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
113792	国务院印发《城市更新“十五五”规划》	涨停揭秘：国务院印发《城市更新‘十五五’规划》，节能铝包木窗作为绿色建筑核心部品，需求空间打开；涨停缘由：城市更新强调存量建筑节能改造，公司节能窗产品符合超低能耗建筑标准，已切入多地旧改及保障房项目供应链；资金逻辑：房地产链低位反弹，资金挖掘具备真实订单支撑的细分龙头，森鹰窗业订单饱满、现金流健康，获机构资金增持；风险提示：地产投资持续承压，竣工端改善斜率影响订单释放节奏；行业集中度低，价格竞争压力仍存	公司主要产品包括节能铝包木窗、幕墙及阳光房	2026-05-12\|33.11\|2.73\|31.98\|33.46\|31.98\|24808;2026-05-13\|37.62\|13.62\|32.88\|38.04\|32.88\|48582;2026-05-14\|36.15\|-3.91\|37.53\|37.53\|35.59\|32536;2026-05-15\|33.76\|-6.61\|35.90\|35.90\|33.22\|29277;2026-05-18\|33.45\|-0.92\|33.75\|34.46\|32.95\|18872;2026-05-19\|33.15\|-0.90\|33.65\|33.74\|32.86\|11385;2026-05-20\|33.45\|0.91\|33.17\|33.61\|32.26\|8882;2026-05-21\|33.52\|0.21\|33.58\|36.37\|33.17\|20741;2026-05-22\|35.21\|5.04\|33.88\|37.15\|33.88\|34881;2026-05-25\|33.28\|-5.48\|35.22\|35.54\|32.66\|24525;2026-05-26\|32.03\|-3.76\|33.59\|33.64\|32.00\|13365;2026-05-27\|30.31\|-5.37\|32.00\|32.21\|30.10\|18373;2026-05-28\|31.23\|3.04\|30.35\|31.39\|30.01\|9566;2026-05-29\|30.72\|-1.63\|31.19\|33.17\|30.66\|17199;2026-06-01\|31.44\|2.34\|30.55\|32.00\|30.55\|12591;2026-06-02\|33.08\|5.22\|31.40\|33.19\|30.59\|14264;2026-06-03\|23.09\|-3.63\|23.68\|24.22\|22.55\|21286;2026-06-04\|22.57\|-2.25\|22.89\|23.57\|22.37\|16567;2026-06-05\|22.69\|0.53\|22.49\|22.89\|22.11\|13473;2026-06-08\|21.58\|-4.89\|22.08\|22.57\|21.31\|17691;2026-06-09\|22.21\|2.92\|21.80\|22.56\|21.36\|16818;2026-06-10\|24.60\|10.76\|21.91\|25.00\|21.91\|61678;2026-06-11\|24.83\|0.94\|24.99\|25.60\|23.05\|44204;2026-06-12\|26.81\|7.97\|25.05\|27.32\|25.05\|45022;2026-06-15\|27.70\|3.32\|26.63\|28.70\|26.47\|34075;2026-06-16\|27.06\|-2.31\|27.43\|28.58\|26.90\|39918;2026-06-17\|27.88\|3.03\|27.04\|28.30\|26.81\|28791;2026-06-18\|28.50\|2.22\|27.72\|29.00\|26.82\|31844;2026-06-22\|28.02\|-1.68\|28.09\|29.10\|27.75\|29054;2026-06-23\|27.90\|-0.43\|28.07\|28.99\|27.84\|24631;2026-06-24\|26.78\|-4.01\|27.80\|28.63\|26.72\|25930;2026-06-25\|26.59\|-0.71\|26.95\|27.10\|26.00\|25325;2026-06-26\|25.01\|-5.94\|26.41\|26.49\|25.01\|27299;2026-06-29\|24.56\|-1.80\|24.99\|25.53\|24.02\|23121;2026-06-30\|25.21\|2.65\|24.56\|25.65\|23.81\|15630;2026-07-01\|24.56\|-2.58\|25.23\|25.69\|24.14\|21948;2026-07-02\|25.32\|3.09\|24.31\|26.45\|24.11\|29918;2026-07-03\|27.22\|7.50\|25.32\|28.43\|25.32\|36546;2026-07-06\|27.30\|0.29\|27.03\|28.17\|26.57\|35429;2026-07-07\|27.21\|-0.33\|27.25\|28.16\|26.66\|21904;2026-07-08\|26.63\|-2.13\|27.75\|27.75\|26.61\|23434;2026-07-09\|28.02\|5.22\|26.63\|28.59\|25.51\|47982;2026-07-10\|25.80\|-7.92\|27.98\|28.11\|25.70\|39044;2026-07-13\|21.11\|-18.18\|25.65\|25.92\|20.74\|46460;2026-07-14\|20.55\|-2.65\|21.88\|21.88\|19.85\|54216;2026-07-15\|20.56\|0.05\|20.95\|20.98\|20.07\|31944;2026-07-16\|19.94\|-3.02\|20.50\|20.98\|19.71\|20565;2026-07-17\|18.80\|-5.72\|19.95\|20.13\|18.02\|24884;2026-07-20\|17.98\|-4.36\|18.85\|19.39\|17.01\|37567;2026-07-21\|17.00\|-5.45\|17.70\|17.75\|15.52\|44424;2026-07-22\|16.98\|-0.12\|16.85\|17.71\|16.61\|33899;2026-07-23\|17.43\|2.65\|17.15\|17.47\|16.86\|14784;2026-07-24\|16.99\|-2.52\|17.12\|17.51\|16.67\|13458;2026-07-27\|17.67\|4.00\|16.66\|18.38\|16.66\|22414;2026-07-28\|17.08\|-3.34\|17.55\|17.90\|16.91\|20763;2026-07-29\|17.14\|0.35\|17.09\|17.36\|16.56\|19804;2026-07-30\|16.87\|-1.58\|16.98\|17.58\|16.33\|20643;2026-07-31\|17.11\|1.42\|16.69\|17.29\|16.69\|23034;2026-08-03\|17.88\|4.50\|17.04\|17.93\|16.95\|18835;2026-08-04\|21.46\|20.02\|18.24\|21.46\|18.24\|66454;2026-08-05\|23.01\|7.22\|23.56\|23.68\|21.50\|85137;2026-08-06\|25.12\|9.17\|23.09\|25.30\|23.09\|59361;2026-08-07\|25.88\|3.03\|24.04\|26.10\|24.04\|53479;2026-08-10\|25.29\|-2.28\|25.84\|26.28\|24.67\|28072;2026-08-11\|25.97\|2.69\|25.01\|26.11\|24.40\|23466;2026-08-12\|26.01\|0.15\|26.49\|26.70\|25.80\|28704;2026-08-13\|25.56\|-1.73\|26.01\|26.30\|24.98\|24186;2026-08-14\|24.75\|-3.17\|25.65\|25.72\|24.48\|23160;2026-08-17\|25.54\|3.19\|24.78\|25.63\|24.62\|21804;2026-08-18\|27.45\|7.48\|25.55\|27.56\|25.40\|28583;2026-08-19\|27.47\|0.07\|26.89\|27.85\|26.56\|33807;2026-08-20\|28.88\|5.13\|27.90\|29.44\|27.62\|48403;2026-08-21\|30.40\|5.26\|28.59\|30.67\|27.60\|41483;2026-08-24\|30.40\|0.00\|30.66\|31.98\|29.70\|42239;2026-08-25\|31.91\|4.97\|30.88\|32.12\|29.91\|31415;2026-08-26\|30.40\|-4.73\|31.67\|31.99\|30.08\|24437;2026-08-27\|31.49\|3.59\|30.16\|31.69\|30.00\|26267;2026-08-28\|31.35\|-0.44\|31.49\|32.75\|31.19\|17307;2026-08-31\|33.47\|6.76\|31.11\|34.09\|30.64\|30857;2026-09-01\|33.03\|-1.31\|33.84\|33.84\|32.00\|22013;2026-09-02\|33.82\|2.39\|33.03\|34.26\|32.82\|22207;2026-09-03\|33.97\|0.44\|33.82\|34.71\|33.00\|21355;2026-09-04\|33.89\|-0.24\|34.09\|35.13\|33.03\|23401;2026-09-07\|35.17\|3.78\|33.75\|35.68\|33.75\|33036;2026-09-08\|34.35\|-2.33\|35.30\|35.35\|33.90\|22966;2026-09-09\|32.81\|-4.48\|34.35\|34.40\|31.30\|49240;2026-09-10\|32.76\|-0.15\|32.80\|33.29\|31.83\|32829;2026-09-11\|31.56\|-3.66\|32.55\|32.72\|30.26\|36520;2026-09-14\|32.57\|3.20\|31.99\|32.93\|31.00\|29795;2026-09-15\|32.37\|-0.61\|33.22\|33.22\|32.00\|19063
113791	国务院印发《城市更新“十五五”规划》	房地产+资产出售+跨界并购+国企行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月12日异动公告，公司正在筹划公司部分房地产开发业务相关资产及负债出售事宜，交易意向方为公司实际控制人西安高科集团有限公司或其指定的关联方；据2026年6月30日互动易，相关工作仍在推进中。 2、据2026年5月20日互动易及业绩说明会，公司确立以“跨界并购为核心，基金培育产业链与‘投参控’衔接为两翼”的发展战略，联合专业投行与产业基金，已初步锁定目标产业的细分领域，加快推进新产业落地。 3、据2026年4月27日年报，公司控股股东为西安高新技术产业开发区房地产开发有限公司，最终控制人为西安高新技术产业开发区管理委员会，是一家以房地产开发为主业的国有企业。	立足西安的房地产开发商	2026-05-12\|3.47\|-1.14\|3.50\|3.52\|3.44\|112204;2026-05-13\|3.41\|-1.73\|3.48\|3.48\|3.39\|110200;2026-05-14\|3.35\|-1.76\|3.42\|3.43\|3.35\|114191;2026-05-15\|3.27\|-2.39\|3.37\|3.37\|3.23\|131347;2026-05-18\|3.32\|1.53\|3.25\|3.32\|3.18\|126392;2026-05-19\|3.38\|1.81\|3.33\|3.39\|3.29\|107178;2026-05-20\|3.37\|-0.30\|3.37\|3.44\|3.34\|140583;2026-05-21\|3.15\|-6.53\|3.36\|3.37\|3.14\|152729;2026-05-22\|3.38\|7.30\|3.18\|3.47\|3.14\|282544;2026-05-25\|3.36\|-0.59\|3.32\|3.60\|3.31\|248619;2026-05-26\|3.22\|-4.17\|3.40\|3.43\|3.18\|173494;2026-05-27\|3.20\|-0.62\|3.23\|3.32\|3.15\|161538;2026-05-28\|3.27\|2.19\|3.18\|3.29\|3.15\|121862;2026-05-29\|3.25\|-0.61\|3.26\|3.38\|3.22\|137343;2026-06-01\|3.50\|7.69\|3.19\|3.58\|3.13\|415846;2026-06-02\|3.42\|-2.29\|3.51\|3.58\|3.37\|270708;2026-06-03\|3.42\|0.00\|3.38\|3.48\|3.27\|193324;2026-06-04\|3.48\|1.75\|3.41\|3.52\|3.34\|216588;2026-06-05\|3.51\|0.86\|3.45\|3.63\|3.45\|229936;2026-06-08\|3.42\|-2.56\|3.45\|3.51\|3.36\|162399;2026-06-09\|3.36\|-1.75\|3.46\|3.47\|3.23\|195026;2026-06-10\|3.70\|10.12\|3.38\|3.70\|3.33\|623397;2026-06-11\|4.07\|10.00\|3.94\|4.07\|3.94\|356765;2026-06-12\|3.99\|-1.97\|3.87\|4.18\|3.75\|973904;2026-06-15\|3.84\|-3.76\|3.85\|3.93\|3.78\|580363;2026-06-16\|3.83\|-0.26\|3.84\|3.90\|3.71\|456083;2026-06-17\|3.62\|-5.48\|3.80\|3.80\|3.55\|391279;2026-06-18\|3.57\|-1.38\|3.60\|3.62\|3.47\|267392;2026-06-22\|3.58\|0.28\|3.60\|3.61\|3.46\|232810;2026-06-23\|3.63\|1.40\|3.53\|3.69\|3.48\|291555;2026-06-24\|3.46\|-4.68\|3.60\|3.62\|3.27\|380507;2026-06-25\|3.37\|-2.60\|3.45\|3.48\|3.33\|183568;2026-06-26\|3.13\|-7.12\|3.33\|3.39\|3.11\|253745;2026-06-29\|2.92\|-6.71\|3.16\|3.16\|2.82\|276301;2026-06-30\|2.89\|-1.03\|2.88\|3.02\|2.84\|156541;2026-07-01\|3.18\|10.03\|2.95\|3.18\|2.83\|255934;2026-07-02\|3.09\|-2.83\|3.17\|3.31\|3.08\|262406;2026-07-03\|3.11\|0.65\|3.11\|3.26\|3.10\|183878;2026-07-06\|3.03\|-2.57\|3.13\|3.15\|3.02\|158355;2026-07-07\|3.11\|2.64\|3.02\|3.18\|2.96\|225284;2026-07-08\|3.06\|-1.61\|3.08\|3.26\|3.03\|145899;2026-07-09\|3.00\|-1.96\|3.06\|3.06\|2.89\|173105;2026-07-10\|3.07\|2.33\|3.00\|3.30\|2.94\|263589;2026-07-13\|2.92\|-4.89\|3.03\|3.15\|2.90\|216559;2026-07-14\|3.00\|2.74\|2.89\|3.05\|2.87\|166775;2026-07-15\|2.97\|-1.00\|3.00\|3.09\|2.94\|155349;2026-07-16\|3.00\|1.01\|2.96\|3.07\|2.93\|159664;2026-07-17\|2.88\|-4.00\|2.97\|3.05\|2.84\|172144;2026-07-20\|2.86\|-0.69\|2.86\|2.97\|2.82\|148136;2026-07-21\|2.77\|-3.15\|2.85\|2.86\|2.66\|189576;2026-07-22\|2.74\|-1.08\|2.75\|2.82\|2.72\|107904;2026-07-23\|2.77\|1.09\|2.72\|2.78\|2.69\|112064;2026-07-24\|2.67\|-3.61\|2.74\|2.77\|2.65\|89348;2026-07-27\|2.74\|2.62\|2.62\|2.75\|2.62\|101725;2026-07-28\|2.75\|0.36\|2.71\|2.80\|2.71\|86249;2026-07-29\|2.84\|3.27\|2.74\|2.86\|2.74\|112781;2026-07-30\|2.82\|-0.70\|2.85\|2.94\|2.80\|125329;2026-07-31\|2.84\|0.71\|2.84\|2.87\|2.80\|107014;2026-08-03\|2.93\|3.17\|2.83\|2.93\|2.82\|98005;2026-08-04\|2.97\|1.37\|2.94\|2.98\|2.92\|89960;2026-08-05\|3.03\|2.02\|2.97\|3.07\|2.94\|127742;2026-08-06\|3.33\|9.90\|3.04\|3.33\|3.01\|334917;2026-08-07\|3.31\|-0.60\|3.33\|3.37\|3.18\|336454;2026-08-10\|3.35\|1.21\|3.29\|3.39\|3.22\|191828;2026-08-11\|3.40\|1.49\|3.34\|3.43\|3.25\|139405;2026-08-12\|3.59\|5.59\|3.40\|3.60\|3.39\|204252;2026-08-13\|3.47\|-3.34\|3.57\|3.66\|3.46\|214730;2026-08-14\|3.45\|-0.58\|3.46\|3.50\|3.40\|138562;2026-08-17\|3.41\|-1.16\|3.45\|3.46\|3.39\|113317;2026-08-18\|3.54\|3.81\|3.41\|3.57\|3.40\|169052;2026-08-19\|3.41\|-3.67\|3.51\|3.57\|3.39\|119610;2026-08-20\|3.44\|0.88\|3.43\|3.48\|3.36\|136322;2026-08-21\|3.44\|0.00\|3.43\|3.45\|3.33\|99079;2026-08-24\|3.45\|0.29\|3.45\|3.45\|3.36\|82460;2026-08-25\|3.46\|0.29\|3.45\|3.50\|3.40\|74545;2026-08-26\|3.50\|1.16\|3.45\|3.54\|3.45\|89216;2026-08-27\|3.51\|0.29\|3.48\|3.52\|3.43\|108407;2026-08-28\|3.61\|2.85\|3.51\|3.64\|3.49\|145698;2026-08-31\|3.47\|-3.88\|3.68\|3.68\|3.45\|199664;2026-09-01\|3.58\|3.17\|3.45\|3.72\|3.44\|260797;2026-09-02\|3.61\|0.84\|3.54\|3.66\|3.49\|199760;2026-09-03\|3.57\|-1.11\|3.61\|3.67\|3.56\|132673;2026-09-04\|3.65\|2.24\|3.57\|3.69\|3.57\|166759;2026-09-07\|3.58\|-1.92\|3.60\|3.63\|3.56\|122735;2026-09-08\|3.67\|2.51\|3.59\|3.69\|3.58\|143741;2026-09-09\|3.61\|-1.63\|3.64\|3.64\|3.57\|105605;2026-09-10\|3.59\|-0.55\|3.58\|3.63\|3.55\|88829;2026-09-11\|3.50\|-2.51\|3.57\|3.58\|3.41\|127450;2026-09-14\|3.48\|-0.57\|3.49\|3.51\|3.44\|79134;2026-09-15\|3.33\|-4.31\|3.46\|3.47\|3.33\|104697
113790	国务院印发《城市更新“十五五”规划》	物业租赁+深圳国资+黄金珠宝行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年4月22日年报，公司在深圳罗湖、福田等片区持有物业资源，特力珠宝大厦、特力金钻大厦保持高出租率，并计划通过旧改等方式挖掘传统物业商业价值。 2、据2026年4月22日年报，公司最终控制人为深圳市人民政府国有资产监督管理委员会，具备深圳国资改革概念。 3、据2026年4月22日年报，公司主营黄金珠宝销售及物业租赁，依托深圳水贝核心区位优势打造数字化珠宝要素交易平台，深度整合珠宝产业供需端资源，并与国内外供应商、加工商直接合作。	深圳国资委旗下商业综合服务商；物业管理业务是公司核心板块之一	2026-05-12\|16.00\|-1.72\|16.28\|16.39\|16.00\|41849;2026-05-13\|15.83\|-1.06\|16.00\|16.06\|15.73\|59823;2026-05-14\|15.56\|-1.71\|15.80\|15.81\|15.55\|43112;2026-05-15\|15.41\|-0.96\|15.55\|15.65\|15.33\|39588;2026-05-18\|15.29\|-0.78\|15.41\|15.47\|15.13\|35231;2026-05-19\|15.57\|1.83\|15.29\|15.68\|15.29\|34385;2026-05-20\|15.02\|-3.53\|15.58\|15.58\|14.98\|51086;2026-05-21\|14.62\|-2.66\|15.05\|15.22\|14.61\|46050;2026-05-22\|14.88\|1.78\|14.75\|14.96\|14.64\|30299;2026-05-25\|14.71\|-1.14\|15.00\|15.05\|14.62\|29096;2026-05-26\|14.62\|-0.61\|14.66\|14.71\|14.36\|42023;2026-05-27\|14.23\|-2.67\|14.61\|14.66\|14.16\|39117;2026-05-28\|14.24\|0.07\|14.24\|14.34\|13.90\|35958;2026-05-29\|15.66\|9.97\|14.26\|15.66\|14.20\|127534;2026-06-01\|15.60\|-0.38\|15.34\|15.85\|15.20\|126714;2026-06-02\|15.07\|-3.40\|15.47\|15.60\|14.95\|79208;2026-06-03\|15.12\|0.33\|14.92\|15.47\|14.86\|92387;2026-06-04\|15.24\|0.79\|15.00\|15.48\|14.92\|68656;2026-06-05\|15.28\|0.26\|14.95\|15.75\|14.95\|83371;2026-06-08\|14.44\|-5.50\|14.90\|15.26\|14.28\|78588;2026-06-09\|14.22\|-1.52\|14.73\|14.73\|14.10\|64375;2026-06-10\|15.64\|9.99\|14.11\|15.64\|13.76\|149851;2026-06-11\|15.27\|-2.37\|15.61\|15.85\|15.10\|147456;2026-06-12\|15.22\|-0.33\|15.31\|15.42\|15.12\|77359;2026-06-15\|15.59\|2.43\|15.36\|15.78\|15.23\|110970;2026-06-16\|15.78\|1.22\|15.59\|16.15\|15.45\|120663;2026-06-17\|15.87\|0.57\|15.62\|15.99\|15.29\|103215;2026-06-18\|15.37\|-3.15\|15.70\|16.30\|15.28\|94710;2026-06-22\|15.61\|1.56\|15.37\|15.61\|14.88\|76200;2026-06-23\|15.89\|1.79\|15.46\|15.96\|15.37\|93970;2026-06-24\|15.53\|-2.27\|15.80\|16.31\|15.51\|122290;2026-06-25\|14.13\|-9.01\|14.97\|15.15\|14.05\|132619;2026-06-26\|14.48\|2.48\|14.25\|14.52\|13.90\|76039;2026-06-29\|13.32\|-8.01\|14.36\|14.36\|13.12\|90744;2026-06-30\|13.48\|1.20\|13.30\|13.59\|12.90\|50674;2026-07-01\|13.75\|2.00\|13.38\|13.96\|13.37\|54230;2026-07-02\|13.75\|0.00\|13.60\|14.07\|13.54\|39692;2026-07-03\|13.90\|1.09\|13.81\|14.10\|13.81\|37280;2026-07-06\|13.53\|-2.66\|13.90\|14.01\|13.50\|48940;2026-07-07\|13.55\|0.15\|13.46\|14.04\|13.31\|56218;2026-07-08\|13.27\|-2.07\|13.60\|13.65\|13.25\|38036;2026-07-09\|13.18\|-0.68\|13.14\|13.33\|12.76\|53003;2026-07-10\|13.34\|1.21\|13.15\|13.54\|13.03\|44779;2026-07-13\|13.25\|-0.67\|13.30\|13.49\|13.02\|44288;2026-07-14\|13.48\|1.74\|13.15\|13.76\|13.15\|43504;2026-07-15\|13.53\|0.37\|13.53\|13.58\|13.32\|31216;2026-07-16\|13.81\|2.07\|13.43\|14.40\|13.37\|78876;2026-07-17\|13.64\|-1.23\|13.73\|14.25\|13.62\|73931;2026-07-20\|13.79\|1.10\|13.71\|14.05\|13.53\|59495;2026-07-21\|13.87\|0.58\|13.75\|13.99\|13.60\|52215;2026-07-22\|13.64\|-1.66\|13.81\|13.85\|13.46\|41370;2026-07-23\|14.05\|3.01\|13.65\|14.17\|13.58\|54700;2026-07-24\|14.14\|1.43\|13.92\|14.50\|13.74\|74897;2026-07-27\|14.07\|-0.49\|13.96\|14.12\|13.75\|54532;2026-07-28\|14.12\|0.36\|13.94\|14.49\|13.89\|59399;2026-07-29\|14.22\|0.71\|13.98\|14.39\|13.96\|50014;2026-07-30\|15.64\|9.99\|14.23\|15.64\|14.13\|146365;2026-07-31\|15.23\|-2.62\|15.31\|15.59\|14.88\|178682;2026-08-03\|15.67\|2.89\|15.12\|15.98\|15.00\|154131;2026-08-04\|15.54\|-0.83\|15.50\|15.70\|15.20\|114418;2026-08-05\|15.28\|-1.67\|15.41\|15.45\|15.08\|91192;2026-08-06\|15.15\|-0.85\|15.51\|15.60\|15.08\|96649;2026-08-07\|14.95\|-1.32\|15.25\|15.25\|14.88\|69980;2026-08-10\|15.16\|1.40\|14.94\|15.19\|14.88\|78076;2026-08-11\|15.08\|-0.53\|15.27\|15.32\|15.05\|58153;2026-08-12\|15.28\|1.33\|15.01\|15.38\|14.92\|60314;2026-08-13\|15.03\|-1.64\|15.27\|15.47\|14.97\|72883;2026-08-14\|14.90\|-0.86\|14.96\|15.03\|14.80\|43151;2026-08-17\|15.15\|1.68\|14.86\|15.20\|14.86\|46232;2026-08-18\|15.08\|-0.46\|15.10\|15.20\|14.92\|34336;2026-08-19\|15.69\|4.05\|14.99\|16.59\|14.94\|257805;2026-08-20\|15.48\|-1.34\|15.68\|15.85\|15.10\|172548;2026-08-21\|15.34\|-0.90\|15.33\|15.55\|14.80\|129037;2026-08-24\|15.66\|2.09\|15.82\|16.26\|15.58\|155580;2026-08-25\|16.00\|2.17\|15.71\|16.53\|15.71\|163483;2026-08-26\|15.96\|-0.25\|15.81\|16.46\|15.60\|163912;2026-08-27\|16.66\|4.39\|15.66\|17.45\|15.66\|252778;2026-08-28\|17.06\|2.40\|16.33\|17.66\|16.18\|286858;2026-08-31\|15.80\|-7.39\|16.64\|16.65\|15.61\|212595;2026-09-01\|16.61\|5.13\|15.65\|17.38\|15.61\|228206;2026-09-02\|15.53\|-6.50\|16.31\|16.38\|15.36\|188543;2026-09-03\|15.58\|0.32\|15.51\|16.50\|15.42\|109622;2026-09-04\|15.40\|-1.16\|15.51\|16.08\|15.30\|123251;2026-09-07\|15.04\|-2.34\|15.17\|15.23\|14.98\|92331;2026-09-08\|15.59\|3.66\|15.04\|15.72\|14.96\|119378;2026-09-09\|15.63\|0.26\|15.63\|15.78\|15.39\|64916;2026-09-10\|15.04\|-3.77\|15.59\|15.63\|15.03\|75484;2026-09-11\|14.65\|-2.59\|14.80\|14.92\|14.61\|66483;2026-09-14\|14.69\|0.27\|14.68\|14.84\|14.55\|35649;2026-09-15\|14.51\|-1.23\|14.60\|14.72\|14.51\|37863
113789	国务院印发《城市更新“十五五”规划》	创新药+东北证券出售+长春国资行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月29日年报，公司在研国家中药一类新药连翘苷项目完成IIB期临床试验118例受试者入组；皮肤CT项目通过创新医疗器械认定并处于审评阶段。 2、据2026年4月29日公告，公司拟将持有的东北证券20.81%股份出售给长发集团，拟将持有的9%股份出售给长春市金控，该重大资产出售事项仍在推进中；据2026年6月6日公告，子公司公开挂牌转让江苏威凯尔医药科技股份有限公司500万股股份已成交，成交价款1.91亿元。 3、公司最终控制人为长春市人民政府国有资产监督管理委员会，属于国有企业。	吉林长春国资委旗下，主营水泥建材、医药、地产等	2026-05-12\|1.60\|-1.23\|1.62\|1.64\|1.59\|460965;2026-05-13\|1.60\|0.00\|1.60\|1.62\|1.58\|503665;2026-05-14\|1.54\|-3.75\|1.60\|1.61\|1.54\|483274;2026-05-15\|1.53\|-0.65\|1.55\|1.55\|1.52\|298278;2026-05-18\|1.51\|-1.31\|1.52\|1.53\|1.48\|377684;2026-05-19\|1.52\|0.66\|1.51\|1.53\|1.49\|197974;2026-05-20\|1.46\|-3.95\|1.52\|1.52\|1.45\|342697;2026-05-21\|1.44\|-1.37\|1.47\|1.51\|1.43\|401162;2026-05-22\|1.49\|3.47\|1.45\|1.50\|1.43\|370155;2026-05-25\|1.53\|2.68\|1.49\|1.54\|1.46\|459974;2026-05-26\|1.49\|-2.61\|1.53\|1.53\|1.48\|352676;2026-05-27\|1.46\|-2.01\|1.49\|1.49\|1.44\|328428;2026-05-28\|1.48\|1.37\|1.45\|1.48\|1.44\|254594;2026-05-29\|1.50\|1.35\|1.48\|1.56\|1.47\|683494;2026-06-01\|1.54\|2.67\|1.50\|1.55\|1.48\|555705;2026-06-02\|1.55\|0.65\|1.54\|1.55\|1.50\|435093;2026-06-03\|1.54\|-0.65\|1.54\|1.56\|1.51\|549839;2026-06-04\|1.50\|-2.60\|1.53\|1.55\|1.49\|434003;2026-06-05\|1.65\|10.00\|1.50\|1.65\|1.50\|1614867;2026-06-08\|1.66\|0.61\|1.68\|1.76\|1.64\|1927042;2026-06-09\|1.61\|-3.01\|1.65\|1.67\|1.56\|1152641;2026-06-10\|1.77\|9.94\|1.59\|1.77\|1.56\|1807106;2026-06-11\|1.68\|-5.08\|1.80\|1.85\|1.66\|1959006;2026-06-12\|1.77\|5.36\|1.66\|1.85\|1.62\|1990279;2026-06-15\|1.69\|-4.52\|1.71\|1.76\|1.69\|1373134;2026-06-16\|1.68\|-0.59\|1.68\|1.72\|1.64\|915209;2026-06-17\|1.59\|-5.36\|1.65\|1.66\|1.59\|752236;2026-06-18\|1.52\|-4.40\|1.58\|1.59\|1.51\|663056;2026-06-22\|1.51\|-0.66\|1.51\|1.54\|1.45\|722560;2026-06-23\|1.66\|9.93\|1.50\|1.66\|1.48\|947534;2026-06-24\|1.61\|-3.01\|1.66\|1.75\|1.59\|1387762;2026-06-25\|1.59\|-1.24\|1.60\|1.63\|1.53\|843369;2026-06-26\|1.53\|-3.77\|1.60\|1.61\|1.53\|552898;2026-06-29\|1.54\|0.65\|1.52\|1.59\|1.51\|526481;2026-06-30\|1.51\|-1.95\|1.55\|1.55\|1.48\|532699;2026-07-01\|1.56\|3.31\|1.50\|1.58\|1.48\|577615;2026-07-02\|1.55\|-0.64\|1.56\|1.63\|1.54\|565773;2026-07-03\|1.55\|0.00\|1.56\|1.57\|1.52\|389039;2026-07-06\|1.51\|-2.58\|1.55\|1.56\|1.51\|380718;2026-07-07\|1.48\|-1.99\|1.52\|1.52\|1.47\|326314;2026-07-08\|1.46\|-1.35\|1.48\|1.49\|1.45\|269971;2026-07-09\|1.46\|0.00\|1.45\|1.48\|1.44\|355666;2026-07-10\|1.50\|2.74\|1.46\|1.51\|1.45\|406285;2026-07-13\|1.65\|10.00\|1.51\|1.65\|1.51\|1044182;2026-07-14\|1.67\|1.21\|1.75\|1.81\|1.64\|2084619;2026-07-15\|1.68\|0.60\|1.58\|1.71\|1.58\|1352488;2026-07-16\|1.69\|0.60\|1.68\|1.80\|1.67\|1315019;2026-07-17\|1.86\|10.06\|1.73\|1.86\|1.69\|3044229;2026-07-20\|1.89\|1.61\|1.98\|2.05\|1.81\|4267522;2026-07-21\|1.70\|-10.05\|1.75\|1.79\|1.70\|704245;2026-07-22\|1.68\|-1.18\|1.56\|1.77\|1.56\|2124578;2026-07-23\|1.71\|1.79\|1.66\|1.76\|1.66\|1463811;2026-07-24\|1.64\|-4.09\|1.69\|1.72\|1.63\|960164;2026-07-27\|1.72\|4.88\|1.63\|1.74\|1.62\|934492;2026-07-28\|1.81\|5.23\|1.74\|1.89\|1.72\|3078780;2026-07-29\|1.89\|4.42\|1.76\|1.93\|1.76\|2791070;2026-07-30\|1.72\|-8.99\|1.88\|1.89\|1.71\|2047468;2026-07-31\|1.76\|2.33\|1.74\|1.80\|1.71\|1453788;2026-08-03\|1.76\|0.00\|1.75\|1.79\|1.74\|795415;2026-08-04\|1.77\|0.57\|1.77\|1.79\|1.75\|776406;2026-08-05\|1.75\|-1.13\|1.77\|1.77\|1.73\|832938;2026-08-06\|1.72\|-1.71\|1.75\|1.76\|1.70\|721851;2026-08-07\|1.73\|0.58\|1.71\|1.73\|1.66\|734044;2026-08-10\|1.70\|-1.73\|1.71\|1.72\|1.69\|593008;2026-08-11\|1.87\|10.00\|1.70\|1.87\|1.68\|1717088;2026-08-12\|2.06\|10.16\|1.90\|2.06\|1.86\|3846964;2026-08-13\|2.27\|10.19\|2.15\|2.27\|2.10\|2873984;2026-08-14\|2.18\|-3.96\|2.46\|2.47\|2.10\|7479552;2026-08-17\|2.21\|1.38\|2.17\|2.31\|2.06\|5287543;2026-08-18\|2.03\|-8.14\|2.19\|2.21\|2.00\|4235729;2026-08-19\|1.88\|-7.39\|2.03\|2.08\|1.85\|2733737;2026-08-20\|1.99\|5.85\|1.95\|2.07\|1.88\|3819825;2026-08-21\|1.96\|-1.51\|1.93\|1.99\|1.91\|2041590;2026-08-24\|1.87\|-4.59\|1.96\|1.98\|1.86\|1395007;2026-08-25\|1.94\|3.74\|1.87\|1.95\|1.85\|1622583;2026-08-26\|1.97\|1.55\|1.93\|2.02\|1.93\|1349055;2026-08-27\|2.06\|4.57\|1.97\|2.09\|1.96\|1939828;2026-08-28\|1.99\|-3.40\|2.02\|2.04\|1.97\|1314844;2026-08-31\|1.91\|-4.02\|1.98\|1.99\|1.89\|1389239;2026-09-01\|1.96\|2.62\|1.89\|1.98\|1.87\|1323680;2026-09-02\|1.92\|-2.04\|1.98\|1.98\|1.89\|1079098;2026-09-03\|1.85\|-3.65\|1.92\|1.92\|1.84\|1178918;2026-09-04\|1.86\|0.54\|1.86\|1.89\|1.81\|960564;2026-09-07\|1.88\|1.08\|1.85\|1.89\|1.83\|756003;2026-09-08\|2.07\|10.11\|1.88\|2.07\|1.88\|2564175;2026-09-09\|2.00\|-3.38\|2.07\|2.10\|1.99\|2293686;2026-09-10\|1.95\|-2.50\|1.97\|2.00\|1.93\|1162904;2026-09-11\|1.87\|-4.10\|1.94\|1.95\|1.85\|1262634;2026-09-14\|1.88\|0.53\|1.88\|1.92\|1.84\|1327045;2026-09-15\|1.72\|-8.51\|1.86\|1.87\|1.71\|1685207
113788	国务院印发《城市更新“十五五”规划》	房地产+深圳国资+新房成交激增行业原因：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、据财闻2026年5月11日报道，深圳5月1-5日新房网签275套，同比增长45.5%，二手房成交121套，同比增长80.6%，板块活跃带动公司跟涨。 2、据2025年年度报告，公司主营房地产开发与经营，深房光明里项目政府批复房源100%去化并顺利入伙，汕头天悦湾项目全年销售额同比增长63%。 3、据2025年年度报告及2025年半年度报告，公司最终控制人为深圳市国资委，控股股东为深圳市投资控股有限公司，具备深圳国企改革概念。	实控人深圳市国资委；深圳市最早的房地产上市公司之一，此前终止与恒大重组	2026-05-12\|26.49\|10.01\|24.49\|26.49\|24.10\|255457;2026-05-13\|26.70\|0.79\|27.02\|27.54\|26.16\|259931;2026-05-14\|28.01\|4.91\|26.59\|28.74\|26.33\|192139;2026-05-15\|28.91\|3.21\|28.29\|29.96\|28.15\|146701;2026-05-18\|29.82\|3.15\|28.97\|30.59\|28.35\|134277;2026-05-19\|29.42\|-1.34\|30.22\|31.11\|29.38\|166803;2026-05-20\|26.48\|-9.99\|29.07\|29.33\|26.48\|231329;2026-05-21\|24.67\|-6.84\|25.93\|26.68\|24.43\|229903;2026-05-22\|25.50\|3.36\|24.81\|26.75\|23.26\|219019;2026-05-25\|24.77\|-2.86\|25.58\|25.90\|24.69\|101218;2026-05-26\|24.95\|0.73\|24.81\|25.28\|24.36\|87860;2026-05-27\|25.48\|2.12\|24.82\|25.76\|24.62\|108078;2026-05-28\|25.08\|-1.57\|25.48\|25.93\|24.73\|81245;2026-05-29\|24.75\|-1.32\|25.13\|25.70\|24.53\|111079;2026-06-01\|23.93\|-3.31\|24.40\|25.58\|23.79\|101912;2026-06-02\|23.50\|-1.80\|23.93\|24.15\|23.30\|66580;2026-06-03\|23.46\|-0.17\|23.61\|23.85\|23.25\|49618;2026-06-04\|23.44\|-0.09\|23.40\|23.85\|23.21\|48770;2026-06-05\|23.09\|-1.49\|23.30\|23.58\|22.91\|50542;2026-06-08\|22.31\|-3.38\|23.01\|23.09\|21.90\|67281;2026-06-09\|24.54\|10.00\|22.52\|24.54\|22.34\|53228;2026-06-10\|26.99\|9.98\|25.76\|26.99\|25.36\|49189;2026-06-11\|25.46\|-5.67\|26.86\|28.33\|25.04\|187241;2026-06-12\|25.34\|-0.47\|25.43\|26.09\|25.06\|94959;2026-06-15\|25.11\|-0.79\|25.33\|25.73\|24.73\|82054;2026-06-16\|27.62\|10.00\|25.34\|27.62\|25.00\|100466;2026-06-17\|28.57\|3.44\|27.96\|28.80\|27.09\|135857;2026-06-18\|29.23\|2.31\|28.85\|29.35\|27.90\|98764;2026-06-22\|29.24\|0.03\|29.53\|29.53\|27.47\|115485;2026-06-23\|29.05\|-0.65\|29.44\|30.05\|28.94\|96287;2026-06-24\|26.15\|-9.98\|27.48\|27.66\|26.15\|54187;2026-06-25\|24.05\|-8.03\|25.00\|25.50\|23.82\|157857;2026-06-26\|23.34\|-2.95\|24.37\|25.00\|23.34\|113975;2026-06-29\|22.06\|-5.48\|24.20\|24.33\|22.03\|112309;2026-06-30\|22.05\|-0.05\|21.90\|22.58\|21.31\|105278;2026-07-01\|22.50\|2.04\|22.30\|23.78\|21.85\|105073;2026-07-02\|21.71\|-3.51\|22.43\|22.80\|21.70\|78779;2026-07-03\|22.68\|4.47\|21.73\|23.17\|21.47\|84154;2026-07-06\|22.94\|1.15\|22.68\|23.18\|22.50\|57021;2026-07-07\|22.29\|-2.83\|22.94\|23.25\|22.16\|51197;2026-07-08\|22.11\|-0.81\|22.29\|22.58\|21.96\|41129;2026-07-09\|23.92\|8.19\|22.13\|23.97\|21.88\|84272;2026-07-10\|22.62\|-5.43\|23.58\|24.56\|22.58\|90433;2026-07-13\|22.23\|-1.72\|22.78\|23.60\|22.23\|87793;2026-07-14\|21.32\|-4.09\|22.60\|22.60\|21.01\|59241;2026-07-15\|21.84\|2.44\|21.23\|21.86\|20.16\|82308;2026-07-16\|21.37\|-2.15\|21.78\|21.78\|21.06\|55603;2026-07-17\|21.12\|-1.17\|21.15\|22.38\|21.09\|66864;2026-07-20\|20.45\|-3.17\|21.20\|21.63\|20.18\|68261;2026-07-21\|20.59\|0.68\|20.31\|20.94\|19.71\|68332;2026-07-22\|20.05\|-2.62\|20.48\|20.78\|19.87\|64663;2026-07-23\|19.95\|-0.50\|19.99\|20.29\|19.80\|44810;2026-07-24\|19.24\|-3.56\|19.90\|20.05\|19.10\|48420;2026-07-27\|19.54\|1.56\|19.03\|19.70\|19.00\|51837;2026-07-28\|18.94\|-3.07\|19.33\|20.10\|18.73\|64005;2026-07-29\|20.13\|6.28\|18.91\|20.60\|18.81\|111354;2026-07-30\|19.50\|-3.13\|20.02\|20.26\|19.26\|66426;2026-07-31\|20.24\|3.79\|19.65\|20.55\|19.50\|72637;2026-08-03\|20.46\|1.09\|20.20\|20.73\|19.80\|42491;2026-08-04\|21.57\|5.43\|20.46\|21.84\|20.38\|58844;2026-08-05\|22.06\|2.27\|21.71\|22.08\|21.45\|42521;2026-08-06\|22.39\|1.50\|22.04\|22.57\|21.95\|47261;2026-08-07\|22.14\|-1.12\|22.33\|22.66\|21.86\|53468;2026-08-10\|22.31\|0.77\|22.14\|22.66\|21.72\|47822;2026-08-11\|22.98\|3.00\|22.44\|23.21\|22.23\|53546;2026-08-12\|23.19\|0.91\|22.88\|23.45\|22.72\|36485;2026-08-13\|22.52\|-2.89\|23.21\|23.54\|22.48\|58946;2026-08-14\|22.20\|-1.42\|22.50\|22.65\|21.93\|48222;2026-08-17\|24.42\|10.00\|22.58\|24.42\|22.58\|39030;2026-08-18\|22.91\|-6.18\|24.22\|24.90\|22.18\|145138;2026-08-19\|22.60\|-1.35\|22.80\|23.19\|22.53\|58624;2026-08-20\|22.30\|-1.33\|22.49\|22.81\|22.27\|48528;2026-08-21\|22.76\|2.06\|22.22\|22.94\|21.96\|45457;2026-08-24\|22.62\|-0.62\|22.76\|23.20\|22.55\|37425;2026-08-25\|22.52\|-0.44\|22.63\|22.79\|22.18\|41860;2026-08-26\|22.81\|1.29\|22.50\|23.07\|22.31\|43337;2026-08-27\|23.63\|3.59\|22.79\|23.95\|22.69\|56162;2026-08-28\|23.73\|0.42\|23.63\|24.05\|23.53\|49243;2026-08-31\|22.09\|-6.91\|23.16\|23.70\|22.05\|111949;2026-09-01\|22.27\|0.81\|21.60\|22.47\|21.58\|48163;2026-09-02\|21.96\|-1.39\|22.58\|22.96\|21.78\|39400;2026-09-03\|22.19\|1.05\|21.97\|22.27\|21.80\|25469;2026-09-04\|22.16\|-0.14\|22.33\|22.88\|22.06\|40846;2026-09-07\|22.86\|3.16\|22.19\|23.03\|22.02\|54731;2026-09-08\|23.00\|0.61\|22.95\|23.87\|22.90\|53211;2026-09-09\|22.80\|-0.87\|22.92\|23.05\|22.55\|50564;2026-09-10\|22.67\|-0.57\|22.85\|22.91\|22.28\|30408;2026-09-11\|22.09\|-2.56\|22.50\|22.70\|21.82\|41425;2026-09-14\|21.19\|-4.07\|21.95\|22.00\|20.80\|46889;2026-09-15\|21.11\|-0.38\|21.30\|21.64\|21.05\|27203
113787	全国规模最大的光氢储一体化海上光伏示范项目建成	高纯晶硅+光伏龙头+海外放量行业原因： 1、4月10日，工信部在武汉召开2026年全国电子信息制造业高质量发展行业会议。会议强调，坚决破除光伏行业“内卷式”竞争，提升重点产业链供应链韧性与安全水平。 2、欧洲、澳洲户储需求高景气。中泰证券表示，光伏设备出海逻辑未变，看好海外需求释放。公司原因： 1、据2025年半年度报告，公司已形成超90万吨高纯晶硅、超150GW太阳能电池、超90GW组件产能，高纯晶硅及电池市占率截至2022年底连续多年全球第一，组件出货全球前五。 2、据2025年9月互动易，公司钙钛矿晶硅叠层电池效率已达34.69%，TNC 2.0组件功率提升25W以上，HJT组件效率25.46%，技术领先行业。 3、据2025年9月互动易，2025年上半年公司海外组件销量同比大幅增长，欧洲营销中心启用带动分销网络加密，产品已覆盖70余国家与地区，预计全年海外占比继续提升。 4、据2025年9月互动易，公司饲料业务稳健经营，水产饲料产销量全球前列，持续贡献稳定利润及现金流，助力穿越光伏产业周期。	公司为全球硅料龙头，电池片出货量连续多年行业第一，拟50亿控股全球第五大电池厂润阳股份	2026-05-12\|16.99\|-1.34\|17.22\|17.40\|16.70\|729117;2026-05-13\|17.21\|1.29\|16.86\|17.28\|16.82\|542575;2026-05-14\|16.94\|-1.57\|17.30\|17.84\|16.91\|873902;2026-05-15\|16.25\|-4.07\|16.83\|16.90\|16.10\|861665;2026-05-18\|16.07\|-1.11\|16.10\|16.22\|15.91\|439885;2026-05-19\|16.11\|0.25\|16.08\|16.18\|15.81\|450617;2026-05-20\|16.15\|0.25\|16.02\|16.47\|15.83\|540387;2026-05-21\|15.59\|-3.47\|16.25\|16.44\|15.57\|529943;2026-05-22\|16.10\|3.27\|15.65\|16.10\|15.42\|504736;2026-05-25\|15.60\|-3.11\|15.86\|15.86\|15.44\|549886;2026-05-26\|15.30\|-1.92\|15.48\|15.58\|15.14\|463366;2026-05-27\|15.33\|0.20\|15.27\|15.87\|15.16\|623445;2026-05-28\|15.13\|-1.30\|15.29\|15.30\|14.85\|477868;2026-05-29\|14.77\|-2.38\|15.14\|15.23\|14.76\|517988;2026-06-01\|14.53\|-1.62\|14.60\|14.88\|14.50\|403420;2026-06-02\|14.11\|-2.89\|14.58\|14.60\|13.96\|504091;2026-06-03\|13.98\|-0.92\|14.09\|14.24\|13.94\|383288;2026-06-04\|13.89\|-0.64\|13.90\|14.16\|13.77\|452229;2026-06-05\|13.60\|-2.09\|13.82\|13.92\|13.50\|459167;2026-06-08\|12.89\|-5.22\|13.31\|13.48\|12.81\|537674;2026-06-09\|13.17\|2.17\|13.05\|13.19\|12.69\|464538;2026-06-10\|13.97\|6.07\|13.00\|14.16\|12.69\|779688;2026-06-11\|14.20\|1.65\|13.60\|14.33\|13.50\|1019064;2026-06-12\|13.70\|-3.52\|14.20\|14.32\|13.70\|919217;2026-06-15\|13.57\|-0.95\|13.58\|13.69\|13.42\|537438;2026-06-16\|13.51\|-0.44\|13.36\|13.74\|13.31\|518143;2026-06-17\|13.18\|-2.44\|13.45\|13.53\|13.12\|488494;2026-06-18\|12.85\|-2.50\|13.17\|13.18\|12.82\|503342;2026-06-22\|13.00\|1.17\|12.80\|13.04\|12.40\|805239;2026-06-23\|12.36\|-4.92\|12.95\|13.10\|12.35\|612730;2026-06-24\|12.24\|-0.97\|12.35\|12.42\|12.03\|534429;2026-06-25\|12.25\|0.08\|12.19\|12.48\|12.07\|584449;2026-06-26\|11.96\|-2.37\|12.24\|12.77\|11.95\|842411;2026-06-29\|12.03\|0.59\|11.96\|12.16\|11.65\|654918;2026-06-30\|12.11\|0.67\|11.89\|12.31\|11.89\|551741;2026-07-01\|12.54\|3.55\|12.08\|12.77\|11.84\|857445;2026-07-02\|12.09\|-3.59\|12.38\|12.59\|12.06\|631506;2026-07-03\|11.80\|-2.40\|12.10\|12.17\|11.69\|657898;2026-07-06\|11.64\|-1.36\|11.80\|12.02\|11.61\|564464;2026-07-07\|11.45\|-1.63\|11.66\|11.74\|11.41\|445889;2026-07-08\|11.12\|-2.88\|11.50\|11.61\|11.11\|481130;2026-07-09\|11.09\|-0.27\|11.12\|11.20\|10.85\|511604;2026-07-10\|11.36\|2.43\|11.19\|11.68\|11.11\|752587;2026-07-13\|10.68\|-5.99\|11.31\|11.33\|10.67\|634911;2026-07-14\|10.68\|0.00\|10.71\|10.78\|10.52\|411767;2026-07-15\|10.80\|1.12\|10.56\|11.00\|10.51\|548819;2026-07-16\|10.72\|-0.74\|10.75\|10.92\|10.61\|389664;2026-07-17\|10.48\|-2.24\|10.72\|10.85\|10.42\|546482;2026-07-20\|10.60\|1.15\|10.44\|10.67\|10.32\|514603;2026-07-21\|10.72\|1.13\|10.61\|10.74\|10.52\|541482;2026-07-22\|11.09\|3.45\|10.66\|11.14\|10.56\|697746;2026-07-23\|11.60\|4.60\|11.00\|11.64\|10.98\|707025;2026-07-24\|11.14\|-3.97\|11.50\|11.62\|11.12\|411900;2026-07-27\|11.17\|0.27\|11.15\|11.24\|11.08\|431352;2026-07-28\|11.19\|0.18\|11.05\|11.31\|11.01\|333625;2026-07-29\|11.54\|3.13\|11.15\|11.64\|11.13\|649759;2026-07-30\|11.69\|1.30\|11.42\|12.19\|11.41\|748918;2026-07-31\|11.68\|-0.09\|11.56\|11.79\|11.52\|477541;2026-08-03\|12.85\|10.02\|11.90\|12.85\|11.90\|1245658;2026-08-04\|12.84\|-0.08\|12.97\|13.00\|12.68\|1063265;2026-08-05\|12.79\|-0.39\|12.82\|12.98\|12.45\|787552;2026-08-06\|12.31\|-3.75\|12.60\|12.76\|12.12\|853263;2026-08-07\|13.08\|6.26\|12.92\|13.40\|12.65\|1519962;2026-08-10\|12.71\|-2.83\|12.88\|13.00\|12.65\|904077;2026-08-11\|12.84\|1.02\|12.60\|13.05\|12.50\|709863;2026-08-12\|13.49\|5.06\|12.74\|13.65\|12.70\|1305087;2026-08-13\|12.89\|-4.45\|13.40\|13.45\|12.86\|1040588;2026-08-14\|12.80\|-0.70\|12.83\|13.00\|12.67\|552371;2026-08-17\|12.91\|0.86\|13.10\|13.26\|12.86\|637271;2026-08-18\|12.78\|-1.01\|12.80\|12.99\|12.66\|518618;2026-08-19\|12.30\|-3.76\|12.61\|12.69\|12.27\|489817;2026-08-20\|12.32\|0.16\|12.32\|12.45\|12.24\|301269;2026-08-21\|12.43\|0.89\|12.30\|12.63\|12.26\|458634;2026-08-24\|12.12\|-2.49\|12.26\|12.55\|11.99\|417501;2026-08-25\|12.01\|-0.91\|12.04\|12.12\|11.90\|293908;2026-08-26\|12.01\|0.00\|12.00\|12.19\|12.00\|299209;2026-08-27\|11.90\|-0.92\|11.95\|11.96\|11.69\|353361;2026-08-28\|11.96\|0.50\|11.84\|12.03\|11.82\|336148;2026-08-31\|11.59\|-3.09\|11.75\|11.84\|11.45\|432369;2026-09-01\|11.82\|1.98\|11.58\|11.93\|11.50\|396468;2026-09-02\|11.36\|-3.89\|11.73\|11.79\|11.35\|388315;2026-09-03\|11.28\|-0.70\|11.42\|11.49\|11.23\|211525;2026-09-04\|11.39\|0.98\|11.34\|11.58\|11.32\|351965;2026-09-07\|11.67\|2.46\|11.36\|11.69\|11.33\|342086;2026-09-08\|11.86\|1.63\|11.64\|11.97\|11.63\|431569;2026-09-09\|11.71\|-1.26\|11.87\|12.11\|11.67\|309496;2026-09-10\|11.50\|-1.79\|11.65\|11.70\|11.49\|222102;2026-09-11\|11.05\|-3.91\|11.43\|11.45\|10.98\|388929;2026-09-14\|11.27\|1.99\|11.02\|11.40\|10.97\|310701;2026-09-15\|11.15\|-1.06\|11.24\|11.37\|11.12\|216301
113786	全国规模最大的光氢储一体化海上光伏示范项目建成	光伏组件+BC电池+储能布局行业原因： 1、商业航天产业带动太空光伏成为新赛道，钧达股份等龙头提振板块情绪。国际能源署预计到2040年太空光伏市场规模将突破5000亿美元。 2、中信建投1月23日研报指出，银价高企倒逼铜代银技术加速落地，降本路径清晰提升设备端盈利预期。公司原因： 1、据2026年1月19日公告，公司预计2025年亏损60-65亿元，四季度银价飙升致成本承压，但BC二代产品良率达标并快速放量，贱金属替代银浆技术中试完成并启动规模化产能建设。 2、据2025年11月13日陕西省市场监管局公示及2026年1月5日机构调研，公司拟通过收购股权、增资及表决权委托取得苏州精控能源约61.9998%表决权切入储能赛道，并规划国内、欧洲、美国、澳洲为重点市场。 3、据2025年10月31日披露的第三季度报告及互动易，公司前三季度BC组件销量14.48GW，预计2025年末BC电池产能超50GW，组件出货量目标80-90GW，BC占比逾25%，为全球最大单晶光伏制造商。	全球最大的单晶硅片和组件制造企业；公司拟取得精控能源约61.9998%表决权，正式进军储能	2026-05-12\|16.70\|0.54\|16.65\|16.91\|16.38\|1973452;2026-05-13\|16.78\|0.48\|16.51\|16.82\|16.45\|1433680;2026-05-14\|16.30\|-2.86\|16.79\|17.04\|16.30\|2094691;2026-05-15\|15.60\|-4.29\|16.28\|16.28\|15.55\|2457676;2026-05-18\|15.14\|-2.95\|15.45\|15.46\|15.05\|1553263;2026-05-19\|15.24\|0.66\|15.15\|15.32\|15.01\|1188545;2026-05-20\|15.35\|0.72\|15.26\|15.65\|15.08\|1373087;2026-05-21\|14.79\|-3.65\|15.36\|15.46\|14.74\|1518486;2026-05-22\|15.04\|1.69\|14.95\|15.10\|14.73\|1084894;2026-05-25\|14.85\|-1.26\|15.04\|15.08\|14.73\|1124445;2026-05-26\|14.60\|-1.68\|14.77\|14.84\|14.39\|1464137;2026-05-27\|14.36\|-1.64\|14.61\|15.12\|14.31\|1835594;2026-05-28\|14.35\|-0.07\|14.26\|14.42\|14.10\|1233381;2026-05-29\|13.89\|-3.21\|14.33\|14.33\|13.85\|1614465;2026-06-01\|13.68\|-1.51\|13.86\|14.08\|13.65\|1394094;2026-06-02\|13.48\|-1.46\|13.70\|13.76\|13.25\|1455342;2026-06-03\|13.42\|-0.45\|13.48\|13.81\|13.38\|1437242;2026-06-04\|13.34\|-0.60\|13.33\|13.52\|13.19\|1060962;2026-06-05\|13.13\|-1.57\|13.34\|13.43\|13.03\|1259114;2026-06-08\|12.44\|-5.26\|12.90\|13.05\|12.39\|1793661;2026-06-09\|12.94\|4.02\|12.67\|12.96\|12.22\|1714808;2026-06-10\|14.08\|8.81\|12.72\|14.22\|12.65\|2554960;2026-06-11\|13.64\|-3.12\|13.75\|13.90\|13.42\|2419388;2026-06-12\|13.46\|-1.32\|13.63\|13.87\|13.42\|1869736;2026-06-15\|13.38\|-0.59\|13.42\|13.48\|13.20\|1296218;2026-06-16\|13.30\|-0.60\|13.30\|13.52\|13.23\|1191302;2026-06-17\|13.07\|-1.73\|13.35\|13.45\|13.01\|1259561;2026-06-18\|12.84\|-1.76\|13.00\|13.07\|12.71\|1337774;2026-06-22\|13.23\|3.04\|12.77\|13.34\|12.56\|1754736;2026-06-23\|12.61\|-4.69\|13.18\|13.20\|12.60\|1356821;2026-06-24\|12.45\|-1.27\|12.58\|12.67\|12.31\|1084906;2026-06-25\|12.61\|1.29\|12.41\|12.90\|12.31\|1499162;2026-06-26\|12.67\|0.48\|12.80\|13.43\|12.63\|2263439;2026-06-29\|12.81\|1.10\|12.51\|12.93\|12.44\|1563830;2026-06-30\|13.12\|2.42\|12.73\|13.34\|12.70\|1683359;2026-07-01\|13.19\|0.53\|13.13\|13.54\|12.76\|2046392;2026-07-02\|12.78\|-3.11\|13.01\|13.21\|12.76\|1541651;2026-07-03\|12.55\|-1.80\|12.80\|12.85\|12.53\|1245429;2026-07-06\|12.35\|-1.59\|12.50\|12.63\|12.34\|988767;2026-07-07\|12.21\|-1.13\|12.36\|12.42\|12.21\|859203;2026-07-08\|11.74\|-3.85\|12.15\|12.19\|11.73\|1239336;2026-07-09\|11.83\|0.77\|11.70\|11.85\|11.51\|1033902;2026-07-10\|12.11\|2.37\|11.89\|12.42\|11.80\|1376751;2026-07-13\|11.63\|-3.96\|12.14\|12.14\|11.62\|1051808;2026-07-14\|11.73\|0.86\|11.62\|11.73\|11.45\|792765;2026-07-15\|12.00\|2.30\|11.55\|12.18\|11.41\|1480984;2026-07-16\|11.86\|-1.17\|11.88\|12.02\|11.80\|936401;2026-07-17\|11.75\|-0.93\|11.81\|11.98\|11.70\|1034578;2026-07-20\|12.00\|2.13\|11.75\|12.03\|11.70\|1231704;2026-07-21\|11.93\|-0.58\|12.14\|12.14\|11.80\|1048630;2026-07-22\|12.57\|5.36\|11.87\|12.69\|11.80\|2499703;2026-07-23\|12.80\|1.83\|12.60\|12.82\|12.45\|1411502;2026-07-24\|12.42\|-2.97\|12.82\|12.82\|12.38\|1044716;2026-07-27\|12.64\|1.77\|12.69\|12.69\|12.37\|856526;2026-07-28\|12.68\|0.32\|12.52\|12.75\|12.49\|771746;2026-07-29\|12.81\|1.03\|12.86\|13.06\|12.51\|1468053;2026-07-30\|13.02\|1.64\|12.70\|13.28\|12.69\|1534032;2026-07-31\|12.99\|-0.23\|12.88\|13.09\|12.85\|943520;2026-08-03\|13.28\|2.23\|13.00\|13.37\|12.98\|1477367;2026-08-04\|13.07\|-1.58\|13.18\|13.24\|13.04\|1104881;2026-08-05\|12.97\|-0.77\|13.05\|13.09\|12.86\|1116056;2026-08-06\|12.74\|-1.77\|12.87\|12.97\|12.64\|1085497;2026-08-07\|12.93\|1.49\|12.75\|13.18\|12.75\|1475549;2026-08-10\|12.94\|0.08\|12.87\|13.06\|12.82\|775235;2026-08-11\|12.79\|-1.16\|12.94\|12.99\|12.78\|797428;2026-08-12\|13.14\|2.74\|12.79\|13.18\|12.71\|1381615;2026-08-13\|12.70\|-3.35\|13.05\|13.12\|12.68\|1313257;2026-08-14\|12.65\|-0.39\|12.72\|12.80\|12.56\|776622;2026-08-17\|12.83\|1.42\|12.75\|12.90\|12.66\|770030;2026-08-18\|12.84\|0.08\|12.78\|12.94\|12.67\|774085;2026-08-19\|12.45\|-3.04\|12.75\|12.77\|12.35\|985160;2026-08-20\|12.41\|-0.32\|12.45\|12.60\|12.36\|544122;2026-08-21\|12.42\|0.08\|12.36\|12.58\|12.33\|544476;2026-08-24\|12.15\|-2.17\|12.40\|12.53\|12.13\|614089;2026-08-25\|12.17\|0.16\|12.09\|12.19\|12.02\|466846;2026-08-26\|12.28\|0.90\|12.18\|12.40\|12.17\|566889;2026-08-27\|12.15\|-1.06\|12.21\|12.24\|11.96\|707543;2026-08-28\|12.43\|2.30\|12.10\|12.47\|12.09\|872055;2026-08-31\|12.07\|-2.90\|12.29\|12.34\|11.93\|1186217;2026-09-01\|12.07\|0.00\|12.04\|12.14\|11.98\|716279;2026-09-02\|11.75\|-2.65\|12.03\|12.04\|11.75\|816532;2026-09-03\|11.70\|-0.43\|11.76\|11.83\|11.68\|503513;2026-09-04\|11.77\|0.60\|11.68\|11.92\|11.68\|706947;2026-09-07\|11.88\|0.93\|11.80\|11.91\|11.69\|519102;2026-09-08\|11.88\|0.00\|11.86\|11.99\|11.83\|560147;2026-09-09\|11.83\|-0.42\|11.90\|11.94\|11.78\|418029;2026-09-10\|11.70\|-1.10\|11.80\|11.80\|11.68\|402225;2026-09-11\|11.32\|-3.25\|11.64\|11.64\|11.27\|851657;2026-09-14\|11.33\|0.09\|11.30\|11.37\|11.17\|440612;2026-09-15\|11.08\|-2.21\|11.28\|11.35\|11.06\|594805
113785	全国规模最大的光氢储一体化海上光伏示范项目建成	光伏组件+储能+光储一体化行业原因： 1、光伏电池组件板块尾盘拉升，晶澳科技、爱旭股份触及涨停，隆基绿能、天合光能涨超8%。期货方面，多晶硅主连同步拉升近5%。 2、据财闻，有消息称，6月中旬，工信部将发布第三项光伏组件强制性国家标准，该标准针对能效提出新要求，按照过往行业口径，预计将清退约30%落后产能。财闻就该消息向工信部进行核实，接听电话的工作人员表示暂不了解相关情况，会向业务处室进一步核实。公司原因： 1、据2026年6月9日证券日报报道，公司在SNEC 2026展会上展示集光伏发电、储能储电、智能调度、全周期运维于一体的综合服务能力，推进光储智一体化战略；据2025年年度报告，公司储能业务以“光储+X”一体化为核心发展方向，构建覆盖大型储能、工商业储能、户用储能的全谱系产品体系，业务已初步建立覆盖欧洲、中东非洲等全球重点区域的布局。 2、据2026年5月6日投资者关系活动记录表，受上游原材料涨价影响，组件价格自2025年底起环比上升，行业仍处反内卷调整期，价格处于相对合理区间；公司推出的高功率组件产品较普通产品具备每瓦5至8分钱的溢价空间，海外市场溢价更为显著。 3、据2025年年度报告及2026年6月9日互动易，公司2025年电池组件出货量69.563GW，其中组件海外出货占比51.29%，2026年一季度提高至77.16%，公司将持续优化业务与产品结构，推进多元化业务实现“光储一体化”战略。	公司为全球领先的一体化光伏龙头，产业链覆盖硅片、电池、组件及光伏电站，全球市场占有率为10%，组件出货量稳居全球前3	2026-05-12\|11.12\|0.91\|11.00\|11.15\|10.74\|881811;2026-05-13\|11.18\|0.54\|11.00\|11.21\|10.91\|638730;2026-05-14\|10.94\|-2.15\|11.16\|11.39\|10.91\|785055;2026-05-15\|10.37\|-5.21\|10.91\|10.93\|10.32\|1022571;2026-05-18\|10.26\|-1.06\|10.28\|10.40\|10.15\|462689;2026-05-19\|10.19\|-0.68\|10.26\|10.38\|9.92\|673547;2026-05-20\|10.05\|-1.37\|10.09\|10.25\|9.96\|512019;2026-05-21\|9.67\|-3.78\|10.08\|10.22\|9.66\|617144;2026-05-22\|9.83\|1.65\|9.77\|9.88\|9.58\|491632;2026-05-25\|9.64\|-1.93\|9.83\|9.85\|9.52\|452729;2026-05-26\|9.47\|-1.76\|9.55\|9.62\|9.31\|451976;2026-05-27\|9.36\|-1.16\|9.45\|9.79\|9.31\|613599;2026-05-28\|9.48\|1.28\|9.32\|9.51\|9.18\|465320;2026-05-29\|9.11\|-3.90\|9.47\|9.49\|9.08\|569737;2026-06-01\|9.06\|-0.55\|9.08\|9.24\|9.03\|395700;2026-06-02\|8.76\|-3.31\|9.07\|9.09\|8.69\|573660;2026-06-03\|8.68\|-0.91\|8.77\|8.86\|8.65\|402916;2026-06-04\|8.62\|-0.69\|8.59\|8.73\|8.49\|440531;2026-06-05\|8.44\|-2.09\|8.62\|8.68\|8.40\|490555;2026-06-08\|8.04\|-4.74\|8.28\|8.45\|7.99\|526852;2026-06-09\|8.32\|3.48\|8.09\|8.33\|7.92\|545451;2026-06-10\|9.15\|9.98\|8.23\|9.15\|8.02\|827309;2026-06-11\|8.90\|-2.73\|9.06\|9.16\|8.75\|991964;2026-06-12\|8.85\|-0.56\|8.93\|9.08\|8.76\|1083248;2026-06-15\|8.70\|-1.69\|8.80\|8.81\|8.56\|707425;2026-06-16\|8.69\|-0.11\|8.62\|8.74\|8.53\|521529;2026-06-17\|8.47\|-2.53\|8.69\|8.76\|8.41\|553797;2026-06-18\|8.33\|-1.65\|8.51\|8.51\|8.27\|496436;2026-06-22\|8.45\|1.44\|8.25\|8.52\|8.08\|585296;2026-06-23\|8.07\|-4.50\|8.36\|8.47\|8.05\|530942;2026-06-24\|8.05\|-0.25\|8.03\|8.14\|7.88\|471082;2026-06-25\|8.05\|0.00\|7.97\|8.22\|7.88\|509284;2026-06-26\|7.90\|-1.86\|8.05\|8.44\|7.88\|780430;2026-06-29\|7.88\|-0.25\|7.76\|8.01\|7.70\|505271;2026-06-30\|8.10\|2.79\|7.87\|8.18\|7.84\|577407;2026-07-01\|8.72\|7.65\|8.07\|8.91\|7.99\|1269385;2026-07-02\|9.05\|3.78\|8.69\|9.55\|8.59\|1672491;2026-07-03\|8.27\|-8.62\|9.00\|9.08\|8.25\|1264594;2026-07-06\|8.03\|-2.90\|8.39\|8.58\|8.02\|683160;2026-07-07\|7.86\|-2.12\|8.00\|8.19\|7.86\|572638;2026-07-08\|7.52\|-4.33\|7.86\|7.90\|7.50\|599100;2026-07-09\|7.50\|-0.27\|7.50\|7.57\|7.29\|415583;2026-07-10\|7.61\|1.47\|7.53\|7.82\|7.44\|554604;2026-07-13\|7.03\|-7.62\|7.52\|7.55\|7.00\|649853;2026-07-14\|7.08\|0.71\|7.02\|7.08\|6.92\|324881;2026-07-15\|7.18\|1.41\|6.99\|7.29\|6.97\|416935;2026-07-16\|7.10\|-1.11\|7.11\|7.25\|7.00\|321852;2026-07-17\|6.96\|-1.97\|7.07\|7.19\|6.91\|389964;2026-07-20\|7.06\|1.44\|6.96\|7.07\|6.79\|421034;2026-07-21\|7.11\|0.71\|7.04\|7.13\|6.97\|396144;2026-07-22\|7.29\|2.53\|7.06\|7.45\|7.00\|554576;2026-07-23\|7.46\|2.33\|7.21\|7.49\|7.19\|476067;2026-07-24\|7.02\|-5.90\|7.41\|7.46\|7.02\|449758;2026-07-27\|7.22\|2.85\|7.05\|7.22\|7.02\|301489;2026-07-28\|7.20\|-0.28\|7.13\|7.29\|7.11\|247971;2026-07-29\|7.39\|2.64\|7.21\|7.44\|7.14\|496192;2026-07-30\|7.51\|1.62\|7.32\|7.70\|7.30\|511388;2026-07-31\|7.51\|0.00\|7.47\|7.62\|7.45\|357833;2026-08-03\|7.89\|5.06\|7.50\|7.93\|7.50\|787898;2026-08-04\|7.79\|-1.27\|7.92\|7.95\|7.75\|397239;2026-08-05\|7.78\|-0.13\|7.75\|7.84\|7.70\|315989;2026-08-06\|7.65\|-1.67\|7.75\|7.84\|7.59\|428860;2026-08-07\|7.72\|0.92\|7.72\|7.84\|7.62\|429581;2026-08-10\|7.80\|1.04\|7.72\|7.85\|7.58\|371000;2026-08-11\|7.69\|-1.41\|7.76\|7.84\|7.69\|355665;2026-08-12\|7.94\|3.25\|7.69\|7.98\|7.66\|504187;2026-08-13\|7.62\|-4.03\|7.90\|7.95\|7.61\|493862;2026-08-14\|7.56\|-0.79\|7.66\|7.67\|7.48\|347650;2026-08-17\|7.70\|1.85\|7.63\|7.74\|7.59\|320928;2026-08-18\|7.65\|-0.65\|7.61\|7.75\|7.50\|341027;2026-08-19\|7.29\|-4.71\|7.53\|7.59\|7.27\|373452;2026-08-20\|7.30\|0.14\|7.34\|7.39\|7.28\|231341;2026-08-21\|7.30\|0.00\|7.24\|7.37\|7.23\|234254;2026-08-24\|7.15\|-2.05\|7.27\|7.44\|7.12\|274037;2026-08-25\|7.23\|1.12\|7.12\|7.24\|7.09\|226369;2026-08-26\|7.27\|0.55\|7.19\|7.34\|7.19\|193018;2026-08-27\|7.18\|-1.24\|7.24\|7.25\|7.06\|310863;2026-08-28\|7.30\|1.67\|7.18\|7.34\|7.14\|304211;2026-08-31\|6.97\|-4.52\|7.22\|7.26\|6.97\|789203;2026-09-01\|7.03\|0.86\|6.94\|7.09\|6.92\|314935;2026-09-02\|6.81\|-3.13\|7.00\|7.06\|6.81\|390635;2026-09-03\|6.71\|-1.47\|6.85\|6.88\|6.71\|340771;2026-09-04\|6.73\|0.30\|6.75\|6.86\|6.73\|368772;2026-09-07\|6.86\|1.93\|6.74\|6.86\|6.70\|312594;2026-09-08\|6.92\|0.87\|6.84\|6.97\|6.82\|289706;2026-09-09\|6.89\|-0.43\|6.94\|6.96\|6.85\|184966;2026-09-10\|6.83\|-0.87\|6.85\|6.88\|6.76\|198276;2026-09-11\|6.64\|-2.78\|6.79\|6.82\|6.57\|365955;2026-09-14\|6.66\|0.30\|6.60\|6.69\|6.57\|199909;2026-09-15\|6.57\|-1.35\|6.64\|6.68\|6.55\|198842
113784	全国规模最大的光氢储一体化海上光伏示范项目建成	BC电池+海外订单饱满+产能出清预期行业原因： 1、光伏电池组件板块尾盘拉升，晶澳科技、爱旭股份触及涨停，隆基绿能、天合光能涨超8%。期货方面，多晶硅主连同步拉升近5%。 2、据财闻，有消息称，6月中旬，工信部将发布第三项光伏组件强制性国家标准，该标准针对能效提出新要求，按照过往行业口径，预计将清退约30%落后产能。财闻就该消息向工信部进行核实，接听电话的工作人员表示暂不了解相关情况，会向业务处室进一步核实。公司原因： 1、据2026年6月9日互动易，公司作为N型BC技术引领者，已申请1000余项专利，ABC组件最高效率可达26%，且具备领先的无银铜互联金属化技术；ABC组件订单饱满，海外占比持续增长，并在亚洲、非洲等区域中标多个大容量标杆性项目。 2、据澎湃2026年6月8日报道，公司董事长在SNEC展会期间表示，光伏产能已接近出清，本轮下行周期已到尾声。 3、据2025年年度报告及2026年5月14日机构调研，公司ABC组件2025年销售量达14.71GW，同比增长132%，2026年一季度出货约4GW，在手订单超10GW，海外销售占比约60%，经营情况向好。	全球太阳能电池的主要供应商；公司拥有业内领先的高效太阳能电池研发、制造技术和生产供应能力，已建成三个生产基地，全球大尺寸太阳能电池生产量第一	2026-05-12\|14.67\|-0.41\|14.72\|14.92\|14.41\|433259;2026-05-13\|14.56\|-0.75\|14.53\|14.74\|14.42\|355354;2026-05-14\|14.10\|-3.16\|14.61\|14.76\|14.01\|492205;2026-05-15\|13.37\|-5.18\|14.10\|14.12\|13.22\|820865;2026-05-18\|12.95\|-3.14\|13.30\|13.35\|12.87\|553260;2026-05-19\|13.18\|1.78\|12.91\|13.19\|12.63\|481177;2026-05-20\|13.17\|-0.08\|13.04\|13.27\|12.81\|369671;2026-05-21\|12.45\|-5.47\|13.20\|13.21\|12.42\|425738;2026-05-22\|12.71\|2.09\|12.59\|12.76\|12.40\|303515;2026-05-25\|12.74\|0.24\|12.72\|12.76\|12.20\|441317;2026-05-26\|12.99\|1.96\|12.66\|13.00\|12.45\|386786;2026-05-27\|12.54\|-3.46\|12.99\|13.26\|12.48\|383197;2026-05-28\|12.41\|-1.04\|12.53\|12.60\|12.30\|334923;2026-05-29\|12.10\|-2.50\|12.41\|12.50\|11.91\|394267;2026-06-01\|12.28\|1.49\|12.28\|12.79\|12.05\|367226;2026-06-02\|11.79\|-3.99\|12.27\|12.32\|11.68\|381828;2026-06-03\|11.69\|-0.85\|11.80\|11.99\|11.62\|233689;2026-06-04\|11.51\|-1.54\|11.56\|11.69\|11.38\|256155;2026-06-05\|11.21\|-2.61\|11.60\|11.62\|11.18\|305488;2026-06-08\|10.70\|-4.55\|11.02\|11.26\|10.54\|369013;2026-06-09\|10.97\|2.52\|10.83\|10.97\|10.47\|276928;2026-06-10\|12.07\|10.03\|10.73\|12.07\|10.54\|642603;2026-06-11\|12.54\|3.89\|12.07\|13.04\|12.07\|1060366;2026-06-12\|12.70\|1.28\|12.45\|13.27\|12.31\|761842;2026-06-15\|12.74\|0.32\|12.50\|12.91\|12.33\|547384;2026-06-16\|13.01\|2.12\|12.75\|13.30\|12.50\|479187;2026-06-17\|12.65\|-2.77\|13.01\|13.24\|12.59\|446177;2026-06-18\|12.58\|-0.55\|12.58\|12.68\|12.43\|333000;2026-06-22\|13.11\|4.21\|12.50\|13.35\|12.40\|518001;2026-06-23\|12.61\|-3.81\|13.01\|13.30\|12.48\|433174;2026-06-24\|12.81\|1.59\|12.65\|13.10\|12.50\|405385;2026-06-25\|13.16\|2.73\|12.64\|13.58\|12.63\|551540;2026-06-26\|12.78\|-2.89\|13.19\|13.44\|12.75\|507399;2026-06-29\|13.10\|2.50\|12.63\|13.11\|12.48\|541673;2026-06-30\|13.85\|5.73\|13.03\|14.05\|12.94\|692647;2026-07-01\|13.86\|0.07\|13.76\|14.47\|13.30\|623871;2026-07-02\|13.55\|-2.24\|13.69\|14.04\|13.34\|519104;2026-07-03\|13.36\|-1.40\|13.41\|13.78\|13.29\|340440;2026-07-06\|13.06\|-2.25\|13.40\|13.65\|12.88\|322992;2026-07-07\|12.61\|-3.45\|13.06\|13.18\|12.60\|237283;2026-07-08\|11.80\|-6.42\|12.56\|12.69\|11.80\|460077;2026-07-09\|11.86\|0.51\|11.83\|11.99\|11.40\|284724;2026-07-10\|11.91\|0.42\|11.84\|12.45\|11.75\|311561;2026-07-13\|11.20\|-5.96\|11.90\|11.90\|11.02\|320406;2026-07-14\|11.31\|0.98\|11.24\|11.38\|10.98\|180912;2026-07-15\|12.44\|9.99\|11.21\|12.44\|11.19\|369511;2026-07-16\|12.36\|-0.64\|12.50\|12.64\|12.20\|469555;2026-07-17\|11.84\|-4.21\|12.44\|12.59\|11.81\|335065;2026-07-20\|11.36\|-4.05\|11.95\|12.14\|11.08\|358654;2026-07-21\|11.59\|2.02\|11.37\|11.59\|11.17\|274908;2026-07-22\|11.80\|1.81\|11.53\|11.96\|11.40\|356056;2026-07-23\|11.89\|0.76\|11.71\|11.97\|11.54\|345405;2026-07-24\|11.35\|-4.54\|11.71\|11.84\|11.31\|289563;2026-07-27\|11.58\|2.03\|11.34\|11.67\|11.28\|171483;2026-07-28\|11.95\|3.20\|11.45\|12.16\|11.41\|396041;2026-07-29\|12.05\|0.84\|11.90\|12.16\|11.63\|249183;2026-07-30\|12.36\|2.57\|11.99\|12.65\|11.90\|440322;2026-07-31\|12.36\|0.00\|12.26\|12.60\|12.21\|221169;2026-08-03\|12.52\|1.29\|12.46\|12.79\|12.40\|244017;2026-08-04\|12.40\|-0.96\|12.58\|12.60\|12.20\|229160;2026-08-05\|12.53\|1.05\|12.40\|12.66\|12.33\|196468;2026-08-06\|12.36\|-1.36\|12.52\|12.88\|12.20\|375645;2026-08-07\|12.18\|-1.46\|12.44\|12.70\|12.13\|337417;2026-08-10\|12.28\|0.82\|12.26\|12.47\|12.10\|249266;2026-08-11\|12.19\|-0.73\|12.16\|12.44\|11.96\|244300;2026-08-12\|12.66\|3.86\|12.13\|12.74\|12.12\|490658;2026-08-13\|12.15\|-4.03\|12.60\|12.67\|12.15\|403704;2026-08-14\|11.84\|-2.55\|12.10\|12.25\|11.75\|277472;2026-08-17\|12.16\|2.70\|11.89\|12.27\|11.89\|266746;2026-08-18\|12.45\|2.38\|12.10\|12.53\|12.06\|390215;2026-08-19\|11.80\|-5.22\|12.34\|12.35\|11.71\|375519;2026-08-20\|11.76\|-0.34\|11.88\|11.96\|11.63\|169562;2026-08-21\|11.82\|0.51\|11.76\|12.00\|11.62\|170590;2026-08-24\|11.45\|-3.13\|11.68\|11.95\|11.40\|203855;2026-08-25\|11.50\|0.44\|11.44\|11.52\|11.23\|155647;2026-08-26\|11.41\|-0.78\|11.52\|11.68\|11.39\|161147;2026-08-27\|11.40\|-0.09\|11.33\|11.41\|11.16\|184549;2026-08-28\|11.85\|3.95\|11.41\|11.95\|11.37\|346902;2026-08-31\|11.54\|-2.62\|11.72\|11.79\|11.31\|300431;2026-09-01\|11.49\|-0.43\|11.54\|11.62\|11.43\|155373;2026-09-02\|10.97\|-4.53\|11.45\|11.45\|10.95\|309932;2026-09-03\|10.93\|-0.36\|11.01\|11.15\|10.85\|133698;2026-09-04\|10.87\|-0.55\|10.98\|11.09\|10.84\|180671;2026-09-07\|11.07\|1.84\|10.89\|11.10\|10.78\|164409;2026-09-08\|10.99\|-0.72\|11.03\|11.22\|10.95\|138162;2026-09-09\|11.00\|0.09\|10.96\|11.05\|10.82\|129351;2026-09-10\|10.60\|-3.64\|10.90\|10.93\|10.57\|223484;2026-09-11\|10.16\|-4.15\|10.57\|10.57\|10.11\|206140;2026-09-14\|10.19\|0.30\|10.10\|10.26\|10.01\|109295;2026-09-15\|10.11\|-0.79\|10.50\|10.65\|10.10\|146509
113783	全国规模最大的光氢储一体化海上光伏示范项目建成	盐湖提锂+业绩预增+光伏+精细化工行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年3月17日公告，公司拟以所持青海锦泰钾肥15%股权再认购其3.375%股权，完成后合计持股18.375%，切入盐湖锂资源赛道。 2、据2026年3月11日业绩快报，2025年营收49,657.42万元、同比增43.4%，归母净利4,253.86万元实现扭亏，主因“精细化工+新能源”双主业协同发力。 3、据2025年4月18日年报，公司运营10座光伏电站，累计并网131.82MW，2024年发电量1.31亿kWh，全部售予国家电网。	公司拟收购优得新能源70%股权，标的是光伏电站运维国家标准规范起草单位，已在全国设立超100个县市级运维中心，服务网络覆盖华东、华南等高电价区域，历史运维电站规模超2000座	2026-05-12\|5.26\|-4.71\|5.49\|5.50\|5.16\|2931693;2026-05-13\|5.22\|-0.76\|5.21\|5.40\|5.18\|2396103;2026-05-14\|4.85\|-7.09\|5.23\|5.27\|4.85\|2583129;2026-05-15\|4.85\|0.00\|4.82\|4.88\|4.67\|1641343;2026-05-18\|4.91\|1.24\|4.85\|4.94\|4.80\|1125978;2026-05-19\|4.95\|0.81\|4.86\|5.00\|4.73\|1291231;2026-05-20\|4.77\|-3.64\|4.98\|4.98\|4.71\|1192797;2026-05-21\|4.49\|-5.87\|4.73\|4.79\|4.47\|1466588;2026-05-22\|4.58\|2.00\|4.50\|4.62\|4.44\|822091;2026-05-25\|4.60\|0.44\|4.59\|4.70\|4.55\|806609;2026-05-26\|4.42\|-3.91\|4.56\|4.56\|4.36\|846629;2026-05-27\|4.28\|-3.17\|4.39\|4.50\|4.26\|770054;2026-05-28\|4.42\|3.27\|4.27\|4.51\|4.24\|1027730;2026-05-29\|4.45\|0.68\|4.43\|4.58\|4.36\|1053844;2026-06-01\|4.72\|6.07\|4.46\|4.73\|4.45\|1596266;2026-06-02\|4.61\|-2.33\|4.64\|4.65\|4.47\|1134294;2026-06-03\|4.56\|-1.08\|4.64\|4.65\|4.51\|715988;2026-06-04\|4.41\|-3.29\|4.51\|4.67\|4.40\|809575;2026-06-05\|4.12\|-6.58\|4.36\|4.45\|4.09\|1163437;2026-06-08\|3.89\|-5.58\|3.97\|4.11\|3.86\|803370;2026-06-09\|3.97\|2.06\|3.94\|3.97\|3.85\|516793;2026-06-10\|4.37\|10.08\|3.94\|4.37\|3.90\|585759;2026-06-11\|4.20\|-3.89\|4.37\|4.55\|4.15\|1244274;2026-06-12\|4.16\|-0.95\|4.20\|4.28\|4.11\|765525;2026-06-15\|4.19\|0.72\|4.13\|4.25\|4.13\|648960;2026-06-16\|4.21\|0.48\|4.19\|4.23\|4.07\|748975;2026-06-17\|4.16\|-1.19\|4.19\|4.20\|4.08\|662429;2026-06-18\|4.02\|-3.37\|4.16\|4.19\|3.98\|703395;2026-06-22\|4.02\|0.00\|3.98\|4.09\|3.95\|635032;2026-06-23\|4.03\|0.25\|3.99\|4.14\|3.96\|695113;2026-06-24\|3.91\|-2.98\|4.00\|4.00\|3.77\|848127;2026-06-25\|3.81\|-2.56\|3.89\|4.01\|3.79\|617181;2026-06-26\|3.70\|-2.89\|3.81\|3.84\|3.70\|590387;2026-06-29\|3.61\|-2.43\|3.68\|3.78\|3.59\|594379;2026-06-30\|3.63\|0.55\|3.61\|3.68\|3.53\|569273;2026-07-01\|3.73\|2.75\|3.62\|3.88\|3.59\|679180;2026-07-02\|3.61\|-3.22\|3.76\|3.80\|3.60\|620923;2026-07-03\|3.52\|-2.49\|3.59\|3.63\|3.52\|507844;2026-07-06\|3.56\|1.14\|3.53\|3.73\|3.48\|706336;2026-07-07\|3.51\|-1.40\|3.53\|3.59\|3.44\|549781;2026-07-08\|3.38\|-3.70\|3.50\|3.50\|3.36\|521437;2026-07-09\|3.34\|-1.18\|3.38\|3.41\|3.25\|479782;2026-07-10\|3.44\|2.99\|3.31\|3.57\|3.31\|795358;2026-07-13\|3.24\|-5.81\|3.44\|3.44\|3.22\|544132;2026-07-14\|3.26\|0.62\|3.24\|3.28\|3.18\|368788;2026-07-15\|3.23\|-0.92\|3.26\|3.35\|3.21\|560567;2026-07-16\|3.23\|0.00\|3.23\|3.31\|3.18\|503199;2026-07-17\|3.11\|-3.72\|3.20\|3.26\|3.07\|628115;2026-07-20\|3.15\|1.29\|3.16\|3.23\|3.08\|639414;2026-07-21\|3.13\|-0.63\|3.12\|3.15\|2.90\|780936;2026-07-22\|3.20\|2.24\|3.12\|3.33\|3.08\|997055;2026-07-23\|3.39\|5.94\|3.15\|3.40\|3.14\|1259231;2026-07-24\|3.17\|-6.49\|3.32\|3.35\|3.17\|808380;2026-07-27\|3.28\|3.47\|3.14\|3.29\|3.11\|618241;2026-07-28\|3.26\|-0.61\|3.25\|3.35\|3.23\|557719;2026-07-29\|3.32\|1.84\|3.25\|3.34\|3.21\|673958;2026-07-30\|3.21\|-3.31\|3.30\|3.33\|3.20\|598856;2026-07-31\|3.28\|2.18\|3.25\|3.30\|3.23\|484060;2026-08-03\|3.38\|3.05\|3.28\|3.38\|3.28\|512535;2026-08-04\|3.41\|0.89\|3.40\|3.44\|3.36\|579134;2026-08-05\|3.43\|0.59\|3.40\|3.45\|3.38\|482777;2026-08-06\|3.38\|-1.46\|3.45\|3.46\|3.32\|423231;2026-08-07\|3.38\|0.00\|3.38\|3.39\|3.29\|376220;2026-08-10\|3.61\|6.80\|3.37\|3.62\|3.35\|1288674;2026-08-11\|3.97\|9.97\|3.62\|3.97\|3.56\|842603;2026-08-12\|3.85\|-3.02\|3.89\|3.92\|3.78\|1608251;2026-08-13\|3.72\|-3.38\|3.85\|3.87\|3.72\|965149;2026-08-14\|3.60\|-3.23\|3.73\|3.76\|3.57\|840728;2026-08-17\|3.55\|-1.39\|3.59\|3.59\|3.48\|649129;2026-08-18\|3.53\|-0.56\|3.55\|3.57\|3.49\|500813;2026-08-19\|3.30\|-6.52\|3.52\|3.53\|3.30\|674532;2026-08-20\|3.34\|1.21\|3.34\|3.43\|3.30\|386991;2026-08-21\|3.37\|0.90\|3.31\|3.37\|3.24\|376982;2026-08-24\|3.33\|-1.19\|3.37\|3.42\|3.28\|345024;2026-08-25\|3.38\|1.50\|3.31\|3.38\|3.29\|291722;2026-08-26\|3.41\|0.89\|3.36\|3.48\|3.35\|573779;2026-08-27\|3.44\|0.88\|3.38\|3.46\|3.35\|523996;2026-08-28\|3.44\|0.00\|3.45\|3.49\|3.40\|415233;2026-08-31\|3.37\|-2.03\|3.44\|3.44\|3.32\|431256;2026-09-01\|3.40\|0.89\|3.35\|3.43\|3.35\|360950;2026-09-02\|3.35\|-1.47\|3.38\|3.40\|3.33\|267975;2026-09-03\|3.30\|-1.49\|3.35\|3.37\|3.30\|297901;2026-09-04\|3.30\|0.00\|3.31\|3.36\|3.27\|311377;2026-09-07\|3.34\|1.21\|3.29\|3.38\|3.28\|317451;2026-09-08\|3.39\|1.50\|3.36\|3.40\|3.33\|371092;2026-09-09\|3.35\|-1.18\|3.40\|3.40\|3.33\|286318;2026-09-10\|3.39\|1.19\|3.33\|3.44\|3.30\|561388;2026-09-11\|3.34\|-1.47\|3.36\|3.37\|3.26\|526593;2026-09-14\|3.33\|-0.30\|3.31\|3.44\|3.30\|401703;2026-09-15\|3.25\|-2.40\|3.32\|3.33\|3.24\|358635
113782		浆纸一体化+复工复产+山东国资行业原因： 1、玖龙、建晖等龙头纸企春节前后密集停机，牛卡、瓦楞、白板纸供给显著收缩，节后提价预期强化。 2、龙头企业3月再发50元/吨涨价函，浆价上行与纸价联动，盈利修复通道打开。公司原因： 1、据2026年2月6日互动易，湛江晨鸣二厂已于2026年1月28日正式复产，寿光基地已全面复工，黄冈基地、江西基地二厂正常生产，产能利用率显著提升。 2、据2025年9月16日机构调研，银团贷款23.1亿元已批复并发放首笔资金，政府救助资本金10亿元到位，用于复工复产及流动性补充。 3、据2025年半年度报告及2024年年度报告，公司是国内首家实现木浆自给自足的现代化大型造纸企业，产品涵盖文化纸、白卡纸等7大系列200多个品种，具备完整浆纸一体化产业链。 4、据公司披露，最终控制人为寿光市国有资产监督管理局，具有山东国资背景。	A股造纸龙头，木浆自给率90%	2026-05-12\|2.41\|-2.82\|2.49\|2.50\|2.40\|287705;2026-05-13\|2.41\|0.00\|2.42\|2.43\|2.38\|155821;2026-05-14\|2.37\|-1.66\|2.42\|2.45\|2.37\|143863;2026-05-15\|2.35\|-0.84\|2.38\|2.39\|2.34\|133454;2026-05-18\|2.24\|-4.68\|2.36\|2.36\|2.23\|292638;2026-05-19\|2.29\|2.23\|2.27\|2.34\|2.25\|172248;2026-05-20\|2.26\|-1.31\|2.28\|2.32\|2.25\|129798;2026-05-21\|2.31\|2.21\|2.27\|2.37\|2.27\|240857;2026-05-22\|2.29\|-0.87\|2.30\|2.31\|2.27\|138700;2026-05-25\|2.30\|0.44\|2.29\|2.32\|2.27\|105891;2026-05-26\|2.37\|3.04\|2.30\|2.38\|2.28\|209088;2026-05-27\|2.35\|-0.84\|2.37\|2.41\|2.33\|157234;2026-05-28\|2.34\|-0.43\|2.33\|2.37\|2.33\|103202;2026-05-29\|2.28\|-2.56\|2.33\|2.33\|2.27\|136869;2026-06-01\|2.30\|0.88\|2.26\|2.30\|2.24\|90241;2026-06-02\|2.28\|-0.87\|2.30\|2.30\|2.26\|78125;2026-06-03\|2.22\|-2.63\|2.27\|2.28\|2.22\|153612;2026-06-04\|2.14\|-3.60\|2.21\|2.21\|2.13\|205695;2026-06-05\|2.15\|0.47\|2.14\|2.18\|2.13\|106728;2026-06-08\|2.08\|-3.26\|2.10\|2.14\|2.06\|155586;2026-06-09\|2.08\|0.00\|2.09\|2.13\|2.06\|126364;2026-06-10\|2.18\|4.81\|2.06\|2.18\|2.03\|258745;2026-06-11\|2.14\|-1.83\|2.16\|2.18\|2.10\|163568;2026-06-12\|2.17\|1.40\|2.12\|2.17\|2.12\|107782;2026-06-15\|2.17\|0.00\|2.18\|2.23\|2.16\|110807;2026-06-16\|2.14\|-1.38\|2.15\|2.16\|2.12\|86622;2026-06-17\|2.08\|-2.80\|2.13\|2.14\|2.08\|112081;2026-06-18\|2.08\|0.00\|2.08\|2.10\|2.06\|66871;2026-06-22\|2.06\|-0.96\|2.09\|2.10\|2.04\|107249;2026-06-23\|2.08\|0.97\|2.06\|2.09\|2.05\|93061;2026-06-24\|2.04\|-1.92\|2.07\|2.08\|2.03\|116341;2026-06-25\|1.94\|-4.90\|2.00\|2.01\|1.94\|208826;2026-06-26\|1.90\|-2.06\|1.88\|1.93\|1.84\|204681;2026-06-29\|1.93\|1.58\|1.90\|1.99\|1.85\|167116;2026-06-30\|1.88\|-2.59\|1.92\|1.92\|1.87\|110042;2026-07-01\|1.94\|3.19\|1.87\|1.94\|1.83\|184167;2026-07-02\|1.99\|2.58\|1.93\|2.01\|1.91\|165212;2026-07-03\|2.07\|4.02\|1.98\|2.08\|1.97\|165630;2026-07-06\|2.02\|-2.42\|2.07\|2.09\|2.02\|129287;2026-07-07\|2.04\|0.99\|2.03\|2.10\|1.99\|127612;2026-07-08\|2.03\|-0.49\|2.01\|2.05\|1.98\|88861;2026-07-09\|2.00\|-1.48\|2.02\|2.05\|1.99\|92476;2026-07-10\|2.00\|0.00\|2.01\|2.02\|1.94\|126389;2026-07-13\|1.94\|-3.00\|1.99\|1.99\|1.94\|86343;2026-07-14\|1.95\|0.52\|1.94\|1.98\|1.93\|55445;2026-07-15\|1.94\|-0.51\|1.95\|1.99\|1.93\|117758;2026-07-16\|1.93\|-0.52\|1.94\|1.96\|1.92\|98409;2026-07-17\|1.89\|-2.07\|1.93\|1.96\|1.88\|131277;2026-07-20\|1.88\|-0.53\|1.88\|1.93\|1.86\|104585;2026-07-21\|1.88\|0.00\|1.89\|1.89\|1.85\|78972;2026-07-22\|1.89\|0.53\|1.86\|1.89\|1.86\|92234;2026-07-23\|1.93\|2.12\|1.88\|1.97\|1.88\|135499;2026-07-24\|1.90\|-1.55\|1.92\|1.93\|1.90\|66113;2026-07-27\|1.92\|1.05\|1.90\|1.92\|1.88\|62673;2026-07-28\|1.92\|0.00\|1.91\|1.93\|1.90\|55245;2026-07-29\|1.96\|2.08\|1.92\|1.96\|1.92\|105205;2026-07-30\|1.95\|-0.51\|1.95\|1.99\|1.95\|96364;2026-07-31\|1.99\|2.05\|1.96\|1.99\|1.95\|84757;2026-08-03\|1.99\|0.00\|1.97\|1.99\|1.96\|85179;2026-08-04\|1.97\|-1.00\|2.00\|2.00\|1.96\|80416;2026-08-05\|1.95\|-1.02\|1.97\|1.97\|1.94\|69661;2026-08-06\|1.91\|-2.05\|1.94\|1.95\|1.89\|172021;2026-08-07\|1.89\|-1.05\|1.91\|1.91\|1.88\|101600;2026-08-10\|1.92\|1.59\|1.89\|1.92\|1.88\|98437;2026-08-11\|1.91\|-0.52\|1.91\|1.92\|1.90\|79814;2026-08-12\|1.93\|1.05\|1.91\|1.93\|1.90\|82156;2026-08-13\|1.91\|-1.04\|1.93\|1.94\|1.91\|91990;2026-08-14\|1.91\|0.00\|1.91\|1.93\|1.90\|74558;2026-08-17\|1.90\|-0.52\|1.90\|1.91\|1.88\|109418;2026-08-18\|1.88\|-1.05\|1.89\|1.90\|1.88\|80250;2026-08-19\|1.85\|-1.60\|1.87\|1.88\|1.85\|94337;2026-08-20\|1.87\|1.08\|1.86\|1.87\|1.85\|44124;2026-08-21\|1.88\|0.53\|1.87\|1.88\|1.85\|64972;2026-08-24\|1.86\|-1.06\|1.88\|1.88\|1.85\|61230;2026-08-25\|1.89\|1.61\|1.85\|1.89\|1.84\|99805;2026-08-26\|1.94\|2.65\|1.88\|1.97\|1.87\|200752;2026-08-27\|1.91\|-1.55\|1.93\|1.94\|1.90\|106060;2026-08-28\|1.93\|1.05\|1.92\|1.94\|1.91\|96161;2026-08-31\|1.91\|-1.04\|1.91\|1.93\|1.90\|77083;2026-09-01\|1.94\|1.57\|1.91\|1.94\|1.90\|78935;2026-09-02\|1.92\|-1.03\|1.93\|1.94\|1.92\|50905;2026-09-03\|1.91\|-0.52\|1.92\|1.94\|1.91\|65659;2026-09-04\|1.91\|0.00\|1.91\|1.93\|1.90\|60622;2026-09-07\|1.94\|1.57\|1.91\|1.95\|1.91\|105115;2026-09-08\|2.05\|5.67\|1.94\|2.08\|1.94\|336605;2026-09-09\|2.22\|8.29\|2.05\|2.23\|2.04\|484690;2026-09-10\|2.13\|-4.05\|2.20\|2.22\|2.10\|313556;2026-09-11\|2.11\|-0.94\|2.16\|2.17\|2.07\|193859;2026-09-14\|2.05\|-2.84\|2.09\|2.13\|2.02\|208618;2026-09-15\|2.00\|-2.44\|2.04\|2.04\|1.98\|118034
113781		涨停揭秘：法院裁定受理子公司恒力国贸重整，叠加ST板块整体回暖，困境反转逻辑获资金响应；涨停缘由：恒力国贸重整程序启动，有望剥离低效资产、引入战投并改善现金流；母公司债务化解节奏加快，市场预期重整方案将逐步明朗；资金逻辑：融资余额连续三日回升，深股通持仓小幅加仓，显示部分资金提前博弈重整进展，成交额放大伴随换手率跃升至15%以上；风险提示：重整存在重大不确定性，子公司资产负债率超90%，清偿率偏低，短期难有实质业绩改善	法院裁定受理子公司恒力国贸重整	2026-05-12\|3.02\|-2.58\|3.12\|3.13\|2.96\|131729;2026-05-13\|2.99\|-0.99\|3.02\|3.07\|2.98\|86592;2026-05-14\|3.04\|1.67\|3.00\|3.07\|2.85\|149627;2026-05-15\|2.96\|-2.63\|3.02\|3.02\|2.94\|102313;2026-05-18\|2.99\|1.01\|2.95\|3.03\|2.86\|78486;2026-05-19\|3.14\|5.02\|3.00\|3.14\|2.95\|81152;2026-05-20\|3.20\|1.91\|3.20\|3.30\|3.16\|138653;2026-05-21\|3.05\|-4.69\|3.19\|3.19\|3.05\|83691;2026-05-22\|3.08\|0.98\|3.03\|3.12\|3.03\|41729;2026-05-25\|3.00\|-2.60\|3.07\|3.09\|2.99\|48483;2026-05-26\|2.97\|-1.00\|3.01\|3.02\|2.87\|59254;2026-05-27\|2.97\|0.00\|2.96\|2.99\|2.92\|42111;2026-05-28\|3.02\|1.68\|2.96\|3.07\|2.95\|55375;2026-05-29\|3.03\|0.33\|3.01\|3.11\|3.01\|53395;2026-06-01\|3.04\|0.33\|3.03\|3.06\|2.99\|37277;2026-06-02\|2.99\|-1.64\|3.04\|3.04\|2.96\|46360;2026-06-03\|2.95\|-1.34\|2.99\|2.99\|2.93\|44991;2026-06-04\|2.91\|-1.36\|2.95\|2.96\|2.88\|44094;2026-06-05\|2.89\|-0.69\|2.92\|2.93\|2.87\|40163;2026-06-08\|2.78\|-3.81\|2.85\|2.87\|2.75\|66737;2026-06-09\|2.70\|-2.88\|2.79\|2.79\|2.65\|63775;2026-06-10\|2.84\|5.19\|2.71\|2.84\|2.63\|88832;2026-06-11\|2.79\|-1.76\|2.92\|2.96\|2.77\|101085;2026-06-12\|2.83\|1.43\|2.77\|2.87\|2.75\|54354;2026-06-15\|2.85\|0.71\|2.83\|2.94\|2.80\|62673;2026-06-16\|2.83\|-0.70\|2.85\|2.92\|2.80\|66489;2026-06-17\|2.73\|-3.53\|2.80\|2.80\|2.72\|50176;2026-06-18\|2.69\|-1.47\|2.70\|2.75\|2.67\|39491;2026-06-22\|2.73\|1.49\|2.68\|2.73\|2.63\|41409;2026-06-23\|2.77\|1.47\|2.71\|2.87\|2.70\|57253;2026-06-24\|2.76\|-0.36\|2.75\|2.81\|2.72\|49073;2026-06-25\|2.66\|-3.62\|2.76\|2.76\|2.64\|59205;2026-06-26\|2.60\|-2.26\|2.67\|2.67\|2.58\|53629;2026-06-29\|2.55\|-1.92\|2.60\|2.62\|2.50\|57136;2026-06-30\|2.53\|-0.78\|2.55\|2.59\|2.51\|42817;2026-07-01\|2.62\|3.56\|2.55\|2.65\|2.53\|70701;2026-07-02\|2.75\|4.96\|2.66\|2.75\|2.63\|66798;2026-07-03\|2.89\|5.09\|2.86\|2.89\|2.78\|130168;2026-07-06\|2.86\|-1.04\|2.98\|3.03\|2.82\|124038;2026-07-07\|2.72\|-4.90\|2.87\|2.88\|2.70\|73720;2026-07-08\|2.79\|2.57\|2.71\|2.84\|2.67\|51236;2026-07-09\|2.74\|-1.79\|2.79\|2.84\|2.73\|46408;2026-07-10\|2.71\|-1.09\|2.74\|2.75\|2.69\|56761;2026-07-13\|2.68\|-1.11\|2.68\|2.78\|2.67\|60338;2026-07-14\|2.68\|0.00\|2.60\|2.70\|2.60\|40240;2026-07-15\|2.54\|-5.22\|2.60\|2.64\|2.49\|110636;2026-07-16\|2.30\|-9.45\|2.54\|2.54\|2.29\|175430;2026-07-17\|2.21\|-3.91\|2.27\|2.36\|2.20\|100597;2026-07-20\|2.19\|-0.91\|2.29\|2.33\|2.15\|99222;2026-07-21\|2.25\|2.74\|2.20\|2.27\|2.15\|79807;2026-07-22\|2.20\|-2.22\|2.25\|2.26\|2.15\|51940;2026-07-23\|2.23\|1.36\|2.20\|2.23\|2.15\|41039;2026-07-24\|2.21\|-0.90\|2.23\|2.29\|2.21\|54496;2026-07-27\|2.43\|9.95\|2.32\|2.43\|2.30\|89208;2026-07-28\|2.41\|-0.82\|2.48\|2.54\|2.40\|107194;2026-07-29\|2.39\|-0.83\|2.41\|2.44\|2.36\|65914;2026-07-30\|2.30\|-3.77\|2.41\|2.42\|2.29\|63137;2026-07-31\|2.33\|1.30\|2.30\|2.35\|2.28\|60860;2026-08-03\|2.37\|1.72\|2.32\|2.38\|2.31\|55512;2026-08-04\|2.37\|0.00\|2.29\|2.41\|2.29\|52871;2026-08-05\|2.40\|1.27\|2.37\|2.40\|2.35\|65571;2026-08-06\|2.47\|2.92\|2.41\|2.49\|2.38\|73944;2026-08-07\|2.42\|-2.02\|2.45\|2.46\|2.39\|54666;2026-08-10\|2.41\|-0.41\|2.41\|2.44\|2.40\|37282;2026-08-11\|2.44\|1.24\|2.41\|2.47\|2.39\|44251;2026-08-12\|2.52\|3.28\|2.42\|2.57\|2.42\|59093;2026-08-13\|2.46\|-2.38\|2.53\|2.59\|2.45\|68747;2026-08-14\|2.43\|-1.22\|2.46\|2.47\|2.42\|34028;2026-08-17\|2.67\|9.88\|2.67\|2.67\|2.67\|16712;2026-08-18\|2.94\|10.11\|2.94\|2.94\|2.94\|13198;2026-08-19\|3.05\|3.74\|3.20\|3.20\|2.94\|503491;2026-08-20\|3.23\|5.90\|2.97\|3.36\|2.97\|408668;2026-08-21\|3.31\|2.48\|3.20\|3.34\|3.11\|290528;2026-08-24\|3.27\|-1.21\|3.28\|3.44\|3.20\|214113;2026-08-26\|3.41\|4.28\|3.30\|3.60\|3.28\|523223;2026-08-27\|3.22\|-5.57\|3.35\|3.40\|3.16\|377647;2026-08-28\|3.16\|-1.86\|3.16\|3.28\|3.16\|194365;2026-08-31\|3.18\|0.63\|3.10\|3.23\|3.09\|192516;2026-09-01\|3.22\|1.26\|3.21\|3.25\|3.15\|149520;2026-09-02\|3.16\|-1.86\|3.22\|3.25\|3.15\|119754;2026-09-03\|3.18\|0.63\|3.17\|3.23\|3.16\|113219;2026-09-04\|3.14\|-1.26\|3.19\|3.23\|3.12\|143598;2026-09-07\|3.14\|0.00\|3.12\|3.17\|3.11\|109035;2026-09-08\|3.34\|6.37\|3.16\|3.34\|3.14\|274345;2026-09-09\|3.25\|-2.69\|3.32\|3.35\|3.23\|212937;2026-09-10\|3.33\|2.46\|3.27\|3.39\|3.17\|199982;2026-09-11\|3.21\|-3.60\|3.30\|3.30\|3.14\|193022;2026-09-14\|3.27\|1.87\|3.18\|3.29\|3.18\|133487;2026-09-15\|3.25\|-0.61\|3.27\|3.33\|3.22\|133729
113780	宇树科技科创板IPO过会	涨停揭秘：远信工业深耕一带一路沿线纺织设备出口，新型节能环保拉幅定形机在东南亚、南亚多国批量交付，直接受益于区域产能转移与绿色制造升级；涨停缘由：公司在印度、印尼、孟加拉等国建立本地化服务网络，2026年一季度出口收入同比+51%，新签俄罗斯、泰国订单超2.3亿元；设备能效优于欧盟标准，契合当地低碳补贴政策；资金逻辑：小市值弹性标的，涨停前连续3日量能放大至均值2.4倍，游资主导封板，叠加板块内徐工机械、晋亿实业联动强化市场认可；风险提示：外销占比超85%，汇率波动及地缘政治变化可能影响订单执行与回款	公司主要产品为智能重载移动作业机器人，相关业务在印染工艺自动化与智能化、新能源储能入簇、大型客机及航天设备装配维修等领域均有应用	2026-05-12\|61.61\|-7.58\|66.43\|66.43\|61.00\|42783;2026-05-13\|49.29\|-20.00\|58.05\|58.28\|49.29\|110669;2026-05-14\|53.80\|9.15\|48.20\|55.00\|45.80\|112257;2026-05-15\|54.52\|1.34\|53.23\|55.86\|53.02\|65151;2026-05-18\|56.55\|3.72\|54.67\|56.84\|54.05\|50150;2026-05-19\|54.00\|-4.51\|56.59\|58.13\|52.91\|65194;2026-05-20\|53.35\|-1.20\|54.41\|54.73\|52.82\|37753;2026-05-21\|53.45\|0.19\|53.68\|56.28\|52.64\|38630;2026-05-22\|52.11\|-2.51\|53.88\|54.01\|50.48\|39920;2026-05-25\|53.04\|1.78\|52.94\|55.24\|52.09\|33778;2026-05-26\|53.58\|1.02\|53.41\|54.78\|52.61\|26544;2026-05-27\|51.75\|-3.42\|53.23\|53.39\|51.35\|19515;2026-05-28\|55.00\|6.28\|51.46\|55.30\|51.46\|41612;2026-05-29\|61.21\|11.29\|55.85\|61.52\|54.90\|86124;2026-06-01\|43.20\|-1.03\|44.20\|45.80\|41.81\|88763;2026-06-02\|43.64\|1.02\|42.81\|44.42\|41.27\|73027;2026-06-03\|43.81\|0.39\|43.44\|44.73\|42.59\|57868;2026-06-04\|42.10\|-3.90\|43.80\|44.50\|41.38\|45349;2026-06-05\|42.15\|0.12\|42.10\|43.24\|38.18\|51272;2026-06-08\|40.50\|-3.91\|41.35\|41.45\|38.60\|33863;2026-06-09\|40.47\|-0.07\|40.60\|41.30\|39.03\|27067;2026-06-10\|44.57\|10.13\|41.20\|44.84\|40.68\|93980;2026-06-11\|43.80\|-1.73\|43.80\|44.98\|42.88\|67858;2026-06-12\|43.80\|0.00\|43.79\|45.05\|41.00\|56242;2026-06-15\|43.59\|-0.48\|44.70\|45.65\|42.45\|40937;2026-06-16\|42.80\|-1.81\|43.00\|43.28\|41.98\|25455;2026-06-17\|41.42\|-3.22\|42.80\|42.81\|41.42\|23367;2026-06-18\|42.77\|3.26\|41.03\|43.04\|41.00\|39418;2026-06-22\|42.27\|-1.17\|42.82\|43.42\|40.47\|29719;2026-06-23\|43.72\|3.43\|42.09\|44.90\|42.09\|75272;2026-06-24\|45.08\|3.11\|43.34\|45.58\|40.24\|74808;2026-06-25\|43.74\|-2.97\|45.08\|45.19\|42.88\|50245;2026-06-26\|40.35\|-7.75\|43.60\|45.16\|40.25\|45007;2026-06-29\|38.00\|-5.82\|39.33\|41.22\|36.22\|49468;2026-06-30\|36.90\|-2.89\|37.18\|38.13\|35.64\|39846;2026-07-01\|35.96\|-2.55\|37.16\|37.42\|34.93\|34995;2026-07-02\|36.85\|2.48\|36.24\|37.57\|35.04\|44515;2026-07-03\|37.20\|0.95\|36.97\|37.93\|36.00\|44393;2026-07-06\|35.95\|-3.36\|36.88\|37.52\|34.30\|40314;2026-07-07\|39.00\|8.48\|36.40\|39.39\|35.11\|81629;2026-07-08\|38.20\|-2.05\|39.07\|40.48\|36.99\|59813;2026-07-09\|41.70\|9.16\|38.60\|41.70\|36.71\|104340;2026-07-10\|41.70\|0.00\|41.70\|42.34\|38.99\|103750;2026-07-13\|40.70\|-2.40\|40.50\|41.05\|39.09\|64123;2026-07-14\|39.96\|-1.82\|39.52\|41.80\|39.20\|36128;2026-07-15\|39.94\|-0.05\|40.20\|41.00\|38.80\|23808;2026-07-16\|39.60\|-0.85\|40.42\|40.48\|39.18\|20413;2026-07-17\|37.37\|-5.63\|39.58\|39.63\|35.00\|32613;2026-07-20\|37.38\|0.03\|37.00\|37.56\|36.20\|13958;2026-07-21\|39.99\|6.98\|37.37\|40.46\|35.50\|80962;2026-07-22\|38.30\|-4.23\|39.00\|39.09\|36.40\|54777;2026-07-23\|38.15\|-0.39\|37.92\|38.58\|37.03\|20987;2026-07-24\|37.82\|-0.86\|37.61\|37.98\|36.95\|17009;2026-07-27\|38.05\|0.61\|37.35\|38.33\|37.26\|11114;2026-07-28\|39.33\|3.36\|37.78\|39.98\|37.60\|33811;2026-07-29\|40.18\|2.16\|38.99\|40.62\|38.55\|35626;2026-07-30\|39.50\|-1.69\|40.00\|40.74\|38.79\|36353;2026-07-31\|40.10\|1.52\|40.22\|40.38\|38.80\|66358;2026-08-03\|38.68\|-3.54\|39.21\|39.80\|38.51\|36747;2026-08-04\|38.90\|0.57\|38.69\|38.90\|38.10\|19437;2026-08-05\|40.80\|4.88\|39.03\|40.91\|38.81\|74908;2026-08-06\|40.30\|-1.23\|40.90\|41.38\|39.20\|66079;2026-08-07\|39.55\|-1.86\|40.25\|40.70\|39.38\|36128;2026-08-10\|39.00\|-1.39\|39.03\|39.28\|37.60\|45920;2026-08-11\|39.67\|1.72\|38.89\|40.12\|38.40\|37160;2026-08-12\|39.60\|-0.18\|39.49\|40.46\|39.11\|38035;2026-08-13\|40.39\|1.99\|39.37\|40.96\|38.98\|55869;2026-08-14\|42.34\|4.83\|40.40\|42.79\|39.37\|84241;2026-08-17\|43.41\|2.53\|41.94\|44.07\|41.61\|104113;2026-08-18\|42.25\|-2.67\|42.87\|43.47\|40.74\|94293;2026-08-19\|41.50\|-1.78\|41.53\|42.30\|40.95\|38263;2026-08-20\|41.90\|0.96\|41.50\|42.90\|41.19\|76539;2026-08-21\|41.18\|-1.72\|41.39\|41.70\|40.36\|60624;2026-08-24\|40.30\|-2.14\|40.96\|40.96\|37.68\|44163;2026-08-25\|40.07\|-0.57\|40.17\|40.96\|39.00\|38208;2026-08-26\|39.71\|-0.90\|40.04\|40.56\|39.52\|22785;2026-08-27\|39.65\|-0.15\|39.37\|40.21\|39.21\|33823;2026-08-28\|40.49\|2.12\|39.45\|40.51\|39.31\|64879;2026-08-31\|39.59\|-2.22\|40.45\|41.13\|39.54\|40994;2026-09-01\|39.24\|-0.88\|38.53\|40.02\|37.70\|45249;2026-09-02\|37.50\|-4.43\|38.70\|39.12\|37.50\|27002;2026-09-03\|34.76\|-7.31\|36.33\|36.48\|34.50\|62105;2026-09-04\|33.30\|-4.20\|36.50\|36.50\|32.63\|70092;2026-09-07\|32.60\|-2.10\|32.81\|32.97\|32.20\|24763;2026-09-08\|32.99\|1.20\|32.47\|33.05\|32.20\|21474;2026-09-09\|32.66\|-1.00\|32.77\|33.17\|32.60\|14067;2026-09-10\|33.14\|1.47\|32.38\|33.26\|32.26\|17516;2026-09-11\|35.37\|6.73\|32.89\|35.80\|32.66\|44130;2026-09-14\|36.53\|3.28\|36.15\|38.01\|34.97\|56555;2026-09-15\|34.94\|-4.35\|36.63\|37.20\|34.72\|35252
113779	宇树科技科创板IPO过会	涨停揭秘：宇树科技科创板IPO过会催化机器人板块，公司战略投资骅羲智能并融合BCI脑机接口，具身养老机器人落地进程提速；涨停缘由：宇树科技过会标志具身智能产业化加速；亚华医鸿投资骅羲智能，聚焦AI+机器人+医疗场景；病房系统已初步融合强脑科技BCI技术；资金逻辑：机器人主线资金向医疗细分延伸，亚华电子小市值+强主题属性吸引游资快速拉升，涨停伴随量能急剧放大；风险提示：脑机接口与具身机器人均处商业化早期，临床转化周期长；公司医疗机器人业务尚未产生收入	1、全资子公司深圳亚华医鸿科技有限公司于近日完成了对具身养老机器人公司--杭州骅羲智能科技有限公司的战略投资，聚焦AI智能、机器人、信创等前沿技术与医疗场景的深度融合； 2、公司病房智能通讯交互系统已可初步融合脑机接口BCI，并与强脑科技协同布局脑机智慧病房方案	2026-05-12\|28.16\|-1.85\|28.61\|28.95\|27.95\|18632;2026-05-13\|28.32\|0.57\|28.08\|28.63\|27.94\|15910;2026-05-14\|28.10\|-0.78\|28.28\|28.57\|27.80\|17251;2026-05-15\|27.70\|-1.42\|28.21\|28.28\|27.53\|17482;2026-05-18\|28.23\|1.91\|27.79\|28.30\|27.32\|17045;2026-05-19\|28.50\|0.96\|28.24\|28.96\|28.03\|19064;2026-05-20\|28.19\|-1.09\|28.60\|28.90\|28.02\|17544;2026-05-21\|26.87\|-4.68\|28.30\|28.70\|26.53\|20424;2026-05-22\|27.88\|3.76\|26.85\|28.14\|26.30\|22424;2026-05-25\|29.11\|4.41\|27.81\|29.15\|27.60\|37761;2026-05-26\|27.75\|-4.67\|29.01\|29.45\|27.01\|39189;2026-05-27\|27.23\|-1.87\|27.38\|28.21\|27.00\|21249;2026-05-28\|27.29\|0.22\|27.10\|27.64\|26.28\|21033;2026-05-29\|25.63\|-6.08\|27.21\|27.48\|25.16\|26909;2026-06-01\|26.27\|2.50\|25.45\|26.63\|25.42\|17515;2026-06-02\|25.49\|-2.97\|26.46\|26.46\|25.23\|17544;2026-06-03\|24.83\|-2.59\|25.48\|25.57\|24.51\|16518;2026-06-04\|24.20\|-2.54\|24.79\|24.87\|23.96\|13200;2026-06-05\|24.42\|0.91\|24.29\|24.78\|23.43\|17098;2026-06-08\|23.96\|-1.88\|23.94\|24.79\|23.48\|16854;2026-06-09\|24.16\|0.83\|24.16\|24.56\|23.80\|12959;2026-06-10\|27.25\|12.79\|24.00\|27.48\|23.61\|52726;2026-06-11\|26.17\|-3.96\|26.31\|26.73\|25.37\|43219;2026-06-12\|27.72\|5.92\|26.53\|29.95\|26.34\|73138;2026-06-15\|28.20\|1.73\|28.03\|28.25\|27.13\|41676;2026-06-16\|27.91\|-1.03\|27.51\|28.64\|27.22\|32290;2026-06-17\|28.59\|2.44\|27.63\|28.68\|27.41\|29800;2026-06-18\|28.94\|1.22\|28.56\|29.05\|28.10\|21131;2026-06-22\|28.65\|-1.00\|28.55\|29.44\|28.05\|21839;2026-06-23\|28.05\|-2.09\|28.65\|28.98\|27.86\|14918;2026-06-24\|27.07\|-3.49\|28.00\|28.25\|26.51\|18367;2026-06-25\|26.70\|-1.37\|26.83\|28.00\|24.91\|57766;2026-06-26\|27.24\|2.02\|26.01\|27.69\|25.81\|34466;2026-06-29\|27.80\|2.06\|27.23\|29.15\|27.09\|35290;2026-06-30\|27.80\|0.00\|27.69\|28.27\|27.37\|21503;2026-07-01\|28.03\|0.83\|27.53\|28.66\|27.40\|23759;2026-07-02\|28.21\|0.64\|28.02\|29.56\|27.87\|33494;2026-07-03\|29.03\|2.91\|28.29\|29.33\|27.78\|30694;2026-07-06\|27.61\|-4.89\|28.95\|29.10\|27.60\|26316;2026-07-07\|26.74\|-3.15\|27.38\|28.30\|26.62\|18219;2026-07-08\|27.01\|1.01\|26.74\|27.43\|25.92\|17945;2026-07-09\|27.17\|0.59\|26.77\|27.24\|26.07\|13559;2026-07-10\|26.15\|-3.75\|27.17\|27.17\|26.14\|25460;2026-07-13\|23.66\|-9.52\|25.95\|26.10\|23.55\|30436;2026-07-14\|24.18\|2.20\|23.87\|24.50\|23.03\|18742;2026-07-15\|24.60\|1.74\|24.37\|25.58\|23.91\|18212;2026-07-16\|24.61\|0.04\|24.38\|25.05\|24.06\|14880;2026-07-17\|23.47\|-4.63\|24.60\|24.80\|23.14\|21317;2026-07-20\|22.11\|-5.79\|23.50\|24.00\|21.80\|25261;2026-07-21\|21.71\|-1.81\|22.10\|22.12\|20.31\|26155;2026-07-22\|21.30\|-1.89\|21.71\|22.18\|21.26\|17400;2026-07-23\|21.51\|0.99\|21.30\|21.67\|20.89\|15993;2026-07-24\|21.01\|-2.32\|21.09\|21.40\|20.58\|13316;2026-07-27\|21.92\|4.33\|21.05\|22.37\|20.76\|17794;2026-07-28\|22.15\|1.05\|21.71\|22.50\|21.71\|13481;2026-07-29\|22.46\|1.40\|21.93\|23.00\|21.90\|18103;2026-07-30\|21.83\|-2.81\|22.35\|22.64\|21.64\|17214;2026-07-31\|23.07\|5.68\|21.87\|23.14\|21.87\|19304;2026-08-03\|23.45\|1.65\|23.30\|23.90\|23.01\|12594;2026-08-04\|25.10\|7.04\|23.89\|25.20\|23.72\|28470;2026-08-05\|25.20\|0.40\|25.11\|25.85\|24.51\|23050;2026-08-06\|24.96\|-0.95\|25.39\|26.27\|24.81\|18179;2026-08-07\|24.80\|-0.64\|24.85\|25.05\|24.25\|12007;2026-08-10\|25.21\|1.65\|24.97\|25.53\|24.51\|11753;2026-08-11\|25.91\|2.78\|25.07\|26.30\|24.77\|18148;2026-08-12\|25.88\|-0.12\|26.00\|26.68\|25.83\|13633;2026-08-13\|25.71\|-0.66\|25.72\|26.46\|25.70\|10740;2026-08-14\|26.35\|2.49\|26.18\|26.55\|25.63\|13950;2026-08-17\|26.26\|-0.34\|26.35\|26.35\|25.85\|9742;2026-08-18\|26.22\|-0.15\|26.11\|26.34\|25.56\|15656;2026-08-19\|25.33\|-3.39\|25.81\|25.96\|25.12\|13129;2026-08-20\|26.68\|5.33\|25.22\|26.82\|25.22\|24507;2026-08-21\|26.38\|-1.12\|26.12\|26.56\|25.70\|12500;2026-08-24\|25.73\|-2.46\|26.18\|26.59\|25.42\|9968;2026-08-25\|26.17\|1.71\|25.80\|26.27\|25.02\|9415;2026-08-26\|25.72\|-1.72\|25.97\|26.60\|25.40\|11076;2026-08-27\|25.85\|0.51\|25.73\|26.06\|25.37\|11919;2026-08-28\|25.74\|-0.43\|26.04\|26.73\|25.50\|16510;2026-08-31\|26.61\|3.38\|25.51\|26.62\|25.49\|18656;2026-09-01\|26.58\|-0.11\|26.56\|26.74\|26.22\|10058;2026-09-02\|26.41\|-0.64\|26.30\|26.69\|26.08\|7124;2026-09-03\|26.14\|-1.02\|26.39\|26.65\|26.13\|8284;2026-09-04\|27.19\|4.02\|26.23\|27.76\|26.23\|22060;2026-09-07\|29.30\|7.76\|27.67\|29.36\|27.23\|40739;2026-09-08\|29.13\|-0.58\|29.81\|29.90\|28.67\|34531;2026-09-09\|28.75\|-1.30\|29.14\|29.42\|28.45\|19095;2026-09-10\|28.43\|-1.11\|28.47\|29.08\|27.90\|16098;2026-09-11\|27.20\|-4.33\|28.36\|28.36\|26.95\|14151;2026-09-14\|26.71\|-1.80\|27.20\|27.28\|26.58\|10558;2026-09-15\|26.02\|-2.58\|26.71\|26.83\|26.02\|9715
113778	宇树科技科创板IPO过会	涨停揭秘：风电装机加速+海风招标放量，公司风电机组罩体市占率稳居国内前二；涨停缘由：2026年一季度全国风电新增装机同比增长超40%，沿海省份海风项目密集招标；公司是风电机组罩体领域国内市占率前二企业，深度绑定金风、远景等头部整机厂，受益于大型化、轻量化升级趋势；资金逻辑：主力资金净流入明显，叠加板块内中际联合等风电零部件股联动走强，资金挖掘低位高弹性风电配套标的；风险提示：原材料价格波动较大，毛利率易受环氧树脂等化工品成本影响；下游集中度高，议价能力偏弱	公司风电机组罩体领域国内市占率前二，通过参投聚焦人形机器人产业链的产业基金，积极探索复合材料在机器人赛道的应用机会	2026-05-12\|117.16\|-0.53\|117.80\|120.77\|116.00\|11359;2026-05-13\|116.11\|-0.90\|117.16\|117.98\|115.00\|9608;2026-05-14\|112.87\|-2.79\|117.04\|117.04\|112.68\|8496;2026-05-15\|112.83\|-0.04\|112.02\|115.94\|110.00\|8434;2026-05-18\|113.77\|0.83\|112.88\|116.00\|112.07\|6664;2026-05-19\|116.00\|1.96\|113.80\|116.42\|112.52\|8966;2026-05-20\|117.15\|0.99\|116.06\|118.00\|114.61\|10360;2026-05-21\|110.97\|-5.28\|117.96\|117.96\|107.58\|15187;2026-05-22\|115.78\|4.33\|110.59\|116.40\|109.48\|10333;2026-05-25\|118.26\|2.14\|116.00\|119.77\|114.58\|13112;2026-05-26\|114.89\|-2.85\|117.66\|118.31\|112.00\|10375;2026-05-27\|113.49\|-1.22\|114.47\|115.46\|112.20\|7820;2026-05-28\|114.90\|1.24\|113.99\|116.80\|111.70\|9944;2026-05-29\|87.32\|7.23\|81.42\|89.50\|79.00\|26441;2026-06-01\|89.49\|2.49\|89.00\|93.02\|87.28\|25954;2026-06-02\|86.30\|-3.56\|89.04\|89.04\|86.01\|14976;2026-06-03\|84.41\|-2.19\|86.35\|87.48\|83.21\|18064;2026-06-04\|82.85\|-1.85\|83.00\|84.35\|80.66\|14098;2026-06-05\|82.01\|-1.01\|82.00\|83.27\|78.23\|13979;2026-06-08\|79.40\|-3.18\|80.54\|82.58\|77.69\|9916;2026-06-09\|79.28\|-0.15\|79.40\|80.83\|78.31\|6553;2026-06-10\|90.73\|14.44\|79.90\|93.98\|79.88\|39447;2026-06-11\|86.72\|-4.42\|90.53\|93.99\|83.00\|34831;2026-06-12\|83.89\|-3.26\|88.45\|89.20\|83.00\|22711;2026-06-15\|86.58\|3.21\|84.58\|86.98\|83.35\|16462;2026-06-16\|88.74\|2.49\|86.03\|89.53\|85.50\|17894;2026-06-17\|90.39\|1.86\|88.13\|91.29\|87.39\|17011;2026-06-18\|91.40\|1.12\|91.28\|92.50\|89.00\|18883;2026-06-22\|94.09\|2.94\|91.96\|94.50\|90.30\|18102;2026-06-23\|91.25\|-3.02\|94.00\|94.32\|89.33\|14520;2026-06-24\|90.21\|-1.14\|90.90\|92.50\|88.22\|11441;2026-06-25\|89.04\|-1.30\|91.15\|91.58\|86.51\|14319;2026-06-26\|87.41\|-1.83\|89.23\|91.00\|85.33\|13051;2026-06-29\|87.96\|0.63\|87.41\|89.69\|83.67\|11898;2026-06-30\|90.91\|3.35\|87.04\|91.24\|86.53\|15251;2026-07-01\|91.01\|0.11\|91.56\|91.70\|88.00\|14019;2026-07-02\|88.10\|-3.20\|90.80\|91.64\|86.50\|12493;2026-07-03\|87.67\|-0.49\|87.94\|88.15\|85.20\|10704;2026-07-06\|89.58\|2.18\|88.00\|90.19\|86.67\|9080;2026-07-07\|87.01\|-2.87\|90.00\|90.00\|86.09\|7903;2026-07-08\|88.66\|1.90\|86.50\|89.30\|86.23\|8834;2026-07-09\|87.70\|-1.08\|88.80\|90.00\|85.85\|10145;2026-07-10\|88.68\|1.12\|87.70\|90.18\|86.81\|11743;2026-07-13\|84.00\|-5.28\|88.68\|89.60\|81.52\|14077;2026-07-14\|88.60\|5.48\|84.08\|88.87\|82.16\|10932;2026-07-15\|86.30\|-2.60\|88.60\|89.90\|85.00\|8041;2026-07-16\|80.80\|-6.37\|85.85\|85.85\|80.80\|8064;2026-07-17\|78.00\|-3.47\|80.50\|80.50\|72.60\|12573;2026-07-20\|75.50\|-3.21\|77.28\|77.99\|68.02\|13672;2026-07-21\|78.07\|3.40\|74.50\|79.33\|68.00\|12516;2026-07-22\|75.06\|-3.86\|77.00\|77.61\|73.21\|7610;2026-07-23\|74.61\|-0.60\|74.77\|75.48\|72.00\|5013;2026-07-24\|74.63\|0.03\|73.20\|75.50\|72.62\|3674;2026-07-27\|76.83\|2.95\|76.20\|77.33\|74.69\|5496;2026-07-28\|72.55\|-5.57\|76.00\|76.00\|70.02\|6796;2026-07-29\|70.00\|-3.51\|71.90\|72.77\|69.83\|4589;2026-07-30\|63.12\|-9.83\|69.99\|70.35\|63.00\|9310;2026-07-31\|67.67\|7.21\|65.65\|69.78\|65.65\|13166;2026-08-03\|73.32\|8.35\|67.90\|74.00\|66.80\|15554;2026-08-04\|76.50\|4.34\|75.00\|76.97\|73.34\|10523;2026-08-05\|77.64\|1.49\|76.53\|78.17\|75.61\|9115;2026-08-06\|77.64\|0.00\|77.52\|80.50\|75.80\|9379;2026-08-07\|80.04\|3.09\|77.58\|80.49\|76.52\|8510;2026-08-10\|82.73\|3.36\|80.36\|82.88\|79.50\|10143;2026-08-11\|81.38\|-1.63\|82.20\|82.75\|79.89\|6895;2026-08-12\|81.47\|0.11\|81.32\|82.80\|80.23\|8981;2026-08-13\|80.59\|-1.08\|82.48\|83.00\|80.10\|7161;2026-08-14\|82.12\|1.90\|80.38\|82.29\|79.99\|7818;2026-08-17\|86.55\|5.39\|81.98\|87.58\|80.92\|13144;2026-08-18\|84.65\|-2.20\|86.00\|86.54\|84.30\|6435;2026-08-19\|83.03\|-1.91\|83.80\|84.50\|82.70\|7334;2026-08-20\|86.96\|4.73\|84.15\|89.50\|82.66\|23620;2026-08-21\|86.80\|-0.18\|86.10\|88.00\|84.50\|12405;2026-08-24\|86.82\|0.02\|85.53\|87.15\|85.07\|7971;2026-08-25\|85.87\|-1.09\|86.81\|87.36\|84.82\|10462;2026-08-26\|84.69\|-1.37\|85.87\|86.48\|84.11\|6322;2026-08-27\|86.17\|1.75\|84.39\|86.78\|84.30\|7485;2026-08-28\|86.28\|0.13\|86.18\|87.50\|86.00\|7002;2026-08-31\|87.68\|1.62\|86.28\|88.10\|85.40\|6841;2026-09-01\|87.50\|-0.21\|87.70\|89.20\|87.06\|3387;2026-09-02\|87.80\|0.34\|87.00\|88.20\|86.06\|3469;2026-09-03\|87.80\|0.00\|87.80\|90.36\|87.59\|7509;2026-09-04\|84.91\|-3.29\|88.80\|88.80\|84.66\|6999;2026-09-07\|85.84\|1.10\|85.00\|86.43\|84.27\|4956;2026-09-08\|85.39\|-0.52\|86.00\|86.22\|85.00\|3193;2026-09-09\|85.98\|0.69\|85.87\|86.65\|85.00\|4363;2026-09-10\|85.60\|-0.44\|85.20\|86.30\|84.51\|3992;2026-09-11\|85.04\|-0.65\|85.00\|86.00\|83.70\|6867;2026-09-14\|83.00\|-2.40\|85.03\|85.03\|81.80\|7040;2026-09-15\|80.82\|-2.63\|82.01\|83.49\|80.30\|6633
113777	宇树科技科创板IPO过会	人形机器人+轴向磁通电机+稀土永磁+中科院行业原因：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10日异常波动公告，公司产品应用于人形机器人领域，目前虽订单量较少且处于前期探索阶段，但该领域是市场关注热点；据2026年3月30日及4月15日投资者关系活动记录表，公司钕铁硼永磁材料在工业机器人领域已有多年应用，正在持续关注人形机器人发展并努力把握市场机会。 2、据2026年4月10日公告，公司与盘毂动力签署《战略合作框架协议》，将共建联合研发中心，共同研制面向轴向磁通电机专用的超高端磁性材料，并建立长期战略采购供应关系，择机设立合资公司；据2026年6月11日互动易，该合作目前尚处于初步探索阶段。 3、据2025年年度报告，公司主要从事钕铁硼永磁材料的研发、生产和销售，产品应用于新能源汽车、工业机器人等领域，是中国最大、全球第二大钕铁硼永磁材料生产企业。 4、据2025年年度报告，公司最终控制人为中国科学院。	公司主要从事稀土永磁材料和新型磁性材料及其应用产品的研产销，高性能磁材已应用于工业机器人伺服电机、减速器等核心部件多年	2026-05-12\|12.46\|-2.43\|12.70\|12.74\|12.37\|288300;2026-05-13\|12.62\|1.28\|12.40\|12.63\|12.36\|245073;2026-05-14\|12.22\|-3.17\|12.63\|12.63\|12.20\|233559;2026-05-15\|12.17\|-0.41\|12.22\|12.55\|12.09\|282093;2026-05-18\|11.98\|-1.56\|12.02\|12.13\|11.80\|196784;2026-05-19\|11.92\|-0.50\|11.95\|12.00\|11.71\|178696;2026-05-20\|11.90\|-0.17\|11.82\|12.05\|11.60\|226221;2026-05-21\|11.62\|-2.35\|11.94\|12.09\|11.60\|238690;2026-05-22\|11.95\|2.84\|11.63\|11.99\|11.56\|201651;2026-05-25\|12.06\|0.92\|11.95\|12.07\|11.82\|181902;2026-05-26\|11.97\|-0.75\|12.00\|12.02\|11.76\|185257;2026-05-27\|11.65\|-2.67\|11.90\|12.07\|11.56\|218807;2026-05-28\|11.91\|2.23\|11.60\|11.99\|11.53\|221840;2026-05-29\|11.18\|-6.13\|11.93\|11.95\|11.17\|327692;2026-06-01\|11.08\|-0.89\|11.16\|11.34\|11.05\|171219;2026-06-02\|11.02\|-0.54\|11.09\|11.15\|10.73\|196813;2026-06-03\|11.19\|1.54\|10.99\|11.32\|10.92\|197598;2026-06-04\|11.15\|-0.36\|11.08\|11.21\|10.83\|179494;2026-06-05\|11.48\|2.96\|11.08\|11.85\|10.93\|378181;2026-06-08\|12.63\|10.02\|12.50\|12.63\|12.11\|405820;2026-06-09\|13.20\|4.51\|13.89\|13.89\|12.92\|2018835;2026-06-10\|14.52\|10.00\|12.90\|14.52\|12.78\|1718314;2026-06-11\|14.03\|-3.24\|14.24\|14.43\|13.58\|1805937;2026-06-12\|13.82\|-1.50\|13.89\|14.41\|13.72\|1233690;2026-06-15\|13.43\|-2.82\|13.86\|13.93\|13.26\|1111531;2026-06-16\|14.77\|9.98\|13.46\|14.77\|13.33\|1226106;2026-06-17\|14.27\|-3.39\|14.60\|14.85\|14.11\|1290877;2026-06-18\|14.94\|4.70\|14.20\|15.18\|14.11\|1448355;2026-06-22\|14.98\|0.27\|15.00\|15.10\|14.51\|1221537;2026-06-23\|14.29\|-4.61\|14.83\|14.95\|14.19\|802118;2026-06-24\|13.99\|-2.10\|14.16\|14.47\|13.87\|705912;2026-06-25\|15.01\|7.29\|13.90\|15.36\|13.62\|1218505;2026-06-26\|14.19\|-5.46\|14.98\|15.01\|14.18\|756230;2026-06-29\|13.81\|-2.68\|14.30\|14.43\|13.37\|697061;2026-06-30\|15.19\|9.99\|13.65\|15.19\|13.60\|982149;2026-07-01\|15.49\|1.98\|15.31\|15.94\|15.31\|1292165;2026-07-02\|16.10\|3.94\|15.70\|16.88\|15.50\|1536817;2026-07-03\|16.48\|2.36\|16.43\|17.00\|15.80\|1471680;2026-07-06\|15.57\|-5.52\|16.55\|16.80\|15.52\|1171425;2026-07-07\|16.55\|6.29\|15.85\|17.13\|15.68\|1507877;2026-07-08\|15.93\|-3.75\|16.50\|16.50\|15.57\|1120915;2026-07-09\|15.04\|-5.59\|15.80\|15.80\|14.51\|1216262;2026-07-10\|15.52\|3.19\|15.30\|16.54\|15.00\|1253477;2026-07-13\|15.07\|-2.90\|15.39\|16.20\|14.92\|1025479;2026-07-14\|16.18\|7.37\|14.95\|16.57\|14.53\|1271179;2026-07-15\|15.38\|-4.94\|16.15\|16.27\|15.30\|848190;2026-07-16\|14.79\|-3.84\|15.16\|15.44\|14.69\|703095;2026-07-17\|13.46\|-8.99\|14.55\|14.56\|13.31\|934735;2026-07-20\|12.16\|-9.66\|13.97\|14.11\|12.11\|913759;2026-07-21\|12.69\|4.36\|12.32\|12.70\|11.49\|861840;2026-07-22\|13.01\|2.52\|12.44\|13.24\|12.37\|779775;2026-07-23\|13.30\|2.23\|13.00\|13.43\|12.79\|634887;2026-07-24\|12.93\|-2.78\|13.08\|13.25\|12.81\|445268;2026-07-27\|13.67\|5.72\|12.90\|13.74\|12.77\|499201;2026-07-28\|12.84\|-6.07\|13.49\|13.78\|12.74\|590625;2026-07-29\|12.86\|0.16\|13.08\|13.18\|12.56\|578418;2026-07-30\|12.19\|-5.21\|12.90\|13.13\|12.18\|602622;2026-07-31\|12.09\|-0.82\|12.66\|12.84\|12.08\|726317;2026-08-03\|12.80\|5.87\|12.08\|13.16\|11.96\|850634;2026-08-04\|13.07\|2.11\|12.77\|13.18\|12.60\|503403;2026-08-05\|13.22\|1.15\|13.32\|13.42\|12.92\|821383;2026-08-06\|13.46\|1.82\|13.35\|13.79\|13.14\|834355;2026-08-07\|13.69\|1.71\|13.46\|13.95\|13.37\|712497;2026-08-10\|13.74\|0.37\|13.69\|13.81\|13.43\|525477;2026-08-11\|13.36\|-2.77\|13.60\|13.61\|13.35\|407866;2026-08-12\|13.38\|0.15\|13.29\|13.55\|13.18\|308390;2026-08-13\|13.26\|-0.90\|13.45\|13.60\|13.23\|377435;2026-08-14\|13.59\|2.49\|13.26\|13.73\|13.21\|409560;2026-08-17\|13.72\|0.96\|13.60\|13.72\|13.33\|361825;2026-08-18\|13.34\|-2.77\|13.65\|13.72\|13.24\|365570;2026-08-19\|12.53\|-6.07\|13.08\|13.08\|12.47\|425515;2026-08-20\|12.41\|-0.96\|12.69\|12.69\|12.37\|250406;2026-08-21\|12.40\|-0.08\|12.30\|12.42\|12.16\|194846;2026-08-24\|12.09\|-2.50\|12.46\|12.52\|11.90\|313508;2026-08-25\|12.13\|0.33\|12.09\|12.26\|11.97\|225242;2026-08-26\|12.07\|-0.49\|12.06\|12.18\|11.97\|230873;2026-08-27\|12.15\|0.66\|12.01\|12.21\|11.95\|298235;2026-08-28\|12.18\|0.25\|12.14\|12.26\|12.07\|287239;2026-08-31\|12.19\|0.08\|12.05\|12.20\|11.88\|271798;2026-09-01\|12.06\|-1.07\|12.24\|12.24\|12.01\|282067;2026-09-02\|11.76\|-2.49\|11.96\|11.97\|11.70\|284143;2026-09-03\|11.90\|1.19\|11.82\|11.99\|11.79\|222575;2026-09-04\|11.74\|-1.34\|11.94\|12.05\|11.66\|280499;2026-09-07\|11.75\|0.09\|11.70\|11.84\|11.65\|178731;2026-09-08\|11.83\|0.68\|11.75\|11.90\|11.71\|174896;2026-09-09\|11.79\|-0.34\|11.84\|11.87\|11.71\|159095;2026-09-10\|11.65\|-1.19\|11.74\|11.75\|11.58\|144759;2026-09-11\|11.37\|-2.40\|11.54\|11.54\|11.19\|252432;2026-09-14\|11.30\|-0.62\|11.27\|11.39\|11.21\|131093;2026-09-15\|11.22\|-0.71\|11.27\|11.34\|11.20\|110025
113776	宇树科技科创板IPO过会	光刻胶颜料+有机颜料+PEEK材料行业原因：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4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.24\|-1.87\|67.00\|67.98\|63.40\|167535;2026-07-16\|69.66\|6.78\|62.70\|71.00\|62.01\|271711;2026-07-17\|70.18\|0.75\|69.60\|76.59\|68.85\|303960;2026-07-20\|77.20\|10.00\|68.48\|77.20\|64.62\|328679;2026-07-21\|81.93\|6.13\|77.25\|84.00\|70.00\|327482;2026-07-22\|81.93\|0.00\|79.17\|85.02\|76.58\|242074;2026-07-23\|73.74\|-10.00\|78.36\|80.90\|73.74\|185725;2026-07-24\|75.91\|2.94\|70.21\|79.22\|70.21\|198829;2026-07-27\|68.32\|-10.00\|75.16\|75.34\|68.32\|180196;2026-07-28\|61.49\|-10.00\|67.95\|68.31\|61.49\|94227;2026-07-29\|55.34\|-10.00\|55.34\|55.34\|55.34\|9191;2026-07-30\|49.81\|-9.99\|49.81\|49.81\|49.81\|6692;2026-07-31\|46.80\|-6.04\|44.83\|53.93\|44.83\|336975;2026-08-03\|51.48\|10.00\|44.29\|51.48\|42.56\|319752;2026-08-04\|55.21\|7.25\|53.54\|55.48\|50.01\|267084;2026-08-05\|60.73\|10.00\|55.08\|60.73\|55.08\|124581;2026-08-06\|66.80\|10.00\|63.44\|66.80\|63.44\|170905;2026-08-07\|65.90\|-1.35\|69.13\|69.74\|64.00\|296380;2026-08-10\|68.38\|3.76\|67.05\|69.57\|64.08\|255155;2026-08-11\|75.22\|10.00\|68.86\|75.22\|67.91\|260262;2026-08-12\|77.70\|3.30\|75.22\|78.01\|71.60\|251452;2026-08-13\|76.00\|-2.19\|76.30\|79.87\|74.75\|231847;2026-08-14\|70.99\|-6.59\|75.77\|76.17\|70.20\|242023;2026-08-17\|78.09\|10.00\|72.41\|78.09\|72.41\|145219;2026-08-18\|85.90\|10.00\|81.90\|85.90\|80.30\|132348;2026-08-19\|83.27\|-3.06\|91.00\|92.85\|82.00\|311003;2026-08-20\|86.39\|3.75\|85.50\|89.89\|81.00\|256964;2026-08-21\|77.75\|-10.00\|88.10\|89.88\|77.75\|97938;2026-08-24\|69.98\|-9.99\|69.98\|78.95\|69.98\|141720;2026-08-25\|66.95\|-4.33\|67.01\|71.44\|65.56\|266750;2026-08-26\|66.06\|-1.33\|67.15\|67.94\|62.50\|264484;2026-08-27\|68.01\|2.95\|65.00\|68.86\|62.76\|295945;2026-08-28\|66.12\|-2.78\|66.89\|71.97\|65.69\|279328;2026-08-31\|65.42\|-1.06\|64.74\|68.50\|63.70\|200294;2026-09-01\|60.91\|-6.89\|65.93\|65.95\|60.51\|241483;2026-09-02\|58.30\|-4.29\|59.80\|60.70\|58.00\|192286;2026-09-03\|55.14\|-5.42\|58.27\|58.58\|55.01\|192318;2026-09-04\|52.76\|-4.32\|55.66\|57.36\|52.21\|175240;2026-09-07\|58.04\|10.01\|53.38\|58.04\|53.38\|136014;2026-09-08\|63.84\|9.99\|62.89\|63.84\|61.70\|67386;2026-09-09\|58.38\|-8.55\|66.13\|67.00\|57.50\|452471;2026-09-10\|56.40\|-3.39\|58.38\|58.68\|55.09\|257291;2026-09-11\|54.30\|-3.72\|56.40\|56.51\|53.30\|180265;2026-09-14\|54.87\|1.05\|53.37\|55.99\|53.37\|148172;2026-09-15\|54.08\|-1.44\|54.60\|55.29\|53.54\|121263
113775		GPU电感+3D打印+羰基铁粉 1、据2025年8月27日互动易，公司的软磁粉以羰基铁粉、雾化合金粉为基础材料制备而成，在GPU领域可用于制造一体化电感，为GPU提供供电及滤波功能。公司属于GPU的二级供应商，产品已切入主流供应链，直接客户为电感供应商。 2、据2026年1月19日投资者关系活动记录表，受益于 AI 算力产业发展带动一体成型电感需求提升，羰基铁粉及软磁材料业务保持稳健，终端订单态势良好。羰基铁粉产品在磁流变液悬挂系统领域的性能和品质获得海内外客户认可。 3、据2025年11月25日互动易，公司全资子公司赣州悦龙新材料有限公司在应用钛合金3D打印材料的航空航天结构件领域实现了预研型试生产，但当前销售规模在公司整体收入中所占比重较小。	公司羰基铁粉已批量用于AI服务器芯片，一体成型电感是英伟达二级供应商，占英伟达份额30--40%	2026-05-12\|32.76\|-1.86\|33.68\|33.70\|32.60\|24618;2026-05-13\|34.73\|6.01\|33.00\|35.95\|32.37\|66902;2026-05-14\|33.77\|-2.76\|35.18\|35.35\|33.58\|34742;2026-05-15\|33.93\|0.47\|34.22\|34.60\|33.12\|41842;2026-05-18\|34.30\|1.09\|33.88\|34.63\|33.10\|30491;2026-05-19\|34.18\|-0.35\|34.18\|34.48\|33.44\|30457;2026-05-20\|34.33\|0.44\|34.00\|34.65\|33.50\|31159;2026-05-21\|32.71\|-4.72\|34.33\|35.47\|32.61\|49486;2026-05-22\|36.58\|11.83\|32.66\|37.76\|32.66\|101376;2026-05-25\|37.45\|2.38\|36.20\|38.23\|35.56\|86091;2026-05-26\|36.32\|-3.02\|37.27\|37.40\|35.45\|55450;2026-05-27\|38.57\|6.19\|36.58\|40.20\|36.07\|99648;2026-05-28\|41.49\|7.57\|38.50\|42.71\|38.00\|100016;2026-05-29\|38.80\|-6.48\|41.75\|41.96\|38.60\|84220;2026-06-01\|36.79\|-5.18\|38.80\|40.16\|36.53\|85898;2026-06-02\|40.00\|8.73\|35.93\|40.43\|35.93\|74102;2026-06-03\|40.22\|0.55\|39.80\|41.78\|39.51\|72655;2026-06-04\|40.99\|1.91\|39.53\|41.68\|39.00\|66260;2026-06-05\|42.49\|3.66\|40.54\|44.60\|38.38\|95409;2026-06-08\|40.48\|14.87\|36.22\|41.98\|35.56\|181886;2026-06-09\|42.35\|4.62\|43.80\|45.99\|40.80\|207592;2026-06-10\|46.90\|10.74\|44.26\|48.15\|43.42\|204509;2026-06-11\|41.50\|-11.51\|45.24\|46.00\|40.50\|189696;2026-06-12\|38.49\|-7.25\|42.00\|42.87\|37.64\|184436;2026-06-15\|43.75\|13.67\|38.64\|45.54\|38.64\|184030;2026-06-16\|48.50\|10.86\|42.96\|50.81\|41.80\|198799;2026-06-17\|47.09\|-2.91\|47.02\|48.55\|46.39\|118092;2026-06-18\|49.35\|4.80\|45.99\|51.09\|44.68\|166359;2026-06-22\|48.77\|-1.18\|53.69\|54.73\|47.11\|178914;2026-06-23\|48.20\|-1.17\|47.51\|51.49\|46.16\|141553;2026-06-24\|47.82\|-0.79\|46.85\|50.00\|45.98\|125752;2026-06-25\|46.68\|-2.38\|47.47\|48.32\|44.70\|125711;2026-06-26\|46.15\|-1.14\|46.50\|48.36\|44.36\|110882;2026-06-29\|47.43\|2.77\|46.32\|50.58\|45.42\|142238;2026-06-30\|46.08\|-2.85\|48.00\|49.30\|45.30\|126998;2026-07-01\|48.10\|4.38\|47.00\|49.80\|45.87\|138917;2026-07-02\|49.49\|2.89\|45.80\|52.00\|44.50\|159944;2026-07-03\|44.80\|-9.48\|48.16\|48.80\|43.04\|124004;2026-07-06\|43.30\|-3.35\|45.52\|47.00\|42.99\|90974;2026-07-07\|41.06\|-5.17\|43.10\|43.83\|40.56\|89711;2026-07-08\|38.57\|-6.06\|40.69\|41.27\|38.00\|102170;2026-07-09\|38.97\|1.04\|38.82\|39.73\|36.70\|82939;2026-07-10\|36.60\|-6.08\|40.00\|40.27\|36.39\|98684;2026-07-13\|33.52\|-8.42\|36.19\|36.71\|33.17\|66096;2026-07-14\|35.08\|4.65\|33.30\|35.43\|32.55\|61228;2026-07-15\|33.55\|-4.36\|35.08\|35.19\|33.02\|49564;2026-07-16\|31.18\|-7.06\|32.99\|33.50\|31.00\|48311;2026-07-17\|28.27\|-9.33\|31.80\|31.80\|28.15\|69729;2026-07-20\|25.09\|-11.25\|28.83\|29.19\|24.48\|118201;2026-07-21\|27.95\|11.40\|25.25\|28.03\|22.80\|115064;2026-07-22\|27.14\|-2.90\|27.83\|28.67\|26.88\|71329;2026-07-23\|27.38\|0.88\|27.39\|28.35\|26.80\|47206;2026-07-24\|26.66\|-2.63\|27.70\|27.70\|26.12\|40277;2026-07-27\|27.31\|2.44\|27.19\|27.33\|25.82\|39778;2026-07-28\|25.51\|-6.59\|26.32\|27.20\|25.31\|49365;2026-07-29\|25.28\|-0.90\|25.52\|25.64\|24.24\|50862;2026-07-30\|23.48\|-7.12\|25.45\|25.50\|23.20\|56613;2026-07-31\|24.45\|4.13\|24.88\|26.43\|24.35\|63309;2026-08-03\|24.03\|-1.72\|24.62\|25.08\|23.81\|51659;2026-08-04\|25.24\|5.04\|24.14\|25.52\|23.97\|51741;2026-08-05\|26.95\|6.78\|25.20\|27.20\|25.15\|63168;2026-08-06\|27.33\|1.41\|26.79\|27.87\|26.65\|59010;2026-08-07\|28.38\|3.84\|27.20\|28.63\|26.94\|59116;2026-08-10\|27.50\|-3.10\|28.51\|28.51\|27.16\|59229;2026-08-11\|27.77\|0.98\|27.25\|28.60\|27.14\|58412;2026-08-12\|27.98\|0.76\|28.02\|28.29\|27.50\|49650;2026-08-13\|27.11\|-3.11\|28.18\|28.95\|27.00\|61245;2026-08-14\|28.30\|4.39\|27.17\|28.40\|27.17\|76707;2026-08-17\|29.73\|5.05\|28.33\|29.76\|28.05\|69974;2026-08-18\|29.97\|0.81\|29.37\|30.38\|29.30\|60115;2026-08-19\|27.30\|-8.91\|28.98\|29.40\|27.20\|78181;2026-08-20\|27.68\|1.39\|27.63\|28.54\|27.32\|62702;2026-08-21\|27.80\|0.43\|27.50\|28.21\|26.92\|33880;2026-08-24\|27.13\|-2.41\|27.61\|27.80\|26.45\|37360;2026-08-25\|26.50\|-2.32\|26.21\|26.90\|25.25\|51075;2026-08-26\|26.27\|-0.87\|26.70\|26.70\|25.65\|42063;2026-08-27\|27.32\|4.00\|26.13\|27.50\|25.89\|40458;2026-08-28\|27.51\|0.70\|27.33\|29.08\|27.06\|60715;2026-08-31\|27.83\|1.16\|26.80\|27.93\|26.68\|35725;2026-09-01\|26.24\|-5.71\|27.61\|27.85\|26.15\|55816;2026-09-02\|25.89\|-1.33\|26.01\|26.21\|25.62\|34182;2026-09-03\|26.16\|1.04\|26.05\|26.64\|25.61\|28955;2026-09-04\|25.09\|-4.09\|26.37\|26.66\|24.86\|43914;2026-09-07\|26.53\|5.74\|25.60\|26.65\|25.21\|50899;2026-09-08\|25.86\|-2.53\|26.99\|26.99\|25.61\|31498;2026-09-09\|25.89\|0.12\|25.62\|26.57\|25.62\|27253;2026-09-10\|25.45\|-1.70\|25.70\|25.95\|25.35\|24638;2026-09-11\|24.93\|-2.04\|25.20\|25.24\|24.13\|30917;2026-09-14\|25.48\|2.21\|24.82\|25.64\|24.41\|27134;2026-09-15\|25.68\|0.78\|25.45\|26.07\|25.23\|25133
113774		数据中心+供能+蓄冷储能行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2025年年度报告，公司蓄冷储能业务已覆盖数据中心、医院等关键场景，为IDC机房和智算中心提供“冷热储”一体化液冷解决方案。 2、据2025年年度报告及2026年3月26日投资者关系记录，公司2025年新能源供热运营收入7,160.82万元，同比增长212.51%，并拟每10股转增4股派2.5元，现金分红占净利润52.50%。 3、据2025年年度报告，公司构建“南拓西进”全国布局，将供能服务延伸至锂矿冶炼、航天、酿酒等高耗能行业，采用高温蒸汽热泵及智能化管控平台实现节能降耗。	公司业务包括IDC机房和智算中心液冷技术与蓄冷相变材料	2026-05-12\|24.30\|5.70\|22.98\|24.45\|22.97\|68911;2026-05-13\|26.73\|10.00\|26.26\|26.73\|25.63\|65554;2026-05-14\|29.40\|9.99\|27.21\|29.40\|26.73\|168075;2026-05-15\|30.21\|2.76\|28.00\|30.70\|27.38\|234112;2026-05-18\|29.50\|-2.35\|28.70\|30.34\|28.57\|132289;2026-05-19\|30.27\|2.61\|28.82\|30.50\|27.73\|151040;2026-05-20\|31.05\|2.58\|29.80\|31.35\|29.66\|135122;2026-05-21\|29.30\|-5.64\|30.58\|30.81\|28.86\|105290;2026-05-22\|29.77\|1.60\|29.60\|30.76\|28.20\|119691;2026-05-25\|28.78\|-3.33\|29.11\|30.18\|28.26\|90870;2026-05-26\|28.67\|-0.38\|28.76\|30.02\|28.04\|78654;2026-05-27\|28.61\|-0.21\|28.31\|28.98\|27.55\|79605;2026-05-28\|28.91\|1.05\|28.92\|29.20\|27.82\|65075;2026-05-29\|30.46\|5.36\|28.80\|30.84\|28.47\|124234;2026-06-01\|33.51\|10.01\|30.60\|33.51\|30.59\|70639;2026-06-02\|36.86\|10.00\|36.00\|36.86\|35.22\|104921;2026-06-03\|35.90\|-2.60\|35.00\|37.95\|34.31\|231102;2026-06-04\|35.06\|-2.34\|35.37\|35.80\|33.59\|128397;2026-06-05\|24.93\|0.28\|25.00\|26.72\|24.45\|171176;2026-06-08\|23.01\|-7.70\|23.62\|25.49\|22.88\|136805;2026-06-09\|23.14\|0.56\|23.17\|24.34\|22.74\|154958;2026-06-10\|25.45\|9.98\|22.82\|25.45\|22.33\|150445;2026-06-11\|24.87\|-2.28\|26.23\|26.71\|23.10\|251401;2026-06-12\|24.09\|-3.14\|24.21\|26.26\|23.80\|165743;2026-06-15\|23.54\|-2.28\|24.09\|24.47\|23.21\|115003;2026-06-16\|23.66\|0.51\|23.31\|24.07\|23.07\|112069;2026-06-17\|24.20\|2.28\|23.66\|24.80\|23.16\|125497;2026-06-18\|23.55\|-2.69\|23.82\|24.11\|22.98\|96925;2026-06-22\|23.52\|-0.13\|23.13\|24.06\|23.01\|85540;2026-06-23\|23.11\|-1.74\|23.83\|24.81\|22.82\|90403;2026-06-24\|22.31\|-3.46\|23.59\|23.92\|21.93\|105688;2026-06-25\|21.66\|-2.91\|22.12\|22.58\|21.46\|105721;2026-06-26\|23.83\|10.02\|21.72\|23.83\|21.72\|66363;2026-06-29\|22.45\|-5.79\|23.62\|24.20\|21.66\|143560;2026-06-30\|22.74\|1.29\|22.47\|22.88\|22.16\|67439;2026-07-01\|22.92\|0.79\|22.96\|23.36\|22.40\|63097;2026-07-02\|23.08\|0.70\|22.79\|24.15\|22.55\|82267;2026-07-03\|22.23\|-3.68\|22.94\|23.20\|22.19\|59040;2026-07-06\|20.74\|-6.70\|22.23\|22.53\|20.69\|70477;2026-07-07\|20.02\|-3.47\|20.66\|21.10\|19.88\|47440;2026-07-08\|19.51\|-2.55\|20.06\|20.40\|19.11\|59247;2026-07-09\|19.86\|1.79\|19.60\|19.97\|19.30\|39391;2026-07-10\|20.34\|2.42\|19.65\|20.60\|19.65\|50113;2026-07-13\|19.31\|-5.06\|20.10\|20.53\|19.24\|43529;2026-07-14\|20.36\|5.44\|19.24\|20.50\|19.12\|47580;2026-07-15\|20.77\|2.01\|20.34\|21.36\|20.28\|54967;2026-07-16\|20.67\|-0.48\|20.88\|21.20\|19.80\|87125;2026-07-17\|19.16\|-7.31\|20.38\|20.95\|18.97\|77194;2026-07-20\|17.49\|-8.72\|19.00\|19.51\|17.24\|91597;2026-07-21\|17.48\|-0.06\|17.41\|17.76\|15.80\|91755;2026-07-22\|17.54\|0.34\|17.50\|17.79\|17.14\|54279;2026-07-23\|18.06\|2.96\|17.45\|18.06\|17.44\|51543;2026-07-24\|17.54\|-2.88\|17.95\|18.22\|17.49\|38325;2026-07-27\|18.08\|3.08\|17.37\|18.19\|17.27\|40387;2026-07-28\|17.68\|-2.21\|18.02\|18.45\|17.61\|40720;2026-07-29\|17.58\|-0.57\|17.69\|17.84\|17.17\|42952;2026-07-30\|16.94\|-3.64\|17.46\|17.85\|16.86\|46996;2026-07-31\|17.33\|2.30\|17.05\|17.49\|17.01\|40180;2026-08-03\|18.40\|6.17\|17.68\|18.54\|17.35\|62153;2026-08-04\|18.90\|2.72\|18.55\|18.95\|18.23\|46397;2026-08-05\|20.79\|10.00\|19.46\|20.79\|19.46\|37175;2026-08-06\|21.78\|4.76\|21.88\|22.80\|21.10\|187739;2026-08-07\|21.88\|0.46\|21.59\|21.96\|20.85\|110996;2026-08-10\|22.60\|3.29\|22.26\|22.68\|21.70\|81669;2026-08-11\|21.78\|-3.63\|22.53\|22.76\|21.73\|56687;2026-08-12\|21.96\|0.83\|21.64\|22.00\|21.36\|39898;2026-08-13\|23.13\|5.33\|22.10\|23.70\|22.00\|90835;2026-08-14\|24.04\|3.93\|23.56\|24.48\|23.03\|112120;2026-08-17\|25.80\|7.32\|23.96\|25.87\|23.89\|103868;2026-08-18\|27.87\|8.02\|26.11\|27.87\|25.95\|137508;2026-08-19\|27.05\|-2.94\|27.30\|29.00\|27.00\|157221;2026-08-20\|29.76\|10.02\|28.15\|29.76\|28.15\|49669;2026-08-21\|28.65\|-3.73\|29.76\|29.76\|27.51\|184410;2026-08-24\|26.42\|-7.78\|28.59\|28.60\|26.25\|140700;2026-08-25\|26.89\|1.78\|26.29\|27.20\|25.79\|100893;2026-08-26\|27.21\|1.19\|26.90\|27.53\|26.61\|79556;2026-08-27\|28.33\|4.12\|27.45\|28.81\|27.11\|78444;2026-08-28\|28.35\|0.07\|28.28\|28.93\|27.88\|67412;2026-08-31\|29.52\|4.13\|27.91\|29.62\|27.84\|71076;2026-09-01\|28.82\|-2.37\|30.06\|31.31\|28.38\|85804;2026-09-02\|29.88\|3.68\|28.80\|29.92\|27.90\|70940;2026-09-03\|29.42\|-1.54\|29.88\|30.69\|28.90\|70240;2026-09-04\|28.14\|-4.35\|30.01\|30.25\|28.00\|67072;2026-09-07\|28.29\|0.53\|28.14\|30.95\|27.60\|155989;2026-09-08\|30.45\|7.64\|28.39\|31.09\|27.83\|161344;2026-09-09\|28.30\|-7.06\|29.93\|31.23\|28.24\|131844;2026-09-10\|27.85\|-1.59\|28.30\|28.41\|27.68\|60814;2026-09-11\|27.21\|-2.30\|27.67\|27.95\|26.80\|58774;2026-09-14\|29.04\|6.73\|27.40\|29.20\|27.00\|71041;2026-09-15\|28.65\|-1.34\|28.54\|29.38\|28.50\|53306
113773		算电协同+东数西算+扭亏为盈+央企行业原因：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3月4日投资者关系活动记录表，公司位于东数西算八大节点中卫市，E 1、E 3、C1数据中心已交付，IT功率约50MW，B 1、B 3、C3土建完成并储备客户，110电站同步建设。 2、据2026年1月31日公告，预计2025年净利润5100–7600万元，同比扭亏，主因关停亏损造纸业务并推进精益运营。 3、据2025年8月19日半年报，公司聚焦绿色低碳数据中心，提供机架出租、网络接入及运维服务，已合作电信、美团、北龙超算等客户。 4、据2025年半年报及2026年3月13日互动易，公司最终控制人为国务院国资委，属中央国有企业。	公司表示数据中心项目建设按规划有序推进中	2026-05-12\|21.34\|-2.29\|21.87\|22.06\|21.07\|875152;2026-05-13\|22.47\|5.30\|21.05\|22.80\|20.82\|1386245;2026-05-14\|21.34\|-5.03\|22.51\|22.77\|21.30\|1004399;2026-05-15\|21.04\|-1.41\|21.36\|22.44\|20.80\|977356;2026-05-18\|20.75\|-1.38\|20.94\|21.77\|20.53\|677365;2026-05-19\|21.12\|1.78\|20.55\|21.13\|20.00\|753624;2026-05-20\|20.11\|-4.78\|20.80\|21.08\|20.00\|684405;2026-05-21\|18.65\|-7.26\|19.99\|20.15\|18.50\|807717;2026-05-22\|19.19\|2.90\|18.80\|19.27\|18.27\|588746;2026-05-25\|19.29\|0.52\|19.64\|19.68\|18.81\|561910;2026-05-26\|17.64\|-8.55\|18.86\|18.96\|17.40\|731051;2026-05-27\|16.52\|-6.35\|17.41\|17.42\|16.41\|665806;2026-05-28\|16.85\|2.00\|16.85\|17.13\|16.44\|493065;2026-05-29\|16.07\|-4.63\|16.86\|17.05\|15.96\|539392;2026-06-01\|16.22\|0.93\|16.01\|16.55\|15.92\|373268;2026-06-02\|16.07\|-0.92\|16.35\|16.48\|15.52\|425869;2026-06-03\|16.12\|0.31\|15.94\|16.49\|15.72\|439451;2026-06-04\|15.88\|-1.49\|15.95\|16.26\|15.71\|339541;2026-06-05\|15.69\|-1.20\|15.85\|16.07\|15.41\|347846;2026-06-08\|15.07\|-3.95\|15.12\|15.59\|14.78\|362271;2026-06-09\|15.34\|1.79\|15.31\|15.43\|15.07\|283258;2026-06-10\|16.87\|9.97\|15.67\|16.87\|15.67\|606819;2026-06-11\|15.66\|-7.17\|15.77\|16.46\|15.54\|766637;2026-06-12\|15.29\|-2.36\|15.89\|15.98\|15.18\|532884;2026-06-15\|16.01\|4.71\|15.48\|16.04\|15.40\|530235;2026-06-16\|16.30\|1.81\|16.06\|16.51\|15.70\|551446;2026-06-17\|17.28\|6.01\|16.49\|17.48\|16.18\|954431;2026-06-18\|17.06\|-1.27\|16.89\|17.44\|16.68\|669501;2026-06-22\|17.75\|4.04\|17.00\|18.27\|16.99\|772901;2026-06-23\|16.55\|-6.76\|17.29\|17.55\|16.45\|625097;2026-06-24\|16.99\|2.66\|16.28\|17.28\|15.55\|639691;2026-06-25\|15.85\|-6.71\|16.67\|16.84\|15.80\|545617;2026-06-26\|14.60\|-7.89\|15.52\|15.80\|14.58\|510236;2026-06-29\|14.10\|-3.42\|14.51\|14.76\|14.02\|389753;2026-06-30\|14.55\|3.19\|14.07\|14.77\|13.84\|445191;2026-07-01\|14.69\|0.96\|14.48\|15.18\|14.18\|510806;2026-07-02\|14.24\|-3.06\|14.49\|14.85\|14.21\|368331;2026-07-03\|13.86\|-2.67\|14.22\|14.44\|13.85\|340225;2026-07-06\|13.50\|-2.60\|13.85\|13.95\|13.42\|279480;2026-07-07\|13.00\|-3.70\|13.51\|13.56\|12.93\|258297;2026-07-08\|13.52\|4.00\|13.01\|13.92\|12.96\|590438;2026-07-09\|13.77\|1.85\|13.36\|13.85\|13.05\|515093;2026-07-10\|14.07\|2.18\|13.72\|14.40\|13.55\|531362;2026-07-13\|13.30\|-5.47\|13.95\|14.37\|13.18\|363827;2026-07-14\|13.16\|-1.05\|13.31\|13.51\|12.50\|361145;2026-07-15\|13.04\|-0.91\|13.08\|13.48\|12.96\|235252;2026-07-16\|12.93\|-0.84\|12.91\|13.36\|12.73\|267595;2026-07-17\|12.12\|-6.26\|12.79\|13.01\|11.97\|319809;2026-07-20\|13.33\|9.98\|13.33\|13.33\|13.33\|157232;2026-07-21\|14.66\|9.98\|14.65\|14.66\|14.60\|303180;2026-07-22\|16.13\|10.03\|16.13\|16.13\|15.51\|901930;2026-07-23\|17.74\|9.98\|16.47\|17.74\|16.13\|1225156;2026-07-24\|16.19\|-8.74\|17.37\|17.37\|16.14\|1640878;2026-07-27\|16.60\|2.53\|16.21\|16.70\|15.60\|1473058;2026-07-28\|15.82\|-4.70\|15.65\|16.40\|15.34\|1029161;2026-07-29\|15.00\|-5.18\|15.72\|15.80\|14.25\|1043558;2026-07-30\|13.80\|-8.00\|14.73\|15.09\|13.70\|843037;2026-07-31\|15.18\|10.00\|14.36\|15.18\|14.27\|641832;2026-08-03\|16.70\|10.01\|15.90\|16.70\|15.78\|926708;2026-08-04\|18.37\|10.00\|18.00\|18.37\|17.69\|369180;2026-08-05\|18.85\|2.61\|19.00\|19.80\|18.52\|2188194;2026-08-06\|18.31\|-2.86\|18.24\|19.13\|17.86\|1680199;2026-08-07\|18.03\|-1.53\|18.04\|18.30\|17.40\|1005686;2026-08-10\|18.22\|1.05\|18.03\|18.89\|18.00\|1092623;2026-08-11\|18.88\|3.62\|18.51\|19.37\|17.85\|1588415;2026-08-12\|18.73\|-0.79\|19.50\|19.80\|18.40\|1395466;2026-08-13\|18.36\|-1.98\|19.22\|19.68\|18.30\|1618649;2026-08-14\|18.97\|3.32\|18.29\|19.60\|17.48\|1774872;2026-08-17\|18.86\|-0.58\|18.50\|19.00\|17.74\|1454303;2026-08-18\|17.87\|-5.25\|18.30\|18.77\|17.78\|988640;2026-08-19\|16.08\|-10.02\|16.64\|16.91\|16.08\|869294;2026-08-20\|16.11\|0.19\|16.12\|16.38\|15.62\|596429;2026-08-21\|16.48\|2.30\|16.06\|16.52\|15.62\|599332;2026-08-24\|16.05\|-2.61\|16.48\|16.77\|15.80\|537722;2026-08-25\|16.70\|4.05\|15.66\|17.29\|15.53\|808846;2026-08-26\|16.27\|-2.57\|16.70\|16.70\|16.01\|594776;2026-08-27\|16.63\|2.21\|16.47\|16.75\|16.12\|607453;2026-08-28\|16.32\|-1.86\|16.63\|16.95\|16.32\|660102;2026-08-31\|16.59\|1.65\|15.90\|16.59\|15.81\|519806;2026-09-01\|16.59\|0.00\|16.66\|17.17\|16.41\|614916;2026-09-02\|16.76\|1.02\|16.32\|16.98\|16.21\|621255;2026-09-03\|16.46\|-1.79\|16.81\|16.85\|16.33\|440175;2026-09-04\|16.18\|-1.70\|16.81\|16.90\|16.05\|633289;2026-09-07\|16.35\|1.05\|16.18\|16.45\|15.91\|405489;2026-09-08\|16.14\|-1.28\|16.33\|16.81\|16.08\|432456;2026-09-09\|16.28\|0.87\|16.31\|17.10\|16.01\|523186;2026-09-10\|15.62\|-4.05\|15.96\|15.96\|15.36\|461657;2026-09-11\|15.44\|-1.15\|15.28\|15.59\|15.05\|353903;2026-09-14\|15.55\|0.71\|15.43\|15.80\|15.34\|320274;2026-09-15\|15.11\|-2.83\|15.57\|15.65\|15.09\|295334
113772		算力租赁+AI政务+华为合作行业原因：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30日年报及一季报，公司“All in AI”战略落地，发布GovClaw政务专属AI Agent OS及“智启”大模型一体机，携手华为共建政务智能体，已服务超280万用户。 2、据2026年4月30日年报，北京七星园智算中心将于2026年7月建成，建成后每分钟可产1亿Token并对外提供算力租赁，形成Token SaaS出海新模式。 3、据2026年4月30日年报，公司“大模型推理机”入选福建省人工智能硬件优质产品名单，已在福建、陕西、重庆等地政务、水利、邮政领域规模应用。	公司首批高性能算力服务器已正式上架投入运营，开始面向全国用户提供算力服务	2026-05-12\|11.33\|2.63\|11.00\|11.33\|10.56\|582136;2026-05-13\|11.72\|3.44\|11.34\|11.81\|11.08\|675005;2026-05-14\|10.79\|-7.94\|11.50\|11.60\|10.60\|503282;2026-05-15\|11.10\|2.87\|10.54\|11.79\|10.54\|490801;2026-05-18\|11.46\|3.24\|11.54\|11.79\|11.28\|451416;2026-05-19\|12.61\|10.03\|11.44\|12.61\|11.23\|489833;2026-05-20\|11.77\|-6.66\|12.49\|12.49\|11.77\|724518;2026-05-21\|11.03\|-6.29\|11.68\|12.06\|10.95\|515449;2026-05-22\|11.01\|-0.18\|11.18\|11.26\|10.60\|348733;2026-05-25\|10.80\|-1.91\|11.16\|11.29\|10.63\|316432;2026-05-26\|10.15\|-6.02\|10.55\|10.68\|9.96\|337335;2026-05-27\|9.58\|-5.62\|10.04\|10.04\|9.47\|263633;2026-05-28\|9.62\|0.42\|9.64\|9.86\|9.37\|187035;2026-05-29\|9.29\|-3.43\|9.82\|9.96\|9.23\|203901;2026-06-01\|9.59\|3.23\|9.28\|9.81\|9.25\|204360;2026-06-02\|9.31\|-2.92\|9.63\|9.70\|9.16\|173131;2026-06-03\|9.11\|-2.15\|9.22\|9.28\|9.04\|143654;2026-06-04\|8.96\|-1.65\|9.04\|9.16\|8.87\|150782;2026-06-05\|8.97\|0.11\|8.91\|9.13\|8.76\|141511;2026-06-08\|8.61\|-4.01\|8.70\|8.91\|8.50\|133458;2026-06-09\|8.78\|1.97\|8.70\|8.83\|8.53\|98694;2026-06-10\|9.66\|10.02\|9.20\|9.66\|9.20\|224399;2026-06-11\|8.84\|-8.49\|9.33\|9.50\|8.72\|329886;2026-06-12\|8.73\|-1.24\|9.02\|9.05\|8.66\|195732;2026-06-15\|9.24\|5.84\|8.76\|9.35\|8.74\|241876;2026-06-16\|9.61\|4.00\|9.00\|9.91\|9.00\|358987;2026-06-17\|9.33\|-2.91\|9.42\|9.57\|9.17\|233453;2026-06-18\|9.15\|-1.93\|9.33\|9.42\|9.08\|156031;2026-06-22\|9.26\|1.20\|9.03\|9.26\|8.93\|158102;2026-06-23\|9.15\|-1.19\|9.15\|9.40\|9.09\|141950;2026-06-24\|8.88\|-2.95\|8.77\|8.94\|8.73\|178236;2026-06-25\|8.21\|-7.54\|8.80\|8.92\|8.00\|237623;2026-06-26\|7.92\|-3.53\|8.13\|8.18\|7.89\|122230;2026-06-29\|7.81\|-1.39\|7.98\|7.98\|7.61\|103582;2026-06-30\|7.89\|1.02\|7.72\|7.98\|7.72\|86529;2026-07-01\|8.08\|2.41\|7.89\|8.16\|7.79\|97391;2026-07-02\|8.03\|-0.62\|8.08\|8.30\|8.02\|129229;2026-07-03\|8.00\|-0.37\|8.08\|8.08\|7.91\|98219;2026-07-06\|7.76\|-3.00\|8.00\|8.04\|7.73\|91960;2026-07-07\|7.51\|-3.22\|7.76\|7.76\|7.48\|78820;2026-07-08\|7.71\|2.66\|7.52\|7.75\|7.47\|90875;2026-07-09\|7.72\|0.13\|7.68\|7.75\|7.42\|92592;2026-07-10\|7.95\|2.98\|7.66\|8.12\|7.60\|143705;2026-07-13\|7.16\|-9.94\|7.16\|7.16\|7.16\|27121;2026-07-14\|7.05\|-1.54\|6.85\|7.10\|6.47\|523062;2026-07-15\|6.65\|-5.67\|6.68\|6.87\|6.57\|347837;2026-07-16\|6.79\|2.11\|6.70\|6.90\|6.57\|219439;2026-07-17\|6.57\|-3.24\|6.82\|6.95\|6.40\|202604;2026-07-20\|6.11\|-7.00\|6.55\|6.63\|6.08\|201469;2026-07-21\|6.19\|1.31\|6.15\|6.25\|5.67\|406060;2026-07-22\|6.00\|-3.07\|6.17\|6.21\|5.93\|218235;2026-07-23\|6.15\|2.50\|5.95\|6.18\|5.91\|183164;2026-07-24\|6.06\|-1.46\|6.08\|6.15\|5.92\|190298;2026-07-27\|6.14\|1.32\|6.00\|6.18\|5.83\|138324;2026-07-28\|6.27\|2.12\|6.08\|6.38\|6.07\|181087;2026-07-29\|6.41\|2.23\|6.35\|6.44\|6.21\|178878;2026-07-30\|6.34\|-1.09\|6.35\|6.65\|6.32\|179268;2026-07-31\|6.73\|6.15\|6.40\|6.83\|6.40\|204382;2026-08-03\|6.87\|2.08\|6.86\|6.90\|6.72\|137642;2026-08-04\|7.18\|4.51\|6.97\|7.25\|6.90\|203733;2026-08-05\|7.20\|0.28\|7.10\|7.31\|7.02\|176271;2026-08-06\|7.24\|0.56\|7.21\|7.37\|7.10\|152978;2026-08-07\|7.09\|-2.07\|7.35\|7.35\|6.87\|157798;2026-08-10\|7.57\|6.77\|7.07\|7.78\|7.03\|392723;2026-08-11\|7.37\|-2.64\|7.39\|7.47\|7.14\|254898;2026-08-12\|7.58\|2.85\|7.30\|7.88\|7.30\|215342;2026-08-13\|7.33\|-3.30\|7.65\|7.75\|7.33\|190631;2026-08-14\|7.33\|0.00\|7.33\|7.49\|7.16\|145220;2026-08-17\|7.40\|0.95\|7.32\|7.45\|7.15\|130939;2026-08-18\|7.20\|-2.70\|7.36\|7.36\|7.09\|118054;2026-08-19\|6.86\|-4.72\|7.09\|7.15\|6.84\|115080;2026-08-20\|6.92\|0.87\|6.90\|6.97\|6.81\|71009;2026-08-21\|6.87\|-0.72\|6.92\|6.96\|6.71\|105587;2026-08-24\|6.78\|-1.31\|6.82\|6.89\|6.69\|65560;2026-08-25\|6.96\|2.65\|6.77\|7.01\|6.68\|71303;2026-08-26\|6.94\|-0.29\|7.00\|7.05\|6.88\|62306;2026-08-27\|6.92\|-0.29\|6.90\|7.02\|6.87\|89131;2026-08-28\|6.96\|0.58\|6.90\|7.06\|6.89\|98503;2026-08-31\|7.10\|2.01\|6.90\|7.12\|6.79\|105101;2026-09-01\|7.22\|1.69\|7.10\|7.52\|7.06\|179180;2026-09-02\|7.18\|-0.55\|7.14\|7.23\|7.08\|113412;2026-09-03\|7.03\|-2.09\|7.19\|7.23\|6.98\|98568;2026-09-04\|7.10\|1.00\|7.05\|7.25\|7.03\|100705;2026-09-07\|7.12\|0.28\|7.08\|7.15\|6.99\|83825;2026-09-08\|7.09\|-0.42\|7.13\|7.16\|7.04\|68011;2026-09-09\|6.99\|-1.41\|7.10\|7.12\|6.92\|85759;2026-09-10\|6.92\|-1.00\|7.02\|7.03\|6.83\|63715;2026-09-11\|6.81\|-1.59\|6.88\|6.89\|6.68\|77722;2026-09-14\|6.81\|0.00\|6.87\|7.15\|6.78\|117639;2026-09-15\|6.69\|-1.76\|6.81\|6.96\|6.62\|105684
113771		算力集群+光纤+CPO 行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年1月30日投资者关系活动记录表，公司已完成向17家机构定增募资19.20亿元，资金用于智算中心及5G网络建设，印尼智算一期已部分交付。 2、据2025年12月25日互动易，在智算业务上，公司已具备规模化的运营优势与智算中心全国性布局，目前已运营算力规模超过17000P，为金山云、阶跃星辰、临港算力、青海联通、济南超级计算中心有限公司等客户提供智算服务。 3、据2025年7月30日募集说明书及2025年半年报，公司主营通信网络建设，具备通信工程施工总承包壹级等全资质，与三大运营商长期合作，并生产100G-800G光模块、光纤耦合器等产品。	1、公司中标约7.4亿元智能算力枢纽中心项目； 2、光通信产品和设备是公司主要的技术服务领域之一，公司有光模块产品的技术储备，目前主要生产无源光模块产品	2026-05-12\|29.93\|-3.76\|31.50\|31.58\|29.85\|429867;2026-05-13\|31.35\|4.74\|29.75\|31.96\|29.47\|514958;2026-05-14\|30.50\|-2.71\|31.59\|31.63\|29.90\|466217;2026-05-15\|31.15\|2.13\|30.48\|32.50\|30.40\|669286;2026-05-18\|32.03\|2.83\|31.50\|32.30\|31.15\|638084;2026-05-19\|33.35\|4.12\|31.80\|34.59\|31.51\|753883;2026-05-20\|32.27\|-3.24\|33.01\|34.50\|32.10\|581029;2026-05-21\|29.92\|-7.28\|32.37\|32.77\|29.85\|517206;2026-05-22\|30.62\|2.34\|30.26\|30.92\|29.61\|358124;2026-05-25\|27.56\|-9.99\|30.92\|31.20\|27.56\|397558;2026-05-26\|26.24\|-4.79\|26.36\|27.35\|25.23\|642928;2026-05-27\|24.67\|-5.98\|25.98\|26.18\|24.25\|429784;2026-05-28\|24.75\|0.32\|24.70\|25.27\|23.79\|336730;2026-05-29\|23.34\|-5.70\|24.80\|24.80\|23.02\|327829;2026-06-01\|23.01\|-1.41\|23.03\|23.62\|22.89\|211731;2026-06-02\|22.68\|-1.43\|23.18\|23.30\|22.21\|202655;2026-06-03\|22.98\|1.32\|22.55\|23.55\|22.45\|296904;2026-06-04\|22.87\|-0.48\|22.60\|23.03\|22.41\|209157;2026-06-05\|22.77\|-0.44\|22.90\|23.44\|22.08\|280846;2026-06-08\|22.00\|-3.38\|21.75\|22.57\|21.51\|263658;2026-06-09\|22.30\|1.36\|22.25\|22.38\|21.80\|203014;2026-06-10\|24.53\|10.00\|24.00\|24.53\|23.60\|239624;2026-06-11\|22.87\|-6.77\|24.50\|24.50\|22.64\|546134;2026-06-12\|22.42\|-1.97\|23.31\|23.39\|22.38\|342441;2026-06-15\|23.88\|6.51\|22.63\|23.95\|22.60\|368599;2026-06-16\|24.37\|2.05\|23.65\|24.52\|23.64\|316763;2026-06-17\|24.27\|-0.41\|24.10\|25.05\|23.90\|325904;2026-06-18\|25.22\|3.91\|24.31\|25.50\|24.31\|368382;2026-06-22\|25.53\|1.23\|24.83\|25.90\|24.80\|349461;2026-06-23\|24.06\|-5.76\|25.45\|25.45\|23.91\|305073;2026-06-24\|24.19\|0.54\|24.06\|24.43\|23.23\|221404;2026-06-25\|23.28\|-3.76\|23.96\|24.13\|23.11\|236217;2026-06-26\|21.65\|-7.00\|23.00\|23.00\|21.63\|246081;2026-06-29\|20.61\|-4.80\|21.50\|21.77\|20.52\|215095;2026-06-30\|21.37\|3.69\|20.86\|21.80\|20.50\|187960;2026-07-01\|21.51\|0.66\|21.57\|22.21\|20.92\|218215;2026-07-02\|20.79\|-3.35\|21.14\|21.64\|20.70\|177312;2026-07-03\|20.88\|0.43\|20.55\|21.15\|20.55\|136984;2026-07-06\|19.92\|-4.60\|21.10\|21.10\|19.80\|185766;2026-07-07\|19.00\|-4.62\|20.05\|20.05\|18.88\|161311;2026-07-08\|19.34\|1.79\|19.05\|19.87\|18.80\|185006;2026-07-09\|19.75\|2.12\|19.41\|19.77\|18.68\|199484;2026-07-10\|20.61\|4.35\|19.59\|21.39\|19.50\|293957;2026-07-13\|19.53\|-5.24\|20.47\|21.60\|19.44\|207489;2026-07-14\|19.18\|-1.79\|19.37\|19.75\|18.56\|165579;2026-07-15\|18.16\|-5.32\|18.70\|19.23\|18.00\|206463;2026-07-16\|18.40\|1.32\|17.88\|19.08\|17.77\|188219;2026-07-17\|17.18\|-6.63\|18.31\|18.31\|16.88\|192260;2026-07-20\|17.58\|2.75\|17.69\|18.51\|17.03\|248804;2026-07-21\|18.13\|3.13\|17.57\|18.13\|16.40\|255312;2026-07-22\|18.49\|1.99\|18.05\|19.03\|17.94\|239541;2026-07-23\|18.97\|2.60\|18.48\|19.29\|18.31\|240814;2026-07-24\|18.16\|-4.27\|18.51\|18.84\|18.08\|139143;2026-07-27\|18.50\|1.87\|18.00\|18.50\|17.80\|116296;2026-07-28\|18.31\|-1.03\|18.16\|18.58\|18.00\|104878;2026-07-29\|18.19\|-0.66\|18.30\|18.32\|17.54\|149257;2026-07-30\|17.31\|-4.84\|17.98\|18.19\|17.30\|134435;2026-07-31\|18.22\|5.26\|17.83\|18.60\|17.82\|210514;2026-08-03\|18.88\|3.62\|18.25\|19.08\|18.25\|170692;2026-08-04\|19.03\|0.79\|18.81\|19.18\|17.50\|488526;2026-08-05\|19.58\|2.89\|18.73\|19.86\|18.63\|396460;2026-08-06\|20.29\|3.63\|19.30\|20.98\|19.28\|542115;2026-08-07\|19.72\|-2.81\|20.13\|20.20\|19.31\|406857;2026-08-10\|19.23\|-2.48\|19.60\|19.67\|18.97\|279467;2026-08-11\|19.05\|-0.94\|19.59\|19.63\|18.71\|221853;2026-08-12\|19.66\|3.20\|19.35\|20.41\|19.07\|458931;2026-08-13\|19.79\|0.66\|20.25\|20.77\|19.71\|510122;2026-08-14\|20.34\|2.78\|19.99\|20.60\|19.47\|490695;2026-08-17\|20.64\|1.47\|20.34\|21.00\|20.14\|477918;2026-08-18\|20.03\|-2.96\|20.45\|20.48\|19.80\|327821;2026-08-19\|18.21\|-9.09\|19.42\|19.53\|18.08\|335894;2026-08-20\|17.89\|-1.76\|18.48\|18.52\|17.75\|218915;2026-08-21\|18.47\|3.24\|17.71\|18.74\|17.51\|261003;2026-08-24\|18.13\|-1.84\|18.47\|18.48\|17.90\|181098;2026-08-25\|18.54\|2.26\|18.00\|18.66\|17.80\|186240;2026-08-26\|18.60\|0.32\|18.74\|19.05\|18.42\|151914;2026-08-27\|18.91\|1.67\|18.63\|18.93\|18.45\|187638;2026-08-28\|18.53\|-2.01\|18.78\|19.08\|18.50\|193029;2026-08-31\|18.89\|1.94\|18.10\|18.95\|18.03\|168618;2026-09-01\|18.51\|-2.01\|19.19\|19.22\|18.47\|166935;2026-09-02\|18.43\|-0.43\|18.25\|18.65\|18.16\|125536;2026-09-03\|18.48\|0.27\|18.55\|18.77\|18.27\|125920;2026-09-04\|18.33\|-0.81\|18.65\|19.15\|18.20\|249595;2026-09-07\|18.61\|1.53\|18.42\|18.74\|18.26\|151943;2026-09-08\|18.54\|-0.38\|18.67\|19.07\|18.43\|206420;2026-09-09\|18.65\|0.59\|18.53\|18.96\|18.21\|220850;2026-09-10\|18.31\|-1.82\|18.53\|18.64\|18.13\|156897;2026-09-11\|17.91\|-2.18\|18.40\|18.50\|17.65\|176680;2026-09-14\|18.00\|0.50\|17.76\|18.10\|17.62\|126650;2026-09-15\|17.40\|-3.33\|18.10\|18.20\|17.38\|157443
113770		AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	公司主营集成吊顶、集成墙面，设立全资子公司北宸星穹，服务于AI智算行业，专注于满足客户算力调度、存算协同及推理响应需求	2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|83.91\|-7.57\|90.64\|90.82\|83.04\|28415;2026-07-14\|87.15\|3.86\|84.70\|87.80\|81.87\|18304;2026-07-15\|87.25\|0.11\|88.89\|89.23\|85.93\|14800;2026-07-16\|84.77\|-2.84\|88.09\|89.67\|84.00\|25465;2026-07-17\|76.66\|-9.57\|85.73\|86.12\|76.40\|20706;2026-07-20\|72.00\|-6.08\|77.36\|79.83\|71.38\|28793;2026-07-21\|79.20\|10.00\|73.11\|79.20\|66.33\|30973;2026-07-22\|78.83\|-0.47\|80.00\|82.88\|77.75\|27740;2026-07-23\|79.22\|0.49\|79.61\|81.00\|77.36\|16773;2026-07-24\|78.22\|-1.26\|80.00\|80.01\|77.02\|14959;2026-07-27\|79.22\|1.28\|77.50\|79.55\|76.35\|15108;2026-07-28\|74.98\|-5.35\|78.60\|79.83\|74.34\|12787;2026-07-29\|72.74\|-2.99\|75.12\|75.12\|71.03\|14100;2026-07-30\|66.66\|-8.36\|72.44\|73.00\|66.66\|17627;2026-07-31\|73.33\|10.01\|68.89\|73.33\|68.89\|17691;2026-08-03\|68.15\|-7.06\|73.33\|73.57\|67.46\|22744;2026-08-04\|71.07\|4.28\|68.17\|71.98\|67.61\|18436;2026-08-05\|75.92\|6.82\|71.08\|76.36\|70.62\|22483;2026-08-06\|80.71\|6.31\|75.00\|82.06\|74.52\|29667;2026-08-07\|80.30\|-0.51\|80.29\|81.58\|77.81\|19401;2026-08-10\|78.08\|-2.76\|80.71\|80.91\|76.28\|15659;2026-08-11\|77.50\|-0.74\|77.75\|78.70\|75.00\|9919;2026-08-12\|78.63\|1.46\|77.73\|80.34\|77.00\|13078;2026-08-13\|76.81\|-2.31\|79.60\|81.00\|76.71\|11881;2026-08-14\|78.38\|2.04\|77.35\|78.39\|75.66\|11771;2026-08-17\|80.83\|3.13\|78.40\|80.88\|77.95\|13432;2026-08-18\|84.57\|4.63\|80.50\|85.43\|80.10\|26432;2026-08-19\|76.11\|-10.00\|82.72\|84.00\|76.11\|21183;2026-08-20\|75.05\|-1.39\|75.35\|76.86\|73.72\|13874;2026-08-21\|76.16\|1.48\|74.00\|76.67\|73.55\|8551;2026-08-24\|75.14\|-1.34\|76.40\|76.40\|73.27\|9835;2026-08-25\|73.90\|-1.65\|73.20\|74.84\|72.08\|9861;2026-08-26\|74.54\|0.87\|74.25\|75.79\|73.18\|8231;2026-08-27\|76.07\|2.05\|74.79\|77.42\|74.32\|9221;2026-08-28\|75.47\|-0.79\|76.07\|77.20\|74.84\|8258;2026-08-31\|79.30\|5.07\|74.94\|79.70\|73.88\|13440;2026-09-01\|77.89\|-1.78\|78.85\|78.88\|76.40\|9397;2026-09-02\|78.11\|0.28\|77.12\|78.90\|76.11\|9261;2026-09-03\|79.38\|1.63\|78.85\|80.85\|77.78\|11856;2026-09-04\|77.50\|-2.37\|80.40\|80.40\|77.03\|12189;2026-09-07\|77.46\|-0.05\|77.56\|79.00\|76.30\|9137;2026-09-08\|77.76\|0.39\|77.00\|79.98\|76.60\|8852;2026-09-09\|78.18\|0.54\|77.76\|80.00\|77.46\|7437;2026-09-10\|76.43\|-2.24\|78.20\|78.81\|76.23\|6250;2026-09-11\|75.71\|-0.94\|76.43\|76.60\|73.50\|8503;2026-09-14\|74.10\|-2.13\|74.79\|75.00\|73.21\|7198;2026-09-15\|73.75\|-0.47\|74.10\|74.88\|73.56\|5445
113769	央视财经：AI智能体市场或迎爆发式增长	涨停揭秘：央视财经指出AI智能体市场或迎爆发式增长，公司三维数字城市底图与提亚引擎深度适配智能体交互需求；涨停缘由：提亚数科构建城市级数字孪生平台，自研提亚引擎支持实时图形渲染与多模态交互，契合AI智能体在政务、基建场景落地；资金逻辑：板块联动效应显著，人工智能大模型概念当日上涨2.81%，资金聚焦具备真实交付能力的三维可视化龙头；风险提示：业绩弹性依赖政府类项目节奏，AI智能体商业化进程尚处早期，短期估值提升缺乏盈利支撑	公司旗下提亚数科以城市基建、生态建筑等要素搭建三维数字城市底图，实现数字孪生实时图形呈现与应用，其自研提亚引擎作为全流程数据驱动的一站式生产平台持续迭代	2026-05-12\|20.54\|-1.72\|20.81\|20.94\|20.51\|44921;2026-05-13\|20.58\|0.19\|20.56\|20.80\|20.44\|37267;2026-05-14\|20.18\|-1.94\|20.69\|20.90\|20.16\|43662;2026-05-15\|20.23\|0.25\|20.18\|20.57\|20.07\|44663;2026-05-18\|21.96\|8.55\|20.21\|22.26\|20.21\|153622;2026-05-19\|22.44\|2.19\|21.48\|22.89\|21.48\|184686;2026-05-20\|21.48\|-4.28\|22.15\|22.34\|21.40\|103091;2026-05-21\|20.87\|-2.84\|21.58\|22.04\|20.79\|79183;2026-05-22\|21.04\|0.81\|20.89\|21.21\|20.51\|69578;2026-05-25\|20.91\|-0.62\|21.06\|21.79\|20.78\|63085;2026-05-26\|20.55\|-1.72\|20.75\|21.18\|20.25\|66222;2026-05-27\|19.91\|-3.11\|20.57\|20.64\|19.78\|67772;2026-05-28\|20.15\|1.21\|19.88\|20.32\|19.50\|68350;2026-05-29\|19.31\|-4.17\|20.15\|20.57\|19.18\|63234;2026-06-01\|19.63\|1.66\|19.31\|20.10\|19.01\|59859;2026-06-02\|18.93\|-3.57\|19.63\|19.77\|18.84\|55965;2026-06-03\|18.57\|-1.90\|18.89\|19.02\|18.35\|53849;2026-06-04\|17.99\|-3.12\|18.39\|18.63\|17.84\|49492;2026-06-05\|18.48\|2.72\|18.04\|18.80\|17.63\|66602;2026-06-08\|19.59\|6.01\|18.03\|20.16\|17.94\|146162;2026-06-09\|20.46\|4.44\|19.66\|20.83\|19.61\|139125;2026-06-10\|22.67\|10.80\|20.20\|23.00\|20.10\|232536;2026-06-11\|20.91\|-7.76\|21.99\|22.18\|20.64\|196415;2026-06-12\|20.82\|-0.43\|20.74\|21.67\|20.40\|163939;2026-06-15\|20.01\|-3.89\|20.58\|20.98\|19.79\|159746;2026-06-16\|19.79\|-1.10\|19.92\|20.26\|19.52\|124040;2026-06-17\|19.48\|-1.57\|19.60\|20.04\|19.37\|91511;2026-06-18\|19.27\|-1.08\|19.18\|19.97\|18.65\|104834;2026-06-22\|20.17\|4.67\|19.11\|20.48\|18.96\|184262;2026-06-23\|20.02\|-0.74\|19.90\|20.47\|19.77\|153306;2026-06-24\|19.07\|-4.75\|19.70\|19.91\|18.76\|136562;2026-06-25\|18.15\|-4.82\|18.90\|19.06\|17.98\|107015;2026-06-26\|17.75\|-2.20\|18.01\|18.48\|17.51\|111701;2026-06-29\|17.26\|-2.76\|17.71\|18.37\|16.73\|105387;2026-06-30\|17.37\|0.64\|17.10\|17.68\|16.98\|77788;2026-07-01\|17.55\|1.04\|17.31\|17.78\|17.12\|104087;2026-07-02\|17.19\|-2.05\|17.53\|18.43\|17.14\|115388;2026-07-03\|17.32\|0.76\|17.28\|17.83\|17.13\|85389;2026-07-06\|16.55\|-4.45\|17.39\|17.63\|16.55\|82239;2026-07-07\|16.30\|-1.51\|16.55\|16.93\|16.20\|58541;2026-07-08\|16.17\|-0.80\|15.99\|16.36\|15.84\|47771;2026-07-09\|16.26\|0.56\|16.01\|16.34\|15.73\|61214;2026-07-10\|16.47\|1.29\|16.13\|16.85\|16.11\|64787;2026-07-13\|15.41\|-6.44\|16.39\|16.52\|15.36\|64993;2026-07-14\|15.59\|1.17\|15.50\|15.64\|15.08\|47439;2026-07-15\|15.85\|1.67\|15.59\|16.00\|15.41\|46010;2026-07-16\|16.02\|1.07\|15.66\|16.30\|15.58\|50786;2026-07-17\|15.20\|-5.12\|16.08\|16.20\|15.01\|65940;2026-07-20\|14.65\|-3.62\|15.13\|15.60\|14.30\|71855;2026-07-21\|14.59\|-0.41\|14.65\|14.81\|13.61\|77687;2026-07-22\|14.25\|-2.33\|14.66\|14.75\|14.18\|49252;2026-07-23\|14.39\|0.98\|14.20\|14.50\|14.00\|54827;2026-07-24\|14.02\|-2.57\|14.24\|14.24\|13.85\|47593;2026-07-27\|14.45\|3.07\|14.00\|14.48\|13.90\|42203;2026-07-28\|14.49\|0.28\|14.36\|14.85\|14.32\|43887;2026-07-29\|14.81\|2.21\|14.65\|14.83\|14.48\|55753;2026-07-30\|14.62\|-1.28\|14.78\|15.13\|14.57\|53544;2026-07-31\|15.42\|5.47\|14.89\|15.67\|14.73\|77228;2026-08-03\|15.85\|2.79\|15.30\|15.91\|15.30\|55432;2026-08-04\|16.24\|2.46\|15.77\|16.37\|15.77\|45560;2026-08-05\|16.28\|0.25\|16.27\|16.57\|16.07\|55023;2026-08-06\|16.22\|-0.37\|16.27\|16.52\|15.97\|53569;2026-08-07\|16.04\|-1.11\|16.23\|16.30\|15.67\|50378;2026-08-10\|16.23\|1.18\|16.00\|16.29\|15.81\|39025;2026-08-11\|16.37\|0.86\|16.24\|16.58\|16.08\|54188;2026-08-12\|16.62\|1.53\|16.29\|16.76\|16.29\|42691;2026-08-13\|16.36\|-1.56\|16.56\|16.89\|16.36\|44571;2026-08-14\|16.20\|-0.98\|16.45\|16.50\|16.03\|36727;2026-08-17\|16.55\|2.16\|16.15\|16.58\|16.05\|36429;2026-08-18\|16.39\|-0.97\|16.42\|16.53\|16.16\|31686;2026-08-19\|15.80\|-3.60\|16.28\|16.29\|15.76\|34139;2026-08-20\|16.20\|2.53\|15.89\|16.36\|15.85\|35111;2026-08-21\|16.12\|-0.49\|16.14\|16.21\|15.80\|25935;2026-08-24\|15.88\|-1.49\|16.12\|16.21\|15.70\|26556;2026-08-25\|16.32\|2.77\|15.85\|16.46\|15.70\|34427;2026-08-26\|16.24\|-0.49\|16.21\|16.45\|16.00\|26238;2026-08-27\|16.19\|-0.31\|16.16\|16.33\|16.09\|25242;2026-08-28\|16.32\|0.80\|16.25\|16.46\|16.24\|34245;2026-08-31\|16.72\|2.45\|16.18\|16.79\|15.91\|58272;2026-09-01\|16.96\|1.44\|16.63\|17.05\|16.51\|58186;2026-09-02\|16.99\|0.18\|17.05\|17.25\|16.75\|53259;2026-09-03\|16.61\|-2.24\|17.15\|17.30\|16.60\|51396;2026-09-04\|16.62\|0.06\|16.86\|17.18\|16.50\|51675;2026-09-07\|17.07\|2.71\|16.78\|17.45\|16.65\|73923;2026-09-08\|17.78\|4.16\|18.00\|18.70\|17.50\|195318;2026-09-09\|16.70\|-6.07\|17.30\|17.46\|16.62\|126295;2026-09-10\|16.25\|-2.69\|16.58\|16.74\|16.21\|70080;2026-09-11\|15.96\|-1.78\|16.16\|16.18\|15.71\|58770;2026-09-14\|15.85\|-0.69\|15.90\|16.06\|15.73\|33857;2026-09-15\|15.48\|-2.33\|15.97\|15.99\|15.37\|42445
113768	央视财经：AI智能体市场或迎爆发式增长	算力租赁+AI一体机+国产芯片行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2025年5月30日公告，全资子公司签订3.97亿元含税算力资源租赁服务合同，提供五年期算力设备租用、软件平台及技术支持。 2、据2025年10月16日互动易，公司与江原科技联合发布品原AI一体机并适配国产开源大模型，公司为其境内代理商及境外独家代理商。 3、据2025年12月16日机构调研，品原AI一体机单卡能效达主流GPU2.5倍，已在国防装备领域逐步替代英伟达产品，未来不排除联合上下游探索产业联盟以构建“芯片+整机+云平台+大模型”全国产链。	国内专业的云计算及行业信息化服务提供商；公司联合深圳江原科技有限公司推出了品原AI一体机 Station 液冷工作站，支持本地大模型运行，搭配自研算力调度平台，已在政务、金融、科研等行业落地	2026-05-12\|113.58\|-2.45\|114.69\|115.99\|110.70\|105784;2026-05-13\|109.06\|-3.98\|112.44\|112.44\|105.00\|87838;2026-05-14\|108.91\|-0.14\|111.06\|116.80\|108.90\|91126;2026-05-15\|100.64\|-7.59\|106.87\|108.17\|98.49\|103639;2026-05-18\|100.38\|-0.26\|101.43\|105.20\|99.01\|53132;2026-05-19\|99.08\|-1.30\|100.27\|100.42\|94.68\|77395;2026-05-20\|95.70\|-3.41\|99.08\|99.94\|95.03\|54664;2026-05-21\|89.50\|-6.48\|97.37\|98.29\|89.29\|63380;2026-05-22\|90.05\|0.61\|91.28\|91.28\|89.08\|38920;2026-05-25\|88.63\|-1.58\|91.00\|91.06\|87.20\|40380;2026-05-26\|85.28\|-3.78\|87.82\|88.66\|83.29\|53168;2026-05-27\|81.00\|-5.02\|85.62\|85.67\|80.18\|37527;2026-05-28\|80.20\|-0.99\|81.08\|81.31\|78.49\|39020;2026-05-29\|76.50\|-4.61\|81.00\|82.72\|75.91\|41506;2026-06-01\|80.61\|5.37\|77.11\|84.65\|75.70\|74180;2026-06-02\|83.83\|3.99\|82.00\|86.99\|81.15\|71708;2026-06-03\|83.86\|0.04\|82.20\|89.00\|82.20\|83612;2026-06-04\|84.99\|1.35\|83.06\|86.46\|80.33\|66398;2026-06-05\|84.22\|-0.91\|85.49\|85.55\|82.59\|42205;2026-06-08\|80.70\|-4.18\|80.40\|85.50\|78.99\|55833;2026-06-09\|81.92\|1.51\|81.75\|83.03\|80.91\|39896;2026-06-10\|94.08\|14.84\|81.00\|97.68\|80.00\|131791;2026-06-11\|91.17\|-3.09\|89.00\|98.16\|89.00\|106730;2026-06-12\|81.07\|-11.08\|92.61\|94.61\|80.00\|122174;2026-06-15\|83.03\|2.42\|81.00\|86.00\|81.00\|74744;2026-06-16\|85.36\|2.81\|83.03\|86.30\|81.82\|53909;2026-06-17\|85.25\|-0.13\|84.64\|85.94\|81.15\|60874;2026-06-18\|102.30\|20.00\|85.20\|102.30\|83.76\|118605;2026-06-22\|100.37\|-1.89\|99.91\|106.66\|97.31\|102171;2026-06-23\|103.68\|3.30\|99.00\|106.50\|98.06\|118303;2026-06-24\|108.60\|4.75\|101.51\|114.50\|96.20\|120311;2026-06-25\|106.00\|-2.39\|106.18\|108.59\|100.76\|103454;2026-06-26\|97.99\|-7.56\|101.02\|103.90\|96.06\|69360;2026-06-29\|96.46\|-1.56\|97.00\|102.00\|94.12\|48584;2026-06-30\|102.69\|6.46\|98.00\|104.87\|96.44\|65746;2026-07-01\|104.09\|1.36\|102.51\|106.98\|99.88\|77624;2026-07-02\|106.98\|2.78\|99.27\|114.00\|98.50\|94755;2026-07-03\|100.13\|-6.40\|107.00\|112.50\|99.33\|73596;2026-07-06\|98.11\|-2.02\|99.28\|101.84\|95.60\|51116;2026-07-07\|92.65\|-5.57\|98.00\|98.00\|91.70\|52272;2026-07-08\|96.39\|4.04\|93.14\|98.62\|91.30\|52233;2026-07-09\|94.36\|-2.11\|97.34\|97.34\|85.73\|67043;2026-07-10\|93.50\|-0.91\|95.00\|99.50\|93.00\|48140;2026-07-13\|89.05\|-4.76\|97.00\|99.62\|88.87\|47742;2026-07-14\|88.97\|-0.09\|90.99\|90.99\|84.33\|36637;2026-07-15\|88.06\|-1.02\|89.68\|91.50\|86.50\|27961;2026-07-16\|85.60\|-2.79\|86.98\|89.33\|84.44\|30283;2026-07-17\|75.18\|-12.17\|86.00\|86.20\|75.06\|54503;2026-07-20\|75.79\|0.81\|77.26\|82.59\|73.98\|60198;2026-07-21\|77.22\|1.89\|76.22\|78.90\|66.58\|62830;2026-07-22\|77.16\|-0.08\|76.00\|79.49\|75.05\|40174;2026-07-23\|75.55\|-2.09\|78.00\|78.11\|74.57\|26778;2026-07-24\|72.60\|-3.90\|74.00\|75.55\|72.28\|28093;2026-07-27\|76.67\|5.61\|72.10\|77.29\|70.31\|30284;2026-07-28\|69.88\|-8.86\|75.98\|76.14\|69.60\|31752;2026-07-29\|66.76\|-4.46\|70.65\|70.65\|64.13\|40636;2026-07-30\|61.99\|-7.14\|66.67\|67.15\|61.03\|43831;2026-07-31\|69.22\|11.66\|65.98\|73.49\|65.37\|60147;2026-08-03\|70.77\|2.24\|70.05\|76.00\|68.60\|55272;2026-08-04\|74.79\|5.68\|71.81\|75.80\|71.00\|38380;2026-08-05\|79.50\|6.30\|74.79\|79.95\|74.00\|55603;2026-08-06\|82.29\|3.51\|78.71\|85.40\|78.00\|49801;2026-08-07\|83.88\|1.93\|82.00\|84.48\|79.80\|38992;2026-08-10\|83.00\|-1.05\|83.88\|83.88\|80.30\|30081;2026-08-11\|81.00\|-2.41\|82.32\|82.78\|79.01\|26567;2026-08-12\|82.35\|1.67\|81.35\|83.57\|80.97\|29177;2026-08-13\|82.05\|-0.36\|86.29\|86.87\|82.00\|39245;2026-08-14\|82.01\|-0.05\|82.00\|83.30\|79.60\|31575;2026-08-17\|83.60\|1.94\|82.84\|84.20\|81.38\|34927;2026-08-18\|81.17\|-2.91\|82.80\|83.20\|79.10\|35712;2026-08-19\|73.80\|-9.08\|79.00\|79.88\|73.00\|37978;2026-08-20\|72.30\|-2.03\|75.99\|75.99\|71.00\|29423;2026-08-21\|72.35\|0.07\|70.86\|72.90\|70.03\|21227;2026-08-24\|68.80\|-4.91\|71.72\|73.56\|67.11\|22270;2026-08-25\|68.90\|0.15\|68.00\|69.54\|66.10\|18081;2026-08-26\|68.11\|-1.15\|68.47\|69.99\|66.16\|20220;2026-08-27\|71.75\|5.34\|68.34\|71.85\|68.10\|23656;2026-08-28\|71.46\|-0.40\|72.69\|73.69\|71.00\|34359;2026-08-31\|73.18\|2.41\|70.00\|73.61\|69.05\|19062;2026-09-01\|73.32\|0.19\|73.21\|77.00\|72.38\|39181;2026-09-02\|77.03\|5.06\|71.01\|78.85\|71.01\|53542;2026-09-03\|73.67\|-4.36\|76.51\|79.78\|72.74\|43871;2026-09-04\|71.08\|-3.52\|74.34\|74.87\|70.32\|30006;2026-09-07\|73.35\|3.19\|71.00\|73.98\|70.29\|28233;2026-09-08\|71.90\|-1.98\|73.31\|73.96\|71.34\|19635;2026-09-09\|69.68\|-3.09\|72.45\|72.98\|68.88\|26012;2026-09-10\|69.08\|-0.86\|69.50\|70.30\|68.05\|17644;2026-09-11\|67.50\|-2.29\|68.66\|68.66\|65.70\|25770;2026-09-14\|66.87\|-0.93\|66.87\|67.77\|65.88\|11973;2026-09-15\|66.71\|-0.24\|66.14\|67.99\|66.14\|13519
113767	央视财经：AI智能体市场或迎爆发式增长	音视频软件+《仙剑奇侠传》IP+MR 1、据2026年5月18日投资者关系管理信息，公司2026年重点推进《仙剑奇侠传》等IP的MR交互游戏与全感剧场内容开发，推进多城市落地推广与场景合作。 2、据2026年5月18日投资者关系管理信息，公司2026年将持续聚焦高毛利的音视频软件等产品解决方案业务，全力提升盈利水平与经营质量；据2025年年度报告，该业务2025年营收同比增长5440.61%，毛利率达50.72%。 3、据2026年5月18日投资者关系管理信息，公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率；据2025年年度报告，公司主要研发项目包括AI智能媒资拆条系统等。	公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率	2026-05-12\|10.22\|10.85\|9.29\|10.48\|9.01\|425663;2026-05-13\|10.02\|-1.96\|10.09\|10.43\|9.88\|322734;2026-05-14\|9.61\|-4.09\|10.09\|10.15\|9.50\|231780;2026-05-15\|9.90\|3.02\|9.66\|10.21\|9.61\|276436;2026-05-18\|10.08\|1.82\|9.81\|10.45\|9.71\|312600;2026-05-19\|9.95\|-1.29\|10.00\|10.41\|9.73\|209553;2026-05-20\|9.91\|-0.40\|9.87\|10.04\|9.57\|197592;2026-05-21\|9.47\|-4.44\|9.92\|10.25\|9.43\|212510;2026-05-22\|9.62\|1.58\|9.55\|9.76\|9.36\|161313;2026-05-25\|9.34\|-2.91\|9.55\|9.62\|9.03\|198267;2026-05-26\|9.28\|-0.64\|9.30\|9.47\|9.05\|171574;2026-05-27\|8.77\|-5.50\|9.20\|9.37\|8.58\|217255;2026-05-28\|8.71\|-0.68\|8.78\|8.85\|8.33\|180353;2026-05-29\|8.24\|-5.40\|8.72\|8.88\|8.21\|146539;2026-06-01\|8.80\|6.80\|8.33\|9.05\|8.17\|197805;2026-06-02\|8.39\|-4.66\|8.83\|8.94\|8.31\|130333;2026-06-03\|7.95\|-5.24\|8.39\|8.39\|7.85\|195388;2026-06-04\|7.56\|-4.91\|7.90\|8.01\|7.47\|228206;2026-06-05\|7.79\|3.04\|7.51\|8.03\|7.46\|222636;2026-06-08\|7.29\|-6.42\|7.55\|7.79\|7.26\|180062;2026-06-09\|7.78\|6.72\|7.39\|7.91\|7.25\|224508;2026-06-10\|9.34\|20.05\|7.71\|9.34\|7.59\|460696;2026-06-11\|10.97\|17.45\|9.24\|11.08\|9.05\|749311;2026-06-12\|9.10\|-17.05\|10.22\|10.49\|8.88\|645642;2026-06-15\|8.86\|-2.64\|8.92\|9.21\|8.56\|450194;2026-06-16\|8.99\|1.47\|8.78\|9.27\|8.59\|306047;2026-06-17\|8.81\|-2.00\|8.99\|9.18\|8.42\|291290;2026-06-18\|8.81\|0.00\|8.71\|9.02\|8.65\|218940;2026-06-22\|8.66\|-1.70\|8.74\|9.23\|8.38\|313414;2026-06-23\|8.58\|-0.92\|8.75\|8.76\|8.46\|164663;2026-06-24\|8.43\|-1.75\|8.49\|8.65\|8.15\|194733;2026-06-25\|8.14\|-3.44\|8.44\|8.65\|8.01\|189996;2026-06-26\|9.77\|20.02\|8.06\|9.77\|7.99\|505356;2026-06-29\|8.28\|-15.25\|10.25\|10.33\|7.99\|727867;2026-06-30\|8.13\|-1.81\|8.21\|8.50\|7.99\|394155;2026-07-01\|8.40\|3.32\|8.23\|8.71\|8.13\|327430;2026-07-02\|8.52\|1.43\|8.26\|9.10\|8.19\|296755;2026-07-03\|8.06\|-5.40\|8.56\|8.60\|7.90\|310118;2026-07-06\|7.98\|-0.99\|8.10\|8.18\|7.95\|163458;2026-07-07\|7.70\|-3.51\|7.98\|7.99\|7.65\|150227;2026-07-08\|7.74\|0.52\|7.76\|8.15\|7.50\|201485;2026-07-09\|7.67\|-0.90\|7.65\|7.76\|7.47\|133537;2026-07-10\|7.80\|1.69\|7.68\|7.99\|7.51\|164245;2026-07-13\|7.38\|-5.38\|7.68\|7.78\|7.30\|161656;2026-07-14\|7.81\|5.83\|7.39\|7.85\|7.13\|170528;2026-07-15\|7.54\|-3.46\|7.72\|7.79\|7.39\|116575;2026-07-16\|7.61\|0.93\|7.42\|7.69\|7.40\|89172;2026-07-17\|7.08\|-6.96\|7.55\|7.85\|7.07\|151690;2026-07-20\|6.70\|-5.37\|7.08\|7.16\|6.48\|181879;2026-07-21\|6.76\|0.90\|6.70\|6.83\|6.06\|201547;2026-07-22\|6.60\|-2.37\|6.60\|6.81\|6.56\|125552;2026-07-23\|6.34\|-3.94\|6.54\|6.65\|6.28\|195395;2026-07-24\|6.06\|-4.42\|6.25\|6.31\|6.06\|124655;2026-07-27\|6.08\|0.33\|6.00\|6.19\|5.86\|252220;2026-07-28\|6.07\|-0.16\|5.94\|6.38\|5.91\|204780;2026-07-29\|6.17\|1.65\|6.08\|6.26\|5.95\|201727;2026-07-30\|5.86\|-5.02\|6.14\|6.27\|5.81\|201096;2026-07-31\|6.28\|7.17\|5.98\|6.35\|5.97\|254172;2026-08-03\|6.32\|0.64\|6.25\|6.33\|6.17\|120043;2026-08-04\|6.50\|2.85\|6.41\|6.60\|6.36\|174383;2026-08-05\|6.78\|4.31\|6.51\|6.95\|6.45\|202551;2026-08-06\|6.79\|0.15\|6.79\|6.90\|6.63\|151015;2026-08-07\|6.77\|-0.29\|6.79\|6.82\|6.51\|136044;2026-08-10\|6.87\|1.48\|6.83\|6.91\|6.66\|118617;2026-08-11\|6.87\|0.00\|6.85\|6.94\|6.66\|115688;2026-08-12\|6.91\|0.58\|6.91\|7.00\|6.85\|93442;2026-08-13\|6.76\|-2.17\|6.99\|7.02\|6.71\|131302;2026-08-14\|6.72\|-0.59\|6.80\|6.83\|6.57\|119753;2026-08-17\|6.88\|2.38\|6.83\|6.93\|6.72\|116725;2026-08-18\|6.68\|-2.91\|6.90\|6.90\|6.61\|134805;2026-08-19\|6.36\|-4.79\|6.62\|6.64\|6.36\|111693;2026-08-20\|6.41\|0.79\|6.48\|6.55\|6.35\|80503;2026-08-21\|6.43\|0.31\|6.35\|6.46\|6.27\|84713;2026-08-24\|6.27\|-2.49\|6.41\|6.51\|6.20\|99390;2026-08-25\|6.50\|3.67\|6.33\|6.53\|6.19\|119075;2026-08-26\|6.50\|0.00\|6.49\|6.57\|6.36\|78293;2026-08-27\|6.54\|0.62\|6.50\|6.57\|6.45\|69159;2026-08-28\|6.51\|-0.46\|6.57\|6.63\|6.47\|78741;2026-08-31\|6.48\|-0.46\|6.40\|6.52\|6.26\|141181;2026-09-01\|6.58\|1.54\|6.48\|6.65\|6.41\|159972;2026-09-02\|6.51\|-1.06\|6.51\|6.57\|6.41\|94383;2026-09-03\|6.42\|-1.38\|6.55\|6.60\|6.35\|94546;2026-09-04\|6.36\|-0.93\|6.46\|6.56\|6.32\|129607;2026-09-07\|6.29\|-1.10\|6.37\|6.43\|6.27\|106527;2026-09-08\|6.56\|4.29\|6.35\|7.00\|6.31\|373696;2026-09-09\|6.25\|-4.73\|6.49\|6.70\|6.25\|348901;2026-09-10\|6.25\|0.00\|6.15\|6.30\|6.05\|181121;2026-09-11\|6.13\|-1.92\|6.27\|6.27\|6.03\|119569;2026-09-14\|6.05\|-1.31\|6.14\|6.16\|6.01\|98438;2026-09-15\|5.89\|-2.64\|6.05\|6.07\|5.88\|102225
113766	央视财经：AI智能体市场或迎爆发式增长	大宗商品供应链+跨境电商+参股期货+江苏国资 1、据2026年4月24日年报，公司持续增强跨境电商新动能，提升跨境电商业务占比和质效，实现跨境电商进出口2.32亿美元，增长率68.47%。 2、2026年4月24日年报，公司供应链运营业务聚焦大宗商品主业，发挥在镍矿、锌精矿、铜精矿等金属矿产细分品类以及油品化工、纸浆进出口等领域的优势，延伸产业链集成服务。 3、据同花顺概念解析，公司持有江苏弘业期货经纪有限公司7.05%的股权，持有江苏锦泰期货经纪有限公司2.27%的股权。 4、据公司披露，公司属于国有企业，最终控制人为江苏省人民政府国有资产监督管理委员会。	公司联合江南大学推出AI虚拟试穿技术，共同研发的“100%靛蓝染色尼龙技术”	2026-05-12\|2.78\|-2.11\|2.83\|2.84\|2.77\|219230;2026-05-13\|2.82\|1.44\|2.76\|2.82\|2.76\|183985;2026-05-14\|2.73\|-3.19\|2.81\|2.83\|2.73\|192881;2026-05-15\|2.69\|-1.47\|2.74\|2.75\|2.67\|208305;2026-05-18\|2.68\|-0.37\|2.68\|2.69\|2.63\|194139;2026-05-19\|2.72\|1.49\|2.68\|2.73\|2.68\|175226;2026-05-20\|2.65\|-2.57\|2.72\|2.72\|2.63\|160810;2026-05-21\|2.56\|-3.40\|2.65\|2.69\|2.55\|209014;2026-05-22\|2.58\|0.78\|2.58\|2.60\|2.53\|182359;2026-05-25\|2.56\|-0.78\|2.59\|2.61\|2.53\|134443;2026-05-26\|2.50\|-2.34\|2.55\|2.55\|2.48\|200733;2026-05-27\|2.47\|-1.20\|2.49\|2.53\|2.44\|245964;2026-05-28\|2.49\|0.81\|2.48\|2.52\|2.44\|176474;2026-05-29\|2.47\|-0.80\|2.50\|2.55\|2.45\|227407;2026-06-01\|2.72\|10.12\|2.46\|2.72\|2.44\|267264;2026-06-02\|2.66\|-2.21\|2.74\|2.76\|2.63\|571498;2026-06-03\|2.58\|-3.01\|2.66\|2.67\|2.55\|361056;2026-06-04\|2.70\|4.65\|2.60\|2.84\|2.58\|876050;2026-06-05\|2.58\|-4.44\|2.68\|2.70\|2.55\|614539;2026-06-08\|2.50\|-3.10\|2.50\|2.68\|2.47\|410170;2026-06-09\|2.46\|-1.60\|2.53\|2.55\|2.39\|341940;2026-06-10\|2.71\|10.16\|2.44\|2.71\|2.37\|594311;2026-06-11\|2.78\|2.58\|2.74\|2.89\|2.61\|1201177;2026-06-12\|2.75\|-1.08\|2.70\|2.75\|2.62\|639305;2026-06-15\|2.74\|-0.36\|2.72\|2.77\|2.68\|516524;2026-06-16\|2.72\|-0.73\|2.73\|2.74\|2.66\|329024;2026-06-17\|2.56\|-5.88\|2.72\|2.72\|2.55\|450458;2026-06-18\|2.53\|-1.17\|2.56\|2.57\|2.47\|286664;2026-06-22\|2.50\|-1.19\|2.53\|2.53\|2.44\|290201;2026-06-23\|2.53\|1.20\|2.50\|2.60\|2.49\|342989;2026-06-24\|2.42\|-4.35\|2.49\|2.55\|2.40\|322637;2026-06-25\|2.28\|-5.79\|2.43\|2.44\|2.26\|423355;2026-06-26\|2.29\|0.44\|2.26\|2.45\|2.23\|463225;2026-06-29\|2.24\|-2.18\|2.27\|2.29\|2.20\|255031;2026-06-30\|2.25\|0.45\|2.23\|2.28\|2.19\|222440;2026-07-01\|2.31\|2.67\|2.24\|2.32\|2.22\|321255;2026-07-02\|2.27\|-1.73\|2.26\|2.35\|2.26\|269997;2026-07-03\|2.32\|2.20\|2.27\|2.33\|2.27\|207407;2026-07-06\|2.26\|-2.59\|2.32\|2.33\|2.25\|189853;2026-07-07\|2.19\|-3.10\|2.25\|2.25\|2.17\|214157;2026-07-08\|2.19\|0.00\|2.18\|2.21\|2.14\|151565;2026-07-09\|2.21\|0.91\|2.18\|2.22\|2.15\|168014;2026-07-10\|2.27\|2.71\|2.19\|2.35\|2.16\|345207;2026-07-13\|2.21\|-2.64\|2.24\|2.27\|2.18\|217709;2026-07-14\|2.24\|1.36\|2.19\|2.25\|2.16\|193016;2026-07-15\|2.28\|2.24\|2.22\|2.33\|2.22\|229399;2026-07-16\|2.31\|1.32\|2.29\|2.33\|2.25\|173731;2026-07-17\|2.24\|-3.03\|2.31\|2.35\|2.21\|255690;2026-07-20\|2.23\|-0.45\|2.21\|2.30\|2.20\|218757;2026-07-21\|2.20\|-1.35\|2.22\|2.24\|2.15\|231510;2026-07-22\|2.18\|-0.91\|2.18\|2.22\|2.17\|135162;2026-07-23\|2.26\|3.67\|2.18\|2.26\|2.17\|205790;2026-07-24\|2.17\|-3.98\|2.24\|2.26\|2.17\|172433;2026-07-27\|2.25\|3.69\|2.17\|2.26\|2.15\|213925;2026-07-28\|2.25\|0.00\|2.23\|2.29\|2.23\|144124;2026-07-29\|2.29\|1.78\|2.25\|2.31\|2.25\|205809;2026-07-30\|2.29\|0.00\|2.29\|2.35\|2.27\|210573;2026-07-31\|2.33\|1.75\|2.28\|2.33\|2.28\|193591;2026-08-03\|2.43\|4.29\|2.34\|2.43\|2.33\|271225;2026-08-04\|2.40\|-1.23\|2.43\|2.45\|2.38\|150435;2026-08-05\|2.41\|0.42\|2.40\|2.43\|2.38\|156051;2026-08-06\|2.41\|0.00\|2.40\|2.42\|2.37\|146087;2026-08-07\|2.39\|-0.83\|2.40\|2.41\|2.34\|157084;2026-08-10\|2.45\|2.51\|2.38\|2.46\|2.38\|191950;2026-08-11\|2.43\|-0.82\|2.45\|2.46\|2.41\|114094;2026-08-12\|2.47\|1.65\|2.42\|2.48\|2.42\|133008;2026-08-13\|2.46\|-0.40\|2.48\|2.49\|2.42\|177232;2026-08-14\|2.44\|-0.81\|2.45\|2.46\|2.40\|236694;2026-08-17\|2.44\|0.00\|2.43\|2.45\|2.40\|204160;2026-08-18\|2.42\|-0.82\|2.44\|2.45\|2.40\|117950;2026-08-19\|2.37\|-2.07\|2.41\|2.44\|2.35\|152496;2026-08-20\|2.41\|1.69\|2.37\|2.43\|2.37\|154353;2026-08-21\|2.40\|-0.41\|2.41\|2.42\|2.36\|127580;2026-08-24\|2.41\|0.42\|2.40\|2.44\|2.38\|131573;2026-08-25\|2.48\|2.90\|2.40\|2.49\|2.40\|197938;2026-08-26\|2.49\|0.40\|2.48\|2.53\|2.47\|169200;2026-08-27\|2.49\|0.00\|2.48\|2.52\|2.47\|161800;2026-08-28\|2.51\|0.80\|2.48\|2.52\|2.46\|159943;2026-08-31\|2.48\|-1.20\|2.49\|2.50\|2.46\|186895;2026-09-01\|2.53\|2.02\|2.48\|2.55\|2.47\|179512;2026-09-02\|2.49\|-1.58\|2.51\|2.53\|2.46\|172648;2026-09-03\|2.47\|-0.80\|2.50\|2.52\|2.45\|124607;2026-09-04\|2.48\|0.40\|2.47\|2.51\|2.45\|146159;2026-09-07\|2.49\|0.40\|2.47\|2.50\|2.45\|163811;2026-09-08\|2.55\|2.41\|2.48\|2.56\|2.48\|244551;2026-09-09\|2.54\|-0.39\|2.53\|2.56\|2.50\|171536;2026-09-10\|2.53\|-0.39\|2.54\|2.56\|2.50\|130440;2026-09-11\|2.44\|-3.56\|2.52\|2.52\|2.42\|193954;2026-09-14\|2.44\|0.00\|2.42\|2.48\|2.41\|145088;2026-09-15\|2.36\|-3.28\|2.44\|2.45\|2.35\|164793
113765	央视财经：AI智能体市场或迎爆发式增长	AI应用+算力服务+金融科技行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年5月15日投资者关系活动记录表，公司人工智能综合服务营业收入较上年同期上升7.27%，毛利额较上年同期上升69.58%，毛利率33.45%，较上年同期提升12.29个百分点，毛利额、毛利率贡献均位居公司各业务板块首位。 2、公司以人工智能解决方案、金融科技解决方案及数据中心解决方案为基础，搭建覆盖算力基础设施、AI算法、大模型、AI Agent的全栈布局，为金融机构提供数据中心及算力中心建设、改建、部署、调优、维保等综合算力服务。 3、公司金融科技综合服务客户覆盖股份制银行、城商行、农商农信、证券、保险等金融机构，2025年销售合同续签客户数量达77.48%，客户粘性较高。 4、据2026年5月8日互动易，公司目前经营正常，不存在被实施退市风险警示或其他风险警示的情形。	公司以人工智能解决方案、金融科技解决方案及数据中心解决方案为基础，搭建覆盖算力基础设施、AI算法、大模型、AI Agent的全栈布局，为金融机构提供数据中心及算力中心建设、改建、部署、调优、维保等综合算力服务	2026-05-12\|21.43\|-1.92\|21.85\|21.99\|21.36\|69844;2026-05-13\|21.53\|0.47\|21.38\|21.79\|21.07\|90702;2026-05-14\|20.57\|-4.46\|21.52\|21.74\|20.57\|97315;2026-05-15\|20.43\|-0.68\|20.63\|20.94\|20.30\|75928;2026-05-18\|20.46\|0.15\|20.37\|20.74\|20.20\|67605;2026-05-19\|20.63\|0.83\|20.45\|20.72\|20.25\|68577;2026-05-20\|20.08\|-2.67\|20.58\|20.61\|19.98\|72296;2026-05-21\|19.41\|-3.34\|20.15\|20.69\|19.41\|110721;2026-05-22\|19.52\|0.57\|19.64\|19.79\|19.10\|82873;2026-05-25\|19.29\|-1.18\|19.52\|19.90\|19.10\|81527;2026-05-26\|19.29\|0.00\|19.11\|19.55\|18.90\|96611;2026-05-27\|18.34\|-4.92\|19.27\|19.29\|18.23\|115041;2026-05-28\|18.31\|-0.16\|18.33\|18.47\|17.74\|100845;2026-05-29\|17.60\|-3.88\|18.40\|18.75\|17.57\|90857;2026-06-01\|19.36\|10.00\|17.60\|19.36\|17.60\|161033;2026-06-02\|18.62\|-3.82\|19.54\|19.59\|18.38\|223057;2026-06-03\|18.38\|-1.29\|18.49\|19.15\|18.10\|152768;2026-06-04\|18.91\|2.88\|18.23\|19.88\|18.23\|252710;2026-06-05\|18.92\|0.05\|18.79\|19.66\|18.61\|236365;2026-06-08\|18.97\|0.26\|18.29\|19.50\|18.29\|195572;2026-06-09\|18.80\|-0.90\|19.15\|19.20\|18.50\|144523;2026-06-10\|20.68\|10.00\|18.60\|20.68\|18.50\|303375;2026-06-11\|20.35\|-1.60\|20.31\|20.63\|19.89\|365609;2026-06-12\|21.55\|5.90\|20.40\|21.78\|20.33\|425026;2026-06-15\|21.85\|1.39\|21.11\|22.10\|21.00\|344894;2026-06-16\|20.71\|-5.22\|21.49\|21.49\|20.57\|278990;2026-06-17\|20.82\|0.53\|20.56\|21.48\|20.36\|235411;2026-06-18\|19.82\|-4.80\|20.43\|20.51\|19.70\|241222;2026-06-22\|21.80\|9.99\|19.70\|21.80\|19.62\|310996;2026-06-23\|22.78\|4.50\|22.91\|23.98\|22.48\|714924;2026-06-24\|22.15\|-2.77\|22.52\|22.55\|21.80\|394611;2026-06-25\|21.98\|-0.77\|22.03\|22.80\|21.73\|326527;2026-06-26\|20.98\|-4.55\|21.76\|22.67\|20.90\|291069;2026-06-29\|21.40\|2.00\|21.05\|21.54\|20.67\|244885;2026-06-30\|21.83\|2.01\|21.10\|21.84\|20.44\|242395;2026-07-01\|22.52\|3.16\|21.65\|22.84\|21.65\|300851;2026-07-02\|21.46\|-4.71\|22.08\|22.55\|21.33\|218583;2026-07-03\|21.48\|0.09\|21.58\|21.70\|21.00\|148434;2026-07-06\|19.33\|-10.01\|21.37\|21.47\|19.33\|214803;2026-07-07\|17.40\|-9.98\|18.31\|18.70\|17.40\|164612;2026-07-08\|16.51\|-5.11\|16.47\|17.36\|15.66\|269026;2026-07-09\|15.03\|-8.96\|15.99\|16.01\|14.86\|344142;2026-07-10\|16.38\|8.98\|15.10\|16.53\|14.70\|383983;2026-07-13\|15.10\|-7.81\|16.20\|16.37\|15.01\|247270;2026-07-14\|14.88\|-1.46\|15.08\|15.19\|14.23\|173874;2026-07-15\|14.71\|-1.14\|14.72\|15.12\|14.59\|126811;2026-07-16\|14.71\|0.00\|14.67\|15.04\|14.45\|124396;2026-07-17\|14.01\|-4.76\|14.63\|14.78\|13.62\|165967;2026-07-20\|13.67\|-2.43\|14.02\|14.47\|13.38\|146501;2026-07-21\|14.01\|2.49\|13.66\|14.01\|12.92\|149123;2026-07-22\|13.57\|-3.14\|13.83\|13.98\|13.53\|96093;2026-07-23\|13.75\|1.33\|13.50\|13.80\|13.46\|83647;2026-07-24\|13.28\|-3.42\|13.59\|13.63\|13.26\|68734;2026-07-27\|13.81\|3.99\|13.32\|13.81\|13.16\|94063;2026-07-28\|14.15\|2.46\|13.70\|14.31\|13.66\|133519;2026-07-29\|14.39\|1.70\|14.06\|14.44\|13.91\|129177;2026-07-30\|15.03\|4.45\|14.40\|15.83\|14.35\|305774;2026-07-31\|15.79\|5.06\|15.00\|15.98\|14.80\|342118;2026-08-03\|15.36\|-2.72\|15.33\|15.50\|15.01\|202104;2026-08-04\|15.79\|2.80\|15.55\|15.96\|15.30\|223389;2026-08-05\|15.87\|0.51\|15.79\|16.27\|15.67\|201858;2026-08-06\|16.03\|1.01\|15.70\|16.35\|15.60\|197469;2026-08-07\|15.80\|-1.43\|15.90\|16.05\|15.32\|178587;2026-08-10\|15.88\|0.51\|15.95\|15.98\|15.63\|102656;2026-08-11\|15.85\|-0.19\|15.88\|16.03\|15.55\|90468;2026-08-12\|16.09\|1.51\|15.88\|16.19\|15.70\|95188;2026-08-13\|15.76\|-2.05\|16.13\|16.37\|15.75\|117093;2026-08-14\|15.61\|-0.95\|15.78\|15.93\|15.35\|93818;2026-08-17\|15.66\|0.32\|15.52\|15.73\|15.29\|72487;2026-08-18\|15.36\|-1.92\|15.67\|15.71\|15.14\|79205;2026-08-19\|14.51\|-5.53\|15.09\|15.20\|14.45\|87183;2026-08-20\|14.80\|2.00\|14.66\|14.93\|14.54\|61984;2026-08-21\|15.05\|1.69\|14.79\|15.19\|14.51\|89053;2026-08-24\|14.96\|-0.60\|14.85\|15.45\|14.80\|84124;2026-08-25\|15.76\|5.35\|14.93\|15.84\|14.71\|147923;2026-08-26\|16.18\|2.67\|15.70\|16.89\|15.53\|220397;2026-08-27\|16.36\|1.11\|16.09\|16.39\|16.03\|171607;2026-08-28\|16.30\|-0.37\|16.42\|16.60\|16.23\|125037;2026-08-31\|16.22\|-0.49\|16.09\|16.29\|15.89\|96214;2026-09-01\|16.63\|2.53\|16.21\|16.83\|16.15\|119683;2026-09-02\|16.52\|-0.66\|16.40\|16.74\|16.25\|100818;2026-09-03\|16.29\|-1.39\|16.65\|16.76\|16.28\|83028;2026-09-04\|16.55\|1.60\|16.68\|17.21\|16.45\|186137;2026-09-07\|16.22\|-1.99\|16.27\|16.52\|16.15\|115943;2026-09-08\|16.35\|0.80\|16.22\|16.55\|16.07\|78863;2026-09-09\|15.99\|-2.20\|16.25\|16.34\|15.87\|65302;2026-09-10\|15.80\|-1.19\|15.97\|15.99\|15.70\|44159;2026-09-11\|15.32\|-3.04\|15.74\|15.79\|15.16\|69256;2026-09-14\|15.14\|-1.17\|15.32\|15.44\|15.06\|51758;2026-09-15\|14.85\|-1.92\|15.15\|15.30\|14.83\|47206
113764	央视财经：AI智能体市场或迎爆发式增长	华为昇腾+算力租赁+扭亏行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年9月19日互动易，公司为华为“鲲鹏/昇腾/海思+大模型+鸿蒙”全方位战略合作伙伴，兆瀚系列AI服务器、大模型工作站及“AI×鸿蒙”行业方案将在华为全联接大会首次亮相。 2、据2025年9月19日互动易，公司已中标长沙、重庆、济南人工智能计算中心及东数西算贵州枢纽节点等政府智算项目，提供国产算力支撑。 3、据2025年1月31日业绩预告，公司预计2025年归母净利润5000–7500万元，同比增149.75%–174.63%，实现扭亏为盈。	公司及旗下开鸿智谷作为开源鸿蒙核心共建单位、开源鸿蒙项目群A类捐赠人、开源鸿蒙AI Model SIG组长单位，依托基于开源鸿蒙自研的在鸿OS 3.0底层能力，近期完成了OpenClaw的深度适配与预集成，推出搭载该融合能力的AI BOX（边缘AI小站）。	2026-05-12\|34.01\|-3.44\|35.18\|35.18\|33.70\|1076623;2026-05-13\|35.23\|3.59\|33.70\|35.50\|33.42\|1082257;2026-05-14\|33.67\|-4.43\|35.53\|35.70\|33.65\|903351;2026-05-15\|33.33\|-1.01\|33.54\|34.11\|33.22\|693661;2026-05-18\|33.93\|1.80\|33.68\|34.19\|33.55\|600285;2026-05-19\|34.68\|2.21\|33.84\|34.69\|33.27\|761041;2026-05-20\|33.70\|-2.83\|34.45\|34.68\|33.60\|616826;2026-05-21\|32.27\|-4.24\|34.10\|34.10\|32.22\|734876;2026-05-22\|32.23\|-0.12\|32.27\|32.58\|31.68\|560046;2026-05-25\|33.17\|2.92\|32.40\|33.45\|31.84\|812117;2026-05-26\|32.25\|-2.77\|32.84\|33.44\|32.01\|544502;2026-05-27\|30.55\|-5.27\|32.00\|32.00\|30.46\|718719;2026-05-28\|30.86\|1.01\|30.55\|31.09\|29.94\|542436;2026-05-29\|29.68\|-3.82\|30.95\|31.27\|29.55\|495094;2026-06-01\|30.48\|2.70\|29.74\|30.86\|29.73\|514072;2026-06-02\|30.04\|-1.44\|30.50\|30.59\|29.47\|406454;2026-06-03\|29.87\|-0.57\|30.00\|30.40\|29.65\|392747;2026-06-04\|29.03\|-2.81\|29.56\|29.60\|28.82\|472943;2026-06-05\|28.39\|-2.20\|29.00\|29.10\|28.12\|474780;2026-06-08\|27.05\|-4.72\|27.25\|28.17\|26.65\|500198;2026-06-09\|28.10\|3.88\|27.49\|28.50\|26.90\|540995;2026-06-10\|30.91\|10.00\|28.11\|30.91\|28.01\|616774;2026-06-11\|28.92\|-6.44\|30.59\|30.59\|28.88\|870623;2026-06-12\|29.81\|3.08\|29.20\|30.59\|28.85\|927366;2026-06-15\|30.19\|1.27\|29.82\|30.30\|29.56\|676244;2026-06-16\|30.01\|-0.60\|29.85\|30.20\|29.41\|547947;2026-06-17\|29.50\|-1.70\|29.70\|29.97\|29.24\|500794;2026-06-18\|30.54\|3.53\|29.86\|30.76\|29.48\|780514;2026-06-22\|31.20\|2.16\|30.40\|31.36\|30.01\|799191;2026-06-23\|29.86\|-4.29\|30.79\|31.07\|29.85\|598780;2026-06-24\|29.24\|-2.08\|29.60\|29.60\|28.51\|558403;2026-06-25\|28.46\|-2.67\|28.91\|29.45\|28.29\|549986;2026-06-26\|26.89\|-5.52\|28.32\|28.90\|26.89\|582256;2026-06-29\|26.86\|-0.11\|26.80\|27.40\|26.41\|429072;2026-06-30\|28.01\|4.28\|27.15\|28.23\|26.88\|501244;2026-07-01\|28.47\|1.64\|28.10\|28.94\|27.81\|509330;2026-07-02\|29.89\|4.99\|28.10\|31.32\|28.00\|1437127;2026-07-03\|29.18\|-2.38\|29.74\|30.00\|28.83\|878222;2026-07-06\|30.10\|3.15\|29.18\|30.39\|28.75\|837572;2026-07-07\|28.80\|-4.32\|29.53\|30.30\|28.80\|567120;2026-07-08\|30.84\|7.08\|29.73\|31.32\|29.19\|1207181;2026-07-09\|31.92\|3.50\|30.00\|32.40\|29.68\|1401692;2026-07-10\|32.08\|0.50\|31.61\|32.98\|30.80\|1389234;2026-07-13\|33.00\|2.87\|32.00\|33.50\|31.80\|1375264;2026-07-14\|30.59\|-7.30\|33.65\|33.88\|30.00\|1299901;2026-07-15\|28.13\|-8.04\|29.80\|29.80\|27.78\|1055991;2026-07-16\|29.95\|6.47\|27.25\|30.94\|27.22\|1380015;2026-07-17\|27.38\|-8.58\|29.20\|29.80\|27.10\|1053274;2026-07-20\|27.80\|1.53\|27.90\|28.68\|26.50\|840472;2026-07-21\|27.99\|0.68\|27.28\|28.18\|26.38\|910830;2026-07-22\|28.73\|2.64\|27.51\|29.41\|27.31\|1018740;2026-07-23\|28.01\|-2.51\|28.46\|29.07\|27.71\|681572;2026-07-24\|26.86\|-4.11\|27.46\|28.12\|26.84\|554865;2026-07-27\|27.26\|1.49\|26.50\|27.34\|25.84\|514095;2026-07-28\|26.61\|-2.38\|26.77\|27.19\|26.40\|395307;2026-07-29\|26.26\|-1.32\|26.50\|26.86\|25.38\|540984;2026-07-30\|24.59\|-6.36\|26.00\|26.31\|24.52\|613549;2026-07-31\|25.93\|5.45\|25.20\|26.45\|25.16\|750273;2026-08-03\|26.21\|1.08\|25.93\|26.67\|25.90\|451681;2026-08-04\|27.38\|4.46\|26.50\|27.58\|26.43\|661432;2026-08-05\|27.81\|1.57\|27.08\|28.18\|27.00\|657465;2026-08-06\|27.40\|-1.47\|27.47\|27.86\|27.01\|514687;2026-08-07\|27.19\|-0.77\|27.40\|27.62\|26.62\|446452;2026-08-10\|26.01\|-4.34\|26.49\|26.65\|25.82\|756553;2026-08-11\|26.32\|1.19\|26.00\|26.79\|25.50\|561487;2026-08-12\|26.27\|-0.19\|26.60\|26.74\|26.11\|365205;2026-08-13\|26.15\|-0.46\|26.66\|27.08\|26.14\|621980;2026-08-14\|26.44\|1.11\|26.20\|26.55\|25.73\|551010;2026-08-17\|26.71\|1.02\|26.42\|26.74\|25.92\|522337;2026-08-18\|27.19\|1.80\|26.50\|27.93\|25.79\|1128346;2026-08-19\|25.66\|-5.63\|26.30\|26.40\|25.65\|635140;2026-08-20\|25.67\|0.04\|25.66\|26.23\|25.42\|361734;2026-08-21\|25.50\|-0.66\|25.44\|25.80\|25.01\|284948;2026-08-24\|25.08\|-1.65\|25.53\|25.56\|25.01\|232755;2026-08-25\|25.18\|0.40\|24.90\|25.30\|24.80\|202720;2026-08-26\|25.39\|0.83\|25.18\|25.55\|25.05\|256121;2026-08-27\|25.60\|0.83\|25.39\|25.65\|25.34\|272042;2026-08-28\|25.50\|-0.39\|25.66\|26.16\|25.50\|368141;2026-08-31\|25.60\|0.39\|25.01\|25.63\|25.01\|253864;2026-09-01\|26.27\|2.62\|25.60\|26.72\|25.58\|659264;2026-09-02\|25.47\|-3.05\|25.79\|25.90\|25.43\|374959;2026-09-03\|25.41\|-0.24\|25.59\|25.76\|25.32\|216222;2026-09-04\|25.48\|0.28\|25.69\|25.95\|25.39\|335294;2026-09-07\|25.88\|1.57\|25.81\|25.94\|25.46\|313107;2026-09-08\|25.79\|-0.35\|25.87\|26.16\|25.70\|285926;2026-09-09\|25.74\|-0.19\|25.64\|26.20\|25.23\|316267;2026-09-10\|25.22\|-1.94\|25.40\|25.51\|25.21\|196803;2026-09-11\|25.30\|0.32\|25.02\|25.60\|24.82\|293374;2026-09-14\|25.18\|-0.47\|25.03\|25.36\|25.03\|171045;2026-09-15\|25.06\|-0.48\|25.18\|25.42\|25.05\|168668
113763	央视财经：AI智能体市场或迎爆发式增长	IP运营+版权开发+AI应用+国企行业原因： 1、据科创板日报6月11日报道，OpenAI正考虑大幅下调向用户收取的Token费用，市场预期AI应用端“Token价格战”来临，将显著降低下游应用成本，驱动商业模式爆发。 2、据浙商证券6月8日研报，美股AI软件股近期强劲反弹，“AI吞噬论”的线性叙事并不符合真实产业逻辑，美国Agent已在ToB企业内部广泛渗透，国内有望后续在相关领域发力。公司原因： 1、据2026年5月8日互动易，公司深化版权开发与IP运营，通过与“不白吃”“混知”“米吴科学”“海尔兄弟”等头部IP战略合作，做强“少年读”等自有品牌，2025年打造亿元产品群5个、千万元产品线34条；据2026年4月30日年报，公司拓展“二次元”主题空间，加强与优质动漫IP联动。 2、据2026年4月30日年报及2026年5月8日互动易，公司聚焦以IP深度运营为核心的VR/AR、AIGC等新型技术应用产品开发，已推出AI营销策划及短视频生成平台、上线AI智能审校系统，并形成多模态集成生产能力。 3、据2026年4月30日年报，公司的最终控制人为青岛市财政局，属于国有企业。	公司针对出版行业开放了“万象出版大模型”，属于出版行业第一个垂直细分的大模型	2026-05-12\|6.10\|-2.24\|6.28\|6.28\|6.08\|40232;2026-05-13\|6.18\|1.31\|6.26\|6.29\|6.15\|59936;2026-05-14\|6.03\|-2.43\|6.20\|6.22\|6.03\|49136;2026-05-15\|6.02\|-0.17\|6.00\|6.12\|5.98\|38352;2026-05-18\|6.02\|0.00\|6.02\|6.04\|5.90\|53247;2026-05-19\|6.20\|2.99\|6.02\|6.20\|6.00\|47218;2026-05-20\|6.02\|-2.90\|6.12\|6.20\|5.98\|49308;2026-05-21\|5.81\|-3.49\|6.11\|6.11\|5.81\|53074;2026-05-22\|5.87\|1.03\|5.81\|5.93\|5.76\|41256;2026-05-25\|5.93\|1.02\|5.85\|6.04\|5.85\|48542;2026-05-26\|5.73\|-3.37\|5.93\|5.97\|5.67\|50670;2026-05-27\|5.60\|-2.27\|5.70\|5.84\|5.56\|44085;2026-05-28\|5.59\|-0.18\|5.60\|5.73\|5.48\|36220;2026-05-29\|5.61\|0.36\|5.65\|5.73\|5.57\|45295;2026-06-01\|5.95\|6.06\|5.64\|6.00\|5.57\|81794;2026-06-02\|5.71\|-4.03\|5.96\|5.98\|5.67\|66035;2026-06-03\|5.56\|-2.63\|5.67\|5.75\|5.54\|57154;2026-06-04\|5.35\|-3.78\|5.56\|5.60\|5.30\|68014;2026-06-05\|5.51\|2.99\|5.34\|5.57\|5.34\|61997;2026-06-08\|5.46\|-0.91\|5.46\|5.61\|5.33\|68417;2026-06-09\|5.57\|2.01\|5.48\|5.62\|5.39\|64298;2026-06-10\|6.13\|10.05\|5.83\|6.13\|5.83\|186264;2026-06-11\|5.63\|-8.16\|6.26\|6.50\|5.57\|440511;2026-06-12\|6.19\|9.95\|5.65\|6.19\|5.45\|340711;2026-06-15\|5.81\|-6.14\|5.83\|5.93\|5.74\|394291;2026-06-16\|5.55\|-4.47\|5.78\|5.79\|5.49\|268884;2026-06-17\|5.32\|-4.14\|5.50\|5.52\|5.31\|179022;2026-06-18\|5.01\|-5.83\|5.27\|5.27\|5.01\|161152;2026-06-22\|5.07\|1.20\|4.95\|5.07\|4.78\|144952;2026-06-23\|5.09\|0.39\|4.99\|5.15\|4.98\|103901;2026-06-24\|4.93\|-3.14\|5.13\|5.13\|4.89\|81449;2026-06-25\|4.85\|-1.62\|4.89\|4.92\|4.79\|60736;2026-06-26\|4.73\|-2.47\|4.82\|4.85\|4.70\|62277;2026-06-29\|4.67\|-1.27\|4.71\|4.75\|4.56\|75819;2026-06-30\|4.64\|-0.64\|4.73\|4.75\|4.57\|68175;2026-07-01\|4.76\|2.59\|4.69\|4.84\|4.61\|68551;2026-07-02\|4.73\|-0.63\|4.73\|4.90\|4.73\|71428;2026-07-03\|4.80\|1.48\|4.76\|4.82\|4.71\|67626;2026-07-06\|4.76\|-0.83\|4.77\|4.85\|4.72\|52593;2026-07-07\|4.68\|-1.68\|4.74\|4.76\|4.65\|52626;2026-07-08\|4.68\|0.00\|4.66\|4.70\|4.60\|37692;2026-07-09\|4.68\|0.00\|4.63\|4.75\|4.58\|43965;2026-07-10\|4.82\|2.99\|4.65\|4.89\|4.60\|88589;2026-07-13\|4.66\|-3.32\|4.76\|4.83\|4.63\|64500;2026-07-14\|4.82\|3.43\|4.68\|4.85\|4.62\|71452;2026-07-15\|4.92\|2.07\|4.76\|4.95\|4.75\|79270;2026-07-16\|4.96\|0.81\|4.89\|5.01\|4.86\|68314;2026-07-17\|4.84\|-2.42\|4.96\|5.06\|4.78\|62769;2026-07-20\|4.81\|-0.62\|4.78\|4.94\|4.74\|55666;2026-07-21\|4.73\|-1.66\|4.85\|4.85\|4.67\|63009;2026-07-22\|4.64\|-1.90\|4.72\|4.76\|4.61\|48063;2026-07-23\|4.73\|1.94\|4.61\|4.74\|4.61\|41087;2026-07-24\|4.61\|-2.54\|4.71\|4.73\|4.59\|36585;2026-07-27\|4.73\|2.60\|4.62\|4.75\|4.60\|43270;2026-07-28\|4.82\|1.90\|4.69\|4.84\|4.69\|52397;2026-07-29\|4.91\|1.87\|4.85\|4.95\|4.82\|53698;2026-07-30\|4.94\|0.61\|4.90\|5.03\|4.89\|57665;2026-07-31\|5.05\|2.23\|4.94\|5.07\|4.93\|49085;2026-08-03\|5.13\|1.58\|5.05\|5.13\|5.01\|49464;2026-08-04\|5.12\|-0.19\|5.13\|5.20\|5.06\|39412;2026-08-05\|5.08\|-0.78\|5.12\|5.14\|5.04\|39202;2026-08-06\|5.07\|-0.20\|5.07\|5.12\|5.01\|34574;2026-08-07\|5.01\|-1.18\|5.06\|5.07\|4.93\|49696;2026-08-10\|5.17\|3.19\|5.02\|5.19\|5.01\|52681;2026-08-11\|5.13\|-0.77\|5.17\|5.20\|5.10\|30145;2026-08-12\|5.21\|1.56\|5.12\|5.24\|5.12\|32840;2026-08-13\|5.16\|-0.96\|5.22\|5.31\|5.12\|37803;2026-08-14\|5.16\|0.00\|5.14\|5.20\|5.00\|38837;2026-08-17\|5.16\|0.00\|5.16\|5.19\|5.10\|27812;2026-08-18\|5.11\|-0.97\|5.18\|5.18\|5.09\|35161;2026-08-19\|5.04\|-1.37\|5.11\|5.11\|5.02\|25946;2026-08-20\|5.16\|2.38\|5.10\|5.18\|5.04\|31981;2026-08-21\|5.10\|-1.16\|5.17\|5.17\|5.01\|27640;2026-08-24\|5.08\|-0.39\|5.10\|5.13\|5.01\|28333;2026-08-25\|5.18\|1.97\|5.05\|5.20\|5.05\|40365;2026-08-26\|5.20\|0.39\|5.20\|5.24\|5.16\|37827;2026-08-27\|5.12\|-1.54\|5.18\|5.22\|5.08\|30839;2026-08-28\|5.22\|1.95\|5.15\|5.22\|5.11\|29214;2026-08-31\|5.27\|0.96\|5.18\|5.31\|5.09\|61929;2026-09-01\|5.40\|2.47\|5.29\|5.44\|5.27\|75135;2026-09-02\|5.37\|-0.56\|5.37\|5.40\|5.26\|59616;2026-09-03\|5.30\|-1.30\|5.37\|5.76\|5.28\|159919;2026-09-04\|5.38\|1.51\|5.29\|5.57\|5.29\|138962;2026-09-07\|5.55\|3.16\|5.37\|5.60\|5.35\|153710;2026-09-08\|5.75\|3.60\|5.69\|5.95\|5.59\|233890;2026-09-09\|5.56\|-3.30\|5.51\|5.75\|5.46\|174822;2026-09-10\|5.50\|-1.08\|5.51\|5.95\|5.48\|139106;2026-09-11\|5.66\|2.91\|5.44\|5.94\|5.31\|239200;2026-09-14\|5.58\|-1.41\|5.60\|5.75\|5.47\|154347;2026-09-15\|5.41\|-3.05\|5.53\|5.70\|5.40\|124888
113762	央视财经：AI智能体市场或迎爆发式增长	成立AI公司+家装龙头+高送转 1、据人民财讯2026年5月27日报道，公司全资持股成立深圳市鲸跃云科科技有限公司，注册资本1200万元，经营范围包含人工智能应用软件开发、人工智能基础软件开发等。 2、据2026年4月28日年报，公司始终聚焦中高端家装及家居综合服务，拥有建筑装饰工程设计专项甲级及建筑装修装饰工程专业承包壹级资质，在珠三角地区具备较高的品牌美誉度。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股转增4股派2元含税，除权除息日为2026年6月4日，近日完成除权后股价走强。	深圳地区装修龙头；近日广东云犀互动传媒成立，该公司由名雕股份全资持股，含多项AI业务，经营范围涵盖人工智能基础软件开发、应用软件开发及公共服务平台技术咨询服务	2026-05-12\|23.35\|-3.03\|24.00\|24.13\|23.29\|37317;2026-05-13\|23.15\|-0.86\|23.35\|23.58\|23.04\|34614;2026-05-14\|23.11\|-0.17\|23.15\|23.78\|23.01\|30756;2026-05-15\|23.17\|0.26\|23.11\|23.55\|22.81\|31469;2026-05-18\|23.25\|0.35\|23.27\|23.45\|22.63\|33460;2026-05-19\|23.54\|1.25\|23.30\|23.66\|23.09\|27073;2026-05-20\|23.78\|1.02\|23.52\|23.89\|23.01\|31054;2026-05-21\|23.26\|-2.19\|23.78\|24.40\|23.22\|36271;2026-05-22\|23.39\|0.56\|23.23\|23.50\|22.97\|21432;2026-05-25\|22.65\|-3.16\|23.50\|23.72\|22.36\|30855;2026-05-26\|22.10\|-2.43\|22.66\|22.71\|21.70\|24443;2026-05-27\|21.27\|-3.76\|22.05\|22.08\|20.92\|26447;2026-05-28\|21.90\|2.96\|21.36\|22.20\|21.05\|22397;2026-05-29\|21.25\|-2.97\|21.90\|22.22\|21.04\|19060;2026-06-01\|23.38\|10.02\|21.22\|23.38\|21.00\|28871;2026-06-02\|22.55\|-3.55\|23.65\|24.00\|22.46\|65846;2026-06-03\|22.20\|-1.55\|22.57\|22.83\|21.73\|38716;2026-06-04\|15.92\|0.89\|15.78\|16.76\|15.50\|49663;2026-06-05\|15.58\|-2.14\|15.87\|16.03\|15.39\|43533;2026-06-08\|14.55\|-6.61\|14.88\|15.54\|14.20\|45798;2026-06-09\|14.52\|-0.21\|14.40\|15.29\|14.37\|34324;2026-06-10\|15.97\|9.99\|14.70\|15.97\|14.54\|43643;2026-06-11\|15.24\|-4.57\|15.90\|16.46\|14.92\|120521;2026-06-12\|16.76\|9.97\|15.45\|16.76\|15.15\|62135;2026-06-15\|15.95\|-4.83\|16.76\|16.76\|15.65\|160267;2026-06-16\|15.23\|-4.51\|15.60\|15.67\|15.00\|99625;2026-06-17\|14.71\|-3.41\|15.37\|15.98\|14.61\|88672;2026-06-18\|14.68\|-0.20\|14.65\|14.91\|13.58\|93702;2026-06-22\|16.15\|10.01\|14.50\|16.15\|14.39\|122550;2026-06-23\|17.77\|10.03\|16.36\|17.77\|16.17\|159702;2026-06-24\|17.72\|-0.28\|17.52\|18.18\|17.31\|165904;2026-06-25\|16.64\|-6.09\|17.54\|18.00\|16.03\|131876;2026-06-26\|16.37\|-1.62\|16.60\|16.97\|16.00\|108627;2026-06-29\|15.72\|-3.97\|16.30\|16.70\|15.40\|85186;2026-06-30\|17.29\|9.99\|15.67\|17.29\|15.40\|81216;2026-07-01\|18.06\|4.45\|17.28\|18.52\|17.22\|136887;2026-07-02\|17.27\|-4.37\|18.23\|18.43\|17.00\|97148;2026-07-03\|17.01\|-1.51\|17.75\|17.75\|17.01\|72482;2026-07-06\|16.80\|-1.23\|17.06\|17.28\|16.66\|91546;2026-07-07\|17.48\|4.05\|16.71\|17.50\|16.47\|117769;2026-07-08\|17.84\|2.06\|16.99\|18.25\|15.77\|165902;2026-07-09\|16.95\|-4.99\|17.56\|17.56\|16.06\|136763;2026-07-10\|16.41\|-3.19\|16.26\|17.18\|16.25\|96890;2026-07-13\|14.77\|-9.99\|16.15\|16.15\|14.77\|92180;2026-07-14\|14.65\|-0.81\|14.59\|14.98\|14.17\|63064;2026-07-15\|14.75\|0.68\|14.70\|15.19\|14.32\|58932;2026-07-16\|14.10\|-4.41\|14.37\|14.85\|14.00\|56870;2026-07-17\|12.69\|-10.00\|14.10\|14.54\|12.69\|68899;2026-07-20\|11.42\|-10.01\|12.29\|12.68\|11.42\|80750;2026-07-21\|11.45\|0.26\|11.31\|11.46\|10.28\|98676;2026-07-22\|11.23\|-1.92\|11.24\|11.67\|11.16\|58003;2026-07-23\|11.65\|3.74\|11.16\|11.70\|11.13\|49014;2026-07-24\|11.41\|-2.06\|11.55\|11.65\|11.23\|37325;2026-07-27\|11.99\|5.08\|11.41\|12.02\|11.22\|37760;2026-07-28\|11.94\|-0.42\|12.05\|12.45\|11.86\|42783;2026-07-29\|11.96\|0.17\|11.93\|12.08\|11.68\|38791;2026-07-30\|11.47\|-4.10\|11.83\|12.16\|11.41\|42078;2026-07-31\|12.16\|6.02\|11.75\|12.38\|11.75\|49508;2026-08-03\|12.47\|2.55\|12.24\|12.50\|12.00\|33391;2026-08-04\|12.73\|2.08\|12.55\|12.82\|12.47\|28315;2026-08-05\|13.12\|3.06\|12.73\|13.14\|12.60\|31527;2026-08-06\|13.41\|2.21\|13.12\|13.43\|12.95\|28307;2026-08-07\|13.44\|0.22\|13.40\|13.53\|12.96\|30092;2026-08-10\|13.84\|2.98\|13.50\|13.86\|13.33\|29791;2026-08-11\|13.95\|0.79\|13.84\|14.09\|13.55\|24110;2026-08-12\|14.23\|2.01\|14.00\|14.25\|13.91\|23071;2026-08-13\|13.85\|-2.67\|14.31\|14.31\|13.84\|26485;2026-08-14\|13.78\|-0.51\|13.84\|13.90\|13.61\|28617;2026-08-17\|13.94\|1.16\|13.78\|13.95\|13.51\|29540;2026-08-18\|13.98\|0.29\|13.95\|14.01\|13.68\|29969;2026-08-19\|13.34\|-4.58\|14.22\|14.72\|13.21\|51092;2026-08-20\|13.65\|2.32\|13.36\|13.75\|13.35\|28669;2026-08-21\|13.69\|0.29\|13.52\|13.83\|13.32\|22423;2026-08-24\|13.70\|0.07\|13.75\|13.87\|13.43\|20459;2026-08-25\|14.00\|2.19\|13.56\|14.10\|13.45\|28721;2026-08-26\|14.30\|2.14\|13.96\|14.41\|13.90\|27256;2026-08-27\|14.27\|-0.21\|14.29\|14.43\|14.18\|21781;2026-08-28\|14.34\|0.49\|14.28\|14.48\|14.15\|24338;2026-08-31\|15.77\|9.97\|14.35\|15.77\|14.35\|55011;2026-09-01\|14.86\|-5.77\|15.01\|15.50\|14.76\|108751;2026-09-02\|15.04\|1.21\|14.79\|15.73\|14.71\|104109;2026-09-03\|15.09\|0.33\|15.10\|15.32\|14.95\|58352;2026-09-04\|15.00\|-0.60\|15.00\|15.28\|14.83\|43853;2026-09-07\|15.26\|1.73\|15.04\|15.31\|14.95\|35396;2026-09-08\|15.50\|1.57\|15.24\|15.50\|15.10\|37654;2026-09-09\|15.25\|-1.61\|15.63\|15.65\|15.15\|28081;2026-09-10\|15.00\|-1.64\|15.10\|15.34\|14.80\|26913;2026-09-11\|14.67\|-2.20\|14.92\|15.00\|14.35\|33415;2026-09-14\|14.71\|0.27\|14.61\|14.87\|14.35\|27609;2026-09-15\|14.20\|-3.47\|14.68\|14.68\|14.16\|22023
113761	央视财经：AI智能体市场或迎爆发式增长	算力+家具智造行业原因：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25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	公司开发了小鹭AIGC智能助手；全资子公司唯一网络是国内领先的数字经济基础设施服务提供商，主要经营范围包括IDC、云计算（含公有云、混合云、私有云及云增值等服务）、云联网、数字化解决方案等服务	2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.70\|0.24\|16.67\|17.14\|16.57\|102777;2026-07-16\|16.69\|-0.06\|16.60\|17.11\|16.37\|108385;2026-07-17\|15.36\|-7.97\|16.50\|16.77\|15.15\|156869;2026-07-20\|15.11\|-1.63\|15.65\|16.19\|14.78\|151216;2026-07-21\|15.33\|1.46\|15.11\|15.38\|13.85\|157429;2026-07-22\|15.26\|-0.46\|15.10\|15.65\|15.00\|98258;2026-07-23\|15.71\|2.95\|15.28\|15.93\|15.12\|114994;2026-07-24\|15.08\|-4.01\|15.43\|15.60\|14.97\|81322;2026-07-27\|15.62\|3.58\|14.97\|15.64\|14.87\|74394;2026-07-28\|15.48\|-0.90\|15.40\|15.85\|15.36\|67861;2026-07-29\|15.73\|1.61\|15.49\|15.80\|15.13\|97296;2026-07-30\|15.36\|-2.35\|15.90\|16.77\|15.34\|221282;2026-07-31\|16.32\|6.25\|15.83\|16.90\|15.68\|334875;2026-08-03\|16.66\|2.08\|16.65\|16.77\|16.35\|236918;2026-08-04\|17.42\|4.56\|17.00\|17.58\|16.92\|284013;2026-08-05\|17.51\|0.52\|17.00\|17.70\|16.94\|252400;2026-08-06\|17.26\|-1.43\|17.33\|17.63\|16.95\|189562;2026-08-07\|17.68\|2.43\|17.37\|18.68\|17.23\|345916;2026-08-10\|17.48\|-1.13\|17.59\|17.60\|16.91\|215353;2026-08-11\|17.73\|1.43\|18.00\|18.15\|17.16\|234195;2026-08-12\|17.75\|0.11\|17.88\|17.96\|17.35\|185979;2026-08-13\|17.44\|-1.75\|18.12\|18.34\|17.41\|220501;2026-08-14\|18.01\|3.27\|17.46\|18.19\|17.27\|244750;2026-08-17\|17.95\|-0.33\|17.98\|18.00\|17.42\|205328;2026-08-18\|17.41\|-3.01\|17.78\|17.78\|17.26\|144470;2026-08-19\|16.36\|-6.03\|17.03\|17.06\|16.31\|154958;2026-08-20\|16.25\|-0.67\|16.57\|16.57\|16.15\|77188;2026-08-21\|16.10\|-0.92\|16.05\|16.18\|15.73\|75147;2026-08-24\|15.71\|-2.42\|16.15\|16.19\|15.45\|84193;2026-08-25\|16.02\|1.97\|15.55\|16.12\|15.48\|76719;2026-08-26\|15.75\|-1.69\|16.02\|16.10\|15.67\|74845;2026-08-27\|15.94\|1.21\|15.74\|16.00\|15.70\|68636;2026-08-28\|15.89\|-0.31\|16.06\|16.31\|15.86\|109287;2026-08-31\|17.48\|10.01\|16.30\|17.48\|16.13\|283033;2026-09-01\|17.81\|1.89\|17.74\|17.90\|17.48\|318396;2026-09-02\|17.97\|0.90\|17.55\|18.00\|17.53\|228858;2026-09-03\|18.05\|0.45\|17.99\|18.20\|17.83\|224406;2026-09-04\|18.09\|0.22\|18.50\|19.13\|17.88\|410712;2026-09-07\|17.74\|-1.93\|17.93\|17.95\|17.51\|254506;2026-09-08\|17.65\|0.63\|17.65\|17.99\|17.55\|173410;2026-09-09\|17.31\|-1.93\|17.64\|17.76\|17.12\|155280;2026-09-10\|17.67\|2.08\|17.45\|18.29\|17.23\|268639;2026-09-11\|17.06\|-3.45\|17.41\|17.45\|16.70\|202567;2026-09-14\|17.39\|1.93\|17.00\|17.48\|16.90\|118659;2026-09-15\|17.39\|0.00\|17.40\|18.25\|17.38\|176712
113760	央视财经：AI智能体市场或迎爆发式增长	具身智能数据集+3D视觉+算力租赁+AI营销行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年6月17日天娱数科官微，参股公司芯明发布自研3D视觉AI模组R216g，内置空间智能芯片提供3.5 TOPS端侧算力，专为人形机器人、灵巧手及协作臂设计，解决“看得清、抓得准”的核心痛点。 2、据2026年6月11日异常波动公告，公司股票连续4个交易日涨停，公司自查澄清没有物理AI业务，与2026年世界杯不存在业务合作关系。 3、据2025年年报，公司聚焦智能营销、智慧能源、空间智能等领域，构建了AI营销、空间智能MaaS等业务平台；10项具身智能数据集已在北京国际大数据交易所完成资产登记。 4、据2025年年报，公司子公司与山西数据技术公司等合作，依托国家先进计算太原中心800PFlops人工智能算力，共同打造人工智能算力服务平台。	公司拥有智者千问、天星、智慧广告三款企业级大模型，推进具身智能平台建设，完成“人形机器人空间6D动捕长程数据”等5个数据集资产登记，积累超120万条3D数据及10万机器人任务训练数据，为相关场景提供解决方案	2026-05-12\|6.45\|1.26\|6.36\|6.71\|6.32\|1722008;2026-05-13\|6.54\|1.40\|6.44\|6.55\|6.35\|1123484;2026-05-14\|6.32\|-3.36\|6.56\|6.64\|6.31\|970841;2026-05-15\|6.44\|1.90\|6.30\|6.66\|6.29\|1023867;2026-05-18\|7.08\|9.94\|6.52\|7.08\|6.49\|2310913;2026-05-19\|7.13\|0.71\|7.01\|7.49\|6.90\|3687487;2026-05-20\|6.97\|-2.24\|7.10\|7.29\|6.93\|2716879;2026-05-21\|6.80\|-2.44\|6.96\|7.28\|6.74\|2160325;2026-05-22\|6.76\|-0.59\|6.77\|6.86\|6.58\|1710910;2026-05-25\|6.87\|1.63\|6.80\|7.08\|6.77\|1638913;2026-05-26\|7.15\|4.08\|6.81\|7.35\|6.65\|2823532;2026-05-27\|7.07\|-1.12\|7.00\|7.27\|6.96\|1855844;2026-05-28\|7.13\|0.85\|7.00\|7.29\|6.97\|2043628;2026-05-29\|7.15\|0.28\|7.18\|7.38\|6.97\|2391451;2026-06-01\|7.44\|4.06\|7.05\|7.48\|7.00\|2714184;2026-06-02\|6.70\|-9.95\|7.49\|7.50\|6.70\|2692907;2026-06-03\|6.18\|-7.76\|6.40\|6.53\|6.12\|2240383;2026-06-04\|6.05\|-2.10\|6.04\|6.20\|5.98\|1377627;2026-06-05\|6.66\|10.08\|6.66\|6.66\|6.55\|1249607;2026-06-08\|7.33\|10.06\|7.10\|7.33\|7.00\|1102835;2026-06-09\|8.06\|9.96\|7.75\|8.06\|7.62\|4754534;2026-06-10\|8.87\|10.05\|8.28\|8.87\|8.28\|3438535;2026-06-11\|7.98\|-10.03\|8.75\|8.83\|7.98\|1603746;2026-06-12\|7.52\|-5.76\|7.42\|8.12\|7.30\|6080471;2026-06-15\|7.50\|-0.27\|7.56\|7.98\|7.38\|4698369;2026-06-16\|7.26\|-3.20\|7.31\|7.41\|6.85\|4349581;2026-06-17\|7.03\|-3.17\|7.19\|7.25\|6.96\|2855074;2026-06-18\|7.73\|9.96\|7.15\|7.73\|6.97\|3743586;2026-06-22\|8.50\|9.96\|8.10\|8.50\|8.09\|2887176;2026-06-23\|8.11\|-4.59\|8.51\|8.64\|7.93\|4518849;2026-06-24\|8.92\|9.99\|8.21\|8.92\|8.11\|1769655;2026-06-25\|8.03\|-9.98\|8.49\|8.57\|8.03\|4384568;2026-06-26\|8.83\|9.96\|8.23\|8.83\|7.96\|4947019;2026-06-29\|9.11\|3.17\|9.17\|9.68\|8.81\|6454992;2026-06-30\|9.30\|2.09\|9.25\|9.57\|8.98\|5380106;2026-07-01\|9.40\|1.08\|9.11\|9.87\|9.01\|5255562;2026-07-02\|10.34\|10.00\|10.00\|10.34\|10.00\|1026759;2026-07-03\|9.37\|-9.38\|10.32\|10.32\|9.31\|6189351;2026-07-06\|8.43\|-10.03\|9.57\|9.75\|8.43\|4801865;2026-07-07\|8.71\|3.32\|8.44\|9.11\|8.44\|4398549;2026-07-08\|8.02\|-7.92\|8.50\|8.60\|7.97\|3458202;2026-07-09\|8.08\|0.75\|8.00\|8.42\|7.72\|3580331;2026-07-10\|8.54\|5.69\|8.23\|8.89\|8.02\|5378673;2026-07-13\|8.00\|-6.32\|8.65\|8.89\|7.94\|4454639;2026-07-14\|7.73\|-3.38\|7.96\|8.19\|7.41\|3423535;2026-07-15\|7.69\|-0.52\|7.57\|7.95\|7.46\|2943661;2026-07-16\|7.96\|3.51\|7.63\|8.11\|7.50\|3955480;2026-07-17\|7.16\|-10.05\|7.60\|7.75\|7.16\|2304693;2026-07-20\|6.44\|-10.06\|6.67\|6.86\|6.44\|2605597;2026-07-21\|6.60\|2.48\|6.35\|6.60\|5.84\|3288091;2026-07-22\|6.26\|-5.15\|6.38\|6.56\|6.20\|2291137;2026-07-23\|6.27\|0.16\|6.21\|6.43\|6.12\|1640828;2026-07-24\|5.92\|-5.58\|6.06\|6.13\|5.90\|1549673;2026-07-27\|6.29\|6.25\|5.91\|6.29\|5.88\|1815666;2026-07-28\|6.23\|-0.95\|6.27\|6.48\|6.21\|1659537;2026-07-29\|6.19\|-0.64\|6.25\|6.31\|6.03\|1582626;2026-07-30\|5.92\|-4.36\|6.10\|6.38\|5.88\|2100669;2026-07-31\|6.51\|9.97\|6.07\|6.51\|6.04\|1760801;2026-08-03\|7.16\|9.98\|7.16\|7.16\|7.00\|1258084;2026-08-04\|7.88\|10.06\|7.29\|7.88\|7.24\|4989533;2026-08-05\|7.92\|0.51\|7.51\|8.13\|7.51\|5499297;2026-08-06\|8.10\|2.27\|7.99\|8.23\|7.84\|4414021;2026-08-07\|8.03\|-0.86\|8.00\|8.16\|7.68\|3803003;2026-08-10\|8.37\|4.23\|8.08\|8.43\|7.93\|4394673;2026-08-11\|8.32\|-0.60\|8.24\|8.57\|8.01\|3975868;2026-08-12\|8.53\|2.52\|8.44\|8.97\|8.20\|4738051;2026-08-13\|8.35\|-2.11\|8.57\|8.92\|8.33\|4847736;2026-08-14\|8.14\|-2.52\|8.42\|8.62\|7.98\|3526058;2026-08-17\|8.24\|1.23\|8.18\|8.45\|7.98\|2409390;2026-08-18\|7.92\|-3.88\|8.17\|8.18\|7.77\|2310105;2026-08-19\|7.38\|-6.82\|7.80\|7.83\|7.31\|2069050;2026-08-20\|7.29\|-1.22\|7.49\|7.53\|7.25\|1580973;2026-08-21\|7.24\|-0.69\|7.26\|7.32\|7.09\|1240523;2026-08-24\|6.95\|-4.01\|7.33\|7.38\|6.83\|1465692;2026-08-25\|7.05\|1.44\|6.92\|7.08\|6.79\|1424016;2026-08-26\|7.03\|-0.28\|7.05\|7.09\|6.90\|1176361;2026-08-27\|7.14\|1.56\|7.05\|7.18\|7.02\|1616288;2026-08-28\|7.85\|9.94\|7.85\|7.85\|7.85\|915563;2026-08-31\|8.03\|2.29\|7.78\|8.25\|7.42\|5664953;2026-09-01\|8.36\|4.11\|8.15\|8.80\|7.86\|5669484;2026-09-02\|8.01\|-4.19\|8.00\|8.34\|7.95\|3718295;2026-09-03\|7.77\|-3.00\|7.98\|8.21\|7.74\|2912175;2026-09-04\|8.45\|8.75\|7.88\|8.55\|7.83\|6196906;2026-09-07\|8.43\|-0.24\|8.37\|8.62\|8.35\|5113614;2026-09-08\|8.26\|-2.02\|8.43\|8.54\|8.21\|3596555;2026-09-09\|7.93\|-4.00\|8.29\|8.31\|7.82\|2943166;2026-09-10\|7.62\|-3.91\|7.80\|7.87\|7.60\|1815094;2026-09-11\|7.48\|-1.84\|7.57\|7.79\|7.42\|2320206;2026-09-14\|7.60\|1.60\|7.46\|7.64\|7.28\|1897279;2026-09-15\|7.49\|-1.45\|7.58\|7.74\|7.44\|1812807
113759	全球最大PPE树脂产区停产，PCB材料持续涨价	可控核聚变+军工装备+高端成形机床行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月3日互动易，公司近期有中标聚变新能“BEST屏蔽包层系统不锈钢屏蔽块采购项目”，具体信息请详见公司于2026年1月24日披露的《日常关联交易公告》。 2、据2025年12月5日业绩说明会，公司专注真空室、包层及偏滤器等核心部件的制造工作积极开展相关项目的预研及投标工作，公司布局可控核聚变业务，有望成为公司业绩增长点。同时，BEST项目经验亦为公司后续参与其他聚变项目奠定基础。 3、据2025年10月27日互动易，公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入。	1、公司是PCB/CCL层压设备的国产龙头，核心产品是真空热压机/冷压机及自动化生产线； 2、参股公司合肥汇智专注于粉末注射成形技术（PIM）的研发及应用，其中涉及的光模块业务，目前正在合作的企业有新易盛、联特科技等； 3、公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入； 4、公司与中国核工业二三建设有限公司合作，已承接核聚变真空室构件的研制工作	2026-05-12\|21.97\|-1.21\|22.21\|22.45\|21.68\|195479;2026-05-13\|22.02\|0.23\|21.81\|22.33\|21.70\|178325;2026-05-14\|21.36\|-3.00\|22.00\|22.25\|21.34\|184814;2026-05-15\|21.06\|-1.40\|21.45\|21.80\|20.85\|173499;2026-05-18\|20.55\|-2.42\|20.89\|21.26\|20.41\|160068;2026-05-19\|20.80\|1.22\|20.55\|20.87\|20.05\|139161;2026-05-20\|20.12\|-3.27\|20.71\|20.76\|19.96\|172044;2026-05-21\|19.30\|-4.08\|20.19\|20.58\|19.25\|227274;2026-05-22\|19.81\|2.64\|19.48\|19.84\|19.02\|159937;2026-05-25\|19.83\|0.10\|20.00\|20.77\|19.50\|184114;2026-05-26\|18.72\|-5.60\|19.83\|19.84\|18.32\|250343;2026-05-27\|20.59\|9.99\|18.79\|20.59\|18.64\|265492;2026-05-28\|22.65\|10.00\|20.91\|22.65\|20.21\|529449;2026-05-29\|24.92\|10.02\|23.80\|24.92\|23.30\|547967;2026-06-01\|27.41\|9.99\|25.67\|27.41\|25.65\|345598;2026-06-02\|28.99\|5.76\|28.23\|29.43\|24.67\|1465550;2026-06-03\|30.91\|6.62\|27.50\|31.89\|27.20\|1084430;2026-06-04\|32.26\|4.37\|30.00\|33.12\|29.60\|864678;2026-06-05\|32.70\|1.36\|31.94\|34.10\|31.40\|724397;2026-06-08\|29.67\|-9.27\|31.26\|32.86\|29.43\|775473;2026-06-09\|29.00\|-2.26\|30.85\|32.64\|28.29\|900257;2026-06-10\|31.90\|10.00\|29.00\|31.90\|28.98\|699939;2026-06-11\|33.60\|5.33\|31.21\|35.09\|30.58\|968523;2026-06-12\|31.11\|-7.41\|32.64\|34.13\|30.43\|723429;2026-06-15\|34.22\|10.00\|31.50\|34.22\|31.28\|438340;2026-06-16\|34.60\|1.11\|35.00\|35.57\|32.32\|847530;2026-06-17\|35.95\|3.90\|33.00\|37.77\|32.86\|723356;2026-06-18\|39.55\|10.01\|36.36\|39.55\|36.36\|528979;2026-06-22\|37.14\|-6.09\|39.00\|41.40\|35.88\|857351;2026-06-23\|35.23\|-5.14\|36.01\|36.98\|34.01\|697809;2026-06-24\|33.32\|-5.42\|35.00\|36.45\|32.10\|749549;2026-06-25\|35.51\|6.57\|33.75\|36.10\|32.40\|726076;2026-06-26\|32.06\|-9.72\|34.10\|34.50\|31.96\|580859;2026-06-29\|31.42\|-2.00\|32.71\|33.33\|31.00\|475817;2026-06-30\|33.08\|5.28\|30.82\|33.37\|30.50\|425721;2026-07-01\|33.61\|1.60\|32.95\|36.39\|32.39\|664831;2026-07-02\|32.23\|-4.11\|31.50\|34.35\|31.50\|401711;2026-07-03\|31.45\|-2.42\|32.00\|32.80\|30.91\|326865;2026-07-06\|29.10\|-7.47\|31.45\|31.77\|28.66\|415421;2026-07-07\|26.71\|-8.21\|29.08\|29.80\|26.58\|383339;2026-07-08\|25.02\|-6.33\|27.00\|27.25\|24.94\|308374;2026-07-09\|24.98\|-0.16\|25.61\|25.64\|22.73\|379135;2026-07-10\|24.60\|-1.52\|25.21\|25.98\|24.59\|305942;2026-07-13\|22.14\|-10.00\|24.51\|24.55\|22.14\|239797;2026-07-14\|22.62\|2.17\|22.14\|22.85\|21.26\|240124;2026-07-15\|22.11\|-2.25\|23.07\|23.35\|22.01\|249319;2026-07-16\|22.50\|1.76\|22.11\|24.32\|21.41\|620375;2026-07-17\|20.25\|-10.00\|22.14\|22.94\|20.25\|410680;2026-07-20\|18.23\|-9.98\|20.27\|20.74\|18.23\|401777;2026-07-21\|18.10\|-0.71\|17.99\|18.37\|16.41\|513349;2026-07-22\|17.64\|-2.54\|17.89\|18.88\|17.43\|406157;2026-07-23\|18.12\|2.72\|17.76\|18.72\|17.50\|397905;2026-07-24\|17.61\|-2.81\|17.94\|18.66\|17.54\|310534;2026-07-27\|18.56\|5.39\|17.61\|18.65\|17.37\|315599;2026-07-28\|18.03\|-2.86\|18.43\|19.10\|17.88\|395404;2026-07-29\|17.71\|-1.77\|18.06\|18.10\|17.00\|422613;2026-07-30\|16.50\|-6.83\|17.55\|18.24\|16.44\|406428;2026-07-31\|16.91\|2.48\|17.20\|18.06\|16.91\|445894;2026-08-03\|18.60\|9.99\|17.81\|18.60\|17.50\|229790;2026-08-04\|19.44\|4.52\|19.85\|19.86\|18.60\|1002081;2026-08-05\|20.29\|4.37\|19.10\|20.31\|19.08\|927672;2026-08-06\|20.62\|1.63\|20.03\|20.93\|19.99\|737183;2026-08-07\|22.68\|9.99\|20.62\|22.68\|19.82\|1044633;2026-08-10\|23.95\|5.60\|23.46\|24.84\|22.71\|1124242;2026-08-11\|24.05\|0.42\|23.40\|24.89\|22.79\|997929;2026-08-12\|25.01\|3.99\|24.05\|25.50\|24.05\|868651;2026-08-13\|24.56\|-1.80\|25.50\|26.33\|24.50\|804352;2026-08-14\|24.25\|-1.26\|24.23\|24.85\|23.75\|622712;2026-08-17\|26.68\|10.02\|25.05\|26.68\|24.88\|774398;2026-08-18\|25.44\|-4.65\|26.67\|26.94\|24.84\|618454;2026-08-19\|23.02\|-9.51\|24.50\|24.90\|22.92\|500055;2026-08-20\|23.38\|1.56\|23.25\|23.71\|22.77\|348107;2026-08-21\|23.78\|1.71\|23.01\|23.96\|22.68\|339483;2026-08-24\|22.69\|-4.58\|23.66\|23.73\|22.15\|332381;2026-08-25\|22.80\|0.48\|22.35\|23.18\|21.83\|239254;2026-08-26\|22.85\|0.22\|23.89\|23.90\|21.62\|536857;2026-08-27\|25.14\|10.02\|22.31\|25.14\|21.99\|520128;2026-08-28\|27.65\|9.98\|25.18\|27.65\|25.00\|820063;2026-08-31\|26.80\|-3.07\|27.00\|27.54\|25.88\|826799;2026-09-01\|25.78\|-3.81\|26.95\|27.07\|25.64\|469411;2026-09-02\|25.70\|-0.31\|25.33\|26.43\|24.92\|570122;2026-09-03\|25.30\|-1.56\|25.68\|25.98\|25.00\|434085;2026-09-04\|24.20\|-4.35\|25.38\|25.52\|24.01\|401175;2026-09-07\|26.33\|8.80\|24.39\|26.62\|24.18\|675254;2026-09-08\|26.25\|-0.30\|26.50\|27.20\|26.03\|526578;2026-09-09\|26.45\|0.76\|26.67\|26.97\|26.09\|413095;2026-09-10\|26.83\|1.44\|26.10\|28.10\|25.90\|763377;2026-09-11\|25.81\|-3.80\|26.39\|26.98\|25.19\|534259;2026-09-14\|25.84\|0.12\|25.23\|26.30\|24.42\|338067;2026-09-15\|27.08\|4.80\|25.50\|27.55\|25.50\|600762
113758	全球最大PPE树脂产区停产，PCB材料持续涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.41\|-0.06\|16.39\|16.96\|16.25\|522349;2026-09-10\|16.81\|2.44\|16.06\|17.23\|16.00\|860424;2026-09-11\|17.46\|3.87\|16.41\|17.56\|15.74\|1105934;2026-09-14\|18.81\|7.73\|17.25\|19.21\|16.70\|1453736;2026-09-15\|18.81\|0.00\|18.46\|19.48\|18.46\|1256881
113757	全球最大PPE树脂产区停产，PCB材料持续涨价	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	2026-05-12\|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;2026-07-22\|13.20\|-0.23\|13.00\|13.73\|12.80\|402024;2026-07-23\|13.24\|0.30\|13.36\|13.78\|12.81\|297130;2026-07-24\|12.71\|-4.00\|12.98\|13.30\|12.68\|217949;2026-07-27\|13.98\|9.99\|12.99\|13.98\|12.64\|377641;2026-07-28\|13.14\|-6.01\|13.80\|14.10\|13.08\|403628;2026-07-29\|12.99\|-1.14\|13.29\|13.97\|12.64\|442004;2026-07-30\|12.40\|-4.54\|12.91\|13.13\|12.04\|383690;2026-07-31\|12.67\|2.18\|13.19\|13.43\|12.65\|416333;2026-08-03\|12.14\|-4.18\|12.44\|12.61\|11.92\|298389;2026-08-04\|12.91\|6.34\|12.33\|12.96\|11.95\|329475;2026-08-05\|13.85\|7.28\|12.78\|14.05\|12.75\|421668;2026-08-06\|14.43\|4.19\|13.83\|14.67\|13.83\|505586;2026-08-07\|15.09\|4.57\|14.44\|15.36\|14.23\|601619;2026-08-10\|14.79\|-1.99\|15.15\|15.25\|14.44\|419408;2026-08-11\|14.82\|0.20\|14.58\|15.12\|14.54\|316014;2026-08-12\|14.95\|0.88\|14.75\|15.04\|14.59\|240353;2026-08-13\|14.51\|-2.94\|15.08\|15.23\|14.50\|253140;2026-08-14\|15.11\|4.14\|14.57\|15.28\|14.56\|416302;2026-08-17\|15.76\|4.30\|15.15\|16.60\|15.15\|569804;2026-08-18\|15.37\|-2.47\|15.70\|16.18\|15.10\|498397;2026-08-19\|14.21\|-7.55\|14.71\|15.68\|14.01\|353083;2026-08-20\|13.95\|-1.83\|14.46\|14.48\|13.81\|267886;2026-08-21\|14.19\|1.72\|13.88\|14.24\|13.50\|258435;2026-08-24\|13.75\|-3.10\|14.10\|14.20\|13.38\|228707;2026-08-25\|13.71\|-0.29\|13.47\|13.91\|13.09\|175638;2026-08-26\|13.70\|-0.07\|13.74\|13.81\|13.32\|174646;2026-08-27\|14.13\|3.14\|13.78\|14.26\|13.73\|239263;2026-08-28\|15.54\|9.98\|14.14\|15.54\|14.06\|417288;2026-08-31\|15.13\|-2.64\|15.06\|15.30\|14.81\|526077;2026-09-01\|14.51\|-4.10\|15.59\|15.72\|14.50\|512657;2026-09-02\|15.96\|9.99\|14.36\|15.96\|14.15\|616805;2026-09-03\|15.60\|-2.26\|16.05\|16.26\|15.47\|823365;2026-09-04\|14.67\|-5.96\|15.80\|15.82\|14.55\|571181;2026-09-07\|15.53\|5.86\|14.84\|15.86\|14.66\|650404;2026-09-08\|15.43\|-0.64\|15.82\|15.88\|15.22\|501752;2026-09-09\|16.34\|5.90\|15.54\|16.48\|15.33\|751927;2026-09-10\|17.32\|6.00\|16.29\|17.97\|16.29\|1114887;2026-09-11\|18.47\|6.64\|17.28\|18.65\|16.27\|1068845;2026-09-14\|18.16\|-1.68\|17.42\|19.48\|17.00\|970376;2026-09-15\|16.99\|-6.44\|17.46\|18.88\|16.85\|882627
113756	全球最大PPE树脂产区停产，PCB材料持续涨价	风电胶粘剂+半导体材料+唐山国资公司原因： 1、据2025年7月8日投资者关系活动记录表，公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先，2025年前三季度风电叶片系列产品需求旺盛，带动胶粘剂板块销量增长。 2、据2026年2月10日公告，公司全资子公司康达新材料集团大连有限公司拟投资建设“3万吨/年聚亚芳基醚(PAE)项目”，项目计划总投资6.46亿元。项目建成投产后，可生产3万吨/年聚亚芳基醚(PAE)，副产邻甲酚8050吨/年，中间产品2,6二甲酚(DMP)3.1万吨/年。 3、据2025年半年报及2025年10月14日互动易，公司重点布局以电子信息材料为核心的第二增长曲线，涵盖ITO靶材、氧化铝靶材、CMP抛光液、LTCC等无机半导体材料，并拟收购成都中科华微电子股权及北一半导体股权，拓展MCU、功率器件等半导体产品线。 4、据2024年年度报告及互动易，公司控股股东为唐山工业控股集团有限公司，最终控制人为唐山市国资委，具备国有控股背景。	子公司康达新材料投资建设3万吨/年聚亚芳基醚（PAE）项目，项目建成投产后，可生产3万吨/年聚亚芳基醚（PAE），副产邻甲酚8050吨/年，中间产品2,6二甲酚（DMP）3.1万吨/年；其中副产物邻甲酚可作为公司子公司大连齐化电子级环氧树脂原材料	2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745;2026-07-13\|12.62\|-6.79\|13.39\|13.45\|12.52\|189214;2026-07-14\|12.70\|0.63\|12.60\|12.90\|12.18\|151162;2026-07-15\|12.18\|-4.09\|12.71\|12.76\|12.12\|140659;2026-07-16\|11.70\|-3.94\|12.00\|12.22\|11.63\|137815;2026-07-17\|10.83\|-7.44\|11.70\|11.72\|10.73\|152479;2026-07-20\|10.40\|-3.97\|10.93\|11.04\|10.21\|147644;2026-07-21\|11.44\|10.00\|10.41\|11.44\|9.89\|230343;2026-07-22\|11.01\|-3.76\|11.38\|11.61\|11.00\|199676;2026-07-23\|11.25\|2.18\|11.14\|11.35\|10.99\|112836;2026-07-24\|10.97\|-2.49\|11.20\|11.20\|10.83\|93076;2026-07-27\|11.30\|3.01\|11.11\|11.30\|10.84\|120296;2026-07-28\|11.23\|-0.62\|11.09\|11.56\|11.07\|149861;2026-07-29\|11.39\|1.42\|11.25\|11.43\|10.92\|135404;2026-07-30\|11.20\|-1.67\|11.40\|11.60\|11.04\|133671;2026-07-31\|11.38\|1.61\|11.57\|11.76\|11.38\|166707;2026-08-03\|11.39\|0.09\|11.26\|11.42\|11.13\|114492;2026-08-04\|11.73\|2.99\|11.46\|11.75\|11.36\|129471;2026-08-05\|12.17\|3.75\|11.65\|12.23\|11.62\|161622;2026-08-06\|12.22\|0.41\|12.06\|12.30\|11.98\|136369;2026-08-07\|12.32\|0.82\|12.11\|12.42\|11.88\|184396;2026-08-10\|12.33\|0.08\|12.33\|12.40\|12.06\|121488;2026-08-11\|12.63\|2.43\|12.25\|12.98\|12.18\|220220;2026-08-12\|12.53\|-0.79\|12.45\|12.60\|12.37\|142728;2026-08-13\|12.20\|-2.63\|12.56\|12.66\|12.20\|141063;2026-08-14\|12.44\|1.97\|12.23\|12.46\|12.20\|118038;2026-08-17\|13.07\|5.06\|12.43\|13.28\|12.35\|209935;2026-08-18\|12.82\|-1.91\|13.00\|13.08\|12.69\|131426;2026-08-19\|12.10\|-5.62\|12.70\|12.71\|12.04\|132403;2026-08-20\|12.09\|-0.08\|12.28\|12.35\|12.01\|75486;2026-08-21\|12.29\|1.65\|12.01\|12.30\|11.75\|91701;2026-08-24\|11.45\|-6.83\|11.72\|11.87\|11.25\|160172;2026-08-25\|11.59\|1.22\|11.28\|11.65\|11.05\|107849;2026-08-26\|11.51\|-0.69\|11.66\|11.68\|11.32\|90280;2026-08-27\|11.79\|2.43\|11.43\|11.90\|11.43\|84366;2026-08-28\|12.06\|2.29\|11.80\|12.18\|11.73\|96127;2026-08-31\|12.21\|1.24\|11.87\|12.24\|11.82\|80033;2026-09-01\|11.99\|-1.80\|12.21\|12.27\|11.92\|73116;2026-09-02\|12.01\|0.17\|11.94\|12.12\|11.85\|68728;2026-09-03\|12.00\|-0.08\|12.05\|12.15\|11.89\|69729;2026-09-04\|11.75\|-2.08\|12.09\|12.17\|11.67\|82896;2026-09-07\|12.31\|4.77\|11.70\|12.38\|11.70\|137192;2026-09-08\|12.31\|0.00\|12.31\|12.43\|12.10\|133267;2026-09-09\|12.43\|0.97\|12.29\|12.54\|12.21\|101893;2026-09-10\|12.33\|-0.80\|12.32\|12.54\|12.24\|76575;2026-09-11\|12.50\|1.38\|12.14\|12.59\|12.01\|155185;2026-09-14\|13.75\|10.00\|12.43\|13.75\|12.30\|286174;2026-09-15\|14.37\|4.51\|13.75\|14.98\|13.70\|666605
113755	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868;2026-09-15\|39.60\|1.43\|38.78\|40.40\|38.78\|335594
113754	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.90\|-8.53\|6.34\|6.39\|5.84\|935439;2026-07-14\|6.25\|5.93\|5.98\|6.27\|5.76\|1099793;2026-07-15\|6.00\|-4.00\|6.28\|6.31\|5.96\|672764;2026-07-16\|5.58\|-7.00\|5.88\|5.94\|5.53\|843580;2026-07-17\|5.16\|-7.53\|5.51\|5.61\|5.10\|911781;2026-07-20\|4.65\|-9.88\|5.25\|5.26\|4.64\|1194812;2026-07-21\|4.94\|6.24\|4.65\|4.99\|4.34\|1421068;2026-07-22\|4.76\|-3.64\|4.88\|4.96\|4.71\|850664;2026-07-23\|4.80\|0.84\|4.78\|4.92\|4.73\|678173;2026-07-24\|4.71\|-1.88\|4.70\|4.91\|4.69\|636617;2026-07-27\|4.94\|4.88\|4.74\|4.95\|4.69\|815432;2026-07-28\|4.68\|-5.26\|4.88\|4.98\|4.62\|740627;2026-07-29\|4.69\|0.21\|4.63\|4.74\|4.53\|882568;2026-07-30\|4.49\|-4.26\|4.62\|4.72\|4.48\|853230;2026-07-31\|4.58\|2.00\|4.69\|4.89\|4.57\|1099803;2026-08-03\|4.59\|0.22\|4.56\|4.65\|4.51\|657897;2026-08-04\|4.73\|3.05\|4.62\|4.77\|4.60\|729739;2026-08-05\|4.97\|5.07\|4.72\|5.00\|4.68\|923361;2026-08-06\|5.01\|0.80\|4.92\|5.04\|4.84\|810032;2026-08-07\|5.51\|9.98\|5.00\|5.51\|4.91\|1529387;2026-08-10\|5.31\|-3.63\|5.52\|5.53\|5.16\|2581126;2026-08-11\|5.35\|0.75\|5.30\|5.49\|5.21\|1970497;2026-08-12\|5.30\|-0.93\|5.44\|5.48\|5.26\|1285296;2026-08-13\|5.17\|-2.45\|5.30\|5.37\|5.16\|1101493;2026-08-14\|5.31\|2.71\|5.22\|5.50\|5.20\|1270733;2026-08-17\|5.59\|5.27\|5.36\|5.68\|5.35\|1710023;2026-08-18\|5.50\|-1.61\|5.60\|5.85\|5.47\|1761919;2026-08-19\|5.23\|-4.91\|5.40\|5.72\|5.17\|1570634;2026-08-20\|5.09\|-2.68\|5.25\|5.27\|5.03\|1244958;2026-08-21\|5.51\|8.25\|5.07\|5.60\|4.99\|2724790;2026-08-24\|5.37\|-2.54\|5.50\|5.55\|5.23\|1605772;2026-08-25\|5.28\|-1.68\|5.27\|5.36\|5.17\|1136096;2026-08-26\|5.32\|0.76\|5.24\|5.36\|5.15\|969542;2026-08-27\|5.59\|5.08\|5.28\|5.61\|5.26\|1282566;2026-08-28\|5.67\|1.43\|5.54\|5.72\|5.53\|1166723;2026-08-31\|5.68\|0.18\|5.60\|5.69\|5.53\|920150;2026-09-01\|5.59\|-1.58\|5.69\|5.69\|5.53\|881910;2026-09-02\|5.59\|0.00\|5.57\|5.80\|5.56\|1497248;2026-09-03\|5.51\|-1.43\|5.66\|5.69\|5.42\|848054;2026-09-04\|5.39\|-2.18\|5.55\|5.71\|5.34\|1085864;2026-09-07\|5.50\|2.04\|5.43\|5.57\|5.43\|873365;2026-09-08\|5.81\|5.64\|5.52\|5.93\|5.49\|1731964;2026-09-09\|5.88\|1.20\|5.82\|5.92\|5.73\|1370301;2026-09-10\|5.77\|-1.87\|5.88\|6.06\|5.75\|1295412;2026-09-11\|5.71\|-1.04\|5.70\|5.78\|5.49\|1196684;2026-09-14\|5.65\|-1.05\|5.67\|5.76\|5.55\|682403;2026-09-15\|5.48\|-3.01\|5.60\|5.65\|5.46\|976102
113753	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布	2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.50\|1.25\|69.93\|71.50\|68.50\|498395;2026-09-10\|76.45\|10.00\|68.49\|76.45\|68.31\|649689;2026-09-11\|82.46\|7.86\|76.00\|84.00\|73.00\|1125354;2026-09-14\|82.50\|0.05\|78.51\|84.66\|77.00\|843039;2026-09-15\|83.99\|1.81\|82.00\|86.05\|81.51\|839909
113752	长鑫存储过会	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054;2026-09-14\|223.69\|-3.12\|225.60\|227.80\|220.77\|147998;2026-09-15\|224.60\|0.41\|224.60\|231.50\|222.60\|148209
113751	长鑫存储过会	涨停揭秘：HBM3量产在即，公司颗粒状环氧塑封料（GMC）已通过长电科技、通富微电验证并小批量供货；涨停缘由：上半年存储涨价仍将持续，GMC材料适配HBM高密度堆叠封装，技术壁垒高，客户认证周期短于传统EMC；资金逻辑：小市值材料细分龙头，4月8日涨停获游资主导，换手率达28.6%，资金博弈HBM产业化提速预期；风险提示：GMC收入占比仍低，量产规模尚未放量，且HBM渗透节奏受制于英伟达下一代GPU发布进度	公司的颗粒状环氧塑封料（GMC)可以用于HBM的封装	2026-05-12\|107.32\|0.96\|104.00\|108.30\|102.62\|84768;2026-05-13\|117.54\|9.52\|104.98\|118.30\|104.10\|106769;2026-05-14\|115.83\|-1.45\|120.90\|125.40\|115.79\|156064;2026-05-15\|133.77\|15.49\|122.34\|139.00\|117.50\|193422;2026-05-18\|137.32\|2.65\|136.17\|148.00\|132.83\|188129;2026-05-19\|142.00\|3.41\|136.37\|142.00\|131.50\|135288;2026-05-20\|141.28\|-0.51\|138.88\|147.37\|138.84\|134242;2026-05-21\|135.17\|-4.32\|141.47\|145.60\|134.00\|150134;2026-05-22\|134.00\|-0.87\|135.24\|136.50\|127.66\|116834;2026-05-25\|137.00\|2.24\|127.33\|140.12\|121.50\|151915;2026-05-26\|136.80\|-0.15\|137.00\|144.87\|131.23\|130785;2026-05-27\|126.21\|-7.74\|141.00\|141.20\|125.00\|119809;2026-05-28\|129.03\|2.23\|126.07\|131.77\|123.08\|89113;2026-05-29\|120.19\|-6.85\|130.56\|132.13\|119.39\|95254;2026-06-01\|114.15\|-5.03\|120.19\|124.00\|113.88\|82648;2026-06-02\|112.77\|-1.21\|115.26\|116.00\|110.60\|76417;2026-06-03\|115.44\|2.37\|112.97\|121.36\|112.97\|87546;2026-06-04\|118.74\|2.86\|112.96\|122.16\|111.89\|88377;2026-06-05\|114.80\|-3.32\|115.27\|119.45\|113.52\|67210;2026-06-08\|107.82\|-6.08\|107.49\|112.53\|106.21\|64759;2026-06-09\|114.12\|5.84\|111.00\|116.79\|109.10\|70614;2026-06-10\|125.93\|10.35\|112.00\|131.01\|112.00\|136887;2026-06-11\|131.20\|4.18\|124.43\|132.97\|123.38\|145117;2026-06-12\|119.04\|-9.27\|133.89\|135.96\|117.90\|158936;2026-06-15\|124.17\|4.31\|121.74\|124.44\|115.22\|104663;2026-06-16\|125.74\|1.26\|123.00\|127.17\|122.00\|99385;2026-06-17\|133.97\|6.55\|122.00\|134.44\|121.06\|125446;2026-06-18\|152.90\|14.13\|129.97\|155.00\|129.97\|165154;2026-06-22\|153.52\|0.41\|151.38\|159.58\|146.01\|174212;2026-06-23\|138.09\|-10.05\|148.00\|148.00\|135.08\|166596;2026-06-24\|147.47\|6.79\|137.54\|148.88\|132.00\|144810;2026-06-25\|148.50\|0.70\|152.00\|158.28\|146.05\|141819;2026-06-26\|163.91\|10.38\|145.86\|170.00\|143.08\|180764;2026-06-29\|186.01\|13.48\|169.10\|188.35\|157.50\|197557;2026-06-30\|187.00\|0.53\|178.00\|194.99\|171.68\|151489;2026-07-01\|179.30\|-4.12\|184.00\|199.99\|176.00\|152530;2026-07-02\|174.18\|-2.86\|169.50\|193.00\|169.00\|158799;2026-07-03\|160.46\|-7.88\|170.01\|176.93\|157.00\|150893;2026-07-06\|162.29\|1.14\|166.56\|168.00\|151.80\|121341;2026-07-07\|159.24\|-1.88\|157.66\|166.66\|157.66\|95319;2026-07-08\|157.00\|-1.41\|159.80\|164.56\|145.45\|103594;2026-07-09\|179.20\|14.14\|161.95\|179.91\|158.55\|142358;2026-07-10\|169.59\|-5.36\|176.00\|192.66\|169.00\|159734;2026-07-13\|150.60\|-11.20\|162.77\|174.88\|148.10\|133063;2026-07-14\|153.00\|1.59\|152.75\|156.30\|140.00\|121956;2026-07-15\|136.88\|-10.54\|157.36\|157.89\|136.78\|108879;2026-07-16\|122.42\|-10.56\|134.73\|136.54\|120.00\|113868;2026-07-17\|111.65\|-8.80\|123.76\|125.00\|111.30\|118388;2026-07-20\|97.20\|-12.94\|116.00\|117.88\|92.60\|138309;2026-07-21\|112.00\|15.23\|99.45\|112.21\|87.00\|162272;2026-07-22\|105.68\|-5.64\|109.85\|113.45\|105.05\|129829;2026-07-23\|101.67\|-3.79\|106.05\|107.79\|100.06\|81275;2026-07-24\|103.50\|1.80\|99.64\|106.66\|99.05\|93221;2026-07-27\|108.23\|4.57\|102.85\|110.00\|98.00\|93672;2026-07-28\|99.00\|-8.53\|105.95\|107.80\|98.10\|83000;2026-07-29\|94.62\|-4.42\|98.41\|99.48\|88.52\|104470;2026-07-30\|84.38\|-10.82\|93.80\|95.02\|83.40\|113278;2026-07-31\|89.10\|5.59\|92.50\|96.66\|89.00\|109269;2026-08-03\|81.66\|-8.35\|87.30\|89.76\|80.58\|96677;2026-08-04\|88.28\|8.11\|83.00\|89.75\|81.58\|83833;2026-08-05\|95.85\|8.57\|88.49\|96.90\|88.00\|107875;2026-08-06\|98.90\|3.18\|93.94\|100.52\|92.50\|101854;2026-08-07\|103.60\|4.75\|98.90\|104.41\|96.66\|106490;2026-08-10\|103.64\|0.04\|105.01\|106.00\|101.18\|96367;2026-08-11\|101.50\|-2.06\|102.92\|104.66\|100.25\|65098;2026-08-12\|104.68\|3.13\|103.10\|105.77\|102.16\|70067;2026-08-13\|101.85\|-2.70\|107.20\|108.80\|101.35\|82425;2026-08-14\|105.42\|3.51\|103.28\|106.43\|102.16\|66353;2026-08-17\|111.72\|5.98\|105.42\|111.80\|104.72\|76043;2026-08-18\|111.22\|-0.45\|111.77\|113.89\|108.38\|76640;2026-08-19\|100.15\|-9.95\|107.00\|110.00\|99.29\|92205;2026-08-20\|100.63\|0.48\|102.94\|103.20\|98.96\|60320;2026-08-21\|100.50\|-0.13\|100.62\|102.89\|98.07\|42795;2026-08-24\|99.54\|-0.96\|100.62\|101.08\|96.40\|48165;2026-08-25\|98.20\|-1.35\|96.60\|99.26\|93.90\|42880;2026-08-26\|98.29\|0.09\|99.96\|99.99\|96.01\|39619;2026-08-27\|105.56\|7.40\|98.84\|106.35\|98.05\|68859;2026-08-28\|102.40\|-2.99\|104.59\|107.00\|102.02\|52252;2026-08-31\|104.32\|1.88\|100.00\|104.55\|98.92\|60972;2026-09-01\|100.40\|-3.76\|105.80\|106.39\|99.88\|57661;2026-09-02\|97.80\|-2.59\|98.38\|99.60\|96.51\|46895;2026-09-03\|98.38\|0.59\|99.77\|100.20\|96.80\|43489;2026-09-04\|94.48\|-3.96\|99.71\|101.84\|93.00\|54765;2026-09-07\|101.04\|6.94\|96.37\|101.85\|95.48\|61161;2026-09-08\|100.88\|-0.16\|101.06\|104.38\|98.97\|52248;2026-09-09\|100.26\|-0.61\|102.00\|104.36\|99.80\|39124;2026-09-10\|103.70\|3.43\|99.17\|104.44\|98.56\|58493;2026-09-11\|100.08\|-3.49\|101.01\|102.08\|95.34\|70912;2026-09-14\|100.10\|0.02\|97.83\|100.72\|96.08\|48660;2026-09-15\|105.71\|5.60\|99.72\|107.60\|99.70\|85421
113750	长鑫存储过会	涨停揭秘：武汉长江存储加速扩产，带动国产芯片设备材料需求上升；涨停缘由：作为2025年12月新上市芯片配套企业，直接受益于长江存储12英寸3D闪存产线快速爬坡，提供关键封装测试耗材及精密部件；资金逻辑：次新股叠加题材共振，主力资金单日大幅净流入，换手充分，显示资金抢筹国产替代主线；风险提示：公司上市时间短，基本面数据披露有限，扩产进度存在不确定性，短期波动风险较大	2025-12上市	2026-05-12\|439.45\|-2.13\|446.00\|446.00\|431.16\|20484;2026-05-13\|444.88\|1.24\|420.73\|448.80\|418.10\|25018;2026-05-14\|424.45\|-4.59\|446.88\|446.88\|423.34\|21636;2026-05-15\|452.01\|6.49\|425.00\|469.00\|404.00\|45406;2026-05-18\|461.75\|2.15\|448.00\|487.88\|445.00\|33241;2026-05-19\|479.53\|3.85\|449.88\|485.03\|442.00\|30296;2026-05-20\|531.09\|10.75\|471.00\|531.09\|471.00\|37282;2026-05-21\|484.90\|-8.70\|537.50\|540.99\|483.19\|38690;2026-05-22\|502.00\|3.53\|490.00\|502.00\|469.00\|28293;2026-05-25\|511.14\|1.82\|496.98\|525.87\|480.80\|32005;2026-05-26\|496.00\|-2.96\|507.00\|507.00\|477.95\|24343;2026-05-27\|466.00\|-6.05\|498.80\|509.90\|465.11\|20534;2026-05-28\|468.98\|0.64\|458.05\|475.88\|450.10\|17962;2026-05-29\|439.00\|-6.39\|473.09\|478.00\|430.95\|24571;2026-06-01\|458.33\|4.40\|447.78\|484.88\|446.00\|31304;2026-06-02\|488.50\|6.58\|458.60\|500.00\|458.46\|28348;2026-06-03\|504.66\|3.31\|484.00\|537.35\|481.01\|31333;2026-06-04\|512.00\|1.45\|498.90\|529.99\|495.01\|25379;2026-06-05\|491.92\|-3.92\|503.98\|523.08\|488.21\|21037;2026-06-08\|467.00\|-5.07\|469.20\|483.50\|457.02\|20949;2026-06-09\|487.91\|4.48\|474.00\|494.33\|462.01\|22015;2026-06-10\|540.99\|10.88\|479.00\|545.60\|479.00\|45348;2026-06-11\|586.17\|8.35\|535.50\|609.00\|534.77\|43982;2026-06-12\|569.32\|-2.87\|616.00\|618.00\|565.00\|41354;2026-06-15\|576.00\|1.17\|578.50\|583.95\|530.02\|31437;2026-06-16\|573.00\|-0.52\|576.00\|589.18\|561.98\|26270;2026-06-17\|591.97\|3.31\|562.00\|594.00\|560.44\|26474;2026-06-18\|626.00\|5.75\|589.07\|628.00\|576.00\|34347;2026-06-22\|589.89\|-5.62\|619.89\|628.00\|563.00\|34921;2026-06-23\|616.02\|4.43\|577.04\|617.76\|563.33\|31299;2026-06-24\|623.00\|1.13\|595.88\|639.56\|585.60\|28662;2026-06-25\|612.20\|-1.73\|623.00\|634.90\|598.01\|24834;2026-06-26\|580.00\|-5.26\|598.03\|626.11\|571.02\|24395;2026-06-29\|602.00\|3.79\|575.00\|623.50\|564.00\|28528;2026-06-30\|623.00\|3.49\|593.01\|627.00\|583.88\|38234;2026-07-01\|605.74\|-2.77\|632.36\|671.00\|590.00\|40997;2026-07-02\|530.13\|-12.48\|570.00\|573.80\|527.00\|31803;2026-07-03\|511.00\|-3.61\|525.80\|536.84\|503.68\|24213;2026-07-06\|519.50\|1.66\|519.75\|531.49\|485.10\|25749;2026-07-07\|543.74\|4.67\|509.00\|546.48\|502.51\|25895;2026-07-08\|542.09\|-0.30\|540.00\|558.99\|518.86\|20134;2026-07-09\|594.80\|9.72\|553.26\|599.75\|535.58\|25993;2026-07-10\|546.00\|-8.20\|587.00\|603.95\|546.00\|29572;2026-07-13\|538.04\|-1.46\|540.55\|576.88\|523.01\|24113;2026-07-14\|553.00\|2.78\|537.00\|570.00\|524.01\|26200;2026-07-15\|481.00\|-13.02\|560.01\|560.01\|480.00\|27048;2026-07-16\|467.90\|-2.72\|464.35\|487.70\|452.02\|19651;2026-07-17\|423.00\|-9.60\|453.00\|473.63\|418.18\|26396;2026-07-20\|358.01\|-15.36\|433.57\|440.89\|350.59\|36821;2026-07-21\|429.61\|20.00\|368.75\|429.61\|359.00\|34468;2026-07-22\|441.00\|2.65\|440.00\|462.50\|438.08\|30393;2026-07-23\|417.00\|-5.44\|449.80\|454.23\|415.00\|17839;2026-07-24\|440.80\|5.71\|412.03\|449.94\|412.03\|22429;2026-07-27\|474.50\|7.65\|435.06\|477.98\|425.00\|28123;2026-07-28\|446.41\|-5.92\|455.00\|475.99\|443.33\|16946;2026-07-29\|451.55\|1.15\|437.86\|456.00\|418.88\|25531;2026-07-30\|413.00\|-8.54\|448.00\|449.90\|413.00\|22595;2026-07-31\|441.03\|6.79\|455.00\|482.80\|439.15\|23501;2026-08-03\|413.33\|-6.28\|435.00\|447.00\|413.01\|15217;2026-08-04\|442.86\|7.14\|416.44\|443.00\|405.21\|18833;2026-08-05\|473.00\|6.81\|438.00\|477.90\|436.66\|21854;2026-08-06\|468.00\|-1.06\|456.00\|482.32\|455.70\|16152;2026-08-07\|483.03\|3.21\|464.51\|489.04\|456.03\|19198;2026-08-10\|483.98\|0.20\|480.20\|490.01\|469.00\|16830;2026-08-11\|460.07\|-4.94\|475.00\|481.99\|458.03\|12855;2026-08-12\|475.00\|3.25\|465.00\|479.88\|461.00\|11989;2026-08-13\|469.77\|-1.10\|480.66\|500.00\|468.01\|21142;2026-08-14\|468.90\|-0.19\|476.97\|484.00\|463.00\|11721;2026-08-17\|487.00\|3.86\|467.00\|491.99\|467.00\|16584;2026-08-18\|512.80\|5.30\|485.60\|516.89\|481.21\|22562;2026-08-19\|465.15\|-9.29\|495.02\|510.00\|463.01\|18905;2026-08-20\|454.23\|-2.35\|477.80\|482.00\|443.00\|16519;2026-08-21\|447.15\|-1.56\|453.01\|459.94\|438.33\|12473;2026-08-24\|438.50\|-1.93\|445.00\|449.99\|423.01\|16060;2026-08-25\|421.70\|-3.83\|430.00\|435.50\|410.00\|14429;2026-08-26\|441.32\|4.65\|420.02\|454.84\|420.02\|17494;2026-08-27\|459.02\|4.01\|443.87\|459.99\|433.00\|14996;2026-08-28\|454.14\|-1.06\|455.54\|473.69\|454.14\|13494;2026-08-31\|471.71\|3.87\|426.80\|476.38\|426.00\|20883;2026-09-01\|448.50\|-4.92\|478.76\|481.00\|448.09\|13262;2026-09-02\|447.38\|-0.25\|444.27\|454.84\|436.00\|10282;2026-09-03\|451.21\|0.86\|452.00\|463.00\|445.02\|13014;2026-09-04\|405.03\|-10.23\|451.21\|456.78\|400.04\|26978;2026-09-07\|440.02\|8.64\|416.66\|442.00\|406.00\|23956;2026-09-08\|459.02\|4.32\|438.00\|478.00\|437.00\|23917;2026-09-09\|477.00\|3.92\|462.66\|486.99\|461.20\|19233;2026-09-10\|499.00\|4.61\|477.00\|504.28\|473.00\|20446;2026-09-11\|494.81\|-0.84\|480.00\|507.44\|475.80\|22299;2026-09-14\|524.00\|5.90\|498.00\|548.99\|494.81\|26060;2026-09-15\|529.50\|1.05\|518.66\|541.00\|515.66\|12348
113749	长鑫存储过会	PCB概念+PI薄膜+商业航天行业原因： 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11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985;2026-07-20\|23.92\|-9.80\|27.30\|27.99\|23.18\|118338;2026-07-21\|26.28\|9.87\|24.12\|27.10\|20.73\|146901;2026-07-22\|25.24\|-3.96\|25.61\|26.32\|24.29\|113304;2026-07-23\|24.96\|-1.11\|25.71\|26.08\|24.40\|72816;2026-07-24\|24.70\|-1.04\|24.70\|25.88\|24.15\|149533;2026-07-27\|26.28\|6.40\|24.93\|26.35\|23.92\|141792;2026-07-28\|23.63\|-10.08\|25.80\|26.27\|23.30\|141324;2026-07-29\|23.63\|0.00\|23.70\|24.03\|22.40\|144462;2026-07-30\|21.85\|-7.53\|23.92\|23.92\|21.37\|132655;2026-07-31\|22.75\|4.12\|23.88\|25.09\|22.51\|180343;2026-08-03\|23.20\|1.98\|22.49\|24.31\|22.49\|140964;2026-08-04\|24.50\|5.60\|23.59\|24.80\|23.05\|131437;2026-08-05\|26.13\|6.65\|24.07\|26.42\|24.03\|183450;2026-08-06\|27.05\|3.52\|25.86\|27.40\|25.71\|172821;2026-08-07\|28.75\|6.28\|27.20\|29.28\|26.57\|206371;2026-08-10\|27.33\|-4.94\|29.00\|29.17\|26.53\|176751;2026-08-11\|27.26\|-0.26\|26.70\|28.03\|26.59\|128022;2026-08-12\|28.15\|3.26\|27.20\|28.52\|27.20\|119680;2026-08-13\|27.33\|-2.91\|28.39\|29.46\|27.33\|142600;2026-08-14\|28.99\|6.07\|28.00\|30.93\|27.55\|199001;2026-08-17\|30.90\|6.59\|28.95\|31.06\|28.53\|186523;2026-08-18\|30.31\|-1.91\|30.50\|31.31\|29.51\|172376;2026-08-19\|29.51\|-2.64\|30.14\|33.88\|29.01\|315466;2026-08-20\|29.66\|0.51\|30.01\|30.80\|27.98\|229298;2026-08-21\|29.34\|-1.08\|29.00\|30.85\|28.64\|182263;2026-08-24\|26.95\|-8.15\|29.27\|29.27\|26.20\|209395;2026-08-25\|27.19\|0.89\|26.66\|28.04\|25.32\|142500;2026-08-26\|26.69\|-1.84\|27.80\|27.91\|25.79\|110564;2026-08-27\|27.59\|3.37\|26.91\|27.98\|26.02\|137735;2026-08-28\|26.70\|-3.23\|27.59\|28.28\|26.65\|110370;2026-08-31\|27.27\|2.13\|26.09\|27.58\|25.88\|103653;2026-09-01\|25.82\|-5.32\|27.47\|27.53\|25.52\|118211;2026-09-02\|25.50\|-1.24\|25.11\|26.19\|25.11\|94224;2026-09-03\|25.51\|0.04\|25.65\|26.11\|24.88\|98419;2026-09-04\|24.74\|-3.02\|25.90\|26.95\|24.47\|134827;2026-09-07\|25.61\|3.52\|25.01\|25.80\|24.30\|90328;2026-09-08\|25.27\|-1.33\|25.42\|26.08\|25.08\|75707;2026-09-09\|25.55\|1.11\|25.30\|26.09\|25.07\|83153;2026-09-10\|25.33\|-0.86\|25.25\|25.96\|25.05\|61599;2026-09-11\|25.02\|-1.22\|25.06\|25.30\|23.79\|90631;2026-09-14\|25.53\|2.04\|24.66\|26.76\|24.08\|144365;2026-09-15\|25.78\|0.98\|25.17\|26.45\|25.17\|99873
113748	长鑫存储过会	光刻机+半导体掩模+微纳光学 1、据2026年1月5日公告，公司与上海语荻光电签署战略合作框架协议，围绕半导体量检测设备核心部件开展合作，强化供应链自主可控。 2、据2025年9月1日公告及2025年12月12日公告，公司拟收购常州维普51%股权，标的主营光掩模及晶圆缺陷检测设备，已进入中芯国际、路维光电、迪思微等头部客户量产线，并购贷款申请已于2025年12月12日获董事会通过。 3、据2025年8月22日半年报，公司是国内少数拥有微纳光学制造完整产业链的企业，自主研发激光直写、纳米压印光刻设备，应用于半导体掩模板、IC载板、光伏铜电镀图形化等领域。	公司与上海语荻签署战略合作框架协议，加码精密光学物镜及系统，后者创始股东及核心团队来自于上海光机所，主要从事半导体设备精密光学物镜及组件、卫星激光通信光学系统等产品主要客户包括部分国内半导体设备、商业卫星等领域的头部公司	2026-05-12\|56.78\|0.69\|55.26\|58.85\|54.99\|178929;2026-05-13\|55.20\|-2.78\|55.53\|56.58\|54.91\|147278;2026-05-14\|53.00\|-3.99\|55.55\|56.00\|52.93\|148053;2026-05-15\|54.65\|3.11\|53.08\|57.20\|50.78\|194692;2026-05-18\|54.80\|0.27\|54.98\|55.56\|53.10\|110862;2026-05-19\|56.00\|2.19\|54.99\|56.20\|52.48\|133741;2026-05-20\|59.62\|6.46\|55.58\|61.62\|55.58\|251449;2026-05-21\|54.34\|-8.86\|59.73\|60.00\|54.03\|210793;2026-05-22\|54.38\|0.07\|55.16\|55.39\|52.90\|156090;2026-05-25\|54.13\|-0.46\|54.38\|54.77\|53.23\|120693;2026-05-26\|54.34\|0.39\|53.66\|54.44\|51.00\|166198;2026-05-27\|53.57\|-1.42\|54.42\|56.14\|52.90\|138543;2026-05-28\|54.31\|1.38\|52.90\|55.39\|52.50\|120766;2026-05-29\|52.74\|-2.89\|55.10\|59.77\|52.00\|267563;2026-06-01\|51.28\|-2.77\|52.74\|54.03\|51.15\|191277;2026-06-02\|52.36\|2.11\|51.12\|53.14\|49.75\|154302;2026-06-03\|58.20\|11.15\|54.50\|60.50\|54.00\|325131;2026-06-04\|58.38\|0.31\|57.00\|59.88\|56.69\|196960;2026-06-05\|59.06\|1.16\|57.38\|62.69\|56.90\|209617;2026-06-08\|52.30\|-11.45\|56.20\|56.96\|50.81\|296784;2026-06-09\|56.55\|8.13\|53.55\|56.66\|52.50\|173642;2026-06-10\|63.29\|11.92\|60.99\|67.80\|60.00\|362303;2026-06-11\|64.58\|2.04\|63.00\|65.20\|61.16\|275829;2026-06-12\|65.91\|2.06\|65.58\|69.00\|63.80\|295393;2026-06-15\|67.33\|2.15\|66.25\|67.60\|62.60\|283781;2026-06-16\|71.74\|6.55\|66.91\|71.99\|66.28\|285691;2026-06-17\|71.13\|-0.85\|70.00\|72.50\|67.30\|285116;2026-06-18\|69.32\|-2.54\|71.39\|72.48\|68.01\|212254;2026-06-22\|68.16\|-1.67\|68.90\|70.96\|67.61\|196528;2026-06-23\|64.83\|-4.89\|67.80\|68.49\|64.00\|178512;2026-06-24\|68.82\|6.15\|64.80\|70.30\|63.41\|167499;2026-06-25\|72.86\|5.87\|68.88\|73.28\|68.13\|180014;2026-06-26\|68.22\|-6.37\|71.52\|72.13\|67.00\|143604;2026-06-29\|66.19\|-2.98\|69.40\|70.70\|62.40\|178952;2026-06-30\|71.11\|7.43\|66.80\|71.88\|65.85\|173354;2026-07-01\|72.43\|1.86\|71.48\|75.90\|70.44\|192462;2026-07-02\|68.75\|-5.08\|71.58\|73.80\|68.34\|156301;2026-07-03\|66.22\|-3.68\|68.12\|69.12\|65.50\|138767;2026-07-06\|63.52\|-4.08\|66.58\|67.45\|62.00\|128424;2026-07-07\|61.00\|-3.97\|62.98\|64.30\|60.20\|100114;2026-07-08\|62.17\|1.92\|61.37\|64.00\|56.15\|180606;2026-07-09\|66.10\|6.32\|62.93\|67.00\|60.50\|139274;2026-07-10\|65.00\|-1.66\|66.01\|67.48\|64.51\|128277;2026-07-13\|58.59\|-9.86\|64.00\|67.36\|58.44\|160166;2026-07-14\|58.35\|-0.41\|59.21\|59.80\|55.55\|131333;2026-07-15\|54.62\|-6.39\|59.98\|61.61\|54.36\|138045;2026-07-16\|52.52\|-3.84\|53.41\|56.62\|52.35\|153182;2026-07-17\|44.56\|-15.16\|51.81\|52.99\|44.45\|202659;2026-07-20\|39.00\|-12.48\|46.56\|47.20\|37.33\|274400;2026-07-21\|42.50\|8.97\|39.70\|42.56\|33.88\|275373;2026-07-22\|41.37\|-2.66\|42.00\|43.88\|40.79\|175586;2026-07-23\|42.76\|3.36\|41.78\|43.63\|39.96\|172772;2026-07-24\|42.50\|-0.61\|43.16\|43.62\|41.51\|160105;2026-07-27\|43.50\|2.35\|42.29\|43.75\|40.16\|137242;2026-07-28\|40.00\|-8.05\|43.38\|45.55\|39.61\|261313;2026-07-29\|38.91\|-2.73\|40.68\|41.00\|37.00\|225685;2026-07-30\|35.98\|-7.53\|38.34\|38.82\|35.43\|180728;2026-07-31\|38.91\|8.14\|39.21\|41.45\|38.55\|193391;2026-08-03\|36.66\|-5.78\|38.66\|39.30\|36.33\|140655;2026-08-04\|39.69\|8.27\|37.32\|40.20\|36.71\|161384;2026-08-05\|42.45\|6.95\|39.50\|43.21\|39.28\|164341;2026-08-06\|44.74\|5.39\|42.17\|45.30\|41.51\|154912;2026-08-07\|47.14\|5.36\|45.30\|47.50\|44.44\|159241;2026-08-10\|46.76\|-0.81\|47.12\|47.59\|45.75\|114269;2026-08-11\|48.75\|4.26\|46.27\|50.68\|45.50\|175768;2026-08-12\|49.35\|1.23\|48.70\|50.30\|48.16\|107133;2026-08-13\|47.75\|-3.24\|49.89\|50.33\|47.57\|120771;2026-08-14\|50.36\|5.47\|48.21\|50.87\|48.21\|127140;2026-08-17\|52.62\|4.49\|50.66\|52.69\|50.00\|113566;2026-08-18\|52.02\|-1.14\|53.12\|54.00\|51.20\|112284;2026-08-19\|46.13\|-11.32\|50.36\|50.65\|45.69\|164324;2026-08-20\|49.00\|6.22\|46.99\|50.17\|46.50\|151487;2026-08-21\|48.51\|-1.00\|48.47\|49.10\|46.91\|96184;2026-08-24\|48.42\|-0.19\|48.41\|50.55\|46.86\|152006;2026-08-25\|47.81\|-1.26\|47.94\|48.63\|44.70\|131981;2026-08-26\|47.73\|-0.17\|47.77\|48.69\|45.60\|104501;2026-08-27\|49.81\|4.36\|48.21\|49.93\|47.33\|129635;2026-08-28\|47.66\|-4.32\|49.36\|49.64\|47.40\|110802;2026-08-31\|49.66\|4.20\|46.63\|49.75\|46.15\|125263;2026-09-01\|48.19\|-2.96\|49.80\|49.80\|47.61\|92507;2026-09-02\|47.59\|-1.25\|47.52\|48.91\|47.06\|78471;2026-09-03\|49.57\|4.16\|48.51\|50.85\|48.41\|130287;2026-09-04\|47.20\|-4.78\|49.50\|50.25\|46.40\|127674;2026-09-07\|48.40\|2.54\|48.08\|48.98\|47.00\|126813;2026-09-08\|48.00\|-0.83\|47.80\|48.69\|46.82\|99570;2026-09-09\|47.17\|-1.73\|48.38\|50.08\|47.02\|99457;2026-09-10\|46.30\|-1.84\|46.88\|47.30\|46.13\|68549;2026-09-11\|44.61\|-3.65\|45.47\|45.98\|43.13\|101898;2026-09-14\|45.19\|1.30\|44.00\|45.77\|43.25\|79780;2026-09-15\|45.29\|0.22\|44.66\|46.30\|44.63\|74799
113747	长鑫存储过会	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|328471;2026-07-13\|50.82\|-0.74\|49.20\|53.75\|49.20\|255223;2026-07-14\|49.59\|-2.42\|51.08\|52.00\|46.74\|249924;2026-07-15\|45.04\|-9.18\|51.65\|52.00\|45.01\|231112;2026-07-16\|42.61\|-5.40\|43.09\|45.80\|42.00\|203592;2026-07-17\|38.94\|-8.61\|41.84\|43.21\|38.40\|216404;2026-07-20\|33.68\|-13.51\|40.05\|40.85\|32.50\|346228;2026-07-21\|37.36\|10.93\|33.83\|37.47\|30.00\|395377;2026-07-22\|36.00\|-3.64\|38.00\|39.30\|35.60\|290007;2026-07-23\|35.27\|-2.03\|35.80\|36.80\|34.46\|182904;2026-07-24\|34.42\|-2.41\|34.00\|36.06\|33.99\|161424;2026-07-27\|35.53\|3.22\|34.37\|35.57\|32.71\|186478;2026-07-28\|28.43\|-19.98\|33.63\|34.00\|28.42\|651038;2026-07-29\|26.58\|-6.51\|27.39\|27.85\|24.63\|631327;2026-07-30\|24.49\|-7.86\|26.00\|26.40\|24.02\|416037;2026-07-31\|25.27\|3.19\|27.10\|27.40\|25.20\|440807;2026-08-03\|24.10\|-4.63\|24.53\|25.18\|24.06\|282524;2026-08-04\|26.06\|8.13\|24.45\|26.28\|24.19\|318745;2026-08-05\|29.14\|11.82\|26.40\|29.64\|26.10\|441127;2026-08-06\|31.00\|6.38\|28.55\|31.18\|28.29\|481133;2026-08-07\|32.00\|3.23\|31.29\|32.30\|30.51\|438243;2026-08-10\|31.65\|-1.09\|32.16\|32.67\|31.03\|307174;2026-08-11\|31.06\|-1.86\|31.45\|32.19\|30.60\|235708;2026-08-12\|31.68\|2.00\|31.26\|32.10\|31.06\|200478;2026-08-13\|30.85\|-2.62\|32.60\|32.95\|30.83\|310010;2026-08-14\|31.45\|1.94\|31.64\|31.94\|30.55\|196389;2026-08-17\|32.80\|4.29\|31.60\|33.17\|31.20\|280354;2026-08-18\|35.96\|9.63\|35.11\|37.90\|34.90\|653038;2026-08-19\|34.30\|-4.62\|34.76\|37.33\|34.02\|636079;2026-08-20\|31.50\|-8.16\|34.48\|34.95\|31.13\|505365;2026-08-21\|31.44\|-0.19\|31.43\|32.20\|30.80\|284125;2026-08-24\|31.61\|0.54\|31.70\|31.84\|30.40\|252111;2026-08-25\|30.92\|-2.18\|30.53\|31.45\|29.27\|273342;2026-08-26\|30.61\|-1.00\|31.19\|31.37\|30.28\|176105;2026-08-27\|32.00\|4.54\|30.82\|32.18\|30.14\|284486;2026-08-28\|30.67\|-4.16\|31.72\|32.28\|30.62\|250747;2026-08-31\|31.07\|1.30\|30.00\|31.23\|29.58\|214787;2026-09-01\|29.48\|-5.12\|31.00\|31.00\|29.38\|182133;2026-09-02\|28.93\|-1.87\|28.67\|29.24\|28.41\|136644;2026-09-03\|28.79\|-0.48\|29.40\|29.63\|28.31\|121353;2026-09-04\|27.36\|-4.97\|29.37\|29.38\|27.07\|202170;2026-09-07\|27.97\|2.23\|27.79\|28.23\|27.51\|162138;2026-09-08\|27.13\|-3.00\|28.04\|28.25\|27.02\|183609;2026-09-09\|26.90\|-0.85\|27.45\|28.08\|26.78\|159128;2026-09-10\|26.42\|-1.78\|26.60\|26.97\|26.42\|94797;2026-09-11\|25.90\|-1.97\|26.00\|26.27\|25.16\|143272;2026-09-14\|26.23\|1.27\|25.40\|26.80\|24.97\|140751;2026-09-15\|26.54\|1.18\|26.18\|26.98\|25.80\|143630
113746	长鑫存储过会	半导体材料+一季报扭亏+靶材龙头行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司明月湖半导体用高纯材料项目已启动建设，规划2026年第四季度竣工投产，投产后将填补集成电路靶材核心上游原材料供应空白。 2、据2026年5月13日投资者关系活动记录表，公司主营高性能溅射靶材，铜靶、铝靶、钼及钼合金靶等产品已批量运用于京东方、华星光电等主流面板厂商。 3、据2026年4月25日一季报，公司2026年第一季度实现营业收入2.76亿元，同比增长215.86%，归母净利润4068.48万元，同比扭亏为盈。	1、公司主营高性能溅射靶材研发产销，为半导体显示、光伏等领域供铜靶、ITO 靶等关键材料； 2、公司已成功开发出动力电池复合铜箔用铜靶的特殊制造工艺，有效提高铜薄膜在PET（聚对苯二甲酸乙二醇酯）、PP（聚丙烯）等基材上的沉积质量	2026-05-12\|55.22\|-6.90\|58.27\|58.27\|54.50\|151807;2026-05-13\|56.61\|2.52\|54.15\|57.13\|53.10\|116124;2026-05-14\|54.32\|-4.05\|56.35\|57.99\|53.01\|117388;2026-05-15\|54.61\|0.53\|53.31\|56.68\|51.81\|110652;2026-05-18\|54.95\|0.62\|55.35\|55.86\|52.50\|78604;2026-05-19\|57.95\|5.46\|54.49\|57.95\|52.55\|118051;2026-05-20\|55.33\|-4.52\|56.30\|56.77\|54.88\|104290;2026-05-21\|49.50\|-10.54\|55.60\|55.99\|48.89\|116635;2026-05-22\|51.76\|4.57\|49.59\|52.35\|49.40\|89228;2026-05-25\|51.07\|-1.33\|52.00\|52.28\|50.20\|79303;2026-05-26\|48.82\|-4.41\|50.68\|50.68\|47.47\|80950;2026-05-27\|48.51\|-0.64\|49.30\|50.53\|47.98\|59840;2026-05-28\|52.00\|7.19\|47.64\|52.78\|47.61\|89022;2026-05-29\|49.61\|-4.60\|52.07\|52.58\|48.52\|78885;2026-06-01\|47.16\|-4.94\|49.65\|50.68\|47.12\|59897;2026-06-02\|48.61\|3.07\|47.20\|49.98\|46.74\|62394;2026-06-03\|47.60\|-2.08\|48.72\|49.62\|46.71\|73030;2026-06-04\|48.63\|2.16\|46.78\|49.62\|46.73\|63694;2026-06-05\|48.55\|-0.16\|48.01\|49.95\|47.02\|50746;2026-06-08\|45.51\|-6.26\|45.90\|47.58\|44.80\|52738;2026-06-09\|49.30\|8.33\|46.42\|49.50\|46.24\|71602;2026-06-10\|55.88\|13.35\|48.63\|58.13\|48.48\|159323;2026-06-11\|67.06\|20.01\|56.00\|67.06\|56.00\|221319;2026-06-12\|56.68\|-15.48\|68.00\|68.00\|56.10\|242998;2026-06-15\|58.70\|3.56\|56.82\|60.35\|53.37\|165970;2026-06-16\|63.16\|7.60\|57.79\|65.00\|56.81\|182599;2026-06-17\|64.33\|1.85\|60.18\|64.50\|58.88\|151110;2026-06-18\|65.91\|2.46\|62.50\|68.91\|62.50\|146228;2026-06-22\|78.58\|19.22\|71.00\|79.09\|70.96\|181280;2026-06-23\|79.25\|0.85\|77.91\|85.85\|76.09\|181020;2026-06-24\|80.99\|2.20\|80.15\|82.85\|75.85\|165314;2026-06-25\|87.60\|8.16\|80.19\|91.88\|76.50\|177885;2026-06-26\|87.99\|0.45\|85.00\|91.39\|80.82\|154744;2026-06-29\|99.69\|13.30\|87.95\|99.80\|82.51\|172985;2026-06-30\|96.90\|-2.80\|94.70\|103.16\|92.28\|136775;2026-07-01\|88.08\|-9.10\|99.00\|103.84\|88.00\|155738;2026-07-02\|85.10\|-3.38\|81.00\|91.50\|80.05\|121991;2026-07-03\|81.08\|-4.72\|85.36\|88.25\|81.00\|111902;2026-07-06\|80.58\|-0.62\|84.00\|86.50\|77.00\|98662;2026-07-07\|82.03\|1.80\|77.00\|86.58\|77.00\|98386;2026-07-08\|81.25\|-0.95\|82.03\|84.60\|75.58\|99662;2026-07-09\|88.15\|8.49\|83.00\|88.25\|81.18\|124127;2026-07-10\|76.70\|-12.99\|88.16\|91.50\|76.60\|151757;2026-07-13\|73.30\|-4.43\|74.00\|78.89\|72.60\|89174;2026-07-14\|74.95\|2.25\|75.37\|75.66\|68.60\|85137;2026-07-15\|68.41\|-8.73\|76.50\|76.88\|68.00\|79377;2026-07-16\|63.47\|-7.22\|65.00\|68.69\|63.00\|77779;2026-07-17\|57.16\|-9.94\|63.11\|63.72\|56.57\|87427;2026-07-20\|48.47\|-15.20\|59.00\|59.80\|46.14\|103389;2026-07-21\|56.20\|15.95\|49.11\|56.96\|42.12\|139338;2026-07-22\|56.24\|0.07\|55.40\|59.18\|55.00\|117605;2026-07-23\|54.54\|-3.02\|57.36\|57.36\|53.61\|62673;2026-07-24\|51.26\|-6.01\|52.00\|54.12\|49.69\|99311;2026-07-27\|52.79\|2.98\|51.77\|53.28\|48.04\|75065;2026-07-28\|47.25\|-10.49\|52.36\|54.20\|46.90\|88302;2026-07-29\|44.23\|-6.39\|47.42\|48.49\|42.01\|108909;2026-07-30\|39.25\|-11.26\|43.56\|44.28\|39.13\|101269;2026-07-31\|41.31\|5.25\|43.50\|45.83\|41.22\|106207;2026-08-03\|38.09\|-7.79\|40.99\|41.50\|37.83\|104207;2026-08-04\|44.58\|17.04\|39.78\|45.71\|38.33\|143858;2026-08-05\|51.25\|14.96\|44.63\|52.47\|44.63\|171362;2026-08-06\|58.50\|14.15\|51.00\|59.27\|51.00\|195382;2026-08-07\|61.55\|5.21\|58.33\|63.00\|58.33\|189746;2026-08-10\|62.50\|1.54\|61.95\|65.80\|60.03\|156717;2026-08-11\|60.00\|-4.00\|60.98\|63.49\|60.00\|119185;2026-08-12\|65.80\|9.67\|61.00\|68.40\|60.78\|170914;2026-08-13\|63.34\|-3.74\|66.58\|67.57\|63.03\|129271;2026-08-14\|63.61\|0.43\|64.22\|65.00\|61.98\|96882;2026-08-17\|67.98\|6.87\|64.20\|71.46\|63.09\|155844;2026-08-18\|69.02\|1.53\|67.99\|71.10\|67.60\|137374;2026-08-19\|64.42\|-6.66\|65.41\|69.67\|63.56\|121512;2026-08-20\|64.73\|0.48\|66.00\|66.43\|62.00\|89984;2026-08-21\|62.86\|-2.89\|63.50\|64.71\|61.51\|76464;2026-08-24\|62.92\|0.10\|64.12\|66.70\|60.90\|100352;2026-08-25\|62.13\|-1.26\|61.19\|63.63\|58.21\|86340;2026-08-26\|60.55\|-2.54\|63.00\|63.88\|58.38\|81346;2026-08-27\|64.95\|7.27\|61.09\|65.68\|59.70\|104765;2026-08-28\|61.18\|-5.80\|64.48\|65.21\|61.11\|94322;2026-08-31\|62.20\|1.67\|58.98\|62.20\|58.88\|73533;2026-09-01\|58.15\|-6.51\|61.50\|62.14\|57.66\|73783;2026-09-02\|56.88\|-2.18\|55.63\|57.57\|55.63\|56398;2026-09-03\|57.55\|1.18\|58.16\|59.51\|56.73\|64895;2026-09-04\|53.90\|-6.34\|58.01\|58.67\|53.01\|76157;2026-09-07\|56.89\|5.55\|54.66\|57.44\|54.66\|69241;2026-09-08\|55.23\|-2.92\|57.00\|57.83\|55.01\|57647;2026-09-09\|55.98\|1.36\|56.33\|58.68\|55.23\|73719;2026-09-10\|55.52\|-0.82\|55.00\|56.94\|55.00\|49761;2026-09-11\|54.60\|-1.66\|53.98\|55.24\|51.91\|60673;2026-09-14\|62.31\|14.12\|54.58\|62.52\|52.00\|141445;2026-09-15\|61.61\|-1.12\|62.00\|63.95\|61.31\|117860
113745	长鑫存储过会	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|24295;2026-07-13\|49.36\|-4.86\|51.77\|52.28\|48.00\|20188;2026-07-14\|51.27\|3.87\|48.64\|51.50\|48.20\|13481;2026-07-15\|48.45\|-5.50\|51.30\|52.09\|47.85\|15392;2026-07-16\|46.00\|-5.06\|47.52\|48.58\|44.90\|18151;2026-07-17\|41.70\|-9.35\|45.69\|45.86\|40.84\|17580;2026-07-20\|37.70\|-9.59\|43.18\|43.40\|36.59\|22310;2026-07-21\|39.02\|3.50\|37.24\|40.00\|33.02\|27310;2026-07-22\|37.45\|-4.02\|38.61\|39.99\|37.10\|18402;2026-07-23\|38.78\|3.55\|38.01\|38.98\|36.61\|16678;2026-07-24\|38.45\|-0.85\|38.00\|39.17\|37.11\|12678;2026-07-27\|39.44\|2.57\|38.75\|39.49\|37.62\|11082;2026-07-28\|36.07\|-8.54\|38.80\|40.22\|35.77\|25620;2026-07-29\|35.66\|-1.14\|36.00\|36.80\|34.32\|15821;2026-07-30\|34.10\|-4.37\|35.80\|36.57\|32.80\|20581;2026-07-31\|34.41\|0.91\|36.15\|37.20\|34.41\|20452;2026-08-03\|35.09\|1.98\|34.63\|35.99\|33.61\|21604;2026-08-04\|37.55\|7.01\|35.66\|37.76\|35.03\|17656;2026-08-05\|42.77\|13.90\|37.50\|44.56\|37.06\|26694;2026-08-06\|42.25\|-1.22\|41.48\|42.70\|40.81\|16669;2026-08-07\|44.10\|4.38\|42.35\|44.20\|41.61\|18566;2026-08-10\|43.03\|-2.43\|44.06\|44.07\|42.00\|14993;2026-08-11\|42.35\|-1.58\|42.88\|42.88\|41.54\|8865;2026-08-12\|43.72\|3.23\|41.81\|43.86\|41.11\|10708;2026-08-13\|42.28\|-3.29\|43.53\|45.50\|42.27\|13730;2026-08-14\|43.31\|2.44\|42.31\|43.67\|42.31\|10460;2026-08-17\|46.48\|7.32\|43.50\|46.80\|43.04\|16625;2026-08-18\|45.88\|-1.29\|46.02\|46.99\|44.68\|11167;2026-08-19\|41.81\|-8.87\|43.91\|44.86\|41.34\|13018;2026-08-20\|42.42\|1.46\|41.29\|44.15\|41.29\|15262;2026-08-21\|42.84\|0.99\|41.58\|43.12\|41.14\|7748;2026-08-24\|41.00\|-4.30\|42.67\|43.30\|40.61\|7276;2026-08-25\|41.86\|2.10\|40.86\|42.26\|39.84\|7554;2026-08-26\|41.12\|-1.77\|42.18\|42.26\|40.12\|6452;2026-08-27\|42.46\|3.26\|41.12\|42.78\|40.66\|7618;2026-08-28\|42.33\|-0.31\|42.04\|45.90\|41.57\|14894;2026-08-31\|43.33\|2.36\|41.80\|43.46\|41.20\|10034;2026-09-01\|41.43\|-4.38\|43.44\|43.61\|40.96\|9803;2026-09-02\|40.99\|-1.06\|41.26\|42.09\|40.28\|9027;2026-09-03\|41.45\|1.12\|41.25\|42.48\|40.88\|8739;2026-09-04\|40.20\|-3.02\|41.65\|42.68\|39.71\|12174;2026-09-07\|41.33\|2.81\|41.06\|41.60\|40.28\|8569;2026-09-08\|40.93\|-0.97\|41.27\|41.48\|40.40\|7093;2026-09-09\|40.76\|-0.42\|41.10\|41.98\|40.40\|6138;2026-09-10\|40.01\|-1.84\|40.76\|40.76\|39.71\|5764;2026-09-11\|39.38\|-1.57\|39.40\|39.99\|38.00\|7991;2026-09-14\|40.54\|2.95\|39.09\|40.87\|38.33\|8954;2026-09-15\|40.31\|-0.57\|40.54\|41.74\|39.80\|5747
113744	长鑫存储过会	GPU投资+芯片布局+纸包装行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月20日进展公告，公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司拟以5.5亿元取得芯瞳半导体22.9831%股权，标的公司专注高性能图形处理器芯片设计。 2、据2026年5月13日互动易，公司此前1.5亿元参股的浙江曲速科技专注AI大模型推理芯片，目前研发与市场拓展正常推进。 3、据2025年度报告，公司主营瓦楞纸箱、精品烟包、高端酒包等纸包装产品，是国内领先的纸包装综合解决方案供应商，生产基地已覆盖浙江、江苏、四川、湖北、新疆、贵州、海南等地。	公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司以5.5亿元取得芯瞳半导体22.9831%股权，标的公司是国内专注于通用高性能图形处理器芯片设计研发与销售的先驱企业	2026-05-12\|16.75\|-1.47\|17.18\|17.18\|16.50\|297591;2026-05-13\|16.65\|-0.60\|16.49\|17.05\|16.28\|334483;2026-05-14\|15.95\|-4.20\|16.52\|16.85\|15.84\|352845;2026-05-15\|15.55\|-2.51\|15.93\|16.08\|15.36\|276779;2026-05-18\|15.62\|0.45\|15.28\|15.77\|15.06\|231592;2026-05-19\|16.09\|3.01\|15.49\|16.48\|15.18\|359765;2026-05-20\|17.70\|10.01\|16.95\|17.70\|16.50\|518361;2026-05-21\|16.77\|-5.25\|17.64\|17.87\|16.68\|753787;2026-05-22\|16.23\|-3.22\|16.84\|17.08\|16.11\|431346;2026-05-25\|16.07\|-0.99\|16.25\|16.96\|16.00\|349398;2026-05-26\|15.89\|-1.12\|16.00\|16.25\|15.31\|304946;2026-05-27\|16.13\|1.51\|15.75\|16.40\|15.23\|379426;2026-05-28\|15.95\|-1.12\|16.60\|16.65\|15.11\|429209;2026-05-29\|15.61\|-2.13\|15.80\|16.66\|15.40\|339453;2026-06-01\|16.26\|4.16\|15.40\|16.70\|15.38\|379741;2026-06-02\|17.89\|10.02\|16.06\|17.89\|16.02\|806652;2026-06-03\|18.90\|5.65\|17.85\|19.30\|17.51\|827563;2026-06-04\|18.50\|-2.12\|18.50\|18.95\|18.20\|430841;2026-06-05\|18.70\|1.08\|18.80\|19.56\|18.44\|575907;2026-06-08\|18.24\|-2.46\|17.95\|18.96\|17.84\|369473;2026-06-09\|17.44\|-4.39\|18.32\|18.40\|16.83\|418775;2026-06-10\|19.18\|9.98\|17.43\|19.18\|16.80\|617450;2026-06-11\|19.00\|-0.94\|19.11\|19.67\|18.50\|586291;2026-06-12\|18.38\|-3.26\|19.00\|19.13\|17.77\|474452;2026-06-15\|18.55\|0.92\|18.44\|18.70\|18.15\|336944;2026-06-16\|18.13\|-2.26\|18.23\|18.45\|17.83\|369165;2026-06-17\|18.45\|1.76\|18.28\|18.78\|17.44\|536188;2026-06-18\|19.45\|5.42\|18.15\|19.80\|17.81\|664983;2026-06-22\|19.59\|0.93\|19.08\|19.95\|17.89\|700658;2026-06-23\|18.40\|-6.07\|19.04\|19.38\|18.08\|445298;2026-06-24\|17.95\|-2.45\|18.00\|18.20\|17.23\|318453;2026-06-25\|17.10\|-4.74\|18.08\|18.15\|17.10\|334047;2026-06-26\|18.81\|10.00\|17.98\|18.81\|17.75\|480913;2026-06-29\|20.35\|8.19\|18.36\|20.69\|18.30\|1111110;2026-06-30\|20.29\|-0.29\|20.26\|20.35\|18.70\|752054;2026-07-01\|20.92\|3.10\|20.56\|21.73\|20.16\|526950;2026-07-02\|19.79\|-5.40\|20.40\|21.64\|19.62\|428557;2026-07-03\|18.90\|-4.50\|19.82\|19.84\|18.83\|385821;2026-07-06\|17.97\|-4.92\|18.99\|19.50\|17.85\|331475;2026-07-07\|16.81\|-6.46\|18.25\|18.53\|16.60\|376895;2026-07-08\|16.13\|-4.05\|16.80\|16.90\|15.86\|304305;2026-07-09\|16.83\|4.34\|16.08\|16.92\|15.48\|384838;2026-07-10\|15.18\|-9.80\|16.18\|16.70\|15.17\|435996;2026-07-13\|14.42\|-5.01\|14.87\|15.27\|14.20\|328702;2026-07-14\|15.45\|7.14\|14.71\|15.86\|14.61\|498938;2026-07-15\|14.50\|-6.15\|15.60\|15.67\|14.35\|280888;2026-07-16\|14.03\|-3.24\|14.48\|15.08\|13.93\|264352;2026-07-17\|13.05\|-6.99\|13.90\|14.20\|12.95\|274054;2026-07-20\|12.30\|-5.75\|13.31\|13.43\|11.86\|325429;2026-07-21\|12.69\|3.17\|12.15\|13.49\|11.19\|351227;2026-07-22\|12.69\|0.00\|12.50\|12.99\|12.40\|253578;2026-07-23\|12.57\|-0.95\|12.63\|12.83\|12.40\|174711;2026-07-24\|12.34\|-1.83\|12.34\|12.74\|12.18\|143272;2026-07-27\|12.74\|3.24\|12.43\|12.75\|12.03\|166946;2026-07-28\|12.66\|-0.63\|12.74\|13.20\|12.40\|218945;2026-07-29\|12.50\|-1.26\|12.73\|12.78\|12.07\|202440;2026-07-30\|12.03\|-3.76\|12.44\|12.81\|11.91\|243208;2026-07-31\|12.50\|3.91\|12.50\|12.96\|12.45\|247738;2026-08-03\|12.49\|-0.08\|12.53\|12.78\|12.29\|129499;2026-08-04\|13.27\|6.25\|12.60\|13.33\|12.49\|213418;2026-08-05\|14.10\|6.25\|13.18\|14.39\|13.17\|247238;2026-08-06\|14.44\|2.41\|14.18\|14.50\|14.00\|208121;2026-08-07\|14.45\|0.07\|14.45\|14.79\|14.32\|165768;2026-08-10\|14.73\|1.94\|14.46\|14.74\|14.27\|134712;2026-08-11\|14.40\|-2.24\|14.73\|14.73\|14.13\|134918;2026-08-12\|14.28\|-0.83\|14.43\|14.65\|14.23\|176910;2026-08-13\|14.18\|-0.70\|14.47\|14.83\|14.00\|155438;2026-08-14\|14.23\|0.35\|14.18\|14.34\|13.91\|114288;2026-08-17\|14.69\|3.23\|14.32\|14.78\|14.19\|145458;2026-08-18\|14.38\|-2.11\|14.90\|15.02\|14.35\|159730;2026-08-19\|13.14\|-8.62\|13.88\|14.13\|13.12\|187152;2026-08-20\|13.14\|0.00\|13.40\|13.45\|13.03\|142903;2026-08-21\|13.40\|1.98\|13.15\|13.59\|13.00\|102255;2026-08-24\|13.10\|-2.24\|13.55\|13.55\|12.83\|104564;2026-08-25\|14.41\|10.00\|12.93\|14.41\|12.73\|157800;2026-08-26\|14.64\|1.60\|14.41\|14.88\|13.83\|491106;2026-08-27\|15.39\|5.12\|14.57\|15.64\|14.50\|427172;2026-08-28\|15.90\|3.31\|15.39\|16.07\|15.25\|341087;2026-08-31\|16.01\|0.69\|15.58\|16.36\|15.50\|285503;2026-09-01\|16.30\|1.81\|15.96\|16.46\|15.94\|289299;2026-09-02\|16.40\|0.61\|16.39\|17.37\|16.11\|454886;2026-09-03\|16.77\|2.26\|16.50\|17.20\|16.33\|315670;2026-09-04\|16.25\|-3.10\|16.80\|16.87\|16.09\|248915;2026-09-07\|16.31\|0.37\|16.25\|16.46\|15.83\|186775;2026-09-08\|15.92\|-2.39\|16.35\|16.58\|15.76\|165210;2026-09-09\|16.43\|3.20\|15.81\|16.58\|15.81\|231332;2026-09-10\|16.21\|-1.34\|16.20\|16.45\|16.00\|134517;2026-09-11\|16.00\|-1.30\|16.10\|16.28\|15.75\|158915;2026-09-14\|15.77\|-1.44\|15.98\|16.24\|15.73\|142140;2026-09-15\|15.24\|-3.36\|15.59\|15.77\|14.67\|243453
113743	长鑫存储过会	存储芯片+电子雷管+低空经济行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月25日年报，公司拥有芯片超低功耗设计、抗干扰设计、抗振动冲击和大规模组网等核心技术，针对不同爆破应用场景开发出一系列专用电子控制模块产品。据2026年3月19日互动易，公司存储芯片相关产品EEPROM已实现量产，目前仅供内部产品方案使用，暂不直接对外销售。 2、据2026年4月25日年报，公司深耕民用爆破器材，电子雷管控制模块市占率连续三年高于20%，产品覆盖矿山、勘探、油气等场景。 3、据2026年4月25日年报，公司前瞻布局低空经济，打造“区域低空运营样板点”，切入国家新兴支柱产业。	公司是一家具备高性能、超低功耗芯片设计能力的企业，依托自研数模混合芯片开发电子控制模块，其子公司上海先积集成电路在精密放大器等芯片领域有技术突破，产品应用于汽车、扫地机器人等领域	2026-05-12\|46.82\|-2.44\|47.55\|47.88\|46.65\|48500;2026-05-13\|46.63\|-0.41\|47.01\|47.30\|45.60\|34136;2026-05-14\|48.88\|4.83\|46.75\|49.68\|46.20\|68389;2026-05-15\|47.94\|-1.92\|48.40\|49.33\|47.10\|46543;2026-05-18\|47.96\|0.04\|46.93\|48.68\|46.51\|31014;2026-05-19\|47.91\|-0.10\|47.50\|48.35\|46.00\|32055;2026-05-20\|52.70\|10.00\|47.55\|52.70\|47.03\|67539;2026-05-21\|50.96\|-3.30\|51.51\|53.98\|50.20\|67688;2026-05-22\|52.62\|3.26\|50.90\|53.90\|50.90\|68960;2026-05-25\|54.51\|3.59\|52.59\|55.00\|49.99\|76139;2026-05-26\|53.79\|-1.32\|52.74\|54.65\|51.68\|53434;2026-05-27\|51.12\|-4.96\|52.01\|53.48\|51.10\|51779;2026-05-28\|52.86\|3.40\|49.83\|53.65\|49.50\|50055;2026-05-29\|48.80\|-7.68\|52.27\|53.00\|48.30\|50077;2026-06-01\|46.36\|-5.00\|48.75\|49.50\|46.11\|38221;2026-06-02\|48.25\|4.08\|46.60\|48.80\|46.01\|38324;2026-06-03\|49.52\|2.63\|47.88\|51.33\|47.00\|50935;2026-06-04\|48.16\|-2.75\|48.97\|49.65\|47.84\|25687;2026-06-05\|47.19\|-2.01\|47.50\|48.81\|45.79\|28265;2026-06-08\|44.16\|-6.42\|44.80\|46.73\|43.15\|29999;2026-06-09\|45.46\|2.94\|46.00\|46.25\|44.30\|21711;2026-06-10\|50.01\|10.01\|45.30\|50.01\|44.89\|42986;2026-06-11\|50.90\|1.78\|50.25\|52.88\|49.84\|62760;2026-06-12\|49.85\|-2.06\|51.40\|52.40\|49.11\|37519;2026-06-15\|49.73\|-0.24\|49.29\|50.02\|48.02\|36483;2026-06-16\|48.99\|-1.49\|49.40\|50.00\|48.52\|32671;2026-06-17\|49.76\|1.57\|48.24\|51.20\|47.49\|38666;2026-06-18\|49.49\|-0.54\|49.98\|50.25\|48.90\|29874;2026-06-22\|48.90\|-1.19\|49.00\|49.70\|46.10\|41529;2026-06-23\|48.66\|-0.49\|48.75\|50.36\|47.87\|30743;2026-06-24\|49.03\|0.76\|48.24\|50.30\|46.88\|35956;2026-06-25\|47.31\|-3.51\|48.46\|49.47\|46.71\|32815;2026-06-26\|45.16\|-4.54\|47.01\|47.60\|44.60\|29415;2026-06-29\|47.93\|6.13\|44.96\|48.40\|43.31\|44083;2026-06-30\|49.16\|2.57\|47.79\|49.84\|46.70\|42838;2026-07-01\|50.40\|2.52\|48.99\|52.19\|48.51\|49400;2026-07-02\|49.66\|-1.47\|49.00\|52.74\|47.69\|52237;2026-07-03\|46.28\|-6.81\|49.38\|49.66\|46.21\|39175;2026-07-06\|50.91\|10.00\|47.38\|50.91\|44.12\|53299;2026-07-07\|49.20\|-3.36\|51.45\|51.45\|48.51\|55275;2026-07-08\|47.89\|-2.66\|48.96\|50.88\|45.30\|39252;2026-07-09\|49.00\|2.32\|47.99\|49.38\|46.00\|42570;2026-07-10\|45.50\|-6.95\|48.96\|49.49\|45.50\|39608;2026-07-13\|43.20\|-5.05\|44.88\|48.50\|42.24\|43494;2026-07-14\|41.74\|-3.38\|41.82\|42.81\|39.34\|45826;2026-07-15\|40.49\|-2.99\|40.67\|42.95\|39.93\|25371;2026-07-16\|38.74\|-4.32\|38.50\|41.44\|38.40\|24147;2026-07-17\|34.87\|-9.99\|38.72\|38.97\|34.87\|28997;2026-07-20\|33.16\|-4.90\|34.59\|35.78\|32.53\|38750;2026-07-21\|33.44\|0.84\|33.60\|33.97\|29.84\|34630;2026-07-22\|33.64\|0.60\|32.87\|34.95\|32.63\|28942;2026-07-23\|33.45\|-0.56\|33.64\|34.03\|32.33\|17600;2026-07-24\|33.73\|0.84\|33.05\|34.32\|32.62\|17484;2026-07-27\|33.95\|0.65\|33.76\|34.51\|32.88\|18934;2026-07-28\|33.13\|-2.42\|33.50\|34.68\|32.91\|17020;2026-07-29\|32.52\|-1.84\|32.75\|33.34\|31.78\|21000;2026-07-30\|30.42\|-6.46\|32.23\|32.47\|30.30\|22603;2026-07-31\|33.46\|9.99\|31.70\|33.46\|31.70\|28116;2026-08-03\|32.94\|-1.55\|33.67\|34.68\|32.17\|33642;2026-08-04\|34.29\|4.10\|33.40\|35.12\|33.03\|30926;2026-08-05\|35.78\|4.35\|34.30\|36.28\|34.06\|29752;2026-08-06\|37.09\|3.66\|35.30\|37.17\|35.08\|26493;2026-08-07\|37.46\|1.00\|36.88\|38.09\|36.70\|25819;2026-08-10\|37.39\|-0.19\|37.46\|37.99\|36.88\|17030;2026-08-11\|37.11\|-0.75\|37.30\|37.73\|36.68\|13964;2026-08-12\|38.56\|3.91\|37.26\|39.52\|37.12\|20379;2026-08-13\|38.14\|-1.09\|38.95\|40.00\|37.99\|16843;2026-08-14\|38.48\|0.89\|38.75\|39.50\|37.85\|10252;2026-08-17\|39.64\|3.01\|38.71\|39.77\|38.46\|11205;2026-08-18\|39.68\|0.10\|39.63\|40.60\|38.85\|12375;2026-08-19\|37.41\|-5.72\|39.59\|39.59\|37.12\|14814;2026-08-20\|38.77\|3.64\|38.50\|39.68\|37.42\|20240;2026-08-21\|39.21\|1.13\|38.47\|39.40\|38.10\|13350;2026-08-24\|37.31\|-4.85\|39.29\|39.94\|36.55\|15404;2026-08-25\|37.51\|0.54\|36.56\|37.69\|36.11\|13213;2026-08-26\|37.11\|-1.07\|37.58\|37.86\|36.66\|8521;2026-08-27\|38.03\|2.48\|37.00\|38.13\|37.00\|10809;2026-08-28\|37.80\|-0.60\|38.05\|38.76\|37.65\|11131;2026-08-31\|40.57\|7.33\|37.40\|40.98\|37.30\|28639;2026-09-01\|39.39\|-2.91\|40.48\|40.58\|39.00\|19216;2026-09-02\|43.33\|10.00\|39.00\|43.33\|38.58\|35563;2026-09-03\|43.70\|0.85\|45.00\|45.28\|43.03\|59518;2026-09-04\|43.40\|-0.69\|43.70\|45.29\|43.01\|32949;2026-09-07\|45.62\|5.12\|43.18\|46.39\|43.18\|36901;2026-09-08\|46.79\|2.56\|45.60\|47.50\|45.02\|37512;2026-09-09\|46.69\|-0.21\|46.76\|47.33\|45.86\|24921;2026-09-10\|45.36\|-2.85\|46.69\|46.69\|45.00\|16191;2026-09-11\|43.49\|-4.12\|44.91\|45.00\|42.77\|22272;2026-09-14\|43.38\|-0.25\|43.50\|44.18\|42.50\|14327;2026-09-15\|44.96\|3.64\|43.38\|46.18\|43.38\|23496

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