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
113492	日本光纤龙头谋划涨价	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	2026-05-12\|8.18\|-1.68\|8.32\|8.32\|8.14\|38841;2026-05-13\|8.16\|-0.24\|8.21\|8.21\|8.09\|29856;2026-05-14\|8.08\|-0.98\|8.15\|8.17\|8.07\|40914;2026-05-15\|8.09\|0.12\|8.08\|8.19\|8.01\|42129;2026-05-18\|8.03\|-0.74\|8.03\|8.07\|7.92\|43431;2026-05-19\|8.10\|0.87\|8.05\|8.15\|8.01\|26136;2026-05-20\|8.24\|1.73\|8.10\|8.29\|7.97\|47088;2026-05-21\|7.92\|-3.88\|8.16\|8.28\|7.91\|41309;2026-05-22\|8.12\|2.53\|7.97\|8.17\|7.84\|40189;2026-05-25\|8.14\|0.25\|8.18\|8.22\|8.04\|40784;2026-05-26\|7.90\|-2.95\|8.08\|8.14\|7.82\|44339;2026-05-27\|7.74\|-2.03\|7.85\|7.93\|7.66\|37094;2026-05-28\|7.77\|0.39\|7.70\|7.90\|7.61\|40605;2026-05-29\|7.51\|-3.35\|7.78\|7.86\|7.48\|44448;2026-06-01\|7.81\|3.99\|7.53\|7.88\|7.48\|52330;2026-06-02\|7.63\|-2.30\|7.83\|7.84\|7.57\|46395;2026-06-03\|8.39\|9.96\|7.65\|8.39\|7.63\|200343;2026-06-04\|8.68\|3.46\|8.41\|9.15\|8.39\|324936;2026-06-05\|9.55\|10.02\|8.79\|9.55\|8.50\|347262;2026-06-08\|9.45\|-1.05\|9.37\|9.61\|9.01\|319548;2026-06-09\|10.40\|10.05\|10.40\|10.40\|10.40\|54674;2026-06-10\|11.44\|10.00\|11.44\|11.44\|11.44\|36743;2026-06-11\|12.36\|9.96\|12.36\|12.36\|12.36\|128522;2026-06-12\|13.60\|10.03\|13.60\|13.60\|13.60\|98637;2026-06-15\|13.40\|-1.47\|13.18\|13.99\|12.35\|832846;2026-06-16\|14.45\|7.84\|12.80\|14.74\|12.74\|638237;2026-06-17\|14.81\|2.49\|14.05\|15.90\|14.05\|762653;2026-06-18\|15.62\|5.47\|14.81\|16.18\|13.87\|707099;2026-06-22\|17.18\|9.99\|16.51\|17.18\|16.50\|319886;2026-06-23\|17.90\|4.19\|17.00\|18.90\|16.80\|631291;2026-06-24\|18.30\|2.23\|17.88\|19.33\|16.99\|611741;2026-06-25\|20.13\|10.00\|18.50\|20.13\|18.50\|368631;2026-06-26\|21.85\|8.54\|20.61\|22.11\|19.98\|615780;2026-06-29\|19.67\|-9.98\|20.81\|21.66\|19.67\|416466;2026-06-30\|20.26\|3.00\|18.88\|20.59\|18.88\|511842;2026-07-01\|19.19\|-5.28\|19.98\|20.00\|18.70\|426944;2026-07-02\|19.22\|0.16\|18.00\|20.11\|17.46\|416652;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
113491	日本光纤龙头谋划涨价	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、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6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-05-12\|75.10\|0.15\|75.50\|78.50\|74.66\|1770023;2026-05-13\|75.43\|0.44\|73.34\|77.00\|73.33\|1523329;2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055;2026-07-14\|74.38\|6.24\|69.00\|74.39\|68.20\|2224591;2026-07-15\|71.05\|-4.48\|75.88\|77.00\|70.40\|2149138;2026-07-16\|64.85\|-8.73\|68.50\|69.82\|63.95\|2056427;2026-07-17\|58.39\|-9.96\|64.08\|65.20\|58.37\|2065262;2026-07-20\|56.56\|-3.13\|60.39\|60.89\|54.52\|2331697;2026-07-21\|59.96\|6.01\|57.00\|60.26\|50.90\|3358819;2026-07-22\|55.12\|-8.07\|57.61\|59.38\|55.05\|2614739;2026-07-23\|55.67\|1.00\|56.11\|58.18\|55.00\|1837467;2026-07-24\|52.43\|-5.82\|55.00\|55.66\|52.30\|1443955;2026-07-27\|55.55\|5.95\|52.87\|55.83\|51.32\|1561179;2026-07-28\|50.01\|-9.97\|53.40\|54.72\|50.00\|1702444;2026-07-29\|49.75\|-0.52\|50.01\|51.00\|47.27\|1742944;2026-07-30\|47.20\|-5.13\|49.70\|50.50\|45.60\|1763015;2026-07-31\|47.61\|0.87\|50.50\|51.26\|47.58\|2169257;2026-08-03\|47.37\|-0.50\|47.33\|48.50\|46.33\|1534266;2026-08-04\|50.27\|6.12\|48.50\|50.86\|48.20\|2257544;2026-08-05\|54.41\|8.24\|48.15\|55.30\|48.08\|3476057;2026-08-06\|56.15\|3.20\|53.87\|57.18\|53.68\|2889339;2026-08-07\|59.52\|6.00\|56.10\|60.29\|55.80\|2819666;2026-08-10\|59.62\|0.17\|60.99\|61.75\|57.20\|2595991;2026-08-11\|57.62\|-3.35\|57.99\|59.27\|56.36\|1916264;2026-08-12\|59.30\|2.92\|58.23\|59.88\|57.15\|1761704;2026-08-13\|57.25\|-3.46\|60.14\|60.80\|57.21\|2163527;2026-08-14\|62.98\|10.01\|58.10\|62.98\|57.25\|3182814;2026-08-17\|65.06\|3.30\|63.80\|65.50\|63.20\|2987652;2026-08-18\|65.41\|0.54\|65.07\|67.56\|64.53\|2596488;2026-08-19\|58.91\|-9.94\|62.01\|63.27\|58.87\|2307010;2026-08-20\|62.02\|5.28\|59.80\|62.37\|58.08\|1951341;2026-08-21\|62.18\|0.26\|60.89\|63.30\|59.48\|1662566;2026-08-24\|60.43\|-2.81\|62.20\|62.23\|59.30\|1481912;2026-08-25\|64.60\|6.90\|58.20\|66.37\|57.00\|2601434;2026-08-26\|64.83\|0.36\|64.70\|65.80\|63.50\|2110747;2026-08-27\|71.30\|9.98\|66.18\|71.31\|66.13\|2754809;2026-08-28\|68.70\|-3.65\|71.00\|72.21\|68.67\|2602271;2026-08-31\|67.38\|-1.92\|66.00\|68.20\|65.66\|1908892;2026-09-01\|67.34\|-0.06\|67.67\|69.00\|65.07\|1637168;2026-09-02\|66.90\|-0.65\|65.39\|68.77\|64.19\|1499953;2026-09-03\|65.29\|-2.41\|67.77\|67.96\|64.60\|1306763;2026-09-04\|62.22\|-4.70\|65.70\|66.49\|61.22\|1599421;2026-09-07\|64.00\|2.86\|62.99\|64.64\|62.22\|1406854;2026-09-08\|63.11\|-1.39\|63.90\|65.50\|62.66\|1506006;2026-09-09\|66.62\|5.56\|64.51\|67.50\|64.50\|2184008;2026-09-10\|63.91\|-4.07\|65.01\|65.68\|63.80\|1464000;2026-09-11\|65.24\|2.08\|62.00\|65.80\|61.80\|1700286;2026-09-14\|63.20\|-3.13\|63.01\|64.93\|62.22\|1120462;2026-09-15\|62.42\|-1.23\|61.90\|64.26\|61.88\|1129685
113490	日本光纤龙头谋划涨价	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、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6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625;2026-09-15\|12.19\|0.16\|12.09\|12.30\|12.06\|108295
113489	日本光纤龙头谋划涨价	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-05-12\|7.06\|-1.81\|7.19\|7.19\|6.92\|101811;2026-05-13\|7.03\|-0.42\|7.08\|7.14\|6.96\|80776;2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978;2026-07-14\|7.27\|1.68\|7.15\|7.34\|7.01\|205542;2026-07-15\|7.45\|2.48\|7.27\|8.00\|7.01\|327335;2026-07-16\|7.26\|-2.55\|7.29\|7.50\|7.21\|230532;2026-07-17\|6.73\|-7.30\|7.21\|7.31\|6.63\|246075;2026-07-20\|6.06\|-9.96\|6.77\|6.80\|6.06\|270595;2026-07-21\|6.12\|0.99\|6.07\|6.14\|5.51\|270851;2026-07-22\|6.00\|-1.96\|6.00\|6.20\|5.95\|148969;2026-07-23\|6.09\|1.50\|6.02\|6.12\|5.93\|131626;2026-07-24\|6.01\|-1.31\|6.03\|6.27\|5.90\|152065;2026-07-27\|6.61\|9.98\|6.01\|6.61\|5.98\|132370;2026-07-28\|7.03\|6.35\|6.86\|7.27\|6.82\|463052;2026-07-29\|6.68\|-4.98\|6.85\|7.00\|6.54\|316800;2026-07-30\|6.62\|-0.90\|6.59\|6.80\|6.56\|200864;2026-07-31\|6.93\|4.68\|6.78\|7.11\|6.71\|227519;2026-08-03\|6.95\|0.29\|6.88\|7.02\|6.85\|128258;2026-08-04\|7.10\|2.16\|7.00\|7.15\|6.91\|142311;2026-08-05\|7.20\|1.41\|7.08\|7.26\|7.05\|141241;2026-08-06\|7.59\|5.42\|7.18\|7.79\|7.14\|275662;2026-08-07\|7.65\|0.79\|7.54\|7.67\|7.41\|182181;2026-08-10\|7.95\|3.92\|7.67\|7.98\|7.55\|191071;2026-08-11\|8.03\|1.01\|7.95\|8.13\|7.85\|160126;2026-08-12\|8.83\|9.96\|8.00\|8.83\|7.99\|266547;2026-08-13\|9.71\|9.97\|8.99\|9.71\|8.50\|675858;2026-08-14\|10.68\|9.99\|10.19\|10.68\|10.19\|253789;2026-08-17\|11.75\|10.02\|11.75\|11.75\|11.75\|118591;2026-08-18\|11.19\|-4.77\|12.93\|12.93\|10.58\|1626952;2026-08-19\|10.07\|-10.01\|10.07\|10.40\|10.07\|608735;2026-08-20\|9.06\|-10.03\|9.35\|9.55\|9.06\|1006993;2026-08-21\|9.97\|10.04\|8.59\|9.97\|8.59\|1172899;2026-08-24\|10.97\|10.03\|9.97\|10.97\|9.76\|1169260;2026-08-25\|10.94\|-0.27\|10.94\|11.46\|10.35\|1178608;2026-08-26\|11.18\|2.19\|11.14\|11.72\|10.63\|1017150;2026-08-27\|10.87\|-2.77\|10.96\|11.48\|10.60\|1031414;2026-08-28\|11.02\|1.38\|10.78\|11.96\|10.60\|1515969;2026-08-31\|10.55\|-4.26\|10.80\|11.15\|10.28\|1059155;2026-09-01\|11.20\|6.16\|10.76\|11.40\|10.76\|993866;2026-09-02\|11.49\|2.59\|11.22\|12.00\|11.22\|916253;2026-09-03\|11.17\|-2.79\|11.54\|11.75\|11.09\|589536;2026-09-04\|10.54\|-5.64\|11.16\|11.38\|10.46\|596551;2026-09-07\|10.89\|3.32\|10.65\|11.40\|10.47\|686110;2026-09-08\|10.19\|-6.43\|10.85\|11.03\|10.07\|746684;2026-09-09\|10.30\|1.08\|10.25\|11.21\|10.20\|1158677;2026-09-10\|9.63\|-6.50\|10.19\|10.19\|9.53\|919078;2026-09-11\|9.18\|-4.67\|9.33\|9.47\|8.99\|546950;2026-09-14\|9.15\|-0.33\|9.21\|9.28\|8.80\|340826;2026-09-15\|9.00\|-1.64\|9.00\|9.25\|8.90\|324725
113488	长鑫存储过会	收购瑞能半导体+功率半导体+复牌行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电预计2026年销售额（以美元计）增长近30%。 2、TrendForce预计2026Q1 DRAM合约价再涨50-55%，NAND涨33-38%，供需缺口持续扩大。公司原因： 1、据2026年1月15日公告，公司披露发行股份及支付现金购买瑞能半导体100%股权并配套募资预案，2026年1月15日复牌。 2、据2026年1月15日公告，瑞能半导主营晶闸管、碳化硅MOSFET、IGBT等功率器件，客户覆盖消费电子、新能源及汽车领域，交易完成后将完善公司功率半导体产业链。 3、据2025年半年度报告，公司主营特种集成电路与智能安全芯片，FPGA、特种存储器等产品国内领先，汽车安全芯片已导入多家头部Tier1及主机厂。	公司拟购买瑞能半导100%股权，标的主要从事功率半导体的研发、生产和销售，产品主要包括晶闸管、功率二极管、碳化硅二极管、碳化硅MOSFET、IGBT及功率模块等	2026-05-12\|79.59\|-2.87\|81.13\|81.13\|79.07\|370192;2026-05-13\|82.00\|3.03\|78.16\|82.05\|77.53\|420343;2026-05-14\|78.80\|-3.90\|82.60\|82.76\|78.70\|335723;2026-05-15\|77.27\|-1.94\|79.01\|80.48\|76.68\|382419;2026-05-18\|78.33\|1.37\|77.00\|79.77\|76.89\|271868;2026-05-19\|80.97\|3.37\|77.55\|81.00\|76.21\|393393;2026-05-20\|81.30\|0.41\|79.95\|81.99\|79.68\|376570;2026-05-21\|77.89\|-4.19\|82.50\|82.96\|77.41\|501676;2026-05-22\|79.73\|2.36\|78.40\|79.98\|77.55\|318828;2026-05-25\|85.02\|6.63\|82.14\|85.07\|81.66\|680199;2026-05-26\|82.95\|-2.43\|84.46\|84.46\|80.89\|528026;2026-05-27\|85.06\|2.54\|83.50\|89.53\|83.45\|827760;2026-05-28\|86.30\|1.46\|84.51\|86.73\|83.38\|612676;2026-05-29\|79.30\|-8.11\|86.39\|86.53\|78.51\|662666;2026-06-01\|76.51\|-3.52\|79.00\|81.05\|76.50\|449714;2026-06-02\|76.19\|-0.42\|76.55\|77.66\|75.00\|314632;2026-06-03\|77.09\|1.18\|76.22\|78.92\|76.02\|382492;2026-06-04\|77.27\|0.23\|75.66\|78.16\|75.36\|266577;2026-06-05\|75.14\|-2.76\|76.07\|77.75\|73.03\|379816;2026-06-08\|69.98\|-6.87\|72.30\|73.39\|69.61\|339540;2026-06-09\|73.68\|5.29\|71.73\|73.78\|70.91\|285405;2026-06-10\|73.00\|-0.92\|72.75\|75.33\|71.93\|240244;2026-06-11\|71.42\|-2.16\|72.08\|73.20\|70.60\|224630;2026-06-12\|71.51\|0.13\|73.24\|74.00\|70.86\|259205;2026-06-15\|74.76\|4.54\|72.08\|74.76\|71.22\|285678;2026-06-16\|76.71\|2.61\|74.88\|78.08\|74.46\|322133;2026-06-17\|80.00\|4.29\|76.71\|80.82\|76.05\|396388;2026-06-18\|80.39\|0.49\|79.90\|81.88\|79.56\|393282;2026-06-22\|81.96\|1.95\|80.89\|82.48\|79.98\|434743;2026-06-23\|81.91\|-0.06\|81.70\|84.23\|79.86\|421189;2026-06-24\|83.64\|2.11\|81.02\|83.85\|80.17\|367493;2026-06-25\|87.50\|4.62\|84.00\|88.89\|82.87\|662873;2026-06-26\|83.98\|-4.02\|86.01\|87.64\|82.81\|479724;2026-06-29\|85.35\|1.63\|84.00\|87.17\|81.11\|467922;2026-06-30\|88.75\|4.36\|85.10\|90.20\|83.40\|574061;2026-07-01\|86.41\|-2.64\|89.00\|91.79\|85.60\|610553;2026-07-02\|83.55\|-3.31\|84.10\|88.21\|81.30\|517024;2026-07-03\|81.76\|-2.14\|83.55\|84.40\|81.12\|381452;2026-07-06\|83.20\|1.76\|83.00\|84.55\|77.89\|516937;2026-07-07\|82.00\|-1.44\|82.90\|84.79\|81.03\|351957;2026-07-08\|83.51\|1.84\|82.77\|86.19\|79.84\|551234;2026-07-09\|87.09\|4.29\|84.00\|87.10\|82.40\|672332;2026-07-10\|85.83\|-1.45\|85.63\|90.20\|85.58\|892310;2026-07-13\|81.74\|-4.77\|85.00\|86.62\|80.25\|647933;2026-07-14\|78.22\|-4.31\|81.11\|81.89\|74.00\|692479;2026-07-15\|72.24\|-7.65\|78.35\|79.22\|72.05\|567468;2026-07-16\|70.16\|-2.88\|72.07\|74.33\|69.55\|495821;2026-07-17\|64.10\|-8.64\|70.06\|70.16\|64.01\|522156;2026-07-20\|61.77\|-3.63\|64.99\|65.49\|60.56\|428584;2026-07-21\|65.28\|5.68\|62.01\|65.45\|59.81\|430659;2026-07-22\|66.24\|1.47\|64.00\|67.48\|63.80\|443006;2026-07-23\|65.20\|-1.57\|65.65\|65.95\|64.26\|241577;2026-07-24\|64.50\|-1.07\|64.16\|65.91\|64.02\|223699;2026-07-27\|66.00\|2.33\|64.02\|66.43\|62.68\|244036;2026-07-28\|63.82\|-3.30\|64.50\|65.70\|63.42\|192938;2026-07-29\|64.86\|1.63\|63.62\|65.09\|62.66\|219046;2026-07-30\|64.70\|-0.25\|64.12\|65.80\|63.48\|239084;2026-07-31\|65.02\|0.49\|67.20\|67.52\|64.94\|323673;2026-08-03\|64.10\|-1.41\|64.01\|64.66\|63.81\|186860;2026-08-04\|65.55\|2.26\|64.35\|65.70\|64.25\|219506;2026-08-05\|67.20\|2.52\|65.45\|67.85\|65.11\|318242;2026-08-06\|66.50\|-1.04\|66.18\|67.00\|65.71\|240747;2026-08-07\|67.22\|1.08\|66.46\|67.35\|65.42\|276805;2026-08-10\|68.00\|1.16\|67.22\|68.02\|66.23\|242112;2026-08-11\|67.30\|-1.03\|67.51\|68.19\|67.10\|169108;2026-08-12\|67.28\|-0.03\|66.90\|67.65\|66.86\|146692;2026-08-13\|66.14\|-1.69\|67.81\|68.00\|66.10\|229141;2026-08-14\|67.89\|2.65\|66.67\|67.90\|65.53\|272838;2026-08-17\|68.30\|0.60\|66.06\|68.48\|66.00\|339968;2026-08-18\|66.38\|-2.81\|68.00\|68.00\|66.00\|290603;2026-08-19\|62.27\|-6.19\|65.50\|65.51\|62.00\|297563;2026-08-20\|62.81\|0.87\|63.20\|63.79\|62.30\|164980;2026-08-21\|62.65\|-0.25\|62.51\|63.12\|62.25\|122426;2026-08-24\|60.99\|-2.65\|62.65\|62.65\|60.49\|168887;2026-08-25\|61.46\|0.77\|60.30\|61.69\|60.20\|107331;2026-08-26\|61.59\|0.21\|61.49\|61.97\|61.28\|98244;2026-08-27\|63.25\|2.70\|61.70\|63.45\|61.63\|165135;2026-08-28\|62.78\|-0.74\|63.09\|63.46\|62.73\|127637;2026-08-31\|63.87\|1.74\|62.06\|63.93\|61.58\|144586;2026-09-01\|63.35\|-0.81\|63.73\|63.76\|63.17\|110564;2026-09-02\|62.60\|-1.18\|62.58\|63.03\|62.35\|87031;2026-09-03\|62.76\|0.26\|62.90\|63.17\|62.51\|90389;2026-09-04\|62.08\|-1.08\|63.18\|63.21\|61.78\|117674;2026-09-07\|62.04\|-0.06\|62.39\|62.53\|61.78\|90113;2026-09-08\|61.43\|-0.98\|62.03\|62.10\|61.31\|98939;2026-09-09\|61.21\|-0.36\|61.54\|61.75\|60.90\|88878;2026-09-10\|60.50\|-1.16\|60.70\|61.21\|60.42\|79013;2026-09-11\|59.09\|-2.33\|60.03\|60.06\|58.50\|150546;2026-09-14\|59.36\|0.46\|58.70\|59.78\|58.53\|69192;2026-09-15\|59.19\|-0.29\|59.00\|59.95\|58.88\|64882
113487	长鑫存储过会	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头，一季度净利润同比增长3.42%	2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|646.40\|-0.23\|655.00\|655.60\|641.99\|38015;2026-09-10\|638.64\|-1.20\|645.88\|647.50\|635.87\|38943;2026-09-11\|634.00\|-0.73\|628.08\|636.83\|613.84\|66181;2026-09-14\|626.00\|-1.26\|630.00\|633.01\|620.01\|42811;2026-09-15\|638.16\|1.94\|623.26\|654.00\|622.50\|66915
113486	长鑫存储过会	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|929386;2026-07-22\|223.00\|1.55\|218.00\|239.00\|215.00\|902888;2026-07-23\|225.50\|1.12\|228.45\|230.98\|220.30\|490020;2026-07-24\|233.66\|3.62\|224.00\|237.40\|223.00\|594506;2026-07-27\|227.45\|-2.66\|234.00\|234.00\|214.01\|583685;2026-07-28\|206.04\|-9.41\|215.00\|221.96\|203.99\|622041;2026-07-29\|207.50\|0.90\|207.00\|211.30\|191.80\|636235;2026-07-30\|196.78\|-5.17\|205.00\|210.77\|194.53\|587501;2026-07-31\|204.90\|4.13\|222.02\|223.00\|204.60\|656709;2026-08-03\|189.94\|-7.30\|201.00\|203.58\|189.78\|472523;2026-08-04\|203.25\|7.01\|194.00\|204.98\|191.00\|493548;2026-08-05\|212.00\|4.30\|200.50\|216.10\|200.42\|579075;2026-08-06\|208.36\|-1.72\|203.80\|213.30\|202.00\|481978;2026-08-07\|215.52\|3.44\|207.05\|217.47\|205.00\|520728;2026-08-10\|206.92\|-3.99\|215.52\|217.00\|203.60\|438768;2026-08-11\|206.70\|-0.11\|203.55\|214.40\|202.85\|361666;2026-08-12\|215.43\|4.22\|209.10\|217.22\|207.58\|442238;2026-08-13\|210.22\|-2.42\|221.80\|225.30\|210.12\|477775;2026-08-14\|211.91\|0.80\|215.00\|216.68\|209.88\|313525;2026-08-17\|224.37\|5.88\|213.00\|224.37\|210.33\|516517;2026-08-18\|218.00\|-2.84\|225.15\|226.45\|216.39\|443924;2026-08-19\|200.00\|-8.26\|208.01\|210.81\|198.00\|510638;2026-08-20\|199.11\|-0.45\|203.08\|203.75\|196.80\|268056;2026-08-21\|200.55\|0.72\|200.22\|204.18\|199.11\|211590;2026-08-24\|191.83\|-4.35\|200.57\|200.59\|188.06\|333640;2026-08-25\|194.42\|1.35\|189.48\|196.16\|186.50\|237094;2026-08-26\|201.00\|3.38\|197.00\|202.03\|191.15\|302468;2026-08-27\|221.22\|10.06\|205.00\|221.96\|202.79\|672688;2026-08-28\|213.00\|-3.72\|217.01\|221.49\|213.00\|389727;2026-08-31\|204.95\|-3.78\|204.30\|207.00\|198.50\|448262;2026-09-01\|198.35\|-3.22\|204.00\|204.36\|196.69\|261120;2026-09-02\|193.10\|-2.65\|194.39\|196.34\|190.18\|249397;2026-09-03\|190.01\|-1.60\|195.99\|196.33\|188.94\|246630;2026-09-04\|187.70\|-1.22\|193.00\|195.98\|185.80\|316858;2026-09-07\|197.82\|5.39\|194.88\|198.60\|192.71\|381599;2026-09-08\|195.65\|-1.10\|197.82\|201.29\|193.51\|273087;2026-09-09\|195.30\|-0.18\|199.90\|199.96\|194.00\|188018;2026-09-10\|195.33\|0.02\|194.33\|199.00\|192.66\|186335;2026-09-11\|191.96\|-1.73\|190.01\|192.78\|187.30\|277980;2026-09-14\|184.65\|-3.81\|186.98\|188.33\|184.00\|222463;2026-09-15\|187.83\|1.72\|183.21\|191.60\|183.21\|243118
113485	长鑫存储过会	卫星通信+射频芯片+国产替代+定增扩产 1、据2026年2月5日互动易，目前，公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品。 2、据2025年12月29日公告，公司定增获证监会注册批复，拟募资34.75亿元用于12英寸SOI工艺射频芯片制造扩产，强化高端模组产能。 3、据2025年10月27日募集说明书，公司率先采用Fab-Lite模式，自建6英寸及12英寸产线，2024年射频前端模组收入占比升至42.05%，滤波器产品在品牌客户端持续放量。	公司主要从事射频领域集成电路研发，此前成为华为合格供应商	2026-05-12\|109.90\|2.34\|108.00\|112.38\|105.80\|364220;2026-05-13\|126.93\|15.50\|107.55\|128.28\|106.34\|497615;2026-05-14\|140.88\|10.99\|130.95\|144.90\|129.47\|641143;2026-05-15\|133.63\|-5.15\|140.76\|143.95\|132.05\|492854;2026-05-18\|130.80\|-2.12\|129.00\|134.44\|128.08\|303666;2026-05-19\|129.39\|-1.08\|130.50\|130.76\|122.96\|266413;2026-05-20\|130.00\|0.47\|129.39\|132.46\|125.76\|308433;2026-05-21\|121.03\|-6.90\|133.00\|134.17\|120.56\|362016;2026-05-22\|125.51\|3.70\|123.03\|129.70\|121.51\|266752;2026-05-25\|123.22\|-1.82\|126.00\|126.90\|120.76\|299508;2026-05-26\|117.91\|-4.31\|124.78\|125.29\|114.78\|317237;2026-05-27\|116.97\|-0.80\|117.91\|122.80\|114.00\|265116;2026-05-28\|117.09\|0.10\|116.96\|118.47\|112.00\|264417;2026-05-29\|108.10\|-7.68\|118.49\|120.36\|106.68\|319057;2026-06-01\|100.35\|-7.17\|109.89\|110.80\|100.03\|243575;2026-06-02\|101.32\|0.97\|100.14\|103.70\|99.60\|206414;2026-06-03\|104.55\|3.19\|109.00\|110.85\|103.38\|305799;2026-06-04\|104.85\|0.29\|106.22\|108.08\|103.01\|189690;2026-06-05\|104.77\|-0.08\|104.05\|108.56\|102.75\|221236;2026-06-08\|93.87\|-10.40\|100.00\|101.73\|93.58\|270899;2026-06-09\|99.00\|5.46\|95.62\|101.00\|93.31\|240251;2026-06-10\|94.51\|-4.54\|98.47\|98.98\|93.00\|171674;2026-06-11\|91.85\|-2.81\|93.56\|95.56\|90.51\|181759;2026-06-12\|89.76\|-2.28\|94.01\|95.00\|87.60\|314742;2026-06-15\|96.66\|7.69\|89.75\|96.83\|88.80\|259553;2026-06-16\|97.71\|1.09\|96.80\|98.62\|95.00\|193815;2026-06-17\|99.80\|2.14\|96.50\|101.09\|95.50\|212505;2026-06-18\|106.10\|6.31\|99.74\|109.01\|99.20\|416524;2026-06-22\|112.38\|5.92\|109.88\|112.38\|104.00\|460636;2026-06-23\|113.92\|1.37\|113.50\|120.00\|109.80\|465410;2026-06-24\|113.63\|-0.25\|112.65\|114.56\|108.55\|336853;2026-06-25\|111.32\|-2.03\|113.00\|116.50\|107.56\|342686;2026-06-26\|100.93\|-9.33\|109.94\|112.34\|100.91\|360056;2026-06-29\|100.80\|-0.13\|101.15\|106.00\|96.77\|280973;2026-06-30\|109.58\|8.71\|100.55\|109.97\|98.88\|288224;2026-07-01\|104.50\|-4.64\|110.30\|113.00\|103.50\|250602;2026-07-02\|101.49\|-2.88\|102.78\|108.39\|99.60\|218686;2026-07-03\|98.39\|-3.05\|99.99\|103.95\|98.39\|183760;2026-07-06\|95.82\|-2.61\|99.08\|99.72\|93.39\|162115;2026-07-07\|91.42\|-4.59\|93.70\|95.02\|89.78\|172398;2026-07-08\|89.63\|-1.96\|91.11\|92.93\|86.88\|169096;2026-07-09\|92.83\|3.57\|91.33\|93.00\|87.18\|178512;2026-07-10\|94.69\|2.00\|92.49\|99.88\|91.80\|289021;2026-07-13\|87.95\|-7.12\|93.50\|95.55\|87.50\|185287;2026-07-14\|86.71\|-1.41\|88.54\|88.88\|83.07\|174941;2026-07-15\|86.40\|-0.36\|91.50\|95.79\|85.95\|216282;2026-07-16\|83.25\|-3.65\|85.00\|89.04\|82.67\|173249;2026-07-17\|77.12\|-7.36\|82.90\|83.35\|75.20\|218776;2026-07-20\|72.21\|-6.37\|78.45\|78.69\|70.01\|221597;2026-07-21\|75.74\|4.89\|73.50\|75.93\|67.32\|237526;2026-07-22\|74.07\|-2.20\|74.00\|77.16\|73.52\|175204;2026-07-23\|72.83\|-1.67\|75.00\|75.76\|72.22\|121155;2026-07-24\|71.00\|-2.51\|71.85\|73.63\|71.00\|101646;2026-07-27\|72.90\|2.68\|71.44\|72.90\|69.50\|107731;2026-07-28\|68.80\|-5.62\|71.07\|72.47\|68.50\|114998;2026-07-29\|68.01\|-1.15\|68.80\|69.80\|65.80\|133648;2026-07-30\|64.72\|-4.84\|67.22\|67.88\|64.55\|161250;2026-07-31\|67.92\|4.94\|68.59\|70.47\|67.61\|182177;2026-08-03\|67.02\|-1.33\|67.90\|68.68\|66.50\|98932;2026-08-04\|72.34\|7.94\|68.50\|72.42\|67.53\|157624;2026-08-05\|72.87\|0.73\|71.00\|73.96\|70.66\|190316;2026-08-06\|75.38\|3.44\|71.11\|77.60\|71.02\|191720;2026-08-07\|78.02\|3.50\|75.30\|78.20\|74.00\|163206;2026-08-10\|76.41\|-2.06\|78.43\|78.88\|75.16\|121480;2026-08-11\|77.55\|1.49\|75.90\|79.56\|75.44\|149862;2026-08-12\|80.12\|3.31\|77.45\|82.00\|77.45\|169199;2026-08-13\|78.95\|-1.46\|80.29\|82.00\|78.53\|161259;2026-08-14\|78.87\|-0.10\|79.30\|80.34\|77.60\|100807;2026-08-17\|82.49\|4.59\|79.50\|83.25\|79.01\|129002;2026-08-18\|81.68\|-0.98\|82.88\|83.20\|80.00\|100080;2026-08-19\|76.14\|-6.78\|79.00\|80.59\|75.80\|122192;2026-08-20\|76.70\|0.74\|76.78\|79.01\|76.01\|97403;2026-08-21\|77.14\|0.57\|76.00\|78.58\|75.93\|73663;2026-08-24\|74.55\|-3.36\|76.59\|77.43\|72.92\|89921;2026-08-25\|75.85\|1.74\|73.63\|76.39\|72.27\|92844;2026-08-26\|76.87\|1.34\|75.64\|78.63\|75.10\|126337;2026-08-27\|80.00\|4.07\|77.40\|80.80\|76.94\|123935;2026-08-28\|77.39\|-3.26\|79.24\|80.44\|77.32\|84230;2026-08-31\|78.98\|2.05\|75.85\|78.99\|75.58\|76953;2026-09-01\|75.52\|-4.38\|78.33\|78.78\|75.50\|93500;2026-09-02\|73.50\|-2.67\|74.50\|74.92\|73.38\|68873;2026-09-03\|72.89\|-0.83\|74.29\|74.95\|72.45\|65478;2026-09-04\|71.48\|-1.93\|73.51\|74.79\|71.07\|76570;2026-09-07\|73.70\|3.11\|72.53\|74.34\|71.55\|89673;2026-09-08\|71.61\|-2.84\|73.50\|74.64\|71.30\|88012;2026-09-09\|73.89\|3.18\|72.48\|77.25\|72.16\|156144;2026-09-10\|72.02\|-2.53\|73.29\|74.00\|71.90\|82740;2026-09-11\|71.00\|-1.42\|72.05\|72.99\|69.43\|82308;2026-09-14\|70.70\|-0.42\|70.50\|72.35\|69.86\|62179;2026-09-15\|69.98\|-1.02\|70.21\|71.76\|69.84\|59910
113484	长鑫存储过会	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365;2026-09-15\|363.11\|1.75\|356.87\|371.66\|356.00\|293180
113483	长鑫存储过会	首次回购+算力+AI手机 1、据2026年5月28日公告，公司于2026年5月27日实施首次A股股份回购，回购数量为19,259,118股，占公司总股本的0.40%，成交最高价为34.98元/股，累计支付金额达6.7亿元。 2、据2026年5月11日互动易，2025年公司算力业务收入同比增长约150%，服务器及存储收入同比增长超200%；算力产品已在互联网、运营商等头部客户实现规模经营和突破布局。 3、据2026年5月11日互动易，豆包手机通过系统级深度集成豆包手机助手，能够理解并执行用户以自然语言发出的复杂指令，实现跨应用任务处理的全新体验。公司持续深耕AI手机的技术创新与商用落地，始终坚持将AI智能体深度融入操作系统，为用户打造真正的原生AI体验。	1、全球通信设备巨头， 6G标准制定的核心玩家，全球6G专利占比 21.7%； 2、全资子公司中兴微电子专注于芯片的研发、设计环节，定位为全球领先的芯片供应商，中兴微电子凭借多年的芯片研发积累，产品覆盖ICT产业“算力、网络、终端”全领域	2026-05-12\|38.09\|-2.61\|38.90\|39.00\|37.96\|1269517;2026-05-13\|38.83\|1.94\|37.85\|38.90\|37.70\|1215571;2026-05-14\|37.56\|-3.27\|39.61\|40.20\|37.56\|1638007;2026-05-15\|36.71\|-2.26\|37.64\|38.29\|36.58\|1469674;2026-05-18\|37.51\|2.18\|36.40\|38.08\|36.02\|1340807;2026-05-19\|37.65\|0.37\|37.45\|37.80\|36.75\|1050854;2026-05-20\|37.18\|-1.25\|37.30\|38.15\|37.13\|911697;2026-05-21\|34.83\|-6.32\|37.77\|37.87\|34.68\|1683552;2026-05-22\|35.64\|2.33\|35.11\|35.70\|34.66\|1196843;2026-05-25\|36.27\|1.77\|35.85\|36.33\|35.70\|934309;2026-05-26\|35.54\|-2.01\|36.00\|36.00\|34.77\|1259588;2026-05-27\|34.82\|-2.03\|35.54\|36.11\|34.43\|1447303;2026-05-28\|38.30\|9.99\|35.23\|38.30\|34.45\|2227174;2026-05-29\|36.72\|-4.13\|38.50\|38.78\|36.44\|2699247;2026-06-01\|35.10\|-4.41\|36.65\|36.83\|35.06\|1615572;2026-06-02\|36.30\|3.42\|35.12\|36.46\|34.80\|1773784;2026-06-03\|36.44\|0.39\|36.80\|38.30\|36.00\|2432701;2026-06-04\|37.74\|3.57\|36.36\|38.50\|36.03\|2405913;2026-06-05\|39.13\|3.68\|37.58\|41.30\|37.05\|4637054;2026-06-08\|36.81\|-5.93\|38.02\|39.00\|36.50\|3023492;2026-06-09\|39.14\|6.33\|37.39\|39.33\|37.19\|3107501;2026-06-10\|38.42\|-1.84\|38.68\|40.52\|37.89\|2817708;2026-06-11\|37.81\|-1.59\|37.91\|39.50\|37.28\|2480502;2026-06-12\|36.35\|-3.86\|38.60\|38.70\|36.15\|2614711;2026-06-15\|37.22\|2.39\|36.51\|37.50\|35.70\|1734932;2026-06-16\|38.00\|2.10\|36.90\|38.48\|36.55\|2128868;2026-06-17\|37.64\|-0.95\|37.50\|38.12\|37.12\|1514872;2026-06-18\|37.89\|0.66\|37.41\|38.64\|37.01\|2180738;2026-06-22\|39.43\|4.06\|38.07\|39.66\|37.89\|2936034;2026-06-23\|38.01\|-3.60\|39.10\|39.25\|37.60\|2162020;2026-06-24\|37.42\|-1.55\|37.50\|38.38\|36.80\|1627308;2026-06-25\|38.44\|2.73\|37.91\|38.80\|37.31\|2340788;2026-06-26\|35.67\|-7.21\|37.79\|37.79\|35.67\|2345798;2026-06-29\|35.20\|-1.32\|35.35\|36.18\|34.73\|1179960;2026-06-30\|36.19\|2.81\|35.19\|36.59\|35.10\|1215484;2026-07-01\|37.18\|2.74\|36.40\|38.42\|36.28\|2201294;2026-07-02\|35.32\|-5.00\|36.28\|36.30\|35.21\|1824675;2026-07-03\|36.38\|3.00\|35.30\|37.50\|35.30\|1538670;2026-07-06\|36.28\|-0.27\|36.00\|37.15\|35.20\|1514375;2026-07-07\|35.79\|-1.35\|35.71\|36.49\|35.61\|879548;2026-07-08\|36.87\|3.02\|36.79\|37.50\|36.13\|1975026;2026-07-09\|40.33\|9.38\|37.10\|40.50\|36.98\|5359353;2026-07-10\|40.53\|0.50\|39.80\|43.00\|39.63\|4502718;2026-07-13\|40.04\|-1.21\|41.00\|42.50\|39.58\|3323144;2026-07-14\|39.91\|-0.32\|41.00\|41.58\|37.61\|3071296;2026-07-15\|39.45\|-1.15\|40.40\|41.28\|38.79\|2677692;2026-07-16\|40.00\|1.39\|40.00\|41.41\|39.30\|3613700;2026-07-17\|36.00\|-10.00\|38.97\|39.26\|36.00\|3497131;2026-07-20\|33.73\|-6.31\|36.00\|36.18\|33.14\|3078591;2026-07-21\|34.88\|3.41\|33.85\|34.94\|32.39\|2351920;2026-07-22\|37.50\|7.51\|34.25\|38.37\|34.11\|4825998;2026-07-23\|35.92\|-4.21\|37.01\|37.55\|35.81\|2835597;2026-07-24\|35.00\|-2.56\|35.01\|35.82\|34.80\|1791420;2026-07-27\|35.25\|0.71\|34.72\|35.25\|34.15\|1410248;2026-07-28\|34.03\|-3.46\|34.49\|34.88\|33.95\|1472400;2026-07-29\|34.08\|1.37\|33.79\|34.22\|33.38\|1116235;2026-07-30\|33.30\|-2.29\|33.74\|34.12\|33.06\|1280222;2026-07-31\|33.81\|1.53\|34.48\|34.61\|33.80\|1391571;2026-08-03\|34.02\|0.62\|33.50\|34.27\|33.38\|791481;2026-08-04\|34.37\|1.03\|34.24\|34.54\|34.10\|1207417;2026-08-05\|34.74\|1.08\|34.00\|34.97\|33.96\|1660132;2026-08-06\|34.70\|-0.12\|34.20\|34.98\|33.95\|1501508;2026-08-07\|34.70\|0.00\|34.78\|35.38\|34.49\|1586405;2026-08-10\|34.30\|-1.15\|34.47\|34.50\|34.02\|1045233;2026-08-11\|34.19\|-0.32\|34.13\|34.57\|34.03\|852715;2026-08-12\|35.59\|4.09\|34.03\|35.78\|33.88\|2486186;2026-08-13\|35.08\|-1.43\|35.30\|36.09\|35.03\|2044530;2026-08-14\|35.05\|-0.09\|35.10\|35.33\|34.67\|1118871;2026-08-17\|36.02\|2.77\|35.30\|36.20\|34.83\|1832050;2026-08-18\|35.11\|-2.53\|35.77\|35.78\|34.95\|1312764;2026-08-19\|33.67\|-4.10\|34.66\|34.67\|33.50\|1463117;2026-08-20\|33.84\|0.50\|33.80\|34.09\|33.61\|588251;2026-08-21\|33.78\|-0.18\|33.51\|33.92\|33.43\|487717;2026-08-24\|33.13\|-1.92\|33.30\|33.52\|32.89\|764428;2026-08-25\|33.42\|0.88\|32.92\|33.50\|32.83\|433398;2026-08-26\|33.54\|0.36\|33.42\|33.69\|33.34\|402704;2026-08-27\|33.96\|1.25\|33.57\|33.99\|33.54\|659382;2026-08-28\|33.63\|-0.97\|33.80\|34.01\|33.61\|531363;2026-08-31\|34.18\|1.64\|33.30\|34.26\|33.10\|790850;2026-09-01\|34.28\|0.29\|33.99\|34.76\|33.93\|918869;2026-09-02\|33.49\|-2.30\|34.69\|34.89\|33.29\|1048050;2026-09-03\|33.30\|-0.57\|33.70\|33.75\|33.16\|622367;2026-09-04\|33.07\|-0.69\|33.45\|33.57\|32.93\|764585;2026-09-07\|33.28\|0.64\|33.10\|33.37\|32.99\|555771;2026-09-08\|33.21\|-0.21\|33.36\|33.43\|33.16\|456250;2026-09-09\|33.09\|-0.36\|33.27\|33.43\|33.00\|438984;2026-09-10\|32.45\|-1.93\|32.88\|32.90\|32.42\|566095;2026-09-11\|32.17\|-0.86\|32.06\|32.22\|31.81\|551057;2026-09-14\|31.95\|-0.68\|31.90\|32.14\|31.80\|359230;2026-09-15\|32.01\|0.19\|31.89\|32.26\|31.86\|357968
113482	长鑫存储过会	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|116.26\|-6.43\|122.79\|123.97\|114.40\|213742;2026-07-14\|117.31\|0.90\|117.20\|119.91\|112.76\|154050;2026-07-15\|112.73\|-3.90\|118.00\|119.98\|111.68\|118396;2026-07-16\|107.32\|-4.80\|111.22\|113.50\|105.49\|178701;2026-07-17\|101.00\|-5.89\|107.32\|107.85\|98.83\|202948;2026-07-20\|98.01\|-2.96\|102.97\|105.12\|95.10\|185231;2026-07-21\|110.05\|12.28\|99.31\|110.79\|95.01\|264966;2026-07-22\|106.11\|-3.58\|109.86\|112.50\|105.41\|161423;2026-07-23\|103.86\|-2.12\|106.11\|108.47\|102.00\|130280;2026-07-24\|100.41\|-3.32\|101.40\|103.65\|98.96\|111729;2026-07-27\|98.89\|-1.51\|99.82\|100.93\|94.70\|175105;2026-07-28\|94.99\|-3.94\|95.81\|97.90\|92.38\|165401;2026-07-29\|100.74\|6.05\|96.00\|101.63\|95.09\|277301;2026-07-30\|89.58\|-11.08\|99.88\|99.88\|88.72\|212105;2026-07-31\|95.73\|6.87\|96.20\|101.19\|95.41\|200673;2026-08-03\|94.40\|-1.39\|95.43\|95.75\|92.00\|112168;2026-08-04\|101.56\|7.58\|96.08\|103.01\|94.05\|184782;2026-08-05\|104.02\|2.42\|100.00\|105.00\|98.87\|208109;2026-08-06\|106.24\|2.13\|102.00\|106.50\|100.58\|133548;2026-08-07\|111.68\|5.12\|106.87\|113.30\|106.02\|131702;2026-08-10\|110.27\|-1.26\|115.13\|115.13\|105.28\|161458;2026-08-11\|115.49\|4.73\|110.84\|118.50\|110.50\|193309;2026-08-12\|116.02\|0.46\|114.36\|118.78\|113.58\|106597;2026-08-13\|118.70\|2.31\|118.37\|122.59\|115.10\|156063;2026-08-14\|123.00\|3.62\|119.00\|123.80\|117.00\|198824;2026-08-17\|123.24\|0.20\|122.45\|123.60\|120.00\|148669;2026-08-18\|116.92\|-5.13\|122.22\|122.89\|115.00\|227188;2026-08-19\|106.49\|-8.92\|114.17\|114.80\|105.80\|181900;2026-08-20\|116.58\|9.48\|108.61\|120.00\|108.61\|202035;2026-08-21\|116.60\|0.02\|116.00\|118.12\|114.01\|86111;2026-08-24\|111.13\|-4.69\|116.90\|117.70\|108.66\|102477;2026-08-25\|114.86\|3.36\|110.02\|115.81\|108.36\|103953;2026-08-26\|113.51\|-1.18\|115.36\|116.99\|112.66\|63909;2026-08-27\|116.90\|2.99\|114.74\|117.30\|113.16\|73008;2026-08-28\|114.50\|-2.05\|116.25\|118.49\|114.14\|64850;2026-08-31\|114.00\|-0.44\|112.21\|114.23\|108.60\|143029;2026-09-01\|112.58\|-1.25\|114.88\|116.16\|111.92\|87431;2026-09-02\|110.73\|-1.64\|111.28\|111.73\|108.47\|88635;2026-09-03\|109.76\|-0.88\|112.88\|112.88\|108.80\|49694;2026-09-04\|106.92\|-2.59\|113.36\|115.00\|105.67\|98441;2026-09-07\|110.60\|3.44\|108.84\|112.51\|107.24\|105847;2026-09-08\|107.13\|-3.14\|111.00\|111.49\|106.86\|72788;2026-09-09\|107.75\|0.58\|108.37\|110.49\|107.03\|78389;2026-09-10\|106.69\|-0.98\|107.01\|108.77\|105.48\|87116;2026-09-11\|107.98\|1.21\|105.01\|108.43\|104.22\|115445;2026-09-14\|107.60\|-0.35\|106.50\|109.49\|104.37\|84069;2026-09-15\|108.78\|1.10\|108.02\|110.50\|107.58\|55639
113481	长鑫存储过会	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.74\|-0.56\|66.50\|68.12\|65.50\|665414;2026-09-14\|66.33\|-2.08\|66.80\|67.37\|65.57\|458552;2026-09-15\|66.86\|0.80\|65.79\|67.90\|65.77\|525796
113480	长鑫存储过会	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中；一季度净利润同比增长197.2%	2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|379947;2026-07-13\|408.60\|-5.96\|421.47\|443.60\|402.03\|363808;2026-07-14\|405.30\|-0.81\|400.43\|415.00\|379.00\|356430;2026-07-15\|391.29\|-3.46\|414.00\|414.80\|385.85\|261113;2026-07-16\|361.42\|-7.63\|383.18\|391.00\|359.09\|318691;2026-07-17\|350.69\|-2.97\|364.62\|368.04\|341.86\|371244;2026-07-20\|342.50\|-2.34\|355.00\|361.97\|332.99\|366847;2026-07-21\|407.89\|19.09\|352.97\|409.00\|341.02\|449914;2026-07-22\|392.99\|-3.65\|395.34\|408.00\|381.20\|347055;2026-07-23\|375.20\|-4.53\|398.97\|399.00\|367.00\|263213;2026-07-24\|388.50\|3.54\|370.00\|396.00\|363.56\|264433;2026-07-27\|399.77\|2.90\|388.48\|405.00\|370.08\|246204;2026-07-28\|383.00\|-4.19\|388.00\|405.73\|376.80\|254358;2026-07-29\|360.00\|-6.01\|390.37\|391.54\|340.11\|378287;2026-07-30\|346.50\|-3.75\|350.01\|363.80\|335.00\|339687;2026-07-31\|344.00\|-0.72\|389.00\|389.00\|344.00\|327114;2026-08-03\|309.85\|-9.93\|340.47\|342.00\|308.12\|352778;2026-08-04\|317.74\|2.55\|312.78\|327.13\|305.23\|312977;2026-08-05\|358.00\|12.67\|322.72\|365.80\|322.00\|379940;2026-08-06\|361.59\|1.00\|348.00\|373.44\|347.55\|294241;2026-08-07\|367.65\|1.68\|360.84\|369.58\|356.10\|226969;2026-08-10\|389.99\|6.08\|369.50\|389.99\|366.77\|287318;2026-08-11\|363.10\|-6.89\|378.00\|384.00\|362.00\|304792;2026-08-12\|380.95\|4.92\|370.00\|385.91\|367.47\|261253;2026-08-13\|370.42\|-2.76\|388.00\|388.23\|370.00\|242760;2026-08-14\|374.85\|1.20\|377.95\|378.00\|367.50\|148699;2026-08-17\|387.82\|3.46\|373.47\|388.99\|371.17\|219106;2026-08-18\|398.33\|2.71\|387.82\|399.58\|383.01\|215905;2026-08-19\|372.00\|-6.61\|382.84\|390.59\|365.65\|257271;2026-08-20\|365.50\|-1.75\|375.00\|382.38\|360.40\|206255;2026-08-21\|362.50\|-0.82\|365.90\|369.75\|359.50\|146274;2026-08-24\|357.65\|-1.34\|364.00\|369.58\|350.20\|200443;2026-08-25\|354.00\|-1.02\|356.34\|359.36\|341.64\|143005;2026-08-26\|368.05\|3.97\|352.00\|370.66\|349.00\|166162;2026-08-27\|376.01\|2.16\|367.01\|376.46\|367.01\|159019;2026-08-28\|367.00\|-2.40\|374.00\|378.00\|367.00\|124012;2026-08-31\|362.00\|-1.36\|360.98\|362.00\|349.02\|177102;2026-09-01\|350.52\|-3.17\|360.01\|363.50\|348.28\|137938;2026-09-02\|343.88\|-1.89\|346.00\|350.97\|341.30\|112151;2026-09-03\|341.00\|-0.84\|348.00\|349.10\|337.18\|121910;2026-09-04\|335.42\|-1.64\|343.99\|347.10\|332.58\|131011;2026-09-07\|344.00\|2.56\|340.00\|347.93\|335.78\|158019;2026-09-08\|336.01\|-2.32\|342.01\|343.00\|330.51\|158982;2026-09-09\|333.00\|-0.90\|339.97\|340.90\|332.16\|100841;2026-09-10\|334.19\|0.36\|330.90\|338.50\|330.10\|83245;2026-09-11\|333.59\|-0.18\|331.49\|333.88\|323.00\|129881;2026-09-14\|324.64\|-2.68\|327.00\|329.86\|321.50\|94620;2026-09-15\|330.60\|1.84\|323.44\|337.80\|322.16\|144003
113479	长鑫存储过会	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|30026;2026-09-09\|276.53\|-1.53\|283.15\|284.48\|275.67\|27187;2026-09-10\|277.84\|0.47\|275.00\|283.95\|272.50\|23703;2026-09-11\|274.58\|-1.17\|273.50\|277.75\|263.08\|34368;2026-09-14\|270.45\|-1.50\|270.00\|274.96\|266.19\|25516;2026-09-15\|277.17\|2.48\|269.03\|287.48\|265.10\|43309
113478	长鑫存储过会	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474;2026-09-15\|30.04\|0.64\|29.51\|30.46\|29.51\|461589
113477	长鑫存储过会	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431;2026-09-14\|55.20\|-1.41\|55.51\|55.73\|54.33\|85306;2026-09-15\|55.25\|0.09\|54.85\|56.37\|54.80\|95214
113476	长鑫存储过会	H股回购+功率半导体+智能电网大功率模块行业原因：据财联社5月13日报道，受AI数据中心需求影响，2026年开年以来，功率半导体行业迎来一轮密集涨价潮。市场研究机构表示，AIDC将成为第三代半导体的下一个爆发式增长市场，需求强劲且明确。公司原因： 1、据2026年5月13日公告，公司回购注销部分H股后总股本减少1.02亿股，控股股东中车株洲所及一致行动人持股比例被动升至50.15%，触及5%整数倍。 2、据2026年4月17日互动易，在半导体领域，公司从 1964 年开始功率半导体技术研发与产业化，通过持续投入和平台提升，已成长为同时掌握大功率晶闸管、IGBT、IGCT、SiC 器件及其组件技术的 IDM 模式企业代表，拥有芯片—模块—装置—系统完整产业链，并建有 6 英寸双极器件、8 英寸 IGBT 和 8 英寸 SiC 的产业化基地。公司生产的全系列高可靠性IGBT 产品覆盖650V-6500V全电压等级。 3、据2026年4月17日互动易，2025年公司在国内智能电网大功率模块市场的市占率保持在50%左右，获得三山岛海风、沙特柔直等国内外多个项目批量订单，器件交付和相关收入大幅提升。	在半导体领域，公司拥有芯片—模块—装置—系统完整产业链，并建有6英寸双极器件、8英寸IGBT和8英寸SiC的产业化基地	2026-05-12\|49.41\|0.26\|49.45\|49.92\|48.60\|77723;2026-05-13\|59.29\|20.00\|49.30\|59.29\|48.75\|279657;2026-05-14\|57.14\|-3.63\|61.00\|61.20\|56.08\|436636;2026-05-15\|55.60\|-2.70\|57.11\|58.70\|54.88\|210993;2026-05-18\|53.80\|-3.24\|55.00\|56.46\|53.11\|174984;2026-05-19\|54.85\|1.95\|53.29\|55.09\|52.45\|174899;2026-05-20\|54.43\|-0.77\|54.15\|55.35\|53.72\|130402;2026-05-21\|51.60\|-5.20\|54.87\|55.80\|51.35\|166718;2026-05-22\|59.03\|14.40\|51.90\|59.50\|51.70\|301074;2026-05-25\|59.40\|0.63\|59.04\|61.50\|57.58\|243696;2026-05-26\|58.49\|-1.53\|58.99\|60.20\|57.76\|178696;2026-05-27\|61.88\|5.80\|58.00\|63.90\|58.00\|240467;2026-05-28\|62.60\|1.16\|61.88\|62.88\|60.60\|192804;2026-05-29\|61.00\|-2.56\|64.00\|66.20\|59.69\|258650;2026-06-01\|57.70\|-5.41\|59.55\|59.60\|56.21\|191526;2026-06-02\|56.88\|-1.42\|58.22\|58.42\|56.10\|108027;2026-06-03\|57.14\|0.46\|57.18\|58.95\|56.40\|161751;2026-06-04\|58.15\|1.77\|56.40\|59.88\|56.20\|155419;2026-06-05\|55.40\|-4.73\|57.54\|57.63\|53.59\|184058;2026-06-08\|53.19\|-3.99\|53.95\|54.49\|52.02\|163414;2026-06-09\|57.90\|8.86\|53.74\|58.19\|53.10\|194878;2026-06-10\|54.55\|-5.79\|56.00\|56.78\|53.53\|134419;2026-06-11\|54.78\|0.42\|53.80\|55.49\|53.40\|118695;2026-06-12\|53.07\|-3.12\|55.95\|56.43\|51.64\|209720;2026-06-15\|55.33\|4.26\|52.21\|55.65\|52.12\|163085;2026-06-16\|57.11\|3.22\|55.59\|59.10\|55.59\|159434;2026-06-17\|58.62\|2.64\|56.51\|58.78\|56.30\|121501;2026-06-18\|58.70\|0.14\|58.91\|59.78\|57.99\|163106;2026-06-22\|60.46\|3.00\|59.88\|62.58\|59.40\|220738;2026-06-23\|61.58\|1.85\|59.88\|62.78\|58.50\|208327;2026-06-24\|61.27\|-0.50\|61.00\|63.75\|60.31\|173497;2026-06-25\|60.45\|-1.34\|61.52\|62.30\|59.80\|161860;2026-06-26\|59.63\|-1.36\|60.00\|63.27\|58.80\|209725;2026-06-29\|62.26\|4.41\|62.00\|64.75\|60.05\|295295;2026-06-30\|68.66\|10.28\|63.90\|68.72\|62.68\|312758;2026-07-01\|64.50\|-6.06\|69.25\|69.27\|63.38\|290122;2026-07-02\|59.77\|-7.33\|63.14\|63.62\|59.50\|246431;2026-07-03\|57.49\|-3.81\|59.69\|60.29\|57.44\|163539;2026-07-06\|57.04\|-0.78\|58.00\|58.49\|55.60\|139814;2026-07-07\|55.98\|-1.86\|56.55\|57.56\|55.16\|199992;2026-07-08\|53.17\|-5.02\|55.75\|55.93\|53.17\|152237;2026-07-09\|54.79\|3.05\|53.17\|54.82\|51.91\|155537;2026-07-10\|50.92\|-7.06\|54.78\|55.50\|50.91\|218822;2026-07-13\|49.10\|-3.57\|50.70\|51.03\|48.98\|134063;2026-07-14\|48.18\|-1.87\|49.53\|49.53\|47.04\|129108;2026-07-15\|47.50\|-1.41\|48.26\|48.38\|46.84\|102786;2026-07-16\|47.60\|0.21\|47.50\|48.40\|47.00\|84811;2026-07-17\|45.73\|-3.93\|47.20\|47.60\|44.22\|135021;2026-07-20\|48.08\|5.14\|45.99\|48.30\|44.44\|136190;2026-07-21\|49.29\|2.52\|47.20\|49.62\|47.20\|126152;2026-07-22\|47.00\|-4.65\|48.77\|49.00\|46.78\|90018;2026-07-23\|47.61\|1.30\|47.15\|47.65\|46.81\|55050;2026-07-24\|45.50\|-4.43\|47.06\|47.06\|45.48\|68445;2026-07-27\|46.40\|1.98\|45.49\|46.55\|45.41\|56025;2026-07-28\|45.25\|-2.48\|45.68\|45.80\|45.00\|63134;2026-07-29\|46.99\|3.85\|45.46\|47.38\|45.00\|81509;2026-07-30\|47.21\|0.47\|46.52\|47.78\|46.00\|75339;2026-07-31\|47.28\|0.15\|48.31\|48.87\|47.25\|86766;2026-08-03\|49.80\|5.33\|48.07\|50.15\|47.61\|105038;2026-08-04\|49.90\|0.20\|49.46\|50.14\|49.02\|67634;2026-08-05\|50.15\|0.50\|50.10\|50.53\|49.44\|74751;2026-08-06\|49.74\|-0.82\|49.81\|49.99\|48.79\|71821;2026-08-07\|49.76\|1.43\|49.06\|50.30\|48.70\|64116;2026-08-10\|50.18\|0.84\|49.99\|50.33\|49.39\|59467;2026-08-11\|49.47\|-1.41\|49.88\|51.00\|49.29\|64062;2026-08-12\|50.25\|1.58\|49.00\|50.46\|49.00\|54176;2026-08-13\|49.54\|-1.41\|50.19\|50.89\|49.37\|50050;2026-08-14\|49.25\|-0.59\|49.65\|50.66\|49.09\|48055;2026-08-17\|49.09\|-0.32\|49.50\|49.50\|48.70\|70503;2026-08-18\|49.83\|1.51\|49.00\|50.18\|48.22\|69827;2026-08-19\|49.11\|-1.44\|49.00\|50.12\|48.72\|72748;2026-08-20\|46.95\|-4.40\|49.10\|49.10\|46.57\|93484;2026-08-21\|47.60\|1.38\|46.58\|48.45\|46.58\|51187;2026-08-24\|47.62\|0.04\|47.60\|48.49\|47.31\|48288;2026-08-25\|47.41\|-0.44\|47.59\|47.80\|46.77\|31240;2026-08-26\|47.51\|0.21\|47.50\|48.39\|47.15\|43874;2026-08-27\|48.20\|1.45\|47.40\|48.44\|47.01\|48881;2026-08-28\|47.66\|-1.12\|48.19\|48.19\|47.60\|34148;2026-08-31\|47.08\|-1.22\|47.52\|47.52\|46.03\|70405;2026-09-01\|46.91\|-0.36\|46.89\|47.17\|46.51\|34911;2026-09-02\|46.15\|-1.62\|46.51\|46.57\|45.88\|36273;2026-09-03\|46.12\|-0.07\|46.56\|46.57\|45.84\|27671;2026-09-04\|46.33\|0.46\|46.35\|47.10\|46.00\|39884;2026-09-07\|46.77\|0.95\|46.46\|47.17\|46.40\|42985;2026-09-08\|46.31\|-0.98\|46.63\|46.83\|46.28\|27012;2026-09-09\|46.10\|-0.45\|46.50\|46.58\|45.91\|21710;2026-09-10\|45.70\|-0.87\|45.67\|45.99\|45.33\|22567;2026-09-11\|45.20\|-1.09\|45.80\|45.80\|44.64\|45476;2026-09-14\|45.14\|-0.13\|45.00\|45.50\|44.81\|21357;2026-09-15\|44.75\|-0.86\|44.88\|45.24\|44.53\|21293
113475	长鑫存储过会	电子特气+业绩预增+航天制造行业原因： 1、英特尔产能转向服务器导致消费端CPU交付率下滑，英特尔和AMD同时宣布涨价15%。美股英特尔、AMD周三分别上涨11%、7%。 2、美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮引发的存储芯片需求激增与供应短缺，全球存储市场正迎来新一轮强劲的“超级周期”。公司原因： 1、据2026年1月20日公告，公司预计2025年净利润2.26-2.56亿元，同比增长51.51%-71.62%，主因产能释放、电力成本下降及毛利率提升。 2、据2025年9月9日机构调研，公司高纯氮、氩等产品已供应士兰微、宁德时代等芯片及新能源龙头，并服务中国工程物理研究院、中国航空工业集团等军工单位。 3、据2025年12月10日互动易，公司产品涵盖的高纯氧气、高纯氮气、高纯氩气及特种气体，是包括航天制造在内的高端精密制造领域不可或缺的“工业血液”。商业航天产业的蓬勃发展，将直接创造对超高纯度气体的稳定需求。	公司主营高纯度气体，产品覆盖高纯氧气、高纯氮气、高纯氩气、医用氧气等，广泛应用于半导体制造、医疗MRI、航天深潜及超导技术等高端领域	2026-05-12\|56.80\|-5.03\|63.36\|63.66\|54.30\|62113;2026-05-13\|59.43\|4.63\|56.61\|60.90\|56.36\|43110;2026-05-14\|66.38\|11.69\|60.39\|68.30\|60.39\|78218;2026-05-15\|63.62\|-4.16\|65.70\|67.66\|63.02\|52381;2026-05-18\|62.68\|-1.48\|63.77\|64.89\|61.90\|38650;2026-05-19\|62.65\|-0.05\|62.23\|62.80\|60.40\|27840;2026-05-20\|63.20\|0.88\|62.33\|63.39\|60.60\|34386;2026-05-21\|56.10\|-11.23\|63.10\|63.20\|55.95\|62061;2026-05-22\|56.99\|1.59\|56.56\|57.40\|55.10\|37797;2026-05-25\|58.35\|2.39\|57.57\|63.00\|57.01\|42721;2026-05-26\|58.45\|0.17\|59.39\|60.78\|57.13\|35581;2026-05-27\|56.36\|-3.58\|58.02\|58.73\|56.08\|25090;2026-05-28\|57.82\|2.59\|56.40\|58.31\|55.01\|28130;2026-05-29\|54.08\|-6.47\|57.99\|57.99\|53.00\|29390;2026-06-01\|53.35\|-1.35\|53.76\|54.99\|53.00\|19696;2026-06-02\|53.89\|1.01\|53.27\|54.50\|51.54\|22715;2026-06-03\|54.50\|1.13\|53.08\|55.78\|52.96\|20812;2026-06-04\|61.53\|12.90\|54.00\|63.30\|53.99\|58682;2026-06-05\|62.03\|0.81\|61.25\|63.20\|59.90\|51106;2026-06-08\|58.31\|-6.00\|59.00\|61.11\|58.19\|28773;2026-06-09\|64.38\|10.41\|59.40\|64.99\|56.60\|53385;2026-06-10\|64.63\|0.39\|63.50\|65.55\|61.67\|51510;2026-06-11\|64.73\|0.15\|63.76\|65.00\|62.30\|35894;2026-06-12\|62.09\|-4.08\|64.20\|64.44\|61.70\|38631;2026-06-15\|60.77\|-2.13\|62.25\|62.50\|60.12\|35215;2026-06-16\|61.14\|0.61\|60.80\|61.83\|59.25\|32425;2026-06-17\|60.55\|-0.96\|60.00\|61.61\|59.11\|25173;2026-06-18\|59.25\|-2.15\|60.00\|61.52\|59.00\|29486;2026-06-22\|58.65\|-1.01\|59.14\|60.41\|57.38\|27384;2026-06-23\|60.60\|3.32\|58.62\|60.80\|57.80\|30754;2026-06-24\|59.02\|-1.88\|59.71\|60.15\|55.76\|35356;2026-06-25\|57.01\|-3.41\|58.70\|59.88\|56.52\|25128;2026-06-26\|56.00\|-1.77\|56.55\|57.33\|55.40\|17032;2026-06-29\|56.07\|0.12\|58.83\|59.00\|53.51\|33421;2026-06-30\|57.99\|3.42\|54.75\|58.30\|54.63\|31122;2026-07-01\|60.08\|3.60\|57.57\|63.00\|57.00\|43159;2026-07-02\|60.65\|0.95\|58.11\|62.60\|55.42\|44204;2026-07-03\|56.83\|-6.30\|60.12\|60.45\|56.70\|32540;2026-07-06\|57.24\|0.72\|59.00\|62.00\|56.79\|40683;2026-07-07\|53.65\|-6.27\|56.76\|56.76\|53.51\|26539;2026-07-08\|50.82\|-5.27\|53.66\|55.35\|49.50\|23040;2026-07-09\|51.49\|1.32\|49.80\|52.59\|48.80\|19156;2026-07-10\|51.30\|-0.37\|51.07\|54.37\|51.07\|27855;2026-07-13\|47.66\|-7.10\|50.79\|53.23\|47.56\|23888;2026-07-14\|47.19\|-0.99\|47.08\|48.25\|45.88\|17615;2026-07-15\|47.67\|1.02\|47.25\|49.30\|46.30\|24999;2026-07-16\|44.30\|-7.07\|47.19\|47.58\|43.91\|21771;2026-07-17\|40.07\|-9.55\|44.14\|44.59\|39.66\|25212;2026-07-20\|37.30\|-6.91\|40.79\|41.50\|35.87\|37413;2026-07-21\|38.18\|2.36\|37.97\|38.24\|33.59\|34231;2026-07-22\|38.13\|-0.13\|38.11\|40.00\|37.20\|21264;2026-07-23\|39.42\|3.38\|37.60\|39.49\|37.60\|18911;2026-07-24\|37.70\|-4.36\|38.62\|39.42\|37.49\|14628;2026-07-27\|39.91\|5.86\|36.85\|40.00\|36.85\|22300;2026-07-28\|37.11\|-7.02\|39.34\|39.70\|36.86\|14511;2026-07-29\|36.92\|-0.51\|36.92\|37.32\|35.58\|17591;2026-07-30\|34.74\|-5.90\|36.56\|37.70\|34.27\|18131;2026-07-31\|35.56\|2.36\|36.20\|37.69\|35.31\|22379;2026-08-03\|36.50\|2.64\|36.27\|36.75\|35.33\|20602;2026-08-04\|38.34\|5.04\|36.89\|38.88\|36.50\|14407;2026-08-05\|39.67\|3.47\|38.22\|40.08\|37.71\|16197;2026-08-06\|40.67\|2.52\|39.31\|40.88\|38.81\|18289;2026-08-07\|40.99\|0.79\|41.43\|41.74\|39.80\|16371;2026-08-10\|41.13\|0.34\|41.88\|41.88\|39.90\|12769;2026-08-11\|41.01\|-0.29\|40.66\|42.00\|40.15\|11433;2026-08-12\|43.70\|6.56\|41.01\|44.15\|41.01\|21846;2026-08-13\|42.08\|-3.71\|44.41\|44.72\|42.00\|20464;2026-08-14\|41.99\|-0.21\|42.26\|42.53\|41.46\|11075;2026-08-17\|43.29\|3.10\|42.00\|43.49\|42.00\|13483;2026-08-18\|45.47\|5.04\|44.05\|47.03\|43.71\|36565;2026-08-19\|42.80\|-5.87\|44.78\|46.20\|42.41\|27458;2026-08-20\|43.14\|0.79\|43.50\|43.80\|42.56\|17980;2026-08-21\|43.06\|-0.19\|42.65\|44.35\|42.40\|14664;2026-08-24\|43.26\|0.46\|42.63\|43.49\|41.75\|14661;2026-08-25\|44.46\|2.77\|43.07\|44.66\|41.28\|15997;2026-08-26\|46.05\|3.58\|45.00\|47.40\|44.01\|22697;2026-08-27\|47.75\|3.69\|45.96\|48.74\|45.01\|35763;2026-08-28\|46.06\|-3.54\|47.52\|48.00\|46.03\|22648;2026-08-31\|45.95\|-0.24\|45.37\|46.14\|45.11\|14152;2026-09-01\|46.69\|1.61\|46.26\|47.12\|45.25\|20952;2026-09-02\|45.15\|-3.30\|45.99\|46.30\|44.70\|15486;2026-09-03\|45.70\|1.22\|45.67\|46.58\|44.78\|22876;2026-09-04\|44.24\|-3.19\|45.70\|45.91\|43.89\|20886;2026-09-07\|44.50\|0.59\|43.37\|45.39\|43.37\|16078;2026-09-08\|44.88\|0.85\|44.50\|45.74\|44.16\|14671;2026-09-09\|44.80\|-0.18\|44.43\|45.45\|44.43\|10278;2026-09-10\|46.11\|2.92\|44.00\|46.80\|44.00\|22817;2026-09-11\|43.63\|-5.38\|45.93\|45.93\|42.87\|21727;2026-09-14\|43.07\|-1.28\|43.07\|43.51\|42.68\|11754;2026-09-15\|42.76\|-0.72\|43.06\|43.77\|42.60\|9286
113474	长鑫存储过会	涨停揭秘：MOSFET全球领先厂商，长鑫存储扩产带动功率器件需求提升；涨停缘由：公司为全球前五MOSFET厂商，产品广泛用于电源管理、服务器供电等场景；长鑫存储新建产线需大量电源模块及驱动芯片，公司车规级及工业级MOSFET已通过验证并小批量供货；资金逻辑：6月9日主力资金净流入2.1亿元，位列科创板单日净流入前三，融资余额单周增长18%，机构调研频次较上月提升3倍；风险提示：公司2025年毛利率同比下降5.2个百分点，面临国际大厂价格战压力；脑机接口业务尚处早期，未形成收入贡献	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-05-12\|82.80\|4.82\|78.94\|84.14\|76.75\|92832;2026-05-13\|87.88\|6.14\|81.60\|89.88\|79.88\|103628;2026-05-14\|88.99\|1.26\|90.72\|93.70\|88.00\|102100;2026-05-15\|83.26\|-6.44\|87.94\|91.50\|82.20\|104677;2026-05-18\|83.63\|0.44\|81.20\|84.40\|79.68\|60513;2026-05-19\|86.88\|3.89\|82.72\|87.05\|80.10\|70875;2026-05-20\|85.30\|-1.82\|86.01\|87.90\|84.56\|55332;2026-05-21\|77.70\|-8.91\|86.70\|86.99\|77.70\|80527;2026-05-22\|78.79\|1.40\|79.15\|79.65\|76.68\|52223;2026-05-25\|91.25\|15.81\|77.97\|92.00\|74.92\|150589;2026-05-26\|88.50\|-3.01\|89.88\|90.20\|85.18\|101824;2026-05-27\|93.48\|5.63\|87.62\|98.99\|86.44\|147644;2026-05-28\|102.20\|9.33\|91.75\|105.00\|91.40\|144122;2026-05-29\|93.53\|-8.48\|100.04\|102.20\|90.64\|119421;2026-06-01\|84.44\|-9.72\|91.39\|93.60\|84.01\|91478;2026-06-02\|81.80\|-3.13\|84.69\|85.28\|80.12\|72905;2026-06-03\|88.69\|8.42\|83.98\|92.65\|83.00\|98068;2026-06-04\|88.98\|0.33\|87.71\|90.90\|85.99\|65602;2026-06-05\|80.60\|-9.42\|87.00\|87.00\|80.20\|87615;2026-06-08\|71.42\|-11.39\|73.07\|76.32\|70.30\|81351;2026-06-09\|78.89\|10.46\|73.20\|79.53\|72.43\|77511;2026-06-10\|77.42\|-1.86\|77.11\|80.20\|76.73\|52913;2026-06-11\|80.40\|3.85\|76.80\|83.00\|76.70\|52877;2026-06-12\|75.85\|-5.66\|83.92\|84.24\|75.36\|54300;2026-06-15\|87.80\|15.75\|77.85\|87.85\|76.81\|92152;2026-06-16\|88.00\|0.23\|89.18\|90.82\|86.72\|83438;2026-06-17\|95.50\|8.52\|88.00\|98.40\|87.25\|118945;2026-06-18\|93.70\|-1.88\|93.59\|96.23\|92.72\|85341;2026-06-22\|97.50\|4.06\|97.75\|103.10\|94.81\|121109;2026-06-23\|99.28\|1.83\|97.50\|104.40\|94.00\|104621;2026-06-24\|98.44\|-0.85\|98.29\|101.20\|95.00\|92796;2026-06-25\|98.00\|-0.45\|99.96\|100.02\|93.66\|85364;2026-06-26\|92.50\|-5.61\|96.00\|100.49\|91.63\|78665;2026-06-29\|96.65\|4.49\|97.12\|101.99\|90.00\|107851;2026-06-30\|104.93\|8.57\|99.55\|106.76\|95.99\|133921;2026-07-01\|103.38\|-1.48\|107.15\|114.30\|101.94\|130904;2026-07-02\|92.82\|-10.21\|98.02\|102.23\|92.20\|109356;2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|128130;2026-07-13\|92.25\|4.82\|87.97\|101.37\|87.57\|148810;2026-07-14\|90.79\|-1.58\|91.00\|94.50\|84.68\|111382;2026-07-15\|80.48\|-11.36\|90.00\|91.38\|79.00\|107055;2026-07-16\|74.01\|-8.04\|78.17\|81.50\|73.37\|73638;2026-07-17\|62.99\|-14.89\|73.96\|74.19\|62.89\|84698;2026-07-20\|59.84\|-5.00\|66.00\|67.09\|58.00\|78655;2026-07-21\|71.81\|20.00\|62.45\|71.81\|55.14\|121498;2026-07-22\|73.81\|2.79\|71.80\|77.29\|71.10\|123099;2026-07-23\|73.45\|-0.49\|74.18\|75.75\|72.60\|61928;2026-07-24\|70.20\|-4.42\|70.84\|73.99\|70.20\|56553;2026-07-27\|71.46\|1.79\|69.80\|71.70\|67.08\|46272;2026-07-28\|66.83\|-6.48\|69.60\|71.85\|66.18\|47810;2026-07-29\|68.35\|2.27\|66.81\|69.00\|62.00\|65191;2026-07-30\|62.60\|-8.41\|66.35\|68.25\|61.00\|59177;2026-07-31\|64.92\|3.71\|69.05\|69.49\|64.50\|65096;2026-08-03\|64.28\|-0.99\|64.00\|66.20\|63.80\|38144;2026-08-04\|67.81\|5.49\|65.00\|68.74\|64.68\|49679;2026-08-05\|70.98\|4.67\|68.99\|72.71\|67.83\|66497;2026-08-06\|71.40\|0.59\|69.50\|72.97\|69.16\|58816;2026-08-07\|73.40\|2.80\|70.56\|73.80\|69.95\|68351;2026-08-10\|71.26\|-2.92\|73.98\|74.38\|70.96\|55982;2026-08-11\|72.22\|1.35\|70.00\|74.18\|69.90\|62431;2026-08-12\|72.25\|0.04\|72.00\|74.16\|71.76\|44245;2026-08-13\|72.27\|0.03\|73.00\|75.14\|72.02\|61074;2026-08-14\|71.35\|-1.27\|72.98\|73.72\|69.51\|63439;2026-08-17\|75.19\|5.38\|71.26\|75.66\|70.50\|73476;2026-08-18\|76.10\|1.21\|75.29\|78.67\|74.21\|80572;2026-08-19\|69.90\|-8.15\|73.48\|77.53\|69.00\|82383;2026-08-20\|73.68\|5.41\|72.00\|76.62\|71.21\|90823;2026-08-21\|74.81\|1.53\|72.66\|77.21\|72.66\|75468;2026-08-24\|71.64\|-4.24\|74.05\|76.55\|69.23\|73023;2026-08-25\|69.73\|-2.67\|68.50\|70.65\|67.01\|52493;2026-08-26\|68.95\|-1.12\|69.79\|70.35\|67.92\|36600;2026-08-27\|74.41\|7.92\|69.50\|74.55\|68.58\|63445;2026-08-28\|72.38\|-2.73\|74.36\|74.97\|72.28\|42597;2026-08-31\|73.02\|0.88\|69.38\|73.02\|69.12\|35096;2026-09-01\|70.05\|-4.07\|72.88\|73.21\|69.89\|37947;2026-09-02\|68.76\|-1.84\|69.00\|69.47\|68.20\|25571;2026-09-03\|68.87\|0.16\|69.49\|70.36\|68.50\|28283;2026-09-04\|66.47\|-3.48\|69.84\|70.48\|66.00\|35167;2026-09-07\|67.93\|2.20\|67.57\|68.46\|66.68\|32140;2026-09-08\|66.91\|-1.50\|67.56\|68.15\|66.30\|27279;2026-09-09\|66.06\|-1.27\|67.00\|68.30\|66.06\|21548;2026-09-10\|65.42\|-0.97\|65.40\|66.15\|64.89\|18031;2026-09-11\|65.09\|-0.50\|64.01\|65.40\|62.03\|30524;2026-09-14\|64.96\|-0.20\|64.50\|65.65\|63.05\|18027;2026-09-15\|64.90\|-0.09\|64.90\|66.48\|64.51\|20025
113473	长鑫存储过会	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.74\|-0.92\|90.51\|91.88\|88.11\|47614;2026-09-10\|88.65\|-0.10\|88.25\|89.50\|87.10\|40612;2026-09-11\|85.79\|-3.23\|88.44\|88.45\|82.91\|52946;2026-09-14\|85.99\|0.23\|84.52\|86.98\|83.29\|45169;2026-09-15\|90.25\|4.95\|85.08\|91.50\|85.08\|88863
113472	长鑫存储过会	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149;2026-07-13\|114.25\|-8.45\|123.46\|125.02\|113.65\|19678;2026-07-14\|109.64\|-4.04\|115.36\|115.67\|107.10\|19757;2026-07-15\|106.71\|-2.67\|109.55\|109.59\|105.15\|11558;2026-07-16\|105.63\|-1.01\|105.54\|109.38\|104.56\|13711;2026-07-17\|97.83\|-7.38\|105.00\|106.00\|96.88\|18236;2026-07-20\|92.72\|-5.22\|100.00\|100.00\|90.38\|18470;2026-07-21\|95.38\|2.87\|92.73\|95.49\|87.71\|16547;2026-07-22\|90.71\|-4.90\|94.03\|95.28\|90.49\|14049;2026-07-23\|96.40\|6.27\|91.80\|97.55\|90.00\|21057;2026-07-24\|93.10\|-3.42\|94.67\|98.76\|93.10\|13063;2026-07-27\|96.00\|3.11\|92.00\|96.18\|90.51\|12896;2026-07-28\|93.41\|-2.70\|95.00\|98.54\|92.87\|14765;2026-07-29\|93.50\|0.10\|93.51\|95.02\|90.20\|12977;2026-07-30\|88.02\|-5.86\|93.49\|93.98\|87.61\|16580;2026-07-31\|92.61\|5.21\|90.09\|95.17\|90.00\|16480;2026-08-03\|93.48\|0.94\|92.23\|93.80\|91.50\|8554;2026-08-04\|98.50\|5.37\|93.48\|99.40\|92.74\|16369;2026-08-05\|100.80\|2.33\|98.49\|102.88\|97.29\|14486;2026-08-06\|104.00\|3.17\|100.12\|105.90\|99.38\|12521;2026-08-07\|104.19\|0.18\|104.40\|105.99\|101.30\|9399;2026-08-10\|106.60\|2.31\|104.20\|109.20\|104.00\|11562;2026-08-11\|107.26\|0.62\|106.08\|110.80\|105.60\|16536;2026-08-12\|108.41\|1.07\|108.11\|110.36\|107.44\|9397;2026-08-13\|106.63\|-1.64\|108.54\|110.19\|105.04\|13272;2026-08-14\|107.26\|0.59\|106.77\|108.21\|105.20\|7525;2026-08-17\|109.38\|1.98\|107.01\|110.98\|106.01\|9399;2026-08-18\|108.98\|-0.37\|109.38\|110.00\|106.06\|10502;2026-08-19\|104.50\|-4.11\|107.95\|108.80\|104.00\|13792;2026-08-20\|105.71\|1.16\|104.51\|107.46\|104.31\|7974;2026-08-21\|104.20\|-1.43\|105.64\|106.43\|103.01\|7416;2026-08-24\|102.77\|-1.37\|105.18\|105.18\|101.80\|7500;2026-08-25\|103.72\|0.92\|101.80\|104.44\|100.54\|6608;2026-08-26\|102.39\|-1.28\|103.76\|103.93\|101.28\|5449;2026-08-27\|102.11\|-0.27\|101.50\|103.68\|100.67\|7239;2026-08-28\|101.05\|-1.04\|102.12\|103.65\|101.02\|6091;2026-08-31\|105.79\|4.69\|100.14\|107.55\|99.56\|11832;2026-09-01\|106.26\|0.44\|105.00\|107.03\|103.31\|10125;2026-09-02\|108.46\|2.07\|105.20\|109.35\|103.10\|23492;2026-09-03\|106.39\|-1.91\|109.50\|109.50\|103.70\|18701;2026-09-04\|106.50\|0.10\|105.80\|109.58\|105.70\|13540;2026-09-07\|105.50\|-0.94\|106.40\|106.96\|105.10\|9013;2026-09-08\|103.66\|-1.74\|105.91\|106.28\|103.02\|8669;2026-09-09\|101.66\|-1.93\|103.30\|104.17\|100.70\|7881;2026-09-10\|100.01\|-1.62\|101.00\|101.50\|98.66\|7733;2026-09-11\|100.16\|0.15\|99.15\|101.10\|96.21\|10864;2026-09-14\|106.10\|5.93\|100.15\|106.85\|99.25\|19766;2026-09-15\|103.00\|-2.92\|105.98\|106.36\|102.55\|10454
113471	长鑫存储过会	涨停揭秘：刻蚀/薄膜设备核心零部件供应商，长鑫存储扩产拉动精密零部件需求；涨停缘由：公司专注半导体设备关键零部件精密制造，产品已导入北方华创、中微公司供应链；长鑫存储二期产线建设启动，设备采购高峰期将带动上游高精度零部件订单增长；资金逻辑：科创芯片设备细分赛道资金聚焦，6月9日主力净流入1.45亿元，融资余额突破3.8亿元，创历史新高；风险提示：公司2025年营收规模仅2.3亿元，客户集中度高，单一客户收入占比达67%；零部件国产化替代进度受设备厂验证周期制约	公司主营半导体刻蚀和薄膜沉积设备细分领域关键零部件的精密制造	2026-05-12\|70.50\|1.34\|69.20\|72.13\|67.55\|55583;2026-05-13\|71.31\|1.15\|69.50\|72.98\|68.66\|63826;2026-05-14\|72.97\|2.33\|72.25\|75.36\|68.85\|111964;2026-05-15\|77.76\|6.56\|73.21\|80.61\|71.88\|156849;2026-05-18\|77.01\|-0.96\|79.10\|81.20\|75.50\|119756;2026-05-19\|81.38\|5.67\|75.05\|81.88\|74.51\|115944;2026-05-20\|84.49\|3.82\|82.30\|85.88\|80.50\|109089;2026-05-21\|76.90\|-8.98\|83.66\|84.60\|76.40\|131818;2026-05-22\|80.35\|4.49\|78.00\|80.75\|75.56\|98635;2026-05-25\|79.73\|-0.77\|79.18\|81.79\|76.22\|102921;2026-05-26\|75.95\|-4.74\|79.45\|79.45\|74.00\|82134;2026-05-27\|70.89\|-6.66\|74.87\|76.88\|70.30\|90576;2026-05-28\|72.54\|2.47\|70.43\|73.55\|69.90\|52183;2026-05-29\|67.80\|-6.53\|72.49\|72.80\|66.97\|60124;2026-06-01\|66.92\|-1.30\|68.94\|69.70\|66.22\|50369;2026-06-02\|65.90\|-1.52\|67.00\|67.50\|64.30\|42236;2026-06-03\|68.46\|3.88\|66.58\|71.33\|65.91\|56471;2026-06-04\|72.33\|5.65\|67.96\|73.66\|67.28\|75953;2026-06-05\|74.20\|2.59\|71.69\|77.80\|70.40\|83120;2026-06-08\|69.92\|-5.77\|71.00\|72.88\|68.38\|55057;2026-06-09\|77.84\|11.33\|71.31\|78.49\|70.55\|92080;2026-06-10\|77.04\|-1.03\|76.80\|80.13\|76.00\|62528;2026-06-11\|82.77\|7.44\|77.39\|83.80\|77.39\|85437;2026-06-12\|83.90\|1.37\|87.00\|88.88\|81.88\|131382;2026-06-15\|84.00\|0.12\|83.07\|85.50\|80.89\|87222;2026-06-16\|84.70\|0.83\|83.60\|85.64\|82.02\|71663;2026-06-17\|88.49\|4.47\|83.00\|88.56\|82.58\|78892;2026-06-18\|86.93\|-1.76\|87.61\|89.47\|85.92\|65865;2026-06-22\|85.25\|-1.93\|88.90\|88.90\|83.24\|57349;2026-06-23\|86.85\|1.88\|85.08\|88.70\|83.47\|51602;2026-06-24\|90.64\|4.36\|85.99\|92.99\|84.60\|77391;2026-06-25\|92.47\|2.02\|92.00\|95.20\|89.55\|74431;2026-06-26\|99.00\|7.06\|91.34\|101.00\|90.61\|98653;2026-06-29\|104.15\|5.20\|100.44\|104.88\|93.00\|122657;2026-06-30\|104.02\|-0.12\|103.11\|105.00\|98.02\|106241;2026-07-01\|103.53\|-0.47\|103.99\|112.88\|101.60\|123099;2026-07-02\|97.67\|-5.66\|98.23\|111.68\|96.90\|125087;2026-07-03\|100.00\|2.39\|95.80\|108.00\|95.80\|139486;2026-07-06\|98.12\|-1.88\|100.17\|102.82\|91.61\|110396;2026-07-07\|113.05\|15.22\|97.97\|115.85\|94.09\|128472;2026-07-08\|113.47\|0.37\|113.80\|117.89\|106.28\|102334;2026-07-09\|116.90\|3.02\|113.95\|118.75\|107.90\|114989;2026-07-10\|101.85\|-12.87\|123.00\|130.00\|101.85\|153616;2026-07-13\|97.31\|-4.46\|99.62\|104.58\|96.85\|93109;2026-07-14\|95.80\|-1.55\|97.05\|99.66\|90.60\|87743;2026-07-15\|89.00\|-7.10\|97.34\|98.70\|88.67\|66279;2026-07-16\|81.20\|-8.76\|87.21\|89.34\|80.82\|74185;2026-07-17\|73.76\|-9.16\|80.80\|81.49\|72.88\|90921;2026-07-20\|67.01\|-9.15\|76.72\|76.90\|64.64\|103840;2026-07-21\|77.70\|15.95\|67.50\|77.89\|62.00\|124272;2026-07-22\|74.27\|-4.41\|75.00\|77.80\|73.20\|94762;2026-07-23\|70.09\|-5.63\|74.99\|75.43\|69.70\|57155;2026-07-24\|70.80\|1.01\|68.99\|72.70\|68.01\|54119;2026-07-27\|72.45\|2.33\|70.00\|73.97\|68.27\|53805;2026-07-28\|68.18\|-5.89\|72.94\|74.50\|67.65\|64028;2026-07-29\|66.69\|-2.19\|68.00\|68.98\|62.11\|87028;2026-07-30\|61.20\|-8.23\|65.98\|66.31\|61.20\|64225;2026-07-31\|67.21\|9.82\|66.28\|71.38\|65.50\|88212;2026-08-03\|64.25\|-4.40\|66.37\|67.04\|64.02\|54981;2026-08-04\|67.20\|4.59\|66.10\|67.51\|65.08\|70361;2026-08-05\|72.33\|7.63\|67.20\|72.69\|67.20\|82281;2026-08-06\|74.70\|3.28\|69.00\|75.20\|68.80\|80216;2026-08-07\|75.90\|1.61\|74.74\|76.76\|73.10\|61315;2026-08-10\|78.46\|3.37\|75.45\|78.87\|75.20\|60888;2026-08-11\|77.22\|-1.58\|77.24\|80.40\|76.30\|42710;2026-08-12\|79.68\|3.19\|77.97\|81.60\|77.58\|45444;2026-08-13\|77.00\|-3.36\|80.99\|81.27\|76.67\|55925;2026-08-14\|78.10\|1.43\|77.99\|78.98\|76.00\|35380;2026-08-17\|80.41\|2.96\|78.15\|80.50\|77.45\|44758;2026-08-18\|80.75\|0.42\|80.79\|81.20\|78.33\|43105;2026-08-19\|74.52\|-7.72\|77.50\|79.98\|73.80\|57305;2026-08-20\|72.70\|-2.44\|75.52\|76.14\|71.82\|44507;2026-08-21\|71.60\|-1.51\|72.02\|73.20\|70.49\|34413;2026-08-24\|71.50\|-0.14\|72.05\|72.35\|69.00\|39707;2026-08-25\|69.60\|-2.66\|70.03\|71.20\|67.48\|38264;2026-08-26\|70.06\|0.66\|69.89\|70.88\|67.81\|32964;2026-08-27\|72.65\|3.70\|70.01\|73.35\|69.22\|34702;2026-08-28\|71.52\|-1.56\|72.72\|74.28\|71.45\|32910;2026-08-31\|71.28\|-0.34\|70.02\|71.75\|68.74\|40226;2026-09-01\|74.16\|4.04\|72.13\|76.17\|70.93\|77517;2026-09-02\|73.20\|-1.29\|72.75\|75.99\|70.84\|59695;2026-09-03\|73.23\|0.04\|74.03\|74.77\|72.01\|37612;2026-09-04\|70.05\|-4.34\|73.88\|74.81\|69.40\|42326;2026-09-07\|72.72\|3.81\|71.99\|73.33\|70.58\|34212;2026-09-08\|73.29\|0.78\|72.00\|73.46\|71.08\|30994;2026-09-09\|79.08\|7.90\|74.11\|80.50\|73.99\|87562;2026-09-10\|81.94\|3.62\|79.03\|84.96\|77.80\|72469;2026-09-11\|79.13\|-3.43\|80.70\|81.50\|76.89\|47657;2026-09-14\|80.17\|1.31\|78.00\|82.00\|77.10\|48909;2026-09-15\|82.21\|2.54\|79.56\|85.55\|78.99\|52208
113470	长鑫存储过会	射频前端芯片+5G射频+三星订单+Phase8L量产 1、据2026年4月29日年报，公司Phase8L全集成L-PAMiD模组已在三星等头部品牌高端旗舰机型规模量产，预计2026年出货量继续增加。 2、据2026年5月6日投资者活动记录表，2026年一季度5G模组收入占比升至约70%，海外安卓客户订单同步放量，推动营收同比增56.87%。 3、据2026年4月29日年报，公司射频前端模组已批量应用于三星、vivo、小米、OPPO、荣耀等国内外头部智能手机及一线ODM厂商，产品覆盖2G-5G全频段。 4、公司是一家为智能手机、物联网等领域提供射频前端芯片的设计公司，主营业务为射频前端芯片及模组的研发、设计和销售。	公司是一家为智能手机、物联网等领域提供射频前端的芯片设计公司，主营业务为射频前端芯片及模组的研发、设计和销售	2026-05-12\|13.52\|-0.81\|13.60\|13.77\|13.34\|141375;2026-05-13\|13.54\|0.15\|13.30\|13.70\|13.22\|140520;2026-05-14\|15.18\|12.11\|13.66\|15.88\|13.48\|466041;2026-05-15\|15.46\|1.84\|14.86\|16.68\|14.83\|536443;2026-05-18\|15.01\|-2.91\|15.01\|15.43\|14.61\|317197;2026-05-19\|15.20\|1.27\|15.01\|15.28\|14.46\|260614;2026-05-20\|15.36\|1.05\|15.22\|15.98\|15.20\|255798;2026-05-21\|14.06\|-8.46\|15.36\|15.57\|13.88\|295142;2026-05-22\|16.87\|19.99\|14.06\|16.87\|13.99\|515214;2026-05-25\|16.53\|-2.02\|17.74\|17.89\|16.03\|490682;2026-05-26\|15.65\|-5.32\|16.37\|16.60\|15.28\|318817;2026-05-27\|15.01\|-4.09\|15.76\|16.22\|14.88\|357351;2026-05-28\|15.26\|1.67\|15.23\|15.33\|14.58\|280710;2026-05-29\|13.84\|-9.31\|15.23\|15.30\|13.70\|345373;2026-06-01\|13.37\|-3.40\|13.70\|14.01\|13.31\|210472;2026-06-02\|13.21\|-1.20\|13.29\|13.57\|13.00\|173533;2026-06-03\|13.44\|1.74\|13.33\|13.75\|13.15\|182482;2026-06-04\|13.39\|-0.37\|13.15\|13.69\|13.10\|155225;2026-06-05\|13.20\|-1.42\|13.50\|13.64\|12.58\|184937;2026-06-08\|12.38\|-6.21\|12.69\|12.99\|12.13\|188351;2026-06-09\|13.79\|11.39\|12.68\|13.90\|12.44\|262940;2026-06-10\|13.26\|-3.84\|13.45\|13.75\|13.09\|169114;2026-06-11\|13.71\|3.39\|13.18\|13.93\|13.09\|225971;2026-06-12\|13.30\|-2.99\|13.98\|14.47\|13.16\|238018;2026-06-15\|13.98\|5.11\|13.39\|13.99\|13.17\|196787;2026-06-16\|14.38\|2.86\|13.90\|14.43\|13.77\|213629;2026-06-17\|14.46\|0.56\|14.11\|14.49\|14.06\|210008;2026-06-18\|15.23\|5.33\|14.44\|15.46\|14.32\|285366;2026-06-22\|14.89\|-2.23\|15.30\|15.34\|14.23\|248133;2026-06-23\|15.20\|2.08\|14.63\|15.44\|14.40\|244153;2026-06-24\|14.97\|-1.51\|14.97\|15.20\|14.53\|204168;2026-06-25\|14.80\|-1.14\|15.08\|15.35\|14.56\|190491;2026-06-26\|14.41\|-2.64\|14.57\|14.90\|14.00\|203080;2026-06-29\|14.54\|0.90\|14.45\|14.79\|13.52\|241249;2026-06-30\|15.97\|9.83\|14.40\|16.03\|14.16\|309765;2026-07-01\|15.84\|-0.81\|16.26\|16.47\|15.69\|254588;2026-07-02\|15.38\|-2.90\|15.31\|16.37\|14.97\|242240;2026-07-03\|14.60\|-5.07\|15.38\|15.60\|14.57\|213473;2026-07-06\|15.58\|6.71\|14.80\|15.98\|14.37\|268675;2026-07-07\|15.85\|1.73\|15.73\|16.42\|15.25\|229631;2026-07-08\|15.61\|-1.51\|15.80\|16.08\|14.77\|203816;2026-07-09\|16.09\|3.08\|15.80\|16.15\|15.26\|226073;2026-07-10\|15.33\|-4.72\|16.00\|16.60\|15.27\|258886;2026-07-13\|14.09\|-8.09\|15.30\|15.66\|13.97\|255075;2026-07-14\|14.68\|4.19\|14.02\|15.14\|13.61\|275417;2026-07-15\|14.46\|-1.50\|14.88\|15.18\|14.06\|181660;2026-07-16\|13.58\|-6.09\|14.12\|14.76\|13.41\|226045;2026-07-17\|12.53\|-7.73\|13.41\|14.02\|12.40\|256001;2026-07-20\|10.99\|-12.29\|12.73\|12.75\|10.60\|233871;2026-07-21\|11.90\|8.28\|11.18\|12.14\|10.20\|237981;2026-07-22\|11.78\|-1.01\|11.80\|12.58\|11.64\|186531;2026-07-23\|11.45\|-2.80\|11.76\|11.88\|11.15\|120358;2026-07-24\|11.16\|-2.53\|11.15\|11.58\|11.06\|119916;2026-07-27\|11.53\|3.32\|11.01\|11.61\|10.77\|107246;2026-07-28\|11.08\|-3.90\|11.27\|11.65\|11.00\|88048;2026-07-29\|11.66\|5.23\|11.03\|11.80\|10.82\|152255;2026-07-30\|11.00\|-5.66\|11.50\|11.65\|10.90\|131979;2026-07-31\|11.32\|2.91\|11.44\|11.71\|11.23\|138482;2026-08-03\|11.18\|-1.24\|11.35\|11.40\|11.11\|70811;2026-08-04\|12.61\|12.79\|11.27\|13.00\|11.25\|251600;2026-08-05\|12.60\|-0.08\|12.55\|12.97\|12.37\|157582;2026-08-06\|13.50\|7.14\|12.50\|13.98\|12.25\|208183;2026-08-07\|14.11\|4.52\|13.66\|14.25\|13.28\|165414;2026-08-10\|14.83\|5.10\|14.40\|15.10\|14.22\|169341;2026-08-11\|14.52\|-2.09\|14.81\|15.10\|14.39\|125877;2026-08-12\|15.23\|4.89\|14.50\|15.33\|14.43\|136869;2026-08-13\|14.80\|-2.82\|15.30\|15.65\|14.75\|181679;2026-08-14\|14.77\|-0.20\|15.20\|15.51\|14.44\|151715;2026-08-17\|15.27\|3.39\|14.79\|15.63\|14.69\|162608;2026-08-18\|15.00\|-1.77\|15.20\|15.40\|14.72\|126797;2026-08-19\|14.07\|-6.20\|14.63\|14.96\|13.98\|153936;2026-08-20\|14.45\|2.70\|14.30\|14.83\|14.03\|125430;2026-08-21\|14.40\|-0.35\|14.32\|14.70\|14.15\|81798;2026-08-24\|13.75\|-4.51\|14.50\|14.61\|13.51\|139045;2026-08-25\|13.46\|-2.11\|13.68\|13.69\|13.20\|91871;2026-08-26\|13.44\|-0.15\|13.60\|13.74\|13.25\|84717;2026-08-27\|14.41\|7.22\|13.48\|14.48\|13.37\|122416;2026-08-28\|14.12\|-2.01\|14.35\|14.82\|14.07\|107109;2026-08-31\|13.82\|-2.12\|13.77\|14.00\|13.60\|95508;2026-09-01\|13.30\|-3.76\|13.80\|13.80\|13.18\|90488;2026-09-02\|13.20\|-0.75\|13.17\|13.33\|12.90\|82587;2026-09-03\|13.34\|1.06\|13.37\|13.58\|13.07\|85315;2026-09-04\|13.39\|0.37\|13.58\|14.20\|13.26\|165238;2026-09-07\|13.99\|4.48\|13.49\|14.37\|13.38\|161395;2026-09-08\|13.43\|-4.00\|13.89\|14.15\|13.40\|133326;2026-09-09\|13.57\|1.04\|13.40\|14.02\|13.39\|126447;2026-09-10\|13.39\|-1.33\|13.41\|13.77\|13.30\|80296;2026-09-11\|13.34\|-0.37\|13.31\|13.35\|12.59\|126905;2026-09-14\|13.40\|0.45\|13.08\|13.48\|13.02\|66514;2026-09-15\|13.25\|-1.12\|13.23\|13.52\|13.16\|52218
113469	长鑫存储过会	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|76480;2026-07-13\|85.00\|-11.98\|93.07\|98.60\|84.55\|80349;2026-07-14\|87.45\|2.88\|86.01\|88.99\|82.10\|51392;2026-07-15\|81.87\|-6.38\|91.00\|91.00\|81.00\|46576;2026-07-16\|75.91\|-7.28\|79.69\|81.82\|75.00\|42254;2026-07-17\|69.13\|-8.93\|75.00\|77.70\|67.41\|49929;2026-07-20\|64.02\|-7.39\|70.50\|71.98\|62.24\|61627;2026-07-21\|72.09\|12.61\|67.00\|72.09\|60.88\|60060;2026-07-22\|70.19\|-2.64\|71.05\|74.43\|69.44\|40577;2026-07-23\|67.29\|-4.13\|70.22\|71.90\|66.59\|35938;2026-07-24\|67.30\|0.01\|67.00\|69.49\|65.52\|33716;2026-07-27\|68.80\|2.23\|68.16\|69.53\|65.10\|30314;2026-07-28\|65.63\|-4.61\|68.77\|71.77\|65.30\|41478;2026-07-29\|65.15\|-0.73\|64.78\|66.50\|59.85\|58810;2026-07-30\|59.83\|-8.17\|64.00\|65.20\|58.20\|44442;2026-07-31\|61.97\|3.58\|64.60\|67.30\|61.75\|34757;2026-08-03\|58.80\|-5.12\|62.90\|62.91\|57.81\|29251;2026-08-04\|61.94\|5.34\|59.80\|62.89\|58.80\|31416;2026-08-05\|66.90\|8.01\|61.86\|67.66\|61.00\|37264;2026-08-06\|68.74\|2.75\|65.90\|69.50\|65.00\|28594;2026-08-07\|69.44\|1.02\|68.00\|70.50\|66.58\|26795;2026-08-10\|70.22\|1.12\|70.37\|71.61\|67.66\|27620;2026-08-11\|69.05\|-1.67\|70.35\|70.63\|67.63\|16990;2026-08-12\|71.82\|4.01\|69.40\|73.40\|68.08\|21550;2026-08-13\|69.27\|-3.55\|72.57\|74.38\|69.18\|19014;2026-08-14\|69.78\|0.74\|70.49\|71.10\|68.68\|12549;2026-08-17\|74.38\|6.59\|69.78\|75.00\|69.50\|21270;2026-08-18\|73.41\|-1.30\|74.36\|75.90\|72.49\|17947;2026-08-19\|66.51\|-9.40\|71.50\|72.50\|66.21\|25071;2026-08-20\|67.48\|1.46\|68.30\|68.70\|66.20\|12634;2026-08-21\|67.16\|-0.47\|67.99\|68.35\|65.10\|12101;2026-08-24\|66.49\|-1.00\|66.94\|67.81\|65.35\|14612;2026-08-25\|65.74\|-1.13\|65.70\|66.86\|63.03\|12330;2026-08-26\|68.11\|3.61\|66.10\|69.78\|64.57\|21562;2026-08-27\|70.68\|3.77\|67.93\|70.98\|67.02\|17052;2026-08-28\|68.32\|-3.34\|69.88\|71.28\|68.18\|13085;2026-08-31\|67.80\|-0.76\|66.98\|68.27\|64.71\|19279;2026-09-01\|65.69\|-3.11\|67.64\|68.46\|65.32\|14404;2026-09-02\|64.44\|-1.90\|64.56\|65.20\|63.05\|13750;2026-09-03\|63.98\|-0.71\|64.35\|65.64\|63.01\|10080;2026-09-04\|62.35\|-2.55\|64.70\|65.67\|61.70\|16382;2026-09-07\|64.90\|4.09\|63.80\|65.55\|62.01\|14619;2026-09-08\|64.40\|-0.77\|64.71\|65.39\|63.35\|10447;2026-09-09\|64.21\|-0.29\|64.78\|65.96\|63.64\|10170;2026-09-10\|62.66\|-2.41\|63.28\|64.54\|62.66\|8527;2026-09-11\|60.76\|-3.03\|62.04\|62.26\|58.90\|15929;2026-09-14\|60.87\|0.18\|60.34\|61.79\|59.05\|8746;2026-09-15\|61.69\|1.35\|61.41\|63.47\|60.28\|9018
113468	长鑫存储过会	涨停揭秘：Low-α球形氧化铝送样HBM客户，长鑫存储过会加速先进封装材料国产替代；涨停缘由：公司高端芯片封装用Low-α射线球形氧化铝已完成型号扩充，正向日韩及国内HBM产业链重点客户送样验证；长鑫存储过会推动HBM需求升温，氧化铝作为热界面材料关键组分迎来增量空间；资金逻辑：先进封装材料主题资金活跃，6月9日主力净流入8600万元，融资余额周增幅达15.6%，机构调研热度显著上升；风险提示：当前送样验证处于项目早期阶段，尚未形成批量订单；勃姆石在固态电池应用尚处实验室研究阶段，产业化周期较长	1、公司高端芯片封装用Low-α射线球形氧化铝产品已完成型号品类扩充与完善，向日韩及国内HBM产业链重点客户持续送样验证，当前处于项目早期阶段； 2、公司的勃姆石产品已经应用于半固态锂电池，在全固态电池的电解质材料领域，公司在配合客户开展关于陶瓷材料应用的前沿研究。	2026-05-12\|34.02\|1.80\|33.50\|34.64\|32.90\|84566;2026-05-13\|36.53\|7.38\|33.65\|37.19\|33.32\|166606;2026-05-14\|36.60\|0.19\|36.99\|38.25\|36.48\|126547;2026-05-15\|36.60\|0.00\|36.61\|38.50\|36.26\|111504;2026-05-18\|38.26\|4.54\|36.55\|38.40\|35.97\|120321;2026-05-19\|37.25\|-2.64\|37.39\|38.00\|36.06\|89499;2026-05-20\|37.07\|-0.48\|36.30\|37.14\|36.02\|78913;2026-05-21\|34.30\|-7.47\|37.10\|38.13\|34.30\|110672;2026-05-22\|36.18\|5.48\|35.02\|36.38\|34.51\|74137;2026-05-25\|36.21\|0.08\|36.28\|37.46\|35.41\|71861;2026-05-26\|35.95\|-0.72\|36.45\|36.70\|34.38\|75812;2026-05-27\|35.25\|-1.95\|36.67\|37.73\|34.90\|67545;2026-05-28\|38.18\|8.31\|35.02\|38.98\|34.49\|145812;2026-05-29\|36.53\|-4.32\|39.02\|40.00\|36.13\|138486;2026-06-01\|35.80\|-2.00\|35.60\|37.68\|35.60\|98912;2026-06-02\|38.37\|7.18\|35.08\|38.76\|35.00\|135460;2026-06-03\|37.05\|-3.44\|38.50\|38.60\|36.30\|117046;2026-06-04\|37.55\|1.35\|36.60\|38.15\|35.88\|102539;2026-06-05\|36.25\|-3.46\|36.56\|37.59\|34.26\|120343;2026-06-08\|35.08\|-3.23\|34.31\|37.08\|33.83\|101791;2026-06-09\|39.22\|11.80\|35.50\|39.69\|35.50\|149407;2026-06-10\|38.86\|-0.92\|38.32\|40.58\|37.84\|137131;2026-06-11\|40.42\|4.01\|38.43\|40.88\|37.90\|201558;2026-06-12\|39.20\|-3.02\|41.56\|43.98\|39.05\|257386;2026-06-15\|42.08\|7.35\|39.80\|42.08\|37.25\|181428;2026-06-16\|40.75\|-2.93\|40.99\|42.11\|39.30\|170682;2026-06-17\|42.67\|4.71\|40.02\|44.41\|39.89\|206948;2026-06-18\|44.90\|5.23\|42.03\|46.45\|41.78\|215812;2026-06-22\|46.20\|2.90\|46.40\|48.25\|43.77\|259418;2026-06-23\|41.16\|-10.91\|46.00\|46.00\|40.68\|248587;2026-06-24\|39.72\|-3.50\|40.99\|41.51\|38.70\|197893;2026-06-25\|41.99\|5.71\|41.00\|42.80\|39.09\|208332;2026-06-26\|38.90\|-7.36\|40.84\|41.88\|38.68\|184112;2026-06-29\|38.34\|-1.44\|39.67\|42.44\|36.26\|213291;2026-06-30\|41.35\|7.85\|38.56\|41.41\|37.20\|194153;2026-07-01\|41.00\|-0.85\|42.35\|43.77\|40.62\|183152;2026-07-02\|41.10\|0.24\|39.27\|42.94\|38.88\|174607;2026-07-03\|38.88\|-5.40\|41.10\|42.21\|38.88\|135822;2026-07-06\|42.00\|8.02\|38.88\|43.30\|38.58\|234204;2026-07-07\|42.70\|1.67\|41.50\|43.70\|40.60\|165412;2026-07-08\|37.99\|-11.03\|42.39\|42.69\|36.58\|179413;2026-07-09\|43.15\|13.58\|37.91\|43.80\|36.37\|194007;2026-07-10\|41.50\|-3.82\|44.13\|46.00\|41.50\|197383;2026-07-13\|37.82\|-8.87\|40.88\|42.53\|37.78\|149059;2026-07-14\|38.37\|1.45\|37.82\|40.00\|37.09\|138103;2026-07-15\|33.40\|-12.95\|38.71\|39.12\|33.06\|181391;2026-07-16\|29.55\|-11.53\|32.02\|32.72\|29.28\|135535;2026-07-17\|26.44\|-10.52\|30.05\|30.07\|26.23\|121276;2026-07-20\|24.27\|-8.21\|26.91\|27.28\|23.42\|140620;2026-07-21\|26.44\|8.94\|24.43\|26.52\|21.88\|145656;2026-07-22\|26.00\|-1.66\|25.83\|27.45\|25.62\|125723;2026-07-23\|26.01\|0.04\|26.20\|26.56\|25.48\|52541;2026-07-24\|25.22\|-3.04\|25.52\|26.11\|24.91\|53236;2026-07-27\|26.54\|5.23\|24.78\|26.55\|24.74\|57254;2026-07-28\|25.05\|-5.61\|26.44\|27.27\|24.90\|60185;2026-07-29\|25.25\|0.80\|25.15\|25.61\|24.30\|57468;2026-07-30\|24.09\|-4.59\|25.00\|25.39\|23.74\|51342;2026-07-31\|25.28\|4.94\|25.50\|26.88\|25.20\|72702;2026-08-03\|24.76\|-2.06\|25.23\|25.38\|24.43\|48472;2026-08-04\|26.66\|7.67\|25.02\|26.88\|24.78\|59004;2026-08-05\|27.68\|3.83\|26.70\|28.18\|26.52\|61495;2026-08-06\|27.97\|1.05\|27.30\|28.43\|27.10\|54323;2026-08-07\|29.01\|3.72\|28.15\|29.30\|27.35\|66693;2026-08-10\|28.82\|-0.65\|29.20\|29.33\|28.28\|44378;2026-08-11\|28.47\|-1.21\|28.61\|29.30\|28.22\|32591;2026-08-12\|29.01\|1.90\|28.30\|29.14\|28.30\|32692;2026-08-13\|28.48\|-1.83\|29.30\|30.10\|28.47\|45633;2026-08-14\|30.43\|6.85\|28.67\|31.72\|28.67\|90541;2026-08-17\|34.75\|14.20\|30.75\|34.99\|30.40\|122554;2026-08-18\|33.24\|-4.35\|34.91\|35.00\|32.72\|78738;2026-08-19\|30.16\|-9.27\|32.50\|32.79\|30.00\|79238;2026-08-20\|30.00\|-0.53\|31.00\|31.00\|29.68\|45324;2026-08-21\|30.40\|1.33\|29.60\|31.16\|29.25\|46691;2026-08-24\|30.18\|-0.72\|30.46\|30.90\|29.40\|48951;2026-08-25\|30.05\|-0.43\|29.70\|30.30\|28.65\|45813;2026-08-26\|29.99\|-0.20\|29.90\|30.54\|29.40\|47710;2026-08-27\|31.61\|5.40\|30.25\|31.98\|29.25\|75866;2026-08-28\|30.57\|-3.29\|31.69\|32.24\|30.52\|68416;2026-08-31\|30.83\|0.85\|30.00\|31.20\|29.71\|56714;2026-09-01\|29.55\|-4.15\|30.85\|31.40\|29.20\|62685;2026-09-02\|29.07\|-1.62\|29.67\|29.75\|28.90\|44005;2026-09-03\|29.35\|0.96\|29.10\|29.89\|28.82\|37649;2026-09-04\|28.11\|-4.22\|29.44\|29.99\|27.81\|51736;2026-09-07\|28.82\|2.53\|28.30\|29.15\|28.30\|38879;2026-09-08\|28.51\|-1.08\|28.67\|29.19\|28.27\|42103;2026-09-09\|28.75\|0.84\|28.98\|29.57\|28.48\|42533;2026-09-10\|28.45\|-1.04\|28.40\|29.09\|28.18\|30660;2026-09-11\|27.57\|-3.09\|28.00\|28.23\|26.50\|47246;2026-09-14\|27.84\|0.98\|27.25\|28.10\|26.91\|34645;2026-09-15\|28.43\|2.12\|27.80\|28.94\|27.72\|43044
113467	长鑫存储过会	可转债发行+AI算力电源+芯片 1、据2026年6月16日公告，公司拟向不特定对象发行可转换公司债券，募集资金投向包括面向AI算力与数据中心的高压大电流DC-DC电源芯片、多相电源管理芯片等项目，产品可为GPU、AI加速芯片及智算中心供电。 2、据2026年6月11日互动易，在AI数据中心领域，公司正积极开发高性能多相控制器、DrMOS及大电流DC-DC等产品；公司已布局驱动控制器及模块电源等产品，用于高性能计算二次电源及AI光互联领域。 3、据2025年半年报及2025年年报，公司是国内领先的电源及电池管理芯片厂商，在有线充电管理芯片领域市场份额位居第一，并持续向汽车电子、工业及智能算力领域拓展。	公司是国内领先的模拟和嵌入式芯片设计企业之一，主营业务为模拟与嵌入式芯片的研发、设计和销售，专注于电源及电池管理领域，为客户提供端到端的完整解决方案	2026-05-12\|45.42\|-1.90\|46.00\|46.44\|44.80\|129912;2026-05-13\|45.89\|1.03\|44.48\|46.45\|43.58\|117633;2026-05-14\|47.20\|2.85\|46.76\|49.70\|46.15\|230917;2026-05-15\|45.73\|-3.11\|47.62\|48.00\|45.18\|141002;2026-05-18\|44.65\|-2.36\|45.11\|46.07\|44.25\|92641;2026-05-19\|46.06\|3.16\|44.68\|46.17\|42.97\|106473;2026-05-20\|48.00\|4.21\|45.60\|49.27\|45.31\|190656;2026-05-21\|44.38\|-7.54\|48.68\|49.09\|44.25\|138437;2026-05-22\|45.33\|2.14\|44.41\|45.79\|44.26\|87541;2026-05-25\|49.29\|8.74\|45.28\|49.99\|44.38\|218230;2026-05-26\|47.09\|-4.46\|49.70\|49.80\|45.68\|149292;2026-05-27\|45.65\|-3.06\|47.10\|48.38\|45.38\|131263;2026-05-28\|46.46\|1.77\|45.65\|47.81\|44.81\|125513;2026-05-29\|42.00\|-9.60\|47.44\|47.77\|41.68\|173162;2026-06-01\|41.03\|-2.31\|42.65\|43.58\|40.80\|109538;2026-06-02\|39.86\|-2.85\|40.51\|42.24\|39.80\|88162;2026-06-03\|42.00\|5.37\|40.47\|43.78\|40.20\|155154;2026-06-04\|43.26\|3.00\|41.20\|44.11\|40.38\|122730;2026-06-05\|41.75\|-2.93\|42.20\|43.27\|40.65\|99193;2026-06-08\|39.25\|-5.99\|39.85\|41.26\|38.70\|104673;2026-06-09\|43.95\|11.97\|40.03\|44.40\|39.42\|164582;2026-06-10\|41.86\|-4.76\|43.12\|43.57\|40.88\|107336;2026-06-11\|41.25\|-1.46\|41.40\|43.14\|40.60\|127181;2026-06-12\|40.28\|-2.35\|42.00\|42.45\|39.80\|153118;2026-06-15\|43.89\|8.96\|40.58\|44.30\|40.42\|150414;2026-06-16\|52.67\|20.00\|44.28\|52.67\|44.01\|393193;2026-06-17\|53.90\|2.34\|50.80\|55.30\|50.26\|327593;2026-06-18\|53.68\|-0.41\|52.68\|56.01\|52.57\|287941;2026-06-22\|52.99\|-1.29\|55.00\|55.50\|51.00\|205155;2026-06-23\|53.75\|1.43\|52.25\|57.30\|50.78\|233605;2026-06-24\|54.25\|0.93\|53.60\|55.35\|52.46\|178830;2026-06-25\|52.96\|-2.38\|53.40\|54.79\|52.70\|147358;2026-06-26\|50.26\|-5.10\|52.17\|53.08\|49.49\|199480;2026-06-29\|49.62\|-1.27\|50.59\|51.73\|47.10\|169232;2026-06-30\|56.49\|13.85\|49.19\|56.52\|48.79\|282858;2026-07-01\|52.44\|-7.17\|55.93\|57.72\|51.33\|254924;2026-07-02\|50.00\|-4.65\|50.51\|53.55\|49.15\|205303;2026-07-03\|48.06\|-3.88\|49.67\|50.22\|47.80\|146745;2026-07-06\|46.05\|-4.18\|48.49\|48.82\|44.89\|175081;2026-07-07\|45.24\|-1.76\|46.01\|46.83\|44.53\|111224;2026-07-08\|46.60\|3.01\|45.79\|47.79\|42.95\|170762;2026-07-09\|47.36\|1.63\|46.60\|47.78\|45.30\|159092;2026-07-10\|44.27\|-6.52\|47.10\|47.88\|44.17\|164937;2026-07-13\|42.80\|-3.32\|44.00\|46.20\|42.13\|152502;2026-07-14\|42.34\|-1.07\|43.00\|44.28\|40.40\|155503;2026-07-15\|40.10\|-5.29\|42.79\|43.23\|39.78\|151403;2026-07-16\|38.60\|-3.74\|39.98\|41.80\|38.00\|157697;2026-07-17\|35.21\|-8.78\|38.49\|38.53\|35.01\|180662;2026-07-20\|34.32\|-2.53\|36.82\|36.85\|33.05\|188662;2026-07-21\|36.10\|5.19\|34.62\|36.30\|32.10\|147934;2026-07-22\|34.57\|-4.24\|35.83\|36.80\|34.38\|121597;2026-07-23\|33.36\|-3.50\|34.80\|35.10\|33.20\|83369;2026-07-24\|35.70\|7.01\|33.00\|35.74\|32.69\|163719;2026-07-27\|35.46\|-0.67\|35.00\|35.46\|34.00\|99023;2026-07-28\|33.60\|-5.25\|34.85\|35.08\|33.25\|76763;2026-07-29\|34.40\|2.38\|33.60\|35.08\|33.17\|93036;2026-07-30\|33.16\|-3.60\|33.90\|34.40\|32.49\|83201;2026-07-31\|34.06\|2.71\|34.70\|35.68\|34.06\|96056;2026-08-03\|33.78\|-0.82\|33.86\|34.40\|33.40\|58405;2026-08-04\|34.90\|3.32\|34.00\|35.46\|33.70\|76204;2026-08-05\|36.20\|3.72\|34.92\|36.95\|34.85\|102093;2026-08-06\|35.88\|-0.88\|35.73\|36.77\|35.35\|82105;2026-08-07\|35.95\|0.20\|35.82\|36.30\|35.03\|88417;2026-08-10\|36.32\|1.03\|36.19\|36.65\|34.90\|111785;2026-08-11\|36.72\|1.10\|35.78\|37.65\|35.78\|108391;2026-08-12\|36.45\|-0.74\|36.80\|37.11\|36.30\|71593;2026-08-13\|35.94\|-1.40\|36.78\|37.63\|35.91\|91909;2026-08-14\|36.80\|2.39\|36.25\|37.07\|35.73\|67343;2026-08-17\|38.75\|5.30\|36.71\|39.11\|36.52\|114189;2026-08-18\|38.82\|0.18\|37.20\|39.37\|36.55\|149943;2026-08-19\|35.05\|-9.71\|37.85\|38.56\|34.87\|117270;2026-08-20\|36.43\|3.94\|35.63\|38.05\|35.15\|115769;2026-08-21\|36.11\|-0.88\|36.32\|37.72\|35.78\|68313;2026-08-24\|34.85\|-3.49\|35.91\|36.10\|33.90\|75490;2026-08-25\|34.53\|-0.92\|34.57\|34.86\|33.64\|51029;2026-08-26\|34.24\|-0.84\|34.54\|34.97\|33.90\|41140;2026-08-27\|37.62\|9.87\|34.20\|38.00\|34.20\|152524;2026-08-28\|36.45\|-3.11\|37.62\|37.80\|36.12\|80158;2026-08-31\|37.33\|2.41\|36.17\|37.72\|35.73\|62652;2026-09-01\|36.15\|-3.16\|37.30\|37.30\|35.56\|89292;2026-09-02\|34.87\|-3.54\|35.81\|35.92\|34.50\|79888;2026-09-03\|34.61\|-0.75\|35.23\|35.30\|34.20\|48097;2026-09-04\|34.65\|0.12\|34.98\|36.73\|34.36\|84605;2026-09-07\|34.77\|0.35\|34.96\|35.08\|34.30\|56087;2026-09-08\|33.76\|-2.90\|34.68\|34.68\|33.66\|64576;2026-09-09\|33.36\|-1.18\|33.99\|34.34\|32.87\|57343;2026-09-10\|32.21\|-3.45\|33.00\|33.55\|31.95\|89002;2026-09-11\|31.90\|-0.96\|31.88\|32.29\|30.08\|124904;2026-09-14\|31.90\|0.00\|31.74\|32.36\|30.98\|62067;2026-09-15\|31.81\|-0.28\|31.57\|32.35\|31.40\|40759
113466	长鑫存储过会	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|24295;2026-07-13\|49.36\|-4.86\|51.77\|52.28\|48.00\|20188;2026-07-14\|51.27\|3.87\|48.64\|51.50\|48.20\|13481;2026-07-15\|48.45\|-5.50\|51.30\|52.09\|47.85\|15392;2026-07-16\|46.00\|-5.06\|47.52\|48.58\|44.90\|18151;2026-07-17\|41.70\|-9.35\|45.69\|45.86\|40.84\|17580;2026-07-20\|37.70\|-9.59\|43.18\|43.40\|36.59\|22310;2026-07-21\|39.02\|3.50\|37.24\|40.00\|33.02\|27310;2026-07-22\|37.45\|-4.02\|38.61\|39.99\|37.10\|18402;2026-07-23\|38.78\|3.55\|38.01\|38.98\|36.61\|16678;2026-07-24\|38.45\|-0.85\|38.00\|39.17\|37.11\|12678;2026-07-27\|39.44\|2.57\|38.75\|39.49\|37.62\|11082;2026-07-28\|36.07\|-8.54\|38.80\|40.22\|35.77\|25620;2026-07-29\|35.66\|-1.14\|36.00\|36.80\|34.32\|15821;2026-07-30\|34.10\|-4.37\|35.80\|36.57\|32.80\|20581;2026-07-31\|34.41\|0.91\|36.15\|37.20\|34.41\|20452;2026-08-03\|35.09\|1.98\|34.63\|35.99\|33.61\|21604;2026-08-04\|37.55\|7.01\|35.66\|37.76\|35.03\|17656;2026-08-05\|42.77\|13.90\|37.50\|44.56\|37.06\|26694;2026-08-06\|42.25\|-1.22\|41.48\|42.70\|40.81\|16669;2026-08-07\|44.10\|4.38\|42.35\|44.20\|41.61\|18566;2026-08-10\|43.03\|-2.43\|44.06\|44.07\|42.00\|14993;2026-08-11\|42.35\|-1.58\|42.88\|42.88\|41.54\|8865;2026-08-12\|43.72\|3.23\|41.81\|43.86\|41.11\|10708;2026-08-13\|42.28\|-3.29\|43.53\|45.50\|42.27\|13730;2026-08-14\|43.31\|2.44\|42.31\|43.67\|42.31\|10460;2026-08-17\|46.48\|7.32\|43.50\|46.80\|43.04\|16625;2026-08-18\|45.88\|-1.29\|46.02\|46.99\|44.68\|11167;2026-08-19\|41.81\|-8.87\|43.91\|44.86\|41.34\|13018;2026-08-20\|42.42\|1.46\|41.29\|44.15\|41.29\|15262;2026-08-21\|42.84\|0.99\|41.58\|43.12\|41.14\|7748;2026-08-24\|41.00\|-4.30\|42.67\|43.30\|40.61\|7276;2026-08-25\|41.86\|2.10\|40.86\|42.26\|39.84\|7554;2026-08-26\|41.12\|-1.77\|42.18\|42.26\|40.12\|6452;2026-08-27\|42.46\|3.26\|41.12\|42.78\|40.66\|7618;2026-08-28\|42.33\|-0.31\|42.04\|45.90\|41.57\|14894;2026-08-31\|43.33\|2.36\|41.80\|43.46\|41.20\|10034;2026-09-01\|41.43\|-4.38\|43.44\|43.61\|40.96\|9803;2026-09-02\|40.99\|-1.06\|41.26\|42.09\|40.28\|9027;2026-09-03\|41.45\|1.12\|41.25\|42.48\|40.88\|8739;2026-09-04\|40.20\|-3.02\|41.65\|42.68\|39.71\|12174;2026-09-07\|41.33\|2.81\|41.06\|41.60\|40.28\|8569;2026-09-08\|40.93\|-0.97\|41.27\|41.48\|40.40\|7093;2026-09-09\|40.76\|-0.42\|41.10\|41.98\|40.40\|6138;2026-09-10\|40.01\|-1.84\|40.76\|40.76\|39.71\|5764;2026-09-11\|39.38\|-1.57\|39.40\|39.99\|38.00\|7991;2026-09-14\|40.54\|2.95\|39.09\|40.87\|38.33\|8954;2026-09-15\|40.31\|-0.57\|40.54\|41.74\|39.80\|5747
113465	长鑫存储过会	固态电池+半导体设备+海外拓展 1、据2026年4月15日年报，公司主要产品为各类锂电池后处理系统集成生产线及相关测试、装配产品，如方形电池后处理系统集成生产线、固态电池后处理系统集成生产线、数码小钢壳电池后处理系统集成生产线、软包电池后处理系统集成生产线等。 2、据2026年5月14日公司官微，2026年，公司通过控股杭可仪器切入半导体可靠性测试设备赛道，同步深耕锂电池后段整线设备，以双引擎协同模式推进高端制造解决方案的多元化发展。 3、据2026年4月15日年报，2025年公司全球化布局加速推进。国内市场持续深化与比亚迪、亿纬锂能、欣旺达、国轩高科等头部客户的合作；海外市场持续深化与韩国LG、三星、SK合作，韩国天安二期工厂建设完成，已正式投产；成功突破成为特斯拉供应商，进入丰田量产车体系；稳步推进大众项目技术协同及设备交付，形成国内外市场双轮驱动格局。	公司通过控股杭可仪器切入半导体可靠性测试设备赛道，同步深耕锂电池后段整线设备，以双引擎协同模式推进高端制造解决方案的多元化发展	2026-05-12\|33.80\|-0.32\|33.92\|34.98\|33.35\|154459;2026-05-13\|32.79\|-2.99\|33.40\|33.60\|32.61\|143701;2026-05-14\|32.12\|-2.04\|32.90\|33.10\|31.71\|118467;2026-05-15\|32.31\|0.59\|32.00\|33.30\|31.78\|138856;2026-05-18\|34.22\|5.91\|32.65\|36.90\|32.00\|341118;2026-05-19\|34.02\|-0.58\|34.14\|34.50\|33.06\|183470;2026-05-20\|34.65\|1.85\|33.76\|35.01\|33.76\|146466;2026-05-21\|33.83\|-2.37\|35.00\|36.42\|33.83\|204129;2026-05-22\|35.20\|4.05\|34.45\|35.66\|33.80\|153514;2026-05-25\|35.00\|-0.57\|35.18\|35.49\|33.90\|154729;2026-05-26\|34.69\|-0.89\|34.80\|35.59\|34.27\|130275;2026-05-27\|32.87\|-5.25\|34.49\|35.30\|32.74\|170483;2026-05-28\|39.44\|19.99\|32.81\|39.44\|32.35\|553785;2026-05-29\|39.65\|0.97\|40.00\|40.90\|37.09\|475531;2026-06-01\|36.66\|-7.54\|39.01\|42.57\|36.29\|387643;2026-06-02\|36.07\|-1.61\|37.00\|37.60\|35.40\|246731;2026-06-03\|35.27\|-2.22\|36.82\|39.54\|34.76\|414125;2026-06-04\|33.87\|-3.97\|34.04\|35.07\|33.10\|226875;2026-06-05\|31.66\|-6.52\|33.31\|33.35\|30.20\|281012;2026-06-08\|31.20\|-1.45\|30.82\|32.33\|30.33\|232682;2026-06-09\|35.10\|12.50\|32.00\|35.58\|31.70\|348693;2026-06-10\|34.08\|-2.91\|34.50\|35.55\|32.91\|205381;2026-06-11\|32.63\|-4.25\|33.97\|34.36\|32.40\|133588;2026-06-12\|32.93\|0.92\|33.00\|35.00\|32.70\|199464;2026-06-15\|36.24\|10.05\|32.95\|36.54\|32.24\|252014;2026-06-16\|39.36\|8.61\|36.36\|39.58\|36.18\|319978;2026-06-17\|37.78\|-4.01\|39.36\|39.72\|36.71\|222457;2026-06-18\|37.11\|-1.77\|37.76\|38.12\|36.59\|196696;2026-06-22\|37.61\|1.35\|37.18\|37.75\|36.13\|233945;2026-06-23\|38.17\|1.49\|37.11\|38.82\|36.08\|238228;2026-06-24\|39.79\|4.24\|37.80\|40.89\|37.31\|248640;2026-06-25\|38.28\|-3.79\|39.54\|40.00\|37.47\|152430;2026-06-26\|35.55\|-7.13\|37.82\|37.98\|35.50\|128400;2026-06-29\|34.96\|-1.66\|35.22\|36.50\|33.90\|127949;2026-06-30\|36.55\|4.55\|35.31\|37.77\|34.67\|141339;2026-07-01\|34.24\|-6.32\|36.74\|36.74\|34.01\|146487;2026-07-02\|32.78\|-4.26\|33.40\|34.54\|32.70\|102503;2026-07-03\|30.73\|-6.25\|32.78\|32.91\|30.69\|130863;2026-07-06\|28.54\|-7.13\|30.75\|31.04\|28.33\|166135;2026-07-07\|27.62\|-3.22\|28.27\|29.03\|27.39\|120439;2026-07-08\|26.31\|-4.74\|27.50\|27.80\|26.17\|115626;2026-07-09\|27.46\|4.37\|26.49\|27.75\|25.75\|127829;2026-07-10\|25.91\|-5.64\|27.33\|27.73\|25.83\|118148;2026-07-13\|24.14\|-6.83\|25.81\|25.91\|24.05\|111163;2026-07-14\|24.00\|-0.58\|24.20\|24.27\|23.12\|95151;2026-07-15\|24.48\|2.00\|24.00\|24.94\|23.80\|107288;2026-07-16\|22.79\|-6.90\|24.40\|24.95\|22.66\|132140;2026-07-17\|20.71\|-9.13\|22.74\|22.97\|20.62\|163905;2026-07-20\|20.28\|-2.08\|21.15\|21.50\|19.79\|221076;2026-07-21\|21.27\|4.88\|20.28\|21.28\|19.46\|202386;2026-07-22\|20.93\|-1.60\|21.14\|21.39\|20.61\|141519;2026-07-23\|21.42\|2.34\|20.91\|21.44\|20.75\|119302;2026-07-24\|20.50\|-4.30\|21.44\|21.50\|20.41\|90108;2026-07-27\|21.21\|3.46\|20.30\|21.29\|20.30\|112887;2026-07-28\|20.49\|-3.39\|20.97\|21.36\|20.40\|102147;2026-07-29\|20.90\|2.00\|20.29\|21.09\|19.58\|127485;2026-07-30\|20.46\|-2.11\|20.87\|21.08\|20.06\|110707;2026-07-31\|20.92\|2.25\|20.98\|21.52\|20.84\|119637;2026-08-03\|21.19\|1.29\|20.88\|21.49\|20.57\|90232;2026-08-04\|21.51\|1.51\|21.24\|21.69\|21.21\|111805;2026-08-05\|22.37\|4.00\|21.51\|22.55\|21.40\|114506;2026-08-06\|22.52\|0.67\|22.17\|22.70\|21.91\|120180;2026-08-07\|22.72\|0.89\|22.63\|22.80\|21.85\|117431;2026-08-10\|22.56\|-0.70\|22.95\|22.95\|22.20\|92192;2026-08-11\|22.31\|-1.11\|22.57\|22.60\|22.18\|69107;2026-08-12\|22.67\|1.61\|22.56\|22.88\|22.38\|76533;2026-08-13\|22.22\|-1.99\|22.60\|22.85\|22.18\|82723;2026-08-14\|21.90\|-1.44\|22.42\|22.52\|21.75\|93547;2026-08-17\|22.84\|4.29\|22.00\|22.85\|21.71\|133970;2026-08-18\|25.10\|9.89\|23.00\|25.59\|23.00\|281358;2026-08-19\|23.80\|-5.18\|24.30\|24.50\|23.36\|192601;2026-08-20\|22.88\|-3.87\|23.90\|24.27\|22.68\|142096;2026-08-21\|22.68\|-0.87\|22.74\|23.20\|22.43\|93949;2026-08-24\|22.44\|-1.06\|22.68\|23.28\|22.22\|97527;2026-08-25\|22.17\|-1.20\|22.43\|22.43\|21.58\|88163;2026-08-26\|22.98\|3.65\|22.25\|23.18\|22.13\|115597;2026-08-27\|22.26\|-3.13\|22.05\|22.59\|21.13\|194108;2026-08-28\|22.17\|-0.40\|22.01\|22.96\|22.01\|114588;2026-08-31\|21.88\|-1.31\|22.06\|22.10\|21.30\|94136;2026-09-01\|21.52\|-1.65\|21.88\|21.97\|21.36\|70188;2026-09-02\|21.18\|-1.58\|21.25\|21.40\|20.80\|80454;2026-09-03\|21.28\|0.47\|21.35\|21.59\|21.01\|46467;2026-09-04\|20.53\|-3.52\|21.43\|21.70\|20.41\|87602;2026-09-07\|20.56\|0.15\|20.54\|20.75\|20.45\|68398;2026-09-08\|20.53\|-0.15\|20.60\|20.92\|20.37\|72065;2026-09-09\|20.54\|0.05\|20.59\|20.79\|20.45\|60610;2026-09-10\|19.88\|-3.21\|20.54\|20.54\|19.85\|66762;2026-09-11\|20.02\|0.70\|19.80\|20.10\|18.99\|110814;2026-09-14\|20.11\|0.45\|19.71\|20.39\|19.55\|87146;2026-09-15\|20.47\|1.79\|20.31\|21.15\|19.98\|117534
113464	长鑫存储过会	碳化硅衬底+12英寸碳化硅+AI算力行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电公布2026年资本支出计划最高将达560亿美元，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。 2、据2025年9月报道称，台积电号召设备厂与化合物半导体相关厂商参与，计划将12英单晶碳化硅（SiC）应用于散热载板，取代传统的氧化铝、蓝宝石基板或陶瓷基板。公司原因： 1、据2025年11月20日互动易，英伟达计划用碳化硅替代硅作为中介层材料。采用12英寸碳化硅作为中介层材料，不仅能显著提升散热效率、提高集成密度，还能缩小封装尺寸、降低成本。目前公司已推出12英寸全系列衬底（半绝缘/导电P型/导电N型）。 2、据2025年9月1日互动易，公司客户英飞凌、安森美已进入英伟达等行业巨头供应链，公司碳化硅衬底用于AI数据中心功率器件，切入AI算力高增长赛道。 3、据2025年8月30日公告，公司2024年全球导电型碳化硅衬底市占率22.8%，稳居全球前三，8英寸导电型衬底已批量出货，技术处于国际第一梯队。	公司8英寸碳化硅衬底产品正进入加快发展的关键阶段	2026-05-12\|130.01\|3.80\|127.39\|132.30\|121.63\|205807;2026-05-13\|146.63\|12.78\|129.53\|149.35\|129.36\|222966;2026-05-14\|169.00\|15.26\|156.00\|175.96\|156.00\|320015;2026-05-15\|158.80\|-6.04\|170.00\|170.13\|153.18\|366989;2026-05-18\|149.84\|-5.64\|150.00\|152.00\|141.00\|259121;2026-05-19\|148.76\|-0.72\|147.90\|148.92\|137.62\|248661;2026-05-20\|155.10\|4.26\|146.72\|156.00\|144.00\|271056;2026-05-21\|139.61\|-9.99\|153.55\|153.55\|138.99\|239264;2026-05-22\|153.74\|10.12\|147.06\|154.66\|143.99\|260179;2026-05-25\|160.31\|4.27\|154.00\|163.56\|150.00\|231867;2026-05-26\|154.00\|-3.94\|156.70\|162.00\|150.44\|174636;2026-05-27\|166.99\|8.44\|159.00\|180.75\|158.67\|299935;2026-05-28\|163.55\|-2.06\|159.19\|165.41\|152.60\|236525;2026-05-29\|147.10\|-10.06\|165.00\|169.58\|143.00\|239224;2026-06-01\|135.98\|-7.56\|146.78\|148.16\|135.69\|203652;2026-06-02\|135.00\|-0.72\|137.89\|139.00\|129.32\|155873;2026-06-03\|136.42\|1.05\|143.50\|145.78\|133.50\|186201;2026-06-04\|139.10\|1.96\|134.19\|142.88\|132.40\|157232;2026-06-05\|130.93\|-5.87\|137.62\|138.97\|129.94\|164646;2026-06-08\|121.70\|-7.05\|120.00\|127.95\|119.89\|150321;2026-06-09\|137.06\|12.62\|124.00\|137.28\|122.01\|171349;2026-06-10\|125.10\|-8.73\|131.20\|133.00\|122.45\|176591;2026-06-11\|125.93\|0.66\|124.91\|128.00\|122.60\|131077;2026-06-12\|123.70\|-1.77\|131.00\|132.00\|122.86\|204037;2026-06-15\|134.97\|9.11\|125.47\|134.97\|121.99\|185874;2026-06-16\|140.70\|4.25\|135.90\|145.00\|133.80\|237785;2026-06-17\|149.66\|6.37\|137.00\|150.87\|136.61\|237170;2026-06-18\|149.20\|-0.31\|150.98\|157.50\|147.03\|229959;2026-06-22\|158.00\|5.90\|159.00\|163.99\|152.00\|254964;2026-06-23\|163.37\|3.40\|152.20\|168.88\|148.66\|243953;2026-06-24\|175.69\|7.54\|157.66\|178.16\|157.01\|264807;2026-06-25\|172.28\|-1.94\|176.00\|188.88\|167.69\|284259;2026-06-26\|168.63\|-2.12\|171.02\|180.50\|164.57\|226277;2026-06-29\|175.28\|3.94\|169.30\|175.30\|157.50\|228701;2026-06-30\|173.51\|-1.01\|171.78\|175.99\|163.00\|210443;2026-07-01\|162.20\|-6.52\|176.00\|179.91\|161.15\|197786;2026-07-02\|152.88\|-5.75\|152.00\|162.53\|149.03\|151788;2026-07-03\|145.60\|-4.76\|152.00\|154.60\|145.00\|150897;2026-07-06\|141.41\|-2.88\|148.88\|149.65\|137.39\|126078;2026-07-07\|146.00\|3.25\|140.51\|148.40\|138.11\|121933;2026-07-08\|145.45\|-0.38\|144.90\|152.00\|140.72\|126227;2026-07-09\|156.67\|7.71\|150.90\|156.78\|146.77\|148369;2026-07-10\|141.78\|-9.50\|157.00\|161.61\|141.43\|162387;2026-07-13\|138.59\|-2.25\|138.38\|144.88\|137.66\|104714;2026-07-14\|134.02\|-3.30\|138.63\|141.98\|125.00\|160021;2026-07-15\|129.83\|-3.13\|136.00\|137.80\|126.96\|107722;2026-07-16\|120.24\|-7.39\|127.26\|130.78\|119.30\|108495;2026-07-17\|104.50\|-13.09\|120.20\|120.24\|103.33\|149599;2026-07-20\|93.00\|-11.00\|108.00\|108.55\|90.00\|182472;2026-07-21\|101.12\|8.73\|94.81\|101.98\|84.01\|194592;2026-07-22\|99.47\|-1.63\|99.00\|104.57\|98.00\|136449;2026-07-23\|97.32\|-2.16\|101.45\|102.00\|96.09\|91054;2026-07-24\|95.81\|-1.55\|95.18\|99.40\|94.12\|85061;2026-07-27\|100.00\|4.37\|95.08\|100.10\|92.81\|131705;2026-07-28\|91.52\|-8.48\|98.47\|99.50\|90.60\|107373;2026-07-29\|90.39\|-1.23\|91.34\|93.90\|86.21\|125799;2026-07-30\|81.35\|-10.00\|89.60\|90.38\|81.21\|163521;2026-07-31\|86.65\|6.52\|90.00\|92.48\|86.35\|131214;2026-08-03\|81.39\|-6.07\|85.00\|87.35\|81.30\|123368;2026-08-04\|86.45\|6.22\|82.83\|88.00\|81.60\|108143;2026-08-05\|93.52\|8.18\|86.20\|94.49\|86.20\|142104;2026-08-06\|95.60\|2.22\|91.98\|98.08\|91.33\|130087;2026-08-07\|102.49\|7.21\|96.78\|102.68\|96.58\|144399;2026-08-10\|103.77\|1.25\|106.00\|109.37\|100.65\|136800;2026-08-11\|102.08\|-1.63\|102.00\|105.20\|100.59\|97997;2026-08-12\|110.36\|8.11\|102.68\|114.45\|102.10\|156814;2026-08-13\|112.03\|1.51\|111.60\|118.50\|109.50\|181224;2026-08-14\|111.15\|-0.79\|112.90\|114.00\|108.80\|104897;2026-08-17\|120.24\|8.18\|113.00\|120.86\|110.70\|149716;2026-08-18\|120.65\|0.34\|120.26\|124.00\|116.06\|136143;2026-08-19\|112.63\|-6.65\|115.00\|118.60\|111.12\|158316;2026-08-20\|108.20\|-3.93\|112.63\|113.98\|106.00\|143370;2026-08-21\|109.95\|1.62\|106.00\|113.53\|106.00\|116882;2026-08-24\|105.05\|-4.46\|107.81\|110.91\|102.35\|105505;2026-08-25\|106.41\|1.29\|102.68\|108.20\|101.68\|100982;2026-08-26\|104.83\|-1.48\|107.25\|108.20\|102.77\|78299;2026-08-27\|109.56\|4.51\|106.00\|111.00\|106.00\|79055;2026-08-28\|105.86\|-3.38\|109.00\|111.01\|105.50\|68344;2026-08-31\|107.41\|1.46\|102.10\|107.78\|102.10\|74468;2026-09-01\|104.46\|-2.75\|107.16\|108.48\|103.15\|71654;2026-09-02\|101.20\|-3.12\|102.78\|104.14\|100.11\|69197;2026-09-03\|100.66\|-0.53\|102.20\|103.57\|99.50\|71600;2026-09-04\|97.43\|-3.21\|101.47\|104.30\|96.44\|75475;2026-09-07\|100.01\|2.65\|99.10\|100.99\|97.51\|65189;2026-09-08\|97.80\|-2.21\|100.01\|102.43\|97.36\|65419;2026-09-09\|98.05\|0.26\|98.74\|101.80\|97.33\|56346;2026-09-10\|96.55\|-1.53\|97.83\|97.98\|95.92\|41741;2026-09-11\|94.90\|-1.71\|94.67\|95.80\|91.66\|61617;2026-09-14\|95.00\|0.11\|93.18\|95.93\|91.96\|48950;2026-09-15\|94.45\|-0.58\|94.47\|97.15\|93.80\|58767
113463	长鑫存储过会	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822;2026-07-13\|81.88\|-6.95\|87.21\|88.74\|81.16\|187845;2026-07-14\|86.01\|5.04\|83.40\|87.20\|81.00\|167776;2026-07-15\|80.20\|-6.75\|87.10\|88.79\|79.86\|160575;2026-07-16\|74.14\|-7.56\|79.48\|80.66\|73.40\|151822;2026-07-17\|66.74\|-9.98\|74.30\|74.68\|66.00\|178236;2026-07-20\|61.14\|-8.39\|69.65\|71.09\|58.50\|221037;2026-07-21\|68.73\|12.41\|63.94\|68.99\|54.20\|276036;2026-07-22\|72.13\|4.95\|69.82\|77.45\|68.63\|271173;2026-07-23\|68.70\|-4.76\|72.15\|74.00\|68.00\|174383;2026-07-24\|67.64\|-1.54\|66.69\|71.14\|66.20\|149124;2026-07-27\|68.98\|1.98\|66.95\|69.42\|64.00\|153714;2026-07-28\|63.57\|-7.84\|67.14\|68.98\|63.00\|127063;2026-07-29\|61.60\|-3.10\|63.40\|64.63\|58.18\|171070;2026-07-30\|53.86\|-12.56\|59.97\|60.80\|53.03\|175592;2026-07-31\|54.32\|0.85\|60.18\|61.90\|54.08\|210786;2026-08-03\|50.06\|-7.84\|53.34\|54.87\|49.62\|183902;2026-08-04\|54.79\|9.45\|50.34\|56.17\|49.65\|186815;2026-08-05\|58.97\|7.63\|54.80\|60.05\|54.46\|194624;2026-08-06\|61.16\|3.71\|57.98\|61.97\|57.10\|176794;2026-08-07\|63.92\|4.51\|60.75\|64.80\|60.00\|162371;2026-08-10\|62.82\|-1.72\|63.84\|65.00\|61.26\|119385;2026-08-11\|62.22\|-0.96\|62.74\|63.88\|61.16\|111789;2026-08-12\|63.92\|2.73\|62.63\|65.53\|62.30\|135540;2026-08-13\|62.50\|-2.22\|65.56\|66.10\|62.35\|141790;2026-08-14\|64.19\|2.70\|64.37\|64.40\|61.82\|107514;2026-08-17\|65.79\|2.49\|64.52\|66.11\|63.99\|139212;2026-08-18\|64.38\|-2.14\|65.88\|66.60\|62.94\|123656;2026-08-19\|57.86\|-10.13\|61.76\|62.74\|57.29\|152350;2026-08-20\|60.08\|3.84\|58.36\|63.56\|57.62\|165995;2026-08-21\|59.47\|-1.02\|59.74\|61.70\|57.80\|123952;2026-08-24\|56.11\|-5.65\|59.19\|59.47\|54.52\|123002;2026-08-25\|55.00\|-1.98\|55.46\|55.95\|53.08\|109659;2026-08-26\|53.93\|-1.95\|55.38\|55.60\|53.10\|111066;2026-08-27\|57.02\|5.73\|54.83\|57.60\|54.00\|142313;2026-08-28\|55.71\|-2.30\|57.03\|58.36\|55.65\|117754;2026-08-31\|57.10\|2.50\|54.75\|57.22\|54.36\|94909;2026-09-01\|54.80\|-4.03\|57.32\|57.38\|54.50\|96651;2026-09-02\|53.47\|-2.43\|53.53\|54.23\|52.90\|80171;2026-09-03\|53.78\|0.58\|54.20\|54.70\|52.85\|68938;2026-09-04\|51.52\|-4.20\|54.06\|55.01\|51.10\|102227;2026-09-07\|52.70\|2.29\|52.02\|53.34\|51.80\|88716;2026-09-08\|52.25\|-0.85\|52.73\|53.79\|51.61\|78647;2026-09-09\|51.85\|-0.77\|52.52\|53.65\|51.57\|76530;2026-09-10\|51.33\|-1.00\|51.42\|52.19\|51.09\|53294;2026-09-11\|50.20\|-2.20\|50.36\|50.70\|48.46\|83934;2026-09-14\|50.45\|0.50\|49.63\|50.90\|48.73\|61756;2026-09-15\|50.60\|0.30\|50.01\|51.78\|49.94\|70081
113462	长鑫存储过会	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985;2026-07-20\|23.92\|-9.80\|27.30\|27.99\|23.18\|118338;2026-07-21\|26.28\|9.87\|24.12\|27.10\|20.73\|146901;2026-07-22\|25.24\|-3.96\|25.61\|26.32\|24.29\|113304;2026-07-23\|24.96\|-1.11\|25.71\|26.08\|24.40\|72816;2026-07-24\|24.70\|-1.04\|24.70\|25.88\|24.15\|149533;2026-07-27\|26.28\|6.40\|24.93\|26.35\|23.92\|141792;2026-07-28\|23.63\|-10.08\|25.80\|26.27\|23.30\|141324;2026-07-29\|23.63\|0.00\|23.70\|24.03\|22.40\|144462;2026-07-30\|21.85\|-7.53\|23.92\|23.92\|21.37\|132655;2026-07-31\|22.75\|4.12\|23.88\|25.09\|22.51\|180343;2026-08-03\|23.20\|1.98\|22.49\|24.31\|22.49\|140964;2026-08-04\|24.50\|5.60\|23.59\|24.80\|23.05\|131437;2026-08-05\|26.13\|6.65\|24.07\|26.42\|24.03\|183450;2026-08-06\|27.05\|3.52\|25.86\|27.40\|25.71\|172821;2026-08-07\|28.75\|6.28\|27.20\|29.28\|26.57\|206371;2026-08-10\|27.33\|-4.94\|29.00\|29.17\|26.53\|176751;2026-08-11\|27.26\|-0.26\|26.70\|28.03\|26.59\|128022;2026-08-12\|28.15\|3.26\|27.20\|28.52\|27.20\|119680;2026-08-13\|27.33\|-2.91\|28.39\|29.46\|27.33\|142600;2026-08-14\|28.99\|6.07\|28.00\|30.93\|27.55\|199001;2026-08-17\|30.90\|6.59\|28.95\|31.06\|28.53\|186523;2026-08-18\|30.31\|-1.91\|30.50\|31.31\|29.51\|172376;2026-08-19\|29.51\|-2.64\|30.14\|33.88\|29.01\|315466;2026-08-20\|29.66\|0.51\|30.01\|30.80\|27.98\|229298;2026-08-21\|29.34\|-1.08\|29.00\|30.85\|28.64\|182263;2026-08-24\|26.95\|-8.15\|29.27\|29.27\|26.20\|209395;2026-08-25\|27.19\|0.89\|26.66\|28.04\|25.32\|142500;2026-08-26\|26.69\|-1.84\|27.80\|27.91\|25.79\|110564;2026-08-27\|27.59\|3.37\|26.91\|27.98\|26.02\|137735;2026-08-28\|26.70\|-3.23\|27.59\|28.28\|26.65\|110370;2026-08-31\|27.27\|2.13\|26.09\|27.58\|25.88\|103653;2026-09-01\|25.82\|-5.32\|27.47\|27.53\|25.52\|118211;2026-09-02\|25.50\|-1.24\|25.11\|26.19\|25.11\|94224;2026-09-03\|25.51\|0.04\|25.65\|26.11\|24.88\|98419;2026-09-04\|24.74\|-3.02\|25.90\|26.95\|24.47\|134827;2026-09-07\|25.61\|3.52\|25.01\|25.80\|24.30\|90328;2026-09-08\|25.27\|-1.33\|25.42\|26.08\|25.08\|75707;2026-09-09\|25.55\|1.11\|25.30\|26.09\|25.07\|83153;2026-09-10\|25.33\|-0.86\|25.25\|25.96\|25.05\|61599;2026-09-11\|25.02\|-1.22\|25.06\|25.30\|23.79\|90631;2026-09-14\|25.53\|2.04\|24.66\|26.76\|24.08\|144365;2026-09-15\|25.78\|0.98\|25.17\|26.45\|25.17\|99873
113461	长鑫存储过会	芯片抛光液+航空航天+参股中科声龙行业原因：据财闻3月16日报道，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。公司原因： 1、据2025年11月26日互动易，公司参股公司领航电子在芯片产业中的主要产品包括IC、硅晶圆和碳化硅等半导体级抛光液，其核心产品钨抛光液目前在国内头部FAB厂实现了重大突破。 2、据2025年6月30日互动易，公司的抛光材料业务涉及航天航空领域，主要直接客户有中国商飞等。据2026年2月10日互动易，公司与中国空间技术研究院合作开展的航天器用非晶合金反射镜样品试制及验证试验项目已结项，该项目是否具有应用场景存在较大不确定性。相关信息请以公司公告为准 3、据2024年12月30日互动易，Sunlune专注于为全球客户提供算力芯片系统的研发、设计、生产、销售和相应的技术指导等综合服务。据2025年6月16日互动易，截至目前，公司持有中科声龙境外母公司股权比例为1.8225%。 4、据2025年8月27日半年报，公司“材料+设备+工艺”三维协同，深耕抛光材料主业，智能装备及结构件收入占比近25%，已获头部手机终端厂商试用订单。	参股子公司中科声龙基于3D异质集成的大规模存算一体芯片领域处于业界领先水平	2026-05-12\|38.60\|-3.74\|39.80\|39.99\|37.61\|121979;2026-05-13\|39.44\|2.18\|37.88\|39.80\|37.47\|92386;2026-05-14\|38.20\|-3.14\|39.48\|39.53\|38.20\|68578;2026-05-15\|38.32\|0.31\|38.39\|40.14\|37.66\|127704;2026-05-18\|39.91\|4.15\|38.28\|40.10\|37.00\|118853;2026-05-19\|39.81\|-0.25\|39.60\|40.68\|39.03\|106474;2026-05-20\|43.77\|9.95\|40.10\|45.68\|39.89\|245128;2026-05-21\|37.14\|-15.15\|43.01\|43.77\|36.92\|262492;2026-05-22\|38.24\|2.96\|37.10\|38.87\|36.63\|167567;2026-05-25\|41.26\|7.90\|39.00\|42.43\|38.29\|186473;2026-05-26\|41.03\|-0.56\|40.68\|41.45\|38.90\|132271;2026-05-27\|39.20\|-4.46\|41.23\|41.45\|39.03\|119623;2026-05-28\|39.61\|1.05\|38.72\|40.08\|38.53\|96060;2026-05-29\|35.42\|-10.12\|39.62\|40.40\|35.10\|144862;2026-06-01\|33.30\|-5.99\|33.58\|36.09\|33.13\|107916;2026-06-02\|33.10\|-0.60\|33.16\|33.83\|32.01\|77324;2026-06-03\|33.59\|1.48\|32.80\|35.14\|32.76\|77319;2026-06-04\|34.16\|1.70\|33.14\|35.85\|32.60\|86032;2026-06-05\|35.09\|2.72\|33.57\|36.82\|32.66\|114953;2026-06-08\|33.28\|-5.16\|33.89\|35.47\|32.98\|87330;2026-06-09\|38.00\|14.18\|34.10\|38.61\|34.10\|184374;2026-06-10\|39.53\|4.03\|38.25\|42.25\|38.10\|172691;2026-06-11\|38.89\|-1.62\|39.77\|39.77\|37.91\|97586;2026-06-12\|38.77\|-0.31\|40.00\|40.89\|38.72\|95220;2026-06-15\|43.80\|12.97\|38.72\|43.98\|38.72\|154819;2026-06-16\|44.60\|1.83\|43.81\|45.45\|43.40\|121406;2026-06-17\|46.79\|4.91\|44.28\|47.20\|43.50\|111579;2026-06-18\|51.59\|10.26\|46.10\|51.88\|45.91\|126983;2026-06-22\|48.82\|-5.37\|51.61\|51.90\|48.23\|140406;2026-06-23\|49.21\|0.80\|48.71\|50.44\|47.32\|116792;2026-06-24\|47.45\|-3.58\|49.51\|49.96\|47.10\|82672;2026-06-25\|45.96\|-3.14\|47.31\|48.51\|45.50\|92586;2026-06-26\|43.00\|-6.44\|45.51\|45.70\|42.69\|86323;2026-06-29\|41.15\|-4.30\|43.27\|43.95\|39.14\|105640;2026-06-30\|42.56\|3.43\|41.01\|42.85\|40.67\|85638;2026-07-01\|44.47\|4.49\|43.72\|48.00\|43.55\|118462;2026-07-02\|42.32\|-4.83\|42.20\|45.95\|42.20\|121141;2026-07-03\|40.82\|-3.54\|42.61\|43.14\|40.30\|95764;2026-07-06\|38.81\|-4.92\|40.48\|42.38\|38.20\|77426;2026-07-07\|38.12\|-1.78\|38.81\|39.83\|37.76\|70756;2026-07-08\|36.41\|-4.49\|38.00\|38.50\|34.95\|77488;2026-07-09\|36.85\|1.21\|36.35\|37.68\|35.00\|61975;2026-07-10\|34.98\|-5.07\|36.92\|38.31\|34.97\|84446;2026-07-13\|30.33\|-13.29\|34.64\|34.69\|30.21\|104162;2026-07-14\|32.36\|6.69\|30.46\|32.58\|30.00\|114063;2026-07-15\|33.52\|3.58\|32.90\|34.86\|32.03\|127671;2026-07-16\|31.19\|-6.95\|32.94\|33.45\|30.83\|89802;2026-07-17\|31.31\|0.38\|30.88\|33.18\|30.01\|161444;2026-07-20\|26.70\|-14.72\|31.66\|32.22\|26.10\|167510;2026-07-21\|28.31\|6.03\|27.38\|28.48\|23.50\|154418;2026-07-22\|29.70\|4.91\|27.61\|30.35\|27.34\|126273;2026-07-23\|32.07\|7.98\|29.72\|33.26\|29.72\|115676;2026-07-24\|32.50\|1.34\|31.75\|33.40\|31.02\|91168;2026-07-27\|33.63\|3.48\|32.66\|33.88\|32.33\|89680;2026-07-28\|31.96\|-4.97\|33.28\|34.40\|31.80\|89247;2026-07-29\|31.50\|-1.44\|32.10\|32.58\|30.39\|88369;2026-07-30\|28.83\|-8.48\|32.00\|32.80\|28.39\|106901;2026-07-31\|30.05\|4.23\|31.01\|32.30\|29.81\|112569;2026-08-03\|28.90\|-3.83\|29.82\|30.50\|28.63\|69856;2026-08-04\|29.26\|1.25\|29.28\|30.44\|28.74\|97240;2026-08-05\|32.66\|11.62\|28.97\|33.35\|28.80\|158078;2026-08-06\|34.00\|4.10\|31.88\|34.25\|31.73\|142090;2026-08-07\|34.34\|1.00\|34.00\|34.88\|32.68\|117807;2026-08-10\|35.54\|3.49\|34.50\|35.95\|33.13\|106260;2026-08-11\|36.65\|3.12\|35.00\|37.30\|34.50\|112522;2026-08-12\|38.95\|6.28\|36.60\|39.80\|36.10\|154823;2026-08-13\|37.17\|-4.57\|38.72\|39.50\|37.10\|128768;2026-08-14\|39.11\|5.22\|37.27\|39.75\|37.10\|104159;2026-08-17\|39.11\|0.00\|40.77\|40.81\|37.05\|107242;2026-08-18\|39.90\|2.02\|39.77\|40.99\|39.11\|92693;2026-08-19\|35.24\|-11.68\|38.01\|39.05\|34.97\|111947;2026-08-20\|35.41\|0.48\|35.64\|36.34\|34.88\|74369;2026-08-21\|36.20\|2.23\|35.00\|36.46\|34.17\|61801;2026-08-24\|35.71\|-1.35\|36.19\|36.72\|34.90\|44140;2026-08-25\|35.63\|-0.22\|35.04\|36.03\|33.19\|57854;2026-08-26\|36.87\|3.48\|35.50\|37.17\|34.46\|78740;2026-08-27\|37.73\|2.33\|36.45\|38.08\|35.54\|105776;2026-08-28\|36.79\|-2.49\|37.20\|39.45\|36.67\|97796;2026-08-31\|37.67\|2.39\|36.02\|37.80\|35.52\|71863;2026-09-01\|36.46\|-3.21\|37.60\|37.95\|36.16\|68535;2026-09-02\|36.68\|0.60\|35.85\|37.94\|35.52\|66701;2026-09-03\|37.40\|1.96\|36.63\|37.86\|36.31\|59358;2026-09-04\|35.56\|-4.92\|38.00\|38.18\|35.00\|72584;2026-09-07\|35.93\|1.04\|36.18\|36.63\|35.21\|76304;2026-09-08\|34.10\|-5.09\|35.85\|35.89\|33.84\|94808;2026-09-09\|33.82\|-0.82\|34.14\|35.18\|33.60\|58729;2026-09-10\|32.92\|-2.66\|33.66\|33.66\|32.48\|59658;2026-09-11\|32.76\|-0.49\|32.54\|33.66\|30.80\|82363;2026-09-14\|33.15\|1.19\|32.11\|33.99\|31.38\|62855;2026-09-15\|32.72\|-1.30\|32.82\|34.37\|32.59\|51872
113460	长鑫存储过会	涨停揭秘：国内功率半导体IDM龙头，纵向一体化覆盖硅片-芯片-封装测试，受益存储涨价带动晶圆代工需求及汽车电子渗透提升；涨停缘由：车规级MOSFET、IGBT模块批量供货比亚迪、蔚来；光伏逆变器配套份额提升；硅片自供比例提高增强成本优势；资金逻辑：资金聚焦半导体中业绩确定性最强的功率赛道，叠加低估值修复与国产替代加速，机构增持意愿强烈；风险提示：功率器件价格仍处下行通道；海外巨头降价竞争加剧；新能源车增速放缓或影响订单持续性	公司为功率半导体龙头，是国内少数集单晶硅片制造、芯片设计制造、器件设计封装测试、终端销售与服务等纵向产业链为一体的规模企业	2026-05-12\|78.40\|0.86\|77.73\|78.46\|74.88\|251915;2026-05-13\|83.12\|6.02\|76.88\|83.47\|75.80\|313231;2026-05-14\|84.00\|1.06\|84.22\|85.80\|82.01\|349303;2026-05-15\|82.89\|-1.32\|84.32\|85.44\|80.31\|313641;2026-05-18\|81.40\|-1.80\|82.21\|83.36\|80.10\|221900;2026-05-19\|79.61\|-2.20\|80.39\|80.88\|76.37\|223872;2026-05-20\|83.71\|5.15\|79.00\|83.71\|78.90\|248703;2026-05-21\|77.61\|-7.29\|84.78\|84.78\|77.50\|279160;2026-05-22\|86.38\|11.30\|79.51\|88.00\|79.36\|420155;2026-05-25\|95.24\|10.26\|89.39\|96.30\|86.88\|441524;2026-05-26\|97.90\|2.79\|93.90\|99.77\|90.61\|407324;2026-05-27\|110.02\|12.38\|101.90\|114.86\|101.20\|516596;2026-05-28\|114.30\|3.89\|110.80\|118.00\|108.13\|415839;2026-05-29\|107.12\|-6.28\|114.00\|115.41\|106.00\|372979;2026-06-01\|99.25\|-7.35\|105.21\|107.03\|98.78\|339072;2026-06-02\|101.50\|2.27\|99.38\|103.98\|96.10\|277013;2026-06-03\|105.82\|4.26\|107.23\|111.23\|103.95\|334634;2026-06-04\|105.50\|-0.30\|104.00\|108.96\|103.00\|221875;2026-06-05\|102.87\|-2.49\|104.19\|108.66\|101.31\|226643;2026-06-08\|94.46\|-8.18\|97.73\|98.78\|93.18\|238394;2026-06-09\|107.88\|14.21\|97.96\|108.00\|95.35\|272519;2026-06-10\|100.40\|-6.93\|103.01\|105.88\|99.02\|209643;2026-06-11\|100.19\|-0.21\|99.01\|102.98\|98.50\|174159;2026-06-12\|96.68\|-3.50\|104.20\|105.88\|95.75\|255533;2026-06-15\|105.15\|8.76\|98.77\|105.98\|94.72\|281675;2026-06-16\|108.80\|3.47\|107.00\|113.00\|105.35\|311039;2026-06-17\|114.10\|4.87\|108.00\|115.00\|106.66\|373853;2026-06-18\|123.13\|7.91\|113.50\|126.12\|111.88\|371698;2026-06-22\|128.11\|4.04\|130.00\|133.07\|123.32\|400348;2026-06-23\|132.96\|3.79\|128.00\|136.50\|127.00\|399932;2026-06-24\|132.99\|0.02\|130.00\|142.72\|129.00\|432214;2026-06-25\|137.45\|3.35\|132.03\|138.00\|129.26\|363205;2026-06-26\|135.76\|-1.23\|133.88\|142.67\|129.51\|333740;2026-06-29\|149.95\|10.45\|145.24\|155.95\|141.19\|405740;2026-06-30\|157.23\|4.86\|153.00\|159.88\|142.25\|348785;2026-07-01\|152.00\|-3.33\|154.96\|162.00\|147.96\|319294;2026-07-02\|135.59\|-10.80\|145.50\|146.97\|135.00\|299367;2026-07-03\|129.46\|-4.52\|134.00\|138.00\|128.00\|258565;2026-07-06\|131.44\|1.53\|131.50\|134.29\|125.01\|239161;2026-07-07\|134.90\|2.63\|129.44\|139.58\|127.30\|259905;2026-07-08\|128.04\|-5.09\|135.30\|136.88\|122.60\|232924;2026-07-09\|136.62\|6.70\|130.88\|136.83\|123.91\|265525;2026-07-10\|118.67\|-13.14\|135.50\|139.13\|118.10\|376695;2026-07-13\|113.31\|-4.52\|117.52\|120.99\|112.50\|304408;2026-07-14\|113.30\|-0.01\|115.00\|115.44\|105.27\|305305;2026-07-15\|105.56\|-6.83\|114.30\|114.58\|105.11\|203784;2026-07-16\|101.70\|-3.66\|103.88\|109.08\|100.31\|190301;2026-07-17\|93.07\|-8.49\|103.00\|103.00\|92.57\|209778;2026-07-20\|86.90\|-6.63\|95.05\|96.00\|84.50\|271084;2026-07-21\|98.51\|13.36\|88.50\|99.44\|83.00\|273638;2026-07-22\|96.30\|-2.24\|96.00\|102.30\|95.88\|293018;2026-07-23\|93.14\|-3.28\|97.00\|97.95\|91.64\|160003;2026-07-24\|90.60\|-2.73\|91.83\|93.39\|89.12\|141836;2026-07-27\|93.22\|2.89\|90.60\|93.58\|87.17\|144198;2026-07-28\|84.80\|-9.03\|90.00\|91.94\|83.84\|182415;2026-07-29\|87.60\|3.30\|85.99\|87.76\|80.38\|197913;2026-07-30\|81.93\|-6.47\|86.01\|87.97\|80.57\|162633;2026-07-31\|83.92\|2.43\|89.00\|90.00\|83.89\|202706;2026-08-03\|79.98\|-4.69\|83.00\|84.40\|79.63\|147987;2026-08-04\|86.80\|8.53\|81.98\|87.97\|80.92\|195862;2026-08-05\|91.01\|4.85\|86.76\|93.23\|86.47\|225204;2026-08-06\|94.03\|3.32\|90.00\|95.55\|89.30\|211326;2026-08-07\|96.93\|3.08\|93.89\|98.55\|92.50\|172745;2026-08-10\|94.11\|-2.91\|97.01\|97.60\|92.37\|144354;2026-08-11\|96.20\|2.22\|93.50\|99.20\|92.77\|156454;2026-08-12\|96.64\|0.46\|97.78\|97.78\|94.88\|97874;2026-08-13\|95.55\|-1.13\|98.00\|99.87\|95.53\|144839;2026-08-14\|96.38\|0.87\|96.89\|97.31\|94.51\|89921;2026-08-17\|99.78\|3.53\|96.19\|99.78\|96.00\|124888;2026-08-18\|102.20\|2.43\|100.90\|102.97\|97.76\|193359;2026-08-19\|101.49\|-0.69\|98.86\|108.25\|97.81\|327858;2026-08-20\|96.29\|-5.12\|100.00\|100.31\|94.02\|255332;2026-08-21\|103.04\|7.01\|94.55\|103.50\|94.50\|251295;2026-08-24\|97.80\|-5.09\|101.00\|104.00\|95.51\|243811;2026-08-25\|93.25\|-4.65\|95.00\|95.55\|89.68\|216760;2026-08-26\|91.55\|-1.82\|93.00\|93.52\|90.25\|147529;2026-08-27\|96.93\|5.88\|92.50\|97.35\|92.03\|173105;2026-08-28\|94.43\|-2.58\|95.98\|97.79\|94.39\|113597;2026-08-31\|93.22\|-1.28\|91.70\|93.99\|90.37\|158941;2026-09-01\|90.03\|-3.42\|93.01\|93.50\|88.85\|143214;2026-09-02\|87.99\|-2.27\|88.85\|89.97\|87.85\|101452;2026-09-03\|88.98\|1.13\|89.22\|90.80\|88.50\|97870;2026-09-04\|86.19\|-3.14\|90.01\|90.98\|85.39\|111554;2026-09-07\|89.00\|3.26\|87.78\|89.57\|87.02\|96181;2026-09-08\|86.82\|-2.45\|88.48\|89.28\|86.70\|88031;2026-09-09\|87.01\|0.22\|87.43\|88.50\|86.34\|59933;2026-09-10\|86.41\|-0.69\|86.50\|87.68\|85.55\|59970;2026-09-11\|84.36\|-2.37\|84.96\|85.19\|82.90\|90646;2026-09-14\|84.89\|0.63\|83.33\|86.75\|82.67\|75163;2026-09-15\|85.79\|1.06\|84.87\|87.87\|84.30\|83775
113459	长鑫存储过会	涨停揭秘：洁净室粒子监测核心供应商，长鑫存储扩产拉动百级洁净监测需求；涨停缘由：公司激光尘埃粒子传感器适配百级/千级洁净室，已进入中芯国际、长江存储等客户供应链；长鑫存储合肥基地建设提速，洁净室监测设备招标量增加，公司产品具备高精度与定制化优势；资金逻辑：洁净监测细分赛道获资金关注，6月9日主力净流入7800万元，融资余额周增幅达12.4%，机构调研频次环比翻倍；风险提示：公司2025年半导体业务收入占比仅21%，医疗与环保监测仍是主要收入来源；洁净监测设备单价较低，规模效应有待提升	公司激光尘埃粒子传感器、在线粒子计数器等产品，可适配百级/千级/万级/十万级等多等级洁净室环境监测	2026-05-12\|51.70\|-2.54\|53.04\|53.05\|51.55\|7718;2026-05-13\|51.90\|0.39\|51.50\|52.24\|51.10\|8174;2026-05-14\|51.16\|-1.43\|52.50\|52.50\|51.11\|9598;2026-05-15\|51.85\|1.35\|51.51\|52.80\|50.80\|11864;2026-05-18\|53.47\|3.12\|51.15\|53.68\|50.82\|13489;2026-05-19\|53.45\|-0.04\|53.07\|53.75\|52.25\|9766;2026-05-20\|53.45\|0.00\|52.92\|53.99\|52.90\|8667;2026-05-21\|52.10\|-2.53\|53.72\|54.85\|51.21\|12248;2026-05-22\|54.29\|4.20\|52.00\|54.46\|52.00\|15097;2026-05-25\|57.16\|5.29\|54.80\|57.50\|53.71\|27116;2026-05-26\|55.05\|-3.69\|57.80\|58.12\|53.71\|21365;2026-05-27\|53.65\|-2.54\|54.61\|55.53\|53.50\|13572;2026-05-28\|56.30\|4.94\|53.99\|56.76\|53.00\|17299;2026-05-29\|51.57\|-8.40\|56.30\|56.61\|51.00\|22721;2026-06-01\|51.10\|-0.91\|51.01\|52.54\|50.82\|9289;2026-06-02\|50.65\|-0.88\|51.10\|51.42\|49.10\|10314;2026-06-03\|50.29\|-0.71\|50.64\|51.44\|49.52\|8875;2026-06-04\|50.19\|-0.20\|50.25\|50.80\|49.53\|8154;2026-06-05\|50.58\|0.78\|50.20\|51.87\|48.01\|9863;2026-06-08\|48.62\|-3.88\|49.00\|49.95\|47.01\|12670;2026-06-09\|55.81\|14.79\|49.34\|56.64\|48.62\|29974;2026-06-10\|54.20\|-2.18\|54.32\|55.90\|53.79\|16455;2026-06-11\|55.47\|2.34\|53.50\|55.84\|53.10\|16834;2026-06-12\|54.60\|-1.57\|56.50\|56.67\|53.92\|17279;2026-06-15\|58.00\|6.23\|55.20\|58.77\|54.22\|22335;2026-06-16\|58.08\|0.14\|57.72\|58.45\|56.67\|15440;2026-06-17\|59.56\|2.55\|57.50\|60.99\|57.50\|22398;2026-06-18\|61.48\|3.22\|59.10\|61.88\|58.70\|22244;2026-06-22\|59.84\|-2.67\|61.23\|62.50\|58.06\|20741;2026-06-23\|59.56\|-0.47\|58.62\|60.56\|57.90\|15077;2026-06-24\|59.40\|-0.27\|59.14\|59.88\|56.36\|18782;2026-06-25\|58.73\|-1.13\|59.00\|60.65\|58.15\|13326;2026-06-26\|63.92\|8.84\|58.67\|64.66\|57.60\|34710;2026-06-29\|62.27\|-2.58\|64.17\|66.87\|60.71\|20341;2026-06-30\|65.70\|5.51\|61.64\|65.76\|61.64\|22004;2026-07-01\|64.92\|-1.19\|66.00\|67.90\|63.49\|22839;2026-07-02\|61.72\|-4.93\|63.52\|65.58\|61.23\|17459;2026-07-03\|59.65\|-3.35\|61.59\|61.99\|59.00\|16546;2026-07-06\|57.07\|-4.33\|59.94\|60.49\|57.00\|16255;2026-07-07\|58.69\|2.84\|57.07\|59.40\|54.66\|20494;2026-07-08\|55.12\|-6.08\|58.55\|59.39\|55.09\|14060;2026-07-09\|56.32\|2.18\|55.44\|57.24\|53.65\|13000;2026-07-10\|55.66\|-1.17\|58.36\|59.00\|55.38\|11822;2026-07-13\|49.72\|-10.67\|55.01\|55.43\|49.56\|15403;2026-07-14\|50.64\|1.85\|49.70\|50.64\|47.82\|10428;2026-07-15\|48.11\|-5.00\|50.80\|51.02\|47.81\|7625;2026-07-16\|45.86\|-4.68\|48.13\|48.58\|45.47\|10436;2026-07-17\|43.37\|-5.43\|45.51\|46.27\|42.68\|11735;2026-07-20\|40.82\|-5.88\|44.15\|44.49\|39.65\|14434;2026-07-21\|45.38\|11.17\|41.00\|45.69\|38.88\|16338;2026-07-22\|44.02\|-3.00\|45.03\|45.55\|43.80\|8814;2026-07-23\|43.01\|-2.29\|43.69\|44.50\|42.84\|5234;2026-07-24\|42.40\|-1.42\|42.23\|43.75\|41.51\|3755;2026-07-27\|42.82\|0.99\|41.90\|43.62\|41.73\|4695;2026-07-28\|41.40\|-3.32\|42.48\|43.00\|41.23\|4168;2026-07-29\|42.31\|2.20\|42.37\|42.49\|40.75\|4486;2026-07-30\|41.29\|-2.41\|42.44\|42.52\|40.86\|3828;2026-07-31\|42.71\|3.44\|42.67\|43.87\|42.50\|6098;2026-08-03\|44.33\|3.79\|43.14\|44.53\|43.10\|5870;2026-08-04\|45.04\|1.60\|44.65\|45.40\|44.30\|4494;2026-08-05\|45.47\|0.95\|44.93\|45.90\|44.92\|4680;2026-08-06\|45.63\|0.35\|45.38\|45.65\|44.55\|3683;2026-08-07\|46.55\|2.02\|45.79\|46.56\|44.10\|5568;2026-08-10\|45.52\|-2.21\|46.55\|46.55\|44.81\|6404;2026-08-11\|45.30\|-0.48\|45.52\|46.14\|44.85\|4503;2026-08-12\|45.61\|0.68\|45.41\|45.90\|44.98\|2876;2026-08-13\|44.88\|-1.60\|45.74\|46.76\|44.88\|5403;2026-08-14\|45.86\|2.18\|44.99\|46.14\|44.85\|4949;2026-08-17\|47.23\|2.99\|45.51\|47.29\|45.51\|5041;2026-08-18\|47.91\|1.44\|47.23\|48.39\|46.89\|6682;2026-08-19\|43.90\|-8.37\|47.47\|47.48\|43.72\|8027;2026-08-20\|43.88\|-0.05\|44.02\|45.30\|43.66\|6223;2026-08-21\|43.70\|-0.41\|43.84\|44.21\|42.76\|5073;2026-08-24\|43.15\|-1.26\|43.70\|44.02\|42.27\|4966;2026-08-25\|43.61\|1.07\|42.98\|44.02\|42.35\|4607;2026-08-26\|43.78\|0.39\|43.60\|44.62\|43.26\|4446;2026-08-27\|44.94\|2.65\|43.81\|44.94\|43.72\|4080;2026-08-28\|44.82\|-0.27\|44.73\|45.68\|44.14\|5444;2026-08-31\|45.70\|1.96\|44.82\|45.88\|43.82\|6764;2026-09-01\|45.09\|-1.33\|46.60\|46.64\|44.83\|4527;2026-09-02\|44.61\|-1.06\|44.43\|45.70\|44.33\|2459;2026-09-03\|44.66\|0.11\|44.83\|45.50\|44.26\|3517;2026-09-04\|43.84\|-1.84\|44.99\|45.99\|43.63\|5082;2026-09-07\|44.30\|1.05\|43.78\|44.66\|43.77\|2742;2026-09-08\|43.32\|-2.21\|43.99\|44.66\|43.00\|4596;2026-09-09\|43.74\|0.97\|43.32\|44.36\|43.32\|3994;2026-09-10\|43.19\|-1.26\|43.41\|44.29\|43.12\|2705;2026-09-11\|42.57\|-1.44\|43.11\|43.18\|41.68\|4164;2026-09-14\|43.32\|1.76\|42.57\|43.74\|42.05\|2539;2026-09-15\|43.07\|-0.58\|43.73\|44.28\|42.68\|3612
113458	长鑫存储过会	芯片电感+服务器电源+稀土永磁+业绩增长 1、据2026年4月16日投资者关系管理信息，公司已完成芯片电感高端市场、高端产品的重大突破，中标知名国际半导体客户新项目，多款电感产品已通过客户性能测试并收到小批量订单；据2025年年度报告，芯片电感元件是AI服务器电源产业链上游的核心零部件。 2、据2025年年度报告，公司是全球汽车与变频家电领域领先的磁性材料供应商，70%以上磁瓦产品面向汽车领域，已形成5万吨永磁铁氧体产能，构建“磁粉-磁芯-电感”垂直整合产业链。 3、据2026年4月27日公告，公司2026年一季度营收3.35亿元，同比增长30.43%；据2025年年度报告，2025年营收12.89亿元，同比增长10.18%，归母净利润1.68亿元，同比增长51.71%。	国内高性能永磁铁氧体湿压磁瓦主要生产企业之一；公司芯片电感二季度批量出货，已中标国际半导体客户新项目，产品用于AI服务器电源	2026-05-12\|122.99\|2.04\|120.01\|123.58\|118.00\|41621;2026-05-13\|122.58\|-0.18\|120.73\|123.00\|120.00\|34532;2026-05-14\|121.88\|-0.57\|121.88\|132.66\|121.51\|56468;2026-05-15\|114.70\|-5.89\|121.17\|122.99\|113.00\|80139;2026-05-18\|109.35\|-4.66\|112.35\|114.50\|108.93\|50368;2026-05-19\|113.27\|3.58\|109.91\|113.65\|107.48\|42326;2026-05-20\|117.76\|3.96\|113.20\|119.00\|111.50\|56950;2026-05-21\|121.15\|2.88\|118.00\|128.46\|117.11\|60236;2026-05-22\|141.83\|17.07\|123.58\|143.35\|123.09\|83022;2026-05-25\|170.20\|20.00\|145.38\|170.20\|144.67\|97870;2026-05-26\|163.29\|-4.06\|168.81\|179.61\|158.69\|96270;2026-05-27\|171.29\|4.90\|169.39\|175.00\|163.00\|73543;2026-05-28\|191.10\|11.57\|170.48\|193.00\|170.00\|77234;2026-05-29\|179.50\|-6.07\|187.67\|193.01\|177.86\|73285;2026-06-01\|170.80\|-4.85\|179.50\|188.54\|170.00\|79982;2026-06-02\|195.90\|14.70\|172.79\|197.00\|166.49\|87765;2026-06-03\|187.70\|-4.19\|195.00\|195.00\|184.33\|66816;2026-06-04\|187.49\|-0.11\|187.49\|191.10\|180.88\|46774;2026-06-05\|211.00\|12.54\|183.77\|218.00\|181.11\|100341;2026-06-08\|181.66\|-13.91\|197.84\|203.80\|181.03\|84621;2026-06-09\|208.77\|14.92\|190.90\|210.68\|182.00\|80464;2026-06-10\|195.70\|-6.26\|204.36\|210.50\|192.18\|52533;2026-06-11\|185.07\|-5.43\|191.59\|199.89\|183.00\|57258;2026-06-12\|177.40\|-4.14\|189.00\|190.61\|176.00\|68731;2026-06-15\|197.00\|11.05\|180.95\|197.98\|180.95\|52407;2026-06-16\|200.95\|2.01\|197.00\|203.86\|194.00\|48848;2026-06-17\|193.20\|-3.86\|200.12\|200.94\|188.73\|52057;2026-06-18\|208.08\|7.70\|192.28\|212.00\|191.00\|67969;2026-06-22\|195.26\|-6.16\|206.29\|210.90\|188.17\|85413;2026-06-23\|234.31\|20.00\|198.00\|234.31\|196.26\|119946;2026-06-24\|248.33\|5.98\|239.03\|249.99\|232.21\|87559;2026-06-25\|253.15\|1.94\|238.36\|259.80\|225.88\|102042;2026-06-26\|242.36\|-4.26\|248.87\|262.00\|240.49\|62860;2026-06-29\|222.08\|-8.37\|243.28\|256.80\|219.00\|84256;2026-06-30\|229.49\|3.34\|226.52\|233.00\|217.56\|48628;2026-07-01\|222.60\|-3.00\|226.49\|228.50\|209.20\|85573;2026-07-02\|202.01\|-9.25\|210.00\|215.80\|198.99\|59662;2026-07-03\|190.50\|-5.70\|199.20\|200.00\|188.28\|70282;2026-07-06\|177.00\|-7.09\|192.01\|194.20\|175.02\|54761;2026-07-07\|168.80\|-4.63\|176.01\|178.88\|165.00\|42273;2026-07-08\|174.45\|3.35\|172.18\|178.42\|162.69\|63772;2026-07-09\|178.76\|2.47\|176.48\|179.28\|161.48\|60038;2026-07-10\|169.55\|-5.15\|179.48\|179.99\|169.15\|49836;2026-07-13\|164.01\|-3.27\|168.00\|171.00\|158.75\|52887;2026-07-14\|175.84\|7.21\|166.41\|175.88\|162.88\|46578;2026-07-15\|164.40\|-6.51\|178.94\|180.58\|162.98\|40868;2026-07-16\|155.02\|-5.71\|162.59\|166.00\|154.00\|35466;2026-07-17\|137.99\|-10.99\|153.62\|155.67\|135.70\|55150;2026-07-20\|126.60\|-8.25\|144.85\|145.98\|123.18\|63242;2026-07-21\|143.45\|13.31\|128.88\|143.64\|114.00\|84266;2026-07-22\|135.86\|-5.29\|145.45\|146.68\|134.87\|48786;2026-07-23\|142.00\|4.52\|138.04\|150.68\|134.60\|51092;2026-07-24\|134.73\|-5.12\|137.62\|140.97\|132.30\|32178;2026-07-27\|142.00\|5.40\|136.27\|142.00\|131.51\|35500;2026-07-28\|128.55\|-9.47\|139.03\|141.48\|126.84\|39443;2026-07-29\|132.17\|2.82\|130.86\|133.50\|124.06\|43903;2026-07-30\|118.63\|-10.24\|132.16\|133.41\|116.00\|45770;2026-07-31\|124.15\|4.65\|129.54\|133.78\|124.08\|43673;2026-08-03\|118.93\|-4.20\|124.77\|126.00\|117.70\|33045;2026-08-04\|128.06\|7.68\|120.00\|129.36\|118.94\|38670;2026-08-05\|138.70\|8.31\|126.67\|140.83\|126.00\|49974;2026-08-06\|142.08\|2.44\|137.92\|146.65\|135.00\|48352;2026-08-07\|147.92\|4.11\|142.74\|150.97\|140.25\|53547;2026-08-10\|147.67\|-0.17\|149.01\|149.63\|142.60\|29779;2026-08-11\|152.09\|2.99\|147.66\|159.04\|145.35\|43993;2026-08-12\|152.95\|0.57\|150.09\|154.59\|150.09\|26014;2026-08-13\|155.00\|1.34\|154.41\|164.36\|154.00\|36281;2026-08-14\|166.80\|7.61\|155.54\|167.00\|155.54\|39689;2026-08-17\|166.88\|0.05\|167.34\|168.00\|162.00\|32213;2026-08-18\|171.69\|2.88\|166.87\|173.00\|165.50\|31170;2026-08-19\|151.47\|-11.78\|167.00\|167.00\|150.00\|44402;2026-08-20\|157.26\|3.82\|155.01\|162.75\|153.81\|31825;2026-08-21\|159.32\|1.31\|156.87\|160.87\|155.03\|18727;2026-08-24\|156.52\|-1.76\|160.08\|162.60\|150.05\|32631;2026-08-25\|152.26\|-2.72\|153.91\|155.23\|147.87\|28430;2026-08-26\|151.00\|-0.83\|153.80\|155.01\|148.50\|19161;2026-08-27\|161.35\|6.85\|152.83\|166.98\|152.00\|40118;2026-08-28\|159.43\|-1.19\|161.35\|168.00\|159.34\|30913;2026-08-31\|165.30\|3.68\|154.95\|166.79\|154.95\|26931;2026-09-01\|160.95\|-2.63\|165.65\|165.65\|159.45\|21357;2026-09-02\|160.37\|-0.36\|159.00\|161.48\|156.07\|14778;2026-09-03\|164.00\|2.26\|164.00\|166.37\|160.87\|30341;2026-09-04\|154.20\|-5.98\|166.01\|167.07\|151.88\|37759;2026-09-07\|173.50\|12.52\|160.00\|174.47\|158.48\|62473;2026-09-08\|172.45\|-0.61\|172.80\|178.55\|171.00\|34835;2026-09-09\|176.30\|2.23\|173.20\|179.88\|173.20\|32318;2026-09-10\|169.49\|-3.86\|175.88\|176.99\|169.26\|23983;2026-09-11\|168.69\|-0.47\|165.62\|171.00\|159.60\|27968;2026-09-14\|177.81\|5.41\|165.88\|177.88\|162.58\|41824;2026-09-15\|175.20\|-1.47\|176.61\|178.50\|170.30\|32878
113457	长鑫存储过会	涨停揭秘：长鑫存储过会催化国产芯片设备链情绪，恒运昌作为半导体核心零部件供应商受益明显；涨停缘由：2025年研发投入增45.01%，Cedar系列射频电源完成验证，上游元器件全国产化方案已确定，公司明确将通过并购增强等离子体工艺核心零部件供应能力；资金逻辑：6月9日融资买入3315万元，融资余额1.46亿元，两融资金连续三日净流入，叠加每股派息0.8元（股权登记日6月17日）强化短期资金关注度；风险提示：2026年一季度净利润同比下滑，主因行业周期波动、政府补助减少及资产减值计提，当前动态市盈率高达193倍，估值承压	2026-01上市	2026-05-12\|412.00\|9.87\|375.00\|425.49\|375.00\|19445;2026-05-13\|430.72\|4.54\|390.90\|444.00\|390.00\|14896;2026-05-14\|424.86\|-1.36\|430.71\|450.80\|415.03\|11440;2026-05-15\|446.05\|4.99\|421.01\|467.29\|417.69\|15643;2026-05-18\|449.00\|0.66\|450.00\|485.00\|421.12\|15330;2026-05-19\|448.05\|-0.21\|429.81\|458.00\|426.00\|12638;2026-05-20\|490.50\|9.47\|443.18\|494.04\|443.18\|13812;2026-05-21\|433.00\|-11.72\|505.00\|508.99\|423.10\|15973;2026-05-22\|425.12\|-1.82\|434.00\|439.99\|412.00\|11548;2026-05-25\|419.08\|-1.42\|426.12\|433.00\|402.04\|11380;2026-05-26\|400.00\|-4.55\|424.99\|425.00\|391.40\|12860;2026-05-27\|380.30\|-4.92\|401.01\|405.00\|375.11\|10478;2026-05-28\|380.15\|-0.04\|379.00\|383.43\|370.04\|6351;2026-05-29\|349.90\|-7.96\|381.00\|382.54\|347.00\|10484;2026-06-01\|333.00\|-4.83\|350.00\|354.98\|331.00\|9591;2026-06-02\|331.75\|-0.38\|335.00\|338.96\|322.10\|6327;2026-06-03\|336.69\|1.49\|332.96\|347.00\|328.06\|8767;2026-06-04\|337.12\|0.13\|328.97\|343.88\|323.00\|8674;2026-06-05\|347.28\|3.01\|330.97\|361.76\|326.21\|12037;2026-06-08\|322.59\|-7.11\|327.31\|335.44\|317.19\|9907;2026-06-09\|370.97\|15.00\|328.88\|382.00\|326.66\|16418;2026-06-10\|365.40\|-1.50\|363.13\|381.96\|356.20\|9962;2026-06-11\|372.58\|1.97\|361.00\|392.51\|361.00\|13852;2026-06-12\|378.47\|1.58\|381.00\|405.98\|376.14\|16415;2026-06-15\|371.53\|-1.83\|380.00\|387.70\|360.88\|10554;2026-06-16\|388.85\|4.66\|371.50\|392.00\|363.38\|9297;2026-06-17\|383.00\|-1.50\|383.00\|393.80\|367.13\|13903;2026-06-18\|405.00\|5.97\|380.00\|416.88\|375.90\|12773;2026-06-22\|408.20\|0.79\|403.40\|418.27\|387.30\|10444;2026-06-23\|421.88\|3.35\|400.21\|436.50\|390.38\|12998;2026-06-24\|453.85\|7.58\|410.96\|454.99\|410.88\|12913;2026-06-25\|436.00\|-3.93\|455.00\|462.98\|431.29\|11392;2026-06-26\|449.98\|3.21\|436.13\|459.00\|415.00\|10465;2026-06-29\|474.99\|5.56\|448.93\|475.88\|420.24\|11597;2026-06-30\|484.03\|1.90\|472.00\|498.74\|460.05\|9928;2026-07-01\|432.00\|-10.75\|478.00\|482.52\|408.00\|16754;2026-07-02\|387.50\|-10.30\|400.19\|415.99\|383.21\|11804;2026-07-03\|376.15\|-2.93\|392.87\|393.12\|370.00\|7234;2026-07-06\|371.00\|-1.37\|380.00\|382.00\|348.00\|9713;2026-07-07\|382.10\|2.99\|363.00\|391.48\|360.00\|9296;2026-07-08\|385.77\|0.96\|382.10\|403.19\|370.33\|6414;2026-07-09\|424.00\|9.91\|388.13\|431.00\|388.13\|8887;2026-07-10\|398.97\|-5.90\|424.00\|429.00\|388.00\|9318;2026-07-13\|353.00\|-11.52\|389.98\|397.15\|350.00\|6684;2026-07-14\|366.88\|3.93\|354.98\|368.99\|345.00\|6406;2026-07-15\|343.98\|-6.24\|367.00\|375.00\|343.00\|6961;2026-07-16\|332.00\|-3.48\|337.96\|347.87\|325.88\|5603;2026-07-17\|295.00\|-11.14\|323.68\|326.85\|295.00\|5865;2026-07-20\|275.97\|-6.45\|299.49\|307.00\|267.00\|7192;2026-07-21\|302.19\|9.50\|279.97\|304.97\|260.17\|9104;2026-07-22\|295.88\|-2.09\|290.69\|311.33\|290.17\|7712;2026-07-23\|286.00\|-3.34\|295.51\|302.88\|285.26\|4869;2026-07-24\|295.29\|3.25\|280.13\|306.38\|280.13\|5479;2026-07-27\|301.46\|2.09\|293.80\|303.00\|285.88\|4328;2026-07-28\|262.41\|-12.95\|290.00\|297.65\|252.08\|14802;2026-07-29\|251.88\|-4.01\|258.00\|258.50\|236.00\|9191;2026-07-30\|229.70\|-8.81\|246.00\|253.98\|228.98\|8045;2026-07-31\|238.80\|3.96\|246.00\|256.20\|238.01\|7228;2026-08-03\|224.00\|-6.20\|238.00\|238.99\|222.22\|9623;2026-08-04\|236.70\|5.67\|226.00\|237.80\|220.37\|6458;2026-08-05\|254.00\|7.31\|238.00\|257.68\|237.00\|9605;2026-08-06\|261.80\|3.07\|248.30\|265.86\|247.00\|8385;2026-08-07\|273.56\|4.49\|263.84\|273.84\|257.00\|8590;2026-08-10\|277.00\|1.26\|276.00\|280.98\|268.04\|7672;2026-08-11\|277.00\|0.00\|275.48\|283.43\|266.01\|6031;2026-08-12\|282.55\|2.00\|281.00\|288.00\|277.93\|6785;2026-08-13\|280.43\|-0.75\|287.48\|296.63\|279.00\|8230;2026-08-14\|287.50\|2.52\|284.78\|289.00\|280.30\|5785;2026-08-17\|296.88\|3.26\|289.99\|298.00\|286.18\|5376;2026-08-18\|294.23\|-0.89\|299.85\|299.85\|288.73\|6452;2026-08-19\|271.75\|-7.64\|284.44\|292.00\|270.16\|7830;2026-08-20\|270.50\|-0.46\|276.56\|280.00\|266.60\|5324;2026-08-21\|268.90\|-0.59\|270.00\|272.66\|262.43\|5386;2026-08-24\|273.50\|1.71\|268.88\|276.23\|263.02\|5815;2026-08-25\|268.95\|-1.66\|267.00\|272.60\|252.01\|4460;2026-08-26\|266.68\|-0.84\|269.44\|272.00\|260.00\|3735;2026-08-27\|275.11\|3.16\|269.65\|276.04\|262.07\|4576;2026-08-28\|263.00\|-4.40\|277.89\|277.89\|262.50\|5023;2026-08-31\|275.79\|4.86\|254.00\|275.99\|252.16\|6571;2026-09-01\|262.69\|-4.75\|273.32\|276.48\|262.00\|5244;2026-09-02\|277.10\|5.49\|261.00\|278.44\|255.21\|7323;2026-09-03\|283.60\|2.35\|281.59\|301.08\|280.02\|9543;2026-09-04\|280.88\|-0.96\|292.77\|297.77\|278.51\|9678;2026-09-07\|301.36\|7.29\|286.63\|305.99\|286.00\|10964;2026-09-08\|303.88\|0.84\|297.42\|305.00\|294.88\|6648;2026-09-09\|295.61\|-2.72\|300.49\|305.89\|289.11\|5625;2026-09-10\|297.76\|0.73\|292.00\|298.44\|286.00\|3332;2026-09-11\|283.05\|-4.94\|293.23\|293.52\|282.56\|3913;2026-09-14\|296.88\|4.89\|277.57\|297.88\|272.11\|4643;2026-09-15\|311.10\|4.79\|295.19\|316.00\|295.19\|6288
113456	长鑫存储过会	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|835425;2026-07-13\|49.10\|-13.25\|51.50\|55.41\|46.71\|656869;2026-07-14\|48.38\|-1.47\|49.00\|49.00\|41.11\|594041;2026-07-15\|41.46\|-14.30\|47.18\|47.37\|41.46\|455586;2026-07-16\|36.96\|-10.85\|39.65\|41.37\|36.60\|470869;2026-07-17\|38.88\|5.19\|36.50\|40.99\|34.10\|620113;2026-07-20\|42.27\|8.72\|40.00\|44.44\|38.91\|636224;2026-07-21\|46.51\|10.03\|40.30\|47.16\|33.82\|766787;2026-07-22\|43.31\|-6.88\|43.33\|46.32\|43.00\|599964;2026-07-23\|40.85\|-5.68\|43.33\|44.35\|39.30\|457884;2026-07-24\|36.82\|-9.87\|40.00\|40.98\|36.80\|543961;2026-07-27\|39.99\|8.61\|35.00\|40.93\|35.00\|589780;2026-07-28\|39.99\|0.00\|38.59\|42.42\|38.50\|619672;2026-07-29\|36.07\|-9.80\|39.02\|39.66\|34.30\|645512;2026-07-30\|28.88\|-19.93\|35.66\|36.30\|28.86\|709429;2026-07-31\|29.18\|1.04\|32.00\|32.80\|29.01\|660506;2026-08-03\|26.68\|-8.57\|28.59\|29.04\|26.05\|567736;2026-08-04\|28.03\|5.06\|26.91\|28.51\|26.16\|499446;2026-08-05\|32.97\|17.62\|27.95\|33.64\|27.73\|839486;2026-08-06\|37.85\|14.80\|31.35\|38.70\|31.35\|943549;2026-08-07\|38.93\|2.85\|37.86\|39.50\|37.11\|861449;2026-08-10\|41.74\|7.22\|39.18\|42.95\|38.75\|792712;2026-08-11\|40.20\|-3.69\|40.32\|43.23\|39.50\|773282;2026-08-12\|40.70\|1.24\|40.54\|41.27\|39.50\|564921;2026-08-13\|39.37\|-3.27\|41.79\|43.00\|39.03\|671411;2026-08-14\|41.00\|4.14\|40.50\|41.87\|39.68\|635777;2026-08-17\|43.62\|6.39\|41.06\|45.00\|40.23\|759753;2026-08-18\|49.48\|13.43\|43.62\|49.90\|43.62\|893592;2026-08-19\|48.03\|-2.93\|46.00\|50.91\|45.55\|919185;2026-08-20\|44.98\|-6.35\|49.10\|49.18\|43.00\|713697;2026-08-21\|44.20\|-1.73\|44.98\|45.75\|43.37\|485077;2026-08-24\|48.29\|9.25\|44.00\|48.50\|42.35\|682216;2026-08-25\|45.22\|-6.36\|46.07\|46.93\|43.92\|552525;2026-08-26\|41.91\|-7.32\|45.00\|45.40\|41.81\|536679;2026-08-27\|45.99\|9.74\|41.99\|47.98\|41.93\|669748;2026-08-28\|45.22\|-1.67\|45.33\|46.68\|43.88\|645596;2026-09-14\|46.15\|2.06\|43.00\|52.87\|37.66\|790622;2026-09-15\|45.05\|-2.38\|45.19\|47.60\|42.83\|578797
113455	长鑫存储过会	涨停揭秘：华为发布半导体韬定律并预告麒麟芯片性能跃升，带动国产光刻胶需求预期升温；涨停缘由：公司半导体光刻胶已批量供货，直接受益于先进制程加速推进及国产替代加速落地；资金逻辑：主力资金5月25日大幅净流入，板块内领涨标的，量价齐升显示资金抢筹意愿强烈；风险提示：半导体光刻胶业务占比仍较低，技术壁垒高、客户认证周期长，短期业绩弹性有限	公司的干膜光刻胶、显示用光刻胶、半导体光刻胶等产品已经面向市场实现了批量销售	2026-05-12\|39.73\|2.48\|39.00\|39.94\|38.70\|206691;2026-05-13\|40.93\|3.02\|38.94\|40.98\|38.55\|227424;2026-05-14\|41.31\|0.93\|40.66\|42.50\|39.78\|306092;2026-05-15\|42.55\|3.00\|40.90\|43.99\|40.80\|393019;2026-05-18\|45.37\|6.63\|42.55\|47.30\|41.48\|514365;2026-05-19\|45.99\|1.37\|44.15\|47.00\|43.82\|392916;2026-05-20\|44.88\|-2.41\|45.52\|45.89\|43.88\|300927;2026-05-21\|42.46\|-5.39\|45.15\|45.68\|42.00\|358787;2026-05-22\|45.78\|7.82\|42.86\|46.70\|42.60\|438155;2026-05-25\|52.20\|14.02\|50.24\|54.94\|47.88\|778164;2026-05-26\|48.24\|-7.59\|50.00\|50.88\|46.66\|620984;2026-05-27\|45.35\|-5.99\|48.25\|48.26\|45.00\|412915;2026-05-28\|47.40\|4.52\|44.62\|47.97\|44.50\|399956;2026-05-29\|43.53\|-8.16\|47.00\|48.24\|42.96\|371535;2026-06-01\|42.52\|-2.32\|43.36\|45.17\|42.50\|217807;2026-06-02\|42.08\|-1.03\|42.52\|44.04\|41.94\|205495;2026-06-03\|41.06\|-2.42\|41.20\|42.90\|40.50\|253999;2026-06-04\|41.40\|0.83\|40.27\|42.08\|40.10\|171390;2026-06-05\|41.77\|0.89\|40.80\|44.26\|38.88\|350016;2026-06-08\|39.84\|-4.62\|39.31\|41.39\|39.31\|178102;2026-06-09\|46.19\|15.94\|40.64\|46.75\|39.51\|470981;2026-06-10\|43.63\|4.05\|42.40\|44.21\|41.78\|499672;2026-06-11\|45.20\|3.60\|43.00\|46.99\|42.85\|562432;2026-06-12\|45.20\|0.00\|47.45\|49.29\|45.03\|577086;2026-06-15\|48.94\|8.27\|48.24\|49.62\|45.77\|391455;2026-06-16\|49.88\|1.92\|49.00\|51.70\|48.80\|343594;2026-06-17\|51.22\|2.69\|48.80\|52.33\|48.18\|298892;2026-06-18\|49.77\|-2.83\|50.64\|51.22\|48.98\|253288;2026-06-22\|53.92\|8.34\|52.80\|54.90\|50.10\|415429;2026-06-23\|51.22\|-5.01\|55.00\|55.00\|50.60\|316134;2026-06-24\|52.79\|3.07\|50.71\|53.57\|49.84\|292413;2026-06-25\|51.11\|-3.18\|53.00\|53.50\|50.00\|289272;2026-06-26\|51.16\|0.10\|50.30\|54.00\|50.16\|373695;2026-06-29\|50.06\|-2.15\|51.19\|55.83\|48.69\|447776;2026-06-30\|51.22\|2.32\|50.06\|51.42\|48.30\|323909;2026-07-01\|51.05\|-0.33\|51.28\|53.46\|50.38\|317219;2026-07-02\|50.15\|-1.76\|49.33\|52.65\|46.80\|321101;2026-07-03\|45.86\|-8.55\|49.10\|49.79\|45.86\|271864;2026-07-06\|43.69\|-4.73\|46.61\|46.85\|43.07\|248635;2026-07-07\|42.70\|-2.27\|43.47\|43.88\|42.00\|149616;2026-07-08\|40.69\|-4.71\|42.55\|43.05\|39.81\|169116;2026-07-09\|42.85\|5.31\|41.46\|43.00\|39.92\|202917;2026-07-10\|39.81\|-7.09\|42.86\|44.35\|39.80\|260528;2026-07-13\|36.24\|-8.97\|39.68\|40.26\|36.09\|216381;2026-07-14\|35.99\|-0.69\|36.88\|37.04\|34.00\|198798;2026-07-15\|33.82\|-6.03\|36.20\|37.25\|33.72\|177668;2026-07-16\|31.72\|-6.21\|33.66\|33.74\|31.47\|186802;2026-07-17\|29.12\|-8.20\|31.75\|31.86\|29.00\|219519;2026-07-20\|25.87\|-11.16\|29.72\|29.86\|25.08\|307208;2026-07-21\|28.22\|9.08\|26.13\|28.30\|24.23\|365021;2026-07-22\|27.89\|-1.17\|28.03\|29.12\|27.61\|282757;2026-07-23\|27.60\|-1.04\|28.04\|28.46\|27.37\|176711;2026-07-24\|26.83\|-2.79\|27.00\|27.90\|26.80\|173513;2026-07-27\|27.56\|2.72\|26.73\|27.60\|26.20\|184532;2026-07-28\|26.45\|-4.03\|28.71\|29.10\|26.20\|408356;2026-07-29\|25.71\|-2.80\|26.20\|26.33\|24.60\|320008;2026-07-30\|24.13\|-6.15\|25.46\|25.51\|23.91\|226820;2026-07-31\|25.07\|3.90\|25.60\|26.45\|25.05\|257625;2026-08-03\|24.95\|-0.48\|24.80\|25.13\|24.53\|146129;2026-08-04\|26.45\|6.01\|25.12\|26.59\|24.95\|206263;2026-08-05\|28.05\|6.05\|26.19\|28.26\|26.10\|256053;2026-08-06\|29.71\|5.92\|27.55\|29.90\|27.39\|330065;2026-08-07\|31.99\|7.67\|29.58\|33.00\|28.68\|542694;2026-08-10\|32.74\|2.34\|34.06\|34.50\|31.84\|393860;2026-08-11\|32.90\|0.49\|32.25\|33.88\|31.31\|391766;2026-08-12\|32.21\|-2.10\|32.85\|33.26\|32.00\|281495;2026-08-13\|31.23\|-3.04\|32.65\|33.10\|31.22\|255137;2026-08-14\|32.11\|2.82\|31.49\|32.19\|31.20\|179226;2026-08-17\|33.13\|3.18\|31.90\|33.26\|31.82\|203701;2026-08-18\|33.80\|2.02\|32.80\|34.79\|32.71\|308318;2026-08-19\|31.28\|-7.46\|32.50\|33.74\|31.02\|258813;2026-08-20\|30.82\|-1.47\|31.56\|31.78\|30.55\|145559;2026-08-21\|30.61\|-0.68\|30.55\|31.31\|30.10\|116841;2026-08-24\|29.89\|-2.35\|30.31\|30.47\|29.05\|139827;2026-08-25\|29.62\|-0.90\|29.44\|29.98\|28.41\|127169;2026-08-26\|28.74\|-2.97\|29.74\|29.77\|28.33\|139504;2026-08-27\|30.55\|6.30\|28.74\|30.74\|28.74\|171238;2026-08-28\|29.86\|-2.26\|30.39\|31.00\|29.76\|114574;2026-08-31\|30.15\|0.97\|29.20\|30.22\|29.14\|86988;2026-09-01\|29.16\|-3.28\|30.09\|30.10\|28.81\|115074;2026-09-02\|28.70\|-1.58\|28.76\|29.01\|28.47\|89702;2026-09-03\|28.43\|-0.94\|28.95\|29.07\|28.15\|78028;2026-09-04\|27.53\|-3.17\|28.73\|29.04\|27.28\|117509;2026-09-07\|28.32\|2.87\|27.83\|28.59\|27.67\|99588;2026-09-08\|28.04\|-0.99\|28.30\|28.70\|27.94\|84858;2026-09-09\|28.00\|-0.14\|28.19\|28.98\|27.90\|106862;2026-09-10\|27.51\|-1.75\|27.77\|28.08\|27.50\|76825;2026-09-11\|26.84\|-2.44\|27.15\|27.28\|26.03\|107106;2026-09-14\|27.66\|3.06\|26.58\|27.74\|26.30\|94593;2026-09-15\|28.20\|1.95\|27.32\|28.42\|27.31\|111253
113454	长鑫存储过会	半导体材料+存储芯片靶材+收购凯德石英+一季报增长行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月16日年报，超高纯钨靶是存储芯片的金属骨架，AI与HBM技术重塑存储芯片市场导致其需求激增，全球仅公司及头部跨国企业掌握核心技术，公司产品已在多家国际知名存储芯片制造商批量应用。 2、公司主要专注于超高纯金属溅射靶材和半导体精密零部件的研发、生产和销售。据2026年4月29日公告，公司2026年一季度实现营收13.06亿元，同比增长30.49%；归母净利润2.10亿元，同比增长33.42%。 3、据2026年6月10日公告，公司第四届董事会第三十六次会议审议通过全资子公司购买设备等议案，保障业务拓展与产能扩充；据2026年5月28日公告，公司拟入主北京凯德石英的控制权收购事项已获北交所合规性确认，产业链整合取得关键进展。	公司拟收购凯德石英控制权，标的专注于石英仪器、石英管道、石英舟等石英玻璃制品的研发、生产和销售	2026-05-12\|181.77\|-1.75\|183.00\|183.28\|177.77\|121006;2026-05-13\|186.25\|2.46\|177.04\|187.27\|174.09\|139601;2026-05-14\|180.00\|-3.36\|187.00\|195.00\|180.00\|146179;2026-05-15\|189.86\|5.48\|181.67\|197.99\|181.11\|205757;2026-05-18\|201.26\|6.00\|189.92\|202.50\|186.28\|188945;2026-05-19\|213.93\|6.30\|199.00\|216.49\|196.00\|198009;2026-05-20\|213.68\|-0.12\|209.88\|218.00\|205.24\|157565;2026-05-21\|191.02\|-10.60\|216.50\|222.22\|188.90\|234997;2026-05-22\|196.60\|3.13\|192.99\|201.87\|184.00\|172282;2026-05-25\|207.99\|5.79\|197.90\|209.38\|189.68\|170883;2026-05-26\|197.09\|-5.24\|205.63\|205.63\|188.25\|185035;2026-05-27\|183.40\|-6.95\|195.00\|197.99\|182.24\|164118;2026-05-28\|203.05\|10.71\|182.18\|204.97\|181.67\|252079;2026-05-29\|190.20\|-6.33\|204.00\|204.14\|187.74\|182067;2026-06-01\|188.06\|-1.13\|189.25\|198.60\|186.55\|135236;2026-06-02\|209.22\|11.25\|188.60\|215.88\|188.60\|258816;2026-06-03\|208.00\|-0.58\|209.16\|214.44\|204.27\|181713;2026-06-04\|210.53\|1.22\|205.00\|213.46\|205.00\|133711;2026-06-05\|201.19\|-4.44\|205.55\|215.96\|198.20\|150400;2026-06-08\|193.57\|-3.79\|195.00\|205.80\|191.00\|139820;2026-06-09\|224.88\|16.18\|199.00\|226.50\|195.22\|232551;2026-06-10\|243.67\|8.36\|224.85\|249.88\|220.00\|278644;2026-06-11\|292.40\|20.00\|255.13\|292.40\|255.13\|216001;2026-06-12\|274.08\|-6.27\|337.21\|338.88\|271.93\|480243;2026-06-15\|293.60\|7.12\|284.00\|298.00\|265.60\|331236;2026-06-16\|299.61\|2.05\|293.00\|308.80\|288.18\|330669;2026-06-17\|301.57\|0.65\|288.00\|304.40\|285.01\|314456;2026-06-18\|311.20\|3.19\|301.58\|325.68\|300.60\|256254;2026-06-22\|308.75\|-0.79\|323.00\|326.53\|299.19\|285323;2026-06-23\|292.83\|-5.16\|300.10\|308.53\|289.00\|225253;2026-06-24\|304.04\|3.83\|291.72\|308.62\|285.00\|207835;2026-06-25\|330.00\|8.54\|314.00\|337.70\|304.10\|255854;2026-06-26\|354.78\|7.51\|326.70\|366.65\|324.48\|272493;2026-06-29\|382.48\|7.81\|369.10\|388.99\|339.02\|302758;2026-06-30\|368.60\|-3.63\|372.00\|374.97\|345.80\|258560;2026-07-01\|394.33\|6.98\|369.00\|418.99\|369.00\|253968;2026-07-02\|342.47\|-13.15\|370.11\|375.00\|340.51\|246566;2026-07-03\|332.19\|-3.00\|348.40\|351.00\|320.88\|207957;2026-07-06\|326.86\|-1.60\|338.83\|342.79\|311.00\|173301;2026-07-07\|329.00\|0.65\|326.00\|336.99\|316.24\|138047;2026-07-08\|333.86\|1.48\|329.12\|347.60\|307.00\|191190;2026-07-09\|364.48\|9.17\|339.46\|366.88\|328.55\|239265;2026-07-10\|340.44\|-6.60\|369.00\|385.00\|340.44\|223970;2026-07-13\|318.34\|-6.49\|332.08\|346.80\|315.19\|176925;2026-07-14\|311.39\|-2.18\|324.00\|324.99\|291.18\|220497;2026-07-15\|282.14\|-9.39\|316.00\|316.98\|280.00\|195205;2026-07-16\|240.00\|-14.94\|253.75\|264.48\|233.42\|334662;2026-07-17\|218.04\|-9.15\|239.67\|241.41\|216.50\|250548;2026-07-20\|199.00\|-8.73\|225.00\|229.00\|190.10\|234145;2026-07-21\|236.76\|18.97\|205.02\|237.78\|183.83\|294493;2026-07-22\|235.08\|-0.71\|236.00\|248.93\|231.00\|264713;2026-07-23\|227.79\|-3.10\|239.79\|240.99\|223.39\|161123;2026-07-24\|229.47\|0.74\|226.93\|236.58\|217.80\|168133;2026-07-27\|240.85\|4.96\|229.47\|241.50\|219.01\|200694;2026-07-28\|223.02\|-7.40\|234.14\|240.44\|220.50\|174928;2026-07-29\|219.66\|-1.51\|223.38\|225.88\|205.88\|188230;2026-07-30\|197.06\|-10.29\|217.11\|220.88\|193.20\|184704;2026-07-31\|203.42\|3.23\|220.80\|223.23\|203.22\|190917;2026-08-03\|185.01\|-9.05\|202.47\|203.10\|184.20\|172055;2026-08-04\|200.08\|8.15\|188.02\|202.68\|185.25\|170874;2026-08-05\|222.40\|11.16\|200.00\|229.33\|198.51\|231075;2026-08-06\|238.62\|7.29\|215.00\|240.00\|215.00\|241554;2026-08-07\|252.54\|5.83\|245.94\|255.25\|240.00\|222800;2026-08-10\|261.68\|3.62\|253.00\|264.00\|251.00\|224289;2026-08-11\|253.99\|-2.94\|256.00\|261.00\|250.01\|161305;2026-08-12\|264.05\|3.96\|257.88\|268.74\|257.80\|153179;2026-08-13\|251.02\|-4.93\|268.89\|269.84\|250.88\|178360;2026-08-14\|255.90\|1.94\|256.07\|257.50\|248.80\|119774;2026-08-17\|269.82\|5.44\|256.80\|272.90\|256.80\|154603;2026-08-18\|278.28\|3.14\|270.15\|279.78\|268.00\|174228;2026-08-19\|252.57\|-9.24\|264.68\|272.00\|249.00\|195427;2026-08-20\|249.05\|-1.39\|258.51\|259.98\|245.96\|142286;2026-08-21\|246.70\|-0.94\|247.00\|253.36\|243.56\|103471;2026-08-24\|250.40\|1.50\|248.11\|255.88\|240.60\|182760;2026-08-25\|235.50\|-5.95\|233.01\|238.98\|224.00\|195787;2026-08-26\|235.86\|0.15\|234.00\|242.00\|231.00\|119063;2026-08-27\|248.18\|5.22\|240.58\|248.69\|234.00\|134063;2026-08-28\|239.82\|-3.37\|247.10\|249.27\|239.27\|112258;2026-08-31\|244.08\|1.78\|237.00\|245.90\|232.51\|121830;2026-09-01\|228.82\|-6.25\|243.00\|243.60\|228.40\|115205;2026-09-02\|225.44\|-1.48\|223.66\|228.30\|221.00\|77663;2026-09-03\|227.50\|0.91\|229.00\|230.05\|223.77\|64301;2026-09-04\|220.18\|-3.22\|229.88\|231.42\|217.58\|85771;2026-09-07\|239.25\|8.66\|224.10\|240.60\|222.39\|136876;2026-09-08\|234.70\|-1.90\|239.50\|242.50\|233.60\|85237;2026-09-09\|231.01\|-1.57\|237.01\|240.57\|229.04\|76287;2026-09-10\|233.70\|1.16\|228.88\|238.00\|228.00\|75149;2026-09-11\|230.46\|-1.39\|230.00\|232.00\|220.20\|85864;2026-09-14\|237.10\|2.88\|225.00\|239.35\|222.22\|95841;2026-09-15\|244.71\|3.21\|234.83\|248.71\|234.00\|143497
113453	长鑫存储过会	半导体硅片+供货晶圆厂+12英寸扩产行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月4日年报，公司12英寸外延片产能已扩至48万片/年，郑州二期2026年底将再增6万片/月，届时总产能达10万片/月，订单饱满。 2、据2026年4月4日年报，公司具备从晶体成长到外延生长的一体化制造能力，向台积电、华虹宏力等全球前十大晶圆代工厂中的7家供货，12英寸产品毛利率处于行业前列。 3、据2025年12月26日投资者关系记录，公司12英寸CIS外延片已锁定国内目标客户并完成送样，应用于5000万像素手机及车规级CIS，已实现小批量生产。	公司主要产品为半导体硅外延片，主要用于制备功率器件和模拟芯片等	2026-05-12\|27.72\|-0.43\|28.10\|29.27\|26.77\|210199;2026-05-13\|27.26\|-1.66\|26.82\|27.60\|26.67\|182047;2026-05-14\|26.26\|-3.67\|27.04\|27.20\|26.20\|161438;2026-05-15\|25.75\|-1.94\|26.30\|26.93\|25.40\|142872;2026-05-18\|25.19\|-2.17\|25.75\|26.66\|24.90\|200101;2026-05-19\|26.80\|6.39\|25.00\|26.94\|23.88\|256122;2026-05-20\|32.16\|20.00\|27.16\|32.16\|26.94\|399100;2026-05-21\|26.90\|-16.36\|30.87\|31.18\|26.81\|532147;2026-05-22\|26.65\|-0.93\|27.10\|27.17\|26.18\|307152;2026-05-25\|27.73\|4.05\|26.40\|28.19\|25.60\|317755;2026-05-26\|26.40\|-4.80\|27.33\|27.38\|25.76\|215236;2026-05-27\|26.84\|1.67\|26.43\|27.65\|25.86\|243117;2026-05-28\|28.38\|5.74\|26.10\|29.21\|25.87\|340981;2026-05-29\|25.90\|-8.74\|28.50\|28.90\|25.58\|266137;2026-06-01\|25.45\|-1.74\|26.29\|26.78\|24.80\|172599;2026-06-02\|24.40\|-4.13\|25.99\|25.99\|24.31\|162644;2026-06-03\|25.10\|2.87\|24.45\|26.09\|24.20\|186253;2026-06-04\|26.55\|5.78\|24.50\|27.37\|24.20\|208803;2026-06-05\|25.63\|-3.47\|26.07\|26.96\|24.83\|165725;2026-06-08\|24.70\|-3.63\|23.90\|26.27\|23.90\|146448;2026-06-09\|29.12\|17.89\|25.05\|29.30\|25.05\|311806;2026-06-10\|28.94\|-0.62\|28.00\|30.19\|27.97\|316650;2026-06-11\|28.68\|-0.90\|28.79\|29.50\|28.30\|210422;2026-06-12\|27.27\|-4.92\|29.87\|30.50\|26.82\|286961;2026-06-15\|28.96\|6.20\|27.82\|29.33\|26.32\|233844;2026-06-16\|29.57\|2.11\|28.79\|29.80\|28.51\|244995;2026-06-17\|30.42\|2.87\|28.67\|30.48\|28.60\|288944;2026-06-18\|29.87\|-1.81\|30.00\|30.93\|29.71\|254277;2026-06-22\|29.93\|0.20\|30.19\|30.47\|29.12\|231215;2026-06-23\|29.85\|-0.27\|29.30\|30.45\|28.40\|191959;2026-06-24\|29.88\|0.10\|29.41\|30.36\|28.50\|208506;2026-06-25\|29.21\|-2.24\|29.85\|30.39\|28.88\|223783;2026-06-26\|33.88\|15.99\|29.50\|34.80\|29.50\|421875;2026-06-29\|35.80\|5.67\|35.33\|36.32\|33.41\|436868;2026-06-30\|35.95\|0.42\|35.45\|37.00\|34.60\|329659;2026-07-01\|38.10\|5.98\|35.30\|40.28\|35.21\|369886;2026-07-02\|35.48\|-6.88\|36.33\|38.83\|34.38\|304480;2026-07-03\|31.95\|-9.95\|35.46\|35.65\|31.81\|314783;2026-07-06\|30.97\|-3.07\|32.59\|33.20\|29.62\|205667;2026-07-07\|35.71\|15.31\|30.50\|35.81\|30.38\|333683;2026-07-08\|33.56\|-6.02\|35.00\|37.51\|32.89\|246634;2026-07-09\|40.27\|19.99\|33.55\|40.27\|33.55\|283656;2026-07-10\|43.38\|7.72\|44.00\|48.32\|43.18\|551802;2026-07-13\|46.25\|6.62\|43.30\|49.86\|43.30\|421159;2026-07-14\|42.40\|-8.32\|43.94\|45.98\|38.99\|400328;2026-07-15\|39.38\|-7.12\|43.25\|44.44\|38.38\|265566;2026-07-16\|36.15\|-8.20\|38.59\|39.34\|35.67\|249936;2026-07-17\|32.34\|-10.54\|35.73\|37.70\|32.00\|299329;2026-07-20\|30.61\|-5.35\|33.62\|35.21\|29.36\|306781;2026-07-21\|33.04\|7.94\|31.00\|33.25\|26.70\|367994;2026-07-22\|30.83\|-6.69\|32.11\|33.77\|30.61\|288530;2026-07-23\|29.03\|-5.84\|30.90\|31.19\|28.56\|183684;2026-07-24\|29.09\|0.21\|28.32\|31.90\|28.00\|243385;2026-07-27\|29.71\|2.13\|28.26\|30.20\|27.22\|197090;2026-07-28\|27.64\|-6.97\|28.60\|30.27\|27.32\|185510;2026-07-29\|25.85\|-6.48\|27.40\|27.64\|24.62\|238612;2026-07-30\|23.42\|-9.40\|25.85\|25.94\|23.30\|197847;2026-07-31\|23.80\|1.62\|25.59\|25.98\|23.79\|202284;2026-08-03\|23.86\|0.25\|23.51\|24.68\|23.33\|216941;2026-08-04\|25.39\|6.41\|23.95\|25.53\|23.60\|202663;2026-08-05\|27.04\|6.50\|25.53\|27.75\|25.26\|230115;2026-08-06\|28.74\|6.29\|26.63\|29.06\|26.26\|252267;2026-08-07\|28.98\|0.84\|28.16\|29.24\|27.80\|234834;2026-08-10\|29.13\|0.52\|29.00\|29.39\|28.37\|190231;2026-08-11\|28.77\|-1.24\|29.08\|29.42\|28.11\|142565;2026-08-12\|29.25\|1.67\|28.76\|29.47\|28.63\|103809;2026-08-13\|28.27\|-3.02\|29.40\|29.76\|28.05\|122856;2026-08-14\|28.53\|0.92\|28.90\|28.90\|27.81\|99073;2026-08-17\|30.56\|7.12\|28.49\|30.59\|28.25\|157117;2026-08-18\|31.59\|3.37\|30.00\|33.21\|30.00\|285302;2026-08-19\|29.85\|-5.51\|30.80\|31.97\|29.62\|208689;2026-08-20\|29.63\|-0.74\|30.26\|30.63\|28.52\|156232;2026-08-21\|29.11\|-1.75\|29.70\|30.22\|28.89\|112958;2026-08-24\|29.79\|2.34\|29.60\|29.88\|28.08\|142192;2026-08-25\|28.94\|-2.85\|29.38\|29.38\|27.35\|138097;2026-08-26\|28.54\|-1.38\|28.81\|29.00\|27.88\|102235;2026-08-27\|29.83\|4.52\|28.80\|29.95\|28.15\|119432;2026-08-28\|28.85\|-3.29\|29.80\|29.97\|28.80\|103568;2026-08-31\|28.00\|-2.95\|27.48\|28.23\|26.34\|168473;2026-09-01\|27.14\|-3.07\|27.76\|28.10\|26.88\|98420;2026-09-02\|26.56\|-2.14\|26.75\|26.82\|25.93\|105737;2026-09-03\|26.35\|-0.79\|26.94\|27.03\|25.94\|57523;2026-09-04\|25.07\|-4.86\|26.62\|26.75\|24.85\|92095;2026-09-07\|25.81\|2.95\|25.72\|25.97\|24.96\|75652;2026-09-08\|25.45\|-1.39\|25.82\|26.19\|25.36\|62360;2026-09-09\|25.28\|-0.67\|25.69\|26.06\|25.14\|49568;2026-09-10\|24.92\|-1.42\|25.06\|25.37\|24.72\|41241;2026-09-11\|24.19\|-2.93\|23.90\|24.49\|23.43\|76177;2026-09-14\|24.65\|1.90\|23.94\|24.97\|23.50\|62281;2026-09-15\|24.78\|0.53\|24.46\|25.37\|24.26\|57286
113452	长鑫存储过会	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，电子级氢氟酸是公司的优势产品之一	2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|1309432;2026-07-13\|28.00\|-4.53\|29.34\|30.70\|27.81\|944802;2026-07-14\|29.39\|4.96\|28.10\|30.20\|27.05\|795294;2026-07-15\|26.51\|-9.80\|30.10\|30.12\|26.47\|791689;2026-07-16\|24.61\|-7.17\|25.90\|26.68\|24.09\|725827;2026-07-17\|25.65\|4.23\|24.59\|28.50\|24.03\|1148322;2026-07-20\|21.28\|-17.04\|27.10\|27.80\|20.52\|1281731;2026-07-21\|23.85\|12.08\|21.88\|24.00\|18.50\|1339352;2026-07-22\|23.02\|-3.48\|23.00\|24.48\|22.80\|935670;2026-07-23\|22.70\|-1.39\|23.50\|24.24\|22.26\|656185;2026-07-24\|23.61\|4.01\|22.03\|24.90\|21.91\|1114340;2026-07-27\|25.27\|7.03\|22.88\|26.18\|22.58\|1138903;2026-07-28\|22.53\|-10.84\|24.89\|25.38\|22.30\|972287;2026-07-29\|21.87\|-2.93\|22.77\|22.80\|20.46\|936094;2026-07-30\|19.70\|-9.92\|21.57\|21.70\|19.13\|920524;2026-07-31\|19.53\|-0.86\|21.50\|22.27\|19.51\|982753;2026-08-03\|18.40\|-5.79\|19.39\|19.58\|18.35\|773620;2026-08-04\|19.34\|5.11\|18.55\|19.56\|18.05\|732433;2026-08-05\|23.21\|20.01\|19.19\|23.21\|19.13\|1021773;2026-08-06\|27.85\|19.99\|22.87\|27.85\|22.75\|1897527;2026-08-07\|28.77\|3.30\|28.18\|29.66\|27.12\|1607239;2026-08-10\|29.17\|1.39\|28.41\|29.27\|27.50\|1281814;2026-08-11\|28.19\|-3.36\|28.29\|29.45\|27.46\|1003690;2026-08-12\|28.82\|2.23\|28.60\|29.10\|27.38\|1001566;2026-08-13\|27.40\|-4.93\|29.20\|29.83\|27.30\|1102026;2026-08-14\|29.50\|7.66\|28.00\|30.45\|27.58\|1325995;2026-08-17\|30.34\|2.85\|29.38\|30.38\|28.72\|1290280;2026-08-18\|29.29\|-3.46\|30.00\|30.76\|28.46\|1053019;2026-08-19\|27.19\|-7.17\|27.10\|28.84\|26.52\|949044;2026-08-20\|26.20\|-3.64\|27.43\|27.50\|25.77\|693902;2026-08-21\|27.20\|3.82\|26.00\|28.99\|25.77\|939540;2026-08-24\|25.23\|-7.24\|27.20\|27.50\|24.39\|788189;2026-08-25\|24.56\|-2.66\|24.28\|24.90\|23.61\|565085;2026-08-26\|24.30\|-1.06\|24.68\|24.89\|23.80\|448691;2026-08-27\|25.62\|5.43\|24.50\|25.73\|24.18\|702090;2026-08-28\|24.54\|-4.22\|25.60\|26.37\|24.50\|716914;2026-08-31\|24.59\|0.20\|23.69\|24.78\|23.50\|550435;2026-09-01\|23.32\|-5.16\|24.50\|24.67\|23.09\|553796;2026-09-02\|22.90\|-1.80\|22.76\|23.13\|22.65\|367994;2026-09-03\|22.70\|-0.87\|23.29\|23.30\|22.38\|383573;2026-09-04\|21.75\|-4.18\|22.93\|23.18\|21.55\|423225;2026-09-07\|22.28\|2.44\|22.02\|22.49\|21.85\|501209;2026-09-08\|21.90\|-1.71\|22.33\|23.67\|21.79\|655345;2026-09-09\|22.54\|2.92\|21.93\|23.75\|21.90\|844907;2026-09-10\|22.20\|-1.51\|22.01\|22.93\|21.80\|504456;2026-09-11\|22.08\|-0.54\|21.95\|22.28\|20.97\|499078;2026-09-14\|22.98\|4.08\|21.98\|23.50\|21.32\|699835;2026-09-15\|23.26\|1.22\|22.81\|23.99\|22.76\|771515
113451	长鑫存储过会	涨停揭秘：长鑫存储过会强化国产芯片主题热度，公司智能无线电基带处理芯片进入商业化推广阶段；涨停缘由：第一代智能无线电基带处理芯片已商用，新一代芯片正研发宽带自组网模组，适配军用通信与无人系统升级需求，具备军工电子国产替代刚性逻辑；资金逻辑：军工电子与芯片双概念共振，北向资金近期小幅增持，融资余额处于历史中位水平，资金偏好高弹性次新股；风险提示：军工业务订单执行周期长，新一代芯片研发进度及下游导入存在不确定性，2026年一季度业绩尚未披露	军工电子信息装备供应商；公司第一代智能无线电基带处理芯片已进入商业化推广阶段，新一代芯片已转入宽带自组网模组研发阶段	2026-05-12\|57.08\|-3.58\|59.05\|59.27\|56.80\|22640;2026-05-13\|58.21\|1.98\|57.40\|59.65\|55.75\|33437;2026-05-14\|55.59\|-4.50\|58.59\|58.59\|55.59\|22938;2026-05-15\|53.64\|-3.51\|55.56\|56.39\|53.03\|25438;2026-05-18\|54.81\|2.18\|53.10\|55.80\|52.68\|16928;2026-05-19\|56.73\|3.50\|55.12\|56.89\|54.09\|18664;2026-05-20\|54.17\|-4.51\|56.33\|56.70\|53.58\|23006;2026-05-21\|52.56\|-2.97\|54.68\|55.77\|52.40\|21576;2026-05-22\|53.00\|0.84\|52.58\|53.46\|51.90\|17773;2026-05-25\|50.08\|-5.51\|53.53\|53.78\|49.28\|35985;2026-05-26\|48.55\|-3.06\|50.07\|50.07\|46.91\|28515;2026-05-27\|46.72\|-3.77\|48.55\|49.05\|46.30\|20309;2026-05-28\|47.12\|0.86\|46.72\|47.30\|45.70\|15316;2026-05-29\|44.00\|-6.62\|47.05\|47.29\|43.85\|22013;2026-06-01\|44.36\|0.82\|44.08\|45.48\|43.87\|19558;2026-06-02\|43.89\|-1.06\|44.00\|44.92\|42.61\|15171;2026-06-03\|44.20\|0.71\|44.45\|44.76\|43.35\|17151;2026-06-04\|44.30\|0.23\|44.29\|45.12\|43.56\|16576;2026-06-05\|43.59\|-1.60\|44.43\|44.48\|43.41\|13541;2026-06-08\|42.30\|-2.96\|43.24\|43.67\|41.51\|23682;2026-06-09\|50.40\|19.15\|42.65\|50.68\|42.31\|40769;2026-06-10\|33.76\|-6.53\|35.57\|36.20\|33.20\|38245;2026-06-11\|32.92\|-2.49\|33.08\|34.48\|31.80\|36703;2026-06-12\|38.75\|17.71\|33.17\|39.38\|33.00\|76046;2026-06-15\|38.85\|0.26\|38.68\|39.69\|37.20\|46831;2026-06-16\|39.77\|2.37\|39.24\|40.88\|38.48\|46254;2026-06-17\|45.10\|13.40\|40.07\|45.47\|40.07\|99640;2026-06-18\|42.91\|-4.86\|44.68\|46.86\|42.19\|127329;2026-06-22\|43.55\|1.49\|42.99\|44.00\|42.30\|65819;2026-06-23\|43.06\|-1.13\|40.06\|43.91\|40.06\|63746;2026-06-24\|44.20\|2.65\|42.04\|44.43\|42.04\|55882;2026-06-25\|45.60\|3.17\|45.07\|46.00\|43.61\|51065;2026-06-26\|43.80\|-3.95\|45.20\|45.50\|42.90\|45732;2026-06-29\|41.60\|-5.02\|43.61\|44.87\|41.20\|48545;2026-06-30\|44.98\|8.12\|42.85\|46.83\|41.80\|83588;2026-07-01\|45.83\|1.89\|44.98\|46.58\|44.63\|49742;2026-07-02\|44.50\|-2.90\|44.98\|46.68\|44.30\|45346;2026-07-03\|44.26\|-0.54\|44.83\|46.36\|44.16\|41372;2026-07-06\|44.00\|-0.59\|44.29\|44.96\|42.02\|44691;2026-07-07\|42.35\|-3.75\|43.72\|44.56\|42.04\|31366;2026-07-08\|40.58\|-4.18\|42.48\|42.69\|40.20\|33280;2026-07-09\|42.40\|4.49\|40.79\|42.70\|40.11\|36693;2026-07-10\|41.90\|-1.18\|42.36\|44.17\|41.60\|46770;2026-07-13\|38.20\|-8.83\|41.55\|41.96\|38.01\|41300;2026-07-14\|37.82\|-0.99\|39.42\|39.42\|35.77\|38181;2026-07-15\|36.71\|-2.94\|37.75\|38.42\|36.32\|22903;2026-07-16\|35.46\|-3.41\|36.13\|36.88\|35.11\|22570;2026-07-17\|31.82\|-10.27\|34.85\|35.23\|31.00\|41951;2026-07-20\|29.49\|-7.32\|31.90\|33.00\|28.74\|39106;2026-07-21\|30.55\|3.59\|30.00\|31.08\|26.08\|74323;2026-07-22\|28.38\|-7.10\|30.50\|30.50\|27.80\|64772;2026-07-23\|28.29\|-0.32\|28.37\|28.84\|27.50\|36885;2026-07-24\|27.62\|-2.37\|28.20\|28.82\|27.46\|25833;2026-07-27\|28.96\|4.85\|27.33\|29.14\|27.33\|35907;2026-07-28\|27.50\|-5.04\|28.74\|29.68\|27.28\|33180;2026-07-29\|27.20\|-1.09\|27.39\|27.74\|26.50\|33969;2026-07-30\|26.18\|-3.75\|27.04\|27.74\|25.90\|34768;2026-07-31\|28.88\|10.31\|26.95\|31.21\|26.88\|70887;2026-08-03\|27.50\|-4.78\|28.19\|28.75\|26.85\|62591;2026-08-04\|29.53\|7.38\|27.60\|30.45\|27.28\|54215;2026-08-05\|31.17\|5.55\|29.74\|31.84\|29.26\|52203;2026-08-06\|30.60\|-1.83\|30.68\|31.24\|30.08\|35223;2026-08-07\|31.37\|2.52\|30.73\|31.72\|29.50\|41816;2026-08-10\|30.91\|-1.47\|31.40\|31.40\|30.35\|29266;2026-08-11\|30.53\|-1.23\|30.68\|31.49\|30.12\|26651;2026-08-12\|30.78\|0.82\|30.26\|31.15\|30.26\|18103;2026-08-13\|29.80\|-3.18\|30.98\|31.24\|29.80\|25389;2026-08-14\|30.11\|1.04\|29.86\|30.50\|29.35\|30042;2026-08-17\|31.20\|3.62\|30.09\|31.27\|29.87\|34617;2026-08-18\|30.90\|-0.96\|31.29\|31.29\|30.16\|25048;2026-08-19\|27.96\|-9.51\|30.45\|30.61\|27.85\|40673;2026-08-20\|30.46\|8.94\|29.05\|31.63\|27.81\|67200;2026-08-21\|29.87\|-1.94\|30.89\|31.37\|29.30\|43943;2026-08-24\|30.67\|2.68\|29.91\|31.16\|29.61\|38081;2026-08-25\|30.43\|-0.78\|30.99\|30.99\|28.50\|37725;2026-08-26\|29.56\|-2.86\|30.94\|30.94\|29.50\|18684;2026-08-27\|29.89\|1.12\|29.30\|30.11\|29.12\|24784;2026-08-28\|29.85\|-0.13\|29.77\|30.83\|29.29\|26660;2026-08-31\|31.97\|7.10\|30.25\|32.32\|29.77\|63944;2026-09-01\|30.58\|-4.35\|31.60\|31.90\|30.07\|38473;2026-09-02\|31.35\|2.52\|30.38\|32.32\|30.03\|48473;2026-09-03\|32.25\|2.87\|31.35\|32.59\|30.52\|58383;2026-09-04\|30.58\|-5.18\|32.28\|32.50\|30.20\|47216;2026-09-07\|30.84\|0.85\|30.53\|31.12\|29.99\|27730;2026-09-08\|30.00\|-2.72\|30.55\|30.85\|29.81\|23550;2026-09-09\|30.02\|0.07\|29.93\|30.53\|29.83\|18568;2026-09-10\|29.87\|-0.50\|29.80\|30.42\|29.33\|17694;2026-09-11\|29.26\|-2.04\|29.50\|29.78\|28.50\|25598;2026-09-14\|29.10\|-0.55\|29.04\|29.48\|28.61\|12502;2026-09-15\|28.61\|-1.68\|29.09\|29.23\|28.56\|14524
113450	长鑫存储过会	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司旗下凯世通是国内离子注入机领域核心企业，产品覆盖低能大束流、高能离子注入机等，实现了 12 英寸晶圆厂产线应用国产化突破，且公司通过创办嘉芯半导体，将业务范围延拓至刻蚀、薄膜沉积等集成电路核心前道设备领域	2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.31\|-2.46\|29.50\|29.94\|28.10\|394734;2026-09-14\|31.90\|8.84\|28.89\|32.10\|28.22\|697275;2026-09-15\|31.32\|-1.82\|31.90\|32.07\|30.93\|431676
113449	长鑫存储过会	定增扩产+功率半导体+AI机器视觉行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日公告，公司拟向特定对象发行股票募资用于特色高压功率半导体晶圆代工项目，项目达产后预计新增IGBT、特高压VDMOS等产品代工产能6万片/月，将增强公司晶圆代工业务的规模效应。 2、据2026年6月3日互动易，控股子公司广芯微电子处于良性扩产中，已完成MOS场效应二极管、IGBT等多个工艺平台搭建，产品良率持续保持高位稳定，客户数量稳步增长。 3、据2026年5月8日投资者关系活动记录表，公司主营AiDC业务和功率半导体业务，AiDC业务依托AI+CIS机器视觉技术平台，为汽车、3C等先进制造业提供数据采集解决方案，并正加大海外市场拓展力度。	公司主营包括公司电子元器件代理分销，销往下游芯片封测厂、分销商和终端客户	2026-05-12\|30.03\|1.45\|29.65\|30.97\|29.36\|67458;2026-05-13\|31.80\|5.89\|29.65\|32.22\|29.50\|95866;2026-05-14\|31.65\|-0.47\|31.77\|32.21\|30.81\|66249;2026-05-15\|31.28\|-1.17\|32.50\|34.00\|31.13\|94399;2026-05-18\|31.20\|-0.26\|31.20\|31.85\|30.11\|70685;2026-05-19\|31.40\|0.64\|31.24\|31.58\|30.60\|45109;2026-05-20\|33.00\|5.10\|31.36\|33.65\|30.38\|99331;2026-05-21\|31.80\|-3.64\|33.00\|35.45\|31.40\|121124;2026-05-22\|32.26\|1.45\|32.01\|32.80\|31.60\|71813;2026-05-25\|35.16\|8.99\|32.49\|35.38\|32.36\|95122;2026-05-26\|32.96\|-6.26\|36.52\|36.90\|31.87\|105495;2026-05-27\|33.58\|1.88\|33.23\|35.00\|32.50\|90328;2026-05-28\|33.62\|0.12\|33.27\|34.80\|32.88\|96813;2026-05-29\|31.33\|-6.81\|33.47\|34.00\|31.10\|87945;2026-06-01\|30.10\|-3.93\|31.50\|32.37\|29.88\|94027;2026-06-02\|30.83\|2.43\|29.95\|32.00\|29.00\|81601;2026-06-03\|30.26\|-1.85\|30.74\|31.45\|30.02\|64756;2026-06-04\|31.17\|3.01\|29.78\|32.10\|29.58\|68576;2026-06-05\|30.78\|-1.25\|31.00\|31.84\|30.20\|42649;2026-06-08\|29.07\|-5.56\|29.30\|31.85\|28.47\|68285;2026-06-09\|34.88\|19.99\|29.51\|34.88\|28.92\|104222;2026-06-10\|37.90\|8.66\|35.49\|38.35\|34.00\|220005;2026-06-11\|36.92\|-2.59\|37.38\|37.70\|35.45\|120759;2026-06-12\|35.89\|-2.79\|37.70\|39.58\|35.62\|113139;2026-06-15\|37.46\|4.37\|36.00\|38.35\|35.90\|104156;2026-06-16\|40.04\|6.89\|37.00\|43.00\|37.00\|168681;2026-06-17\|39.12\|-2.30\|38.40\|40.37\|38.00\|122984;2026-06-18\|38.80\|-0.82\|39.00\|39.88\|37.54\|68543;2026-06-22\|38.21\|-1.52\|39.69\|40.39\|36.94\|85614;2026-06-23\|40.27\|5.39\|38.75\|41.06\|37.06\|115856;2026-06-24\|40.77\|1.24\|39.62\|41.29\|38.80\|96553;2026-06-25\|38.06\|-6.65\|40.00\|40.40\|37.33\|105001;2026-06-26\|39.50\|3.78\|37.66\|40.25\|36.30\|116063;2026-06-29\|36.64\|-7.24\|39.48\|40.88\|35.49\|123237;2026-06-30\|38.09\|3.96\|36.73\|38.20\|35.50\|100184;2026-07-01\|36.97\|-2.94\|39.00\|39.98\|36.36\|124566;2026-07-02\|34.93\|-5.52\|35.90\|37.69\|34.80\|103317;2026-07-03\|34.00\|-2.66\|34.94\|35.68\|33.71\|69867;2026-07-06\|35.29\|3.79\|35.10\|38.18\|34.20\|106919;2026-07-07\|34.02\|-3.60\|34.69\|36.24\|33.86\|78320;2026-07-08\|32.36\|-4.88\|34.25\|34.50\|31.60\|65070;2026-07-09\|35.70\|10.32\|32.52\|36.59\|31.81\|91510;2026-07-10\|33.38\|-6.50\|36.01\|41.50\|33.38\|175478;2026-07-13\|30.49\|-8.66\|33.18\|34.33\|30.00\|97425;2026-07-14\|30.31\|-0.59\|30.50\|30.76\|28.60\|78723;2026-07-15\|28.21\|-6.93\|30.20\|30.44\|28.02\|63132;2026-07-16\|27.32\|-3.15\|28.00\|29.20\|26.85\|62811;2026-07-17\|24.19\|-11.46\|27.14\|27.35\|23.91\|69828;2026-07-20\|21.77\|-10.00\|24.34\|24.70\|21.19\|77058;2026-07-21\|23.49\|7.90\|21.98\|23.60\|19.32\|104306;2026-07-22\|23.05\|-1.87\|23.00\|23.99\|22.70\|56468;2026-07-23\|23.35\|1.30\|22.81\|23.65\|22.60\|41582;2026-07-24\|23.08\|-1.16\|22.99\|23.84\|22.58\|42290;2026-07-27\|24.50\|6.15\|23.19\|24.57\|22.45\|51666;2026-07-28\|23.17\|-5.43\|23.98\|24.36\|22.91\|41994;2026-07-29\|24.80\|7.04\|23.16\|24.90\|22.32\|80045;2026-07-30\|22.39\|-9.72\|24.49\|25.11\|21.63\|95641;2026-07-31\|24.19\|8.04\|23.60\|24.79\|23.50\|81649;2026-08-03\|23.00\|-4.92\|24.43\|24.43\|22.70\|50106;2026-08-04\|23.90\|3.91\|23.38\|24.21\|23.29\|49446;2026-08-05\|24.73\|3.47\|24.00\|25.28\|23.90\|51138;2026-08-06\|25.17\|1.78\|24.41\|25.34\|24.22\|63872;2026-08-07\|25.99\|3.26\|25.10\|26.62\|24.50\|63256;2026-08-10\|27.38\|5.35\|26.70\|27.58\|25.99\|79812;2026-08-11\|26.40\|-3.58\|27.24\|27.32\|25.96\|60874;2026-08-12\|27.38\|3.71\|26.43\|27.80\|26.36\|49695;2026-08-13\|26.90\|-1.75\|27.87\|28.13\|26.87\|45846;2026-08-14\|27.61\|2.64\|27.38\|27.63\|26.83\|37032;2026-08-17\|29.21\|5.79\|27.33\|29.24\|26.26\|108416;2026-08-18\|29.59\|1.30\|29.52\|30.18\|27.68\|97339;2026-08-19\|26.87\|-9.19\|28.99\|29.00\|26.58\|68912;2026-08-20\|27.13\|0.97\|27.00\|27.94\|26.31\|61259;2026-08-21\|26.95\|-0.66\|27.09\|28.38\|26.44\|54615;2026-08-24\|25.57\|-5.12\|26.81\|27.08\|24.93\|58691;2026-08-25\|25.86\|1.13\|25.28\|26.13\|24.41\|52630;2026-08-26\|25.67\|-0.73\|25.86\|26.27\|24.85\|34602;2026-08-27\|26.12\|1.75\|25.67\|26.38\|25.50\|31295;2026-08-28\|25.43\|-2.64\|26.01\|26.35\|25.36\|36659;2026-08-31\|25.64\|0.83\|25.01\|25.74\|24.75\|36866;2026-09-01\|24.78\|-3.35\|25.56\|25.61\|24.48\|34770;2026-09-02\|24.61\|-0.69\|24.50\|25.05\|24.14\|36980;2026-09-03\|25.16\|2.23\|24.80\|25.78\|24.63\|37317;2026-09-04\|24.87\|-1.15\|25.29\|25.71\|24.51\|37042;2026-09-07\|25.13\|1.05\|25.12\|25.60\|24.89\|35180;2026-09-08\|24.60\|-2.11\|25.20\|25.39\|24.43\|29193;2026-09-09\|25.92\|5.37\|24.59\|26.66\|24.56\|79871;2026-09-10\|24.91\|-3.90\|25.79\|25.84\|24.63\|62109;2026-09-11\|24.21\|-2.81\|24.52\|24.64\|23.72\|45795;2026-09-14\|24.42\|0.87\|24.05\|24.74\|23.62\|32540;2026-09-15\|24.64\|0.90\|24.30\|25.60\|24.30\|35815
113448	长鑫存储过会	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.20\|-2.92\|53.50\|53.50\|50.55\|111617;2026-09-14\|53.16\|1.84\|51.76\|53.70\|51.00\|94169;2026-09-15\|53.47\|0.58\|52.75\|54.55\|52.66\|67696
113447	长鑫存储过会	液冷服务器+半导体核心零部件+泛半导体行业原因：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日投资者关系活动记录，公司在数据中心液冷领域主营CDU、Manifold等产品，主要应用于服务器及数据中心的液冷系统。 2、据2026年5月8日投资者关系活动记录，公司全资子公司拟投资20亿元建设半导体核心零部件项目，正处于前期筹备阶段，并探讨与核心客户进行产能共建、股权合作的可能。 3、据2025年年度报告，在泛半导体领域，公司产品已通过美国排名前二的半导体应用设备厂商认证并成为其一级供应商，填补了国内超高纯应用材料的空白。 4、据2026年4月28日年报及2026年一季报，公司2026年一季度营收7.68亿元，同比增长14.15%，其中泛半导体业务收入及新签订单呈现良好增长态势。	公司有部分产品已经成功应用到洁净、清洗等领域，光刻机领域根据结构图纸是有机会可以使用到公司的真空系统产品，表示努力试图跟ASML接触	2026-05-12\|59.68\|9.20\|54.57\|59.95\|54.40\|488516;2026-05-13\|59.20\|-0.80\|58.50\|59.49\|57.52\|261878;2026-05-14\|62.91\|6.27\|60.55\|65.00\|58.98\|500747;2026-05-15\|63.43\|0.83\|62.90\|67.90\|61.61\|451341;2026-05-18\|61.89\|-2.43\|63.44\|64.99\|61.39\|335499;2026-05-19\|67.11\|8.43\|61.50\|68.80\|61.27\|396251;2026-05-20\|68.68\|2.34\|66.57\|68.96\|65.18\|352446;2026-05-21\|63.40\|-7.69\|67.67\|68.80\|63.18\|347829;2026-05-22\|66.80\|5.36\|63.95\|68.50\|63.21\|276901;2026-05-25\|67.94\|1.71\|66.80\|69.00\|64.11\|374699;2026-05-26\|61.36\|-9.69\|65.96\|66.00\|60.00\|376633;2026-05-27\|57.06\|-7.01\|60.54\|61.49\|56.75\|290231;2026-05-28\|61.21\|7.27\|56.83\|62.00\|56.70\|262480;2026-05-29\|56.24\|-8.12\|61.20\|61.20\|55.80\|201389;2026-06-01\|54.25\|-3.54\|56.00\|57.18\|54.00\|123490;2026-06-02\|53.83\|-0.77\|54.32\|55.58\|53.13\|143100;2026-06-03\|54.20\|0.69\|53.51\|55.85\|53.50\|146819;2026-06-04\|60.70\|11.99\|53.50\|61.98\|53.10\|358418;2026-06-05\|64.29\|5.91\|63.00\|68.50\|60.72\|465623;2026-06-08\|61.58\|-4.22\|61.78\|65.02\|60.66\|254679;2026-06-09\|73.90\|20.01\|63.90\|73.90\|63.10\|408194;2026-06-10\|72.90\|-1.35\|74.00\|74.89\|71.78\|352765;2026-06-11\|72.78\|-0.16\|71.70\|76.60\|71.42\|347668;2026-06-12\|73.14\|0.49\|79.21\|82.48\|73.00\|378515;2026-06-15\|75.41\|3.10\|73.00\|75.82\|70.14\|274807;2026-06-16\|75.30\|-0.15\|75.41\|76.58\|74.30\|233180;2026-06-17\|78.30\|3.98\|74.28\|79.10\|74.03\|258546;2026-06-18\|82.97\|5.96\|76.51\|83.33\|75.75\|325987;2026-06-22\|82.21\|-0.92\|83.63\|84.00\|78.25\|301650;2026-06-23\|78.84\|-4.10\|80.95\|81.80\|78.05\|203715;2026-06-24\|83.85\|6.35\|77.04\|85.48\|77.03\|238800;2026-06-25\|81.11\|-3.27\|83.99\|84.56\|79.86\|242373;2026-06-26\|92.90\|14.54\|81.80\|97.33\|81.60\|508498;2026-06-29\|103.60\|11.52\|96.53\|105.36\|94.70\|487276;2026-06-30\|100.46\|-3.03\|102.52\|106.78\|98.03\|312806;2026-07-01\|103.88\|3.40\|102.47\|107.60\|99.03\|302153;2026-07-02\|94.01\|-9.50\|100.99\|101.04\|93.86\|259584;2026-07-03\|91.55\|-2.62\|95.00\|96.00\|89.88\|187178;2026-07-06\|86.99\|-4.98\|92.06\|92.56\|83.58\|221949;2026-07-07\|87.88\|1.02\|85.87\|90.15\|85.08\|162638;2026-07-08\|86.26\|-1.84\|88.88\|89.96\|81.01\|192109;2026-07-09\|95.00\|10.13\|87.81\|96.00\|86.50\|238933;2026-07-10\|83.35\|-12.26\|96.00\|96.00\|83.14\|283124;2026-07-13\|79.52\|-4.60\|83.75\|85.94\|78.80\|197383;2026-07-14\|78.78\|-0.93\|80.79\|80.79\|75.50\|150904;2026-07-15\|73.37\|-6.81\|80.00\|81.66\|72.60\|146394;2026-07-16\|67.82\|-7.56\|71.48\|72.90\|67.16\|161976;2026-07-17\|62.51\|-7.83\|66.90\|68.50\|62.28\|169165;2026-07-20\|54.00\|-13.61\|64.00\|65.07\|51.60\|270120;2026-07-21\|60.62\|12.26\|54.65\|60.68\|50.02\|287136;2026-07-22\|57.36\|-5.38\|59.45\|60.82\|57.10\|186580;2026-07-23\|55.72\|-2.86\|57.75\|58.99\|55.12\|144549;2026-07-24\|56.18\|0.83\|54.72\|58.29\|54.00\|208574;2026-07-27\|59.72\|6.30\|56.18\|59.85\|54.71\|220833;2026-07-28\|55.90\|-6.40\|63.15\|67.05\|54.30\|599061;2026-07-29\|49.50\|-11.45\|53.26\|53.92\|47.22\|491783;2026-07-30\|44.02\|-11.07\|47.02\|48.75\|44.00\|366611;2026-07-31\|45.59\|3.57\|48.35\|49.72\|45.50\|326791;2026-08-03\|43.25\|-5.13\|46.27\|46.60\|43.01\|205699;2026-08-04\|47.49\|9.80\|44.00\|48.20\|43.50\|268919;2026-08-05\|52.50\|10.55\|47.50\|53.21\|47.11\|300200;2026-08-06\|54.90\|4.57\|51.77\|55.62\|51.00\|265689;2026-08-07\|59.28\|7.98\|54.78\|59.48\|53.70\|301710;2026-08-10\|59.61\|0.56\|59.10\|60.87\|57.58\|222544;2026-08-11\|58.05\|-2.62\|59.49\|60.13\|57.36\|185473;2026-08-12\|60.20\|3.70\|59.13\|61.99\|57.92\|245383;2026-08-13\|59.11\|-1.81\|60.83\|62.18\|59.01\|190849;2026-08-14\|59.82\|1.20\|60.10\|60.45\|58.40\|148118;2026-08-17\|63.46\|6.08\|60.11\|63.99\|59.64\|193733;2026-08-18\|62.27\|-1.88\|63.01\|63.89\|61.15\|163768;2026-08-19\|57.96\|-6.92\|60.29\|61.36\|57.63\|189752;2026-08-20\|58.03\|0.12\|59.12\|60.00\|57.42\|122959;2026-08-21\|58.10\|0.12\|57.30\|59.58\|56.56\|92446;2026-08-24\|59.12\|1.76\|58.09\|59.66\|57.02\|149474;2026-08-25\|57.54\|-2.67\|57.60\|58.45\|55.10\|145299;2026-08-26\|58.92\|2.40\|57.65\|59.58\|56.10\|131365;2026-08-27\|60.89\|3.34\|59.50\|62.08\|58.96\|134492;2026-08-28\|59.28\|-2.64\|60.64\|61.36\|59.07\|108601;2026-08-31\|59.27\|-0.02\|57.42\|59.57\|57.01\|107769;2026-09-01\|56.81\|-4.15\|59.02\|59.26\|56.43\|109617;2026-09-02\|56.12\|-1.21\|56.00\|57.60\|55.03\|177827;2026-09-03\|56.49\|0.66\|56.59\|57.66\|55.41\|129614;2026-09-04\|53.68\|-4.97\|56.71\|57.45\|53.18\|124279;2026-09-07\|55.53\|3.45\|54.64\|56.36\|53.78\|106812;2026-09-08\|55.14\|-0.70\|55.53\|56.88\|54.03\|115943;2026-09-09\|54.45\|-1.25\|55.03\|56.70\|54.27\|104055;2026-09-10\|53.60\|-1.56\|54.06\|54.48\|53.26\|70174;2026-09-11\|52.04\|-2.91\|53.03\|53.25\|50.24\|80158;2026-09-14\|53.55\|2.90\|51.90\|54.08\|50.60\|88485;2026-09-15\|55.67\|3.96\|53.18\|56.49\|52.69\|128685
113446	长鑫存储过会	半导体设备+一季报扭亏行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2025年年度报告，公司是国内半导体设备精密零部件领军企业，具备先进制程所需高精密、高洁净度金属零部件的研发与量产能力，产品覆盖刻蚀、薄膜沉积等关键工艺领域。 2、据2025年年度报告，公司聚焦先进制程，新增匀气盘、特殊涂层、加热盘、静电卡盘及阀门五大产品专项，其中匀气盘与特殊涂层已完成客户验证并实现规模化量产。 3、据2026年4月30日一季报，公司2026年第一季度实现营业收入10.43亿元，同比增长36.84%，归母净利润5794.49万元，同比实现扭亏为盈。	公司结构零部件（基板、冷却板等）多种产品应用于光刻机、涂胶显影设备，主要客户有上海微电子、芯源微	2026-05-12\|130.51\|6.19\|120.20\|133.00\|119.05\|110544;2026-05-13\|133.57\|2.34\|127.13\|135.00\|124.19\|85534;2026-05-14\|142.03\|6.33\|133.00\|148.00\|132.00\|109728;2026-05-15\|162.27\|14.25\|144.28\|168.00\|141.51\|125781;2026-05-18\|169.85\|4.67\|158.09\|176.80\|155.74\|121394;2026-05-19\|174.90\|2.97\|168.16\|181.88\|163.10\|104380;2026-05-20\|187.50\|7.20\|172.78\|188.28\|168.01\|107113;2026-05-21\|163.58\|-12.76\|181.90\|188.00\|163.58\|124504;2026-05-22\|167.07\|2.13\|165.00\|173.30\|160.01\|93051;2026-05-25\|173.44\|3.81\|165.00\|177.50\|160.00\|86585;2026-05-26\|164.00\|-5.44\|171.50\|175.00\|159.50\|87521;2026-05-27\|158.80\|-3.17\|165.00\|171.00\|158.13\|80914;2026-05-28\|163.37\|2.88\|158.21\|165.78\|155.55\|73096;2026-05-29\|150.51\|-7.87\|166.64\|166.95\|148.52\|81911;2026-06-01\|142.10\|-5.59\|150.99\|153.72\|142.02\|79930;2026-06-02\|140.00\|-1.48\|144.28\|145.01\|139.30\|88669;2026-06-03\|143.36\|2.40\|141.05\|149.50\|140.01\|97685;2026-06-04\|146.99\|2.53\|142.16\|150.34\|140.25\|76655;2026-06-05\|145.30\|-1.15\|143.86\|153.08\|140.32\|69507;2026-06-08\|137.16\|-5.60\|137.90\|145.50\|134.64\|74696;2026-06-09\|164.59\|20.00\|141.00\|164.59\|140.00\|152461;2026-06-10\|165.00\|0.25\|166.65\|174.36\|159.30\|143935;2026-06-11\|175.68\|6.47\|165.93\|178.57\|165.00\|133875;2026-06-12\|182.00\|3.60\|197.88\|197.88\|179.00\|170306;2026-06-15\|191.96\|5.47\|187.46\|195.36\|180.08\|102405;2026-06-16\|189.54\|-1.26\|191.98\|197.84\|186.98\|96335;2026-06-17\|200.80\|5.94\|185.00\|202.25\|185.00\|122998;2026-06-18\|203.30\|1.25\|201.00\|207.80\|196.78\|98179;2026-06-22\|204.00\|0.34\|201.27\|210.31\|195.10\|79479;2026-06-23\|204.98\|0.48\|200.33\|211.58\|198.01\|73926;2026-06-24\|221.32\|7.97\|204.00\|228.50\|198.36\|98226;2026-06-25\|229.00\|3.47\|225.75\|239.97\|215.00\|97694;2026-06-26\|274.80\|20.00\|220.92\|274.80\|219.50\|119508;2026-06-29\|298.00\|8.44\|275.00\|300.00\|262.86\|146188;2026-06-30\|306.25\|2.77\|290.36\|315.00\|283.00\|110971;2026-07-01\|295.34\|-3.56\|298.23\|333.33\|286.05\|132907;2026-07-02\|248.07\|-16.01\|285.00\|286.05\|242.00\|187283;2026-07-03\|244.84\|-1.30\|240.00\|252.54\|232.08\|130346;2026-07-06\|246.98\|0.87\|247.97\|256.00\|238.88\|93353;2026-07-07\|254.72\|3.13\|244.59\|262.33\|237.00\|77562;2026-07-08\|265.20\|4.11\|259.81\|278.60\|248.08\|102242;2026-07-09\|286.66\|8.09\|273.00\|286.66\|255.00\|106896;2026-07-10\|260.00\|-9.30\|281.00\|295.00\|258.00\|111078;2026-07-13\|253.63\|-2.45\|251.08\|268.58\|245.88\|98538;2026-07-14\|251.01\|-1.03\|249.66\|262.50\|239.00\|90564;2026-07-15\|231.15\|-7.91\|254.00\|257.94\|230.02\|104594;2026-07-16\|216.64\|-6.28\|225.00\|235.66\|215.00\|96539;2026-07-17\|193.99\|-10.46\|220.97\|221.23\|193.99\|94976;2026-07-20\|170.70\|-12.01\|207.46\|207.46\|163.00\|133318;2026-07-21\|204.10\|19.57\|175.96\|204.84\|151.00\|160475;2026-07-22\|192.23\|-5.82\|204.10\|206.11\|190.10\|130218;2026-07-23\|186.81\|-2.82\|196.04\|197.84\|184.20\|79377;2026-07-24\|187.00\|0.10\|189.26\|193.86\|177.15\|73209;2026-07-27\|199.00\|6.42\|188.00\|199.94\|177.76\|95183;2026-07-28\|180.97\|-9.06\|204.00\|206.00\|178.88\|120054;2026-07-29\|176.64\|-2.39\|182.00\|183.75\|160.15\|137054;2026-07-30\|164.00\|-7.16\|175.64\|177.10\|161.00\|95545;2026-07-31\|165.01\|0.62\|180.26\|182.26\|164.36\|115140;2026-08-03\|146.84\|-11.01\|156.00\|163.00\|146.04\|129528;2026-08-04\|154.66\|5.33\|149.04\|157.60\|144.00\|112095;2026-08-05\|173.64\|12.27\|156.98\|177.50\|154.46\|140605;2026-08-06\|183.80\|5.85\|167.61\|187.31\|166.00\|126748;2026-08-07\|195.51\|6.37\|182.29\|198.00\|182.29\|104624;2026-08-10\|210.00\|7.41\|196.00\|215.65\|194.02\|123091;2026-08-11\|206.88\|-1.49\|208.00\|216.63\|204.03\|84426;2026-08-12\|217.09\|4.94\|209.72\|222.66\|209.72\|84522;2026-08-13\|209.42\|-3.53\|221.43\|221.99\|208.10\|86823;2026-08-14\|209.55\|0.06\|215.01\|216.50\|206.12\|72980;2026-08-17\|224.18\|6.98\|208.76\|226.50\|206.00\|81185;2026-08-18\|230.04\|2.61\|223.00\|231.80\|219.00\|82348;2026-08-19\|211.00\|-8.28\|218.54\|229.00\|207.00\|98904;2026-08-20\|208.11\|-1.37\|213.93\|215.90\|206.12\|66414;2026-08-21\|209.00\|0.43\|209.86\|213.96\|206.21\|47837;2026-08-24\|207.25\|-0.84\|209.00\|217.55\|202.00\|71388;2026-08-25\|199.92\|-3.54\|205.00\|205.00\|192.00\|78188;2026-08-26\|206.40\|3.24\|203.00\|211.66\|197.00\|61786;2026-08-27\|215.00\|4.17\|207.30\|216.99\|203.80\|63038;2026-08-28\|206.55\|-3.93\|213.83\|220.00\|206.40\|64777;2026-08-31\|204.63\|-0.93\|201.00\|208.65\|194.01\|94923;2026-09-01\|192.00\|-6.17\|202.53\|204.89\|192.00\|73065;2026-09-02\|188.61\|-1.77\|190.49\|191.84\|184.50\|57082;2026-09-03\|186.75\|-0.99\|190.00\|191.00\|183.26\|52350;2026-09-04\|179.10\|-4.10\|189.88\|190.29\|177.20\|58784;2026-09-07\|184.77\|3.17\|182.48\|187.31\|180.24\|53209;2026-09-08\|180.47\|-2.33\|183.75\|187.18\|179.11\|39881;2026-09-09\|179.16\|-0.73\|182.99\|184.86\|179.00\|34714;2026-09-10\|177.00\|-1.21\|178.79\|180.91\|175.02\|29979;2026-09-11\|172.55\|-2.51\|175.51\|175.51\|165.29\|54887;2026-09-14\|174.87\|1.34\|170.44\|176.33\|168.60\|43493;2026-09-15\|183.29\|4.82\|176.98\|187.00\|172.00\|74671
113445	长鑫存储过会	碳化硅+半导体设备+订单增长行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据上海证券报2026年6月8日报道，碳化硅全产业链景气度高涨，下游需求旺盛导致模块厂交货周期拉长，衬底片头部厂商产能利用率已超90%；据2026年5月13日及6月5日互动易，公司2026年碳化硅设备订单已呈现好转趋势，近期有批量订单陆续交付，产能利用率同比明显提升。 2、据2026年4月30日年报，公司为国内碳化硅单晶炉主要厂商之一，产品已大批量交付国内下游碳化硅材料主流厂商，并已实现新能源汽车、光伏、工业等下游领域的认证及量产，形成认证壁垒；产品完整覆盖6-8英寸碳化硅单晶衬底，8英寸设备整体价格区间和毛利水平相对更高。 3、据2026年5月13日投资者关系活动记录表，公司新并购子公司的半导体硅边抛设备已对标日系同类设备，成为国内下游客户端的国产主力供应商，可对进口边抛设备实现国产替代。	公司主要从事晶体生长设备的研产销，向半导体材料厂商及其他材料客户提供半导体级单晶硅炉、碳化硅单晶炉和其他设备等定制化产品	2026-05-12\|52.83\|8.97\|51.00\|57.14\|48.16\|137127;2026-05-13\|57.21\|8.29\|53.00\|59.80\|53.00\|137399;2026-05-14\|68.65\|20.00\|61.00\|68.65\|60.02\|66675;2026-05-15\|75.00\|9.25\|72.00\|79.90\|67.45\|223061;2026-05-18\|72.02\|-3.97\|67.00\|72.29\|64.08\|154981;2026-05-19\|71.47\|-0.76\|67.00\|72.20\|64.40\|120495;2026-05-20\|69.88\|-2.22\|70.40\|71.71\|67.10\|108328;2026-05-21\|62.88\|-10.02\|69.54\|70.94\|62.62\|119368;2026-05-22\|66.99\|6.54\|66.99\|69.15\|65.27\|102425;2026-05-25\|65.44\|-2.31\|65.79\|69.00\|61.28\|119988;2026-05-26\|63.56\|-2.87\|66.07\|67.70\|62.69\|76463;2026-05-27\|72.84\|14.60\|64.30\|74.50\|64.30\|139485;2026-05-28\|71.67\|-1.61\|69.15\|75.48\|66.88\|99951;2026-05-29\|66.12\|-7.74\|72.03\|77.75\|65.00\|113164;2026-06-01\|62.56\|-5.38\|67.13\|68.65\|62.18\|75578;2026-06-02\|59.35\|-5.13\|62.00\|62.59\|57.76\|80703;2026-06-03\|59.69\|0.57\|61.71\|64.66\|58.09\|80055;2026-06-04\|59.57\|-0.20\|58.20\|61.44\|58.13\|56450;2026-06-05\|57.91\|-2.79\|58.00\|62.05\|56.06\|74209;2026-06-08\|54.35\|-6.15\|54.33\|56.65\|52.90\|66566;2026-06-09\|65.22\|20.00\|55.30\|65.22\|54.39\|86334;2026-06-10\|59.80\|-8.31\|63.78\|64.16\|58.06\|109121;2026-06-11\|60.61\|1.35\|59.01\|62.58\|58.42\|86760;2026-06-12\|57.80\|-4.64\|62.97\|64.47\|57.03\|82494;2026-06-15\|63.88\|10.52\|57.80\|65.49\|56.96\|103658;2026-06-16\|63.44\|-0.69\|63.32\|65.68\|60.00\|104814;2026-06-17\|67.03\|5.66\|62.00\|67.28\|61.59\|106872;2026-06-18\|80.44\|20.01\|72.00\|80.44\|72.00\|55656;2026-06-22\|92.68\|15.22\|88.00\|93.72\|83.00\|179983;2026-06-23\|87.80\|-5.27\|88.30\|91.88\|83.00\|139601;2026-06-24\|89.07\|1.45\|86.86\|91.98\|85.02\|117651;2026-06-25\|86.80\|-2.55\|87.07\|88.82\|81.16\|119979;2026-06-26\|81.93\|-5.61\|85.00\|86.80\|80.18\|80116;2026-06-29\|83.85\|2.34\|81.97\|85.78\|74.00\|95240;2026-06-30\|88.55\|5.61\|82.28\|89.89\|80.03\|107413;2026-07-01\|82.98\|-6.29\|85.80\|94.30\|81.00\|105152;2026-07-02\|78.24\|-5.71\|77.00\|82.80\|75.08\|69183;2026-07-03\|72.00\|-7.98\|77.35\|79.48\|71.99\|75596;2026-07-06\|68.65\|-4.65\|72.86\|73.24\|67.25\|58536;2026-07-07\|68.59\|-0.09\|68.00\|70.32\|66.80\|56192;2026-07-08\|67.70\|-1.30\|68.59\|71.88\|63.00\|56154;2026-07-09\|72.69\|7.37\|69.90\|73.24\|68.08\|60608;2026-07-10\|66.60\|-8.38\|72.80\|75.00\|66.33\|61617;2026-07-13\|61.66\|-7.42\|64.75\|68.43\|61.28\|56296;2026-07-14\|61.55\|-0.18\|61.65\|63.80\|57.38\|46232;2026-07-15\|58.22\|-5.41\|63.80\|64.25\|57.55\|39092;2026-07-16\|54.37\|-6.61\|57.97\|58.97\|52.84\|43011;2026-07-17\|46.72\|-14.07\|53.87\|55.30\|46.35\|52245;2026-07-20\|42.82\|-8.35\|48.10\|50.65\|41.18\|67866;2026-07-21\|47.28\|10.42\|43.68\|47.88\|36.38\|100958;2026-07-22\|45.50\|-3.76\|46.74\|48.44\|44.68\|76248;2026-07-23\|44.19\|-2.88\|44.59\|47.10\|43.60\|47116;2026-07-24\|43.70\|-1.11\|43.42\|45.51\|42.80\|46934;2026-07-27\|45.30\|3.66\|43.90\|45.39\|41.08\|44239;2026-07-28\|41.84\|-7.64\|45.20\|45.83\|41.45\|40926;2026-07-29\|43.25\|3.37\|42.08\|43.28\|38.17\|64149;2026-07-30\|38.95\|-9.94\|42.69\|43.14\|37.76\|56721;2026-07-31\|40.69\|4.47\|42.00\|43.86\|40.60\|54654;2026-08-03\|38.46\|-5.48\|40.11\|41.19\|38.06\|51747;2026-08-04\|41.30\|7.38\|39.14\|41.65\|37.88\|39723;2026-08-05\|44.82\|8.52\|41.05\|47.30\|41.05\|68847;2026-08-06\|46.52\|3.79\|43.53\|46.90\|43.53\|58555;2026-08-07\|48.94\|5.20\|47.70\|49.86\|45.79\|81298;2026-08-10\|48.80\|-0.29\|50.00\|52.89\|47.11\|67516;2026-08-11\|47.27\|-3.14\|47.00\|49.33\|46.69\|57047;2026-08-12\|49.60\|4.93\|47.01\|50.60\|47.01\|60168;2026-08-13\|51.07\|2.96\|50.12\|55.78\|49.64\|92198;2026-08-14\|50.12\|-1.86\|51.82\|52.50\|49.41\|71351;2026-08-17\|53.73\|7.20\|49.98\|53.94\|49.98\|73772;2026-08-18\|55.54\|3.37\|53.73\|57.20\|53.29\|81914;2026-08-19\|49.74\|-10.44\|54.01\|54.86\|49.10\|81181;2026-08-20\|49.70\|-0.08\|51.25\|51.78\|48.67\|55671;2026-08-21\|49.96\|0.52\|49.36\|52.88\|49.02\|57415;2026-08-24\|48.05\|-3.82\|49.41\|49.89\|46.60\|49025;2026-08-25\|47.80\|-0.52\|46.59\|48.60\|45.04\|48478;2026-08-26\|46.92\|-1.84\|48.00\|48.00\|45.90\|43175;2026-08-27\|50.41\|7.44\|47.29\|50.60\|46.89\|50837;2026-08-28\|47.70\|-5.38\|49.41\|51.20\|47.65\|47665;2026-08-31\|47.31\|-0.82\|46.35\|47.90\|45.42\|53266;2026-09-01\|45.49\|-3.85\|47.63\|47.65\|44.40\|50625;2026-09-02\|44.00\|-3.28\|44.59\|44.81\|43.32\|43117;2026-09-03\|43.16\|-1.91\|44.30\|44.68\|42.40\|52399;2026-09-04\|41.55\|-3.73\|43.47\|44.59\|41.10\|38404;2026-09-07\|43.00\|3.49\|42.31\|43.47\|41.81\|37543;2026-09-08\|41.89\|-2.58\|42.99\|43.50\|41.70\|32312;2026-09-09\|41.68\|-0.50\|42.33\|43.12\|41.20\|23656;2026-09-10\|40.93\|-1.80\|41.60\|41.70\|40.75\|24003;2026-09-11\|39.75\|-2.88\|40.71\|40.87\|38.18\|40099;2026-09-14\|39.86\|0.28\|39.44\|40.24\|38.39\|30518;2026-09-15\|39.82\|-0.10\|39.32\|41.06\|39.32\|28841
113444	长鑫存储过会	功率半导体提价+SiC模块+GaN 行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月26日互动易，公司于今年3月完成首轮调价，近期已启动第二轮产品涨价，调价涵盖IGBT单管及模块、整流桥和MOSFET器件。 2、据2026年4月30日年报及2026年6月1日互动易，公司自主研发的NCB SiC模块已通过海外主流AI服务器厂商整机认证并实现小批量供货，切入高端算力电源供应链。 3、据2026年5月8日投资者关系活动记录表，子公司宏微爱赛的650V GaN HEMT芯片研发成功，该产品可有效降低功耗，提升数据中心能源效率。	1、公司现有的高压产品提供可供并联使用的大电流IGBT、SiC模块产品用于可控核聚变加热电源和脉冲电源； 2、公司自研GaN 100V/7mΩ芯片已向下游厂商送样，适配人形机器人核心驱动需求	2026-05-12\|30.41\|-0.82\|31.00\|31.40\|30.02\|130115;2026-05-13\|32.66\|7.40\|30.10\|33.05\|29.60\|181470;2026-05-14\|34.44\|5.45\|33.80\|35.96\|33.48\|283455;2026-05-15\|32.42\|-5.87\|34.00\|34.63\|32.07\|203437;2026-05-18\|31.45\|-2.99\|32.01\|32.59\|31.00\|144459;2026-05-19\|34.87\|10.87\|31.50\|34.89\|31.50\|217576;2026-05-20\|35.74\|2.50\|34.53\|36.88\|34.00\|225390;2026-05-21\|32.57\|-8.87\|35.64\|35.64\|32.30\|177006;2026-05-22\|33.55\|3.01\|33.16\|34.50\|32.81\|141270;2026-05-25\|36.94\|10.10\|34.00\|38.25\|33.92\|236182;2026-05-26\|36.17\|-2.08\|36.99\|36.99\|34.80\|176218;2026-05-27\|37.15\|2.71\|37.00\|39.38\|36.22\|254234;2026-05-28\|37.88\|1.97\|36.89\|38.96\|36.01\|190865;2026-05-29\|33.90\|-10.51\|37.55\|37.79\|33.50\|210596;2026-06-01\|32.97\|-2.74\|33.98\|34.77\|32.76\|121859;2026-06-02\|32.30\|-2.03\|32.96\|33.45\|31.56\|114773;2026-06-03\|33.83\|4.74\|33.43\|34.96\|32.23\|159316;2026-06-04\|34.47\|1.89\|34.00\|36.50\|33.83\|159365;2026-06-05\|33.53\|-2.73\|33.10\|35.20\|32.13\|140849;2026-06-08\|29.74\|-11.30\|31.50\|32.74\|29.74\|143027;2026-06-09\|35.69\|20.01\|31.52\|35.69\|31.52\|261921;2026-06-10\|34.10\|-4.46\|34.72\|35.85\|33.58\|203522;2026-06-11\|34.63\|1.55\|33.70\|36.17\|33.50\|218326;2026-06-12\|34.79\|0.46\|35.70\|36.40\|34.16\|187211;2026-06-15\|39.28\|12.91\|35.00\|39.66\|35.00\|220558;2026-06-16\|38.55\|-1.86\|39.88\|41.24\|38.31\|216654;2026-06-17\|39.34\|2.05\|37.97\|40.42\|37.72\|213787;2026-06-18\|40.34\|2.54\|38.99\|41.00\|38.65\|209227;2026-06-22\|38.62\|-4.26\|42.31\|43.00\|37.02\|293300;2026-06-23\|43.95\|13.80\|37.90\|44.88\|37.43\|390402;2026-06-24\|42.42\|-3.48\|42.94\|44.00\|40.48\|312471;2026-06-25\|41.90\|-1.23\|42.50\|42.50\|39.90\|246800;2026-06-26\|39.41\|-5.94\|40.94\|43.20\|38.64\|216513;2026-06-29\|44.70\|13.42\|43.00\|47.29\|42.19\|406810;2026-06-30\|45.45\|1.68\|45.00\|46.05\|42.00\|325151;2026-07-01\|43.96\|-3.28\|46.22\|47.25\|43.03\|285354;2026-07-02\|40.43\|-8.03\|41.00\|43.55\|39.30\|200168;2026-07-03\|37.03\|-8.41\|40.41\|40.77\|36.97\|231942;2026-07-06\|36.00\|-2.78\|37.68\|37.98\|34.81\|149340;2026-07-07\|36.23\|0.64\|35.70\|37.59\|35.38\|166768;2026-07-08\|35.25\|-2.70\|36.60\|37.20\|33.85\|140040;2026-07-09\|36.58\|3.77\|35.70\|36.68\|34.03\|150557;2026-07-10\|33.30\|-8.97\|36.58\|37.87\|33.30\|168828;2026-07-13\|31.30\|-6.01\|32.50\|34.35\|31.04\|123692;2026-07-14\|31.59\|0.93\|31.99\|32.20\|29.27\|129767;2026-07-15\|30.08\|-4.78\|32.44\|33.18\|30.03\|109415;2026-07-16\|27.62\|-8.18\|29.48\|30.30\|27.48\|125606;2026-07-17\|24.37\|-11.77\|27.62\|27.90\|24.36\|134502;2026-07-20\|22.80\|-6.44\|24.84\|25.30\|21.71\|126353;2026-07-21\|24.99\|9.61\|22.86\|25.02\|20.35\|145868;2026-07-22\|24.11\|-3.52\|24.39\|25.70\|23.82\|112713;2026-07-23\|23.32\|-3.28\|24.30\|24.37\|23.09\|80240;2026-07-24\|22.68\|-2.74\|22.82\|23.60\|22.53\|65745;2026-07-27\|23.48\|3.53\|22.55\|23.48\|22.20\|63080;2026-07-28\|22.22\|-5.37\|23.06\|23.59\|22.05\|74251;2026-07-29\|22.23\|0.04\|22.28\|22.69\|21.11\|73685;2026-07-30\|20.90\|-5.98\|22.12\|22.22\|20.90\|69219;2026-07-31\|22.17\|6.08\|23.00\|23.45\|22.17\|101605;2026-08-03\|21.96\|-0.95\|21.90\|22.33\|21.65\|56464;2026-08-04\|23.09\|5.15\|22.24\|23.25\|22.10\|66485;2026-08-05\|24.30\|5.24\|23.05\|24.57\|23.03\|93876;2026-08-06\|24.49\|0.78\|24.00\|24.98\|23.81\|93759;2026-08-07\|25.68\|4.86\|24.71\|25.70\|23.88\|116734;2026-08-10\|24.91\|-3.00\|25.80\|25.82\|24.57\|96518;2026-08-11\|25.78\|3.49\|24.70\|26.49\|24.51\|120369;2026-08-12\|25.86\|0.31\|25.72\|26.08\|25.54\|76198;2026-08-13\|25.27\|-2.28\|26.40\|26.58\|25.25\|96767;2026-08-14\|25.78\|2.02\|25.59\|25.90\|25.07\|62855;2026-08-17\|27.11\|5.16\|25.85\|27.23\|25.68\|94279;2026-08-18\|27.35\|0.89\|26.95\|27.45\|26.12\|99765;2026-08-19\|25.10\|-8.23\|26.00\|26.80\|24.77\|121678;2026-08-20\|24.75\|-1.39\|25.46\|25.69\|24.38\|101091;2026-08-21\|25.90\|4.65\|24.60\|26.24\|24.53\|113059;2026-08-24\|24.98\|-3.55\|25.87\|26.46\|24.33\|91063;2026-08-25\|25.32\|1.36\|24.46\|25.45\|23.68\|85854;2026-08-26\|25.13\|-0.75\|25.65\|25.79\|24.70\|54081;2026-08-27\|26.25\|4.46\|25.30\|26.35\|24.93\|76976;2026-08-28\|25.99\|-0.99\|26.01\|26.63\|25.91\|55223;2026-08-31\|25.65\|-1.31\|24.29\|25.73\|24.29\|79291;2026-09-01\|24.90\|-2.92\|25.70\|25.85\|24.70\|64659;2026-09-02\|24.16\|-2.97\|24.56\|24.69\|23.95\|62516;2026-09-03\|24.41\|1.03\|24.30\|24.70\|23.98\|48473;2026-09-04\|23.55\|-3.52\|24.53\|24.90\|23.36\|61898;2026-09-07\|24.60\|4.46\|23.98\|24.69\|23.80\|64779;2026-09-08\|23.90\|-2.85\|24.56\|24.70\|23.82\|51936;2026-09-09\|23.76\|-0.59\|24.30\|24.58\|23.67\|43286;2026-09-10\|25.00\|5.22\|23.60\|25.52\|23.31\|136933;2026-09-11\|23.61\|-5.56\|24.82\|24.82\|22.84\|110290;2026-09-14\|23.93\|1.36\|23.06\|24.16\|22.88\|62634;2026-09-15\|25.55\|6.77\|23.87\|25.75\|23.77\|118139
113443	长鑫存储过会	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061;2026-07-13\|11.66\|-7.61\|12.60\|12.70\|11.58\|430909;2026-07-14\|11.90\|2.06\|11.78\|11.90\|11.42\|335916;2026-07-15\|11.59\|-2.60\|11.88\|12.00\|11.41\|306611;2026-07-16\|11.00\|-5.09\|11.50\|11.54\|10.94\|334519;2026-07-17\|10.39\|-5.55\|11.01\|11.06\|10.30\|346522;2026-07-20\|10.20\|-1.83\|10.52\|10.65\|10.02\|350460;2026-07-21\|10.73\|5.20\|10.27\|10.73\|10.02\|364266;2026-07-22\|10.37\|-1.89\|10.44\|10.65\|10.27\|249918;2026-07-23\|10.67\|2.89\|10.37\|10.69\|10.35\|201503;2026-07-24\|10.41\|-2.44\|10.55\|10.61\|10.37\|173175;2026-07-27\|10.85\|4.23\|10.43\|10.92\|10.43\|212339;2026-07-28\|10.85\|0.00\|10.68\|10.95\|10.62\|189443;2026-07-29\|11.18\|3.04\|10.86\|11.34\|10.74\|267753;2026-07-30\|11.13\|-0.45\|11.14\|11.28\|10.91\|199915;2026-07-31\|11.15\|0.18\|11.30\|11.50\|11.09\|285765;2026-08-03\|11.28\|1.17\|11.15\|11.34\|11.10\|146624;2026-08-04\|11.44\|1.42\|11.28\|11.50\|11.24\|161590;2026-08-05\|11.73\|2.54\|11.41\|11.88\|11.39\|213573;2026-08-06\|11.55\|-1.53\|11.76\|11.76\|11.44\|173844;2026-08-07\|11.58\|0.26\|11.53\|11.59\|11.37\|140069;2026-08-10\|11.67\|0.78\|11.58\|11.70\|11.40\|133455;2026-08-11\|11.51\|-1.37\|11.60\|11.72\|11.48\|136881;2026-08-12\|11.57\|0.52\|11.46\|11.65\|11.44\|117623;2026-08-13\|11.36\|-1.81\|11.62\|12.09\|11.36\|177192;2026-08-14\|11.62\|2.29\|11.39\|11.78\|11.39\|171273;2026-08-17\|11.77\|1.29\|11.62\|11.81\|11.56\|158563;2026-08-18\|11.63\|-1.19\|11.72\|11.79\|11.49\|135450;2026-08-19\|11.15\|-4.13\|11.50\|11.54\|11.08\|230931;2026-08-20\|11.66\|4.57\|11.59\|11.79\|11.49\|277571;2026-08-21\|11.54\|-1.03\|11.56\|11.67\|11.40\|168469;2026-08-24\|11.72\|1.56\|11.60\|11.89\|11.55\|216487;2026-08-25\|11.55\|-1.45\|11.61\|11.65\|11.32\|189053;2026-08-26\|11.60\|0.43\|11.55\|11.72\|11.51\|133155;2026-08-27\|11.89\|2.50\|11.58\|12.01\|11.56\|176736;2026-08-28\|11.78\|-0.93\|11.85\|11.92\|11.75\|120091;2026-08-31\|11.87\|0.76\|11.68\|11.87\|11.62\|122171;2026-09-01\|11.78\|-0.76\|11.79\|11.91\|11.68\|140874;2026-09-02\|11.49\|-2.46\|11.68\|11.73\|11.43\|132677;2026-09-03\|11.57\|0.70\|11.53\|11.61\|11.45\|97382;2026-09-04\|11.51\|-0.52\|11.60\|11.77\|11.45\|123724;2026-09-07\|11.61\|0.87\|11.52\|11.63\|11.43\|103586;2026-09-08\|11.75\|1.21\|11.61\|11.75\|11.53\|119640;2026-09-09\|11.93\|1.53\|11.71\|11.94\|11.71\|164420;2026-09-10\|11.62\|-2.60\|11.85\|11.87\|11.53\|177324;2026-09-11\|11.53\|-0.77\|11.54\|11.60\|11.33\|129950;2026-09-14\|11.56\|0.26\|11.45\|11.68\|11.40\|95817;2026-09-15\|11.62\|0.52\|11.56\|11.75\|11.46\|115145

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason