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
113994		半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	国内首个突破UPSSS级氢氟酸生产技术的企业，六氟磷酸锂小龙头	2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888;2026-07-13\|36.99\|-10.00\|36.99\|37.43\|36.99\|315609;2026-07-14\|36.08\|-2.46\|33.29\|36.46\|33.29\|2108710;2026-07-15\|33.88\|-6.10\|36.08\|36.60\|33.76\|1448753;2026-07-16\|31.92\|-5.79\|33.03\|33.98\|31.64\|1115007;2026-07-17\|31.24\|-2.13\|31.90\|32.89\|31.02\|1354109;2026-07-20\|28.12\|-9.99\|31.66\|32.00\|28.12\|1357499;2026-07-21\|30.13\|7.15\|28.20\|30.18\|25.49\|1634330;2026-07-22\|29.78\|-1.16\|29.60\|30.84\|29.20\|1188255;2026-07-23\|30.48\|2.35\|29.79\|30.99\|29.55\|1198590;2026-07-24\|30.52\|0.13\|29.94\|32.50\|29.93\|1809934;2026-07-27\|33.57\|9.99\|30.88\|33.57\|29.29\|2107873;2026-07-28\|34.20\|1.88\|33.61\|35.55\|33.19\|2757574;2026-07-29\|31.99\|-6.46\|33.00\|33.55\|30.78\|2070474;2026-07-30\|30.56\|-4.47\|31.45\|32.73\|30.50\|1457756;2026-07-31\|31.44\|2.88\|31.80\|32.88\|31.20\|1585136;2026-08-03\|30.01\|-4.55\|30.80\|30.82\|29.30\|1253642;2026-08-04\|31.36\|4.50\|30.01\|31.71\|29.87\|1259558;2026-08-05\|32.81\|4.62\|30.43\|33.18\|30.30\|1826543;2026-08-06\|36.09\|10.00\|32.41\|36.09\|32.40\|2235992;2026-08-07\|36.54\|1.25\|36.20\|38.60\|35.20\|2977858;2026-08-10\|38.51\|5.39\|36.80\|39.85\|36.05\|2529575;2026-08-11\|37.28\|-3.19\|37.05\|39.30\|36.52\|2056988;2026-08-12\|37.40\|0.32\|37.14\|37.96\|36.58\|1417211;2026-08-13\|38.97\|4.20\|37.51\|40.98\|37.31\|2435367;2026-08-14\|39.16\|0.49\|38.26\|40.19\|38.11\|1975964;2026-08-17\|39.19\|0.08\|38.88\|39.86\|38.20\|1649376;2026-08-18\|37.48\|-4.36\|39.21\|40.00\|37.41\|1855406;2026-08-19\|37.52\|0.11\|36.00\|38.92\|35.20\|1977036;2026-08-20\|36.01\|-4.02\|36.84\|36.99\|35.40\|1438020;2026-08-21\|36.15\|0.39\|35.48\|36.78\|34.87\|1231491;2026-08-24\|34.57\|-4.37\|35.98\|36.46\|34.00\|1236130;2026-08-25\|33.88\|-2.00\|34.17\|34.38\|32.69\|1014449;2026-08-26\|34.05\|0.50\|33.94\|34.47\|33.60\|781666;2026-08-27\|35.12\|3.14\|34.03\|35.25\|33.85\|1075434;2026-08-28\|36.94\|5.18\|35.30\|37.58\|35.00\|2017350;2026-08-31\|36.47\|-1.27\|36.23\|36.95\|35.60\|1232369;2026-09-01\|34.86\|-4.41\|36.48\|36.50\|34.74\|1065407;2026-09-02\|33.70\|-3.33\|33.88\|34.77\|33.70\|765261;2026-09-03\|34.68\|2.91\|33.96\|35.38\|33.20\|1143488;2026-09-04\|32.80\|-5.42\|34.19\|34.71\|32.35\|1014381;2026-09-07\|33.30\|1.52\|32.81\|33.68\|32.51\|611068;2026-09-08\|33.52\|0.66\|33.31\|34.20\|33.06\|754337;2026-09-09\|33.69\|0.51\|33.20\|34.13\|33.01\|761148;2026-09-10\|32.82\|-2.58\|33.33\|33.33\|32.70\|543350;2026-09-11\|31.87\|-2.89\|32.17\|32.18\|31.02\|762795;2026-09-14\|31.84\|-0.09\|31.46\|32.26\|31.14\|435280;2026-09-15\|32.24\|1.26\|31.70\|32.66\|31.60\|548897
113993		锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力；一季度净利润同比扭亏为盈	2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998;2026-07-13\|14.99\|-7.58\|15.98\|16.06\|14.85\|471419;2026-07-14\|15.39\|2.67\|14.98\|15.45\|14.63\|419700;2026-07-15\|14.26\|-7.34\|15.08\|15.31\|14.13\|511612;2026-07-16\|13.69\|-4.00\|14.00\|14.30\|13.57\|458676;2026-07-17\|12.88\|-5.92\|13.70\|13.97\|12.81\|437454;2026-07-20\|11.59\|-10.02\|13.10\|13.13\|11.59\|493872;2026-07-21\|12.34\|6.47\|11.76\|12.38\|10.69\|606901;2026-07-22\|12.47\|1.05\|12.28\|12.83\|12.20\|482616;2026-07-23\|13.72\|10.02\|12.59\|13.72\|12.56\|499867;2026-07-24\|13.55\|-1.24\|13.60\|14.21\|13.31\|914278;2026-07-27\|14.38\|6.13\|13.85\|14.59\|13.55\|787703;2026-07-28\|14.37\|-0.07\|14.16\|14.95\|14.05\|699746;2026-07-29\|15.81\|10.02\|14.36\|15.81\|13.32\|840052;2026-07-30\|15.97\|1.01\|15.80\|16.16\|15.12\|924002;2026-07-31\|15.56\|-2.57\|15.39\|16.18\|15.35\|678162;2026-08-03\|14.79\|-4.95\|15.01\|15.22\|14.52\|513053;2026-08-04\|14.99\|1.35\|14.80\|15.10\|14.50\|509642;2026-08-05\|15.75\|5.07\|14.89\|15.76\|14.88\|668783;2026-08-06\|15.69\|-0.38\|15.65\|16.00\|15.33\|584372;2026-08-07\|15.50\|-1.21\|16.00\|16.08\|15.10\|570391;2026-08-10\|16.52\|6.58\|15.99\|17.05\|15.85\|1077394;2026-08-11\|15.72\|-4.84\|16.00\|16.59\|15.70\|835147;2026-08-12\|16.81\|6.93\|16.00\|17.29\|15.76\|1238122;2026-08-13\|17.02\|1.25\|16.53\|17.43\|16.25\|1190041;2026-08-14\|16.73\|-1.70\|16.78\|17.48\|16.34\|850276;2026-08-17\|16.48\|-1.49\|16.45\|16.68\|16.02\|677085;2026-08-18\|15.40\|-6.55\|16.36\|16.47\|14.86\|832751;2026-08-19\|14.00\|-9.09\|14.62\|14.86\|14.00\|602038;2026-08-20\|14.07\|0.50\|14.38\|14.60\|13.98\|460367;2026-08-21\|15.06\|7.04\|14.09\|15.29\|13.90\|748128;2026-08-24\|15.21\|1.00\|15.51\|16.26\|15.11\|787511;2026-08-25\|14.53\|-4.47\|14.98\|15.20\|14.40\|577211;2026-08-26\|14.80\|1.86\|14.40\|15.32\|14.40\|499481;2026-08-27\|15.08\|1.89\|14.72\|15.09\|14.57\|454287;2026-08-28\|15.30\|1.46\|15.50\|15.50\|14.95\|557104;2026-08-31\|15.19\|-0.72\|15.30\|15.39\|14.84\|443983;2026-09-01\|14.89\|-1.98\|15.16\|15.27\|14.85\|358388;2026-09-02\|14.41\|-3.22\|14.70\|14.73\|14.17\|349264;2026-09-03\|14.31\|-0.69\|14.66\|14.68\|14.25\|282845;2026-09-04\|13.85\|-3.21\|14.34\|14.38\|13.70\|373297;2026-09-07\|13.91\|0.43\|13.73\|13.91\|13.53\|247411;2026-09-08\|13.95\|0.29\|13.92\|14.14\|13.81\|248179;2026-09-09\|13.87\|-0.57\|13.91\|13.98\|13.69\|226471;2026-09-10\|13.72\|-1.08\|13.78\|13.80\|13.59\|167776;2026-09-11\|13.35\|-2.70\|13.40\|13.44\|12.98\|283181;2026-09-14\|13.58\|1.72\|13.30\|13.69\|13.15\|236242;2026-09-15\|13.65\|0.52\|13.41\|13.79\|13.39\|244712
113992	央视财经：AI智能体市场或迎爆发式增长	音视频软件+《仙剑奇侠传》IP+MR 1、据2026年5月18日投资者关系管理信息，公司2026年重点推进《仙剑奇侠传》等IP的MR交互游戏与全感剧场内容开发，推进多城市落地推广与场景合作。 2、据2026年5月18日投资者关系管理信息，公司2026年将持续聚焦高毛利的音视频软件等产品解决方案业务，全力提升盈利水平与经营质量；据2025年年度报告，该业务2025年营收同比增长5440.61%，毛利率达50.72%。 3、据2026年5月18日投资者关系管理信息，公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率；据2025年年度报告，公司主要研发项目包括AI智能媒资拆条系统等。	公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率	2026-05-12\|10.22\|10.85\|9.29\|10.48\|9.01\|425663;2026-05-13\|10.02\|-1.96\|10.09\|10.43\|9.88\|322734;2026-05-14\|9.61\|-4.09\|10.09\|10.15\|9.50\|231780;2026-05-15\|9.90\|3.02\|9.66\|10.21\|9.61\|276436;2026-05-18\|10.08\|1.82\|9.81\|10.45\|9.71\|312600;2026-05-19\|9.95\|-1.29\|10.00\|10.41\|9.73\|209553;2026-05-20\|9.91\|-0.40\|9.87\|10.04\|9.57\|197592;2026-05-21\|9.47\|-4.44\|9.92\|10.25\|9.43\|212510;2026-05-22\|9.62\|1.58\|9.55\|9.76\|9.36\|161313;2026-05-25\|9.34\|-2.91\|9.55\|9.62\|9.03\|198267;2026-05-26\|9.28\|-0.64\|9.30\|9.47\|9.05\|171574;2026-05-27\|8.77\|-5.50\|9.20\|9.37\|8.58\|217255;2026-05-28\|8.71\|-0.68\|8.78\|8.85\|8.33\|180353;2026-05-29\|8.24\|-5.40\|8.72\|8.88\|8.21\|146539;2026-06-01\|8.80\|6.80\|8.33\|9.05\|8.17\|197805;2026-06-02\|8.39\|-4.66\|8.83\|8.94\|8.31\|130333;2026-06-03\|7.95\|-5.24\|8.39\|8.39\|7.85\|195388;2026-06-04\|7.56\|-4.91\|7.90\|8.01\|7.47\|228206;2026-06-05\|7.79\|3.04\|7.51\|8.03\|7.46\|222636;2026-06-08\|7.29\|-6.42\|7.55\|7.79\|7.26\|180062;2026-06-09\|7.78\|6.72\|7.39\|7.91\|7.25\|224508;2026-06-10\|9.34\|20.05\|7.71\|9.34\|7.59\|460696;2026-06-11\|10.97\|17.45\|9.24\|11.08\|9.05\|749311;2026-06-12\|9.10\|-17.05\|10.22\|10.49\|8.88\|645642;2026-06-15\|8.86\|-2.64\|8.92\|9.21\|8.56\|450194;2026-06-16\|8.99\|1.47\|8.78\|9.27\|8.59\|306047;2026-06-17\|8.81\|-2.00\|8.99\|9.18\|8.42\|291290;2026-06-18\|8.81\|0.00\|8.71\|9.02\|8.65\|218940;2026-06-22\|8.66\|-1.70\|8.74\|9.23\|8.38\|313414;2026-06-23\|8.58\|-0.92\|8.75\|8.76\|8.46\|164663;2026-06-24\|8.43\|-1.75\|8.49\|8.65\|8.15\|194733;2026-06-25\|8.14\|-3.44\|8.44\|8.65\|8.01\|189996;2026-06-26\|9.77\|20.02\|8.06\|9.77\|7.99\|505356;2026-06-29\|8.28\|-15.25\|10.25\|10.33\|7.99\|727867;2026-06-30\|8.13\|-1.81\|8.21\|8.50\|7.99\|394155;2026-07-01\|8.40\|3.32\|8.23\|8.71\|8.13\|327430;2026-07-02\|8.52\|1.43\|8.26\|9.10\|8.19\|296755;2026-07-03\|8.06\|-5.40\|8.56\|8.60\|7.90\|310118;2026-07-06\|7.98\|-0.99\|8.10\|8.18\|7.95\|163458;2026-07-07\|7.70\|-3.51\|7.98\|7.99\|7.65\|150227;2026-07-08\|7.74\|0.52\|7.76\|8.15\|7.50\|201485;2026-07-09\|7.67\|-0.90\|7.65\|7.76\|7.47\|133537;2026-07-10\|7.80\|1.69\|7.68\|7.99\|7.51\|164245;2026-07-13\|7.38\|-5.38\|7.68\|7.78\|7.30\|161656;2026-07-14\|7.81\|5.83\|7.39\|7.85\|7.13\|170528;2026-07-15\|7.54\|-3.46\|7.72\|7.79\|7.39\|116575;2026-07-16\|7.61\|0.93\|7.42\|7.69\|7.40\|89172;2026-07-17\|7.08\|-6.96\|7.55\|7.85\|7.07\|151690;2026-07-20\|6.70\|-5.37\|7.08\|7.16\|6.48\|181879;2026-07-21\|6.76\|0.90\|6.70\|6.83\|6.06\|201547;2026-07-22\|6.60\|-2.37\|6.60\|6.81\|6.56\|125552;2026-07-23\|6.34\|-3.94\|6.54\|6.65\|6.28\|195395;2026-07-24\|6.06\|-4.42\|6.25\|6.31\|6.06\|124655;2026-07-27\|6.08\|0.33\|6.00\|6.19\|5.86\|252220;2026-07-28\|6.07\|-0.16\|5.94\|6.38\|5.91\|204780;2026-07-29\|6.17\|1.65\|6.08\|6.26\|5.95\|201727;2026-07-30\|5.86\|-5.02\|6.14\|6.27\|5.81\|201096;2026-07-31\|6.28\|7.17\|5.98\|6.35\|5.97\|254172;2026-08-03\|6.32\|0.64\|6.25\|6.33\|6.17\|120043;2026-08-04\|6.50\|2.85\|6.41\|6.60\|6.36\|174383;2026-08-05\|6.78\|4.31\|6.51\|6.95\|6.45\|202551;2026-08-06\|6.79\|0.15\|6.79\|6.90\|6.63\|151015;2026-08-07\|6.77\|-0.29\|6.79\|6.82\|6.51\|136044;2026-08-10\|6.87\|1.48\|6.83\|6.91\|6.66\|118617;2026-08-11\|6.87\|0.00\|6.85\|6.94\|6.66\|115688;2026-08-12\|6.91\|0.58\|6.91\|7.00\|6.85\|93442;2026-08-13\|6.76\|-2.17\|6.99\|7.02\|6.71\|131302;2026-08-14\|6.72\|-0.59\|6.80\|6.83\|6.57\|119753;2026-08-17\|6.88\|2.38\|6.83\|6.93\|6.72\|116725;2026-08-18\|6.68\|-2.91\|6.90\|6.90\|6.61\|134805;2026-08-19\|6.36\|-4.79\|6.62\|6.64\|6.36\|111693;2026-08-20\|6.41\|0.79\|6.48\|6.55\|6.35\|80503;2026-08-21\|6.43\|0.31\|6.35\|6.46\|6.27\|84713;2026-08-24\|6.27\|-2.49\|6.41\|6.51\|6.20\|99390;2026-08-25\|6.50\|3.67\|6.33\|6.53\|6.19\|119075;2026-08-26\|6.50\|0.00\|6.49\|6.57\|6.36\|78293;2026-08-27\|6.54\|0.62\|6.50\|6.57\|6.45\|69159;2026-08-28\|6.51\|-0.46\|6.57\|6.63\|6.47\|78741;2026-08-31\|6.48\|-0.46\|6.40\|6.52\|6.26\|141181;2026-09-01\|6.58\|1.54\|6.48\|6.65\|6.41\|159972;2026-09-02\|6.51\|-1.06\|6.51\|6.57\|6.41\|94383;2026-09-03\|6.42\|-1.38\|6.55\|6.60\|6.35\|94546;2026-09-04\|6.36\|-0.93\|6.46\|6.56\|6.32\|129607;2026-09-07\|6.29\|-1.10\|6.37\|6.43\|6.27\|106527;2026-09-08\|6.56\|4.29\|6.35\|7.00\|6.31\|373696;2026-09-09\|6.25\|-4.73\|6.49\|6.70\|6.25\|348901;2026-09-10\|6.25\|0.00\|6.15\|6.30\|6.05\|181121;2026-09-11\|6.13\|-1.92\|6.27\|6.27\|6.03\|119569;2026-09-14\|6.05\|-1.31\|6.14\|6.16\|6.01\|98438;2026-09-15\|5.89\|-2.64\|6.05\|6.07\|5.88\|102225
113991	央视财经：AI智能体市场或迎爆发式增长	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；与智谱AI签署了战略合作协议，携手推进AI大模型在生态环保及水务领域的创新应用	2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062;2026-07-13\|11.64\|-9.98\|12.88\|13.05\|11.64\|65642;2026-07-14\|11.76\|1.03\|12.09\|12.09\|11.28\|55570;2026-07-15\|11.77\|0.09\|11.66\|12.21\|11.51\|55661;2026-07-16\|11.34\|-3.65\|11.70\|11.93\|11.25\|55641;2026-07-17\|10.65\|-6.08\|11.32\|11.66\|10.35\|69860;2026-07-20\|9.59\|-9.95\|10.67\|10.90\|9.59\|75728;2026-07-21\|9.73\|1.46\|9.56\|9.79\|8.63\|113731;2026-07-22\|9.46\|-2.77\|9.60\|9.82\|9.39\|58964;2026-07-23\|9.70\|2.54\|9.46\|9.80\|9.37\|50968;2026-07-24\|9.45\|-2.58\|9.59\|9.68\|9.29\|46604;2026-07-27\|9.76\|3.28\|9.33\|9.84\|9.33\|48524;2026-07-28\|9.45\|-3.18\|9.80\|10.09\|9.35\|63007;2026-07-29\|9.64\|2.01\|9.41\|9.79\|9.26\|98765;2026-07-30\|9.05\|-6.12\|9.57\|9.85\|9.00\|81795;2026-07-31\|9.96\|10.06\|9.21\|9.96\|9.15\|121586;2026-08-03\|10.33\|3.71\|10.38\|10.91\|9.89\|180637;2026-08-04\|10.52\|1.84\|10.36\|10.59\|10.25\|111188;2026-08-05\|10.65\|1.24\|10.54\|10.77\|10.53\|79998;2026-08-06\|10.87\|2.07\|10.66\|10.95\|10.55\|65254;2026-08-07\|10.92\|0.46\|10.88\|10.93\|10.36\|65476;2026-08-10\|11.13\|1.92\|10.98\|11.20\|10.82\|56991;2026-08-11\|11.03\|-0.90\|11.07\|11.22\|10.85\|49457;2026-08-12\|11.16\|1.18\|10.99\|11.23\|10.98\|35511;2026-08-13\|10.83\|-2.96\|11.21\|11.26\|10.72\|39558;2026-08-14\|10.73\|-0.92\|10.84\|11.04\|10.61\|48777;2026-08-17\|10.97\|2.24\|10.86\|10.99\|10.56\|34381;2026-08-18\|10.81\|-1.46\|11.01\|11.01\|10.75\|28136;2026-08-19\|10.29\|-4.81\|10.76\|10.76\|10.19\|41681;2026-08-20\|10.43\|1.36\|10.36\|10.61\|10.21\|33846;2026-08-21\|10.47\|0.38\|10.35\|10.55\|10.13\|25756;2026-08-24\|10.44\|-0.29\|10.57\|10.88\|10.26\|63239;2026-08-25\|10.89\|4.31\|10.37\|10.94\|10.36\|44347;2026-08-26\|10.67\|-2.02\|10.80\|10.96\|10.63\|42429;2026-08-27\|10.56\|-1.03\|10.55\|10.74\|10.50\|43996;2026-08-28\|10.61\|0.47\|10.60\|10.80\|10.51\|41623;2026-08-31\|10.72\|1.04\|10.47\|10.80\|10.30\|41506;2026-09-01\|10.69\|-0.28\|10.72\|10.78\|10.53\|37072;2026-09-02\|10.80\|1.03\|10.69\|10.85\|10.48\|35041;2026-09-03\|10.83\|0.28\|10.89\|11.03\|10.71\|47605;2026-09-04\|10.68\|-1.39\|10.80\|11.03\|10.60\|43124;2026-09-07\|10.66\|-0.19\|10.71\|10.77\|10.57\|27481;2026-09-08\|10.62\|-0.38\|10.66\|10.73\|10.57\|23988;2026-09-09\|10.50\|-1.13\|10.62\|10.70\|10.43\|30418;2026-09-10\|10.45\|-0.48\|10.50\|10.58\|10.38\|34247;2026-09-11\|11.50\|10.05\|10.99\|11.50\|10.72\|78099;2026-09-14\|12.65\|10.00\|12.65\|12.65\|12.65\|47704;2026-09-15\|12.36\|-2.29\|12.13\|13.79\|11.39\|288567
113990	燃气轮机产量缺口将长期存在	HRSG+燃机+越南基地+海外收入占比过半 1、据2026年6月3日投资者关系活动记录表，越南制造基地于2026年5月30日顺利完成HRSG产品首次交付，标志着越南生产基地正式具备HRSG产品量产与海外交付能力，是公司服务北美AI数据中心电力设备市场的重要里程碑；三期工厂已于6月3日奠基，预计2027年3月建成投产。 2、据2026年6月3日投资者关系活动记录表，公司2025年海外业务收入达2.59亿元，占营业收入比重升至51.52%，超越国内收入，国际化战略进入收获期；越南基地成为辐射全球市场特别是北美市场的“桥头堡”，以应对北美AI数据中心建设带来的增量需求。 3、据2025年年度报告，公司主营业务为防腐防磨堆焊装备、非堆焊锅炉部件等，是国内少数几家具备防腐防磨堆焊装备规模化生产能力的企业之一，产品应用于垃圾焚烧发电、燃煤发电等领域。	公司拥有燃气轮机HRSG（后端余热锅炉），越南工厂提前布局海外产能，已切入GEV供应链且2026年初将新增西门子、三菱客户；2027年海外燃机新增产能对应HRSG增量需求100台+，公司产能可完全匹配需求	2026-05-12\|58.73\|0.09\|58.22\|59.85\|56.66\|70709;2026-05-13\|62.96\|7.20\|58.10\|63.45\|57.35\|90668;2026-05-14\|58.80\|-6.61\|62.96\|62.96\|58.80\|68997;2026-05-15\|58.36\|-0.75\|58.91\|61.45\|57.86\|58988;2026-05-18\|57.27\|-1.87\|58.01\|59.56\|56.60\|45933;2026-05-19\|56.57\|-1.22\|56.84\|58.10\|55.17\|46711;2026-05-20\|54.22\|-4.15\|55.91\|56.82\|54.14\|48889;2026-05-21\|50.70\|-6.49\|54.67\|55.40\|50.50\|55039;2026-05-22\|52.27\|3.10\|51.70\|54.26\|50.70\|66448;2026-05-25\|53.92\|3.16\|52.80\|55.49\|52.80\|57728;2026-05-26\|52.30\|-3.00\|53.57\|53.57\|51.11\|41122;2026-05-27\|50.32\|-3.79\|52.30\|54.86\|49.95\|61065;2026-05-28\|54.80\|8.90\|50.39\|55.45\|50.14\|70747;2026-05-29\|43.30\|3.10\|44.94\|45.00\|41.21\|139690;2026-06-01\|44.45\|2.66\|42.95\|47.38\|41.99\|181001;2026-06-02\|44.53\|0.18\|44.01\|47.00\|43.78\|130585;2026-06-03\|43.31\|-2.74\|43.92\|45.60\|42.60\|110125;2026-06-04\|51.97\|20.00\|43.00\|51.97\|42.96\|220885;2026-06-05\|52.37\|0.77\|51.97\|54.00\|51.93\|182388;2026-06-08\|47.01\|-10.23\|50.96\|51.46\|46.26\|128745;2026-06-09\|47.99\|2.08\|49.23\|49.34\|47.13\|90881;2026-06-10\|45.83\|-4.50\|47.36\|47.98\|45.38\|92610;2026-06-11\|51.70\|12.81\|45.40\|53.84\|45.40\|175367;2026-06-12\|50.56\|-2.21\|51.10\|53.63\|50.18\|130735;2026-06-15\|50.81\|0.49\|51.10\|51.88\|50.01\|106478;2026-06-16\|49.85\|-1.89\|50.38\|51.88\|49.50\|98173;2026-06-17\|48.63\|-2.45\|49.13\|50.50\|48.08\|87430;2026-06-18\|48.89\|0.53\|50.70\|52.99\|48.12\|193469;2026-06-22\|51.45\|5.24\|49.87\|51.58\|46.75\|172551;2026-06-23\|50.40\|-2.04\|51.18\|52.89\|50.01\|106196;2026-06-24\|49.66\|-1.47\|50.50\|51.50\|47.55\|113194;2026-06-25\|50.25\|1.19\|49.50\|52.80\|48.50\|141644;2026-06-26\|48.30\|-3.88\|50.24\|53.90\|48.19\|181295;2026-06-29\|42.08\|-12.88\|48.00\|48.00\|40.52\|209868;2026-06-30\|41.71\|-0.88\|42.16\|42.48\|40.68\|95628;2026-07-01\|42.37\|1.58\|42.90\|45.09\|41.86\|121625;2026-07-02\|40.72\|-3.89\|41.94\|43.64\|40.51\|101361;2026-07-03\|41.72\|2.46\|41.12\|42.76\|40.62\|84799;2026-07-06\|41.51\|-0.50\|42.00\|44.20\|41.18\|91733;2026-07-07\|39.94\|-3.78\|42.45\|43.76\|39.70\|81543;2026-07-08\|37.33\|-6.53\|40.08\|40.40\|37.30\|71509;2026-07-09\|37.15\|-0.48\|37.96\|38.35\|34.97\|76891;2026-07-10\|36.81\|-0.92\|36.85\|38.20\|36.75\|60328;2026-07-13\|34.10\|-7.36\|36.46\|36.66\|34.01\|60281;2026-07-14\|34.18\|0.23\|34.44\|34.66\|32.36\|79290;2026-07-15\|33.37\|-2.37\|34.80\|34.80\|33.11\|47638;2026-07-16\|32.63\|-2.22\|32.84\|34.63\|32.16\|56214;2026-07-17\|29.75\|-8.83\|32.48\|32.72\|29.14\|65362;2026-07-20\|27.49\|-7.60\|30.09\|30.57\|26.64\|76468;2026-07-21\|28.50\|3.67\|27.86\|28.54\|24.36\|87250;2026-07-22\|28.63\|0.46\|28.21\|29.38\|27.87\|59526;2026-07-23\|29.97\|4.68\|30.68\|32.00\|29.13\|96201;2026-07-24\|28.14\|-6.11\|29.52\|29.86\|28.01\|63379;2026-07-27\|29.69\|5.51\|28.13\|29.69\|28.10\|53116;2026-07-28\|28.29\|-4.72\|29.41\|29.49\|28.09\|44473;2026-07-29\|27.92\|-1.31\|28.21\|28.36\|27.16\|47292;2026-07-30\|26.56\|-4.87\|27.89\|28.11\|26.30\|51472;2026-07-31\|28.12\|5.87\|28.00\|28.95\|27.78\|62128;2026-08-03\|29.93\|6.44\|28.43\|30.29\|28.09\|75850;2026-08-04\|30.94\|3.37\|30.13\|31.14\|29.51\|64554;2026-08-05\|33.11\|7.01\|31.00\|33.58\|30.80\|83092;2026-08-06\|33.90\|2.39\|32.82\|34.25\|32.50\|59301;2026-08-07\|34.33\|1.27\|33.93\|34.41\|32.95\|48875;2026-08-10\|34.21\|-0.35\|34.89\|34.97\|33.53\|37400;2026-08-11\|33.43\|-2.28\|33.87\|34.18\|33.32\|41226;2026-08-12\|33.74\|0.93\|33.54\|34.26\|33.19\|34571;2026-08-13\|33.06\|-2.02\|33.57\|34.47\|33.06\|35078;2026-08-14\|33.36\|0.91\|33.20\|33.41\|32.68\|27222;2026-08-17\|36.01\|7.94\|33.40\|36.25\|33.06\|66539;2026-08-18\|35.89\|-0.33\|35.43\|36.77\|35.23\|53134;2026-08-19\|33.35\|-7.08\|35.33\|35.70\|33.31\|46004;2026-08-20\|33.19\|-0.48\|33.90\|33.99\|32.90\|32229;2026-08-21\|33.68\|1.48\|32.83\|33.83\|32.40\|29361;2026-08-24\|33.69\|0.03\|33.22\|33.73\|32.06\|37962;2026-08-25\|33.52\|-0.50\|33.69\|33.75\|32.53\|38821;2026-08-26\|34.50\|2.92\|33.87\|34.90\|33.52\|53525;2026-08-27\|35.24\|2.14\|34.16\|35.38\|34.00\|45972;2026-08-28\|31.22\|-11.41\|34.12\|34.50\|31.20\|103086;2026-08-31\|33.05\|5.86\|30.86\|33.54\|30.66\|76935;2026-09-01\|32.95\|-0.30\|33.56\|33.76\|32.57\|45435;2026-09-02\|32.41\|-1.64\|32.70\|32.81\|32.05\|28560;2026-09-03\|32.24\|-0.52\|32.51\|33.03\|31.81\|32924;2026-09-04\|31.95\|-0.90\|32.60\|33.23\|31.51\|34784;2026-09-07\|31.89\|-0.19\|31.90\|32.43\|31.52\|27687;2026-09-08\|31.50\|-1.22\|31.85\|31.96\|31.28\|23950;2026-09-09\|31.97\|1.49\|31.70\|32.69\|31.40\|33947;2026-09-10\|32.30\|1.03\|31.84\|32.47\|31.40\|28391;2026-09-11\|30.53\|-5.48\|32.21\|33.05\|29.75\|51845;2026-09-14\|30.37\|-0.52\|30.13\|30.69\|29.63\|35110;2026-09-15\|30.13\|-0.79\|30.60\|30.94\|29.96\|24259
113989	燃气轮机产量缺口将长期存在	燃气轮机+核电铸件+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月28日年报，公司燃气轮机气缸已配套三菱、GE，2025年以来两大客户订单大增，带动销量及售价上行，并参与雅下电站水轮机组招投标，项目装机容量6000万千瓦，建设期超10年。 2、据2025年4月26日年报及2026年4月28日年报，公司取得百万千瓦级核电高压外缸资质并完成昌江、秦山项目交付，形成“民品-军品-核电”协同体系。 3、据2026年4月28日年报，公司设立上海福鞍集铁科技有限公司，注册资本2.485亿元，业务性质为算力租赁，持股比例100%。	公司与三菱、GE、西门子等国际企业均有良好的合作关系，为其提供大型铸钢件，与三菱在燃气轮机领域合作稳定，主要供应燃兼压缸、透平缸、排气缸外缸及空气冷凝管等产品	2026-05-12\|19.04\|-0.26\|19.09\|19.53\|18.75\|214626;2026-05-13\|19.88\|4.41\|19.02\|20.34\|18.81\|376564;2026-05-14\|19.76\|-0.60\|19.77\|20.60\|19.35\|374328;2026-05-15\|18.95\|-4.10\|19.76\|20.52\|18.85\|301795;2026-05-18\|17.73\|-6.44\|18.39\|18.86\|17.44\|320998;2026-05-19\|17.82\|0.51\|17.59\|18.39\|17.19\|178087;2026-05-20\|17.31\|-2.86\|17.71\|17.71\|17.04\|124064;2026-05-21\|16.16\|-6.64\|17.26\|17.80\|16.09\|210641;2026-05-22\|16.76\|3.71\|16.18\|16.90\|16.18\|125935;2026-05-25\|16.15\|-3.64\|16.81\|16.91\|15.78\|181710;2026-05-26\|15.62\|-3.28\|16.00\|16.14\|15.41\|104453;2026-05-27\|15.81\|1.22\|15.62\|16.66\|15.20\|160098;2026-05-28\|16.44\|3.98\|15.81\|17.06\|15.47\|170487;2026-05-29\|16.54\|0.61\|16.72\|17.38\|16.23\|243891;2026-06-01\|16.65\|0.67\|16.36\|17.20\|15.81\|169915;2026-06-02\|16.39\|-1.56\|16.52\|16.65\|15.96\|111092;2026-06-03\|16.22\|-1.04\|16.33\|16.98\|15.85\|124428;2026-06-04\|16.26\|0.25\|16.09\|16.65\|16.05\|110760;2026-06-05\|16.60\|2.09\|16.10\|16.83\|15.91\|149192;2026-06-08\|15.57\|-6.20\|16.13\|16.90\|15.30\|186332;2026-06-09\|15.74\|1.09\|15.55\|15.95\|15.47\|100510;2026-06-10\|15.00\|-4.70\|15.76\|15.76\|14.79\|119806;2026-06-11\|16.50\|10.00\|15.54\|16.50\|15.30\|148766;2026-06-12\|16.25\|-1.52\|16.01\|17.14\|16.01\|232521;2026-06-15\|16.29\|0.25\|16.24\|16.57\|16.11\|136452;2026-06-16\|17.03\|4.54\|16.55\|17.50\|16.23\|186276;2026-06-17\|16.75\|-1.64\|17.04\|17.23\|16.63\|134861;2026-06-18\|17.42\|4.00\|16.71\|17.80\|16.61\|183128;2026-06-22\|16.99\|-2.47\|17.25\|17.59\|16.50\|176934;2026-06-23\|16.69\|-1.77\|16.99\|17.35\|16.57\|135634;2026-06-24\|16.33\|-2.16\|16.65\|16.67\|16.01\|104158;2026-06-25\|15.70\|-3.86\|16.14\|16.29\|15.57\|108762;2026-06-26\|15.14\|-3.57\|15.55\|15.86\|15.14\|87770;2026-06-29\|15.37\|1.52\|15.20\|16.06\|14.77\|163972;2026-06-30\|14.98\|-2.54\|15.12\|15.36\|14.34\|160571;2026-07-01\|14.99\|0.07\|15.00\|15.54\|14.72\|120463;2026-07-02\|14.40\|-3.94\|14.72\|14.95\|14.36\|79923;2026-07-03\|14.60\|1.39\|14.45\|14.94\|14.32\|99200;2026-07-06\|14.22\|-2.60\|14.50\|14.89\|14.13\|68809;2026-07-07\|14.07\|-1.05\|14.25\|14.35\|13.72\|68652;2026-07-08\|13.49\|-4.12\|14.01\|14.01\|13.20\|99841;2026-07-09\|13.33\|-1.19\|13.35\|13.55\|12.99\|114944;2026-07-10\|13.30\|-0.23\|13.31\|13.65\|13.26\|68669;2026-07-13\|12.36\|-7.07\|13.35\|13.46\|12.30\|91919;2026-07-14\|12.52\|1.29\|12.23\|12.59\|12.00\|58196;2026-07-15\|12.55\|0.24\|12.60\|12.94\|12.33\|45698;2026-07-16\|12.24\|-2.47\|12.42\|12.52\|12.18\|44382;2026-07-17\|11.52\|-5.57\|12.40\|12.40\|11.47\|65428;2026-07-20\|10.72\|-6.94\|11.81\|11.81\|10.50\|92554;2026-07-21\|10.87\|1.40\|10.75\|10.89\|9.96\|93286;2026-07-22\|10.73\|-1.29\|11.00\|11.05\|10.59\|54183;2026-07-23\|11.29\|5.22\|10.71\|11.32\|10.71\|77315;2026-07-24\|10.94\|-3.10\|11.18\|11.18\|10.79\|52594;2026-07-27\|12.03\|9.96\|10.92\|12.03\|10.90\|77183;2026-07-28\|11.97\|-0.50\|12.08\|12.55\|11.91\|146083;2026-07-29\|12.19\|1.84\|11.95\|12.50\|11.87\|105332;2026-07-30\|11.43\|-6.23\|12.23\|12.33\|11.39\|110910;2026-07-31\|11.50\|0.61\|11.72\|11.85\|11.49\|68195;2026-08-03\|11.80\|2.61\|11.59\|11.91\|11.51\|56176;2026-08-04\|12.11\|2.63\|11.90\|12.28\|11.76\|69173;2026-08-05\|12.30\|1.57\|12.01\|12.38\|12.01\|58544;2026-08-06\|12.32\|0.16\|12.23\|12.43\|12.09\|65576;2026-08-07\|12.02\|-2.44\|12.37\|12.37\|11.91\|69884;2026-08-10\|11.99\|-0.25\|12.01\|12.08\|11.72\|62243;2026-08-11\|11.81\|-1.50\|11.88\|11.95\|11.65\|57755;2026-08-12\|11.94\|1.10\|11.85\|12.06\|11.79\|52837;2026-08-13\|11.85\|-0.75\|11.88\|12.40\|11.83\|83686;2026-08-14\|12.04\|1.60\|11.89\|12.08\|11.79\|67997;2026-08-17\|12.28\|1.99\|12.10\|12.33\|11.77\|71900;2026-08-18\|11.96\|-2.61\|12.30\|12.30\|11.86\|58853;2026-08-19\|11.35\|-5.10\|11.86\|11.88\|11.31\|65962;2026-08-20\|11.51\|1.41\|11.48\|11.66\|11.33\|36361;2026-08-21\|11.67\|1.39\|11.65\|11.69\|11.24\|36492;2026-08-24\|11.46\|-1.80\|11.78\|11.80\|11.27\|37337;2026-08-25\|11.67\|1.83\|11.30\|11.72\|11.30\|42578;2026-08-26\|11.65\|-0.17\|11.83\|11.84\|11.53\|33906;2026-08-27\|11.78\|1.12\|11.63\|11.87\|11.53\|35973;2026-08-28\|11.48\|-2.55\|11.77\|11.77\|11.47\|42917;2026-08-31\|12.18\|6.10\|11.49\|12.53\|11.48\|197628;2026-09-01\|11.99\|-1.56\|11.86\|12.47\|11.86\|167935;2026-09-02\|11.92\|-0.58\|11.89\|12.01\|11.76\|79099;2026-09-03\|12.05\|1.09\|11.94\|12.16\|11.79\|83424;2026-09-04\|11.71\|-2.82\|12.19\|12.19\|11.63\|84808;2026-09-07\|11.63\|-0.68\|11.71\|11.78\|11.55\|46252;2026-09-08\|11.69\|0.52\|11.69\|11.72\|11.52\|45429;2026-09-09\|11.55\|-1.20\|11.70\|11.83\|11.55\|53030;2026-09-10\|11.05\|-4.33\|11.38\|11.50\|11.05\|102433;2026-09-11\|10.71\|-3.08\|10.90\|10.92\|10.58\|76807;2026-09-14\|10.67\|-0.37\|10.67\|10.83\|10.61\|44770;2026-09-15\|10.61\|-0.56\|10.71\|10.82\|10.59\|39896
113988	燃气轮机产量缺口将长期存在	拟投资燃机项目+天然气发电+储能+清洁能源 1、据2026年6月11日公告，公司拟投资建设800MW级燃机项目，项目总投资额约36亿元。项目建设期约四年，主要收入为电价收入及容量电费收入，预计项目年均收入约29.3亿元，项目内部收益率IRR为7.59%。 2、据2025年年度报告，公司主营清洁能源发电，运营天然气电厂、风电及光伏项目，并加速推动网侧储能项目投运，7个电网侧储能项目纳入储备计划。 3、据2025年年度报告，公司积极拓展零碳园区、虚拟电厂等综合智慧能源服务，致力于成为清洁能源综合投资运营商。	公司拟36亿元投建800MW级燃机项目	2026-05-12\|3.37\|-1.75\|3.44\|3.45\|3.34\|305835;2026-05-13\|3.47\|2.97\|3.37\|3.54\|3.35\|624466;2026-05-14\|3.30\|-4.90\|3.49\|3.50\|3.30\|443016;2026-05-15\|3.28\|-0.61\|3.30\|3.38\|3.21\|439495;2026-05-18\|3.25\|-0.91\|3.26\|3.27\|3.20\|219344;2026-05-19\|3.40\|4.62\|3.25\|3.44\|3.22\|372107;2026-05-20\|3.30\|-2.94\|3.37\|3.40\|3.26\|257774;2026-05-21\|3.18\|-3.64\|3.30\|3.31\|3.16\|276341;2026-05-22\|3.21\|0.94\|3.18\|3.26\|3.15\|155815;2026-05-25\|3.28\|2.18\|3.20\|3.34\|3.19\|239911;2026-05-26\|3.44\|4.88\|3.28\|3.53\|3.23\|534487;2026-05-27\|3.43\|0.00\|3.40\|3.51\|3.37\|401508;2026-05-28\|3.51\|2.33\|3.43\|3.58\|3.40\|455915;2026-05-29\|3.46\|-1.42\|3.49\|3.58\|3.44\|430288;2026-06-01\|3.42\|-1.16\|3.45\|3.46\|3.35\|311056;2026-06-02\|3.41\|-0.29\|3.41\|3.44\|3.35\|254048;2026-06-03\|3.37\|-1.17\|3.42\|3.42\|3.32\|273649;2026-06-04\|3.38\|0.30\|3.35\|3.55\|3.35\|293405;2026-06-05\|3.24\|-4.14\|3.35\|3.46\|3.22\|349311;2026-06-08\|3.19\|-1.54\|3.18\|3.28\|3.16\|241067;2026-06-09\|3.16\|-0.94\|3.22\|3.22\|3.11\|185444;2026-06-10\|3.04\|-3.80\|3.16\|3.16\|3.01\|273497;2026-06-11\|3.34\|9.87\|3.34\|3.34\|3.34\|164146;2026-06-12\|3.34\|0.00\|3.64\|3.64\|3.30\|711681;2026-06-15\|3.24\|-2.99\|3.27\|3.32\|3.18\|454229;2026-06-16\|3.15\|-2.78\|3.24\|3.27\|3.15\|318316;2026-06-17\|3.11\|-1.27\|3.12\|3.16\|3.07\|218796;2026-06-18\|3.07\|-1.29\|3.12\|3.12\|3.05\|147558;2026-06-22\|3.08\|0.33\|3.07\|3.13\|2.95\|242989;2026-06-23\|3.03\|-1.62\|3.05\|3.12\|3.02\|163312;2026-06-24\|2.99\|-1.32\|3.02\|3.04\|2.97\|126803;2026-06-25\|2.93\|-2.01\|3.01\|3.08\|2.93\|169664;2026-06-26\|2.90\|-1.02\|2.93\|2.96\|2.88\|132328;2026-06-29\|3.03\|4.48\|2.90\|3.05\|2.81\|247565;2026-06-30\|2.99\|-1.32\|3.00\|3.02\|2.96\|117349;2026-07-01\|3.03\|1.34\|2.99\|3.05\|2.96\|121529;2026-07-02\|3.01\|-0.66\|3.06\|3.11\|3.00\|122541;2026-07-03\|3.00\|-0.33\|2.99\|3.04\|2.98\|124118;2026-07-06\|2.92\|-2.67\|2.99\|3.01\|2.91\|134083;2026-07-07\|2.87\|-1.71\|2.91\|2.92\|2.86\|94547;2026-07-08\|2.81\|-2.09\|2.85\|2.87\|2.81\|113454;2026-07-09\|2.83\|0.71\|2.81\|2.85\|2.74\|97580;2026-07-10\|2.86\|1.06\|2.83\|2.88\|2.77\|108896;2026-07-13\|2.76\|-3.50\|2.84\|2.86\|2.76\|102625;2026-07-14\|2.81\|1.81\|2.76\|2.82\|2.72\|85939;2026-07-15\|2.86\|1.78\|2.79\|2.88\|2.78\|113645;2026-07-16\|2.86\|0.00\|2.87\|2.89\|2.80\|103046;2026-07-17\|2.81\|-1.75\|2.85\|2.90\|2.81\|144043;2026-07-20\|2.87\|2.14\|2.80\|2.88\|2.80\|133388;2026-07-21\|2.81\|-2.09\|2.85\|2.87\|2.78\|135481;2026-07-22\|2.86\|1.78\|2.80\|2.88\|2.78\|158593;2026-07-23\|2.94\|2.80\|2.86\|2.95\|2.84\|150886;2026-07-24\|2.82\|-4.08\|2.94\|2.94\|2.81\|126997;2026-07-27\|2.90\|2.84\|2.80\|2.91\|2.80\|124301;2026-07-28\|2.87\|-1.03\|2.87\|2.92\|2.86\|78085;2026-07-29\|2.92\|1.74\|2.86\|2.94\|2.85\|121213;2026-07-30\|2.88\|-1.37\|2.91\|2.96\|2.86\|108217;2026-07-31\|2.92\|1.39\|2.89\|2.93\|2.88\|83565;2026-08-03\|2.94\|0.68\|2.93\|2.96\|2.91\|143389;2026-08-04\|2.94\|0.00\|2.97\|2.98\|2.91\|96127;2026-08-05\|2.93\|-0.34\|2.94\|2.94\|2.90\|127101;2026-08-06\|2.91\|-0.68\|2.92\|2.93\|2.86\|122474;2026-08-07\|2.95\|1.37\|2.91\|2.96\|2.86\|134577;2026-08-10\|2.97\|0.68\|2.93\|2.98\|2.93\|122645;2026-08-11\|2.95\|-0.67\|2.97\|2.98\|2.92\|81178;2026-08-12\|3.02\|2.37\|2.96\|3.03\|2.93\|165627;2026-08-13\|3.08\|1.99\|3.04\|3.15\|2.98\|232223;2026-08-14\|3.01\|-2.27\|3.06\|3.07\|2.98\|152692;2026-08-17\|2.99\|-0.66\|3.01\|3.02\|2.97\|105566;2026-08-18\|2.95\|-1.34\|2.99\|2.99\|2.93\|109347;2026-08-19\|2.87\|-2.71\|2.93\|2.95\|2.85\|135213;2026-08-20\|2.93\|2.09\|2.86\|2.94\|2.86\|115744;2026-08-21\|2.93\|0.00\|2.89\|2.95\|2.89\|83395;2026-08-24\|2.92\|-0.34\|2.96\|2.96\|2.90\|61410;2026-08-25\|2.97\|1.71\|2.92\|2.98\|2.90\|93275;2026-08-26\|2.99\|0.67\|2.97\|3.02\|2.94\|88012;2026-08-27\|2.94\|-1.67\|2.99\|3.00\|2.90\|147584;2026-08-28\|2.98\|1.36\|2.95\|2.99\|2.93\|118832;2026-08-31\|2.97\|-0.34\|3.01\|3.01\|2.92\|142848;2026-09-01\|3.01\|1.35\|2.97\|3.03\|2.96\|88276;2026-09-02\|2.99\|-0.66\|2.99\|3.00\|2.95\|91478;2026-09-03\|2.97\|-0.67\|2.99\|3.02\|2.96\|80021;2026-09-04\|2.96\|-0.34\|2.97\|3.02\|2.96\|94174;2026-09-07\|2.96\|0.00\|2.97\|2.98\|2.94\|96102;2026-09-08\|3.01\|1.69\|2.95\|3.01\|2.94\|118999;2026-09-09\|3.03\|0.66\|3.00\|3.04\|2.98\|107880;2026-09-10\|3.00\|-0.99\|3.01\|3.03\|2.98\|81463;2026-09-11\|2.94\|-2.00\|2.99\|3.00\|2.92\|143998;2026-09-14\|2.96\|0.68\|2.94\|2.98\|2.93\|91228;2026-09-15\|2.92\|-1.35\|2.95\|2.97\|2.90\|96494
113987	行业估值处于历史低位	家电+人形机器人+AI智慧家庭 1、公司的主营业务是冰箱、家用空调、中央空调、冷柜、洗衣机、厨房电器等电器产品以及汽车空调压缩机及综合热管理系统的研发、制造和营销。 2、据2025年8月20日人民网，海信与福耀科技大学共建“未来工厂与具身智能机器人联合创新中心”，推动具身智能技术在制造场景落地。 3、据2026年3月31日年报，公司打造星海模型矩阵，推出空气、美食、洗护三大AI智能体，实现“服务找人”的主动服务模式，覆盖空调、冰箱、洗衣机核心家电。	中国大型的白电产品制造企业之一，多联机中央空调行业领先，冰箱业务市占率行业第二	2026-05-12\|24.50\|-0.97\|24.70\|24.72\|24.06\|108263;2026-05-13\|24.03\|-1.92\|24.46\|24.67\|23.81\|99292;2026-05-14\|23.56\|-1.96\|24.03\|24.05\|23.50\|82119;2026-05-15\|24.46\|3.82\|23.70\|24.64\|23.59\|145643;2026-05-18\|24.06\|-1.64\|24.47\|24.66\|23.91\|96529;2026-05-19\|24.45\|1.62\|24.06\|24.66\|23.96\|100434;2026-05-20\|24.55\|0.41\|24.45\|24.78\|24.07\|84865;2026-05-21\|24.21\|-1.38\|24.63\|24.86\|24.17\|73116;2026-05-22\|24.11\|-0.41\|24.21\|24.29\|23.88\|54662;2026-05-25\|24.95\|3.48\|24.05\|25.18\|23.74\|144439;2026-05-26\|24.57\|-1.52\|24.81\|24.94\|24.42\|73403;2026-05-27\|24.54\|-0.12\|24.59\|24.89\|24.20\|68512;2026-05-28\|24.08\|-1.87\|24.55\|24.55\|23.75\|65390;2026-05-29\|24.66\|2.41\|24.25\|25.04\|23.87\|124960;2026-06-01\|25.18\|2.11\|24.28\|25.28\|23.95\|144226;2026-06-02\|26.66\|5.88\|25.90\|26.89\|25.77\|248685;2026-06-03\|26.55\|-0.41\|26.30\|27.00\|26.00\|175794;2026-06-04\|26.55\|0.00\|26.29\|27.04\|26.13\|133339;2026-06-05\|26.73\|0.68\|26.68\|27.50\|26.60\|150273;2026-06-08\|26.79\|0.22\|26.33\|27.50\|26.23\|162780;2026-06-09\|26.73\|-0.22\|26.78\|27.42\|26.36\|121914;2026-06-10\|26.64\|-0.34\|26.55\|26.94\|26.30\|85320;2026-06-11\|29.30\|9.98\|26.50\|29.30\|26.37\|323248;2026-06-12\|28.70\|-2.05\|31.16\|31.80\|28.67\|511734;2026-06-15\|28.47\|-0.80\|28.56\|28.69\|27.06\|309730;2026-06-16\|28.31\|-0.56\|28.34\|29.39\|27.39\|211556;2026-06-17\|27.88\|-1.52\|28.23\|28.35\|27.69\|150669;2026-06-18\|26.94\|-3.37\|27.50\|27.86\|26.93\|124997;2026-06-22\|26.90\|-0.15\|26.90\|27.09\|26.33\|129957;2026-06-23\|26.91\|0.04\|26.76\|27.61\|26.53\|110895;2026-06-24\|27.16\|0.93\|27.00\|27.29\|26.02\|121754;2026-06-25\|27.41\|0.92\|27.10\|27.96\|26.70\|164290;2026-06-26\|26.48\|-3.39\|27.30\|27.30\|26.20\|109158;2026-06-29\|27.90\|5.36\|27.03\|28.13\|26.48\|228225;2026-06-30\|27.32\|-2.08\|27.58\|27.97\|27.00\|137884;2026-07-01\|26.86\|-1.68\|27.32\|27.43\|25.50\|186603;2026-07-02\|26.24\|-2.31\|26.70\|27.38\|25.68\|159391;2026-07-03\|26.33\|0.34\|26.20\|27.18\|25.85\|135846;2026-07-06\|26.37\|0.15\|26.10\|26.67\|25.84\|106354;2026-07-07\|25.92\|-1.71\|26.30\|26.68\|25.80\|84194;2026-07-08\|25.38\|-2.08\|25.88\|26.13\|25.25\|88095;2026-07-09\|24.82\|-2.21\|25.24\|25.34\|24.69\|80771;2026-07-10\|24.78\|-0.16\|24.82\|25.37\|24.70\|80590;2026-07-13\|24.48\|-1.21\|24.85\|24.92\|24.32\|73731;2026-07-14\|25.45\|3.96\|24.49\|25.54\|24.43\|123022;2026-07-15\|26.25\|3.14\|25.35\|26.38\|25.08\|101281;2026-07-16\|25.68\|-2.17\|26.09\|26.58\|25.53\|72806;2026-07-17\|25.04\|-2.49\|25.65\|25.94\|25.00\|71133;2026-07-20\|25.42\|1.52\|25.04\|25.66\|24.98\|80439;2026-07-21\|26.17\|2.95\|25.39\|27.05\|25.26\|194941;2026-07-22\|25.65\|-1.99\|25.85\|26.04\|24.92\|116460;2026-07-23\|25.45\|-0.78\|25.33\|25.83\|25.10\|98012;2026-07-24\|24.44\|-3.97\|25.11\|25.13\|23.45\|284401;2026-07-27\|25.15\|2.91\|24.30\|25.36\|23.95\|141796;2026-07-28\|25.81\|2.62\|25.15\|25.95\|24.80\|122428;2026-07-29\|26.49\|2.63\|25.81\|26.79\|25.56\|149986;2026-07-30\|27.15\|2.49\|26.48\|27.32\|26.26\|149512;2026-07-31\|27.39\|0.88\|26.50\|27.40\|26.47\|134717;2026-08-03\|27.42\|0.11\|27.12\|27.80\|26.68\|140359;2026-08-04\|26.80\|-2.26\|27.42\|27.47\|26.74\|136180;2026-08-05\|27.22\|1.57\|26.80\|27.30\|26.45\|92111;2026-08-06\|26.86\|-1.32\|27.10\|27.40\|26.72\|58817;2026-08-07\|26.45\|-1.53\|27.00\|27.00\|26.35\|79830;2026-08-10\|26.80\|1.32\|26.45\|27.10\|26.13\|74212;2026-08-11\|27.25\|1.68\|26.83\|27.89\|26.66\|112355;2026-08-12\|27.69\|1.61\|27.24\|27.90\|26.70\|125775;2026-08-13\|27.38\|-1.12\|27.50\|27.85\|27.28\|111748;2026-08-14\|25.69\|-1.65\|25.99\|26.20\|25.24\|90246;2026-08-17\|25.50\|-0.74\|25.69\|25.94\|25.31\|111588;2026-08-18\|25.74\|0.94\|24.65\|25.96\|24.11\|190773;2026-08-19\|25.73\|-0.04\|25.40\|26.14\|25.32\|97852;2026-08-20\|25.63\|-0.39\|25.73\|26.05\|25.43\|59476;2026-08-21\|25.00\|-2.46\|25.59\|25.74\|24.90\|51961;2026-08-24\|24.78\|-0.88\|24.90\|25.21\|24.71\|53629;2026-08-25\|25.67\|3.59\|24.80\|25.71\|24.78\|82785;2026-08-26\|26.12\|1.75\|25.52\|26.34\|25.52\|75380;2026-08-27\|26.13\|0.04\|26.13\|26.36\|25.82\|52097;2026-08-28\|26.51\|1.45\|26.26\|26.65\|25.78\|69385;2026-08-31\|26.23\|-1.06\|26.45\|26.70\|26.18\|54824;2026-09-01\|26.68\|1.72\|26.36\|27.00\|26.18\|81234;2026-09-02\|26.45\|-0.86\|26.45\|26.80\|26.08\|53300;2026-09-03\|27.18\|2.76\|26.49\|27.70\|26.32\|99311;2026-09-04\|27.88\|2.58\|27.42\|28.01\|27.08\|108466;2026-09-07\|27.90\|0.07\|27.74\|28.03\|27.20\|111824;2026-09-08\|27.67\|-0.82\|27.80\|27.98\|27.51\|58263;2026-09-09\|27.81\|0.51\|27.60\|28.08\|27.35\|85801;2026-09-10\|28.16\|1.26\|27.78\|28.33\|27.41\|95571;2026-09-11\|29.12\|3.41\|28.02\|29.46\|27.83\|263533;2026-09-14\|28.63\|-1.68\|28.87\|29.30\|28.30\|126895;2026-09-15\|28.04\|-2.06\|28.59\|28.59\|27.88\|93204
113986	行业估值处于历史低位	间接参股宇树科技+集成厨电龙头+品牌战略升级 1、据2026年6月4日互动易，公司参股的基金杭州红杉晟恒股权投资合伙企业有限合伙通过其对外投资，间接持有宇树科技的股权，形成机器人概念关联，但上述投资仅为财务性投资，穿透后持股比例极低，不会对公司生产经营和业绩产生重大影响。 2、据2025年年度报告，公司主营集成灶、集成洗碗机等集成厨电产品，2025年核心产品集成灶实现营收64,590.82万元，占总营收的83.83%，连续多年稳居集成厨电行业营业收入首位，细分行业龙头地位稳固。 3、据2026年5月15日投资者关系活动记录表，公司2025年完成品牌战略升级，由“火星人集成灶”更名为“火星人集成厨电”，定位“集成厨电专家”，向厨电全品类延伸；2026年公司将围绕集成烹饪中心、集成净洗中心等丰富产品矩阵，并持续探索老厨房改造业务与海外市场。	国内集成灶行业知名企业；参股的北京星动纪元科技有限公司和戴盟（深圳）机器人科技有限公司，专注研发和生产真正可商用的多系列通用仿人机器人产品	2026-05-12\|10.42\|-2.71\|10.71\|10.78\|10.41\|39475;2026-05-13\|10.35\|-0.67\|10.40\|10.47\|10.32\|31483;2026-05-14\|10.19\|-1.55\|10.40\|10.45\|10.18\|45643;2026-05-15\|10.25\|0.59\|10.36\|10.42\|10.15\|38395;2026-05-18\|10.17\|-0.78\|10.17\|10.23\|9.96\|38465;2026-05-19\|10.58\|4.03\|10.15\|10.84\|10.15\|79852;2026-05-20\|10.41\|-1.61\|10.45\|10.48\|10.23\|48543;2026-05-21\|10.29\|-1.15\|10.44\|10.78\|10.23\|56597;2026-05-22\|10.03\|-2.53\|10.29\|10.39\|9.96\|65469;2026-05-25\|10.05\|0.20\|10.09\|10.28\|9.90\|54273;2026-05-26\|9.85\|-1.99\|9.93\|10.28\|9.60\|62365;2026-05-27\|9.36\|-4.97\|9.83\|9.83\|9.29\|69958;2026-05-28\|9.18\|-1.92\|9.35\|9.36\|8.93\|57575;2026-05-29\|9.08\|-1.09\|9.15\|9.35\|9.05\|51232;2026-06-01\|9.43\|3.85\|9.08\|9.49\|9.02\|48548;2026-06-02\|9.14\|-3.08\|9.42\|9.52\|9.10\|41608;2026-06-03\|8.83\|-3.39\|9.13\|9.16\|8.77\|49293;2026-06-04\|8.72\|-1.25\|8.78\|8.87\|8.62\|39473;2026-06-05\|8.91\|2.18\|8.73\|9.06\|8.60\|42640;2026-06-08\|8.77\|-1.57\|8.75\|8.97\|8.61\|46970;2026-06-09\|9.21\|5.02\|8.87\|9.65\|8.76\|102216;2026-06-10\|9.48\|2.93\|9.10\|9.93\|8.99\|121990;2026-06-11\|11.38\|20.04\|9.36\|11.38\|9.25\|246065;2026-06-12\|11.91\|4.66\|11.39\|12.06\|11.17\|367795;2026-06-15\|10.87\|-8.73\|11.70\|11.80\|10.74\|279091;2026-06-16\|10.99\|1.10\|10.84\|11.10\|10.58\|199020;2026-06-17\|11.85\|7.83\|10.71\|11.99\|10.65\|259517;2026-06-18\|12.04\|1.60\|11.70\|12.49\|11.53\|224646;2026-06-22\|11.64\|-3.32\|11.90\|12.15\|11.50\|144012;2026-06-23\|11.42\|-1.89\|11.58\|11.77\|11.41\|97113;2026-06-24\|11.43\|0.09\|11.38\|11.58\|11.16\|94787;2026-06-25\|10.98\|-3.94\|11.45\|12.08\|10.81\|180245;2026-06-26\|10.57\|-3.73\|10.77\|11.17\|10.49\|104922;2026-06-29\|11.72\|10.88\|10.53\|12.16\|10.26\|253985;2026-06-30\|12.56\|7.17\|11.65\|12.94\|11.45\|242643;2026-07-01\|12.22\|-2.71\|12.51\|12.92\|12.19\|143540;2026-07-02\|12.20\|-0.16\|12.10\|12.70\|11.97\|123951;2026-07-03\|12.45\|2.05\|12.19\|12.66\|11.97\|158624;2026-07-06\|12.53\|0.64\|12.56\|13.11\|12.45\|172862;2026-07-07\|12.61\|0.64\|12.54\|13.15\|12.45\|157904;2026-07-08\|12.13\|-3.81\|12.37\|12.67\|12.00\|107145;2026-07-09\|12.33\|1.65\|12.15\|12.42\|11.83\|96578;2026-07-10\|12.33\|0.00\|12.15\|12.75\|11.99\|109933;2026-07-13\|10.81\|-12.33\|12.16\|12.20\|10.74\|149844;2026-07-14\|10.83\|0.18\|10.70\|11.20\|10.50\|102227;2026-07-15\|10.89\|0.55\|10.75\|11.16\|10.55\|79947;2026-07-16\|10.62\|-2.48\|10.78\|10.94\|10.41\|89157;2026-07-17\|9.68\|-8.85\|10.64\|10.87\|9.63\|92549;2026-07-20\|8.95\|-7.54\|9.70\|9.93\|8.77\|112663;2026-07-21\|8.89\|-0.67\|8.96\|9.01\|8.40\|103463;2026-07-22\|8.80\|-1.01\|8.75\|8.95\|8.62\|69560;2026-07-23\|9.55\|8.52\|8.91\|9.69\|8.84\|144847;2026-07-24\|8.86\|-7.23\|9.30\|9.38\|8.82\|87909;2026-07-27\|9.58\|8.13\|8.86\|9.66\|8.60\|116669;2026-07-28\|9.57\|-0.10\|9.42\|9.85\|9.37\|62332;2026-07-29\|9.83\|2.72\|9.55\|10.12\|9.49\|79420;2026-07-30\|11.80\|20.04\|9.76\|11.80\|9.74\|196930;2026-07-31\|11.53\|-2.29\|11.98\|12.10\|11.29\|233554;2026-08-03\|11.25\|-2.43\|11.57\|11.64\|11.09\|128088;2026-08-04\|11.63\|3.38\|11.26\|11.83\|11.15\|139490;2026-08-05\|12.05\|3.61\|11.55\|12.10\|11.48\|146814;2026-08-06\|12.13\|0.66\|11.93\|12.28\|11.77\|124933;2026-08-07\|12.22\|0.74\|12.08\|12.31\|11.82\|90027;2026-08-10\|12.05\|-1.39\|12.14\|12.42\|11.80\|80474;2026-08-11\|11.70\|-2.90\|12.03\|12.04\|11.66\|69809;2026-08-12\|11.92\|1.88\|11.70\|12.01\|11.60\|85598;2026-08-13\|11.65\|-2.27\|11.96\|12.11\|11.65\|73570;2026-08-14\|11.58\|-0.60\|11.63\|11.75\|11.36\|62793;2026-08-17\|11.68\|0.86\|11.66\|11.72\|11.45\|56868;2026-08-18\|11.90\|1.88\|11.67\|12.02\|11.36\|74307;2026-08-19\|11.07\|-6.97\|11.94\|11.94\|11.05\|113832;2026-08-20\|11.12\|0.45\|11.25\|11.29\|10.95\|76661;2026-08-21\|11.15\|0.27\|11.00\|11.30\|10.88\|49512;2026-08-24\|10.86\|-2.60\|11.09\|11.19\|10.72\|58190;2026-08-25\|11.00\|1.29\|10.71\|11.11\|10.67\|50356;2026-08-26\|11.00\|0.00\|10.98\|11.14\|10.83\|40235;2026-08-27\|11.78\|7.09\|10.99\|11.80\|10.87\|130305;2026-08-28\|12.02\|2.04\|11.79\|12.25\|11.70\|119265;2026-08-31\|11.16\|-7.15\|12.09\|12.10\|11.00\|130860;2026-09-01\|11.37\|1.88\|11.12\|11.46\|11.00\|73930;2026-09-02\|11.31\|-0.53\|11.25\|11.37\|11.12\|39853;2026-09-03\|11.19\|-1.06\|11.38\|11.64\|11.00\|64318;2026-09-04\|10.99\|-1.79\|11.19\|11.30\|10.90\|64201;2026-09-07\|10.24\|-6.82\|10.80\|10.85\|9.99\|158200;2026-09-08\|10.34\|0.98\|10.24\|10.48\|10.12\|94138;2026-09-09\|10.13\|-2.03\|10.28\|10.34\|10.08\|46367;2026-09-10\|10.00\|-1.28\|10.10\|10.19\|9.96\|47203;2026-09-11\|9.80\|-2.00\|10.01\|10.01\|9.62\|52097;2026-09-14\|10.10\|3.06\|9.80\|10.16\|9.75\|79136;2026-09-15\|9.97\|-1.29\|10.02\|10.15\|9.83\|49239
113985	行业估值处于历史低位	生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	公司主营业务包括生猪养殖与销售、饲料生产与销售、种鸡与肉鸡养殖与销售等	2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503;2026-07-13\|22.96\|-4.73\|24.90\|26.38\|22.56\|457592;2026-07-14\|22.10\|-3.75\|22.93\|23.39\|21.76\|292128;2026-07-15\|21.11\|-4.48\|22.01\|22.20\|20.96\|218295;2026-07-16\|20.69\|-1.99\|20.90\|21.32\|20.57\|171489;2026-07-17\|18.62\|-10.00\|20.32\|20.81\|18.62\|220592;2026-07-20\|18.38\|-1.29\|18.80\|20.20\|17.86\|245665;2026-07-21\|20.22\|10.01\|18.38\|20.22\|17.02\|307028;2026-07-22\|19.15\|-5.29\|20.33\|20.71\|18.78\|328397;2026-07-23\|18.88\|-1.41\|18.96\|19.85\|18.46\|170816;2026-07-24\|18.04\|-4.45\|19.06\|19.12\|18.04\|120691;2026-07-27\|18.65\|3.38\|17.83\|18.65\|17.58\|126186;2026-07-28\|18.13\|-2.79\|18.32\|19.09\|17.86\|100488;2026-07-29\|18.11\|-0.11\|18.07\|18.45\|17.31\|166082;2026-07-30\|17.10\|-5.58\|17.88\|18.40\|16.35\|184161;2026-07-31\|18.81\|10.00\|17.65\|18.81\|17.60\|176577;2026-08-03\|18.02\|-4.20\|19.10\|19.69\|18.00\|272714;2026-08-04\|19.82\|9.99\|18.20\|19.82\|18.04\|144632;2026-08-05\|21.17\|6.81\|20.05\|21.40\|19.80\|357443;2026-08-06\|21.60\|2.03\|21.25\|21.96\|21.00\|191569;2026-08-07\|21.40\|-0.93\|21.43\|21.70\|21.14\|136919;2026-08-10\|21.87\|2.20\|21.87\|21.98\|20.90\|143539;2026-08-11\|21.94\|0.32\|21.72\|22.71\|21.20\|147763;2026-08-12\|24.13\|9.98\|21.90\|24.13\|21.76\|252341;2026-08-13\|23.85\|-1.16\|24.13\|24.54\|23.70\|253237;2026-08-14\|23.70\|-0.63\|23.73\|24.10\|22.59\|214854;2026-08-17\|24.19\|2.07\|23.79\|24.56\|23.05\|185522;2026-08-18\|23.61\|-2.40\|24.05\|24.88\|23.58\|217318;2026-08-19\|22.45\|-4.91\|23.13\|23.57\|22.40\|171325;2026-08-20\|22.43\|-0.09\|22.63\|23.00\|22.12\|120720;2026-08-21\|22.33\|-0.45\|22.30\|22.74\|22.13\|107985;2026-08-24\|22.10\|-1.03\|21.71\|22.20\|21.51\|118782;2026-08-25\|21.50\|-2.71\|21.88\|22.19\|21.31\|106975;2026-08-26\|22.30\|3.72\|21.50\|22.36\|21.20\|116106;2026-08-27\|22.45\|0.67\|22.19\|22.62\|22.00\|130194;2026-08-28\|22.17\|-1.25\|22.40\|23.06\|22.10\|97437;2026-08-31\|22.94\|3.47\|22.16\|23.55\|21.87\|150336;2026-09-01\|23.25\|1.35\|22.93\|24.02\|22.70\|179226;2026-09-02\|22.93\|-1.38\|23.04\|23.38\|22.70\|116380;2026-09-03\|23.06\|0.57\|22.90\|23.25\|22.61\|99343;2026-09-04\|22.31\|-3.25\|23.12\|23.35\|22.21\|118570;2026-09-07\|22.14\|-0.76\|22.22\|22.46\|21.70\|133321;2026-09-08\|21.70\|-1.99\|22.14\|22.40\|21.65\|107776;2026-09-09\|21.09\|-2.81\|21.72\|21.91\|19.65\|256628;2026-09-10\|23.20\|10.00\|20.53\|23.20\|20.46\|285032;2026-09-11\|21.82\|-5.95\|22.95\|22.97\|21.40\|281935;2026-09-14\|20.11\|-7.84\|21.76\|22.14\|19.96\|198515;2026-09-15\|20.25\|0.70\|20.12\|20.87\|19.01\|205154
113984		拟60亿元布局AIDC配电+多晶硅 1、据2026年6月4日公告，公司下属企业拟在昆山投资60亿元建设大全智慧能源系统制造基地项目，从事储能系统、固态变压器、固态断路器和固态电池等产品的研发、制造与销售。 2、据2026年6月4日公告，该项目定位为服务于智算中心AIDC的下一代供配电与智慧能源集成系统制造基地，切入AIDC配电高成长赛道。 3、据2025年年报及公司亮点，公司是国内领先的高纯多晶硅专业生产商之一，2025年多晶硅产量12.3万吨，产销率达103%。	公司拟投资60亿元建设大全智慧能源系统制造基地项目，切入服务于智算中心AIDC的下一代供配电领域，产品涵盖储能系统、固态变压器、固态断路器等，以培育新利润增长点	2026-05-12\|22.30\|-2.75\|22.80\|23.04\|22.28\|185746;2026-05-13\|23.09\|3.54\|22.20\|23.22\|22.15\|206971;2026-05-14\|22.36\|-3.16\|23.32\|23.51\|22.33\|197726;2026-05-15\|21.19\|-5.23\|22.30\|22.50\|20.79\|267407;2026-05-18\|21.38\|0.90\|21.02\|21.59\|20.71\|153207;2026-05-19\|21.22\|-0.75\|21.23\|21.54\|20.70\|131918;2026-05-20\|21.49\|1.27\|21.02\|21.96\|20.94\|198073;2026-05-21\|20.35\|-5.30\|21.73\|22.18\|20.31\|183895;2026-05-22\|20.65\|1.47\|20.44\|20.81\|20.03\|147523;2026-05-25\|19.89\|-3.68\|20.45\|20.55\|19.75\|167857;2026-05-26\|19.52\|-1.86\|19.75\|19.95\|19.20\|152658;2026-05-27\|19.48\|-0.20\|19.65\|20.37\|19.14\|185897;2026-05-28\|19.41\|-0.36\|19.29\|19.44\|18.81\|147273;2026-05-29\|19.47\|0.31\|19.40\|20.50\|18.90\|273927;2026-06-01\|19.55\|0.41\|19.45\|19.93\|19.25\|200420;2026-06-02\|18.78\|-3.94\|19.54\|19.62\|18.46\|177602;2026-06-03\|18.72\|-0.32\|18.70\|19.07\|18.45\|132219;2026-06-04\|22.46\|19.98\|19.16\|22.46\|19.15\|511966;2026-06-05\|20.41\|-9.13\|22.19\|22.38\|20.31\|536620;2026-06-08\|20.88\|2.30\|20.32\|22.66\|20.32\|471920;2026-06-09\|20.43\|-2.16\|21.11\|21.20\|20.11\|242984;2026-06-10\|20.13\|-1.47\|20.00\|20.37\|19.25\|269437;2026-06-11\|21.91\|8.84\|20.51\|22.05\|20.51\|439770;2026-06-12\|20.95\|-4.38\|22.49\|23.06\|20.78\|457385;2026-06-15\|20.92\|-0.14\|20.35\|21.37\|20.01\|349247;2026-06-16\|21.02\|0.48\|20.75\|21.30\|20.34\|295861;2026-06-17\|19.97\|-5.00\|20.63\|20.70\|19.76\|311684;2026-06-18\|19.20\|-3.86\|19.69\|20.15\|19.15\|235667;2026-06-22\|19.89\|3.59\|19.33\|20.13\|18.83\|281252;2026-06-23\|18.92\|-4.88\|19.51\|19.69\|18.80\|224304;2026-06-24\|18.00\|-4.86\|18.99\|18.99\|17.77\|236555;2026-06-25\|17.79\|-1.17\|17.96\|18.27\|17.55\|185009;2026-06-26\|17.46\|-1.85\|17.77\|18.36\|17.46\|164476;2026-06-29\|17.25\|-1.20\|17.34\|17.59\|17.07\|148126;2026-06-30\|17.43\|1.04\|17.37\|17.60\|17.22\|142433;2026-07-01\|17.98\|3.16\|17.35\|18.30\|17.15\|179730;2026-07-02\|17.49\|-2.73\|17.89\|17.93\|17.48\|175551;2026-07-03\|17.16\|-1.89\|17.53\|17.68\|17.15\|124696;2026-07-06\|16.95\|-1.22\|17.09\|17.34\|16.92\|97988;2026-07-07\|16.96\|0.06\|17.08\|17.22\|16.92\|96858;2026-07-08\|16.06\|-5.31\|17.02\|17.05\|16.04\|145333;2026-07-09\|16.20\|0.87\|16.07\|16.28\|15.67\|135974;2026-07-10\|16.52\|1.98\|16.37\|17.00\|16.30\|142216;2026-07-13\|15.54\|-5.93\|16.50\|16.50\|15.39\|135460;2026-07-14\|15.63\|0.58\|15.54\|15.74\|15.41\|92189;2026-07-15\|15.81\|1.15\|15.59\|16.11\|15.50\|86459;2026-07-16\|15.80\|-0.06\|15.96\|15.98\|15.64\|79524;2026-07-17\|15.80\|0.00\|15.85\|16.10\|15.65\|112509;2026-07-20\|16.61\|5.13\|15.73\|16.85\|15.72\|137638;2026-07-21\|16.59\|-0.12\|16.45\|16.75\|16.37\|116795;2026-07-22\|16.82\|1.39\|16.56\|16.85\|16.30\|107929;2026-07-23\|17.45\|3.75\|16.71\|17.56\|16.65\|138090;2026-07-24\|16.72\|-4.18\|17.27\|17.38\|16.72\|91325;2026-07-27\|16.97\|1.50\|16.80\|17.10\|16.65\|61509;2026-07-28\|17.17\|1.18\|16.73\|17.21\|16.72\|73830;2026-07-29\|17.64\|2.74\|17.00\|17.95\|17.00\|128959;2026-07-30\|18.32\|3.85\|17.50\|18.55\|17.46\|186863;2026-07-31\|18.13\|-1.04\|18.31\|18.60\|17.93\|142944;2026-08-03\|19.58\|8.00\|18.50\|19.86\|18.35\|262052;2026-08-04\|19.26\|-1.63\|19.46\|19.75\|19.12\|168487;2026-08-05\|19.14\|-0.62\|19.15\|19.30\|18.98\|126582;2026-08-06\|18.67\|-2.46\|19.20\|19.20\|18.52\|154836;2026-08-07\|18.97\|1.61\|19.50\|19.87\|18.82\|234516;2026-08-10\|18.81\|-0.84\|18.93\|19.18\|18.61\|140013;2026-08-11\|18.76\|-0.27\|18.70\|18.95\|18.43\|100248;2026-08-12\|19.06\|1.60\|18.68\|19.23\|18.59\|136977;2026-08-13\|18.32\|-3.88\|18.81\|18.99\|18.31\|138169;2026-08-14\|18.53\|1.15\|18.32\|18.80\|18.18\|85647;2026-08-17\|18.61\|0.43\|18.87\|19.15\|18.50\|115339;2026-08-18\|18.26\|-1.88\|18.29\|18.59\|18.17\|111313;2026-08-19\|17.82\|-2.41\|18.10\|18.25\|17.66\|121352;2026-08-20\|17.86\|0.22\|17.89\|18.04\|17.81\|62563;2026-08-21\|18.02\|0.90\|18.06\|18.45\|17.84\|96852;2026-08-24\|17.63\|-2.16\|17.72\|18.13\|17.55\|73660;2026-08-25\|17.60\|-0.17\|17.73\|17.75\|17.52\|53220;2026-08-26\|17.61\|0.06\|17.60\|17.89\|17.53\|65812;2026-08-27\|17.47\|-0.80\|17.54\|17.59\|17.21\|67118;2026-08-28\|17.45\|-0.11\|17.41\|17.56\|17.36\|51223;2026-08-31\|16.73\|-4.13\|17.28\|17.40\|16.59\|210494;2026-09-01\|17.04\|1.85\|16.66\|17.17\|16.58\|109518;2026-09-02\|16.76\|-1.64\|17.00\|17.04\|16.68\|66879;2026-09-03\|16.58\|-1.07\|16.89\|16.91\|16.42\|63301;2026-09-04\|16.76\|1.09\|16.57\|16.97\|16.57\|64500;2026-09-07\|17.09\|1.97\|16.84\|17.26\|16.71\|92765;2026-09-08\|17.08\|-0.06\|17.05\|17.38\|16.96\|66337;2026-09-09\|17.04\|-0.23\|17.06\|17.30\|16.97\|42792;2026-09-10\|16.50\|-3.17\|16.90\|16.95\|16.49\|60575;2026-09-11\|16.27\|-1.39\|16.45\|16.48\|16.08\|82440;2026-09-14\|16.48\|1.29\|16.45\|16.71\|16.12\|54024;2026-09-15\|16.35\|-0.79\|16.48\|16.59\|16.28\|39659
113983		涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	全资子公司长沙悦云树拟签订《服务器租赁协议》，金额占最近一期经审计净资产300%以上，租期5年，为重整后首个重大订单	2026-05-12\|25.92\|11.72\|23.71\|26.49\|23.70\|1410180;2026-05-13\|25.57\|-1.35\|25.16\|26.18\|24.28\|1212055;2026-05-14\|26.35\|3.05\|25.57\|26.67\|24.72\|1193169;2026-05-15\|26.00\|-1.33\|26.20\|27.75\|25.08\|1274884;2026-05-18\|26.95\|3.65\|26.01\|27.46\|25.68\|984839;2026-05-19\|27.97\|3.78\|26.75\|28.21\|26.50\|893906;2026-05-20\|28.31\|1.22\|28.03\|28.80\|27.15\|808951;2026-05-21\|27.72\|-2.08\|29.00\|29.20\|27.18\|993357;2026-05-22\|30.90\|11.47\|28.24\|30.90\|28.03\|1177016;2026-05-25\|29.59\|-4.24\|31.20\|31.56\|25.00\|1479970;2026-05-26\|26.11\|-11.76\|28.93\|29.38\|24.50\|1311939;2026-05-27\|25.53\|-2.22\|26.41\|27.41\|25.25\|790519;2026-05-28\|28.27\|10.73\|25.49\|28.99\|24.95\|961110;2026-05-29\|27.66\|-2.16\|29.01\|30.00\|27.40\|742258;2026-06-01\|26.50\|-4.19\|27.04\|27.93\|26.21\|589263;2026-06-02\|24.98\|-5.74\|27.19\|27.19\|23.00\|820024;2026-06-03\|26.45\|5.88\|24.38\|26.68\|24.29\|742632;2026-06-04\|25.91\|-2.04\|26.45\|27.76\|25.90\|604100;2026-06-05\|25.51\|-1.54\|25.56\|26.43\|24.61\|483870;2026-06-08\|23.64\|-7.33\|23.61\|24.73\|23.03\|571486;2026-06-09\|23.69\|0.21\|24.00\|24.35\|23.10\|394922;2026-06-10\|23.99\|1.27\|23.51\|24.81\|22.59\|641901;2026-06-11\|27.11\|13.01\|24.11\|27.58\|24.07\|986077;2026-06-12\|26.07\|-3.84\|27.29\|27.91\|25.87\|676280;2026-06-15\|27.13\|4.07\|26.80\|28.42\|25.77\|900433;2026-06-16\|26.15\|-3.61\|26.99\|27.01\|25.56\|625177;2026-06-17\|28.38\|8.53\|25.89\|28.40\|25.60\|853513;2026-06-18\|28.68\|1.06\|28.63\|30.00\|27.62\|810945;2026-06-22\|31.29\|9.10\|28.70\|32.00\|28.70\|860016;2026-06-23\|30.11\|-3.77\|31.00\|31.70\|29.22\|706806;2026-06-24\|31.96\|6.14\|29.50\|32.19\|28.30\|864026;2026-06-25\|29.70\|-7.07\|32.32\|32.45\|29.19\|836826;2026-06-26\|28.15\|-5.22\|29.07\|30.20\|28.00\|529874;2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890;2026-07-13\|25.30\|0.96\|25.10\|26.50\|24.80\|564904;2026-07-14\|30.36\|20.00\|25.90\|30.36\|25.66\|1306776;2026-07-15\|28.69\|-5.50\|32.00\|32.50\|27.50\|1286152;2026-07-16\|26.65\|-7.11\|27.27\|29.01\|26.16\|702238;2026-07-17\|22.37\|-16.06\|25.98\|26.64\|22.20\|854315;2026-07-20\|25.84\|15.51\|25.00\|26.84\|24.42\|1382494;2026-07-21\|26.99\|4.45\|25.70\|27.45\|23.23\|1168746;2026-07-22\|28.70\|6.34\|26.33\|29.19\|26.06\|1145437;2026-07-23\|28.05\|-2.26\|29.61\|31.88\|27.69\|1289115;2026-07-24\|25.78\|-8.09\|27.62\|27.86\|25.46\|913994;2026-07-27\|28.91\|12.14\|25.70\|28.91\|25.13\|823520;2026-07-28\|26.88\|-7.02\|27.99\|28.58\|26.75\|774192;2026-07-29\|28.50\|6.03\|26.63\|28.70\|25.86\|899883;2026-07-30\|26.10\|-8.42\|29.60\|30.20\|25.00\|1037494;2026-07-31\|27.90\|6.90\|29.58\|30.00\|27.28\|1286424;2026-08-03\|28.03\|0.47\|27.48\|29.22\|26.24\|949322;2026-08-04\|33.64\|20.01\|29.66\|33.64\|29.00\|1713377;2026-08-05\|36.97\|9.90\|34.21\|38.00\|34.21\|2172611;2026-08-06\|34.67\|-6.22\|35.19\|37.35\|33.66\|2170196;2026-08-07\|37.19\|7.27\|34.68\|38.00\|33.68\|2016539;2026-08-10\|38.39\|3.23\|37.22\|39.55\|35.83\|1658835;2026-08-11\|34.92\|-9.04\|38.15\|38.68\|34.88\|1639851;2026-08-12\|36.50\|4.52\|37.50\|38.18\|34.98\|1386322;2026-08-13\|35.35\|-3.15\|39.73\|41.00\|35.28\|1668472;2026-08-14\|38.93\|10.13\|36.23\|39.19\|34.80\|1810828;2026-08-17\|39.30\|0.95\|38.78\|40.00\|37.42\|1443154;2026-08-18\|36.47\|-7.20\|38.50\|38.62\|36.30\|1305082;2026-08-19\|32.51\|-10.86\|33.90\|35.37\|32.22\|1170284;2026-08-20\|32.92\|1.26\|32.19\|33.51\|31.19\|788991;2026-08-21\|32.30\|-1.88\|32.98\|33.15\|31.80\|605592;2026-08-24\|33.90\|4.95\|32.80\|33.98\|31.01\|921912;2026-08-25\|34.71\|2.39\|33.00\|35.50\|32.56\|931742;2026-08-26\|34.92\|0.60\|34.55\|35.40\|33.50\|741231;2026-08-27\|35.48\|1.60\|34.92\|36.00\|34.41\|728436;2026-08-28\|33.53\|-5.50\|34.85\|35.03\|33.50\|651018;2026-08-31\|34.87\|4.00\|32.60\|35.27\|32.30\|628444;2026-09-01\|33.57\|-3.73\|35.00\|35.22\|33.31\|485200;2026-09-02\|34.40\|2.47\|33.03\|35.18\|32.60\|592982;2026-09-03\|35.10\|2.03\|34.41\|35.50\|34.40\|595974;2026-09-04\|34.81\|-0.83\|35.11\|36.79\|34.78\|762637;2026-09-07\|35.91\|3.16\|35.41\|36.50\|33.99\|691338;2026-09-08\|35.54\|-1.03\|35.86\|37.19\|34.94\|774623;2026-09-09\|37.69\|6.05\|36.09\|37.98\|35.70\|942164;2026-09-10\|36.40\|-3.42\|36.95\|37.50\|36.00\|694930;2026-09-11\|37.00\|1.65\|35.29\|37.92\|34.40\|795277;2026-09-14\|36.25\|-2.03\|36.27\|37.66\|35.86\|618039;2026-09-15\|33.68\|-7.09\|35.66\|36.31\|33.18\|748496
113982		算力服务器材料+正交背板材料+有色合金+除权除息行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月28日互动易，H公司一直是我们的重要合作伙伴之一，在通讯基站、智能手机散热等多个领域都有深度的合作。公司的新材料在H公司的算力服务器有应用，包括高速连接器材料、引线框架、Socket基座及高速背板材料，一定会覆盖国产产业链。 2、据2026年5月18日互动易，公司的正交背板材料将应用于Rubin架构的算力服务器。关于下一代Rubin的散热材料，公司正在参与铜金刚石复合、3D打印、微通道等多种散热方案的研发。 3、据2025年年报，公司致力于高性能、高精度有色合金材料的研发、生产和销售，产品广泛应用于人工智能、半导体芯片、新能源汽车等领域，是全球有色合金行业引领材料研发数字化的龙头企业之一。 4、据2026年6月1日公告，公司10派0.410元分红于今日6月2日除权除息。	公司开发的高强高导高速连接器材料是目前算力服务器所用铜连接的核心材料	2026-05-12\|19.38\|0.36\|19.33\|19.90\|19.20\|166540;2026-05-13\|19.96\|2.99\|19.38\|20.20\|19.27\|167150;2026-05-14\|19.75\|-1.05\|21.26\|21.26\|19.73\|403457;2026-05-15\|20.38\|3.19\|19.70\|21.16\|19.62\|345622;2026-05-18\|19.85\|-2.60\|20.31\|20.36\|19.59\|213193;2026-05-19\|20.70\|4.28\|20.20\|20.85\|19.66\|264239;2026-05-20\|20.62\|-0.39\|20.50\|20.95\|20.30\|167197;2026-05-21\|20.05\|-2.76\|20.65\|21.22\|19.90\|259660;2026-05-22\|21.26\|6.03\|20.25\|21.58\|20.06\|371764;2026-05-25\|21.55\|1.36\|21.54\|21.99\|21.27\|250737;2026-05-26\|21.87\|1.48\|21.60\|22.45\|21.26\|298506;2026-05-27\|21.30\|-2.61\|21.72\|22.25\|21.01\|239865;2026-05-28\|20.88\|-1.97\|21.25\|21.29\|20.59\|179271;2026-05-29\|19.77\|-5.32\|21.13\|21.30\|19.63\|243492;2026-06-01\|19.60\|-0.86\|19.72\|20.24\|19.30\|204022;2026-06-02\|21.52\|10.02\|19.61\|21.52\|19.56\|282745;2026-06-03\|22.66\|5.30\|21.68\|23.24\|21.60\|568941;2026-06-04\|23.30\|2.82\|23.60\|24.45\|22.58\|864462;2026-06-05\|24.78\|6.35\|23.01\|25.51\|22.31\|797279;2026-06-08\|23.44\|-5.41\|23.81\|24.29\|23.36\|480373;2026-06-09\|23.18\|-1.11\|23.72\|23.78\|22.79\|381943;2026-06-10\|22.46\|-3.11\|22.80\|23.17\|22.02\|356886;2026-06-11\|24.71\|10.02\|23.10\|24.71\|23.00\|211832;2026-06-12\|24.41\|-1.21\|25.01\|25.58\|23.50\|683365;2026-06-15\|25.88\|6.02\|24.87\|26.09\|24.80\|569276;2026-06-16\|26.38\|1.93\|25.37\|26.64\|25.28\|431654;2026-06-17\|26.01\|-1.40\|25.88\|27.09\|25.81\|359248;2026-06-18\|25.74\|-1.04\|25.70\|26.16\|25.40\|315256;2026-06-22\|24.70\|-4.04\|26.17\|26.26\|23.84\|549839;2026-06-23\|24.70\|0.00\|26.00\|26.49\|24.50\|520694;2026-06-24\|25.08\|1.54\|24.05\|25.43\|23.50\|430095;2026-06-25\|23.90\|-4.70\|25.09\|25.49\|23.54\|466107;2026-06-26\|23.03\|-3.64\|23.70\|23.75\|22.60\|391585;2026-06-29\|21.98\|-4.56\|23.08\|23.16\|21.00\|370916;2026-06-30\|22.33\|1.59\|21.70\|22.57\|21.55\|229646;2026-07-01\|22.84\|2.28\|22.60\|23.40\|22.35\|266814;2026-07-02\|22.83\|-0.04\|22.54\|23.80\|21.86\|311390;2026-07-03\|22.68\|-0.66\|23.00\|23.80\|22.64\|254318;2026-07-06\|21.87\|-3.57\|22.49\|23.10\|21.80\|247783;2026-07-07\|20.52\|-6.17\|21.91\|22.08\|20.48\|218347;2026-07-08\|19.40\|-5.46\|20.52\|20.66\|19.40\|220319;2026-07-09\|19.32\|-0.41\|19.57\|19.86\|18.27\|245643;2026-07-10\|19.14\|-0.93\|19.76\|20.36\|19.10\|248853;2026-07-13\|18.13\|-5.28\|19.01\|19.34\|18.12\|218707;2026-07-14\|18.54\|2.26\|18.14\|18.65\|18.03\|200758;2026-07-15\|18.95\|2.21\|18.78\|19.33\|18.60\|185239;2026-07-16\|18.60\|-1.85\|19.00\|19.45\|18.45\|194072;2026-07-17\|17.17\|-7.69\|18.33\|18.53\|16.92\|278874;2026-07-20\|16.32\|-4.95\|17.59\|17.60\|15.90\|283015;2026-07-21\|17.33\|6.19\|16.42\|17.41\|15.83\|265828;2026-07-22\|17.00\|-1.90\|17.30\|17.50\|16.89\|166538;2026-07-23\|17.02\|0.12\|17.18\|17.25\|16.89\|87432;2026-07-24\|16.46\|-3.29\|16.80\|16.96\|16.41\|103666;2026-07-27\|16.96\|3.04\|16.60\|16.98\|16.50\|96563;2026-07-28\|16.33\|-3.71\|16.72\|16.82\|16.21\|134129;2026-07-29\|16.81\|2.94\|16.34\|16.84\|16.04\|157228;2026-07-30\|16.93\|0.71\|16.78\|17.27\|16.60\|163310;2026-07-31\|16.68\|-1.48\|17.34\|17.53\|16.61\|196193;2026-08-03\|17.05\|2.22\|16.68\|17.18\|16.57\|113493;2026-08-04\|17.31\|1.52\|17.12\|17.47\|16.98\|107934;2026-08-05\|17.82\|2.95\|17.22\|17.95\|17.21\|159533;2026-08-06\|17.61\|-1.18\|17.75\|17.87\|17.46\|119495;2026-08-07\|18.00\|2.21\|17.61\|18.24\|17.56\|179554;2026-08-10\|17.60\|-2.22\|18.08\|18.15\|17.36\|172444;2026-08-11\|17.49\|-0.62\|17.49\|17.72\|17.40\|92885;2026-08-12\|17.90\|2.34\|17.44\|18.10\|17.36\|130509;2026-08-13\|17.84\|-0.34\|18.05\|18.33\|17.77\|136803;2026-08-14\|18.40\|3.14\|18.12\|18.95\|18.05\|241048;2026-08-17\|19.18\|4.24\|18.36\|19.19\|18.21\|211943;2026-08-18\|18.61\|-2.97\|19.07\|19.25\|18.48\|158265;2026-08-19\|18.68\|0.38\|18.21\|18.98\|18.18\|201235;2026-08-20\|18.91\|1.23\|18.79\|19.18\|18.51\|143565;2026-08-21\|19.19\|1.48\|18.79\|19.37\|18.66\|159689;2026-08-24\|19.39\|1.04\|19.19\|19.55\|19.01\|164174;2026-08-25\|19.69\|1.55\|19.85\|20.18\|18.99\|299808;2026-08-26\|19.71\|0.10\|19.69\|20.10\|19.38\|197251;2026-08-27\|21.12\|7.15\|19.75\|21.30\|19.71\|316627;2026-08-28\|21.41\|1.37\|21.11\|22.06\|21.00\|266500;2026-08-31\|21.35\|-0.28\|20.88\|21.49\|20.88\|190264;2026-09-01\|21.52\|0.80\|21.44\|21.75\|21.11\|168722;2026-09-02\|20.95\|-2.65\|21.35\|21.40\|20.75\|180584;2026-09-03\|21.15\|0.95\|21.10\|21.32\|20.88\|122227;2026-09-04\|20.58\|-2.69\|21.36\|21.55\|20.41\|152595;2026-09-07\|20.70\|0.58\|20.62\|20.89\|20.35\|110837;2026-09-08\|20.15\|-2.66\|20.70\|20.78\|20.10\|160651;2026-09-09\|20.09\|-0.30\|20.17\|20.53\|19.93\|134361;2026-09-10\|19.90\|-0.95\|19.90\|20.18\|19.68\|93765;2026-09-11\|19.31\|-2.96\|19.70\|19.78\|18.99\|133287;2026-09-14\|19.50\|0.98\|19.05\|19.56\|18.86\|97776;2026-09-15\|19.19\|-1.59\|19.40\|19.65\|19.17\|73861
113981		铜箔+微通道冷板+固态电池+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。华西证券5月24日研报指出，在AI算力硬件爆发驱动下，RTF和HVLP等高端铜箔供不应求，行业已开启新一轮涨价潮，加工费普遍上调。公司原因： 1、据2026年5月27日投资者关系活动记录表，公司紧跟AI算力发展趋势，重点布局高纯高导无氧铜材、热管素材管、铲齿式微通道冷板组件等产品；2025年AI方向铜基材料销量从2024年3193吨提升至7326吨。 2、据2026年4月29日年报及2026年5月27日投资者关系活动记录表，公司是全球领先的铜加工企业，铜箔业务高速增长，2026年一季度甘肃海亮铜箔销量2.18万吨、同比增长155%，实现净利润1.2亿元。 3、据2026年5月27日投资者关系活动记录表，公司适配固态电池的高耐蚀性铜箔、微孔铜箔、无负极自生成式铜箔已具备量产出货能力，并获头部电池厂商认可。	公司在数据中心及AI算力领域，提供包括自研热管素材管、无氧铜材、异型铜排等在内的多种产品，此前携金刚石铜等液冷精密部件亮相上海国际数据中心产业博览会	2026-05-12\|22.90\|1.69\|22.96\|23.26\|22.05\|527154;2026-05-13\|23.03\|0.57\|22.45\|23.28\|22.17\|418516;2026-05-14\|21.71\|-5.73\|22.60\|23.20\|21.50\|522878;2026-05-15\|21.19\|-2.40\|21.61\|22.00\|20.85\|435076;2026-05-18\|21.58\|1.84\|20.73\|21.79\|19.96\|681694;2026-05-19\|20.52\|-4.91\|21.56\|21.58\|20.20\|433426;2026-05-20\|20.69\|0.83\|20.33\|20.80\|19.70\|426612;2026-05-21\|20.00\|-3.33\|20.99\|21.48\|19.92\|499033;2026-05-22\|21.42\|7.10\|20.12\|21.90\|19.61\|508672;2026-05-25\|20.98\|-2.05\|21.56\|21.86\|20.20\|502243;2026-05-26\|19.75\|-5.86\|20.81\|20.83\|19.30\|514293;2026-05-27\|19.06\|-3.49\|19.76\|20.13\|18.95\|436444;2026-05-28\|20.97\|10.02\|18.99\|20.97\|18.81\|623206;2026-05-29\|20.51\|-2.19\|21.10\|21.55\|20.15\|790894;2026-06-01\|20.06\|-2.19\|20.52\|20.78\|19.91\|408742;2026-06-02\|19.59\|-2.34\|20.19\|20.39\|19.21\|415897;2026-06-03\|20.41\|4.19\|19.61\|21.06\|19.49\|457574;2026-06-04\|19.49\|-4.51\|20.09\|20.25\|19.31\|300402;2026-06-05\|19.04\|-2.31\|19.49\|19.75\|18.88\|298879;2026-06-08\|17.90\|-5.99\|17.89\|18.39\|17.68\|417877;2026-06-09\|18.86\|5.36\|18.22\|19.27\|17.80\|367729;2026-06-10\|19.37\|2.70\|18.79\|19.56\|18.00\|449132;2026-06-11\|21.31\|10.02\|21.31\|21.31\|21.31\|268346;2026-06-12\|23.44\|10.00\|23.42\|23.44\|22.62\|1025318;2026-06-15\|24.79\|5.76\|23.00\|25.50\|22.50\|1801445;2026-06-16\|24.50\|-1.17\|24.00\|25.20\|24.00\|1087073;2026-06-17\|23.20\|-5.31\|23.97\|24.87\|23.00\|1007099;2026-06-18\|25.52\|10.00\|22.95\|25.52\|22.74\|785435;2026-06-22\|26.30\|3.06\|26.57\|26.99\|25.15\|1366945;2026-06-23\|24.40\|-7.22\|26.30\|26.46\|24.01\|961153;2026-06-24\|24.68\|1.15\|24.27\|25.13\|23.72\|683516;2026-06-25\|24.05\|-2.55\|24.33\|24.68\|23.75\|608792;2026-06-26\|22.58\|-6.11\|23.95\|24.05\|22.15\|572954;2026-06-29\|21.73\|-3.76\|22.56\|23.00\|21.10\|487782;2026-06-30\|22.85\|5.15\|21.52\|23.14\|21.21\|538864;2026-07-01\|22.05\|-3.50\|22.97\|23.40\|21.86\|445265;2026-07-02\|20.94\|-5.03\|21.48\|21.97\|20.85\|487561;2026-07-03\|21.77\|3.96\|20.95\|22.35\|20.72\|504961;2026-07-06\|20.34\|-6.57\|22.20\|22.28\|20.27\|387192;2026-07-07\|20.30\|-0.20\|20.22\|20.77\|20.07\|279064;2026-07-08\|20.41\|0.54\|20.30\|21.17\|19.76\|432289;2026-07-09\|20.08\|-1.03\|20.60\|20.60\|18.58\|612542;2026-07-10\|19.50\|-2.89\|20.08\|20.55\|19.50\|320437;2026-07-13\|18.42\|-5.54\|19.20\|19.40\|18.36\|331428;2026-07-14\|19.53\|6.03\|18.51\|19.85\|18.30\|366793;2026-07-15\|18.71\|-4.20\|19.61\|19.78\|18.55\|212581;2026-07-16\|18.51\|-1.07\|18.51\|19.20\|18.24\|312801;2026-07-17\|17.64\|-4.70\|18.39\|18.49\|17.40\|363891;2026-07-20\|16.66\|-5.56\|17.90\|18.29\|16.33\|423616;2026-07-21\|18.33\|10.02\|16.89\|18.33\|16.44\|429671;2026-07-22\|18.38\|0.27\|18.55\|19.77\|18.34\|528122;2026-07-23\|18.75\|2.01\|18.54\|19.20\|18.38\|366804;2026-07-24\|17.85\|-4.80\|18.45\|18.53\|17.62\|239094;2026-07-27\|18.07\|1.23\|17.94\|18.27\|17.58\|202799;2026-07-28\|16.79\|-7.08\|17.71\|17.86\|16.65\|263356;2026-07-29\|17.76\|5.78\|17.30\|18.08\|16.84\|414259;2026-07-30\|17.25\|-2.87\|17.45\|17.60\|16.12\|503824;2026-07-31\|18.37\|6.49\|17.78\|18.88\|17.78\|411431;2026-08-03\|18.66\|1.58\|18.22\|19.10\|18.10\|309713;2026-08-04\|19.14\|2.57\|19.00\|19.30\|18.57\|288838;2026-08-05\|19.43\|1.52\|19.10\|19.90\|18.91\|272161;2026-08-06\|19.22\|-1.08\|19.43\|19.57\|18.87\|300065;2026-08-07\|20.80\|8.22\|19.89\|20.96\|19.12\|531655;2026-08-10\|19.75\|-5.05\|20.52\|20.60\|19.42\|381740;2026-08-11\|19.19\|-2.84\|19.56\|19.71\|19.06\|230670;2026-08-12\|19.38\|0.99\|19.22\|19.60\|18.93\|172108;2026-08-13\|19.31\|-0.36\|19.60\|20.25\|19.28\|226774;2026-08-14\|19.08\|-1.19\|19.26\|19.39\|18.92\|149240;2026-08-17\|19.78\|3.67\|19.28\|19.90\|18.91\|306588;2026-08-18\|19.19\|-2.98\|19.59\|19.67\|18.80\|204266;2026-08-19\|18.37\|-4.27\|18.67\|19.05\|18.27\|161503;2026-08-20\|18.37\|0.00\|18.58\|18.79\|18.20\|140559;2026-08-21\|18.84\|2.56\|18.35\|18.94\|18.02\|161277;2026-08-24\|19.32\|2.55\|19.20\|19.43\|18.60\|222553;2026-08-25\|19.10\|-1.14\|19.13\|19.43\|18.52\|250006;2026-08-26\|19.33\|1.20\|19.24\|19.66\|19.11\|191021;2026-08-27\|20.29\|4.97\|19.28\|20.60\|19.20\|350020;2026-08-28\|19.75\|-2.66\|20.50\|20.60\|19.00\|512842;2026-08-31\|19.49\|-1.32\|19.29\|19.87\|19.01\|370248;2026-09-01\|18.70\|-4.05\|19.36\|19.49\|18.60\|239509;2026-09-02\|19.50\|4.28\|18.30\|19.60\|18.01\|336524;2026-09-03\|19.45\|-0.26\|19.65\|19.94\|19.19\|291752;2026-09-04\|18.84\|-3.14\|19.50\|19.58\|18.70\|227986;2026-09-07\|19.16\|1.70\|18.83\|19.40\|18.73\|143541;2026-09-08\|19.35\|0.99\|19.29\|19.60\|19.08\|181281;2026-09-09\|19.85\|2.58\|19.39\|19.96\|19.37\|257489;2026-09-10\|20.16\|1.56\|19.76\|20.35\|19.61\|255965;2026-09-11\|19.65\|-2.53\|19.70\|19.88\|19.11\|205749;2026-09-14\|18.78\|-4.43\|19.42\|19.62\|18.71\|227850;2026-09-15\|18.74\|-0.21\|18.62\|19.22\|18.52\|136782
113980	航天巨头Space X即将上市	涨停揭秘：商业航天加速组网叠加SpaceX史上最大IPO催化，公司液体火箭发动机推力室内壁已批量交付蓝箭等民营火箭企业，光模块芯片基座同步放量；涨停缘由：公司原因： 1、公司液体火箭发动机推力室内壁通过下游验证并用于实际发射，客户覆盖蓝箭航天、九州云箭、深蓝航天； 2、正开发钼铜、铜金刚石材料适配1.6T以上高速率光模块，客户包括环球广电、天孚通信、剑桥科技； 3、SpaceX 6月12日登陆纳斯达克，估值达1.77万亿美元，引爆全球商业航天情绪；资金逻辑：主力资金连续多日净流入，6月11日单日成交额达14.53亿元，换手率升至4.82%，机构持仓显著增持，同泰新能源A基金Q1持仓翻倍，博时、南方等科创板新材料ETF同步加仓；风险提示：市盈率TTM高达210倍，短期涨幅较大，存在估值回调压力；光模块材料尚处小批量验证阶段，量产节奏存在不确定性	1、公司液体火箭发动机推力室内壁已通过下游验证并用于实际火箭发射，主要客户覆盖蓝箭航天、九州云箭、深蓝航天等； 2、公司正开发钼铜、铜金刚石材料以适配1.6T以上高速率光模块，主要客户有环球广电、剑桥科技、天孚通信等	2026-05-12\|45.81\|-3.27\|47.00\|47.90\|45.05\|291017;2026-05-13\|46.10\|0.63\|45.59\|46.86\|45.13\|229895;2026-05-14\|42.70\|-7.38\|46.10\|46.28\|42.50\|322125;2026-05-15\|41.77\|-2.18\|42.31\|43.22\|41.00\|244808;2026-05-18\|43.08\|3.14\|41.66\|45.28\|41.66\|268218;2026-05-19\|41.29\|-4.16\|43.00\|43.00\|40.54\|235864;2026-05-20\|41.13\|-0.39\|40.95\|41.35\|39.88\|183371;2026-05-21\|39.62\|-3.67\|41.48\|41.89\|39.51\|202077;2026-05-22\|40.58\|2.42\|39.75\|40.66\|39.03\|139031;2026-05-25\|40.39\|-0.47\|40.95\|41.60\|39.52\|201502;2026-05-26\|38.59\|-4.46\|39.99\|40.00\|37.56\|200394;2026-05-27\|37.08\|-3.91\|38.91\|39.55\|36.48\|213290;2026-05-28\|37.91\|2.24\|37.08\|38.46\|36.80\|161402;2026-05-29\|34.99\|-7.70\|37.92\|38.02\|34.60\|211314;2026-06-01\|34.61\|-1.09\|35.68\|35.93\|34.60\|126425;2026-06-02\|34.72\|0.32\|35.00\|35.15\|33.64\|113172;2026-06-03\|36.60\|5.41\|34.77\|37.37\|34.72\|211941;2026-06-04\|36.19\|-1.12\|36.01\|36.49\|35.60\|130146;2026-06-05\|37.59\|3.87\|36.99\|38.39\|35.88\|254372;2026-06-08\|36.13\|-3.88\|36.36\|38.50\|35.70\|191411;2026-06-09\|39.26\|8.66\|36.30\|40.49\|36.21\|293235;2026-06-10\|36.80\|-6.27\|38.66\|38.88\|36.68\|219873;2026-06-11\|40.75\|10.73\|36.42\|40.88\|34.96\|376117;2026-06-12\|41.59\|2.06\|40.98\|43.50\|40.12\|410075;2026-06-15\|40.94\|-1.56\|40.91\|41.90\|38.96\|302022;2026-06-16\|39.75\|-2.91\|41.80\|41.98\|39.68\|277435;2026-06-17\|41.82\|5.21\|40.60\|42.65\|39.00\|335834;2026-06-18\|45.75\|9.40\|41.00\|46.28\|40.51\|484567;2026-06-22\|43.57\|-4.76\|46.16\|46.16\|42.10\|473978;2026-06-23\|43.26\|-0.71\|42.86\|44.05\|41.46\|263066;2026-06-24\|43.10\|-0.37\|42.39\|44.12\|41.10\|269323;2026-06-25\|40.32\|-6.45\|42.72\|42.98\|39.99\|305816;2026-06-26\|44.04\|9.23\|39.89\|45.44\|39.00\|528346;2026-06-29\|45.00\|2.18\|44.10\|45.31\|42.84\|331241;2026-06-30\|47.18\|4.84\|46.75\|47.49\|45.25\|410991;2026-07-01\|47.87\|1.46\|46.30\|49.36\|46.24\|344499;2026-07-02\|46.28\|-3.32\|47.00\|48.70\|46.00\|246496;2026-07-03\|48.61\|5.03\|46.41\|49.32\|46.00\|388328;2026-07-06\|42.10\|-13.39\|49.37\|50.37\|42.01\|402014;2026-07-07\|40.80\|-3.09\|41.89\|43.29\|40.35\|203235;2026-07-08\|38.29\|-6.15\|40.90\|41.44\|38.29\|214666;2026-07-09\|41.39\|8.10\|38.75\|41.41\|38.00\|197531;2026-07-10\|46.09\|11.36\|41.00\|49.50\|40.59\|539901;2026-07-13\|41.23\|-10.54\|45.72\|45.94\|39.01\|390438;2026-07-14\|36.86\|-10.60\|40.00\|41.00\|35.54\|341660;2026-07-15\|35.88\|-2.66\|36.09\|37.56\|35.59\|182162;2026-07-16\|33.51\|-6.61\|35.09\|36.18\|33.03\|179482;2026-07-17\|29.30\|-12.56\|33.35\|33.78\|29.30\|249153;2026-07-20\|26.99\|-7.88\|29.86\|30.16\|26.49\|243613;2026-07-21\|28.92\|7.31\|27.66\|29.10\|25.01\|236012;2026-07-22\|27.94\|-3.39\|28.92\|29.18\|27.56\|179900;2026-07-23\|28.06\|0.43\|27.76\|28.75\|27.76\|130342;2026-07-24\|26.45\|-5.74\|27.35\|27.81\|26.45\|133415;2026-07-27\|27.87\|5.37\|26.77\|28.00\|26.38\|136671;2026-07-28\|27.18\|-2.48\|27.21\|28.02\|26.94\|111427;2026-07-29\|27.80\|2.28\|27.47\|28.00\|26.17\|133209;2026-07-30\|26.75\|-3.78\|27.98\|28.10\|26.50\|117635;2026-07-31\|27.80\|3.93\|28.75\|28.85\|27.29\|153402;2026-08-03\|28.98\|4.24\|28.05\|29.91\|28.05\|176874;2026-08-04\|31.54\|8.83\|29.36\|31.94\|29.10\|208558;2026-08-05\|33.19\|5.23\|30.83\|33.66\|30.83\|194428;2026-08-06\|34.59\|4.22\|33.03\|34.95\|32.91\|224805;2026-08-07\|38.05\|10.00\|34.96\|38.29\|34.43\|309482;2026-08-10\|38.51\|1.21\|38.85\|38.97\|36.39\|303383;2026-08-11\|34.05\|-11.58\|34.79\|35.51\|33.50\|381779;2026-08-12\|35.96\|5.61\|33.78\|36.47\|33.45\|261681;2026-08-13\|37.17\|3.36\|36.80\|37.88\|36.50\|266448;2026-08-14\|38.09\|2.48\|37.17\|38.15\|36.95\|190184;2026-08-17\|39.99\|4.99\|38.54\|39.99\|38.38\|232800;2026-08-18\|40.00\|0.03\|39.79\|40.52\|38.88\|297659;2026-08-19\|36.56\|-8.60\|41.65\|42.88\|36.52\|484760;2026-08-20\|33.10\|-9.46\|35.50\|36.00\|33.00\|361009;2026-08-21\|34.16\|3.20\|33.14\|35.10\|33.14\|230659;2026-08-24\|31.92\|-6.56\|33.60\|33.82\|31.47\|216544;2026-08-25\|32.40\|1.50\|31.33\|32.68\|31.23\|131128;2026-08-26\|32.19\|-0.65\|32.58\|32.99\|31.99\|116116;2026-08-27\|32.92\|2.27\|32.01\|33.25\|31.82\|122970;2026-08-28\|32.17\|-2.28\|32.80\|33.20\|32.10\|113044;2026-08-31\|33.00\|2.58\|31.31\|33.05\|31.22\|111664;2026-09-01\|32.04\|-2.91\|32.93\|32.95\|31.79\|98726;2026-09-02\|31.51\|-1.65\|31.60\|32.10\|31.28\|79689;2026-09-03\|31.38\|-0.41\|31.80\|31.98\|31.00\|77558;2026-09-04\|30.66\|-2.29\|31.87\|32.17\|30.37\|116653;2026-09-07\|32.48\|5.94\|30.59\|32.65\|30.41\|167443;2026-09-08\|31.50\|-3.02\|32.50\|32.58\|31.40\|122314;2026-09-09\|31.44\|-0.19\|31.55\|32.05\|31.21\|83878;2026-09-10\|31.33\|-0.35\|31.19\|31.76\|30.77\|76257;2026-09-11\|30.79\|-1.72\|31.00\|31.31\|30.00\|103506;2026-09-14\|30.64\|-0.49\|30.20\|30.74\|29.91\|72396;2026-09-15\|30.95\|1.01\|30.56\|31.26\|30.55\|71576
113979	航天巨头Space X即将上市	涨停揭秘：SpaceX IPO引爆商业航天行情，公司星载红外探测器及导航接收机系统深度配套微纳星空等商业卫星厂商，订单进入密集交付期；涨停缘由：公司原因： 1、公司线列型T2SL星载红外探测器已适配商业卫星光学载荷； 2、卫星导航接收机系统服务航天场景； 3、与微纳星空等商业航天企业合作供应星载红外机芯； 4、国内千帆、国网星座2026年计划发射超千颗卫星，上游配套需求爆发；资金逻辑：游资主导拉升，6月11日龙虎榜显示多家一线游资席位合计买入超亿元，叠加北向资金连续三日增持，板块内福光股份20CM涨停带动航天材料链共振；风险提示：公司营收规模较小，2025年年报尚未披露，业绩兑现能力待验证；红外探测器业务占比高，单一技术路线存在迭代风险	公司自主研制的线列型 T2SL 星载红外探测器适配商业卫星光学载荷，卫星导航接收机系统服务航天场景，还与微纳星空等商业航天企业合作供应星载红外机芯，是商业航天上游红外光电与导航配套核心供应商	2026-05-12\|65.65\|-2.55\|67.29\|67.37\|65.00\|54518;2026-05-13\|66.70\|1.60\|65.65\|67.09\|65.51\|31231;2026-05-14\|64.24\|-3.69\|67.20\|67.20\|64.11\|31309;2026-05-15\|63.87\|-0.58\|63.99\|65.87\|63.00\|34625;2026-05-18\|65.33\|2.29\|63.88\|66.08\|63.29\|30258;2026-05-19\|65.75\|0.64\|65.16\|66.08\|64.25\|25432;2026-05-20\|65.14\|-0.93\|65.00\|65.74\|63.80\|27016;2026-05-21\|63.38\|-2.70\|65.00\|67.27\|63.38\|30833;2026-05-22\|63.38\|0.00\|63.69\|64.26\|62.58\|27281;2026-05-25\|62.68\|-1.10\|64.00\|64.26\|61.60\|33374;2026-05-26\|60.78\|-3.03\|62.93\|63.35\|60.28\|28530;2026-05-27\|63.00\|3.65\|61.30\|64.12\|60.57\|58932;2026-05-28\|62.67\|-0.52\|62.54\|64.45\|60.40\|51095;2026-05-29\|60.20\|-3.94\|62.68\|64.56\|59.86\|56447;2026-06-01\|59.75\|-0.75\|60.20\|62.84\|59.74\|39894;2026-06-02\|59.23\|-0.87\|60.36\|60.62\|57.57\|27660;2026-06-03\|59.15\|-0.14\|59.00\|61.44\|58.55\|28263;2026-06-04\|57.55\|-2.71\|58.66\|60.20\|57.24\|32293;2026-06-05\|57.90\|0.61\|58.18\|59.02\|56.80\|30490;2026-06-08\|53.95\|-6.82\|56.75\|57.50\|53.26\|38145;2026-06-09\|54.34\|0.72\|54.00\|54.55\|53.23\|31937;2026-06-10\|57.43\|5.69\|54.10\|57.84\|54.00\|58462;2026-06-11\|64.83\|12.89\|57.51\|65.90\|56.40\|110260;2026-06-12\|67.56\|4.21\|66.28\|70.53\|64.35\|118031;2026-06-15\|69.57\|2.98\|67.03\|69.57\|66.60\|73152;2026-06-16\|71.50\|2.77\|69.01\|72.95\|68.02\|69342;2026-06-17\|70.30\|-1.68\|70.96\|72.55\|69.14\|55423;2026-06-18\|70.16\|-0.20\|70.30\|72.27\|69.52\|44329;2026-06-22\|68.04\|-3.02\|70.30\|71.13\|67.79\|48887;2026-06-23\|68.36\|0.47\|67.81\|69.51\|66.75\|43025;2026-06-24\|67.11\|-1.83\|68.64\|68.65\|66.24\|37995;2026-06-25\|66.50\|-0.91\|67.10\|67.10\|64.30\|43184;2026-06-26\|65.49\|-1.52\|66.39\|67.40\|63.54\|38874;2026-06-29\|63.30\|-3.34\|65.61\|66.41\|61.00\|59951;2026-06-30\|65.18\|2.97\|63.10\|65.70\|62.00\|37820;2026-07-01\|64.68\|-0.77\|65.18\|66.66\|63.72\|41632;2026-07-02\|61.17\|-5.43\|64.51\|64.51\|60.99\|37610;2026-07-03\|60.35\|-1.34\|61.17\|62.07\|60.28\|34228;2026-07-06\|59.00\|-2.24\|60.86\|63.08\|58.90\|45874;2026-07-07\|58.65\|-0.59\|59.43\|60.60\|58.32\|30458;2026-07-08\|61.83\|5.42\|58.66\|62.45\|57.03\|52423;2026-07-09\|67.20\|8.69\|62.13\|67.80\|59.30\|110084;2026-07-10\|67.51\|0.46\|66.71\|70.58\|65.90\|94535;2026-07-13\|62.62\|-7.24\|67.48\|67.87\|62.20\|70786;2026-07-14\|60.99\|-2.43\|62.64\|63.33\|59.00\|46527;2026-07-15\|60.75\|-0.39\|60.39\|64.35\|59.70\|38264;2026-07-16\|62.02\|2.09\|60.20\|64.30\|58.61\|56890;2026-07-17\|59.12\|-4.68\|61.28\|63.44\|58.89\|58264;2026-07-20\|58.59\|-0.90\|59.88\|61.58\|57.50\|56389;2026-07-21\|62.70\|7.01\|62.00\|64.55\|59.03\|70986;2026-07-22\|62.99\|0.46\|62.24\|64.81\|61.56\|58982;2026-07-23\|62.66\|-0.52\|62.67\|63.98\|62.02\|33776;2026-07-24\|62.27\|-0.62\|61.48\|65.30\|59.80\|42030;2026-07-27\|64.82\|4.10\|61.10\|65.87\|60.92\|61612;2026-07-28\|63.75\|-1.65\|63.66\|65.02\|62.38\|48975;2026-07-29\|62.83\|-1.44\|64.00\|65.30\|54.52\|119289;2026-07-30\|54.25\|-13.66\|60.96\|61.96\|54.01\|72057;2026-07-31\|56.10\|3.41\|56.85\|57.96\|55.86\|45668;2026-08-03\|56.50\|0.71\|56.00\|58.25\|55.00\|36236;2026-08-04\|55.84\|-1.17\|56.66\|56.86\|55.37\|39365;2026-08-05\|58.37\|4.53\|55.51\|59.50\|55.33\|51630;2026-08-06\|60.17\|3.08\|57.99\|61.13\|57.20\|52869;2026-08-07\|67.20\|11.68\|60.50\|67.50\|60.21\|91161;2026-08-10\|68.00\|1.19\|67.11\|68.78\|65.71\|55129;2026-08-11\|64.60\|-5.00\|67.58\|68.63\|64.20\|48733;2026-08-12\|66.66\|3.19\|64.21\|67.09\|63.85\|42819;2026-08-13\|67.36\|1.05\|66.64\|68.77\|65.70\|46163;2026-08-14\|68.46\|1.63\|67.50\|70.18\|67.50\|39676;2026-08-17\|69.13\|0.98\|68.44\|69.49\|67.08\|31657;2026-08-18\|70.45\|1.91\|68.80\|71.47\|68.68\|34366;2026-08-19\|66.38\|-5.78\|69.99\|70.25\|65.83\|42965;2026-08-20\|65.86\|-0.78\|66.60\|67.45\|65.58\|26251;2026-08-21\|65.52\|-0.52\|65.70\|67.12\|63.80\|26114;2026-08-24\|64.91\|-0.93\|65.25\|66.28\|63.67\|26349;2026-08-25\|64.39\|-0.80\|64.87\|65.38\|62.93\|19554;2026-08-26\|64.20\|-0.30\|64.58\|64.79\|63.47\|19796;2026-08-27\|65.78\|2.46\|64.56\|66.02\|64.00\|31100;2026-08-28\|63.61\|-3.30\|66.39\|68.20\|63.37\|46817;2026-08-31\|67.56\|6.21\|63.00\|67.90\|62.02\|54103;2026-09-01\|67.13\|-0.64\|67.50\|68.14\|65.89\|31740;2026-09-02\|67.96\|1.24\|66.85\|68.80\|65.67\|42435;2026-09-03\|68.36\|0.59\|68.78\|69.38\|67.76\|37540;2026-09-04\|64.55\|-5.57\|68.81\|69.60\|63.68\|65413;2026-09-07\|69.59\|7.81\|64.55\|70.70\|64.07\|73617;2026-09-08\|72.31\|3.91\|69.84\|73.27\|68.60\|70926;2026-09-09\|73.88\|2.17\|72.37\|75.00\|71.51\|54451;2026-09-10\|73.39\|-0.66\|73.28\|73.89\|71.83\|41956;2026-09-11\|71.52\|-2.55\|72.87\|73.00\|70.47\|36705;2026-09-14\|70.97\|-0.77\|72.33\|72.35\|70.66\|24573;2026-09-15\|69.45\|-2.14\|71.00\|71.67\|69.35\|26291
113978	航天巨头Space X即将上市	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	公司表示生产的锗可用于卫星太阳翼	2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.78\|0.35\|228.99\|237.49\|220.60\|106994;2026-09-10\|211.69\|-4.12\|219.13\|219.13\|209.80\|81060;2026-09-11\|206.12\|-2.63\|209.11\|210.87\|198.88\|89395;2026-09-14\|203.62\|-1.21\|204.08\|211.00\|197.01\|68445;2026-09-15\|198.57\|-2.48\|204.59\|205.35\|198.00\|68554
113977	航天巨头Space X即将上市	成飞概念+航空精密零部件+拟定增 1、据2026年5月15日互动易，公司控股子公司成都迈特航空制造有限公司具备完备的军工资质体系，是中航工业旗下成飞、沈飞等主机厂的供应商，其航空零部件制造能力与公司精密加工能力存在较大协同性。 2、据2026年4月24日年报，公司主营精密机械零部件业务，产品包括活塞、轴承、气缸、曲轴等，主要应用于空调压缩机、冰箱压缩机及汽车零部件领域，客户涵盖美的集团、格力电器等。 3、据2026年6月23日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过2亿元，用于顺德精密智造华南总部基地建设项目及压缩机核心零部件精密制造产线建设项目等。	1、公司已完成收购成都迈特航空51%股权，迈特航空为中航工业旗下成飞、沈飞等主机厂供应商，正式切入航空精密零部件领域； 2、公司主营精密机械零部件业务，正在建设年产3万吨空调压缩机零部件、汽车零部件、机器人零部件、光刻机零部件铸件项目	2026-05-12\|41.71\|0.26\|41.81\|42.23\|40.87\|31173;2026-05-13\|42.17\|1.10\|42.40\|42.96\|41.00\|35658;2026-05-14\|42.57\|0.95\|42.16\|43.68\|41.81\|27178;2026-05-15\|43.36\|1.86\|42.30\|43.50\|41.71\|30688;2026-05-18\|43.13\|-0.53\|42.76\|43.19\|40.85\|38666;2026-05-19\|41.56\|-3.64\|43.28\|47.20\|40.25\|46005;2026-05-20\|42.18\|1.49\|41.36\|42.43\|40.95\|25754;2026-05-21\|40.70\|-3.51\|42.18\|42.86\|40.70\|22289;2026-05-22\|42.90\|5.41\|40.74\|43.81\|40.74\|34958;2026-05-25\|43.38\|1.12\|42.90\|44.35\|42.40\|28010;2026-05-26\|43.92\|1.24\|43.09\|44.42\|42.35\|26814;2026-05-27\|42.21\|-3.89\|43.75\|46.49\|41.22\|48064;2026-05-28\|41.88\|-0.78\|42.21\|43.94\|41.80\|25302;2026-05-29\|40.55\|-3.18\|41.86\|41.86\|40.26\|20928;2026-06-01\|40.75\|0.49\|40.00\|42.50\|39.51\|24273;2026-06-02\|41.47\|1.77\|40.91\|42.15\|39.52\|26059;2026-06-03\|41.35\|-0.29\|41.72\|41.98\|40.73\|11286;2026-06-04\|39.47\|-4.55\|41.22\|41.45\|39.32\|24902;2026-06-05\|39.00\|-1.19\|39.56\|40.46\|38.75\|17565;2026-06-08\|38.09\|-2.33\|39.29\|40.50\|37.05\|27986;2026-06-09\|38.80\|1.86\|38.58\|38.80\|37.16\|18617;2026-06-10\|38.02\|-2.01\|38.70\|38.98\|36.95\|22420;2026-06-11\|41.82\|9.99\|37.88\|41.82\|37.88\|39099;2026-06-12\|40.81\|-2.42\|42.50\|43.35\|39.85\|39191;2026-06-15\|42.66\|4.53\|41.12\|42.66\|40.01\|31452;2026-06-16\|41.47\|-2.79\|42.00\|42.01\|40.00\|33648;2026-06-17\|41.74\|0.65\|41.47\|42.20\|40.83\|20987;2026-06-18\|41.40\|-0.81\|41.75\|43.37\|40.92\|24492;2026-06-22\|38.59\|-6.79\|41.07\|41.07\|38.10\|34691;2026-06-23\|40.15\|4.04\|38.60\|40.93\|38.60\|31653;2026-06-24\|41.92\|4.41\|40.03\|43.44\|39.11\|33779;2026-06-25\|40.65\|-3.03\|42.02\|43.35\|40.16\|25238;2026-06-26\|39.95\|-1.72\|40.20\|40.90\|39.10\|23267;2026-06-29\|35.96\|-9.99\|40.01\|40.49\|35.96\|36413;2026-06-30\|35.42\|-1.50\|35.70\|36.80\|34.90\|31556;2026-07-01\|36.14\|2.03\|35.46\|37.65\|33.79\|36510;2026-07-02\|35.82\|-0.89\|35.46\|37.90\|35.14\|25158;2026-07-03\|39.40\|9.99\|35.81\|39.40\|35.60\|26713;2026-07-06\|40.30\|2.28\|41.01\|42.87\|39.71\|44889;2026-07-07\|28.47\|-0.63\|29.29\|29.80\|28.20\|53945;2026-07-08\|25.93\|-8.92\|28.18\|28.79\|25.90\|49683;2026-07-09\|25.38\|-2.12\|26.57\|26.95\|24.70\|31483;2026-07-10\|25.60\|0.87\|25.78\|26.70\|24.99\|32337;2026-07-13\|23.04\|-10.00\|25.60\|25.66\|23.04\|24053;2026-07-14\|21.19\|-8.03\|21.90\|22.50\|20.92\|69854;2026-07-15\|21.44\|1.18\|21.48\|22.72\|21.11\|43903;2026-07-16\|21.13\|-1.45\|21.56\|21.98\|20.62\|32865;2026-07-17\|19.44\|-8.00\|20.92\|21.36\|19.20\|35251;2026-07-20\|17.50\|-9.98\|19.64\|20.40\|17.50\|35229;2026-07-21\|18.49\|5.66\|17.36\|18.53\|15.75\|55946;2026-07-22\|18.17\|-1.73\|18.49\|19.00\|17.99\|37171;2026-07-23\|18.41\|1.32\|18.18\|18.86\|18.01\|25004;2026-07-24\|18.11\|-1.63\|18.34\|18.60\|17.82\|24280;2026-07-27\|18.18\|0.39\|18.05\|18.49\|17.83\|34831;2026-07-28\|17.72\|-2.53\|18.05\|19.19\|17.63\|32054;2026-07-29\|17.25\|-2.65\|17.70\|17.90\|16.70\|30050;2026-07-30\|16.23\|-5.91\|17.37\|17.49\|16.23\|31040;2026-07-31\|17.19\|5.92\|16.57\|17.66\|16.56\|39580;2026-08-03\|17.91\|4.19\|17.56\|17.97\|17.17\|30966;2026-08-04\|19.15\|6.92\|17.94\|19.50\|17.75\|32573;2026-08-05\|19.62\|2.45\|19.10\|19.76\|18.78\|32325;2026-08-06\|19.50\|-0.61\|19.43\|19.86\|19.08\|29497;2026-08-07\|19.55\|0.26\|19.56\|19.80\|18.88\|27534;2026-08-10\|19.54\|-0.05\|19.45\|19.81\|19.10\|24415;2026-08-11\|19.35\|-0.97\|19.31\|19.55\|18.84\|20794;2026-08-12\|19.55\|1.03\|19.35\|19.74\|19.26\|19748;2026-08-13\|19.81\|1.33\|19.66\|20.90\|19.42\|52655;2026-08-14\|20.44\|3.18\|19.81\|20.71\|19.60\|34765;2026-08-17\|20.25\|-0.93\|20.60\|20.62\|19.61\|40649;2026-08-18\|20.62\|1.83\|20.25\|20.72\|19.92\|32745;2026-08-19\|19.71\|-4.41\|20.30\|20.89\|19.60\|31490;2026-08-20\|20.12\|2.08\|19.93\|20.33\|19.60\|20282;2026-08-21\|20.38\|1.29\|20.04\|20.56\|19.67\|21980;2026-08-24\|22.42\|10.01\|20.38\|22.42\|20.38\|58695;2026-08-25\|22.32\|-0.45\|23.39\|24.66\|22.13\|138839;2026-08-26\|24.55\|9.99\|22.09\|24.55\|22.08\|143236;2026-08-27\|25.95\|5.70\|23.71\|26.80\|23.05\|159913;2026-08-28\|25.81\|-0.54\|25.85\|26.46\|24.88\|101354;2026-08-31\|25.92\|0.43\|25.48\|26.30\|25.20\|67727;2026-09-01\|26.39\|1.81\|25.83\|26.99\|25.83\|55265;2026-09-02\|25.73\|-2.50\|26.31\|26.31\|25.52\|38021;2026-09-03\|25.30\|-1.67\|25.83\|26.39\|25.11\|49115;2026-09-04\|24.76\|-2.13\|25.80\|25.80\|24.45\|38678;2026-09-07\|26.02\|5.09\|24.81\|26.22\|24.60\|39807;2026-09-08\|25.65\|-1.42\|25.89\|26.20\|25.48\|25576;2026-09-09\|25.25\|-1.56\|25.51\|26.16\|25.09\|34319;2026-09-10\|25.08\|-0.67\|25.12\|25.73\|24.77\|30448;2026-09-11\|24.28\|-3.19\|25.08\|25.08\|23.72\|27764;2026-09-14\|24.05\|-0.95\|24.44\|24.44\|23.59\|24171;2026-09-15\|24.07\|0.08\|24.04\|24.66\|23.59\|22071
113976	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|57892;2026-09-09\|142.05\|0.49\|147.78\|148.00\|139.72\|48047;2026-09-10\|145.01\|2.08\|139.00\|153.80\|137.00\|61936;2026-09-11\|153.00\|5.51\|141.73\|153.50\|135.00\|69176;2026-09-14\|146.60\|-4.18\|145.01\|150.90\|140.23\|56735;2026-09-15\|159.00\|8.46\|148.79\|169.98\|148.79\|70993
113975	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力PCB+券商首次覆盖买入行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878;2026-07-13\|79.65\|-5.75\|88.01\|92.00\|78.93\|262537;2026-07-14\|84.88\|6.57\|80.80\|85.21\|77.20\|232804;2026-07-15\|80.08\|-5.66\|85.88\|88.88\|78.58\|185582;2026-07-16\|75.84\|-5.29\|78.67\|81.98\|74.68\|171787;2026-07-17\|63.44\|-16.35\|75.50\|75.84\|60.80\|417750;2026-07-20\|66.00\|4.04\|65.22\|69.78\|64.33\|432883;2026-07-21\|68.22\|3.36\|67.65\|68.94\|54.00\|396098;2026-07-22\|64.98\|-4.75\|67.84\|72.27\|64.13\|249373;2026-07-23\|63.23\|-2.69\|65.98\|67.88\|61.99\|199115;2026-07-24\|60.78\|-3.87\|62.14\|65.13\|59.90\|167235;2026-07-27\|62.97\|3.60\|60.82\|63.00\|55.88\|206724;2026-07-28\|57.68\|-8.40\|62.22\|64.00\|56.86\|189852;2026-07-29\|53.86\|-6.62\|57.12\|57.40\|49.88\|319965;2026-07-30\|45.27\|-15.95\|53.50\|53.86\|45.00\|333062;2026-07-31\|46.78\|3.34\|51.00\|51.25\|46.64\|379690;2026-08-03\|43.96\|-6.03\|46.17\|48.20\|43.17\|247517;2026-08-04\|46.86\|6.60\|44.41\|47.64\|43.68\|256567;2026-08-05\|53.60\|14.38\|45.01\|54.66\|45.01\|332614;2026-08-06\|64.32\|20.00\|53.24\|64.32\|52.30\|428958;2026-08-07\|72.33\|12.45\|67.40\|72.68\|66.00\|611864;2026-08-10\|69.98\|-3.25\|72.32\|74.74\|66.60\|525332;2026-08-11\|75.30\|7.60\|69.64\|76.80\|67.51\|467724;2026-08-12\|80.29\|6.63\|77.01\|82.00\|74.00\|391328;2026-08-13\|77.40\|-3.60\|80.50\|81.18\|77.00\|323770;2026-08-14\|79.90\|3.23\|78.22\|80.18\|76.56\|258936;2026-08-17\|84.43\|5.67\|79.82\|84.44\|79.00\|289474;2026-08-18\|84.32\|-0.13\|85.01\|85.46\|82.00\|230846;2026-08-19\|73.01\|-13.41\|80.80\|82.20\|72.00\|369204;2026-08-20\|78.82\|7.96\|77.00\|81.30\|73.37\|341525;2026-08-21\|78.62\|-0.25\|77.42\|79.98\|75.00\|232209;2026-08-24\|77.80\|-1.04\|78.50\|79.46\|74.17\|198998;2026-08-25\|78.95\|1.48\|77.52\|79.30\|74.03\|239633;2026-08-26\|79.57\|0.79\|80.00\|82.00\|75.00\|251490;2026-08-27\|90.72\|14.01\|81.50\|90.80\|79.80\|335267;2026-08-28\|92.33\|1.77\|89.11\|96.63\|89.11\|323557;2026-08-31\|93.18\|0.92\|90.51\|96.09\|89.95\|256121;2026-09-01\|89.50\|-3.95\|93.80\|93.88\|89.00\|215406;2026-09-02\|88.12\|-1.54\|88.09\|91.49\|86.83\|200836;2026-09-03\|91.18\|3.47\|90.99\|92.41\|88.00\|236109;2026-09-04\|86.00\|-5.68\|91.58\|93.99\|85.00\|270009;2026-09-07\|89.16\|3.67\|87.60\|90.88\|86.10\|226606;2026-09-08\|88.06\|-1.23\|90.94\|91.88\|86.95\|209269;2026-09-09\|86.63\|-1.62\|89.00\|89.99\|86.00\|175856;2026-09-10\|88.16\|1.77\|86.00\|92.66\|84.00\|251979;2026-09-11\|90.25\|2.37\|85.01\|90.62\|80.26\|301514;2026-09-14\|108.30\|20.00\|89.00\|108.30\|87.50\|349031;2026-09-15\|109.42\|1.03\|111.02\|112.80\|108.00\|325686
113974	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：建滔积层板发布涨价函催化PCB上游材料涨价预期，公司HVLP5铜箔正处客户验证阶段，属高频高速PCB关键材料；涨停缘由：PCB行业景气度回升叠加原材料涨价预期强化，HVLP铜箔为AI服务器、高速通信设备必备材料，验证进展引发补涨预期；资金逻辑：小市值+高弹性特征显著，近期资金聚焦PCB板块轮动，主力净流入明显，机构持仓低位，易获游资接力；风险提示：HVLP5铜箔尚未形成收入，验证周期及结果存在不确定性，板块内部分化加剧，需警惕高位滞涨个股回调压力	公司HVLP5铜箔目前正在客户验证测试中，目前尚未形成收入	2026-05-12\|75.98\|3.57\|73.03\|78.99\|73.03\|136475;2026-05-13\|80.68\|6.19\|74.00\|84.20\|73.00\|185209;2026-05-14\|74.02\|-8.25\|80.35\|81.40\|74.02\|146664;2026-05-15\|72.07\|-2.63\|75.14\|75.99\|71.02\|127076;2026-05-18\|73.82\|2.43\|71.69\|76.00\|70.30\|102224;2026-05-19\|72.14\|-2.28\|73.45\|74.39\|70.01\|86150;2026-05-20\|73.45\|1.82\|70.80\|74.57\|69.59\|110365;2026-05-21\|70.35\|-4.22\|73.90\|76.20\|70.00\|99347;2026-05-22\|77.52\|10.19\|70.85\|80.66\|70.85\|138748;2026-05-25\|84.60\|9.13\|81.45\|85.29\|79.20\|146478;2026-05-26\|82.42\|-2.58\|82.51\|84.03\|78.55\|126452;2026-05-27\|82.20\|-0.27\|82.68\|88.82\|81.61\|156739;2026-05-28\|90.88\|10.56\|82.85\|92.87\|82.85\|174246;2026-05-29\|87.35\|-3.88\|90.00\|91.98\|85.00\|167709;2026-06-01\|80.20\|-8.19\|87.35\|89.35\|80.05\|138566;2026-06-02\|82.00\|2.24\|80.11\|84.60\|77.10\|128944;2026-06-03\|84.12\|2.59\|80.44\|88.71\|80.42\|127673;2026-06-04\|82.17\|-2.32\|82.83\|83.83\|80.13\|98456;2026-06-05\|82.00\|-0.21\|80.60\|85.88\|79.11\|105233;2026-06-08\|77.78\|-5.03\|75.03\|81.44\|74.66\|116852;2026-06-09\|81.26\|4.47\|79.00\|81.70\|78.03\|100235;2026-06-10\|80.26\|-1.23\|79.01\|82.98\|78.14\|95678;2026-06-11\|93.30\|16.25\|79.00\|94.68\|78.08\|215836;2026-06-12\|92.99\|-0.33\|92.82\|99.89\|89.60\|197645;2026-06-15\|97.24\|4.57\|96.00\|100.62\|94.02\|184762;2026-06-16\|109.21\|12.31\|98.50\|113.00\|98.33\|206878;2026-06-17\|103.00\|-5.69\|106.02\|110.50\|101.76\|192630;2026-06-18\|103.17\|0.17\|101.00\|105.19\|99.88\|146582;2026-06-22\|98.90\|-4.14\|103.10\|104.00\|96.67\|151766;2026-06-23\|95.08\|-3.86\|101.00\|101.60\|94.00\|111651;2026-06-24\|99.31\|4.45\|95.45\|100.38\|94.00\|122827;2026-06-25\|99.87\|0.56\|98.79\|102.60\|97.44\|124773;2026-06-26\|93.98\|-5.90\|97.58\|97.58\|91.09\|121068;2026-06-29\|84.64\|-9.94\|93.20\|94.33\|82.30\|142447;2026-06-30\|86.79\|2.54\|84.95\|89.00\|83.10\|93696;2026-07-01\|83.98\|-3.24\|87.83\|89.70\|83.56\|93145;2026-07-02\|78.61\|-6.39\|81.78\|83.60\|78.20\|96060;2026-07-03\|77.80\|-1.03\|78.60\|81.35\|76.09\|85554;2026-07-06\|72.86\|-6.35\|78.96\|80.47\|72.07\|90949;2026-07-07\|69.76\|-4.25\|73.00\|74.00\|68.75\|70135;2026-07-08\|66.13\|-5.20\|69.76\|70.36\|66.00\|61611;2026-07-09\|69.82\|5.58\|68.07\|69.99\|64.00\|77787;2026-07-10\|67.08\|-3.92\|70.14\|71.86\|67.04\|76912;2026-07-13\|60.80\|-9.36\|67.00\|67.10\|60.44\|76445;2026-07-14\|65.00\|6.91\|61.45\|65.64\|60.79\|72152;2026-07-15\|63.07\|-2.97\|66.01\|69.40\|62.56\|66784;2026-07-16\|60.92\|-3.41\|62.10\|64.90\|60.12\|77766;2026-07-17\|54.52\|-10.51\|61.00\|61.06\|54.01\|91322;2026-07-20\|46.02\|-15.59\|55.50\|57.00\|44.00\|144612;2026-07-21\|50.00\|8.65\|46.84\|50.18\|40.50\|136452;2026-07-22\|49.30\|-1.40\|49.58\|51.80\|48.66\|98947;2026-07-23\|49.56\|0.53\|50.28\|51.61\|48.88\|68802;2026-07-24\|47.95\|-3.25\|48.85\|49.93\|47.57\|49853;2026-07-27\|50.43\|5.17\|48.71\|50.54\|48.08\|67010;2026-07-28\|46.57\|-7.65\|50.01\|50.43\|46.02\|63979;2026-07-29\|45.56\|-2.17\|46.76\|46.95\|43.30\|75296;2026-07-30\|41.78\|-8.30\|45.83\|45.83\|41.12\|72151;2026-07-31\|43.77\|4.76\|44.99\|46.94\|43.75\|77081;2026-08-03\|42.10\|-3.82\|43.77\|44.01\|41.67\|70748;2026-08-04\|45.32\|7.65\|43.04\|45.72\|42.10\|68055;2026-08-05\|48.66\|7.37\|44.83\|49.35\|44.83\|83164;2026-08-06\|49.48\|1.69\|48.26\|50.49\|47.51\|81456;2026-08-07\|53.84\|8.81\|49.96\|54.90\|48.75\|131185;2026-08-10\|52.16\|-3.12\|54.00\|54.45\|50.48\|109637;2026-08-11\|51.50\|-1.27\|51.48\|52.65\|50.35\|70295;2026-08-12\|52.75\|2.43\|51.40\|53.32\|51.21\|60666;2026-08-13\|52.55\|-0.38\|53.61\|57.33\|52.00\|107444;2026-08-14\|54.48\|3.67\|53.88\|54.93\|52.89\|74121;2026-08-17\|58.81\|7.95\|54.86\|59.79\|54.25\|110388;2026-08-18\|61.99\|5.41\|58.81\|62.48\|55.56\|131608;2026-08-19\|53.03\|-14.45\|59.00\|60.40\|52.43\|195231;2026-08-20\|53.80\|1.45\|54.61\|55.16\|52.40\|117124;2026-08-21\|56.13\|4.33\|52.78\|56.55\|52.38\|131692;2026-08-24\|51.13\|-8.91\|57.00\|57.30\|49.42\|127102;2026-08-25\|52.10\|1.90\|49.80\|52.91\|49.00\|96399;2026-08-26\|55.37\|6.28\|52.67\|56.28\|51.20\|138606;2026-08-27\|59.45\|7.37\|55.37\|62.06\|53.00\|190446;2026-08-28\|61.38\|3.25\|58.90\|64.79\|58.90\|169163;2026-08-31\|61.45\|0.11\|59.94\|64.23\|59.94\|131759;2026-09-01\|57.20\|-6.92\|61.51\|61.51\|56.80\|117934;2026-09-02\|56.48\|-1.26\|56.15\|58.50\|55.48\|72635;2026-09-03\|55.41\|-1.89\|57.02\|57.68\|54.47\|71172;2026-09-04\|52.86\|-4.60\|55.50\|57.09\|52.30\|82983;2026-09-07\|58.89\|11.41\|53.45\|59.30\|53.20\|124562;2026-09-08\|57.42\|-2.50\|58.03\|60.30\|56.90\|83301;2026-09-09\|56.76\|-1.15\|58.35\|58.76\|56.48\|57787;2026-09-10\|56.85\|0.16\|56.20\|59.18\|55.21\|92077;2026-09-11\|55.80\|-1.85\|55.74\|56.44\|52.57\|83102;2026-09-14\|56.93\|2.03\|54.06\|58.52\|53.16\|84010;2026-09-15\|61.79\|8.54\|56.69\|64.62\|56.54\|148082
113973	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+AI服务器+AIPC+分红实施行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-05-12\|57.74\|-2.10\|58.93\|59.24\|56.95\|79765;2026-05-13\|57.57\|-0.29\|57.48\|57.74\|56.20\|63149;2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935;2026-07-27\|46.33\|2.77\|44.60\|46.52\|44.19\|60707;2026-07-28\|42.20\|-8.91\|45.00\|45.50\|41.90\|72837;2026-07-29\|40.78\|-3.36\|42.02\|42.50\|39.19\|65370;2026-07-30\|38.11\|-6.55\|40.36\|41.49\|37.50\|86014;2026-07-31\|39.44\|3.49\|40.83\|41.90\|39.10\|79766;2026-08-03\|40.73\|3.27\|39.00\|41.34\|39.00\|70679;2026-08-04\|44.80\|9.99\|41.40\|44.80\|41.24\|59466;2026-08-05\|47.92\|6.96\|43.50\|49.28\|43.34\|118726;2026-08-06\|50.38\|5.13\|47.30\|51.36\|47.09\|99508;2026-08-07\|55.42\|10.00\|50.10\|55.42\|50.05\|67836;2026-08-10\|55.33\|-0.16\|55.43\|55.98\|54.01\|101336;2026-08-11\|55.46\|0.23\|54.85\|56.68\|52.77\|90729;2026-08-12\|57.00\|2.78\|55.85\|57.20\|55.10\|59948;2026-08-13\|55.65\|-2.37\|57.55\|58.33\|55.58\|68691;2026-08-14\|56.75\|1.98\|56.32\|57.19\|55.33\|52474;2026-08-17\|59.16\|4.25\|57.61\|59.16\|56.65\|51018;2026-08-18\|61.30\|3.62\|59.00\|61.46\|58.08\|72639;2026-08-19\|57.47\|-6.25\|59.78\|62.20\|56.30\|89418;2026-08-20\|58.79\|2.30\|58.45\|59.49\|57.00\|53822;2026-08-21\|60.37\|2.69\|58.21\|60.78\|57.33\|54866;2026-08-24\|57.50\|-4.75\|60.30\|60.46\|55.30\|73325;2026-08-25\|56.84\|-1.15\|56.36\|57.77\|54.71\|50259;2026-08-26\|56.77\|-0.12\|57.11\|58.10\|55.88\|38500;2026-08-27\|59.01\|3.95\|56.97\|59.70\|56.58\|50544;2026-08-28\|59.06\|0.08\|58.52\|61.66\|58.41\|49154;2026-08-31\|64.05\|8.45\|58.58\|64.43\|58.20\|84951;2026-09-01\|61.98\|-3.23\|63.82\|63.86\|61.05\|57649;2026-09-02\|61.56\|-0.68\|62.05\|62.60\|60.55\|39578;2026-09-03\|63.43\|3.04\|62.28\|64.66\|61.61\|50362;2026-09-04\|61.00\|-3.83\|64.70\|66.30\|60.30\|55377;2026-09-07\|65.11\|6.74\|62.01\|65.50\|62.00\|91462;2026-09-08\|64.77\|-0.52\|65.66\|67.50\|64.10\|86368;2026-09-09\|71.20\|9.93\|65.41\|71.25\|64.59\|223667;2026-09-10\|70.99\|-0.29\|70.49\|72.17\|68.50\|155508;2026-09-11\|72.49\|2.11\|69.99\|74.44\|69.24\|149818;2026-09-14\|76.54\|5.59\|71.77\|77.07\|70.49\|161602;2026-09-15\|75.55\|-1.29\|75.50\|77.21\|72.91\|135382
113972	全球最大PPE树脂产区停产，PCB材料持续涨价	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：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4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461;2026-09-08\|17.55\|-0.17\|18.00\|18.13\|17.42\|545455;2026-09-09\|18.16\|3.48\|17.59\|18.52\|17.55\|605207;2026-09-10\|18.98\|4.52\|17.86\|19.12\|17.84\|926359;2026-09-11\|20.88\|10.01\|18.61\|20.88\|18.40\|1169126;2026-09-14\|22.29\|6.75\|20.66\|22.68\|20.02\|1510445;2026-09-15\|22.16\|-0.58\|22.28\|23.28\|22.14\|1194107
113971	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.90\|-8.53\|6.34\|6.39\|5.84\|935439;2026-07-14\|6.25\|5.93\|5.98\|6.27\|5.76\|1099793;2026-07-15\|6.00\|-4.00\|6.28\|6.31\|5.96\|672764;2026-07-16\|5.58\|-7.00\|5.88\|5.94\|5.53\|843580;2026-07-17\|5.16\|-7.53\|5.51\|5.61\|5.10\|911781;2026-07-20\|4.65\|-9.88\|5.25\|5.26\|4.64\|1194812;2026-07-21\|4.94\|6.24\|4.65\|4.99\|4.34\|1421068;2026-07-22\|4.76\|-3.64\|4.88\|4.96\|4.71\|850664;2026-07-23\|4.80\|0.84\|4.78\|4.92\|4.73\|678173;2026-07-24\|4.71\|-1.88\|4.70\|4.91\|4.69\|636617;2026-07-27\|4.94\|4.88\|4.74\|4.95\|4.69\|815432;2026-07-28\|4.68\|-5.26\|4.88\|4.98\|4.62\|740627;2026-07-29\|4.69\|0.21\|4.63\|4.74\|4.53\|882568;2026-07-30\|4.49\|-4.26\|4.62\|4.72\|4.48\|853230;2026-07-31\|4.58\|2.00\|4.69\|4.89\|4.57\|1099803;2026-08-03\|4.59\|0.22\|4.56\|4.65\|4.51\|657897;2026-08-04\|4.73\|3.05\|4.62\|4.77\|4.60\|729739;2026-08-05\|4.97\|5.07\|4.72\|5.00\|4.68\|923361;2026-08-06\|5.01\|0.80\|4.92\|5.04\|4.84\|810032;2026-08-07\|5.51\|9.98\|5.00\|5.51\|4.91\|1529387;2026-08-10\|5.31\|-3.63\|5.52\|5.53\|5.16\|2581126;2026-08-11\|5.35\|0.75\|5.30\|5.49\|5.21\|1970497;2026-08-12\|5.30\|-0.93\|5.44\|5.48\|5.26\|1285296;2026-08-13\|5.17\|-2.45\|5.30\|5.37\|5.16\|1101493;2026-08-14\|5.31\|2.71\|5.22\|5.50\|5.20\|1270733;2026-08-17\|5.59\|5.27\|5.36\|5.68\|5.35\|1710023;2026-08-18\|5.50\|-1.61\|5.60\|5.85\|5.47\|1761919;2026-08-19\|5.23\|-4.91\|5.40\|5.72\|5.17\|1570634;2026-08-20\|5.09\|-2.68\|5.25\|5.27\|5.03\|1244958;2026-08-21\|5.51\|8.25\|5.07\|5.60\|4.99\|2724790;2026-08-24\|5.37\|-2.54\|5.50\|5.55\|5.23\|1605772;2026-08-25\|5.28\|-1.68\|5.27\|5.36\|5.17\|1136096;2026-08-26\|5.32\|0.76\|5.24\|5.36\|5.15\|969542;2026-08-27\|5.59\|5.08\|5.28\|5.61\|5.26\|1282566;2026-08-28\|5.67\|1.43\|5.54\|5.72\|5.53\|1166723;2026-08-31\|5.68\|0.18\|5.60\|5.69\|5.53\|920150;2026-09-01\|5.59\|-1.58\|5.69\|5.69\|5.53\|881910;2026-09-02\|5.59\|0.00\|5.57\|5.80\|5.56\|1497248;2026-09-03\|5.51\|-1.43\|5.66\|5.69\|5.42\|848054;2026-09-04\|5.39\|-2.18\|5.55\|5.71\|5.34\|1085864;2026-09-07\|5.50\|2.04\|5.43\|5.57\|5.43\|873365;2026-09-08\|5.81\|5.64\|5.52\|5.93\|5.49\|1731964;2026-09-09\|5.88\|1.20\|5.82\|5.92\|5.73\|1370301;2026-09-10\|5.77\|-1.87\|5.88\|6.06\|5.75\|1295412;2026-09-11\|5.71\|-1.04\|5.70\|5.78\|5.49\|1196684;2026-09-14\|5.65\|-1.05\|5.67\|5.76\|5.55\|682403;2026-09-15\|5.48\|-3.01\|5.60\|5.65\|5.46\|976102
113970	工信部：加强高端光电芯片和器件研发	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-05-12\|253.98\|10.34\|233.99\|270.83\|223.02\|151223;2026-05-13\|266.00\|4.73\|250.14\|275.50\|243.00\|116920;2026-05-14\|266.14\|0.05\|272.43\|288.88\|264.58\|106008;2026-05-15\|261.94\|-1.58\|269.00\|283.50\|258.02\|96728;2026-05-18\|251.30\|-4.06\|264.75\|267.60\|249.63\|81540;2026-05-19\|247.90\|-1.35\|248.79\|250.80\|235.50\|65574;2026-05-20\|250.50\|1.05\|248.00\|254.12\|243.68\|76055;2026-05-21\|242.48\|-3.20\|255.00\|265.82\|238.00\|110383;2026-05-22\|248.78\|2.60\|244.00\|252.70\|236.36\|90258;2026-05-25\|261.38\|5.06\|248.75\|263.00\|242.83\|97496;2026-05-26\|244.95\|-6.29\|256.00\|256.00\|241.11\|73028;2026-05-27\|250.05\|2.08\|240.01\|258.80\|236.88\|75878;2026-05-28\|269.30\|7.70\|247.00\|272.00\|244.44\|98934;2026-05-29\|256.90\|-4.60\|268.99\|276.88\|252.49\|82803;2026-06-01\|218.61\|-14.90\|252.00\|254.89\|218.00\|83068;2026-06-02\|226.83\|3.85\|220.01\|229.85\|213.54\|55092;2026-06-03\|220.60\|-2.75\|233.64\|238.49\|218.50\|110144;2026-06-04\|225.90\|2.40\|217.55\|230.00\|214.10\|76727;2026-06-05\|213.50\|-5.49\|220.43\|227.19\|211.00\|74848;2026-06-08\|195.97\|-8.21\|200.49\|206.10\|193.25\|58196;2026-06-09\|210.79\|7.56\|199.00\|211.89\|196.05\|65089;2026-06-10\|202.14\|-4.10\|207.00\|209.69\|199.26\|39185;2026-06-11\|226.83\|12.21\|204.88\|234.00\|204.30\|108416;2026-06-12\|221.29\|-2.44\|229.76\|235.96\|221.28\|73310;2026-06-15\|237.02\|7.11\|223.79\|238.00\|221.99\|74972;2026-06-16\|253.90\|7.12\|236.00\|258.88\|234.68\|95604;2026-06-17\|256.00\|0.83\|245.00\|260.00\|243.00\|83551;2026-06-18\|262.36\|2.48\|253.01\|264.58\|250.13\|71079;2026-06-22\|250.02\|-4.70\|262.34\|264.29\|244.90\|75592;2026-06-23\|248.61\|-0.56\|251.13\|261.50\|245.00\|51969;2026-06-24\|258.90\|4.14\|246.13\|262.88\|244.50\|70436;2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572;2026-07-20\|166.10\|0.62\|181.00\|184.89\|160.88\|59923;2026-07-21\|182.33\|9.77\|172.82\|184.98\|142.00\|76219;2026-07-22\|183.00\|0.37\|181.00\|194.90\|179.23\|64844;2026-07-23\|181.22\|-0.97\|184.61\|191.90\|179.58\|43239;2026-07-24\|180.50\|-0.40\|175.80\|187.30\|173.24\|31991;2026-07-27\|182.18\|0.93\|178.11\|184.36\|175.01\|34497;2026-07-28\|162.30\|-10.91\|174.70\|178.94\|161.01\|41749;2026-07-29\|155.55\|-4.16\|162.00\|164.00\|146.80\|49890;2026-07-30\|135.00\|-13.21\|152.62\|154.95\|133.00\|59845;2026-07-31\|143.66\|6.41\|147.00\|152.01\|143.66\|50973;2026-08-03\|142.33\|-0.93\|143.12\|147.73\|139.78\|38176;2026-08-04\|160.59\|12.83\|146.00\|162.70\|143.70\|64005;2026-08-05\|161.45\|0.54\|148.90\|163.78\|148.00\|66858;2026-08-06\|164.30\|1.77\|158.00\|168.88\|157.01\|47854;2026-08-07\|170.16\|3.57\|166.80\|171.43\|163.05\|50730;2026-08-10\|179.91\|5.73\|188.88\|190.86\|175.01\|80845;2026-08-11\|191.30\|6.33\|178.31\|197.00\|172.81\|82553;2026-08-12\|200.69\|4.91\|189.17\|206.00\|188.62\|86136;2026-08-13\|196.93\|-1.87\|205.00\|208.51\|196.91\|79849;2026-08-14\|205.40\|4.30\|198.51\|206.80\|195.88\|64901;2026-08-17\|215.69\|5.01\|204.26\|217.11\|204.21\|57841;2026-08-18\|217.53\|0.85\|216.83\|218.46\|211.67\|47669;2026-08-19\|205.38\|-5.59\|214.68\|218.37\|204.69\|55750;2026-08-20\|225.38\|9.74\|209.48\|229.80\|202.02\|82322;2026-08-21\|242.41\|7.56\|227.23\|268.88\|226.55\|115816;2026-08-24\|235.19\|-2.98\|243.37\|254.00\|231.31\|85117;2026-08-25\|233.35\|-0.78\|235.21\|239.88\|226.00\|49411;2026-08-26\|225.71\|-3.27\|234.87\|236.00\|222.78\|43996;2026-08-27\|236.00\|4.56\|232.52\|238.68\|223.82\|57020;2026-08-28\|230.90\|-2.16\|234.80\|240.00\|230.50\|38874;2026-08-31\|229.68\|-0.53\|230.01\|235.00\|226.51\|31158;2026-09-01\|224.50\|-2.26\|228.00\|230.68\|219.99\|30774;2026-09-02\|220.88\|-1.61\|220.41\|227.00\|217.70\|26200;2026-09-03\|218.56\|-1.05\|225.01\|228.36\|216.00\|24076;2026-09-04\|212.14\|-2.94\|222.21\|227.77\|209.89\|32148;2026-09-07\|242.75\|14.43\|215.88\|246.98\|214.24\|66143;2026-09-08\|235.69\|-2.91\|242.87\|244.99\|234.80\|36573;2026-09-09\|234.00\|-0.72\|238.69\|241.85\|232.58\|35072;2026-09-10\|235.39\|0.59\|229.95\|238.60\|229.85\|30197;2026-09-11\|246.99\|4.93\|232.01\|248.88\|230.00\|68740;2026-09-14\|257.36\|4.20\|246.99\|263.69\|243.99\|62075;2026-09-15\|264.68\|2.84\|257.85\|268.61\|252.25\|45679
113969	工信部：加强高端光电芯片和器件研发	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-05-12\|82.24\|-2.41\|86.48\|86.48\|79.55\|73994;2026-05-13\|81.60\|-0.78\|81.10\|82.50\|79.84\|70594;2026-05-14\|77.37\|-5.18\|81.60\|82.49\|76.90\|76910;2026-05-15\|87.36\|12.91\|79.79\|92.84\|79.79\|156505;2026-05-18\|86.70\|-0.76\|86.83\|89.50\|84.88\|96564;2026-05-19\|88.60\|2.19\|84.76\|89.76\|83.00\|67988;2026-05-20\|93.40\|5.42\|93.02\|98.08\|90.50\|91466;2026-05-21\|85.38\|-8.59\|98.00\|99.99\|85.30\|96471;2026-05-22\|86.01\|0.74\|86.43\|87.85\|84.51\|61290;2026-05-25\|97.75\|13.65\|87.64\|103.00\|86.80\|108962;2026-05-26\|96.51\|-1.27\|97.51\|100.99\|93.80\|73195;2026-05-27\|97.50\|1.03\|95.63\|104.00\|93.65\|87119;2026-05-28\|101.28\|3.88\|95.22\|102.88\|94.51\|69231;2026-05-29\|95.20\|-6.00\|103.00\|105.49\|91.31\|71240;2026-06-01\|87.80\|-7.77\|94.20\|95.00\|87.11\|64665;2026-06-02\|89.25\|1.65\|87.60\|91.68\|84.00\|53664;2026-06-03\|87.15\|-2.35\|92.35\|93.34\|86.00\|59224;2026-06-04\|92.82\|6.51\|85.02\|94.97\|83.15\|62617;2026-06-05\|88.76\|-4.37\|93.68\|94.66\|87.70\|52057;2026-06-08\|83.18\|-6.29\|84.00\|87.90\|81.23\|51251;2026-06-09\|93.53\|12.44\|85.00\|96.50\|85.00\|86308;2026-06-10\|112.24\|20.00\|91.68\|112.24\|90.03\|111715;2026-06-11\|128.00\|14.04\|124.00\|132.00\|116.01\|140454;2026-06-12\|150.80\|17.81\|138.00\|153.60\|133.54\|182378;2026-06-15\|116.87\|1.01\|114.87\|121.54\|106.87\|176604;2026-06-16\|134.76\|15.31\|115.98\|140.24\|115.90\|221138;2026-06-17\|136.00\|0.92\|124.99\|136.00\|121.00\|174572;2026-06-18\|142.91\|5.08\|134.00\|146.00\|134.00\|109411;2026-06-22\|171.49\|20.00\|158.66\|171.49\|149.00\|119314;2026-06-23\|174.55\|1.78\|184.92\|195.90\|166.00\|151090;2026-06-24\|187.10\|7.19\|171.04\|188.03\|162.00\|112711;2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|114414;2026-07-13\|98.00\|-9.73\|109.73\|111.30\|97.10\|88754;2026-07-14\|103.26\|5.37\|99.95\|105.70\|96.11\|67853;2026-07-15\|100.00\|-3.16\|106.26\|107.48\|99.00\|55787;2026-07-16\|92.75\|-7.25\|98.05\|101.25\|92.00\|78226;2026-07-17\|81.29\|-12.36\|94.00\|95.00\|81.00\|87009;2026-07-20\|71.00\|-12.66\|85.06\|85.29\|67.64\|118261;2026-07-21\|84.60\|19.15\|72.37\|85.01\|61.53\|159157;2026-07-22\|80.20\|-5.20\|83.20\|85.99\|79.50\|118685;2026-07-23\|78.00\|-2.74\|81.20\|84.00\|77.10\|76534;2026-07-24\|76.00\|-2.56\|77.77\|80.88\|74.52\|74277;2026-07-27\|80.00\|5.26\|76.00\|80.50\|74.06\|74612;2026-07-28\|71.01\|-11.24\|77.97\|79.87\|70.00\|85659;2026-07-29\|69.62\|-1.96\|71.03\|72.34\|64.88\|94071;2026-07-30\|62.68\|-9.97\|69.36\|69.81\|61.68\|87777;2026-07-31\|66.13\|5.50\|69.50\|73.50\|66.00\|108932;2026-08-03\|65.10\|-1.56\|65.50\|66.79\|62.43\|99380;2026-08-04\|69.99\|7.51\|67.50\|70.88\|65.00\|101285;2026-08-05\|78.65\|12.37\|66.80\|80.40\|66.80\|155686;2026-08-06\|83.80\|6.55\|76.05\|84.50\|76.05\|162134;2026-08-07\|90.50\|8.00\|85.47\|92.00\|84.01\|173475;2026-08-10\|83.40\|-7.85\|92.00\|92.00\|81.90\|161107;2026-08-11\|82.54\|-1.03\|82.14\|84.90\|80.03\|112647;2026-08-12\|84.98\|2.96\|83.57\|86.55\|82.00\|100246;2026-08-13\|82.00\|-3.51\|87.95\|88.43\|82.00\|111768;2026-08-14\|98.40\|20.00\|85.50\|98.40\|85.50\|178022;2026-08-17\|107.91\|9.66\|104.00\|110.94\|98.01\|202661;2026-08-18\|105.76\|-1.99\|108.76\|112.55\|101.89\|155650;2026-08-19\|92.24\|-12.78\|97.55\|99.32\|91.50\|146431;2026-08-20\|94.66\|2.62\|94.00\|98.13\|89.50\|123560;2026-08-21\|91.82\|-3.00\|92.97\|95.65\|90.14\|98567;2026-08-24\|89.45\|-2.58\|91.01\|92.19\|85.81\|92538;2026-08-25\|87.30\|-2.40\|88.00\|88.99\|83.80\|82173;2026-08-26\|86.61\|-0.79\|88.80\|89.26\|82.36\|95791;2026-08-27\|91.66\|5.83\|88.00\|92.35\|86.61\|107843;2026-08-28\|90.17\|-1.63\|90.90\|96.16\|89.77\|125520;2026-08-31\|90.49\|0.35\|86.54\|92.50\|86.10\|78235;2026-09-01\|85.43\|-5.59\|91.00\|91.00\|84.50\|84163;2026-09-02\|83.43\|-2.34\|83.72\|85.00\|82.40\|62978;2026-09-03\|84.00\|0.68\|84.65\|85.49\|81.70\|58335;2026-09-04\|79.50\|-5.36\|84.80\|85.89\|78.50\|78316;2026-09-07\|85.37\|7.38\|80.55\|86.50\|80.50\|92911;2026-09-08\|83.08\|-2.68\|85.37\|85.80\|82.41\|63742;2026-09-09\|82.43\|-0.78\|86.00\|86.16\|81.70\|62668;2026-09-10\|87.84\|6.56\|81.80\|88.49\|80.80\|115921;2026-09-11\|82.66\|-5.90\|86.00\|87.80\|78.78\|123512;2026-09-14\|87.20\|5.49\|81.00\|89.11\|78.50\|120723;2026-09-15\|86.82\|-0.44\|86.50\|89.49\|85.70\|88330
113968	工信部：加强高端光电芯片和器件研发	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469
113967	工信部：加强高端光电芯片和器件研发	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|95187;2026-09-09\|302.55\|0.14\|315.10\|320.00\|300.30\|92647;2026-09-10\|315.00\|4.12\|295.98\|322.24\|293.00\|107861;2026-09-11\|286.60\|-9.02\|307.00\|314.00\|277.00\|127914;2026-09-14\|286.78\|0.06\|275.00\|292.87\|268.10\|68586;2026-09-15\|276.00\|-3.76\|280.00\|287.02\|273.51\|71139
113966	工信部：加强高端光电芯片和器件研发	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625;2026-09-15\|12.19\|0.16\|12.09\|12.30\|12.06\|108295
113965	宇树科技科创板IPO过会	涨停揭秘：家庭服务机器人战略加速落地，AI终端出海放量叠加宇树IPO催化；涨停缘由：推进“二维感知、三维移动、三维交互”家庭服务机器人技术路径，扫地机器人向多智能体协同升级；AI硬件出海持续放量，无线耳机与家庭储能产品在欧美渠道份额提升；宇树科技IPO获上交所受理，强化人形机器人产业链关注度；公司为消费电子跨境电商龙头，品牌力与渠道壁垒深厚；资金逻辑：北向资金连续五日增持，QFII持仓占比单季提升0.8个百分点，中长期资金布局AI终端硬件主线；风险提示：海外消费电子需求存在疲软风险，机器人研发投入大且产业化周期长，汇率波动影响出口利润	1、消费电子跨境电商龙头，产品包括无线耳机、无线充电、家庭储能等产品，一季度扣非净利润增长24.39%； 2、公司规划“二维感知、三维移动、三维交互”三步走战略，布局家庭服务机器人技术栈，产品由扫地机器人向多智能体协同升级	2026-05-12\|126.30\|-2.17\|128.87\|130.22\|125.87\|62566;2026-05-13\|136.22\|7.85\|126.31\|137.49\|124.50\|98583;2026-05-14\|132.20\|-2.95\|136.60\|136.60\|130.73\|54144;2026-05-15\|134.50\|1.74\|132.48\|135.89\|130.03\|51542;2026-05-18\|136.40\|1.41\|130.31\|136.70\|128.47\|62113;2026-05-19\|129.67\|-4.93\|133.21\|134.00\|127.96\|56615;2026-05-20\|134.43\|3.67\|128.29\|136.31\|125.90\|58355;2026-05-21\|129.80\|-3.44\|133.89\|135.89\|128.88\|49363;2026-05-22\|127.89\|-1.47\|131.00\|134.80\|126.60\|55067;2026-05-25\|124.35\|-2.77\|126.61\|126.61\|117.61\|62265;2026-05-26\|120.71\|-1.58\|123.30\|124.80\|119.10\|41789;2026-05-27\|124.00\|2.73\|121.22\|126.48\|120.81\|46421;2026-05-28\|127.46\|2.79\|124.69\|128.80\|122.20\|49202;2026-05-29\|125.72\|-1.37\|127.78\|128.98\|123.23\|59305;2026-06-01\|122.69\|-2.41\|125.00\|130.65\|122.05\|43192;2026-06-02\|117.63\|-4.12\|122.60\|122.60\|115.73\|53927;2026-06-03\|116.66\|-0.82\|117.03\|119.43\|115.11\|44621;2026-06-04\|115.45\|-1.04\|115.65\|118.55\|113.02\|32211;2026-06-05\|112.19\|-2.82\|116.44\|118.44\|111.80\|57731;2026-06-08\|107.28\|-4.38\|109.24\|111.90\|106.18\|46326;2026-06-09\|107.35\|0.07\|109.00\|109.30\|105.94\|32776;2026-06-10\|104.43\|-2.72\|106.95\|107.20\|102.54\|46380;2026-06-11\|111.99\|7.24\|104.43\|113.90\|103.69\|70201;2026-06-12\|115.05\|2.73\|112.00\|119.60\|111.99\|63552;2026-06-15\|116.50\|1.26\|115.15\|117.29\|113.77\|46552;2026-06-16\|113.80\|-2.32\|116.54\|118.00\|112.00\|55832;2026-06-17\|113.63\|-0.15\|113.80\|114.40\|111.80\|34993;2026-06-18\|117.11\|3.06\|113.36\|118.00\|112.51\|47708;2026-06-22\|115.47\|-1.40\|116.24\|118.60\|111.84\|58359;2026-06-23\|110.99\|-3.88\|115.47\|118.27\|110.50\|40984;2026-06-24\|108.02\|-2.68\|109.89\|109.89\|101.80\|87031;2026-06-25\|109.35\|1.23\|110.36\|110.88\|106.00\|55895;2026-06-26\|106.09\|-2.98\|107.17\|108.65\|104.80\|40374;2026-06-29\|109.02\|2.76\|108.00\|110.99\|104.83\|49668;2026-06-30\|104.50\|-4.15\|108.12\|110.82\|103.85\|62171;2026-07-01\|107.73\|3.09\|105.12\|108.12\|101.55\|51536;2026-07-02\|100.41\|-6.79\|104.56\|106.87\|100.00\|67086;2026-07-03\|107.84\|7.40\|102.40\|110.50\|101.00\|63465;2026-07-06\|107.03\|-0.75\|108.00\|109.80\|104.68\|40739;2026-07-07\|106.23\|-0.75\|106.60\|109.34\|105.24\|41408;2026-07-08\|103.50\|-2.57\|106.05\|106.93\|103.10\|30631;2026-07-09\|108.60\|4.93\|103.91\|109.80\|102.86\|41339;2026-07-10\|105.92\|-2.47\|107.80\|109.58\|105.78\|38431;2026-07-13\|107.75\|1.73\|105.00\|108.63\|104.00\|46922;2026-07-14\|111.32\|3.31\|107.71\|114.36\|107.00\|54031;2026-07-15\|110.77\|-0.49\|109.18\|111.57\|105.00\|44648;2026-07-16\|113.80\|2.74\|109.11\|115.50\|108.18\|54742;2026-07-17\|110.60\|-2.81\|112.67\|114.86\|110.00\|46102;2026-07-20\|117.97\|6.66\|110.10\|120.61\|110.01\|75238;2026-07-21\|122.09\|3.49\|119.38\|124.96\|118.00\|67840;2026-07-22\|116.67\|-4.44\|118.89\|119.64\|112.10\|48962;2026-07-23\|117.00\|0.28\|116.16\|118.68\|114.32\|27758;2026-07-24\|114.26\|-2.34\|116.44\|120.28\|114.00\|34337;2026-07-27\|119.22\|4.34\|114.00\|119.26\|112.41\|37223;2026-07-28\|118.40\|-0.69\|118.22\|120.78\|117.10\|32241;2026-07-29\|119.96\|1.32\|118.40\|124.73\|117.50\|50345;2026-07-30\|124.00\|3.37\|119.00\|126.98\|116.09\|64403;2026-07-31\|122.01\|-1.60\|120.00\|123.50\|116.05\|57979;2026-08-03\|121.43\|-0.48\|120.79\|125.40\|119.50\|37519;2026-08-04\|119.45\|-1.63\|121.04\|121.42\|117.90\|35718;2026-08-05\|117.60\|-1.55\|118.88\|118.88\|115.10\|53676;2026-08-06\|114.65\|-2.51\|117.00\|118.62\|114.14\|45722;2026-08-07\|117.17\|2.20\|114.84\|117.84\|114.05\|35874;2026-08-10\|119.95\|2.37\|116.82\|121.50\|116.09\|32942;2026-08-11\|121.01\|0.88\|121.83\|123.89\|119.53\|34515;2026-08-12\|124.29\|2.71\|120.89\|124.33\|120.03\|30242;2026-08-13\|118.42\|-4.72\|125.00\|127.50\|118.42\|34386;2026-08-14\|115.75\|-2.25\|118.37\|118.99\|115.38\|29570;2026-08-17\|118.20\|2.12\|115.76\|118.47\|115.75\|27487;2026-08-18\|116.29\|-1.62\|117.43\|118.60\|115.43\|27297;2026-08-19\|114.91\|-1.19\|116.29\|118.27\|114.50\|26853;2026-08-20\|115.58\|0.58\|115.00\|117.20\|114.82\|15396;2026-08-21\|118.50\|2.53\|116.20\|119.69\|116.00\|26840;2026-08-24\|115.43\|-2.59\|117.57\|119.00\|114.10\|22087;2026-08-25\|122.10\|5.78\|115.47\|122.59\|115.44\|41290;2026-08-26\|124.89\|2.29\|122.12\|125.53\|121.40\|34967;2026-08-27\|126.20\|1.05\|124.89\|126.48\|123.60\|27706;2026-08-28\|124.10\|-1.66\|126.01\|126.69\|121.60\|45585;2026-08-31\|125.77\|1.35\|122.86\|126.30\|114.91\|74812;2026-09-01\|128.40\|2.09\|125.00\|129.97\|124.45\|48933;2026-09-02\|129.00\|0.47\|126.60\|132.10\|126.60\|50634;2026-09-03\|137.16\|6.33\|131.13\|139.17\|130.23\|82526;2026-09-04\|135.91\|-0.91\|137.30\|138.18\|134.65\|52505;2026-09-07\|132.24\|-2.70\|135.50\|136.54\|131.50\|49768;2026-09-08\|127.89\|-3.29\|132.25\|132.90\|127.35\|45211;2026-09-09\|128.20\|0.24\|128.76\|128.80\|126.95\|24731;2026-09-10\|129.32\|0.87\|127.01\|130.20\|125.00\|29424;2026-09-11\|127.43\|-1.46\|127.96\|128.56\|125.01\|26820;2026-09-14\|127.84\|0.32\|128.00\|129.30\|127.00\|22441;2026-09-15\|127.30\|-0.42\|127.63\|129.05\|126.20\|26279
113964	宇树科技科创板IPO过会	涨停揭秘：宇树科技与阿里合作预期升温，带动机器人视觉感知环节关注；公司工业相机已在AI眼镜领域导入，并与航空航天、卫星互联网客户开展需求对接，技术延展性强；科创板次新股弹性大，资金偏好高成长细分龙头；涨停缘由：机器人视觉感知需求上升+AI眼镜量产导入+卫星互联网与航天检测新场景拓展；资金逻辑：主力资金连续两日净流入，反映对高端制造+AI硬件交叉领域的长期看好；机构与游资共同参与，筹码集中度提升；风险提示：AI眼镜及卫星业务尚处导入期，收入占比低；工业相机市场竞争激烈，国产替代进度存在不确定性	公司工业相机已在AI眼镜领域逐步导入，并与航空航天、卫星互联网、机器人客户探讨需求，未来针对性开发产品	2026-05-12\|134.83\|-3.21\|139.73\|139.73\|124.04\|35201;2026-05-13\|134.00\|-0.62\|130.47\|135.19\|126.03\|19608;2026-05-14\|131.50\|-1.87\|136.00\|136.00\|130.03\|11084;2026-05-15\|135.98\|3.41\|131.70\|138.98\|131.70\|21187;2026-05-18\|137.26\|0.94\|132.85\|139.20\|130.11\|20002;2026-05-19\|164.71\|20.00\|136.00\|164.71\|134.78\|39171;2026-05-20\|165.00\|0.18\|167.00\|169.88\|160.60\|29972;2026-05-21\|176.98\|7.26\|166.98\|189.90\|163.88\|42256;2026-05-22\|205.00\|15.83\|178.44\|205.00\|174.00\|33201;2026-05-25\|202.28\|-1.33\|200.90\|202.28\|185.02\|31132;2026-05-26\|185.00\|-8.54\|195.00\|196.00\|180.01\|28788;2026-05-27\|182.00\|-1.62\|184.90\|194.00\|178.61\|21622;2026-05-28\|194.80\|7.03\|181.09\|196.87\|176.77\|21803;2026-05-29\|185.00\|-5.03\|194.80\|195.22\|177.86\|19049;2026-06-01\|171.18\|-7.47\|184.07\|184.07\|168.80\|23674;2026-06-02\|171.70\|0.30\|171.16\|178.00\|166.13\|17763;2026-06-03\|178.29\|3.84\|171.70\|183.74\|169.02\|19074;2026-06-04\|188.30\|5.61\|174.42\|191.90\|172.03\|21849;2026-06-05\|200.70\|6.59\|183.85\|213.91\|180.95\|23885;2026-06-08\|202.86\|1.08\|180.16\|209.99\|180.16\|19371;2026-06-09\|223.70\|10.27\|202.90\|237.98\|198.34\|24550;2026-06-10\|214.00\|-4.34\|213.00\|220.00\|200.02\|17484;2026-06-11\|241.07\|12.65\|210.00\|242.00\|207.00\|18084;2026-06-12\|212.80\|-11.73\|241.07\|242.00\|210.51\|16834;2026-06-15\|225.08\|5.77\|216.00\|226.91\|205.10\|14661;2026-06-16\|241.00\|7.07\|220.02\|243.99\|217.36\|18412;2026-06-17\|239.70\|-0.54\|232.60\|242.00\|230.00\|11750;2026-06-18\|232.36\|-3.06\|237.31\|245.30\|225.00\|11930;2026-06-22\|237.00\|2.00\|232.55\|241.99\|223.16\|14222;2026-06-23\|228.03\|-3.78\|233.92\|238.99\|212.04\|17433;2026-06-24\|226.47\|-0.68\|222.89\|231.94\|213.00\|16969;2026-06-25\|246.00\|8.62\|225.00\|248.11\|218.00\|20862;2026-06-26\|226.15\|-8.07\|236.02\|252.00\|226.00\|15457;2026-06-29\|243.60\|7.72\|222.80\|255.00\|211.00\|21994;2026-06-30\|263.40\|8.13\|247.50\|263.40\|239.00\|20739;2026-07-01\|245.79\|-6.69\|265.47\|265.47\|241.00\|15329;2026-07-02\|216.35\|-11.98\|227.50\|237.59\|215.01\|12217;2026-07-03\|203.80\|-5.80\|215.48\|221.00\|203.00\|12903;2026-07-06\|190.38\|-6.58\|206.05\|209.93\|188.99\|20546;2026-07-07\|197.00\|3.48\|191.41\|200.68\|185.00\|15191;2026-07-08\|192.92\|-2.07\|196.99\|205.00\|182.58\|16276;2026-07-09\|231.50\|20.00\|195.34\|231.50\|193.94\|25716;2026-07-10\|226.10\|-2.33\|245.38\|255.00\|225.00\|42157;2026-07-13\|226.70\|0.27\|224.97\|247.90\|221.00\|33682;2026-07-14\|220.60\|-2.69\|226.00\|248.88\|216.67\|31604;2026-07-15\|200.94\|-8.91\|232.00\|232.00\|200.06\|28886;2026-07-16\|191.62\|-4.64\|193.12\|202.99\|189.56\|20892;2026-07-17\|169.39\|-11.60\|191.26\|192.96\|163.90\|20393;2026-07-20\|138.17\|-18.43\|176.12\|176.12\|135.51\|31498;2026-07-21\|165.77\|19.98\|140.94\|165.80\|127.91\|33671;2026-07-22\|154.13\|-7.02\|166.98\|174.00\|152.50\|22468;2026-07-23\|146.81\|-4.75\|156.41\|156.41\|144.02\|18357;2026-07-24\|151.19\|2.98\|146.81\|154.69\|144.02\|18867;2026-07-27\|152.97\|1.18\|154.21\|156.26\|145.00\|19034;2026-07-28\|142.91\|-6.58\|155.00\|158.42\|140.80\|20114;2026-07-29\|134.50\|-5.88\|142.34\|143.51\|127.37\|20995;2026-07-30\|121.90\|-9.37\|133.98\|134.98\|118.49\|20696;2026-07-31\|125.18\|2.69\|134.28\|137.45\|125.06\|19527;2026-08-03\|118.48\|-5.35\|125.84\|128.12\|116.88\|18520;2026-08-04\|126.41\|6.69\|119.90\|127.87\|116.66\|19210;2026-08-05\|143.43\|13.46\|126.97\|147.80\|126.97\|24859;2026-08-06\|149.99\|4.57\|142.48\|154.43\|139.00\|21700;2026-08-07\|158.00\|5.34\|149.99\|164.99\|147.38\|21492;2026-08-10\|155.55\|-1.55\|157.90\|160.47\|151.00\|15430;2026-08-11\|152.52\|-1.95\|151.15\|155.69\|145.00\|17313;2026-08-12\|158.22\|3.74\|152.50\|162.00\|150.23\|16099;2026-08-13\|156.51\|-1.08\|159.05\|167.44\|156.45\|16510;2026-08-14\|158.80\|1.46\|160.70\|160.88\|154.50\|10547;2026-08-17\|176.40\|11.08\|159.44\|177.57\|159.02\|24174;2026-08-18\|185.00\|4.88\|179.92\|187.47\|166.90\|30451;2026-08-19\|161.45\|-12.73\|180.14\|182.00\|158.58\|31110;2026-08-20\|166.84\|3.34\|164.77\|169.80\|157.72\|22091;2026-08-21\|168.90\|1.23\|166.29\|177.77\|162.29\|18928;2026-08-24\|169.00\|0.06\|168.50\|173.46\|164.02\|17907;2026-08-25\|173.69\|2.78\|166.05\|177.17\|160.17\|21018;2026-08-26\|167.65\|-3.48\|171.00\|175.49\|164.11\|15791;2026-08-27\|173.40\|3.43\|168.44\|176.16\|165.65\|15517;2026-08-28\|165.72\|-4.43\|172.94\|172.94\|164.55\|13604;2026-08-31\|171.90\|3.73\|161.18\|171.97\|160.26\|11925;2026-09-01\|161.15\|-6.25\|173.95\|173.95\|157.00\|18413;2026-09-02\|157.51\|-2.26\|158.53\|161.80\|156.53\|10850;2026-09-03\|157.50\|-0.01\|158.10\|161.38\|155.05\|9953;2026-09-04\|149.46\|-5.10\|159.57\|163.79\|147.30\|16084;2026-09-07\|155.92\|4.32\|150.95\|157.33\|149.75\|11761;2026-09-08\|152.26\|-2.35\|154.55\|158.87\|151.00\|11947;2026-09-09\|154.27\|1.32\|153.88\|159.50\|152.35\|10233;2026-09-10\|151.05\|-2.09\|153.23\|154.86\|150.30\|7364;2026-09-11\|148.81\|-1.48\|149.03\|149.99\|142.00\|8656;2026-09-14\|151.94\|2.10\|146.39\|153.98\|143.00\|9027;2026-09-15\|151.02\|-0.61\|152.75\|157.37\|149.59\|9040
113963	宇树科技科创板IPO过会	小家电+净水概念+电机+机器人 1、据财闻2026年6月11日报道，受厄尔尼诺现象带来的异常高温及618促销带动，家电板块逆势活跃，空调等品类销量表现突出。公司主营吸尘器、空气净化器、智能净水机等高端健康生活小家电产品。 2、据2026年4月16日年报，公司旗下高端净水标杆品牌碧云泉，创新采用“1主机+4模块”组合模式，实现制冰、冷饮、气泡等多项饮水功能；旗舰产品天狼星S10Pro吸尘器搭载自研500W超大功率电机，在功率、续航等方面实现多项突破。 3、据2025年8月29日半年报及2026年4月16日年报，公司以高速电机为核心技术，核心零部件产品已涵盖高速数码电机、铝合金精密零部件等，电机业务已拓展至协作机器人、叉车等工业场景。	据网络资料，公司机器人无框力矩电机近期将交样，主要为协作机器人领域无框力矩电机（人形机器人通用），预计3-6个月批产，客户为北方头部大客户	2026-05-12\|34.34\|1.15\|33.56\|35.66\|33.30\|38522;2026-05-13\|32.97\|-3.99\|34.25\|34.42\|32.50\|51938;2026-05-14\|32.47\|-1.52\|33.01\|33.53\|32.43\|26844;2026-05-15\|32.46\|-0.03\|32.28\|33.17\|31.91\|26180;2026-05-18\|31.65\|-2.50\|32.33\|32.39\|31.36\|24911;2026-05-19\|31.15\|-1.58\|31.58\|31.85\|31.06\|19934;2026-05-20\|31.15\|0.00\|30.99\|31.73\|30.12\|34516;2026-05-21\|30.20\|-3.05\|31.12\|31.68\|30.10\|24583;2026-05-22\|29.94\|-0.86\|31.19\|31.19\|29.56\|28495;2026-05-25\|29.31\|-2.10\|29.94\|30.39\|29.21\|26326;2026-05-26\|28.28\|-3.51\|29.31\|29.32\|28.10\|26780;2026-05-27\|27.07\|-4.28\|28.36\|28.36\|26.85\|28338;2026-05-28\|28.32\|4.62\|27.07\|29.00\|26.65\|48356;2026-05-29\|27.40\|-3.25\|28.30\|28.34\|26.88\|29543;2026-06-01\|27.17\|-0.84\|27.33\|28.15\|27.00\|22912;2026-06-02\|26.21\|-3.53\|27.29\|27.45\|26.10\|25635;2026-06-03\|25.83\|-1.45\|26.20\|26.32\|25.60\|17007;2026-06-04\|25.33\|-1.94\|25.83\|26.04\|25.16\|15889;2026-06-05\|25.58\|0.99\|25.33\|26.40\|24.70\|26767;2026-06-08\|25.00\|-2.27\|25.18\|25.96\|24.73\|17318;2026-06-09\|24.06\|-3.76\|25.00\|25.34\|23.90\|27555;2026-06-10\|24.59\|2.20\|24.03\|24.72\|23.30\|29158;2026-06-11\|27.05\|10.00\|24.60\|27.05\|24.60\|36115;2026-06-12\|27.40\|1.29\|27.00\|27.60\|25.96\|44953;2026-06-15\|28.18\|2.85\|27.27\|28.27\|26.97\|39252;2026-06-16\|28.17\|-0.04\|28.20\|28.88\|26.90\|41074;2026-06-17\|28.81\|2.27\|28.03\|29.00\|27.30\|40438;2026-06-18\|30.40\|5.52\|29.67\|30.80\|28.60\|43533;2026-06-22\|31.62\|4.01\|30.40\|31.67\|29.23\|43793;2026-06-23\|30.23\|-4.40\|30.94\|32.10\|30.11\|38921;2026-06-24\|29.89\|-1.12\|30.67\|30.67\|28.70\|36667;2026-06-25\|29.04\|-2.84\|30.08\|30.33\|28.53\|26922;2026-06-26\|27.60\|-4.96\|29.05\|29.05\|27.01\|34658;2026-06-29\|28.39\|2.86\|27.50\|28.88\|26.30\|37357;2026-06-30\|26.38\|-7.08\|28.17\|28.47\|26.20\|36622;2026-07-01\|27.82\|5.46\|26.91\|28.50\|26.26\|33646;2026-07-02\|28.45\|2.26\|27.25\|29.20\|27.14\|34026;2026-07-03\|28.60\|0.53\|28.64\|28.94\|28.02\|22605;2026-07-06\|26.25\|-8.22\|28.36\|28.80\|26.07\|27636;2026-07-07\|24.99\|-4.80\|26.80\|27.05\|24.75\|37705;2026-07-08\|24.44\|-2.20\|24.99\|25.36\|24.15\|30673;2026-07-09\|25.81\|5.61\|24.50\|25.99\|24.05\|36379;2026-07-10\|28.36\|9.88\|25.50\|28.39\|25.30\|55070;2026-07-13\|25.52\|-10.01\|28.15\|28.43\|25.52\|45477;2026-07-14\|25.34\|-0.71\|26.01\|26.01\|24.63\|28444;2026-07-15\|25.46\|0.47\|25.06\|25.49\|24.91\|14039;2026-07-16\|23.37\|-8.21\|25.47\|25.47\|23.15\|46245;2026-07-17\|24.00\|2.70\|23.36\|24.79\|23.29\|47457;2026-07-20\|24.77\|3.21\|23.85\|25.03\|23.76\|39534;2026-07-21\|25.38\|2.46\|24.97\|25.50\|24.39\|29147;2026-07-22\|24.47\|-3.59\|25.38\|25.63\|24.45\|25813;2026-07-23\|25.03\|2.29\|24.02\|25.28\|24.02\|16725;2026-07-24\|25.07\|0.16\|25.06\|25.76\|24.67\|18191;2026-07-27\|25.40\|1.32\|25.08\|25.88\|24.82\|17844;2026-07-28\|25.60\|0.79\|25.49\|25.64\|24.65\|18686;2026-07-29\|27.30\|6.64\|25.60\|27.58\|25.51\|37932;2026-07-30\|26.70\|-2.20\|27.30\|28.20\|26.51\|36798;2026-07-31\|27.90\|4.49\|26.51\|28.25\|26.51\|34187;2026-08-03\|28.35\|1.61\|28.00\|28.69\|27.41\|17853;2026-08-04\|28.57\|0.78\|28.35\|28.82\|26.85\|35608;2026-08-05\|29.03\|1.61\|28.66\|29.50\|28.02\|39200;2026-08-06\|28.40\|-2.17\|28.85\|29.13\|28.30\|22691;2026-08-07\|28.11\|-1.02\|28.49\|28.98\|27.50\|30330;2026-08-10\|28.02\|-0.32\|27.83\|28.39\|27.45\|28702;2026-08-11\|27.08\|-3.35\|28.01\|28.43\|26.72\|33384;2026-08-12\|27.07\|-0.04\|27.00\|27.80\|26.67\|23362;2026-08-13\|27.14\|0.26\|27.26\|27.98\|26.75\|25262;2026-08-14\|27.22\|0.29\|27.14\|27.60\|27.07\|13991;2026-08-17\|27.42\|0.73\|27.35\|27.73\|26.97\|17022;2026-08-18\|27.15\|-0.98\|27.40\|27.50\|26.92\|16474;2026-08-19\|26.42\|-2.69\|27.02\|27.35\|26.25\|20284;2026-08-20\|27.56\|4.31\|26.55\|27.96\|26.55\|27239;2026-08-21\|28.51\|3.45\|27.90\|29.20\|27.78\|39382;2026-08-24\|27.95\|-1.96\|28.30\|28.99\|27.68\|30665;2026-08-25\|28.85\|3.22\|27.94\|29.21\|27.48\|28217;2026-08-26\|29.61\|2.63\|28.73\|30.37\|28.60\|37228;2026-08-27\|29.01\|-2.03\|28.61\|29.33\|27.07\|62404;2026-08-28\|27.99\|-3.52\|28.95\|29.25\|27.90\|26428;2026-08-31\|27.60\|-1.39\|27.90\|28.03\|27.35\|20207;2026-09-01\|28.05\|1.63\|27.69\|28.62\|27.55\|25197;2026-09-02\|27.39\|-2.35\|27.89\|27.89\|26.91\|22409;2026-09-03\|27.51\|0.44\|27.39\|27.68\|27.09\|19403;2026-09-04\|27.34\|-0.62\|27.54\|27.88\|26.95\|16044;2026-09-07\|30.07\|9.99\|27.51\|30.07\|27.45\|61662;2026-09-08\|29.70\|-1.23\|30.88\|31.00\|29.63\|80177;2026-09-09\|30.09\|1.31\|30.05\|30.70\|29.73\|40588;2026-09-10\|29.57\|-1.73\|29.80\|29.99\|29.32\|26738;2026-09-11\|30.18\|2.06\|29.20\|30.45\|28.91\|47550;2026-09-14\|29.94\|-0.80\|30.18\|30.48\|29.35\|31464;2026-09-15\|29.86\|-0.27\|29.79\|30.32\|29.41\|22758
113962	宇树科技科创板IPO过会	机器人概念+一季报增长+高分红行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年3月31日年报，2025年为公司机器人业务元年，推出医养护理及后勤服务机器人等产品，2026年将聚焦获取标杆客户“灯塔订单”；据2025年3月17日达闼官微，子公司松霖机器人与达闼签署战略合作框架协议，共同探索人形机器人垂直场景应用及出海。 2、据2026年4月24日公告，公司2026年一季度归母净利润9540.54万元，同比增长109.89%；据2026年4月30日业绩说明会，新增订单接单趋势持续向好，越南基地持续获取海外头部客户供应链转移的新增订单。 3、据2026年4月30日业绩说明会，公司2025年分红比例达80.34%，并拟以不低于2026年中期归母净利润的80%进行现金分红。	公司以松霖机器人科技有限公司为平台，构建护理服务机器人、后勤服务机器人、AI陪伴机器人、人形机器人等产品体系，并与达闼公司联合研发设计人形机器人，拓展机器人业务	2026-05-12\|32.92\|-1.55\|33.40\|33.72\|32.78\|33187;2026-05-13\|32.66\|-0.79\|32.88\|33.06\|32.19\|35972;2026-05-14\|32.08\|-1.78\|32.80\|33.01\|31.65\|31827;2026-05-15\|32.70\|1.93\|31.85\|33.58\|31.85\|39620;2026-05-18\|31.89\|-2.48\|32.83\|33.19\|31.50\|58726;2026-05-19\|32.33\|1.38\|31.60\|32.79\|31.60\|34269;2026-05-20\|32.20\|-0.40\|32.60\|32.60\|31.80\|21329;2026-05-21\|31.42\|-2.42\|31.60\|32.77\|31.09\|37224;2026-05-22\|29.72\|-5.41\|31.42\|31.87\|28.80\|82323;2026-05-25\|31.30\|5.32\|29.72\|32.00\|29.67\|66090;2026-05-26\|30.05\|-3.99\|31.32\|31.32\|29.55\|48377;2026-05-27\|29.56\|-1.63\|29.40\|30.27\|29.40\|35500;2026-05-28\|28.88\|-2.30\|29.46\|29.75\|28.74\|26577;2026-05-29\|28.06\|-1.96\|28.73\|28.91\|27.76\|34531;2026-06-01\|29.50\|5.13\|28.20\|29.58\|28.01\|49331;2026-06-02\|28.83\|-2.27\|29.55\|29.80\|28.35\|26779;2026-06-03\|29.54\|2.46\|28.82\|29.96\|28.30\|33374;2026-06-04\|29.80\|0.88\|29.09\|30.24\|29.09\|32749;2026-06-05\|32.78\|10.00\|30.27\|32.78\|29.70\|69511;2026-06-08\|31.39\|-4.24\|32.33\|32.73\|30.72\|94309;2026-06-09\|30.63\|-2.42\|31.39\|31.64\|29.19\|74481;2026-06-10\|29.01\|-5.29\|30.85\|30.98\|29.01\|42706;2026-06-11\|31.91\|10.00\|29.09\|31.91\|28.68\|73345;2026-06-12\|33.19\|4.01\|31.90\|33.51\|31.56\|100999;2026-06-15\|33.70\|1.54\|32.87\|34.20\|32.55\|77075;2026-06-16\|32.45\|-3.71\|33.73\|33.99\|32.45\|66179;2026-06-17\|32.22\|-0.71\|32.30\|33.03\|31.99\|49087;2026-06-18\|33.49\|3.94\|32.00\|34.31\|31.81\|86127;2026-06-22\|32.66\|-2.48\|33.53\|33.92\|32.19\|64170;2026-06-23\|32.80\|0.43\|32.34\|33.50\|32.13\|43096;2026-06-24\|31.33\|-4.48\|32.58\|32.85\|31.24\|49041;2026-06-25\|31.02\|-0.99\|31.75\|31.75\|30.31\|41092;2026-06-26\|31.03\|0.03\|30.50\|31.61\|30.01\|41965;2026-06-29\|31.15\|0.39\|31.01\|31.57\|30.29\|35369;2026-06-30\|32.40\|4.01\|31.00\|32.66\|30.65\|49412;2026-07-01\|32.55\|0.46\|32.32\|32.93\|31.85\|37821;2026-07-02\|32.19\|-1.11\|32.23\|33.26\|32.01\|36742;2026-07-03\|32.77\|1.80\|32.10\|33.00\|32.00\|41391;2026-07-06\|31.21\|-4.76\|32.60\|32.70\|31.06\|38647;2026-07-07\|28.37\|-9.10\|31.79\|31.88\|28.21\|64197;2026-07-08\|26.88\|-5.25\|29.73\|29.79\|26.40\|52674;2026-07-09\|26.45\|-1.60\|26.30\|27.42\|26.17\|46272;2026-07-10\|25.82\|-2.38\|26.21\|26.45\|25.82\|41179;2026-07-13\|23.70\|-8.21\|25.71\|25.82\|23.51\|54280;2026-07-14\|24.46\|3.21\|23.82\|24.71\|23.82\|49828;2026-07-15\|24.16\|-1.23\|24.43\|24.70\|23.91\|27659;2026-07-16\|23.70\|-1.90\|24.26\|24.26\|23.48\|32011;2026-07-17\|22.47\|-5.19\|23.90\|23.90\|22.15\|37794;2026-07-20\|21.91\|-2.49\|22.71\|22.98\|21.47\|41266;2026-07-21\|23.09\|5.39\|22.02\|23.13\|21.45\|50377;2026-07-22\|22.26\|-3.59\|23.17\|23.18\|22.20\|34152;2026-07-23\|22.00\|-1.17\|22.14\|22.45\|21.92\|23266;2026-07-24\|21.62\|-1.73\|21.83\|22.10\|21.45\|19980;2026-07-27\|22.53\|4.21\|21.41\|22.62\|21.01\|33844;2026-07-28\|22.84\|1.38\|22.54\|22.99\|22.16\|28220;2026-07-29\|23.14\|1.31\|22.87\|23.23\|22.36\|30927;2026-07-30\|22.80\|-1.47\|23.16\|23.49\|22.61\|23027;2026-07-31\|23.04\|1.05\|23.07\|23.65\|22.91\|32157;2026-08-03\|24.22\|5.12\|23.02\|24.30\|23.01\|37031;2026-08-04\|24.40\|0.74\|24.18\|24.63\|24.00\|23043;2026-08-05\|24.58\|0.74\|24.48\|24.85\|24.18\|23206;2026-08-06\|24.68\|0.41\|24.20\|24.75\|24.20\|19964;2026-08-07\|23.67\|-4.09\|24.53\|24.68\|23.60\|56001;2026-08-10\|23.36\|-1.31\|24.06\|24.10\|23.07\|57038;2026-08-11\|22.85\|-2.18\|23.34\|23.47\|22.84\|42701;2026-08-12\|22.65\|-0.88\|22.79\|23.08\|22.56\|52834;2026-08-13\|22.88\|1.02\|22.70\|23.31\|22.52\|49467;2026-08-14\|22.25\|-2.75\|22.87\|22.98\|22.12\|35777;2026-08-17\|22.53\|1.26\|22.29\|22.59\|21.91\|32098;2026-08-18\|21.87\|-2.93\|22.55\|22.55\|21.86\|36003;2026-08-19\|20.49\|-6.31\|21.66\|21.95\|20.43\|45743;2026-08-20\|20.66\|0.83\|20.70\|21.02\|20.55\|30228;2026-08-21\|20.76\|0.48\|20.79\|21.08\|20.46\|28450;2026-08-24\|21.13\|1.78\|20.81\|21.63\|20.52\|46569;2026-08-25\|21.57\|2.08\|21.19\|21.57\|20.87\|34886;2026-08-26\|21.18\|-1.81\|21.56\|21.57\|21.04\|39012;2026-08-27\|21.23\|0.24\|21.16\|21.41\|20.88\|40523;2026-08-28\|21.31\|0.38\|21.23\|21.70\|21.17\|30745;2026-08-31\|21.92\|2.86\|21.45\|22.55\|21.00\|74644;2026-09-01\|21.46\|-2.10\|21.80\|21.88\|21.28\|41581;2026-09-02\|20.94\|-2.42\|21.31\|21.38\|20.67\|35621;2026-09-03\|21.08\|0.67\|21.13\|21.23\|20.90\|28117;2026-09-04\|20.74\|-1.61\|21.22\|21.38\|20.66\|29934;2026-09-07\|20.42\|-1.54\|20.74\|20.96\|20.28\|51194;2026-09-08\|20.30\|-0.59\|20.43\|20.53\|20.12\|32387;2026-09-09\|20.01\|-0.05\|20.10\|20.25\|19.90\|32202;2026-09-10\|19.72\|-1.45\|20.00\|20.16\|19.72\|25797;2026-09-11\|19.17\|-2.79\|19.66\|19.66\|18.89\|34088;2026-09-14\|19.25\|0.42\|19.10\|19.45\|19.01\|28849;2026-09-15\|19.72\|2.44\|19.24\|19.91\|19.14\|40305
113961	宇树科技科创板IPO过会	家庭具身机器人+小米概念+定增受理行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-05-12\|33.25\|-6.10\|35.45\|36.58\|32.97\|75726;2026-05-13\|30.27\|-8.96\|32.92\|32.92\|30.00\|84482;2026-05-14\|29.84\|-1.42\|30.48\|31.25\|29.84\|45341;2026-05-15\|29.94\|0.34\|29.97\|30.66\|29.53\|34075;2026-05-18\|32.93\|9.99\|29.97\|32.93\|29.97\|61115;2026-05-19\|32.59\|-1.03\|34.60\|36.22\|31.47\|140200;2026-05-20\|32.10\|-1.50\|32.67\|32.87\|31.53\|59719;2026-05-21\|30.78\|-4.11\|32.08\|33.20\|30.78\|59029;2026-05-22\|30.85\|0.23\|30.80\|33.30\|30.74\|65178;2026-05-25\|29.54\|-4.25\|30.81\|30.85\|29.40\|46697;2026-05-26\|30.67\|3.83\|29.08\|31.81\|28.63\|65758;2026-05-27\|29.43\|-4.04\|29.96\|31.03\|29.40\|48395;2026-05-28\|27.95\|-5.03\|28.81\|29.58\|27.85\|36345;2026-05-29\|26.68\|-4.54\|28.50\|28.63\|26.61\|29831;2026-06-01\|27.03\|1.31\|26.71\|27.70\|26.10\|28362;2026-06-02\|26.62\|-1.52\|26.91\|27.43\|25.85\|21168;2026-06-03\|26.13\|-1.84\|26.88\|26.92\|25.90\|22002;2026-06-04\|25.83\|-1.15\|25.72\|26.26\|25.52\|13113;2026-06-05\|25.68\|-0.58\|25.83\|26.39\|24.87\|21678;2026-06-08\|24.52\|-4.52\|24.52\|25.59\|24.02\|19709;2026-06-09\|24.25\|-1.10\|24.52\|24.88\|23.94\|18943;2026-06-10\|23.16\|-4.49\|24.27\|24.27\|22.65\|24348;2026-06-11\|25.48\|10.02\|22.95\|25.48\|22.80\|26044;2026-06-12\|22.93\|-10.01\|25.73\|25.76\|22.93\|73898;2026-06-15\|22.93\|0.00\|22.93\|23.83\|22.65\|59329;2026-06-16\|24.56\|7.11\|22.67\|25.22\|22.32\|83511;2026-06-17\|24.50\|-0.24\|24.31\|25.05\|23.80\|51853;2026-06-18\|23.30\|-4.90\|24.17\|24.75\|23.01\|40073;2026-06-22\|23.47\|0.73\|23.53\|23.64\|22.38\|31975;2026-06-23\|23.21\|-1.11\|23.30\|23.50\|22.84\|23570;2026-06-24\|22.85\|-1.55\|23.00\|23.20\|22.33\|23484;2026-06-25\|22.38\|-2.06\|22.85\|24.25\|22.31\|43025;2026-06-26\|23.20\|3.66\|22.88\|24.62\|22.22\|93006;2026-06-29\|24.75\|6.68\|22.61\|24.85\|21.40\|105912;2026-06-30\|27.23\|10.02\|24.58\|27.23\|24.58\|55835;2026-07-01\|27.65\|1.54\|27.99\|28.08\|26.61\|72319;2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851;2026-07-13\|21.45\|-6.66\|23.00\|23.10\|21.27\|24500;2026-07-14\|21.94\|2.28\|21.50\|22.22\|20.77\|20014;2026-07-15\|24.13\|9.98\|21.71\|24.13\|21.71\|43892;2026-07-16\|24.15\|0.08\|24.00\|25.09\|23.66\|58310;2026-07-17\|22.22\|-7.99\|24.38\|24.69\|21.74\|44860;2026-07-20\|20.00\|-9.99\|22.63\|22.77\|20.00\|38555;2026-07-21\|19.90\|-0.50\|20.00\|20.30\|18.20\|41561;2026-07-22\|19.78\|-0.60\|19.74\|20.43\|19.44\|26891;2026-07-23\|19.68\|-0.51\|19.49\|19.99\|19.32\|17577;2026-07-24\|19.63\|-0.25\|19.49\|19.85\|19.02\|17501;2026-07-27\|21.59\|9.98\|19.60\|21.59\|19.21\|25564;2026-07-28\|21.83\|1.11\|21.59\|23.55\|21.29\|59484;2026-07-29\|21.10\|-3.34\|21.72\|22.58\|20.77\|45854;2026-07-30\|19.87\|-5.83\|20.96\|21.29\|19.75\|35251;2026-07-31\|21.55\|8.46\|20.38\|21.86\|20.38\|55850;2026-08-03\|22.11\|2.60\|21.28\|22.55\|21.28\|41555;2026-08-04\|23.76\|7.46\|22.19\|23.77\|21.92\|33496;2026-08-05\|26.14\|10.02\|24.10\|26.14\|23.50\|24594;2026-08-06\|28.17\|7.77\|26.43\|28.21\|25.83\|75798;2026-08-07\|28.50\|1.17\|28.03\|28.96\|26.50\|64080;2026-08-10\|27.25\|-4.39\|28.65\|28.98\|26.85\|51152;2026-08-11\|27.80\|2.02\|27.00\|28.55\|26.00\|42992;2026-08-12\|27.20\|-2.16\|27.81\|28.80\|27.10\|37825;2026-08-13\|26.98\|-0.81\|27.40\|27.86\|26.88\|28731;2026-08-14\|26.55\|-1.59\|26.72\|27.50\|26.30\|22687;2026-08-17\|29.21\|10.02\|26.55\|29.21\|26.55\|22699;2026-08-18\|27.29\|-6.57\|29.44\|29.61\|26.50\|81704;2026-08-19\|26.28\|-3.70\|27.00\|29.20\|26.28\|68879;2026-08-20\|27.26\|3.73\|26.52\|27.47\|25.38\|49297;2026-08-21\|27.97\|2.60\|27.47\|28.36\|26.81\|38345;2026-08-24\|25.17\|-10.01\|28.60\|28.60\|25.17\|38137;2026-08-25\|24.50\|-2.66\|24.02\|26.25\|24.02\|60255;2026-08-26\|23.78\|-2.94\|24.50\|25.11\|23.76\|37430;2026-08-27\|23.87\|0.38\|23.71\|24.37\|23.66\|33808;2026-08-28\|24.08\|0.88\|24.02\|24.24\|23.70\|26114;2026-08-31\|25.00\|3.82\|23.96\|25.17\|23.26\|45374;2026-09-01\|24.84\|-0.64\|24.70\|25.88\|24.46\|44659;2026-09-02\|25.28\|1.77\|24.60\|25.30\|24.25\|29738;2026-09-03\|25.68\|1.58\|25.18\|25.90\|25.18\|28665;2026-09-04\|25.25\|-1.67\|25.59\|25.88\|24.95\|26999;2026-09-07\|26.61\|5.39\|25.26\|26.79\|25.26\|25521;2026-09-08\|26.80\|0.71\|26.60\|27.20\|25.98\|33056;2026-09-09\|27.15\|1.31\|26.81\|27.45\|26.21\|36201;2026-09-10\|28.95\|6.63\|27.27\|29.44\|25.70\|67807;2026-09-11\|28.54\|-1.42\|29.00\|29.97\|27.72\|72556;2026-09-14\|31.39\|9.99\|28.47\|31.39\|28.15\|47366;2026-09-15\|32.59\|3.82\|32.70\|33.54\|31.59\|120646
113960	宇树科技科创板IPO过会	液冷服务器+人形机器人+汽车零部件+分红计划行业原因：据证券时报，6月2日晚间，上交所官网显示，宇树科技科创板IPO于6月1日过会，并于6月2日“闪电”提交注册，刷新2026年以来科创板IPO的审核纪录。此外，6月2日，英伟达CEO黄仁勋宣布，英伟达将与宇树科技联手推出新一代人形机器人参考设计“H2Plus”，该产品将于今年下半年正式上市。公司原因： 1、据2026年4月23日年报及2025年8月27日投资者关系活动记录表，公司通信设备结构件业务营收3.65亿元，同比增长145.99%；公司已为超聚变、华鲲振宇等供应服务器液冷相关产品，并正与算力服务器头部企业接洽，拓展液冷模组、快接头、CDU等关键零部件。 2、据2025年9月19日投资者关系活动记录表及2026年4月23日年报，公司积极布局具身智能赛道，已与广东省科学院共建“人形机器人关键零部件联合技术创新中心”，并成立祥鑫东莞智能机器人有限公司。 3、公司主营汽车精密冲压模具、动力电池箱体及车身结构件等，深度绑定头部车企；据2026年5月15日互动易，公司间接为T客户的汽车及新兴业务提供结构件产品。 4、据2026年6月2日公告，公司2025年度权益分派拟每10股派发现金股利2.00元，股权登记日为2026年6月9日。	公司与广东省科学院智能制造研究所共建人形机器人关键零部件联合技术创新中心	2026-05-12\|35.29\|0.34\|35.11\|36.09\|34.66\|137423;2026-05-13\|35.55\|0.74\|35.14\|35.72\|34.88\|109069;2026-05-14\|34.69\|-2.42\|35.60\|35.94\|34.29\|109312;2026-05-15\|35.82\|3.26\|34.69\|36.50\|34.69\|164463;2026-05-18\|35.07\|-2.09\|35.37\|35.47\|34.75\|99382;2026-05-19\|36.78\|4.88\|35.13\|37.37\|34.60\|150957;2026-05-20\|36.29\|-1.33\|36.18\|36.95\|35.78\|81551;2026-05-21\|38.07\|4.90\|36.33\|38.59\|36.33\|206577;2026-05-22\|37.48\|-1.55\|38.02\|38.18\|37.01\|137504;2026-05-25\|36.79\|-1.84\|37.80\|37.85\|36.40\|92862;2026-05-26\|35.37\|-3.86\|36.30\|36.30\|35.00\|120002;2026-05-27\|34.08\|-3.65\|35.37\|35.65\|33.88\|86818;2026-05-28\|34.49\|1.20\|34.00\|35.28\|33.88\|70676;2026-05-29\|32.60\|-5.48\|34.73\|34.81\|32.10\|94475;2026-06-01\|32.20\|-1.23\|32.42\|33.33\|32.10\|56756;2026-06-02\|32.27\|0.22\|32.33\|32.60\|31.35\|54307;2026-06-03\|35.50\|10.01\|32.28\|35.50\|32.23\|77865;2026-06-04\|36.67\|3.30\|36.00\|37.25\|35.56\|178488;2026-06-05\|37.82\|3.14\|36.67\|38.46\|36.07\|179733;2026-06-08\|37.12\|-1.85\|37.00\|38.09\|36.70\|117536;2026-06-09\|37.03\|-0.24\|37.30\|37.59\|36.38\|85246;2026-06-10\|35.04\|-4.86\|36.51\|36.70\|34.90\|108934;2026-06-11\|38.54\|9.99\|35.04\|38.54\|34.93\|154169;2026-06-12\|39.58\|2.70\|40.47\|41.99\|38.92\|344916;2026-06-15\|40.47\|2.25\|39.71\|40.70\|39.01\|188337;2026-06-16\|42.92\|6.05\|40.44\|43.49\|40.20\|230640;2026-06-17\|42.50\|-0.98\|42.47\|43.63\|42.03\|137057;2026-06-18\|43.92\|3.34\|42.20\|44.27\|41.79\|176280;2026-06-22\|43.47\|-1.02\|45.00\|45.58\|42.32\|152018;2026-06-23\|42.86\|-1.40\|43.59\|44.60\|42.64\|130670;2026-06-24\|42.87\|0.02\|42.45\|43.30\|41.50\|121833;2026-06-25\|47.16\|10.01\|46.66\|47.16\|42.12\|269103;2026-06-26\|51.88\|10.01\|48.52\|51.88\|48.52\|230811;2026-06-29\|49.51\|-4.57\|50.00\|53.38\|49.29\|391212;2026-06-30\|50.95\|2.91\|49.52\|52.18\|47.95\|254844;2026-07-01\|50.92\|-0.06\|53.50\|54.51\|50.66\|216680;2026-07-02\|51.18\|0.51\|50.01\|52.57\|49.30\|195856;2026-07-03\|52.60\|2.77\|50.77\|53.50\|49.13\|226104;2026-07-06\|54.31\|3.25\|52.90\|57.86\|52.26\|331607;2026-07-07\|53.01\|-2.39\|53.51\|56.00\|52.48\|194068;2026-07-08\|51.46\|-2.92\|53.57\|56.16\|51.00\|167337;2026-07-09\|51.25\|-0.41\|52.00\|52.10\|49.12\|171987;2026-07-10\|51.41\|0.31\|51.00\|55.48\|50.86\|157291;2026-07-13\|49.42\|-3.87\|51.42\|53.13\|48.98\|146352;2026-07-14\|50.12\|1.42\|49.62\|50.29\|47.00\|162419;2026-07-15\|49.72\|-0.80\|50.67\|51.16\|46.11\|160582;2026-07-16\|50.60\|1.77\|49.11\|52.38\|49.00\|176292;2026-07-17\|45.54\|-10.00\|50.62\|50.79\|45.54\|170884;2026-07-20\|40.99\|-9.99\|46.00\|47.15\|40.99\|223318;2026-07-21\|42.65\|4.05\|40.58\|42.84\|36.93\|286544;2026-07-22\|42.50\|-0.35\|43.88\|44.50\|41.31\|160258;2026-07-23\|42.98\|1.13\|42.12\|43.80\|41.91\|106941;2026-07-24\|40.31\|-6.21\|42.17\|42.90\|39.83\|113502;2026-07-27\|40.52\|0.52\|39.99\|40.77\|38.34\|123091;2026-07-28\|36.47\|-10.00\|39.67\|40.62\|36.47\|145622;2026-07-29\|32.82\|-10.01\|34.82\|35.40\|32.82\|218435;2026-07-30\|29.54\|-9.99\|31.82\|32.49\|29.54\|147744;2026-07-31\|29.04\|-1.69\|29.57\|31.66\|28.52\|314023;2026-08-03\|27.23\|-6.23\|28.85\|28.93\|27.20\|272188;2026-08-04\|28.94\|6.28\|27.48\|29.90\|27.05\|244129;2026-08-05\|30.85\|6.60\|28.60\|31.55\|28.08\|224062;2026-08-06\|31.40\|1.78\|30.50\|31.48\|30.08\|162040;2026-08-07\|33.42\|6.43\|31.96\|33.86\|30.76\|235166;2026-08-10\|32.11\|-3.92\|35.09\|35.60\|31.88\|229518;2026-08-11\|31.58\|-1.65\|31.81\|32.11\|30.71\|148833;2026-08-12\|32.13\|1.74\|31.75\|32.38\|31.37\|112583;2026-08-13\|31.68\|-1.40\|32.30\|32.97\|31.68\|127736;2026-08-14\|33.11\|4.51\|32.00\|33.20\|31.74\|141697;2026-08-17\|34.33\|3.68\|33.50\|34.44\|32.35\|178284;2026-08-18\|34.29\|-0.12\|34.12\|34.32\|32.81\|156619;2026-08-19\|30.86\|-10.00\|33.70\|33.70\|30.86\|158372;2026-08-20\|30.13\|-2.37\|30.97\|30.97\|29.80\|138061;2026-08-21\|31.56\|4.75\|30.10\|31.87\|29.76\|162623;2026-08-24\|29.88\|-5.32\|31.47\|31.51\|29.16\|143854;2026-08-25\|30.83\|3.18\|29.52\|31.05\|29.18\|118102;2026-08-26\|30.52\|-1.01\|30.85\|32.00\|29.91\|96828;2026-08-27\|31.37\|2.79\|30.69\|31.78\|30.60\|133170;2026-08-28\|30.70\|-2.14\|31.34\|32.14\|30.69\|105820;2026-08-31\|31.52\|2.67\|30.17\|31.69\|29.80\|110215;2026-09-01\|30.98\|-1.71\|31.52\|31.79\|30.70\|90643;2026-09-02\|31.23\|0.81\|30.68\|31.48\|30.18\|85332;2026-09-03\|32.10\|2.79\|31.71\|32.56\|31.28\|148211;2026-09-04\|29.97\|-6.64\|32.29\|32.40\|29.76\|169280;2026-09-07\|30.63\|2.20\|30.00\|31.13\|29.80\|127526;2026-09-08\|29.80\|-2.71\|30.63\|30.67\|29.62\|97451;2026-09-09\|29.16\|-2.15\|29.90\|30.19\|29.00\|72100;2026-09-10\|28.21\|-3.26\|29.00\|29.15\|28.10\|94010;2026-09-11\|27.56\|-2.30\|27.86\|27.86\|26.64\|99256;2026-09-14\|27.68\|0.44\|27.44\|27.89\|26.95\|60870;2026-09-15\|27.33\|-1.26\|27.49\|27.93\|27.08\|53437
113959	宇树科技科创板IPO过会	机器人概念+电磁线+一季报增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司已向下游个别电机企业送样测试机器人相关电磁线但未实现销售，未来进展取决于下游合作情况，存在不确定性。 2、据2026年5月15日互动易，2026年一季度电磁线实现主营业务收入20.03亿元，同比增长25.11%，产销量稳步增长；据2025年年报，公司电磁线业务年内实现净利润2.20亿元，同比增长20.88%。 3、据2025年年报及2026年6月1日机构调研，公司坚持电磁线主业发展战略，正在逐步清理地产业务，加速房地产尾盘清盘及无项目公司注销，推进战略转型。	公司位于福建福州，已向下游个别电机企业送样测试机器人相关电磁线	2026-05-12\|3.39\|-1.74\|3.44\|3.45\|3.38\|290516;2026-05-13\|3.58\|5.60\|3.41\|3.59\|3.39\|480240;2026-05-14\|3.37\|-5.87\|3.58\|3.61\|3.37\|403647;2026-05-15\|3.29\|-2.37\|3.37\|3.40\|3.27\|303201;2026-05-18\|3.31\|0.61\|3.30\|3.32\|3.23\|223199;2026-05-19\|3.35\|1.21\|3.30\|3.36\|3.27\|210505;2026-05-20\|3.29\|-1.79\|3.33\|3.33\|3.25\|188313;2026-05-21\|3.15\|-4.26\|3.31\|3.32\|3.13\|245827;2026-05-22\|3.20\|1.59\|3.16\|3.24\|3.12\|203197;2026-05-25\|3.17\|-0.94\|3.20\|3.23\|3.14\|172101;2026-05-26\|3.13\|-1.26\|3.18\|3.18\|3.08\|216270;2026-05-27\|3.05\|-2.56\|3.13\|3.14\|3.03\|193103;2026-05-28\|3.11\|1.97\|3.04\|3.14\|3.04\|248304;2026-05-29\|3.04\|-2.25\|3.11\|3.15\|3.00\|257920;2026-06-01\|3.14\|3.29\|3.04\|3.17\|3.01\|293256;2026-06-02\|3.08\|-1.91\|3.14\|3.15\|3.03\|242726;2026-06-03\|3.05\|-0.97\|3.09\|3.10\|3.02\|190096;2026-06-04\|3.02\|-0.98\|3.04\|3.07\|2.99\|201479;2026-06-05\|3.01\|0.67\|3.02\|3.06\|2.96\|234556;2026-06-08\|2.90\|-3.65\|2.96\|3.03\|2.85\|276493;2026-06-09\|2.89\|-0.34\|2.92\|2.93\|2.85\|193454;2026-06-10\|2.87\|-0.69\|2.89\|2.90\|2.82\|183230;2026-06-11\|3.16\|10.10\|2.89\|3.16\|2.86\|396369;2026-06-12\|3.48\|10.13\|3.27\|3.48\|3.17\|1133220;2026-06-15\|3.58\|2.87\|3.45\|3.72\|3.35\|1584141;2026-06-16\|3.63\|1.40\|3.50\|3.67\|3.46\|1135989;2026-06-17\|3.38\|-6.89\|3.59\|3.60\|3.36\|780861;2026-06-18\|3.39\|0.30\|3.39\|3.43\|3.28\|460309;2026-06-22\|3.44\|1.47\|3.38\|3.55\|3.35\|634302;2026-06-23\|3.35\|-2.62\|3.40\|3.49\|3.32\|471116;2026-06-24\|3.16\|-5.67\|3.34\|3.36\|3.13\|495475;2026-06-25\|3.09\|-2.22\|3.18\|3.18\|3.03\|410227;2026-06-26\|2.96\|-4.21\|3.07\|3.08\|2.96\|337518;2026-06-29\|2.88\|-2.70\|2.96\|2.97\|2.81\|389036;2026-06-30\|2.90\|0.69\|2.86\|2.91\|2.76\|286246;2026-07-01\|2.94\|1.38\|2.89\|3.03\|2.81\|353844;2026-07-02\|2.96\|0.68\|2.94\|3.13\|2.91\|495195;2026-07-03\|2.92\|-1.35\|2.93\|2.98\|2.88\|313027;2026-07-06\|2.89\|-1.03\|2.91\|2.98\|2.87\|266790;2026-07-07\|2.78\|-3.81\|2.89\|2.89\|2.75\|246199;2026-07-08\|2.74\|-1.44\|2.77\|2.78\|2.70\|194653;2026-07-09\|2.73\|-0.36\|2.74\|2.77\|2.63\|246762;2026-07-10\|2.75\|0.73\|2.73\|2.83\|2.68\|231874;2026-07-13\|2.65\|-3.64\|2.72\|2.77\|2.63\|217376;2026-07-14\|2.84\|7.17\|2.65\|2.84\|2.61\|319462;2026-07-15\|2.81\|-1.06\|2.78\|2.85\|2.77\|226347;2026-07-16\|2.84\|1.07\|2.77\|2.96\|2.77\|294273;2026-07-17\|2.69\|-5.28\|2.84\|2.86\|2.67\|240671;2026-07-20\|2.63\|-2.23\|2.70\|2.76\|2.58\|266291;2026-07-21\|2.54\|-3.42\|2.63\|2.63\|2.47\|312463;2026-07-22\|2.49\|-1.97\|2.53\|2.57\|2.47\|211159;2026-07-23\|2.61\|4.82\|2.49\|2.62\|2.48\|256382;2026-07-24\|2.51\|-3.83\|2.58\|2.62\|2.50\|155028;2026-07-27\|2.59\|3.19\|2.50\|2.60\|2.50\|162571;2026-07-28\|2.60\|0.39\|2.58\|2.65\|2.57\|169676;2026-07-29\|2.68\|3.08\|2.61\|2.70\|2.58\|243977;2026-07-30\|2.64\|-1.49\|2.66\|2.73\|2.62\|184898;2026-07-31\|2.68\|1.52\|2.65\|2.70\|2.65\|158487;2026-08-03\|2.76\|2.99\|2.68\|2.78\|2.68\|190939;2026-08-04\|2.77\|0.36\|2.81\|2.82\|2.75\|172941;2026-08-05\|2.76\|-0.36\|2.77\|2.79\|2.72\|176254;2026-08-06\|2.77\|0.36\|2.76\|2.78\|2.70\|172162;2026-08-07\|2.73\|-1.44\|2.77\|2.77\|2.68\|158042;2026-08-10\|2.82\|3.30\|2.74\|2.82\|2.72\|264248;2026-08-11\|2.79\|-1.06\|2.81\|2.83\|2.76\|167003;2026-08-12\|2.88\|3.23\|2.79\|2.89\|2.79\|220930;2026-08-13\|2.81\|-2.43\|2.87\|2.88\|2.81\|203248;2026-08-14\|2.80\|-0.36\|2.83\|2.84\|2.76\|159818;2026-08-17\|2.85\|1.79\|2.80\|2.85\|2.77\|172923;2026-08-18\|2.81\|-1.40\|2.86\|2.86\|2.78\|118432;2026-08-19\|2.72\|-3.20\|2.78\|2.80\|2.72\|187939;2026-08-20\|2.79\|2.57\|2.75\|2.81\|2.73\|155125;2026-08-21\|2.80\|0.36\|2.80\|2.81\|2.72\|127947;2026-08-24\|2.76\|-1.43\|2.81\|2.81\|2.73\|119215;2026-08-25\|2.84\|2.90\|2.75\|2.86\|2.73\|164459;2026-08-26\|2.88\|1.41\|2.84\|2.92\|2.84\|172625;2026-08-27\|2.88\|0.00\|2.90\|2.90\|2.84\|151818;2026-08-28\|2.93\|1.74\|2.87\|2.95\|2.86\|194226;2026-08-31\|2.89\|-1.37\|2.91\|2.98\|2.87\|183572;2026-09-01\|2.91\|0.69\|2.90\|2.94\|2.86\|254638;2026-09-02\|2.91\|0.00\|2.89\|2.91\|2.83\|161796;2026-09-03\|2.87\|-1.37\|2.93\|2.93\|2.86\|173441;2026-09-04\|2.86\|-0.35\|2.89\|2.92\|2.85\|182925;2026-09-07\|2.89\|1.05\|2.86\|2.91\|2.86\|159218;2026-09-08\|2.92\|1.04\|2.90\|2.93\|2.88\|239658;2026-09-09\|2.90\|-0.68\|2.91\|2.93\|2.88\|175007;2026-09-10\|2.86\|-1.38\|2.91\|2.91\|2.84\|190270;2026-09-11\|2.79\|-2.45\|2.85\|2.85\|2.75\|191567;2026-09-14\|2.79\|0.00\|2.79\|2.82\|2.75\|157159;2026-09-15\|2.70\|-3.23\|2.79\|2.80\|2.69\|177239
113958		中标8.82亿元+水利建设+国企改革 1、据2026年6月24日公告，公司签署了“中联金地贺州数字智慧农业产业园项目EPC总承包二标段”重大合同；另据2026年6月26日公告，公司参与的联合体中标“乐平市农产品智慧仓储和物流设施建设项目”，中标金额为8.82亿元。 2、据2025年年度报告，公司是国内最早专业从事海堤工程建设的公司之一，主营业务覆盖水利、市政、房建等建设领域，在堤防工程建设细分市场处于领先地位，拥有国家级工法3项、省部级工法52项及发明专利55项。 3、据2025年年度报告，公司控股股东为宁波舜农集团有限公司，实际控制人为余姚市国有资产管理中心。	公司签署6.54亿元重大合同	2026-05-12\|4.65\|-0.85\|4.68\|4.72\|4.64\|63543;2026-05-13\|4.57\|-1.72\|4.66\|4.67\|4.54\|93087;2026-05-14\|4.47\|-2.19\|4.57\|4.66\|4.47\|77753;2026-05-15\|4.52\|1.12\|4.47\|4.60\|4.43\|63092;2026-05-18\|4.43\|-1.99\|4.53\|4.53\|4.40\|53946;2026-05-19\|4.44\|0.23\|4.46\|4.47\|4.24\|89294;2026-05-20\|4.34\|-2.25\|4.42\|4.42\|4.31\|51015;2026-05-21\|4.24\|-2.30\|4.35\|4.47\|4.24\|88046;2026-05-22\|4.22\|-0.47\|4.28\|4.28\|4.18\|79664;2026-05-25\|4.27\|1.18\|4.23\|4.37\|4.15\|93922;2026-05-26\|4.39\|2.81\|4.28\|4.48\|4.16\|138068;2026-05-27\|4.40\|0.23\|4.40\|4.50\|4.33\|76935;2026-05-28\|4.45\|1.14\|4.37\|4.49\|4.37\|38211;2026-05-29\|4.42\|-0.67\|4.46\|4.47\|4.38\|38705;2026-06-01\|4.34\|-1.81\|4.44\|4.44\|4.33\|31286;2026-06-02\|4.28\|-1.38\|4.33\|4.33\|4.26\|36223;2026-06-03\|4.07\|-4.91\|4.28\|4.28\|4.07\|121572;2026-06-04\|4.06\|-0.25\|4.06\|4.12\|3.87\|140964;2026-06-05\|3.98\|-1.97\|4.06\|4.13\|3.98\|47123;2026-06-08\|3.84\|-3.52\|3.90\|3.96\|3.79\|74364;2026-06-09\|3.78\|-1.56\|3.86\|3.90\|3.77\|41650;2026-06-10\|3.75\|-0.79\|3.80\|3.80\|3.70\|32738;2026-06-11\|3.94\|5.07\|3.77\|3.94\|3.70\|91894;2026-06-12\|3.90\|-1.02\|3.96\|4.10\|3.87\|69291;2026-06-15\|3.92\|0.51\|3.92\|3.98\|3.86\|45642;2026-06-16\|3.82\|-2.55\|3.92\|3.92\|3.77\|55972;2026-06-17\|3.66\|-4.19\|3.82\|3.82\|3.63\|67982;2026-06-18\|3.55\|-3.01\|3.69\|3.69\|3.51\|89453;2026-06-22\|3.43\|-3.38\|3.49\|3.55\|3.37\|110846;2026-06-23\|3.49\|1.75\|3.46\|3.60\|3.40\|93473;2026-06-24\|3.56\|2.01\|3.44\|3.62\|3.42\|59685;2026-06-25\|3.40\|-4.49\|3.57\|3.57\|3.38\|71403;2026-06-26\|3.50\|2.94\|3.56\|3.56\|3.41\|85953;2026-06-29\|3.50\|0.00\|3.47\|3.61\|3.37\|61917;2026-06-30\|3.68\|5.14\|3.49\|3.68\|3.45\|63226;2026-07-01\|3.86\|4.89\|3.77\|3.86\|3.72\|103472;2026-07-02\|4.05\|4.92\|3.80\|4.05\|3.80\|88805;2026-07-03\|4.04\|-0.25\|4.10\|4.16\|3.92\|100015;2026-07-06\|3.82\|-5.45\|4.09\|4.16\|3.82\|64890;2026-07-07\|3.73\|-2.36\|3.83\|3.88\|3.70\|44215;2026-07-08\|3.67\|-1.61\|3.72\|3.78\|3.61\|47795;2026-07-09\|3.69\|0.55\|3.62\|3.75\|3.60\|39866;2026-07-10\|3.95\|7.05\|3.70\|3.97\|3.64\|77428;2026-07-13\|3.87\|-2.03\|3.90\|4.04\|3.85\|50550;2026-07-14\|3.88\|0.26\|3.83\|3.98\|3.83\|37385;2026-07-15\|3.75\|-3.35\|3.89\|3.91\|3.72\|29312;2026-07-16\|3.74\|-0.27\|3.76\|3.77\|3.70\|15874;2026-07-17\|3.60\|-3.74\|3.79\|3.79\|3.55\|44300;2026-07-20\|3.39\|-5.83\|3.56\|3.70\|3.32\|50418;2026-07-21\|3.45\|1.77\|3.40\|3.46\|3.32\|30695;2026-07-22\|3.37\|-2.32\|3.40\|3.47\|3.34\|41220;2026-07-23\|3.43\|1.78\|3.42\|3.43\|3.37\|25318;2026-07-24\|3.56\|3.79\|3.41\|3.61\|3.39\|39359;2026-07-27\|3.56\|0.00\|3.56\|3.57\|3.49\|44930;2026-07-28\|3.53\|-0.84\|3.54\|3.57\|3.49\|19116;2026-07-29\|3.53\|0.00\|3.53\|3.55\|3.50\|18364;2026-07-30\|3.42\|-3.12\|3.53\|3.53\|3.38\|30730;2026-07-31\|3.45\|0.88\|3.43\|3.50\|3.43\|29168;2026-08-03\|3.44\|-0.29\|3.44\|3.46\|3.38\|36922;2026-08-04\|3.49\|1.45\|3.44\|3.55\|3.39\|40690;2026-08-05\|3.59\|2.87\|3.49\|3.63\|3.48\|48401;2026-08-06\|3.80\|5.85\|3.59\|3.83\|3.53\|77524;2026-08-07\|3.76\|-1.05\|3.75\|3.81\|3.70\|49015;2026-08-10\|3.80\|1.06\|3.76\|3.85\|3.68\|41623;2026-08-11\|3.81\|0.26\|3.83\|3.93\|3.78\|33268;2026-08-12\|3.77\|-1.05\|3.80\|3.86\|3.76\|61204;2026-08-13\|4.00\|6.10\|4.10\|4.12\|3.96\|149804;2026-08-14\|4.14\|3.50\|4.00\|4.25\|4.00\|92219;2026-08-17\|4.31\|4.11\|4.10\|4.40\|4.07\|114317;2026-08-18\|4.29\|-0.46\|4.35\|4.36\|4.21\|84552;2026-08-19\|4.14\|-3.50\|4.28\|4.30\|4.10\|79319;2026-08-20\|4.40\|6.28\|4.15\|4.45\|4.14\|116472;2026-08-21\|4.66\|5.91\|4.31\|4.71\|4.31\|130054;2026-08-24\|4.45\|-4.51\|4.66\|4.77\|4.39\|126991;2026-08-25\|4.38\|-1.57\|4.47\|4.48\|4.27\|94801;2026-08-26\|4.29\|-2.05\|4.38\|4.38\|4.23\|101958;2026-08-27\|4.32\|0.70\|4.28\|4.40\|4.25\|52273;2026-08-31\|4.19\|-3.01\|4.27\|4.41\|4.14\|166270;2026-09-01\|4.34\|3.58\|4.15\|4.57\|4.10\|183371;2026-09-02\|4.18\|-3.69\|4.30\|4.33\|4.11\|108203;2026-09-03\|4.13\|-1.20\|4.20\|4.27\|4.13\|70656;2026-09-04\|4.03\|-2.42\|4.18\|4.18\|3.99\|138134;2026-09-07\|4.00\|-0.74\|3.99\|4.06\|3.96\|74934;2026-09-08\|4.08\|2.00\|4.00\|4.10\|4.00\|75535;2026-09-09\|4.01\|-1.72\|4.07\|4.10\|4.01\|72697;2026-09-10\|3.91\|-2.49\|4.00\|4.01\|3.91\|90801;2026-09-11\|3.89\|-0.51\|3.89\|3.96\|3.79\|120709;2026-09-14\|3.83\|-1.54\|3.85\|3.90\|3.81\|64366;2026-09-15\|3.80\|-0.78\|3.84\|3.93\|3.78\|124391
113957		摘帽预期+红外芯片+新能源订单行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年6月9日公告及2026年6月5日互动易，公司向深交所提交的撤销退市风险警示申请处于补充材料阶段，正积极推进后续工作；截至2026年一季度末，公司在手订单约2.22亿元。 2、据2025年年度报告，公司是国内少数拥有红外热成像相关核心芯片到整机系统全产业链完整的高新技术企业，也是国内唯一实现“非晶硅”和“氧化钒”双技术路线量产的非制冷红外焦平面探测器企业。 3、据2026年4月23日投资者关系活动记录表，公司2026年2月与某头部新能源企业签订冷库热像仪设备采购框架协议，合同金额约人民币8,887.94万元，成功切入新能源电池产业链。	1、公司整合在红外监控、光电惯导、图像识别及人工智能等领域的技术储备和研发投入，成功研发多型巡检机器人，电力巡检机器人批量供货，成功开拓巡检机器人在地铁轨道交通和IDC数据机房等领域的应用； 2、公司开发了“智能电网设备状态全息感知平台”可实时、准确监控电站各类安全状态，实现构建智能电站	2026-05-12\|18.93\|0.32\|18.87\|18.97\|18.71\|30821;2026-05-13\|19.73\|4.23\|18.99\|19.87\|18.82\|99852;2026-05-14\|19.39\|-1.72\|19.75\|20.14\|19.36\|58942;2026-05-15\|19.05\|-1.75\|19.36\|19.50\|18.80\|49577;2026-05-18\|18.64\|-2.15\|19.00\|19.04\|18.61\|47670;2026-05-19\|18.76\|0.64\|18.79\|18.86\|18.34\|27257;2026-05-20\|18.68\|-0.43\|18.78\|18.79\|18.57\|27338;2026-05-21\|18.55\|-0.70\|18.58\|19.15\|18.53\|33465;2026-05-22\|18.59\|0.22\|18.70\|18.79\|18.46\|31294;2026-05-25\|18.25\|-1.83\|18.56\|18.56\|18.15\|41605;2026-05-26\|17.34\|-4.99\|18.06\|18.06\|17.34\|53658;2026-05-27\|16.47\|-5.02\|16.47\|16.47\|16.47\|36806;2026-05-28\|15.65\|-4.98\|15.65\|15.65\|15.65\|22268;2026-05-29\|14.87\|-4.98\|14.87\|15.63\|14.87\|187726;2026-06-01\|14.13\|-4.98\|14.13\|14.13\|14.13\|30726;2026-06-02\|14.84\|5.02\|13.42\|14.84\|13.42\|245041;2026-06-03\|14.63\|-1.42\|14.45\|15.13\|14.22\|129223;2026-06-04\|14.14\|-3.35\|14.55\|14.66\|14.14\|65134;2026-06-05\|14.82\|4.81\|14.22\|14.85\|14.22\|88211;2026-06-08\|14.30\|-3.51\|14.51\|14.94\|14.26\|74275;2026-06-09\|14.29\|-0.07\|14.31\|14.47\|14.08\|34668;2026-06-10\|13.60\|-4.83\|14.29\|14.29\|13.58\|71692;2026-06-11\|14.28\|5.00\|13.59\|14.28\|13.30\|76893;2026-06-12\|14.99\|4.97\|14.95\|14.99\|14.55\|43162;2026-06-15\|15.74\|5.00\|15.56\|15.74\|15.00\|41350;2026-06-16\|15.74\|0.00\|16.35\|16.53\|15.31\|105764;2026-06-17\|15.70\|-0.25\|15.76\|16.16\|15.45\|68388;2026-06-18\|15.71\|0.06\|15.60\|16.11\|15.60\|45686;2026-06-22\|15.15\|-3.56\|15.81\|15.81\|14.92\|70014;2026-06-23\|15.05\|-0.66\|15.15\|15.50\|14.91\|37262;2026-06-24\|14.85\|-1.33\|14.99\|15.12\|14.60\|42374;2026-06-25\|14.23\|-4.18\|14.86\|14.88\|14.11\|67343;2026-06-26\|14.43\|1.41\|14.19\|14.75\|13.90\|46188;2026-06-29\|14.31\|-0.83\|14.56\|14.68\|14.00\|39678;2026-06-30\|14.99\|4.75\|14.33\|15.03\|14.17\|56606;2026-07-01\|14.50\|-3.27\|14.71\|14.88\|14.40\|53083;2026-07-02\|14.54\|0.28\|14.30\|14.83\|14.17\|40951;2026-07-03\|14.69\|1.03\|14.80\|14.99\|14.55\|40021;2026-07-06\|14.21\|-3.27\|14.84\|14.84\|14.21\|35620;2026-07-07\|13.92\|-2.04\|14.30\|14.42\|13.44\|41706;2026-07-08\|13.76\|-1.15\|13.90\|13.90\|13.49\|22794;2026-07-09\|12.40\|-9.88\|13.50\|13.89\|12.38\|129385;2026-07-10\|13.12\|5.81\|12.45\|13.60\|12.42\|93192;2026-07-13\|12.85\|-2.06\|13.23\|13.23\|12.55\|50058;2026-07-14\|12.95\|0.78\|12.75\|13.17\|12.62\|38118;2026-07-15\|13.10\|1.16\|12.96\|13.60\|12.44\|56868;2026-07-16\|13.04\|-0.46\|13.12\|13.35\|12.90\|26554;2026-07-17\|12.59\|-3.45\|13.04\|13.09\|12.20\|46311;2026-07-20\|11.97\|-4.92\|12.59\|12.85\|11.50\|47535;2026-07-21\|12.12\|1.25\|12.01\|12.21\|11.17\|57113;2026-07-22\|11.99\|-1.07\|12.07\|12.10\|11.79\|26854;2026-07-23\|12.34\|2.92\|11.88\|12.49\|11.83\|38177;2026-07-24\|12.38\|0.32\|12.30\|12.87\|12.25\|34321;2026-07-27\|12.68\|2.42\|12.38\|12.73\|12.20\|31759;2026-07-28\|13.26\|4.57\|12.68\|13.57\|12.53\|65021;2026-07-29\|13.26\|0.00\|13.08\|13.37\|12.91\|33036;2026-07-30\|12.89\|-2.79\|13.27\|13.38\|12.83\|37306;2026-07-31\|12.95\|0.47\|13.00\|13.23\|12.63\|44547;2026-08-03\|13.50\|4.25\|12.75\|13.50\|12.75\|49953;2026-08-05\|14.85\|10.00\|14.85\|14.85\|14.85\|13745;2026-08-06\|16.34\|10.03\|16.34\|16.34\|16.34\|14778;2026-08-07\|15.86\|-2.94\|16.34\|16.35\|15.36\|276017;2026-08-10\|14.94\|-5.80\|15.61\|15.70\|14.42\|183152;2026-08-11\|14.80\|-0.94\|14.74\|15.22\|14.30\|135375;2026-08-12\|14.92\|0.81\|14.70\|14.96\|14.52\|93244;2026-08-13\|14.41\|-3.42\|14.84\|15.10\|14.41\|79730;2026-08-14\|14.27\|-0.97\|14.23\|14.65\|14.01\|74878;2026-08-17\|14.06\|-1.47\|14.43\|14.43\|13.73\|105071;2026-08-18\|14.17\|0.78\|14.07\|14.30\|13.89\|65033;2026-08-19\|13.51\|-4.66\|13.95\|14.06\|13.30\|76435;2026-08-20\|14.35\|6.22\|13.47\|14.86\|13.36\|188946;2026-08-21\|14.78\|3.00\|14.21\|14.80\|14.12\|118398;2026-08-24\|14.98\|1.35\|14.79\|15.32\|14.71\|109779;2026-08-25\|15.08\|0.67\|14.76\|15.11\|14.71\|64400;2026-08-26\|14.91\|-1.13\|15.12\|15.35\|14.77\|81136;2026-08-27\|14.85\|-0.40\|14.89\|15.11\|14.70\|66406;2026-08-28\|14.94\|0.61\|14.90\|15.33\|14.82\|56092;2026-08-31\|15.40\|3.08\|15.01\|15.52\|14.95\|82299;2026-09-01\|15.79\|2.53\|15.40\|15.99\|15.30\|73811;2026-09-02\|16.19\|2.53\|15.69\|16.35\|15.59\|105778;2026-09-03\|16.19\|0.00\|16.20\|16.41\|16.00\|69136;2026-09-04\|16.65\|2.84\|16.26\|17.15\|16.26\|113773;2026-09-07\|16.67\|0.12\|16.66\|17.18\|16.53\|81282;2026-09-08\|17.28\|3.66\|16.73\|17.35\|16.53\|107943;2026-09-09\|16.96\|-1.85\|17.28\|17.50\|16.82\|79611;2026-09-10\|17.12\|0.94\|16.89\|17.43\|16.77\|67316;2026-09-11\|16.85\|-1.58\|17.00\|17.17\|16.72\|64634;2026-09-14\|16.97\|0.71\|17.00\|17.14\|16.69\|49954;2026-09-15\|17.05\|0.47\|16.88\|17.33\|16.74\|54596
113956	长鑫存储过会	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|30026;2026-09-09\|276.53\|-1.53\|283.15\|284.48\|275.67\|27187;2026-09-10\|277.84\|0.47\|275.00\|283.95\|272.50\|23703;2026-09-11\|274.58\|-1.17\|273.50\|277.75\|263.08\|34368;2026-09-14\|270.45\|-1.50\|270.00\|274.96\|266.19\|25516;2026-09-15\|277.17\|2.48\|269.03\|287.48\|265.10\|43309
113955	长鑫存储过会	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|164828;2026-07-13\|154.31\|-10.81\|166.53\|177.21\|152.44\|147629;2026-07-14\|154.50\|0.12\|155.52\|158.82\|145.50\|99517;2026-07-15\|144.88\|-6.23\|157.74\|161.98\|142.42\|85328;2026-07-16\|127.75\|-11.82\|143.56\|148.79\|125.30\|130442;2026-07-17\|114.26\|-10.56\|127.47\|130.00\|113.48\|109479;2026-07-20\|108.80\|-4.78\|119.48\|123.00\|106.13\|155569;2026-07-21\|123.30\|13.33\|112.50\|124.32\|94.78\|211892;2026-07-22\|115.20\|-6.57\|120.90\|124.99\|113.48\|148480;2026-07-23\|107.29\|-6.87\|118.44\|118.58\|105.96\|109482;2026-07-24\|104.30\|-2.79\|104.50\|109.33\|102.65\|104777;2026-07-27\|109.30\|4.79\|105.00\|110.60\|100.03\|105637;2026-07-28\|102.61\|-6.12\|106.29\|113.55\|101.61\|105375;2026-07-29\|100.28\|-2.27\|102.23\|104.38\|95.08\|120535;2026-07-30\|89.81\|-10.44\|99.98\|102.99\|89.66\|111011;2026-07-31\|93.43\|4.03\|101.55\|105.59\|93.15\|122623;2026-08-03\|84.32\|-9.75\|93.10\|93.19\|83.18\|116866;2026-08-04\|91.05\|7.98\|84.89\|92.20\|83.16\|129832;2026-08-05\|105.25\|15.60\|90.80\|106.36\|90.05\|159563;2026-08-06\|109.60\|4.13\|102.76\|112.37\|101.78\|149100;2026-08-07\|116.15\|5.98\|110.62\|116.90\|107.17\|158440;2026-08-10\|119.22\|2.64\|116.80\|120.18\|113.84\|143595;2026-08-11\|114.14\|-4.26\|117.00\|119.98\|111.67\|119408;2026-08-12\|117.56\|3.00\|115.50\|120.88\|114.00\|101734;2026-08-13\|113.21\|-3.70\|119.99\|122.55\|112.99\|109874;2026-08-14\|119.12\|5.22\|116.00\|119.99\|114.00\|107436;2026-08-17\|123.94\|4.05\|119.00\|124.73\|118.27\|126659;2026-08-18\|134.20\|8.28\|125.00\|135.57\|123.01\|158980;2026-08-19\|116.50\|-13.19\|125.02\|126.90\|113.71\|142183;2026-08-20\|113.00\|-3.00\|118.00\|119.66\|110.36\|119168;2026-08-21\|113.19\|0.17\|113.52\|114.94\|109.80\|73201;2026-08-24\|110.85\|-2.07\|112.39\|113.39\|106.52\|89131;2026-08-25\|107.71\|-2.83\|106.66\|109.60\|103.00\|71511;2026-08-26\|107.19\|-0.48\|108.20\|109.76\|105.30\|56677;2026-08-27\|108.65\|1.36\|101.66\|108.65\|101.07\|150560;2026-08-28\|104.00\|-4.28\|107.10\|109.10\|103.66\|100796;2026-08-31\|103.35\|-0.62\|101.66\|103.97\|98.70\|86197;2026-09-01\|98.49\|-4.70\|103.78\|104.55\|98.34\|70403;2026-09-02\|95.50\|-3.04\|96.00\|97.10\|94.26\|58286;2026-09-03\|98.10\|2.72\|97.28\|100.00\|95.85\|68549;2026-09-04\|93.18\|-5.02\|100.00\|100.78\|92.00\|72423;2026-09-07\|97.31\|4.43\|95.18\|98.79\|93.50\|68993;2026-09-08\|95.12\|-2.25\|98.19\|98.40\|94.56\|53160;2026-09-09\|93.60\|-1.60\|97.01\|97.01\|93.01\|45538;2026-09-10\|93.00\|-0.64\|92.78\|95.10\|91.19\|40060;2026-09-11\|90.04\|-3.18\|90.90\|91.79\|86.33\|57459;2026-09-14\|90.82\|0.87\|89.00\|92.16\|87.00\|46453;2026-09-15\|92.67\|2.04\|90.91\|95.00\|89.83\|59855
113954	长鑫存储过会	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149;2026-07-13\|114.25\|-8.45\|123.46\|125.02\|113.65\|19678;2026-07-14\|109.64\|-4.04\|115.36\|115.67\|107.10\|19757;2026-07-15\|106.71\|-2.67\|109.55\|109.59\|105.15\|11558;2026-07-16\|105.63\|-1.01\|105.54\|109.38\|104.56\|13711;2026-07-17\|97.83\|-7.38\|105.00\|106.00\|96.88\|18236;2026-07-20\|92.72\|-5.22\|100.00\|100.00\|90.38\|18470;2026-07-21\|95.38\|2.87\|92.73\|95.49\|87.71\|16547;2026-07-22\|90.71\|-4.90\|94.03\|95.28\|90.49\|14049;2026-07-23\|96.40\|6.27\|91.80\|97.55\|90.00\|21057;2026-07-24\|93.10\|-3.42\|94.67\|98.76\|93.10\|13063;2026-07-27\|96.00\|3.11\|92.00\|96.18\|90.51\|12896;2026-07-28\|93.41\|-2.70\|95.00\|98.54\|92.87\|14765;2026-07-29\|93.50\|0.10\|93.51\|95.02\|90.20\|12977;2026-07-30\|88.02\|-5.86\|93.49\|93.98\|87.61\|16580;2026-07-31\|92.61\|5.21\|90.09\|95.17\|90.00\|16480;2026-08-03\|93.48\|0.94\|92.23\|93.80\|91.50\|8554;2026-08-04\|98.50\|5.37\|93.48\|99.40\|92.74\|16369;2026-08-05\|100.80\|2.33\|98.49\|102.88\|97.29\|14486;2026-08-06\|104.00\|3.17\|100.12\|105.90\|99.38\|12521;2026-08-07\|104.19\|0.18\|104.40\|105.99\|101.30\|9399;2026-08-10\|106.60\|2.31\|104.20\|109.20\|104.00\|11562;2026-08-11\|107.26\|0.62\|106.08\|110.80\|105.60\|16536;2026-08-12\|108.41\|1.07\|108.11\|110.36\|107.44\|9397;2026-08-13\|106.63\|-1.64\|108.54\|110.19\|105.04\|13272;2026-08-14\|107.26\|0.59\|106.77\|108.21\|105.20\|7525;2026-08-17\|109.38\|1.98\|107.01\|110.98\|106.01\|9399;2026-08-18\|108.98\|-0.37\|109.38\|110.00\|106.06\|10502;2026-08-19\|104.50\|-4.11\|107.95\|108.80\|104.00\|13792;2026-08-20\|105.71\|1.16\|104.51\|107.46\|104.31\|7974;2026-08-21\|104.20\|-1.43\|105.64\|106.43\|103.01\|7416;2026-08-24\|102.77\|-1.37\|105.18\|105.18\|101.80\|7500;2026-08-25\|103.72\|0.92\|101.80\|104.44\|100.54\|6608;2026-08-26\|102.39\|-1.28\|103.76\|103.93\|101.28\|5449;2026-08-27\|102.11\|-0.27\|101.50\|103.68\|100.67\|7239;2026-08-28\|101.05\|-1.04\|102.12\|103.65\|101.02\|6091;2026-08-31\|105.79\|4.69\|100.14\|107.55\|99.56\|11832;2026-09-01\|106.26\|0.44\|105.00\|107.03\|103.31\|10125;2026-09-02\|108.46\|2.07\|105.20\|109.35\|103.10\|23492;2026-09-03\|106.39\|-1.91\|109.50\|109.50\|103.70\|18701;2026-09-04\|106.50\|0.10\|105.80\|109.58\|105.70\|13540;2026-09-07\|105.50\|-0.94\|106.40\|106.96\|105.10\|9013;2026-09-08\|103.66\|-1.74\|105.91\|106.28\|103.02\|8669;2026-09-09\|101.66\|-1.93\|103.30\|104.17\|100.70\|7881;2026-09-10\|100.01\|-1.62\|101.00\|101.50\|98.66\|7733;2026-09-11\|100.16\|0.15\|99.15\|101.10\|96.21\|10864;2026-09-14\|106.10\|5.93\|100.15\|106.85\|99.25\|19766;2026-09-15\|103.00\|-2.92\|105.98\|106.36\|102.55\|10454
113953	长鑫存储过会	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	2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;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
113952	长鑫存储过会	半导体硅材料+太空光伏+HJT硅片行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月25日投资者关系管理信息，公司已明确全力转型半导体硅材料的核心发展战略，半导体专用硅棒产品已获客户认可，订单规模稳定增长，并已实现相关营收与利润落地，后续将快速扩产。 2、据2026年6月25日投资者关系管理信息，公司已通过送样/订单等形式，向迈为股份、东方日升、通威太阳能等知名光伏企业及部分海外客户供应太空光伏专用硅片，产品品质与实际表现得到客户高度认可。 3、据2026年4月28日年报，公司光伏主业深耕高效N型单晶硅片和异质结HJT专用硅片，已形成从拉晶、切片到HJT专业硅片的完整技术闭环，具备差异化竞争优势。	控股子公司鸿新新能源成功实现超大尺寸半导体专用硅棒产品的研发、拉制与供应，最大直径可达450mm，在半导体设备用硅部件领域取得新突破	2026-05-12\|7.12\|-3.00\|7.33\|7.44\|7.05\|294985;2026-05-13\|7.25\|1.83\|7.06\|7.32\|7.04\|275907;2026-05-14\|7.12\|-1.79\|7.28\|7.40\|7.12\|252286;2026-05-15\|6.98\|-1.97\|7.09\|7.21\|6.88\|268509;2026-05-18\|6.87\|-1.58\|6.94\|6.94\|6.77\|163844;2026-05-19\|6.86\|-0.15\|6.87\|7.01\|6.78\|168268;2026-05-20\|6.68\|-2.62\|6.81\|6.84\|6.63\|198488;2026-05-21\|6.30\|-5.69\|6.74\|6.79\|6.28\|217432;2026-05-22\|6.42\|1.90\|6.33\|6.47\|6.25\|155707;2026-05-25\|6.22\|-3.12\|6.44\|6.50\|6.18\|151360;2026-05-26\|6.14\|-1.29\|6.22\|6.40\|5.99\|252809;2026-05-27\|6.20\|0.98\|6.15\|6.48\|6.10\|294777;2026-05-28\|6.51\|5.00\|6.14\|6.55\|6.00\|315535;2026-05-29\|6.07\|-6.76\|6.48\|6.50\|6.03\|282271;2026-06-01\|6.08\|0.16\|6.10\|6.25\|6.03\|154879;2026-06-02\|5.88\|-3.29\|6.08\|6.09\|5.81\|191349;2026-06-03\|5.90\|0.34\|5.88\|5.98\|5.80\|132606;2026-06-04\|5.87\|-0.51\|5.85\|5.96\|5.74\|121296;2026-06-05\|6.15\|4.77\|5.90\|6.27\|5.85\|260447;2026-06-08\|5.72\|-6.99\|6.02\|6.05\|5.70\|209616;2026-06-09\|5.76\|0.70\|5.73\|5.89\|5.62\|149374;2026-06-10\|5.62\|-2.43\|5.70\|5.70\|5.45\|182949;2026-06-11\|6.42\|14.23\|5.72\|6.73\|5.69\|599842;2026-06-12\|6.08\|-5.30\|6.54\|6.62\|5.94\|508197;2026-06-15\|6.07\|-0.16\|5.97\|6.14\|5.88\|276107;2026-06-16\|6.14\|1.15\|6.05\|6.22\|5.81\|287987;2026-06-17\|6.01\|-2.12\|6.06\|6.15\|5.94\|211736;2026-06-18\|5.75\|-4.33\|6.00\|6.00\|5.71\|192329;2026-06-22\|5.68\|-1.22\|5.70\|5.79\|5.51\|155150;2026-06-23\|5.58\|-1.76\|5.66\|5.73\|5.56\|128824;2026-06-24\|5.60\|0.36\|5.51\|5.68\|5.40\|142458;2026-06-25\|5.66\|1.07\|5.91\|6.00\|5.58\|150042;2026-06-26\|5.87\|3.71\|5.60\|6.20\|5.53\|297333;2026-06-29\|6.08\|3.58\|5.73\|6.23\|5.65\|298686;2026-06-30\|5.84\|-3.95\|6.00\|6.06\|5.79\|228607;2026-07-01\|7.01\|20.03\|5.88\|7.01\|5.61\|988216;2026-07-02\|7.45\|6.28\|7.10\|8.14\|6.85\|1189729;2026-07-03\|7.79\|4.56\|7.44\|8.38\|7.19\|968558;2026-07-06\|7.69\|-1.28\|7.99\|8.47\|7.68\|724124;2026-07-07\|7.36\|-4.29\|7.48\|7.86\|7.21\|484527;2026-07-08\|7.05\|-4.21\|7.48\|7.53\|7.01\|325149;2026-07-09\|6.88\|-2.41\|7.16\|7.26\|6.70\|341657;2026-07-10\|6.84\|-0.58\|6.83\|7.28\|6.78\|346399;2026-07-13\|6.35\|-7.16\|6.80\|7.05\|6.17\|451246;2026-07-14\|6.30\|-0.79\|6.35\|6.51\|6.13\|224893;2026-07-15\|6.57\|4.29\|6.30\|6.73\|6.25\|350581;2026-07-16\|6.49\|-1.22\|6.48\|6.63\|6.38\|229704;2026-07-17\|5.97\|-8.01\|6.45\|6.59\|5.88\|295819;2026-07-20\|5.69\|-4.69\|6.05\|6.17\|5.56\|320666;2026-07-21\|5.59\|-1.76\|5.70\|5.72\|5.14\|332114;2026-07-22\|5.50\|-1.61\|5.54\|5.68\|5.40\|234788;2026-07-23\|5.49\|-0.18\|5.51\|5.57\|5.32\|215510;2026-07-24\|5.20\|-5.28\|5.40\|5.46\|5.17\|201498;2026-07-27\|5.35\|2.88\|5.14\|5.35\|5.11\|185146;2026-07-28\|5.25\|-1.87\|5.27\|5.49\|5.22\|194663;2026-07-29\|5.35\|1.90\|5.27\|5.41\|5.16\|235271;2026-07-30\|5.00\|-6.54\|5.46\|5.49\|4.98\|369274;2026-07-31\|5.24\|4.80\|5.09\|5.34\|5.08\|304075;2026-08-03\|5.54\|5.73\|5.25\|5.56\|5.25\|239555;2026-08-04\|5.71\|3.07\|5.56\|5.80\|5.47\|219801;2026-08-05\|5.72\|0.18\|5.71\|5.80\|5.66\|195995;2026-08-06\|5.76\|0.70\|5.71\|5.79\|5.60\|166376;2026-08-07\|5.79\|0.52\|5.77\|6.22\|5.65\|364727;2026-08-10\|6.37\|10.02\|5.79\|6.44\|5.68\|468196;2026-08-11\|6.81\|6.91\|6.48\|7.05\|6.36\|568933;2026-08-12\|7.28\|6.90\|6.77\|7.60\|6.56\|616010;2026-08-13\|6.88\|-5.49\|7.17\|7.30\|6.80\|506647;2026-08-14\|7.42\|7.85\|6.85\|7.68\|6.73\|637878;2026-08-17\|8.90\|19.95\|7.48\|8.90\|7.28\|1293076;2026-08-18\|9.37\|5.28\|8.86\|9.67\|8.67\|1291621;2026-08-19\|8.07\|-13.87\|9.20\|9.27\|8.00\|1002609;2026-08-20\|8.47\|4.96\|8.01\|8.50\|7.78\|838094;2026-08-21\|9.37\|10.63\|8.38\|9.37\|8.31\|860769;2026-08-24\|9.60\|2.45\|9.79\|10.08\|9.20\|1130612;2026-08-25\|9.65\|0.52\|9.63\|9.95\|9.35\|776812;2026-08-26\|8.70\|-9.84\|9.65\|9.88\|8.69\|883318;2026-08-27\|8.22\|-5.52\|8.58\|8.77\|7.99\|928274;2026-08-28\|8.17\|-0.61\|8.22\|8.60\|8.11\|714282;2026-08-31\|8.10\|-0.86\|8.04\|8.22\|7.95\|442236;2026-09-01\|7.92\|-2.22\|8.03\|8.18\|7.85\|365316;2026-09-02\|7.63\|-3.66\|7.84\|7.89\|7.60\|385941;2026-09-03\|7.66\|0.39\|7.83\|7.97\|7.52\|377876;2026-09-04\|7.46\|-2.61\|7.69\|7.74\|7.41\|257620;2026-09-07\|7.68\|2.95\|7.56\|7.70\|7.46\|253501;2026-09-08\|7.64\|-0.52\|7.71\|7.80\|7.50\|292569;2026-09-09\|7.36\|-3.66\|7.60\|7.69\|7.31\|258877;2026-09-10\|7.23\|-1.77\|7.31\|7.37\|7.13\|227976;2026-09-11\|7.03\|-2.77\|7.16\|7.19\|6.83\|243493;2026-09-14\|7.27\|3.41\|7.00\|7.51\|6.90\|357015;2026-09-15\|7.06\|-2.89\|7.25\|7.26\|6.98\|258820
113951	长鑫存储过会	半导体掩模版+65nm工艺+定增扩产行业原因： 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30日机构调研，公司半导体掩模版工艺能力已从130nm逐步提升至65nm，并已完成40nm工艺节点的生产设备布局；当前正全力推动珠海工厂90nm产品上量，实现65nm/55nm产品验证及小批量供货，并采取成熟制程与高端制程并行的策略。 2、据2026年4月29日公告及2026年6月30日机构调研，公司拟通过定增募资不超14.6亿元投建40nm-28nm半导体掩模版生产线，项目主体厂房已于2025年9月封顶，目前处于洁净室装修与设备选型采购阶段，环评已获批。 3、据2025年年报及2026年4月29日公告，公司是国内为数不多的独立第三方半导体掩模版厂商，长期与华虹半导体、士兰微、立昂微等国内主要晶圆厂保持合作，在特色工艺光罩领域形成较强客户黏性。	公司主营业务为半导体掩模版的研产销，是国内稀缺的独立第三方半导体掩模版厂商	2026-05-12\|47.50\|1.82\|46.52\|47.65\|45.59\|34009;2026-05-13\|47.31\|-0.40\|46.80\|47.59\|46.01\|27433;2026-05-14\|47.46\|0.32\|47.32\|48.49\|46.66\|41498;2026-05-15\|48.18\|1.52\|47.71\|49.16\|46.60\|47157;2026-05-18\|47.80\|-0.79\|47.39\|49.50\|47.11\|39477;2026-05-19\|49.30\|3.14\|47.32\|49.46\|46.75\|45888;2026-05-20\|51.62\|4.71\|48.81\|51.91\|48.66\|64227;2026-05-21\|47.51\|-7.96\|51.01\|52.00\|47.00\|56938;2026-05-22\|48.50\|2.08\|47.77\|49.48\|47.20\|39424;2026-05-25\|51.71\|6.62\|48.69\|52.30\|47.00\|65398;2026-05-26\|51.08\|-1.22\|51.50\|52.98\|49.77\|57162;2026-05-27\|48.21\|-5.62\|51.58\|52.10\|47.90\|53573;2026-05-28\|49.11\|1.87\|48.27\|49.59\|47.28\|43662;2026-05-29\|43.98\|-10.45\|48.50\|49.23\|43.78\|58789;2026-06-01\|42.15\|-4.16\|43.92\|44.99\|42.00\|32232;2026-06-02\|41.38\|-1.83\|41.83\|42.49\|40.75\|25779;2026-06-03\|41.51\|0.31\|41.40\|42.84\|40.76\|24414;2026-06-04\|42.30\|1.90\|41.00\|43.15\|40.76\|25260;2026-06-05\|42.70\|0.95\|41.50\|44.38\|40.65\|29051;2026-06-08\|39.72\|-6.98\|40.65\|42.15\|39.26\|27508;2026-06-09\|42.00\|5.74\|40.49\|42.20\|39.73\|30509;2026-06-10\|42.79\|1.88\|41.48\|43.38\|40.98\|35285;2026-06-11\|49.06\|14.65\|42.21\|51.10\|41.99\|84499;2026-06-12\|48.91\|-0.31\|49.49\|51.47\|48.39\|78436;2026-06-15\|50.63\|3.52\|48.49\|51.96\|47.11\|63986;2026-06-16\|51.47\|1.66\|50.13\|52.42\|49.70\|65791;2026-06-17\|54.28\|5.46\|50.80\|55.55\|50.01\|80403;2026-06-18\|53.02\|-2.32\|53.64\|54.14\|52.52\|60238;2026-06-22\|52.00\|-1.92\|53.02\|53.69\|50.95\|57426;2026-06-23\|52.19\|0.37\|50.96\|53.30\|50.15\|42448;2026-06-24\|53.65\|2.80\|51.41\|53.65\|50.21\|52799;2026-06-25\|52.42\|-2.29\|53.10\|53.77\|51.83\|52767;2026-06-26\|54.22\|3.43\|51.80\|55.45\|50.63\|77533;2026-06-29\|56.29\|3.82\|56.81\|57.11\|51.20\|91971;2026-06-30\|58.38\|3.71\|56.00\|59.96\|56.00\|78504;2026-07-01\|69.24\|18.60\|59.00\|70.06\|59.00\|170274;2026-07-02\|61.02\|-11.87\|65.50\|65.78\|60.80\|129239;2026-07-03\|56.11\|-8.05\|61.02\|61.72\|56.10\|83390;2026-07-06\|55.00\|-1.98\|57.00\|57.50\|53.16\|55110;2026-07-07\|55.79\|1.44\|54.03\|56.48\|53.38\|57424;2026-07-08\|59.12\|5.97\|55.24\|60.98\|51.74\|88759;2026-07-09\|60.90\|3.01\|60.00\|61.47\|58.37\|77046;2026-07-10\|57.38\|-5.78\|61.10\|62.90\|57.08\|69861;2026-07-13\|57.81\|0.75\|55.93\|64.02\|55.92\|74072;2026-07-14\|58.20\|0.67\|59.48\|62.75\|54.01\|73941;2026-07-15\|51.87\|-10.88\|58.13\|58.88\|50.50\|72599;2026-07-16\|46.94\|-9.50\|51.04\|52.16\|46.67\|54502;2026-07-17\|41.82\|-10.91\|46.29\|47.65\|41.81\|48431;2026-07-20\|36.58\|-12.53\|43.80\|43.91\|35.85\|65570;2026-07-21\|40.54\|10.83\|37.19\|40.79\|33.28\|70095;2026-07-22\|39.20\|-3.31\|39.50\|41.50\|38.68\|50765;2026-07-23\|37.51\|-4.31\|39.21\|39.55\|36.78\|36688;2026-07-24\|37.00\|-1.36\|37.51\|38.56\|36.12\|34379;2026-07-27\|37.95\|2.57\|36.97\|38.19\|35.70\|28895;2026-07-28\|38.41\|1.21\|38.93\|42.29\|37.76\|61230;2026-07-29\|36.30\|-5.49\|37.11\|37.77\|34.28\|63303;2026-07-30\|33.33\|-8.18\|35.60\|35.88\|33.33\|46305;2026-07-31\|34.94\|4.83\|35.86\|36.77\|34.71\|43897;2026-08-03\|34.18\|-2.18\|34.66\|35.53\|33.90\|34131;2026-08-04\|35.97\|5.24\|34.34\|36.27\|34.06\|39472;2026-08-05\|38.12\|5.98\|35.80\|38.21\|35.50\|48800;2026-08-06\|39.23\|2.91\|37.15\|39.39\|37.10\|45229;2026-08-07\|39.99\|1.94\|38.65\|40.13\|38.21\|37686;2026-08-10\|41.02\|2.58\|39.90\|42.42\|39.37\|54063;2026-08-11\|41.38\|0.88\|40.21\|42.43\|39.40\|61402;2026-08-12\|42.04\|1.59\|42.02\|43.29\|41.42\|47061;2026-08-13\|40.60\|-3.43\|42.73\|43.30\|40.41\|42802;2026-08-14\|41.37\|1.90\|40.53\|41.90\|40.21\|28939;2026-08-17\|44.27\|7.01\|41.41\|44.70\|40.00\|63479;2026-08-18\|45.67\|3.16\|44.27\|45.84\|43.12\|60603;2026-08-19\|43.88\|-3.92\|43.85\|45.19\|42.38\|61535;2026-08-20\|42.50\|-3.14\|44.38\|45.00\|42.08\|36963;2026-08-21\|42.51\|0.02\|42.00\|42.98\|41.59\|27645;2026-08-24\|41.99\|-1.22\|42.23\|42.71\|40.56\|26064;2026-08-25\|41.19\|-1.91\|41.00\|41.80\|39.38\|28951;2026-08-26\|40.68\|-1.24\|41.20\|41.58\|39.72\|25199;2026-08-27\|42.29\|3.96\|40.57\|42.85\|40.03\|34208;2026-08-28\|41.05\|-2.93\|41.80\|43.65\|40.95\|32627;2026-08-31\|41.34\|0.71\|40.00\|41.46\|39.60\|31539;2026-09-01\|39.05\|-5.54\|41.98\|41.98\|39.03\|37658;2026-09-02\|38.85\|-0.51\|38.66\|39.15\|37.90\|28160;2026-09-03\|39.01\|0.41\|39.25\|39.50\|38.20\|20653;2026-09-04\|37.33\|-4.31\|39.24\|39.94\|37.01\|28902;2026-09-07\|38.15\|2.20\|37.50\|38.51\|37.41\|19809;2026-09-08\|37.48\|-1.76\|37.77\|38.55\|37.40\|17242;2026-09-09\|39.63\|5.74\|38.00\|39.89\|37.01\|44385;2026-09-10\|38.75\|-2.22\|39.20\|39.31\|38.17\|30589;2026-09-11\|37.70\|-2.71\|38.10\|38.28\|36.23\|30529;2026-09-14\|38.79\|2.89\|37.70\|39.60\|36.50\|25972;2026-09-15\|39.16\|0.95\|38.46\|40.43\|38.37\|32012
113950	长鑫存储过会	散热铜粉+MLCC+一季度增长+央企 1、据2026年3月20日投资者关系活动记录表，公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃。 2、据2026年5月29日互动易，子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域。 3、据2026年4月25日一季报，公司2026年一季度实现营收12.65亿元，同比增长59.00%；归母净利润3029.16万元，同比增长193.05%。 4、据2026年6月2日互动易，公司铜基金属粉体材料与微电子锡基焊粉材料国内市占率均居第一，控股股东为中国有研科技集团，最终控制人为国务院国资委。	1、公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃； 2、子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域	2026-05-12\|82.60\|1.35\|80.20\|85.70\|80.18\|84011;2026-05-13\|86.26\|4.43\|80.90\|89.66\|80.88\|94689;2026-05-14\|82.35\|-4.53\|86.65\|87.70\|81.50\|66892;2026-05-15\|81.59\|-0.92\|82.66\|85.00\|80.40\|71556;2026-05-18\|82.33\|0.91\|80.48\|82.99\|79.50\|58973;2026-05-19\|86.77\|5.39\|81.50\|87.34\|80.81\|75845;2026-05-20\|84.76\|-2.32\|85.76\|85.76\|83.15\|47750;2026-05-21\|78.88\|-6.94\|85.30\|87.50\|78.30\|69596;2026-05-22\|85.57\|8.48\|80.35\|86.80\|79.97\|76176;2026-05-25\|89.60\|4.71\|86.65\|94.93\|84.66\|92147;2026-05-26\|88.68\|-1.03\|93.19\|93.19\|84.98\|79751;2026-05-27\|89.19\|0.58\|86.66\|94.60\|85.50\|94894;2026-05-28\|90.46\|1.42\|88.02\|92.49\|87.40\|77571;2026-05-29\|77.10\|-14.77\|90.93\|90.93\|76.49\|116675;2026-06-01\|76.02\|-1.40\|76.98\|80.50\|75.30\|77106;2026-06-02\|81.12\|6.71\|79.00\|83.98\|77.44\|75265;2026-06-03\|85.25\|5.09\|83.23\|88.96\|82.98\|78897;2026-06-04\|93.44\|9.61\|83.31\|95.26\|82.04\|90798;2026-06-05\|88.90\|-4.86\|91.00\|91.60\|87.02\|64140;2026-06-08\|95.48\|7.40\|81.01\|99.99\|81.01\|128055;2026-06-09\|96.65\|1.23\|95.96\|97.62\|92.00\|91744;2026-06-10\|115.98\|20.00\|94.50\|115.98\|93.80\|182216;2026-06-11\|137.00\|18.12\|116.71\|138.79\|110.32\|213073;2026-06-12\|132.05\|-3.61\|128.10\|142.38\|125.10\|174398;2026-06-15\|140.05\|6.06\|140.02\|146.51\|131.89\|137674;2026-06-16\|154.48\|10.30\|138.00\|161.29\|137.35\|146196;2026-06-17\|159.62\|3.33\|149.99\|164.58\|149.00\|124389;2026-06-18\|156.91\|-1.70\|157.00\|160.88\|151.67\|113062;2026-06-22\|153.89\|-1.92\|154.00\|155.20\|146.01\|125841;2026-06-23\|145.08\|-5.72\|153.80\|153.80\|142.00\|110048;2026-06-24\|144.52\|-0.39\|141.61\|144.57\|135.00\|126699;2026-06-25\|148.18\|2.70\|142.77\|154.98\|140.00\|110642;2026-06-26\|149.38\|0.81\|141.54\|151.99\|141.53\|92469;2026-06-29\|138.60\|-7.22\|147.56\|152.32\|131.63\|131372;2026-06-30\|139.60\|0.72\|135.00\|140.35\|132.80\|77086;2026-07-01\|136.51\|-2.21\|139.00\|142.66\|135.00\|73055;2026-07-02\|134.70\|-1.33\|131.19\|146.80\|127.51\|89914;2026-07-03\|125.46\|-6.86\|131.34\|135.64\|125.46\|95651;2026-07-06\|119.61\|-4.66\|120.91\|127.87\|119.51\|84842;2026-07-07\|113.00\|-5.53\|116.87\|121.00\|111.72\|73697;2026-07-08\|109.98\|-2.67\|115.14\|117.72\|109.30\|50799;2026-07-09\|112.41\|2.21\|111.78\|113.60\|104.23\|62874;2026-07-10\|109.00\|-3.03\|114.66\|118.99\|109.00\|76888;2026-07-13\|99.64\|-8.59\|107.31\|109.66\|99.00\|57308;2026-07-14\|103.77\|4.14\|100.22\|104.45\|96.15\|54645;2026-07-15\|99.45\|-4.16\|105.90\|108.52\|99.00\|52021;2026-07-16\|92.30\|-7.19\|98.98\|99.85\|91.00\|56267;2026-07-17\|82.99\|-10.09\|92.91\|92.97\|82.64\|53528;2026-07-20\|70.94\|-14.52\|85.00\|86.33\|69.08\|83625;2026-07-21\|78.00\|9.95\|71.93\|78.00\|63.09\|104866;2026-07-22\|76.11\|-2.42\|77.02\|79.82\|75.33\|76882;2026-07-23\|76.39\|0.37\|77.95\|82.34\|76.00\|67190;2026-07-24\|74.54\|-2.42\|75.64\|78.80\|72.78\|50606;2026-07-27\|78.05\|4.71\|74.98\|78.50\|72.80\|54811;2026-07-28\|71.63\|-8.23\|78.50\|78.85\|71.00\|51935;2026-07-29\|70.08\|-2.16\|72.50\|72.83\|67.11\|55934;2026-07-30\|63.81\|-8.95\|70.07\|71.85\|62.10\|68868;2026-07-31\|66.06\|3.53\|70.18\|72.50\|65.90\|68655;2026-08-03\|63.80\|-3.42\|65.90\|67.96\|63.10\|60238;2026-08-04\|69.95\|9.64\|64.32\|70.89\|63.50\|67538;2026-08-05\|78.54\|12.28\|69.86\|80.97\|69.00\|103505;2026-08-06\|82.99\|5.67\|77.87\|85.23\|76.89\|121105;2026-08-07\|85.90\|3.51\|82.00\|88.00\|81.40\|119120;2026-08-10\|84.19\|-1.99\|86.56\|88.20\|81.76\|89636;2026-08-11\|83.05\|-1.35\|83.35\|85.49\|81.30\|63489;2026-08-12\|84.40\|1.63\|83.80\|85.57\|82.70\|52514;2026-08-13\|82.20\|-2.61\|85.55\|87.40\|82.15\|60095;2026-08-14\|86.53\|5.27\|83.73\|86.53\|82.62\|63687;2026-08-17\|93.30\|7.82\|87.00\|98.00\|86.00\|141096;2026-08-18\|92.31\|-1.06\|92.00\|95.68\|91.06\|101815;2026-08-19\|82.19\|-10.96\|88.70\|90.37\|81.55\|117147;2026-08-20\|81.90\|-0.35\|84.29\|84.94\|80.44\|79455;2026-08-21\|82.90\|1.22\|81.44\|84.36\|79.70\|50016;2026-08-24\|80.78\|-2.56\|82.75\|83.87\|77.83\|57301;2026-08-25\|79.39\|-1.72\|78.38\|80.38\|75.03\|55759;2026-08-26\|77.76\|-2.05\|80.01\|80.34\|76.34\|53261;2026-08-27\|83.13\|6.91\|77.99\|83.99\|77.02\|83239;2026-08-28\|82.06\|-1.29\|84.00\|86.19\|81.81\|71557;2026-08-31\|81.61\|-0.55\|78.10\|82.20\|78.04\|65197;2026-09-01\|74.98\|-8.12\|80.49\|80.99\|74.28\|86565;2026-09-02\|73.55\|-1.91\|73.96\|74.54\|72.98\|49282;2026-09-03\|73.54\|-0.01\|74.29\|74.93\|71.90\|44672;2026-09-04\|71.03\|-3.41\|74.40\|76.15\|70.34\|54423;2026-09-07\|74.52\|4.91\|72.38\|75.22\|71.38\|55683;2026-09-08\|72.41\|-2.83\|75.00\|75.10\|72.14\|43372;2026-09-09\|72.28\|-0.18\|72.58\|75.00\|71.90\|40901;2026-09-10\|71.43\|-1.18\|72.03\|73.20\|71.00\|33432;2026-09-11\|70.52\|-1.27\|70.00\|70.87\|66.70\|47121;2026-09-14\|72.82\|3.26\|69.99\|73.60\|68.10\|48370;2026-09-15\|72.45\|-0.51\|72.72\|74.20\|72.11\|40717
113949	长鑫存储过会	商业航天+特种光学镜头+增持行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年1月7日及2026年5月29日投资者关系活动记录表，公司箭载镜头已批量生产并持续升级，低轨卫星星敏感器可见光样机已交付，激光通讯产品实现小批量交付，持续开拓商业航天等战略新兴领域业务。 2、据2026年4月28日年报，公司是国内最重要的特种光学镜头、光电系统提供商之一，产品广泛应用于“神舟系列”、“嫦娥探月”等国家重大航天任务及高端装备，2025年定制产品营收同比增长34.93%创历史新高。 3、据2026年5月20日公告及2026年5月29日投资者关系活动记录表，控股股东中融投资基于对公司未来发展信心，于2025年11月20日至2026年5月19日累计增持公司股份，增持金额达9402万元。	1、公司超精密光学加工技术为高端装备如光刻机等领域提供高精密的光学镜头和光学系统； 2、公司是国内航天级特种光学镜头龙头，为神舟、嫦娥、天问一号等重大航天工程提供核心光学组件，批量供应长征火箭箭载镜头与低轨卫星星敏感器，绑定蓝箭航天等商业航天客户	2026-05-12\|34.83\|-0.68\|34.98\|35.40\|33.78\|63768;2026-05-13\|34.70\|-0.37\|34.46\|34.90\|33.50\|35641;2026-05-14\|33.75\|-2.74\|34.78\|35.19\|33.30\|43078;2026-05-15\|33.65\|-0.30\|33.53\|34.36\|32.83\|47975;2026-05-18\|36.87\|9.57\|34.32\|36.93\|32.92\|104516;2026-05-19\|40.36\|9.47\|37.50\|40.99\|36.56\|143501;2026-05-20\|41.20\|2.08\|39.96\|41.48\|39.00\|99139;2026-05-21\|39.20\|-4.85\|41.32\|43.43\|39.08\|98181;2026-05-22\|46.75\|19.26\|39.80\|46.80\|39.01\|141823;2026-05-25\|46.28\|-1.01\|47.37\|47.37\|44.86\|106095;2026-05-26\|45.50\|-1.69\|45.03\|46.85\|44.19\|82760;2026-05-27\|44.17\|-2.92\|45.36\|47.71\|44.01\|73530;2026-05-28\|43.95\|-0.50\|44.50\|47.00\|43.85\|64325;2026-05-29\|37.15\|-15.47\|43.70\|43.75\|36.79\|142046;2026-06-01\|35.94\|-3.26\|37.61\|38.11\|35.85\|75319;2026-06-02\|36.23\|0.81\|36.09\|37.33\|34.51\|72220;2026-06-03\|36.51\|0.77\|36.38\|38.40\|35.71\|77980;2026-06-04\|36.38\|-0.36\|36.20\|37.17\|35.63\|51230;2026-06-05\|36.65\|0.74\|35.33\|38.20\|34.73\|60922;2026-06-08\|34.05\|-7.09\|35.00\|35.78\|33.44\|57252;2026-06-09\|34.43\|1.12\|34.39\|34.80\|33.72\|38985;2026-06-10\|33.23\|-3.49\|34.03\|34.83\|32.78\|47947;2026-06-11\|39.87\|19.98\|33.00\|39.88\|32.93\|160324;2026-06-12\|47.84\|19.99\|41.00\|47.84\|41.00\|237433;2026-06-15\|43.50\|-9.07\|45.60\|45.60\|41.30\|238256;2026-06-16\|44.41\|2.09\|43.12\|45.74\|42.60\|178156;2026-06-17\|47.88\|7.81\|44.34\|49.66\|43.50\|191257;2026-06-18\|50.47\|5.41\|47.62\|52.50\|46.99\|164986;2026-06-22\|45.50\|-9.85\|48.58\|50.47\|45.11\|169003;2026-06-23\|44.67\|-1.82\|46.41\|47.00\|44.11\|110075;2026-06-24\|45.70\|2.31\|43.98\|46.92\|43.40\|120580;2026-06-25\|46.15\|0.98\|45.25\|46.76\|43.68\|101678;2026-06-26\|44.37\|-3.86\|46.15\|46.28\|43.18\|92802;2026-06-29\|43.00\|-3.09\|43.71\|45.53\|41.41\|88503;2026-06-30\|48.63\|13.09\|42.84\|48.88\|42.00\|125413;2026-07-01\|46.66\|-4.05\|49.50\|50.19\|46.57\|95086;2026-07-02\|45.87\|-1.69\|46.70\|48.49\|44.00\|78152;2026-07-03\|43.02\|-6.21\|44.60\|45.87\|43.00\|70715;2026-07-06\|40.85\|-5.04\|42.98\|43.39\|39.60\|70369;2026-07-07\|39.32\|-3.75\|40.56\|41.12\|38.26\|47201;2026-07-08\|38.28\|-2.65\|40.11\|40.11\|36.91\|50529;2026-07-09\|40.69\|6.30\|38.53\|40.87\|37.50\|72979;2026-07-10\|40.52\|-0.42\|40.50\|42.90\|40.00\|71493;2026-07-13\|35.52\|-12.34\|39.21\|39.78\|35.31\|65657;2026-07-14\|34.62\|-2.53\|35.83\|36.93\|32.80\|63815;2026-07-15\|33.27\|-3.90\|34.85\|35.35\|32.73\|46161;2026-07-16\|31.41\|-5.59\|32.70\|33.33\|30.90\|49932;2026-07-17\|27.70\|-11.81\|31.15\|31.30\|27.52\|65141;2026-07-20\|25.09\|-9.42\|29.18\|29.28\|24.24\|75248;2026-07-21\|27.00\|7.61\|25.78\|27.00\|22.00\|83858;2026-07-22\|26.30\|-2.59\|27.06\|27.46\|26.05\|62705;2026-07-23\|25.66\|-2.43\|26.44\|26.82\|25.30\|41650;2026-07-24\|24.95\|-2.77\|25.30\|25.96\|24.80\|37942;2026-07-27\|26.64\|6.77\|25.17\|26.65\|24.50\|48108;2026-07-28\|26.55\|-0.34\|28.69\|31.00\|25.67\|100174;2026-07-29\|24.84\|-6.44\|25.90\|25.90\|24.01\|76773;2026-07-30\|23.12\|-6.92\|24.56\|25.08\|23.12\|57571;2026-07-31\|24.40\|5.54\|24.29\|25.28\|24.20\|58562;2026-08-03\|23.71\|-2.83\|24.16\|24.46\|23.53\|38912;2026-08-04\|25.26\|6.54\|23.98\|25.46\|23.90\|48806;2026-08-05\|26.50\|4.91\|25.35\|26.86\|25.09\|50348;2026-08-06\|27.00\|1.89\|26.07\|27.09\|25.86\|49989;2026-08-07\|27.61\|2.26\|27.00\|27.66\|26.16\|45550;2026-08-10\|27.14\|-1.70\|27.89\|27.89\|26.64\|36221;2026-08-11\|26.75\|-1.44\|26.82\|27.11\|26.27\|32559;2026-08-12\|27.35\|2.24\|26.85\|27.48\|26.60\|40599;2026-08-13\|26.71\|-2.34\|27.59\|28.36\|26.69\|42163;2026-08-14\|27.15\|1.65\|26.66\|27.27\|26.62\|31784;2026-08-17\|28.30\|4.24\|27.15\|28.36\|26.82\|43137;2026-08-18\|28.32\|0.07\|28.20\|28.47\|27.42\|35970;2026-08-19\|25.60\|-9.60\|28.14\|28.14\|25.51\|49796;2026-08-20\|26.18\|2.27\|25.98\|26.63\|25.54\|33701;2026-08-21\|26.38\|0.76\|25.95\|26.71\|25.71\|29336;2026-08-24\|26.02\|-1.36\|26.97\|27.09\|25.00\|38336;2026-08-25\|26.32\|1.15\|25.57\|26.45\|24.89\|27125;2026-08-26\|26.16\|-0.61\|26.51\|26.54\|25.45\|21318;2026-08-27\|27.04\|3.36\|26.05\|27.30\|25.98\|30592;2026-08-28\|26.57\|-1.74\|27.04\|27.59\|26.57\|29913;2026-08-31\|28.23\|6.25\|26.41\|28.57\|26.10\|45113;2026-09-01\|27.02\|-4.29\|28.08\|28.08\|26.68\|42155;2026-09-02\|26.69\|-1.22\|26.41\|27.00\|26.39\|27193;2026-09-03\|26.45\|-0.90\|26.69\|27.26\|26.13\|25826;2026-09-04\|25.10\|-5.10\|26.14\|26.96\|24.92\|54403;2026-09-07\|27.25\|8.57\|25.08\|27.86\|25.08\|70789;2026-09-08\|26.73\|-1.91\|27.75\|27.85\|26.51\|49552;2026-09-09\|26.22\|-1.91\|26.88\|27.68\|26.14\|31987;2026-09-10\|25.78\|-1.68\|26.17\|26.29\|25.42\|22095;2026-09-11\|25.37\|-1.59\|25.72\|25.72\|24.31\|33957;2026-09-14\|25.40\|0.12\|25.36\|25.73\|24.55\|21182;2026-09-15\|25.44\|0.16\|25.45\|25.94\|25.08\|25254
113948	长鑫存储过会	AI芯片测试探针+HBM+券商看好 1、据东吴证券2026年6月7日研报，公司深度绑定算力头部客户，半导体测试业务正逐步成为核心成长曲线，客户资质与订单稳定性构成核心竞争壁垒，首次覆盖给予“买入”评级。 2、据2026年5月11日投资者关系活动记录表，HBM相关测试探针是公司即期重点研发市场，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程；同记录表显示，公司在手订单良好。 3、据2025年年度报告，公司2025年营业收入同比增长52.47%，归母净利润同比扭亏为盈，主要系AI芯片放量带动FT测试探针及MEMS精微零组件订单规模逐步增长。	A股芯片测试探针第一股	2026-05-12\|124.89\|-3.75\|127.51\|128.89\|121.21\|70772;2026-05-13\|121.88\|-2.41\|122.00\|125.38\|118.64\|67808;2026-05-14\|119.84\|-1.67\|122.52\|125.50\|117.50\|64448;2026-05-15\|120.62\|0.65\|120.00\|122.84\|114.00\|49745;2026-05-18\|123.58\|2.45\|120.00\|125.00\|116.00\|50716;2026-05-19\|125.94\|1.91\|122.35\|126.67\|118.78\|56782;2026-05-20\|131.99\|4.80\|125.94\|132.88\|123.01\|64717;2026-05-21\|116.22\|-11.95\|131.85\|131.85\|115.20\|73509;2026-05-22\|123.00\|5.83\|118.22\|125.00\|112.98\|56679;2026-05-25\|120.36\|-2.15\|123.42\|123.88\|117.22\|52947;2026-05-26\|117.00\|-2.79\|122.50\|122.50\|113.64\|40764;2026-05-27\|106.45\|-8.95\|120.00\|120.00\|105.08\|74624;2026-05-28\|123.56\|16.07\|107.00\|125.56\|102.20\|94591;2026-05-29\|117.20\|-5.15\|122.88\|123.92\|114.00\|60443;2026-06-01\|109.07\|-6.94\|115.90\|118.00\|108.00\|50105;2026-06-02\|112.58\|3.22\|111.25\|115.67\|108.77\|34939;2026-06-03\|129.70\|15.21\|113.01\|135.10\|113.01\|107454;2026-06-04\|124.00\|-4.39\|123.28\|128.76\|122.40\|69813;2026-06-05\|120.18\|-3.08\|123.51\|126.69\|119.68\|50194;2026-06-08\|114.59\|-4.65\|109.10\|120.66\|109.10\|47964;2026-06-09\|114.37\|-0.19\|117.00\|118.50\|113.00\|42963;2026-06-10\|111.00\|-2.95\|113.12\|117.50\|108.20\|50226;2026-06-11\|133.20\|20.00\|110.09\|133.20\|110.09\|104162;2026-06-12\|128.80\|-3.30\|140.00\|142.30\|127.71\|92677;2026-06-15\|130.80\|1.55\|128.00\|132.51\|123.67\|84678;2026-06-16\|132.87\|1.58\|130.36\|136.00\|126.89\|83232;2026-06-17\|152.15\|14.51\|133.13\|156.68\|129.04\|97382;2026-06-18\|158.20\|3.98\|146.00\|160.50\|144.00\|81282;2026-06-22\|148.10\|-6.38\|155.10\|157.00\|140.01\|75381;2026-06-23\|146.42\|-1.13\|142.90\|147.96\|139.00\|40723;2026-06-24\|150.68\|2.91\|143.50\|155.00\|142.84\|51793;2026-06-25\|158.38\|5.11\|154.50\|164.89\|149.00\|53519;2026-06-26\|148.20\|-6.43\|155.39\|163.87\|144.00\|51755;2026-06-29\|146.48\|-1.16\|142.00\|153.99\|135.33\|55759;2026-06-30\|158.98\|8.53\|146.68\|159.99\|140.68\|60174;2026-07-01\|158.10\|-0.55\|163.38\|169.80\|155.00\|56354;2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|39615;2026-07-13\|133.45\|-4.94\|140.11\|143.80\|132.00\|28752;2026-07-14\|140.17\|5.04\|133.45\|140.59\|129.01\|31622;2026-07-15\|125.00\|-10.82\|139.77\|141.77\|124.00\|33115;2026-07-16\|112.86\|-9.71\|120.88\|125.00\|111.20\|40117;2026-07-17\|97.01\|-14.04\|113.65\|115.49\|96.00\|48890;2026-07-20\|84.25\|-13.15\|101.37\|101.37\|81.31\|54475;2026-07-21\|94.33\|11.96\|84.79\|94.75\|72.51\|63799;2026-07-22\|92.80\|-1.62\|94.94\|99.00\|91.27\|44426;2026-07-23\|87.90\|-5.28\|94.66\|95.95\|86.58\|34067;2026-07-24\|89.70\|2.05\|85.86\|92.20\|85.86\|33249;2026-07-27\|91.00\|1.45\|90.30\|91.36\|86.00\|38575;2026-07-28\|80.73\|-11.29\|84.35\|91.35\|79.90\|47898;2026-07-29\|78.95\|-2.20\|78.89\|81.99\|73.13\|52879;2026-07-30\|68.45\|-13.30\|78.04\|81.00\|67.55\|42964;2026-07-31\|81.28\|18.74\|76.00\|82.14\|74.82\|92898;2026-08-03\|78.16\|-3.84\|78.10\|82.05\|75.70\|76432;2026-08-04\|93.79\|20.00\|82.49\|93.79\|79.11\|67814;2026-08-05\|96.92\|3.34\|91.92\|99.34\|91.38\|70550;2026-08-06\|104.00\|7.30\|94.98\|112.00\|93.93\|83050;2026-08-07\|108.57\|4.39\|104.00\|116.58\|100.97\|87075;2026-08-10\|103.45\|-4.72\|107.01\|109.80\|99.99\|78195;2026-08-11\|101.67\|-1.72\|101.20\|104.20\|98.40\|45780;2026-08-12\|104.38\|2.67\|103.79\|106.41\|101.69\|51858;2026-08-13\|102.77\|-1.54\|108.00\|109.98\|102.34\|50339;2026-08-14\|104.68\|1.86\|104.98\|105.65\|101.11\|34860;2026-08-17\|108.00\|3.17\|105.99\|108.38\|103.50\|35842;2026-08-18\|107.00\|-0.93\|108.48\|111.00\|105.20\|41907;2026-08-19\|96.52\|-9.79\|102.00\|105.00\|95.28\|45443;2026-08-20\|96.66\|0.14\|98.00\|99.90\|93.91\|32096;2026-08-21\|101.01\|4.50\|97.15\|103.40\|94.15\|44839;2026-08-24\|100.71\|-0.30\|102.86\|103.15\|96.21\|37887;2026-08-25\|98.45\|-2.24\|97.81\|99.81\|91.00\|40159;2026-08-26\|96.61\|-1.87\|99.25\|99.33\|92.77\|31293;2026-08-27\|110.35\|14.22\|97.50\|111.00\|96.80\|60290;2026-08-28\|106.60\|-3.40\|109.71\|112.00\|104.72\|51759;2026-08-31\|108.00\|1.31\|105.50\|109.00\|103.71\|31543;2026-09-01\|103.81\|-3.88\|107.90\|108.54\|101.10\|34616;2026-09-02\|102.40\|-1.36\|102.06\|103.58\|100.10\|23257;2026-09-03\|102.50\|0.10\|104.00\|105.04\|100.88\|28574;2026-09-04\|96.90\|-5.46\|103.68\|106.50\|95.34\|35743;2026-09-07\|104.15\|7.48\|98.81\|108.56\|97.52\|52539;2026-09-08\|101.40\|-2.64\|106.22\|106.80\|100.80\|36158;2026-09-09\|104.18\|2.74\|104.49\|111.10\|103.39\|42109;2026-09-10\|102.40\|-1.71\|104.10\|106.51\|102.00\|30312;2026-09-11\|97.03\|-5.24\|99.00\|100.80\|92.90\|38559;2026-09-14\|99.01\|2.04\|96.27\|102.13\|92.00\|41648;2026-09-15\|101.00\|2.01\|98.50\|104.49\|98.10\|27767
113947	长鑫存储过会	半导体靶材+股东户数下降+一季报扭亏行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月11日互动易，公司产品可应用于共封装光学、光通讯领域及玻璃基板。 2、据2026年6月11日互动易，公司截止2026年5月29日股东户数为28384户，较上期减少9298户，环比下降24.67%。 3、据2025年年度报告，公司多款金属及合金靶材已导入国内外头部晶圆制造及存储芯片客户并获得正式订单，产品覆盖逻辑芯片、存储芯片等四大关键领域。 4、据2026年4月28日公告，公司2026年一季度实现归母净利润1752.77万元，同比扭亏为盈。	公司掌握PVD镀膜材料关键技术，产品覆盖溅射靶材、蒸镀材料，可广泛用于半导体、光伏、光学光通信等领域，钙钛矿光伏电池空穴传输层用氧化镍靶材开发处于小批量测试阶段	2026-05-12\|48.01\|-1.84\|48.43\|48.89\|47.08\|164949;2026-05-13\|50.76\|5.73\|46.50\|51.30\|46.01\|195565;2026-05-14\|50.20\|-1.10\|50.50\|52.66\|49.57\|191501;2026-05-15\|50.62\|0.84\|50.01\|52.33\|49.70\|181288;2026-05-18\|50.05\|-1.13\|49.40\|51.38\|48.61\|131210;2026-05-19\|53.02\|5.93\|49.82\|53.90\|49.53\|204475;2026-05-20\|54.03\|1.90\|52.07\|55.34\|51.60\|225414;2026-05-21\|49.98\|-7.50\|53.38\|55.99\|49.83\|247116;2026-05-22\|51.21\|2.46\|50.32\|51.78\|50.00\|165846;2026-05-25\|50.48\|-1.43\|50.78\|51.90\|49.35\|148223;2026-05-26\|49.29\|-2.36\|50.00\|51.30\|48.01\|120446;2026-05-27\|47.87\|-2.88\|49.31\|50.74\|47.50\|105130;2026-05-28\|54.01\|12.83\|47.49\|55.00\|47.36\|214631;2026-05-29\|48.90\|-9.46\|54.09\|54.72\|48.00\|177706;2026-06-01\|48.18\|-1.47\|48.99\|51.45\|48.01\|120849;2026-06-02\|51.31\|6.50\|47.33\|52.91\|47.20\|159725;2026-06-03\|51.13\|-0.35\|51.27\|53.16\|50.05\|156964;2026-06-04\|52.74\|3.15\|50.31\|53.15\|49.60\|160319;2026-06-05\|51.52\|-2.31\|51.85\|53.65\|50.11\|159542;2026-06-08\|48.81\|-5.26\|47.00\|51.37\|46.50\|127932;2026-06-09\|53.00\|8.58\|49.32\|53.00\|48.98\|160842;2026-06-10\|56.57\|6.74\|53.26\|58.00\|52.68\|290459;2026-06-11\|67.88\|19.99\|55.60\|67.88\|55.60\|352571;2026-06-12\|71.85\|5.85\|72.42\|78.50\|68.99\|441865;2026-06-15\|76.10\|5.92\|72.39\|79.00\|67.01\|416492;2026-06-16\|80.70\|6.04\|72.00\|84.13\|70.50\|390117;2026-06-17\|76.87\|-4.75\|75.75\|80.50\|75.01\|296788;2026-06-18\|75.01\|-2.42\|74.00\|78.96\|72.12\|260447;2026-06-22\|75.91\|1.20\|76.57\|78.76\|72.11\|289624;2026-06-23\|71.49\|-5.82\|73.00\|75.53\|70.19\|200300;2026-06-24\|72.74\|1.75\|70.00\|73.64\|67.31\|238123;2026-06-25\|78.10\|7.37\|72.98\|78.47\|69.58\|316177;2026-06-26\|77.17\|-1.19\|75.33\|83.66\|74.61\|305033;2026-06-29\|91.88\|19.06\|76.80\|91.91\|74.95\|342194;2026-06-30\|86.35\|-6.02\|85.38\|91.07\|79.06\|309727;2026-07-01\|88.46\|2.44\|86.20\|93.90\|84.00\|282706;2026-07-02\|77.13\|-12.81\|80.00\|82.98\|72.72\|218798;2026-07-03\|72.37\|-6.17\|77.55\|78.20\|71.21\|199921;2026-07-06\|69.43\|-4.06\|73.52\|74.10\|66.40\|190638;2026-07-07\|69.03\|-0.58\|68.01\|71.24\|67.20\|145822;2026-07-08\|68.10\|-1.35\|69.00\|70.47\|63.00\|172773;2026-07-09\|73.15\|7.42\|69.51\|73.88\|66.80\|216683;2026-07-10\|65.08\|-11.03\|73.98\|75.66\|65.00\|227624;2026-07-13\|62.18\|-4.46\|64.67\|66.60\|61.80\|150036;2026-07-14\|65.25\|4.94\|63.42\|65.28\|59.00\|155353;2026-07-15\|59.18\|-9.30\|66.36\|66.50\|58.71\|142554;2026-07-16\|55.36\|-6.45\|56.41\|59.37\|55.00\|134351;2026-07-17\|50.23\|-9.27\|54.53\|55.73\|50.03\|118051;2026-07-20\|44.13\|-12.14\|52.01\|52.50\|42.60\|150920;2026-07-21\|50.70\|14.89\|45.91\|50.91\|39.51\|202374;2026-07-22\|49.69\|-1.99\|50.04\|52.08\|49.18\|171016;2026-07-23\|48.88\|-1.63\|50.07\|50.70\|48.32\|99309;2026-07-24\|47.80\|-2.21\|48.36\|49.65\|47.52\|87225;2026-07-27\|49.60\|3.77\|48.00\|49.86\|46.00\|96876;2026-07-28\|47.45\|-4.33\|48.41\|51.00\|46.92\|126085;2026-07-29\|45.92\|-3.22\|47.80\|47.99\|43.40\|129867;2026-07-30\|42.10\|-8.32\|45.38\|46.23\|42.03\|106534;2026-07-31\|43.80\|4.04\|45.98\|47.40\|43.73\|125333;2026-08-03\|42.17\|-3.72\|43.97\|44.30\|41.70\|92212;2026-08-04\|45.21\|7.21\|42.39\|45.64\|41.79\|103124;2026-08-05\|48.71\|7.74\|45.21\|49.38\|45.16\|128158;2026-08-06\|51.09\|4.89\|48.00\|51.50\|47.40\|155072;2026-08-07\|53.60\|4.91\|50.69\|54.06\|50.05\|166901;2026-08-10\|54.16\|1.04\|53.98\|55.00\|52.54\|132229;2026-08-11\|53.03\|-2.09\|53.35\|54.73\|52.40\|95893;2026-08-12\|54.41\|2.60\|53.49\|55.60\|53.04\|115536;2026-08-13\|52.57\|-3.38\|55.09\|55.46\|52.57\|109586;2026-08-14\|53.94\|2.61\|53.77\|53.99\|52.50\|71951;2026-08-17\|57.37\|6.36\|54.05\|57.78\|53.80\|125367;2026-08-18\|57.02\|-0.61\|58.05\|58.53\|55.96\|97929;2026-08-19\|52.71\|-7.56\|55.00\|56.20\|52.38\|96160;2026-08-20\|52.28\|-0.82\|53.72\|53.86\|51.70\|66757;2026-08-21\|52.42\|0.27\|52.19\|53.52\|51.00\|57117;2026-08-24\|53.29\|1.66\|53.43\|54.16\|51.74\|109105;2026-08-25\|51.90\|-2.61\|51.30\|52.80\|49.36\|95344;2026-08-26\|50.59\|-2.52\|51.93\|52.25\|49.55\|80988;2026-08-27\|52.72\|4.21\|50.40\|53.37\|49.90\|93654;2026-08-28\|51.23\|-2.83\|52.96\|53.60\|51.19\|71132;2026-08-31\|51.96\|1.42\|49.89\|52.24\|49.54\|64128;2026-09-01\|49.64\|-4.46\|51.91\|52.15\|49.18\|67909;2026-09-02\|48.84\|-1.61\|49.00\|49.31\|48.21\|45990;2026-09-03\|48.66\|-0.37\|49.38\|49.43\|48.00\|46331;2026-09-04\|46.92\|-3.58\|49.23\|50.10\|46.40\|58607;2026-09-07\|48.60\|3.58\|47.86\|49.26\|47.05\|63855;2026-09-08\|47.60\|-2.06\|48.59\|49.13\|47.33\|50873;2026-09-09\|47.31\|-0.61\|48.01\|49.10\|46.96\|45762;2026-09-10\|46.88\|-0.91\|47.00\|47.95\|46.66\|39185;2026-09-11\|46.23\|-1.39\|46.00\|46.56\|44.20\|47378;2026-09-14\|48.11\|4.07\|46.07\|48.58\|45.00\|61234;2026-09-15\|48.76\|1.35\|47.67\|50.00\|47.67\|85535
113946	长鑫存储过会	半导体封装设备+存储芯片+出口龙头行业原因： 5月17日，长鑫科技更新科创板IPO招股说明书，恢复上市审核进程。长鑫科技预计，2026年上半年，公司营业收入将达到1100亿至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比大幅增长2244.03%至2544.19%。公司原因： 1、据2026年3月21日年报，公司大尺寸晶圆级封装装备可用于AI芯片、Chiplet及HBM等先进封装，正推进国产化。 2、据2026年4月8日机构调研，公司半导体封装设备已供货通富微电、长电科技、华天科技，并获东南亚安世、英飞凌等海外订单，2026年海外销售将显著提升。 3、据2025年度报告，公司塑料挤出成型装备出口欧美等40多国，出口规模连续多年居国内首位，国外营收占比56.56%。	公司生产的半导体全自动封装设备已成功应用QFN和DFN等先进封装	2026-05-12\|46.36\|-2.01\|47.00\|47.95\|46.29\|45631;2026-05-13\|47.20\|1.81\|45.69\|47.92\|45.01\|37841;2026-05-14\|44.55\|-5.61\|47.87\|47.88\|44.55\|38955;2026-05-15\|45.44\|2.00\|44.54\|47.99\|43.23\|47576;2026-05-18\|45.95\|1.12\|44.97\|47.37\|44.97\|35897;2026-05-19\|55.14\|20.00\|45.51\|55.14\|44.92\|80675;2026-05-20\|57.53\|4.33\|57.94\|58.60\|53.00\|108351;2026-05-21\|54.40\|-5.44\|57.55\|61.55\|54.37\|92862;2026-05-22\|60.44\|11.10\|54.00\|61.33\|54.00\|80201;2026-05-25\|63.81\|5.58\|63.00\|70.00\|58.60\|84313;2026-05-26\|60.50\|-5.19\|63.00\|65.34\|56.00\|82787;2026-05-27\|56.00\|-7.44\|58.88\|59.00\|54.68\|59482;2026-05-28\|58.66\|4.75\|54.22\|58.66\|53.14\|48359;2026-05-29\|52.56\|-10.40\|58.08\|58.21\|51.00\|44327;2026-06-01\|48.32\|-8.07\|53.00\|53.00\|48.14\|36229;2026-06-02\|47.99\|-0.68\|49.00\|49.88\|46.66\|29139;2026-06-03\|48.92\|1.94\|48.07\|50.70\|47.50\|37975;2026-06-04\|48.42\|-1.02\|47.98\|49.15\|47.00\|31746;2026-06-05\|46.80\|-3.35\|47.10\|48.27\|45.68\|28706;2026-06-08\|43.39\|-7.29\|44.80\|46.00\|42.73\|31383;2026-06-09\|45.41\|5.63\|43.75\|45.66\|43.01\|25296;2026-06-10\|45.90\|1.08\|45.84\|46.13\|43.95\|26412;2026-06-11\|55.08\|20.00\|46.03\|55.08\|45.51\|56970;2026-06-12\|57.80\|4.94\|60.00\|64.00\|55.76\|115947;2026-06-15\|62.00\|7.27\|60.08\|63.48\|59.00\|79706;2026-06-16\|65.81\|6.15\|61.70\|66.58\|61.08\|80322;2026-06-17\|67.60\|2.72\|64.05\|69.37\|63.58\|63427;2026-06-18\|69.25\|2.44\|68.11\|70.69\|65.80\|57047;2026-06-22\|71.49\|3.23\|67.93\|73.50\|65.60\|68003;2026-06-23\|72.50\|1.41\|71.00\|78.00\|68.13\|60374;2026-06-24\|74.69\|3.02\|70.33\|75.18\|69.01\|60361;2026-06-25\|72.46\|-2.99\|74.71\|79.00\|72.38\|57711;2026-06-26\|71.30\|-1.60\|72.08\|74.00\|70.20\|49103;2026-06-29\|76.34\|7.07\|71.64\|82.86\|71.64\|80610;2026-06-30\|78.65\|3.03\|76.00\|82.59\|74.01\|64149;2026-07-01\|75.05\|-4.58\|78.84\|83.83\|74.66\|66805;2026-07-02\|67.00\|-10.73\|70.05\|73.67\|66.01\|65754;2026-07-03\|64.11\|-4.31\|66.14\|68.00\|64.01\|49367;2026-07-06\|64.08\|-0.05\|64.88\|67.98\|58.22\|63398;2026-07-07\|68.20\|6.43\|63.47\|69.75\|62.00\|70261;2026-07-08\|69.72\|2.23\|66.66\|71.69\|61.20\|64370;2026-07-09\|75.20\|7.86\|69.88\|75.91\|68.96\|78621;2026-07-10\|68.38\|-9.07\|73.89\|76.68\|68.38\|66257;2026-07-13\|63.17\|-7.62\|65.10\|69.35\|62.00\|52642;2026-07-14\|63.18\|0.02\|62.14\|64.44\|58.72\|45508;2026-07-15\|58.57\|-7.30\|64.83\|65.77\|58.17\|33567;2026-07-16\|53.34\|-8.93\|57.12\|58.15\|52.50\|36539;2026-07-17\|47.08\|-11.74\|52.50\|53.15\|47.00\|41146;2026-07-20\|39.04\|-17.08\|48.02\|49.13\|37.78\|71073;2026-07-21\|43.51\|11.45\|39.59\|43.63\|33.56\|77343;2026-07-22\|42.21\|-2.99\|43.46\|45.63\|41.63\|54770;2026-07-23\|40.22\|-4.71\|42.52\|43.45\|39.40\|42407;2026-07-24\|39.60\|-1.54\|39.70\|41.11\|38.91\|36603;2026-07-27\|40.83\|3.11\|39.93\|40.87\|37.51\|37406;2026-07-28\|37.35\|-8.52\|39.79\|42.24\|37.31\|42817;2026-07-29\|36.15\|-3.21\|37.37\|38.58\|33.73\|51794;2026-07-30\|32.10\|-11.20\|35.61\|36.48\|31.65\|56567;2026-07-31\|33.80\|5.30\|34.51\|37.28\|33.78\|50707;2026-08-03\|34.26\|1.36\|34.66\|35.25\|33.50\|53708;2026-08-04\|36.18\|5.60\|34.60\|36.66\|34.30\|40172;2026-08-05\|40.52\|12.00\|37.00\|41.00\|36.10\|50397;2026-08-06\|41.39\|2.15\|39.99\|42.10\|39.30\|41880;2026-08-07\|49.67\|20.00\|41.37\|49.67\|40.25\|78257;2026-08-10\|48.10\|-3.16\|49.98\|50.98\|46.38\|88398;2026-08-11\|46.71\|-2.89\|47.53\|48.79\|46.16\|42702;2026-08-12\|49.54\|6.06\|46.80\|50.78\|46.78\|65172;2026-08-13\|47.32\|-4.48\|50.00\|50.22\|46.78\|47772;2026-08-14\|50.40\|6.51\|48.15\|50.42\|47.11\|48891;2026-08-17\|52.35\|3.87\|50.38\|53.99\|49.00\|67757;2026-08-18\|53.15\|1.53\|53.10\|54.77\|51.57\|62091;2026-08-19\|47.55\|-10.54\|50.44\|51.79\|47.23\|54234;2026-08-20\|47.70\|0.32\|48.00\|49.07\|46.72\|33459;2026-08-21\|48.83\|2.37\|47.28\|49.87\|46.62\|28660;2026-08-24\|56.78\|16.28\|52.85\|58.50\|50.61\|108062;2026-08-25\|55.84\|-1.66\|56.51\|56.79\|52.58\|74454;2026-08-26\|55.11\|-1.31\|56.80\|56.80\|53.91\|48475;2026-08-27\|55.39\|0.51\|55.12\|56.04\|53.67\|56713;2026-08-28\|52.30\|-5.58\|54.59\|55.34\|52.10\|51432;2026-08-31\|52.95\|1.24\|50.15\|53.10\|50.15\|38738;2026-09-01\|51.09\|-3.51\|52.95\|53.46\|50.72\|39538;2026-09-02\|49.99\|-2.15\|49.88\|51.05\|49.00\|32852;2026-09-03\|49.61\|-0.76\|50.60\|50.60\|48.61\|33040;2026-09-04\|47.10\|-5.06\|50.09\|51.26\|46.75\|38932;2026-09-07\|49.27\|4.61\|47.57\|49.77\|47.57\|35513;2026-09-08\|48.08\|-2.42\|49.27\|50.18\|47.92\|30333;2026-09-09\|47.70\|-0.79\|48.46\|49.67\|46.99\|28024;2026-09-10\|47.41\|-0.61\|47.50\|48.57\|46.98\|23802;2026-09-11\|46.08\|-2.81\|46.50\|46.87\|44.01\|25159;2026-09-14\|46.90\|1.78\|45.16\|47.45\|44.86\|21252;2026-09-15\|48.64\|3.71\|46.59\|50.26\|46.59\|35549
113945	长鑫存储过会	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	2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;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

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