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
120486	中报业绩密集披露	中报预增+草甘膦+蛋氨酸+磷矿 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润3.70亿元至4.30亿元，同比增加614.68%到730.57%，主要系部分产品价格快速上涨。 2、据2026年7月14日公告，受地缘冲突影响，黄磷等原材料成本提升及美国将草甘膦纳入关键战略物资，推动草甘膦、双甘膦价格走高，板块利润明显改善。 3、据2026年7月14日公告，蛋氨酸行业因原料短缺导致供应缺口扩大，价格快速上涨，带动公司蛋氨酸板块利润上升。 4、据2025年年报，公司拥有马边烟峰磷矿，并通过控股AEV控制澳大利亚最大高品质磷矿Wonarah磷矿，合计拥有62,391万吨储量的磷矿资源。	公司预计上半年净利同比增长614.68%-730.57%，业绩变动主要系部分产品价格快速上涨，蛋氨酸及双甘膦/草甘膦板块利润上升	2026-07-03\|2.33\|-0.85\|2.38\|2.41\|2.30\|1609744;2026-07-06\|2.33\|0.00\|2.32\|2.37\|2.30\|1443022;2026-07-07\|2.23\|-4.29\|2.33\|2.34\|2.23\|1508177;2026-07-08\|2.18\|-2.24\|2.23\|2.24\|2.16\|1395766;2026-07-09\|2.15\|-1.38\|2.17\|2.19\|2.08\|1630518;2026-07-10\|2.16\|0.47\|2.15\|2.20\|2.10\|1341516;2026-07-13\|2.08\|-3.70\|2.15\|2.17\|2.07\|1434263;2026-07-14\|2.29\|10.10\|2.16\|2.29\|2.15\|3125746;2026-07-15\|2.32\|1.31\|2.33\|2.39\|2.29\|3128229;2026-07-16\|2.24\|-3.45\|2.29\|2.33\|2.23\|2108496;2026-07-17\|2.25\|0.45\|2.23\|2.29\|2.22\|1893701;2026-07-20\|2.28\|1.33\|2.25\|2.31\|2.23\|2004968;2026-07-21\|2.31\|1.32\|2.26\|2.33\|2.25\|1875814;2026-07-22\|2.36\|2.16\|2.29\|2.41\|2.28\|1992832;2026-07-23\|2.39\|1.27\|2.33\|2.40\|2.31\|1881036;2026-07-24\|2.29\|-4.18\|2.37\|2.40\|2.28\|1714285;2026-07-27\|2.34\|2.18\|2.28\|2.36\|2.27\|1265674;2026-07-28\|2.30\|-1.71\|2.32\|2.35\|2.28\|1320829;2026-07-29\|2.36\|2.61\|2.30\|2.38\|2.29\|1688179;2026-07-30\|2.35\|-0.42\|2.34\|2.39\|2.32\|1468186;2026-07-31\|2.37\|0.85\|2.35\|2.39\|2.35\|1430166;2026-08-03\|2.39\|0.84\|2.37\|2.40\|2.34\|1426003;2026-08-04\|2.39\|0.00\|2.38\|2.42\|2.37\|1258371;2026-08-05\|2.43\|1.67\|2.39\|2.46\|2.38\|1703402;2026-08-06\|2.40\|-1.23\|2.43\|2.46\|2.37\|1496153;2026-08-07\|2.41\|0.42\|2.39\|2.42\|2.36\|1279659;2026-08-10\|2.48\|2.90\|2.40\|2.52\|2.40\|1965613;2026-08-11\|2.42\|-2.42\|2.50\|2.50\|2.41\|1640007;2026-08-12\|2.42\|0.00\|2.40\|2.43\|2.39\|1280923;2026-08-13\|2.35\|-2.89\|2.40\|2.41\|2.34\|1473560;2026-08-14\|2.37\|0.85\|2.34\|2.38\|2.32\|1065304;2026-08-17\|2.44\|2.95\|2.39\|2.49\|2.38\|1831885;2026-08-18\|2.41\|-1.23\|2.43\|2.47\|2.40\|1676379;2026-08-19\|2.35\|-2.49\|2.42\|2.42\|2.34\|1500593;2026-08-20\|2.38\|1.28\|2.36\|2.40\|2.35\|1213579;2026-08-21\|2.37\|-0.42\|2.37\|2.39\|2.32\|1199296;2026-08-24\|2.42\|2.11\|2.37\|2.42\|2.34\|1612288;2026-08-25\|2.39\|-1.24\|2.38\|2.42\|2.37\|1536076;2026-08-26\|2.37\|-0.84\|2.35\|2.41\|2.32\|1861484;2026-08-27\|2.40\|1.27\|2.35\|2.42\|2.34\|2231814;2026-08-28\|2.44\|1.67\|2.40\|2.46\|2.37\|2685340;2026-08-31\|2.38\|-2.46\|2.44\|2.46\|2.36\|1972030;2026-09-01\|2.43\|2.10\|2.37\|2.49\|2.36\|2645027;2026-09-02\|2.35\|-3.29\|2.43\|2.45\|2.32\|3135461;2026-09-03\|2.30\|-2.13\|2.33\|2.35\|2.29\|1876771;2026-09-04\|2.30\|0.00\|2.31\|2.36\|2.29\|1760156;2026-09-07\|2.30\|0.00\|2.31\|2.33\|2.28\|1188393;2026-09-08\|2.53\|10.00\|2.31\|2.53\|2.30\|5932409;2026-09-09\|2.56\|1.19\|2.53\|2.58\|2.50\|5981817;2026-09-10\|2.46\|-3.91\|2.52\|2.53\|2.45\|2891191;2026-09-11\|2.37\|-3.66\|2.44\|2.45\|2.33\|2879840;2026-09-14\|2.32\|-2.11\|2.35\|2.37\|2.31\|2357107;2026-09-15\|2.23\|-3.88\|2.31\|2.32\|2.22\|2717309;2026-09-16\|2.27\|1.79\|2.22\|2.28\|2.20\|1333168;2026-09-17\|2.25\|-0.88\|2.24\|2.27\|2.23\|1111780;2026-09-18\|2.26\|0.44\|2.26\|2.27\|2.24\|1173886;2026-09-21\|2.29\|1.33\|2.25\|2.30\|2.25\|1443439;2026-09-22\|2.28\|-0.44\|2.29\|2.31\|2.27\|1209333;2026-09-23\|2.25\|-1.32\|2.27\|2.28\|2.24\|960998;2026-09-24\|2.22\|-1.33\|2.24\|2.26\|2.21\|836185;2026-09-28\|2.16\|-2.70\|2.22\|2.23\|2.15\|1166191;2026-09-29\|2.18\|0.93\|2.15\|2.19\|2.15\|665216;2026-09-30\|2.19\|0.46\|2.18\|2.20\|2.17\|682859;2026-10-08\|2.19\|0.00\|2.19\|2.22\|2.17\|1010728;2026-10-09\|2.23\|1.83\|2.18\|2.24\|2.18\|1289543;2026-10-12\|2.18\|-2.24\|2.22\|2.24\|2.17\|1196893;2026-10-13\|2.19\|0.46\|2.17\|2.20\|2.14\|995715;2026-10-14\|2.17\|-0.91\|2.17\|2.20\|2.16\|752209;2026-10-15\|2.11\|-2.77\|2.15\|2.16\|2.10\|1165413;2026-10-16\|2.11\|0.00\|2.12\|2.15\|2.10\|813899;2026-10-19\|2.10\|-0.47\|2.09\|2.12\|2.09\|581774;2026-10-20\|2.11\|0.48\|2.10\|2.12\|2.09\|622063;2026-10-21\|2.12\|0.47\|2.11\|2.13\|2.10\|620807;2026-10-22\|2.07\|-2.36\|2.11\|2.12\|2.07\|816732;2026-10-23\|2.09\|0.97\|2.06\|2.09\|1.99\|1200325;2026-10-26\|2.08\|-0.48\|2.07\|2.09\|2.05\|649941;2026-10-27\|2.04\|-1.92\|2.08\|2.10\|2.04\|774123;2026-10-28\|2.04\|0.00\|2.05\|2.06\|2.03\|630454;2026-10-29\|2.01\|-1.47\|2.04\|2.05\|2.00\|769179;2026-10-30\|2.00\|-0.50\|2.00\|2.04\|1.97\|862378;2026-11-02\|2.02\|1.00\|2.00\|2.03\|1.99\|958532;2026-11-03\|2.04\|0.99\|2.02\|2.06\|2.01\|1000807;2026-11-04\|2.07\|1.47\|2.04\|2.08\|2.02\|1247647;2026-11-05\|2.09\|0.97\|2.07\|2.10\|2.06\|957773;2026-11-06\|2.06\|-1.44\|2.05\|2.09\|2.03\|812351;2026-11-09\|2.04\|-0.97\|2.07\|2.08\|2.04\|625853;2026-11-10\|2.04\|0.00\|2.05\|2.06\|2.04\|439632;2026-11-11\|2.05\|0.49\|2.04\|2.06\|2.03\|677552;2026-11-12\|2.02\|-1.46\|2.05\|2.06\|2.02\|821463
120485	中报业绩密集披露	中报预增+康养服务+银发经济+机器人 1、据2026年7月14日业绩预告，公司预计2026年上半年归母净利润450万元至600万元，同比增长154.52%至239.37%，主要系康养业务收入同比增长约103%及城市更新业务收入增长约39%所致。 2、据2026年7月14日业绩预告，公司康养业务增长源于2026年1月并购控股浙江康芮嘉养健康管理有限公司，以及受托运营的上海奉贤区金海悦心颐养院纳入合并报表。 3、据2026年7月1日投资者关系活动记录表，公司坚定推行“公建民营”合作模式，构建“机构+社区+居家”的区域养老服务网络，目前已落地运营上海奉贤金海悦心颐养院等多个项目，其中奉贤项目入住率达97%以上。 4、据2026年4月6日投资者关系，2025年公司通过参股投资了上海金矢机器人科技有限公司，并合资设立上海悦心金矢机器人科技有限公司。合资公司将专注于老年人智能护理设备、康复辅助器具等产品的研发与销售。	公司上半年净利润预计增长154.52%—239.37%，变动原因如下：1、康养业务：公司于2026年1月并购控股浙江康芮嘉养健康管理有限公司以及公司受托运营的上海奉贤区金海悦心颐养院于本报告期纳入合并报表，带动康养业务收入同比增长约103%；2、城市更新业务：营业收入同比增长约39%，增长主要来源于公司运营的上海陆家嘴世纪大道亚朵见野酒店的营业收入。该酒店原为关联方上海胜康斯米克房产投资有限公司持有的陆家嘴核心商务区物业，由公司承租并实施改造后，于2025年9月投入运营。上年同期无此项收入；3、瓷砖业务：	2026-07-03\|3.67\|3.97\|3.53\|3.69\|3.49\|166809;2026-07-06\|3.61\|-1.63\|3.69\|3.72\|3.60\|118250;2026-07-07\|3.51\|-2.77\|3.61\|3.63\|3.50\|98154;2026-07-08\|3.54\|0.85\|3.51\|3.56\|3.47\|96508;2026-07-09\|3.53\|-0.28\|3.54\|3.57\|3.40\|121591;2026-07-10\|3.59\|1.70\|3.52\|3.65\|3.48\|133185;2026-07-13\|3.47\|-3.34\|3.57\|3.62\|3.45\|120003;2026-07-14\|3.82\|10.09\|3.66\|3.82\|3.55\|398706;2026-07-15\|3.91\|2.36\|3.82\|3.98\|3.76\|585584;2026-07-16\|3.89\|-0.51\|3.88\|3.98\|3.85\|388898;2026-07-17\|3.84\|-1.29\|3.92\|4.02\|3.79\|311194;2026-07-20\|3.80\|-1.04\|3.84\|3.90\|3.75\|238954;2026-07-21\|3.80\|0.00\|3.80\|3.82\|3.65\|224136;2026-07-22\|3.81\|0.26\|3.75\|3.83\|3.75\|152347;2026-07-23\|3.83\|0.52\|3.76\|3.83\|3.73\|150008;2026-07-24\|3.67\|-4.18\|3.78\|3.81\|3.67\|121729;2026-07-27\|3.90\|6.27\|3.67\|3.92\|3.66\|273779;2026-07-28\|3.96\|1.54\|3.87\|4.01\|3.85\|224549;2026-07-29\|3.96\|0.00\|3.98\|4.02\|3.94\|186453;2026-07-30\|3.95\|-0.25\|3.94\|4.00\|3.92\|175704;2026-07-31\|3.91\|-1.01\|3.93\|3.96\|3.85\|207332;2026-08-03\|4.00\|2.30\|3.93\|4.00\|3.92\|173839;2026-08-04\|3.99\|-0.25\|4.02\|4.03\|3.95\|152921;2026-08-05\|4.01\|0.50\|4.00\|4.03\|3.96\|129150;2026-08-06\|4.02\|0.25\|4.01\|4.02\|3.93\|121446;2026-08-07\|4.00\|-0.50\|4.03\|4.04\|3.91\|121645;2026-08-10\|4.14\|3.50\|4.00\|4.15\|3.97\|201529;2026-08-11\|4.07\|-1.69\|4.11\|4.14\|4.06\|104827;2026-08-12\|4.15\|1.97\|4.07\|4.16\|4.05\|159900;2026-08-13\|4.09\|-1.45\|4.11\|4.20\|3.98\|343723;2026-08-14\|4.10\|0.24\|4.11\|4.28\|4.06\|254031;2026-08-17\|4.17\|1.71\|4.08\|4.20\|4.02\|202815;2026-08-18\|4.13\|-0.96\|4.16\|4.21\|4.09\|151181;2026-08-19\|3.98\|-3.63\|4.12\|4.13\|3.97\|143210;2026-08-20\|4.07\|2.26\|4.02\|4.08\|3.99\|109733;2026-08-21\|4.00\|-1.72\|4.04\|4.04\|3.94\|113367;2026-08-24\|3.92\|-2.00\|4.00\|4.02\|3.91\|91928;2026-08-25\|4.04\|3.06\|3.90\|4.06\|3.88\|124715;2026-08-26\|4.05\|0.25\|4.03\|4.13\|4.02\|107589;2026-08-27\|4.06\|0.25\|4.05\|4.08\|4.01\|74095;2026-08-28\|4.07\|0.25\|4.04\|4.10\|4.02\|81977;2026-08-31\|4.10\|0.74\|4.07\|4.13\|4.04\|125978;2026-09-01\|4.16\|1.46\|4.10\|4.17\|4.10\|97177;2026-09-02\|4.10\|-1.44\|4.12\|4.15\|4.07\|78409;2026-09-03\|4.03\|-1.71\|4.12\|4.14\|4.03\|77366;2026-09-04\|4.02\|-0.25\|4.06\|4.10\|4.01\|82196;2026-09-07\|4.05\|0.75\|4.01\|4.07\|4.01\|66202;2026-09-08\|4.10\|1.23\|4.07\|4.12\|4.04\|95205;2026-09-09\|4.51\|10.00\|4.51\|4.51\|4.27\|1102023;2026-09-10\|4.59\|1.77\|4.33\|4.88\|4.21\|1427915;2026-09-11\|4.13\|-10.02\|4.40\|4.41\|4.13\|895075;2026-09-14\|3.96\|-4.12\|4.04\|4.12\|3.92\|496986;2026-09-15\|3.85\|-2.78\|3.97\|4.01\|3.82\|358292;2026-09-16\|3.91\|1.56\|3.80\|3.95\|3.77\|258323;2026-09-17\|3.97\|1.53\|3.88\|3.98\|3.87\|238801;2026-09-18\|4.04\|1.76\|3.97\|4.14\|3.95\|294894;2026-09-21\|4.28\|5.94\|4.17\|4.39\|4.15\|497894;2026-09-22\|4.21\|-1.64\|4.30\|4.35\|4.17\|358679;2026-09-23\|4.15\|-1.43\|4.22\|4.26\|4.15\|172246;2026-09-24\|4.11\|-0.96\|4.12\|4.21\|4.08\|167909;2026-09-28\|4.13\|0.49\|4.14\|4.18\|4.08\|201778;2026-09-29\|4.18\|1.21\|4.12\|4.22\|4.07\|177981;2026-09-30\|4.19\|0.24\|4.17\|4.21\|4.12\|168385;2026-10-08\|4.23\|0.95\|4.32\|4.37\|4.18\|327523;2026-10-09\|4.41\|4.26\|4.20\|4.43\|4.19\|366556;2026-10-12\|4.49\|1.81\|4.36\|4.61\|4.31\|527124;2026-10-13\|4.39\|-2.23\|4.40\|4.57\|4.37\|463776;2026-10-14\|4.22\|-3.87\|4.34\|4.37\|4.18\|321407;2026-10-15\|4.19\|-0.71\|4.15\|4.28\|4.10\|195444;2026-10-16\|4.17\|-0.48\|4.23\|4.27\|4.08\|276285;2026-10-19\|4.02\|-3.60\|4.10\|4.13\|3.94\|276435;2026-10-20\|4.02\|0.00\|4.02\|4.04\|3.96\|134290;2026-10-21\|3.92\|-2.49\|4.02\|4.06\|3.89\|203941;2026-10-22\|3.82\|-2.55\|3.91\|3.95\|3.80\|149408;2026-10-23\|3.82\|0.00\|3.78\|3.84\|3.58\|248856;2026-10-26\|3.78\|-1.05\|3.79\|3.84\|3.73\|163909;2026-10-27\|3.62\|-4.23\|3.78\|3.80\|3.60\|176175;2026-10-28\|3.65\|0.83\|3.63\|3.67\|3.57\|125276;2026-10-29\|3.58\|-1.92\|3.64\|3.71\|3.56\|129997;2026-10-30\|3.51\|-1.96\|3.56\|3.65\|3.50\|143498;2026-11-02\|3.60\|2.56\|3.55\|3.61\|3.46\|144906;2026-11-03\|3.64\|1.11\|3.66\|3.81\|3.60\|266558;2026-11-04\|3.62\|-0.55\|3.62\|3.64\|3.53\|246125;2026-11-05\|3.69\|1.93\|3.62\|3.70\|3.60\|186819;2026-11-06\|3.64\|-1.35\|3.62\|3.70\|3.60\|130690;2026-11-09\|3.66\|0.55\|3.67\|3.70\|3.66\|102846;2026-11-10\|3.72\|1.64\|3.68\|3.72\|3.66\|83811;2026-11-11\|3.77\|1.34\|3.72\|3.81\|3.70\|128451;2026-11-12\|3.77\|0.00\|3.76\|3.82\|3.73\|138678
120484	中报业绩密集披露	中报预增+油气+锂矿+萤石矿收购 1、据2026年7月14日公告，公司预计2026年上半年归母净利润4.7亿元至5.5亿元，同比增长68%到96%。业绩增长主因公司锂资源一体化产业链运营稳定，紧抓锂盐价格回暖机遇扩大产销规模；同时受美伊冲突带动国际油价上涨影响，公司油气业务整体收益提升。 2、据2026年6月25日公告，公司涠洲10-3油田西区开发项目已投产，预计今年第四季度可达到日产10,000桶的高峰产量，保障了原油产量的接续和稳定。 3、据2026年3月25日年报，公司构建“铁矿石+油气+新能源”三大核心赛道，锂资源一体化产业链已全线贯通；据2026年7月3日互动易，第三批2万吨锂精矿已于6月25日运抵海南洋浦港。 4、据2026年6月2日公告，公司拟收购洛阳丰瑞氟业69.90%股权事项已获上交所受理，标的公司保有萤石资源量1350万吨，平均品位47.07%，并拥有3万吨/年无水氟化氢产线。	1、公司上半年净利润预计同比增长68%至96%，公司锂资源一体化产业链在成本持续优化的前提下不断提升产品品质，并紧抓锂盐价格回暖的市场机遇扩大产销规模，贡献了重要的利润增量。同时，受国际油价上涨影响，油气业务整体收益同比提升。此外，子公司洛克石油收到八角场致密气项目专项财政补助1.03亿元，进一步增厚了当期收益； 2、海南本地股，主营铁矿石采选和销售，控股子公司洛克石油从事油气勘探开发业务	2026-07-03\|8.66\|-0.57\|8.83\|8.97\|8.59\|294788;2026-07-06\|8.55\|-1.27\|8.67\|8.93\|8.51\|208193;2026-07-07\|8.23\|-3.74\|8.46\|8.59\|8.20\|180952;2026-07-08\|8.14\|-1.09\|8.31\|8.38\|8.11\|188274;2026-07-09\|7.91\|-2.83\|8.14\|8.18\|7.83\|196770;2026-07-10\|7.94\|0.38\|7.84\|8.06\|7.70\|176186;2026-07-13\|7.79\|-1.89\|8.00\|8.05\|7.74\|156906;2026-07-14\|8.57\|10.01\|8.00\|8.57\|7.91\|372357;2026-07-15\|8.47\|-1.17\|8.44\|8.74\|8.42\|322477;2026-07-16\|8.34\|-1.53\|8.49\|8.57\|8.29\|216339;2026-07-17\|8.23\|-1.32\|8.41\|8.64\|8.22\|290988;2026-07-20\|8.58\|4.25\|8.38\|8.68\|8.36\|367161;2026-07-21\|8.49\|-1.05\|8.44\|8.59\|8.35\|345573;2026-07-22\|8.70\|2.47\|8.50\|8.72\|8.50\|330941;2026-07-23\|8.89\|2.18\|8.78\|8.96\|8.61\|374045;2026-07-24\|8.46\|-4.84\|8.85\|8.98\|8.45\|305686;2026-07-27\|8.61\|1.77\|8.34\|8.65\|8.28\|244781;2026-07-28\|8.62\|0.12\|8.54\|8.67\|8.48\|175375;2026-07-29\|8.86\|2.78\|8.64\|8.97\|8.59\|252383;2026-07-30\|9.03\|1.92\|8.95\|9.25\|8.92\|264605;2026-07-31\|9.12\|1.00\|9.01\|9.16\|8.91\|202230;2026-08-03\|9.23\|1.21\|9.06\|9.33\|8.97\|177704;2026-08-04\|9.18\|-0.54\|9.23\|9.31\|9.08\|155122;2026-08-05\|9.26\|0.87\|9.11\|9.33\|9.10\|162504;2026-08-06\|9.12\|-1.51\|9.29\|9.33\|9.00\|188004;2026-08-07\|9.17\|0.55\|9.12\|9.24\|9.04\|152828;2026-08-10\|9.37\|2.18\|9.20\|9.39\|9.17\|171920;2026-08-11\|9.24\|-1.39\|9.44\|9.50\|9.19\|198628;2026-08-12\|9.39\|1.62\|9.23\|9.60\|9.21\|210759;2026-08-13\|9.11\|-2.98\|9.35\|9.35\|9.08\|186872;2026-08-14\|9.18\|0.77\|9.11\|9.26\|9.06\|140520;2026-08-17\|9.34\|1.74\|9.18\|9.36\|9.08\|129578;2026-08-18\|9.50\|1.71\|9.34\|9.56\|9.32\|164019;2026-08-19\|9.23\|-2.84\|9.40\|9.54\|9.19\|157649;2026-08-20\|9.23\|0.00\|9.22\|9.47\|9.12\|132783;2026-08-21\|9.46\|2.49\|9.14\|9.48\|9.12\|161191;2026-08-24\|9.37\|-0.95\|9.42\|9.50\|9.29\|150021;2026-08-25\|9.43\|0.64\|9.44\|9.65\|9.32\|245903;2026-08-26\|9.63\|2.12\|9.37\|9.72\|9.33\|238254;2026-08-27\|9.51\|-1.25\|9.57\|9.60\|9.45\|150830;2026-08-28\|9.79\|2.94\|9.65\|9.87\|9.45\|265998;2026-08-31\|9.64\|-1.53\|9.72\|9.79\|9.51\|212020;2026-09-01\|9.74\|1.04\|9.64\|9.84\|9.58\|217747;2026-09-02\|9.58\|-1.64\|9.77\|9.82\|9.49\|180919;2026-09-03\|9.62\|0.42\|9.62\|9.72\|9.56\|140449;2026-09-04\|9.52\|-1.04\|9.66\|9.68\|9.48\|131661;2026-09-07\|9.42\|-1.05\|9.52\|9.55\|9.41\|115236;2026-09-08\|9.68\|2.76\|9.42\|9.69\|9.39\|148894;2026-09-09\|9.88\|2.07\|9.67\|9.91\|9.61\|173493;2026-09-10\|9.92\|0.40\|9.98\|10.16\|9.86\|232697;2026-09-11\|9.56\|-3.63\|10.00\|10.02\|9.46\|210947;2026-09-14\|9.47\|-0.94\|9.51\|9.60\|9.39\|136360;2026-09-15\|9.35\|-1.27\|9.45\|9.47\|9.26\|129002;2026-09-16\|9.44\|0.96\|9.35\|9.46\|9.18\|111082;2026-09-17\|9.18\|-2.75\|9.37\|9.44\|9.14\|113992;2026-09-18\|9.27\|0.98\|9.24\|9.33\|9.19\|96666;2026-09-21\|9.40\|1.40\|9.26\|9.44\|9.23\|108492;2026-09-22\|9.35\|-0.53\|9.40\|9.48\|9.26\|100688;2026-09-23\|9.11\|-2.57\|9.34\|9.36\|9.10\|100541;2026-09-24\|8.94\|-1.87\|9.08\|9.16\|8.93\|99320;2026-09-28\|8.81\|-1.45\|8.98\|8.99\|8.68\|105427;2026-09-29\|8.89\|0.91\|8.83\|8.93\|8.79\|71179;2026-09-30\|8.92\|0.34\|8.88\|8.97\|8.84\|63447;2026-10-08\|9.08\|1.79\|8.92\|9.15\|8.85\|108282;2026-10-09\|9.11\|0.33\|9.09\|9.24\|8.99\|146226;2026-10-12\|8.85\|-2.85\|9.16\|9.23\|8.83\|128734;2026-10-13\|8.87\|0.23\|8.80\|8.91\|8.65\|95065;2026-10-14\|8.86\|-0.11\|8.86\|8.97\|8.80\|76903;2026-10-15\|8.42\|-4.97\|8.74\|8.74\|8.36\|117813;2026-10-16\|8.43\|1.08\|8.43\|8.58\|8.34\|98390;2026-10-19\|8.47\|0.47\|8.43\|8.55\|8.35\|76244;2026-10-20\|8.37\|-1.18\|8.55\|8.59\|8.24\|86749;2026-10-21\|8.26\|-1.31\|8.37\|8.43\|8.24\|103750;2026-10-22\|8.12\|-1.69\|8.27\|8.30\|8.09\|98661;2026-10-23\|8.15\|0.37\|8.06\|8.18\|7.86\|131063;2026-10-26\|8.26\|1.35\|8.17\|8.35\|8.15\|127349;2026-10-27\|8.05\|-2.54\|8.32\|8.36\|8.05\|102340;2026-10-28\|8.11\|0.75\|8.07\|8.20\|8.07\|84023;2026-10-29\|7.97\|-1.73\|8.10\|8.12\|7.95\|84806;2026-10-30\|7.89\|-1.00\|7.90\|8.07\|7.80\|115666;2026-11-02\|8.15\|3.30\|7.85\|8.19\|7.82\|226387;2026-11-03\|8.18\|0.37\|8.13\|8.28\|8.01\|144838;2026-11-04\|8.28\|1.22\|8.18\|8.33\|8.06\|156219;2026-11-05\|8.44\|1.93\|8.35\|8.53\|8.23\|128628;2026-11-06\|8.19\|-2.96\|8.15\|8.30\|8.10\|100287;2026-11-09\|8.10\|-1.10\|8.27\|8.28\|8.10\|95595;2026-11-10\|7.94\|-1.98\|8.14\|8.16\|7.93\|127791;2026-11-11\|8.03\|1.13\|7.93\|8.05\|7.82\|98062;2026-11-12\|7.86\|-2.12\|8.08\|8.08\|7.86\|79079
120483	中报业绩密集披露	电解铝+铝精深加工+半年报预增行业原因： 1、据期货日报7月13日报道，中国铝业、云铝股份等多家上市铝企公布上半年业绩预告，净利润普遍翻倍，行业景气度高涨，核心驱动来自电解铝价格上涨及氧化铝等原材料成本大幅下降。 2、据国信期货7月10日研报，中东局势再次发酵，打破了市场对铝供应顺畅恢复的乐观预期，前期地缘溢价重新回归定价体系，叠加宏观风险偏好修复，共同推动铝价进入阶段性反弹。公司原因： 1、据2026年7月9日公告，公司预计2026年半年度实现归母净利润18亿元至19.5亿元，同比增加154.42%至175.62%；业绩增长主因电解铝价格保持高位运行、一体化产业链协同效应降低综合成本及铝精深加工产销量增长。 2、据2026年6月30日投资者关系活动记录表，公司电解铝产能为75万吨/年，二季度电解铝价格延续高位运行态势；铝精深加工业务订单充足，处于满负荷生产状态，2026年一季度出口10.63万吨，出口规模位居全国同类产品前列。 3、据2025年年报及2026年6月30日投资者关系活动记录表，公司已构建“高效协同煤电铝+绿色水电铝+再生铝+铝精深加工”产业链布局，主要产品涵盖易拉罐罐体料、新能源电池铝塑膜用铝箔、汽车板用铝等。	国内西北原铝重要输出地和国内四大铝加工产业基地之一，上半年净利润预增超150%，报告期内，公司充分发挥上下游一体化产业链协同效应，降低综合生产成本并减少单一环节周期波动对整体业绩的影响；电解铝价格保持高位运行，叠加公司提质增效等工作的开展，利润同比实现增长；公司铝精深加工业务通过新能源电池铝塑膜用铝箔等高附加值产品开发、国内外销售策略调整等方式，产销量同比实现增长；公司通过实施发电机组节能降碳升级改造、电解槽石墨化阴极技术改造、源网荷储等项目，实现了能耗和生产成本的进一步降低	2026-07-03\|5.91\|2.60\|5.87\|6.03\|5.81\|888301;2026-07-06\|5.93\|0.34\|5.97\|6.17\|5.86\|838480;2026-07-07\|5.78\|-2.53\|5.90\|5.98\|5.76\|604658;2026-07-08\|5.68\|-1.73\|5.78\|5.84\|5.65\|621600;2026-07-09\|5.70\|0.35\|5.75\|5.84\|5.55\|998913;2026-07-10\|5.94\|4.21\|5.74\|6.18\|5.71\|1531626;2026-07-13\|5.78\|-2.69\|5.88\|5.98\|5.76\|1076158;2026-07-14\|6.36\|10.03\|5.85\|6.36\|5.78\|1683315;2026-07-15\|6.46\|1.57\|6.35\|6.62\|6.27\|1756649;2026-07-16\|6.20\|-4.02\|6.34\|6.48\|6.13\|1004678;2026-07-17\|6.11\|-1.45\|6.16\|6.21\|5.95\|1227540;2026-07-20\|6.34\|3.76\|6.15\|6.43\|6.07\|1489137;2026-07-21\|6.16\|-2.84\|6.27\|6.27\|6.06\|1369021;2026-07-22\|6.27\|1.79\|6.15\|6.32\|6.12\|1291883;2026-07-23\|6.64\|5.90\|6.28\|6.81\|6.20\|1742517;2026-07-24\|6.26\|-5.72\|6.50\|6.52\|6.21\|1174282;2026-07-27\|6.27\|0.16\|6.25\|6.32\|6.17\|907318;2026-07-28\|6.24\|-0.48\|6.18\|6.27\|6.12\|760356;2026-07-29\|6.52\|4.49\|6.27\|6.62\|6.27\|1298611;2026-07-30\|6.63\|1.69\|6.60\|6.88\|6.58\|1084017;2026-07-31\|6.75\|1.81\|6.52\|6.83\|6.50\|911095;2026-08-03\|6.63\|-1.78\|6.66\|6.75\|6.53\|986132;2026-08-04\|6.73\|1.51\|6.66\|6.79\|6.58\|850031;2026-08-05\|6.67\|-0.89\|6.55\|6.70\|6.40\|1662855;2026-08-06\|6.55\|-1.80\|6.69\|6.73\|6.45\|1436213;2026-08-07\|6.63\|1.22\|6.53\|6.74\|6.50\|1245520;2026-08-10\|6.77\|2.11\|6.74\|6.88\|6.65\|1405369;2026-08-11\|6.60\|-2.51\|6.80\|7.14\|6.58\|2268735;2026-08-12\|6.72\|1.82\|6.67\|6.94\|6.67\|1915300;2026-08-13\|6.27\|-6.70\|6.63\|6.66\|6.24\|2248752;2026-08-14\|6.18\|-1.44\|6.19\|6.23\|6.12\|778268;2026-08-17\|6.36\|2.91\|6.24\|6.37\|6.17\|1176070;2026-08-18\|6.25\|-1.73\|6.30\|6.36\|6.19\|723971;2026-08-19\|6.07\|-2.88\|6.15\|6.18\|6.06\|738114;2026-08-20\|5.98\|-1.48\|6.14\|6.21\|5.96\|865300;2026-08-21\|6.19\|3.51\|6.03\|6.21\|5.94\|882304;2026-08-24\|6.19\|0.00\|6.19\|6.23\|6.08\|622183;2026-08-25\|6.15\|-0.65\|6.14\|6.18\|6.08\|560494;2026-08-26\|6.24\|1.46\|6.16\|6.37\|6.16\|1031878;2026-08-27\|6.24\|0.00\|6.21\|6.27\|6.18\|677875;2026-08-28\|6.34\|1.60\|6.28\|6.38\|6.20\|945887;2026-08-31\|6.24\|-1.58\|6.26\|6.27\|6.13\|683628;2026-09-01\|6.40\|2.56\|6.29\|6.50\|6.28\|1315642;2026-09-02\|6.26\|-2.19\|6.35\|6.37\|6.15\|821656;2026-09-03\|6.48\|3.51\|6.35\|6.60\|6.35\|1437258;2026-09-04\|6.36\|-1.85\|6.50\|6.53\|6.32\|883457;2026-09-07\|6.24\|-1.89\|6.33\|6.34\|6.20\|881867;2026-09-08\|6.38\|2.24\|6.28\|6.43\|6.26\|1005723;2026-09-09\|6.62\|3.76\|6.40\|6.65\|6.37\|1390816;2026-09-10\|6.42\|-3.02\|6.63\|6.63\|6.39\|806306;2026-09-11\|6.16\|-4.05\|6.25\|6.26\|6.07\|1326145;2026-09-14\|6.08\|-1.30\|6.08\|6.13\|6.05\|553689;2026-09-15\|6.06\|-0.33\|6.08\|6.09\|5.97\|518960;2026-09-16\|6.10\|0.66\|6.06\|6.11\|5.96\|575390;2026-09-17\|5.98\|-1.97\|6.00\|6.10\|5.96\|576386;2026-09-18\|6.10\|2.01\|6.07\|6.19\|6.05\|775368;2026-09-21\|6.04\|-0.98\|6.09\|6.12\|6.01\|593111;2026-09-22\|6.04\|0.00\|6.03\|6.09\|6.01\|467588;2026-09-23\|5.96\|-1.32\|6.04\|6.06\|5.96\|469621;2026-09-24\|5.84\|-2.01\|5.95\|5.96\|5.83\|480733;2026-09-28\|5.74\|-1.71\|5.80\|5.84\|5.70\|441510;2026-09-29\|5.97\|4.01\|5.74\|5.97\|5.73\|555378;2026-09-30\|5.95\|-0.34\|5.93\|5.97\|5.88\|385989;2026-10-08\|5.99\|0.67\|5.92\|6.06\|5.92\|586555;2026-10-09\|6.08\|1.50\|5.95\|6.10\|5.93\|585847;2026-10-12\|5.92\|-2.63\|6.10\|6.14\|5.89\|670728;2026-10-13\|5.95\|0.51\|5.90\|5.99\|5.86\|439542;2026-10-14\|5.93\|-0.34\|5.92\|6.03\|5.90\|431730;2026-10-15\|5.56\|-6.24\|5.82\|5.83\|5.53\|1097664;2026-10-16\|5.61\|0.90\|5.62\|5.70\|5.56\|537222;2026-10-19\|5.67\|1.07\|5.58\|5.73\|5.58\|461066;2026-10-20\|5.53\|-2.47\|5.64\|5.66\|5.50\|713147;2026-10-21\|5.64\|1.99\|5.68\|5.76\|5.63\|893384;2026-10-22\|5.54\|-1.77\|5.64\|5.70\|5.51\|640598;2026-10-23\|5.67\|2.35\|5.43\|5.68\|5.41\|661169;2026-10-26\|5.74\|1.23\|5.63\|5.77\|5.62\|552696;2026-10-27\|5.78\|0.70\|5.74\|5.87\|5.73\|657297;2026-10-28\|5.80\|0.35\|5.80\|5.87\|5.76\|456671;2026-10-29\|5.73\|-1.21\|5.77\|5.82\|5.71\|418941;2026-10-30\|5.69\|-0.70\|5.71\|5.80\|5.65\|549947;2026-11-02\|5.63\|-1.05\|5.68\|5.71\|5.60\|664772;2026-11-03\|5.65\|0.36\|5.63\|5.74\|5.61\|538590;2026-11-04\|5.74\|1.59\|5.63\|5.74\|5.55\|801311;2026-11-05\|5.74\|0.00\|5.73\|5.78\|5.69\|643574;2026-11-06\|5.59\|-2.61\|5.58\|5.66\|5.55\|557780;2026-11-09\|5.61\|0.36\|5.63\|5.68\|5.59\|467198;2026-11-10\|5.42\|-3.39\|5.64\|5.66\|5.40\|991877;2026-11-11\|5.33\|-1.66\|5.35\|5.36\|5.23\|912826;2026-11-12\|5.24\|-1.69\|5.35\|5.37\|5.24\|604059
120482	中报业绩密集披露	中报预增+煤炭+甲醇+北京国资行业原因：受美伊冲突持续升级影响，国际油价飙升，推升了作为替代能源的煤炭需求预期。公司原因： 1、据2026年7月14日公告，公司预计2026年上半年归母净利润7.43亿元，同比增长65.68%，主因煤炭、甲醇售价同比上涨及商品煤销量增加39万吨。 2、据2026年7月13日公告，2026年上半年公司煤炭销售收入40.64亿元，同比增长15.57%；销售毛利18.68亿元，同比增长40.88%。 3、据2025年年报，公司主营煤炭和甲醇，核定煤炭产能1930万吨/年，依托“煤矿+物流+贸易”产业格局运营。 4、据2025年年报，公司控股股东为北京能源集团有限责任公司，实控人为北京市国资委。	京能集团煤炭业务的上市平台，上半年净利润预计增长65.68%，报告期内，煤炭、甲醇产品销售价格同比上涨；公司实现增产，商品煤销量较上年同期增加39万吨	2026-07-03\|11.40\|3.64\|10.97\|11.54\|10.92\|328750;2026-07-06\|12.54\|10.00\|11.29\|12.54\|11.27\|418598;2026-07-07\|12.33\|-1.67\|12.97\|13.15\|11.74\|554989;2026-07-08\|12.23\|-0.81\|12.21\|12.87\|11.83\|448232;2026-07-09\|11.30\|-7.60\|11.46\|11.96\|11.15\|403168;2026-07-10\|10.58\|-6.37\|10.82\|11.10\|10.51\|422341;2026-07-13\|10.75\|1.61\|10.57\|11.17\|10.26\|376005;2026-07-14\|11.83\|10.05\|10.64\|11.83\|10.64\|492903;2026-07-15\|12.02\|1.61\|11.69\|12.20\|11.52\|456341;2026-07-16\|11.05\|-8.07\|12.02\|12.02\|10.96\|404968;2026-07-17\|10.48\|-5.16\|11.00\|11.45\|10.39\|348202;2026-07-20\|11.14\|6.30\|10.68\|11.53\|10.68\|447884;2026-07-21\|10.77\|-3.32\|11.20\|11.20\|10.40\|464894;2026-07-22\|11.30\|4.92\|10.67\|11.42\|10.61\|476179;2026-07-23\|11.71\|3.63\|11.31\|11.85\|10.92\|405316;2026-07-24\|11.02\|-5.89\|11.60\|12.29\|11.00\|360293;2026-07-27\|10.96\|-0.54\|10.55\|11.00\|10.55\|310073;2026-07-28\|10.75\|-1.92\|10.80\|10.87\|10.42\|255611;2026-07-29\|11.33\|5.40\|10.76\|11.45\|10.67\|320229;2026-07-30\|11.23\|-0.88\|11.32\|11.55\|11.04\|217241;2026-07-31\|11.78\|4.90\|10.83\|11.90\|10.73\|294348;2026-08-03\|11.10\|-5.77\|11.78\|11.83\|11.05\|271193;2026-08-04\|11.16\|0.54\|11.14\|11.32\|10.88\|281965;2026-08-05\|11.56\|3.58\|11.07\|11.72\|10.92\|279386;2026-08-06\|12.72\|10.03\|11.72\|12.72\|11.70\|309297;2026-08-07\|13.50\|6.13\|13.45\|13.78\|13.11\|860226;2026-08-10\|13.39\|-0.81\|13.50\|13.88\|13.19\|626553;2026-08-11\|12.49\|-6.72\|13.71\|13.71\|12.44\|751272;2026-08-12\|12.63\|1.12\|12.46\|12.85\|12.37\|497541;2026-08-13\|12.57\|-0.48\|12.61\|12.88\|12.40\|375154;2026-08-14\|12.84\|2.15\|12.52\|13.00\|12.31\|516477;2026-08-17\|12.69\|-1.17\|12.70\|13.13\|12.56\|392830;2026-08-18\|13.03\|2.68\|12.65\|13.45\|12.50\|567447;2026-08-19\|12.61\|-3.22\|13.27\|13.56\|12.58\|864306;2026-08-20\|12.75\|1.11\|12.31\|13.20\|12.31\|683998;2026-08-21\|12.72\|-0.24\|12.78\|12.95\|12.41\|464171;2026-08-24\|13.51\|6.21\|12.80\|13.54\|12.55\|762170;2026-08-25\|13.19\|-2.37\|13.44\|13.75\|12.98\|553739;2026-08-26\|13.33\|1.06\|12.90\|13.50\|12.75\|383391;2026-08-27\|14.22\|6.68\|13.39\|14.54\|13.34\|654715;2026-08-28\|14.81\|4.15\|14.27\|14.90\|14.07\|552290;2026-08-31\|15.02\|1.42\|15.10\|15.32\|14.44\|622361;2026-09-01\|14.60\|-2.80\|14.70\|15.19\|14.53\|501596;2026-09-02\|13.93\|-4.59\|14.92\|15.00\|13.73\|420062;2026-09-03\|13.70\|-1.65\|13.71\|14.28\|13.62\|294229;2026-09-04\|13.86\|1.17\|13.81\|14.04\|13.46\|348799;2026-09-07\|13.37\|-3.54\|13.67\|13.79\|13.10\|350904;2026-09-08\|13.60\|1.72\|13.47\|13.71\|13.23\|277024;2026-09-09\|14.05\|3.31\|13.55\|14.10\|13.50\|354989;2026-09-10\|13.62\|-3.06\|14.05\|14.13\|13.58\|262226;2026-09-11\|13.25\|-2.72\|13.62\|13.70\|13.20\|249457;2026-09-14\|13.03\|-1.66\|13.23\|13.39\|12.98\|181419;2026-09-15\|13.13\|0.77\|13.12\|13.33\|13.05\|175706;2026-09-16\|13.06\|-0.53\|13.18\|13.30\|12.99\|185318;2026-09-17\|12.93\|-1.00\|12.95\|13.11\|12.82\|137271;2026-09-18\|12.92\|-0.08\|12.87\|13.04\|12.80\|151808;2026-09-21\|13.50\|4.49\|12.82\|13.57\|12.70\|231393;2026-09-22\|13.58\|0.59\|13.30\|13.70\|13.15\|196292;2026-09-23\|13.25\|-2.43\|13.40\|13.66\|13.20\|131252;2026-09-24\|13.06\|-1.43\|13.08\|13.37\|12.99\|108567;2026-09-28\|12.89\|-1.30\|12.93\|13.14\|12.54\|156039;2026-09-29\|12.59\|-2.33\|12.80\|12.95\|12.27\|201039;2026-09-30\|12.73\|1.11\|12.67\|12.94\|12.53\|138624;2026-10-08\|13.15\|3.30\|12.83\|13.18\|12.68\|219872;2026-10-09\|13.17\|0.15\|13.10\|13.28\|12.98\|182480;2026-10-12\|12.86\|-2.35\|13.20\|13.43\|12.75\|172302;2026-10-13\|12.91\|0.39\|12.87\|13.05\|12.70\|137635;2026-10-14\|13.06\|1.16\|12.80\|13.21\|12.79\|154170;2026-10-15\|11.90\|-8.88\|12.80\|12.82\|11.83\|265428;2026-10-16\|11.92\|1.10\|12.03\|12.07\|11.70\|178308;2026-10-19\|12.18\|2.18\|11.83\|12.33\|11.71\|138854;2026-10-20\|11.94\|-1.97\|12.18\|12.18\|11.83\|89969;2026-10-21\|12.00\|0.50\|11.91\|12.14\|11.87\|69563;2026-10-22\|11.47\|-4.42\|11.98\|11.99\|11.47\|100195;2026-10-23\|11.39\|-0.70\|11.37\|11.47\|11.13\|109368;2026-10-26\|11.31\|-0.70\|11.30\|11.41\|11.10\|82143;2026-10-27\|11.36\|0.44\|11.36\|11.54\|11.20\|95530;2026-10-28\|11.37\|0.09\|11.37\|11.55\|11.22\|101534;2026-10-29\|11.87\|4.40\|11.45\|12.15\|11.44\|241997;2026-10-30\|11.81\|-0.51\|11.86\|11.97\|11.34\|172746;2026-11-02\|11.70\|-0.93\|11.77\|12.04\|11.41\|205893;2026-11-03\|11.14\|-4.79\|11.53\|11.58\|10.85\|236804;2026-11-04\|11.28\|1.26\|11.14\|11.37\|11.02\|194504;2026-11-05\|11.19\|-0.80\|11.06\|11.24\|10.92\|141035;2026-11-06\|11.08\|-0.98\|11.00\|11.25\|10.95\|125153;2026-11-09\|11.55\|4.24\|11.08\|11.78\|11.08\|169424;2026-11-10\|11.40\|-1.30\|11.44\|11.55\|11.31\|119464;2026-11-11\|11.52\|1.05\|11.28\|11.57\|11.25\|101438;2026-11-12\|11.36\|-1.39\|11.46\|11.52\|11.28\|89755
120481	中报业绩密集披露	文生视频+豆包合作+数字体验+人形机器人行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据2025年2月7日互动易，公司已接入ChatGPT、文心一言、豆包AI和DeepSeek等通用大模型并完成私有化部署，用于创意、策划、CG渲染和3D内容生成。 2、据2025年4月17日年度报告，公司是中国数字展示行业龙头企业，主营业务依托CGI视效、VR/AR/MR等数字媒体技术打造公共文博、文化艺术及新文旅消费等线下沉浸式体验场景。 3、据证券时报网2025年11月20日消息，近日，风语筑与字节跳动旗下AI创作平台即梦AI达成合作，即梦AI将作为独家AIGC技术支持方，深度参与风语筑非遗数字化与新文旅业务。 4、据2025年8月29日半年度报告，公司设立“具身智能研究院”，与松延机器人签署战略合作，面向文化场馆、文旅街区提供“场景策划—内容生成—算法部署—硬件集成—持续运营”一体化具身智能解决方案。	1、公司预计上半年净利润同比增长430.91%至696.36%，报告期内，公司持续推进业务优化与经营提质，数字展示与数字化体验业务保持稳健发展，主营业务经营质量持续提升； 2、公司是中国数字展示行业龙头，依托具身智能研究院，联合宇树科技、松延动力等伙伴，将人形机器人导入数千座展馆，实现导览、演绎常态化运营，并打造具身智能展示中心	2026-07-03\|11.63\|10.03\|10.66\|11.63\|10.66\|896685;2026-07-06\|11.90\|2.32\|12.03\|12.79\|11.88\|1440873;2026-07-07\|11.63\|-2.27\|11.95\|12.20\|11.45\|891034;2026-07-08\|11.11\|-4.47\|11.48\|12.08\|11.05\|557760;2026-07-09\|11.33\|1.98\|11.37\|11.47\|10.71\|653613;2026-07-10\|11.60\|2.38\|11.10\|12.05\|11.10\|686948;2026-07-13\|10.55\|-9.05\|11.38\|11.67\|10.44\|566528;2026-07-14\|11.61\|10.05\|10.61\|11.61\|10.31\|605553;2026-07-15\|11.94\|2.84\|11.80\|12.34\|11.62\|852338;2026-07-16\|12.34\|3.35\|11.88\|12.70\|11.60\|940482;2026-07-17\|11.67\|-5.43\|11.94\|12.19\|11.62\|746788;2026-07-20\|12.02\|3.00\|11.47\|12.24\|11.47\|757706;2026-07-21\|11.82\|-1.66\|11.84\|11.98\|11.01\|752486;2026-07-22\|11.07\|-6.35\|11.59\|11.63\|10.74\|768524;2026-07-23\|10.50\|-5.15\|10.76\|10.79\|10.31\|647114;2026-07-24\|9.50\|-9.52\|10.15\|10.22\|9.48\|638324;2026-07-27\|9.68\|1.89\|9.22\|9.72\|9.22\|374224;2026-07-28\|9.64\|-0.41\|9.50\|9.95\|9.43\|415866;2026-07-29\|9.56\|-0.83\|9.60\|9.65\|9.25\|369798;2026-07-30\|9.28\|-2.93\|9.40\|9.60\|9.25\|344408;2026-07-31\|10.21\|10.02\|9.44\|10.21\|9.44\|830330;2026-08-03\|10.12\|-0.88\|10.41\|10.58\|10.06\|650397;2026-08-04\|11.13\|9.98\|10.28\|11.13\|10.18\|912477;2026-08-05\|11.38\|2.25\|11.00\|11.59\|10.90\|811423;2026-08-06\|11.40\|0.18\|11.23\|11.55\|11.12\|512123;2026-08-07\|11.35\|-0.44\|11.42\|11.47\|10.94\|389227;2026-08-10\|11.28\|-0.62\|11.40\|11.40\|11.04\|309958;2026-08-11\|11.34\|0.53\|11.29\|11.37\|11.09\|423924;2026-08-12\|12.47\|9.96\|11.38\|12.47\|11.33\|535828;2026-08-13\|13.72\|10.02\|12.30\|13.72\|12.10\|1428297;2026-08-14\|12.57\|-8.38\|13.72\|14.20\|12.37\|1493267;2026-08-17\|12.55\|-0.16\|12.82\|13.00\|12.31\|852810;2026-08-18\|12.26\|-2.31\|12.56\|12.73\|12.09\|600901;2026-08-19\|11.52\|-6.04\|12.27\|12.29\|11.48\|528596;2026-08-20\|11.51\|-0.09\|11.75\|11.85\|11.40\|393146;2026-08-21\|11.31\|-1.74\|11.47\|11.49\|11.16\|324044;2026-08-24\|11.02\|-2.56\|11.31\|11.39\|10.82\|349755;2026-08-25\|11.14\|1.09\|11.01\|11.17\|10.85\|361344;2026-08-26\|10.91\|-2.06\|11.07\|11.16\|10.76\|360373;2026-08-27\|11.09\|1.65\|10.91\|11.25\|10.89\|436487;2026-08-28\|11.15\|0.54\|11.36\|11.45\|11.03\|757527;2026-08-31\|11.88\|6.55\|11.14\|11.98\|11.10\|1016032;2026-09-01\|11.94\|0.51\|11.80\|12.30\|11.49\|1088664;2026-09-02\|12.06\|1.00\|11.80\|12.38\|11.70\|922935;2026-09-03\|12.09\|0.25\|11.94\|12.50\|11.85\|828196;2026-09-04\|12.39\|2.48\|11.91\|12.50\|11.81\|952292;2026-09-07\|12.19\|-1.61\|12.16\|12.25\|11.90\|662064;2026-09-08\|12.62\|3.53\|12.33\|13.40\|12.11\|1076872;2026-09-09\|12.91\|2.30\|12.30\|12.97\|11.68\|1051134;2026-09-10\|12.06\|-6.58\|12.63\|12.88\|12.01\|730081;2026-09-11\|13.27\|10.03\|11.85\|13.27\|11.83\|840534;2026-09-14\|12.96\|-2.34\|13.14\|13.59\|12.85\|1142965;2026-09-15\|12.33\|-4.86\|12.96\|13.13\|12.28\|813006;2026-09-16\|12.76\|3.49\|12.20\|13.06\|12.13\|700818;2026-09-17\|12.85\|0.71\|12.78\|13.19\|12.69\|705812;2026-09-18\|12.59\|-2.02\|12.67\|12.86\|12.52\|569796;2026-09-21\|12.90\|2.46\|12.72\|13.04\|12.58\|574389;2026-09-22\|13.14\|1.86\|13.05\|13.37\|12.90\|779491;2026-09-23\|12.69\|-3.42\|13.08\|13.14\|12.41\|627105;2026-09-24\|12.11\|-4.57\|12.59\|12.76\|12.07\|531207;2026-09-28\|11.52\|-4.87\|12.28\|12.29\|11.47\|419400;2026-09-29\|11.78\|2.26\|11.40\|11.92\|11.40\|321967;2026-09-30\|11.88\|0.85\|11.88\|12.14\|11.66\|316675;2026-10-08\|11.51\|-3.11\|11.91\|11.98\|11.42\|302561;2026-10-09\|12.00\|4.26\|11.53\|12.04\|10.88\|555371;2026-10-12\|12.34\|2.83\|12.00\|12.35\|11.81\|676309;2026-10-13\|13.57\|9.97\|12.30\|13.57\|11.94\|1011523;2026-10-14\|13.51\|-0.44\|13.57\|14.54\|13.48\|1468009;2026-10-15\|12.86\|-4.81\|12.99\|13.48\|12.83\|923061;2026-10-16\|12.64\|-1.71\|13.10\|13.45\|12.50\|688501;2026-10-19\|13.27\|4.98\|12.04\|13.70\|11.38\|1227323;2026-10-20\|14.23\|7.23\|13.28\|14.60\|12.89\|1424441;2026-10-21\|14.47\|1.69\|14.50\|15.14\|14.30\|1185873;2026-10-22\|13.35\|-7.74\|14.31\|14.83\|13.32\|844102;2026-10-23\|14.69\|10.04\|13.00\|14.69\|12.59\|993343;2026-10-26\|14.73\|0.27\|15.58\|15.98\|14.46\|1512930;2026-10-27\|13.82\|-6.18\|14.59\|14.81\|13.81\|995962;2026-10-28\|14.39\|4.12\|14.00\|15.20\|14.00\|1218261;2026-10-29\|13.35\|-7.23\|13.90\|14.35\|13.30\|913322;2026-10-30\|12.02\|-9.96\|12.85\|13.20\|12.02\|817825;2026-11-02\|13.22\|9.98\|11.78\|13.22\|11.11\|1082680;2026-11-03\|13.12\|-0.76\|13.43\|13.65\|12.96\|867194;2026-11-04\|13.43\|2.36\|13.12\|13.57\|12.77\|841611;2026-11-05\|14.04\|4.54\|13.27\|14.16\|13.20\|1012542;2026-11-06\|13.63\|-2.92\|13.40\|13.96\|13.40\|599296;2026-11-09\|13.94\|2.27\|13.80\|14.44\|13.61\|726695;2026-11-10\|15.33\|9.97\|14.13\|15.33\|13.97\|854264;2026-11-11\|16.86\|9.98\|15.77\|16.86\|15.40\|1247471;2026-11-12\|16.03\|-4.92\|17.00\|18.35\|15.90\|1727430
120480	中报业绩密集披露	高速铜连接+铜合金板带+一季报增长+国资行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年3月31日年报，公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案。 2、据2026年3月31日年报，公司专注高性能铜合金板带，高端产品稳定供货泰科、安费诺、莫仕、安波福等全球知名连接器企业及博世等汽车一级供应商。 3、据2026年4月29日公告，公司2026年第一季度归母净利润1646.04万元，同比增长84.28%。 4、据2026年5月8日公告及资料，公司控股股东为四川融鑫弘梓科技有限公司，实控人为三台县国有资产监督管理办公室。	1、公司预计上半年净利润同比增长103%-153%，报告期内，公司持续进行产品结构调整，增加高附加值产品销量；同时，公司强化库存周转与生产组织安排，叠加铜价上涨因素，有效扩大了盈利空间，推动主要子公司安徽鑫科铜业有限公司经营业绩同比增长明显； 2、公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案	2026-07-03\|3.33\|-1.48\|3.38\|3.43\|3.32\|1188377;2026-07-06\|3.27\|-1.80\|3.35\|3.38\|3.18\|1350391;2026-07-07\|3.23\|-1.22\|3.26\|3.30\|3.20\|751400;2026-07-08\|3.03\|-6.19\|3.20\|3.21\|3.03\|1060104;2026-07-09\|3.01\|-0.66\|3.03\|3.07\|2.87\|1051490;2026-07-10\|3.03\|0.66\|3.00\|3.12\|2.97\|953490;2026-07-13\|2.80\|-7.59\|3.02\|3.03\|2.79\|967846;2026-07-14\|3.08\|10.00\|2.88\|3.08\|2.88\|1503428;2026-07-15\|3.08\|0.00\|3.13\|3.18\|3.07\|1328042;2026-07-16\|3.01\|-2.27\|3.08\|3.09\|3.00\|780838;2026-07-17\|3.05\|1.33\|3.02\|3.06\|2.95\|979910;2026-07-20\|2.96\|-2.95\|3.08\|3.10\|2.90\|999745;2026-07-21\|3.04\|2.70\|2.95\|3.04\|2.80\|937062;2026-07-22\|2.99\|-1.64\|3.00\|3.05\|2.97\|597307;2026-07-23\|3.10\|3.68\|2.99\|3.10\|2.98\|791703;2026-07-24\|2.96\|-4.52\|3.06\|3.06\|2.95\|698466;2026-07-27\|3.04\|2.70\|2.96\|3.04\|2.95\|494970;2026-07-28\|3.06\|0.66\|3.00\|3.09\|2.99\|606340;2026-07-29\|3.11\|1.63\|3.03\|3.12\|3.03\|690956;2026-07-30\|3.07\|-1.29\|3.08\|3.15\|3.05\|649505;2026-07-31\|3.13\|1.95\|3.11\|3.17\|3.10\|681606;2026-08-03\|3.21\|2.56\|3.12\|3.22\|3.11\|628698;2026-08-04\|3.28\|2.18\|3.24\|3.29\|3.21\|706074;2026-08-05\|3.32\|1.22\|3.27\|3.32\|3.25\|902037;2026-08-06\|3.35\|0.90\|3.30\|3.36\|3.27\|822465;2026-08-07\|3.42\|2.09\|3.36\|3.43\|3.29\|910596;2026-08-10\|3.45\|0.88\|3.47\|3.47\|3.37\|795106;2026-08-11\|3.36\|-2.61\|3.44\|3.54\|3.35\|831057;2026-08-12\|3.37\|0.30\|3.35\|3.38\|3.32\|670816;2026-08-13\|3.26\|-3.26\|3.37\|3.38\|3.25\|762110;2026-08-14\|3.31\|1.53\|3.26\|3.32\|3.24\|510428;2026-08-17\|3.37\|1.81\|3.31\|3.37\|3.30\|540143;2026-08-18\|3.30\|-2.08\|3.35\|3.36\|3.27\|508249;2026-08-19\|3.16\|-4.24\|3.29\|3.29\|3.15\|577486;2026-08-20\|3.19\|0.95\|3.18\|3.24\|3.17\|375448;2026-08-21\|3.24\|1.57\|3.17\|3.25\|3.14\|422527;2026-08-24\|3.25\|0.31\|3.25\|3.28\|3.19\|471336;2026-08-25\|3.30\|1.54\|3.23\|3.31\|3.20\|519759;2026-08-26\|3.33\|0.91\|3.31\|3.36\|3.28\|568864;2026-08-27\|3.34\|0.30\|3.31\|3.36\|3.30\|522937;2026-08-28\|3.38\|1.20\|3.33\|3.39\|3.33\|549652;2026-08-31\|3.37\|-0.30\|3.36\|3.37\|3.29\|509061;2026-09-01\|3.38\|0.30\|3.36\|3.40\|3.34\|483953;2026-09-02\|3.52\|4.14\|3.36\|3.69\|3.31\|1991532;2026-09-03\|3.44\|-2.27\|3.52\|3.58\|3.43\|1230994;2026-09-04\|3.40\|-1.16\|3.46\|3.47\|3.37\|780741;2026-09-07\|3.44\|1.18\|3.39\|3.45\|3.36\|556743;2026-09-08\|3.54\|2.91\|3.43\|3.54\|3.42\|925600;2026-09-09\|3.89\|9.89\|3.52\|3.89\|3.52\|1564538;2026-09-10\|3.73\|-4.11\|3.82\|3.86\|3.71\|2506939;2026-09-11\|3.88\|4.02\|3.64\|4.10\|3.62\|3087546;2026-09-14\|3.84\|-1.03\|3.84\|3.88\|3.70\|1902491;2026-09-15\|3.69\|-3.91\|3.75\|3.79\|3.68\|1344163;2026-09-16\|3.72\|0.81\|3.68\|3.75\|3.61\|1273736;2026-09-17\|3.60\|-3.23\|3.67\|3.69\|3.57\|1098643;2026-09-18\|3.63\|0.83\|3.65\|3.68\|3.61\|854124;2026-09-21\|3.73\|2.75\|3.62\|3.73\|3.62\|934076;2026-09-22\|3.64\|-2.41\|3.73\|3.74\|3.60\|922285;2026-09-23\|3.54\|-2.75\|3.63\|3.64\|3.52\|682859;2026-09-24\|3.44\|-2.82\|3.52\|3.54\|3.42\|658768;2026-09-28\|3.31\|-3.78\|3.44\|3.44\|3.28\|594732;2026-09-29\|3.38\|2.11\|3.30\|3.40\|3.28\|443933;2026-09-30\|3.35\|-0.89\|3.40\|3.41\|3.32\|325420;2026-10-08\|3.34\|-0.30\|3.37\|3.40\|3.29\|429745;2026-10-09\|3.35\|0.30\|3.32\|3.35\|3.23\|631488;2026-10-12\|3.20\|-4.48\|3.32\|3.33\|3.20\|587659;2026-10-13\|3.27\|2.19\|3.15\|3.29\|3.12\|579439;2026-10-14\|3.21\|-1.83\|3.25\|3.27\|3.20\|309229;2026-10-15\|3.10\|-3.43\|3.16\|3.18\|3.09\|467161;2026-10-16\|3.14\|1.29\|3.15\|3.20\|3.11\|399984;2026-10-19\|3.12\|-0.64\|3.12\|3.16\|3.07\|302887;2026-10-20\|3.15\|0.96\|3.09\|3.16\|3.09\|271802;2026-10-21\|3.16\|0.32\|3.15\|3.20\|3.14\|316293;2026-10-22\|3.06\|-3.16\|3.15\|3.17\|3.06\|344489;2026-10-23\|3.09\|0.98\|3.01\|3.10\|2.91\|599704;2026-10-26\|3.07\|-0.65\|3.09\|3.12\|3.06\|343862;2026-10-27\|2.98\|-2.93\|3.09\|3.12\|2.98\|342570;2026-10-28\|3.02\|1.34\|3.03\|3.05\|2.96\|315332;2026-10-29\|2.95\|-2.32\|2.99\|3.02\|2.94\|326514;2026-10-30\|2.80\|-5.08\|2.90\|2.93\|2.80\|588383;2026-11-02\|2.85\|1.79\|2.83\|2.85\|2.75\|421420;2026-11-03\|2.82\|-1.05\|2.84\|2.90\|2.80\|377522;2026-11-04\|2.87\|1.77\|2.82\|2.88\|2.78\|482700;2026-11-05\|2.94\|2.44\|2.87\|2.95\|2.85\|461638;2026-11-06\|2.88\|-2.04\|2.85\|2.92\|2.83\|343745;2026-11-09\|2.88\|0.00\|2.91\|2.92\|2.87\|311449;2026-11-10\|2.92\|1.39\|2.91\|2.92\|2.88\|246374;2026-11-11\|2.96\|1.37\|2.91\|2.96\|2.89\|358614;2026-11-12\|2.90\|-2.03\|2.96\|2.96\|2.89\|348035
120479	中报业绩密集披露	中报预计扭亏+尿素+甲醇 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润3200万元到4700万元，同比实现扭亏为盈。主要因化工业务盈利增长，生产装置运行质效提升，尿素、甲醇产量增加且单位生产成本下降。 2、据2026年7月14日公告，2026年2月下旬以来地缘因素影响市场供给，公司甲醇、复合肥产品销售价格同比上涨，带动化工业务净利润同比增长。 3、据2025年年报，公司全资子公司桐梓化工是贵州省大型氮肥生产企业，主营尿素、甲醇及复合肥的生产与销售，“赤”牌尿素在贵州市场占有率高。	贵州最大的甲醇生产企业；公司上半年业绩同比扭亏为盈，主要因“公司化工生产装置运行质效同步提升，主要产品尿素、甲醇产量有所增加，单位生产成本有所下降。同时，2026年2月下旬以来地缘因素带来的市场供给端影响，甲醇、复合肥产品销售价格同比上涨，化工业务净利润较上年同期实现增长”	2026-07-03\|2.49\|-2.35\|2.55\|2.55\|2.46\|470733;2026-07-06\|2.50\|0.40\|2.50\|2.57\|2.48\|431177;2026-07-07\|2.41\|-3.60\|2.48\|2.49\|2.39\|378023;2026-07-08\|2.40\|-0.41\|2.46\|2.47\|2.37\|366352;2026-07-09\|2.43\|1.25\|2.43\|2.52\|2.37\|758254;2026-07-10\|2.56\|5.35\|2.41\|2.67\|2.37\|1431933;2026-07-13\|2.41\|-5.86\|2.53\|2.62\|2.40\|860318;2026-07-14\|2.65\|9.96\|2.52\|2.65\|2.43\|1404221;2026-07-15\|2.92\|10.19\|2.68\|2.92\|2.66\|1696591;2026-07-16\|2.78\|-4.79\|2.98\|3.15\|2.78\|2346444;2026-07-17\|3.06\|10.07\|2.80\|3.06\|2.79\|2530498;2026-07-20\|3.37\|10.13\|3.00\|3.37\|2.90\|2934019;2026-07-21\|3.03\|-10.09\|3.13\|3.15\|3.03\|1088058;2026-07-22\|3.15\|3.96\|2.80\|3.24\|2.80\|2060654;2026-07-23\|3.34\|6.03\|3.03\|3.46\|2.94\|2525185;2026-07-24\|3.13\|-6.29\|3.23\|3.50\|3.08\|2271822;2026-07-27\|3.15\|0.64\|2.82\|3.27\|2.82\|1951081;2026-07-28\|3.07\|-2.54\|3.07\|3.23\|3.05\|1390728;2026-07-29\|3.38\|10.10\|3.11\|3.38\|3.09\|1117923;2026-07-30\|3.27\|-3.25\|3.38\|3.56\|3.23\|2949686;2026-07-31\|3.27\|0.00\|3.13\|3.31\|3.13\|1797490;2026-08-03\|3.26\|-0.31\|3.21\|3.28\|3.14\|1046838;2026-08-04\|3.27\|0.31\|3.23\|3.29\|3.16\|1229953;2026-08-05\|3.23\|-1.22\|3.21\|3.27\|3.16\|1124377;2026-08-06\|3.21\|-0.62\|3.22\|3.24\|3.13\|1118813;2026-08-07\|3.34\|4.05\|3.21\|3.37\|3.16\|2131231;2026-08-10\|3.67\|9.88\|3.29\|3.67\|3.29\|2004963;2026-08-11\|3.58\|-2.45\|3.65\|3.72\|3.54\|2391511;2026-08-12\|3.66\|2.23\|3.60\|3.68\|3.55\|1912523;2026-08-13\|3.50\|-4.37\|3.60\|3.62\|3.43\|1903254;2026-08-14\|3.31\|-5.43\|3.50\|3.52\|3.29\|1531541;2026-08-17\|3.41\|3.02\|3.37\|3.58\|3.29\|1377324;2026-08-18\|3.75\|9.97\|3.35\|3.75\|3.35\|1872364;2026-08-19\|3.72\|-0.80\|3.70\|4.00\|3.52\|3558274;2026-08-20\|3.74\|0.54\|3.62\|3.83\|3.47\|2595196;2026-08-21\|3.95\|5.62\|3.66\|3.99\|3.51\|2874139;2026-08-24\|3.95\|0.00\|3.93\|4.23\|3.87\|2976230;2026-08-25\|3.81\|-3.54\|3.90\|4.09\|3.70\|2227487;2026-08-26\|4.19\|9.97\|3.69\|4.19\|3.69\|2684604;2026-08-27\|4.16\|-0.72\|4.10\|4.29\|4.10\|2957968;2026-08-28\|4.58\|10.10\|4.12\|4.58\|4.12\|3690830;2026-08-31\|5.04\|10.04\|4.69\|5.04\|4.68\|2113002;2026-09-01\|5.17\|2.58\|5.04\|5.45\|4.93\|4776994;2026-09-02\|4.91\|-5.03\|5.18\|5.23\|4.65\|4074521;2026-09-03\|4.42\|-9.98\|4.68\|4.90\|4.42\|3097785;2026-09-04\|4.29\|-2.94\|4.42\|4.72\|4.26\|3071053;2026-09-07\|4.51\|5.13\|4.31\|4.70\|4.29\|2829063;2026-09-08\|4.96\|9.98\|4.51\|4.96\|4.46\|2866229;2026-09-09\|4.92\|-0.81\|5.08\|5.35\|4.83\|4279404;2026-09-10\|4.55\|-7.52\|4.87\|4.96\|4.53\|2750053;2026-09-11\|4.24\|-6.81\|4.44\|4.54\|4.17\|2141054;2026-09-14\|4.12\|-2.83\|4.23\|4.37\|4.07\|1705907;2026-09-15\|3.95\|-4.13\|4.20\|4.23\|3.94\|1766220;2026-09-16\|4.00\|1.27\|4.00\|4.02\|3.90\|1400899;2026-09-17\|4.00\|0.00\|3.93\|4.03\|3.90\|1235211;2026-09-18\|3.90\|-2.50\|3.85\|3.96\|3.83\|1202832;2026-09-21\|4.07\|4.36\|3.90\|4.09\|3.86\|1558464;2026-09-22\|4.28\|5.16\|4.04\|4.38\|3.96\|2783469;2026-09-23\|3.88\|-9.35\|4.27\|4.27\|3.86\|2401096;2026-09-24\|3.80\|-2.06\|3.89\|4.00\|3.78\|1352714;2026-09-28\|3.76\|-1.05\|3.78\|3.89\|3.69\|1208712;2026-09-29\|3.81\|1.33\|3.72\|3.85\|3.72\|957616;2026-09-30\|3.85\|1.05\|3.85\|3.88\|3.77\|792751;2026-10-08\|4.04\|4.94\|3.90\|4.07\|3.86\|1904208;2026-10-09\|4.12\|1.98\|4.10\|4.16\|3.80\|2239297;2026-10-12\|3.72\|-9.71\|3.98\|4.12\|3.71\|1890086;2026-10-13\|3.74\|0.54\|3.58\|3.76\|3.54\|1101975;2026-10-14\|3.66\|-2.14\|3.76\|3.88\|3.65\|924486;2026-10-15\|3.52\|-3.83\|3.55\|3.60\|3.48\|934505;2026-10-16\|3.49\|-0.85\|3.55\|3.58\|3.46\|755954;2026-10-19\|3.39\|-2.87\|3.48\|3.48\|3.30\|763996;2026-10-20\|3.40\|0.29\|3.39\|3.43\|3.36\|554414;2026-10-21\|3.47\|2.06\|3.41\|3.52\|3.41\|614173;2026-10-22\|3.32\|-4.32\|3.46\|3.47\|3.32\|585221;2026-10-23\|3.34\|0.60\|3.25\|3.40\|3.13\|821758;2026-10-26\|3.32\|-0.60\|3.36\|3.40\|3.28\|544109;2026-10-27\|3.21\|-3.31\|3.32\|3.35\|3.21\|451150;2026-10-28\|3.24\|0.93\|3.21\|3.25\|3.16\|514414;2026-10-29\|3.14\|-3.09\|3.22\|3.24\|3.13\|386557;2026-10-30\|3.06\|-2.55\|3.06\|3.19\|3.04\|518789;2026-11-02\|3.13\|2.29\|3.06\|3.13\|3.00\|616347;2026-11-03\|3.08\|-1.60\|3.10\|3.19\|3.05\|557598;2026-11-04\|3.14\|1.95\|3.08\|3.15\|3.02\|587842;2026-11-05\|3.22\|2.55\|3.13\|3.23\|3.11\|553403;2026-11-06\|3.17\|-1.55\|3.17\|3.22\|3.13\|496661;2026-11-09\|3.18\|0.32\|3.19\|3.22\|3.16\|424565;2026-11-10\|3.23\|1.57\|3.18\|3.23\|3.18\|402722;2026-11-11\|3.25\|0.62\|3.21\|3.28\|3.18\|433812;2026-11-12\|3.21\|-1.23\|3.25\|3.27\|3.20\|404595
120478	中报业绩密集披露	创新药+六氟磷酸锂+新能源+分红 1、据2026年5月25日机构调研，公司医药业务商业化产品收入增长稳定，单个产品收入过亿的项目超5个，创新药注册中间体和API的占比已提升至近三分之二以上；公司已在寡核苷酸合成与递送系统、多肽合成等前沿领域具备技术能力。 2、根据2025年9月22日互动易：公司六氟磷酸锂产能规划为折固2万吨/年，双氟磺酰亚胺锂产能规划为折固1万吨/年，受市场行情影响，上述产品产量有限。 3、据2026年5月25日机构调研，公司新能源业务正在起步增长阶段，预计2026年营收将进一步提升，计划实现板块营业收入同比增长30%以上，产品已通过多家下游头部电池厂商的严格测试验证并陆续获得批量订单。 4、据2026年7月2日公告，公司2025年度权益分派方案为以现有总股本为基数，向全体股东每10股派发现金红利2元含税，股权登记日为2026年7月8日。	1、公司上半年净利润同比预增38.43%—69.69%，报告期内，公司整体经营情况进一步改善，新能源业务收入较去年同期大幅增长，从而推动公司营业收入与利润水平均实现增长； 2、公司医药CDMO储备临床Ⅲ期产品30个，并与全球前二十大药企合作，服务专利期内创新药	2026-07-03\|15.65\|0.90\|15.51\|16.09\|15.35\|496755;2026-07-06\|15.56\|-0.58\|15.55\|15.93\|15.26\|291316;2026-07-07\|14.92\|-4.11\|15.50\|15.65\|14.86\|181129;2026-07-08\|14.15\|-5.16\|14.81\|14.81\|14.05\|157277;2026-07-09\|14.10\|1.08\|13.84\|14.45\|13.70\|155592;2026-07-10\|14.34\|1.70\|14.13\|14.73\|13.90\|173319;2026-07-13\|13.72\|-4.32\|14.25\|14.27\|13.66\|129121;2026-07-14\|15.09\|9.99\|14.31\|15.09\|14.04\|235683;2026-07-15\|16.26\|7.75\|15.05\|16.55\|14.99\|505757;2026-07-16\|16.17\|-0.55\|15.79\|16.64\|15.70\|334034;2026-07-17\|15.61\|-3.46\|16.16\|16.46\|15.57\|262213;2026-07-20\|16.50\|5.70\|15.67\|16.71\|15.59\|378891;2026-07-21\|17.10\|3.64\|16.27\|17.17\|16.07\|362891;2026-07-22\|16.45\|-3.80\|16.85\|17.17\|16.31\|261211;2026-07-23\|15.92\|-3.22\|16.29\|16.30\|15.61\|219870;2026-07-24\|14.94\|-6.16\|15.85\|15.97\|14.94\|201522;2026-07-27\|15.82\|5.89\|14.94\|16.14\|14.80\|243681;2026-07-28\|15.52\|-1.90\|15.57\|15.87\|15.43\|156424;2026-07-29\|15.63\|0.71\|15.55\|15.88\|15.11\|182978;2026-07-30\|15.50\|-0.83\|15.33\|15.81\|15.28\|120143;2026-07-31\|15.08\|-2.71\|15.35\|15.56\|14.94\|212475;2026-08-03\|15.08\|0.00\|15.05\|15.43\|14.91\|108218;2026-08-04\|15.95\|5.77\|15.24\|16.12\|15.13\|240949;2026-08-05\|16.30\|2.19\|15.83\|16.53\|15.81\|220686;2026-08-06\|16.02\|-1.72\|16.25\|16.49\|15.82\|167922;2026-08-07\|16.57\|3.43\|16.04\|16.66\|15.78\|240936;2026-08-10\|17.54\|5.85\|16.70\|17.68\|16.58\|360340;2026-08-11\|17.44\|-0.57\|17.30\|17.72\|17.23\|187405;2026-08-12\|17.47\|0.17\|17.26\|17.59\|17.11\|153129;2026-08-13\|16.37\|-6.30\|17.40\|17.48\|16.34\|289200;2026-08-14\|16.48\|0.67\|16.41\|16.67\|16.01\|132667;2026-08-17\|16.24\|-1.46\|16.48\|16.60\|16.01\|140199;2026-08-18\|16.12\|-0.74\|16.25\|16.32\|16.00\|116581;2026-08-19\|15.75\|-2.30\|16.00\|16.14\|15.63\|130561;2026-08-20\|16.11\|2.29\|16.05\|16.58\|15.67\|229146;2026-08-21\|15.75\|-2.23\|15.85\|16.10\|15.56\|140265;2026-08-24\|14.54\|-7.68\|15.76\|15.88\|14.38\|220281;2026-08-25\|15.00\|3.16\|14.45\|15.12\|14.21\|149946;2026-08-26\|15.67\|4.47\|15.32\|15.83\|15.17\|195201;2026-08-27\|15.35\|-2.04\|15.52\|15.76\|15.15\|127791;2026-08-28\|15.54\|1.24\|15.20\|15.57\|15.20\|84036;2026-08-31\|15.01\|-3.41\|15.43\|15.54\|14.65\|165824;2026-09-01\|15.19\|1.20\|14.99\|15.30\|14.92\|99072;2026-09-02\|15.74\|3.62\|15.35\|15.93\|15.29\|262707;2026-09-03\|15.47\|-1.72\|15.62\|15.98\|15.12\|162590;2026-09-04\|15.41\|-0.39\|15.47\|15.86\|15.34\|127540;2026-09-07\|14.84\|-3.70\|15.43\|15.47\|14.76\|196463;2026-09-08\|14.74\|-0.67\|14.87\|14.99\|14.60\|160046;2026-09-09\|14.83\|0.61\|14.65\|14.96\|14.61\|106384;2026-09-10\|14.48\|-2.36\|14.71\|14.82\|14.30\|119788;2026-09-11\|14.03\|-3.11\|14.33\|14.40\|13.76\|145843;2026-09-14\|14.12\|0.64\|14.07\|14.20\|13.88\|73455;2026-09-15\|14.04\|-0.57\|14.12\|14.24\|14.00\|54285;2026-09-16\|14.26\|1.57\|14.04\|14.34\|13.87\|83428;2026-09-17\|14.05\|-1.47\|14.19\|14.37\|14.02\|71481;2026-09-18\|14.13\|0.57\|14.09\|14.44\|14.09\|85577;2026-09-21\|14.51\|2.69\|14.14\|14.55\|14.14\|112515;2026-09-22\|14.45\|-0.41\|14.60\|14.64\|14.38\|72214;2026-09-23\|14.74\|2.01\|14.45\|14.82\|14.34\|113480;2026-09-24\|14.51\|-1.56\|14.72\|14.86\|14.42\|83785;2026-09-28\|14.14\|-2.55\|14.46\|14.57\|14.05\|80359;2026-09-29\|13.92\|-1.56\|14.23\|14.30\|13.77\|133307;2026-09-30\|14.24\|2.30\|13.91\|14.32\|13.90\|94913;2026-10-08\|14.43\|1.33\|14.26\|14.53\|14.25\|93584;2026-10-09\|14.60\|1.18\|14.44\|14.72\|14.23\|116135;2026-10-12\|14.35\|-1.71\|14.51\|14.77\|14.28\|96622;2026-10-13\|14.56\|1.46\|14.10\|14.66\|13.85\|155496;2026-10-14\|14.04\|-3.57\|14.50\|14.58\|14.01\|81479;2026-10-15\|13.62\|-2.99\|13.72\|13.95\|13.60\|110993;2026-10-16\|13.64\|0.15\|13.81\|14.16\|13.55\|83789;2026-10-19\|13.63\|-0.07\|13.40\|13.80\|13.40\|66634;2026-10-20\|14.00\|2.71\|13.60\|14.01\|13.45\|83539;2026-10-21\|13.76\|-1.71\|14.00\|14.09\|13.72\|74385;2026-10-22\|13.24\|-3.07\|13.77\|13.92\|13.21\|106544;2026-10-23\|13.37\|0.98\|13.07\|13.43\|12.45\|165384;2026-10-26\|13.53\|1.20\|13.35\|13.56\|13.27\|75940;2026-10-27\|13.17\|-2.66\|13.60\|13.91\|13.14\|105204;2026-10-28\|13.37\|1.52\|13.20\|13.55\|13.18\|71168;2026-10-29\|13.56\|1.42\|13.35\|13.64\|13.11\|160306;2026-10-30\|13.32\|-1.77\|13.40\|13.67\|13.18\|132734;2026-11-02\|13.43\|0.83\|13.38\|13.53\|13.18\|104301;2026-11-03\|13.55\|0.89\|13.41\|13.65\|13.22\|97958;2026-11-04\|13.93\|2.80\|13.60\|14.03\|13.55\|139053;2026-11-05\|14.20\|1.94\|13.90\|14.31\|13.83\|106364;2026-11-06\|13.98\|-1.55\|13.83\|14.21\|13.83\|80981;2026-11-09\|13.54\|-3.15\|14.15\|14.23\|13.50\|130247;2026-11-10\|14.08\|3.99\|13.70\|14.18\|13.69\|118640;2026-11-11\|14.01\|-0.50\|14.12\|14.17\|13.91\|57164;2026-11-12\|13.75\|-1.86\|14.05\|14.07\|13.72\|91581
120477	中报业绩密集披露	中报预增+BBU电源+人形机器人+印尼建厂 1、据2026年7月14日公告，公司预计2026年上半年净利润4.7亿元至5.5亿元，同比增长41.09%至65.11%，主要系锂电池业务持续推进高端化战略，优化产品结构，高附加值产品销量占比提升带动业绩快速增长。 2、据2026年7月10日公告，公司拟投资2.9亿美元在印度尼西亚新建5GWh圆柱锂电池制造项目，建成后将大幅增强海外客户产品供应保障能力。 3、据2026年4月28日投资者关系活动记录表，公司BBU电源备电应用场景布局超3年，目前已开始放量出货；子公司天鹏电源是宇树科技重要供应商，合作可追溯至2020年。	1、公司上半年净利润同比预增41.09%—65.11%，报告期内，公司各项业务均保持良好的运营态势，尤其是锂电池业务，公司持续推进高端化战略，加大高端化的产品开发、场景及客户拓展。通过产品结构的不断优化，稳步提高高附加值产品销量占比，带动业绩同比快速增长； 2、全资子公司天鹏电源是国内高端工具类锂电池主要供应商，是宇树科技的重要供应商	2026-07-03\|20.34\|5.12\|19.46\|21.24\|19.33\|1590693;2026-07-06\|22.37\|9.98\|21.94\|22.37\|21.63\|1365176;2026-07-07\|20.79\|-7.06\|22.42\|22.52\|20.58\|1890600;2026-07-08\|19.89\|-4.33\|21.00\|21.80\|19.69\|1199030;2026-07-09\|20.52\|3.17\|20.11\|20.80\|19.10\|1202646;2026-07-10\|19.14\|-6.73\|20.21\|20.94\|19.11\|1243384;2026-07-13\|18.99\|-0.78\|19.15\|20.50\|18.88\|1530152;2026-07-14\|20.89\|10.01\|19.10\|20.89\|18.90\|1703245;2026-07-15\|20.54\|-1.68\|20.92\|21.45\|20.49\|1397955;2026-07-16\|18.49\|-9.98\|20.36\|20.48\|18.49\|1418070;2026-07-17\|16.64\|-10.01\|18.10\|18.48\|16.64\|1287042;2026-07-20\|15.66\|-5.89\|16.49\|16.96\|15.23\|1090450;2026-07-21\|17.23\|10.03\|15.67\|17.23\|15.67\|1008304;2026-07-22\|16.90\|-1.92\|17.00\|17.90\|16.88\|1079445;2026-07-23\|17.02\|0.71\|16.94\|17.25\|16.50\|744059;2026-07-24\|16.30\|-4.23\|16.58\|17.00\|16.15\|515912;2026-07-27\|17.03\|4.48\|16.45\|17.05\|15.84\|770811;2026-07-28\|16.06\|-5.70\|16.62\|16.94\|15.94\|598783;2026-07-29\|16.05\|-0.06\|15.90\|16.22\|15.14\|875885;2026-07-30\|15.12\|-5.79\|15.81\|16.04\|14.68\|854704;2026-07-31\|15.88\|5.03\|15.77\|16.47\|15.77\|940097;2026-08-03\|15.78\|-0.63\|15.90\|15.98\|15.51\|559249;2026-08-04\|16.37\|3.74\|15.90\|16.75\|15.83\|791044;2026-08-05\|16.79\|2.57\|16.21\|16.99\|16.15\|750872;2026-08-06\|16.99\|1.19\|16.70\|17.32\|16.46\|757462;2026-08-07\|17.65\|3.88\|17.06\|18.03\|16.81\|1064098;2026-08-10\|17.19\|-2.61\|17.84\|18.26\|16.88\|996250;2026-08-11\|17.74\|3.20\|17.03\|18.28\|16.92\|1029621;2026-08-12\|18.48\|4.17\|17.72\|18.72\|17.65\|1054293;2026-08-13\|18.51\|0.16\|18.48\|18.93\|18.31\|738090;2026-08-14\|18.86\|1.89\|18.40\|18.98\|18.36\|654909;2026-08-17\|19.45\|3.13\|18.86\|19.56\|18.63\|829112;2026-08-18\|19.16\|-1.49\|19.57\|20.25\|18.97\|866546;2026-08-19\|18.28\|-4.59\|18.88\|19.35\|18.15\|971217;2026-08-20\|18.00\|-1.53\|18.61\|18.69\|17.83\|635727;2026-08-21\|18.30\|1.67\|17.96\|18.55\|17.73\|559525;2026-08-24\|17.95\|-1.91\|18.58\|18.64\|17.75\|569366;2026-08-25\|17.65\|-1.67\|17.95\|17.95\|17.20\|463462;2026-08-26\|17.47\|-1.02\|17.66\|17.82\|17.40\|406586;2026-08-27\|17.85\|2.18\|17.57\|17.97\|17.28\|464832;2026-08-28\|17.67\|-1.01\|17.84\|18.06\|17.64\|357812;2026-08-31\|17.57\|-0.57\|17.40\|17.72\|17.11\|422392;2026-09-01\|17.90\|1.88\|17.61\|18.48\|17.13\|868648;2026-09-02\|17.33\|-3.18\|17.55\|17.58\|17.11\|580267;2026-09-03\|17.26\|-0.40\|17.53\|17.82\|17.03\|379242;2026-09-04\|16.86\|-2.32\|17.43\|17.96\|16.70\|669223;2026-09-07\|18.23\|8.13\|16.86\|18.29\|16.86\|995741;2026-09-08\|18.11\|-0.66\|18.23\|18.30\|17.85\|439976;2026-09-09\|17.80\|-1.71\|18.16\|18.40\|17.70\|377986;2026-09-10\|17.97\|0.96\|17.75\|18.09\|17.43\|343636;2026-09-11\|17.41\|-3.12\|17.88\|17.95\|17.21\|381866;2026-09-14\|17.95\|3.10\|17.21\|18.17\|17.05\|405184;2026-09-15\|18.16\|1.17\|17.91\|18.47\|17.81\|398793;2026-09-16\|18.14\|-0.11\|18.14\|18.44\|17.88\|387423;2026-09-17\|17.95\|-1.05\|18.08\|18.53\|17.84\|379437;2026-09-18\|18.25\|1.67\|18.23\|18.48\|17.91\|452735;2026-09-21\|17.54\|-3.89\|18.29\|18.39\|17.52\|613386;2026-09-22\|16.87\|-3.82\|17.76\|17.96\|16.80\|802800;2026-09-23\|16.86\|-0.06\|16.88\|16.93\|16.60\|410140;2026-09-24\|16.76\|-0.59\|16.74\|17.11\|16.42\|486537;2026-09-28\|16.24\|-3.10\|17.25\|17.50\|16.10\|696813;2026-09-29\|16.20\|-0.25\|16.24\|16.70\|16.15\|480494;2026-09-30\|16.16\|-0.25\|16.17\|16.67\|16.01\|454011;2026-10-08\|16.35\|1.18\|16.33\|17.20\|16.20\|966118;2026-10-09\|16.09\|-1.59\|16.23\|16.25\|15.45\|698004;2026-10-12\|15.77\|-1.99\|16.00\|16.64\|15.71\|604613;2026-10-13\|15.62\|-0.95\|15.46\|15.84\|15.13\|403931;2026-10-14\|15.02\|-3.84\|15.63\|15.74\|15.00\|442108;2026-10-15\|14.35\|-4.46\|14.45\|14.55\|14.20\|573481;2026-10-16\|14.27\|-0.56\|14.63\|14.78\|14.15\|473920;2026-10-19\|14.30\|0.21\|14.14\|14.43\|13.72\|460627;2026-10-20\|12.87\|-10.00\|14.23\|14.24\|12.87\|1401398;2026-10-21\|11.68\|-9.25\|12.61\|12.72\|11.58\|2592823;2026-10-22\|11.30\|-3.25\|11.68\|11.75\|11.22\|1278595;2026-10-23\|11.80\|4.42\|11.00\|11.84\|10.59\|1436724;2026-10-26\|11.48\|-2.71\|11.80\|11.92\|11.43\|975300;2026-10-27\|10.99\|-4.27\|11.58\|11.66\|10.98\|769588;2026-10-28\|11.42\|3.91\|11.12\|11.61\|11.01\|912073;2026-10-29\|10.88\|-4.73\|11.31\|11.36\|10.88\|701527;2026-10-30\|10.45\|-3.95\|10.59\|10.98\|10.32\|849020;2026-11-02\|10.56\|1.05\|10.47\|10.71\|10.25\|770606;2026-11-03\|10.57\|0.09\|10.47\|10.96\|10.43\|844842;2026-11-04\|11.07\|4.73\|10.57\|11.13\|10.32\|1056485;2026-11-05\|11.41\|3.07\|10.95\|11.82\|10.93\|1293233;2026-11-06\|11.01\|-3.51\|10.81\|11.20\|10.80\|838141;2026-11-09\|10.87\|-1.27\|11.14\|11.18\|10.86\|634978;2026-11-10\|11.09\|2.02\|11.01\|11.16\|11.00\|585460;2026-11-11\|11.30\|1.89\|11.00\|11.33\|10.95\|633100;2026-11-12\|11.36\|0.53\|11.28\|11.75\|11.26\|996436
120476	中报业绩密集披露	定增获批+存储芯片+先进封装行业原因： 1、据上海证券报1月28日报道，三星、SK海力士、中微半导、国科微等芯片厂同步宣布大幅涨价，存储、MCU、Nor flash全线提价，供需缺口扩大。 2、上海证券报同日指出，AI服务器出货量预期增长28%，先进制程与先进封装产能紧张，推动半导体产业链“量价齐升”。公司原因： 1、据2026年1月17日公告，公司向特定对象发行股票申请获证监会注册批复，拟募资不超1.59亿元全部补流，实控人梁大钟、白瑛及其关联方全额认购，彰显信心。 2、据2025年半年度报告，公司主营半导体封装测试，是华南地区规模最大的内资封测企业之一，掌握5G基站GaN射频功放、高密度大矩阵、碳化硅MOSFET等先进封装技术。 3、据2023年6月21日互动易，公司具备存储类芯片封装测试业务，并关注AI领域动态，积极布局新兴应用。	华南地区规模最大的内资集成电路封装测试企业之一，上半年业绩同比扭亏，业绩增长的主要原因包括半导体行业周期复苏，订单充足和产能利用率提升。公司产量大幅提升，固定成本分摊显著降低，生产成本下降	2026-07-03\|41.04\|-20.00\|45.79\|47.78\|41.04\|213107;2026-07-06\|37.68\|-8.19\|40.73\|40.96\|35.86\|164970;2026-07-07\|37.63\|-0.13\|36.93\|39.14\|36.93\|100832;2026-07-08\|36.08\|-4.12\|37.63\|38.28\|34.70\|87340;2026-07-09\|39.54\|9.59\|36.50\|39.98\|35.52\|108813;2026-07-10\|37.30\|-5.67\|39.11\|42.35\|37.00\|107777;2026-07-13\|34.54\|-7.40\|37.31\|38.30\|34.28\|80879;2026-07-14\|41.45\|20.01\|35.00\|41.45\|35.00\|158147;2026-07-15\|39.08\|-5.72\|42.63\|42.98\|38.31\|180740;2026-07-16\|35.42\|-9.37\|37.70\|38.70\|35.36\|101150;2026-07-17\|30.94\|-12.65\|35.00\|35.51\|30.83\|97322;2026-07-20\|26.97\|-12.83\|31.99\|32.34\|26.00\|102896;2026-07-21\|30.50\|13.09\|27.50\|30.82\|23.77\|112042;2026-07-22\|30.13\|-1.21\|29.90\|31.89\|29.60\|89478;2026-07-23\|29.02\|-3.68\|30.02\|30.78\|28.61\|61283;2026-07-24\|28.48\|-1.86\|28.15\|29.70\|27.61\|56779;2026-07-27\|29.75\|4.46\|28.93\|30.20\|27.26\|67154;2026-07-28\|27.10\|-8.91\|29.47\|29.86\|27.00\|53542;2026-07-29\|26.24\|-3.17\|27.10\|27.60\|25.00\|68612;2026-07-30\|23.90\|-8.92\|26.24\|26.29\|23.88\|67629;2026-07-31\|25.12\|5.10\|25.87\|27.16\|25.01\|67165;2026-08-03\|25.01\|-0.44\|25.15\|25.65\|24.48\|52290;2026-08-04\|27.14\|8.52\|25.38\|27.27\|25.11\|50559;2026-08-05\|28.80\|6.12\|27.13\|29.24\|27.01\|55167;2026-08-06\|30.10\|4.51\|28.24\|30.23\|28.10\|56985;2026-08-07\|31.23\|3.75\|30.18\|31.43\|29.59\|53719;2026-08-10\|30.92\|-0.99\|31.48\|31.65\|30.21\|43495;2026-08-11\|30.50\|-1.36\|30.33\|31.20\|30.06\|34269;2026-08-12\|31.32\|2.69\|30.33\|31.97\|30.33\|35231;2026-08-13\|30.49\|-2.65\|31.70\|32.11\|30.41\|40162;2026-08-14\|31.29\|2.62\|30.73\|31.49\|30.42\|34513;2026-08-17\|33.50\|7.06\|31.38\|33.51\|31.38\|43689;2026-08-18\|33.13\|-1.10\|33.50\|34.04\|32.41\|38420;2026-08-19\|30.45\|-8.09\|32.42\|32.70\|30.08\|46286;2026-08-20\|30.33\|-0.39\|30.65\|31.53\|30.01\|37761;2026-08-21\|30.53\|0.66\|30.34\|31.10\|29.71\|27987;2026-08-24\|29.89\|-2.10\|30.53\|31.20\|29.01\|35470;2026-08-25\|29.80\|-0.30\|29.36\|30.10\|28.30\|28697;2026-08-26\|29.90\|0.34\|30.01\|30.35\|28.91\|30742;2026-08-27\|31.08\|3.95\|29.79\|31.20\|29.57\|33896;2026-08-28\|30.39\|-2.22\|31.03\|31.58\|30.33\|34027;2026-08-31\|31.63\|4.08\|29.98\|31.71\|29.56\|35838;2026-09-01\|30.89\|-2.34\|32.00\|32.19\|30.50\|31799;2026-09-02\|30.75\|-0.45\|30.62\|30.95\|30.21\|28425;2026-09-03\|31.06\|1.01\|31.03\|31.43\|30.12\|33542;2026-09-04\|29.91\|-3.70\|31.30\|31.81\|29.50\|41544;2026-09-07\|30.42\|1.71\|30.45\|30.80\|29.70\|31522;2026-09-08\|30.44\|0.07\|30.55\|31.05\|30.00\|31037;2026-09-09\|31.01\|1.87\|30.62\|31.89\|30.62\|44249;2026-09-10\|32.92\|6.16\|30.92\|34.19\|30.42\|94163;2026-09-11\|33.72\|2.43\|32.60\|33.90\|31.38\|96590;2026-09-14\|32.01\|-5.07\|33.30\|33.30\|31.39\|95183;2026-09-15\|37.11\|15.93\|34.41\|38.41\|34.04\|197943;2026-09-16\|39.39\|6.14\|37.11\|39.50\|36.18\|173049;2026-09-17\|37.83\|-3.96\|38.64\|39.39\|37.53\|110379;2026-09-18\|38.79\|2.54\|38.68\|39.77\|37.85\|105204;2026-09-21\|41.12\|6.01\|39.46\|41.30\|38.79\|105172;2026-09-22\|40.88\|-0.58\|40.73\|41.80\|39.92\|83244;2026-09-23\|41.50\|1.52\|40.60\|42.20\|40.58\|74353;2026-09-24\|40.29\|-2.92\|41.50\|41.85\|40.23\|68450;2026-09-28\|38.51\|-4.42\|40.19\|40.65\|38.20\|69786;2026-09-29\|40.75\|5.82\|38.40\|41.80\|38.03\|88587;2026-09-30\|37.88\|-7.04\|40.99\|41.00\|37.77\|69856;2026-10-08\|35.95\|-5.09\|37.38\|38.89\|35.48\|50986;2026-10-09\|35.85\|-0.28\|35.43\|36.20\|33.24\|68707;2026-10-12\|33.79\|-5.75\|35.28\|35.60\|33.35\|45556;2026-10-13\|33.77\|-0.06\|32.64\|34.24\|31.28\|49771;2026-10-14\|32.66\|-3.29\|33.50\|34.15\|32.48\|33661;2026-10-15\|31.18\|-4.53\|31.24\|32.06\|30.50\|41169;2026-10-16\|30.47\|-2.28\|31.52\|32.00\|30.05\|43288;2026-10-19\|29.85\|-2.03\|30.03\|30.27\|28.03\|49897;2026-10-20\|30.52\|2.24\|29.84\|31.39\|29.26\|33073;2026-10-21\|30.51\|-0.03\|30.85\|31.62\|30.12\|31095;2026-10-22\|29.00\|-4.95\|30.32\|30.70\|28.65\|34279;2026-10-23\|29.87\|3.00\|28.42\|30.16\|26.61\|59008;2026-10-26\|28.35\|-5.09\|29.47\|29.50\|28.10\|40146;2026-10-27\|27.97\|-1.34\|28.97\|29.78\|27.90\|58319;2026-10-28\|28.66\|2.47\|27.97\|29.30\|27.97\|53314;2026-10-29\|26.50\|-7.54\|28.59\|28.59\|26.50\|37947;2026-10-30\|25.03\|-5.55\|25.95\|26.97\|25.03\|41023;2026-11-02\|26.08\|4.20\|25.39\|26.65\|24.86\|39475;2026-11-03\|24.48\|-6.13\|25.72\|25.89\|24.20\|33428;2026-11-04\|26.79\|9.44\|24.96\|26.89\|24.21\|53716;2026-11-05\|27.19\|1.49\|25.90\|27.80\|25.90\|45005;2026-11-06\|26.30\|-3.27\|25.12\|26.91\|25.12\|38065;2026-11-09\|26.37\|0.27\|26.69\|27.18\|26.20\|25083;2026-11-10\|27.16\|3.00\|27.05\|27.54\|26.74\|22912;2026-11-11\|28.61\|5.34\|26.77\|28.84\|26.77\|41174;2026-11-12\|27.93\|-2.38\|28.97\|29.54\|27.86\|42125
120475	中报业绩密集披露	石油化工+海外炼化+煤制乙二醇+中报预增 1、据2026年6月30日互动易及2026年7月9日投资者关系活动记录表，公司作为国内唯一在海外布局炼厂的化纤龙头，受益于东南亚成品油供需偏紧，文莱炼厂实现满产满销，单吨盈利维持高位，是业绩增长核心驱动。 2、据2026年6月30日互动易及2026年7月9日投资者关系活动记录表，公司子公司拟投资建设年产240万吨煤制乙二醇项目，预计2028年上半年投产，届时将形成业内独有的“油、煤、布”产业新格局，增强原料自主可控与盈利韧性。 3、据2026年6月26日公告，公司预计2026年上半年归母净利润55亿元至60亿元，同比增长2326.31%至2546.88%，业绩大幅增长。	国内“炼化-化工-化纤”一体化民营跨国龙头企业，上半年净利预增超23倍，报告期内，作为国内龙头化纤企业中唯一在海外布局炼化工厂的公司，充分受益于东南亚地区成品油供需格局长期偏紧，成品油盈利远好于国内，同时PX、苯等化工产品盈利继续维持高位水平	2026-07-03\|14.56\|-3.38\|15.37\|15.64\|14.51\|1020306;2026-07-06\|15.18\|4.26\|14.79\|15.90\|14.60\|1116145;2026-07-07\|14.10\|-7.11\|15.00\|15.00\|13.89\|917075;2026-07-08\|13.72\|-2.69\|14.33\|14.63\|13.67\|737859;2026-07-09\|13.59\|-0.95\|13.86\|14.15\|13.34\|750871;2026-07-10\|13.73\|1.03\|13.43\|14.03\|13.01\|715558;2026-07-13\|13.22\|-3.71\|13.90\|14.04\|13.10\|652274;2026-07-14\|14.54\|9.98\|13.39\|14.54\|13.32\|882088;2026-07-15\|14.48\|-0.41\|14.55\|15.22\|14.42\|1000568;2026-07-16\|14.07\|-2.83\|14.38\|14.54\|13.76\|668823;2026-07-17\|14.65\|4.12\|14.12\|14.80\|14.04\|1012364;2026-07-20\|15.11\|3.14\|14.85\|15.48\|14.74\|1206772;2026-07-21\|14.64\|-3.11\|14.85\|14.94\|14.11\|909642;2026-07-22\|15.16\|3.55\|14.51\|15.43\|14.33\|920348;2026-07-23\|15.82\|4.35\|15.07\|15.99\|14.82\|1074387;2026-07-24\|15.05\|-4.87\|16.00\|16.50\|14.99\|1104249;2026-07-27\|15.81\|5.05\|14.51\|15.90\|14.38\|954227;2026-07-28\|15.30\|-3.23\|15.38\|15.55\|15.07\|519317;2026-07-29\|15.60\|1.96\|15.28\|15.79\|14.97\|615297;2026-07-30\|16.05\|2.88\|15.51\|16.43\|15.23\|901982;2026-07-31\|16.09\|0.25\|15.42\|16.27\|15.15\|734555;2026-08-03\|16.20\|0.68\|15.74\|16.57\|15.30\|681374;2026-08-04\|15.77\|-2.65\|16.08\|16.26\|15.67\|589478;2026-08-05\|16.39\|3.93\|15.55\|16.68\|15.26\|1071614;2026-08-06\|17.20\|4.94\|16.30\|17.29\|16.24\|947829;2026-08-07\|17.71\|2.97\|17.20\|17.95\|17.09\|662667;2026-08-10\|18.18\|2.65\|17.91\|19.30\|17.61\|1134646;2026-08-11\|17.50\|-3.74\|17.71\|18.06\|16.80\|1027028;2026-08-12\|17.15\|-2.00\|17.55\|17.83\|17.02\|759673;2026-08-13\|16.83\|-1.87\|17.16\|17.47\|16.77\|704242;2026-08-14\|16.78\|-0.30\|16.95\|17.20\|16.57\|529085;2026-08-17\|16.86\|0.48\|16.90\|16.96\|16.39\|663864;2026-08-18\|17.47\|3.62\|16.83\|17.51\|16.64\|1013173;2026-08-19\|19.08\|9.22\|17.51\|19.22\|17.47\|1744156;2026-08-20\|20.10\|5.35\|19.32\|20.70\|18.84\|1745986;2026-08-21\|20.80\|3.48\|20.12\|20.93\|19.70\|1162391;2026-08-24\|19.02\|-8.56\|20.59\|20.95\|18.73\|1542976;2026-08-25\|18.34\|-3.58\|19.29\|19.38\|18.00\|1191168;2026-08-26\|18.20\|-0.76\|17.75\|18.44\|17.72\|1098731;2026-08-27\|19.20\|5.49\|18.18\|19.55\|17.93\|1208043;2026-08-28\|19.49\|1.51\|19.20\|19.74\|18.88\|939117;2026-08-31\|19.52\|0.15\|19.80\|19.90\|18.95\|1327830;2026-09-01\|18.98\|-2.77\|19.52\|20.19\|18.76\|1181250;2026-09-02\|18.52\|-2.42\|19.31\|19.43\|18.46\|858681;2026-09-03\|18.88\|1.94\|18.51\|19.30\|18.33\|820952;2026-09-04\|17.93\|-5.03\|18.80\|18.83\|17.84\|963800;2026-09-07\|17.69\|-1.34\|17.99\|18.40\|17.57\|703970;2026-09-08\|18.89\|6.78\|17.65\|19.01\|17.59\|911608;2026-09-09\|18.65\|-1.27\|18.71\|19.04\|18.14\|739847;2026-09-10\|18.00\|-3.49\|18.70\|18.84\|17.95\|719897;2026-09-11\|17.35\|-3.61\|18.00\|18.13\|16.93\|799641;2026-09-14\|17.07\|-1.61\|17.35\|17.50\|16.78\|850878;2026-09-15\|16.98\|-0.53\|16.87\|17.21\|16.82\|523107;2026-09-16\|17.48\|2.94\|17.05\|17.60\|16.70\|871204;2026-09-17\|17.73\|1.43\|17.13\|17.92\|17.05\|669693;2026-09-18\|16.95\|0.24\|16.80\|17.25\|16.61\|650725;2026-09-21\|16.95\|0.00\|16.79\|17.12\|16.51\|719332;2026-09-22\|16.81\|-0.83\|16.78\|17.02\|16.14\|770902;2026-09-23\|17.39\|3.45\|16.90\|17.46\|16.72\|815422;2026-09-24\|17.24\|-0.86\|17.38\|17.69\|17.08\|583568;2026-09-28\|17.26\|0.12\|17.16\|17.49\|16.78\|674262;2026-09-29\|15.69\|-9.10\|17.20\|17.30\|15.53\|1318184;2026-09-30\|15.63\|-0.38\|15.66\|15.87\|15.42\|702771;2026-10-08\|16.29\|4.22\|16.09\|16.71\|15.98\|789541;2026-10-09\|16.29\|0.00\|16.26\|16.47\|15.89\|520626;2026-10-12\|15.11\|-7.24\|15.99\|16.13\|15.00\|732586;2026-10-13\|14.55\|-3.71\|14.96\|14.98\|14.13\|839407;2026-10-14\|14.71\|1.10\|14.82\|14.99\|14.59\|586524;2026-10-15\|13.90\|-5.51\|14.43\|14.56\|13.79\|606814;2026-10-16\|14.13\|1.65\|13.65\|14.43\|13.50\|1137927;2026-10-19\|13.88\|-1.77\|13.86\|14.22\|13.76\|670546;2026-10-20\|13.66\|-1.58\|13.95\|13.98\|13.52\|503570;2026-10-21\|13.50\|-1.17\|13.68\|13.91\|13.42\|444500;2026-10-22\|12.69\|-6.00\|13.44\|13.47\|12.45\|752303;2026-10-23\|12.63\|-0.47\|12.43\|12.69\|11.99\|836826;2026-10-26\|12.68\|0.40\|12.74\|13.03\|12.66\|860149;2026-10-27\|12.61\|-0.55\|12.70\|12.88\|12.50\|616228;2026-10-28\|13.02\|3.25\|12.63\|13.15\|12.54\|752834;2026-10-29\|12.88\|-1.08\|13.01\|13.09\|12.70\|467686;2026-10-30\|12.68\|-1.55\|12.76\|12.96\|12.54\|460832;2026-11-02\|12.92\|1.89\|12.69\|13.02\|12.69\|579285;2026-11-03\|12.87\|-0.39\|12.72\|13.28\|12.60\|569840;2026-11-04\|12.81\|-0.47\|12.87\|12.97\|12.26\|799385;2026-11-05\|12.77\|-0.31\|12.51\|13.06\|12.46\|843986;2026-11-06\|12.39\|-2.98\|12.50\|12.76\|12.37\|515812;2026-11-09\|12.34\|-0.40\|12.50\|12.64\|12.34\|428359;2026-11-10\|12.19\|-1.22\|12.48\|12.59\|12.08\|508685;2026-11-11\|12.27\|0.66\|12.14\|12.33\|12.02\|409100;2026-11-12\|11.91\|-2.93\|12.24\|12.30\|11.85\|489286
120474	中报业绩密集披露	2026中报预增+智能驾驶+机器人+传感器 1、据保隆科技2026年7月14日公告，预计2026年上半年归母净利润2.46亿元至3.00亿元，同比增长82.56%至122.64%，主营业务规模稳步提升及对参股公司确认公允价值变动收益共同推动业绩增长。 2、据2026年4月28日公告，公司拟新增智能驾驶高性能行车摄像头、新一代国产化毫米波雷达、车辆智能集成化智驾控制器三大研发项目，持续布局汽车智能化业务。 3、据2026年5月11日互动易，公司已成立智感机器人公司，产品涵盖关节模组编码器、力传感器及机器人摄像头，其中机器人摄像头模组已获定点，预计7月量产。 4、据2025年年报及2026年4月28日互动易，公司以智能化和轻量化为发展方向，智能悬架、传感器、摄像头、毫米波雷达等产品线已进入快速成长阶段。	公司上半年净利润同比预增82.56%到122.64%，报告期内，公司持续推进市场拓展，主营业务规模稳步提升，主营业务获利增加；上半年对参股公司确认公允价值变动收益，提升了公司业绩	2026-07-03\|30.23\|3.85\|29.21\|30.75\|29.21\|54341;2026-07-06\|29.51\|-2.38\|30.15\|30.23\|29.42\|30846;2026-07-07\|28.57\|-3.19\|29.33\|29.88\|28.50\|24137;2026-07-08\|28.04\|-1.86\|28.65\|28.79\|27.76\|21249;2026-07-09\|27.72\|-1.14\|28.01\|28.06\|27.31\|24844;2026-07-10\|28.01\|1.05\|27.69\|28.34\|27.48\|22777;2026-07-13\|26.93\|-3.86\|27.95\|27.95\|26.88\|28568;2026-07-14\|29.62\|9.99\|28.65\|29.62\|28.59\|56765;2026-07-15\|30.19\|1.92\|30.88\|31.95\|30.03\|118090;2026-07-16\|30.56\|1.23\|29.92\|30.89\|29.82\|64456;2026-07-17\|29.57\|-3.24\|30.43\|31.20\|29.56\|50194;2026-07-20\|28.72\|-2.87\|29.65\|30.03\|28.21\|49070;2026-07-21\|29.15\|1.50\|28.85\|29.32\|28.28\|55663;2026-07-22\|28.22\|-3.19\|28.75\|28.94\|28.11\|43925;2026-07-23\|28.42\|0.71\|28.05\|28.49\|27.89\|24143;2026-07-24\|27.75\|-2.36\|28.11\|28.37\|27.66\|23635;2026-07-27\|28.00\|0.90\|27.50\|28.13\|27.50\|31338;2026-07-28\|28.30\|1.07\|28.12\|28.56\|27.78\|33446;2026-07-29\|28.42\|0.42\|28.31\|28.79\|28.19\|31587;2026-07-30\|28.16\|-0.91\|28.45\|28.95\|27.85\|33636;2026-07-31\|28.97\|2.88\|28.01\|29.00\|28.01\|38452;2026-08-03\|30.24\|4.38\|29.30\|30.25\|29.20\|48096;2026-08-04\|30.00\|-0.79\|30.20\|30.38\|29.81\|29039;2026-08-05\|30.37\|1.23\|30.55\|31.11\|30.13\|42527;2026-08-06\|30.31\|-0.20\|30.23\|30.75\|30.08\|31754;2026-08-07\|29.90\|-1.35\|30.06\|30.30\|29.76\|25454;2026-08-10\|30.53\|2.11\|29.90\|30.70\|29.89\|32394;2026-08-11\|30.50\|-0.10\|30.34\|30.78\|30.20\|19096;2026-08-12\|30.78\|0.92\|30.40\|30.89\|30.26\|19467;2026-08-13\|30.57\|-0.68\|30.78\|31.03\|30.51\|19710;2026-08-14\|30.40\|-0.56\|30.61\|30.77\|30.20\|15777;2026-08-17\|30.76\|1.18\|30.33\|30.88\|29.90\|24250;2026-08-18\|31.25\|1.59\|30.85\|32.20\|30.77\|41827;2026-08-19\|29.82\|-4.58\|30.81\|30.92\|29.76\|29026;2026-08-20\|30.45\|2.11\|29.92\|30.56\|29.86\|21864;2026-08-21\|30.68\|0.76\|30.33\|30.71\|30.00\|20259;2026-08-24\|30.41\|-0.88\|30.68\|31.26\|30.09\|23534;2026-08-25\|30.48\|0.23\|30.08\|30.48\|29.79\|23304;2026-08-26\|30.35\|-0.43\|30.41\|30.74\|30.16\|20837;2026-08-27\|30.43\|0.26\|31.11\|31.25\|29.95\|53193;2026-08-28\|29.96\|-1.54\|30.66\|30.72\|29.93\|41542;2026-08-31\|29.75\|-0.70\|29.54\|29.85\|28.98\|52190;2026-09-01\|30.54\|2.66\|29.72\|30.97\|29.70\|43080;2026-09-02\|30.39\|-0.49\|30.28\|30.64\|29.91\|35811;2026-09-03\|30.42\|0.10\|30.35\|30.88\|30.17\|27672;2026-09-04\|30.27\|-0.49\|31.13\|31.14\|30.17\|39066;2026-09-07\|30.20\|-0.23\|30.10\|30.46\|29.92\|22198;2026-09-08\|29.90\|-0.99\|30.20\|30.45\|29.71\|23937;2026-09-09\|29.66\|-0.80\|29.77\|29.92\|29.57\|18660;2026-09-10\|29.07\|-1.99\|29.58\|29.58\|29.05\|17060;2026-09-11\|28.45\|-2.13\|28.88\|29.17\|28.21\|27545;2026-09-14\|28.80\|1.23\|28.65\|28.99\|28.26\|25946;2026-09-15\|28.59\|-0.73\|28.63\|29.12\|28.55\|17685;2026-09-16\|28.65\|0.21\|28.60\|28.81\|28.30\|25762;2026-09-17\|29.10\|1.57\|28.68\|29.15\|28.51\|21625;2026-09-18\|28.97\|-0.45\|29.29\|29.43\|28.76\|24390;2026-09-21\|29.35\|1.31\|28.88\|29.45\|28.88\|24167;2026-09-22\|29.47\|0.41\|29.40\|29.72\|29.33\|20998;2026-09-23\|29.30\|0.72\|29.11\|29.48\|29.00\|17516;2026-09-24\|29.36\|0.20\|29.30\|29.75\|29.08\|19266;2026-09-28\|29.06\|-1.02\|29.45\|29.60\|28.93\|19845;2026-09-29\|28.94\|-0.41\|29.00\|29.27\|28.78\|16354;2026-09-30\|29.10\|0.55\|28.93\|29.59\|28.92\|16632;2026-10-08\|28.81\|-1.00\|29.09\|29.96\|28.68\|27764;2026-10-09\|28.52\|-1.01\|28.74\|28.89\|27.57\|29164;2026-10-12\|28.38\|-0.49\|28.49\|28.79\|28.26\|21217;2026-10-13\|29.41\|3.63\|28.04\|29.50\|27.51\|37826;2026-10-14\|28.12\|-4.39\|29.31\|29.88\|27.96\|69278;2026-10-15\|26.72\|-4.98\|27.02\|27.40\|26.50\|52891;2026-10-16\|29.39\|9.99\|27.28\|29.39\|27.28\|37081;2026-10-19\|32.33\|10.00\|32.33\|32.33\|32.33\|39519;2026-10-20\|31.05\|-3.96\|34.98\|34.98\|30.78\|306209;2026-10-21\|29.90\|-3.70\|30.09\|31.00\|29.32\|235184;2026-10-22\|26.92\|-9.97\|29.36\|29.40\|26.92\|188388;2026-10-23\|27.95\|3.83\|26.63\|28.15\|26.60\|124087;2026-10-26\|28.29\|1.22\|27.74\|28.50\|27.65\|100201;2026-10-27\|28.05\|-0.85\|28.53\|29.29\|28.05\|89941;2026-10-28\|28.43\|1.35\|27.62\|29.19\|27.42\|98217;2026-10-29\|27.03\|-4.92\|28.11\|28.20\|27.01\|78629;2026-10-30\|26.03\|-3.70\|26.70\|27.03\|26.00\|67127;2026-11-02\|26.09\|0.23\|26.13\|26.48\|25.36\|63084;2026-11-03\|25.67\|-1.61\|25.86\|26.16\|25.52\|56346;2026-11-04\|26.24\|2.22\|25.69\|26.25\|25.40\|65693;2026-11-05\|26.65\|1.56\|26.11\|26.76\|26.01\|54319;2026-11-06\|26.18\|-1.76\|25.80\|26.40\|25.80\|38488;2026-11-09\|26.43\|0.95\|26.37\|26.76\|26.22\|43183;2026-11-10\|27.39\|3.63\|26.68\|27.50\|26.68\|59068;2026-11-11\|28.65\|4.60\|27.18\|28.95\|27.16\|98055;2026-11-12\|27.34\|-4.57\|28.70\|29.18\|27.28\|67959
120473	中报业绩密集披露	中报预增+转基因+玉米种业+甘肃国资 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润1.4亿元左右，同比增长157.1%左右，主要系自有核心优势品种销量稳步攀升，并持续落实降本增效措施。 2、据2025年年报，公司依托“一院六站”商业化育种体系，建成含9.85万份玉米种质资源的种质库及生物育种实验室，是全国首批育繁推一体化种子企业，入选国家农作物种业玉米“补短板”阵型企业。 3、据2025年年报，转基因商业化种植试点已扩展至13个省份，2025年种植面积达3100万亩，预计2026年突破8000万亩，转基因玉米品种终端售价较常规品种普遍溢价30%-50%。 4、据2025年年报，公司控股股东为酒泉钢铁集团有限责任公司，最终控制人为甘肃省人民政府国有资产监督管理委员会。	国家育繁推一体化企业；上半年净利润同比预增157.1%左右，因“公司持续优化产品营销策略，依托精准市场定位与多渠道推广举措，自有核心优势品种销量稳步攀升”	2026-07-03\|5.00\|1.01\|4.99\|5.02\|4.92\|92116;2026-07-06\|5.01\|0.20\|4.98\|5.08\|4.97\|84763;2026-07-07\|4.89\|-2.40\|5.02\|5.02\|4.87\|88211;2026-07-08\|4.87\|-0.41\|4.90\|4.93\|4.80\|66323;2026-07-09\|4.84\|-0.62\|4.86\|4.89\|4.75\|87694;2026-07-10\|4.95\|2.27\|4.82\|5.00\|4.78\|109049;2026-07-13\|4.92\|-0.61\|4.90\|4.99\|4.88\|84629;2026-07-14\|5.41\|9.96\|5.41\|5.41\|5.23\|319776;2026-07-15\|5.59\|3.33\|5.51\|5.70\|5.41\|681453;2026-07-16\|5.68\|1.61\|5.58\|5.80\|5.55\|457604;2026-07-17\|5.60\|-1.41\|5.64\|5.80\|5.54\|386830;2026-07-20\|5.48\|-2.14\|5.56\|5.69\|5.39\|353387;2026-07-21\|5.37\|-2.01\|5.44\|5.52\|5.27\|308934;2026-07-22\|5.49\|2.23\|5.34\|5.50\|5.33\|244687;2026-07-23\|6.04\|10.02\|5.37\|6.04\|5.34\|618366;2026-07-24\|5.79\|-4.14\|6.01\|6.04\|5.74\|460124;2026-07-27\|5.82\|0.52\|5.78\|5.83\|5.66\|342096;2026-07-28\|5.84\|0.34\|5.77\|5.97\|5.75\|338521;2026-07-29\|5.81\|-0.51\|5.77\|5.92\|5.76\|363258;2026-07-30\|5.85\|0.69\|5.78\|6.04\|5.77\|332167;2026-07-31\|5.90\|0.85\|5.75\|5.90\|5.70\|283268;2026-08-03\|6.11\|3.56\|5.91\|6.16\|5.86\|384413;2026-08-04\|5.97\|-2.29\|6.08\|6.09\|5.91\|300298;2026-08-05\|5.94\|-0.50\|5.97\|6.01\|5.88\|242330;2026-08-06\|6.42\|8.08\|5.92\|6.53\|5.88\|976688;2026-08-07\|6.17\|-3.89\|6.32\|6.35\|6.04\|741892;2026-08-10\|6.25\|1.30\|6.10\|6.28\|6.06\|487653;2026-08-11\|6.04\|-3.36\|6.20\|6.23\|6.02\|376043;2026-08-12\|6.14\|1.66\|6.00\|6.14\|5.99\|248692;2026-08-13\|6.08\|-0.98\|6.09\|6.16\|6.02\|235161;2026-08-14\|6.02\|-0.99\|6.05\|6.09\|5.94\|192475;2026-08-17\|6.35\|5.48\|6.15\|6.46\|6.15\|791532;2026-08-18\|6.99\|10.08\|6.40\|6.99\|6.32\|1233558;2026-08-19\|6.85\|-2.00\|7.02\|7.68\|6.78\|1560264;2026-08-20\|6.84\|-0.15\|6.75\|6.98\|6.31\|1197041;2026-08-21\|6.43\|-5.99\|6.76\|6.76\|6.23\|859727;2026-08-24\|6.63\|3.11\|6.50\|6.74\|6.39\|898834;2026-08-25\|7.09\|6.94\|6.60\|7.29\|6.60\|1169183;2026-08-26\|7.03\|-0.85\|6.95\|7.19\|6.90\|961052;2026-08-27\|7.46\|6.12\|7.18\|7.55\|7.10\|961154;2026-08-28\|8.21\|10.05\|7.62\|8.21\|7.46\|1087427;2026-08-31\|8.29\|0.97\|9.03\|9.03\|8.22\|1930711;2026-09-01\|9.12\|10.01\|8.29\|9.12\|8.29\|1278393;2026-09-02\|8.21\|-9.98\|9.03\|9.03\|8.21\|1352837;2026-09-03\|7.87\|-4.14\|7.83\|8.15\|7.65\|1414935;2026-09-04\|8.66\|10.04\|7.67\|8.66\|7.50\|1474366;2026-09-07\|9.53\|10.05\|9.03\|9.53\|9.00\|607362;2026-09-08\|10.48\|9.97\|10.40\|10.48\|10.11\|491763;2026-09-09\|10.98\|4.77\|10.48\|11.51\|10.48\|2401741;2026-09-10\|11.45\|4.28\|10.81\|12.08\|10.20\|2195536;2026-09-11\|10.97\|-4.19\|11.65\|12.32\|10.50\|1990915;2026-09-14\|9.87\|-10.03\|9.87\|10.43\|9.87\|992194;2026-09-15\|8.88\|-10.03\|9.18\|9.42\|8.88\|936152;2026-09-16\|8.86\|-0.23\|8.42\|9.11\|8.31\|1472604;2026-09-17\|9.75\|10.05\|8.98\|9.75\|8.65\|1380572;2026-09-18\|10.23\|4.92\|9.37\|10.54\|9.37\|1575427;2026-09-21\|10.46\|2.25\|10.23\|10.69\|9.80\|1289027;2026-09-22\|10.12\|-3.25\|10.39\|10.49\|9.85\|1086271;2026-09-23\|10.08\|-0.40\|10.12\|10.48\|9.65\|1183010;2026-09-24\|9.53\|-5.46\|10.09\|10.26\|9.47\|890603;2026-09-28\|8.96\|-5.98\|9.52\|9.80\|8.90\|687745;2026-09-29\|8.96\|0.00\|8.98\|9.15\|8.80\|547186;2026-09-30\|9.24\|3.12\|9.05\|9.60\|9.01\|868158;2026-10-08\|9.08\|-1.73\|9.16\|9.52\|9.01\|727149;2026-10-09\|9.99\|10.02\|9.26\|9.99\|8.90\|1249456;2026-10-12\|9.31\|-6.81\|10.00\|10.68\|9.10\|1696420;2026-10-13\|9.30\|-0.11\|8.52\|9.41\|8.46\|1175814;2026-10-14\|8.91\|-4.19\|9.42\|9.46\|8.82\|793071;2026-10-15\|8.36\|-6.17\|8.77\|8.80\|8.28\|736903;2026-10-16\|8.38\|0.24\|8.50\|8.68\|8.31\|629962;2026-10-19\|7.94\|-5.25\|8.31\|8.35\|7.67\|644920;2026-10-20\|8.01\|0.88\|7.96\|8.13\|7.79\|492743;2026-10-21\|8.13\|1.50\|8.02\|8.40\|7.99\|574255;2026-10-22\|7.53\|-7.38\|8.29\|8.29\|7.53\|506742;2026-10-23\|7.49\|-0.53\|7.40\|7.51\|7.07\|501518;2026-10-26\|7.26\|-3.07\|7.40\|7.43\|7.14\|329378;2026-10-27\|7.03\|-3.17\|7.31\|7.38\|7.03\|341316;2026-10-28\|6.86\|-2.42\|7.12\|7.12\|6.68\|487730;2026-10-29\|6.69\|-2.48\|6.83\|6.92\|6.68\|353166;2026-10-30\|6.55\|-2.09\|6.59\|6.81\|6.42\|410029;2026-11-02\|6.68\|1.98\|6.55\|6.70\|6.31\|399457;2026-11-03\|6.75\|1.05\|6.58\|6.97\|6.56\|454113;2026-11-04\|7.02\|4.00\|6.75\|7.20\|6.55\|1168706;2026-11-05\|7.14\|1.71\|6.90\|7.27\|6.85\|952851;2026-11-06\|7.44\|4.20\|7.00\|7.72\|6.99\|1508534;2026-11-09\|7.29\|-2.02\|7.21\|7.42\|7.03\|1110175;2026-11-10\|7.40\|1.51\|7.27\|7.45\|7.13\|841179;2026-11-11\|7.29\|-1.49\|7.40\|7.55\|7.11\|673940;2026-11-12\|7.22\|-0.96\|7.28\|7.47\|7.19\|634496
120472	中报业绩密集披露	PCB感光干膜+光伏胶膜龙头+太空光伏行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司感光干膜PCB光刻胶是PCB图形蚀刻关键耗材，客户包括深南电路、鹏鼎控股等头部厂商，未来电子材料业务将随服务器PCB需求增长进入高速增长阶段；据2026年6月11日互动易，公司广东江门感光干膜扩产项目预计今年下半年投产。 2、据2025年年度报告，公司是全球光伏胶膜领域龙头，全球市占率长期稳定在50%左右，2025年海外产能扩张进一步提升市场份额。 3、据2025年年度报告，公司正利用有机硅和PI技术，与砷化镓等企业合作开发柔性太阳翼封装材料，将光伏材料业务从地面拓展至太空光伏领域；据中金公司2026年5月31日研报，公司出资2500万元投资柔性薄膜砷化镓电池片企业，进行前瞻性布局。	公司上半年净利润同比预增75.35%，报告期内，公司原材料光伏树脂受中东地缘冲突影响上升，公司主要产品光伏胶膜销售单价提升从而盈利能力提升。此外公司新业务用于PCB制成的感光干膜产品销售量和盈利能力提升，增强公司整体的盈利能力	2026-07-03\|15.76\|0.51\|15.65\|16.25\|15.16\|457106;2026-07-06\|15.03\|-4.63\|15.68\|15.94\|15.01\|395939;2026-07-07\|14.91\|-0.80\|15.07\|15.37\|14.70\|313337;2026-07-08\|14.15\|-5.10\|14.80\|14.91\|13.95\|433185;2026-07-09\|14.69\|3.82\|14.11\|14.70\|13.90\|344515;2026-07-10\|14.24\|-3.06\|14.61\|14.79\|14.22\|352572;2026-07-13\|13.55\|-4.85\|14.11\|14.12\|13.38\|382300;2026-07-14\|14.91\|10.04\|14.20\|14.91\|14.20\|280339;2026-07-15\|14.75\|-1.07\|15.62\|15.90\|14.73\|727596;2026-07-16\|14.27\|-3.25\|14.68\|14.72\|14.17\|384818;2026-07-17\|13.83\|-3.08\|14.28\|14.38\|13.65\|413527;2026-07-20\|13.68\|-1.08\|13.99\|14.08\|13.37\|421825;2026-07-21\|14.24\|4.09\|13.68\|14.27\|13.55\|422082;2026-07-22\|13.90\|-2.39\|14.16\|14.36\|13.75\|294812;2026-07-23\|14.38\|3.45\|13.89\|14.41\|13.80\|299573;2026-07-24\|13.75\|-4.38\|14.15\|14.29\|13.73\|239053;2026-07-27\|14.10\|2.55\|13.83\|14.10\|13.73\|253843;2026-07-28\|13.89\|-1.49\|13.83\|14.25\|13.73\|245889;2026-07-29\|14.26\|2.66\|13.80\|14.30\|13.25\|440915;2026-07-30\|14.54\|1.96\|14.01\|14.69\|14.01\|418055;2026-07-31\|14.67\|0.89\|14.80\|14.86\|14.48\|318807;2026-08-03\|14.94\|1.84\|14.54\|15.03\|14.53\|312556;2026-08-04\|15.24\|2.01\|14.96\|15.37\|14.90\|307416;2026-08-05\|15.24\|0.00\|15.19\|15.32\|14.98\|262095;2026-08-06\|15.04\|-1.31\|15.11\|15.42\|14.88\|248874;2026-08-07\|15.61\|3.79\|15.04\|15.76\|15.00\|439956;2026-08-10\|15.30\|-1.99\|15.50\|15.65\|15.02\|346085;2026-08-11\|15.12\|-1.18\|15.21\|15.45\|15.10\|224669;2026-08-12\|15.45\|2.18\|15.08\|15.45\|15.06\|217126;2026-08-13\|15.21\|-1.55\|15.65\|15.65\|15.20\|180398;2026-08-14\|15.24\|0.20\|15.28\|15.48\|15.05\|172447;2026-08-17\|15.64\|2.62\|15.24\|15.72\|15.12\|233744;2026-08-18\|15.73\|0.58\|15.64\|15.95\|15.55\|208850;2026-08-19\|15.16\|-3.62\|15.61\|15.74\|15.10\|288282;2026-08-20\|15.59\|2.84\|15.84\|16.16\|15.50\|403977;2026-08-21\|15.45\|-0.90\|15.53\|15.65\|15.30\|252155;2026-08-24\|15.21\|-1.55\|15.54\|15.59\|15.00\|270976;2026-08-25\|15.37\|1.05\|15.15\|15.43\|14.93\|219203;2026-08-26\|15.08\|-1.89\|15.27\|15.38\|15.08\|198793;2026-08-27\|15.34\|1.72\|15.09\|15.35\|14.86\|247093;2026-08-28\|15.23\|-0.72\|15.28\|15.45\|15.06\|205354;2026-08-31\|15.28\|0.33\|15.08\|15.28\|14.75\|288473;2026-09-01\|15.02\|-1.70\|15.15\|15.19\|14.93\|191818;2026-09-02\|14.31\|-4.73\|14.92\|14.92\|14.29\|299776;2026-09-03\|14.54\|1.61\|14.43\|14.60\|14.36\|187208;2026-09-04\|14.49\|-0.34\|14.67\|14.93\|14.44\|221821;2026-09-07\|14.64\|1.04\|14.65\|14.69\|14.43\|189166;2026-09-08\|14.45\|-1.30\|14.58\|14.62\|14.39\|148963;2026-09-09\|14.66\|1.45\|14.50\|14.73\|14.44\|180825;2026-09-10\|14.71\|0.34\|14.65\|14.84\|14.41\|126317;2026-09-11\|14.48\|-1.56\|14.59\|14.64\|14.23\|151002;2026-09-14\|14.40\|-0.55\|14.45\|14.56\|14.25\|140329;2026-09-15\|14.32\|-0.56\|14.29\|14.52\|14.28\|122572;2026-09-16\|14.32\|0.00\|14.29\|14.39\|14.02\|169644;2026-09-17\|14.02\|-2.10\|14.20\|14.35\|14.02\|145489;2026-09-18\|14.37\|2.50\|14.16\|14.49\|14.08\|221807;2026-09-21\|14.48\|0.77\|14.47\|14.58\|14.33\|197053;2026-09-22\|14.38\|-0.69\|14.54\|14.69\|14.34\|186025;2026-09-23\|14.30\|-0.56\|14.38\|14.49\|14.28\|143692;2026-09-24\|13.90\|-2.80\|14.30\|14.34\|13.90\|194562;2026-09-28\|13.70\|-1.44\|13.92\|14.06\|13.59\|171018;2026-09-29\|13.76\|0.44\|13.63\|13.85\|13.62\|129066;2026-09-30\|13.86\|0.73\|13.79\|13.98\|13.72\|112427;2026-10-08\|14.24\|2.74\|14.01\|14.64\|13.92\|305144;2026-10-09\|14.35\|0.77\|14.24\|14.44\|13.84\|265487;2026-10-12\|14.12\|-1.60\|14.30\|14.48\|14.08\|177086;2026-10-13\|13.81\|-2.20\|13.98\|13.99\|13.48\|237249;2026-10-14\|13.59\|-0.73\|13.67\|13.78\|13.56\|130307;2026-10-15\|13.04\|-4.05\|13.29\|13.40\|12.88\|258453;2026-10-16\|12.98\|-0.46\|13.18\|13.28\|12.92\|155708;2026-10-19\|13.27\|2.23\|13.14\|13.36\|13.00\|181417;2026-10-20\|13.16\|-0.83\|13.24\|13.42\|13.01\|152408;2026-10-21\|13.09\|-0.53\|13.27\|13.27\|13.03\|132622;2026-10-22\|12.91\|-1.38\|13.09\|13.13\|12.87\|144592;2026-10-23\|13.17\|2.01\|12.70\|13.18\|12.51\|191926;2026-10-26\|13.02\|-1.14\|13.11\|13.28\|12.98\|166459;2026-10-27\|12.18\|-6.45\|12.98\|13.08\|12.16\|435476;2026-10-28\|12.25\|0.57\|12.30\|12.49\|12.19\|280840;2026-10-29\|12.00\|-2.04\|12.18\|12.25\|12.00\|225459;2026-10-30\|11.78\|-1.83\|11.85\|12.20\|11.77\|250856;2026-11-02\|11.81\|0.25\|11.94\|11.96\|11.57\|277787;2026-11-03\|12.03\|1.86\|11.73\|12.24\|11.70\|343644;2026-11-04\|12.63\|4.99\|12.05\|12.68\|11.93\|413161;2026-11-05\|13.37\|5.86\|12.82\|13.89\|12.78\|781921;2026-11-06\|13.13\|-1.80\|13.00\|13.86\|12.90\|638926;2026-11-09\|12.95\|-1.37\|13.43\|13.67\|12.91\|381676;2026-11-10\|12.93\|-0.15\|13.00\|13.17\|12.82\|247661;2026-11-11\|12.73\|-1.55\|12.91\|13.10\|12.65\|248247;2026-11-12\|12.51\|-1.73\|12.71\|12.88\|12.48\|234006
120471	中报业绩密集披露		公司专注于煤制乙二醇，上半年实现扭亏为盈，4月初年产10万吨草酸扩产项目顺利建成投产，公司借此增加了盈利能力较强的草酸产销量，同时主动降低了毛利率较差的乙二醇产销规模，叠加草酸市场行情上行，整体盈利结构得到明显改善。此外，公司持续推进高卡煤掺烧等降耗举措，进一步降低了产品单耗，共同推动了报告期内业绩的扭亏为盈	2026-07-03\|2.54\|0.40\|2.53\|2.57\|2.48\|240629;2026-07-06\|2.54\|0.00\|2.58\|2.65\|2.52\|247411;2026-07-07\|2.46\|-3.15\|2.54\|2.55\|2.44\|209556;2026-07-08\|2.44\|-0.81\|2.47\|2.49\|2.40\|189691;2026-07-09\|2.48\|1.64\|2.49\|2.53\|2.42\|269888;2026-07-10\|2.53\|2.02\|2.45\|2.58\|2.40\|307301;2026-07-13\|2.45\|-3.16\|2.58\|2.59\|2.43\|285691;2026-07-14\|2.70\|10.20\|2.61\|2.70\|2.61\|273119;2026-07-15\|2.97\|10.00\|2.75\|2.97\|2.68\|928520;2026-07-16\|2.84\|-4.38\|3.06\|3.20\|2.79\|1392848;2026-07-17\|2.82\|-0.70\|2.82\|2.97\|2.70\|1063420;2026-07-20\|2.92\|3.55\|2.76\|2.98\|2.74\|1173020;2026-07-21\|2.69\|-7.88\|2.78\|2.79\|2.63\|921156;2026-07-22\|2.79\|3.72\|2.70\|2.84\|2.65\|773454;2026-07-23\|3.07\|10.04\|2.74\|3.07\|2.73\|1021466;2026-07-24\|3.02\|-1.63\|3.19\|3.31\|2.98\|1537940;2026-07-27\|3.02\|0.00\|2.80\|3.05\|2.80\|985953;2026-07-28\|3.14\|3.97\|3.02\|3.21\|2.99\|959285;2026-07-29\|3.45\|9.87\|3.13\|3.45\|3.09\|1026704;2026-07-30\|3.32\|-3.77\|3.45\|3.46\|3.28\|1303360;2026-07-31\|3.30\|-0.60\|3.16\|3.33\|3.16\|809978;2026-08-03\|3.41\|3.33\|3.24\|3.42\|3.20\|715126;2026-08-04\|3.48\|2.05\|3.40\|3.51\|3.35\|797906;2026-08-05\|3.48\|0.00\|3.46\|3.51\|3.37\|714400;2026-08-06\|3.46\|-0.57\|3.45\|3.57\|3.38\|587544;2026-08-07\|3.44\|-0.58\|3.43\|3.48\|3.37\|449564;2026-08-10\|3.57\|3.78\|3.45\|3.60\|3.43\|633505;2026-08-11\|3.48\|-2.52\|3.61\|3.67\|3.46\|553650;2026-08-12\|3.50\|0.57\|3.48\|3.54\|3.44\|351385;2026-08-13\|3.54\|1.14\|3.50\|3.58\|3.44\|415451;2026-08-14\|3.47\|-1.98\|3.54\|3.54\|3.40\|308842;2026-08-17\|3.52\|1.44\|3.48\|3.55\|3.44\|291000;2026-08-18\|3.56\|1.14\|3.54\|3.59\|3.51\|370264;2026-08-19\|3.38\|-5.06\|3.51\|3.60\|3.37\|416869;2026-08-20\|3.52\|4.14\|3.44\|3.59\|3.39\|532477;2026-08-21\|3.53\|0.28\|3.52\|3.56\|3.41\|440497;2026-08-24\|3.58\|1.42\|3.55\|3.60\|3.45\|524332;2026-08-25\|3.72\|3.91\|3.79\|3.94\|3.69\|1437751;2026-08-26\|3.65\|-1.88\|3.56\|3.70\|3.48\|1146018;2026-08-27\|3.63\|-0.55\|3.60\|3.70\|3.60\|655323;2026-08-28\|3.81\|4.96\|3.65\|3.83\|3.58\|725366;2026-08-31\|3.92\|2.89\|3.85\|3.98\|3.69\|1236765;2026-09-01\|4.11\|4.85\|3.90\|4.31\|3.86\|1417436;2026-09-02\|3.87\|-5.84\|4.29\|4.31\|3.76\|1226008;2026-09-03\|3.70\|-4.39\|3.88\|3.95\|3.67\|926750;2026-09-04\|3.66\|-1.08\|3.70\|3.85\|3.63\|691904;2026-09-07\|3.59\|-1.91\|3.67\|3.69\|3.57\|577611;2026-09-08\|3.82\|6.41\|3.52\|3.82\|3.52\|762770;2026-09-09\|3.85\|0.79\|3.79\|3.93\|3.74\|653574;2026-09-10\|3.82\|-0.78\|4.16\|4.24\|3.77\|1567741;2026-09-11\|3.54\|-7.33\|3.79\|3.85\|3.49\|1060888;2026-09-14\|3.51\|-0.85\|3.51\|3.61\|3.39\|553555;2026-09-15\|3.38\|-3.70\|3.47\|3.48\|3.36\|399717;2026-09-16\|3.48\|2.96\|3.43\|3.57\|3.38\|482597;2026-09-17\|3.41\|-2.01\|3.38\|3.45\|3.35\|394655;2026-09-18\|3.38\|-0.88\|3.40\|3.44\|3.35\|313650;2026-09-21\|3.40\|0.59\|3.37\|3.43\|3.34\|318720;2026-09-22\|3.42\|0.59\|3.37\|3.44\|3.31\|417105;2026-09-23\|3.30\|-3.51\|3.39\|3.40\|3.28\|364063;2026-09-24\|3.28\|-0.61\|3.33\|3.34\|3.26\|214563;2026-09-28\|3.23\|-1.52\|3.27\|3.28\|3.20\|240742;2026-09-29\|3.21\|-0.62\|3.23\|3.25\|3.20\|194735;2026-09-30\|3.23\|0.62\|3.24\|3.26\|3.21\|187214;2026-10-08\|3.29\|1.86\|3.26\|3.35\|3.24\|287332;2026-10-09\|3.33\|1.22\|3.29\|3.34\|3.19\|363470;2026-10-12\|3.15\|-5.41\|3.32\|3.34\|3.15\|336239;2026-10-13\|3.22\|2.22\|3.13\|3.24\|3.07\|298779;2026-10-14\|3.17\|-1.55\|3.22\|3.26\|3.16\|211874;2026-10-15\|3.07\|-3.15\|3.11\|3.14\|3.03\|261326;2026-10-16\|3.07\|0.00\|3.08\|3.13\|3.04\|206322;2026-10-19\|2.94\|-4.23\|3.05\|3.06\|2.87\|341239;2026-10-20\|2.96\|0.68\|2.94\|2.98\|2.92\|210973;2026-10-21\|2.96\|0.00\|2.97\|3.01\|2.94\|174693;2026-10-22\|2.86\|-3.38\|2.95\|2.98\|2.84\|196593;2026-10-23\|2.85\|-0.35\|2.82\|2.86\|2.67\|247038;2026-10-26\|2.87\|0.70\|2.87\|2.88\|2.80\|197948;2026-10-27\|2.81\|-2.09\|2.87\|2.89\|2.80\|137019;2026-10-28\|2.88\|2.49\|2.82\|2.90\|2.78\|216442;2026-10-29\|2.82\|-2.08\|2.85\|2.90\|2.81\|203356;2026-10-30\|2.76\|-2.13\|2.80\|2.90\|2.74\|269225;2026-11-02\|2.77\|0.36\|2.75\|2.78\|2.60\|302218;2026-11-03\|2.80\|1.08\|2.74\|2.87\|2.73\|230090;2026-11-04\|2.82\|0.71\|2.81\|2.85\|2.75\|212637;2026-11-05\|2.84\|0.71\|2.85\|2.88\|2.77\|236453;2026-11-06\|2.81\|-1.06\|2.80\|2.84\|2.76\|164321;2026-11-09\|2.80\|-0.36\|2.79\|2.86\|2.78\|149642;2026-11-10\|2.81\|0.36\|2.81\|2.83\|2.78\|130758;2026-11-11\|2.88\|2.49\|2.81\|2.88\|2.79\|255744;2026-11-12\|2.87\|-0.35\|2.88\|2.94\|2.84\|240170
120470	中报业绩密集披露	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	1、公司预计上半年净利润1.25亿元—1.35亿元，同比扭亏，报告期内，公司传统专业视听业务新签合同下滑，专业芯片和人工智能等新业务尚未放量，营业收入同比下降9%左右。报告期末，公司持有沐曦股份股票数量为85.43万股，该笔投资对净利润影响额为1.58亿元； 2、公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.55\|-2.79\|84.28\|84.70\|81.43\|49311;2026-09-14\|86.30\|3.29\|83.60\|88.88\|82.53\|53246;2026-09-15\|84.90\|-1.62\|85.86\|87.50\|84.62\|28515;2026-09-16\|85.95\|1.24\|84.80\|86.50\|83.58\|29925;2026-09-17\|85.58\|-0.43\|85.76\|88.38\|85.28\|30866;2026-09-18\|86.88\|1.52\|86.20\|87.25\|85.01\|35187;2026-09-21\|86.13\|-0.86\|87.51\|88.30\|85.57\|32784;2026-09-22\|85.56\|-0.66\|86.92\|88.50\|85.20\|39658;2026-09-23\|84.99\|-0.67\|85.85\|86.00\|84.24\|27868;2026-09-24\|82.68\|-2.72\|84.03\|84.86\|82.67\|27969;2026-09-28\|78.60\|-4.93\|82.34\|82.47\|77.00\|51506;2026-09-29\|77.59\|-1.28\|78.60\|80.36\|77.55\|31825;2026-09-30\|77.46\|-0.17\|78.29\|78.78\|76.79\|30256;2026-10-08\|73.86\|-4.65\|77.20\|77.86\|73.36\|44136;2026-10-09\|72.80\|-1.44\|73.70\|73.86\|68.00\|74882;2026-10-12\|71.42\|-1.90\|72.58\|72.97\|71.00\|36532;2026-10-13\|71.78\|0.50\|71.38\|72.99\|69.20\|42681;2026-10-14\|70.97\|-1.13\|71.19\|73.60\|70.10\|40331;2026-10-15\|66.67\|-6.06\|68.55\|69.88\|66.00\|51095;2026-10-16\|64.46\|-3.31\|67.85\|67.99\|64.00\|57176;2026-10-19\|64.87\|0.64\|64.00\|65.13\|60.33\|92980;2026-10-20\|66.40\|2.36\|67.00\|69.79\|65.61\|88868;2026-10-21\|66.05\|-0.53\|66.00\|67.58\|65.23\|74715;2026-10-22\|64.66\|-2.10\|66.66\|71.99\|64.00\|93416;2026-10-23\|67.00\|3.62\|63.00\|67.27\|60.22\|89814;2026-10-26\|63.76\|-4.84\|66.39\|66.39\|63.50\|53963;2026-10-27\|60.01\|-5.88\|63.81\|64.85\|60.01\|48328;2026-10-28\|65.02\|8.35\|61.00\|65.50\|60.15\|83328;2026-10-29\|58.52\|-10.00\|61.65\|63.18\|58.52\|105283;2026-10-30\|54.46\|-6.94\|56.00\|59.05\|54.40\|93041;2026-11-02\|56.30\|3.38\|54.50\|56.88\|52.85\|81340;2026-11-03\|55.59\|-1.26\|56.12\|58.92\|54.88\|83859;2026-11-04\|57.55\|3.53\|56.01\|57.69\|52.80\|90543;2026-11-05\|59.60\|3.56\|56.71\|60.87\|56.51\|77074;2026-11-06\|56.80\|-4.70\|56.79\|58.09\|55.68\|58561;2026-11-09\|57.03\|0.40\|57.11\|58.45\|56.94\|42944;2026-11-10\|58.26\|2.16\|59.20\|59.22\|58.00\|47111;2026-11-11\|59.81\|2.66\|58.07\|60.23\|57.95\|48666;2026-11-12\|57.42\|-4.00\|60.20\|60.87\|57.27\|59249
120469	中报业绩密集披露	中报预增+电踏车电机+力矩传感器 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润9300万元至1.2亿元，同比增长188.88%至272.75%，主因海外终端市场去库存进入尾声，订单及生产恢复正常，同时公司积极开拓新市场、新客户，销量增加。 2、据2025年年报，公司主要从事电踏车电机及配套电气系统的研发、生产、销售和技术服务，产品主要应用于电踏车，主要消费地以欧洲、美国、日本为主。 3、据2025年年报，公司是全球少数掌握力矩传感器核心技术的企业之一，产品技术指标达到国际先进水平。	公司主要从事电踏车电机及配套电气系统，上半年净利润同比预增188.88%—272.75%，本期业绩预增的主要原因：随着海外终端市场去库存进入尾声，公司订单及生产逐渐恢复正常。公司积极开拓新市场、新客户，销量有所增加，业绩相应提升	2026-07-03\|29.19\|3.14\|28.30\|29.67\|28.30\|32433;2026-07-06\|28.12\|-3.67\|29.59\|29.69\|28.08\|29558;2026-07-07\|27.21\|-3.24\|28.30\|28.39\|27.15\|26353;2026-07-08\|26.22\|-3.64\|27.13\|27.36\|26.10\|21941;2026-07-09\|25.76\|-1.75\|25.60\|26.97\|25.11\|27429;2026-07-10\|25.49\|-1.05\|25.83\|26.19\|25.48\|23398;2026-07-13\|24.04\|-5.69\|25.12\|25.45\|23.99\|27002;2026-07-14\|26.44\|9.98\|25.90\|26.44\|25.30\|11864;2026-07-15\|26.07\|-1.40\|27.76\|27.76\|25.89\|60756;2026-07-16\|26.94\|3.34\|26.32\|27.77\|26.32\|66701;2026-07-17\|25.48\|-5.42\|26.86\|27.29\|25.30\|48954;2026-07-20\|24.29\|-4.67\|25.42\|25.60\|23.93\|45647;2026-07-21\|24.34\|0.21\|24.33\|24.62\|22.91\|40629;2026-07-22\|23.61\|-3.00\|24.25\|24.40\|23.49\|27046;2026-07-23\|24.42\|3.43\|23.72\|24.48\|23.51\|28974;2026-07-24\|24.04\|-1.56\|24.28\|24.52\|23.76\|20182;2026-07-27\|24.71\|2.79\|23.89\|24.79\|23.71\|19388;2026-07-28\|24.81\|0.40\|24.51\|25.07\|24.42\|19398;2026-07-29\|25.18\|1.49\|24.71\|25.33\|24.67\|20095;2026-07-30\|25.11\|-0.28\|25.00\|25.49\|24.90\|20427;2026-07-31\|25.58\|1.87\|25.16\|25.72\|25.10\|23416;2026-08-03\|26.69\|4.34\|25.84\|26.71\|25.68\|32660;2026-08-04\|26.23\|-1.72\|26.70\|26.88\|26.10\|34347;2026-08-05\|26.66\|1.64\|26.23\|26.68\|26.00\|22989;2026-08-06\|26.71\|0.19\|26.58\|27.30\|26.33\|22204;2026-08-07\|26.84\|0.49\|26.60\|27.08\|26.25\|19827;2026-08-10\|27.26\|1.56\|26.91\|27.40\|26.69\|18280;2026-08-11\|27.64\|1.39\|27.41\|28.00\|27.00\|25453;2026-08-12\|27.99\|1.27\|27.64\|28.00\|27.41\|17693;2026-08-13\|27.98\|-0.04\|27.99\|28.38\|27.88\|26246;2026-08-14\|27.95\|-0.11\|28.10\|28.70\|27.70\|19987;2026-08-17\|28.12\|0.61\|28.02\|28.50\|27.77\|19286;2026-08-18\|28.11\|-0.04\|28.17\|28.41\|27.75\|17977;2026-08-19\|26.69\|-5.05\|27.85\|27.85\|26.68\|21601;2026-08-20\|27.29\|2.25\|26.97\|27.57\|26.80\|19740;2026-08-21\|27.66\|1.36\|27.09\|27.74\|26.75\|15757;2026-08-24\|28.01\|1.27\|27.48\|28.08\|27.48\|17778;2026-08-25\|28.28\|0.96\|27.99\|28.35\|27.55\|20840;2026-08-26\|28.25\|-0.11\|28.28\|28.93\|27.96\|19975;2026-08-27\|28.10\|-0.53\|28.01\|28.34\|27.66\|20465;2026-08-28\|27.66\|-1.57\|27.90\|28.08\|26.85\|30307;2026-08-31\|27.97\|1.12\|27.60\|28.29\|27.13\|23980;2026-09-01\|28.63\|2.36\|27.91\|28.94\|27.59\|37395;2026-09-02\|28.01\|-2.17\|28.54\|28.85\|28.01\|20288;2026-09-03\|28.07\|0.21\|28.01\|28.47\|27.70\|23273;2026-09-04\|28.14\|0.25\|28.32\|28.77\|27.92\|21882;2026-09-07\|27.90\|-0.85\|28.14\|28.22\|27.60\|16636;2026-09-08\|27.55\|-1.25\|28.30\|28.35\|27.26\|24300;2026-09-09\|27.84\|1.05\|27.53\|28.28\|27.36\|26035;2026-09-10\|27.30\|-1.94\|27.84\|27.84\|27.30\|13444;2026-09-11\|26.81\|-1.79\|27.06\|27.25\|26.52\|15060;2026-09-14\|28.76\|7.27\|26.66\|28.94\|26.62\|40622;2026-09-15\|27.92\|-2.92\|28.62\|28.88\|27.84\|24621;2026-09-16\|28.28\|1.29\|27.92\|28.58\|27.49\|21030;2026-09-17\|28.84\|1.98\|28.24\|29.08\|28.06\|30328;2026-09-18\|28.94\|0.35\|28.85\|29.29\|28.75\|24681;2026-09-21\|29.49\|1.90\|28.80\|29.68\|28.70\|23876;2026-09-22\|29.42\|-0.24\|29.46\|29.86\|29.18\|22207;2026-09-23\|29.46\|0.14\|29.54\|29.77\|29.18\|15749;2026-09-24\|29.63\|0.58\|29.49\|29.94\|29.23\|20384;2026-09-28\|29.35\|-0.94\|29.49\|29.65\|29.06\|19785;2026-09-29\|28.99\|-1.23\|29.31\|29.40\|28.71\|22965;2026-09-30\|28.48\|-1.76\|28.94\|29.40\|28.41\|16809;2026-10-08\|27.80\|-2.39\|28.48\|28.64\|27.51\|20838;2026-10-09\|27.90\|0.36\|27.63\|27.97\|27.02\|20652;2026-10-12\|27.58\|-1.15\|27.88\|27.99\|27.30\|14192;2026-10-13\|27.55\|-0.11\|27.58\|27.62\|26.40\|21528;2026-10-14\|26.67\|-3.19\|27.63\|27.64\|26.54\|16151;2026-10-15\|25.82\|-3.19\|26.15\|26.39\|25.66\|18377;2026-10-16\|26.59\|2.98\|26.10\|26.88\|25.94\|17646;2026-10-19\|27.88\|4.85\|26.37\|28.09\|26.28\|25796;2026-10-20\|27.44\|-1.58\|27.95\|28.11\|27.18\|22945;2026-10-21\|26.96\|-1.75\|27.70\|27.76\|26.86\|13739;2026-10-22\|27.50\|2.00\|27.20\|28.17\|26.98\|30669;2026-10-23\|27.91\|1.49\|27.09\|27.98\|25.71\|38453;2026-10-26\|27.36\|-1.97\|27.55\|28.20\|27.05\|23157;2026-10-27\|29.90\|9.28\|27.70\|30.10\|27.40\|91899;2026-10-28\|28.80\|-3.68\|28.50\|29.66\|28.40\|95474;2026-10-29\|26.63\|-7.53\|28.75\|28.76\|26.58\|64254;2026-10-30\|25.66\|-3.64\|26.37\|26.99\|25.66\|44373;2026-11-02\|25.61\|-0.19\|25.67\|25.97\|24.30\|43454;2026-11-03\|24.90\|-2.77\|25.29\|25.77\|24.81\|30263;2026-11-04\|25.87\|3.90\|25.10\|25.95\|24.45\|40041;2026-11-05\|26.55\|2.63\|25.74\|26.66\|25.52\|29884;2026-11-06\|25.75\|-3.01\|25.76\|26.33\|25.68\|22497;2026-11-09\|25.64\|-0.43\|26.21\|26.78\|25.47\|23202;2026-11-10\|26.05\|1.60\|25.88\|26.38\|25.86\|22251;2026-11-11\|26.40\|1.34\|26.05\|26.62\|25.84\|23875;2026-11-12\|25.62\|-2.95\|26.37\|26.41\|25.58\|25136
120468	中报业绩密集披露	光纤光缆+分红送转+解除质押行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年4月21日年报及2026年6月5日互动易，公司主营光通信及无线通信网络建设产品，2025年光缆类收入占营收比例达55.73%，产品覆盖ODN全系列及光纤、光缆、光器件。 2、据2026年6月16日公告，公司2025年年度权益分派方案为每股派发现金红利0.015元含税，以资本公积金向全体股东每股转增0.3股，股权登记日为2026年6月22日。 3、据2026年6月16日公告，控股股东、实际控制人胥爱民先生近日办理了400万股股份解除质押登记，累计质押股份占其持股总数27.91%。	1、公司预计上半年预盈1600万-2100万元，同比扭亏为盈，本次业绩变动主要受益于通信行业光纤光缆市场价格持续走高，公司产品毛利有所提升； 2、信息通信网络基础设施解决方案提供商；公司主要产品覆盖了从局端OLT到用户端ONU的全系列ODN及无线通信网络建设产品，包括ODN物理连接及保护设备、光无源器件、光缆等光通信产品及微波无源器件、POI多路接入等无线通信网络建设产品	2026-07-03\|13.27\|-1.04\|13.28\|13.55\|13.23\|99091;2026-07-06\|12.81\|-3.47\|13.12\|13.37\|12.50\|118952;2026-07-07\|12.04\|-6.01\|12.60\|12.79\|11.95\|106509;2026-07-08\|12.03\|-0.08\|12.07\|12.76\|11.98\|122357;2026-07-09\|12.23\|1.66\|12.04\|12.27\|11.42\|122484;2026-07-10\|12.22\|-0.08\|12.23\|12.57\|12.11\|121677;2026-07-13\|11.19\|-8.43\|12.00\|12.18\|11.08\|98439;2026-07-14\|12.31\|10.01\|11.75\|12.31\|11.75\|61527;2026-07-15\|11.92\|-3.17\|13.01\|13.03\|11.89\|251941;2026-07-16\|11.76\|-1.34\|11.83\|12.23\|11.43\|171804;2026-07-17\|10.98\|-6.63\|11.82\|12.02\|10.90\|148217;2026-07-20\|10.63\|-3.19\|11.30\|11.57\|10.49\|137031;2026-07-21\|10.92\|2.73\|10.84\|10.94\|9.58\|174577;2026-07-22\|10.74\|-1.65\|10.82\|11.20\|10.71\|114891;2026-07-23\|11.19\|4.19\|10.73\|11.25\|10.61\|109468;2026-07-24\|10.83\|-3.22\|11.03\|11.09\|10.78\|68035;2026-07-27\|11.22\|3.60\|10.90\|11.23\|10.80\|73228;2026-07-28\|11.31\|0.80\|11.17\|11.49\|11.00\|82898;2026-07-29\|11.46\|1.33\|11.21\|11.50\|10.95\|93479;2026-07-30\|10.93\|-4.62\|11.30\|11.49\|10.91\|96265;2026-07-31\|11.36\|3.93\|11.30\|11.61\|11.21\|111996;2026-08-03\|11.81\|3.96\|11.34\|11.84\|11.34\|103543;2026-08-04\|12.42\|5.17\|11.99\|12.49\|11.99\|131521;2026-08-05\|12.58\|1.29\|12.30\|12.66\|12.29\|120184;2026-08-06\|13.00\|3.34\|12.53\|13.35\|12.36\|135807;2026-08-07\|13.10\|0.77\|13.06\|13.20\|12.80\|116312;2026-08-10\|13.17\|0.53\|13.20\|13.20\|12.84\|79997;2026-08-11\|13.16\|-0.08\|13.13\|13.36\|12.98\|58403;2026-08-12\|13.55\|2.96\|13.27\|13.60\|13.11\|67614;2026-08-13\|13.36\|-1.40\|13.63\|13.96\|13.36\|71743;2026-08-14\|13.60\|1.80\|13.43\|13.66\|13.32\|70851;2026-08-17\|14.36\|5.59\|13.65\|14.43\|13.47\|98213;2026-08-18\|13.95\|-2.86\|14.31\|14.39\|13.74\|77414;2026-08-19\|13.20\|-5.38\|13.67\|13.88\|13.11\|79198;2026-08-20\|13.74\|4.09\|13.36\|13.92\|13.18\|93667;2026-08-21\|13.82\|0.58\|13.66\|13.98\|13.50\|87015;2026-08-24\|13.70\|-0.87\|13.96\|13.96\|13.30\|97074;2026-08-25\|13.91\|1.53\|13.45\|14.08\|13.38\|72826;2026-08-26\|13.77\|-1.01\|13.98\|14.02\|13.64\|58152;2026-08-27\|14.45\|4.94\|13.78\|14.50\|13.78\|102505;2026-08-28\|14.06\|-2.70\|14.20\|14.45\|14.05\|78593;2026-08-31\|14.26\|1.42\|13.82\|14.32\|13.76\|65456;2026-09-01\|14.33\|0.49\|14.40\|14.49\|14.10\|63555;2026-09-02\|14.45\|0.84\|14.27\|14.60\|14.06\|80936;2026-09-03\|14.34\|-0.76\|14.55\|15.11\|14.20\|91545;2026-09-04\|14.03\|-2.16\|14.43\|14.49\|13.91\|70552;2026-09-07\|15.43\|9.98\|14.04\|15.43\|14.03\|111509;2026-09-08\|16.97\|9.98\|16.97\|16.97\|16.97\|66347;2026-09-09\|18.67\|10.02\|18.67\|18.67\|18.67\|45690;2026-09-10\|16.80\|-10.02\|18.49\|18.59\|16.80\|572868;2026-09-11\|16.57\|-1.37\|15.31\|18.10\|15.14\|738686;2026-09-14\|16.17\|-2.41\|15.91\|16.85\|15.56\|481792;2026-09-15\|15.60\|-3.52\|15.70\|16.29\|15.53\|310638;2026-09-16\|17.16\|10.00\|15.54\|17.16\|15.53\|202961;2026-09-17\|17.69\|3.09\|17.58\|18.55\|16.75\|706344;2026-09-18\|17.30\|-2.20\|17.69\|17.91\|17.25\|472081;2026-09-21\|19.03\|10.00\|17.25\|19.03\|17.19\|379082;2026-09-22\|17.70\|-6.99\|18.86\|18.86\|17.63\|644620;2026-09-23\|17.03\|-3.79\|17.44\|17.60\|16.80\|390408;2026-09-24\|18.73\|9.98\|16.96\|18.73\|16.96\|577536;2026-09-28\|16.86\|-9.98\|17.82\|17.99\|16.86\|188679;2026-09-29\|16.55\|-1.84\|15.59\|17.28\|15.27\|531466;2026-09-30\|16.66\|0.66\|16.95\|17.78\|16.61\|399088;2026-10-08\|16.05\|-3.66\|16.79\|16.97\|15.91\|275282;2026-10-09\|15.58\|-2.93\|15.87\|15.87\|14.56\|275543;2026-10-12\|14.65\|-5.97\|15.43\|15.57\|14.62\|203676;2026-10-13\|16.12\|10.03\|14.35\|16.12\|13.92\|270969;2026-10-14\|15.41\|-4.40\|15.87\|16.20\|15.41\|255411;2026-10-15\|14.72\|-4.48\|14.70\|15.50\|14.65\|174615;2026-10-16\|14.65\|-0.48\|15.24\|15.44\|14.49\|193940;2026-10-19\|14.84\|1.30\|14.65\|15.49\|14.03\|261601;2026-10-20\|15.00\|1.08\|14.85\|15.30\|14.35\|206617;2026-10-21\|14.90\|-0.67\|15.14\|15.27\|14.74\|154745;2026-10-22\|14.01\|-5.97\|14.90\|14.99\|13.97\|169312;2026-10-23\|13.83\|-1.28\|13.70\|13.95\|12.67\|225049;2026-10-26\|13.08\|-5.42\|13.66\|13.67\|13.02\|146235;2026-10-27\|12.71\|-2.83\|13.34\|13.42\|12.70\|119542;2026-10-28\|12.74\|0.24\|12.96\|13.02\|12.38\|137976;2026-10-29\|11.90\|-6.59\|12.63\|12.70\|11.88\|146234;2026-10-30\|11.56\|-2.86\|11.67\|12.63\|11.20\|199811;2026-11-02\|12.11\|4.76\|11.71\|12.26\|11.37\|210635;2026-11-03\|11.61\|-4.13\|11.89\|12.24\|11.52\|137691;2026-11-04\|11.93\|2.76\|11.69\|12.00\|11.05\|193290;2026-11-05\|12.10\|1.43\|11.70\|12.20\|11.65\|168713;2026-11-06\|11.71\|-3.22\|11.50\|11.97\|11.41\|132353;2026-11-09\|11.85\|1.20\|11.94\|12.14\|11.82\|117430;2026-11-10\|12.16\|2.62\|12.15\|12.25\|12.00\|106110;2026-11-11\|13.38\|10.03\|12.17\|13.38\|12.17\|119124;2026-11-12\|12.94\|-3.29\|14.38\|14.38\|12.86\|608674
120467	中报业绩密集披露	协议转让+热电联产+扣非增长 1、据2026年7月14日公告，公司控股股东世茂投资于7月13日与佳远永立签署《股份转让协议》，拟以21.88元/股的价格协议转让3500万股占总股本21.88%，转让价款合计7.66亿元。 2、据2026年3月18日年报，公司是浙江余姚地区唯一的垃圾焚烧处理中心和区域性热电联产企业，日处理垃圾能力2000吨，总装机容量72兆瓦，主营固废处理与热电联产。 3、据2026年7月14日业绩预告，公司预计2026年半年度扣除非经常性损益的净利润为5800万元到6300万元，同比增长15.23%到25.16%，主要系垃圾处置收入增加及降本增效。	余姚地区唯一的生活垃圾焚烧处理中心；上半年扣非净利润预计同比增长15.23%-25.16%，报告期内，归属上市公司股东的净利润较上一报告期有较大幅度的下降，主要系证券投资公允价值变动损益影响及投资收益减少所致，扣除非经常性损益的净利润增加系垃圾处置收入的增加和精细化管理降本增效导致	2026-07-03\|24.00\|9.99\|21.88\|24.00\|21.69\|47771;2026-07-06\|22.93\|-4.46\|24.00\|24.70\|22.90\|38290;2026-07-07\|21.87\|-4.62\|23.23\|23.52\|21.87\|18896;2026-07-08\|21.03\|-3.84\|22.08\|22.39\|20.99\|13219;2026-07-09\|21.66\|3.00\|21.92\|21.92\|20.67\|16740;2026-07-10\|21.28\|-1.75\|21.72\|21.89\|21.28\|11603;2026-07-13\|20.03\|-5.87\|21.27\|21.27\|19.82\|14794;2026-07-14\|22.03\|9.98\|21.25\|22.03\|21.25\|8093;2026-07-15\|24.23\|9.99\|23.73\|24.23\|22.30\|20472;2026-07-16\|24.38\|0.62\|25.23\|26.30\|23.48\|81830;2026-07-17\|24.37\|-0.04\|23.82\|25.32\|23.82\|58236;2026-07-20\|23.45\|-3.78\|23.90\|24.28\|22.06\|56948;2026-07-21\|22.15\|-5.54\|22.71\|23.15\|21.11\|50532;2026-07-22\|24.37\|10.02\|22.14\|24.37\|22.08\|25046;2026-07-23\|26.10\|7.10\|25.82\|26.81\|24.75\|103430;2026-07-24\|27.20\|4.21\|24.69\|27.95\|24.69\|95602;2026-07-27\|27.70\|1.84\|25.28\|28.00\|25.28\|68507;2026-07-28\|27.50\|-0.72\|27.80\|28.60\|26.98\|54061;2026-07-29\|26.95\|-2.00\|26.77\|27.95\|26.50\|39041;2026-07-30\|27.07\|0.45\|27.49\|27.62\|26.50\|29975;2026-07-31\|26.90\|-0.63\|26.61\|27.58\|26.61\|22783;2026-08-03\|25.97\|-3.46\|27.01\|27.10\|25.77\|27482;2026-08-04\|26.33\|1.39\|25.99\|26.53\|25.88\|16201;2026-08-05\|26.18\|-0.57\|26.38\|26.54\|25.85\|17268;2026-08-06\|25.99\|-0.73\|26.30\|26.49\|25.78\|13414;2026-08-07\|26.06\|0.27\|26.00\|26.15\|25.26\|14611;2026-08-10\|25.94\|-0.46\|26.50\|26.98\|25.50\|31483;2026-08-11\|26.34\|1.54\|25.87\|27.40\|25.56\|35792;2026-08-12\|26.01\|-1.25\|26.22\|26.47\|25.49\|26745;2026-08-13\|25.23\|-3.00\|26.00\|26.15\|25.22\|22570;2026-08-14\|24.67\|-2.22\|25.36\|25.36\|24.34\|18146;2026-08-17\|24.79\|0.49\|24.54\|24.97\|24.31\|9777;2026-08-18\|25.21\|1.69\|24.72\|25.39\|24.56\|18187;2026-08-19\|24.65\|-2.22\|24.95\|25.10\|24.16\|12447;2026-08-20\|24.26\|-1.58\|25.04\|25.04\|24.22\|11247;2026-08-21\|24.36\|0.41\|24.26\|24.49\|23.88\|9310;2026-08-24\|24.10\|-1.07\|24.57\|24.60\|23.92\|7152;2026-08-25\|24.26\|0.66\|24.20\|24.38\|23.79\|5593;2026-08-26\|24.50\|0.99\|24.40\|24.61\|24.08\|6494;2026-08-27\|24.27\|-0.94\|24.35\|24.47\|24.15\|5968;2026-08-28\|24.48\|0.87\|24.29\|24.71\|24.12\|9176;2026-08-31\|24.49\|0.04\|24.26\|24.70\|23.86\|11922;2026-09-01\|24.57\|0.33\|24.41\|24.73\|24.16\|12702;2026-09-02\|24.02\|-2.24\|24.83\|24.83\|23.94\|12506;2026-09-03\|24.32\|1.25\|24.03\|24.73\|23.92\|11270;2026-09-04\|24.78\|1.89\|24.34\|25.47\|24.34\|19542;2026-09-07\|25.12\|1.37\|24.80\|25.28\|24.42\|12634;2026-09-08\|25.61\|1.95\|25.08\|25.79\|24.93\|14968;2026-09-09\|25.94\|1.29\|25.62\|26.31\|25.45\|15690;2026-09-10\|25.21\|-2.81\|25.90\|26.22\|25.15\|13486;2026-09-11\|24.61\|-2.38\|25.07\|25.14\|24.40\|12011;2026-09-14\|24.45\|-0.65\|24.80\|24.82\|24.11\|10533;2026-09-15\|23.85\|-2.45\|24.17\|24.70\|23.83\|10051;2026-09-16\|24.26\|1.72\|23.85\|24.37\|23.75\|10725;2026-09-17\|23.81\|-1.85\|24.12\|24.12\|23.46\|9137;2026-09-18\|24.25\|1.85\|23.81\|24.45\|23.81\|11093;2026-09-21\|23.83\|-1.73\|24.15\|24.53\|23.50\|16703;2026-09-22\|23.45\|-1.59\|23.90\|23.97\|23.24\|12114;2026-09-23\|24.70\|5.33\|23.40\|25.18\|23.25\|33025;2026-09-24\|24.26\|-1.78\|24.58\|24.67\|23.86\|14879;2026-09-28\|24.10\|-0.66\|24.50\|25.76\|24.06\|16865;2026-09-29\|23.89\|0.38\|23.32\|24.21\|23.32\|9567;2026-09-30\|23.75\|-0.59\|24.12\|24.57\|23.65\|12754;2026-10-08\|23.43\|-1.35\|23.70\|23.96\|23.26\|12402;2026-10-09\|23.15\|-1.20\|23.44\|23.68\|22.60\|10184;2026-10-12\|22.64\|-2.20\|23.29\|23.29\|22.56\|5955;2026-10-13\|22.23\|-1.81\|22.64\|22.64\|21.69\|11029;2026-10-14\|21.49\|-3.33\|22.23\|22.42\|21.44\|12933;2026-10-15\|20.75\|-3.44\|21.42\|21.42\|20.68\|12324;2026-10-16\|20.91\|0.77\|21.28\|21.36\|20.70\|9700;2026-10-19\|21.25\|1.63\|20.71\|21.45\|20.10\|12687;2026-10-20\|21.58\|1.55\|21.21\|21.89\|21.08\|10877;2026-10-21\|22.13\|2.55\|21.58\|22.16\|21.30\|10625;2026-10-22\|21.13\|-4.52\|22.13\|22.22\|20.93\|11304;2026-10-23\|21.45\|1.51\|20.94\|21.72\|20.02\|12388;2026-10-26\|21.36\|-0.42\|21.50\|21.76\|21.15\|9098;2026-10-27\|21.31\|-0.23\|21.42\|21.78\|21.25\|8644;2026-10-28\|22.04\|3.43\|21.52\|22.13\|21.31\|10813;2026-10-29\|21.72\|-1.45\|22.13\|22.76\|21.68\|11203;2026-10-30\|21.32\|-1.84\|20.90\|22.35\|20.86\|14258;2026-11-02\|21.35\|0.14\|21.06\|21.87\|20.71\|13095;2026-11-03\|20.89\|-2.15\|21.20\|21.49\|20.81\|10127;2026-11-04\|21.01\|0.57\|20.97\|21.11\|20.20\|9129;2026-11-05\|21.38\|1.76\|21.01\|21.38\|20.80\|10156;2026-11-06\|21.76\|1.78\|20.96\|22.66\|20.85\|20624;2026-11-09\|21.31\|-2.07\|21.86\|22.46\|21.26\|14463;2026-11-10\|21.68\|1.74\|21.42\|21.75\|21.25\|8249;2026-11-11\|21.93\|1.15\|21.68\|22.50\|21.68\|14545;2026-11-12\|21.78\|-0.68\|21.82\|22.46\|21.75\|12351
120466	中报业绩密集披露	中报预增+醋酸+国企改革行业原因：受美伊冲突持续升级影响，国际油价飙升，直接带动了煤化工板块的替代能源及成本支撑逻辑。公司原因： 1、据2026年7月14日公告，公司预计2026年半年度实现净利润2.20亿元至2.50亿元，同比增长115.96%到145.41%，主要原因是主要产品价格同比上升。 2、据2025年年度报告，公司具备年产120万吨醋酸、25万吨醋酸乙酯的生产能力，总体醋酸规模位居行业前列，拥有完整的以煤炭为源头的醋酸上下游产业链。 3、据2025年年度报告及2026年6月27日公告，公司最终控制人为镇江市人民政府国有资产监督管理委员会，其向特定对象发行股票事项已获镇江市国资委批复。	公司是拥有完整产业链的醋酸龙头企业，拥有硫酸产能30万吨/年；上半年净利同比预增115.96%—145.41%，报告期内，公司主要产品价格同比上升	2026-07-03\|5.44\|-0.55\|5.56\|5.56\|5.34\|95027;2026-07-06\|5.48\|0.74\|5.51\|5.59\|5.36\|112185;2026-07-07\|5.34\|-2.55\|5.50\|5.50\|5.24\|101282;2026-07-08\|5.28\|-1.12\|5.36\|5.47\|5.25\|93905;2026-07-09\|5.18\|-1.89\|5.33\|5.34\|5.13\|110486;2026-07-10\|5.27\|1.74\|5.18\|5.36\|5.06\|131324;2026-07-13\|5.22\|-0.95\|5.32\|5.32\|5.18\|148192;2026-07-14\|5.74\|9.96\|5.72\|5.74\|5.71\|57117;2026-07-15\|6.31\|9.93\|6.00\|6.31\|5.81\|458379;2026-07-16\|6.12\|-3.01\|6.23\|6.43\|5.92\|490510;2026-07-17\|6.04\|-1.31\|6.12\|6.40\|6.00\|396254;2026-07-20\|6.64\|9.93\|6.06\|6.64\|6.01\|463985;2026-07-21\|6.54\|-1.51\|6.70\|6.83\|6.27\|538979;2026-07-22\|6.45\|-1.38\|6.32\|6.51\|6.19\|406679;2026-07-23\|6.48\|0.47\|6.34\|6.59\|6.15\|445672;2026-07-24\|6.02\|-7.10\|6.36\|6.54\|5.97\|374476;2026-07-27\|6.20\|2.99\|5.88\|6.26\|5.80\|290728;2026-07-28\|6.24\|0.65\|6.16\|6.26\|6.11\|188623;2026-07-29\|6.51\|4.33\|6.21\|6.64\|6.21\|354117;2026-07-30\|6.60\|1.38\|6.52\|6.70\|6.43\|312293;2026-07-31\|6.56\|-0.61\|6.30\|6.58\|6.30\|224861;2026-08-03\|6.70\|2.13\|6.52\|6.75\|6.49\|206879;2026-08-04\|6.66\|-0.60\|6.62\|6.73\|6.60\|164731;2026-08-05\|6.61\|-0.75\|6.66\|6.72\|6.53\|180388;2026-08-06\|6.60\|-0.15\|6.62\|6.66\|6.47\|171429;2026-08-07\|6.70\|1.52\|6.61\|6.72\|6.52\|201922;2026-08-10\|6.99\|4.33\|6.70\|7.00\|6.66\|261552;2026-08-11\|6.79\|-2.86\|6.93\|7.03\|6.76\|178234;2026-08-12\|6.72\|-1.03\|6.74\|6.80\|6.60\|126491;2026-08-13\|6.54\|-2.68\|6.70\|6.72\|6.54\|137943;2026-08-14\|6.46\|-1.22\|6.54\|6.57\|6.42\|117512;2026-08-17\|6.62\|2.48\|6.46\|6.64\|6.39\|123376;2026-08-18\|6.77\|2.27\|6.62\|6.85\|6.60\|147514;2026-08-19\|6.57\|-2.38\|6.68\|6.78\|6.53\|121175;2026-08-20\|6.57\|0.00\|6.58\|6.72\|6.49\|92116;2026-08-21\|6.59\|0.30\|6.51\|6.60\|6.45\|89144;2026-08-24\|6.67\|1.21\|6.61\|6.68\|6.52\|129624;2026-08-25\|6.74\|1.05\|6.69\|6.81\|6.63\|149097;2026-08-26\|6.86\|1.78\|6.63\|6.96\|6.63\|178668;2026-08-27\|6.88\|0.29\|6.86\|6.94\|6.80\|176987;2026-08-28\|7.15\|3.92\|6.89\|7.20\|6.87\|207199;2026-08-31\|7.24\|1.26\|7.12\|7.24\|6.92\|230746;2026-09-01\|7.43\|2.62\|7.31\|7.50\|7.22\|254196;2026-09-02\|7.33\|-1.35\|7.42\|7.64\|7.28\|315973;2026-09-03\|7.27\|-0.82\|7.40\|7.58\|7.24\|212963;2026-09-04\|7.15\|-1.65\|7.25\|7.35\|7.11\|187452;2026-09-07\|7.18\|0.42\|7.16\|7.22\|7.05\|117985;2026-09-08\|7.45\|3.76\|7.18\|7.48\|7.16\|158436;2026-09-09\|7.39\|-0.81\|7.37\|7.53\|7.35\|114931;2026-09-10\|7.39\|0.00\|7.41\|7.50\|7.34\|97189;2026-09-11\|7.11\|-3.79\|7.38\|7.41\|7.03\|107881;2026-09-14\|7.06\|-0.70\|7.10\|7.20\|6.98\|71565;2026-09-15\|6.92\|-1.98\|7.06\|7.08\|6.88\|103218;2026-09-16\|6.87\|-0.72\|6.89\|6.94\|6.83\|88234;2026-09-17\|6.85\|-0.29\|6.80\|6.87\|6.59\|133796;2026-09-18\|7.27\|6.13\|6.98\|7.47\|6.81\|250375;2026-09-21\|7.21\|-0.83\|7.11\|7.32\|7.09\|162737;2026-09-22\|7.18\|-0.42\|7.21\|7.24\|7.00\|110791;2026-09-23\|6.87\|-4.32\|7.12\|7.12\|6.87\|136372;2026-09-24\|6.85\|-0.29\|6.82\|6.98\|6.80\|89503;2026-09-28\|6.81\|-0.58\|6.87\|6.96\|6.75\|124330;2026-09-29\|6.76\|-0.73\|6.80\|6.85\|6.71\|63913;2026-09-30\|6.88\|1.78\|6.77\|6.95\|6.76\|66485;2026-10-08\|7.18\|4.36\|6.88\|7.26\|6.88\|170132;2026-10-09\|7.56\|5.29\|7.39\|7.89\|7.35\|391915;2026-10-12\|7.16\|-5.29\|7.47\|7.64\|7.13\|272950;2026-10-13\|7.38\|3.07\|7.06\|7.75\|6.94\|384014;2026-10-14\|7.52\|1.90\|7.60\|7.95\|7.48\|441679;2026-10-15\|6.86\|-8.78\|7.34\|7.34\|6.83\|364800;2026-10-16\|6.90\|0.58\|6.91\|7.05\|6.80\|214676;2026-10-19\|6.58\|-4.64\|6.84\|6.89\|6.49\|197165;2026-10-20\|6.56\|-0.30\|6.48\|6.60\|6.43\|126708;2026-10-21\|6.49\|-1.07\|6.66\|6.81\|6.46\|132891;2026-10-22\|6.27\|-3.39\|6.47\|6.49\|6.23\|116587;2026-10-23\|6.35\|1.28\|6.20\|6.38\|6.08\|126396;2026-10-26\|6.45\|1.57\|6.38\|6.64\|6.26\|182945;2026-10-27\|6.22\|-3.57\|6.35\|6.40\|6.20\|178830;2026-10-28\|6.44\|3.54\|6.30\|6.46\|6.23\|129440;2026-10-29\|6.43\|-0.16\|6.44\|6.51\|6.37\|126790;2026-10-30\|6.16\|-4.20\|6.33\|6.37\|6.13\|140192;2026-11-02\|6.35\|3.08\|6.23\|6.37\|6.15\|152936;2026-11-03\|6.47\|1.89\|6.34\|6.52\|6.30\|105171;2026-11-04\|6.38\|-1.39\|6.48\|6.56\|6.25\|152333;2026-11-05\|6.54\|2.51\|6.39\|6.55\|6.32\|117197;2026-11-06\|6.40\|-2.14\|6.39\|6.48\|6.35\|88307;2026-11-09\|6.36\|-0.62\|6.45\|6.46\|6.33\|69236;2026-11-10\|6.31\|-0.79\|6.26\|6.51\|6.26\|96572;2026-11-11\|6.32\|0.16\|6.31\|6.37\|6.26\|71174;2026-11-12\|6.27\|-0.79\|6.33\|6.37\|6.25\|68283
120465	中报业绩密集披露		大型综合性铝加工企业；公司预计上半年净利润同比增长69.72%至81.04%，主要因电解铝市场销售价格同比大幅上涨，相关业务毛利显著提升，且借款规模缩减使财务利息支出大幅减少	2026-07-03\|15.07\|4.73\|14.68\|15.35\|14.56\|368844;2026-07-06\|15.17\|0.66\|15.05\|15.75\|14.90\|337480;2026-07-07\|14.49\|-4.48\|15.08\|15.14\|14.42\|270941;2026-07-08\|14.15\|-2.35\|14.53\|14.59\|14.11\|210230;2026-07-09\|14.15\|0.00\|14.17\|14.26\|13.61\|273289;2026-07-10\|14.45\|2.12\|14.16\|14.89\|13.98\|262435;2026-07-13\|15.90\|10.03\|15.10\|15.90\|14.88\|609377;2026-07-14\|17.49\|10.00\|15.77\|17.49\|15.10\|1106650;2026-07-15\|18.66\|6.69\|18.10\|18.86\|17.62\|1264422;2026-07-16\|18.54\|-0.64\|18.19\|19.21\|18.11\|918342;2026-07-17\|18.09\|-2.43\|18.37\|18.86\|17.90\|742204;2026-07-20\|18.80\|3.92\|18.17\|19.10\|17.27\|902687;2026-07-21\|18.04\|-4.04\|18.52\|18.64\|17.37\|803435;2026-07-22\|18.59\|3.05\|17.50\|19.31\|17.50\|739978;2026-07-23\|20.45\|10.01\|18.59\|20.45\|18.25\|743403;2026-07-24\|19.06\|-6.80\|20.20\|20.20\|18.80\|982001;2026-07-27\|19.51\|2.36\|18.72\|19.90\|18.56\|779023;2026-07-28\|19.34\|-0.87\|19.01\|19.95\|18.40\|765464;2026-07-29\|20.52\|6.10\|19.39\|20.98\|19.34\|842461;2026-07-30\|21.00\|2.34\|20.53\|22.13\|20.51\|852476;2026-07-31\|20.77\|-1.10\|19.99\|21.98\|19.99\|764270;2026-08-03\|18.69\|-10.01\|20.00\|20.19\|18.69\|733333;2026-08-04\|19.25\|3.00\|18.70\|19.26\|17.89\|992917;2026-08-05\|18.84\|-2.13\|18.72\|19.63\|18.11\|920605;2026-08-06\|18.86\|0.11\|19.15\|19.20\|18.51\|623259;2026-08-07\|19.76\|4.77\|18.75\|20.12\|18.73\|807450;2026-08-10\|19.76\|0.00\|19.90\|20.36\|19.31\|630810;2026-08-11\|19.40\|-1.82\|20.15\|21.23\|19.30\|887567;2026-08-12\|21.34\|10.00\|19.80\|21.34\|19.79\|712140;2026-08-13\|20.20\|-5.34\|20.90\|21.00\|19.77\|1145679;2026-08-14\|19.29\|-4.50\|19.50\|19.66\|19.00\|629404;2026-08-17\|19.64\|1.81\|19.30\|19.93\|19.02\|561417;2026-08-18\|19.20\|-2.24\|19.35\|19.69\|18.89\|495667;2026-08-19\|18.55\|-3.39\|18.68\|18.83\|18.46\|394914;2026-08-20\|17.60\|-5.12\|18.75\|19.01\|17.30\|730782;2026-08-21\|18.23\|3.58\|17.65\|18.47\|17.53\|501945;2026-08-24\|18.46\|1.26\|18.29\|18.62\|18.18\|406406;2026-08-25\|17.93\|-2.87\|18.34\|18.40\|17.82\|335632;2026-08-26\|18.41\|2.68\|17.98\|18.57\|17.93\|386044;2026-08-27\|18.70\|1.58\|18.30\|19.03\|18.22\|344868;2026-08-28\|18.50\|-1.07\|18.79\|18.87\|18.24\|376483;2026-08-31\|18.14\|-1.95\|18.24\|18.50\|17.82\|572558;2026-09-01\|18.70\|3.09\|18.26\|19.15\|18.26\|566188;2026-09-02\|18.28\|-2.25\|18.60\|18.93\|17.88\|442313;2026-09-03\|19.21\|5.09\|18.67\|19.70\|18.59\|657850;2026-09-04\|18.94\|-1.41\|19.33\|19.39\|18.76\|457492;2026-09-07\|18.61\|-1.74\|18.77\|18.84\|18.38\|326368;2026-09-08\|19.01\|2.15\|18.71\|19.23\|18.62\|401650;2026-09-09\|19.68\|3.52\|19.01\|19.86\|18.95\|559758;2026-09-10\|18.90\|-3.96\|19.63\|19.66\|18.82\|384238;2026-09-11\|18.16\|-3.92\|18.22\|18.52\|17.71\|445168;2026-09-14\|17.58\|-3.19\|17.92\|17.92\|17.41\|292451;2026-09-15\|17.27\|-1.76\|17.59\|17.65\|17.17\|211544;2026-09-16\|17.57\|1.74\|17.30\|17.60\|16.94\|238910;2026-09-17\|17.15\|-2.39\|17.31\|17.68\|17.02\|212423;2026-09-18\|17.63\|2.80\|17.50\|17.70\|17.30\|274772;2026-09-21\|16.98\|-3.69\|17.51\|17.58\|16.90\|389333;2026-09-22\|17.10\|0.71\|16.98\|17.23\|16.76\|233867;2026-09-23\|16.51\|-3.45\|17.06\|17.10\|16.45\|344087;2026-09-24\|16.11\|-2.42\|16.44\|16.56\|16.09\|213884;2026-09-28\|15.77\|-2.11\|15.90\|16.00\|15.67\|192440;2026-09-29\|16.30\|3.36\|15.79\|16.32\|15.63\|239307;2026-09-30\|16.28\|-0.12\|16.00\|16.36\|15.92\|141582;2026-10-08\|16.38\|0.61\|16.22\|16.77\|16.08\|209078;2026-10-09\|16.29\|-0.55\|16.35\|16.43\|16.01\|188216;2026-10-12\|15.88\|-2.52\|16.29\|16.47\|15.83\|157801;2026-10-13\|16.06\|1.13\|15.80\|16.20\|15.70\|183188;2026-10-14\|15.82\|-1.49\|15.94\|16.17\|15.78\|123696;2026-10-15\|14.85\|-6.13\|15.50\|15.50\|14.78\|282191;2026-10-16\|14.16\|-4.65\|14.97\|15.10\|13.57\|858666;2026-10-19\|14.66\|3.53\|14.15\|14.82\|14.10\|414434;2026-10-20\|14.30\|-2.46\|14.50\|14.58\|14.15\|321902;2026-10-21\|14.14\|-1.12\|14.34\|14.45\|14.07\|158769;2026-10-22\|13.72\|-2.97\|14.20\|14.37\|13.69\|224219;2026-10-23\|14.01\|2.11\|13.50\|14.09\|13.29\|329289;2026-10-26\|13.93\|-0.57\|14.11\|14.15\|13.66\|236067;2026-10-27\|14.55\|4.45\|14.05\|14.86\|14.05\|401582;2026-10-28\|14.31\|-1.65\|14.74\|14.79\|14.25\|302015;2026-10-29\|14.20\|-0.77\|14.33\|14.55\|14.18\|188689;2026-10-30\|14.36\|1.13\|14.10\|14.77\|13.92\|302290;2026-11-02\|14.22\|-0.97\|14.24\|14.36\|13.92\|266460;2026-11-03\|14.46\|1.69\|14.28\|14.71\|14.16\|331549;2026-11-04\|14.84\|2.63\|14.40\|14.93\|14.24\|401551;2026-11-05\|14.85\|0.07\|14.83\|15.14\|14.70\|310255;2026-11-06\|14.72\|-0.88\|14.52\|15.19\|14.36\|318368;2026-11-09\|14.61\|-0.75\|14.89\|14.98\|14.60\|210974;2026-11-10\|14.09\|-3.56\|14.77\|14.79\|14.00\|308258;2026-11-11\|14.20\|0.78\|14.10\|14.22\|13.80\|281906;2026-11-12\|13.92\|-1.97\|14.24\|14.34\|13.90\|201013
120464	中报业绩密集披露	AI服务器测试+MLCC设备+PCB+定增行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	公司预计上半年净利润同比增长642.86%—816.2%，报告期受益于下游市场需求拉动，公司主要业务板块的营收均实现同比大幅增长，其中，AI服务器相关的ICT、功能测试、老化测试等测试解决方案销售规模同比实现大幅增长；消费电子相关业务结构持续优化，智能穿戴细分领域贡献了显著的结构性增量；MLCC设备业务规模与效益同步提升，八轨高速测试机、叠层机等高附加值产品占比提升，规模化效应逐步显现，推动该业务板块收入规模与盈利质量同步提升；同时结合公司精益化的管理，实现盈利大幅提升	2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950;2026-07-27\|88.00\|4.17\|84.00\|88.00\|81.82\|77666;2026-07-28\|79.70\|-9.43\|84.88\|86.24\|79.20\|82890;2026-07-29\|77.04\|-3.34\|80.51\|80.88\|73.73\|106860;2026-07-30\|69.34\|-9.99\|76.84\|78.38\|69.34\|95736;2026-07-31\|73.40\|5.86\|74.89\|76.27\|73.11\|146146;2026-08-03\|69.93\|-4.73\|73.41\|74.26\|69.36\|97749;2026-08-04\|76.92\|10.00\|70.93\|76.92\|69.98\|69021;2026-08-05\|84.61\|10.00\|80.76\|84.61\|79.80\|33465;2026-08-06\|93.07\|10.00\|87.57\|93.07\|87.16\|157364;2026-08-07\|97.94\|5.23\|95.26\|98.87\|92.29\|237403;2026-08-10\|100.99\|3.11\|97.94\|100.99\|96.47\|173841;2026-08-11\|97.72\|-3.24\|99.46\|100.18\|95.00\|151305;2026-08-12\|98.88\|1.19\|98.43\|101.55\|96.62\|125197;2026-08-13\|96.42\|-2.49\|100.55\|101.99\|96.02\|122586;2026-08-14\|99.99\|3.70\|97.52\|99.99\|96.43\|86129;2026-08-17\|106.01\|6.02\|100.70\|106.71\|100.44\|140227;2026-08-18\|104.90\|-1.05\|108.80\|108.80\|102.50\|121438;2026-08-19\|94.41\|-10.00\|101.01\|103.40\|94.41\|123497;2026-08-20\|95.70\|1.37\|96.03\|96.75\|92.30\|88741;2026-08-21\|100.55\|5.07\|96.80\|103.00\|93.60\|119604;2026-08-24\|108.88\|8.28\|110.61\|110.61\|102.66\|244868;2026-08-25\|107.18\|-1.56\|108.00\|114.00\|103.02\|265231;2026-08-26\|100.85\|-5.91\|107.10\|108.00\|97.58\|203569;2026-08-27\|108.06\|7.15\|101.30\|110.94\|98.21\|260143;2026-08-28\|102.88\|-4.79\|107.98\|109.90\|102.80\|184376;2026-08-31\|107.90\|4.88\|99.63\|109.70\|98.77\|171678;2026-09-01\|101.60\|-5.84\|110.06\|110.60\|100.50\|157527;2026-09-02\|97.43\|-4.10\|98.00\|100.00\|95.50\|140625;2026-09-03\|102.28\|4.98\|99.20\|103.00\|97.00\|148710;2026-09-04\|95.03\|-7.09\|102.20\|104.85\|93.86\|147621;2026-09-07\|104.53\|10.00\|97.00\|104.53\|96.15\|164492;2026-09-08\|100.91\|-3.46\|106.01\|107.00\|100.18\|140494;2026-09-09\|101.00\|0.09\|102.88\|105.58\|100.12\|117824;2026-09-10\|99.37\|-1.61\|100.00\|102.29\|98.58\|75350;2026-09-11\|97.00\|-2.38\|96.48\|98.65\|92.80\|108895;2026-09-14\|99.50\|2.58\|95.29\|100.80\|93.20\|102223;2026-09-15\|99.10\|-0.40\|98.85\|101.77\|98.55\|77454;2026-09-16\|105.42\|6.38\|99.19\|106.13\|98.51\|123374;2026-09-17\|104.70\|-0.68\|107.00\|110.79\|104.33\|132281;2026-09-18\|104.86\|0.15\|106.59\|107.00\|102.88\|105264;2026-09-21\|107.53\|2.55\|106.96\|109.80\|105.50\|105714;2026-09-22\|107.50\|-0.03\|110.00\|111.03\|106.62\|96789;2026-09-23\|110.57\|2.86\|108.38\|113.02\|106.60\|123912;2026-09-24\|110.90\|0.30\|112.63\|117.64\|110.59\|161229;2026-09-28\|100.00\|-9.83\|111.25\|111.41\|99.88\|139832;2026-09-29\|102.05\|2.05\|100.00\|103.50\|98.55\|80270;2026-09-30\|101.95\|-0.10\|105.90\|108.36\|101.50\|110475;2026-10-08\|98.02\|-3.85\|103.14\|104.98\|96.60\|100834;2026-10-09\|94.88\|-3.20\|96.91\|98.29\|88.95\|113066;2026-10-12\|90.90\|-4.19\|94.62\|95.40\|89.00\|78129;2026-10-13\|94.66\|4.14\|85.73\|95.65\|84.73\|111875;2026-10-14\|90.94\|-3.93\|93.98\|94.48\|90.58\|63383;2026-10-15\|87.70\|-3.56\|85.19\|89.39\|83.97\|82707;2026-10-16\|88.82\|1.28\|92.00\|92.30\|87.82\|85236;2026-10-19\|84.55\|-4.81\|87.16\|88.00\|81.60\|86300;2026-10-20\|88.08\|4.17\|84.00\|89.58\|83.38\|92424;2026-10-21\|89.44\|1.54\|89.85\|92.75\|89.02\|72120;2026-10-22\|84.12\|-5.95\|89.86\|89.86\|83.61\|74269;2026-10-23\|85.00\|1.05\|81.59\|85.58\|77.13\|98879;2026-10-26\|78.81\|-7.28\|84.20\|84.29\|78.60\|78294;2026-10-27\|77.38\|-1.81\|80.80\|82.50\|77.25\|66700;2026-10-28\|85.12\|10.00\|78.98\|85.12\|78.00\|103871;2026-10-29\|81.04\|-4.79\|89.00\|89.98\|81.00\|155232;2026-10-30\|75.36\|-7.01\|77.28\|81.97\|74.00\|133142;2026-11-02\|76.03\|0.89\|76.33\|77.60\|73.00\|125444;2026-11-03\|70.30\|-7.54\|74.30\|75.58\|69.20\|111291;2026-11-04\|77.33\|10.00\|71.63\|77.33\|69.03\|128443;2026-11-05\|80.56\|4.18\|75.39\|83.50\|74.90\|146445;2026-11-06\|73.88\|-8.29\|73.30\|76.48\|72.60\|113012;2026-11-09\|78.54\|6.31\|75.11\|80.80\|75.00\|125743;2026-11-10\|80.27\|2.20\|80.19\|82.68\|79.10\|89159;2026-11-11\|88.30\|10.00\|80.27\|88.30\|79.50\|120339;2026-11-12\|84.30\|-4.53\|87.99\|89.89\|84.12\|163872
120463	龙头上半年业绩大增	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440;2026-09-14\|225.00\|-1.74\|223.00\|228.30\|220.31\|157302;2026-09-15\|226.06\|0.47\|225.98\|233.15\|224.00\|209125;2026-09-16\|230.36\|1.90\|228.00\|233.00\|223.17\|274350;2026-09-17\|222.90\|-3.24\|229.50\|231.37\|222.58\|286438;2026-09-18\|227.05\|1.86\|228.66\|231.39\|223.16\|307661;2026-09-21\|248.00\|9.23\|232.23\|248.50\|229.60\|621210;2026-09-22\|242.10\|-2.38\|251.00\|252.00\|240.62\|469965;2026-09-23\|244.30\|0.91\|244.77\|249.90\|241.01\|314697;2026-09-24\|232.69\|-4.75\|241.00\|242.60\|232.61\|254955;2026-09-28\|213.50\|-8.25\|231.00\|231.49\|213.29\|271965;2026-09-29\|216.76\|1.53\|214.00\|219.30\|212.27\|180308;2026-09-30\|210.30\|-2.98\|217.66\|219.29\|208.43\|195198;2026-10-08\|206.23\|-1.94\|212.01\|218.50\|203.30\|218727;2026-10-09\|202.69\|-1.72\|204.00\|204.99\|190.05\|270229;2026-10-12\|196.78\|-2.92\|199.80\|203.93\|196.00\|159347;2026-10-13\|199.10\|1.18\|187.05\|202.78\|184.88\|259604;2026-10-14\|195.16\|-1.98\|199.11\|205.55\|194.90\|189083;2026-10-15\|186.00\|-4.69\|187.07\|192.88\|183.80\|268785;2026-10-16\|182.00\|-2.15\|191.00\|192.00\|180.25\|211852;2026-10-19\|176.85\|-2.83\|182.88\|183.82\|169.69\|243923;2026-10-20\|184.70\|4.44\|176.99\|192.50\|174.97\|290410;2026-10-21\|187.87\|1.72\|191.38\|192.86\|186.03\|231470;2026-10-22\|177.99\|-5.26\|187.88\|189.57\|177.99\|221357;2026-10-23\|183.48\|3.08\|172.10\|183.97\|166.00\|325687;2026-10-26\|188.01\|2.47\|180.00\|193.58\|177.60\|316703;2026-10-27\|174.09\|-7.40\|190.00\|190.90\|173.94\|251811;2026-10-28\|180.31\|3.57\|178.00\|182.97\|175.51\|233717;2026-10-29\|160.38\|-11.05\|177.01\|177.60\|160.30\|306690;2026-10-30\|139.04\|-13.31\|140.00\|152.00\|136.99\|604193;2026-11-02\|135.02\|-2.89\|139.71\|141.82\|129.58\|491131;2026-11-03\|122.71\|-9.12\|132.00\|134.99\|121.65\|456393;2026-11-04\|135.24\|10.21\|125.77\|135.99\|118.67\|539878;2026-11-05\|135.00\|-0.18\|128.01\|139.30\|128.01\|427765;2026-11-06\|124.31\|-7.92\|122.40\|126.80\|119.00\|381294;2026-11-09\|131.42\|5.72\|128.25\|137.48\|126.80\|430580;2026-11-10\|132.80\|1.05\|138.00\|138.90\|131.61\|330520;2026-11-11\|145.97\|9.92\|132.45\|148.32\|132.45\|510846;2026-11-12\|137.80\|-5.60\|142.26\|151.90\|137.31\|561147
120462	龙头上半年业绩大增	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	1、公司上半年净利润同比预增261%—298%，报告期内，钨精矿均价同比上涨，公司钨精矿及粉末产品盈利显著增长；PCB微钻、高端刀具等产品订单显著增长，带动盈利能力提升； 2、公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478;2026-09-16\|62.04\|-0.31\|60.78\|62.75\|59.70\|791821;2026-09-17\|60.90\|-1.84\|61.99\|63.37\|60.27\|662067;2026-09-18\|61.76\|1.41\|61.86\|62.48\|60.31\|611256;2026-09-21\|60.49\|-2.06\|61.29\|61.71\|59.62\|758634;2026-09-22\|60.26\|-0.38\|61.00\|62.46\|59.91\|737883;2026-09-23\|59.16\|-1.83\|60.26\|60.26\|58.71\|447906;2026-09-24\|57.18\|-3.35\|58.62\|59.06\|57.00\|361602;2026-09-28\|53.25\|-6.87\|57.00\|57.00\|53.00\|469254;2026-09-29\|53.69\|0.83\|53.57\|54.48\|52.60\|332605;2026-09-30\|52.74\|-1.77\|53.90\|54.09\|52.61\|246798;2026-10-08\|51.85\|-1.69\|52.75\|53.74\|51.15\|288317;2026-10-09\|51.13\|-1.39\|51.74\|51.80\|48.81\|411343;2026-10-12\|48.34\|-5.46\|50.90\|50.90\|48.24\|319826;2026-10-13\|48.17\|-0.35\|46.80\|49.06\|45.75\|452033;2026-10-14\|46.67\|-3.11\|48.81\|49.19\|46.60\|450827;2026-10-15\|44.19\|-5.31\|44.89\|45.45\|43.82\|514764;2026-10-16\|43.66\|-1.20\|45.03\|45.45\|43.20\|416882;2026-10-19\|42.79\|-1.99\|43.34\|43.44\|41.28\|414600;2026-10-20\|43.81\|2.38\|43.23\|44.80\|42.25\|417436;2026-10-21\|44.00\|0.43\|43.88\|44.76\|43.60\|329336;2026-10-22\|41.64\|-5.36\|44.00\|44.10\|41.53\|379305;2026-10-23\|42.28\|1.54\|40.18\|42.65\|38.58\|533902;2026-10-26\|40.07\|-5.23\|42.10\|42.28\|39.65\|412528;2026-10-27\|38.89\|-2.94\|40.81\|41.10\|38.88\|320071;2026-10-28\|39.69\|2.06\|39.59\|40.20\|38.75\|345457;2026-10-29\|38.01\|-4.23\|39.70\|40.58\|37.99\|378765;2026-10-30\|35.81\|-5.79\|36.64\|38.08\|35.70\|469976;2026-11-02\|36.78\|2.71\|36.36\|37.10\|35.31\|483800;2026-11-03\|35.66\|-3.05\|36.52\|37.66\|35.30\|490444;2026-11-04\|39.23\|10.01\|36.21\|39.23\|35.41\|786973;2026-11-05\|40.69\|3.72\|39.80\|41.96\|39.80\|970811;2026-11-06\|38.65\|-5.01\|38.45\|39.60\|38.19\|551319;2026-11-09\|38.33\|-0.83\|39.23\|39.70\|38.31\|418480;2026-11-10\|40.90\|6.70\|39.30\|42.00\|39.30\|793314;2026-11-11\|41.79\|2.18\|40.93\|41.89\|39.80\|673008;2026-11-12\|40.82\|-2.32\|41.24\|43.16\|40.79\|723394
120461	龙头上半年业绩大增	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227;2026-09-16\|47.39\|0.64\|47.09\|48.07\|45.60\|2730288;2026-09-17\|47.15\|-0.51\|47.80\|51.68\|47.08\|3630627;2026-09-18\|45.02\|-4.52\|48.00\|48.48\|43.88\|3927780;2026-09-21\|45.87\|1.89\|44.99\|46.65\|44.70\|2702158;2026-09-22\|45.47\|-0.87\|46.10\|47.52\|45.10\|2351756;2026-09-23\|45.62\|0.33\|45.11\|46.18\|44.43\|1470044;2026-09-24\|43.06\|-5.61\|45.05\|45.28\|43.02\|1928424;2026-09-28\|39.27\|-8.80\|42.66\|42.85\|39.00\|2156372;2026-09-29\|39.69\|1.07\|39.00\|39.96\|38.70\|1208270;2026-09-30\|39.41\|-0.71\|39.91\|40.19\|39.21\|949547;2026-10-08\|39.55\|0.36\|40.09\|40.98\|39.03\|1464381;2026-10-09\|38.57\|-2.48\|39.00\|39.28\|36.01\|2117315;2026-10-12\|38.30\|-0.70\|39.00\|39.66\|38.26\|1434872;2026-10-13\|38.46\|0.42\|36.88\|38.95\|36.05\|1660938;2026-10-14\|36.24\|-5.77\|38.01\|38.46\|36.20\|1372026;2026-10-15\|34.32\|-5.30\|34.12\|35.30\|34.00\|1524565;2026-10-16\|33.90\|-0.26\|34.70\|34.95\|33.45\|1017842;2026-10-19\|33.72\|-0.53\|33.49\|33.98\|32.21\|1240088;2026-10-20\|34.66\|2.79\|33.96\|35.21\|33.40\|1505026;2026-10-21\|34.59\|-0.20\|35.00\|35.76\|34.44\|1219295;2026-10-22\|32.56\|-5.87\|34.85\|34.90\|32.54\|1264826;2026-10-23\|32.90\|1.04\|31.76\|33.13\|30.34\|1614600;2026-10-26\|30.85\|-6.23\|32.47\|32.48\|30.69\|1227706;2026-10-27\|30.37\|-1.56\|31.35\|31.75\|30.35\|987524;2026-10-28\|31.35\|3.23\|30.90\|31.75\|30.63\|1203182;2026-10-29\|29.32\|-6.48\|30.98\|31.22\|29.32\|1222656;2026-10-30\|27.68\|-5.59\|28.00\|29.22\|27.20\|1451602;2026-11-02\|28.18\|1.81\|28.00\|28.65\|27.45\|1244281;2026-11-03\|26.68\|-5.32\|27.68\|28.42\|26.48\|1374524;2026-11-04\|28.93\|8.43\|26.97\|29.19\|26.00\|2072564;2026-11-05\|29.03\|0.35\|27.91\|29.87\|27.85\|1876175;2026-11-06\|27.45\|-5.44\|27.06\|28.08\|26.50\|1490886;2026-11-09\|28.04\|2.15\|27.91\|28.64\|27.45\|1199042;2026-11-10\|28.25\|0.75\|29.00\|29.36\|28.16\|1051205;2026-11-11\|29.78\|5.42\|27.99\|29.95\|27.89\|1685380;2026-11-12\|29.41\|-1.24\|29.59\|31.48\|29.30\|2011657
120460	龙头上半年业绩大增	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670;2026-07-27\|93.29\|5.54\|88.00\|93.66\|87.36\|227401;2026-07-28\|83.96\|-10.00\|90.30\|91.21\|83.96\|278297;2026-07-29\|84.50\|0.64\|81.71\|86.00\|79.53\|329156;2026-07-30\|76.05\|-10.00\|83.30\|84.37\|76.05\|339082;2026-07-31\|81.50\|7.17\|82.00\|83.64\|80.82\|275986;2026-08-03\|80.91\|-0.72\|80.31\|82.66\|79.30\|180736;2026-08-04\|89.00\|10.00\|82.89\|89.00\|81.50\|287943;2026-08-05\|91.13\|2.39\|88.11\|94.20\|86.15\|363277;2026-08-06\|93.85\|2.98\|89.00\|96.17\|88.03\|291928;2026-08-07\|101.41\|8.06\|94.95\|103.24\|94.95\|394747;2026-08-10\|98.52\|-2.85\|101.00\|102.00\|96.48\|277448;2026-08-11\|96.67\|-1.88\|96.88\|99.40\|95.53\|197643;2026-08-12\|101.00\|4.48\|98.32\|104.10\|97.77\|340074;2026-08-13\|95.72\|-5.23\|102.50\|104.11\|95.39\|393144;2026-08-14\|95.36\|-0.38\|96.45\|96.70\|94.18\|253078;2026-08-17\|98.50\|3.29\|95.58\|98.58\|93.40\|290116;2026-08-18\|94.77\|-3.79\|98.43\|98.43\|93.00\|291574;2026-08-19\|87.36\|-7.82\|91.00\|93.68\|86.24\|264103;2026-08-20\|87.57\|0.24\|89.00\|90.35\|86.31\|196328;2026-08-21\|89.20\|1.86\|87.57\|89.98\|85.01\|186590;2026-08-24\|87.95\|-1.40\|89.21\|89.88\|84.60\|185725;2026-08-25\|87.44\|-0.58\|86.88\|89.38\|84.88\|165679;2026-08-26\|87.30\|-0.16\|88.00\|88.29\|85.13\|131805;2026-08-27\|89.20\|2.18\|88.78\|90.50\|87.17\|216807;2026-08-28\|89.18\|-0.02\|88.07\|93.52\|87.99\|248713;2026-08-31\|93.30\|4.62\|86.51\|94.52\|86.45\|283107;2026-09-01\|88.22\|-5.44\|93.49\|93.50\|87.56\|226138;2026-09-02\|85.80\|-2.74\|87.19\|87.67\|85.71\|124520;2026-09-03\|84.53\|-1.48\|86.60\|86.90\|83.60\|147306;2026-09-04\|83.29\|-1.47\|85.09\|87.63\|82.48\|169855;2026-09-07\|89.99\|8.04\|84.26\|90.60\|83.47\|280402;2026-09-08\|89.46\|-0.59\|89.77\|92.40\|88.85\|202215;2026-09-09\|92.45\|3.34\|89.98\|92.60\|89.46\|219977;2026-09-10\|91.85\|-0.65\|93.96\|97.00\|91.77\|377255;2026-09-11\|92.65\|0.87\|89.28\|93.60\|88.02\|249322;2026-09-14\|88.24\|-4.76\|90.10\|91.86\|87.31\|232388;2026-09-15\|88.82\|0.66\|88.47\|92.00\|87.80\|162571;2026-09-16\|89.80\|1.10\|88.89\|91.10\|87.69\|172949;2026-09-17\|90.71\|1.01\|89.50\|92.95\|89.20\|247768;2026-09-18\|89.88\|-0.92\|92.78\|93.55\|87.45\|238349;2026-09-21\|90.50\|0.69\|91.32\|93.94\|89.00\|223901;2026-09-22\|89.25\|-1.38\|91.50\|92.67\|89.00\|187776;2026-09-23\|88.19\|-1.19\|88.56\|91.48\|87.85\|191999;2026-09-24\|82.94\|-5.95\|87.10\|87.99\|82.68\|275031;2026-09-28\|79.66\|-3.95\|82.50\|82.71\|78.10\|220309;2026-09-29\|79.95\|0.36\|79.90\|80.58\|78.89\|146221;2026-09-30\|79.55\|-0.50\|81.00\|83.10\|79.45\|155436;2026-10-08\|78.00\|-1.95\|80.50\|82.48\|77.01\|203207;2026-10-09\|74.65\|-4.29\|76.46\|76.76\|70.80\|279483;2026-10-12\|76.48\|2.45\|74.63\|82.12\|74.03\|599841;2026-10-13\|80.53\|5.30\|72.84\|82.00\|72.33\|409343;2026-10-14\|78.00\|-3.14\|80.50\|81.32\|77.92\|261155;2026-10-15\|75.26\|-3.51\|75.00\|77.50\|74.39\|189222;2026-10-16\|74.17\|-1.45\|77.10\|77.66\|73.11\|181660;2026-10-19\|72.70\|-1.98\|73.05\|73.93\|69.30\|193233;2026-10-20\|73.85\|1.58\|72.00\|75.88\|71.48\|174509;2026-10-21\|74.34\|0.66\|75.20\|76.90\|74.00\|151624;2026-10-22\|70.20\|-5.57\|74.00\|74.71\|69.68\|209714;2026-10-23\|70.67\|0.67\|68.53\|70.88\|66.79\|248710;2026-10-26\|67.50\|-4.49\|70.00\|70.55\|67.00\|201977;2026-10-27\|65.52\|-2.93\|68.50\|69.20\|65.00\|135900;2026-10-28\|68.01\|3.80\|66.50\|68.88\|66.50\|177024;2026-10-29\|61.21\|-10.00\|66.00\|66.40\|61.21\|266412;2026-10-30\|55.60\|-9.17\|56.00\|59.00\|55.18\|373792;2026-11-02\|54.06\|-2.77\|55.67\|56.08\|53.60\|360930;2026-11-03\|49.38\|-8.66\|53.00\|53.58\|49.00\|384010;2026-11-04\|52.50\|6.32\|49.63\|52.70\|47.15\|412594;2026-11-05\|50.63\|-3.56\|51.00\|52.02\|49.10\|512334;2026-11-06\|46.68\|-7.80\|46.65\|48.30\|45.95\|328120;2026-11-09\|48.07\|2.98\|47.36\|49.33\|45.28\|356257;2026-11-10\|49.57\|3.12\|49.59\|51.20\|49.31\|304811;2026-11-11\|52.56\|6.03\|49.82\|52.78\|49.31\|314077;2026-11-12\|52.47\|-0.17\|52.96\|55.54\|52.20\|353690
120459	龙头上半年业绩大增	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。	PCB铜箔产品是公司控股子公司浙江宏丰铜箔有限公司投资建设的“年产5万吨铜箔生产基地项目”的规划产品之一，PCB铜箔产线正在按计划建设中，当前进展顺利	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\|13.39\|-4.01\|13.77\|14.24\|13.27\|369256;2026-07-23\|14.01\|4.63\|13.58\|14.18\|13.36\|374182;2026-07-24\|13.44\|-4.07\|13.57\|14.15\|13.40\|293909;2026-07-27\|13.95\|3.79\|13.36\|13.95\|13.21\|301251;2026-07-28\|13.15\|-5.73\|13.74\|13.88\|13.04\|268890;2026-07-29\|13.07\|-0.61\|13.18\|13.27\|12.55\|300601;2026-07-30\|12.34\|-5.59\|13.11\|13.25\|12.10\|300731;2026-07-31\|12.92\|4.70\|13.32\|13.70\|12.90\|449962;2026-08-03\|12.63\|-2.24\|12.93\|13.11\|12.51\|278900;2026-08-04\|13.48\|6.73\|12.79\|13.61\|12.59\|316079;2026-08-05\|14.44\|7.12\|13.55\|14.58\|13.41\|407812;2026-08-06\|16.05\|11.15\|14.21\|16.32\|14.11\|713087;2026-08-07\|15.63\|-2.62\|15.02\|15.82\|14.80\|970280;2026-08-10\|14.77\|-5.50\|15.37\|15.66\|14.54\|715444;2026-08-11\|14.59\|-1.22\|14.52\|14.95\|14.25\|485746;2026-08-12\|14.53\|-0.41\|14.54\|14.75\|14.37\|450695;2026-08-13\|13.85\|-4.68\|14.69\|14.86\|13.83\|540876;2026-08-14\|14.46\|4.40\|14.00\|14.77\|14.00\|549832;2026-08-17\|14.94\|3.32\|14.66\|14.98\|14.47\|532702;2026-08-18\|14.61\|-2.21\|14.80\|15.24\|14.47\|429867;2026-08-19\|13.17\|-9.86\|14.10\|14.18\|13.09\|450339;2026-08-20\|13.11\|-0.46\|13.62\|13.65\|12.97\|320932;2026-08-21\|13.42\|2.36\|13.00\|13.56\|12.75\|300020;2026-08-24\|12.98\|-3.28\|13.30\|13.41\|12.65\|262324;2026-08-25\|13.12\|1.08\|12.85\|13.21\|12.48\|237607;2026-08-26\|12.97\|-1.14\|13.18\|13.22\|12.70\|208341;2026-08-27\|13.42\|3.47\|13.09\|13.52\|12.90\|283583;2026-08-28\|13.38\|-0.30\|13.35\|13.95\|13.26\|348815;2026-08-31\|13.67\|2.17\|13.02\|13.74\|13.00\|286175;2026-09-01\|13.09\|-4.24\|13.77\|13.77\|12.91\|342244;2026-09-02\|12.95\|-1.07\|12.90\|13.07\|12.77\|184759;2026-09-03\|13.11\|1.24\|13.10\|13.26\|12.80\|243615;2026-09-04\|12.61\|-3.81\|13.15\|13.43\|12.50\|306853;2026-09-07\|13.07\|3.65\|12.76\|13.16\|12.65\|290599;2026-09-08\|12.89\|-1.38\|13.00\|13.25\|12.80\|232583;2026-09-09\|12.95\|0.47\|12.93\|13.23\|12.83\|218947;2026-09-10\|13.08\|1.00\|12.83\|13.35\|12.68\|289640;2026-09-11\|13.23\|1.15\|12.77\|13.34\|12.48\|428719;2026-09-14\|13.77\|4.08\|13.00\|13.83\|12.76\|499046;2026-09-15\|13.77\|0.00\|13.62\|14.09\|13.62\|468987;2026-09-16\|14.45\|4.94\|13.70\|14.58\|13.53\|594238;2026-09-17\|13.99\|-3.18\|14.23\|14.55\|13.96\|536534;2026-09-18\|14.31\|2.29\|14.26\|14.44\|13.83\|534031;2026-09-21\|14.60\|2.03\|14.32\|14.84\|14.21\|472078;2026-09-22\|14.27\|-2.26\|14.71\|14.75\|14.18\|427050;2026-09-23\|14.55\|1.96\|14.25\|14.64\|14.21\|367017;2026-09-24\|14.45\|-0.69\|14.38\|14.80\|14.09\|409420;2026-09-28\|13.17\|-8.86\|14.20\|14.27\|13.05\|401186;2026-09-29\|13.46\|2.20\|13.10\|13.70\|13.06\|328492;2026-09-30\|12.90\|-4.16\|13.58\|13.73\|12.90\|257543;2026-10-08\|12.43\|-3.64\|13.12\|13.47\|12.28\|323862;2026-10-09\|11.91\|-4.18\|12.31\|12.33\|11.35\|369337;2026-10-12\|11.52\|-3.27\|11.80\|12.05\|11.52\|242053;2026-10-13\|11.79\|2.34\|11.22\|11.96\|10.97\|306337;2026-10-14\|11.53\|-2.21\|11.78\|12.04\|11.50\|186285;2026-10-15\|11.27\|-2.25\|11.00\|11.66\|11.00\|229038;2026-10-16\|10.97\|-2.66\|11.55\|11.55\|10.84\|236142;2026-10-19\|10.82\|-1.37\|10.85\|11.03\|10.35\|242085;2026-10-20\|11.08\|2.40\|10.85\|11.29\|10.72\|191715;2026-10-21\|11.04\|-0.36\|11.10\|11.30\|10.98\|141742;2026-10-22\|10.53\|-4.62\|11.02\|11.09\|10.53\|162283;2026-10-23\|10.74\|1.99\|10.35\|10.79\|9.76\|276888;2026-10-26\|10.22\|-4.84\|10.67\|10.69\|10.15\|209836;2026-10-27\|9.76\|-4.50\|10.39\|10.50\|9.76\|179625;2026-10-28\|10.14\|3.89\|9.97\|10.20\|9.78\|205287;2026-10-29\|9.65\|-4.83\|10.08\|10.20\|9.64\|190898;2026-10-30\|9.21\|-4.56\|9.36\|9.80\|9.21\|219440;2026-11-02\|9.64\|4.67\|9.38\|9.65\|9.15\|228199;2026-11-03\|9.26\|-3.94\|9.55\|9.84\|9.22\|224061;2026-11-04\|9.75\|5.29\|9.31\|9.79\|9.02\|326957;2026-11-05\|9.97\|2.26\|9.60\|10.18\|9.54\|285281;2026-11-06\|9.55\|-4.21\|9.42\|9.70\|9.34\|206948;2026-11-09\|9.58\|0.31\|9.71\|9.82\|9.58\|168841;2026-11-10\|9.92\|3.55\|9.75\|9.98\|9.75\|189395;2026-11-11\|10.13\|2.12\|9.90\|10.15\|9.83\|182702;2026-11-12\|9.86\|-2.67\|10.11\|10.34\|9.85\|200059
120458	龙头上半年业绩大增	涨停揭秘：全球最大PPE树脂产区停产推升PCB材料价格，公司高温高延伸铜箔适配AI服务器高频高速PCB需求；涨停缘由：标准铜箔广泛用于PCB制造，江西赣州龙南子公司布局高端铜箔，高温高延伸铜箔满足AI服务器高密度互连PCB要求；资金逻辑：AI服务器硬件链补涨行情启动，铜箔作为关键基材获资金关注，融资余额环比增长，量能显著放大；风险提示：铜价波动影响毛利，高端铜箔良率与客户认证进度存在不确定性，AI服务器订单放量节奏尚待观察	公司标准铜箔产品用于 PCB 制造，在江西赣州龙南设立子公司布局高端铜箔领域，可应用于AI服务器的PCB；研发的高温高延伸铜箔，可满足常规及高密度互连印刷电路板需求	2026-07-03\|39.27\|-2.63\|40.10\|41.53\|39.16\|399205;2026-07-06\|38.26\|-2.57\|39.51\|40.88\|37.87\|345218;2026-07-07\|36.82\|-3.76\|38.17\|38.88\|36.31\|321199;2026-07-08\|35.00\|-4.94\|37.42\|37.50\|35.00\|335498;2026-07-09\|34.97\|-0.09\|35.18\|35.68\|32.90\|404354;2026-07-10\|33.61\|-3.89\|35.37\|36.80\|33.60\|441353;2026-07-13\|30.75\|-8.51\|33.60\|33.78\|30.40\|399313;2026-07-14\|33.96\|10.44\|31.08\|34.23\|30.30\|579725;2026-07-15\|33.62\|-1.00\|34.00\|34.82\|33.00\|481111;2026-07-16\|32.30\|-3.93\|32.00\|34.10\|31.39\|496219;2026-07-17\|28.75\|-10.99\|32.50\|32.70\|28.41\|491132;2026-07-20\|24.08\|-16.24\|29.32\|29.72\|23.05\|656617;2026-07-21\|26.70\|10.88\|24.88\|26.86\|21.93\|601074;2026-07-22\|25.35\|-5.06\|26.40\|27.16\|25.10\|456778;2026-07-23\|25.38\|0.12\|25.50\|26.36\|24.90\|374848;2026-07-24\|24.26\|-4.41\|24.80\|25.20\|24.04\|303215;2026-07-27\|25.36\|4.53\|24.40\|25.48\|24.24\|288743;2026-07-28\|23.73\|-6.43\|24.70\|25.44\|23.54\|273265;2026-07-29\|23.70\|-0.13\|23.66\|23.95\|22.66\|328894;2026-07-30\|22.40\|-5.49\|23.50\|23.86\|22.02\|342344;2026-07-31\|23.05\|2.90\|23.82\|24.88\|23.03\|369714;2026-08-03\|22.90\|-0.65\|22.80\|23.55\|22.60\|273354;2026-08-04\|24.85\|8.52\|23.23\|25.16\|22.91\|368529;2026-08-05\|26.25\|5.63\|24.61\|26.64\|24.51\|392588;2026-08-06\|26.40\|0.57\|25.75\|26.94\|25.53\|334043;2026-08-07\|28.80\|9.09\|26.60\|29.98\|26.41\|602476;2026-08-10\|28.05\|-2.60\|29.22\|29.36\|27.43\|460052;2026-08-11\|27.65\|-1.43\|27.80\|28.39\|27.43\|289177;2026-08-12\|28.18\|1.92\|27.69\|28.56\|27.60\|239833;2026-08-13\|28.13\|-0.18\|28.38\|29.26\|28.02\|326609;2026-08-14\|29.04\|3.23\|28.30\|29.25\|28.28\|288922;2026-08-17\|31.15\|7.27\|29.32\|31.17\|29.32\|365186;2026-08-18\|30.47\|-2.18\|31.00\|31.33\|29.90\|285318;2026-08-19\|28.53\|-6.37\|29.40\|30.22\|28.22\|326374;2026-08-20\|28.09\|-1.54\|28.89\|29.06\|27.80\|282016;2026-08-21\|29.68\|5.66\|27.90\|29.94\|27.66\|308968;2026-08-24\|29.78\|0.34\|30.18\|30.32\|28.59\|294561;2026-08-25\|28.31\|-4.94\|28.95\|29.02\|27.62\|380541;2026-08-26\|27.74\|-2.01\|28.50\|28.50\|27.15\|337545;2026-08-27\|29.32\|5.70\|27.90\|29.44\|27.51\|355435;2026-08-28\|28.64\|-2.32\|29.57\|29.85\|28.57\|282388;2026-08-31\|30.08\|5.03\|28.11\|30.50\|28.11\|411184;2026-09-01\|28.61\|-4.89\|30.07\|30.38\|28.56\|343952;2026-09-02\|27.96\|-2.27\|28.12\|28.25\|27.63\|225077;2026-09-03\|28.07\|0.39\|28.30\|28.49\|27.65\|205721;2026-09-04\|26.97\|-3.92\|28.36\|28.94\|26.76\|309951;2026-09-07\|27.74\|2.85\|27.40\|28.10\|26.88\|293989;2026-09-08\|27.18\|-2.02\|27.61\|28.05\|26.92\|247383;2026-09-09\|27.30\|0.44\|27.23\|28.11\|27.16\|220606;2026-09-10\|27.60\|1.10\|27.04\|28.49\|26.71\|275843;2026-09-11\|26.95\|-2.36\|27.16\|27.37\|25.80\|308548;2026-09-14\|27.34\|1.45\|26.76\|27.65\|26.06\|240417;2026-09-15\|27.83\|1.79\|27.34\|28.75\|27.15\|302002;2026-09-16\|29.02\|4.28\|27.95\|29.49\|27.40\|368319;2026-09-17\|29.02\|0.00\|28.87\|29.53\|28.12\|441176;2026-09-18\|30.88\|6.41\|29.80\|31.28\|29.27\|687349;2026-09-21\|29.50\|-4.47\|30.83\|31.12\|29.30\|608771;2026-09-22\|29.90\|1.36\|29.80\|30.59\|29.50\|499442;2026-09-23\|31.26\|4.55\|29.87\|31.78\|29.71\|586652;2026-09-24\|30.00\|-4.03\|30.97\|31.26\|29.71\|389542;2026-09-28\|27.26\|-9.13\|29.68\|29.71\|27.15\|367016;2026-09-29\|28.10\|3.08\|27.10\|28.36\|27.10\|244621;2026-09-30\|27.05\|-3.74\|28.30\|28.45\|27.01\|222990;2026-10-08\|26.45\|-2.22\|27.12\|27.85\|26.10\|262510;2026-10-09\|25.08\|-5.18\|26.40\|26.50\|24.19\|355624;2026-10-12\|24.30\|-3.11\|25.06\|25.17\|24.30\|214096;2026-10-13\|24.40\|0.41\|23.40\|24.83\|22.88\|244431;2026-10-14\|23.76\|-2.62\|24.37\|24.94\|23.71\|163811;2026-10-15\|26.00\|9.43\|24.78\|26.78\|24.61\|685665;2026-10-16\|24.60\|-5.38\|26.30\|26.50\|24.00\|484249;2026-10-19\|23.54\|-4.31\|23.86\|24.18\|22.71\|352858;2026-10-20\|24.03\|2.08\|23.48\|24.33\|23.11\|271940;2026-10-21\|23.46\|-2.37\|24.22\|24.49\|23.33\|267796;2026-10-22\|22.16\|-5.54\|23.74\|23.75\|22.16\|259407;2026-10-23\|23.06\|4.06\|21.56\|23.17\|20.77\|356872;2026-10-26\|22.42\|-2.78\|22.78\|23.02\|22.21\|199401;2026-10-27\|21.41\|-4.50\|22.80\|23.08\|21.41\|191555;2026-10-28\|22.14\|3.41\|21.92\|22.40\|21.61\|212579;2026-10-29\|21.39\|-3.39\|22.50\|22.79\|21.37\|281964;2026-10-30\|20.61\|-3.65\|20.40\|21.97\|20.30\|248051;2026-11-02\|20.90\|1.41\|20.96\|21.42\|20.45\|250353;2026-11-03\|20.34\|-2.68\|20.60\|21.50\|20.27\|260806;2026-11-04\|21.95\|7.92\|20.45\|22.17\|19.90\|361241;2026-11-05\|22.52\|2.60\|21.42\|23.12\|21.35\|368453;2026-11-06\|21.44\|-4.80\|21.01\|21.98\|21.01\|269368;2026-11-09\|21.06\|-1.77\|21.66\|21.89\|21.05\|182333;2026-11-10\|21.31\|1.19\|21.63\|21.76\|21.28\|172093;2026-11-11\|21.90\|2.77\|21.30\|22.08\|21.13\|238909;2026-11-12\|21.41\|-2.24\|21.88\|22.68\|21.41\|285916
120457	龙头上半年业绩大增	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971;2026-07-13\|103.36\|-11.29\|116.18\|118.00\|102.38\|349345;2026-07-14\|115.00\|11.26\|104.41\|115.00\|102.80\|286634;2026-07-15\|111.80\|-2.78\|118.66\|121.66\|110.70\|266015;2026-07-16\|107.00\|-4.29\|110.06\|114.07\|105.00\|218844;2026-07-17\|96.22\|-10.07\|106.53\|106.53\|94.57\|225884;2026-07-20\|76.98\|-20.00\|98.14\|99.00\|76.98\|485116;2026-07-21\|84.48\|9.74\|78.21\|84.80\|65.77\|482627;2026-07-22\|80.10\|-5.18\|84.46\|88.88\|79.34\|370219;2026-07-23\|78.80\|-1.62\|81.54\|84.78\|78.10\|246716;2026-07-24\|75.48\|-4.21\|77.70\|79.05\|74.70\|219725;2026-07-27\|81.50\|7.98\|76.83\|81.50\|74.93\|238825;2026-07-28\|72.45\|-11.10\|78.53\|79.90\|71.42\|256838;2026-07-29\|70.32\|-2.94\|71.73\|73.51\|66.21\|282743;2026-07-30\|63.92\|-9.10\|70.01\|70.18\|62.40\|281612;2026-07-31\|66.30\|3.72\|71.28\|74.60\|66.13\|289112;2026-08-03\|63.33\|-4.48\|65.63\|67.18\|62.81\|258806;2026-08-04\|68.71\|8.50\|64.10\|69.98\|62.44\|293073;2026-08-05\|76.76\|11.72\|66.60\|78.82\|65.86\|367866;2026-08-06\|78.22\|1.90\|75.24\|80.23\|73.18\|390179;2026-08-07\|90.90\|16.21\|79.12\|93.86\|78.45\|677127;2026-08-10\|88.70\|-2.42\|93.28\|94.00\|84.80\|598503;2026-08-11\|85.96\|-3.09\|87.00\|90.03\|85.45\|375737;2026-08-12\|89.86\|4.54\|86.01\|91.75\|86.01\|385517;2026-08-13\|89.90\|0.04\|90.36\|98.58\|89.69\|411395;2026-08-14\|95.02\|5.70\|88.58\|95.83\|88.58\|362684;2026-08-17\|101.00\|6.29\|96.99\|101.63\|94.60\|375006;2026-08-18\|98.61\|-2.37\|102.00\|102.00\|95.97\|322680;2026-08-19\|86.36\|-12.42\|94.40\|94.97\|85.73\|366329;2026-08-20\|88.41\|2.37\|89.37\|93.48\|86.46\|348096;2026-08-21\|90.64\|2.52\|88.41\|92.50\|85.00\|275561;2026-08-24\|81.87\|-9.68\|89.14\|89.99\|79.31\|394770;2026-08-25\|81.48\|-0.48\|81.32\|82.88\|77.00\|374970;2026-08-26\|80.36\|-1.37\|81.02\|81.80\|77.68\|221220;2026-08-27\|86.89\|8.13\|82.05\|88.88\|79.86\|327068;2026-08-28\|90.50\|4.15\|88.37\|92.47\|86.00\|441468;2026-08-31\|97.59\|7.83\|89.00\|98.80\|87.75\|579881;2026-09-01\|92.64\|-5.07\|99.49\|99.66\|92.11\|384698;2026-09-02\|90.75\|-2.04\|90.06\|92.50\|88.50\|313261;2026-09-03\|89.61\|-1.26\|92.10\|92.44\|86.66\|312754;2026-09-04\|85.05\|-4.98\|90.42\|91.35\|84.31\|257956;2026-09-07\|99.48\|16.97\|86.67\|101.15\|86.00\|553849;2026-09-08\|103.08\|3.62\|99.00\|106.57\|98.08\|435659;2026-09-09\|105.70\|2.54\|105.00\|106.48\|103.00\|333873;2026-09-10\|108.68\|2.82\|105.09\|112.82\|104.00\|373695;2026-09-11\|106.40\|-2.10\|105.96\|107.70\|102.00\|346324;2026-09-14\|109.03\|2.47\|103.59\|112.02\|101.34\|344505;2026-09-15\|112.10\|2.82\|110.00\|118.51\|109.38\|365645;2026-09-16\|111.74\|-0.32\|112.40\|113.89\|108.68\|313024;2026-09-17\|106.92\|-4.31\|111.00\|113.91\|106.57\|328674;2026-09-18\|110.50\|3.35\|111.02\|111.98\|105.30\|322883;2026-09-21\|110.61\|0.10\|112.71\|113.00\|107.13\|271369;2026-09-22\|111.10\|0.44\|114.51\|115.50\|110.42\|258875;2026-09-23\|112.68\|1.42\|113.31\|115.63\|109.50\|243253;2026-09-24\|103.30\|-8.32\|111.90\|111.91\|103.09\|293400;2026-09-28\|93.80\|-9.20\|102.05\|103.17\|93.01\|283760;2026-09-29\|96.15\|2.51\|93.00\|97.55\|92.03\|198301;2026-09-30\|95.25\|-0.94\|97.01\|98.16\|94.00\|169065;2026-10-08\|93.87\|-1.45\|95.80\|99.55\|92.52\|217666;2026-10-09\|87.00\|-7.32\|92.46\|92.83\|82.69\|306228;2026-10-12\|81.41\|-6.43\|86.00\|86.69\|81.00\|237258;2026-10-13\|82.46\|1.29\|75.60\|83.83\|75.00\|257428;2026-10-14\|80.64\|-2.21\|81.89\|84.86\|80.50\|169737;2026-10-15\|78.17\|-3.06\|77.63\|81.79\|75.51\|250847;2026-10-16\|75.59\|-3.30\|80.75\|81.15\|74.82\|201439;2026-10-19\|74.80\|-1.05\|75.00\|76.18\|70.60\|206016;2026-10-20\|77.00\|2.94\|74.85\|78.18\|72.90\|191676;2026-10-21\|75.99\|-1.31\|77.76\|78.97\|75.50\|192020;2026-10-22\|71.84\|-5.46\|77.24\|77.70\|71.84\|190567;2026-10-23\|72.19\|0.49\|70.00\|73.09\|65.80\|255993;2026-10-26\|66.36\|-8.08\|71.00\|71.21\|65.51\|240786;2026-10-27\|62.76\|-5.42\|67.51\|68.98\|62.26\|226244;2026-10-28\|63.48\|1.15\|63.87\|66.60\|62.36\|307803;2026-10-29\|57.80\|-8.95\|62.84\|63.48\|57.60\|270714;2026-10-30\|53.81\|-6.90\|54.58\|58.33\|52.59\|244670;2026-11-02\|52.67\|-2.12\|54.91\|55.42\|51.55\|306618;2026-11-03\|48.86\|-7.23\|51.67\|52.99\|48.11\|258366;2026-11-04\|56.66\|15.96\|49.30\|56.75\|48.00\|478264;2026-11-05\|57.38\|1.27\|54.00\|59.92\|54.00\|374599;2026-11-06\|53.88\|-6.10\|52.00\|56.11\|50.88\|373275;2026-11-09\|52.91\|-1.80\|54.53\|55.30\|51.27\|284010;2026-11-10\|55.32\|4.55\|55.50\|56.69\|53.30\|301641;2026-11-11\|59.73\|7.97\|55.71\|60.10\|54.70\|344731;2026-11-12\|61.19\|2.44\|59.76\|66.16\|59.75\|466467
120456	龙头上半年业绩大增	纳入深证成指+PCB铜箔+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔	2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912;2026-07-13\|119.75\|-9.34\|132.07\|133.50\|119.20\|340301;2026-07-14\|134.21\|12.08\|121.91\|135.15\|120.00\|394283;2026-07-15\|127.40\|-5.07\|136.89\|137.96\|126.19\|302658;2026-07-16\|127.21\|-0.15\|125.11\|133.60\|120.30\|329746;2026-07-17\|129.05\|1.45\|125.06\|132.36\|120.88\|511566;2026-07-20\|103.24\|-20.00\|112.63\|119.00\|103.24\|250469;2026-07-21\|107.54\|4.17\|90.00\|109.47\|82.59\|762126;2026-07-22\|95.36\|-11.33\|100.00\|104.82\|94.00\|623696;2026-07-23\|93.18\|-2.29\|96.16\|99.98\|92.35\|391972;2026-07-24\|90.11\|-3.29\|91.54\|93.98\|89.00\|294466;2026-07-27\|96.88\|7.51\|90.11\|97.30\|87.96\|348525;2026-07-28\|87.66\|-9.52\|94.59\|95.77\|86.63\|302357;2026-07-29\|86.96\|-0.80\|87.66\|90.25\|83.12\|312679;2026-07-30\|79.51\|-8.57\|86.95\|87.46\|77.28\|333684;2026-07-31\|82.62\|3.91\|88.00\|91.79\|82.45\|412719;2026-08-03\|77.66\|-6.00\|81.41\|82.97\|77.37\|271209;2026-08-04\|86.16\|10.95\|79.00\|87.46\|78.21\|365986;2026-08-05\|94.90\|10.14\|84.18\|96.69\|84.01\|432623;2026-08-06\|99.00\|4.32\|94.77\|101.93\|93.00\|499659;2026-08-07\|115.81\|16.98\|100.25\|118.80\|100.00\|793385;2026-08-10\|120.99\|4.47\|118.81\|123.00\|113.21\|792583;2026-08-11\|120.99\|0.00\|117.90\|126.40\|114.12\|616335;2026-08-12\|120.51\|-0.40\|121.96\|122.80\|118.20\|446063;2026-08-13\|119.23\|-1.06\|121.50\|126.35\|118.88\|495534;2026-08-14\|123.05\|3.20\|119.47\|124.09\|117.00\|435058;2026-08-17\|132.22\|7.45\|123.05\|133.88\|121.40\|562457;2026-08-18\|124.21\|-6.06\|129.85\|130.90\|122.85\|487374;2026-08-19\|113.88\|-8.32\|117.68\|123.38\|112.27\|436892;2026-08-20\|113.19\|-0.61\|116.59\|118.99\|111.10\|341255;2026-08-21\|114.80\|1.42\|112.22\|115.92\|110.08\|273594;2026-08-24\|111.11\|-3.21\|114.22\|114.90\|106.33\|280089;2026-08-25\|110.53\|-0.52\|110.00\|111.80\|106.00\|238582;2026-08-26\|107.82\|-2.45\|111.27\|111.71\|106.01\|237025;2026-08-27\|114.53\|6.22\|110.03\|115.36\|106.80\|375372;2026-08-28\|114.39\|-0.12\|113.15\|119.48\|113.01\|376571;2026-08-31\|123.97\|8.37\|111.50\|123.97\|111.10\|499219;2026-09-01\|114.23\|-7.86\|121.51\|122.00\|113.50\|361451;2026-09-02\|108.89\|-4.67\|108.51\|111.65\|107.00\|229385;2026-09-03\|104.84\|-3.72\|111.11\|112.20\|103.01\|269314;2026-09-04\|100.87\|-3.79\|106.02\|106.95\|99.66\|261277;2026-09-07\|106.99\|6.07\|102.58\|108.85\|101.50\|328864;2026-09-08\|105.50\|-1.39\|107.50\|109.31\|104.06\|281618;2026-09-09\|107.21\|1.62\|107.62\|110.54\|106.00\|270673;2026-09-10\|108.45\|1.16\|107.00\|111.60\|105.50\|292396;2026-09-11\|107.25\|-1.11\|105.52\|108.72\|101.55\|301683;2026-09-14\|108.70\|1.35\|104.50\|111.68\|103.01\|262673;2026-09-15\|113.61\|4.52\|108.72\|116.27\|108.72\|376381;2026-09-16\|114.56\|0.84\|113.52\|116.60\|110.30\|346162;2026-09-17\|111.85\|-2.37\|113.60\|118.60\|111.80\|317058;2026-09-18\|113.29\|1.29\|115.01\|118.04\|110.56\|314228;2026-09-21\|111.53\|-1.55\|113.03\|114.59\|111.12\|243910;2026-09-22\|114.54\|2.70\|113.55\|116.88\|113.14\|329694;2026-09-23\|119.23\|4.09\|112.88\|119.50\|111.39\|427220;2026-09-24\|112.30\|-5.81\|117.01\|119.00\|112.25\|289738;2026-09-28\|100.50\|-10.51\|110.00\|110.06\|98.80\|236100;2026-09-29\|102.25\|1.74\|99.00\|103.33\|98.40\|155257;2026-09-30\|99.56\|-2.63\|103.11\|103.81\|99.08\|155844;2026-10-08\|99.70\|0.14\|100.88\|104.18\|98.06\|185378;2026-10-09\|94.61\|-5.11\|97.44\|97.76\|89.99\|250815;2026-10-12\|90.26\|-4.60\|95.14\|95.14\|90.01\|136118;2026-10-13\|93.00\|3.04\|86.54\|94.30\|85.26\|199082;2026-10-14\|91.81\|-1.28\|92.22\|96.30\|91.60\|158880;2026-10-15\|89.25\|-2.79\|88.00\|92.13\|87.44\|155276;2026-10-16\|85.42\|-4.29\|91.21\|91.70\|84.31\|178704;2026-10-19\|84.77\|-0.76\|85.39\|86.17\|81.16\|144815;2026-10-20\|86.46\|1.99\|84.58\|87.68\|83.38\|128812;2026-10-21\|86.71\|0.29\|87.85\|89.80\|86.31\|118646;2026-10-22\|81.65\|-5.84\|86.80\|87.20\|81.60\|139045;2026-10-23\|82.52\|1.07\|80.64\|82.99\|75.73\|181364;2026-10-26\|77.30\|-6.26\|81.71\|81.97\|77.00\|129812;2026-10-27\|74.20\|-4.01\|78.85\|79.93\|74.20\|124124;2026-10-28\|77.92\|5.01\|76.01\|79.30\|75.70\|171243;2026-10-29\|71.44\|-8.32\|76.99\|78.20\|71.33\|171835;2026-10-30\|67.50\|-5.52\|68.00\|72.80\|66.20\|186832;2026-11-02\|68.09\|0.87\|68.86\|69.48\|66.33\|167965;2026-11-03\|63.12\|-7.30\|67.47\|68.41\|62.90\|172996;2026-11-04\|72.01\|14.08\|63.26\|72.22\|61.88\|273057;2026-11-05\|72.67\|0.92\|68.81\|75.48\|68.81\|250338;2026-11-06\|69.15\|-4.84\|67.00\|71.34\|66.60\|197496;2026-11-09\|68.52\|-0.91\|70.19\|71.11\|68.38\|139521;2026-11-10\|70.08\|2.28\|70.22\|71.96\|69.30\|153396;2026-11-11\|73.40\|4.74\|70.10\|73.95\|69.60\|199757;2026-11-12\|71.64\|-2.40\|73.10\|77.50\|71.63\|286901
120455	龙头上半年业绩大增	涨停揭秘：可能受基建投资加码及矿山、隧道掘进设备需求回暖催化，凿岩工具出口与国内替换双轮驱动；涨停缘由：公司凿岩工具广泛应用于铁路隧道、矿山开采等场景；一季度基建实物工作量加速形成，带动上游工具耗材需求；资金逻辑：资金挖掘顺周期制造细分龙头，叠加次新+专精特新标签，换手充分利于游资接力；风险提示：海外市场拓展存在汇率与地缘政治扰动，国内矿山资本开支恢复力度有待观察	1、公司预计上半年归母净利润同比增长425%至524%，本次业绩变动主要系公司抓住全球矿业及高端机械加工需求机遇，产品销量增长，同时受原材料价格上涨影响，公司通过产品价格调整提升盈利空间，量价双升及并购协同效应释放共同驱动业绩增长； 2、公司PCB钻针棒材通过国内知名AI服务器板厂商批量测试验证，预计三年内月产能达1亿支	2026-07-03\|110.45\|1.81\|105.92\|115.60\|102.00\|235130;2026-07-06\|92.88\|-15.91\|110.37\|112.22\|92.81\|298368;2026-07-07\|87.54\|-5.75\|91.90\|95.55\|86.00\|251465;2026-07-08\|82.06\|-6.26\|87.12\|88.50\|82.00\|193035;2026-07-09\|85.27\|3.91\|83.70\|85.58\|78.87\|185424;2026-07-10\|82.32\|-3.46\|88.97\|91.59\|81.90\|232012;2026-07-13\|76.02\|-7.65\|79.46\|82.88\|75.30\|173370;2026-07-14\|85.55\|12.54\|77.00\|87.30\|77.00\|210444;2026-07-15\|80.06\|-6.42\|85.89\|88.56\|79.94\|163354;2026-07-16\|77.97\|-2.61\|78.00\|83.17\|76.50\|159548;2026-07-17\|68.08\|-12.68\|76.79\|77.96\|68.08\|219594;2026-07-20\|58.44\|-14.16\|72.00\|72.50\|54.46\|295779;2026-07-21\|65.39\|11.89\|59.61\|65.88\|51.66\|281259;2026-07-22\|61.40\|-6.10\|64.39\|67.98\|61.02\|210887;2026-07-23\|60.68\|-1.17\|61.98\|65.24\|59.34\|153061;2026-07-24\|57.95\|-4.50\|59.35\|60.82\|56.91\|136469;2026-07-27\|61.00\|5.26\|58.54\|61.24\|56.48\|140229;2026-07-28\|54.87\|-10.05\|59.75\|60.88\|54.30\|155136;2026-07-29\|53.55\|-2.41\|54.89\|56.10\|50.15\|199558;2026-07-30\|47.79\|-10.76\|53.85\|54.50\|47.00\|205750;2026-07-31\|50.80\|6.30\|52.49\|56.30\|50.60\|222707;2026-08-03\|47.44\|-6.61\|50.23\|51.80\|46.98\|183734;2026-08-04\|51.40\|8.35\|48.00\|51.98\|47.30\|184867;2026-08-05\|56.47\|9.86\|51.00\|57.78\|51.00\|241771;2026-08-06\|58.88\|4.27\|55.52\|60.65\|55.01\|227656;2026-08-07\|63.00\|7.00\|58.86\|63.65\|58.00\|261972;2026-08-10\|62.21\|-1.25\|62.92\|63.88\|60.17\|194062;2026-08-11\|60.30\|-3.07\|61.15\|62.16\|59.20\|141494;2026-08-12\|61.23\|1.54\|60.50\|62.37\|59.95\|131722;2026-08-13\|59.50\|-2.83\|62.80\|63.20\|59.33\|150011;2026-08-14\|60.81\|2.20\|59.71\|61.42\|59.12\|106133;2026-08-17\|66.00\|8.53\|60.98\|66.15\|60.40\|183161;2026-08-18\|64.78\|-1.85\|65.00\|66.86\|63.38\|183733;2026-08-19\|57.15\|-11.78\|62.25\|62.84\|56.69\|192680;2026-08-20\|57.10\|-0.09\|58.35\|59.17\|56.01\|124194;2026-08-21\|58.05\|1.66\|56.73\|58.87\|55.63\|100112;2026-08-24\|54.64\|-5.87\|58.89\|59.23\|53.00\|170018;2026-08-25\|54.32\|-0.59\|53.75\|55.26\|51.68\|135532;2026-08-26\|52.80\|-2.80\|54.49\|55.20\|51.27\|157956;2026-08-27\|57.10\|8.14\|53.65\|57.69\|53.51\|186066;2026-08-28\|56.55\|-0.96\|57.12\|59.15\|56.52\|155571;2026-08-31\|57.38\|1.47\|56.14\|57.70\|55.20\|118252;2026-09-01\|54.07\|-5.77\|56.90\|57.17\|53.64\|144103;2026-09-02\|52.70\|-2.53\|52.81\|53.88\|52.00\|110738;2026-09-03\|53.12\|0.80\|53.05\|54.27\|51.94\|107869;2026-09-04\|51.11\|-3.78\|53.69\|54.69\|50.62\|113919;2026-09-07\|52.80\|3.31\|51.44\|53.50\|51.20\|131880;2026-09-08\|53.10\|0.57\|52.69\|53.58\|51.38\|138490;2026-09-09\|52.38\|-1.36\|53.92\|54.44\|51.98\|95596;2026-09-10\|51.73\|-1.24\|51.80\|53.16\|51.15\|77624;2026-09-11\|50.74\|-1.91\|50.98\|51.43\|48.98\|103401;2026-09-14\|51.38\|1.26\|50.29\|52.47\|49.14\|81095;2026-09-15\|53.57\|4.26\|52.00\|55.45\|51.67\|152300;2026-09-16\|55.93\|4.41\|53.77\|56.69\|53.31\|157573;2026-09-17\|54.67\|-2.25\|56.00\|56.63\|54.50\|114797;2026-09-18\|58.20\|6.46\|57.09\|58.70\|54.67\|190705;2026-09-21\|59.57\|2.35\|57.70\|60.66\|57.70\|198615;2026-09-22\|58.42\|-1.93\|60.58\|60.89\|58.06\|152382;2026-09-23\|60.91\|4.26\|59.03\|62.50\|58.21\|159727;2026-09-24\|58.21\|-4.43\|61.14\|61.33\|58.21\|100238;2026-09-28\|54.52\|-6.34\|57.88\|58.74\|54.00\|145363;2026-09-29\|55.52\|1.83\|54.92\|56.95\|53.71\|109148;2026-09-30\|53.58\|-3.49\|55.60\|56.14\|53.37\|88625;2026-10-08\|50.50\|-5.75\|53.50\|53.95\|49.91\|101576;2026-10-09\|48.30\|-4.36\|51.34\|51.34\|46.24\|128902;2026-10-12\|44.20\|-8.49\|47.97\|48.18\|44.00\|171544;2026-10-13\|44.03\|-0.38\|42.80\|45.08\|40.60\|178440;2026-10-14\|42.87\|-2.63\|44.01\|45.20\|42.62\|114943;2026-10-15\|39.60\|-7.63\|40.57\|41.40\|39.00\|136034;2026-10-16\|39.45\|-0.38\|41.00\|42.05\|39.03\|138783;2026-10-19\|36.84\|-6.62\|38.35\|38.90\|34.75\|246349;2026-10-20\|37.87\|2.80\|36.61\|38.97\|36.21\|194531;2026-10-21\|37.63\|-0.63\|38.20\|39.19\|37.42\|114910;2026-10-22\|35.20\|-6.46\|37.85\|37.99\|34.96\|122100;2026-10-23\|35.96\|2.16\|34.78\|36.36\|32.22\|174674;2026-10-26\|33.64\|-6.45\|35.85\|35.85\|33.08\|145569;2026-10-27\|32.20\|-4.28\|34.50\|35.49\|32.20\|130702;2026-10-28\|34.07\|5.81\|32.86\|34.40\|32.50\|157931;2026-10-29\|31.68\|-7.01\|34.29\|34.95\|31.60\|130105;2026-10-30\|29.05\|-8.30\|30.38\|31.59\|29.02\|183710;2026-11-02\|29.77\|2.48\|29.83\|30.28\|28.85\|191266;2026-11-03\|27.68\|-7.02\|29.50\|29.90\|27.56\|164539;2026-11-04\|31.54\|13.95\|28.23\|31.69\|27.23\|237962;2026-11-05\|32.48\|2.98\|30.71\|33.55\|30.48\|238251;2026-11-06\|31.36\|-3.45\|30.48\|31.85\|29.75\|189368;2026-11-09\|31.21\|-0.48\|31.99\|32.33\|31.04\|137689;2026-11-10\|32.20\|3.17\|32.39\|32.87\|31.85\|145305;2026-11-11\|34.74\|7.89\|32.00\|34.97\|31.85\|183624;2026-11-12\|33.61\|-3.25\|34.97\|36.24\|33.52\|202251
120454	龙头上半年业绩大增	PCB钻针+AI算力+业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	1、公司上半年净利润同比预增301%至338%，业绩高速增长主要来自两方面驱动：一方面2026年上半年下游PCB客户对精密刀具及研磨抛光材料的采购需求持续保持旺盛，公司紧抓行业景气窗口，通过深化技术迭代与客户协同，推动高附加值产品渗透率进一步提升，产品结构持续向高端化发展；另一方面公司产能爬坡效率显著改善，规模效应逐步释放； 2、公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商	2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230;2026-07-13\|437.70\|-6.26\|465.52\|466.69\|431.00\|60164;2026-07-14\|495.85\|13.29\|445.80\|499.58\|442.00\|70076;2026-07-15\|467.88\|-5.64\|503.66\|505.50\|466.15\|52072;2026-07-16\|463.19\|-1.00\|452.88\|481.94\|449.55\|44970;2026-07-17\|425.00\|-8.24\|454.87\|462.00\|420.01\|52094;2026-07-20\|372.00\|-12.47\|441.00\|444.83\|351.10\|65683;2026-07-21\|416.50\|11.96\|380.01\|419.60\|351.90\|60537;2026-07-22\|401.38\|-3.63\|410.05\|434.44\|397.01\|48415;2026-07-23\|402.10\|0.18\|408.00\|423.00\|395.00\|35355;2026-07-24\|396.60\|-1.37\|392.66\|406.66\|386.00\|29358;2026-07-27\|414.38\|4.48\|399.61\|417.27\|390.90\|46094;2026-07-28\|372.81\|-10.03\|402.45\|402.45\|369.00\|40317;2026-07-29\|361.28\|-3.09\|374.40\|383.00\|346.54\|41501;2026-07-30\|333.00\|-7.83\|357.45\|364.89\|323.59\|49295;2026-07-31\|350.10\|5.14\|370.70\|391.00\|349.02\|47514;2026-08-03\|335.00\|-4.31\|346.00\|351.95\|325.82\|38329;2026-08-04\|375.71\|12.15\|336.60\|379.50\|331.01\|56898;2026-08-05\|416.07\|10.74\|365.51\|422.97\|360.42\|62240;2026-08-06\|428.00\|2.87\|411.01\|448.00\|401.88\|64299;2026-08-07\|451.84\|5.57\|431.65\|469.60\|428.35\|64657;2026-08-10\|437.45\|-3.18\|450.00\|461.04\|422.00\|52716;2026-08-11\|429.01\|-1.93\|430.00\|445.00\|426.30\|30846;2026-08-12\|449.57\|4.79\|429.01\|459.57\|429.01\|38041;2026-08-13\|445.00\|-1.02\|460.00\|479.88\|443.50\|39802;2026-08-14\|447.80\|0.63\|445.01\|453.97\|434.87\|29319;2026-08-17\|462.90\|3.37\|452.00\|465.80\|445.10\|33078;2026-08-18\|471.00\|1.75\|463.01\|486.66\|460.00\|43228;2026-08-19\|429.93\|-8.72\|452.82\|458.00\|423.00\|45593;2026-08-20\|412.00\|-4.17\|436.02\|439.00\|408.43\|38892;2026-08-21\|416.50\|1.09\|413.97\|425.78\|404.11\|29638;2026-08-24\|393.01\|-5.64\|416.50\|422.00\|382.66\|41505;2026-08-25\|392.60\|-0.10\|388.88\|404.40\|386.01\|28302;2026-08-26\|394.60\|0.51\|400.05\|401.00\|386.00\|23884;2026-08-27\|416.97\|5.67\|398.55\|418.50\|394.01\|30293;2026-08-28\|406.38\|-2.54\|415.00\|424.23\|402.74\|26907;2026-08-31\|419.86\|3.32\|396.40\|425.00\|396.01\|40850;2026-09-01\|388.13\|-7.56\|415.67\|419.80\|386.00\|39513;2026-09-02\|387.90\|-0.06\|383.54\|394.78\|380.00\|24981;2026-09-03\|390.00\|0.54\|390.80\|395.50\|382.30\|23799;2026-09-04\|376.21\|-3.54\|390.02\|398.80\|372.24\|22084;2026-09-07\|396.76\|5.46\|382.99\|399.60\|377.01\|27785;2026-09-08\|399.00\|0.56\|399.27\|409.63\|389.18\|29052;2026-09-09\|392.00\|-1.75\|401.55\|406.50\|390.25\|21827;2026-09-10\|391.31\|-0.18\|387.68\|400.98\|383.03\|16781;2026-09-11\|390.30\|-0.26\|385.99\|393.66\|373.46\|20612;2026-09-14\|384.99\|-1.36\|383.28\|391.68\|378.00\|21065;2026-09-15\|402.40\|4.52\|388.96\|408.20\|382.69\|28881;2026-09-16\|408.88\|1.61\|404.21\|412.95\|396.00\|28258;2026-09-17\|399.20\|-2.37\|409.48\|419.30\|398.78\|25796;2026-09-18\|408.89\|2.43\|409.22\|412.00\|398.41\|23351;2026-09-21\|399.85\|-2.21\|416.97\|417.99\|395.18\|29927;2026-09-22\|398.00\|-0.46\|406.00\|419.99\|397.80\|35825;2026-09-23\|392.36\|-1.42\|400.89\|401.78\|391.06\|29163;2026-09-24\|378.99\|-3.16\|388.02\|391.08\|378.00\|23670;2026-09-28\|350.31\|-7.57\|377.14\|382.99\|343.67\|32954;2026-09-29\|348.72\|-0.45\|346.91\|352.78\|342.00\|23595;2026-09-30\|341.00\|-2.21\|352.21\|354.40\|339.32\|19242;2026-10-08\|333.64\|-2.16\|346.00\|351.00\|330.80\|22661;2026-10-09\|309.50\|-7.24\|334.01\|335.43\|294.05\|53452;2026-10-12\|299.73\|-3.16\|307.83\|315.60\|299.56\|42849;2026-10-13\|299.00\|-0.24\|293.47\|302.91\|279.00\|37885;2026-10-14\|293.26\|-1.92\|300.37\|312.17\|291.71\|30451;2026-10-15\|272.54\|-7.07\|275.85\|281.51\|270.37\|40815;2026-10-16\|269.60\|-1.08\|282.58\|286.73\|266.68\|37028;2026-10-19\|261.70\|-2.93\|268.13\|271.99\|252.10\|32302;2026-10-20\|257.07\|-1.77\|259.47\|268.47\|254.09\|32289;2026-10-21\|263.00\|2.31\|260.15\|271.85\|260.15\|29593;2026-10-22\|244.00\|-7.22\|263.00\|267.99\|243.11\|35248;2026-10-23\|246.00\|0.82\|235.32\|248.00\|221.64\|51029;2026-10-26\|224.87\|-8.59\|241.58\|243.54\|222.40\|51829;2026-10-27\|210.95\|-6.19\|229.01\|231.00\|209.51\|38562;2026-10-28\|222.70\|5.57\|217.01\|226.50\|215.40\|41976;2026-10-29\|202.10\|-9.25\|222.72\|225.37\|201.50\|41832;2026-10-30\|189.81\|-6.08\|189.17\|205.87\|184.51\|48568;2026-11-02\|198.00\|4.31\|193.60\|201.98\|185.21\|60524;2026-11-03\|181.55\|-8.31\|196.02\|198.47\|179.04\|42844;2026-11-04\|200.51\|10.44\|181.60\|202.00\|172.24\|77243;2026-11-05\|202.01\|0.75\|196.50\|212.00\|189.53\|65641;2026-11-06\|191.37\|-5.27\|186.01\|198.40\|179.76\|50660;2026-11-09\|190.51\|-0.45\|195.20\|196.00\|185.04\|38228;2026-11-10\|192.54\|1.07\|195.20\|200.69\|191.80\|37772;2026-11-11\|209.46\|8.79\|193.00\|211.63\|192.11\|49507;2026-11-12\|214.60\|2.45\|210.84\|232.90\|209.46\|75061
120453	龙头上半年业绩大增	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406;2026-07-13\|45.70\|-10.72\|50.68\|51.88\|45.62\|65398;2026-07-14\|51.86\|13.48\|46.53\|52.62\|45.99\|145853;2026-07-15\|48.50\|-6.48\|52.01\|53.99\|48.16\|137929;2026-07-16\|58.20\|20.00\|49.00\|58.20\|48.51\|110575;2026-07-17\|49.58\|-14.81\|53.23\|54.88\|47.40\|253234;2026-07-20\|39.66\|-20.01\|50.50\|50.68\|39.66\|180971;2026-07-21\|41.99\|5.87\|38.37\|42.33\|32.38\|229259;2026-07-22\|39.59\|-5.72\|39.69\|42.50\|39.20\|164673;2026-07-23\|39.45\|-0.35\|39.58\|41.80\|38.95\|99031;2026-07-24\|38.39\|-2.69\|38.60\|40.60\|38.03\|84335;2026-07-27\|41.52\|8.15\|38.53\|41.86\|37.60\|98681;2026-07-28\|40.72\|-1.93\|40.57\|44.99\|40.11\|128528;2026-07-29\|40.18\|-1.33\|40.72\|43.38\|38.25\|147097;2026-07-30\|36.70\|-8.66\|38.51\|40.42\|36.47\|117728;2026-07-31\|38.19\|4.06\|40.00\|41.30\|38.10\|111432;2026-08-03\|38.14\|-0.13\|38.01\|40.11\|37.55\|85830;2026-08-04\|41.44\|8.65\|38.50\|41.66\|37.71\|100073;2026-08-05\|44.00\|6.18\|41.06\|44.66\|40.32\|112425;2026-08-06\|45.11\|2.52\|42.64\|46.10\|42.25\|111289;2026-08-07\|49.80\|10.40\|46.20\|53.38\|45.30\|206425;2026-08-10\|47.74\|-4.14\|49.72\|50.23\|46.60\|159620;2026-08-11\|47.49\|-0.52\|46.71\|48.88\|46.71\|97747;2026-08-12\|49.15\|3.50\|46.96\|49.66\|46.96\|78243;2026-08-13\|47.77\|-2.81\|49.47\|50.26\|47.74\|80765;2026-08-14\|49.19\|2.97\|47.77\|49.30\|47.47\|63810;2026-08-17\|51.35\|4.39\|49.20\|51.52\|48.78\|76112;2026-08-18\|50.45\|-1.75\|50.91\|51.82\|49.30\|62930;2026-08-19\|45.77\|-9.28\|48.97\|49.20\|45.33\|58756;2026-08-20\|45.91\|0.31\|46.78\|47.77\|45.31\|48578;2026-08-21\|46.85\|2.05\|45.35\|47.99\|44.29\|49642;2026-08-24\|45.05\|-3.84\|46.40\|46.71\|43.28\|47651;2026-08-25\|45.90\|1.89\|44.00\|46.81\|42.80\|48054;2026-08-26\|44.66\|-2.70\|46.03\|46.13\|43.10\|49925;2026-08-27\|46.63\|4.41\|44.67\|47.45\|44.00\|54815;2026-08-28\|46.22\|-0.88\|46.07\|47.85\|46.07\|53622;2026-08-31\|48.58\|5.11\|44.86\|49.46\|44.75\|71796;2026-09-01\|45.60\|-6.13\|48.61\|48.65\|45.09\|63192;2026-09-02\|44.32\|-2.81\|45.00\|45.35\|43.95\|36049;2026-09-03\|44.38\|0.14\|44.99\|45.28\|43.29\|32269;2026-09-04\|42.70\|-3.79\|44.96\|46.00\|42.23\|41473;2026-09-07\|46.74\|9.46\|43.20\|47.15\|42.70\|75200;2026-09-08\|46.45\|-0.62\|46.46\|48.50\|46.03\|56668;2026-09-09\|49.00\|5.49\|47.91\|51.00\|46.60\|110087;2026-09-10\|56.49\|15.29\|48.17\|58.80\|47.93\|203043;2026-09-11\|60.60\|7.28\|57.07\|64.28\|56.50\|269707;2026-09-14\|58.88\|-2.84\|58.62\|60.34\|56.21\|194876;2026-09-15\|58.50\|-0.65\|58.70\|61.78\|57.66\|199113;2026-09-16\|57.62\|-1.50\|58.30\|58.50\|55.80\|170912;2026-09-17\|56.26\|-2.36\|56.43\|58.36\|55.90\|109854;2026-09-18\|57.00\|1.32\|58.40\|60.15\|55.42\|125438;2026-09-21\|58.14\|2.00\|56.37\|59.00\|56.37\|114128;2026-09-22\|63.11\|8.55\|62.22\|68.00\|59.68\|255660;2026-09-23\|65.52\|3.82\|61.20\|67.80\|60.33\|241420;2026-09-24\|58.43\|-10.82\|63.00\|63.60\|58.37\|176735;2026-09-28\|53.54\|-8.37\|57.31\|57.88\|52.76\|133099;2026-09-29\|55.26\|3.21\|52.08\|56.20\|52.08\|113528;2026-09-30\|52.07\|-5.77\|55.28\|55.80\|51.80\|111324;2026-10-08\|51.29\|-1.50\|52.10\|54.46\|50.78\|71851;2026-10-09\|48.48\|-5.48\|50.78\|51.00\|46.10\|89929;2026-10-12\|46.08\|-4.95\|47.83\|48.00\|45.90\|59115;2026-10-13\|49.17\|6.71\|44.29\|49.99\|43.10\|102076;2026-10-14\|50.06\|1.81\|49.20\|52.82\|49.00\|130092;2026-10-15\|53.35\|6.57\|48.00\|55.55\|46.76\|160060;2026-10-16\|47.70\|-10.59\|52.43\|53.30\|47.00\|136406;2026-10-19\|48.70\|2.10\|47.26\|49.94\|45.11\|107424;2026-10-20\|48.10\|-1.23\|48.39\|50.40\|46.90\|84878;2026-10-21\|46.71\|-2.89\|48.11\|48.80\|46.50\|81161;2026-10-22\|43.06\|-7.81\|47.00\|47.00\|43.06\|73709;2026-10-23\|44.30\|2.88\|41.45\|44.43\|38.63\|104560;2026-10-26\|40.92\|-7.63\|42.31\|43.18\|40.57\|78856;2026-10-27\|39.06\|-4.55\|41.88\|42.28\|39.00\|55916;2026-10-28\|40.58\|3.89\|40.40\|42.65\|39.25\|78490;2026-10-29\|38.03\|-6.28\|39.66\|41.50\|38.01\|62884;2026-10-30\|37.51\|-1.37\|36.46\|40.38\|35.52\|83120;2026-11-02\|37.64\|0.35\|37.52\|39.61\|36.31\|81524;2026-11-03\|35.30\|-6.22\|36.81\|38.29\|35.02\|67848;2026-11-04\|38.10\|7.93\|35.82\|38.28\|34.53\|88087;2026-11-05\|38.70\|1.57\|37.23\|39.58\|36.81\|79014;2026-11-06\|37.30\|-3.62\|36.01\|38.48\|35.77\|54927;2026-11-09\|37.80\|1.34\|38.00\|38.70\|36.82\|55431;2026-11-10\|38.19\|1.03\|39.00\|39.30\|37.93\|54198;2026-11-11\|39.96\|4.63\|38.01\|40.14\|38.01\|68496;2026-11-12\|38.83\|-2.83\|39.88\|40.87\|38.80\|62928
120452	龙头上半年业绩大增	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	1、公司上半年归母净利润预计同比增长104%至114%，业绩变动主要系受益于AI算力及高速通信等下游领域高景气需求，公司聚焦高端市场，优化产品结构，智能算力中心项目高效落地并释放效益； 2、国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707;2026-09-16\|124.20\|-1.34\|125.20\|127.98\|122.28\|210708;2026-09-17\|120.35\|-3.10\|124.00\|126.90\|119.50\|191642;2026-09-18\|121.20\|0.71\|122.80\|123.50\|117.51\|177087;2026-09-21\|120.86\|-0.28\|122.05\|125.00\|118.70\|176016;2026-09-22\|118.19\|-2.21\|122.78\|123.97\|117.18\|173907;2026-09-23\|119.00\|0.69\|118.18\|121.82\|117.51\|155491;2026-09-24\|114.08\|-4.13\|117.08\|119.60\|113.38\|151465;2026-09-28\|105.96\|-7.12\|113.51\|113.53\|105.18\|147074;2026-09-29\|110.50\|4.28\|105.29\|111.63\|105.00\|138145;2026-09-30\|108.00\|-2.26\|112.53\|112.70\|107.50\|78904;2026-10-08\|105.22\|-2.57\|108.04\|111.69\|103.70\|130490;2026-10-09\|101.20\|-3.82\|103.12\|103.69\|95.16\|166309;2026-10-12\|96.03\|-5.11\|99.80\|101.76\|95.88\|107317;2026-10-13\|100.62\|4.78\|92.00\|101.98\|91.00\|153346;2026-10-14\|99.86\|-0.76\|100.00\|103.73\|99.08\|120664;2026-10-15\|97.65\|-2.21\|94.71\|99.66\|94.70\|118627;2026-10-16\|95.25\|-2.46\|99.84\|99.84\|93.39\|112845;2026-10-19\|93.00\|-2.36\|94.00\|94.99\|89.13\|119062;2026-10-20\|93.10\|0.11\|92.04\|96.60\|91.52\|99518;2026-10-21\|93.24\|0.15\|94.50\|96.75\|92.78\|86878;2026-10-22\|86.45\|-7.28\|94.21\|94.50\|86.01\|141148;2026-10-23\|87.28\|0.96\|85.00\|87.68\|80.28\|137613;2026-10-26\|81.09\|-7.09\|86.10\|86.53\|80.05\|144750;2026-10-27\|77.55\|-4.37\|82.72\|84.18\|77.50\|105922;2026-10-28\|80.70\|4.06\|79.40\|81.99\|78.40\|129727;2026-10-29\|71.50\|-11.40\|79.51\|79.97\|71.28\|161945;2026-10-30\|65.33\|-8.63\|67.84\|70.77\|64.45\|208781;2026-11-02\|65.43\|0.15\|66.64\|67.60\|63.73\|159927;2026-11-03\|60.45\|-7.61\|64.13\|65.20\|59.58\|175410;2026-11-04\|68.59\|13.47\|61.65\|68.80\|59.97\|205428;2026-11-05\|67.25\|-1.95\|65.15\|69.75\|64.64\|184118;2026-11-06\|61.61\|-8.39\|62.88\|64.26\|60.00\|186098;2026-11-09\|62.81\|1.95\|62.83\|64.95\|60.83\|149337;2026-11-10\|64.58\|2.82\|66.00\|67.40\|64.33\|149129;2026-11-11\|69.98\|8.36\|64.17\|70.61\|64.09\|205557;2026-11-12\|70.47\|0.70\|69.55\|75.99\|69.01\|250562
120451	龙头上半年业绩大增	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|33.96\|-10.09\|36.41\|37.45\|33.22\|1840849;2026-07-14\|39.08\|15.08\|33.67\|40.00\|33.61\|1993001;2026-07-15\|37.00\|-5.32\|40.09\|41.28\|36.71\|1473310;2026-07-16\|34.80\|-5.95\|35.39\|37.12\|33.82\|1410418;2026-07-17\|31.59\|-9.22\|34.20\|34.99\|31.00\|1449885;2026-07-20\|26.70\|-15.48\|33.00\|33.47\|25.44\|2012075;2026-07-21\|29.80\|11.61\|27.55\|30.36\|24.05\|2207243;2026-07-22\|27.29\|-8.42\|29.02\|30.28\|27.16\|1835087;2026-07-23\|26.71\|-2.13\|27.78\|29.20\|26.51\|1339341;2026-07-24\|25.70\|-3.78\|26.23\|26.79\|25.35\|1077856;2026-07-27\|30.84\|20.00\|26.13\|30.84\|25.99\|2255540;2026-07-28\|28.87\|-6.39\|30.90\|31.09\|28.44\|1907060;2026-07-29\|30.20\|4.61\|28.89\|31.25\|27.73\|3121036;2026-07-30\|32.93\|9.04\|29.88\|35.47\|29.68\|3649861;2026-07-31\|31.99\|-2.85\|35.88\|36.80\|31.89\|3216851;2026-08-03\|27.88\|-12.85\|30.88\|31.30\|27.30\|2366646;2026-08-04\|29.98\|7.53\|27.76\|30.84\|27.30\|2404133;2026-08-05\|34.19\|14.04\|28.80\|35.00\|28.78\|2930915;2026-08-06\|35.20\|2.95\|32.89\|36.39\|32.89\|2465042;2026-08-07\|38.32\|8.86\|35.83\|40.69\|34.60\|3005330;2026-08-10\|38.12\|-0.52\|38.34\|38.74\|36.20\|2503647;2026-08-11\|39.39\|3.33\|37.79\|40.54\|36.81\|2334167;2026-08-12\|38.75\|-1.62\|38.37\|39.72\|37.88\|1703115;2026-08-13\|36.44\|-5.96\|39.51\|40.30\|36.31\|2072717;2026-08-14\|37.19\|2.06\|36.53\|37.68\|36.03\|1461518;2026-08-17\|38.45\|3.39\|37.31\|38.62\|36.92\|1768502;2026-08-18\|37.33\|-2.91\|37.96\|38.93\|36.75\|1507195;2026-08-19\|33.79\|-9.48\|35.00\|36.60\|33.50\|1506684;2026-08-20\|32.49\|-3.85\|34.35\|34.70\|31.89\|1595760;2026-08-21\|32.43\|-0.18\|32.49\|32.85\|31.13\|1259450;2026-08-24\|30.09\|-7.22\|32.03\|32.20\|29.04\|1660956;2026-08-25\|30.15\|0.20\|29.55\|30.94\|28.87\|1069712;2026-08-26\|29.62\|-1.76\|30.34\|30.49\|29.15\|860910;2026-08-27\|31.14\|5.13\|29.91\|31.50\|29.60\|1510528;2026-08-28\|30.20\|-3.02\|30.68\|32.21\|30.12\|1585323;2026-08-31\|31.00\|2.65\|28.74\|31.09\|28.70\|1328509;2026-09-01\|28.15\|-9.19\|31.82\|31.99\|28.15\|1891928;2026-09-02\|27.85\|-1.07\|27.48\|28.75\|27.19\|1155535;2026-09-03\|27.32\|-1.90\|28.13\|28.30\|26.82\|1160168;2026-09-04\|26.38\|-3.44\|27.65\|27.75\|26.08\|981263;2026-09-07\|27.45\|4.06\|26.65\|27.69\|26.54\|1032297;2026-09-08\|27.12\|-1.20\|27.39\|28.18\|26.96\|1069880;2026-09-09\|27.55\|1.59\|27.57\|28.43\|27.18\|1214267;2026-09-10\|29.42\|6.79\|27.88\|29.62\|27.31\|2107479;2026-09-11\|30.69\|4.32\|28.84\|31.25\|27.30\|2301338;2026-09-14\|30.85\|0.52\|29.80\|32.06\|29.37\|1872994;2026-09-15\|31.80\|3.08\|30.85\|33.53\|30.58\|1979403;2026-09-16\|32.05\|0.79\|31.42\|32.50\|30.65\|1782094;2026-09-17\|32.16\|0.34\|32.05\|34.79\|32.00\|2125584;2026-09-18\|31.18\|-3.05\|33.51\|33.95\|30.39\|1852970;2026-09-21\|31.32\|0.45\|30.88\|32.28\|30.88\|1377483;2026-09-22\|31.00\|-1.02\|31.60\|32.59\|30.85\|1303369;2026-09-23\|30.31\|-2.23\|30.68\|31.24\|30.16\|963162;2026-09-24\|29.21\|-3.63\|30.03\|30.50\|29.21\|815982;2026-09-28\|27.66\|-5.31\|29.07\|29.16\|27.28\|819084;2026-09-29\|27.72\|0.22\|27.69\|27.99\|27.22\|620525;2026-09-30\|26.97\|-2.71\|28.00\|28.19\|26.85\|658944;2026-10-08\|26.54\|-1.59\|27.03\|27.80\|26.32\|647491;2026-10-09\|25.28\|-4.75\|26.41\|26.54\|23.91\|1015464;2026-10-12\|24.18\|-4.35\|25.29\|25.50\|24.16\|700350;2026-10-13\|24.38\|0.83\|23.20\|24.76\|22.71\|805816;2026-10-14\|23.35\|-4.22\|24.18\|24.65\|23.34\|668462;2026-10-15\|22.26\|-4.67\|22.34\|22.85\|22.05\|743334;2026-10-16\|21.86\|-1.80\|22.83\|22.94\|21.61\|733578;2026-10-19\|21.18\|-3.11\|22.00\|22.14\|20.40\|752198;2026-10-20\|21.79\|2.88\|21.26\|22.45\|20.80\|853487;2026-10-21\|21.89\|0.46\|22.13\|22.80\|21.70\|713803;2026-10-22\|20.61\|-5.85\|22.00\|22.26\|20.61\|674893;2026-10-23\|20.84\|1.12\|20.20\|21.00\|19.09\|897426;2026-10-26\|19.66\|-5.66\|20.79\|20.93\|19.49\|643348;2026-10-27\|19.04\|-3.15\|20.01\|20.29\|19.02\|599644;2026-10-28\|20.40\|7.14\|20.00\|20.87\|19.63\|1299075;2026-10-29\|19.26\|-5.59\|20.35\|20.75\|19.23\|904008;2026-10-30\|18.60\|-3.43\|18.30\|19.68\|18.03\|874664;2026-11-02\|19.75\|6.18\|19.02\|20.27\|18.52\|1239851;2026-11-03\|19.20\|-2.78\|19.74\|20.42\|19.06\|1207516;2026-11-04\|21.50\|11.98\|19.31\|21.50\|18.79\|1791218;2026-11-05\|20.75\|-3.49\|20.60\|21.80\|20.44\|1730488;2026-11-06\|19.50\|-6.02\|18.99\|19.88\|18.82\|1100969;2026-11-09\|19.68\|0.92\|19.84\|20.17\|19.53\|862421;2026-11-10\|19.89\|1.07\|20.38\|20.58\|19.81\|764304;2026-11-11\|20.73\|4.22\|19.80\|20.88\|19.70\|1247670;2026-11-12\|19.92\|-3.91\|20.66\|21.47\|19.90\|1394072
120450	龙头上半年业绩大增	PCB钻针+AI服务器钻针+厦芝精密并购行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月30日投资者关系活动记录表，厦芝精密51%股权已完成交割，其AI服务器PCB钻针、极小径微钻订单旺盛，产能规模已接近全球第五，并计划2026年底月产能由1500万支扩至4000万支。 2、据2026年5月1日进展公告，发行股份收购厦芝精密剩余49%股权事项正与监管层沟通，预计5月快速推进，完成后将形成LED照明+PCB钻针双主业。 3、据2026年5月22日财闻，公司与关联方新设厦门市伊戈尔超硬涂层科技公司，强化高端涂层钻针配套能力。	公司拟收购厦门厦芝精密科技有限公司51%股权，标的为全球PCB龙头客户提供专业的微孔加工技术解决方案；其核心产品为PCB、FPC、IC载板以及AI PCB加工用钨钢微钻	2026-07-03\|169.12\|-0.43\|166.80\|175.89\|164.38\|32218;2026-07-06\|152.65\|-9.74\|169.00\|169.88\|147.00\|57401;2026-07-07\|147.88\|-3.12\|153.49\|154.67\|144.72\|29880;2026-07-08\|146.66\|-0.82\|150.49\|152.88\|142.50\|32191;2026-07-09\|147.77\|0.76\|149.00\|150.46\|140.00\|41096;2026-07-10\|142.03\|-3.88\|152.21\|163.34\|142.03\|51828;2026-07-13\|132.00\|-7.06\|142.00\|144.00\|131.30\|49301;2026-07-14\|152.00\|15.15\|133.85\|158.40\|133.01\|84375;2026-07-15\|144.61\|-4.86\|150.48\|154.97\|143.50\|52823;2026-07-16\|139.29\|-3.68\|141.40\|148.82\|137.36\|38044;2026-07-17\|124.80\|-10.40\|138.72\|142.00\|121.97\|45954;2026-07-20\|106.45\|-14.70\|129.00\|132.00\|99.84\|77016;2026-07-21\|117.91\|10.77\|108.36\|118.38\|93.65\|64476;2026-07-22\|115.90\|-1.70\|115.79\|121.22\|113.89\|45041;2026-07-23\|116.66\|0.66\|117.98\|129.90\|115.01\|57071;2026-07-24\|114.66\|-1.71\|114.23\|118.90\|111.01\|36527;2026-07-27\|122.01\|6.41\|115.01\|123.02\|111.35\|48111;2026-07-28\|112.99\|-7.39\|118.51\|123.80\|111.46\|46093;2026-07-29\|110.77\|-1.96\|112.46\|113.75\|103.34\|43745;2026-07-30\|102.42\|-7.54\|111.00\|113.01\|99.00\|45937;2026-07-31\|111.79\|9.15\|114.25\|121.69\|111.00\|55856;2026-08-03\|109.87\|-1.72\|113.40\|114.50\|105.56\|38213;2026-08-04\|115.00\|4.67\|110.12\|118.12\|107.83\|50363;2026-08-05\|126.00\|9.57\|112.94\|128.45\|111.50\|62478;2026-08-06\|133.01\|5.56\|122.81\|138.00\|121.65\|65106;2026-08-07\|140.60\|5.71\|133.58\|144.88\|133.00\|77557;2026-08-10\|133.05\|-5.37\|139.76\|140.51\|127.34\|67062;2026-08-11\|127.00\|-4.55\|133.00\|135.58\|126.68\|51139;2026-08-12\|130.74\|2.94\|128.05\|133.79\|125.01\|46214;2026-08-13\|128.00\|-2.10\|133.35\|137.79\|128.00\|50051;2026-08-14\|130.59\|2.02\|128.00\|132.50\|126.69\|37013;2026-08-17\|137.78\|5.51\|128.99\|138.30\|128.01\|54063;2026-08-18\|137.00\|-0.57\|140.02\|142.68\|133.59\|34657;2026-08-19\|118.05\|-13.83\|131.62\|133.08\|117.01\|50586;2026-08-20\|119.67\|1.37\|121.90\|121.90\|116.60\|33389;2026-08-21\|120.37\|0.58\|119.00\|123.20\|115.56\|22670;2026-08-24\|115.12\|-4.36\|120.36\|120.36\|111.11\|34998;2026-08-25\|113.94\|-1.02\|111.92\|115.77\|108.10\|36573;2026-08-26\|112.52\|-1.25\|116.21\|116.21\|108.20\|32967;2026-08-27\|118.39\|5.22\|112.86\|119.77\|112.86\|31412;2026-08-28\|111.88\|-5.50\|117.83\|119.23\|111.68\|30015;2026-08-31\|113.83\|1.74\|109.65\|114.45\|108.00\|31620;2026-09-01\|107.61\|-5.46\|113.96\|114.90\|106.70\|33636;2026-09-02\|106.40\|-1.12\|105.46\|107.50\|103.85\|22066;2026-09-03\|107.80\|1.32\|107.91\|110.37\|105.50\|22858;2026-09-04\|104.04\|-3.49\|108.65\|112.28\|103.61\|28652;2026-09-07\|108.90\|4.67\|105.01\|109.58\|102.84\|29737;2026-09-08\|107.43\|-1.35\|109.96\|113.00\|106.55\|21828;2026-09-09\|107.97\|0.50\|108.91\|111.69\|107.02\|21726;2026-09-10\|106.91\|-0.98\|107.12\|109.05\|105.75\|16753;2026-09-11\|105.60\|-1.23\|105.00\|106.80\|100.61\|20557;2026-09-14\|110.75\|4.88\|102.89\|112.60\|102.33\|36987;2026-09-15\|115.22\|4.04\|110.14\|119.25\|110.00\|48820;2026-09-16\|116.81\|1.38\|115.04\|118.18\|111.12\|35346;2026-09-17\|115.35\|-1.25\|117.07\|122.13\|115.28\|37517;2026-09-18\|119.19\|3.33\|117.00\|120.18\|114.71\|35799;2026-09-21\|117.00\|-1.84\|119.70\|120.33\|115.79\|31568;2026-09-22\|117.44\|0.38\|118.40\|121.87\|116.57\|33215;2026-09-23\|121.68\|3.61\|117.68\|125.20\|116.31\|36035;2026-09-24\|114.79\|-5.66\|120.83\|120.83\|114.30\|30597;2026-09-28\|106.02\|-7.64\|113.65\|114.95\|104.80\|26006;2026-09-29\|106.08\|0.06\|105.99\|106.66\|103.50\|18140;2026-09-30\|102.47\|-3.40\|108.08\|108.10\|102.18\|18297;2026-10-08\|103.97\|1.46\|102.10\|111.50\|102.00\|29827;2026-10-09\|95.81\|-7.85\|102.20\|104.00\|90.87\|43447;2026-10-12\|95.00\|-0.85\|95.76\|97.30\|93.56\|24766;2026-10-13\|99.00\|4.21\|92.73\|100.41\|90.01\|29933;2026-10-14\|96.00\|-3.03\|97.11\|101.50\|95.50\|22044;2026-10-15\|91.58\|-4.60\|91.77\|93.25\|88.50\|23029;2026-10-16\|91.72\|0.15\|96.88\|96.88\|90.20\|23549;2026-10-19\|88.30\|-3.73\|90.00\|90.99\|84.50\|19319;2026-10-20\|89.62\|1.49\|87.00\|91.88\|86.00\|16016;2026-10-21\|89.81\|0.21\|91.11\|93.10\|89.16\|16036;2026-10-22\|84.50\|-5.91\|89.70\|91.10\|84.00\|21338;2026-10-23\|85.42\|1.09\|82.82\|86.50\|75.70\|39557;2026-10-26\|81.26\|-4.87\|85.00\|85.99\|80.77\|24453;2026-10-27\|76.93\|-5.33\|82.99\|84.27\|76.00\|24274;2026-10-28\|79.80\|3.73\|78.00\|81.94\|77.34\|29663;2026-10-29\|73.78\|-7.54\|79.37\|79.98\|73.62\|25398;2026-10-30\|67.88\|-8.00\|71.80\|74.35\|67.68\|33835;2026-11-02\|70.40\|3.71\|68.39\|71.85\|66.89\|34611;2026-11-03\|65.60\|-6.82\|69.70\|69.97\|64.70\|29335;2026-11-04\|71.85\|9.53\|65.34\|72.16\|63.32\|42004;2026-11-05\|71.60\|-0.35\|70.25\|74.91\|69.47\|38040;2026-11-06\|68.49\|-4.34\|67.01\|70.11\|65.00\|30547;2026-11-09\|68.30\|-0.28\|69.42\|69.94\|66.84\|28883;2026-11-10\|70.40\|3.07\|70.14\|72.91\|69.72\|25722;2026-11-11\|73.95\|5.04\|71.07\|74.39\|70.40\|22483;2026-11-12\|71.88\|-2.80\|75.43\|76.30\|71.56\|31280
120449	龙头上半年业绩大增	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司上半年净利润预增382%-473%，主要“受AI算力爆发等持续影响，覆铜板行业整体处于高景气周期，市场订单供给紧张，行业需求端支撑力度强劲；上游铜箔、电子玻纤布、树脂等核心原材料价格阶段性上行，行业整体迎来量价齐升的增长机遇”； 2、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 3、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士	2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273;2026-09-15\|344.30\|4.55\|329.33\|359.00\|329.33\|73850;2026-09-16\|346.60\|0.67\|344.52\|349.00\|333.33\|55155;2026-09-17\|317.37\|-8.43\|344.00\|345.88\|316.30\|87672;2026-09-18\|316.31\|-0.33\|324.00\|325.00\|305.75\|78598;2026-09-21\|322.96\|2.10\|319.89\|330.00\|315.50\|61722;2026-09-22\|312.90\|-3.11\|327.00\|335.33\|308.86\|77569;2026-09-23\|309.50\|-1.09\|312.14\|317.63\|306.80\|52269;2026-09-24\|295.08\|-4.66\|306.34\|311.96\|294.40\|48212;2026-09-28\|275.40\|-6.67\|291.42\|295.00\|273.00\|43233;2026-09-29\|276.14\|0.27\|275.54\|279.97\|270.78\|36392;2026-09-30\|272.65\|-1.26\|279.02\|284.36\|271.57\|39756;2026-10-08\|276.86\|1.54\|280.83\|299.82\|272.05\|77155;2026-10-09\|257.60\|-6.96\|270.00\|274.00\|247.00\|68517;2026-10-12\|248.41\|-3.57\|255.72\|261.78\|248.00\|43061;2026-10-13\|263.00\|5.87\|242.00\|264.88\|236.01\|60561;2026-10-14\|270.80\|2.97\|269.00\|279.51\|266.96\|68854;2026-10-15\|269.00\|-0.66\|259.53\|279.49\|258.08\|59895;2026-10-16\|258.30\|-3.98\|277.00\|277.77\|255.00\|46550;2026-10-19\|256.00\|-0.89\|257.83\|262.00\|241.83\|45847;2026-10-20\|257.00\|0.39\|256.00\|263.98\|247.30\|40380;2026-10-21\|266.78\|3.81\|262.10\|273.98\|260.80\|50489;2026-10-22\|251.96\|-5.56\|268.19\|268.69\|251.00\|40785;2026-10-23\|244.10\|-3.12\|252.26\|255.81\|223.00\|77637;2026-10-26\|213.60\|-12.49\|235.00\|241.85\|211.50\|75571;2026-10-27\|212.26\|-0.63\|222.00\|227.88\|212.26\|53533;2026-10-28\|228.63\|7.71\|230.00\|235.00\|219.06\|82980;2026-10-29\|206.60\|-9.64\|224.07\|229.00\|206.08\|74385;2026-10-30\|190.76\|-7.67\|189.00\|206.46\|183.08\|76227;2026-11-02\|184.69\|-3.18\|197.99\|198.90\|182.32\|84761;2026-11-03\|158.97\|-13.93\|178.00\|182.98\|157.14\|103089;2026-11-04\|178.36\|12.20\|161.16\|180.48\|151.58\|118923;2026-11-05\|175.52\|-1.59\|170.01\|185.00\|169.20\|95729;2026-11-06\|165.00\|-5.99\|158.41\|168.68\|154.00\|87210;2026-11-09\|164.45\|-0.33\|168.30\|172.95\|156.10\|93262;2026-11-10\|165.37\|0.56\|172.48\|176.98\|164.57\|86502;2026-11-11\|185.98\|12.46\|166.00\|186.66\|165.51\|103121;2026-11-12\|178.45\|-4.05\|184.18\|194.44\|178.00\|104489
120448	龙头上半年业绩大增	覆铜板+AI算力+定增扩产行业原因： 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10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093;2026-09-21\|231.70\|2.17\|228.18\|235.89\|226.78\|155663;2026-09-22\|226.50\|-2.24\|237.99\|239.01\|225.52\|162055;2026-09-23\|227.70\|0.53\|229.78\|232.90\|224.50\|135719;2026-09-24\|213.30\|-6.32\|228.60\|231.00\|212.18\|144412;2026-09-28\|204.60\|-4.08\|213.38\|219.20\|202.50\|138173;2026-09-29\|212.00\|3.62\|203.00\|215.20\|201.10\|145376;2026-09-30\|212.66\|0.31\|211.99\|219.77\|205.06\|156580;2026-10-08\|224.25\|5.45\|218.46\|233.00\|212.97\|251387;2026-10-09\|206.46\|-7.93\|215.50\|217.00\|201.83\|225964;2026-10-12\|185.81\|-10.00\|199.46\|201.00\|185.81\|188295;2026-10-13\|193.99\|4.40\|169.75\|195.78\|169.75\|231736;2026-10-14\|202.01\|4.13\|196.99\|209.00\|195.87\|200303;2026-10-15\|190.00\|-5.95\|195.00\|201.79\|190.00\|169723;2026-10-16\|189.99\|-0.01\|196.99\|198.98\|187.37\|138673;2026-10-19\|186.74\|-1.71\|188.90\|190.90\|173.58\|129608;2026-10-20\|192.42\|3.04\|185.50\|197.44\|179.80\|122092;2026-10-21\|202.68\|5.33\|199.00\|206.32\|195.01\|147071;2026-10-22\|189.90\|-6.31\|205.00\|205.50\|187.81\|145949;2026-10-23\|201.65\|6.19\|195.00\|208.89\|176.00\|339217;2026-10-26\|181.49\|-10.00\|185.63\|188.88\|181.49\|88773;2026-10-27\|163.34\|-10.00\|175.20\|177.60\|163.34\|238749;2026-10-28\|163.74\|0.24\|165.00\|170.20\|156.52\|231021;2026-10-29\|147.37\|-10.00\|155.00\|162.00\|147.37\|193252;2026-10-30\|147.29\|-0.05\|138.08\|158.97\|134.33\|245318;2026-11-02\|146.69\|-0.41\|150.08\|152.80\|143.02\|173159;2026-11-03\|132.02\|-10.00\|142.19\|148.54\|132.02\|210553;2026-11-04\|145.22\|10.00\|133.90\|145.22\|130.16\|234648;2026-11-05\|148.13\|2.00\|140.40\|151.60\|139.61\|234783;2026-11-06\|141.60\|-4.41\|134.00\|148.00\|133.42\|187241;2026-11-09\|148.51\|4.88\|143.72\|153.72\|138.70\|166289;2026-11-10\|146.20\|-1.56\|155.10\|157.90\|145.11\|178030;2026-11-11\|158.92\|8.70\|145.48\|160.80\|145.48\|207535;2026-11-12\|150.90\|-5.05\|157.37\|165.15\|149.91\|211481
120447	龙头上半年业绩大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，上半年净利润预增68%-78%，受益于高速交换机、AI服务器、高性能计算及智能汽车等应用领域的结构性需求，叠加公司产品结构的持续优化，预计2026年上半年公司营业收入和净利润较上年同期均有较快增长	2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969;2026-09-16\|127.80\|1.57\|126.49\|129.90\|124.06\|435413;2026-09-17\|123.48\|-3.38\|127.80\|129.36\|123.29\|444465;2026-09-18\|123.50\|0.02\|126.20\|126.66\|119.30\|589582;2026-09-21\|126.00\|2.02\|125.72\|127.60\|123.70\|443346;2026-09-22\|125.14\|-0.68\|128.00\|129.94\|124.66\|440094;2026-09-23\|128.10\|2.37\|124.66\|129.67\|124.11\|619438;2026-09-24\|124.05\|-3.16\|126.61\|128.00\|123.30\|379225;2026-09-28\|117.20\|-5.52\|123.00\|123.75\|116.23\|421237;2026-09-29\|119.07\|1.60\|117.30\|120.18\|115.69\|257705;2026-09-30\|115.93\|-2.64\|119.66\|120.08\|114.50\|303828;2026-10-08\|115.88\|-0.04\|117.50\|123.11\|115.00\|461386;2026-10-09\|112.29\|-3.10\|113.14\|113.50\|106.31\|532365;2026-10-12\|109.62\|-2.38\|110.90\|116.06\|109.10\|365200;2026-10-13\|115.90\|5.73\|104.98\|117.39\|104.58\|598065;2026-10-14\|115.00\|-0.78\|115.50\|119.29\|114.66\|453824;2026-10-15\|116.18\|1.03\|115.00\|118.89\|113.07\|752815;2026-10-16\|113.38\|-2.41\|117.00\|117.77\|110.10\|542044;2026-10-19\|111.75\|-1.44\|112.20\|114.20\|106.06\|453523;2026-10-20\|111.01\|-0.66\|111.87\|114.70\|109.35\|377634;2026-10-21\|114.97\|3.57\|114.26\|118.50\|113.63\|519300;2026-10-22\|106.96\|-6.97\|114.47\|114.97\|106.33\|589889;2026-10-23\|107.06\|0.09\|103.50\|107.95\|99.00\|581685;2026-10-26\|98.90\|-7.62\|104.00\|104.94\|97.84\|561875;2026-10-27\|99.20\|0.30\|100.90\|102.89\|99.17\|451342;2026-10-28\|104.57\|5.41\|102.00\|105.90\|101.70\|539951;2026-10-29\|94.11\|-10.00\|103.32\|103.32\|94.11\|569677;2026-10-30\|87.34\|-7.19\|88.83\|92.99\|85.22\|640442;2026-11-02\|86.05\|-1.48\|89.00\|89.30\|84.03\|638614;2026-11-03\|78.14\|-9.19\|83.47\|84.68\|77.45\|787648;2026-11-04\|85.95\|9.99\|78.20\|85.95\|76.30\|768996;2026-11-05\|81.00\|-5.76\|81.70\|84.83\|78.68\|1043716;2026-11-06\|73.21\|-9.62\|72.91\|76.26\|72.91\|792134;2026-11-09\|77.10\|5.31\|74.49\|79.80\|72.10\|841738;2026-11-10\|81.30\|5.45\|81.64\|84.47\|80.82\|689544;2026-11-11\|89.43\|10.00\|81.30\|89.43\|81.07\|803575;2026-11-12\|91.33\|2.12\|90.68\|96.07\|90.19\|903775
120446	龙头上半年业绩大增	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布；公司上半年业绩预增超9倍，主要因“2026年上半年覆铜板市场整体景气度向好，公司核心产品覆铜板及半固化片处于供不应求状态，销量同比增长叠加售价持续上行，推动公司毛利率提升，进而带动利润实现大幅增长”	2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.50\|1.25\|69.93\|71.50\|68.50\|498395;2026-09-10\|76.45\|10.00\|68.49\|76.45\|68.31\|649689;2026-09-11\|82.46\|7.86\|76.00\|84.00\|73.00\|1125354;2026-09-14\|82.50\|0.05\|78.51\|84.66\|77.00\|843039;2026-09-15\|83.99\|1.81\|82.00\|86.05\|81.51\|839909;2026-09-16\|82.42\|-1.87\|82.53\|83.86\|80.00\|739262;2026-09-17\|79.40\|-3.66\|81.50\|84.75\|79.40\|657580;2026-09-18\|80.86\|1.84\|80.34\|82.00\|77.90\|523031;2026-09-21\|81.38\|0.64\|82.00\|83.18\|80.60\|420656;2026-09-22\|85.58\|5.16\|82.70\|85.60\|81.05\|759325;2026-09-23\|87.15\|1.83\|83.80\|92.00\|83.00\|781141;2026-09-24\|80.88\|-7.19\|85.27\|85.42\|80.88\|510401;2026-09-28\|79.30\|-1.95\|78.30\|82.72\|77.14\|455609;2026-09-29\|83.03\|4.70\|77.81\|83.88\|76.01\|452693;2026-09-30\|79.45\|-4.31\|82.20\|83.00\|78.98\|353878;2026-10-08\|79.63\|0.23\|80.00\|82.72\|78.75\|331785;2026-10-09\|71.67\|-10.00\|76.92\|76.96\|71.67\|389143;2026-10-12\|64.50\|-10.00\|69.50\|70.00\|64.50\|380612;2026-10-13\|67.18\|4.16\|60.00\|70.23\|59.59\|472665;2026-10-14\|67.80\|0.92\|67.10\|70.87\|67.07\|431618;2026-10-15\|71.09\|4.85\|65.00\|72.80\|64.60\|523084;2026-10-16\|65.30\|-8.14\|70.99\|71.80\|64.83\|479931;2026-10-19\|64.26\|-1.59\|63.98\|65.76\|59.68\|395285;2026-10-20\|64.40\|0.22\|63.63\|65.99\|62.50\|305937;2026-10-21\|64.80\|0.62\|65.08\|66.96\|64.64\|284470;2026-10-22\|58.70\|-9.41\|64.60\|64.67\|58.60\|379828;2026-10-23\|60.44\|2.96\|58.65\|61.49\|54.33\|472878;2026-10-26\|54.40\|-9.99\|58.63\|58.90\|54.40\|382802;2026-10-27\|53.26\|-2.10\|55.49\|57.15\|53.11\|354507;2026-10-28\|58.59\|10.01\|58.59\|58.59\|57.67\|273094;2026-10-29\|57.89\|-1.19\|61.00\|62.93\|57.74\|747849;2026-10-30\|63.68\|10.00\|55.67\|63.68\|55.13\|666902;2026-11-02\|63.70\|0.03\|65.48\|67.66\|62.00\|822780;2026-11-03\|58.55\|-8.08\|62.00\|64.34\|57.89\|660005;2026-11-04\|64.41\|10.01\|58.66\|64.41\|55.90\|748150;2026-11-05\|65.88\|2.28\|61.45\|67.66\|61.30\|785169;2026-11-06\|65.95\|0.11\|61.01\|68.99\|59.30\|699814;2026-11-09\|66.03\|0.12\|66.58\|68.03\|64.48\|579843;2026-11-10\|65.49\|-0.82\|68.59\|68.59\|64.96\|541922;2026-11-11\|68.97\|5.31\|64.02\|71.80\|64.02\|693318;2026-11-12\|65.18\|-5.50\|67.36\|70.35\|65.06\|643431
120445	龙头上半年业绩大增	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518;2026-11-09\|70.68\|0.27\|70.85\|73.39\|67.57\|944054;2026-11-10\|70.93\|0.35\|73.54\|75.58\|70.74\|1089547;2026-11-11\|76.88\|8.39\|69.14\|77.62\|69.10\|1403751;2026-11-12\|75.71\|-1.52\|76.70\|82.11\|75.37\|1250975
120444	龙头上半年业绩大增	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品，上半年度净利同比预增85.12%—95.29%，主要受益于算力硬件需求激增、产品结构优化及泰国广合一期产能利用率提升带动盈利能力增强	2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961;2026-07-20\|158.46\|-10.00\|170.07\|172.91\|158.46\|118197;2026-07-21\|174.31\|10.00\|159.00\|174.31\|148.00\|129820;2026-07-22\|166.80\|-4.31\|174.32\|178.88\|166.20\|99540;2026-07-23\|160.50\|-3.78\|169.00\|172.72\|158.81\|94653;2026-07-24\|160.50\|0.00\|158.00\|165.98\|155.10\|69740;2026-07-27\|167.51\|4.37\|160.25\|168.35\|158.21\|69291;2026-07-28\|150.76\|-10.00\|163.00\|165.67\|150.76\|75518;2026-07-29\|146.00\|-3.16\|146.01\|148.88\|138.00\|119517;2026-07-30\|131.40\|-10.00\|145.50\|147.56\|131.40\|88878;2026-07-31\|141.82\|7.93\|140.00\|144.54\|139.00\|132190;2026-08-03\|140.58\|-0.87\|139.27\|143.78\|136.01\|87957;2026-08-04\|152.68\|8.61\|143.00\|153.25\|141.32\|97024;2026-08-05\|160.32\|5.00\|149.75\|161.50\|147.79\|99639;2026-08-06\|160.77\|0.28\|156.35\|164.50\|154.20\|84828;2026-08-07\|169.80\|5.62\|162.30\|172.56\|161.00\|107580;2026-08-10\|168.24\|-0.92\|174.00\|174.98\|163.21\|89213;2026-08-11\|164.60\|-2.16\|167.80\|170.58\|161.71\|70491;2026-08-12\|166.70\|1.28\|166.19\|170.60\|164.84\|66124;2026-08-13\|164.73\|-1.18\|169.14\|174.62\|164.61\|71942;2026-08-14\|169.46\|2.87\|167.00\|170.20\|163.84\|53221;2026-08-17\|172.08\|1.55\|170.06\|172.48\|166.42\|78493;2026-08-18\|166.85\|-3.04\|172.20\|174.00\|165.01\|93516;2026-08-19\|152.02\|-8.89\|159.80\|164.65\|150.80\|92467;2026-08-20\|152.87\|0.56\|154.30\|157.33\|150.50\|59917;2026-08-21\|155.95\|2.01\|152.80\|157.34\|148.80\|56685;2026-08-24\|149.60\|-4.07\|155.92\|155.93\|145.05\|69919;2026-08-25\|151.08\|0.99\|149.29\|154.68\|145.31\|53443;2026-08-26\|151.71\|0.42\|151.21\|155.68\|148.28\|50634;2026-08-27\|157.95\|4.11\|154.00\|159.71\|151.60\|61877;2026-08-28\|155.90\|-1.30\|157.22\|163.49\|155.81\|51101;2026-08-31\|162.73\|4.38\|152.00\|162.84\|150.17\|59738;2026-09-01\|156.51\|-3.82\|162.69\|162.84\|155.20\|58706;2026-09-02\|155.32\|-0.76\|154.86\|156.66\|153.00\|36265;2026-09-03\|158.15\|1.82\|159.33\|159.86\|153.46\|47945;2026-09-04\|152.62\|-3.50\|160.15\|163.38\|151.38\|54834;2026-09-07\|167.88\|10.00\|155.67\|167.88\|154.32\|87167;2026-09-08\|169.19\|0.78\|168.00\|172.50\|166.62\|83586;2026-09-09\|173.92\|2.80\|172.10\|175.98\|170.03\|60900;2026-09-10\|174.00\|0.05\|171.97\|178.50\|170.00\|51020;2026-09-11\|175.00\|0.57\|170.02\|176.50\|166.23\|70913;2026-09-14\|171.44\|-2.03\|172.88\|173.46\|166.90\|64957;2026-09-15\|170.91\|-0.31\|169.99\|176.30\|167.99\|64026;2026-09-16\|172.36\|0.85\|172.38\|174.78\|168.38\|67770;2026-09-17\|168.05\|-2.50\|171.03\|175.90\|168.00\|61084;2026-09-18\|169.03\|0.58\|171.00\|173.75\|165.36\|74605;2026-09-21\|185.93\|10.00\|174.00\|185.93\|173.60\|139693;2026-09-22\|198.65\|6.84\|200.01\|204.52\|197.29\|274063;2026-09-23\|192.25\|-3.22\|196.20\|203.31\|191.00\|203553;2026-09-24\|181.16\|-5.77\|188.87\|191.00\|178.00\|122390;2026-09-28\|177.59\|-1.97\|181.34\|186.45\|172.58\|129122;2026-09-29\|191.84\|8.02\|178.00\|194.90\|175.58\|148671;2026-09-30\|176.66\|-7.91\|193.00\|193.66\|175.87\|94180;2026-10-08\|167.00\|-5.47\|176.68\|179.68\|165.05\|81740;2026-10-09\|154.50\|-7.49\|165.59\|165.59\|150.30\|114145;2026-10-12\|139.95\|-9.42\|151.78\|152.00\|139.88\|157338;2026-10-13\|139.49\|-0.33\|136.20\|141.69\|130.50\|112479;2026-10-14\|135.24\|-3.05\|139.40\|142.00\|134.70\|90649;2026-10-15\|126.08\|-6.77\|127.49\|132.01\|124.88\|86254;2026-10-16\|123.00\|-2.44\|131.00\|131.00\|122.00\|77963;2026-10-19\|120.00\|-2.44\|121.77\|123.68\|115.32\|81849;2026-10-20\|126.28\|5.23\|118.84\|129.80\|116.60\|94044;2026-10-21\|124.78\|-1.19\|128.30\|129.24\|122.27\|84195;2026-10-22\|119.00\|-4.63\|125.37\|126.03\|117.47\|81162;2026-10-23\|116.30\|-2.27\|116.23\|116.98\|108.42\|118589;2026-10-26\|106.89\|-8.09\|114.10\|114.50\|105.10\|138606;2026-10-27\|99.05\|-7.33\|108.90\|110.50\|99.05\|131159;2026-10-28\|103.00\|3.99\|101.03\|104.20\|99.58\|111400;2026-10-29\|93.90\|-8.84\|103.00\|105.29\|93.29\|125339;2026-10-30\|85.50\|-8.95\|88.00\|92.55\|84.68\|157440;2026-11-02\|89.31\|4.46\|87.51\|90.81\|84.48\|131136;2026-11-03\|82.03\|-8.15\|88.45\|88.45\|80.50\|142781;2026-11-04\|90.23\|10.00\|83.67\|90.23\|80.01\|141156;2026-11-05\|89.90\|-0.37\|88.74\|93.10\|86.00\|144464;2026-11-06\|84.81\|-5.66\|82.51\|87.86\|81.41\|134088;2026-11-09\|86.80\|2.35\|86.33\|89.21\|83.40\|115266;2026-11-10\|92.00\|5.99\|90.50\|94.38\|89.60\|129247;2026-11-11\|98.35\|6.90\|92.46\|98.64\|91.61\|151778;2026-11-12\|99.39\|1.06\|98.05\|107.00\|97.51\|173746
120443	龙头上半年业绩大增	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742;2026-07-13\|4.64\|-9.90\|4.97\|5.18\|4.64\|919395;2026-07-14\|5.10\|9.91\|4.49\|5.10\|4.47\|899416;2026-07-15\|5.61\|10.00\|5.57\|5.61\|5.40\|889332;2026-07-16\|5.91\|5.35\|5.79\|6.17\|5.55\|1957741;2026-07-17\|6.04\|2.20\|5.95\|6.50\|5.84\|3800058;2026-07-20\|5.44\|-9.93\|5.44\|5.44\|5.44\|153268;2026-07-21\|4.90\|-9.93\|4.90\|5.29\|4.90\|2819513;2026-07-22\|5.17\|5.51\|4.43\|5.39\|4.43\|3448210;2026-07-23\|5.54\|7.16\|5.24\|5.69\|4.98\|3058658;2026-07-24\|5.21\|-5.96\|5.20\|5.77\|5.10\|2634450;2026-07-27\|5.73\|9.98\|5.30\|5.73\|4.87\|1844200;2026-07-28\|5.73\|0.00\|6.11\|6.30\|5.59\|3324427;2026-07-29\|6.30\|9.95\|5.66\|6.30\|5.50\|2698143;2026-07-30\|5.67\|-10.00\|6.40\|6.49\|5.67\|3300511;2026-07-31\|5.60\|-1.23\|5.82\|6.15\|5.40\|2808751;2026-08-03\|5.10\|-8.93\|5.28\|5.48\|5.05\|1982683;2026-08-04\|5.48\|7.45\|5.21\|5.51\|5.12\|2199435;2026-08-05\|5.63\|2.74\|5.41\|5.75\|5.41\|2086870;2026-08-06\|5.73\|1.78\|5.51\|5.89\|5.51\|1978042;2026-08-07\|6.11\|6.63\|5.64\|6.30\|5.63\|3320396;2026-08-10\|6.72\|9.98\|6.12\|6.72\|6.10\|2481186;2026-08-11\|6.88\|2.38\|6.51\|7.39\|6.40\|3898021;2026-08-12\|6.98\|1.45\|6.86\|7.09\|6.55\|2565681;2026-08-13\|6.65\|-4.73\|6.99\|7.05\|6.65\|2055380;2026-08-14\|6.48\|-2.56\|6.74\|7.05\|6.36\|1702429;2026-08-17\|6.81\|5.09\|6.71\|6.92\|6.49\|1819392;2026-08-18\|7.18\|5.43\|6.86\|7.28\|6.66\|2599011;2026-08-19\|6.46\|-10.03\|6.72\|6.77\|6.46\|1534576;2026-08-20\|6.27\|-2.94\|6.34\|6.56\|5.89\|1436456;2026-08-21\|6.45\|2.87\|6.21\|6.56\|6.11\|1447516;2026-08-24\|5.98\|-7.29\|6.45\|6.47\|5.88\|1380687;2026-08-25\|6.13\|2.51\|5.82\|6.20\|5.66\|1128570;2026-08-26\|5.96\|-2.77\|6.14\|6.21\|5.80\|1129515;2026-08-27\|6.27\|5.20\|5.98\|6.34\|5.86\|1491538;2026-08-28\|6.45\|2.87\|6.21\|6.50\|6.17\|1524351;2026-08-31\|7.10\|10.08\|6.29\|7.10\|6.29\|1512096;2026-09-01\|6.94\|-2.25\|7.10\|7.36\|6.55\|2435107;2026-09-02\|6.78\|-2.31\|6.91\|6.93\|6.67\|1229327;2026-09-03\|6.72\|-0.89\|6.85\|6.92\|6.60\|1215584;2026-09-04\|6.38\|-5.06\|6.80\|6.90\|6.37\|1461962;2026-09-07\|6.63\|3.92\|6.50\|6.66\|6.45\|1263065;2026-09-08\|6.71\|1.21\|6.59\|6.86\|6.59\|1367869;2026-09-09\|6.39\|-4.77\|6.71\|6.82\|6.12\|1561763;2026-09-10\|6.41\|0.31\|6.28\|6.75\|6.15\|1195946;2026-09-11\|6.34\|-1.09\|6.18\|6.57\|6.00\|1220242;2026-09-14\|6.97\|9.94\|6.19\|6.97\|6.05\|2115785;2026-09-15\|6.63\|-4.88\|6.97\|7.36\|6.61\|2955578;2026-09-16\|6.69\|0.91\|6.71\|6.76\|6.42\|1666327;2026-09-17\|6.51\|-2.69\|6.66\|6.80\|6.48\|1130732;2026-09-18\|6.50\|-0.15\|6.61\|6.78\|6.41\|1146814;2026-09-21\|6.75\|3.85\|6.51\|6.78\|6.48\|1532504;2026-09-22\|7.43\|10.07\|6.82\|7.43\|6.79\|2788417;2026-09-23\|7.10\|-4.44\|7.39\|7.47\|7.05\|2540303;2026-09-24\|6.76\|-4.79\|7.16\|7.17\|6.73\|1441879;2026-09-28\|6.29\|-6.95\|6.65\|6.75\|6.26\|1589075;2026-09-29\|6.58\|4.61\|6.25\|6.59\|6.18\|1580709;2026-09-30\|6.30\|-4.26\|6.52\|6.54\|6.25\|1186174;2026-10-08\|6.13\|-2.70\|6.26\|6.46\|6.03\|1000067;2026-10-09\|5.72\|-6.69\|6.00\|6.00\|5.52\|1469864;2026-10-12\|5.27\|-7.87\|5.60\|5.63\|5.26\|1097214;2026-10-13\|5.58\|5.88\|5.10\|5.72\|5.04\|1421979;2026-10-14\|5.53\|-0.90\|5.58\|5.84\|5.52\|1172403;2026-10-15\|5.64\|1.99\|5.26\|5.76\|5.25\|1093922;2026-10-16\|5.37\|-4.79\|5.71\|5.79\|5.35\|976163;2026-10-19\|5.30\|-1.30\|5.27\|5.48\|5.12\|736553;2026-10-20\|5.54\|4.53\|5.22\|5.65\|5.20\|1131363;2026-10-21\|5.50\|-0.72\|5.65\|5.80\|5.48\|1084457;2026-10-22\|5.14\|-6.55\|5.51\|5.54\|5.14\|835817;2026-10-23\|5.14\|0.00\|5.01\|5.20\|4.70\|960972;2026-10-26\|5.18\|0.78\|5.29\|5.35\|5.14\|739729;2026-10-27\|4.90\|-5.41\|5.22\|5.29\|4.90\|666338;2026-10-28\|4.98\|1.63\|5.01\|5.06\|4.91\|633247;2026-10-29\|4.72\|-5.22\|4.90\|5.05\|4.71\|685092;2026-10-30\|4.78\|1.27\|4.56\|5.08\|4.56\|1040895;2026-11-02\|4.92\|2.93\|4.85\|5.04\|4.60\|817751;2026-11-03\|4.88\|-0.81\|4.88\|5.05\|4.75\|827137;2026-11-04\|5.12\|4.92\|4.90\|5.19\|4.80\|1248751;2026-11-05\|5.05\|-1.37\|4.98\|5.15\|4.92\|1049970;2026-11-06\|4.80\|-4.95\|4.75\|4.92\|4.75\|593207;2026-11-09\|5.05\|5.21\|4.86\|5.08\|4.82\|1014058;2026-11-10\|5.06\|0.20\|5.15\|5.18\|5.01\|784276;2026-11-11\|5.14\|1.58\|5.01\|5.20\|4.96\|967019;2026-11-12\|4.95\|-3.70\|5.12\|5.18\|4.94\|795616
120442	龙头上半年业绩大增	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；预计上半年净利润同比增长283%-296%，主要因“消费电子、汽车零部件等传统核心业务经营根基稳固，业绩稳步提升，为公司筑牢稳定盈利基本盘；光模块业务整合效应初步显现，新增产能的爬坡及新客户的导入符合预期，收入与盈利实现较大增长；公司前期布局的数据中心相关产业投资逐步形成收益，有效增厚当期整体利润”	2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633;2026-11-05\|89.10\|-5.54\|87.80\|92.28\|85.46\|1806274;2026-11-06\|80.19\|-10.00\|80.19\|82.87\|80.19\|1524313;2026-11-09\|81.49\|1.62\|81.63\|84.19\|78.00\|1310891;2026-11-10\|83.69\|2.70\|86.00\|87.00\|83.27\|1239322;2026-11-11\|92.06\|10.00\|84.78\|92.06\|84.46\|1430002;2026-11-12\|93.69\|1.77\|94.10\|100.86\|93.13\|1895666
120317	其它归类	信创+麒麟OS+央企 1、据2026年4月24日年报，公司麒麟操作系统连续14年保持中国Linux市场占有率第一，生态软硬件兼容适配总量达836万，在党政、金融、通信等重点行业市场实现突破。 2、据2026年4月24日年报，公司加速打造基于AI技术与行业知识深度融合的新型产品形态，已将大语言模型技术引入税务等领域应用探索，定位为集团网信AI赛道核心承载平台。 3、据2026年4月24日年报，公司实际控制人为中国电子信息产业集团有限公司，最终控制人为国务院国有资产监督管理委员会，系信创行业领军企业。	中国电子信息产业集团旗下，中国电子软件板块的龙头核心企业，中国软件业国家队核心成员；公司拥有完整的从操作系统等基础软件、中间件、安全产品到应用系统的业务链条，参股的麒麟软件在政务内网份额高	2026-07-03\|28.39\|0.25\|28.44\|28.88\|28.20\|122171;2026-07-06\|27.75\|-2.25\|28.39\|28.39\|27.55\|129353;2026-07-07\|26.98\|-2.77\|27.75\|27.75\|26.82\|114169;2026-07-08\|27.84\|3.19\|27.08\|28.17\|26.90\|168071;2026-07-09\|28.60\|2.73\|27.50\|28.88\|27.30\|193240;2026-07-10\|29.32\|2.52\|28.32\|30.40\|28.01\|266292;2026-07-13\|32.25\|9.99\|29.35\|32.25\|29.26\|576412;2026-07-14\|31.50\|-2.33\|31.66\|32.20\|30.65\|514189;2026-07-15\|31.48\|-0.06\|31.00\|32.09\|30.80\|327248;2026-07-16\|31.85\|1.18\|31.06\|31.88\|30.72\|337347;2026-07-17\|32.65\|2.51\|31.32\|33.14\|31.16\|511653;2026-07-20\|34.43\|5.45\|32.01\|35.89\|31.36\|570483;2026-07-21\|33.63\|-2.32\|33.24\|34.67\|31.80\|517440;2026-07-22\|34.90\|3.78\|32.92\|35.29\|32.35\|518417;2026-07-23\|33.95\|-2.72\|34.20\|34.77\|33.68\|318613;2026-07-24\|30.56\|-9.99\|33.01\|33.39\|30.56\|382799;2026-07-27\|31.05\|1.60\|29.66\|31.15\|29.29\|223605;2026-07-28\|31.38\|1.06\|30.78\|31.97\|30.69\|230157;2026-07-29\|31.87\|1.56\|31.46\|32.00\|31.01\|220178;2026-07-30\|31.26\|-1.91\|31.74\|32.79\|31.20\|231052;2026-07-31\|32.93\|5.34\|31.10\|33.56\|31.08\|333154;2026-08-03\|32.83\|-0.30\|32.80\|33.49\|32.76\|200406;2026-08-04\|33.13\|0.91\|32.90\|33.45\|32.70\|199049;2026-08-05\|33.53\|1.21\|33.13\|34.13\|33.00\|269180;2026-08-06\|32.77\|-2.27\|33.01\|33.94\|32.43\|267735;2026-08-07\|32.17\|-1.83\|32.81\|32.81\|31.43\|231439;2026-08-10\|32.40\|0.71\|31.99\|33.37\|31.78\|201833;2026-08-11\|32.05\|-1.08\|32.38\|32.48\|31.81\|128605;2026-08-12\|32.12\|0.22\|32.15\|32.55\|31.80\|125439;2026-08-13\|31.62\|-1.56\|32.12\|32.43\|31.53\|143736;2026-08-14\|31.29\|-1.04\|31.62\|32.30\|30.95\|137289;2026-08-17\|31.32\|0.10\|31.20\|31.33\|30.78\|108804;2026-08-18\|34.45\|9.99\|31.15\|34.45\|30.40\|506344;2026-08-19\|34.66\|0.61\|33.98\|37.19\|33.98\|856810;2026-08-20\|35.95\|3.72\|34.16\|36.97\|34.16\|672842;2026-08-21\|33.90\|-5.70\|35.10\|35.20\|33.65\|456177;2026-08-24\|33.20\|-2.06\|33.85\|34.19\|32.85\|282908;2026-08-25\|32.55\|-1.96\|33.00\|33.20\|32.19\|248614;2026-08-26\|32.83\|0.86\|32.44\|34.12\|32.25\|270333;2026-08-27\|32.94\|0.34\|32.68\|32.96\|32.12\|239414;2026-08-28\|33.77\|2.52\|33.43\|34.96\|33.21\|433816;2026-08-31\|33.88\|0.33\|32.93\|34.29\|32.66\|345675;2026-09-01\|34.30\|1.24\|33.50\|34.84\|33.48\|351156;2026-09-02\|34.09\|-0.61\|33.91\|34.86\|33.82\|255181;2026-09-03\|33.61\|-1.41\|34.11\|34.28\|33.46\|202419;2026-09-04\|33.50\|-0.33\|33.90\|34.55\|33.26\|224196;2026-09-07\|33.58\|0.24\|33.48\|33.70\|32.97\|163324;2026-09-08\|33.13\|-1.34\|33.50\|34.00\|33.08\|154415;2026-09-09\|32.54\|-1.78\|32.92\|33.02\|32.38\|162602;2026-09-10\|32.02\|-1.60\|32.32\|32.33\|31.84\|101380;2026-09-11\|31.49\|-1.66\|31.88\|32.09\|31.01\|134373;2026-09-14\|31.72\|0.73\|31.48\|32.13\|31.38\|90869;2026-09-15\|31.72\|0.00\|32.00\|32.69\|31.71\|136431;2026-09-16\|31.74\|0.06\|31.48\|31.84\|31.02\|124317;2026-09-17\|31.07\|-2.11\|31.43\|31.78\|31.05\|108022;2026-09-18\|31.66\|1.90\|31.23\|31.85\|31.23\|123405;2026-09-21\|31.94\|0.88\|31.66\|32.00\|31.60\|104015;2026-09-22\|32.10\|0.50\|32.30\|32.54\|31.96\|141656;2026-09-23\|31.39\|-2.21\|31.96\|32.02\|31.30\|96550;2026-09-24\|30.69\|-2.23\|31.30\|31.46\|30.69\|87182;2026-09-28\|30.96\|0.88\|30.74\|31.28\|30.03\|137957;2026-09-29\|30.98\|0.06\|30.71\|31.26\|30.71\|87559;2026-09-30\|30.64\|-1.10\|30.99\|31.00\|30.33\|71078;2026-10-08\|30.21\|-1.40\|30.69\|30.84\|30.12\|72357;2026-10-09\|31.32\|3.67\|30.17\|31.42\|29.80\|139742;2026-10-12\|31.02\|-0.96\|31.27\|31.34\|30.79\|77555;2026-10-13\|30.83\|-0.61\|30.68\|31.05\|30.31\|82057;2026-10-14\|30.39\|-1.43\|30.85\|30.90\|30.35\|54625;2026-10-15\|29.88\|-1.68\|29.25\|30.30\|29.22\|74814;2026-10-16\|29.38\|-1.67\|30.15\|30.29\|29.21\|77319;2026-10-19\|31.15\|6.02\|29.21\|31.55\|29.18\|213121;2026-10-20\|31.23\|0.26\|31.12\|31.47\|30.88\|100342;2026-10-21\|31.48\|0.80\|31.35\|31.60\|31.05\|114167;2026-10-22\|30.94\|-1.72\|31.41\|31.64\|30.93\|90101;2026-10-23\|32.06\|3.62\|30.71\|32.15\|30.29\|175714;2026-10-26\|32.23\|0.53\|31.80\|32.56\|31.65\|132990;2026-10-27\|30.67\|-4.84\|32.22\|32.52\|30.65\|124456;2026-10-28\|30.25\|-1.37\|30.67\|31.06\|30.15\|124085;2026-10-29\|29.48\|-2.55\|30.07\|30.17\|29.20\|127725;2026-10-30\|28.70\|-2.65\|29.15\|29.70\|28.69\|114376;2026-11-02\|29.66\|3.34\|28.88\|29.95\|28.63\|124146;2026-11-03\|29.75\|0.30\|29.46\|29.92\|29.42\|89562;2026-11-04\|30.26\|1.71\|29.88\|30.37\|29.54\|102544;2026-11-05\|30.53\|0.89\|30.26\|30.83\|30.16\|110032;2026-11-06\|30.14\|-1.28\|29.77\|30.47\|29.67\|71487;2026-11-09\|29.91\|-0.76\|30.25\|30.46\|29.80\|64596;2026-11-10\|29.95\|0.13\|30.15\|30.30\|29.92\|60028;2026-11-11\|30.00\|0.17\|29.95\|30.38\|29.70\|83498;2026-11-12\|29.50\|-1.67\|30.06\|30.10\|29.50\|90270
120316	其它归类	电网设备+防冰机器人+高送转 1、据2026年4月24日年报，公司打造了新一代具身智能防冰机器人“小黄人”，该产品基于“预防覆冰”新理念，通过多模态大模型实时分析并自主启动作业，自2025年规模化部署后取得良好效果。 2、据2026年4月24日年报，公司主动布局具身智能创新产品，围绕电力输变配核心场景，重点推进防冰除冰机器人、具身智能巡视终端等产品研发与市场落地，相关产品已在国家电网重点区域试点验证。 3、据2026年7月11日公告，公司2025年年度权益分派方案为每10股送红股4.80股并派5.00元现金，股权登记日为2026年7月16日。	高送转-公司2025年年度权益分派方案为每10股送红股4.80股并派5.00元现金，股权登记日为2026年7月16日	2026-07-03\|27.73\|0.73\|27.27\|28.30\|27.27\|18935;2026-07-06\|26.98\|-2.70\|27.56\|27.92\|26.92\|12294;2026-07-07\|25.90\|-4.00\|26.74\|27.15\|25.84\|12928;2026-07-08\|25.68\|-0.85\|25.80\|26.18\|25.57\|9974;2026-07-09\|26.19\|1.99\|25.62\|26.19\|25.12\|15320;2026-07-10\|26.81\|2.37\|26.01\|27.36\|25.81\|15967;2026-07-13\|29.49\|10.00\|27.16\|29.49\|26.98\|42878;2026-07-14\|32.44\|10.00\|30.10\|32.44\|29.92\|32122;2026-07-15\|35.68\|9.99\|34.00\|35.68\|33.68\|101813;2026-07-16\|33.78\|-5.33\|34.01\|35.68\|32.11\|108139;2026-07-17\|24.74\|10.00\|20.90\|24.74\|20.90\|191440;2026-07-20\|26.72\|8.00\|23.76\|26.75\|23.58\|223548;2026-07-21\|24.05\|-9.99\|24.76\|25.10\|24.05\|31716;2026-07-22\|21.65\|-9.98\|21.65\|21.65\|21.65\|25916;2026-07-23\|23.82\|10.02\|20.27\|23.82\|20.27\|187407;2026-07-24\|21.44\|-9.99\|22.30\|23.11\|21.44\|151203;2026-07-27\|22.04\|2.80\|20.81\|22.17\|20.48\|123042;2026-07-28\|21.16\|-3.99\|21.89\|22.28\|20.85\|106078;2026-07-29\|20.69\|-2.22\|20.76\|20.94\|19.41\|99726;2026-07-30\|19.45\|-5.99\|20.32\|20.69\|19.20\|84831;2026-07-31\|19.85\|2.06\|19.47\|20.10\|19.47\|61536;2026-08-03\|20.38\|2.67\|19.86\|20.45\|19.68\|54475;2026-08-04\|22.42\|10.01\|20.89\|22.42\|20.60\|59269;2026-08-05\|23.41\|4.42\|23.77\|24.60\|22.90\|178112;2026-08-06\|22.78\|-2.69\|23.26\|23.39\|22.52\|109387;2026-08-07\|22.99\|0.92\|22.75\|23.12\|22.24\|90928;2026-08-10\|25.29\|10.00\|25.29\|25.29\|24.60\|65541;2026-08-11\|23.87\|-5.61\|25.25\|25.25\|23.35\|148034;2026-08-12\|23.95\|0.34\|23.92\|24.30\|23.40\|98624;2026-08-13\|23.06\|-3.72\|23.60\|24.24\|23.03\|98893;2026-08-14\|22.20\|-3.73\|22.62\|22.98\|21.90\|83405;2026-08-17\|23.34\|5.14\|22.46\|23.35\|21.97\|93516;2026-08-18\|22.39\|-4.07\|22.98\|23.08\|22.20\|67440;2026-08-19\|21.25\|-5.09\|21.95\|22.22\|21.18\|50986;2026-08-20\|21.47\|1.04\|21.60\|21.89\|21.14\|37128;2026-08-21\|21.32\|-0.70\|21.20\|21.44\|20.72\|32145;2026-08-24\|20.95\|-1.74\|21.15\|21.30\|20.58\|38928;2026-08-25\|21.35\|1.91\|20.70\|21.42\|20.65\|36749;2026-08-26\|21.48\|0.61\|21.56\|21.63\|20.91\|41073;2026-08-27\|21.36\|-0.56\|21.20\|21.55\|21.02\|37482;2026-08-28\|21.39\|0.14\|21.26\|21.53\|21.18\|35132;2026-08-31\|22.26\|4.07\|21.39\|22.26\|21.09\|79160;2026-09-01\|21.84\|-1.89\|21.89\|22.10\|21.45\|57375;2026-09-02\|22.06\|1.01\|21.60\|22.52\|21.40\|62000;2026-09-03\|21.39\|-3.04\|22.15\|22.35\|21.20\|51609;2026-09-04\|21.02\|-1.73\|21.46\|21.98\|20.98\|46278;2026-09-07\|21.26\|1.14\|21.02\|21.29\|20.85\|30257;2026-09-08\|21.29\|0.14\|21.22\|21.40\|21.10\|24561;2026-09-09\|21.82\|2.49\|21.56\|22.00\|21.15\|58905;2026-09-10\|22.60\|3.57\|21.70\|22.86\|21.22\|96045;2026-09-11\|22.82\|0.97\|22.53\|23.28\|21.81\|116890;2026-09-14\|21.58\|-5.43\|23.08\|23.13\|21.01\|90862;2026-09-15\|19.91\|-7.74\|21.17\|21.69\|19.74\|83844;2026-09-16\|20.45\|2.71\|19.76\|20.77\|19.62\|53602;2026-09-17\|20.03\|-2.05\|20.45\|20.45\|19.90\|39186;2026-09-18\|20.34\|1.55\|20.07\|20.60\|20.07\|45899;2026-09-21\|20.76\|2.06\|20.47\|20.77\|20.37\|36112;2026-09-22\|20.92\|0.77\|20.85\|21.27\|20.77\|41973;2026-09-23\|20.38\|-2.58\|20.98\|21.10\|20.27\|29718;2026-09-24\|19.59\|-3.88\|19.95\|19.95\|19.41\|44804;2026-09-28\|19.79\|1.02\|19.50\|20.24\|19.50\|35477;2026-09-29\|19.68\|-0.56\|19.72\|20.14\|19.61\|24191;2026-09-30\|19.53\|-0.76\|19.71\|19.94\|19.50\|24000;2026-10-08\|19.80\|1.38\|19.71\|20.17\|19.58\|29294;2026-10-09\|19.69\|-0.56\|19.82\|19.86\|18.85\|37573;2026-10-12\|19.12\|-2.89\|19.58\|19.73\|19.11\|23172;2026-10-13\|19.67\|2.88\|19.01\|20.30\|18.42\|43806;2026-10-14\|19.03\|-3.25\|19.54\|19.59\|19.00\|23851;2026-10-15\|18.50\|-2.79\|18.55\|18.80\|18.44\|22230;2026-10-16\|18.41\|-0.49\|18.78\|18.93\|18.29\|17809;2026-10-19\|18.52\|0.60\|18.45\|18.66\|18.01\|19939;2026-10-20\|20.37\|9.99\|18.60\|20.37\|18.43\|105550;2026-10-21\|21.23\|4.22\|20.29\|22.29\|20.01\|159588;2026-10-22\|22.40\|5.51\|20.95\|22.90\|20.57\|173621;2026-10-23\|22.98\|2.59\|21.61\|23.48\|20.78\|148889;2026-10-26\|22.18\|-3.48\|21.86\|22.67\|21.86\|79510;2026-10-27\|22.63\|2.03\|22.18\|22.96\|21.90\|97746;2026-10-28\|23.00\|1.64\|22.50\|23.45\|22.40\|83055;2026-10-29\|21.82\|-5.13\|22.66\|22.77\|21.60\|68158;2026-10-30\|21.87\|0.23\|21.52\|22.43\|21.41\|59974;2026-11-02\|22.19\|1.46\|21.87\|22.40\|21.47\|48271;2026-11-03\|21.64\|-2.48\|21.90\|22.26\|21.41\|35797;2026-11-04\|20.67\|-4.48\|21.65\|22.09\|19.48\|126733;2026-11-05\|21.97\|6.29\|20.01\|22.22\|20.00\|101507;2026-11-06\|21.17\|-3.64\|21.10\|22.04\|21.04\|47228;2026-11-09\|23.29\|10.01\|21.53\|23.29\|21.47\|116070;2026-11-10\|24.50\|5.20\|23.75\|24.50\|23.03\|196333;2026-11-11\|24.54\|0.16\|24.06\|25.30\|23.88\|168035;2026-11-12\|23.62\|-3.75\|24.24\|24.53\|23.55\|94736
120315	其它归类	磷化铟衬底+终止减持+光稳定剂 1、据2026年6月9日公告，公司拟与朱蓉辉、汇智光芯共同出资1000万元设立合资公司，从事磷化铟衬底研发生产销售，公司持股70%；一期固定投资1亿元，预期年产12万片4-6英寸磷化铟衬底；据2026年6月13日公告，核心人物朱蓉辉在化合物半导体领域具有超20年研发和产业化经验。 2、据2026年6月17日公告，股东联发合伙、联拓合伙于2026年6月16日提前终止减持计划，在减持计划实施期间未减持任何公司股份。 3、据2025年年报，公司主营受阻胺光稳定剂及其中间体，是全球最主要的光稳定剂制造与服务商之一，产品应用领域涵盖光伏背板胶膜等。	公司拟设立合资公司开展磷化铟衬底业务，预计二期产能40万片/年	2026-07-03\|18.80\|-2.19\|19.17\|19.90\|18.50\|315556;2026-07-06\|18.41\|-2.07\|18.29\|19.20\|17.80\|282169;2026-07-07\|20.25\|9.99\|18.74\|20.25\|18.32\|690848;2026-07-08\|21.91\|8.20\|19.49\|22.28\|19.48\|749205;2026-07-09\|20.98\|-4.24\|19.72\|21.49\|19.72\|694781;2026-07-10\|19.45\|-7.29\|20.00\|20.85\|18.89\|484092;2026-07-13\|21.40\|10.03\|19.01\|21.40\|19.00\|417595;2026-07-14\|23.54\|10.00\|21.84\|23.54\|20.72\|543948;2026-07-15\|21.19\|-9.98\|23.04\|23.54\|21.19\|412406;2026-07-16\|19.07\|-10.00\|19.07\|19.59\|19.07\|74379;2026-07-17\|17.16\|-10.02\|17.16\|17.16\|17.16\|30291;2026-07-20\|15.44\|-10.02\|15.44\|16.16\|15.44\|245593;2026-07-21\|13.90\|-9.97\|13.90\|14.78\|13.90\|450731;2026-07-22\|13.88\|-0.14\|13.25\|14.58\|13.14\|468974;2026-07-23\|13.55\|-2.38\|13.88\|14.12\|13.26\|357784;2026-07-24\|14.70\|8.49\|13.30\|14.85\|13.21\|476532;2026-07-27\|15.55\|5.78\|14.20\|15.82\|13.42\|453796;2026-07-28\|16.06\|3.28\|15.21\|16.45\|14.84\|481950;2026-07-29\|14.45\|-10.02\|14.60\|15.15\|14.45\|140726;2026-07-30\|13.01\|-9.97\|13.01\|14.20\|13.01\|463945;2026-07-31\|12.76\|-1.92\|13.10\|14.00\|12.76\|481676;2026-08-03\|13.79\|8.07\|12.83\|14.04\|12.83\|541384;2026-08-04\|14.54\|5.44\|13.97\|14.61\|13.06\|530602;2026-08-05\|15.51\|6.67\|14.68\|15.65\|14.68\|490018;2026-08-06\|15.77\|1.68\|15.44\|16.30\|14.82\|476596;2026-08-07\|16.14\|2.35\|15.43\|16.88\|14.90\|447515;2026-08-10\|17.75\|9.98\|16.59\|17.75\|16.59\|437467;2026-08-11\|17.01\|-4.17\|17.30\|17.59\|16.37\|500291;2026-08-12\|16.90\|-0.65\|16.84\|17.44\|16.38\|395777;2026-08-13\|16.01\|-5.27\|17.09\|17.16\|15.99\|386313;2026-08-14\|16.05\|0.25\|16.33\|16.53\|15.56\|294245;2026-08-17\|16.46\|2.55\|16.07\|16.79\|15.72\|315607;2026-08-18\|18.11\|10.02\|16.70\|18.11\|16.60\|633559;2026-08-19\|16.30\|-9.99\|16.97\|18.28\|16.30\|473113;2026-08-20\|15.75\|-3.37\|16.30\|16.50\|15.60\|327232;2026-08-21\|17.33\|10.03\|15.66\|17.33\|15.48\|346818;2026-08-24\|18.81\|8.54\|17.68\|19.05\|16.90\|637854;2026-08-25\|17.82\|-5.26\|18.25\|19.12\|17.60\|485877;2026-08-26\|17.51\|-1.74\|17.88\|17.98\|16.80\|356161;2026-08-27\|17.87\|2.06\|17.35\|17.90\|17.01\|461484;2026-08-28\|16.92\|-5.32\|17.33\|17.94\|16.85\|348181;2026-08-31\|17.49\|3.37\|16.24\|17.64\|16.18\|349275;2026-09-01\|16.26\|-7.03\|17.32\|17.32\|16.12\|296485;2026-09-02\|15.90\|-2.21\|15.70\|16.58\|15.00\|275861;2026-09-03\|15.12\|-4.91\|15.82\|15.87\|15.12\|210969;2026-09-04\|14.35\|-5.09\|15.20\|15.36\|14.24\|233228;2026-09-07\|14.61\|1.81\|14.50\|14.78\|14.24\|214732;2026-09-08\|14.26\|-2.40\|14.25\|14.69\|13.90\|244550;2026-09-09\|13.95\|-2.17\|14.51\|14.94\|13.85\|218207;2026-09-10\|13.67\|-2.01\|13.87\|13.87\|13.49\|136336;2026-09-11\|13.55\|-0.88\|13.77\|13.77\|13.18\|124273;2026-09-14\|13.60\|0.37\|13.45\|13.68\|13.31\|81340;2026-09-15\|13.72\|0.88\|13.55\|13.89\|13.43\|144207;2026-09-16\|14.40\|4.96\|14.04\|14.68\|13.61\|344216;2026-09-17\|13.95\|-3.12\|14.25\|14.67\|13.90\|263753;2026-09-18\|14.27\|2.29\|14.01\|14.65\|13.93\|259361;2026-09-21\|14.27\|0.00\|14.26\|14.45\|14.14\|171355;2026-09-22\|14.94\|4.70\|14.46\|15.65\|14.41\|360938;2026-09-23\|14.79\|-1.00\|14.80\|14.88\|14.21\|240804;2026-09-24\|16.27\|10.01\|15.10\|16.27\|14.72\|444116;2026-09-28\|15.12\|-7.07\|16.42\|16.68\|15.07\|411162;2026-09-29\|14.83\|-1.92\|14.99\|15.14\|14.57\|243553;2026-09-30\|14.23\|-4.05\|15.07\|15.39\|14.16\|247422;2026-10-08\|14.03\|-1.41\|14.51\|14.98\|13.90\|224397;2026-10-09\|13.68\|-2.49\|13.93\|14.26\|13.11\|174709;2026-10-12\|14.49\|5.92\|13.85\|15.05\|13.25\|352718;2026-10-13\|14.76\|1.86\|13.66\|15.03\|13.32\|340023;2026-10-14\|13.56\|-8.13\|14.82\|14.82\|13.55\|258283;2026-10-15\|13.06\|-3.69\|12.96\|13.55\|12.81\|168826;2026-10-16\|12.91\|-1.15\|13.24\|13.33\|12.67\|135428;2026-10-19\|12.95\|0.31\|12.92\|13.06\|12.21\|122949;2026-10-20\|13.09\|1.08\|12.81\|13.31\|12.71\|105853;2026-10-21\|13.36\|2.06\|13.50\|13.78\|13.12\|151266;2026-10-22\|12.54\|-6.14\|13.36\|13.36\|12.44\|122844;2026-10-23\|12.71\|1.36\|12.21\|12.75\|11.72\|123415;2026-10-26\|12.40\|-2.44\|12.70\|12.70\|12.28\|68360;2026-10-27\|12.13\|-2.18\|12.49\|12.94\|12.12\|71642;2026-10-28\|12.76\|5.19\|12.30\|12.94\|12.10\|134073;2026-10-29\|12.40\|-2.82\|12.70\|13.25\|12.39\|105664;2026-10-30\|12.12\|-2.26\|12.10\|12.67\|11.71\|118615;2026-11-02\|12.43\|2.56\|12.20\|12.49\|11.95\|93530;2026-11-03\|12.02\|-3.30\|12.27\|12.55\|11.92\|89213;2026-11-04\|12.88\|7.15\|12.18\|13.04\|11.95\|186393;2026-11-05\|13.43\|4.27\|12.64\|13.53\|12.55\|168629;2026-11-06\|13.07\|-2.68\|12.92\|13.28\|12.76\|85482;2026-11-09\|13.21\|1.07\|13.30\|13.45\|13.18\|61807;2026-11-10\|13.28\|0.53\|13.45\|13.45\|13.18\|69486;2026-11-11\|13.80\|3.92\|13.28\|13.96\|13.20\|107142;2026-11-12\|13.50\|-2.17\|13.78\|13.94\|13.48\|88733
120314	证监会同意宇树科技IPO注册	高速铜缆连接+人形机器人线缆+可控核聚变行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年3月17日互动易，当前AI智算行业呈现光铜并举、协同发展的趋势，公司立足核心铜缆技术优势，针对智算场景下的高速铜缆连接领域已开展专项技术研究。 2、据2026年4月17日年报，公司正布局人形机器人用线缆，研发的高柔性极细电缆可实现1000万次以上耐弯折，旨在填补国内空白并满足特斯拉、华为等企业产品落地需求。 3、据2026年4月17日年报，公司是唯一中标“法国国际热核聚变实验堆ITER计划”电缆项目的中国企业，并加入国内核聚变产业联盟，是联盟中唯一覆盖电缆与电气贯穿件的会员单位。 4、据2026年4月27日公告，公司2026年一季度实现营收10.90亿元，同比增长44.28%。	公司积极布局人形机器人领域，自主研发超柔性线缆系列产品，动态弯折寿命优于传统工业机器人线缆；同时为北京星动纪元科技有限公司提供专用线缆解决方案，并战略投资无锡智动力机器人有限公司	2026-07-03\|53.25\|-1.21\|54.99\|56.00\|53.03\|61047;2026-07-06\|51.59\|-3.12\|53.74\|54.79\|51.10\|66501;2026-07-07\|50.98\|-1.18\|50.71\|52.99\|50.32\|59430;2026-07-08\|51.90\|1.80\|50.55\|52.10\|48.20\|62053;2026-07-09\|52.62\|1.39\|51.50\|53.43\|50.50\|63069;2026-07-10\|58.64\|11.44\|54.01\|60.78\|52.20\|139701;2026-07-13\|68.84\|17.39\|60.34\|70.37\|60.34\|238334;2026-07-14\|67.60\|-1.80\|65.80\|69.38\|64.00\|137687;2026-07-15\|67.37\|-0.34\|66.93\|69.24\|64.66\|113515;2026-07-16\|65.00\|-3.52\|68.00\|68.80\|63.00\|145905;2026-07-17\|57.06\|-12.22\|63.02\|66.68\|57.00\|115452;2026-07-20\|53.39\|-6.43\|59.35\|59.86\|52.00\|119136;2026-07-21\|64.07\|20.00\|54.60\|64.07\|54.35\|90723;2026-07-22\|67.08\|4.70\|65.84\|69.38\|62.13\|151887;2026-07-23\|60.69\|-9.53\|67.06\|67.30\|60.33\|115390;2026-07-24\|50.61\|-16.61\|59.71\|59.92\|50.28\|137657;2026-07-27\|59.30\|17.17\|51.53\|59.80\|51.53\|134705;2026-07-28\|58.45\|-1.43\|58.10\|61.77\|58.10\|85586;2026-07-29\|58.50\|0.09\|57.01\|59.00\|54.57\|89092;2026-07-30\|53.64\|-8.31\|58.50\|58.50\|52.95\|70422;2026-07-31\|52.56\|-2.01\|55.26\|56.27\|52.41\|86765;2026-08-03\|47.90\|-8.87\|52.50\|53.58\|46.86\|101391;2026-08-04\|50.82\|6.10\|48.28\|50.98\|47.00\|76766;2026-08-05\|54.83\|7.89\|49.62\|55.00\|49.46\|91293;2026-08-06\|59.71\|8.90\|54.79\|59.71\|54.01\|95494;2026-08-07\|53.72\|-10.03\|60.02\|60.08\|51.33\|147983;2026-08-10\|51.54\|-4.06\|54.23\|54.23\|50.40\|100510;2026-08-11\|51.03\|-0.99\|51.01\|52.60\|50.59\|74595;2026-08-12\|52.32\|2.53\|51.02\|52.65\|50.41\|79488;2026-08-13\|51.15\|-2.24\|52.59\|55.83\|51.05\|97908;2026-08-14\|51.61\|0.90\|52.00\|52.50\|50.51\|58259;2026-08-17\|56.33\|9.15\|52.00\|56.47\|50.69\|87926;2026-08-18\|57.10\|1.37\|56.82\|57.49\|54.53\|80644;2026-08-19\|51.28\|-10.19\|56.43\|56.43\|51.19\|76744;2026-08-20\|51.37\|0.18\|52.99\|53.20\|50.61\|61036;2026-08-21\|52.62\|2.43\|51.38\|53.15\|50.50\|59522;2026-08-24\|49.31\|-6.29\|52.08\|52.27\|48.50\|68998;2026-08-25\|48.73\|-1.18\|49.28\|49.28\|46.99\|39497;2026-08-26\|49.07\|0.70\|48.72\|49.99\|47.60\|31057;2026-08-27\|50.74\|3.40\|49.51\|50.97\|49.22\|45140;2026-08-28\|51.09\|0.69\|50.78\|54.30\|50.60\|70073;2026-08-31\|52.91\|3.56\|51.20\|52.97\|50.81\|48658;2026-09-01\|52.23\|-1.29\|52.03\|52.40\|48.88\|70592;2026-09-02\|52.98\|1.44\|51.99\|54.30\|51.02\|57610;2026-09-03\|54.08\|2.08\|53.99\|55.96\|52.20\|59882;2026-09-04\|55.10\|1.89\|56.00\|60.50\|54.51\|113747;2026-09-07\|58.01\|5.28\|56.08\|59.69\|51.10\|114738;2026-09-08\|55.90\|-3.64\|57.59\|58.40\|55.20\|79252;2026-09-09\|56.27\|0.66\|55.15\|57.00\|54.96\|54985;2026-09-10\|55.97\|-0.53\|56.65\|57.70\|55.01\|38816;2026-09-11\|54.03\|-3.47\|55.20\|56.16\|53.00\|40842;2026-09-14\|51.89\|-3.96\|52.96\|54.32\|51.33\|51570;2026-09-15\|50.15\|-3.35\|51.70\|51.89\|49.90\|44641;2026-09-16\|50.30\|0.30\|50.11\|50.85\|49.50\|35677;2026-09-17\|50.98\|1.66\|50.68\|51.98\|50.52\|44317;2026-09-18\|51.97\|1.94\|52.00\|52.47\|50.71\|36096;2026-09-21\|52.10\|0.25\|52.50\|54.30\|52.06\|37836;2026-09-22\|55.60\|6.72\|52.51\|55.96\|52.19\|80050;2026-09-23\|58.11\|4.51\|55.25\|58.86\|55.21\|69978;2026-09-24\|55.47\|-4.54\|57.44\|58.07\|53.23\|84867;2026-09-28\|57.41\|3.50\|55.06\|58.37\|52.30\|82927;2026-09-29\|58.55\|1.99\|55.99\|60.19\|55.40\|112306;2026-09-30\|61.60\|5.21\|58.95\|62.80\|58.62\|111649;2026-10-08\|61.01\|-0.96\|61.60\|61.70\|57.01\|93265;2026-10-09\|60.10\|-1.49\|63.10\|63.58\|56.65\|81012;2026-10-12\|69.93\|16.36\|61.72\|70.00\|61.00\|138624;2026-10-13\|66.08\|-5.51\|66.61\|68.60\|61.87\|123790;2026-10-14\|57.50\|-12.98\|64.86\|65.59\|57.50\|92148;2026-10-15\|62.49\|8.68\|56.35\|66.44\|55.50\|116757;2026-10-16\|60.70\|-2.86\|62.46\|63.68\|59.75\|74878;2026-10-19\|56.38\|-7.12\|59.51\|60.70\|53.50\|67619;2026-10-20\|59.95\|6.33\|56.43\|62.50\|55.62\|77353;2026-10-21\|58.72\|-2.05\|59.94\|61.50\|58.64\|47303;2026-10-22\|57.81\|-1.55\|59.40\|60.97\|57.80\|39290;2026-10-23\|58.90\|1.89\|56.09\|59.99\|53.20\|55391;2026-10-26\|55.56\|-5.67\|58.52\|58.90\|54.60\|45888;2026-10-27\|54.79\|-1.39\|56.00\|57.90\|54.79\|37961;2026-10-28\|56.99\|4.02\|54.77\|57.78\|53.35\|45058;2026-10-29\|54.59\|-4.21\|57.00\|57.50\|54.50\|34043;2026-10-30\|48.85\|-10.51\|52.53\|54.59\|48.83\|60002;2026-11-02\|50.22\|2.80\|48.82\|50.89\|47.00\|46666;2026-11-03\|45.74\|-8.92\|49.85\|50.03\|45.08\|50015;2026-11-04\|46.21\|1.03\|46.65\|46.65\|41.73\|74475;2026-11-05\|46.78\|1.23\|45.37\|47.31\|45.01\|44072;2026-11-06\|45.88\|-1.92\|42.00\|49.64\|42.00\|52732;2026-11-09\|44.10\|-3.88\|45.87\|47.50\|43.77\|46931;2026-11-10\|44.60\|1.13\|44.98\|46.00\|44.40\|47666;2026-11-11\|46.30\|3.81\|44.55\|46.99\|44.55\|44056;2026-11-12\|44.05\|-4.86\|46.18\|46.98\|43.90\|46283
120313	证监会同意宇树科技IPO注册	机器人+家电零部件+宁波国资 1、据2026年5月26日投资者关系活动记录表，公司积极开拓机器人零部件领域，现有尚在开拓产品为工业机器人减速器中的钢轮，目前处于小批量交样阶段；公司拓展的无人机零部件主要应用于无人机的传动部分，其中2款产品已获得定点，其他均处于打样阶段。 2、据2025年年度报告，公司是一家以机械精加工为主的制造型企业，专业从事洗衣机离合器等家电零部件、汽车零部件及电动工具零部件的研发、设计、生产与销售。 3、据2025年年度报告，公司控股股东为宁波工业投资集团有限公司，实际控制人为宁波市人民政府国有资产监督管理委员会，属于国有企业。	公司称有几款工业机器人零部件仍处于客户验证阶段，暂未有量产产品	2026-07-03\|13.65\|5.00\|12.89\|13.85\|12.89\|30678;2026-07-06\|13.20\|-3.30\|13.58\|13.78\|13.20\|19688;2026-07-07\|12.77\|-3.26\|13.20\|13.29\|12.76\|15630;2026-07-08\|12.52\|-1.96\|12.96\|12.96\|12.43\|15211;2026-07-09\|12.31\|-1.68\|12.60\|12.69\|12.13\|19771;2026-07-10\|12.56\|2.03\|12.22\|12.87\|12.18\|21535;2026-07-13\|13.82\|10.03\|12.86\|13.82\|12.62\|45451;2026-07-14\|13.90\|0.58\|14.19\|14.37\|13.50\|65021;2026-07-15\|14.00\|0.72\|13.26\|14.09\|12.97\|63911;2026-07-16\|13.71\|-2.07\|13.73\|13.89\|13.40\|36601;2026-07-17\|14.25\|3.94\|13.51\|14.50\|13.51\|67668;2026-07-20\|14.49\|1.68\|13.95\|14.49\|13.75\|54173;2026-07-21\|13.52\|-6.69\|14.33\|14.34\|13.04\|55273;2026-07-22\|12.93\|-4.36\|13.36\|13.43\|12.78\|41349;2026-07-23\|12.86\|-0.54\|12.93\|12.93\|12.45\|33144;2026-07-24\|12.32\|-4.20\|12.70\|12.81\|12.30\|21073;2026-07-27\|12.52\|1.62\|12.35\|12.55\|12.17\|15866;2026-07-28\|12.47\|-0.40\|12.32\|12.75\|12.32\|15689;2026-07-29\|12.69\|1.76\|12.43\|12.76\|12.38\|14836;2026-07-30\|12.42\|-2.13\|12.67\|12.81\|12.35\|19040;2026-07-31\|12.76\|2.74\|12.42\|12.83\|12.42\|22717;2026-08-03\|13.13\|2.90\|12.85\|13.13\|12.72\|23790;2026-08-04\|13.23\|0.76\|13.14\|13.25\|13.01\|19516;2026-08-05\|13.27\|0.30\|13.23\|13.30\|13.08\|16545;2026-08-06\|13.31\|0.30\|13.24\|13.36\|13.06\|15188;2026-08-07\|13.31\|0.00\|13.36\|13.53\|13.10\|14635;2026-08-10\|13.90\|4.43\|13.30\|13.98\|13.18\|31196;2026-08-11\|13.84\|-0.43\|14.00\|14.06\|13.69\|17593;2026-08-12\|13.77\|-0.51\|13.81\|13.83\|13.67\|13155;2026-08-13\|13.64\|-0.94\|13.73\|13.85\|13.58\|14456;2026-08-14\|13.73\|0.66\|13.65\|13.79\|13.58\|12424;2026-08-17\|13.72\|-0.07\|13.89\|14.01\|13.56\|15073;2026-08-18\|13.95\|1.68\|13.73\|13.99\|13.60\|18783;2026-08-19\|13.56\|-2.80\|13.91\|13.91\|13.52\|16484;2026-08-20\|13.67\|0.81\|13.59\|13.81\|13.59\|8089;2026-08-21\|13.69\|0.15\|13.67\|13.72\|13.40\|10168;2026-08-24\|13.41\|-2.05\|13.66\|13.75\|13.29\|9722;2026-08-25\|13.65\|1.79\|13.41\|13.72\|13.25\|13782;2026-08-26\|13.61\|-0.29\|13.65\|13.78\|13.48\|9905;2026-08-27\|13.55\|-0.44\|13.59\|13.77\|13.51\|8889;2026-08-28\|13.84\|2.14\|13.55\|13.97\|13.48\|18135;2026-08-31\|13.97\|0.94\|13.83\|14.27\|13.78\|17811;2026-09-01\|14.02\|0.36\|13.94\|14.09\|13.85\|13967;2026-09-02\|13.92\|-0.71\|13.97\|14.08\|13.79\|11653;2026-09-03\|13.55\|-2.66\|14.08\|14.08\|13.55\|11575;2026-09-04\|13.52\|-0.22\|13.63\|13.90\|13.44\|16097;2026-09-07\|13.61\|0.67\|13.47\|13.75\|13.37\|11250;2026-09-08\|14.06\|3.31\|13.61\|14.17\|13.56\|20618;2026-09-09\|13.94\|-0.85\|14.06\|14.28\|13.83\|15054;2026-09-10\|13.63\|-2.22\|13.91\|13.95\|13.59\|10892;2026-09-11\|13.20\|-3.15\|13.60\|13.61\|13.01\|24252;2026-09-14\|13.81\|4.62\|13.27\|14.50\|13.13\|40990;2026-09-15\|13.16\|-4.71\|13.95\|14.02\|13.16\|27961;2026-09-16\|13.23\|0.53\|13.16\|13.30\|13.02\|15362;2026-09-17\|13.95\|5.44\|13.16\|13.98\|13.16\|37734;2026-09-18\|14.16\|1.51\|14.01\|14.45\|13.95\|27696;2026-09-21\|14.41\|1.77\|14.16\|14.62\|14.16\|21694;2026-09-22\|14.44\|0.21\|14.54\|14.80\|14.33\|18644;2026-09-23\|14.41\|-0.21\|14.40\|14.79\|14.34\|17889;2026-09-24\|14.44\|0.21\|14.44\|14.64\|14.27\|11969;2026-09-28\|14.55\|0.76\|14.61\|14.76\|14.32\|19051;2026-09-29\|14.42\|-0.89\|14.52\|14.60\|14.29\|13724;2026-09-30\|14.35\|-0.49\|14.50\|14.60\|14.32\|9902;2026-10-08\|14.27\|-0.56\|14.35\|14.57\|14.15\|12628;2026-10-09\|14.29\|0.14\|14.33\|14.48\|13.81\|18095;2026-10-12\|14.15\|-0.98\|14.28\|14.44\|14.01\|12769;2026-10-13\|14.35\|1.41\|14.38\|14.40\|13.73\|16704;2026-10-14\|13.95\|-2.79\|14.34\|14.43\|13.87\|10541;2026-10-15\|13.50\|-3.23\|13.87\|13.87\|13.45\|14987;2026-10-16\|13.85\|2.59\|13.63\|14.05\|13.63\|12283;2026-10-19\|13.88\|0.22\|13.84\|13.90\|13.21\|14079;2026-10-20\|14.09\|1.51\|13.87\|14.21\|13.61\|12057;2026-10-21\|14.69\|4.26\|14.21\|15.50\|14.13\|87078;2026-10-22\|14.82\|0.89\|14.63\|15.50\|14.30\|93016;2026-10-23\|16.30\|9.99\|14.22\|16.30\|14.21\|127934;2026-10-26\|16.69\|2.39\|17.60\|17.93\|16.50\|181968;2026-10-27\|15.02\|-10.01\|15.05\|15.75\|15.02\|67648;2026-10-28\|14.46\|-3.73\|14.06\|15.03\|13.98\|134858;2026-10-29\|13.70\|-5.26\|14.30\|14.65\|13.65\|99569;2026-10-30\|12.99\|-5.18\|13.49\|14.10\|12.99\|76830;2026-11-02\|13.50\|3.93\|13.09\|13.58\|12.68\|62306;2026-11-03\|13.33\|-1.26\|13.38\|13.81\|13.15\|37840;2026-11-04\|13.50\|1.28\|13.48\|13.60\|12.95\|41607;2026-11-05\|13.71\|1.56\|13.42\|13.81\|13.35\|31264;2026-11-06\|14.00\|2.12\|13.27\|14.26\|13.15\|48122;2026-11-09\|13.91\|-0.64\|14.20\|14.59\|13.86\|55416;2026-11-10\|14.82\|6.54\|13.96\|15.13\|13.93\|71169;2026-11-11\|15.22\|2.70\|14.81\|15.38\|14.76\|55316;2026-11-12\|14.80\|-2.76\|15.15\|15.35\|14.70\|37334

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