10.80\|10.86\|10.52\|42502;2026-07-07\|10.59\|-0.47\|10.52\|10.89\|10.52\|48172;2026-07-08\|10.35\|-2.27\|10.63\|10.69\|10.23\|41932;2026-07-09\|10.72\|3.57\|10.40\|11.08\|10.04\|62844;2026-07-10\|10.35\|-3.45\|10.60\|10.83\|10.35\|35646;2026-07-13\|9.83\|-5.02\|10.31\|10.40\|9.76\|36757;2026-07-14\|9.86\|0.31\|9.76\|9.89\|9.46\|37085;2026-07-15\|10.03\|1.72\|9.89\|10.18\|9.71\|38275;2026-07-16\|9.73\|-2.99\|9.94\|10.07\|9.66\|29547;2026-07-17\|9.36\|-3.80\|9.75\|9.89\|9.16\|58810;2026-07-20\|9.80\|4.70\|9.46\|10.30\|9.37\|140985;2026-07-21\|9.91\|1.12\|9.97\|10.32\|8.82\|179157;2026-07-22\|9.63\|-2.83\|9.35\|10.04\|9.35\|66511;2026-07-23\|9.90\|2.80\|9.40\|9.95\|9.40\|39997;2026-07-24\|9.57\|-3.33\|9.90\|9.90\|9.55\|25786;2026-07-27\|9.75\|1.88\|9.57\|9.95\|9.46\|26877;2026-07-28\|9.52\|-2.36\|9.72\|9.95\|9.46\|30263;2026-07-29\|9.68\|1.68\|9.63\|9.78\|9.41\|37244;2026-07-30\|9.27\|-4.24\|9.63\|9.83\|9.11\|45233;2026-07-31\|9.45\|1.94\|9.40\|9.60\|9.40\|29736;2026-08-03\|9.56\|1.16\|9.53\|9.62\|9.43\|27851;2026-08-04\|9.84\|2.93\|9.56\|10.26\|9.56\|67616;2026-08-05\|10.23\|3.96\|9.85\|10.62\|9.85\|86821;2026-08-06\|10.76\|5.18\|10.17\|11.19\|10.12\|109260;2026-08-07\|10.65\|-1.02\|10.76\|10.87\|10.36\|69853;2026-08-10\|11.00\|3.29\|10.64\|11.00\|10.45\|56620;2026-08-11\|10.55\|-4.09\|10.99\|11.01\|10.53\|60597;2026-08-12\|10.76\|1.99\|10.66\|10.79\|10.37\|100454;2026-08-13\|10.61\|-1.39\|10.76\|10.76\|10.46\|66969;2026-08-14\|10.20\|-3.86\|10.60\|10.67\|10.12\|49774;2026-08-17\|10.87\|6.57\|10.16\|10.93\|10.00\|70221;2026-08-18\|10.70\|-1.56\|10.83\|10.97\|10.57\|46746;2026-08-19\|9.94\|-7.10\|10.63\|10.64\|9.87\|60922;2026-08-20\|9.29\|-6.54\|9.86\|9.98\|9.26\|115662;2026-08-21\|9.22\|-0.75\|9.21\|9.30\|8.89\|66718;2026-08-24\|9.05\|-1.84\|9.20\|9.34\|8.92\|48626;2026-08-25\|9.46\|4.53\|9.02\|9.65\|8.91\|57299;2026-08-26\|9.53\|0.74\|9.43\|9.66\|9.36\|40721;2026-08-27\|9.71\|1.89\|9.48\|9.87\|9.48\|68973;2026-08-28\|9.51\|-2.06\|9.71\|9.83\|9.50\|36679;2026-08-31\|9.88\|3.89\|9.50\|9.98\|9.36\|48367;2026-09-01\|9.76\|-1.21\|9.87\|10.08\|9.74\|42555;2026-09-02\|9.73\|-0.31\|9.73\|10.19\|9.53\|73049;2026-09-03\|9.45\|-2.88\|9.74\|9.74\|9.40\|61431;2026-09-04\|9.28\|-1.80\|9.50\|9.60\|9.25\|50347;2026-09-07\|9.38\|1.08\|9.28\|9.74\|9.22\|63651;2026-09-08\|9.56\|1.92\|9.49\|9.59\|9.39\|34943;2026-09-09\|9.55\|-0.10\|9.56\|9.64\|9.43\|27770;2026-09-10\|9.42\|-1.36\|9.45\|9.57\|9.27\|28752;2026-09-11\|9.05\|-3.93\|9.42\|9.42\|9.00\|42695;2026-09-14\|9.04\|-0.11\|9.05\|9.19\|8.96\|29362;2026-09-15\|8.93\|-1.22\|9.05\|9.13\|8.92\|30195;2026-09-16\|8.91\|-0.22\|8.94\|9.03\|8.83\|23094;2026-09-17\|8.99\|0.90\|8.85\|9.04\|8.80\|30677;2026-09-18\|9.09\|1.11\|8.99\|9.11\|8.92\|27486;2026-09-21\|9.18\|0.99\|9.11\|9.18\|9.04\|23278;2026-09-22\|9.06\|-1.31\|9.19\|9.24\|9.01\|49911;2026-09-23\|9.05\|-0.11\|9.02\|9.33\|8.94\|43264;2026-09-24\|9.14\|0.99\|9.10\|9.20\|8.98\|38156;2026-09-28\|9.47\|3.61\|9.28\|10.04\|9.28\|134875;2026-09-29\|8.84\|-6.65\|9.46\|9.47\|8.82\|107969;2026-09-30\|8.73\|-1.24\|9.02\|9.45\|8.54\|97474;2026-10-08\|8.68\|-0.57\|8.77\|8.93\|8.62\|61188;2026-10-09\|8.66\|-0.23\|8.67\|8.70\|8.37\|48522;2026-10-12\|8.48\|-2.08\|8.60\|8.67\|8.45\|27997;2026-10-13\|8.56\|0.94\|8.42\|8.63\|8.19\|40316;2026-10-14\|8.29\|-3.15\|8.53\|8.65\|8.27\|42743;2026-10-15\|8.09\|-2.41\|8.18\|8.19\|8.02\|34317;2026-10-16\|8.11\|0.25\|8.15\|8.34\|8.07\|29727;2026-10-19\|7.97\|-1.73\|8.15\|8.15\|7.85\|32082;2026-10-20\|8.05\|1.00\|7.98\|8.09\|7.88\|39418;2026-10-21\|7.99\|-0.75\|8.08\|8.14\|7.99\|21099;2026-10-22\|7.83\|-2.00\|8.03\|8.05\|7.82\|32198;2026-10-23\|7.95\|1.53\|7.72\|7.99\|7.36\|60659;2026-10-26\|8.06\|1.38\|7.97\|8.10\|7.80\|43295;2026-10-27\|7.83\|-2.85\|8.12\|8.15\|7.82\|36321;2026-10-28\|7.90\|0.89\|7.84\|7.95\|7.74\|27419;2026-10-29\|7.80\|-1.27\|7.88\|8.02\|7.78\|27870;2026-10-30\|7.58\|-2.82\|7.66\|7.98\|7.52\|36534;2026-11-02\|7.74\|2.11\|7.61\|7.79\|7.35\|58848;2026-11-03\|7.66\|-1.03\|7.71\|7.86\|7.57\|30111;2026-11-04\|7.71\|0.65\|8.00\|8.00\|7.44\|53048;2026-11-05\|7.99\|3.63\|7.71\|7.99\|7.63\|44943;2026-11-06\|7.88\|-1.38\|7.75\|7.99\|7.73\|33333;2026-11-09\|7.81\|-0.89\|7.97\|8.02\|7.80\|30234;2026-11-10\|7.90\|1.15\|7.87\|7.93\|7.81\|17759;2026-11-11\|8.02\|1.52\|7.95\|8.05\|7.89\|26329;2026-11-12\|7.95\|-0.87\|8.02\|8.06\|7.93\|20308
121004		固态电池+光伏+一季报增长行业原因： 1、据5月26日工信微报消息，《光伏组件安全要求》和《光伏组件铭牌标识要求》两项强制性国家标准，于2026年5月25日正式发布，将对规范光伏行业竞争秩序、推动产业升级发展起到重要作用。 2、储能板块活跃，光伏板块随之走强。公司原因： 1、据2026年5月27日异动公告，此前公司二级控股子公司安徽国晟新能源拟以2.3亿元增资铁岭环球，投建固态电池产业链智能制造项目。 2、据2026年5月27日公告，公司主营业务为光伏和生态园林双主业，光伏业务包括异质结、TOPCON等电池/组件的生产与销售。 3、据2026年4月30日公告，公司2026年一季度实现营收1.20亿元，同比增长25.02%；归母净利润-3483.52万元，亏损同比缩小16.93%。	全球前三大异质结产品制造商；消息称公司近期成功为某商业航天公司6U立方卫星提供HJT光伏系统，单星输出功率15W，较砷化镓方案效率提升18%、重量减轻25%，且已稳定运行超1年	2026-07-03\|11.62\|-9.85\|12.98\|13.30\|11.60\|674794;2026-07-06\|10.46\|-9.98\|11.53\|11.68\|10.46\|711010;2026-07-07\|10.95\|4.68\|10.40\|11.30\|9.98\|1428961;2026-07-08\|10.92\|-0.27\|10.41\|11.50\|10.10\|1279057;2026-07-09\|11.02\|0.92\|11.11\|11.66\|10.68\|903878;2026-07-10\|11.32\|2.72\|11.01\|11.86\|10.82\|948307;2026-07-13\|10.19\|-9.98\|11.10\|11.30\|10.19\|624014;2026-07-14\|10.05\|-1.37\|10.00\|10.23\|9.77\|585029;2026-07-15\|9.83\|-2.19\|10.20\|10.75\|9.78\|588967;2026-07-16\|9.80\|-0.31\|9.59\|10.11\|9.54\|551468;2026-07-17\|8.85\|-9.69\|9.80\|9.80\|8.82\|605290;2026-07-20\|8.40\|-5.08\|8.95\|9.74\|8.21\|1105737;2026-07-21\|8.57\|2.02\|8.42\|8.60\|7.56\|909199;2026-07-22\|8.45\|-1.40\|8.32\|8.68\|8.32\|520100;2026-07-23\|8.84\|4.62\|8.36\|9.07\|8.36\|583918;2026-07-24\|8.46\|-4.30\|8.59\|8.95\|8.45\|414043;2026-07-27\|8.97\|6.03\|8.44\|8.98\|8.33\|450678;2026-07-28\|9.02\|0.56\|8.92\|9.76\|8.92\|791420;2026-07-29\|8.89\|-1.44\|8.98\|9.14\|8.61\|592880;2026-07-30\|8.50\|-4.39\|8.78\|9.29\|8.49\|530502;2026-07-31\|9.04\|6.35\|8.64\|9.35\|8.64\|802623;2026-08-03\|9.94\|9.96\|9.12\|9.94\|9.01\|475312;2026-08-04\|10.38\|4.43\|10.20\|10.50\|9.88\|1134212;2026-08-05\|10.64\|2.50\|10.37\|10.69\|10.30\|864180;2026-08-06\|10.81\|1.60\|10.65\|10.88\|10.57\|719865;2026-08-07\|10.72\|-0.83\|10.88\|10.97\|10.56\|528289;2026-08-10\|10.92\|1.87\|10.72\|10.93\|10.60\|425632;2026-08-11\|10.83\|-0.82\|10.72\|10.95\|10.70\|307291;2026-08-12\|11.13\|2.77\|10.90\|11.16\|10.82\|387174;2026-08-13\|10.67\|-4.13\|11.00\|11.25\|10.65\|470939;2026-08-14\|10.43\|-2.25\|10.66\|10.83\|10.20\|411035;2026-08-17\|10.64\|2.01\|10.63\|10.76\|10.37\|313166;2026-08-18\|10.38\|-2.44\|10.80\|10.83\|10.27\|301429;2026-08-19\|9.50\|-8.48\|10.36\|10.38\|9.46\|395715;2026-08-20\|9.35\|-1.58\|9.57\|9.62\|9.28\|284385;2026-08-21\|9.41\|0.64\|9.28\|9.50\|9.05\|249613;2026-08-24\|9.27\|-1.49\|9.40\|9.52\|9.07\|279076;2026-08-25\|9.39\|1.29\|9.19\|9.45\|9.01\|215343;2026-08-26\|9.35\|-0.43\|9.44\|9.64\|9.25\|197198;2026-08-27\|9.42\|0.75\|9.33\|9.44\|9.21\|211502;2026-08-28\|10.36\|9.98\|9.42\|10.36\|9.38\|460112;2026-08-31\|9.80\|-5.41\|10.18\|10.26\|9.58\|907987;2026-09-01\|9.77\|-0.31\|9.78\|10.05\|9.69\|586632;2026-09-02\|10.75\|10.03\|9.70\|10.75\|9.58\|807087;2026-09-03\|10.51\|-2.23\|10.96\|11.14\|10.47\|1205582;2026-09-04\|10.79\|2.66\|10.63\|11.42\|10.44\|1146645;2026-09-07\|10.50\|-2.69\|10.77\|10.93\|10.43\|722966;2026-09-08\|10.68\|1.71\|10.49\|10.99\|10.42\|774477;2026-09-09\|10.51\|-1.59\|10.70\|10.77\|10.48\|518866;2026-09-10\|10.42\|-0.86\|10.41\|10.74\|10.22\|510074;2026-09-11\|9.98\|-4.22\|10.38\|10.38\|9.70\|566404;2026-09-14\|9.73\|-2.50\|9.96\|10.06\|9.70\|421262;2026-09-15\|9.16\|-5.86\|9.69\|9.80\|9.15\|454931;2026-09-16\|9.27\|1.20\|9.10\|9.40\|8.96\|407825;2026-09-17\|8.88\|-4.21\|9.14\|9.20\|8.86\|424128;2026-09-18\|9.10\|2.48\|8.96\|9.59\|8.90\|684038;2026-09-21\|9.22\|1.32\|9.01\|9.29\|9.00\|544023;2026-09-22\|9.40\|1.95\|9.30\|10.13\|9.18\|1167877;2026-09-23\|8.60\|-8.51\|9.37\|9.40\|8.52\|1011566;2026-09-24\|8.36\|-2.79\|8.50\|8.60\|8.31\|493511;2026-09-28\|8.10\|-3.11\|8.31\|8.44\|8.00\|359940;2026-09-29\|8.03\|-0.86\|8.10\|8.39\|8.02\|344377;2026-09-30\|8.02\|-0.12\|8.13\|8.40\|7.92\|451822;2026-10-08\|8.20\|2.24\|8.10\|8.54\|7.99\|684310;2026-10-09\|8.32\|1.46\|8.09\|8.39\|7.90\|537693;2026-10-12\|8.04\|-3.37\|8.27\|8.27\|8.00\|327007;2026-10-13\|8.09\|0.62\|7.86\|8.15\|7.66\|468106;2026-10-14\|7.77\|-3.96\|8.10\|8.10\|7.75\|271024;2026-10-15\|7.54\|-2.96\|7.50\|7.68\|7.38\|253305;2026-10-16\|7.66\|1.59\|7.69\|7.94\|7.59\|368406;2026-10-19\|7.53\|-1.70\|7.54\|7.70\|7.34\|271095;2026-10-20\|7.60\|0.93\|7.50\|7.63\|7.45\|214499;2026-10-21\|7.55\|-0.66\|7.50\|7.74\|7.50\|256708;2026-10-22\|7.15\|-5.30\|7.67\|7.68\|7.12\|350913;2026-10-23\|7.33\|2.52\|7.07\|7.38\|6.72\|456497;2026-10-26\|7.29\|-0.55\|7.28\|7.41\|7.19\|220269;2026-10-27\|7.09\|-2.74\|7.35\|7.43\|7.07\|203330;2026-10-28\|7.27\|2.54\|7.18\|7.30\|7.04\|286942;2026-10-29\|7.08\|-2.61\|7.21\|7.32\|7.07\|267413;2026-10-30\|6.77\|-4.38\|6.97\|7.22\|6.76\|379247;2026-11-02\|6.92\|2.22\|6.89\|6.96\|6.48\|411140;2026-11-03\|6.95\|0.43\|6.92\|7.46\|6.82\|561017;2026-11-04\|6.96\|0.14\|6.41\|7.00\|6.28\|1010810;2026-11-05\|7.42\|6.61\|6.95\|7.66\|6.91\|1168237;2026-11-06\|7.18\|-3.23\|7.30\|7.74\|7.15\|967518;2026-11-09\|7.16\|-0.28\|7.26\|7.90\|7.13\|811935;2026-11-10\|7.37\|2.93\|7.29\|7.39\|7.03\|715827;2026-11-11\|7.28\|-1.22\|7.37\|7.53\|6.87\|754741;2026-11-12\|7.08\|-2.75\|7.31\|7.58\|7.05\|808928
121003		工程机械租赁+陕西国资+煤矿智能装备 1、公司主营业务包括工程机械租赁和工程机械制造两大板块，子公司庞源租赁是国内建筑起重机械租赁行业的龙头企业。 2、公司属于国有企业，最终控制人为陕西省人民政府国有资产监督管理委员会。 3、据2025年年报，公司加快矿用无轨胶轮车系列化、矿用生产辅助装备及陕煤智控八大系统产品的研发优化，推动产品量产和市场化应用；新能源矿用无轨胶轮车已实现5款型号量产量销。	国资背景塔机租赁龙头，塔机规模全球第一	2026-07-03\|3.71\|1.64\|3.66\|3.80\|3.57\|331147;2026-07-06\|3.75\|1.08\|3.70\|3.90\|3.68\|400382;2026-07-07\|3.67\|-2.13\|3.75\|3.81\|3.65\|254843;2026-07-08\|3.60\|-1.91\|3.68\|3.72\|3.58\|199420;2026-07-09\|3.87\|7.50\|3.58\|3.88\|3.56\|571685;2026-07-10\|3.83\|-1.03\|3.87\|4.04\|3.82\|420675;2026-07-13\|3.45\|-9.92\|3.82\|3.83\|3.45\|551171;2026-07-14\|3.37\|-2.32\|3.43\|3.47\|3.24\|401878;2026-07-15\|3.32\|-1.48\|3.31\|3.50\|3.30\|285108;2026-07-16\|3.28\|-1.20\|3.28\|3.35\|3.24\|246102;2026-07-17\|3.13\|-4.57\|3.28\|3.31\|3.08\|295883;2026-07-20\|3.29\|5.11\|3.15\|3.44\|3.15\|583211;2026-07-21\|3.17\|-3.65\|3.26\|3.26\|2.97\|461233;2026-07-22\|3.31\|4.42\|3.11\|3.39\|3.11\|429097;2026-07-23\|3.64\|9.97\|3.33\|3.64\|3.28\|481798;2026-07-24\|4.00\|9.89\|3.78\|4.00\|3.71\|875040;2026-07-27\|4.01\|0.25\|3.88\|4.06\|3.83\|711481;2026-07-28\|3.97\|-1.00\|4.00\|4.08\|3.93\|434039;2026-07-29\|3.97\|0.00\|3.96\|4.05\|3.91\|330230;2026-07-30\|4.01\|1.01\|3.96\|4.07\|3.91\|341602;2026-07-31\|4.06\|1.25\|3.97\|4.06\|3.85\|375531;2026-08-03\|3.93\|-3.20\|4.16\|4.17\|3.88\|377990;2026-08-04\|4.00\|1.78\|3.94\|4.00\|3.91\|251578;2026-08-05\|4.11\|2.75\|4.02\|4.13\|3.99\|294791;2026-08-06\|4.17\|1.46\|4.11\|4.18\|4.07\|291304;2026-08-07\|4.08\|-2.16\|4.19\|4.19\|4.06\|290636;2026-08-10\|4.49\|10.05\|4.20\|4.49\|4.17\|763432;2026-08-25\|4.94\|10.02\|4.94\|4.94\|4.94\|138308;2026-08-26\|4.66\|-5.67\|5.43\|5.43\|4.52\|1902470;2026-08-27\|4.31\|-7.51\|4.47\|4.52\|4.28\|1324157;2026-08-28\|3.94\|-8.58\|4.21\|4.23\|3.93\|1246206;2026-08-31\|3.96\|0.51\|3.83\|4.08\|3.80\|889884;2026-09-01\|3.82\|-3.54\|3.88\|3.90\|3.80\|645490;2026-09-02\|3.74\|-2.09\|3.77\|3.79\|3.70\|434500;2026-09-03\|3.71\|-0.80\|3.73\|3.79\|3.70\|380920;2026-09-04\|3.71\|0.00\|3.69\|3.76\|3.68\|344775;2026-09-07\|3.76\|1.35\|3.70\|3.79\|3.65\|365301;2026-09-08\|3.78\|0.53\|3.75\|3.78\|3.72\|280068;2026-09-09\|3.70\|-2.12\|3.77\|3.77\|3.66\|309470;2026-09-10\|3.63\|-1.89\|3.71\|3.71\|3.62\|258980;2026-09-11\|3.55\|-2.20\|3.56\|3.59\|3.50\|301645;2026-09-14\|3.56\|0.28\|3.51\|3.59\|3.51\|174779;2026-09-15\|3.45\|-3.09\|3.56\|3.57\|3.44\|210969;2026-09-16\|3.46\|0.29\|3.46\|3.47\|3.42\|172976;2026-09-17\|3.48\|0.58\|3.45\|3.51\|3.43\|169269;2026-09-18\|3.52\|1.15\|3.49\|3.54\|3.47\|181197;2026-09-21\|3.55\|0.85\|3.53\|3.57\|3.50\|186173;2026-09-22\|3.52\|-0.85\|3.55\|3.57\|3.49\|224571;2026-09-23\|3.46\|-1.70\|3.52\|3.53\|3.45\|172387;2026-09-24\|3.50\|1.16\|3.46\|3.53\|3.42\|228109;2026-09-28\|3.45\|-1.43\|3.50\|3.51\|3.43\|165044;2026-09-29\|3.58\|3.77\|3.47\|3.60\|3.44\|308904;2026-09-30\|3.60\|0.56\|3.54\|3.60\|3.46\|324027;2026-10-08\|3.65\|1.39\|3.60\|3.66\|3.57\|292411;2026-10-09\|3.69\|1.10\|3.62\|3.69\|3.55\|279531;2026-10-12\|3.60\|-2.44\|3.67\|3.71\|3.58\|171923;2026-10-13\|3.60\|0.00\|3.56\|3.62\|3.50\|177843;2026-10-14\|3.50\|-2.78\|3.58\|3.62\|3.49\|159079;2026-10-15\|3.36\|-4.00\|3.44\|3.45\|3.33\|213291;2026-10-16\|3.41\|1.49\|3.42\|3.47\|3.37\|191460;2026-10-19\|3.37\|-1.17\|3.41\|3.43\|3.32\|148212;2026-10-20\|3.35\|-0.59\|3.39\|3.41\|3.32\|150628;2026-10-21\|3.34\|-0.30\|3.35\|3.38\|3.32\|126042;2026-10-22\|3.25\|-2.69\|3.35\|3.41\|3.25\|204617;2026-10-23\|3.29\|1.23\|3.21\|3.30\|3.06\|284446;2026-10-26\|3.24\|-1.52\|3.27\|3.29\|3.20\|126809;2026-10-27\|3.17\|-2.16\|3.24\|3.28\|3.16\|134868;2026-10-28\|3.24\|2.21\|3.21\|3.25\|3.17\|136839;2026-10-29\|3.19\|-1.54\|3.25\|3.26\|3.18\|114151;2026-10-30\|3.17\|-0.63\|3.16\|3.39\|3.12\|335190;2026-11-02\|3.20\|0.95\|3.12\|3.21\|3.10\|208378;2026-11-03\|3.19\|-0.31\|3.20\|3.27\|3.17\|171526;2026-11-04\|3.23\|1.25\|3.19\|3.24\|3.14\|198977;2026-11-05\|3.33\|3.10\|3.22\|3.33\|3.21\|268705;2026-11-06\|3.24\|-2.70\|3.25\|3.32\|3.23\|181989;2026-11-09\|3.18\|-1.85\|3.27\|3.29\|3.17\|149481;2026-11-10\|3.23\|1.57\|3.21\|3.24\|3.20\|106880;2026-11-11\|3.28\|1.55\|3.24\|3.31\|3.22\|169970;2026-11-12\|3.22\|-1.83\|3.28\|3.29\|3.22\|136587
121002	长鑫科技7月16日启动申购；华为韬定律V2版出炉	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司电子特气产品应用于存储芯片等领域	2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085;2026-07-13\|48.00\|-9.07\|51.00\|53.55\|47.72\|192350;2026-07-14\|50.25\|4.69\|48.66\|50.50\|47.06\|149451;2026-07-15\|49.24\|-2.01\|51.02\|51.56\|48.91\|118432;2026-07-16\|45.41\|-7.78\|48.05\|48.77\|44.78\|138044;2026-07-17\|42.62\|-6.14\|45.41\|45.68\|41.87\|143236;2026-07-20\|40.88\|-4.08\|45.00\|46.88\|39.07\|353039;2026-07-21\|43.02\|5.23\|41.70\|43.15\|36.79\|321838;2026-07-22\|41.65\|-3.18\|41.66\|43.79\|41.17\|220814;2026-07-23\|41.28\|-0.89\|42.00\|44.02\|40.88\|148137;2026-07-24\|40.00\|-3.10\|40.31\|41.60\|39.50\|133984;2026-07-27\|41.57\|3.92\|40.00\|41.99\|39.17\|124436;2026-07-28\|39.36\|-5.32\|41.13\|42.18\|39.05\|110449;2026-07-29\|38.00\|-3.46\|39.05\|39.36\|36.36\|154268;2026-07-30\|35.30\|-7.11\|37.75\|38.23\|34.47\|136718;2026-07-31\|35.65\|0.99\|37.90\|38.43\|35.59\|147424;2026-08-03\|33.99\|-4.66\|35.00\|35.83\|33.79\|127782;2026-08-04\|37.39\|10.00\|34.37\|37.39\|34.10\|140905;2026-08-05\|39.80\|6.45\|37.39\|40.28\|36.67\|222773;2026-08-06\|41.33\|3.84\|39.05\|41.65\|39.01\|183093;2026-08-07\|43.11\|4.31\|41.80\|43.53\|40.66\|189375;2026-08-10\|42.92\|-0.44\|43.24\|44.05\|41.88\|143272;2026-08-11\|42.54\|-0.89\|42.00\|43.50\|41.80\|106038;2026-08-12\|43.60\|2.49\|42.55\|44.05\|42.42\|113232;2026-08-13\|42.52\|-2.48\|44.03\|44.66\|42.48\|123474;2026-08-14\|44.22\|4.00\|43.17\|44.49\|42.60\|145331;2026-08-17\|45.97\|3.96\|44.60\|46.12\|44.28\|207046;2026-08-18\|46.50\|1.15\|46.01\|48.05\|45.90\|253252;2026-08-19\|43.40\|-6.67\|44.50\|46.90\|43.26\|207637;2026-08-20\|43.13\|-0.62\|44.11\|44.44\|42.58\|135629;2026-08-21\|43.16\|0.07\|43.19\|46.17\|43.00\|165406;2026-08-24\|41.41\|-4.05\|43.00\|43.09\|40.23\|159609;2026-08-25\|41.59\|0.43\|40.37\|42.33\|39.10\|133128;2026-08-26\|40.87\|-1.73\|41.85\|42.26\|40.23\|96657;2026-08-27\|44.96\|10.01\|40.85\|44.96\|40.85\|130904;2026-08-28\|46.41\|3.23\|46.00\|47.44\|45.14\|344981;2026-08-31\|45.66\|-1.62\|44.94\|45.90\|44.75\|195103;2026-09-01\|43.80\|-4.07\|45.66\|45.94\|43.61\|149555;2026-09-02\|42.81\|-2.26\|42.84\|44.06\|42.59\|140061;2026-09-03\|41.90\|-2.13\|43.58\|43.73\|41.20\|129841;2026-09-04\|39.49\|-5.75\|41.93\|42.58\|39.12\|144979;2026-09-07\|40.39\|2.28\|40.24\|40.94\|39.51\|121979;2026-09-08\|44.43\|10.00\|44.43\|44.43\|44.43\|41477;2026-09-09\|47.11\|6.03\|46.87\|48.87\|46.59\|556620;2026-09-10\|45.05\|-4.37\|46.35\|48.38\|44.45\|424349;2026-09-11\|49.56\|10.01\|43.69\|49.56\|43.69\|273283;2026-09-14\|49.96\|0.81\|50.78\|51.25\|47.20\|500051;2026-09-15\|53.17\|6.43\|49.56\|54.00\|48.22\|486874;2026-09-16\|52.37\|-1.50\|51.51\|55.06\|51.41\|446809;2026-09-17\|50.36\|-3.84\|51.53\|52.87\|50.15\|340190;2026-09-18\|50.33\|-0.06\|51.00\|51.33\|49.45\|254658;2026-09-21\|50.35\|0.04\|50.83\|51.20\|50.00\|208919;2026-09-22\|49.25\|-2.18\|50.89\|52.18\|48.90\|250109;2026-09-23\|51.50\|4.57\|49.88\|51.55\|49.50\|319990;2026-09-24\|48.03\|-6.74\|50.01\|50.61\|48.01\|241245;2026-09-28\|44.06\|-8.27\|47.50\|48.00\|43.60\|195039;2026-09-29\|43.56\|-1.13\|44.07\|44.33\|42.92\|104783;2026-09-30\|42.68\|-2.02\|44.49\|44.70\|42.53\|100087;2026-10-08\|41.39\|-3.02\|42.64\|43.29\|41.00\|104381;2026-10-09\|40.40\|-2.39\|40.84\|41.10\|38.00\|125543;2026-10-12\|38.64\|-4.36\|40.00\|40.15\|38.60\|75671;2026-10-13\|38.86\|0.57\|37.66\|39.24\|36.38\|98448;2026-10-14\|37.27\|-4.09\|38.40\|39.19\|37.23\|80863;2026-10-15\|35.79\|-3.97\|35.52\|36.58\|35.00\|91925;2026-10-16\|35.37\|-1.17\|36.50\|36.68\|35.01\|73664;2026-10-19\|35.42\|0.14\|35.23\|35.80\|33.68\|91242;2026-10-20\|36.37\|2.68\|35.23\|36.99\|34.80\|105302;2026-10-21\|36.91\|1.48\|36.70\|37.60\|36.48\|99298;2026-10-22\|34.90\|-5.45\|37.01\|37.17\|34.90\|91377;2026-10-23\|35.09\|0.54\|33.84\|35.33\|31.97\|122027;2026-10-26\|32.28\|-8.01\|34.57\|34.80\|32.26\|118927;2026-10-27\|31.38\|-2.79\|32.92\|33.39\|31.38\|86742;2026-10-28\|32.27\|2.84\|31.91\|32.45\|31.30\|89498;2026-10-29\|30.49\|-5.52\|32.00\|32.50\|30.48\|88358;2026-10-30\|28.57\|-6.30\|29.50\|30.50\|28.50\|92807;2026-11-02\|29.36\|2.77\|28.74\|29.60\|28.33\|92452;2026-11-03\|27.88\|-5.04\|29.00\|29.49\|27.61\|82377;2026-11-04\|29.77\|6.78\|28.39\|29.98\|27.13\|127792;2026-11-05\|30.69\|3.09\|29.26\|31.52\|29.10\|107704;2026-11-06\|29.96\|-2.38\|29.81\|30.39\|28.93\|86121;2026-11-09\|30.01\|0.17\|30.50\|30.54\|29.91\|59923;2026-11-10\|30.78\|2.57\|30.61\|31.36\|30.34\|82344;2026-11-11\|31.76\|3.18\|30.57\|31.89\|30.40\|82223;2026-11-12\|31.17\|-1.86\|31.99\|32.72\|31.01\|93006
121001	长鑫科技7月16日启动申购；华为韬定律V2版出炉	布局先进封装+半导体显示面板+机器人+次新股 1、据2026年7月17日公告，公司拟出资40亿元设立全资子公司，建设12寸混合芯片先进封装及测试项目，一期达产后产能为2000万颗/月。 2、据2026年6月18日招股说明书，公司于2026-06-26日上市，主营业务为半导体显示面板及智能显示终端的研发、制造和销售，2025年公司TV面板单价为554.24元/片，总体保持稳定；IT面板销量为49,811.11万片。 3、据2026年7月15日互动易，公司全资子公司深圳慧智机器人有限公司近期部署产线自动化机器人相关业务，目前主要服务于公司自身产线的自动化升级需求。	公司拟出资40亿元设立全资子公司，建设12寸混合芯片先进封装及测试项目，一期达产后产能为2000万颗/月	2026-07-03\|42.14\|-10.00\|46.00\|46.81\|42.14\|264867;2026-07-06\|38.12\|-9.54\|37.93\|42.81\|37.93\|1519789;2026-07-07\|34.78\|-8.76\|36.55\|37.85\|34.31\|1124273;2026-07-08\|35.53\|2.16\|36.01\|37.68\|34.10\|1087777;2026-07-09\|38.56\|8.53\|36.66\|38.65\|34.93\|1110394;2026-07-10\|37.03\|-3.97\|39.01\|40.96\|37.00\|1178469;2026-07-13\|33.33\|-9.99\|35.49\|36.83\|33.33\|688935;2026-07-14\|30.00\|-9.99\|32.50\|32.50\|30.00\|759675;2026-07-15\|27.07\|-9.77\|29.77\|30.05\|27.00\|1028452;2026-07-16\|25.80\|-4.69\|26.13\|27.06\|25.35\|664911;2026-07-17\|23.51\|-8.88\|25.94\|26.09\|23.25\|618783;2026-07-20\|25.34\|7.78\|24.80\|25.86\|24.22\|888814;2026-07-21\|27.87\|9.98\|24.65\|27.87\|22.81\|1201113;2026-07-22\|26.12\|-6.28\|26.81\|27.96\|25.60\|866578;2026-07-23\|25.79\|-1.26\|25.71\|26.50\|25.31\|475866;2026-07-24\|25.10\|-2.68\|25.17\|25.89\|24.73\|373047;2026-07-27\|26.21\|4.42\|24.88\|26.21\|23.99\|499508;2026-07-28\|24.74\|-5.61\|25.72\|26.13\|24.53\|421434;2026-07-29\|24.22\|-2.10\|24.52\|24.77\|23.39\|383110;2026-07-30\|22.04\|-9.00\|23.82\|24.24\|21.81\|569085;2026-07-31\|22.72\|3.09\|23.00\|23.74\|22.72\|518403;2026-08-03\|22.50\|-0.97\|22.45\|22.97\|22.33\|285671;2026-08-04\|23.07\|2.53\|22.66\|23.20\|22.59\|363138;2026-08-05\|24.01\|4.07\|22.99\|24.45\|22.88\|569727;2026-08-06\|23.87\|-0.58\|23.52\|24.25\|23.52\|399607;2026-08-07\|23.76\|-0.46\|23.79\|24.21\|23.23\|402999;2026-08-10\|23.93\|0.72\|24.00\|24.19\|23.30\|317001;2026-08-11\|24.05\|0.50\|23.77\|25.00\|23.77\|582548;2026-08-12\|23.95\|-0.42\|23.85\|24.15\|23.70\|284635;2026-08-13\|23.88\|-0.29\|24.07\|25.14\|23.86\|570143;2026-08-14\|23.69\|-0.80\|23.73\|24.15\|23.30\|333563;2026-08-17\|25.13\|6.08\|23.69\|26.00\|23.60\|653507;2026-08-18\|25.62\|1.95\|25.17\|26.26\|25.17\|630541;2026-08-19\|23.33\|-8.94\|24.90\|25.00\|23.15\|536194;2026-08-20\|23.03\|-1.29\|23.50\|23.66\|22.90\|340426;2026-08-21\|23.08\|0.22\|22.80\|23.19\|22.37\|215066;2026-08-24\|22.58\|-2.17\|23.00\|23.00\|22.25\|265066;2026-08-25\|22.60\|0.09\|22.35\|22.69\|21.95\|198531;2026-08-26\|22.75\|0.66\|22.67\|22.99\|22.48\|187179;2026-08-27\|23.39\|2.81\|22.75\|23.56\|22.65\|299769;2026-08-28\|22.82\|-2.44\|23.19\|23.35\|22.81\|247796;2026-08-31\|22.60\|-0.96\|22.42\|22.71\|22.30\|189585;2026-09-01\|22.43\|-0.75\|22.61\|22.66\|22.36\|139419;2026-09-02\|21.93\|-2.23\|22.23\|22.25\|21.88\|186474;2026-09-03\|21.91\|-0.09\|22.08\|22.27\|21.82\|144838;2026-09-04\|21.62\|-1.32\|22.05\|22.20\|21.56\|195258;2026-09-07\|21.69\|0.32\|21.65\|21.78\|21.42\|134936;2026-09-08\|21.34\|-1.61\|21.61\|21.61\|21.33\|164926;2026-09-09\|20.86\|-2.25\|21.35\|21.40\|20.56\|276358;2026-09-10\|20.19\|-3.21\|20.66\|20.66\|20.18\|166976;2026-09-11\|19.44\|-3.71\|19.97\|19.97\|19.06\|234284;2026-09-14\|20.26\|4.22\|19.40\|20.45\|19.26\|262147;2026-09-15\|21.09\|4.10\|20.03\|22.17\|20.03\|501502;2026-09-16\|21.39\|1.42\|20.90\|21.69\|20.58\|308867;2026-09-17\|21.06\|-1.54\|21.41\|21.63\|20.92\|188808;2026-09-18\|23.17\|10.02\|21.23\|23.17\|21.23\|646538;2026-09-21\|24.22\|4.53\|23.88\|24.99\|23.45\|944187;2026-09-22\|23.52\|-2.89\|24.30\|24.56\|23.45\|488639;2026-09-23\|23.77\|1.06\|23.63\|23.97\|23.38\|322048;2026-09-24\|22.98\|-3.32\|23.47\|23.59\|22.94\|249864;2026-09-28\|22.75\|-1.00\|23.30\|23.69\|22.30\|276003;2026-09-29\|22.00\|-3.30\|22.57\|22.63\|21.92\|203680;2026-09-30\|21.27\|-3.32\|22.30\|22.30\|21.25\|193181;2026-10-08\|20.52\|-3.53\|21.38\|21.54\|20.40\|174978;2026-10-09\|20.03\|-2.39\|20.48\|20.52\|19.40\|248698;2026-10-12\|19.22\|-4.04\|19.95\|20.01\|19.21\|187833;2026-10-13\|18.95\|-1.40\|19.00\|19.18\|18.22\|248298;2026-10-14\|18.28\|-3.54\|18.96\|18.96\|18.27\|156925;2026-10-15\|17.26\|-5.58\|17.61\|17.88\|17.02\|266741;2026-10-16\|17.20\|-0.35\|17.54\|17.59\|17.00\|183706;2026-10-19\|17.18\|-0.12\|17.01\|17.26\|16.81\|129948;2026-10-20\|17.38\|1.16\|17.10\|17.59\|17.03\|179103;2026-10-21\|17.38\|0.00\|17.40\|17.65\|17.30\|142594;2026-10-22\|16.92\|-2.65\|17.31\|17.47\|16.92\|156463;2026-10-23\|17.42\|2.96\|16.61\|17.49\|16.01\|258428;2026-10-26\|17.04\|-2.18\|17.20\|17.43\|17.01\|122959;2026-10-27\|16.75\|-1.18\|17.16\|17.40\|16.74\|170293;2026-10-28\|17.18\|2.57\|16.98\|17.30\|16.72\|154707;2026-10-29\|16.36\|-4.77\|17.03\|17.04\|16.33\|155315;2026-10-30\|15.80\|-3.42\|16.08\|16.51\|15.80\|166760;2026-11-02\|16.26\|2.91\|15.93\|16.29\|15.73\|165900;2026-11-03\|15.90\|-2.21\|16.10\|16.39\|15.80\|186300;2026-11-04\|16.77\|5.47\|15.99\|16.80\|15.91\|279715;2026-11-05\|16.90\|0.78\|16.51\|17.38\|16.48\|289576;2026-11-06\|16.34\|-3.31\|16.35\|16.66\|16.20\|200923;2026-11-09\|16.35\|0.06\|16.47\|16.69\|16.34\|120153;2026-11-10\|16.43\|0.49\|16.63\|16.69\|16.33\|206510;2026-11-11\|16.58\|0.91\|16.27\|16.62\|16.17\|182311;2026-11-12\|16.67\|0.54\|16.60\|17.36\|16.58\|333298
121000		拟收购存储公司+复牌+建筑幕墙 1、据2026年7月1日公告，公司拟通过发行股份及支付现金方式购买金胜电子100%股权，交易价格预计不超过6亿元，标的公司主要从事存储器的研发设计、生产制造及销售，系国家级专精特新重点“小巨人”企业，公司股票于7月1日复牌。 2、据2026年7月1日公告，本次交易完成后，公司将切入存储领域，打造第二增长曲线，拓展新的业务增长点。 3、据2025年年度报告，公司主营业务为建筑幕墙与门窗工程的设计、制造与施工，属于我国建筑幕墙行业第一阵营企业。	公司拟收购金胜电子，标的主要从事存储器，旗下KingSpec金胜维主要定位于消费级存储品牌；YANSEN元存主要定位于工业级存储品牌；OneBoom猛犸纪主要面向电竞及高性能消费场景	2026-07-03\|17.22\|10.03\|17.22\|17.22\|17.22\|6055;2026-07-06\|18.94\|9.99\|18.94\|18.94\|18.94\|7245;2026-07-07\|20.83\|9.98\|20.83\|20.83\|20.83\|7289;2026-07-08\|22.91\|9.99\|22.91\|22.91\|22.80\|467147;2026-07-09\|25.20\|10.00\|24.21\|25.20\|24.10\|132015;2026-07-10\|26.75\|6.15\|27.72\|27.72\|26.54\|387032;2026-07-13\|29.43\|10.02\|25.53\|29.43\|25.53\|277585;2026-07-14\|32.37\|9.99\|31.00\|32.37\|28.02\|369247;2026-07-15\|35.61\|10.01\|32.88\|35.61\|31.18\|307379;2026-07-16\|32.05\|-10.00\|32.05\|32.05\|32.05\|27094;2026-07-17\|28.85\|-9.98\|28.85\|28.85\|28.85\|23094;2026-07-20\|25.97\|-9.98\|27.60\|31.74\|25.97\|425879;2026-07-21\|23.40\|-9.90\|23.37\|25.79\|23.37\|400530;2026-07-22\|24.67\|5.43\|22.98\|25.40\|22.51\|344960;2026-07-23\|25.80\|4.58\|24.50\|25.94\|23.67\|323654;2026-07-24\|26.51\|2.75\|24.60\|27.55\|24.60\|300540;2026-07-27\|28.32\|6.83\|26.28\|28.32\|23.86\|305367;2026-07-28\|25.49\|-9.99\|26.93\|28.25\|25.49\|266656;2026-07-29\|23.83\|-6.51\|24.22\|24.99\|22.94\|306624;2026-07-30\|26.21\|9.99\|23.48\|26.21\|22.58\|316523;2026-07-31\|25.00\|-4.62\|28.83\|28.83\|24.91\|472704;2026-08-03\|25.51\|2.04\|24.49\|26.50\|23.71\|331597;2026-08-04\|26.02\|2.00\|25.55\|26.20\|23.94\|333507;2026-08-05\|26.17\|0.58\|25.97\|26.99\|24.51\|347472;2026-08-06\|25.00\|-4.47\|25.82\|26.53\|24.80\|262427;2026-08-07\|27.50\|10.00\|24.50\|27.50\|24.28\|248016;2026-08-10\|27.58\|0.29\|28.34\|28.52\|25.34\|372125;2026-08-11\|30.34\|10.01\|27.25\|30.34\|26.84\|340997;2026-08-12\|31.20\|2.83\|30.00\|32.76\|29.13\|426582;2026-08-13\|28.98\|-7.12\|30.87\|33.00\|28.85\|370024;2026-08-14\|26.08\|-10.01\|29.35\|29.88\|26.08\|339732;2026-08-17\|26.22\|0.54\|25.45\|26.78\|24.60\|277810;2026-08-18\|26.77\|2.10\|26.18\|27.62\|25.59\|270178;2026-08-19\|24.09\|-10.01\|24.91\|25.50\|24.09\|172604;2026-08-20\|23.88\|-0.87\|23.18\|24.73\|22.63\|207863;2026-08-21\|23.39\|-2.05\|23.50\|23.76\|22.73\|148256;2026-08-24\|21.97\|-6.07\|23.25\|23.33\|21.10\|182935;2026-08-25\|21.77\|-0.91\|21.86\|21.99\|21.10\|137059;2026-08-26\|22.22\|2.07\|22.00\|22.46\|21.29\|149219;2026-08-27\|24.44\|9.99\|22.58\|24.44\|22.06\|188923;2026-08-28\|22.75\|-6.91\|23.63\|24.30\|22.69\|242343;2026-08-31\|22.45\|-1.32\|22.69\|23.99\|22.15\|192352;2026-09-01\|22.05\|-1.78\|22.90\|23.00\|21.90\|151764;2026-09-02\|20.80\|-5.67\|21.15\|21.57\|20.50\|167528;2026-09-03\|20.40\|-1.92\|21.22\|21.22\|20.19\|109839;2026-09-04\|20.11\|-1.42\|20.43\|20.60\|19.97\|90073;2026-09-07\|20.24\|0.65\|20.17\|20.57\|20.01\|84088;2026-09-08\|20.44\|0.99\|20.10\|20.58\|19.78\|103633;2026-09-09\|19.61\|-4.06\|20.53\|20.64\|19.50\|118087;2026-09-10\|19.34\|-1.38\|19.42\|20.30\|19.19\|82142;2026-09-11\|19.00\|-1.76\|19.28\|19.32\|18.63\|86383;2026-09-14\|18.99\|-0.05\|18.85\|19.15\|18.76\|54032;2026-09-15\|18.61\|-2.00\|19.04\|19.08\|18.53\|56918;2026-09-16\|19.04\|2.31\|18.77\|19.21\|18.41\|67576;2026-09-17\|19.17\|0.68\|19.20\|19.24\|18.78\|61060;2026-09-18\|19.61\|2.30\|19.30\|19.89\|19.26\|84410;2026-09-21\|19.81\|1.02\|20.60\|20.60\|19.69\|104575;2026-09-22\|20.70\|4.49\|19.83\|21.43\|19.83\|227758;2026-09-23\|20.06\|-3.09\|20.78\|21.46\|19.71\|168043;2026-09-24\|19.63\|-2.14\|19.60\|20.32\|19.56\|102049;2026-09-28\|18.39\|-6.32\|19.36\|19.53\|18.31\|89966;2026-09-29\|17.98\|-2.23\|18.18\|18.49\|17.97\|59195;2026-09-30\|17.78\|-1.11\|18.05\|18.56\|17.72\|50769;2026-10-08\|19.56\|10.01\|18.01\|19.56\|18.00\|73007;2026-10-09\|18.65\|-4.65\|19.37\|19.38\|17.62\|178845;2026-10-12\|17.89\|-4.08\|18.86\|18.86\|17.80\|84011;2026-10-13\|18.03\|0.78\|17.47\|18.19\|17.05\|74231;2026-10-14\|17.70\|-1.83\|18.03\|18.50\|17.62\|60686;2026-10-15\|17.15\|-3.11\|17.15\|17.70\|16.99\|57044;2026-10-16\|16.84\|-1.81\|17.42\|17.53\|16.77\|48453;2026-10-19\|16.80\|-0.24\|16.71\|16.89\|15.98\|54121;2026-10-20\|16.88\|0.48\|16.64\|17.13\|16.62\|43054;2026-10-21\|17.05\|1.01\|16.92\|17.49\|16.91\|44869;2026-10-22\|16.40\|-3.81\|17.10\|17.22\|16.33\|42413;2026-10-23\|16.54\|0.85\|15.98\|16.55\|15.05\|80613;2026-10-26\|16.19\|-2.12\|16.37\|16.37\|15.98\|36395;2026-10-27\|15.57\|-3.83\|16.30\|16.45\|15.56\|31468;2026-10-28\|16.25\|4.37\|15.85\|16.49\|15.62\|59204;2026-10-29\|15.79\|-2.83\|16.00\|16.26\|15.61\|43366;2026-10-30\|15.13\|-4.18\|16.03\|16.22\|15.10\|79000;2026-11-02\|15.60\|3.11\|15.28\|15.68\|14.71\|68865;2026-11-03\|15.15\|-2.88\|15.54\|15.82\|15.00\|48617;2026-11-04\|15.56\|2.71\|15.18\|15.68\|14.80\|62086;2026-11-05\|16.12\|3.60\|15.40\|16.28\|15.30\|65809;2026-11-06\|15.80\|-1.99\|15.50\|16.10\|15.45\|52432;2026-11-09\|15.78\|-0.13\|16.10\|16.20\|15.76\|36476;2026-11-10\|16.00\|1.39\|15.93\|16.17\|15.88\|34107;2026-11-11\|16.43\|2.69\|16.02\|16.61\|15.93\|48982;2026-11-12\|16.28\|-0.91\|16.36\|16.67\|16.19\|47381
120999		岩土固化剂+可控核聚变+核电 1、据2026年7月9日互动易，公司长期深耕岩土固化领域，自主研发软土固化剂核心技术并获国家技术发明二等奖，相关产品已在核电、港口等工程实现规模化应用；2025年国内岩土固化剂市场规模预计达62.5亿元，公司正积极探索“软土固化剂合伙人”平台化运营新模式。 2、据2026年5月15日投资者关系活动记录表，公司2026年4月通过全资子公司中岩星核出资设立成都高新束研大地科技有限公司，持股49%，定位为聚变核心装备精密制造与工程化服务平台，向可控核聚变领域延伸布局。 3、据2026年5月15日投资者关系活动记录表，截至2026年一季度末，公司已为10个核电站21台机组提供服务；已中标深圳中广核工程设计有限公司《岩土工程全过程咨询长期协议》，三年内为核电项目提供咨询和专家技术支持服务。	公司拟跨界并购PCB刀具企业深圳市鑫寰宇精工科技	2026-07-03\|13.73\|1.70\|13.62\|13.95\|13.40\|42198;2026-07-06\|13.43\|-2.19\|13.73\|13.97\|13.41\|40635;2026-07-07\|12.87\|-4.17\|13.37\|13.42\|12.86\|32178;2026-07-08\|12.88\|0.08\|13.30\|13.30\|12.63\|27934;2026-07-09\|12.92\|0.31\|12.74\|13.23\|12.74\|36561;2026-07-10\|14.21\|9.98\|12.92\|14.21\|12.78\|58122;2026-07-13\|14.73\|3.66\|14.98\|15.60\|14.34\|179679;2026-07-14\|16.20\|9.98\|14.57\|16.20\|13.71\|175943;2026-07-15\|16.70\|3.09\|15.86\|17.10\|15.86\|151714;2026-07-16\|17.78\|6.47\|16.48\|17.96\|16.33\|151810;2026-07-17\|19.56\|10.01\|19.56\|19.56\|19.56\|58159;2026-07-20\|17.60\|-10.02\|21.52\|21.52\|17.60\|279133;2026-07-21\|18.72\|6.36\|15.84\|18.80\|15.84\|276477;2026-07-22\|16.85\|-9.99\|18.00\|19.32\|16.85\|234877;2026-07-23\|18.54\|10.03\|16.60\|18.54\|16.19\|279438;2026-07-24\|20.39\|9.98\|18.87\|20.39\|18.53\|356790;2026-07-27\|19.62\|-3.78\|20.10\|20.10\|18.35\|294595;2026-07-28\|17.66\|-9.99\|19.20\|19.50\|17.66\|204104;2026-07-29\|19.43\|10.02\|17.07\|19.43\|17.07\|182389;2026-07-30\|17.49\|-9.98\|19.43\|19.89\|17.49\|259619;2026-07-31\|19.24\|10.01\|18.50\|19.24\|18.15\|125739;2026-08-03\|21.16\|9.98\|20.46\|21.16\|20.05\|84337;2026-08-04\|20.91\|-1.18\|22.19\|22.24\|20.05\|316670;2026-08-05\|20.75\|-0.77\|20.10\|21.38\|19.74\|268643;2026-08-06\|20.02\|-3.52\|20.20\|21.03\|19.47\|245601;2026-08-07\|19.94\|-0.40\|20.30\|20.42\|18.86\|216507;2026-08-10\|19.93\|-0.05\|19.72\|20.35\|19.50\|175543;2026-08-11\|19.21\|-3.61\|19.80\|19.90\|19.17\|147864;2026-08-12\|18.43\|-4.06\|19.00\|19.00\|18.20\|145309;2026-08-13\|17.74\|-3.74\|18.44\|18.61\|17.70\|142976;2026-08-14\|17.38\|-2.03\|17.68\|17.85\|16.98\|104787;2026-08-17\|17.63\|1.44\|17.32\|17.68\|16.98\|91122;2026-08-18\|17.55\|-0.45\|17.56\|18.25\|17.25\|117176;2026-08-19\|16.09\|-8.32\|17.05\|17.34\|16.02\|115149;2026-08-20\|15.90\|-1.18\|16.34\|16.38\|15.74\|74980;2026-08-21\|15.60\|-1.89\|15.86\|15.87\|15.37\|64850;2026-08-24\|15.23\|-2.37\|15.60\|15.68\|15.05\|55224;2026-08-25\|15.70\|3.09\|15.15\|15.75\|15.00\|69576;2026-08-26\|16.08\|2.42\|15.75\|16.19\|15.56\|76172;2026-08-27\|16.22\|0.87\|16.04\|16.28\|15.86\|63633;2026-08-28\|15.93\|-1.79\|16.08\|16.15\|15.83\|58076;2026-08-31\|16.12\|1.19\|15.85\|16.13\|15.73\|39837;2026-09-01\|16.38\|1.61\|16.12\|16.47\|16.05\|52438;2026-09-02\|16.39\|0.06\|16.16\|16.53\|16.06\|40321;2026-09-03\|16.27\|-0.73\|16.50\|16.55\|16.05\|37192;2026-09-04\|16.26\|-0.06\|16.26\|16.69\|16.18\|46336;2026-09-07\|16.18\|-0.49\|16.27\|16.45\|16.11\|36859;2026-09-08\|16.17\|-0.06\|16.18\|16.38\|16.10\|34924;2026-09-09\|16.14\|-0.19\|16.17\|16.24\|15.98\|28853;2026-09-10\|15.98\|-0.99\|16.14\|16.14\|15.88\|25102;2026-09-11\|15.56\|-2.63\|15.76\|15.91\|15.39\|32466;2026-09-14\|15.85\|1.86\|15.56\|15.94\|15.40\|36727;2026-09-15\|16.79\|5.93\|15.85\|16.96\|15.60\|129257;2026-09-16\|18.47\|10.01\|18.47\|18.47\|18.46\|63540;2026-09-17\|20.32\|10.02\|19.03\|20.32\|17.92\|363502;2026-09-18\|20.00\|-1.57\|20.69\|21.93\|19.35\|380185;2026-09-21\|20.88\|4.40\|19.82\|21.02\|19.38\|299977;2026-09-22\|21.08\|0.96\|20.72\|21.99\|20.50\|204674;2026-09-23\|21.50\|1.99\|21.37\|21.76\|20.81\|178562;2026-09-24\|21.10\|-1.86\|21.39\|21.88\|20.87\|122447;2026-09-28\|19.83\|-6.02\|23.20\|23.20\|19.62\|191516;2026-09-29\|20.42\|2.98\|19.97\|21.81\|19.84\|243047;2026-09-30\|19.40\|-5.00\|20.41\|20.66\|19.36\|169911;2026-10-08\|19.69\|1.49\|19.31\|20.50\|19.31\|115332;2026-10-09\|18.65\|-5.28\|19.44\|19.91\|17.74\|134298;2026-10-12\|17.85\|-4.29\|18.41\|18.55\|17.75\|91613;2026-10-13\|18.19\|1.90\|17.37\|18.56\|16.97\|86608;2026-10-14\|17.60\|-3.24\|18.11\|18.45\|17.55\|52120;2026-10-15\|16.68\|-5.23\|16.90\|17.35\|16.62\|53519;2026-10-16\|16.48\|-1.20\|16.91\|17.00\|16.32\|58136;2026-10-19\|16.10\|-2.31\|16.36\|16.39\|15.26\|56815;2026-10-20\|16.39\|1.80\|15.96\|16.88\|15.80\|69527;2026-10-21\|16.57\|1.10\|16.39\|17.41\|16.38\|99269;2026-10-22\|15.73\|-5.07\|16.70\|16.85\|15.73\|70290;2026-10-23\|15.53\|-1.27\|15.40\|15.62\|14.21\|109190;2026-10-26\|15.26\|-1.74\|15.40\|15.48\|15.05\|53543;2026-10-27\|14.94\|-2.10\|15.30\|15.64\|14.94\|55630;2026-10-28\|14.95\|0.07\|14.91\|15.18\|14.70\|48302;2026-10-29\|14.42\|-3.55\|14.99\|15.39\|14.41\|50903;2026-10-30\|13.77\|-4.51\|14.06\|14.69\|13.77\|59361;2026-11-02\|14.46\|5.01\|13.79\|14.64\|13.45\|61547;2026-11-03\|14.13\|-2.28\|14.37\|14.50\|13.97\|49311;2026-11-04\|14.44\|2.19\|14.11\|14.48\|13.66\|62895;2026-11-05\|14.62\|1.25\|14.27\|14.86\|14.04\|56505;2026-11-06\|14.28\|-2.33\|14.05\|14.42\|13.80\|49997;2026-11-09\|14.20\|-0.56\|14.45\|14.49\|14.15\|33963;2026-11-10\|14.72\|3.66\|14.50\|14.74\|14.33\|38283;2026-11-11\|15.02\|2.04\|14.73\|15.09\|14.64\|41465;2026-11-12\|14.59\|-2.86\|15.05\|15.22\|14.51\|49393
120998		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司实控人拟转让29.99%股份，控股股东变更为上海誉升	2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-14\|33.75\|10.01\|33.75\|33.75\|33.75\|6149;2026-07-15\|37.13\|10.01\|37.13\|37.13\|37.13\|1041;2026-07-16\|40.84\|9.99\|40.84\|40.84\|40.84\|1474;2026-07-17\|44.92\|9.99\|44.92\|44.92\|44.92\|2736;2026-07-20\|40.43\|-10.00\|49.41\|49.41\|40.43\|209293;2026-07-21\|36.39\|-9.99\|36.39\|38.00\|36.39\|54857;2026-07-22\|40.03\|10.00\|34.00\|40.03\|33.90\|164803;2026-07-23\|42.09\|5.15\|40.62\|43.50\|39.80\|142709;2026-07-24\|46.30\|10.00\|40.88\|46.30\|40.88\|157511;2026-07-27\|47.91\|3.48\|45.50\|49.38\|41.67\|152819;2026-07-28\|52.70\|10.00\|46.00\|52.70\|45.01\|152254;2026-07-29\|57.97\|10.00\|54.71\|57.97\|51.64\|176858;2026-07-30\|56.20\|-3.05\|55.20\|62.76\|53.05\|172826;2026-07-31\|52.90\|-5.87\|50.60\|58.00\|50.60\|150160;2026-08-03\|48.90\|-7.56\|52.89\|52.89\|47.70\|123530;2026-08-04\|53.79\|10.00\|48.97\|53.79\|48.60\|106330;2026-08-05\|56.22\|4.52\|53.80\|56.60\|52.35\|150793;2026-08-06\|53.70\|-4.48\|55.67\|55.99\|51.50\|125519;2026-08-07\|53.83\|0.24\|53.95\|54.20\|50.71\|100915;2026-08-10\|59.21\|9.99\|53.00\|59.21\|52.08\|150923;2026-08-11\|56.88\|-3.94\|58.03\|62.99\|55.61\|166889;2026-08-12\|56.35\|-0.93\|55.75\|57.95\|53.48\|119046;2026-08-13\|53.69\|-4.72\|55.66\|55.95\|52.25\|123614;2026-08-14\|52.91\|-1.31\|53.03\|53.99\|50.66\|81729;2026-08-17\|58.20\|10.00\|53.97\|58.20\|53.97\|93890;2026-08-18\|64.02\|10.00\|59.95\|64.02\|59.88\|75508;2026-08-19\|67.99\|6.20\|65.00\|70.30\|61.11\|188219;2026-08-20\|74.79\|10.00\|67.90\|74.79\|67.20\|132228;2026-08-21\|80.78\|8.01\|77.10\|82.27\|73.00\|181287;2026-08-24\|72.80\|-9.88\|80.21\|80.21\|72.70\|145059;2026-08-25\|74.62\|2.50\|74.62\|78.88\|70.03\|131213;2026-08-26\|73.20\|-1.90\|73.71\|78.35\|73.20\|114251;2026-08-27\|80.52\|10.00\|74.66\|80.52\|72.46\|84427;2026-08-28\|83.43\|3.61\|83.00\|88.55\|80.76\|140016;2026-08-31\|85.83\|2.88\|84.26\|88.00\|81.12\|112496;2026-09-01\|82.80\|-3.53\|85.01\|85.80\|81.00\|94119;2026-09-02\|75.00\|-9.42\|80.30\|82.80\|74.66\|105426;2026-09-03\|68.59\|-8.55\|75.28\|76.50\|67.50\|109193;2026-09-04\|68.62\|0.04\|67.92\|73.16\|66.22\|104823;2026-09-07\|67.26\|-1.98\|69.75\|70.00\|66.06\|79389;2026-09-08\|73.99\|10.01\|67.26\|73.99\|65.98\|96811;2026-09-09\|68.80\|-7.01\|75.00\|75.98\|68.00\|115358;2026-09-10\|64.67\|-6.00\|66.94\|69.83\|64.00\|89282;2026-09-11\|62.88\|-2.77\|64.98\|65.48\|61.00\|68552;2026-09-14\|62.10\|-1.24\|63.89\|65.39\|61.73\|61054;2026-09-15\|63.85\|2.82\|62.10\|64.86\|60.05\|91289;2026-09-16\|63.66\|-0.30\|63.50\|64.70\|60.20\|70589;2026-09-17\|62.32\|-2.10\|64.39\|65.45\|60.60\|73300;2026-09-18\|65.03\|4.35\|62.87\|66.35\|62.80\|95955;2026-09-21\|71.53\|10.00\|65.95\|71.53\|65.95\|74071;2026-09-22\|78.68\|10.00\|73.78\|78.68\|73.78\|82146;2026-09-23\|77.56\|-1.42\|81.00\|86.48\|77.01\|160424;2026-09-24\|78.74\|1.52\|79.11\|81.03\|72.21\|117117;2026-09-28\|79.25\|0.65\|77.50\|83.89\|73.07\|122186;2026-09-29\|75.50\|-4.73\|76.53\|78.78\|71.33\|84242;2026-09-30\|72.95\|-3.38\|76.64\|76.64\|72.07\|56043;2026-10-08\|72.67\|-0.38\|72.98\|74.60\|71.29\|39157;2026-10-09\|69.80\|-3.95\|73.28\|73.28\|67.00\|50214;2026-10-12\|67.45\|-3.37\|69.16\|69.70\|67.15\|35765;2026-10-13\|68.93\|2.19\|67.00\|70.00\|66.06\|48453;2026-10-14\|70.99\|2.99\|67.03\|72.32\|67.03\|67176;2026-10-15\|69.02\|-2.77\|68.20\|72.25\|67.51\|46248;2026-10-16\|68.80\|-0.32\|69.92\|70.80\|68.16\|51295;2026-10-19\|67.51\|-1.88\|66.95\|70.35\|66.10\|43356;2026-10-20\|69.32\|2.68\|67.64\|70.53\|67.17\|41339;2026-10-21\|69.35\|0.04\|70.10\|70.48\|68.08\|33196;2026-10-22\|65.99\|-4.84\|70.30\|70.30\|64.20\|44920;2026-10-23\|65.03\|-1.45\|65.51\|66.18\|62.10\|32656;2026-10-26\|65.34\|0.48\|64.50\|66.00\|63.50\|22506;2026-10-27\|62.67\|-4.09\|65.66\|66.45\|62.10\|30660;2026-10-28\|63.57\|1.44\|62.69\|64.58\|61.50\|25706;2026-10-29\|60.04\|-5.55\|63.19\|63.19\|59.90\|30497;2026-10-30\|57.99\|-3.41\|59.20\|60.89\|57.50\|24234;2026-11-02\|57.66\|-0.57\|57.66\|58.35\|55.20\|31873;2026-11-03\|55.14\|-4.37\|56.52\|57.60\|54.34\|21216;2026-11-04\|56.77\|2.96\|56.00\|56.85\|52.51\|31971;2026-11-05\|59.57\|4.93\|56.01\|59.80\|55.05\|31361;2026-11-06\|56.95\|-4.40\|56.80\|58.21\|55.55\|19013;2026-11-09\|57.74\|1.39\|58.00\|58.54\|56.80\|17727;2026-11-10\|58.09\|0.61\|58.12\|58.68\|57.10\|13819;2026-11-11\|59.10\|1.74\|58.10\|59.30\|57.22\|17668;2026-11-12\|58.35\|-1.27\|58.80\|60.80\|58.33\|19358

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eastmoney_rank

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yuanbaoreason