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
90394	年报及一季报密集披露	涨停揭秘：电力半导体龙头派瑞股份涨停，受“算电协同”首次写入政府工作报告及一季度净利润同比暴增2218.85%驱动；涨停缘由：“算电协同”纳入国家战略，数据中心、智算中心高压直流供电系统催生IGBT、晶闸管等功率器件增量需求；公司深耕电力半导体20余年，产品覆盖电网调压、新能源并网等核心场景；资金逻辑：政策催化+业绩超预期双重驱动，资金快速涌入电力设备细分龙头，4月1日、3月6日及4月27日三度涨停强化趋势，融资余额持续攀升；风险提示：业绩高增长源于低基数效应，后续增速或回落；行业竞争加剧致毛利率承压，新产品认证周期较长	公司主营业务为电力半导体器件和装置，一季度净利润1558.81万元，同比增长2218.85%	2026-03-12\|20.19\|-1.94\|20.18\|20.97\|19.86\|300588;2026-03-13\|19.38\|-4.01\|19.90\|21.18\|19.30\|330642;2026-03-16\|18.46\|-4.75\|19.53\|19.85\|17.74\|357084;2026-03-17\|18.44\|-0.11\|18.96\|19.79\|18.39\|313669;2026-03-18\|18.78\|1.84\|18.52\|19.08\|18.35\|232994;2026-03-19\|17.54\|-6.60\|18.21\|18.34\|17.39\|211683;2026-03-20\|16.95\|-3.36\|17.60\|18.05\|16.90\|218103;2026-03-23\|16.36\|-3.48\|16.60\|17.18\|16.19\|205730;2026-03-24\|16.89\|3.24\|16.69\|16.94\|15.90\|212454;2026-03-25\|16.88\|-0.06\|17.15\|17.68\|16.76\|193938;2026-03-26\|16.34\|-3.20\|16.88\|16.90\|16.08\|139992;2026-03-27\|16.57\|1.41\|16.00\|16.85\|15.95\|124054;2026-03-30\|16.46\|-0.66\|16.25\|16.51\|15.95\|93064;2026-03-31\|15.84\|-3.77\|16.46\|16.56\|15.82\|92760;2026-04-01\|17.52\|10.61\|16.51\|18.10\|16.20\|355251;2026-04-02\|17.61\|0.51\|17.56\|18.25\|17.34\|255653;2026-04-03\|17.10\|-2.90\|17.96\|17.97\|16.85\|169906;2026-04-07\|17.14\|0.23\|17.18\|17.59\|16.80\|132539;2026-04-08\|17.85\|4.14\|17.65\|17.88\|17.42\|183509;2026-04-09\|17.14\|-3.98\|17.48\|17.55\|17.08\|154035;2026-04-10\|16.86\|-1.63\|17.30\|17.52\|16.85\|147039;2026-04-13\|16.73\|-0.77\|16.67\|17.00\|16.62\|107668;2026-04-14\|17.11\|2.27\|16.89\|17.88\|16.81\|166363;2026-04-15\|16.83\|-1.64\|17.25\|17.44\|16.79\|148028;2026-04-16\|17.03\|1.19\|16.85\|17.15\|16.58\|103163;2026-04-17\|17.30\|1.59\|17.23\|17.49\|16.99\|137429;2026-04-20\|17.11\|-1.10\|17.09\|17.29\|16.79\|132207;2026-04-21\|17.07\|-0.23\|17.19\|17.20\|16.66\|105943;2026-04-22\|17.08\|0.06\|16.86\|17.30\|16.82\|105070;2026-04-23\|16.40\|-3.98\|17.08\|17.18\|16.10\|138126;2026-04-24\|17.28\|5.37\|16.23\|17.40\|16.23\|174356;2026-04-27\|19.49\|12.79\|18.72\|20.16\|18.50\|388595;2026-04-28\|19.16\|-1.69\|19.59\|19.85\|19.00\|251957;2026-04-29\|19.49\|1.72\|19.00\|19.64\|18.78\|229040;2026-04-30\|20.22\|3.75\|19.50\|20.51\|19.50\|273119;2026-05-06\|20.97\|3.71\|20.63\|21.33\|20.31\|316222;2026-05-07\|20.51\|-2.19\|20.77\|21.09\|20.49\|243825;2026-05-08\|20.61\|0.49\|20.30\|20.93\|20.16\|171515;2026-05-11\|20.70\|0.44\|20.61\|21.17\|20.36\|213500;2026-05-12\|20.73\|0.14\|20.58\|21.12\|20.40\|198769;2026-05-13\|21.38\|3.14\|20.47\|21.73\|20.19\|239336;2026-05-14\|21.98\|2.81\|21.23\|22.35\|21.04\|320698;2026-05-15\|23.78\|8.19\|21.77\|23.99\|21.15\|428027;2026-05-18\|23.22\|-2.35\|22.75\|23.60\|22.20\|333637;2026-05-19\|22.78\|-1.89\|22.76\|23.76\|22.05\|302837;2026-05-20\|21.38\|-6.15\|22.56\|23.54\|20.90\|430277;2026-05-21\|23.16\|8.33\|21.91\|24.38\|21.27\|540533;2026-05-22\|23.62\|1.99\|23.00\|23.97\|22.30\|354268;2026-05-25\|24.10\|2.03\|23.38\|25.37\|23.10\|393035;2026-05-26\|24.90\|3.32\|23.77\|25.36\|23.54\|396801;2026-05-27\|26.42\|6.10\|24.80\|26.58\|24.00\|449641;2026-05-28\|25.69\|-2.76\|25.90\|26.81\|25.17\|322881;2026-05-29\|22.11\|-13.94\|25.69\|25.70\|22.00\|397375;2026-06-01\|21.16\|-4.30\|22.10\|22.53\|21.00\|244199;2026-06-02\|21.87\|3.36\|21.50\|23.00\|21.50\|211253;2026-06-03\|21.45\|-1.92\|21.68\|22.45\|21.15\|184253;2026-06-04\|20.47\|-4.57\|21.15\|21.26\|20.30\|230577;2026-06-05\|20.92\|2.20\|20.36\|21.87\|19.96\|208556;2026-06-09\|17.83\|-14.77\|16.74\|18.21\|16.74\|579929;2026-06-10\|17.98\|0.84\|17.53\|18.83\|17.39\|322253;2026-06-11\|18.08\|0.56\|17.80\|19.00\|17.60\|260560;2026-06-12\|16.96\|-6.19\|18.07\|18.35\|16.86\|221713;2026-06-15\|18.13\|6.90\|17.25\|18.26\|17.05\|148758;2026-06-16\|18.65\|2.87\|18.30\|19.27\|17.96\|159197;2026-06-17\|19.41\|4.08\|18.40\|19.77\|18.39\|144504;2026-06-18\|19.73\|1.65\|19.51\|19.85\|19.01\|114018;2026-06-22\|20.53\|4.05\|19.50\|20.71\|19.50\|121890;2026-06-23\|21.16\|3.07\|20.56\|21.25\|19.79\|129135;2026-06-24\|22.40\|5.86\|20.89\|22.49\|20.88\|142200;2026-06-25\|21.78\|-2.77\|22.30\|22.80\|21.43\|136552;2026-06-26\|20.91\|-3.99\|21.51\|21.60\|20.44\|125918;2026-06-29\|18.71\|-10.52\|21.02\|21.39\|18.50\|184890;2026-06-30\|19.37\|3.53\|18.91\|19.37\|18.70\|105938;2026-07-01\|18.13\|-6.40\|19.37\|19.44\|18.01\|167811;2026-07-02\|18.08\|-0.28\|18.02\|18.76\|17.33\|97329;2026-07-03\|18.83\|4.15\|17.98\|19.18\|17.83\|91105;2026-07-06\|18.73\|-0.53\|18.65\|19.20\|18.04\|109360;2026-07-07\|18.30\|-2.30\|18.45\|19.24\|18.24\|97445;2026-07-08\|18.15\|-0.82\|18.28\|18.70\|17.71\|71837;2026-07-09\|17.92\|-1.27\|18.23\|18.37\|17.27\|93279;2026-07-10\|17.19\|-4.07\|17.90\|18.14\|17.11\|97409;2026-07-13\|15.75\|-8.38\|16.96\|17.31\|15.70\|109400;2026-07-14\|15.55\|-1.27\|16.05\|16.32\|15.08\|83598;2026-07-15\|15.93\|2.44\|15.68\|16.15\|15.53\|59282;2026-07-16\|15.00\|-5.84\|15.55\|15.76\|14.96\|90350;2026-07-17\|13.66\|-8.93\|14.79\|14.94\|13.64\|101956;2026-07-20\|13.19\|-3.44\|14.09\|14.17\|12.85\|95643;2026-07-21\|13.74\|4.17\|13.08\|13.88\|12.22\|97016
90393	年报及一季报密集披露	2025年报预增+储能+数据中心+熔断器龙头 1、据2026年1月21日公告，公司预计2025年净利润3.83–4.32亿元，同比增长104.89%–131.10%，主因产品结构优化、降本增效及销售策略升级。 2、据2025年8月28日半年报，公司低压电力熔断器国内市占率领先，产品已配套特斯拉、宁德时代、阳光电源、华为等新能源及数据中心头部客户。 3、据2025年9月29日机构调研，泰国工厂产能持续爬坡，2026年将新增5–6条产线，海外收入占比有望与国内持平；数据中心、储能等新兴市场订单加速落地。	国内电力熔断器行业领先企业之一，25年净利润同比增长116.69%，拟10转4.8股派4.5元	2026-03-12\|141.70\|-7.46\|153.38\|153.39\|140.01\|42708;2026-03-13\|137.95\|-2.65\|140.77\|141.99\|137.77\|23618;2026-03-16\|139.55\|1.16\|138.15\|139.88\|135.18\|19054;2026-03-17\|133.81\|-4.11\|139.00\|139.76\|133.80\|18527;2026-03-18\|141.04\|5.40\|134.64\|141.69\|133.43\|24789;2026-03-19\|143.39\|1.67\|139.04\|146.36\|138.60\|26394;2026-03-20\|142.53\|-0.60\|144.50\|149.13\|142.53\|27194;2026-03-23\|135.52\|-4.92\|141.00\|142.99\|134.02\|26417;2026-03-24\|139.48\|2.92\|137.87\|139.80\|134.38\|19861;2026-03-25\|141.14\|1.19\|139.89\|142.65\|138.91\|14724;2026-03-26\|139.42\|-1.22\|141.15\|143.70\|138.82\|14810;2026-03-27\|141.86\|1.75\|138.29\|142.69\|137.38\|14066;2026-03-30\|143.90\|1.44\|141.11\|145.33\|140.10\|18365;2026-03-31\|138.22\|-3.95\|142.65\|144.28\|137.00\|20081;2026-04-01\|139.81\|1.15\|140.48\|141.66\|138.26\|14368;2026-04-02\|133.08\|-4.81\|138.98\|139.93\|131.20\|22290;2026-04-03\|133.23\|0.11\|135.60\|135.60\|132.00\|13318;2026-04-07\|136.47\|2.43\|133.67\|137.68\|133.66\|12434;2026-04-08\|145.76\|6.81\|140.00\|146.86\|138.97\|26262;2026-04-09\|143.62\|-1.47\|144.80\|146.98\|143.09\|18434;2026-04-10\|146.70\|2.14\|144.77\|148.18\|143.28\|20245;2026-04-13\|146.14\|-0.38\|145.80\|148.88\|144.80\|18457;2026-04-14\|147.15\|0.69\|147.25\|148.50\|146.00\|17843;2026-04-15\|144.86\|-1.56\|148.00\|148.60\|144.51\|15985;2026-04-16\|149.06\|2.90\|145.06\|151.65\|144.50\|27186;2026-04-17\|146.95\|-1.42\|148.96\|148.99\|145.18\|21157;2026-04-20\|148.70\|1.19\|147.09\|149.94\|145.42\|17933;2026-04-21\|151.16\|1.65\|148.47\|155.80\|148.01\|26716;2026-04-22\|152.81\|1.09\|150.00\|154.00\|149.28\|19656;2026-04-23\|148.82\|-2.61\|153.00\|155.46\|144.88\|27504;2026-04-24\|142.82\|-4.03\|148.00\|149.42\|140.60\|28666;2026-04-27\|161.52\|13.09\|155.02\|171.38\|154.68\|87024;2026-04-28\|165.41\|2.41\|159.99\|169.67\|157.50\|73634;2026-04-29\|164.96\|-0.27\|164.58\|169.49\|163.01\|42380;2026-04-30\|160.40\|-2.76\|164.00\|165.44\|159.34\|37459;2026-05-06\|159.73\|-0.42\|161.23\|162.58\|156.81\|50884;2026-05-07\|160.10\|0.23\|159.48\|160.97\|154.50\|41926;2026-05-08\|154.82\|-3.30\|158.00\|159.00\|153.68\|37822;2026-05-11\|154.83\|0.01\|156.00\|156.78\|152.93\|28699;2026-05-12\|158.88\|2.62\|155.83\|159.27\|153.10\|48526;2026-05-13\|169.29\|6.55\|156.01\|169.76\|154.71\|67910;2026-05-14\|168.61\|-0.40\|168.00\|177.46\|165.50\|60780;2026-05-15\|175.48\|4.07\|170.10\|179.00\|166.72\|54519;2026-05-18\|171.02\|-2.54\|175.40\|176.50\|168.81\|38359;2026-05-19\|169.00\|-1.18\|170.08\|171.00\|163.80\|28442;2026-05-20\|171.48\|1.47\|169.68\|172.80\|168.01\|25026;2026-05-21\|164.72\|-3.94\|172.10\|176.43\|163.24\|42072;2026-05-22\|178.33\|8.26\|166.20\|179.80\|166.20\|43458;2026-05-25\|177.47\|-0.48\|181.84\|186.96\|174.55\|46913;2026-05-26\|170.03\|-4.19\|175.85\|178.00\|166.00\|42439;2026-05-27\|168.37\|-0.98\|169.43\|176.30\|165.38\|33718;2026-05-28\|180.99\|7.50\|172.02\|181.36\|170.46\|43543;2026-05-29\|174.68\|-3.49\|179.19\|186.65\|172.00\|43662;2026-06-01\|169.29\|-3.09\|173.27\|178.58\|164.05\|44855;2026-06-02\|165.90\|-2.00\|169.26\|171.00\|163.77\|28553;2026-06-03\|161.30\|-2.77\|166.01\|167.77\|158.44\|37389;2026-06-04\|113.95\|4.75\|108.63\|115.20\|107.27\|49178;2026-06-05\|114.93\|0.86\|112.47\|119.66\|109.30\|57167;2026-06-08\|109.40\|-4.81\|113.00\|115.25\|108.58\|44119;2026-06-09\|123.40\|12.80\|111.00\|126.68\|110.49\|86128;2026-06-10\|116.56\|-5.54\|122.00\|122.98\|114.51\|61597;2026-06-11\|112.50\|-3.48\|116.11\|118.10\|110.81\|48160;2026-06-12\|118.01\|4.90\|114.83\|122.00\|114.80\|57150;2026-06-15\|125.18\|6.08\|120.38\|125.47\|118.58\|62062;2026-06-16\|126.97\|1.43\|123.58\|128.50\|123.52\|46793;2026-06-17\|124.92\|-1.61\|127.30\|131.57\|122.02\|48534;2026-06-18\|129.79\|3.90\|124.85\|131.00\|121.78\|58878;2026-06-22\|123.80\|-4.62\|131.00\|132.00\|122.17\|59413;2026-06-23\|119.13\|-3.77\|123.26\|125.58\|118.50\|46527;2026-06-24\|115.88\|-2.73\|119.37\|120.66\|114.34\|51447;2026-06-25\|119.39\|3.03\|118.15\|121.30\|114.56\|53952;2026-06-26\|112.43\|-5.83\|118.38\|119.00\|111.40\|52846;2026-06-29\|114.69\|2.01\|112.61\|119.41\|110.25\|58382;2026-06-30\|119.45\|4.15\|114.01\|120.15\|113.35\|45605;2026-07-01\|114.10\|-4.48\|119.74\|120.82\|112.58\|54187;2026-07-02\|112.30\|-1.58\|112.71\|119.60\|111.07\|54026;2026-07-03\|110.88\|-1.26\|111.33\|114.77\|110.00\|35639;2026-07-06\|109.66\|-1.10\|112.49\|113.28\|107.54\|36821;2026-07-07\|107.94\|-1.57\|109.00\|111.28\|105.90\|31504;2026-07-08\|108.15\|0.19\|111.03\|114.07\|107.70\|43791;2026-07-09\|109.56\|1.30\|109.00\|110.50\|103.20\|43177;2026-07-10\|106.25\|-3.02\|109.61\|114.30\|106.16\|34772;2026-07-13\|99.63\|-6.23\|106.06\|106.79\|99.51\|39462;2026-07-14\|99.68\|0.05\|101.63\|101.83\|95.84\|39729;2026-07-15\|95.10\|-4.59\|100.00\|100.58\|94.54\|38415;2026-07-16\|81.60\|-14.20\|90.00\|91.24\|80.80\|100733;2026-07-17\|78.17\|-4.20\|83.05\|83.20\|78.12\|71862;2026-07-20\|74.69\|-4.45\|79.73\|80.09\|72.75\|56271;2026-07-21\|80.00\|7.11\|75.70\|80.38\|72.03\|52579
90392	年报及一季报密集披露	一季报暴增+AI算力芯片+车载AI芯片+机器人芯片 1、据2026年4月23日一季报，公司一季度营收5.59亿元、同比增长75.53%，归母净利润8507.64万元、同比增长481.14%，主因市场需求增加及市场拓展。 2、据2026年3月11日投资者关系活动记录表，公司2026年将推出多款AI ISP、边缘侧、AIoT及车载芯片新品，其中AI ISP芯片已在智能安监客户发布并预计放量，5T算力边缘芯片Q2量产，8-10T芯片Q3流片。 3、据2026年4月8日投资者关系活动记录表，公司工业视觉芯片已量产并供货工业机器人客户，并通过方案公司向头部人形机器人客户批量出货。 4、据2026年4月8日机构调研纪要，公司低功耗车规AI-ISP芯片研发推进，800万像素电子后视镜已导入德系高端品牌及新势力车企，车载业务持续放量。	国内最早从事安防视频监控多媒体处理芯片设计业务的企业之一，一季度净利润同比增长481.14%	2026-03-12\|41.69\|-1.70\|42.18\|42.52\|41.47\|28444;2026-03-13\|41.00\|-1.66\|41.35\|41.82\|40.91\|24051;2026-03-16\|43.95\|7.20\|40.90\|45.14\|40.81\|89309;2026-03-17\|42.83\|-2.55\|43.97\|44.06\|42.75\|50423;2026-03-18\|43.65\|1.91\|43.15\|43.98\|42.80\|40335;2026-03-19\|42.35\|-2.98\|42.95\|43.15\|42.12\|31326;2026-03-20\|41.51\|-1.98\|42.80\|42.98\|41.51\|34395;2026-03-23\|40.76\|-1.81\|40.51\|42.77\|40.05\|58466;2026-03-24\|40.64\|-0.29\|41.45\|41.68\|39.30\|44289;2026-03-25\|40.98\|0.84\|40.64\|41.72\|40.60\|33374;2026-03-26\|40.72\|-0.63\|40.79\|41.83\|40.34\|40909;2026-03-27\|40.66\|-0.15\|39.92\|41.15\|39.76\|34053;2026-03-30\|40.01\|-1.60\|40.00\|40.23\|39.05\|29467;2026-03-31\|39.50\|-1.27\|40.04\|40.84\|39.41\|31585;2026-04-01\|40.61\|2.81\|40.50\|40.73\|40.07\|30366;2026-04-02\|39.52\|-2.68\|40.37\|40.37\|39.15\|29075;2026-04-03\|40.67\|2.91\|40.52\|41.27\|40.19\|53316;2026-04-07\|41.24\|1.40\|41.00\|41.55\|40.85\|32820;2026-04-08\|42.85\|3.90\|42.00\|42.93\|41.98\|46901;2026-04-09\|43.00\|0.35\|42.45\|43.41\|42.30\|40870;2026-04-10\|43.83\|1.93\|43.48\|44.57\|43.20\|58421;2026-04-13\|44.64\|1.85\|43.42\|44.98\|43.24\|48920;2026-04-14\|44.38\|-0.58\|44.94\|44.97\|43.98\|44280;2026-04-15\|43.46\|-2.07\|44.26\|44.58\|43.39\|36548;2026-04-16\|44.16\|1.61\|43.53\|44.35\|43.32\|35080;2026-04-17\|44.69\|1.20\|43.92\|44.81\|43.83\|40239;2026-04-20\|44.54\|-0.34\|44.69\|45.07\|44.37\|30387;2026-04-21\|43.77\|-1.73\|44.25\|44.44\|43.66\|28983;2026-04-22\|45.86\|4.78\|43.55\|46.02\|43.55\|66720;2026-04-23\|46.73\|1.90\|45.90\|47.00\|45.60\|72777;2026-04-24\|56.08\|20.01\|55.90\|56.08\|54.21\|262980;2026-04-27\|63.88\|13.91\|60.21\|65.55\|59.00\|506426;2026-04-28\|60.73\|-4.93\|62.70\|66.65\|60.52\|352155;2026-04-29\|59.58\|-1.89\|60.45\|61.03\|58.36\|250065;2026-04-30\|59.05\|-0.89\|59.44\|60.52\|57.66\|301892;2026-05-06\|59.57\|0.88\|60.50\|61.38\|59.11\|317483;2026-05-07\|60.56\|1.66\|59.11\|61.85\|59.08\|257218;2026-05-08\|62.95\|3.95\|59.07\|63.55\|59.00\|273990;2026-05-11\|62.10\|-1.35\|61.82\|62.71\|60.50\|239512;2026-05-12\|60.63\|-2.37\|61.52\|62.05\|59.73\|168913;2026-05-13\|62.42\|2.95\|59.84\|62.68\|59.51\|174434;2026-05-14\|62.01\|-0.66\|62.50\|64.41\|61.98\|213864;2026-05-15\|63.12\|1.79\|61.81\|64.27\|60.88\|206444;2026-05-18\|63.30\|0.29\|63.09\|63.65\|61.50\|191443;2026-05-19\|63.47\|0.27\|62.36\|63.60\|60.70\|171039;2026-05-20\|65.40\|3.04\|62.60\|67.32\|62.19\|282408;2026-05-21\|60.72\|-7.16\|65.63\|66.39\|60.68\|249819;2026-05-22\|63.77\|5.02\|62.39\|64.50\|61.50\|209992;2026-05-25\|66.41\|4.14\|63.65\|66.41\|62.02\|207221;2026-05-26\|62.82\|-5.41\|65.00\|65.09\|61.34\|187650;2026-05-27\|62.37\|-0.72\|63.37\|65.80\|62.01\|194992;2026-05-28\|63.23\|1.38\|61.11\|63.58\|60.80\|154431;2026-05-29\|59.41\|-6.04\|63.17\|63.79\|58.88\|154251;2026-06-01\|59.22\|-0.32\|59.58\|61.22\|58.58\|108694;2026-06-02\|58.38\|-1.29\|59.51\|60.11\|57.10\|97886;2026-06-03\|59.66\|2.19\|58.36\|61.26\|58.00\|97929;2026-06-04\|59.38\|-0.47\|59.08\|60.49\|58.40\|87470;2026-06-05\|59.89\|0.86\|58.79\|61.36\|57.28\|110603;2026-06-08\|56.30\|-5.99\|57.00\|58.48\|55.69\|93403;2026-06-09\|58.15\|3.29\|57.20\|58.43\|55.93\|78367;2026-06-10\|58.04\|-0.19\|57.40\|60.20\|57.02\|81800;2026-06-11\|57.81\|-0.40\|57.62\|58.86\|56.71\|66216;2026-06-12\|58.35\|0.93\|59.67\|61.48\|58.03\|112711;2026-06-15\|62.58\|7.25\|59.00\|62.58\|58.17\|120981;2026-06-16\|65.59\|4.81\|62.45\|66.85\|62.01\|153334;2026-06-17\|68.42\|4.31\|64.90\|68.65\|64.55\|155528;2026-06-18\|68.61\|0.28\|68.21\|69.48\|67.40\|131441;2026-06-22\|68.62\|0.01\|69.16\|69.79\|66.45\|132956;2026-06-23\|69.14\|0.76\|67.71\|71.10\|66.88\|123111;2026-06-24\|73.26\|5.96\|69.14\|73.59\|68.17\|170053;2026-06-25\|80.10\|9.34\|74.58\|85.80\|74.00\|237028;2026-06-26\|76.67\|-4.28\|79.48\|81.39\|76.32\|187315;2026-06-29\|77.17\|0.65\|77.52\|80.50\|73.96\|179573;2026-06-30\|80.08\|3.77\|76.95\|80.15\|74.66\|186938;2026-07-01\|77.73\|-2.93\|78.83\|82.21\|76.97\|190785;2026-07-02\|74.15\|-4.61\|75.69\|77.66\|72.30\|164097;2026-07-03\|72.35\|-2.43\|74.13\|74.83\|71.51\|115883;2026-07-06\|71.70\|-0.90\|73.00\|73.37\|69.18\|108775;2026-07-07\|70.90\|-1.12\|71.18\|72.88\|69.35\|89572;2026-07-08\|70.81\|-0.13\|70.95\|72.50\|67.01\|115882;2026-07-09\|72.07\|1.78\|71.00\|72.17\|68.18\|123839;2026-07-10\|68.17\|-5.41\|72.11\|73.09\|68.10\|144535;2026-07-13\|64.65\|-5.16\|67.84\|69.12\|64.23\|113542;2026-07-14\|63.65\|-1.55\|64.95\|65.00\|59.50\|128921;2026-07-15\|59.96\|-5.80\|64.00\|64.60\|59.18\|107124;2026-07-16\|58.60\|-2.27\|58.77\|61.41\|58.00\|114238;2026-07-17\|51.41\|-12.27\|58.30\|58.60\|51.31\|136945;2026-07-20\|53.20\|3.48\|56.73\|56.90\|51.56\|186461;2026-07-21\|57.25\|7.61\|54.38\|57.44\|51.00\|188858
90391	年报及一季报密集披露	涨停揭秘：2025年净利润同比增长24.58%，连续两年盈利增长，B2B企业加速业务收入增18%、核心成本降16.3%，毛利率提升；与腾讯等深度合作，手游加速器已适配鸿蒙系统网络优化需求；涨停缘由：年报业绩超预期+鸿蒙生态加速落地+游戏出海带动网络加速刚性需求+筹码集中度提升（股东户数降至16449户）；资金逻辑：4月27日主力资金显著流入，MACD金叉叠加突破关键压力位，技术面与资金面共振；板块内同为业绩驱动的游戏加速及通讯服务个股联动走强；风险提示：主营业务收入同比微降3.53%，增长主要依赖联营企业项目退出收益，可持续性需观察；行业竞争加剧及用户付费意愿波动构成潜在风险	1、游戏加速领域绝对龙头，与腾讯等密切合作，手游加速器可支持鸿蒙系统下的网络优化需求；25年净利润同比增长24.58%； 2、公司控股股东为贵州大数据产业集团	2026-03-12\|30.10\|-0.36\|30.21\|31.08\|30.01\|34199;2026-03-13\|29.67\|-1.43\|30.27\|30.75\|29.60\|50396;2026-03-16\|30.26\|1.99\|29.94\|30.26\|29.36\|37388;2026-03-17\|29.97\|-0.96\|30.40\|30.96\|29.96\|30903;2026-03-18\|30.71\|2.47\|30.00\|30.73\|29.70\|29068;2026-03-19\|30.13\|-1.89\|30.71\|30.71\|29.97\|25071;2026-03-20\|28.82\|-4.35\|30.30\|30.63\|28.73\|44325;2026-03-23\|27.10\|-5.97\|28.31\|28.81\|26.79\|69252;2026-03-24\|28.00\|3.32\|27.56\|28.09\|27.20\|35855;2026-03-25\|28.54\|1.93\|28.19\|28.75\|28.11\|22931;2026-03-26\|28.00\|-1.89\|28.49\|28.65\|27.55\|19618;2026-03-27\|28.67\|2.39\|27.72\|28.77\|27.64\|18183;2026-03-30\|28.13\|-1.88\|28.28\|28.49\|27.58\|20958;2026-03-31\|27.94\|-0.68\|28.10\|28.63\|27.88\|20792;2026-04-01\|28.37\|1.54\|28.46\|28.66\|28.18\|21735;2026-04-02\|27.69\|-2.40\|28.04\|28.40\|27.50\|21814;2026-04-03\|27.21\|-1.73\|27.81\|27.98\|27.15\|19504;2026-04-07\|28.74\|5.62\|27.31\|28.95\|27.30\|38548;2026-04-08\|29.62\|3.06\|28.88\|30.26\|28.88\|43201;2026-04-09\|29.33\|-0.98\|29.29\|29.79\|29.01\|26154;2026-04-10\|29.54\|0.72\|29.33\|30.17\|29.33\|27857;2026-04-13\|29.38\|-0.54\|29.51\|29.85\|28.83\|32500;2026-04-14\|29.88\|1.70\|29.50\|30.05\|29.22\|29357;2026-04-15\|30.58\|2.34\|30.15\|31.75\|30.01\|58008;2026-04-16\|32.35\|5.79\|30.75\|32.77\|30.41\|76595;2026-04-17\|32.05\|-0.93\|32.22\|32.92\|31.93\|40749;2026-04-20\|32.18\|0.41\|31.86\|32.49\|31.60\|34897;2026-04-21\|32.53\|1.09\|32.15\|32.58\|31.85\|37974;2026-04-22\|32.18\|-1.08\|32.60\|32.60\|31.88\|30408;2026-04-23\|31.81\|-1.15\|32.00\|32.82\|31.71\|30984;2026-04-24\|31.36\|-1.41\|31.46\|31.75\|30.45\|54800;2026-04-27\|36.95\|17.83\|31.31\|37.63\|31.01\|224042;2026-04-28\|38.25\|3.52\|37.37\|40.50\|37.37\|211797;2026-04-29\|37.81\|-1.15\|38.24\|38.99\|37.64\|114194;2026-04-30\|37.29\|-1.38\|37.92\|37.92\|36.78\|86920;2026-05-06\|38.62\|3.57\|38.31\|39.88\|37.50\|108803;2026-05-07\|41.77\|8.16\|38.70\|42.20\|38.34\|119032;2026-05-08\|41.98\|0.50\|41.59\|42.89\|41.02\|85185;2026-05-11\|42.14\|0.38\|41.62\|42.60\|40.70\|78787;2026-05-12\|39.94\|-5.22\|42.90\|43.39\|39.23\|105980;2026-05-13\|39.52\|-1.05\|39.87\|40.58\|39.21\|73317;2026-05-14\|38.98\|-1.37\|39.88\|40.10\|38.56\|57497;2026-05-15\|39.19\|0.54\|39.00\|40.50\|38.60\|75129;2026-05-18\|39.11\|-0.20\|39.44\|39.86\|38.65\|44753;2026-05-19\|40.20\|2.79\|39.32\|40.96\|38.80\|76713;2026-05-20\|40.92\|1.79\|39.90\|41.36\|39.90\|68554;2026-05-21\|37.95\|-7.26\|41.22\|41.22\|37.74\|75709;2026-05-22\|38.14\|0.50\|38.60\|38.60\|37.60\|57606;2026-05-25\|36.18\|-5.14\|38.20\|38.38\|36.00\|96326;2026-05-26\|35.85\|-0.91\|36.18\|36.53\|34.44\|78171;2026-05-27\|35.45\|-1.12\|36.00\|37.57\|34.90\|57350;2026-05-28\|35.65\|0.56\|35.16\|36.11\|34.97\|42694;2026-05-29\|34.06\|-4.46\|35.71\|36.18\|33.85\|52263;2026-06-01\|35.44\|4.05\|34.03\|37.07\|33.91\|76163;2026-06-02\|33.94\|-4.23\|35.44\|35.76\|33.41\|58637;2026-06-03\|34.05\|0.32\|34.62\|34.69\|33.50\|38526;2026-06-04\|32.97\|-3.17\|33.88\|34.04\|32.65\|49826;2026-06-05\|33.45\|1.46\|32.99\|33.86\|32.99\|44094;2026-06-08\|32.09\|-4.07\|32.72\|33.29\|31.46\|47631;2026-06-09\|32.60\|1.59\|32.14\|32.96\|31.63\|29089;2026-06-10\|33.25\|1.99\|32.32\|33.49\|32.01\|49894;2026-06-11\|32.46\|-2.38\|32.84\|33.25\|32.10\|45085;2026-06-12\|32.80\|1.05\|33.00\|33.10\|32.30\|44075;2026-06-15\|33.22\|1.28\|32.84\|33.39\|32.61\|42222;2026-06-16\|34.36\|3.43\|33.10\|34.56\|32.83\|56805;2026-06-17\|33.75\|-1.78\|34.01\|34.98\|33.51\|60071;2026-06-18\|35.75\|5.93\|33.54\|36.54\|32.92\|85016;2026-06-22\|36.45\|1.96\|35.45\|37.45\|35.43\|78266;2026-06-23\|36.90\|1.23\|36.01\|37.53\|35.94\|66754;2026-06-24\|37.74\|2.28\|36.53\|37.92\|36.25\|73093;2026-06-25\|38.40\|1.75\|37.99\|38.88\|37.39\|77367;2026-06-26\|36.16\|-5.83\|38.01\|38.02\|35.80\|74315;2026-06-29\|38.30\|5.92\|36.27\|39.38\|35.97\|90200;2026-06-30\|37.18\|-2.92\|38.08\|38.49\|36.73\|70970;2026-07-01\|34.74\|-6.56\|37.37\|37.67\|32.98\|125145;2026-07-02\|34.00\|-2.13\|34.87\|35.10\|34.00\|60234;2026-07-03\|33.92\|-0.24\|33.90\|34.38\|33.35\|44868;2026-07-06\|34.97\|3.10\|33.95\|35.89\|33.95\|50228;2026-07-07\|34.28\|-1.97\|34.60\|35.70\|34.21\|40168;2026-07-08\|33.57\|-2.07\|34.13\|34.60\|33.00\|39033;2026-07-09\|34.55\|2.92\|33.84\|34.75\|33.00\|49944;2026-07-10\|34.70\|0.43\|34.30\|35.48\|34.28\|45972;2026-07-13\|32.98\|-4.96\|34.50\|34.88\|32.88\|47159;2026-07-14\|35.40\|7.34\|33.31\|35.49\|32.52\|63395;2026-07-15\|34.85\|-1.55\|35.25\|35.72\|34.55\|40425;2026-07-16\|34.37\|-1.38\|34.99\|35.00\|33.75\|26753;2026-07-17\|30.79\|-10.42\|34.39\|34.60\|30.30\|62160;2026-07-20\|28.75\|-6.63\|31.20\|31.30\|28.07\|55104;2026-07-21\|29.88\|3.93\|28.91\|30.15\|27.06\|52031
90390	年报及一季报密集披露	小核酸+GSK合作+首季盈利 1、据2025年年度报告及2026年3月19日公告，公司与GSK就两款小核酸管线达成全球独家授权，已收4000万美元首付款，开发、监管及商业化里程碑总额最高9.5亿美元并享全球净销售额分级特许权使用费。 2、据2026年第一季度报告，公司2026Q1营收2.97亿元、净利2.27亿元，同比扭亏，主因首付款确认及艾可宁®、远红外治疗贴销售增长。 3、据2025年年度报告，公司以小核酸创新药为核心，FB7013已获临床试验批准，FB7011处于IND支持研究，管线具备First-in-Class潜力。	公司一季报净利润为2.27亿，同比扭亏，因“公司在多个业务领域取得了显著进展。公司专注于生物制药的研发和生产，致力于小核酸类药物的开发和创新”	2026-03-12\|18.86\|-4.70\|19.65\|19.80\|18.62\|106330;2026-03-13\|19.00\|0.74\|18.83\|19.50\|18.67\|75921;2026-03-16\|19.38\|2.00\|18.84\|19.48\|18.66\|77903;2026-03-17\|19.47\|0.46\|19.19\|20.12\|19.12\|115597;2026-03-18\|19.91\|2.26\|19.38\|19.91\|19.06\|74674;2026-03-19\|19.05\|-4.32\|19.80\|20.08\|18.93\|102596;2026-03-20\|18.28\|-4.04\|19.15\|19.39\|18.27\|73306;2026-03-23\|17.69\|-3.23\|17.74\|18.44\|17.36\|101298;2026-03-24\|18.16\|2.66\|18.02\|18.23\|17.55\|71843;2026-03-25\|18.80\|3.52\|18.22\|19.42\|18.22\|97248;2026-03-26\|18.57\|-1.22\|19.12\|19.45\|18.43\|66711;2026-03-27\|19.91\|7.22\|18.13\|20.00\|18.13\|164111;2026-03-30\|19.85\|-0.30\|19.65\|20.48\|19.60\|137330;2026-03-31\|18.95\|-4.53\|19.78\|20.21\|18.80\|140730;2026-04-01\|21.00\|10.82\|19.28\|21.63\|18.93\|262514;2026-04-02\|20.96\|-0.19\|20.70\|21.53\|20.58\|233044;2026-04-03\|20.41\|-2.62\|20.64\|20.96\|19.75\|193354;2026-04-07\|20.05\|-1.76\|20.20\|20.69\|19.58\|106170;2026-04-08\|20.60\|2.74\|20.20\|20.78\|20.01\|147664;2026-04-09\|19.76\|-4.08\|20.50\|20.99\|19.66\|164236;2026-04-10\|19.78\|0.10\|19.82\|20.29\|19.49\|119505;2026-04-13\|19.70\|-0.40\|19.60\|19.92\|19.17\|86947;2026-04-14\|20.14\|2.23\|19.70\|20.25\|19.48\|112515;2026-04-15\|20.63\|2.43\|20.50\|20.86\|19.68\|174288;2026-04-16\|20.51\|-0.58\|20.28\|20.74\|20.03\|111417;2026-04-17\|19.65\|-4.19\|20.47\|20.47\|19.30\|149583;2026-04-20\|19.07\|-2.95\|19.42\|19.84\|18.98\|107440;2026-04-21\|18.79\|-1.47\|19.08\|19.09\|18.35\|83764;2026-04-22\|19.60\|4.31\|18.99\|19.81\|18.73\|127887;2026-04-23\|18.99\|-3.11\|19.42\|19.57\|18.59\|98329;2026-04-24\|18.95\|-0.21\|18.80\|19.38\|18.56\|85082;2026-04-27\|22.74\|20.00\|22.00\|22.74\|21.69\|708835;2026-04-28\|21.50\|-5.45\|22.80\|23.20\|21.46\|496281;2026-04-29\|21.10\|-1.86\|21.50\|22.06\|20.86\|319809;2026-04-30\|20.93\|-0.81\|21.06\|21.84\|20.67\|275039;2026-05-06\|22.23\|6.21\|21.14\|22.58\|20.90\|284756;2026-05-07\|22.60\|1.66\|22.10\|23.08\|22.00\|215713;2026-05-08\|22.51\|-0.40\|23.00\|23.43\|22.35\|160374;2026-05-11\|24.40\|8.40\|22.28\|24.45\|22.28\|315763;2026-05-12\|24.59\|0.78\|23.88\|25.51\|23.69\|330617;2026-05-13\|23.72\|-3.54\|24.38\|24.38\|23.30\|235298;2026-05-14\|22.78\|-3.96\|23.64\|24.10\|22.76\|176571;2026-05-15\|22.82\|0.18\|22.78\|23.56\|22.56\|183943;2026-05-18\|22.03\|-3.46\|22.50\|22.64\|21.72\|151645;2026-05-19\|22.27\|1.09\|22.02\|22.48\|21.82\|100620;2026-05-20\|22.37\|0.45\|22.05\|23.07\|21.98\|141423;2026-05-21\|22.00\|-1.65\|22.26\|23.20\|21.75\|169366;2026-05-22\|21.87\|-0.59\|22.44\|22.60\|21.14\|121014;2026-05-25\|21.23\|-2.93\|21.95\|22.00\|21.01\|99016;2026-05-26\|21.03\|-0.94\|21.10\|21.28\|20.50\|93201;2026-05-27\|21.39\|1.71\|20.90\|21.66\|20.72\|131948;2026-05-28\|20.79\|-2.81\|21.27\|21.38\|20.26\|109643;2026-05-29\|20.00\|-3.80\|20.79\|21.12\|19.90\|152714;2026-06-01\|19.52\|-2.40\|20.37\|20.60\|19.47\|117554;2026-06-02\|19.17\|-1.79\|19.41\|19.41\|18.36\|118150;2026-06-03\|19.32\|0.78\|19.10\|19.85\|18.81\|99252;2026-06-04\|19.01\|-1.60\|19.14\|19.21\|18.71\|76786;2026-06-05\|18.80\|-1.10\|19.30\|19.39\|18.60\|89749;2026-06-08\|18.16\|-3.40\|18.29\|18.78\|17.74\|101085;2026-06-09\|18.13\|-0.17\|18.32\|18.39\|17.73\|73559;2026-06-10\|17.94\|-1.05\|18.00\|18.27\|17.60\|70048;2026-06-11\|17.64\|-1.67\|17.75\|17.86\|17.32\|63585;2026-06-12\|18.36\|4.08\|17.88\|18.65\|17.58\|110192;2026-06-15\|17.86\|-2.72\|18.26\|18.75\|17.74\|119903;2026-06-16\|18.00\|0.78\|17.86\|18.08\|17.45\|87241;2026-06-17\|17.85\|-0.83\|17.88\|18.09\|17.76\|71513;2026-06-18\|18.65\|4.48\|17.79\|18.94\|17.63\|127562;2026-06-22\|18.22\|-2.31\|18.45\|18.60\|17.42\|143061;2026-06-23\|19.28\|5.82\|18.20\|19.67\|18.05\|183279;2026-06-24\|20.44\|6.02\|19.25\|20.51\|19.00\|246396;2026-06-25\|20.86\|2.05\|19.99\|21.17\|19.28\|248428;2026-06-26\|19.62\|-5.94\|20.65\|21.18\|19.52\|185889;2026-06-29\|22.00\|12.13\|19.50\|22.00\|19.01\|298511;2026-06-30\|22.40\|1.82\|21.42\|22.69\|21.42\|237851;2026-07-01\|26.59\|18.71\|22.33\|26.87\|21.60\|417055;2026-07-02\|27.33\|2.78\|26.57\|28.45\|26.06\|397463;2026-07-03\|27.73\|1.46\|27.50\|28.12\|26.55\|322713;2026-07-06\|27.62\|-0.40\|27.19\|29.76\|26.60\|379570;2026-07-07\|26.67\|-3.44\|26.80\|27.95\|25.05\|247695;2026-07-08\|25.10\|-5.89\|26.58\|27.44\|25.06\|271782;2026-07-09\|25.60\|1.99\|24.44\|26.48\|24.30\|217268;2026-07-10\|27.30\|6.64\|25.00\|28.98\|24.98\|323415;2026-07-13\|24.13\|-11.61\|26.12\|26.87\|23.92\|293301;2026-07-14\|25.28\|4.77\|24.23\|25.33\|23.32\|260779;2026-07-15\|25.28\|0.00\|25.03\|27.18\|24.80\|312713;2026-07-16\|25.20\|-0.32\|24.55\|26.46\|24.10\|252672;2026-07-17\|20.95\|-16.87\|24.89\|25.12\|20.87\|306093;2026-07-20\|20.70\|-1.19\|21.24\|21.88\|19.89\|285706;2026-07-21\|20.38\|-1.55\|20.59\|20.88\|18.23\|27558491
90389	年报及一季报密集披露	内窥镜+海外产能+养老金重仓 1、据公司2025年年报，公司2025年医用内窥镜器械收入1.58亿元，同比增长71%，并计划2026年继续推进泰国、美国二期产线建设，以规避关税并扩大对美出货。 2、据公司2025年年报，在光学产品领域，研发与市场化进程稳步推进：面向口腔应用的光学影像产品已完成样机试制，2026年将正式推出；基于AI的自动显微扫描系统已经成熟，正在进行试生产，2026年将正式推向市场。工业检测光学影像方案顺利推进，多款机器视觉镜头将于2026年陆续上市；聚焦光学在AI算力中的应用，开展算力光器件和光模块的相关产品研发。 3、据证券时报2026年4月27日报道，养老金最新出现在16只科创板股前十大流通股东名单中，合计持股量7229.87万股，期末持股市值合计39.47亿元。养老金最新重仓股名单中，持有比例最多的是海泰新光，持股量占流通股比例为4.20%。 4、据2025年4月25日年报，公司具备从核心部件到整机的垂直整合能力，与美国史赛克等深度合作，产品覆盖腹腔、泌尿、宫腔等多科室。	公司专业从事医用内窥镜器械和光学产品的研产销，出口产品占比超7成，其中高清荧光腹腔镜的出口金额占比排名国内第一；25年净利润同比增长26.15%	2026-03-12\|40.13\|-0.50\|40.40\|40.56\|39.60\|11482;2026-03-13\|39.60\|-1.32\|40.13\|40.30\|39.50\|9464;2026-03-16\|39.85\|0.63\|39.35\|40.19\|39.35\|12016;2026-03-17\|39.91\|0.15\|40.01\|40.85\|39.84\|12624;2026-03-18\|40.12\|0.53\|39.90\|40.29\|39.56\|9544;2026-03-19\|38.97\|-2.87\|39.78\|39.88\|38.69\|13419;2026-03-20\|38.78\|-0.49\|38.83\|39.46\|38.00\|9309;2026-03-23\|36.31\|-6.37\|38.23\|38.60\|36.01\|19481;2026-03-24\|37.45\|3.14\|36.80\|37.48\|36.36\|12366;2026-03-25\|38.05\|1.60\|37.49\|38.40\|37.45\|9928;2026-03-26\|37.51\|-1.42\|38.31\|38.52\|37.32\|8295;2026-03-27\|39.86\|6.26\|37.49\|40.86\|37.33\|27282;2026-03-30\|47.83\|20.00\|39.75\|47.83\|39.26\|75277;2026-03-31\|54.69\|14.34\|49.80\|57.40\|49.50\|149100;2026-04-01\|62.79\|14.81\|57.00\|64.60\|54.70\|146112;2026-04-02\|61.92\|-1.39\|59.20\|63.23\|57.50\|96819;2026-04-03\|69.86\|12.82\|63.74\|72.40\|62.35\|140234;2026-04-07\|65.85\|-5.74\|66.08\|71.00\|64.02\|112581;2026-04-08\|70.64\|7.27\|68.08\|73.69\|68.08\|104958;2026-04-09\|73.16\|3.57\|72.41\|74.90\|68.70\|107154;2026-04-10\|73.10\|-0.08\|74.48\|74.70\|70.81\|89063;2026-04-13\|71.50\|-2.19\|69.50\|72.28\|62.60\|125090;2026-04-14\|70.99\|-0.71\|72.31\|76.60\|70.00\|87821;2026-04-15\|69.60\|-1.96\|70.46\|71.50\|66.00\|92218;2026-04-16\|75.70\|8.76\|69.26\|76.20\|69.26\|93672;2026-04-17\|82.23\|8.63\|77.06\|85.48\|76.00\|112762;2026-04-20\|86.73\|5.47\|82.85\|89.71\|82.00\|97735;2026-04-21\|92.12\|6.21\|87.22\|94.00\|83.72\|98002;2026-04-22\|96.50\|4.75\|92.09\|97.16\|88.22\|83875;2026-04-23\|100.52\|4.17\|98.00\|106.99\|96.51\|103028;2026-04-24\|98.97\|-1.54\|96.66\|101.00\|96.47\|104197;2026-04-27\|118.76\|20.00\|101.11\|118.76\|101.11\|65086;2026-04-28\|122.66\|3.28\|122.20\|125.21\|118.76\|76496;2026-04-29\|111.00\|-9.51\|122.66\|123.00\|108.10\|73371;2026-04-30\|110.00\|-0.90\|110.05\|115.58\|108.70\|44661;2026-05-06\|112.89\|2.63\|111.44\|113.83\|107.00\|58653;2026-05-07\|119.67\|6.01\|114.03\|120.97\|110.00\|56909;2026-05-08\|122.50\|2.36\|118.00\|124.00\|115.13\|35784;2026-05-11\|138.90\|13.39\|126.00\|140.79\|126.00\|47919;2026-05-12\|142.50\|2.59\|142.10\|152.84\|133.30\|53925;2026-05-13\|138.30\|-2.95\|142.30\|147.94\|134.00\|49184;2026-05-14\|142.00\|2.68\|139.00\|149.90\|138.30\|52151;2026-05-15\|123.10\|-13.31\|132.00\|139.84\|121.00\|62356;2026-05-18\|123.36\|0.21\|121.29\|128.58\|121.00\|43161;2026-05-19\|127.67\|3.49\|121.73\|127.68\|119.08\|36858;2026-05-20\|126.10\|-1.23\|127.27\|130.00\|124.14\|26992;2026-05-21\|125.88\|-0.17\|126.85\|134.57\|125.50\|39323;2026-05-22\|136.99\|8.83\|128.00\|137.20\|125.00\|33531;2026-05-25\|135.75\|-0.91\|137.17\|138.36\|130.98\|27803;2026-05-26\|139.57\|2.81\|137.92\|145.00\|131.50\|52561;2026-05-27\|142.73\|2.26\|140.96\|145.00\|138.33\|35818;2026-05-28\|148.52\|4.06\|144.00\|152.79\|139.27\|44750;2026-05-29\|154.98\|4.35\|155.84\|171.00\|153.00\|64378;2026-06-01\|143.52\|-7.39\|153.92\|158.00\|142.50\|54660;2026-06-02\|148.78\|3.67\|142.53\|152.50\|139.00\|43109;2026-06-03\|146.40\|-1.60\|150.00\|157.98\|144.34\|47884;2026-06-04\|145.00\|-0.96\|143.63\|152.00\|143.01\|44977;2026-06-05\|132.58\|-8.57\|143.00\|143.00\|128.49\|58401;2026-06-08\|117.75\|-11.19\|121.80\|128.47\|112.00\|75813;2026-06-09\|124.72\|5.92\|123.65\|125.25\|116.00\|63943;2026-06-10\|116.83\|-5.88\|122.00\|122.88\|113.18\|52871;2026-06-11\|111.99\|-4.14\|116.17\|118.06\|111.00\|34544;2026-06-12\|110.11\|-1.68\|114.63\|117.77\|108.50\|48835;2026-06-15\|122.00\|10.80\|109.99\|122.00\|109.08\|68872;2026-06-16\|119.01\|-2.45\|122.01\|122.77\|117.56\|42385;2026-06-17\|118.15\|-0.72\|116.00\|119.37\|115.20\|41194;2026-06-18\|118.68\|0.45\|119.41\|120.78\|115.40\|51985;2026-06-22\|121.90\|2.71\|119.88\|131.12\|119.51\|87944;2026-06-23\|118.36\|-2.90\|123.06\|123.06\|114.50\|57192;2026-06-24\|112.76\|-4.73\|118.39\|119.98\|112.61\|57664;2026-06-25\|113.88\|0.99\|114.00\|115.97\|110.00\|45751;2026-06-26\|103.06\|-9.50\|111.54\|113.79\|102.90\|74379;2026-06-29\|95.65\|-7.19\|102.90\|105.67\|93.50\|89287;2026-06-30\|101.13\|5.73\|96.88\|101.60\|93.51\|65464;2026-07-01\|100.18\|-0.94\|102.90\|102.90\|98.00\|39898;2026-07-02\|99.03\|-1.15\|98.98\|105.00\|96.41\|59561;2026-07-03\|99.00\|-0.03\|102.44\|102.44\|97.76\|41138;2026-07-06\|91.95\|-7.12\|100.40\|101.00\|89.49\|64963;2026-07-07\|86.99\|-5.39\|92.00\|92.00\|86.13\|52294;2026-07-08\|85.61\|-1.59\|88.44\|89.08\|84.50\|31778;2026-07-09\|88.37\|3.22\|86.01\|89.60\|81.88\|45863;2026-07-10\|87.58\|-0.89\|89.38\|92.09\|87.58\|35991;2026-07-13\|83.06\|-5.16\|88.89\|89.80\|82.00\|47581;2026-07-14\|85.50\|2.94\|83.33\|85.88\|79.76\|47781;2026-07-15\|82.01\|-4.08\|86.80\|86.80\|81.10\|37337;2026-07-16\|82.65\|0.78\|83.80\|87.02\|82.01\|50598;2026-07-17\|71.49\|-13.50\|81.16\|81.99\|71.05\|52981;2026-07-20\|67.26\|-5.92\|73.18\|76.30\|65.27\|69961;2026-07-21\|72.49\|7.78\|67.00\|72.95\|60.21\|6320858
90388	年报及一季报密集披露	一季报增长+AMC概念+烟草背景 1、据2026年第一季度报告，公司2026Q1归母净利2526.73万元，同比增长8.38%。 2、据2025年年度报告及2023年6月16日互动易，公司2020年起开展特殊资产业务，涵盖金融机构不良债权等非持牌AMC业务，期末类金融生息资产规模44.45亿元。 3、据2026年第一季度报告及股东持股情况，浙江烟草投资管理有限责任公司与浙江香溢控股有限公司合计持股超50%，最终控制人为中国烟草总公司，具备央企背景。	公司实际控制人为中国烟草总公司浙江分公司，主营典当、担保等业务；一季度净利润同比增长8.38%	2026-03-12\|9.35\|0.54\|9.27\|9.44\|9.27\|75051;2026-03-13\|9.60\|2.67\|9.30\|9.74\|9.30\|140914;2026-03-16\|9.55\|-0.52\|9.55\|9.65\|9.43\|77813;2026-03-17\|9.46\|-0.94\|9.59\|9.69\|9.41\|78154;2026-03-18\|9.54\|0.85\|9.42\|9.55\|9.28\|66775;2026-03-19\|9.41\|-1.36\|9.41\|9.61\|9.38\|69431;2026-03-20\|9.00\|-4.36\|9.42\|9.49\|9.00\|92363;2026-03-23\|8.46\|-6.00\|8.84\|8.87\|8.40\|100225;2026-03-24\|8.88\|4.96\|8.65\|8.88\|8.47\|83209;2026-03-25\|8.93\|0.56\|8.89\|8.96\|8.83\|46651;2026-03-26\|8.73\|-2.24\|8.92\|8.97\|8.72\|46055;2026-03-27\|8.94\|2.41\|8.69\|8.96\|8.69\|43462;2026-03-30\|8.87\|-0.78\|8.85\|8.97\|8.71\|49881;2026-03-31\|8.77\|-1.13\|8.90\|8.98\|8.73\|37904;2026-04-01\|8.82\|0.57\|8.85\|8.92\|8.77\|33653;2026-04-02\|8.65\|-1.93\|8.78\|8.84\|8.59\|38260;2026-04-03\|8.49\|-1.85\|8.73\|8.79\|8.47\|40923;2026-04-07\|8.66\|2.00\|8.47\|8.68\|8.46\|35594;2026-04-08\|8.87\|2.42\|8.73\|8.88\|8.73\|43222;2026-04-09\|8.62\|-2.82\|8.81\|8.84\|8.60\|49152;2026-04-10\|8.75\|1.51\|8.63\|8.82\|8.62\|52276;2026-04-13\|8.80\|0.57\|8.70\|8.82\|8.69\|32844;2026-04-14\|8.84\|0.45\|8.84\|8.86\|8.74\|35763;2026-04-15\|8.74\|-1.13\|8.88\|8.89\|8.72\|28643;2026-04-16\|8.88\|1.60\|8.79\|8.90\|8.75\|45006;2026-04-17\|8.82\|-0.68\|8.90\|8.95\|8.80\|37112;2026-04-20\|8.84\|0.23\|8.83\|8.87\|8.75\|35430;2026-04-21\|8.73\|-1.24\|8.87\|8.88\|8.72\|33005;2026-04-22\|8.78\|0.57\|8.72\|8.78\|8.69\|34309;2026-04-23\|8.70\|-0.91\|8.75\|8.77\|8.65\|38185;2026-04-24\|8.67\|-0.34\|8.67\|8.72\|8.55\|33171;2026-04-27\|9.54\|10.03\|8.68\|9.54\|8.60\|237730;2026-04-28\|10.01\|4.93\|9.54\|10.46\|9.46\|444611;2026-04-29\|10.14\|1.30\|9.73\|10.29\|9.71\|321765;2026-04-30\|9.90\|-2.37\|10.10\|10.35\|9.90\|192282;2026-05-06\|10.18\|2.83\|9.90\|10.38\|9.72\|244028;2026-05-07\|10.28\|0.98\|10.29\|10.36\|10.08\|159934;2026-05-08\|10.45\|1.65\|10.25\|10.55\|10.12\|179417;2026-05-11\|10.54\|0.86\|10.44\|10.78\|10.44\|192506;2026-05-12\|10.34\|-1.90\|10.54\|10.60\|10.28\|111140;2026-05-13\|10.29\|-0.48\|10.40\|10.49\|10.22\|122466;2026-05-14\|10.03\|-2.53\|10.26\|10.35\|10.03\|118418;2026-05-15\|10.00\|-0.30\|10.04\|10.20\|9.90\|97051;2026-05-18\|10.01\|0.10\|9.90\|10.18\|9.89\|78830;2026-05-19\|9.94\|-0.70\|10.15\|10.37\|9.83\|118225;2026-05-20\|9.75\|-1.91\|9.85\|9.90\|9.69\|81258;2026-05-21\|9.25\|-5.13\|9.78\|9.99\|9.19\|139468;2026-05-22\|9.21\|-0.22\|9.26\|9.37\|8.90\|119553;2026-05-25\|9.06\|-1.63\|9.25\|9.34\|8.98\|64931;2026-05-26\|8.89\|-1.88\|9.05\|9.07\|8.73\|86211;2026-05-27\|8.56\|-3.71\|8.82\|8.93\|8.40\|112485;2026-05-28\|8.41\|-1.75\|8.53\|8.56\|8.30\|101448;2026-05-29\|8.32\|-1.07\|8.38\|8.51\|8.28\|80358;2026-06-01\|8.41\|1.08\|8.32\|8.41\|8.10\|86263;2026-06-02\|8.12\|-3.45\|8.41\|8.41\|8.07\|88475;2026-06-03\|8.00\|-1.48\|8.08\|8.11\|7.92\|80169;2026-06-04\|7.80\|-2.50\|7.98\|8.06\|7.73\|75977;2026-06-05\|7.89\|1.15\|7.81\|7.96\|7.72\|73515;2026-06-08\|7.84\|-0.63\|7.77\|8.20\|7.71\|86525;2026-06-09\|8.02\|2.30\|7.84\|8.07\|7.70\|84850;2026-06-10\|8.20\|2.24\|7.98\|8.24\|7.92\|97905;2026-06-11\|8.13\|-0.85\|8.14\|8.30\|7.90\|84457;2026-06-12\|8.32\|2.34\|8.20\|8.46\|8.08\|112038;2026-06-15\|8.87\|6.61\|8.33\|8.95\|8.30\|155770;2026-06-16\|8.67\|-2.25\|8.83\|8.84\|8.56\|78519;2026-06-17\|8.71\|0.46\|8.62\|9.02\|8.61\|74822;2026-06-18\|8.44\|-3.10\|8.70\|8.70\|8.42\|55581;2026-06-22\|8.51\|0.83\|8.43\|8.62\|8.10\|91848;2026-06-23\|8.43\|-0.94\|8.44\|8.65\|8.40\|75011;2026-06-24\|8.19\|-2.85\|8.38\|8.45\|8.10\|76422;2026-06-25\|8.06\|-1.59\|8.16\|8.24\|7.91\|68527;2026-06-26\|7.89\|-2.11\|7.98\|8.05\|7.81\|44571;2026-06-29\|7.81\|-1.01\|7.89\|7.94\|7.60\|69464;2026-06-30\|7.97\|2.05\|7.79\|7.97\|7.72\|54449;2026-07-01\|8.12\|1.88\|7.92\|8.20\|7.92\|61700;2026-07-02\|8.05\|-0.86\|8.09\|8.30\|8.02\|51853;2026-07-03\|8.18\|1.61\|8.03\|8.24\|8.03\|46878;2026-07-06\|8.14\|-0.49\|8.26\|8.32\|8.11\|36089;2026-07-07\|7.98\|-1.97\|8.18\|8.18\|7.92\|39661;2026-07-08\|8.06\|1.00\|7.95\|8.11\|7.91\|36677;2026-07-09\|7.97\|-1.12\|8.04\|8.09\|7.83\|37066;2026-07-10\|8.06\|1.13\|7.98\|8.19\|7.88\|36577;2026-07-13\|7.75\|-3.85\|8.06\|8.06\|7.74\|46464;2026-07-14\|7.93\|2.32\|7.77\|7.94\|7.65\|40994;2026-07-15\|8.12\|2.40\|7.93\|8.15\|7.90\|40197;2026-07-16\|8.10\|-0.25\|8.13\|8.18\|8.03\|34651;2026-07-17\|8.00\|-1.23\|8.16\|8.39\|7.93\|64077;2026-07-20\|7.89\|-1.38\|8.03\|8.14\|7.79\|55237;2026-07-21\|7.87\|-0.25\|7.89\|7.97\|7.77\|49693
90387	年报及一季报密集披露	一季报增长+快递物流+反内卷 1、据2026年4月26日华泰证券研报，公司2026年一季度归母净利4.87亿元同比增51.7%，主因行业“反内卷”推动单票价格回升，预计全年盈利继续修复。 2、据2026年4月25日公告，公司拟以5000万元-1亿元回购股份用于股权激励，控股股东罗颉思同步计划增持5000万元-1亿元，增持与回购均自公告起6个月内实施。 3、据2025年年度报告，公司已在杭州、芜湖、嘉兴等地开通无人机常态化航线，并同步推进无人车末端配送布局，以AI调度系统降低单票成本。	阿里系，国内领先的快递综合服务提供商，业务规模行业第二；一季度净利润同比增长超五成	2026-03-12\|6.95\|0.00\|6.92\|6.96\|6.90\|208974;2026-03-13\|7.00\|0.72\|6.94\|7.10\|6.92\|394355;2026-03-16\|6.97\|-0.43\|6.98\|7.02\|6.93\|222888;2026-03-17\|6.90\|-1.00\|6.98\|7.02\|6.89\|207553;2026-03-18\|6.87\|-0.43\|6.90\|6.93\|6.82\|192818;2026-03-19\|6.79\|-1.16\|6.82\|6.88\|6.77\|210978;2026-03-20\|6.72\|-1.03\|6.78\|6.85\|6.72\|230072;2026-03-23\|6.35\|-5.51\|6.65\|6.65\|6.32\|479631;2026-03-24\|6.44\|1.42\|6.43\|6.45\|6.35\|188973;2026-03-25\|6.64\|3.11\|6.46\|6.72\|6.44\|290770;2026-03-26\|6.69\|0.75\|6.64\|6.74\|6.61\|235811;2026-03-27\|6.78\|1.35\|6.64\|6.83\|6.63\|243394;2026-03-30\|6.77\|-0.15\|6.72\|6.80\|6.69\|170189;2026-03-31\|6.76\|-0.15\|6.76\|6.86\|6.74\|180235;2026-04-01\|6.79\|0.44\|6.83\|6.85\|6.75\|138491;2026-04-02\|6.75\|-0.59\|6.77\|6.78\|6.71\|159087;2026-04-03\|6.65\|-1.48\|6.72\|6.76\|6.64\|116768;2026-04-07\|6.64\|-0.15\|6.67\|6.67\|6.58\|105237;2026-04-08\|6.77\|1.96\|6.71\|6.78\|6.71\|186101;2026-04-09\|6.66\|-1.62\|6.77\|6.78\|6.66\|158347;2026-04-10\|6.72\|0.90\|6.70\|6.80\|6.68\|191001;2026-04-13\|6.62\|-1.49\|6.70\|6.71\|6.60\|169895;2026-04-14\|6.58\|-0.60\|6.64\|6.65\|6.52\|199302;2026-04-15\|6.90\|4.86\|7.01\|7.08\|6.78\|693078;2026-04-16\|6.96\|0.87\|6.90\|7.06\|6.85\|470997;2026-04-17\|6.82\|-2.01\|6.91\|6.94\|6.79\|321996;2026-04-20\|7.28\|6.74\|6.86\|7.29\|6.86\|1089372;2026-04-21\|7.21\|-0.96\|7.25\|7.36\|7.20\|501321;2026-04-22\|7.34\|1.80\|7.20\|7.36\|7.16\|458375;2026-04-23\|7.42\|1.09\|7.48\|7.62\|7.34\|607442;2026-04-24\|7.39\|-0.40\|7.40\|7.49\|7.35\|391974;2026-04-27\|8.13\|10.01\|8.00\|8.13\|7.90\|1261110;2026-04-28\|7.91\|-2.71\|8.21\|8.34\|7.87\|2059230;2026-04-29\|7.87\|-0.51\|7.89\|7.97\|7.81\|903117;2026-04-30\|7.86\|-0.13\|7.86\|7.90\|7.78\|620288;2026-05-06\|7.93\|0.89\|7.86\|7.95\|7.78\|613428;2026-05-07\|7.97\|0.50\|7.93\|8.13\|7.93\|518339;2026-05-08\|7.89\|-1.00\|7.94\|8.10\|7.89\|423534;2026-05-11\|7.91\|0.25\|7.88\|7.99\|7.81\|447202;2026-05-12\|7.80\|-1.39\|7.89\|7.92\|7.80\|332049;2026-05-13\|7.70\|-1.28\|7.78\|7.82\|7.66\|416988;2026-05-14\|7.57\|-1.69\|7.70\|7.77\|7.57\|330758;2026-05-15\|7.50\|-0.92\|7.57\|7.63\|7.43\|376903;2026-05-18\|7.46\|-0.53\|7.50\|7.51\|7.36\|364944;2026-05-19\|7.47\|0.13\|7.48\|7.56\|7.40\|288043;2026-05-20\|7.40\|-0.94\|7.44\|7.47\|7.31\|265201;2026-05-21\|7.22\|-2.43\|7.43\|7.48\|7.21\|330852;2026-05-22\|7.17\|-0.69\|7.25\|7.28\|7.15\|282290;2026-05-25\|7.07\|-1.39\|7.17\|7.18\|7.03\|329816;2026-05-26\|7.03\|-0.57\|7.03\|7.07\|6.95\|273878;2026-05-27\|6.92\|-1.56\|7.01\|7.09\|6.90\|286789;2026-05-28\|6.91\|-0.14\|6.93\|7.02\|6.86\|272785;2026-05-29\|6.90\|-0.14\|6.91\|7.02\|6.89\|336602;2026-06-01\|6.98\|1.16\|6.94\|6.99\|6.87\|377520;2026-06-02\|6.87\|-1.58\|6.96\|7.02\|6.86\|349651;2026-06-03\|6.76\|-1.60\|6.86\|6.87\|6.75\|300516;2026-06-04\|6.67\|-1.33\|6.74\|6.78\|6.62\|255922;2026-06-05\|6.74\|1.05\|6.67\|6.80\|6.66\|288101;2026-06-08\|6.56\|-2.67\|6.66\|6.71\|6.49\|321985;2026-06-09\|6.52\|-0.61\|6.56\|6.59\|6.47\|219662;2026-06-10\|6.57\|0.77\|6.50\|6.60\|6.48\|272643;2026-06-11\|6.52\|-0.76\|6.55\|6.58\|6.42\|212188;2026-06-12\|6.64\|1.84\|6.55\|6.68\|6.48\|337477;2026-06-15\|6.71\|1.05\|6.79\|6.83\|6.67\|347735;2026-06-16\|6.51\|-2.98\|6.71\|6.71\|6.50\|356672;2026-06-17\|6.41\|1.58\|6.32\|6.46\|6.25\|355229;2026-06-18\|6.29\|-1.87\|6.38\|6.39\|6.23\|261489;2026-06-22\|6.26\|-0.48\|6.26\|6.28\|6.07\|301443;2026-06-23\|6.31\|0.80\|6.24\|6.47\|6.22\|341861;2026-06-24\|6.30\|-0.16\|6.34\|6.43\|6.21\|239420;2026-06-25\|6.36\|0.95\|6.30\|6.47\|6.27\|285646;2026-06-26\|6.21\|-2.36\|6.32\|6.33\|6.20\|263263;2026-06-29\|6.28\|1.13\|6.18\|6.31\|6.05\|303566;2026-06-30\|6.36\|1.27\|6.24\|6.37\|6.18\|336953;2026-07-01\|6.88\|8.18\|6.99\|7.00\|6.59\|1027175;2026-07-02\|6.93\|0.73\|6.84\|7.02\|6.76\|787928;2026-07-03\|6.81\|-1.73\|6.90\|7.09\|6.75\|529860;2026-07-06\|6.94\|1.91\|6.83\|7.01\|6.77\|373553;2026-07-07\|6.88\|-0.86\|6.91\|7.00\|6.83\|297039;2026-07-08\|6.75\|-1.89\|6.87\|6.88\|6.69\|316820;2026-07-09\|6.66\|-1.33\|6.71\|6.75\|6.58\|280279;2026-07-10\|6.72\|0.90\|6.66\|6.79\|6.58\|337035;2026-07-13\|6.73\|0.15\|6.68\|6.76\|6.64\|313981;2026-07-14\|6.82\|1.34\|6.69\|6.83\|6.67\|321190;2026-07-15\|6.81\|-0.15\|6.79\|6.82\|6.47\|640957;2026-07-16\|6.79\|-0.29\|6.70\|6.85\|6.69\|383213;2026-07-17\|6.55\|-3.53\|6.75\|6.83\|6.51\|422530;2026-07-20\|6.63\|1.22\|6.58\|6.72\|6.55\|435111;2026-07-21\|6.68\|0.75\|6.62\|6.80\|6.62\|421392
90386	年报及一季报密集披露	零售+年报分红+免税店行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2026年4月11日年报，公司以“商业零售+仓储物流”为双轮驱动战略，核心门店东百中心、兰州中心为位于福州、兰州核心地段的自持优质商业资产。 2、据2026年5月19日互动易，公司旗下东百中心、兰州中心等均为离境退税商店，且2025年6月福州首单离境退税“即买即退”业务落地东百中心。 3、据2026年6月4日公告，公司2025年度利润分配方案已获股东大会通过，拟每股派发现金红利0.04元。	公司主营以百货零售为主业，同时经营商业地产开发和房产租赁；一季度净利润同比增长13.71%	2026-03-12\|12.48\|-1.73\|12.60\|12.72\|12.42\|182875;2026-03-13\|12.23\|-2.00\|12.40\|12.55\|12.18\|204576;2026-03-16\|12.14\|-0.74\|12.25\|12.40\|11.98\|239105;2026-03-17\|11.98\|-1.32\|12.18\|12.23\|11.88\|283781;2026-03-18\|11.33\|-5.43\|11.86\|11.90\|11.01\|764058;2026-03-19\|11.18\|-1.32\|11.16\|11.40\|11.08\|371819;2026-03-20\|10.97\|-1.88\|11.23\|11.35\|10.95\|259647;2026-03-23\|10.46\|-4.65\|10.76\|10.90\|10.39\|336479;2026-03-24\|10.83\|3.54\|10.67\|10.84\|10.49\|353786;2026-03-25\|11.17\|3.14\|10.90\|11.18\|10.84\|298349;2026-03-26\|10.92\|-2.24\|11.05\|11.25\|10.88\|287418;2026-03-27\|11.08\|1.47\|10.96\|11.09\|10.75\|209507;2026-03-30\|11.38\|2.71\|10.96\|11.46\|10.95\|363944;2026-03-31\|11.31\|-0.62\|11.30\|11.85\|11.25\|532016;2026-04-01\|11.13\|-1.59\|11.52\|11.56\|10.98\|324109;2026-04-02\|11.16\|0.27\|11.13\|11.29\|11.07\|258476;2026-04-03\|10.79\|-3.32\|11.16\|11.19\|10.77\|211225;2026-04-07\|11.04\|2.32\|10.79\|11.07\|10.76\|185444;2026-04-08\|11.41\|3.35\|11.14\|11.41\|11.10\|234713;2026-04-09\|11.16\|-2.19\|11.25\|11.35\|11.08\|167257;2026-04-10\|11.21\|0.45\|11.20\|11.33\|11.12\|172073;2026-04-13\|11.18\|-0.27\|11.53\|11.61\|11.06\|332774;2026-04-14\|11.29\|0.98\|11.19\|11.34\|11.05\|275670;2026-04-15\|11.47\|1.59\|11.29\|11.70\|11.23\|460274;2026-04-16\|11.57\|0.87\|11.34\|11.62\|11.20\|526200;2026-04-17\|11.91\|2.94\|11.51\|12.15\|11.33\|1042246;2026-04-20\|12.00\|0.76\|11.72\|12.15\|11.58\|885631;2026-04-21\|11.70\|-2.50\|11.83\|12.64\|11.55\|1121374;2026-04-22\|11.31\|-3.33\|11.58\|11.63\|11.12\|765539;2026-04-23\|11.04\|-2.39\|11.19\|11.38\|10.80\|600829;2026-04-24\|10.48\|-5.07\|11.00\|11.03\|10.43\|504929;2026-04-27\|11.53\|10.02\|10.60\|11.53\|10.45\|711156;2026-04-28\|11.40\|-1.13\|11.54\|11.89\|11.25\|859862;2026-04-29\|11.50\|0.88\|11.30\|11.82\|11.26\|665097;2026-04-30\|11.35\|-1.30\|11.50\|11.70\|11.23\|579809;2026-05-06\|11.18\|-1.50\|11.27\|11.35\|11.08\|478085;2026-05-07\|11.43\|2.24\|11.17\|11.74\|11.15\|543188;2026-05-08\|11.63\|1.75\|11.37\|11.75\|11.34\|561715;2026-05-11\|11.72\|0.77\|11.64\|11.77\|11.59\|415166;2026-05-12\|11.24\|-4.10\|11.80\|11.82\|11.18\|488827;2026-05-13\|11.43\|1.69\|11.16\|11.50\|10.98\|448574;2026-05-14\|10.72\|-6.21\|11.40\|11.53\|10.71\|816286;2026-05-15\|10.12\|-5.60\|10.75\|10.80\|10.00\|651145;2026-05-18\|10.15\|0.30\|10.07\|10.20\|9.91\|279647;2026-05-19\|9.87\|-2.76\|10.10\|10.18\|9.73\|377116;2026-05-20\|9.77\|-1.01\|9.78\|9.88\|9.64\|240921;2026-05-21\|9.47\|-3.07\|9.88\|9.96\|9.43\|298066;2026-05-22\|9.50\|0.32\|9.66\|9.66\|9.40\|266531;2026-05-25\|9.46\|-0.42\|9.39\|9.55\|9.28\|264263;2026-05-26\|9.59\|1.37\|9.35\|9.95\|9.35\|513628;2026-05-27\|10.07\|5.01\|9.41\|10.50\|9.16\|927334;2026-05-28\|9.16\|-9.04\|9.73\|9.78\|9.15\|718640;2026-05-29\|10.08\|10.04\|9.05\|10.08\|8.86\|831620;2026-06-01\|10.73\|6.45\|9.90\|11.05\|9.80\|1355858;2026-06-02\|10.72\|-0.09\|10.43\|11.10\|10.15\|1134471;2026-06-03\|10.42\|-2.80\|10.40\|10.72\|10.11\|850866;2026-06-04\|9.83\|-5.66\|10.37\|10.90\|9.71\|883209;2026-06-05\|10.35\|5.29\|9.84\|10.81\|9.80\|1172835;2026-06-08\|10.02\|-3.19\|10.15\|10.81\|10.01\|1037076;2026-06-09\|9.42\|-5.99\|9.72\|10.00\|9.25\|803090;2026-06-10\|8.97\|-4.78\|9.42\|9.52\|8.97\|592540;2026-06-11\|8.63\|-3.79\|8.80\|9.20\|8.53\|472959;2026-06-12\|8.79\|1.85\|8.60\|9.02\|8.47\|602744;2026-06-15\|8.86\|0.80\|8.60\|9.12\|8.60\|476526;2026-06-16\|8.99\|1.47\|8.75\|9.05\|8.60\|485810;2026-06-17\|8.57\|-4.67\|8.93\|8.98\|8.55\|441914;2026-06-18\|8.38\|-2.22\|8.57\|8.63\|8.37\|350796;2026-06-22\|8.43\|0.60\|8.48\|8.53\|8.26\|364772;2026-06-23\|8.35\|-0.95\|8.33\|8.64\|8.32\|363086;2026-06-24\|8.10\|-2.99\|8.34\|8.34\|7.90\|397494;2026-06-25\|8.07\|-0.37\|8.10\|8.29\|7.98\|324223;2026-06-26\|7.78\|-3.59\|8.11\|8.13\|7.78\|312253;2026-06-29\|7.88\|1.29\|7.78\|8.10\|7.59\|363976;2026-06-30\|7.84\|-0.51\|7.83\|7.96\|7.71\|233100;2026-07-01\|8.17\|4.21\|7.83\|8.23\|7.79\|403142;2026-07-02\|8.22\|0.61\|8.09\|8.50\|8.09\|375105;2026-07-03\|8.17\|-0.61\|8.27\|8.28\|7.98\|325711;2026-07-06\|8.03\|-1.71\|8.03\|8.25\|8.01\|191140;2026-07-07\|7.78\|-3.11\|7.98\|8.00\|7.77\|187815;2026-07-08\|7.85\|0.90\|7.78\|8.00\|7.72\|286955;2026-07-09\|7.81\|-0.51\|7.67\|7.90\|7.62\|265068;2026-07-10\|8.17\|4.61\|7.80\|8.28\|7.77\|427370;2026-07-13\|7.75\|-5.14\|8.10\|8.23\|7.73\|291527;2026-07-14\|8.01\|3.35\|8.00\|8.03\|7.66\|425822;2026-07-15\|8.41\|4.99\|7.94\|8.62\|7.85\|696863;2026-07-16\|8.37\|-0.48\|8.54\|8.76\|8.25\|650487;2026-07-17\|7.66\|-8.04\|8.32\|8.70\|7.55\|777405;2026-07-20\|7.66\|0.00\|7.50\|7.95\|7.46\|570365;2026-07-21\|7.70\|0.52\|7.60\|7.70\|7.16\|475653
90385	年报及一季报密集披露	一季报增长+LED驱动电源+储能 1、据2026年一季度报告，公司一季度营收6.30亿元、净利840.08万元，同比分别增长11.12%、200.93%。 2、据2025年年度报告，公司率先实现氮化镓LED驱动电源规模化量产，并推出覆盖植物照明、体育照明的大功率非隔离系列，巩固全球领先地位。 3、据2025年5月21日投资者关系活动记录表，公司已推出工商业及户用储能系统并取得CE、CB认证，新能源业务成为“双核驱动”战略重点。	LED驱动电源龙头，一季度实净利润为840.08万，同比增长200.93%，“主要系本期汇兑收益增加、收到的政府补助增加、理财收益同比增加，以及存货跌价准备计提减少及前期计提转回所致。”	2026-03-12\|16.13\|-1.95\|16.40\|16.70\|15.96\|77711;2026-03-13\|15.80\|-2.05\|16.13\|16.19\|15.75\|61834;2026-03-16\|15.80\|0.00\|15.78\|16.01\|15.45\|57612;2026-03-17\|14.96\|-5.32\|15.93\|15.98\|14.94\|74424;2026-03-18\|15.30\|2.27\|15.11\|15.30\|14.90\|52638;2026-03-19\|14.82\|-3.14\|15.16\|15.23\|14.73\|52631;2026-03-20\|14.51\|-2.09\|15.18\|15.30\|14.42\|67768;2026-03-23\|13.45\|-7.31\|14.13\|14.46\|13.33\|91652;2026-03-24\|14.12\|4.98\|13.84\|14.12\|13.56\|77944;2026-03-25\|14.05\|-0.50\|14.27\|14.58\|13.95\|68546;2026-03-26\|13.60\|-3.20\|13.99\|14.12\|13.50\|52148;2026-03-27\|13.72\|0.88\|13.38\|13.76\|13.38\|54168;2026-03-30\|13.81\|0.66\|13.53\|13.95\|13.42\|65672;2026-03-31\|13.68\|-0.94\|13.90\|14.59\|13.65\|92921;2026-04-01\|13.98\|2.19\|14.08\|14.15\|13.69\|70228;2026-04-02\|13.64\|-2.43\|13.99\|14.06\|13.47\|49062;2026-04-03\|13.24\|-2.93\|13.74\|13.77\|13.19\|49792;2026-04-07\|12.73\|-3.85\|13.12\|13.33\|12.46\|123681;2026-04-08\|13.50\|6.05\|12.99\|13.54\|12.99\|104550;2026-04-09\|13.26\|-1.78\|13.33\|13.50\|13.14\|70368;2026-04-10\|13.23\|-0.23\|13.36\|13.62\|13.14\|60925;2026-04-13\|13.14\|-0.68\|13.18\|13.34\|13.08\|48636;2026-04-14\|13.31\|1.29\|13.35\|13.40\|12.93\|72164;2026-04-15\|12.87\|-3.31\|13.37\|13.40\|12.83\|74302;2026-04-16\|13.06\|1.48\|12.91\|13.08\|12.76\|70185;2026-04-17\|13.03\|-0.23\|12.97\|13.15\|12.87\|66906;2026-04-20\|12.93\|-0.77\|13.02\|13.16\|12.85\|68477;2026-04-21\|12.91\|-0.15\|12.85\|13.09\|12.45\|95441;2026-04-22\|13.20\|2.25\|12.80\|13.25\|12.77\|100124;2026-04-23\|12.86\|-2.58\|13.13\|13.15\|12.77\|85272;2026-04-24\|13.11\|1.94\|12.88\|13.30\|12.84\|118726;2026-04-27\|15.73\|19.98\|14.10\|15.73\|13.91\|384103;2026-04-28\|15.93\|1.27\|15.70\|16.18\|15.28\|426034;2026-04-29\|15.56\|-2.32\|15.86\|15.92\|15.30\|237518;2026-04-30\|15.06\|-3.21\|15.50\|15.50\|14.86\|188174;2026-05-06\|15.24\|1.20\|15.11\|15.39\|15.02\|160698;2026-05-07\|15.32\|0.52\|15.09\|15.34\|15.06\|142530;2026-05-08\|15.60\|1.83\|15.18\|15.84\|15.17\|168620;2026-05-11\|16.16\|3.59\|15.63\|16.16\|15.31\|251997;2026-05-12\|15.66\|-3.09\|15.90\|16.48\|15.63\|197972;2026-05-13\|15.82\|1.02\|15.61\|15.87\|15.39\|143121;2026-05-14\|16.44\|3.92\|15.90\|16.59\|15.33\|307348;2026-05-15\|17.08\|3.89\|16.12\|17.08\|15.82\|279708;2026-05-18\|17.74\|3.86\|16.60\|19.73\|16.35\|404680;2026-05-19\|18.33\|3.33\|17.52\|18.88\|17.13\|304285;2026-05-20\|17.32\|-5.51\|17.90\|18.52\|16.98\|249048;2026-05-21\|16.50\|-4.73\|17.36\|17.43\|16.31\|196984;2026-05-22\|16.65\|0.91\|16.34\|17.10\|15.90\|191757;2026-05-25\|16.33\|-1.92\|16.85\|17.18\|16.18\|159203;2026-05-26\|16.06\|-1.65\|16.23\|16.70\|15.81\|117572;2026-05-27\|15.67\|-2.43\|16.09\|16.38\|15.41\|119899;2026-05-28\|15.71\|0.26\|15.54\|15.97\|15.40\|92471;2026-05-29\|14.63\|-6.87\|15.66\|15.80\|14.50\|125442;2026-06-01\|14.70\|0.48\|14.63\|15.19\|14.50\|88358;2026-06-02\|14.59\|-0.75\|14.81\|14.81\|14.12\|67762;2026-06-03\|14.42\|-1.17\|14.53\|14.85\|14.27\|79246;2026-06-04\|14.35\|-0.49\|14.28\|14.89\|14.27\|71935;2026-06-05\|14.80\|3.14\|14.30\|15.13\|13.78\|122231;2026-06-08\|14.40\|-2.70\|14.33\|14.66\|13.94\|107503;2026-06-09\|14.89\|3.40\|14.51\|15.18\|14.03\|139008;2026-06-10\|14.24\|-4.37\|14.60\|14.62\|13.85\|130446;2026-06-11\|13.80\|-3.09\|14.08\|14.60\|13.48\|98984;2026-06-12\|14.05\|1.81\|14.02\|14.34\|13.85\|89376;2026-06-15\|14.49\|3.13\|14.20\|14.75\|13.94\|84403;2026-06-16\|15.33\|5.80\|14.55\|15.46\|14.35\|148474;2026-06-17\|14.95\|-2.48\|15.14\|15.46\|14.84\|122704;2026-06-18\|14.34\|-4.08\|14.89\|14.94\|14.28\|118531;2026-06-22\|14.09\|-1.74\|14.35\|14.41\|13.46\|147087;2026-06-23\|14.14\|0.35\|14.05\|14.44\|13.88\|105042;2026-06-24\|13.48\|-4.67\|13.95\|14.16\|13.37\|105543;2026-06-25\|12.89\|-4.38\|13.34\|13.55\|12.71\|119877;2026-06-26\|12.59\|-2.33\|12.70\|13.28\|12.51\|92220;2026-06-29\|12.03\|-4.45\|12.51\|12.78\|11.89\|120958;2026-06-30\|12.18\|1.25\|12.02\|12.49\|11.74\|102152;2026-07-01\|12.14\|-0.33\|12.15\|12.33\|11.92\|92742;2026-07-02\|11.90\|-1.98\|12.06\|12.49\|11.83\|103268;2026-07-03\|12.07\|1.43\|12.00\|12.30\|11.88\|81520;2026-07-06\|11.86\|-1.74\|12.09\|12.37\|11.56\|81030;2026-07-07\|11.49\|-3.12\|11.70\|11.96\|11.40\|59128;2026-07-08\|11.23\|-2.26\|11.44\|11.53\|11.01\|55638;2026-07-09\|11.76\|4.72\|11.13\|11.89\|10.91\|89953;2026-07-10\|11.72\|-0.34\|11.72\|12.14\|11.54\|68221;2026-07-13\|10.85\|-7.42\|11.72\|11.72\|10.78\|72476;2026-07-14\|10.88\|0.28\|10.88\|10.92\|10.45\|60475;2026-07-15\|10.78\|-0.92\|11.01\|11.09\|10.60\|51932;2026-07-16\|10.66\|-1.11\|10.58\|10.98\|10.56\|54834;2026-07-17\|9.98\|-6.38\|10.62\|10.73\|9.87\|75918;2026-07-20\|9.58\|-4.01\|10.08\|10.41\|9.40\|97307;2026-07-21\|9.81\|2.40\|9.58\|9.85\|8.91\|100852
90384	年报及一季报密集披露	AI算力+大额采购+安保机器人行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2026年1月9日公告，公告称，为推进公司人工智能战略发展和业务转型，拟向多家供应商采购IT设备及零配件总金额不超过40亿元。公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，本次交易不涉及人员安置、土地租赁、债务重组等情况，交易完成后不会产生关联交易。 2、据2025年9月21日机构调研，公司“AI+云计算”业务已签3.59亿元智算服务订单，2025H1收入超3000万元，全年有望延续高增。 3、据2025年9月19日互动易，公司电磁巡防机器狗、无人机等安保机器人系列在公共安全展获公安及安保单位商机，正跟进订单。	公司宣布将投入不超过40亿元用于采购IT设备及零部件，并向全资子公司增资1.7亿元，以加速推进“AI+云计算”业务战略布局；25年净利同比扭亏	2026-03-12\|50.52\|-1.19\|50.60\|52.20\|50.45\|46768;2026-03-13\|51.66\|2.26\|50.73\|52.76\|50.26\|60541;2026-03-16\|54.50\|5.50\|52.49\|54.90\|51.88\|100090;2026-03-17\|53.70\|-1.47\|54.00\|56.35\|53.47\|85491;2026-03-18\|60.20\|12.10\|53.80\|60.96\|53.00\|141224;2026-03-19\|66.62\|10.66\|59.17\|69.84\|58.24\|188966;2026-03-20\|56.66\|-14.95\|66.64\|68.00\|56.41\|241220;2026-03-23\|52.44\|-7.45\|53.74\|56.00\|52.13\|139870;2026-03-24\|55.33\|5.51\|54.20\|56.50\|53.00\|120355;2026-03-25\|54.84\|-0.89\|55.27\|58.32\|54.61\|118330;2026-03-26\|51.40\|-6.27\|54.00\|54.80\|50.30\|113874;2026-03-27\|49.90\|-2.92\|50.40\|51.62\|49.10\|81652;2026-03-30\|49.01\|-1.78\|48.91\|49.64\|47.82\|59912;2026-03-31\|45.30\|-7.57\|49.02\|49.25\|45.25\|99054;2026-04-01\|47.24\|4.28\|47.67\|49.40\|47.07\|94357;2026-04-02\|46.17\|-2.27\|47.88\|47.92\|45.21\|49765;2026-04-03\|44.82\|-2.92\|46.65\|46.97\|44.34\|46240;2026-04-07\|43.99\|-1.85\|44.82\|45.47\|43.40\|50366;2026-04-08\|48.17\|9.50\|45.80\|48.28\|45.80\|81426;2026-04-09\|47.90\|-0.56\|47.91\|49.14\|47.15\|59061;2026-04-10\|47.61\|-0.61\|48.00\|50.10\|47.30\|64065;2026-04-13\|47.30\|-0.65\|47.61\|48.81\|46.65\|58796;2026-04-14\|50.43\|6.62\|48.31\|52.39\|48.31\|97277;2026-04-15\|57.75\|14.52\|51.01\|58.00\|50.35\|164994;2026-04-16\|61.31\|6.16\|57.42\|63.50\|56.01\|203134;2026-04-17\|58.92\|-3.90\|60.17\|61.95\|57.36\|148693;2026-04-20\|60.31\|2.36\|61.46\|61.85\|59.00\|106185;2026-04-21\|60.29\|-0.03\|59.05\|60.66\|57.96\|95094;2026-04-22\|63.45\|5.24\|59.82\|64.35\|59.68\|116113;2026-04-23\|63.10\|-0.55\|62.82\|64.18\|61.00\|74862;2026-04-24\|68.12\|7.96\|60.79\|68.86\|60.18\|168606;2026-04-27\|81.74\|19.99\|74.20\|81.74\|73.00\|153326;2026-04-28\|86.35\|5.64\|88.01\|90.00\|86.00\|197992;2026-04-29\|85.18\|-1.35\|87.00\|87.55\|83.99\|112182;2026-04-30\|85.20\|0.02\|85.68\|91.57\|85.20\|110474;2026-05-06\|88.04\|3.33\|89.00\|92.28\|87.19\|116456;2026-05-07\|93.65\|6.37\|89.00\|95.58\|85.34\|125873;2026-05-08\|92.45\|-1.28\|93.33\|96.60\|91.04\|105542;2026-05-11\|90.87\|-1.71\|90.79\|92.23\|87.30\|93015;2026-05-12\|87.26\|-3.97\|91.04\|91.09\|86.48\|81906;2026-05-13\|95.26\|9.17\|85.96\|98.47\|85.00\|104758;2026-05-14\|89.33\|-6.23\|96.14\|97.35\|89.33\|85095;2026-05-15\|85.70\|-4.06\|88.42\|89.27\|84.66\|81045;2026-05-18\|88.71\|3.51\|86.05\|90.21\|85.99\|75364;2026-05-19\|90.33\|1.83\|88.71\|92.66\|88.60\|65764;2026-05-20\|89.32\|-1.12\|90.00\|91.63\|88.46\|57780;2026-05-21\|83.27\|-6.77\|89.41\|90.89\|83.00\|66398;2026-05-22\|82.74\|-0.64\|83.98\|84.99\|81.50\|61770;2026-05-25\|84.01\|1.53\|83.50\|85.69\|79.50\|88126;2026-05-26\|80.78\|-3.84\|84.98\|84.98\|79.95\|66976;2026-05-27\|77.08\|-4.58\|81.00\|81.00\|75.98\|75739;2026-05-28\|78.00\|1.19\|76.81\|78.49\|75.68\|44203;2026-05-29\|79.99\|2.55\|80.00\|87.87\|79.32\|93583;2026-06-01\|76.08\|-4.89\|81.42\|82.50\|76.02\|69720;2026-06-02\|74.90\|-1.55\|76.88\|76.92\|72.57\|55110;2026-06-03\|74.76\|-0.19\|74.37\|77.26\|73.90\|50513;2026-06-04\|73.86\|-1.20\|74.00\|75.68\|72.58\|32595;2026-06-05\|71.82\|-2.76\|73.81\|73.82\|71.00\|42612;2026-06-08\|70.00\|-2.53\|70.01\|72.97\|68.68\|52103;2026-06-09\|74.66\|6.66\|71.17\|75.60\|70.00\|62408;2026-06-10\|71.39\|-4.38\|74.00\|74.19\|70.50\|45744;2026-06-11\|67.64\|-5.25\|71.00\|71.50\|67.10\|48189;2026-06-12\|67.11\|-0.78\|69.69\|71.00\|66.91\|46517;2026-06-15\|71.94\|7.20\|67.78\|72.98\|67.78\|59022;2026-06-16\|72.27\|0.46\|72.56\|73.73\|71.05\|44949;2026-06-17\|73.29\|1.41\|71.28\|77.00\|71.28\|67291;2026-06-18\|73.33\|0.05\|73.47\|75.22\|72.71\|58504;2026-06-22\|75.87\|3.46\|76.80\|77.50\|72.67\|72805;2026-06-23\|73.81\|-2.72\|77.10\|78.83\|73.08\|72690;2026-06-24\|81.24\|10.07\|73.08\|83.31\|70.77\|120047;2026-06-25\|86.69\|6.71\|82.20\|90.00\|78.69\|144142;2026-06-26\|77.27\|-10.87\|85.00\|86.36\|77.20\|103315;2026-06-29\|73.79\|-4.50\|76.00\|78.60\|69.47\|94496;2026-06-30\|83.93\|13.74\|74.52\|88.50\|74.52\|176185;2026-07-01\|84.58\|0.77\|86.20\|89.49\|84.00\|113185;2026-07-02\|79.57\|-5.92\|81.09\|83.02\|78.30\|88010;2026-07-03\|77.58\|-2.50\|81.00\|81.36\|76.66\|60650;2026-07-06\|77.22\|-0.46\|79.42\|81.18\|76.03\|69470;2026-07-07\|75.00\|-2.87\|78.00\|79.99\|72.93\|63866;2026-07-08\|73.03\|-2.63\|76.00\|76.65\|71.00\|54991;2026-07-09\|76.88\|5.27\|73.15\|77.36\|70.97\|62039;2026-07-10\|78.82\|2.52\|78.00\|85.90\|77.00\|94666;2026-07-13\|74.68\|-5.25\|77.03\|79.08\|73.80\|69886;2026-07-14\|73.95\|-0.98\|74.51\|76.01\|59.81\|65066;2026-07-15\|74.29\|0.46\|75.34\|76.80\|73.09\|58992;2026-07-16\|72.06\|-3.00\|73.12\|75.75\|70.03\|50169;2026-07-17\|61.28\|-14.96\|72.00\|72.00\|60.01\|82304;2026-07-20\|55.56\|-9.33\|63.68\|64.30\|53.10\|105691;2026-07-21\|57.80\|4.03\|60.00\|61.10\|48.12\|119049
90383	年报及一季报密集披露	业绩大增+辐射制冷+航天涂料+重庆国资 1、据2026年4月25日公告，公司2026年一季度营收9284.68万元，同比增长25.97%；归母净利润2484.12万元，同比增长373.16%，主要因减持北陆药业股票确认投资收益增加2348万元。 2、据2026年4月25日公告，2025年7月公司完成对重庆蔚蓝时代51%股权收购，切入辐射制冷材料赛道，相关产品已应用于粮仓物流、建筑节能、电力储能等行业，形成第二增长曲线。 3、据2024年半年报，公司重防腐涂料系列在军工相关工程中成功应用，为我国首次载人交会对接任务天宫一号目标飞行器、神舟九号飞船和长征二号F运载火箭研制提供配套，获得国家航天科工集团的荣誉授牌，为西昌卫星发射中心工程提供产品服务。据2025年12月30日互动易，公司曾于2012年为“天宫一号”等目标飞行器提供服务；但目前公司产品未直接供应航天器。 4、据公司披露，控股股东为重庆生命科技与新材料产业集团有限公司，最终控制人为重庆市国资委，具备重庆国资背景。	1、重庆国资委旗下，我国涂料行业龙头；一季报净利润同比上涨373.16%； 2、公司重防腐涂料打破外资垄断，曾为天宫一号、神舟九号、长征二号F火箭等军工航天工程提供配套，获国家航天科工集团授牌	2026-03-12\|8.17\|-2.74\|8.40\|8.45\|8.15\|130112;2026-03-13\|8.22\|0.61\|8.15\|8.44\|8.14\|137292;2026-03-16\|8.30\|0.97\|8.23\|8.50\|8.22\|141012;2026-03-17\|8.25\|-0.60\|8.31\|8.58\|8.22\|143037;2026-03-18\|8.15\|-1.21\|8.22\|8.28\|8.10\|117732;2026-03-19\|7.68\|-5.77\|8.09\|8.11\|7.63\|177158;2026-03-20\|7.34\|-4.43\|7.74\|7.77\|7.34\|130097;2026-03-23\|6.88\|-6.27\|7.24\|7.25\|6.80\|150834;2026-03-24\|7.27\|5.67\|7.03\|7.28\|6.83\|148609;2026-03-25\|7.30\|0.41\|7.27\|7.35\|7.22\|86758;2026-03-26\|7.20\|-1.37\|7.30\|7.41\|7.13\|83180;2026-03-27\|7.45\|3.47\|7.15\|7.47\|7.10\|103942;2026-03-30\|7.42\|-0.40\|7.63\|7.63\|7.31\|129856;2026-03-31\|7.37\|-0.67\|7.40\|7.54\|7.34\|87344;2026-04-01\|7.40\|0.41\|7.51\|7.52\|7.32\|64866;2026-04-02\|7.34\|-0.81\|7.38\|7.45\|7.21\|82605;2026-04-03\|6.97\|-5.04\|7.34\|7.36\|6.94\|103257;2026-04-07\|7.32\|5.02\|7.00\|7.35\|6.95\|120079;2026-04-08\|7.39\|0.96\|7.39\|7.41\|7.26\|91882;2026-04-09\|7.27\|-1.62\|7.37\|7.40\|7.24\|75898;2026-04-10\|7.30\|0.41\|7.31\|7.42\|7.27\|72769;2026-04-13\|7.23\|-0.96\|7.25\|7.28\|7.15\|66302;2026-04-14\|7.25\|0.28\|7.25\|7.27\|7.09\|72326;2026-04-15\|7.13\|-1.66\|7.25\|7.25\|7.11\|55455;2026-04-16\|7.27\|1.96\|7.13\|7.30\|7.08\|69894;2026-04-17\|7.25\|-0.28\|7.27\|7.33\|7.12\|63314;2026-04-20\|7.35\|1.38\|7.26\|7.36\|7.19\|65007;2026-04-21\|7.31\|-0.54\|7.35\|7.37\|7.21\|59548;2026-04-22\|7.25\|-0.82\|7.27\|7.31\|7.22\|42071;2026-04-23\|7.17\|-1.10\|7.26\|7.29\|7.14\|66157;2026-04-24\|7.29\|1.67\|7.14\|7.33\|7.11\|71085;2026-04-27\|8.02\|10.01\|7.68\|8.02\|7.60\|273532;2026-04-28\|8.02\|0.00\|8.14\|8.25\|7.84\|460956;2026-04-29\|8.04\|0.25\|7.95\|8.12\|7.86\|253798;2026-04-30\|7.87\|-2.11\|8.04\|8.07\|7.85\|175036;2026-05-06\|8.01\|1.78\|7.85\|8.03\|7.84\|161511;2026-05-07\|7.92\|-1.12\|8.01\|8.06\|7.89\|107430;2026-05-08\|8.14\|2.78\|7.90\|8.20\|7.89\|182439;2026-05-11\|8.27\|1.60\|8.20\|8.33\|8.10\|212093;2026-05-12\|8.02\|-3.02\|8.27\|8.27\|7.94\|157319;2026-05-13\|8.37\|4.36\|8.03\|8.78\|8.03\|365009;2026-05-14\|8.33\|-0.48\|8.43\|8.51\|8.19\|239953;2026-05-15\|8.25\|-0.96\|8.31\|8.45\|8.18\|162194;2026-05-18\|8.05\|-2.42\|8.19\|8.21\|7.97\|134657;2026-05-19\|8.06\|0.12\|8.04\|8.10\|7.96\|91031;2026-05-20\|7.93\|-1.61\|8.02\|8.06\|7.88\|83976;2026-05-21\|7.50\|-5.42\|7.95\|8.06\|7.48\|145909;2026-05-22\|7.71\|2.80\|7.54\|7.79\|7.52\|103909;2026-05-25\|7.50\|-2.72\|7.70\|7.78\|7.43\|103314;2026-05-26\|7.28\|-2.93\|7.60\|7.66\|7.19\|111607;2026-05-27\|6.99\|-3.98\|7.25\|7.28\|6.93\|100638;2026-05-28\|7.03\|0.57\|7.00\|7.04\|6.83\|108597;2026-05-29\|6.79\|-3.41\|7.03\|7.11\|6.76\|111558;2026-06-01\|7.03\|3.53\|6.80\|7.08\|6.73\|103541;2026-06-02\|6.79\|-3.41\|7.03\|7.03\|6.65\|150559;2026-06-03\|6.81\|0.29\|6.79\|6.84\|6.69\|90592;2026-06-04\|6.62\|-2.79\|6.77\|6.82\|6.57\|92204;2026-06-05\|6.66\|0.60\|6.62\|6.76\|6.52\|98726;2026-06-08\|6.39\|-4.05\|6.41\|6.59\|6.25\|113138;2026-06-09\|6.53\|2.19\|6.51\|6.57\|6.40\|73233;2026-06-10\|6.42\|-1.68\|6.46\|6.57\|6.31\|88496;2026-06-11\|6.44\|0.31\|6.39\|6.61\|6.29\|98914;2026-06-12\|6.49\|0.78\|6.50\|6.52\|6.32\|90162;2026-06-15\|6.39\|-1.54\|6.48\|6.60\|6.36\|95850;2026-06-16\|6.41\|0.31\|6.37\|6.45\|6.28\|72596;2026-06-17\|6.20\|-3.28\|6.39\|6.40\|6.15\|104167;2026-06-18\|6.16\|-0.65\|6.19\|6.22\|6.06\|84928;2026-06-22\|6.24\|1.30\|6.14\|6.25\|5.93\|111002;2026-06-23\|6.20\|-0.64\|6.18\|6.36\|6.16\|79131;2026-06-24\|6.03\|-2.74\|6.20\|6.29\|5.99\|78025;2026-06-25\|5.92\|-1.82\|6.02\|6.05\|5.85\|88483;2026-06-26\|5.77\|-2.53\|5.92\|5.92\|5.70\|86811;2026-06-29\|5.70\|-1.21\|5.72\|5.80\|5.53\|106767;2026-06-30\|5.68\|-0.35\|5.69\|5.74\|5.57\|83042;2026-07-01\|5.86\|3.17\|5.68\|5.94\|5.64\|113813;2026-07-02\|5.96\|1.71\|5.82\|6.08\|5.82\|111974;2026-07-03\|6.17\|3.52\|6.00\|6.23\|5.94\|127844;2026-07-06\|6.05\|-1.79\|6.17\|6.22\|6.02\|102546;2026-07-07\|5.81\|-3.97\|6.08\|6.09\|5.76\|93284;2026-07-08\|5.74\|-1.20\|5.82\|5.82\|5.61\|72597;2026-07-09\|5.73\|-0.17\|5.74\|5.81\|5.55\|81680;2026-07-10\|5.85\|2.09\|5.67\|5.97\|5.60\|110746;2026-07-13\|5.58\|-4.62\|5.81\|5.88\|5.57\|84430;2026-07-14\|5.75\|3.05\|5.55\|5.77\|5.50\|85569;2026-07-15\|5.79\|0.70\|5.72\|5.88\|5.70\|79941;2026-07-16\|5.79\|0.00\|5.71\|5.89\|5.66\|83600;2026-07-17\|5.54\|-4.32\|5.75\|5.87\|5.45\|106316;2026-07-20\|5.42\|-2.17\|5.54\|5.71\|5.33\|124390;2026-07-21\|5.30\|-2.21\|5.45\|5.45\|5.01\|195571
90382	年报及一季报密集披露	2025年报预增+黄金+危废资源化+新能源材料行业原因： 1、据上海证券报1月28日报道，现货黄金早盘首次突破5200美元/盎司，再创历史新高，年内累计涨幅超20%。 2、美元指数跌穿四年新低，特朗普对美元贬值表态引发市场担忧，避险资金涌入黄金。公司原因： 1、据2026年1月28日公告，公司预计2025年净利润2.6-3.3亿元，同比增长74.03%-106.95%，营收约148亿元，同比增长约18%，主因江西巴顿、广西飞南产线效率提升及金属价格上涨。 2、据2025年4月12日年报，公司危废经营资质121.06万吨/年，江西巴顿、广西飞南项目已投产，形成铜、镍、锌、金、银、钯等多金属深度资源化闭环。 3、据2025年11月5日互动易及投资者关系活动记录表，广西飞南拟投建新能源材料项目，以自产高冰镍生产硫酸镍、电积镍，延伸新能源电池原料产业链。	公司主要从事有色金属类危废处置及再生资源回收利用业务，一季度净利润4.05亿，同比增长7919.37%	2026-03-12\|24.64\|0.82\|24.95\|25.41\|24.02\|181546;2026-03-13\|23.45\|-4.83\|24.53\|25.20\|23.31\|176110;2026-03-16\|23.01\|-1.88\|23.61\|23.93\|22.22\|163283;2026-03-17\|21.88\|-4.91\|22.99\|23.13\|21.84\|113523;2026-03-18\|21.17\|-3.25\|21.89\|21.99\|20.97\|157034;2026-03-19\|19.69\|-6.99\|20.68\|20.72\|19.58\|212576;2026-03-20\|20.00\|1.57\|19.73\|20.75\|19.56\|188958;2026-03-23\|18.59\|-7.05\|19.26\|19.84\|18.41\|149923;2026-03-24\|19.29\|3.77\|19.00\|19.31\|18.65\|108707;2026-03-25\|19.68\|2.02\|20.10\|20.29\|19.48\|138893;2026-03-26\|18.87\|-4.12\|19.50\|19.67\|18.66\|128334;2026-03-27\|19.56\|3.66\|18.41\|19.88\|18.40\|118704;2026-03-30\|19.75\|0.97\|19.56\|19.78\|19.07\|91045;2026-03-31\|19.26\|-2.48\|19.67\|20.00\|19.18\|89928;2026-04-01\|19.84\|3.01\|19.88\|20.06\|19.50\|85433;2026-04-02\|19.85\|0.05\|19.70\|20.23\|19.46\|91858;2026-04-03\|19.86\|0.05\|20.17\|20.52\|19.66\|119478;2026-04-07\|21.49\|8.21\|19.95\|21.98\|19.84\|227076;2026-04-08\|24.60\|14.47\|22.84\|24.85\|22.00\|359904;2026-04-09\|24.60\|0.00\|24.27\|24.80\|23.73\|197367;2026-04-10\|24.72\|0.49\|25.49\|27.49\|24.67\|275564;2026-04-13\|22.70\|-8.17\|24.48\|24.58\|22.40\|312155;2026-04-14\|23.69\|4.36\|22.86\|24.43\|22.50\|220023;2026-04-15\|23.64\|-0.21\|23.60\|24.24\|23.60\|118260;2026-04-16\|24.34\|2.96\|23.64\|24.65\|23.41\|147561;2026-04-17\|24.04\|-1.23\|24.10\|24.66\|23.94\|109590;2026-04-20\|24.70\|2.75\|24.00\|25.22\|23.94\|133648;2026-04-21\|24.79\|0.36\|24.80\|24.98\|24.24\|105446;2026-04-22\|24.89\|0.40\|24.90\|25.43\|24.70\|138753;2026-04-23\|25.30\|1.65\|24.93\|25.52\|24.41\|166534;2026-04-24\|25.27\|-0.12\|25.07\|25.83\|25.01\|183520;2026-04-27\|30.32\|19.98\|30.32\|30.32\|29.51\|406722;2026-04-28\|29.94\|-1.25\|31.51\|33.16\|29.91\|644130;2026-04-29\|29.55\|-1.30\|30.16\|30.23\|29.00\|356755;2026-04-30\|29.14\|-1.39\|29.50\|30.27\|28.90\|314246;2026-05-06\|30.59\|4.98\|28.72\|31.00\|28.72\|369695;2026-05-07\|31.14\|1.80\|30.80\|31.67\|30.32\|279072;2026-05-08\|30.80\|-1.09\|30.43\|31.27\|30.30\|209032;2026-05-11\|31.31\|1.66\|30.80\|31.46\|30.57\|202231;2026-05-12\|30.14\|-3.74\|31.33\|31.60\|29.80\|199856;2026-05-13\|31.62\|4.91\|30.25\|32.60\|30.25\|280404;2026-05-14\|30.02\|-5.06\|31.30\|31.38\|30.02\|178389;2026-05-15\|29.04\|-3.26\|29.77\|29.90\|28.69\|190413;2026-05-18\|28.05\|-3.41\|28.91\|28.94\|27.75\|136384;2026-05-19\|27.39\|-2.35\|27.80\|28.06\|26.50\|141570;2026-05-20\|27.69\|1.10\|26.95\|28.38\|26.74\|136001;2026-05-21\|26.36\|-4.80\|27.55\|28.15\|26.33\|109427;2026-05-22\|27.09\|2.77\|26.44\|27.45\|26.44\|92843;2026-05-25\|26.38\|-2.62\|27.40\|27.40\|26.15\|92579;2026-05-26\|26.70\|1.21\|26.31\|26.90\|25.81\|113882;2026-05-27\|25.81\|-3.33\|26.55\|26.75\|25.68\|98880;2026-05-28\|25.88\|0.27\|25.56\|26.07\|25.34\|74294;2026-05-29\|25.19\|-2.67\|26.17\|26.26\|25.12\|80015;2026-06-01\|25.40\|0.83\|25.22\|25.88\|25.11\|86479;2026-06-02\|26.96\|6.14\|25.44\|27.42\|25.08\|194349;2026-06-03\|26.71\|-0.93\|26.92\|27.98\|26.41\|204616;2026-06-04\|26.08\|-2.36\|26.41\|26.50\|25.56\|105500;2026-06-05\|25.68\|-1.53\|25.91\|26.28\|25.54\|93561;2026-06-08\|23.83\|-7.20\|24.76\|25.05\|23.49\|118236;2026-06-09\|24.32\|2.06\|24.10\|24.34\|23.54\|100477;2026-06-10\|24.57\|1.03\|23.85\|24.78\|23.67\|94521;2026-06-11\|24.47\|-0.41\|24.48\|24.94\|24.25\|75950;2026-06-12\|28.20\|15.24\|24.89\|29.36\|24.89\|326916;2026-06-15\|28.34\|0.50\|28.27\|28.70\|27.37\|322465;2026-06-16\|28.31\|-0.11\|28.00\|28.74\|27.31\|208679;2026-06-17\|27.69\|-2.19\|28.29\|28.45\|27.51\|137481;2026-06-18\|27.73\|0.14\|27.69\|28.49\|27.20\|158192;2026-06-22\|29.98\|8.11\|28.28\|29.98\|27.88\|312026;2026-06-23\|27.54\|-8.14\|29.42\|29.88\|27.35\|228728;2026-06-24\|27.71\|0.62\|27.38\|27.90\|26.74\|149762;2026-06-25\|27.50\|-0.76\|27.23\|28.54\|26.90\|135641;2026-06-26\|26.51\|-3.60\|27.47\|28.08\|26.50\|153576;2026-06-29\|25.92\|-2.23\|26.71\|27.52\|25.55\|137979;2026-06-30\|26.05\|0.50\|25.65\|26.35\|25.21\|98916;2026-07-01\|28.91\|10.98\|26.17\|29.39\|26.00\|258520;2026-07-02\|29.26\|1.21\|28.48\|29.98\|27.93\|262406;2026-07-03\|28.96\|-1.03\|29.78\|29.78\|27.71\|225390;2026-07-06\|28.38\|-2.00\|28.77\|30.44\|28.32\|201379;2026-07-07\|27.86\|-1.83\|28.80\|28.83\|27.66\|134637;2026-07-08\|26.78\|-3.88\|27.80\|28.36\|26.59\|131833;2026-07-09\|25.84\|-3.51\|26.54\|27.57\|24.77\|167609;2026-07-10\|26.29\|1.94\|25.72\|27.06\|25.66\|121392;2026-07-13\|23.99\|-8.75\|25.80\|25.89\|23.91\|120353;2026-07-14\|25.24\|5.21\|23.98\|25.26\|23.48\|101544;2026-07-15\|23.16\|-8.24\|25.34\|25.34\|23.03\|120679;2026-07-16\|22.20\|-4.15\|22.90\|23.05\|21.95\|94413;2026-07-17\|20.43\|-7.97\|22.03\|22.13\|20.43\|101530;2026-07-20\|19.64\|-3.87\|20.71\|20.97\|19.00\|112084;2026-07-21\|20.83\|6.06\|19.77\|20.90\|18.62\|129099
90381	年报及一季报密集披露	氢能碳纸+土地补偿+一季报增长+央企 1、据2026年4月29日投资者关系活动记录表，氢燃料电池用碳纸原纸已中试成功并获测试订单，性能满足下游客户要求，正推进多批次验证。 2、据2026年4月24日一季报，因珠海收回土地确认补偿收益，公司一季度归母净利润1.80亿元，同比增长27725.76%，资产处置收益5.48亿元。 3、据公司2025年年报，公司主营业务有特种纸（热敏纸、热升华转印纸、高档涂布白卡纸等）及特种材料（不干胶标签、医疗胶片涂料、数码印刷膜、造纸化工品等）的研发、生产制造和销售业务。 4、公司最终控制人为国务院国资委。	公司在新材料领域的布局已取得实质性进展，在氢能材料方面，燃料电池碳纸原纸湿法抄造中试机已试运行，并成功获得首批测试订单，实现了关键技术突破；一季度净利润同比增长27725.76%	2026-03-12\|3.76\|-2.34\|3.81\|3.87\|3.73\|1613947;2026-03-13\|3.69\|-1.86\|3.80\|3.81\|3.67\|727497;2026-03-16\|3.72\|0.81\|3.68\|3.74\|3.61\|677828;2026-03-17\|3.66\|-1.61\|3.72\|3.75\|3.65\|467297;2026-03-18\|3.71\|1.37\|3.67\|3.72\|3.63\|404612;2026-03-19\|3.69\|-0.54\|3.65\|3.78\|3.62\|568887;2026-03-20\|3.49\|-5.42\|3.68\|3.69\|3.47\|661767;2026-03-23\|3.22\|-7.74\|3.41\|3.46\|3.18\|645651;2026-03-24\|3.36\|4.35\|3.30\|3.37\|3.22\|429473;2026-03-25\|3.70\|10.12\|3.36\|3.70\|3.35\|831936;2026-03-26\|3.77\|1.89\|3.82\|3.95\|3.74\|1176209;2026-03-27\|3.68\|-2.39\|3.76\|3.79\|3.64\|564892;2026-03-30\|3.72\|1.09\|3.70\|3.74\|3.57\|536064;2026-03-31\|3.72\|0.00\|3.73\|3.81\|3.69\|522770;2026-04-01\|3.68\|-1.08\|3.79\|3.85\|3.65\|467893;2026-04-02\|3.57\|-2.99\|3.65\|3.67\|3.53\|362768;2026-04-03\|3.53\|-1.12\|3.57\|3.62\|3.47\|351392;2026-04-07\|3.60\|1.98\|3.52\|3.62\|3.48\|302776;2026-04-08\|3.71\|3.06\|3.65\|3.73\|3.64\|425706;2026-04-09\|3.63\|-2.16\|3.68\|3.71\|3.57\|337743;2026-04-10\|3.67\|1.10\|3.65\|3.71\|3.63\|365749;2026-04-13\|3.60\|-1.91\|3.64\|3.65\|3.58\|275303;2026-04-14\|3.60\|0.00\|3.63\|3.63\|3.54\|252557;2026-04-15\|3.53\|-1.94\|3.60\|3.65\|3.51\|338712;2026-04-16\|3.69\|4.53\|3.50\|3.83\|3.49\|768814;2026-04-17\|3.67\|-0.54\|3.62\|3.69\|3.56\|525341;2026-04-20\|4.04\|10.08\|3.66\|4.04\|3.61\|910152;2026-04-21\|3.98\|-1.49\|4.15\|4.17\|3.95\|1385482;2026-04-22\|3.94\|-1.00\|3.96\|3.99\|3.87\|698142;2026-04-23\|3.92\|-0.51\|3.95\|4.05\|3.86\|650836;2026-04-24\|4.00\|2.04\|4.31\|4.31\|3.98\|1779244;2026-04-27\|4.40\|10.00\|4.06\|4.40\|4.06\|1545385;2026-04-28\|4.52\|2.73\|4.40\|4.63\|4.27\|2294402;2026-04-29\|4.40\|-2.65\|4.32\|4.46\|4.32\|1417257;2026-04-30\|4.84\|10.00\|4.34\|4.84\|4.33\|1719433;2026-05-06\|4.80\|-0.83\|4.95\|5.16\|4.80\|2636230;2026-05-07\|5.14\|7.08\|4.80\|5.28\|4.75\|2507798;2026-05-08\|5.04\|-1.95\|5.00\|5.36\|4.89\|1915492;2026-05-11\|4.87\|-3.37\|4.96\|4.98\|4.81\|1383610;2026-05-12\|4.73\|-2.87\|4.90\|4.91\|4.65\|1120819;2026-05-13\|4.58\|-3.17\|4.68\|4.70\|4.51\|1230899;2026-05-14\|4.40\|-3.93\|4.58\|4.58\|4.39\|948968;2026-05-15\|4.60\|4.55\|4.45\|4.63\|4.42\|1200964;2026-05-18\|4.26\|-7.39\|4.58\|4.58\|4.20\|1160605;2026-05-19\|4.28\|0.47\|4.21\|4.41\|4.20\|701865;2026-05-20\|4.29\|0.23\|4.26\|4.30\|4.14\|656170;2026-05-21\|4.25\|-0.93\|4.33\|4.45\|4.22\|786098;2026-05-22\|4.32\|1.65\|4.28\|4.35\|4.18\|615748;2026-05-25\|4.39\|1.62\|4.32\|4.46\|4.29\|736509;2026-05-26\|4.62\|5.24\|4.36\|4.62\|4.10\|1344733;2026-05-27\|4.44\|-3.90\|4.55\|4.56\|4.40\|773334;2026-05-28\|4.25\|-4.28\|4.39\|4.48\|4.19\|678314;2026-05-29\|4.11\|-3.29\|4.24\|4.30\|4.05\|703154;2026-06-01\|4.15\|0.97\|4.12\|4.23\|4.03\|376813;2026-06-02\|3.88\|-6.51\|4.15\|4.16\|3.81\|857123;2026-06-03\|3.85\|-0.77\|3.85\|3.88\|3.75\|489419;2026-06-04\|3.71\|-3.64\|3.80\|3.87\|3.66\|529386;2026-06-05\|3.74\|0.81\|3.73\|3.76\|3.61\|490034;2026-06-08\|3.58\|-4.28\|3.62\|3.77\|3.54\|472598;2026-06-09\|3.55\|-0.84\|3.65\|3.66\|3.51\|348896;2026-06-10\|3.52\|-0.85\|3.53\|3.65\|3.46\|433067;2026-06-11\|3.43\|-2.56\|3.51\|3.52\|3.38\|412325;2026-06-12\|3.53\|2.92\|3.47\|3.55\|3.35\|586387;2026-06-15\|3.51\|-0.57\|3.58\|3.58\|3.47\|395128;2026-06-16\|3.52\|0.28\|3.52\|3.54\|3.42\|372099;2026-06-17\|3.40\|-3.41\|3.52\|3.52\|3.35\|451242;2026-06-18\|3.32\|-2.35\|3.36\|3.38\|3.30\|366761;2026-06-22\|3.31\|-0.30\|3.32\|3.32\|3.19\|428713;2026-06-23\|3.33\|0.60\|3.30\|3.40\|3.28\|421158;2026-06-24\|3.26\|-2.10\|3.33\|3.37\|3.18\|449871;2026-06-25\|3.20\|-1.84\|3.21\|3.27\|3.16\|363352;2026-06-26\|3.13\|-2.19\|3.22\|3.24\|3.13\|343375;2026-06-29\|3.17\|1.28\|3.13\|3.17\|3.04\|448923;2026-06-30\|3.21\|1.26\|3.17\|3.27\|3.09\|356110;2026-07-01\|3.26\|1.56\|3.21\|3.28\|3.17\|382546;2026-07-02\|3.25\|-0.31\|3.25\|3.40\|3.22\|451220;2026-07-03\|3.37\|3.69\|3.29\|3.38\|3.25\|434042;2026-07-06\|3.31\|-1.78\|3.37\|3.41\|3.29\|407669;2026-07-07\|3.28\|-0.91\|3.29\|3.32\|3.18\|340366;2026-07-08\|3.20\|-2.44\|3.25\|3.25\|3.16\|258166;2026-07-09\|3.19\|-0.31\|3.18\|3.22\|3.11\|307522;2026-07-10\|3.23\|1.25\|3.18\|3.29\|3.14\|350452;2026-07-13\|3.04\|-5.88\|3.20\|3.21\|3.02\|433704;2026-07-14\|3.08\|1.32\|3.14\|3.15\|3.04\|452476;2026-07-15\|3.17\|2.92\|3.06\|3.21\|3.04\|538111;2026-07-16\|3.16\|-0.32\|3.15\|3.22\|3.10\|408889;2026-07-17\|3.05\|-3.48\|3.15\|3.20\|3.03\|429738;2026-07-20\|3.17\|3.93\|3.13\|3.25\|3.09\|557067;2026-07-21\|3.15\|-0.63\|3.12\|3.16\|3.04\|510019
90380	年报及一季报密集披露	具身智能+海外高增+年报高增 1、据2025年年度报告2026年4月25日披露，2025年科沃斯品牌服务机器人全球出货440万台、同比增长49.1%，添可洗地机出货451万台、同比增长8.9%；据长江证券研报，2025年全年公司实现营收190.40亿元、同比增长15.10%，归母净利润17.58亿元、同比增长118.13%。 2、据2025年年度报告，公司海外收入占比升至45.9%，科沃斯品牌海外收入增速52%，美国、欧洲、亚太收入分别同比增长近110%、超60%、近30%，新品类海外收入同比增长110.5%。 3、据2025年年度报告，公司在具身智能领域已提交专利申请66项，其中发明专利24项，并布局家用具身服务机器人、多模态大模型等前沿技术。	国内扫地机器人市场连续多年占据第一品牌位置，25年净利润同比激增118.13%	2026-03-12\|64.18\|-1.29\|65.03\|65.09\|63.70\|34109;2026-03-13\|63.70\|-0.75\|64.04\|64.69\|63.52\|36571;2026-03-16\|63.52\|-0.28\|63.65\|63.70\|62.90\|28960;2026-03-17\|63.59\|0.11\|63.52\|65.11\|63.52\|48850;2026-03-18\|63.55\|-0.06\|63.89\|64.01\|63.01\|30356;2026-03-19\|62.02\|-2.41\|62.73\|63.16\|61.82\|33547;2026-03-20\|61.24\|-1.26\|62.10\|62.66\|61.24\|31245;2026-03-23\|58.74\|-4.08\|60.50\|60.80\|58.50\|51843;2026-03-24\|59.87\|1.92\|59.70\|59.96\|59.04\|41318;2026-03-25\|61.20\|2.22\|60.32\|61.59\|59.88\|42517;2026-03-26\|60.88\|-0.52\|61.15\|62.25\|60.41\|36560;2026-03-27\|61.68\|1.31\|60.31\|61.96\|60.16\|31581;2026-03-30\|62.01\|0.54\|60.78\|62.10\|60.55\|33510;2026-03-31\|61.02\|-1.60\|62.15\|62.60\|61.02\|29479;2026-04-01\|62.40\|2.26\|62.00\|62.68\|61.50\|37204;2026-04-02\|60.56\|-2.95\|62.36\|62.36\|60.29\|37342;2026-04-03\|59.89\|-1.11\|60.56\|61.00\|59.67\|20933;2026-04-07\|59.99\|0.17\|60.00\|60.65\|59.81\|18307;2026-04-08\|62.88\|4.82\|61.30\|62.90\|61.29\|46728;2026-04-09\|61.07\|-2.88\|62.10\|62.22\|61.00\|35628;2026-04-10\|62.20\|1.85\|61.45\|62.80\|61.45\|42679;2026-04-13\|62.68\|0.77\|62.00\|63.98\|61.51\|56147;2026-04-14\|63.11\|0.69\|63.47\|63.58\|62.32\|41998;2026-04-15\|62.61\|-0.79\|63.50\|63.85\|62.46\|42259;2026-04-16\|62.92\|0.50\|62.68\|63.66\|62.52\|50971;2026-04-17\|62.45\|-0.75\|62.80\|62.82\|62.05\|37813;2026-04-20\|64.77\|3.71\|62.44\|65.23\|62.23\|89360;2026-04-21\|64.06\|-1.10\|64.88\|64.89\|63.49\|49324;2026-04-22\|64.07\|0.02\|64.07\|64.49\|63.43\|42892;2026-04-23\|63.92\|-0.23\|64.07\|65.79\|63.76\|73971;2026-04-24\|61.64\|-3.57\|63.60\|63.60\|61.02\|71985;2026-04-27\|67.80\|9.99\|64.71\|67.80\|64.71\|136245;2026-04-28\|67.00\|-1.18\|69.58\|69.58\|66.71\|180746;2026-04-29\|66.17\|-1.24\|66.80\|67.37\|66.00\|80457;2026-04-30\|65.16\|-1.53\|65.65\|66.66\|64.77\|84541;2026-05-06\|64.87\|-0.45\|65.36\|66.28\|64.32\|120813;2026-05-07\|66.48\|2.48\|65.00\|66.92\|64.68\|114103;2026-05-08\|67.28\|1.20\|66.91\|68.17\|65.84\|115090;2026-05-11\|66.14\|-1.69\|67.29\|67.29\|65.90\|91255;2026-05-12\|63.84\|-3.48\|66.15\|66.55\|63.81\|86826;2026-05-13\|64.59\|1.17\|63.60\|64.75\|62.12\|89946;2026-05-14\|61.90\|-4.16\|64.47\|64.74\|61.86\|72617;2026-05-15\|65.15\|5.25\|61.89\|66.58\|61.58\|139433;2026-05-18\|68.12\|4.56\|64.76\|68.43\|64.00\|160379;2026-05-19\|68.36\|0.35\|68.30\|70.30\|67.80\|122740;2026-05-20\|68.68\|0.47\|68.09\|69.79\|67.33\|96283;2026-05-21\|68.48\|-0.29\|68.69\|71.00\|68.20\|144560;2026-05-22\|67.76\|-1.05\|69.00\|69.60\|67.38\|102758;2026-05-25\|66.91\|-1.25\|67.77\|67.97\|66.39\|77599;2026-05-26\|66.88\|-0.04\|66.91\|68.50\|65.89\|81518;2026-05-27\|64.33\|-3.81\|66.41\|66.90\|64.13\|76802;2026-05-28\|62.34\|-3.09\|64.00\|64.00\|60.80\|86310;2026-05-29\|58.72\|-5.81\|62.00\|62.34\|58.60\|92285;2026-06-01\|59.59\|1.48\|58.77\|60.20\|58.52\|50543;2026-06-02\|58.40\|-2.00\|59.66\|60.06\|57.50\|53150;2026-06-03\|57.60\|-1.37\|58.47\|59.20\|57.35\|51275;2026-06-04\|56.72\|-1.53\|57.35\|58.32\|56.48\|51397;2026-06-05\|58.92\|3.88\|56.72\|59.78\|55.41\|91089;2026-06-08\|61.29\|4.02\|57.62\|61.58\|57.30\|107954;2026-06-09\|60.55\|-1.21\|61.28\|61.28\|59.30\|66187;2026-06-10\|58.47\|-3.44\|60.02\|61.08\|58.17\|61752;2026-06-11\|55.68\|-4.77\|58.25\|58.60\|54.31\|99507;2026-06-12\|54.48\|-2.16\|56.40\|56.50\|54.16\|111493;2026-06-15\|55.58\|2.02\|54.48\|55.75\|54.48\|79783;2026-06-16\|54.91\|-1.21\|55.60\|55.77\|54.85\|56317;2026-06-17\|53.32\|-2.90\|54.50\|54.64\|53.01\|81531;2026-06-18\|53.08\|-0.45\|53.25\|54.29\|52.36\|54377;2026-06-22\|53.80\|1.36\|53.53\|55.00\|52.51\|66968;2026-06-23\|52.20\|-2.97\|53.36\|53.77\|51.90\|63010;2026-06-24\|51.27\|-1.78\|51.84\|52.25\|51.03\|53473;2026-06-25\|51.47\|0.39\|51.23\|52.68\|50.51\|59478;2026-06-26\|49.45\|-3.92\|51.30\|51.47\|49.45\|54252;2026-06-29\|49.78\|0.67\|49.45\|50.25\|48.40\|68979;2026-06-30\|50.75\|1.95\|49.71\|51.16\|49.26\|69117;2026-07-01\|51.65\|1.77\|50.66\|51.99\|50.11\|67507;2026-07-02\|51.26\|-0.76\|51.60\|52.73\|51.05\|62924;2026-07-03\|54.68\|6.67\|51.95\|55.64\|51.18\|123958;2026-07-06\|52.90\|-3.26\|53.50\|54.66\|52.70\|72231;2026-07-07\|51.89\|-1.91\|52.66\|53.90\|51.73\|58434;2026-07-08\|50.13\|-1.65\|51.00\|51.19\|49.86\|43134;2026-07-09\|50.81\|1.36\|50.00\|50.97\|49.76\|37804;2026-07-10\|51.68\|1.71\|51.00\|52.76\|50.11\|63294;2026-07-13\|50.85\|-1.61\|51.58\|51.99\|50.72\|46939;2026-07-14\|50.54\|-0.61\|50.85\|51.69\|50.15\|42136;2026-07-15\|53.20\|5.26\|50.54\|54.24\|50.45\|78075;2026-07-16\|55.66\|4.62\|52.65\|56.41\|52.65\|94592;2026-07-17\|53.39\|-4.08\|55.36\|56.16\|53.11\|71800;2026-07-20\|55.30\|3.58\|53.90\|55.34\|52.85\|82056;2026-07-21\|56.35\|1.90\|54.60\|57.90\|54.20\|107019
90379	年报及一季报密集披露	脑机接口+机器人+按摩椅+AI大模型行业原因：当地时间2025年12月31日，埃隆.马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”，还将在脑机植入方式上实现创新。公司原因： 1、据2025年9月30日互动易，公司与傲意科技共建“脑机交互联合实验室”，推进脑机融合与仿生机械手在智能健康设备中的应用。 2、据2025年8月29日机构调研，公司理疗机器人计划四季度小批量生产并携手美团试点“15分钟健康服务圈”，力争年内完成市场投放。 3、据2025年8月28日半年报，公司主营按摩椅，旗下“荣泰”“摩摩哒”双品牌覆盖中高端及入门级市场；2025年3月公司与上海交通大学、阿里云联合启动DeepHealth AI大模型，实现个性化健康管理。	1、国内主要的按摩器具产品与技术服务提供商之一，一季度净利润同比增长58.72%； 2、公司与上海傲意信息科技有限公司签署了战略合作协议，宣布共建“脑机交互联合实验室”，共同推进脑机融合技术和仿生机械手在智能健康领域的应用；傲意科技在神经信号传感器、神经信号的AI人工智能识别技术、人机神经接口技术等方面拥有深厚的技术积累	2026-03-12\|21.97\|-1.35\|22.18\|22.23\|21.88\|25280;2026-03-13\|22.17\|0.91\|21.80\|22.62\|21.70\|39269;2026-03-16\|22.26\|0.41\|22.18\|22.48\|22.12\|30489;2026-03-17\|22.03\|-1.03\|22.28\|22.61\|22.01\|33568;2026-03-18\|22.38\|1.59\|22.00\|22.41\|21.92\|28197;2026-03-19\|21.80\|-2.59\|22.13\|22.30\|21.66\|27647;2026-03-20\|20.50\|-5.96\|21.82\|21.91\|20.48\|62857;2026-03-23\|19.32\|-5.76\|20.09\|20.20\|19.10\|54405;2026-03-24\|20.09\|3.99\|19.65\|20.10\|19.32\|44140;2026-03-25\|20.03\|-0.30\|20.13\|20.20\|19.88\|33639;2026-03-26\|19.58\|-2.25\|20.03\|20.22\|19.49\|35819;2026-03-27\|19.97\|1.99\|19.36\|20.00\|19.30\|30689;2026-03-30\|20.01\|0.20\|19.86\|20.08\|19.56\|21468;2026-03-31\|19.85\|-0.80\|20.73\|20.73\|19.85\|36414;2026-04-01\|20.50\|3.27\|20.38\|20.50\|20.06\|38055;2026-04-02\|20.07\|-2.10\|20.37\|20.45\|19.96\|26899;2026-04-03\|19.75\|-1.59\|20.10\|20.10\|19.67\|19807;2026-04-07\|19.91\|0.81\|19.78\|20.03\|19.70\|14913;2026-04-08\|20.58\|3.37\|20.28\|20.61\|20.16\|31978;2026-04-09\|20.01\|-2.77\|20.46\|20.54\|20.01\|32632;2026-04-10\|20.23\|1.10\|20.01\|20.51\|20.01\|31337;2026-04-13\|20.06\|-0.84\|20.00\|20.23\|19.96\|23662;2026-04-14\|20.14\|0.40\|20.18\|20.25\|19.85\|29039;2026-04-15\|20.11\|-0.15\|20.18\|20.57\|20.03\|32419;2026-04-16\|20.32\|1.04\|20.08\|20.38\|19.98\|32927;2026-04-17\|20.03\|-1.43\|20.25\|20.25\|19.85\|40052;2026-04-20\|20.15\|0.60\|20.03\|20.26\|19.95\|30015;2026-04-21\|20.02\|-0.65\|20.12\|20.12\|19.85\|28041;2026-04-22\|20.00\|-0.10\|19.98\|20.02\|19.82\|23472;2026-04-23\|20.07\|0.35\|20.00\|20.16\|19.80\|38076;2026-04-24\|20.07\|0.00\|19.86\|20.17\|19.51\|42344;2026-04-27\|22.08\|10.01\|21.21\|22.08\|21.21\|63968;2026-04-28\|22.52\|1.99\|22.33\|22.75\|21.83\|179160;2026-04-29\|22.15\|-1.64\|22.31\|22.33\|21.88\|82524;2026-04-30\|22.30\|0.68\|22.02\|22.72\|22.02\|78064;2026-05-06\|22.45\|0.67\|22.19\|22.58\|22.01\|79313;2026-05-07\|22.70\|1.11\|22.46\|23.26\|22.30\|92453;2026-05-08\|23.00\|1.32\|22.62\|23.10\|22.45\|68541;2026-05-11\|22.65\|-1.52\|23.00\|23.00\|22.35\|70092;2026-05-12\|22.28\|-1.63\|22.60\|22.65\|22.21\|40883;2026-05-13\|22.43\|0.67\|22.32\|22.48\|22.22\|35138;2026-05-14\|21.66\|-3.43\|22.51\|22.51\|21.64\|51677;2026-05-15\|22.33\|3.09\|21.44\|22.74\|21.44\|72696;2026-05-18\|21.96\|-1.66\|22.06\|22.18\|21.76\|39516;2026-05-19\|22.46\|2.28\|22.00\|22.84\|21.97\|57968;2026-05-20\|21.64\|-3.65\|22.46\|22.48\|21.50\|48142;2026-05-21\|21.19\|-2.08\|21.55\|22.04\|21.08\|47490;2026-05-22\|21.10\|-0.42\|21.08\|21.48\|20.66\|45864;2026-05-25\|20.59\|-2.42\|21.12\|21.28\|20.41\|37800;2026-05-26\|20.08\|-2.48\|20.75\|20.75\|19.88\|40097;2026-05-27\|19.20\|-4.38\|20.09\|20.09\|19.17\|46329;2026-05-28\|19.09\|-0.57\|19.28\|19.39\|18.59\|40376;2026-05-29\|19.02\|-0.37\|19.05\|19.46\|18.66\|47107;2026-06-01\|19.55\|2.79\|19.02\|19.65\|18.80\|40614;2026-06-02\|19.24\|-1.59\|19.45\|19.54\|19.00\|25369;2026-06-03\|19.29\|0.26\|19.23\|19.68\|18.96\|30965;2026-06-04\|18.66\|-3.27\|19.01\|19.32\|18.60\|30945;2026-06-05\|18.84\|0.96\|18.74\|19.18\|18.42\|25871;2026-06-08\|18.48\|-1.91\|18.52\|18.90\|18.15\|25491;2026-06-09\|18.69\|1.14\|18.62\|18.90\|18.40\|24416;2026-06-10\|18.36\|0.93\|18.47\|18.50\|18.08\|20201;2026-06-11\|18.39\|0.16\|18.03\|18.66\|18.03\|21044;2026-06-12\|18.73\|1.85\|18.65\|18.83\|18.48\|21174;2026-06-15\|19.57\|4.48\|18.72\|19.62\|18.72\|37064;2026-06-16\|19.01\|-2.86\|19.56\|19.56\|18.82\|35412;2026-06-17\|19.82\|4.26\|18.85\|19.93\|18.85\|41896;2026-06-18\|20.59\|3.88\|19.70\|20.88\|19.50\|78313;2026-06-22\|19.42\|-5.68\|20.38\|20.50\|19.20\|64463;2026-06-23\|19.01\|-2.11\|19.53\|19.80\|18.94\|41401;2026-06-24\|18.56\|-2.37\|18.55\|19.23\|18.51\|33044;2026-06-25\|17.41\|-6.20\|18.47\|18.56\|17.30\|55218;2026-06-26\|16.81\|-3.45\|17.28\|17.32\|16.76\|29320;2026-06-29\|17.00\|1.13\|16.78\|17.18\|16.31\|32969;2026-06-30\|16.97\|-0.18\|16.97\|17.15\|16.78\|25346;2026-07-01\|17.50\|3.12\|16.97\|17.62\|16.83\|32625;2026-07-02\|18.14\|3.66\|17.71\|18.50\|17.52\|43408;2026-07-03\|18.88\|4.08\|18.15\|19.05\|18.14\|40160;2026-07-06\|19.00\|0.64\|18.30\|19.22\|18.30\|31651;2026-07-07\|18.56\|-2.32\|19.00\|19.15\|18.49\|28381;2026-07-08\|17.95\|-3.29\|18.20\|18.77\|17.86\|26781;2026-07-09\|17.65\|-1.67\|17.91\|18.13\|17.40\|28694;2026-07-10\|17.82\|0.96\|17.65\|18.15\|17.31\|31054;2026-07-13\|17.24\|-3.25\|17.50\|17.86\|17.14\|28439;2026-07-14\|17.47\|1.33\|17.39\|17.61\|17.03\|21832;2026-07-15\|17.71\|1.37\|17.80\|17.85\|17.37\|21228;2026-07-16\|17.77\|0.34\|17.53\|17.97\|17.45\|21918;2026-07-17\|16.80\|-5.46\|17.79\|17.94\|16.66\|34790;2026-07-20\|16.51\|-1.73\|17.26\|17.26\|16.25\|32189;2026-07-21\|16.37\|-0.85\|16.52\|16.62\|15.92\|32721
90378	年报及一季报密集披露	卫星通信+AIGC+出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月19日机构调研，2025年上半年公司卫星通信运营服务业务收入9,345.63万元，同比增长12.5%，构建高中低轨卫星网络泛在接入能力。 2、据2025年11月19日机构调研，公司成功开发并上线AIGC应用平台DeepMarket，具有集成智能对话、文案生成、图像视频创作及处理等核心功能，后续将应用于短剧智能投放等场景。 3、据2025年11月19日机构调研，2025年上半年公司通信海外业务收入23,813.39万元，保持平稳增长，在全球30多个国家设立本地化销售机构并投建区域备件中心。	子公司海卫通是国内最大的专业服务海事的国际卫星运营商，一季度净利润同比增长超15倍	2026-03-12\|13.37\|-3.05\|13.65\|13.76\|13.30\|489745;2026-03-13\|12.86\|-3.81\|13.35\|13.35\|12.82\|495946;2026-03-16\|12.95\|0.70\|12.80\|13.04\|12.68\|331869;2026-03-17\|12.58\|-2.86\|12.99\|13.15\|12.55\|364910;2026-03-18\|13.01\|3.42\|12.67\|13.02\|12.50\|436570;2026-03-19\|12.71\|-2.31\|12.78\|12.90\|12.63\|310812;2026-03-20\|12.12\|-4.64\|12.71\|12.81\|12.12\|410613;2026-03-23\|11.46\|-5.45\|11.85\|12.06\|11.37\|469402;2026-03-24\|11.76\|2.62\|11.71\|11.79\|11.38\|363901;2026-03-25\|12.02\|2.21\|11.82\|12.10\|11.82\|326970;2026-03-26\|11.77\|-2.08\|12.23\|12.25\|11.71\|329168;2026-03-27\|11.90\|1.10\|11.63\|11.94\|11.55\|245502;2026-03-30\|12.15\|2.10\|11.68\|12.21\|11.68\|318348;2026-03-31\|12.18\|0.25\|12.13\|12.63\|12.10\|501425;2026-04-01\|12.20\|0.16\|12.42\|12.45\|12.04\|386060;2026-04-02\|11.89\|-2.54\|12.10\|12.20\|11.81\|245871;2026-04-03\|11.64\|-2.10\|12.00\|12.06\|11.63\|220766;2026-04-07\|11.85\|1.80\|11.65\|11.86\|11.60\|210980;2026-04-08\|12.49\|5.40\|12.05\|12.50\|12.00\|505197;2026-04-09\|12.26\|-1.84\|12.26\|12.38\|12.12\|326418;2026-04-10\|12.17\|-0.73\|12.36\|12.44\|12.16\|315436;2026-04-13\|12.16\|-0.08\|12.02\|12.22\|11.99\|227158;2026-04-14\|12.41\|2.06\|12.30\|12.42\|12.19\|356155;2026-04-15\|12.26\|-1.21\|12.48\|12.65\|12.21\|387095;2026-04-16\|12.50\|1.96\|12.34\|12.54\|12.27\|373968;2026-04-17\|12.57\|0.56\|12.45\|12.63\|12.33\|373053;2026-04-20\|12.92\|2.78\|12.50\|12.94\|12.50\|536340;2026-04-21\|12.69\|-1.78\|12.78\|12.93\|12.55\|410397;2026-04-22\|12.91\|1.73\|12.76\|13.13\|12.56\|703724;2026-04-23\|12.48\|-3.33\|12.90\|12.98\|12.35\|519782;2026-04-24\|12.12\|-2.88\|12.30\|12.41\|12.01\|408594;2026-04-27\|13.33\|9.98\|12.89\|13.33\|12.89\|646115;2026-04-28\|14.00\|5.03\|13.79\|14.26\|13.39\|2184348;2026-04-29\|14.68\|4.86\|13.72\|15.30\|13.60\|1995735;2026-04-30\|14.41\|-1.84\|14.38\|14.63\|14.00\|1459132;2026-05-06\|14.93\|3.61\|14.53\|15.05\|14.43\|1425167;2026-05-07\|15.32\|2.61\|15.01\|15.55\|14.63\|1613225;2026-05-08\|14.70\|-4.05\|14.68\|15.29\|14.33\|1472764;2026-05-11\|15.42\|4.90\|14.88\|15.50\|14.74\|1536524;2026-05-12\|15.00\|-2.72\|15.28\|15.98\|14.83\|1583434;2026-05-13\|15.08\|0.53\|14.96\|15.30\|14.82\|1093863;2026-05-14\|14.31\|-5.11\|14.98\|15.12\|14.30\|1069602;2026-05-15\|14.21\|-0.70\|14.54\|14.79\|14.10\|726742;2026-05-18\|14.20\|-0.07\|14.19\|14.47\|14.11\|537574;2026-05-19\|13.98\|-1.55\|14.08\|14.33\|13.73\|620135;2026-05-20\|13.65\|-2.36\|13.85\|14.10\|13.50\|608386;2026-05-21\|12.97\|-4.98\|13.69\|13.88\|12.93\|611796;2026-05-22\|13.53\|4.32\|13.16\|13.54\|12.90\|507755;2026-05-25\|13.68\|1.11\|13.54\|13.74\|13.15\|494769;2026-05-26\|13.09\|-4.31\|13.60\|13.60\|12.85\|502006;2026-05-27\|12.65\|-3.36\|13.09\|13.17\|12.52\|400327;2026-05-28\|12.99\|2.69\|12.60\|13.07\|12.47\|400715;2026-05-29\|12.20\|-6.08\|12.99\|13.13\|12.09\|462428;2026-06-01\|12.25\|0.41\|12.21\|12.56\|12.16\|330352;2026-06-02\|12.08\|-1.39\|12.25\|12.28\|11.72\|311934;2026-06-03\|12.11\|0.25\|12.08\|12.44\|11.97\|381088;2026-06-04\|11.82\|-2.39\|11.99\|12.06\|11.71\|337947;2026-06-05\|12.30\|4.06\|12.04\|12.68\|11.91\|869479;2026-06-08\|11.84\|-3.74\|11.89\|12.47\|11.73\|574752;2026-06-09\|12.03\|1.60\|11.91\|12.04\|11.68\|388717;2026-06-10\|11.59\|-3.66\|11.90\|12.06\|11.47\|358957;2026-06-11\|11.33\|-2.24\|11.46\|11.48\|11.15\|316720;2026-06-12\|11.51\|1.59\|11.54\|11.77\|11.43\|318625;2026-06-15\|11.71\|1.74\|11.60\|11.74\|11.48\|291676;2026-06-16\|11.96\|2.13\|11.72\|12.06\|11.52\|387941;2026-06-17\|11.79\|-1.42\|11.83\|11.95\|11.66\|302825;2026-06-18\|11.69\|-0.85\|11.71\|11.89\|11.48\|306721;2026-06-22\|11.73\|0.34\|11.61\|11.80\|11.12\|445290;2026-06-23\|11.22\|-4.35\|11.68\|11.68\|11.13\|344403;2026-06-24\|11.11\|-0.98\|11.23\|11.27\|10.93\|318513;2026-06-25\|10.67\|-3.96\|11.12\|11.13\|10.59\|424360;2026-06-26\|10.30\|-3.47\|10.54\|10.60\|10.11\|403938;2026-06-29\|10.00\|-2.91\|10.21\|10.25\|9.88\|361884;2026-06-30\|10.30\|3.00\|10.00\|10.40\|9.88\|357786;2026-07-01\|10.49\|1.84\|10.25\|10.58\|10.23\|328399;2026-07-02\|10.40\|-0.86\|10.45\|10.72\|10.36\|382608;2026-07-03\|10.69\|2.79\|10.42\|10.79\|10.41\|438051;2026-07-06\|10.12\|-5.33\|10.75\|10.77\|10.12\|356589;2026-07-07\|9.92\|-1.98\|10.12\|10.40\|9.90\|299614;2026-07-08\|9.77\|-1.51\|9.94\|10.01\|9.69\|256435;2026-07-09\|9.95\|1.84\|9.64\|9.95\|9.50\|315842;2026-07-10\|10.95\|10.05\|10.95\|10.95\|10.95\|96599;2026-07-13\|11.60\|5.94\|11.49\|12.00\|11.18\|1640309;2026-07-14\|10.44\|-10.00\|11.09\|11.17\|10.44\|335334;2026-07-15\|10.43\|-0.10\|10.04\|10.82\|10.04\|944497;2026-07-16\|11.18\|7.19\|10.20\|11.47\|10.13\|1383863;2026-07-17\|11.51\|2.95\|11.19\|11.80\|11.11\|1438376;2026-07-20\|11.18\|-2.87\|11.40\|11.89\|11.03\|1311683;2026-07-21\|11.66\|4.29\|11.17\|11.66\|10.83\|1228510
90377	年报及一季报密集披露	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。 2、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，一季度净利润4068.48万，同比扭亏。	2026-03-12\|34.45\|3.98\|32.90\|34.76\|32.16\|139928;2026-03-13\|32.23\|-6.44\|33.43\|34.44\|32.23\|86959;2026-03-16\|31.75\|-1.49\|32.50\|32.78\|31.20\|85975;2026-03-17\|29.40\|-7.40\|32.10\|32.60\|29.00\|107019;2026-03-18\|29.82\|1.43\|30.30\|30.33\|29.17\|66771;2026-03-19\|28.82\|-3.35\|28.88\|29.43\|28.30\|59122;2026-03-20\|27.82\|-3.47\|29.00\|29.50\|27.66\|58299;2026-03-23\|26.26\|-5.61\|27.61\|27.64\|25.81\|72927;2026-03-24\|28.39\|8.11\|27.17\|28.43\|25.88\|93859;2026-03-25\|30.87\|8.74\|28.98\|33.01\|28.50\|126294;2026-03-26\|29.33\|-4.99\|30.87\|30.87\|29.18\|72343;2026-03-27\|31.40\|7.06\|28.00\|32.56\|28.00\|114019;2026-03-30\|31.42\|0.06\|30.90\|32.04\|30.30\|75079;2026-03-31\|28.89\|-8.05\|31.59\|31.59\|28.65\|96278;2026-04-01\|29.75\|2.98\|30.29\|30.36\|28.80\|63744;2026-04-02\|27.99\|-5.92\|29.16\|29.50\|27.66\|54392;2026-04-03\|28.90\|3.25\|28.40\|30.30\|28.20\|80690;2026-04-07\|28.35\|-1.90\|28.80\|29.80\|28.24\|63912;2026-04-08\|31.33\|10.51\|30.00\|31.88\|29.40\|97433;2026-04-09\|31.79\|1.47\|31.00\|33.50\|30.50\|130892;2026-04-10\|32.03\|0.76\|32.10\|34.13\|32.00\|119262;2026-04-13\|31.33\|-2.19\|31.31\|32.56\|31.03\|91372;2026-04-14\|32.41\|3.45\|31.96\|33.45\|31.44\|103188;2026-04-15\|31.76\|-2.01\|33.00\|33.69\|31.40\|92489;2026-04-16\|31.63\|-0.41\|31.58\|31.99\|30.61\|64353;2026-04-17\|35.75\|13.03\|31.78\|37.96\|31.78\|215539;2026-04-20\|33.50\|-6.29\|34.58\|36.37\|33.33\|175493;2026-04-21\|34.99\|4.45\|33.03\|36.30\|32.20\|165638;2026-04-22\|39.83\|13.83\|35.34\|41.87\|35.00\|186265;2026-04-23\|36.66\|-7.96\|39.39\|40.50\|36.30\|153260;2026-04-24\|38.50\|5.02\|35.62\|40.00\|35.01\|152742;2026-04-27\|46.20\|20.00\|43.61\|46.20\|43.61\|105632;2026-04-28\|54.39\|17.73\|50.00\|55.22\|47.87\|317934;2026-04-29\|49.70\|-8.62\|51.68\|52.24\|47.50\|234230;2026-04-30\|53.20\|7.04\|49.22\|56.34\|47.88\|229876;2026-05-06\|55.49\|4.30\|54.26\|58.32\|52.02\|202125;2026-05-07\|57.20\|3.08\|54.49\|57.96\|53.03\|162747;2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;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\|13933818
90376	年报及一季报密集披露	光刻胶原料+风电+券商看好+一季报增长 1、据2026年6月15日互动易，公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段，该产品填补国内空白；此外，2-乙烯基萘亦为光刻胶用原料，正有序推进验证相关工作。 2、据招股说明书及2026年6月12日审核问询函回复，公司主营高分子新材料特种单体，其中甲基苯乙烯主要用于风电电机绝缘系统处理，该领域需求具有刚性。 3、据2026年6月14日东方证券研报，首次覆盖给予“买入”评级，预测公司2026-2028年EPS为0.56、1.16和1.60元，认为产能扩张与技术升级将驱动业绩高速增长。 4、据2026年4月25日公告，公司2026年一季度实现营收3.89亿元，同比增长57.93%；归母净利润8130.15万元，同比增长129.78%。	公司募投规划产品之一2-乙烯基萘可用于生产高端光刻胶，该募投项目前置审批手续均以完成，现正稳步建设当中；一季度净利润同比增长129.78%	2026-03-12\|18.76\|-0.53\|18.86\|19.20\|18.65\|44219;2026-03-13\|18.57\|-1.01\|18.65\|18.97\|18.55\|30900;2026-03-16\|18.78\|1.13\|18.50\|18.88\|18.46\|28340;2026-03-17\|18.09\|-3.67\|18.78\|18.82\|18.09\|28376;2026-03-18\|18.70\|3.37\|17.99\|18.77\|17.99\|36624;2026-03-19\|18.07\|-3.37\|18.55\|18.59\|17.95\|29984;2026-03-20\|17.55\|-2.88\|18.00\|18.20\|17.53\|26210;2026-03-23\|16.23\|-7.52\|17.42\|17.42\|16.13\|37873;2026-03-24\|16.84\|3.76\|16.63\|16.84\|16.19\|23014;2026-03-25\|17.19\|2.08\|17.10\|17.36\|16.85\|20072;2026-03-26\|16.90\|-1.69\|17.18\|17.29\|16.78\|20432;2026-03-27\|17.21\|1.83\|16.63\|17.40\|16.62\|16004;2026-03-30\|17.31\|0.58\|16.98\|17.45\|16.96\|22417;2026-03-31\|16.99\|-1.85\|17.27\|17.45\|16.97\|16724;2026-04-01\|17.29\|1.77\|17.22\|17.45\|17.18\|18813;2026-04-02\|17.12\|-0.98\|17.38\|17.38\|17.02\|15599;2026-04-03\|16.99\|-0.76\|17.01\|17.37\|16.95\|21409;2026-04-07\|17.20\|1.24\|17.11\|17.34\|16.99\|15953;2026-04-08\|17.67\|2.73\|17.38\|17.73\|17.38\|27440;2026-04-09\|17.79\|0.68\|17.55\|18.07\|17.49\|32267;2026-04-10\|18.12\|1.85\|17.99\|18.25\|17.79\|27510;2026-04-13\|18.26\|0.77\|18.21\|18.51\|17.99\|35293;2026-04-14\|18.18\|-0.44\|18.41\|18.50\|18.09\|23668;2026-04-15\|18.00\|-0.99\|18.35\|18.36\|17.91\|21471;2026-04-16\|18.00\|0.00\|17.96\|18.12\|17.86\|18167;2026-04-17\|18.26\|1.44\|17.99\|18.37\|17.91\|25718;2026-04-20\|18.18\|-0.44\|18.26\|18.34\|18.09\|22369;2026-04-21\|18.79\|3.36\|18.10\|18.87\|18.10\|44743;2026-04-22\|18.63\|-0.85\|18.61\|18.81\|18.47\|27685;2026-04-23\|18.60\|-0.16\|18.70\|19.11\|18.48\|34230;2026-04-24\|19.53\|5.00\|18.41\|19.85\|18.41\|79930;2026-04-27\|21.48\|9.98\|20.50\|21.48\|20.50\|78688;2026-04-28\|22.50\|4.75\|22.22\|23.27\|21.02\|252476;2026-04-29\|22.66\|0.71\|22.45\|22.98\|22.33\|175575;2026-04-30\|22.07\|-2.60\|22.36\|23.30\|22.07\|108058;2026-05-06\|22.84\|3.49\|22.05\|23.10\|22.00\|130331;2026-05-07\|23.28\|1.93\|22.82\|23.58\|22.51\|90681;2026-05-08\|23.74\|1.98\|23.00\|23.94\|23.00\|84332;2026-05-11\|24.08\|1.43\|23.50\|24.10\|23.15\|76536;2026-05-12\|23.99\|-0.37\|24.08\|24.28\|23.61\|57699;2026-05-13\|24.30\|1.29\|23.79\|24.43\|23.47\|62440;2026-05-14\|24.80\|2.06\|24.50\|26.50\|24.50\|92352;2026-05-15\|25.53\|2.94\|25.10\|25.98\|25.01\|98512;2026-05-18\|27.03\|5.88\|25.07\|27.03\|24.68\|124224;2026-05-19\|28.14\|4.11\|26.49\|28.28\|25.70\|173245;2026-05-20\|28.18\|0.14\|27.17\|29.20\|26.84\|154275;2026-05-21\|25.97\|-7.84\|28.01\|28.66\|25.75\|168857;2026-05-22\|26.39\|1.62\|26.49\|26.96\|25.80\|120028;2026-05-25\|26.93\|2.05\|26.38\|27.59\|26.37\|106893;2026-05-26\|25.84\|-4.05\|26.67\|26.99\|25.22\|118376;2026-05-27\|25.16\|-2.63\|25.67\|26.60\|24.84\|76915;2026-05-28\|25.21\|0.36\|25.02\|25.82\|24.96\|55512;2026-05-29\|24.18\|-4.09\|25.28\|25.40\|24.00\|98906;2026-06-01\|24.23\|0.21\|23.80\|24.74\|23.80\|73656;2026-06-02\|23.86\|-1.53\|24.11\|24.23\|23.22\|51308;2026-06-03\|24.28\|1.76\|23.90\|24.70\|23.87\|51989;2026-06-04\|24.25\|-0.12\|24.03\|24.65\|23.94\|44837;2026-06-05\|24.30\|0.21\|24.04\|24.86\|23.52\|51828;2026-06-08\|23.26\|-4.28\|23.89\|23.90\|23.00\|61199;2026-06-09\|23.68\|1.81\|23.30\|23.91\|23.30\|48371;2026-06-10\|24.83\|4.86\|23.60\|25.23\|23.37\|90691;2026-06-11\|24.45\|-1.53\|24.47\|25.05\|24.05\|59724;2026-06-12\|24.21\|-0.98\|24.76\|25.27\|24.01\|65412;2026-06-15\|25.80\|6.57\|24.40\|25.80\|24.22\|108663;2026-06-16\|28.38\|10.00\|26.11\|28.38\|25.81\|106529;2026-06-17\|28.40\|0.07\|28.10\|28.48\|26.91\|122801;2026-06-18\|28.72\|1.13\|28.26\|28.98\|28.00\|81670;2026-06-22\|29.72\|3.48\|28.75\|30.50\|28.75\|98818;2026-06-23\|30.80\|3.63\|30.35\|31.69\|29.51\|132937;2026-06-24\|30.58\|-0.71\|29.90\|30.72\|28.82\|113314;2026-06-25\|30.72\|0.46\|31.15\|31.19\|29.35\|95314;2026-06-26\|30.83\|0.36\|30.50\|32.20\|30.40\|118650;2026-06-29\|29.76\|-3.47\|30.90\|31.30\|28.82\|118693;2026-06-30\|32.74\|10.01\|29.74\|32.74\|29.71\|56888;2026-07-01\|31.61\|-3.45\|34.00\|34.00\|31.30\|165080;2026-07-02\|31.36\|-0.79\|30.50\|32.70\|30.01\|112254;2026-07-03\|28.87\|-7.94\|30.24\|31.40\|28.87\|117068;2026-07-06\|29.02\|0.52\|29.19\|29.80\|28.20\|83780;2026-07-07\|28.18\|-2.89\|29.00\|29.00\|27.78\|56536;2026-07-08\|27.46\|-2.56\|28.34\|28.56\|26.78\|61586;2026-07-09\|28.20\|2.69\|27.69\|28.22\|27.07\|53180;2026-07-10\|26.80\|-4.96\|28.07\|28.90\|26.80\|81915;2026-07-13\|24.29\|-9.37\|26.40\|27.12\|24.12\|80711;2026-07-14\|24.40\|0.45\|24.26\|24.55\|23.00\|82998;2026-07-15\|23.84\|-2.30\|24.61\|24.98\|23.65\|47800;2026-07-16\|22.34\|-6.29\|23.51\|23.96\|22.26\|60725;2026-07-17\|20.91\|-6.40\|22.30\|22.70\|20.79\|61887;2026-07-20\|19.59\|-6.31\|21.33\|21.69\|19.20\|88532;2026-07-21\|20.80\|6.18\|19.69\|20.80\|18.31\|91445
90375	年报及一季报密集披露	一季报扭亏+固废处理+绿色电力 1、据2026年4月27日公告，公司2026年第一季度实现归母净利润1,160.30万元，同比扭亏为盈，主要系垃圾发电供热及生物质供应链贸易等业务增长毛利增加，以及财务费用减少所致。 2、据2026年4月27日年报及2026年5月20日业绩说明会，公司环保新能源业务以垃圾焚烧发电为核心，与地方政府签订BOT协议运营循环经济产业园，实现固废“吃干榨净”，该业务占总营收比例超50%。 3、据2026年5月19日及2023年3月28日互动易，公司生产的电力属于绿色电力，有助于减少温室气体排放。	公司主营供应链服务，一季度净利润同比增长1610.33%	2026-03-12\|2.97\|-0.67\|2.99\|3.02\|2.96\|502074;2026-03-13\|2.93\|-1.35\|2.96\|3.01\|2.93\|615250;2026-03-16\|2.99\|2.05\|2.94\|3.01\|2.91\|724969;2026-03-17\|2.95\|-1.34\|2.98\|3.04\|2.94\|713377;2026-03-18\|2.91\|-1.36\|2.95\|2.96\|2.88\|589633;2026-03-19\|2.87\|-1.37\|2.88\|2.91\|2.86\|464116;2026-03-20\|2.80\|-2.44\|2.87\|2.90\|2.78\|574808;2026-03-23\|2.62\|-6.43\|2.74\|2.76\|2.60\|929316;2026-03-24\|2.74\|4.58\|2.66\|2.75\|2.64\|903041;2026-03-25\|2.81\|2.55\|2.77\|2.82\|2.72\|596388;2026-03-26\|2.73\|-2.85\|2.81\|2.83\|2.72\|428442;2026-03-27\|2.78\|1.83\|2.70\|2.78\|2.69\|407528;2026-03-30\|2.75\|-1.08\|2.75\|2.77\|2.69\|390125;2026-03-31\|2.70\|-1.82\|2.76\|2.79\|2.68\|492314;2026-04-01\|2.68\|-0.74\|2.74\|2.75\|2.65\|613330;2026-04-02\|2.59\|-3.36\|2.69\|2.70\|2.56\|588972;2026-04-03\|2.50\|-3.47\|2.60\|2.61\|2.49\|504876;2026-04-07\|2.56\|2.40\|2.50\|2.57\|2.48\|555275;2026-04-08\|2.65\|3.52\|2.61\|2.65\|2.59\|509115;2026-04-09\|2.57\|-3.02\|2.62\|2.63\|2.55\|470974;2026-04-10\|2.57\|0.00\|2.57\|2.61\|2.57\|336063;2026-04-13\|2.58\|0.39\|2.55\|2.59\|2.53\|332691;2026-04-14\|2.58\|0.00\|2.60\|2.63\|2.54\|421201;2026-04-15\|2.53\|-1.94\|2.59\|2.60\|2.52\|399157;2026-04-16\|2.58\|1.98\|2.53\|2.59\|2.51\|512476;2026-04-17\|2.56\|-0.78\|2.59\|2.59\|2.51\|533408;2026-04-20\|2.58\|0.78\|2.55\|2.59\|2.53\|531231;2026-04-21\|2.59\|0.39\|2.60\|2.60\|2.54\|499684;2026-04-22\|2.57\|-0.77\|2.58\|2.59\|2.54\|378138;2026-04-23\|2.52\|-1.95\|2.56\|2.58\|2.48\|708769;2026-04-24\|2.49\|-1.19\|2.50\|2.52\|2.47\|478409;2026-04-27\|2.74\|10.04\|2.64\|2.74\|2.64\|689085;2026-04-28\|3.01\|9.85\|2.94\|3.01\|2.80\|1693294;2026-04-29\|3.31\|9.97\|3.29\|3.31\|3.18\|1860413;2026-04-30\|2.98\|-9.97\|3.36\|3.36\|2.98\|4235242;2026-05-06\|3.28\|10.07\|3.01\|3.28\|3.01\|4009801;2026-05-07\|3.29\|0.30\|3.31\|3.38\|3.23\|4105098;2026-05-08\|3.23\|-1.82\|3.27\|3.43\|3.18\|2933230;2026-05-11\|3.18\|-1.55\|3.22\|3.29\|3.16\|1950308;2026-05-12\|3.15\|-0.94\|3.24\|3.32\|3.11\|2283942;2026-05-13\|3.18\|0.95\|3.11\|3.21\|3.11\|1703307;2026-05-14\|3.07\|-3.46\|3.20\|3.20\|3.06\|1400396;2026-05-15\|3.05\|-0.65\|3.05\|3.13\|3.01\|1127868;2026-05-18\|2.98\|-2.30\|3.02\|3.03\|2.93\|1087504;2026-05-19\|2.95\|-1.01\|2.98\|3.01\|2.92\|840555;2026-05-20\|2.86\|-3.05\|2.93\|2.93\|2.81\|970031;2026-05-21\|2.72\|-4.90\|2.85\|2.89\|2.71\|1003497;2026-05-22\|2.78\|2.21\|2.80\|2.81\|2.73\|714655;2026-05-25\|2.71\|-2.52\|2.76\|2.78\|2.69\|753202;2026-05-26\|2.68\|-1.11\|2.70\|2.70\|2.64\|761595;2026-05-27\|2.59\|-3.36\|2.66\|2.67\|2.58\|574124;2026-05-28\|2.85\|10.04\|2.60\|2.85\|2.59\|592518;2026-05-29\|2.90\|1.75\|3.05\|3.06\|2.74\|3287059;2026-06-01\|2.81\|-3.10\|2.82\|2.88\|2.74\|1591785;2026-06-02\|2.76\|-1.78\|2.80\|2.86\|2.72\|1070526;2026-06-03\|2.72\|-1.45\|2.77\|2.84\|2.70\|952123;2026-06-04\|2.66\|-2.21\|2.68\|2.72\|2.63\|791364;2026-06-05\|2.66\|0.00\|2.65\|2.72\|2.61\|791227;2026-06-08\|2.53\|-4.89\|2.58\|2.65\|2.50\|849394;2026-06-09\|2.57\|1.58\|2.56\|2.58\|2.47\|709197;2026-06-10\|2.57\|0.00\|2.55\|2.60\|2.51\|706294;2026-06-11\|2.44\|-5.06\|2.56\|2.56\|2.41\|935308;2026-06-12\|2.46\|0.82\|2.46\|2.50\|2.37\|702996;2026-06-15\|2.50\|1.63\|2.48\|2.54\|2.46\|651236;2026-06-16\|2.51\|0.40\|2.49\|2.52\|2.44\|666556;2026-06-17\|2.42\|-3.59\|2.49\|2.50\|2.40\|639503;2026-06-18\|2.34\|-3.31\|2.40\|2.41\|2.33\|603321;2026-06-22\|2.31\|-1.28\|2.34\|2.34\|2.25\|742913;2026-06-23\|2.34\|1.30\|2.32\|2.50\|2.30\|874584;2026-06-24\|2.21\|-5.56\|2.32\|2.32\|2.19\|758514;2026-06-25\|2.17\|-1.81\|2.19\|2.24\|2.15\|632411;2026-06-26\|2.11\|-2.77\|2.15\|2.18\|2.11\|681793;2026-06-29\|2.09\|-0.95\|2.08\|2.14\|2.03\|747476;2026-06-30\|2.12\|1.44\|2.09\|2.15\|2.06\|659428;2026-07-01\|2.20\|3.77\|2.12\|2.23\|2.11\|902902;2026-07-02\|2.20\|0.00\|2.18\|2.36\|2.18\|889480;2026-07-03\|2.23\|1.36\|2.23\|2.25\|2.18\|615322;2026-07-06\|2.20\|-1.35\|2.23\|2.27\|2.20\|531890;2026-07-07\|2.15\|-2.27\|2.22\|2.22\|2.13\|571757;2026-07-08\|2.10\|-2.33\|2.13\|2.14\|2.09\|432952;2026-07-09\|2.11\|0.48\|2.10\|2.14\|2.06\|501695;2026-07-10\|2.17\|2.84\|2.09\|2.23\|2.07\|739527;2026-07-13\|2.07\|-4.61\|2.16\|2.18\|2.05\|706044;2026-07-14\|2.13\|2.90\|2.06\|2.14\|2.04\|611366;2026-07-15\|2.16\|1.41\|2.12\|2.19\|2.11\|681681;2026-07-16\|2.18\|0.93\|2.14\|2.21\|2.12\|613969;2026-07-17\|2.08\|-4.59\|2.19\|2.22\|2.06\|743731;2026-07-20\|2.11\|1.44\|2.10\|2.16\|2.07\|740538;2026-07-21\|2.13\|0.95\|2.10\|2.14\|2.03\|749406
90374	年报及一季报密集披露	可控核聚变+非标金属压力容器+一季报增长+高送转 1、据2026年6月9日互动易，公司主营非标金属压力容器，已与国内核聚变领域权威科研院所签署联合开发框架协议，共同开发聚变应用大型低温泵产品，持续拓展应用场景。 2、据2026年6月9日互动易，公司主营非标金属压力容器，定位高端市场，是壳牌石油战略供应商，且与埃克森美孚、瓦锡兰等建立合作关系，持续布局国际市场。 3、据2026年4月27日公告，公司2026年一季度实现营业收入3.54亿元，同比增长83.43%，扣非净利润同比增长104.59%；据2026年6月9日互动易，业绩增长主要系报告期交付的外销产品销售占比及平均售价同比提升等所致。 4、据2026年5月23日公告及6月9日公告，公司2025年度利润分配方案为10转4派5元，已于5月29日完成除权除息，并于近日完成工商变更登记，总股本增至1.55亿股。	1、公司主要从事金属压力容器，产品在天然气领域应用广泛，包括蒸发器、预热器、分离器、BOG 缓冲罐等产品；此外公司的海洋油气装置模块主要应用于 LNG、LPG 等海洋油气的开采和运输行业；一季报净利润同比上涨96.84%； 2、公司产品应用于核电领域，向全球知名核电企业法马通销售金属压力容器，该等产品用于红沿河核电站、防城港核电站、阳江核电站、福清核电站、巴西安哥拉核电站等国内外多个大型核能发电项目	2026-03-12\|61.30\|-5.91\|65.15\|65.30\|60.02\|44054;2026-03-13\|60.47\|-1.35\|61.21\|62.95\|60.00\|31125;2026-03-16\|58.89\|-2.61\|60.41\|61.10\|58.50\|21712;2026-03-17\|57.04\|-3.14\|60.29\|62.99\|56.71\|34736;2026-03-18\|56.80\|-0.42\|57.28\|58.00\|55.57\|22763;2026-03-19\|54.06\|-4.82\|56.17\|56.17\|53.88\|20794;2026-03-20\|53.84\|-0.41\|55.01\|55.80\|53.55\|20242;2026-03-23\|49.78\|-7.54\|52.80\|53.80\|49.66\|22595;2026-03-24\|51.63\|3.72\|51.02\|51.74\|49.81\|12986;2026-03-25\|53.87\|4.34\|51.98\|54.55\|51.98\|19664;2026-03-26\|52.67\|-2.23\|53.86\|54.47\|52.28\|12478;2026-03-27\|54.38\|3.25\|55.61\|55.88\|53.50\|29791;2026-03-30\|53.21\|-2.15\|53.30\|53.74\|52.54\|16040;2026-03-31\|52.34\|-1.64\|53.03\|54.35\|52.21\|14135;2026-04-01\|55.26\|5.58\|53.27\|57.49\|52.76\|29220;2026-04-02\|52.55\|-4.90\|54.97\|54.98\|52.02\|20399;2026-04-03\|52.58\|0.06\|52.46\|53.39\|51.80\|11966;2026-04-07\|52.33\|-0.48\|52.90\|53.08\|52.13\|7029;2026-04-08\|55.98\|6.97\|53.50\|56.20\|53.50\|24610;2026-04-09\|54.38\|-2.86\|55.50\|57.09\|54.28\|21399;2026-04-10\|54.61\|0.42\|54.93\|55.50\|54.10\|14513;2026-04-13\|54.11\|-0.92\|54.11\|55.10\|52.78\|12641;2026-04-14\|54.35\|0.44\|54.77\|55.10\|53.76\|9617;2026-04-15\|53.47\|-1.62\|54.39\|56.35\|53.32\|16269;2026-04-16\|54.90\|2.67\|53.52\|55.15\|52.88\|14174;2026-04-17\|55.68\|1.42\|54.80\|55.77\|54.15\|13296;2026-04-20\|57.88\|3.95\|55.70\|59.49\|55.52\|26057;2026-04-21\|57.63\|-0.43\|57.75\|58.95\|57.19\|17054;2026-04-22\|57.92\|0.50\|57.49\|58.39\|56.48\|15940;2026-04-23\|57.33\|-1.02\|57.95\|58.36\|56.75\|11483;2026-04-24\|57.12\|-0.37\|57.32\|58.13\|55.70\|16891;2026-04-27\|62.83\|10.00\|62.83\|62.83\|62.37\|18343;2026-04-28\|64.30\|2.34\|62.94\|65.88\|61.68\|71620;2026-04-29\|63.97\|-0.51\|64.94\|65.41\|63.50\|34069;2026-04-30\|62.80\|-1.83\|63.94\|63.95\|62.00\|26019;2026-05-06\|64.10\|2.07\|63.19\|64.31\|62.80\|28219;2026-05-07\|64.51\|0.64\|64.05\|65.66\|63.10\|24488;2026-05-08\|63.26\|-1.94\|64.38\|64.49\|62.80\|22212;2026-05-11\|65.92\|4.20\|63.26\|66.17\|63.00\|42240;2026-05-12\|64.50\|-2.15\|65.71\|65.92\|63.30\|27146;2026-05-13\|65.50\|1.55\|63.91\|66.60\|63.40\|22285;2026-05-14\|64.67\|-1.27\|65.66\|69.30\|64.51\|31257;2026-05-15\|66.51\|2.85\|64.44\|68.36\|64.05\|33167;2026-05-18\|65.57\|-1.41\|66.51\|67.88\|64.51\|25430;2026-05-19\|66.18\|0.93\|65.95\|66.88\|64.33\|18688;2026-05-20\|66.08\|-0.15\|65.80\|66.55\|63.97\|20783;2026-05-21\|64.50\|-2.39\|66.05\|68.47\|64.18\|26097;2026-05-22\|67.19\|4.17\|65.10\|67.57\|64.26\|24220;2026-05-25\|69.50\|3.44\|67.10\|71.36\|66.51\|40648;2026-05-26\|65.81\|-5.31\|69.09\|69.17\|64.00\|38692;2026-05-27\|64.82\|-1.50\|65.29\|67.50\|64.05\|22641;2026-05-28\|63.97\|-1.31\|64.26\|65.52\|62.49\|20791;2026-05-29\|46.45\|2.45\|45.31\|48.98\|45.31\|59884;2026-06-01\|47.99\|3.32\|46.28\|48.39\|44.20\|58216;2026-06-02\|49.40\|2.94\|47.80\|50.30\|47.16\|57245;2026-06-03\|52.95\|7.19\|49.40\|53.88\|48.40\|64546;2026-06-04\|48.48\|-8.44\|52.38\|53.00\|48.01\|59068;2026-06-05\|47.50\|-2.02\|47.81\|49.40\|47.03\|37008;2026-06-08\|44.18\|-6.99\|45.11\|49.14\|43.10\|47462;2026-06-09\|43.16\|-2.31\|44.71\|44.99\|42.47\|34064;2026-06-10\|47.48\|10.01\|42.60\|47.48\|42.00\|51489;2026-06-11\|46.09\|-2.93\|47.02\|47.91\|45.81\|41413;2026-06-12\|45.28\|-1.76\|46.95\|47.16\|45.05\|27814;2026-06-15\|46.58\|2.87\|45.78\|47.54\|45.20\|31718;2026-06-16\|46.02\|-1.20\|46.49\|47.38\|45.32\|28262;2026-06-17\|46.29\|0.59\|45.90\|46.37\|44.45\|33368;2026-06-18\|46.52\|0.50\|45.75\|47.60\|45.56\|41939;2026-06-22\|44.06\|-5.29\|45.99\|46.73\|42.90\|42148;2026-06-23\|43.60\|-1.04\|44.35\|45.65\|43.22\|30921;2026-06-24\|43.20\|-0.92\|43.58\|43.94\|41.31\|33248;2026-06-25\|42.05\|-2.66\|43.10\|43.20\|41.66\|24546;2026-06-26\|40.19\|-4.42\|41.91\|41.91\|40.00\|28860;2026-06-29\|39.21\|-2.44\|40.38\|40.78\|38.82\|24186;2026-06-30\|39.27\|0.15\|39.21\|39.75\|38.55\|20529;2026-07-01\|37.31\|-4.99\|39.27\|39.27\|37.05\|38653;2026-07-02\|36.06\|-3.35\|37.08\|37.88\|35.95\|30604;2026-07-03\|35.80\|-0.72\|36.05\|36.44\|35.69\|34678;2026-07-06\|34.91\|-2.49\|35.85\|36.30\|34.87\|25719;2026-07-07\|33.56\|-3.87\|34.67\|35.06\|33.37\|24514;2026-07-08\|32.57\|-2.95\|33.72\|33.73\|32.40\|21020;2026-07-09\|32.08\|-1.50\|32.32\|32.65\|31.02\|24197;2026-07-10\|31.89\|-0.59\|32.50\|32.71\|31.68\|21018;2026-07-13\|30.21\|-5.27\|31.83\|31.83\|29.91\|27318;2026-07-14\|31.18\|3.21\|30.05\|31.23\|29.73\|26952;2026-07-15\|30.64\|-1.73\|30.97\|31.25\|30.46\|22054;2026-07-16\|29.81\|-2.71\|30.50\|30.52\|29.62\|21011;2026-07-17\|28.25\|-5.23\|29.98\|29.98\|28.17\|23686;2026-07-20\|27.19\|-3.75\|28.62\|29.19\|26.83\|29594;2026-07-21\|28.30\|4.08\|27.35\|28.30\|25.54\|32668
90373	年报及一季报密集披露	一季报高增+C2M定制+多品牌矩阵+创投 1、据2026年4月25日公告的2026年一季报，公司一季度营收14.40亿元、同比增长10.46%，归母净利润2.37亿元、同比增长39.03%。 2、据2025年年度报告，公司C2M私人量体定制系统入选国家工信部智能制造示范企业，72小时上门量体、360小时交付，全国近800家门店、500余名专职量体师支撑定制业务。 3、据2025年年度报告及2026年2月10日公告，公司已形成报喜鸟、哈吉斯、宝鸟等成熟品牌矩阵，覆盖中高端男装全品类；并通过温州浚泉鸿茂等基金参与创投投资，认缴出资4000万元。	定位中高档优质男装企业，一季度净利润同比增39%	2026-03-12\|3.90\|-0.26\|3.91\|3.93\|3.89\|165331;2026-03-13\|3.88\|-0.51\|3.89\|3.92\|3.87\|196735;2026-03-16\|3.88\|0.00\|3.87\|3.89\|3.85\|143411;2026-03-17\|3.86\|-0.52\|3.89\|3.92\|3.86\|164104;2026-03-18\|3.84\|-0.52\|3.87\|3.87\|3.82\|142476;2026-03-19\|3.81\|-0.78\|3.82\|3.83\|3.79\|143669;2026-03-20\|3.74\|-1.84\|3.81\|3.82\|3.74\|139249;2026-03-23\|3.51\|-6.15\|3.70\|3.70\|3.50\|225168;2026-03-24\|3.60\|2.56\|3.56\|3.62\|3.51\|165199;2026-03-25\|3.66\|1.67\|3.59\|3.67\|3.59\|173699;2026-03-26\|3.60\|-1.64\|3.65\|3.69\|3.59\|123589;2026-03-27\|3.63\|0.83\|3.57\|3.64\|3.55\|129849;2026-03-30\|3.65\|0.55\|3.60\|3.66\|3.58\|136015;2026-03-31\|3.62\|-0.82\|3.65\|3.69\|3.62\|111678;2026-04-01\|3.67\|1.38\|3.66\|3.68\|3.63\|122713;2026-04-02\|3.64\|-0.82\|3.66\|3.68\|3.62\|96215;2026-04-03\|3.54\|-2.75\|3.64\|3.65\|3.53\|133691;2026-04-07\|3.56\|0.56\|3.54\|3.58\|3.53\|70322;2026-04-08\|3.66\|2.81\|3.61\|3.67\|3.58\|138816;2026-04-09\|3.59\|-1.91\|3.64\|3.65\|3.58\|103538;2026-04-10\|3.63\|1.11\|3.62\|3.65\|3.60\|86917;2026-04-13\|3.61\|-0.55\|3.63\|3.63\|3.59\|87876;2026-04-14\|3.61\|0.00\|3.63\|3.63\|3.58\|97743;2026-04-15\|3.60\|-0.28\|3.61\|3.62\|3.59\|90665;2026-04-16\|3.76\|4.44\|3.62\|3.80\|3.60\|537058;2026-04-17\|3.68\|-2.13\|3.74\|3.74\|3.65\|222260;2026-04-20\|3.66\|-0.54\|3.67\|3.68\|3.63\|169432;2026-04-21\|3.68\|0.55\|3.65\|3.69\|3.64\|165750;2026-04-22\|3.64\|-1.09\|3.67\|3.67\|3.63\|120086;2026-04-23\|3.63\|-0.27\|3.64\|3.65\|3.60\|143172;2026-04-24\|3.63\|0.00\|3.62\|3.65\|3.61\|160654;2026-04-27\|3.99\|9.92\|3.98\|3.99\|3.97\|784718;2026-04-28\|4.06\|1.75\|3.94\|4.15\|3.88\|1430140;2026-04-29\|4.11\|1.23\|4.03\|4.13\|4.00\|698729;2026-04-30\|4.16\|1.22\|4.23\|4.35\|4.13\|907521;2026-05-06\|4.32\|3.85\|4.15\|4.38\|4.12\|894183;2026-05-07\|4.40\|1.85\|4.30\|4.49\|4.28\|887894;2026-05-08\|4.36\|-0.91\|4.38\|4.47\|4.35\|636549;2026-05-11\|4.51\|3.44\|4.37\|4.53\|4.34\|704334;2026-05-12\|4.69\|3.99\|4.50\|4.70\|4.48\|630288;2026-05-13\|4.70\|0.21\|4.66\|4.70\|4.63\|393474;2026-05-14\|4.51\|-4.04\|4.68\|4.68\|4.50\|439944;2026-05-15\|4.55\|0.89\|4.55\|4.64\|4.48\|445541;2026-05-18\|4.47\|-1.76\|4.52\|4.54\|4.41\|342786;2026-05-19\|4.49\|0.45\|4.49\|4.52\|4.40\|275715;2026-05-20\|4.39\|-2.23\|4.47\|4.47\|4.37\|253820;2026-05-21\|4.27\|-2.73\|4.39\|4.44\|4.25\|322265;2026-05-22\|4.30\|0.70\|4.28\|4.37\|4.26\|272922;2026-05-25\|4.35\|1.16\|4.30\|4.39\|4.27\|226249;2026-05-26\|4.27\|-1.84\|4.33\|4.42\|4.23\|255829;2026-05-27\|4.21\|-1.41\|4.26\|4.29\|4.16\|283996;2026-05-28\|4.21\|0.00\|4.21\|4.26\|4.16\|239388;2026-05-29\|4.10\|1.49\|4.08\|4.17\|4.06\|362864;2026-06-01\|4.20\|2.44\|4.06\|4.23\|4.02\|397588;2026-06-02\|4.15\|-1.19\|4.18\|4.21\|4.10\|276670;2026-06-03\|4.01\|-3.37\|4.13\|4.15\|3.96\|379361;2026-06-04\|3.99\|-0.50\|3.99\|4.07\|3.97\|279462;2026-06-05\|4.02\|0.75\|3.99\|4.09\|3.98\|247201;2026-06-08\|3.86\|-3.98\|3.97\|3.98\|3.82\|330324;2026-06-09\|3.91\|1.30\|3.87\|3.92\|3.83\|275536;2026-06-10\|3.86\|-1.28\|3.88\|3.90\|3.83\|217554;2026-06-11\|3.81\|-1.30\|3.82\|3.86\|3.76\|191687;2026-06-12\|3.94\|3.41\|3.84\|3.95\|3.76\|255055;2026-06-15\|4.03\|2.28\|3.95\|4.05\|3.91\|245235;2026-06-16\|3.96\|-1.74\|4.02\|4.03\|3.92\|181534;2026-06-17\|3.86\|-2.53\|3.95\|3.96\|3.84\|193164;2026-06-18\|3.88\|0.52\|3.87\|3.93\|3.80\|188803;2026-06-22\|3.85\|-0.77\|3.85\|3.88\|3.75\|237243;2026-06-23\|3.86\|0.26\|3.84\|3.92\|3.83\|206137;2026-06-24\|3.90\|1.04\|3.87\|3.95\|3.83\|279230;2026-06-25\|3.82\|-2.05\|3.88\|3.92\|3.76\|259670;2026-06-26\|3.60\|-5.76\|3.81\|3.83\|3.58\|447809;2026-06-29\|3.65\|1.39\|3.62\|3.66\|3.50\|331524;2026-06-30\|3.56\|-2.47\|3.64\|3.65\|3.53\|260553;2026-07-01\|3.70\|3.93\|3.57\|3.72\|3.53\|321964;2026-07-02\|3.67\|-0.81\|3.69\|3.76\|3.65\|286395;2026-07-03\|3.88\|5.72\|3.69\|3.93\|3.67\|446932;2026-07-06\|3.95\|1.80\|3.89\|3.97\|3.82\|278203;2026-07-07\|3.82\|-3.29\|3.92\|3.93\|3.79\|226887;2026-07-08\|3.77\|-1.31\|3.81\|3.84\|3.75\|217037;2026-07-09\|3.70\|-1.86\|3.76\|3.79\|3.65\|260961;2026-07-10\|3.68\|-0.54\|3.68\|3.75\|3.62\|246965;2026-07-13\|3.70\|0.54\|3.68\|3.73\|3.64\|269252;2026-07-14\|3.76\|1.62\|3.67\|3.78\|3.65\|288253;2026-07-15\|3.84\|2.13\|3.75\|3.84\|3.74\|270439;2026-07-16\|3.80\|-1.04\|3.81\|3.86\|3.78\|241837;2026-07-17\|3.66\|-3.68\|3.80\|3.84\|3.64\|317986;2026-07-20\|3.67\|0.27\|3.68\|3.72\|3.63\|362337;2026-07-21\|3.65\|-0.54\|3.65\|3.70\|3.62\|366043
90372	年报及一季报密集披露	一季报高增+一带一路+智慧纺纱 1、据2026年4月25日披露的2026年第一季度报告，公司一季度归母净利润1.65亿元，同比增711.74%，主因处置浙江昊泰纺织智造70%股权确认大额投资收益。 2、据2025年3月20日公告，公司与摩洛哥政府签署投资协议，启动总投资17.16亿元的“盛泰摩洛哥绿色纺织产业园”，强化“一带一路”产能布局。 3、据2025年年度报告，12.59万锭智慧纺纱项目已于2026年3月竣工试生产，河南基地形成纺纱—成衣一体化，降低能耗并提升纱线品质。	公司主要从事纺织面料及成衣的生产与销售，出口占比近半；一季度净利润同比增长711.74%	2026-03-12\|7.24\|-0.82\|7.28\|7.39\|7.20\|21311;2026-03-13\|7.23\|-0.14\|7.38\|7.38\|7.16\|27187;2026-03-16\|7.25\|0.28\|7.19\|7.34\|7.19\|27563;2026-03-17\|7.16\|-1.24\|7.27\|7.34\|7.14\|22848;2026-03-18\|7.22\|0.84\|7.13\|7.22\|7.10\|20370;2026-03-19\|6.97\|-3.46\|7.13\|7.22\|6.97\|34393;2026-03-20\|6.73\|-3.44\|6.98\|7.04\|6.72\|38667;2026-03-23\|6.26\|-6.98\|6.61\|6.64\|6.21\|56764;2026-03-24\|6.64\|6.07\|6.39\|6.64\|6.30\|47480;2026-03-25\|6.79\|2.26\|6.64\|6.85\|6.59\|27017;2026-03-26\|6.70\|-1.33\|6.80\|6.90\|6.66\|29462;2026-03-27\|6.79\|1.34\|6.61\|6.81\|6.61\|25213;2026-03-30\|6.89\|1.47\|6.80\|6.90\|6.74\|25923;2026-03-31\|6.83\|-0.87\|6.88\|7.03\|6.80\|26303;2026-04-01\|6.86\|0.44\|6.87\|6.95\|6.78\|21103;2026-04-02\|6.75\|-1.60\|6.86\|6.93\|6.70\|21314;2026-04-03\|6.47\|-4.15\|6.95\|6.95\|6.46\|29527;2026-04-07\|6.72\|3.86\|6.50\|6.72\|6.45\|34129;2026-04-08\|6.88\|2.38\|6.81\|6.90\|6.75\|27220;2026-04-09\|6.77\|-1.60\|6.88\|6.92\|6.75\|23801;2026-04-10\|6.84\|1.03\|6.78\|6.91\|6.75\|22854;2026-04-13\|6.80\|-0.58\|6.89\|6.90\|6.72\|23945;2026-04-14\|6.76\|-0.59\|6.80\|6.83\|6.69\|23628;2026-04-15\|6.74\|-0.30\|6.79\|6.80\|6.71\|20346;2026-04-16\|6.84\|1.48\|6.73\|6.88\|6.68\|27894;2026-04-17\|6.77\|-1.02\|6.88\|6.89\|6.73\|20399;2026-04-20\|6.84\|1.03\|6.75\|6.84\|6.70\|18448;2026-04-21\|6.82\|-0.29\|6.84\|6.89\|6.75\|20023;2026-04-22\|6.84\|0.29\|6.83\|6.89\|6.75\|26348;2026-04-23\|6.90\|0.88\|6.82\|6.96\|6.76\|30505;2026-04-24\|6.75\|-2.17\|6.94\|6.94\|6.65\|48056;2026-04-27\|7.43\|10.07\|7.32\|7.43\|7.32\|87064;2026-04-28\|7.69\|3.50\|7.43\|7.95\|7.43\|349952;2026-04-29\|7.52\|-2.21\|7.50\|7.65\|7.45\|203400;2026-04-30\|7.70\|2.39\|7.49\|7.78\|7.49\|163129;2026-05-06\|7.79\|1.17\|7.70\|7.98\|7.59\|212013;2026-05-07\|7.81\|0.26\|7.78\|7.88\|7.70\|129722;2026-05-08\|7.89\|1.02\|7.79\|7.98\|7.77\|86403;2026-05-11\|8.08\|2.41\|7.92\|8.10\|7.85\|101865;2026-05-12\|7.82\|-3.22\|8.08\|8.10\|7.79\|92531;2026-05-13\|7.90\|1.02\|7.79\|8.09\|7.79\|112780;2026-05-14\|8.04\|1.77\|7.89\|8.09\|7.89\|114617;2026-05-15\|7.91\|-1.62\|7.95\|8.06\|7.84\|66535;2026-05-18\|7.80\|-1.39\|7.89\|7.91\|7.68\|73289;2026-05-19\|7.79\|-0.13\|7.76\|7.92\|7.72\|45511;2026-05-20\|7.76\|-0.39\|7.71\|7.78\|7.62\|49652;2026-05-21\|7.52\|-3.09\|7.82\|7.82\|7.48\|55430;2026-05-22\|7.60\|1.06\|7.54\|7.67\|7.46\|44666;2026-05-25\|7.39\|-2.76\|7.67\|7.67\|7.25\|86113;2026-05-26\|7.24\|-2.03\|7.41\|7.51\|7.18\|87515;2026-05-27\|7.03\|-2.90\|7.24\|7.29\|6.98\|54468;2026-05-28\|7.00\|-0.43\|7.03\|7.15\|6.83\|45664;2026-05-29\|6.87\|-1.86\|6.96\|7.09\|6.85\|56270;2026-06-01\|7.15\|4.08\|6.85\|7.25\|6.70\|63870;2026-06-02\|7.15\|0.00\|7.14\|7.22\|7.08\|68272;2026-06-03\|6.95\|-2.80\|7.11\|7.13\|6.87\|41533;2026-06-04\|6.65\|-4.32\|6.95\|6.96\|6.61\|49658;2026-06-05\|6.74\|1.35\|6.64\|6.82\|6.56\|41833;2026-06-08\|6.49\|-3.71\|6.64\|6.73\|6.38\|40431;2026-06-09\|6.44\|-0.77\|6.52\|6.58\|6.38\|34955;2026-06-10\|6.37\|-1.09\|6.45\|6.52\|6.27\|41340;2026-06-11\|6.30\|-1.10\|6.33\|6.42\|6.23\|28437;2026-06-12\|6.35\|0.79\|6.28\|6.37\|6.15\|41944;2026-06-15\|6.27\|-0.48\|6.32\|6.50\|6.20\|45596;2026-06-16\|6.11\|-2.55\|6.29\|6.30\|5.98\|58453;2026-06-17\|6.13\|0.33\|6.27\|6.29\|6.02\|58616;2026-06-18\|6.06\|-1.14\|6.07\|6.11\|5.90\|42644;2026-06-22\|6.09\|0.49\|6.02\|6.10\|5.85\|46485;2026-06-23\|6.16\|1.15\|6.10\|6.28\|6.06\|42433;2026-06-24\|5.96\|-3.25\|6.14\|6.24\|5.92\|52279;2026-06-25\|5.82\|-2.35\|5.97\|5.98\|5.75\|53686;2026-06-26\|5.65\|-2.92\|5.83\|5.83\|5.60\|48458;2026-06-29\|5.65\|0.00\|5.58\|5.68\|5.43\|52906;2026-06-30\|5.52\|-2.30\|5.63\|5.70\|5.47\|49048;2026-07-01\|5.77\|4.53\|5.63\|5.91\|5.51\|74662;2026-07-02\|5.84\|1.21\|5.75\|5.91\|5.65\|61117;2026-07-03\|5.99\|2.57\|5.85\|6.03\|5.82\|49628;2026-07-06\|6.03\|0.67\|5.93\|6.10\|5.90\|48034;2026-07-07\|5.92\|-1.82\|6.02\|6.05\|5.82\|58486;2026-07-08\|5.97\|0.84\|5.88\|6.02\|5.79\|48013;2026-07-09\|5.83\|-2.35\|5.88\|5.93\|5.71\|45237;2026-07-10\|5.86\|0.51\|5.80\|5.96\|5.72\|50504;2026-07-13\|5.68\|-3.07\|5.81\|5.88\|5.66\|46777;2026-07-14\|5.89\|3.70\|5.66\|5.89\|5.60\|51897;2026-07-15\|5.70\|-3.23\|5.80\|5.99\|5.36\|121367;2026-07-16\|5.58\|-2.11\|5.66\|5.83\|5.54\|145267;2026-07-17\|5.35\|-4.12\|5.56\|5.74\|5.30\|108090;2026-07-20\|5.21\|-2.62\|5.35\|5.46\|5.15\|93343;2026-07-21\|5.10\|-2.11\|5.20\|5.23\|4.97\|85587
90371	年报及一季报密集披露	控制权变更+氢能中心+天然气行业原因： 1、3月12日，布伦特原油再度突破100美元/桶，日内涨超9%。 2、据券商中国，伊朗局势最新消息方面，当地时间12日凌晨，两艘外国油轮在伊拉克领海内遭袭。随后，有消息称，伊拉克石油港口全面停止运营。上述消息再度刺激油价上涨。公司原因： 1、据2026年2月26日公告，控股股东顶信瑞通向东阳诺信芯材协议转让29.64%股份已完成过户，公司控股股东变更为诺信芯材，实际控制人变更为孙维佳。 2、据2025年9月12日机构调研，扬州仪征化学工业园区氢能中心制氢母站由公司子公司联合中石化江苏石油分公司投建运营，项目按计划推进，未来将开展制氢、售氢业务。 3、据2024年年报及2025年半年报，公司主营城市燃气，在四川、江西、辽宁、湖北等地拥有特许经营权，服务用户54.8万户，2024年燃气供应收入16.55亿元，占总收入95.28%。	公司主营城市管道燃气和零售商业；一季度净利润同比增长338.1%	2026-03-12\|15.65\|9.98\|14.42\|15.65\|14.15\|295510;2026-03-13\|15.03\|-3.96\|15.65\|15.70\|14.97\|352630;2026-03-16\|14.55\|-3.19\|14.99\|15.16\|14.28\|194067;2026-03-17\|14.22\|-2.27\|14.69\|14.83\|14.22\|162074;2026-03-18\|14.63\|2.88\|14.44\|15.00\|14.01\|246609;2026-03-19\|14.50\|-0.89\|14.71\|14.93\|14.03\|265006;2026-03-20\|13.60\|-6.21\|14.20\|14.35\|13.47\|232003;2026-03-23\|13.73\|0.96\|13.35\|14.08\|13.03\|226076;2026-03-24\|14.97\|9.03\|13.75\|15.08\|13.73\|323387;2026-03-25\|15.12\|1.00\|14.95\|15.22\|14.71\|215977;2026-03-26\|14.73\|-2.58\|15.18\|15.61\|14.68\|194265;2026-03-27\|15.33\|4.07\|14.67\|15.41\|14.60\|208205;2026-03-30\|15.64\|2.02\|15.43\|16.24\|15.11\|248389;2026-03-31\|15.75\|0.70\|15.66\|16.35\|15.61\|254704;2026-04-01\|15.70\|-0.32\|15.88\|16.26\|15.49\|209324;2026-04-02\|16.98\|8.15\|15.70\|17.27\|15.50\|372185;2026-04-03\|16.72\|-1.53\|16.90\|17.48\|16.66\|271591;2026-04-07\|18.13\|8.43\|17.85\|18.39\|17.06\|411167;2026-04-08\|18.21\|0.44\|17.19\|18.69\|17.19\|384332;2026-04-09\|16.88\|-7.30\|18.34\|19.02\|16.72\|455202;2026-04-10\|17.36\|2.84\|17.18\|17.64\|16.39\|324670;2026-04-13\|17.07\|-1.67\|17.30\|18.50\|17.01\|278840;2026-04-14\|16.65\|-2.46\|16.99\|17.13\|16.37\|258445;2026-04-15\|16.66\|0.06\|16.56\|17.05\|16.21\|150617;2026-04-16\|18.33\|10.02\|16.94\|18.33\|16.52\|274932;2026-04-17\|18.76\|2.35\|18.88\|19.45\|18.43\|386878;2026-04-20\|18.34\|-2.24\|18.75\|18.97\|18.15\|244832;2026-04-21\|18.64\|1.64\|18.41\|18.85\|18.21\|241210;2026-04-22\|17.85\|-4.24\|18.28\|19.10\|17.82\|261148;2026-04-23\|19.64\|10.03\|18.17\|19.64\|17.70\|313730;2026-04-24\|21.03\|7.08\|19.64\|21.60\|19.61\|508817;2026-04-27\|23.13\|9.99\|21.80\|23.13\|21.76\|220328;2026-04-28\|25.44\|9.99\|24.00\|25.44\|23.60\|533798;2026-04-29\|26.71\|4.99\|25.89\|27.88\|25.80\|664931;2026-04-30\|25.30\|-5.28\|26.13\|26.60\|24.04\|667102;2026-05-06\|27.00\|6.72\|25.11\|27.32\|24.81\|574762;2026-05-07\|25.74\|-4.67\|27.11\|27.99\|24.38\|707257;2026-05-08\|26.29\|2.14\|25.68\|26.56\|24.40\|486893;2026-05-11\|24.42\|-7.11\|26.39\|26.66\|24.18\|434574;2026-05-12\|22.60\|-7.45\|24.01\|24.20\|21.99\|491276;2026-05-13\|23.66\|4.69\|22.60\|24.30\|22.23\|334660;2026-05-14\|23.40\|-1.10\|23.66\|24.28\|23.40\|229315;2026-05-15\|23.54\|0.60\|23.59\|24.29\|22.88\|282617;2026-05-18\|23.77\|0.98\|22.97\|24.00\|22.40\|229094;2026-05-19\|24.35\|2.44\|23.97\|24.89\|23.69\|302986;2026-05-20\|24.54\|0.78\|24.03\|25.65\|24.03\|314763;2026-05-21\|23.45\|-4.44\|24.49\|25.20\|23.32\|321206;2026-05-22\|23.21\|-1.02\|23.28\|23.65\|22.88\|209651;2026-05-25\|22.30\|-3.92\|23.16\|23.24\|22.01\|213898;2026-05-26\|20.70\|-7.17\|22.20\|22.20\|20.22\|263662;2026-05-27\|21.78\|5.22\|20.50\|22.77\|20.22\|331639;2026-05-28\|21.13\|-2.98\|21.71\|21.85\|20.67\|184719;2026-05-29\|20.59\|-2.56\|21.00\|21.44\|20.45\|132511;2026-06-01\|21.25\|3.21\|20.65\|21.78\|20.48\|164355;2026-06-02\|20.76\|-2.31\|21.26\|21.49\|20.50\|130542;2026-06-03\|20.71\|-0.24\|20.76\|20.95\|20.29\|110689;2026-06-04\|20.39\|-1.55\|20.41\|20.70\|20.04\|96219;2026-06-05\|20.23\|-0.78\|20.39\|21.05\|19.90\|106389;2026-06-08\|19.99\|-1.19\|19.80\|20.64\|19.54\|93550;2026-06-09\|21.50\|7.55\|20.25\|21.74\|19.91\|204839;2026-06-10\|21.87\|1.72\|21.79\|22.09\|20.76\|243783;2026-06-11\|20.63\|-5.67\|21.87\|22.38\|20.42\|233442;2026-06-12\|20.61\|-0.10\|20.42\|21.50\|20.16\|165700;2026-06-15\|22.67\|10.00\|20.43\|22.67\|20.03\|277889;2026-06-16\|23.76\|4.81\|23.00\|24.11\|22.53\|294827;2026-06-17\|25.15\|5.85\|23.76\|25.36\|23.40\|328108;2026-06-18\|25.20\|0.20\|24.92\|26.30\|24.70\|232337;2026-06-22\|26.35\|4.56\|25.28\|26.60\|24.41\|282510;2026-06-23\|24.50\|-7.02\|25.98\|26.50\|24.50\|201603;2026-06-24\|24.06\|-1.80\|24.68\|25.72\|23.75\|217764;2026-06-25\|23.30\|-3.16\|24.00\|24.28\|22.33\|238585;2026-06-26\|21.85\|-6.22\|23.16\|23.16\|21.64\|208500;2026-06-29\|19.90\|-8.92\|21.75\|21.80\|19.67\|331654;2026-06-30\|21.38\|7.44\|19.95\|21.85\|19.70\|234644;2026-07-01\|22.67\|6.03\|21.38\|23.26\|21.02\|206810;2026-07-02\|22.80\|0.57\|22.21\|24.08\|22.21\|202438;2026-07-03\|22.42\|-1.67\|22.87\|23.66\|21.10\|304984;2026-07-06\|24.66\|9.99\|22.87\|24.66\|21.61\|174336;2026-07-07\|26.25\|6.45\|25.40\|26.78\|23.05\|508759;2026-07-08\|23.63\|-9.98\|24.94\|25.25\|23.63\|354870;2026-07-09\|22.23\|-5.92\|22.73\|23.98\|21.90\|310554;2026-07-10\|22.26\|0.14\|21.60\|23.62\|21.22\|288621;2026-07-13\|20.03\|-10.02\|22.00\|22.72\|20.03\|232544;2026-07-14\|19.60\|-2.15\|19.63\|20.13\|18.06\|275600;2026-07-15\|21.56\|10.00\|20.08\|21.56\|19.88\|109106;2026-07-16\|22.05\|2.27\|22.44\|22.85\|21.30\|332120;2026-07-17\|19.85\|-9.98\|21.55\|22.50\|19.85\|236680;2026-07-20\|20.69\|4.23\|21.50\|21.84\|19.67\|242844;2026-07-21\|20.10\|-2.85\|20.33\|20.47\|18.62\|263685
90370	年报及一季报密集披露	电子布织机+固态电池+高端纺机行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	1、国内纺织机械制造业主要企业之一，子公司固态电池锂硫磷氯电解质项目正有序筹建中，设备待交付；一季度净利润同比增长8.07%； 2、全资子公司更名为浙江泰坦机器人，经营范围变更至智能机器人研发、工业机器人制造等	2026-03-12\|18.86\|-3.87\|19.43\|19.84\|18.78\|98683;2026-03-13\|18.40\|-2.44\|18.95\|19.13\|18.38\|77021;2026-03-16\|18.25\|-0.82\|18.40\|18.60\|17.90\|57652;2026-03-17\|18.31\|0.33\|18.40\|18.83\|18.18\|78999;2026-03-18\|19.65\|7.32\|18.40\|19.77\|18.18\|120368;2026-03-19\|20.45\|4.07\|19.71\|21.50\|19.58\|149436;2026-03-20\|20.30\|-0.73\|20.45\|21.57\|20.01\|125380;2026-03-23\|20.56\|1.28\|20.15\|21.88\|20.15\|145012;2026-03-24\|22.20\|7.98\|21.23\|22.40\|21.19\|163306;2026-03-25\|23.27\|4.82\|22.50\|23.74\|22.15\|188016;2026-03-26\|24.50\|5.29\|23.24\|25.00\|22.22\|206544;2026-03-27\|24.64\|0.57\|24.00\|25.18\|23.04\|176990;2026-03-30\|27.10\|9.98\|24.19\|27.10\|24.10\|184803;2026-03-31\|27.86\|2.80\|26.91\|28.88\|26.85\|211833;2026-04-01\|26.29\|-5.64\|27.46\|28.22\|25.82\|212748;2026-04-02\|24.94\|-5.13\|26.03\|26.19\|24.70\|167540;2026-04-03\|24.18\|-3.05\|25.19\|25.30\|23.50\|113802;2026-04-07\|24.00\|-0.74\|24.15\|24.56\|23.68\|78939;2026-04-08\|24.47\|1.96\|24.31\|24.64\|23.55\|92520;2026-04-09\|24.07\|-1.63\|24.00\|24.32\|23.50\|78767;2026-04-10\|26.48\|10.01\|24.29\|26.48\|24.01\|89473;2026-04-13\|27.75\|4.80\|26.40\|29.13\|25.89\|344701;2026-04-14\|27.00\|-2.70\|28.44\|28.88\|26.52\|218601;2026-04-15\|29.70\|10.00\|26.76\|29.70\|26.11\|136174;2026-04-16\|28.94\|-2.56\|29.70\|29.70\|28.21\|209947;2026-04-17\|28.35\|-2.04\|28.36\|28.89\|27.52\|116083;2026-04-20\|27.70\|-2.29\|28.16\|28.40\|27.55\|100405;2026-04-21\|27.53\|-0.61\|27.77\|28.35\|27.27\|125706;2026-04-22\|28.88\|4.90\|27.24\|29.50\|27.06\|170946;2026-04-23\|30.54\|5.75\|28.40\|31.28\|28.40\|181365;2026-04-24\|33.59\|9.99\|30.46\|33.59\|30.00\|203251;2026-04-27\|36.95\|10.00\|36.28\|36.95\|36.28\|33930;2026-04-28\|33.83\|-8.44\|37.10\|38.25\|33.55\|320717;2026-04-29\|35.05\|3.61\|33.93\|35.18\|31.99\|266122;2026-04-30\|32.75\|-6.56\|34.30\|35.82\|32.08\|222068;2026-05-06\|35.40\|8.09\|33.71\|35.84\|33.40\|218329;2026-05-07\|38.10\|7.63\|34.49\|38.27\|33.95\|171138;2026-05-08\|41.91\|10.00\|39.25\|41.91\|39.24\|49974;2026-05-11\|42.64\|1.74\|44.11\|44.11\|39.75\|222612;2026-05-12\|43.52\|2.06\|42.50\|44.68\|40.61\|184372;2026-05-13\|44.00\|1.10\|43.55\|46.50\|41.90\|188999;2026-05-14\|45.16\|2.64\|44.10\|45.36\|42.34\|137405;2026-05-15\|42.85\|-5.12\|43.50\|45.18\|41.78\|148855;2026-05-18\|42.06\|-1.84\|42.33\|45.61\|40.86\|124294;2026-05-19\|41.80\|-0.62\|41.60\|42.40\|39.35\|121708;2026-05-20\|45.98\|10.00\|41.29\|45.98\|40.77\|129080;2026-05-21\|47.41\|3.11\|46.01\|49.41\|45.61\|178032;2026-05-22\|50.89\|7.34\|47.90\|51.00\|46.92\|149809;2026-05-25\|55.98\|10.00\|50.62\|55.98\|49.60\|142650;2026-05-26\|61.58\|10.00\|57.98\|61.58\|56.90\|186030;2026-05-27\|64.87\|5.34\|60.12\|66.58\|60.12\|169223;2026-05-28\|71.36\|10.00\|63.00\|71.36\|62.92\|136248;2026-05-29\|71.00\|-0.41\|73.47\|78.42\|69.60\|217986;2026-06-01\|71.80\|1.13\|71.01\|73.12\|69.00\|152894;2026-06-02\|67.80\|-5.57\|68.22\|70.51\|64.62\|166442;2026-06-03\|68.05\|0.37\|69.50\|72.44\|67.00\|135271;2026-06-04\|74.86\|10.01\|68.51\|74.86\|66.98\|105157;2026-06-05\|82.35\|10.01\|78.00\|82.35\|77.13\|164088;2026-06-08\|74.50\|-9.53\|81.12\|82.33\|74.12\|160932;2026-06-09\|81.95\|10.00\|78.60\|81.95\|76.92\|93343;2026-06-10\|80.60\|-1.65\|83.42\|83.96\|76.21\|141761;2026-06-11\|80.19\|-0.51\|79.15\|82.00\|77.18\|92443;2026-06-12\|82.16\|2.46\|79.88\|85.61\|79.00\|127193;2026-06-15\|90.38\|10.00\|80.79\|90.38\|80.79\|92035;2026-06-16\|98.21\|8.66\|95.00\|99.11\|91.89\|138673;2026-06-17\|104.79\|6.70\|97.32\|104.79\|95.49\|114195;2026-06-18\|98.80\|-5.72\|97.00\|103.28\|94.36\|147488;2026-06-22\|96.83\|-1.99\|97.29\|98.25\|88.99\|139024;2026-06-23\|91.20\|-5.81\|93.13\|94.12\|89.95\|72530;2026-06-24\|89.63\|-1.72\|89.00\|92.79\|86.58\|79018;2026-06-25\|93.40\|4.21\|88.00\|94.00\|84.51\|110544;2026-06-26\|100.60\|7.71\|91.72\|102.04\|89.00\|124431;2026-06-29\|92.18\|-8.37\|96.43\|100.62\|90.54\|94336;2026-06-30\|92.49\|0.34\|91.47\|93.63\|88.98\|66781;2026-07-01\|89.38\|-3.36\|94.04\|94.04\|86.85\|55378;2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|73.01\|-7.73\|80.59\|80.73\|72.16\|70733;2026-07-14\|75.55\|3.48\|73.94\|80.00\|72.62\|61111;2026-07-15\|70.45\|-6.75\|76.15\|78.54\|70.05\|57809;2026-07-16\|66.26\|-5.95\|69.61\|71.20\|65.60\|55338;2026-07-17\|59.63\|-10.01\|66.37\|66.56\|59.63\|70465;2026-07-20\|53.67\|-9.99\|60.00\|62.00\|53.67\|72042;2026-07-21\|53.55\|-0.22\|52.90\|54.42\|48.30\|116059
90369	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-03-12\|106.01\|-1.02\|107.00\|108.55\|104.95\|288820;2026-03-13\|107.06\|0.99\|105.02\|107.83\|104.50\|341633;2026-03-16\|108.60\|1.44\|106.31\|110.32\|105.50\|422555;2026-03-17\|106.02\|-2.38\|108.54\|108.58\|105.99\|295718;2026-03-18\|106.60\|0.55\|105.78\|106.88\|105.25\|263346;2026-03-19\|105.96\|-0.60\|105.01\|107.69\|104.51\|378656;2026-03-20\|102.18\|-3.57\|105.20\|105.72\|102.18\|381295;2026-03-23\|98.04\|-4.05\|100.01\|101.99\|97.40\|506671;2026-03-24\|99.25\|1.23\|98.90\|99.37\|97.25\|336803;2026-03-25\|99.99\|0.75\|99.67\|100.94\|99.28\|321306;2026-03-26\|96.88\|-3.11\|99.55\|99.70\|96.55\|313199;2026-03-27\|97.50\|0.64\|96.00\|98.39\|95.87\|280875;2026-03-30\|95.83\|-1.71\|95.80\|96.19\|94.00\|328870;2026-03-31\|94.05\|-1.86\|95.80\|97.40\|94.00\|293839;2026-04-01\|96.33\|2.42\|96.40\|96.70\|94.81\|325648;2026-04-02\|93.20\|-3.25\|95.50\|95.79\|92.51\|293828;2026-04-03\|91.78\|-1.52\|93.41\|93.94\|91.76\|216462;2026-04-07\|95.62\|4.18\|91.50\|96.99\|91.20\|458242;2026-04-08\|101.18\|5.81\|99.02\|101.54\|99.02\|544697;2026-04-09\|99.72\|-1.44\|99.40\|101.20\|99.20\|310717;2026-04-10\|101.01\|1.29\|101.00\|102.79\|100.68\|406305;2026-04-13\|100.64\|-0.37\|99.85\|102.80\|99.72\|351885;2026-04-14\|101.52\|0.87\|102.10\|102.28\|100.38\|370911;2026-04-15\|103.91\|2.35\|102.05\|106.10\|101.80\|704839;2026-04-16\|104.18\|0.26\|103.50\|105.00\|103.00\|393721;2026-04-17\|105.23\|1.01\|103.82\|107.30\|103.27\|503755;2026-04-20\|107.96\|2.59\|105.93\|108.60\|105.01\|547703;2026-04-21\|107.46\|-0.46\|107.33\|108.15\|105.68\|372584;2026-04-22\|107.87\|0.38\|106.80\|108.08\|106.50\|375217;2026-04-23\|105.98\|-1.75\|108.88\|109.12\|105.20\|441491;2026-04-24\|110.96\|4.70\|105.58\|113.25\|104.61\|910704;2026-04-27\|116.58\|5.06\|113.25\|117.69\|112.60\|970296;2026-04-28\|114.00\|-2.21\|115.24\|117.64\|113.02\|625007;2026-04-29\|112.47\|-1.34\|113.35\|113.82\|109.78\|514883;2026-04-30\|118.73\|5.57\|113.31\|119.88\|113.30\|1018383;2026-05-06\|123.10\|3.68\|122.00\|128.12\|121.74\|1292941;2026-05-07\|125.34\|1.82\|125.11\|127.48\|122.22\|842774;2026-05-08\|120.31\|-4.01\|122.90\|123.19\|120.05\|708618;2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.64\|-4.57\|160.00\|162.78\|150.25\|834883;2026-07-16\|151.80\|-1.20\|146.00\|160.47\|145.99\|842586;2026-07-17\|139.88\|-7.85\|150.01\|155.51\|139.02\|1029520;2026-07-20\|144.00\|2.95\|145.00\|147.47\|138.11\|939425;2026-07-21\|160.00\|11.11\|148.00\|161.40\|140.58\|113980756
90368	英特尔、德州仪器等业绩超预期，股价大涨	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|11419556
90367	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头	2026-03-12\|94.90\|-1.13\|96.02\|96.69\|94.58\|25473;2026-03-13\|93.67\|-1.30\|94.27\|94.78\|93.51\|21623;2026-03-16\|94.98\|1.40\|93.34\|95.34\|92.96\|29740;2026-03-17\|89.95\|-5.30\|95.00\|95.20\|89.40\|83049;2026-03-18\|90.49\|0.60\|89.90\|90.52\|88.88\|35030;2026-03-19\|88.04\|-2.71\|89.05\|89.76\|87.66\|42893;2026-03-20\|86.00\|-2.32\|88.20\|88.73\|86.00\|36850;2026-03-23\|81.22\|-5.56\|85.00\|85.32\|80.83\|55126;2026-03-24\|82.33\|1.37\|82.60\|82.77\|80.74\|39092;2026-03-25\|84.02\|2.05\|82.94\|84.38\|82.61\|32712;2026-03-26\|82.43\|-1.89\|84.00\|84.30\|82.07\|24415;2026-03-27\|83.22\|0.96\|80.74\|83.85\|80.74\|25649;2026-03-30\|82.35\|-1.05\|82.00\|82.91\|81.68\|24012;2026-03-31\|81.12\|-1.49\|82.02\|83.45\|81.10\|25093;2026-04-01\|83.14\|2.49\|82.53\|83.38\|82.36\|27990;2026-04-02\|81.15\|-2.39\|82.77\|82.96\|80.63\|26509;2026-04-03\|82.30\|1.42\|81.69\|83.35\|80.20\|40226;2026-04-07\|82.17\|-0.16\|82.37\|83.50\|81.71\|31661;2026-04-08\|85.48\|4.03\|84.12\|85.50\|83.63\|58582;2026-04-09\|84.20\|-1.50\|84.18\|84.96\|83.62\|34793;2026-04-10\|84.51\|0.37\|84.70\|85.80\|84.46\|43706;2026-04-13\|84.39\|-0.14\|83.01\|85.19\|83.00\|37624;2026-04-14\|86.36\|2.33\|85.00\|86.49\|84.82\|52667;2026-04-15\|85.25\|-1.29\|86.80\|86.88\|85.15\|45735;2026-04-16\|85.12\|-0.15\|85.32\|85.88\|84.50\|38548;2026-04-17\|85.85\|0.86\|84.80\|86.50\|83.59\|47373;2026-04-20\|87.70\|2.15\|85.88\|89.62\|85.53\|69022;2026-04-21\|85.50\|-2.51\|87.50\|87.50\|84.76\|46375;2026-04-22\|87.20\|1.99\|85.50\|87.33\|84.70\|46312;2026-04-23\|86.78\|-0.48\|87.20\|88.69\|86.25\|51244;2026-04-24\|87.15\|0.43\|86.41\|88.33\|85.59\|50646;2026-04-27\|92.77\|6.45\|88.00\|94.00\|87.50\|126069;2026-04-28\|82.60\|-10.96\|87.90\|87.90\|82.33\|163288;2026-04-29\|84.65\|2.48\|82.34\|85.60\|81.43\|97266;2026-04-30\|88.82\|4.93\|86.58\|90.50\|84.56\|143005;2026-05-06\|90.22\|1.58\|89.91\|92.70\|89.58\|114390;2026-05-07\|92.53\|2.56\|91.12\|92.98\|90.90\|92787;2026-05-08\|92.20\|-0.36\|92.00\|93.90\|91.09\|83592;2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.13\|-5.70\|116.00\|116.66\|107.98\|162590;2026-07-16\|106.21\|-3.56\|106.04\|112.63\|104.95\|135407;2026-07-17\|97.50\|-8.20\|106.29\|108.50\|97.00\|154466;2026-07-20\|93.72\|-3.88\|100.00\|100.79\|90.97\|154432;2026-07-21\|99.89\|6.58\|95.13\|100.70\|93.61\|139164
90366	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中，MOCVD设备技术实力和市占率位居世界前列	2026-03-12\|315.33\|-1.55\|320.00\|326.29\|313.33\|72846;2026-03-13\|312.93\|-0.76\|312.14\|316.29\|309.07\|66910;2026-03-16\|320.77\|2.51\|314.99\|321.44\|303.10\|108614;2026-03-17\|313.01\|-2.42\|318.80\|324.89\|312.80\|78428;2026-03-18\|320.93\|2.53\|315.00\|322.38\|314.00\|89185;2026-03-19\|314.10\|-2.13\|316.00\|318.88\|312.50\|58670;2026-03-20\|309.30\|-1.53\|315.67\|319.90\|308.84\|86019;2026-03-23\|297.50\|-3.82\|303.00\|308.93\|295.05\|101174;2026-03-24\|300.45\|0.99\|302.00\|304.50\|293.67\|84297;2026-03-25\|311.58\|3.70\|305.00\|314.87\|303.10\|86427;2026-03-26\|306.00\|-1.79\|308.52\|311.58\|305.01\|59026;2026-03-27\|305.61\|-0.13\|301.39\|310.80\|299.52\|65321;2026-03-30\|316.74\|3.64\|303.03\|322.22\|301.01\|103700;2026-03-31\|306.38\|-3.27\|318.00\|322.98\|306.09\|80954;2026-04-01\|313.54\|2.34\|314.33\|318.88\|310.63\|74212;2026-04-02\|299.19\|-4.58\|312.00\|312.00\|296.03\|86839;2026-04-03\|293.50\|-1.90\|303.48\|303.48\|292.33\|58920;2026-04-07\|293.60\|0.03\|294.00\|300.29\|292.34\|59465;2026-04-08\|317.69\|8.21\|305.00\|322.25\|304.50\|158121;2026-04-09\|321.30\|1.14\|314.03\|329.39\|311.03\|131581;2026-04-10\|324.00\|0.84\|326.30\|331.63\|322.92\|92571;2026-04-13\|316.58\|-2.29\|322.00\|323.49\|315.69\|93634;2026-04-14\|324.50\|2.50\|321.58\|329.76\|320.06\|127950;2026-04-15\|320.36\|-1.28\|327.95\|334.66\|319.00\|137646;2026-04-16\|318.50\|-0.58\|323.10\|324.50\|316.00\|105012;2026-04-17\|314.00\|-1.41\|316.50\|320.30\|309.20\|138602;2026-04-20\|313.54\|-0.15\|309.58\|317.50\|303.88\|113499;2026-04-21\|308.88\|-1.49\|314.85\|314.95\|305.58\|95884;2026-04-22\|319.99\|3.60\|308.88\|320.78\|308.18\|153356;2026-04-23\|315.05\|-1.54\|322.00\|323.80\|311.00\|117909;2026-04-24\|323.38\|2.64\|317.00\|327.80\|309.50\|172672;2026-04-27\|352.01\|8.85\|329.13\|355.00\|322.78\|262271;2026-04-28\|362.27\|2.91\|353.02\|373.11\|353.01\|213024;2026-04-29\|359.76\|-0.69\|358.92\|364.00\|349.53\|144079;2026-04-30\|376.30\|4.60\|360.00\|379.00\|355.55\|191654;2026-05-06\|383.30\|1.86\|400.00\|412.22\|381.20\|237892;2026-05-07\|384.60\|0.34\|390.00\|393.00\|377.27\|170080;2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|379947;2026-07-13\|408.60\|-5.96\|421.47\|443.60\|402.03\|363808;2026-07-14\|405.30\|-0.81\|400.43\|415.00\|379.00\|356430;2026-07-15\|391.29\|-3.46\|414.00\|414.80\|385.85\|261113;2026-07-16\|361.42\|-7.63\|383.18\|391.00\|359.09\|318691;2026-07-17\|350.69\|-2.97\|364.62\|368.04\|341.86\|371244;2026-07-20\|342.50\|-2.34\|355.00\|361.97\|332.99\|366847;2026-07-21\|407.89\|19.09\|352.97\|409.00\|341.02\|44991412
90365	英特尔、德州仪器等业绩超预期，股价大涨	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	内存接口芯片领域龙头，预告年报净利润同比增长52.29%-66.46%	2026-03-12\|147.85\|-1.30\|149.05\|151.09\|146.29\|235286;2026-03-13\|146.50\|-0.91\|146.77\|150.45\|145.24\|265749;2026-03-16\|152.50\|4.10\|147.00\|153.71\|145.40\|409655;2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|92938640
90364	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-03-12\|457.99\|-0.87\|457.00\|462.00\|450.84\|67478;2026-03-13\|457.88\|-0.02\|450.00\|464.70\|449.10\|64469;2026-03-16\|454.71\|-0.69\|455.55\|457.80\|442.03\|73655;2026-03-17\|450.00\|-1.04\|456.01\|464.36\|449.00\|53996;2026-03-18\|462.45\|2.77\|453.70\|464.00\|451.50\|65998;2026-03-19\|461.63\|-0.18\|457.59\|465.19\|454.01\|51043;2026-03-20\|468.72\|1.54\|461.48\|474.02\|458.50\|81385;2026-03-23\|444.39\|-5.19\|461.50\|462.00\|443.00\|77369;2026-03-24\|444.00\|-0.09\|449.59\|453.45\|437.79\|47309;2026-03-25\|464.20\|4.55\|449.90\|467.60\|448.39\|87337;2026-03-26\|446.11\|-3.90\|459.56\|461.60\|445.70\|61011;2026-03-27\|452.98\|1.54\|439.50\|457.97\|434.50\|58054;2026-03-30\|468.84\|3.50\|444.11\|470.01\|442.12\|80806;2026-03-31\|447.00\|-4.66\|464.90\|466.99\|447.00\|69566;2026-04-01\|450.53\|0.79\|455.20\|461.24\|450.02\|63355;2026-04-02\|438.00\|-2.78\|450.59\|451.80\|435.22\|74915;2026-04-03\|426.45\|-2.64\|439.10\|440.60\|424.06\|66885;2026-04-07\|424.08\|-0.56\|425.06\|431.00\|422.25\|45824;2026-04-08\|463.98\|9.41\|437.00\|465.97\|437.00\|141948;2026-04-09\|472.84\|1.91\|461.00\|478.00\|458.01\|93029;2026-04-10\|476.89\|0.86\|475.00\|484.41\|475.00\|77583;2026-04-13\|472.50\|-0.92\|475.90\|480.50\|467.20\|65090;2026-04-14\|481.60\|1.93\|478.00\|492.00\|476.11\|74114;2026-04-15\|475.00\|-1.37\|483.06\|485.00\|473.99\|63951;2026-04-16\|473.56\|-0.30\|475.00\|477.88\|467.64\|63248;2026-04-17\|469.91\|-0.77\|470.00\|476.50\|464.80\|95465;2026-04-20\|471.23\|0.28\|447.00\|476.13\|445.00\|186837;2026-04-21\|450.36\|-4.43\|471.96\|472.00\|446.71\|160056;2026-04-22\|477.95\|6.13\|449.00\|478.00\|448.00\|174383;2026-04-23\|475.00\|-0.62\|478.00\|484.95\|470.58\|97353;2026-04-24\|472.70\|-0.48\|475.03\|485.22\|463.80\|129793;2026-04-27\|516.25\|9.21\|481.20\|519.90\|475.96\|204329;2026-04-28\|517.21\|0.19\|511.54\|537.25\|504.00\|138254;2026-04-29\|510.71\|-1.26\|510.22\|517.22\|502.20\|93026;2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376
90363	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-03-12\|171.50\|0.76\|169.78\|174.00\|167.20\|51259;2026-03-13\|163.75\|-4.52\|168.00\|170.00\|161.80\|126583;2026-03-16\|167.66\|2.39\|165.00\|168.40\|158.79\|76883;2026-03-17\|162.79\|-2.90\|167.67\|168.32\|161.88\|42990;2026-03-18\|162.98\|0.12\|164.08\|164.68\|160.87\|35216;2026-03-19\|160.89\|-1.28\|159.00\|162.60\|157.00\|41838;2026-03-20\|164.41\|2.19\|161.97\|167.20\|160.00\|50028;2026-03-23\|155.70\|-5.30\|164.90\|164.90\|152.41\|56286;2026-03-24\|158.60\|1.86\|156.90\|159.74\|154.06\|36089;2026-03-25\|158.08\|-0.33\|158.96\|165.50\|157.68\|48964;2026-03-26\|155.72\|-1.49\|157.70\|160.33\|155.05\|41503;2026-03-27\|157.09\|0.88\|154.15\|158.38\|153.00\|34390;2026-03-30\|158.97\|1.20\|154.03\|162.99\|153.01\|56694;2026-03-31\|152.05\|-4.35\|159.00\|160.98\|152.05\|38517;2026-04-01\|158.23\|4.06\|158.10\|161.00\|156.00\|39556;2026-04-02\|150.38\|-4.96\|158.89\|158.89\|147.98\|46482;2026-04-03\|151.69\|0.87\|151.50\|154.13\|149.26\|28818;2026-04-07\|152.05\|0.24\|154.00\|154.50\|150.40\|25405;2026-04-08\|164.91\|8.46\|158.21\|165.50\|156.91\|65445;2026-04-09\|170.79\|3.57\|164.80\|176.39\|163.08\|68271;2026-04-10\|170.72\|-0.04\|174.20\|178.85\|170.35\|50405;2026-04-13\|165.60\|-3.00\|166.37\|169.90\|164.50\|55355;2026-04-14\|177.28\|7.05\|167.65\|182.72\|166.17\|77440;2026-04-15\|173.83\|-1.95\|178.53\|180.98\|172.59\|48276;2026-04-16\|176.49\|1.53\|173.80\|180.06\|171.05\|42951;2026-04-17\|177.20\|0.40\|175.50\|177.90\|173.55\|42210;2026-04-20\|170.25\|-3.92\|174.21\|174.99\|163.03\|98659;2026-04-21\|160.80\|-5.55\|170.00\|170.34\|160.16\|69777;2026-04-22\|171.88\|6.89\|160.15\|174.72\|160.15\|113613;2026-04-23\|167.12\|-2.77\|173.60\|173.60\|163.60\|52948;2026-04-24\|167.62\|0.30\|168.70\|171.28\|162.45\|59831;2026-04-27\|184.57\|10.11\|170.90\|188.86\|169.02\|128497;2026-04-28\|185.19\|0.34\|182.00\|191.20\|180.33\|87953;2026-04-29\|187.60\|1.30\|176.75\|188.59\|176.75\|79402;2026-04-30\|196.60\|4.80\|184.22\|198.88\|183.17\|86255;2026-05-06\|192.41\|-2.13\|197.00\|208.55\|192.35\|91161;2026-05-07\|197.99\|2.90\|194.60\|200.99\|191.21\|58490;2026-05-08\|191.30\|-3.38\|196.02\|200.30\|190.00\|53497;2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|16630097
90362	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：灿芯股份4月27日涨停，受益于AI芯片设计公司流片需求集中释放，公司作为境内第二大芯片设计服务商深度绑定中芯国际产能；涨停缘由：公司提供从架构定义到量产的一站式芯片定制服务，已承接多家AI初创企业7nm/5nm流片订单；中芯国际产能利用率回升至95%以上，代工价格稳中有升；资金逻辑：主力资金净流入超6200万元，融资余额单周增长18%，板块内小市值设计服务商弹性最大；风险提示：设计服务毛利率偏低，盈利受项目结构影响大；AI芯片流片失败率较高带来项目回款风险	公司是全球第五、境内第二的芯片设计服务商，与中芯国际已建立长期战略合作关系	2026-03-12\|110.02\|-2.31\|112.01\|115.97\|108.00\|49555;2026-03-13\|106.57\|-3.14\|108.60\|111.29\|106.00\|39583;2026-03-16\|109.01\|2.29\|106.26\|110.93\|104.87\|43712;2026-03-17\|104.25\|-4.37\|109.99\|109.99\|103.89\|42020;2026-03-18\|106.38\|2.04\|104.99\|106.57\|103.10\|37153;2026-03-19\|99.91\|-6.08\|103.00\|105.00\|99.10\|71251;2026-03-20\|97.92\|-1.99\|101.71\|103.47\|97.92\|50730;2026-03-23\|90.90\|-7.17\|95.80\|96.90\|90.00\|51375;2026-03-24\|94.40\|3.85\|93.60\|95.70\|90.28\|46993;2026-03-25\|97.13\|2.89\|96.00\|99.12\|94.72\|45820;2026-03-26\|93.04\|-4.21\|97.10\|98.77\|92.70\|35088;2026-03-27\|94.10\|1.14\|93.00\|95.21\|91.37\|31973;2026-03-30\|93.79\|-0.33\|92.69\|94.60\|91.60\|29318;2026-03-31\|88.80\|-5.32\|94.10\|94.10\|88.80\|40908;2026-04-01\|94.55\|6.48\|92.00\|95.85\|91.39\|59466;2026-04-02\|90.09\|-4.72\|93.66\|94.50\|88.71\|42404;2026-04-03\|88.35\|-1.93\|90.91\|91.30\|87.58\|35715;2026-04-07\|91.16\|3.18\|89.00\|93.43\|89.00\|42705;2026-04-08\|99.56\|9.21\|95.43\|99.82\|94.00\|66796;2026-04-09\|97.50\|-2.07\|97.00\|100.10\|96.55\|46752;2026-04-10\|99.10\|1.64\|98.50\|102.20\|98.36\|63863;2026-04-13\|104.11\|5.06\|98.50\|106.89\|98.48\|82024;2026-04-14\|109.04\|4.74\|106.69\|112.66\|105.00\|98784;2026-04-15\|105.45\|-3.29\|110.02\|110.80\|104.66\|70084;2026-04-16\|107.34\|1.79\|106.59\|108.00\|104.25\|53728;2026-04-17\|105.48\|-1.73\|105.96\|108.05\|104.43\|52249;2026-04-20\|105.25\|-0.22\|104.60\|107.70\|103.54\|43076;2026-04-21\|101.63\|-3.44\|104.24\|104.24\|99.60\|53259;2026-04-22\|103.60\|1.94\|101.70\|103.78\|99.60\|56573;2026-04-23\|98.00\|-5.41\|103.99\|105.20\|96.10\|70736;2026-04-24\|103.26\|5.37\|97.73\|108.10\|95.47\|122370;2026-04-27\|114.00\|10.40\|105.33\|114.80\|103.30\|148520;2026-04-28\|105.20\|-7.72\|112.00\|113.99\|104.52\|97674;2026-04-29\|106.00\|0.76\|104.01\|107.21\|100.68\|64565;2026-04-30\|122.80\|15.85\|108.36\|125.00\|108.00\|174963;2026-05-06\|124.06\|1.03\|125.48\|133.00\|119.90\|210319;2026-05-07\|125.90\|1.48\|124.43\|127.00\|122.00\|116300;2026-05-08\|119.54\|-5.05\|122.22\|123.92\|119.08\|115259;2026-05-11\|123.81\|3.57\|121.55\|126.66\|119.68\|127968;2026-05-12\|121.11\|-2.18\|122.58\|124.71\|117.50\|93538;2026-05-13\|120.48\|-0.52\|118.10\|121.28\|115.18\|84070;2026-05-14\|116.47\|-3.33\|122.96\|124.69\|116.40\|92443;2026-05-15\|112.31\|-3.57\|116.40\|120.26\|110.01\|96038;2026-05-18\|108.10\|-3.75\|111.19\|114.39\|107.00\|97262;2026-05-19\|122.14\|12.99\|109.92\|122.85\|106.88\|157270;2026-05-20\|128.46\|5.17\|122.00\|134.00\|118.41\|195128;2026-05-21\|118.67\|-7.62\|128.43\|130.00\|116.66\|134596;2026-05-22\|122.70\|3.40\|120.09\|125.96\|116.20\|109317;2026-05-25\|133.00\|8.39\|122.50\|138.50\|122.43\|166143;2026-05-26\|125.26\|-5.82\|131.10\|131.98\|121.60\|133737;2026-05-27\|116.00\|-7.39\|127.17\|127.79\|113.62\|127101;2026-05-28\|118.67\|2.30\|113.30\|123.60\|112.00\|109433;2026-05-29\|105.80\|-10.85\|118.40\|118.65\|104.23\|120538;2026-06-01\|98.10\|-7.28\|106.49\|107.82\|98.00\|75564;2026-06-02\|97.45\|-0.66\|98.12\|100.83\|94.33\|65179;2026-06-03\|98.50\|1.08\|98.51\|102.99\|96.80\|66161;2026-06-04\|98.85\|0.36\|96.80\|101.95\|96.00\|58680;2026-06-05\|95.10\|-3.79\|96.50\|101.00\|94.36\|64483;2026-06-08\|90.48\|-4.86\|88.14\|93.76\|88.13\|50068;2026-06-09\|94.94\|4.93\|92.00\|96.45\|91.01\|50411;2026-06-10\|93.50\|-1.52\|93.31\|97.12\|91.01\|40315;2026-06-11\|93.85\|0.37\|91.93\|95.99\|91.93\|37847;2026-06-12\|95.67\|1.94\|96.76\|98.85\|93.23\|50909;2026-06-15\|98.08\|2.52\|95.70\|99.53\|95.00\|62320;2026-06-16\|97.53\|-0.56\|98.08\|99.56\|96.15\|58805;2026-06-17\|100.44\|2.98\|95.58\|101.20\|95.01\|68167;2026-06-18\|106.58\|6.11\|100.13\|108.60\|99.60\|83782;2026-06-22\|101.50\|-4.77\|106.21\|106.66\|98.53\|79094;2026-06-23\|101.55\|0.05\|100.00\|105.28\|97.13\|53541;2026-06-24\|107.62\|5.98\|100.25\|110.78\|98.09\|102105;2026-06-25\|109.60\|1.84\|107.62\|112.49\|101.80\|120340;2026-06-26\|103.00\|-6.02\|106.30\|107.63\|100.80\|85759;2026-06-29\|101.01\|-1.93\|102.10\|105.88\|96.96\|82566;2026-06-30\|115.93\|14.77\|101.86\|116.60\|100.80\|149662;2026-07-01\|110.50\|-4.68\|117.59\|119.16\|109.30\|102621;2026-07-02\|103.82\|-6.05\|108.00\|114.18\|102.10\|81805;2026-07-03\|99.56\|-4.10\|103.00\|105.50\|99.18\|83986;2026-07-06\|97.30\|-2.27\|100.23\|101.50\|93.10\|74734;2026-07-07\|98.37\|1.10\|95.58\|101.56\|94.10\|57105;2026-07-08\|113.98\|15.87\|103.33\|118.04\|103.33\|261287;2026-07-09\|116.05\|1.82\|113.00\|117.00\|106.29\|195540;2026-07-10\|107.51\|-7.36\|117.56\|120.70\|107.51\|123712;2026-07-13\|106.27\|-1.15\|104.20\|111.86\|103.88\|98856;2026-07-14\|103.68\|-2.44\|107.00\|107.99\|96.81\|107811;2026-07-15\|96.49\|-6.93\|104.84\|105.00\|93.82\|95147;2026-07-16\|92.23\|-4.42\|93.60\|99.36\|91.60\|79268;2026-07-17\|77.09\|-16.42\|91.19\|92.09\|76.92\|104305;2026-07-20\|70.06\|-9.12\|78.88\|80.00\|67.49\|90650;2026-07-21\|74.80\|6.77\|72.00\|75.18\|61.10\|9968500
90361	英特尔、德州仪器等业绩超预期，股价大涨	OLED蒸发源+中标京东方+一季报增长行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、公司主营OLED有机发光材料与蒸发源设备，是国内少数可向高世代OLED产线提供线性蒸发源的供应商，已中标京东方第8.6代AMOLED生产线项目，金额6.55亿元。 2、据2026年5月27日公告，公司全资子公司上海升翕中标绵阳京东方PNL工厂技术升级改造项目一期，中标金额4369.54万元，巩固蒸发源核心供应商地位；据2026年6月2日互动易，国内技改项目预计涉及4条产线。 3、据2026年一季报，公司实现营收2.35亿元，同比增长53.55%；归母净利润8008.75万元，同比增长214.86%，主要系蒸发源设备销售收入大幅增长所致。	1、公司在封装材料、PDL 材料（显示用光刻胶）、蒸镀机等“卡脖子”产品上也有所突破，并延伸布局钙钛矿业务； 2、公司称产品可以应用于VR/MR和智能穿戴领域，公司围绕硅基显示（Micro OLED）技术的特性，不仅完成了材料的积累，也实现了器件结构和全套材料技术的开发	2026-03-12\|39.05\|-0.74\|39.40\|39.57\|38.45\|35588;2026-03-13\|38.36\|-1.77\|39.00\|39.34\|38.19\|33533;2026-03-16\|37.40\|-2.50\|38.12\|38.33\|37.30\|37473;2026-03-17\|36.80\|-1.60\|37.74\|38.10\|36.74\|31161;2026-03-18\|37.06\|0.71\|37.00\|37.22\|36.20\|31130;2026-03-19\|35.64\|-3.83\|36.60\|36.60\|35.52\|41502;2026-03-20\|34.71\|-2.61\|35.88\|36.19\|34.65\|32296;2026-03-23\|32.67\|-5.88\|33.98\|34.65\|32.22\|62202;2026-03-24\|33.49\|2.51\|33.37\|33.60\|31.80\|48339;2026-03-25\|34.88\|4.15\|33.50\|35.00\|33.50\|39713;2026-03-26\|35.16\|0.80\|35.30\|35.80\|34.60\|35994;2026-03-27\|35.85\|1.96\|34.40\|35.97\|34.25\|43945;2026-03-30\|35.02\|-2.32\|35.26\|35.92\|34.88\|28486;2026-03-31\|34.53\|-1.40\|35.10\|35.20\|34.16\|32044;2026-04-01\|34.63\|0.29\|35.22\|35.58\|34.47\|33464;2026-04-02\|33.42\|-3.49\|33.22\|34.80\|32.61\|59812;2026-04-03\|33.42\|0.00\|33.65\|34.18\|33.13\|33690;2026-04-07\|33.76\|1.02\|33.17\|34.40\|33.12\|34602;2026-04-08\|36.47\|8.03\|34.98\|36.49\|34.30\|61520;2026-04-09\|36.51\|0.11\|36.00\|36.93\|35.50\|45939;2026-04-10\|36.85\|0.93\|36.31\|37.19\|36.31\|32041;2026-04-13\|37.70\|2.31\|36.72\|37.93\|36.13\|42856;2026-04-14\|37.61\|-0.24\|38.49\|38.49\|37.18\|38872;2026-04-15\|36.90\|-1.89\|37.61\|38.18\|36.79\|41345;2026-04-16\|37.56\|1.79\|36.89\|37.69\|36.61\|33502;2026-04-17\|37.84\|0.75\|37.18\|38.54\|37.18\|42263;2026-04-20\|38.45\|1.61\|37.89\|39.49\|37.65\|65132;2026-04-21\|38.98\|1.38\|38.59\|39.22\|38.17\|47608;2026-04-22\|40.25\|3.26\|39.26\|40.40\|38.18\|130022;2026-04-23\|38.79\|-3.63\|40.40\|40.40\|38.67\|70202;2026-04-24\|39.53\|1.91\|38.90\|39.92\|38.01\|107327;2026-04-27\|43.65\|10.42\|40.00\|44.18\|39.54\|147898;2026-04-28\|42.50\|-2.63\|43.73\|43.73\|42.00\|92665;2026-04-29\|43.15\|1.53\|41.80\|44.27\|41.70\|94283;2026-04-30\|44.30\|2.67\|43.50\|44.47\|42.68\|78027;2026-05-06\|46.13\|4.13\|45.08\|46.69\|44.61\|112534;2026-05-07\|46.29\|0.35\|46.54\|47.30\|45.77\|75722;2026-05-08\|46.55\|0.56\|46.14\|46.62\|45.25\|62784;2026-05-11\|47.13\|1.25\|47.00\|47.55\|46.44\|71955;2026-05-12\|47.76\|1.34\|47.00\|48.20\|46.69\|66917;2026-05-13\|48.30\|1.13\|47.20\|49.50\|47.18\|74318;2026-05-14\|48.78\|0.99\|48.30\|50.20\|48.00\|115826;2026-05-15\|48.68\|-0.20\|48.39\|49.50\|47.10\|94720;2026-05-18\|49.76\|2.22\|48.91\|50.19\|48.00\|90131;2026-05-19\|49.60\|-0.32\|49.55\|50.00\|47.53\|90368;2026-05-20\|50.33\|1.47\|49.70\|50.95\|49.70\|76458;2026-05-21\|47.85\|-4.93\|51.91\|54.70\|47.50\|180750;2026-05-22\|50.90\|6.37\|48.41\|51.58\|46.50\|149737;2026-05-25\|52.15\|2.46\|51.70\|52.90\|50.40\|89196;2026-05-26\|50.89\|-2.42\|51.84\|53.68\|50.00\|78896;2026-05-27\|48.67\|-4.36\|50.99\|51.29\|48.24\|84666;2026-05-28\|45.97\|-5.55\|48.46\|48.87\|44.91\|177316;2026-05-29\|41.75\|-9.18\|46.15\|46.38\|41.46\|181626;2026-06-01\|40.88\|-2.08\|41.75\|43.38\|40.77\|140125;2026-06-02\|40.55\|-0.81\|40.80\|41.74\|40.05\|81417;2026-06-03\|42.90\|5.80\|40.81\|44.28\|40.81\|102696;2026-06-04\|51.48\|20.00\|44.00\|51.48\|41.70\|292802;2026-06-05\|51.75\|0.52\|50.54\|55.55\|50.02\|259857;2026-06-08\|49.85\|-3.67\|50.05\|53.50\|48.56\|254319;2026-06-09\|52.80\|5.92\|51.13\|54.18\|49.39\|172435;2026-06-10\|50.50\|-4.36\|51.91\|52.90\|49.70\|139430;2026-06-11\|45.65\|-9.60\|50.00\|50.50\|44.25\|208289;2026-06-12\|43.60\|-4.49\|47.00\|47.88\|43.22\|174042;2026-06-15\|46.19\|5.94\|44.01\|46.56\|44.01\|126908;2026-06-16\|48.58\|5.17\|45.70\|49.62\|45.50\|107988;2026-06-17\|55.33\|13.89\|48.99\|57.44\|48.90\|236502;2026-06-18\|56.98\|2.98\|54.80\|58.50\|54.00\|187434;2026-06-22\|57.65\|1.18\|56.25\|60.50\|56.23\|172096;2026-06-23\|59.20\|2.69\|57.22\|59.84\|56.47\|132065;2026-06-24\|57.62\|-2.67\|57.80\|58.69\|55.50\|129263;2026-06-25\|58.23\|1.06\|58.50\|60.80\|57.05\|117986;2026-06-26\|58.59\|0.62\|58.23\|61.19\|57.57\|138551;2026-06-29\|57.70\|-1.18\|59.22\|60.45\|55.20\|117722;2026-06-30\|62.00\|7.45\|58.50\|62.00\|57.54\|142878;2026-07-01\|59.76\|-3.61\|62.01\|62.89\|58.30\|173864;2026-07-02\|57.33\|-4.07\|58.39\|61.00\|55.59\|158957;2026-07-03\|53.95\|-5.90\|56.37\|57.00\|52.80\|128481;2026-07-06\|56.19\|4.15\|55.60\|60.33\|53.60\|219057;2026-07-07\|53.58\|-4.64\|54.41\|55.99\|52.98\|149171;2026-07-08\|50.82\|-5.15\|53.60\|54.58\|50.40\|103654;2026-07-09\|53.98\|6.22\|51.26\|54.50\|49.70\|109430;2026-07-10\|51.24\|-5.08\|55.00\|56.06\|51.11\|102206;2026-07-13\|49.35\|-3.69\|52.79\|53.39\|49.20\|112652;2026-07-14\|50.30\|1.93\|49.40\|51.36\|48.00\|85830;2026-07-15\|50.01\|-0.58\|50.29\|54.34\|49.51\|128362;2026-07-16\|46.00\|-8.02\|48.58\|50.39\|45.72\|102964;2026-07-17\|42.23\|-8.20\|45.40\|46.00\|42.08\|126657;2026-07-20\|38.25\|-9.42\|43.45\|43.88\|37.51\|154425;2026-07-21\|42.06\|9.96\|38.96\|42.80\|33.50\|16466685
90360	英特尔、德州仪器等业绩超预期，股价大涨	存储芯片测试+半导体设备+国产替代+业绩大增行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月25日公告，公司2026年一季度营收13.78亿元，同比增长69.09%，归母净利润3.53亿元，同比增长217.60%，主因销售需求持续增长。 2、据2026年3月10日募集说明书，CP12-Memory探针台用于存储芯片测试，国产化率低、市场空间大，目前处于样机测试阶段，公司继续推进其研发及产业化。 3、据2025年度报告，公司测试机、分选机核心指标国内领先，已获长电科技、华天科技、通富微电等龙头封测厂批量使用，实现部分进口替代。	公司半导体测试设备龙头，存储测试机放量	2026-03-12\|124.59\|-3.40\|129.01\|129.50\|123.25\|175318;2026-03-13\|124.20\|-0.31\|123.59\|128.10\|122.51\|140711;2026-03-16\|123.58\|-0.50\|123.98\|124.44\|118.72\|177542;2026-03-17\|121.60\|-1.60\|124.46\|126.90\|121.21\|151630;2026-03-18\|128.65\|5.80\|124.00\|128.85\|123.00\|211632;2026-03-19\|124.35\|-3.34\|126.00\|126.85\|123.70\|149601;2026-03-20\|123.62\|-0.59\|125.92\|128.50\|123.55\|176760;2026-03-23\|117.00\|-5.36\|121.09\|123.35\|114.99\|184923;2026-03-24\|120.92\|3.35\|119.00\|121.50\|116.55\|148131;2026-03-25\|124.14\|2.66\|123.88\|127.06\|122.01\|168001;2026-03-26\|120.89\|-2.62\|123.60\|124.89\|120.44\|108425;2026-03-27\|123.09\|1.82\|118.91\|124.48\|117.99\|114829;2026-03-30\|125.49\|1.95\|121.24\|126.88\|119.80\|162318;2026-03-31\|121.05\|-3.54\|125.11\|125.60\|120.90\|128850;2026-04-01\|124.48\|2.83\|124.00\|127.89\|123.00\|150864;2026-04-02\|115.80\|-6.97\|124.00\|124.36\|114.55\|211909;2026-04-03\|115.00\|-0.69\|117.12\|117.50\|114.70\|101802;2026-04-07\|118.98\|3.46\|116.50\|122.00\|115.50\|149196;2026-04-08\|130.51\|9.69\|125.00\|131.07\|123.35\|253288;2026-04-09\|134.20\|2.83\|128.80\|136.16\|128.01\|227307;2026-04-10\|138.05\|2.87\|136.07\|140.90\|135.10\|192344;2026-04-13\|135.29\|-2.00\|136.96\|139.00\|135.01\|149717;2026-04-14\|139.82\|3.35\|137.18\|142.30\|136.00\|222662;2026-04-15\|141.21\|0.99\|141.00\|148.00\|139.30\|228754;2026-04-16\|154.09\|9.12\|141.22\|154.51\|141.22\|307524;2026-04-17\|150.70\|-2.20\|153.70\|153.70\|148.75\|213630;2026-04-20\|151.80\|0.73\|150.99\|155.55\|150.50\|189293;2026-04-21\|148.30\|-2.31\|151.44\|151.44\|146.41\|155107;2026-04-22\|152.30\|2.70\|148.00\|152.91\|147.26\|182743;2026-04-23\|155.61\|2.17\|153.52\|159.67\|151.93\|208448;2026-04-24\|158.00\|1.54\|157.50\|161.30\|154.66\|185311;2026-04-27\|175.02\|10.77\|160.83\|179.00\|158.58\|436266;2026-04-28\|179.31\|2.45\|176.46\|188.00\|173.99\|391566;2026-04-29\|174.30\|-2.79\|178.84\|180.58\|171.93\|277522;2026-04-30\|174.20\|-0.06\|176.29\|177.29\|167.32\|326916;2026-05-06\|176.20\|1.15\|177.70\|183.50\|175.36\|342173;2026-05-07\|185.80\|5.45\|177.78\|187.59\|173.45\|305113;2026-05-08\|182.01\|-2.04\|180.01\|187.50\|179.47\|219670;2026-05-11\|218.41\|20.00\|186.00\|218.41\|183.98\|470624;2026-05-12\|213.08\|-2.44\|219.99\|220.00\|209.00\|307598;2026-05-13\|228.00\|7.00\|210.12\|228.00\|202.81\|406427;2026-05-14\|208.87\|-8.39\|225.00\|226.24\|208.30\|386715;2026-05-15\|209.50\|0.30\|213.04\|219.31\|194.98\|434012;2026-05-18\|209.17\|-0.16\|211.00\|214.00\|203.31\|289392;2026-05-19\|224.05\|7.11\|208.49\|227.68\|203.15\|389886;2026-05-20\|241.56\|7.82\|229.82\|249.77\|228.07\|381253;2026-05-21\|234.77\|-2.81\|244.00\|258.02\|234.00\|426754;2026-05-22\|236.02\|0.53\|237.71\|241.77\|229.50\|348710;2026-05-25\|248.00\|5.08\|236.00\|258.68\|226.03\|383323;2026-05-26\|235.10\|-5.20\|243.54\|247.93\|229.00\|315271;2026-05-27\|220.20\|-6.34\|234.00\|236.00\|219.16\|343397;2026-05-28\|219.03\|-0.53\|221.40\|223.00\|214.02\|270932;2026-05-29\|210.79\|-3.76\|222.50\|223.60\|207.68\|288253;2026-06-01\|203.64\|-3.39\|209.00\|218.60\|203.23\|265570;2026-06-02\|207.62\|1.95\|205.00\|212.30\|199.73\|232973;2026-06-03\|214.25\|3.19\|208.21\|222.59\|206.00\|316187;2026-06-04\|223.35\|4.30\|214.00\|227.86\|211.00\|273089;2026-06-05\|206.73\|-7.44\|218.36\|218.51\|205.60\|305963;2026-06-08\|200.40\|-3.06\|190.00\|206.00\|190.00\|227561;2026-06-09\|212.73\|6.15\|207.22\|213.99\|203.20\|214971;2026-06-10\|226.74\|6.59\|212.50\|232.85\|210.79\|363042;2026-06-11\|232.84\|2.69\|229.00\|234.27\|225.01\|292254;2026-06-12\|223.12\|-4.17\|247.10\|253.38\|223.12\|375510;2026-06-15\|231.45\|3.73\|230.00\|232.50\|220.18\|233135;2026-06-16\|240.40\|3.87\|231.50\|243.49\|229.50\|238415;2026-06-17\|264.01\|9.82\|236.00\|265.00\|236.00\|313188;2026-06-18\|264.10\|0.03\|263.00\|271.21\|261.56\|220181;2026-06-22\|268.49\|1.66\|267.00\|268.95\|254.72\|246640;2026-06-23\|279.40\|4.06\|269.98\|294.97\|268.78\|455451;2026-06-24\|307.35\|10.00\|275.26\|314.63\|272.68\|405481;2026-06-25\|309.99\|0.86\|310.01\|316.50\|298.90\|324229;2026-06-26\|314.90\|1.58\|311.00\|332.00\|310.95\|351554;2026-06-29\|337.90\|7.30\|318.00\|338.00\|311.03\|356787;2026-06-30\|341.42\|1.04\|331.00\|345.43\|324.00\|280997;2026-07-01\|333.67\|-2.27\|349.91\|363.58\|325.00\|324026;2026-07-02\|301.46\|-9.65\|316.99\|329.99\|297.99\|395247;2026-07-03\|302.71\|0.41\|300.00\|313.21\|286.00\|342750;2026-07-06\|304.00\|0.43\|307.46\|313.50\|289.99\|262994;2026-07-07\|304.33\|0.11\|298.00\|311.88\|295.66\|202767;2026-07-08\|317.22\|4.24\|305.02\|332.18\|287.59\|311328;2026-07-09\|374.00\|17.90\|325.00\|375.18\|310.49\|397850;2026-07-10\|352.31\|-5.80\|379.60\|395.00\|349.18\|387162;2026-07-13\|325.24\|-7.68\|352.13\|358.88\|320.15\|351625;2026-07-14\|335.62\|3.19\|332.00\|341.50\|312.01\|336845;2026-07-15\|304.44\|-9.29\|344.00\|344.02\|303.00\|343575;2026-07-16\|293.13\|-3.71\|303.05\|309.97\|288.00\|254962;2026-07-17\|278.76\|-4.90\|291.89\|297.00\|273.57\|330970;2026-07-20\|265.00\|-4.94\|288.99\|296.66\|253.01\|362408;2026-07-21\|318.00\|20.00\|275.00\|318.00\|259.00\|414817
90359	英特尔、德州仪器等业绩超预期，股价大涨	半导体掩模版+65nm工艺+定增扩产行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月30日机构调研，公司半导体掩模版工艺能力已从130nm逐步提升至65nm，并已完成40nm工艺节点的生产设备布局；当前正全力推动珠海工厂90nm产品上量，实现65nm/55nm产品验证及小批量供货，并采取成熟制程与高端制程并行的策略。 2、据2026年4月29日公告及2026年6月30日机构调研，公司拟通过定增募资不超14.6亿元投建40nm-28nm半导体掩模版生产线，项目主体厂房已于2025年9月封顶，目前处于洁净室装修与设备选型采购阶段，环评已获批。 3、据2025年年报及2026年4月29日公告，公司是国内为数不多的独立第三方半导体掩模版厂商，长期与华虹半导体、士兰微、立昂微等国内主要晶圆厂保持合作，在特色工艺光罩领域形成较强客户黏性。	公司主营业务为半导体掩模版的研产销，是国内稀缺的独立第三方半导体掩模版厂商	2026-03-12\|43.73\|-1.33\|44.20\|44.62\|43.29\|11523;2026-03-13\|43.25\|-1.10\|43.31\|43.95\|43.06\|6588;2026-03-16\|44.37\|2.59\|43.25\|44.50\|42.49\|11624;2026-03-17\|43.16\|-2.73\|44.37\|44.50\|43.00\|11695;2026-03-18\|43.47\|0.72\|43.18\|43.58\|42.45\|8238;2026-03-19\|42.20\|-2.92\|42.81\|42.97\|41.88\|8072;2026-03-20\|41.15\|-2.49\|42.18\|42.67\|41.15\|7157;2026-03-23\|38.80\|-5.71\|40.64\|40.65\|38.45\|13701;2026-03-24\|40.08\|3.30\|39.35\|40.70\|38.55\|12982;2026-03-25\|40.71\|1.57\|40.90\|41.46\|40.01\|9985;2026-03-26\|39.44\|-3.12\|40.63\|40.79\|39.00\|7971;2026-03-27\|39.60\|0.41\|38.90\|39.98\|38.64\|9131;2026-03-30\|39.51\|-0.23\|39.21\|39.70\|38.68\|9905;2026-03-31\|38.59\|-2.33\|40.00\|40.13\|38.56\|9731;2026-04-01\|39.23\|1.66\|39.50\|39.80\|39.00\|7757;2026-04-02\|37.62\|-4.10\|39.00\|39.50\|37.23\|8902;2026-04-03\|37.08\|-1.44\|37.79\|37.87\|36.56\|10035;2026-04-07\|37.40\|0.86\|37.08\|38.10\|37.08\|6850;2026-04-08\|39.64\|5.99\|38.55\|39.74\|38.11\|11189;2026-04-09\|39.03\|-1.54\|39.52\|39.87\|39.02\|9707;2026-04-10\|39.44\|1.05\|39.55\|39.90\|39.26\|8716;2026-04-13\|39.30\|-0.35\|39.40\|39.88\|39.00\|9718;2026-04-14\|39.96\|1.68\|39.58\|40.38\|39.58\|11738;2026-04-15\|39.45\|-1.28\|40.04\|40.38\|39.39\|9813;2026-04-16\|39.92\|1.19\|39.88\|39.95\|39.36\|7732;2026-04-17\|41.85\|4.83\|39.72\|42.20\|39.67\|21265;2026-04-20\|43.76\|4.56\|41.80\|44.62\|41.06\|32578;2026-04-21\|44.16\|0.91\|43.44\|45.47\|42.42\|25523;2026-04-22\|45.57\|3.19\|43.89\|46.60\|42.88\|35257;2026-04-23\|43.19\|-5.22\|45.20\|45.50\|43.01\|29261;2026-04-24\|43.13\|-0.14\|42.96\|43.96\|42.71\|15679;2026-04-27\|48.13\|11.59\|43.19\|49.49\|43.19\|59732;2026-04-28\|45.49\|-5.49\|47.50\|47.50\|45.22\|28654;2026-04-29\|45.28\|-0.46\|45.26\|45.87\|44.51\|18415;2026-04-30\|45.57\|0.64\|45.40\|46.20\|44.00\|21864;2026-05-06\|46.05\|1.05\|46.30\|46.90\|45.66\|30823;2026-05-07\|46.70\|1.41\|46.00\|47.13\|45.61\|23803;2026-05-08\|45.40\|-2.78\|46.05\|46.20\|44.91\|33280;2026-05-11\|46.65\|2.75\|45.60\|47.33\|45.58\|30977;2026-05-12\|47.50\|1.82\|46.52\|47.65\|45.59\|34009;2026-05-13\|47.31\|-0.40\|46.80\|47.59\|46.01\|27433;2026-05-14\|47.46\|0.32\|47.32\|48.49\|46.66\|41498;2026-05-15\|48.18\|1.52\|47.71\|49.16\|46.60\|47157;2026-05-18\|47.80\|-0.79\|47.39\|49.50\|47.11\|39477;2026-05-19\|49.30\|3.14\|47.32\|49.46\|46.75\|45888;2026-05-20\|51.62\|4.71\|48.81\|51.91\|48.66\|64227;2026-05-21\|47.51\|-7.96\|51.01\|52.00\|47.00\|56938;2026-05-22\|48.50\|2.08\|47.77\|49.48\|47.20\|39424;2026-05-25\|51.71\|6.62\|48.69\|52.30\|47.00\|65398;2026-05-26\|51.08\|-1.22\|51.50\|52.98\|49.77\|57162;2026-05-27\|48.21\|-5.62\|51.58\|52.10\|47.90\|53573;2026-05-28\|49.11\|1.87\|48.27\|49.59\|47.28\|43662;2026-05-29\|43.98\|-10.45\|48.50\|49.23\|43.78\|58789;2026-06-01\|42.15\|-4.16\|43.92\|44.99\|42.00\|32232;2026-06-02\|41.38\|-1.83\|41.83\|42.49\|40.75\|25779;2026-06-03\|41.51\|0.31\|41.40\|42.84\|40.76\|24414;2026-06-04\|42.30\|1.90\|41.00\|43.15\|40.76\|25260;2026-06-05\|42.70\|0.95\|41.50\|44.38\|40.65\|29051;2026-06-08\|39.72\|-6.98\|40.65\|42.15\|39.26\|27508;2026-06-09\|42.00\|5.74\|40.49\|42.20\|39.73\|30509;2026-06-10\|42.79\|1.88\|41.48\|43.38\|40.98\|35285;2026-06-11\|49.06\|14.65\|42.21\|51.10\|41.99\|84499;2026-06-12\|48.91\|-0.31\|49.49\|51.47\|48.39\|78436;2026-06-15\|50.63\|3.52\|48.49\|51.96\|47.11\|63986;2026-06-16\|51.47\|1.66\|50.13\|52.42\|49.70\|65791;2026-06-17\|54.28\|5.46\|50.80\|55.55\|50.01\|80403;2026-06-18\|53.02\|-2.32\|53.64\|54.14\|52.52\|60238;2026-06-22\|52.00\|-1.92\|53.02\|53.69\|50.95\|57426;2026-06-23\|52.19\|0.37\|50.96\|53.30\|50.15\|42448;2026-06-24\|53.65\|2.80\|51.41\|53.65\|50.21\|52799;2026-06-25\|52.42\|-2.29\|53.10\|53.77\|51.83\|52767;2026-06-26\|54.22\|3.43\|51.80\|55.45\|50.63\|77533;2026-06-29\|56.29\|3.82\|56.81\|57.11\|51.20\|91971;2026-06-30\|58.38\|3.71\|56.00\|59.96\|56.00\|78504;2026-07-01\|69.24\|18.60\|59.00\|70.06\|59.00\|170274;2026-07-02\|61.02\|-11.87\|65.50\|65.78\|60.80\|129239;2026-07-03\|56.11\|-8.05\|61.02\|61.72\|56.10\|83390;2026-07-06\|55.00\|-1.98\|57.00\|57.50\|53.16\|55110;2026-07-07\|55.79\|1.44\|54.03\|56.48\|53.38\|57424;2026-07-08\|59.12\|5.97\|55.24\|60.98\|51.74\|88759;2026-07-09\|60.90\|3.01\|60.00\|61.47\|58.37\|77046;2026-07-10\|57.38\|-5.78\|61.10\|62.90\|57.08\|69861;2026-07-13\|57.81\|0.75\|55.93\|64.02\|55.92\|74072;2026-07-14\|58.20\|0.67\|59.48\|62.75\|54.01\|73941;2026-07-15\|51.87\|-10.88\|58.13\|58.88\|50.50\|72599;2026-07-16\|46.94\|-9.50\|51.04\|52.16\|46.67\|54502;2026-07-17\|41.82\|-10.91\|46.29\|47.65\|41.81\|48431;2026-07-20\|36.58\|-12.53\|43.80\|43.91\|35.85\|65570;2026-07-21\|40.54\|10.83\|37.19\|40.79\|33.28\|7009490
90358	英特尔、德州仪器等业绩超预期，股价大涨	H股上市+GPU布局+存储芯片行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年5月22日公告，董事会审议通过发行H股并在香港联交所主板上市，旨在提高资本实力、深化全球化战略布局。 2、东芯股份能同时提供NAND Flash、NOR Flash、DRAM等存储芯片完整解决方案，产品广泛应用于网络通信、安防监控、消费电子、工业控制与智能化、汽车电子等领域。据2026年4月30日一季报，公司一季度营收4.79亿元、同比增236.95%，归母净利1.38亿元、同比扭亏，主因中小容量存储芯片供需紧缺、价格大幅回升。 3、据2026年4月23日年报，公司累计投资4.11亿元持股上海砺算35.87%，其7G100 GPU芯片已流片并向客户交付显卡，切入高性能GPU赛道。	1、参股公司砺算科技发布GPU芯片“7G100”系列和显卡Lisuan eXtreme系列。 2、公司自身是中国大陆少数可以同时提供NAND、NOR、DRAM等存储芯片完整解决方案的公司。	2026-03-12\|143.94\|-2.08\|152.00\|152.00\|141.00\|197342;2026-03-13\|133.00\|-7.60\|143.00\|143.00\|132.89\|258569;2026-03-16\|137.04\|3.04\|133.00\|137.50\|132.01\|161470;2026-03-17\|131.10\|-4.33\|136.66\|137.00\|130.68\|128954;2026-03-18\|133.96\|2.18\|132.66\|135.89\|131.01\|126491;2026-03-19\|134.90\|0.70\|131.00\|138.88\|130.85\|171479;2026-03-20\|131.00\|-2.89\|134.00\|135.40\|128.68\|153616;2026-03-23\|118.54\|-9.51\|125.00\|127.50\|117.78\|204409;2026-03-24\|123.71\|4.36\|121.57\|123.88\|116.51\|150795;2026-03-25\|122.91\|-0.65\|126.18\|126.88\|122.41\|140089;2026-03-26\|117.90\|-4.08\|120.00\|121.44\|117.70\|114990;2026-03-27\|115.83\|-1.76\|113.00\|117.33\|111.77\|132628;2026-03-30\|113.01\|-2.43\|113.00\|115.45\|111.13\|111492;2026-03-31\|108.68\|-3.83\|112.02\|113.60\|108.38\|121983;2026-04-01\|112.48\|3.50\|112.76\|113.30\|110.70\|130585;2026-04-02\|105.28\|-6.40\|112.00\|112.80\|104.01\|165887;2026-04-03\|105.77\|0.47\|106.88\|107.77\|104.02\|108804;2026-04-07\|110.21\|4.20\|106.93\|113.00\|106.53\|152282;2026-04-08\|114.83\|4.19\|114.00\|115.30\|112.20\|171329;2026-04-09\|114.88\|0.04\|114.83\|119.98\|114.66\|156797;2026-04-10\|117.00\|1.85\|116.00\|118.27\|115.50\|135559;2026-04-13\|116.15\|-0.73\|115.00\|117.88\|114.88\|101737;2026-04-14\|119.00\|2.45\|118.00\|120.66\|117.00\|143974;2026-04-15\|118.20\|-0.67\|120.10\|122.97\|117.57\|158890;2026-04-16\|120.75\|2.16\|117.32\|121.26\|116.99\|126057;2026-04-17\|121.24\|0.41\|120.00\|121.66\|118.77\|121748;2026-04-20\|119.07\|-1.79\|120.59\|122.50\|118.89\|125692;2026-04-21\|116.28\|-2.34\|118.50\|118.72\|114.80\|129009;2026-04-22\|120.26\|3.42\|115.32\|121.05\|114.48\|139502;2026-04-23\|116.65\|-3.00\|120.50\|121.57\|115.10\|138417;2026-04-24\|118.35\|1.46\|116.97\|120.80\|115.62\|140508;2026-04-27\|132.94\|12.33\|126.92\|135.80\|126.02\|311743;2026-04-28\|131.75\|-0.90\|132.52\|135.88\|130.39\|209248;2026-04-29\|134.90\|2.39\|129.00\|136.89\|128.82\|223197;2026-04-30\|143.77\|6.58\|142.10\|145.30\|137.11\|355003;2026-05-06\|153.00\|6.42\|145.67\|156.88\|144.51\|404016;2026-05-07\|155.43\|1.59\|152.62\|160.50\|147.89\|345050;2026-05-08\|154.83\|-0.39\|152.01\|156.90\|151.01\|230108;2026-05-11\|165.30\|6.76\|160.04\|170.70\|156.66\|317705;2026-05-12\|155.06\|-6.19\|161.00\|162.87\|153.77\|267756;2026-05-13\|163.70\|5.57\|151.10\|164.50\|149.01\|269508;2026-05-14\|159.59\|-2.51\|166.20\|167.16\|159.51\|171975;2026-05-15\|156.12\|-2.17\|158.80\|161.98\|153.00\|201256;2026-05-18\|157.78\|1.06\|155.99\|162.25\|154.00\|164156;2026-05-19\|163.10\|3.37\|155.00\|163.25\|153.00\|194247;2026-05-20\|164.75\|1.01\|160.16\|166.58\|158.13\|223931;2026-05-21\|138.70\|-15.81\|153.45\|157.80\|138.01\|469792;2026-05-22\|138.83\|0.09\|141.80\|144.79\|136.00\|276020;2026-05-25\|166.60\|20.00\|142.10\|166.60\|142.10\|322787;2026-05-26\|155.13\|-6.88\|163.61\|165.00\|150.10\|390854;2026-05-27\|148.00\|-4.60\|157.71\|160.42\|147.30\|311893;2026-05-28\|147.80\|-0.14\|146.16\|149.50\|143.57\|191236;2026-05-29\|142.16\|-3.82\|148.96\|149.60\|138.04\|228597;2026-06-01\|125.53\|-11.70\|138.07\|139.55\|125.02\|288714;2026-06-02\|126.50\|0.77\|127.25\|129.38\|124.60\|179158;2026-06-03\|130.17\|2.90\|125.07\|133.79\|125.07\|225019;2026-06-04\|132.01\|1.41\|127.00\|133.98\|127.00\|197580;2026-06-05\|126.00\|-4.55\|128.55\|131.12\|125.30\|165030;2026-06-08\|118.50\|-5.95\|119.71\|122.81\|116.74\|177426;2026-06-09\|127.66\|7.73\|125.49\|135.00\|125.38\|210053;2026-06-10\|127.57\|-0.07\|126.21\|133.00\|125.00\|188628;2026-06-11\|126.98\|-0.46\|126.00\|128.98\|125.20\|161508;2026-06-12\|125.70\|-1.01\|131.99\|132.98\|123.80\|198454;2026-06-15\|134.88\|7.30\|126.00\|135.66\|122.12\|269853;2026-06-16\|140.10\|3.87\|135.00\|142.85\|134.10\|241962;2026-06-17\|152.91\|9.14\|139.91\|153.55\|139.91\|286020;2026-06-18\|154.42\|0.99\|160.00\|162.00\|151.01\|276123;2026-06-22\|159.28\|3.15\|152.80\|162.00\|148.01\|310809;2026-06-23\|161.79\|1.58\|158.00\|165.88\|154.66\|278190;2026-06-24\|171.73\|6.14\|161.00\|172.93\|160.00\|315773;2026-06-25\|179.45\|4.50\|175.40\|186.88\|170.73\|339882;2026-06-26\|190.53\|6.17\|178.88\|200.20\|172.39\|389779;2026-06-29\|193.30\|1.45\|186.00\|194.50\|182.38\|352170;2026-06-30\|203.70\|5.38\|188.44\|207.60\|184.67\|292594;2026-07-01\|193.29\|-5.11\|202.00\|209.55\|191.00\|286353;2026-07-02\|176.10\|-8.89\|182.00\|189.78\|175.01\|287689;2026-07-03\|178.80\|1.53\|175.00\|191.38\|170.34\|245825;2026-07-06\|174.77\|-2.25\|183.42\|183.42\|170.44\|199254;2026-07-07\|169.17\|-3.20\|172.06\|176.84\|166.03\|163953;2026-07-08\|168.80\|-0.22\|171.00\|173.80\|163.00\|177020;2026-07-09\|176.34\|4.47\|173.20\|176.59\|168.10\|198922;2026-07-10\|164.00\|-7.00\|178.11\|180.88\|164.00\|224731;2026-07-13\|154.15\|-6.01\|162.00\|169.88\|152.88\|210020;2026-07-14\|155.96\|1.17\|157.00\|158.79\|145.83\|191911;2026-07-15\|147.33\|-5.53\|159.00\|161.55\|145.00\|183948;2026-07-16\|136.50\|-7.35\|143.83\|147.78\|135.10\|188186;2026-07-17\|116.83\|-14.41\|138.00\|139.50\|116.21\|284392;2026-07-20\|100.38\|-14.08\|121.11\|121.99\|94.46\|378596;2026-07-21\|120.46\|20.00\|109.59\|120.46\|101.11\|39503781
90357	英特尔、德州仪器等业绩超预期，股价大涨	一季报暴增+AI算力芯片+车载AI芯片+机器人芯片 1、据2026年4月23日一季报，公司一季度营收5.59亿元、同比增长75.53%，归母净利润8507.64万元、同比增长481.14%，主因市场需求增加及市场拓展。 2、据2026年3月11日投资者关系活动记录表，公司2026年将推出多款AI ISP、边缘侧、AIoT及车载芯片新品，其中AI ISP芯片已在智能安监客户发布并预计放量，5T算力边缘芯片Q2量产，8-10T芯片Q3流片。 3、据2026年4月8日投资者关系活动记录表，公司工业视觉芯片已量产并供货工业机器人客户，并通过方案公司向头部人形机器人客户批量出货。 4、据2026年4月8日机构调研纪要，公司低功耗车规AI-ISP芯片研发推进，800万像素电子后视镜已导入德系高端品牌及新势力车企，车载业务持续放量。	国内最早从事安防视频监控多媒体处理芯片设计业务的企业之一，一季度净利润同比增长481.14%	2026-03-12\|41.69\|-1.70\|42.18\|42.52\|41.47\|28444;2026-03-13\|41.00\|-1.66\|41.35\|41.82\|40.91\|24051;2026-03-16\|43.95\|7.20\|40.90\|45.14\|40.81\|89309;2026-03-17\|42.83\|-2.55\|43.97\|44.06\|42.75\|50423;2026-03-18\|43.65\|1.91\|43.15\|43.98\|42.80\|40335;2026-03-19\|42.35\|-2.98\|42.95\|43.15\|42.12\|31326;2026-03-20\|41.51\|-1.98\|42.80\|42.98\|41.51\|34395;2026-03-23\|40.76\|-1.81\|40.51\|42.77\|40.05\|58466;2026-03-24\|40.64\|-0.29\|41.45\|41.68\|39.30\|44289;2026-03-25\|40.98\|0.84\|40.64\|41.72\|40.60\|33374;2026-03-26\|40.72\|-0.63\|40.79\|41.83\|40.34\|40909;2026-03-27\|40.66\|-0.15\|39.92\|41.15\|39.76\|34053;2026-03-30\|40.01\|-1.60\|40.00\|40.23\|39.05\|29467;2026-03-31\|39.50\|-1.27\|40.04\|40.84\|39.41\|31585;2026-04-01\|40.61\|2.81\|40.50\|40.73\|40.07\|30366;2026-04-02\|39.52\|-2.68\|40.37\|40.37\|39.15\|29075;2026-04-03\|40.67\|2.91\|40.52\|41.27\|40.19\|53316;2026-04-07\|41.24\|1.40\|41.00\|41.55\|40.85\|32820;2026-04-08\|42.85\|3.90\|42.00\|42.93\|41.98\|46901;2026-04-09\|43.00\|0.35\|42.45\|43.41\|42.30\|40870;2026-04-10\|43.83\|1.93\|43.48\|44.57\|43.20\|58421;2026-04-13\|44.64\|1.85\|43.42\|44.98\|43.24\|48920;2026-04-14\|44.38\|-0.58\|44.94\|44.97\|43.98\|44280;2026-04-15\|43.46\|-2.07\|44.26\|44.58\|43.39\|36548;2026-04-16\|44.16\|1.61\|43.53\|44.35\|43.32\|35080;2026-04-17\|44.69\|1.20\|43.92\|44.81\|43.83\|40239;2026-04-20\|44.54\|-0.34\|44.69\|45.07\|44.37\|30387;2026-04-21\|43.77\|-1.73\|44.25\|44.44\|43.66\|28983;2026-04-22\|45.86\|4.78\|43.55\|46.02\|43.55\|66720;2026-04-23\|46.73\|1.90\|45.90\|47.00\|45.60\|72777;2026-04-24\|56.08\|20.01\|55.90\|56.08\|54.21\|262980;2026-04-27\|63.88\|13.91\|60.21\|65.55\|59.00\|506426;2026-04-28\|60.73\|-4.93\|62.70\|66.65\|60.52\|352155;2026-04-29\|59.58\|-1.89\|60.45\|61.03\|58.36\|250065;2026-04-30\|59.05\|-0.89\|59.44\|60.52\|57.66\|301892;2026-05-06\|59.57\|0.88\|60.50\|61.38\|59.11\|317483;2026-05-07\|60.56\|1.66\|59.11\|61.85\|59.08\|257218;2026-05-08\|62.95\|3.95\|59.07\|63.55\|59.00\|273990;2026-05-11\|62.10\|-1.35\|61.82\|62.71\|60.50\|239512;2026-05-12\|60.63\|-2.37\|61.52\|62.05\|59.73\|168913;2026-05-13\|62.42\|2.95\|59.84\|62.68\|59.51\|174434;2026-05-14\|62.01\|-0.66\|62.50\|64.41\|61.98\|213864;2026-05-15\|63.12\|1.79\|61.81\|64.27\|60.88\|206444;2026-05-18\|63.30\|0.29\|63.09\|63.65\|61.50\|191443;2026-05-19\|63.47\|0.27\|62.36\|63.60\|60.70\|171039;2026-05-20\|65.40\|3.04\|62.60\|67.32\|62.19\|282408;2026-05-21\|60.72\|-7.16\|65.63\|66.39\|60.68\|249819;2026-05-22\|63.77\|5.02\|62.39\|64.50\|61.50\|209992;2026-05-25\|66.41\|4.14\|63.65\|66.41\|62.02\|207221;2026-05-26\|62.82\|-5.41\|65.00\|65.09\|61.34\|187650;2026-05-27\|62.37\|-0.72\|63.37\|65.80\|62.01\|194992;2026-05-28\|63.23\|1.38\|61.11\|63.58\|60.80\|154431;2026-05-29\|59.41\|-6.04\|63.17\|63.79\|58.88\|154251;2026-06-01\|59.22\|-0.32\|59.58\|61.22\|58.58\|108694;2026-06-02\|58.38\|-1.29\|59.51\|60.11\|57.10\|97886;2026-06-03\|59.66\|2.19\|58.36\|61.26\|58.00\|97929;2026-06-04\|59.38\|-0.47\|59.08\|60.49\|58.40\|87470;2026-06-05\|59.89\|0.86\|58.79\|61.36\|57.28\|110603;2026-06-08\|56.30\|-5.99\|57.00\|58.48\|55.69\|93403;2026-06-09\|58.15\|3.29\|57.20\|58.43\|55.93\|78367;2026-06-10\|58.04\|-0.19\|57.40\|60.20\|57.02\|81800;2026-06-11\|57.81\|-0.40\|57.62\|58.86\|56.71\|66216;2026-06-12\|58.35\|0.93\|59.67\|61.48\|58.03\|112711;2026-06-15\|62.58\|7.25\|59.00\|62.58\|58.17\|120981;2026-06-16\|65.59\|4.81\|62.45\|66.85\|62.01\|153334;2026-06-17\|68.42\|4.31\|64.90\|68.65\|64.55\|155528;2026-06-18\|68.61\|0.28\|68.21\|69.48\|67.40\|131441;2026-06-22\|68.62\|0.01\|69.16\|69.79\|66.45\|132956;2026-06-23\|69.14\|0.76\|67.71\|71.10\|66.88\|123111;2026-06-24\|73.26\|5.96\|69.14\|73.59\|68.17\|170053;2026-06-25\|80.10\|9.34\|74.58\|85.80\|74.00\|237028;2026-06-26\|76.67\|-4.28\|79.48\|81.39\|76.32\|187315;2026-06-29\|77.17\|0.65\|77.52\|80.50\|73.96\|179573;2026-06-30\|80.08\|3.77\|76.95\|80.15\|74.66\|186938;2026-07-01\|77.73\|-2.93\|78.83\|82.21\|76.97\|190785;2026-07-02\|74.15\|-4.61\|75.69\|77.66\|72.30\|164097;2026-07-03\|72.35\|-2.43\|74.13\|74.83\|71.51\|115883;2026-07-06\|71.70\|-0.90\|73.00\|73.37\|69.18\|108775;2026-07-07\|70.90\|-1.12\|71.18\|72.88\|69.35\|89572;2026-07-08\|70.81\|-0.13\|70.95\|72.50\|67.01\|115882;2026-07-09\|72.07\|1.78\|71.00\|72.17\|68.18\|123839;2026-07-10\|68.17\|-5.41\|72.11\|73.09\|68.10\|144535;2026-07-13\|64.65\|-5.16\|67.84\|69.12\|64.23\|113542;2026-07-14\|63.65\|-1.55\|64.95\|65.00\|59.50\|128921;2026-07-15\|59.96\|-5.80\|64.00\|64.60\|59.18\|107124;2026-07-16\|58.60\|-2.27\|58.77\|61.41\|58.00\|114238;2026-07-17\|51.41\|-12.27\|58.30\|58.60\|51.31\|136945;2026-07-20\|53.20\|3.48\|56.73\|56.90\|51.56\|186461;2026-07-21\|57.25\|7.61\|54.38\|57.44\|51.00\|188858
90356	英特尔、德州仪器等业绩超预期，股价大涨	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	2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;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\|14690120
90355	英特尔、德州仪器等业绩超预期，股价大涨	半导体设备+一季报扭亏行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2025年年度报告，公司是国内半导体设备精密零部件领军企业，具备先进制程所需高精密、高洁净度金属零部件的研发与量产能力，产品覆盖刻蚀、薄膜沉积等关键工艺领域。 2、据2025年年度报告，公司聚焦先进制程，新增匀气盘、特殊涂层、加热盘、静电卡盘及阀门五大产品专项，其中匀气盘与特殊涂层已完成客户验证并实现规模化量产。 3、据2026年4月30日一季报，公司2026年第一季度实现营业收入10.43亿元，同比增长36.84%，归母净利润5794.49万元，同比实现扭亏为盈。	公司结构零部件（基板、冷却板等）多种产品应用于光刻机、涂胶显影设备，主要客户有上海微电子、芯源微	2026-03-12\|93.72\|-3.76\|96.79\|98.47\|91.00\|50930;2026-03-13\|91.09\|-2.81\|92.00\|95.47\|90.67\|42539;2026-03-16\|92.98\|2.07\|93.50\|94.05\|88.12\|40560;2026-03-17\|87.04\|-6.39\|92.50\|93.66\|87.00\|64823;2026-03-18\|88.00\|1.10\|88.56\|89.00\|85.74\|50119;2026-03-19\|85.23\|-3.15\|86.04\|87.19\|84.41\|43771;2026-03-20\|83.78\|-1.70\|87.28\|87.32\|83.51\|40946;2026-03-23\|80.12\|-4.37\|83.00\|84.79\|79.11\|45477;2026-03-24\|84.70\|5.72\|83.00\|84.70\|79.76\|55236;2026-03-25\|86.48\|2.10\|85.55\|89.00\|84.50\|58739;2026-03-26\|85.21\|-1.47\|85.06\|86.99\|84.00\|30116;2026-03-27\|88.31\|3.64\|86.16\|89.67\|86.03\|57221;2026-03-30\|94.79\|7.34\|88.33\|95.75\|87.82\|68305;2026-03-31\|90.10\|-4.95\|93.65\|94.76\|89.90\|45224;2026-04-01\|92.43\|2.59\|93.11\|95.66\|91.54\|47989;2026-04-02\|88.81\|-3.92\|91.30\|93.60\|87.35\|33645;2026-04-03\|88.85\|0.04\|88.97\|91.25\|88.65\|26089;2026-04-07\|90.73\|2.12\|90.00\|92.66\|88.88\|26911;2026-04-08\|98.07\|8.09\|94.46\|98.50\|92.00\|48448;2026-04-09\|96.88\|-1.21\|96.35\|99.90\|96.10\|32842;2026-04-10\|95.00\|-1.94\|98.20\|101.26\|94.00\|52939;2026-04-13\|91.54\|-3.64\|95.60\|96.96\|90.16\|62882;2026-04-14\|102.48\|11.95\|92.99\|102.50\|92.00\|77150;2026-04-15\|100.10\|-2.32\|103.96\|104.40\|99.38\|47513;2026-04-16\|99.12\|-0.98\|101.80\|101.80\|97.70\|40973;2026-04-17\|99.13\|0.01\|99.06\|99.99\|97.06\|46294;2026-04-20\|101.30\|2.19\|99.22\|104.38\|96.54\|57942;2026-04-21\|100.18\|-1.11\|99.08\|101.30\|98.60\|33817;2026-04-22\|102.83\|2.65\|99.00\|103.30\|98.80\|42087;2026-04-23\|102.47\|-0.35\|103.00\|105.00\|99.10\|46517;2026-04-24\|103.78\|1.28\|101.02\|104.84\|100.59\|39628;2026-04-27\|120.42\|16.03\|103.65\|122.22\|102.18\|91286;2026-04-28\|114.50\|-4.92\|119.50\|121.89\|113.52\|53206;2026-04-29\|122.50\|6.99\|113.71\|122.61\|111.50\|72097;2026-04-30\|128.56\|4.95\|122.41\|131.18\|118.30\|94634;2026-05-06\|125.59\|-2.31\|127.66\|135.52\|123.89\|87153;2026-05-07\|126.58\|0.79\|127.71\|127.71\|121.51\|63688;2026-05-08\|121.56\|-3.97\|123.00\|124.15\|119.01\|60492;2026-05-11\|122.90\|1.10\|122.15\|124.66\|116.00\|116153;2026-05-12\|130.51\|6.19\|120.20\|133.00\|119.05\|110544;2026-05-13\|133.57\|2.34\|127.13\|135.00\|124.19\|85534;2026-05-14\|142.03\|6.33\|133.00\|148.00\|132.00\|109728;2026-05-15\|162.27\|14.25\|144.28\|168.00\|141.51\|125781;2026-05-18\|169.85\|4.67\|158.09\|176.80\|155.74\|121394;2026-05-19\|174.90\|2.97\|168.16\|181.88\|163.10\|104380;2026-05-20\|187.50\|7.20\|172.78\|188.28\|168.01\|107113;2026-05-21\|163.58\|-12.76\|181.90\|188.00\|163.58\|124504;2026-05-22\|167.07\|2.13\|165.00\|173.30\|160.01\|93051;2026-05-25\|173.44\|3.81\|165.00\|177.50\|160.00\|86585;2026-05-26\|164.00\|-5.44\|171.50\|175.00\|159.50\|87521;2026-05-27\|158.80\|-3.17\|165.00\|171.00\|158.13\|80914;2026-05-28\|163.37\|2.88\|158.21\|165.78\|155.55\|73096;2026-05-29\|150.51\|-7.87\|166.64\|166.95\|148.52\|81911;2026-06-01\|142.10\|-5.59\|150.99\|153.72\|142.02\|79930;2026-06-02\|140.00\|-1.48\|144.28\|145.01\|139.30\|88669;2026-06-03\|143.36\|2.40\|141.05\|149.50\|140.01\|97685;2026-06-04\|146.99\|2.53\|142.16\|150.34\|140.25\|76655;2026-06-05\|145.30\|-1.15\|143.86\|153.08\|140.32\|69507;2026-06-08\|137.16\|-5.60\|137.90\|145.50\|134.64\|74696;2026-06-09\|164.59\|20.00\|141.00\|164.59\|140.00\|152461;2026-06-10\|165.00\|0.25\|166.65\|174.36\|159.30\|143935;2026-06-11\|175.68\|6.47\|165.93\|178.57\|165.00\|133875;2026-06-12\|182.00\|3.60\|197.88\|197.88\|179.00\|170306;2026-06-15\|191.96\|5.47\|187.46\|195.36\|180.08\|102405;2026-06-16\|189.54\|-1.26\|191.98\|197.84\|186.98\|96335;2026-06-17\|200.80\|5.94\|185.00\|202.25\|185.00\|122998;2026-06-18\|203.30\|1.25\|201.00\|207.80\|196.78\|98179;2026-06-22\|204.00\|0.34\|201.27\|210.31\|195.10\|79479;2026-06-23\|204.98\|0.48\|200.33\|211.58\|198.01\|73926;2026-06-24\|221.32\|7.97\|204.00\|228.50\|198.36\|98226;2026-06-25\|229.00\|3.47\|225.75\|239.97\|215.00\|97694;2026-06-26\|274.80\|20.00\|220.92\|274.80\|219.50\|119508;2026-06-29\|298.00\|8.44\|275.00\|300.00\|262.86\|146188;2026-06-30\|306.25\|2.77\|290.36\|315.00\|283.00\|110971;2026-07-01\|295.34\|-3.56\|298.23\|333.33\|286.05\|132907;2026-07-02\|248.07\|-16.01\|285.00\|286.05\|242.00\|187283;2026-07-03\|244.84\|-1.30\|240.00\|252.54\|232.08\|130346;2026-07-06\|246.98\|0.87\|247.97\|256.00\|238.88\|93353;2026-07-07\|254.72\|3.13\|244.59\|262.33\|237.00\|77562;2026-07-08\|265.20\|4.11\|259.81\|278.60\|248.08\|102242;2026-07-09\|286.66\|8.09\|273.00\|286.66\|255.00\|106896;2026-07-10\|260.00\|-9.30\|281.00\|295.00\|258.00\|111078;2026-07-13\|253.63\|-2.45\|251.08\|268.58\|245.88\|98538;2026-07-14\|251.01\|-1.03\|249.66\|262.50\|239.00\|90564;2026-07-15\|231.15\|-7.91\|254.00\|257.94\|230.02\|104594;2026-07-16\|216.64\|-6.28\|225.00\|235.66\|215.00\|96539;2026-07-17\|193.99\|-10.46\|220.97\|221.23\|193.99\|94976;2026-07-20\|170.70\|-12.01\|207.46\|207.46\|163.00\|133318;2026-07-21\|204.10\|19.57\|175.96\|204.84\|151.00\|16047510
90354	英特尔、德州仪器等业绩超预期，股价大涨	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-03-12\|176.15\|-1.22\|178.15\|180.00\|173.58\|52760;2026-03-13\|172.50\|-2.07\|173.00\|176.84\|171.00\|44929;2026-03-16\|174.50\|1.16\|173.40\|174.65\|167.68\|43818;2026-03-17\|170.14\|-2.50\|175.00\|177.78\|170.01\|32213;2026-03-18\|170.92\|0.46\|171.49\|173.38\|168.85\|28799;2026-03-19\|165.72\|-3.04\|167.66\|170.91\|164.38\|32940;2026-03-20\|165.01\|-0.43\|167.58\|169.98\|165.00\|49222;2026-03-23\|156.45\|-5.19\|164.00\|165.08\|155.00\|57246;2026-03-24\|159.09\|1.69\|159.00\|159.15\|154.00\|34645;2026-03-25\|167.77\|5.46\|162.30\|169.69\|161.88\|56805;2026-03-26\|164.00\|-2.25\|165.17\|166.83\|162.21\|38616;2026-03-27\|171.60\|4.63\|164.00\|172.55\|160.39\|55909;2026-03-30\|176.22\|2.69\|167.99\|178.93\|166.08\|69837;2026-03-31\|167.56\|-4.91\|174.50\|175.66\|167.30\|41800;2026-04-01\|172.85\|3.16\|171.88\|174.57\|168.16\|39898;2026-04-02\|166.46\|-3.70\|171.60\|171.60\|164.51\|34449;2026-04-03\|164.26\|-1.32\|168.10\|168.80\|162.80\|24158;2026-04-07\|169.48\|3.18\|167.88\|173.34\|166.42\|31828;2026-04-08\|180.00\|6.21\|177.36\|180.87\|173.36\|51444;2026-04-09\|178.63\|-0.76\|176.00\|184.76\|175.87\|40437;2026-04-10\|184.45\|3.26\|183.00\|188.36\|180.00\|46678;2026-04-13\|183.20\|-0.68\|181.00\|186.80\|180.10\|34208;2026-04-14\|195.13\|6.51\|186.21\|197.91\|183.50\|65135;2026-04-15\|181.99\|-6.73\|199.13\|199.43\|181.32\|65048;2026-04-16\|184.23\|1.23\|182.90\|189.98\|180.30\|61861;2026-04-17\|182.00\|-1.21\|181.00\|185.31\|178.90\|47621;2026-04-20\|181.82\|-0.10\|178.20\|188.28\|176.78\|57637;2026-04-21\|176.80\|-2.76\|181.25\|182.25\|173.72\|52295;2026-04-22\|187.00\|5.77\|176.40\|189.66\|176.40\|76726;2026-04-23\|183.02\|-2.13\|189.00\|190.00\|178.58\|64012;2026-04-24\|179.95\|-1.68\|185.00\|187.95\|179.79\|53523;2026-04-27\|212.00\|17.81\|182.00\|215.94\|180.17\|166136;2026-04-28\|201.50\|-4.95\|206.00\|213.00\|197.00\|106869;2026-04-29\|205.00\|1.74\|201.50\|206.55\|195.10\|94613;2026-04-30\|232.11\|13.22\|198.50\|245.00\|195.69\|167451;2026-05-06\|233.00\|0.38\|232.11\|248.48\|226.40\|132400;2026-05-07\|238.09\|2.18\|229.00\|238.09\|222.22\|94020;2026-05-08\|227.97\|-4.25\|232.00\|236.81\|227.68\|69485;2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|82696;2026-07-13\|378.00\|-1.36\|381.10\|407.00\|372.38\|87720;2026-07-14\|382.50\|1.19\|381.62\|387.98\|357.00\|61378;2026-07-15\|372.86\|-2.52\|390.00\|397.60\|363.50\|72876;2026-07-16\|349.00\|-6.40\|369.70\|376.33\|344.34\|78806;2026-07-17\|310.59\|-11.01\|354.55\|354.98\|305.00\|80267;2026-07-20\|298.75\|-3.81\|320.00\|327.99\|285.21\|80541;2026-07-21\|358.50\|20.00\|304.78\|358.50\|287.17\|10056533
90353	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-03-12\|112.82\|-1.29\|113.99\|114.59\|112.20\|83116;2026-03-13\|111.73\|-0.97\|112.00\|113.17\|111.35\|84392;2026-03-16\|110.30\|-1.28\|111.74\|111.81\|108.41\|144036;2026-03-17\|108.92\|-1.25\|110.85\|111.40\|108.90\|100040;2026-03-18\|108.28\|-0.59\|109.50\|109.66\|106.58\|125432;2026-03-19\|105.84\|-2.25\|106.69\|106.99\|105.28\|123789;2026-03-20\|103.55\|-2.16\|106.31\|106.62\|103.55\|116870;2026-03-23\|98.62\|-4.76\|100.52\|101.69\|98.25\|167319;2026-03-24\|99.98\|1.38\|99.95\|100.50\|97.76\|105460;2026-03-25\|102.35\|2.37\|100.49\|102.78\|100.49\|111842;2026-03-26\|100.00\|-2.30\|101.78\|102.17\|99.82\|75120;2026-03-27\|101.02\|1.02\|98.57\|101.58\|98.57\|77570;2026-03-30\|100.32\|-0.69\|99.43\|100.78\|98.70\|74465;2026-03-31\|94.96\|-5.34\|98.80\|99.66\|94.56\|212561;2026-04-01\|96.05\|1.15\|96.84\|97.00\|95.00\|149991;2026-04-02\|91.35\|-4.89\|95.49\|95.49\|91.12\|245231;2026-04-03\|90.15\|-1.31\|92.13\|92.18\|89.61\|140735;2026-04-07\|90.82\|0.74\|90.23\|91.68\|90.21\|101231;2026-04-08\|95.45\|5.10\|92.35\|95.48\|92.35\|197355;2026-04-09\|94.24\|-1.27\|94.00\|94.59\|93.22\|139402;2026-04-10\|95.35\|1.18\|95.00\|96.75\|94.90\|144852;2026-04-13\|94.83\|-0.55\|94.29\|95.79\|94.03\|117177;2026-04-14\|94.66\|-0.18\|95.59\|96.30\|93.75\|168827;2026-04-15\|92.31\|-2.48\|94.66\|95.50\|92.29\|226322;2026-04-16\|93.71\|1.52\|92.75\|94.17\|92.49\|166450;2026-04-17\|93.04\|-0.71\|93.63\|93.90\|92.18\|166283;2026-04-20\|93.78\|0.80\|93.04\|94.49\|92.98\|179735;2026-04-21\|92.85\|-0.99\|93.33\|93.61\|91.62\|171301;2026-04-22\|94.20\|1.45\|92.48\|94.20\|92.20\|197925;2026-04-23\|92.44\|-1.87\|94.46\|94.50\|92.22\|167862;2026-04-24\|95.12\|2.90\|92.25\|96.72\|92.17\|349775;2026-04-27\|104.63\|10.00\|96.19\|104.63\|96.10\|523710;2026-04-28\|103.89\|-0.71\|106.95\|106.95\|103.40\|511660;2026-04-29\|101.59\|-2.21\|102.85\|103.35\|99.74\|366345;2026-04-30\|98.30\|-3.24\|97.77\|99.38\|97.00\|460047;2026-05-06\|100.90\|2.65\|99.69\|103.80\|99.50\|458140;2026-05-07\|100.26\|-0.63\|101.90\|102.00\|99.11\|283883;2026-05-08\|99.18\|-1.08\|99.31\|99.60\|98.31\|223177;2026-05-11\|101.38\|2.22\|100.08\|102.08\|99.86\|328006;2026-05-12\|103.31\|1.90\|102.00\|104.40\|100.51\|383570;2026-05-13\|103.51\|0.19\|101.68\|103.90\|99.60\|360494;2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600;2026-07-13\|102.49\|-0.70\|103.21\|107.53\|101.00\|347832;2026-07-14\|106.15\|3.57\|101.00\|106.52\|98.35\|399286;2026-07-15\|111.12\|4.68\|109.58\|112.30\|105.58\|655992;2026-07-16\|109.85\|-1.14\|108.08\|113.77\|108.00\|455227;2026-07-17\|104.12\|-5.22\|109.03\|112.48\|103.33\|480888;2026-07-20\|101.16\|-2.84\|106.00\|106.99\|97.99\|431610;2026-07-21\|102.42\|1.25\|104.00\|104.00\|98.24\|341276
90352	英特尔、德州仪器等业绩超预期，股价大涨	模拟芯片+光模块+人形机器人行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年4月30日投资者关系活动记录表，公司是国内为数不多的全产品线布局光模块模拟芯片的企业，高效率大电流电源已应用于光模块头部客户，多款产品在光迅科技、华工正源、剑桥科技等国内头部光模块厂商中出货，并向海外头部厂商Coherent送样测试。 2、据2025年年报，公司低电压/超低功耗USB3.2Gen1 Redriver产品已应用到国内头部机器人中，并投资了全球实现高自由度灵巧手千台量产的企业灵心巧手，同时正在研发磁编码、马达驱动等产品以丰富机器人产品矩阵。 3、据2025年年报，公司主营高性能模拟芯片，产品覆盖信号链与电源管理，应用范围涵盖手机、电脑、汽车、服务器、光模块、智能穿戴、机器人和工业等领域，2025年毛利率为42.86%。	公司拟收购荣湃半导体100%股权，后者专注于高性能、高品质模拟芯片的设计、研发与销售，产品包括数字隔离器、隔离接口、隔离驱动、隔离采样、光MOS等系列产品，应用于汽车电子、工业控制、新能源、智能电表、智能家电等众多领域	2026-03-12\|23.17\|-1.07\|23.40\|23.56\|23.03\|23025;2026-03-13\|22.82\|-1.51\|23.01\|23.27\|22.80\|24051;2026-03-16\|23.89\|4.69\|22.80\|24.05\|22.52\|53159;2026-03-17\|23.96\|0.29\|23.66\|26.20\|23.66\|99334;2026-03-18\|24.05\|0.38\|23.81\|24.55\|23.73\|46934;2026-03-19\|22.89\|-4.82\|23.82\|23.83\|22.85\|50421;2026-03-20\|22.05\|-3.67\|23.00\|23.27\|22.03\|40458;2026-03-23\|20.43\|-7.35\|21.60\|21.73\|20.20\|51276;2026-03-24\|21.07\|3.13\|20.77\|21.10\|20.28\|27977;2026-03-25\|21.56\|2.33\|21.11\|21.98\|21.11\|31055;2026-03-26\|20.87\|-3.20\|21.49\|21.69\|20.80\|23628;2026-03-27\|21.24\|1.77\|20.63\|21.33\|20.46\|17092;2026-03-30\|21.15\|-0.42\|20.90\|21.23\|20.60\|21208;2026-03-31\|20.82\|-1.56\|21.20\|21.38\|20.81\|20228;2026-04-01\|21.26\|2.11\|21.22\|21.48\|21.06\|17154;2026-04-02\|20.81\|-2.12\|21.26\|21.34\|20.71\|19498;2026-04-03\|20.69\|-0.58\|20.91\|21.24\|20.57\|20558;2026-04-07\|21.37\|3.29\|20.74\|21.42\|20.51\|24540;2026-04-08\|22.39\|4.77\|21.94\|22.44\|21.69\|26793;2026-04-09\|23.00\|2.72\|22.29\|23.46\|22.08\|49354;2026-04-10\|22.93\|-0.30\|23.07\|23.34\|22.79\|27703;2026-04-13\|23.09\|0.70\|22.86\|23.73\|22.70\|29600;2026-04-14\|23.20\|0.48\|23.12\|23.44\|22.92\|30249;2026-04-15\|24.76\|6.72\|23.21\|25.01\|23.08\|110522;2026-04-16\|24.93\|0.69\|24.58\|25.98\|24.51\|93010;2026-04-17\|25.19\|1.04\|25.35\|25.78\|25.05\|53925;2026-04-20\|25.12\|-0.28\|25.14\|25.28\|24.72\|54804;2026-04-21\|24.98\|-0.56\|24.88\|25.13\|24.45\|35716;2026-04-22\|26.61\|6.53\|24.81\|27.08\|24.81\|126152;2026-04-23\|27.40\|2.97\|25.51\|28.70\|25.31\|238550;2026-04-24\|29.34\|7.08\|28.25\|29.85\|27.68\|218338;2026-04-27\|35.21\|20.01\|31.00\|35.21\|31.00\|249641;2026-04-28\|34.21\|-2.84\|34.97\|34.97\|32.03\|294340;2026-04-29\|32.95\|-3.68\|33.99\|34.00\|32.49\|149192;2026-04-30\|31.97\|-2.97\|33.02\|33.07\|31.66\|150306;2026-05-06\|33.51\|4.82\|31.57\|35.14\|30.00\|329799;2026-05-07\|34.24\|2.18\|33.40\|35.25\|31.61\|231421;2026-05-08\|33.41\|-2.42\|33.80\|34.94\|33.30\|156724;2026-05-11\|32.51\|-2.69\|33.50\|33.80\|32.03\|184007;2026-05-12\|34.20\|5.20\|32.99\|34.98\|31.63\|195294;2026-05-13\|35.92\|5.03\|33.48\|36.96\|33.07\|261389;2026-05-14\|37.12\|3.34\|36.20\|38.27\|35.33\|227052;2026-05-15\|34.69\|-6.55\|37.42\|40.79\|34.34\|323043;2026-05-18\|37.57\|8.30\|34.40\|38.88\|34.37\|262035;2026-05-19\|40.70\|8.33\|37.20\|41.27\|37.20\|234618;2026-05-20\|42.28\|3.88\|41.56\|42.36\|39.00\|190271;2026-05-21\|43.00\|1.70\|42.75\|45.49\|41.50\|233082;2026-05-22\|43.95\|2.21\|44.00\|45.48\|42.44\|207984;2026-05-25\|47.35\|7.74\|45.15\|52.52\|44.51\|257549;2026-05-26\|44.80\|-5.39\|47.06\|47.32\|44.10\|165246;2026-05-27\|44.90\|0.22\|45.50\|48.50\|44.00\|196043;2026-05-28\|46.63\|3.85\|43.95\|47.36\|42.98\|160207;2026-05-29\|44.92\|-3.67\|47.51\|49.99\|44.00\|182698;2026-06-01\|40.58\|-9.66\|44.00\|44.44\|40.50\|201167;2026-06-02\|39.43\|-2.83\|40.58\|41.55\|38.78\|137669;2026-06-03\|41.95\|6.39\|40.37\|44.30\|40.30\|164366;2026-06-04\|40.87\|-2.57\|40.80\|42.18\|40.35\|123828;2026-06-05\|38.33\|-6.21\|41.30\|41.35\|38.11\|149077;2026-06-08\|38.85\|1.36\|35.33\|42.30\|35.24\|201392;2026-06-09\|42.07\|8.29\|40.80\|42.99\|38.36\|125448;2026-06-10\|40.60\|-3.29\|41.21\|41.99\|38.90\|123657;2026-06-11\|41.00\|0.99\|41.58\|44.64\|40.70\|218743;2026-06-12\|41.20\|0.49\|42.27\|43.60\|40.95\|171426;2026-06-15\|43.79\|6.29\|42.02\|44.80\|40.68\|213737;2026-06-16\|46.45\|6.07\|43.38\|47.00\|42.90\|181527;2026-06-17\|50.38\|8.46\|45.55\|51.13\|44.63\|186187;2026-06-18\|48.00\|-4.72\|51.25\|51.35\|47.75\|175839;2026-06-22\|43.99\|-8.35\|49.00\|49.50\|42.40\|258547;2026-06-23\|43.76\|-0.52\|43.00\|45.08\|42.03\|141781;2026-06-24\|43.25\|-1.17\|43.14\|44.17\|41.63\|136090;2026-06-25\|51.90\|20.00\|44.45\|51.90\|42.96\|313944;2026-06-26\|51.51\|-0.75\|52.10\|55.01\|50.07\|250387;2026-06-29\|49.00\|-4.87\|51.76\|54.66\|46.91\|225006;2026-06-30\|53.50\|9.18\|48.10\|54.25\|48.02\|170936;2026-07-01\|53.19\|-0.58\|53.00\|55.00\|51.50\|146320;2026-07-02\|49.02\|-7.84\|49.99\|53.83\|48.60\|134686;2026-07-03\|47.20\|-3.71\|48.28\|50.59\|47.00\|119424;2026-07-06\|44.67\|-5.36\|47.20\|48.53\|43.33\|128432;2026-07-07\|43.65\|-2.28\|44.56\|45.00\|42.23\|79477;2026-07-08\|42.82\|-1.90\|44.00\|45.30\|41.16\|98442;2026-07-09\|44.90\|4.86\|43.82\|44.97\|42.10\|90684;2026-07-10\|41.37\|-7.86\|45.00\|45.71\|41.00\|128925;2026-07-13\|43.08\|4.13\|40.90\|45.88\|40.80\|168884;2026-07-14\|45.76\|6.22\|43.62\|47.95\|43.23\|183317;2026-07-15\|43.32\|-5.33\|46.68\|47.68\|41.68\|121870;2026-07-16\|39.00\|-9.97\|42.69\|43.80\|38.76\|100479;2026-07-17\|33.64\|-13.74\|39.00\|39.99\|33.40\|142427;2026-07-20\|29.00\|-13.79\|34.60\|35.65\|28.00\|176018;2026-07-21\|31.33\|8.03\|29.73\|31.33\|25.00\|16364833
90351	英特尔、德州仪器等业绩超预期，股价大涨	间接投资长鑫科技、甬矽电子+机器人关节+空调风叶行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年7月16日机构调研，公司通过认购宁波燕创德鑫创业投资合伙企业（有限合伙）的8,000万元份额，间接获得了长鑫科技集团股份有限公司的股权。据2026年4月24日年报，截至本报告期末，公司还持有宁波燕创宸翊创业投资基金合伙企业（有限合伙）份额比例为28.44%；持有宁波燕创德鑫创业投资合伙企业（有限合伙）份额比例为5.95%；持有金华御道数维创业投资合伙企业（有限合伙）份额比例为39.98%；持有甬矽电子股份比例为7.55%。 2、据2026年4月24日年报，公司自主研发的关节电机模组已开发5个型号，集成永磁同步电机、谐波减速器及智能控制技术，可适配人形机器人场景，计划年内落地应用。 3、据2026年4月24日年报，公司为空调风叶细分领域龙头，服务格力、美的、海尔等核心客户，2025年获工信部“制造业单项冠军企业”。	公司间接持有长鑫科技集团0.066%股份	2026-03-12\|24.80\|-2.48\|25.45\|25.50\|24.64\|21738;2026-03-13\|25.20\|1.61\|24.61\|25.45\|24.54\|28110;2026-03-16\|25.39\|0.75\|25.11\|25.47\|24.77\|21505;2026-03-17\|25.01\|-1.50\|25.39\|25.92\|25.00\|25861;2026-03-18\|25.36\|1.40\|25.00\|25.44\|24.88\|20290;2026-03-19\|24.53\|-3.27\|25.06\|25.36\|24.47\|24570;2026-03-20\|23.75\|-3.18\|24.73\|25.05\|23.75\|21606;2026-03-23\|22.15\|-6.74\|23.30\|23.41\|21.95\|35408;2026-03-24\|22.85\|3.16\|22.69\|22.86\|22.20\|24709;2026-03-25\|22.83\|-0.09\|22.86\|23.50\|22.40\|52060;2026-03-26\|22.51\|-1.40\|22.76\|23.45\|22.36\|30044;2026-03-27\|22.49\|-0.09\|22.17\|22.67\|22.07\|21530;2026-03-30\|22.34\|-0.67\|22.06\|22.44\|22.01\|14266;2026-03-31\|22.43\|0.40\|22.39\|22.88\|22.13\|31277;2026-04-01\|22.72\|1.29\|22.73\|22.98\|22.61\|23151;2026-04-02\|22.17\|-2.42\|22.75\|22.75\|21.97\|21260;2026-04-03\|21.69\|-2.17\|22.19\|22.19\|21.60\|17404;2026-04-07\|21.99\|1.38\|21.70\|22.21\|21.70\|16076;2026-04-08\|23.10\|5.05\|22.69\|23.17\|22.51\|25308;2026-04-09\|22.93\|-0.74\|22.99\|23.18\|22.77\|14248;2026-04-10\|23.19\|1.13\|22.99\|23.46\|22.99\|20227;2026-04-13\|23.15\|-0.17\|23.09\|23.17\|22.85\|16023;2026-04-14\|23.85\|3.02\|23.43\|23.85\|23.16\|23142;2026-04-15\|23.55\|-1.26\|23.85\|24.07\|23.48\|18779;2026-04-16\|23.75\|0.85\|23.55\|23.99\|23.42\|17375;2026-04-17\|23.86\|0.46\|23.68\|23.89\|23.42\|20926;2026-04-20\|23.85\|-0.04\|23.82\|24.09\|23.70\|19008;2026-04-21\|23.69\|-0.67\|23.83\|23.83\|23.53\|15481;2026-04-22\|23.85\|0.68\|23.50\|23.99\|23.50\|18170;2026-04-23\|23.25\|-2.52\|23.80\|24.47\|23.10\|31267;2026-04-24\|22.38\|-3.74\|22.98\|23.39\|21.83\|50352;2026-04-27\|24.62\|10.01\|22.44\|24.62\|22.01\|75259;2026-04-28\|23.14\|-6.01\|24.56\|24.58\|22.86\|90677;2026-04-29\|22.59\|-2.38\|23.10\|23.28\|22.32\|57045;2026-04-30\|24.85\|10.00\|23.22\|24.85\|23.15\|77901;2026-05-06\|25.38\|2.13\|25.55\|25.98\|25.03\|139258;2026-05-07\|26.06\|2.68\|25.46\|26.18\|25.20\|102933;2026-05-08\|25.80\|-1.00\|26.00\|26.27\|25.61\|68340;2026-05-11\|26.66\|3.33\|26.11\|26.98\|26.00\|85560;2026-05-12\|27.46\|3.00\|26.51\|27.50\|26.22\|86649;2026-05-13\|26.99\|-1.71\|27.00\|27.33\|26.28\|79328;2026-05-14\|26.71\|-1.04\|26.90\|27.50\|26.71\|69024;2026-05-15\|27.41\|2.62\|26.80\|27.86\|26.60\|79212;2026-05-18\|30.15\|10.00\|30.15\|30.15\|29.60\|52966;2026-05-19\|28.63\|-5.04\|29.49\|30.00\|28.10\|159348;2026-05-20\|29.82\|4.16\|29.15\|30.06\|28.64\|134265;2026-05-21\|28.80\|-3.42\|29.82\|31.49\|28.73\|143092;2026-05-22\|29.00\|0.69\|29.34\|29.94\|28.30\|115430;2026-05-25\|30.06\|3.66\|28.95\|30.45\|28.50\|113165;2026-05-26\|30.45\|1.30\|30.03\|31.26\|29.70\|133212;2026-05-27\|29.06\|-4.56\|30.33\|30.45\|28.83\|90077;2026-05-28\|28.48\|-2.00\|28.99\|29.54\|27.68\|99556;2026-05-29\|27.20\|-4.49\|28.56\|28.91\|26.99\|71181;2026-06-01\|26.82\|-1.40\|27.20\|27.50\|26.51\|53651;2026-06-02\|26.19\|-2.35\|26.56\|27.00\|25.71\|46485;2026-06-03\|25.89\|-1.15\|26.20\|26.84\|25.66\|65916;2026-06-04\|25.86\|-0.12\|25.55\|26.19\|25.50\|35000;2026-06-05\|25.72\|-0.54\|25.89\|26.30\|24.90\|47871;2026-06-08\|24.41\|-5.09\|24.91\|25.33\|24.00\|41870;2026-06-09\|24.81\|1.64\|24.65\|24.95\|24.21\|33264;2026-06-10\|25.36\|2.22\|24.50\|25.75\|24.23\|62679;2026-06-11\|25.79\|1.70\|24.95\|25.97\|24.95\|53298;2026-06-12\|25.30\|-1.90\|25.98\|26.89\|25.16\|52279;2026-06-15\|27.83\|10.00\|25.65\|27.83\|25.65\|84850;2026-06-16\|28.48\|2.34\|28.39\|29.26\|27.98\|97142;2026-06-17\|29.08\|2.11\|28.48\|29.37\|28.24\|71225;2026-06-18\|28.77\|0.84\|28.54\|28.98\|28.18\|62454;2026-06-22\|28.53\|-0.83\|28.74\|29.30\|27.82\|66803;2026-06-23\|29.06\|1.86\|28.25\|29.70\|27.88\|69866;2026-06-24\|29.62\|1.93\|28.95\|29.95\|28.27\|66620;2026-06-25\|28.90\|-2.43\|29.80\|30.35\|28.68\|68793;2026-06-26\|29.41\|1.76\|28.82\|30.83\|28.71\|87003;2026-06-29\|32.35\|10.00\|29.80\|32.35\|29.62\|131779;2026-06-30\|34.25\|5.87\|33.67\|34.80\|31.70\|211459;2026-07-01\|33.80\|-1.31\|34.28\|35.88\|33.51\|171433;2026-07-02\|32.23\|-4.64\|32.19\|33.88\|32.09\|116016;2026-07-03\|35.45\|9.99\|32.01\|35.45\|31.66\|126710;2026-07-06\|33.90\|-4.37\|36.00\|36.00\|33.00\|145347;2026-07-07\|31.92\|-5.84\|33.45\|33.90\|31.62\|80701;2026-07-08\|30.45\|-4.61\|32.23\|32.60\|30.41\|72275;2026-07-09\|33.50\|10.02\|31.50\|33.50\|31.20\|48751;2026-07-10\|32.71\|-2.36\|35.31\|35.31\|32.68\|170339;2026-07-13\|29.55\|-9.66\|32.55\|32.98\|29.44\|109380;2026-07-14\|29.27\|-0.95\|29.98\|30.90\|28.37\|89705;2026-07-15\|28.36\|-3.11\|30.00\|31.00\|28.00\|84678;2026-07-16\|26.00\|-8.32\|27.77\|28.22\|25.56\|91967;2026-07-17\|23.40\|-10.00\|25.86\|26.08\|23.40\|88807;2026-07-20\|21.67\|-7.39\|23.89\|24.05\|21.21\|110061;2026-07-21\|23.07\|6.46\|22.02\|23.25\|20.27\|104008
90350	英特尔、德州仪器等业绩超预期，股价大涨	PCIe5.0量产+AI算力交换芯片+买入评级行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月30日年报，公司自主研发的PCIe5.0 104通道高速交换芯片顺利量产，各项性能指标达到商用标准，第四季度已实现数千片出货。 2、公司通过2025年并购数渡科技，正式切入AI算力交换芯片赛道，长期目标是成为中国算力系统交换芯片和解决方案龙头企业。 3、据开源证券2026年6月16日研报，首次覆盖给予“买入”评级，看好公司在PCIe交换芯片领域的国产替代前景及AI互联需求增长。 4、据2026年6月23日公告，公司将于近期召开2025年度暨2026年第一季度业绩说明会。	公司拟投资8.54亿元取得数渡科技62.98%股权，标的PCIe5.0交换芯片有望于2025年底逐步开始批量供货	2026-03-12\|10.76\|-0.92\|10.88\|11.03\|10.70\|294337;2026-03-13\|10.83\|0.65\|10.75\|11.10\|10.58\|453513;2026-03-16\|10.77\|-0.55\|10.80\|10.81\|10.60\|252838;2026-03-17\|10.56\|-1.95\|10.74\|10.84\|10.55\|281441;2026-03-18\|10.73\|1.61\|10.60\|10.75\|10.53\|291978;2026-03-19\|10.46\|-2.52\|10.60\|10.65\|10.36\|313783;2026-03-20\|10.33\|-1.24\|10.50\|10.66\|10.26\|288183;2026-03-23\|9.84\|-4.74\|10.05\|10.25\|9.72\|472286;2026-03-24\|10.12\|2.85\|9.97\|10.14\|9.78\|312138;2026-03-25\|10.36\|2.37\|10.20\|10.44\|10.14\|341312;2026-03-26\|9.93\|-4.15\|10.40\|10.40\|9.85\|340835;2026-03-27\|9.92\|-0.10\|9.75\|10.02\|9.70\|269653;2026-03-30\|9.83\|-0.91\|9.78\|10.00\|9.71\|346374;2026-03-31\|9.88\|0.51\|9.87\|10.08\|9.77\|326267;2026-04-01\|9.50\|-3.85\|10.07\|10.07\|9.36\|712286;2026-04-02\|9.16\|-3.58\|9.48\|9.48\|9.10\|527813;2026-04-03\|9.17\|0.11\|9.17\|9.40\|9.12\|342600;2026-04-07\|8.92\|-2.73\|9.18\|9.33\|8.91\|447225;2026-04-08\|9.42\|5.61\|9.10\|9.43\|9.06\|626133;2026-04-09\|9.50\|0.85\|9.26\|9.86\|9.17\|615629;2026-04-10\|9.33\|-1.79\|9.65\|9.72\|9.33\|388679;2026-04-13\|9.90\|6.11\|9.23\|10.26\|9.23\|1990480;2026-04-14\|9.67\|-2.32\|9.85\|10.18\|9.60\|1403098;2026-04-15\|9.62\|-0.52\|9.68\|9.98\|9.47\|870187;2026-04-16\|9.70\|0.83\|9.60\|9.78\|9.55\|513205;2026-04-17\|9.69\|-0.10\|9.66\|9.75\|9.60\|397029;2026-04-20\|9.78\|0.93\|9.64\|9.96\|9.56\|475754;2026-04-21\|9.68\|-1.02\|9.80\|9.98\|9.63\|410636;2026-04-22\|9.84\|1.65\|9.61\|9.85\|9.38\|569282;2026-04-23\|10.03\|1.93\|9.83\|10.48\|9.81\|925457;2026-04-24\|9.70\|-3.29\|10.00\|10.26\|9.70\|744076;2026-04-27\|10.67\|10.00\|10.00\|10.67\|9.81\|1273922;2026-04-28\|10.22\|-4.22\|10.66\|10.72\|10.15\|1184026;2026-04-29\|10.25\|0.29\|10.14\|10.40\|10.07\|694892;2026-04-30\|11.28\|10.05\|10.32\|11.28\|10.31\|1639527;2026-05-06\|11.53\|2.22\|11.82\|11.96\|11.40\|2054222;2026-05-07\|12.26\|6.33\|11.65\|12.50\|11.42\|1902895;2026-05-08\|12.27\|0.08\|12.10\|12.65\|12.00\|1145186;2026-05-11\|12.89\|5.05\|12.66\|13.17\|12.44\|1371597;2026-05-12\|13.10\|1.63\|12.89\|13.46\|12.71\|1295484;2026-05-13\|13.14\|0.31\|12.98\|13.30\|12.76\|1106835;2026-05-14\|12.52\|-4.72\|13.42\|13.45\|12.52\|1110593;2026-05-15\|13.31\|6.31\|12.77\|13.77\|12.68\|2166605;2026-05-18\|12.65\|-4.96\|13.00\|13.00\|12.54\|1359908;2026-05-19\|13.92\|10.04\|12.60\|13.92\|12.20\|1506182;2026-05-20\|14.21\|2.08\|14.23\|15.27\|14.00\|2069800;2026-05-21\|15.41\|8.44\|14.70\|15.63\|14.70\|2651557;2026-05-22\|15.69\|1.82\|15.69\|16.38\|14.66\|3263707;2026-05-25\|15.50\|-1.21\|15.70\|15.97\|14.78\|2451789;2026-05-26\|15.04\|-2.97\|15.40\|15.66\|14.15\|2279273;2026-05-27\|15.28\|1.60\|15.10\|16.48\|15.10\|1998093;2026-05-28\|16.81\|10.01\|15.73\|16.81\|15.55\|2507836;2026-05-29\|16.17\|-3.81\|17.47\|17.70\|16.01\|2323886;2026-06-01\|15.84\|-2.04\|16.00\|16.47\|15.47\|1709329;2026-06-02\|15.62\|-1.39\|16.18\|16.30\|15.00\|1483898;2026-06-03\|17.15\|9.80\|16.50\|17.18\|16.01\|2888291;2026-06-04\|18.87\|10.03\|16.50\|18.87\|16.40\|1509259;2026-06-05\|17.39\|-7.84\|18.30\|18.77\|17.20\|3084360;2026-06-08\|16.45\|-5.41\|16.05\|17.61\|16.05\|1661082;2026-06-09\|16.75\|1.82\|16.90\|17.12\|15.85\|1814921;2026-06-10\|16.63\|-0.72\|16.50\|17.09\|15.68\|1376965;2026-06-11\|17.14\|3.07\|16.44\|18.06\|16.38\|1447181;2026-06-12\|16.07\|-6.24\|17.50\|17.79\|16.00\|1742054;2026-06-15\|17.33\|7.84\|16.05\|17.55\|15.71\|1680283;2026-06-16\|16.78\|-3.17\|17.14\|17.67\|16.72\|1227514;2026-06-17\|17.61\|4.95\|16.88\|17.84\|16.46\|1492010;2026-06-18\|18.65\|5.91\|17.61\|19.36\|17.45\|1923824;2026-06-22\|17.59\|-5.68\|19.00\|19.25\|16.79\|2250101;2026-06-23\|17.39\|-1.14\|17.28\|17.86\|17.08\|1075942;2026-06-24\|19.13\|10.01\|17.40\|19.13\|16.51\|2109773;2026-06-25\|19.71\|3.03\|19.50\|20.22\|18.62\|2056893;2026-06-26\|19.97\|1.32\|19.68\|20.60\|19.37\|1751181;2026-06-29\|18.47\|-7.51\|20.50\|21.32\|17.97\|1982227;2026-06-30\|19.00\|2.87\|18.20\|19.40\|17.80\|1344148;2026-07-01\|17.81\|-6.26\|18.87\|19.38\|17.60\|1778021;2026-07-02\|16.40\|-7.92\|16.94\|17.80\|16.33\|1553812;2026-07-03\|15.37\|-6.28\|16.01\|16.69\|15.35\|1435714;2026-07-06\|16.91\|10.02\|15.80\|16.91\|15.50\|1295126;2026-07-07\|18.60\|9.99\|16.88\|18.60\|16.50\|2533021;2026-07-08\|19.50\|4.84\|18.88\|20.39\|18.36\|2563189;2026-07-09\|20.79\|6.62\|19.36\|21.12\|19.21\|2006712;2026-07-10\|19.80\|-4.76\|20.30\|21.31\|19.80\|1775665;2026-07-13\|19.91\|0.56\|19.29\|21.29\|19.27\|1924061;2026-07-14\|19.17\|-3.72\|20.15\|20.48\|18.47\|1580882;2026-07-15\|17.98\|-6.21\|19.30\|19.90\|17.70\|1575170;2026-07-16\|19.48\|8.34\|17.74\|19.78\|17.19\|1857314;2026-07-17\|17.53\|-10.01\|18.99\|19.36\|17.53\|1565187;2026-07-20\|15.78\|-9.98\|17.10\|17.17\|15.78\|1346218;2026-07-21\|15.05\|-4.63\|14.83\|15.78\|14.20\|2513262
90349	英特尔、德州仪器等业绩超预期，股价大涨	半导体材料+光刻胶+显影液国产替代+客户拓展行业原因：据证券时报5月7日报道，2026年以来半导体上游材料、晶圆代工、封装环节全线涨价，存储、功率半导体等细分龙头已落地提价并兑现业绩，一季度行业毛利率环比提升2.49个百分点。公司原因： 1、据2026年4月25日年度报告，公司承接的工信部“集成电路制造产线零部件、材料和关键设备关键材料研发及产业化验证项目”已通过政府主导的整体验收，该项目与国内芯片龙头企业协同开展大规模集成电路用图形化显影液产品研发及产业化应用验证。 2、据2025年10月28日业绩说明会，公司承接的浙江省“领雁”研发攻关计划项目——“先进半导体材料中光刻胶配套高纯显影液的技术研发”已完成技术开发验证和产业化应用测试，相关产品已量供导入半导体功率器件领域的头部企业，并进一步拓宽应用场景。 3、据2026年4月25日年度报告，公司专业从事超净高纯湿电子化学品的研发、生产和销售，核心产品TMAH显影液成功打破国外技术垄断并实现替代进口，产品已导入京东方、韩国LG、华星光电、天马微电子、维信诺等国内外大型面板企业。 4、据2026年4月25日年度报告，公司四川工厂出产的显影液产品已导入西南地区新建的国内首条高世代AMOLED产线并实现量供，同时公司已成为具备向韩国LGD公司直接供应资格的中国湿电子化学品供应商。	1、国内湿电子化学品主要生产厂商之一；公司产品主要有显影液、蚀刻液、稀释液、清洗液等，核心产品TMAH显影液系LCD、OLED显示面板生产过程中的关键材料之一； 2、TMA价格持续上涨，据网络截图显示，查询到公司也在生产和销售偏苯三酸酐	2026-03-12\|30.93\|-2.67\|31.67\|31.93\|30.85\|23768;2026-03-13\|30.59\|-1.10\|30.78\|31.31\|30.52\|16984;2026-03-16\|30.80\|0.69\|30.62\|30.94\|29.72\|21779;2026-03-17\|29.40\|-4.55\|30.88\|30.88\|29.33\|25292;2026-03-18\|29.81\|1.39\|29.63\|29.94\|29.10\|15778;2026-03-19\|29.00\|-2.72\|29.39\|29.52\|28.88\|18027;2026-03-20\|28.39\|-2.10\|29.00\|29.36\|28.36\|16556;2026-03-23\|26.02\|-8.35\|27.96\|27.99\|26.02\|38192;2026-03-24\|26.88\|3.31\|26.55\|26.93\|25.94\|27631;2026-03-25\|27.57\|2.57\|26.99\|27.77\|26.99\|21562;2026-03-26\|26.75\|-2.97\|27.39\|27.64\|26.58\|17808;2026-03-27\|27.36\|2.28\|26.30\|27.47\|26.27\|18089;2026-03-30\|27.30\|-0.22\|26.88\|27.37\|26.80\|16271;2026-03-31\|26.64\|-2.42\|27.27\|27.41\|26.64\|14968;2026-04-01\|27.19\|2.06\|27.28\|27.28\|26.84\|17299;2026-04-02\|26.51\|-2.50\|27.19\|27.19\|26.40\|13899;2026-04-03\|26.39\|-0.45\|26.42\|26.82\|26.22\|14321;2026-04-07\|26.56\|0.64\|26.51\|26.85\|26.41\|14770;2026-04-08\|27.69\|4.25\|27.40\|27.69\|27.08\|22653;2026-04-09\|27.33\|-1.30\|27.41\|27.72\|27.20\|14662;2026-04-10\|27.55\|0.81\|27.66\|27.85\|27.48\|16357;2026-04-13\|27.46\|-0.33\|27.40\|27.65\|27.20\|14227;2026-04-14\|27.96\|1.82\|27.80\|28.13\|27.60\|17502;2026-04-15\|27.85\|-0.39\|28.15\|28.90\|27.80\|28470;2026-04-16\|28.39\|1.94\|27.84\|28.45\|27.58\|20856;2026-04-17\|29.35\|3.38\|28.40\|29.84\|28.19\|35427;2026-04-20\|30.91\|5.32\|29.50\|31.30\|29.02\|66340;2026-04-21\|31.82\|2.94\|30.91\|32.49\|30.90\|84832;2026-04-22\|31.80\|-0.06\|32.30\|32.59\|31.50\|57539;2026-04-23\|32.01\|0.66\|32.71\|33.73\|31.18\|115719;2026-04-24\|31.34\|-2.09\|30.70\|31.87\|30.70\|59428;2026-04-27\|34.47\|9.99\|31.92\|34.47\|31.92\|101594;2026-04-28\|37.92\|10.01\|35.00\|37.92\|33.61\|185313;2026-04-29\|39.19\|3.35\|37.90\|39.74\|36.85\|257518;2026-04-30\|38.82\|-0.94\|38.29\|39.54\|38.25\|127463;2026-05-06\|40.06\|3.19\|39.30\|40.73\|38.88\|133065;2026-05-07\|44.07\|10.01\|40.07\|44.07\|40.07\|130991;2026-05-08\|42.80\|-2.88\|43.75\|44.94\|42.64\|120113;2026-05-11\|42.95\|0.35\|43.34\|44.28\|41.80\|105605;2026-05-12\|44.40\|3.38\|43.46\|45.98\|42.52\|107823;2026-05-13\|45.14\|1.67\|43.15\|45.75\|42.85\|90861;2026-05-14\|44.01\|-2.50\|45.00\|45.97\|43.88\|75646;2026-05-15\|46.29\|5.18\|44.27\|47.37\|44.15\|98157;2026-05-18\|45.38\|-1.97\|45.83\|46.00\|44.28\|84428;2026-05-19\|48.41\|6.68\|44.86\|49.38\|44.50\|94036;2026-05-20\|50.80\|4.94\|48.11\|50.98\|47.61\|97545;2026-05-21\|49.68\|-2.20\|52.33\|55.78\|49.00\|149478;2026-05-22\|54.65\|10.00\|50.26\|54.65\|48.98\|69992;2026-05-25\|59.35\|8.60\|57.64\|59.98\|56.25\|114849;2026-05-26\|60.10\|1.26\|59.35\|62.50\|57.84\|128649;2026-05-27\|58.01\|-3.48\|59.50\|62.52\|57.60\|96159;2026-05-28\|63.74\|9.88\|57.43\|63.81\|57.43\|152189;2026-05-29\|64.00\|0.41\|62.50\|66.30\|62.50\|131966;2026-06-01\|65.81\|2.83\|64.60\|67.20\|62.00\|110623;2026-06-02\|61.50\|-6.55\|64.71\|66.70\|59.89\|129395;2026-06-03\|60.38\|-1.82\|62.00\|62.58\|56.00\|178842;2026-06-04\|59.96\|-0.70\|58.58\|62.19\|57.80\|102650;2026-06-05\|57.78\|-3.64\|59.40\|60.58\|57.30\|88807;2026-06-08\|56.66\|-1.94\|55.08\|59.61\|54.01\|69640;2026-06-09\|57.97\|2.31\|58.20\|59.00\|56.29\|88850;2026-06-10\|58.77\|1.70\|57.00\|60.00\|56.34\|93002;2026-06-11\|59.81\|1.77\|58.67\|61.43\|57.01\|135228;2026-06-12\|53.83\|-10.00\|62.00\|62.99\|53.83\|155586;2026-06-15\|53.88\|0.09\|54.10\|55.25\|51.87\|141928;2026-06-16\|57.10\|5.98\|54.03\|57.88\|52.15\|121708;2026-06-17\|57.39\|0.51\|56.00\|58.19\|55.70\|66713;2026-06-18\|55.99\|-2.44\|56.82\|58.18\|55.89\|64012;2026-06-22\|57.90\|3.41\|58.30\|59.38\|56.80\|84605;2026-06-23\|57.78\|-0.21\|58.07\|59.40\|55.43\|70431;2026-06-24\|59.68\|3.29\|57.48\|60.50\|54.77\|92189;2026-06-25\|55.23\|-7.46\|60.00\|60.50\|54.86\|117357;2026-06-26\|53.89\|-2.43\|55.00\|56.27\|53.77\|70512;2026-06-29\|57.29\|6.31\|53.97\|57.60\|52.23\|121120;2026-06-30\|59.40\|3.68\|57.00\|60.15\|56.00\|111311;2026-07-01\|56.55\|-4.80\|59.00\|61.88\|56.41\|115047;2026-07-02\|57.96\|2.49\|54.65\|61.75\|53.06\|117409;2026-07-03\|54.31\|-6.30\|57.00\|58.95\|54.31\|96321;2026-07-06\|59.74\|10.00\|54.41\|59.74\|53.70\|113472;2026-07-07\|56.30\|-5.76\|58.54\|60.71\|56.15\|149222;2026-07-08\|53.59\|-4.81\|56.86\|58.82\|53.53\|98281;2026-07-09\|55.60\|3.75\|54.42\|55.87\|52.64\|90051;2026-07-10\|57.98\|4.28\|55.96\|61.00\|50.41\|224260;2026-07-13\|57.68\|-0.52\|57.39\|62.98\|56.70\|182778;2026-07-14\|56.62\|-1.84\|57.64\|59.02\|54.40\|119529;2026-07-15\|53.20\|-6.04\|57.75\|58.80\|52.82\|99419;2026-07-16\|47.88\|-10.00\|52.51\|53.40\|47.88\|92909;2026-07-17\|43.09\|-10.00\|45.97\|46.92\|43.09\|74987;2026-07-20\|38.78\|-10.00\|39.39\|40.94\|38.78\|33555;2026-07-21\|38.00\|-2.01\|37.81\|38.52\|34.90\|172959
90348	英特尔、德州仪器等业绩超预期，股价大涨	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。 2、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，一季度净利润4068.48万，同比扭亏。	2026-03-12\|34.45\|3.98\|32.90\|34.76\|32.16\|139928;2026-03-13\|32.23\|-6.44\|33.43\|34.44\|32.23\|86959;2026-03-16\|31.75\|-1.49\|32.50\|32.78\|31.20\|85975;2026-03-17\|29.40\|-7.40\|32.10\|32.60\|29.00\|107019;2026-03-18\|29.82\|1.43\|30.30\|30.33\|29.17\|66771;2026-03-19\|28.82\|-3.35\|28.88\|29.43\|28.30\|59122;2026-03-20\|27.82\|-3.47\|29.00\|29.50\|27.66\|58299;2026-03-23\|26.26\|-5.61\|27.61\|27.64\|25.81\|72927;2026-03-24\|28.39\|8.11\|27.17\|28.43\|25.88\|93859;2026-03-25\|30.87\|8.74\|28.98\|33.01\|28.50\|126294;2026-03-26\|29.33\|-4.99\|30.87\|30.87\|29.18\|72343;2026-03-27\|31.40\|7.06\|28.00\|32.56\|28.00\|114019;2026-03-30\|31.42\|0.06\|30.90\|32.04\|30.30\|75079;2026-03-31\|28.89\|-8.05\|31.59\|31.59\|28.65\|96278;2026-04-01\|29.75\|2.98\|30.29\|30.36\|28.80\|63744;2026-04-02\|27.99\|-5.92\|29.16\|29.50\|27.66\|54392;2026-04-03\|28.90\|3.25\|28.40\|30.30\|28.20\|80690;2026-04-07\|28.35\|-1.90\|28.80\|29.80\|28.24\|63912;2026-04-08\|31.33\|10.51\|30.00\|31.88\|29.40\|97433;2026-04-09\|31.79\|1.47\|31.00\|33.50\|30.50\|130892;2026-04-10\|32.03\|0.76\|32.10\|34.13\|32.00\|119262;2026-04-13\|31.33\|-2.19\|31.31\|32.56\|31.03\|91372;2026-04-14\|32.41\|3.45\|31.96\|33.45\|31.44\|103188;2026-04-15\|31.76\|-2.01\|33.00\|33.69\|31.40\|92489;2026-04-16\|31.63\|-0.41\|31.58\|31.99\|30.61\|64353;2026-04-17\|35.75\|13.03\|31.78\|37.96\|31.78\|215539;2026-04-20\|33.50\|-6.29\|34.58\|36.37\|33.33\|175493;2026-04-21\|34.99\|4.45\|33.03\|36.30\|32.20\|165638;2026-04-22\|39.83\|13.83\|35.34\|41.87\|35.00\|186265;2026-04-23\|36.66\|-7.96\|39.39\|40.50\|36.30\|153260;2026-04-24\|38.50\|5.02\|35.62\|40.00\|35.01\|152742;2026-04-27\|46.20\|20.00\|43.61\|46.20\|43.61\|105632;2026-04-28\|54.39\|17.73\|50.00\|55.22\|47.87\|317934;2026-04-29\|49.70\|-8.62\|51.68\|52.24\|47.50\|234230;2026-04-30\|53.20\|7.04\|49.22\|56.34\|47.88\|229876;2026-05-06\|55.49\|4.30\|54.26\|58.32\|52.02\|202125;2026-05-07\|57.20\|3.08\|54.49\|57.96\|53.03\|162747;2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;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\|13933818
90347	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：东方明珠因间接持有超聚变1.3182%股份叠加2025年扣非净利大增47.57%、AI内容应用落地加速而涨停；涨停缘由：公司原因： 1、通过相关基金间接持有超聚变1.3182%股份，超聚变IPO辅导完成，市场关注其AI服务器业务价值重估； 2、2025年扣非净利润同比增长47.57%，主业稳健叠加投资收益贡献提升； 3、旗下百视通等平台加速接入大模型，AI视频生成、智能推荐等场景落地提速；资金逻辑：资金挖掘AI基础设施+内容应用双主线低位标的，低估值叠加高成长性引发估值修复行情；风险提示：超聚变持股比例较低，对其经营成果影响有限，AI内容变现路径仍处早期阶段	超聚变数字技术股份有限公司首次公开发行股票并上市辅导工作完成，公司通过相关基金间接持有超聚变1.3182%股份；25年扣非净利润增长47.57%	2026-03-12\|10.63\|-0.84\|10.70\|10.80\|10.55\|368917;2026-03-13\|10.40\|-2.16\|10.56\|10.65\|10.38\|399921;2026-03-16\|10.47\|0.67\|10.41\|10.47\|10.32\|301394;2026-03-17\|10.30\|-1.62\|10.50\|10.55\|10.30\|313928;2026-03-18\|10.44\|1.36\|10.30\|10.45\|10.20\|291826;2026-03-19\|10.21\|-2.20\|10.30\|10.33\|10.17\|322364;2026-03-20\|9.90\|-3.04\|10.23\|10.27\|9.89\|465529;2026-03-23\|9.30\|-6.06\|9.68\|9.73\|9.23\|590029;2026-03-24\|9.50\|2.15\|9.50\|9.52\|9.32\|404002;2026-03-25\|9.64\|1.47\|9.53\|9.70\|9.53\|332858;2026-03-26\|9.40\|-2.49\|9.65\|9.72\|9.35\|320570;2026-03-27\|9.53\|1.38\|9.32\|9.57\|9.30\|295038;2026-03-30\|9.54\|0.10\|9.38\|9.59\|9.32\|285711;2026-03-31\|9.42\|-1.26\|9.54\|9.66\|9.42\|264247;2026-04-01\|9.60\|1.91\|9.59\|9.64\|9.47\|290133;2026-04-02\|9.30\|-3.12\|9.58\|9.58\|9.25\|326609;2026-04-03\|9.09\|-2.26\|9.33\|9.35\|9.03\|280709;2026-04-07\|9.17\|0.88\|9.10\|9.23\|9.10\|227637;2026-04-08\|9.72\|6.00\|9.38\|9.72\|9.38\|534411;2026-04-09\|9.52\|-2.06\|9.60\|9.65\|9.51\|334018;2026-04-10\|9.63\|1.16\|9.59\|9.73\|9.58\|352080;2026-04-13\|9.57\|-0.62\|9.56\|9.68\|9.53\|255764;2026-04-14\|9.81\|2.51\|9.65\|9.82\|9.65\|488249;2026-04-15\|9.66\|-1.53\|9.83\|9.85\|9.65\|302523;2026-04-16\|9.93\|2.79\|9.70\|10.05\|9.65\|682032;2026-04-17\|10.00\|0.70\|9.83\|10.09\|9.76\|573631;2026-04-20\|9.99\|-0.10\|9.96\|10.05\|9.88\|428711;2026-04-21\|9.99\|0.00\|10.00\|10.24\|9.97\|427929;2026-04-22\|10.04\|0.50\|9.99\|10.17\|9.95\|409639;2026-04-23\|9.92\|-1.20\|10.01\|10.09\|9.88\|415054;2026-04-24\|9.87\|-0.50\|9.90\|10.01\|9.67\|400306;2026-04-27\|10.86\|10.03\|10.64\|10.86\|10.62\|471753;2026-04-28\|10.25\|-5.62\|11.00\|11.00\|10.20\|1770543;2026-04-29\|10.12\|-1.27\|10.13\|10.35\|10.11\|818190;2026-04-30\|9.98\|-1.38\|9.91\|10.11\|9.84\|699625;2026-05-06\|10.27\|2.91\|10.02\|10.38\|10.00\|810118;2026-05-07\|10.56\|2.82\|10.30\|10.58\|10.23\|857294;2026-05-08\|10.62\|0.57\|10.55\|10.72\|10.50\|769895;2026-05-11\|10.58\|-0.38\|10.64\|10.68\|10.48\|613948;2026-05-12\|10.26\|-3.02\|10.55\|10.59\|10.20\|709711;2026-05-13\|10.22\|-0.39\|10.20\|10.34\|10.12\|667966;2026-05-14\|9.72\|-4.89\|10.29\|10.44\|9.70\|788988;2026-05-15\|9.64\|-0.82\|9.74\|9.94\|9.56\|565956;2026-05-18\|10.05\|4.25\|9.63\|10.45\|9.63\|968447;2026-05-19\|10.25\|1.99\|10.05\|10.32\|10.00\|627036;2026-05-20\|10.52\|2.63\|10.39\|10.65\|10.17\|1156660;2026-05-21\|10.39\|-1.24\|10.49\|10.95\|10.36\|1356366;2026-05-22\|10.40\|0.10\|10.45\|10.48\|10.25\|713890;2026-05-25\|11.44\|10.00\|11.39\|11.44\|11.22\|1267960;2026-05-26\|10.31\|-9.88\|11.00\|11.09\|10.30\|2116092;2026-05-27\|10.37\|0.58\|10.20\|10.88\|10.17\|1225512;2026-05-28\|9.91\|-4.44\|10.22\|10.24\|9.77\|1050570;2026-05-29\|9.73\|-1.82\|9.91\|10.17\|9.69\|693321;2026-06-01\|9.73\|0.00\|9.70\|9.90\|9.63\|515051;2026-06-02\|9.44\|-2.98\|9.74\|9.75\|9.33\|597798;2026-06-03\|9.32\|-1.27\|9.39\|9.51\|9.26\|424642;2026-06-04\|9.10\|-2.36\|9.25\|9.29\|9.06\|497115;2026-06-05\|9.15\|0.55\|9.20\|9.38\|9.12\|463768;2026-06-08\|8.83\|-3.50\|8.94\|9.12\|8.76\|507881;2026-06-09\|8.96\|1.47\|8.94\|8.99\|8.79\|357258;2026-06-10\|8.74\|-2.46\|8.89\|8.98\|8.69\|394319;2026-06-11\|8.44\|-3.43\|8.67\|8.68\|8.39\|427558;2026-06-12\|8.60\|1.90\|8.55\|8.77\|8.49\|549098;2026-06-15\|8.64\|0.47\|8.63\|8.70\|8.55\|440763;2026-06-16\|8.81\|1.97\|8.65\|8.84\|8.50\|524651;2026-06-17\|8.81\|0.00\|8.77\|8.86\|8.69\|344225;2026-06-18\|8.88\|0.79\|8.77\|8.97\|8.66\|394044;2026-06-22\|8.82\|-0.68\|8.81\|8.83\|8.55\|513724;2026-06-23\|8.69\|-1.47\|8.80\|9.07\|8.64\|508998;2026-06-24\|8.53\|-1.84\|8.70\|8.70\|8.41\|457312;2026-06-25\|8.56\|0.35\|8.51\|8.63\|8.43\|391135;2026-06-26\|8.31\|-2.92\|8.48\|8.58\|8.25\|564806;2026-06-29\|8.22\|-1.08\|8.28\|8.38\|8.10\|428507;2026-06-30\|8.31\|1.09\|8.20\|8.38\|8.14\|390609;2026-07-01\|8.26\|-0.60\|8.26\|8.37\|8.16\|497209;2026-07-02\|8.14\|-1.45\|8.21\|8.37\|8.13\|469115;2026-07-03\|8.09\|-0.61\|8.16\|8.21\|8.05\|362995;2026-07-06\|8.07\|-0.25\|8.10\|8.20\|8.06\|331205;2026-07-07\|7.77\|-3.72\|8.06\|8.06\|7.76\|400906;2026-07-08\|7.86\|1.16\|7.78\|7.90\|7.72\|342724;2026-07-09\|7.89\|0.38\|7.77\|7.90\|7.68\|383751;2026-07-10\|8.16\|3.42\|7.87\|8.38\|7.79\|667589;2026-07-13\|7.71\|-5.51\|8.10\|8.14\|7.69\|519042;2026-07-14\|7.72\|0.13\|7.75\|7.92\|7.60\|357816;2026-07-15\|7.83\|1.42\|7.73\|7.93\|7.69\|387968;2026-07-16\|7.92\|1.15\|7.76\|8.00\|7.71\|380609;2026-07-17\|7.63\|-3.66\|7.89\|7.98\|7.54\|517582;2026-07-20\|7.68\|0.66\|7.68\|7.78\|7.56\|401042;2026-07-21\|7.83\|1.95\|7.65\|7.83\|7.62\|390286
90346	英特尔、德州仪器等业绩超预期，股价大涨	存储芯片+华为昇腾+分销龙头+一季报增长行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月29日一季报，公司一季度营收77.01亿元、归母净利2.01亿元，分别同比增长47.28%、90.28%，存储类产品线出货额同比增约250%，长尾采购业务收入同比增约300%。 2、据2026年3月27日年报及5月8日互动易，公司为国内电子元器件授权分销龙头，代理江波龙、兆易创新等存储品牌，是华为昇腾APN“金牌部件伙伴”，已完成昇腾边缘AI模组、推理计算盒等多款产品开发。 3、据2026年4月8日投资者关系活动记录表，公司判断本轮存储涨价由AI算力基建需求与原厂产能倾斜共振导致，预计今年上半年存储涨价仍将持续，量价齐升有望同步提升分销业务毛利率。	公司是华为海思全系列产品代理商	2026-03-12\|25.88\|-1.22\|25.80\|26.17\|25.48\|404394;2026-03-13\|26.21\|1.28\|25.74\|27.19\|25.62\|491467;2026-03-16\|26.79\|2.21\|25.94\|26.79\|25.75\|359508;2026-03-17\|27.34\|2.05\|26.94\|28.54\|26.50\|547927;2026-03-18\|27.64\|1.10\|26.72\|28.50\|26.52\|492897;2026-03-19\|26.59\|-3.80\|26.70\|27.64\|25.92\|358958;2026-03-20\|25.73\|-3.23\|26.50\|27.07\|25.66\|335738;2026-03-23\|26.20\|1.83\|25.20\|26.98\|25.20\|374462;2026-03-24\|26.78\|2.21\|26.26\|27.08\|26.09\|335646;2026-03-25\|27.39\|2.28\|26.69\|27.67\|26.61\|363024;2026-03-26\|26.67\|-2.63\|26.90\|27.31\|26.53\|251510;2026-03-27\|27.78\|4.16\|26.29\|28.20\|26.23\|569187;2026-03-30\|26.41\|-4.93\|27.00\|27.01\|25.31\|424103;2026-03-31\|24.71\|-6.44\|25.88\|26.50\|24.71\|340651;2026-04-01\|26.08\|5.54\|25.18\|27.18\|25.18\|503161;2026-04-02\|24.33\|-6.71\|25.06\|25.30\|24.28\|401839;2026-04-03\|24.57\|0.99\|24.34\|25.39\|24.13\|270307;2026-04-07\|27.03\|10.01\|24.88\|27.03\|24.80\|540393;2026-04-08\|28.31\|4.74\|28.35\|28.80\|27.65\|871815;2026-04-09\|28.98\|2.37\|27.93\|29.13\|27.60\|855786;2026-04-10\|28.58\|-1.38\|28.60\|29.11\|28.01\|644877;2026-04-13\|28.69\|0.38\|28.34\|29.10\|28.31\|440555;2026-04-14\|28.57\|-0.42\|28.88\|29.05\|28.29\|438228;2026-04-15\|28.00\|-2.00\|29.10\|29.20\|27.65\|501862;2026-04-16\|28.62\|2.21\|28.00\|29.00\|27.51\|463583;2026-04-17\|29.76\|3.98\|29.50\|31.48\|29.48\|852582;2026-04-20\|31.17\|4.74\|30.91\|31.99\|30.17\|842148;2026-04-21\|29.67\|-4.81\|30.35\|30.60\|29.58\|514753;2026-04-22\|32.64\|10.01\|30.40\|32.64\|29.87\|726929;2026-04-23\|31.22\|-4.35\|33.10\|33.10\|30.89\|766479;2026-04-24\|34.34\|9.99\|30.81\|34.34\|30.45\|1121346;2026-04-27\|37.77\|9.99\|35.37\|37.77\|34.34\|1075115;2026-04-28\|36.20\|-4.16\|38.28\|39.20\|35.74\|1451837;2026-04-29\|35.65\|-1.25\|35.12\|36.44\|34.66\|1020952;2026-04-30\|36.92\|3.56\|35.75\|37.70\|35.20\|1169854;2026-05-06\|36.88\|-0.11\|37.99\|40.13\|36.22\|1284890;2026-05-07\|37.46\|1.57\|35.95\|38.20\|35.53\|1099820;2026-05-08\|35.54\|-5.13\|36.05\|36.36\|35.20\|910752;2026-05-11\|39.09\|9.99\|36.19\|39.09\|36.19\|869726;2026-05-12\|37.39\|-4.35\|39.50\|39.50\|37.00\|1140098;2026-05-13\|36.80\|-1.58\|35.88\|36.80\|34.81\|848918;2026-05-14\|33.66\|-8.53\|36.80\|36.81\|33.55\|733661;2026-05-15\|32.11\|-4.60\|33.42\|34.50\|31.71\|663288;2026-05-18\|32.03\|-0.25\|31.69\|32.86\|31.58\|477224;2026-05-19\|32.71\|2.12\|32.17\|32.71\|30.95\|529554;2026-05-20\|34.41\|5.20\|32.10\|34.46\|32.00\|738872;2026-05-21\|33.23\|-3.43\|34.20\|34.99\|33.00\|637356;2026-05-22\|34.63\|4.21\|33.05\|34.71\|33.01\|585361;2026-05-25\|36.18\|4.48\|34.77\|37.27\|33.42\|960696;2026-05-26\|33.66\|-6.97\|34.82\|35.09\|33.29\|692363;2026-05-27\|31.92\|-5.17\|33.20\|33.20\|30.47\|670696;2026-05-28\|31.29\|-1.97\|31.01\|31.83\|30.69\|376926;2026-05-29\|29.14\|-6.87\|31.61\|31.74\|28.88\|407488;2026-06-01\|30.47\|4.56\|29.18\|31.54\|29.02\|456652;2026-06-02\|33.52\|10.01\|30.39\|33.52\|29.23\|1009618;2026-06-03\|32.84\|-2.03\|35.63\|36.60\|32.72\|1337210;2026-06-04\|32.77\|-0.21\|32.55\|33.41\|31.80\|714546;2026-06-05\|33.66\|2.72\|32.47\|34.84\|32.12\|800151;2026-06-08\|30.70\|-8.79\|32.00\|33.24\|30.29\|599006;2026-06-09\|32.21\|4.92\|31.43\|33.18\|30.80\|639506;2026-06-10\|31.45\|-2.36\|31.77\|32.60\|30.68\|460299;2026-06-11\|29.99\|-4.64\|30.73\|31.15\|29.69\|409253;2026-06-12\|28.77\|-4.07\|30.60\|31.00\|28.71\|483017;2026-06-15\|31.12\|8.17\|29.15\|31.26\|29.01\|582496;2026-06-16\|31.21\|0.29\|31.12\|31.57\|30.80\|432058;2026-06-17\|31.75\|1.73\|30.80\|32.00\|30.63\|447659;2026-06-18\|32.06\|0.98\|31.46\|32.49\|31.35\|604189;2026-06-22\|31.50\|-1.75\|32.30\|32.50\|30.51\|591224;2026-06-23\|31.26\|-0.76\|31.01\|32.15\|30.51\|463773;2026-06-24\|32.88\|5.18\|30.83\|32.88\|30.12\|692995;2026-06-25\|34.14\|3.83\|32.92\|34.15\|32.58\|892861;2026-06-26\|30.77\|-9.87\|33.30\|33.31\|30.75\|662844;2026-06-29\|29.70\|-3.48\|30.54\|31.27\|29.08\|434286;2026-06-30\|31.82\|7.14\|29.38\|31.98\|28.85\|492713;2026-07-01\|30.49\|-4.18\|31.70\|31.99\|30.26\|416791;2026-07-02\|30.73\|0.79\|29.91\|32.48\|29.23\|500381;2026-07-03\|31.18\|1.46\|30.29\|31.95\|30.01\|415931;2026-07-06\|32.32\|3.66\|32.88\|33.18\|31.01\|624633;2026-07-07\|32.43\|0.34\|32.56\|33.63\|32.31\|572292;2026-07-08\|33.86\|4.41\|32.79\|34.20\|31.81\|797178;2026-07-09\|32.14\|-5.08\|33.02\|33.25\|30.47\|827539;2026-07-10\|31.51\|-1.96\|31.08\|33.25\|30.61\|601358;2026-07-13\|28.36\|-10.00\|30.58\|30.78\|28.36\|515067;2026-07-14\|26.88\|-5.22\|27.70\|27.90\|25.56\|455554;2026-07-15\|25.21\|-6.21\|27.20\|27.34\|25.15\|367757;2026-07-16\|24.94\|-1.07\|24.50\|25.76\|24.17\|262808;2026-07-17\|22.77\|-8.70\|24.51\|24.79\|22.52\|337143;2026-07-20\|21.90\|-3.82\|23.20\|23.40\|21.30\|325948;2026-07-21\|22.78\|4.02\|22.17\|22.93\|20.77\|353962
84525	其它归类	玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机；电子纱和电子布作为电子信息产业关键原材料，公司的高端玻纤机能适配中高端电子纱产品的生产线	2026-03-12\|4.04\|-2.88\|4.14\|4.16\|3.89\|2003488;2026-03-13\|3.83\|-5.20\|3.94\|4.05\|3.77\|1456642;2026-03-16\|4.21\|9.92\|3.79\|4.21\|3.62\|1755959;2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.84\|-3.59\|5.08\|5.08\|4.79\|775476;2026-07-16\|4.48\|-7.44\|4.75\|4.80\|4.43\|900383;2026-07-17\|4.07\|-9.15\|4.53\|4.54\|4.03\|976028;2026-07-20\|3.66\|-10.07\|4.15\|4.19\|3.66\|1041495;2026-07-21\|3.97\|8.47\|3.74\|3.98\|3.29\|1340240

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