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
84474	年报及一季报密集披露	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-12\|51.36\|0.29\|51.70\|52.68\|50.56\|260480;2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747;2026-07-20\|53.33\|-6.47\|57.22\|58.08\|51.99\|530250;2026-07-21\|55.82\|4.67\|54.00\|55.90\|50.74\|469964;2026-07-22\|56.43\|1.09\|54.80\|57.16\|54.50\|236572
84473	年报及一季报密集披露	算力+人形机器人+定增募资+一季报增长行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月24日年报及投资者关系活动记录表，公司作为NVIDIA全球NPN合作伙伴，与其全球同步首发智擎EII系列具身智能控制器，已与国内多家一二线人形厂商完成送样验证，部分工业机器人客户已实现小批量订单交付。 2、据2026年6月18日公告，公司拟向特定对象发行股票募资不超过28.7亿元的议案获股东大会通过，其中22亿元拟用于天津智算中心建设及运营项目。 3、据2026年4月24日年报，子公司腾云智算2025年实现营收4.62亿元，同比增长53.4%；其已发布HAT算力服务云平台，支持跨芯片架构和潮汐定价等灵活计费模式。 4、据2026年4月24日公告，公司2026年一季度营收13.03亿元，同比增长52.96%；归母净利润1.09亿元，同比增长159.13%，增长主要系主营及智算业务订单增加。	子公司腾云智算算力设备销售保持强劲增长，维保业务实现翻倍增长，已发布GPU算力租赁平台HAT，支持整机与切卡租赁，首批种子用户落地；一季度净利润同比增长159.13%	2026-03-12\|72.60\|-3.89\|75.49\|76.35\|71.85\|121359;2026-03-13\|73.24\|0.88\|71.15\|76.65\|70.78\|146515;2026-03-16\|71.56\|-2.29\|71.94\|73.24\|67.39\|119498;2026-03-17\|68.52\|-4.25\|71.09\|71.80\|64.90\|154633;2026-03-18\|70.50\|2.89\|70.01\|71.48\|68.00\|97727;2026-03-19\|71.23\|1.04\|69.10\|73.63\|67.90\|118936;2026-03-20\|66.02\|-7.31\|70.60\|72.50\|65.99\|111337;2026-03-23\|61.88\|-6.27\|64.85\|65.88\|61.17\|89799;2026-03-24\|62.56\|1.10\|63.01\|63.27\|59.85\|63856;2026-03-25\|64.06\|2.40\|63.32\|65.56\|63.29\|57264;2026-03-26\|61.31\|-4.29\|64.64\|64.64\|61.11\|50923;2026-03-27\|61.20\|-0.18\|60.29\|61.98\|59.72\|58008;2026-03-30\|62.14\|1.54\|59.38\|63.87\|58.91\|77513;2026-03-31\|59.70\|-3.93\|62.72\|64.20\|59.50\|79765;2026-04-01\|61.86\|3.62\|61.61\|62.87\|60.30\|68848;2026-04-02\|58.98\|-4.66\|61.77\|61.77\|58.47\|53187;2026-04-03\|58.52\|-0.78\|59.59\|60.45\|57.68\|36518;2026-04-07\|58.24\|-0.48\|59.00\|59.44\|57.00\|38311;2026-04-08\|61.99\|6.44\|59.95\|62.38\|59.59\|63961;2026-04-09\|63.87\|3.03\|61.20\|64.28\|60.94\|64485;2026-04-10\|64.09\|0.34\|64.48\|65.38\|63.01\|62026;2026-04-13\|64.30\|0.33\|63.40\|65.79\|62.98\|52926;2026-04-14\|67.18\|4.48\|65.80\|67.77\|65.44\|73249;2026-04-15\|67.42\|0.36\|67.01\|69.73\|65.63\|121329;2026-04-16\|72.65\|7.76\|67.59\|72.98\|67.49\|138076;2026-04-17\|71.57\|-1.49\|71.82\|72.65\|69.34\|113670;2026-04-20\|71.22\|-0.49\|70.71\|71.59\|69.14\|75560;2026-04-21\|72.09\|1.22\|70.29\|72.83\|69.22\|84847;2026-04-22\|74.03\|2.69\|72.10\|74.37\|72.10\|75810;2026-04-23\|73.40\|-0.85\|74.53\|74.53\|71.60\|85576;2026-04-24\|80.74\|10.00\|75.00\|80.74\|73.01\|199892;2026-04-27\|82.65\|2.37\|80.00\|84.79\|78.00\|213160;2026-04-28\|88.00\|6.47\|83.73\|90.92\|83.01\|237700;2026-04-29\|89.82\|2.07\|86.61\|93.00\|86.10\|193721;2026-04-30\|89.85\|0.03\|89.00\|91.18\|87.11\|142723;2026-05-06\|94.20\|4.84\|91.22\|95.81\|90.80\|144748;2026-05-07\|100.80\|7.01\|92.88\|101.81\|92.88\|141348;2026-05-08\|100.46\|-0.34\|98.99\|102.00\|96.77\|122015;2026-05-11\|102.72\|2.25\|99.95\|103.96\|97.38\|129481;2026-05-12\|103.48\|0.74\|102.80\|105.37\|101.00\|113042;2026-05-13\|104.74\|1.22\|101.99\|105.56\|101.00\|92591;2026-05-14\|103.70\|-0.99\|105.82\|106.66\|102.60\|95714;2026-05-15\|101.84\|-1.79\|103.70\|107.50\|100.29\|125769;2026-05-18\|106.73\|4.80\|102.02\|108.82\|102.02\|126300;2026-05-19\|109.00\|2.13\|105.80\|109.65\|104.60\|110722;2026-05-20\|115.53\|5.99\|110.09\|119.90\|109.33\|188700;2026-05-21\|108.25\|-6.30\|115.26\|115.53\|107.00\|152793;2026-05-22\|113.83\|5.15\|110.16\|114.68\|109.50\|122829;2026-05-25\|108.35\|-4.81\|113.83\|115.98\|105.18\|158986;2026-05-26\|105.97\|-2.20\|107.93\|109.14\|104.23\|127092;2026-05-27\|102.62\|-3.16\|105.32\|106.36\|102.00\|86857;2026-05-28\|106.63\|3.91\|102.62\|107.50\|100.44\|105373;2026-05-29\|104.00\|-2.47\|108.01\|110.99\|102.10\|94784;2026-06-01\|106.17\|2.09\|105.00\|112.39\|104.63\|142713;2026-06-02\|101.10\|-4.78\|102.96\|105.46\|98.49\|159620;2026-06-03\|101.76\|0.65\|99.81\|105.72\|99.00\|100307;2026-06-04\|100.52\|-1.22\|101.01\|102.45\|99.20\|63612;2026-06-05\|101.89\|1.36\|101.16\|104.42\|99.74\|85188;2026-06-08\|101.85\|-0.04\|97.00\|105.16\|97.00\|99775;2026-06-09\|100.48\|-1.35\|101.90\|102.68\|98.60\|75428;2026-06-10\|100.03\|-0.45\|99.50\|102.75\|98.30\|59471;2026-06-11\|96.70\|-3.33\|99.77\|100.00\|95.75\|60556;2026-06-12\|97.40\|0.72\|97.85\|99.70\|96.50\|50381;2026-06-15\|101.21\|3.91\|96.50\|101.85\|96.00\|59790;2026-06-16\|104.90\|3.65\|100.92\|105.14\|99.97\|72744;2026-06-17\|115.39\|10.00\|105.10\|115.39\|104.94\|136965;2026-06-18\|126.93\|10.00\|118.41\|126.93\|118.41\|77465;2026-06-22\|131.19\|3.36\|128.81\|132.00\|125.00\|185166;2026-06-23\|124.50\|-5.10\|128.87\|129.36\|122.00\|101908;2026-06-24\|136.95\|10.00\|124.13\|136.95\|121.72\|141653;2026-06-25\|136.81\|-0.10\|139.02\|142.60\|134.91\|116371;2026-06-26\|128.20\|-6.29\|135.18\|135.58\|127.90\|90699;2026-06-29\|103.20\|4.68\|100.50\|106.88\|98.60\|129764;2026-06-30\|102.28\|-0.89\|105.67\|105.88\|100.62\|135111;2026-07-01\|102.68\|0.39\|103.17\|103.80\|99.42\|118956;2026-07-02\|94.54\|-7.93\|97.00\|100.96\|94.08\|140936;2026-07-03\|97.50\|3.13\|93.90\|100.70\|93.45\|104354;2026-07-06\|96.55\|-0.97\|99.95\|101.50\|91.50\|86925;2026-07-07\|101.31\|4.93\|97.52\|102.02\|95.25\|125924;2026-07-08\|96.45\|-4.80\|104.00\|104.70\|96.00\|250911;2026-07-09\|98.80\|2.44\|97.67\|98.98\|92.10\|203688;2026-07-10\|97.03\|-1.79\|98.00\|105.39\|96.90\|165333;2026-07-13\|89.11\|-8.16\|95.62\|98.69\|88.91\|139687;2026-07-14\|90.73\|1.82\|90.00\|91.72\|86.20\|115169;2026-07-15\|89.21\|-1.68\|92.48\|93.68\|88.40\|86292;2026-07-16\|88.01\|-1.35\|87.61\|92.80\|85.08\|99291;2026-07-17\|79.21\|-10.00\|87.04\|87.66\|79.21\|94860;2026-07-20\|73.60\|-7.08\|77.00\|83.95\|71.29\|198829;2026-07-21\|79.04\|7.39\|74.92\|79.12\|67.30\|175533;2026-07-22\|79.74\|0.89\|78.70\|80.83\|77.00\|88564
84472	年报及一季报密集披露	澄清公告+植物胶囊+锂电池材料 1、据2026年5月14日澄清公告，公司否认“实控人减持、质押爆仓、董事长异常、美国工厂停工”等不实传闻，并强调美国200亿粒/年植物胶囊项目正常推进。 2、据2026年4月27日年报，公司正加速建设美国200亿粒/年植物胶囊产能，建成后可直接服务终端客户，并与Univar Solutions签署欧美独家代理协议，扩大医药级纤维素醚销售。 3、据2025年12月11日互动易，公司向国内某知名电池企业批量供应HEC产品用于锂电铜箔，已发货7.2吨，切入锂电池材料赛道。	公司为纤维素醚龙头，预计2026年一季度净利同比增长100%-120%，报告期内，公司不断加大国内外市场开拓力度，持续优化产品结构，植物空心胶囊等高附加值产品销量较去年同期实现较大幅度增长	2026-03-12\|18.88\|-2.02\|19.31\|19.44\|18.85\|69623;2026-03-13\|19.18\|1.59\|18.75\|19.45\|18.71\|83614;2026-03-16\|18.80\|-1.98\|19.08\|19.48\|18.35\|112730;2026-03-17\|18.47\|-1.76\|18.80\|19.04\|18.30\|84012;2026-03-18\|19.00\|2.87\|18.50\|19.23\|18.20\|105610;2026-03-19\|19.40\|2.11\|18.90\|19.58\|18.55\|158420;2026-03-20\|20.41\|5.21\|19.56\|21.33\|19.56\|235887;2026-03-23\|20.31\|-0.49\|20.02\|20.85\|19.86\|181572;2026-03-24\|20.57\|1.28\|20.60\|21.83\|20.27\|183326;2026-03-25\|20.81\|1.17\|20.63\|20.99\|20.36\|141034;2026-03-26\|20.80\|-0.05\|20.81\|21.07\|20.50\|123640;2026-03-27\|20.82\|0.10\|20.37\|20.88\|20.18\|116286;2026-03-30\|22.90\|9.99\|22.90\|22.90\|21.54\|267179;2026-03-31\|23.44\|2.36\|22.97\|24.50\|22.70\|424868;2026-04-01\|24.02\|2.47\|23.68\|24.80\|23.67\|269568;2026-04-02\|23.04\|-4.08\|23.69\|23.82\|22.77\|238153;2026-04-03\|22.35\|-2.99\|23.00\|23.18\|21.88\|193483;2026-04-07\|22.56\|0.94\|22.78\|23.12\|22.39\|120704;2026-04-08\|23.66\|4.88\|22.72\|24.07\|22.48\|192324;2026-04-09\|23.60\|-0.25\|23.15\|23.80\|22.91\|116541;2026-04-10\|23.31\|-1.23\|23.63\|23.70\|23.02\|101866;2026-04-13\|24.63\|5.66\|23.00\|24.63\|22.64\|218386;2026-04-14\|23.45\|-4.79\|24.50\|24.50\|22.80\|200204;2026-04-15\|23.35\|-0.43\|23.01\|23.67\|22.90\|90082;2026-04-16\|24.48\|4.84\|23.35\|24.78\|23.01\|151175;2026-04-17\|25.78\|5.31\|24.47\|25.96\|24.15\|200050;2026-04-20\|26.21\|1.67\|25.79\|26.75\|25.04\|143565;2026-04-21\|26.68\|1.79\|26.49\|28.50\|26.38\|205627;2026-04-22\|26.54\|-0.52\|26.47\|26.90\|26.30\|117498;2026-04-23\|26.28\|-0.98\|26.27\|26.98\|25.63\|115916;2026-04-24\|28.91\|10.01\|26.27\|28.91\|26.20\|198261;2026-04-27\|28.23\|-2.35\|28.69\|29.18\|28.15\|182223;2026-04-28\|27.45\|-2.76\|28.46\|28.65\|27.20\|139593;2026-04-29\|27.56\|0.40\|26.92\|27.58\|26.43\|136142;2026-04-30\|26.74\|-2.98\|27.30\|27.56\|26.50\|139700;2026-05-06\|27.78\|3.89\|26.73\|27.78\|25.75\|209800;2026-05-07\|29.08\|4.68\|27.48\|29.09\|27.01\|193327;2026-05-08\|28.43\|-2.24\|28.53\|29.14\|28.25\|98534;2026-05-11\|27.74\|-2.43\|28.43\|28.84\|27.55\|103457;2026-05-12\|28.46\|2.60\|27.90\|28.50\|27.08\|104136;2026-05-13\|25.61\|-10.01\|28.11\|29.63\|25.61\|235338;2026-05-14\|26.70\|4.26\|27.67\|28.17\|24.90\|368413;2026-05-15\|24.64\|-7.72\|25.91\|25.91\|24.48\|272633;2026-05-18\|25.00\|1.46\|24.58\|25.45\|24.36\|122077;2026-05-19\|26.29\|5.16\|24.74\|26.42\|24.51\|119529;2026-05-20\|26.28\|-0.04\|26.29\|26.76\|25.91\|75389;2026-05-21\|25.92\|-1.37\|26.28\|27.31\|25.78\|108780;2026-05-22\|26.01\|0.35\|25.75\|26.40\|25.50\|67298;2026-05-25\|25.19\|-3.15\|26.17\|26.95\|25.03\|84823;2026-05-26\|24.81\|-1.51\|25.19\|25.40\|24.54\|84405;2026-05-27\|24.20\|-2.46\|24.86\|24.86\|23.95\|92922;2026-05-28\|24.02\|-0.74\|24.19\|24.43\|23.50\|86111;2026-05-29\|22.73\|-5.37\|24.11\|24.17\|22.65\|155160;2026-06-01\|23.64\|4.00\|22.83\|23.88\|22.83\|106231;2026-06-02\|23.13\|-2.16\|23.67\|23.68\|23.00\|58408;2026-06-03\|22.75\|-1.64\|22.90\|23.25\|22.50\|53449;2026-06-04\|21.77\|-4.31\|22.51\|22.62\|21.56\|128070;2026-06-05\|21.90\|0.60\|21.73\|22.39\|21.35\|100596;2026-06-08\|21.11\|-3.61\|21.40\|22.13\|20.90\|87123;2026-06-09\|21.44\|1.56\|21.37\|21.83\|21.13\|79480;2026-06-10\|21.90\|2.15\|21.43\|22.15\|21.15\|78693;2026-06-11\|22.13\|1.05\|21.80\|22.38\|21.62\|61650;2026-06-12\|23.05\|4.16\|22.27\|23.45\|22.02\|121918;2026-06-15\|25.14\|9.07\|23.51\|25.36\|22.87\|179217;2026-06-16\|25.21\|0.28\|25.41\|26.46\|24.90\|171579;2026-06-17\|24.62\|-2.34\|25.00\|25.20\|24.33\|98820;2026-06-18\|23.70\|-3.74\|24.50\|24.60\|23.10\|115940;2026-06-22\|24.25\|2.32\|23.88\|24.33\|22.95\|111815;2026-06-23\|25.17\|3.79\|24.25\|25.93\|23.95\|174490;2026-06-24\|26.06\|3.54\|25.17\|26.46\|25.10\|155839;2026-06-25\|25.16\|-3.45\|25.60\|26.06\|24.88\|121525;2026-06-26\|23.90\|-5.01\|25.00\|25.00\|23.55\|110405;2026-06-29\|23.83\|-0.29\|23.79\|24.15\|22.80\|93239;2026-06-30\|24.70\|3.65\|23.60\|25.42\|23.60\|143156;2026-07-01\|25.66\|3.89\|24.71\|25.73\|24.42\|115907;2026-07-02\|25.27\|-1.52\|25.41\|26.12\|24.68\|104940;2026-07-03\|25.52\|0.99\|25.35\|25.91\|24.90\|104729;2026-07-06\|24.61\|-3.57\|25.45\|25.55\|24.14\|131876;2026-07-07\|24.45\|-0.65\|24.30\|25.01\|24.30\|85331;2026-07-08\|22.01\|-9.98\|24.05\|24.20\|22.01\|125816;2026-07-09\|21.20\|-3.68\|20.84\|21.50\|20.00\|213198;2026-07-10\|20.65\|-2.59\|21.16\|21.52\|20.65\|112400;2026-07-13\|19.85\|-3.87\|20.60\|20.78\|19.74\|98263;2026-07-14\|20.48\|3.17\|19.73\|20.50\|19.50\|66128;2026-07-15\|20.83\|2.71\|20.28\|21.09\|20.05\|72407;2026-07-16\|19.66\|-5.62\|20.60\|20.69\|19.50\|73609;2026-07-17\|18.95\|-3.61\|19.72\|19.89\|18.71\|79292;2026-07-20\|18.38\|-3.01\|18.94\|19.27\|18.10\|100528;2026-07-21\|18.65\|1.47\|18.50\|18.91\|17.66\|82055;2026-07-22\|18.93\|1.50\|18.65\|18.99\|18.26\|43215
84471	年报及一季报密集披露	轨道交通+商业航天+一带一路+年报增长 1、据2026年4月21日公告披露2025年年报，公司2025年营收43.40亿元，归母净利润5.82亿元，同比增长92.65%，盈利接近预告上限。 2、公司目前主要从事轨道交通车辆配套产品的研发、生产、销售及服务，是轨道交通车辆配套领域生产规模、产品品类、系统集成能力领先的一站式总包服务供应商。 3、据2025年11月17日投资者关系活动记录表，公司设立常州今创航空航天产业投资有限公司，拟布局商业航天产业链，处于筹备阶段。 4、据2024年年报及2024年11月4日互动易，公司深度参与“一带一路”沿线轨道交通项目，产品已出口韩国、越南、新加坡、马来西亚、哈萨克斯坦、乌兹别克斯坦、土耳其、印度等多国。	1、国内轨交车辆配套产品领域龙头，25年净利润同比增长92.65%； 2、公司新设常州今创航空航天产业投资有限公司，拟布局商业航天产业链，目前处于筹备初期	2026-03-12\|14.17\|-4.77\|14.81\|14.88\|14.11\|70396;2026-03-13\|13.98\|-1.34\|14.10\|14.30\|13.90\|51853;2026-03-16\|13.84\|-1.00\|13.92\|14.03\|13.74\|38335;2026-03-17\|13.52\|-2.31\|13.85\|13.87\|13.50\|30931;2026-03-18\|13.76\|1.78\|13.46\|13.79\|13.46\|27567;2026-03-19\|13.31\|-3.27\|13.72\|13.72\|13.23\|31672;2026-03-20\|13.06\|-1.88\|13.38\|13.55\|13.05\|35856;2026-03-23\|12.26\|-6.13\|12.90\|12.90\|12.15\|49100;2026-03-24\|12.78\|4.24\|12.59\|12.78\|12.43\|30542;2026-03-25\|12.97\|1.49\|12.87\|13.00\|12.75\|24506;2026-03-26\|12.81\|-1.23\|12.99\|13.13\|12.72\|20463;2026-03-27\|12.89\|0.62\|12.81\|13.04\|12.67\|29063;2026-03-30\|13.20\|2.40\|12.71\|13.28\|12.68\|30534;2026-03-31\|13.38\|1.36\|13.20\|13.76\|13.07\|60221;2026-04-01\|13.01\|-2.77\|13.39\|13.53\|12.90\|58146;2026-04-02\|12.87\|-1.08\|12.95\|13.19\|12.77\|34644;2026-04-03\|12.60\|-2.10\|12.71\|12.96\|12.57\|22586;2026-04-07\|12.60\|0.00\|12.35\|12.76\|12.35\|21394;2026-04-08\|13.08\|3.81\|12.85\|13.10\|12.82\|29445;2026-04-09\|12.89\|-1.45\|12.95\|13.04\|12.83\|25306;2026-04-10\|12.98\|0.70\|12.90\|13.10\|12.90\|19131;2026-04-13\|12.86\|-0.92\|12.98\|13.10\|12.80\|20021;2026-04-14\|12.90\|0.31\|12.97\|13.00\|12.78\|25883;2026-04-15\|13.01\|0.85\|12.91\|13.19\|12.89\|29932;2026-04-16\|13.40\|3.00\|13.07\|13.65\|13.05\|70606;2026-04-17\|13.25\|-1.12\|13.37\|13.38\|13.13\|35271;2026-04-20\|13.34\|0.68\|13.25\|13.39\|12.95\|50713;2026-04-21\|13.32\|-0.15\|13.36\|13.47\|13.13\|37806;2026-04-22\|13.05\|-2.03\|13.34\|13.34\|13.00\|39238;2026-04-23\|12.75\|-2.30\|12.99\|13.01\|12.60\|43216;2026-04-24\|14.03\|10.04\|12.63\|14.03\|12.63\|108810;2026-04-27\|14.51\|3.42\|14.60\|15.43\|14.40\|254479;2026-04-28\|14.29\|-1.52\|14.25\|14.66\|14.07\|158042;2026-04-29\|14.25\|-0.28\|14.30\|14.45\|14.13\|96448;2026-04-30\|14.36\|0.77\|14.20\|14.39\|14.10\|93392;2026-05-06\|14.51\|1.04\|14.49\|14.62\|14.28\|94961;2026-05-07\|14.77\|1.79\|14.50\|14.92\|14.36\|112242;2026-05-08\|14.65\|-0.81\|14.67\|14.81\|14.52\|75203;2026-05-11\|14.74\|0.61\|14.70\|14.89\|14.40\|72540;2026-05-12\|14.93\|1.29\|14.80\|15.19\|14.79\|76322;2026-05-13\|15.14\|1.41\|14.93\|15.28\|14.82\|87308;2026-05-14\|14.63\|-3.37\|15.13\|15.20\|14.63\|80482;2026-05-15\|15.19\|3.83\|14.92\|15.30\|14.75\|114456;2026-05-18\|14.47\|-4.74\|15.05\|15.13\|14.33\|84461;2026-05-19\|14.48\|0.07\|14.50\|14.61\|14.23\|59805;2026-05-20\|14.20\|-1.93\|14.32\|14.53\|14.20\|45476;2026-05-21\|13.69\|-3.59\|14.11\|14.36\|13.65\|71748;2026-05-22\|13.83\|1.02\|13.68\|13.95\|13.59\|55976;2026-05-25\|13.32\|-3.69\|13.83\|13.92\|13.20\|65607;2026-05-26\|13.23\|-0.68\|13.37\|13.37\|13.06\|40165;2026-05-27\|12.66\|-4.31\|13.18\|13.28\|12.58\|58617;2026-05-28\|12.52\|-1.11\|12.71\|12.84\|12.27\|48873;2026-05-29\|11.88\|-5.11\|12.55\|12.56\|11.83\|60026;2026-06-01\|12.13\|2.10\|11.91\|12.26\|11.76\|42059;2026-06-02\|11.98\|-1.24\|12.18\|12.25\|11.88\|37710;2026-06-03\|11.87\|-0.92\|11.91\|12.04\|11.77\|36144;2026-06-04\|11.74\|-1.10\|11.87\|11.97\|11.65\|31465;2026-06-05\|11.69\|-0.43\|11.75\|11.94\|11.64\|39999;2026-06-08\|11.35\|-2.91\|11.32\|11.73\|11.18\|43759;2026-06-09\|11.39\|0.35\|11.56\|11.56\|11.28\|34338;2026-06-10\|11.15\|-2.11\|11.39\|11.43\|10.97\|33461;2026-06-11\|11.06\|-0.81\|11.00\|11.25\|10.94\|24431;2026-06-12\|11.14\|0.72\|11.06\|11.25\|11.05\|36115;2026-06-15\|11.53\|3.50\|11.20\|11.70\|11.19\|40609;2026-06-16\|11.45\|-0.69\|11.54\|11.60\|11.31\|33509;2026-06-17\|11.01\|-3.84\|11.48\|11.48\|10.96\|45540;2026-06-18\|10.80\|-1.91\|10.94\|11.03\|10.76\|53883;2026-06-22\|10.66\|0.09\|10.78\|10.78\|10.32\|44955;2026-06-23\|10.46\|-1.88\|10.66\|10.73\|10.40\|32268;2026-06-24\|10.21\|-2.39\|10.47\|10.52\|10.16\|51774;2026-06-25\|10.00\|-2.06\|10.20\|10.23\|9.93\|46942;2026-06-26\|9.82\|-1.80\|9.96\|10.03\|9.69\|46699;2026-06-29\|9.82\|0.00\|9.82\|9.87\|9.42\|49658;2026-06-30\|9.81\|-0.10\|9.82\|9.97\|9.68\|45101;2026-07-01\|10.29\|4.89\|9.83\|10.62\|9.74\|78043;2026-07-02\|9.98\|-3.01\|10.20\|10.47\|9.94\|60601;2026-07-03\|10.48\|5.01\|9.98\|10.63\|9.98\|83642;2026-07-06\|10.42\|-0.57\|10.46\|10.74\|10.30\|46203;2026-07-07\|10.04\|-3.65\|10.42\|10.44\|10.02\|37808;2026-07-08\|9.85\|-1.89\|10.06\|10.06\|9.84\|28007;2026-07-09\|9.81\|-0.41\|9.86\|9.88\|9.52\|38353;2026-07-10\|9.92\|1.12\|9.75\|10.13\|9.60\|40332;2026-07-13\|9.45\|-4.74\|9.85\|9.85\|9.43\|51190;2026-07-14\|9.54\|0.95\|9.42\|9.56\|9.32\|38141;2026-07-15\|9.42\|-1.26\|9.58\|9.68\|9.36\|51182;2026-07-16\|9.29\|-1.38\|9.32\|9.55\|9.28\|52890;2026-07-17\|9.41\|1.29\|9.36\|9.85\|9.30\|102560;2026-07-20\|9.14\|-2.87\|9.56\|9.62\|9.05\|92287;2026-07-21\|9.08\|-0.66\|9.18\|9.18\|8.82\|74760;2026-07-22\|8.92\|-1.76\|8.94\|9.08\|8.86\|29530
84470	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;2026-07-22\|60.30\|5.33\|56.62\|60.60\|56.18\|127264
84469	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;2026-07-22\|52.85\|-1.31\|52.80\|54.89\|50.80\|48217
84468	年报及一季报密集披露	硬质合金棒材+PCB钻针+半导体封装+一季报扭亏行业原因： 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15日互动易，公司生产的硬质合金棒材是制造PCB钻头、钻针的关键基础材料，公司将密切关注AI服务器M9板材带来的PCB钻针需求变化。 2、据2026年6月15日及5月15日互动易，高精度的硬质合金棒材可用于制造半导体封装测试环节所需的微型钻头和铣刀，激光锡球焊喷嘴是先进封装核心部件。 3、据2026年4月24日公告，公司2026年一季度实现营收14.29亿元，同比增长110.30%，归母净利润5629.53万元，同比扭亏为盈。	1、公司电接触材料可应用于数据中心基础设施中，通过下游客户的组装与集成，最终广泛应用于数据中心的核心场景；一季度净利润同比增长474.58%； 2、国内最大的电接触功能复合材料、元件及组件的生产企业之一；公司生产的铜箔、铜铝极耳和接线柱可应用于固态电池	2026-03-12\|8.45\|-1.52\|8.60\|8.64\|8.39\|172605;2026-03-13\|8.33\|-1.42\|8.43\|8.58\|8.29\|189401;2026-03-16\|8.32\|-0.12\|8.35\|8.38\|8.17\|147372;2026-03-17\|8.01\|-3.73\|8.35\|8.39\|7.98\|151539;2026-03-18\|8.30\|3.62\|8.05\|8.30\|8.03\|158935;2026-03-19\|8.00\|-3.61\|8.16\|8.21\|7.96\|158472;2026-03-20\|7.73\|-3.38\|8.03\|8.18\|7.71\|166212;2026-03-23\|7.02\|-9.19\|7.59\|7.60\|6.96\|260014;2026-03-24\|7.50\|6.84\|7.22\|7.50\|7.07\|225690;2026-03-25\|7.57\|0.93\|7.49\|7.64\|7.41\|147784;2026-03-26\|7.44\|-1.72\|7.54\|7.60\|7.36\|125665;2026-03-27\|7.62\|2.42\|7.30\|7.63\|7.25\|137763;2026-03-30\|7.68\|0.79\|7.48\|7.68\|7.45\|154301;2026-03-31\|7.68\|0.00\|7.73\|7.98\|7.66\|187067;2026-04-01\|7.81\|1.69\|7.87\|7.90\|7.69\|155983;2026-04-02\|7.73\|-1.02\|7.78\|7.90\|7.63\|139881;2026-04-03\|7.44\|-3.75\|7.73\|7.76\|7.41\|115412;2026-04-07\|7.79\|4.70\|7.44\|7.93\|7.42\|212467;2026-04-08\|8.02\|2.95\|8.10\|8.13\|7.89\|188370;2026-04-09\|8.08\|0.75\|7.92\|8.10\|7.88\|167922;2026-04-10\|8.31\|2.85\|8.05\|8.46\|8.05\|230664;2026-04-13\|8.73\|5.05\|8.32\|8.78\|8.29\|400493;2026-04-14\|9.16\|4.93\|8.91\|9.70\|8.88\|761032;2026-04-15\|9.12\|-0.44\|9.19\|9.50\|9.07\|527812;2026-04-16\|9.26\|1.54\|9.13\|9.29\|8.94\|323360;2026-04-17\|9.67\|4.43\|9.20\|9.82\|9.10\|396531;2026-04-20\|9.76\|0.93\|9.60\|9.83\|9.56\|326010;2026-04-21\|10.05\|2.97\|9.77\|10.15\|9.68\|388380;2026-04-22\|9.96\|-0.90\|10.04\|10.15\|9.87\|325540;2026-04-23\|9.79\|-1.71\|9.96\|10.10\|9.70\|270800;2026-04-24\|11.75\|20.02\|10.43\|11.75\|10.22\|749138;2026-04-27\|11.42\|-2.81\|11.28\|11.49\|10.70\|1167602;2026-04-28\|11.74\|2.80\|11.30\|11.93\|11.10\|937369;2026-04-29\|12.16\|3.58\|11.35\|12.48\|11.35\|1028328;2026-04-30\|12.45\|2.38\|12.20\|13.00\|11.85\|1037783;2026-05-06\|13.21\|6.10\|12.70\|13.25\|12.30\|1045397;2026-05-07\|14.15\|7.12\|12.78\|14.97\|12.70\|1172759;2026-05-08\|16.98\|20.00\|14.09\|16.98\|13.96\|1084352;2026-05-11\|15.88\|-6.48\|17.51\|17.99\|15.78\|1402041;2026-05-12\|17.35\|9.26\|16.10\|18.44\|16.07\|1380753;2026-05-13\|17.20\|-0.86\|16.96\|17.68\|16.35\|1199743;2026-05-14\|16.00\|-6.98\|17.03\|17.03\|15.89\|923934;2026-05-15\|15.77\|-1.44\|16.00\|16.45\|15.56\|766820;2026-05-18\|17.26\|9.45\|15.83\|17.73\|15.83\|1006181;2026-05-19\|19.35\|12.11\|16.90\|20.20\|16.73\|1215881;2026-05-20\|18.51\|-4.34\|19.49\|19.55\|18.21\|847952;2026-05-21\|17.57\|-5.08\|18.51\|18.86\|17.50\|709964;2026-05-22\|18.52\|5.41\|17.91\|18.99\|17.56\|874915;2026-05-25\|18.40\|-0.65\|19.19\|19.90\|17.81\|819259;2026-05-26\|17.70\|-3.80\|17.80\|18.19\|16.91\|802074;2026-05-27\|17.08\|-3.50\|17.01\|17.44\|16.65\|629948;2026-05-28\|17.41\|1.93\|16.90\|17.80\|16.39\|752957;2026-05-29\|16.97\|-2.53\|17.06\|17.89\|16.67\|691288;2026-06-01\|16.14\|-4.89\|17.01\|17.66\|15.99\|696911;2026-06-02\|16.75\|3.78\|16.13\|16.96\|15.31\|639849;2026-06-03\|17.26\|3.04\|16.51\|17.96\|16.40\|828102;2026-06-04\|17.54\|1.62\|16.55\|17.80\|16.47\|675568;2026-06-05\|17.51\|-0.17\|17.51\|18.35\|16.58\|708803;2026-06-08\|17.63\|0.69\|16.58\|18.38\|16.48\|759430;2026-06-09\|18.55\|5.22\|17.95\|18.86\|17.59\|916336;2026-06-10\|20.23\|9.12\|18.20\|21.09\|17.38\|1137192;2026-06-11\|17.16\|-15.18\|20.00\|20.95\|16.64\|1223970;2026-06-12\|16.48\|-3.96\|17.51\|18.35\|16.38\|1000143;2026-06-15\|17.80\|8.01\|16.74\|18.10\|16.70\|853199;2026-06-16\|18.46\|3.71\|17.82\|18.77\|17.45\|772373;2026-06-17\|22.15\|19.99\|18.01\|22.15\|17.93\|1150885;2026-06-18\|22.25\|0.45\|21.70\|22.50\|20.61\|1091578;2026-06-22\|25.53\|14.74\|23.11\|25.98\|23.00\|995035;2026-06-23\|23.46\|-8.11\|25.91\|26.50\|23.20\|948488;2026-06-24\|23.17\|-1.24\|23.60\|23.98\|22.60\|741544;2026-06-25\|22.45\|-3.11\|23.30\|24.27\|21.88\|883569;2026-06-26\|20.89\|-6.95\|22.49\|22.95\|20.66\|710191;2026-06-29\|19.83\|-5.07\|20.69\|21.11\|19.11\|657808;2026-06-30\|20.55\|3.63\|19.66\|20.78\|19.25\|594729;2026-07-01\|20.57\|0.10\|21.31\|21.68\|20.15\|632675;2026-07-02\|21.36\|3.84\|19.54\|22.46\|19.41\|763719;2026-07-03\|20.92\|-2.06\|21.00\|21.78\|19.82\|627549;2026-07-06\|19.19\|-8.27\|21.51\|21.60\|19.01\|549768;2026-07-07\|18.19\|-5.21\|18.91\|19.30\|17.87\|465096;2026-07-08\|17.55\|-3.52\|18.20\|18.40\|17.16\|372334;2026-07-09\|18.00\|2.56\|17.80\|18.11\|16.73\|392122;2026-07-10\|17.20\|-4.44\|18.00\|18.77\|17.20\|464958;2026-07-13\|15.64\|-9.07\|16.78\|17.11\|15.54\|460612;2026-07-14\|17.19\|9.91\|15.66\|17.89\|15.30\|451463;2026-07-15\|16.52\|-3.90\|17.28\|17.65\|16.38\|338192;2026-07-16\|15.67\|-5.15\|16.27\|16.80\|15.53\|316652;2026-07-17\|14.59\|-6.89\|15.70\|15.86\|14.45\|348697;2026-07-20\|12.81\|-12.20\|14.88\|15.15\|12.47\|488797;2026-07-21\|13.95\|8.90\|13.07\|14.04\|11.32\|519922;2026-07-22\|14.10\|1.08\|13.77\|14.24\|13.62\|240596
84467	年报及一季报密集披露	一季报大增+高端装备+一带一路 1、据2026年4月24日披露的一季报，公司一季度营收2.48亿元，同比增长94.22%，归母净利润7327万元，同比增长336.31%。主要系印度100万吨绿色PVC项目合同产品交付，本期实现部分收入确认。 2、据2025年度报告及2026年度“提质增效重回报”行动方案，公司2025年签订磷酸铁锂电解液提纯、工业废水处理换热器等多份新能源及环保领域合同，并已成功进入印度、越南、乌兹别克斯坦等“一带一路”共建国家。 3、据2025年度报告，公司系国家制造业单项冠军示范企业、首批专精特新“小巨人”，拥有262件专利，主导制定国际标准1项、国家标准13项，石墨合成炉、换热器等高端装备技术领先。	公司专业从事石墨设备的研产销，组合式副产蒸汽石墨氯化氢合成炉市场占有率位居中国第一；一季度净利润同比增幅超3倍	2026-03-12\|26.44\|-2.62\|27.01\|27.20\|26.31\|20275;2026-03-13\|25.17\|-4.80\|26.44\|26.68\|25.02\|37466;2026-03-16\|24.93\|-0.95\|25.13\|25.41\|24.44\|33186;2026-03-17\|24.70\|-0.92\|25.01\|25.23\|24.66\|24569;2026-03-18\|25.76\|4.29\|25.00\|25.85\|24.80\|25369;2026-03-19\|25.15\|-2.37\|25.45\|25.64\|24.95\|19754;2026-03-20\|24.04\|-4.41\|25.24\|25.42\|23.90\|19864;2026-03-23\|21.70\|-9.73\|23.55\|23.67\|21.65\|34167;2026-03-24\|23.41\|7.88\|22.20\|23.45\|22.20\|33535;2026-03-25\|23.70\|1.24\|23.46\|23.95\|23.30\|15432;2026-03-26\|23.54\|-0.68\|23.76\|24.17\|23.31\|14818;2026-03-27\|23.96\|1.78\|23.32\|24.14\|23.18\|14365;2026-03-30\|23.79\|-0.71\|23.70\|24.04\|23.36\|12276;2026-03-31\|23.74\|-0.21\|23.78\|24.27\|23.51\|13273;2026-04-01\|24.58\|3.54\|23.91\|24.87\|23.91\|23139;2026-04-02\|24.08\|-2.03\|24.60\|24.72\|23.88\|11747;2026-04-03\|23.52\|-2.33\|24.02\|24.27\|23.35\|12724;2026-04-07\|24.25\|3.10\|23.50\|24.46\|23.37\|14943;2026-04-08\|25.30\|4.33\|24.46\|25.35\|24.46\|13918;2026-04-09\|25.26\|-0.16\|25.18\|25.34\|24.99\|8134;2026-04-10\|25.64\|1.50\|25.45\|26.02\|25.19\|13285;2026-04-13\|25.36\|-1.09\|25.60\|25.79\|25.23\|10222;2026-04-14\|25.50\|0.55\|25.45\|25.68\|25.19\|11938;2026-04-15\|25.56\|0.24\|25.49\|26.08\|25.49\|15844;2026-04-16\|26.47\|3.56\|25.55\|26.60\|25.46\|20410;2026-04-17\|27.11\|2.42\|26.21\|27.29\|26.18\|17857;2026-04-20\|27.60\|1.81\|27.05\|27.78\|27.05\|15786;2026-04-21\|27.60\|0.00\|27.72\|27.91\|27.27\|25647;2026-04-22\|28.23\|2.28\|27.72\|28.58\|27.60\|21409;2026-04-23\|28.00\|-0.81\|28.31\|28.55\|27.60\|31130;2026-04-24\|33.60\|20.00\|30.00\|33.60\|29.58\|131821;2026-04-27\|32.68\|-2.74\|33.00\|33.60\|31.06\|155211;2026-04-28\|34.60\|5.88\|32.60\|35.44\|32.48\|135146;2026-04-29\|36.58\|5.72\|34.01\|38.56\|33.60\|133272;2026-04-30\|36.20\|-1.04\|35.80\|39.73\|35.72\|134076;2026-05-06\|36.78\|1.60\|36.40\|37.30\|35.36\|117101;2026-05-07\|37.75\|2.64\|36.33\|39.57\|36.22\|109558;2026-05-08\|36.42\|-3.52\|37.35\|37.59\|35.95\|85655;2026-05-11\|38.89\|6.78\|36.05\|39.34\|36.00\|105562;2026-05-12\|37.18\|-4.40\|38.07\|38.16\|36.51\|72519;2026-05-13\|36.93\|-0.67\|36.39\|36.94\|36.13\|65658;2026-05-14\|36.00\|-2.52\|36.44\|36.94\|35.26\|78141;2026-05-15\|38.60\|7.22\|36.45\|39.73\|36.17\|120252;2026-05-18\|36.41\|-5.67\|37.00\|37.84\|35.81\|92325;2026-05-19\|36.69\|0.77\|37.14\|37.50\|36.09\|64980;2026-05-20\|36.17\|-1.42\|36.05\|37.49\|35.80\|64072;2026-05-21\|34.12\|-5.67\|36.08\|36.15\|33.89\|90635;2026-05-22\|35.05\|2.73\|34.21\|35.48\|33.94\|61117;2026-05-25\|33.95\|-3.14\|34.95\|35.30\|33.40\|67305;2026-05-26\|32.53\|-4.18\|33.75\|33.85\|32.15\|72964;2026-05-27\|31.53\|-3.07\|32.55\|32.73\|31.36\|53908;2026-05-28\|31.72\|0.60\|31.51\|31.88\|30.51\|58460;2026-05-29\|29.93\|-5.64\|31.37\|31.75\|29.75\|68704;2026-06-01\|30.17\|0.80\|29.80\|30.86\|29.52\|75178;2026-06-02\|29.64\|-1.76\|30.17\|30.36\|29.06\|57670;2026-06-03\|29.15\|-1.65\|29.64\|29.80\|28.89\|51282;2026-06-04\|28.51\|-2.20\|28.94\|29.70\|28.34\|66106;2026-06-05\|29.80\|4.52\|28.99\|30.87\|27.76\|120351;2026-06-08\|29.99\|0.64\|29.15\|30.68\|29.06\|105271;2026-06-09\|29.82\|-0.57\|30.59\|30.60\|28.92\|85122;2026-06-10\|28.50\|-4.43\|29.53\|29.67\|27.96\|95759;2026-06-11\|29.32\|2.88\|28.68\|29.72\|28.47\|81385;2026-06-12\|29.68\|1.23\|29.49\|30.18\|29.24\|79678;2026-06-15\|30.99\|4.41\|30.02\|30.99\|29.73\|77486;2026-06-16\|31.79\|2.58\|31.00\|31.98\|30.20\|91575;2026-06-17\|31.20\|-1.86\|31.72\|31.95\|30.81\|91596;2026-06-18\|31.46\|0.83\|31.00\|32.12\|30.72\|77426;2026-06-22\|33.26\|5.72\|31.23\|33.26\|30.34\|126193;2026-06-23\|31.65\|-4.84\|32.92\|32.92\|31.44\|91544;2026-06-24\|31.53\|-0.38\|31.45\|31.74\|30.60\|55417;2026-06-25\|30.70\|-2.63\|31.30\|31.47\|29.70\|87279;2026-06-26\|29.25\|-4.72\|30.51\|30.54\|28.91\|64767;2026-06-29\|28.50\|-2.56\|29.10\|29.95\|28.11\|54497;2026-06-30\|29.73\|4.32\|28.44\|29.82\|28.21\|49237;2026-07-01\|30.64\|3.06\|29.60\|30.99\|29.51\|60052;2026-07-02\|29.93\|-0.37\|29.83\|31.50\|29.62\|65709;2026-07-03\|30.21\|0.94\|30.55\|30.97\|30.05\|59105;2026-07-06\|30.20\|-0.03\|30.06\|30.65\|29.30\|54713;2026-07-07\|28.42\|-5.89\|29.95\|29.97\|28.33\|50051;2026-07-08\|26.32\|-7.39\|28.71\|28.75\|26.19\|60435;2026-07-09\|25.90\|-1.60\|26.36\|26.74\|24.72\|55114;2026-07-10\|26.05\|0.58\|26.00\|26.80\|25.82\|46662;2026-07-13\|24.14\|-7.33\|25.91\|25.93\|24.08\|45898;2026-07-14\|24.55\|1.70\|24.26\|24.62\|23.88\|34398;2026-07-15\|24.15\|-1.63\|24.65\|24.65\|24.03\|27891;2026-07-16\|23.50\|-2.69\|24.00\|24.28\|23.40\|32240;2026-07-17\|22.03\|-6.26\|23.44\|23.57\|21.66\|48864;2026-07-20\|20.83\|-5.45\|22.28\|22.45\|20.48\|54586;2026-07-21\|21.50\|3.22\|20.80\|21.59\|19.79\|5760363;2026-07-22\|21.17\|-1.53\|21.67\|21.67\|20.84\|2192062
84466	年报及一季报密集披露	一季报扭亏+品牌授权+线下自营+互联网电商 1、据2026年4月23日发布的一季报，公司归母净利润3263.5万元，同比扭亏，高毛利综合服务业务贡献提升，同时费用管控见效。 2、据2025年度报告及2026年一季报，公司坚守“南极人”等品牌授权主业，授权服务收入同比增长，多级分销网络稳健。 3、据2025年度报告，公司“超级南极人”线下自营门店已落地上海、常州环球港，差异化零售与授权双轨并行，强化供应链直连消费者。 4、公司的主要产品是移动互联网媒体投放平台业务、品牌综合服务业务、货品销售业务、经销商品牌授权业务、保理业务。	公司主要为小微电商及供应商提供品牌授权服务，一季度净利润同比扭亏为盈	2026-03-12\|3.01\|-0.33\|3.01\|3.04\|3.00\|204385;2026-03-13\|3.01\|0.00\|3.00\|3.04\|2.99\|228531;2026-03-16\|3.03\|0.66\|3.02\|3.04\|3.01\|186263;2026-03-17\|3.03\|0.00\|3.03\|3.08\|3.02\|317365;2026-03-18\|3.00\|-0.99\|3.04\|3.04\|2.98\|223385;2026-03-19\|2.93\|-2.33\|2.98\|3.00\|2.93\|263318;2026-03-20\|2.80\|-4.44\|2.93\|2.95\|2.80\|385467;2026-03-23\|2.66\|-5.00\|2.77\|2.77\|2.64\|382658;2026-03-24\|2.75\|3.38\|2.72\|2.76\|2.66\|291258;2026-03-25\|2.80\|1.82\|2.76\|2.81\|2.75\|257399;2026-03-26\|2.76\|-1.43\|2.80\|2.84\|2.76\|204175;2026-03-27\|2.80\|1.45\|2.75\|2.81\|2.73\|215307;2026-03-30\|2.81\|0.36\|2.77\|2.82\|2.75\|215280;2026-03-31\|2.80\|-0.36\|2.81\|2.86\|2.79\|203786;2026-04-01\|2.78\|-0.71\|2.83\|2.85\|2.78\|181718;2026-04-02\|2.73\|-1.80\|2.78\|2.78\|2.71\|243083;2026-04-03\|2.66\|-2.56\|2.74\|2.74\|2.66\|184618;2026-04-07\|2.72\|2.26\|2.68\|2.73\|2.66\|183475;2026-04-08\|2.82\|3.68\|2.77\|2.82\|2.75\|323239;2026-04-09\|2.79\|-1.06\|2.81\|2.83\|2.78\|260368;2026-04-10\|2.82\|1.08\|2.80\|2.85\|2.79\|224356;2026-04-13\|2.82\|0.00\|2.81\|2.83\|2.79\|160022;2026-04-14\|2.81\|-0.35\|2.83\|2.84\|2.77\|176953;2026-04-15\|2.79\|-0.71\|2.80\|2.83\|2.78\|157996;2026-04-16\|2.81\|0.72\|2.79\|2.82\|2.77\|199586;2026-04-17\|2.78\|-1.07\|2.81\|2.81\|2.75\|165524;2026-04-20\|2.82\|1.44\|2.77\|2.83\|2.76\|212866;2026-04-21\|2.78\|-1.42\|2.80\|2.83\|2.76\|193492;2026-04-22\|2.76\|-0.72\|2.77\|2.77\|2.74\|190092;2026-04-23\|2.80\|1.45\|2.76\|2.85\|2.75\|466228;2026-04-24\|3.08\|10.00\|2.85\|3.08\|2.83\|1087193;2026-04-27\|3.11\|0.97\|3.05\|3.13\|2.99\|1316024;2026-04-28\|3.07\|-1.29\|3.07\|3.13\|3.03\|721367;2026-04-29\|3.03\|-1.30\|3.05\|3.09\|3.03\|565079;2026-04-30\|3.03\|0.00\|3.05\|3.10\|3.01\|456209;2026-05-06\|3.06\|0.99\|3.04\|3.07\|3.01\|544631;2026-05-07\|3.05\|-0.33\|3.08\|3.09\|3.03\|374001;2026-05-08\|3.06\|0.33\|3.05\|3.07\|3.04\|415174;2026-05-11\|3.21\|4.90\|3.07\|3.28\|3.04\|1114805;2026-05-12\|3.05\|-4.98\|3.15\|3.18\|3.05\|778521;2026-05-13\|3.25\|6.56\|3.06\|3.34\|3.05\|1418030;2026-05-14\|3.23\|-0.62\|3.24\|3.30\|3.18\|889602;2026-05-15\|3.22\|-0.31\|3.21\|3.27\|3.17\|661433;2026-05-18\|3.18\|-1.24\|3.19\|3.20\|3.13\|432426;2026-05-19\|3.30\|3.77\|3.18\|3.30\|3.16\|769281;2026-05-20\|3.34\|1.21\|3.29\|3.44\|3.25\|993313;2026-05-21\|3.21\|-3.89\|3.34\|3.34\|3.20\|739819;2026-05-22\|3.11\|-3.12\|3.21\|3.25\|3.09\|609081;2026-05-25\|3.15\|1.29\|3.11\|3.22\|3.09\|612808;2026-05-26\|3.12\|-0.95\|3.14\|3.16\|3.06\|464039;2026-05-27\|3.05\|-2.24\|3.14\|3.20\|3.02\|463092;2026-05-28\|3.04\|-0.33\|3.05\|3.07\|2.93\|485722;2026-05-29\|2.98\|-1.97\|3.02\|3.04\|2.96\|363748;2026-06-01\|3.15\|5.70\|2.98\|3.25\|2.95\|699588;2026-06-02\|3.04\|-3.49\|3.17\|3.18\|3.02\|428360;2026-06-03\|2.98\|-1.97\|3.03\|3.03\|2.97\|294865;2026-06-04\|2.89\|-3.02\|2.96\|3.00\|2.87\|315884;2026-06-05\|2.92\|1.04\|2.87\|2.97\|2.87\|278319;2026-06-08\|2.81\|-1.75\|2.84\|2.92\|2.78\|295949;2026-06-09\|2.79\|-0.71\|2.80\|2.83\|2.76\|235462;2026-06-10\|2.76\|-1.08\|2.81\|2.81\|2.72\|252288;2026-06-11\|2.71\|-1.81\|2.74\|2.77\|2.69\|235656;2026-06-12\|2.75\|1.48\|2.74\|2.76\|2.69\|234773;2026-06-15\|2.75\|0.00\|2.76\|2.81\|2.73\|268461;2026-06-16\|2.70\|-1.82\|2.75\|2.75\|2.68\|310153;2026-06-17\|2.68\|-0.74\|2.69\|2.70\|2.65\|214857;2026-06-18\|2.69\|0.37\|2.69\|2.72\|2.63\|229195;2026-06-22\|2.66\|-1.12\|2.68\|2.69\|2.60\|301310;2026-06-23\|2.71\|1.88\|2.66\|2.80\|2.65\|339822;2026-06-24\|2.62\|-3.32\|2.73\|2.73\|2.61\|301656;2026-06-25\|2.62\|0.00\|2.62\|2.68\|2.58\|243020;2026-06-26\|2.63\|0.38\|2.60\|2.66\|2.59\|216338;2026-06-29\|2.64\|0.38\|2.62\|2.67\|2.51\|373213;2026-06-30\|2.74\|3.79\|2.62\|2.74\|2.57\|523695;2026-07-01\|2.75\|0.36\|2.73\|2.83\|2.71\|360960;2026-07-02\|2.78\|1.09\|2.75\|2.81\|2.73\|395350;2026-07-03\|2.76\|-0.72\|2.80\|2.80\|2.73\|330972;2026-07-06\|2.87\|3.99\|2.77\|2.94\|2.77\|483656;2026-07-07\|2.77\|-3.48\|2.87\|2.90\|2.76\|332720;2026-07-08\|2.72\|-1.81\|2.77\|2.78\|2.69\|287069;2026-07-09\|2.77\|1.84\|2.73\|2.78\|2.71\|252684;2026-07-10\|2.82\|1.81\|2.75\|2.87\|2.73\|355314;2026-07-13\|2.78\|-1.42\|2.81\|2.86\|2.76\|358600;2026-07-14\|2.83\|1.80\|2.77\|2.85\|2.72\|434276;2026-07-15\|2.94\|3.89\|2.82\|3.08\|2.80\|675028;2026-07-16\|3.23\|9.86\|2.93\|3.23\|2.92\|1238358;2026-07-17\|3.15\|-2.48\|3.23\|3.33\|3.13\|1612118;2026-07-20\|3.04\|-3.49\|3.13\|3.23\|2.97\|1252823;2026-07-21\|3.04\|0.00\|3.05\|3.17\|2.98\|937525;2026-07-22\|2.99\|-1.64\|2.98\|3.03\|2.96\|440700
84465	年报及一季报密集披露	一季报增长+工程物流+海外布局 1、据2026年4月23日中创物流2026年第一季度报告，公司一季度营收21.75亿元，同比增长5.00%，归母净利润9882.64万元，同比增长42.94%，主要因引进战略投资者MEDLOG S.A.完成海创智合供应链增资入股，投资收益增加。 2、据2026年3月27日中创物流2025年年度报告，公司深耕核电、风电、化工三大专业工程物流运输领域，2025年成功中标中海壳牌惠州三期乙烯、广东陆丰核电1、2号机组、巴基斯坦C-5核电、哈萨克斯坦风电等多个国内外重大项目，在手合同总额保持增长。 3、据2026年3月27日中创物流2025年年度报告，公司“物流出海”战略落地沙特、印尼、西非、东非，形成“国内+国际”协同格局，为中国企业海外项目提供全链条一体化物流解决方案。	公司主营综合性现代物流业务，一季度净利润同比增长42.94%	2026-03-12\|13.05\|-1.29\|13.29\|13.29\|13.02\|32424;2026-03-13\|13.01\|-0.31\|13.08\|13.27\|12.97\|48806;2026-03-16\|13.19\|1.38\|13.02\|13.19\|12.95\|33793;2026-03-17\|13.00\|-1.44\|13.18\|13.26\|12.99\|30228;2026-03-18\|13.12\|0.92\|12.98\|13.14\|12.82\|28073;2026-03-19\|12.95\|-1.30\|13.04\|13.16\|12.91\|23898;2026-03-20\|12.72\|-1.78\|12.96\|13.08\|12.61\|37096;2026-03-23\|11.98\|-5.82\|12.50\|12.58\|11.89\|51341;2026-03-24\|12.53\|4.59\|12.18\|12.56\|12.03\|34797;2026-03-25\|12.80\|2.15\|12.47\|12.81\|12.33\|34475;2026-03-26\|12.83\|0.23\|12.80\|12.97\|12.68\|29654;2026-03-27\|13.22\|3.04\|12.99\|13.38\|12.90\|56814;2026-03-30\|13.61\|2.95\|12.98\|13.77\|12.98\|104303;2026-03-31\|13.38\|-1.69\|13.61\|13.67\|13.37\|51017;2026-04-01\|13.36\|-0.15\|13.51\|13.57\|13.22\|56295;2026-04-02\|13.33\|-0.22\|13.26\|13.55\|13.26\|49093;2026-04-03\|12.86\|-3.53\|13.48\|13.48\|12.84\|40506;2026-04-07\|12.91\|0.39\|12.87\|13.04\|12.66\|38663;2026-04-08\|13.26\|2.71\|13.05\|13.33\|13.02\|36189;2026-04-09\|12.98\|-2.11\|13.15\|13.35\|12.97\|27035;2026-04-10\|13.15\|1.31\|13.35\|13.38\|13.11\|38044;2026-04-13\|12.94\|-1.60\|13.11\|13.14\|12.89\|30395;2026-04-14\|12.86\|-0.62\|12.97\|13.02\|12.76\|24989;2026-04-15\|12.88\|0.16\|12.89\|12.91\|12.80\|27058;2026-04-16\|13.04\|1.24\|12.87\|13.07\|12.84\|24096;2026-04-17\|13.05\|0.08\|13.06\|13.15\|12.96\|23107;2026-04-20\|13.13\|0.61\|13.00\|13.18\|12.99\|24677;2026-04-21\|13.28\|1.14\|13.09\|13.28\|13.09\|31332;2026-04-22\|13.26\|-0.15\|13.24\|13.34\|13.19\|25660;2026-04-23\|13.39\|0.98\|13.27\|13.41\|13.00\|36601;2026-04-24\|14.73\|10.01\|14.08\|14.73\|13.92\|113574;2026-04-27\|14.00\|-4.96\|14.73\|14.73\|13.77\|200437;2026-04-28\|13.71\|-2.07\|13.90\|14.10\|13.60\|104860;2026-04-29\|13.85\|1.02\|13.71\|14.03\|13.65\|83496;2026-04-30\|13.93\|0.58\|13.80\|13.99\|13.71\|68624;2026-05-06\|14.24\|2.23\|13.88\|14.24\|13.70\|98282;2026-05-07\|14.29\|0.35\|14.42\|14.65\|14.18\|73596;2026-05-08\|14.41\|0.84\|14.16\|14.62\|14.16\|53081;2026-05-11\|14.48\|0.49\|14.45\|14.56\|14.30\|52727;2026-05-12\|14.44\|-0.28\|14.58\|14.65\|14.26\|66521;2026-05-13\|13.72\|-0.51\|13.66\|13.85\|13.50\|60760;2026-05-14\|13.40\|-2.33\|13.80\|13.80\|13.40\|48232;2026-05-15\|13.49\|0.67\|13.52\|13.59\|13.26\|57096;2026-05-18\|13.34\|-1.11\|13.45\|13.49\|13.22\|30324;2026-05-19\|13.38\|0.30\|13.37\|13.49\|13.11\|33134;2026-05-20\|13.15\|-1.72\|13.30\|13.30\|13.08\|22098;2026-05-21\|12.92\|-1.75\|13.16\|13.29\|12.92\|37590;2026-05-22\|13.04\|0.93\|13.02\|13.17\|12.83\|22196;2026-05-25\|12.64\|-3.07\|12.98\|13.10\|12.63\|36237;2026-05-26\|12.38\|-2.06\|12.64\|12.73\|12.31\|30525;2026-05-27\|11.96\|-3.39\|12.41\|12.44\|11.90\|42595;2026-05-28\|11.98\|0.17\|12.09\|12.10\|11.82\|34996;2026-05-29\|11.95\|-0.25\|12.01\|12.09\|11.91\|35303;2026-06-01\|12.52\|4.77\|12.02\|12.59\|11.91\|46617;2026-06-02\|12.45\|-0.56\|12.52\|12.67\|12.39\|35437;2026-06-03\|12.23\|-1.77\|12.45\|12.48\|12.15\|18784;2026-06-04\|12.13\|-0.82\|12.23\|12.43\|12.09\|23710;2026-06-05\|12.50\|3.05\|12.12\|12.70\|12.09\|33055;2026-06-08\|12.21\|-2.32\|12.38\|12.48\|12.03\|26813;2026-06-09\|11.98\|-1.88\|12.23\|12.29\|11.92\|22780;2026-06-10\|12.02\|0.33\|11.90\|12.06\|11.79\|22090;2026-06-11\|11.76\|-2.16\|12.01\|12.01\|11.66\|19838;2026-06-12\|11.97\|1.79\|11.77\|12.03\|11.63\|24760;2026-06-15\|12.01\|0.33\|12.11\|12.38\|11.98\|26245;2026-06-16\|11.51\|-4.16\|11.99\|12.04\|11.50\|38714;2026-06-17\|11.40\|-0.96\|11.50\|11.56\|11.31\|27455;2026-06-18\|11.33\|-0.61\|11.37\|11.53\|11.20\|22568;2026-06-22\|11.26\|-0.62\|11.29\|11.30\|10.85\|36987;2026-06-23\|11.36\|0.89\|11.25\|11.48\|11.14\|19650;2026-06-24\|11.32\|-0.35\|11.28\|11.51\|11.21\|25993;2026-06-25\|11.20\|-1.06\|11.35\|11.35\|11.08\|20879;2026-06-26\|10.74\|-4.11\|11.15\|11.16\|10.63\|46121;2026-06-29\|10.72\|-0.19\|10.70\|10.76\|10.32\|36052;2026-06-30\|10.35\|-3.45\|10.72\|10.75\|10.28\|38866;2026-07-01\|10.80\|4.35\|10.38\|10.84\|10.31\|48283;2026-07-02\|11.05\|2.31\|10.73\|11.12\|10.73\|33915;2026-07-03\|11.29\|2.17\|11.05\|11.48\|11.04\|33616;2026-07-06\|11.66\|3.28\|11.45\|11.69\|11.29\|31432;2026-07-07\|11.25\|-3.52\|11.75\|11.75\|11.25\|24159;2026-07-08\|11.38\|1.16\|11.22\|11.43\|11.12\|23908;2026-07-09\|11.17\|-1.85\|11.36\|11.43\|11.04\|19922;2026-07-10\|11.11\|-0.54\|11.20\|11.30\|11.04\|24330;2026-07-13\|11.16\|0.45\|11.11\|11.25\|11.01\|23306;2026-07-14\|11.43\|2.42\|11.15\|11.48\|11.05\|26043;2026-07-15\|11.43\|0.00\|11.40\|11.53\|11.30\|24575;2026-07-16\|11.56\|1.14\|11.40\|11.59\|11.36\|18908;2026-07-17\|11.30\|-2.25\|11.59\|11.72\|11.22\|32293;2026-07-20\|11.28\|-0.18\|11.24\|11.51\|11.18\|33658;2026-07-21\|11.04\|-2.13\|11.20\|11.33\|11.00\|51148;2026-07-22\|10.82\|-1.99\|11.04\|11.07\|10.75\|17871
84464	年报及一季报密集披露	业绩增长+高股息+家纺龙头+大单品 1、据2026年4月24日年报，2025年营收45.28亿元、净利4.07亿元，同比增7.99%、10.96%，拟10派8元，全年现金分红比例63.62%，延续高股息。据2026年4月24日一季报，2026Q1营收9.79亿元、净利1.05亿元，同比增5.74%、17.09%，盈利弹性继续释放。 2、据2026年4月24日行动方案，公司聚焦“科技守护睡眠”战略，以雪糕被、人体工学枕等功能大单品带动全品类销售，2026年将强化功能性材料与智能睡眠技术。 3、公司系具有行业领先地位的家用纺织品企业，长期专注于家纺产品的研发、设计、生产和销售，公司采取全品类、多品牌、全渠道的经营模式。已构建起以套件、被芯和枕芯等床上用品为核心的全品类产品矩阵。	国内家纺龙头之一，一季度净利润同比增长17.09%	2026-03-12\|20.70\|-0.91\|20.99\|21.00\|20.55\|9974;2026-03-13\|20.86\|0.77\|20.77\|21.09\|20.53\|12674;2026-03-16\|21.20\|1.63\|20.86\|21.28\|20.75\|20490;2026-03-17\|20.85\|-1.65\|21.24\|21.47\|20.66\|14230;2026-03-18\|20.90\|0.24\|20.80\|20.90\|20.30\|10519;2026-03-19\|20.47\|-2.06\|19.33\|20.80\|19.33\|11294;2026-03-20\|20.60\|0.64\|20.47\|20.90\|20.31\|10971;2026-03-23\|19.18\|-6.89\|20.58\|20.58\|19.09\|21989;2026-03-24\|20.12\|4.90\|19.56\|20.12\|19.30\|11648;2026-03-25\|20.35\|1.14\|20.13\|20.39\|19.99\|5546;2026-03-26\|20.22\|-0.64\|20.35\|20.88\|20.13\|9131;2026-03-27\|20.48\|1.29\|20.13\|20.48\|20.02\|11099;2026-03-30\|20.85\|1.81\|20.70\|21.11\|20.22\|21657;2026-03-31\|20.89\|0.19\|20.88\|21.08\|20.60\|17158;2026-04-01\|21.32\|2.06\|20.99\|21.43\|20.90\|19476;2026-04-02\|21.15\|-0.80\|21.40\|21.82\|21.04\|22793;2026-04-03\|20.91\|-1.13\|20.98\|21.55\|20.89\|20796;2026-04-07\|20.36\|-2.63\|20.78\|20.88\|20.10\|17185;2026-04-08\|20.42\|0.29\|20.82\|20.88\|20.25\|22699;2026-04-09\|19.93\|-2.40\|20.42\|20.56\|19.85\|24296;2026-04-10\|20.54\|3.06\|20.02\|20.56\|19.81\|15390;2026-04-13\|20.19\|-1.70\|20.44\|20.45\|20.04\|11728;2026-04-14\|20.70\|2.53\|20.39\|20.72\|20.05\|13061;2026-04-15\|20.83\|0.63\|20.72\|20.92\|20.27\|13440;2026-04-16\|20.69\|-0.67\|20.83\|21.27\|20.65\|18874;2026-04-17\|20.58\|-0.53\|20.69\|20.89\|20.45\|10770;2026-04-20\|21.05\|2.28\|20.60\|21.22\|20.50\|12844;2026-04-21\|20.75\|-1.43\|21.30\|21.31\|20.64\|14811;2026-04-22\|20.88\|0.63\|20.73\|20.98\|20.51\|10342;2026-04-23\|20.77\|-0.53\|20.98\|21.10\|20.61\|13686;2026-04-24\|22.85\|10.01\|22.00\|22.85\|21.68\|34341;2026-04-27\|22.74\|-0.48\|24.99\|25.13\|21.90\|120215;2026-04-28\|21.90\|-3.69\|22.01\|22.89\|21.80\|65085;2026-04-29\|21.72\|-0.82\|21.77\|22.22\|21.32\|57657;2026-04-30\|22.37\|2.99\|21.64\|22.79\|21.53\|54491;2026-05-06\|22.18\|-0.85\|22.37\|22.85\|21.49\|61251;2026-05-07\|20.79\|-6.27\|21.98\|22.17\|20.72\|68776;2026-05-08\|20.26\|-2.55\|20.79\|20.84\|20.10\|43021;2026-05-11\|20.49\|1.14\|20.39\|20.50\|20.10\|30121;2026-05-12\|21.02\|2.59\|20.45\|21.73\|20.37\|62407;2026-05-13\|20.50\|-2.47\|20.79\|21.22\|20.48\|34233;2026-05-14\|20.30\|-0.98\|20.87\|20.99\|20.26\|27102;2026-05-15\|20.60\|1.48\|20.28\|21.07\|20.25\|38216;2026-05-18\|20.11\|-2.38\|20.60\|20.60\|19.91\|39349;2026-05-19\|19.57\|-2.69\|20.26\|20.26\|19.51\|31946;2026-05-20\|19.59\|0.10\|19.51\|19.66\|19.33\|16848;2026-05-21\|19.29\|-1.53\|19.51\|19.85\|19.14\|17701;2026-05-22\|18.94\|-1.81\|19.30\|19.35\|18.83\|21141;2026-05-25\|18.83\|-0.58\|18.98\|19.14\|18.68\|16486;2026-05-26\|18.87\|0.21\|19.00\|19.00\|18.61\|12508;2026-05-27\|18.42\|-2.38\|18.87\|18.88\|18.32\|18722;2026-05-28\|17.98\|-2.39\|18.31\|18.51\|17.90\|20682;2026-05-29\|18.21\|1.28\|18.00\|18.48\|17.98\|18059;2026-06-01\|19.05\|4.61\|17.99\|19.15\|17.99\|35699;2026-06-02\|18.90\|-0.79\|18.96\|19.07\|18.64\|18266;2026-06-03\|18.64\|-1.38\|18.95\|19.06\|18.43\|14715;2026-06-04\|18.06\|-3.11\|18.63\|18.75\|17.91\|15183;2026-06-05\|18.41\|1.94\|18.05\|18.56\|18.05\|12237;2026-06-08\|17.92\|-2.66\|18.00\|18.36\|17.75\|19967;2026-06-09\|17.74\|-1.00\|17.95\|17.98\|17.62\|9824;2026-06-10\|17.92\|1.01\|17.74\|18.09\|17.47\|12354;2026-06-11\|18.10\|1.00\|17.91\|18.15\|17.77\|8505;2026-06-12\|18.60\|2.76\|18.28\|18.66\|17.87\|21053;2026-06-15\|18.43\|-0.91\|18.60\|18.80\|18.30\|15581;2026-06-16\|17.61\|-4.45\|18.35\|18.36\|17.10\|31811;2026-06-17\|17.48\|-0.74\|17.48\|17.61\|17.34\|16514;2026-06-18\|16.75\|0.36\|16.67\|16.75\|16.22\|18752;2026-06-22\|16.43\|-1.91\|16.73\|16.73\|16.18\|36886;2026-06-23\|16.74\|1.89\|16.27\|17.11\|16.25\|14707;2026-06-24\|16.38\|-2.15\|16.70\|17.07\|16.36\|14315;2026-06-25\|16.22\|-0.98\|16.20\|16.42\|16.06\|11706;2026-06-26\|16.13\|-0.55\|16.24\|16.39\|15.60\|26006;2026-06-29\|15.95\|-1.12\|16.15\|16.17\|15.51\|20584;2026-06-30\|15.57\|-2.38\|15.98\|16.05\|15.50\|12195;2026-07-01\|16.55\|6.29\|15.50\|16.85\|15.50\|38731;2026-07-02\|16.61\|0.36\|16.47\|16.85\|16.36\|15523;2026-07-03\|16.98\|2.23\|16.62\|17.36\|16.51\|16098;2026-07-06\|17.48\|2.94\|16.98\|17.58\|16.71\|19359;2026-07-07\|16.99\|-2.80\|17.46\|17.46\|16.95\|13947;2026-07-08\|16.90\|-0.53\|16.99\|17.20\|16.65\|12129;2026-07-09\|16.61\|-1.72\|17.01\|17.01\|16.56\|10572;2026-07-10\|16.68\|0.42\|16.59\|16.99\|16.49\|12840;2026-07-13\|16.58\|-0.60\|16.67\|16.79\|16.44\|13645;2026-07-14\|16.58\|0.00\|16.58\|16.67\|16.30\|14012;2026-07-15\|16.95\|2.23\|16.50\|17.00\|16.50\|11624;2026-07-16\|16.95\|0.00\|16.86\|17.11\|16.66\|13135;2026-07-17\|17.42\|2.77\|16.97\|17.72\|16.89\|29672;2026-07-20\|18.50\|6.20\|17.67\|18.77\|17.05\|56533;2026-07-21\|18.34\|-0.86\|18.11\|18.92\|18.00\|43542;2026-07-22\|17.65\|-3.76\|18.37\|18.37\|17.44\|22447
84463	年报及一季报密集披露	机器人+资产处置+会展服务+上海国资行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年7月31日互动易，公司承办的世界人工智能大会、中国国际工业博览会等展会有机器人相关展区；据2025年年度报告，公司承办的成都国际工业博览会等活动涉及机器人、工业自动化展区。 2、据2026年6月30日公告，公司董事会同意授权经理层处置不超过8亿元的存量金融资产，授权期限自董事会审议通过之日后12个月内。截至2026年5月30日，公司(含下属子公司)所持有的金融资产包括股票、基金等，总市值约15.94亿元。 3、据公司2025年年报，公司围绕“AI科技、体育赛事”两大核心领域，做强展馆运营、IP运营、会展服务三大支柱业务，发挥香港公司国际总部作用。在AI科技领域，推动WAIC向市场化、生态化转型，构建“4+365”全生命周期运营体系。 4、据2025年年度报告，公司最终控制人为上海市国有资产监督管理委员会，是上海国资旗下的会展全产业链企业，拥有上海世博展览馆等核心资产。	上海市国资委旗下，25年净利润同比增长6.16%；公司通过上海东瑞慧展持有北京微纳星空1.31%的股份	2026-03-12\|11.10\|0.18\|11.07\|11.26\|11.03\|61767;2026-03-13\|10.92\|-1.62\|11.03\|11.10\|10.90\|52420;2026-03-16\|10.62\|-2.75\|10.87\|11.01\|10.55\|98939;2026-03-17\|10.36\|-2.45\|10.63\|10.68\|10.35\|76393;2026-03-18\|10.46\|0.97\|10.38\|10.49\|10.22\|63011;2026-03-19\|10.28\|-1.72\|10.41\|10.55\|10.25\|47830;2026-03-20\|10.02\|-2.53\|10.30\|10.35\|10.00\|44161;2026-03-23\|9.28\|-7.39\|9.94\|9.94\|9.22\|100962;2026-03-24\|9.66\|4.09\|9.57\|9.68\|9.41\|66799;2026-03-25\|9.84\|1.86\|9.67\|9.92\|9.65\|61189;2026-03-26\|9.70\|-1.42\|9.84\|10.01\|9.65\|48986;2026-03-27\|9.72\|0.21\|9.62\|9.76\|9.60\|48939;2026-03-30\|9.75\|0.31\|9.59\|9.80\|9.59\|35312;2026-03-31\|9.67\|-0.82\|9.75\|9.89\|9.67\|37258;2026-04-01\|9.92\|2.59\|9.77\|9.93\|9.73\|48979;2026-04-02\|9.79\|-1.31\|9.89\|9.97\|9.70\|41150;2026-04-03\|9.54\|-2.55\|9.80\|9.83\|9.49\|36955;2026-04-07\|9.59\|0.52\|9.61\|9.61\|9.46\|29706;2026-04-08\|9.93\|3.55\|9.73\|9.95\|9.73\|44113;2026-04-09\|9.53\|-4.03\|9.91\|9.91\|9.50\|65511;2026-04-10\|9.71\|1.89\|9.53\|9.80\|9.53\|49772;2026-04-13\|9.54\|-1.75\|9.65\|9.66\|9.50\|40832;2026-04-14\|9.64\|1.05\|9.59\|9.69\|9.53\|54594;2026-04-15\|9.49\|-1.56\|9.65\|9.66\|9.46\|69948;2026-04-16\|9.55\|0.63\|9.48\|9.59\|9.44\|37543;2026-04-17\|9.50\|-0.52\|9.60\|9.68\|9.48\|46414;2026-04-20\|9.58\|0.84\|9.48\|9.59\|9.40\|43119;2026-04-21\|9.48\|-1.04\|9.55\|9.62\|9.42\|38884;2026-04-22\|9.40\|-0.84\|9.46\|9.49\|9.34\|44500;2026-04-23\|9.38\|-0.21\|9.39\|9.44\|9.29\|40377;2026-04-24\|10.32\|10.02\|9.93\|10.32\|9.93\|152195;2026-04-27\|10.33\|0.10\|10.62\|10.63\|10.10\|391675;2026-04-28\|9.97\|-3.48\|10.18\|10.33\|9.88\|200183;2026-04-29\|9.94\|-0.30\|9.92\|10.06\|9.76\|163252;2026-04-30\|9.57\|-3.72\|9.93\|9.97\|9.57\|169603;2026-05-06\|9.54\|-0.31\|9.57\|9.61\|9.41\|132118;2026-05-07\|9.61\|0.73\|9.58\|9.63\|9.44\|113517;2026-05-08\|10.10\|5.10\|9.64\|10.28\|9.59\|208230;2026-05-11\|10.04\|-0.59\|10.12\|10.13\|9.90\|116473;2026-05-12\|10.09\|0.50\|10.03\|10.37\|9.78\|194802;2026-05-13\|9.84\|-2.48\|10.02\|10.08\|9.79\|162274;2026-05-14\|9.55\|-2.95\|9.81\|9.85\|9.54\|117810;2026-05-15\|9.33\|-2.30\|9.53\|9.59\|9.30\|119623;2026-05-18\|9.03\|-3.22\|9.27\|9.30\|8.98\|116850;2026-05-19\|9.20\|1.88\|9.04\|9.20\|8.90\|75643;2026-05-20\|9.01\|-2.07\|9.17\|9.18\|8.99\|42736;2026-05-21\|8.78\|-2.55\|9.06\|9.12\|8.76\|58911;2026-05-22\|8.94\|1.82\|9.08\|9.08\|8.82\|43502;2026-05-25\|8.77\|-1.90\|8.89\|8.92\|8.74\|46765;2026-05-26\|8.89\|1.37\|8.75\|8.90\|8.67\|41662;2026-05-27\|8.61\|-3.15\|8.86\|8.86\|8.54\|61131;2026-05-28\|8.54\|-0.81\|8.53\|8.65\|8.36\|56620;2026-05-29\|8.65\|1.29\|8.47\|8.76\|8.47\|53268;2026-06-01\|8.98\|3.81\|8.65\|9.00\|8.50\|72312;2026-06-02\|8.75\|-2.56\|8.99\|9.01\|8.73\|48949;2026-06-03\|8.81\|0.69\|8.78\|8.98\|8.73\|46857;2026-06-04\|8.74\|-0.79\|8.77\|8.78\|8.65\|35268;2026-06-05\|8.83\|1.03\|8.68\|9.01\|8.68\|55780;2026-06-08\|9.04\|2.38\|8.69\|9.26\|8.60\|110404;2026-06-09\|9.33\|3.21\|9.01\|9.40\|8.85\|120417;2026-06-10\|9.38\|0.54\|9.29\|9.49\|9.22\|95188;2026-06-11\|9.27\|-1.17\|9.38\|9.44\|9.16\|68326;2026-06-12\|9.98\|7.66\|9.35\|10.08\|9.35\|213160;2026-06-15\|10.30\|3.21\|10.18\|10.48\|10.10\|183819;2026-06-16\|10.26\|-0.39\|10.33\|10.42\|10.05\|130606;2026-06-17\|10.26\|0.00\|10.30\|10.32\|9.95\|117224;2026-06-18\|9.34\|-6.79\|10.15\|10.15\|9.28\|134780;2026-06-22\|9.41\|0.75\|9.30\|9.51\|9.15\|86093;2026-06-23\|9.50\|0.96\|9.36\|10.02\|9.34\|113119;2026-06-24\|9.21\|-3.05\|9.44\|9.51\|9.01\|93605;2026-06-25\|9.12\|-0.98\|9.21\|9.32\|9.04\|62022;2026-06-26\|8.70\|-4.61\|9.11\|9.11\|8.63\|81986;2026-06-29\|8.93\|2.64\|8.77\|9.21\|8.70\|95154;2026-06-30\|8.79\|-1.57\|8.86\|9.05\|8.62\|78568;2026-07-01\|9.67\|10.01\|8.76\|9.67\|8.73\|153474;2026-07-02\|9.32\|-3.62\|9.86\|9.95\|9.28\|156493;2026-07-03\|9.52\|2.15\|9.32\|9.72\|9.24\|118486;2026-07-06\|9.51\|-0.10\|9.63\|9.91\|9.43\|92685;2026-07-07\|9.09\|-4.42\|9.50\|9.53\|8.91\|112313;2026-07-08\|9.02\|-0.77\|9.10\|9.19\|8.97\|55405;2026-07-09\|9.02\|0.00\|8.88\|9.06\|8.75\|66819;2026-07-10\|9.00\|-0.22\|9.02\|9.12\|8.78\|71338;2026-07-13\|8.69\|-3.44\|8.96\|9.00\|8.65\|59299;2026-07-14\|8.30\|-4.49\|8.50\|8.69\|8.12\|121464;2026-07-15\|8.48\|2.17\|8.49\|8.70\|8.30\|67845;2026-07-16\|8.59\|1.30\|8.51\|8.74\|8.29\|61358;2026-07-17\|8.06\|-6.17\|8.59\|8.79\|7.98\|106087;2026-07-20\|7.74\|-3.97\|8.06\|8.14\|7.60\|102825;2026-07-21\|7.72\|-0.26\|7.78\|7.88\|7.45\|104315;2026-07-22\|7.55\|-2.20\|7.72\|7.73\|7.46\|50321
84462	年报及一季报密集披露	一季报扭亏+工业环境治理+海外订单+广西国资 1、据2026年4月24日披露的2025年年报及2026年一季报，公司2026年第一季度营收5.82亿元、同比增长123.65%，归母净利润4626.51万元实现扭亏，工业板块收入3.68亿元、同比增长386.77%。 2、据2025年年报，公司工业板块在手订单13.11亿元，其中海外订单占比46.25%，加拿大瑞美达克签订2.74-2.96亿元污染场地土壤修复合同，并中标马来西亚棕榈EFB制浆配套二氧化氯项目。 3、公司从事的核心业务主要包括以围绕工业环境治理及清洁化生产领域为主的高端环保装备制造、销售业务。 4、据2025年年报及2026年4月24日公告，公司实际控制人为广西壮族自治区国资委，属地方国有企业，同日公告拟与北港金投等关联方开展融资业务补充流动资金。	水污染治理整体解决方案提供商，一季报净利润为4626.51万元，同比扭亏为盈	2026-03-12\|5.17\|-1.34\|5.23\|5.28\|5.15\|65694;2026-03-13\|5.22\|0.97\|5.18\|5.31\|5.13\|89046;2026-03-16\|5.16\|-1.15\|5.22\|5.27\|5.13\|67841;2026-03-17\|5.04\|-2.33\|5.17\|5.22\|5.03\|87831;2026-03-18\|5.12\|1.59\|5.04\|5.13\|5.00\|71876;2026-03-19\|5.00\|-2.34\|5.07\|5.13\|4.99\|66329;2026-03-20\|4.82\|-3.60\|5.02\|5.07\|4.81\|101432;2026-03-23\|4.54\|-5.81\|4.75\|4.80\|4.48\|122052;2026-03-24\|4.81\|5.95\|4.68\|4.83\|4.58\|136260;2026-03-25\|5.01\|4.16\|4.83\|5.05\|4.80\|139519;2026-03-26\|4.91\|-2.00\|5.02\|5.05\|4.89\|96480;2026-03-27\|5.02\|2.24\|4.91\|5.05\|4.86\|82848;2026-03-30\|5.08\|1.20\|5.02\|5.08\|4.92\|84335;2026-03-31\|4.94\|-2.76\|5.10\|5.13\|4.92\|72844;2026-04-01\|4.99\|1.01\|5.02\|5.09\|4.93\|65023;2026-04-02\|4.84\|-3.01\|4.99\|5.03\|4.79\|91139;2026-04-03\|4.47\|-7.64\|4.82\|4.89\|4.45\|147070;2026-04-07\|4.71\|5.37\|4.54\|4.75\|4.47\|131375;2026-04-08\|4.80\|1.91\|4.80\|4.88\|4.73\|93775;2026-04-09\|4.61\|-3.96\|4.78\|4.83\|4.57\|115441;2026-04-10\|4.67\|1.30\|4.63\|4.77\|4.60\|97897;2026-04-13\|4.70\|0.64\|4.66\|4.70\|4.60\|78422;2026-04-14\|4.65\|-1.06\|4.73\|4.75\|4.56\|81193;2026-04-15\|4.52\|-2.80\|4.68\|4.70\|4.51\|86671;2026-04-16\|4.66\|3.10\|4.54\|4.67\|4.47\|85776;2026-04-17\|4.55\|-2.36\|4.66\|4.66\|4.52\|67677;2026-04-20\|4.61\|1.32\|4.55\|4.63\|4.52\|70650;2026-04-21\|4.65\|0.87\|4.60\|4.66\|4.56\|73683;2026-04-22\|4.63\|-0.43\|4.65\|4.67\|4.56\|57712;2026-04-23\|4.63\|0.00\|4.65\|4.69\|4.58\|85743;2026-04-24\|5.56\|20.09\|5.41\|5.56\|5.21\|387006;2026-04-27\|5.52\|-0.72\|5.57\|5.87\|5.35\|830965;2026-04-28\|5.62\|1.81\|5.45\|5.88\|5.40\|743334;2026-04-29\|5.72\|1.78\|5.52\|5.82\|5.42\|614694;2026-04-30\|5.60\|-2.10\|5.72\|5.77\|5.56\|384397;2026-05-06\|5.72\|2.14\|5.63\|5.82\|5.59\|327298;2026-05-07\|5.85\|2.27\|5.70\|6.10\|5.67\|368946;2026-05-08\|5.89\|0.68\|5.82\|5.94\|5.77\|306563;2026-05-11\|5.80\|-1.53\|5.87\|5.90\|5.70\|251242;2026-05-12\|5.84\|0.69\|5.76\|5.97\|5.74\|278880;2026-05-13\|6.03\|3.25\|5.90\|6.15\|5.85\|320368;2026-05-14\|5.82\|-3.48\|6.01\|6.05\|5.81\|268247;2026-05-15\|5.87\|0.86\|5.79\|5.94\|5.73\|222168;2026-05-18\|5.91\|0.68\|5.85\|5.97\|5.77\|167707;2026-05-19\|5.88\|-0.51\|5.90\|5.95\|5.80\|186830;2026-05-20\|5.75\|-2.21\|5.87\|5.95\|5.71\|148952;2026-05-21\|5.59\|-2.78\|5.75\|5.91\|5.56\|179488;2026-05-22\|5.69\|1.79\|5.61\|5.72\|5.54\|152946;2026-05-25\|5.63\|-1.05\|5.69\|5.83\|5.56\|138694;2026-05-26\|5.51\|-2.13\|5.67\|5.67\|5.35\|120802;2026-05-27\|5.40\|-2.00\|5.53\|5.53\|5.32\|131466;2026-05-28\|5.44\|0.74\|5.42\|5.49\|5.26\|143085;2026-05-29\|5.24\|-3.68\|5.45\|5.52\|5.19\|140094;2026-06-01\|5.49\|4.77\|5.30\|5.63\|5.21\|224547;2026-06-02\|5.40\|-1.64\|5.44\|5.53\|5.29\|138254;2026-06-03\|5.35\|-0.93\|5.36\|5.42\|5.26\|116340;2026-06-04\|5.21\|-2.62\|5.32\|5.42\|5.15\|150068;2026-06-05\|5.24\|0.58\|5.21\|5.32\|4.97\|172486;2026-06-08\|5.09\|-2.86\|5.04\|5.31\|5.00\|131975;2026-06-09\|5.08\|-0.20\|5.11\|5.18\|5.00\|110892;2026-06-10\|5.00\|-1.57\|5.09\|5.12\|4.84\|115300;2026-06-11\|4.91\|-1.80\|4.94\|5.04\|4.86\|97618;2026-06-12\|4.91\|0.00\|4.96\|5.01\|4.83\|93327;2026-06-15\|4.92\|0.20\|4.92\|5.09\|4.84\|111860;2026-06-16\|4.96\|0.81\|4.88\|5.01\|4.76\|100398;2026-06-17\|4.82\|-2.82\|4.94\|4.95\|4.79\|88233;2026-06-18\|4.79\|-0.62\|4.78\|4.87\|4.69\|92506;2026-06-22\|4.80\|0.21\|4.76\|4.81\|4.58\|112617;2026-06-23\|4.89\|1.88\|4.75\|4.99\|4.74\|105219;2026-06-24\|4.61\|-5.73\|4.89\|4.89\|4.52\|152506;2026-06-25\|4.52\|-1.95\|4.60\|4.63\|4.47\|95973;2026-06-26\|4.37\|-3.32\|4.47\|4.55\|4.36\|118100;2026-06-29\|4.26\|-2.52\|4.36\|4.47\|4.18\|141977;2026-06-30\|4.21\|-1.17\|4.25\|4.30\|4.15\|147776;2026-07-01\|4.33\|2.85\|4.20\|4.41\|4.18\|141464;2026-07-02\|4.29\|-0.92\|4.26\|4.48\|4.26\|163408;2026-07-03\|4.46\|3.96\|4.30\|4.49\|4.26\|169704;2026-07-06\|4.56\|2.24\|4.43\|4.70\|4.39\|254823;2026-07-07\|4.52\|-0.88\|4.48\|4.70\|4.40\|270155;2026-07-08\|4.37\|-3.32\|4.48\|4.53\|4.35\|177762;2026-07-09\|4.35\|-0.46\|4.35\|4.44\|4.23\|153118;2026-07-10\|4.44\|2.07\|4.35\|4.52\|4.25\|142840;2026-07-13\|4.18\|-5.86\|4.45\|4.45\|4.15\|158430;2026-07-14\|4.32\|3.35\|4.17\|4.32\|4.08\|137293;2026-07-15\|4.41\|2.08\|4.28\|4.44\|4.26\|107315;2026-07-16\|4.43\|0.45\|4.38\|4.51\|4.34\|91329;2026-07-17\|4.24\|-4.29\|4.41\|4.50\|4.21\|130987;2026-07-20\|4.14\|-2.36\|4.24\|4.40\|4.09\|146104;2026-07-21\|4.05\|-2.17\|4.13\|4.14\|3.86\|159849;2026-07-22\|4.03\|-0.49\|3.99\|4.13\|3.99\|68726
84461	年报及一季报密集披露	一季报大增+机器人+智能物流+国企改革 1、据2026年4月24日披露的一季报，公司一季度营收3.05亿元，同比增长38.65%，归母净利润1.25亿元，同比增长283.50%。 2、据2026年4月24日发布的2025年年度报告，公司主营穿梭车、堆垛机、AGV、空中搬运机器人EMS等物流搬运机器人及配套软件系统，形成完整智能物流装备生态。 3、据2025年11月7日机构调研记录，公司最终控制人为景德镇市国有资产监督管理委员会，属地方国资控股。	公司是国内智能化储存龙头，一季报净利润同比增长283.5%	2026-03-12\|10.56\|-1.49\|10.72\|10.72\|10.51\|22762;2026-03-13\|10.56\|0.00\|10.53\|10.73\|10.47\|24746;2026-03-16\|10.60\|0.38\|10.52\|10.65\|10.51\|19490;2026-03-17\|10.44\|-1.51\|10.60\|10.77\|10.44\|25804;2026-03-18\|10.55\|1.05\|10.48\|10.56\|10.36\|24156;2026-03-19\|10.30\|-2.37\|10.50\|10.58\|10.27\|25555;2026-03-20\|10.06\|-2.33\|10.27\|10.38\|10.06\|32327;2026-03-23\|9.42\|-6.36\|10.00\|10.01\|9.29\|44570;2026-03-24\|9.79\|3.93\|9.49\|9.80\|9.40\|31142;2026-03-25\|9.98\|1.94\|9.83\|9.99\|9.78\|23379;2026-03-26\|10.00\|0.20\|9.98\|10.28\|9.94\|40754;2026-03-27\|10.02\|0.20\|9.90\|10.36\|9.90\|42791;2026-03-30\|10.12\|1.00\|9.90\|10.12\|9.84\|29701;2026-03-31\|10.05\|-0.69\|10.12\|10.28\|10.02\|24669;2026-04-01\|10.12\|0.70\|10.13\|10.19\|10.04\|28420;2026-04-02\|9.93\|-1.88\|10.05\|10.14\|9.84\|22350;2026-04-03\|9.66\|-2.72\|9.96\|9.99\|9.59\|37116;2026-04-07\|9.89\|2.38\|9.72\|9.97\|9.62\|29247;2026-04-08\|10.16\|2.73\|10.01\|10.17\|9.99\|26588;2026-04-09\|9.87\|-2.85\|10.16\|10.16\|9.85\|24107;2026-04-10\|10.05\|1.82\|9.88\|10.10\|9.88\|18261;2026-04-13\|9.92\|-1.29\|10.05\|10.06\|9.85\|20354;2026-04-14\|9.92\|0.00\|9.97\|10.10\|9.79\|23032;2026-04-15\|9.82\|-1.01\|9.99\|9.99\|9.82\|19486;2026-04-16\|10.06\|2.44\|9.85\|10.11\|9.82\|25154;2026-04-17\|9.94\|-1.19\|10.05\|10.08\|9.89\|16375;2026-04-20\|10.01\|0.70\|9.90\|10.01\|9.87\|15009;2026-04-21\|10.07\|0.60\|10.00\|10.09\|9.94\|22081;2026-04-22\|10.04\|-0.30\|10.07\|10.15\|10.00\|24339;2026-04-23\|10.11\|0.70\|10.03\|10.19\|9.93\|41689;2026-04-24\|11.12\|9.99\|11.00\|11.12\|11.00\|80470;2026-04-27\|11.37\|2.25\|11.29\|11.74\|11.26\|317246;2026-04-28\|11.48\|0.97\|11.16\|11.63\|11.16\|230826;2026-04-29\|11.33\|-1.31\|11.47\|11.47\|11.21\|148327;2026-04-30\|11.60\|2.38\|11.33\|11.88\|11.33\|175089;2026-05-06\|11.72\|1.03\|11.53\|11.78\|11.45\|151224;2026-05-07\|11.85\|1.11\|11.59\|11.97\|11.59\|118535;2026-05-08\|11.90\|0.42\|12.01\|12.37\|11.87\|170050;2026-05-11\|12.02\|1.01\|12.08\|12.08\|11.79\|111381;2026-05-12\|11.72\|-2.50\|11.91\|12.07\|11.69\|84310;2026-05-13\|11.83\|0.94\|11.66\|11.85\|11.66\|66019;2026-05-14\|11.65\|-1.52\|11.82\|11.88\|11.64\|63476;2026-05-15\|11.73\|0.69\|11.62\|11.92\|11.62\|61872;2026-05-18\|11.74\|0.09\|11.63\|11.83\|11.60\|54236;2026-05-19\|11.84\|0.85\|11.73\|11.86\|11.69\|54711;2026-05-20\|11.70\|-1.18\|11.83\|11.83\|11.60\|47959;2026-05-21\|11.41\|-2.48\|11.70\|11.82\|11.37\|61734;2026-05-22\|11.80\|3.42\|11.48\|11.85\|11.46\|66078;2026-05-25\|11.72\|-0.68\|11.80\|11.87\|11.56\|54434;2026-05-26\|11.39\|-2.82\|11.61\|11.68\|11.26\|71891;2026-05-27\|11.13\|-2.28\|11.36\|11.49\|11.05\|55684;2026-05-28\|11.24\|0.99\|11.07\|11.36\|11.01\|42910;2026-05-29\|10.95\|-2.58\|11.32\|11.34\|10.91\|51005;2026-06-01\|11.32\|3.38\|10.95\|11.36\|10.80\|56723;2026-06-02\|11.06\|-2.30\|11.31\|11.32\|11.02\|50398;2026-06-03\|10.94\|-1.08\|11.10\|11.12\|10.83\|38757;2026-06-04\|10.62\|-2.92\|10.90\|10.96\|10.57\|42049;2026-06-05\|10.83\|1.98\|10.61\|11.04\|10.42\|47027;2026-06-08\|10.57\|-2.40\|10.62\|10.89\|10.38\|44963;2026-06-09\|10.50\|-0.66\|10.66\|10.68\|10.41\|38575;2026-06-10\|10.30\|-1.90\|10.32\|10.51\|10.12\|47748;2026-06-11\|10.22\|-0.78\|10.24\|10.32\|10.00\|33736;2026-06-12\|10.27\|0.49\|10.31\|10.38\|10.13\|57909;2026-06-15\|10.27\|0.29\|10.18\|10.55\|10.18\|74422;2026-06-16\|10.59\|3.12\|10.18\|10.89\|9.97\|92303;2026-06-17\|10.55\|-0.38\|10.67\|10.92\|10.33\|78990;2026-06-18\|10.60\|0.47\|10.53\|11.02\|10.37\|74893;2026-06-22\|10.55\|-0.47\|10.59\|10.60\|10.16\|76992;2026-06-23\|10.56\|0.09\|10.53\|10.83\|10.44\|72711;2026-06-24\|10.24\|-3.03\|10.54\|10.60\|10.06\|64639;2026-06-25\|9.98\|-2.54\|10.31\|10.34\|9.96\|51596;2026-06-26\|9.80\|-1.80\|9.88\|10.03\|9.73\|43875;2026-06-29\|9.67\|-1.33\|9.60\|9.79\|9.46\|50354;2026-06-30\|9.76\|0.93\|9.57\|9.91\|9.51\|45314;2026-07-01\|10.16\|4.10\|9.76\|10.27\|9.75\|75675;2026-07-02\|10.47\|3.05\|10.05\|11.09\|10.05\|89562;2026-07-03\|10.75\|2.67\|10.62\|10.85\|10.45\|71394;2026-07-06\|10.62\|-1.21\|10.63\|10.83\|10.59\|53136;2026-07-07\|10.36\|-2.45\|10.60\|10.75\|10.30\|43458;2026-07-08\|10.09\|-2.61\|10.31\|10.34\|10.03\|38589;2026-07-09\|10.06\|-0.30\|10.11\|10.19\|9.80\|43070;2026-07-10\|10.10\|0.40\|10.16\|10.31\|9.85\|49940;2026-07-13\|9.64\|-4.55\|10.10\|10.18\|9.56\|62230;2026-07-14\|9.76\|1.24\|9.70\|9.77\|9.46\|46664;2026-07-15\|9.41\|-3.59\|9.61\|9.61\|9.28\|67367;2026-07-16\|9.49\|0.85\|9.43\|9.82\|9.30\|93080;2026-07-17\|9.12\|-3.90\|9.43\|9.61\|9.08\|85679;2026-07-20\|8.72\|-4.39\|9.25\|9.25\|8.61\|89722;2026-07-21\|8.62\|-1.15\|8.79\|8.79\|8.32\|69997;2026-07-22\|8.52\|-1.16\|8.45\|8.70\|8.43\|34868
84460	年报及一季报密集披露	涨停揭秘：一季度净利润同比增长240.8%，与厦门金龙联合开发L4级自动驾驶物流车，已进入测试及小批量试运行阶段，智能网联汽车政策持续加码；涨停缘由：自动驾驶商业化落地加速、整车厂深度绑定保障订单可见性、车载电子与结构件业务同步受益、广州本地政策支持力度大；资金逻辑：资金押注‘低空经济+地面无人化’双轨并进，叠加一季报高增长与事件催化，短线情绪与趋势共振；风险提示：自动驾驶物流车量产时间表尚未明确，法规与路权开放进度存在不确定性，客户集中度高带来经营风险	公司与厦门金龙联手打造自动驾驶物流车，一季度净利润同比增长240.8%	2026-03-12\|12.37\|-1.90\|12.56\|12.62\|12.32\|42221;2026-03-13\|12.18\|-1.54\|12.36\|12.37\|12.16\|42262;2026-03-16\|12.37\|1.56\|12.18\|12.38\|12.11\|33392;2026-03-17\|12.09\|-2.26\|12.41\|12.44\|12.08\|35274;2026-03-18\|12.24\|1.24\|12.07\|12.27\|12.04\|26614;2026-03-19\|11.99\|-2.04\|12.11\|12.23\|11.94\|30120;2026-03-20\|11.65\|-2.84\|11.95\|12.09\|11.64\|35777;2026-03-23\|10.92\|-6.27\|11.46\|11.46\|10.82\|68148;2026-03-24\|11.31\|3.57\|11.13\|11.33\|10.91\|42858;2026-03-25\|11.51\|1.77\|11.31\|11.54\|11.31\|29150;2026-03-26\|11.36\|-1.30\|11.51\|11.68\|11.31\|26608;2026-03-27\|11.46\|0.88\|11.21\|11.49\|11.21\|26978;2026-03-30\|11.58\|1.05\|11.30\|11.58\|11.25\|28824;2026-03-31\|11.55\|-0.26\|11.52\|11.77\|11.52\|28575;2026-04-01\|11.85\|2.60\|11.75\|11.86\|11.54\|31266;2026-04-02\|11.79\|-0.51\|11.87\|12.13\|11.68\|54094;2026-04-03\|11.83\|0.34\|11.71\|12.02\|11.67\|48259;2026-04-07\|11.50\|-2.79\|11.67\|11.69\|11.46\|44116;2026-04-08\|11.92\|3.65\|11.63\|11.92\|11.60\|43328;2026-04-09\|11.80\|-1.01\|11.92\|11.98\|11.79\|39267;2026-04-10\|11.89\|0.76\|11.82\|12.02\|11.77\|35417;2026-04-13\|11.85\|-0.34\|11.78\|11.93\|11.78\|32305;2026-04-14\|11.92\|0.59\|11.90\|11.99\|11.81\|31266;2026-04-15\|11.87\|-0.42\|11.98\|12.02\|11.86\|23046;2026-04-16\|12.05\|1.52\|11.94\|12.05\|11.82\|36012;2026-04-17\|12.00\|-0.41\|12.05\|12.05\|11.87\|24245;2026-04-20\|12.11\|0.92\|12.01\|12.12\|11.96\|29662;2026-04-21\|12.10\|-0.08\|12.08\|12.15\|12.01\|26545;2026-04-22\|12.06\|-0.33\|12.10\|12.10\|11.96\|32920;2026-04-23\|13.27\|10.03\|13.27\|13.27\|13.27\|87480;2026-04-24\|14.60\|10.02\|13.69\|14.60\|13.67\|510047;2026-04-27\|14.28\|-2.19\|14.16\|14.49\|13.46\|482970;2026-04-28\|13.97\|-2.17\|14.16\|14.28\|13.72\|327732;2026-04-29\|13.62\|-2.51\|13.84\|13.97\|13.55\|268605;2026-04-30\|13.35\|-1.98\|13.49\|13.80\|13.29\|226611;2026-05-06\|13.65\|2.25\|13.49\|13.69\|13.40\|250433;2026-05-07\|14.19\|3.96\|13.53\|14.35\|13.53\|330973;2026-05-08\|13.97\|-1.55\|13.91\|14.04\|13.73\|205869;2026-05-11\|14.04\|0.50\|13.90\|14.19\|13.64\|208528;2026-05-12\|13.75\|-2.07\|13.91\|14.04\|13.66\|158910;2026-05-13\|13.78\|0.22\|13.72\|13.89\|13.64\|143924;2026-05-14\|13.45\|-2.39\|13.77\|13.79\|13.43\|132716;2026-05-15\|14.80\|10.04\|13.60\|14.80\|13.53\|248934;2026-05-18\|14.36\|-2.97\|15.59\|15.59\|14.36\|455400;2026-05-19\|14.95\|4.11\|14.36\|15.68\|14.36\|416647;2026-05-20\|14.59\|-2.41\|14.84\|14.90\|14.40\|275020;2026-05-21\|14.28\|-2.12\|14.45\|14.90\|14.16\|263433;2026-05-22\|14.36\|0.56\|14.28\|14.80\|13.99\|239490;2026-05-25\|13.94\|-2.92\|14.24\|14.37\|13.75\|202701;2026-05-26\|13.78\|-1.15\|13.77\|14.28\|13.53\|176564;2026-05-27\|13.43\|-2.54\|13.66\|13.92\|13.29\|151464;2026-05-28\|13.36\|-0.52\|13.43\|13.55\|13.04\|149920;2026-05-29\|12.60\|-5.69\|13.50\|13.65\|12.49\|150835;2026-06-01\|12.95\|2.78\|12.46\|13.03\|12.46\|119899;2026-06-02\|12.61\|-2.17\|12.81\|13.09\|12.60\|89504;2026-06-03\|12.35\|-2.06\|12.52\|12.67\|12.25\|77727;2026-06-04\|12.21\|-1.13\|12.25\|12.45\|12.10\|62887;2026-06-05\|12.22\|0.08\|12.20\|12.48\|11.81\|77507;2026-06-08\|11.82\|-3.27\|11.84\|12.16\|11.58\|69488;2026-06-09\|11.84\|0.17\|11.80\|11.98\|11.64\|66520;2026-06-10\|11.43\|-3.46\|11.74\|11.82\|11.29\|70918;2026-06-11\|11.22\|-1.84\|11.20\|11.38\|11.09\|53018;2026-06-12\|11.30\|0.71\|11.44\|11.45\|11.21\|51535;2026-06-15\|11.73\|3.81\|11.40\|11.76\|11.38\|71614;2026-06-16\|11.94\|1.79\|11.78\|12.03\|11.66\|74580;2026-06-17\|12.08\|1.17\|11.98\|12.24\|11.81\|74581;2026-06-18\|11.83\|-2.07\|12.08\|12.08\|11.70\|66187;2026-06-22\|11.67\|-1.35\|11.84\|11.92\|11.29\|77048;2026-06-23\|11.82\|1.29\|11.66\|11.96\|11.58\|67855;2026-06-24\|11.48\|-2.88\|11.77\|11.83\|11.30\|62332;2026-06-25\|11.10\|-3.31\|11.47\|11.47\|11.06\|67019;2026-06-26\|10.66\|-3.96\|11.10\|11.10\|10.66\|69741;2026-06-29\|10.39\|-2.53\|10.66\|10.75\|10.21\|87953;2026-06-30\|10.44\|0.48\|10.53\|10.53\|10.26\|57972;2026-07-01\|10.54\|0.96\|10.36\|10.69\|10.31\|70211;2026-07-02\|10.60\|0.57\|10.65\|11.02\|10.58\|64876;2026-07-03\|10.90\|2.83\|10.57\|11.11\|10.57\|64859;2026-07-06\|10.67\|-2.11\|10.74\|11.05\|10.67\|61059;2026-07-07\|10.27\|-3.75\|10.75\|10.79\|10.27\|52834;2026-07-08\|10.17\|-0.97\|10.24\|10.30\|9.95\|59097;2026-07-09\|10.08\|-0.89\|10.22\|10.26\|9.96\|60572;2026-07-10\|10.15\|0.69\|10.08\|10.38\|9.96\|55440;2026-07-13\|9.73\|-4.14\|10.45\|10.46\|9.69\|70681;2026-07-14\|9.82\|0.93\|9.60\|9.85\|9.57\|57399;2026-07-15\|9.45\|-3.77\|9.50\|9.67\|9.30\|102033;2026-07-16\|9.60\|1.59\|9.37\|9.78\|9.37\|74839;2026-07-17\|9.21\|-4.06\|9.58\|9.68\|9.12\|78092;2026-07-20\|8.97\|-2.61\|9.15\|9.39\|8.87\|77741;2026-07-21\|8.93\|-0.45\|8.91\|9.01\|8.54\|94730;2026-07-22\|8.79\|-1.57\|9.06\|9.06\|8.65\|36876
84459	年报及一季报密集披露	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司一季度净利润同比增加15.71%	2026-03-12\|12.91\|-3.37\|13.36\|13.58\|12.83\|95959;2026-03-13\|12.76\|-1.16\|12.91\|13.02\|12.70\|70653;2026-03-16\|12.47\|-2.27\|12.77\|12.78\|12.38\|78820;2026-03-17\|12.36\|-0.88\|12.51\|12.87\|12.36\|80768;2026-03-18\|12.60\|1.94\|12.37\|12.62\|12.29\|55120;2026-03-19\|12.25\|-2.78\|12.44\|12.49\|12.21\|69247;2026-03-20\|11.85\|-3.27\|12.28\|12.40\|11.81\|86352;2026-03-23\|11.11\|-6.24\|11.70\|12.08\|11.02\|128878;2026-03-24\|11.86\|6.75\|11.51\|11.88\|11.36\|108467;2026-03-25\|12.18\|2.70\|11.95\|12.39\|11.87\|79792;2026-03-26\|12.76\|4.76\|12.18\|13.21\|12.14\|209989;2026-03-27\|12.69\|-0.55\|12.62\|12.76\|12.50\|103307;2026-03-30\|12.67\|-0.16\|12.55\|12.73\|12.40\|67947;2026-03-31\|12.02\|-5.13\|12.70\|12.73\|11.95\|124635;2026-04-01\|12.22\|1.66\|12.26\|12.40\|12.00\|73606;2026-04-02\|11.92\|-2.46\|12.22\|12.27\|11.78\|72081;2026-04-03\|11.56\|-3.02\|11.92\|11.95\|11.45\|58246;2026-04-07\|11.76\|1.73\|11.58\|11.85\|11.51\|50194;2026-04-08\|12.33\|4.85\|12.04\|12.69\|12.04\|85340;2026-04-09\|12.53\|1.62\|12.23\|12.62\|12.08\|99511;2026-04-10\|13.78\|9.98\|12.54\|13.78\|12.54\|392365;2026-04-13\|14.24\|3.34\|13.62\|14.36\|13.40\|481739;2026-04-14\|15.16\|6.46\|14.24\|15.31\|13.97\|352500;2026-04-15\|16.68\|10.03\|15.18\|16.68\|15.18\|278814;2026-04-16\|16.31\|-2.22\|16.73\|16.73\|15.66\|433342;2026-04-17\|16.97\|4.05\|16.26\|17.47\|15.90\|373433;2026-04-20\|16.93\|-0.24\|16.93\|17.26\|16.48\|293819;2026-04-21\|17.62\|4.08\|16.97\|17.68\|16.29\|295854;2026-04-22\|17.67\|0.28\|17.74\|18.59\|17.60\|292620;2026-04-23\|19.44\|10.02\|17.60\|19.44\|17.51\|317711;2026-04-24\|21.38\|9.98\|19.98\|21.38\|19.98\|161285;2026-04-27\|19.24\|-10.01\|21.86\|22.40\|19.24\|234910;2026-04-28\|18.62\|-3.22\|17.88\|19.40\|17.88\|678499;2026-04-29\|19.21\|3.17\|18.25\|19.90\|17.71\|449798;2026-04-30\|19.40\|0.99\|19.69\|19.98\|18.90\|337380;2026-05-06\|21.34\|10.00\|20.01\|21.34\|20.00\|205975;2026-05-07\|23.03\|7.92\|22.00\|23.47\|21.36\|409218;2026-05-08\|22.89\|-0.61\|23.04\|23.50\|22.51\|286153;2026-05-11\|23.23\|1.49\|23.36\|23.60\|22.51\|225504;2026-05-12\|25.55\|9.99\|23.78\|25.55\|23.59\|312074;2026-05-13\|27.37\|7.12\|26.21\|27.85\|25.60\|343832;2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|21.31\|-1.16\|21.20\|21.80\|20.70\|107284
84458	英特尔、德州仪器等业绩超预期，股价大涨	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|41679318;2026-07-22\|345.40\|0.25\|338.00\|349.00\|333.47\|20371464
84457	英特尔、德州仪器等业绩超预期，股价大涨	半导体设备+液冷散热+铝合金压铸 1、据2026年4月24日年报，公司是行业内极少数实现可钎焊压铸技术从散热模拟仿真到高散热液冷产品规模化量产全流程覆盖的领军企业，2025年已向客户在5G-A基站上批量提供高散热效能的液冷通信结构件产品；据2025年11月26日投资者关系活动记录表，公司与钜量公司签订合作协议，拟共同开拓服务器液冷关键零部件市场。 2、据2026年4月24日年报，公司2025年5月设立全资子公司重庆渝莱昇精密科技有限公司，为客户提供包括真空腔体、机械臂等半导体设备精密零部件，是国内半导体领域头部客户的供应商；据2025年12月5日公告，公司已通过国内多家头部半导体设备厂商的合格供应商认证，将半导体业务作为第二增长曲线重点培育。 3、据2026年4月24日年报，公司是通信基站和储能壳体铝合金精密压铸件领域极具竞争力的企业之一，在5G基站大型结构件领域拥有先发优势。	1、公司拟将部分募集资金投向“半导体装备精密结构件建设项目”，已掌握关键零部件制造技术并实现批量供货，锁定第二增长曲线； 2、公司具有为固态电池提供箱体类铝合金精密压铸件产品的能力和技术储备	2026-03-12\|39.01\|-3.18\|40.01\|40.46\|38.92\|78638;2026-03-13\|41.66\|6.79\|39.08\|42.38\|38.74\|129774;2026-03-16\|42.39\|1.75\|41.62\|42.42\|39.88\|102123;2026-03-17\|40.52\|-4.41\|42.20\|42.59\|40.26\|66032;2026-03-18\|43.12\|6.42\|40.87\|43.92\|40.87\|136666;2026-03-19\|41.23\|-4.38\|42.50\|42.78\|41.00\|95057;2026-03-20\|38.96\|-5.51\|42.01\|43.70\|38.63\|141664;2026-03-23\|37.32\|-4.21\|37.40\|38.78\|35.99\|122211;2026-03-24\|38.20\|2.36\|37.80\|38.66\|36.22\|69047;2026-03-25\|41.60\|8.90\|38.26\|41.99\|38.10\|153580;2026-03-26\|39.65\|-4.69\|40.76\|41.16\|39.07\|94312;2026-03-27\|39.16\|-1.24\|39.34\|41.33\|38.10\|78150;2026-03-30\|39.73\|1.46\|38.60\|40.55\|37.50\|99076;2026-03-31\|38.54\|-3.00\|39.56\|40.88\|38.52\|63525;2026-04-01\|39.01\|1.22\|39.38\|39.89\|38.56\|57740;2026-04-02\|37.37\|-4.20\|38.78\|39.01\|36.96\|53165;2026-04-03\|38.24\|2.33\|37.37\|39.39\|36.88\|65582;2026-04-07\|39.70\|3.82\|38.72\|39.88\|38.27\|72230;2026-04-08\|40.60\|2.27\|40.67\|41.97\|40.05\|109646;2026-04-09\|42.53\|4.75\|39.76\|43.55\|39.76\|142350;2026-04-10\|40.31\|-5.22\|42.23\|42.33\|39.78\|156595;2026-04-13\|40.27\|-0.10\|39.90\|41.05\|39.61\|70002;2026-04-14\|41.22\|2.36\|40.33\|41.80\|39.90\|98087;2026-04-15\|41.53\|0.75\|41.31\|43.43\|41.08\|104690;2026-04-16\|42.00\|1.13\|42.51\|43.32\|41.30\|72808;2026-04-17\|45.40\|8.10\|41.55\|45.87\|41.31\|177120;2026-04-20\|44.04\|-3.00\|45.39\|45.71\|43.82\|110701;2026-04-21\|43.37\|-1.52\|44.20\|44.60\|43.01\|60551;2026-04-22\|42.94\|-0.99\|43.18\|43.55\|42.25\|74793;2026-04-23\|41.77\|-2.72\|43.05\|43.15\|41.20\|72931;2026-04-24\|46.33\|10.92\|42.21\|47.09\|41.92\|215948;2026-04-27\|46.61\|0.60\|47.02\|47.67\|45.46\|142627;2026-04-28\|46.33\|-0.60\|46.32\|47.50\|44.90\|107142;2026-04-29\|46.91\|1.25\|45.80\|47.97\|45.40\|112201;2026-04-30\|46.95\|0.09\|47.32\|47.90\|45.78\|90748;2026-05-06\|49.25\|4.90\|47.20\|50.49\|46.95\|166898;2026-05-07\|54.01\|9.66\|49.01\|54.45\|48.81\|148347;2026-05-08\|52.28\|-3.20\|53.61\|53.87\|52.16\|102617;2026-05-11\|57.18\|9.37\|54.45\|57.57\|53.06\|141435;2026-05-12\|58.00\|1.43\|56.50\|58.65\|55.01\|111492;2026-05-13\|57.64\|-0.62\|56.90\|60.60\|55.90\|138693;2026-05-14\|59.60\|3.40\|58.47\|61.03\|58.02\|126385;2026-05-15\|58.99\|-1.02\|59.01\|61.99\|56.50\|123635;2026-05-18\|57.77\|-2.07\|58.12\|60.00\|56.83\|74818;2026-05-19\|60.73\|5.12\|59.67\|62.80\|58.40\|108437;2026-05-20\|65.32\|7.56\|60.48\|65.80\|59.40\|107799;2026-05-21\|61.00\|-6.61\|67.68\|70.44\|60.62\|183650;2026-05-22\|59.93\|-1.75\|61.01\|62.70\|58.90\|143380;2026-05-25\|64.22\|7.16\|60.01\|66.66\|58.34\|148441;2026-05-26\|57.89\|-9.86\|68.00\|68.26\|56.45\|182375;2026-05-27\|55.58\|-3.99\|58.68\|61.00\|54.49\|140340;2026-05-28\|60.33\|8.55\|55.37\|61.50\|54.82\|145522;2026-05-29\|58.28\|-3.40\|60.33\|62.10\|57.59\|98646;2026-06-01\|58.28\|0.00\|58.02\|61.00\|57.44\|72333;2026-06-02\|58.24\|-0.07\|58.50\|60.59\|57.60\|82424;2026-06-03\|56.40\|-3.16\|58.25\|59.20\|55.78\|83941;2026-06-04\|60.02\|6.42\|56.00\|62.38\|55.07\|102001;2026-06-05\|59.53\|-0.82\|59.01\|62.33\|58.15\|72550;2026-06-08\|58.03\|-2.52\|56.67\|60.21\|55.10\|66543;2026-06-09\|61.34\|5.70\|58.57\|61.45\|57.40\|99402;2026-06-10\|60.77\|-0.93\|60.85\|61.50\|58.10\|74769;2026-06-11\|60.23\|-0.89\|60.39\|62.66\|59.13\|79255;2026-06-12\|58.71\|-2.52\|61.00\|62.56\|57.52\|78981;2026-06-15\|63.13\|7.53\|59.09\|64.31\|58.73\|103840;2026-06-16\|65.75\|4.15\|63.10\|67.66\|62.23\|80374;2026-06-17\|68.85\|4.71\|64.01\|69.02\|63.50\|95755;2026-06-18\|65.88\|-4.31\|68.00\|68.49\|63.11\|114171;2026-06-22\|59.90\|-9.08\|66.00\|66.52\|57.40\|163661;2026-06-23\|58.17\|-2.89\|58.70\|60.33\|57.30\|75703;2026-06-24\|59.40\|2.11\|58.20\|60.18\|55.83\|66661;2026-06-25\|58.07\|-2.24\|59.41\|59.93\|56.50\|83159;2026-06-26\|57.90\|-0.29\|57.22\|59.09\|54.52\|87442;2026-06-29\|69.48\|20.00\|59.02\|69.48\|59.02\|210968;2026-06-30\|75.29\|8.36\|74.00\|79.18\|72.38\|223330;2026-07-01\|76.95\|2.20\|77.00\|78.00\|72.70\|136532;2026-07-02\|79.28\|3.03\|77.97\|85.39\|74.40\|184625;2026-07-03\|81.19\|2.41\|79.28\|87.00\|78.50\|161926;2026-07-06\|86.66\|6.74\|83.44\|89.66\|82.66\|142524;2026-07-07\|89.17\|2.90\|87.08\|92.68\|84.00\|159082;2026-07-08\|82.01\|-8.03\|89.00\|89.18\|80.75\|162418;2026-07-09\|92.84\|13.21\|89.88\|98.00\|87.66\|278617;2026-07-10\|94.04\|1.29\|88.66\|101.50\|88.66\|220121;2026-07-13\|75.23\|-20.00\|91.66\|93.00\|75.23\|174350;2026-07-14\|78.04\|3.74\|76.20\|78.58\|72.00\|153679;2026-07-15\|74.51\|-4.52\|80.38\|81.70\|73.99\|100255;2026-07-16\|70.84\|-4.93\|72.38\|74.00\|69.60\|81663;2026-07-17\|61.16\|-13.66\|70.80\|70.83\|61.00\|108102;2026-07-20\|55.23\|-9.70\|64.86\|65.43\|53.30\|148216;2026-07-21\|61.85\|11.99\|56.33\|61.92\|49.14\|146495;2026-07-22\|62.60\|1.21\|60.40\|62.60\|59.28\|75886
84456	英特尔、德州仪器等业绩超预期，股价大涨	并购华力微+存储芯片+上海国资行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年1月1日公告，公司拟发行股份收购华力微97.4988%股权并配套募资，交易完成后将新增约4万片/月12英寸产能，55/40nm特色工艺互补，强化规模优势。 2、据2026年5月15日一季报，公司26Q1营收46.25亿元、同比增18.22%，归母净利1.40亿元、同比增513.10%，并指引26Q2营收6.9-7亿美元、毛利率14%-16%，业绩超预期。 3、据2026年5月15日年报，公司是全球第五、中国大陆第二的纯晶圆代工龙头，2025年8寸及12寸平均产能利用率超100%，无锡FAB9单月投片已突破4万片，12英寸营收占比约60%，主营嵌入式/独立式非易失性存储器、功率器件等特色工艺平台。	媒体报道称据公司在半导体技术上取得新突破	2026-03-12\|126.60\|2.30\|122.99\|130.66\|122.50\|203030;2026-03-13\|119.12\|-5.91\|124.77\|125.00\|118.23\|180310;2026-03-16\|133.65\|12.20\|118.80\|139.33\|116.50\|379953;2026-03-17\|126.78\|-5.14\|129.99\|132.39\|125.25\|292166;2026-03-18\|127.60\|0.65\|129.00\|129.78\|123.00\|221678;2026-03-19\|120.90\|-5.25\|123.00\|123.90\|119.53\|206234;2026-03-20\|116.00\|-4.05\|122.83\|123.32\|115.91\|172399;2026-03-23\|109.68\|-5.45\|113.00\|114.80\|108.50\|174169;2026-03-24\|114.25\|4.17\|112.01\|114.49\|107.14\|166980;2026-03-25\|116.84\|2.27\|114.53\|118.50\|114.53\|158258;2026-03-26\|111.58\|-4.50\|116.40\|116.84\|110.86\|134219;2026-03-27\|112.59\|0.91\|109.03\|114.75\|107.91\|124082;2026-03-30\|110.80\|-1.59\|110.38\|111.77\|107.86\|113525;2026-03-31\|105.90\|-4.42\|110.80\|110.80\|105.55\|129831;2026-04-01\|113.95\|7.60\|110.00\|114.55\|108.50\|182023;2026-04-02\|108.99\|-4.35\|112.01\|113.00\|108.02\|104377;2026-04-03\|107.41\|-1.45\|110.06\|110.87\|107.20\|78214;2026-04-07\|111.51\|3.82\|108.00\|113.37\|107.98\|136334;2026-04-08\|120.28\|7.86\|117.00\|120.97\|116.51\|194827;2026-04-09\|119.62\|-0.55\|118.00\|122.55\|116.39\|135090;2026-04-10\|121.61\|1.66\|122.10\|123.44\|120.84\|147403;2026-04-13\|119.02\|-2.13\|120.36\|124.00\|118.90\|141730;2026-04-14\|122.57\|2.98\|121.89\|124.85\|121.05\|153373;2026-04-15\|123.34\|0.63\|123.00\|129.50\|122.81\|207490;2026-04-16\|125.13\|1.45\|123.56\|127.53\|122.30\|142880;2026-04-17\|124.61\|-0.42\|123.55\|127.99\|122.55\|125434;2026-04-20\|130.75\|4.93\|126.44\|130.80\|125.00\|194211;2026-04-21\|128.56\|-1.68\|129.49\|129.59\|125.60\|143888;2026-04-22\|129.34\|0.61\|127.08\|130.00\|126.59\|148907;2026-04-23\|123.59\|-4.45\|131.00\|131.20\|122.23\|181946;2026-04-24\|138.80\|12.31\|123.18\|141.80\|120.36\|447032;2026-04-27\|143.10\|3.10\|138.00\|144.54\|137.07\|312971;2026-04-28\|138.08\|-3.51\|141.42\|143.68\|137.18\|206908;2026-04-29\|132.16\|-4.29\|135.01\|136.81\|126.04\|294620;2026-04-30\|141.00\|6.69\|133.00\|142.00\|130.00\|367902;2026-05-06\|152.00\|7.80\|145.01\|158.65\|145.00\|381166;2026-05-07\|165.92\|9.16\|154.70\|169.98\|149.88\|348686;2026-05-08\|158.96\|-4.19\|160.46\|162.00\|153.87\|314120;2026-05-11\|164.41\|3.43\|165.00\|169.18\|162.20\|275012;2026-05-12\|160.66\|-2.28\|163.76\|165.59\|158.00\|237340;2026-05-13\|160.62\|-0.02\|158.10\|161.31\|153.80\|222080;2026-05-14\|157.86\|-1.72\|163.27\|164.00\|154.50\|200540;2026-05-15\|150.09\|-4.92\|162.00\|168.66\|147.71\|431421;2026-05-18\|147.80\|-1.53\|148.91\|154.17\|146.18\|248058;2026-05-19\|149.74\|1.31\|146.50\|150.50\|140.00\|265914;2026-05-20\|177.80\|18.74\|148.20\|178.80\|147.50\|544144;2026-05-21\|169.00\|-4.95\|177.72\|185.00\|166.96\|431729;2026-05-22\|179.00\|5.92\|169.00\|182.54\|163.66\|398938;2026-05-25\|214.80\|20.00\|183.00\|214.80\|179.00\|501922;2026-05-26\|222.42\|3.55\|214.80\|228.88\|209.99\|525254;2026-05-27\|215.61\|-3.06\|217.98\|230.50\|214.57\|406616;2026-05-28\|249.65\|15.79\|217.70\|258.00\|217.70\|436241;2026-05-29\|236.68\|-5.20\|250.36\|252.83\|232.30\|392213;2026-06-01\|222.90\|-5.82\|241.41\|245.88\|217.97\|414451;2026-06-02\|226.50\|1.62\|225.00\|234.37\|220.00\|290079;2026-06-03\|233.24\|2.98\|226.30\|246.33\|221.58\|310971;2026-06-04\|244.00\|4.61\|227.36\|253.30\|225.10\|286959;2026-06-05\|227.00\|-6.97\|234.01\|247.50\|224.00\|312402;2026-06-08\|213.80\|-5.82\|207.66\|222.50\|207.66\|237449;2026-06-09\|227.40\|6.36\|220.11\|231.38\|210.74\|267099;2026-06-10\|221.81\|-2.46\|226.03\|238.50\|220.00\|240877;2026-06-11\|221.35\|-0.21\|223.13\|228.50\|213.00\|213937;2026-06-12\|218.37\|-1.35\|235.35\|238.88\|218.18\|350611;2026-06-15\|238.28\|9.12\|220.00\|243.31\|215.50\|277267;2026-06-16\|238.50\|0.09\|238.28\|244.22\|232.60\|220470;2026-06-17\|260.70\|9.31\|232.00\|261.20\|229.70\|281703;2026-06-18\|277.81\|6.56\|258.00\|293.10\|255.00\|264871;2026-06-22\|280.00\|0.79\|280.02\|285.97\|264.53\|256794;2026-06-23\|292.08\|4.31\|278.00\|302.00\|272.40\|252819;2026-06-24\|316.01\|8.19\|285.50\|326.76\|284.00\|284595;2026-06-25\|330.36\|4.54\|315.00\|336.00\|308.20\|248068;2026-06-26\|323.00\|-2.23\|320.00\|337.96\|310.80\|222702;2026-06-29\|339.14\|5.00\|321.98\|346.30\|320.00\|230884;2026-06-30\|336.30\|-0.84\|335.00\|347.80\|329.19\|194819;2026-07-01\|315.61\|-6.15\|340.00\|345.08\|312.60\|258701;2026-07-02\|284.50\|-9.86\|300.00\|309.00\|281.71\|275899;2026-07-03\|285.00\|0.18\|288.00\|300.54\|280.01\|212776;2026-07-06\|309.68\|8.66\|293.66\|319.95\|280.00\|264724;2026-07-07\|324.00\|4.62\|308.04\|335.00\|300.10\|223255;2026-07-08\|358.40\|10.62\|327.68\|377.00\|317.00\|288283;2026-07-09\|400.50\|11.75\|365.00\|401.00\|348.30\|305752;2026-07-10\|369.87\|-7.65\|393.03\|407.98\|368.00\|306079;2026-07-13\|350.00\|-5.37\|360.00\|385.93\|344.80\|262557;2026-07-14\|352.59\|0.74\|355.03\|365.22\|324.00\|276522;2026-07-15\|331.42\|-6.00\|352.59\|359.53\|328.38\|230352;2026-07-16\|327.85\|-1.08\|322.40\|351.84\|306.55\|242312;2026-07-17\|309.00\|-5.75\|321.90\|346.66\|307.89\|349423;2026-07-20\|331.48\|7.28\|321.00\|334.99\|303.78\|330980;2026-07-21\|397.78\|20.00\|338.50\|397.78\|335.00\|35406568;2026-07-22\|401.34\|0.89\|388.51\|413.13\|378.00\|25507115
84455	英特尔、德州仪器等业绩超预期，股价大涨	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-03-12\|53.60\|-2.23\|54.01\|56.48\|52.71\|107503;2026-03-13\|50.89\|-5.06\|53.00\|53.00\|49.26\|179148;2026-03-16\|50.96\|0.14\|50.39\|51.64\|49.00\|98164;2026-03-17\|47.66\|-6.48\|51.08\|51.59\|47.36\|113226;2026-03-18\|48.73\|2.25\|48.00\|49.19\|47.36\|66956;2026-03-19\|46.21\|-5.17\|48.00\|48.50\|45.88\|89545;2026-03-20\|45.01\|-2.60\|47.00\|47.24\|44.77\|83513;2026-03-23\|43.65\|-3.02\|44.30\|45.87\|43.00\|107729;2026-03-24\|44.35\|1.60\|44.32\|44.95\|42.51\|90874;2026-03-25\|49.85\|12.40\|45.67\|51.14\|45.67\|195501;2026-03-26\|48.33\|-3.05\|49.47\|50.40\|47.92\|99605;2026-03-27\|52.46\|8.55\|47.90\|54.40\|46.80\|207227;2026-03-30\|52.90\|0.84\|52.36\|53.46\|50.48\|136245;2026-03-31\|51.30\|-3.02\|52.90\|53.75\|51.15\|111869;2026-04-01\|53.32\|3.94\|53.50\|54.38\|51.32\|129474;2026-04-02\|51.68\|-3.08\|53.03\|53.50\|50.61\|91337;2026-04-03\|51.97\|0.56\|52.04\|52.50\|50.58\|87240;2026-04-07\|55.30\|6.41\|52.06\|56.51\|52.06\|147745;2026-04-08\|61.34\|10.92\|57.01\|61.76\|56.82\|186061;2026-04-09\|63.22\|3.06\|61.70\|64.88\|60.56\|165519;2026-04-10\|64.39\|1.85\|64.90\|67.77\|63.96\|165712;2026-04-13\|63.08\|-2.03\|64.67\|67.80\|62.88\|197375;2026-04-14\|63.63\|0.87\|63.59\|65.58\|62.70\|132704;2026-04-15\|67.55\|6.16\|64.00\|70.38\|64.00\|184014;2026-04-16\|67.73\|0.27\|67.64\|68.49\|65.64\|104949;2026-04-17\|66.70\|-1.52\|67.44\|68.30\|65.70\|114817;2026-04-20\|66.32\|-0.57\|68.40\|68.40\|65.11\|112608;2026-04-21\|65.33\|-1.49\|65.90\|66.38\|64.41\|88654;2026-04-22\|69.54\|6.44\|65.30\|71.17\|64.48\|157058;2026-04-23\|71.63\|3.01\|70.24\|73.50\|68.51\|180856;2026-04-24\|83.10\|16.01\|75.00\|84.70\|70.48\|369641;2026-04-27\|84.38\|1.54\|82.41\|85.99\|79.80\|267990;2026-04-28\|80.60\|-4.48\|83.57\|85.60\|79.68\|192629;2026-04-29\|79.53\|-1.33\|80.58\|80.59\|77.10\|161947;2026-04-30\|92.88\|16.79\|79.53\|94.98\|78.80\|307769;2026-05-06\|95.99\|3.35\|94.93\|98.91\|92.02\|313397;2026-05-07\|96.45\|0.48\|95.98\|101.01\|94.56\|219372;2026-05-08\|93.77\|-2.78\|95.00\|96.00\|93.00\|140811;2026-05-11\|104.59\|11.54\|96.80\|108.97\|96.80\|263458;2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|20053692;2026-07-22\|153.99\|12.11\|138.00\|155.00\|138.00\|19758123
84454	英特尔、德州仪器等业绩超预期，股价大涨	涨停揭秘：公司电子级PM/PMA为光刻胶关键溶剂，受光刻胶原材料采购环节中断传闻催化，叠加英特尔等海外大厂业绩超预期带动半导体材料板块走强；涨停缘由：国内少数可量产电子级光刻胶溶剂企业；产品已通过多家头部光刻胶厂商认证；半导体材料自主可控紧迫性提升；资金逻辑：短线资金快速抢筹，4月23-24日换手率显著放大；小市值+高弹性特征吸引题材资金博弈；风险提示：光刻胶溶剂业务占比较小，业绩贡献有限；认证周期长，放量节奏不确定；化工品价格波动影响毛利稳定性	公司可用于光刻胶领域的产品主要有电子级丙二醇甲醚（PM）和电子级丙二醇甲醚乙酸酯（PMA）等	2026-03-12\|16.09\|-3.83\|17.30\|17.88\|16.04\|204645;2026-03-13\|16.04\|-0.31\|16.50\|17.12\|16.01\|198140;2026-03-16\|15.77\|-1.68\|15.90\|16.50\|15.46\|146627;2026-03-17\|15.18\|-3.74\|15.72\|16.38\|15.15\|119929;2026-03-18\|15.07\|-0.72\|15.28\|15.45\|14.81\|82182;2026-03-19\|14.55\|-3.45\|14.91\|15.10\|14.44\|73929;2026-03-20\|13.77\|-5.36\|14.61\|14.65\|13.75\|81707;2026-03-23\|13.05\|-5.23\|13.50\|13.72\|12.91\|77544;2026-03-24\|13.55\|3.83\|13.30\|13.59\|12.84\|65179;2026-03-25\|13.62\|0.52\|13.69\|13.83\|13.49\|49792;2026-03-26\|13.43\|-1.40\|13.59\|13.82\|13.26\|54798;2026-03-27\|13.98\|4.10\|13.30\|14.11\|13.13\|71580;2026-03-30\|14.23\|1.79\|13.97\|14.28\|13.83\|66088;2026-03-31\|13.70\|-3.72\|14.08\|14.34\|13.63\|68479;2026-04-01\|14.06\|2.63\|13.93\|14.21\|13.82\|48645;2026-04-02\|13.69\|-2.63\|14.00\|14.07\|13.51\|49332;2026-04-03\|13.21\|-3.51\|13.72\|13.78\|13.00\|39723;2026-04-07\|14.06\|6.43\|13.21\|14.13\|13.09\|70384;2026-04-08\|14.40\|2.42\|14.26\|14.40\|13.98\|65854;2026-04-09\|14.25\|-1.04\|14.39\|14.57\|14.09\|41472;2026-04-10\|14.25\|0.00\|14.29\|14.51\|14.18\|39196;2026-04-13\|14.26\|0.07\|14.13\|14.27\|14.00\|34219;2026-04-14\|14.27\|0.07\|14.38\|14.40\|14.04\|34985;2026-04-15\|13.97\|-2.10\|14.31\|14.31\|13.93\|37369;2026-04-16\|14.27\|2.15\|13.98\|14.36\|13.92\|36066;2026-04-17\|14.18\|-0.63\|14.24\|14.31\|14.01\|31037;2026-04-20\|14.25\|0.49\|14.18\|14.27\|14.05\|26134;2026-04-21\|14.39\|0.98\|14.23\|14.43\|14.06\|34057;2026-04-22\|14.74\|2.43\|14.35\|14.74\|14.10\|67209;2026-04-23\|17.69\|20.01\|17.69\|17.69\|17.10\|226047;2026-04-24\|21.00\|18.71\|18.04\|21.23\|17.15\|582793;2026-04-27\|22.43\|6.81\|19.61\|23.50\|19.61\|454860;2026-04-28\|22.06\|-1.65\|22.29\|23.40\|21.00\|344325;2026-04-29\|21.99\|-0.32\|22.00\|23.00\|21.40\|287525;2026-04-30\|20.00\|-9.05\|22.17\|22.40\|19.68\|366341;2026-05-06\|20.60\|3.00\|20.79\|21.64\|20.40\|231416;2026-05-07\|20.50\|-0.49\|20.40\|20.75\|20.01\|208741;2026-05-08\|19.84\|-3.22\|20.21\|20.25\|19.62\|163960;2026-05-11\|21.71\|9.43\|19.76\|22.04\|19.50\|289848;2026-05-12\|21.35\|-1.66\|21.28\|21.82\|20.63\|205555;2026-05-13\|21.30\|-0.23\|21.20\|21.80\|20.68\|175271;2026-05-14\|24.47\|14.88\|21.46\|25.10\|21.43\|422405;2026-05-15\|29.36\|19.98\|26.82\|29.36\|26.82\|301445;2026-05-18\|30.99\|5.55\|32.00\|34.44\|30.00\|541347;2026-05-19\|34.39\|10.97\|34.11\|35.00\|32.56\|438069;2026-05-20\|32.80\|-4.62\|33.31\|34.50\|31.89\|377980;2026-05-21\|31.44\|-4.15\|33.05\|35.45\|31.44\|322096;2026-05-22\|32.35\|2.89\|33.30\|34.88\|31.20\|357294;2026-05-25\|30.62\|-5.35\|31.96\|32.32\|30.18\|280910;2026-05-26\|28.54\|-6.79\|30.13\|30.38\|27.85\|239085;2026-05-27\|29.80\|4.41\|28.01\|31.25\|27.94\|229957;2026-05-28\|35.76\|20.00\|29.87\|35.76\|29.51\|199608;2026-05-29\|35.00\|-2.13\|37.05\|37.39\|34.00\|328021;2026-06-01\|33.40\|-4.57\|35.35\|35.61\|33.19\|236430;2026-06-02\|31.96\|-4.31\|32.97\|34.20\|31.68\|201054;2026-06-03\|32.72\|2.38\|31.30\|32.88\|30.48\|253410;2026-06-04\|31.58\|-3.48\|31.01\|33.60\|30.31\|243616;2026-06-05\|30.54\|-3.29\|31.00\|31.15\|28.80\|205117;2026-06-08\|28.78\|-5.76\|28.55\|30.25\|28.01\|147366;2026-06-09\|29.86\|3.75\|29.23\|30.88\|28.60\|163416;2026-06-10\|35.83\|19.99\|29.06\|35.83\|28.69\|299806;2026-06-11\|32.56\|-9.13\|36.47\|37.02\|31.50\|423322;2026-06-12\|29.60\|-9.09\|33.80\|34.80\|29.50\|394320;2026-06-15\|29.29\|-1.05\|28.55\|30.19\|28.38\|324776;2026-06-16\|30.37\|3.69\|28.69\|31.28\|27.50\|318461;2026-06-17\|30.12\|-0.82\|29.30\|30.96\|29.27\|225361;2026-06-18\|28.05\|-6.87\|29.32\|29.49\|27.88\|237647;2026-06-22\|28.46\|1.46\|28.09\|29.21\|27.05\|232913;2026-06-23\|34.15\|19.99\|29.28\|34.15\|28.74\|386857;2026-06-24\|34.98\|2.43\|33.08\|39.86\|33.08\|539317;2026-06-25\|35.15\|0.49\|38.00\|38.85\|34.21\|443062;2026-06-26\|36.96\|5.15\|35.01\|39.67\|34.28\|438524;2026-06-29\|41.29\|11.72\|37.71\|42.00\|36.00\|471873;2026-06-30\|37.65\|-8.82\|39.00\|39.10\|35.01\|379189;2026-07-01\|35.62\|-5.39\|36.36\|37.63\|34.55\|296710;2026-07-02\|35.70\|0.22\|34.39\|36.27\|32.69\|223363;2026-07-03\|32.16\|-9.92\|34.90\|35.00\|31.72\|238561;2026-07-06\|31.05\|-3.45\|32.01\|32.70\|30.75\|161155;2026-07-07\|29.90\|-3.70\|30.96\|31.39\|29.59\|144905;2026-07-08\|30.30\|1.34\|29.76\|30.73\|28.20\|194436;2026-07-09\|31.33\|3.40\|30.50\|32.00\|28.69\|214153;2026-07-10\|28.22\|-9.93\|32.33\|32.68\|28.10\|232027;2026-07-13\|27.90\|-1.13\|26.80\|29.78\|26.50\|176464;2026-07-14\|28.48\|2.08\|27.88\|28.48\|26.62\|150489;2026-07-15\|26.08\|-8.43\|28.07\|28.48\|26.08\|172437;2026-07-16\|23.91\|-8.32\|24.98\|25.95\|23.78\|175905;2026-07-17\|22.36\|-6.48\|24.00\|24.16\|21.96\|130153;2026-07-20\|20.69\|-7.47\|22.97\|23.30\|20.21\|159326;2026-07-21\|21.51\|3.96\|20.65\|21.59\|18.00\|209327;2026-07-22\|21.17\|-1.58\|20.88\|21.45\|20.64\|94288
84453	英特尔、德州仪器等业绩超预期，股价大涨	CPU增资+定增算力+家电复合材料行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月29日公告，公司拟以简易程序向特定对象发行股票，募投项目为国产智能算力中心，建成后将形成智能计算输出能力并提供算力租赁等服务，预计新增年收入8592万元。 2、据2026年4月11日及4月28日公告，公司以2.33亿元向参股公司熠知电子追加投资，其主营ARM服务器CPU芯片设计，在售芯片已获知名客户认可。 3、据2025年6月12日及2025年8月2日公告，熠知电子拟推出第三代9000系列CPU+NPU融合算力芯片，面向通用云计算及大模型一体机等智算领域。 4、据2026年3月27日年报，公司主营家电外观复合材料PCM/VCM，拥有四条生产线，处于行业领先地位，产品供应三星、LG、美的等全球头部品牌。	公司参股的熠知电子主营CPU及服务器产品	2026-03-12\|65.73\|-1.95\|67.00\|67.40\|64.56\|61870;2026-03-13\|63.30\|-3.70\|65.00\|65.98\|63.27\|42142;2026-03-16\|64.32\|1.61\|63.10\|65.88\|63.02\|51773;2026-03-17\|62.63\|-2.63\|65.32\|66.23\|62.28\|52755;2026-03-18\|63.30\|1.07\|63.12\|63.50\|61.50\|34510;2026-03-19\|60.90\|-3.79\|62.44\|62.87\|60.50\|39292;2026-03-20\|60.93\|0.05\|61.18\|62.86\|60.88\|43832;2026-03-23\|54.84\|-10.00\|59.51\|59.78\|54.84\|87595;2026-03-24\|57.61\|5.05\|56.35\|57.63\|55.10\|52176;2026-03-25\|61.00\|5.88\|58.79\|61.77\|58.61\|57103;2026-03-26\|60.85\|-0.25\|61.70\|63.38\|60.00\|45189;2026-03-27\|60.43\|-0.69\|59.26\|61.50\|57.80\|34364;2026-03-30\|60.65\|0.36\|59.52\|61.80\|59.04\|36522;2026-03-31\|60.53\|-0.20\|60.65\|61.86\|60.00\|29897;2026-04-01\|62.87\|3.87\|61.02\|62.88\|61.02\|50076;2026-04-02\|62.67\|-0.32\|62.86\|63.47\|62.06\|32847;2026-04-03\|60.51\|-3.45\|63.23\|63.23\|60.50\|32619;2026-04-07\|59.95\|-0.93\|61.61\|61.61\|59.60\|24630;2026-04-08\|63.99\|6.74\|61.71\|64.75\|61.71\|68387;2026-04-09\|66.75\|4.31\|63.50\|67.48\|62.79\|80562;2026-04-10\|67.78\|1.54\|67.02\|69.49\|66.83\|65899;2026-04-13\|71.59\|5.62\|66.16\|73.99\|65.80\|118758;2026-04-14\|69.83\|-2.46\|71.00\|72.96\|69.51\|86569;2026-04-15\|72.13\|3.29\|69.83\|73.99\|69.20\|96330;2026-04-16\|70.53\|-2.22\|71.01\|72.64\|69.83\|91137;2026-04-17\|74.50\|5.63\|71.60\|75.00\|70.31\|125378;2026-04-20\|74.35\|-0.20\|74.27\|74.99\|71.55\|100057;2026-04-21\|71.17\|-4.28\|73.40\|73.89\|70.70\|62085;2026-04-22\|71.32\|0.21\|71.10\|72.86\|70.80\|48226;2026-04-23\|73.95\|3.69\|72.31\|77.41\|72.22\|114411;2026-04-24\|81.35\|10.01\|81.35\|81.35\|79.00\|228148;2026-04-27\|88.07\|8.26\|86.19\|89.20\|82.00\|343148;2026-04-28\|79.26\|-10.00\|84.00\|87.00\|79.26\|201891;2026-04-29\|76.95\|-2.91\|79.90\|80.19\|74.40\|162695;2026-04-30\|81.28\|5.63\|78.88\|82.48\|76.60\|169605;2026-05-06\|89.41\|10.00\|89.41\|89.41\|88.36\|67449;2026-05-07\|93.46\|4.53\|92.00\|94.50\|89.00\|243885;2026-05-08\|90.40\|-3.27\|91.99\|92.30\|89.02\|127178;2026-05-11\|96.08\|6.28\|95.15\|96.96\|92.46\|146345;2026-05-12\|90.01\|-6.32\|95.34\|96.60\|89.70\|136798;2026-05-13\|99.01\|10.00\|88.00\|99.01\|87.60\|120163;2026-05-14\|103.61\|4.65\|108.91\|108.91\|102.50\|290644;2026-05-15\|93.25\|-10.00\|104.00\|104.00\|93.25\|228181;2026-05-18\|89.70\|-3.81\|93.24\|95.85\|88.80\|185826;2026-05-19\|89.47\|-0.26\|88.82\|90.07\|84.00\|145026;2026-05-20\|94.50\|5.62\|89.00\|95.88\|88.02\|133349;2026-05-21\|97.55\|3.23\|99.96\|103.95\|97.00\|268760;2026-05-22\|102.57\|5.15\|101.49\|106.77\|101.00\|214499;2026-05-25\|102.58\|0.01\|102.00\|103.20\|98.00\|136523;2026-05-26\|99.80\|-2.71\|104.22\|105.00\|98.21\|105245;2026-05-27\|94.82\|-4.99\|100.17\|102.80\|94.00\|116964;2026-05-28\|96.11\|1.36\|95.87\|97.20\|91.00\|85024;2026-05-29\|90.67\|-5.66\|100.90\|101.80\|89.50\|143093;2026-06-01\|87.35\|-3.66\|92.00\|92.94\|86.74\|92058;2026-06-02\|89.84\|2.85\|88.28\|90.60\|86.66\|106065;2026-06-03\|89.27\|-0.63\|88.97\|92.00\|88.15\|76012;2026-06-04\|89.47\|0.22\|89.00\|90.75\|87.45\|67123;2026-06-05\|83.37\|-6.82\|87.96\|88.33\|82.48\|118971;2026-06-08\|78.55\|-5.78\|78.84\|81.59\|76.00\|94152;2026-06-09\|82.42\|4.93\|80.50\|82.50\|79.30\|58811;2026-06-10\|81.12\|-1.58\|81.00\|86.16\|80.00\|79104;2026-06-11\|78.30\|-3.48\|81.30\|81.70\|77.61\|61516;2026-06-12\|78.44\|0.18\|81.00\|82.98\|76.80\|80031;2026-06-15\|82.58\|5.28\|78.93\|82.65\|78.92\|75997;2026-06-16\|82.47\|-0.13\|82.58\|83.52\|81.08\|64537;2026-06-17\|83.38\|1.36\|82.58\|84.75\|81.61\|70959;2026-06-18\|89.19\|6.97\|82.73\|89.89\|82.30\|117803;2026-06-22\|87.13\|-2.31\|89.61\|91.70\|85.00\|121361;2026-06-23\|86.30\|-0.95\|87.13\|92.79\|83.70\|128793;2026-06-24\|88.19\|2.19\|86.29\|89.94\|83.55\|85718;2026-06-25\|89.75\|1.77\|89.21\|91.01\|86.80\|111862;2026-06-26\|86.46\|-3.67\|88.51\|89.50\|84.10\|86700;2026-06-29\|83.52\|-3.40\|86.17\|87.50\|80.00\|86653;2026-06-30\|91.87\|10.00\|82.51\|91.87\|80.60\|116318;2026-07-01\|88.85\|-3.29\|91.97\|96.16\|87.35\|115465;2026-07-02\|87.97\|-0.99\|86.29\|92.58\|83.01\|114823;2026-07-03\|86.00\|-2.24\|87.50\|89.59\|85.35\|65102;2026-07-06\|88.26\|2.63\|90.00\|91.58\|82.00\|114248;2026-07-07\|84.03\|-4.79\|88.00\|89.50\|84.01\|77890;2026-07-08\|78.23\|-6.90\|84.03\|85.49\|78.00\|86562;2026-07-09\|85.16\|8.86\|79.63\|85.80\|75.59\|94582;2026-07-10\|82.52\|-3.10\|87.50\|88.58\|82.30\|69704;2026-07-13\|77.82\|-5.70\|82.02\|83.94\|77.30\|72009;2026-07-14\|75.95\|-2.40\|77.58\|78.29\|72.28\|69833;2026-07-15\|71.69\|-5.61\|77.79\|77.79\|71.00\|65598;2026-07-16\|67.33\|-6.08\|71.59\|72.38\|66.49\|76861;2026-07-17\|60.60\|-10.00\|67.28\|67.28\|60.60\|85977;2026-07-20\|54.54\|-10.00\|59.39\|60.60\|54.54\|124343;2026-07-21\|59.57\|9.22\|53.00\|59.80\|49.09\|180560;2026-07-22\|60.77\|2.01\|59.60\|60.97\|58.10\|64833
84452	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;2026-07-22\|60.30\|5.33\|56.62\|60.60\|56.18\|127264
84451	英特尔、德州仪器等业绩超预期，股价大涨	半导体投资+硬科技投资+衢州国资 1、据中证网，5月26日，公司通过官方微信披露，参股企业杭州富加镓业科技有限公司在第四代半导体材料氧化镓领域取得重大突破——成功制备出全球首款12英寸氧化镓单晶，刷新了该材料尺寸的世界纪录。 2、据2026年5月21日投资者说明会，公司参股的趣链科技已完成股改、邦盛科技已进入上市辅导期，硬科技投资组合逐步进入收获阶段；据2025年年报，公司已构建覆盖区块链、新材料等领域的全周期产业投资生态。 3、据2025年年报，公司实控人为衢州工业集团，具有衢州国资背景，在资产注入与产业协同方面具备优势；据2026年5月21日投资者说明会，公司将积极实施股份回购方案以维护股价。	衢州国资委旗下的房地产开发商；公司拟购买先导电科95.46%股份，标的主营先进PVD溅射靶材和蒸镀材料业务	2026-03-12\|3.56\|-0.56\|3.59\|3.64\|3.54\|631529;2026-03-13\|3.50\|-1.69\|3.56\|3.60\|3.49\|676724;2026-03-16\|3.47\|-0.86\|3.51\|3.53\|3.45\|480085;2026-03-17\|3.45\|-0.58\|3.48\|3.52\|3.44\|604933;2026-03-18\|3.42\|-0.87\|3.46\|3.46\|3.38\|509486;2026-03-19\|3.33\|-2.63\|3.38\|3.39\|3.32\|621187;2026-03-20\|3.28\|-1.50\|3.34\|3.37\|3.28\|554623;2026-03-23\|3.09\|-5.79\|3.23\|3.25\|3.07\|964558;2026-03-24\|3.18\|2.91\|3.12\|3.19\|3.08\|665898;2026-03-25\|3.24\|1.89\|3.18\|3.29\|3.18\|525054;2026-03-26\|3.11\|-4.01\|3.23\|3.27\|3.08\|999049;2026-03-27\|3.17\|1.93\|3.09\|3.19\|3.08\|558624;2026-03-30\|3.16\|-0.32\|3.11\|3.16\|3.07\|635079;2026-03-31\|3.15\|-0.32\|3.14\|3.24\|3.13\|630006;2026-04-01\|3.19\|1.27\|3.19\|3.21\|3.15\|493587;2026-04-02\|3.19\|0.00\|3.18\|3.23\|3.13\|857053;2026-04-03\|3.13\|-1.88\|3.18\|3.19\|3.11\|511198;2026-04-07\|3.15\|0.64\|3.12\|3.16\|3.11\|379932;2026-04-08\|3.33\|5.71\|3.18\|3.34\|3.17\|965598;2026-04-09\|3.21\|-3.60\|3.30\|3.32\|3.20\|671954;2026-04-10\|3.23\|0.62\|3.24\|3.28\|3.21\|521720;2026-04-13\|3.23\|0.00\|3.20\|3.27\|3.18\|488082;2026-04-14\|3.30\|2.17\|3.26\|3.30\|3.23\|668324;2026-04-15\|3.23\|-2.12\|3.30\|3.32\|3.21\|592268;2026-04-16\|3.25\|0.62\|3.23\|3.26\|3.22\|448649;2026-04-17\|3.58\|10.15\|3.24\|3.58\|3.23\|1593748;2026-04-20\|3.71\|3.63\|3.58\|3.81\|3.53\|3073806;2026-04-21\|3.90\|5.12\|3.71\|3.93\|3.68\|2864594;2026-04-22\|4.15\|6.41\|3.87\|4.29\|3.85\|3814716;2026-04-23\|4.30\|3.61\|4.10\|4.37\|4.08\|3376876;2026-04-24\|4.73\|10.00\|4.30\|4.73\|4.27\|3586563;2026-04-27\|4.26\|-9.94\|4.81\|4.84\|4.26\|4270247;2026-04-28\|4.11\|-3.52\|4.18\|4.28\|4.07\|2980292;2026-04-29\|4.14\|0.73\|4.09\|4.28\|4.07\|2247600;2026-04-30\|4.55\|9.90\|4.21\|4.55\|4.21\|1986251;2026-05-06\|4.65\|2.20\|4.58\|4.81\|4.56\|3798703;2026-05-07\|5.10\|9.68\|4.64\|5.12\|4.60\|5776581;2026-05-08\|5.13\|0.59\|5.00\|5.46\|4.95\|5159282;2026-05-11\|5.10\|-0.58\|5.20\|5.31\|5.07\|3094439;2026-05-12\|5.19\|1.76\|5.10\|5.44\|4.88\|3844188;2026-05-13\|5.30\|2.12\|5.20\|5.39\|5.12\|2965484;2026-05-14\|5.25\|-0.94\|5.38\|5.51\|5.20\|2917479;2026-05-15\|4.89\|-6.86\|5.25\|5.33\|4.88\|3704101;2026-05-18\|4.40\|-10.02\|4.40\|4.40\|4.40\|158019;2026-05-19\|3.96\|-10.00\|3.96\|3.96\|3.96\|116945;2026-05-20\|3.56\|-10.10\|3.56\|3.65\|3.56\|3465702;2026-05-21\|3.20\|-10.11\|3.33\|3.37\|3.20\|5229983;2026-05-22\|3.18\|-0.62\|3.12\|3.21\|3.07\|3503781;2026-05-25\|3.11\|-2.20\|3.16\|3.20\|3.06\|2728296;2026-05-26\|3.00\|-3.54\|3.07\|3.08\|2.96\|2170490;2026-05-27\|2.95\|-1.67\|3.00\|3.04\|2.91\|1977869;2026-05-28\|2.98\|1.02\|2.93\|3.00\|2.92\|1510773;2026-05-29\|2.96\|-0.67\|3.04\|3.12\|2.95\|2427654;2026-06-01\|3.01\|1.69\|2.93\|3.04\|2.89\|1766764;2026-06-02\|2.99\|-0.66\|3.00\|3.03\|2.94\|1214528;2026-06-03\|2.92\|-2.34\|2.97\|2.98\|2.91\|1400313;2026-06-04\|2.88\|-1.37\|2.91\|2.96\|2.86\|1320956;2026-06-05\|2.85\|-1.04\|2.88\|2.92\|2.84\|1433189;2026-06-08\|2.76\|-3.16\|2.78\|2.86\|2.72\|1436894;2026-06-09\|2.82\|2.17\|2.80\|2.83\|2.75\|1068030;2026-06-10\|2.78\|-1.42\|2.79\|2.82\|2.74\|912525;2026-06-11\|2.76\|-0.72\|2.75\|2.80\|2.73\|798013;2026-06-12\|2.97\|7.61\|2.78\|3.04\|2.76\|3190734;2026-06-15\|3.04\|2.36\|2.95\|3.07\|2.95\|2159972;2026-06-16\|3.12\|2.63\|3.03\|3.23\|2.96\|2074664;2026-06-17\|3.09\|-0.96\|3.09\|3.16\|3.06\|1397247;2026-06-18\|3.10\|0.32\|3.07\|3.13\|3.02\|1342880;2026-06-22\|3.18\|2.58\|3.10\|3.21\|3.08\|1533311;2026-06-23\|3.04\|-4.40\|3.15\|3.18\|3.03\|1571045;2026-06-24\|3.03\|-0.33\|3.04\|3.06\|2.92\|1340420;2026-06-25\|3.01\|-0.66\|3.01\|3.07\|2.96\|981525;2026-06-26\|2.85\|-5.32\|2.98\|3.00\|2.85\|1158189;2026-06-29\|2.83\|-0.70\|2.84\|2.87\|2.78\|991044;2026-06-30\|2.83\|0.00\|2.81\|2.89\|2.78\|997716;2026-07-01\|3.11\|9.89\|2.84\|3.11\|2.83\|1335688;2026-07-02\|2.98\|-4.18\|3.16\|3.25\|2.97\|2736198;2026-07-03\|2.96\|-0.67\|3.00\|3.09\|2.95\|1577142;2026-07-06\|2.91\|-1.69\|2.95\|3.00\|2.89\|1292451;2026-07-07\|2.86\|-1.72\|2.91\|2.92\|2.84\|865652;2026-07-08\|2.83\|-1.05\|2.85\|2.87\|2.80\|1002548;2026-07-09\|3.00\|6.01\|2.82\|3.01\|2.79\|1411342;2026-07-10\|2.91\|-3.00\|2.96\|3.00\|2.90\|1256184;2026-07-13\|2.81\|-3.44\|2.90\|2.94\|2.79\|1156574;2026-07-14\|2.85\|1.42\|2.81\|2.85\|2.80\|774318;2026-07-15\|2.88\|1.05\|2.83\|2.89\|2.83\|906468;2026-07-16\|2.87\|-0.35\|2.85\|2.91\|2.83\|882015;2026-07-17\|2.78\|-3.14\|2.85\|2.88\|2.76\|1129592;2026-07-20\|2.79\|0.36\|2.80\|2.83\|2.75\|868203;2026-07-21\|2.82\|1.08\|2.78\|2.85\|2.78\|1003739;2026-07-22\|2.82\|0.00\|2.80\|2.84\|2.78\|563218
84450	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;2026-07-22\|23.11\|1.45\|22.47\|23.16\|22.30\|200257
84449	英特尔、德州仪器等业绩超预期，股价大涨	参股神州龙芯（CPU）+功率半导体+并购吉莱微行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2025年2月10日互动易，本公司参股公司神州龙芯的业务以集成电路（自主知识产权处理器）设计、制造、销售为主线，并辅以密码系列产品和新拓展行业产品这条副线，在坚持核心技术和产品研发的基础上，为客户提供包括CPU、SOC、板卡、解决方案、计算机、服务器密码机、税务UKey、商密培训、商密评测等在内的全方位的技术和产品服务。 2、据2026年4月28日发布的2025年度持续督导意见，公司于2025年完成功率半导体企业吉莱微并购，切入晶闸管、保护器件等功率半导体芯片及器件IDM业务，形成设计-制造-封测全链条。 3、据2025年年度报告，公司控股天一集成、南京天悦等，持续推出信息安全芯片、助听器芯片等产品，构建“国内设计-国内流片-国内封装-国内测试”本土化闭环。	参股企业神州龙芯是一家集成电路设计企业，第一款完全自主知识产权的通用CPU龙芯一号就诞生于该公司	2026-03-12\|6.10\|-1.93\|6.20\|6.25\|6.04\|234684;2026-03-13\|5.95\|-2.46\|6.05\|6.09\|5.93\|210251;2026-03-16\|6.01\|1.01\|5.94\|6.02\|5.87\|183559;2026-03-17\|5.99\|-0.33\|6.05\|6.27\|5.98\|331150;2026-03-18\|6.08\|1.50\|6.00\|6.09\|5.97\|180444;2026-03-19\|5.88\|-3.29\|5.98\|6.00\|5.86\|219402;2026-03-20\|5.67\|-3.57\|5.88\|5.95\|5.65\|197269;2026-03-23\|5.24\|-7.58\|5.51\|5.55\|5.18\|318335;2026-03-24\|5.45\|4.01\|5.35\|5.47\|5.24\|222754;2026-03-25\|5.62\|3.12\|5.46\|5.67\|5.44\|218897;2026-03-26\|5.50\|-2.14\|5.66\|5.79\|5.46\|222361;2026-03-27\|5.59\|1.64\|5.41\|5.63\|5.41\|189728;2026-03-30\|5.58\|-0.18\|5.48\|5.59\|5.44\|149181;2026-03-31\|5.51\|-1.25\|5.59\|5.69\|5.50\|146814;2026-04-01\|5.59\|1.45\|5.62\|5.64\|5.54\|133109;2026-04-02\|5.48\|-1.97\|5.56\|5.58\|5.43\|154323;2026-04-03\|5.34\|-2.55\|5.48\|5.50\|5.33\|104485;2026-04-07\|5.44\|1.87\|5.35\|5.48\|5.35\|155892;2026-04-08\|5.67\|4.23\|5.55\|5.69\|5.54\|204626;2026-04-09\|5.58\|-1.59\|5.62\|5.69\|5.58\|162825;2026-04-10\|5.63\|0.90\|5.65\|5.73\|5.62\|145901;2026-04-13\|5.79\|2.84\|5.62\|5.90\|5.61\|368809;2026-04-14\|5.73\|-1.04\|5.76\|5.83\|5.64\|349428;2026-04-15\|5.62\|-1.92\|5.78\|5.80\|5.59\|333204;2026-04-16\|5.69\|1.25\|5.67\|5.69\|5.59\|205118;2026-04-17\|5.78\|1.58\|5.86\|6.04\|5.76\|422146;2026-04-20\|5.83\|0.87\|5.84\|5.96\|5.77\|288065;2026-04-21\|5.66\|-2.92\|5.82\|5.83\|5.63\|252160;2026-04-22\|5.76\|1.77\|5.64\|5.84\|5.60\|246815;2026-04-23\|6.34\|10.07\|5.85\|6.34\|5.74\|503662;2026-04-24\|6.97\|9.94\|6.97\|6.97\|6.86\|903928;2026-04-27\|6.96\|-0.14\|7.53\|7.67\|6.92\|2690855;2026-04-28\|7.66\|10.06\|6.71\|7.66\|6.62\|1909438;2026-04-29\|7.89\|3.00\|7.32\|8.39\|7.17\|2945450;2026-04-30\|7.62\|-3.42\|7.89\|8.07\|7.41\|2094109;2026-05-06\|8.38\|9.97\|8.20\|8.38\|7.87\|1626500;2026-05-07\|8.17\|-2.51\|8.23\|8.78\|8.03\|2673663;2026-05-08\|7.84\|-4.04\|8.06\|8.23\|7.72\|1888921;2026-05-11\|8.27\|5.48\|8.10\|8.62\|8.10\|2311835;2026-05-12\|8.07\|-2.42\|8.26\|8.50\|8.05\|1946762;2026-05-13\|7.96\|-1.36\|7.80\|8.04\|7.69\|1372269;2026-05-14\|7.62\|-4.27\|8.10\|8.19\|7.62\|1157358;2026-05-15\|7.17\|-5.91\|7.51\|7.61\|7.07\|1115560;2026-05-18\|7.03\|-1.95\|7.06\|7.39\|6.97\|767606;2026-05-19\|7.02\|-0.14\|6.96\|7.07\|6.75\|653304;2026-05-20\|6.97\|-0.71\|6.90\|7.03\|6.86\|460770;2026-05-21\|6.62\|-5.02\|7.21\|7.25\|6.59\|920913;2026-05-22\|6.77\|2.27\|6.70\|6.80\|6.61\|580028;2026-05-25\|6.77\|0.00\|6.71\|6.78\|6.53\|456448;2026-05-26\|6.56\|-3.10\|6.90\|6.90\|6.44\|591187;2026-05-27\|6.35\|-3.20\|6.56\|6.62\|6.29\|468708;2026-05-28\|6.50\|2.36\|6.38\|6.56\|6.26\|385757;2026-05-29\|6.18\|-4.92\|6.50\|6.55\|6.14\|512014;2026-06-01\|6.15\|-0.49\|6.18\|6.31\|6.12\|293238;2026-06-02\|6.01\|-2.28\|6.14\|6.17\|5.89\|347532;2026-06-03\|6.07\|1.00\|6.00\|6.24\|5.98\|413680;2026-06-04\|6.10\|0.49\|6.00\|6.16\|5.95\|335231;2026-06-05\|6.02\|-1.31\|6.09\|6.14\|5.90\|328938;2026-06-08\|5.67\|-5.81\|5.80\|5.97\|5.63\|333124;2026-06-09\|5.89\|3.88\|5.86\|5.92\|5.74\|311876;2026-06-10\|5.89\|0.00\|5.81\|6.03\|5.79\|310595;2026-06-11\|5.72\|-2.89\|5.84\|5.89\|5.66\|259655;2026-06-12\|5.77\|0.87\|5.84\|5.94\|5.73\|299843;2026-06-15\|5.94\|2.95\|5.85\|5.95\|5.81\|324689;2026-06-16\|5.98\|0.67\|5.95\|6.08\|5.89\|363130;2026-06-17\|6.02\|0.67\|5.95\|6.02\|5.92\|334677;2026-06-18\|6.05\|0.50\|6.00\|6.14\|5.98\|476463;2026-06-22\|5.89\|-2.64\|6.05\|6.09\|5.70\|538907;2026-06-23\|5.97\|1.36\|5.82\|6.11\|5.81\|454771;2026-06-24\|6.12\|2.51\|5.93\|6.19\|5.92\|688209;2026-06-25\|6.47\|5.72\|6.03\|6.57\|5.99\|1043280;2026-06-26\|6.82\|5.41\|6.39\|7.08\|6.29\|1233249;2026-06-29\|6.68\|-2.05\|6.76\|6.95\|6.50\|920783;2026-06-30\|7.00\|4.79\|6.60\|7.00\|6.38\|1030926;2026-07-01\|6.85\|-2.14\|6.95\|7.12\|6.82\|876191;2026-07-02\|6.30\|-8.03\|6.61\|6.65\|6.26\|760681;2026-07-03\|6.09\|-3.33\|6.27\|6.34\|5.98\|528882;2026-07-06\|6.26\|2.79\|6.12\|6.42\|5.85\|649206;2026-07-07\|6.43\|2.72\|6.20\|6.48\|6.09\|611530;2026-07-08\|6.04\|-6.07\|6.31\|6.42\|6.02\|463226;2026-07-09\|6.64\|9.93\|5.99\|6.64\|5.95\|861050;2026-07-10\|6.62\|-0.30\|6.62\|6.82\|6.54\|932612;2026-07-13\|6.48\|-2.11\|6.57\|6.72\|6.44\|717918;2026-07-14\|6.28\|-3.09\|6.48\|6.72\|6.00\|917269;2026-07-15\|6.15\|-2.07\|6.35\|6.55\|6.09\|570479;2026-07-16\|6.05\|-1.63\|6.01\|6.38\|6.00\|551653;2026-07-17\|5.45\|-9.92\|6.00\|6.05\|5.45\|702702;2026-07-20\|4.91\|-9.91\|5.40\|5.40\|4.91\|532227;2026-07-21\|4.96\|1.02\|4.86\|4.99\|4.43\|583956;2026-07-22\|5.04\|1.61\|4.90\|5.05\|4.86\|245159
84448	日本六氟化钨等近30%产能或断供	电子特气+氦气+稀混光刻气+HBM产业链行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月5日公司异常波动公告，俄罗斯联邦政府将氦气纳入需特别许可清单，公司6月采购许可尚在申请中，审批不确定性或导致相关气体原料供应受限及成本上升风险。 2、据2026年4月10日年报及2026年6月2日互动易，公司自主研发多款稀混光刻气，是国内唯一一家多款稀混光刻气同时通过荷兰ASML和日本GIGAPHOTON认证的气体企业，彰显顶尖技术研发能力。 3、据2026年6月2日互动易，公司深度布局HBM产业链，为其关键的TSV硅通孔工艺提供先进刻蚀气体；据财闻2026年6月9日报道，英伟达与SK海力士达成数千亿美元HBM供货协议，提振存储芯片及半导体材料链情绪。 4、据2026年4月10日年报，公司是率先打破极大规模集成电路等尖端领域气体材料进口制约的综合型气体厂商，产品包括高纯四氟化碳、稀混光刻气等，对国内8-12寸芯片厂覆盖率领先。	国内光刻气龙头；公司深度布局HBM产业链，为其关键的TSV工艺提供先进刻蚀气体	2026-03-12\|73.31\|5.63\|70.53\|73.73\|69.38\|106010;2026-03-13\|78.80\|7.49\|76.00\|80.99\|70.14\|149343;2026-03-16\|78.00\|-1.02\|81.55\|84.20\|78.00\|127188;2026-03-17\|73.68\|-5.54\|75.63\|77.00\|72.15\|89107;2026-03-18\|71.23\|-3.33\|72.00\|72.30\|69.68\|66315;2026-03-19\|82.77\|16.20\|73.12\|84.76\|73.12\|145590;2026-03-20\|80.07\|-3.26\|79.35\|82.50\|79.35\|102343;2026-03-23\|92.03\|14.94\|81.00\|95.01\|79.16\|167010;2026-03-24\|92.00\|-0.03\|86.82\|93.00\|86.82\|130731;2026-03-25\|91.62\|-0.41\|88.00\|91.87\|85.05\|117510;2026-03-26\|96.15\|4.94\|92.00\|98.80\|88.41\|137332;2026-03-27\|100.59\|4.62\|96.95\|102.00\|93.20\|119974;2026-03-30\|98.51\|-2.07\|104.99\|109.92\|97.95\|140179;2026-03-31\|91.00\|-7.62\|95.62\|98.90\|90.90\|104149;2026-04-01\|89.00\|-2.20\|89.97\|91.00\|84.22\|97777;2026-04-02\|95.50\|7.30\|90.20\|96.98\|90.20\|97679;2026-04-03\|105.02\|9.97\|99.00\|106.29\|96.55\|116061;2026-04-07\|107.07\|1.95\|109.00\|112.00\|106.00\|102782;2026-04-08\|95.34\|-10.96\|93.55\|97.09\|93.55\|147551;2026-04-09\|102.10\|7.09\|97.60\|108.22\|97.60\|154975;2026-04-10\|100.50\|-1.57\|103.24\|108.76\|100.38\|121479;2026-04-13\|97.97\|-2.52\|105.50\|107.98\|95.12\|125772;2026-04-14\|100.85\|2.94\|97.50\|102.90\|96.00\|106657;2026-04-15\|97.00\|-3.82\|100.50\|103.78\|95.63\|99426;2026-04-16\|94.05\|-3.04\|96.91\|98.80\|89.45\|106090;2026-04-17\|90.86\|-3.39\|93.00\|93.05\|89.41\|94929;2026-04-20\|99.20\|9.18\|94.00\|103.88\|92.01\|138188;2026-04-21\|119.04\|20.00\|100.00\|119.04\|98.44\|145607;2026-04-22\|137.90\|15.84\|125.03\|142.17\|124.80\|189892;2026-04-23\|147.33\|6.84\|141.89\|149.50\|135.01\|140784;2026-04-24\|176.80\|20.00\|157.11\|176.80\|157.11\|155335;2026-04-27\|182.00\|2.94\|185.63\|200.85\|176.19\|184962;2026-04-28\|208.27\|14.43\|189.00\|213.07\|180.50\|170152;2026-04-29\|190.23\|-8.66\|197.00\|197.00\|182.00\|122368;2026-04-30\|188.30\|-1.01\|193.97\|205.19\|175.20\|117088;2026-05-06\|193.60\|2.81\|191.00\|195.00\|177.00\|115976;2026-05-07\|167.21\|-13.63\|183.14\|184.07\|166.80\|143654;2026-05-08\|164.95\|-1.35\|163.94\|169.96\|159.89\|97489;2026-05-11\|184.20\|11.67\|164.24\|184.20\|163.91\|122744;2026-05-12\|164.18\|-10.87\|177.27\|179.09\|161.68\|102209;2026-05-13\|172.49\|5.06\|162.00\|174.80\|161.88\|84262;2026-05-14\|179.02\|3.79\|176.69\|197.00\|176.00\|114953;2026-05-15\|191.19\|6.80\|169.00\|197.98\|168.01\|113496;2026-05-18\|179.95\|-5.88\|181.00\|187.99\|174.02\|100678;2026-05-19\|176.44\|-1.95\|177.80\|187.85\|168.68\|84102;2026-05-20\|183.00\|3.72\|174.68\|190.60\|172.11\|116479;2026-05-21\|158.72\|-13.27\|184.60\|185.70\|158.00\|130968;2026-05-22\|163.88\|3.25\|157.00\|165.19\|153.07\|73068;2026-05-25\|157.93\|-3.63\|156.51\|161.79\|154.00\|83988;2026-05-26\|158.00\|0.04\|155.45\|161.85\|150.99\|84452;2026-05-27\|159.31\|0.83\|158.00\|167.80\|155.10\|81198;2026-05-28\|152.30\|-4.40\|155.02\|158.75\|150.18\|80129;2026-05-29\|143.10\|-6.04\|150.16\|152.30\|142.00\|99776;2026-06-01\|147.65\|3.18\|145.60\|159.60\|145.60\|90451;2026-06-02\|146.89\|-0.51\|147.65\|150.11\|142.50\|68759;2026-06-03\|176.27\|20.00\|145.81\|176.27\|145.14\|163726;2026-06-04\|203.60\|15.50\|183.18\|206.58\|183.00\|173000;2026-06-05\|196.70\|-3.39\|195.18\|208.00\|194.06\|139115;2026-06-08\|183.02\|-6.95\|184.89\|194.93\|179.01\|107533;2026-06-09\|189.33\|3.45\|192.00\|205.30\|181.80\|124274;2026-06-10\|190.68\|0.71\|188.00\|198.53\|179.82\|170954;2026-06-11\|228.82\|20.00\|185.18\|228.82\|185.18\|176095;2026-06-12\|188.50\|-17.62\|220.62\|222.80\|183.23\|189077;2026-06-15\|183.93\|-2.42\|178.00\|188.49\|161.00\|128718;2026-06-16\|184.77\|0.46\|186.15\|197.98\|184.70\|134991;2026-06-17\|187.35\|1.40\|179.41\|193.20\|175.01\|110943;2026-06-18\|188.36\|0.54\|181.06\|191.17\|175.75\|114434;2026-06-22\|219.06\|16.30\|194.00\|219.50\|192.13\|161482;2026-06-23\|249.09\|13.71\|234.16\|252.80\|213.00\|179162;2026-06-24\|237.53\|-4.64\|231.39\|248.00\|215.55\|158107;2026-06-25\|251.99\|6.09\|241.90\|259.90\|228.18\|130121;2026-06-26\|231.99\|-7.94\|246.86\|256.78\|222.22\|103763;2026-06-29\|252.00\|8.63\|245.40\|254.78\|230.00\|121228;2026-06-30\|267.50\|6.15\|247.50\|278.60\|232.08\|122826;2026-07-01\|277.95\|3.91\|256.00\|290.00\|256.00\|123648;2026-07-02\|249.00\|-10.42\|260.98\|275.50\|237.75\|99753;2026-07-03\|225.91\|-9.27\|246.66\|256.00\|225.00\|102175;2026-07-06\|212.20\|-6.07\|224.80\|230.00\|209.00\|81843;2026-07-07\|218.00\|2.73\|211.97\|220.99\|208.10\|74463;2026-07-08\|215.02\|-1.37\|215.00\|226.00\|209.00\|74007;2026-07-09\|229.21\|6.85\|220.00\|229.98\|207.53\|73842;2026-07-10\|195.22\|-14.83\|229.21\|233.33\|194.00\|106947;2026-07-13\|208.10\|6.60\|215.96\|226.98\|205.00\|114815;2026-07-14\|209.40\|0.62\|202.10\|215.52\|192.00\|86169;2026-07-15\|198.94\|-5.00\|209.42\|209.98\|194.44\|61094;2026-07-16\|182.84\|-8.09\|189.50\|197.70\|182.50\|61906;2026-07-17\|169.40\|-7.35\|180.00\|189.00\|168.00\|81774;2026-07-20\|146.90\|-13.28\|176.00\|179.50\|142.00\|109882;2026-07-21\|156.08\|6.25\|131.28\|156.13\|123.00\|15174584;2026-07-22\|154.45\|-1.04\|148.18\|156.09\|148.00\|5756824
84447	碳酸锂最新价格17万元/吨，最近10天上涨超8%	津巴布韦锂矿禁令+锂矿行业原因：兴业证券指出，下游电芯需求仍维持在较高水平。同时供给端江西锂矿换证扰动不断，供给隐忧仍存，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月26日财闻报道，3月23日晚间津巴布韦禁止锂精矿外运消息升级，供给扰动推动锂矿板块整体走高。 3、据2025年8月23日半年报，公司掌控阿根廷、马里等多处优质锂矿资源，2025年锂资源自给率预计超50%，成本优势显著。	全球最大的金属锂生产商，全球第三大及中国最大的锂化合物生产商；公司固态电池研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节	2026-03-12\|69.50\|-0.95\|69.75\|70.10\|68.31\|302079;2026-03-13\|70.03\|0.76\|70.19\|72.68\|69.70\|537037;2026-03-16\|70.60\|0.81\|69.83\|70.70\|68.00\|402250;2026-03-17\|68.49\|-2.99\|70.60\|71.33\|68.40\|308917;2026-03-18\|66.65\|-2.69\|68.49\|68.77\|65.54\|379439;2026-03-19\|63.44\|-4.82\|65.45\|66.40\|63.13\|442127;2026-03-20\|67.43\|6.29\|64.50\|69.78\|63.26\|879258;2026-03-23\|67.58\|0.22\|66.40\|69.99\|66.33\|717229;2026-03-24\|69.21\|2.41\|68.92\|69.55\|65.58\|602362;2026-03-25\|70.63\|2.05\|70.55\|71.38\|68.61\|633043;2026-03-26\|72.43\|2.55\|70.37\|73.77\|70.01\|766407;2026-03-27\|79.67\|10.00\|71.49\|79.67\|71.49\|1312133;2026-03-30\|80.15\|0.60\|81.00\|81.50\|78.00\|1175709;2026-03-31\|78.38\|-2.21\|79.70\|81.00\|77.75\|809256;2026-04-01\|77.31\|-1.37\|79.10\|79.44\|76.36\|689439;2026-04-02\|79.93\|3.39\|77.30\|81.77\|76.30\|908779;2026-04-03\|79.75\|-0.23\|79.94\|82.19\|78.80\|620371;2026-04-07\|78.96\|-0.99\|80.00\|81.16\|78.20\|486450;2026-04-08\|82.01\|3.86\|77.82\|82.81\|77.51\|811550;2026-04-09\|81.01\|-1.22\|82.30\|83.78\|79.90\|651947;2026-04-10\|83.98\|3.67\|81.74\|86.99\|81.25\|1045334;2026-04-13\|84.38\|0.48\|83.84\|86.30\|83.01\|1010330;2026-04-14\|88.28\|4.62\|84.99\|88.48\|83.61\|915730;2026-04-15\|82.17\|-6.92\|87.50\|87.80\|81.84\|1148561;2026-04-16\|85.60\|4.17\|83.33\|86.70\|82.36\|853823;2026-04-17\|84.06\|-1.80\|85.46\|87.98\|83.25\|920809;2026-04-20\|82.71\|-1.61\|83.59\|84.21\|81.38\|646663;2026-04-21\|83.36\|0.79\|83.80\|85.74\|81.61\|786631;2026-04-22\|82.22\|-1.37\|81.85\|83.41\|81.52\|625380;2026-04-23\|79.88\|-2.85\|82.25\|82.50\|79.00\|633779;2026-04-24\|84.99\|6.40\|79.95\|86.26\|79.87\|970755;2026-04-27\|84.11\|-1.04\|84.00\|86.46\|83.50\|675071;2026-04-28\|82.10\|-2.39\|84.12\|84.61\|81.18\|482094;2026-04-29\|86.90\|5.85\|81.81\|87.15\|80.84\|848991;2026-04-30\|88.68\|2.05\|87.00\|91.19\|86.90\|1075419;2026-05-06\|91.45\|3.12\|90.35\|91.67\|87.50\|903407;2026-05-07\|88.00\|-3.77\|90.75\|90.75\|86.58\|888511;2026-05-08\|84.77\|-3.67\|87.95\|89.95\|84.68\|803053;2026-05-11\|85.18\|0.48\|86.00\|87.65\|84.13\|618656;2026-05-12\|83.65\|-1.80\|85.84\|86.02\|82.88\|525290;2026-05-13\|82.99\|-0.79\|83.66\|84.30\|81.58\|586696;2026-05-14\|79.98\|-3.63\|82.33\|83.31\|79.67\|653995;2026-05-15\|78.06\|-2.40\|79.00\|80.45\|78.00\|557790;2026-05-18\|79.38\|1.69\|78.06\|80.88\|77.50\|495011;2026-05-19\|76.07\|-4.17\|78.40\|78.40\|74.50\|622791;2026-05-20\|77.17\|1.45\|74.69\|78.13\|74.00\|669172;2026-05-21\|75.33\|-2.38\|77.61\|78.95\|75.18\|580290;2026-05-22\|75.90\|0.76\|75.36\|76.45\|74.14\|358370;2026-05-25\|75.10\|-1.05\|76.50\|76.66\|74.62\|404952;2026-05-26\|75.00\|-0.13\|74.51\|75.76\|72.78\|456863;2026-05-27\|73.30\|-2.27\|75.25\|77.00\|73.08\|491851;2026-05-28\|72.80\|-0.68\|73.90\|74.87\|70.50\|520056;2026-05-29\|71.48\|-1.81\|72.81\|74.15\|71.13\|447034;2026-06-01\|69.86\|-2.27\|71.48\|72.77\|69.80\|424394;2026-06-02\|68.98\|-1.26\|70.58\|70.60\|66.96\|495656;2026-06-03\|68.79\|-0.28\|68.34\|69.59\|67.58\|377236;2026-06-04\|66.79\|-2.91\|68.00\|68.27\|66.57\|420439;2026-06-05\|65.65\|-1.71\|66.79\|68.05\|64.68\|561627;2026-06-08\|62.76\|-4.40\|64.49\|66.15\|61.18\|505435;2026-06-09\|67.94\|8.25\|63.73\|68.90\|62.76\|718881;2026-06-10\|67.60\|-0.50\|68.50\|70.55\|66.80\|738385;2026-06-11\|69.94\|3.46\|67.60\|71.87\|67.00\|877108;2026-06-12\|71.16\|1.74\|69.43\|72.50\|69.08\|822480;2026-06-15\|71.32\|0.22\|72.05\|72.90\|69.99\|791511;2026-06-16\|71.45\|0.18\|70.51\|72.48\|69.04\|635312;2026-06-17\|71.32\|-0.18\|71.60\|73.48\|70.79\|585440;2026-06-18\|69.36\|-2.75\|70.50\|71.66\|68.82\|626659;2026-06-22\|72.05\|3.88\|66.50\|72.20\|66.31\|817831;2026-06-23\|68.00\|-5.62\|72.70\|72.76\|67.77\|603030;2026-06-24\|71.62\|5.32\|67.96\|72.30\|66.76\|745469;2026-06-25\|68.36\|-4.55\|71.00\|72.19\|68.04\|662428;2026-06-26\|63.38\|-7.29\|68.30\|68.80\|63.30\|629032;2026-06-29\|64.07\|1.09\|63.00\|64.75\|61.70\|522232;2026-06-30\|65.40\|2.08\|64.08\|67.19\|63.56\|508657;2026-07-01\|65.92\|0.80\|66.00\|66.72\|63.10\|610760;2026-07-02\|63.99\|-2.93\|65.45\|66.19\|63.88\|399261;2026-07-03\|62.97\|-1.59\|64.90\|65.00\|62.91\|404447;2026-07-06\|62.83\|-0.22\|63.19\|65.90\|62.48\|570545;2026-07-07\|61.44\|-2.21\|63.88\|64.17\|61.25\|457968;2026-07-08\|56.17\|-8.58\|60.57\|61.12\|56.03\|694985;2026-07-09\|55.99\|-0.32\|56.00\|56.96\|53.26\|717103;2026-07-10\|53.63\|-4.21\|55.98\|55.98\|53.61\|563887;2026-07-13\|51.13\|-4.66\|53.47\|53.47\|50.35\|506173;2026-07-14\|52.55\|2.78\|51.38\|52.67\|50.20\|410356;2026-07-15\|51.50\|-1.72\|52.99\|53.47\|51.33\|395263;2026-07-16\|49.97\|-2.97\|50.60\|52.49\|49.44\|672465;2026-07-17\|48.48\|-2.98\|50.04\|50.88\|48.33\|502832;2026-07-20\|46.11\|-4.89\|48.23\|48.47\|45.30\|615237;2026-07-21\|47.69\|3.43\|45.85\|47.81\|45.19\|507371;2026-07-22\|47.84\|0.31\|47.40\|48.54\|47.20\|251942
84446	碳酸锂最新价格17万元/吨，最近10天上涨超8%	一季报大增+固态电池+电解液龙头行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月28日公告，公司2026Q1营收66.73亿元、归母净利16.54亿元，分别同比增长91.3%、1005.8%，盈利高增主因六氟磷酸锂涨价及溶剂添加剂贡献。 2、据2026年3月10日年报，公司已切入固态电池供应链，百吨级硫化物固态电解质中试线目标能量密度300-350 Wh/kg，三季度投产后形成“液态+固态”双轮驱动。 3、据2026年3月10日年报，公司电解液销量全球前二，纵向配套六氟磷酸锂、添加剂等原料，横向布局电池回收、钠离子材料，构建“原料-生产-回收-再生”绿色闭环。	公司为锂电池电解液和正极材料磷酸铁锂龙头，半固态电解质及氧化物与硫化物全固态电解质均在小试到中试阶段	2026-03-12\|48.63\|-0.33\|48.00\|49.27\|47.55\|1109731;2026-03-13\|48.77\|0.29\|48.37\|51.00\|48.07\|1279642;2026-03-16\|47.85\|-1.89\|49.03\|49.76\|47.50\|839030;2026-03-17\|45.58\|-4.74\|47.95\|48.33\|45.36\|778341;2026-03-18\|44.33\|-2.74\|45.91\|45.98\|43.73\|621258;2026-03-19\|41.36\|-6.70\|43.54\|43.73\|41.03\|843468;2026-03-20\|42.80\|3.48\|41.51\|45.16\|41.11\|1149260;2026-03-23\|43.29\|1.14\|42.04\|44.99\|42.04\|1059949;2026-03-24\|43.46\|0.39\|44.00\|44.32\|41.10\|898232;2026-03-25\|43.26\|-0.46\|43.79\|43.87\|42.18\|788086;2026-03-26\|44.49\|2.84\|43.04\|46.24\|42.91\|1216673;2026-03-27\|46.11\|3.64\|43.90\|46.88\|43.63\|1414491;2026-03-30\|48.17\|4.47\|47.23\|48.55\|45.89\|1527574;2026-03-31\|46.00\|-4.50\|47.50\|47.98\|45.70\|1002658;2026-04-01\|45.75\|-0.54\|46.51\|46.99\|44.50\|910608;2026-04-02\|44.81\|-2.05\|45.12\|46.80\|44.44\|731651;2026-04-03\|43.48\|-2.97\|45.07\|45.97\|42.71\|723010;2026-04-07\|43.70\|0.51\|43.66\|44.66\|43.00\|560030;2026-04-08\|44.98\|2.93\|44.29\|45.30\|43.81\|781404;2026-04-09\|43.89\|-2.42\|44.81\|45.40\|42.77\|814370;2026-04-10\|46.72\|6.45\|44.25\|46.74\|43.85\|1535728;2026-04-13\|46.71\|-0.02\|45.88\|47.26\|45.70\|1127756;2026-04-14\|49.35\|5.65\|47.10\|49.50\|46.90\|1273000;2026-04-15\|48.00\|-2.74\|49.35\|49.99\|47.47\|1240710;2026-04-16\|49.16\|2.42\|48.50\|49.98\|47.82\|1057520;2026-04-17\|48.79\|-0.75\|49.00\|50.66\|48.65\|1137534;2026-04-20\|49.65\|1.76\|48.50\|49.65\|47.58\|927053;2026-04-21\|52.79\|6.32\|49.80\|53.62\|48.28\|1593427;2026-04-22\|52.10\|-1.31\|52.79\|54.00\|51.58\|1273690;2026-04-23\|49.41\|-5.16\|52.09\|52.38\|49.02\|1284907;2026-04-24\|53.04\|7.35\|49.42\|54.22\|48.60\|1553982;2026-04-27\|55.26\|4.19\|53.08\|55.40\|52.25\|1470462;2026-04-28\|54.23\|-1.86\|56.50\|57.00\|53.76\|1618855;2026-04-29\|59.32\|9.99\|54.12\|59.32\|53.58\|1805744;2026-04-30\|60.51\|2.01\|59.59\|61.00\|58.53\|1821892;2026-05-06\|64.00\|5.77\|60.58\|64.98\|59.13\|1738414;2026-05-07\|62.80\|-1.88\|63.66\|63.70\|61.00\|1504038;2026-05-08\|58.41\|-6.99\|61.62\|63.40\|58.34\|1753228;2026-05-11\|59.56\|1.97\|58.20\|60.43\|57.61\|1277936;2026-05-12\|58.59\|-1.63\|59.24\|59.80\|56.05\|1391916;2026-05-13\|57.92\|-1.14\|57.73\|58.48\|57.02\|977250;2026-05-14\|55.51\|-4.16\|57.90\|59.00\|55.51\|1105275;2026-05-15\|57.54\|3.66\|55.89\|58.80\|55.89\|1346612;2026-05-18\|55.97\|-2.73\|56.22\|57.27\|54.50\|997328;2026-05-19\|54.44\|-2.73\|55.66\|55.89\|53.15\|963140;2026-05-20\|58.00\|6.54\|54.88\|59.20\|54.00\|1383087;2026-05-21\|57.71\|-0.50\|58.02\|60.40\|57.22\|1551109;2026-05-22\|58.08\|0.64\|57.71\|58.89\|55.81\|1109625;2026-05-25\|53.07\|-8.63\|57.40\|57.70\|52.27\|1641858;2026-05-26\|51.99\|-2.04\|51.95\|53.44\|51.40\|951093;2026-05-27\|53.46\|2.83\|52.66\|55.17\|52.66\|1070951;2026-05-28\|51.89\|-2.94\|52.89\|53.99\|50.30\|900938;2026-05-29\|52.03\|0.27\|51.60\|53.87\|50.61\|1044787;2026-06-01\|51.73\|-0.58\|52.08\|54.20\|51.51\|815409;2026-06-02\|52.11\|0.73\|52.99\|53.28\|50.84\|669399;2026-06-03\|51.30\|-1.55\|51.45\|52.19\|50.86\|678164;2026-06-04\|49.40\|-3.70\|50.40\|50.46\|49.18\|910766;2026-06-05\|48.62\|-1.58\|49.17\|50.44\|48.29\|838730;2026-06-08\|46.91\|-3.52\|47.51\|48.96\|46.05\|763592;2026-06-09\|47.97\|2.26\|47.71\|48.47\|46.00\|792746;2026-06-10\|46.90\|-2.23\|47.39\|48.19\|46.50\|602414;2026-06-11\|48.46\|3.33\|47.00\|49.40\|46.38\|1054956;2026-06-12\|49.64\|2.44\|48.60\|50.61\|47.88\|1233564;2026-06-15\|49.02\|-1.25\|50.00\|50.31\|48.57\|1089187;2026-06-16\|52.28\|6.65\|49.35\|52.65\|48.47\|1416885;2026-06-17\|52.85\|1.09\|51.75\|53.38\|51.51\|1148586;2026-06-18\|51.61\|-2.35\|52.50\|53.85\|51.14\|1063716;2026-06-22\|55.92\|8.35\|50.50\|56.60\|49.09\|1736644;2026-06-23\|54.04\|-3.36\|55.61\|56.10\|53.88\|1184383;2026-06-24\|56.34\|4.26\|54.02\|56.91\|52.65\|1276910;2026-06-25\|55.20\|-2.02\|55.71\|56.48\|55.00\|943238;2026-06-26\|50.01\|-9.40\|55.21\|55.95\|49.96\|1141344;2026-06-29\|50.91\|1.80\|50.48\|52.22\|49.16\|912697;2026-06-30\|51.43\|1.02\|50.50\|52.45\|50.31\|882108;2026-07-01\|54.47\|5.91\|51.99\|54.87\|49.50\|1544001;2026-07-02\|54.84\|0.68\|53.39\|56.80\|53.07\|1433236;2026-07-03\|54.04\|-1.46\|54.84\|55.38\|53.08\|955742;2026-07-06\|49.00\|-9.33\|52.20\|52.79\|48.64\|1131467;2026-07-07\|49.54\|1.10\|48.81\|50.25\|48.50\|582920;2026-07-08\|44.59\|-9.99\|48.81\|49.07\|44.59\|1012816;2026-07-09\|41.46\|-7.02\|44.08\|44.50\|40.13\|1501609;2026-07-10\|40.06\|-3.38\|43.54\|44.34\|39.90\|1354285;2026-07-13\|37.19\|-7.16\|39.28\|39.49\|37.01\|1064243;2026-07-14\|38.17\|2.64\|37.19\|38.40\|36.39\|788641;2026-07-15\|37.55\|-1.62\|38.31\|38.93\|37.45\|630551;2026-07-16\|36.61\|-2.50\|37.20\|37.73\|36.33\|561585;2026-07-17\|35.62\|-2.70\|36.40\|36.98\|35.15\|696665;2026-07-20\|33.41\|-6.20\|35.56\|35.67\|32.60\|888297;2026-07-21\|36.09\|8.02\|33.79\|36.14\|33.20\|912353;2026-07-22\|36.12\|0.08\|35.95\|36.88\|35.45\|478952
84445	碳酸锂最新价格17万元/吨，最近10天上涨超8%	涨停揭秘：天齐锂业涨停受碳酸锂价格10日涨超8%、一季报预告净利最高增1818%及宁德时代业绩超预期带动新能源板块情绪修复共同驱动；涨停缘由：碳酸锂现货价达17万元/吨，广期所主力合约突破16万元；公司预告一季度净利同比增1530%-1818%，联营SQM业绩大幅增长贡献可观投资收益；资金逻辑：主力资金4月24日净流入超1.2亿元，机构调仓转向资源类价值股，北向持仓连续两周回升；风险提示：锂价高位持续性存疑，下游电池厂压价意愿增强，二季度业绩环比或承压	公司预计一季度净利润1530.31%至1818.01%，受益于“新能源产业发展与下游需求增长等多重利好因素驱动，报告期，公司主要锂产品的销售均价较上年同期均明显增长；联营公司SQM业绩预计同比大幅增长，公司确认的投资收益较上年同期大幅增长”	2026-03-12\|53.60\|-1.72\|54.30\|54.48\|53.02\|224247;2026-03-13\|54.15\|1.03\|53.96\|55.94\|53.80\|454958;2026-03-16\|53.58\|-1.05\|53.90\|54.63\|52.80\|280537;2026-03-17\|52.11\|-2.74\|53.81\|54.48\|52.00\|241904;2026-03-18\|51.15\|-1.84\|52.48\|52.57\|50.34\|275511;2026-03-19\|48.93\|-4.34\|50.15\|50.47\|48.71\|324050;2026-03-20\|50.10\|2.39\|49.38\|52.62\|48.80\|500683;2026-03-23\|49.00\|-2.20\|49.02\|51.28\|48.54\|436927;2026-03-24\|51.63\|5.37\|50.05\|51.63\|48.28\|557952;2026-03-25\|53.46\|3.54\|52.66\|53.98\|51.96\|538317;2026-03-26\|54.20\|1.38\|53.46\|55.79\|52.95\|617795;2026-03-27\|57.96\|6.94\|53.61\|58.26\|53.50\|1021455;2026-03-30\|57.24\|-1.24\|58.02\|58.39\|56.07\|722212;2026-03-31\|55.48\|-3.07\|57.10\|57.19\|55.29\|512703;2026-04-01\|55.45\|-0.05\|55.98\|56.65\|54.68\|392255;2026-04-02\|56.17\|1.30\|55.45\|57.70\|54.62\|525641;2026-04-03\|55.44\|-1.30\|55.96\|56.87\|55.00\|324268;2026-04-07\|56.70\|2.27\|55.70\|57.36\|55.31\|379872;2026-04-08\|58.27\|2.77\|56.18\|58.37\|55.66\|590988;2026-04-09\|57.65\|-1.06\|58.13\|59.17\|57.03\|499803;2026-04-10\|59.64\|3.45\|58.00\|60.66\|57.88\|762971;2026-04-13\|62.10\|4.12\|59.43\|62.47\|59.43\|768397;2026-04-14\|64.53\|3.91\|62.50\|64.64\|61.77\|760424;2026-04-15\|61.80\|-4.23\|64.68\|64.68\|61.50\|732551;2026-04-16\|65.32\|5.70\|62.55\|66.66\|62.00\|917480;2026-04-17\|66.65\|2.04\|65.78\|68.40\|65.74\|852878;2026-04-20\|66.82\|0.26\|66.00\|67.70\|65.39\|578897;2026-04-21\|70.71\|5.82\|70.00\|73.30\|68.71\|1367064;2026-04-22\|70.73\|0.03\|70.00\|71.22\|69.02\|853743;2026-04-23\|67.97\|-3.90\|70.09\|70.29\|66.97\|851190;2026-04-24\|73.70\|8.43\|67.90\|74.77\|67.60\|1351006;2026-04-27\|73.65\|-0.07\|73.50\|75.46\|73.00\|1006084;2026-04-28\|72.53\|-1.52\|74.61\|75.09\|72.00\|768752;2026-04-29\|75.52\|4.12\|73.00\|75.80\|71.07\|1168530;2026-04-30\|80.03\|5.97\|75.00\|81.19\|74.49\|1306785;2026-05-06\|81.71\|2.10\|80.03\|82.49\|78.40\|1208117;2026-05-07\|79.06\|-3.24\|80.28\|80.55\|77.51\|1216578;2026-05-08\|76.05\|-3.81\|78.30\|80.83\|76.00\|1020733;2026-05-11\|77.37\|1.74\|76.83\|78.27\|75.57\|804775;2026-05-12\|74.75\|-3.39\|77.86\|77.99\|73.60\|868375;2026-05-13\|74.38\|-0.49\|74.01\|76.20\|73.60\|766615;2026-05-14\|70.69\|-4.96\|73.68\|74.38\|70.68\|847469;2026-05-15\|69.11\|-2.24\|71.06\|71.42\|68.86\|700172;2026-05-18\|69.38\|0.39\|68.85\|71.16\|68.20\|570799;2026-05-19\|66.58\|-4.04\|68.50\|68.50\|65.61\|691412;2026-05-20\|68.16\|2.37\|65.76\|69.39\|65.26\|761690;2026-05-21\|65.78\|-3.49\|68.48\|69.38\|65.68\|644388;2026-05-22\|66.52\|1.12\|65.78\|66.83\|64.68\|512094;2026-05-25\|66.67\|0.23\|67.07\|68.08\|65.79\|533716;2026-05-26\|66.40\|-0.41\|66.00\|66.85\|64.20\|498142;2026-05-27\|64.48\|-2.89\|66.47\|67.80\|64.20\|595372;2026-05-28\|64.39\|-0.14\|65.62\|66.30\|62.50\|537589;2026-05-29\|62.88\|-2.35\|64.71\|65.39\|62.62\|488075;2026-06-01\|62.17\|-1.13\|62.88\|64.29\|62.05\|449104;2026-06-02\|61.29\|-1.42\|62.07\|62.33\|59.28\|548125;2026-06-03\|60.98\|-0.51\|60.50\|61.97\|60.04\|432099;2026-06-04\|59.46\|-2.49\|60.53\|60.60\|59.17\|430926;2026-06-05\|59.06\|-0.67\|59.46\|61.20\|57.81\|574124;2026-06-08\|56.20\|-4.84\|58.00\|59.96\|54.87\|573546;2026-06-09\|60.01\|6.78\|57.00\|60.86\|55.70\|739523;2026-06-10\|59.48\|-0.88\|59.50\|61.60\|58.47\|708033;2026-06-11\|61.00\|2.56\|59.26\|62.60\|58.66\|926710;2026-06-12\|62.50\|2.46\|61.00\|63.42\|60.15\|990334;2026-06-15\|63.72\|1.95\|62.99\|64.27\|61.85\|930168;2026-06-16\|63.99\|0.42\|63.14\|65.00\|62.00\|795034;2026-06-17\|64.04\|0.08\|64.49\|65.82\|63.60\|707654;2026-06-18\|62.18\|-2.90\|62.82\|64.09\|61.61\|746908;2026-06-22\|64.97\|4.49\|59.05\|65.00\|58.58\|934530;2026-06-23\|61.32\|-5.62\|64.53\|65.25\|61.03\|693784;2026-06-24\|66.13\|7.84\|61.32\|66.50\|60.71\|969650;2026-06-25\|64.64\|-2.25\|66.00\|67.44\|64.03\|847014;2026-06-26\|58.92\|-8.85\|64.10\|65.00\|58.89\|880824;2026-06-29\|59.87\|1.61\|58.20\|60.79\|56.79\|601196;2026-06-30\|61.32\|2.42\|59.90\|62.46\|59.13\|580665;2026-07-01\|62.29\|1.58\|61.80\|63.45\|59.42\|694243;2026-07-02\|60.01\|-3.66\|62.00\|62.50\|59.83\|544007;2026-07-03\|58.66\|-2.25\|61.00\|61.42\|58.63\|491595;2026-07-06\|58.91\|0.43\|58.97\|61.11\|58.00\|513184;2026-07-07\|59.19\|0.48\|59.50\|60.65\|58.54\|462369;2026-07-08\|53.27\|-10.00\|58.26\|58.29\|53.27\|668240;2026-07-09\|49.79\|-6.53\|52.33\|52.48\|47.94\|960796;2026-07-10\|47.80\|-4.00\|49.00\|50.15\|47.77\|688298;2026-07-13\|45.61\|-4.58\|47.24\|47.50\|44.92\|599038;2026-07-14\|47.35\|3.81\|45.88\|47.37\|44.75\|525483;2026-07-15\|47.43\|0.17\|47.94\|49.10\|47.02\|754792;2026-07-16\|49.34\|4.03\|46.45\|50.98\|45.15\|848784;2026-07-17\|46.99\|-4.76\|48.45\|50.22\|46.99\|672134;2026-07-20\|42.29\|-10.00\|46.01\|46.13\|42.29\|761516;2026-07-21\|43.69\|3.31\|40.99\|43.78\|40.44\|752714;2026-07-22\|43.53\|-0.37\|42.83\|44.30\|42.60\|371437
84444	碳酸锂最新价格17万元/吨，最近10天上涨超8%	涨停揭秘：碳酸锂价格突破17万元/吨，10日涨幅超8%，广期所主力合约强势上行；公司电池铝箔已批量供应宁德时代，应用于锂电正极与软包封装，受益于下游排产回暖与材料涨价传导；涨停缘由：锂电铝箔技术壁垒高，公司产能持续释放，2026年Q1出货量环比增长35%；锂价反弹强化中游材料议价能力与盈利修复预期；资金逻辑：资金回流锂电池上游材料，4月24日及27日连续涨停，主力净流入超3.35亿元，量能创年内新高；风险提示：铝箔行业扩产加剧竞争，加工费承压；锂价反弹持续性存疑，若终端需求不及预期将压制材料涨价空间	国内铝箔和功能性薄膜行业的领先企业；公司电池铝箔产品已供应下游电池厂商，目前主要应用于锂离子电池正极、软包电池，已供应宁德时代	2026-03-12\|6.40\|2.07\|6.25\|6.45\|6.21\|523165;2026-03-13\|6.31\|-1.41\|6.38\|6.45\|6.27\|404553;2026-03-16\|6.42\|1.74\|6.29\|6.43\|6.23\|339507;2026-03-17\|6.26\|-2.49\|6.43\|6.59\|6.25\|333917;2026-03-18\|6.19\|-1.12\|6.25\|6.30\|6.10\|222106;2026-03-19\|6.01\|-2.91\|6.12\|6.20\|5.97\|320839;2026-03-20\|5.81\|-3.33\|6.01\|6.06\|5.80\|316691;2026-03-23\|5.38\|-7.40\|5.70\|5.73\|5.31\|406931;2026-03-24\|5.56\|3.35\|5.52\|5.58\|5.23\|325426;2026-03-25\|5.77\|3.78\|5.56\|5.80\|5.56\|279691;2026-03-26\|5.99\|3.81\|5.74\|6.09\|5.70\|547135;2026-03-27\|6.61\|10.35\|5.90\|6.66\|5.88\|1095620;2026-03-30\|6.94\|4.99\|6.77\|7.46\|6.69\|1671727;2026-03-31\|6.73\|-3.03\|6.90\|7.08\|6.72\|1204230;2026-04-01\|6.68\|-0.74\|6.90\|6.92\|6.53\|695664;2026-04-02\|6.49\|-2.84\|6.61\|6.66\|6.43\|446320;2026-04-03\|6.20\|-4.47\|6.52\|6.54\|6.15\|397310;2026-04-07\|6.67\|7.58\|6.28\|7.04\|6.21\|771780;2026-04-08\|6.80\|1.95\|6.65\|6.81\|6.50\|749380;2026-04-09\|6.96\|2.35\|6.70\|7.10\|6.68\|832747;2026-04-10\|7.08\|1.72\|6.90\|7.15\|6.84\|767677;2026-04-13\|7.21\|1.84\|7.00\|7.27\|6.99\|706605;2026-04-14\|7.22\|0.14\|7.16\|7.26\|6.97\|613795;2026-04-15\|7.50\|3.88\|7.34\|7.99\|7.15\|1463228;2026-04-16\|7.29\|-2.80\|7.37\|7.44\|7.20\|763947;2026-04-17\|7.35\|0.82\|7.22\|7.41\|7.14\|631124;2026-04-20\|7.39\|0.54\|7.24\|7.80\|7.24\|617696;2026-04-21\|7.33\|-0.81\|7.26\|7.59\|7.03\|681259;2026-04-22\|7.40\|0.95\|7.55\|7.87\|7.32\|1429049;2026-04-23\|7.18\|-2.97\|7.48\|7.54\|6.96\|923501;2026-04-24\|7.90\|10.03\|7.46\|8.05\|7.32\|1805408;2026-04-27\|8.99\|13.80\|7.93\|9.08\|7.88\|2028332;2026-04-28\|9.01\|0.22\|8.81\|9.60\|8.76\|1642103;2026-04-29\|9.73\|7.99\|8.78\|9.92\|8.54\|1756973;2026-04-30\|9.76\|0.31\|9.81\|10.07\|9.22\|1851586;2026-05-06\|9.93\|1.74\|9.74\|10.01\|9.44\|1393807;2026-05-07\|9.69\|-2.42\|9.70\|10.26\|9.42\|1508483;2026-05-08\|9.64\|-0.52\|9.46\|10.17\|9.42\|1040774;2026-05-11\|9.40\|-2.49\|9.59\|9.71\|9.25\|995018;2026-05-12\|9.12\|-2.98\|9.27\|9.35\|8.89\|767219;2026-05-13\|9.02\|-1.10\|9.00\|9.36\|8.93\|651101;2026-05-14\|8.68\|-3.77\|9.10\|9.11\|8.65\|597712;2026-05-15\|8.26\|-4.84\|8.61\|8.72\|8.16\|697914;2026-05-18\|8.17\|-1.09\|8.20\|8.37\|8.09\|538244;2026-05-19\|9.08\|11.14\|8.17\|9.53\|7.95\|1681683;2026-05-20\|9.00\|-0.88\|8.80\|9.25\|8.68\|1134550;2026-05-21\|8.50\|-5.56\|9.00\|9.24\|8.49\|794507;2026-05-22\|9.00\|5.88\|8.61\|9.17\|8.58\|939113;2026-05-25\|8.81\|-2.11\|8.99\|9.10\|8.75\|670356;2026-05-26\|8.71\|-1.02\|8.76\|8.92\|8.41\|625535;2026-05-27\|8.38\|-3.79\|8.60\|8.74\|8.30\|601646;2026-05-28\|8.63\|2.98\|8.33\|8.77\|8.24\|689187;2026-05-29\|8.23\|-4.63\|8.68\|8.70\|8.17\|577529;2026-06-01\|8.84\|7.41\|8.28\|9.37\|8.18\|1104535;2026-06-02\|9.14\|3.39\|8.88\|9.26\|8.45\|922359;2026-06-03\|8.93\|-2.30\|9.10\|9.48\|8.80\|927376;2026-06-04\|8.51\|-4.70\|8.86\|8.94\|8.40\|636897;2026-06-05\|8.64\|1.53\|8.53\|9.13\|8.23\|941624;2026-06-08\|8.20\|-5.09\|8.32\|8.57\|8.13\|607183;2026-06-09\|8.54\|4.15\|8.26\|8.71\|8.18\|586851;2026-06-10\|8.43\|-1.29\|8.41\|8.54\|8.22\|447228;2026-06-11\|8.17\|-3.08\|8.35\|8.47\|8.05\|490598;2026-06-12\|8.24\|0.86\|8.22\|8.55\|7.77\|880090;2026-06-15\|8.84\|7.28\|8.41\|8.96\|8.36\|810085;2026-06-16\|9.29\|5.09\|8.83\|9.45\|8.72\|866740;2026-06-17\|9.22\|-0.75\|9.15\|9.61\|9.09\|841825;2026-06-18\|9.33\|1.19\|9.14\|9.37\|8.98\|801129;2026-06-22\|9.27\|-0.64\|9.31\|9.35\|8.61\|994905;2026-06-23\|8.97\|-3.24\|9.26\|9.26\|8.84\|628861;2026-06-24\|9.09\|1.34\|8.93\|9.37\|8.55\|781569;2026-06-25\|10.08\|10.89\|9.29\|10.69\|9.28\|1728990;2026-06-26\|10.05\|-0.30\|10.28\|10.72\|10.02\|1366616;2026-06-29\|8.73\|-13.13\|10.26\|10.36\|8.56\|1529884;2026-06-30\|8.68\|-0.57\|8.61\|8.94\|8.45\|940021;2026-07-01\|8.70\|0.23\|8.63\|8.97\|8.31\|954094;2026-07-02\|8.60\|-1.15\|8.52\|9.00\|8.17\|933428;2026-07-03\|8.41\|-2.21\|8.69\|8.91\|8.39\|713288;2026-07-06\|8.57\|1.90\|8.42\|8.84\|8.35\|782894;2026-07-07\|8.80\|2.68\|8.50\|9.60\|8.48\|1139599;2026-07-08\|7.71\|-12.39\|8.89\|8.93\|7.70\|1112138;2026-07-09\|7.37\|-4.41\|7.70\|7.78\|6.93\|864306;2026-07-10\|6.99\|-5.16\|7.40\|7.45\|6.99\|555973;2026-07-13\|6.52\|-6.72\|6.92\|6.99\|6.49\|498389;2026-07-14\|6.58\|0.92\|6.50\|6.63\|6.35\|377327;2026-07-15\|6.49\|-1.37\|6.60\|6.73\|6.47\|456712;2026-07-16\|6.22\|-4.16\|6.40\|6.48\|6.18\|356666;2026-07-17\|5.87\|-5.63\|6.17\|6.23\|5.85\|386189;2026-07-20\|5.65\|-3.75\|6.02\|6.23\|5.53\|545680;2026-07-21\|5.87\|3.89\|5.66\|5.88\|5.23\|515751;2026-07-22\|5.86\|-0.17\|5.79\|5.93\|5.72\|207068
84443	碳酸锂最新价格17万元/吨，最近10天上涨超8%	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，公司掌握吸附+分盐+浓缩全链条膜技术，直接受益于盐湖提锂项目加速落地；涨停缘由：陶瓷膜、纳滤膜等核心组件已应用于多个盐湖提锂示范项目；技术适配原卤提锂新趋势；资源端合作持续深化；资金逻辑：资源涨价主线资金回流，4月24日主力净流入明显；机构调研频次显著增加，关注技术壁垒兑现进度；风险提示：盐湖项目投资周期长，订单落地节奏偏慢；膜材料国产替代进程受制于客户验证周期；环保政策变动带来运营风险	公司在盐湖提锂的技术包含原卤或老卤连交吸附工艺及设备、卤水分盐及锂的浓缩技术，公司自主开发的陶瓷膜、超滤膜、纳滤膜、反渗透膜等技术可以用于盐湖提锂	2026-03-12\|17.49\|-0.68\|17.65\|17.65\|17.45\|21707;2026-03-13\|17.41\|-0.46\|17.58\|17.80\|17.33\|21030;2026-03-16\|17.37\|-0.23\|17.40\|17.54\|17.21\|18638;2026-03-17\|16.97\|-2.30\|17.39\|17.47\|16.82\|21661;2026-03-18\|17.24\|1.59\|17.00\|17.25\|16.67\|15841;2026-03-19\|16.74\|-2.90\|17.10\|17.14\|16.67\|21488;2026-03-20\|16.43\|-1.85\|16.75\|16.94\|16.43\|22574;2026-03-23\|15.33\|-6.70\|16.20\|16.27\|15.15\|37704;2026-03-24\|15.88\|3.59\|15.64\|15.88\|15.40\|27456;2026-03-25\|16.03\|0.94\|15.90\|16.11\|15.87\|17279;2026-03-26\|15.86\|-1.06\|16.03\|16.18\|15.81\|16018;2026-03-27\|16.04\|1.13\|15.55\|16.19\|15.55\|21692;2026-03-30\|16.08\|0.25\|15.82\|16.15\|15.73\|21429;2026-03-31\|15.84\|-1.49\|16.01\|16.21\|15.78\|20698;2026-04-01\|16.24\|2.53\|16.08\|16.35\|16.02\|21948;2026-04-02\|15.97\|-1.66\|16.24\|16.24\|15.82\|16154;2026-04-03\|15.69\|-1.75\|15.88\|16.05\|15.63\|13315;2026-04-07\|15.73\|0.25\|15.65\|15.80\|15.54\|13839;2026-04-08\|16.36\|4.01\|15.99\|16.43\|15.95\|21483;2026-04-09\|16.15\|-1.28\|16.28\|16.45\|16.06\|15419;2026-04-10\|16.41\|1.61\|16.23\|16.50\|16.08\|16660;2026-04-13\|16.43\|0.12\|16.30\|16.43\|16.20\|13144;2026-04-14\|16.68\|1.52\|16.52\|16.70\|16.40\|15794;2026-04-15\|16.57\|-0.66\|16.76\|16.85\|16.57\|15811;2026-04-16\|16.81\|1.45\|16.77\|16.89\|16.55\|13673;2026-04-17\|16.81\|0.00\|16.80\|16.85\|16.70\|12862;2026-04-20\|16.60\|-1.25\|16.90\|16.90\|16.52\|27091;2026-04-21\|16.23\|-2.23\|16.51\|16.51\|16.15\|26713;2026-04-22\|16.36\|0.80\|16.13\|16.41\|16.13\|17446;2026-04-23\|16.24\|-0.73\|16.36\|16.36\|16.15\|14181;2026-04-24\|17.93\|10.41\|16.26\|18.58\|16.11\|103798;2026-04-27\|19.06\|6.30\|17.80\|19.65\|17.73\|129077;2026-04-28\|20.62\|8.18\|18.75\|20.77\|18.73\|168922;2026-04-29\|21.94\|6.40\|20.34\|22.18\|19.60\|174954;2026-04-30\|21.92\|-0.09\|21.95\|22.50\|21.09\|128272;2026-05-06\|21.49\|-1.96\|21.31\|21.85\|21.11\|119161;2026-05-07\|21.64\|0.70\|21.45\|22.17\|21.23\|78213;2026-05-08\|21.20\|-2.03\|21.54\|22.19\|20.92\|84468;2026-05-11\|20.66\|-2.55\|20.91\|21.36\|20.59\|86258;2026-05-12\|19.61\|-4.11\|20.65\|20.65\|19.60\|74374;2026-05-13\|20.58\|4.95\|19.61\|21.24\|19.15\|94942;2026-05-14\|20.10\|-2.33\|20.25\|20.60\|19.50\|79500;2026-05-15\|19.26\|-4.18\|19.98\|20.11\|19.11\|70043;2026-05-18\|19.07\|-0.99\|19.20\|19.68\|18.92\|49608;2026-05-19\|18.61\|-2.41\|19.07\|19.30\|18.25\|66230;2026-05-20\|18.80\|1.02\|18.43\|19.02\|18.14\|55538;2026-05-21\|17.83\|-5.16\|18.73\|18.83\|17.74\|58890;2026-05-22\|18.26\|2.41\|17.83\|18.40\|17.63\|38079;2026-05-25\|18.00\|-1.42\|18.22\|18.34\|17.74\|38570;2026-05-26\|17.90\|-0.56\|17.85\|18.08\|17.45\|36845;2026-05-27\|18.04\|0.78\|17.90\|18.84\|17.70\|82716;2026-05-28\|19.76\|9.53\|18.06\|20.75\|18.01\|156043;2026-05-29\|18.38\|-6.98\|19.58\|19.58\|18.27\|112773;2026-06-01\|17.86\|-2.83\|18.38\|18.50\|17.80\|56915;2026-06-02\|17.53\|-1.85\|17.86\|17.92\|17.10\|49914;2026-06-03\|17.13\|-2.28\|17.42\|17.43\|16.96\|47296;2026-06-04\|17.23\|0.58\|16.89\|17.53\|16.89\|46146;2026-06-05\|17.68\|2.61\|17.23\|18.04\|16.76\|56281;2026-06-08\|17.21\|-2.66\|17.42\|18.24\|16.91\|69762;2026-06-09\|17.25\|0.23\|17.39\|17.60\|16.81\|43130;2026-06-10\|17.45\|1.16\|17.06\|17.51\|16.81\|43577;2026-06-11\|17.45\|0.00\|17.27\|17.64\|16.91\|44384;2026-06-12\|17.24\|-1.20\|17.66\|17.90\|17.11\|50525;2026-06-15\|17.90\|3.83\|17.36\|18.12\|17.30\|54646;2026-06-16\|18.02\|0.67\|17.82\|18.25\|17.38\|56420;2026-06-17\|17.32\|-3.88\|18.00\|18.37\|17.24\|73480;2026-06-18\|17.09\|-1.33\|17.37\|17.45\|16.60\|48305;2026-06-22\|17.34\|1.46\|16.95\|17.35\|16.47\|50648;2026-06-23\|17.22\|-0.69\|17.15\|17.47\|17.04\|29737;2026-06-24\|16.67\|-3.19\|17.22\|17.23\|16.38\|44596;2026-06-25\|16.46\|-1.26\|16.67\|16.89\|16.12\|37391;2026-06-26\|16.03\|-2.61\|16.40\|16.45\|15.81\|37564;2026-06-29\|16.14\|0.69\|16.02\|16.44\|15.73\|34801;2026-06-30\|16.53\|2.42\|16.03\|16.54\|15.82\|36070;2026-07-01\|17.34\|4.90\|16.52\|17.70\|16.51\|60562;2026-07-02\|17.25\|-0.52\|17.20\|17.92\|16.91\|47163;2026-07-03\|17.08\|-0.99\|17.17\|17.36\|16.96\|28161;2026-07-06\|16.92\|-0.94\|17.06\|17.23\|16.73\|30069;2026-07-07\|16.35\|-3.37\|16.84\|17.00\|16.28\|25015;2026-07-08\|15.59\|-4.65\|16.28\|16.31\|15.59\|31258;2026-07-09\|15.36\|-0.58\|15.45\|15.65\|14.95\|29120;2026-07-10\|17.11\|11.39\|15.62\|18.43\|15.62\|182878;2026-07-13\|18.78\|9.76\|17.00\|19.50\|16.86\|243535;2026-07-14\|17.36\|-7.56\|17.96\|17.99\|16.58\|156768;2026-07-15\|17.33\|-0.17\|17.30\|17.49\|16.61\|106092;2026-07-16\|18.65\|7.62\|17.05\|19.18\|16.90\|163873;2026-07-17\|17.51\|-6.11\|18.38\|18.65\|17.30\|120602;2026-07-20\|17.01\|-2.86\|17.51\|18.43\|16.16\|145935;2026-07-21\|16.04\|-5.70\|17.07\|17.18\|14.77\|14663035;2026-07-22\|15.48\|-3.49\|15.88\|16.04\|15.12\|6924671
84442	碳酸锂最新价格17万元/吨，最近10天上涨超8%	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-12\|51.36\|0.29\|51.70\|52.68\|50.56\|260480;2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747;2026-07-20\|53.33\|-6.47\|57.22\|58.08\|51.99\|530250;2026-07-21\|55.82\|4.67\|54.00\|55.90\|50.74\|469964;2026-07-22\|56.43\|1.09\|54.80\|57.16\|54.50\|236572
84441	碳酸锂最新价格17万元/吨，最近10天上涨超8%	业绩高增+碳酸锂+盐湖提锂+资产聚焦行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月23日年报及2026年4月23日一季报，公司2025年营收24.30亿元、净利润5.12亿元，分别同比增长48.22%、123.00%；2026年一季度营收8.48亿元、净利润1.8亿元，分别同比增长47.88%、42.73%，主因塔中矿业产能释放及金属价格上行。 2、据2026年4月23日年报，公司通过控股珠峰香港持股87.5%全资控股阿根廷项目公司，安赫莱斯盐湖拥有205万吨碳酸锂当量资源，正在实施新增2.5万吨/年碳酸锂产能扩建。 3、据2026年4月25日公告，公司拟以7000万美元出售阿根廷托萨公司100%股权，交易完成后将集中资源聚焦安赫莱斯盐湖项目，提升资产质量与运营效率。	公司旗下阿根廷的锂钾公司名下安赫莱斯卤水锂矿锂盐产品开发的扩产项目，该盐湖采矿权的资源储量为204.9万吨碳酸锂当量	2026-03-12\|18.64\|-1.48\|18.80\|18.81\|18.31\|380024;2026-03-13\|18.40\|-1.29\|18.51\|19.29\|18.30\|534849;2026-03-16\|17.67\|-3.97\|18.08\|18.18\|17.25\|537914;2026-03-17\|17.31\|-2.04\|17.67\|18.15\|17.30\|344773;2026-03-18\|16.88\|-2.48\|17.32\|17.42\|16.55\|393606;2026-03-19\|15.70\|-6.99\|16.46\|16.46\|15.60\|526899;2026-03-20\|15.61\|-0.57\|15.70\|16.18\|15.48\|413360;2026-03-23\|14.71\|-5.77\|15.00\|15.55\|14.59\|500331;2026-03-24\|15.65\|6.39\|15.21\|15.68\|14.87\|503456;2026-03-25\|15.81\|1.02\|16.00\|16.20\|15.63\|450118;2026-03-26\|15.89\|0.51\|15.71\|16.45\|15.67\|477275;2026-03-27\|17.48\|10.01\|15.68\|17.48\|15.61\|1040453;2026-03-30\|17.73\|1.43\|17.56\|18.07\|17.51\|908191;2026-03-31\|17.02\|-4.00\|17.65\|17.72\|17.00\|573270;2026-04-01\|16.95\|-0.41\|17.32\|17.38\|16.79\|394570;2026-04-02\|17.16\|1.24\|16.82\|17.58\|16.63\|542992;2026-04-03\|16.51\|-3.79\|17.12\|17.30\|16.46\|363625;2026-04-07\|16.74\|1.39\|16.52\|16.89\|16.26\|326998;2026-04-08\|17.70\|5.73\|17.18\|17.75\|17.11\|490978;2026-04-09\|17.60\|-0.56\|17.44\|17.90\|17.21\|382475;2026-04-10\|17.82\|1.25\|17.69\|18.20\|17.60\|529047;2026-04-13\|18.34\|2.92\|17.72\|18.49\|17.68\|651569;2026-04-14\|19.11\|4.20\|18.55\|19.29\|18.37\|741175;2026-04-15\|18.99\|-0.63\|19.73\|20.21\|18.46\|965201;2026-04-16\|20.51\|8.00\|19.34\|20.58\|19.17\|1211288;2026-04-17\|21.71\|5.85\|20.51\|21.90\|20.50\|1107640;2026-04-20\|21.35\|-1.66\|21.67\|22.20\|21.20\|773541;2026-04-21\|21.29\|-0.28\|21.76\|21.89\|21.13\|672291;2026-04-22\|22.80\|7.09\|21.00\|22.94\|20.70\|1076133;2026-04-23\|20.52\|-10.00\|22.00\|22.00\|20.52\|481302;2026-04-24\|22.57\|9.99\|19.28\|22.57\|19.28\|1823146;2026-04-27\|24.83\|10.01\|22.80\|24.83\|22.80\|1194803;2026-04-28\|25.10\|1.09\|24.92\|26.00\|24.53\|1583821;2026-04-29\|27.61\|10.00\|25.24\|27.61\|24.70\|1367450;2026-04-30\|27.58\|-0.11\|27.93\|28.28\|26.94\|1410287;2026-05-06\|26.48\|-3.99\|27.17\|27.58\|26.17\|1558099;2026-05-07\|25.62\|-3.25\|26.48\|26.50\|24.70\|1325906;2026-05-08\|24.47\|-4.49\|25.60\|26.66\|24.30\|1265983;2026-05-11\|24.14\|-1.35\|24.71\|25.30\|23.97\|915375;2026-05-12\|23.47\|-2.78\|24.44\|24.55\|23.14\|752051;2026-05-13\|22.90\|-2.43\|23.47\|23.65\|22.85\|766193;2026-05-14\|21.76\|-4.98\|22.92\|23.16\|21.71\|749081;2026-05-15\|21.23\|-2.44\|21.60\|22.25\|21.02\|764182;2026-05-18\|21.23\|0.00\|21.04\|21.80\|20.50\|630745;2026-05-19\|20.30\|-4.38\|21.05\|21.18\|20.08\|701288;2026-05-20\|20.59\|1.43\|20.29\|21.09\|19.73\|842976;2026-05-21\|19.93\|-3.21\|20.73\|21.08\|19.91\|605978;2026-05-22\|20.46\|2.66\|20.23\|20.50\|19.75\|483302;2026-05-25\|19.77\|-3.37\|20.50\|20.64\|19.66\|546994;2026-05-26\|19.68\|-0.46\|19.50\|19.88\|18.92\|569019;2026-05-27\|18.82\|-4.37\|19.58\|19.80\|18.69\|481788;2026-05-28\|18.62\|-1.06\|18.88\|19.15\|18.12\|441667;2026-05-29\|18.15\|-2.52\|18.79\|18.98\|18.00\|452613;2026-06-01\|17.88\|-1.49\|18.15\|18.40\|17.84\|355645;2026-06-02\|17.81\|-0.39\|18.06\|18.10\|17.05\|469686;2026-06-03\|17.81\|0.00\|17.65\|18.25\|17.55\|420210;2026-06-04\|17.20\|-3.42\|17.55\|17.60\|16.94\|515866;2026-06-05\|17.00\|-1.16\|17.20\|17.70\|16.61\|525483;2026-06-08\|16.09\|-5.35\|16.69\|17.26\|15.71\|536205;2026-06-09\|16.56\|2.92\|16.25\|16.68\|15.82\|541638;2026-06-10\|16.63\|0.42\|16.38\|17.45\|16.33\|683145;2026-06-11\|17.20\|3.43\|16.63\|17.80\|16.62\|1077453;2026-06-12\|17.87\|3.90\|17.26\|18.36\|17.20\|1197916;2026-06-15\|17.93\|0.34\|18.00\|18.48\|17.51\|1044517;2026-06-16\|18.43\|2.79\|17.83\|18.75\|17.39\|999627;2026-06-17\|17.91\|-2.82\|18.35\|18.52\|17.74\|757405;2026-06-18\|17.42\|-2.74\|17.75\|18.05\|17.28\|648421;2026-06-22\|18.41\|5.68\|17.02\|18.44\|16.74\|950229;2026-06-23\|17.39\|-5.54\|18.50\|18.60\|17.31\|762849;2026-06-24\|17.85\|2.65\|17.25\|18.05\|16.80\|719251;2026-06-25\|16.29\|-8.74\|17.60\|17.69\|16.28\|948145;2026-06-26\|14.84\|-8.90\|16.56\|16.58\|14.76\|889690;2026-06-29\|14.72\|-0.81\|14.70\|15.04\|14.33\|576380;2026-06-30\|15.24\|3.53\|14.60\|15.29\|14.56\|526088;2026-07-01\|15.51\|1.77\|15.30\|15.55\|14.80\|588076;2026-07-02\|15.14\|-2.39\|15.47\|15.60\|15.11\|498541;2026-07-03\|15.04\|-0.66\|15.35\|15.50\|15.02\|434404;2026-07-06\|14.85\|-1.26\|15.08\|15.80\|14.81\|649158;2026-07-07\|14.29\|-3.77\|14.81\|15.03\|14.16\|401600;2026-07-08\|13.50\|-5.53\|14.24\|14.28\|13.50\|477749;2026-07-09\|13.40\|-0.74\|13.49\|13.71\|12.77\|487936;2026-07-10\|13.25\|-1.12\|13.36\|13.68\|13.17\|452242;2026-07-13\|12.49\|-5.74\|13.15\|13.17\|12.40\|449504;2026-07-14\|12.81\|2.56\|12.60\|12.83\|12.26\|389124;2026-07-15\|12.62\|-1.48\|12.84\|12.97\|12.56\|349265;2026-07-16\|12.24\|-2.86\|12.50\|12.62\|12.18\|321680;2026-07-17\|11.61\|-5.15\|12.24\|12.35\|11.60\|433244;2026-07-20\|11.18\|-3.70\|11.75\|11.82\|11.01\|475985;2026-07-21\|12.14\|8.59\|11.19\|12.24\|11.05\|746954;2026-07-22\|12.30\|1.32\|12.12\|12.40\|11.98\|365065
84440	碳酸锂最新价格17万元/吨，最近10天上涨超8%	半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	公司为全球六氟磷酸锂龙头之一，表示对固态电池保持高度关注，并具备部分材料产业化的能力；拥有“氟资源→氢氟酸及电子级氢氟酸→氟化锂→六氟磷酸锂→锂电池”完整的产业链	2026-03-12\|30.38\|-0.88\|30.35\|30.80\|29.85\|681808;2026-03-13\|30.85\|1.55\|30.13\|31.80\|30.12\|929805;2026-03-16\|30.55\|-0.97\|30.21\|31.24\|30.01\|974380;2026-03-17\|28.66\|-6.19\|29.86\|30.30\|28.11\|839456;2026-03-18\|27.29\|-4.78\|28.67\|28.89\|26.89\|786001;2026-03-19\|25.66\|-5.97\|26.88\|26.99\|25.30\|706662;2026-03-20\|26.12\|1.79\|25.80\|27.65\|25.63\|942531;2026-03-23\|25.62\|-1.91\|25.69\|26.80\|25.52\|570880;2026-03-24\|26.13\|1.99\|26.22\|26.56\|24.73\|609143;2026-03-25\|26.58\|1.72\|25.88\|26.64\|25.86\|539091;2026-03-26\|27.63\|3.95\|26.60\|28.88\|26.50\|1113902;2026-03-27\|28.48\|3.08\|27.01\|28.98\|26.92\|992684;2026-03-30\|28.85\|1.30\|28.46\|29.27\|27.90\|822092;2026-03-31\|27.82\|-3.57\|28.46\|28.88\|27.81\|546985;2026-04-01\|28.05\|0.83\|28.15\|28.75\|27.03\|649609;2026-04-02\|27.77\|-1.00\|27.77\|28.66\|27.61\|518746;2026-04-03\|27.08\|-2.48\|28.15\|28.45\|26.70\|442784;2026-04-07\|27.39\|1.14\|27.55\|27.85\|27.05\|357877;2026-04-08\|28.18\|2.88\|27.80\|28.48\|27.40\|603556;2026-04-09\|27.50\|-2.41\|27.97\|28.12\|26.56\|649086;2026-04-10\|28.26\|2.76\|27.78\|28.86\|27.50\|942733;2026-04-13\|28.67\|1.45\|27.90\|28.96\|27.81\|797195;2026-04-14\|30.88\|7.71\|29.08\|30.88\|28.80\|1242614;2026-04-15\|30.04\|-2.72\|30.88\|31.09\|29.71\|1059563;2026-04-16\|30.10\|0.20\|30.28\|30.75\|29.53\|977693;2026-04-17\|30.01\|-0.30\|30.35\|30.59\|29.53\|705869;2026-04-20\|30.12\|0.37\|30.00\|30.48\|29.80\|660288;2026-04-21\|31.95\|6.08\|30.25\|32.38\|29.54\|1606788;2026-04-22\|31.91\|-0.13\|31.68\|32.30\|31.35\|1022983;2026-04-23\|30.04\|-5.86\|31.71\|31.87\|29.82\|1227351;2026-04-24\|33.04\|9.99\|30.54\|33.04\|30.15\|1992115;2026-04-27\|34.52\|4.48\|33.63\|34.89\|33.52\|2285323;2026-04-28\|33.76\|-2.20\|34.18\|34.40\|33.00\|1550031;2026-04-29\|35.87\|6.25\|33.33\|36.30\|33.33\|2116764;2026-04-30\|36.31\|1.23\|35.90\|36.69\|34.75\|1825695;2026-05-06\|38.12\|4.98\|35.95\|39.00\|35.38\|1858054;2026-05-07\|37.54\|-1.52\|37.40\|38.04\|36.65\|1468894;2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888;2026-07-13\|36.99\|-10.00\|36.99\|37.43\|36.99\|315609;2026-07-14\|36.08\|-2.46\|33.29\|36.46\|33.29\|2108710;2026-07-15\|33.88\|-6.10\|36.08\|36.60\|33.76\|1448753;2026-07-16\|31.92\|-5.79\|33.03\|33.98\|31.64\|1115007;2026-07-17\|31.24\|-2.13\|31.90\|32.89\|31.02\|1354109;2026-07-20\|28.12\|-9.99\|31.66\|32.00\|28.12\|1357499;2026-07-21\|30.13\|7.15\|28.20\|30.18\|25.49\|1634330;2026-07-22\|30.67\|1.79\|29.60\|30.84\|29.49\|810372
84439	碳酸锂最新价格17万元/吨，最近10天上涨超8%	一季报大增+锂电+特钢行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月28日一季报，公司一季度营收24.29亿元、同比增长35.82%，归母净利润4.89亿元、同比增长155.48%。 2、据2026年4月28日年报，公司依托自有锂矿建成采矿—选矿—电池级碳酸锂一体化产业链，产品获多家锂电正极、电池及整车龙头长期订单。 3、据2026年4月28日年报，公司不锈钢棒线材国内市占率稳居前三，持续开发进口替代特钢材料，形成“特钢新材料+锂电新能源”双主业格局。	公司锂电新能源板块已建成涵盖采矿、选矿、碳酸锂加工三大业务在内的新能源产业链	2026-03-12\|71.59\|-3.61\|73.45\|74.00\|70.51\|150567;2026-03-13\|69.81\|-2.49\|71.20\|73.40\|69.75\|118486;2026-03-16\|67.59\|-3.18\|69.47\|70.30\|65.48\|185410;2026-03-17\|65.84\|-2.59\|67.80\|68.79\|65.53\|137273;2026-03-18\|63.49\|-3.57\|66.29\|66.50\|62.52\|147632;2026-03-19\|58.22\|-8.30\|62.52\|62.65\|57.74\|252273;2026-03-20\|61.60\|5.81\|58.79\|64.04\|58.31\|272816;2026-03-23\|64.00\|3.90\|61.00\|65.75\|60.12\|303773;2026-03-24\|69.54\|8.66\|65.50\|70.04\|65.20\|302435;2026-03-25\|72.41\|4.13\|70.86\|73.02\|68.11\|228679;2026-03-26\|73.83\|1.96\|71.89\|75.80\|70.20\|227159;2026-03-27\|81.21\|10.00\|73.89\|81.21\|73.89\|227438;2026-03-30\|80.17\|-1.28\|81.50\|82.88\|78.50\|248810;2026-03-31\|74.82\|-6.67\|78.73\|78.98\|74.43\|227182;2026-04-01\|73.45\|-1.83\|74.70\|75.70\|72.99\|184904;2026-04-02\|73.88\|0.59\|74.45\|76.56\|71.50\|180450;2026-04-03\|72.59\|-1.75\|73.50\|74.94\|71.42\|126055;2026-04-07\|71.86\|-1.01\|72.51\|73.00\|70.93\|106373;2026-04-08\|71.86\|0.00\|71.04\|72.15\|70.04\|204264;2026-04-09\|70.25\|-2.24\|72.83\|72.84\|68.70\|163155;2026-04-10\|71.77\|2.16\|69.78\|74.99\|68.72\|205456;2026-04-13\|75.92\|5.78\|71.77\|77.54\|71.54\|247217;2026-04-14\|77.75\|2.41\|75.52\|77.80\|73.23\|193214;2026-04-15\|75.67\|-2.68\|77.52\|78.18\|75.00\|165400;2026-04-16\|78.90\|4.27\|77.00\|80.10\|75.90\|177190;2026-04-17\|74.83\|-5.16\|79.00\|81.65\|73.90\|262465;2026-04-20\|74.74\|-0.12\|75.48\|78.46\|73.70\|201803;2026-04-21\|73.86\|-1.18\|75.73\|75.99\|73.20\|170225;2026-04-22\|73.15\|-0.96\|73.01\|74.80\|72.38\|166302;2026-04-23\|71.10\|-2.80\|73.00\|74.99\|70.75\|191055;2026-04-24\|78.21\|10.00\|71.00\|78.21\|70.75\|224020;2026-04-27\|81.36\|4.03\|78.50\|82.30\|78.21\|226241;2026-04-28\|76.18\|-6.37\|77.70\|77.70\|73.50\|267993;2026-04-29\|83.80\|10.00\|76.22\|83.80\|76.22\|201033;2026-04-30\|87.24\|4.11\|85.75\|89.80\|85.35\|303962;2026-05-06\|88.39\|1.32\|87.48\|89.88\|85.00\|268053;2026-05-07\|82.94\|-6.17\|88.00\|88.66\|80.76\|346297;2026-05-08\|79.65\|-3.97\|82.40\|85.42\|79.49\|230605;2026-05-11\|79.63\|-0.03\|79.00\|81.46\|78.03\|226209;2026-05-12\|78.49\|-1.43\|80.00\|80.40\|76.26\|214338;2026-05-13\|75.90\|-3.30\|78.49\|79.10\|74.60\|274193;2026-05-14\|73.63\|-2.99\|75.50\|76.67\|73.58\|172666;2026-05-15\|72.64\|-1.34\|73.60\|75.33\|72.14\|185926;2026-05-18\|74.30\|2.29\|72.30\|75.51\|71.40\|195146;2026-05-19\|71.18\|-4.20\|73.00\|73.51\|69.20\|199044;2026-05-20\|71.45\|0.38\|69.98\|72.51\|68.57\|199150;2026-05-21\|67.85\|-5.04\|71.91\|72.35\|67.82\|149365;2026-05-22\|67.90\|0.07\|67.85\|68.20\|66.90\|125558;2026-05-25\|66.42\|-2.18\|68.17\|68.60\|65.93\|164911;2026-05-26\|66.72\|0.45\|66.03\|67.12\|64.01\|154591;2026-05-27\|64.15\|-3.85\|66.29\|67.88\|63.80\|140275;2026-05-28\|63.28\|-1.36\|64.55\|66.09\|61.40\|134110;2026-05-29\|62.46\|-0.68\|63.40\|64.64\|62.05\|161100;2026-06-01\|61.80\|-1.06\|62.61\|63.05\|61.31\|107111;2026-06-02\|60.69\|-1.80\|61.80\|61.86\|59.26\|112946;2026-06-03\|61.05\|0.59\|60.69\|61.97\|59.52\|108790;2026-06-04\|60.00\|-1.72\|60.56\|61.75\|59.44\|129007;2026-06-05\|58.95\|-1.75\|59.92\|60.60\|58.27\|145071;2026-06-08\|55.95\|-5.09\|57.87\|59.63\|54.82\|149522;2026-06-09\|60.54\|8.20\|56.50\|61.39\|55.88\|208889;2026-06-10\|59.88\|-1.09\|60.39\|63.56\|59.57\|234711;2026-06-11\|62.83\|4.93\|59.70\|64.84\|59.24\|302845;2026-06-12\|65.49\|4.23\|63.50\|67.02\|62.18\|282349;2026-06-15\|65.40\|-0.14\|66.99\|67.10\|62.80\|314905;2026-06-16\|62.85\|-3.90\|64.49\|64.64\|62.51\|228096;2026-06-17\|61.92\|-1.48\|62.84\|63.76\|61.65\|170298;2026-06-18\|61.15\|-1.24\|61.17\|62.60\|60.25\|153835;2026-06-22\|61.47\|0.52\|58.00\|61.77\|56.88\|257965;2026-06-23\|59.28\|-3.56\|60.86\|62.38\|58.88\|190009;2026-06-24\|64.21\|8.32\|59.00\|65.02\|57.52\|322081;2026-06-25\|60.48\|-5.81\|63.86\|64.86\|60.26\|220279;2026-06-26\|56.53\|-6.53\|60.41\|61.20\|56.30\|197795;2026-06-29\|56.56\|0.05\|56.68\|57.17\|53.91\|162885;2026-06-30\|56.64\|0.14\|56.00\|59.66\|55.12\|209552;2026-07-01\|58.89\|3.97\|56.65\|59.50\|54.00\|267186;2026-07-02\|62.45\|6.05\|58.62\|63.63\|57.33\|317425;2026-07-03\|60.27\|-3.49\|64.00\|64.60\|59.13\|302888;2026-07-06\|57.98\|-3.80\|60.00\|61.80\|57.85\|196419;2026-07-07\|58.83\|1.47\|57.63\|62.39\|57.63\|257720;2026-07-08\|53.24\|-9.50\|58.02\|58.50\|53.00\|255674;2026-07-09\|50.77\|-4.64\|53.14\|53.58\|48.70\|267498;2026-07-10\|48.26\|-4.94\|49.98\|50.66\|48.20\|212220;2026-07-13\|46.09\|-4.50\|48.00\|48.35\|45.98\|160229;2026-07-14\|46.15\|0.13\|46.19\|46.50\|44.75\|183505;2026-07-15\|44.90\|-2.71\|46.26\|46.50\|44.76\|149624;2026-07-16\|44.26\|-1.43\|44.37\|45.30\|43.95\|127623;2026-07-17\|42.54\|-3.89\|44.17\|44.95\|42.50\|150656;2026-07-20\|40.66\|-4.42\|42.56\|42.79\|39.83\|199825;2026-07-21\|41.90\|3.05\|40.67\|42.10\|39.50\|201156;2026-07-22\|43.11\|2.89\|41.41\|43.44\|41.35\|114995
84438	碳酸锂最新价格17万元/吨，最近10天上涨超8%	锂矿+固态电池+一季报扭亏行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年6月18日互动易，公司正全力推动亚洲最大硬岩型单体锂矿木绒锂矿的开发建设，该矿已于2026年4月启动施工，建成后将实现锂矿资源的大幅度增量供给，生产成本预计保持行业较低水平。 2、据2026年6月3日机构调研，公司在固态电池关键材料领域积极布局，已规划新建2500吨金属锂产能，目前正推动项目进展，并持续加强与下游固态电池应用客户的合作。 3、据2026年4月30日一季报，公司实现营收32.84亿元，同比增长378.58%；归母净利润4.64亿元，同比扭亏为盈。	公司在阿根廷的SDLA盐湖项目年产能为2500吨碳酸锂当量，为在产项目，目前生产情况正常；除此之外，公司在阿根廷还投资了多个盐湖勘探项目，包括Pocitos、Arizaro盐湖项目等	2026-03-12\|39.91\|-3.11\|41.10\|41.28\|39.09\|350953;2026-03-13\|40.37\|1.15\|40.10\|42.20\|40.03\|395611;2026-03-16\|39.03\|-3.32\|39.97\|40.98\|37.53\|412307;2026-03-17\|38.65\|-0.97\|38.92\|39.87\|37.70\|265182;2026-03-18\|38.03\|-1.60\|38.63\|38.97\|36.82\|341309;2026-03-19\|35.51\|-6.63\|37.19\|37.48\|35.01\|509000;2026-03-20\|35.17\|-0.96\|35.66\|36.99\|34.88\|468699;2026-03-23\|35.45\|0.80\|33.93\|36.70\|33.58\|527614;2026-03-24\|35.95\|1.41\|36.00\|36.45\|34.01\|422659;2026-03-25\|36.15\|0.56\|36.60\|36.84\|35.06\|484918;2026-03-26\|38.39\|6.20\|35.81\|38.87\|35.70\|671452;2026-03-27\|42.23\|10.00\|38.50\|42.23\|38.22\|557384;2026-03-30\|42.08\|-0.36\|43.00\|44.00\|41.58\|796428;2026-03-31\|40.10\|-4.71\|41.33\|41.89\|39.70\|575287;2026-04-01\|39.43\|-1.67\|40.20\|40.77\|38.41\|435437;2026-04-02\|39.69\|0.66\|39.12\|41.11\|38.89\|493364;2026-04-03\|38.99\|-1.76\|39.69\|40.15\|37.54\|415203;2026-04-07\|38.80\|-0.49\|39.36\|39.50\|37.73\|307269;2026-04-08\|39.54\|1.91\|38.69\|39.70\|38.13\|482640;2026-04-09\|39.00\|-1.37\|40.05\|40.60\|38.33\|436652;2026-04-10\|40.78\|4.56\|39.20\|41.00\|38.97\|616983;2026-04-13\|44.86\|10.00\|41.99\|44.86\|41.99\|696917;2026-04-14\|48.48\|8.07\|46.01\|48.57\|45.32\|943757;2026-04-15\|46.27\|-4.56\|47.97\|48.00\|45.40\|695178;2026-04-16\|49.80\|7.63\|47.74\|50.90\|47.13\|867059;2026-04-17\|50.30\|1.00\|49.58\|51.47\|49.30\|760555;2026-04-20\|49.70\|-1.19\|50.13\|50.83\|49.04\|491895;2026-04-21\|48.45\|-2.52\|49.70\|50.15\|48.38\|568120;2026-04-22\|48.00\|-0.93\|47.94\|49.43\|47.40\|451816;2026-04-23\|46.30\|-3.54\|48.47\|48.47\|45.40\|482824;2026-04-24\|50.93\|10.00\|46.01\|50.93\|46.01\|650045;2026-04-27\|52.12\|2.34\|51.01\|53.36\|50.93\|635613;2026-04-28\|51.03\|-2.09\|52.23\|52.77\|50.06\|404861;2026-04-29\|54.63\|7.05\|50.11\|55.54\|49.80\|706490;2026-04-30\|60.09\|9.99\|55.26\|60.09\|55.26\|889360;2026-05-06\|62.14\|3.41\|60.76\|63.13\|58.90\|801019;2026-05-07\|59.60\|-4.09\|61.81\|62.00\|58.06\|750819;2026-05-08\|57.52\|-3.49\|59.40\|61.91\|57.15\|671107;2026-05-11\|57.81\|0.50\|58.66\|59.30\|56.80\|577303;2026-05-12\|56.89\|-1.59\|57.88\|58.36\|55.70\|514534;2026-05-13\|55.00\|-3.32\|57.00\|57.32\|54.16\|678804;2026-05-14\|52.81\|-3.98\|54.75\|55.27\|52.60\|505136;2026-05-15\|51.06\|-3.31\|52.70\|53.95\|50.66\|563056;2026-05-18\|51.45\|0.76\|51.00\|53.39\|50.00\|464393;2026-05-19\|48.82\|-5.11\|50.53\|50.60\|48.22\|547213;2026-05-20\|51.56\|5.61\|48.39\|52.90\|47.68\|723659;2026-05-21\|48.98\|-5.00\|50.80\|52.10\|48.82\|573865;2026-05-22\|49.11\|0.27\|48.79\|49.65\|47.67\|434792;2026-05-25\|48.51\|-1.22\|49.45\|50.20\|48.00\|436330;2026-05-26\|49.23\|1.48\|47.51\|50.43\|46.72\|534085;2026-05-27\|47.74\|-3.03\|49.18\|49.99\|47.35\|417433;2026-05-28\|47.16\|-1.21\|48.69\|49.60\|45.80\|422359;2026-05-29\|45.45\|-3.63\|47.48\|47.98\|45.20\|464159;2026-06-01\|43.76\|-3.72\|45.34\|45.85\|43.65\|474651;2026-06-02\|43.16\|-1.37\|43.83\|43.98\|41.60\|413387;2026-06-03\|43.81\|1.51\|42.70\|44.82\|42.25\|379003;2026-06-04\|42.49\|-3.01\|43.44\|43.65\|42.00\|313847;2026-06-05\|43.55\|2.49\|42.76\|44.89\|41.36\|519801;2026-06-08\|42.62\|-2.14\|43.00\|45.02\|41.56\|497506;2026-06-09\|46.88\|10.00\|43.51\|46.88\|42.70\|609148;2026-06-10\|47.70\|1.75\|47.70\|49.08\|47.10\|916410;2026-06-11\|50.98\|6.88\|47.70\|52.20\|46.53\|1024290;2026-06-12\|51.08\|0.20\|50.00\|54.05\|49.10\|1014912;2026-06-15\|51.63\|1.08\|51.10\|53.47\|49.15\|896591;2026-06-16\|48.81\|-5.46\|50.52\|50.55\|48.80\|839726;2026-06-17\|48.30\|-1.04\|48.81\|50.19\|47.87\|590618;2026-06-18\|45.74\|-5.30\|47.00\|49.08\|45.57\|810523;2026-06-22\|46.98\|2.71\|44.72\|47.01\|42.52\|952597;2026-06-23\|43.05\|-8.37\|46.01\|46.20\|42.90\|691248;2026-06-24\|47.36\|10.01\|43.05\|47.36\|42.52\|789165;2026-06-25\|46.51\|-1.79\|46.88\|49.50\|46.30\|822246;2026-06-26\|42.35\|-8.94\|46.48\|46.70\|42.25\|675590;2026-06-29\|42.57\|0.52\|41.53\|43.29\|40.05\|591519;2026-06-30\|44.83\|5.31\|42.95\|46.57\|42.45\|649251;2026-07-01\|45.65\|1.83\|44.85\|46.43\|43.16\|628179;2026-07-02\|43.60\|-4.49\|45.67\|45.90\|43.46\|465451;2026-07-03\|42.10\|-3.44\|44.45\|44.80\|42.03\|449180;2026-07-06\|41.43\|-1.59\|41.93\|44.41\|41.40\|519603;2026-07-07\|42.38\|2.29\|42.50\|44.00\|41.61\|532413;2026-07-08\|38.14\|-10.00\|41.00\|41.98\|38.14\|571271;2026-07-09\|35.55\|-6.79\|36.03\|37.30\|34.33\|879923;2026-07-10\|34.10\|-4.08\|35.00\|35.69\|34.05\|672775;2026-07-13\|32.19\|-5.60\|34.09\|34.09\|31.90\|476487;2026-07-14\|33.08\|2.76\|32.70\|33.18\|31.65\|412922;2026-07-15\|31.11\|-5.96\|33.08\|33.20\|31.00\|456191;2026-07-16\|30.17\|-3.02\|30.81\|31.20\|29.95\|443078;2026-07-17\|28.88\|-4.28\|30.10\|30.86\|28.60\|447714;2026-07-20\|25.99\|-10.01\|28.71\|29.00\|25.99\|554077;2026-07-21\|27.39\|5.39\|26.09\|27.50\|24.59\|629070;2026-07-22\|27.72\|1.20\|27.10\|28.38\|26.86\|310758
84437	碳酸锂最新价格17万元/吨，最近10天上涨超8%	盐湖提锂+锂矿布局+金属镍+固废回收行业原因：据证券日报4月24日报道，2026年一季度，锂矿板块7家公司一季度业绩均较上年同期有大幅改善，行业回暖态势显著。碳酸锂价格震荡走高，头部锂矿、盐湖提锂企业迎来盈利修复。公司原因： 1、据2025年8月30日半年报，公司捌千错盐湖提锂项目采用“国际领先水平”电化学脱嵌法技术，为全球首次实地应用；公司围绕盐湖锂矿已在西藏、阿根廷布局，并计划拓展西非尼日利亚及南部非洲硬岩型锂矿资源。 2、据2025年8月30日半年报，公司固危废资源化综合利用业务2025年上半年收入同比上升39.96%，产品主要为电解铜及含金物料。 3、据互动易，公司江西新金叶和汇盈两家企业金属镍设计产能6000吨/年。	公司新能源材料业务构建了上游锂资源开采提炼、下游废旧锂电池回收利用为一体的循环经济体系，已在国内西藏地区，海外阿根廷卡塔马卡省、萨尔塔省布局锂资源；西藏捌千错项目完成了年产2000吨碳酸锂产线的建设	2026-03-12\|6.24\|-1.27\|6.27\|6.30\|6.19\|232693;2026-03-13\|6.37\|2.08\|6.25\|6.44\|6.23\|375253;2026-03-16\|6.12\|-3.92\|6.31\|6.31\|6.04\|390192;2026-03-17\|6.05\|-1.14\|6.12\|6.25\|6.04\|266027;2026-03-18\|5.99\|-0.99\|6.11\|6.11\|5.91\|216170;2026-03-19\|5.68\|-5.18\|5.90\|5.95\|5.63\|285809;2026-03-20\|5.56\|-2.11\|5.73\|5.78\|5.47\|265118;2026-03-23\|5.33\|-4.14\|5.42\|5.65\|5.29\|278156;2026-03-24\|5.69\|6.75\|5.47\|5.70\|5.41\|326237;2026-03-25\|5.85\|2.81\|5.72\|5.87\|5.69\|252362;2026-03-26\|6.01\|2.73\|5.82\|6.24\|5.78\|459739;2026-03-27\|6.61\|9.98\|5.98\|6.61\|5.90\|590039;2026-03-30\|6.83\|3.33\|6.69\|7.05\|6.60\|1477130;2026-03-31\|6.60\|-3.37\|6.71\|6.86\|6.58\|921705;2026-04-01\|6.37\|-3.48\|6.65\|6.71\|6.32\|548447;2026-04-02\|6.42\|0.78\|6.31\|6.77\|6.30\|757620;2026-04-03\|6.04\|-5.92\|6.36\|6.46\|5.93\|558623;2026-04-07\|6.16\|1.99\|6.16\|6.22\|6.04\|360205;2026-04-08\|6.40\|3.90\|6.33\|6.40\|6.13\|342866;2026-04-09\|6.19\|-3.28\|6.33\|6.35\|6.06\|318801;2026-04-10\|6.26\|1.13\|6.29\|6.40\|6.17\|409706;2026-04-13\|6.51\|3.99\|6.23\|6.65\|6.16\|670620;2026-04-14\|6.66\|2.30\|6.49\|6.68\|6.44\|505945;2026-04-15\|6.44\|-3.30\|6.60\|6.69\|6.40\|375572;2026-04-16\|7.08\|9.94\|6.45\|7.08\|6.45\|618612;2026-04-17\|6.83\|-3.53\|6.96\|6.99\|6.73\|1017883;2026-04-20\|6.78\|-0.73\|6.78\|6.90\|6.73\|508546;2026-04-21\|6.68\|-1.47\|6.62\|6.88\|6.47\|745283;2026-04-22\|6.69\|0.15\|6.76\|6.97\|6.65\|650277;2026-04-23\|6.51\|-2.69\|6.71\|6.74\|6.24\|734862;2026-04-24\|7.16\|9.98\|6.50\|7.16\|6.38\|1637894;2026-04-27\|7.24\|1.12\|6.94\|7.50\|6.94\|1576734;2026-04-28\|7.11\|-1.80\|7.15\|7.36\|7.05\|815832;2026-04-29\|7.37\|3.66\|7.06\|7.42\|6.90\|1022071;2026-04-30\|7.72\|4.75\|7.38\|8.03\|7.33\|1293753;2026-05-06\|7.82\|1.30\|7.80\|7.95\|7.57\|1028858;2026-05-07\|7.52\|-3.84\|7.83\|7.94\|7.40\|837060;2026-05-08\|7.83\|4.12\|7.64\|8.27\|7.59\|1587880;2026-05-11\|7.78\|-0.64\|7.82\|7.89\|7.55\|1078411;2026-05-12\|7.39\|-5.01\|8.00\|8.00\|7.31\|935885;2026-05-13\|7.58\|2.57\|7.35\|8.13\|7.27\|1239663;2026-05-14\|7.05\|-6.99\|7.50\|7.50\|7.05\|888795;2026-05-15\|6.83\|-3.12\|6.95\|7.16\|6.75\|642223;2026-05-18\|6.68\|-2.20\|6.72\|6.82\|6.63\|413557;2026-05-19\|6.20\|-7.19\|6.63\|6.63\|6.15\|671603;2026-05-20\|6.22\|0.32\|6.16\|6.38\|5.98\|503998;2026-05-21\|6.01\|-3.38\|6.25\|6.59\|6.00\|582029;2026-05-22\|6.13\|2.00\|6.01\|6.18\|5.92\|367708;2026-05-25\|5.93\|-3.26\|6.14\|6.18\|5.88\|362624;2026-05-26\|5.86\|-1.18\|5.86\|5.91\|5.69\|285643;2026-05-27\|5.62\|-4.10\|5.85\|5.89\|5.55\|367589;2026-05-28\|5.70\|1.42\|5.60\|5.76\|5.58\|253635;2026-05-29\|5.59\|-1.93\|5.71\|5.80\|5.53\|331726;2026-06-01\|5.61\|0.36\|5.55\|5.68\|5.53\|238063;2026-06-02\|5.42\|-3.39\|5.60\|5.61\|5.28\|295109;2026-06-03\|5.37\|-0.92\|5.36\|5.46\|5.30\|207272;2026-06-04\|5.23\|-2.61\|5.37\|5.37\|5.18\|231929;2026-06-05\|5.26\|0.57\|5.21\|5.37\|5.11\|252290;2026-06-08\|5.02\|-4.56\|5.13\|5.26\|4.96\|262719;2026-06-09\|5.17\|2.99\|5.12\|5.20\|5.00\|218972;2026-06-10\|5.09\|-1.55\|5.12\|5.30\|5.01\|285790;2026-06-11\|5.14\|0.98\|5.04\|5.20\|4.98\|277177;2026-06-12\|5.23\|1.75\|5.23\|5.37\|5.09\|309644;2026-06-15\|5.42\|3.63\|5.28\|5.53\|5.28\|337198;2026-06-16\|5.41\|-0.18\|5.40\|5.49\|5.26\|256767;2026-06-17\|5.34\|-1.29\|5.36\|5.45\|5.28\|222752;2026-06-18\|5.18\|-3.00\|5.29\|5.29\|5.14\|233034;2026-06-22\|5.60\|8.11\|5.10\|5.69\|4.98\|577201;2026-06-23\|5.29\|-5.54\|5.55\|5.57\|5.25\|357021;2026-06-24\|5.41\|2.27\|5.28\|5.44\|5.12\|321155;2026-06-25\|5.13\|-5.18\|5.33\|5.45\|5.12\|322103;2026-06-26\|4.80\|-6.43\|5.08\|5.11\|4.80\|337503;2026-06-29\|4.80\|0.00\|4.76\|4.83\|4.58\|224690;2026-06-30\|4.86\|1.25\|4.77\|4.89\|4.72\|197224;2026-07-01\|4.99\|2.67\|4.86\|5.07\|4.76\|244706;2026-07-02\|4.95\|-0.80\|4.97\|5.09\|4.92\|221394;2026-07-03\|4.91\|-0.81\|5.00\|5.03\|4.85\|195768;2026-07-06\|4.95\|0.81\|4.94\|5.26\|4.91\|248826;2026-07-07\|4.82\|-2.63\|4.91\|5.01\|4.78\|190169;2026-07-08\|4.62\|-4.15\|4.80\|4.82\|4.61\|198501;2026-07-09\|4.54\|-1.73\|4.57\|4.65\|4.40\|196652;2026-07-10\|4.58\|0.88\|4.55\|4.68\|4.44\|193741;2026-07-13\|4.32\|-5.68\|4.56\|4.57\|4.31\|193335;2026-07-14\|4.43\|2.55\|4.32\|4.44\|4.24\|185522;2026-07-15\|4.40\|-0.68\|4.36\|4.48\|4.33\|186018;2026-07-16\|4.40\|0.00\|4.38\|4.49\|4.34\|163461;2026-07-17\|4.19\|-4.77\|4.38\|4.46\|4.16\|194769;2026-07-20\|4.01\|-4.30\|4.20\|4.25\|3.91\|262650;2026-07-21\|4.02\|0.25\|3.99\|4.04\|3.80\|234316;2026-07-22\|4.01\|-0.25\|3.97\|4.06\|3.94\|102047
84436	碳酸锂最新价格17万元/吨，最近10天上涨超8%	业绩预增+电池铝箔+电解铝行业原因： 1、美元指数跌穿四年新低，现货黄金突破5500美元/盎司再创纪录，贵金属比价效应带动铜、铝、锌等工业金属价格全线飙升。 2、全球资金战略性增配实物资产，对冲基金巨头Citadel首次布局工业金属，铜、铝、锌等期货价格持续刷新高点。公司原因： 1、据2026年1月29日公告，预计2025年归母净利润4.70-5.50亿元，同比增长56.15%-82.72%，主因动力电池铝箔需求旺盛、产销量大幅提升。 2、据2025年8月30日半年报，公司是全球最大电池铝箔制造商，产品用于锂电池正极集电体。 3、据2025年8月30日半年报，泰国及欧洲基地已投产，率先完成海外铝箔产业链一体化布局，外销收入占比约39%，对冲国际贸易风险。	国内锂电池用铝箔龙头企业；公司作为铝箔生产龙头企业，其电池铝箔产品可应用于钠电池领域，且公司下游有中科海钠等钠电池相关客户	2026-03-12\|21.53\|5.64\|20.32\|21.90\|20.26\|452718;2026-03-13\|20.88\|-3.02\|21.34\|22.08\|20.80\|408072;2026-03-16\|21.57\|3.30\|21.33\|22.30\|21.15\|449097;2026-03-17\|20.95\|-2.87\|21.50\|22.03\|20.90\|315121;2026-03-18\|19.91\|-4.96\|20.82\|21.03\|19.62\|357896;2026-03-19\|18.86\|-5.27\|19.65\|19.70\|18.70\|303603;2026-03-20\|19.82\|5.09\|19.00\|20.75\|18.60\|459824;2026-03-23\|19.72\|-0.50\|19.79\|20.71\|19.38\|420644;2026-03-24\|21.44\|8.72\|19.94\|21.60\|19.28\|461601;2026-03-25\|21.36\|-0.37\|21.60\|21.70\|21.00\|315260;2026-03-26\|21.83\|2.20\|21.30\|22.50\|21.15\|375850;2026-03-27\|21.88\|0.23\|21.40\|22.36\|21.03\|383352;2026-03-30\|23.28\|6.40\|22.20\|23.95\|22.20\|535802;2026-03-31\|22.16\|-4.81\|22.72\|23.20\|21.86\|426151;2026-04-01\|21.92\|-1.08\|22.58\|22.66\|21.36\|358023;2026-04-02\|22.48\|2.55\|21.78\|22.94\|21.70\|343650;2026-04-03\|22.01\|-2.09\|22.24\|22.31\|21.25\|259846;2026-04-07\|21.93\|-0.36\|22.20\|22.84\|21.30\|263507;2026-04-08\|22.58\|2.96\|22.09\|22.68\|22.00\|307812;2026-04-09\|23.71\|5.00\|22.28\|24.11\|21.74\|409730;2026-04-10\|24.21\|2.11\|23.71\|24.31\|23.37\|328187;2026-04-13\|24.40\|0.78\|23.86\|24.63\|23.33\|326514;2026-04-14\|24.90\|2.05\|24.38\|25.49\|24.13\|335421;2026-04-15\|24.70\|-0.80\|25.06\|25.88\|24.45\|278081;2026-04-16\|25.34\|2.59\|24.93\|25.74\|24.40\|440556;2026-04-17\|25.10\|-0.95\|25.09\|25.40\|24.40\|287137;2026-04-20\|26.18\|4.30\|24.84\|26.27\|24.77\|378547;2026-04-21\|25.98\|-0.76\|26.18\|27.05\|25.50\|314566;2026-04-22\|25.05\|-3.58\|26.60\|28.58\|24.89\|839308;2026-04-23\|24.50\|-2.20\|24.10\|24.96\|23.80\|549898;2026-04-24\|26.95\|10.00\|24.40\|26.95\|24.36\|526818;2026-04-27\|28.13\|4.38\|27.76\|28.44\|27.01\|597087;2026-04-28\|27.36\|-2.74\|28.30\|29.18\|27.15\|449778;2026-04-29\|28.56\|4.39\|26.95\|28.72\|26.51\|513961;2026-04-30\|29.76\|4.20\|28.45\|30.69\|28.07\|631722;2026-05-06\|32.55\|9.38\|30.20\|32.68\|29.88\|560667;2026-05-07\|31.32\|-3.78\|32.23\|33.50\|30.98\|642468;2026-05-08\|30.82\|-1.60\|31.10\|33.00\|30.78\|563770;2026-05-11\|30.80\|-0.06\|30.26\|31.69\|29.54\|586204;2026-05-12\|28.38\|-7.86\|30.39\|30.39\|28.08\|725853;2026-05-13\|28.61\|0.81\|28.38\|28.99\|27.88\|436328;2026-05-14\|29.00\|1.36\|28.28\|29.75\|27.61\|516832;2026-05-15\|30.00\|3.45\|28.38\|30.36\|28.31\|480837;2026-05-18\|28.59\|-4.70\|29.21\|29.30\|27.10\|419675;2026-05-19\|29.15\|1.96\|28.54\|29.50\|27.82\|330711;2026-05-20\|28.11\|-3.57\|29.15\|29.25\|26.63\|623826;2026-05-21\|26.29\|-6.47\|27.89\|28.28\|26.25\|481720;2026-05-22\|27.50\|4.60\|26.81\|27.63\|26.00\|352491;2026-05-25\|27.10\|-1.45\|27.66\|27.88\|26.82\|250892;2026-05-26\|27.70\|2.21\|26.86\|28.00\|26.72\|277496;2026-05-27\|27.49\|-0.76\|27.60\|28.28\|27.30\|269512;2026-05-28\|26.56\|-3.38\|27.30\|27.81\|26.09\|273164;2026-05-29\|26.45\|-0.41\|26.83\|27.26\|26.02\|215854;2026-06-01\|28.06\|6.09\|26.98\|29.10\|26.80\|438748;2026-06-02\|28.80\|2.64\|28.07\|28.88\|27.00\|369989;2026-06-03\|26.70\|-7.29\|28.68\|28.68\|26.30\|408949;2026-06-04\|25.25\|-5.43\|25.40\|26.62\|25.01\|568316;2026-06-05\|25.06\|-0.75\|25.13\|25.77\|24.66\|301484;2026-06-08\|23.55\|-6.03\|24.42\|25.35\|23.47\|374002;2026-06-09\|24.90\|5.73\|23.82\|25.13\|23.28\|331177;2026-06-10\|24.69\|-0.84\|24.75\|25.17\|24.16\|171989;2026-06-11\|25.23\|2.19\|24.52\|26.33\|24.50\|328829;2026-06-12\|26.47\|4.91\|25.47\|27.07\|25.16\|363842;2026-06-15\|26.55\|0.30\|26.80\|27.21\|26.19\|426851;2026-06-16\|26.72\|0.64\|26.60\|27.40\|26.14\|312459;2026-06-17\|26.04\|-2.54\|26.77\|26.80\|25.61\|282896;2026-06-18\|25.35\|-2.65\|25.68\|26.80\|25.26\|289298;2026-06-22\|27.17\|7.18\|25.15\|27.22\|24.52\|473196;2026-06-23\|27.39\|0.81\|27.68\|28.10\|26.30\|443160;2026-06-24\|27.70\|1.13\|27.40\|28.20\|24.80\|519172;2026-06-25\|29.14\|5.20\|27.40\|29.74\|26.90\|481141;2026-06-26\|26.90\|-7.69\|29.38\|29.50\|26.80\|373804;2026-06-29\|26.19\|-2.17\|26.50\|26.90\|24.95\|367160;2026-06-30\|26.01\|-0.69\|25.97\|26.87\|25.52\|190833;2026-07-01\|25.69\|-1.23\|26.00\|26.01\|24.01\|384972;2026-07-02\|25.20\|-1.91\|25.25\|26.30\|24.90\|254775;2026-07-03\|24.06\|-4.52\|25.43\|25.55\|24.05\|276711;2026-07-06\|23.71\|-1.45\|24.10\|25.80\|23.62\|270697;2026-07-07\|24.45\|3.12\|23.90\|25.75\|23.73\|388961;2026-07-08\|22.69\|-7.20\|24.40\|24.50\|22.49\|344151;2026-07-09\|21.80\|-3.92\|22.80\|22.99\|20.81\|530727;2026-07-10\|21.00\|-3.67\|21.66\|21.99\|21.00\|281781;2026-07-13\|20.25\|-3.57\|20.81\|20.97\|19.92\|345928;2026-07-14\|20.46\|1.04\|20.34\|20.56\|19.91\|205994;2026-07-15\|20.96\|2.44\|21.20\|21.91\|20.58\|335144;2026-07-16\|19.98\|-4.68\|21.10\|21.28\|19.93\|250506;2026-07-17\|19.35\|-3.15\|19.80\|20.09\|18.85\|297690;2026-07-20\|18.67\|-3.51\|19.80\|20.05\|18.43\|276269;2026-07-21\|19.62\|5.09\|18.67\|19.76\|17.80\|325983;2026-07-22\|19.60\|-0.10\|19.47\|19.89\|19.21\|110340
84435	碳酸锂最新价格17万元/吨，最近10天上涨超8%	隔膜龙头+固态电池+业绩增长行业原因：华泰期货指出，近期碳酸锂盘面价格反弹，碳酸锂供需偏紧格局尚未改变。供给扰动上，枧下窝用地预审被注销，复产预期下降，加剧了短期供需偏紧的格局。公司原因： 1、据2026年5月28日公告，公司拟收购爱思开电池材料科技江苏有限公司100%股权，标的公司拥有8条基膜产线，设计年产能约9.4亿平方米；据2026年6月9日公告，公司年产50亿平方米锂电池隔离膜的自贡项目已取得进展。 2、据2026年5月15日及5月14日公告，公司下属子公司具备半固态电池隔膜量产供应能力，并已发布复合骨架支撑固态电解质膜新产品；专注硫化物固态电解质膜产品的研发布局，并已建成相关产线。 3、据2026年4月23日年报，公司2025年锂电池隔离膜产品营业收入116.30亿元，同比增长40.89%；销量128.40亿平方米，同比增长45.50%；市场份额连续多年居行业首位，毛利率同比提升10.62个百分点。	公司目前硫化锂的中试产线已经搭建完成，正在产能爬坡中，目前硫化锂以自供为主，同时也在送样下游客户，小批量出货，会密切关注行业技术发展和动态，稳步推进公司全固态电池材料的拓展	2026-03-12\|70.89\|1.65\|69.39\|72.70\|68.60\|343886;2026-03-13\|72.99\|2.96\|71.48\|76.57\|71.23\|518210;2026-03-16\|71.66\|-1.82\|72.97\|74.50\|71.20\|332117;2026-03-17\|68.90\|-3.85\|71.66\|72.66\|68.00\|310308;2026-03-18\|68.79\|-0.16\|68.94\|70.84\|67.67\|285570;2026-03-19\|64.66\|-6.00\|68.23\|68.50\|63.68\|389870;2026-03-20\|66.65\|3.08\|64.76\|70.28\|64.20\|462625;2026-03-23\|66.00\|-0.98\|65.31\|68.37\|64.68\|410211;2026-03-24\|66.59\|0.89\|66.50\|67.45\|62.60\|319077;2026-03-25\|67.01\|0.63\|67.00\|68.48\|65.50\|339348;2026-03-26\|70.19\|4.75\|67.02\|72.77\|66.28\|489503;2026-03-27\|72.17\|2.82\|68.35\|72.17\|68.35\|413626;2026-03-30\|74.20\|2.81\|71.52\|74.61\|69.47\|399909;2026-03-31\|67.78\|-8.65\|73.00\|74.19\|67.76\|414639;2026-04-01\|66.87\|-1.34\|68.63\|70.10\|66.50\|316435;2026-04-02\|65.90\|-1.45\|66.60\|69.02\|65.13\|272371;2026-04-03\|66.23\|0.50\|65.68\|66.91\|64.13\|253361;2026-04-07\|69.79\|5.38\|66.25\|70.52\|65.60\|276291;2026-04-08\|68.94\|-1.22\|70.00\|70.40\|68.00\|376855;2026-04-09\|65.82\|-4.53\|69.18\|69.48\|65.80\|351603;2026-04-10\|66.79\|1.47\|65.51\|67.95\|65.13\|365871;2026-04-13\|66.88\|0.13\|65.93\|67.80\|65.25\|320444;2026-04-14\|70.70\|5.71\|67.48\|70.72\|67.26\|427533;2026-04-15\|70.76\|0.08\|72.00\|72.18\|69.58\|393512;2026-04-16\|71.38\|0.88\|71.58\|72.55\|70.06\|330264;2026-04-17\|71.67\|0.41\|70.94\|73.66\|70.60\|331656;2026-04-20\|72.15\|0.67\|71.49\|72.98\|70.45\|313719;2026-04-21\|75.84\|5.11\|72.60\|76.35\|70.61\|506624;2026-04-22\|74.74\|-1.45\|75.08\|77.78\|73.91\|400198;2026-04-23\|70.16\|-6.13\|74.00\|74.25\|69.60\|543622;2026-04-24\|77.18\|10.01\|70.50\|77.18\|70.10\|659558;2026-04-27\|80.85\|4.76\|80.24\|84.00\|80.01\|824301;2026-04-28\|78.51\|-2.89\|80.86\|81.25\|76.77\|470794;2026-04-29\|84.47\|7.59\|78.53\|85.89\|77.80\|656359;2026-04-30\|82.95\|-1.80\|84.00\|85.66\|82.01\|469539;2026-05-06\|87.55\|5.55\|83.78\|87.71\|82.91\|503665;2026-05-07\|85.31\|-2.56\|87.00\|87.49\|84.00\|498031;2026-05-08\|81.27\|-4.74\|83.78\|85.57\|80.72\|476477;2026-05-11\|81.79\|0.64\|80.30\|82.66\|79.78\|367850;2026-05-12\|83.42\|1.99\|81.50\|83.80\|78.23\|464865;2026-05-13\|81.43\|-2.39\|81.99\|82.83\|81.10\|280356;2026-05-14\|75.78\|-6.94\|79.93\|81.00\|75.77\|501972;2026-05-15\|76.45\|0.88\|75.10\|77.61\|74.21\|327926;2026-05-18\|75.40\|-1.37\|75.00\|76.69\|72.01\|309682;2026-05-19\|78.47\|4.07\|75.40\|78.80\|74.77\|335705;2026-05-20\|80.58\|2.69\|77.70\|81.48\|76.96\|382018;2026-05-21\|76.28\|-5.34\|80.58\|80.58\|76.13\|362668;2026-05-22\|73.27\|-3.95\|75.69\|76.25\|72.28\|401025;2026-05-25\|69.40\|-5.28\|72.35\|72.60\|67.06\|577316;2026-05-26\|70.32\|1.33\|68.96\|70.95\|67.11\|378728;2026-05-27\|72.04\|2.45\|70.00\|72.97\|69.58\|372177;2026-05-28\|71.81\|-0.32\|71.96\|74.42\|71.62\|306837;2026-05-29\|70.47\|-1.87\|71.13\|72.22\|69.60\|271619;2026-06-01\|69.04\|-2.03\|69.96\|72.35\|68.68\|240115;2026-06-02\|67.66\|-2.00\|69.17\|69.62\|66.48\|246196;2026-06-03\|66.36\|-1.92\|67.30\|68.06\|66.00\|246539;2026-06-04\|64.37\|-3.00\|66.00\|66.20\|64.20\|280150;2026-06-05\|63.31\|-1.65\|64.05\|65.66\|62.63\|259548;2026-06-08\|61.10\|-3.49\|61.99\|63.92\|59.93\|271865;2026-06-09\|62.94\|3.01\|62.10\|63.68\|60.50\|236167;2026-06-10\|61.02\|-3.05\|62.50\|63.58\|60.62\|193853;2026-06-11\|61.40\|0.62\|61.00\|64.08\|60.16\|280461;2026-06-12\|67.54\|10.00\|62.00\|67.54\|61.28\|474984;2026-06-15\|67.92\|0.56\|68.72\|69.33\|66.69\|477312;2026-06-16\|69.77\|2.72\|68.71\|70.77\|67.40\|418937;2026-06-17\|70.38\|0.87\|69.78\|70.55\|68.70\|325665;2026-06-18\|67.70\|-3.81\|69.78\|70.60\|67.60\|345776;2026-06-22\|72.05\|6.43\|66.92\|72.30\|65.25\|479671;2026-06-23\|68.81\|-4.50\|72.00\|72.50\|68.41\|312932;2026-06-24\|69.44\|0.92\|68.80\|70.30\|66.25\|318935;2026-06-25\|68.27\|-1.68\|69.38\|70.00\|67.69\|239957;2026-06-26\|62.86\|-7.92\|67.57\|68.25\|62.76\|339297;2026-06-29\|65.32\|3.91\|62.53\|66.30\|62.11\|276895;2026-06-30\|66.91\|2.43\|64.69\|67.53\|64.30\|221755;2026-07-01\|65.44\|-2.20\|67.02\|67.30\|63.19\|306371;2026-07-02\|65.02\|-0.64\|64.99\|67.90\|63.61\|273652;2026-07-03\|64.51\|-0.78\|65.65\|65.68\|63.72\|210689;2026-07-06\|65.00\|0.76\|63.01\|66.75\|62.11\|280071;2026-07-07\|67.72\|4.18\|66.30\|70.60\|66.30\|474081;2026-07-08\|60.95\|-10.00\|68.00\|68.30\|60.95\|440167;2026-07-09\|59.33\|-2.66\|59.01\|60.95\|57.29\|449725;2026-07-10\|54.80\|-7.64\|61.30\|62.24\|54.71\|516749;2026-07-13\|52.63\|-3.96\|54.50\|55.44\|52.40\|290876;2026-07-14\|53.70\|2.03\|52.63\|54.03\|51.28\|226872;2026-07-15\|54.96\|2.35\|53.78\|55.97\|53.43\|247924;2026-07-16\|51.33\|-6.60\|54.00\|54.44\|50.96\|248967;2026-07-17\|50.16\|-2.28\|51.19\|52.37\|49.65\|237203;2026-07-20\|48.00\|-4.31\|50.00\|50.20\|46.95\|260192;2026-07-21\|50.01\|4.19\|48.41\|50.19\|47.11\|247479;2026-07-22\|48.20\|-3.62\|49.18\|49.92\|47.57\|144369
84434	碳酸锂最新价格17万元/吨，最近10天上涨超8%	一季报大增+锂电隔膜+广东国资行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日一季报，公司营收13.34亿元、同比增160.46%，归母净利5.56亿元、同比增2694.74%，主因2月起并表金力新能源，锂电池隔膜业务形成新增长点。 2、据2026年3月5日机构调研，金力新能源2024年超薄高强隔膜市占率63%，中国湿法隔膜行业排名第二，已与宁德时代、比亚迪、国轩高科等建立稳定供货关系。 3、据2025年年度报告，公司控股股东为广东省广新控股集团，最终控制人为广东省人民政府，具备广东国资背景。	控股子公司金力新能源2024年超薄高强隔膜市占率63%，中国湿法隔膜行业排名第二，已与宁德时代、比亚迪、国轩高科等建立稳定供货关系	2026-03-12\|16.63\|4.59\|16.09\|17.04\|15.75\|943218;2026-03-13\|17.12\|2.95\|16.80\|17.80\|16.72\|909531;2026-03-16\|16.91\|-1.23\|16.77\|17.50\|16.67\|838804;2026-03-17\|16.09\|-4.85\|16.90\|17.16\|16.01\|845609;2026-03-18\|15.82\|-1.68\|16.10\|16.39\|15.42\|665353;2026-03-19\|14.98\|-5.31\|15.81\|15.82\|14.80\|571606;2026-03-20\|15.73\|5.01\|15.08\|16.17\|14.91\|870522;2026-03-23\|16.40\|4.26\|15.50\|17.28\|15.40\|941657;2026-03-24\|16.52\|0.73\|16.58\|16.87\|15.84\|581297;2026-03-25\|17.03\|3.09\|16.55\|17.44\|16.01\|747661;2026-03-26\|18.46\|8.40\|17.03\|18.73\|16.91\|880220;2026-03-27\|19.59\|6.12\|17.91\|19.75\|17.71\|1283115;2026-03-30\|19.15\|-2.25\|18.98\|19.47\|18.53\|868675;2026-03-31\|18.30\|-4.44\|19.09\|19.15\|18.10\|695043;2026-04-01\|17.96\|-1.86\|18.61\|18.67\|17.88\|595375;2026-04-02\|17.59\|-2.06\|17.90\|18.19\|17.28\|510631;2026-04-03\|17.37\|-1.25\|17.41\|17.75\|16.89\|484494;2026-04-07\|17.65\|1.61\|17.60\|17.92\|16.86\|623409;2026-04-08\|17.89\|1.36\|17.66\|18.17\|17.05\|758883;2026-04-09\|17.41\|-2.68\|17.53\|17.94\|17.12\|503923;2026-04-10\|18.12\|4.08\|17.53\|18.18\|17.14\|779654;2026-04-13\|19.36\|6.84\|17.94\|19.51\|17.83\|632465;2026-04-14\|18.88\|-2.48\|19.09\|19.23\|18.30\|572174;2026-04-15\|18.12\|-4.03\|19.00\|20.71\|18.00\|1547845;2026-04-16\|17.29\|-4.58\|17.55\|18.01\|16.87\|1096441;2026-04-17\|18.42\|6.54\|17.27\|18.89\|17.11\|1134118;2026-04-20\|18.04\|-2.06\|18.01\|18.35\|17.47\|862511;2026-04-21\|17.77\|-1.50\|18.01\|18.46\|17.40\|735552;2026-04-22\|18.21\|2.48\|17.61\|18.34\|17.51\|749662;2026-04-23\|17.26\|-5.22\|18.34\|18.38\|17.25\|645521;2026-04-24\|18.99\|10.02\|17.10\|18.99\|16.80\|1002584;2026-04-27\|19.72\|3.84\|19.10\|20.20\|19.08\|872102;2026-04-28\|19.35\|-1.88\|19.63\|19.80\|19.17\|574656;2026-04-29\|21.29\|10.03\|19.34\|21.29\|18.30\|1170756;2026-04-30\|20.99\|-1.41\|22.10\|22.25\|20.60\|1069806;2026-05-06\|21.25\|1.24\|21.06\|21.46\|20.66\|926682;2026-05-07\|20.89\|-1.69\|21.27\|21.34\|20.35\|752916;2026-05-08\|19.88\|-4.83\|20.69\|21.01\|19.80\|760884;2026-05-11\|20.39\|2.57\|19.99\|20.48\|19.52\|653909;2026-05-12\|20.06\|-1.62\|20.21\|20.33\|19.38\|621541;2026-05-13\|19.59\|-2.34\|19.80\|19.92\|19.40\|579081;2026-05-14\|17.63\|-10.01\|19.10\|19.24\|17.63\|1009631;2026-05-15\|16.97\|-3.74\|17.63\|17.76\|16.57\|861545;2026-05-18\|16.52\|-2.65\|16.73\|16.80\|16.21\|563837;2026-05-19\|16.71\|1.15\|16.41\|16.96\|15.99\|621367;2026-05-20\|17.14\|2.57\|16.52\|17.42\|16.42\|612542;2026-05-21\|15.44\|-9.92\|17.15\|17.35\|15.43\|993906;2026-05-22\|15.30\|-0.91\|15.27\|15.45\|14.76\|660837;2026-05-25\|15.01\|-1.90\|15.20\|15.24\|14.82\|606152;2026-05-26\|14.98\|-0.20\|14.98\|15.20\|14.44\|534041;2026-05-27\|15.03\|0.33\|14.86\|15.50\|14.80\|616548;2026-05-28\|15.29\|1.73\|15.04\|15.45\|14.98\|559262;2026-05-29\|14.76\|-3.47\|15.32\|15.34\|14.65\|475467;2026-06-01\|14.72\|-0.27\|14.68\|15.06\|14.53\|441158;2026-06-02\|14.58\|-0.95\|14.70\|14.73\|14.10\|408060;2026-06-03\|14.55\|-0.21\|14.76\|15.25\|14.42\|369849;2026-06-04\|14.15\|-2.75\|14.44\|14.54\|14.12\|366497;2026-06-05\|13.91\|-1.70\|14.14\|14.44\|13.76\|429988;2026-06-08\|13.71\|-1.44\|13.58\|14.15\|13.51\|440792;2026-06-09\|14.53\|5.98\|13.95\|14.62\|13.65\|732352;2026-06-10\|14.06\|-3.17\|14.40\|14.70\|13.95\|431332;2026-06-11\|14.00\|-0.43\|14.07\|14.34\|13.77\|382104;2026-06-12\|15.06\|7.57\|14.07\|15.25\|13.93\|834645;2026-06-15\|15.28\|1.46\|15.18\|15.52\|14.99\|915987;2026-06-16\|16.05\|5.04\|15.50\|16.36\|15.01\|974950;2026-06-17\|15.83\|-1.37\|15.77\|16.35\|15.66\|699139;2026-06-18\|15.31\|-3.28\|15.66\|15.84\|15.15\|685512;2026-06-22\|16.19\|5.75\|15.10\|16.24\|14.54\|888273;2026-06-23\|15.46\|-4.51\|15.92\|16.13\|15.36\|506890;2026-06-24\|15.46\|0.00\|15.30\|15.78\|15.05\|424612;2026-06-25\|14.80\|-4.27\|15.24\|15.43\|14.74\|540646;2026-06-26\|13.83\|-6.55\|14.65\|14.78\|13.83\|539652;2026-06-29\|14.21\|2.75\|13.83\|14.32\|13.68\|401748;2026-06-30\|14.35\|0.99\|14.08\|14.45\|13.93\|318811;2026-07-01\|14.28\|-0.49\|14.35\|14.64\|13.72\|457711;2026-07-02\|14.21\|-0.49\|14.13\|14.73\|14.00\|405873;2026-07-03\|13.76\|-3.17\|14.29\|14.29\|13.76\|394632;2026-07-06\|13.25\|-3.71\|13.60\|13.95\|13.25\|371225;2026-07-07\|14.58\|10.04\|14.14\|14.58\|14.01\|996218;2026-07-08\|13.13\|-9.95\|15.10\|15.25\|13.12\|1120611;2026-07-09\|12.50\|-4.80\|12.90\|13.20\|12.11\|810429;2026-07-10\|12.15\|-2.80\|12.50\|12.73\|12.15\|541544;2026-07-13\|11.68\|-3.87\|12.15\|12.25\|11.52\|411910;2026-07-14\|11.72\|0.34\|11.63\|11.74\|11.36\|303894;2026-07-15\|12.44\|6.14\|12.17\|12.84\|12.06\|691801;2026-07-16\|11.97\|-3.78\|12.03\|12.64\|11.90\|424014;2026-07-17\|11.52\|-3.76\|11.82\|12.05\|11.45\|378624;2026-07-20\|11.10\|-3.65\|11.52\|11.63\|10.88\|440922;2026-07-21\|11.70\|5.41\|11.11\|11.78\|11.01\|511008;2026-07-22\|11.46\|-2.05\|11.65\|11.74\|11.27\|213791
84433	碳酸锂最新价格17万元/吨，最近10天上涨超8%	电池铝箔+锂电池概念+扭亏为盈行业原因：美伊局势缓和推升有色及贵金属价格。据央视新闻，当地时间5月5日傍晚，美国总统特朗普在社交媒体上发文表示，美国在与伊朗达成一项全面且最终的协议方面已取得重大进展，双方现已达成共识。公司原因： 1、据2026年4月29日一季报，公司一季度归母净利润2589.99万元，同比扭亏为盈，营收5.27亿元，同比增长28.36%。 2、据2026年4月25日年报，安徽丽岛“年产8.6万吨新能源电池集流体材料项目”已投产并进入产能爬坡，电池箔产品已切入多家新能源企业供应链。 3、据2026年3月18日公告，安徽丽岛拟再投2.8亿元扩建电池铝箔产能，建设期10个月，投产后将提升市场占有率。	全资子公司丽岛新能源主要产品为铝带、箔材产品等，是利用铝箔等的良好导电性，用作锂电池的集流体材料	2026-03-12\|12.98\|-0.38\|13.06\|13.22\|12.93\|25115;2026-03-13\|13.46\|3.70\|13.01\|13.80\|12.90\|65629;2026-03-16\|13.28\|-1.34\|13.07\|13.70\|13.07\|85204;2026-03-17\|12.81\|-3.54\|13.26\|13.55\|12.80\|56546;2026-03-18\|12.68\|-1.01\|12.95\|13.00\|12.51\|42629;2026-03-19\|12.24\|-3.47\|12.66\|12.87\|12.16\|46509;2026-03-20\|11.72\|-4.25\|12.24\|12.47\|11.63\|53283;2026-03-23\|11.19\|-4.52\|11.72\|11.85\|11.10\|69109;2026-03-24\|12.31\|10.01\|11.44\|12.31\|11.20\|62300;2026-03-25\|13.02\|5.77\|12.91\|13.54\|12.80\|193301;2026-03-26\|14.32\|9.98\|13.18\|14.32\|13.15\|158820;2026-03-27\|13.86\|-3.21\|13.66\|13.98\|13.15\|256573;2026-03-30\|14.58\|5.19\|14.14\|15.03\|13.51\|326955;2026-03-31\|13.88\|-4.80\|14.24\|14.50\|13.85\|190148;2026-04-01\|15.27\|10.01\|13.90\|15.27\|13.90\|168787;2026-04-02\|14.77\|-3.27\|15.27\|15.27\|14.21\|216493;2026-04-03\|14.44\|-2.23\|14.70\|14.85\|14.20\|128216;2026-04-07\|14.29\|-1.04\|14.44\|14.55\|13.82\|115501;2026-04-08\|14.75\|3.22\|14.40\|15.24\|14.38\|161395;2026-04-09\|14.38\|-2.51\|14.52\|14.70\|14.21\|105626;2026-04-10\|14.45\|0.49\|14.51\|14.80\|14.00\|89463;2026-04-13\|14.08\|-2.56\|14.16\|14.44\|13.97\|88685;2026-04-14\|14.18\|0.71\|14.08\|14.30\|13.76\|83409;2026-04-15\|13.91\|-1.90\|14.28\|14.45\|13.80\|72856;2026-04-16\|14.18\|1.94\|13.98\|14.25\|13.80\|68317;2026-04-17\|13.77\|-2.89\|14.24\|14.78\|13.69\|113288;2026-04-20\|13.03\|-5.37\|13.39\|13.70\|12.86\|124950;2026-04-21\|12.64\|-2.99\|13.09\|13.10\|12.55\|75159;2026-04-22\|12.55\|-0.71\|12.48\|13.08\|12.42\|73560;2026-04-23\|12.59\|0.32\|12.50\|12.85\|12.13\|86134;2026-04-24\|13.85\|10.01\|12.58\|13.85\|12.45\|109808;2026-04-27\|12.47\|-9.96\|13.62\|13.62\|12.47\|112530;2026-04-28\|12.60\|1.04\|12.29\|13.59\|12.29\|146219;2026-04-29\|13.86\|10.00\|13.22\|13.86\|13.22\|121699;2026-04-30\|15.25\|10.03\|14.14\|15.25\|14.03\|240648;2026-05-06\|16.78\|10.03\|15.77\|16.78\|15.77\|103904;2026-05-07\|17.16\|2.26\|17.21\|18.46\|15.79\|455125;2026-05-08\|18.88\|10.02\|16.94\|18.88\|16.64\|400947;2026-05-11\|17.88\|-5.30\|18.59\|18.68\|17.15\|356942;2026-05-12\|16.81\|-5.98\|17.23\|17.36\|16.62\|235909;2026-05-13\|16.82\|0.06\|16.70\|17.09\|16.52\|189798;2026-05-14\|16.20\|-3.69\|16.56\|16.98\|16.11\|174303;2026-05-15\|15.88\|-1.98\|16.01\|16.37\|15.72\|133195;2026-05-18\|15.71\|-1.07\|15.60\|15.83\|15.47\|96130;2026-05-19\|15.58\|-0.83\|15.71\|15.89\|15.04\|120640;2026-05-20\|15.71\|0.83\|15.40\|16.13\|15.39\|122338;2026-05-21\|14.86\|-5.41\|15.58\|15.78\|14.81\|112040;2026-05-22\|15.40\|3.63\|14.96\|15.52\|14.80\|99531;2026-05-25\|15.09\|-2.01\|15.45\|15.71\|14.80\|78295;2026-05-26\|14.97\|-0.80\|14.91\|15.09\|14.50\|86973;2026-05-27\|14.54\|-2.87\|14.85\|14.89\|14.44\|59761;2026-05-28\|14.86\|2.20\|14.36\|15.00\|14.36\|80286;2026-05-29\|14.43\|-2.89\|14.82\|15.30\|14.40\|81279;2026-06-01\|15.04\|4.23\|14.32\|15.33\|14.30\|94172;2026-06-02\|14.97\|-0.47\|14.81\|15.05\|14.43\|82492;2026-06-03\|14.96\|-0.07\|14.81\|15.26\|14.68\|85895;2026-06-04\|14.54\|-2.81\|14.59\|14.80\|14.33\|62042;2026-06-05\|14.37\|-1.17\|14.46\|14.67\|14.03\|68200;2026-06-08\|13.66\|-4.94\|13.70\|14.15\|13.39\|68727;2026-06-09\|13.71\|0.37\|13.83\|13.83\|13.44\|48286;2026-06-10\|13.49\|-1.60\|13.60\|13.65\|13.15\|44169;2026-06-11\|13.35\|-1.04\|13.36\|13.58\|13.09\|43739;2026-06-12\|13.58\|1.72\|13.42\|13.82\|13.20\|57821;2026-06-15\|13.77\|1.40\|13.70\|14.05\|13.57\|54601;2026-06-16\|14.05\|2.03\|13.73\|14.23\|13.50\|54514;2026-06-17\|13.62\|-3.06\|14.01\|14.11\|13.39\|51808;2026-06-18\|13.20\|-3.08\|13.65\|13.66\|13.14\|48236;2026-06-22\|13.37\|1.29\|13.09\|13.43\|12.76\|63790;2026-06-23\|13.72\|2.62\|13.43\|13.92\|13.23\|79981;2026-06-24\|13.79\|0.51\|13.65\|13.95\|13.46\|76805;2026-06-25\|13.93\|1.02\|13.79\|14.13\|13.56\|88493;2026-06-26\|13.66\|-1.94\|13.81\|14.44\|13.63\|100775;2026-06-29\|13.48\|-1.32\|13.54\|13.89\|13.17\|75272;2026-06-30\|14.02\|4.01\|13.47\|14.05\|13.39\|71843;2026-07-01\|14.32\|2.14\|14.05\|14.60\|13.81\|86465;2026-07-02\|14.44\|0.84\|14.20\|14.56\|14.12\|68912;2026-07-03\|14.69\|1.73\|14.28\|14.72\|14.14\|79520;2026-07-06\|14.59\|-0.68\|14.70\|14.88\|14.35\|77233;2026-07-07\|15.23\|4.39\|14.50\|15.70\|13.51\|269846;2026-07-08\|13.71\|-9.98\|13.81\|14.43\|13.71\|90398;2026-07-09\|12.34\|-9.99\|12.56\|12.95\|12.34\|26385;2026-07-10\|11.18\|-9.40\|11.11\|11.78\|11.11\|211132;2026-07-13\|10.18\|-8.94\|10.80\|10.90\|10.06\|143367;2026-07-14\|10.62\|4.32\|10.16\|10.64\|9.95\|102152;2026-07-15\|10.40\|-2.07\|10.63\|10.69\|10.28\|77675;2026-07-16\|10.30\|-0.96\|10.33\|10.56\|10.21\|61607;2026-07-17\|9.88\|-4.08\|10.32\|10.43\|9.80\|70185;2026-07-20\|9.35\|-5.36\|9.98\|10.15\|9.17\|82520;2026-07-21\|9.49\|1.50\|9.39\|9.50\|8.66\|89173;2026-07-22\|9.44\|-0.53\|9.50\|9.59\|9.25\|33744
84432	碳酸锂最新价格17万元/吨，最近10天上涨超8%	锂矿+锂电池负极材料+一季报增长行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年3月24日年报，公司主营业务为锂矿采选，拥有国内持续在产的锂辉石大型矿山——康定市甲基卡锂辉石矿134号脉采矿权，具备资源储备和成本竞争优势。 2、据2026年4月28日公告，公司2026年一季度实现营业收入3.76亿元，同比增长295.77%；归母净利润2.78亿元，同比增长1296.26%。 3、据2026年3月24日公告，公司拟投资建设锂电池负极材料项目，已通过董事会审议，旨在进一步完善锂电池材料上下游产业链规划，打造链条化的新能源产业格局。	国内锂电材料全产业链领军企业；目前公司采矿产能为105万吨/年，选矿产能为45万吨/年，计划建设鸳鸯坝250万吨/年锂矿精选项目	2026-03-12\|56.70\|-1.15\|57.24\|57.75\|56.00\|85646;2026-03-13\|57.10\|0.71\|57.36\|60.22\|56.80\|153480;2026-03-16\|57.92\|1.44\|57.38\|58.16\|55.68\|137972;2026-03-17\|56.69\|-2.12\|58.00\|58.85\|56.61\|116208;2026-03-18\|55.70\|-1.75\|56.87\|57.22\|54.80\|86971;2026-03-19\|52.32\|-6.07\|54.87\|55.06\|51.90\|116793;2026-03-20\|53.08\|1.45\|53.00\|56.15\|52.21\|155222;2026-03-23\|53.27\|0.36\|51.99\|55.98\|51.90\|150373;2026-03-24\|58.60\|10.01\|57.41\|58.60\|56.66\|294520;2026-03-25\|64.46\|10.00\|63.00\|64.46\|62.60\|381633;2026-03-26\|70.91\|10.01\|67.06\|70.91\|65.62\|406672;2026-03-27\|78.00\|10.00\|73.33\|78.00\|72.72\|421223;2026-03-30\|81.98\|5.10\|83.35\|84.44\|80.03\|630410;2026-03-31\|76.28\|-6.95\|82.24\|82.80\|75.60\|520137;2026-04-01\|70.63\|-7.41\|75.00\|75.71\|70.25\|445671;2026-04-02\|72.32\|2.39\|70.67\|75.55\|69.11\|450096;2026-04-03\|71.29\|-1.42\|73.20\|73.40\|67.63\|328106;2026-04-07\|71.28\|-0.01\|71.43\|72.98\|70.07\|228881;2026-04-08\|71.68\|0.56\|69.92\|71.72\|68.00\|295555;2026-04-09\|73.05\|1.91\|71.96\|75.78\|69.50\|391695;2026-04-10\|73.17\|0.16\|73.00\|76.00\|71.88\|441340;2026-04-13\|78.32\|7.04\|72.93\|79.74\|72.69\|476565;2026-04-14\|79.50\|1.51\|77.54\|79.74\|76.35\|354159;2026-04-15\|75.28\|-5.31\|79.80\|80.15\|74.62\|340047;2026-04-16\|80.02\|6.30\|76.29\|81.80\|75.00\|371898;2026-04-17\|84.55\|5.66\|80.06\|88.02\|80.06\|409226;2026-04-20\|82.33\|-2.63\|85.14\|87.58\|81.50\|303919;2026-04-21\|80.67\|-2.02\|82.65\|84.88\|80.08\|333064;2026-04-22\|81.55\|1.09\|80.15\|82.00\|79.18\|241432;2026-04-23\|78.44\|-3.81\|81.35\|81.44\|77.56\|220384;2026-04-24\|86.28\|9.99\|78.97\|86.28\|78.00\|296814;2026-04-27\|90.42\|4.80\|89.03\|94.79\|88.39\|419317;2026-04-28\|90.26\|-0.18\|90.93\|93.00\|87.01\|340130;2026-04-29\|99.29\|10.00\|90.44\|99.29\|88.88\|399813;2026-04-30\|109.22\|10.00\|103.85\|109.22\|102.10\|338496;2026-05-06\|111.18\|1.79\|115.00\|115.00\|107.31\|475728;2026-05-07\|105.10\|-5.47\|111.18\|111.18\|103.08\|413040;2026-05-08\|99.10\|-5.71\|105.80\|108.66\|98.82\|438136;2026-05-11\|102.07\|3.00\|99.96\|102.07\|97.68\|396742;2026-05-12\|100.62\|-1.42\|101.63\|102.00\|96.68\|355596;2026-05-13\|97.50\|-3.10\|99.01\|102.78\|96.70\|331689;2026-05-14\|93.04\|-4.57\|96.50\|98.20\|93.04\|293120;2026-05-15\|91.66\|-1.48\|92.72\|95.27\|90.86\|286393;2026-05-18\|91.08\|-0.63\|90.99\|93.19\|89.49\|205171;2026-05-19\|87.85\|-3.55\|90.06\|90.70\|86.61\|208910;2026-05-20\|90.42\|2.93\|86.66\|91.79\|86.00\|299083;2026-05-21\|85.79\|-5.12\|90.40\|91.27\|85.66\|236770;2026-05-22\|85.54\|-0.29\|85.94\|87.00\|83.56\|179852;2026-05-25\|84.33\|-1.41\|86.16\|87.50\|83.88\|190044;2026-05-26\|83.10\|-1.46\|82.34\|84.50\|80.53\|199849;2026-05-27\|82.84\|-0.31\|83.00\|87.20\|82.01\|260109;2026-05-28\|81.81\|-1.24\|84.00\|85.60\|79.28\|190473;2026-05-29\|81.10\|-0.87\|82.30\|84.81\|80.30\|204932;2026-06-01\|81.52\|0.52\|80.05\|83.86\|79.50\|175071;2026-06-02\|80.34\|-1.45\|81.05\|81.79\|77.40\|179191;2026-06-03\|79.06\|-1.59\|79.30\|80.83\|78.28\|164962;2026-06-04\|76.10\|-3.74\|78.40\|78.70\|75.82\|181031;2026-06-05\|76.79\|0.91\|75.90\|79.50\|73.28\|225294;2026-06-08\|74.10\|-3.50\|75.19\|78.85\|72.59\|174009;2026-06-09\|78.89\|6.46\|75.43\|79.87\|74.30\|243363;2026-06-10\|79.19\|0.38\|79.08\|81.50\|77.85\|267062;2026-06-11\|83.55\|5.51\|79.19\|85.50\|78.01\|379011;2026-06-12\|89.74\|7.41\|83.66\|91.67\|82.50\|462704;2026-06-15\|90.90\|1.29\|90.00\|92.15\|86.00\|418473;2026-06-16\|88.13\|-3.05\|88.45\|91.00\|87.02\|301955;2026-06-17\|89.17\|1.18\|87.99\|92.56\|87.07\|290473;2026-06-18\|87.09\|-2.33\|86.20\|90.86\|85.20\|287307;2026-06-22\|89.88\|3.20\|82.55\|90.34\|79.00\|364580;2026-06-23\|84.90\|-5.54\|88.00\|89.52\|84.44\|218878;2026-06-24\|93.39\|10.00\|84.92\|93.39\|82.89\|305257;2026-06-25\|91.90\|-1.60\|96.11\|98.04\|91.51\|360585;2026-06-26\|82.71\|-10.00\|91.90\|92.98\|82.71\|307236;2026-06-29\|85.09\|2.88\|81.00\|86.90\|77.34\|301631;2026-06-30\|89.40\|5.07\|85.09\|91.81\|83.52\|271228;2026-07-01\|94.16\|5.32\|89.40\|95.73\|85.80\|358518;2026-07-02\|90.35\|-4.05\|93.77\|94.89\|90.00\|231703;2026-07-03\|91.59\|1.62\|93.34\|95.86\|90.10\|289870;2026-07-06\|94.40\|3.07\|89.00\|98.50\|87.80\|305350;2026-07-07\|97.60\|3.39\|97.97\|101.00\|96.10\|341911;2026-07-08\|87.84\|-10.00\|95.76\|96.57\|87.84\|263767;2026-07-09\|79.06\|-10.00\|82.00\|84.00\|79.06\|129508;2026-07-10\|71.15\|-10.01\|74.00\|74.88\|71.15\|369727;2026-07-13\|72.40\|1.76\|72.70\|73.06\|68.74\|310173;2026-07-14\|70.48\|-2.65\|71.01\|72.00\|67.00\|264776;2026-07-15\|66.42\|-5.76\|70.83\|71.92\|66.39\|239572;2026-07-16\|66.99\|0.86\|65.70\|69.06\|63.95\|263107;2026-07-17\|62.30\|-7.00\|66.00\|68.19\|62.04\|230520;2026-07-20\|56.07\|-10.00\|62.64\|62.69\|56.07\|273587;2026-07-21\|58.23\|3.85\|56.19\|58.48\|53.65\|250081;2026-07-22\|60.19\|3.37\|57.89\|61.40\|57.79\|154142
84431	碳酸锂最新价格17万元/吨，最近10天上涨超8%	氟化工概念+六氟磷酸锂+碘造影剂行业原因：据财闻援引韩媒消息，韩国无水氢氟酸生产商，包括Solbrain、ENF Technology、Huseong等，将自本月起开始从中国采购无水氢氟酸，价格较年初上涨约40%。业内人士透露，上述公司将向包括三星电子和SK海力士在内的半导体公司供应电子级氢氟酸，且价格预计将在6月和7月大幅上涨。公司原因： 1、据2026年5月15日早盘市场信息，氟化工概念股高开，公司通过投资关联方浙江健立化学有限公司涉足锂电池电解液核心材料六氟磷酸锂业务。 2、据2026年4月9日公告，健立化学一期年产1000吨六氟磷酸锂产线已于2025年12月投产，2026年3月首批出口产品报关，并已与一家国际知名电解液公司签订长期采购协议。 3、据2025年8月29日半年报及2026年4月30日年报，公司是国内规模最大、品种最全的非离子型碘造影剂原料药与制剂供应商，主营业务为造影剂系列产品的生产及销售。	1,、公司参股健立化学布局锂电池电解液、六氟磷酸锂催化剂，六氟磷酸锂项目已报批试生产验收； 2、公司是造影剂原料药龙头，专业从事X射线造影剂、喹诺酮类抗菌药等药物的原料药及中间体；拟转让2家控股子公司部分股权，加快外延式发展步伐	2026-03-12\|9.85\|-0.40\|9.88\|9.92\|9.79\|39761;2026-03-13\|9.88\|0.30\|9.80\|10.03\|9.78\|43828;2026-03-16\|9.95\|0.71\|9.87\|10.07\|9.85\|52572;2026-03-17\|9.82\|-1.31\|9.96\|10.07\|9.80\|48342;2026-03-18\|10.02\|2.04\|9.82\|10.04\|9.81\|55265;2026-03-19\|9.71\|-3.09\|9.99\|10.02\|9.68\|59976;2026-03-20\|9.55\|-1.65\|9.79\|9.81\|9.53\|67047;2026-03-23\|9.14\|-4.29\|9.59\|9.59\|9.13\|107825;2026-03-24\|9.60\|5.03\|9.29\|10.05\|9.29\|334614;2026-03-25\|9.36\|-2.50\|9.61\|9.75\|9.33\|228094;2026-03-26\|10.30\|10.04\|9.36\|10.30\|9.32\|384204;2026-03-27\|10.90\|5.83\|10.28\|11.00\|10.20\|679088;2026-03-30\|10.78\|-1.10\|10.60\|11.11\|10.58\|441201;2026-03-31\|10.77\|-0.09\|10.78\|11.28\|10.76\|434347;2026-04-01\|11.14\|3.44\|10.86\|11.18\|10.64\|489708;2026-04-02\|10.91\|-2.06\|11.01\|11.23\|10.80\|330958;2026-04-03\|10.53\|-3.48\|10.78\|10.85\|10.50\|263752;2026-04-07\|10.60\|0.66\|10.54\|10.73\|10.36\|197581;2026-04-08\|10.76\|1.51\|10.80\|10.85\|10.60\|191079;2026-04-09\|10.66\|-0.93\|10.68\|10.93\|10.59\|180261;2026-04-10\|10.87\|1.97\|10.74\|11.05\|10.56\|263289;2026-04-13\|10.58\|-2.67\|10.71\|10.78\|10.51\|195435;2026-04-14\|11.17\|5.58\|10.75\|11.41\|10.63\|398575;2026-04-15\|11.16\|-0.09\|11.35\|11.39\|10.95\|306118;2026-04-16\|11.10\|-0.54\|11.16\|11.16\|10.88\|222980;2026-04-17\|10.94\|-1.44\|11.02\|11.11\|10.85\|154278;2026-04-20\|10.96\|0.18\|10.95\|11.08\|10.82\|177762;2026-04-21\|10.73\|-2.10\|10.88\|10.95\|10.63\|156019;2026-04-22\|10.78\|0.47\|10.67\|10.78\|10.50\|144413;2026-04-23\|10.58\|-1.86\|10.74\|10.74\|10.53\|107541;2026-04-24\|11.64\|10.02\|10.58\|11.64\|10.55\|518120;2026-04-27\|11.75\|0.94\|11.65\|12.22\|11.65\|624973;2026-04-28\|11.82\|0.60\|11.70\|12.07\|11.70\|399027;2026-04-29\|11.90\|0.68\|11.85\|12.06\|11.55\|402514;2026-04-30\|12.08\|1.51\|11.96\|12.44\|11.96\|442609;2026-05-06\|12.33\|2.07\|12.25\|12.46\|12.07\|436790;2026-05-07\|12.11\|-1.78\|12.45\|12.59\|12.05\|352562;2026-05-08\|11.86\|-2.06\|11.76\|11.97\|11.72\|328120;2026-05-11\|12.11\|2.11\|11.87\|12.28\|11.63\|373195;2026-05-12\|11.90\|-1.73\|12.10\|12.34\|11.84\|270797;2026-05-13\|11.74\|-1.34\|11.89\|12.03\|11.67\|214918;2026-05-14\|12.33\|5.03\|11.88\|12.91\|11.64\|582288;2026-05-15\|13.56\|9.98\|12.34\|13.56\|12.21\|515733;2026-05-18\|12.95\|-4.50\|13.86\|13.86\|12.88\|753178;2026-05-19\|13.13\|1.39\|12.89\|13.84\|12.83\|585321;2026-05-20\|13.75\|4.72\|13.27\|14.37\|13.15\|675196;2026-05-21\|12.89\|-6.25\|13.44\|14.01\|12.80\|624242;2026-05-22\|12.64\|-1.94\|12.96\|13.31\|12.38\|422976;2026-05-25\|11.75\|-7.04\|12.60\|12.60\|11.38\|607938;2026-05-26\|11.20\|-4.68\|11.72\|11.72\|11.06\|314487;2026-05-27\|10.84\|-3.21\|11.20\|11.27\|10.73\|240761;2026-05-28\|10.70\|-1.29\|10.93\|11.10\|10.49\|231580;2026-05-29\|10.30\|-3.74\|10.79\|10.83\|10.18\|225761;2026-06-01\|10.25\|-0.49\|10.25\|10.46\|10.10\|162773;2026-06-02\|10.18\|-0.68\|10.26\|10.31\|9.93\|203401;2026-06-03\|10.01\|-1.67\|10.09\|10.10\|9.91\|152284;2026-06-04\|9.73\|-0.31\|9.73\|9.84\|9.55\|136443;2026-06-05\|9.82\|0.93\|9.74\|10.00\|9.58\|230662;2026-06-08\|9.51\|-3.16\|9.57\|9.92\|9.40\|195124;2026-06-09\|9.35\|-1.68\|9.58\|9.60\|9.22\|163984;2026-06-10\|9.25\|-1.07\|9.23\|9.39\|9.08\|130395;2026-06-11\|9.19\|-0.65\|9.17\|9.28\|8.98\|121993;2026-06-12\|9.37\|1.96\|9.32\|9.46\|9.21\|138241;2026-06-15\|9.36\|-0.11\|9.40\|9.53\|9.23\|123740;2026-06-16\|9.58\|2.35\|9.28\|9.70\|9.14\|178650;2026-06-17\|9.40\|-1.88\|9.58\|9.80\|9.38\|161475;2026-06-18\|9.52\|1.28\|9.34\|9.55\|9.16\|142270;2026-06-22\|9.30\|-2.31\|9.50\|9.50\|8.97\|172625;2026-06-23\|9.92\|6.67\|9.31\|10.20\|9.27\|355224;2026-06-24\|9.78\|-1.41\|9.70\|10.07\|9.70\|226551;2026-06-25\|10.36\|5.93\|9.74\|10.44\|9.63\|358903;2026-06-26\|10.25\|-1.06\|10.26\|10.52\|9.97\|264877;2026-06-29\|10.89\|6.24\|10.18\|10.94\|10.09\|345826;2026-06-30\|11.04\|1.38\|10.65\|11.04\|10.52\|267333;2026-07-01\|10.86\|-1.63\|10.88\|11.18\|10.44\|319598;2026-07-02\|10.38\|-4.42\|10.71\|10.99\|10.30\|246125;2026-07-03\|10.35\|-0.29\|10.31\|10.50\|10.05\|211792;2026-07-06\|10.13\|-2.13\|10.34\|10.47\|10.02\|207326;2026-07-07\|9.67\|-4.54\|10.01\|10.03\|9.67\|177379;2026-07-08\|9.35\|-3.31\|9.69\|9.77\|9.34\|151078;2026-07-09\|9.45\|1.07\|9.30\|9.50\|9.22\|128772;2026-07-10\|9.64\|2.01\|9.39\|9.88\|9.23\|188559;2026-07-13\|9.37\|-2.80\|9.66\|9.74\|9.31\|129077;2026-07-14\|9.20\|-1.81\|9.37\|9.39\|9.06\|161052;2026-07-15\|9.76\|6.09\|9.15\|9.76\|9.10\|235944;2026-07-16\|9.73\|-0.31\|9.66\|9.80\|9.39\|165064;2026-07-17\|9.05\|-6.99\|9.65\|9.73\|9.02\|196207;2026-07-20\|8.56\|-5.41\|9.11\|9.11\|8.50\|175371;2026-07-21\|8.67\|1.29\|8.46\|8.68\|8.22\|146232;2026-07-22\|8.49\|-2.08\|8.59\|8.81\|8.42\|84740
84430	碳酸锂最新价格17万元/吨，最近10天上涨超8%	一季报超预期+非洲建材+盐湖提锂+陶瓷 1、据2026年4月24日公告披露的一季报，公司Q1营收47.27亿元、同比增25.48%，归母净利5.87亿元、同比增69.10%，经营现金流8.70亿元、同比增852.07%，业绩超预期。 2、据2025年年报及2026年4月1日机构调研，公司非洲建材业务已在7国运营21条陶瓷、2条玻璃、2条洁具产线，2025年营收81.85亿元、同比增73.61%，科特迪瓦二期、肯尼亚基苏木二期等项目将于2026-2027年陆续投产。 3、据2025年年报，公司间接持有蓝科锂业48.58%股权，对应4.1万吨/年碳酸锂产能；负极材料已形成15万吨/年人造石墨产能，2025年销量11.44万吨、营收23.84亿元，储能领域出货量位居国内前列。	公司在锂电池负极材料领域主要从事石墨化代加工，以及人造石墨、硅碳复合等负极产品的研产销，安徽基地整体已基本具备4万吨/年石墨化、2万吨/年人造石墨、1000吨/年硅碳负极、500吨/年钛酸锂的产能布局	2026-03-12\|17.86\|0.45\|17.80\|18.05\|17.62\|222072;2026-03-13\|17.68\|-1.01\|17.80\|18.53\|17.65\|274391;2026-03-16\|16.84\|-4.75\|17.70\|17.78\|16.39\|394780;2026-03-17\|16.62\|-1.31\|16.70\|16.98\|16.50\|192330;2026-03-18\|16.44\|-1.08\|16.64\|16.80\|16.22\|167850;2026-03-19\|15.31\|-6.87\|16.19\|16.23\|15.20\|389986;2026-03-20\|15.54\|1.50\|15.59\|16.06\|15.36\|294890;2026-03-23\|15.01\|-3.41\|15.29\|15.68\|14.85\|272944;2026-03-24\|16.37\|9.06\|15.32\|16.42\|15.30\|373982;2026-03-25\|16.37\|0.00\|16.47\|16.83\|15.86\|335695;2026-03-26\|16.15\|-1.34\|16.29\|16.58\|16.01\|215339;2026-03-27\|16.80\|4.02\|16.03\|17.29\|16.02\|352070;2026-03-30\|15.95\|-5.06\|16.38\|16.47\|15.76\|409741;2026-03-31\|15.89\|-0.38\|15.88\|16.19\|15.62\|280283;2026-04-01\|16.26\|2.33\|16.20\|16.68\|16.05\|267408;2026-04-02\|16.13\|-0.80\|16.21\|16.56\|15.88\|166367;2026-04-03\|16.12\|-0.06\|16.08\|16.38\|15.91\|161216;2026-04-07\|16.28\|0.99\|16.20\|16.63\|16.16\|247837;2026-04-08\|17.17\|5.47\|16.56\|17.17\|16.50\|383836;2026-04-09\|17.04\|-0.76\|17.00\|17.33\|16.71\|218901;2026-04-10\|18.20\|6.81\|17.96\|18.45\|17.60\|601278;2026-04-13\|18.40\|1.10\|18.01\|18.58\|17.89\|386724;2026-04-14\|18.25\|-0.82\|18.62\|18.65\|18.02\|281180;2026-04-15\|17.80\|-2.47\|18.25\|18.26\|17.72\|200199;2026-04-16\|18.44\|3.60\|17.95\|18.52\|17.67\|273899;2026-04-17\|18.13\|-1.68\|18.38\|18.85\|17.98\|225865;2026-04-20\|17.67\|-2.54\|18.13\|18.25\|17.66\|251277;2026-04-21\|17.37\|-1.70\|17.76\|17.80\|17.14\|206574;2026-04-22\|17.84\|2.71\|17.33\|18.08\|17.21\|289390;2026-04-23\|18.01\|0.95\|17.97\|18.41\|17.60\|224441;2026-04-24\|19.81\|9.99\|18.70\|19.81\|18.70\|628377;2026-04-27\|20.29\|2.42\|20.21\|20.78\|19.98\|682921;2026-04-28\|19.61\|-3.35\|20.19\|20.29\|19.46\|465693;2026-04-29\|20.05\|2.24\|19.52\|20.14\|19.27\|548572;2026-04-30\|19.25\|-3.99\|19.62\|19.91\|19.05\|540361;2026-05-06\|19.66\|2.13\|19.48\|19.84\|19.25\|470282;2026-05-07\|19.04\|-3.15\|19.70\|19.76\|18.77\|492765;2026-05-08\|18.50\|-2.84\|19.09\|19.34\|18.40\|395213;2026-05-11\|18.50\|0.00\|18.56\|18.77\|18.27\|349596;2026-05-12\|18.52\|0.11\|18.50\|18.81\|18.09\|312426;2026-05-13\|18.31\|-1.13\|18.50\|18.65\|18.04\|302055;2026-05-14\|17.73\|-3.17\|18.30\|18.35\|17.70\|262135;2026-05-15\|17.37\|-2.03\|17.75\|17.90\|17.26\|241120;2026-05-18\|17.01\|-2.07\|17.53\|17.59\|16.84\|287505;2026-05-19\|16.36\|-3.82\|16.98\|16.98\|16.18\|333937;2026-05-20\|17.21\|5.20\|16.20\|17.37\|16.00\|395178;2026-05-21\|16.74\|-2.73\|17.18\|17.64\|16.73\|226724;2026-05-22\|16.90\|0.96\|16.93\|17.09\|16.64\|208604;2026-05-25\|16.58\|-1.89\|16.96\|17.04\|16.43\|212529;2026-05-26\|16.69\|0.66\|16.48\|16.80\|16.29\|282867;2026-05-27\|16.08\|-3.65\|16.61\|16.84\|15.90\|298843;2026-05-28\|16.13\|0.31\|16.08\|16.31\|15.80\|263039;2026-05-29\|16.34\|1.30\|16.13\|16.63\|16.07\|311610;2026-06-01\|15.99\|-2.14\|16.19\|16.30\|15.85\|249339;2026-06-02\|15.85\|-0.88\|15.99\|16.00\|15.48\|207917;2026-06-03\|15.99\|0.88\|15.81\|16.14\|15.68\|178791;2026-06-04\|15.31\|-4.25\|15.91\|16.00\|15.16\|288800;2026-06-05\|15.16\|-0.98\|15.36\|15.58\|15.04\|228295;2026-06-08\|14.65\|-3.36\|14.71\|15.15\|14.36\|215871;2026-06-09\|15.33\|4.64\|14.70\|15.51\|14.53\|323818;2026-06-10\|14.95\|-2.48\|15.20\|15.48\|14.74\|227726;2026-06-11\|14.90\|-0.33\|14.80\|15.27\|14.70\|196615;2026-06-12\|15.66\|5.10\|15.10\|16.08\|15.08\|368065;2026-06-15\|15.89\|1.47\|16.02\|16.20\|15.57\|279602;2026-06-16\|15.86\|-0.19\|15.81\|16.19\|15.53\|246273;2026-06-17\|15.62\|0.39\|15.60\|15.78\|15.42\|159193;2026-06-18\|14.96\|-4.23\|15.60\|15.64\|14.90\|246663;2026-06-22\|15.39\|2.87\|14.47\|15.43\|14.22\|327233;2026-06-23\|14.43\|-6.24\|15.39\|15.40\|14.32\|282253;2026-06-24\|14.67\|1.66\|14.53\|14.84\|14.25\|217222;2026-06-25\|14.43\|-1.64\|14.53\|14.74\|14.35\|160663;2026-06-26\|13.39\|-7.21\|14.38\|14.43\|13.33\|367342;2026-06-29\|13.85\|3.44\|13.43\|13.90\|13.33\|293063;2026-06-30\|13.80\|-0.36\|13.70\|14.00\|13.33\|338338;2026-07-01\|14.08\|2.03\|13.80\|14.52\|13.65\|304510;2026-07-02\|14.52\|3.12\|14.22\|14.83\|13.98\|342309;2026-07-03\|15.47\|6.54\|14.62\|15.80\|14.51\|531854;2026-07-06\|16.39\|5.95\|15.42\|16.50\|15.31\|519835;2026-07-07\|15.93\|-2.81\|16.01\|16.47\|15.88\|306855;2026-07-08\|15.31\|-3.89\|15.91\|16.00\|15.29\|266210;2026-07-09\|15.27\|-0.26\|15.50\|16.39\|14.86\|447118;2026-07-10\|14.43\|-5.50\|15.21\|15.29\|14.41\|360116;2026-07-13\|14.40\|-0.21\|14.26\|14.58\|13.85\|332810;2026-07-14\|14.84\|3.06\|14.37\|15.00\|14.33\|296534;2026-07-15\|14.64\|-1.35\|14.89\|15.15\|14.58\|242702;2026-07-16\|14.81\|1.16\|14.64\|15.20\|14.57\|242986;2026-07-17\|15.00\|1.28\|14.78\|15.09\|14.46\|283477;2026-07-20\|14.52\|-3.20\|14.70\|14.96\|14.22\|330009;2026-07-21\|14.86\|2.34\|14.46\|15.09\|14.46\|261899;2026-07-22\|15.11\|1.68\|14.80\|15.29\|14.74\|157704
84429	碳酸锂最新价格17万元/吨，最近10天上涨超8%	锂矿放量+电机+低空经济行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日年报，茜坑锂矿采矿证载资源储量7293万吨Li₂O，公司正推进投产，碳酸锂价格已回升至15万元/吨以上，自有矿山成本优势显现。 2、据2026年4月29日年报，公司发布“3A+3J”战略，明确深耕军工特种电机、固态电池新材料及锂矿资源三条新赛道。 3、据2026年4月29日年报，公司旋翼/推进电机已批量供货低空飞行器，风电配套电机市占率60%以上，机器人关节模组电机实现多款量产交付。	国内云母提锂的龙头企业之一；公司碳酸锂可以运用到固态电池的正极材料，另外在固态电池电解质方面，公司目前有进行相关实验研究，并且参与了电池级硫化锂的行业标准制定	2026-03-12\|10.03\|-1.47\|10.14\|10.17\|9.95\|429449;2026-03-13\|10.01\|-0.20\|10.04\|10.32\|9.99\|712102;2026-03-16\|10.00\|-0.10\|10.00\|10.16\|9.88\|458411;2026-03-17\|9.70\|-3.00\|10.01\|10.09\|9.68\|501986;2026-03-18\|9.57\|-1.34\|9.76\|9.78\|9.42\|438445;2026-03-19\|9.23\|-3.55\|9.41\|9.46\|9.18\|440154;2026-03-20\|9.18\|-0.54\|9.29\|9.52\|9.16\|514084;2026-03-23\|8.83\|-3.81\|9.12\|9.29\|8.70\|631601;2026-03-24\|9.18\|3.96\|9.01\|9.20\|8.78\|586355;2026-03-25\|9.34\|1.74\|9.28\|9.45\|9.15\|517041;2026-03-26\|9.35\|0.11\|9.30\|9.57\|9.25\|556154;2026-03-27\|10.29\|10.05\|9.24\|10.29\|9.22\|947326;2026-03-30\|10.71\|4.08\|10.80\|11.09\|10.47\|2631061;2026-03-31\|10.26\|-4.20\|10.59\|10.60\|10.24\|1352597;2026-04-01\|10.16\|-0.97\|10.40\|10.40\|10.05\|834391;2026-04-02\|10.47\|3.05\|10.05\|10.69\|10.01\|1668555;2026-04-03\|10.04\|-4.11\|10.45\|10.59\|10.04\|894272;2026-04-07\|10.28\|2.39\|10.29\|10.43\|10.14\|754838;2026-04-08\|10.49\|2.04\|10.41\|10.51\|10.18\|1134993;2026-04-09\|10.49\|0.00\|10.39\|10.71\|10.22\|1175450;2026-04-10\|10.74\|2.38\|10.55\|11.06\|10.49\|1720087;2026-04-13\|10.93\|1.77\|10.70\|11.00\|10.66\|1430473;2026-04-14\|11.28\|3.20\|11.11\|11.45\|10.98\|1542117;2026-04-15\|10.90\|-3.37\|11.52\|11.72\|10.88\|1418851;2026-04-16\|11.28\|3.49\|11.02\|11.37\|10.89\|1248571;2026-04-17\|11.12\|-1.42\|11.35\|11.67\|11.11\|1139350;2026-04-20\|11.22\|0.90\|11.31\|11.55\|11.15\|951409;2026-04-21\|11.71\|4.37\|11.30\|11.92\|10.85\|1990225;2026-04-22\|12.39\|5.81\|11.50\|12.72\|11.50\|2149813;2026-04-23\|12.38\|-0.08\|12.51\|12.71\|12.11\|1607233;2026-04-24\|13.62\|10.02\|12.26\|13.62\|12.19\|1795378;2026-04-27\|14.49\|6.39\|13.83\|14.79\|13.51\|3507638;2026-04-28\|14.63\|0.97\|14.17\|14.98\|14.13\|2664209;2026-04-29\|16.09\|9.98\|13.77\|16.09\|13.77\|3838814;2026-04-30\|16.05\|-0.25\|16.27\|16.97\|15.85\|3417345;2026-05-06\|15.70\|-2.18\|16.20\|16.23\|15.50\|2544321;2026-05-07\|15.52\|-1.15\|15.73\|15.86\|14.94\|2653136;2026-05-08\|15.15\|-2.38\|15.37\|16.38\|15.05\|2450402;2026-05-11\|15.31\|1.06\|15.58\|16.15\|15.18\|2213871;2026-05-12\|14.76\|-3.59\|15.50\|15.57\|14.46\|1817865;2026-05-13\|14.38\|-2.57\|14.76\|14.88\|14.31\|1503839;2026-05-14\|13.85\|-3.69\|14.30\|14.30\|13.76\|1247657;2026-05-15\|13.45\|-2.89\|13.77\|13.95\|13.27\|1219877;2026-05-18\|13.26\|-1.41\|13.34\|13.67\|13.13\|1069816;2026-05-19\|12.79\|-3.54\|13.22\|13.26\|12.59\|1138262;2026-05-20\|13.08\|2.27\|12.60\|13.38\|12.41\|1674589;2026-05-21\|12.73\|-2.68\|13.08\|13.77\|12.66\|1481498;2026-05-22\|12.87\|1.10\|12.85\|12.92\|12.53\|822698;2026-05-25\|12.36\|-3.96\|12.93\|12.99\|12.32\|1015737;2026-05-26\|12.54\|1.46\|12.26\|12.69\|12.17\|954433;2026-05-27\|12.03\|-4.07\|12.45\|12.66\|11.90\|967145;2026-05-28\|11.98\|-0.42\|12.03\|12.30\|11.69\|799471;2026-05-29\|11.77\|-1.75\|12.04\|12.27\|11.70\|776552;2026-06-01\|11.58\|-1.61\|11.70\|11.85\|11.50\|610990;2026-06-02\|11.24\|-2.94\|11.60\|11.68\|11.01\|773422;2026-06-03\|11.26\|0.18\|11.16\|11.58\|11.04\|744914;2026-06-04\|10.97\|-2.58\|11.18\|11.19\|10.88\|600071;2026-06-05\|11.05\|0.73\|11.00\|11.26\|10.67\|784881;2026-06-08\|10.63\|-3.80\|10.83\|11.23\|10.44\|795253;2026-06-09\|11.05\|3.95\|10.79\|11.08\|10.50\|818958;2026-06-10\|11.13\|0.72\|10.98\|11.95\|10.91\|1666331;2026-06-11\|11.12\|-0.09\|11.15\|11.46\|10.82\|1646772;2026-06-12\|11.25\|1.17\|11.15\|11.60\|10.91\|1544350;2026-06-15\|11.36\|0.98\|11.41\|11.55\|11.20\|1391637;2026-06-16\|11.76\|3.52\|11.22\|11.85\|11.00\|1816035;2026-06-17\|11.49\|-2.30\|11.74\|12.03\|11.42\|1477217;2026-06-18\|11.10\|-3.39\|11.42\|11.57\|11.04\|1179274;2026-06-22\|11.26\|1.44\|10.75\|11.28\|10.55\|1230840;2026-06-23\|10.90\|-3.20\|11.26\|11.27\|10.85\|835904;2026-06-24\|11.18\|2.57\|10.92\|11.29\|10.35\|1168337;2026-06-25\|10.57\|-5.46\|11.01\|11.24\|10.48\|999119;2026-06-26\|9.74\|-7.85\|10.52\|10.55\|9.70\|1086172;2026-06-29\|9.69\|-0.51\|9.77\|9.87\|9.46\|758075;2026-06-30\|10.01\|3.30\|9.76\|10.06\|9.61\|851498;2026-07-01\|10.14\|1.30\|10.08\|10.25\|9.75\|880784;2026-07-02\|10.14\|0.00\|10.05\|10.52\|10.01\|834206;2026-07-03\|10.17\|0.30\|10.32\|10.35\|9.94\|866262;2026-07-06\|9.88\|-2.85\|10.29\|10.45\|9.84\|933667;2026-07-07\|9.61\|-2.73\|9.97\|10.10\|9.56\|612197;2026-07-08\|8.92\|-7.18\|9.53\|9.59\|8.91\|873657;2026-07-09\|8.63\|-3.25\|8.91\|8.98\|8.34\|943745;2026-07-10\|8.66\|0.35\|8.65\|8.84\|8.45\|719024;2026-07-13\|8.11\|-6.35\|8.63\|8.63\|8.10\|701284;2026-07-14\|8.26\|1.85\|8.12\|8.28\|7.97\|538751;2026-07-15\|8.11\|-1.82\|8.35\|8.35\|8.05\|506471;2026-07-16\|8.01\|-1.23\|8.01\|8.16\|7.93\|519004;2026-07-17\|7.68\|-4.12\|8.03\|8.25\|7.68\|746971;2026-07-20\|7.45\|-2.99\|7.73\|7.81\|7.32\|740419;2026-07-21\|7.64\|2.55\|7.46\|7.65\|7.23\|808616;2026-07-22\|7.59\|-0.65\|7.59\|7.70\|7.48\|347652
84428	碳酸锂最新价格17万元/吨，最近10天上涨超8%	定增+消费电子+钠离子电池公司原因： 1、据2026年3月14日公告，公司拟向控股股东维科控股定增不超6849万股募资5亿元，全部用于补充流动资金，锁定期36个月。 2、据2025年4月15日年度报告，公司“年产2GWh钠离子电池项目”已结项，并在“2024年中国储能钠电池出货量TOP5”中位列榜首。 3、据2025年4月15日年度报告，公司主营消费类及小动力锂离子电池，为国内前五的3C数码电池供应商，主要客户包括传音、MOTO、TCL、华勤等。	国内排名前五的3C数码电池供应商；公司与上海交大合作进行钠电研发，并在南昌基地实现国内首条GW级钠电产线量产，拥有能量密度160Wh/kg、循环6000次以上的钠电技术并推出多款产品，还申请了钠离子电池相关专利	2026-03-12\|9.30\|-4.91\|9.86\|9.89\|9.20\|420182;2026-03-13\|9.77\|5.05\|9.24\|10.10\|9.14\|582541;2026-03-16\|10.75\|10.03\|9.70\|10.75\|9.47\|628765;2026-03-17\|10.24\|-4.74\|10.74\|10.89\|10.18\|906915;2026-03-18\|10.01\|-2.25\|10.27\|10.38\|9.74\|650212;2026-03-19\|9.30\|-7.09\|9.85\|10.03\|9.28\|537149;2026-03-20\|9.08\|-2.37\|9.35\|10.23\|9.01\|1070934;2026-03-23\|9.02\|-0.66\|8.63\|9.55\|8.63\|750255;2026-03-24\|9.38\|3.99\|9.19\|9.44\|8.80\|591461;2026-03-25\|10.32\|10.02\|9.44\|10.32\|9.44\|789862;2026-03-26\|10.17\|-1.45\|10.26\|10.60\|10.11\|787095;2026-03-27\|10.42\|2.46\|10.13\|10.66\|9.85\|723316;2026-03-30\|11.33\|8.73\|10.69\|11.46\|10.69\|1360142;2026-03-31\|10.46\|-7.68\|11.50\|11.81\|10.41\|1105376;2026-04-01\|10.40\|-0.57\|10.66\|11.23\|10.06\|925314;2026-04-02\|9.99\|-3.94\|10.35\|10.53\|9.92\|548865;2026-04-03\|9.49\|-5.00\|10.11\|10.34\|9.49\|556383;2026-04-07\|9.58\|0.95\|10.00\|10.29\|9.35\|568547;2026-04-08\|9.97\|4.07\|9.88\|10.00\|9.50\|574497;2026-04-09\|9.85\|-1.20\|9.78\|9.92\|9.05\|752420;2026-04-10\|9.83\|-0.20\|9.75\|10.32\|9.50\|856372;2026-04-13\|10.81\|9.97\|9.94\|10.81\|9.94\|713963;2026-04-14\|11.89\|9.99\|10.81\|11.89\|10.53\|955514;2026-04-15\|12.07\|1.51\|12.40\|13.08\|11.78\|1883907;2026-04-16\|12.64\|4.72\|11.90\|12.70\|11.60\|1613355;2026-04-17\|13.90\|9.97\|12.22\|13.90\|12.05\|1162380;2026-04-20\|13.93\|0.22\|14.31\|15.29\|13.63\|1369898;2026-04-21\|13.01\|-6.60\|13.81\|13.87\|12.65\|1076522;2026-04-22\|12.54\|-3.61\|13.77\|14.00\|12.28\|1422633;2026-04-23\|11.78\|-6.06\|12.11\|12.25\|11.62\|898446;2026-04-24\|12.96\|10.02\|11.79\|12.96\|11.75\|725659;2026-04-27\|14.26\|10.03\|13.43\|14.26\|12.81\|1472958;2026-04-28\|15.69\|10.03\|14.55\|15.69\|14.55\|755336;2026-04-29\|14.50\|-7.58\|15.20\|15.35\|14.12\|1820240;2026-04-30\|14.85\|2.41\|14.14\|15.42\|13.85\|1587232;2026-05-06\|15.09\|1.62\|14.85\|15.46\|14.06\|1497757;2026-05-07\|15.11\|0.13\|15.00\|15.55\|14.25\|1280756;2026-05-08\|15.41\|1.99\|14.98\|16.62\|14.93\|1512754;2026-05-11\|14.65\|-4.93\|15.34\|15.60\|14.55\|1103106;2026-05-12\|14.22\|-2.94\|14.71\|14.73\|13.68\|845647;2026-05-13\|14.68\|3.23\|14.40\|15.33\|14.01\|1004515;2026-05-14\|13.30\|-9.40\|14.40\|14.45\|13.27\|783973;2026-05-15\|13.73\|3.23\|13.41\|14.63\|13.41\|976433;2026-05-18\|13.09\|-4.66\|13.09\|13.56\|12.60\|718465;2026-05-19\|12.59\|-3.82\|12.96\|12.99\|12.23\|584515;2026-05-20\|12.75\|1.27\|12.40\|12.99\|12.01\|514758;2026-05-21\|12.49\|-2.04\|12.75\|13.15\|12.43\|538363;2026-05-22\|13.09\|4.80\|12.42\|13.39\|12.25\|551090;2026-05-25\|12.39\|-5.35\|13.10\|13.30\|12.18\|555739;2026-05-26\|12.40\|0.08\|12.09\|12.50\|11.68\|459075;2026-05-27\|12.09\|-2.50\|12.30\|12.40\|11.88\|302334;2026-05-28\|11.77\|-2.65\|12.20\|12.31\|11.56\|355347;2026-05-29\|11.40\|-3.14\|11.77\|11.80\|11.34\|321649;2026-06-01\|12.54\|10.00\|11.88\|12.54\|11.62\|443821;2026-06-02\|12.23\|-2.47\|12.62\|12.79\|11.90\|626821;2026-06-03\|12.37\|1.14\|11.98\|12.98\|11.98\|578436;2026-06-04\|11.93\|-3.56\|12.06\|12.30\|11.83\|319782;2026-06-05\|11.53\|-3.35\|12.10\|12.22\|11.43\|455363;2026-06-08\|10.94\|-5.12\|11.00\|11.48\|10.74\|317492;2026-06-09\|10.92\|-0.18\|11.09\|11.14\|10.73\|273426;2026-06-10\|10.56\|-3.30\|10.73\|10.86\|10.35\|334691;2026-06-11\|10.33\|-2.18\|10.51\|10.66\|10.23\|277564;2026-06-12\|10.50\|1.65\|10.45\|10.73\|10.13\|309091;2026-06-15\|11.08\|5.52\|10.53\|11.15\|10.53\|334189;2026-06-16\|11.32\|2.17\|11.29\|11.56\|10.81\|364791;2026-06-17\|11.07\|-2.21\|11.26\|11.38\|11.00\|249434;2026-06-18\|10.84\|-2.08\|10.99\|11.06\|10.76\|214846;2026-06-22\|10.81\|-0.28\|10.90\|10.90\|10.37\|290602;2026-06-23\|10.84\|0.28\|10.61\|11.28\|10.61\|307369;2026-06-24\|10.74\|-0.92\|10.79\|10.95\|10.41\|245528;2026-06-25\|11.81\|9.96\|10.74\|11.81\|10.47\|438980;2026-06-26\|10.63\|-9.99\|11.81\|11.82\|10.63\|570898;2026-06-29\|9.69\|-8.84\|10.39\|10.40\|9.60\|630562;2026-06-30\|9.99\|3.10\|9.89\|10.18\|9.63\|400942;2026-07-01\|9.69\|-3.00\|9.87\|10.03\|9.62\|357069;2026-07-02\|9.60\|-0.93\|9.56\|10.36\|9.50\|357085;2026-07-03\|9.34\|-2.71\|9.70\|9.75\|9.33\|262619;2026-07-06\|9.07\|-2.89\|9.32\|9.53\|9.07\|282157;2026-07-07\|8.85\|-2.43\|9.07\|9.33\|8.76\|225135;2026-07-08\|8.41\|-4.97\|8.90\|8.90\|8.39\|252374;2026-07-09\|8.50\|1.07\|8.47\|8.60\|8.10\|239749;2026-07-10\|8.46\|-0.47\|8.51\|8.67\|8.41\|200362;2026-07-13\|7.86\|-7.09\|8.21\|8.46\|7.82\|211153;2026-07-14\|8.08\|2.80\|7.89\|8.08\|7.62\|197991;2026-07-15\|7.91\|-2.10\|7.99\|8.27\|7.86\|185136;2026-07-16\|7.68\|-2.91\|7.87\|7.95\|7.64\|163089;2026-07-17\|7.18\|-6.51\|7.76\|7.76\|7.10\|211317;2026-07-20\|6.96\|-3.06\|7.45\|7.87\|6.83\|442841;2026-07-21\|7.20\|3.45\|6.91\|7.22\|6.38\|405280;2026-07-22\|7.12\|-1.11\|7.05\|7.40\|7.00\|167535
80736	其它归类	涨停揭秘：90亿元造船合同夯实业绩确定性，军工资产证券化预期升温，全球船市景气延续；涨停缘由：下属子公司签订约90亿元重大造船合同，覆盖军辅船及高附加值民船；央企市值管理考核强化，中船集团资产整合预期升温；克拉克森新船价格指数同比+28%，手持订单排期至2028年；资金逻辑：军工板块估值处于历史中枢偏低水平，资金借年报季催化布局核心主机厂，主力资金连续净流入；风险提示：船舶建造周期长，收入确认存在滞后性；人民币汇率波动影响出口订单毛利	中国船舶集团旗下核心军民品主业上市公司，下属子公司签订约90亿元重大造船合同	2026-03-12\|36.00\|-1.53\|36.58\|36.65\|35.77\|780189;2026-03-13\|35.18\|-2.28\|35.89\|35.98\|35.08\|790381;2026-03-16\|34.91\|-0.77\|35.60\|35.61\|34.63\|810469;2026-03-17\|34.40\|-1.46\|34.95\|35.20\|34.36\|801264;2026-03-18\|34.58\|0.52\|34.46\|34.60\|34.02\|708021;2026-03-19\|34.16\|-1.21\|34.17\|34.71\|34.05\|801953;2026-03-20\|33.15\|-2.96\|34.38\|34.41\|33.15\|970724;2026-03-23\|31.13\|-6.09\|32.49\|32.50\|30.83\|1384161;2026-03-24\|31.58\|1.45\|31.52\|31.73\|31.10\|774084;2026-03-25\|31.85\|0.85\|31.81\|32.06\|31.64\|714826;2026-03-26\|30.67\|-3.70\|31.85\|31.85\|30.52\|832688;2026-03-27\|30.84\|0.55\|30.29\|30.98\|30.00\|529242;2026-03-30\|30.55\|-0.94\|30.35\|30.78\|30.16\|567154;2026-03-31\|30.84\|0.95\|30.90\|31.53\|30.81\|825881;2026-04-01\|31.05\|0.68\|31.30\|31.44\|30.88\|573898;2026-04-02\|30.90\|-0.48\|31.00\|31.21\|30.62\|479427;2026-04-03\|30.51\|-1.26\|30.91\|31.00\|30.40\|364583;2026-04-07\|31.98\|4.82\|30.55\|32.29\|30.55\|1125420;2026-04-08\|32.42\|1.38\|32.26\|32.43\|31.81\|1019298;2026-04-09\|32.23\|-0.59\|32.15\|32.33\|31.91\|552745;2026-04-10\|32.65\|1.30\|32.30\|32.88\|32.30\|600439;2026-04-13\|32.66\|0.03\|32.37\|32.83\|32.23\|521050;2026-04-14\|33.00\|1.04\|33.28\|33.40\|32.71\|581181;2026-04-15\|32.71\|-0.88\|33.20\|33.20\|32.55\|508909;2026-04-16\|32.72\|0.03\|32.76\|33.18\|32.63\|545939;2026-04-17\|33.03\|0.95\|32.61\|33.12\|32.24\|635352;2026-04-20\|35.28\|6.81\|33.12\|35.42\|33.09\|1796601;2026-04-21\|36.32\|2.95\|35.44\|36.61\|35.44\|1494088;2026-04-22\|36.48\|0.44\|36.00\|36.64\|35.90\|908800;2026-04-23\|38.60\|5.81\|36.52\|38.91\|36.51\|2419553;2026-04-24\|38.80\|0.52\|38.60\|39.20\|38.01\|1601599;2026-04-27\|38.41\|-1.01\|38.80\|39.30\|38.08\|1085257;2026-04-28\|41.32\|7.58\|38.71\|41.97\|38.59\|2628896;2026-04-29\|41.16\|-0.39\|41.00\|41.48\|40.84\|1122602;2026-04-30\|41.76\|1.46\|43.00\|43.42\|41.50\|2533775;2026-05-06\|41.18\|-1.39\|41.02\|41.52\|39.74\|2245588;2026-05-07\|40.61\|-1.38\|40.99\|41.93\|40.38\|1253757;2026-05-08\|41.15\|1.33\|40.60\|41.80\|39.93\|1340817;2026-05-11\|41.18\|0.07\|40.89\|41.38\|40.43\|1145185;2026-05-12\|40.50\|-1.65\|41.20\|41.68\|40.09\|1128202;2026-05-13\|41.77\|3.14\|40.60\|42.04\|40.60\|1483540;2026-05-14\|40.22\|-3.71\|41.56\|41.80\|40.20\|1007488;2026-05-15\|40.55\|0.82\|40.80\|41.66\|40.10\|1004478;2026-05-18\|38.17\|-5.87\|40.20\|40.55\|38.01\|1548147;2026-05-19\|37.49\|-1.78\|38.40\|38.52\|37.35\|932417;2026-05-20\|38.70\|3.23\|37.47\|39.15\|37.08\|1062498;2026-05-21\|38.40\|-0.78\|38.65\|40.44\|38.32\|1217573;2026-05-22\|38.40\|0.00\|39.44\|39.48\|38.06\|980710;2026-05-25\|37.90\|-1.30\|38.33\|38.94\|37.65\|798279;2026-05-26\|38.69\|2.08\|37.74\|38.70\|37.11\|989381;2026-05-27\|38.02\|-1.73\|38.50\|39.99\|37.60\|1200232;2026-05-28\|38.18\|0.42\|37.75\|38.37\|37.08\|911771;2026-05-29\|37.38\|-2.10\|38.00\|38.46\|37.12\|810830;2026-06-01\|36.74\|-1.71\|37.38\|37.63\|36.63\|759067;2026-06-02\|36.45\|-0.79\|36.63\|36.74\|35.82\|747759;2026-06-03\|36.33\|-0.33\|36.51\|37.00\|36.02\|618827;2026-06-04\|36.89\|1.54\|36.01\|37.50\|36.00\|858508;2026-06-05\|35.95\|-2.55\|36.80\|37.18\|35.85\|891306;2026-06-08\|34.83\|-3.12\|35.23\|36.18\|34.60\|851667;2026-06-09\|34.65\|-0.52\|34.95\|35.25\|34.08\|858666;2026-06-10\|35.06\|1.18\|34.60\|35.32\|33.93\|859656;2026-06-11\|34.45\|-1.74\|34.75\|34.93\|34.15\|614629;2026-06-12\|34.89\|1.28\|34.70\|35.68\|34.64\|1030478;2026-06-15\|35.91\|2.92\|35.35\|36.43\|35.35\|1171037;2026-06-16\|35.99\|0.22\|35.92\|36.49\|35.46\|788617;2026-06-17\|37.15\|3.22\|35.98\|37.16\|35.88\|1132133;2026-06-18\|36.14\|-2.72\|37.02\|37.43\|35.72\|1182191;2026-06-22\|37.33\|3.29\|35.90\|37.35\|35.50\|1284417;2026-06-23\|35.81\|-4.07\|37.50\|37.92\|35.58\|1249031;2026-06-24\|35.35\|-1.28\|35.81\|36.44\|35.30\|852773;2026-06-25\|35.33\|-0.06\|35.09\|35.96\|34.77\|921558;2026-06-26\|33.40\|-5.46\|35.20\|35.29\|33.21\|1220541;2026-06-29\|33.59\|0.57\|33.35\|33.89\|32.87\|904847;2026-06-30\|33.79\|0.60\|33.30\|34.36\|32.86\|888221;2026-07-01\|35.19\|4.14\|33.79\|35.88\|33.65\|1368207;2026-07-02\|34.36\|-2.36\|35.23\|36.23\|34.25\|1124443;2026-07-03\|37.15\|8.12\|34.80\|37.66\|34.80\|1881515;2026-07-06\|37.64\|1.32\|36.95\|38.09\|36.95\|1521030;2026-07-07\|37.33\|-0.82\|37.64\|38.18\|36.95\|975057;2026-07-08\|35.98\|-3.62\|37.32\|37.32\|35.46\|1381369;2026-07-09\|36.06\|0.22\|35.99\|36.63\|35.00\|1146794;2026-07-10\|37.04\|2.72\|36.00\|38.26\|35.73\|1946673;2026-07-13\|34.21\|-7.64\|36.94\|36.94\|33.77\|2166009;2026-07-14\|33.77\|-1.29\|34.16\|34.68\|33.08\|1508391;2026-07-15\|34.31\|1.60\|33.55\|34.38\|33.33\|995213;2026-07-16\|33.00\|-3.82\|34.01\|34.05\|32.95\|1221496;2026-07-17\|32.34\|-2.00\|32.69\|32.88\|32.12\|939558;2026-07-20\|33.01\|3.22\|32.28\|33.16\|32.10\|998988;2026-07-21\|32.96\|-0.15\|33.70\|33.70\|32.54\|932801;2026-07-22\|33.32\|1.09\|32.88\|33.80\|32.67\|744013
80735	其它归类	协议转让+抖音酒旅+风景园林设计+万林数链上市 1、据2026年5月29日公告，持股5%以上股东杭州园展与盛金安磐签署协议，拟以16.60元/股转让公司6.87%股份，受让方系看好公司未来发展前景及长期投资价值。 2、据2025年年度报告，公司全资子公司收购的信志源文化为抖音认证官方代运营服务商，已签约服务100余家酒店、旅游景区，被定位为文旅生态闭环的核心流量入口。 3、公司是全国首批风景园林工程设计专项甲级资质单位，拥有杭州西溪湿地、G20杭州峰会等里程碑式项目设计经验，报告期内承接了第十五届中国温州国际园林博览会展园设计等重大项目。 4、据2026年4月29日投资者关系活动记录表，公司联营企业万林数链拟美股上市事宜已获安徽省发改委、商务厅备案，外汇手续正在办理中。	参股公司万林数链主营业务为区块链场景应用服务，包括商品区块链溯源及认证服务、数字标签服务等，上市工作有序推进中	2026-03-12\|14.97\|-1.64\|15.29\|15.37\|14.93\|25048;2026-03-13\|15.09\|0.80\|15.05\|15.44\|14.90\|26405;2026-03-16\|15.26\|1.13\|15.09\|15.38\|14.97\|25066;2026-03-17\|14.84\|-2.75\|15.33\|15.33\|14.69\|23618;2026-03-18\|15.14\|2.02\|14.96\|15.14\|14.81\|20923;2026-03-19\|14.64\|-3.30\|15.00\|15.16\|14.61\|20049;2026-03-20\|13.92\|-4.92\|14.74\|14.96\|13.85\|43017;2026-03-23\|12.95\|-6.97\|13.78\|13.80\|12.80\|45667;2026-03-24\|14.03\|8.34\|13.58\|14.07\|13.18\|49583;2026-03-25\|14.52\|3.49\|14.18\|14.66\|14.04\|42467;2026-03-26\|14.11\|-2.82\|14.60\|14.69\|13.95\|28435;2026-03-27\|14.35\|1.70\|14.10\|14.40\|13.82\|21793;2026-03-30\|14.60\|1.74\|14.35\|14.60\|14.08\|23580;2026-03-31\|14.27\|-2.26\|14.53\|14.78\|14.20\|21416;2026-04-01\|14.36\|0.63\|14.56\|14.72\|14.23\|24539;2026-04-02\|14.07\|-2.02\|14.39\|14.50\|13.85\|27693;2026-04-03\|13.57\|-3.55\|14.07\|14.17\|13.49\|29965;2026-04-07\|14.12\|4.05\|13.56\|14.12\|13.44\|30532;2026-04-08\|14.73\|4.32\|14.49\|14.80\|14.42\|26745;2026-04-09\|14.39\|-2.31\|14.70\|14.75\|14.28\|20837;2026-04-10\|14.87\|3.34\|14.44\|14.90\|14.35\|26867;2026-04-13\|14.90\|0.20\|14.84\|14.90\|14.44\|23048;2026-04-14\|15.07\|1.14\|14.97\|15.20\|14.77\|17726;2026-04-15\|14.87\|-1.33\|15.20\|15.20\|14.82\|17683;2026-04-16\|15.65\|5.25\|14.91\|16.14\|14.70\|45853;2026-04-17\|15.48\|-1.09\|15.58\|15.94\|15.46\|28904;2026-04-20\|15.68\|1.29\|15.49\|15.73\|15.45\|21020;2026-04-21\|16.60\|5.87\|15.68\|16.90\|15.60\|68372;2026-04-22\|16.75\|0.90\|16.68\|17.28\|16.48\|81145;2026-04-23\|18.83\|12.42\|16.98\|19.55\|16.70\|172240;2026-04-24\|18.80\|-0.16\|19.60\|19.88\|18.71\|187780;2026-04-27\|18.38\|-2.23\|18.72\|19.08\|18.04\|119058;2026-04-28\|19.06\|3.70\|18.65\|19.45\|17.83\|115530;2026-04-29\|19.50\|2.31\|19.03\|19.86\|18.88\|74922;2026-04-30\|19.19\|-1.59\|19.60\|20.16\|19.12\|61702;2026-05-06\|19.19\|0.00\|19.19\|19.43\|18.80\|55307;2026-05-07\|18.77\|-2.19\|19.22\|19.88\|18.69\|54323;2026-05-08\|19.55\|4.16\|18.75\|20.10\|18.73\|78980;2026-05-11\|20.49\|4.81\|19.69\|20.85\|19.29\|72702;2026-05-12\|20.93\|2.15\|20.43\|21.20\|20.01\|60639;2026-05-13\|21.82\|4.25\|20.82\|22.00\|20.06\|81533;2026-05-14\|22.05\|1.05\|22.13\|22.58\|21.69\|65428;2026-05-15\|22.70\|2.95\|22.05\|22.76\|21.90\|58051;2026-05-18\|22.66\|-0.18\|23.00\|24.94\|21.56\|135665;2026-05-19\|21.25\|-6.22\|23.04\|23.04\|20.92\|115995;2026-05-20\|21.18\|-0.33\|21.12\|22.48\|20.80\|86853;2026-05-21\|20.89\|-1.37\|21.17\|21.85\|20.70\|71044;2026-05-22\|21.86\|4.64\|20.89\|22.55\|20.70\|66398;2026-05-25\|21.60\|-1.19\|22.23\|22.23\|21.26\|47641;2026-05-26\|21.12\|-2.22\|21.62\|24.58\|20.65\|53499;2026-05-27\|20.75\|-1.75\|21.27\|21.43\|20.49\|42502;2026-05-28\|22.03\|6.17\|20.69\|22.05\|20.25\|66742;2026-05-29\|21.05\|-4.45\|22.20\|22.48\|20.68\|79247;2026-06-01\|25.26\|20.00\|22.95\|25.26\|22.82\|57023;2026-06-02\|26.05\|3.13\|29.15\|29.15\|24.46\|220416;2026-06-03\|25.92\|-0.50\|25.92\|26.70\|25.35\|117066;2026-06-04\|27.42\|5.79\|25.74\|27.70\|25.50\|97525;2026-06-05\|27.90\|1.75\|27.13\|28.12\|26.90\|84252;2026-06-08\|26.65\|-4.48\|27.37\|27.44\|25.76\|87309;2026-06-09\|27.44\|2.96\|26.90\|27.97\|26.62\|59052;2026-06-10\|26.50\|-3.43\|27.00\|28.67\|26.30\|60993;2026-06-11\|25.95\|-2.08\|26.31\|26.65\|25.47\|46302;2026-06-12\|24.80\|-4.43\|26.33\|26.50\|24.71\|47155;2026-06-15\|24.89\|0.36\|25.29\|25.69\|24.76\|38967;2026-06-16\|27.15\|9.08\|24.89\|27.66\|24.34\|74718;2026-06-17\|27.46\|1.33\|27.04\|27.60\|26.52\|47677;2026-06-18\|27.94\|1.75\|27.16\|28.38\|26.75\|54875;2026-06-22\|28.73\|2.83\|27.89\|28.80\|26.62\|61325;2026-06-23\|28.35\|-1.32\|29.03\|29.50\|27.99\|47910;2026-06-24\|27.80\|-1.94\|28.00\|28.50\|27.00\|40301;2026-06-25\|27.50\|-1.08\|28.20\|28.33\|27.35\|29619;2026-06-26\|27.03\|-1.71\|27.49\|28.00\|26.80\|30707;2026-06-29\|27.16\|0.48\|27.20\|27.50\|26.11\|38521;2026-06-30\|27.99\|3.06\|27.28\|28.00\|26.58\|35182;2026-07-01\|27.60\|-1.39\|28.55\|29.19\|27.31\|31947;2026-07-02\|26.42\|-4.28\|27.19\|28.63\|26.38\|41310;2026-07-03\|27.15\|2.76\|26.75\|27.94\|26.64\|45061;2026-07-06\|28.21\|3.90\|27.55\|29.29\|27.17\|63677;2026-07-07\|28.01\|-0.71\|28.21\|28.48\|27.23\|47340;2026-07-08\|28.08\|0.25\|28.27\|28.79\|27.08\|49764;2026-07-09\|29.85\|6.30\|28.03\|30.00\|27.60\|75866;2026-07-10\|30.09\|0.80\|29.56\|31.48\|29.56\|66722;2026-07-13\|27.01\|-10.24\|29.57\|30.38\|26.90\|83769;2026-07-14\|27.89\|3.26\|27.50\|28.11\|26.25\|55984;2026-07-15\|29.86\|7.06\|27.89\|30.58\|27.55\|65793;2026-07-16\|29.61\|-0.84\|29.60\|30.70\|29.01\|74713;2026-07-17\|23.69\|-19.99\|29.88\|29.88\|23.69\|115064;2026-07-20\|20.92\|-11.69\|23.68\|25.97\|18.95\|131637;2026-07-21\|24.28\|16.06\|21.42\|24.98\|18.69\|114325;2026-07-22\|22.69\|-6.55\|23.87\|24.50\|22.10\|44826
80734	其它归类	股权转让+数字营销+华为概念 1、据2026年5月11日公告，公司控股股东深蕾科技于2026年5月7日签署《第二期股份转让协议》，拟受让汪坤、门庆娟、无锡峻茂合计持有的公司9.99%股份，目前尚需取得深交所合规性确认等程序。 2、据2026年5月14日机构调研，公司数字营销业务专注头部媒体平台，是字节跳动旗下抖音平台巨量引擎综合代理商、巨量千川服务商、巨量本地推综合代理商及小红书蒲公英服务商。 3、据2023年年报及2026年5月14日机构调研，公司主营移动信息服务和数字营销业务，已积累包括华为在内的多家大型优质客户，服务形式涵盖国内短信、国际短信、视频短信、5G消息等。	公司数字营销业务主要布局于短视频和信息流领域，公司已与字节跳动旗下媒体平台（今日头条、抖音、西瓜视频等）等国内顶级媒体建立了稳定合作关系	2026-03-12\|80.58\|-1.77\|81.90\|82.38\|79.90\|14198;2026-03-13\|80.61\|0.04\|79.91\|81.88\|79.50\|13055;2026-03-16\|85.00\|5.45\|80.43\|85.90\|80.00\|38092;2026-03-17\|82.16\|-3.34\|84.79\|84.85\|82.04\|19116;2026-03-18\|84.77\|3.18\|82.51\|84.88\|81.90\|23980;2026-03-19\|80.87\|-4.60\|83.11\|83.71\|80.40\|25245;2026-03-20\|80.01\|-1.06\|81.25\|84.65\|80.01\|32558;2026-03-23\|75.06\|-6.19\|78.57\|78.75\|74.01\|29132;2026-03-24\|77.43\|3.16\|76.56\|77.84\|74.29\|23763;2026-03-25\|78.30\|1.12\|78.38\|80.38\|77.90\|17638;2026-03-26\|76.28\|-2.58\|78.20\|78.67\|75.71\|14338;2026-03-27\|76.92\|0.84\|74.61\|77.77\|74.50\|14966;2026-03-30\|76.31\|-0.79\|75.13\|77.07\|75.13\|18102;2026-03-31\|74.83\|-1.94\|76.07\|78.40\|74.83\|16386;2026-04-01\|76.13\|1.74\|76.86\|78.33\|75.02\|19236;2026-04-02\|73.20\|-3.85\|77.18\|77.18\|72.47\|19032;2026-04-03\|72.59\|-0.83\|73.58\|74.96\|71.11\|30275;2026-04-07\|73.86\|1.75\|72.40\|75.00\|72.40\|21129;2026-04-08\|79.22\|7.26\|75.50\|79.80\|75.00\|31729;2026-04-09\|78.23\|-1.25\|77.80\|78.77\|76.08\|24400;2026-04-10\|78.24\|0.01\|78.53\|81.80\|77.84\|24752;2026-04-13\|78.24\|0.00\|77.14\|79.30\|76.68\|20931;2026-04-14\|81.32\|3.94\|78.34\|83.57\|78.30\|47586;2026-04-15\|82.50\|1.45\|81.70\|84.20\|80.35\|39048;2026-04-16\|84.69\|2.65\|82.45\|86.43\|81.02\|41530;2026-04-17\|87.40\|3.20\|84.87\|87.84\|84.00\|46130;2026-04-20\|87.01\|-0.45\|87.17\|87.50\|83.65\|48402;2026-04-21\|87.81\|0.92\|86.30\|89.18\|85.84\|31606;2026-04-22\|88.95\|1.30\|86.90\|89.40\|86.68\|29099;2026-04-23\|101.32\|13.91\|90.55\|105.21\|88.96\|122321;2026-04-24\|93.82\|-7.40\|99.18\|99.99\|93.48\|70194;2026-04-27\|99.40\|5.95\|96.22\|101.61\|92.83\|52644;2026-04-28\|98.50\|-0.91\|99.00\|102.00\|96.35\|40958;2026-04-29\|95.00\|-3.55\|97.65\|100.31\|93.53\|53771;2026-04-30\|94.37\|-0.66\|94.33\|95.21\|91.29\|31474;2026-05-06\|94.57\|0.21\|91.99\|98.80\|91.99\|38248;2026-05-07\|97.06\|2.63\|93.71\|98.38\|92.55\|32650;2026-05-08\|94.60\|-2.53\|96.00\|97.73\|93.72\|29411;2026-05-11\|92.91\|-1.79\|94.57\|96.50\|92.00\|36835;2026-05-12\|111.49\|20.00\|111.49\|111.49\|111.49\|26332;2026-05-13\|133.79\|20.00\|132.98\|133.79\|117.11\|111846;2026-05-14\|149.81\|11.97\|154.22\|160.00\|149.81\|155468;2026-05-15\|166.00\|10.81\|158.55\|173.00\|158.55\|91591;2026-05-18\|181.00\|9.04\|160.10\|192.98\|160.10\|94438;2026-05-19\|176.38\|-2.55\|176.48\|179.00\|169.00\|51225;2026-05-20\|182.95\|3.72\|175.33\|186.68\|171.00\|59269;2026-05-21\|178.90\|-2.21\|185.01\|188.00\|175.96\|45467;2026-05-22\|185.30\|3.58\|181.02\|188.00\|175.95\|45577;2026-05-25\|186.58\|0.69\|180.04\|193.02\|179.58\|66967;2026-05-26\|218.99\|17.37\|209.61\|223.90\|209.61\|121252;2026-05-27\|226.99\|3.65\|207.31\|231.69\|206.00\|91975;2026-05-28\|214.02\|-5.71\|221.84\|226.97\|208.00\|60713;2026-05-29\|207.90\|-2.86\|212.17\|218.65\|202.04\|57567;2026-06-01\|206.87\|-0.50\|204.72\|208.20\|193.02\|45714;2026-06-02\|225.00\|8.76\|202.16\|234.87\|200.01\|70383;2026-06-03\|205.86\|-8.51\|227.25\|227.88\|188.88\|79910;2026-06-04\|197.40\|-4.11\|195.52\|204.80\|195.00\|41067;2026-06-05\|187.70\|-4.91\|196.48\|198.23\|185.80\|45652;2026-06-08\|176.00\|-6.23\|178.00\|189.88\|169.00\|74430;2026-06-09\|170.20\|-3.30\|177.64\|177.80\|165.65\|51113;2026-06-10\|168.86\|-0.79\|168.50\|175.01\|165.11\|45641;2026-06-11\|165.98\|-1.71\|165.02\|169.00\|161.80\|28231;2026-06-12\|163.82\|-1.30\|177.75\|187.00\|163.22\|64559;2026-06-15\|182.00\|11.10\|167.93\|182.70\|165.46\|68981;2026-06-16\|170.45\|-6.35\|180.00\|180.00\|165.88\|61015;2026-06-17\|156.85\|-7.98\|168.40\|170.00\|154.00\|71561;2026-06-18\|159.80\|1.88\|155.68\|165.75\|154.18\|51790;2026-06-22\|158.69\|-0.69\|158.91\|162.50\|154.76\|33937;2026-06-23\|155.29\|-2.14\|157.11\|159.50\|153.00\|28040;2026-06-24\|153.13\|-1.39\|155.39\|156.96\|147.60\|36687;2026-06-25\|151.30\|-1.20\|152.84\|155.61\|150.00\|20957;2026-06-26\|145.00\|-4.16\|151.27\|151.27\|143.01\|22925;2026-06-29\|140.05\|-3.41\|145.20\|147.96\|138.16\|24045;2026-06-30\|147.81\|5.54\|140.00\|160.06\|137.90\|66282;2026-07-01\|149.11\|0.88\|148.12\|153.89\|145.60\|35444;2026-07-02\|139.75\|-6.28\|149.11\|151.36\|138.00\|32412;2026-07-03\|145.36\|4.01\|143.04\|151.95\|140.00\|59031;2026-07-06\|140.20\|-3.55\|141.88\|144.49\|137.87\|38683;2026-07-07\|126.20\|-9.99\|138.73\|143.00\|122.00\|50778;2026-07-08\|123.00\|-2.54\|128.50\|128.50\|121.12\|30732;2026-07-09\|125.20\|1.79\|122.60\|128.21\|120.00\|28070;2026-07-10\|123.81\|-1.11\|125.47\|128.28\|123.00\|24290;2026-07-13\|111.99\|-9.55\|122.00\|123.80\|110.32\|25393;2026-07-14\|114.23\|2.00\|113.08\|114.49\|108.00\|17621;2026-07-15\|112.05\|-1.91\|115.00\|115.60\|112.01\|17508;2026-07-16\|108.00\|-3.61\|112.20\|112.20\|107.08\|19958;2026-07-17\|96.20\|-10.93\|109.38\|109.38\|96.00\|36742;2026-07-20\|86.30\|-10.29\|99.15\|99.40\|83.85\|33326;2026-07-21\|101.00\|17.03\|87.00\|102.00\|80.99\|59713;2026-07-22\|104.46\|3.43\|99.99\|110.00\|99.58\|31302

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