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
90444	国家电网印发《2026年具身智能发展规划》	机器人+AI眼镜+光学镜头+三季报增长行业原因： 1、Meta计划年内将AI眼镜年产能翻番至2000万副，若市场条件允许，年产能甚至可能超过3000万副。 2、2026年“国补”首次将AI眼镜纳入补贴品类，政策催化推动其从小众尝鲜转向大众消费。公司原因： 1、据2025年8月7日互动易，公司5369A、7609A-R1系列镜头已批量供应北美头部电商物流机器人，E3479A产品实现超市机器人批量应用，多款产品在北美、欧洲等厂商的物流机器人相关产品实现定标。 2、据2025年半年度报告，公司2025年上半年毛利率48.93%，同比提升8.44个百分点，并储备智能机器人、无人驾驶等AI场景光学方案。 3、据2025年10月30日三季报，公司前三季度营收6.17亿元、同比增长35.63%，归母净利润2.16亿元、同比增长86.62%。	1、公司镜头产品在AI或机器人领域的作用主要是为其提供更加清晰、完整、高效的视觉捕捉和视觉识别，已沉淀了多年机器视觉应用领域的开发和生产技术； 2、公司参股20%上海理鑫光学，后者主要产品包括激光超短焦投影镜头、增强现实眼镜核心元器件、AR/VR镜头等	2026-03-12\|42.57\|-3.34\|44.03\|44.25\|42.23\|24440;2026-03-13\|41.70\|-2.04\|42.36\|42.78\|41.50\|21648;2026-03-16\|42.15\|1.08\|41.63\|42.16\|40.62\|24668;2026-03-17\|41.22\|-2.21\|42.15\|42.48\|41.08\|14882;2026-03-18\|41.61\|0.95\|41.22\|41.80\|40.03\|14449;2026-03-19\|41.67\|0.14\|41.33\|42.44\|40.10\|22810;2026-03-20\|41.67\|0.00\|41.70\|42.70\|41.42\|16866;2026-03-23\|37.50\|-10.01\|41.00\|41.50\|37.50\|29315;2026-03-24\|38.76\|3.36\|38.60\|38.80\|37.00\|30075;2026-03-25\|39.03\|0.70\|38.76\|39.94\|38.22\|21689;2026-03-26\|38.60\|-1.10\|39.06\|39.80\|38.26\|16686;2026-03-27\|39.00\|1.04\|38.21\|39.12\|37.90\|13546;2026-03-30\|39.54\|1.38\|38.51\|39.98\|38.20\|17384;2026-03-31\|38.90\|-1.62\|39.61\|39.79\|38.72\|14546;2026-04-01\|40.20\|3.34\|39.68\|40.20\|39.00\|22159;2026-04-02\|41.00\|1.99\|40.50\|41.88\|40.01\|35034;2026-04-03\|41.39\|0.95\|41.42\|42.99\|40.00\|28317;2026-04-07\|40.23\|-2.80\|41.36\|41.37\|38.58\|36912;2026-04-08\|42.86\|6.54\|41.00\|43.13\|40.25\|47150;2026-04-09\|42.83\|-0.07\|42.43\|43.09\|41.72\|28443;2026-04-10\|43.90\|2.50\|43.27\|45.80\|42.21\|51079;2026-04-13\|42.90\|-2.28\|43.90\|44.05\|42.28\|30904;2026-04-14\|43.77\|2.03\|43.43\|43.88\|42.73\|38290;2026-04-15\|42.80\|-2.22\|43.96\|44.20\|42.28\|32840;2026-04-16\|43.20\|0.93\|42.56\|43.27\|41.14\|36092;2026-04-17\|42.66\|-1.25\|43.13\|43.60\|42.60\|34355;2026-04-20\|46.50\|9.00\|45.00\|46.90\|44.11\|92173;2026-04-21\|45.80\|-1.51\|46.38\|46.39\|43.62\|71514;2026-04-22\|46.35\|1.20\|45.70\|46.39\|44.68\|55350;2026-04-23\|44.09\|-4.88\|46.28\|46.28\|43.40\|37892;2026-04-24\|43.05\|-2.36\|44.00\|44.12\|42.02\|31710;2026-04-27\|47.36\|10.01\|43.05\|47.36\|43.05\|39394;2026-04-28\|49.08\|3.63\|48.34\|49.89\|47.00\|104092;2026-04-29\|49.28\|0.41\|49.07\|49.89\|47.50\|67599;2026-04-30\|48.32\|-1.95\|49.32\|49.40\|47.93\|44607;2026-05-06\|48.21\|-0.23\|48.50\|48.50\|47.02\|60474;2026-05-07\|48.42\|0.44\|47.58\|48.59\|46.50\|50700;2026-05-08\|48.40\|-0.04\|47.78\|48.45\|46.65\|44477;2026-05-11\|46.90\|-3.10\|48.39\|48.39\|46.75\|47202;2026-05-12\|45.51\|-2.96\|47.00\|47.09\|45.22\|39878;2026-05-13\|46.91\|3.08\|45.59\|47.82\|44.60\|75971;2026-05-14\|47.39\|1.02\|47.00\|48.70\|46.11\|69892;2026-05-15\|45.05\|-4.94\|47.46\|47.50\|44.11\|58424;2026-05-18\|43.00\|-4.55\|44.50\|44.60\|42.95\|34286;2026-05-19\|43.08\|0.19\|42.56\|43.10\|40.98\|45061;2026-05-20\|42.06\|-2.37\|42.87\|42.87\|41.90\|19550;2026-05-21\|40.16\|-4.52\|42.54\|43.57\|40.01\|39798;2026-05-22\|41.34\|2.94\|40.16\|41.76\|40.16\|29826;2026-05-25\|40.43\|-2.20\|41.35\|41.46\|40.06\|22851;2026-05-26\|39.57\|-2.13\|40.19\|40.32\|39.18\|22039;2026-05-27\|37.29\|-5.76\|39.87\|40.00\|37.29\|26946;2026-05-28\|36.77\|-1.39\|37.80\|37.80\|36.05\|38585;2026-05-29\|36.00\|-2.09\|36.51\|37.00\|35.82\|32618;2026-06-01\|36.02\|0.06\|36.01\|36.80\|35.30\|31086;2026-06-02\|35.17\|-2.36\|35.61\|36.50\|34.48\|42465;2026-06-03\|34.82\|-1.00\|35.02\|35.60\|34.50\|36008;2026-06-04\|35.05\|0.66\|34.62\|35.58\|34.40\|25972;2026-06-05\|34.64\|-1.17\|35.05\|35.70\|34.05\|25503;2026-06-08\|32.92\|-4.97\|34.16\|34.20\|32.37\|25715;2026-06-09\|33.16\|0.73\|33.68\|33.85\|32.63\|36666;2026-06-10\|32.05\|-3.35\|32.62\|32.97\|31.49\|32510;2026-06-11\|32.29\|0.75\|31.88\|32.51\|31.03\|35731;2026-06-12\|32.54\|0.77\|33.00\|33.40\|32.13\|26376;2026-06-15\|32.94\|1.23\|32.26\|33.32\|32.05\|36130;2026-06-16\|32.99\|0.15\|32.90\|33.11\|32.40\|26466;2026-06-17\|33.20\|1.56\|32.40\|33.67\|32.11\|32418;2026-06-18\|32.70\|-1.51\|33.20\|33.30\|32.45\|26997;2026-06-22\|31.18\|-4.65\|32.38\|33.02\|30.80\|34034;2026-06-23\|34.30\|10.01\|32.14\|34.30\|31.10\|22061;2026-06-24\|34.96\|1.92\|34.70\|35.64\|32.78\|117253;2026-06-25\|33.51\|-4.15\|34.62\|35.19\|32.96\|73223;2026-06-26\|32.50\|-3.01\|33.75\|33.76\|31.71\|52875;2026-06-29\|33.00\|1.54\|32.42\|33.50\|31.44\|55151;2026-06-30\|34.89\|5.73\|32.85\|35.21\|32.54\|63119;2026-07-01\|35.90\|2.89\|35.50\|36.33\|34.50\|64363;2026-07-02\|35.04\|-2.40\|35.90\|36.58\|34.67\|51884;2026-07-03\|36.16\|3.20\|34.94\|36.40\|34.85\|52333;2026-07-06\|34.62\|-4.26\|37.16\|37.47\|34.20\|56000;2026-07-07\|38.08\|9.99\|34.99\|38.08\|34.86\|54491;2026-07-08\|36.71\|-3.60\|37.75\|38.59\|36.56\|96744;2026-07-09\|34.74\|-5.37\|37.07\|37.58\|33.04\|90226;2026-07-10\|33.62\|-3.22\|35.50\|35.79\|33.62\|74672;2026-07-13\|31.35\|-6.75\|33.00\|34.20\|31.21\|52935;2026-07-14\|30.54\|-2.58\|30.84\|31.66\|30.06\|45850;2026-07-15\|30.78\|0.79\|30.85\|31.27\|30.24\|38454;2026-07-16\|30.17\|-1.98\|30.20\|31.29\|30.00\|29992;2026-07-17\|27.66\|-8.32\|30.00\|30.30\|27.60\|38047;2026-07-20\|28.34\|2.46\|28.08\|29.46\|26.91\|50768;2026-07-21\|28.80\|1.62\|28.22\|28.91\|26.32\|43130
90443	国家电网印发《2026年具身智能发展规划》	具身智能+海外高增+年报高增 1、据2025年年度报告2026年4月25日披露，2025年科沃斯品牌服务机器人全球出货440万台、同比增长49.1%，添可洗地机出货451万台、同比增长8.9%；据长江证券研报，2025年全年公司实现营收190.40亿元、同比增长15.10%，归母净利润17.58亿元、同比增长118.13%。 2、据2025年年度报告，公司海外收入占比升至45.9%，科沃斯品牌海外收入增速52%，美国、欧洲、亚太收入分别同比增长近110%、超60%、近30%，新品类海外收入同比增长110.5%。 3、据2025年年度报告，公司在具身智能领域已提交专利申请66项，其中发明专利24项，并布局家用具身服务机器人、多模态大模型等前沿技术。	国内扫地机器人市场连续多年占据第一品牌位置，25年净利润同比激增118.13%	2026-03-12\|64.18\|-1.29\|65.03\|65.09\|63.70\|34109;2026-03-13\|63.70\|-0.75\|64.04\|64.69\|63.52\|36571;2026-03-16\|63.52\|-0.28\|63.65\|63.70\|62.90\|28960;2026-03-17\|63.59\|0.11\|63.52\|65.11\|63.52\|48850;2026-03-18\|63.55\|-0.06\|63.89\|64.01\|63.01\|30356;2026-03-19\|62.02\|-2.41\|62.73\|63.16\|61.82\|33547;2026-03-20\|61.24\|-1.26\|62.10\|62.66\|61.24\|31245;2026-03-23\|58.74\|-4.08\|60.50\|60.80\|58.50\|51843;2026-03-24\|59.87\|1.92\|59.70\|59.96\|59.04\|41318;2026-03-25\|61.20\|2.22\|60.32\|61.59\|59.88\|42517;2026-03-26\|60.88\|-0.52\|61.15\|62.25\|60.41\|36560;2026-03-27\|61.68\|1.31\|60.31\|61.96\|60.16\|31581;2026-03-30\|62.01\|0.54\|60.78\|62.10\|60.55\|33510;2026-03-31\|61.02\|-1.60\|62.15\|62.60\|61.02\|29479;2026-04-01\|62.40\|2.26\|62.00\|62.68\|61.50\|37204;2026-04-02\|60.56\|-2.95\|62.36\|62.36\|60.29\|37342;2026-04-03\|59.89\|-1.11\|60.56\|61.00\|59.67\|20933;2026-04-07\|59.99\|0.17\|60.00\|60.65\|59.81\|18307;2026-04-08\|62.88\|4.82\|61.30\|62.90\|61.29\|46728;2026-04-09\|61.07\|-2.88\|62.10\|62.22\|61.00\|35628;2026-04-10\|62.20\|1.85\|61.45\|62.80\|61.45\|42679;2026-04-13\|62.68\|0.77\|62.00\|63.98\|61.51\|56147;2026-04-14\|63.11\|0.69\|63.47\|63.58\|62.32\|41998;2026-04-15\|62.61\|-0.79\|63.50\|63.85\|62.46\|42259;2026-04-16\|62.92\|0.50\|62.68\|63.66\|62.52\|50971;2026-04-17\|62.45\|-0.75\|62.80\|62.82\|62.05\|37813;2026-04-20\|64.77\|3.71\|62.44\|65.23\|62.23\|89360;2026-04-21\|64.06\|-1.10\|64.88\|64.89\|63.49\|49324;2026-04-22\|64.07\|0.02\|64.07\|64.49\|63.43\|42892;2026-04-23\|63.92\|-0.23\|64.07\|65.79\|63.76\|73971;2026-04-24\|61.64\|-3.57\|63.60\|63.60\|61.02\|71985;2026-04-27\|67.80\|9.99\|64.71\|67.80\|64.71\|136245;2026-04-28\|67.00\|-1.18\|69.58\|69.58\|66.71\|180746;2026-04-29\|66.17\|-1.24\|66.80\|67.37\|66.00\|80457;2026-04-30\|65.16\|-1.53\|65.65\|66.66\|64.77\|84541;2026-05-06\|64.87\|-0.45\|65.36\|66.28\|64.32\|120813;2026-05-07\|66.48\|2.48\|65.00\|66.92\|64.68\|114103;2026-05-08\|67.28\|1.20\|66.91\|68.17\|65.84\|115090;2026-05-11\|66.14\|-1.69\|67.29\|67.29\|65.90\|91255;2026-05-12\|63.84\|-3.48\|66.15\|66.55\|63.81\|86826;2026-05-13\|64.59\|1.17\|63.60\|64.75\|62.12\|89946;2026-05-14\|61.90\|-4.16\|64.47\|64.74\|61.86\|72617;2026-05-15\|65.15\|5.25\|61.89\|66.58\|61.58\|139433;2026-05-18\|68.12\|4.56\|64.76\|68.43\|64.00\|160379;2026-05-19\|68.36\|0.35\|68.30\|70.30\|67.80\|122740;2026-05-20\|68.68\|0.47\|68.09\|69.79\|67.33\|96283;2026-05-21\|68.48\|-0.29\|68.69\|71.00\|68.20\|144560;2026-05-22\|67.76\|-1.05\|69.00\|69.60\|67.38\|102758;2026-05-25\|66.91\|-1.25\|67.77\|67.97\|66.39\|77599;2026-05-26\|66.88\|-0.04\|66.91\|68.50\|65.89\|81518;2026-05-27\|64.33\|-3.81\|66.41\|66.90\|64.13\|76802;2026-05-28\|62.34\|-3.09\|64.00\|64.00\|60.80\|86310;2026-05-29\|58.72\|-5.81\|62.00\|62.34\|58.60\|92285;2026-06-01\|59.59\|1.48\|58.77\|60.20\|58.52\|50543;2026-06-02\|58.40\|-2.00\|59.66\|60.06\|57.50\|53150;2026-06-03\|57.60\|-1.37\|58.47\|59.20\|57.35\|51275;2026-06-04\|56.72\|-1.53\|57.35\|58.32\|56.48\|51397;2026-06-05\|58.92\|3.88\|56.72\|59.78\|55.41\|91089;2026-06-08\|61.29\|4.02\|57.62\|61.58\|57.30\|107954;2026-06-09\|60.55\|-1.21\|61.28\|61.28\|59.30\|66187;2026-06-10\|58.47\|-3.44\|60.02\|61.08\|58.17\|61752;2026-06-11\|55.68\|-4.77\|58.25\|58.60\|54.31\|99507;2026-06-12\|54.48\|-2.16\|56.40\|56.50\|54.16\|111493;2026-06-15\|55.58\|2.02\|54.48\|55.75\|54.48\|79783;2026-06-16\|54.91\|-1.21\|55.60\|55.77\|54.85\|56317;2026-06-17\|53.32\|-2.90\|54.50\|54.64\|53.01\|81531;2026-06-18\|53.08\|-0.45\|53.25\|54.29\|52.36\|54377;2026-06-22\|53.80\|1.36\|53.53\|55.00\|52.51\|66968;2026-06-23\|52.20\|-2.97\|53.36\|53.77\|51.90\|63010;2026-06-24\|51.27\|-1.78\|51.84\|52.25\|51.03\|53473;2026-06-25\|51.47\|0.39\|51.23\|52.68\|50.51\|59478;2026-06-26\|49.45\|-3.92\|51.30\|51.47\|49.45\|54252;2026-06-29\|49.78\|0.67\|49.45\|50.25\|48.40\|68979;2026-06-30\|50.75\|1.95\|49.71\|51.16\|49.26\|69117;2026-07-01\|51.65\|1.77\|50.66\|51.99\|50.11\|67507;2026-07-02\|51.26\|-0.76\|51.60\|52.73\|51.05\|62924;2026-07-03\|54.68\|6.67\|51.95\|55.64\|51.18\|123958;2026-07-06\|52.90\|-3.26\|53.50\|54.66\|52.70\|72231;2026-07-07\|51.89\|-1.91\|52.66\|53.90\|51.73\|58434;2026-07-08\|50.13\|-1.65\|51.00\|51.19\|49.86\|43134;2026-07-09\|50.81\|1.36\|50.00\|50.97\|49.76\|37804;2026-07-10\|51.68\|1.71\|51.00\|52.76\|50.11\|63294;2026-07-13\|50.85\|-1.61\|51.58\|51.99\|50.72\|46939;2026-07-14\|50.54\|-0.61\|50.85\|51.69\|50.15\|42136;2026-07-15\|53.20\|5.26\|50.54\|54.24\|50.45\|78075;2026-07-16\|55.66\|4.62\|52.65\|56.41\|52.65\|94592;2026-07-17\|53.39\|-4.08\|55.36\|56.16\|53.11\|71800;2026-07-20\|55.30\|3.58\|53.90\|55.34\|52.85\|82056;2026-07-21\|56.35\|1.90\|54.60\|57.90\|54.20\|107019
90442	国家电网印发《2026年具身智能发展规划》	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	2026-03-12\|27.78\|-2.56\|28.51\|28.67\|27.71\|13063;2026-03-13\|28.21\|1.55\|27.79\|28.74\|27.51\|15439;2026-03-16\|28.14\|-0.25\|28.37\|28.65\|27.99\|13542;2026-03-17\|27.46\|-2.42\|28.30\|28.38\|27.40\|10316;2026-03-18\|27.73\|0.98\|27.47\|27.77\|27.31\|8717;2026-03-19\|26.62\|-4.00\|27.37\|27.79\|26.50\|14266;2026-03-20\|25.58\|-3.91\|26.63\|26.82\|25.50\|15867;2026-03-23\|24.07\|-5.90\|24.33\|25.55\|23.81\|23871;2026-03-24\|25.33\|5.23\|24.90\|25.33\|24.40\|18882;2026-03-25\|25.24\|-0.36\|25.44\|25.58\|25.08\|10888;2026-03-26\|25.04\|-0.79\|25.35\|25.63\|24.85\|11062;2026-03-27\|25.38\|1.36\|25.03\|25.47\|24.80\|9585;2026-03-30\|25.40\|0.08\|25.10\|25.40\|24.87\|10556;2026-03-31\|27.94\|10.00\|25.87\|27.94\|25.50\|52463;2026-04-01\|28.93\|3.54\|27.86\|30.00\|27.55\|76634;2026-04-02\|28.59\|-1.18\|29.36\|29.47\|28.34\|35876;2026-04-03\|27.20\|-4.86\|28.87\|28.98\|27.10\|32094;2026-04-07\|26.63\|-2.10\|27.20\|27.36\|26.60\|22290;2026-04-08\|27.47\|3.15\|27.56\|27.58\|27.07\|23652;2026-04-09\|26.95\|-1.89\|27.55\|27.55\|26.82\|14948;2026-04-10\|26.28\|-2.49\|26.78\|26.82\|25.50\|30335;2026-04-13\|26.33\|0.19\|26.26\|26.56\|25.70\|16255;2026-04-14\|25.93\|-1.52\|26.50\|26.55\|25.80\|26043;2026-04-15\|25.66\|-1.04\|25.73\|26.05\|25.51\|15745;2026-04-16\|26.08\|1.64\|25.65\|26.16\|25.41\|17988;2026-04-17\|25.95\|-0.50\|25.98\|26.06\|25.61\|13688;2026-04-20\|26.40\|1.73\|25.90\|26.55\|25.84\|16234;2026-04-21\|26.21\|-0.72\|26.25\|26.36\|25.78\|14328;2026-04-22\|26.32\|0.42\|25.99\|26.79\|25.89\|13326;2026-04-23\|26.02\|-1.14\|26.14\|26.50\|25.84\|15782;2026-04-24\|25.77\|-0.96\|26.00\|26.03\|25.60\|11356;2026-04-27\|28.35\|10.01\|25.85\|28.35\|25.85\|26836;2026-04-28\|27.00\|-4.76\|28.41\|28.41\|26.53\|60352;2026-04-29\|27.20\|0.74\|27.00\|28.20\|26.09\|48621;2026-04-30\|29.33\|7.83\|27.20\|29.50\|26.90\|79601;2026-05-06\|30.22\|3.03\|28.78\|30.58\|28.26\|62308;2026-05-07\|31.17\|3.14\|29.92\|31.25\|29.60\|48809;2026-05-08\|33.00\|5.87\|31.18\|33.33\|31.18\|57758;2026-05-11\|35.41\|7.30\|33.15\|36.29\|33.15\|64155;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
90441	主板ST股涨跌幅拟放宽至10%	拟收购必凯尔+应急救护+体外诊断 1、据2026年6月30日公告，公司拟以支付现金方式向蓝帆医疗购买其持有的必凯尔100%股权，交易价格为1.9亿元，本次交易构成重大资产重组。 2、据证券时报网2026年6月29日报道，交易对手方承诺标的公司2026年至2028年累计净利润不低于6500万元；据2026年6月30日公告，标的公司主营以急救包为核心的应急救护产品研发、生产及销售，本次收购将助力公司切入工业应急救护与商超赛道，构建“诊断-防护-救治”协同生态。 3、据2026年6月30日公告，公司主营业务重心为急危重症领域的体外诊断POCT试剂和诊断仪器的研发、生产、销售和服务；据2024年半年报，公司在食品毒素检测领域布局有霉菌毒素快速定量检测产品。	中国领先的体外诊断综合解决方案供应商；主要产品和服务包括体外诊断试剂和仪器、第三方医学检验服务，体外诊断试剂覆盖感染性疾病系列、心脑血管疾病系列、肾脏疾病系列等
90440	主板ST股涨跌幅拟放宽至10%	AI微短剧+长沙国资+扭亏行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年2月2日互动易，公司与通义千问、豆包、阶跃星辰合作共建数字视频垂类大模型及微短剧智能生产平台。 2、据2026年1月17日公告，公司预计2025年归母净利润2700–3000万元，同比扭亏，营收3.3–3.45亿元，体育赛事及音视频算料业务贡献增量。 3、据2025年半年度报告，公司主营纪录片、文化综艺、短剧等视频内容投制运营，最终控制人为长沙市人民政府国有资产监督管理委员会。	具有全国影响力的综合性传媒集团；公司主要从事综艺、纪录片、影视剧、短视频等视频内容的生产和运营	2026-03-12\|20.78\|-0.95\|20.94\|20.95\|20.71\|5229;2026-03-13\|20.59\|-0.91\|20.58\|20.80\|20.46\|9768;2026-03-16\|20.68\|0.44\|20.59\|20.89\|20.51\|14110;2026-03-17\|20.57\|-0.53\|20.79\|20.79\|20.50\|8406;2026-03-18\|20.82\|1.22\|20.51\|20.83\|20.43\|8308;2026-03-19\|20.41\|-1.97\|20.61\|20.76\|20.12\|13122;2026-03-20\|19.73\|-3.33\|20.39\|20.68\|19.71\|11491;2026-03-23\|18.74\|-5.02\|19.25\|19.38\|18.74\|13647;2026-03-24\|18.92\|0.96\|18.90\|18.93\|18.00\|13856;2026-03-25\|19.39\|2.48\|19.00\|19.44\|18.80\|7945;2026-03-26\|19.30\|-0.46\|19.57\|19.58\|18.91\|10837;2026-03-27\|19.53\|1.19\|19.18\|19.57\|19.04\|7390;2026-03-30\|19.54\|0.05\|19.15\|19.55\|19.15\|4770;2026-03-31\|19.49\|-0.26\|19.47\|19.78\|19.25\|6538;2026-04-01\|19.63\|0.72\|19.49\|19.66\|19.47\|7589;2026-04-02\|19.35\|-1.43\|19.53\|19.55\|19.09\|9373;2026-04-03\|19.04\|-1.60\|19.43\|19.44\|19.03\|5367;2026-04-07\|18.85\|-1.00\|18.99\|19.16\|18.76\|8305;2026-04-08\|19.61\|4.03\|19.10\|19.63\|19.10\|16849;2026-04-09\|20.08\|2.40\|19.52\|20.15\|19.49\|15900;2026-04-10\|20.08\|0.00\|20.05\|20.30\|19.95\|12780;2026-04-13\|21.08\|4.98\|20.20\|21.08\|20.20\|16696;2026-04-14\|21.65\|2.70\|22.00\|22.00\|21.40\|45067;2026-04-15\|21.74\|0.42\|21.65\|21.90\|21.47\|20828;2026-04-16\|22.10\|1.66\|22.00\|22.65\|21.98\|26954;2026-04-17\|22.20\|0.45\|21.83\|22.45\|21.83\|28058;2026-04-20\|21.37\|-3.74\|22.16\|22.16\|21.10\|44800;2026-04-21\|22.01\|2.99\|21.37\|22.02\|21.37\|23958;2026-04-22\|22.42\|1.86\|22.02\|22.52\|22.00\|26645;2026-04-23\|21.79\|-2.81\|22.40\|22.56\|21.75\|22235;2026-04-24\|22.04\|1.15\|21.69\|22.10\|21.27\|21165;2026-04-27\|23.14\|4.99\|22.32\|23.14\|21.82\|37881;2026-04-28\|23.99\|3.67\|23.16\|24.16\|23.16\|47507;2026-04-29\|23.84\|-0.63\|24.25\|24.45\|23.78\|33288;2026-04-30\|24.63\|3.31\|23.40\|24.88\|23.34\|37977;2026-05-06\|24.88\|1.01\|24.70\|25.30\|24.37\|32827;2026-05-07\|25.10\|0.88\|24.60\|26.12\|24.60\|53073;2026-05-08\|25.94\|3.35\|25.13\|26.18\|25.12\|43859;2026-05-11\|25.91\|-0.12\|25.93\|26.42\|25.18\|34959;2026-05-12\|24.61\|-5.02\|26.06\|26.09\|24.61\|36805;2026-05-13\|24.84\|0.93\|24.40\|25.10\|24.25\|28598;2026-05-14\|24.43\|-1.65\|24.63\|24.98\|23.73\|38769;2026-05-15\|24.82\|1.60\|24.53\|25.00\|24.10\|23307;2026-05-18\|23.58\|-5.00\|24.46\|24.60\|23.58\|21495;2026-05-19\|23.43\|-0.64\|23.29\|23.69\|22.73\|19120;2026-05-20\|23.18\|-1.07\|23.43\|23.55\|23.04\|14494;2026-05-21\|23.02\|-0.69\|23.49\|23.70\|22.89\|16936;2026-05-22\|24.17\|5.00\|23.22\|24.17\|23.22\|26360;2026-05-25\|24.96\|3.27\|24.30\|25.08\|24.03\|37793;2026-05-26\|24.81\|-0.28\|24.86\|24.90\|24.15\|19173;2026-05-27\|24.60\|-0.85\|24.64\|24.79\|24.08\|14946;2026-05-28\|25.25\|2.64\|24.50\|25.55\|24.17\|16327;2026-05-29\|24.95\|-1.19\|25.14\|25.56\|24.52\|17770;2026-06-02\|24.09\|-3.45\|26.00\|27.20\|23.10\|93502;2026-06-03\|21.68\|-10.00\|22.62\|23.16\|21.68\|81556;2026-06-04\|20.60\|-4.98\|20.80\|21.39\|20.52\|50653;2026-06-05\|20.32\|-1.36\|20.44\|20.96\|19.67\|56863;2026-06-08\|19.63\|-3.40\|20.22\|21.06\|19.40\|53952;2026-06-09\|19.29\|-1.73\|19.70\|19.90\|19.00\|46371;2026-06-10\|19.32\|0.16\|19.12\|20.20\|19.00\|46874;2026-06-11\|18.52\|-4.14\|19.16\|19.16\|18.17\|46468;2026-06-12\|18.54\|0.11\|18.60\|18.96\|17.74\|42900;2026-06-15\|18.63\|0.49\|18.54\|19.05\|18.54\|33131;2026-06-16\|20.49\|9.98\|18.42\|20.49\|17.94\|59335;2026-06-25\|19.10\|-6.78\|19.80\|20.46\|18.44\|121710;2026-06-26\|17.91\|-6.23\|18.51\|18.58\|17.45\|66307;2026-06-29\|17.05\|-4.80\|17.55\|17.80\|16.66\|49391;2026-06-30\|17.90\|4.99\|17.10\|17.97\|16.86\|39527;2026-07-01\|17.68\|-1.23\|17.86\|18.19\|17.45\|37562;2026-07-02\|17.66\|-0.11\|17.81\|18.33\|17.60\|34952;2026-07-03\|17.61\|-0.28\|17.67\|18.10\|17.43\|28924;2026-07-06\|17.80\|1.08\|17.63\|18.15\|17.43\|30111;2026-07-07\|16.82\|-5.51\|17.74\|17.93\|16.81\|30935;2026-07-08\|16.45\|-2.20\|16.70\|16.98\|16.29\|26828;2026-07-09\|16.15\|-1.82\|16.70\|16.70\|15.90\|23716;2026-07-10\|16.46\|1.92\|16.20\|16.85\|15.94\|28977;2026-07-13\|15.47\|-6.01\|16.31\|16.60\|15.47\|28926;2026-07-14\|15.81\|2.20\|15.59\|15.88\|15.35\|20802;2026-07-15\|15.96\|0.95\|15.84\|16.16\|15.70\|19641;2026-07-16\|16.48\|3.26\|15.81\|16.75\|15.67\|28356;2026-07-17\|15.60\|-5.34\|16.53\|17.00\|15.56\|27590;2026-07-20\|15.11\|-3.14\|15.72\|16.22\|14.86\|35239;2026-07-21\|14.76\|-2.32\|15.02\|15.16\|13.98\|42209
90439	主板ST股涨跌幅拟放宽至10%	控制权变更+男装品牌+ST板块 1、据2026年6月18日公告，控股股东方维同创向广州延丰数字科技有限公司协议转让公司14.81%股份，已于2026年6月17日完成过户登记，公司控股股东变更为延丰数字，实际控制人变更为王波。 2、据2025年年报，公司以“步森男装”为主打品牌，拥有完整的研发、设计、制造和销售体系，并积极拓展直营与新零售业务。 3、据2026年5月14日公告，公司已向深交所申请撤销退市风险警示及其他风险警示，该申请能否获得同意尚存在不确定性。	公司预计2025年盈利900万元-1300万元，同比扭亏	2026-03-12\|15.05\|0.60\|15.14\|15.50\|14.83\|20531;2026-03-13\|14.88\|-1.13\|15.05\|15.40\|14.87\|20679;2026-03-23\|14.27\|-4.10\|15.62\|15.62\|14.14\|87790;2026-03-24\|13.92\|-2.45\|13.76\|14.30\|13.63\|37105;2026-03-25\|13.30\|-4.45\|14.00\|14.15\|13.22\|54157;2026-03-26\|13.97\|5.04\|13.32\|13.97\|13.07\|22236;2026-03-27\|14.67\|5.01\|14.28\|14.67\|13.97\|37961;2026-03-30\|15.14\|3.20\|14.48\|15.28\|14.33\|32650;2026-03-31\|14.81\|-2.18\|15.50\|15.50\|14.62\|24338;2026-04-01\|14.91\|0.68\|14.90\|15.40\|14.67\|17441;2026-04-02\|14.30\|-4.09\|14.39\|14.74\|14.21\|16013;2026-04-03\|14.15\|-1.05\|14.30\|14.40\|13.86\|12114;2026-04-07\|14.12\|-0.21\|14.20\|14.26\|14.00\|7385;2026-04-08\|13.98\|-0.99\|14.26\|14.50\|13.82\|26778;2026-04-09\|13.85\|-0.93\|14.00\|14.00\|13.30\|11499;2026-04-10\|13.74\|-0.79\|13.87\|14.12\|13.48\|29067;2026-04-13\|13.19\|-4.00\|13.48\|13.48\|13.05\|40678;2026-04-14\|12.54\|-4.93\|12.53\|13.10\|12.53\|49208;2026-04-15\|13.17\|5.02\|12.75\|13.17\|12.71\|18256;2026-04-16\|13.61\|3.34\|13.50\|13.78\|13.36\|34654;2026-04-17\|13.85\|1.76\|13.60\|14.11\|13.40\|19419;2026-04-20\|13.89\|0.29\|13.75\|14.27\|13.75\|31620;2026-04-21\|13.74\|-1.08\|13.78\|14.02\|13.56\|19941;2026-04-22\|13.36\|-2.77\|13.74\|13.85\|13.25\|23153;2026-04-23\|12.79\|-4.27\|13.30\|13.40\|12.74\|36730;2026-04-24\|12.70\|-0.70\|12.84\|13.24\|12.59\|22510;2026-04-27\|13.34\|5.04\|12.60\|13.34\|12.55\|30242;2026-04-28\|14.01\|5.02\|13.90\|14.01\|13.81\|12080;2026-04-29\|14.20\|1.36\|14.71\|14.71\|14.06\|97634;2026-04-30\|14.41\|1.48\|14.50\|14.70\|14.16\|41412;2026-05-06\|14.24\|-1.18\|14.41\|14.70\|14.04\|46460;2026-05-07\|14.39\|1.05\|14.37\|14.58\|14.16\|27852;2026-05-08\|15.11\|5.00\|14.47\|15.11\|14.44\|44073;2026-05-11\|15.87\|5.03\|15.50\|15.87\|15.21\|44442;2026-05-12\|16.44\|3.59\|15.87\|16.66\|15.87\|67306;2026-05-13\|17.26\|4.99\|16.51\|17.26\|16.29\|25029;2026-05-14\|17.64\|2.20\|18.10\|18.12\|17.40\|88002;2026-05-15\|16.76\|-4.99\|17.90\|18.02\|16.76\|59766;2026-05-18\|16.65\|-0.66\|16.76\|17.02\|16.10\|35627;2026-05-19\|16.32\|-1.98\|16.90\|16.90\|16.15\|30968;2026-05-20\|15.95\|-2.27\|16.32\|16.50\|15.65\|23557;2026-05-21\|15.66\|-1.82\|15.73\|16.53\|15.37\|35440;2026-05-22\|16.14\|3.07\|15.97\|16.44\|15.65\|36198;2026-05-25\|16.08\|-0.37\|15.91\|16.49\|15.91\|26462;2026-05-26\|16.88\|4.98\|16.01\|16.88\|16.01\|19718;2026-05-27\|16.67\|-1.24\|17.29\|17.72\|16.52\|40096;2026-05-28\|16.40\|-1.62\|16.48\|16.78\|16.20\|22654;2026-05-29\|15.86\|-3.29\|16.52\|16.86\|15.59\|33265;2026-06-01\|16.15\|1.83\|16.00\|16.25\|15.69\|20000;2026-06-02\|16.09\|-0.37\|16.50\|16.65\|15.90\|23025;2026-06-03\|16.01\|-0.50\|15.97\|16.21\|15.60\|18117;2026-06-04\|15.81\|-1.25\|15.72\|16.07\|15.72\|14404;2026-06-05\|15.88\|0.44\|15.72\|16.06\|15.42\|14720;2026-06-08\|15.64\|-1.51\|15.70\|16.02\|15.30\|20120;2026-06-09\|15.98\|2.17\|16.15\|16.15\|15.38\|21401;2026-06-10\|15.86\|-0.75\|15.98\|16.50\|15.74\|20115;2026-06-11\|15.79\|-0.44\|15.70\|15.87\|15.50\|10667;2026-06-12\|16.44\|4.12\|16.00\|16.58\|15.61\|29211;2026-06-15\|16.65\|1.28\|16.39\|16.75\|16.10\|20813;2026-06-16\|16.21\|-2.64\|16.66\|16.84\|16.17\|17682;2026-06-17\|16.01\|-1.23\|16.20\|16.26\|15.81\|22900;2026-06-18\|16.48\|2.94\|16.00\|16.49\|15.90\|16991;2026-06-22\|15.68\|-4.85\|16.42\|16.42\|15.68\|22158;2026-06-23\|15.12\|-3.57\|15.65\|15.65\|14.90\|26261;2026-06-24\|15.12\|0.00\|15.09\|15.30\|14.69\|10761;2026-06-25\|14.46\|-4.37\|15.20\|15.20\|14.38\|16673;2026-06-26\|14.09\|-2.56\|14.46\|14.46\|13.79\|27778;2026-06-29\|13.41\|-4.83\|14.08\|14.16\|13.39\|23905;2026-06-30\|14.08\|5.00\|13.48\|14.08\|13.41\|14092;2026-07-01\|14.78\|4.97\|14.78\|14.78\|14.32\|5561;2026-07-02\|15.52\|5.01\|15.52\|15.52\|15.52\|6267;2026-07-03\|16.21\|4.45\|15.89\|16.23\|15.10\|44488;2026-07-06\|15.20\|-6.23\|16.46\|16.47\|15.14\|26750;2026-07-07\|15.03\|-1.12\|15.28\|15.48\|14.83\|17746;2026-07-08\|14.67\|-2.40\|15.06\|15.10\|14.54\|11646;2026-07-09\|14.45\|-1.50\|14.60\|14.98\|14.25\|11196;2026-07-10\|14.52\|0.48\|14.57\|14.69\|14.21\|10328;2026-07-13\|14.05\|-3.24\|14.27\|14.74\|14.05\|11761;2026-07-14\|14.19\|1.00\|14.02\|14.25\|13.75\|12777;2026-07-15\|14.32\|0.92\|14.20\|14.72\|13.79\|11006;2026-07-16\|14.19\|-0.91\|14.20\|14.39\|14.11\|5696;2026-07-17\|13.56\|-4.44\|14.22\|14.29\|13.50\|13053;2026-07-20\|13.10\|-3.39\|13.67\|13.90\|12.80\|13126;2026-07-21\|12.93\|-1.30\|13.12\|13.30\|12.20\|14434
90438	主板ST股涨跌幅拟放宽至10%	涨停揭秘：主板ST股涨跌幅拟放宽至10%，叠加关联方无偿捐赠2500万元改善净资产，摘帽预期升温；涨停缘由：ST监管政策边际放松、实质性资产注入落地、2025年年报扭亏为盈概率大幅提升；资金逻辑：小市值ST股获短线资金博弈，4月27日换手率达8.2%，主力净流入占比超65%；风险提示：公司持续经营能力仍存不确定性，净资产仍为负，摘帽尚需交易所审核确认	关联方向公司无偿捐赠现金2500万元	2026-03-12\|4.98\|-3.49\|5.15\|5.17\|4.97\|40565;2026-03-13\|4.98\|0.00\|4.95\|5.02\|4.95\|25966;2026-03-16\|5.03\|1.00\|4.90\|5.06\|4.90\|26447;2026-03-17\|4.99\|-0.80\|5.02\|5.07\|4.96\|32627;2026-03-18\|4.92\|-1.40\|5.00\|5.01\|4.86\|33623;2026-03-19\|4.85\|-1.42\|4.90\|4.96\|4.84\|27968;2026-03-20\|5.02\|3.51\|4.85\|5.26\|4.77\|58630;2026-03-23\|4.75\|-5.38\|4.95\|4.97\|4.68\|47665;2026-03-24\|4.89\|2.95\|4.80\|4.89\|4.73\|27440;2026-03-25\|4.99\|2.04\|4.91\|5.01\|4.90\|31090;2026-03-26\|4.93\|-1.20\|4.99\|5.04\|4.83\|33747;2026-03-27\|5.18\|5.07\|4.94\|5.21\|4.93\|55499;2026-03-30\|5.17\|-0.19\|5.08\|5.20\|5.05\|31617;2026-03-31\|4.97\|-3.87\|5.15\|5.22\|4.95\|31072;2026-04-01\|4.91\|-1.21\|5.05\|5.06\|4.85\|29021;2026-04-02\|4.94\|0.61\|4.91\|5.01\|4.88\|24451;2026-04-03\|4.72\|-4.45\|4.98\|4.99\|4.72\|25233;2026-04-07\|4.44\|-5.93\|4.71\|4.74\|4.44\|48697;2026-04-08\|4.65\|4.73\|4.51\|4.66\|4.51\|36002;2026-04-09\|4.52\|-2.80\|4.61\|4.61\|4.50\|27897;2026-04-10\|4.72\|4.42\|4.53\|4.85\|4.53\|38660;2026-04-13\|4.85\|2.75\|4.78\|4.94\|4.73\|35529;2026-04-14\|4.94\|1.86\|4.86\|5.01\|4.79\|36878;2026-04-15\|4.53\|-8.30\|4.60\|4.75\|4.50\|76761;2026-04-16\|4.61\|1.77\|4.53\|4.71\|4.46\|44013;2026-04-17\|4.49\|-2.60\|4.59\|4.61\|4.44\|46181;2026-04-20\|4.09\|-8.91\|4.49\|4.51\|4.01\|95317;2026-04-21\|4.17\|1.96\|4.09\|4.31\|4.09\|49161;2026-04-22\|3.90\|-6.47\|4.10\|4.22\|3.90\|59613;2026-04-23\|3.52\|-9.74\|3.90\|4.07\|3.49\|97927;2026-04-24\|3.60\|2.27\|3.52\|3.67\|3.40\|72498;2026-04-27\|4.32\|20.00\|3.70\|4.32\|3.56\|100100;2026-04-28\|3.46\|-19.91\|3.46\|3.46\|3.46\|18938;2026-04-29\|2.77\|-19.94\|2.77\|2.77\|2.77\|8843;2026-06-18\|0.20\|-92.78\|0.20\|0.25\|0.18\|870826;2026-06-22\|0.18\|-10.00\|0.18\|0.19\|0.16\|389111;2026-06-23\|0.17\|-5.56\|0.17\|0.19\|0.16\|294041;2026-06-24\|0.15\|-11.76\|0.17\|0.17\|0.15\|222994;2026-06-25\|0.15\|0.00\|0.15\|0.16\|0.14\|174426;2026-06-26\|0.15\|0.00\|0.15\|0.16\|0.14\|74673;2026-06-29\|0.15\|0.00\|0.15\|0.15\|0.14\|85296;2026-06-30\|0.15\|0.00\|0.14\|0.16\|0.14\|143589;2026-07-01\|0.15\|0.00\|0.15\|0.16\|0.15\|162956;2026-07-02\|0.16\|6.67\|0.15\|0.17\|0.15\|244918;2026-07-03\|0.15\|-6.25\|0.16\|0.16\|0.14\|190757;2026-07-06\|0.14\|-6.67\|0.15\|0.15\|0.13\|192770;2026-07-07\|0.13\|-7.14\|0.14\|0.14\|0.12\|145451;2026-07-08\|0.14\|7.69\|0.13\|0.14\|0.12\|192969;2026-07-09\|0.12\|-14.29\|0.13\|0.14\|0.12\|205943;2026-07-21\|0.12\|0.00\|0.00\|0.00\|0.00\|0
90437	主板ST股涨跌幅拟放宽至10%	保壳博弈+保健酒+海南国资行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月9日异常波动公告，公司预计2025年营收3.7亿元、扣除后3.5亿元，高于3亿元退市红线。 2、据2025年三季报及2025年3月25日监管回复，公司聚焦椰岛鹿龟酒、海王酒两大保健酒单品，前三季度酒类收入1.46亿元，同比增15.77%，渠道已扩至新疆、河南、重庆、江苏。 3、据2025年半年报，公司最终控制人为海口市国资委，属海南地方国企。	海南本地股，主营以保健酒类产品为主	2026-03-12\|5.41\|-3.22\|5.51\|5.67\|5.40\|69155;2026-03-13\|5.42\|0.18\|5.41\|5.49\|5.38\|34338;2026-03-16\|5.53\|2.03\|5.39\|5.57\|5.39\|38567;2026-03-17\|5.47\|-1.08\|5.52\|5.64\|5.46\|43262;2026-03-18\|5.50\|0.55\|5.52\|5.52\|5.41\|25845;2026-03-19\|5.38\|-2.18\|5.41\|5.46\|5.37\|33896;2026-03-20\|5.12\|-4.83\|5.36\|5.41\|5.11\|72671;2026-03-23\|5.04\|-1.56\|5.10\|5.23\|4.95\|58447;2026-03-24\|5.12\|1.59\|4.96\|5.15\|4.96\|36642;2026-03-25\|5.38\|5.08\|5.00\|5.38\|5.00\|87158;2026-03-26\|5.16\|-4.09\|5.38\|5.47\|5.16\|114210;2026-03-27\|5.08\|-1.55\|5.06\|5.15\|5.06\|56464;2026-03-30\|5.00\|-1.57\|5.05\|5.15\|4.98\|55103;2026-03-31\|4.75\|-5.00\|5.01\|5.05\|4.75\|124066;2026-04-01\|4.74\|-0.21\|4.76\|4.80\|4.51\|149985;2026-04-02\|4.59\|-3.16\|4.67\|4.69\|4.50\|84850;2026-04-03\|4.36\|-5.01\|4.60\|4.62\|4.36\|78856;2026-04-07\|4.14\|-5.05\|4.14\|4.19\|4.14\|47838;2026-04-08\|3.93\|-5.07\|3.93\|3.93\|3.93\|18248;2026-04-09\|3.73\|-5.09\|3.73\|3.73\|3.73\|13738;2026-04-10\|3.92\|5.09\|3.54\|3.92\|3.54\|173465;2026-04-13\|4.12\|5.10\|3.72\|4.12\|3.72\|243768;2026-04-14\|4.33\|5.10\|4.33\|4.33\|4.31\|37008;2026-04-15\|4.55\|5.08\|4.55\|4.55\|4.54\|66806;2026-04-16\|4.60\|1.10\|4.36\|4.78\|4.36\|256662;2026-04-17\|4.67\|1.52\|4.65\|4.78\|4.57\|155714;2026-04-20\|4.73\|1.28\|4.63\|4.85\|4.59\|94391;2026-04-21\|4.74\|0.21\|4.73\|4.75\|4.63\|57287;2026-04-22\|4.69\|-1.05\|4.69\|4.79\|4.68\|52466;2026-04-23\|4.77\|1.71\|4.71\|4.84\|4.64\|64314;2026-04-24\|4.98\|4.40\|4.76\|5.01\|4.75\|99581;2026-04-27\|5.23\|5.02\|4.83\|5.23\|4.83\|142563;2026-04-28\|5.49\|4.97\|5.45\|5.49\|5.40\|47106;2026-04-29\|5.50\|0.18\|5.76\|5.76\|5.22\|235013;2026-04-30\|5.64\|2.55\|5.78\|5.78\|5.56\|244400;2026-05-06\|5.43\|-3.72\|5.44\|5.55\|5.36\|171528;2026-05-07\|5.32\|-2.03\|5.52\|5.54\|5.21\|92219;2026-05-08\|5.30\|-0.38\|5.41\|5.48\|5.27\|82225;2026-05-11\|5.07\|-4.34\|5.30\|5.32\|5.04\|112430;2026-05-12\|5.12\|0.99\|5.08\|5.17\|5.00\|62138;2026-05-13\|5.07\|-0.98\|5.14\|5.17\|4.96\|65561;2026-05-14\|5.32\|4.93\|5.21\|5.32\|5.04\|81644;2026-05-15\|5.16\|-3.01\|5.46\|5.59\|5.10\|125856;2026-05-18\|4.97\|-3.68\|5.11\|5.11\|4.91\|86175;2026-05-19\|5.06\|1.81\|5.00\|5.11\|4.98\|48988;2026-05-20\|5.31\|4.94\|5.06\|5.31\|5.06\|67256;2026-05-21\|5.13\|-3.39\|5.31\|5.31\|5.12\|65306;2026-05-22\|5.27\|2.73\|5.13\|5.31\|5.09\|57858;2026-05-25\|5.29\|0.38\|5.31\|5.35\|5.20\|42670;2026-05-26\|5.12\|-3.21\|5.31\|5.31\|5.09\|59852;2026-05-27\|5.13\|0.20\|5.08\|5.24\|5.05\|50542;2026-05-28\|5.05\|-1.56\|5.14\|5.15\|4.99\|41611;2026-05-29\|4.95\|-1.98\|5.01\|5.15\|4.93\|55898;2026-06-01\|5.20\|5.05\|4.95\|5.20\|4.87\|71390;2026-06-02\|5.14\|-1.15\|5.30\|5.30\|5.09\|44370;2026-06-03\|5.08\|-1.17\|5.08\|5.24\|5.08\|38290;2026-06-04\|5.14\|1.18\|5.03\|5.17\|5.01\|32939;2026-06-05\|5.13\|-0.19\|5.16\|5.22\|5.10\|32683;2026-06-08\|5.05\|-1.56\|5.04\|5.20\|5.01\|33876;2026-06-09\|5.14\|1.78\|5.02\|5.30\|5.02\|57586;2026-06-10\|5.07\|-1.36\|5.07\|5.20\|5.07\|35026;2026-06-11\|4.90\|-3.35\|5.02\|5.06\|4.86\|43984;2026-06-12\|4.91\|0.20\|4.83\|5.02\|4.83\|26055;2026-06-15\|5.01\|2.04\|4.98\|5.05\|4.91\|28080;2026-06-16\|4.97\|-0.80\|5.08\|5.08\|4.95\|24950;2026-06-17\|4.93\|-0.80\|4.97\|4.98\|4.86\|28348;2026-06-18\|4.83\|-2.03\|4.96\|4.96\|4.83\|26408;2026-06-22\|4.72\|-2.28\|4.82\|4.82\|4.59\|62866;2026-06-23\|4.96\|5.08\|4.69\|4.96\|4.68\|63192;2026-06-24\|4.78\|-3.63\|5.03\|5.07\|4.72\|53982;2026-06-25\|4.65\|-2.72\|4.75\|4.76\|4.60\|48668;2026-06-26\|4.54\|-2.37\|4.69\|4.70\|4.51\|40041;2026-06-29\|4.53\|-0.22\|4.54\|4.63\|4.41\|33741;2026-06-30\|4.45\|-1.77\|4.53\|4.54\|4.43\|46506;2026-07-01\|4.47\|0.45\|4.43\|4.57\|4.40\|41764;2026-07-02\|4.58\|2.46\|4.48\|4.65\|4.48\|49480;2026-07-03\|4.81\|5.02\|4.58\|4.81\|4.58\|46629;2026-07-06\|4.83\|0.42\|4.88\|5.04\|4.76\|61846;2026-07-07\|4.60\|-4.76\|4.83\|4.85\|4.55\|40074;2026-07-08\|4.55\|-1.09\|4.59\|4.64\|4.50\|22988;2026-07-09\|4.48\|-1.54\|4.55\|4.58\|4.43\|25441;2026-07-10\|4.57\|2.01\|4.48\|4.57\|4.45\|20386;2026-07-13\|4.32\|-5.47\|4.57\|4.57\|4.29\|35492;2026-07-14\|4.35\|0.69\|4.32\|4.42\|4.29\|14946;2026-07-15\|4.21\|-3.22\|4.38\|4.40\|4.14\|48526;2026-07-16\|4.21\|0.00\|4.21\|4.29\|4.14\|23997;2026-07-17\|4.07\|-3.33\|4.22\|4.28\|4.00\|33959;2026-07-20\|4.11\|0.98\|4.11\|4.38\|4.08\|51999;2026-07-21\|4.04\|-1.70\|4.05\|4.12\|3.93\|47219
90436	主板ST股涨跌幅拟放宽至10%	童装童鞋+三胎概念+此前获赠资产+ST板块行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2025年4月30日年度报告，公司主营3-13岁童装、童鞋及配饰，拥有“ABC KIDS”品牌，经销网络覆盖全国31省市，2024年营收3.27亿元，同比增长22.25%。 2、据2025年4月30日年度报告，公司指出生育鼓励政策持续完善，旗下业务面向儿童消费群体。 3、据证券时报网2025年11月28日报道，ST起步公告称，湖州洪亚自愿向起步股份无偿捐赠所持有的佛山鹏昌80%的股权。佛山鹏昌的核心业务主体为佛山鹏昌控制广西天丞51%股权。广西天丞作为一家从事铝合金产品研发与制造的现代化铝加工企业，其产品应用于汽车、电子电器、医疗器械等多个领域。	公司获捐赠资产，标的营收利润远超上市公司	2026-03-12\|3.82\|0.53\|3.80\|3.95\|3.76\|220876;2026-03-13\|4.01\|4.97\|3.77\|4.01\|3.77\|235761;2026-03-16\|4.21\|4.99\|3.96\|4.21\|3.96\|132341;2026-03-17\|4.36\|3.56\|4.33\|4.42\|4.20\|400289;2026-03-18\|4.14\|-5.05\|4.35\|4.41\|4.14\|348241;2026-03-19\|4.04\|-2.42\|4.19\|4.19\|3.99\|238497;2026-03-20\|4.04\|0.00\|4.09\|4.24\|4.03\|233419;2026-03-23\|4.01\|-0.74\|3.94\|4.17\|3.84\|213119;2026-03-24\|4.17\|3.99\|4.11\|4.21\|3.98\|166168;2026-03-25\|4.03\|-3.36\|4.16\|4.22\|3.98\|200781;2026-03-26\|3.91\|-2.98\|3.99\|4.04\|3.88\|136142;2026-03-27\|3.83\|-2.05\|3.92\|3.93\|3.82\|118513;2026-03-30\|3.88\|1.31\|3.80\|3.96\|3.70\|117367;2026-03-31\|3.80\|-2.06\|3.87\|3.97\|3.78\|100081;2026-04-01\|3.88\|2.11\|3.88\|3.88\|3.79\|95391;2026-04-02\|3.86\|-0.52\|3.88\|4.05\|3.86\|94496;2026-04-03\|3.71\|-3.89\|3.80\|3.85\|3.71\|69454;2026-04-07\|3.52\|-5.12\|3.74\|3.75\|3.52\|125589;2026-04-08\|3.67\|4.26\|3.58\|3.70\|3.51\|118454;2026-04-09\|3.60\|-1.91\|3.63\|3.82\|3.58\|88317;2026-04-10\|3.78\|5.00\|3.59\|3.78\|3.59\|105249;2026-04-13\|3.97\|5.03\|3.80\|3.97\|3.80\|95175;2026-04-14\|4.06\|2.27\|4.10\|4.16\|4.00\|213587;2026-04-15\|4.07\|0.25\|4.08\|4.20\|4.03\|98184;2026-04-16\|4.08\|0.25\|4.06\|4.16\|4.04\|86560;2026-04-17\|4.28\|4.90\|4.05\|4.28\|4.05\|127070;2026-04-20\|4.07\|-4.91\|4.30\|4.30\|4.07\|164325;2026-04-21\|3.99\|-1.97\|3.99\|4.06\|3.88\|121223;2026-04-22\|3.87\|-3.01\|3.95\|4.00\|3.82\|120702;2026-04-23\|3.71\|-4.13\|3.84\|3.92\|3.68\|181806;2026-04-24\|3.70\|-0.27\|3.71\|3.81\|3.65\|82600;2026-04-27\|3.89\|5.14\|3.76\|3.89\|3.68\|84410;2026-04-28\|4.08\|4.88\|4.01\|4.08\|4.01\|42257;2026-04-29\|4.26\|4.41\|4.28\|4.28\|4.19\|272814;2026-05-06\|4.47\|4.93\|4.05\|4.47\|4.05\|204392;2026-05-07\|4.69\|4.92\|4.66\|4.69\|4.57\|124917;2026-05-08\|4.50\|-4.05\|4.75\|4.83\|4.47\|232337;2026-05-11\|4.73\|5.11\|4.53\|4.73\|4.53\|86862;2026-05-12\|4.97\|5.07\|4.85\|4.97\|4.82\|123204;2026-05-13\|5.05\|1.61\|5.01\|5.17\|4.78\|210706;2026-05-14\|5.00\|-0.99\|5.07\|5.28\|4.93\|157996;2026-05-15\|4.97\|-0.60\|4.96\|5.04\|4.89\|109636;2026-05-18\|4.83\|-2.82\|4.96\|5.17\|4.80\|104971;2026-05-19\|4.64\|-3.93\|4.82\|4.88\|4.59\|131544;2026-05-20\|4.64\|0.00\|4.76\|4.76\|4.59\|68460;2026-05-21\|4.43\|-4.53\|4.69\|4.73\|4.42\|121821;2026-05-22\|4.46\|0.68\|4.43\|4.57\|4.39\|121082;2026-05-25\|4.56\|2.24\|4.47\|4.65\|4.38\|134289;2026-05-26\|4.49\|-1.54\|4.67\|4.67\|4.40\|85797;2026-05-27\|4.46\|-0.67\|4.45\|4.54\|4.35\|78018;2026-05-28\|4.68\|4.93\|4.43\|4.68\|4.43\|81032;2026-05-29\|4.73\|1.07\|4.83\|4.85\|4.68\|110716;2026-06-01\|4.71\|-0.42\|4.75\|4.82\|4.68\|51549;2026-06-02\|4.95\|5.10\|4.66\|4.95\|4.62\|73474;2026-06-03\|4.91\|-0.81\|5.00\|5.03\|4.83\|76187;2026-06-04\|4.90\|-0.20\|4.91\|5.03\|4.87\|42662;2026-06-05\|4.80\|-2.04\|4.92\|4.98\|4.80\|33717;2026-06-08\|4.63\|-3.54\|4.57\|4.77\|4.57\|49538;2026-06-09\|4.62\|-0.22\|4.53\|4.78\|4.53\|42672;2026-06-10\|4.46\|-3.46\|4.66\|4.66\|4.40\|78145;2026-06-11\|4.61\|3.36\|4.41\|4.63\|4.38\|53351;2026-06-12\|4.48\|-2.82\|4.66\|4.73\|4.47\|59223;2026-06-15\|4.50\|0.45\|4.56\|4.57\|4.46\|29811;2026-06-16\|4.37\|-2.89\|4.50\|4.52\|4.34\|56005;2026-06-17\|4.15\|-5.03\|4.33\|4.39\|4.15\|91131;2026-06-18\|4.36\|5.06\|4.16\|4.36\|4.16\|63458;2026-06-22\|4.58\|5.05\|4.52\|4.58\|4.48\|29384;2026-06-23\|4.61\|0.66\|4.71\|4.79\|4.49\|126995;2026-06-24\|4.53\|-1.74\|4.65\|4.71\|4.49\|47774;2026-06-25\|4.32\|-4.64\|4.58\|4.58\|4.30\|72255;2026-06-26\|4.22\|-2.31\|4.35\|4.39\|4.18\|39949;2026-06-29\|4.01\|-4.98\|4.20\|4.25\|4.01\|64773;2026-06-30\|3.81\|-4.99\|3.89\|4.13\|3.81\|117585;2026-07-01\|4.00\|4.99\|3.81\|4.00\|3.70\|76638;2026-07-02\|4.20\|5.00\|4.15\|4.20\|4.15\|24609;2026-07-03\|4.41\|5.00\|4.41\|4.41\|4.31\|71893;2026-07-06\|4.67\|5.90\|4.53\|4.84\|4.40\|178200;2026-07-07\|4.49\|-3.85\|4.68\|4.78\|4.39\|95875;2026-07-08\|4.29\|-4.45\|4.50\|4.59\|4.20\|82000;2026-07-09\|4.29\|0.00\|4.29\|4.44\|4.17\|69257;2026-07-10\|4.29\|0.00\|4.25\|4.34\|4.22\|33561;2026-07-13\|4.05\|-5.59\|4.30\|4.30\|4.01\|54809;2026-07-14\|4.09\|0.99\|4.08\|4.11\|3.97\|34559;2026-07-15\|3.97\|-2.93\|4.19\|4.19\|3.95\|41602;2026-07-16\|4.08\|2.77\|3.91\|4.19\|3.89\|53815;2026-07-17\|4.10\|0.49\|4.06\|4.23\|4.06\|53705;2026-07-20\|4.01\|-2.20\|4.10\|4.10\|3.92\|47183;2026-07-21\|4.03\|0.50\|3.96\|4.09\|3.93\|54404
90435	主板ST股涨跌幅拟放宽至10%		1、控股子公司意发功率核心产品为FRD等硅基功率半导体，同时具有IGBT设计能力，目前其拥有2条生产线，已稳定生产6英寸晶圆； 2、公司实施“高新科技+商业管理”双主业战略，商业管理以“自持+整租+委托管理”模式布局粤港澳大湾区及全国一二线城市核心地段，旗下深圳皇庭广场已成为区域购物中心标识之一
90434	主板ST股涨跌幅拟放宽至10%	储能+再生铜+冶金工程行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年4月29日年报，控股子公司联合立本成功切入储能电站开发建设赛道，实现向新型电力系统建设的转型升级。 2、据2026年4月29日年报，公司业务覆盖再生铜制造领域，旗下通山神雾正推进再生铜资源回收利用项目。 3、据2026年4月29日年报，公司旗下江苏院具备冶金行业甲级设计资质，主营冶金工程、节能环保等业务。	公司变更为无控股股东、无实控人	2026-03-12\|3.34\|0.00\|3.36\|3.40\|3.34\|28190;2026-03-13\|3.31\|-0.90\|3.36\|3.36\|3.30\|37587;2026-03-16\|3.32\|0.30\|3.37\|3.38\|3.29\|27929;2026-03-17\|3.49\|5.12\|3.32\|3.49\|3.30\|52044;2026-03-18\|3.53\|1.15\|3.64\|3.65\|3.48\|87233;2026-03-19\|3.49\|-1.13\|3.46\|3.57\|3.44\|42637;2026-03-20\|3.51\|0.57\|3.48\|3.61\|3.48\|45358;2026-03-23\|3.42\|-2.56\|3.46\|3.51\|3.33\|49809;2026-03-24\|3.41\|-0.29\|3.46\|3.54\|3.36\|38971;2026-03-25\|3.36\|-1.47\|3.39\|3.41\|3.27\|84613;2026-03-26\|3.31\|-1.49\|3.37\|3.38\|3.31\|39182;2026-03-27\|3.36\|1.51\|3.34\|3.38\|3.30\|33587;2026-03-30\|3.37\|0.30\|3.35\|3.42\|3.34\|31717;2026-03-31\|3.32\|-1.48\|3.38\|3.41\|3.31\|36766;2026-04-01\|3.40\|2.41\|3.36\|3.40\|3.34\|45884;2026-04-02\|3.41\|0.29\|3.40\|3.57\|3.38\|91589;2026-04-03\|3.38\|-0.88\|3.41\|3.43\|3.34\|32082;2026-04-07\|3.36\|-0.59\|3.38\|3.41\|3.36\|24767;2026-04-08\|3.39\|0.89\|3.39\|3.39\|3.34\|38804;2026-04-09\|3.34\|-1.47\|3.35\|3.39\|3.34\|24560;2026-04-10\|3.37\|0.90\|3.36\|3.37\|3.34\|29895;2026-04-13\|3.50\|3.86\|3.39\|3.53\|3.39\|94603;2026-04-14\|3.47\|-0.86\|3.53\|3.62\|3.43\|65268;2026-04-15\|3.42\|-1.44\|3.47\|3.47\|3.38\|39929;2026-04-16\|3.46\|1.17\|3.45\|3.52\|3.42\|45698;2026-04-17\|3.49\|0.87\|3.47\|3.54\|3.43\|56769;2026-04-20\|3.61\|3.44\|3.49\|3.65\|3.49\|92772;2026-04-21\|3.48\|-3.60\|3.61\|3.74\|3.43\|134048;2026-04-22\|3.51\|0.86\|3.46\|3.60\|3.46\|111303;2026-04-23\|3.37\|-3.99\|3.51\|3.55\|3.34\|123614;2026-04-24\|3.39\|0.59\|3.37\|3.44\|3.36\|68348;2026-04-27\|3.56\|5.01\|3.40\|3.56\|3.39\|128947;2026-04-28\|3.69\|3.65\|3.74\|3.74\|3.65\|169909;2026-04-29\|3.87\|4.88\|3.87\|3.87\|3.87\|32156;2026-04-30\|3.75\|-3.10\|4.06\|4.06\|3.68\|300075;2026-05-06\|3.74\|-0.27\|3.75\|3.89\|3.65\|190429;2026-05-07\|3.80\|1.60\|3.71\|3.83\|3.70\|119525;2026-05-08\|3.82\|0.53\|3.82\|3.96\|3.81\|150706;2026-05-11\|3.84\|0.52\|3.82\|3.87\|3.73\|141216;2026-05-12\|3.87\|0.78\|3.88\|3.92\|3.82\|100312;2026-05-13\|3.88\|0.26\|3.88\|3.97\|3.86\|137789;2026-05-14\|3.80\|-2.06\|3.89\|3.93\|3.78\|83052;2026-05-15\|3.75\|-1.32\|3.80\|3.84\|3.74\|80607;2026-05-18\|3.74\|-0.27\|3.81\|3.81\|3.70\|66313;2026-05-19\|3.73\|-0.27\|3.72\|3.76\|3.71\|54645;2026-05-20\|3.72\|-0.27\|3.74\|3.76\|3.68\|42326;2026-05-21\|3.70\|-0.54\|3.72\|3.75\|3.65\|55226;2026-05-22\|3.82\|3.24\|3.72\|3.82\|3.68\|62943;2026-05-25\|3.80\|-0.52\|3.84\|3.88\|3.77\|83680;2026-05-26\|3.78\|-0.53\|3.80\|3.83\|3.72\|58761;2026-05-27\|3.72\|-1.59\|3.79\|3.82\|3.71\|39528;2026-05-28\|3.74\|0.54\|3.72\|3.75\|3.69\|40884;2026-05-29\|3.71\|-0.80\|3.73\|3.78\|3.69\|36094;2026-06-01\|3.72\|0.27\|3.65\|3.74\|3.61\|37233;2026-06-02\|3.71\|-0.27\|3.75\|3.76\|3.68\|35483;2026-06-03\|3.52\|-5.12\|3.52\|3.52\|3.52\|9151;2026-06-04\|3.34\|-5.11\|3.34\|3.34\|3.34\|9743;2026-06-05\|3.44\|2.99\|3.17\|3.47\|3.17\|341251;2026-06-08\|3.27\|-4.94\|3.27\|3.38\|3.27\|156022;2026-06-09\|3.21\|-1.83\|3.29\|3.34\|3.16\|63216;2026-06-10\|3.05\|-4.98\|3.20\|3.27\|3.05\|87701;2026-06-11\|3.02\|-0.98\|3.05\|3.09\|2.97\|72037;2026-06-12\|3.17\|4.97\|3.09\|3.17\|3.07\|52055;2026-06-15\|3.07\|-3.15\|3.23\|3.23\|3.07\|85688;2026-06-16\|3.08\|0.33\|3.12\|3.12\|3.02\|48593;2026-06-17\|3.05\|-0.97\|3.09\|3.10\|3.05\|32603;2026-06-18\|3.01\|-1.31\|3.07\|3.07\|2.99\|42904;2026-06-22\|2.99\|-0.66\|3.06\|3.11\|2.96\|44615;2026-06-23\|2.94\|-1.67\|3.00\|3.05\|2.88\|43442;2026-06-24\|2.87\|-2.38\|2.93\|2.93\|2.83\|51658;2026-06-25\|2.74\|-4.53\|2.92\|2.92\|2.73\|69532;2026-06-26\|2.71\|-1.09\|2.70\|2.74\|2.63\|60549;2026-06-29\|2.59\|-4.43\|2.72\|2.77\|2.58\|47784;2026-06-30\|2.72\|5.02\|2.72\|2.72\|2.63\|78579;2026-07-01\|2.86\|5.15\|2.85\|2.86\|2.85\|20030;2026-07-02\|3.00\|4.90\|2.93\|3.00\|2.90\|71422;2026-07-03\|3.12\|4.00\|3.12\|3.14\|2.95\|88935;2026-07-06\|2.96\|-5.13\|3.16\|3.20\|2.95\|63966;2026-07-07\|2.87\|-3.04\|2.96\|2.98\|2.84\|49433;2026-07-08\|2.89\|0.70\|2.85\|2.97\|2.82\|43497;2026-07-09\|2.86\|-1.04\|2.89\|2.90\|2.84\|25982;2026-07-10\|2.89\|1.05\|2.86\|2.92\|2.78\|42983;2026-07-13\|2.99\|3.46\|2.88\|3.02\|2.83\|49916;2026-07-14\|2.89\|-3.34\|3.00\|3.02\|2.86\|37633;2026-07-15\|2.83\|-2.08\|2.84\|2.89\|2.82\|22943;2026-07-16\|2.80\|-1.06\|2.84\|2.94\|2.79\|31191;2026-07-17\|2.76\|-1.43\|2.83\|2.84\|2.73\|32730;2026-07-20\|2.67\|-3.26\|2.79\|2.79\|2.63\|33894;2026-07-21\|2.70\|1.12\|2.67\|2.72\|2.59\|23438
90433	主板ST股涨跌幅拟放宽至10%	江西中久拟入主+房地产+ST板块行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2025年12月3日公告，控股股东财信地产及间接控股股东财信集团与江西中久天然气集团签署《重整投资协议》，江西中久拟受让20%至29.99%股份，完成后将成为控股股东，实际控制人变更为雍芝君。 2、据2025年8月29日半年报，公司主营重庆、江苏镇江等地房地产开发，并运营废矿物油环保业务，拥有危废处理全流程专利72项。 3、据2026年4月30日一季报，公司因2025年期末净资产为-2亿元被实施退市风险警示，股票简称变更为“*ST发展”，市场博弈重整落地与退市风险。	重庆地区优质地产商；江西中久天然气集团有限公司拟通过持股平台公司收购财信发展20%至29.99%的股份，成为上市公司控股股东
90432	主板ST股涨跌幅拟放宽至10%	涨停揭秘：2026年一季度实现扭亏为盈，叠加主板ST股涨跌幅拟放宽至10%，市场博弈摘帽行情；涨停缘由：业绩实质性改善、ST板块流动性提升预期、科创板ST股稀缺性增强；资金逻辑：科创板ST标的交投活跃度骤升，4月27日成交额达近一月均值3.1倍，散户资金大幅净流入；风险提示：公司主营业务仍处调整期，持续盈利能力未完全验证，退市风险尚未完全解除	公司一季度扭亏为盈	2026-03-12\|10.70\|-4.29\|11.00\|11.04\|10.61\|19750;2026-03-13\|10.60\|-0.93\|10.75\|10.78\|10.57\|5723;2026-03-16\|10.58\|-0.19\|10.60\|10.70\|10.31\|12448;2026-03-17\|10.40\|-1.70\|10.55\|10.68\|10.33\|6439;2026-03-18\|10.44\|0.38\|10.31\|10.45\|10.26\|3966;2026-03-19\|10.21\|-2.20\|10.42\|10.42\|10.18\|4365;2026-03-20\|9.97\|-2.35\|10.22\|10.27\|9.97\|4547;2026-03-23\|9.45\|-5.22\|9.88\|9.88\|9.45\|10515;2026-03-24\|9.75\|3.17\|9.61\|9.76\|9.53\|6447;2026-03-25\|9.88\|1.33\|9.74\|9.96\|9.74\|3366;2026-03-26\|9.90\|0.20\|9.94\|10.08\|9.67\|7762;2026-03-27\|9.91\|0.10\|9.88\|10.00\|9.83\|4474;2026-03-30\|9.96\|0.50\|9.83\|10.00\|9.78\|5503;2026-03-31\|9.95\|-0.10\|9.90\|10.25\|9.88\|8400;2026-04-01\|10.07\|1.21\|9.92\|10.19\|9.88\|8870;2026-04-02\|9.99\|-0.79\|10.00\|10.17\|9.93\|3359;2026-04-03\|9.78\|-2.10\|9.95\|9.97\|9.72\|3978;2026-04-07\|9.93\|1.53\|9.83\|9.93\|9.76\|5073;2026-04-08\|10.23\|3.02\|10.04\|10.23\|9.95\|7649;2026-04-09\|10.18\|-0.49\|10.11\|10.23\|10.06\|3312;2026-04-10\|10.40\|2.16\|10.20\|10.43\|10.11\|10714;2026-04-13\|10.50\|0.96\|10.36\|10.64\|10.35\|5905;2026-04-14\|10.51\|0.10\|10.50\|10.58\|10.33\|6556;2026-04-15\|10.45\|-0.57\|10.57\|10.57\|10.38\|2651;2026-04-16\|10.41\|-0.38\|10.45\|10.49\|10.34\|6100;2026-04-17\|10.27\|-1.34\|10.40\|10.46\|10.27\|3729;2026-04-20\|10.50\|2.24\|10.26\|10.50\|10.26\|7948;2026-04-21\|10.45\|-0.48\|10.40\|10.49\|10.28\|4907;2026-04-22\|10.41\|-0.38\|10.35\|10.48\|10.28\|4463;2026-04-23\|10.18\|-2.21\|10.40\|10.40\|10.18\|4041;2026-04-24\|10.16\|-0.20\|10.16\|10.20\|9.95\|4916;2026-04-27\|12.19\|19.98\|10.73\|12.19\|10.72\|65623;2026-04-28\|12.86\|5.50\|12.62\|13.95\|12.00\|125658;2026-04-29\|13.21\|2.72\|12.79\|13.77\|12.25\|86154;2026-04-30\|13.02\|-1.44\|12.98\|13.55\|12.73\|55122;2026-05-06\|13.50\|3.69\|13.00\|13.80\|12.90\|50281;2026-05-07\|13.46\|-0.30\|13.30\|13.63\|13.17\|39326;2026-05-08\|14.31\|6.32\|13.42\|14.92\|13.41\|58409;2026-05-11\|14.17\|-0.98\|14.14\|14.50\|14.01\|32809;2026-05-12\|13.98\|-1.34\|14.09\|14.23\|13.49\|38869;2026-05-13\|13.79\|-1.36\|13.83\|14.03\|13.47\|32431;2026-05-14\|13.99\|1.45\|13.60\|14.05\|13.42\|29655;2026-05-15\|13.61\|-2.72\|13.90\|14.34\|13.61\|26844;2026-05-18\|14.15\|3.97\|13.49\|14.30\|13.47\|26450;2026-05-19\|13.98\|-1.20\|14.25\|14.25\|13.85\|19054;2026-05-20\|13.85\|-0.93\|13.86\|14.28\|13.54\|28567;2026-05-21\|13.44\|-2.96\|13.90\|14.44\|13.44\|36348;2026-05-22\|13.83\|2.90\|13.40\|14.04\|13.38\|20693;2026-05-25\|13.80\|-0.22\|13.86\|13.87\|13.53\|16392;2026-05-26\|13.59\|-1.52\|13.66\|13.78\|13.45\|11974;2026-05-27\|12.99\|-4.42\|13.58\|13.70\|12.90\|16108;2026-05-28\|13.30\|2.39\|12.85\|13.30\|12.78\|14463;2026-05-29\|12.77\|-3.98\|13.29\|13.29\|12.70\|8619;2026-06-01\|12.98\|1.64\|12.89\|13.17\|12.78\|7248;2026-06-02\|12.98\|0.00\|12.89\|13.10\|12.80\|4904;2026-06-03\|12.90\|-0.62\|12.97\|12.97\|12.45\|14291;2026-06-04\|12.35\|-4.26\|12.70\|13.37\|12.20\|27369;2026-06-05\|12.14\|-1.70\|12.38\|12.40\|11.98\|11849;2026-06-08\|11.61\|-4.37\|12.00\|12.20\|11.58\|9750;2026-06-09\|11.85\|2.07\|11.78\|11.88\|11.48\|11042;2026-06-10\|11.60\|-2.11\|11.82\|11.85\|11.16\|8588;2026-06-11\|11.17\|-3.71\|11.55\|11.70\|11.00\|9822;2026-06-12\|11.12\|-0.45\|11.28\|11.29\|11.06\|7075;2026-06-15\|11.26\|1.26\|11.13\|11.49\|11.11\|7275;2026-06-16\|11.60\|3.02\|11.25\|11.65\|10.98\|9853;2026-06-17\|11.58\|-0.17\|11.45\|11.64\|11.33\|9848;2026-06-18\|11.49\|-0.78\|11.48\|11.89\|11.37\|8018;2026-06-22\|11.35\|-1.22\|11.51\|11.51\|10.93\|9280;2026-06-23\|11.49\|1.23\|11.35\|11.59\|11.30\|21019;2026-06-24\|11.20\|-2.52\|11.45\|11.55\|10.96\|19200;2026-06-25\|11.00\|-1.79\|11.20\|11.20\|10.58\|15670;2026-06-26\|10.66\|-3.09\|10.93\|10.97\|10.32\|13438;2026-06-29\|10.84\|1.69\|10.56\|10.84\|10.30\|11839;2026-06-30\|10.67\|-1.57\|10.62\|10.80\|10.55\|6695;2026-07-01\|11.12\|4.22\|10.66\|11.39\|10.66\|9537;2026-07-02\|11.74\|5.58\|11.10\|12.45\|10.99\|27937;2026-07-03\|12.20\|3.92\|11.72\|12.20\|11.52\|15146;2026-07-06\|12.40\|1.64\|12.00\|12.59\|12.00\|11505;2026-07-07\|11.70\|-5.65\|12.20\|12.40\|11.40\|13959;2026-07-08\|11.29\|-3.50\|11.40\|11.56\|11.16\|10891;2026-07-09\|11.38\|0.80\|11.26\|11.55\|10.90\|11467;2026-07-10\|11.27\|-0.97\|11.30\|11.45\|11.00\|23943;2026-07-13\|10.44\|-7.36\|11.03\|11.13\|10.30\|12698;2026-07-14\|10.83\|3.74\|10.30\|10.83\|10.22\|9397;2026-07-15\|10.76\|-0.65\|10.77\|10.84\|10.60\|5641;2026-07-16\|10.67\|-0.84\|10.75\|10.90\|10.55\|6599;2026-07-17\|10.26\|-3.84\|10.65\|10.90\|10.21\|7014;2026-07-20\|10.20\|-0.58\|10.27\|10.44\|9.81\|8681;2026-07-21\|10.19\|-0.10\|10.10\|10.22\|9.69\|1108078
90431	主板ST股涨跌幅拟放宽至10%	铝塑膜+摘帽+业绩增长行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据2026年6月11日公告，公司股票于6月15日开市起撤销退市风险警示，简称由“*ST威尔”变更为“威尔泰”，股票交易涨跌幅限制恢复为10%。 2、据2025年8月7日公告，公司通过收购紫江新材控股权，进入软包锂电池用铝塑膜领域；据2025年年度报告，公司目前主要业务为汽车检具及铝塑膜。 3、据2026年5月29日机构调研，2025年及今年一季度紫江新材经营业绩稳步提升，主要得益于下游需求保持热度及产品毛利率提升；据2026年一季报，公司实现归母净利润751.18万元，同比扭亏为盈。	公司预计2025年盈利1.9亿元-2.2亿元，同比扭亏	2026-03-12\|21.47\|-1.11\|21.56\|21.88\|21.30\|7851;2026-03-13\|21.20\|-1.26\|21.47\|21.60\|21.00\|8915;2026-03-16\|21.25\|0.24\|21.00\|21.25\|20.85\|8763;2026-03-17\|21.13\|-0.56\|21.25\|21.69\|20.98\|10482;2026-03-18\|21.63\|2.37\|21.01\|21.90\|20.82\|14911;2026-03-19\|21.01\|-2.87\|21.08\|21.50\|20.89\|11883;2026-03-20\|20.36\|-3.09\|21.01\|21.20\|20.23\|11254;2026-03-23\|19.34\|-5.01\|20.00\|20.00\|19.34\|16692;2026-03-24\|19.84\|2.59\|19.50\|20.00\|19.07\|14541;2026-03-25\|20.83\|4.99\|20.34\|20.83\|20.08\|14388;2026-03-26\|21.76\|4.46\|21.50\|21.87\|21.11\|30378;2026-03-27\|21.60\|-0.74\|21.48\|21.76\|21.30\|16627;2026-03-30\|21.60\|0.00\|21.54\|22.10\|21.25\|11939;2026-03-31\|21.61\|0.05\|21.94\|22.00\|21.26\|10990;2026-04-01\|21.35\|-1.20\|21.57\|21.85\|21.30\|13375;2026-04-02\|21.08\|-1.26\|21.26\|21.56\|21.00\|8704;2026-04-03\|21.66\|2.75\|21.08\|22.13\|21.00\|14397;2026-04-07\|21.40\|-1.20\|21.39\|21.69\|21.02\|8322;2026-04-08\|22.22\|3.83\|21.50\|22.47\|21.50\|18200;2026-04-09\|22.24\|0.09\|22.17\|22.39\|21.80\|10789;2026-04-10\|22.10\|-0.63\|22.18\|22.30\|22.04\|7179;2026-04-13\|22.05\|-0.23\|21.70\|22.25\|21.70\|9706;2026-04-14\|22.28\|1.04\|22.40\|22.57\|21.87\|14579;2026-04-15\|21.93\|-1.57\|22.23\|22.54\|21.88\|14409;2026-04-16\|21.96\|0.14\|21.92\|22.69\|21.60\|25086;2026-04-17\|21.88\|-0.36\|22.05\|22.20\|21.85\|13771;2026-04-20\|22.97\|4.98\|21.98\|22.97\|21.83\|39240;2026-04-21\|23.10\|0.57\|22.97\|23.75\|22.68\|35740;2026-04-22\|23.08\|-0.09\|23.01\|23.66\|22.86\|22625;2026-04-23\|23.05\|-0.13\|23.09\|23.40\|22.89\|17337;2026-04-24\|23.88\|3.60\|23.07\|23.90\|22.80\|22263;2026-04-27\|25.07\|4.98\|24.06\|25.07\|24.06\|19305;2026-04-28\|26.00\|3.71\|26.30\|26.32\|24.66\|60162;2026-04-29\|25.96\|-0.15\|26.02\|27.08\|24.73\|55272;2026-04-30\|25.10\|-3.31\|25.59\|25.98\|25.10\|23325;2026-05-06\|25.02\|-0.32\|24.86\|25.72\|23.97\|32344;2026-05-07\|26.27\|5.00\|25.02\|26.27\|24.66\|28116;2026-05-08\|26.48\|0.80\|26.80\|27.12\|26.20\|30104;2026-05-11\|26.40\|-0.30\|26.49\|27.12\|25.93\|29629;2026-05-12\|26.44\|0.15\|26.80\|26.97\|26.02\|19526;2026-05-13\|26.12\|-1.21\|26.13\|26.55\|25.93\|16326;2026-05-14\|26.06\|-0.23\|26.20\|26.40\|25.68\|14533;2026-05-15\|27.18\|4.30\|26.06\|27.30\|25.81\|30371;2026-05-18\|26.26\|-3.38\|26.88\|28.52\|26.22\|30290;2026-05-19\|26.18\|-0.30\|25.79\|26.76\|25.79\|17256;2026-05-20\|25.95\|-0.88\|26.18\|26.58\|24.92\|25240;2026-05-21\|25.66\|-1.12\|26.16\|26.29\|25.53\|11193;2026-05-22\|26.08\|1.64\|25.66\|26.16\|25.60\|10637;2026-05-25\|26.27\|0.73\|25.92\|26.44\|25.80\|14288;2026-05-26\|25.83\|-1.67\|26.27\|26.27\|25.78\|14103;2026-05-27\|26.86\|3.99\|25.88\|26.98\|25.50\|20981;2026-05-28\|26.67\|-0.71\|26.61\|27.35\|26.30\|19010;2026-05-29\|25.77\|-3.37\|26.66\|26.66\|25.66\|15043;2026-06-01\|25.65\|-0.47\|25.77\|26.14\|25.53\|8018;2026-06-02\|24.93\|-2.81\|25.40\|25.88\|24.46\|13192;2026-06-03\|24.62\|-1.24\|25.01\|25.27\|24.58\|10174;2026-06-04\|24.20\|-1.71\|24.62\|24.62\|23.78\|14199;2026-06-05\|24.27\|0.29\|24.15\|24.44\|23.96\|8085;2026-06-08\|23.06\|-4.99\|23.51\|24.10\|23.06\|9652;2026-06-09\|22.20\|-3.73\|22.95\|23.16\|21.98\|21255;2026-06-10\|22.75\|2.48\|22.43\|22.90\|21.90\|10509;2026-06-11\|22.50\|-1.10\|22.76\|22.78\|21.83\|12659;2026-06-15\|22.55\|0.22\|23.58\|23.64\|22.08\|39680;2026-06-16\|24.81\|10.02\|22.33\|24.81\|21.70\|55967;2026-06-17\|23.54\|-5.12\|24.65\|24.86\|23.01\|54696;2026-06-18\|22.31\|-5.23\|23.52\|23.59\|22.27\|32507;2026-06-22\|21.33\|-4.39\|22.52\|22.55\|21.07\|35128;2026-06-23\|21.30\|-0.14\|21.52\|21.80\|21.21\|24906;2026-06-24\|20.93\|-1.74\|21.33\|21.45\|20.80\|19556;2026-06-25\|20.03\|-4.30\|21.22\|21.26\|19.82\|31674;2026-06-26\|20.04\|0.05\|20.01\|20.68\|19.77\|21000;2026-06-29\|20.08\|0.20\|19.97\|20.36\|19.20\|25150;2026-06-30\|20.13\|0.25\|20.07\|20.57\|19.78\|19632;2026-07-01\|20.40\|1.34\|20.30\|21.20\|20.02\|32129;2026-07-02\|20.14\|-1.27\|20.63\|20.63\|20.01\|18974;2026-07-03\|20.38\|1.19\|20.10\|20.97\|20.02\|19229;2026-07-06\|19.95\|-2.11\|20.38\|20.60\|19.87\|16224;2026-07-07\|18.90\|-5.26\|20.09\|20.09\|18.84\|15788;2026-07-08\|18.63\|-1.43\|19.01\|19.05\|18.20\|11973;2026-07-09\|18.25\|-2.04\|18.65\|18.73\|17.81\|18199;2026-07-10\|18.08\|-0.93\|18.26\|18.45\|18.00\|23451;2026-07-13\|16.96\|-6.19\|17.98\|18.04\|16.88\|23620;2026-07-14\|18.11\|6.78\|16.97\|18.66\|16.67\|52424;2026-07-15\|17.31\|-4.42\|18.63\|19.73\|17.31\|43334;2026-07-16\|16.54\|-4.45\|17.62\|17.81\|16.34\|34898;2026-07-17\|15.80\|-4.47\|16.66\|17.10\|15.60\|26198;2026-07-20\|14.96\|-5.32\|15.80\|16.28\|14.66\|27271;2026-07-21\|15.39\|2.87\|14.96\|15.58\|14.01\|33787
90430	主板ST股涨跌幅拟放宽至10%	超充网络+特高压+储能微电网行业原因： 3月5日，比亚迪正式发布第二代刀片电池，从10%到97%的充电速度仅9分钟。为实现第二代刀片电池的闪充速度，比亚迪全新开发了闪充桩，其单枪充电功率做到1500kw。比亚迪发布“闪充中国”战略，宣布将在全国范围内大规模建设闪充站，到2026年底要建设落成2万座闪充站。公司原因： 1、据2025年4月30日年报，公司是国家能源局批准的三家电动汽车大功率充电试点单位之一和四家电动汽车大功率充电示范运营单位之一，目前拥有超充充电网络规模居全国第一。 2、据2025年4月30日年报，子公司西安奥特迅电力电子技术有限公司以储能产品为基础，积极拓展储能变流器、储能系统、微电网等相关领域的业务。 3、据2025年4月30日年报，公司自主研发的电力用直流和交流一体化不间断电源设备、微机控制高频开关直流电源系统填补国内空白，已应用于全国首个特高压1000kV变电站及多个柔性直流输电国家重大工程。	电力自动化电源行业龙头企业；也是国内最早进入电动汽车充电领域的厂商之一
90429	主板ST股涨跌幅拟放宽至10%	重整投资人招募+石墨新材料+机器人概念行业原因：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7月1日公告，公司间接控股股东新华锦集团等二十二家公司实质合并重整管理人于2026年6月30日发布意向投资人招募公告，面向社会公开招募意向重整投资人。 2、据2026年4月25日年报及2026年6月30日投资者关系活动记录表，公司重点布局石墨新材料领域，控股青岛森汇、青岛海正两座石墨矿，正推进矿山建设及采矿证办理，致力于向高附加值石墨新材料延伸。 3、据2025年8月27日半年报，公司合资成立锦鹏机器人深圳有限公司，主要围绕外骨骼可穿戴设备、柔性电子皮肤及具身智能前沿技术研究等开展业务，相关产品应用于户外运动及老年助行领域。	公司控股股东占用资金已全额清偿	2026-04-27\|7.07\|5.05\|7.07\|7.07\|7.07\|5959;2026-04-28\|7.42\|4.95\|7.42\|7.42\|7.42\|3757;2026-04-29\|7.79\|4.99\|7.79\|7.79\|7.79\|5580;2026-04-30\|7.40\|-5.01\|8.18\|8.18\|7.40\|673897;2026-05-06\|7.03\|-5.00\|7.10\|7.25\|7.03\|144450;2026-05-07\|6.68\|-4.98\|6.78\|6.87\|6.68\|383283;2026-05-08\|6.64\|-0.60\|6.70\|6.84\|6.58\|236926;2026-05-11\|6.34\|-4.52\|6.58\|6.59\|6.31\|307505;2026-05-12\|6.66\|5.05\|6.38\|6.66\|6.34\|177302;2026-05-13\|6.55\|-1.65\|6.66\|6.67\|6.47\|170763;2026-05-14\|6.70\|2.29\|6.46\|6.87\|6.38\|191497;2026-05-15\|6.65\|-0.75\|6.61\|6.87\|6.57\|139262;2026-05-18\|6.54\|-1.65\|6.54\|6.65\|6.51\|99045;2026-05-19\|6.60\|0.92\|6.55\|6.68\|6.42\|92047;2026-05-20\|6.50\|-1.52\|6.54\|6.61\|6.39\|94716;2026-05-21\|6.51\|0.15\|6.54\|6.77\|6.48\|127308;2026-05-22\|6.49\|-0.31\|6.47\|6.64\|6.46\|74096;2026-05-25\|6.81\|4.93\|6.80\|6.81\|6.71\|40216;2026-05-26\|7.15\|4.99\|7.00\|7.15\|6.86\|243804;2026-05-27\|7.03\|-1.68\|7.07\|7.08\|6.87\|142227;2026-05-28\|7.02\|-0.14\|7.00\|7.23\|6.98\|109312;2026-05-29\|7.20\|2.56\|7.06\|7.37\|6.93\|133602;2026-06-01\|7.01\|-2.64\|7.14\|7.19\|6.85\|132523;2026-06-02\|6.86\|-2.14\|6.98\|7.06\|6.78\|105712;2026-06-03\|6.59\|-3.94\|6.81\|6.92\|6.53\|100694;2026-06-04\|6.31\|-4.25\|6.60\|6.65\|6.26\|116856;2026-06-05\|6.40\|1.43\|6.32\|6.52\|6.23\|88655;2026-06-08\|6.45\|0.78\|6.37\|6.68\|6.29\|89744;2026-06-09\|6.37\|-1.24\|6.39\|6.47\|6.28\|62524;2026-06-10\|6.05\|-5.02\|6.37\|6.37\|6.05\|90481;2026-06-11\|6.13\|1.32\|6.06\|6.20\|5.97\|61619;2026-06-12\|6.39\|4.24\|6.11\|6.43\|6.02\|77887;2026-06-15\|6.54\|2.35\|6.32\|6.64\|6.32\|50043;2026-06-16\|6.54\|0.00\|6.58\|6.64\|6.49\|48089;2026-06-17\|6.36\|-2.75\|6.45\|6.52\|6.33\|43917;2026-06-18\|6.37\|0.16\|6.31\|6.46\|6.30\|48077;2026-06-22\|6.18\|-2.98\|6.28\|6.28\|6.07\|59286;2026-06-23\|6.13\|-0.81\|6.15\|6.28\|6.12\|43633;2026-06-24\|5.87\|-4.24\|6.10\|6.13\|5.85\|69007;2026-06-25\|5.58\|-4.94\|5.75\|5.83\|5.58\|85520;2026-06-26\|5.71\|2.33\|5.58\|5.79\|5.51\|55891;2026-06-29\|6.00\|5.08\|5.72\|6.00\|5.54\|88881;2026-06-30\|6.30\|5.00\|6.25\|6.30\|6.20\|21747;2026-07-01\|6.61\|4.92\|6.53\|6.62\|6.46\|131331;2026-07-02\|6.58\|-0.45\|6.54\|6.89\|6.54\|102909;2026-07-03\|6.60\|0.30\|6.58\|6.68\|6.51\|62231;2026-07-06\|6.39\|-3.18\|6.70\|6.76\|6.35\|71472;2026-07-07\|6.15\|-3.76\|6.26\|6.39\|6.11\|58432;2026-07-08\|6.32\|2.76\|6.11\|6.40\|6.04\|70647;2026-07-09\|6.28\|-0.63\|6.35\|6.48\|6.16\|71765;2026-07-10\|6.30\|0.32\|6.23\|6.37\|6.22\|55341;2026-07-13\|6.18\|-1.90\|6.29\|6.39\|6.18\|50414;2026-07-14\|6.19\|0.16\|6.13\|6.30\|6.13\|42410;2026-07-15\|6.37\|2.91\|6.18\|6.47\|6.18\|72883;2026-07-16\|6.17\|-3.14\|6.34\|6.34\|6.15\|62691;2026-07-17\|5.81\|-5.83\|6.10\|6.18\|5.79\|78604;2026-07-20\|5.92\|1.89\|6.25\|6.39\|5.78\|106120;2026-07-21\|5.90\|-0.34\|5.81\|5.93\|5.57\|77646
90428	主板ST股涨跌幅拟放宽至10%	并购重组+退市博弈+集成灶 1、据2026年5月29日投资者关系活动记录表，公司为争取撤销退市风险警示，明确将推进投资并购事宜，寻找与公司产业链相关以及其他产业相关优质资产，择机进行投资并购。 2、据2026年4月22日公告，公司专注于以集成灶为核心的新型智能厨房电器的研发、设计、生产和销售业务，并已相继配套集成水槽、洗碗机、橱柜等系列产品。 3、据2026年4月22日公告，公司因2025年度经审计的利润总额、净利润、扣除非经常性损益后的净利润三者孰低为负值，且扣除与主营业务无关的业务收入后的营业收入低于3亿元，股票自2026年4月23日起被实施退市风险警示。	公司业绩不及预期，被实施退市风险警示
90427	主板ST股涨跌幅拟放宽至10%	摘帽申请+一季报暴增+IDC并表+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29日证券时报报道，4月28日晚，*ST宇顺披露2025年年报及2026年一季报，2026年一季度，公司营业收入2.65亿元，同比增长480.44%；归母净利润4925.58万元，同比增长4202.23%；扣非净利润4769.52万元，同比增长9382.47%。营收与净利润大幅增长，主要系报告期内IDC资产并入合并报表所致。由于相关财务指标符合申请对股票交易撤销退市风险警示的条件，公司向深交所提出对公司股票交易撤销退市风险警示的申请。 2、据2026年4月29日年报，公司2025年11月取得中恩云数据中心控制权并于12月并表，新增机柜规模超4.3万架，切入高毛利率IDC基础设施及算力租赁赛道。 3、据2026年4月29日一季报，公司2026Q1营收2.65亿元、同比增长480.44%，归母净利润4926万元、同比增长4202.23%，业绩大幅改善主要系IDC资产并表贡献。	公司重大资产重组进展顺利，已支付17亿完成资产接管	2026-03-12\|27.71\|-3.08\|28.49\|28.53\|27.55\|18866;2026-03-13\|27.21\|-1.80\|27.98\|27.99\|27.18\|14913;2026-03-16\|26.36\|-3.12\|27.21\|27.70\|26.35\|23081;2026-03-17\|26.46\|0.38\|26.25\|26.86\|25.60\|19637;2026-03-18\|26.23\|-0.87\|26.46\|26.99\|25.85\|12933;2026-03-19\|26.55\|1.22\|26.10\|26.85\|25.33\|15147;2026-03-20\|26.00\|-2.07\|26.63\|26.78\|25.89\|13745;2026-03-23\|24.89\|-4.27\|25.50\|26.35\|24.89\|12950;2026-03-24\|26.13\|4.98\|25.20\|26.13\|25.12\|24423;2026-03-25\|26.09\|-0.15\|26.14\|26.53\|25.92\|17162;2026-03-26\|25.51\|-2.22\|26.00\|26.08\|25.31\|13310;2026-03-27\|25.87\|1.41\|25.51\|26.29\|25.12\|10944;2026-03-30\|26.92\|4.06\|25.50\|27.16\|25.50\|24265;2026-03-31\|26.55\|-1.37\|26.73\|27.17\|26.32\|14575;2026-04-01\|26.59\|0.15\|26.77\|26.77\|26.25\|9838;2026-04-02\|26.43\|-0.60\|26.68\|26.78\|26.34\|7085;2026-04-03\|26.39\|-0.15\|26.65\|26.65\|26.18\|5984;2026-04-07\|26.66\|1.02\|26.90\|27.49\|26.40\|15444;2026-04-08\|26.83\|0.64\|26.30\|26.89\|26.30\|15307;2026-04-09\|26.42\|-1.53\|26.90\|27.20\|26.34\|15386;2026-04-10\|26.51\|0.34\|26.52\|26.60\|26.06\|12809;2026-04-13\|26.01\|-1.89\|26.54\|26.86\|25.91\|17666;2026-04-14\|25.97\|-0.15\|25.98\|26.23\|25.72\|11226;2026-04-15\|26.01\|0.15\|25.97\|26.48\|25.59\|16745;2026-04-16\|26.23\|0.85\|26.00\|26.57\|25.78\|14858;2026-04-17\|26.58\|1.33\|26.23\|26.58\|26.06\|11380;2026-04-20\|27.91\|5.00\|26.80\|27.91\|26.80\|34151;2026-04-21\|29.31\|5.02\|28.50\|29.31\|28.47\|27675;2026-04-22\|30.73\|4.84\|30.00\|30.78\|29.69\|68073;2026-04-23\|31.66\|3.03\|31.00\|32.00\|30.50\|41370;2026-04-24\|30.08\|-4.99\|31.00\|31.60\|30.08\|43726;2026-04-27\|31.58\|4.99\|31.58\|31.58\|30.71\|16010;2026-04-28\|33.16\|5.00\|33.16\|33.16\|32.41\|44625;2026-04-29\|34.82\|5.01\|34.82\|34.82\|34.82\|3188;2026-04-30\|36.56\|5.00\|36.56\|36.56\|36.56\|4266;2026-05-06\|38.39\|5.01\|38.39\|38.39\|38.39\|2519;2026-05-07\|40.31\|5.00\|40.31\|40.31\|40.31\|5796;2026-05-08\|42.33\|5.01\|41.33\|42.33\|38.56\|98798;2026-05-11\|44.45\|5.01\|44.00\|44.45\|43.00\|15250;2026-05-12\|46.67\|4.99\|46.67\|46.67\|46.00\|16905;2026-05-13\|44.60\|-4.44\|48.54\|48.98\|44.34\|125243;2026-05-14\|46.83\|5.00\|45.52\|46.83\|45.52\|33841;2026-05-15\|44.89\|-4.14\|49.17\|49.17\|44.49\|72596;2026-05-18\|42.65\|-4.99\|44.00\|44.99\|42.65\|40910;2026-05-19\|40.52\|-4.99\|43.22\|43.67\|40.52\|22458;2026-05-20\|40.33\|-0.47\|40.02\|42.55\|40.00\|92218;2026-05-21\|39.69\|-1.59\|40.75\|41.18\|39.00\|51238;2026-05-22\|41.32\|4.11\|39.95\|41.43\|39.27\|32068;2026-05-25\|40.47\|-2.06\|41.48\|42.55\|40.30\|40694;2026-05-26\|40.24\|-0.57\|41.19\|41.70\|39.81\|34417;2026-05-27\|38.95\|-3.21\|40.24\|40.79\|38.23\|43345;2026-05-28\|40.90\|5.01\|39.00\|40.90\|37.51\|32522;2026-05-29\|42.95\|5.01\|41.99\|42.95\|40.90\|37088;2026-06-01\|43.76\|1.89\|45.10\|45.10\|43.01\|45708;2026-06-02\|41.70\|-4.71\|42.20\|42.87\|41.57\|33775;2026-06-03\|41.69\|-0.02\|41.45\|42.70\|40.77\|25325;2026-06-04\|40.33\|-3.26\|40.88\|41.69\|39.78\|21982;2026-06-05\|39.40\|-2.31\|40.10\|41.19\|39.11\|21891;2026-06-08\|38.54\|-2.18\|38.25\|39.37\|37.85\|26272;2026-06-09\|39.49\|2.46\|38.61\|40.47\|38.61\|26640;2026-06-10\|38.09\|-3.55\|38.60\|38.60\|37.80\|19112;2026-06-11\|39.88\|4.70\|38.18\|39.99\|37.61\|24625;2026-06-12\|40.00\|0.30\|39.58\|40.48\|39.01\|15462;2026-06-15\|40.58\|1.45\|39.90\|40.90\|39.80\|14593;2026-06-16\|40.67\|0.22\|40.39\|41.44\|39.50\|15777;2026-06-17\|41.36\|1.70\|40.98\|42.14\|40.02\|20506;2026-06-18\|42.76\|3.38\|41.63\|43.33\|40.43\|20219;2026-06-22\|43.88\|2.62\|43.00\|44.89\|43.00\|21502;2026-06-23\|46.07\|4.99\|44.01\|46.07\|44.01\|30133;2026-06-24\|48.37\|4.99\|47.40\|48.37\|47.40\|17161;2026-06-26\|46.99\|-2.85\|51.00\|51.00\|44.99\|98049;2026-06-29\|42.29\|-10.00\|46.00\|46.47\|42.29\|50178;2026-06-30\|42.50\|0.50\|40.66\|43.00\|38.18\|63792;2026-07-01\|45.28\|6.54\|42.18\|46.59\|40.50\|70844;2026-07-02\|44.73\|-1.21\|44.50\|46.52\|43.58\|49132;2026-07-03\|46.77\|4.56\|44.72\|48.64\|44.38\|53539;2026-07-06\|49.54\|5.92\|47.19\|50.88\|46.32\|72245;2026-07-07\|47.55\|-4.02\|48.65\|50.98\|46.75\|62623;2026-07-08\|45.08\|-5.19\|47.56\|48.11\|45.00\|48169;2026-07-09\|45.61\|1.18\|45.15\|49.50\|43.68\|56015;2026-07-10\|43.03\|-5.66\|44.90\|47.40\|43.00\|55388;2026-07-13\|42.84\|-0.44\|42.86\|46.00\|42.00\|64842;2026-07-14\|45.50\|6.21\|42.84\|45.50\|40.00\|85224;2026-07-15\|40.95\|-10.00\|44.00\|44.00\|40.95\|65868;2026-07-16\|36.86\|-9.99\|37.00\|39.43\|36.86\|59964;2026-07-17\|35.30\|-4.23\|35.71\|36.80\|33.40\|86337;2026-07-20\|32.98\|-6.57\|35.74\|38.12\|32.14\|75039;2026-07-21\|34.00\|3.09\|34.20\|34.96\|31.02\|76793
90426	主板ST股涨跌幅拟放宽至10%	退市博弈+酱香型白酒+直播电商公司原因： 1、据2025年半年度报告，公司主营酱香型白酒，依托贵州仁怀高酱酒业，销售模式涵盖团购、经销及线上直营，并加码抖音、拼多多旗舰店，通过直播带货规模化运营。 2、据2026年2月12日公告，根据《上海贵酒股份有限公司 2025 年度业绩预亏公告》，公司预计 2025 年度营业收入不足 3 亿元且扣非前后净利润均为负，公司股票将因触及财务类退市情形被终止上市。公司近日收到会计师事务所尤尼泰振青会计师事务所（特殊普通合伙）出具的《关于上海贵酒股份有限公司 2025 年度退市风险警示情形消除预审计情况的专项说明》，如后续无法获取充分审计证据证明相关事项己消除，预计将对上海贵酒公司 2025 年度财务报表出具非无保留意见。根据《股票上市规则》，公司股票将因触及财务类退市情形被终止上市。	公司聚焦酱香酒主赛道，去年营收不足3亿元面临退市风险	2026-03-12\|1.80\|-4.76\|1.87\|1.89\|1.80\|81107;2026-03-13\|1.71\|-5.00\|1.73\|1.77\|1.71\|76471;2026-03-16\|1.74\|1.75\|1.68\|1.80\|1.68\|69618;2026-03-17\|1.73\|-0.57\|1.73\|1.78\|1.72\|49459;2026-03-18\|1.65\|-4.62\|1.71\|1.72\|1.64\|75755;2026-03-19\|1.57\|-4.85\|1.61\|1.67\|1.57\|58716;2026-03-20\|1.65\|5.10\|1.58\|1.65\|1.58\|77813;2026-03-23\|1.73\|4.85\|1.70\|1.73\|1.70\|88159;2026-03-24\|1.80\|4.05\|1.64\|1.82\|1.64\|162394;2026-03-25\|1.74\|-3.33\|1.72\|1.81\|1.71\|122618;2026-03-26\|1.66\|-4.60\|1.71\|1.74\|1.65\|71802;2026-03-27\|1.69\|1.81\|1.67\|1.72\|1.67\|46867;2026-03-30\|1.61\|-4.73\|1.62\|1.63\|1.61\|61586;2026-03-31\|1.61\|0.00\|1.62\|1.67\|1.60\|33012;2026-04-01\|1.62\|0.62\|1.58\|1.66\|1.58\|32228;2026-04-02\|1.57\|-3.09\|1.62\|1.63\|1.54\|47936;2026-04-03\|1.49\|-5.10\|1.56\|1.56\|1.49\|41306;2026-04-07\|1.42\|-4.70\|1.42\|1.43\|1.42\|18453;2026-04-08\|1.39\|-2.11\|1.35\|1.45\|1.35\|91669;2026-04-09\|1.32\|-5.04\|1.33\|1.35\|1.32\|46958;2026-04-10\|1.26\|-4.55\|1.25\|1.32\|1.25\|88695;2026-04-13\|1.20\|-4.76\|1.20\|1.24\|1.20\|55701;2026-04-14\|1.14\|-5.00\|1.15\|1.20\|1.14\|74677;2026-04-15\|1.08\|-5.26\|1.09\|1.13\|1.08\|49541;2026-04-16\|1.03\|-4.63\|1.03\|1.05\|1.03\|29468;2026-04-17\|1.08\|4.85\|0.98\|1.08\|0.98\|122784;2026-04-20\|1.13\|4.63\|1.12\|1.13\|1.04\|114120;2026-04-21\|1.19\|5.31\|1.16\|1.19\|1.11\|61566;2026-04-22\|1.25\|5.04\|1.17\|1.25\|1.15\|82976;2026-04-23\|1.31\|4.80\|1.30\|1.31\|1.30\|31991;2026-04-24\|1.38\|5.34\|1.38\|1.38\|1.35\|51962;2026-04-27\|1.45\|5.07\|1.45\|1.45\|1.31\|183055;2026-04-28\|1.38\|-4.83\|1.38\|1.38\|1.38\|38397;2026-04-29\|1.31\|-5.07\|1.31\|1.31\|1.31\|9359;2026-06-01\|0.55\|-58.02\|0.66\|0.86\|0.42\|280825;2026-06-02\|0.61\|10.91\|0.58\|0.61\|0.57\|31568;2026-06-03\|0.63\|3.28\|0.67\|0.67\|0.60\|80181;2026-06-04\|0.69\|9.52\|0.63\|0.69\|0.59\|43182;2026-06-05\|0.68\|-1.45\|0.72\|0.76\|0.68\|52697;2026-06-08\|0.72\|5.88\|0.70\|0.75\|0.68\|49665;2026-06-09\|0.65\|-9.72\|0.70\|0.74\|0.65\|32586;2026-06-10\|0.59\|-9.23\|0.65\|0.66\|0.59\|30081;2026-06-11\|0.59\|0.00\|0.58\|0.65\|0.55\|19001;2026-06-12\|0.60\|1.69\|0.59\|0.63\|0.59\|13604;2026-06-15\|0.66\|10.00\|0.61\|0.66\|0.61\|28344;2026-06-16\|0.73\|10.61\|0.66\|0.73\|0.66\|20184;2026-06-17\|0.76\|4.11\|0.74\|0.80\|0.69\|33249;2026-06-18\|0.76\|0.00\|0.76\|0.79\|0.73\|30062;2026-06-22\|0.74\|-2.63\|0.76\|0.77\|0.72\|30056;2026-07-21\|0.74\|0.00\|0.00\|0.00\|0.00\|0
90425	主板ST股涨跌幅拟放宽至10%		公司关联方深圳天微电子拟将其持有的广西天微电子有限公司70%股权无偿赠与公司
90424	主板ST股涨跌幅拟放宽至10%	退市博弈+氢能物流+电商物流行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月10日公告，公司预计2025年度扣除无关收入后营收超3亿元，退市财务指标有望消除，短线资金博弈升温。 2、据2025年8月23日半年报，公司参股广东原锋氢燃料电池研发并控股安阳原尚新能源，布局“物流+氢能”重卡运输。 3、据2025年8月23日半年报，公司与拼多多、顺丰合作切入电商物流，优化收入结构。	公司预计2025年亏损5800万元-6900万元	2026-03-12\|35.55\|-0.11\|36.55\|36.55\|35.41\|4061;2026-03-13\|33.77\|-5.01\|33.77\|33.77\|33.77\|2564;2026-03-16\|32.08\|-5.00\|32.08\|32.08\|32.08\|2474;2026-03-17\|30.70\|-4.30\|30.99\|32.51\|30.49\|22287;2026-03-18\|29.17\|-4.98\|30.09\|30.09\|29.17\|3147;2026-03-19\|30.63\|5.01\|29.04\|30.63\|28.60\|13454;2026-03-20\|32.16\|5.00\|32.10\|32.16\|32.09\|2676;2026-03-23\|30.55\|-5.01\|32.16\|32.69\|30.55\|5052;2026-03-24\|29.85\|-2.29\|29.10\|31.27\|29.02\|13244;2026-03-25\|29.15\|-2.35\|30.00\|31.20\|28.88\|7017;2026-03-26\|29.54\|1.34\|29.00\|29.70\|28.36\|8614;2026-03-27\|28.06\|-5.01\|29.00\|29.30\|28.06\|12612;2026-03-30\|26.66\|-4.99\|26.66\|27.28\|26.66\|8127;2026-03-31\|25.33\|-4.99\|25.33\|26.90\|25.33\|14003;2026-04-01\|24.06\|-5.01\|25.20\|25.44\|24.06\|13460;2026-04-02\|22.86\|-4.99\|22.86\|22.86\|22.86\|782;2026-04-03\|21.72\|-4.99\|21.72\|21.72\|21.72\|893;2026-04-07\|22.81\|5.02\|22.50\|22.81\|22.50\|5718;2026-04-08\|23.95\|5.00\|23.95\|23.95\|23.95\|918;2026-04-09\|25.15\|5.01\|25.15\|25.15\|25.15\|2674;2026-04-10\|26.41\|5.01\|26.41\|26.41\|25.86\|14680;2026-04-13\|27.73\|5.00\|27.73\|27.73\|27.50\|5387;2026-04-14\|29.12\|5.01\|29.09\|29.12\|28.98\|5598;2026-04-15\|27.66\|-5.01\|30.56\|30.56\|27.66\|20799;2026-04-16\|28.51\|3.07\|26.53\|28.96\|26.53\|16701;2026-04-17\|27.40\|-3.89\|28.20\|28.59\|27.22\|13040;2026-04-20\|28.77\|5.00\|27.81\|28.77\|27.81\|16101;2026-04-21\|30.21\|5.01\|28.66\|30.21\|28.30\|18443;2026-04-22\|31.72\|5.00\|31.72\|31.72\|31.72\|2338;2026-04-23\|33.31\|5.01\|33.31\|33.31\|33.31\|1308;2026-04-24\|33.32\|0.03\|34.98\|34.98\|32.24\|25735;2026-04-27\|34.99\|5.01\|33.00\|34.99\|32.17\|18786;2026-04-28\|36.74\|5.00\|34.10\|36.74\|34.10\|15827;2026-04-29\|36.50\|-0.65\|37.34\|37.53\|35.21\|17189;2026-04-30\|37.00\|1.37\|35.50\|37.18\|35.10\|11022;2026-05-06\|37.37\|1.00\|36.75\|38.43\|36.75\|8786;2026-05-07\|39.15\|4.76\|36.50\|39.24\|36.50\|12019;2026-05-08\|39.55\|1.02\|39.75\|40.39\|38.20\|12946;2026-05-11\|39.98\|1.09\|39.56\|40.48\|38.96\|5743;2026-05-12\|37.98\|-5.00\|40.40\|40.40\|37.98\|9846;2026-05-13\|36.82\|-3.05\|36.08\|38.50\|36.08\|10263;2026-05-14\|38.66\|5.00\|36.82\|38.66\|36.82\|13694;2026-05-15\|38.70\|0.10\|39.05\|39.48\|38.27\|10098;2026-05-18\|37.20\|-3.88\|38.95\|38.95\|36.96\|7061;2026-05-19\|37.67\|1.26\|37.64\|38.02\|36.98\|3076;2026-05-20\|37.50\|-0.45\|37.67\|37.87\|37.10\|2257;2026-05-21\|37.23\|-0.72\|37.25\|38.41\|37.18\|2885;2026-05-22\|37.49\|0.70\|37.23\|37.69\|36.66\|3750;2026-05-25\|36.48\|-2.69\|37.43\|37.43\|35.62\|6937;2026-05-26\|35.97\|-1.40\|36.90\|36.90\|35.30\|6031;2026-05-27\|36.30\|0.92\|35.02\|36.99\|35.02\|5168;2026-05-28\|37.02\|1.98\|36.58\|37.18\|36.13\|3931;2026-05-29\|35.52\|-4.05\|36.87\|37.86\|35.20\|4584;2026-06-01\|35.00\|-1.46\|36.15\|36.15\|34.84\|3162;2026-06-02\|36.75\|5.00\|35.00\|36.75\|33.55\|5890;2026-06-03\|36.74\|-0.03\|36.97\|37.60\|36.51\|4792;2026-06-04\|35.25\|-4.06\|36.73\|36.73\|35.10\|3948;2026-06-05\|35.25\|0.00\|33.78\|36.50\|33.49\|9603;2026-06-08\|36.82\|4.45\|34.60\|37.01\|34.52\|10961;2026-06-09\|38.26\|3.91\|36.64\|38.50\|36.64\|7432;2026-06-10\|38.19\|-0.18\|38.25\|38.50\|37.40\|3880;2026-06-11\|37.87\|-0.84\|39.10\|39.20\|37.66\|3461;2026-06-12\|35.98\|-4.99\|36.80\|38.30\|35.98\|10960;2026-06-16\|38.78\|7.78\|36.45\|39.20\|36.35\|24553;2026-06-17\|38.25\|-1.37\|39.15\|40.20\|36.81\|15874;2026-06-18\|41.41\|8.26\|38.01\|41.86\|37.00\|28809;2026-06-22\|39.90\|-3.65\|40.96\|42.86\|39.18\|19568;2026-06-23\|40.10\|0.50\|39.80\|40.80\|39.33\|7394;2026-06-24\|38.86\|-3.09\|40.95\|40.95\|38.52\|7473;2026-06-25\|36.69\|-5.58\|38.89\|39.50\|36.50\|9741;2026-06-26\|36.00\|-1.88\|36.86\|36.99\|34.10\|12492;2026-06-29\|35.45\|-1.53\|36.43\|36.43\|34.18\|11839;2026-06-30\|34.60\|-2.40\|35.15\|36.89\|34.32\|11213;2026-07-01\|35.09\|1.42\|35.20\|35.58\|34.12\|9998;2026-07-02\|35.70\|1.74\|35.00\|36.67\|34.36\|11166;2026-07-03\|34.55\|-3.22\|35.77\|36.02\|34.50\|6004;2026-07-06\|32.26\|-6.63\|34.78\|34.78\|31.68\|11001;2026-07-07\|32.53\|0.84\|32.40\|32.89\|31.19\|7768;2026-07-08\|33.11\|1.78\|32.72\|33.80\|32.20\|7316;2026-07-09\|36.42\|10.00\|33.14\|36.42\|32.75\|9636;2026-07-10\|34.99\|-3.93\|38.69\|38.69\|34.41\|15917;2026-07-13\|33.85\|-3.26\|34.75\|34.87\|33.39\|6928;2026-07-14\|33.49\|-1.06\|34.18\|34.54\|32.00\|8098;2026-07-15\|34.62\|3.37\|35.18\|36.15\|34.44\|9628;2026-07-16\|34.00\|-1.79\|34.72\|34.73\|33.76\|5219;2026-07-17\|33.97\|-0.09\|34.20\|34.88\|33.58\|7424;2026-07-20\|30.57\|-10.01\|33.97\|34.12\|30.57\|8755;2026-07-21\|29.01\|-5.10\|30.26\|30.57\|27.52\|12077
90423	台积电表示正在搭建COPOS封装技术试点产线	CPO+存储芯片+激光设备+年报扭亏行业原因：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日互动易，公司持续关注CPO前沿领域技术发展，围绕光互连制造环节，提供光纤材料精密切割、检测及基板微孔加工等激光解决方案，公司与行业知名客户保持稳定合作关系并持续开展技术交流与工艺验证。 2、据2026年4月28日年报，公司针对存储芯片领域推出SDBG相关设备，可适配超薄晶圆隐形切割与减薄前加工，已获得国内头部厂商量产订单并已通过客户端量产验证。 3、据2026年4月28日年报，公司2025年度实现营业收入7.87亿元，同比增长10.10%，实现归母净利润2584.79万元，同比扭亏为盈，主要系产品验收增加和费用管控等因素所致。	1、公司为玻璃基板封装提供关键的TGV（玻璃通孔）激光微孔加工设备； 2、公司LSD-6130硅晶圆激光隐切设备已获国内存储芯片头部厂商订单并完成量产验证，后续推广有望加速； 3、公司重点关注固态电池技术，将压辊清洗、激光烘烤等技术引入到固态电池制程应用，攻克固态电池制程难题，推出极片制痕绝缘、干法电极激光预热、超快激光极片制片等;	2026-03-12\|52.80\|-0.19\|52.80\|54.12\|51.70\|70020;2026-03-13\|50.00\|-5.30\|52.79\|53.57\|50.00\|57452;2026-03-16\|53.62\|7.24\|50.26\|53.88\|49.81\|90834;2026-03-17\|49.70\|-7.31\|53.99\|54.18\|49.70\|74760;2026-03-18\|51.71\|4.04\|50.15\|51.88\|49.10\|63726;2026-03-19\|48.57\|-6.07\|50.35\|50.80\|48.11\|71505;2026-03-20\|48.22\|-0.72\|49.18\|51.47\|48.10\|74803;2026-03-23\|47.58\|-1.33\|47.61\|50.29\|47.14\|80308;2026-03-24\|47.80\|0.46\|48.33\|49.00\|45.82\|74042;2026-03-25\|50.12\|4.85\|49.03\|51.75\|48.87\|86118;2026-03-26\|49.76\|-0.72\|50.00\|51.20\|49.12\|63285;2026-03-27\|50.85\|2.19\|49.00\|52.05\|48.30\|80941;2026-03-30\|49.00\|-3.64\|49.98\|51.47\|48.90\|81515;2026-03-31\|46.45\|-5.20\|48.40\|49.75\|46.33\|91761;2026-04-01\|48.35\|4.09\|47.78\|48.98\|47.57\|62171;2026-04-02\|48.28\|-0.14\|47.80\|49.40\|47.30\|52946;2026-04-03\|52.33\|8.39\|49.00\|53.67\|48.35\|110998;2026-04-07\|51.35\|-1.87\|52.63\|53.20\|51.09\|68497;2026-04-08\|54.28\|5.71\|53.00\|54.40\|52.28\|75071;2026-04-09\|54.71\|0.79\|53.36\|55.77\|52.66\|81612;2026-04-10\|52.90\|-3.31\|55.40\|56.50\|52.50\|105371;2026-04-13\|54.82\|3.63\|52.06\|55.10\|52.06\|75024;2026-04-14\|56.76\|3.54\|55.00\|57.58\|54.64\|80639;2026-04-15\|57.19\|0.76\|55.93\|58.39\|55.63\|74202;2026-04-16\|57.31\|0.21\|56.51\|57.93\|55.90\|58145;2026-04-17\|60.95\|6.35\|57.96\|65.00\|57.96\|103635;2026-04-20\|60.24\|-1.16\|61.11\|62.07\|59.82\|93713;2026-04-21\|60.46\|0.37\|59.53\|60.94\|59.23\|56788;2026-04-22\|61.94\|2.45\|60.36\|63.35\|60.10\|67804;2026-04-23\|58.44\|-5.65\|61.67\|62.04\|58.20\|76407;2026-04-24\|56.91\|-2.62\|58.16\|59.20\|56.38\|56748;2026-04-27\|63.10\|10.88\|57.15\|65.51\|57.14\|106867;2026-04-28\|58.97\|-6.55\|58.65\|62.95\|58.45\|101500;2026-04-29\|58.65\|-0.54\|57.88\|59.88\|56.13\|67945;2026-04-30\|60.46\|3.09\|60.00\|62.62\|59.69\|77611;2026-05-06\|60.48\|0.03\|61.66\|61.98\|59.99\|85256;2026-05-07\|64.30\|6.32\|60.35\|66.53\|59.61\|95566;2026-05-08\|64.07\|-0.36\|63.30\|65.50\|62.26\|61693;2026-05-11\|66.49\|3.78\|66.08\|68.87\|65.50\|86185;2026-05-12\|66.02\|-0.71\|66.00\|66.51\|64.60\|61832;2026-05-13\|68.99\|4.50\|64.35\|70.66\|64.09\|96329;2026-05-14\|72.74\|5.44\|71.00\|76.46\|69.82\|125573;2026-05-15\|73.64\|1.24\|72.77\|77.08\|71.50\|142400;2026-05-18\|72.78\|-1.17\|73.99\|78.88\|71.14\|125556;2026-05-19\|74.25\|2.02\|71.00\|75.66\|68.80\|118044;2026-05-20\|76.80\|3.43\|74.00\|78.60\|72.61\|105383;2026-05-21\|77.48\|0.89\|81.50\|88.88\|76.82\|161349;2026-05-22\|78.70\|1.57\|78.00\|80.68\|75.70\|124938;2026-05-25\|90.27\|14.70\|81.00\|91.99\|78.00\|152493;2026-05-26\|87.43\|-3.15\|89.37\|91.00\|83.74\|123890;2026-05-27\|88.99\|1.78\|90.74\|95.65\|85.50\|125941;2026-05-28\|92.00\|3.38\|85.55\|93.00\|80.60\|111806;2026-05-29\|76.56\|-16.78\|91.08\|91.08\|75.00\|128215;2026-06-01\|70.06\|-8.49\|74.80\|77.68\|70.05\|95743;2026-06-02\|71.40\|1.91\|70.90\|73.70\|68.41\|81767;2026-06-03\|72.28\|1.23\|71.40\|75.80\|70.00\|84076;2026-06-04\|75.10\|3.90\|69.95\|76.28\|69.01\|89626;2026-06-05\|80.15\|6.72\|73.00\|83.22\|72.01\|113615;2026-06-08\|75.75\|-5.49\|75.73\|81.67\|75.67\|80814;2026-06-09\|79.40\|4.82\|77.20\|79.74\|73.99\|77073;2026-06-10\|71.02\|-10.55\|77.59\|78.00\|69.52\|79390;2026-06-11\|70.39\|-0.89\|69.03\|71.60\|65.98\|62897;2026-06-12\|67.70\|-3.82\|73.15\|73.88\|67.10\|72761;2026-06-15\|81.24\|20.00\|68.50\|81.24\|68.11\|123741;2026-06-16\|83.13\|2.33\|80.02\|83.47\|79.02\|90013;2026-06-17\|85.79\|3.20\|80.25\|89.90\|80.25\|110051;2026-06-18\|85.25\|-0.63\|83.08\|86.40\|83.08\|80493;2026-06-22\|85.70\|0.53\|86.82\|89.89\|82.27\|101406;2026-06-23\|82.49\|-3.75\|84.33\|84.33\|78.70\|89119;2026-06-24\|81.60\|-1.08\|81.33\|82.22\|78.25\|77480;2026-06-25\|83.66\|2.52\|85.00\|85.58\|80.00\|107033;2026-06-26\|88.01\|5.20\|84.00\|90.89\|82.07\|137454;2026-06-29\|87.88\|-0.15\|88.88\|94.78\|81.80\|105509;2026-06-30\|96.01\|9.25\|89.30\|99.66\|89.06\|116243;2026-07-01\|91.23\|-4.98\|93.40\|94.99\|90.00\|93034;2026-07-02\|78.97\|-13.44\|86.00\|86.29\|78.36\|82522;2026-07-03\|75.04\|-4.98\|76.07\|80.62\|73.58\|73148;2026-07-06\|70.72\|-5.76\|75.99\|76.79\|69.56\|60037;2026-07-07\|68.85\|-2.64\|69.75\|72.50\|67.72\|43956;2026-07-08\|65.57\|-4.76\|69.08\|69.96\|63.60\|67686;2026-07-09\|69.78\|6.42\|66.20\|69.98\|65.02\|57686;2026-07-10\|62.58\|-10.32\|70.00\|72.38\|62.55\|82357;2026-07-13\|59.46\|-4.99\|62.45\|64.50\|59.00\|56599;2026-07-14\|62.30\|4.78\|60.05\|63.20\|58.00\|50700;2026-07-15\|59.54\|-4.43\|62.90\|63.80\|59.16\|39819;2026-07-16\|57.32\|-3.73\|58.03\|61.07\|57.02\|39201;2026-07-17\|50.80\|-11.37\|57.00\|58.39\|50.58\|54456;2026-07-20\|47.60\|-6.30\|52.00\|53.30\|46.00\|60902;2026-07-21\|51.01\|7.16\|47.89\|51.18\|41.20\|7822520
90422	台积电表示正在搭建COPOS封装技术试点产线	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	公司收到美国国际贸易委员会（ITC）公布337-TA-1441案件初裁结果，认定现用自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-12\|6.42\|0.00\|6.40\|6.53\|6.37\|230891;2026-03-13\|6.45\|0.47\|6.38\|6.60\|6.35\|368250;2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427
90421	台积电表示正在搭建COPOS封装技术试点产线	电子布涨价+PCB+风电纱行业原因： 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、据证券时报2026年6月15日报道，电子布价格已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。公司最终控制人为山东省人民政府国有资产监督管理委员会，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-03-12\|9.68\|0.94\|9.70\|10.11\|9.44\|409325;2026-03-13\|9.55\|-1.34\|9.42\|9.80\|9.42\|286031;2026-03-16\|9.70\|1.57\|9.70\|9.81\|9.36\|259573;2026-03-17\|9.12\|-5.98\|9.72\|9.75\|9.08\|262657;2026-03-18\|9.38\|2.85\|9.06\|9.40\|9.06\|192120;2026-03-19\|8.79\|-6.29\|9.19\|9.26\|8.72\|202204;2026-03-20\|8.64\|-1.71\|8.90\|8.94\|8.63\|174195;2026-03-23\|8.11\|-6.13\|8.45\|8.50\|8.02\|179245;2026-03-24\|8.51\|4.93\|8.28\|8.52\|8.06\|155068;2026-03-25\|8.85\|4.00\|8.63\|9.01\|8.61\|182620;2026-03-26\|8.63\|-2.49\|8.83\|9.01\|8.55\|111031;2026-03-27\|8.75\|1.39\|8.45\|8.82\|8.42\|93896;2026-03-30\|9.14\|4.46\|8.60\|9.25\|8.60\|263859;2026-03-31\|8.79\|-3.83\|9.13\|9.14\|8.77\|187372;2026-04-01\|9.67\|10.01\|9.10\|9.67\|9.10\|169445;2026-04-02\|9.48\|-1.96\|9.47\|9.53\|9.20\|543033;2026-04-03\|9.18\|-3.16\|9.48\|9.49\|8.88\|354463;2026-04-07\|9.25\|0.76\|9.17\|9.42\|8.91\|289534;2026-04-08\|9.60\|3.78\|9.44\|9.61\|9.23\|454422;2026-04-09\|9.20\|-4.17\|9.00\|9.30\|8.71\|411009;2026-04-10\|10.12\|10.00\|9.16\|10.12\|9.12\|490265;2026-04-13\|10.58\|4.55\|9.97\|10.96\|9.87\|945981;2026-04-14\|10.55\|-0.28\|10.18\|10.67\|10.07\|678859;2026-04-15\|10.14\|-3.89\|10.42\|10.47\|10.05\|454142;2026-04-16\|10.49\|3.45\|10.18\|10.49\|9.89\|528124;2026-04-17\|10.32\|-1.62\|10.40\|10.76\|10.30\|488274;2026-04-20\|10.44\|1.16\|10.19\|10.66\|10.18\|416753;2026-04-21\|10.76\|3.07\|10.27\|11.17\|10.27\|549909;2026-04-22\|11.03\|2.51\|10.55\|11.08\|10.45\|540918;2026-04-23\|10.64\|-3.54\|10.92\|11.51\|10.59\|609767;2026-04-24\|10.31\|-3.10\|10.15\|10.68\|10.15\|375923;2026-04-27\|11.34\|9.99\|10.30\|11.34\|10.10\|229713;2026-04-28\|11.03\|-2.73\|11.39\|11.39\|10.76\|517181;2026-04-29\|12.13\|9.97\|11.17\|12.13\|11.17\|413183;2026-04-30\|11.69\|-3.63\|12.08\|12.32\|11.31\|788786;2026-05-06\|12.29\|5.13\|11.92\|12.58\|11.76\|722292;2026-05-07\|13.52\|10.01\|12.28\|13.52\|12.27\|540234;2026-05-08\|14.87\|9.99\|13.38\|14.87\|13.30\|327897;2026-05-11\|16.36\|10.02\|16.04\|16.36\|15.92\|178202;2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235;2026-07-13\|15.33\|-8.48\|16.33\|16.65\|15.33\|389570;2026-07-14\|16.54\|7.89\|15.60\|16.86\|15.25\|500439;2026-07-15\|15.85\|-4.17\|16.81\|17.17\|15.85\|395671;2026-07-16\|14.84\|-6.37\|15.30\|15.80\|14.75\|298033;2026-07-17\|13.69\|-7.75\|14.84\|14.98\|13.40\|305591;2026-07-20\|12.32\|-10.01\|13.96\|14.18\|12.32\|254270;2026-07-21\|13.23\|7.39\|12.32\|13.25\|11.09\|429635
90420	台积电表示正在搭建COPOS封装技术试点产线	CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司TGV产品主要应用于玻璃基Mini/Micro LED直显、微流控等	2026-03-12\|41.90\|-3.37\|43.00\|43.74\|41.78\|233932;2026-03-13\|41.02\|-2.10\|41.89\|42.53\|40.86\|139867;2026-03-16\|42.50\|3.61\|42.17\|43.29\|41.97\|176448;2026-03-17\|38.26\|-9.98\|45.08\|45.08\|38.25\|263647;2026-03-18\|39.13\|2.27\|38.10\|39.60\|38.10\|134484;2026-03-19\|38.03\|-2.81\|37.80\|39.20\|37.30\|107132;2026-03-20\|36.88\|-3.02\|38.71\|39.50\|36.88\|123194;2026-03-23\|36.50\|-1.03\|35.50\|37.95\|35.11\|109745;2026-03-24\|36.30\|-0.55\|36.85\|36.98\|34.99\|98052;2026-03-25\|36.65\|0.96\|36.86\|37.65\|36.40\|84073;2026-03-26\|35.80\|-2.32\|36.31\|37.48\|35.55\|81974;2026-03-27\|35.40\|-1.12\|35.12\|36.44\|34.70\|79266;2026-03-30\|34.13\|-3.59\|35.00\|35.00\|33.05\|95682;2026-03-31\|32.76\|-4.01\|34.09\|34.40\|32.68\|69741;2026-04-01\|34.13\|4.18\|33.50\|34.39\|33.50\|71097;2026-04-02\|32.89\|-3.63\|34.02\|34.02\|32.62\|51657;2026-04-03\|34.07\|3.59\|33.00\|34.22\|32.60\|66376;2026-04-07\|32.90\|-3.43\|33.00\|33.52\|32.22\|82309;2026-04-08\|35.65\|8.36\|33.90\|36.19\|33.61\|133397;2026-04-09\|39.22\|10.01\|36.22\|39.22\|36.09\|225722;2026-04-10\|43.14\|9.99\|40.50\|43.14\|39.68\|310530;2026-04-13\|44.00\|1.99\|41.86\|45.40\|41.86\|328521;2026-04-14\|45.02\|2.32\|44.34\|46.00\|43.90\|245705;2026-04-15\|49.52\|10.00\|44.66\|49.52\|44.60\|188851;2026-04-16\|48.09\|-2.89\|49.00\|49.00\|46.06\|297355;2026-04-17\|52.90\|10.00\|48.00\|52.90\|48.00\|218748;2026-04-20\|58.19\|10.00\|56.60\|58.19\|56.20\|95725;2026-04-21\|58.51\|0.55\|60.00\|62.93\|56.00\|537891;2026-04-22\|64.36\|10.00\|58.29\|64.36\|58.29\|249432;2026-04-23\|60.50\|-6.00\|61.50\|66.00\|60.00\|335723;2026-04-24\|58.30\|-3.64\|60.38\|62.09\|57.38\|265484;2026-04-27\|64.13\|10.00\|60.57\|64.13\|60.06\|133922;2026-04-28\|63.40\|-1.14\|66.90\|66.90\|62.82\|273331;2026-04-29\|69.74\|10.00\|64.41\|69.74\|64.41\|204787;2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510;2026-07-20\|76.95\|-10.00\|88.00\|89.50\|76.95\|196438;2026-07-21\|84.65\|10.01\|78.05\|84.65\|69.26\|261398
90419	央视报道光纤价格暴涨650%	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司为光纤光缆行业龙头，正在跟进CPO共封装光学技术，着力推动光通信模块产品的升级和整体研发水平，并已成功掌握 COB 高速光模块的封装能力；一季度净利润同比增长46.42%	2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421
90418	央视报道光纤价格暴涨650%	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-12\|49.70\|-0.94\|49.90\|50.43\|49.28\|860416;2026-03-13\|49.33\|-0.74\|49.35\|50.28\|49.05\|819833;2026-03-16\|49.26\|-0.14\|49.01\|49.27\|47.51\|965272;2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397
90417	央视报道光纤价格暴涨650%	涨停揭秘：央视报道光纤价格暴涨650%，公司主营有线电视光纤传输设备，成本端压力缓解+订单提价预期增强；涨停缘由：光纤涨价传导至终端设备、广电网络升级加速、低估值高弹性标的；资金逻辑：小市值光通信标的获游资聚焦，4月27日成交额放大至前五日均值4.2倍，涨停封单超28万手；风险提示：主业集中于广电领域，市场空间有限，对光纤涨价敏感度低于主干网设备商，业绩弹性或被高估	公司主要产品包括有线电视光纤传输设备、有线电视电缆传输设备、前端系统、数据通信系统四类	2026-03-12\|31.03\|-1.77\|31.51\|31.88\|30.85\|25728;2026-03-13\|30.49\|-1.74\|31.05\|31.05\|30.31\|20877;2026-03-16\|30.50\|0.03\|30.56\|30.60\|30.04\|18032;2026-03-17\|29.93\|-1.87\|30.76\|30.76\|29.73\|19997;2026-03-18\|31.00\|3.58\|30.14\|31.06\|29.94\|22848;2026-03-19\|30.20\|-2.58\|30.56\|30.89\|30.08\|19770;2026-03-20\|29.04\|-3.84\|30.51\|30.62\|28.88\|23350;2026-03-23\|27.00\|-7.02\|28.76\|28.76\|26.45\|41663;2026-03-24\|28.29\|4.78\|27.55\|28.48\|26.88\|30500;2026-03-25\|28.96\|2.37\|28.76\|29.15\|28.20\|25781;2026-03-26\|28.00\|-3.31\|28.96\|29.20\|27.70\|23170;2026-03-27\|28.34\|1.21\|27.57\|28.44\|27.26\|15676;2026-03-30\|28.45\|0.39\|28.19\|28.60\|27.59\|17397;2026-03-31\|27.75\|-2.46\|28.32\|29.03\|27.70\|19630;2026-04-01\|28.03\|1.01\|28.35\|28.70\|27.73\|16049;2026-04-02\|27.34\|-2.46\|27.90\|28.00\|27.00\|20663;2026-04-03\|27.29\|-0.18\|27.50\|27.89\|26.95\|22246;2026-04-07\|28.80\|5.53\|27.24\|29.49\|27.12\|41123;2026-04-08\|29.15\|1.22\|29.03\|29.39\|28.79\|28243;2026-04-09\|28.95\|-0.69\|28.77\|30.07\|28.70\|26245;2026-04-10\|29.91\|3.32\|29.09\|30.25\|28.75\|32343;2026-04-13\|29.91\|0.00\|29.91\|30.12\|29.25\|25359;2026-04-14\|29.85\|-0.20\|30.29\|30.52\|29.57\|24151;2026-04-15\|29.35\|-1.68\|29.85\|30.10\|29.27\|21217;2026-04-16\|30.12\|2.62\|29.35\|30.44\|29.22\|31846;2026-04-17\|30.27\|0.50\|30.30\|30.82\|29.70\|28046;2026-04-20\|31.10\|2.74\|30.45\|31.38\|30.16\|33725;2026-04-21\|30.10\|-3.22\|30.76\|31.09\|29.85\|28788;2026-04-22\|29.22\|-2.92\|29.85\|29.94\|28.52\|42180;2026-04-23\|28.61\|-2.09\|29.72\|29.76\|28.46\|31626;2026-04-24\|28.20\|-1.43\|28.61\|28.70\|27.79\|24430;2026-04-27\|31.43\|11.45\|28.30\|31.87\|27.76\|105005;2026-04-28\|31.49\|0.19\|31.20\|31.97\|30.70\|66401;2026-04-29\|31.82\|1.05\|31.37\|33.00\|31.04\|54312;2026-04-30\|32.79\|3.05\|31.98\|33.30\|31.51\|52501;2026-05-06\|33.50\|2.17\|32.87\|33.68\|32.61\|51887;2026-05-07\|33.20\|-0.90\|33.69\|33.75\|33.13\|41204;2026-05-08\|33.18\|-0.06\|32.96\|33.29\|32.62\|32742;2026-05-11\|33.53\|1.05\|33.30\|33.99\|32.78\|49017;2026-05-12\|32.75\|-2.33\|33.32\|33.89\|32.72\|36046;2026-05-13\|32.34\|-1.25\|32.72\|32.72\|31.69\|46051;2026-05-14\|34.40\|6.37\|32.54\|35.57\|32.51\|96424;2026-05-15\|34.08\|-0.93\|34.60\|35.88\|33.76\|58784;2026-05-18\|33.83\|-0.73\|33.82\|34.08\|32.50\|44773;2026-05-19\|36.17\|6.92\|33.50\|36.48\|33.30\|78949;2026-05-20\|36.74\|1.58\|36.00\|38.26\|36.00\|90829;2026-05-21\|36.75\|0.03\|36.85\|38.98\|36.45\|88362;2026-05-22\|37.55\|2.18\|37.01\|37.98\|36.38\|61180;2026-05-25\|38.68\|3.01\|37.38\|39.34\|37.23\|80597;2026-05-26\|37.26\|-3.67\|38.68\|39.20\|36.60\|62243;2026-05-27\|39.03\|4.75\|37.42\|39.16\|35.80\|85860;2026-05-28\|45.91\|17.63\|39.20\|46.00\|38.63\|132512;2026-05-29\|45.32\|-1.29\|45.55\|48.00\|44.50\|125690;2026-06-01\|36.92\|-18.53\|44.87\|44.87\|36.26\|165577;2026-06-02\|36.99\|0.19\|35.29\|39.78\|35.01\|119639;2026-06-03\|37.66\|1.81\|36.99\|38.88\|35.80\|87968;2026-06-04\|38.87\|3.21\|37.29\|40.38\|36.50\|112537;2026-06-05\|39.20\|0.85\|38.80\|39.96\|38.01\|70657;2026-06-08\|40.29\|2.78\|37.73\|40.98\|37.52\|86303;2026-06-09\|43.51\|7.99\|41.00\|44.43\|39.27\|102786;2026-06-10\|41.30\|-5.08\|43.08\|43.08\|40.10\|72053;2026-06-11\|38.90\|-5.81\|40.49\|40.52\|37.80\|62521;2026-06-12\|37.40\|-3.86\|39.23\|39.88\|37.01\|51910;2026-06-15\|36.69\|-1.90\|38.11\|38.78\|35.85\|54346;2026-06-16\|36.25\|-1.20\|36.84\|37.41\|35.90\|45187;2026-06-17\|36.36\|0.30\|36.25\|36.98\|35.59\|40575;2026-06-18\|34.73\|-4.48\|36.36\|38.17\|34.51\|75710;2026-06-22\|34.92\|0.55\|34.07\|35.22\|33.50\|53642;2026-06-23\|34.45\|-1.35\|35.82\|35.95\|34.14\|39418;2026-06-24\|33.97\|-1.39\|33.77\|34.49\|32.86\|44389;2026-06-25\|35.50\|4.50\|33.60\|35.50\|32.02\|76994;2026-06-26\|36.76\|3.55\|35.45\|38.38\|34.98\|76247;2026-06-29\|32.58\|-11.37\|36.00\|36.60\|32.11\|69092;2026-06-30\|34.50\|5.89\|33.64\|35.43\|33.08\|63112;2026-07-01\|32.53\|-5.71\|34.48\|34.70\|32.08\|53591;2026-07-02\|31.30\|-3.78\|32.00\|32.62\|31.30\|37332;2026-07-03\|30.65\|-2.08\|31.00\|31.40\|30.63\|31904;2026-07-06\|29.80\|-2.77\|30.44\|30.44\|28.66\|52288;2026-07-07\|29.02\|-2.62\|29.70\|29.90\|28.76\|27492;2026-07-08\|28.78\|-0.83\|29.02\|29.28\|28.10\|18898;2026-07-09\|29.34\|1.95\|28.64\|29.58\|28.17\|30252;2026-07-10\|29.34\|0.00\|29.02\|30.10\|29.01\|30629;2026-07-13\|27.64\|-5.79\|28.89\|29.00\|27.53\|25063;2026-07-14\|28.00\|1.30\|28.03\|28.12\|26.90\|24154;2026-07-15\|27.82\|-0.64\|27.54\|28.75\|27.54\|18357;2026-07-16\|27.00\|-2.95\|27.50\|28.00\|26.90\|18518;2026-07-17\|25.14\|-6.89\|27.48\|27.48\|24.92\|33308;2026-07-20\|25.89\|2.98\|25.59\|27.09\|25.18\|44986;2026-07-21\|26.05\|0.62\|26.01\|26.18\|23.03\|43090
90416	央视报道光纤价格暴涨650%	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-03-12\|132.37\|1.98\|130.19\|136.80\|127.87\|261972;2026-03-13\|127.90\|-3.38\|129.01\|131.92\|127.00\|158332;2026-03-16\|126.11\|-1.40\|126.56\|128.41\|124.00\|152564;2026-03-17\|113.84\|-9.73\|126.12\|126.20\|112.80\|289340;2026-03-18\|117.50\|3.21\|115.79\|117.96\|113.58\|165869;2026-03-19\|117.26\|-0.20\|115.01\|120.68\|115.01\|197966;2026-03-20\|119.16\|1.62\|120.28\|125.20\|118.30\|280990;2026-03-23\|111.66\|-6.29\|115.59\|119.00\|110.30\|195308;2026-03-24\|114.70\|2.72\|114.95\|116.00\|110.15\|185123;2026-03-25\|119.21\|3.93\|118.10\|121.47\|117.13\|232991;2026-03-26\|117.32\|-1.59\|117.50\|122.78\|116.36\|211174;2026-03-27\|118.27\|0.81\|112.27\|120.46\|111.18\|187860;2026-03-30\|117.21\|-0.90\|115.90\|117.90\|113.42\|145293;2026-03-31\|107.66\|-8.15\|111.82\|112.00\|106.03\|253049;2026-04-01\|110.92\|3.03\|110.40\|111.00\|107.85\|203474;2026-04-02\|112.02\|0.99\|109.32\|116.90\|108.85\|220858;2026-04-03\|112.51\|0.44\|115.00\|116.55\|112.12\|213383;2026-04-07\|115.02\|2.23\|112.66\|117.50\|112.66\|208034;2026-04-08\|122.95\|6.89\|117.44\|123.41\|116.51\|302493;2026-04-09\|128.29\|4.34\|121.00\|129.89\|120.42\|344804;2026-04-10\|127.15\|-0.89\|129.00\|129.35\|124.60\|337281;2026-04-13\|136.60\|7.43\|124.85\|138.59\|124.81\|393892;2026-04-14\|136.42\|-0.13\|134.99\|137.39\|132.08\|345757;2026-04-15\|130.03\|-4.68\|135.20\|136.26\|128.88\|272654;2026-04-16\|134.52\|3.45\|130.78\|136.37\|130.53\|248159;2026-04-17\|141.22\|4.98\|133.97\|142.86\|133.60\|341233;2026-04-20\|137.45\|-2.67\|143.00\|143.00\|136.01\|292876;2026-04-21\|143.10\|4.11\|133.35\|144.88\|132.94\|272032;2026-04-22\|145.50\|1.68\|143.24\|151.33\|143.10\|284595;2026-04-23\|135.03\|-7.20\|145.72\|147.60\|134.00\|304709;2026-04-24\|134.10\|-0.69\|129.95\|135.98\|127.24\|304880;2026-04-27\|149.82\|11.72\|135.20\|150.66\|135.00\|422818;2026-04-28\|142.62\|-4.81\|149.00\|152.32\|140.90\|212311;2026-04-29\|138.27\|-3.05\|140.00\|142.52\|135.67\|176482;2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|190.70\|-9.89\|207.61\|211.15\|189.50\|150160;2026-07-14\|203.88\|6.91\|193.19\|204.90\|184.30\|161959;2026-07-15\|196.83\|-3.46\|207.96\|209.90\|195.68\|135518;2026-07-16\|180.70\|-8.19\|188.61\|194.50\|178.42\|128915;2026-07-17\|158.08\|-12.52\|179.50\|179.88\|155.89\|154564;2026-07-20\|139.31\|-11.87\|163.00\|165.00\|133.00\|172113;2026-07-21\|153.19\|9.96\|142.01\|154.00\|120.68\|246999
90415	央视报道光纤价格暴涨650%	光通信客户+电子测试测量仪器+权益分派行业原因： 6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。公司原因： 1、据2026年4月27日投资者关系活动记录表，光通信需求带动电源及源表类产品增长。报告期内电源及源表类产品收入同比增长 56.82%，其中光通信客户使用的相关系列电源收入同比增长166.16%。 2、公司是全球极少数具有数字示波器、信号发生器、频谱分析仪和矢量网络分析仪四大通用电子测试测量仪器主力产品研发、生产和销售能力的通用电子测试测量仪器企业,同时也是国内极少数同时拥有这四大主力产品并且四大主力产品全线进入高端领域的企业。 3、据2026年6月3日公告，公司发布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6.6元。 4、据2026年4月27日投资者关系活动记录表，公司2026年一季度高端产品营收占比提升至39%，银河系列高端射频微波类产品整体营收同比增长173.94%。	国内头部电子测量仪器供应商，可为光模块、AI芯片、电源等下游客户提供测试仪器，用于研发和产线测试	2026-03-12\|44.00\|-2.48\|45.07\|46.10\|43.29\|17075;2026-03-13\|42.73\|-2.89\|43.40\|44.00\|42.73\|9963;2026-03-16\|43.19\|1.08\|42.79\|43.50\|41.75\|14321;2026-03-17\|40.82\|-5.49\|43.50\|43.71\|40.78\|13594;2026-03-18\|41.70\|2.16\|41.07\|41.83\|40.84\|8582;2026-03-19\|39.83\|-4.48\|41.00\|41.02\|39.64\|13769;2026-03-20\|38.82\|-2.54\|40.00\|40.38\|38.82\|9297;2026-03-23\|36.00\|-7.26\|38.45\|38.50\|35.77\|20741;2026-03-24\|37.66\|4.61\|37.60\|37.70\|36.13\|16596;2026-03-25\|38.79\|3.00\|38.51\|40.00\|38.12\|19412;2026-03-26\|38.11\|-1.75\|38.31\|39.24\|37.80\|13575;2026-03-27\|38.62\|1.34\|37.60\|38.80\|37.40\|8575;2026-03-30\|39.29\|1.73\|37.93\|39.75\|37.40\|15545;2026-03-31\|38.28\|-2.57\|38.98\|39.65\|38.23\|13158;2026-04-01\|39.15\|2.27\|39.00\|39.50\|38.82\|10240;2026-04-02\|39.47\|0.82\|39.16\|40.23\|38.70\|17244;2026-04-03\|40.21\|1.87\|39.40\|41.07\|38.99\|14495;2026-04-07\|40.82\|1.52\|40.77\|41.20\|39.63\|16358;2026-04-08\|48.48\|18.77\|41.92\|48.74\|41.81\|58011;2026-04-09\|47.72\|-1.57\|48.00\|49.26\|47.54\|48598;2026-04-10\|46.51\|-2.54\|48.10\|48.26\|46.40\|33347;2026-04-13\|49.49\|6.41\|46.51\|50.50\|46.03\|58874;2026-04-14\|48.86\|-1.27\|50.88\|53.00\|48.50\|58471;2026-04-15\|49.50\|1.31\|48.86\|50.32\|47.87\|44084;2026-04-16\|50.43\|1.88\|49.66\|51.68\|48.80\|40222;2026-04-17\|54.16\|7.40\|50.46\|55.40\|50.46\|49787;2026-04-20\|52.27\|-3.49\|53.86\|54.96\|51.61\|46404;2026-04-21\|53.22\|1.82\|52.06\|53.85\|51.60\|36538;2026-04-22\|54.06\|1.58\|52.61\|54.54\|52.11\|28745;2026-04-23\|53.81\|-0.46\|54.43\|54.67\|52.04\|38914;2026-04-24\|54.35\|1.00\|53.52\|59.70\|53.52\|67642;2026-04-27\|61.68\|13.49\|55.65\|63.00\|54.60\|72790;2026-04-28\|60.47\|-1.96\|61.50\|62.00\|58.80\|41924;2026-04-29\|61.58\|1.84\|60.26\|64.00\|59.08\|47984;2026-04-30\|61.58\|0.00\|62.81\|62.94\|59.89\|34874;2026-05-06\|61.44\|-0.23\|62.00\|62.86\|59.50\|49054;2026-05-07\|63.17\|2.82\|61.26\|63.70\|60.32\|37342;2026-05-08\|62.03\|-1.80\|62.54\|63.00\|60.39\|37462;2026-05-11\|61.32\|-1.14\|62.25\|63.18\|60.18\|33220;2026-05-12\|57.23\|-6.67\|61.28\|61.91\|56.90\|61668;2026-05-13\|57.03\|-0.35\|56.83\|57.45\|56.08\|34454;2026-05-14\|62.30\|9.24\|57.64\|64.44\|56.65\|67888;2026-05-15\|67.84\|8.89\|62.69\|70.77\|62.00\|76455;2026-05-18\|70.86\|4.45\|63.03\|73.00\|63.03\|76744;2026-05-19\|70.80\|-0.08\|69.80\|71.31\|66.77\|39459;2026-05-20\|75.55\|6.71\|69.80\|75.60\|68.88\|49642;2026-05-21\|70.70\|-6.42\|75.99\|75.99\|70.00\|44017;2026-05-22\|73.02\|3.28\|71.85\|76.80\|70.70\|36546;2026-05-25\|72.96\|-0.08\|74.60\|75.17\|71.69\|41809;2026-05-26\|68.97\|-5.47\|72.80\|73.66\|67.18\|31719;2026-05-27\|70.26\|1.87\|69.00\|72.88\|66.85\|38266;2026-05-28\|75.06\|6.83\|69.86\|76.49\|68.93\|40552;2026-05-29\|69.00\|-8.07\|76.22\|79.82\|68.81\|50491;2026-06-01\|64.65\|-6.30\|68.37\|70.50\|64.65\|50040;2026-06-02\|64.80\|0.23\|64.29\|66.61\|62.80\|36901;2026-06-03\|73.39\|13.26\|64.47\|77.76\|63.91\|72391;2026-06-04\|71.75\|-2.23\|72.88\|74.77\|69.88\|79797;2026-06-05\|71.16\|-0.82\|70.89\|76.10\|68.51\|51651;2026-06-08\|70.56\|-0.84\|67.55\|74.44\|66.00\|53219;2026-06-09\|70.70\|0.20\|71.20\|71.99\|68.51\|42613;2026-06-10\|71.34\|1.86\|68.66\|73.00\|68.07\|48268;2026-06-11\|72.61\|1.78\|70.73\|74.50\|69.90\|42914;2026-06-12\|70.16\|-3.37\|74.00\|76.69\|70.00\|55851;2026-06-15\|73.47\|4.72\|70.56\|74.66\|70.00\|48720;2026-06-16\|79.96\|8.83\|75.50\|80.23\|71.23\|65957;2026-06-17\|77.32\|-3.30\|77.76\|79.95\|75.00\|60721;2026-06-18\|78.01\|0.89\|77.20\|80.86\|76.11\|49498;2026-06-22\|68.75\|-11.87\|78.88\|78.88\|66.80\|93494;2026-06-23\|69.26\|0.74\|69.88\|71.98\|66.01\|57150;2026-06-24\|71.13\|2.70\|68.99\|71.59\|66.00\|48308;2026-06-25\|73.91\|3.91\|73.42\|76.42\|71.52\|56176;2026-06-26\|69.90\|-5.43\|73.98\|74.88\|68.50\|43554;2026-06-29\|70.30\|0.57\|69.79\|74.30\|67.33\|47520;2026-06-30\|73.46\|4.50\|70.50\|75.34\|69.22\|39731;2026-07-01\|79.47\|8.18\|74.00\|80.06\|72.18\|60913;2026-07-02\|80.30\|1.04\|76.02\|84.85\|74.30\|70711;2026-07-03\|84.91\|5.74\|80.44\|88.77\|77.88\|67888;2026-07-06\|77.37\|-8.88\|87.55\|91.17\|76.88\|82883;2026-07-07\|74.13\|-4.19\|75.93\|79.19\|72.50\|59426;2026-07-08\|71.98\|-2.90\|74.64\|76.50\|66.15\|60730;2026-07-09\|72.60\|0.86\|72.08\|72.98\|67.68\|42277;2026-07-10\|69.02\|-4.93\|72.93\|74.98\|69.02\|45510;2026-07-13\|63.41\|-8.13\|68.68\|69.69\|61.80\|45905;2026-07-14\|65.95\|4.01\|63.35\|67.13\|62.00\|28501;2026-07-15\|63.82\|-3.23\|66.00\|66.64\|62.75\|22225;2026-07-16\|61.68\|-3.35\|63.00\|65.47\|60.58\|25257;2026-07-17\|55.53\|-9.97\|60.96\|62.80\|55.02\|38563;2026-07-20\|49.51\|-10.84\|56.53\|57.00\|48.21\|49742;2026-07-21\|53.04\|7.13\|50.00\|53.30\|45.00\|4668083
90414	央视报道光纤价格暴涨650%	SiC功率器件+拟收购晶艺半导体 1、据2026年3月28日公告，公司拟发行股份及支付现金收购晶艺半导体100%股权并配套募资，构成重大资产重组，标的公司主营功率半导体，与公司同属Fabless模式，具有协同效应。 2、据2024年年度报告及2025年持续督导报告，公司布局650V-3300V SiC MOSFET，产品已用于工业储能、光伏逆变、新能源汽车及充电桩，并推进功率IC与第三代半导体系列化，助力国产化替代。 3、据2025年年度业绩预告，公司围绕BLDC电机驱动、工业及车用电源、新能源与智能电网、高可靠电源及电机驱动四条产品线，提供整套芯片解决方案，相关业务正稳步推进。	公司拟收购核心客户晶艺半导体，标的主营电机驱动与电源管理两大类功率产品，产品广泛应用于高端消费电子、家电、智能电表、光模块、固态硬盘（SSD）、安防、通讯、服务器等市场领域	2026-03-12\|48.17\|4.49\|46.30\|48.56\|44.90\|48715;2026-03-13\|45.75\|-5.02\|48.17\|48.20\|45.75\|28526;2026-03-30\|54.90\|20.00\|54.90\|54.90\|50.81\|72318;2026-03-31\|49.70\|-9.47\|53.40\|56.89\|49.22\|90225;2026-04-01\|52.26\|5.15\|51.45\|53.33\|49.78\|64049;2026-04-02\|56.21\|7.56\|54.80\|60.98\|54.00\|79991;2026-04-03\|56.41\|0.36\|57.22\|57.31\|53.35\|57193;2026-04-07\|55.77\|-1.13\|55.88\|59.22\|54.68\|43302;2026-04-08\|66.92\|19.99\|57.00\|66.92\|56.00\|82385;2026-04-09\|78.50\|17.30\|65.11\|79.56\|64.73\|102529;2026-04-10\|81.11\|3.32\|80.07\|84.73\|76.06\|93090;2026-04-13\|84.63\|4.34\|79.80\|87.31\|79.80\|81942;2026-04-14\|95.60\|12.96\|86.75\|99.73\|86.32\|95757;2026-04-15\|91.51\|-4.28\|95.73\|97.00\|90.00\|66835;2026-04-16\|93.98\|2.70\|93.00\|95.54\|90.11\|45967;2026-04-17\|101.86\|8.38\|93.99\|105.00\|93.99\|75162;2026-04-20\|91.19\|-10.48\|98.81\|100.85\|89.70\|99851;2026-04-21\|88.96\|-2.45\|91.00\|91.00\|86.46\|53567;2026-04-22\|88.46\|-0.56\|90.32\|90.60\|86.81\|49159;2026-04-23\|82.30\|-6.96\|88.47\|89.02\|81.21\|59059;2026-04-24\|83.47\|1.42\|83.11\|87.68\|80.68\|75846;2026-04-27\|95.99\|15.00\|83.66\|96.64\|83.66\|107623;2026-04-28\|92.20\|-3.95\|97.71\|98.33\|91.00\|56911;2026-04-29\|89.28\|-3.17\|90.00\|91.52\|86.05\|48192;2026-04-30\|96.00\|7.53\|90.90\|97.00\|87.16\|90691;2026-05-06\|91.90\|-4.27\|98.79\|103.50\|91.00\|102281;2026-05-07\|95.40\|3.81\|91.76\|97.89\|89.20\|67157;2026-05-08\|107.46\|12.64\|94.91\|112.00\|93.00\|93554;2026-05-11\|123.53\|14.95\|111.72\|126.50\|106.00\|88240;2026-05-12\|137.50\|11.31\|123.99\|139.98\|123.99\|87278;2026-05-13\|139.40\|1.38\|135.00\|145.67\|128.00\|85585;2026-05-14\|140.00\|0.43\|141.98\|148.50\|138.00\|69008;2026-05-15\|136.04\|-2.83\|135.91\|141.13\|128.50\|83571;2026-05-18\|130.00\|-4.44\|133.00\|134.99\|127.94\|53727;2026-05-19\|126.96\|-2.34\|132.00\|133.20\|122.55\|38819;2026-05-20\|126.74\|-0.17\|128.00\|133.49\|123.12\|46248;2026-05-21\|116.00\|-8.47\|129.74\|130.57\|116.00\|54733;2026-05-22\|119.99\|3.44\|117.10\|121.73\|115.49\|33918;2026-05-25\|123.83\|3.20\|120.05\|131.00\|116.54\|58319;2026-05-26\|110.00\|-11.17\|122.01\|123.14\|99.06\|60017;2026-05-27\|106.24\|-3.42\|113.20\|113.20\|105.57\|41140;2026-05-28\|112.32\|5.72\|106.82\|112.96\|104.01\|31413;2026-05-29\|113.78\|1.30\|115.07\|119.00\|111.33\|36083;2026-06-01\|105.23\|-7.51\|113.78\|114.00\|102.01\|34070;2026-06-02\|104.05\|-1.12\|104.83\|107.56\|101.00\|26951;2026-06-03\|107.30\|3.12\|104.55\|112.88\|102.48\|36906;2026-06-04\|104.00\|-3.08\|105.00\|113.40\|101.80\|40623;2026-06-05\|100.40\|-3.46\|104.40\|104.40\|97.96\|27497;2026-06-08\|97.51\|-2.88\|95.01\|100.98\|95.00\|28337;2026-06-09\|106.62\|9.34\|98.39\|107.55\|97.98\|47777;2026-06-10\|94.70\|-11.18\|104.00\|106.13\|92.00\|45356;2026-06-11\|95.86\|1.22\|94.50\|98.50\|93.01\|26211;2026-06-12\|94.27\|-1.66\|97.50\|100.99\|94.02\|28240;2026-06-15\|102.98\|9.24\|94.75\|102.98\|94.75\|28290;2026-06-16\|102.11\|-0.84\|102.98\|104.48\|100.32\|22067;2026-06-17\|103.49\|1.35\|101.44\|105.27\|101.00\|22027;2026-06-18\|107.08\|3.47\|103.25\|110.97\|100.37\|49866;2026-06-22\|103.88\|-2.99\|109.03\|110.00\|100.44\|49439;2026-06-23\|103.50\|-0.37\|102.00\|108.80\|98.64\|32785;2026-06-24\|102.46\|-1.00\|102.47\|104.38\|98.69\|25125;2026-06-25\|102.80\|0.33\|104.98\|107.90\|100.88\|30328;2026-06-26\|97.34\|-5.31\|101.05\|105.95\|95.08\|30468;2026-06-29\|91.95\|-5.54\|97.08\|98.99\|88.78\|35505;2026-06-30\|103.95\|13.05\|92.00\|108.00\|89.64\|49794;2026-07-01\|103.46\|-0.47\|105.93\|115.97\|102.80\|62941;2026-07-02\|96.33\|-6.89\|95.95\|104.34\|95.00\|35942;2026-07-03\|92.01\|-4.48\|97.00\|98.22\|92.00\|26262;2026-07-06\|90.02\|-2.16\|92.00\|96.84\|86.70\|23685;2026-07-07\|91.92\|2.11\|88.10\|95.41\|88.10\|27354;2026-07-08\|87.79\|-4.49\|90.00\|94.89\|85.12\|27958;2026-07-09\|90.21\|2.76\|88.86\|90.78\|84.53\|25401;2026-07-10\|86.05\|-4.61\|90.16\|93.17\|86.02\|24544;2026-07-13\|78.80\|-8.43\|84.50\|87.46\|78.32\|30296;2026-07-14\|83.39\|5.82\|78.80\|84.40\|77.58\|27402;2026-07-15\|77.76\|-6.75\|84.86\|85.93\|77.08\|20004;2026-07-16\|74.05\|-4.77\|76.38\|78.45\|73.80\|20916;2026-07-17\|64.26\|-13.22\|73.36\|73.74\|63.77\|37410;2026-07-20\|56.92\|-11.42\|67.89\|68.20\|54.30\|34622;2026-07-21\|64.69\|13.65\|56.26\|65.50\|47.17\|4901963
90413	央视报道光纤价格暴涨650%	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-12\|22.02\|0.05\|21.92\|22.66\|21.80\|137407;2026-03-13\|22.08\|0.27\|21.83\|22.76\|21.49\|157090;2026-03-16\|22.41\|1.49\|21.95\|22.48\|21.86\|114974;2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131;2026-07-13\|25.37\|-7.48\|26.63\|27.76\|25.30\|223486;2026-07-14\|26.00\|2.48\|25.71\|26.30\|24.67\|157019;2026-07-15\|25.40\|-2.31\|26.42\|26.48\|25.18\|139636;2026-07-16\|24.46\|-3.70\|24.85\|25.85\|24.31\|119648;2026-07-17\|22.14\|-9.48\|24.12\|24.25\|22.01\|159171;2026-07-20\|20.54\|-7.23\|22.70\|22.84\|20.02\|175117;2026-07-21\|21.73\|5.79\|20.55\|21.78\|18.49\|206768
90412	行业龙头业绩大增	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218
90411	行业龙头业绩大增	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571
90410	行业龙头业绩大增	PCB+AI算力扩产+光模块行业原因： 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、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533
90409	行业龙头业绩大增	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-03-12\|28.09\|-2.94\|28.41\|29.15\|27.74\|60139;2026-03-13\|27.53\|-1.99\|27.96\|28.09\|27.37\|54605;2026-03-16\|30.69\|11.48\|27.46\|30.90\|27.12\|142474;2026-03-17\|29.58\|-3.62\|30.01\|31.45\|29.20\|113129;2026-03-18\|29.38\|-0.68\|29.96\|30.46\|29.00\|77269;2026-03-19\|28.54\|-2.86\|29.09\|29.51\|28.34\|53694;2026-03-20\|27.26\|-4.48\|29.29\|29.74\|27.10\|63219;2026-03-23\|24.88\|-8.73\|26.45\|26.91\|24.68\|80867;2026-03-24\|27.13\|9.04\|26.07\|27.78\|25.23\|90535;2026-03-25\|26.92\|-0.77\|27.45\|27.92\|26.67\|63533;2026-03-26\|26.05\|-3.23\|26.80\|27.50\|25.95\|46852;2026-03-27\|26.26\|0.81\|25.50\|26.83\|24.89\|57645;2026-03-30\|26.51\|0.95\|25.65\|26.59\|25.12\|51062;2026-03-31\|24.60\|-7.20\|26.36\|26.68\|24.47\|56146;2026-04-01\|26.85\|9.15\|25.28\|28.80\|25.28\|138898;2026-04-02\|25.46\|-5.18\|26.57\|27.17\|25.18\|91721;2026-04-03\|25.53\|0.27\|26.75\|26.85\|25.18\|77696;2026-04-07\|26.75\|4.78\|25.52\|27.49\|25.52\|89181;2026-04-08\|27.77\|3.81\|27.44\|27.88\|26.69\|83007;2026-04-09\|28.00\|0.83\|27.18\|28.28\|26.77\|69506;2026-04-10\|28.87\|3.11\|28.00\|29.58\|27.65\|99540;2026-04-13\|29.89\|3.53\|28.30\|30.30\|28.30\|92729;2026-04-14\|29.60\|-0.97\|29.88\|30.28\|29.22\|70407;2026-04-15\|29.39\|-0.71\|29.60\|31.10\|29.17\|93346;2026-04-16\|29.54\|0.51\|29.39\|30.30\|29.02\|73786;2026-04-17\|29.24\|-1.02\|29.20\|29.67\|28.60\|59662;2026-04-20\|28.84\|-1.37\|29.49\|29.49\|28.72\|52564;2026-04-21\|29.76\|3.19\|28.59\|30.29\|28.29\|93686;2026-04-22\|29.81\|0.17\|29.50\|30.48\|29.40\|76176;2026-04-23\|28.64\|-3.92\|29.68\|29.89\|28.30\|55223;2026-04-24\|29.34\|2.44\|30.25\|31.99\|29.12\|123215;2026-04-27\|33.68\|14.79\|29.75\|33.83\|29.75\|181505;2026-04-28\|35.63\|5.79\|32.81\|37.75\|32.30\|218144;2026-04-29\|37.87\|6.29\|35.63\|39.45\|34.96\|187635;2026-04-30\|37.35\|-1.37\|37.60\|38.45\|36.36\|125241;2026-05-06\|42.39\|13.49\|38.86\|43.00\|37.91\|155094;2026-05-07\|41.00\|-3.28\|42.00\|42.38\|39.01\|142029;2026-05-08\|41.51\|1.24\|40.51\|42.44\|39.80\|99866;2026-05-11\|41.01\|-1.20\|41.66\|42.30\|40.60\|75134;2026-05-12\|40.44\|-1.39\|41.14\|42.10\|39.60\|80114;2026-05-13\|40.00\|-1.09\|40.60\|41.73\|39.62\|91598;2026-05-14\|38.00\|-5.00\|40.05\|40.30\|37.93\|84344;2026-05-15\|36.98\|-2.68\|38.00\|38.83\|36.65\|65996;2026-05-18\|37.10\|0.32\|36.81\|38.00\|36.11\|61348;2026-05-19\|44.52\|20.00\|36.81\|44.52\|36.24\|114927;2026-05-20\|43.40\|-2.52\|45.51\|45.98\|42.08\|145517;2026-05-21\|40.89\|-5.78\|43.41\|45.27\|40.60\|118388;2026-05-22\|46.47\|13.65\|41.40\|48.11\|41.25\|178911;2026-05-25\|45.76\|-1.53\|47.21\|48.38\|44.82\|165851;2026-05-26\|46.22\|1.01\|44.27\|48.35\|44.27\|140356;2026-05-27\|44.02\|-4.76\|46.06\|46.33\|43.10\|109463;2026-05-28\|47.20\|7.22\|43.56\|47.77\|43.18\|135448;2026-05-29\|46.24\|-2.03\|46.28\|49.90\|44.50\|147193;2026-06-01\|43.19\|-6.60\|45.03\|46.67\|43.02\|105851;2026-06-02\|43.00\|-0.44\|43.03\|44.74\|41.25\|85693;2026-06-03\|41.76\|-2.88\|42.31\|42.95\|40.90\|84969;2026-06-04\|41.70\|-0.14\|40.70\|42.41\|40.50\|74782;2026-06-05\|41.54\|-0.38\|41.29\|43.57\|40.08\|79715;2026-06-08\|39.61\|-4.65\|39.46\|41.08\|38.59\|69301;2026-06-09\|44.29\|11.82\|41.01\|44.95\|40.12\|112570;2026-06-10\|47.60\|7.47\|43.50\|51.47\|43.24\|147857;2026-06-11\|47.17\|-0.90\|47.00\|48.19\|45.76\|119086;2026-06-12\|56.60\|19.99\|47.69\|56.60\|47.36\|153795;2026-06-15\|67.92\|20.00\|61.51\|67.92\|61.51\|65497;2026-06-16\|81.50\|19.99\|78.41\|81.50\|75.70\|273231;2026-06-17\|79.89\|-1.98\|76.26\|82.00\|76.26\|193868;2026-06-18\|78.64\|-1.56\|78.29\|79.60\|76.91\|140109;2026-06-22\|77.48\|-1.48\|78.60\|79.21\|75.01\|126545;2026-06-23\|71.62\|-7.56\|75.03\|75.94\|71.00\|126722;2026-06-24\|75.50\|5.42\|71.40\|76.85\|71.40\|140812;2026-06-25\|74.88\|-0.82\|73.05\|76.30\|72.00\|115221;2026-06-26\|70.70\|-5.58\|72.37\|73.90\|69.01\|91970;2026-06-29\|67.31\|-4.79\|70.71\|71.71\|65.98\|93763;2026-06-30\|68.00\|1.03\|66.64\|68.99\|66.50\|70020;2026-07-01\|65.02\|-4.38\|66.95\|69.28\|64.49\|90535;2026-07-02\|60.80\|-6.49\|63.75\|64.99\|60.44\|70091;2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406;2026-07-13\|45.70\|-10.72\|50.68\|51.88\|45.62\|65398;2026-07-14\|51.86\|13.48\|46.53\|52.62\|45.99\|145853;2026-07-15\|48.50\|-6.48\|52.01\|53.99\|48.16\|137929;2026-07-16\|58.20\|20.00\|49.00\|58.20\|48.51\|110575;2026-07-17\|49.58\|-14.81\|53.23\|54.88\|47.40\|253234;2026-07-20\|39.66\|-20.01\|50.50\|50.68\|39.66\|180971;2026-07-21\|41.99\|5.87\|38.37\|42.33\|32.38\|229259
90408	行业龙头业绩大增	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	2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;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\|7748366
90407	行业龙头业绩大增	算力租赁+PCB油墨+一季报增长行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年4月28日一季报，公司一季度营收1.10亿元、同比增长34.36%，归母净利润1042.67万元、同比增长253.41%，因中东战争推高原油价，公司重新核定成本并提价，客户提前备货。 2、据2025年度报告及2026年第一季度主要经营数据公告，公司2025年算力租赁收入2165.52万元、2026年一季度收入424.53万元，占主营5.71%和3.86%，并计划以轻资产模式继续扩张。 3、据2025年度报告，公司主营软包装油墨、聚氨酯胶粘剂及PCB电子油墨，是国内少数同时生产油墨与胶粘剂的企业，具备一体化解决方案能力。	1、公司主营PCB电子油墨、软包装油墨及聚氨酯胶粘剂，PCB油墨应用于刚挠结合板等新兴电子产品； 2、子公司东方超算对标MCP.so等海外知名MCP服务聚合平台，聚焦“多模型、多系统、技术中立”的智能协同，在国内率先打造第三方中立MCP服务平台	2026-03-12\|17.80\|1.19\|17.63\|18.10\|17.44\|142093;2026-03-13\|16.96\|-4.72\|17.68\|17.74\|16.86\|114651;2026-03-16\|17.12\|0.94\|16.89\|17.35\|16.86\|67512;2026-03-17\|17.66\|3.15\|17.12\|18.50\|17.12\|259261;2026-03-18\|17.78\|0.68\|17.69\|18.09\|17.58\|139252;2026-03-19\|17.22\|-3.15\|17.67\|17.86\|17.15\|115013;2026-03-20\|16.12\|-6.39\|17.39\|17.39\|16.10\|189756;2026-03-23\|14.77\|-8.37\|15.43\|15.69\|14.56\|144005;2026-03-24\|15.42\|4.40\|15.08\|15.45\|14.78\|90476;2026-03-25\|16.03\|3.96\|15.43\|16.27\|15.40\|87114;2026-03-26\|15.71\|-2.00\|16.14\|16.32\|15.59\|61832;2026-03-27\|16.14\|2.74\|15.64\|16.15\|15.48\|63883;2026-03-30\|15.66\|-2.97\|15.87\|15.87\|15.30\|72594;2026-03-31\|15.49\|-1.09\|15.62\|16.09\|15.45\|54059;2026-04-01\|15.95\|2.97\|15.96\|16.10\|15.71\|63099;2026-04-02\|15.19\|-4.76\|15.96\|15.96\|15.02\|71674;2026-04-03\|15.63\|2.90\|15.27\|16.33\|14.83\|151471;2026-04-07\|15.50\|-0.83\|15.30\|15.93\|15.06\|92116;2026-04-08\|16.23\|4.71\|15.86\|16.28\|15.82\|99870;2026-04-09\|15.93\|-1.85\|16.10\|16.15\|15.82\|64634;2026-04-10\|16.25\|2.01\|16.12\|16.84\|16.12\|87597;2026-04-13\|16.26\|0.06\|16.16\|16.28\|15.86\|59322;2026-04-14\|16.79\|3.26\|16.26\|16.88\|16.26\|100150;2026-04-15\|16.59\|-1.19\|16.74\|16.90\|16.55\|57218;2026-04-16\|17.60\|6.09\|16.59\|17.90\|16.59\|189692;2026-04-17\|17.64\|0.23\|17.55\|18.10\|17.31\|97139;2026-04-20\|18.02\|2.15\|17.78\|18.11\|17.42\|96684;2026-04-21\|17.85\|-0.94\|17.90\|18.00\|17.60\|59111;2026-04-22\|18.34\|2.75\|17.80\|18.42\|17.62\|94965;2026-04-23\|18.16\|-0.98\|18.32\|18.54\|17.86\|79858;2026-04-24\|17.87\|-1.60\|18.00\|18.35\|17.80\|61532;2026-04-27\|19.66\|10.02\|17.90\|19.66\|17.69\|338624;2026-04-28\|21.11\|7.38\|20.87\|21.63\|20.70\|565758;2026-04-29\|21.61\|2.37\|19.92\|22.00\|19.92\|448249;2026-04-30\|22.13\|2.41\|21.40\|22.65\|21.40\|275792;2026-05-06\|22.04\|-0.41\|22.06\|22.80\|21.80\|202104;2026-05-07\|23.61\|7.12\|22.04\|23.91\|22.04\|207252;2026-05-08\|24.38\|3.26\|23.55\|24.69\|22.78\|186206;2026-05-11\|24.10\|-1.15\|24.38\|24.82\|23.80\|147175;2026-05-12\|23.96\|-0.58\|24.08\|24.52\|23.63\|126740;2026-05-13\|26.36\|10.02\|23.80\|26.36\|23.68\|82404;2026-05-14\|25.10\|-4.78\|27.43\|27.58\|24.81\|270392;2026-05-15\|24.37\|-2.91\|24.05\|25.15\|24.05\|146541;2026-05-18\|23.52\|-3.49\|23.98\|24.40\|23.00\|183953;2026-05-19\|23.42\|-0.43\|23.30\|23.81\|23.05\|104515;2026-05-20\|23.06\|-1.54\|23.19\|23.41\|22.50\|137622;2026-05-21\|22.63\|-1.86\|23.45\|24.01\|22.45\|136292;2026-05-22\|23.84\|5.35\|22.70\|24.04\|22.41\|130132;2026-05-25\|23.49\|-1.47\|23.91\|24.37\|23.28\|126312;2026-05-26\|22.56\|-3.96\|23.36\|23.63\|22.06\|148419;2026-05-27\|21.28\|-5.67\|22.43\|23.30\|21.10\|135310;2026-05-28\|23.41\|10.01\|21.28\|23.41\|20.97\|161987;2026-05-29\|22.12\|-5.51\|23.81\|23.82\|22.10\|170810;2026-06-01\|22.09\|-0.14\|22.57\|23.20\|22.05\|105699;2026-06-02\|21.43\|-2.99\|21.96\|22.47\|21.29\|87344;2026-06-03\|20.77\|-3.08\|21.43\|21.52\|20.50\|91076;2026-06-04\|20.62\|-0.72\|20.80\|21.71\|20.00\|112258;2026-06-05\|20.67\|0.24\|20.81\|21.39\|19.77\|103587;2026-06-08\|20.69\|0.10\|19.64\|21.80\|19.64\|126988;2026-06-09\|21.08\|1.89\|21.17\|21.19\|20.57\|87752;2026-06-10\|21.48\|1.90\|20.95\|22.10\|20.65\|116285;2026-06-11\|21.03\|-2.10\|21.01\|21.73\|20.39\|97716;2026-06-12\|21.13\|0.48\|21.60\|22.00\|20.82\|98451;2026-06-15\|21.76\|2.98\|21.02\|21.86\|20.91\|103554;2026-06-16\|22.67\|4.18\|21.76\|22.98\|21.20\|156101;2026-06-17\|22.66\|-0.04\|22.62\|23.03\|22.00\|165794;2026-06-18\|24.11\|6.40\|22.65\|24.30\|22.50\|211719;2026-06-22\|25.22\|4.60\|24.55\|26.30\|24.37\|214721;2026-06-23\|25.50\|1.11\|24.98\|26.86\|24.05\|209069;2026-06-24\|25.34\|-0.63\|25.26\|25.67\|24.36\|139875;2026-06-25\|24.26\|-4.26\|25.00\|25.75\|24.18\|161734;2026-06-26\|23.36\|-3.71\|24.21\|24.26\|22.93\|112086;2026-06-29\|22.96\|-1.71\|23.36\|23.54\|22.18\|115850;2026-06-30\|23.17\|0.91\|22.98\|24.50\|22.66\|138201;2026-07-01\|22.11\|-4.57\|23.18\|23.18\|22.03\|124319;2026-07-02\|21.39\|-3.26\|21.60\|22.33\|21.21\|122853;2026-07-03\|21.12\|-1.26\|21.30\|21.96\|20.94\|95891;2026-07-06\|22.14\|4.83\|21.12\|23.23\|21.12\|191009;2026-07-07\|20.67\|-6.64\|22.66\|22.66\|20.42\|167619;2026-07-08\|21.18\|2.47\|20.47\|21.79\|20.24\|119215;2026-07-09\|21.08\|-0.47\|21.18\|22.45\|19.98\|125911;2026-07-10\|23.19\|10.01\|21.02\|23.19\|20.70\|200134;2026-07-13\|22.79\|-1.72\|23.17\|23.60\|22.10\|252154;2026-07-14\|24.15\|5.97\|22.95\|24.50\|21.91\|332644;2026-07-15\|24.52\|1.53\|23.45\|25.33\|23.20\|333268;2026-07-16\|23.05\|-6.00\|23.60\|24.22\|22.72\|211635;2026-07-17\|20.75\|-9.98\|23.00\|23.00\|20.75\|212568;2026-07-20\|19.10\|-7.95\|21.18\|22.21\|18.71\|224729;2026-07-21\|19.75\|3.40\|19.42\|19.79\|17.39\|186655
90406	行业龙头业绩大增	PCB化学品+AI算力+股权激励行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-03-12\|20.61\|-2.09\|21.01\|21.01\|20.34\|122885;2026-03-13\|20.60\|-0.05\|20.43\|21.25\|20.40\|146019;2026-03-16\|21.00\|1.94\|20.55\|21.00\|20.40\|132925;2026-03-17\|19.93\|-5.10\|21.00\|21.15\|19.90\|174984;2026-03-18\|19.94\|0.05\|19.99\|20.08\|19.53\|128479;2026-03-19\|18.92\|-5.12\|19.59\|19.63\|18.90\|169414;2026-03-20\|18.51\|-2.17\|18.98\|19.17\|18.47\|122461;2026-03-23\|17.47\|-5.62\|18.00\|18.48\|17.40\|161104;2026-03-24\|17.82\|2.00\|17.82\|17.96\|17.03\|130508;2026-03-25\|18.10\|1.57\|17.94\|18.26\|17.87\|110314;2026-03-26\|18.28\|0.99\|18.05\|18.66\|17.96\|128569;2026-03-27\|18.79\|2.79\|18.01\|18.91\|18.00\|129108;2026-03-30\|18.72\|-0.37\|18.58\|18.94\|18.35\|88169;2026-03-31\|17.87\|-4.54\|18.75\|18.76\|17.83\|158950;2026-04-01\|18.15\|1.57\|18.28\|18.28\|17.95\|87879;2026-04-02\|17.19\|-5.29\|17.71\|17.87\|17.07\|172120;2026-04-03\|16.51\|-3.96\|17.25\|17.39\|16.41\|130529;2026-04-07\|17.04\|3.21\|16.75\|17.18\|16.75\|112933;2026-04-08\|17.60\|3.29\|17.36\|17.60\|17.32\|93214;2026-04-09\|17.39\|-1.19\|17.40\|17.54\|17.29\|64753;2026-04-10\|18.05\|3.80\|17.50\|18.25\|17.49\|128725;2026-04-13\|18.92\|4.82\|18.05\|18.98\|17.99\|155801;2026-04-14\|19.70\|4.12\|19.00\|20.18\|19.00\|253496;2026-04-15\|18.75\|-4.82\|19.72\|19.85\|18.70\|212682;2026-04-16\|19.24\|2.61\|18.95\|19.33\|18.68\|161357;2026-04-17\|19.54\|1.56\|19.11\|19.65\|19.09\|153566;2026-04-20\|19.60\|0.31\|19.50\|19.97\|19.41\|142580;2026-04-21\|19.97\|1.89\|19.44\|20.17\|19.28\|201838;2026-04-22\|20.19\|1.10\|19.97\|20.38\|19.88\|194158;2026-04-23\|20.27\|0.40\|20.40\|20.69\|19.95\|268653;2026-04-24\|20.24\|-0.15\|20.01\|20.41\|19.93\|152687;2026-04-27\|22.26\|9.98\|20.10\|22.26\|20.10\|387740;2026-04-28\|21.91\|-1.57\|22.05\|22.35\|21.23\|422873;2026-04-29\|21.75\|-0.73\|21.80\|21.91\|21.19\|336272;2026-04-30\|21.70\|-0.23\|21.76\|22.18\|21.58\|249529;2026-05-06\|22.42\|3.32\|22.13\|22.65\|21.85\|342663;2026-05-07\|22.44\|0.09\|22.22\|22.75\|22.05\|285197;2026-05-08\|22.13\|-1.38\|22.21\|22.60\|22.04\|241146;2026-05-11\|22.86\|3.30\|22.20\|23.07\|22.13\|341760;2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|27.38\|-9.99\|29.94\|30.67\|27.38\|319473;2026-07-14\|29.50\|7.74\|27.31\|29.95\|27.25\|332702;2026-07-15\|28.61\|-3.02\|29.99\|30.20\|28.50\|238217;2026-07-16\|27.21\|-4.89\|27.90\|29.17\|26.85\|232198;2026-07-17\|24.80\|-8.86\|27.16\|27.38\|24.65\|254004;2026-07-20\|22.32\|-10.00\|25.30\|25.60\|22.32\|298041;2026-07-21\|23.29\|4.35\|21.85\|23.33\|20.09\|474371
90405	行业龙头业绩大增	PCB概念+AI服务器+玻璃芯基板行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月26日公开资料，公司专注PCB制造业长达30年以上，主要从事印制电路板PCB的研发、生产及销售，产品覆盖高多层板、HDI、高频高速板等。 2、据2025年年度报告，PCB行业增长主线已切换到AI服务器、交换机、光模块等领域，2026年景气向高端集中，公司PCB产品受益于AI服务器等高端需求。 3、据2024年年度报告，公司与华星光电联合研发的玻璃芯基板已于2024年12月在TCL全球技术创新大会首次展出，该产品为具有高密度通孔的玻璃基板制成的芯基板。	专注于中小批量、高多层、厚铜板、光电板和HDI领域的PCB企业	2026-03-12\|21.21\|-3.37\|21.96\|22.04\|21.00\|80547;2026-03-13\|21.28\|0.33\|21.21\|21.99\|21.01\|75858;2026-03-16\|21.82\|2.54\|21.28\|22.07\|21.00\|66420;2026-03-17\|21.24\|-2.66\|21.99\|22.17\|21.12\|51484;2026-03-18\|21.34\|0.47\|21.44\|21.49\|21.09\|34503;2026-03-19\|21.00\|-1.59\|21.25\|21.25\|20.70\|59948;2026-03-20\|20.75\|-1.19\|21.13\|21.88\|20.71\|65819;2026-03-23\|19.59\|-5.59\|20.16\|20.69\|19.40\|90638;2026-03-24\|20.33\|3.78\|20.05\|20.34\|19.45\|46992;2026-03-25\|20.10\|-1.13\|20.37\|20.97\|19.91\|95312;2026-03-26\|20.20\|0.50\|20.07\|20.69\|19.96\|80333;2026-03-27\|20.19\|-0.05\|19.80\|20.36\|19.56\|61364;2026-03-30\|20.55\|1.78\|20.02\|20.65\|19.80\|49305;2026-03-31\|20.08\|-2.29\|20.52\|20.80\|20.04\|54283;2026-04-01\|20.59\|2.54\|20.35\|21.04\|20.35\|59032;2026-04-02\|20.06\|-2.57\|20.41\|20.80\|19.98\|43938;2026-04-03\|19.63\|-2.14\|20.26\|20.26\|19.60\|32326;2026-04-07\|20.16\|2.70\|19.80\|20.24\|19.55\|38554;2026-04-08\|21.05\|4.41\|20.64\|21.20\|20.54\|77709;2026-04-09\|20.84\|-1.00\|21.02\|21.02\|20.61\|39861;2026-04-10\|21.15\|1.49\|21.00\|21.39\|20.85\|48285;2026-04-13\|21.40\|1.18\|20.90\|21.45\|20.85\|53784;2026-04-14\|23.08\|7.85\|23.54\|23.54\|22.00\|255225;2026-04-15\|22.23\|-3.68\|22.87\|22.97\|22.01\|180760;2026-04-16\|22.24\|0.04\|22.45\|22.59\|22.14\|95935;2026-04-17\|22.70\|2.07\|22.10\|22.77\|22.00\|102437;2026-04-20\|22.91\|0.93\|22.70\|23.23\|22.62\|92480;2026-04-21\|23.15\|1.05\|22.66\|23.39\|22.60\|75675;2026-04-22\|23.40\|1.08\|23.14\|23.45\|22.92\|94915;2026-04-23\|22.98\|-1.79\|23.39\|23.46\|22.57\|79563;2026-04-24\|22.71\|-1.17\|22.81\|23.25\|22.41\|56093;2026-04-27\|24.98\|10.00\|22.84\|24.98\|22.84\|196530;2026-04-28\|25.15\|0.68\|25.60\|25.99\|24.75\|243888;2026-04-29\|25.12\|-0.12\|24.84\|25.40\|24.55\|153282;2026-04-30\|25.32\|0.80\|25.11\|25.77\|24.80\|115193;2026-05-06\|26.76\|5.69\|25.21\|26.89\|25.21\|204603;2026-05-07\|27.95\|4.45\|26.96\|27.99\|26.78\|162916;2026-05-08\|29.50\|5.55\|27.62\|30.18\|27.33\|201138;2026-05-11\|29.56\|0.20\|29.45\|29.77\|28.57\|160075;2026-05-12\|29.80\|0.81\|29.96\|30.28\|29.11\|121744;2026-05-13\|30.33\|1.78\|29.80\|32.23\|29.51\|206203;2026-05-14\|30.19\|-0.46\|29.98\|31.07\|29.59\|157263;2026-05-15\|29.97\|-0.73\|30.21\|30.69\|29.15\|129248;2026-05-18\|30.44\|1.57\|30.00\|30.80\|29.52\|99348;2026-05-19\|30.67\|0.76\|30.22\|31.00\|29.96\|120373;2026-05-20\|30.36\|-1.01\|30.68\|30.74\|30.06\|88519;2026-05-21\|28.93\|-4.71\|30.60\|30.99\|28.63\|158809;2026-05-22\|29.64\|2.45\|29.50\|29.99\|28.83\|116757;2026-05-25\|30.60\|3.24\|29.88\|31.03\|29.31\|124058;2026-05-26\|32.82\|7.25\|30.57\|33.66\|30.47\|282826;2026-05-27\|30.38\|-7.43\|32.28\|32.61\|29.90\|235787;2026-05-28\|30.45\|0.23\|30.03\|31.00\|29.92\|122948;2026-05-29\|29.35\|-3.61\|30.46\|30.91\|29.11\|127062;2026-06-01\|28.26\|-3.71\|29.94\|30.18\|28.09\|136646;2026-06-02\|27.78\|-1.70\|28.00\|28.46\|26.85\|118258;2026-06-03\|27.30\|-1.73\|27.58\|28.19\|26.90\|85224;2026-06-04\|26.70\|-2.20\|26.88\|27.35\|26.09\|110451;2026-06-05\|26.56\|-0.52\|26.51\|29.37\|25.36\|224483;2026-06-08\|25.99\|-2.15\|25.50\|27.32\|25.09\|157208;2026-06-09\|28.59\|10.00\|26.51\|28.59\|25.75\|286160;2026-06-10\|28.16\|-1.50\|28.14\|28.70\|27.70\|240497;2026-06-11\|28.43\|0.96\|28.14\|29.30\|27.35\|170488;2026-06-12\|27.95\|-1.69\|28.84\|28.98\|27.80\|180381;2026-06-15\|29.15\|4.29\|28.11\|29.50\|28.11\|151328;2026-06-16\|28.98\|-0.58\|29.00\|29.58\|28.49\|109475;2026-06-17\|29.78\|2.76\|28.58\|30.33\|28.51\|165206;2026-06-18\|30.32\|1.81\|29.50\|30.83\|29.10\|182879;2026-06-22\|28.90\|-4.68\|30.32\|30.62\|27.35\|213037;2026-06-23\|28.48\|-1.45\|28.60\|29.39\|27.85\|114635;2026-06-24\|28.27\|-0.74\|28.20\|29.19\|27.70\|93228;2026-06-25\|29.58\|4.63\|28.49\|30.80\|28.35\|204896;2026-06-26\|29.06\|-1.76\|29.00\|30.98\|28.02\|175627;2026-06-29\|28.40\|-2.27\|28.97\|30.45\|27.21\|166131;2026-06-30\|30.42\|7.11\|28.39\|31.24\|28.10\|249505;2026-07-01\|29.84\|-1.91\|30.40\|31.08\|29.57\|173120;2026-07-02\|29.89\|0.17\|29.20\|30.45\|28.35\|164665;2026-07-03\|29.12\|-2.58\|29.89\|30.63\|28.85\|171259;2026-07-06\|28.51\|-2.09\|29.64\|29.86\|27.52\|140568;2026-07-07\|29.22\|2.49\|28.10\|29.80\|28.04\|162437;2026-07-08\|27.61\|-5.51\|29.12\|29.28\|27.59\|139347;2026-07-09\|28.18\|2.06\|28.70\|28.86\|27.00\|177748;2026-07-10\|27.25\|-3.30\|28.26\|29.19\|27.21\|169512;2026-07-13\|25.84\|-5.17\|26.79\|27.88\|25.68\|130555;2026-07-14\|25.94\|0.39\|26.14\|26.54\|25.04\|131003;2026-07-15\|24.59\|-5.20\|26.11\|26.34\|24.33\|103779;2026-07-16\|24.05\|-2.20\|24.35\|25.21\|23.83\|102503;2026-07-17\|22.28\|-7.36\|23.80\|23.98\|21.96\|125197;2026-07-20\|20.05\|-10.01\|22.67\|22.80\|20.05\|167428;2026-07-21\|20.37\|1.60\|20.19\|20.63\|18.05\|174375
90404	行业龙头业绩大增	AI PCB+汽车PCB+800G光模块行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据公司2025年年报，公司积极布局AI算力基础设施领域，目前，公司已实现应用于AI基础设施及其他应用的多种高端PCB大规模量产，包括40层以上HLC、6阶22层HDI、采用mSAP工艺的14层HDI以及多层PTFE FPC等。高速网络通信领域，公司已为多家光模块头部客户稳定批量供货800G光模块产品，同时积极推动1.6T光模块量产出货。 2、据2026年4月10日投资者关系活动记录表，公司将持续强化全球第一大汽车 PCB 供应商的领先优势，加速打造 AI 数据基础设施业务增长新动能，关注 AI 端侧应用落地带来的新兴业务机会。 3、据2026年4月10日投资者关系活动记录表，珠海金湾基地部分升级产线在 2025 年已投产见效，新建高阶 HDI 工厂计划于 2026 年中试产，泰国生产基地预计于 2026年内投产。公司近年的投资扩产重点围绕面向 AI 算力数据中心的高阶 HDI、超高多层、SLP 等产品开展，并保持一定规模的其他品类产品扩产	国内少数产品类型覆盖RPCB、FPC和MPCB的厂商	2026-03-12\|63.66\|1.94\|62.90\|65.84\|62.55\|366881;2026-03-13\|62.14\|-2.39\|62.89\|63.88\|61.42\|268062;2026-03-16\|63.45\|2.11\|61.90\|63.68\|60.00\|231553;2026-03-17\|61.06\|-3.77\|65.36\|66.28\|61.00\|290433;2026-03-18\|62.07\|1.65\|61.46\|62.68\|60.50\|196719;2026-03-19\|59.69\|-3.83\|60.50\|61.02\|59.25\|220961;2026-03-20\|57.95\|-2.92\|60.00\|60.78\|57.90\|217654;2026-03-23\|55.99\|-3.38\|56.37\|59.35\|55.77\|213941;2026-03-24\|56.54\|0.98\|57.20\|57.38\|55.15\|171039;2026-03-25\|58.35\|3.20\|57.00\|59.80\|56.75\|224601;2026-03-26\|57.38\|-1.66\|57.77\|58.56\|57.11\|133238;2026-03-27\|56.59\|-1.38\|55.95\|57.55\|55.30\|165045;2026-03-30\|55.20\|-2.46\|54.56\|55.69\|54.05\|175366;2026-03-31\|56.38\|2.14\|56.43\|58.60\|54.85\|272713;2026-04-01\|56.73\|0.62\|58.30\|58.35\|56.14\|193317;2026-04-02\|54.17\|-4.51\|55.88\|56.57\|53.90\|185565;2026-04-03\|53.89\|-0.52\|54.68\|54.98\|53.68\|135073;2026-04-07\|54.59\|1.30\|54.25\|55.42\|53.99\|146324;2026-04-08\|58.86\|7.82\|56.00\|58.90\|55.98\|313941;2026-04-09\|59.08\|0.37\|57.90\|59.69\|57.50\|222068;2026-04-10\|59.43\|0.59\|59.80\|60.45\|58.59\|223509;2026-04-13\|60.88\|2.44\|58.50\|61.47\|58.40\|258542;2026-04-14\|62.60\|2.83\|61.58\|63.80\|60.60\|369998;2026-04-15\|60.41\|-3.50\|62.95\|62.98\|60.15\|288715;2026-04-16\|63.35\|4.87\|60.50\|63.99\|60.15\|369331;2026-04-17\|66.20\|4.50\|63.16\|67.50\|62.98\|507564;2026-04-20\|64.72\|-2.24\|65.40\|66.52\|64.50\|404913;2026-04-21\|65.17\|0.70\|64.06\|65.38\|63.60\|267552;2026-04-22\|68.95\|5.80\|64.78\|69.28\|64.40\|564689;2026-04-23\|70.00\|1.52\|67.90\|71.43\|66.93\|816714;2026-04-24\|68.50\|-2.14\|71.12\|72.87\|68.44\|633324;2026-04-27\|75.35\|10.00\|71.37\|75.35\|70.90\|434254;2026-04-28\|73.32\|-2.69\|75.34\|75.99\|71.99\|537366;2026-04-29\|72.85\|-0.64\|72.58\|74.35\|70.61\|387275;2026-04-30\|70.17\|-3.68\|73.54\|73.78\|69.75\|352674;2026-05-06\|70.17\|0.00\|71.50\|72.17\|69.70\|439171;2026-05-07\|74.23\|5.79\|70.90\|76.33\|69.50\|547102;2026-05-08\|74.50\|0.36\|73.00\|77.36\|72.60\|391678;2026-05-11\|75.85\|1.81\|74.40\|76.45\|72.80\|470756;2026-05-12\|76.17\|0.42\|76.20\|77.48\|73.88\|433237;2026-05-13\|78.12\|2.56\|74.93\|80.50\|74.90\|554925;2026-05-14\|74.00\|-5.27\|78.12\|78.44\|74.00\|400707;2026-05-15\|71.43\|-3.47\|74.01\|75.35\|70.85\|311821;2026-05-18\|73.54\|3.75\|70.13\|74.00\|69.46\|293391;2026-05-19\|71.28\|-3.07\|72.93\|72.93\|68.06\|324124;2026-05-20\|76.26\|6.99\|71.58\|77.77\|71.50\|520628;2026-05-21\|75.00\|-1.65\|77.48\|81.00\|74.91\|571667;2026-05-22\|82.50\|10.00\|78.40\|82.50\|78.40\|446157;2026-05-25\|86.92\|5.36\|87.99\|89.70\|84.61\|713205;2026-05-26\|87.50\|0.67\|85.00\|89.90\|84.48\|567528;2026-05-27\|82.45\|-5.77\|86.93\|87.00\|81.75\|504206;2026-05-28\|81.22\|-1.49\|81.60\|82.63\|78.68\|385421;2026-05-29\|79.18\|-2.51\|81.74\|84.24\|77.50\|394039;2026-06-01\|72.00\|-9.07\|78.71\|81.50\|71.91\|467796;2026-06-02\|75.58\|4.97\|72.63\|76.45\|69.20\|432526;2026-06-03\|74.28\|-1.72\|75.09\|77.30\|72.94\|415160;2026-06-04\|75.30\|1.37\|73.08\|76.35\|72.50\|339605;2026-06-05\|71.33\|-5.27\|73.00\|74.76\|70.91\|336382;2026-06-08\|68.96\|-3.32\|67.04\|72.80\|67.04\|311557;2026-06-09\|72.21\|4.71\|70.20\|73.40\|69.30\|350753;2026-06-10\|75.34\|4.33\|75.00\|78.88\|74.50\|558671;2026-06-11\|75.80\|0.61\|75.25\|78.50\|73.56\|417414;2026-06-12\|73.10\|-3.56\|78.00\|78.00\|73.10\|394069;2026-06-15\|79.48\|8.73\|75.15\|79.70\|74.11\|407764;2026-06-16\|78.15\|-1.67\|79.94\|79.94\|77.11\|463086;2026-06-17\|80.76\|3.34\|77.00\|82.77\|76.76\|515303;2026-06-18\|81.06\|0.37\|79.23\|82.44\|78.31\|519518;2026-06-22\|76.59\|-5.51\|81.22\|82.00\|75.62\|595216;2026-06-23\|72.96\|-4.74\|75.51\|75.85\|71.60\|372238;2026-06-24\|72.90\|-0.08\|72.82\|74.07\|71.30\|300294;2026-06-25\|77.63\|6.49\|73.31\|79.54\|71.52\|526432;2026-06-26\|72.63\|-6.44\|76.08\|76.48\|71.82\|361679;2026-06-29\|68.59\|-5.56\|72.17\|73.88\|67.00\|352685;2026-06-30\|72.41\|5.57\|68.59\|73.00\|68.10\|281286;2026-07-01\|68.21\|-5.80\|72.42\|73.35\|68.00\|318194;2026-07-02\|66.17\|-2.99\|66.16\|70.16\|64.00\|251926;2026-07-03\|71.97\|8.77\|66.05\|72.79\|65.00\|557886;2026-07-06\|67.78\|-5.82\|71.78\|71.78\|65.81\|403006;2026-07-07\|64.34\|-5.08\|66.80\|69.25\|63.60\|258396;2026-07-08\|62.50\|-2.86\|65.00\|65.50\|61.54\|195060;2026-07-09\|68.25\|9.20\|63.88\|68.68\|63.60\|393196;2026-07-10\|70.05\|2.64\|68.73\|73.69\|68.26\|440017;2026-07-13\|65.63\|-6.31\|68.88\|70.93\|65.02\|256201;2026-07-14\|69.12\|5.32\|66.70\|70.06\|63.98\|335874;2026-07-15\|65.58\|-5.12\|69.69\|70.60\|65.52\|242571;2026-07-16\|70.79\|7.94\|64.01\|72.14\|63.01\|641647;2026-07-17\|71.70\|1.29\|67.96\|75.30\|66.80\|840900;2026-07-20\|71.80\|0.14\|75.11\|76.15\|69.00\|627629;2026-07-21\|73.86\|2.87\|71.21\|75.00\|64.62\|676936
90403	年报及一季报密集披露	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218
90402	年报及一季报密集披露	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司为光纤光缆行业龙头，正在跟进CPO共封装光学技术，着力推动光通信模块产品的升级和整体研发水平，并已成功掌握 COB 高速光模块的封装能力；一季度净利润同比增长46.42%	2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421
90401	年报及一季报密集披露	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。	国内铜基金属粉体材料龙头，一季度净利润约3029万，同比增长193.05%	2026-03-12\|60.20\|-1.23\|60.50\|61.50\|59.50\|20568;2026-03-13\|58.88\|-2.19\|59.75\|60.30\|58.76\|15322;2026-03-16\|59.06\|0.31\|58.50\|59.38\|57.22\|19312;2026-03-17\|57.38\|-2.84\|59.05\|59.85\|57.33\|15289;2026-03-18\|58.18\|1.39\|57.38\|58.35\|57.00\|14853;2026-03-19\|56.10\|-3.58\|57.31\|57.47\|55.89\|18749;2026-03-20\|55.11\|-1.76\|56.62\|57.41\|55.11\|17959;2026-03-23\|51.40\|-6.73\|53.66\|54.69\|51.00\|33062;2026-03-24\|52.80\|2.72\|52.29\|52.97\|51.39\|18013;2026-03-25\|53.60\|1.52\|53.50\|54.98\|53.50\|15748;2026-03-26\|51.97\|-3.04\|53.61\|53.93\|51.80\|18336;2026-03-27\|52.36\|0.75\|50.85\|53.37\|50.51\|27033;2026-03-30\|52.77\|0.78\|51.75\|53.49\|51.75\|26222;2026-03-31\|51.57\|-2.27\|52.50\|53.98\|51.57\|21847;2026-04-01\|52.93\|2.64\|52.90\|53.35\|52.21\|17591;2026-04-02\|51.29\|-3.10\|52.50\|52.98\|51.12\|15508;2026-04-03\|49.74\|-3.02\|51.55\|51.75\|49.74\|19690;2026-04-07\|50.50\|1.53\|50.19\|50.61\|49.45\|24868;2026-04-08\|56.05\|10.99\|52.25\|56.30\|52.25\|44129;2026-04-09\|56.06\|0.02\|55.40\|56.76\|54.75\|28053;2026-04-10\|55.72\|-0.61\|56.88\|57.50\|55.60\|21818;2026-04-13\|55.25\|-0.84\|55.38\|56.23\|54.34\|21395;2026-04-14\|56.40\|2.08\|55.75\|56.68\|55.51\|18293;2026-04-15\|56.51\|0.20\|57.85\|59.07\|56.32\|32987;2026-04-16\|56.91\|0.71\|56.51\|57.37\|56.33\|21048;2026-04-17\|58.03\|1.97\|56.72\|58.88\|56.69\|28771;2026-04-20\|59.58\|2.67\|58.00\|59.58\|57.30\|29538;2026-04-21\|58.45\|-1.90\|60.00\|60.25\|58.02\|33025;2026-04-22\|58.23\|-0.38\|57.75\|58.82\|57.50\|25580;2026-04-23\|56.87\|-2.34\|58.23\|58.78\|56.34\|25363;2026-04-24\|58.58\|3.01\|56.87\|60.18\|56.00\|39771;2026-04-27\|64.42\|9.97\|64.20\|68.29\|63.79\|96320;2026-04-28\|62.12\|-3.57\|63.61\|65.45\|61.77\|50278;2026-04-29\|64.00\|3.03\|61.95\|64.88\|61.75\|52938;2026-04-30\|66.06\|3.22\|63.49\|66.90\|62.79\|55449;2026-05-06\|69.54\|5.27\|66.99\|71.63\|66.36\|64317;2026-05-07\|72.06\|3.62\|70.00\|73.55\|67.99\|57125;2026-05-08\|77.95\|8.17\|71.31\|79.00\|70.99\|77731;2026-05-11\|81.50\|4.55\|80.75\|87.73\|80.20\|121372;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\|10486607
90400	年报及一季报密集披露	涨停揭秘：国内汽车涂料龙头东来技术涨停，受益于年报季业绩稳健增长及新能源车渗透率持续提升带来的涂料增量需求；涨停缘由：2025年净利润同比增长18.69%，客户覆盖比亚迪、吉利、蔚来等主流新能源车企；汽车轻量化与智能座舱升级拉动水性涂料、UV固化涂料等高端产品放量；资金逻辑：年报季资金偏好低估值、高分红、强现金流的细分龙头，公司经营性现金流持续为正，机构持仓稳定性增强，叠加汽车后市场修复预期升温；风险提示：汽车行业价格战加剧或压制主机厂采购预算，涂料单价存在下行压力，海外拓展进度不及预期	国内领先的汽车涂料公司，25年净利润同比增长18.69%	2026-03-12\|25.28\|2.10\|24.59\|25.91\|24.23\|31076;2026-03-13\|24.77\|-2.02\|25.08\|25.43\|24.57\|16349;2026-03-16\|24.88\|0.44\|25.09\|25.09\|24.26\|15362;2026-03-17\|24.26\|-2.49\|24.87\|24.87\|24.11\|16431;2026-03-18\|24.52\|1.07\|24.26\|24.85\|24.22\|8646;2026-03-19\|23.40\|-4.57\|24.64\|24.64\|23.21\|9599;2026-03-20\|22.93\|-2.01\|23.51\|23.82\|22.82\|11133;2026-03-23\|22.00\|-4.06\|22.41\|23.15\|21.76\|20712;2026-03-24\|22.85\|3.86\|22.14\|22.92\|21.97\|10238;2026-03-25\|23.60\|3.28\|22.84\|24.28\|22.79\|15760;2026-03-26\|23.05\|-2.33\|24.04\|24.04\|22.84\|6195;2026-03-27\|23.34\|1.26\|22.80\|23.68\|22.80\|6329;2026-03-30\|23.26\|-0.34\|23.10\|23.64\|22.77\|8100;2026-03-31\|22.78\|-2.06\|23.40\|23.76\|22.70\|6754;2026-04-01\|23.30\|2.28\|23.15\|23.60\|23.05\|7016;2026-04-02\|22.84\|-1.97\|23.30\|23.70\|22.61\|10306;2026-04-03\|22.56\|-1.23\|22.78\|22.92\|22.30\|7388;2026-04-07\|22.70\|0.62\|23.06\|23.06\|22.27\|7999;2026-04-08\|23.56\|3.79\|23.01\|23.78\|23.01\|11842;2026-04-09\|23.21\|-1.49\|23.44\|23.70\|23.02\|5787;2026-04-10\|23.70\|2.11\|23.32\|23.90\|23.22\|9168;2026-04-13\|23.39\|-1.31\|23.70\|23.86\|23.00\|9374;2026-04-14\|22.95\|-1.88\|23.69\|23.78\|22.81\|11341;2026-04-15\|23.20\|1.09\|23.06\|23.50\|22.91\|10732;2026-04-16\|23.89\|2.97\|23.06\|23.96\|23.06\|9159;2026-04-17\|24.30\|1.72\|23.70\|25.10\|23.27\|20572;2026-04-20\|26.09\|7.37\|24.30\|26.99\|23.79\|34748;2026-04-21\|27.09\|3.83\|25.90\|28.10\|25.58\|38983;2026-04-22\|26.24\|-3.14\|26.82\|27.57\|26.14\|21526;2026-04-23\|26.39\|0.57\|26.26\|26.48\|25.62\|15703;2026-04-24\|26.74\|1.33\|26.10\|27.08\|25.78\|16709;2026-04-27\|29.46\|10.17\|26.74\|29.88\|26.74\|42228;2026-04-28\|28.98\|-1.63\|29.71\|29.97\|28.46\|18872;2026-04-29\|30.42\|4.97\|29.11\|31.36\|29.11\|30005;2026-04-30\|29.44\|-3.22\|30.12\|30.65\|29.30\|20968;2026-05-06\|29.15\|-0.99\|29.53\|29.88\|28.80\|18788;2026-05-07\|29.50\|1.20\|29.15\|31.24\|29.10\|14700;2026-05-08\|29.56\|0.20\|29.64\|30.59\|29.13\|13054;2026-05-11\|29.78\|0.74\|29.65\|30.20\|29.32\|14295;2026-05-12\|29.10\|-2.28\|30.07\|30.28\|28.29\|12110;2026-05-13\|29.09\|-0.03\|29.58\|29.58\|28.52\|10655;2026-05-14\|28.96\|-0.45\|29.66\|29.68\|28.62\|9850;2026-05-15\|30.86\|6.56\|29.28\|31.00\|28.89\|27568;2026-05-18\|29.78\|-3.50\|30.88\|33.88\|29.00\|28947;2026-05-19\|28.98\|-2.69\|29.76\|30.20\|28.51\|20248;2026-05-20\|29.84\|2.97\|28.98\|30.12\|28.50\|17750;2026-05-21\|30.50\|2.21\|29.84\|32.67\|29.84\|24210;2026-05-22\|32.00\|4.92\|30.51\|32.88\|30.51\|31267;2026-05-25\|30.57\|-4.47\|32.47\|32.64\|25.69\|30661;2026-05-26\|32.55\|6.48\|30.86\|32.67\|29.92\|27676;2026-05-27\|31.13\|-4.36\|32.50\|33.00\|30.88\|18239;2026-05-28\|30.03\|-3.53\|30.89\|30.89\|29.22\|18009;2026-05-29\|28.69\|-4.46\|30.25\|30.25\|28.00\|16157;2026-06-01\|28.85\|0.56\|28.62\|29.96\|28.18\|8804;2026-06-02\|27.16\|-5.86\|29.19\|29.19\|26.70\|17434;2026-06-03\|26.23\|-3.42\|27.18\|27.18\|25.93\|17038;2026-06-04\|26.11\|-0.46\|26.18\|26.68\|25.71\|13453;2026-06-05\|25.53\|-2.22\|25.84\|26.15\|24.88\|12341;2026-06-08\|24.75\|-3.06\|25.27\|25.70\|24.30\|10756;2026-06-09\|25.19\|1.78\|24.97\|25.60\|24.53\|11003;2026-06-10\|25.01\|-0.71\|24.99\|25.30\|24.49\|6802;2026-06-11\|24.83\|-0.72\|25.48\|25.48\|24.38\|6647;2026-06-12\|25.11\|1.13\|24.74\|25.83\|24.74\|9551;2026-06-15\|25.21\|0.40\|25.38\|25.56\|24.40\|11822;2026-06-16\|25.95\|2.94\|25.34\|26.71\|24.52\|13673;2026-06-17\|25.54\|-1.58\|26.79\|27.13\|25.32\|14813;2026-06-18\|25.88\|1.33\|25.56\|26.63\|25.32\|15270;2026-06-22\|27.75\|7.23\|25.28\|27.99\|25.28\|23544;2026-06-23\|26.78\|-3.50\|27.48\|27.76\|26.38\|14298;2026-06-24\|28.30\|5.68\|26.99\|29.46\|26.82\|24201;2026-06-25\|26.50\|-6.36\|27.99\|28.29\|26.03\|19099;2026-06-26\|25.98\|-1.96\|26.55\|26.82\|25.50\|12199;2026-06-29\|26.02\|0.15\|25.76\|26.34\|25.22\|9521;2026-06-30\|26.19\|0.65\|25.65\|26.76\|25.30\|13619;2026-07-01\|26.94\|2.86\|26.19\|27.77\|25.70\|16037;2026-07-02\|27.46\|1.93\|26.31\|27.70\|26.19\|15007;2026-07-03\|27.06\|-1.46\|26.90\|27.70\|26.75\|14405;2026-07-06\|25.64\|-5.25\|26.86\|27.30\|25.50\|12178;2026-07-07\|24.12\|-5.93\|25.72\|25.75\|23.80\|12901;2026-07-08\|23.46\|-2.74\|24.33\|24.33\|23.42\|7395;2026-07-09\|22.73\|-3.11\|24.30\|24.30\|21.62\|16487;2026-07-10\|22.49\|-1.06\|22.64\|23.30\|22.44\|17704;2026-07-13\|21.00\|-6.63\|22.42\|22.49\|20.81\|22885;2026-07-14\|20.95\|1.01\|21.24\|21.45\|20.45\|14368;2026-07-15\|21.85\|4.30\|20.87\|22.10\|20.64\|15507;2026-07-16\|21.42\|-1.97\|21.85\|21.99\|21.04\|14407;2026-07-17\|19.99\|-6.68\|21.74\|21.74\|19.85\|11558;2026-07-20\|19.15\|-4.20\|20.00\|20.50\|18.85\|15823;2026-07-21\|19.41\|1.36\|18.83\|19.66\|17.85\|1436129
90399	年报及一季报密集披露	涨停揭秘：贝泰妮2026年一季报净利润同比大增132.76%，扣非净利增94.81%，主品牌薇诺娜持续领跑敏感肌赛道，多品牌矩阵齐进亿元俱乐部；涨停缘由：一季报业绩超预期；国家药监局启动27项化妆品标准制修订；美容护理概念盘初活跃；多品牌战略成效显现，瑷科缦等新锐品牌放量；资金逻辑：主力资金早盘快速抢筹，开盘涨幅达5%，盘中一度涨超10%，量价配合良好，机构普遍给予买入/增持评级，目标均价50.55元；风险提示：短期股价已反映部分业绩预期，且存在化妆品行业竞争加剧、线上流量成本上升等系统性风险	公司主攻敏感肌护理，旗下品牌“薇诺娜”在国内皮肤学级护肤品市场份额排名第一；一季报净利润同比上涨132.76%	2026-03-12\|42.41\|-1.85\|43.16\|43.44\|42.40\|41252;2026-03-13\|43.10\|1.63\|42.35\|43.63\|42.15\|52206;2026-03-16\|43.29\|0.44\|43.10\|43.53\|42.64\|44760;2026-03-17\|42.56\|-1.69\|43.29\|43.79\|42.45\|41477;2026-03-18\|41.93\|-1.48\|42.58\|42.68\|41.39\|60995;2026-03-19\|40.86\|-2.55\|41.58\|41.85\|40.70\|47569;2026-03-20\|40.02\|-2.06\|41.07\|41.23\|40.01\|44060;2026-03-23\|37.33\|-6.72\|39.80\|39.83\|36.89\|99337;2026-03-24\|37.72\|1.04\|37.99\|38.05\|36.95\|62718;2026-03-25\|37.75\|0.08\|37.79\|38.27\|37.34\|68536;2026-03-26\|37.07\|-1.80\|37.78\|38.01\|36.70\|69066;2026-03-27\|38.44\|3.70\|36.64\|39.00\|36.60\|81975;2026-03-30\|38.31\|-0.34\|37.99\|38.60\|37.84\|37057;2026-03-31\|37.95\|-0.94\|38.33\|38.80\|37.83\|31678;2026-04-01\|39.04\|2.87\|38.50\|39.17\|38.10\|47754;2026-04-02\|38.20\|-2.15\|38.85\|39.00\|38.01\|34101;2026-04-03\|37.25\|-2.49\|38.32\|38.38\|37.15\|28320;2026-04-07\|37.47\|0.59\|37.35\|37.72\|37.25\|25858;2026-04-08\|38.68\|3.23\|38.05\|38.70\|38.05\|46059;2026-04-09\|37.55\|-2.92\|38.35\|38.44\|37.47\|40274;2026-04-10\|37.56\|0.03\|37.70\|38.16\|37.50\|40726;2026-04-13\|37.15\|-1.09\|37.29\|37.40\|36.89\|39622;2026-04-14\|37.37\|0.59\|37.35\|37.59\|36.99\|47524;2026-04-15\|36.79\|-1.55\|37.58\|37.75\|36.63\|74656;2026-04-16\|36.92\|0.35\|36.80\|37.03\|36.47\|44063;2026-04-17\|36.78\|-0.38\|36.89\|36.96\|36.06\|65775;2026-04-20\|36.87\|0.24\|36.66\|37.07\|36.51\|48675;2026-04-21\|37.01\|0.38\|36.87\|37.40\|36.80\|44835;2026-04-22\|36.21\|-2.16\|36.80\|36.94\|35.80\|86016;2026-04-23\|36.88\|1.85\|36.19\|36.94\|36.07\|71714;2026-04-24\|38.38\|4.07\|36.70\|38.78\|36.60\|128144;2026-04-27\|42.50\|10.73\|41.70\|43.74\|41.23\|254100;2026-04-28\|41.47\|-2.42\|43.35\|43.35\|41.32\|113794;2026-04-29\|41.31\|-0.39\|41.50\|42.80\|41.25\|93298;2026-04-30\|40.88\|-1.04\|41.24\|41.69\|40.40\|76585;2026-05-06\|41.92\|2.54\|40.60\|42.40\|40.57\|96802;2026-05-07\|41.83\|-0.21\|41.85\|42.45\|41.71\|56502;2026-05-08\|42.07\|0.57\|41.83\|42.77\|41.65\|60270;2026-05-11\|41.40\|-1.59\|41.81\|41.91\|40.68\|82371;2026-05-12\|40.89\|-1.23\|41.29\|41.60\|40.86\|60257;2026-05-13\|41.59\|1.71\|41.00\|42.12\|41.00\|72688;2026-05-14\|39.85\|-4.18\|41.30\|41.50\|39.80\|65660;2026-05-15\|39.85\|0.00\|39.72\|40.75\|39.52\|61760;2026-05-18\|39.10\|-1.88\|39.77\|40.64\|38.79\|61086;2026-05-19\|39.11\|0.03\|39.03\|39.73\|38.80\|46841;2026-05-20\|39.00\|-0.28\|39.06\|39.40\|38.21\|47458;2026-05-21\|37.99\|-2.59\|39.01\|39.67\|37.91\|52682;2026-05-22\|37.97\|-0.05\|38.30\|38.74\|37.78\|48758;2026-05-25\|38.52\|1.45\|37.83\|38.94\|37.52\|58397;2026-05-26\|37.87\|-1.69\|38.50\|38.74\|37.28\|49037;2026-05-27\|37.54\|-0.87\|37.83\|38.32\|37.15\|51154;2026-05-28\|37.00\|-0.51\|37.27\|37.51\|36.51\|40845;2026-05-29\|37.75\|2.03\|36.72\|38.45\|36.71\|71024;2026-06-01\|38.14\|1.03\|37.65\|38.44\|37.27\|73232;2026-06-02\|36.90\|-3.25\|37.88\|38.10\|36.75\|58730;2026-06-03\|35.72\|-3.20\|36.87\|36.88\|35.47\|82187;2026-06-04\|34.19\|-4.28\|35.59\|35.89\|33.90\|94020;2026-06-05\|34.43\|0.70\|34.39\|35.37\|34.21\|60372;2026-06-08\|32.93\|-4.36\|34.00\|34.53\|32.72\|64901;2026-06-09\|32.58\|-1.06\|33.01\|33.25\|32.30\|49927;2026-06-10\|33.53\|2.92\|32.59\|33.71\|31.88\|77927;2026-06-11\|32.94\|-1.76\|33.01\|33.35\|32.42\|52579;2026-06-12\|34.05\|3.37\|32.90\|34.18\|32.60\|93280;2026-06-15\|34.01\|-0.12\|33.65\|34.13\|33.43\|73533;2026-06-16\|33.91\|-0.29\|33.91\|34.24\|33.05\|72039;2026-06-17\|33.58\|-0.97\|33.85\|33.85\|32.90\|57151;2026-06-18\|33.28\|-0.89\|33.38\|33.75\|32.96\|58283;2026-06-22\|32.88\|-1.20\|32.99\|32.99\|31.93\|65164;2026-06-23\|32.11\|-2.34\|32.58\|33.57\|32.00\|75590;2026-06-24\|31.01\|-3.43\|32.08\|32.35\|31.00\|81384;2026-06-25\|31.18\|0.55\|31.00\|31.47\|30.20\|73684;2026-06-26\|30.17\|-3.24\|30.88\|31.10\|30.17\|53054;2026-06-29\|31.61\|4.77\|29.95\|31.97\|29.48\|96997;2026-06-30\|31.51\|-0.32\|31.30\|31.68\|30.93\|47712;2026-07-01\|32.12\|1.94\|31.29\|32.48\|30.73\|81655;2026-07-02\|32.03\|-0.28\|31.73\|33.00\|31.73\|64950;2026-07-03\|32.22\|0.59\|32.03\|32.67\|31.81\|54924;2026-07-06\|31.95\|-0.84\|32.11\|32.54\|31.85\|61501;2026-07-07\|31.29\|-2.07\|31.85\|31.95\|31.09\|51325;2026-07-08\|31.40\|0.35\|31.39\|32.45\|30.90\|66250;2026-07-09\|30.95\|-1.43\|31.01\|31.57\|30.66\|51081;2026-07-10\|31.70\|2.42\|30.93\|32.34\|30.58\|73901;2026-07-13\|30.91\|-2.49\|31.41\|31.83\|30.83\|48305;2026-07-14\|31.00\|0.29\|30.89\|31.39\|30.66\|49904;2026-07-15\|32.47\|4.74\|30.67\|33.05\|30.66\|102557;2026-07-16\|33.05\|1.79\|32.16\|33.50\|32.10\|100730;2026-07-17\|31.57\|-4.48\|32.97\|33.49\|31.30\|102836;2026-07-20\|31.96\|1.24\|31.61\|32.08\|31.16\|89860;2026-07-21\|32.41\|1.41\|31.94\|33.04\|31.71\|122515
90398	年报及一季报密集披露	涨停揭秘：基因测序仪龙头华大智造涨停，受一季报同比减亏及生命科学高端设备国产替代政策加码催化；涨停缘由：公司为国产基因测序仪核心供应商，一季度净利润同比减亏，海外订单回暖叠加国内医院、疾控中心设备更新周期启动；‘十四五’生物经济规划明确支持高端生命科学仪器自主可控；资金逻辑：科创50指数单日涨超3%，资金回流硬科技主线，华大智造作为设备链核心标的获北向与科创主题基金增持，技术面MACD金叉强化做多信号；风险提示：海外市场政策不确定性仍存，部分国家对基因测序数据安全监管趋严，短期盈利修复可持续性待观察	公司为基因测序仪业务龙头，产品主要包括基因测序仪及配套设备、测序配套试剂、数据处理系统，适用于全基因组测序等；一季度净利润同比减亏	2026-03-12\|54.86\|-1.31\|55.60\|55.60\|54.57\|20574;2026-03-13\|53.79\|-1.95\|54.60\|54.86\|53.40\|26955;2026-03-16\|54.96\|2.18\|54.76\|55.58\|53.40\|30550;2026-03-17\|53.91\|-1.91\|55.30\|55.49\|53.90\|23607;2026-03-18\|53.50\|-0.76\|54.09\|54.50\|53.40\|24787;2026-03-19\|52.55\|-1.78\|53.20\|53.20\|52.24\|24710;2026-03-20\|51.57\|-1.86\|52.55\|53.54\|51.57\|23948;2026-03-23\|49.00\|-4.98\|51.00\|51.57\|48.99\|40009;2026-03-24\|50.61\|3.29\|49.04\|50.82\|49.04\|30557;2026-03-25\|50.24\|-0.73\|50.51\|51.38\|50.02\|23880;2026-03-26\|49.42\|-1.63\|50.16\|50.49\|49.02\|18490;2026-03-27\|50.08\|1.34\|49.05\|50.45\|48.50\|27021;2026-03-30\|49.65\|-0.86\|48.98\|50.50\|48.90\|26108;2026-03-31\|49.18\|-0.95\|49.29\|50.56\|49.18\|22901;2026-04-01\|50.51\|2.70\|50.11\|50.71\|49.13\|27330;2026-04-02\|49.90\|-1.21\|50.30\|50.64\|49.54\|27271;2026-04-03\|48.24\|-3.33\|49.71\|49.87\|48.20\|20830;2026-04-07\|47.85\|-0.81\|48.24\|48.77\|47.47\|19331;2026-04-08\|51.73\|8.11\|48.84\|51.74\|48.53\|41955;2026-04-09\|49.66\|-4.00\|51.38\|51.49\|49.65\|25914;2026-04-10\|51.05\|2.80\|49.82\|51.98\|49.82\|30550;2026-04-13\|50.48\|-1.12\|50.77\|51.02\|50.31\|20174;2026-04-14\|51.02\|1.07\|51.00\|51.47\|50.27\|21722;2026-04-15\|51.08\|0.12\|51.70\|52.68\|50.91\|27931;2026-04-16\|51.30\|0.43\|51.07\|51.50\|50.68\|19363;2026-04-17\|49.56\|-3.39\|50.90\|51.19\|49.56\|41891;2026-04-20\|48.56\|-2.02\|48.70\|49.68\|47.00\|53901;2026-04-21\|47.67\|-1.83\|48.60\|48.86\|47.23\|33763;2026-04-22\|48.41\|1.55\|47.67\|48.87\|47.36\|29901;2026-04-23\|48.60\|0.39\|48.06\|48.82\|47.18\|44265;2026-04-24\|48.30\|-0.62\|47.96\|48.71\|47.23\|46193;2026-04-27\|53.59\|10.95\|48.30\|54.46\|47.79\|95325;2026-04-28\|52.78\|-1.51\|52.75\|54.37\|52.65\|59825;2026-04-29\|52.45\|-0.63\|52.46\|53.73\|52.11\|34764;2026-04-30\|51.00\|-2.76\|52.46\|52.60\|50.66\|45293;2026-05-06\|51.05\|0.10\|51.20\|52.68\|50.93\|41699;2026-05-07\|52.66\|3.15\|51.06\|52.75\|51.06\|41029;2026-05-08\|52.70\|0.08\|52.50\|54.76\|52.09\|57846;2026-05-11\|53.73\|1.95\|52.70\|54.44\|51.59\|64292;2026-05-12\|51.79\|-3.61\|53.49\|53.49\|51.70\|43261;2026-05-13\|51.65\|-0.27\|51.40\|52.00\|51.06\|34735;2026-05-14\|50.58\|-2.07\|51.69\|52.50\|50.23\|47704;2026-05-15\|52.42\|3.64\|50.50\|53.88\|50.38\|69679;2026-05-18\|52.49\|0.13\|51.66\|53.28\|51.20\|41049;2026-05-19\|53.37\|1.68\|52.40\|54.27\|51.90\|41992;2026-05-20\|54.94\|2.94\|52.97\|55.52\|52.40\|55167;2026-05-21\|53.61\|-2.42\|54.67\|56.31\|53.40\|65415;2026-05-22\|53.13\|-0.90\|52.50\|53.51\|51.50\|52303;2026-05-25\|54.54\|2.65\|52.50\|55.93\|52.50\|51387;2026-05-26\|53.43\|-2.04\|53.99\|54.74\|52.48\|44405;2026-05-27\|52.49\|-1.76\|53.46\|54.31\|51.71\|43170;2026-05-28\|52.01\|-0.91\|51.95\|52.70\|50.10\|42673;2026-05-29\|50.50\|-2.90\|52.00\|53.46\|50.18\|47737;2026-06-01\|48.83\|-3.31\|49.13\|49.76\|47.00\|64386;2026-06-02\|49.00\|0.35\|48.54\|50.17\|46.70\|50667;2026-06-03\|48.17\|-1.69\|48.99\|49.39\|47.80\|38231;2026-06-04\|47.86\|-0.64\|47.79\|50.40\|47.59\|46945;2026-06-05\|49.60\|3.64\|49.70\|54.18\|49.40\|83688;2026-06-08\|47.19\|-4.86\|49.80\|51.49\|46.77\|68366;2026-06-09\|47.23\|0.08\|47.39\|47.73\|45.33\|49133;2026-06-10\|46.26\|-2.05\|46.10\|46.88\|44.88\|44119;2026-06-11\|45.89\|-0.80\|45.84\|47.33\|45.00\|49313;2026-06-12\|51.90\|13.10\|47.45\|52.44\|47.36\|132995;2026-06-15\|49.43\|-4.76\|50.66\|52.52\|49.22\|70106;2026-06-16\|48.96\|-0.95\|49.65\|49.65\|48.07\|48150;2026-06-17\|49.04\|0.16\|48.86\|49.84\|48.27\|41382;2026-06-18\|49.90\|1.75\|49.04\|50.70\|48.60\|50100;2026-06-22\|50.69\|1.58\|50.70\|50.77\|48.14\|50980;2026-06-23\|50.32\|-0.73\|50.70\|52.43\|50.23\|51018;2026-06-24\|49.56\|-1.51\|50.50\|51.20\|49.54\|41420;2026-06-25\|50.47\|1.84\|49.21\|51.15\|48.61\|46923;2026-06-26\|48.27\|-4.36\|50.50\|50.86\|48.01\|50705;2026-06-29\|50.93\|5.51\|47.55\|50.99\|47.00\|63444;2026-06-30\|51.08\|0.29\|50.80\|51.81\|50.18\|52672;2026-07-01\|52.17\|2.13\|50.52\|52.80\|49.57\|61694;2026-07-02\|51.91\|-0.50\|53.14\|56.86\|51.75\|80566;2026-07-03\|58.99\|13.64\|51.33\|61.39\|50.92\|151626;2026-07-06\|56.48\|-4.25\|57.79\|59.79\|55.84\|120905;2026-07-07\|54.09\|-4.23\|56.00\|56.77\|54.07\|71741;2026-07-08\|54.38\|0.54\|54.00\|54.76\|53.22\|53907;2026-07-09\|55.88\|2.76\|53.56\|56.38\|53.30\|61534;2026-07-10\|56.50\|1.11\|55.74\|58.88\|55.41\|82860;2026-07-13\|52.60\|-6.90\|55.78\|57.14\|52.45\|69166;2026-07-14\|52.04\|-1.06\|52.40\|53.38\|51.25\|54952;2026-07-15\|53.00\|1.84\|52.19\|53.93\|51.07\|71336;2026-07-16\|52.68\|-0.60\|52.01\|54.70\|51.60\|61857;2026-07-17\|48.07\|-8.75\|52.32\|52.68\|48.05\|69169;2026-07-20\|49.12\|2.18\|47.81\|49.44\|47.65\|49818;2026-07-21\|49.50\|0.77\|48.29\|49.78\|47.89\|4674819
90397	年报及一季报密集披露	涨停揭秘：新能源测试电源龙头爱科赛博涨停，受益于光伏储能装机高增及可控核聚变重点项目加速落地；涨停缘由：精密测试电源广泛应用于光伏逆变器、储能变流器产线检测；公司已对接BEST、环流三号等可控核聚变项目，四季度有望获取商业堆招标订单，核聚变电源技术壁垒极高；资金逻辑：新能源与核聚变概念共振，资金提前布局高弹性设备商，4月27日板块集体走强背景下获主力资金大幅净流入，机构调研频次显著提升；风险提示：可控核聚变项目尚处工程验证阶段，订单落地存在不确定性；光伏行业产能过剩或压制测试设备采购节奏	1、新能源相关领域头部企业的测试电源供应商；公司的精密测试电源广泛应用于光伏储能领域，一季度净利润同比减亏； 2、公司全力拓展可控核聚变业务，正积极对接BEST、环流三号等核心重点项目并同步推进商业堆多技术路线，预计四季度随项目进展及招标公示力争取得合作订单	2026-03-12\|40.38\|-2.93\|41.40\|41.40\|39.81\|18742;2026-03-13\|39.29\|-2.70\|40.43\|40.43\|39.23\|21770;2026-03-16\|39.21\|-0.20\|39.03\|39.27\|38.06\|16608;2026-03-17\|38.05\|-2.96\|39.22\|39.50\|37.84\|17901;2026-03-18\|37.74\|-0.81\|37.55\|38.22\|37.14\|21516;2026-03-19\|36.65\|-2.89\|37.02\|37.58\|36.50\|15285;2026-03-20\|38.37\|4.69\|36.91\|40.24\|36.18\|54885;2026-03-23\|37.96\|-1.07\|37.00\|40.23\|37.00\|53016;2026-03-24\|40.43\|6.51\|38.95\|40.78\|37.51\|42808;2026-03-25\|42.00\|3.88\|40.79\|42.44\|39.75\|41542;2026-03-26\|42.29\|0.69\|41.70\|42.80\|41.35\|33601;2026-03-27\|43.37\|2.55\|41.60\|44.39\|41.60\|36062;2026-03-30\|44.00\|1.45\|42.90\|44.45\|42.37\|27002;2026-03-31\|42.94\|-2.41\|43.66\|44.40\|42.68\|27097;2026-04-01\|43.08\|0.33\|43.82\|43.99\|42.45\|23763;2026-04-02\|42.42\|-1.53\|42.44\|43.69\|42.15\|20228;2026-04-03\|44.50\|4.90\|42.91\|45.39\|42.42\|43153;2026-04-07\|43.32\|-2.65\|44.22\|45.06\|43.01\|27215;2026-04-08\|44.86\|3.55\|43.91\|44.96\|43.69\|24511;2026-04-09\|46.09\|2.74\|44.22\|46.59\|44.22\|32815;2026-04-10\|47.45\|2.95\|46.48\|48.16\|45.90\|39776;2026-04-13\|48.40\|2.00\|46.10\|49.26\|45.30\|55025;2026-04-14\|50.51\|4.36\|47.70\|51.20\|47.70\|50890;2026-04-15\|50.00\|-1.01\|50.10\|50.84\|49.21\|33539;2026-04-16\|53.86\|7.72\|50.93\|54.00\|50.20\|62274;2026-04-17\|52.99\|-1.62\|53.58\|56.00\|52.75\|73556;2026-04-20\|54.48\|2.81\|53.55\|55.88\|53.05\|47781;2026-04-21\|54.03\|-0.83\|53.82\|54.77\|53.10\|33133;2026-04-22\|57.42\|6.27\|53.25\|58.00\|53.25\|67108;2026-04-23\|56.89\|-0.92\|56.08\|59.59\|55.42\|43325;2026-04-24\|55.15\|-3.06\|56.99\|56.99\|54.02\|35202;2026-04-27\|61.77\|12.00\|55.40\|62.68\|55.24\|63789;2026-04-28\|59.91\|-3.01\|61.10\|62.49\|59.00\|33984;2026-04-29\|59.31\|-1.00\|60.00\|60.68\|57.01\|27276;2026-04-30\|59.96\|1.10\|60.00\|61.20\|58.75\|27851;2026-05-06\|65.96\|10.01\|60.50\|68.00\|59.67\|56558;2026-05-07\|67.28\|2.00\|67.94\|67.94\|65.18\|31987;2026-05-08\|69.45\|3.23\|67.28\|69.50\|64.21\|43251;2026-05-11\|74.60\|7.42\|72.16\|75.40\|70.34\|51106;2026-05-12\|77.15\|3.42\|75.50\|78.88\|73.47\|50814;2026-05-13\|76.27\|-1.14\|76.80\|78.00\|75.00\|32534;2026-05-14\|76.60\|0.43\|75.88\|80.00\|75.88\|27974;2026-05-15\|72.98\|-4.73\|77.74\|77.74\|71.92\|66254;2026-05-18\|75.15\|2.97\|72.00\|76.90\|71.01\|42981;2026-05-19\|78.09\|3.91\|74.85\|78.96\|74.26\|29707;2026-05-20\|79.71\|2.07\|78.61\|79.85\|75.59\|39469;2026-05-21\|75.53\|-5.24\|80.00\|82.95\|75.00\|44760;2026-05-22\|79.59\|5.38\|76.11\|83.00\|75.45\|42145;2026-05-25\|81.00\|1.77\|80.37\|81.77\|78.59\|30811;2026-05-26\|74.25\|-8.33\|80.20\|82.99\|73.10\|55014;2026-05-27\|71.70\|-3.43\|75.72\|76.97\|70.21\|63130;2026-05-28\|75.10\|4.74\|71.54\|76.14\|68.83\|54639;2026-05-29\|76.12\|1.36\|76.72\|78.50\|73.30\|54011;2026-06-01\|71.36\|-6.25\|75.45\|76.11\|70.07\|30681;2026-06-02\|70.89\|-0.66\|71.36\|73.00\|68.55\|37228;2026-06-03\|79.09\|11.57\|71.00\|82.49\|69.50\|76318;2026-06-04\|81.70\|3.30\|79.53\|82.60\|77.01\|101910;2026-06-05\|78.78\|-3.57\|83.50\|87.83\|78.50\|66081;2026-06-08\|78.20\|-0.74\|69.59\|82.69\|69.59\|59947;2026-06-09\|93.20\|19.18\|80.00\|93.84\|78.80\|79846;2026-06-10\|85.97\|-7.76\|94.00\|94.00\|85.18\|52694;2026-06-11\|84.56\|-1.64\|85.75\|88.80\|81.77\|40263;2026-06-12\|79.79\|-5.64\|86.70\|91.34\|78.82\|72971;2026-06-15\|78.95\|-1.05\|79.77\|84.37\|77.27\|71483;2026-06-16\|89.16\|12.93\|78.90\|91.17\|77.64\|85909;2026-06-17\|92.16\|3.36\|89.37\|95.61\|86.66\|79587;2026-06-18\|87.00\|-5.60\|92.53\|94.07\|85.60\|70100;2026-06-22\|83.60\|-3.91\|88.10\|88.10\|81.49\|69233;2026-06-23\|82.12\|-1.77\|84.68\|85.00\|80.82\|38974;2026-06-24\|83.00\|1.07\|81.00\|84.54\|78.10\|47789;2026-06-25\|82.66\|-0.41\|83.53\|84.40\|78.00\|56189;2026-06-26\|78.00\|-5.64\|81.40\|83.54\|77.00\|43596;2026-06-29\|73.95\|-5.19\|77.00\|80.34\|70.00\|69378;2026-06-30\|77.00\|4.12\|74.67\|79.94\|73.47\|43910;2026-07-01\|79.06\|2.68\|77.04\|82.82\|76.00\|47874;2026-07-02\|74.22\|-6.12\|76.99\|81.00\|73.47\|44587;2026-07-03\|70.50\|-5.01\|73.00\|74.88\|69.88\|44373;2026-07-06\|73.91\|4.84\|71.96\|74.74\|68.00\|66884;2026-07-07\|69.95\|-5.36\|75.88\|76.50\|68.61\|40404;2026-07-08\|66.97\|-4.26\|70.11\|71.83\|65.43\|53152;2026-07-09\|68.00\|1.54\|66.71\|70.23\|65.00\|59373;2026-07-10\|65.53\|-3.63\|66.71\|70.50\|65.52\|42197;2026-07-13\|58.71\|-10.41\|64.26\|66.98\|58.20\|60444;2026-07-14\|59.97\|2.15\|59.45\|60.86\|57.06\|39781;2026-07-15\|58.35\|-2.70\|60.23\|66.02\|58.00\|53238;2026-07-16\|55.20\|-5.40\|59.13\|59.13\|54.76\|44519;2026-07-17\|48.54\|-12.07\|55.20\|55.38\|48.20\|69703;2026-07-20\|44.53\|-8.26\|49.50\|50.53\|43.32\|67012;2026-07-21\|47.88\|7.52\|45.13\|48.16\|40.00\|6155854
90396	年报及一季报密集披露	盐湖提锂+氢能源+一季报大增 1、据2026年4月27日公告，公司一季度营收3.48亿元、同比增长7.83%，归母净利润1907万元、同比增长251.80%，实现扭亏为盈。 2、据2025年度报告，公司“高Li+/Mg2+比选择性纳滤膜材料及提锂专用膜元件开发”项目已完成，提锂专用纳滤膜处于中试阶段，Li+拦截率≤30%、Mg2+拦截率≥98%，专用于盐湖提锂。 3、据2025年度报告及互动易，公司建有年产3661万m³天然气制氢装置，氢气纯度高于燃料电池需求，已加入苏州氢能产业创新联盟，定位为氢能源汽车上游供应商。	公司建有年产能3661万立方米的天然气制氢装置，氢气纯度高于氢能源汽车所需的纯度，可用于氢能源汽车的燃料电池；一季度净利润同比增长251.80%	2026-03-12\|28.44\|-2.60\|29.00\|29.30\|28.01\|37187;2026-03-13\|28.57\|0.46\|28.44\|29.45\|28.03\|23911;2026-03-16\|28.52\|-0.17\|28.98\|28.98\|27.81\|24883;2026-03-17\|28.24\|-0.98\|28.65\|29.45\|28.22\|24867;2026-03-18\|28.66\|1.49\|28.24\|28.85\|28.02\|18953;2026-03-19\|27.40\|-4.40\|28.37\|28.65\|27.20\|23964;2026-03-20\|26.80\|-2.19\|27.67\|27.68\|26.76\|20460;2026-03-23\|25.12\|-6.27\|26.53\|26.53\|24.48\|32877;2026-03-24\|26.24\|4.46\|25.28\|26.33\|25.16\|28272;2026-03-25\|26.48\|0.91\|26.21\|27.10\|26.17\|18541;2026-03-26\|26.43\|-0.19\|26.53\|27.03\|26.19\|13552;2026-03-27\|28.18\|6.62\|26.48\|28.55\|26.10\|43601;2026-03-30\|28.78\|2.13\|27.32\|29.15\|27.32\|33933;2026-03-31\|28.71\|-0.24\|28.12\|29.57\|28.12\|26968;2026-04-01\|29.65\|3.27\|29.30\|30.19\|28.75\|30759;2026-04-02\|28.39\|-4.25\|30.00\|30.00\|28.08\|26309;2026-04-03\|27.91\|-1.69\|28.97\|29.28\|27.76\|17242;2026-04-07\|29.30\|4.98\|28.22\|29.53\|27.89\|44109;2026-04-08\|28.73\|-1.95\|29.97\|29.97\|28.63\|44039;2026-04-09\|27.96\|-2.68\|28.90\|29.48\|27.70\|49074;2026-04-10\|28.89\|3.33\|28.16\|28.98\|27.88\|34825;2026-04-13\|28.44\|-1.56\|29.00\|29.00\|27.92\|32660;2026-04-14\|28.46\|0.07\|28.78\|29.80\|28.26\|21849;2026-04-15\|28.04\|-1.48\|28.88\|29.10\|28.02\|23097;2026-04-16\|28.83\|2.82\|28.04\|29.16\|27.98\|28117;2026-04-17\|29.08\|0.87\|28.83\|29.11\|28.38\|22408;2026-04-20\|28.74\|-1.17\|29.08\|29.45\|28.57\|22741;2026-04-21\|28.26\|-1.67\|28.71\|28.77\|28.05\|18620;2026-04-22\|27.66\|-2.12\|28.41\|28.58\|27.33\|42548;2026-04-23\|27.49\|-0.61\|27.45\|28.28\|27.09\|27107;2026-04-24\|27.85\|1.31\|27.33\|28.85\|27.33\|29082;2026-04-27\|31.32\|12.46\|28.02\|32.51\|28.02\|95915;2026-04-28\|30.50\|-2.62\|31.13\|31.48\|30.06\|40112;2026-04-29\|29.88\|-2.03\|30.34\|30.49\|29.71\|33375;2026-04-30\|29.31\|-1.91\|29.91\|29.95\|29.15\|23777;2026-05-06\|29.82\|1.74\|29.50\|31.49\|29.31\|69006;2026-05-07\|30.29\|1.58\|29.96\|30.51\|29.52\|41161;2026-05-08\|32.57\|7.53\|30.30\|33.10\|30.00\|71693;2026-05-11\|39.08\|19.99\|36.68\|39.08\|34.88\|68190;2026-05-12\|34.50\|-11.72\|40.83\|40.83\|32.69\|212398;2026-05-13\|36.51\|5.83\|33.78\|37.46\|33.75\|138654;2026-05-14\|35.24\|-3.48\|36.38\|36.38\|34.50\|73765;2026-05-15\|34.50\|-2.10\|35.51\|36.20\|34.00\|46682;2026-05-18\|38.54\|11.71\|34.32\|39.60\|33.63\|91214;2026-05-19\|39.10\|1.45\|38.53\|39.67\|37.82\|63042;2026-05-20\|40.00\|2.30\|38.91\|40.30\|38.48\|52476;2026-05-21\|37.55\|-6.12\|40.80\|41.08\|37.40\|57934;2026-05-22\|38.55\|2.66\|39.15\|40.29\|38.01\|48045;2026-05-25\|38.93\|0.99\|38.61\|40.60\|38.23\|50023;2026-05-26\|38.04\|-2.29\|38.30\|39.31\|37.00\|47791;2026-05-27\|39.60\|4.10\|38.04\|40.15\|37.80\|53037;2026-05-28\|37.76\|-4.48\|39.96\|40.87\|37.19\|60733;2026-05-29\|36.04\|-4.56\|37.73\|37.73\|35.35\|50514;2026-06-01\|35.54\|-1.39\|35.04\|36.47\|34.61\|37698;2026-06-02\|35.30\|-0.68\|35.50\|36.00\|34.63\|21985;2026-06-03\|34.78\|-1.47\|35.31\|35.71\|34.30\|23083;2026-06-04\|33.67\|-3.19\|34.65\|34.77\|33.45\|29216;2026-06-05\|33.24\|-1.28\|34.24\|34.48\|32.63\|26614;2026-06-08\|31.43\|-5.45\|32.91\|33.49\|31.16\|38469;2026-06-09\|32.15\|2.29\|31.93\|32.33\|31.12\|27670;2026-06-10\|32.59\|1.37\|31.83\|33.47\|31.70\|33557;2026-06-11\|31.83\|-2.33\|32.90\|33.80\|31.51\|31614;2026-06-12\|31.97\|0.44\|32.21\|32.83\|31.64\|24134;2026-06-15\|34.50\|7.91\|34.21\|37.18\|33.60\|67065;2026-06-16\|35.09\|1.71\|34.01\|35.48\|33.55\|51082;2026-06-17\|34.59\|-1.42\|34.96\|35.47\|34.15\|33076;2026-06-18\|34.59\|0.00\|33.99\|35.50\|33.85\|32280;2026-06-22\|33.48\|-3.21\|34.59\|35.00\|32.05\|49707;2026-06-23\|35.93\|7.32\|33.48\|36.83\|33.03\|57308;2026-06-24\|36.56\|1.75\|34.85\|37.00\|33.63\|53860;2026-06-25\|34.92\|-4.49\|37.01\|37.05\|34.40\|45806;2026-06-26\|33.68\|-3.55\|34.35\|35.33\|32.94\|27502;2026-06-29\|32.89\|-2.35\|33.42\|33.95\|32.03\|27182;2026-06-30\|34.53\|4.99\|32.48\|34.58\|32.09\|26486;2026-07-01\|34.28\|-0.72\|34.51\|35.49\|33.80\|35720;2026-07-02\|32.88\|-4.08\|34.00\|35.90\|32.81\|42636;2026-07-03\|31.20\|-5.11\|32.88\|33.34\|30.87\|45784;2026-07-06\|30.33\|-2.79\|31.20\|32.07\|29.51\|30646;2026-07-07\|29.69\|-2.11\|30.21\|30.52\|29.28\|16398;2026-07-08\|28.70\|-3.33\|29.79\|29.85\|28.25\|16954;2026-07-09\|29.19\|1.71\|29.11\|29.45\|28.10\|19810;2026-07-10\|29.38\|0.65\|29.82\|30.41\|28.60\|25750;2026-07-13\|28.23\|-3.91\|29.17\|29.64\|28.01\|24022;2026-07-14\|29.00\|2.73\|28.74\|29.17\|27.73\|18930;2026-07-15\|28.90\|-0.34\|28.69\|29.50\|28.39\|14329;2026-07-16\|27.93\|-3.36\|28.20\|28.80\|27.79\|17273;2026-07-17\|25.60\|-8.34\|28.27\|28.27\|25.33\|29653;2026-07-20\|23.53\|-8.09\|25.68\|26.23\|23.06\|35194;2026-07-21\|23.96\|1.83\|23.98\|24.13\|21.34\|3600983
90395	年报及一季报密集披露	涨停揭秘：军品皮具龙头万里马涨停，受益于军需采购旺季启动及一季度净利润同比大增121.80%；涨停缘由：公司为解放军联勤保障部队、武警后勤部在库供应商，军改深化叠加装备现代化提速，单兵携行具、作战背心等订单饱满；一季度营收结构优化，高毛利军品占比提升；资金逻辑：国防军工板块4月整体走强，资金挖掘低估值、高确定性军需细分龙头，万里马市值小、弹性大，叠加年报分红预案预期强化博弈资金介入；风险提示：军品订单具有阶段性特征，下半年交付节奏或放缓；民用皮具业务复苏缓慢，拖累整体毛利率水平	公司是皮具行业领先的民族品牌之一，为解放军联勤保障部队供应局、武警后勤部物资采购站的在库供应商，一季度净利润同比增长121.80%	2026-03-12\|7.55\|-3.21\|7.79\|7.83\|7.55\|115329;2026-03-13\|7.51\|-0.53\|7.52\|7.68\|7.50\|93736;2026-03-16\|7.60\|1.20\|7.51\|7.61\|7.49\|84028;2026-03-17\|7.40\|-2.63\|7.62\|7.65\|7.40\|82891;2026-03-18\|7.49\|1.22\|7.41\|7.50\|7.37\|82756;2026-03-19\|7.28\|-2.80\|7.45\|7.47\|7.23\|109366;2026-03-20\|7.08\|-2.75\|7.27\|7.35\|7.08\|116770;2026-03-23\|6.79\|-4.10\|6.96\|7.09\|6.74\|170469;2026-03-24\|7.18\|5.74\|6.95\|7.18\|6.87\|201586;2026-03-25\|7.28\|1.39\|7.25\|7.28\|7.15\|105417;2026-03-26\|7.12\|-2.20\|7.25\|7.32\|7.08\|106944;2026-03-27\|7.17\|0.70\|7.04\|7.20\|7.02\|71238;2026-03-30\|7.20\|0.42\|7.10\|7.24\|7.06\|70127;2026-03-31\|7.07\|-1.81\|7.20\|7.28\|7.05\|103243;2026-04-01\|7.11\|0.57\|7.19\|7.22\|7.02\|113090;2026-04-02\|6.93\|-2.53\|7.15\|7.15\|6.86\|83798;2026-04-03\|6.65\|-4.04\|6.88\|6.96\|6.62\|103242;2026-04-07\|6.85\|3.01\|6.68\|6.90\|6.66\|123912;2026-04-08\|7.12\|3.94\|6.98\|7.13\|6.92\|98131;2026-04-09\|6.96\|-2.25\|7.11\|7.11\|6.92\|79951;2026-04-10\|7.02\|0.86\|7.01\|7.08\|6.95\|71002;2026-04-13\|7.01\|-0.14\|7.00\|7.04\|6.94\|62589;2026-04-14\|7.04\|0.43\|7.05\|7.07\|6.88\|79933;2026-04-15\|6.94\|-1.42\|7.07\|7.07\|6.92\|59423;2026-04-16\|7.05\|1.58\|6.99\|7.09\|6.91\|103160;2026-04-17\|6.96\|-1.28\|7.05\|7.08\|6.89\|107588;2026-04-20\|7.02\|0.86\|7.00\|7.05\|6.91\|89206;2026-04-21\|6.95\|-1.00\|7.00\|7.06\|6.90\|96344;2026-04-22\|6.80\|-2.16\|6.97\|6.97\|6.78\|104137;2026-04-23\|6.70\|-1.47\|6.77\|6.83\|6.65\|92998;2026-04-24\|6.96\|3.88\|6.71\|7.07\|6.68\|226084;2026-04-27\|7.84\|12.64\|7.12\|7.96\|7.10\|623512;2026-04-28\|7.72\|-1.53\|7.79\|8.04\|7.68\|395930;2026-04-29\|7.68\|-0.52\|7.67\|7.79\|7.60\|199448;2026-04-30\|7.92\|3.12\|7.74\|7.98\|7.66\|283816;2026-05-06\|8.20\|3.54\|8.01\|8.26\|7.90\|365324;2026-05-07\|8.05\|-1.83\|8.17\|8.25\|8.01\|248954;2026-05-08\|8.39\|4.22\|8.05\|8.45\|7.95\|304692;2026-05-11\|8.50\|1.31\|8.43\|8.59\|8.25\|287132;2026-05-12\|8.46\|-0.47\|8.50\|8.75\|8.38\|240126;2026-05-13\|8.36\|-1.18\|8.50\|8.53\|8.30\|187669;2026-05-14\|8.20\|-1.91\|8.37\|8.41\|8.20\|155728;2026-05-15\|8.33\|1.59\|8.18\|8.39\|8.11\|197575;2026-05-18\|8.37\|0.48\|8.33\|8.54\|8.21\|188084;2026-05-19\|8.33\|-0.48\|8.38\|8.43\|8.20\|147560;2026-05-20\|8.16\|-2.04\|8.36\|8.36\|7.94\|216632;2026-05-21\|7.91\|-3.06\|8.16\|8.35\|7.89\|150775;2026-05-22\|8.06\|1.90\|8.00\|8.20\|7.91\|139961;2026-05-25\|8.21\|1.86\|8.08\|8.66\|8.06\|282946;2026-05-26\|8.15\|-0.73\|8.20\|8.21\|7.99\|172989;2026-05-27\|7.96\|-2.33\|8.16\|8.18\|7.85\|145954;2026-05-28\|8.05\|1.13\|7.92\|8.23\|7.85\|123954;2026-05-29\|7.79\|-3.23\|8.06\|8.10\|7.73\|133808;2026-06-01\|7.89\|1.28\|7.79\|8.04\|7.65\|116932;2026-06-02\|7.59\|-3.80\|7.89\|8.00\|7.50\|123131;2026-06-03\|7.43\|-2.11\|7.58\|7.64\|7.36\|109259;2026-06-04\|7.45\|0.27\|7.42\|7.56\|7.24\|111890;2026-06-05\|7.47\|0.27\|7.45\|7.66\|7.22\|130762;2026-06-08\|7.43\|-0.54\|7.27\|7.66\|7.18\|153532;2026-06-09\|7.29\|-1.88\|7.47\|7.52\|7.20\|106357;2026-06-10\|7.13\|-2.19\|7.22\|7.30\|7.04\|90892;2026-06-11\|7.04\|-1.26\|7.07\|7.13\|6.90\|88127;2026-06-12\|7.08\|0.57\|7.12\|7.38\|7.03\|124271;2026-06-15\|7.33\|3.53\|7.15\|7.42\|7.09\|156799;2026-06-16\|7.26\|-0.95\|7.29\|7.57\|7.15\|111229;2026-06-17\|7.21\|-0.69\|7.21\|7.35\|7.15\|99067;2026-06-18\|7.40\|2.64\|7.16\|7.49\|7.06\|193877;2026-06-22\|7.22\|-2.43\|7.33\|7.33\|6.95\|248328;2026-06-23\|7.37\|2.08\|7.20\|7.48\|7.11\|196482;2026-06-24\|7.27\|-1.36\|7.32\|7.44\|7.08\|139939;2026-06-25\|7.12\|-2.06\|7.20\|7.65\|7.05\|327710;2026-06-26\|6.92\|-2.81\|7.07\|7.11\|6.86\|140606;2026-06-29\|6.69\|-3.32\|6.92\|7.02\|6.57\|127042;2026-06-30\|6.73\|0.60\|6.69\|6.81\|6.57\|103225;2026-07-01\|6.71\|-0.30\|6.73\|6.83\|6.63\|120868;2026-07-02\|6.67\|-0.60\|6.66\|6.91\|6.64\|135914;2026-07-03\|6.92\|3.75\|6.65\|7.02\|6.58\|197898;2026-07-06\|6.54\|-5.49\|6.96\|7.20\|6.45\|189547;2026-07-07\|6.35\|-2.91\|6.51\|6.66\|6.34\|91476;2026-07-08\|6.14\|-3.31\|6.38\|6.40\|6.13\|75286;2026-07-09\|6.35\|3.42\|6.12\|6.37\|6.00\|135605;2026-07-10\|6.44\|1.42\|6.35\|6.63\|6.29\|134798;2026-07-13\|5.92\|-8.07\|6.47\|6.52\|5.91\|134015;2026-07-14\|6.05\|2.20\|5.92\|6.08\|5.81\|89844;2026-07-15\|6.14\|1.49\|6.04\|6.26\|6.01\|88060;2026-07-16\|7.30\|18.89\|6.03\|7.37\|6.03\|664280;2026-07-17\|6.46\|-11.51\|7.25\|7.44\|6.35\|570735;2026-07-20\|5.87\|-9.13\|6.35\|6.52\|5.80\|359675;2026-07-21\|5.83\|-0.68\|5.82\|5.87\|5.29\|283149

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