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
113442	长鑫存储过会	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂，2025年营收37.16亿，300mm硅片销量同比增长27%	2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|2122387;2026-07-13\|35.86\|-1.48\|35.70\|37.85\|35.27\|1602624;2026-07-14\|34.58\|-3.57\|35.54\|36.09\|32.01\|1656793;2026-07-15\|31.04\|-10.24\|35.50\|35.90\|30.88\|1584162;2026-07-16\|28.90\|-6.89\|29.80\|31.65\|28.70\|1326646;2026-07-17\|26.66\|-7.75\|28.88\|29.40\|26.35\|1500923;2026-07-20\|25.30\|-5.10\|27.62\|27.94\|24.25\|1532007;2026-07-21\|27.68\|9.41\|25.80\|27.89\|23.33\|1783128;2026-07-22\|26.60\|-3.90\|27.58\|27.97\|26.30\|1363730;2026-07-23\|25.86\|-2.78\|26.71\|27.02\|25.34\|931122;2026-07-24\|25.82\|-0.15\|25.30\|26.40\|25.29\|853501;2026-07-27\|26.70\|3.41\|25.38\|26.97\|24.53\|926488;2026-07-28\|25.30\|-5.24\|25.80\|26.95\|25.01\|874706;2026-07-29\|24.34\|-3.79\|25.19\|25.43\|23.08\|1127555;2026-07-30\|22.65\|-6.94\|24.25\|24.39\|22.65\|987000;2026-07-31\|23.48\|3.66\|24.83\|25.33\|23.45\|1063219;2026-08-03\|23.12\|-1.53\|22.96\|23.79\|22.34\|785832;2026-08-04\|23.82\|3.03\|23.40\|24.20\|23.12\|873151;2026-08-05\|25.50\|7.05\|23.81\|25.89\|23.70\|1272303;2026-08-06\|25.88\|1.49\|24.70\|26.15\|24.52\|1315676;2026-08-07\|26.65\|2.98\|25.50\|26.68\|25.00\|1360432;2026-08-10\|25.87\|-2.93\|26.54\|26.84\|25.39\|914784;2026-08-11\|25.58\|-1.12\|25.62\|26.37\|25.30\|702914;2026-08-12\|26.26\|2.66\|25.84\|26.35\|25.50\|771086;2026-08-13\|25.33\|-3.54\|26.65\|26.89\|25.30\|902461;2026-08-14\|25.90\|2.25\|25.75\|25.94\|25.31\|614940;2026-08-17\|26.80\|3.47\|25.90\|26.93\|25.63\|949834;2026-08-18\|27.79\|3.69\|27.40\|29.09\|27.33\|1580819;2026-08-19\|26.70\|-3.92\|26.88\|28.00\|26.32\|1251301;2026-08-20\|24.45\|-8.43\|26.35\|26.37\|24.19\|1240654;2026-08-21\|24.63\|0.74\|24.45\|25.15\|23.93\|640060;2026-08-24\|24.73\|0.41\|24.85\|25.10\|24.01\|648890;2026-08-25\|24.16\|-2.30\|24.00\|24.52\|23.02\|619125;2026-08-26\|24.25\|0.37\|24.03\|24.79\|24.03\|490131;2026-08-27\|25.22\|4.00\|24.45\|25.39\|24.23\|632482;2026-08-28\|24.51\|-2.82\|25.00\|25.28\|24.50\|500110;2026-08-31\|24.70\|0.78\|23.83\|24.72\|23.77\|446602;2026-09-01\|24.09\|-2.47\|24.68\|24.82\|24.02\|454070;2026-09-02\|23.45\|-2.66\|23.80\|24.00\|23.36\|381432;2026-09-03\|23.43\|-0.09\|23.63\|23.80\|23.20\|337727;2026-09-04\|22.59\|-3.59\|23.65\|23.86\|22.40\|506923;2026-09-07\|23.13\|2.39\|22.88\|23.35\|22.53\|420421;2026-09-08\|22.82\|-1.34\|23.10\|23.36\|22.78\|350111;2026-09-09\|22.58\|-1.05\|23.08\|23.26\|22.49\|324370;2026-09-10\|22.39\|-0.84\|22.50\|22.66\|22.06\|257621;2026-09-11\|22.12\|-1.21\|22.00\|22.23\|21.48\|425999;2026-09-14\|21.94\|-0.81\|21.88\|22.29\|21.50\|336143;2026-09-15\|21.92\|-0.09\|21.94\|22.42\|21.67\|386232
113441	长鑫存储过会	半导体石英坩埚+光伏石英坩埚+大尺寸量产行业原因： 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5月27-28日机构调研及互动易，公司36英寸半导体级石英坩埚已实现量产并为下游客户供货，突破国产半导体应用技术壁垒。 2、据2026年5月27日互动易，公司半导体级石英坩埚建设项目稳步推进，建成后将具备年产2.6万只生产能力；2025年度半导体级石英坩埚销售收入同比大幅增长，部分型号产品已向客户中批量供货。 3、据2026年5月27日互动易及2025年年报，公司是为数不多的具备量产大尺寸石英坩埚能力的厂商，太阳能级长寿命石英坩埚拉晶时长极限实验突破650小时，已完成42英寸太阳能级石英坩埚研发并具备量产能力，40英寸已为下游客户供货。	公司36英寸半导体级石英坩埚已量产并为下游客户供货，实现进口替代，突破国产半导体应用技术壁垒	2026-05-12\|22.70\|-0.18\|22.74\|22.89\|22.45\|28370;2026-05-13\|23.22\|2.29\|22.59\|23.50\|22.40\|37071;2026-05-14\|23.05\|-0.73\|23.32\|23.50\|22.99\|29583;2026-05-15\|22.50\|-2.39\|23.05\|23.10\|22.03\|33485;2026-05-18\|22.30\|-0.89\|22.49\|22.51\|22.12\|18857;2026-05-19\|22.26\|-0.18\|22.23\|22.57\|21.65\|32814;2026-05-20\|24.49\|10.02\|23.03\|24.49\|23.03\|51461;2026-05-21\|24.20\|-1.18\|25.46\|26.03\|24.20\|165880;2026-05-22\|24.00\|-0.83\|24.15\|24.60\|23.33\|91145;2026-05-25\|25.00\|4.17\|23.96\|25.30\|23.40\|110462;2026-05-26\|24.25\|-3.00\|24.45\|24.90\|23.67\|62828;2026-05-27\|23.40\|-3.51\|23.96\|24.93\|23.27\|44985;2026-05-28\|23.43\|0.13\|23.27\|23.59\|22.41\|51287;2026-05-29\|25.77\|9.99\|24.22\|25.77\|24.00\|61067;2026-06-01\|26.08\|1.20\|25.48\|27.00\|24.88\|163713;2026-06-02\|26.93\|3.26\|25.53\|27.25\|24.91\|141336;2026-06-03\|28.55\|6.02\|26.69\|28.60\|26.07\|166232;2026-06-04\|27.53\|-3.57\|27.92\|28.20\|27.00\|102714;2026-06-05\|27.20\|-1.20\|27.07\|28.48\|25.90\|113042;2026-06-08\|25.83\|-5.04\|27.06\|28.20\|25.83\|110054;2026-06-09\|28.41\|9.99\|26.06\|28.41\|25.00\|150389;2026-06-10\|29.20\|2.78\|28.64\|31.22\|28.50\|232653;2026-06-11\|28.32\|-3.01\|28.96\|29.20\|28.00\|130178;2026-06-12\|26.90\|-5.01\|28.81\|29.41\|26.80\|113967;2026-06-15\|27.42\|1.93\|27.35\|27.75\|26.60\|89850;2026-06-16\|27.34\|-0.29\|27.10\|28.38\|26.73\|96499;2026-06-17\|26.35\|-3.62\|26.85\|27.20\|25.83\|105357;2026-06-18\|23.72\|-9.98\|26.00\|26.33\|23.72\|119373;2026-06-22\|23.31\|-1.73\|23.30\|23.60\|22.03\|109299;2026-06-23\|22.65\|-2.83\|23.41\|23.68\|22.40\|70633;2026-06-24\|22.11\|-2.38\|22.50\|22.60\|21.61\|71087;2026-06-25\|21.07\|-4.70\|22.11\|22.20\|20.91\|70450;2026-06-26\|21.85\|3.70\|21.07\|22.70\|20.79\|94867;2026-06-29\|20.80\|-4.81\|21.70\|22.17\|20.32\|72649;2026-06-30\|20.78\|-0.10\|20.60\|22.00\|20.48\|61566;2026-07-01\|22.86\|10.01\|20.76\|22.86\|19.98\|88597;2026-07-02\|21.92\|-4.11\|22.10\|22.98\|21.83\|82837;2026-07-03\|20.80\|-5.11\|21.92\|22.14\|20.80\|59953;2026-07-06\|20.78\|-0.10\|21.01\|21.90\|20.72\|49989;2026-07-07\|21.35\|2.74\|20.78\|22.33\|20.65\|71209;2026-07-08\|19.22\|-9.98\|21.00\|21.22\|19.22\|73986;2026-07-09\|19.23\|0.05\|19.10\|19.55\|18.66\|40916;2026-07-10\|19.79\|2.91\|19.10\|20.32\|19.00\|58737;2026-07-13\|17.87\|-9.70\|19.50\|19.79\|17.83\|56090;2026-07-14\|17.85\|-0.11\|18.31\|18.31\|17.28\|35252;2026-07-15\|18.15\|1.68\|17.87\|18.83\|17.79\|39517;2026-07-16\|18.20\|0.28\|17.99\|18.47\|17.80\|30137;2026-07-17\|17.63\|-3.13\|18.15\|18.66\|17.42\|33723;2026-07-20\|16.62\|-5.73\|17.50\|17.85\|16.33\|38998;2026-07-21\|16.82\|1.20\|16.62\|17.04\|15.41\|44348;2026-07-22\|16.73\|-0.54\|16.80\|17.22\|16.62\|26013;2026-07-23\|17.29\|3.35\|16.75\|17.30\|16.67\|28472;2026-07-24\|16.90\|-2.26\|17.10\|17.26\|16.79\|20585;2026-07-27\|17.45\|3.25\|16.92\|17.53\|16.80\|23190;2026-07-28\|17.44\|-0.06\|17.30\|17.75\|17.16\|19540;2026-07-29\|17.77\|1.89\|17.40\|17.86\|17.20\|27204;2026-07-30\|18.63\|4.84\|17.82\|18.96\|17.73\|53311;2026-07-31\|19.01\|2.04\|18.67\|19.18\|18.51\|38205;2026-08-03\|19.64\|3.31\|18.85\|19.68\|18.85\|31916;2026-08-04\|19.28\|-1.83\|19.66\|19.80\|19.13\|28479;2026-08-05\|19.32\|0.21\|19.20\|19.67\|19.08\|28553;2026-08-06\|19.29\|-0.16\|19.25\|19.38\|19.02\|21896;2026-08-07\|19.26\|-0.16\|19.42\|19.67\|19.07\|24649;2026-08-10\|19.72\|2.39\|19.28\|20.16\|19.14\|28653;2026-08-11\|19.76\|0.20\|19.69\|19.81\|19.42\|16437;2026-08-12\|20.18\|2.13\|19.82\|20.42\|19.62\|24579;2026-08-13\|19.55\|-3.12\|20.33\|20.33\|19.55\|20524;2026-08-14\|19.45\|-0.51\|19.56\|19.72\|19.25\|17406;2026-08-17\|19.75\|1.54\|19.32\|19.88\|19.32\|16992;2026-08-18\|19.70\|-0.25\|19.72\|20.20\|19.50\|21017;2026-08-19\|18.87\|-4.21\|19.50\|19.66\|18.85\|18405;2026-08-20\|18.99\|0.64\|18.91\|19.30\|18.90\|14598;2026-08-21\|19.11\|0.63\|19.00\|19.19\|18.62\|14989;2026-08-24\|18.96\|-0.78\|19.13\|19.45\|18.82\|15556;2026-08-25\|19.15\|1.00\|18.92\|19.23\|18.73\|11750;2026-08-26\|19.07\|-0.42\|19.19\|19.35\|19.04\|10916;2026-08-27\|19.05\|-0.10\|19.21\|19.21\|18.73\|14502;2026-08-28\|19.50\|2.36\|18.94\|19.70\|18.85\|23432;2026-08-31\|19.60\|0.51\|19.59\|19.62\|19.25\|16682;2026-09-01\|19.52\|-0.41\|19.54\|19.77\|19.36\|11587;2026-09-02\|19.35\|-0.87\|19.42\|19.57\|19.19\|11412;2026-09-03\|19.23\|-0.62\|19.32\|19.57\|19.18\|10349;2026-09-04\|19.23\|0.00\|19.43\|19.62\|19.10\|15539;2026-09-07\|19.41\|0.94\|19.32\|19.50\|19.07\|10704;2026-09-08\|19.87\|2.37\|19.50\|19.96\|19.35\|23583;2026-09-09\|19.92\|0.25\|19.94\|20.46\|19.67\|25375;2026-09-10\|19.48\|-2.21\|19.83\|19.86\|19.39\|16649;2026-09-11\|18.92\|-2.87\|19.56\|19.56\|18.64\|17786;2026-09-14\|18.81\|-0.58\|18.79\|19.11\|18.60\|12719;2026-09-15\|18.57\|-1.28\|18.81\|19.15\|18.50\|20392
113440	长鑫存储过会	半导体硅片+抛光硅片+一季报增长行业原因：机构研报指出，国内半导体硅片环节的边际变化在于，继此前取消销售折让的变相提价后，厂商已开始明确酝酿新一轮直接涨价，标志着价格传导正式从晶圆厂向下游材料端延伸。公司原因： 1、据2026年4月29日一季报，公司一季度营收1.18亿元，同比增长18.50%；归母净利润1384.92万元，同比增长95.93%；据2026年6月4日互动易，业绩增长主因订单增加带动产能利用率提高及募投项目增产上量。 2、据2026年5月19日投资者关系活动记录表，公司募投项目6-8英寸抛光硅片处于产线扩增、产量提升和客户批量认证过程中，客户群体增加，产品种类丰富，抛光硅片将成为公司未来重要主营产品之一；据2026年4月29日年报，江苏皋鑫芯片项目新厂房设备安装调试基本完成，处于新产线产品认证阶段。 3、据2025年年度报告，公司主营半导体硅材料及其制品，产品涵盖半导体晶棒、研磨片、抛光片、半导体功率芯片及器件，是国内分立器件用单晶硅棒、研磨硅片及半导体功率芯片及器件领域领先企业。	半导体硅材料制造商，主要产品为半导体硅片及半导体硅棒，8英寸抛光片项目正按照整体规划在加速推进中	2026-05-12\|51.60\|7.50\|47.24\|52.50\|45.88\|243296;2026-05-13\|50.40\|-2.33\|49.90\|50.68\|49.01\|171656;2026-05-14\|47.83\|-5.10\|50.00\|50.29\|47.50\|129609;2026-05-15\|48.70\|1.82\|47.80\|49.09\|46.80\|111239;2026-05-18\|47.45\|-2.57\|47.80\|48.43\|46.56\|83103;2026-05-19\|50.10\|5.58\|47.03\|51.00\|45.64\|149237;2026-05-20\|50.64\|1.08\|50.06\|51.14\|49.21\|133918;2026-05-21\|46.05\|-9.06\|51.00\|51.59\|45.84\|142028;2026-05-22\|46.00\|-0.11\|46.41\|46.60\|44.26\|102205;2026-05-25\|47.40\|3.04\|46.82\|47.79\|45.36\|97413;2026-05-26\|44.11\|-6.94\|46.93\|46.93\|43.10\|110917;2026-05-27\|43.90\|-0.48\|43.90\|45.36\|43.70\|79455;2026-05-28\|46.71\|6.40\|44.17\|47.00\|43.70\|107389;2026-05-29\|43.50\|-6.87\|46.74\|46.98\|43.10\|92934;2026-06-01\|43.42\|-0.18\|42.82\|44.33\|42.61\|54258;2026-06-02\|42.92\|-1.15\|43.45\|43.74\|41.84\|55995;2026-06-03\|44.68\|4.10\|42.95\|46.05\|42.77\|76017;2026-06-04\|46.47\|4.01\|43.98\|47.06\|43.81\|97309;2026-06-05\|31.52\|-1.31\|31.14\|32.15\|30.00\|118435;2026-06-08\|29.86\|-5.27\|29.01\|30.99\|29.01\|90054;2026-06-09\|32.85\|10.01\|30.44\|32.85\|30.20\|101020;2026-06-10\|36.14\|10.02\|34.44\|36.14\|34.44\|120576;2026-06-11\|35.45\|-1.91\|36.86\|37.82\|34.90\|407667;2026-06-12\|33.19\|-6.38\|36.34\|37.30\|32.94\|336273;2026-06-15\|34.52\|4.01\|32.83\|34.67\|31.90\|278338;2026-06-16\|34.92\|1.16\|34.53\|35.33\|34.10\|240561;2026-06-17\|36.52\|4.58\|33.90\|36.52\|33.78\|259701;2026-06-18\|37.86\|3.67\|35.87\|40.10\|35.22\|302934;2026-06-22\|38.56\|1.85\|38.05\|38.59\|36.70\|249716;2026-06-23\|36.55\|-5.21\|37.83\|37.84\|35.68\|161673;2026-06-24\|38.10\|4.24\|35.93\|38.20\|34.80\|201854;2026-06-25\|39.16\|2.78\|38.12\|39.86\|37.55\|222596;2026-06-26\|39.89\|1.86\|38.30\|40.96\|36.80\|243263;2026-06-29\|43.00\|7.80\|40.50\|43.88\|38.87\|308290;2026-06-30\|45.61\|6.07\|42.00\|46.80\|40.97\|270196;2026-07-01\|44.00\|-3.53\|45.00\|49.80\|43.28\|321350;2026-07-02\|39.60\|-10.00\|41.53\|42.17\|39.60\|214079;2026-07-03\|36.27\|-8.41\|38.50\|39.00\|36.02\|216504;2026-07-06\|35.21\|-2.92\|36.99\|37.19\|34.50\|138532;2026-07-07\|36.73\|4.32\|35.00\|37.50\|34.80\|175173;2026-07-08\|38.84\|5.74\|36.01\|38.98\|34.18\|236655;2026-07-09\|41.97\|8.06\|38.25\|42.50\|38.23\|274830;2026-07-10\|38.87\|-7.39\|41.22\|42.72\|38.86\|248933;2026-07-13\|36.10\|-7.13\|38.00\|39.38\|35.60\|171057;2026-07-14\|35.27\|-2.30\|36.46\|36.63\|32.88\|199869;2026-07-15\|34.70\|-1.62\|36.74\|36.78\|33.66\|136477;2026-07-16\|32.02\|-7.72\|33.50\|34.57\|31.66\|149104;2026-07-17\|29.43\|-8.09\|32.02\|32.40\|29.38\|146618;2026-07-20\|26.59\|-9.65\|29.98\|30.39\|26.49\|137192;2026-07-21\|28.65\|7.75\|27.07\|28.68\|24.26\|163530;2026-07-22\|27.98\|-2.34\|28.03\|29.14\|27.70\|141203;2026-07-23\|27.55\|-1.54\|28.48\|28.52\|26.75\|100608;2026-07-24\|27.23\|-1.16\|27.06\|27.94\|26.85\|78935;2026-07-27\|27.90\|2.46\|27.23\|28.00\|26.22\|89770;2026-07-28\|26.58\|-4.73\|27.48\|28.15\|26.29\|85773;2026-07-29\|26.28\|-1.13\|26.50\|26.55\|24.98\|95052;2026-07-30\|24.47\|-6.89\|26.29\|26.29\|24.32\|95182;2026-07-31\|25.29\|3.35\|25.93\|26.40\|25.22\|93917;2026-08-03\|25.42\|0.51\|25.31\|25.57\|24.80\|64096;2026-08-04\|26.55\|4.45\|25.61\|26.85\|25.45\|89747;2026-08-05\|28.00\|5.46\|26.56\|28.33\|26.42\|121245;2026-08-06\|28.69\|2.46\|27.65\|28.80\|27.50\|120549;2026-08-07\|29.40\|2.47\|28.69\|29.50\|28.28\|108473;2026-08-10\|29.64\|0.82\|29.41\|29.75\|28.82\|80297;2026-08-11\|29.25\|-1.32\|29.28\|29.85\|28.95\|66190;2026-08-12\|29.73\|1.64\|29.29\|29.92\|29.18\|62956;2026-08-13\|28.95\|-2.62\|30.03\|30.64\|28.95\|66023;2026-08-14\|29.55\|2.07\|29.21\|29.57\|28.92\|58089;2026-08-17\|30.72\|3.96\|29.72\|30.78\|29.46\|69117;2026-08-18\|31.25\|1.73\|30.91\|31.88\|30.62\|105184;2026-08-19\|29.91\|-4.29\|30.46\|31.50\|29.72\|104838;2026-08-20\|29.35\|-1.87\|30.24\|30.25\|29.05\|72116;2026-08-21\|29.40\|0.17\|29.22\|29.74\|28.83\|48480;2026-08-24\|29.24\|-0.54\|29.50\|29.67\|28.42\|54834;2026-08-25\|29.00\|-0.82\|28.57\|29.18\|27.90\|50721;2026-08-26\|28.64\|-1.24\|29.11\|29.20\|28.38\|38667;2026-08-27\|29.75\|3.88\|28.51\|29.96\|28.51\|60405;2026-08-28\|29.24\|-1.71\|29.65\|30.05\|29.21\|47211;2026-08-31\|29.29\|0.17\|28.51\|29.37\|28.38\|53241;2026-09-01\|28.78\|-1.74\|29.51\|29.61\|28.56\|46498;2026-09-02\|28.32\|-1.60\|28.30\|28.56\|27.92\|44075;2026-09-03\|28.39\|0.25\|28.89\|29.23\|28.17\|44994;2026-09-04\|27.56\|-2.92\|28.65\|28.99\|27.29\|57832;2026-09-07\|28.01\|1.63\|27.70\|28.18\|27.58\|40910;2026-09-08\|27.49\|-1.86\|28.00\|28.25\|27.41\|44232;2026-09-09\|27.65\|0.58\|27.59\|28.35\|27.52\|49117;2026-09-10\|27.62\|-0.11\|27.50\|28.01\|27.30\|34159;2026-09-11\|27.21\|-1.48\|27.31\|27.41\|26.36\|44496;2026-09-14\|27.80\|2.17\|26.90\|28.11\|26.60\|46439;2026-09-15\|30.58\|10.00\|27.60\|30.58\|27.60\|208974
113439	长鑫存储过会	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|328471;2026-07-13\|50.82\|-0.74\|49.20\|53.75\|49.20\|255223;2026-07-14\|49.59\|-2.42\|51.08\|52.00\|46.74\|249924;2026-07-15\|45.04\|-9.18\|51.65\|52.00\|45.01\|231112;2026-07-16\|42.61\|-5.40\|43.09\|45.80\|42.00\|203592;2026-07-17\|38.94\|-8.61\|41.84\|43.21\|38.40\|216404;2026-07-20\|33.68\|-13.51\|40.05\|40.85\|32.50\|346228;2026-07-21\|37.36\|10.93\|33.83\|37.47\|30.00\|395377;2026-07-22\|36.00\|-3.64\|38.00\|39.30\|35.60\|290007;2026-07-23\|35.27\|-2.03\|35.80\|36.80\|34.46\|182904;2026-07-24\|34.42\|-2.41\|34.00\|36.06\|33.99\|161424;2026-07-27\|35.53\|3.22\|34.37\|35.57\|32.71\|186478;2026-07-28\|28.43\|-19.98\|33.63\|34.00\|28.42\|651038;2026-07-29\|26.58\|-6.51\|27.39\|27.85\|24.63\|631327;2026-07-30\|24.49\|-7.86\|26.00\|26.40\|24.02\|416037;2026-07-31\|25.27\|3.19\|27.10\|27.40\|25.20\|440807;2026-08-03\|24.10\|-4.63\|24.53\|25.18\|24.06\|282524;2026-08-04\|26.06\|8.13\|24.45\|26.28\|24.19\|318745;2026-08-05\|29.14\|11.82\|26.40\|29.64\|26.10\|441127;2026-08-06\|31.00\|6.38\|28.55\|31.18\|28.29\|481133;2026-08-07\|32.00\|3.23\|31.29\|32.30\|30.51\|438243;2026-08-10\|31.65\|-1.09\|32.16\|32.67\|31.03\|307174;2026-08-11\|31.06\|-1.86\|31.45\|32.19\|30.60\|235708;2026-08-12\|31.68\|2.00\|31.26\|32.10\|31.06\|200478;2026-08-13\|30.85\|-2.62\|32.60\|32.95\|30.83\|310010;2026-08-14\|31.45\|1.94\|31.64\|31.94\|30.55\|196389;2026-08-17\|32.80\|4.29\|31.60\|33.17\|31.20\|280354;2026-08-18\|35.96\|9.63\|35.11\|37.90\|34.90\|653038;2026-08-19\|34.30\|-4.62\|34.76\|37.33\|34.02\|636079;2026-08-20\|31.50\|-8.16\|34.48\|34.95\|31.13\|505365;2026-08-21\|31.44\|-0.19\|31.43\|32.20\|30.80\|284125;2026-08-24\|31.61\|0.54\|31.70\|31.84\|30.40\|252111;2026-08-25\|30.92\|-2.18\|30.53\|31.45\|29.27\|273342;2026-08-26\|30.61\|-1.00\|31.19\|31.37\|30.28\|176105;2026-08-27\|32.00\|4.54\|30.82\|32.18\|30.14\|284486;2026-08-28\|30.67\|-4.16\|31.72\|32.28\|30.62\|250747;2026-08-31\|31.07\|1.30\|30.00\|31.23\|29.58\|214787;2026-09-01\|29.48\|-5.12\|31.00\|31.00\|29.38\|182133;2026-09-02\|28.93\|-1.87\|28.67\|29.24\|28.41\|136644;2026-09-03\|28.79\|-0.48\|29.40\|29.63\|28.31\|121353;2026-09-04\|27.36\|-4.97\|29.37\|29.38\|27.07\|202170;2026-09-07\|27.97\|2.23\|27.79\|28.23\|27.51\|162138;2026-09-08\|27.13\|-3.00\|28.04\|28.25\|27.02\|183609;2026-09-09\|26.90\|-0.85\|27.45\|28.08\|26.78\|159128;2026-09-10\|26.42\|-1.78\|26.60\|26.97\|26.42\|94797;2026-09-11\|25.90\|-1.97\|26.00\|26.27\|25.16\|143272;2026-09-14\|26.23\|1.27\|25.40\|26.80\|24.97\|140751;2026-09-15\|26.54\|1.18\|26.18\|26.98\|25.80\|143630
113438	长鑫存储过会	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|70.99\|-4.04\|74.09\|75.00\|70.07\|143246;2026-07-14\|72.79\|2.54\|71.99\|73.20\|69.95\|105840;2026-07-15\|68.61\|-5.74\|73.04\|74.48\|68.18\|104631;2026-07-16\|63.50\|-7.45\|68.94\|69.02\|62.86\|140468;2026-07-17\|41.81\|-7.68\|45.01\|46.33\|41.81\|158564;2026-07-20\|38.18\|-8.68\|42.59\|43.56\|37.63\|262214;2026-07-21\|42.00\|10.01\|39.33\|42.00\|37.01\|193421;2026-07-22\|42.06\|0.14\|42.90\|44.75\|41.34\|273793;2026-07-23\|41.04\|-2.43\|42.85\|43.36\|40.60\|192057;2026-07-24\|38.70\|-5.70\|40.50\|40.98\|38.56\|167253;2026-07-27\|40.66\|5.06\|39.03\|40.80\|37.80\|141409;2026-07-28\|37.99\|-6.57\|39.89\|41.30\|37.65\|140482;2026-07-29\|37.00\|-2.61\|38.33\|38.33\|35.45\|164065;2026-07-30\|33.67\|-9.00\|37.03\|37.42\|33.52\|195984;2026-07-31\|33.70\|0.09\|36.37\|36.56\|33.50\|176744;2026-08-03\|31.96\|-5.16\|33.49\|34.26\|31.50\|204172;2026-08-04\|33.87\|5.98\|32.44\|34.17\|31.59\|190667;2026-08-05\|37.26\|10.01\|33.87\|37.26\|33.62\|161042;2026-08-06\|39.31\|5.50\|37.27\|39.63\|37.00\|437937;2026-08-07\|40.12\|2.06\|39.12\|40.68\|37.80\|382430;2026-08-10\|40.69\|1.42\|40.66\|41.47\|39.24\|294191;2026-08-11\|40.45\|-0.59\|40.05\|41.80\|39.68\|223892;2026-08-12\|41.31\|2.13\|40.60\|41.70\|40.23\|210814;2026-08-13\|39.86\|-3.51\|41.84\|42.31\|39.70\|253224;2026-08-14\|42.08\|5.57\|39.91\|42.98\|39.72\|356754;2026-08-17\|44.66\|6.13\|43.85\|44.70\|41.73\|445270;2026-08-18\|45.87\|2.71\|44.67\|48.08\|44.42\|462782;2026-08-19\|41.28\|-10.01\|44.00\|46.37\|41.28\|350045;2026-08-20\|40.76\|-1.26\|41.97\|42.47\|40.30\|297829;2026-08-21\|43.11\|5.77\|40.60\|43.52\|39.90\|259528;2026-08-24\|41.61\|-3.48\|43.30\|43.80\|40.13\|325287;2026-08-25\|41.20\|-0.99\|41.31\|42.50\|39.82\|218636;2026-08-26\|41.18\|-0.05\|41.44\|41.96\|40.13\|174382;2026-08-27\|44.16\|7.24\|41.42\|44.37\|40.81\|301355;2026-08-28\|43.35\|-1.83\|44.99\|45.73\|43.24\|234668;2026-08-31\|43.82\|1.08\|42.49\|44.00\|41.58\|202566;2026-09-01\|41.76\|-4.70\|43.53\|43.90\|41.01\|214331;2026-09-02\|40.98\|-1.87\|41.00\|41.77\|40.73\|133499;2026-09-03\|40.41\|-1.39\|41.50\|41.50\|39.93\|154144;2026-09-04\|38.20\|-5.47\|40.80\|41.77\|37.95\|224282;2026-09-07\|40.11\|5.00\|38.69\|40.39\|38.26\|176420;2026-09-08\|39.11\|-2.49\|39.92\|40.39\|38.94\|125998;2026-09-09\|41.93\|7.21\|39.51\|43.02\|39.32\|428173;2026-09-10\|43.18\|2.98\|41.75\|43.95\|39.75\|422122;2026-09-11\|41.54\|-3.80\|42.51\|42.85\|40.59\|269152;2026-09-14\|43.62\|5.01\|40.86\|44.11\|40.10\|281603;2026-09-15\|43.43\|-0.44\|43.60\|44.78\|43.16\|215101
113437	长鑫存储过会	半导体硅片+光伏硅片行业原因：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、据财闻2026年6月26日报道，6月以来半导体硅片赛道热度走高，TCL中环同步布局半导体与光伏硅片，车规级硅片认证持续推进。据2025年年报，公司半导体材料业务营收及出货量继续稳居国内半导体硅片行业前列。 2、据2026年一季报，公司组件出货实现2.9GW，同比增长超50%，陆续入围、中标央企集采项目。据2025年年报，光伏电池组件板块营收同比增长60.45%，营收占比达32.10%。 3、公司光伏硅片市占率全球第一。据2026年4月2日机构调研，公司硅片板块盈利端显著改善，EBITDA已转正。	1、子公司鑫芯半导体致力于300mm半导体硅片研发与制造，产品应用以逻辑芯片、存储芯片等先进制程方向为主； 2、业内人士称马斯克团队上周调研的光伏企业包括TCL中环、晶科能源、晶盛机电等	2026-05-12\|9.62\|5.83\|9.09\|10.00\|8.93\|3936543;2026-05-13\|10.19\|5.93\|9.60\|10.31\|9.55\|3760871;2026-05-14\|10.09\|-0.98\|10.18\|10.37\|9.87\|2559970;2026-05-15\|9.83\|-2.58\|10.04\|10.26\|9.35\|2554396;2026-05-18\|9.36\|-4.78\|9.66\|9.70\|9.30\|1516649;2026-05-19\|9.81\|4.81\|9.38\|10.07\|9.24\|2291402;2026-05-20\|9.62\|-1.94\|9.84\|9.88\|9.56\|1309221;2026-05-21\|9.12\|-5.20\|9.74\|9.81\|9.08\|1505759;2026-05-22\|9.36\|2.63\|9.23\|9.49\|9.03\|1252019;2026-05-25\|9.22\|-1.50\|9.37\|9.43\|9.04\|1109874;2026-05-26\|9.03\|-2.06\|9.16\|9.40\|8.89\|1385679;2026-05-27\|9.93\|9.97\|9.00\|9.93\|9.00\|2254093;2026-05-28\|10.44\|5.14\|9.89\|10.61\|9.81\|4810571;2026-05-29\|9.75\|-6.61\|10.33\|10.43\|9.55\|2986782;2026-06-01\|9.56\|-1.95\|9.75\|10.07\|9.54\|1903955;2026-06-02\|9.12\|-4.60\|9.56\|9.62\|8.91\|1931910;2026-06-03\|9.13\|0.11\|9.08\|9.53\|9.02\|1675694;2026-06-04\|9.55\|4.60\|9.04\|9.73\|8.92\|2260491;2026-06-05\|9.42\|-1.36\|9.46\|9.80\|9.30\|1858030;2026-06-08\|8.92\|-5.31\|9.14\|9.69\|8.91\|2173392;2026-06-09\|9.81\|9.98\|9.10\|9.81\|8.43\|3135369;2026-06-10\|10.13\|3.26\|10.00\|10.30\|9.81\|4770240;2026-06-11\|10.13\|0.00\|10.10\|10.18\|9.80\|2614571;2026-06-12\|9.98\|-1.48\|10.38\|11.14\|9.98\|5124436;2026-06-15\|10.26\|2.81\|9.98\|10.33\|9.70\|3298648;2026-06-16\|10.33\|0.68\|10.21\|10.49\|10.16\|2428760;2026-06-17\|10.71\|3.68\|10.24\|10.80\|10.02\|3657870;2026-06-18\|10.26\|-4.20\|10.66\|10.66\|10.20\|2533287;2026-06-22\|10.41\|1.46\|10.35\|10.59\|10.10\|2324617;2026-06-23\|9.84\|-5.48\|10.25\|10.32\|9.78\|2278814;2026-06-24\|9.50\|-3.46\|9.67\|9.75\|9.34\|1808946;2026-06-25\|10.17\|7.05\|9.51\|10.30\|9.39\|3255206;2026-06-26\|11.19\|10.03\|10.23\|11.19\|10.17\|5190640;2026-06-29\|11.73\|4.83\|11.48\|11.78\|11.20\|5709481;2026-06-30\|12.02\|2.47\|11.67\|12.12\|11.34\|4732536;2026-07-01\|11.90\|-1.00\|11.87\|12.44\|11.54\|4859255;2026-07-02\|11.03\|-7.31\|11.42\|11.59\|10.97\|3640490;2026-07-03\|10.37\|-5.98\|11.25\|11.36\|10.34\|3149074;2026-07-06\|10.02\|-3.38\|10.47\|10.67\|9.84\|2488884;2026-07-07\|11.02\|9.98\|10.02\|11.02\|9.88\|3529552;2026-07-08\|10.69\|-2.99\|11.28\|11.42\|10.42\|3442099;2026-07-09\|11.03\|3.18\|10.80\|11.10\|10.60\|3327567;2026-07-10\|10.66\|-3.35\|11.03\|11.39\|10.65\|3435440;2026-07-13\|10.49\|-1.59\|10.48\|11.20\|10.40\|2658224;2026-07-14\|10.08\|-3.91\|10.20\|10.60\|9.81\|2903828;2026-07-15\|9.69\|-3.87\|10.30\|10.41\|9.51\|2249662;2026-07-16\|9.13\|-5.78\|9.48\|9.65\|9.10\|1856646;2026-07-17\|9.12\|-0.11\|9.14\|9.48\|8.83\|2160955;2026-07-20\|8.75\|-4.06\|9.35\|9.41\|8.60\|1823351;2026-07-21\|8.99\|2.74\|8.75\|9.04\|8.35\|1933803;2026-07-22\|8.73\|-2.89\|8.88\|9.04\|8.68\|1483646;2026-07-23\|8.86\|1.49\|8.68\|8.99\|8.57\|1236003;2026-07-24\|8.50\|-4.06\|8.69\|8.79\|8.50\|908572;2026-07-27\|8.65\|1.76\|8.50\|8.71\|8.40\|773186;2026-07-28\|8.55\|-1.16\|8.50\|8.70\|8.46\|728802;2026-07-29\|8.62\|0.82\|8.50\|8.63\|8.30\|1001133;2026-07-30\|8.85\|2.67\|8.52\|8.96\|8.52\|1413916;2026-07-31\|8.83\|-0.23\|9.02\|9.09\|8.81\|1109283;2026-08-03\|9.06\|2.60\|8.75\|9.13\|8.72\|1149012;2026-08-04\|9.04\|-0.22\|9.06\|9.09\|8.97\|1012795;2026-08-05\|9.14\|1.11\|9.01\|9.20\|8.96\|1132996;2026-08-06\|8.87\|-2.95\|9.02\|9.04\|8.81\|1174422;2026-08-07\|8.90\|0.34\|8.78\|9.00\|8.78\|1007878;2026-08-10\|8.92\|0.22\|8.83\|8.97\|8.80\|795004;2026-08-11\|9.29\|4.15\|8.89\|9.54\|8.87\|2000992;2026-08-12\|9.42\|1.40\|9.20\|9.51\|9.15\|1320962;2026-08-13\|9.32\|-1.06\|9.42\|9.50\|9.30\|996424;2026-08-14\|9.34\|0.21\|9.37\|9.49\|9.22\|785925;2026-08-17\|9.63\|3.10\|9.48\|9.76\|9.39\|1422563;2026-08-18\|9.95\|3.32\|9.61\|10.05\|9.58\|1692204;2026-08-19\|9.85\|-1.00\|9.70\|9.99\|9.66\|1765098;2026-08-20\|9.53\|-3.25\|9.85\|9.96\|9.49\|1291877;2026-08-21\|9.50\|-0.31\|9.49\|9.66\|9.44\|696403;2026-08-24\|9.35\|-1.58\|9.54\|9.82\|9.30\|893760;2026-08-25\|9.22\|-1.39\|9.25\|9.32\|9.12\|680929;2026-08-26\|9.24\|0.22\|9.22\|9.39\|9.21\|603570;2026-08-27\|9.19\|-0.54\|9.21\|9.23\|9.01\|843601;2026-08-28\|9.82\|6.86\|9.19\|10.00\|9.14\|2166530;2026-08-31\|9.51\|-3.16\|9.67\|9.70\|9.38\|1179150;2026-09-01\|9.57\|0.63\|9.44\|9.60\|9.43\|685967;2026-09-02\|9.30\|-2.82\|9.46\|9.50\|9.27\|629286;2026-09-03\|9.27\|-0.32\|9.41\|9.48\|9.27\|475994;2026-09-04\|9.14\|-1.40\|9.34\|9.37\|9.13\|604317;2026-09-07\|9.20\|0.66\|9.13\|9.22\|9.07\|440476;2026-09-08\|9.28\|0.87\|9.18\|9.31\|9.13\|447412;2026-09-09\|9.11\|-1.83\|9.23\|9.28\|9.08\|465223;2026-09-10\|8.86\|-2.74\|9.05\|9.06\|8.85\|590136;2026-09-11\|8.69\|-1.92\|8.79\|8.90\|8.68\|515228;2026-09-14\|8.74\|0.58\|8.68\|8.79\|8.66\|332074;2026-09-15\|8.67\|-0.80\|8.71\|8.78\|8.64\|299874
113436	长鑫存储过会	PCB用化学试剂+电子化学品+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月11日互动易，公司PCB用化学试剂包括各类规格的过硫酸钠、硫酸铜、硝酸银、氢氧化钠、盐酸、硫酸、硝酸、环氧氯丙烷、氢氟酸、丙酮、氨水、甲醛等。 2、据2026年5月15日机构调研，公司部分电子化学品可用于半导体生产过程中的清洗、蚀刻、显影、去胶等工艺环节。 3、公司主要从事化学试剂的研发、生产、销售，原料药及食品添加剂生产及销售，并从事部分化工原料贸易等业务。产品主要应用领域包括新材料、生物医药、石油化工、新能源等行业。 4、据2026年4月29日一季报，公司2026年一季度归母净利润为1198.05万元，同比增长38.68%。	公司拥有光刻胶配套试剂产品，和英特尔产品（成都）有限公司，美维控股，兴森电子，信利半导体，超声电子、韩国东进世美肯公司等建立业务合作关系	2026-05-12\|8.08\|-1.22\|8.17\|8.17\|7.99\|161465;2026-05-13\|8.15\|0.87\|8.02\|8.16\|8.01\|155666;2026-05-14\|8.04\|-1.35\|8.17\|8.23\|8.03\|233954;2026-05-15\|8.20\|1.99\|8.04\|8.30\|8.02\|276571;2026-05-18\|8.21\|0.12\|8.14\|8.24\|7.99\|207124;2026-05-19\|8.22\|0.12\|8.21\|8.30\|8.10\|188887;2026-05-20\|8.46\|2.92\|8.20\|8.50\|8.16\|513884;2026-05-21\|8.09\|-4.37\|8.46\|8.49\|7.98\|499191;2026-05-22\|8.30\|2.60\|8.01\|8.32\|7.80\|342801;2026-05-25\|8.45\|1.81\|8.30\|8.50\|8.24\|362370;2026-05-26\|8.27\|-2.13\|8.40\|8.43\|8.18\|300152;2026-05-27\|7.96\|-3.75\|8.22\|8.40\|7.92\|297196;2026-05-28\|8.12\|2.01\|7.91\|8.23\|7.83\|232615;2026-05-29\|7.51\|-7.51\|8.05\|8.09\|7.41\|415272;2026-06-01\|7.60\|1.20\|7.45\|7.67\|7.40\|183225;2026-06-02\|7.43\|-2.24\|7.56\|7.58\|7.41\|162672;2026-06-03\|7.41\|-0.27\|7.39\|7.59\|7.17\|218782;2026-06-04\|7.49\|1.08\|7.35\|7.54\|7.27\|176859;2026-06-05\|7.55\|0.80\|7.46\|7.71\|7.10\|313697;2026-06-08\|7.16\|-5.17\|7.33\|7.53\|7.05\|224122;2026-06-09\|7.88\|10.06\|7.28\|7.88\|7.13\|427803;2026-06-10\|8.06\|2.28\|7.88\|8.17\|7.80\|675158;2026-06-11\|8.22\|1.99\|8.00\|8.27\|7.90\|615470;2026-06-12\|7.93\|-3.53\|8.21\|8.24\|7.88\|479280;2026-06-15\|8.25\|4.04\|7.90\|8.34\|7.85\|480879;2026-06-16\|8.50\|3.03\|8.14\|8.61\|8.08\|688546;2026-06-17\|8.44\|-0.71\|8.32\|8.63\|8.28\|537766;2026-06-18\|8.86\|4.98\|8.36\|9.00\|8.28\|788274;2026-06-22\|9.11\|2.82\|9.04\|9.30\|8.94\|1008817;2026-06-23\|10.02\|9.99\|9.50\|10.02\|9.50\|705984;2026-06-24\|11.02\|9.98\|11.02\|11.02\|11.02\|148228;2026-06-25\|10.27\|-6.81\|11.75\|11.75\|9.92\|2193941;2026-06-26\|9.62\|-6.33\|9.92\|10.33\|9.50\|1425152;2026-06-29\|9.35\|-2.81\|9.75\|10.30\|8.94\|1298172;2026-06-30\|9.48\|1.39\|9.15\|9.59\|8.95\|929595;2026-07-01\|10.00\|5.49\|9.41\|10.09\|9.35\|1210803;2026-07-02\|11.00\|10.00\|9.70\|11.00\|9.61\|1099635;2026-07-03\|9.95\|-9.55\|10.56\|10.76\|9.92\|1217954;2026-07-06\|9.36\|-5.93\|10.11\|10.15\|9.33\|766836;2026-07-07\|9.92\|5.98\|9.26\|10.30\|9.20\|1025194;2026-07-08\|9.58\|-3.43\|10.02\|10.23\|9.35\|889118;2026-07-09\|9.12\|-4.80\|9.39\|9.61\|8.76\|922732;2026-07-10\|8.76\|-3.95\|8.95\|9.41\|8.76\|812948;2026-07-13\|8.03\|-8.33\|8.47\|9.03\|7.94\|694560;2026-07-14\|8.15\|1.49\|8.00\|8.25\|7.89\|448170;2026-07-15\|8.23\|0.98\|8.40\|8.70\|8.14\|594565;2026-07-16\|8.04\|-2.31\|7.97\|8.26\|7.91\|394953;2026-07-17\|7.62\|-5.22\|8.11\|8.35\|7.60\|543836;2026-07-20\|6.91\|-9.32\|7.72\|7.74\|6.86\|627294;2026-07-21\|7.06\|2.17\|6.91\|7.07\|6.23\|662589;2026-07-22\|6.98\|-1.13\|6.83\|7.17\|6.83\|448789;2026-07-23\|7.14\|2.29\|7.00\|7.15\|6.91\|359180;2026-07-24\|6.96\|-2.52\|7.03\|7.31\|6.95\|362612;2026-07-27\|7.26\|4.31\|6.92\|7.26\|6.86\|391822;2026-07-28\|7.30\|0.55\|7.25\|7.62\|7.19\|436203;2026-07-29\|7.28\|-0.27\|7.32\|7.33\|7.02\|360089;2026-07-30\|6.98\|-4.12\|7.20\|7.27\|6.94\|363612;2026-07-31\|7.22\|3.44\|7.24\|7.39\|7.15\|413578;2026-08-03\|7.35\|1.80\|7.22\|7.37\|7.16\|311886;2026-08-04\|7.55\|2.72\|7.40\|7.58\|7.38\|284800;2026-08-05\|7.79\|3.18\|7.58\|7.81\|7.53\|369682;2026-08-06\|7.98\|2.44\|7.70\|8.00\|7.70\|389695;2026-08-07\|8.12\|1.75\|7.98\|8.15\|7.78\|408996;2026-08-10\|8.34\|2.71\|8.14\|8.34\|8.08\|345497;2026-08-11\|8.18\|-1.92\|8.22\|8.36\|8.14\|252508;2026-08-12\|8.24\|0.73\|8.22\|8.28\|8.17\|177932;2026-08-13\|8.13\|-1.33\|8.28\|8.37\|8.13\|229767;2026-08-14\|8.24\|1.35\|8.19\|8.29\|8.10\|180810;2026-08-17\|8.37\|1.58\|8.21\|8.37\|8.11\|201883;2026-08-18\|8.25\|-1.43\|8.36\|8.45\|8.16\|200220;2026-08-19\|7.96\|-3.52\|8.08\|8.23\|7.94\|231422;2026-08-20\|8.06\|1.26\|8.01\|8.16\|7.98\|185723;2026-08-21\|8.05\|-0.12\|8.00\|8.08\|7.85\|141693;2026-08-24\|8.09\|0.50\|8.05\|8.15\|7.92\|190304;2026-08-25\|8.14\|0.62\|7.98\|8.18\|7.88\|204370;2026-08-26\|8.16\|0.25\|8.11\|8.23\|8.03\|175151;2026-08-27\|8.30\|1.72\|8.11\|8.32\|8.11\|224103;2026-08-28\|8.39\|1.08\|8.30\|8.40\|8.24\|300724;2026-08-31\|8.38\|-0.12\|8.33\|8.42\|8.21\|270874;2026-09-01\|8.38\|0.00\|8.39\|8.40\|8.25\|219767;2026-09-02\|8.39\|0.12\|8.29\|8.46\|8.26\|196751;2026-09-03\|8.18\|-2.50\|8.45\|8.45\|8.15\|225322;2026-09-04\|8.00\|-2.20\|8.22\|8.28\|7.95\|249781;2026-09-07\|8.06\|0.75\|8.00\|8.10\|7.97\|142243;2026-09-08\|8.13\|0.87\|8.07\|8.14\|7.99\|156130;2026-09-09\|8.06\|-0.86\|8.11\|8.20\|8.01\|143876;2026-09-10\|7.95\|-1.36\|8.01\|8.04\|7.91\|129373;2026-09-11\|7.78\|-2.14\|7.84\|7.87\|7.57\|166868;2026-09-14\|7.89\|1.41\|7.78\|7.94\|7.62\|117790;2026-09-15\|8.68\|10.01\|7.85\|8.68\|7.81\|646325
113435	长鑫存储过会	间接投资长江存储+智能网联+上海出租车行业原因：据界面新闻，5月21日，特斯拉官方宣布监督版FSD的最新布局，其中提到监督版FSD可以在中国使用。公司原因： 1、据2026年5月19日盘后讯，长江存储完成IPO辅导备案。大众交通参股“厦门辰途华恒一号创业投资基金”，该基金直接投资长江存储，大众交通通过该基金间接持有长江存储约0.051%股份。 2、据2025年9月19日互动易，公司与百度智行组成的联合运营体已获智能网联汽车示范运营牌照，首批5辆萝卜快跑汽车已在浦东金桥示范运营。 3、据2026年3月31日年报，公司主营城市综合交通服务，上海出租车规模行业居前，2025年营业总收入22.27亿元，控股股东为上海大众公用事业集团股份有限公司，最终控制人为职工持股会。	公司通过基金间接持有长江存储约0.051%股份	2026-05-12\|4.58\|-1.29\|4.66\|4.68\|4.56\|165952;2026-05-13\|4.64\|1.31\|4.57\|4.68\|4.54\|199635;2026-05-14\|4.51\|-2.80\|4.66\|4.67\|4.51\|230253;2026-05-15\|4.44\|-1.55\|4.51\|4.56\|4.44\|174991;2026-05-18\|4.48\|0.90\|4.41\|4.62\|4.32\|228338;2026-05-19\|4.60\|2.68\|4.46\|4.74\|4.46\|304972;2026-05-20\|5.06\|10.00\|4.76\|5.06\|4.73\|870877;2026-05-21\|5.57\|10.08\|5.11\|5.57\|5.11\|1527851;2026-05-22\|6.13\|10.05\|6.13\|6.13\|6.13\|584626;2026-05-25\|6.14\|0.16\|6.59\|6.59\|5.85\|3633090;2026-05-26\|5.54\|-9.77\|5.89\|6.27\|5.53\|2716316;2026-05-27\|5.17\|-6.68\|5.34\|5.54\|5.10\|2007546;2026-05-28\|4.84\|-6.38\|5.06\|5.13\|4.78\|1581974;2026-05-29\|4.73\|-2.27\|4.84\|5.04\|4.70\|1480865;2026-06-01\|4.77\|0.85\|4.68\|4.88\|4.61\|874046;2026-06-02\|4.55\|-4.61\|4.72\|4.72\|4.51\|920057;2026-06-03\|4.51\|-0.88\|4.51\|4.59\|4.44\|734493;2026-06-04\|4.36\|-3.33\|4.45\|4.49\|4.33\|626130;2026-06-05\|4.29\|-1.61\|4.35\|4.40\|4.21\|591708;2026-06-08\|4.07\|-5.13\|4.16\|4.25\|4.04\|581671;2026-06-09\|4.48\|10.07\|4.14\|4.48\|4.07\|845445;2026-06-10\|4.63\|3.35\|4.55\|4.76\|4.41\|1577079;2026-06-11\|4.22\|-8.86\|4.45\|4.45\|4.17\|874619;2026-06-12\|4.18\|-0.95\|4.30\|4.32\|4.17\|585736;2026-06-15\|4.27\|2.15\|4.21\|4.30\|4.20\|424517;2026-06-16\|4.36\|2.11\|4.34\|4.56\|4.34\|690724;2026-06-17\|4.49\|2.98\|4.32\|4.68\|4.21\|929765;2026-06-18\|4.33\|-3.56\|4.40\|4.41\|4.30\|499989;2026-06-22\|4.27\|-1.39\|4.33\|4.34\|4.17\|450064;2026-06-23\|4.25\|-0.47\|4.23\|4.35\|4.22\|360628;2026-06-24\|4.10\|-3.53\|4.25\|4.26\|4.08\|381529;2026-06-25\|3.90\|-4.88\|4.10\|4.11\|3.89\|473843;2026-06-26\|3.79\|-2.82\|3.87\|3.88\|3.78\|322224;2026-06-29\|3.81\|0.53\|3.76\|3.83\|3.60\|409693;2026-06-30\|3.77\|-1.05\|3.79\|3.81\|3.73\|248021;2026-07-01\|3.86\|2.39\|3.77\|3.87\|3.76\|293713;2026-07-02\|3.80\|-1.55\|3.82\|3.92\|3.78\|308774;2026-07-03\|3.86\|1.58\|3.82\|3.88\|3.79\|261695;2026-07-06\|3.74\|-3.11\|3.86\|3.88\|3.73\|267148;2026-07-07\|3.63\|-2.94\|3.72\|3.74\|3.62\|231203;2026-07-08\|3.57\|-1.65\|3.62\|3.64\|3.54\|220552;2026-07-09\|3.61\|1.12\|3.58\|3.64\|3.50\|276106;2026-07-10\|3.73\|3.32\|3.62\|3.79\|3.62\|421170;2026-07-13\|3.57\|-3.77\|3.70\|3.73\|3.56\|262955;2026-07-14\|3.63\|1.68\|3.55\|3.66\|3.53\|216412;2026-07-15\|3.72\|2.48\|3.60\|3.75\|3.58\|290826;2026-07-16\|4.09\|9.95\|3.73\|4.09\|3.68\|882485;2026-07-17\|3.98\|-2.69\|4.49\|4.50\|3.98\|1481225;2026-07-20\|3.82\|-4.02\|3.68\|3.97\|3.68\|890100;2026-07-21\|3.99\|4.45\|3.80\|4.08\|3.75\|908497;2026-07-22\|3.82\|-4.26\|3.87\|3.92\|3.73\|686259;2026-07-23\|4.20\|9.95\|3.77\|4.20\|3.68\|927064;2026-07-24\|3.98\|-5.24\|4.13\|4.18\|3.98\|916964;2026-07-27\|4.02\|1.00\|3.90\|4.03\|3.87\|508648;2026-07-28\|4.02\|0.00\|3.98\|4.09\|3.96\|456123;2026-07-29\|4.03\|0.25\|3.99\|4.06\|3.98\|408793;2026-07-30\|4.05\|0.50\|4.04\|4.14\|4.01\|577438;2026-07-31\|4.12\|1.73\|4.08\|4.14\|4.02\|568117;2026-08-03\|4.22\|2.43\|4.11\|4.30\|4.06\|649633;2026-08-04\|4.26\|0.95\|4.18\|4.36\|4.17\|670959;2026-08-05\|4.69\|10.09\|4.67\|4.69\|4.67\|465631;2026-08-06\|4.89\|4.26\|4.69\|5.16\|4.58\|2595311;2026-08-07\|4.55\|-6.95\|4.72\|4.80\|4.50\|1575751;2026-08-10\|4.56\|0.22\|4.46\|4.58\|4.45\|884124;2026-08-11\|5.02\|10.09\|4.54\|5.02\|4.50\|1994664;2026-08-12\|5.25\|4.58\|5.12\|5.50\|4.93\|2809437;2026-08-13\|4.87\|-7.24\|5.08\|5.08\|4.87\|1796918;2026-08-14\|5.08\|4.31\|4.82\|5.18\|4.75\|1666074;2026-08-17\|4.93\|-2.95\|5.00\|5.05\|4.86\|1027859;2026-08-18\|4.67\|-5.27\|4.91\|4.91\|4.66\|1015727;2026-08-19\|4.56\|-2.36\|4.71\|4.84\|4.51\|778248;2026-08-20\|4.46\|-2.19\|4.53\|4.59\|4.41\|667969;2026-08-21\|4.43\|-0.67\|4.42\|4.45\|4.26\|557131;2026-08-24\|4.56\|2.93\|4.73\|4.86\|4.56\|1132450;2026-08-25\|4.60\|0.88\|4.33\|4.71\|4.32\|868023;2026-08-26\|4.67\|1.52\|4.53\|4.72\|4.50\|800441;2026-08-27\|4.61\|-1.28\|4.60\|4.68\|4.53\|702347;2026-08-28\|4.51\|-2.17\|4.65\|4.65\|4.51\|519529;2026-08-31\|4.74\|5.10\|4.52\|4.92\|4.46\|1057215;2026-09-01\|4.98\|5.06\|4.77\|5.05\|4.74\|1422944;2026-09-02\|4.68\|-6.02\|4.81\|4.84\|4.66\|859099;2026-09-03\|5.15\|10.04\|4.69\|5.15\|4.66\|1881872;2026-09-04\|5.01\|-2.72\|5.67\|5.67\|5.00\|3186623;2026-09-07\|5.01\|0.00\|5.04\|5.24\|4.99\|2057795;2026-09-08\|4.92\|-1.80\|4.99\|5.00\|4.85\|1364891;2026-09-09\|4.78\|-2.85\|4.86\|4.89\|4.75\|970387;2026-09-10\|4.67\|-2.30\|4.73\|4.76\|4.65\|649571;2026-09-11\|4.60\|-1.50\|4.61\|4.64\|4.49\|704376;2026-09-14\|4.56\|-0.87\|4.60\|4.61\|4.54\|412189;2026-09-15\|4.45\|-2.41\|4.56\|4.57\|4.44\|397945
113434	长鑫存储过会	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|200537;2026-07-22\|143.75\|4.65\|138.00\|155.00\|138.00\|270760;2026-07-23\|135.33\|-5.86\|144.97\|147.77\|133.80\|148689;2026-07-24\|134.03\|-0.96\|134.51\|139.68\|132.10\|139213;2026-07-27\|132.70\|-0.99\|133.47\|137.25\|124.64\|180845;2026-07-28\|115.08\|-13.28\|128.63\|131.90\|113.18\|192593;2026-07-29\|113.63\|-1.26\|116.00\|118.53\|106.00\|208838;2026-07-30\|98.47\|-13.34\|113.01\|116.00\|97.04\|228712;2026-07-31\|114.11\|15.88\|113.21\|118.16\|108.32\|263595;2026-08-03\|105.86\|-7.23\|112.20\|116.20\|104.00\|168761;2026-08-04\|115.01\|8.64\|109.08\|117.44\|105.01\|163989;2026-08-05\|128.01\|11.30\|115.19\|130.60\|115.19\|221945;2026-08-06\|130.70\|2.10\|124.00\|134.77\|123.46\|162495;2026-08-07\|137.51\|5.21\|130.12\|139.50\|128.05\|149708;2026-08-10\|141.31\|2.76\|140.26\|144.65\|131.28\|167999;2026-08-11\|140.00\|-0.93\|140.00\|147.50\|137.18\|128354;2026-08-12\|136.90\|-2.21\|139.88\|140.00\|134.80\|114552;2026-08-13\|135.77\|-0.83\|140.00\|143.20\|135.60\|128086;2026-08-14\|143.00\|5.33\|140.00\|143.43\|136.00\|117274;2026-08-17\|139.81\|-2.23\|143.79\|145.80\|126.00\|283021;2026-08-18\|143.58\|2.70\|139.00\|144.98\|135.66\|188577;2026-08-19\|120.00\|-16.42\|135.80\|139.80\|118.70\|249350;2026-08-20\|121.81\|1.51\|125.00\|125.65\|119.39\|150158;2026-08-21\|124.35\|2.09\|121.97\|126.42\|119.57\|99206;2026-08-24\|115.07\|-7.46\|124.00\|124.00\|111.00\|158153;2026-08-25\|117.32\|1.96\|113.20\|118.33\|108.75\|126567;2026-08-26\|120.40\|2.63\|118.41\|124.99\|115.59\|114170;2026-08-27\|129.55\|7.60\|122.16\|131.48\|119.01\|190892;2026-08-28\|119.58\|-7.70\|128.13\|129.55\|119.33\|135936;2026-08-31\|125.23\|4.72\|116.94\|126.77\|115.50\|160978;2026-09-01\|122.00\|-2.58\|124.90\|127.50\|121.20\|114276;2026-09-02\|117.38\|-3.79\|120.57\|120.57\|117.00\|82497;2026-09-03\|118.76\|1.18\|119.99\|121.00\|116.35\|71067;2026-09-04\|114.00\|-4.01\|120.00\|122.76\|112.77\|82284;2026-09-07\|120.52\|5.72\|116.20\|121.87\|115.00\|98622;2026-09-08\|114.85\|-4.70\|120.08\|121.99\|114.20\|72831;2026-09-09\|118.40\|3.09\|115.29\|120.36\|114.74\|90524;2026-09-10\|111.59\|-5.75\|119.45\|123.24\|109.29\|175904;2026-09-11\|107.00\|-4.11\|108.63\|109.75\|103.10\|146236;2026-09-14\|105.29\|-1.60\|106.85\|108.45\|103.60\|108276;2026-09-15\|108.89\|3.42\|106.00\|112.96\|106.00\|140809
113433	长鑫存储过会	半导体洁净室+PCB+可转债批复行业原因：光大证券指出，一系列经济数据表明，人工智能基础设施的持续高涨，使高端算力芯片和存储芯片等算力建设硬件方面的需求成为最确定的主线。公司原因： 1、据2026年6月17日公告，公司向不特定对象发行可转换公司债券申请获得上海证券交易所上市审核委员会审核通过，拟募资用于含泰国项目在内的高科技产业专项工程。 2、据2026年5月29日机构调研，公司已陆续在泰国、越南和大陆市场承接来自PCB行业的洁净室工程订单，2025年度境外营收12.54亿元，同比增长85.11%，占总营收比例提升至41.99%。 3、据2026年6月27日异常波动公告，公司主营洁净室系统集成工程，具备半导体全产业链洁净室施工能力，服务涵盖IC制造、封测等环节，与下游头部客户建立长期合作。	公司提供英诺赛科（苏州）半导体禅额眼帘洁净室工程服务，核心技术覆盖气流管理、微分子污染控制等领域，已实现量产配套	2026-05-12\|102.99\|-3.02\|106.00\|106.95\|101.30\|29417;2026-05-13\|104.41\|1.38\|102.60\|106.29\|100.90\|23083;2026-05-14\|106.79\|2.28\|104.40\|109.63\|101.62\|39472;2026-05-15\|110.75\|3.71\|105.97\|114.99\|105.50\|60045;2026-05-18\|110.98\|0.21\|110.85\|113.98\|108.30\|49849;2026-05-19\|122.08\|10.00\|115.00\|122.08\|107.00\|52947;2026-05-20\|128.21\|5.02\|123.50\|133.95\|120.09\|66562;2026-05-21\|115.39\|-10.00\|124.50\|126.58\|115.39\|51684;2026-05-22\|112.82\|-2.23\|115.30\|116.55\|107.10\|42366;2026-05-25\|109.68\|-2.78\|113.04\|114.05\|108.00\|31840;2026-05-26\|104.20\|-5.00\|108.18\|108.40\|100.03\|38223;2026-05-27\|112.38\|7.85\|104.21\|114.49\|104.03\|46211;2026-05-28\|112.45\|0.06\|111.15\|114.38\|110.17\|30376;2026-05-29\|103.66\|-7.82\|113.85\|114.00\|103.25\|33138;2026-06-01\|101.64\|-1.95\|102.35\|106.23\|101.06\|19504;2026-06-02\|98.97\|-2.63\|100.51\|102.60\|96.10\|24939;2026-06-03\|97.19\|-1.80\|98.98\|100.46\|96.50\|29047;2026-06-04\|100.10\|2.99\|96.72\|101.20\|94.00\|24874;2026-06-05\|101.02\|0.92\|100.29\|104.61\|98.01\|28523;2026-06-08\|96.85\|-4.13\|93.00\|103.00\|93.00\|20403;2026-06-09\|106.54\|10.01\|97.58\|106.54\|97.58\|20786;2026-06-10\|106.12\|-0.39\|108.70\|115.70\|106.00\|70031;2026-06-11\|115.03\|8.40\|104.85\|115.06\|103.69\|66540;2026-06-12\|113.27\|-0.97\|115.99\|118.50\|111.01\|56969;2026-06-15\|111.88\|-1.23\|112.00\|113.17\|106.90\|42303;2026-06-16\|115.18\|2.95\|111.00\|115.32\|107.76\|49512;2026-06-17\|120.16\|4.32\|111.72\|123.22\|110.00\|57302;2026-06-18\|112.84\|-6.09\|117.00\|119.88\|110.56\|42622;2026-06-22\|110.19\|-2.35\|112.84\|114.01\|106.77\|35107;2026-06-23\|110.45\|0.24\|108.00\|114.00\|106.40\|29196;2026-06-24\|117.60\|6.47\|112.30\|120.60\|111.39\|55201;2026-06-25\|123.25\|4.80\|122.00\|129.33\|120.53\|62976;2026-06-26\|135.58\|10.00\|123.21\|135.58\|120.55\|36841;2026-06-29\|149.14\|10.00\|140.30\|149.14\|134.97\|85054;2026-06-30\|146.50\|-1.77\|153.00\|157.00\|142.50\|77525;2026-07-01\|144.00\|-1.71\|148.00\|149.35\|141.57\|55752;2026-07-02\|129.60\|-10.00\|135.00\|143.75\|129.60\|53580;2026-07-03\|125.40\|-3.24\|129.60\|130.70\|124.00\|40506;2026-07-06\|119.12\|-5.01\|127.35\|127.49\|116.00\|28949;2026-07-07\|115.56\|-2.99\|118.00\|119.92\|114.05\|29214;2026-07-08\|113.60\|-1.70\|115.77\|119.23\|109.20\|30607;2026-07-09\|113.61\|0.01\|114.47\|117.39\|109.40\|31489;2026-07-10\|114.99\|1.21\|115.99\|122.16\|113.87\|61828;2026-07-13\|111.66\|-2.90\|110.01\|118.10\|110.00\|39468;2026-07-14\|112.50\|0.75\|110.93\|116.66\|105.00\|45450;2026-07-15\|101.25\|-10.00\|113.83\|113.83\|101.25\|39334;2026-07-16\|91.13\|-10.00\|95.69\|98.00\|91.13\|41365;2026-07-17\|82.02\|-10.00\|90.35\|91.00\|82.02\|41431;2026-07-20\|73.82\|-10.00\|82.02\|82.88\|73.82\|36712;2026-07-21\|80.11\|8.52\|73.82\|80.19\|66.44\|65098;2026-07-22\|75.77\|-5.42\|77.34\|80.46\|74.93\|41852;2026-07-23\|74.51\|-1.66\|75.72\|77.70\|73.86\|25743;2026-07-24\|73.18\|-1.78\|73.05\|77.24\|72.21\|23462;2026-07-27\|76.26\|4.21\|73.50\|76.26\|71.71\|27505;2026-07-28\|70.65\|-7.36\|74.68\|76.98\|70.00\|27405;2026-07-29\|77.72\|10.01\|77.72\|77.72\|77.72\|14793;2026-07-30\|69.95\|-10.00\|81.22\|81.22\|69.95\|36076;2026-07-31\|73.23\|4.69\|72.00\|75.78\|70.77\|70582;2026-08-03\|67.00\|-8.51\|72.80\|72.80\|66.68\|45000;2026-08-04\|73.70\|10.00\|68.03\|73.70\|66.78\|52997;2026-08-05\|77.87\|5.66\|73.88\|78.99\|73.30\|45090;2026-08-06\|80.54\|3.43\|77.00\|81.88\|76.26\|37629;2026-08-07\|82.60\|2.56\|81.26\|82.99\|78.60\|31762;2026-08-10\|83.06\|0.56\|83.36\|83.36\|79.70\|31097;2026-08-11\|83.98\|1.11\|82.00\|84.56\|81.69\|25322;2026-08-12\|84.68\|0.83\|85.26\|85.80\|83.24\|23159;2026-08-13\|85.31\|0.74\|85.10\|87.98\|85.00\|29703;2026-08-14\|86.89\|1.85\|85.98\|87.50\|83.83\|25399;2026-08-17\|91.56\|5.37\|86.89\|91.65\|86.58\|38781;2026-08-18\|90.58\|-1.07\|91.21\|92.58\|88.41\|31675;2026-08-19\|83.45\|-7.87\|87.00\|88.84\|82.80\|28637;2026-08-20\|82.86\|-0.71\|85.60\|85.85\|82.12\|25669;2026-08-21\|82.29\|-0.69\|82.54\|83.79\|80.90\|27874;2026-08-24\|80.10\|-2.66\|82.20\|82.54\|77.95\|27855;2026-08-25\|79.54\|-0.70\|78.38\|80.39\|75.72\|17066;2026-08-26\|79.18\|-0.45\|79.85\|80.49\|78.54\|14651;2026-08-27\|80.28\|1.39\|78.57\|80.75\|77.28\|21342;2026-08-28\|81.16\|1.10\|79.80\|84.80\|79.80\|29323;2026-08-31\|80.41\|-0.92\|80.00\|81.75\|78.02\|22604;2026-09-01\|78.36\|-2.55\|80.41\|80.46\|77.88\|18616;2026-09-02\|77.01\|-1.72\|77.20\|77.75\|76.03\|14065;2026-09-03\|78.03\|1.32\|77.60\|79.88\|77.44\|19763;2026-09-04\|76.20\|-2.35\|79.20\|80.86\|75.60\|24244;2026-09-07\|77.83\|2.14\|77.00\|78.57\|76.50\|16626;2026-09-08\|85.61\|10.00\|78.12\|85.61\|77.00\|47128;2026-09-09\|85.08\|-0.62\|85.20\|92.37\|84.75\|73622;2026-09-10\|83.21\|-2.20\|84.86\|86.88\|82.83\|43303;2026-09-11\|79.76\|-4.15\|81.83\|83.21\|77.50\|36526;2026-09-14\|79.52\|-0.30\|79.26\|80.98\|77.10\|22106;2026-09-15\|78.96\|-0.70\|78.96\|82.21\|78.11\|24357
113432	长鑫存储过会	安全芯片+卫星通信+央企行业原因： 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4月23日年报，公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系。 2、据2026年5月25日投资者关系活动记录表，公司将持续聚焦专用卫星通信等方向，推进“低轨+5G+自组网”空天地一体化能力提升；据2025年9月23日业绩说明会，公司前瞻布局低轨卫星通信领域，产品涵盖终端设备、相控阵天线、安全芯片等，成功切入卫星通信市场。 3、据2026年4月23日年报，公司控股股东为中国信息通信科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。	1、中国信息通信科技集团旗下，聚焦集成电路设计和特种通信领域；公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系； 2、公司已布局低轨卫星通信领域，产品包括卫星通信终端、相控阵天线，成功进入卫星通信市场	2026-05-12\|10.10\|3.91\|10.09\|10.69\|9.98\|2102738;2026-05-13\|10.16\|0.59\|9.76\|10.36\|9.75\|1480631;2026-05-14\|9.50\|-6.50\|10.11\|10.21\|9.49\|1044020;2026-05-15\|9.31\|-2.00\|9.37\|9.92\|9.21\|771263;2026-05-18\|9.29\|-0.21\|9.24\|9.54\|9.13\|517788;2026-05-19\|9.37\|0.86\|9.29\|9.62\|9.08\|549553;2026-05-20\|9.11\|-2.77\|9.20\|9.34\|9.06\|433765;2026-05-21\|8.64\|-5.16\|9.15\|9.28\|8.61\|618447;2026-05-22\|8.78\|1.62\|8.67\|8.82\|8.61\|369524;2026-05-25\|8.95\|1.94\|8.82\|8.98\|8.78\|358314;2026-05-26\|8.56\|-4.36\|8.89\|8.89\|8.41\|357957;2026-05-27\|8.22\|-3.97\|8.52\|8.57\|8.16\|296405;2026-05-28\|8.37\|1.82\|8.22\|8.45\|8.06\|294278;2026-05-29\|8.00\|-4.42\|8.37\|8.38\|7.95\|321069;2026-06-01\|8.05\|0.62\|8.00\|8.20\|7.92\|223855;2026-06-02\|8.05\|0.00\|8.07\|8.25\|7.81\|322640;2026-06-03\|8.86\|10.06\|8.17\|8.86\|8.14\|319776;2026-06-04\|9.25\|4.40\|8.87\|9.25\|8.84\|1129465;2026-06-05\|8.97\|-3.03\|8.94\|9.20\|8.71\|693088;2026-06-08\|8.49\|-5.35\|8.61\|8.94\|8.36\|537774;2026-06-09\|9.34\|10.01\|8.54\|9.34\|8.50\|269843;2026-06-10\|9.30\|-0.43\|9.67\|9.70\|9.22\|991793;2026-06-11\|9.41\|1.18\|9.16\|9.61\|9.07\|782339;2026-06-12\|9.19\|-2.34\|9.53\|9.60\|9.15\|608623;2026-06-15\|9.37\|1.96\|9.11\|9.46\|9.01\|593097;2026-06-16\|9.63\|2.77\|9.30\|10.01\|9.15\|773546;2026-06-17\|9.26\|-3.84\|9.38\|9.39\|9.20\|529155;2026-06-18\|9.01\|-2.70\|9.10\|9.35\|8.91\|438000;2026-06-22\|9.08\|0.78\|8.80\|9.10\|8.56\|517818;2026-06-23\|9.31\|2.53\|8.98\|9.58\|8.88\|562223;2026-06-24\|9.08\|-2.47\|9.19\|9.48\|8.90\|421257;2026-06-25\|9.57\|5.40\|9.08\|9.58\|9.00\|750182;2026-06-26\|9.75\|1.88\|9.45\|9.80\|9.31\|812922;2026-06-29\|9.24\|-5.23\|9.63\|9.77\|8.99\|609982;2026-06-30\|9.65\|4.44\|9.08\|9.70\|8.80\|647008;2026-07-01\|9.66\|0.10\|9.53\|9.86\|9.48\|628603;2026-07-02\|9.44\|-2.28\|9.37\|9.93\|9.20\|609643;2026-07-03\|9.07\|-3.92\|9.35\|9.66\|9.07\|548107;2026-07-06\|8.38\|-7.61\|9.00\|9.07\|8.37\|505593;2026-07-07\|8.48\|1.19\|8.30\|8.53\|8.18\|280583;2026-07-08\|8.10\|-4.48\|8.40\|8.42\|8.04\|287066;2026-07-09\|8.45\|4.32\|8.20\|8.47\|8.00\|315638;2026-07-10\|8.40\|-0.59\|8.38\|8.75\|8.33\|359544;2026-07-13\|8.08\|-3.81\|8.41\|8.48\|8.07\|258239;2026-07-14\|7.36\|-8.91\|8.03\|8.04\|7.27\|480402;2026-07-15\|7.32\|-0.54\|7.30\|7.44\|7.10\|242747;2026-07-16\|7.16\|-2.19\|7.21\|7.35\|7.12\|212802;2026-07-17\|6.84\|-4.47\|7.11\|7.16\|6.80\|251498;2026-07-20\|6.86\|0.29\|6.87\|6.99\|6.75\|209494;2026-07-21\|7.04\|2.62\|6.87\|7.05\|6.47\|291757;2026-07-22\|6.83\|-2.98\|6.97\|6.99\|6.81\|188816;2026-07-23\|6.90\|1.02\|6.80\|6.93\|6.75\|168696;2026-07-24\|6.65\|-3.62\|6.81\|6.88\|6.64\|148154;2026-07-27\|6.79\|2.11\|6.60\|6.82\|6.60\|131037;2026-07-28\|6.87\|1.18\|6.70\|6.99\|6.70\|209718;2026-07-29\|7.02\|2.18\|6.88\|7.02\|6.73\|220094;2026-07-30\|6.89\|-1.85\|6.93\|7.04\|6.81\|181071;2026-07-31\|7.01\|1.74\|7.04\|7.10\|6.99\|210110;2026-08-03\|7.06\|0.71\|6.93\|7.06\|6.92\|144256;2026-08-04\|7.17\|1.56\|7.03\|7.22\|7.03\|176255;2026-08-05\|7.25\|1.12\|7.17\|7.27\|7.13\|209478;2026-08-06\|7.28\|0.41\|7.19\|7.34\|7.17\|207142;2026-08-07\|7.20\|-1.10\|7.32\|7.35\|7.15\|161847;2026-08-10\|7.27\|0.97\|7.17\|7.27\|7.07\|164441;2026-08-11\|7.16\|-1.51\|7.21\|7.24\|7.12\|128278;2026-08-12\|7.24\|1.12\|7.17\|7.26\|7.14\|140794;2026-08-13\|7.13\|-1.52\|7.28\|7.36\|7.12\|161592;2026-08-14\|7.84\|9.96\|7.17\|7.84\|7.17\|537376;2026-08-17\|8.10\|3.32\|7.96\|8.18\|7.64\|874202;2026-08-18\|7.72\|-4.69\|8.00\|8.02\|7.62\|495721;2026-08-19\|7.36\|-4.66\|7.63\|7.72\|7.33\|307123;2026-08-20\|7.58\|2.99\|7.41\|7.69\|7.32\|303769;2026-08-21\|7.47\|-1.45\|7.42\|7.49\|7.30\|203868;2026-08-24\|7.85\|5.09\|7.46\|8.22\|7.40\|496467;2026-08-25\|7.87\|0.25\|7.65\|7.97\|7.65\|343534;2026-08-26\|8.01\|1.78\|7.83\|8.08\|7.75\|378181;2026-08-27\|7.93\|-1.00\|7.95\|7.96\|7.79\|287542;2026-08-28\|7.77\|-2.02\|8.00\|8.00\|7.77\|287179;2026-08-31\|8.03\|3.35\|7.71\|8.28\|7.58\|429996;2026-09-01\|7.97\|-0.75\|7.81\|8.01\|7.81\|275674;2026-09-02\|7.75\|-2.76\|7.85\|7.98\|7.75\|192463;2026-09-03\|7.62\|-1.68\|7.81\|7.88\|7.61\|178862;2026-09-04\|7.54\|-1.05\|7.67\|7.72\|7.49\|171446;2026-09-07\|7.58\|0.53\|7.54\|7.62\|7.49\|111722;2026-09-08\|7.68\|1.32\|7.61\|7.79\|7.58\|160007;2026-09-09\|7.95\|3.52\|7.66\|8.26\|7.63\|392400;2026-09-10\|8.01\|0.75\|7.79\|8.10\|7.72\|322769;2026-09-11\|8.15\|1.75\|7.88\|8.25\|7.84\|493462;2026-09-14\|7.90\|-3.07\|8.01\|8.15\|7.86\|301426;2026-09-15\|7.68\|-2.78\|7.90\|8.13\|7.66\|273963
113431	长鑫存储过会	半导体超纯水膜+盐湖提锂+膜材料+央企行业原因：据上证报6月9日报道，智利5月碳酸锂出口至中国的数量环比大幅减少40.8%，超出市场预期。储能产业是当前碳酸锂市场最大看点，也是拉动碳酸锂需求增长的核心引擎。公司原因： 1、据2026年6月1日及6月5日投资者关系活动记录表，公司超纯水系列膜产品已应用于半导体芯片等高端制造领域，正积极推进进口替代，产品性能取得显著进步并已实现应用。 2、据2026年4月8日公告，2026年1-3月新签膜分离工程业务合同中，盐湖提锂领域合同金额为954.89万元；据2026年5月11日投资者关系活动记录表，公司在盐湖提锂方面具备特色工艺解决方案，材料和工程端均有实质性业务落地。 3、据2025年年报，公司是国内反渗透膜及纳滤膜龙头，产品覆盖海水淡化、工业超纯水、新能源浓缩分离等场景，销售规模连续多年居国产品牌首位。 4、公司控股股东为中车产业投资有限公司，实际控制人为国务院国有资产监督管理委员会。	1、公司膜产品在盐湖提锂领域已实现了成熟的应用，并承接了多个液体物料浓缩分离纯化的工程项目； 2、公司超纯水系列膜产品已在多家半导体企业实现稳定应用。	2026-05-12\|11.45\|-4.42\|11.98\|11.99\|11.40\|88235;2026-05-13\|11.65\|1.75\|11.45\|11.70\|11.38\|58534;2026-05-14\|11.46\|-1.63\|11.65\|11.70\|11.46\|50508;2026-05-15\|11.23\|-2.01\|11.52\|11.55\|11.15\|63139;2026-05-18\|11.07\|-1.42\|11.21\|11.21\|10.98\|50080;2026-05-19\|11.14\|0.63\|11.10\|11.15\|10.95\|41185;2026-05-20\|11.02\|-1.08\|11.08\|11.16\|10.92\|36287;2026-05-21\|10.76\|-2.36\|11.01\|11.23\|10.73\|52865;2026-05-22\|11.30\|5.02\|10.84\|11.34\|10.68\|60807;2026-05-25\|11.69\|3.45\|11.90\|12.15\|11.40\|177377;2026-05-26\|11.78\|0.77\|11.90\|12.60\|11.60\|148111;2026-05-27\|11.71\|-0.59\|11.79\|11.94\|11.55\|121872;2026-05-28\|12.88\|9.99\|11.79\|12.88\|11.70\|172124;2026-05-29\|12.85\|-0.23\|13.07\|14.10\|12.80\|419040;2026-06-01\|12.26\|-4.59\|12.78\|13.10\|12.26\|243526;2026-06-02\|12.28\|0.16\|12.53\|12.80\|12.01\|179113;2026-06-03\|12.33\|0.41\|12.28\|12.63\|12.15\|166030;2026-06-04\|12.42\|0.73\|12.03\|12.69\|11.89\|167378;2026-06-05\|12.36\|-0.48\|12.30\|12.76\|12.29\|169570;2026-06-08\|11.80\|-4.53\|11.88\|12.49\|11.62\|149830;2026-06-09\|12.98\|10.00\|12.05\|12.98\|12.02\|117654;2026-06-10\|13.82\|6.47\|12.93\|13.88\|12.64\|416763;2026-06-11\|13.58\|-1.74\|13.35\|13.62\|12.90\|272085;2026-06-12\|14.40\|6.04\|13.45\|14.40\|13.45\|365647;2026-06-15\|14.29\|-0.76\|14.12\|14.59\|13.83\|336315;2026-06-16\|14.35\|1.56\|13.93\|14.92\|13.50\|374672;2026-06-17\|15.04\|4.81\|14.00\|15.39\|13.89\|333788;2026-06-18\|15.01\|-0.20\|14.77\|15.22\|14.50\|265450;2026-06-22\|14.11\|-6.00\|14.79\|14.86\|13.51\|377377;2026-06-23\|14.01\|-0.71\|14.04\|14.34\|13.63\|241520;2026-06-24\|13.69\|-2.28\|13.60\|14.06\|13.30\|195220;2026-06-25\|13.40\|-2.12\|13.62\|13.88\|13.16\|194600;2026-06-26\|14.27\|6.49\|13.35\|14.74\|13.27\|334239;2026-06-29\|15.70\|10.02\|14.56\|15.70\|14.34\|198688;2026-06-30\|16.46\|4.84\|15.85\|16.60\|15.20\|494412;2026-07-01\|15.29\|-7.11\|15.99\|16.16\|15.12\|354444;2026-07-02\|14.87\|-2.75\|14.79\|15.36\|14.01\|251525;2026-07-03\|13.40\|-9.89\|14.65\|14.80\|13.38\|331710;2026-07-06\|12.21\|-8.88\|13.27\|13.29\|12.15\|270629;2026-07-07\|11.94\|-2.21\|12.23\|12.38\|11.90\|155211;2026-07-08\|11.35\|-4.94\|11.99\|12.06\|11.34\|140187;2026-07-09\|11.59\|2.11\|11.40\|11.65\|11.18\|151512;2026-07-10\|12.75\|10.01\|11.97\|12.75\|11.97\|141482;2026-07-13\|14.03\|10.04\|12.74\|14.03\|12.68\|479853;2026-07-14\|13.80\|-1.64\|13.70\|14.19\|13.23\|412448;2026-07-15\|12.86\|-6.81\|13.90\|13.94\|12.83\|300574;2026-07-16\|14.15\|10.03\|12.71\|14.15\|12.60\|167776;2026-07-17\|14.00\|-1.06\|14.07\|15.24\|13.92\|642394;2026-07-20\|12.60\|-10.00\|13.76\|14.12\|12.60\|485386;2026-07-21\|12.19\|-3.25\|12.41\|12.48\|11.34\|452441;2026-07-22\|11.88\|-2.54\|11.86\|12.08\|11.70\|264143;2026-07-23\|12.00\|1.01\|11.96\|12.21\|11.81\|190221;2026-07-24\|11.63\|-3.08\|11.71\|12.10\|11.61\|145215;2026-07-27\|11.93\|2.58\|11.58\|11.93\|11.20\|151050;2026-07-28\|11.42\|-4.27\|11.80\|12.10\|11.36\|155236;2026-07-29\|11.25\|-1.49\|11.43\|11.49\|10.93\|171471;2026-07-30\|10.50\|-6.67\|11.17\|11.22\|10.44\|198727;2026-07-31\|10.71\|2.00\|10.89\|11.18\|10.71\|135549;2026-08-03\|10.83\|1.12\|10.74\|10.87\|10.64\|80435;2026-08-04\|11.13\|2.77\|10.94\|11.16\|10.84\|97534;2026-08-05\|11.45\|2.88\|11.15\|11.46\|11.07\|127769;2026-08-06\|11.55\|0.87\|11.32\|11.55\|11.31\|114618;2026-08-07\|11.60\|0.43\|11.58\|11.60\|11.24\|102658;2026-08-10\|11.67\|0.60\|11.51\|11.68\|11.46\|80188;2026-08-11\|11.62\|-0.43\|11.61\|11.75\|11.46\|80402;2026-08-12\|11.82\|1.72\|11.57\|11.82\|11.55\|69070;2026-08-13\|11.55\|-2.28\|11.88\|11.90\|11.51\|88195;2026-08-14\|11.74\|1.65\|11.56\|11.75\|11.53\|57308;2026-08-17\|11.90\|1.36\|11.73\|11.91\|11.55\|71623;2026-08-18\|11.78\|-1.01\|11.90\|11.97\|11.68\|54862;2026-08-19\|11.15\|-5.35\|11.59\|11.62\|11.10\|81053;2026-08-20\|11.09\|-0.54\|11.21\|11.30\|11.03\|53679;2026-08-21\|11.50\|3.70\|11.15\|11.64\|11.11\|114013;2026-08-24\|11.32\|-1.57\|11.42\|11.53\|11.16\|73733;2026-08-25\|11.41\|0.80\|11.25\|11.48\|11.12\|51973;2026-08-26\|11.45\|0.35\|11.43\|11.55\|11.37\|59765;2026-08-27\|11.53\|0.70\|11.41\|11.60\|11.35\|62153;2026-08-28\|11.59\|0.52\|11.55\|11.65\|11.49\|63473;2026-08-31\|11.70\|0.95\|11.48\|11.73\|11.41\|64688;2026-09-01\|11.60\|-0.85\|11.75\|11.81\|11.54\|58975;2026-09-02\|11.51\|-0.78\|11.51\|11.58\|11.39\|44512;2026-09-03\|11.52\|0.09\|11.56\|11.64\|11.33\|53378;2026-09-04\|11.33\|-1.65\|11.51\|11.74\|11.27\|70062;2026-09-07\|11.31\|-0.18\|11.29\|11.42\|11.20\|51266;2026-09-08\|11.42\|0.97\|11.32\|11.52\|11.27\|53031;2026-09-09\|11.65\|2.01\|11.42\|11.66\|11.36\|73092;2026-09-10\|11.53\|-1.03\|11.64\|11.66\|11.46\|46681;2026-09-11\|11.27\|-2.25\|11.41\|11.44\|11.08\|67959;2026-09-14\|11.38\|0.98\|11.20\|11.46\|11.16\|44196;2026-09-15\|11.21\|-1.49\|11.38\|11.42\|11.18\|41359
113430	长鑫存储过会	重大资产重组+存储芯片+电子元器件分销行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月9日公告，公司披露重组报告书草案，拟以发行股份及支付现金方式购买上海肖克利100%股份，交易作价8.97亿元，扩大电子元器件分销业务规模。 2、据2026年3月31日年报，公司依托2024年底获取的长江存储代理权，重点加大存储芯片供应体量，综合类芯片和存储芯片已成为分销业务营收增长的重要驱动力；据2026年5月27日互动易，公司确认已取得长江存储代理资质。 3、据2026年3月31日年报，公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售，产品覆盖射频芯片、存储芯片、被动元件等，应用领域包括手机、智能设备等。	公司依托2024年底取得的长江存储代理权，2025年存储芯片及综合类芯片分销收入同比增16.17%，成为分销业务核心驱动力	2026-05-12\|8.03\|-1.95\|8.17\|8.17\|7.96\|419133;2026-05-13\|8.26\|2.86\|7.91\|8.28\|7.84\|555970;2026-05-14\|8.27\|0.12\|8.28\|8.60\|8.04\|823415;2026-05-15\|8.20\|-0.85\|8.17\|8.40\|8.11\|560723;2026-05-18\|8.19\|-0.12\|8.15\|8.37\|8.05\|423890;2026-05-19\|8.34\|1.83\|8.19\|8.35\|8.02\|470948;2026-05-20\|8.73\|4.68\|8.39\|8.82\|8.36\|1046920;2026-05-21\|8.09\|-7.33\|8.68\|8.68\|8.08\|835440;2026-05-22\|8.90\|10.01\|8.09\|8.90\|8.01\|1339650;2026-05-25\|9.25\|3.93\|9.11\|9.79\|9.01\|1865796;2026-05-26\|9.95\|7.57\|9.24\|10.18\|8.98\|1776755;2026-05-27\|9.16\|-7.94\|9.72\|9.72\|9.15\|1335026;2026-05-28\|9.67\|5.57\|9.16\|9.88\|8.92\|1186223;2026-05-29\|8.70\|-10.03\|9.50\|9.50\|8.70\|1016707;2026-06-01\|8.50\|-2.30\|8.48\|8.84\|8.40\|622034;2026-06-02\|8.70\|2.35\|8.48\|8.83\|8.24\|712247;2026-06-03\|8.79\|1.03\|8.61\|8.95\|8.56\|804404;2026-06-04\|9.67\|10.01\|8.52\|9.67\|8.46\|991182;2026-06-05\|9.42\|-2.59\|9.63\|9.85\|9.35\|1398299;2026-06-08\|9.13\|-3.08\|9.12\|9.57\|8.94\|892157;2026-06-09\|10.04\|9.97\|9.78\|10.04\|9.09\|1821016;2026-06-10\|9.69\|-3.49\|10.18\|10.37\|9.61\|1543199;2026-06-11\|9.42\|-2.79\|9.55\|9.79\|9.22\|983648;2026-06-12\|8.63\|-8.39\|9.62\|9.75\|8.55\|1370879;2026-06-15\|9.04\|4.75\|8.76\|9.28\|8.73\|1070985;2026-06-16\|9.15\|1.22\|9.05\|9.27\|8.70\|1036092;2026-06-17\|9.21\|0.66\|8.92\|9.32\|8.89\|971299;2026-06-18\|8.79\|-4.56\|9.15\|9.69\|8.70\|1135462;2026-06-22\|8.08\|-8.08\|8.80\|8.91\|7.91\|1154572;2026-06-23\|8.01\|-0.87\|7.90\|8.23\|7.71\|666306;2026-06-24\|7.77\|-3.00\|7.89\|7.96\|7.50\|619050;2026-06-25\|8.14\|4.76\|7.95\|8.22\|7.60\|781030;2026-06-26\|7.60\|-6.63\|7.90\|7.90\|7.60\|567692;2026-06-29\|7.12\|-6.32\|7.60\|7.62\|7.07\|558273;2026-06-30\|7.59\|6.60\|7.12\|7.67\|7.06\|657715;2026-07-01\|7.54\|-0.66\|7.62\|7.66\|7.36\|514003;2026-07-02\|7.36\|-2.39\|7.42\|7.69\|7.22\|463680;2026-07-03\|7.35\|-0.14\|7.35\|7.48\|7.21\|356536;2026-07-06\|7.23\|-1.63\|7.43\|7.49\|7.22\|337148;2026-07-07\|7.07\|-2.21\|7.16\|7.23\|7.03\|324607;2026-07-08\|6.67\|-5.66\|7.03\|7.07\|6.62\|398372;2026-07-09\|7.01\|5.10\|6.75\|7.05\|6.61\|419362;2026-07-10\|7.11\|1.43\|6.95\|7.34\|6.91\|461600;2026-07-13\|6.49\|-8.72\|6.98\|7.03\|6.42\|413210;2026-07-14\|6.46\|-0.46\|6.40\|6.49\|6.08\|360396;2026-07-15\|6.25\|-3.25\|6.48\|6.58\|6.24\|247964;2026-07-16\|6.12\|-2.08\|6.22\|6.31\|6.10\|233169;2026-07-17\|5.69\|-7.03\|6.06\|6.09\|5.62\|316283;2026-07-20\|5.44\|-4.39\|5.79\|5.83\|5.36\|282440;2026-07-21\|5.71\|4.96\|5.45\|5.71\|5.06\|386523;2026-07-22\|5.75\|0.70\|5.64\|6.06\|5.61\|431477;2026-07-23\|5.76\|0.17\|5.69\|5.76\|5.63\|228465;2026-07-24\|6.34\|10.07\|5.66\|6.34\|5.63\|564069;2026-07-27\|6.93\|9.31\|6.45\|6.97\|6.40\|1020253;2026-07-28\|6.66\|-3.90\|6.44\|6.84\|6.44\|754389;2026-07-29\|6.71\|0.75\|6.60\|6.72\|6.41\|530878;2026-07-30\|7.00\|4.32\|6.65\|7.33\|6.41\|855294;2026-07-31\|6.93\|-1.00\|7.20\|7.44\|6.93\|894549;2026-08-03\|6.71\|-3.17\|6.60\|6.78\|6.52\|555256;2026-08-04\|6.72\|0.15\|6.82\|6.82\|6.63\|427679;2026-08-05\|7.08\|5.36\|6.65\|7.17\|6.65\|648707;2026-08-06\|6.90\|-2.54\|6.90\|7.01\|6.80\|444411;2026-08-07\|6.84\|-0.87\|6.86\|6.94\|6.67\|352424;2026-08-10\|6.92\|1.17\|6.83\|6.96\|6.77\|313670;2026-08-11\|6.83\|-1.30\|6.88\|6.93\|6.80\|262709;2026-08-12\|7.19\|5.27\|6.96\|7.21\|6.86\|597164;2026-08-13\|6.90\|-4.03\|7.26\|7.32\|6.90\|524637;2026-08-14\|6.85\|-0.72\|6.92\|6.98\|6.74\|274434;2026-08-17\|7.54\|10.07\|6.85\|7.54\|6.76\|818955;2026-08-18\|7.74\|2.65\|7.55\|7.96\|7.55\|1344567;2026-08-19\|7.20\|-6.98\|7.49\|7.66\|7.18\|787925;2026-08-20\|7.17\|-0.42\|7.35\|7.44\|7.08\|512633;2026-08-21\|7.11\|-0.84\|7.06\|7.19\|7.03\|372058;2026-08-24\|7.31\|2.81\|7.17\|7.45\|7.03\|588666;2026-08-25\|6.99\|-4.38\|7.05\|7.10\|6.58\|679327;2026-08-26\|6.89\|-1.43\|6.90\|7.01\|6.86\|361710;2026-08-27\|7.04\|2.18\|6.91\|7.09\|6.89\|392959;2026-08-28\|6.99\|-0.71\|6.99\|7.20\|6.97\|351875;2026-08-31\|7.06\|1.00\|6.90\|7.06\|6.86\|301545;2026-09-01\|7.10\|0.57\|7.09\|7.19\|7.01\|323745;2026-09-02\|7.40\|4.23\|7.00\|7.66\|6.88\|820020;2026-09-03\|7.13\|-3.65\|7.30\|7.33\|7.10\|502064;2026-09-04\|6.98\|-2.10\|7.14\|7.23\|6.93\|386811;2026-09-07\|7.04\|0.86\|7.06\|7.09\|6.97\|234216;2026-09-08\|7.12\|1.14\|7.01\|7.30\|6.95\|377122;2026-09-09\|7.17\|0.70\|7.10\|7.34\|7.09\|373710;2026-09-10\|7.23\|0.84\|7.10\|7.35\|7.00\|435095;2026-09-11\|7.37\|1.94\|7.06\|7.46\|6.98\|648145;2026-09-14\|7.58\|2.85\|7.30\|7.70\|7.23\|732935;2026-09-15\|7.24\|-4.49\|7.39\|7.48\|7.22\|505969
113429	长鑫存储过会	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 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1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-05-12\|51.03\|1.77\|50.15\|52.60\|48.80\|586284;2026-05-13\|52.66\|3.19\|50.00\|54.66\|50.00\|572417;2026-05-14\|51.55\|-2.11\|52.67\|53.75\|51.11\|462559;2026-05-15\|51.61\|0.12\|52.66\|54.48\|50.00\|559212;2026-05-18\|50.15\|-2.83\|51.21\|52.29\|49.61\|415288;2026-05-19\|55.17\|10.01\|50.48\|55.17\|49.58\|645025;2026-05-20\|55.78\|1.11\|55.89\|57.77\|55.00\|746857;2026-05-21\|51.26\|-8.10\|55.77\|56.92\|51.18\|731692;2026-05-22\|52.23\|1.89\|51.26\|52.58\|50.68\|486905;2026-05-25\|54.16\|3.70\|52.00\|54.44\|50.51\|544111;2026-05-26\|52.80\|-2.51\|53.80\|54.45\|51.61\|427535;2026-05-27\|56.50\|7.01\|53.26\|57.36\|52.64\|791588;2026-05-28\|59.09\|4.58\|55.50\|59.98\|54.71\|934973;2026-05-29\|55.38\|-6.28\|59.10\|61.10\|54.00\|805172;2026-06-01\|56.10\|1.30\|55.32\|59.00\|52.35\|724644;2026-06-02\|53.84\|-4.03\|55.69\|56.18\|53.58\|517504;2026-06-03\|58.09\|7.89\|54.91\|59.22\|54.91\|802814;2026-06-04\|63.90\|10.00\|57.96\|63.90\|56.56\|970866;2026-06-05\|66.77\|4.49\|64.89\|68.37\|63.13\|1023489;2026-06-08\|64.70\|-3.10\|62.99\|69.14\|62.99\|819524;2026-06-09\|71.17\|10.00\|66.50\|71.17\|64.15\|668106;2026-06-10\|73.50\|3.27\|74.00\|75.69\|70.20\|1064859;2026-06-11\|71.17\|-3.17\|72.50\|74.76\|68.80\|973033;2026-06-12\|66.10\|-7.12\|73.91\|77.58\|65.83\|1056852;2026-06-15\|68.05\|2.95\|67.35\|69.75\|63.03\|911188;2026-06-16\|68.15\|0.15\|69.50\|71.51\|67.79\|875639;2026-06-17\|70.95\|4.11\|67.76\|71.59\|65.58\|972400;2026-06-18\|70.20\|-1.06\|69.69\|73.94\|69.69\|838852;2026-06-22\|68.71\|-2.12\|71.60\|72.00\|64.94\|975959;2026-06-23\|66.50\|-3.22\|68.00\|69.88\|65.33\|700843;2026-06-24\|67.20\|1.05\|65.99\|68.00\|63.84\|729651;2026-06-25\|70.50\|4.91\|68.10\|70.50\|65.50\|1029033;2026-06-26\|75.37\|6.91\|71.05\|76.50\|68.83\|1329965;2026-06-29\|78.89\|4.67\|77.00\|79.89\|70.00\|1317851;2026-06-30\|77.60\|-1.64\|77.00\|78.98\|73.86\|901997;2026-07-01\|79.84\|2.89\|77.61\|83.29\|76.45\|1020422;2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|57.40\|-5.99\|60.00\|62.56\|57.11\|526582;2026-07-14\|58.88\|2.58\|57.50\|59.88\|55.35\|553017;2026-07-15\|52.99\|-10.00\|60.00\|60.44\|52.99\|589925;2026-07-16\|48.88\|-7.49\|51.48\|52.96\|48.36\|586862;2026-07-17\|45.50\|-6.91\|49.75\|49.75\|45.30\|569850;2026-07-20\|40.95\|-10.00\|46.61\|46.68\|40.95\|494065;2026-07-21\|43.83\|7.03\|40.98\|44.04\|36.86\|758462;2026-07-22\|43.28\|-1.25\|42.83\|45.58\|42.50\|593159;2026-07-23\|42.89\|-0.90\|44.00\|44.17\|41.80\|414834;2026-07-24\|41.75\|-2.66\|42.76\|43.41\|41.21\|360910;2026-07-27\|43.31\|3.74\|41.81\|43.38\|40.00\|376634;2026-07-28\|40.15\|-7.30\|42.78\|43.77\|39.77\|372793;2026-07-29\|39.41\|-1.84\|40.08\|40.51\|37.38\|438087;2026-07-30\|35.68\|-9.46\|39.56\|39.78\|35.60\|492940;2026-07-31\|37.10\|3.98\|38.32\|39.25\|37.08\|553679;2026-08-03\|35.86\|-3.34\|37.00\|37.40\|35.74\|404438;2026-08-04\|38.30\|6.80\|36.50\|38.63\|35.83\|412190;2026-08-05\|41.64\|8.72\|38.28\|42.13\|38.18\|557016;2026-08-06\|43.48\|4.42\|40.83\|43.90\|40.83\|530774;2026-08-07\|44.88\|3.22\|43.38\|45.00\|42.68\|436070;2026-08-10\|44.24\|-1.43\|45.00\|45.40\|43.10\|378732;2026-08-11\|43.81\|-0.97\|43.85\|44.93\|43.34\|332162;2026-08-12\|45.51\|3.88\|44.24\|45.90\|43.60\|394104;2026-08-13\|44.05\|-3.21\|46.42\|46.46\|43.95\|380471;2026-08-14\|44.85\|1.82\|44.88\|45.30\|43.85\|289711;2026-08-17\|46.59\|3.88\|44.88\|46.59\|44.65\|374012;2026-08-18\|49.62\|6.50\|47.00\|51.25\|47.00\|975703;2026-08-19\|45.01\|-9.29\|48.14\|49.35\|44.70\|838602;2026-08-20\|43.85\|-2.58\|46.00\|46.55\|43.50\|482308;2026-08-21\|44.10\|0.57\|43.44\|45.09\|43.40\|376932;2026-08-24\|44.47\|0.84\|44.53\|45.20\|42.69\|434596;2026-08-25\|43.22\|-2.81\|43.01\|43.89\|41.52\|414724;2026-08-26\|42.44\|-1.80\|43.20\|43.50\|41.90\|281592;2026-08-27\|44.58\|5.04\|43.50\|44.75\|42.30\|464777;2026-08-28\|43.23\|-3.03\|44.20\|45.05\|43.17\|345580;2026-08-31\|43.73\|1.16\|41.95\|43.93\|41.72\|329390;2026-09-01\|42.11\|-3.70\|43.99\|44.18\|42.10\|274656;2026-09-02\|41.75\|-0.85\|41.56\|42.09\|40.93\|208841;2026-09-03\|41.41\|-0.81\|42.19\|42.35\|40.92\|187273;2026-09-04\|40.15\|-3.04\|41.64\|42.26\|39.70\|237915;2026-09-07\|42.79\|6.58\|40.95\|43.30\|40.31\|375206;2026-09-08\|41.91\|-2.06\|42.79\|42.91\|41.60\|236426;2026-09-09\|42.13\|0.52\|42.10\|42.79\|41.90\|195462;2026-09-10\|41.34\|-1.88\|41.75\|42.18\|41.28\|147356;2026-09-11\|40.60\|-1.79\|40.77\|40.96\|39.30\|201667;2026-09-14\|40.50\|-0.25\|40.03\|40.99\|39.60\|131377;2026-09-15\|40.79\|0.72\|40.00\|41.60\|39.89\|175657
113428	长鑫存储过会	半导体设备+精密金属结构件+转债强赎行业原因： 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、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189;2026-09-14\|61.57\|1.17\|60.57\|62.22\|58.82\|37746;2026-09-15\|61.61\|0.07\|61.36\|62.91\|60.51\|34643
113427	长鑫存储过会	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.27\|-9.76\|53.34\|55.90\|48.14\|232926;2026-07-14\|49.13\|1.78\|48.67\|50.38\|46.80\|193720;2026-07-15\|47.29\|-3.75\|49.81\|51.00\|46.88\|135219;2026-07-16\|44.58\|-5.73\|46.23\|47.50\|44.00\|116214;2026-07-17\|42.01\|-5.76\|44.67\|47.27\|41.76\|184389;2026-07-20\|37.81\|-10.00\|42.10\|42.33\|37.81\|150088;2026-07-21\|37.71\|-0.26\|37.01\|38.44\|34.03\|262928;2026-07-22\|37.30\|-1.09\|36.80\|38.36\|36.51\|191483;2026-07-23\|37.28\|-0.05\|37.01\|38.12\|36.19\|119784;2026-07-24\|37.43\|0.40\|36.46\|38.97\|36.16\|182596;2026-07-27\|39.62\|5.85\|36.51\|40.80\|36.20\|231552;2026-07-28\|36.72\|-7.32\|39.15\|40.06\|36.41\|184074;2026-07-29\|36.25\|-1.28\|36.74\|36.86\|34.50\|185691;2026-07-30\|32.70\|-9.79\|35.89\|36.20\|32.66\|153136;2026-07-31\|33.24\|1.65\|34.32\|35.90\|33.05\|167956;2026-08-03\|32.29\|-2.86\|32.91\|33.47\|31.50\|159114;2026-08-04\|34.09\|5.57\|32.32\|34.33\|31.93\|118068;2026-08-05\|37.50\|10.00\|34.10\|37.50\|33.82\|92008;2026-08-06\|41.25\|10.00\|37.69\|41.25\|37.55\|227604;2026-08-07\|45.38\|10.01\|43.99\|45.38\|43.42\|149311;2026-08-10\|44.38\|-2.20\|44.93\|46.25\|42.30\|388254;2026-08-11\|45.00\|1.40\|43.83\|45.90\|43.31\|287158;2026-08-12\|45.23\|0.51\|44.77\|46.06\|44.01\|316457;2026-08-13\|44.66\|-1.26\|45.80\|46.89\|44.50\|288730;2026-08-14\|45.15\|1.10\|44.66\|45.86\|44.10\|223416;2026-08-17\|46.78\|3.61\|45.64\|46.80\|44.58\|267260;2026-08-18\|46.62\|-0.34\|46.70\|47.98\|45.77\|234051;2026-08-19\|43.50\|-6.69\|44.83\|46.61\|43.10\|189184;2026-08-20\|42.37\|-2.60\|44.41\|44.50\|42.00\|136232;2026-08-21\|46.61\|10.01\|41.60\|46.61\|41.60\|70983;2026-08-24\|43.84\|-5.94\|45.51\|46.02\|42.93\|220331;2026-08-25\|42.82\|-2.33\|42.84\|43.28\|41.42\|145963;2026-08-26\|41.48\|-3.13\|42.83\|43.10\|40.33\|126941;2026-08-27\|42.80\|3.18\|41.67\|43.50\|41.47\|158733;2026-08-28\|47.08\|10.00\|43.58\|47.08\|43.15\|184107;2026-08-31\|46.41\|-1.42\|45.00\|46.46\|44.50\|277853;2026-09-01\|43.71\|-5.82\|46.51\|46.78\|43.45\|201084;2026-09-02\|43.52\|-0.43\|43.09\|45.60\|42.77\|234188;2026-09-03\|41.30\|-5.10\|44.39\|44.90\|40.55\|216812;2026-09-04\|38.65\|-6.42\|41.50\|42.18\|38.20\|222571;2026-09-07\|39.81\|3.00\|38.82\|40.20\|38.38\|154659;2026-09-08\|39.89\|0.20\|42.00\|42.57\|39.36\|213784;2026-09-09\|38.32\|-3.94\|39.07\|39.98\|37.90\|167317;2026-09-10\|38.33\|0.03\|38.05\|39.18\|37.81\|106409;2026-09-11\|37.46\|-2.27\|37.65\|38.10\|36.20\|141147;2026-09-14\|37.64\|0.48\|36.72\|37.95\|36.33\|78881;2026-09-15\|38.66\|2.71\|37.30\|38.99\|37.22\|128649
113426	长鑫存储过会	半导体洁净室+新加坡布局+一季报倍增行业原因：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3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228;2026-09-15\|152.71\|1.43\|150.00\|156.96\|149.50\|27680
113425	长鑫存储过会	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 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%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-05-12\|8.56\|0.12\|8.56\|8.69\|8.52\|176780;2026-05-13\|8.75\|2.22\|8.56\|8.99\|8.44\|267029;2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|598087;2026-07-14\|9.74\|-9.98\|9.74\|9.80\|9.74\|144401;2026-07-15\|8.77\|-9.96\|9.17\|9.50\|8.77\|819036;2026-07-16\|8.15\|-7.07\|8.43\|8.74\|8.08\|678243;2026-07-17\|7.34\|-9.94\|8.08\|8.15\|7.34\|562611;2026-07-20\|6.90\|-5.99\|7.47\|7.49\|6.69\|528169;2026-07-21\|7.24\|4.93\|7.00\|7.25\|6.48\|527530;2026-07-22\|6.87\|-5.11\|7.08\|7.27\|6.80\|407319;2026-07-23\|6.94\|1.02\|6.82\|6.94\|6.75\|267254;2026-07-24\|6.70\|-3.46\|6.85\|6.87\|6.62\|237477;2026-07-27\|6.95\|3.73\|6.70\|6.96\|6.63\|282456;2026-07-28\|7.10\|2.16\|6.85\|7.35\|6.82\|419868;2026-07-29\|7.14\|0.56\|7.07\|7.15\|6.89\|274320;2026-07-30\|7.09\|-0.70\|7.05\|7.18\|6.90\|252138;2026-07-31\|7.31\|3.10\|7.28\|7.61\|7.24\|477377;2026-08-03\|7.47\|2.19\|7.26\|7.48\|7.16\|360851;2026-08-04\|7.66\|2.54\|7.49\|7.71\|7.43\|323736;2026-08-05\|7.88\|2.87\|7.59\|8.03\|7.58\|408368;2026-08-06\|7.88\|0.00\|7.81\|7.96\|7.72\|298528;2026-08-07\|8.02\|1.78\|7.87\|8.07\|7.79\|317106;2026-08-10\|8.03\|0.12\|8.07\|8.11\|7.80\|243161;2026-08-11\|7.93\|-1.25\|7.95\|8.05\|7.87\|216174;2026-08-12\|8.05\|1.51\|7.95\|8.05\|7.90\|191161;2026-08-13\|7.92\|-1.61\|8.23\|8.30\|7.91\|224066;2026-08-14\|7.96\|0.51\|7.95\|8.00\|7.79\|187396;2026-08-17\|8.08\|1.51\|7.98\|8.08\|7.84\|181621;2026-08-18\|8.16\|0.99\|8.09\|8.17\|8.00\|227157;2026-08-19\|7.68\|-5.88\|8.05\|8.05\|7.59\|273703;2026-08-20\|7.60\|-1.04\|7.73\|7.77\|7.48\|185090;2026-08-21\|7.60\|0.00\|7.50\|7.70\|7.32\|141618;2026-08-24\|7.45\|-1.97\|7.60\|7.60\|7.29\|167307;2026-08-25\|7.60\|2.01\|7.32\|7.61\|7.27\|154267;2026-08-26\|7.57\|-0.39\|7.61\|7.62\|7.44\|117748;2026-08-27\|7.66\|1.19\|7.53\|7.68\|7.51\|110291;2026-08-28\|7.70\|0.52\|7.75\|7.90\|7.67\|181867;2026-08-31\|7.85\|1.95\|7.65\|7.86\|7.56\|149314;2026-09-01\|7.92\|0.89\|7.88\|8.01\|7.81\|164824;2026-09-02\|7.81\|-1.39\|7.83\|7.86\|7.75\|100377;2026-09-03\|7.80\|-0.13\|7.82\|7.90\|7.71\|114168;2026-09-04\|7.69\|-1.41\|7.83\|7.92\|7.62\|149257;2026-09-07\|7.80\|1.43\|7.64\|7.88\|7.64\|134771;2026-09-08\|7.78\|-0.26\|7.75\|7.91\|7.74\|131741;2026-09-09\|7.66\|-1.54\|7.76\|7.81\|7.62\|113779;2026-09-10\|7.56\|-1.31\|7.58\|7.64\|7.49\|92795;2026-09-11\|7.46\|-1.32\|7.47\|7.54\|7.31\|102062;2026-09-14\|7.54\|1.07\|7.43\|7.60\|7.37\|83101;2026-09-15\|7.45\|-1.19\|7.47\|7.57\|7.40\|75238
113424	全球最大PPE树脂产区停产，PCB材料持续涨价	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652
113423	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+封装基板+拟定增+央企行业原因： 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13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424;2026-09-15\|389.72\|0.15\|390.06\|404.50\|388.17\|75943
113422	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440;2026-09-14\|225.00\|-1.74\|223.00\|228.30\|220.31\|157302;2026-09-15\|226.06\|0.47\|225.98\|233.15\|224.00\|209125
113421	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-05-12\|93.88\|1.09\|92.00\|95.05\|90.82\|399156;2026-05-13\|102.16\|8.82\|92.00\|105.49\|90.20\|431117;2026-05-14\|93.88\|-8.10\|96.06\|99.68\|93.75\|477760;2026-05-15\|91.71\|-2.31\|95.12\|95.50\|89.15\|384550;2026-05-18\|96.81\|5.56\|92.40\|99.89\|90.08\|352086;2026-05-19\|100.39\|3.70\|97.03\|102.23\|96.50\|317858;2026-05-20\|109.60\|9.17\|100.00\|111.37\|97.11\|362750;2026-05-21\|98.25\|-10.36\|109.99\|111.89\|97.87\|400212;2026-05-22\|108.50\|10.43\|98.25\|112.99\|98.25\|399309;2026-05-25\|108.28\|-0.20\|110.60\|113.90\|105.19\|345281;2026-05-26\|107.32\|-0.80\|106.00\|110.00\|102.77\|333655;2026-05-27\|105.30\|-1.88\|110.99\|111.68\|103.60\|322245;2026-05-28\|119.52\|13.50\|105.97\|124.00\|103.50\|546635;2026-05-29\|125.62\|5.10\|119.59\|135.70\|118.51\|538267;2026-06-01\|128.53\|2.32\|124.00\|132.29\|118.00\|467381;2026-06-02\|127.02\|-1.17\|125.00\|128.87\|118.89\|455962;2026-06-03\|124.53\|-1.96\|120.95\|129.29\|117.20\|471448;2026-06-04\|122.31\|-1.78\|121.02\|124.61\|115.50\|365813;2026-06-05\|119.50\|-2.30\|117.73\|125.00\|115.10\|340890;2026-06-08\|123.08\|3.00\|111.58\|127.10\|111.58\|343871;2026-06-09\|136.80\|11.15\|128.00\|138.87\|125.00\|394528;2026-06-10\|137.10\|0.22\|132.58\|140.55\|129.59\|333692;2026-06-11\|133.57\|-2.57\|137.00\|139.39\|129.66\|339977;2026-06-12\|138.26\|3.51\|139.00\|148.26\|135.23\|397681;2026-06-15\|161.07\|16.50\|144.00\|162.20\|143.87\|370062;2026-06-16\|169.63\|5.31\|161.00\|178.88\|159.08\|419966;2026-06-17\|162.80\|-4.03\|166.00\|175.75\|156.80\|476453;2026-06-18\|160.90\|-1.17\|158.00\|164.90\|154.66\|357602;2026-06-22\|164.12\|2.00\|164.10\|171.58\|154.02\|421351;2026-06-23\|140.08\|-14.65\|162.00\|162.00\|138.78\|514797;2026-06-24\|144.00\|2.80\|142.88\|148.55\|141.16\|403920;2026-06-25\|152.55\|5.94\|143.00\|155.56\|140.33\|384122;2026-06-26\|155.30\|1.80\|147.07\|156.22\|143.53\|391004;2026-06-29\|139.45\|-10.21\|155.00\|161.50\|133.03\|446118;2026-06-30\|143.85\|3.16\|141.96\|146.30\|138.21\|358608;2026-07-01\|155.02\|7.76\|141.50\|164.38\|141.41\|475018;2026-07-02\|145.61\|-6.07\|145.69\|161.97\|139.80\|344887;2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971;2026-07-13\|103.36\|-11.29\|116.18\|118.00\|102.38\|349345;2026-07-14\|115.00\|11.26\|104.41\|115.00\|102.80\|286634;2026-07-15\|111.80\|-2.78\|118.66\|121.66\|110.70\|266015;2026-07-16\|107.00\|-4.29\|110.06\|114.07\|105.00\|218844;2026-07-17\|96.22\|-10.07\|106.53\|106.53\|94.57\|225884;2026-07-20\|76.98\|-20.00\|98.14\|99.00\|76.98\|485116;2026-07-21\|84.48\|9.74\|78.21\|84.80\|65.77\|482627;2026-07-22\|80.10\|-5.18\|84.46\|88.88\|79.34\|370219;2026-07-23\|78.80\|-1.62\|81.54\|84.78\|78.10\|246716;2026-07-24\|75.48\|-4.21\|77.70\|79.05\|74.70\|219725;2026-07-27\|81.50\|7.98\|76.83\|81.50\|74.93\|238825;2026-07-28\|72.45\|-11.10\|78.53\|79.90\|71.42\|256838;2026-07-29\|70.32\|-2.94\|71.73\|73.51\|66.21\|282743;2026-07-30\|63.92\|-9.10\|70.01\|70.18\|62.40\|281612;2026-07-31\|66.30\|3.72\|71.28\|74.60\|66.13\|289112;2026-08-03\|63.33\|-4.48\|65.63\|67.18\|62.81\|258806;2026-08-04\|68.71\|8.50\|64.10\|69.98\|62.44\|293073;2026-08-05\|76.76\|11.72\|66.60\|78.82\|65.86\|367866;2026-08-06\|78.22\|1.90\|75.24\|80.23\|73.18\|390179;2026-08-07\|90.90\|16.21\|79.12\|93.86\|78.45\|677127;2026-08-10\|88.70\|-2.42\|93.28\|94.00\|84.80\|598503;2026-08-11\|85.96\|-3.09\|87.00\|90.03\|85.45\|375737;2026-08-12\|89.86\|4.54\|86.01\|91.75\|86.01\|385517;2026-08-13\|89.90\|0.04\|90.36\|98.58\|89.69\|411395;2026-08-14\|95.02\|5.70\|88.58\|95.83\|88.58\|362684;2026-08-17\|101.00\|6.29\|96.99\|101.63\|94.60\|375006;2026-08-18\|98.61\|-2.37\|102.00\|102.00\|95.97\|322680;2026-08-19\|86.36\|-12.42\|94.40\|94.97\|85.73\|366329;2026-08-20\|88.41\|2.37\|89.37\|93.48\|86.46\|348096;2026-08-21\|90.64\|2.52\|88.41\|92.50\|85.00\|275561;2026-08-24\|81.87\|-9.68\|89.14\|89.99\|79.31\|394770;2026-08-25\|81.48\|-0.48\|81.32\|82.88\|77.00\|374970;2026-08-26\|80.36\|-1.37\|81.02\|81.80\|77.68\|221220;2026-08-27\|86.89\|8.13\|82.05\|88.88\|79.86\|327068;2026-08-28\|90.50\|4.15\|88.37\|92.47\|86.00\|441468;2026-08-31\|97.59\|7.83\|89.00\|98.80\|87.75\|579881;2026-09-01\|92.64\|-5.07\|99.49\|99.66\|92.11\|384698;2026-09-02\|90.75\|-2.04\|90.06\|92.50\|88.50\|313261;2026-09-03\|89.61\|-1.26\|92.10\|92.44\|86.66\|312754;2026-09-04\|85.05\|-4.98\|90.42\|91.35\|84.31\|257956;2026-09-07\|99.48\|16.97\|86.67\|101.15\|86.00\|553849;2026-09-08\|103.08\|3.62\|99.00\|106.57\|98.08\|435659;2026-09-09\|105.70\|2.54\|105.00\|106.48\|103.00\|333873;2026-09-10\|108.68\|2.82\|105.09\|112.82\|104.00\|373695;2026-09-11\|106.40\|-2.10\|105.96\|107.70\|102.00\|346324;2026-09-14\|109.03\|2.47\|103.59\|112.02\|101.34\|344505;2026-09-15\|112.10\|2.82\|110.00\|118.51\|109.38\|365645
113420	全球最大PPE树脂产区停产，PCB材料持续涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251;2026-07-13\|15.50\|-11.28\|17.00\|17.17\|15.46\|372303;2026-07-14\|16.14\|4.13\|15.88\|16.85\|15.11\|274735;2026-07-15\|15.07\|-6.63\|16.30\|16.40\|15.07\|209704;2026-07-16\|14.14\|-6.17\|14.81\|15.53\|13.96\|207255;2026-07-17\|12.81\|-9.41\|14.03\|14.35\|12.58\|190210;2026-07-20\|11.27\|-12.02\|13.14\|13.35\|11.00\|229778;2026-07-21\|12.11\|7.45\|11.27\|12.27\|10.19\|253050;2026-07-22\|11.93\|-1.49\|12.34\|13.20\|11.84\|254560;2026-07-23\|11.70\|-1.93\|12.13\|12.20\|11.50\|181623;2026-07-24\|11.25\|-3.85\|11.50\|11.79\|11.20\|138279;2026-07-27\|11.83\|5.16\|11.27\|11.88\|11.03\|163313;2026-07-28\|12.10\|2.28\|11.80\|12.96\|11.67\|281180;2026-07-29\|11.50\|-4.96\|11.98\|12.16\|11.21\|234154;2026-07-30\|10.67\|-7.22\|11.50\|11.60\|10.66\|185050;2026-07-31\|11.21\|5.06\|11.35\|11.88\|11.20\|205190;2026-08-03\|11.32\|0.98\|11.24\|11.44\|11.09\|122710;2026-08-04\|12.00\|6.01\|11.50\|12.04\|11.19\|145571;2026-08-05\|12.98\|8.17\|11.98\|13.25\|11.98\|236032;2026-08-06\|13.48\|3.85\|13.02\|13.48\|12.91\|200202;2026-08-07\|13.82\|2.52\|14.35\|14.48\|12.88\|250240;2026-08-10\|13.67\|-1.09\|13.86\|13.98\|13.24\|176749;2026-08-11\|13.67\|0.00\|13.59\|14.02\|13.28\|145807;2026-08-12\|14.61\|6.88\|13.66\|14.98\|13.58\|230386;2026-08-13\|14.46\|-1.03\|14.88\|14.90\|14.43\|178533;2026-08-14\|14.87\|2.84\|14.60\|15.23\|14.40\|169804;2026-08-17\|15.08\|1.41\|14.90\|15.08\|14.53\|172834;2026-08-18\|14.82\|-1.72\|15.00\|15.37\|14.54\|135859;2026-08-19\|13.93\|-6.01\|14.55\|14.78\|13.82\|163909;2026-08-20\|13.76\|-1.22\|14.05\|14.31\|13.66\|180086;2026-08-21\|14.82\|7.70\|13.60\|14.95\|13.45\|243895;2026-08-24\|13.65\|-7.89\|14.20\|14.44\|13.35\|308013;2026-08-25\|13.76\|0.81\|13.28\|13.88\|13.01\|197786;2026-08-26\|13.51\|-1.82\|13.75\|13.89\|13.10\|126181;2026-08-27\|14.06\|4.07\|13.50\|14.23\|13.40\|149286;2026-08-28\|13.93\|-0.92\|13.87\|14.37\|13.85\|154045;2026-08-31\|14.43\|3.59\|13.71\|14.58\|13.71\|157211;2026-09-01\|13.78\|-4.50\|14.55\|14.58\|13.63\|160106;2026-09-02\|13.83\|0.36\|13.60\|14.24\|13.45\|132960;2026-09-03\|13.55\|-2.02\|13.82\|14.18\|13.35\|109795;2026-09-04\|13.10\|-3.32\|13.60\|13.72\|12.96\|105415;2026-09-07\|14.08\|7.48\|13.02\|14.27\|13.02\|195113;2026-09-08\|13.86\|-1.56\|14.07\|14.25\|13.75\|106006;2026-09-09\|13.70\|-1.15\|13.87\|14.02\|13.60\|82690;2026-09-10\|13.92\|1.61\|13.63\|14.12\|13.41\|115530;2026-09-11\|13.60\|-2.30\|13.65\|13.89\|13.06\|146495;2026-09-14\|14.30\|5.15\|13.47\|14.35\|13.15\|153997;2026-09-15\|14.31\|0.07\|14.29\|14.74\|14.22\|147641
113419	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707
113418	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-05-12\|40.44\|-1.39\|41.14\|42.10\|39.60\|80114;2026-05-13\|40.00\|-1.09\|40.60\|41.73\|39.62\|91598;2026-05-14\|38.00\|-5.00\|40.05\|40.30\|37.93\|84344;2026-05-15\|36.98\|-2.68\|38.00\|38.83\|36.65\|65996;2026-05-18\|37.10\|0.32\|36.81\|38.00\|36.11\|61348;2026-05-19\|44.52\|20.00\|36.81\|44.52\|36.24\|114927;2026-05-20\|43.40\|-2.52\|45.51\|45.98\|42.08\|145517;2026-05-21\|40.89\|-5.78\|43.41\|45.27\|40.60\|118388;2026-05-22\|46.47\|13.65\|41.40\|48.11\|41.25\|178911;2026-05-25\|45.76\|-1.53\|47.21\|48.38\|44.82\|165851;2026-05-26\|46.22\|1.01\|44.27\|48.35\|44.27\|140356;2026-05-27\|44.02\|-4.76\|46.06\|46.33\|43.10\|109463;2026-05-28\|47.20\|7.22\|43.56\|47.77\|43.18\|135448;2026-05-29\|46.24\|-2.03\|46.28\|49.90\|44.50\|147193;2026-06-01\|43.19\|-6.60\|45.03\|46.67\|43.02\|105851;2026-06-02\|43.00\|-0.44\|43.03\|44.74\|41.25\|85693;2026-06-03\|41.76\|-2.88\|42.31\|42.95\|40.90\|84969;2026-06-04\|41.70\|-0.14\|40.70\|42.41\|40.50\|74782;2026-06-05\|41.54\|-0.38\|41.29\|43.57\|40.08\|79715;2026-06-08\|39.61\|-4.65\|39.46\|41.08\|38.59\|69301;2026-06-09\|44.29\|11.82\|41.01\|44.95\|40.12\|112570;2026-06-10\|47.60\|7.47\|43.50\|51.47\|43.24\|147857;2026-06-11\|47.17\|-0.90\|47.00\|48.19\|45.76\|119086;2026-06-12\|56.60\|19.99\|47.69\|56.60\|47.36\|153795;2026-06-15\|67.92\|20.00\|61.51\|67.92\|61.51\|65497;2026-06-16\|81.50\|19.99\|78.41\|81.50\|75.70\|273231;2026-06-17\|79.89\|-1.98\|76.26\|82.00\|76.26\|193868;2026-06-18\|78.64\|-1.56\|78.29\|79.60\|76.91\|140109;2026-06-22\|77.48\|-1.48\|78.60\|79.21\|75.01\|126545;2026-06-23\|71.62\|-7.56\|75.03\|75.94\|71.00\|126722;2026-06-24\|75.50\|5.42\|71.40\|76.85\|71.40\|140812;2026-06-25\|74.88\|-0.82\|73.05\|76.30\|72.00\|115221;2026-06-26\|70.70\|-5.58\|72.37\|73.90\|69.01\|91970;2026-06-29\|67.31\|-4.79\|70.71\|71.71\|65.98\|93763;2026-06-30\|68.00\|1.03\|66.64\|68.99\|66.50\|70020;2026-07-01\|65.02\|-4.38\|66.95\|69.28\|64.49\|90535;2026-07-02\|60.80\|-6.49\|63.75\|64.99\|60.44\|70091;2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406;2026-07-13\|45.70\|-10.72\|50.68\|51.88\|45.62\|65398;2026-07-14\|51.86\|13.48\|46.53\|52.62\|45.99\|145853;2026-07-15\|48.50\|-6.48\|52.01\|53.99\|48.16\|137929;2026-07-16\|58.20\|20.00\|49.00\|58.20\|48.51\|110575;2026-07-17\|49.58\|-14.81\|53.23\|54.88\|47.40\|253234;2026-07-20\|39.66\|-20.01\|50.50\|50.68\|39.66\|180971;2026-07-21\|41.99\|5.87\|38.37\|42.33\|32.38\|229259;2026-07-22\|39.59\|-5.72\|39.69\|42.50\|39.20\|164673;2026-07-23\|39.45\|-0.35\|39.58\|41.80\|38.95\|99031;2026-07-24\|38.39\|-2.69\|38.60\|40.60\|38.03\|84335;2026-07-27\|41.52\|8.15\|38.53\|41.86\|37.60\|98681;2026-07-28\|40.72\|-1.93\|40.57\|44.99\|40.11\|128528;2026-07-29\|40.18\|-1.33\|40.72\|43.38\|38.25\|147097;2026-07-30\|36.70\|-8.66\|38.51\|40.42\|36.47\|117728;2026-07-31\|38.19\|4.06\|40.00\|41.30\|38.10\|111432;2026-08-03\|38.14\|-0.13\|38.01\|40.11\|37.55\|85830;2026-08-04\|41.44\|8.65\|38.50\|41.66\|37.71\|100073;2026-08-05\|44.00\|6.18\|41.06\|44.66\|40.32\|112425;2026-08-06\|45.11\|2.52\|42.64\|46.10\|42.25\|111289;2026-08-07\|49.80\|10.40\|46.20\|53.38\|45.30\|206425;2026-08-10\|47.74\|-4.14\|49.72\|50.23\|46.60\|159620;2026-08-11\|47.49\|-0.52\|46.71\|48.88\|46.71\|97747;2026-08-12\|49.15\|3.50\|46.96\|49.66\|46.96\|78243;2026-08-13\|47.77\|-2.81\|49.47\|50.26\|47.74\|80765;2026-08-14\|49.19\|2.97\|47.77\|49.30\|47.47\|63810;2026-08-17\|51.35\|4.39\|49.20\|51.52\|48.78\|76112;2026-08-18\|50.45\|-1.75\|50.91\|51.82\|49.30\|62930;2026-08-19\|45.77\|-9.28\|48.97\|49.20\|45.33\|58756;2026-08-20\|45.91\|0.31\|46.78\|47.77\|45.31\|48578;2026-08-21\|46.85\|2.05\|45.35\|47.99\|44.29\|49642;2026-08-24\|45.05\|-3.84\|46.40\|46.71\|43.28\|47651;2026-08-25\|45.90\|1.89\|44.00\|46.81\|42.80\|48054;2026-08-26\|44.66\|-2.70\|46.03\|46.13\|43.10\|49925;2026-08-27\|46.63\|4.41\|44.67\|47.45\|44.00\|54815;2026-08-28\|46.22\|-0.88\|46.07\|47.85\|46.07\|53622;2026-08-31\|48.58\|5.11\|44.86\|49.46\|44.75\|71796;2026-09-01\|45.60\|-6.13\|48.61\|48.65\|45.09\|63192;2026-09-02\|44.32\|-2.81\|45.00\|45.35\|43.95\|36049;2026-09-03\|44.38\|0.14\|44.99\|45.28\|43.29\|32269;2026-09-04\|42.70\|-3.79\|44.96\|46.00\|42.23\|41473;2026-09-07\|46.74\|9.46\|43.20\|47.15\|42.70\|75200;2026-09-08\|46.45\|-0.62\|46.46\|48.50\|46.03\|56668;2026-09-09\|49.00\|5.49\|47.91\|51.00\|46.60\|110087;2026-09-10\|56.49\|15.29\|48.17\|58.80\|47.93\|203043;2026-09-11\|60.60\|7.28\|57.07\|64.28\|56.50\|269707;2026-09-14\|58.88\|-2.84\|58.62\|60.34\|56.21\|194876;2026-09-15\|58.50\|-0.65\|58.70\|61.78\|57.66\|199113
113417	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：全球最大PPE树脂产区停产推升PCB材料价格，公司高温高延伸铜箔适配AI服务器高频高速PCB需求；涨停缘由：标准铜箔广泛用于PCB制造，江西赣州龙南子公司布局高端铜箔，高温高延伸铜箔满足AI服务器高密度互连PCB要求；资金逻辑：AI服务器硬件链补涨行情启动，铜箔作为关键基材获资金关注，融资余额环比增长，量能显著放大；风险提示：铜价波动影响毛利，高端铜箔良率与客户认证进度存在不确定性，AI服务器订单放量节奏尚待观察	公司标准铜箔产品用于 PCB 制造，在江西赣州龙南设立子公司布局高端铜箔领域，可应用于AI服务器的PCB；研发的高温高延伸铜箔，可满足常规及高密度互连印刷电路板需求	2026-05-12\|48.63\|1.69\|47.87\|49.20\|46.33\|405462;2026-05-13\|49.05\|0.86\|47.89\|51.06\|46.80\|389934;2026-05-14\|46.50\|-5.20\|49.00\|49.18\|45.88\|418718;2026-05-15\|44.71\|-3.85\|46.58\|46.96\|44.24\|276421;2026-05-18\|45.10\|0.87\|44.02\|46.45\|43.75\|210523;2026-05-19\|45.30\|0.44\|44.80\|45.50\|43.41\|195385;2026-05-20\|46.35\|2.32\|44.99\|46.85\|44.22\|238100;2026-05-21\|42.64\|-8.00\|46.58\|46.83\|42.46\|288837;2026-05-22\|44.80\|5.07\|42.70\|45.38\|42.64\|237007;2026-05-25\|44.60\|-0.45\|45.18\|46.16\|43.79\|224692;2026-05-26\|46.39\|4.01\|44.70\|46.77\|43.50\|347078;2026-05-27\|44.31\|-4.48\|46.42\|46.50\|43.83\|250275;2026-05-28\|47.07\|6.23\|44.49\|47.79\|43.52\|405659;2026-05-29\|48.75\|3.57\|47.50\|51.25\|47.50\|534625;2026-06-01\|45.80\|-6.05\|48.99\|49.43\|45.78\|397691;2026-06-02\|47.54\|3.80\|46.01\|48.31\|44.61\|347842;2026-06-03\|48.28\|1.56\|47.20\|50.24\|46.03\|371976;2026-06-04\|46.57\|-3.54\|47.16\|48.25\|46.28\|326846;2026-06-05\|45.04\|-3.29\|46.02\|47.31\|44.48\|310393;2026-06-08\|43.45\|-3.53\|42.53\|45.38\|41.50\|267133;2026-06-09\|48.96\|12.68\|44.38\|49.19\|44.02\|456892;2026-06-10\|50.80\|3.76\|48.88\|52.10\|48.23\|487234;2026-06-11\|52.15\|2.66\|50.00\|52.45\|49.52\|366804;2026-06-12\|57.87\|10.97\|53.00\|60.60\|52.76\|652528;2026-06-15\|66.79\|15.41\|59.62\|67.36\|59.00\|632965;2026-06-16\|70.90\|6.15\|67.93\|71.80\|66.00\|595715;2026-06-17\|47.45\|-3.02\|46.59\|51.15\|46.59\|957529;2026-06-18\|47.18\|-0.57\|46.50\|48.96\|45.35\|734360;2026-06-22\|47.30\|0.25\|47.01\|48.70\|45.75\|650471;2026-06-23\|42.77\|-9.58\|46.51\|46.80\|42.30\|726911;2026-06-24\|44.85\|4.86\|42.83\|45.27\|42.73\|566965;2026-06-25\|45.19\|0.76\|44.59\|46.20\|43.11\|494614;2026-06-26\|42.45\|-6.06\|44.65\|45.06\|42.08\|434346;2026-06-29\|40.49\|-4.62\|42.17\|43.78\|39.24\|442369;2026-06-30\|44.00\|8.67\|40.70\|44.51\|40.00\|475727;2026-07-01\|41.84\|-4.91\|43.99\|45.44\|41.48\|609638;2026-07-02\|40.33\|-3.61\|40.85\|42.68\|39.47\|427208;2026-07-03\|39.27\|-2.63\|40.10\|41.53\|39.16\|399205;2026-07-06\|38.26\|-2.57\|39.51\|40.88\|37.87\|345218;2026-07-07\|36.82\|-3.76\|38.17\|38.88\|36.31\|321199;2026-07-08\|35.00\|-4.94\|37.42\|37.50\|35.00\|335498;2026-07-09\|34.97\|-0.09\|35.18\|35.68\|32.90\|404354;2026-07-10\|33.61\|-3.89\|35.37\|36.80\|33.60\|441353;2026-07-13\|30.75\|-8.51\|33.60\|33.78\|30.40\|399313;2026-07-14\|33.96\|10.44\|31.08\|34.23\|30.30\|579725;2026-07-15\|33.62\|-1.00\|34.00\|34.82\|33.00\|481111;2026-07-16\|32.30\|-3.93\|32.00\|34.10\|31.39\|496219;2026-07-17\|28.75\|-10.99\|32.50\|32.70\|28.41\|491132;2026-07-20\|24.08\|-16.24\|29.32\|29.72\|23.05\|656617;2026-07-21\|26.70\|10.88\|24.88\|26.86\|21.93\|601074;2026-07-22\|25.35\|-5.06\|26.40\|27.16\|25.10\|456778;2026-07-23\|25.38\|0.12\|25.50\|26.36\|24.90\|374848;2026-07-24\|24.26\|-4.41\|24.80\|25.20\|24.04\|303215;2026-07-27\|25.36\|4.53\|24.40\|25.48\|24.24\|288743;2026-07-28\|23.73\|-6.43\|24.70\|25.44\|23.54\|273265;2026-07-29\|23.70\|-0.13\|23.66\|23.95\|22.66\|328894;2026-07-30\|22.40\|-5.49\|23.50\|23.86\|22.02\|342344;2026-07-31\|23.05\|2.90\|23.82\|24.88\|23.03\|369714;2026-08-03\|22.90\|-0.65\|22.80\|23.55\|22.60\|273354;2026-08-04\|24.85\|8.52\|23.23\|25.16\|22.91\|368529;2026-08-05\|26.25\|5.63\|24.61\|26.64\|24.51\|392588;2026-08-06\|26.40\|0.57\|25.75\|26.94\|25.53\|334043;2026-08-07\|28.80\|9.09\|26.60\|29.98\|26.41\|602476;2026-08-10\|28.05\|-2.60\|29.22\|29.36\|27.43\|460052;2026-08-11\|27.65\|-1.43\|27.80\|28.39\|27.43\|289177;2026-08-12\|28.18\|1.92\|27.69\|28.56\|27.60\|239833;2026-08-13\|28.13\|-0.18\|28.38\|29.26\|28.02\|326609;2026-08-14\|29.04\|3.23\|28.30\|29.25\|28.28\|288922;2026-08-17\|31.15\|7.27\|29.32\|31.17\|29.32\|365186;2026-08-18\|30.47\|-2.18\|31.00\|31.33\|29.90\|285318;2026-08-19\|28.53\|-6.37\|29.40\|30.22\|28.22\|326374;2026-08-20\|28.09\|-1.54\|28.89\|29.06\|27.80\|282016;2026-08-21\|29.68\|5.66\|27.90\|29.94\|27.66\|308968;2026-08-24\|29.78\|0.34\|30.18\|30.32\|28.59\|294561;2026-08-25\|28.31\|-4.94\|28.95\|29.02\|27.62\|380541;2026-08-26\|27.74\|-2.01\|28.50\|28.50\|27.15\|337545;2026-08-27\|29.32\|5.70\|27.90\|29.44\|27.51\|355435;2026-08-28\|28.64\|-2.32\|29.57\|29.85\|28.57\|282388;2026-08-31\|30.08\|5.03\|28.11\|30.50\|28.11\|411184;2026-09-01\|28.61\|-4.89\|30.07\|30.38\|28.56\|343952;2026-09-02\|27.96\|-2.27\|28.12\|28.25\|27.63\|225077;2026-09-03\|28.07\|0.39\|28.30\|28.49\|27.65\|205721;2026-09-04\|26.97\|-3.92\|28.36\|28.94\|26.76\|309951;2026-09-07\|27.74\|2.85\|27.40\|28.10\|26.88\|293989;2026-09-08\|27.18\|-2.02\|27.61\|28.05\|26.92\|247383;2026-09-09\|27.30\|0.44\|27.23\|28.11\|27.16\|220606;2026-09-10\|27.60\|1.10\|27.04\|28.49\|26.71\|275843;2026-09-11\|26.95\|-2.36\|27.16\|27.37\|25.80\|308548;2026-09-14\|27.34\|1.45\|26.76\|27.65\|26.06\|240417;2026-09-15\|27.83\|1.79\|27.34\|28.75\|27.15\|302002
113416	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB行业龙头业绩大增，带动上游核心材料需求回暖；涨停缘由：公司感光干膜为PCB制造图形转移关键材料，下游覆铜板及PCB厂商订单回升，叠加AI服务器PCB用量提升，驱动高端干膜需求增长；资金逻辑：单日放量涨停，主力资金大幅净流入，显示资金提前布局PCB产业链复苏主线；风险提示：感光干膜进口替代进程缓慢，日韩厂商仍占主导，公司市占率提升空间受限	公司生产的感光干膜主要应用于PCB制造过程中电路设计的图形转移	2026-05-12\|85.93\|-5.45\|90.00\|90.49\|85.33\|233204;2026-05-13\|87.19\|1.47\|84.00\|87.74\|81.90\|222890;2026-05-14\|82.50\|-5.38\|86.32\|88.50\|82.00\|178234;2026-05-15\|83.60\|1.33\|81.81\|84.60\|79.50\|232059;2026-05-18\|83.99\|0.47\|82.60\|85.98\|81.50\|187163;2026-05-19\|80.84\|-3.75\|86.01\|87.00\|77.00\|282722;2026-05-20\|85.90\|6.26\|80.58\|85.99\|78.31\|203866;2026-05-21\|82.99\|-3.39\|87.00\|92.58\|82.75\|256102;2026-05-22\|89.59\|7.95\|82.44\|90.56\|82.44\|264944;2026-05-25\|85.15\|-4.96\|88.00\|88.70\|82.00\|264065;2026-05-26\|82.01\|-3.69\|84.00\|86.02\|80.91\|182994;2026-05-27\|79.21\|-3.41\|84.00\|84.77\|78.84\|201257;2026-05-28\|80.69\|1.87\|78.95\|81.60\|78.00\|153906;2026-05-29\|76.12\|-5.66\|82.60\|82.99\|75.00\|180928;2026-06-01\|72.09\|-5.29\|76.99\|77.30\|71.29\|217073;2026-06-02\|77.28\|7.20\|72.94\|80.64\|70.00\|296958;2026-06-03\|77.96\|0.88\|76.61\|79.77\|76.00\|156349;2026-06-04\|83.36\|6.93\|77.00\|85.49\|76.50\|214210;2026-06-05\|83.08\|-0.34\|83.28\|84.43\|81.00\|195623;2026-06-08\|75.31\|-9.35\|80.00\|84.75\|74.70\|236145;2026-06-09\|84.97\|12.83\|77.00\|85.89\|75.00\|291514;2026-06-10\|81.38\|-4.22\|83.44\|84.90\|79.27\|177501;2026-06-11\|85.90\|5.55\|82.80\|88.66\|81.67\|279953;2026-06-12\|80.57\|-6.20\|87.33\|88.50\|78.70\|268016;2026-06-15\|88.34\|9.64\|82.50\|88.50\|81.30\|262662;2026-06-16\|97.00\|9.80\|88.50\|100.96\|87.59\|363071;2026-06-17\|98.40\|1.44\|93.61\|100.99\|93.01\|363213;2026-06-18\|101.50\|3.15\|100.00\|105.48\|98.52\|324339;2026-06-22\|96.80\|-4.63\|101.50\|103.35\|93.58\|361256;2026-06-23\|93.55\|-3.36\|97.00\|97.05\|91.00\|229194;2026-06-24\|100.09\|6.99\|93.00\|102.58\|92.71\|266309;2026-06-25\|117.88\|17.77\|102.00\|119.93\|100.00\|352035;2026-06-26\|115.58\|-1.95\|116.52\|122.73\|113.67\|280376;2026-06-29\|111.61\|-3.43\|119.11\|124.99\|106.54\|295850;2026-06-30\|112.00\|0.35\|110.45\|113.77\|106.50\|233852;2026-07-01\|109.06\|-2.62\|116.46\|120.00\|107.10\|303871;2026-07-02\|98.09\|-10.06\|102.85\|105.31\|97.00\|259155;2026-07-03\|94.91\|-3.24\|98.33\|99.80\|92.20\|226258;2026-07-06\|92.78\|-2.24\|95.80\|98.00\|90.00\|173624;2026-07-07\|88.90\|-4.18\|92.27\|93.34\|88.50\|156560;2026-07-08\|84.29\|-5.19\|89.50\|90.80\|83.83\|202077;2026-07-09\|90.00\|6.77\|86.50\|90.00\|84.50\|170786;2026-07-10\|82.81\|-7.99\|90.01\|92.13\|82.62\|210940;2026-07-13\|77.48\|-6.44\|82.27\|84.18\|76.70\|193308;2026-07-14\|83.35\|7.58\|79.00\|83.88\|75.50\|198975;2026-07-15\|76.86\|-7.79\|84.00\|84.99\|76.37\|163350;2026-07-16\|72.72\|-5.39\|75.87\|78.83\|71.70\|221593;2026-07-17\|63.91\|-12.12\|72.27\|73.00\|63.80\|253840;2026-07-20\|53.69\|-15.99\|67.10\|68.88\|51.60\|432576;2026-07-21\|61.72\|14.96\|55.80\|62.28\|48.95\|399005;2026-07-22\|60.02\|-2.75\|61.41\|64.03\|59.19\|293024;2026-07-23\|59.10\|-1.53\|60.45\|64.47\|58.65\|250058;2026-07-24\|57.48\|-2.74\|57.63\|59.98\|56.27\|181304;2026-07-27\|45.19\|9.95\|41.00\|45.81\|40.69\|376654;2026-07-28\|41.25\|-8.72\|44.46\|45.12\|41.03\|298794;2026-07-29\|41.15\|-0.24\|42.08\|44.64\|38.60\|460283;2026-07-30\|38.25\|-7.05\|40.74\|41.95\|37.36\|375232;2026-07-31\|41.65\|8.89\|41.58\|45.50\|40.50\|506104;2026-08-03\|39.27\|-5.71\|41.65\|41.87\|38.78\|336759;2026-08-04\|41.88\|6.65\|39.50\|42.39\|38.70\|327874;2026-08-05\|45.92\|9.65\|42.49\|46.93\|41.91\|382002;2026-08-06\|46.97\|2.29\|45.00\|48.14\|44.26\|352882;2026-08-07\|47.89\|1.96\|46.95\|48.70\|45.62\|383088;2026-08-10\|47.11\|-1.63\|48.18\|48.70\|45.70\|326105;2026-08-11\|48.66\|3.29\|46.60\|50.78\|46.60\|426748;2026-08-12\|49.90\|2.55\|48.66\|50.65\|47.94\|313260;2026-08-13\|48.01\|-3.79\|50.66\|51.16\|48.00\|296893;2026-08-14\|48.70\|1.44\|49.00\|49.30\|47.74\|222370;2026-08-17\|51.55\|5.85\|49.50\|51.60\|48.93\|301276;2026-08-18\|54.02\|4.79\|52.25\|54.70\|51.56\|411582;2026-08-19\|46.78\|-13.40\|52.53\|52.74\|46.02\|481987;2026-08-20\|46.90\|0.26\|47.07\|48.30\|45.90\|249067;2026-08-21\|50.05\|6.72\|46.50\|50.55\|46.13\|333286;2026-08-24\|50.20\|0.30\|50.21\|51.05\|47.90\|312503;2026-08-25\|51.00\|1.59\|49.01\|51.90\|46.60\|327021;2026-08-26\|50.11\|-1.75\|51.80\|51.80\|49.00\|237543;2026-08-27\|51.49\|2.75\|50.90\|52.38\|50.06\|304415;2026-08-28\|48.89\|-5.05\|52.36\|52.36\|48.85\|290438;2026-08-31\|50.05\|2.37\|47.56\|50.30\|47.10\|279745;2026-09-01\|47.36\|-5.37\|50.01\|50.37\|46.90\|278939;2026-09-02\|47.55\|0.40\|46.08\|48.30\|45.76\|183008;2026-09-03\|47.36\|-0.40\|48.58\|48.85\|46.50\|167877;2026-09-04\|46.57\|-1.67\|48.20\|49.93\|46.18\|233331;2026-09-07\|47.71\|2.45\|47.28\|48.39\|47.06\|226242;2026-09-08\|46.59\|-2.35\|47.71\|48.94\|46.38\|222669;2026-09-09\|49.30\|5.82\|47.10\|50.62\|46.86\|364979;2026-09-10\|53.59\|8.70\|49.96\|55.80\|48.54\|509729;2026-09-11\|52.17\|-2.65\|54.55\|54.55\|49.99\|345709;2026-09-14\|52.51\|0.65\|52.03\|53.49\|50.11\|268554;2026-09-15\|57.42\|9.35\|52.00\|58.27\|51.79\|473963
113415	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板材料+成核剂+国产替代+业绩高增 1、据2026年4月30日年报，公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求。 2、据2026年4月30日年报，公司成核剂、合成水滑石技术国际先进，国内市占率持续提升，为中国石化、中国石油、中海壳牌等全球石化巨头稳定供货，国产替代加速。 3、据2026年4月30日一季报，公司一季度营收2.49亿元、同比增长13.9%，归母净利润9019万元、同比增长26.2%，业绩延续高增。	公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求	2026-05-12\|80.21\|-2.22\|82.00\|82.00\|77.00\|56360;2026-05-13\|96.25\|20.00\|78.67\|96.25\|78.67\|102059;2026-05-14\|94.19\|-2.14\|96.20\|97.18\|86.58\|104544;2026-05-15\|90.20\|-4.24\|93.00\|95.09\|88.88\|53856;2026-05-18\|91.04\|0.93\|90.20\|95.90\|87.70\|42638;2026-05-19\|93.00\|2.15\|91.15\|93.00\|87.01\|37797;2026-05-20\|99.70\|7.20\|91.80\|99.86\|90.50\|67285;2026-05-21\|91.37\|-8.36\|99.29\|99.29\|90.05\|60789;2026-05-22\|100.48\|9.97\|91.37\|104.38\|91.37\|89153;2026-05-25\|101.55\|1.06\|101.65\|103.58\|96.17\|72209;2026-05-26\|114.22\|12.48\|99.83\|114.99\|95.92\|91331;2026-05-27\|108.05\|-5.40\|112.00\|114.00\|106.00\|45804;2026-05-28\|111.29\|3.00\|108.09\|115.58\|101.51\|55074;2026-05-29\|105.86\|-4.88\|110.07\|111.67\|103.79\|42127;2026-06-01\|98.00\|-7.42\|105.80\|105.80\|93.67\|58564;2026-06-02\|100.43\|2.48\|97.30\|102.55\|95.95\|38310;2026-06-03\|109.88\|9.41\|107.21\|109.98\|100.58\|56914;2026-06-04\|77.88\|-1.19\|76.00\|80.32\|75.02\|43432;2026-06-05\|75.10\|-3.57\|75.00\|77.00\|72.18\|53951;2026-06-08\|73.00\|-2.80\|72.66\|74.75\|71.12\|37629;2026-06-09\|82.82\|13.45\|79.58\|84.99\|75.00\|91015;2026-06-10\|82.85\|0.04\|81.96\|86.00\|79.07\|67110;2026-06-11\|80.40\|-2.96\|85.57\|86.00\|78.00\|68587;2026-06-12\|79.00\|-1.74\|83.00\|83.50\|75.86\|73615;2026-06-15\|87.13\|10.29\|80.00\|88.47\|79.00\|116492;2026-06-16\|91.78\|5.34\|87.00\|94.08\|85.90\|113726;2026-06-17\|93.65\|2.04\|91.54\|99.94\|91.10\|113162;2026-06-18\|94.50\|0.91\|92.11\|95.58\|90.20\|65642;2026-06-22\|95.30\|0.85\|92.99\|95.30\|89.00\|79309;2026-06-23\|90.67\|-4.86\|97.30\|99.79\|88.25\|101906;2026-06-24\|91.60\|1.03\|89.13\|92.00\|88.00\|64593;2026-06-25\|94.70\|3.38\|91.80\|95.88\|89.55\|78599;2026-06-26\|92.00\|-2.85\|92.80\|94.80\|89.02\|65156;2026-06-29\|81.70\|-11.20\|90.36\|91.68\|79.20\|79309;2026-06-30\|84.41\|3.32\|81.59\|85.58\|80.05\|59360;2026-07-01\|82.00\|-2.86\|85.40\|86.81\|80.50\|46639;2026-07-02\|77.61\|-5.35\|80.05\|82.96\|76.05\|55645;2026-07-03\|76.25\|-1.75\|77.17\|78.60\|75.67\|44164;2026-07-06\|75.44\|-1.06\|76.70\|78.88\|71.52\|61921;2026-07-07\|75.28\|-0.21\|75.22\|76.40\|73.50\|46668;2026-07-08\|72.90\|-3.16\|75.75\|76.45\|71.50\|50374;2026-07-09\|73.50\|0.82\|73.08\|73.90\|69.10\|58696;2026-07-10\|70.50\|-4.08\|74.97\|75.75\|70.10\|45319;2026-07-13\|63.12\|-10.47\|69.01\|71.19\|62.80\|60168;2026-07-14\|68.17\|8.00\|65.00\|69.58\|63.00\|64949;2026-07-15\|66.04\|-3.12\|71.00\|71.00\|65.70\|37956;2026-07-16\|63.28\|-4.18\|65.37\|66.92\|62.20\|34506;2026-07-17\|57.75\|-8.74\|62.06\|64.83\|57.00\|56839;2026-07-20\|52.00\|-9.96\|58.87\|59.98\|49.17\|75111;2026-07-21\|58.30\|12.12\|52.74\|58.30\|48.18\|84939;2026-07-22\|56.00\|-3.95\|58.71\|59.50\|55.08\|47725;2026-07-23\|55.87\|-0.23\|56.00\|58.02\|54.62\|34448;2026-07-24\|54.64\|-2.20\|55.10\|56.97\|54.19\|32075;2026-07-27\|57.06\|4.43\|55.90\|57.30\|53.55\|36924;2026-07-28\|53.50\|-6.24\|55.50\|57.78\|52.88\|50906;2026-07-29\|52.47\|-1.93\|53.50\|54.27\|50.00\|52298;2026-07-30\|49.45\|-5.76\|51.76\|53.36\|47.36\|45965;2026-07-31\|50.40\|1.92\|52.50\|54.97\|50.11\|46685;2026-08-03\|48.52\|-3.73\|50.17\|50.50\|47.58\|45208;2026-08-04\|51.04\|5.19\|48.20\|51.50\|48.08\|36069;2026-08-05\|53.80\|5.41\|50.00\|55.09\|50.00\|49119;2026-08-06\|54.38\|1.08\|52.85\|56.00\|52.40\|45965;2026-08-07\|60.08\|10.48\|54.63\|61.58\|52.88\|108649;2026-08-10\|57.18\|-4.83\|59.89\|60.02\|55.81\|65544;2026-08-11\|55.20\|-3.46\|57.09\|57.79\|54.60\|48123;2026-08-12\|56.99\|3.24\|54.80\|57.30\|54.70\|52118;2026-08-13\|55.90\|-1.91\|57.40\|59.49\|55.71\|58911;2026-08-14\|58.47\|4.60\|56.16\|58.58\|56.01\|53129;2026-08-17\|62.64\|7.13\|60.00\|63.33\|59.11\|68659;2026-08-18\|63.00\|0.57\|62.49\|64.49\|60.86\|60805;2026-08-19\|57.27\|-9.10\|61.29\|62.21\|56.00\|61776;2026-08-20\|57.24\|-0.05\|59.11\|59.11\|56.08\|38862;2026-08-21\|59.10\|3.25\|54.99\|59.95\|54.99\|65306;2026-08-24\|52.95\|-10.41\|58.51\|58.51\|51.28\|70930;2026-08-25\|52.28\|-1.27\|51.82\|53.00\|50.01\|42705;2026-08-26\|52.30\|0.04\|53.00\|53.33\|50.80\|31723;2026-08-27\|54.80\|4.78\|52.78\|55.78\|51.21\|65277;2026-08-28\|55.60\|1.46\|54.77\|56.16\|54.04\|46539;2026-08-31\|57.29\|3.04\|55.05\|57.50\|53.50\|46189;2026-09-01\|54.55\|-4.78\|58.00\|60.99\|54.24\|83354;2026-09-02\|54.78\|0.42\|54.02\|55.24\|53.10\|37261;2026-09-03\|54.60\|-0.33\|55.40\|56.85\|53.38\|51902;2026-09-04\|52.43\|-3.97\|55.09\|55.40\|51.67\|44219;2026-09-07\|56.38\|7.53\|52.89\|56.86\|52.45\|62048;2026-09-08\|56.92\|0.96\|56.62\|57.60\|54.90\|41990;2026-09-09\|56.53\|-0.69\|57.65\|58.40\|55.80\|34418;2026-09-10\|58.53\|3.54\|55.63\|59.09\|55.50\|46810;2026-09-11\|57.45\|-1.85\|57.50\|59.15\|55.04\|58407;2026-09-14\|62.00\|7.92\|56.51\|63.43\|55.80\|87465;2026-09-15\|67.26\|8.48\|62.62\|67.91\|62.41\|111254
113414	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|57892;2026-09-09\|142.05\|0.49\|147.78\|148.00\|139.72\|48047;2026-09-10\|145.01\|2.08\|139.00\|153.80\|137.00\|61936;2026-09-11\|153.00\|5.51\|141.73\|153.50\|135.00\|69176;2026-09-14\|146.60\|-4.18\|145.01\|150.90\|140.23\|56735;2026-09-15\|159.00\|8.46\|148.79\|169.98\|148.79\|70993
113413	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|33.96\|-10.09\|36.41\|37.45\|33.22\|1840849;2026-07-14\|39.08\|15.08\|33.67\|40.00\|33.61\|1993001;2026-07-15\|37.00\|-5.32\|40.09\|41.28\|36.71\|1473310;2026-07-16\|34.80\|-5.95\|35.39\|37.12\|33.82\|1410418;2026-07-17\|31.59\|-9.22\|34.20\|34.99\|31.00\|1449885;2026-07-20\|26.70\|-15.48\|33.00\|33.47\|25.44\|2012075;2026-07-21\|29.80\|11.61\|27.55\|30.36\|24.05\|2207243;2026-07-22\|27.29\|-8.42\|29.02\|30.28\|27.16\|1835087;2026-07-23\|26.71\|-2.13\|27.78\|29.20\|26.51\|1339341;2026-07-24\|25.70\|-3.78\|26.23\|26.79\|25.35\|1077856;2026-07-27\|30.84\|20.00\|26.13\|30.84\|25.99\|2255540;2026-07-28\|28.87\|-6.39\|30.90\|31.09\|28.44\|1907060;2026-07-29\|30.20\|4.61\|28.89\|31.25\|27.73\|3121036;2026-07-30\|32.93\|9.04\|29.88\|35.47\|29.68\|3649861;2026-07-31\|31.99\|-2.85\|35.88\|36.80\|31.89\|3216851;2026-08-03\|27.88\|-12.85\|30.88\|31.30\|27.30\|2366646;2026-08-04\|29.98\|7.53\|27.76\|30.84\|27.30\|2404133;2026-08-05\|34.19\|14.04\|28.80\|35.00\|28.78\|2930915;2026-08-06\|35.20\|2.95\|32.89\|36.39\|32.89\|2465042;2026-08-07\|38.32\|8.86\|35.83\|40.69\|34.60\|3005330;2026-08-10\|38.12\|-0.52\|38.34\|38.74\|36.20\|2503647;2026-08-11\|39.39\|3.33\|37.79\|40.54\|36.81\|2334167;2026-08-12\|38.75\|-1.62\|38.37\|39.72\|37.88\|1703115;2026-08-13\|36.44\|-5.96\|39.51\|40.30\|36.31\|2072717;2026-08-14\|37.19\|2.06\|36.53\|37.68\|36.03\|1461518;2026-08-17\|38.45\|3.39\|37.31\|38.62\|36.92\|1768502;2026-08-18\|37.33\|-2.91\|37.96\|38.93\|36.75\|1507195;2026-08-19\|33.79\|-9.48\|35.00\|36.60\|33.50\|1506684;2026-08-20\|32.49\|-3.85\|34.35\|34.70\|31.89\|1595760;2026-08-21\|32.43\|-0.18\|32.49\|32.85\|31.13\|1259450;2026-08-24\|30.09\|-7.22\|32.03\|32.20\|29.04\|1660956;2026-08-25\|30.15\|0.20\|29.55\|30.94\|28.87\|1069712;2026-08-26\|29.62\|-1.76\|30.34\|30.49\|29.15\|860910;2026-08-27\|31.14\|5.13\|29.91\|31.50\|29.60\|1510528;2026-08-28\|30.20\|-3.02\|30.68\|32.21\|30.12\|1585323;2026-08-31\|31.00\|2.65\|28.74\|31.09\|28.70\|1328509;2026-09-01\|28.15\|-9.19\|31.82\|31.99\|28.15\|1891928;2026-09-02\|27.85\|-1.07\|27.48\|28.75\|27.19\|1155535;2026-09-03\|27.32\|-1.90\|28.13\|28.30\|26.82\|1160168;2026-09-04\|26.38\|-3.44\|27.65\|27.75\|26.08\|981263;2026-09-07\|27.45\|4.06\|26.65\|27.69\|26.54\|1032297;2026-09-08\|27.12\|-1.20\|27.39\|28.18\|26.96\|1069880;2026-09-09\|27.55\|1.59\|27.57\|28.43\|27.18\|1214267;2026-09-10\|29.42\|6.79\|27.88\|29.62\|27.31\|2107479;2026-09-11\|30.69\|4.32\|28.84\|31.25\|27.30\|2301338;2026-09-14\|30.85\|0.52\|29.80\|32.06\|29.37\|1872994;2026-09-15\|31.80\|3.08\|30.85\|33.53\|30.58\|1979403
113412	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273;2026-09-15\|344.30\|4.55\|329.33\|359.00\|329.33\|73850
113411	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+AI服务器+玻璃芯基板行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月26日公开资料，公司专注PCB制造业长达30年以上，主要从事印制电路板PCB的研发、生产及销售，产品覆盖高多层板、HDI、高频高速板等。 2、据2025年年度报告，PCB行业增长主线已切换到AI服务器、交换机、光模块等领域，2026年景气向高端集中，公司PCB产品受益于AI服务器等高端需求。 3、据2024年年度报告，公司与华星光电联合研发的玻璃芯基板已于2024年12月在TCL全球技术创新大会首次展出，该产品为具有高密度通孔的玻璃基板制成的芯基板。	专注于中小批量、高多层、厚铜板、光电板和HDI领域的PCB企业	2026-05-12\|29.80\|0.81\|29.96\|30.28\|29.11\|121744;2026-05-13\|30.33\|1.78\|29.80\|32.23\|29.51\|206203;2026-05-14\|30.19\|-0.46\|29.98\|31.07\|29.59\|157263;2026-05-15\|29.97\|-0.73\|30.21\|30.69\|29.15\|129248;2026-05-18\|30.44\|1.57\|30.00\|30.80\|29.52\|99348;2026-05-19\|30.67\|0.76\|30.22\|31.00\|29.96\|120373;2026-05-20\|30.36\|-1.01\|30.68\|30.74\|30.06\|88519;2026-05-21\|28.93\|-4.71\|30.60\|30.99\|28.63\|158809;2026-05-22\|29.64\|2.45\|29.50\|29.99\|28.83\|116757;2026-05-25\|30.60\|3.24\|29.88\|31.03\|29.31\|124058;2026-05-26\|32.82\|7.25\|30.57\|33.66\|30.47\|282826;2026-05-27\|30.38\|-7.43\|32.28\|32.61\|29.90\|235787;2026-05-28\|30.45\|0.23\|30.03\|31.00\|29.92\|122948;2026-05-29\|29.35\|-3.61\|30.46\|30.91\|29.11\|127062;2026-06-01\|28.26\|-3.71\|29.94\|30.18\|28.09\|136646;2026-06-02\|27.78\|-1.70\|28.00\|28.46\|26.85\|118258;2026-06-03\|27.30\|-1.73\|27.58\|28.19\|26.90\|85224;2026-06-04\|26.70\|-2.20\|26.88\|27.35\|26.09\|110451;2026-06-05\|26.56\|-0.52\|26.51\|29.37\|25.36\|224483;2026-06-08\|25.99\|-2.15\|25.50\|27.32\|25.09\|157208;2026-06-09\|28.59\|10.00\|26.51\|28.59\|25.75\|286160;2026-06-10\|28.16\|-1.50\|28.14\|28.70\|27.70\|240497;2026-06-11\|28.43\|0.96\|28.14\|29.30\|27.35\|170488;2026-06-12\|27.95\|-1.69\|28.84\|28.98\|27.80\|180381;2026-06-15\|29.15\|4.29\|28.11\|29.50\|28.11\|151328;2026-06-16\|28.98\|-0.58\|29.00\|29.58\|28.49\|109475;2026-06-17\|29.78\|2.76\|28.58\|30.33\|28.51\|165206;2026-06-18\|30.32\|1.81\|29.50\|30.83\|29.10\|182879;2026-06-22\|28.90\|-4.68\|30.32\|30.62\|27.35\|213037;2026-06-23\|28.48\|-1.45\|28.60\|29.39\|27.85\|114635;2026-06-24\|28.27\|-0.74\|28.20\|29.19\|27.70\|93228;2026-06-25\|29.58\|4.63\|28.49\|30.80\|28.35\|204896;2026-06-26\|29.06\|-1.76\|29.00\|30.98\|28.02\|175627;2026-06-29\|28.40\|-2.27\|28.97\|30.45\|27.21\|166131;2026-06-30\|30.42\|7.11\|28.39\|31.24\|28.10\|249505;2026-07-01\|29.84\|-1.91\|30.40\|31.08\|29.57\|173120;2026-07-02\|29.89\|0.17\|29.20\|30.45\|28.35\|164665;2026-07-03\|29.12\|-2.58\|29.89\|30.63\|28.85\|171259;2026-07-06\|28.51\|-2.09\|29.64\|29.86\|27.52\|140568;2026-07-07\|29.22\|2.49\|28.10\|29.80\|28.04\|162437;2026-07-08\|27.61\|-5.51\|29.12\|29.28\|27.59\|139347;2026-07-09\|28.18\|2.06\|28.70\|28.86\|27.00\|177748;2026-07-10\|27.25\|-3.30\|28.26\|29.19\|27.21\|169512;2026-07-13\|25.84\|-5.17\|26.79\|27.88\|25.68\|130555;2026-07-14\|25.94\|0.39\|26.14\|26.54\|25.04\|131003;2026-07-15\|24.59\|-5.20\|26.11\|26.34\|24.33\|103779;2026-07-16\|24.05\|-2.20\|24.35\|25.21\|23.83\|102503;2026-07-17\|22.28\|-7.36\|23.80\|23.98\|21.96\|125197;2026-07-20\|20.05\|-10.01\|22.67\|22.80\|20.05\|167428;2026-07-21\|20.37\|1.60\|20.19\|20.63\|18.05\|174375;2026-07-22\|20.43\|0.29\|20.29\|20.96\|20.01\|121085;2026-07-23\|20.64\|1.03\|20.42\|21.46\|20.36\|102195;2026-07-24\|19.87\|-3.73\|20.23\|20.54\|19.59\|69054;2026-07-27\|20.50\|3.17\|19.87\|20.52\|19.40\|66740;2026-07-28\|19.60\|-4.39\|20.21\|20.66\|19.54\|69424;2026-07-29\|19.39\|-1.07\|19.69\|19.70\|18.58\|103633;2026-07-30\|18.11\|-6.60\|19.17\|19.33\|17.97\|102225;2026-07-31\|18.41\|1.66\|18.90\|19.30\|18.38\|93724;2026-08-03\|18.49\|0.43\|18.35\|18.89\|18.18\|67823;2026-08-04\|19.64\|6.22\|18.70\|19.76\|18.51\|100006;2026-08-05\|20.46\|4.18\|19.73\|20.66\|19.51\|84200;2026-08-06\|21.03\|2.79\|20.41\|21.16\|20.08\|83910;2026-08-07\|22.55\|7.23\|20.97\|22.77\|20.97\|132936;2026-08-10\|22.52\|-0.13\|22.55\|22.75\|21.76\|81293;2026-08-11\|22.56\|0.18\|22.30\|22.89\|22.13\|60587;2026-08-12\|22.93\|1.64\|22.50\|22.98\|22.39\|46110;2026-08-13\|22.35\|-2.53\|23.12\|23.43\|22.35\|66282;2026-08-14\|22.32\|-0.13\|22.41\|22.80\|21.90\|61594;2026-08-17\|22.66\|1.52\|22.33\|22.75\|22.18\|63391;2026-08-18\|22.39\|-1.19\|22.64\|22.88\|22.15\|64426;2026-08-19\|21.15\|-5.54\|22.00\|22.37\|21.06\|85196;2026-08-20\|21.13\|-0.09\|21.50\|21.60\|21.04\|50531;2026-08-21\|21.26\|0.62\|20.81\|21.45\|20.52\|52021;2026-08-24\|20.74\|-2.45\|21.10\|21.47\|20.07\|60994;2026-08-25\|20.93\|0.92\|20.18\|20.99\|19.92\|52930;2026-08-26\|20.57\|-1.72\|20.86\|21.16\|20.23\|45809;2026-08-27\|22.63\|10.01\|21.57\|22.63\|21.03\|114811;2026-08-28\|22.07\|-2.47\|22.66\|22.89\|22.04\|167512;2026-08-31\|23.06\|4.49\|21.67\|23.17\|21.63\|143996;2026-09-01\|22.50\|-2.43\|23.05\|23.07\|22.31\|89145;2026-09-02\|23.65\|5.11\|22.18\|23.79\|22.02\|155629;2026-09-03\|23.19\|-1.95\|23.65\|23.65\|22.88\|113272;2026-09-04\|22.27\|-3.97\|23.32\|23.46\|22.11\|92840;2026-09-07\|22.37\|0.45\|22.27\|22.75\|22.05\|113239;2026-09-08\|21.88\|-2.19\|22.28\|22.57\|21.77\|104446;2026-09-09\|22.12\|1.10\|22.09\|22.65\|21.96\|83754;2026-09-10\|22.40\|1.27\|22.00\|22.97\|21.70\|98826;2026-09-11\|23.22\|3.66\|22.00\|23.29\|21.61\|176861;2026-09-14\|24.71\|6.42\|22.90\|25.54\|22.27\|331734;2026-09-15\|24.33\|-1.54\|24.60\|25.38\|24.20\|253294
113410	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+机器人行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日互动易，公司 PPO 产品目前产能小，良率较高，都是以产定销，满产满销，全部供应给覆铜板客户；据2026年5月26日互动易，PPO复制一条生产线扩产项目预计下半年完成建设。 2、据2026年4月29日投资者关系活动记录表，公司下游机器人客户发展迅猛，低空经济及机器人用产品占比增长较多，产品毛利率高于传统产品，带动净利润增幅远超收入增幅。 3、公司专注于高分子改性塑料的研发与生产，产品广泛应用于汽车、家用电器、低空飞行器、机器人等行业；据2026年一季报，公司归母净利润同比增长114.45%。	1、公司5G 高分子材料产品可应用于 PCB 和 FPC 相关产品，已实现小批量量产； 2、公司为我国长征五号火箭提供基于SLS工艺的3D打印轻量化材料方案，相关技术已实际应用于航天发射	2026-05-12\|11.41\|-2.40\|11.70\|11.71\|11.35\|183898;2026-05-13\|11.74\|2.89\|11.38\|11.91\|11.28\|268792;2026-05-14\|12.75\|8.60\|12.37\|13.28\|12.37\|866325;2026-05-15\|12.28\|-3.69\|12.66\|12.85\|12.20\|547886;2026-05-18\|12.25\|-0.24\|12.16\|12.57\|12.00\|306360;2026-05-19\|12.48\|1.88\|12.61\|13.15\|12.16\|409593;2026-05-20\|12.17\|-2.48\|12.40\|12.43\|12.07\|255543;2026-05-21\|11.67\|-4.11\|12.20\|12.42\|11.60\|321054;2026-05-22\|13.38\|14.65\|11.71\|13.38\|11.50\|727694;2026-05-25\|13.42\|0.30\|13.38\|13.60\|13.18\|448009;2026-05-26\|13.25\|-1.27\|13.36\|13.57\|12.96\|333530;2026-05-27\|14.14\|6.72\|13.69\|14.88\|13.47\|860502;2026-05-28\|14.42\|1.98\|14.30\|14.53\|13.80\|700519;2026-05-29\|13.88\|-3.74\|14.40\|14.74\|13.50\|606188;2026-06-01\|13.38\|-3.60\|13.80\|14.00\|13.21\|385050;2026-06-02\|14.19\|6.05\|13.38\|14.40\|13.16\|569404;2026-06-03\|14.32\|0.92\|14.05\|15.30\|13.96\|714548;2026-06-04\|14.57\|1.75\|14.22\|14.71\|13.92\|514984;2026-06-05\|14.78\|1.44\|14.33\|15.00\|13.62\|564831;2026-06-08\|14.11\|-4.53\|14.02\|15.14\|14.01\|576902;2026-06-09\|16.93\|19.99\|15.88\|16.93\|15.20\|1077694;2026-06-10\|16.95\|0.12\|17.98\|18.27\|16.73\|1267215;2026-06-11\|16.12\|-4.90\|16.81\|17.19\|15.86\|913023;2026-06-12\|15.33\|-4.90\|16.18\|16.76\|15.29\|683821;2026-06-15\|16.76\|9.33\|15.58\|17.15\|15.47\|688498;2026-06-16\|17.40\|3.82\|16.60\|17.58\|16.50\|799123;2026-06-17\|17.51\|0.63\|17.00\|17.77\|16.85\|714666;2026-06-18\|18.26\|4.28\|17.51\|18.88\|17.01\|832566;2026-06-22\|17.62\|-3.50\|18.63\|19.08\|17.10\|777137;2026-06-23\|17.68\|0.34\|17.20\|18.05\|16.85\|547008;2026-06-24\|17.33\|-1.98\|17.12\|17.61\|16.75\|455174;2026-06-25\|16.51\|-4.73\|17.04\|17.04\|15.69\|594326;2026-06-26\|15.45\|-6.42\|16.40\|16.40\|15.31\|474902;2026-06-29\|15.12\|-2.14\|16.17\|16.32\|14.71\|475862;2026-06-30\|16.07\|6.28\|15.12\|16.43\|14.82\|396828;2026-07-01\|16.88\|5.04\|16.33\|17.60\|16.30\|584439;2026-07-02\|17.56\|4.03\|16.40\|18.10\|16.04\|682620;2026-07-03\|16.73\|-4.73\|17.25\|17.90\|16.71\|471784;2026-07-06\|15.86\|-5.20\|16.70\|16.98\|15.59\|393522;2026-07-07\|15.91\|0.32\|15.72\|16.36\|15.46\|305989;2026-07-08\|15.20\|-4.46\|15.76\|15.88\|14.81\|303303;2026-07-09\|15.20\|0.00\|15.22\|15.41\|14.41\|318070;2026-07-10\|14.53\|-3.77\|15.20\|15.42\|14.52\|317550;2026-07-13\|14.00\|-3.65\|14.46\|14.65\|13.96\|316748;2026-07-14\|14.38\|2.71\|13.97\|14.68\|13.62\|275967;2026-07-15\|13.61\|-5.35\|14.47\|14.55\|13.58\|250897;2026-07-16\|12.78\|-6.10\|13.38\|13.78\|12.67\|305044;2026-07-17\|11.65\|-8.84\|12.82\|12.86\|11.50\|317515;2026-07-20\|10.46\|-10.21\|12.00\|12.00\|10.22\|419565;2026-07-21\|11.03\|5.45\|10.64\|11.07\|9.34\|446564;2026-07-22\|10.65\|-3.45\|10.88\|11.12\|10.50\|287526;2026-07-23\|10.82\|1.60\|10.62\|10.88\|10.49\|206246;2026-07-24\|10.42\|-3.70\|10.66\|10.81\|10.29\|164106;2026-07-27\|11.09\|6.43\|10.30\|11.09\|10.30\|230497;2026-07-28\|11.15\|0.54\|11.07\|11.65\|10.90\|322771;2026-07-29\|10.96\|-1.70\|11.15\|11.15\|10.53\|278281;2026-07-30\|10.38\|-5.29\|10.88\|11.06\|10.27\|232569;2026-07-31\|10.95\|5.49\|10.93\|11.40\|10.89\|306129;2026-08-03\|11.30\|3.20\|11.10\|11.39\|11.00\|225799;2026-08-04\|12.03\|6.46\|11.45\|12.14\|11.24\|283335;2026-08-05\|12.34\|2.58\|11.99\|12.55\|11.94\|253877;2026-08-06\|12.72\|3.08\|12.22\|12.74\|12.11\|236251;2026-08-07\|14.10\|10.85\|12.83\|14.29\|12.72\|391786;2026-08-10\|14.02\|-0.57\|14.34\|14.56\|13.83\|255989;2026-08-11\|13.75\|-1.93\|13.92\|14.01\|13.62\|174282;2026-08-12\|13.88\|0.95\|13.79\|14.06\|13.65\|154372;2026-08-13\|13.63\|-1.80\|14.05\|14.14\|13.58\|185259;2026-08-14\|13.89\|1.91\|13.60\|13.96\|13.51\|167802;2026-08-17\|14.07\|1.30\|13.95\|14.14\|13.72\|179663;2026-08-18\|13.87\|-1.42\|14.00\|14.17\|13.68\|165939;2026-08-19\|12.85\|-7.35\|13.50\|13.65\|12.77\|230777;2026-08-20\|13.11\|2.02\|12.95\|13.44\|12.86\|159890;2026-08-21\|14.40\|9.84\|13.11\|14.41\|13.11\|384211;2026-08-24\|14.22\|-1.25\|14.65\|14.88\|14.03\|406519;2026-08-25\|13.79\|-3.02\|14.03\|14.10\|13.25\|285946;2026-08-26\|13.73\|-0.44\|13.86\|13.93\|13.46\|148034;2026-08-27\|13.93\|1.46\|13.60\|14.03\|13.58\|169876;2026-08-28\|13.75\|-1.29\|13.85\|14.13\|13.70\|156827;2026-08-31\|14.00\|1.82\|13.40\|14.05\|13.32\|136657;2026-09-01\|13.78\|-1.57\|14.04\|14.04\|13.64\|145633;2026-09-02\|13.61\|-1.23\|13.52\|13.75\|13.42\|100472;2026-09-03\|13.55\|-0.44\|13.79\|13.95\|13.38\|144695;2026-09-04\|13.19\|-2.66\|13.64\|13.85\|13.07\|181130;2026-09-07\|13.68\|3.71\|13.28\|13.77\|13.28\|183282;2026-09-08\|13.92\|1.75\|13.58\|13.93\|13.30\|193359;2026-09-09\|13.83\|-0.65\|13.97\|14.10\|13.70\|159180;2026-09-10\|13.72\|-0.80\|13.83\|14.02\|13.65\|138829;2026-09-11\|13.83\|0.80\|13.60\|13.94\|13.23\|187990;2026-09-14\|14.00\|1.23\|13.70\|14.18\|13.40\|196758;2026-09-15\|14.67\|4.79\|14.10\|14.77\|13.85\|431852
113409	全球最大PPE树脂产区停产，PCB材料持续涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719;2026-09-15\|53.77\|1.86\|52.70\|55.38\|52.55\|621451
113408	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB化学品+AI算力+股权激励行业原因： 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4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|27.38\|-9.99\|29.94\|30.67\|27.38\|319473;2026-07-14\|29.50\|7.74\|27.31\|29.95\|27.25\|332702;2026-07-15\|28.61\|-3.02\|29.99\|30.20\|28.50\|238217;2026-07-16\|27.21\|-4.89\|27.90\|29.17\|26.85\|232198;2026-07-17\|24.80\|-8.86\|27.16\|27.38\|24.65\|254004;2026-07-20\|22.32\|-10.00\|25.30\|25.60\|22.32\|298041;2026-07-21\|23.29\|4.35\|21.85\|23.33\|20.09\|474371;2026-07-22\|22.30\|-4.25\|23.03\|23.74\|22.05\|324387;2026-07-23\|22.35\|0.22\|22.34\|23.32\|22.04\|208535;2026-07-24\|21.90\|-2.01\|21.80\|22.86\|21.60\|198952;2026-07-27\|23.27\|6.26\|21.92\|23.27\|21.56\|242100;2026-07-28\|21.89\|-5.93\|22.65\|23.50\|21.71\|222531;2026-07-29\|21.59\|-1.37\|21.84\|22.15\|20.85\|258372;2026-07-30\|20.09\|-6.95\|21.35\|21.59\|19.81\|260035;2026-07-31\|20.86\|3.83\|21.37\|21.85\|20.84\|221561;2026-08-03\|20.22\|-3.07\|20.85\|20.85\|20.04\|171814;2026-08-04\|21.74\|7.52\|20.60\|21.87\|20.40\|257791;2026-08-05\|22.91\|5.38\|21.60\|23.25\|21.59\|288285;2026-08-06\|23.91\|4.36\|22.86\|24.18\|22.61\|368023;2026-08-07\|26.30\|10.00\|24.00\|26.30\|23.99\|347743;2026-08-10\|25.16\|-4.33\|26.16\|26.42\|24.50\|516842;2026-08-11\|24.93\|-0.91\|24.81\|25.56\|24.51\|313792;2026-08-12\|25.49\|2.25\|25.08\|25.57\|24.68\|303885;2026-08-13\|25.21\|-1.10\|25.80\|26.17\|25.20\|299279;2026-08-14\|25.55\|1.35\|25.50\|25.73\|24.90\|227575;2026-08-17\|26.44\|3.48\|26.06\|26.44\|25.60\|300755;2026-08-18\|28.26\|6.88\|26.64\|28.96\|26.56\|641219;2026-08-19\|25.70\|-9.06\|26.97\|27.52\|25.44\|453570;2026-08-20\|25.56\|-0.54\|26.51\|26.96\|25.30\|305833;2026-08-21\|26.04\|1.88\|25.27\|27.00\|24.82\|279461;2026-08-24\|25.15\|-3.42\|25.90\|25.98\|24.46\|234844;2026-08-25\|24.97\|-0.72\|25.00\|25.50\|24.01\|213353;2026-08-26\|24.67\|-1.20\|25.48\|25.48\|24.49\|182058;2026-08-27\|25.73\|4.30\|24.92\|25.95\|24.39\|253088;2026-08-28\|25.22\|-1.98\|25.62\|26.36\|25.22\|198830;2026-08-31\|25.57\|1.39\|24.45\|25.78\|24.37\|174308;2026-09-01\|24.36\|-4.73\|25.57\|25.62\|24.31\|213214;2026-09-02\|24.10\|-1.07\|24.11\|24.34\|23.82\|145639;2026-09-03\|23.79\|-1.29\|24.34\|24.35\|23.45\|127287;2026-09-04\|22.85\|-3.95\|24.27\|24.39\|22.65\|191743;2026-09-07\|23.79\|4.11\|23.07\|23.98\|22.80\|175734;2026-09-08\|23.89\|0.42\|23.56\|24.68\|23.56\|172855;2026-09-09\|23.74\|-0.63\|23.97\|24.64\|23.48\|148868;2026-09-10\|23.65\|-0.38\|23.48\|24.45\|23.30\|168968;2026-09-11\|23.83\|0.76\|23.30\|24.33\|22.50\|246289;2026-09-14\|24.24\|1.72\|23.60\|24.48\|22.70\|237924;2026-09-15\|24.98\|3.05\|24.07\|26.66\|24.07\|434810
113407	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456
113406	全球最大PPE树脂产区停产，PCB材料持续涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227
113405	全球最大PPE树脂产区停产，PCB材料持续涨价	高速电子树脂+覆铜板上游+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583;2026-09-09\|47.17\|-0.51\|47.90\|48.31\|46.71\|345859;2026-09-10\|48.59\|3.01\|46.50\|49.45\|46.04\|590587;2026-09-11\|47.72\|-1.79\|46.97\|48.45\|44.86\|581239;2026-09-14\|48.29\|1.19\|46.92\|48.97\|45.82\|453576;2026-09-15\|49.37\|2.24\|48.00\|50.94\|47.80\|619344
113404	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+江西产能行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月12日机构调研，公司自主开发的聚苯醚树脂PPO具有极好的介电性能，已通过部分客户认证测试，正在积极商业化推广中。 2、据2025年6月27日招股说明书及2026年6月3日互动易，公司主营覆铜板用电子树脂，已进入建滔集团、生益科技、南亚新材等全球知名覆铜板厂商供应链。 3、据2026年5月12日机构调研，全资子公司江西同宇自2024年7月投产后产销量快速增长，2025年销售数量达28,819.93吨，同比增长633.23%，产能持续爬坡。	2025-07上市	2026-05-12\|260.99\|1.16\|257.20\|262.20\|251.21\|12420;2026-05-13\|270.91\|3.80\|257.91\|279.58\|254.99\|22046;2026-05-14\|262.30\|-3.18\|268.21\|273.34\|258.00\|17200;2026-05-15\|253.95\|-3.18\|267.01\|278.40\|250.71\|15555;2026-05-18\|256.11\|0.85\|251.00\|262.80\|250.70\|12124;2026-05-19\|260.82\|1.84\|253.00\|261.52\|247.58\|11599;2026-05-20\|265.82\|1.92\|260.50\|268.68\|256.12\|12136;2026-05-21\|246.80\|-7.16\|265.88\|273.20\|246.68\|14122;2026-05-22\|264.51\|7.18\|252.66\|269.37\|251.74\|16139;2026-05-25\|262.60\|-0.72\|269.80\|273.37\|260.52\|12491;2026-05-26\|261.45\|-0.44\|263.78\|267.84\|255.22\|13928;2026-05-27\|271.50\|3.84\|272.51\|289.00\|262.21\|21593;2026-05-28\|286.50\|5.52\|268.00\|288.88\|268.00\|23077;2026-05-29\|254.93\|-11.02\|281.34\|287.70\|252.41\|25069;2026-06-01\|244.80\|-3.97\|254.55\|259.79\|242.31\|14169;2026-06-02\|256.52\|4.79\|246.29\|259.78\|240.00\|14011;2026-06-03\|245.00\|-4.49\|257.21\|265.88\|241.50\|17608;2026-06-04\|246.13\|0.46\|241.46\|250.60\|241.01\|11177;2026-06-05\|239.01\|-2.89\|243.67\|245.45\|228.00\|13687;2026-06-08\|230.56\|-3.54\|233.82\|240.40\|226.88\|11016;2026-06-09\|276.67\|20.00\|254.00\|276.67\|252.64\|23840;2026-06-10\|299.50\|8.25\|282.02\|315.96\|282.02\|42152;2026-06-11\|304.22\|1.58\|295.06\|311.04\|286.00\|34547;2026-06-12\|279.01\|-8.29\|295.00\|303.66\|277.33\|29327;2026-06-15\|320.66\|14.93\|284.04\|327.40\|283.76\|32822;2026-06-16\|334.50\|4.32\|314.25\|350.08\|307.00\|34375;2026-06-17\|353.88\|5.79\|325.00\|355.50\|323.36\|29725;2026-06-18\|402.31\|13.69\|350.18\|412.19\|347.80\|30275;2026-06-22\|412.00\|2.41\|408.99\|445.00\|400.00\|30181;2026-06-23\|386.49\|-6.19\|401.05\|407.99\|383.67\|20437;2026-06-24\|399.75\|3.43\|383.81\|406.04\|381.00\|20027;2026-06-25\|279.99\|-1.40\|284.76\|287.76\|272.00\|27183;2026-06-26\|265.88\|-5.04\|274.00\|279.99\|261.00\|27497;2026-06-29\|242.22\|-8.90\|269.69\|269.77\|233.43\|29376;2026-06-30\|250.16\|3.28\|241.98\|253.00\|238.00\|20394;2026-07-01\|244.50\|-2.26\|250.16\|254.31\|241.68\|18225;2026-07-02\|232.28\|-5.00\|235.56\|244.99\|231.11\|16755;2026-07-03\|224.32\|-3.43\|230.00\|233.28\|223.17\|13761;2026-07-06\|232.80\|3.78\|230.01\|262.00\|229.68\|27935;2026-07-07\|230.54\|-0.97\|231.01\|238.29\|226.02\|19962;2026-07-08\|219.70\|-4.70\|235.00\|236.40\|218.00\|18394;2026-07-09\|226.30\|3.00\|224.10\|226.95\|212.26\|17835;2026-07-10\|215.80\|-4.64\|229.00\|238.61\|215.55\|19066;2026-07-13\|203.76\|-5.58\|215.16\|219.97\|203.11\|16856;2026-07-14\|219.80\|7.87\|204.90\|223.00\|202.59\|20483;2026-07-15\|208.00\|-5.37\|220.86\|221.85\|206.88\|12916;2026-07-16\|198.04\|-4.79\|208.01\|213.31\|195.58\|14229;2026-07-17\|181.18\|-8.51\|196.00\|198.00\|177.59\|13695;2026-07-20\|154.39\|-14.79\|186.00\|187.00\|151.50\|21647;2026-07-21\|170.67\|10.54\|158.96\|170.84\|140.60\|23012;2026-07-22\|161.87\|-5.16\|165.04\|171.99\|161.00\|15986;2026-07-23\|162.12\|0.15\|163.15\|167.53\|159.38\|11321;2026-07-24\|160.44\|-1.04\|159.60\|170.84\|157.01\|14865;2026-07-27\|169.46\|5.62\|162.67\|169.60\|160.46\|15050;2026-07-28\|156.16\|-7.85\|164.97\|167.79\|155.34\|16565;2026-07-29\|152.61\|-2.27\|156.29\|157.00\|145.50\|15647;2026-07-30\|144.70\|-5.18\|151.00\|153.26\|139.39\|14735;2026-07-31\|149.90\|3.59\|156.00\|160.99\|149.70\|18807;2026-08-03\|142.00\|-5.27\|148.60\|148.88\|141.31\|11902;2026-08-04\|153.70\|8.24\|143.82\|154.47\|142.11\|16828;2026-08-05\|164.81\|7.23\|151.40\|165.57\|150.96\|18296;2026-08-06\|166.20\|0.84\|160.99\|169.87\|159.60\|14728;2026-08-07\|175.33\|5.49\|166.02\|177.60\|164.00\|19337;2026-08-10\|173.61\|-0.98\|175.65\|176.88\|169.00\|13544;2026-08-11\|171.54\|-1.19\|171.22\|175.36\|169.00\|9882;2026-08-12\|175.63\|2.38\|169.44\|177.88\|169.44\|10962;2026-08-13\|172.20\|-1.95\|177.80\|181.28\|172.20\|11997;2026-08-14\|176.80\|2.67\|174.38\|178.95\|173.00\|12651;2026-08-17\|184.35\|4.27\|176.44\|184.85\|176.44\|15424;2026-08-18\|181.77\|-1.40\|184.18\|188.99\|178.82\|13399;2026-08-19\|167.11\|-8.07\|175.00\|179.50\|165.10\|13724;2026-08-20\|167.25\|0.08\|168.24\|171.80\|165.67\|9000;2026-08-21\|166.22\|-0.62\|164.38\|168.94\|162.02\|9270;2026-08-24\|161.93\|-2.58\|166.22\|166.22\|156.08\|10857;2026-08-25\|164.01\|1.28\|160.00\|165.34\|154.60\|11416;2026-08-26\|196.81\|20.00\|196.39\|196.81\|188.68\|44772;2026-08-27\|208.63\|6.01\|203.87\|213.54\|191.01\|51319;2026-08-28\|198.00\|-5.10\|209.15\|212.88\|198.00\|30481;2026-08-31\|205.18\|3.63\|195.00\|209.91\|193.02\|30799;2026-09-01\|195.15\|-4.89\|204.46\|204.99\|193.50\|21966;2026-09-02\|191.50\|-1.87\|192.45\|198.92\|191.40\|17584;2026-09-03\|191.06\|-0.23\|194.86\|198.00\|187.51\|15810;2026-09-04\|180.02\|-5.78\|191.99\|194.29\|178.21\|19405;2026-09-07\|190.41\|5.77\|184.00\|191.51\|181.01\|18163;2026-09-08\|184.68\|-3.01\|189.00\|191.11\|183.68\|12281;2026-09-09\|191.00\|3.42\|187.25\|194.88\|185.12\|18082;2026-09-10\|189.50\|-0.79\|188.20\|195.00\|187.37\|15631;2026-09-11\|184.78\|-2.49\|184.77\|188.55\|170.26\|18410;2026-09-14\|183.61\|-0.63\|175.60\|185.90\|173.32\|16293;2026-09-15\|197.57\|7.60\|180.81\|202.32\|180.81\|26353
113403	全球最大PPE树脂产区停产，PCB材料持续涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.41\|-0.06\|16.39\|16.96\|16.25\|522349;2026-09-10\|16.81\|2.44\|16.06\|17.23\|16.00\|860424;2026-09-11\|17.46\|3.87\|16.41\|17.56\|15.74\|1105934;2026-09-14\|18.81\|7.73\|17.25\|19.21\|16.70\|1453736;2026-09-15\|18.81\|0.00\|18.46\|19.48\|18.46\|1256881
113402	全球最大PPE树脂产区停产，PCB材料持续涨价	铜箔+HVLP+固态电池+满产满销行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-05-12\|10.84\|-1.00\|10.96\|11.14\|10.61\|1303332;2026-05-13\|11.07\|2.12\|10.80\|11.37\|10.62\|1593820;2026-05-14\|10.43\|-5.78\|11.01\|11.08\|10.32\|1424909;2026-05-15\|10.11\|-3.07\|10.34\|10.84\|10.03\|1329355;2026-05-18\|10.00\|-1.09\|10.01\|10.12\|9.80\|1029202;2026-05-19\|9.72\|-2.80\|9.88\|10.01\|9.54\|923870;2026-05-20\|9.91\|1.95\|9.66\|10.06\|9.32\|1073300;2026-05-21\|9.29\|-6.26\|9.99\|10.14\|9.26\|1041523;2026-05-22\|9.98\|7.43\|9.29\|10.07\|9.20\|1240267;2026-05-25\|10.08\|1.00\|10.17\|10.65\|10.03\|1049917;2026-05-26\|10.81\|7.24\|10.08\|11.09\|9.88\|2628398;2026-05-27\|10.46\|-3.24\|10.65\|10.92\|10.32\|1812101;2026-05-28\|11.51\|10.04\|10.48\|11.51\|10.48\|2324843;2026-05-29\|12.66\|9.99\|11.70\|12.66\|11.51\|2771038;2026-06-01\|12.37\|-2.29\|12.61\|13.19\|12.20\|3124311;2026-06-02\|11.84\|-4.28\|12.18\|12.32\|11.33\|2119837;2026-06-03\|12.04\|1.69\|11.52\|12.73\|11.52\|2227040;2026-06-04\|11.54\|-4.15\|11.89\|11.90\|11.26\|1766155;2026-06-05\|11.29\|-2.17\|11.42\|11.95\|10.87\|1840852;2026-06-08\|10.74\|-4.87\|10.70\|11.27\|10.52\|1333557;2026-06-09\|11.81\|9.96\|11.00\|11.81\|10.99\|1025252;2026-06-10\|12.20\|3.30\|12.38\|12.58\|11.80\|2238091;2026-06-11\|12.22\|0.16\|12.21\|12.45\|11.88\|1732584;2026-06-12\|12.94\|5.89\|12.52\|13.44\|12.30\|2798252;2026-06-15\|14.23\|9.97\|13.60\|14.23\|13.59\|699018;2026-06-16\|15.65\|9.98\|15.65\|15.65\|15.65\|108116;2026-06-17\|17.22\|10.03\|17.22\|17.22\|17.22\|162236;2026-06-18\|17.57\|2.03\|17.50\|18.42\|17.00\|4928456;2026-06-22\|17.15\|-2.39\|17.32\|17.84\|16.35\|3518854;2026-06-23\|15.44\|-9.97\|16.50\|16.55\|15.44\|1604695;2026-06-24\|15.17\|-1.75\|14.45\|15.44\|14.41\|2634766;2026-06-25\|15.77\|3.96\|14.95\|16.10\|14.66\|2662454;2026-06-26\|15.29\|-3.04\|15.40\|16.55\|15.10\|2391419;2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558;2026-07-13\|11.54\|-9.98\|12.42\|12.80\|11.54\|1257692;2026-07-14\|12.14\|5.20\|11.24\|12.19\|11.14\|1370263;2026-07-15\|11.66\|-3.95\|12.38\|12.43\|11.57\|986300;2026-07-16\|10.94\|-6.17\|11.40\|11.71\|10.80\|995375;2026-07-17\|9.95\|-9.05\|10.94\|10.98\|9.85\|1106032;2026-07-20\|8.96\|-9.95\|10.20\|10.28\|8.96\|1070484;2026-07-21\|9.34\|4.24\|8.99\|9.37\|8.06\|1633575;2026-07-22\|8.85\|-5.25\|9.29\|9.46\|8.76\|1154377;2026-07-23\|9.14\|3.28\|9.00\|9.54\|8.91\|1273992;2026-07-24\|8.70\|-4.81\|9.00\|9.16\|8.69\|773134;2026-07-27\|9.37\|7.70\|8.84\|9.43\|8.66\|1176878;2026-07-28\|8.89\|-5.12\|9.36\|9.46\|8.82\|1053404;2026-07-29\|8.66\|-2.59\|8.85\|8.88\|8.43\|1135463;2026-07-30\|8.02\|-7.39\|8.56\|8.62\|7.89\|1215756;2026-07-31\|8.16\|1.75\|8.46\|8.66\|8.13\|1241923;2026-08-03\|8.31\|1.84\|8.18\|8.37\|7.95\|933746;2026-08-04\|8.81\|6.02\|8.38\|8.88\|8.38\|1204027;2026-08-05\|9.36\|6.24\|8.86\|9.48\|8.86\|1712257;2026-08-06\|9.51\|1.60\|9.21\|9.69\|9.15\|1428545;2026-08-07\|10.46\|9.99\|9.51\|10.46\|9.35\|1215130;2026-08-10\|10.41\|-0.48\|10.80\|10.89\|10.12\|2449543;2026-08-11\|10.22\|-1.83\|10.15\|10.46\|10.10\|1239647;2026-08-12\|10.34\|1.17\|10.22\|10.45\|10.13\|1145902;2026-08-13\|10.16\|-1.74\|10.42\|10.80\|10.15\|1457735;2026-08-14\|10.36\|1.97\|10.17\|10.37\|10.10\|1088618;2026-08-17\|10.83\|4.54\|10.46\|10.83\|10.35\|1542860;2026-08-18\|10.58\|-2.31\|10.87\|11.11\|10.47\|1547776;2026-08-19\|9.87\|-6.71\|10.18\|10.72\|9.81\|1444222;2026-08-20\|9.76\|-1.11\|10.05\|10.14\|9.63\|938326;2026-08-21\|10.74\|10.04\|9.70\|10.74\|9.47\|2202832;2026-08-24\|11.07\|3.07\|10.80\|11.36\|10.61\|2960771;2026-08-25\|11.25\|1.63\|10.78\|11.38\|10.43\|2327204;2026-08-26\|11.66\|3.64\|11.26\|11.88\|10.87\|2626347;2026-08-27\|11.60\|-0.51\|11.38\|11.97\|11.20\|2362044;2026-08-28\|10.94\|-5.69\|11.38\|11.41\|10.90\|2149290;2026-08-31\|12.03\|9.96\|10.82\|12.03\|10.81\|1435922;2026-09-01\|11.91\|-1.00\|12.00\|12.60\|11.66\|3203443;2026-09-02\|11.65\|-2.18\|11.69\|12.22\|11.62\|2023830;2026-09-03\|11.41\|-2.06\|11.88\|12.05\|11.25\|1501663;2026-09-04\|11.03\|-3.33\|11.43\|11.55\|10.91\|1393820;2026-09-07\|11.37\|3.08\|11.00\|11.52\|10.94\|1418340;2026-09-08\|11.48\|0.97\|11.17\|11.67\|11.06\|1527261;2026-09-09\|11.26\|-1.92\|11.50\|11.62\|11.22\|1127620;2026-09-10\|11.25\|-0.09\|11.09\|11.55\|10.83\|1172244;2026-09-11\|10.83\|-3.73\|10.85\|11.09\|10.21\|1232801;2026-09-14\|11.03\|1.85\|10.50\|11.27\|10.34\|1091104;2026-09-15\|12.13\|9.97\|10.91\|12.13\|10.90\|1941725
113401	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742;2026-07-13\|4.64\|-9.90\|4.97\|5.18\|4.64\|919395;2026-07-14\|5.10\|9.91\|4.49\|5.10\|4.47\|899416;2026-07-15\|5.61\|10.00\|5.57\|5.61\|5.40\|889332;2026-07-16\|5.91\|5.35\|5.79\|6.17\|5.55\|1957741;2026-07-17\|6.04\|2.20\|5.95\|6.50\|5.84\|3800058;2026-07-20\|5.44\|-9.93\|5.44\|5.44\|5.44\|153268;2026-07-21\|4.90\|-9.93\|4.90\|5.29\|4.90\|2819513;2026-07-22\|5.17\|5.51\|4.43\|5.39\|4.43\|3448210;2026-07-23\|5.54\|7.16\|5.24\|5.69\|4.98\|3058658;2026-07-24\|5.21\|-5.96\|5.20\|5.77\|5.10\|2634450;2026-07-27\|5.73\|9.98\|5.30\|5.73\|4.87\|1844200;2026-07-28\|5.73\|0.00\|6.11\|6.30\|5.59\|3324427;2026-07-29\|6.30\|9.95\|5.66\|6.30\|5.50\|2698143;2026-07-30\|5.67\|-10.00\|6.40\|6.49\|5.67\|3300511;2026-07-31\|5.60\|-1.23\|5.82\|6.15\|5.40\|2808751;2026-08-03\|5.10\|-8.93\|5.28\|5.48\|5.05\|1982683;2026-08-04\|5.48\|7.45\|5.21\|5.51\|5.12\|2199435;2026-08-05\|5.63\|2.74\|5.41\|5.75\|5.41\|2086870;2026-08-06\|5.73\|1.78\|5.51\|5.89\|5.51\|1978042;2026-08-07\|6.11\|6.63\|5.64\|6.30\|5.63\|3320396;2026-08-10\|6.72\|9.98\|6.12\|6.72\|6.10\|2481186;2026-08-11\|6.88\|2.38\|6.51\|7.39\|6.40\|3898021;2026-08-12\|6.98\|1.45\|6.86\|7.09\|6.55\|2565681;2026-08-13\|6.65\|-4.73\|6.99\|7.05\|6.65\|2055380;2026-08-14\|6.48\|-2.56\|6.74\|7.05\|6.36\|1702429;2026-08-17\|6.81\|5.09\|6.71\|6.92\|6.49\|1819392;2026-08-18\|7.18\|5.43\|6.86\|7.28\|6.66\|2599011;2026-08-19\|6.46\|-10.03\|6.72\|6.77\|6.46\|1534576;2026-08-20\|6.27\|-2.94\|6.34\|6.56\|5.89\|1436456;2026-08-21\|6.45\|2.87\|6.21\|6.56\|6.11\|1447516;2026-08-24\|5.98\|-7.29\|6.45\|6.47\|5.88\|1380687;2026-08-25\|6.13\|2.51\|5.82\|6.20\|5.66\|1128570;2026-08-26\|5.96\|-2.77\|6.14\|6.21\|5.80\|1129515;2026-08-27\|6.27\|5.20\|5.98\|6.34\|5.86\|1491538;2026-08-28\|6.45\|2.87\|6.21\|6.50\|6.17\|1524351;2026-08-31\|7.10\|10.08\|6.29\|7.10\|6.29\|1512096;2026-09-01\|6.94\|-2.25\|7.10\|7.36\|6.55\|2435107;2026-09-02\|6.78\|-2.31\|6.91\|6.93\|6.67\|1229327;2026-09-03\|6.72\|-0.89\|6.85\|6.92\|6.60\|1215584;2026-09-04\|6.38\|-5.06\|6.80\|6.90\|6.37\|1461962;2026-09-07\|6.63\|3.92\|6.50\|6.66\|6.45\|1263065;2026-09-08\|6.71\|1.21\|6.59\|6.86\|6.59\|1367869;2026-09-09\|6.39\|-4.77\|6.71\|6.82\|6.12\|1561763;2026-09-10\|6.41\|0.31\|6.28\|6.75\|6.15\|1195946;2026-09-11\|6.34\|-1.09\|6.18\|6.57\|6.00\|1220242;2026-09-14\|6.97\|9.94\|6.19\|6.97\|6.05\|2115785;2026-09-15\|6.63\|-4.88\|6.97\|7.36\|6.61\|2955578
113400	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针设备+工业母机+国资股权转让+湖北国资行业原因：方正证券指出，AI芯片迈向万亿晶体管时代，玻璃光波导凭借优异的透光性和低光损耗，有望在2027年前后落地，成为CPO技术从"光电分封"走向"光电一体"的关键材料支撑。公司原因： 1、据上海证券报2026年6月2日报道，公司控股股东湖北省资产管理有限公司19%股权在武汉光谷联合产权交易所挂牌转让。 2、据2026年5月29日及5月27日异动公告，公司澄清网络平台流传的“PCB概念”言论缺乏事实依据，公司核心主营业务为电子信息显示终端的研发、设计、生产和销售服务；据2026年1月16日机构调研，子公司宏创智能研发投产的多工位粗精磨一体机MF6000E，其加工生产的钻针可用于加工高频高速PCB板。 3、据2026年1月16日机构调研及2025年8月9日公告，子公司宏创智能主要研发制造五轴联动多轴复合数控机床等高端产品，规划满产后年产能预计达500台。 4、据2026年3月25日年报，公司作为国资控股企业，控股股东为湖北省资产管理有限公司，最终控制人为湖北省人民政府。	实控人湖北省国资委；公司主要产品分为显示器产品及IOT智能显示终端两大系列，子公司宏创智能研发投产的精密段差磨床MF6000E，所加工钻针可用于高频高速PCB板	2026-05-12\|3.88\|-2.02\|3.96\|3.98\|3.86\|368968;2026-05-13\|3.92\|1.03\|3.86\|4.03\|3.85\|440333;2026-05-14\|3.80\|-3.06\|3.96\|3.96\|3.79\|341198;2026-05-15\|3.81\|0.26\|3.81\|3.87\|3.75\|303935;2026-05-18\|3.94\|3.41\|3.82\|3.97\|3.77\|509296;2026-05-19\|3.96\|0.51\|3.91\|3.98\|3.86\|356708;2026-05-20\|3.83\|-3.28\|3.93\|3.94\|3.79\|271658;2026-05-21\|3.80\|-0.78\|3.96\|4.10\|3.78\|655314;2026-05-22\|3.92\|3.16\|3.79\|3.94\|3.66\|514671;2026-05-25\|4.31\|9.95\|3.95\|4.31\|3.95\|1279603;2026-05-26\|4.74\|9.98\|4.34\|4.74\|4.34\|797726;2026-05-27\|5.21\|9.92\|4.74\|5.21\|4.55\|2439304;2026-05-28\|5.73\|9.98\|5.72\|5.73\|5.71\|615409;2026-05-29\|5.16\|-9.95\|6.30\|6.30\|5.16\|2807086;2026-06-01\|4.92\|-4.65\|4.98\|5.20\|4.72\|2436777;2026-06-02\|5.15\|4.67\|4.68\|5.41\|4.56\|2711174;2026-06-03\|4.89\|-5.05\|4.77\|5.23\|4.64\|1871803;2026-06-04\|4.79\|-2.04\|4.75\|5.20\|4.70\|1551062;2026-06-05\|4.76\|-0.63\|4.71\|5.00\|4.37\|1728057;2026-06-08\|4.36\|-8.40\|4.60\|4.86\|4.31\|1251706;2026-06-09\|4.80\|10.09\|4.55\|4.80\|4.47\|364304;2026-06-10\|4.32\|-10.00\|5.02\|5.02\|4.32\|1588408;2026-06-11\|4.10\|-5.09\|4.05\|4.29\|4.00\|1136842;2026-06-12\|4.03\|-1.71\|4.11\|4.31\|3.98\|1013834;2026-06-15\|4.17\|3.47\|4.06\|4.24\|4.06\|776846;2026-06-16\|4.26\|2.16\|4.17\|4.31\|4.06\|712814;2026-06-17\|4.18\|-1.88\|4.18\|4.33\|4.15\|656183;2026-06-18\|4.06\|-2.87\|4.14\|4.16\|3.97\|660166;2026-06-22\|3.97\|-2.22\|4.09\|4.09\|3.85\|628902;2026-06-23\|4.08\|2.77\|3.94\|4.28\|3.91\|743594;2026-06-24\|3.90\|-4.41\|4.10\|4.12\|3.83\|571678;2026-06-25\|3.77\|-3.33\|3.90\|3.95\|3.73\|484492;2026-06-26\|3.69\|-2.12\|3.78\|3.86\|3.64\|411696;2026-06-29\|3.53\|-4.34\|3.69\|3.72\|3.47\|493788;2026-06-30\|3.73\|5.67\|3.54\|3.83\|3.49\|650476;2026-07-01\|3.61\|-3.22\|3.70\|3.75\|3.59\|442566;2026-07-02\|3.56\|-1.39\|3.59\|3.71\|3.53\|420346;2026-07-03\|3.48\|-2.25\|3.60\|3.62\|3.46\|344379;2026-07-06\|3.38\|-2.87\|3.45\|3.55\|3.37\|390538;2026-07-07\|3.27\|-3.25\|3.39\|3.44\|3.24\|340821;2026-07-08\|3.17\|-3.06\|3.27\|3.29\|3.13\|302902;2026-07-09\|3.20\|0.95\|3.17\|3.26\|3.07\|380424;2026-07-10\|3.21\|0.31\|3.17\|3.33\|3.15\|438842;2026-07-13\|2.98\|-7.17\|3.21\|3.22\|2.96\|445520;2026-07-14\|3.06\|2.68\|2.97\|3.08\|2.85\|499217;2026-07-15\|3.05\|-0.33\|3.03\|3.15\|3.00\|346615;2026-07-16\|3.00\|-1.64\|3.01\|3.07\|2.98\|332330;2026-07-17\|2.83\|-5.67\|2.99\|3.04\|2.76\|377092;2026-07-20\|2.70\|-4.59\|2.87\|3.02\|2.64\|667038;2026-07-21\|2.76\|2.22\|2.69\|2.78\|2.45\|539969;2026-07-22\|2.78\|0.72\|2.72\|2.81\|2.71\|393271;2026-07-23\|2.86\|2.88\|2.77\|2.88\|2.73\|340452;2026-07-24\|2.75\|-3.85\|2.80\|2.84\|2.72\|247964;2026-07-27\|2.88\|4.73\|2.71\|2.94\|2.70\|307538;2026-07-28\|2.86\|-0.69\|2.85\|2.97\|2.85\|261197;2026-07-29\|2.92\|2.10\|2.88\|2.94\|2.82\|308575;2026-07-30\|2.84\|-2.74\|2.90\|2.96\|2.81\|298168;2026-07-31\|2.93\|3.17\|2.88\|2.99\|2.86\|343740;2026-08-03\|3.03\|3.41\|2.95\|3.05\|2.92\|284444;2026-08-04\|3.07\|1.32\|3.05\|3.10\|2.99\|231219;2026-08-05\|3.16\|2.93\|3.10\|3.16\|3.05\|285826;2026-08-06\|3.24\|2.53\|3.16\|3.25\|3.12\|326680;2026-08-07\|3.22\|-0.62\|3.24\|3.26\|3.12\|270474;2026-08-10\|3.28\|1.86\|3.21\|3.30\|3.16\|243726;2026-08-11\|3.28\|0.00\|3.26\|3.32\|3.22\|179536;2026-08-12\|3.37\|2.74\|3.28\|3.39\|3.26\|251062;2026-08-13\|3.30\|-2.08\|3.41\|3.43\|3.30\|233264;2026-08-14\|3.29\|-0.30\|3.30\|3.32\|3.21\|241870;2026-08-17\|3.36\|2.13\|3.31\|3.36\|3.24\|192543;2026-08-18\|3.43\|2.08\|3.40\|3.44\|3.30\|254668;2026-08-19\|3.21\|-6.41\|3.36\|3.40\|3.20\|245888;2026-08-20\|3.29\|2.49\|3.27\|3.31\|3.23\|152402;2026-08-21\|3.34\|1.52\|3.26\|3.34\|3.21\|183069;2026-08-24\|3.40\|1.80\|3.36\|3.54\|3.30\|432023;2026-08-25\|3.46\|1.76\|3.36\|3.47\|3.35\|255953;2026-08-26\|3.44\|-0.58\|3.47\|3.50\|3.40\|259485;2026-08-27\|3.52\|2.33\|3.44\|3.53\|3.43\|231167;2026-08-28\|3.53\|0.28\|3.55\|3.59\|3.49\|176428;2026-08-31\|3.48\|-1.42\|3.50\|3.54\|3.46\|172255;2026-09-01\|3.50\|0.57\|3.48\|3.52\|3.44\|171178;2026-09-02\|3.54\|1.14\|3.47\|3.55\|3.42\|175505;2026-09-03\|3.54\|0.00\|3.55\|3.59\|3.47\|241896;2026-09-04\|3.53\|-0.28\|3.56\|3.66\|3.50\|259363;2026-09-07\|3.52\|-0.28\|3.55\|3.55\|3.49\|153292;2026-09-08\|3.57\|1.42\|3.53\|3.57\|3.51\|152980;2026-09-09\|3.53\|-1.12\|3.57\|3.59\|3.50\|149890;2026-09-10\|3.53\|0.00\|3.51\|3.55\|3.44\|155328;2026-09-11\|3.49\|-1.13\|3.53\|3.53\|3.42\|174383;2026-09-14\|3.50\|0.29\|3.49\|3.53\|3.45\|135763;2026-09-15\|3.40\|-2.86\|3.50\|3.51\|3.39\|157268
113399	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.90\|-8.53\|6.34\|6.39\|5.84\|935439;2026-07-14\|6.25\|5.93\|5.98\|6.27\|5.76\|1099793;2026-07-15\|6.00\|-4.00\|6.28\|6.31\|5.96\|672764;2026-07-16\|5.58\|-7.00\|5.88\|5.94\|5.53\|843580;2026-07-17\|5.16\|-7.53\|5.51\|5.61\|5.10\|911781;2026-07-20\|4.65\|-9.88\|5.25\|5.26\|4.64\|1194812;2026-07-21\|4.94\|6.24\|4.65\|4.99\|4.34\|1421068;2026-07-22\|4.76\|-3.64\|4.88\|4.96\|4.71\|850664;2026-07-23\|4.80\|0.84\|4.78\|4.92\|4.73\|678173;2026-07-24\|4.71\|-1.88\|4.70\|4.91\|4.69\|636617;2026-07-27\|4.94\|4.88\|4.74\|4.95\|4.69\|815432;2026-07-28\|4.68\|-5.26\|4.88\|4.98\|4.62\|740627;2026-07-29\|4.69\|0.21\|4.63\|4.74\|4.53\|882568;2026-07-30\|4.49\|-4.26\|4.62\|4.72\|4.48\|853230;2026-07-31\|4.58\|2.00\|4.69\|4.89\|4.57\|1099803;2026-08-03\|4.59\|0.22\|4.56\|4.65\|4.51\|657897;2026-08-04\|4.73\|3.05\|4.62\|4.77\|4.60\|729739;2026-08-05\|4.97\|5.07\|4.72\|5.00\|4.68\|923361;2026-08-06\|5.01\|0.80\|4.92\|5.04\|4.84\|810032;2026-08-07\|5.51\|9.98\|5.00\|5.51\|4.91\|1529387;2026-08-10\|5.31\|-3.63\|5.52\|5.53\|5.16\|2581126;2026-08-11\|5.35\|0.75\|5.30\|5.49\|5.21\|1970497;2026-08-12\|5.30\|-0.93\|5.44\|5.48\|5.26\|1285296;2026-08-13\|5.17\|-2.45\|5.30\|5.37\|5.16\|1101493;2026-08-14\|5.31\|2.71\|5.22\|5.50\|5.20\|1270733;2026-08-17\|5.59\|5.27\|5.36\|5.68\|5.35\|1710023;2026-08-18\|5.50\|-1.61\|5.60\|5.85\|5.47\|1761919;2026-08-19\|5.23\|-4.91\|5.40\|5.72\|5.17\|1570634;2026-08-20\|5.09\|-2.68\|5.25\|5.27\|5.03\|1244958;2026-08-21\|5.51\|8.25\|5.07\|5.60\|4.99\|2724790;2026-08-24\|5.37\|-2.54\|5.50\|5.55\|5.23\|1605772;2026-08-25\|5.28\|-1.68\|5.27\|5.36\|5.17\|1136096;2026-08-26\|5.32\|0.76\|5.24\|5.36\|5.15\|969542;2026-08-27\|5.59\|5.08\|5.28\|5.61\|5.26\|1282566;2026-08-28\|5.67\|1.43\|5.54\|5.72\|5.53\|1166723;2026-08-31\|5.68\|0.18\|5.60\|5.69\|5.53\|920150;2026-09-01\|5.59\|-1.58\|5.69\|5.69\|5.53\|881910;2026-09-02\|5.59\|0.00\|5.57\|5.80\|5.56\|1497248;2026-09-03\|5.51\|-1.43\|5.66\|5.69\|5.42\|848054;2026-09-04\|5.39\|-2.18\|5.55\|5.71\|5.34\|1085864;2026-09-07\|5.50\|2.04\|5.43\|5.57\|5.43\|873365;2026-09-08\|5.81\|5.64\|5.52\|5.93\|5.49\|1731964;2026-09-09\|5.88\|1.20\|5.82\|5.92\|5.73\|1370301;2026-09-10\|5.77\|-1.87\|5.88\|6.06\|5.75\|1295412;2026-09-11\|5.71\|-1.04\|5.70\|5.78\|5.49\|1196684;2026-09-14\|5.65\|-1.05\|5.67\|5.76\|5.55\|682403;2026-09-15\|5.48\|-3.01\|5.60\|5.65\|5.46\|976102
113398	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868;2026-09-15\|39.60\|1.43\|38.78\|40.40\|38.78\|335594
113397	全球最大PPE树脂产区停产，PCB材料持续涨价	风电胶粘剂+半导体材料+唐山国资公司原因： 1、据2025年7月8日投资者关系活动记录表，公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先，2025年前三季度风电叶片系列产品需求旺盛，带动胶粘剂板块销量增长。 2、据2026年2月10日公告，公司全资子公司康达新材料集团大连有限公司拟投资建设“3万吨/年聚亚芳基醚(PAE)项目”，项目计划总投资6.46亿元。项目建成投产后，可生产3万吨/年聚亚芳基醚(PAE)，副产邻甲酚8050吨/年，中间产品2,6二甲酚(DMP)3.1万吨/年。 3、据2025年半年报及2025年10月14日互动易，公司重点布局以电子信息材料为核心的第二增长曲线，涵盖ITO靶材、氧化铝靶材、CMP抛光液、LTCC等无机半导体材料，并拟收购成都中科华微电子股权及北一半导体股权，拓展MCU、功率器件等半导体产品线。 4、据2024年年度报告及互动易，公司控股股东为唐山工业控股集团有限公司，最终控制人为唐山市国资委，具备国有控股背景。	子公司康达新材料投资建设3万吨/年聚亚芳基醚（PAE）项目，项目建成投产后，可生产3万吨/年聚亚芳基醚（PAE），副产邻甲酚8050吨/年，中间产品2,6二甲酚（DMP）3.1万吨/年；其中副产物邻甲酚可作为公司子公司大连齐化电子级环氧树脂原材料	2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745;2026-07-13\|12.62\|-6.79\|13.39\|13.45\|12.52\|189214;2026-07-14\|12.70\|0.63\|12.60\|12.90\|12.18\|151162;2026-07-15\|12.18\|-4.09\|12.71\|12.76\|12.12\|140659;2026-07-16\|11.70\|-3.94\|12.00\|12.22\|11.63\|137815;2026-07-17\|10.83\|-7.44\|11.70\|11.72\|10.73\|152479;2026-07-20\|10.40\|-3.97\|10.93\|11.04\|10.21\|147644;2026-07-21\|11.44\|10.00\|10.41\|11.44\|9.89\|230343;2026-07-22\|11.01\|-3.76\|11.38\|11.61\|11.00\|199676;2026-07-23\|11.25\|2.18\|11.14\|11.35\|10.99\|112836;2026-07-24\|10.97\|-2.49\|11.20\|11.20\|10.83\|93076;2026-07-27\|11.30\|3.01\|11.11\|11.30\|10.84\|120296;2026-07-28\|11.23\|-0.62\|11.09\|11.56\|11.07\|149861;2026-07-29\|11.39\|1.42\|11.25\|11.43\|10.92\|135404;2026-07-30\|11.20\|-1.67\|11.40\|11.60\|11.04\|133671;2026-07-31\|11.38\|1.61\|11.57\|11.76\|11.38\|166707;2026-08-03\|11.39\|0.09\|11.26\|11.42\|11.13\|114492;2026-08-04\|11.73\|2.99\|11.46\|11.75\|11.36\|129471;2026-08-05\|12.17\|3.75\|11.65\|12.23\|11.62\|161622;2026-08-06\|12.22\|0.41\|12.06\|12.30\|11.98\|136369;2026-08-07\|12.32\|0.82\|12.11\|12.42\|11.88\|184396;2026-08-10\|12.33\|0.08\|12.33\|12.40\|12.06\|121488;2026-08-11\|12.63\|2.43\|12.25\|12.98\|12.18\|220220;2026-08-12\|12.53\|-0.79\|12.45\|12.60\|12.37\|142728;2026-08-13\|12.20\|-2.63\|12.56\|12.66\|12.20\|141063;2026-08-14\|12.44\|1.97\|12.23\|12.46\|12.20\|118038;2026-08-17\|13.07\|5.06\|12.43\|13.28\|12.35\|209935;2026-08-18\|12.82\|-1.91\|13.00\|13.08\|12.69\|131426;2026-08-19\|12.10\|-5.62\|12.70\|12.71\|12.04\|132403;2026-08-20\|12.09\|-0.08\|12.28\|12.35\|12.01\|75486;2026-08-21\|12.29\|1.65\|12.01\|12.30\|11.75\|91701;2026-08-24\|11.45\|-6.83\|11.72\|11.87\|11.25\|160172;2026-08-25\|11.59\|1.22\|11.28\|11.65\|11.05\|107849;2026-08-26\|11.51\|-0.69\|11.66\|11.68\|11.32\|90280;2026-08-27\|11.79\|2.43\|11.43\|11.90\|11.43\|84366;2026-08-28\|12.06\|2.29\|11.80\|12.18\|11.73\|96127;2026-08-31\|12.21\|1.24\|11.87\|12.24\|11.82\|80033;2026-09-01\|11.99\|-1.80\|12.21\|12.27\|11.92\|73116;2026-09-02\|12.01\|0.17\|11.94\|12.12\|11.85\|68728;2026-09-03\|12.00\|-0.08\|12.05\|12.15\|11.89\|69729;2026-09-04\|11.75\|-2.08\|12.09\|12.17\|11.67\|82896;2026-09-07\|12.31\|4.77\|11.70\|12.38\|11.70\|137192;2026-09-08\|12.31\|0.00\|12.31\|12.43\|12.10\|133267;2026-09-09\|12.43\|0.97\|12.29\|12.54\|12.21\|101893;2026-09-10\|12.33\|-0.80\|12.32\|12.54\|12.24\|76575;2026-09-11\|12.50\|1.38\|12.14\|12.59\|12.01\|155185;2026-09-14\|13.75\|10.00\|12.43\|13.75\|12.30\|286174;2026-09-15\|14.37\|4.51\|13.75\|14.98\|13.70\|666605
113396	全球最大PPE树脂产区停产，PCB材料持续涨价	铜基新材料+液冷散热+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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2025年年报，公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热。据中国电子电路行业协会榜单，公司铜基类专用材料排名蝉联国内第一。 2、据国泰海通证券2026年5月17日研报，AI服务器未来三至五年需求明确，公司铜粉与散热业务为增量核心，维持“增持”评级。 3、据2026年4月29日公告，公司2026年一季度实现营收31.65亿元，同比增长39.70%，归母净利润7816.12万元，同比增长113.91%。	公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热	2026-05-12\|132.30\|-0.86\|135.10\|135.10\|130.00\|21532;2026-05-13\|132.12\|-0.14\|132.71\|134.71\|128.50\|33470;2026-05-14\|125.08\|-5.33\|132.50\|133.97\|123.01\|35382;2026-05-15\|119.55\|-4.42\|126.33\|127.60\|118.20\|31735;2026-05-18\|120.10\|0.46\|122.00\|122.47\|119.03\|22007;2026-05-19\|120.61\|0.42\|120.38\|121.00\|115.06\|20370;2026-05-20\|123.48\|2.38\|120.61\|123.48\|119.16\|20170;2026-05-21\|117.85\|-4.56\|123.97\|127.45\|117.11\|22428;2026-05-22\|126.01\|6.92\|117.83\|127.90\|117.00\|26537;2026-05-25\|135.80\|7.77\|135.00\|137.56\|129.50\|39614;2026-05-26\|137.91\|1.55\|137.00\|140.00\|134.42\|32657;2026-05-27\|136.01\|-1.38\|139.15\|142.80\|134.68\|28540;2026-05-28\|137.15\|0.84\|138.24\|140.78\|133.58\|23003;2026-05-29\|137.46\|0.23\|139.00\|147.44\|135.57\|39287;2026-06-01\|132.20\|-3.83\|137.15\|140.42\|131.86\|31027;2026-06-02\|142.97\|8.15\|132.98\|144.59\|130.20\|42921;2026-06-03\|148.32\|4.08\|140.51\|156.58\|140.10\|47778;2026-06-04\|152.73\|2.97\|146.00\|153.76\|145.02\|38689;2026-06-05\|168.00\|10.00\|154.00\|168.00\|150.22\|40573;2026-06-08\|151.20\|-10.00\|159.80\|159.80\|151.20\|52959;2026-06-09\|166.32\|10.00\|152.25\|166.32\|147.13\|68071;2026-06-10\|167.88\|0.94\|162.99\|172.50\|161.00\|51363;2026-06-11\|178.80\|6.50\|165.68\|184.67\|165.68\|63040;2026-06-12\|178.70\|-0.06\|178.00\|187.78\|174.58\|63673;2026-06-15\|196.00\|9.68\|178.71\|196.30\|176.00\|59775;2026-06-16\|202.45\|3.29\|193.65\|203.50\|190.50\|59031;2026-06-17\|192.10\|-5.11\|197.99\|204.55\|190.88\|57282;2026-06-18\|211.31\|10.00\|192.10\|211.31\|192.05\|43409;2026-06-22\|201.00\|-4.88\|219.17\|220.00\|198.00\|66603;2026-06-23\|183.30\|-8.81\|206.00\|206.66\|180.90\|71289;2026-06-24\|184.00\|0.38\|183.42\|189.90\|178.16\|49550;2026-06-25\|188.60\|2.50\|183.55\|194.00\|181.08\|47118;2026-06-26\|178.35\|-5.43\|185.01\|186.00\|175.81\|45217;2026-06-29\|179.56\|0.68\|178.44\|184.78\|174.00\|44358;2026-06-30\|186.98\|4.13\|179.56\|190.50\|176.20\|51452;2026-07-01\|184.20\|-1.49\|182.80\|189.60\|178.50\|42720;2026-07-02\|172.83\|-6.17\|180.00\|184.98\|172.01\|39470;2026-07-03\|172.63\|-0.12\|173.40\|179.99\|172.00\|38353;2026-07-06\|161.10\|-6.68\|173.51\|176.99\|161.00\|52473;2026-07-07\|158.10\|-1.86\|166.14\|166.14\|156.00\|37072;2026-07-08\|154.65\|-2.18\|160.00\|161.71\|154.51\|24468;2026-07-09\|156.22\|1.02\|156.99\|157.49\|148.50\|25288;2026-07-10\|149.81\|-4.10\|158.79\|162.58\|149.60\|31765;2026-07-13\|138.40\|-7.62\|148.60\|152.88\|137.24\|37076;2026-07-14\|145.00\|4.77\|138.40\|145.57\|137.34\|34882;2026-07-15\|133.71\|-7.79\|142.00\|147.00\|132.81\|44576;2026-07-16\|128.40\|-3.97\|133.00\|135.15\|126.52\|43424;2026-07-17\|115.56\|-10.00\|128.30\|128.75\|115.56\|53675;2026-07-20\|104.50\|-9.57\|118.89\|118.89\|104.00\|48516;2026-07-21\|114.95\|10.00\|107.00\|114.95\|98.86\|49634;2026-07-22\|119.80\|4.22\|117.40\|126.45\|117.25\|79425;2026-07-23\|121.50\|1.42\|120.99\|124.29\|119.25\|50889;2026-07-24\|121.00\|-0.41\|119.90\|123.80\|117.10\|43799;2026-07-27\|128.73\|6.39\|121.88\|129.20\|119.00\|60651;2026-07-28\|115.86\|-10.00\|124.49\|126.36\|115.86\|58021;2026-07-29\|110.43\|-4.69\|114.00\|115.60\|105.56\|61669;2026-07-30\|99.42\|-9.97\|110.57\|111.74\|99.39\|63595;2026-07-31\|106.71\|7.33\|107.51\|109.36\|105.00\|65196;2026-08-03\|100.16\|-6.14\|106.19\|108.24\|99.01\|51315;2026-08-04\|110.18\|10.00\|102.99\|110.18\|100.20\|43151;2026-08-05\|118.70\|7.73\|109.77\|121.20\|107.97\|70118;2026-08-06\|128.78\|8.49\|117.10\|130.57\|116.00\|84841;2026-08-07\|141.66\|10.00\|128.80\|141.66\|128.18\|97131;2026-08-10\|141.11\|-0.39\|141.65\|144.97\|137.01\|78530;2026-08-11\|136.58\|-3.21\|138.20\|140.77\|134.70\|52846;2026-08-12\|144.47\|5.78\|139.31\|146.50\|135.20\|60300;2026-08-13\|138.99\|-3.79\|144.98\|147.50\|138.00\|53042;2026-08-14\|144.28\|3.81\|140.19\|145.00\|138.52\|44386;2026-08-17\|147.00\|1.89\|145.00\|147.47\|141.94\|42683;2026-08-18\|144.90\|-1.43\|146.53\|148.56\|140.80\|42832;2026-08-19\|130.41\|-10.00\|140.00\|142.32\|130.41\|38877;2026-08-20\|129.90\|-0.39\|130.41\|132.88\|126.91\|43090;2026-08-21\|132.42\|1.94\|131.73\|135.80\|127.80\|41347;2026-08-24\|126.22\|-4.68\|132.79\|133.48\|121.52\|41741;2026-08-25\|127.01\|0.63\|125.10\|129.07\|118.26\|43826;2026-08-26\|126.85\|-0.13\|128.02\|130.00\|124.08\|29716;2026-08-27\|131.95\|4.02\|128.88\|135.00\|125.64\|39992;2026-08-28\|124.00\|-6.03\|131.00\|132.60\|123.84\|46671;2026-08-31\|125.45\|1.17\|119.99\|127.19\|118.00\|38132;2026-09-01\|118.70\|-5.38\|125.45\|126.28\|117.81\|34535;2026-09-02\|118.20\|-0.42\|117.50\|119.45\|115.01\|27380;2026-09-03\|122.85\|3.93\|119.07\|124.44\|116.10\|40769;2026-09-04\|119.21\|-2.96\|125.50\|135.14\|117.21\|108160;2026-09-07\|131.13\|10.00\|120.34\|131.13\|118.00\|98810;2026-09-08\|132.00\|0.66\|131.50\|138.06\|128.57\|94545;2026-09-09\|128.81\|-2.42\|133.89\|138.00\|128.50\|60972;2026-09-10\|126.50\|-1.79\|127.58\|129.33\|124.60\|46114;2026-09-11\|126.01\|-0.39\|123.97\|129.50\|119.80\|52094;2026-09-14\|131.12\|4.06\|124.55\|131.50\|121.11\|48836;2026-09-15\|129.03\|-1.59\|130.00\|134.25\|128.58\|42683
113395	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.55\|-8.04\|8.00\|8.22\|7.51\|1701485;2026-07-14\|7.69\|1.85\|7.55\|7.78\|7.33\|1410612;2026-07-15\|7.35\|-4.42\|7.73\|7.80\|7.29\|1199780;2026-07-16\|6.77\|-7.89\|7.25\|7.29\|6.72\|1460370;2026-07-17\|6.17\|-8.86\|6.77\|6.85\|6.09\|1690230;2026-07-20\|5.55\|-10.05\|6.30\|6.35\|5.55\|1668730;2026-07-21\|5.92\|6.67\|5.59\|5.93\|5.02\|2332722;2026-07-22\|5.66\|-4.39\|5.81\|6.01\|5.59\|1534353;2026-07-23\|5.66\|0.00\|5.72\|5.84\|5.57\|1164380;2026-07-24\|5.40\|-4.59\|5.55\|5.71\|5.35\|1017120;2026-07-27\|5.74\|6.30\|5.42\|5.75\|5.32\|1244638;2026-07-28\|5.39\|-6.10\|5.62\|5.79\|5.33\|1210955;2026-07-29\|5.17\|-4.08\|5.38\|5.45\|5.02\|1535043;2026-07-30\|4.88\|-5.61\|5.15\|5.23\|4.85\|1336701;2026-07-31\|5.00\|2.46\|5.15\|5.30\|5.00\|1585594;2026-08-03\|4.99\|-0.20\|5.01\|5.07\|4.90\|1058824;2026-08-04\|5.35\|7.21\|5.04\|5.39\|5.01\|1480928;2026-08-05\|5.74\|7.29\|5.32\|5.85\|5.32\|1630599;2026-08-06\|5.85\|1.92\|5.69\|5.90\|5.59\|1561770;2026-08-07\|6.17\|5.47\|5.84\|6.25\|5.74\|2136607;2026-08-10\|6.05\|-1.94\|6.19\|6.25\|5.90\|1808783;2026-08-11\|6.04\|-0.17\|6.04\|6.18\|5.88\|1123818;2026-08-12\|6.16\|1.99\|6.03\|6.20\|6.00\|958690;2026-08-13\|6.09\|-1.14\|6.24\|6.38\|6.08\|1236109;2026-08-14\|6.31\|3.61\|6.30\|6.48\|6.01\|1681075;2026-08-17\|6.50\|3.01\|6.37\|6.69\|6.37\|1959837;2026-08-18\|6.43\|-1.08\|6.50\|6.86\|6.33\|2010497;2026-08-19\|6.05\|-5.91\|6.20\|6.42\|6.01\|1560080;2026-08-20\|6.03\|-0.33\|6.15\|6.17\|5.97\|1027320;2026-08-21\|6.21\|2.99\|6.00\|6.24\|5.93\|1170720;2026-08-24\|6.06\|-2.42\|6.21\|6.23\|5.89\|1049330;2026-08-25\|5.97\|-1.49\|5.96\|6.03\|5.65\|1243088;2026-08-26\|5.96\|-0.17\|5.99\|5.99\|5.83\|802677;2026-08-27\|6.20\|4.03\|5.98\|6.22\|5.94\|1184118;2026-08-28\|6.06\|-2.26\|6.19\|6.25\|6.05\|973151;2026-08-31\|6.24\|2.97\|5.95\|6.34\|5.93\|1261422;2026-09-01\|6.06\|-2.88\|6.21\|6.23\|6.04\|936738;2026-09-02\|5.96\|-1.65\|5.96\|6.02\|5.89\|659609;2026-09-03\|5.89\|-1.17\|5.98\|6.03\|5.82\|709115;2026-09-04\|5.71\|-3.06\|5.95\|6.04\|5.67\|891287;2026-09-07\|5.84\|2.28\|5.72\|5.88\|5.71\|840040;2026-09-08\|5.86\|0.34\|5.87\|5.97\|5.80\|732991;2026-09-09\|5.90\|0.68\|5.85\|6.00\|5.84\|777166;2026-09-10\|5.85\|-0.85\|5.85\|5.95\|5.77\|641614;2026-09-11\|5.76\|-1.54\|5.82\|5.82\|5.57\|823409;2026-09-14\|5.91\|2.60\|5.69\|5.95\|5.66\|832576;2026-09-15\|5.92\|0.17\|5.89\|6.00\|5.85\|759499
113394	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532
113393	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布	2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.50\|1.25\|69.93\|71.50\|68.50\|498395;2026-09-10\|76.45\|10.00\|68.49\|76.45\|68.31\|649689;2026-09-11\|82.46\|7.86\|76.00\|84.00\|73.00\|1125354;2026-09-14\|82.50\|0.05\|78.51\|84.66\|77.00\|843039;2026-09-15\|83.99\|1.81\|82.00\|86.05\|81.51\|839909

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eastmoney_rank

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yuanbaoreason