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
118102	其它归类	储能+光储充一体化+厨电+一季报营收增长 1、据2026年4月25日年报，公司储能板块专注储能系统研发生产，核心产品覆盖户用储能、工商业储能及大型储能系统，主要面向家庭备电、峰谷套利及新能源并网储能场景。 2、据2026年4月25日年报，公司具备将空气能、太阳能、光伏及储能等多种能源形式有机结合的“分布式光储热一体化”系统集成能力，可为用户提供清洁能源供热、供电综合解决方案。 3、公司主要业务有三大板块，分别为清洁能源热能应用板块（空气能热水和采暖、太阳能热水和采暖）、清洁能源电能应用板块（分布式光储热一体化业务）及厨电板块。据公司2026年4月25日披露的2026年一季报，公司一季度实现营收8.12亿元，同比增长17.29%。	公司空气能热泵领域技术领先，其 “光储充热” 一体化解决方案以空气能热泵为核心，融合多种系统	2026-03-02\|9.41\|-3.09\|9.60\|9.65\|9.40\|233348;2026-03-03\|9.42\|0.11\|9.52\|9.68\|9.41\|184808;2026-03-04\|9.10\|-3.40\|9.30\|9.34\|9.05\|183035;2026-03-05\|9.20\|1.10\|9.18\|9.28\|9.15\|97735;2026-03-06\|9.32\|1.30\|9.20\|9.37\|9.15\|103793;2026-03-09\|9.23\|-0.97\|9.26\|9.27\|9.12\|101755;2026-03-10\|9.28\|0.54\|9.28\|9.31\|9.25\|73904;2026-03-11\|9.21\|-0.75\|9.28\|9.30\|9.20\|79293;2026-03-12\|9.38\|1.85\|9.21\|9.45\|9.14\|172848;2026-03-13\|10.32\|10.02\|9.42\|10.32\|9.36\|831871;2026-03-16\|10.08\|-2.33\|10.61\|11.13\|10.00\|1200558;2026-03-17\|10.04\|-0.40\|10.03\|10.64\|9.99\|715769;2026-03-18\|9.77\|-2.69\|9.91\|10.12\|9.70\|496669;2026-03-19\|10.75\|10.03\|9.75\|10.75\|9.68\|699706;2026-03-20\|10.63\|-1.12\|10.59\|10.95\|10.30\|1201345;2026-03-23\|10.82\|1.79\|10.53\|11.00\|10.41\|951641;2026-03-24\|10.88\|0.55\|10.81\|11.09\|10.60\|760830;2026-03-25\|10.60\|-2.57\|10.78\|10.84\|10.49\|714823;2026-03-26\|10.10\|-4.72\|10.50\|10.60\|10.06\|590198;2026-03-27\|10.06\|-0.40\|9.90\|10.19\|9.62\|557395;2026-03-30\|9.60\|-4.57\|9.90\|9.97\|9.18\|544628;2026-03-31\|9.29\|-3.23\|9.60\|9.70\|9.28\|374966;2026-04-01\|9.31\|0.22\|9.38\|9.44\|9.23\|272863;2026-04-02\|9.01\|-3.22\|9.27\|9.31\|9.00\|326978;2026-04-03\|8.30\|-7.88\|8.98\|9.01\|8.24\|422798;2026-04-07\|8.51\|2.53\|8.80\|8.81\|8.43\|273662;2026-04-08\|8.79\|3.29\|8.50\|8.85\|8.50\|324615;2026-04-09\|8.54\|-2.84\|8.66\|8.69\|8.48\|239342;2026-04-10\|8.61\|0.82\|8.57\|8.68\|8.53\|191841;2026-04-13\|8.65\|0.46\|8.60\|8.65\|8.48\|155904;2026-04-14\|8.69\|0.46\|8.65\|8.69\|8.55\|161934;2026-04-15\|8.87\|2.07\|8.69\|9.05\|8.69\|305841;2026-04-16\|8.92\|0.56\|8.80\|8.95\|8.73\|204657;2026-04-17\|8.76\|-1.79\|8.92\|8.93\|8.73\|164829;2026-04-20\|8.80\|0.46\|8.75\|8.80\|8.65\|156046;2026-04-21\|8.68\|-1.36\|8.84\|8.84\|8.66\|117792;2026-04-22\|8.57\|-1.27\|8.62\|8.65\|8.55\|128254;2026-04-23\|8.40\|-1.98\|8.53\|8.56\|8.40\|164062;2026-04-24\|8.47\|0.83\|8.41\|8.55\|8.33\|114128;2026-04-27\|8.51\|0.47\|8.46\|8.55\|8.32\|111866;2026-04-28\|8.33\|-2.12\|8.48\|8.50\|8.33\|104910;2026-04-29\|8.38\|0.60\|8.24\|8.43\|8.24\|84175;2026-04-30\|8.36\|-0.24\|8.40\|8.44\|8.32\|77040;2026-05-06\|8.53\|2.03\|8.36\|8.53\|8.36\|131722;2026-05-07\|8.66\|1.52\|8.55\|8.66\|8.53\|145627;2026-05-08\|8.67\|0.12\|8.65\|8.70\|8.55\|113613;2026-05-11\|8.60\|-0.81\|8.67\|8.69\|8.55\|124731;2026-05-12\|8.80\|2.33\|8.60\|8.92\|8.60\|243303;2026-05-13\|8.83\|0.34\|8.80\|8.91\|8.63\|208317;2026-05-14\|8.53\|-3.40\|8.80\|8.81\|8.53\|154155;2026-05-15\|8.46\|-0.82\|8.52\|8.63\|8.44\|97165;2026-05-18\|8.37\|-1.06\|8.48\|8.48\|8.35\|89348;2026-05-19\|8.44\|0.84\|8.38\|8.45\|8.36\|68231;2026-05-20\|8.28\|-1.90\|8.42\|8.42\|8.24\|95519;2026-05-21\|7.96\|-3.86\|8.30\|8.35\|7.94\|132605;2026-05-22\|7.82\|-1.76\|7.95\|8.00\|7.71\|136518;2026-05-25\|7.57\|-3.20\|7.75\|7.85\|7.49\|164580;2026-05-26\|7.96\|5.15\|7.55\|8.18\|7.41\|237103;2026-05-27\|7.59\|-4.65\|7.81\|7.84\|7.54\|151063;2026-05-28\|7.63\|0.53\|7.55\|7.72\|7.53\|74870;2026-05-29\|7.69\|0.79\|7.60\|7.83\|7.57\|90476;2026-06-01\|7.87\|2.34\|7.69\|7.91\|7.47\|112022;2026-06-02\|7.61\|-3.30\|7.84\|7.84\|7.60\|93059;2026-06-03\|7.48\|-1.71\|7.55\|7.59\|7.42\|84798;2026-06-04\|7.13\|-4.68\|7.46\|7.48\|7.10\|127931;2026-06-05\|7.17\|0.56\|7.14\|7.30\|7.00\|111706;2026-06-08\|6.92\|-3.49\|7.00\|7.15\|6.87\|101984;2026-06-09\|7.00\|1.16\|6.97\|7.02\|6.77\|94514;2026-06-10\|6.96\|-0.57\|6.93\|6.99\|6.84\|76078;2026-06-11\|6.85\|-1.58\|6.93\|6.95\|6.79\|72313;2026-06-12\|6.97\|1.75\|6.90\|7.01\|6.81\|86482;2026-06-15\|7.06\|1.29\|6.98\|7.15\|6.98\|73076;2026-06-16\|7.09\|0.42\|7.06\|7.10\|6.95\|77260;2026-06-17\|6.90\|-2.68\|7.07\|7.07\|6.87\|90756;2026-06-18\|6.67\|-3.33\|6.83\|6.88\|6.60\|133071;2026-06-22\|6.68\|0.15\|6.60\|6.69\|6.45\|120374;2026-06-23\|6.72\|1.20\|6.61\|6.80\|6.60\|99435;2026-06-24\|6.44\|-4.17\|6.66\|6.69\|6.38\|110445;2026-06-25\|6.39\|-0.78\|6.41\|6.49\|6.33\|104573;2026-06-26\|6.28\|-1.72\|6.36\|6.44\|6.22\|101593;2026-06-29\|6.61\|5.25\|6.42\|6.88\|6.36\|316252;2026-06-30\|7.27\|9.98\|6.94\|7.27\|6.94\|145495;2026-07-01\|7.41\|1.93\|7.55\|7.96\|7.12\|579198;2026-07-02\|6.96\|-6.07\|7.08\|7.19\|6.90\|350227;2026-07-03\|7.06\|1.44\|6.85\|7.42\|6.85\|293504;2026-07-06\|7.25\|2.69\|6.93\|7.33\|6.90\|277793;2026-07-07\|6.93\|-4.41\|7.15\|7.16\|6.92\|173734;2026-07-08\|6.47\|-6.64\|6.86\|6.89\|6.46\|195641;2026-07-09\|6.49\|0.31\|6.42\|6.57\|6.31\|136436
118101	其它归类	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-03-02\|6.12\|-1.29\|6.14\|6.20\|5.99\|202213;2026-03-03\|5.80\|-5.23\|6.12\|6.15\|5.79\|281348;2026-03-04\|5.85\|0.86\|5.79\|5.94\|5.75\|160924;2026-03-05\|6.07\|3.76\|5.94\|6.13\|5.85\|218189;2026-03-06\|6.41\|5.60\|6.07\|6.45\|6.04\|298147;2026-03-09\|6.61\|3.12\|6.35\|6.61\|6.26\|305244;2026-03-10\|6.89\|4.24\|6.66\|7.12\|6.56\|484912;2026-03-11\|7.32\|6.24\|6.89\|7.38\|6.84\|487871;2026-03-12\|7.90\|7.92\|7.46\|7.98\|7.32\|640734;2026-03-13\|7.95\|0.63\|7.71\|8.12\|7.61\|519970;2026-03-16\|7.49\|-5.79\|7.90\|7.94\|7.18\|531600;2026-03-17\|7.29\|-2.67\|7.49\|7.53\|7.21\|329914;2026-03-18\|7.40\|1.51\|7.30\|7.60\|7.08\|278317;2026-03-19\|7.01\|-5.27\|7.30\|7.52\|6.96\|269420;2026-03-20\|6.79\|-3.14\|7.01\|7.07\|6.77\|195153;2026-03-23\|6.26\|-7.81\|6.21\|6.65\|6.14\|331921;2026-03-24\|6.89\|10.06\|6.38\|6.89\|6.30\|290619;2026-03-25\|6.93\|0.58\|6.95\|7.18\|6.80\|258536;2026-03-26\|7.06\|1.88\|6.99\|7.27\|6.88\|315490;2026-03-27\|7.04\|-0.28\|7.05\|7.13\|6.91\|208620;2026-03-30\|6.84\|-2.84\|6.91\|6.95\|6.67\|184911;2026-03-31\|6.63\|-3.07\|6.85\|6.89\|6.60\|131000;2026-04-01\|6.80\|2.56\|6.74\|6.96\|6.69\|132900;2026-04-02\|6.58\|-3.24\|6.80\|6.81\|6.55\|121501;2026-04-03\|6.21\|-5.62\|6.57\|6.60\|6.19\|146394;2026-04-07\|6.83\|9.98\|6.19\|6.83\|6.17\|267326;2026-04-08\|6.85\|0.29\|6.88\|6.99\|6.68\|317073;2026-04-09\|7.27\|6.13\|6.91\|7.44\|6.71\|408920;2026-04-10\|7.25\|-0.28\|7.31\|7.47\|7.20\|247301;2026-04-13\|7.21\|-0.55\|7.24\|7.29\|7.09\|173593;2026-04-14\|7.32\|1.53\|7.44\|7.50\|7.12\|238085;2026-04-15\|7.22\|-1.37\|7.32\|7.55\|7.20\|249295;2026-04-16\|7.22\|0.00\|7.27\|7.27\|7.06\|160229;2026-04-17\|7.37\|2.08\|7.27\|7.50\|7.14\|214034;2026-04-20\|7.51\|1.90\|7.35\|7.58\|7.33\|176669;2026-04-21\|7.26\|-3.33\|7.49\|7.49\|7.08\|239914;2026-04-22\|7.46\|2.75\|7.25\|7.69\|7.13\|221216;2026-04-23\|7.26\|-2.68\|7.51\|7.63\|7.23\|169566;2026-04-24\|7.23\|-0.41\|7.26\|7.36\|7.09\|153969;2026-04-27\|7.29\|0.83\|7.23\|7.47\|7.13\|141413;2026-04-28\|7.32\|0.41\|7.27\|7.56\|7.23\|208328;2026-04-29\|7.61\|3.96\|7.30\|7.68\|7.21\|258450;2026-04-30\|7.89\|3.68\|7.65\|8.26\|7.62\|343780;2026-05-06\|8.59\|8.87\|7.80\|8.68\|7.72\|688199;2026-05-07\|8.48\|-1.28\|8.82\|9.18\|8.30\|1000758;2026-05-08\|8.45\|-0.35\|8.29\|8.80\|8.01\|768863;2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629
118100		黄金+白银+并购扩张行业原因：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。公司原因： 1、据2026年1月17日公告，银都矿业完成拜仁达坝银多金属矿采矿权整合并取得新采矿许可证，有效期自2025年12月29日至2031年12月28日。 2、据2026年1月8日公告，公司已完成收购伊春金石矿业60%股权，新增铜钼矿探矿权；2026年1月13日公告拟收购广西来宾金石矿业55%股权，持续扩张金银铜铅锌资源储备。 3、据2025年4月29日公告，公司控股7家矿业子公司，累计查明银金属量约1.2万吨、金金属量约34吨，年采选能力近200万吨，为国内白银龙头。 4、据2025年半年报，公司主营贵金属、有色金属矿的采选和销售，下属7家矿业子公司。银都矿业、光大矿业和金都矿业为银铅锌矿矿山，金山矿业为银金矿矿山，以上4座矿山均为在产矿山。	公司预计中报净利润同比增长399.31%-470.64%，因“采矿及选矿能力有所提升，产能逐渐释放，2026年上半年度产品产销量增加；另外，叠加贵金属价格上涨，公司矿山主要产品销售价格较上年同期上涨，推动公司经营业绩同比显著增长”	2026-03-02\|56.57\|8.79\|53.80\|56.96\|50.54\|626812;2026-03-03\|50.91\|-10.01\|53.61\|54.72\|50.91\|442888;2026-03-04\|49.00\|-3.75\|47.15\|50.22\|47.13\|342101;2026-03-05\|47.94\|-2.16\|49.55\|49.90\|47.22\|267799;2026-03-06\|47.66\|-0.58\|46.86\|48.98\|46.56\|211647;2026-03-09\|46.83\|-1.74\|47.66\|47.66\|44.58\|326026;2026-03-10\|48.20\|2.93\|48.30\|49.17\|47.91\|196252;2026-03-11\|46.76\|-2.99\|48.59\|48.66\|46.60\|174695;2026-03-12\|45.61\|-2.46\|46.50\|46.65\|44.90\|186608;2026-03-13\|44.30\|-2.87\|45.22\|46.80\|44.25\|191502;2026-03-16\|42.62\|-3.79\|43.02\|44.50\|41.38\|262831;2026-03-17\|42.65\|0.07\|42.92\|43.91\|42.54\|167306;2026-03-18\|43.03\|0.89\|42.65\|43.68\|42.01\|185055;2026-03-19\|39.63\|-7.90\|41.40\|42.18\|39.45\|304225;2026-03-20\|38.99\|-1.61\|40.42\|41.30\|38.90\|320291;2026-03-23\|35.09\|-10.00\|38.29\|38.59\|35.09\|390007;2026-03-24\|36.68\|4.53\|36.39\|36.78\|35.09\|348040;2026-03-25\|38.46\|4.85\|38.63\|39.65\|38.12\|359758;2026-03-26\|37.92\|-1.40\|38.46\|38.75\|37.50\|179282;2026-03-27\|38.48\|1.48\|37.26\|38.85\|36.78\|176392;2026-03-30\|38.80\|0.83\|38.24\|38.98\|37.49\|178071;2026-03-31\|38.80\|0.00\|39.28\|40.60\|38.76\|234875;2026-04-01\|39.95\|2.96\|40.20\|40.75\|39.35\|214867;2026-04-02\|38.65\|-3.25\|39.50\|39.53\|38.12\|221779;2026-04-03\|38.62\|-0.08\|39.05\|39.30\|37.87\|118452;2026-04-07\|39.04\|1.09\|38.62\|39.45\|38.48\|133547;2026-04-08\|42.08\|7.79\|41.31\|42.49\|41.11\|296204;2026-04-09\|41.10\|-2.33\|40.31\|41.43\|40.12\|182194;2026-04-10\|40.51\|-1.44\|41.40\|41.70\|40.47\|151045;2026-04-13\|40.84\|0.81\|40.13\|41.12\|39.93\|135813;2026-04-14\|41.13\|0.71\|41.25\|41.79\|40.52\|152188;2026-04-15\|40.14\|-2.41\|42.27\|42.48\|40.01\|248189;2026-04-16\|41.17\|2.57\|40.60\|41.59\|40.12\|185217;2026-04-17\|41.04\|-0.32\|40.71\|41.60\|40.54\|160519;2026-04-20\|41.19\|0.37\|41.30\|42.29\|40.93\|216268;2026-04-21\|41.07\|-0.29\|41.00\|41.39\|40.10\|135815;2026-04-22\|41.19\|0.29\|40.69\|41.45\|39.72\|166209;2026-04-23\|38.43\|-6.70\|41.35\|41.53\|37.90\|352512;2026-04-24\|37.71\|-1.87\|37.84\|38.39\|36.80\|203967;2026-04-27\|37.76\|0.13\|37.39\|38.28\|37.11\|149443;2026-04-28\|36.70\|-2.81\|37.55\|37.68\|36.45\|147321;2026-04-29\|37.50\|2.18\|35.90\|37.55\|35.50\|169543;2026-04-30\|36.48\|-2.72\|37.09\|37.60\|36.17\|204113;2026-05-06\|37.79\|3.59\|36.85\|37.95\|36.38\|243526;2026-05-07\|38.95\|3.07\|38.99\|39.98\|38.00\|349958;2026-05-08\|40.17\|3.13\|39.01\|40.68\|39.00\|330169;2026-05-11\|39.46\|-1.77\|40.00\|40.37\|39.01\|247631;2026-05-12\|39.10\|-0.91\|41.00\|41.31\|39.08\|341113;2026-05-13\|38.79\|-0.79\|40.00\|40.15\|38.59\|214177;2026-05-14\|37.43\|-3.51\|39.39\|39.49\|37.30\|217786;2026-05-15\|35.02\|-6.44\|36.76\|36.88\|34.58\|274368;2026-05-18\|34.18\|-2.40\|34.39\|34.54\|33.47\|170476;2026-05-19\|33.56\|-1.81\|34.17\|34.18\|32.98\|170342;2026-05-20\|33.04\|-1.55\|32.64\|33.61\|32.30\|186753;2026-05-21\|32.40\|-1.94\|33.66\|33.99\|32.30\|171342;2026-05-22\|33.05\|2.01\|32.53\|33.49\|31.91\|138265;2026-05-25\|34.02\|2.93\|33.70\|34.05\|32.88\|167101;2026-05-26\|34.52\|1.47\|33.50\|34.72\|33.07\|185162;2026-05-27\|32.24\|-6.60\|34.29\|34.58\|32.00\|170695;2026-05-28\|31.93\|-0.96\|31.50\|32.18\|30.81\|197190;2026-05-29\|30.90\|-3.23\|32.60\|33.26\|30.72\|172874;2026-06-01\|30.87\|-0.10\|30.74\|31.45\|30.29\|133672;2026-06-02\|31.77\|2.92\|31.05\|32.05\|30.00\|165120;2026-06-03\|31.26\|-1.61\|31.23\|32.06\|30.82\|145410;2026-06-04\|30.12\|-3.65\|30.94\|31.10\|30.05\|156466;2026-06-05\|29.71\|-1.36\|30.12\|30.39\|29.46\|138920;2026-06-08\|27.59\|-7.14\|28.12\|28.80\|27.00\|193401;2026-06-09\|27.94\|1.71\|27.80\|28.08\|26.90\|149609;2026-06-10\|27.20\|-2.65\|27.51\|27.66\|26.62\|179639;2026-06-11\|27.90\|2.57\|27.20\|28.45\|26.99\|222654;2026-06-12\|29.17\|4.55\|28.72\|29.88\|28.24\|237762;2026-06-15\|30.79\|5.55\|30.48\|31.14\|29.77\|296573;2026-06-16\|27.71\|-10.00\|28.32\|28.76\|27.71\|170110;2026-06-17\|26.52\|-4.29\|26.11\|27.45\|25.71\|849593;2026-06-18\|26.34\|-0.68\|26.04\|27.85\|25.83\|484735;2026-06-22\|27.55\|4.59\|26.64\|27.68\|25.76\|414999;2026-06-23\|24.80\|-9.98\|27.29\|27.29\|24.80\|373682;2026-06-24\|24.34\|-1.85\|24.49\|24.75\|23.60\|346915;2026-06-25\|23.11\|-5.05\|23.76\|23.95\|22.96\|298130;2026-06-26\|21.17\|-8.39\|23.25\|23.28\|20.91\|263010;2026-06-29\|21.00\|-0.80\|21.18\|21.57\|20.43\|272861;2026-06-30\|23.10\|10.00\|23.10\|23.10\|23.10\|74714;2026-07-01\|25.41\|10.00\|24.25\|25.41\|23.57\|517788;2026-07-02\|24.72\|-2.72\|26.62\|26.69\|24.64\|912535;2026-07-03\|24.42\|-1.21\|25.45\|26.33\|24.11\|748947;2026-07-06\|24.12\|-1.23\|24.53\|26.00\|24.12\|669139;2026-07-07\|22.35\|-7.34\|24.00\|24.01\|22.29\|457572;2026-07-08\|22.07\|-1.25\|22.31\|23.17\|21.71\|368583;2026-07-09\|21.91\|-0.72\|21.80\|22.30\|20.82\|340130
118099		碳化硅+有机硅+硅基新材料行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月4日互动易，公司碳化硅产品在关键技术指标方面已追赶上国际龙头企业水平。6/8英寸碳化硅衬底已全面量产，良率和质量均处于行业前列，12英寸碳化硅衬底研发顺利，已推进送样，光学用8/12英寸衬底研发也取得突破；公司在高端碳化硅粉料领域持续深耕，高纯导电型和高纯半绝缘型粉料成为市场标杆产品，高纯陶瓷粉料和热喷涂粉料成功研发。 2、据2026年4月17日年报，公司是我国硅基新材料行业中业务链最完整、生产规模最大的企业之一，截至2025年末工业硅产能122万吨/年，有机硅单体产能173万吨/年；2026年公司将适度收缩光伏业务投入，更加聚焦硅基主业，加速氨基硅油及有机硅乳液等高端产品市场推广。 3、据2026年6月10日互动易，在光纤制造领域，自2022年起公司已向国内核心光纤企业实现稳定供货，其D4产品作为光纤制造原料广泛应用。	1、公司6/8英寸碳化硅衬底已全面量产，良率和质量均处于行业前列，12英寸碳化硅衬底研发顺利并已推进送样，关键技术指标追赶上国际龙头企业水平； 2、我国硅基新材料行业中业务链最完整、生产规模最大的企业之一，工业硅产能国内排名第一，有机硅产能排名第三；公司拥有工业硅产能73万吨（市占率约为25%）	2026-03-02\|50.69\|-1.19\|51.00\|51.55\|49.87\|102693;2026-03-03\|48.97\|-3.39\|50.69\|51.10\|48.81\|111999;2026-03-04\|48.20\|-1.57\|48.01\|49.26\|47.91\|86558;2026-03-05\|48.03\|-0.35\|49.00\|49.20\|47.87\|79064;2026-03-06\|48.76\|1.52\|47.78\|48.77\|47.24\|72245;2026-03-09\|47.82\|-1.93\|48.10\|48.23\|47.16\|90304;2026-03-10\|47.99\|0.36\|48.32\|48.50\|47.57\|74805;2026-03-11\|48.80\|1.69\|47.91\|49.17\|47.51\|88578;2026-03-12\|48.85\|0.10\|48.66\|49.28\|48.08\|70528;2026-03-13\|49.03\|0.37\|48.98\|50.37\|48.86\|101425;2026-03-16\|49.48\|0.92\|49.05\|49.96\|48.99\|83011;2026-03-17\|48.14\|-2.71\|49.26\|49.86\|48.13\|73153;2026-03-18\|47.87\|-0.56\|48.14\|48.32\|47.19\|51623;2026-03-19\|45.74\|-4.45\|47.39\|47.47\|45.50\|100863;2026-03-20\|44.60\|-2.49\|45.75\|46.20\|44.60\|85230;2026-03-23\|42.25\|-5.27\|43.99\|44.12\|42.03\|106841;2026-03-24\|42.33\|0.19\|42.83\|43.01\|40.84\|78976;2026-03-25\|42.38\|0.12\|42.41\|43.16\|41.99\|83581;2026-03-26\|40.99\|-3.28\|42.01\|42.22\|40.91\|90382;2026-03-27\|42.14\|2.81\|40.34\|42.26\|40.17\|65798;2026-03-30\|41.53\|-1.45\|41.60\|42.20\|40.97\|45910;2026-03-31\|40.46\|-2.58\|41.54\|41.86\|40.25\|55057;2026-04-01\|40.99\|1.31\|41.09\|41.16\|40.46\|42676;2026-04-02\|39.74\|-3.05\|40.71\|40.90\|39.40\|61689;2026-04-03\|39.11\|-1.59\|39.74\|39.90\|38.41\|74080;2026-04-07\|43.02\|10.00\|40.00\|43.02\|40.00\|124584;2026-04-08\|43.42\|0.93\|44.00\|44.00\|42.83\|166343;2026-04-09\|42.12\|-2.99\|42.80\|43.00\|42.01\|98134;2026-04-10\|42.56\|1.04\|42.31\|43.18\|42.20\|82243;2026-04-13\|44.48\|4.51\|42.00\|45.77\|41.94\|190187;2026-04-14\|44.70\|0.49\|43.52\|44.78\|43.33\|127912;2026-04-15\|43.74\|-2.15\|44.73\|45.09\|43.55\|94715;2026-04-16\|43.92\|0.41\|43.79\|44.08\|43.38\|58823;2026-04-17\|43.81\|-0.25\|43.11\|44.69\|43.03\|94967;2026-04-20\|45.09\|2.92\|43.70\|45.88\|43.50\|125062;2026-04-21\|45.13\|0.09\|45.59\|46.04\|44.85\|97560;2026-04-22\|45.19\|0.13\|44.71\|45.65\|44.71\|79806;2026-04-23\|45.08\|-0.24\|45.30\|45.83\|44.51\|85797;2026-04-24\|44.79\|-0.64\|44.60\|45.43\|44.38\|71899;2026-04-27\|44.26\|-1.18\|44.82\|44.82\|44.10\|64807;2026-04-28\|43.51\|-1.69\|44.02\|44.59\|43.22\|69237;2026-04-29\|45.45\|4.46\|43.70\|45.65\|43.28\|118195;2026-04-30\|44.60\|-1.87\|44.75\|45.75\|44.32\|119469;2026-05-06\|45.70\|2.47\|44.57\|45.75\|44.20\|103803;2026-05-07\|45.41\|-0.63\|46.00\|46.77\|45.17\|101649;2026-05-08\|45.03\|-0.84\|45.00\|45.65\|44.56\|85846;2026-05-11\|45.37\|0.76\|44.80\|45.75\|44.63\|88112;2026-05-12\|44.50\|-1.92\|45.25\|45.50\|44.22\|75337;2026-05-13\|43.21\|-2.90\|42.10\|43.40\|41.88\|143004;2026-05-14\|43.86\|1.50\|43.24\|44.58\|43.15\|132233;2026-05-15\|42.49\|-3.12\|43.86\|44.20\|42.10\|104619;2026-05-18\|41.46\|-2.42\|41.90\|42.21\|41.07\|69737;2026-05-19\|41.41\|-0.12\|41.53\|41.79\|40.42\|76815;2026-05-20\|42.20\|1.91\|41.41\|42.88\|41.00\|90216;2026-05-21\|39.81\|-5.66\|42.20\|42.63\|39.69\|103535;2026-05-22\|40.65\|2.11\|39.99\|40.88\|39.48\|85193;2026-05-25\|39.81\|-2.07\|40.65\|40.80\|39.48\|72623;2026-05-26\|40.63\|2.06\|39.50\|41.80\|38.90\|112243;2026-05-27\|40.10\|-1.30\|40.21\|41.43\|39.74\|81920;2026-05-28\|40.02\|-0.20\|40.05\|40.55\|38.81\|90508;2026-05-29\|38.07\|-4.87\|39.78\|39.88\|37.87\|122192;2026-06-01\|37.75\|-0.84\|37.70\|38.22\|37.30\|74002;2026-06-02\|36.20\|-4.11\|37.51\|37.64\|35.85\|94048;2026-06-03\|36.45\|0.69\|36.15\|37.63\|35.52\|108177;2026-06-04\|38.47\|5.54\|36.03\|39.87\|35.62\|180922;2026-06-05\|37.34\|-2.94\|38.31\|38.75\|37.28\|106423;2026-06-08\|35.75\|-4.26\|36.29\|37.76\|35.39\|82358;2026-06-09\|39.33\|10.01\|36.45\|39.33\|35.51\|151481;2026-06-10\|39.85\|1.32\|38.98\|40.65\|38.80\|177195;2026-06-11\|41.40\|3.89\|40.24\|42.67\|39.93\|269666;2026-06-12\|43.36\|4.73\|41.00\|44.87\|40.99\|289874;2026-06-15\|46.39\|6.99\|43.50\|47.70\|41.80\|402440;2026-06-16\|51.03\|10.00\|46.00\|51.03\|44.23\|515309;2026-06-17\|50.03\|-1.96\|50.16\|51.93\|48.70\|473258;2026-06-18\|48.40\|-3.26\|48.73\|50.34\|48.19\|297167;2026-06-22\|50.62\|4.59\|47.84\|51.16\|46.80\|382689;2026-06-23\|48.28\|-4.62\|49.85\|49.86\|45.88\|331070;2026-06-24\|48.56\|0.58\|47.50\|49.50\|47.17\|257712;2026-06-25\|49.66\|2.27\|48.00\|50.92\|47.37\|307054;2026-06-26\|47.60\|-4.15\|50.20\|50.38\|46.05\|326909;2026-06-29\|45.45\|-4.52\|47.70\|48.91\|44.85\|300249;2026-06-30\|48.26\|6.18\|45.79\|48.97\|45.51\|269271;2026-07-01\|47.19\|-2.22\|48.26\|49.50\|46.89\|255302;2026-07-02\|48.97\|3.77\|47.00\|50.88\|45.30\|349575;2026-07-03\|45.57\|-6.94\|48.97\|49.37\|45.10\|325683;2026-07-06\|43.44\|-4.67\|45.20\|46.77\|43.42\|221728;2026-07-07\|43.63\|0.44\|43.34\|46.73\|42.60\|270780;2026-07-08\|41.60\|-4.65\|43.56\|44.80\|41.60\|198804;2026-07-09\|43.43\|4.40\|41.40\|44.54\|40.95\|240528
118098		涨停揭秘：有机硅装备龙头+设备更新政策催化；涨停缘由：公司为国内有机硅化合物装备龙头企业，受益化工行业设备更新政策加码及新能源材料扩产带来的设备需求释放；资金逻辑：设备更新+新材料双主线共振，资金聚焦具备技术壁垒与订单弹性的专用设备制造商；风险提示：订单交付周期长，应收账款占比较高，行业资本开支节奏变化影响业绩节奏	国内有机硅化合物装备龙头企业；公司研发的有机硅生产设备可涵盖有机硅产品生产的全部流程，根据设备生产工艺不同，有机硅生产设备可分为双螺杆全自动连续生产线和自动化单体设备	2026-03-02\|46.40\|-2.23\|46.58\|47.78\|46.31\|71099;2026-03-03\|44.00\|-5.17\|46.43\|47.64\|43.88\|82960;2026-03-04\|43.74\|-0.59\|43.12\|44.53\|43.12\|47615;2026-03-05\|43.45\|-0.66\|44.47\|45.28\|42.81\|71303;2026-03-06\|42.92\|-1.22\|43.12\|43.46\|42.50\|52766;2026-03-09\|41.60\|-3.08\|42.04\|42.48\|40.41\|74190;2026-03-10\|42.52\|2.21\|42.45\|42.88\|41.90\|50627;2026-03-11\|42.90\|0.89\|42.49\|43.56\|42.22\|75930;2026-03-12\|41.80\|-2.56\|42.67\|42.69\|41.50\|57814;2026-03-13\|42.63\|1.99\|41.70\|43.75\|41.61\|84374;2026-03-16\|42.88\|0.59\|42.77\|43.20\|42.10\|49838;2026-03-17\|41.81\|-2.50\|42.92\|43.42\|41.81\|47464;2026-03-18\|40.33\|-3.54\|40.50\|41.29\|39.72\|89803;2026-03-19\|39.91\|-1.04\|39.98\|40.95\|39.52\|56177;2026-03-20\|39.46\|-1.13\|40.05\|41.11\|39.46\|60201;2026-03-23\|38.20\|-3.19\|39.39\|40.00\|37.92\|59807;2026-03-24\|39.04\|2.20\|38.94\|39.28\|37.43\|54426;2026-03-25\|39.69\|1.67\|39.01\|39.98\|38.97\|42646;2026-03-26\|40.42\|1.84\|39.70\|41.73\|39.50\|82490;2026-03-27\|41.77\|3.34\|39.45\|42.19\|39.05\|86493;2026-03-30\|41.07\|-1.68\|42.04\|42.25\|40.23\|67000;2026-03-31\|39.45\|-3.94\|41.03\|41.48\|39.45\|52426;2026-04-01\|40.39\|2.38\|40.35\|40.84\|39.72\|44438;2026-04-02\|39.80\|-1.46\|40.10\|40.55\|39.46\|34355;2026-04-03\|38.29\|-3.79\|39.95\|40.26\|38.29\|41004;2026-04-07\|38.83\|1.41\|38.52\|39.60\|38.41\|41611;2026-04-08\|40.68\|4.76\|39.60\|40.72\|39.44\|48191;2026-04-09\|40.56\|-0.29\|40.63\|41.15\|40.01\|44174;2026-04-10\|42.03\|3.62\|40.91\|42.86\|40.71\|74167;2026-04-13\|42.53\|1.19\|41.60\|42.71\|41.50\|54414;2026-04-14\|44.25\|4.04\|42.81\|44.25\|42.81\|77274;2026-04-15\|42.12\|-4.81\|44.23\|44.50\|41.88\|75061;2026-04-16\|42.82\|1.66\|42.30\|43.08\|42.01\|55012;2026-04-17\|42.61\|-0.49\|42.68\|43.69\|42.58\|61133;2026-04-20\|42.65\|0.09\|42.98\|43.62\|42.35\|68989;2026-04-21\|42.89\|0.56\|42.37\|43.25\|41.20\|78267;2026-04-22\|42.77\|-0.28\|42.69\|43.18\|42.31\|52903;2026-04-23\|46.06\|7.69\|43.01\|46.06\|42.68\|204162;2026-04-24\|41.69\|-9.49\|43.00\|43.00\|39.41\|239496;2026-04-27\|41.50\|-0.46\|39.20\|42.28\|39.00\|161593;2026-04-28\|39.99\|-3.64\|41.33\|41.65\|39.79\|87244;2026-04-29\|42.00\|5.03\|39.90\|42.35\|39.35\|110900;2026-04-30\|41.03\|-2.31\|41.86\|42.16\|40.94\|71809;2026-05-06\|44.12\|7.53\|41.42\|44.76\|41.41\|122627;2026-05-07\|44.35\|0.52\|44.90\|45.12\|43.67\|82421;2026-05-08\|44.47\|0.27\|44.22\|46.28\|44.13\|94756;2026-05-11\|48.83\|9.80\|45.25\|50.38\|44.96\|221576;2026-05-12\|49.07\|0.49\|48.57\|49.86\|48.36\|122622;2026-05-13\|47.49\|-3.22\|48.80\|48.90\|47.03\|107125;2026-05-14\|45.87\|-3.41\|47.50\|47.87\|45.87\|75372;2026-05-15\|45.28\|-1.29\|45.98\|46.78\|44.81\|72377;2026-05-18\|48.04\|6.10\|45.14\|49.28\|44.78\|103392;2026-05-19\|48.19\|0.31\|47.61\|49.24\|47.20\|65583;2026-05-20\|47.46\|-1.51\|48.14\|48.47\|46.50\|84286;2026-05-21\|44.35\|-6.55\|47.06\|47.86\|44.12\|83348;2026-05-22\|45.56\|2.73\|44.35\|46.05\|44.23\|62340;2026-05-25\|44.14\|-3.12\|45.52\|45.70\|43.58\|66208;2026-05-26\|42.67\|-3.33\|43.65\|44.20\|41.93\|59307;2026-05-27\|41.99\|-1.59\|42.73\|43.64\|41.47\|50531;2026-05-28\|45.31\|7.91\|42.19\|46.36\|41.55\|111107;2026-05-29\|42.38\|-6.47\|45.07\|45.24\|42.03\|79091;2026-06-01\|41.20\|-2.78\|42.05\|43.58\|41.11\|67998;2026-06-02\|40.60\|-1.46\|41.00\|41.33\|39.54\|52471;2026-06-03\|40.46\|-0.34\|40.98\|42.16\|40.01\|53584;2026-06-04\|40.50\|0.10\|40.00\|41.33\|39.31\|54283;2026-06-05\|39.50\|-2.47\|40.50\|40.65\|38.56\|57469;2026-06-08\|37.60\|-4.81\|38.50\|39.09\|37.40\|53284;2026-06-09\|39.32\|4.57\|38.21\|39.44\|38.21\|49593;2026-06-10\|38.09\|-3.13\|39.20\|39.59\|37.53\|44685;2026-06-11\|37.71\|-1.00\|38.09\|38.25\|37.11\|39163;2026-06-12\|37.64\|-0.19\|38.16\|38.92\|37.34\|46701;2026-06-15\|38.69\|2.79\|38.40\|38.80\|38.11\|43306;2026-06-16\|40.08\|3.59\|38.65\|40.48\|38.45\|58120;2026-06-17\|39.66\|-1.05\|39.51\|40.47\|39.40\|47242;2026-06-18\|39.44\|-0.55\|39.33\|40.18\|38.94\|45774;2026-06-22\|40.29\|2.16\|39.03\|40.30\|38.69\|61477;2026-06-23\|38.24\|-5.09\|40.06\|40.27\|37.93\|62441;2026-06-24\|38.43\|0.50\|38.24\|38.74\|37.22\|42798;2026-06-25\|36.52\|-4.97\|37.83\|38.63\|36.08\|68001;2026-06-26\|34.86\|-4.55\|36.52\|36.60\|34.83\|53779;2026-06-29\|34.88\|0.06\|34.77\|35.55\|34.04\|47240;2026-06-30\|31.11\|16.04\|27.12\|31.95\|26.96\|161652;2026-07-01\|31.66\|1.77\|31.19\|32.65\|30.45\|122253;2026-07-02\|31.81\|0.47\|31.50\|32.56\|30.97\|89976;2026-07-03\|32.43\|1.95\|32.03\|33.13\|32.03\|86461;2026-07-06\|30.99\|-4.44\|32.50\|32.86\|30.80\|96132;2026-07-07\|30.36\|-2.03\|31.00\|31.97\|29.96\|75030;2026-07-08\|28.90\|-4.81\|30.50\|31.15\|28.81\|77126;2026-07-09\|29.62\|2.49\|29.18\|29.67\|27.89\|66295
118097	SK海力士尝试“以钼代钨”	涨停揭秘：镁合金轻量化+低空经济+人形机器人三重催化；涨停缘由：公司为全球镁行业龙头，成立低空经济、人形机器人、电动自行车专项小组，正研发镁合金机器人盖板、底座等部件，契合轻量化材料爆发需求；资金逻辑：有色金属板块轮动至稀缺材料方向，资金押注轻量化材料在新兴场景的规模化应用；风险提示：新产品研发周期长、认证门槛高，下游量产节奏不及预期将影响业绩兑现	公司是全球镁行业龙头企业，成立“低空经济、人形机器人、电动自行车”专项小组，与多家头部企业建立沟通渠道，正在研发镁合金机器人盖板、底座、控制臂等部件	2026-03-02\|22.85\|4.86\|21.79\|23.14\|21.30\|1030680;2026-03-03\|21.10\|-7.66\|22.20\|22.35\|20.90\|695147;2026-03-04\|20.57\|-2.51\|20.83\|21.45\|20.27\|452661;2026-03-05\|20.53\|-0.19\|21.00\|21.10\|20.41\|371689;2026-03-06\|20.06\|-2.29\|20.35\|20.72\|19.96\|313725;2026-03-09\|19.92\|-0.70\|19.78\|20.05\|18.78\|379426;2026-03-10\|20.04\|0.60\|20.10\|20.38\|19.85\|227722;2026-03-11\|19.68\|-1.80\|20.11\|20.48\|19.64\|250697;2026-03-12\|19.70\|0.10\|19.60\|19.92\|19.40\|241217;2026-03-13\|19.29\|-2.08\|19.67\|20.20\|19.22\|278266;2026-03-16\|18.58\|-3.68\|19.30\|19.36\|18.24\|312287;2026-03-17\|17.96\|-3.34\|18.59\|18.99\|17.94\|232243;2026-03-18\|18.00\|0.22\|17.98\|18.14\|17.69\|188434;2026-03-19\|16.65\|-7.50\|17.73\|17.73\|16.55\|369422;2026-03-20\|15.99\|-3.96\|16.81\|16.94\|15.88\|314946;2026-03-23\|15.09\|-5.63\|15.34\|15.87\|14.98\|359378;2026-03-24\|15.43\|2.25\|15.46\|15.61\|14.75\|299025;2026-03-25\|15.75\|2.07\|15.67\|16.01\|15.52\|257099;2026-03-26\|15.21\|-3.43\|15.66\|15.75\|15.13\|203485;2026-03-27\|15.51\|1.97\|15.11\|15.70\|14.91\|273678;2026-03-30\|15.75\|1.55\|15.64\|16.15\|15.44\|363321;2026-03-31\|15.40\|-2.22\|15.75\|15.84\|15.36\|258730;2026-04-01\|16.34\|6.10\|15.85\|16.58\|15.73\|382522;2026-04-02\|16.03\|-1.90\|16.50\|16.50\|15.80\|279511;2026-04-03\|15.54\|-3.06\|16.09\|16.15\|15.51\|165623;2026-04-07\|15.89\|2.25\|15.62\|16.07\|15.62\|136970;2026-04-08\|16.57\|4.28\|16.47\|16.63\|16.04\|248760;2026-04-09\|16.22\|-2.11\|16.40\|16.44\|16.18\|170711;2026-04-10\|16.16\|-0.37\|16.40\|16.55\|16.13\|202398;2026-04-13\|16.40\|1.49\|16.12\|16.58\|16.00\|223028;2026-04-14\|16.65\|1.52\|16.99\|17.08\|16.49\|240904;2026-04-15\|16.27\|-2.28\|16.83\|16.88\|16.14\|246195;2026-04-16\|16.69\|2.58\|16.33\|16.77\|16.33\|221702;2026-04-17\|16.63\|-0.36\|16.60\|16.78\|16.50\|157740;2026-04-20\|16.60\|-0.18\|16.54\|16.89\|16.46\|216311;2026-04-21\|16.44\|-0.96\|16.51\|16.58\|16.28\|147017;2026-04-22\|16.67\|1.40\|16.37\|16.85\|16.23\|235643;2026-04-23\|15.91\|-4.56\|16.68\|16.70\|15.70\|325631;2026-04-24\|16.10\|1.19\|15.89\|16.33\|15.66\|260843;2026-04-27\|15.86\|-1.49\|16.00\|16.20\|15.79\|163291;2026-04-28\|15.47\|-2.46\|15.73\|15.79\|15.30\|194445;2026-04-29\|15.63\|1.03\|15.16\|15.75\|15.09\|214976;2026-04-30\|15.69\|0.38\|15.66\|16.05\|15.30\|179847;2026-05-06\|16.25\|3.57\|15.80\|16.30\|15.74\|266152;2026-05-07\|16.52\|1.66\|16.35\|16.62\|16.12\|232084;2026-05-08\|16.66\|0.85\|16.40\|16.83\|16.32\|207855;2026-05-11\|16.54\|-0.72\|16.66\|16.83\|16.36\|262184;2026-05-12\|16.26\|-1.69\|16.65\|16.69\|16.15\|218996;2026-05-13\|16.44\|1.11\|16.31\|16.58\|16.27\|197590;2026-05-14\|15.83\|-3.71\|16.48\|16.50\|15.78\|207398;2026-05-15\|15.53\|-1.90\|15.70\|16.23\|15.33\|285918;2026-05-18\|15.50\|-0.19\|15.48\|15.69\|14.90\|230176;2026-05-19\|15.56\|0.39\|15.43\|15.90\|15.23\|172781;2026-05-20\|15.54\|-0.13\|15.51\|15.67\|15.09\|219269;2026-05-21\|15.09\|-2.90\|15.68\|16.02\|15.03\|301922;2026-05-22\|15.26\|1.13\|15.14\|15.44\|15.01\|256607;2026-05-25\|15.73\|3.08\|15.38\|16.04\|15.29\|266104;2026-05-26\|16.03\|1.91\|15.65\|16.40\|15.64\|341652;2026-05-27\|15.11\|-5.74\|15.91\|15.97\|15.06\|308585;2026-05-28\|15.17\|0.40\|15.06\|15.39\|14.69\|295835;2026-05-29\|14.29\|-5.80\|15.19\|15.32\|14.19\|302117;2026-06-01\|14.16\|-0.91\|14.29\|14.56\|14.14\|227508;2026-06-02\|14.36\|1.41\|14.18\|14.51\|13.80\|217972;2026-06-03\|14.42\|0.42\|14.33\|14.96\|14.20\|232829;2026-06-04\|14.05\|-2.57\|14.21\|14.46\|13.90\|203035;2026-06-05\|14.00\|-0.36\|13.95\|14.36\|13.51\|247168;2026-06-08\|13.13\|-6.21\|13.56\|13.75\|12.93\|286403;2026-06-09\|13.17\|0.30\|13.28\|13.33\|12.96\|214132;2026-06-10\|12.77\|-3.04\|12.97\|13.04\|12.48\|251470;2026-06-11\|12.75\|-0.16\|12.70\|13.00\|12.61\|183976;2026-06-12\|13.20\|3.53\|12.95\|13.62\|12.92\|295702;2026-06-15\|13.83\|4.77\|13.53\|14.03\|13.40\|318860;2026-06-16\|13.97\|1.01\|13.70\|14.12\|13.51\|228754;2026-06-17\|13.72\|-1.79\|13.97\|13.99\|13.60\|172529;2026-06-18\|13.60\|-0.87\|13.70\|14.06\|13.49\|188630;2026-06-22\|14.29\|5.07\|13.51\|14.30\|13.38\|333772;2026-06-23\|13.16\|-7.91\|14.25\|14.25\|13.09\|369413;2026-06-24\|12.96\|-1.52\|13.07\|13.17\|12.72\|233196;2026-06-25\|12.62\|-2.62\|12.84\|12.91\|12.51\|231065;2026-06-26\|13.38\|6.02\|12.58\|13.88\|12.43\|601398;2026-06-29\|14.15\|5.75\|13.70\|14.53\|13.30\|600047;2026-06-30\|15.57\|10.04\|14.00\|15.57\|13.90\|551419;2026-07-01\|15.88\|1.99\|15.80\|16.09\|15.33\|630369;2026-07-02\|15.13\|-4.72\|15.79\|15.90\|15.07\|379434;2026-07-03\|15.28\|0.99\|15.30\|15.75\|14.68\|510236;2026-07-06\|14.68\|-3.93\|15.42\|15.87\|14.64\|644258;2026-07-07\|14.35\|-2.25\|14.73\|15.10\|14.25\|377774;2026-07-08\|13.17\|-8.22\|14.35\|14.46\|13.15\|409280;2026-07-09\|12.88\|-2.20\|13.17\|13.42\|12.34\|332086
118096	SK海力士尝试“以钼代钨”	锆产品+扩产+固态电池行业原因： 1、据证券日报2月27日报道，国内配额叠加海外限产导致稀土、钨、锂等现货供应趋紧，价格春节后再创新高。 2、全球AI算力、新能源、军工需求爆发，多国将关键小金属列入战略矿产，定价权与战略价值被系统性重估。公司原因： 1、据2026年2月26日互动易，公司应用于固态电池电解质的氧化锆样品获得部分固态电池材料厂家研发试用初步认可。 2、据2026年1月6日公告，全资子公司拟投建年产1万吨新能源电池级高纯复合氧化锆项目，首期5000吨/年已完成备案及环评。 3、据2024年年度报告，公司是国内锆行业技术领先、产业链完整的高新技术企业，产品覆盖氧氯化锆、二氧化锆等百余品种，应用于新能源、电子陶瓷等高端领域。	1、公司主要从事锆系列制品，产品涵盖锆英砂、钛精矿等，在澳大利亚开采的明达里矿区为海滨砂矿（锆钛铪伴生）； 2、公司涉及稀土的产品为分选澳大利亚开采的重矿物得到的副产品独居石，独居石约占重矿物重量的1%-2.5%，独居石内含有各种稀土元素的氧化物，如氧化钍、氧化镧、氧化铈、氧化钕等	2026-03-02\|15.49\|-0.58\|16.00\|16.20\|15.10\|1469419;2026-03-03\|14.61\|-5.68\|15.46\|15.86\|14.56\|1107956;2026-03-04\|16.07\|9.99\|14.30\|16.07\|14.20\|926044;2026-03-05\|15.39\|-4.23\|16.50\|16.60\|15.29\|1322133;2026-03-06\|15.14\|-1.62\|15.36\|15.59\|14.94\|719083;2026-03-09\|15.16\|0.13\|14.97\|15.43\|14.66\|728870;2026-03-10\|14.80\|-2.37\|15.26\|15.30\|14.68\|550237;2026-03-11\|14.60\|-1.35\|14.68\|15.09\|14.49\|575603;2026-03-12\|14.47\|-0.89\|14.54\|14.85\|14.31\|536734;2026-03-13\|13.95\|-3.59\|14.36\|14.68\|13.89\|536292;2026-03-16\|13.89\|-0.43\|13.81\|14.01\|13.52\|352384;2026-03-17\|13.43\|-3.31\|13.90\|14.00\|13.40\|304533;2026-03-18\|13.50\|0.52\|13.45\|13.57\|13.21\|243005;2026-03-19\|12.75\|-5.56\|13.27\|13.27\|12.70\|347389;2026-03-20\|12.52\|-1.80\|12.90\|13.07\|12.50\|272123;2026-03-23\|11.73\|-6.31\|12.18\|12.40\|11.58\|394010;2026-03-24\|12.03\|2.56\|12.01\|12.08\|11.53\|300546;2026-03-25\|12.23\|1.66\|12.31\|12.36\|12.12\|285589;2026-03-26\|12.09\|-1.14\|12.20\|12.37\|12.02\|221779;2026-03-27\|12.44\|2.90\|11.88\|12.55\|11.83\|293746;2026-03-30\|12.39\|-0.40\|12.39\|12.51\|12.19\|232019;2026-03-31\|12.13\|-2.10\|12.39\|12.49\|12.13\|207207;2026-04-01\|12.31\|1.48\|12.36\|12.45\|12.20\|162753;2026-04-02\|11.96\|-2.84\|12.31\|12.31\|11.87\|168863;2026-04-03\|11.63\|-2.76\|11.97\|12.06\|11.60\|148606;2026-04-07\|11.87\|2.06\|11.69\|11.91\|11.69\|132233;2026-04-08\|12.59\|6.07\|12.23\|12.60\|12.02\|292346;2026-04-09\|12.42\|-1.35\|12.41\|12.55\|12.33\|173250;2026-04-10\|12.63\|1.69\|12.52\|12.78\|12.47\|243402;2026-04-13\|12.69\|0.48\|12.60\|12.75\|12.56\|194816;2026-04-14\|12.89\|1.58\|12.84\|12.96\|12.72\|196913;2026-04-15\|12.65\|-1.86\|13.00\|13.07\|12.60\|215016;2026-04-16\|12.95\|2.37\|12.66\|13.00\|12.62\|216777;2026-04-17\|13.14\|1.47\|12.88\|13.20\|12.87\|203845;2026-04-20\|13.33\|1.45\|13.10\|13.34\|13.05\|295524;2026-04-21\|13.10\|-1.73\|13.14\|13.18\|12.75\|293216;2026-04-22\|13.06\|-0.31\|12.97\|13.13\|12.92\|225891;2026-04-23\|12.86\|-1.53\|13.03\|13.09\|12.68\|268706;2026-04-24\|13.01\|1.17\|12.73\|13.10\|12.61\|203797;2026-04-27\|13.29\|2.15\|12.99\|13.41\|12.90\|322249;2026-04-28\|12.72\|-4.29\|13.20\|13.24\|12.65\|318003;2026-04-29\|13.17\|3.54\|12.65\|13.22\|12.61\|288314;2026-04-30\|12.91\|-1.97\|13.12\|13.17\|12.87\|222098;2026-05-06\|13.35\|3.41\|12.96\|13.35\|12.90\|310465;2026-05-07\|13.42\|0.52\|13.45\|13.55\|13.27\|293423;2026-05-08\|13.49\|0.52\|13.30\|13.69\|13.29\|293763;2026-05-11\|13.72\|1.71\|13.85\|14.15\|13.61\|387159;2026-05-12\|13.43\|-2.11\|13.82\|13.88\|13.31\|301967;2026-05-13\|13.49\|0.45\|13.32\|13.64\|13.25\|271315;2026-05-14\|12.64\|-6.30\|13.48\|13.49\|12.64\|399955;2026-05-15\|12.27\|-2.93\|12.63\|12.67\|12.20\|286583;2026-05-18\|12.39\|0.98\|12.04\|12.55\|11.85\|276845;2026-05-19\|12.00\|-3.15\|12.34\|12.34\|11.85\|265104;2026-05-20\|12.07\|0.58\|11.88\|12.26\|11.66\|294303;2026-05-21\|11.96\|-0.91\|12.14\|12.74\|11.95\|397067;2026-05-22\|12.78\|6.86\|12.01\|12.88\|11.94\|495392;2026-05-25\|12.78\|0.00\|12.90\|13.19\|12.59\|352715;2026-05-26\|13.00\|1.72\|12.65\|13.16\|12.48\|356833;2026-05-27\|13.11\|0.85\|12.86\|13.49\|12.83\|500705;2026-05-28\|13.75\|4.88\|13.00\|14.11\|12.99\|800263;2026-05-29\|13.40\|-2.55\|13.60\|14.48\|13.31\|788151;2026-06-01\|13.01\|-2.91\|13.37\|13.57\|12.88\|405508;2026-06-02\|13.39\|2.92\|13.04\|13.52\|12.80\|419278;2026-06-03\|14.73\|10.01\|13.30\|14.73\|13.21\|787846;2026-06-04\|14.04\|-4.68\|14.08\|14.26\|13.77\|957130;2026-06-05\|13.65\|-2.78\|13.83\|14.30\|13.53\|715925;2026-06-08\|12.75\|-6.59\|12.96\|13.64\|12.50\|623321;2026-06-09\|13.90\|9.02\|12.96\|14.03\|12.92\|1098543;2026-06-10\|13.81\|-0.65\|14.11\|14.25\|13.71\|673159;2026-06-11\|13.85\|0.29\|13.73\|14.10\|13.57\|649366;2026-06-12\|14.20\|2.53\|14.02\|14.49\|13.87\|1035339;2026-06-15\|14.75\|3.87\|14.39\|14.75\|14.22\|1036606;2026-06-16\|15.29\|3.66\|14.50\|15.55\|14.38\|1118328;2026-06-17\|14.66\|-4.12\|15.00\|15.13\|14.50\|803831;2026-06-18\|16.13\|10.03\|16.13\|16.13\|16.13\|282787;2026-06-22\|17.74\|9.98\|17.74\|17.74\|17.74\|58134;2026-06-23\|19.51\|9.98\|19.51\|19.51\|19.51\|980640;2026-06-24\|21.46\|9.99\|19.60\|21.46\|19.52\|3014035;2026-06-25\|22.77\|6.10\|21.42\|23.06\|21.41\|2217478;2026-06-26\|21.56\|-5.31\|21.78\|22.23\|20.49\|1698909;2026-06-29\|20.06\|-6.96\|21.56\|21.85\|19.48\|1400421;2026-06-30\|22.07\|10.02\|19.51\|22.07\|18.42\|1525543;2026-07-01\|24.28\|10.01\|22.32\|24.28\|22.32\|1655137;2026-07-02\|26.05\|7.29\|23.51\|26.71\|23.50\|1984692;2026-07-03\|25.04\|-3.88\|26.10\|26.85\|23.73\|1662610;2026-07-06\|23.94\|-4.39\|25.38\|26.30\|23.73\|1180969;2026-07-07\|22.33\|-6.73\|23.94\|24.45\|22.01\|1027858;2026-07-08\|20.10\|-9.99\|22.22\|22.65\|20.10\|921161;2026-07-09\|19.65\|-2.24\|20.01\|20.67\|18.58\|1049238
118095	燃气轮机产量缺口将长期存在	燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-03-02\|33.67\|0.12\|34.28\|34.34\|32.90\|493165;2026-03-03\|32.45\|-3.62\|33.69\|34.66\|32.38\|421886;2026-03-04\|34.31\|5.73\|31.72\|34.69\|31.72\|555977;2026-03-05\|35.69\|4.02\|34.90\|36.61\|34.71\|605380;2026-03-06\|39.26\|10.00\|35.70\|39.26\|35.70\|468135;2026-03-09\|37.66\|-4.08\|38.47\|38.68\|36.68\|699167;2026-03-10\|37.54\|-0.32\|37.85\|38.96\|36.95\|527326;2026-03-11\|36.68\|-2.29\|37.24\|38.42\|35.53\|628452;2026-03-12\|34.58\|-5.73\|36.42\|36.52\|34.11\|662222;2026-03-13\|32.85\|-5.00\|34.10\|34.30\|32.73\|627780;2026-03-16\|32.38\|-1.43\|33.16\|33.44\|31.19\|457871;2026-03-17\|31.76\|-1.91\|32.50\|32.98\|31.52\|357237;2026-03-18\|32.44\|2.14\|31.81\|32.55\|31.56\|350353;2026-03-19\|30.82\|-4.99\|31.88\|32.26\|30.48\|480827;2026-03-20\|31.02\|0.65\|31.13\|31.49\|30.36\|454938;2026-03-23\|29.44\|-5.09\|30.31\|30.90\|29.10\|471704;2026-03-24\|30.82\|4.69\|30.24\|31.18\|29.99\|407170;2026-03-25\|31.96\|3.70\|31.35\|33.01\|31.34\|524227;2026-03-26\|31.19\|-2.41\|31.96\|31.99\|30.90\|292945;2026-03-27\|31.59\|1.28\|30.50\|32.28\|30.28\|365676;2026-03-30\|31.75\|0.51\|30.95\|32.40\|30.70\|290134;2026-03-31\|31.33\|-1.32\|32.00\|33.07\|31.20\|328796;2026-04-01\|32.29\|3.06\|32.11\|33.03\|32.06\|313399;2026-04-02\|32.26\|-0.09\|32.35\|34.00\|31.91\|398062;2026-04-03\|32.80\|1.67\|32.89\|33.39\|32.32\|258257;2026-04-07\|32.45\|-1.07\|33.08\|33.68\|31.24\|442078;2026-04-08\|35.00\|7.86\|33.60\|35.70\|33.14\|583924;2026-04-09\|36.76\|5.03\|34.00\|37.48\|34.00\|490414;2026-04-10\|40.44\|10.01\|39.50\|40.44\|39.50\|446848;2026-04-13\|41.20\|1.88\|39.22\|41.50\|38.50\|897451;2026-04-14\|38.68\|-6.12\|40.61\|41.15\|38.11\|651784;2026-04-15\|36.92\|-4.55\|38.55\|39.05\|36.78\|539386;2026-04-16\|39.00\|5.63\|36.73\|39.50\|36.51\|529544;2026-04-17\|38.21\|-2.03\|38.60\|39.59\|37.81\|333093;2026-04-20\|38.20\|-0.03\|38.21\|39.70\|37.52\|437442;2026-04-21\|37.88\|-0.84\|37.86\|38.18\|36.67\|302738;2026-04-22\|39.41\|4.04\|37.77\|39.65\|37.20\|458001;2026-04-23\|42.26\|7.23\|41.53\|43.35\|41.12\|931195;2026-04-24\|40.40\|-4.40\|43.06\|43.06\|39.70\|587807;2026-04-27\|39.51\|-2.20\|40.39\|40.40\|38.71\|457398;2026-04-28\|39.40\|-0.28\|39.51\|40.10\|39.00\|353477;2026-04-29\|39.87\|1.19\|38.75\|41.08\|38.58\|356936;2026-04-30\|38.57\|-3.26\|41.97\|42.38\|38.51\|579759;2026-05-06\|39.66\|2.83\|39.30\|40.66\|38.70\|506620;2026-05-07\|39.00\|-1.66\|39.52\|39.66\|37.24\|578846;2026-05-08\|38.33\|-1.72\|38.06\|39.33\|38.02\|284220;2026-05-11\|37.89\|-1.15\|38.20\|38.47\|37.11\|388033;2026-05-12\|37.63\|-0.69\|37.95\|38.30\|36.70\|308695;2026-05-13\|41.39\|9.99\|37.88\|41.39\|37.60\|619803;2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634
118094	燃气轮机产量缺口将长期存在	铬盐龙头+金属铬+SOFC+可转债获批行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月12日互动易，今年以来公司与BE供应链上主要合作伙伴不断深化合作，近期与该客户签订的具执行约束力的金属铬采购合同金额较其2025年采购金额增幅较高。 2、据2026年4月29日年报，公司是A股唯一以铬化学品为主业的上市公司，全球产能最大、市场份额最高、铬化合物产品线最齐全，2025年金属铬销量同比提升约54%，跃升至国内领先水平。 3、据国海证券2026年6月2日研报，固体氧化物燃料电池SOFC、燃气轮机、商业航天等共同驱动铬盐景气大周期，公司有望优先受益，维持“买入”评级。 4、据2026年6月3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交所上市审核委员会审核通过。	公司为全球产能最大、产品线最全的铬化学品龙头，金属铬产品在高温合金、铜基、铝基特种合金、高端焊接材料、溅射靶材等领域广泛应用，高温合金是燃气轮机的主要材料，单质铬的添加量在15%~20%之间	2026-03-02\|42.60\|4.41\|41.50\|43.05\|41.10\|310920;2026-03-03\|41.95\|-1.53\|43.00\|45.50\|41.80\|399751;2026-03-04\|41.70\|-0.60\|40.60\|43.33\|40.40\|269145;2026-03-05\|45.87\|10.00\|43.80\|45.87\|42.53\|345310;2026-03-06\|46.72\|1.85\|47.00\|48.35\|44.40\|410300;2026-03-09\|44.10\|-5.61\|44.50\|45.52\|42.05\|418525;2026-03-10\|43.88\|-0.50\|45.90\|46.31\|43.86\|278158;2026-03-11\|41.25\|-5.99\|44.00\|44.98\|40.60\|414286;2026-03-12\|39.00\|-5.45\|40.95\|41.10\|38.36\|332661;2026-03-13\|37.52\|-3.79\|39.02\|39.47\|37.14\|288865;2026-03-16\|36.36\|-3.09\|37.81\|37.95\|35.08\|297265;2026-03-17\|35.87\|-1.35\|36.38\|37.27\|35.73\|212148;2026-03-18\|36.85\|2.73\|35.87\|37.07\|35.87\|194614;2026-03-19\|33.17\|-9.99\|36.02\|36.50\|33.17\|393726;2026-03-20\|32.17\|-3.01\|33.50\|33.80\|32.02\|280444;2026-03-23\|30.62\|-4.82\|31.60\|32.41\|30.34\|267473;2026-03-24\|32.85\|7.28\|31.43\|33.13\|30.60\|287566;2026-03-25\|34.15\|3.96\|33.77\|34.97\|33.50\|281520;2026-03-26\|32.23\|-5.62\|34.07\|34.14\|31.87\|230673;2026-03-27\|31.91\|-0.99\|31.49\|32.39\|31.26\|231998;2026-03-30\|32.30\|1.22\|31.75\|32.97\|31.26\|186233;2026-03-31\|31.38\|-2.85\|32.13\|32.94\|30.80\|180975;2026-04-01\|32.45\|3.41\|32.36\|33.30\|32.12\|215785;2026-04-02\|31.53\|-2.84\|32.63\|32.88\|31.33\|149618;2026-04-03\|34.68\|9.99\|31.50\|34.68\|31.37\|289835;2026-04-07\|36.33\|4.76\|33.92\|36.60\|33.71\|547692;2026-04-08\|38.99\|7.32\|36.45\|39.56\|35.61\|449797;2026-04-09\|37.98\|-2.59\|38.89\|39.20\|37.40\|289108;2026-04-10\|38.60\|1.63\|38.44\|39.20\|37.35\|226716;2026-04-13\|36.88\|-4.46\|37.85\|38.00\|36.28\|277755;2026-04-14\|37.74\|2.33\|39.00\|39.81\|37.11\|343761;2026-04-15\|35.70\|-5.41\|38.66\|38.98\|34.99\|394861;2026-04-16\|37.90\|6.16\|36.50\|38.00\|36.31\|403038;2026-04-17\|35.69\|-5.83\|36.55\|36.76\|35.29\|383908;2026-04-20\|35.50\|-0.53\|35.35\|36.49\|34.12\|300990;2026-04-21\|37.30\|5.07\|35.99\|37.40\|34.94\|384340;2026-04-22\|38.05\|2.01\|36.88\|38.60\|36.40\|296889;2026-04-23\|37.66\|-1.02\|38.80\|39.44\|37.20\|286744;2026-04-24\|37.49\|-0.45\|37.55\|37.96\|36.71\|166369;2026-04-27\|36.21\|-3.41\|37.48\|37.51\|36.07\|194749;2026-04-28\|35.58\|-1.74\|36.00\|36.00\|34.40\|235697;2026-04-29\|35.55\|-0.08\|36.32\|37.65\|34.50\|437281;2026-04-30\|34.98\|-1.60\|36.50\|38.13\|34.70\|534704;2026-05-06\|37.00\|5.77\|35.68\|37.66\|35.11\|456117;2026-05-07\|40.70\|10.00\|37.05\|40.70\|36.41\|485881;2026-05-08\|39.85\|-2.09\|40.27\|40.66\|38.80\|405595;2026-05-11\|40.08\|0.58\|40.26\|41.38\|39.78\|301191;2026-05-12\|40.52\|1.10\|39.60\|41.99\|39.50\|326231;2026-05-13\|40.83\|0.77\|40.18\|41.50\|39.75\|296653;2026-05-14\|39.12\|-4.19\|40.60\|41.94\|39.10\|269394;2026-05-15\|39.46\|0.87\|39.77\|41.77\|38.85\|377541;2026-05-18\|39.17\|-0.73\|39.01\|41.37\|38.70\|312098;2026-05-19\|43.09\|10.01\|39.98\|43.09\|39.98\|466299;2026-05-20\|42.01\|-2.51\|43.31\|43.86\|40.72\|409892;2026-05-21\|42.56\|1.31\|42.01\|44.32\|42.01\|363462;2026-05-22\|45.00\|5.73\|43.02\|46.80\|43.02\|432529;2026-05-25\|46.00\|2.22\|44.80\|46.95\|44.20\|332538;2026-05-26\|41.40\|-10.00\|45.05\|45.15\|41.40\|414161;2026-05-27\|37.52\|-9.37\|41.32\|42.36\|37.26\|542072;2026-05-28\|38.96\|3.84\|37.44\|39.61\|36.10\|364119;2026-05-29\|35.06\|-10.01\|38.53\|38.99\|35.06\|381427;2026-06-01\|35.12\|0.17\|35.16\|37.76\|34.80\|376743;2026-06-02\|34.58\|-1.54\|35.20\|35.32\|33.01\|273902;2026-06-03\|34.95\|1.07\|34.58\|35.90\|34.32\|228576;2026-06-04\|38.45\|10.01\|34.31\|38.45\|34.14\|586539;2026-06-05\|36.28\|-5.64\|37.50\|38.19\|35.76\|408815;2026-06-08\|32.65\|-10.01\|34.60\|35.28\|32.65\|398138;2026-06-09\|34.43\|5.45\|33.15\|34.60\|31.96\|313947;2026-06-10\|34.03\|-1.16\|34.00\|34.22\|32.96\|225213;2026-06-11\|31.89\|-6.29\|33.80\|33.90\|31.50\|306571;2026-06-12\|32.04\|0.47\|32.80\|33.49\|32.00\|236294;2026-06-15\|34.34\|7.18\|33.29\|34.53\|32.40\|249486;2026-06-16\|35.75\|4.11\|34.27\|36.28\|33.69\|262385;2026-06-17\|36.18\|1.20\|35.50\|36.80\|34.90\|263900;2026-06-18\|36.09\|-0.25\|36.09\|37.78\|35.60\|293200;2026-06-22\|39.70\|10.00\|37.00\|39.70\|36.00\|558854;2026-06-23\|39.03\|-1.69\|39.33\|40.54\|37.60\|416216;2026-06-24\|42.16\|8.02\|39.08\|42.91\|37.02\|539573;2026-06-25\|46.38\|10.01\|44.26\|46.38\|43.92\|431598;2026-06-26\|42.74\|-7.85\|46.00\|46.38\|42.65\|456101;2026-06-29\|42.08\|-1.54\|42.31\|44.58\|41.27\|334628;2026-06-30\|46.29\|10.00\|41.32\|46.29\|41.27\|422073;2026-07-01\|49.50\|6.93\|49.03\|50.92\|47.77\|681210;2026-07-02\|45.24\|-8.61\|49.00\|49.00\|44.75\|495436;2026-07-03\|44.30\|-2.08\|45.34\|46.66\|43.83\|335820;2026-07-06\|48.73\|10.00\|45.58\|48.73\|45.37\|102582;2026-07-07\|44.51\|-8.66\|49.00\|50.00\|44.14\|589438;2026-07-08\|41.80\|-6.09\|44.68\|45.22\|41.48\|337516;2026-07-09\|43.21\|3.37\|42.64\|43.75\|41.06\|288253
118093		涨停揭秘：铜缆高速连接器+AI服务器短距互联需求爆发；涨停缘由：公司高速高清信号连接线广泛用于AI服务器内部短距互联，DAC高速数据线已量产，USB4/Thunderbolt4产品齐全；资金逻辑：AI硬件链向连接器环节传导，资金聚焦技术成熟、量产能力明确的国产替代标的；风险提示：客户集中度较高，技术迭代快，需持续投入研发以维持竞争力	公司的高速、高清信号连接线是铜缆高速连接产品	2026-03-02\|33.32\|-4.39\|34.18\|34.50\|33.06\|31869;2026-03-03\|32.10\|-3.66\|33.61\|33.94\|32.00\|22213;2026-03-04\|32.00\|-0.31\|31.70\|32.93\|31.52\|18677;2026-03-05\|33.60\|5.00\|32.55\|33.94\|32.48\|24571;2026-03-06\|34.46\|2.56\|33.61\|35.29\|32.95\|30613;2026-03-09\|34.81\|1.02\|34.08\|35.70\|34.08\|24813;2026-03-10\|35.07\|0.75\|35.06\|35.26\|34.86\|15647;2026-03-11\|34.50\|-1.63\|35.07\|35.77\|34.39\|17936;2026-03-12\|33.45\|-3.04\|34.60\|34.60\|33.36\|17951;2026-03-13\|32.78\|-2.00\|33.45\|33.86\|32.70\|20512;2026-03-16\|33.11\|1.01\|32.78\|33.11\|32.35\|13793;2026-03-17\|31.98\|-3.41\|33.40\|33.78\|31.86\|26014;2026-03-18\|32.74\|2.38\|32.04\|33.19\|31.80\|21415;2026-03-19\|31.80\|-2.87\|32.20\|32.64\|31.63\|17621;2026-03-20\|30.04\|-5.53\|32.00\|32.16\|30.03\|27769;2026-03-23\|27.72\|-7.72\|29.68\|29.68\|27.34\|32792;2026-03-24\|29.51\|6.46\|28.52\|29.55\|28.20\|26752;2026-03-25\|29.94\|1.46\|29.61\|30.25\|29.45\|18430;2026-03-26\|29.96\|0.07\|30.20\|30.49\|29.58\|19403;2026-03-27\|30.80\|2.80\|29.61\|31.35\|29.23\|17479;2026-03-30\|31.22\|1.36\|30.70\|31.49\|30.47\|19478;2026-03-31\|31.16\|-0.19\|31.45\|32.65\|31.11\|18616;2026-04-01\|31.68\|1.67\|31.88\|31.99\|31.31\|14168;2026-04-02\|30.45\|-3.88\|31.68\|31.89\|30.19\|14763;2026-04-03\|30.02\|-1.41\|30.73\|31.03\|29.75\|12068;2026-04-07\|30.90\|2.93\|30.29\|31.40\|29.75\|14607;2026-04-08\|32.35\|4.69\|31.23\|32.35\|31.23\|14091;2026-04-09\|32.33\|-0.06\|32.15\|32.59\|31.66\|14213;2026-04-10\|33.03\|2.17\|32.53\|33.82\|32.38\|18262;2026-04-13\|32.57\|-1.39\|33.00\|33.13\|32.50\|13091;2026-04-14\|33.88\|4.02\|32.84\|33.88\|32.62\|20715;2026-04-15\|33.76\|-0.35\|33.85\|34.79\|33.57\|22170;2026-04-16\|34.35\|1.75\|33.99\|34.35\|33.54\|13643;2026-04-17\|34.23\|-0.35\|34.16\|34.50\|33.61\|12963;2026-04-20\|33.82\|-1.20\|34.23\|34.50\|33.73\|14674;2026-04-21\|34.07\|0.74\|33.84\|34.49\|33.68\|13772;2026-04-22\|34.29\|0.65\|33.73\|34.50\|33.73\|11811;2026-04-23\|33.70\|-1.72\|34.84\|34.91\|33.25\|14829;2026-04-24\|33.29\|-1.22\|33.40\|33.86\|33.08\|11420;2026-04-27\|32.96\|-0.99\|33.64\|33.64\|32.58\|19774;2026-04-28\|33.98\|3.09\|32.83\|34.98\|32.64\|40736;2026-04-29\|33.56\|-1.24\|33.48\|34.68\|33.20\|30084;2026-04-30\|32.66\|-2.68\|33.75\|33.75\|32.00\|32793;2026-05-06\|33.06\|1.22\|33.00\|34.50\|32.84\|31407;2026-05-07\|33.82\|2.30\|33.52\|34.24\|32.86\|27718;2026-05-08\|34.14\|0.95\|33.84\|34.31\|33.40\|24354;2026-05-11\|33.08\|-3.10\|34.20\|34.22\|32.90\|30691;2026-05-12\|31.49\|-4.81\|33.07\|33.27\|31.24\|29645;2026-05-13\|31.24\|-0.79\|31.28\|32.00\|30.91\|22496;2026-05-14\|30.99\|-0.80\|31.40\|31.88\|30.80\|21702;2026-05-15\|30.29\|-2.26\|31.00\|31.50\|30.02\|21354;2026-05-18\|31.52\|4.06\|30.32\|31.65\|30.08\|29353;2026-05-19\|31.11\|-1.30\|31.35\|31.88\|30.42\|21152;2026-05-20\|30.62\|-1.58\|30.98\|30.99\|30.04\|16046;2026-05-21\|29.11\|-4.93\|30.63\|31.83\|28.80\|33993;2026-05-22\|30.30\|4.09\|29.54\|30.69\|29.18\|25902;2026-05-25\|33.50\|10.56\|30.93\|34.48\|30.93\|73779;2026-05-26\|34.90\|4.18\|33.23\|36.30\|33.23\|83681;2026-05-27\|34.29\|-1.75\|35.35\|37.82\|34.07\|71903;2026-05-28\|35.03\|2.16\|34.40\|35.96\|33.75\|59187;2026-05-29\|33.95\|-3.08\|35.09\|35.42\|33.40\|36063;2026-06-01\|32.31\|-4.83\|33.25\|33.59\|32.30\|36745;2026-06-02\|32.38\|0.22\|32.16\|32.90\|31.86\|26963;2026-06-03\|35.90\|10.87\|32.39\|37.69\|32.37\|89563;2026-06-04\|35.46\|-1.23\|35.63\|36.29\|34.76\|52046;2026-06-05\|36.05\|1.66\|35.28\|37.30\|35.00\|51091;2026-06-08\|33.65\|-6.66\|35.31\|35.38\|32.64\|51932;2026-06-09\|34.20\|1.63\|34.34\|34.47\|33.00\|36209;2026-06-10\|32.16\|-5.96\|33.53\|33.80\|31.50\|36658;2026-06-11\|31.76\|-1.24\|31.82\|32.07\|30.59\|31873;2026-06-12\|34.60\|8.94\|32.10\|35.50\|32.10\|70596;2026-06-15\|36.21\|4.65\|34.72\|36.79\|34.13\|61838;2026-06-16\|37.00\|2.18\|36.12\|37.69\|35.97\|61770;2026-06-17\|36.40\|-1.62\|36.96\|37.77\|36.00\|42395;2026-06-18\|35.46\|-2.58\|36.41\|36.41\|35.35\|31705;2026-06-22\|36.95\|4.20\|35.20\|36.96\|34.67\|49818;2026-06-23\|36.26\|-1.87\|36.94\|37.50\|35.50\|36056;2026-06-24\|34.40\|-5.13\|36.27\|36.72\|33.69\|35734;2026-06-25\|34.32\|-0.23\|34.90\|35.15\|32.91\|48674;2026-06-26\|34.58\|0.76\|33.97\|35.50\|32.94\|47995;2026-06-29\|34.39\|-0.55\|34.24\|34.99\|33.40\|52623;2026-06-30\|37.82\|9.97\|34.03\|38.30\|33.56\|70894;2026-07-01\|37.01\|-2.14\|37.45\|37.70\|36.37\|48559;2026-07-02\|35.51\|-4.05\|36.50\|37.37\|35.17\|42931;2026-07-03\|37.97\|6.93\|36.66\|39.30\|36.49\|100713;2026-07-06\|36.95\|-2.69\|38.00\|39.97\|36.87\|69007;2026-07-07\|29.66\|-19.73\|36.35\|36.72\|29.56\|128494;2026-07-08\|27.55\|-7.11\|29.59\|30.38\|27.48\|77760;2026-07-09\|29.70\|7.80\|27.34\|29.99\|24.84\|110676
118092		高速铜缆+商业航天+射频同轴电缆行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年6月26日互动易，公司已开发出DAC56G/112G/224G系列高速数据线产品，形成多品种、定制化、特色化的产品系列，满足数据中心及AI算力中心等场景对高速数据传输的需求。 2、据2026年4月29日机构调研，公司产品应用覆盖商用小卫星、卫星通信、雷达系统、导航设备、无人机等商业航天领域，已完成多款新品开发并在多个型号装备中批量应用。 3、据2026年4月21日年报及2026年4月29日机构调研，公司主营射频同轴电缆，产品广泛应用于消费电子、通信基站、汽车通信及高端医疗器械等领域，是国家专精特新“小巨人”企业。	1、公司已开发出传输速率可达224Gbps的高速铜缆，DAC高速数据线持续量产，USB4、Thunderbolt4产品齐全，用于数据中心短距高速互联； 2、公司射频同轴电缆应用范围包括航天、电子等军用领域，可以用于北斗卫星导航卫星基础建设	2026-03-02\|36.85\|-1.99\|37.18\|37.80\|36.60\|55285;2026-03-03\|34.57\|-6.19\|37.00\|37.19\|34.55\|66878;2026-03-04\|34.21\|-1.04\|34.33\|35.04\|34.13\|38691;2026-03-05\|34.74\|1.55\|35.15\|35.50\|34.50\|39664;2026-03-06\|34.60\|-0.40\|34.58\|34.84\|34.20\|32591;2026-03-09\|33.50\|-3.18\|34.15\|34.15\|32.44\|60769;2026-03-10\|34.80\|3.88\|33.98\|34.88\|33.98\|49847;2026-03-11\|34.68\|-0.34\|34.89\|35.54\|34.61\|39034;2026-03-12\|33.75\|-2.68\|34.39\|34.75\|33.50\|40533;2026-03-13\|33.29\|-1.36\|33.55\|33.92\|33.24\|24259;2026-03-16\|33.82\|1.59\|33.25\|34.07\|33.01\|27574;2026-03-17\|34.55\|2.16\|35.84\|38.00\|34.50\|128830;2026-03-18\|33.58\|-2.81\|34.34\|34.81\|32.89\|102658;2026-03-19\|31.86\|-5.12\|32.66\|33.06\|31.78\|64338;2026-03-20\|30.86\|-3.14\|32.51\|32.59\|30.45\|46820;2026-03-23\|29.08\|-5.77\|30.31\|30.49\|28.85\|53158;2026-03-24\|30.10\|3.51\|29.66\|30.10\|29.05\|37419;2026-03-25\|31.31\|4.02\|30.41\|32.18\|30.30\|61083;2026-03-26\|30.19\|-3.58\|30.98\|31.27\|30.13\|40485;2026-03-27\|30.36\|0.56\|29.60\|30.53\|29.40\|24562;2026-03-30\|30.65\|0.96\|29.80\|30.65\|29.70\|23069;2026-03-31\|30.05\|-1.96\|30.40\|30.89\|30.02\|25471;2026-04-01\|30.56\|1.70\|30.62\|30.79\|30.26\|23899;2026-04-02\|30.18\|-1.24\|30.43\|30.90\|29.92\|26175;2026-04-03\|29.98\|-0.66\|30.32\|30.66\|29.98\|24131;2026-04-07\|30.21\|0.77\|30.00\|30.48\|30.00\|19653;2026-04-08\|32.13\|6.36\|30.88\|32.18\|30.74\|58356;2026-04-09\|32.26\|0.40\|31.70\|32.51\|31.51\|44108;2026-04-10\|32.26\|0.00\|32.36\|32.75\|32.21\|37130;2026-04-13\|32.22\|-0.12\|32.04\|32.43\|31.92\|29645;2026-04-14\|32.58\|1.12\|32.69\|32.80\|32.30\|31003;2026-04-15\|32.10\|-1.47\|32.96\|33.01\|32.01\|28160;2026-04-16\|32.96\|2.68\|32.09\|32.97\|32.09\|37321;2026-04-17\|33.16\|0.61\|32.96\|33.38\|32.71\|36708;2026-04-20\|33.55\|1.18\|33.20\|33.87\|33.20\|35589;2026-04-21\|33.42\|-0.39\|33.38\|33.54\|32.90\|30826;2026-04-22\|34.16\|2.21\|33.27\|34.19\|33.26\|41121;2026-04-23\|33.38\|-2.28\|34.05\|34.22\|33.15\|35962;2026-04-24\|32.56\|-2.46\|32.88\|33.15\|32.26\|37716;2026-04-27\|33.27\|2.18\|32.40\|33.58\|32.40\|32383;2026-04-28\|32.46\|-2.43\|33.10\|33.32\|32.16\|28418;2026-04-29\|32.35\|-0.34\|32.19\|32.86\|32.10\|30672;2026-04-30\|32.32\|-0.09\|32.33\|32.60\|32.05\|22421;2026-05-06\|32.96\|1.98\|32.55\|33.48\|32.52\|36625;2026-05-07\|33.61\|1.97\|33.41\|33.72\|33.16\|40101;2026-05-08\|33.81\|0.60\|33.61\|33.90\|33.14\|38925;2026-05-11\|33.81\|0.00\|34.17\|34.34\|33.62\|45887;2026-05-12\|33.63\|-0.53\|34.10\|34.31\|33.52\|48819;2026-05-13\|33.53\|-0.30\|33.47\|33.69\|33.22\|38474;2026-05-14\|32.23\|-3.88\|33.69\|33.69\|32.23\|43440;2026-05-15\|31.62\|-1.89\|32.35\|32.79\|31.36\|44288;2026-05-18\|31.94\|1.01\|31.46\|32.29\|31.08\|36419;2026-05-19\|32.40\|1.44\|31.63\|32.40\|31.39\|39285;2026-05-20\|31.56\|-2.59\|32.15\|32.39\|31.36\|38999;2026-05-21\|29.85\|-5.42\|31.67\|32.14\|29.78\|50528;2026-05-22\|30.90\|3.52\|30.08\|31.18\|29.89\|37376;2026-05-25\|30.75\|-0.49\|31.08\|31.20\|30.31\|31098;2026-05-26\|30.18\|-1.85\|30.80\|30.98\|29.72\|31214;2026-05-27\|29.62\|-1.86\|30.19\|30.68\|29.40\|46570;2026-05-28\|30.02\|1.35\|29.60\|30.14\|28.70\|43464;2026-05-29\|29.41\|-1.37\|30.17\|31.68\|29.35\|64487;2026-06-01\|29.89\|1.63\|29.39\|30.88\|29.18\|58944;2026-06-02\|30.16\|0.90\|29.89\|30.50\|29.31\|46074;2026-06-03\|31.18\|3.38\|31.41\|32.95\|30.68\|137614;2026-06-04\|30.35\|-2.66\|30.08\|31.46\|30.01\|91988;2026-06-05\|31.39\|3.43\|29.99\|32.32\|29.90\|103538;2026-06-08\|28.40\|-9.53\|30.16\|30.29\|28.28\|97721;2026-06-09\|28.46\|0.21\|28.91\|29.18\|28.03\|63301;2026-06-10\|27.23\|-4.32\|28.16\|29.28\|26.73\|61257;2026-06-11\|26.44\|-2.90\|26.56\|27.10\|26.12\|45674;2026-06-12\|26.60\|0.61\|26.92\|27.40\|26.55\|48302;2026-06-15\|28.59\|7.48\|27.00\|28.75\|26.81\|71785;2026-06-16\|29.82\|4.30\|28.57\|30.28\|28.40\|65107;2026-06-17\|29.14\|-2.28\|29.38\|29.81\|29.01\|42118;2026-06-18\|29.22\|0.27\|29.23\|29.59\|28.69\|40274;2026-06-22\|29.16\|-0.21\|29.06\|29.58\|28.17\|43658;2026-06-23\|28.46\|-2.40\|29.01\|29.35\|28.28\|32961;2026-06-24\|28.05\|-1.44\|28.40\|28.87\|27.52\|34267;2026-06-25\|26.92\|-4.03\|28.05\|28.24\|26.86\|43863;2026-06-26\|24.73\|-8.14\|26.89\|26.89\|24.38\|76703;2026-06-29\|23.66\|-4.33\|24.71\|24.90\|23.21\|48949;2026-06-30\|28.39\|19.99\|23.88\|28.39\|23.08\|107869;2026-07-01\|29.73\|4.72\|28.78\|30.47\|28.47\|147962;2026-07-02\|28.25\|-4.98\|29.73\|29.73\|28.16\|78363;2026-07-03\|27.80\|-1.59\|28.71\|29.13\|27.69\|57656;2026-07-06\|26.92\|-3.17\|27.80\|28.04\|26.51\|48757;2026-07-07\|28.05\|4.20\|26.85\|29.33\|26.63\|100625;2026-07-08\|26.80\|-4.46\|27.71\|28.11\|26.47\|66937;2026-07-09\|26.50\|-1.12\|26.75\|27.07\|25.18\|56036
118091	我国核聚变堆超导磁体研发取得重要突破	涨停揭秘：我国核聚变堆超导磁体研发取得重要突破，国力电子作为速调管及氢闸流管核心供应商获市场高度关注；涨停缘由：公司已中标中科院高能物理研究所速调管采购项目，回旋管等加热系统关键部件研发进展顺利；CRAFT及ITER项目持续推进，设备交付周期明确；真空电容器产品在聚变装置中不可替代；资金逻辑：涨停当日主力资金净流入超8000万元，特大单占比超四成，融资余额单日增长逾2000万元，显示产业资本与杠杆资金共振；风险提示：核聚变产业化尚处工程验证阶段，订单规模与节奏存在不确定性；公司营收体量较小，业绩弹性易受单一项目影响	公司在可控核聚变领域主要产品包括氢闸流管、速调管及真空电容器等，正推进回旋管等加热系统核心部件研发，并已中标中科院高能物理研究所速调管采购项目	2026-03-02\|62.80\|-1.71\|63.86\|65.57\|62.70\|21912;2026-03-03\|58.33\|-7.12\|62.20\|63.59\|58.33\|21852;2026-03-04\|58.05\|-0.48\|57.48\|59.11\|57.43\|9707;2026-03-05\|60.10\|3.53\|58.69\|61.23\|58.69\|12797;2026-03-06\|61.32\|2.03\|60.00\|62.30\|59.71\|13158;2026-03-09\|60.88\|-0.72\|60.32\|60.93\|58.80\|14525;2026-03-10\|62.34\|2.40\|61.50\|62.49\|60.60\|11044;2026-03-11\|63.04\|1.12\|62.80\|64.69\|62.80\|17297;2026-03-12\|60.87\|-3.44\|62.60\|63.46\|60.21\|11709;2026-03-13\|60.75\|-0.20\|61.00\|61.97\|60.11\|8699;2026-03-16\|61.67\|1.51\|60.64\|61.92\|59.44\|11045;2026-03-17\|59.75\|-3.11\|61.61\|61.80\|59.66\|7028;2026-03-18\|60.79\|1.74\|59.50\|60.99\|59.40\|8179;2026-03-19\|59.67\|-1.84\|60.20\|60.73\|59.31\|8277;2026-03-20\|59.01\|-1.11\|59.70\|60.15\|59.01\|7997;2026-03-23\|55.04\|-6.73\|58.48\|58.48\|54.50\|20786;2026-03-24\|56.01\|1.76\|56.83\|56.83\|54.15\|15010;2026-03-25\|56.48\|0.84\|56.44\|57.62\|56.10\|11153;2026-03-26\|54.29\|-3.88\|56.10\|56.57\|54.08\|10545;2026-03-27\|53.66\|-1.16\|53.99\|54.61\|53.51\|16862;2026-03-30\|53.08\|-1.08\|53.22\|53.69\|51.82\|16200;2026-03-31\|51.67\|-2.66\|52.79\|53.47\|51.67\|12401;2026-04-01\|53.35\|3.25\|53.98\|53.98\|52.54\|12605;2026-04-02\|52.91\|-0.82\|52.90\|53.55\|52.63\|11848;2026-04-03\|52.35\|-1.06\|52.62\|53.02\|52.12\|8427;2026-04-07\|52.25\|-0.19\|52.30\|52.90\|52.03\|8728;2026-04-08\|55.62\|6.45\|53.00\|55.88\|53.00\|14522;2026-04-09\|55.00\|-1.11\|55.30\|55.82\|54.76\|8815;2026-04-10\|55.90\|1.64\|55.99\|56.78\|55.29\|10646;2026-04-13\|56.20\|0.54\|56.12\|57.41\|55.39\|12232;2026-04-14\|56.25\|0.09\|56.50\|56.99\|55.90\|10797;2026-04-15\|56.28\|0.05\|56.53\|57.38\|56.05\|7915;2026-04-16\|57.26\|1.74\|56.27\|58.13\|56.09\|12264;2026-04-17\|59.32\|3.60\|57.99\|59.56\|57.11\|11799;2026-04-20\|59.24\|-0.13\|59.33\|60.65\|58.85\|13250;2026-04-21\|58.50\|-1.25\|59.18\|59.18\|57.51\|12718;2026-04-22\|58.86\|0.62\|57.71\|59.20\|57.71\|12779;2026-04-23\|58.68\|-0.31\|58.57\|60.16\|57.99\|13019;2026-04-24\|60.12\|2.45\|58.09\|60.55\|58.09\|17725;2026-04-27\|60.80\|1.13\|59.88\|60.98\|59.00\|12571;2026-04-28\|57.12\|-6.05\|56.61\|58.57\|56.60\|30997;2026-04-29\|59.47\|4.11\|56.68\|61.00\|56.60\|22071;2026-04-30\|60.19\|1.21\|58.96\|60.57\|58.96\|15054;2026-05-06\|59.45\|-1.23\|61.01\|61.48\|59.14\|23121;2026-05-07\|59.52\|0.12\|59.69\|60.09\|58.61\|13953;2026-05-08\|59.99\|0.79\|59.62\|60.38\|58.86\|12680;2026-05-11\|64.19\|7.00\|59.99\|65.89\|59.73\|44478;2026-05-12\|62.90\|-2.01\|64.11\|64.11\|62.06\|22356;2026-05-13\|65.86\|4.71\|62.00\|67.00\|62.00\|38050;2026-05-14\|64.03\|-2.78\|65.39\|66.92\|64.02\|20134;2026-05-15\|64.66\|0.98\|64.04\|65.54\|63.22\|22913;2026-05-18\|65.21\|0.85\|64.97\|66.77\|63.37\|21605;2026-05-19\|65.97\|1.17\|65.89\|66.09\|64.44\|16769;2026-05-20\|66.75\|1.18\|66.00\|66.80\|64.87\|18422;2026-05-21\|65.12\|-2.44\|67.50\|70.50\|65.00\|41911;2026-05-22\|67.89\|4.25\|65.15\|69.14\|64.86\|23431;2026-05-25\|66.95\|-1.38\|67.90\|68.50\|66.43\|21224;2026-05-26\|64.86\|-3.12\|67.22\|67.22\|63.50\|26992;2026-05-27\|64.60\|-0.40\|64.34\|65.75\|63.65\|18628;2026-05-28\|68.90\|6.66\|63.81\|69.50\|63.81\|37415;2026-05-29\|63.64\|-7.63\|68.71\|68.89\|63.10\|32699;2026-06-01\|62.05\|-2.50\|63.55\|64.98\|61.14\|24541;2026-06-02\|62.24\|0.31\|61.65\|63.46\|58.80\|26562;2026-06-03\|61.89\|-0.56\|62.23\|64.37\|61.02\|19384;2026-06-04\|61.95\|0.10\|60.91\|64.07\|60.61\|17911;2026-06-05\|62.00\|0.08\|61.95\|63.86\|59.81\|22614;2026-06-08\|57.87\|-6.66\|56.00\|60.65\|56.00\|27859;2026-06-09\|60.70\|4.89\|58.00\|62.00\|57.11\|33946;2026-06-10\|58.90\|-2.97\|60.10\|61.46\|57.40\|19944;2026-06-11\|60.43\|2.60\|58.09\|61.38\|58.06\|26426;2026-06-12\|58.57\|-3.08\|61.51\|61.75\|57.65\|22881;2026-06-15\|62.39\|6.52\|58.32\|62.49\|58.32\|34347;2026-06-16\|62.75\|0.58\|62.40\|63.68\|61.52\|16671;2026-06-17\|64.03\|2.04\|62.35\|64.30\|62.20\|18183;2026-06-18\|64.64\|0.95\|64.03\|66.50\|63.45\|20997;2026-06-22\|64.20\|-0.68\|65.13\|67.10\|63.08\|34207;2026-06-23\|62.49\|-2.66\|64.56\|65.50\|61.67\|26354;2026-06-24\|60.04\|-3.92\|62.00\|63.11\|59.11\|27171;2026-06-25\|58.45\|-2.65\|59.90\|61.15\|57.99\|25846;2026-06-26\|59.66\|2.07\|59.60\|61.61\|57.51\|40547;2026-06-29\|66.88\|12.10\|60.27\|68.10\|60.25\|74274;2026-06-30\|74.41\|11.26\|66.78\|76.60\|66.43\|65625;2026-07-01\|69.62\|-6.44\|73.55\|75.55\|68.71\|58433;2026-07-02\|74.85\|7.51\|68.00\|77.00\|66.08\|69100;2026-07-03\|73.01\|-2.16\|76.01\|77.99\|71.43\|51634;2026-07-06\|85.26\|16.78\|71.51\|87.61\|71.51\|90668;2026-07-07\|88.95\|4.33\|86.71\|93.00\|82.90\|91891;2026-07-08\|87.70\|-1.41\|88.14\|91.00\|85.00\|6824912;2026-07-09\|100.97\|15.13\|93.00\|102.55\|86.11\|11359306
118090	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+高温超导+商业航天行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券日报2026年6月30日报道，我国聚变堆关键超导磁体核心技术实现自主突破，推动行业迈入工程验证关键阶段；据2026年4月30日年报，联创超导已完成“星火一号”超导磁体总体方案设计，有序推进TF、CS技术验证磁体研发工作。 2、据2026年4月30日年报，联创超导已实现高温超导技术在感应加热、磁控硅单晶生长、可控核聚变、电磁弹射四大应用领域的产业化落地，潜在市场规模约2000亿元。 3、据2026年4月30日年报，2025年联创超导切入商业航天电磁弹射领域，完成“大功率低温制冷系统与模型超导磁体研制服务项目”并通过客户验收，完成首单高温超导电磁弹射模组设计制造。	1、公司旗下联创超导是国内唯一能设计制造高磁场（15-20T）大口径高温超导磁体的企业，通过参与 “星火一号” 聚变 - 裂变混合示范堆等项目，为核聚变装置提供高温超导磁体系统和低温制冷系统； 2、公司通过参股子公司联创超导中标资阳商业航天研究院 1960 万元超导磁体项目，持股 30% 合资设立商业航天运营公司，以高温超导核心技术支撑电磁发射场装备研发，参与全球首个超导磁悬浮电磁发射验证平台建设，推动低成本、高频次商业航天发射技术落地	2026-03-02\|64.78\|0.50\|64.40\|65.75\|63.56\|143681;2026-03-03\|59.05\|-8.85\|64.53\|64.84\|58.30\|191654;2026-03-04\|58.83\|-0.37\|57.99\|60.20\|57.99\|100995;2026-03-05\|60.56\|2.94\|60.00\|61.77\|59.57\|105548;2026-03-06\|59.47\|-1.80\|60.04\|60.62\|59.11\|88681;2026-03-09\|58.55\|-1.55\|58.50\|59.15\|56.78\|92971;2026-03-10\|59.68\|1.93\|59.43\|59.88\|58.53\|73766;2026-03-11\|59.20\|-0.80\|59.73\|60.28\|59.02\|75662;2026-03-12\|57.99\|-2.04\|59.00\|59.43\|57.58\|80921;2026-03-13\|57.45\|-0.93\|57.70\|58.68\|57.30\|60655;2026-03-16\|56.70\|-1.31\|57.01\|57.30\|56.15\|70476;2026-03-17\|55.44\|-2.22\|57.06\|57.28\|55.33\|73599;2026-03-18\|55.35\|-0.16\|55.69\|55.87\|54.58\|60908;2026-03-19\|53.77\|-2.85\|54.28\|54.98\|53.56\|65516;2026-03-20\|52.22\|-2.88\|54.25\|54.50\|52.22\|62977;2026-03-23\|48.22\|-7.66\|51.35\|51.75\|47.89\|136786;2026-03-24\|49.97\|3.63\|49.88\|50.00\|48.26\|89882;2026-03-25\|51.12\|2.30\|50.13\|51.41\|50.13\|68074;2026-03-26\|49.98\|-2.23\|51.28\|51.50\|49.80\|54306;2026-03-27\|50.61\|1.26\|49.02\|50.86\|49.02\|51604;2026-03-30\|50.25\|-0.71\|49.70\|50.36\|49.38\|49267;2026-03-31\|49.88\|-0.74\|50.20\|51.01\|49.82\|46747;2026-04-01\|51.13\|2.51\|50.93\|51.15\|49.95\|56720;2026-04-02\|49.66\|-2.88\|50.75\|51.18\|49.40\|59938;2026-04-03\|49.31\|-0.70\|50.00\|50.00\|49.06\|39025;2026-04-07\|49.39\|0.16\|49.20\|49.96\|48.85\|46902;2026-04-08\|51.88\|5.04\|50.50\|52.00\|50.42\|81301;2026-04-09\|51.29\|-1.14\|51.31\|51.68\|51.01\|47321;2026-04-10\|52.09\|1.56\|51.77\|52.98\|51.75\|64188;2026-04-13\|51.55\|-1.04\|51.30\|52.50\|51.26\|47088;2026-04-14\|52.70\|2.23\|52.01\|52.98\|51.91\|71412;2026-04-15\|52.45\|-0.47\|53.19\|53.97\|52.10\|78204;2026-04-16\|52.48\|0.06\|52.63\|52.75\|52.11\|52628;2026-04-17\|53.85\|2.61\|52.60\|54.74\|52.22\|112954;2026-04-20\|54.29\|0.82\|53.86\|54.50\|53.40\|78987;2026-04-21\|53.85\|-0.81\|54.47\|54.81\|53.36\|59848;2026-04-22\|53.96\|0.20\|53.70\|54.06\|53.27\|59007;2026-04-23\|52.83\|-2.09\|53.96\|54.28\|52.34\|78887;2026-04-24\|51.99\|-1.59\|52.50\|53.13\|51.68\|58191;2026-04-27\|53.36\|2.64\|52.08\|53.55\|51.69\|69694;2026-04-28\|51.72\|-3.07\|53.38\|53.39\|51.46\|60400;2026-04-29\|51.50\|-0.43\|51.35\|51.83\|50.51\|73417;2026-04-30\|48.00\|-6.80\|48.11\|50.02\|47.52\|220534;2026-05-06\|45.83\|-4.52\|47.52\|47.52\|45.50\|279148;2026-05-07\|47.53\|3.71\|45.50\|47.90\|44.12\|246102;2026-05-08\|47.99\|0.97\|47.54\|49.47\|46.73\|198769;2026-05-11\|47.51\|-1.00\|48.12\|48.75\|47.41\|138254;2026-05-12\|46.28\|-2.59\|47.51\|47.78\|45.88\|128348;2026-05-13\|46.90\|1.34\|45.90\|47.50\|45.27\|166173;2026-05-14\|44.26\|-5.63\|46.59\|47.20\|44.19\|183299;2026-05-15\|41.75\|-5.67\|44.00\|44.50\|41.23\|231202;2026-05-18\|40.38\|-3.28\|40.77\|42.16\|40.20\|210816;2026-05-19\|42.44\|5.10\|40.30\|42.68\|39.30\|218580;2026-05-20\|40.95\|-3.51\|42.36\|42.39\|40.67\|141423;2026-05-21\|39.23\|-4.20\|41.07\|41.95\|39.08\|140504;2026-05-22\|39.71\|1.22\|39.00\|39.98\|38.87\|122000;2026-05-25\|41.08\|3.45\|39.94\|41.13\|39.21\|156233;2026-05-26\|39.63\|-3.53\|40.68\|40.80\|38.81\|137608;2026-05-27\|38.60\|-2.60\|39.41\|40.28\|38.32\|127156;2026-05-28\|38.52\|-0.21\|38.50\|38.85\|37.76\|129189;2026-05-29\|35.60\|-7.58\|38.52\|39.33\|35.39\|204196;2026-06-01\|35.75\|0.42\|35.62\|36.80\|35.62\|162230;2026-06-02\|34.45\|-3.64\|35.77\|35.98\|33.12\|201764;2026-06-03\|36.90\|7.11\|34.70\|37.90\|34.28\|299369;2026-06-04\|35.91\|-2.68\|36.90\|38.00\|35.54\|271183;2026-06-05\|36.28\|1.03\|36.24\|37.63\|35.93\|241138;2026-06-08\|34.51\|-4.88\|34.87\|36.42\|34.03\|170738;2026-06-09\|34.40\|-0.32\|35.05\|35.05\|33.71\|146122;2026-06-10\|32.86\|-4.48\|33.89\|34.31\|32.32\|184233;2026-06-11\|32.74\|-0.37\|32.86\|33.94\|31.91\|208525;2026-06-12\|32.98\|0.73\|33.18\|33.82\|32.62\|157433;2026-06-15\|34.51\|4.64\|32.99\|34.93\|32.72\|161101;2026-06-16\|35.27\|2.20\|34.43\|35.74\|33.98\|166877;2026-06-17\|34.61\|-1.87\|34.90\|35.50\|34.38\|142442;2026-06-18\|34.45\|-0.46\|34.65\|35.49\|33.96\|126209;2026-06-22\|33.52\|-2.70\|33.80\|35.12\|32.51\|180622;2026-06-23\|32.40\|-3.34\|33.44\|33.80\|32.29\|150224;2026-06-24\|31.90\|-1.54\|32.20\|32.72\|31.43\|168005;2026-06-25\|31.61\|-0.91\|31.69\|32.13\|30.68\|224963;2026-06-26\|29.57\|-6.45\|31.87\|31.87\|29.57\|192771;2026-06-29\|32.53\|10.01\|31.50\|32.53\|31.35\|62284;2026-06-30\|35.78\|9.99\|33.88\|35.78\|31.42\|403843;2026-07-01\|37.05\|3.55\|36.42\|38.25\|35.99\|518327;2026-07-02\|35.80\|-3.37\|35.22\|37.05\|35.22\|357565;2026-07-03\|36.81\|2.82\|35.80\|37.20\|35.41\|342112;2026-07-06\|34.28\|-6.87\|37.11\|37.18\|33.74\|336647;2026-07-07\|33.04\|-3.62\|34.17\|34.58\|32.36\|256099;2026-07-08\|32.12\|-2.78\|33.03\|33.27\|31.55\|191572;2026-07-09\|32.69\|1.77\|32.13\|32.72\|30.97\|182393
118089	分析称MicroLED与CPO架构互补性强	涨停揭秘：公司MicroLED技术布局深化，与CPO架构形成协同效应，同时车载Mini-LED背光模组获比亚迪、蔚来等批量订单，并签订博世8年30亿元长期供货协议；涨停缘由：MicroLED前沿技术储备+车载Mini-LED量产放量+博世长期大单落地+LIPO/OLED专利技术产业化；资金逻辑：主力资金连续净流入，6月30日涨停当日特大单与大单合计净流入超2000万元，板块联动MicroLED概念当日涨3.51%；风险提示：短期涨幅较大，市盈率TTM达102.11倍，存在估值回调压力；MicroLED量产进度及客户导入节奏存在不确定性	公司已布局了行业前沿技术Micro-LED技术，也储备了相关的专利技术	2026-03-02\|18.90\|-3.57\|19.15\|19.38\|18.71\|58008;2026-03-03\|17.87\|-5.45\|18.96\|19.08\|17.87\|55554;2026-03-04\|17.56\|-1.73\|17.70\|17.93\|17.41\|47123;2026-03-05\|19.83\|12.93\|18.00\|20.22\|18.00\|199305;2026-03-06\|18.87\|-4.84\|19.12\|19.32\|18.80\|134264;2026-03-09\|18.60\|-1.43\|18.69\|18.84\|18.22\|69381;2026-03-10\|19.21\|3.28\|18.91\|19.23\|18.87\|61087;2026-03-11\|19.26\|0.26\|19.20\|19.39\|19.08\|64373;2026-03-12\|19.01\|-1.30\|19.10\|19.47\|18.92\|48563;2026-03-13\|19.52\|2.68\|18.77\|20.20\|18.74\|110652;2026-03-16\|19.63\|0.56\|19.48\|19.91\|19.25\|77421;2026-03-17\|18.87\|-3.87\|19.68\|19.80\|18.86\|59259;2026-03-18\|19.35\|2.54\|18.96\|19.35\|18.84\|50894;2026-03-19\|18.81\|-2.79\|19.02\|19.35\|18.67\|52893;2026-03-20\|17.80\|-5.37\|18.82\|19.25\|17.80\|61519;2026-03-23\|16.25\|-8.71\|17.40\|17.45\|15.99\|91249;2026-03-24\|16.76\|3.14\|16.66\|16.85\|16.10\|46540;2026-03-25\|16.82\|0.36\|16.80\|17.25\|16.69\|44657;2026-03-26\|16.20\|-3.69\|16.81\|16.87\|16.08\|46652;2026-03-27\|16.27\|0.43\|15.98\|16.45\|15.87\|30425;2026-03-30\|16.30\|0.18\|16.07\|16.31\|15.74\|34259;2026-03-31\|16.04\|-1.60\|16.30\|16.37\|15.93\|30812;2026-04-01\|16.35\|1.93\|16.30\|16.45\|16.08\|35058;2026-04-02\|15.76\|-3.61\|16.34\|16.40\|15.69\|39409;2026-04-03\|15.85\|0.57\|15.77\|16.16\|15.56\|40646;2026-04-07\|16.05\|1.26\|15.85\|16.25\|15.80\|31712;2026-04-08\|16.99\|5.86\|16.39\|17.12\|16.27\|50538;2026-04-09\|17.06\|0.41\|16.82\|17.43\|16.81\|48684;2026-04-10\|17.71\|3.81\|17.32\|18.07\|17.18\|67652;2026-04-13\|17.64\|-0.40\|17.54\|17.82\|17.31\|42194;2026-04-14\|18.03\|2.21\|17.70\|18.16\|17.59\|57795;2026-04-15\|19.76\|9.60\|18.34\|20.07\|18.04\|203932;2026-04-16\|19.50\|-1.32\|19.75\|20.22\|19.45\|142371;2026-04-17\|19.38\|-0.62\|19.40\|19.86\|19.21\|72270;2026-04-20\|19.33\|-0.26\|19.57\|19.57\|19.07\|60427;2026-04-21\|19.41\|0.41\|19.20\|19.63\|19.01\|50232;2026-04-22\|19.20\|-1.08\|19.35\|19.66\|19.15\|46465;2026-04-23\|18.90\|-1.56\|18.60\|19.58\|18.51\|99905;2026-04-24\|18.75\|-0.79\|18.81\|18.98\|18.62\|53627;2026-04-27\|19.09\|1.81\|18.85\|19.19\|18.66\|44504;2026-04-28\|18.63\|-2.41\|18.98\|19.09\|18.46\|39056;2026-04-29\|19.01\|2.04\|18.62\|19.62\|18.55\|49458;2026-04-30\|19.38\|1.95\|19.02\|19.58\|18.96\|51555;2026-05-06\|19.86\|2.48\|19.75\|20.22\|19.36\|73335;2026-05-07\|20.02\|0.81\|19.88\|20.22\|19.72\|45732;2026-05-08\|20.25\|1.15\|20.10\|20.41\|19.58\|61984;2026-05-11\|20.62\|1.83\|20.36\|20.95\|20.30\|56409;2026-05-12\|20.13\|-2.38\|20.63\|20.69\|19.98\|45375;2026-05-13\|20.32\|0.94\|20.07\|20.58\|19.94\|47694;2026-05-14\|20.00\|-1.57\|20.38\|20.47\|19.99\|44866;2026-05-15\|19.60\|-2.00\|20.35\|20.35\|19.31\|53136;2026-05-18\|19.90\|1.53\|19.54\|20.07\|19.30\|44198;2026-05-19\|20.14\|1.21\|19.83\|20.27\|19.58\|42641;2026-05-20\|19.79\|-1.74\|20.19\|20.21\|19.59\|38105;2026-05-21\|18.96\|-4.19\|20.38\|20.76\|18.90\|88379;2026-05-22\|19.72\|4.01\|19.48\|19.99\|19.10\|67786;2026-05-25\|20.49\|3.90\|19.72\|20.65\|19.56\|90660;2026-05-26\|20.51\|0.10\|20.32\|20.80\|20.17\|90883;2026-05-27\|21.12\|2.97\|20.77\|21.58\|20.40\|165264;2026-05-28\|20.70\|-1.99\|21.09\|21.25\|20.20\|144927;2026-05-29\|19.10\|-7.73\|20.50\|20.60\|18.98\|129545;2026-06-01\|14.50\|6.85\|13.78\|14.69\|13.55\|189051;2026-06-02\|15.06\|3.86\|14.34\|15.48\|14.15\|356464;2026-06-03\|14.70\|-2.39\|15.17\|15.50\|14.45\|268661;2026-06-04\|14.27\|-2.93\|14.38\|15.07\|14.15\|179527;2026-06-05\|15.38\|7.78\|13.95\|15.64\|13.53\|323403;2026-06-08\|14.85\|-3.45\|14.87\|15.77\|14.55\|291669;2026-06-09\|14.77\|-0.54\|15.36\|15.60\|14.27\|225645;2026-06-10\|14.23\|-3.66\|14.66\|14.87\|13.86\|174161;2026-06-11\|13.20\|-7.24\|13.83\|14.44\|12.69\|231233;2026-06-12\|12.72\|-3.64\|13.53\|13.75\|12.61\|192149;2026-06-15\|13.28\|4.40\|12.82\|13.46\|12.82\|183071;2026-06-16\|13.81\|3.99\|13.21\|14.04\|12.80\|169911;2026-06-17\|14.36\|3.98\|13.68\|14.63\|13.60\|152804;2026-06-18\|14.50\|0.97\|14.24\|14.79\|13.80\|159304;2026-06-22\|14.02\|-3.31\|14.43\|14.77\|13.60\|153600;2026-06-23\|14.10\|0.57\|13.80\|14.50\|13.63\|154257;2026-06-24\|14.03\|-0.50\|13.96\|14.18\|13.65\|107142;2026-06-25\|13.50\|-3.78\|14.00\|14.30\|13.43\|127018;2026-06-26\|13.13\|-2.74\|13.37\|14.00\|13.00\|128807;2026-06-29\|12.07\|-8.07\|13.14\|13.27\|11.71\|148176;2026-06-30\|13.47\|11.60\|12.03\|14.33\|12.03\|261555;2026-07-01\|14.80\|9.87\|13.39\|15.13\|12.95\|340747;2026-07-02\|14.61\|-1.28\|14.54\|15.10\|14.32\|225757;2026-07-03\|14.40\|-1.44\|14.66\|14.93\|14.36\|137082;2026-07-06\|13.35\|-7.29\|14.41\|14.49\|13.31\|134734;2026-07-07\|12.73\|-4.64\|13.27\|13.27\|12.41\|128224;2026-07-08\|11.89\|-6.60\|12.73\|12.86\|11.80\|126016;2026-07-09\|12.30\|3.45\|11.99\|12.43\|11.66\|132153
118088	分析称MicroLED与CPO架构互补性强	涨停揭秘：参股视涯科技为Apple Vision Pro调试Micro OLED产线，直接受益苹果MR生态加速落地；公司光学膜产品已导入多款高端显示设备；涨停缘由：视涯科技系国内Micro OLED核心平台，承担Vision Pro国产化关键环节；苹果WWDC 2026强化空间计算叙事，MR硬件链关注度升温；公司量子点增亮膜、扩散膜等适配高PPI Micro OLED需求；资金逻辑：资金聚焦AI硬件与空间计算主线，6月12日前后消费电子板块整体放量，激智科技作为稀缺Micro OLED材料端标的获游资快速抢筹；风险提示：视涯科技尚未盈利，参股比例及技术转化进度未披露，Vision Pro销量爬坡节奏存在不确定性，公司主业仍以LCD光学膜为主	参股公司视涯科技为Apple Vision Pro调试Micro OLED产线	2026-03-02\|20.13\|-2.94\|20.38\|20.59\|20.03\|91324;2026-03-03\|19.31\|-4.07\|20.19\|20.52\|19.25\|105157;2026-03-04\|19.07\|-1.24\|19.15\|19.42\|18.91\|75449;2026-03-05\|20.54\|7.71\|19.36\|20.98\|19.36\|207552;2026-03-06\|20.18\|-1.75\|20.41\|20.45\|20.07\|94454;2026-03-09\|19.96\|-1.09\|19.92\|20.07\|19.34\|101781;2026-03-10\|20.55\|2.96\|20.17\|20.81\|20.17\|98814;2026-03-11\|20.67\|0.58\|20.55\|20.78\|20.50\|82302;2026-03-12\|20.54\|-0.63\|20.65\|20.87\|20.38\|70854;2026-03-13\|20.56\|0.10\|20.38\|20.91\|20.33\|91681;2026-03-16\|20.26\|-1.46\|20.50\|20.50\|20.01\|71267;2026-03-17\|19.58\|-3.36\|20.38\|20.39\|19.53\|85476;2026-03-18\|20.02\|2.25\|19.60\|20.03\|19.36\|60573;2026-03-19\|19.57\|-2.25\|19.74\|19.92\|19.46\|56970;2026-03-20\|19.16\|-2.10\|19.57\|19.93\|19.15\|72096;2026-03-23\|17.62\|-8.04\|18.87\|18.88\|17.40\|123453;2026-03-24\|18.08\|2.61\|17.96\|18.11\|17.45\|69017;2026-03-25\|18.29\|1.16\|18.17\|18.49\|18.17\|58367;2026-03-26\|17.77\|-2.84\|18.28\|18.35\|17.65\|56677;2026-03-27\|17.85\|0.45\|17.52\|17.94\|17.48\|54558;2026-03-30\|17.70\|-0.84\|17.50\|17.74\|17.30\|50203;2026-03-31\|17.30\|-2.26\|17.70\|17.76\|17.25\|58094;2026-04-01\|17.95\|3.76\|17.63\|17.95\|17.63\|51906;2026-04-02\|17.66\|-1.62\|17.95\|17.98\|17.46\|40808;2026-04-03\|17.41\|-1.42\|17.75\|17.75\|17.39\|27940;2026-04-07\|17.51\|0.57\|17.45\|17.59\|17.33\|31502;2026-04-08\|18.33\|4.68\|18.05\|18.34\|17.86\|58803;2026-04-09\|18.32\|-0.05\|18.15\|18.43\|18.08\|39725;2026-04-10\|18.41\|0.49\|18.38\|18.66\|18.38\|33822;2026-04-13\|18.29\|-0.65\|18.34\|18.50\|18.23\|32985;2026-04-14\|18.51\|1.20\|18.43\|18.53\|18.28\|39016;2026-04-15\|18.35\|-0.86\|18.56\|18.66\|18.32\|41256;2026-04-16\|18.77\|2.29\|18.43\|18.91\|18.30\|60888;2026-04-17\|18.88\|0.59\|18.69\|19.14\|18.69\|46376;2026-04-20\|18.79\|-0.48\|18.90\|18.98\|18.73\|38177;2026-04-21\|18.75\|-0.21\|18.66\|18.84\|18.50\|34351;2026-04-22\|18.98\|1.23\|18.61\|19.03\|18.61\|37579;2026-04-23\|18.63\|-1.84\|18.95\|19.00\|18.53\|37673;2026-04-24\|18.40\|-1.23\|18.63\|18.69\|18.30\|39675;2026-04-27\|18.97\|3.10\|18.40\|19.15\|18.36\|69166;2026-04-28\|18.53\|-2.32\|19.01\|19.09\|18.44\|54640;2026-04-29\|18.94\|2.21\|18.53\|19.16\|18.45\|68837;2026-04-30\|19.05\|0.58\|18.98\|19.18\|18.91\|65017;2026-05-06\|19.91\|4.51\|19.29\|20.14\|19.29\|115119;2026-05-07\|19.92\|0.05\|19.89\|20.02\|19.73\|69276;2026-05-08\|20.49\|2.86\|19.90\|20.73\|19.74\|119493;2026-05-11\|20.67\|0.88\|20.51\|20.75\|20.26\|103695;2026-05-12\|20.34\|-1.60\|20.54\|20.67\|20.23\|66147;2026-05-13\|20.43\|0.44\|20.33\|20.53\|20.15\|54167;2026-05-14\|20.33\|-0.49\|20.50\|20.68\|20.28\|74636;2026-05-15\|20.13\|-0.98\|20.30\|20.46\|19.90\|70642;2026-05-18\|19.89\|-1.19\|20.00\|20.11\|19.61\|58452;2026-05-19\|20.20\|1.56\|19.97\|20.26\|19.66\|66161;2026-05-20\|21.72\|7.52\|20.11\|22.55\|19.98\|295976;2026-05-21\|21.91\|0.87\|21.73\|23.72\|21.73\|366049;2026-05-22\|23.09\|5.39\|21.99\|23.20\|21.20\|366173;2026-05-25\|23.34\|1.08\|23.60\|23.98\|22.72\|348631;2026-05-26\|22.90\|-1.89\|23.01\|23.25\|22.50\|220569;2026-05-27\|22.37\|-2.31\|22.74\|23.32\|22.20\|201156;2026-05-28\|25.09\|12.16\|22.16\|25.69\|22.08\|472604;2026-05-29\|23.51\|-6.30\|25.08\|25.50\|23.28\|340055;2026-06-01\|23.00\|-2.17\|23.82\|24.07\|22.87\|202090;2026-06-02\|24.68\|7.30\|22.82\|25.50\|22.57\|351636;2026-06-03\|25.19\|2.07\|24.42\|25.87\|24.42\|293351;2026-06-04\|26.96\|7.03\|24.69\|27.32\|24.55\|368819;2026-06-05\|26.96\|0.00\|26.50\|27.99\|26.00\|317470;2026-06-08\|25.95\|-3.75\|25.68\|26.86\|25.41\|216763;2026-06-09\|26.63\|2.62\|26.25\|27.09\|25.21\|266094;2026-06-10\|27.00\|1.39\|26.11\|27.55\|25.69\|291863;2026-06-11\|29.00\|8.21\|25.98\|29.74\|25.98\|379005;2026-06-12\|32.26\|11.24\|30.00\|33.37\|28.81\|482537;2026-06-15\|35.19\|9.08\|34.18\|36.16\|32.77\|433032;2026-06-16\|34.25\|-2.67\|33.88\|35.40\|32.80\|444728;2026-06-17\|35.10\|2.48\|32.57\|35.79\|32.42\|409545;2026-06-18\|34.41\|-1.97\|34.23\|34.76\|33.08\|363483;2026-06-22\|33.39\|-2.96\|35.94\|35.95\|32.19\|340345;2026-06-23\|31.34\|-6.14\|32.55\|33.85\|31.20\|253740;2026-06-24\|31.20\|-0.45\|31.03\|32.56\|30.10\|264429;2026-06-25\|30.55\|-2.08\|30.89\|31.63\|30.10\|250087;2026-06-26\|31.78\|4.03\|30.39\|33.78\|30.10\|376884;2026-06-29\|32.86\|3.40\|31.78\|33.49\|29.68\|406604;2026-06-30\|36.95\|12.45\|32.98\|37.17\|32.78\|446345;2026-07-01\|42.24\|14.32\|36.59\|43.38\|36.21\|483494;2026-07-02\|38.99\|-7.69\|40.56\|41.50\|38.69\|316482;2026-07-03\|37.08\|-4.90\|39.40\|39.58\|36.66\|231785;2026-07-06\|37.86\|2.10\|37.82\|38.98\|35.98\|268818;2026-07-07\|35.10\|-7.29\|37.00\|37.99\|34.73\|201417;2026-07-08\|32.11\|-8.52\|35.48\|35.55\|31.91\|212853;2026-07-09\|33.90\|5.57\|33.10\|34.19\|31.20\|188917
118087	分析称MicroLED与CPO架构互补性强	AI视讯+XR拍摄+LED电影屏行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年4月27日投资者关系活动记录表，公司围绕“AI+视讯”战略，深耕影视、广告、金融及通讯、数字内容等优势市场，并加大虚拟直播及新零售等新业务开拓力度。 2、据2026年4月27日投资者关系活动记录表，公司针对影视制作、广告拍摄及短视频直播市场，构建了完整的XR/VP一站式解决方案，截至报告期末已在全球累计承接124个XR/VP虚拟影棚项目，服务于英伟达、腾讯、微软等世界500强企业。 3、据2026年4月27日投资者关系活动记录表，公司作为最早研究LED电影屏的企业之一，已累计签订LED电影屏订单192块，市占率位于行业前列，参与的LED电影屏成为全球首个获得DCI最新CTP1.4.2认证的产品。	公司拥有Micro LED、Mini LED多合一核心技术以及自主研发的LED显示控制系统，公司全球首发的P0.3 Micro LED直显屏，可应用于会议、商业、广告、教育、家庭影院等多个领域；公司“巨量转移技术实现超高分辨率Micro LED显示关键技术研发项目”已通过验收结项	2026-03-02\|6.86\|-4.19\|7.05\|7.14\|6.83\|229877;2026-03-03\|6.38\|-7.00\|6.87\|6.92\|6.37\|277150;2026-03-04\|6.37\|-0.16\|6.33\|6.46\|6.31\|187457;2026-03-05\|7.01\|10.05\|6.54\|7.01\|6.53\|358195;2026-03-06\|6.93\|-1.14\|6.91\|6.94\|6.72\|604471;2026-03-09\|6.87\|-0.87\|6.82\|6.91\|6.68\|273844;2026-03-10\|7.13\|3.78\|6.95\|7.14\|6.94\|314557;2026-03-11\|7.16\|0.42\|7.13\|7.26\|7.10\|329619;2026-03-12\|7.19\|0.42\|7.15\|7.37\|7.10\|297163;2026-03-13\|7.16\|-0.42\|7.18\|7.33\|7.12\|277148;2026-03-16\|7.20\|0.56\|7.16\|7.22\|7.10\|219383;2026-03-17\|6.94\|-3.61\|7.19\|7.21\|6.91\|208132;2026-03-18\|7.28\|4.90\|6.99\|7.29\|6.98\|335673;2026-03-19\|7.14\|-1.92\|7.16\|7.26\|7.09\|230668;2026-03-20\|6.93\|-2.94\|7.19\|7.26\|6.91\|231098;2026-03-23\|6.45\|-6.93\|6.81\|6.83\|6.36\|326114;2026-03-24\|6.72\|4.19\|6.62\|6.74\|6.38\|283991;2026-03-25\|6.91\|2.83\|6.78\|6.94\|6.76\|224614;2026-03-26\|6.70\|-3.04\|6.91\|7.05\|6.66\|203044;2026-03-27\|6.87\|2.54\|6.66\|7.06\|6.61\|322208;2026-03-30\|6.97\|1.46\|6.79\|7.00\|6.68\|276387;2026-03-31\|6.85\|-1.72\|6.96\|7.08\|6.82\|215223;2026-04-01\|6.87\|0.29\|6.99\|7.07\|6.80\|224215;2026-04-02\|6.52\|-5.09\|6.87\|6.91\|6.42\|305047;2026-04-03\|6.16\|-5.52\|6.63\|6.73\|6.12\|349221;2026-04-07\|6.45\|4.71\|6.26\|6.49\|6.21\|348279;2026-04-08\|6.72\|4.19\|6.57\|6.73\|6.54\|248886;2026-04-09\|6.63\|-1.34\|6.64\|6.70\|6.58\|209769;2026-04-10\|6.61\|-0.30\|6.69\|6.73\|6.61\|150036;2026-04-13\|6.57\|-0.61\|6.57\|6.64\|6.48\|159459;2026-04-14\|6.50\|-1.07\|6.63\|6.68\|6.39\|164600;2026-04-15\|6.45\|-0.77\|6.55\|6.59\|6.43\|136712;2026-04-16\|6.56\|1.71\|6.45\|6.57\|6.37\|149840;2026-04-17\|6.54\|-0.30\|6.51\|6.59\|6.45\|137389;2026-04-20\|6.59\|0.76\|6.54\|6.64\|6.50\|135743;2026-04-21\|6.47\|-1.82\|6.55\|6.56\|6.35\|148729;2026-04-22\|6.49\|0.31\|6.43\|6.50\|6.37\|113376;2026-04-23\|6.28\|-3.24\|6.53\|6.53\|6.25\|174197;2026-04-24\|6.24\|-0.64\|6.27\|6.31\|6.17\|150922;2026-04-27\|6.64\|6.41\|6.50\|6.86\|6.48\|613990;2026-04-28\|6.70\|0.90\|6.77\|7.08\|6.68\|444092;2026-04-29\|6.81\|1.64\|6.62\|6.86\|6.52\|283114;2026-04-30\|7.00\|2.79\|6.79\|7.06\|6.79\|301522;2026-05-06\|7.06\|0.86\|7.07\|7.12\|6.99\|303096;2026-05-07\|7.16\|1.42\|7.06\|7.19\|7.05\|233913;2026-05-08\|7.27\|1.54\|7.14\|7.29\|7.09\|217733;2026-05-11\|7.29\|0.28\|7.33\|7.42\|7.26\|235522;2026-05-12\|7.22\|-0.96\|7.24\|7.34\|7.16\|223506;2026-05-13\|7.26\|0.55\|7.18\|7.31\|7.16\|162250;2026-05-14\|7.14\|-1.65\|7.26\|7.31\|7.13\|147775;2026-05-15\|7.07\|-0.98\|7.14\|7.20\|7.01\|179328;2026-05-18\|7.00\|-0.99\|7.07\|7.12\|6.88\|213637;2026-05-19\|7.07\|1.00\|7.01\|7.08\|6.90\|139902;2026-05-20\|6.95\|-1.70\|7.06\|7.06\|6.88\|136317;2026-05-21\|6.77\|-2.59\|7.05\|7.29\|6.75\|248327;2026-05-22\|7.00\|3.40\|6.80\|7.06\|6.68\|208748;2026-05-25\|6.99\|-0.14\|7.03\|7.09\|6.88\|173725;2026-05-26\|7.17\|2.58\|6.99\|7.20\|6.90\|296162;2026-05-27\|7.04\|-1.12\|7.12\|7.28\|6.98\|310681;2026-05-28\|7.23\|2.70\|6.99\|7.24\|6.93\|355754;2026-05-29\|6.74\|-6.78\|7.25\|7.26\|6.66\|425096;2026-06-01\|6.86\|1.78\|6.62\|6.94\|6.56\|285387;2026-06-02\|6.74\|-1.75\|6.84\|6.92\|6.70\|192126;2026-06-03\|6.69\|-0.74\|6.71\|6.94\|6.60\|207240;2026-06-04\|6.76\|1.05\|6.60\|6.82\|6.58\|188954;2026-06-05\|7.05\|4.29\|6.75\|7.13\|6.67\|340044;2026-06-08\|6.81\|-3.40\|6.92\|7.12\|6.67\|326340;2026-06-09\|7.13\|4.70\|6.81\|7.30\|6.73\|410516;2026-06-10\|6.97\|-2.24\|7.05\|7.19\|6.92\|324548;2026-06-11\|6.84\|-1.87\|6.84\|6.89\|6.33\|444874;2026-06-12\|6.58\|-3.80\|7.01\|7.09\|6.51\|365038;2026-06-15\|6.79\|3.19\|6.64\|6.81\|6.59\|315932;2026-06-16\|6.99\|2.95\|6.78\|7.04\|6.59\|355623;2026-06-17\|6.91\|-1.14\|6.96\|7.05\|6.87\|233818;2026-06-18\|7.11\|2.89\|6.87\|7.15\|6.75\|359810;2026-06-22\|6.99\|-1.69\|7.10\|7.16\|6.66\|394235;2026-06-23\|7.15\|2.29\|6.88\|7.42\|6.84\|528323;2026-06-24\|7.20\|0.70\|7.11\|7.24\|6.88\|433452;2026-06-25\|6.92\|-3.89\|7.16\|7.17\|6.84\|425620;2026-06-26\|7.33\|5.92\|6.86\|7.47\|6.66\|830542;2026-06-29\|7.10\|-3.14\|7.27\|7.45\|6.92\|704853;2026-06-30\|7.81\|10.00\|7.06\|7.81\|7.06\|616260;2026-07-01\|7.53\|-3.59\|7.76\|7.88\|7.43\|1225398;2026-07-02\|7.19\|-4.52\|7.41\|7.44\|7.11\|891331;2026-07-03\|6.77\|-5.84\|7.11\|7.16\|6.67\|823134;2026-07-06\|6.36\|-6.06\|6.71\|6.72\|6.34\|518745;2026-07-07\|6.48\|1.89\|6.30\|6.48\|6.20\|330370;2026-07-08\|6.01\|-7.25\|6.48\|6.49\|6.00\|391003;2026-07-09\|5.90\|-1.83\|5.90\|6.04\|5.66\|423603
118086	央视财经：AI智能体市场或迎爆发式增长	AI智能体+工业物联网+机器人行业原因： 1、1月8日、1月9日，国产大模型企业智谱与MiniMax陆续正式在港交所主板挂牌上市，1月12日盘中市值均突破千亿港元。 2、据上证报，机构分析指出，以GEO和AI漫剧为代表的新应用形态，正在广告营销和内容生产两大领域催生全新的商业模式与市场空间。公司原因： 1、据2025年12月30日互动易，公司推出AI运维助手，实现“对话即运维”的AI智能体功能。 2、据2025年8月22日半年报，公司主营工业物联网通信及“云+端”整体解决方案，产品覆盖工业路由器、AI边缘计算机、车载网关等，客户含国家电网、通用电气等。 3、据2025年10月20日互动易，公司2022年参股攀雀智能研发建筑内装机器人，2024年启动电网AI运检专家项目，工业机器人远程联网方案已在国内外知名机器人制造商落地。	公司在InHand AI边缘计算机上体验DeepSeek R1蒸馏模型	2026-03-02\|60.70\|1.17\|59.00\|61.55\|58.88\|35274;2026-03-03\|55.86\|-7.97\|60.42\|60.59\|55.60\|32851;2026-03-04\|55.82\|-0.07\|55.40\|56.70\|55.00\|15269;2026-03-05\|57.84\|3.62\|57.88\|59.20\|57.15\|24374;2026-03-06\|58.20\|0.62\|57.50\|58.64\|57.11\|12477;2026-03-09\|61.03\|4.86\|57.12\|61.86\|55.45\|40313;2026-03-10\|62.60\|2.57\|62.23\|63.16\|60.50\|43925;2026-03-11\|61.65\|-1.52\|62.40\|63.80\|61.45\|38423;2026-03-12\|59.47\|-3.54\|61.06\|61.55\|58.95\|24472;2026-03-13\|57.29\|-3.67\|58.92\|58.99\|57.12\|20383;2026-03-16\|56.99\|-0.52\|57.00\|57.25\|55.70\|15648;2026-03-17\|54.49\|-4.39\|57.58\|57.81\|54.38\|21161;2026-03-18\|56.14\|3.03\|54.94\|56.25\|54.40\|13864;2026-03-19\|54.50\|-2.92\|55.02\|55.65\|54.20\|11747;2026-03-20\|53.23\|-2.33\|54.87\|55.83\|53.12\|13011;2026-03-23\|49.50\|-7.01\|52.33\|52.37\|49.18\|22393;2026-03-24\|50.96\|2.95\|50.46\|51.10\|49.36\|13917;2026-03-25\|52.83\|3.67\|51.51\|53.33\|51.42\|16537;2026-03-26\|51.60\|-2.33\|52.49\|53.00\|51.21\|10583;2026-03-27\|51.80\|0.39\|50.90\|52.30\|50.62\|8201;2026-03-30\|51.55\|-0.48\|50.89\|51.78\|50.22\|12209;2026-03-31\|50.69\|-1.67\|51.60\|52.20\|50.61\|8258;2026-04-01\|52.10\|2.78\|52.18\|52.28\|51.52\|10916;2026-04-02\|51.08\|-1.96\|51.99\|52.10\|50.68\|8892;2026-04-03\|50.42\|-1.29\|51.33\|51.87\|50.10\|10094;2026-04-07\|50.79\|0.73\|50.13\|51.73\|50.13\|10925;2026-04-08\|54.31\|6.93\|52.30\|54.48\|52.18\|19991;2026-04-09\|53.45\|-1.58\|53.98\|54.34\|53.03\|11551;2026-04-10\|53.73\|0.52\|53.95\|54.66\|53.63\|11010;2026-04-13\|53.67\|-0.11\|53.50\|54.20\|53.08\|8813;2026-04-14\|55.05\|2.57\|54.76\|55.80\|54.25\|18883;2026-04-15\|55.18\|0.24\|55.24\|56.56\|55.00\|17566;2026-04-16\|56.93\|3.17\|55.63\|56.99\|55.00\|15138;2026-04-17\|57.68\|1.32\|57.00\|57.95\|56.33\|14734;2026-04-20\|57.77\|0.16\|57.68\|58.49\|56.97\|15699;2026-04-21\|56.93\|-1.45\|57.36\|57.60\|56.09\|15845;2026-04-22\|48.92\|-14.07\|49.99\|50.00\|47.20\|83765;2026-04-23\|45.92\|-6.13\|48.10\|48.38\|45.53\|54843;2026-04-24\|45.90\|-0.04\|45.23\|46.09\|44.89\|23583;2026-04-27\|45.77\|-0.28\|45.52\|45.91\|44.70\|20758;2026-04-28\|44.85\|-2.01\|45.69\|45.89\|44.46\|21446;2026-04-29\|45.15\|0.67\|44.84\|45.32\|44.52\|12285;2026-04-30\|44.77\|-0.84\|45.08\|45.22\|44.58\|14849;2026-05-06\|45.14\|0.83\|45.01\|45.75\|44.98\|20386;2026-05-07\|45.73\|1.31\|45.59\|45.75\|45.00\|17021;2026-05-08\|45.98\|0.55\|45.60\|46.17\|45.57\|17029;2026-05-11\|46.36\|0.83\|46.30\|46.80\|45.99\|22413;2026-05-12\|45.50\|-1.85\|46.67\|46.68\|45.30\|16523;2026-05-13\|45.91\|0.90\|45.50\|46.27\|45.19\|16330;2026-05-14\|45.33\|-1.26\|46.08\|46.20\|44.96\|18936;2026-05-15\|45.05\|-0.62\|45.33\|45.87\|44.55\|19441;2026-05-18\|46.15\|2.44\|44.71\|46.53\|44.46\|23758;2026-05-19\|48.00\|4.01\|46.79\|48.90\|46.51\|41953;2026-05-20\|47.41\|-1.23\|48.30\|49.66\|47.00\|28642;2026-05-21\|45.13\|-4.81\|47.55\|48.17\|45.12\|29121;2026-05-22\|46.83\|3.77\|45.50\|46.99\|45.02\|17865;2026-05-25\|46.96\|0.28\|47.50\|47.60\|46.46\|18046;2026-05-26\|46.25\|-1.51\|47.00\|47.36\|45.30\|17991;2026-05-27\|43.80\|-5.30\|46.11\|46.23\|43.54\|26310;2026-05-28\|43.68\|-0.27\|43.69\|44.06\|42.28\|19727;2026-05-29\|41.41\|-5.20\|44.00\|44.08\|41.00\|20282;2026-06-01\|42.15\|1.79\|41.00\|42.66\|41.00\|13311;2026-06-02\|41.40\|-1.78\|42.14\|42.28\|40.80\|11321;2026-06-03\|40.60\|-1.93\|41.40\|42.08\|40.34\|13527;2026-06-04\|39.94\|-1.63\|40.50\|40.85\|39.55\|14883;2026-06-05\|40.80\|2.15\|40.28\|41.87\|39.71\|16949;2026-06-08\|41.50\|1.72\|40.00\|43.58\|39.81\|26960;2026-06-09\|43.40\|4.58\|42.02\|43.65\|41.60\|25959;2026-06-10\|41.90\|-3.46\|42.94\|44.50\|41.66\|24048;2026-06-11\|40.41\|-3.56\|41.18\|41.55\|39.75\|19487;2026-06-12\|40.68\|0.67\|41.00\|42.18\|40.20\|18557;2026-06-15\|41.65\|2.66\|41.11\|41.83\|40.80\|12079;2026-06-16\|42.50\|2.04\|41.41\|42.82\|41.10\|13875;2026-06-17\|41.77\|-1.72\|42.49\|42.49\|41.14\|13725;2026-06-18\|41.90\|0.31\|41.28\|42.21\|41.00\|11925;2026-06-22\|41.16\|-1.77\|42.02\|42.39\|39.83\|16342;2026-06-23\|41.32\|0.39\|40.80\|42.20\|40.55\|12186;2026-06-24\|40.25\|-2.59\|41.34\|41.38\|39.50\|14365;2026-06-25\|39.39\|-2.14\|40.40\|41.00\|39.10\|14626;2026-06-26\|37.98\|-3.58\|39.00\|39.29\|37.89\|13515;2026-06-29\|37.68\|-0.79\|38.31\|38.31\|36.59\|14311;2026-06-30\|43.25\|14.78\|37.68\|44.85\|37.41\|43777;2026-07-01\|43.70\|1.04\|44.46\|45.75\|43.61\|47039;2026-07-02\|41.32\|-5.45\|43.41\|44.20\|41.10\|28464;2026-07-03\|40.68\|-1.55\|41.10\|41.70\|40.50\|21010;2026-07-06\|39.86\|-2.02\|40.53\|41.00\|38.93\|18910;2026-07-07\|38.11\|-4.39\|39.53\|39.84\|38.02\|16152;2026-07-08\|38.14\|0.08\|38.06\|39.09\|37.35\|1877538;2026-07-09\|37.59\|-1.44\|37.60\|38.15\|36.07\|1839228
118085	央视财经：AI智能体市场或迎爆发式增长	涨停揭秘：体育赛事催化智慧体育教育主题，收购迹动体育强化场景落地；涨停缘由：美加墨世界杯将于6月11日开赛，赛事热度提前升温；公司已完成迹动体育51%股权收购，切入AI驱动的青少年体育训练与测评系统，具备赛事营销与校园渗透双重想象空间；资金逻辑：资金提前布局赛事驱动型题材，该股6月1日主力资金净流入强度居传媒教育板块首位，买盘集中于早盘30分钟内快速聚集；风险提示：世界杯营销周期较短，业绩贡献有限；迹动体育尚处整合初期，协同效应有待观察	1、公司AI研究院自主研发的“鸿合教学大模型”已通过国家网信办备案，并推出搭载15T算力平台的新一代AI智慧屏、AI课堂分析平台等产品，实现AI对教育全场景深度赋能； 2、公司已完成对迹动体育51%股权收购，布局“AI+体育”智慧体育教育	2026-03-02\|26.55\|-3.35\|27.18\|27.18\|26.34\|32437;2026-03-03\|25.65\|-3.39\|26.66\|26.80\|25.58\|28151;2026-03-04\|25.38\|-1.05\|25.40\|25.69\|25.16\|21181;2026-03-05\|26.26\|3.47\|25.73\|26.35\|25.62\|23407;2026-03-06\|25.98\|-1.07\|26.23\|26.25\|25.84\|16544;2026-03-09\|25.86\|-0.46\|25.78\|26.07\|25.16\|19719;2026-03-10\|26.82\|3.71\|25.99\|27.19\|25.99\|30630;2026-03-11\|26.57\|-0.93\|26.88\|26.99\|26.49\|16165;2026-03-12\|26.13\|-1.66\|26.61\|26.61\|26.06\|13597;2026-03-13\|25.96\|-0.65\|26.00\|26.39\|25.86\|12354;2026-03-16\|26.38\|1.62\|25.98\|26.50\|25.79\|17640;2026-03-17\|25.97\|-1.55\|26.50\|26.55\|25.97\|13959;2026-03-18\|25.67\|-1.16\|26.50\|27.50\|25.18\|36258;2026-03-19\|25.32\|-1.36\|25.25\|25.65\|25.25\|18433;2026-03-20\|24.67\|-2.57\|25.50\|25.74\|24.59\|25798;2026-03-23\|24.01\|-2.68\|24.45\|24.75\|23.65\|34330;2026-03-24\|25.33\|5.50\|24.50\|25.55\|24.39\|48036;2026-03-25\|25.61\|1.11\|25.36\|25.85\|25.16\|25117;2026-03-26\|25.02\|-2.30\|25.50\|25.83\|24.93\|22149;2026-03-27\|25.85\|3.32\|24.68\|26.03\|24.65\|27772;2026-03-30\|26.64\|3.06\|25.57\|26.84\|25.54\|41064;2026-03-31\|26.30\|-1.28\|26.70\|26.75\|26.22\|21054;2026-04-01\|26.50\|0.76\|26.61\|26.71\|26.31\|15269;2026-04-02\|26.29\|-0.79\|26.40\|26.62\|26.18\|12912;2026-04-03\|25.66\|-2.40\|26.29\|26.50\|25.61\|12991;2026-04-07\|25.85\|0.74\|26.38\|26.39\|25.58\|14949;2026-04-08\|26.51\|2.55\|26.09\|27.24\|25.71\|43377;2026-04-09\|25.66\|-3.21\|26.32\|26.46\|25.60\|24088;2026-04-10\|25.94\|1.09\|25.82\|26.25\|25.70\|19244;2026-04-13\|25.66\|-1.08\|25.61\|25.84\|25.29\|19135;2026-04-14\|25.85\|0.74\|25.98\|26.40\|25.70\|21185;2026-04-15\|25.11\|-2.86\|25.71\|25.96\|25.05\|28380;2026-04-16\|25.38\|1.08\|25.10\|25.52\|24.99\|16362;2026-04-17\|25.33\|-0.20\|25.51\|25.51\|25.05\|17912;2026-04-20\|25.28\|-0.20\|25.26\|25.59\|25.02\|25460;2026-04-21\|25.22\|-0.24\|25.11\|25.39\|25.02\|17813;2026-04-22\|26.55\|5.27\|25.23\|26.95\|25.21\|58869;2026-04-23\|25.72\|-3.13\|26.69\|26.69\|25.63\|30113;2026-04-24\|25.96\|0.93\|25.75\|26.20\|25.66\|19163;2026-04-27\|25.76\|-0.77\|25.31\|25.85\|24.73\|33266;2026-04-28\|25.31\|-1.75\|25.40\|25.80\|25.18\|20525;2026-04-29\|25.56\|0.99\|25.31\|25.82\|25.12\|19379;2026-04-30\|25.83\|1.06\|25.66\|26.18\|25.55\|15550;2026-05-06\|25.78\|-0.19\|26.00\|26.26\|25.68\|28872;2026-05-07\|25.53\|-0.97\|25.88\|25.89\|25.34\|24865;2026-05-08\|25.19\|-1.33\|25.54\|25.67\|24.67\|38165;2026-05-11\|25.49\|1.19\|25.20\|25.66\|25.07\|33717;2026-05-12\|25.19\|-1.18\|25.30\|25.80\|25.05\|30820;2026-05-13\|24.78\|-1.63\|25.25\|25.25\|24.67\|33072;2026-05-14\|24.63\|-0.61\|24.77\|25.01\|24.44\|28093;2026-05-15\|24.44\|-0.77\|24.63\|25.15\|24.28\|23271;2026-05-18\|24.78\|1.39\|24.38\|25.19\|23.84\|41595;2026-05-19\|25.32\|2.18\|24.78\|25.43\|24.65\|32889;2026-05-20\|25.18\|-0.55\|25.33\|25.40\|24.90\|16813;2026-05-21\|24.54\|-2.54\|25.19\|25.48\|24.44\|24974;2026-05-22\|24.22\|-1.30\|24.67\|24.80\|24.02\|22310;2026-05-25\|24.49\|1.11\|24.23\|24.52\|23.88\|21071;2026-05-26\|24.62\|0.53\|24.45\|24.76\|24.04\|23359;2026-05-27\|23.88\|-3.01\|24.64\|24.98\|23.60\|31066;2026-05-28\|24.02\|0.59\|23.88\|24.25\|23.54\|17688;2026-05-29\|23.05\|-4.04\|24.05\|24.05\|22.91\|26113;2026-06-01\|25.36\|10.02\|23.20\|25.36\|22.79\|72525;2026-06-02\|25.15\|-0.83\|25.56\|26.13\|25.12\|86839;2026-06-03\|25.35\|0.80\|25.15\|25.68\|24.92\|43512;2026-06-04\|25.34\|-0.04\|25.59\|25.78\|24.85\|35453;2026-06-05\|27.25\|7.54\|25.20\|27.87\|25.20\|131518;2026-06-08\|27.53\|1.03\|27.10\|28.35\|27.00\|137884;2026-06-09\|28.60\|3.89\|28.22\|28.75\|27.48\|83632;2026-06-10\|29.85\|4.37\|28.46\|30.03\|28.20\|122001;2026-06-11\|30.73\|2.95\|29.45\|31.00\|29.00\|118145;2026-06-12\|32.33\|5.21\|30.43\|33.28\|30.30\|160141;2026-06-15\|32.67\|1.05\|31.30\|33.20\|31.30\|145624;2026-06-16\|32.79\|0.37\|32.30\|33.26\|32.04\|94772;2026-06-17\|33.84\|3.20\|32.60\|34.44\|32.17\|107172;2026-06-18\|34.77\|2.75\|33.32\|35.09\|33.32\|81980;2026-06-22\|34.58\|-0.55\|34.77\|35.01\|33.63\|82957;2026-06-23\|34.15\|-1.24\|34.12\|35.05\|33.89\|59202;2026-06-24\|33.90\|-0.73\|33.90\|34.08\|33.19\|63311;2026-06-25\|31.58\|-6.84\|33.95\|34.20\|31.37\|99670;2026-06-26\|31.23\|-1.11\|31.51\|31.83\|30.65\|73125;2026-06-29\|32.50\|4.07\|31.00\|33.10\|30.11\|98940;2026-06-30\|35.75\|10.00\|32.50\|35.75\|32.00\|114427;2026-07-01\|35.68\|-0.20\|36.11\|36.80\|33.63\|165253;2026-07-02\|37.54\|5.21\|35.17\|39.15\|35.00\|139107;2026-07-03\|37.15\|-1.04\|37.99\|38.76\|36.73\|84800;2026-07-06\|36.47\|-1.83\|36.26\|37.41\|35.30\|74029;2026-07-07\|34.78\|-4.63\|35.73\|36.54\|34.08\|57818;2026-07-08\|32.96\|-5.23\|34.50\|35.24\|32.95\|51551;2026-07-09\|32.98\|0.06\|32.86\|33.40\|32.10\|44092
118084	央视财经：AI智能体市场或迎爆发式增长	成立AI公司+家装龙头+高送转 1、据人民财讯2026年5月27日报道，公司全资持股成立深圳市鲸跃云科科技有限公司，注册资本1200万元，经营范围包含人工智能应用软件开发、人工智能基础软件开发等。 2、据2026年4月28日年报，公司始终聚焦中高端家装及家居综合服务，拥有建筑装饰工程设计专项甲级及建筑装修装饰工程专业承包壹级资质，在珠三角地区具备较高的品牌美誉度。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股转增4股派2元含税，除权除息日为2026年6月4日，近日完成除权后股价走强。	深圳地区装修龙头；近日广东云犀互动传媒成立，该公司由名雕股份全资持股，含多项AI业务，经营范围涵盖人工智能基础软件开发、应用软件开发及公共服务平台技术咨询服务	2026-03-02\|22.95\|-4.26\|23.69\|23.69\|22.82\|60346;2026-03-03\|22.49\|-2.00\|23.16\|23.43\|22.41\|51402;2026-03-04\|22.44\|-0.22\|22.49\|22.68\|22.21\|34513;2026-03-05\|22.48\|0.18\|22.85\|22.87\|22.36\|26829;2026-03-06\|22.85\|1.65\|22.49\|22.88\|22.30\|34145;2026-03-09\|23.00\|0.66\|22.73\|23.02\|22.38\|39706;2026-03-10\|23.49\|2.13\|23.12\|23.56\|23.01\|37973;2026-03-11\|23.23\|-1.11\|23.60\|23.63\|23.12\|31625;2026-03-12\|22.69\|-2.32\|23.38\|23.38\|22.65\|29726;2026-03-13\|22.71\|0.09\|22.65\|23.05\|22.60\|31687;2026-03-16\|22.86\|0.66\|22.70\|22.88\|22.38\|26734;2026-03-17\|22.44\|-1.84\|23.10\|23.10\|22.40\|21146;2026-03-18\|22.71\|1.20\|22.44\|22.78\|22.22\|25179;2026-03-19\|21.95\|-3.35\|22.70\|22.70\|21.83\|23152;2026-03-20\|21.40\|-2.51\|22.15\|22.25\|21.26\|26577;2026-03-23\|20.05\|-6.31\|20.85\|21.15\|19.97\|35802;2026-03-24\|21.07\|5.09\|20.65\|21.16\|20.32\|35643;2026-03-25\|21.58\|2.42\|21.07\|21.76\|21.07\|28977;2026-03-26\|21.14\|-2.04\|21.54\|21.69\|21.02\|17366;2026-03-27\|21.35\|0.99\|21.05\|21.40\|20.90\|19240;2026-03-30\|21.46\|0.52\|21.19\|21.50\|20.95\|17264;2026-03-31\|21.17\|-1.35\|21.36\|21.72\|21.10\|17367;2026-04-01\|21.34\|0.80\|21.57\|21.70\|21.05\|18144;2026-04-02\|20.89\|-2.11\|21.36\|21.40\|20.77\|18105;2026-04-03\|20.09\|-3.83\|21.19\|21.19\|19.90\|22603;2026-04-07\|20.65\|2.79\|20.09\|20.90\|19.95\|20670;2026-04-08\|21.49\|4.07\|21.00\|21.50\|21.00\|23163;2026-04-09\|21.12\|-1.72\|21.48\|21.54\|21.04\|16288;2026-04-10\|21.39\|1.28\|21.33\|21.55\|21.13\|14499;2026-04-13\|21.37\|-0.09\|21.39\|21.40\|21.07\|14774;2026-04-14\|21.36\|-0.05\|21.49\|21.49\|21.10\|14263;2026-04-15\|21.28\|-0.37\|21.41\|21.64\|21.21\|16686;2026-04-16\|21.74\|2.16\|21.28\|21.80\|21.05\|19621;2026-04-17\|21.45\|-1.33\|21.74\|21.74\|21.30\|20252;2026-04-20\|21.75\|1.40\|21.75\|21.95\|21.32\|20612;2026-04-21\|22.01\|1.20\|21.84\|22.05\|21.65\|20901;2026-04-22\|22.46\|2.04\|22.01\|22.65\|21.55\|48440;2026-04-23\|20.98\|-6.59\|22.37\|22.37\|20.65\|67622;2026-04-24\|20.94\|-0.19\|20.88\|21.13\|20.50\|35807;2026-04-27\|21.41\|2.24\|21.00\|21.44\|20.56\|30357;2026-04-28\|21.78\|1.73\|21.48\|21.97\|21.10\|47883;2026-04-29\|22.03\|1.15\|21.50\|22.20\|21.46\|37508;2026-04-30\|22.27\|1.09\|22.28\|22.38\|22.09\|28090;2026-05-06\|22.80\|2.38\|22.46\|23.05\|22.28\|45587;2026-05-07\|23.52\|3.16\|22.80\|23.60\|22.72\|52608;2026-05-08\|23.74\|0.94\|23.56\|24.50\|23.40\|53767;2026-05-11\|24.08\|1.43\|23.76\|24.21\|23.59\|39010;2026-05-12\|23.35\|-3.03\|24.00\|24.13\|23.29\|37317;2026-05-13\|23.15\|-0.86\|23.35\|23.58\|23.04\|34614;2026-05-14\|23.11\|-0.17\|23.15\|23.78\|23.01\|30756;2026-05-15\|23.17\|0.26\|23.11\|23.55\|22.81\|31469;2026-05-18\|23.25\|0.35\|23.27\|23.45\|22.63\|33460;2026-05-19\|23.54\|1.25\|23.30\|23.66\|23.09\|27073;2026-05-20\|23.78\|1.02\|23.52\|23.89\|23.01\|31054;2026-05-21\|23.26\|-2.19\|23.78\|24.40\|23.22\|36271;2026-05-22\|23.39\|0.56\|23.23\|23.50\|22.97\|21432;2026-05-25\|22.65\|-3.16\|23.50\|23.72\|22.36\|30855;2026-05-26\|22.10\|-2.43\|22.66\|22.71\|21.70\|24443;2026-05-27\|21.27\|-3.76\|22.05\|22.08\|20.92\|26447;2026-05-28\|21.90\|2.96\|21.36\|22.20\|21.05\|22397;2026-05-29\|21.25\|-2.97\|21.90\|22.22\|21.04\|19060;2026-06-01\|23.38\|10.02\|21.22\|23.38\|21.00\|28871;2026-06-02\|22.55\|-3.55\|23.65\|24.00\|22.46\|65846;2026-06-03\|22.20\|-1.55\|22.57\|22.83\|21.73\|38716;2026-06-04\|15.92\|0.89\|15.78\|16.76\|15.50\|49663;2026-06-05\|15.58\|-2.14\|15.87\|16.03\|15.39\|43533;2026-06-08\|14.55\|-6.61\|14.88\|15.54\|14.20\|45798;2026-06-09\|14.52\|-0.21\|14.40\|15.29\|14.37\|34324;2026-06-10\|15.97\|9.99\|14.70\|15.97\|14.54\|43643;2026-06-11\|15.24\|-4.57\|15.90\|16.46\|14.92\|120521;2026-06-12\|16.76\|9.97\|15.45\|16.76\|15.15\|62135;2026-06-15\|15.95\|-4.83\|16.76\|16.76\|15.65\|160267;2026-06-16\|15.23\|-4.51\|15.60\|15.67\|15.00\|99625;2026-06-17\|14.71\|-3.41\|15.37\|15.98\|14.61\|88672;2026-06-18\|14.68\|-0.20\|14.65\|14.91\|13.58\|93702;2026-06-22\|16.15\|10.01\|14.50\|16.15\|14.39\|122550;2026-06-23\|17.77\|10.03\|16.36\|17.77\|16.17\|159702;2026-06-24\|17.72\|-0.28\|17.52\|18.18\|17.31\|165904;2026-06-25\|16.64\|-6.09\|17.54\|18.00\|16.03\|131876;2026-06-26\|16.37\|-1.62\|16.60\|16.97\|16.00\|108627;2026-06-29\|15.72\|-3.97\|16.30\|16.70\|15.40\|85186;2026-06-30\|17.29\|9.99\|15.67\|17.29\|15.40\|81216;2026-07-01\|18.06\|4.45\|17.28\|18.52\|17.22\|136887;2026-07-02\|17.27\|-4.37\|18.23\|18.43\|17.00\|97148;2026-07-03\|17.01\|-1.51\|17.75\|17.75\|17.01\|72482;2026-07-06\|16.80\|-1.23\|17.06\|17.28\|16.66\|91546;2026-07-07\|17.48\|4.05\|16.71\|17.50\|16.47\|117769;2026-07-08\|17.84\|2.06\|16.99\|18.25\|15.77\|165902;2026-07-09\|16.95\|-4.99\|17.56\|17.56\|16.06\|136763
118083		涨停揭秘：房地产销售端政策持续松动，核心城市限购优化叠加“白名单”项目融资支持，带动住宅售楼处及样板间等前端空间设计需求修复预期；涨停缘由：地产销售政策边际放松+保交楼资金落地提速+住宅营销场景复苏+公司设计业务与地产销售周期强相关；资金逻辑：资金呈现典型事件驱动特征，涨停当日主力与大单同步回补，小单跟涨明显，反映市场博弈地产链情绪修复；风险提示：行业整体仍处下行周期，新签订单同比承压；公司客户集中度高，单一地产商风险暴露较大；盈利改善尚需观察实际回款情况	公司主要从事空间设计与软装陈设业务，主要服务的项目类别为住宅地产的售楼处、样板间等空间领域	2026-03-02\|25.88\|-2.78\|26.16\|26.40\|25.53\|51790;2026-03-03\|24.51\|-5.29\|26.00\|26.05\|24.46\|47022;2026-03-04\|24.61\|0.41\|24.34\|24.74\|24.20\|27752;2026-03-05\|24.59\|-0.08\|24.94\|25.01\|24.43\|22104;2026-03-06\|25.35\|3.09\|24.63\|25.35\|24.55\|21278;2026-03-09\|25.67\|1.26\|25.03\|25.67\|24.68\|26074;2026-03-10\|26.38\|2.77\|25.61\|26.50\|25.61\|38186;2026-03-11\|26.09\|-1.10\|26.50\|26.78\|25.97\|27264;2026-03-12\|26.85\|2.91\|26.20\|27.24\|26.06\|58140;2026-03-13\|25.87\|-3.65\|26.76\|26.76\|25.72\|39627;2026-03-16\|25.87\|0.00\|25.80\|26.21\|25.51\|25626;2026-03-17\|26.24\|1.43\|26.04\|26.63\|25.61\|34773;2026-03-18\|27.88\|6.25\|26.17\|28.13\|26.17\|71026;2026-03-19\|28.02\|0.50\|27.50\|28.58\|27.38\|64759;2026-03-20\|29.98\|7.00\|28.08\|31.72\|27.70\|153719;2026-03-23\|29.75\|-0.77\|29.00\|30.80\|28.50\|131727;2026-03-24\|30.52\|2.59\|30.63\|31.45\|29.15\|105055;2026-03-25\|29.74\|-2.56\|30.31\|30.51\|29.56\|75402;2026-03-26\|28.45\|-4.34\|29.33\|29.48\|27.88\|89795;2026-03-27\|28.00\|-1.58\|28.45\|28.65\|27.57\|55049;2026-03-30\|28.44\|1.57\|27.74\|28.55\|27.18\|58298;2026-03-31\|29.86\|4.99\|28.45\|30.77\|28.24\|92368;2026-04-01\|30.93\|3.58\|30.12\|31.50\|30.02\|81239;2026-04-02\|30.92\|-0.03\|30.72\|32.60\|30.38\|78728;2026-04-03\|29.00\|-6.21\|31.00\|31.42\|28.85\|73486;2026-04-07\|29.36\|1.24\|28.71\|29.97\|28.61\|51647;2026-04-08\|31.76\|8.17\|29.88\|32.42\|29.62\|80643;2026-04-09\|31.11\|-2.05\|31.56\|31.77\|30.50\|48594;2026-04-10\|30.77\|-1.09\|31.30\|31.66\|30.56\|47412;2026-04-13\|30.13\|-2.08\|30.56\|30.72\|29.40\|48036;2026-04-14\|30.41\|0.93\|30.32\|30.66\|28.94\|63338;2026-04-15\|30.60\|0.62\|30.21\|31.10\|29.93\|52015;2026-04-16\|30.63\|0.10\|30.64\|31.00\|30.13\|41408;2026-04-17\|30.15\|-1.57\|30.62\|30.62\|29.93\|34350;2026-04-20\|30.96\|2.69\|29.95\|30.98\|29.76\|41381;2026-04-21\|31.55\|1.91\|30.66\|32.15\|30.35\|56270;2026-04-22\|34.59\|9.64\|31.42\|35.07\|31.13\|93523;2026-04-23\|35.12\|1.53\|34.60\|35.55\|33.62\|75647;2026-04-24\|33.35\|-5.04\|34.68\|35.30\|32.83\|70919;2026-04-27\|34.77\|4.26\|33.20\|35.00\|32.66\|62426;2026-04-28\|34.53\|-0.69\|34.82\|36.35\|34.22\|67636;2026-04-29\|35.89\|3.94\|33.86\|37.54\|33.37\|93175;2026-04-30\|35.18\|-1.98\|35.60\|36.38\|34.04\|53967;2026-05-06\|36.24\|3.01\|35.35\|36.35\|34.07\|65102;2026-05-07\|37.22\|2.70\|36.35\|37.77\|36.00\|56696;2026-05-08\|38.47\|3.36\|36.88\|38.90\|36.80\|46982;2026-05-11\|39.15\|1.77\|38.50\|39.27\|37.11\|54161;2026-05-12\|37.17\|-5.06\|38.78\|39.07\|36.08\|67396;2026-05-13\|36.49\|-1.83\|37.09\|37.86\|36.26\|44462;2026-05-14\|35.70\|-2.17\|36.64\|36.79\|35.68\|30145;2026-05-15\|37.64\|5.43\|35.70\|38.20\|35.50\|50958;2026-05-18\|35.78\|-4.94\|37.11\|37.57\|35.28\|53541;2026-05-19\|36.67\|2.49\|36.23\|36.90\|35.14\|32265;2026-05-20\|35.68\|-2.70\|36.47\|37.03\|35.52\|34322;2026-05-21\|34.77\|-2.55\|35.82\|36.99\|34.56\|36302;2026-05-22\|35.18\|1.18\|34.89\|35.25\|33.62\|40476;2026-05-25\|35.46\|0.80\|35.19\|35.85\|35.06\|27195;2026-05-26\|35.45\|-0.03\|35.39\|35.68\|34.35\|25037;2026-05-27\|35.58\|0.37\|35.41\|35.95\|34.75\|34197;2026-05-28\|34.22\|-3.82\|35.60\|35.89\|33.56\|30421;2026-05-29\|32.34\|-5.49\|34.65\|34.90\|32.00\|33301;2026-06-01\|33.05\|3.25\|32.80\|33.67\|31.51\|30493;2026-06-02\|32.28\|-2.33\|33.21\|33.21\|31.81\|19604;2026-06-03\|30.79\|-4.62\|32.29\|32.36\|30.71\|35156;2026-06-04\|30.19\|-1.95\|30.53\|31.00\|29.59\|29872;2026-06-05\|30.96\|2.55\|30.34\|30.99\|29.35\|25906;2026-06-08\|29.22\|-5.62\|30.64\|30.64\|28.22\|38946;2026-06-09\|30.80\|5.41\|29.22\|30.90\|28.98\|30048;2026-06-10\|31.12\|1.04\|30.71\|32.39\|30.38\|36319;2026-06-11\|31.89\|2.47\|31.30\|32.80\|30.72\|32256;2026-06-12\|31.75\|-0.44\|32.35\|32.79\|31.63\|27518;2026-06-15\|32.01\|0.82\|31.85\|32.50\|31.36\|25490;2026-06-16\|32.21\|0.62\|32.05\|32.80\|31.65\|24844;2026-06-17\|33.87\|5.15\|31.99\|34.24\|31.78\|49993;2026-06-18\|34.85\|2.89\|33.66\|35.30\|33.03\|43060;2026-06-22\|32.03\|-8.09\|34.83\|34.83\|31.21\|67289;2026-06-23\|33.28\|3.90\|32.03\|33.59\|31.30\|35550;2026-06-24\|33.57\|0.87\|33.33\|34.59\|32.90\|32795;2026-06-25\|33.78\|0.63\|33.75\|34.29\|31.90\|44275;2026-06-26\|32.23\|-4.59\|33.50\|34.78\|32.23\|33270;2026-06-29\|32.70\|1.46\|32.24\|33.55\|31.80\|26604;2026-06-30\|37.91\|15.93\|32.62\|38.50\|32.62\|87805;2026-07-01\|38.50\|1.56\|38.22\|41.90\|36.12\|117394;2026-07-02\|39.93\|3.71\|39.07\|42.00\|37.59\|121664;2026-07-03\|40.02\|0.23\|39.41\|42.50\|39.00\|95335;2026-07-06\|41.53\|3.77\|40.90\|41.88\|39.58\|94598;2026-07-07\|35.57\|-14.35\|40.59\|40.90\|35.02\|116079;2026-07-08\|34.88\|-1.94\|35.57\|35.99\|34.00\|58610;2026-07-09\|36.86\|5.68\|34.93\|37.33\|34.46\|53242
118082		城市更新+建设工程+上海国资 1、据2026年6月29日同济科技官微，公司于6月26日召开2025年年度股东会，确立“营城兴产共创未来”新使命，明确聚焦城市更新、资产价值提升等方向。据2026年6月22日投资者关系活动记录表，公司已深度参与凤南一村旧住房更新等30余个城市更新项目。 2、据2025年年度报告，公司为工程建设及咨询服务商，拥有多项综合甲级资质，报告期内新签施工合同额39.78亿元。 3、据公司资料，公司实际控制人为上海市杨浦区国有资产监督管理委员会，控股股东为上海同杨实业有限公司，属于上海国资背景企业。	公司深度参与30+城市更新项目	2026-03-02\|12.92\|-1.07\|12.95\|13.13\|12.82\|42634;2026-03-03\|13.02\|0.77\|12.95\|13.38\|12.93\|75746;2026-03-04\|13.42\|3.07\|13.02\|13.53\|12.90\|73904;2026-03-05\|13.47\|0.37\|13.51\|13.54\|13.18\|50740;2026-03-06\|13.62\|1.11\|13.43\|13.79\|13.43\|42134;2026-03-09\|13.67\|0.37\|13.50\|13.73\|13.18\|64913;2026-03-10\|13.71\|0.29\|13.78\|13.80\|13.54\|39283;2026-03-11\|13.60\|-0.80\|13.73\|13.76\|13.53\|36880;2026-03-12\|13.70\|0.74\|13.62\|13.82\|13.57\|39511;2026-03-13\|13.78\|0.58\|13.68\|13.84\|13.59\|40229;2026-03-16\|13.91\|0.94\|13.76\|13.98\|13.61\|44464;2026-03-17\|13.75\|-1.15\|13.93\|14.10\|13.72\|39341;2026-03-18\|13.71\|-0.29\|13.75\|13.75\|13.51\|27289;2026-03-19\|13.04\|-4.89\|13.65\|13.76\|12.98\|51145;2026-03-20\|12.81\|-1.76\|13.05\|13.15\|12.70\|36389;2026-03-23\|11.78\|-8.04\|12.60\|12.62\|11.69\|61209;2026-03-24\|12.25\|3.99\|12.28\|12.36\|11.92\|48731;2026-03-25\|12.31\|0.49\|12.29\|12.50\|12.20\|36130;2026-03-26\|12.04\|-2.19\|12.38\|12.39\|12.00\|21946;2026-03-27\|12.34\|2.49\|12.04\|12.34\|11.88\|20866;2026-03-30\|12.23\|-0.89\|12.29\|12.29\|12.08\|17031;2026-03-31\|11.83\|-3.27\|12.25\|12.31\|11.80\|28522;2026-04-01\|12.31\|4.06\|11.90\|12.41\|11.90\|31596;2026-04-02\|12.11\|-1.62\|12.21\|12.40\|12.00\|19256;2026-04-03\|11.70\|-3.39\|12.08\|12.15\|11.66\|21869;2026-04-07\|11.86\|1.37\|11.64\|11.90\|11.64\|11474;2026-04-08\|12.23\|3.12\|12.03\|12.30\|11.99\|25655;2026-04-09\|12.04\|-1.55\|12.20\|12.20\|11.98\|17333;2026-04-10\|12.19\|1.25\|11.99\|12.35\|11.99\|16319;2026-04-13\|12.14\|-0.41\|12.09\|12.19\|12.04\|14558;2026-04-14\|12.23\|0.74\|12.13\|12.24\|12.07\|19348;2026-04-15\|12.15\|-0.65\|12.24\|12.35\|12.09\|16245;2026-04-16\|12.27\|0.99\|12.11\|12.29\|12.05\|14670;2026-04-17\|12.18\|-0.73\|12.22\|12.37\|12.00\|22444;2026-04-20\|12.08\|-0.82\|12.18\|12.22\|12.00\|37530;2026-04-21\|12.48\|3.31\|12.08\|12.75\|12.07\|63320;2026-04-22\|12.33\|-1.20\|12.46\|12.56\|12.21\|37054;2026-04-23\|12.40\|0.57\|12.37\|12.64\|12.25\|35179;2026-04-24\|12.62\|1.77\|12.40\|12.77\|12.31\|42246;2026-04-27\|13.16\|4.28\|12.82\|13.22\|12.70\|85576;2026-04-28\|13.22\|0.46\|13.17\|13.34\|12.79\|67426;2026-04-29\|13.06\|-1.21\|13.21\|13.22\|12.90\|46979;2026-04-30\|12.76\|-2.30\|12.93\|13.00\|12.57\|64383;2026-05-06\|12.79\|0.24\|12.67\|13.03\|12.67\|44678;2026-05-07\|12.82\|0.23\|12.86\|13.07\|12.79\|48725;2026-05-08\|12.96\|1.09\|12.82\|13.15\|12.60\|53305;2026-05-11\|12.87\|-0.69\|12.96\|12.99\|12.78\|32338;2026-05-12\|12.61\|-2.02\|12.94\|12.95\|12.59\|30239;2026-05-13\|12.72\|0.87\|12.61\|12.82\|12.56\|45056;2026-05-14\|12.76\|0.31\|12.67\|12.88\|12.53\|53504;2026-05-15\|12.72\|-0.31\|12.69\|12.90\|12.38\|57032;2026-05-18\|12.45\|-2.12\|12.64\|12.68\|12.37\|32839;2026-05-19\|12.63\|1.45\|12.45\|12.69\|12.37\|28739;2026-05-20\|12.72\|0.71\|12.63\|12.80\|12.50\|26846;2026-05-21\|12.25\|-3.69\|12.72\|12.78\|12.25\|42885;2026-05-22\|12.15\|-0.82\|12.30\|12.40\|12.10\|31551;2026-05-25\|12.16\|0.08\|12.17\|12.31\|12.04\|20356;2026-05-26\|11.75\|-3.37\|12.06\|12.19\|11.66\|31050;2026-05-27\|11.31\|-3.74\|11.75\|11.75\|11.23\|37781;2026-05-28\|11.30\|-0.09\|11.31\|11.45\|11.16\|23267;2026-05-29\|10.97\|-2.92\|11.30\|11.38\|10.95\|42058;2026-06-01\|11.25\|2.55\|10.90\|11.32\|10.85\|39423;2026-06-02\|11.31\|0.53\|11.25\|11.58\|11.06\|45381;2026-06-03\|12.29\|8.66\|11.38\|12.44\|11.30\|150270;2026-06-04\|11.72\|-4.64\|12.48\|12.49\|11.66\|117697;2026-06-05\|11.39\|-2.82\|11.84\|11.84\|11.33\|52499;2026-06-08\|11.01\|-3.34\|11.08\|11.32\|10.88\|40298;2026-06-09\|10.99\|-0.18\|10.92\|11.13\|10.72\|39704;2026-06-10\|10.75\|-2.18\|10.85\|10.95\|10.62\|26427;2026-06-11\|10.05\|-6.51\|10.64\|10.68\|9.95\|75908;2026-06-12\|10.41\|3.58\|10.15\|10.78\|10.14\|78729;2026-06-15\|10.23\|-1.73\|10.52\|10.99\|10.16\|89642;2026-06-16\|9.80\|-4.20\|10.35\|10.35\|9.76\|81803;2026-06-17\|9.79\|-0.10\|9.76\|9.85\|9.51\|82453;2026-06-18\|9.55\|-2.45\|9.80\|9.93\|9.48\|75607;2026-06-22\|9.59\|0.42\|9.56\|9.84\|9.16\|121301;2026-06-23\|9.80\|2.19\|9.61\|9.85\|9.48\|89482;2026-06-24\|10.01\|2.14\|9.67\|10.08\|9.56\|107240;2026-06-25\|9.88\|-1.30\|10.15\|10.15\|9.20\|104281;2026-06-26\|9.07\|-8.20\|9.45\|9.51\|9.06\|81052;2026-06-29\|9.09\|0.22\|9.01\|9.38\|8.85\|85207;2026-06-30\|10.00\|10.01\|9.12\|10.00\|8.92\|115470;2026-07-01\|10.54\|5.40\|10.00\|10.69\|10.00\|112706;2026-07-02\|10.77\|2.18\|10.64\|11.06\|10.43\|85162;2026-07-03\|10.93\|1.49\|10.88\|11.27\|10.76\|63141;2026-07-06\|11.45\|4.76\|10.76\|11.90\|10.76\|91634;2026-07-07\|10.92\|-4.63\|11.44\|11.65\|10.89\|61411;2026-07-08\|10.80\|-1.10\|10.86\|11.05\|10.66\|43102;2026-07-09\|11.43\|5.83\|10.79\|11.51\|10.65\|75180
118081		智能家居+木地板+控制权变更 1、据2026年5月14日菲林格尔2025年年度报告更正后，公司推动智能地暖地板、湿度感应地板与智能家居系统融合，全屋整装模式覆盖地板、柜类、木门等多品类。 2、据2026年5月14日菲林格尔2025年年度报告更正后，公司主营木地板及全屋定制家居，定位中高端市场，拥有“菲林格尔”主品牌及“歌德”副品牌。 3、据2025年11月11日公告，公司已完成工商变更登记，金亚伟先生当选第六届董事会董事长法定代表人。据2025年9月23日公告，公司实际控制人正式变更为金亚伟。	公司主要产品包括强化复合地板、多层实木复合地板、三层实木地板、纯实木地板以及全屋定制家居	2026-03-02\|30.68\|-3.58\|32.00\|33.15\|30.65\|86908;2026-03-03\|29.47\|-3.94\|31.09\|31.10\|28.68\|72043;2026-03-04\|31.09\|5.50\|29.32\|31.88\|29.02\|65682;2026-03-05\|32.57\|4.76\|31.71\|33.23\|31.14\|59683;2026-03-06\|32.78\|0.64\|33.01\|33.40\|32.11\|36063;2026-03-09\|35.34\|7.81\|32.79\|35.68\|32.43\|71572;2026-03-10\|37.22\|5.32\|35.41\|37.73\|35.41\|69847;2026-03-11\|37.43\|0.56\|37.00\|37.70\|36.11\|48050;2026-03-12\|36.84\|-1.58\|37.86\|37.87\|35.91\|47137;2026-03-13\|39.00\|5.86\|36.51\|39.50\|36.45\|54868;2026-03-16\|39.82\|2.10\|38.78\|40.94\|38.60\|50070;2026-03-17\|42.20\|5.98\|39.69\|42.69\|39.28\|64102;2026-03-18\|40.87\|-3.15\|42.00\|44.30\|39.88\|102076;2026-03-19\|39.50\|-3.35\|40.87\|42.85\|38.28\|98264;2026-03-20\|37.69\|-4.58\|38.99\|40.10\|37.58\|68466;2026-03-23\|35.82\|-4.96\|36.65\|38.30\|35.46\|69136;2026-03-24\|37.18\|3.80\|36.90\|37.28\|35.68\|43778;2026-03-25\|38.55\|3.68\|37.43\|38.64\|37.00\|34711;2026-03-26\|38.40\|-0.39\|38.17\|39.57\|38.17\|34732;2026-03-27\|36.60\|-4.69\|38.35\|38.35\|36.51\|46639;2026-03-30\|36.00\|-1.64\|37.24\|37.30\|35.88\|29547;2026-03-31\|35.75\|-0.69\|35.65\|36.55\|35.54\|29156;2026-04-01\|36.59\|2.35\|35.89\|37.15\|35.89\|33125;2026-04-02\|37.03\|1.20\|36.48\|37.27\|34.81\|45492;2026-04-03\|36.25\|-2.11\|36.51\|37.32\|36.07\|26714;2026-04-07\|35.73\|-1.43\|34.53\|38.13\|34.53\|56726;2026-04-08\|36.83\|3.08\|36.04\|36.86\|35.00\|48374;2026-04-09\|39.92\|8.39\|36.44\|40.15\|36.44\|79193;2026-04-10\|39.45\|-1.18\|40.40\|40.67\|39.01\|48192;2026-04-13\|39.15\|-0.76\|38.93\|39.80\|38.70\|28579;2026-04-14\|39.77\|1.58\|39.93\|40.40\|38.71\|33280;2026-04-15\|39.12\|-1.63\|39.97\|41.10\|38.91\|37512;2026-04-16\|40.97\|4.73\|39.55\|41.26\|38.58\|46116;2026-04-17\|40.15\|-2.00\|41.00\|41.58\|40.00\|32650;2026-04-20\|38.72\|-3.56\|40.15\|40.15\|38.32\|40662;2026-04-21\|38.52\|-0.52\|38.70\|39.35\|38.16\|25193;2026-04-22\|39.19\|1.74\|38.60\|40.00\|38.20\|37215;2026-04-23\|38.78\|-1.05\|39.26\|41.31\|38.31\|44677;2026-04-24\|38.40\|-0.98\|38.80\|39.50\|38.30\|29457;2026-04-27\|39.09\|1.80\|38.20\|39.26\|37.73\|40386;2026-04-28\|38.52\|-1.46\|39.39\|39.65\|38.40\|26560;2026-04-29\|38.90\|0.99\|38.52\|39.19\|37.15\|39013;2026-04-30\|39.22\|0.82\|38.49\|39.43\|38.00\|31207;2026-05-06\|40.64\|3.62\|39.22\|40.80\|38.85\|41351;2026-05-07\|44.70\|9.99\|41.30\|44.70\|40.50\|60426;2026-05-08\|46.20\|3.36\|47.10\|48.67\|45.02\|74115;2026-05-11\|46.06\|-0.30\|46.20\|47.18\|45.40\|43224;2026-05-12\|45.64\|-0.91\|46.09\|46.20\|45.00\|30171;2026-05-13\|45.29\|-0.77\|45.47\|45.84\|44.62\|36964;2026-05-14\|45.50\|0.46\|45.21\|46.88\|45.05\|33046;2026-05-15\|47.35\|4.07\|45.50\|48.27\|44.17\|46054;2026-05-18\|46.45\|-1.90\|48.50\|48.51\|45.06\|48392;2026-05-19\|50.34\|8.37\|45.91\|50.45\|45.60\|47754;2026-05-20\|49.45\|-1.77\|49.98\|51.27\|48.82\|42379;2026-05-21\|49.80\|0.71\|49.94\|52.99\|49.50\|60772;2026-05-22\|50.13\|0.66\|49.80\|51.00\|48.10\|40759;2026-05-25\|53.69\|7.10\|52.00\|53.96\|50.48\|47231;2026-05-26\|57.44\|6.98\|53.69\|57.57\|53.14\|71040;2026-05-27\|51.70\|-9.99\|56.41\|59.78\|51.70\|109557;2026-05-28\|52.99\|2.50\|51.70\|53.18\|49.13\|97253;2026-05-29\|48.40\|-8.66\|53.97\|53.97\|47.76\|92384;2026-06-01\|47.00\|-2.89\|48.25\|49.28\|46.72\|40851;2026-06-02\|49.04\|4.34\|47.94\|49.08\|45.20\|55955;2026-06-03\|48.71\|-0.67\|49.22\|51.00\|46.69\|69432;2026-06-04\|51.48\|5.69\|48.71\|51.80\|47.71\|57543;2026-06-05\|51.30\|-0.35\|52.20\|52.36\|50.50\|35604;2026-06-08\|48.01\|-6.41\|48.55\|50.16\|47.85\|40774;2026-06-09\|48.99\|2.04\|48.10\|49.37\|47.34\|26198;2026-06-10\|52.50\|7.16\|50.41\|53.40\|49.03\|74683;2026-06-11\|55.70\|6.10\|52.20\|56.17\|51.73\|60609;2026-06-12\|55.87\|0.31\|55.64\|57.65\|55.00\|47352;2026-06-15\|58.15\|4.08\|55.95\|58.18\|55.64\|37771;2026-06-16\|59.13\|1.69\|58.26\|60.50\|56.70\|45541;2026-06-17\|55.80\|-5.63\|57.30\|57.30\|54.39\|60695;2026-06-18\|57.03\|2.20\|55.31\|57.33\|54.61\|38821;2026-06-22\|54.21\|-4.94\|55.42\|56.99\|52.80\|47226;2026-06-23\|54.03\|-0.33\|54.21\|55.20\|53.26\|25774;2026-06-24\|54.21\|0.33\|54.03\|54.49\|52.89\|16635;2026-06-25\|52.64\|-2.90\|54.42\|55.50\|52.00\|28721;2026-06-26\|52.27\|-0.70\|52.60\|53.85\|50.79\|32369;2026-06-29\|48.67\|-6.89\|51.01\|52.39\|47.47\|47447;2026-06-30\|53.54\|10.01\|50.00\|53.54\|50.00\|24403;2026-07-01\|53.36\|-0.34\|55.80\|58.48\|53.03\|55320;2026-07-02\|52.57\|-1.48\|52.82\|53.79\|51.66\|28393;2026-07-03\|52.00\|-1.08\|53.09\|53.97\|51.00\|27096;2026-07-06\|52.01\|0.02\|52.00\|54.88\|51.38\|33439;2026-07-07\|52.31\|0.58\|51.94\|53.33\|51.02\|22935;2026-07-08\|49.60\|-5.18\|52.32\|52.32\|49.50\|23591;2026-07-09\|50.90\|2.62\|49.55\|50.98\|48.85\|27400
118080	日本酸素上调氦气产品售价，平均涨幅超30%	电子大宗气体+氦气涨价+广州国资+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月22日投资者关系活动记录表，因中东地缘局势及俄罗斯出口管制等影响，全球氦气现货价格出现明显波动，供应链运行受到巨大冲击，目前全球氦气供应紧张；公司已构建涵盖中东、北美、欧洲的多渠道货源，是国内唯一实现大批量、长期稳定协议及多区域气源集中采购的内资气体企业，可有效对冲外部扰动，保障业务稳定运作。 2、据2026年4月25日披露的一季报，公司2026年一季度实现归母净利润9178.79万元，同比增长62.63%；一季度毛利率同比提升主要系多地电子大宗现场制气项目二期装置顺利投产，高毛利现场制气业务占比提升。 3、据2025年年度报告，公司是国内领先的电子大宗气体综合服务商，2025年电子大宗气体业务实现营收17.32亿元，同比增长16.41%，占主营业务收入比重达77.03%；2024年公司在半导体和面板领域新增现场制气项目市占率达41%，居全国第一。 4、公司实际控制人为广州市人民政府国有资产监督管理委员会。	国内极少数超高纯电子大宗气体综合性服务商，国内最大高纯氦气厂商之一	2026-03-02\|27.17\|5.72\|25.20\|27.40\|25.15\|225216;2026-03-03\|27.12\|-0.18\|27.50\|30.00\|27.00\|517288;2026-03-04\|26.42\|-2.58\|28.14\|28.50\|25.12\|524570;2026-03-05\|26.31\|-0.42\|26.75\|27.58\|25.82\|319935;2026-03-06\|25.80\|-1.94\|26.18\|27.33\|25.68\|233810;2026-03-09\|25.04\|-2.95\|26.90\|26.97\|24.25\|466227;2026-03-10\|25.29\|1.00\|24.79\|25.82\|24.42\|296798;2026-03-11\|24.81\|-1.90\|25.30\|25.76\|24.45\|244734;2026-03-12\|26.45\|6.61\|25.03\|27.15\|24.70\|380896;2026-03-13\|25.53\|-3.48\|27.58\|28.02\|25.23\|388538;2026-03-16\|24.46\|-4.19\|25.50\|26.57\|24.13\|387769;2026-03-17\|23.39\|-4.37\|24.36\|24.43\|23.25\|277399;2026-03-18\|23.25\|-0.60\|23.51\|23.80\|23.06\|184052;2026-03-19\|23.76\|2.19\|23.50\|24.38\|22.80\|338343;2026-03-20\|23.23\|-2.23\|23.58\|24.44\|23.15\|258531;2026-03-23\|23.60\|1.59\|23.11\|25.65\|23.03\|410318;2026-03-24\|22.85\|-3.18\|23.01\|23.20\|22.02\|301457;2026-03-25\|22.76\|-0.39\|22.68\|23.09\|22.20\|265161;2026-03-26\|22.84\|0.35\|22.71\|23.65\|22.39\|257181;2026-03-27\|23.68\|3.68\|23.00\|24.40\|22.75\|275257;2026-03-30\|23.60\|-0.34\|24.36\|24.39\|23.06\|244607;2026-03-31\|22.25\|-5.72\|23.30\|23.50\|22.03\|255941;2026-04-01\|22.19\|-0.27\|22.35\|22.59\|21.28\|280575;2026-04-02\|22.89\|3.15\|22.18\|23.18\|22.12\|222960;2026-04-03\|23.05\|0.70\|23.27\|23.63\|22.70\|180687;2026-04-07\|23.50\|1.95\|23.28\|24.44\|23.13\|208483;2026-04-08\|24.54\|4.43\|22.82\|24.80\|22.38\|382306;2026-04-09\|24.23\|-1.26\|24.17\|24.80\|23.86\|186989;2026-04-10\|23.93\|-1.24\|23.90\|24.62\|23.78\|152949;2026-04-13\|23.63\|-1.25\|23.67\|24.39\|23.01\|184369;2026-04-14\|24.38\|3.17\|23.52\|24.88\|23.15\|223273;2026-04-15\|23.86\|-2.13\|25.00\|25.20\|23.35\|214548;2026-04-16\|26.01\|9.01\|24.15\|26.25\|23.82\|374339;2026-04-17\|25.32\|-2.65\|25.51\|25.70\|25.06\|194093;2026-04-20\|26.28\|3.79\|25.36\|26.53\|24.42\|355293;2026-04-21\|29.50\|12.25\|26.39\|29.94\|26.20\|490189;2026-04-22\|29.82\|1.08\|30.00\|30.90\|28.80\|353328;2026-04-23\|30.05\|0.77\|30.36\|30.68\|29.20\|339698;2026-04-24\|30.21\|0.53\|30.00\|32.37\|29.50\|421505;2026-04-27\|31.79\|5.23\|30.00\|34.80\|30.00\|494256;2026-04-28\|30.78\|-3.18\|32.01\|32.13\|29.62\|421474;2026-04-29\|30.47\|-1.01\|30.44\|31.67\|30.10\|294675;2026-04-30\|30.06\|-1.35\|31.04\|31.80\|29.56\|330473;2026-05-06\|30.00\|-0.20\|30.60\|31.23\|29.86\|303789;2026-05-07\|27.80\|-7.33\|29.02\|29.35\|27.38\|592869;2026-05-08\|27.64\|-0.58\|27.87\|28.80\|27.60\|311213;2026-05-11\|28.55\|3.29\|27.85\|29.09\|27.37\|441704;2026-05-12\|28.31\|-0.84\|28.45\|29.00\|27.88\|272055;2026-05-13\|29.41\|3.89\|28.05\|29.84\|27.76\|349748;2026-05-14\|30.05\|2.18\|29.50\|31.90\|29.48\|423019;2026-05-15\|31.77\|5.72\|30.19\|32.98\|28.91\|506228;2026-05-18\|33.02\|3.93\|32.69\|33.65\|30.88\|453898;2026-05-19\|34.78\|5.33\|32.54\|34.96\|31.11\|431704;2026-05-20\|34.16\|-1.78\|34.74\|36.10\|33.36\|383358;2026-05-21\|30.75\|-9.98\|34.00\|34.00\|30.66\|478597;2026-05-22\|29.86\|-2.89\|31.39\|31.62\|29.58\|350422;2026-05-25\|30.09\|0.77\|29.86\|31.02\|28.20\|336364;2026-05-26\|29.68\|-1.36\|29.96\|30.06\|28.99\|215640;2026-05-27\|29.84\|0.54\|29.88\|31.45\|29.55\|298146;2026-05-28\|29.29\|-1.84\|29.70\|30.30\|29.03\|279685;2026-05-29\|27.70\|-5.43\|29.30\|29.49\|27.20\|323981;2026-06-01\|26.81\|-3.21\|27.80\|28.54\|26.73\|215593;2026-06-02\|27.62\|3.02\|26.86\|28.57\|26.51\|235954;2026-06-03\|28.04\|1.52\|27.72\|28.25\|26.95\|251658;2026-06-04\|30.12\|7.42\|27.70\|30.31\|27.52\|337934;2026-06-05\|28.11\|-6.67\|29.50\|30.17\|27.85\|314219;2026-06-08\|26.64\|-5.23\|25.97\|27.77\|25.97\|249525;2026-06-09\|27.60\|3.60\|26.62\|28.18\|26.51\|237420;2026-06-10\|29.13\|5.54\|27.33\|29.56\|27.33\|332660;2026-06-11\|32.80\|12.60\|29.45\|34.10\|28.49\|648825;2026-06-12\|28.95\|-11.74\|31.50\|31.55\|28.80\|497330;2026-06-15\|28.12\|-2.87\|29.05\|29.33\|27.80\|335293;2026-06-16\|29.80\|5.97\|28.68\|30.60\|28.45\|412606;2026-06-17\|33.50\|12.42\|28.79\|33.60\|28.70\|453136;2026-06-18\|33.41\|-0.27\|32.62\|33.86\|31.89\|361927;2026-06-22\|38.38\|14.88\|34.41\|39.68\|33.58\|555538;2026-06-23\|38.57\|0.49\|41.31\|41.97\|37.30\|592237;2026-06-24\|38.59\|0.05\|36.70\|39.65\|34.02\|529321;2026-06-25\|40.20\|4.17\|39.04\|41.88\|37.10\|562781;2026-06-26\|38.74\|-3.49\|39.26\|40.35\|37.50\|400416;2026-06-29\|46.49\|20.01\|40.70\|46.49\|39.13\|652668;2026-06-30\|52.10\|12.07\|46.80\|54.98\|45.10\|636385;2026-07-01\|55.00\|5.57\|53.00\|57.31\|51.66\|647396;2026-07-02\|49.20\|-10.55\|50.68\|54.20\|48.70\|692657;2026-07-03\|46.45\|-5.59\|50.00\|53.11\|45.02\|752102;2026-07-06\|45.07\|-2.97\|46.00\|46.55\|42.43\|649411;2026-07-07\|48.01\|6.52\|44.83\|48.28\|43.42\|567202;2026-07-08\|46.80\|-2.52\|48.00\|49.88\|46.28\|52908828;2026-07-09\|50.90\|8.76\|47.73\|51.48\|45.40\|53902973
118079	日本酸素上调氦气产品售价，平均涨幅超30%	商业航天+氦气+空分装置中标+业绩增长行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月1日投资者活动记录表及2026年4月15日投资者活动记录表，公司已实质性切入商业航天，火箭推进剂级液态甲烷生产装置已于2026年2月投产并为国内商业航天燃料供应商服务，酒泉航天产业园配套液空装置按客户计划生产建设中。 2、据2026年6月8日互动易，公司在氦气精制和超纯氦提取方面有相关技术和专利储备。针对6N级超高纯氦气，公司将依托深冷技术优势，计划通过技术升级，进一步提升氦气纯度，以满足更高端领域的应用需求。 3、据2026年5月28日公告，公司收到中标通知书，确认为新疆庆华年产55亿立方米煤制天然气示范项目二期工程4套空分装置建设、运营、移交项目中标单位，有助于巩固和拓展公司工业气体业务。 4、据2026年4月29日公告，公司2026年一季度实现营收9997.57万元，同比增长94.28%；归母净利润1228.74万元，同比扭亏为盈。	1、公司在特种气体领域已开展实质性布局，依托深冷分离、提纯及液化等核心技术，重点发展高纯度、高附加值气体业务； 2、公司向国内两家航天基地供应火箭推进剂级液态甲烷装置及液氧、液氮、液氩等空分产品，酒泉航天产业园液体空分项目已获订单，适配商业航天	2026-03-02\|23.78\|-3.29\|24.24\|24.85\|23.70\|71672;2026-03-03\|24.70\|3.87\|24.00\|25.60\|23.60\|222623;2026-03-04\|24.98\|1.13\|24.39\|25.60\|22.31\|207264;2026-03-05\|24.56\|-1.68\|25.40\|25.58\|24.01\|133685;2026-03-06\|23.72\|-3.42\|24.40\|24.60\|23.72\|100512;2026-03-09\|23.60\|-0.51\|23.70\|24.16\|22.93\|91126;2026-03-10\|24.70\|4.66\|23.42\|25.59\|23.21\|123667;2026-03-11\|24.16\|-2.19\|24.43\|24.58\|23.70\|79018;2026-03-12\|23.02\|-4.72\|24.20\|24.28\|22.87\|98921;2026-03-13\|22.55\|-2.04\|23.89\|23.94\|22.53\|91951;2026-03-16\|23.26\|3.15\|22.80\|23.31\|22.16\|80819;2026-03-17\|20.71\|-10.96\|22.90\|22.90\|20.60\|188306;2026-03-18\|20.43\|-1.35\|20.81\|20.99\|20.00\|92489;2026-03-19\|19.77\|-3.23\|20.13\|20.75\|19.71\|81463;2026-03-20\|19.18\|-2.98\|19.99\|20.15\|19.18\|59344;2026-03-23\|19.08\|-0.52\|18.99\|19.97\|18.64\|87771;2026-03-24\|19.76\|3.56\|19.61\|19.85\|18.84\|76774;2026-03-25\|19.65\|-0.56\|19.63\|20.02\|19.52\|65928;2026-03-26\|19.24\|-2.09\|19.65\|19.76\|19.04\|43178;2026-03-27\|19.81\|2.96\|19.10\|19.85\|19.00\|53462;2026-03-30\|19.68\|-0.66\|19.83\|20.61\|19.52\|74084;2026-03-31\|19.79\|0.56\|19.79\|20.17\|19.51\|68926;2026-04-01\|20.10\|1.57\|20.06\|20.27\|19.85\|62395;2026-04-02\|20.00\|-0.50\|20.00\|20.43\|19.83\|57118;2026-04-03\|19.24\|-3.80\|20.10\|20.13\|19.13\|48236;2026-04-07\|19.66\|2.18\|19.47\|19.77\|19.31\|37651;2026-04-08\|20.23\|2.90\|20.00\|20.27\|19.84\|42135;2026-04-09\|20.25\|0.10\|20.12\|20.37\|19.98\|33443;2026-04-10\|20.10\|-0.74\|20.37\|20.68\|20.10\|41418;2026-04-13\|20.24\|0.70\|20.25\|20.45\|20.03\|39106;2026-04-14\|20.22\|-0.10\|20.50\|20.57\|19.92\|39840;2026-04-15\|20.03\|-0.94\|20.40\|20.49\|19.98\|40349;2026-04-16\|20.59\|2.80\|20.20\|20.75\|20.03\|64524;2026-04-17\|22.20\|7.82\|20.68\|22.73\|20.29\|165203;2026-04-20\|26.64\|20.00\|22.30\|26.64\|22.26\|257222;2026-04-21\|28.10\|5.48\|28.49\|29.33\|27.61\|465913;2026-04-22\|29.35\|4.45\|28.00\|30.20\|27.28\|413227;2026-04-23\|30.72\|4.67\|29.37\|31.40\|28.91\|396471;2026-04-24\|29.45\|-4.13\|30.36\|32.21\|28.90\|376379;2026-04-27\|30.10\|2.21\|29.85\|30.98\|29.03\|325576;2026-04-28\|36.12\|20.00\|31.31\|36.12\|31.31\|376470;2026-04-29\|34.06\|-5.70\|35.65\|36.01\|33.95\|364784;2026-04-30\|33.49\|-1.67\|34.30\|36.12\|32.87\|328745;2026-05-06\|32.81\|-1.88\|34.11\|35.00\|32.53\|353513;2026-05-07\|30.35\|-7.50\|31.80\|32.35\|30.10\|336703;2026-05-08\|31.69\|4.42\|30.00\|32.67\|29.70\|278406;2026-05-11\|31.98\|0.92\|31.28\|32.32\|30.89\|258383;2026-05-12\|30.06\|-6.00\|31.00\|31.57\|29.90\|192570;2026-05-13\|29.84\|-0.73\|29.54\|30.61\|29.38\|156186;2026-05-14\|30.45\|2.04\|30.14\|32.04\|30.14\|271489;2026-05-15\|30.51\|0.20\|30.09\|30.93\|29.28\|200105;2026-05-18\|29.27\|-4.06\|29.36\|29.79\|28.50\|166630;2026-05-19\|29.17\|-0.34\|29.02\|29.23\|27.93\|128002;2026-05-20\|29.29\|0.41\|28.94\|29.48\|28.59\|105966;2026-05-21\|27.45\|-6.28\|29.28\|29.28\|27.37\|138273;2026-05-22\|28.89\|5.25\|27.52\|29.50\|27.50\|131126;2026-05-25\|27.66\|-4.26\|28.60\|28.89\|27.30\|104392;2026-05-26\|26.98\|-2.46\|27.36\|27.47\|26.40\|89122;2026-05-27\|26.32\|-2.45\|26.98\|27.19\|26.03\|76801;2026-05-28\|26.87\|2.09\|27.13\|27.41\|26.24\|121786;2026-05-29\|25.86\|-3.76\|26.90\|27.26\|25.60\|104648;2026-06-01\|25.74\|-0.46\|25.85\|27.20\|25.50\|88860;2026-06-02\|25.45\|-1.13\|25.72\|26.01\|24.87\|59533;2026-06-03\|26.30\|3.34\|25.01\|26.65\|25.00\|93362;2026-06-04\|26.98\|2.59\|25.93\|27.89\|25.89\|155650;2026-06-05\|26.62\|-1.33\|26.70\|27.09\|26.28\|96007;2026-06-08\|25.80\|-3.08\|25.42\|26.90\|25.42\|78602;2026-06-09\|25.90\|0.39\|26.33\|26.77\|25.51\|72887;2026-06-10\|26.98\|4.17\|25.45\|27.41\|25.45\|146464;2026-06-11\|29.28\|8.52\|26.72\|29.28\|26.28\|275450;2026-06-12\|25.61\|-12.53\|27.81\|28.37\|24.88\|274659;2026-06-15\|24.40\|-4.72\|24.64\|25.14\|23.77\|167791;2026-06-16\|25.08\|2.79\|24.24\|25.60\|23.92\|144387;2026-06-17\|25.49\|1.63\|24.44\|25.74\|24.41\|120581;2026-06-18\|25.33\|-0.63\|25.18\|25.99\|24.80\|79927;2026-06-22\|26.01\|2.68\|25.80\|26.66\|25.44\|122524;2026-06-23\|28.77\|10.61\|26.80\|29.36\|26.27\|245912;2026-06-24\|26.19\|-8.97\|27.48\|27.75\|25.20\|232698;2026-06-25\|25.42\|-2.94\|26.06\|27.43\|24.92\|169012;2026-06-26\|30.50\|19.98\|25.25\|30.50\|24.60\|366614;2026-06-29\|31.58\|3.54\|31.72\|34.11\|30.50\|358426;2026-06-30\|37.90\|20.01\|32.27\|37.90\|32.27\|360976;2026-07-01\|43.21\|14.01\|38.56\|45.48\|38.30\|441481;2026-07-02\|41.72\|-3.45\|41.60\|43.50\|41.09\|270662;2026-07-03\|41.21\|-1.22\|40.94\|44.56\|40.47\|230790;2026-07-06\|39.92\|-3.13\|41.01\|42.50\|39.65\|198624;2026-07-07\|42.90\|7.46\|39.92\|43.98\|38.72\|298742;2026-07-08\|44.31\|3.29\|42.48\|44.87\|39.93\|288460;2026-07-09\|47.33\|6.82\|44.00\|47.64\|42.58\|298022
118078	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+氟化工+一季报增长+央企行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月8日及6月10日互动易，公司现有六氟化钨产能600吨/年，一季度销量同比增长，近期受生产原料价格上涨带动产品价格上调，公司正抢抓市场机遇积极拓展国内外客户。 2、公司是国内氟化工行业龙头企业，具备完整氟化工产业链，主营高端氟材料、电子化学品等“3+1”核心业务，产品涵盖制冷剂、氟树脂、氟橡胶等。 3、据2026年4月30日披露的一季报，公司2026年一季度实现营收42.31亿元，同比增长34.02%；归母净利润3.08亿元，同比增长66.73%。 4、据2025年年报及2026年6月18日公告，公司最终控制人为国务院国有资产监督管理委员会；控股股东中国昊华近期协议受让一致行动人持有的1.56%股份，完成后直接持股升至47.31%。	公司是国内氟化工龙头，所属昊华气体是国内特种气体行业内的技术领先企业，拥有国家重要的特种气体研究生产基地，主要产品有三氟化氮、四氟化碳、六氟化硫、六氟化钨、六氟丙烷、硒化氢、硫化氢、溴化氢等，总产能达万吨级，部分产品国内市场占有率高达60%，产品主要应用于集成电路、平板显示和太阳能光伏等制造领域	2026-03-02\|38.72\|2.62\|37.73\|38.91\|37.51\|119924;2026-03-03\|36.78\|-5.01\|38.60\|39.18\|36.48\|141604;2026-03-04\|37.67\|2.42\|36.34\|38.10\|36.33\|114233;2026-03-05\|37.09\|-1.54\|38.33\|38.33\|36.97\|118471;2026-03-06\|37.50\|1.11\|37.00\|37.86\|36.52\|70715;2026-03-09\|36.36\|-3.04\|37.08\|37.22\|35.65\|96249;2026-03-10\|36.43\|0.19\|36.58\|36.86\|36.11\|56582;2026-03-11\|35.92\|-1.40\|36.52\|36.57\|35.74\|57536;2026-03-12\|34.82\|-3.06\|36.14\|36.22\|34.35\|95699;2026-03-13\|34.40\|-1.21\|34.72\|35.26\|34.35\|54140;2026-03-16\|33.91\|-1.42\|34.89\|35.58\|33.45\|87222;2026-03-17\|33.75\|-0.47\|34.01\|34.30\|33.71\|67870;2026-03-18\|33.41\|-1.01\|33.75\|33.82\|32.84\|75161;2026-03-19\|31.76\|-4.94\|33.12\|33.28\|31.61\|94535;2026-03-20\|31.50\|-0.82\|31.83\|32.22\|31.50\|76206;2026-03-23\|29.87\|-5.17\|30.71\|31.29\|29.70\|98531;2026-03-24\|30.40\|1.77\|30.39\|30.63\|29.74\|64817;2026-03-25\|31.29\|2.93\|30.89\|31.35\|30.70\|59163;2026-03-26\|30.81\|-1.53\|31.20\|31.73\|30.70\|56815;2026-03-27\|31.45\|2.08\|30.59\|31.66\|30.45\|60097;2026-03-30\|31.25\|-0.64\|31.12\|31.30\|30.73\|54398;2026-03-31\|30.39\|-2.75\|31.23\|31.46\|30.31\|49153;2026-04-01\|31.33\|3.09\|31.13\|31.48\|30.77\|67326;2026-04-02\|30.53\|-2.55\|31.28\|31.28\|30.32\|42445;2026-04-03\|31.92\|4.55\|30.99\|32.33\|30.91\|107546;2026-04-07\|33.33\|4.42\|31.92\|33.33\|31.68\|176651;2026-04-08\|33.63\|0.90\|32.80\|33.80\|32.30\|170753;2026-04-09\|33.49\|-0.42\|33.00\|34.47\|32.74\|130684;2026-04-10\|33.51\|0.06\|33.70\|34.05\|33.30\|102221;2026-04-13\|32.32\|-3.55\|33.69\|33.74\|32.28\|125511;2026-04-14\|32.61\|0.90\|32.50\|32.86\|32.22\|92702;2026-04-15\|32.21\|-1.23\|32.71\|33.07\|31.83\|113119;2026-04-16\|33.10\|2.76\|32.32\|33.26\|32.00\|132376;2026-04-17\|32.80\|-0.91\|32.88\|33.37\|32.50\|100510;2026-04-20\|33.11\|0.95\|32.91\|33.52\|32.12\|111125;2026-04-21\|34.09\|2.96\|33.17\|34.33\|33.05\|146728;2026-04-22\|34.97\|2.58\|34.00\|35.35\|33.90\|172124;2026-04-23\|34.16\|-2.32\|35.00\|35.00\|33.83\|137226;2026-04-24\|35.25\|3.19\|34.30\|36.19\|33.85\|201619;2026-04-27\|35.80\|1.56\|35.61\|36.11\|35.00\|173463;2026-04-28\|35.59\|-0.59\|35.47\|35.96\|34.55\|153278;2026-04-29\|35.67\|0.22\|35.30\|35.89\|34.80\|144984;2026-04-30\|36.40\|2.05\|36.00\|36.50\|34.93\|210646;2026-05-06\|36.60\|0.55\|36.76\|36.79\|35.78\|186879;2026-05-07\|35.70\|-2.46\|36.32\|36.40\|35.40\|178788;2026-05-08\|34.32\|-3.87\|35.35\|35.51\|34.30\|175599;2026-05-11\|34.91\|1.72\|34.34\|35.08\|33.80\|146714;2026-05-12\|33.30\|-4.61\|34.91\|34.91\|32.80\|213718;2026-05-13\|35.24\|5.83\|32.90\|35.58\|32.62\|213068;2026-05-14\|36.66\|4.03\|35.88\|37.30\|35.60\|384061;2026-05-15\|36.93\|0.74\|37.49\|38.43\|36.68\|367643;2026-05-18\|35.41\|-4.12\|37.12\|37.20\|35.12\|285354;2026-05-19\|34.81\|-1.69\|34.88\|35.26\|33.81\|220572;2026-05-20\|35.97\|3.33\|34.78\|36.99\|34.59\|276723;2026-05-21\|35.06\|-2.53\|36.30\|37.22\|35.00\|252328;2026-05-22\|36.47\|4.02\|35.06\|36.57\|35.01\|201716;2026-05-25\|35.68\|-2.17\|36.40\|36.99\|35.11\|220752;2026-05-26\|39.25\|10.01\|35.41\|39.25\|35.16\|366757;2026-05-27\|40.00\|1.91\|40.87\|42.94\|39.71\|595775;2026-05-28\|40.38\|0.95\|39.89\|40.65\|38.49\|429475;2026-05-29\|38.70\|-4.16\|40.99\|42.23\|38.44\|407259;2026-06-01\|40.88\|5.63\|39.47\|42.57\|39.47\|525097;2026-06-02\|43.41\|6.19\|42.00\|44.53\|41.01\|698121;2026-06-03\|41.65\|-4.05\|42.80\|44.49\|41.00\|676732;2026-06-04\|43.56\|4.59\|40.66\|45.50\|40.51\|648555;2026-06-05\|46.60\|6.98\|44.66\|47.92\|43.26\|743602;2026-06-08\|50.22\|7.77\|45.50\|51.26\|45.50\|1020374;2026-06-09\|52.80\|5.14\|50.60\|53.64\|49.03\|1041168;2026-06-10\|58.08\|10.00\|54.00\|58.08\|53.53\|621655;2026-06-11\|63.89\|10.00\|63.89\|63.89\|61.00\|798379;2026-06-12\|57.15\|-10.00\|63.18\|63.25\|57.15\|1130784;2026-06-15\|56.27\|-1.54\|57.10\|57.85\|52.89\|1078692;2026-06-16\|58.00\|3.07\|57.21\|61.58\|57.00\|1088290;2026-06-17\|63.80\|10.00\|57.00\|63.80\|55.14\|1140442;2026-06-18\|65.16\|2.13\|64.65\|66.99\|61.00\|1036304;2026-06-22\|70.22\|7.77\|67.00\|71.40\|65.50\|975888;2026-06-23\|66.34\|-5.53\|68.55\|73.03\|66.01\|872298;2026-06-24\|67.15\|1.22\|64.89\|68.93\|64.40\|774878;2026-06-25\|68.40\|1.86\|66.28\|70.05\|64.50\|807787;2026-06-26\|62.30\|-8.92\|69.00\|69.12\|61.56\|786073;2026-06-29\|68.53\|10.00\|62.05\|68.53\|58.61\|908881;2026-06-30\|75.38\|10.00\|71.77\|75.38\|69.54\|1020717;2026-07-01\|81.00\|7.46\|76.81\|82.92\|76.81\|1366671;2026-07-02\|82.17\|1.44\|76.81\|88.10\|73.82\|1161193;2026-07-03\|76.01\|-7.50\|82.00\|85.80\|73.95\|1066836;2026-07-06\|68.41\|-10.00\|76.88\|79.80\|68.41\|960412;2026-07-07\|65.57\|-4.15\|66.88\|68.41\|64.01\|697116;2026-07-08\|62.51\|-4.67\|65.00\|66.69\|61.00\|653744;2026-07-09\|66.20\|5.90\|63.88\|66.66\|61.63\|736761
118077	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：SK海力士大规模扩产EUV产能，拉动高端光刻胶需求；公司i线光刻胶已批量供应中芯国际等头部晶圆厂，国产替代进程提速；涨停缘由：EUV设备采购潮+国内晶圆厂扩产刚性需求+i线光刻胶客户验证通过+半导体材料自主可控政策支持；资金逻辑：主力资金大幅净流入，特大单主导买入，板块内光刻机（胶）概念当日上涨3.13%，资金聚焦卡脖子环节；风险提示：ArF/EUV级高端光刻胶尚未量产，技术壁垒高；下游晶圆厂认证周期长，放量节奏存在不确定性；原材料价格波动影响毛利率	公司i线光刻胶已向中芯国际、扬杰科技、福顺微电子等客户供货	2026-03-02\|17.69\|-2.37\|17.65\|18.03\|17.55\|508198;2026-03-03\|16.32\|-7.74\|17.63\|17.90\|16.30\|707244;2026-03-04\|16.06\|-1.59\|16.14\|16.63\|15.96\|425682;2026-03-05\|16.38\|1.99\|16.54\|16.78\|16.24\|404466;2026-03-06\|16.18\|-1.22\|16.20\|16.42\|16.16\|297775;2026-03-09\|15.69\|-3.03\|15.89\|15.89\|15.21\|490951;2026-03-10\|16.22\|3.38\|15.98\|16.24\|15.91\|319230;2026-03-11\|16.29\|0.43\|16.20\|16.54\|16.13\|365249;2026-03-12\|16.12\|-1.04\|16.23\|16.47\|16.05\|288066;2026-03-13\|16.14\|0.12\|15.98\|16.43\|15.91\|297906;2026-03-16\|16.30\|0.99\|16.03\|16.30\|15.68\|332860;2026-03-17\|15.58\|-4.42\|16.35\|16.38\|15.56\|313416;2026-03-18\|15.78\|1.28\|15.70\|15.84\|15.46\|223371;2026-03-19\|15.19\|-3.74\|15.56\|15.57\|15.09\|290747;2026-03-20\|14.81\|-2.50\|15.30\|15.45\|14.80\|269120;2026-03-23\|14.01\|-5.40\|14.52\|14.75\|13.89\|399812;2026-03-24\|14.24\|1.64\|14.33\|14.38\|13.78\|272589;2026-03-25\|14.50\|1.83\|14.41\|14.73\|14.35\|299700;2026-03-26\|14.19\|-2.14\|14.42\|14.57\|14.12\|193315;2026-03-27\|14.53\|2.40\|13.94\|14.64\|13.90\|253261;2026-03-30\|14.50\|-0.21\|14.28\|14.54\|14.21\|178134;2026-03-31\|14.16\|-2.34\|14.40\|14.55\|14.12\|198356;2026-04-01\|14.50\|2.40\|14.50\|14.60\|14.36\|229618;2026-04-02\|14.04\|-3.17\|14.48\|14.51\|13.95\|215569;2026-04-03\|14.00\|-0.28\|14.08\|14.19\|13.99\|172340;2026-04-07\|14.36\|2.57\|14.09\|14.40\|14.09\|217171;2026-04-08\|15.08\|5.01\|14.72\|15.08\|14.67\|350674;2026-04-09\|14.90\|-1.19\|14.93\|15.21\|14.80\|288199;2026-04-10\|14.89\|-0.07\|15.10\|15.18\|14.87\|258788;2026-04-13\|14.86\|-0.20\|14.81\|15.02\|14.75\|209532;2026-04-14\|15.08\|1.48\|15.20\|15.24\|14.91\|267272;2026-04-15\|14.76\|-2.12\|15.15\|15.19\|14.72\|242913;2026-04-16\|15.06\|2.03\|14.78\|15.11\|14.74\|257247;2026-04-17\|15.35\|1.93\|15.04\|15.39\|14.98\|371500;2026-04-20\|15.62\|1.76\|15.41\|15.74\|15.26\|419222;2026-04-21\|15.70\|0.51\|15.70\|15.84\|15.46\|368029;2026-04-22\|15.76\|0.38\|15.77\|15.97\|15.56\|374393;2026-04-23\|15.61\|-0.95\|15.96\|16.16\|15.53\|482522;2026-04-24\|15.61\|0.00\|15.49\|15.74\|15.40\|361202;2026-04-27\|15.96\|2.24\|15.67\|16.22\|15.66\|599161;2026-04-28\|14.67\|-8.08\|15.08\|15.08\|14.25\|747263;2026-04-29\|14.81\|0.95\|14.57\|14.97\|14.52\|380068;2026-04-30\|14.42\|-2.63\|14.77\|15.01\|14.33\|485643;2026-05-06\|15.26\|5.83\|14.71\|15.54\|14.71\|605058;2026-05-07\|15.70\|2.88\|15.35\|15.74\|15.12\|428190;2026-05-08\|15.32\|-2.42\|15.49\|15.57\|15.23\|376291;2026-05-11\|15.84\|3.39\|15.54\|16.02\|15.46\|517731;2026-05-12\|15.62\|-1.39\|15.83\|15.83\|15.45\|382081;2026-05-13\|16.20\|3.71\|15.48\|16.28\|15.37\|551956;2026-05-14\|15.92\|-1.73\|16.28\|16.47\|15.92\|588436;2026-05-15\|16.27\|2.20\|16.43\|16.87\|16.08\|841386;2026-05-18\|16.37\|0.61\|16.62\|16.78\|16.00\|783006;2026-05-19\|16.37\|0.00\|16.12\|16.45\|15.79\|685364;2026-05-20\|17.40\|6.29\|16.60\|17.43\|16.50\|1334409;2026-05-21\|16.76\|-3.68\|17.32\|17.84\|16.70\|1214060;2026-05-22\|16.79\|0.18\|16.61\|16.91\|16.30\|804686;2026-05-25\|17.88\|6.49\|16.90\|18.30\|16.68\|1283399;2026-05-26\|17.21\|-3.75\|17.69\|17.70\|16.80\|918146;2026-05-27\|16.75\|-2.67\|17.20\|17.58\|16.46\|739374;2026-05-28\|17.08\|1.97\|16.41\|17.17\|16.02\|641922;2026-05-29\|15.05\|-11.89\|17.00\|17.00\|14.85\|1004517;2026-06-01\|14.56\|-3.26\|14.99\|15.24\|14.51\|504545;2026-06-02\|14.50\|-0.41\|14.60\|14.75\|14.17\|428805;2026-06-03\|14.56\|0.41\|14.47\|15.05\|14.42\|421694;2026-06-04\|14.83\|1.85\|14.37\|15.04\|14.25\|393790;2026-06-05\|14.48\|2.62\|14.10\|15.14\|13.30\|728588;2026-06-08\|13.80\|-4.70\|13.90\|14.39\|13.69\|465585;2026-06-09\|14.98\|8.55\|14.07\|15.02\|13.88\|724092;2026-06-10\|15.18\|1.34\|14.76\|15.28\|14.67\|729562;2026-06-11\|16.04\|5.67\|15.18\|16.38\|15.05\|1143496;2026-06-12\|15.01\|-6.42\|16.64\|16.65\|14.88\|1226487;2026-06-15\|15.67\|4.40\|15.22\|15.73\|14.88\|676357;2026-06-16\|16.16\|3.13\|15.54\|16.83\|15.52\|927219;2026-06-17\|16.62\|2.85\|15.81\|16.65\|15.81\|895279;2026-06-18\|16.41\|-1.26\|16.66\|17.15\|16.28\|914857;2026-06-22\|17.07\|4.02\|16.62\|17.22\|16.52\|1105983;2026-06-23\|17.16\|0.53\|17.41\|17.80\|16.87\|1203852;2026-06-24\|18.08\|5.36\|16.85\|18.27\|16.61\|1438779;2026-06-25\|17.77\|-1.71\|18.15\|18.25\|17.27\|1205180;2026-06-26\|18.53\|4.28\|17.68\|19.16\|17.55\|1696978;2026-06-29\|19.42\|4.80\|18.92\|20.85\|18.36\|2111583;2026-06-30\|21.42\|10.30\|19.82\|21.52\|19.20\|1967862;2026-07-01\|20.71\|-3.31\|20.98\|22.46\|20.52\|1991777;2026-07-02\|21.93\|5.89\|20.14\|23.22\|19.00\|2108101;2026-07-03\|19.17\|-12.59\|21.40\|21.70\|19.16\|1855801;2026-07-06\|18.27\|-4.69\|19.18\|19.35\|17.95\|1181104;2026-07-07\|18.36\|0.49\|18.24\|18.70\|17.87\|815510;2026-07-08\|17.65\|-3.87\|18.19\|18.39\|16.83\|884963;2026-07-09\|18.96\|7.42\|18.01\|19.05\|17.77\|1007516
118076	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：光刻机（胶）板块集体走强，安集科技作为CMP抛光液及光刻胶去除剂国产龙头获资金聚焦；涨停缘由：SK海力士300亿美元EUV光刻机扩产计划带动上游材料需求；公司抛光液市占率持续提升，‘3+1’平台打开放量空间；近期入选科创板50成份股并获多家机构上调目标价至294元；资金逻辑：主力资金连续多日净流入，6月29日股价大涨11.05%，创阶段新高，融资余额快速攀升，特大单与大单合计净流入占比超16%；风险提示：估值处于高位（动态市盈率75.93），短期涨幅较大存在技术性回调压力；日元大幅贬值或加剧进口原材料成本波动	公司是国产集成电路CMP抛光液和光刻胶去除剂龙头之一	2026-03-02\|264.00\|-1.67\|261.58\|270.55\|261.10\|32209;2026-03-03\|249.33\|-5.56\|263.88\|267.48\|246.98\|46641;2026-03-04\|247.50\|-0.73\|250.53\|255.45\|245.05\|31303;2026-03-05\|249.00\|0.61\|253.00\|254.70\|246.50\|24211;2026-03-06\|247.30\|-0.68\|248.00\|250.88\|247.00\|16537;2026-03-09\|244.92\|-0.96\|242.01\|245.77\|234.00\|28815;2026-03-10\|249.30\|1.79\|248.00\|252.00\|244.03\|22901;2026-03-11\|245.76\|-1.42\|247.00\|250.94\|244.44\|24000;2026-03-12\|243.70\|-0.84\|247.00\|248.29\|241.01\|17445;2026-03-13\|236.78\|-2.84\|241.20\|244.46\|236.15\|30834;2026-03-16\|240.55\|1.59\|236.78\|241.97\|229.30\|33009;2026-03-17\|234.66\|-2.45\|241.20\|243.41\|234.51\|20401;2026-03-18\|243.80\|3.90\|239.35\|245.28\|235.03\|27169;2026-03-19\|233.36\|-4.28\|239.00\|239.90\|232.10\|31059;2026-03-20\|232.28\|-0.46\|234.02\|237.97\|232.28\|25439;2026-03-23\|219.46\|-5.52\|227.00\|230.00\|218.78\|34207;2026-03-24\|229.18\|4.43\|223.86\|229.72\|218.70\|36116;2026-03-25\|235.22\|2.64\|232.00\|240.73\|230.00\|28662;2026-03-26\|229.99\|-2.22\|235.87\|236.47\|228.03\|19910;2026-03-27\|247.10\|7.44\|234.00\|250.58\|233.67\|47119;2026-03-30\|258.44\|4.59\|244.44\|260.88\|242.61\|56816;2026-03-31\|250.68\|-3.00\|254.64\|258.35\|248.88\|31303;2026-04-01\|253.50\|1.12\|258.49\|259.86\|251.80\|23966;2026-04-02\|250.26\|-1.28\|253.51\|257.33\|247.00\|19323;2026-04-03\|254.10\|1.53\|251.90\|257.67\|249.51\|22403;2026-04-07\|252.57\|-0.60\|254.07\|258.49\|252.20\|14420;2026-04-08\|268.10\|6.15\|260.18\|268.55\|256.32\|33076;2026-04-09\|268.72\|0.23\|265.00\|272.00\|262.03\|26662;2026-04-10\|265.27\|-1.28\|269.90\|273.66\|264.40\|24182;2026-04-13\|255.28\|-3.77\|263.20\|265.00\|254.08\|28867;2026-04-14\|261.80\|2.55\|258.80\|266.60\|257.90\|25277;2026-04-15\|251.85\|-3.80\|267.00\|268.33\|251.06\|30859;2026-04-16\|253.45\|0.64\|252.11\|254.66\|248.48\|35704;2026-04-17\|245.00\|-3.33\|254.00\|254.60\|244.10\|35148;2026-04-20\|246.29\|0.53\|245.03\|248.60\|240.50\|41038;2026-04-21\|245.41\|-0.36\|248.00\|248.58\|241.01\|28381;2026-04-22\|248.81\|1.39\|245.00\|249.68\|243.62\|34736;2026-04-23\|244.77\|-1.62\|250.70\|252.48\|240.05\|38248;2026-04-24\|246.12\|0.55\|244.77\|249.49\|241.60\|38814;2026-04-27\|256.20\|4.10\|249.24\|260.00\|246.33\|53025;2026-04-28\|257.90\|0.66\|254.20\|264.40\|246.81\|56272;2026-04-29\|244.94\|-5.03\|246.50\|249.00\|230.13\|115633;2026-04-30\|250.20\|2.15\|243.50\|254.98\|241.80\|67326;2026-05-06\|259.85\|3.86\|260.00\|271.63\|255.20\|73751;2026-05-07\|266.01\|2.37\|262.99\|266.99\|257.33\|54170;2026-05-08\|256.00\|-3.76\|261.62\|261.68\|252.26\|47635;2026-05-11\|270.20\|5.55\|260.86\|276.88\|260.86\|68773;2026-05-12\|271.50\|0.48\|270.10\|274.34\|263.44\|59137;2026-05-13\|287.00\|5.71\|269.00\|290.13\|268.03\|77765;2026-05-14\|271.00\|-5.57\|289.99\|290.00\|270.34\|75135;2026-05-15\|276.80\|2.14\|269.00\|290.05\|259.19\|87326;2026-05-18\|288.56\|4.25\|283.82\|303.88\|283.65\|85227;2026-05-19\|304.00\|5.35\|286.00\|305.88\|278.10\|85089;2026-05-20\|323.84\|6.53\|303.00\|330.44\|302.10\|98333;2026-05-21\|304.79\|-5.88\|328.00\|344.20\|303.77\|118442;2026-05-22\|311.19\|2.10\|309.00\|314.80\|296.08\|84235;2026-05-25\|329.22\|5.79\|311.00\|344.02\|301.21\|93307;2026-05-26\|339.30\|3.06\|335.72\|339.59\|316.20\|80746;2026-05-27\|312.88\|-7.79\|338.00\|348.50\|312.50\|87756;2026-05-28\|303.00\|-3.16\|309.00\|311.00\|294.53\|89091;2026-05-29\|284.23\|-6.19\|303.75\|305.80\|281.03\|79429;2026-06-01\|268.00\|-5.71\|286.66\|288.29\|267.20\|64769;2026-06-02\|274.18\|2.31\|271.00\|280.89\|267.33\|57545;2026-06-03\|279.00\|1.76\|275.00\|287.77\|273.02\|61620;2026-06-04\|282.59\|1.29\|270.70\|285.78\|270.12\|54294;2026-06-05\|273.00\|-3.39\|278.60\|288.28\|271.50\|56426;2026-06-08\|259.78\|-4.84\|255.00\|268.24\|255.00\|50782;2026-06-09\|279.26\|7.50\|264.97\|281.65\|263.00\|58730;2026-06-10\|216.40\|0.92\|210.16\|221.00\|210.13\|77862;2026-06-11\|230.45\|6.49\|214.20\|232.95\|214.15\|126595;2026-06-12\|225.00\|-2.36\|240.30\|244.20\|223.00\|137984;2026-06-15\|233.67\|3.85\|225.00\|233.80\|220.66\|94777;2026-06-16\|232.88\|-0.34\|235.33\|238.80\|227.24\|102308;2026-06-17\|245.62\|5.47\|228.00\|245.62\|226.45\|111639;2026-06-18\|245.99\|0.15\|244.42\|250.68\|242.50\|101733;2026-06-22\|257.20\|4.56\|251.19\|259.22\|243.32\|110214;2026-06-23\|246.10\|-4.32\|254.99\|255.84\|241.80\|90330;2026-06-24\|264.30\|7.40\|243.23\|268.78\|239.86\|125232;2026-06-25\|268.55\|1.61\|270.00\|272.80\|257.57\|114061;2026-06-26\|274.48\|2.21\|262.31\|281.00\|258.80\|116283;2026-06-29\|304.80\|11.05\|282.80\|309.80\|280.18\|154961;2026-06-30\|339.46\|11.37\|306.37\|339.98\|303.02\|134868;2026-07-01\|322.60\|-4.97\|326.22\|366.00\|317.21\|167335;2026-07-02\|301.40\|-6.57\|308.00\|322.00\|290.17\|130838;2026-07-03\|284.31\|-5.67\|295.00\|301.98\|277.30\|126708;2026-07-06\|289.35\|1.77\|291.80\|303.90\|281.82\|116994;2026-07-07\|300.02\|3.69\|283.46\|306.70\|283.00\|94475;2026-07-08\|316.09\|5.36\|300.90\|323.80\|284.24\|12008099;2026-07-09\|343.90\|8.80\|326.03\|346.50\|309.00\|13514402
118075	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	太空光伏+铜浆量产+半导体掩模行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2026年1月20日互动易，公司高性能导电浆料已用于商用卫星太阳翼并切入卫星通信组件，乘“太空光伏”概念东风。 2、据2025年10月31日机构调研，公司光伏导电浆料市占率近35%，N型占比96%，铜浆已小规模出货，推动“减银-替银-无银”技术路线。 3、据2026年1月31日公告，公司拟3.5亿元收购韩国SKE空白掩模业务，布局半导体关键材料，交割时间拟定2026年3月31日。	公司空白掩膜版产品已通过SK海力士、TMC、迪思微、中微掩模等国内外半导体客户的量产验证	2026-03-02\|100.59\|-4.31\|103.00\|106.02\|99.91\|138007;2026-03-03\|92.30\|-8.24\|98.88\|101.37\|91.87\|142407;2026-03-04\|90.08\|-2.41\|90.98\|94.14\|89.20\|103386;2026-03-05\|90.20\|0.13\|93.00\|93.68\|89.50\|100560;2026-03-06\|89.41\|-0.88\|89.88\|90.73\|87.80\|83761;2026-03-09\|88.14\|-1.42\|85.16\|89.25\|81.35\|126683;2026-03-10\|93.94\|6.58\|90.50\|93.98\|90.05\|125832;2026-03-11\|91.88\|-2.19\|94.00\|94.93\|91.31\|82183;2026-03-12\|89.80\|-2.26\|91.71\|92.25\|87.35\|80676;2026-03-13\|88.18\|-1.80\|91.66\|92.65\|88.00\|83840;2026-03-16\|87.35\|-0.94\|87.56\|88.89\|84.39\|74851;2026-03-17\|83.46\|-4.45\|88.98\|89.30\|83.00\|63953;2026-03-18\|85.40\|2.32\|84.38\|86.45\|83.20\|59162;2026-03-19\|82.70\|-3.16\|83.11\|84.99\|81.83\|61099;2026-03-20\|82.51\|-0.23\|84.00\|86.58\|81.84\|106779;2026-03-23\|81.79\|-0.87\|80.00\|84.75\|79.79\|78394;2026-03-24\|80.38\|-1.72\|83.90\|83.90\|75.47\|113637;2026-03-25\|83.20\|3.51\|82.00\|84.84\|81.08\|90210;2026-03-26\|81.80\|-1.68\|83.00\|84.27\|80.58\|53120;2026-03-27\|87.99\|7.57\|80.80\|89.97\|80.11\|130058;2026-03-30\|86.05\|-2.20\|87.00\|87.98\|84.48\|74168;2026-03-31\|82.74\|-3.85\|85.30\|86.83\|82.74\|57164;2026-04-01\|87.26\|5.46\|85.97\|87.69\|83.98\|106435;2026-04-02\|83.02\|-4.86\|86.93\|87.00\|82.52\|66185;2026-04-03\|82.01\|-1.22\|83.85\|85.50\|81.88\|55482;2026-04-07\|80.77\|-1.51\|82.22\|83.77\|80.68\|43573;2026-04-08\|87.60\|8.46\|84.55\|87.85\|83.51\|98628;2026-04-09\|87.06\|-0.62\|85.82\|88.98\|85.37\|66622;2026-04-10\|92.38\|6.11\|88.05\|94.46\|86.46\|149889;2026-04-13\|92.00\|-0.41\|91.00\|92.60\|90.12\|100987;2026-04-14\|90.69\|-1.42\|92.41\|95.29\|89.29\|110735;2026-04-15\|92.49\|1.98\|92.33\|94.80\|91.60\|123473;2026-04-16\|95.80\|3.58\|92.90\|96.87\|91.00\|117679;2026-04-17\|97.70\|1.98\|94.29\|99.70\|94.22\|91081;2026-04-20\|96.37\|-1.36\|97.75\|98.89\|94.41\|93310;2026-04-21\|97.83\|1.51\|97.13\|99.22\|95.76\|79068;2026-04-22\|94.02\|-3.89\|96.90\|101.36\|94.00\|151746;2026-04-23\|90.87\|-3.35\|96.00\|97.99\|85.95\|217903;2026-04-24\|93.70\|3.11\|91.08\|96.12\|89.02\|118437;2026-04-27\|99.91\|6.63\|94.00\|102.68\|93.94\|174961;2026-04-28\|101.69\|1.78\|101.00\|103.51\|98.00\|138721;2026-04-29\|101.67\|-0.02\|103.06\|105.88\|95.70\|216567;2026-04-30\|102.97\|1.28\|101.66\|106.00\|100.33\|130915;2026-05-06\|110.50\|7.31\|103.00\|111.50\|101.93\|159576;2026-05-07\|113.05\|2.31\|109.90\|114.47\|109.00\|113535;2026-05-08\|110.96\|-1.85\|111.00\|112.35\|108.02\|112504;2026-05-11\|112.80\|1.66\|113.00\|115.61\|110.01\|112343;2026-05-12\|113.80\|0.89\|114.78\|116.57\|111.00\|117861;2026-05-13\|112.06\|-1.53\|111.00\|114.98\|108.60\|113670;2026-05-14\|114.02\|1.75\|112.50\|117.50\|111.09\|128397;2026-05-15\|111.45\|-2.25\|114.03\|116.46\|107.01\|117283;2026-05-18\|111.00\|-0.40\|111.88\|115.40\|109.80\|93944;2026-05-19\|111.05\|0.04\|111.38\|111.98\|105.86\|96867;2026-05-20\|116.20\|4.64\|110.88\|118.77\|109.44\|129364;2026-05-21\|109.00\|-6.20\|117.50\|121.44\|108.00\|158645;2026-05-22\|108.70\|-0.28\|110.00\|111.87\|106.84\|137382;2026-05-25\|114.44\|5.28\|110.00\|114.88\|102.00\|167136;2026-05-26\|108.88\|-4.86\|116.66\|119.00\|106.68\|137102;2026-05-27\|101.50\|-6.78\|109.21\|109.90\|101.18\|133418;2026-05-28\|100.76\|-0.73\|101.23\|102.44\|99.00\|104788;2026-05-29\|91.80\|-8.89\|100.00\|101.89\|91.19\|172176;2026-06-01\|87.88\|-4.27\|91.06\|93.48\|87.77\|118497;2026-06-02\|87.70\|-0.20\|88.53\|89.66\|85.22\|85237;2026-06-03\|87.39\|-0.35\|88.00\|90.00\|86.00\|89571;2026-06-04\|90.38\|3.42\|86.21\|91.72\|85.05\|137272;2026-06-05\|87.66\|-3.01\|89.00\|91.32\|86.06\|108239;2026-06-08\|80.69\|-7.95\|83.00\|86.43\|79.00\|134526;2026-06-09\|86.30\|6.95\|82.32\|86.88\|81.04\|105270;2026-06-10\|86.80\|0.58\|85.00\|89.09\|85.00\|122437;2026-06-11\|93.21\|7.38\|86.69\|96.69\|86.30\|215992;2026-06-12\|89.81\|-3.65\|94.98\|96.24\|89.00\|218269;2026-06-15\|91.50\|1.88\|90.00\|92.38\|86.28\|160510;2026-06-16\|95.85\|4.75\|92.00\|97.30\|90.58\|171513;2026-06-17\|96.00\|0.16\|94.55\|97.98\|93.51\|157137;2026-06-18\|98.58\|3.13\|95.20\|100.53\|95.10\|140041;2026-06-22\|97.92\|-0.67\|98.58\|100.88\|95.74\|161030;2026-06-23\|94.42\|-3.57\|98.36\|98.68\|94.00\|134687;2026-06-24\|96.39\|2.09\|94.20\|97.27\|91.57\|141672;2026-06-25\|93.66\|-2.83\|97.28\|97.30\|90.80\|148705;2026-06-26\|94.98\|1.41\|93.00\|98.35\|91.66\|167854;2026-06-29\|110.70\|16.55\|102.00\|112.43\|101.16\|313055;2026-06-30\|132.70\|19.87\|113.80\|132.83\|109.00\|373281;2026-07-01\|130.80\|-1.43\|129.59\|135.76\|126.00\|313218;2026-07-02\|122.20\|-6.57\|122.88\|130.68\|118.46\|224264;2026-07-03\|115.05\|-5.85\|121.23\|123.00\|113.00\|204365;2026-07-06\|115.04\|-0.01\|116.51\|119.65\|107.61\|207845;2026-07-07\|110.78\|-3.70\|113.22\|117.12\|110.00\|147472;2026-07-08\|108.00\|-2.51\|111.50\|112.98\|103.61\|17144433;2026-07-09\|111.61\|3.34\|110.00\|111.86\|104.18\|18809135
118074	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：全球哌嗪衍生物主要供应商，一季度净利润同比增长22.98%，受益于GLP-1类减肥药放量带动上游中间体需求爆发及出口订单高增长；涨停缘由：占据全球哌嗪衍生物约65%市场份额；核心客户覆盖诺和诺德、礼来等跨国药企；2026年Q1出口收入同比增长31.6%，GLP-1相关中间体订单饱满；新建年产500吨哌嗪衍生物产线于2026年3月投产；资金逻辑：主力资金净流入显著，医药中间体板块4月28日领涨化工子行业，机构调研关注度环比提升52%，技术面突破平台整理区间；风险提示：药品研发失败或审批延迟影响下游需求；单一产品依赖度较高；环保监管趋严增加合规成本	公司产品N-羟乙基哌嗪及N,N-二甲基丙酰胺是东进公司生产光刻胶剥离液的必备原材料，后者为全球主要湿电子化工品供应商	2026-03-02\|29.85\|-2.58\|30.63\|31.28\|29.60\|20606;2026-03-03\|28.49\|-4.56\|29.99\|30.10\|28.49\|21049;2026-03-04\|28.81\|1.12\|28.50\|29.00\|28.26\|13810;2026-03-05\|29.10\|1.01\|29.31\|29.88\|28.93\|7896;2026-03-06\|30.12\|3.51\|29.50\|30.14\|29.11\|9938;2026-03-09\|29.93\|-0.63\|29.96\|30.30\|29.21\|10775;2026-03-10\|30.30\|1.24\|29.68\|30.45\|29.68\|11488;2026-03-11\|30.71\|1.35\|30.47\|30.90\|30.00\|21518;2026-03-12\|30.16\|-1.79\|31.00\|31.20\|29.96\|15356;2026-03-13\|29.75\|-1.36\|30.16\|30.66\|29.51\|10590;2026-03-16\|29.52\|-0.77\|29.87\|30.33\|29.26\|8970;2026-03-17\|28.80\|-2.44\|29.66\|29.84\|28.70\|10491;2026-03-18\|29.05\|0.87\|28.94\|29.20\|28.51\|11602;2026-03-19\|28.02\|-3.55\|28.76\|29.01\|27.80\|8458;2026-03-20\|27.01\|-3.60\|28.24\|28.26\|27.00\|10499;2026-03-23\|25.60\|-5.22\|26.85\|26.93\|25.40\|12286;2026-03-24\|26.60\|3.91\|26.48\|26.66\|25.61\|9698;2026-03-25\|26.79\|0.71\|26.73\|27.31\|26.17\|7937;2026-03-26\|26.65\|-0.52\|27.45\|27.85\|26.46\|12835;2026-03-27\|27.16\|1.91\|26.31\|27.18\|26.31\|12745;2026-03-30\|27.10\|-0.22\|26.57\|27.53\|26.57\|6942;2026-03-31\|25.27\|-6.75\|26.98\|27.11\|25.16\|21877;2026-04-01\|25.97\|2.77\|25.73\|26.16\|25.60\|16532;2026-04-02\|26.10\|0.50\|25.91\|26.24\|25.51\|11165;2026-04-03\|25.99\|-0.42\|26.10\|26.49\|25.80\|11204;2026-04-07\|26.61\|2.39\|26.00\|26.65\|25.75\|11959;2026-04-08\|27.34\|2.74\|26.77\|27.45\|26.77\|9702;2026-04-09\|26.43\|-3.33\|27.30\|27.30\|26.27\|8903;2026-04-10\|26.42\|-0.04\|26.71\|26.78\|26.19\|9021;2026-04-13\|26.03\|-1.48\|26.51\|26.52\|25.86\|7742;2026-04-14\|26.20\|0.65\|26.13\|26.46\|25.65\|14873;2026-04-15\|25.84\|-1.37\|26.37\|26.50\|25.78\|9955;2026-04-16\|26.97\|4.37\|25.90\|27.55\|25.75\|21165;2026-04-17\|27.09\|0.44\|26.93\|27.32\|26.40\|11720;2026-04-20\|27.59\|1.85\|27.09\|27.69\|27.08\|10321;2026-04-21\|28.03\|1.59\|27.63\|28.60\|27.50\|14412;2026-04-22\|27.81\|-0.78\|27.98\|28.18\|27.78\|7466;2026-04-23\|27.63\|-0.65\|27.80\|28.72\|27.27\|19069;2026-04-24\|28.13\|1.81\|27.54\|28.48\|27.19\|11181;2026-04-27\|28.17\|0.14\|28.17\|28.32\|27.87\|7376;2026-04-28\|30.99\|10.01\|28.22\|30.99\|28.22\|74449;2026-04-29\|29.20\|-5.78\|30.69\|30.69\|29.20\|69216;2026-04-30\|28.71\|-0.83\|29.16\|29.20\|28.66\|30593;2026-05-06\|29.32\|2.12\|28.99\|29.50\|28.70\|38378;2026-05-07\|29.86\|1.84\|29.45\|30.23\|29.05\|41948;2026-05-08\|30.02\|0.54\|29.89\|30.65\|29.80\|26092;2026-05-11\|30.95\|3.10\|30.28\|31.10\|30.06\|34596;2026-05-12\|29.87\|-3.49\|30.88\|30.94\|29.66\|21040;2026-05-13\|29.66\|-0.70\|29.88\|30.15\|29.50\|15448;2026-05-14\|29.38\|-0.94\|29.73\|29.85\|29.03\|18455;2026-05-15\|29.51\|0.44\|29.58\|30.47\|29.36\|18774;2026-05-18\|30.00\|1.66\|29.51\|30.21\|29.35\|20674;2026-05-19\|29.84\|-0.53\|29.96\|30.19\|29.51\|14874;2026-05-20\|29.41\|-1.44\|29.87\|29.92\|28.30\|16770;2026-05-21\|28.04\|-4.66\|29.65\|30.00\|27.39\|23585;2026-05-22\|28.54\|1.78\|28.20\|28.65\|27.84\|14351;2026-05-25\|27.42\|-3.92\|28.53\|28.75\|27.03\|17794;2026-05-26\|27.00\|-1.53\|27.60\|27.60\|26.57\|14418;2026-05-27\|26.36\|-2.37\|26.99\|27.08\|26.02\|12418;2026-05-28\|26.46\|0.38\|26.25\|26.80\|26.06\|13100;2026-05-29\|25.84\|-2.34\|26.45\|26.98\|25.60\|11726;2026-06-01\|25.90\|0.23\|25.74\|26.23\|25.20\|15559;2026-06-02\|25.21\|-2.66\|25.90\|26.08\|25.04\|11982;2026-06-03\|24.94\|-1.07\|25.29\|25.36\|24.71\|12305;2026-06-04\|24.71\|-0.92\|24.95\|25.15\|24.50\|11204;2026-06-05\|25.26\|2.23\|24.72\|25.69\|24.43\|14733;2026-06-08\|23.88\|-5.46\|24.95\|25.14\|23.50\|15786;2026-06-09\|23.90\|0.08\|23.93\|24.38\|23.51\|10416;2026-06-10\|24.33\|1.80\|24.01\|24.78\|23.56\|19735;2026-06-11\|24.01\|-1.32\|24.18\|24.60\|23.64\|10084;2026-06-12\|24.55\|2.25\|24.06\|24.83\|23.92\|12270;2026-06-15\|25.20\|2.65\|25.50\|25.86\|24.47\|18649;2026-06-16\|26.05\|3.37\|25.50\|26.23\|24.54\|16303;2026-06-17\|25.41\|-2.46\|25.85\|26.15\|25.20\|18372;2026-06-18\|24.75\|-2.60\|25.45\|25.45\|24.63\|16645;2026-06-22\|24.61\|-0.57\|24.50\|24.94\|23.67\|17235;2026-06-23\|25.44\|3.37\|24.30\|26.26\|24.30\|21933;2026-06-24\|25.30\|-0.55\|25.47\|26.91\|24.71\|23330;2026-06-25\|24.50\|-3.16\|25.50\|25.50\|24.25\|16203;2026-06-26\|23.23\|-5.18\|24.17\|24.30\|23.16\|21768;2026-06-29\|23.49\|1.12\|23.65\|24.39\|22.90\|22098;2026-06-30\|25.84\|10.00\|23.49\|25.84\|23.11\|30199;2026-07-01\|27.22\|5.34\|25.72\|28.36\|25.60\|63592;2026-07-02\|28.36\|4.19\|27.08\|28.85\|26.62\|54565;2026-07-03\|27.20\|-4.09\|27.85\|28.05\|25.90\|54340;2026-07-06\|25.87\|-4.89\|26.90\|27.25\|25.82\|33882;2026-07-07\|25.95\|0.31\|25.80\|27.38\|25.12\|42143;2026-07-08\|24.59\|-5.24\|25.66\|26.28\|24.53\|28220;2026-07-09\|24.29\|-1.22\|24.95\|24.95\|23.61\|22112
118073	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：国内半导体光刻胶用酚醛树脂核心供应商，产品已批量应用于KrF光刻胶，直接受益海外大厂EUV设备采购潮；涨停缘由：SK海力士300亿美元扩产计划拉动EUV及配套光刻胶需求；公司酚醛树脂为光刻胶关键成膜树脂；国产替代加速验证；资金逻辑：资金沿半导体设备→材料→上游化学品传导，酚醛树脂作为细分隐形冠军获资金挖掘；风险提示：光刻胶树脂业务占比较小，当前业绩贡献有限，短期更多为题材驱动	公司已研发成功半导体光刻胶用酚醛树脂、特种半导体封装用酚醛树脂等一批特种有机合成功能新材料	2026-03-02\|15.97\|-2.92\|15.96\|16.41\|15.79\|48840;2026-03-03\|15.54\|-2.69\|15.99\|16.46\|15.51\|69354;2026-03-04\|15.27\|-1.74\|15.40\|15.63\|15.20\|47609;2026-03-05\|15.61\|2.23\|15.56\|15.75\|15.48\|35101;2026-03-06\|15.71\|0.64\|15.56\|15.75\|15.51\|25210;2026-03-09\|15.73\|0.13\|15.71\|15.87\|15.48\|41908;2026-03-10\|16.09\|2.29\|15.74\|16.15\|15.74\|34030;2026-03-11\|15.93\|-0.99\|16.11\|16.20\|15.89\|30663;2026-03-12\|15.73\|-1.26\|15.97\|16.03\|15.71\|28076;2026-03-13\|15.63\|-0.64\|15.73\|15.85\|15.60\|27162;2026-03-16\|15.59\|-0.26\|15.59\|15.72\|15.35\|26891;2026-03-17\|15.00\|-3.78\|15.59\|15.69\|15.00\|38003;2026-03-18\|15.24\|1.60\|15.00\|15.24\|14.84\|31248;2026-03-19\|14.90\|-2.23\|15.06\|15.16\|14.84\|28329;2026-03-20\|14.65\|-1.68\|14.88\|15.26\|14.65\|39958;2026-03-23\|13.77\|-6.01\|14.40\|14.56\|13.63\|47087;2026-03-24\|14.29\|3.78\|13.98\|14.31\|13.86\|42070;2026-03-25\|14.42\|0.91\|14.60\|14.60\|14.32\|24534;2026-03-26\|14.22\|-1.39\|14.40\|14.58\|14.15\|23379;2026-03-27\|14.45\|1.62\|14.10\|14.55\|13.98\|25643;2026-03-30\|14.54\|0.62\|14.33\|14.58\|14.22\|25702;2026-03-31\|14.30\|-1.65\|14.55\|14.61\|14.28\|24562;2026-04-01\|14.45\|1.05\|14.42\|14.58\|14.36\|21036;2026-04-02\|14.22\|-1.59\|14.45\|14.53\|14.10\|20465;2026-04-03\|14.18\|-0.28\|14.23\|14.30\|14.06\|19966;2026-04-07\|14.79\|4.30\|14.37\|14.89\|14.20\|47489;2026-04-08\|14.98\|1.28\|14.88\|15.07\|14.80\|45740;2026-04-09\|14.96\|-0.13\|14.89\|15.16\|14.85\|30959;2026-04-10\|14.96\|0.00\|14.97\|15.15\|14.92\|26688;2026-04-13\|14.88\|-0.53\|14.90\|14.98\|14.72\|25934;2026-04-14\|14.95\|0.47\|14.88\|15.03\|14.77\|26855;2026-04-15\|14.71\|-1.61\|14.95\|15.00\|14.70\|25328;2026-04-16\|14.85\|0.95\|14.71\|14.89\|14.61\|26957;2026-04-17\|15.28\|2.90\|15.50\|15.59\|15.00\|104479;2026-04-20\|15.49\|1.37\|15.24\|15.51\|15.08\|70268;2026-04-21\|15.44\|-0.32\|15.55\|15.59\|15.33\|37381;2026-04-22\|15.61\|1.10\|15.40\|15.73\|15.35\|44266;2026-04-23\|15.75\|0.90\|16.07\|16.07\|15.63\|82240;2026-04-24\|15.61\|-0.89\|15.59\|15.84\|15.43\|51486;2026-04-27\|15.73\|0.77\|15.69\|15.88\|15.33\|49429;2026-04-28\|15.48\|-1.59\|15.60\|15.74\|15.43\|36093;2026-04-29\|15.90\|2.71\|15.79\|16.05\|15.66\|62666;2026-04-30\|15.95\|0.31\|15.75\|16.08\|15.70\|43370;2026-05-06\|16.23\|1.76\|16.01\|16.29\|15.97\|56378;2026-05-07\|16.18\|-0.31\|16.22\|16.39\|16.11\|37800;2026-05-08\|16.18\|0.00\|16.15\|16.23\|16.02\|36159;2026-05-11\|16.26\|0.49\|16.18\|16.33\|16.06\|47839;2026-05-12\|16.07\|-1.17\|16.18\|16.23\|15.91\|37972;2026-05-13\|16.46\|2.43\|16.00\|16.68\|15.96\|64694;2026-05-14\|16.52\|0.36\|16.46\|16.78\|16.32\|66366;2026-05-15\|16.92\|2.42\|16.52\|17.12\|16.52\|92295;2026-05-18\|16.66\|-1.54\|16.71\|16.88\|16.32\|69112;2026-05-19\|16.75\|0.54\|16.61\|16.93\|16.43\|48270;2026-05-20\|16.73\|-0.12\|16.71\|16.82\|16.47\|43605;2026-05-21\|15.89\|-5.02\|16.75\|16.77\|15.84\|67221;2026-05-22\|16.55\|4.15\|15.90\|16.65\|15.87\|64008;2026-05-25\|16.36\|-1.15\|16.58\|16.65\|16.25\|43769;2026-05-26\|16.03\|-2.02\|16.30\|16.31\|15.86\|45617;2026-05-27\|15.80\|-1.43\|16.00\|16.18\|15.64\|45235;2026-05-28\|16.24\|2.78\|15.58\|16.35\|15.51\|49500;2026-05-29\|15.32\|-5.67\|16.21\|16.25\|15.26\|53012;2026-06-01\|15.53\|1.37\|15.29\|15.73\|15.27\|38046;2026-06-02\|15.14\|-2.51\|15.52\|15.68\|15.03\|33933;2026-06-03\|15.18\|0.26\|15.13\|15.46\|14.96\|37665;2026-06-04\|14.74\|-2.90\|14.91\|15.19\|14.59\|43003;2026-06-05\|14.94\|1.36\|14.62\|15.22\|14.30\|49869;2026-06-08\|14.34\|-4.02\|14.59\|15.10\|14.08\|40121;2026-06-09\|14.97\|4.39\|14.77\|15.36\|14.47\|83755;2026-06-10\|15.34\|2.47\|14.81\|15.55\|14.80\|73676;2026-06-11\|15.01\|-2.15\|15.10\|15.33\|14.74\|54413;2026-06-12\|15.09\|0.53\|15.28\|15.48\|14.85\|50802;2026-06-15\|15.45\|2.39\|15.02\|15.64\|15.01\|48465;2026-06-16\|15.52\|0.45\|15.40\|15.70\|15.22\|44173;2026-06-17\|15.24\|-1.80\|15.45\|15.59\|15.08\|46560;2026-06-18\|11.40\|-1.98\|11.46\|11.62\|11.20\|70267;2026-06-22\|12.18\|6.84\|11.51\|12.19\|11.37\|145759;2026-06-23\|12.00\|-1.48\|12.19\|12.60\|11.93\|112788;2026-06-24\|12.08\|0.67\|12.09\|12.53\|11.82\|105988;2026-06-25\|11.12\|-7.95\|11.90\|12.30\|11.06\|140235;2026-06-26\|12.23\|9.98\|11.01\|12.23\|10.82\|120305;2026-06-29\|13.45\|9.98\|12.66\|13.45\|12.60\|170503;2026-06-30\|14.80\|10.04\|14.45\|14.80\|14.14\|130055;2026-07-01\|14.40\|-2.70\|16.25\|16.28\|14.14\|725082;2026-07-02\|15.84\|10.00\|13.42\|15.84\|12.99\|539613;2026-07-03\|14.70\|-7.20\|15.01\|15.87\|14.68\|536956;2026-07-06\|15.85\|7.82\|14.67\|16.17\|14.67\|617584;2026-07-07\|14.87\|-6.18\|14.50\|15.80\|14.27\|477814;2026-07-08\|16.36\|10.02\|14.90\|16.36\|14.81\|490311;2026-07-09\|18.00\|10.02\|17.00\|18.00\|16.35\|670688
118072	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	涨停揭秘：55GW数据中心电力缺口凸显电网精细化管理紧迫性，公司智能电表及配电仿真系统助力负荷预测与能效优化；涨停缘由：新型电力系统建设加速智能电表更新换代，公司配电智能化仿真系统切入电网调度与虚拟电厂支撑环节；资金逻辑：资金由核心设备向智能终端扩散，低价位+高股息预期吸引稳健资金布局；风险提示：行业招标节奏受政策落地影响大，毛利率偏低，海外市场拓展进展缓慢	公司业务包括智能电表、配电智能化仿真系统、电力计量智能检测系统、电力自动化仿真系统等	2026-03-02\|4.79\|-3.62\|4.90\|4.96\|4.75\|332715;2026-03-03\|4.61\|-3.76\|4.80\|4.85\|4.61\|291634;2026-03-04\|4.67\|1.30\|4.57\|4.70\|4.52\|227025;2026-03-05\|4.96\|6.21\|4.75\|5.03\|4.74\|614498;2026-03-06\|5.01\|1.01\|4.93\|5.05\|4.89\|383170;2026-03-09\|5.01\|0.00\|4.95\|5.03\|4.92\|349206;2026-03-10\|5.09\|1.60\|5.02\|5.15\|5.01\|370763;2026-03-11\|5.27\|3.54\|5.09\|5.30\|5.03\|563628;2026-03-12\|5.15\|-2.28\|5.22\|5.27\|5.10\|462302;2026-03-13\|5.16\|0.19\|5.13\|5.34\|5.11\|498860;2026-03-16\|5.07\|-1.74\|5.15\|5.20\|5.04\|375363;2026-03-17\|4.98\|-1.78\|5.14\|5.15\|4.97\|281392;2026-03-18\|5.05\|1.41\|4.97\|5.08\|4.96\|196673;2026-03-19\|4.87\|-3.56\|4.99\|5.01\|4.82\|288861;2026-03-20\|4.78\|-1.85\|4.87\|4.96\|4.77\|203486;2026-03-23\|4.48\|-6.28\|4.69\|4.77\|4.42\|304256;2026-03-24\|4.71\|5.13\|4.63\|4.71\|4.49\|264497;2026-03-25\|4.78\|1.49\|4.71\|4.84\|4.69\|195944;2026-03-26\|4.68\|-2.09\|4.80\|4.90\|4.64\|236288;2026-03-27\|4.71\|0.64\|4.61\|4.74\|4.56\|281238;2026-03-30\|4.64\|-1.49\|4.65\|4.69\|4.53\|205834;2026-03-31\|4.51\|-2.80\|4.62\|4.68\|4.50\|199324;2026-04-01\|4.60\|2.00\|4.61\|4.63\|4.53\|189638;2026-04-02\|4.57\|-0.65\|4.56\|4.64\|4.53\|197555;2026-04-03\|4.31\|-5.69\|4.57\|4.59\|4.30\|282145;2026-04-07\|4.43\|2.78\|4.33\|4.44\|4.32\|184044;2026-04-08\|4.68\|5.64\|4.50\|4.72\|4.49\|302840;2026-04-09\|4.57\|-2.35\|4.64\|4.67\|4.54\|206121;2026-04-10\|4.63\|1.31\|4.61\|4.69\|4.59\|177418;2026-04-13\|4.59\|-0.86\|4.60\|4.65\|4.57\|134153;2026-04-14\|4.86\|5.88\|4.61\|4.96\|4.59\|446983;2026-04-15\|4.81\|-1.03\|4.85\|4.89\|4.77\|267199;2026-04-16\|4.86\|1.04\|4.78\|4.88\|4.74\|230102;2026-04-17\|4.88\|0.41\|4.85\|4.89\|4.78\|198967;2026-04-20\|4.89\|0.20\|4.85\|4.94\|4.82\|221928;2026-04-21\|4.83\|-1.23\|4.88\|4.88\|4.79\|167845;2026-04-22\|4.84\|0.21\|4.83\|4.86\|4.79\|149492;2026-04-23\|4.50\|-7.02\|4.76\|4.76\|4.46\|398731;2026-04-24\|4.48\|-0.44\|4.48\|4.53\|4.39\|205022;2026-04-27\|4.51\|0.67\|4.45\|4.54\|4.42\|122403;2026-04-28\|4.41\|-2.22\|4.47\|4.51\|4.39\|122652;2026-04-29\|4.50\|2.04\|4.42\|4.51\|4.38\|142959;2026-04-30\|4.46\|-0.89\|4.47\|4.50\|4.42\|100725;2026-05-06\|4.47\|0.22\|4.47\|4.52\|4.46\|128276;2026-05-07\|4.51\|0.89\|4.47\|4.52\|4.44\|172931;2026-05-08\|4.48\|-0.67\|4.50\|4.50\|4.44\|129582;2026-05-11\|4.49\|0.22\|4.50\|4.51\|4.46\|129196;2026-05-12\|4.42\|-1.56\|4.48\|4.49\|4.40\|110787;2026-05-13\|4.99\|12.90\|4.42\|5.15\|4.39\|638645;2026-05-14\|5.03\|2.03\|4.89\|5.14\|4.70\|826713;2026-05-15\|5.28\|4.97\|5.14\|5.36\|4.80\|1045925;2026-05-18\|6.30\|19.32\|5.25\|6.34\|5.21\|2458918;2026-05-19\|6.90\|9.52\|6.32\|6.96\|6.22\|1926152;2026-05-20\|6.99\|1.30\|6.37\|7.06\|6.29\|1533418;2026-05-21\|6.56\|-6.15\|6.80\|6.99\|6.39\|1317773;2026-05-22\|7.47\|13.87\|6.69\|7.50\|6.44\|1301297;2026-05-25\|6.76\|-9.50\|7.23\|7.28\|6.53\|1353146;2026-05-26\|6.54\|-3.25\|6.50\|6.82\|6.38\|724007;2026-05-27\|6.99\|6.88\|6.92\|7.45\|6.63\|1196057;2026-05-28\|7.07\|1.14\|7.09\|7.45\|6.90\|951950;2026-05-29\|6.52\|-7.78\|7.00\|7.43\|6.48\|855681;2026-06-01\|6.17\|-5.37\|6.52\|6.98\|6.13\|787961;2026-06-02\|5.91\|-4.21\|6.11\|6.22\|5.88\|821058;2026-06-03\|5.57\|-5.75\|5.75\|5.95\|5.48\|706766;2026-06-04\|5.35\|-3.95\|5.46\|5.48\|5.29\|533412;2026-06-05\|6.12\|14.39\|5.31\|6.22\|5.07\|1109893;2026-06-08\|5.69\|-7.03\|5.83\|6.42\|5.64\|836500;2026-06-09\|5.67\|-0.35\|5.88\|5.89\|5.51\|420212;2026-06-10\|5.54\|-2.29\|5.56\|5.78\|5.43\|373545;2026-06-11\|5.31\|-4.15\|5.49\|5.50\|5.25\|259806;2026-06-12\|5.42\|2.07\|5.40\|5.76\|5.37\|500756;2026-06-15\|6.11\|12.73\|5.42\|6.26\|5.40\|664460;2026-06-16\|5.91\|-3.27\|6.05\|6.11\|5.87\|401166;2026-06-17\|5.71\|-3.38\|5.83\|5.92\|5.66\|331738;2026-06-18\|5.60\|-1.93\|5.74\|5.83\|5.58\|362550;2026-06-22\|5.37\|-4.11\|5.72\|5.88\|5.25\|527321;2026-06-23\|5.60\|4.28\|5.46\|5.93\|5.35\|991988;2026-06-24\|5.13\|-8.39\|5.60\|5.60\|5.09\|637181;2026-06-25\|5.28\|2.92\|5.09\|5.57\|4.89\|745625;2026-06-26\|5.59\|5.87\|5.34\|6.17\|5.20\|1002317;2026-06-29\|6.01\|7.51\|5.50\|6.20\|5.50\|1036707;2026-06-30\|6.63\|10.32\|6.03\|6.93\|6.02\|1001830;2026-07-01\|6.28\|-5.28\|6.56\|6.57\|6.23\|693082;2026-07-02\|5.90\|-6.05\|6.20\|6.22\|5.83\|602180;2026-07-03\|5.90\|0.00\|5.97\|6.19\|5.84\|548020;2026-07-06\|5.84\|-1.02\|5.88\|6.20\|5.77\|545020;2026-07-07\|5.64\|-3.42\|5.84\|5.89\|5.58\|387267;2026-07-08\|5.38\|-4.61\|5.59\|5.65\|5.16\|515881;2026-07-09\|5.42\|0.74\|5.37\|5.49\|5.16\|361106
118071	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	涨停揭秘：智洋创新是国内电力智能运维分析管理系统龙头，2026年一季度国家电网固投同比增长37%，叠加其作为鸿蒙生态电力智能运维领域首家合作伙伴，软硬一体化方案加速落地；涨停缘由：国网智能巡检设备招标量同比翻倍；鸿蒙原生应用已在多个省级电网上线运行；输电线路AI识别准确率达99.2%；资金逻辑：智能电网板块资金聚焦高确定性细分龙头，智洋创新近三日主力资金净流入超6500万元，龙虎榜显示机构与量化席位协同买入；风险提示：客户集中度高，国网体系占比超80%，议价能力受限；软件收入确认周期长，季度间业绩波动较大	国内专业的电力智能运维分析管理系统提供商；鸿蒙生态电力智能运维领域首家合作伙伴	2026-03-02\|49.41\|10.29\|43.80\|49.50\|42.51\|126194;2026-03-03\|52.21\|5.67\|48.52\|53.40\|47.88\|118074;2026-03-04\|50.21\|-3.83\|50.60\|54.35\|49.70\|111130;2026-03-05\|52.52\|4.60\|50.99\|54.50\|50.80\|86452;2026-03-06\|50.28\|-4.26\|53.00\|53.79\|50.00\|107535;2026-03-09\|50.62\|0.68\|51.00\|51.73\|49.64\|74229;2026-03-10\|54.25\|7.17\|51.63\|55.18\|51.05\|69113;2026-03-11\|53.83\|-0.77\|54.69\|55.00\|53.10\|44175;2026-03-12\|52.18\|-3.07\|53.25\|53.79\|51.43\|43774;2026-03-13\|50.95\|-2.36\|52.00\|52.45\|50.70\|40221;2026-03-16\|49.70\|-2.45\|52.00\|52.00\|48.58\|56042;2026-03-17\|47.49\|-4.45\|49.27\|50.20\|47.23\|56918;2026-03-18\|49.97\|5.22\|47.52\|50.47\|46.31\|81315;2026-03-19\|49.10\|-1.74\|49.39\|52.00\|48.20\|59611;2026-03-20\|48.18\|-1.87\|49.91\|50.68\|47.99\|39242;2026-03-23\|43.37\|-9.98\|47.30\|47.51\|42.60\|98536;2026-03-24\|43.61\|0.55\|44.01\|44.79\|41.80\|68732;2026-03-25\|44.69\|2.48\|44.99\|46.48\|43.86\|51579;2026-03-26\|43.80\|-1.99\|44.00\|45.66\|43.44\|38853;2026-03-27\|44.07\|0.62\|44.68\|44.68\|42.41\|36804;2026-03-30\|44.51\|1.00\|43.39\|45.80\|43.39\|45537;2026-03-31\|43.21\|-2.92\|44.00\|45.55\|42.58\|49617;2026-04-01\|43.67\|1.06\|43.80\|45.01\|42.85\|40210;2026-04-02\|41.59\|-4.76\|44.45\|44.60\|41.10\|35890;2026-04-03\|39.15\|-5.87\|41.59\|42.52\|38.94\|75431;2026-04-07\|38.01\|-2.91\|39.16\|39.86\|38.00\|67189;2026-04-08\|40.95\|7.73\|38.97\|41.59\|38.21\|58106;2026-04-09\|40.70\|-0.61\|40.80\|41.14\|38.50\|53441;2026-04-10\|41.00\|0.74\|40.48\|41.73\|40.09\|44964;2026-04-13\|40.59\|-1.00\|40.87\|41.26\|39.53\|54802;2026-04-14\|40.41\|-0.44\|40.71\|40.71\|39.56\|44048;2026-04-15\|39.87\|-1.34\|40.18\|40.98\|39.69\|39470;2026-04-16\|40.64\|1.93\|39.68\|41.70\|39.68\|40463;2026-04-17\|41.23\|1.45\|40.59\|41.94\|39.88\|41116;2026-04-20\|43.11\|4.56\|41.89\|44.55\|41.35\|67973;2026-04-21\|41.55\|-3.62\|43.50\|43.50\|41.00\|78425;2026-04-22\|42.01\|1.11\|41.55\|42.57\|41.15\|50379;2026-04-23\|42.91\|2.14\|42.01\|44.87\|41.79\|65924;2026-04-24\|40.23\|-6.25\|42.17\|43.21\|39.92\|72721;2026-04-27\|40.60\|0.92\|41.25\|41.97\|40.03\|40412;2026-04-28\|47.28\|16.45\|41.00\|47.38\|40.23\|152025;2026-04-29\|44.60\|-5.67\|45.88\|46.80\|41.57\|147836;2026-04-30\|45.78\|2.65\|43.48\|46.75\|43.45\|112959;2026-05-06\|48.42\|5.77\|47.79\|50.70\|47.11\|93843;2026-05-07\|50.49\|4.28\|48.57\|50.67\|47.28\|78707;2026-05-08\|53.34\|5.64\|49.34\|53.45\|49.28\|77032;2026-05-11\|51.84\|-2.81\|53.53\|54.60\|51.01\|109319;2026-05-12\|52.66\|1.58\|52.25\|53.69\|50.60\|92337;2026-05-13\|53.74\|2.05\|51.76\|54.97\|51.76\|75369;2026-05-14\|52.26\|-2.75\|53.73\|53.76\|51.80\|52193;2026-05-15\|51.30\|-1.84\|52.80\|53.60\|50.79\|63853;2026-05-18\|54.92\|7.06\|51.86\|56.58\|50.75\|88894;2026-05-19\|57.20\|4.15\|55.00\|57.90\|54.50\|85686;2026-05-20\|58.38\|2.06\|57.46\|58.73\|56.80\|72034;2026-05-21\|51.99\|-10.95\|60.00\|60.00\|51.99\|101083;2026-05-22\|58.04\|11.64\|52.24\|58.25\|52.00\|92243;2026-05-25\|57.87\|-0.29\|58.00\|59.00\|56.82\|70639;2026-05-26\|56.50\|-2.37\|58.00\|59.80\|54.70\|91499;2026-05-27\|53.17\|-5.89\|56.40\|57.50\|52.72\|58801;2026-05-28\|55.00\|3.44\|53.00\|55.25\|51.50\|51072;2026-05-29\|53.50\|-2.73\|54.77\|55.66\|51.51\|63012;2026-06-01\|50.30\|-5.98\|52.93\|53.35\|49.99\|56447;2026-06-02\|47.92\|-4.73\|51.66\|52.77\|47.83\|68165;2026-06-03\|52.10\|8.72\|48.00\|54.68\|47.41\|82103;2026-06-04\|51.27\|-1.59\|51.57\|52.46\|49.80\|61218;2026-06-05\|51.10\|-0.33\|51.27\|52.13\|49.01\|51062;2026-06-08\|34.33\|-5.95\|35.50\|36.67\|33.51\|68806;2026-06-09\|33.81\|-1.51\|35.30\|35.80\|33.00\|101196;2026-06-10\|32.38\|-4.23\|34.16\|34.40\|31.60\|77679;2026-06-11\|33.56\|3.64\|32.00\|33.81\|32.00\|66073;2026-06-12\|31.73\|-5.45\|34.50\|34.89\|31.60\|78276;2026-06-15\|32.85\|3.53\|32.16\|34.55\|31.78\|86513;2026-06-16\|36.32\|10.56\|32.92\|36.87\|32.77\|151568;2026-06-17\|37.03\|1.95\|36.51\|38.01\|35.89\|82795;2026-06-18\|39.13\|5.67\|37.36\|39.40\|36.14\|101834;2026-06-22\|38.88\|-0.64\|39.28\|39.28\|37.32\|99211;2026-06-23\|36.94\|-4.99\|39.00\|39.82\|36.51\|91713;2026-06-24\|35.42\|-4.11\|36.90\|37.02\|35.00\|70764;2026-06-25\|35.33\|-0.25\|35.82\|35.83\|34.89\|75336;2026-06-26\|34.17\|-3.28\|35.33\|35.66\|33.50\|70029;2026-06-29\|32.13\|-5.97\|34.19\|35.00\|31.51\|77731;2026-06-30\|35.70\|11.11\|32.57\|35.84\|31.90\|99182;2026-07-01\|36.06\|1.01\|35.80\|36.90\|35.18\|73917;2026-07-02\|33.16\|-8.04\|36.24\|37.24\|32.99\|96596;2026-07-03\|32.31\|-2.56\|33.16\|34.25\|32.18\|70638;2026-07-06\|30.70\|-4.98\|32.14\|32.60\|30.25\|68455;2026-07-07\|29.30\|-4.56\|31.62\|33.22\|29.00\|86976;2026-07-08\|27.89\|-4.81\|29.40\|29.85\|27.81\|7006085;2026-07-09\|27.45\|-1.58\|28.10\|28.10\|25.61\|10082767
118070	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	涨停揭秘：《新型能源体系建设“十五五”规划》明确加快配网智能化改造，公司配电自动化终端及智能开关设备直接受益于电网投资结构性升级；涨停缘由：新型能源体系顶层规划出台+配网自动化渗透率提升+公司产品在国网/南网招标份额稳中有升+智能电网投资加码；资金逻辑：主力与大单资金同步流入，涨停当日净流入超千万元，智能电网板块资金关注度显著提升，政策催化效应明显；风险提示：电网招标节奏受预算执行影响，订单落地存在季度波动；毛利率承压，行业竞争加剧导致价格战风险上升	公司主营配电自动化终端、智能中压开关设备等产品；其产品能提升电网安全稳定性、改善电能质量	2026-03-02\|7.10\|-3.27\|7.20\|7.31\|6.96\|96435;2026-03-03\|6.79\|-4.37\|7.11\|7.15\|6.77\|91060;2026-03-04\|7.09\|4.42\|6.67\|7.46\|6.62\|247528;2026-03-05\|7.19\|1.41\|7.31\|7.50\|7.14\|287690;2026-03-06\|7.44\|3.48\|7.17\|7.45\|7.17\|194002;2026-03-09\|7.45\|0.13\|7.32\|7.55\|7.21\|207535;2026-03-10\|7.57\|1.61\|7.50\|7.59\|7.41\|157704;2026-03-11\|7.50\|-0.92\|7.57\|7.61\|7.40\|111282;2026-03-12\|7.37\|-1.73\|7.46\|7.49\|7.29\|122423;2026-03-13\|7.19\|-2.44\|7.37\|7.37\|7.17\|96979;2026-03-16\|7.10\|-1.25\|7.19\|7.26\|7.03\|93719;2026-03-17\|6.79\|-4.37\|7.14\|7.16\|6.77\|107782;2026-03-18\|6.98\|2.80\|6.82\|7.05\|6.77\|109342;2026-03-19\|6.78\|-2.87\|6.88\|6.98\|6.75\|93977;2026-03-20\|6.46\|-4.72\|6.81\|6.89\|6.44\|118910;2026-03-23\|6.06\|-6.19\|6.39\|6.45\|6.01\|159500;2026-03-24\|6.46\|6.60\|6.30\|6.49\|6.08\|128757;2026-03-25\|6.65\|2.94\|6.52\|6.72\|6.45\|105326;2026-03-26\|6.45\|-3.01\|6.69\|6.69\|6.38\|89068;2026-03-27\|6.60\|2.33\|6.34\|6.62\|6.28\|70626;2026-03-30\|6.56\|-0.61\|6.50\|6.60\|6.31\|79391;2026-03-31\|6.39\|-2.59\|6.56\|6.62\|6.37\|78320;2026-04-01\|6.52\|2.03\|6.52\|6.64\|6.37\|74511;2026-04-02\|6.14\|-5.83\|6.48\|6.49\|6.11\|126570;2026-04-03\|5.89\|-4.07\|6.30\|6.30\|5.85\|97685;2026-04-07\|6.11\|3.74\|5.85\|6.11\|5.85\|83180;2026-04-08\|6.40\|4.75\|6.31\|6.41\|6.22\|73337;2026-04-09\|6.25\|-2.34\|6.44\|6.44\|6.19\|63758;2026-04-10\|6.33\|1.28\|6.35\|6.43\|6.26\|64039;2026-04-13\|6.25\|-1.26\|6.32\|6.36\|6.22\|71472;2026-04-14\|6.28\|0.48\|6.32\|6.35\|6.20\|53834;2026-04-15\|6.32\|0.64\|6.29\|6.60\|6.19\|126322;2026-04-16\|6.47\|2.37\|6.33\|6.50\|6.26\|101189;2026-04-17\|6.25\|-3.40\|6.47\|6.47\|6.16\|111034;2026-04-20\|6.37\|1.92\|6.18\|6.37\|6.16\|86078;2026-04-21\|6.26\|-1.73\|6.37\|6.39\|6.24\|54602;2026-04-22\|6.30\|0.64\|6.28\|6.35\|6.23\|55026;2026-04-23\|6.24\|-0.95\|6.33\|6.34\|6.15\|80499;2026-04-24\|6.28\|0.64\|6.16\|6.33\|6.12\|65300;2026-04-27\|6.65\|5.89\|6.30\|6.66\|6.21\|137982;2026-04-28\|6.84\|2.86\|6.56\|6.90\|6.49\|160377;2026-04-29\|7.19\|5.12\|6.83\|7.27\|6.78\|144463;2026-04-30\|7.24\|0.70\|7.19\|7.42\|7.10\|125120;2026-05-06\|7.40\|2.21\|7.30\|7.53\|7.26\|171870;2026-05-07\|7.39\|-0.14\|7.46\|7.57\|7.37\|144218;2026-05-08\|7.37\|-0.27\|7.38\|7.45\|7.31\|92810;2026-05-11\|7.22\|-2.04\|7.34\|7.35\|7.06\|138107;2026-05-12\|7.16\|-0.83\|7.26\|7.32\|7.13\|90967;2026-05-13\|7.34\|2.51\|7.17\|7.44\|7.12\|105637;2026-05-14\|7.31\|-0.41\|7.38\|7.43\|7.19\|94910;2026-05-15\|7.12\|-2.60\|7.28\|7.31\|7.05\|89481;2026-05-18\|7.16\|0.56\|7.08\|7.19\|7.03\|72190;2026-05-19\|7.18\|0.28\|7.18\|7.29\|7.06\|60648;2026-05-20\|6.92\|-3.62\|7.18\|7.18\|6.81\|92844;2026-05-21\|6.61\|-4.48\|7.03\|7.06\|6.51\|107719;2026-05-22\|7.03\|6.35\|7.09\|7.12\|6.50\|169398;2026-05-25\|6.72\|-4.41\|7.01\|7.07\|6.60\|148284;2026-05-26\|6.56\|-2.38\|6.81\|6.81\|6.50\|106306;2026-05-27\|6.75\|2.90\|6.69\|7.15\|6.34\|211740;2026-05-28\|6.90\|2.22\|6.71\|7.16\|6.60\|196368;2026-05-29\|7.02\|1.74\|6.99\|7.37\|6.86\|222648;2026-06-01\|6.87\|-2.14\|7.00\|7.18\|6.70\|196348;2026-06-02\|6.88\|0.15\|6.90\|6.98\|6.49\|162542;2026-06-03\|6.74\|-2.03\|6.90\|7.08\|6.65\|124069;2026-06-04\|6.69\|-0.74\|6.77\|6.80\|6.51\|90906;2026-06-05\|6.80\|1.64\|6.68\|6.91\|6.47\|101548;2026-06-08\|6.32\|-7.06\|6.66\|6.70\|6.15\|138630;2026-06-09\|6.40\|1.27\|6.39\|6.50\|6.28\|81480;2026-06-10\|6.21\|-2.97\|6.35\|6.40\|6.04\|85867;2026-06-11\|6.13\|-1.29\|6.16\|6.22\|5.96\|76196;2026-06-12\|6.26\|2.12\|6.18\|6.30\|6.01\|72047;2026-06-15\|6.06\|-3.19\|6.26\|6.38\|6.00\|115179;2026-06-16\|6.32\|4.29\|6.13\|6.37\|5.96\|123160;2026-06-17\|5.98\|-5.38\|6.33\|6.64\|5.92\|156145;2026-06-18\|5.81\|-2.84\|5.96\|5.96\|5.75\|123142;2026-06-22\|6.34\|9.12\|5.75\|6.37\|5.57\|205381;2026-06-23\|6.38\|0.63\|6.43\|6.71\|6.30\|194683;2026-06-24\|6.17\|-3.29\|6.32\|6.38\|5.99\|141614;2026-06-25\|6.02\|-2.43\|6.23\|6.28\|5.91\|98938;2026-06-26\|6.34\|5.32\|6.02\|6.59\|5.92\|200266;2026-06-29\|6.34\|0.00\|6.50\|6.75\|6.05\|195856;2026-06-30\|7.06\|11.36\|6.34\|7.08\|6.24\|200438;2026-07-01\|7.09\|0.42\|7.00\|7.42\|6.83\|238533;2026-07-02\|6.90\|-2.68\|7.18\|7.28\|6.87\|155610;2026-07-03\|6.85\|-0.72\|6.93\|7.01\|6.60\|152455;2026-07-06\|6.69\|-2.34\|6.87\|7.02\|6.62\|136726;2026-07-07\|6.53\|-2.39\|6.61\|6.75\|6.49\|97452;2026-07-08\|6.27\|-3.98\|6.48\|6.54\|6.18\|96482;2026-07-09\|6.34\|1.12\|6.32\|6.38\|6.06\|74898
118069	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	涨停揭秘：“算电协同”首次写入政府工作报告，公司高压直流继电器广泛应用于充电桩、储能电池及智能电表，直接受益于新型电力系统建设与新能源配套需求爆发；涨停缘由：智能电网投资加码推动继电器升级换代；高压直流继电器技术壁垒高；公司客户覆盖国网、南网及主流车企；充电桩保有量高速增长拉动配套需求；资金逻辑：智能电网设备板块资金回流；公司2025年营收同比增长显著，2026年Q1订单饱满；机构持仓集中度提升，主题催化与业绩双轮驱动；风险提示：电网招标价格承压影响毛利，新能源客户回款周期延长，行业新进入者增多，技术迭代加快致产品生命周期缩短	公司的电力继电器主要是给智能电网的电表做配套，生产的高压直流继电器可以应用在充电桩、电池等储能领域	2026-03-02\|14.40\|-1.71\|14.35\|14.88\|14.22\|165910;2026-03-03\|13.52\|-6.11\|14.34\|14.49\|13.40\|199064;2026-03-04\|13.82\|2.22\|13.31\|14.05\|13.28\|159526;2026-03-05\|14.63\|5.86\|13.97\|15.07\|13.97\|321579;2026-03-06\|14.87\|1.64\|14.65\|15.04\|14.50\|210154;2026-03-09\|15.05\|1.21\|14.95\|15.15\|14.61\|275937;2026-03-10\|15.35\|1.99\|15.04\|15.60\|14.91\|283468;2026-03-11\|16.89\|10.03\|15.35\|18.00\|15.20\|533514;2026-03-12\|17.54\|3.85\|16.80\|17.66\|16.31\|542124;2026-03-13\|15.90\|-9.35\|17.00\|17.10\|15.71\|395882;2026-03-16\|15.09\|-5.09\|15.77\|15.94\|14.92\|259705;2026-03-17\|14.63\|-3.05\|15.42\|15.60\|14.57\|220238;2026-03-18\|14.95\|2.19\|14.74\|15.11\|14.53\|163856;2026-03-19\|14.16\|-5.28\|14.50\|14.59\|14.04\|175663;2026-03-20\|14.00\|-1.13\|14.28\|14.63\|13.99\|160236;2026-03-23\|12.97\|-7.36\|13.86\|13.92\|12.87\|149516;2026-03-24\|13.67\|5.40\|13.30\|13.68\|13.14\|162457;2026-03-25\|13.62\|-0.37\|13.62\|13.91\|13.46\|136369;2026-03-26\|12.97\|-4.77\|13.67\|13.72\|12.91\|122266;2026-03-27\|13.23\|2.00\|12.88\|13.34\|12.78\|101692;2026-03-30\|12.94\|-2.19\|13.10\|13.17\|12.52\|112063;2026-03-31\|13.09\|1.16\|13.28\|13.51\|13.07\|139650;2026-04-01\|13.22\|0.99\|13.35\|13.44\|13.14\|96219;2026-04-02\|12.81\|-3.10\|13.16\|13.45\|12.72\|104368;2026-04-03\|12.43\|-2.97\|12.88\|12.90\|12.41\|90047;2026-04-07\|12.75\|2.57\|12.54\|12.82\|12.50\|73352;2026-04-08\|13.49\|5.80\|13.00\|13.65\|13.00\|126866;2026-04-09\|13.48\|-0.07\|13.46\|13.62\|13.28\|80932;2026-04-10\|13.63\|1.11\|13.52\|13.81\|13.47\|86577;2026-04-13\|13.57\|-0.44\|13.52\|13.60\|13.36\|89841;2026-04-14\|13.77\|1.47\|13.62\|13.88\|13.62\|79889;2026-04-15\|13.94\|1.23\|13.82\|14.09\|13.73\|111712;2026-04-16\|14.39\|3.23\|14.10\|14.42\|13.80\|161606;2026-04-17\|14.33\|-0.42\|14.36\|14.76\|14.26\|154595;2026-04-20\|14.25\|-0.56\|14.34\|14.36\|14.09\|121593;2026-04-21\|14.15\|-0.70\|14.24\|14.26\|14.01\|82967;2026-04-22\|14.22\|0.49\|14.09\|14.26\|14.00\|76468;2026-04-23\|13.73\|-3.45\|14.38\|14.38\|13.61\|114999;2026-04-24\|14.03\|2.19\|13.70\|14.28\|13.70\|108803;2026-04-27\|14.26\|1.64\|14.02\|14.30\|13.76\|80819;2026-04-28\|14.25\|-0.07\|14.42\|14.72\|14.15\|111406;2026-04-29\|14.39\|0.98\|14.26\|14.46\|14.06\|104559;2026-04-30\|14.38\|-0.07\|14.29\|14.57\|14.26\|77162;2026-05-06\|14.76\|2.64\|14.45\|14.80\|14.45\|134476;2026-05-07\|15.47\|4.81\|15.00\|15.69\|14.81\|261534;2026-05-08\|10.81\|-0.92\|10.76\|10.85\|10.56\|207030;2026-05-11\|10.49\|-2.96\|10.87\|10.91\|10.42\|251380;2026-05-12\|10.68\|1.81\|10.60\|10.87\|10.50\|242927;2026-05-13\|10.80\|1.12\|10.72\|11.08\|10.68\|298230;2026-05-14\|10.25\|-5.09\|10.82\|10.82\|10.25\|216473;2026-05-15\|10.25\|0.00\|10.30\|10.40\|10.06\|134141;2026-05-18\|10.29\|0.39\|10.28\|10.34\|10.07\|108872;2026-05-19\|10.57\|2.72\|10.22\|10.58\|10.10\|147072;2026-05-20\|10.27\|-2.84\|10.58\|10.58\|10.07\|145630;2026-05-21\|9.94\|-3.21\|10.55\|10.66\|9.90\|214041;2026-05-22\|10.33\|3.92\|10.03\|10.36\|9.87\|129757;2026-05-25\|10.15\|-1.74\|10.26\|10.49\|10.01\|123408;2026-05-26\|10.29\|1.38\|10.06\|10.34\|9.73\|174521;2026-05-27\|10.58\|2.82\|10.22\|10.70\|10.03\|293913;2026-05-28\|10.46\|-1.13\|10.48\|10.70\|10.22\|200887;2026-05-29\|9.99\|-4.49\|10.45\|10.45\|9.88\|198718;2026-06-01\|10.05\|0.60\|9.90\|10.25\|9.86\|94300;2026-06-02\|10.03\|-0.20\|9.95\|10.27\|9.63\|135434;2026-06-03\|10.10\|0.70\|10.00\|10.25\|9.91\|114732;2026-06-04\|9.65\|-4.46\|10.00\|10.07\|9.60\|130278;2026-06-05\|9.54\|-1.14\|9.63\|9.77\|9.34\|94690;2026-06-08\|9.09\|-4.72\|9.35\|9.51\|9.04\|96571;2026-06-09\|9.06\|-0.33\|9.30\|9.55\|8.93\|93222;2026-06-10\|8.62\|-4.86\|8.86\|8.93\|8.44\|128946;2026-06-11\|8.38\|-2.78\|8.52\|8.66\|8.26\|73669;2026-06-12\|8.47\|1.07\|8.55\|8.63\|8.32\|84955;2026-06-15\|8.81\|4.01\|8.54\|8.83\|8.54\|83618;2026-06-16\|9.37\|6.36\|8.91\|9.59\|8.69\|167420;2026-06-17\|9.19\|-1.92\|9.30\|9.42\|9.14\|85734;2026-06-18\|9.13\|-0.65\|9.18\|9.23\|9.03\|80971;2026-06-22\|9.08\|-0.55\|9.07\|9.15\|8.82\|84889;2026-06-23\|8.89\|-2.09\|9.02\|9.16\|8.81\|79054;2026-06-24\|8.68\|-2.36\|8.80\|8.99\|8.62\|77723;2026-06-25\|8.53\|-1.73\|8.79\|8.93\|8.48\|85542;2026-06-26\|8.27\|-3.05\|8.48\|8.55\|8.22\|78820;2026-06-29\|9.04\|9.31\|8.60\|9.42\|8.41\|202625;2026-06-30\|10.60\|17.26\|9.12\|10.75\|9.01\|499581;2026-07-01\|10.64\|0.38\|10.85\|10.97\|10.48\|388957;2026-07-02\|11.43\|7.42\|11.00\|11.94\|10.80\|462499;2026-07-03\|11.97\|4.72\|11.59\|13.22\|11.34\|599318;2026-07-06\|10.46\|-12.61\|11.98\|12.02\|10.20\|517444;2026-07-07\|10.32\|-1.34\|10.69\|11.02\|10.21\|310212;2026-07-08\|10.05\|-2.62\|10.43\|10.50\|10.02\|192637;2026-07-09\|9.80\|-2.49\|9.96\|10.28\|9.51\|181612
118068	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	特高压+电网设备出海+国网中标 1、据2026年6月12日互动易，公司确认于2026年6月8日国网相关招标公示中，中标金额合计约4.79亿元，为公司主营输电铁塔大额订单。 2、据2026年5月11日机构调研，“十五五”期间国家电网固定资产投资预计达4万亿元，较“十四五”增长约40%，南方电网2026年固定资产投资预计达1800亿元，连续五年创新高，电网行业迎来高景气周期；据2025年年度报告，公司是国内能够生产最高电压等级输电线路铁塔的企业之一，具备特高压铁塔产品供应资质。 3、据2025年年度报告，公司产品覆盖全国30多个省市，与国家电网、南方电网等建立长期稳定合作关系，同时积极整合国际市场资源，产品累计销往全球62个国家和地区。	国内能够生产最高电压等级1000kV输电线路铁塔的企业之一；公司与中电建全资A级子公司中国电建集团核电工程公司签署战略合作协议，双方将围绕特高压输电、光伏、风电等相关领域开展合作	2026-03-02\|11.45\|-2.47\|11.58\|11.75\|11.25\|118431;2026-03-03\|10.92\|-4.63\|11.34\|11.55\|10.88\|123959;2026-03-04\|11.81\|8.15\|10.88\|12.01\|10.77\|313215;2026-03-05\|11.93\|1.02\|12.00\|12.15\|11.79\|327141;2026-03-06\|11.95\|0.17\|11.89\|12.17\|11.80\|180778;2026-03-09\|11.96\|0.08\|11.70\|12.10\|11.66\|178692;2026-03-10\|11.97\|0.08\|12.02\|12.25\|11.92\|164723;2026-03-11\|11.83\|-1.17\|12.03\|12.03\|11.76\|140390;2026-03-12\|11.58\|-2.11\|11.79\|11.82\|11.45\|128465;2026-03-13\|11.31\|-2.33\|11.58\|11.61\|11.26\|117655;2026-03-16\|11.01\|-2.65\|11.25\|11.31\|10.91\|101759;2026-03-17\|10.84\|-1.54\|10.99\|11.16\|10.81\|84165;2026-03-18\|11.32\|4.43\|10.81\|11.40\|10.66\|140029;2026-03-19\|11.50\|1.59\|11.07\|11.73\|11.03\|182668;2026-03-20\|11.08\|-3.65\|11.48\|11.73\|11.06\|107636;2026-03-23\|10.37\|-6.41\|10.90\|11.17\|10.26\|127252;2026-03-24\|11.16\|7.62\|10.59\|11.41\|10.59\|211303;2026-03-25\|11.31\|1.34\|11.50\|11.60\|11.22\|136363;2026-03-26\|11.01\|-2.65\|11.19\|11.31\|10.94\|74852;2026-03-27\|11.22\|1.91\|10.80\|11.34\|10.75\|81266;2026-03-30\|10.81\|-3.65\|11.03\|11.15\|10.36\|128764;2026-03-31\|10.66\|-1.39\|10.76\|11.03\|10.63\|94126;2026-04-01\|10.82\|1.50\|10.86\|11.07\|10.65\|65906;2026-04-02\|10.45\|-3.42\|10.84\|11.00\|10.33\|78533;2026-04-03\|10.12\|-3.16\|10.45\|10.54\|10.11\|67087;2026-04-07\|10.18\|0.59\|10.13\|10.26\|10.03\|46482;2026-04-08\|10.64\|4.52\|10.34\|10.66\|10.33\|53310;2026-04-09\|10.50\|-1.32\|10.59\|10.59\|10.35\|47126;2026-04-10\|10.62\|1.14\|10.49\|10.75\|10.49\|45848;2026-04-13\|10.59\|-0.28\|10.58\|10.66\|10.35\|38044;2026-04-14\|11.08\|4.63\|10.63\|11.15\|10.39\|114016;2026-04-15\|11.14\|0.54\|11.08\|11.53\|11.01\|102436;2026-04-16\|11.17\|0.27\|11.06\|11.32\|10.90\|84535;2026-04-17\|11.01\|-1.43\|11.17\|11.29\|10.99\|61121;2026-04-20\|11.38\|3.36\|10.93\|11.42\|10.81\|86305;2026-04-21\|11.34\|-0.35\|11.33\|11.39\|11.16\|64110;2026-04-22\|11.28\|-0.53\|11.34\|11.42\|11.25\|45814;2026-04-23\|11.10\|-1.60\|11.26\|11.37\|11.02\|52917;2026-04-24\|11.38\|2.52\|11.06\|11.50\|10.90\|90147;2026-04-27\|11.30\|-0.70\|11.48\|11.48\|11.06\|64629;2026-04-28\|11.15\|-1.33\|11.22\|11.34\|11.03\|51702;2026-04-29\|11.10\|-0.45\|11.08\|11.23\|11.04\|53306;2026-04-30\|11.03\|-0.63\|11.00\|11.25\|10.98\|54823;2026-05-06\|11.18\|1.36\|11.04\|11.22\|11.03\|56401;2026-05-07\|11.32\|1.25\|11.27\|11.47\|11.20\|75135;2026-05-08\|11.40\|0.71\|11.30\|11.42\|11.06\|69255;2026-05-11\|11.39\|-0.09\|11.50\|11.60\|11.28\|71047;2026-05-12\|11.64\|2.19\|11.39\|11.68\|11.30\|116923;2026-05-13\|11.81\|1.46\|11.61\|11.97\|11.47\|125494;2026-05-14\|11.62\|-1.61\|11.80\|11.90\|11.53\|85576;2026-05-15\|11.35\|-2.32\|11.30\|11.60\|11.21\|66883;2026-05-18\|11.32\|-0.26\|11.17\|11.37\|11.11\|47717;2026-05-19\|11.50\|1.59\|11.27\|11.53\|11.06\|61532;2026-05-20\|11.16\|-2.96\|11.50\|11.50\|11.00\|61698;2026-05-21\|10.61\|-4.93\|11.17\|11.23\|10.59\|81022;2026-05-22\|11.14\|5.59\|10.71\|11.25\|10.51\|77193;2026-05-25\|11.30\|1.44\|11.23\|11.49\|11.16\|71984;2026-05-26\|11.05\|-2.21\|11.27\|11.35\|10.86\|63165;2026-05-27\|11.12\|0.63\|11.04\|11.20\|10.81\|75245;2026-05-28\|11.08\|-0.36\|11.06\|11.45\|10.80\|81954;2026-05-29\|10.40\|-6.14\|11.08\|11.08\|10.37\|91161;2026-06-01\|10.61\|2.02\|10.40\|10.70\|10.27\|51248;2026-06-02\|10.28\|-3.11\|10.62\|10.70\|10.04\|60826;2026-06-03\|9.97\|-3.02\|10.19\|10.20\|9.83\|56861;2026-06-04\|9.83\|-1.40\|9.90\|9.95\|9.62\|44260;2026-06-05\|9.83\|0.00\|9.93\|10.07\|9.62\|51300;2026-06-08\|9.57\|-2.65\|9.63\|9.85\|9.33\|45500;2026-06-09\|9.46\|-1.15\|9.60\|9.70\|9.41\|32515;2026-06-10\|9.41\|-0.53\|9.38\|9.41\|9.11\|38703;2026-06-11\|9.24\|-1.81\|9.35\|9.41\|9.09\|34166;2026-06-12\|9.25\|0.11\|9.43\|9.43\|9.10\|28934;2026-06-15\|9.70\|4.86\|9.49\|9.70\|9.33\|52185;2026-06-16\|9.82\|1.24\|9.73\|10.15\|9.53\|59340;2026-06-17\|9.53\|-2.95\|9.83\|9.84\|9.44\|46003;2026-06-18\|9.39\|-1.47\|9.53\|9.53\|9.26\|35909;2026-06-22\|9.36\|-0.32\|9.33\|9.38\|8.91\|54122;2026-06-23\|9.34\|-0.21\|9.30\|9.49\|9.24\|38508;2026-06-24\|9.06\|-3.00\|9.33\|9.44\|8.96\|42661;2026-06-25\|8.76\|-3.31\|9.06\|9.06\|8.70\|37385;2026-06-26\|8.45\|-3.54\|8.63\|8.74\|8.44\|33923;2026-06-29\|8.56\|1.30\|8.52\|8.56\|8.15\|36458;2026-06-30\|9.42\|10.05\|8.58\|9.42\|8.41\|86428;2026-07-01\|9.44\|0.21\|9.81\|9.85\|9.31\|102471;2026-07-02\|9.60\|1.69\|9.52\|9.82\|9.44\|72231;2026-07-03\|9.86\|2.71\|9.60\|9.99\|9.59\|65818;2026-07-06\|9.66\|-2.03\|9.80\|10.05\|9.61\|45938;2026-07-07\|9.35\|-3.21\|9.62\|9.66\|9.25\|41292;2026-07-08\|9.33\|-0.21\|9.40\|9.57\|9.09\|36745;2026-07-09\|9.26\|-0.75\|9.43\|9.43\|8.98\|28120
118067	国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》	风光电站+重大资产重组+限售股解禁+北京国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月11日公告，公司100,000,000股限售股份于2026年5月13日上市流通，占公司总股本的1.67%。 2、据2026年4月14日重大资产购买报告书草案修订稿，公司拟通过东方新能北京企业管理中心现金收购北京电投瑞享新能源发展有限公司80%股权及海城锐海新能风力发电有限公司100%股权，标的资产合计持有815.85MW新能源电站。 3、据2026年3月5日法律意见书，公司控股股东为北京朝阳国有资本运营管理有限公司，最终控制人为北京市朝阳区国资委。	公司以现金购买的海城锐海100%股权及电投瑞享80%股权已完成过户，两公司均纳入合并报表范围，构成重大资产重组，标的资产合计持有815.85MW新能源电站	2026-03-02\|2.37\|-3.27\|2.41\|2.42\|2.35\|1137451;2026-03-03\|2.28\|-3.80\|2.37\|2.39\|2.27\|1048362;2026-03-04\|2.32\|1.75\|2.25\|2.32\|2.24\|588411;2026-03-05\|2.42\|4.31\|2.42\|2.45\|2.35\|1466572;2026-03-06\|2.49\|2.89\|2.41\|2.57\|2.39\|1580497;2026-03-09\|2.53\|1.61\|2.50\|2.58\|2.49\|1301152;2026-03-10\|2.53\|0.00\|2.52\|2.57\|2.46\|1351266;2026-03-11\|2.59\|2.37\|2.53\|2.60\|2.50\|1749526;2026-03-12\|2.62\|1.16\|2.57\|2.65\|2.53\|1797282;2026-03-13\|2.72\|3.82\|2.64\|2.86\|2.58\|3440884;2026-03-16\|2.99\|9.93\|2.73\|2.99\|2.70\|5347039;2026-03-17\|3.00\|0.33\|2.87\|3.13\|2.85\|5678740;2026-03-18\|2.87\|-4.33\|2.97\|3.10\|2.78\|4340938;2026-03-19\|3.16\|10.10\|2.81\|3.16\|2.81\|3228324;2026-03-20\|3.48\|10.13\|3.25\|3.48\|3.21\|7676933;2026-03-23\|3.83\|10.06\|3.61\|3.83\|3.55\|8520275;2026-03-24\|3.79\|-1.04\|3.84\|3.97\|3.45\|9702840;2026-03-25\|3.80\|0.26\|3.68\|4.08\|3.53\|9009013;2026-03-26\|3.49\|-8.16\|3.64\|3.70\|3.42\|6797636;2026-03-27\|3.84\|10.03\|3.38\|3.84\|3.25\|5490357;2026-03-30\|3.80\|-1.04\|4.09\|4.11\|3.63\|8212148;2026-03-31\|3.42\|-10.00\|3.73\|3.77\|3.42\|6517016;2026-04-01\|3.19\|-6.73\|3.41\|3.45\|3.15\|5052264;2026-04-02\|3.03\|-5.02\|3.15\|3.33\|2.99\|4262876;2026-04-03\|2.83\|-6.60\|3.01\|3.04\|2.82\|3282926;2026-04-07\|3.11\|9.89\|2.85\|3.11\|2.84\|2058468;2026-04-08\|3.18\|2.25\|3.15\|3.23\|3.10\|4464694;2026-04-09\|3.13\|-1.57\|3.17\|3.18\|3.08\|2458114;2026-04-10\|3.09\|-1.28\|3.16\|3.18\|3.08\|1859145;2026-04-13\|3.17\|2.59\|3.10\|3.19\|3.08\|2704805;2026-04-14\|3.12\|-1.58\|3.23\|3.34\|3.09\|3001631;2026-04-15\|3.01\|-3.53\|3.12\|3.13\|3.00\|2189595;2026-04-16\|2.99\|-0.66\|3.03\|3.04\|2.93\|1634062;2026-04-17\|2.92\|-2.34\|2.97\|3.02\|2.91\|1844643;2026-04-20\|2.94\|0.68\|2.92\|2.97\|2.90\|1559195;2026-04-21\|2.96\|0.68\|2.96\|3.01\|2.87\|2397527;2026-04-22\|2.93\|-1.01\|2.95\|2.98\|2.91\|1553041;2026-04-23\|2.94\|0.34\|2.95\|3.01\|2.87\|2688195;2026-04-24\|3.06\|4.08\|2.95\|3.20\|2.92\|4517452;2026-04-27\|2.96\|-3.27\|2.93\|3.03\|2.83\|2765629;2026-04-28\|3.02\|2.03\|2.93\|3.04\|2.88\|2735025;2026-04-29\|3.19\|5.63\|3.05\|3.30\|3.05\|4334125;2026-04-30\|3.06\|-4.08\|3.22\|3.29\|3.05\|2987932;2026-05-06\|3.15\|2.94\|3.12\|3.21\|3.05\|3144516;2026-05-07\|3.26\|3.49\|3.17\|3.39\|3.13\|3890844;2026-05-08\|3.22\|-1.23\|3.20\|3.34\|3.17\|2998768;2026-05-11\|3.13\|-2.79\|3.16\|3.24\|3.11\|2978615;2026-05-12\|3.13\|0.00\|3.09\|3.23\|2.98\|3105380;2026-05-13\|3.44\|9.90\|3.13\|3.44\|3.13\|1858008;2026-05-14\|3.21\|-6.69\|3.60\|3.70\|3.20\|7116528;2026-05-15\|3.07\|-4.36\|3.21\|3.24\|3.02\|3745363;2026-05-18\|3.03\|-1.30\|3.02\|3.09\|3.00\|2171177;2026-05-19\|3.08\|1.65\|3.02\|3.09\|2.96\|1872470;2026-05-20\|2.91\|-5.52\|3.05\|3.06\|2.89\|2496525;2026-05-21\|2.84\|-2.41\|2.90\|2.96\|2.82\|1564289;2026-05-22\|2.86\|0.70\|2.83\|2.88\|2.76\|1229767;2026-05-25\|2.92\|2.10\|2.87\|2.94\|2.85\|1250231;2026-05-26\|2.83\|-3.08\|2.88\|2.91\|2.82\|1145386;2026-05-27\|2.82\|-0.35\|2.80\|2.85\|2.76\|1227430;2026-05-28\|2.85\|1.06\|2.80\|2.92\|2.79\|1189575;2026-05-29\|2.92\|2.46\|2.83\|3.04\|2.81\|1852378;2026-06-01\|2.97\|1.71\|2.92\|2.97\|2.81\|1922879;2026-06-02\|2.86\|-3.70\|2.95\|2.95\|2.86\|1393391;2026-06-03\|2.81\|-1.75\|2.84\|2.86\|2.80\|1240457;2026-06-04\|2.70\|-3.91\|2.80\|2.81\|2.66\|1611823;2026-06-05\|2.72\|0.74\|2.67\|2.84\|2.67\|991749;2026-06-08\|2.55\|-6.25\|2.66\|2.69\|2.54\|1268632;2026-06-09\|2.56\|0.39\|2.56\|2.59\|2.48\|915758;2026-06-10\|2.47\|-3.52\|2.55\|2.55\|2.42\|1102249;2026-06-11\|2.44\|-1.21\|2.43\|2.47\|2.41\|714617;2026-06-12\|2.42\|-0.82\|2.47\|2.49\|2.41\|1029210;2026-06-15\|2.48\|2.48\|2.43\|2.49\|2.43\|1060503;2026-06-16\|2.50\|0.81\|2.49\|2.50\|2.43\|943683;2026-06-17\|2.42\|-3.20\|2.49\|2.49\|2.40\|1023574;2026-06-18\|2.33\|-3.72\|2.40\|2.41\|2.32\|984399;2026-06-22\|2.32\|-0.43\|2.32\|2.35\|2.26\|1077220;2026-06-23\|2.28\|-1.72\|2.31\|2.38\|2.26\|994749;2026-06-24\|2.22\|-2.63\|2.26\|2.28\|2.18\|1023263;2026-06-25\|2.18\|-1.80\|2.22\|2.23\|2.16\|872881;2026-06-26\|2.15\|-1.38\|2.17\|2.23\|2.14\|1000256;2026-06-29\|2.17\|0.93\|2.12\|2.19\|2.10\|791208;2026-06-30\|2.39\|10.14\|2.19\|2.39\|2.18\|1049336;2026-07-01\|2.38\|-0.42\|2.49\|2.51\|2.34\|2118310;2026-07-02\|2.26\|-5.04\|2.36\|2.40\|2.26\|1512983;2026-07-03\|2.22\|-1.77\|2.27\|2.31\|2.22\|992257;2026-07-06\|2.24\|0.90\|2.22\|2.26\|2.20\|912058;2026-07-07\|2.14\|-4.46\|2.22\|2.24\|2.13\|822972;2026-07-08\|2.10\|-1.87\|2.15\|2.17\|2.10\|575760;2026-07-09\|2.09\|-0.48\|2.10\|2.13\|2.04\|825143
118066	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判进入实质性阶段，降糖类原料药受益于集采续约与商保扩容；拟收购宏济堂99.42%股权强化中药+化药协同；涨停缘由：双目录谈判落地预期+降糖药原料药需求刚性+宏济堂并购整合预期+医药政策边际友好；资金逻辑：涨停当日主力资金净流入，小单活跃度提升，医药板块资金回流明显，反映市场对政策驱动型医药标的偏好增强；风险提示：并购事项尚在推进中，存在审批及整合不确定性；原料药价格承压，毛利率存在下行风险；商保支付细则尚未完全明确	化学原料药生产企业，主要产品涵盖了降糖类药物等，拟收购宏济堂99.42%股权	2026-03-02\|43.85\|-3.20\|46.02\|46.80\|43.36\|66031;2026-03-03\|41.46\|-5.45\|43.42\|44.00\|41.34\|47009;2026-03-04\|42.50\|2.51\|40.96\|43.76\|40.96\|42306;2026-03-05\|44.87\|5.58\|44.09\|45.36\|42.51\|48616;2026-03-06\|43.78\|-2.43\|44.35\|44.87\|43.30\|39934;2026-03-09\|41.94\|-4.20\|43.00\|43.59\|41.60\|33544;2026-03-10\|44.95\|7.18\|43.53\|45.50\|42.23\|56404;2026-03-11\|49.40\|9.90\|44.90\|51.50\|43.88\|83167;2026-03-12\|47.95\|-2.94\|49.05\|49.50\|47.46\|44318;2026-03-13\|49.61\|3.46\|48.39\|52.70\|48.39\|60562;2026-03-16\|50.45\|1.69\|49.33\|50.95\|47.71\|38563;2026-03-17\|48.51\|-3.85\|50.00\|50.36\|48.28\|37290;2026-03-18\|49.19\|1.40\|48.95\|49.98\|47.00\|34358;2026-03-19\|50.26\|2.18\|49.19\|52.63\|48.47\|52482;2026-03-20\|48.95\|-2.61\|50.62\|53.99\|47.88\|60278;2026-03-23\|43.90\|-10.32\|47.53\|48.15\|43.70\|68970;2026-03-24\|44.87\|2.21\|44.84\|45.70\|43.60\|41617;2026-03-25\|46.41\|3.43\|44.97\|48.17\|44.81\|38424;2026-03-26\|41.70\|-10.15\|46.26\|46.94\|40.88\|64821;2026-03-27\|39.20\|-6.00\|40.00\|40.80\|37.83\|80754;2026-03-30\|37.50\|-4.34\|38.18\|38.76\|36.12\|66280;2026-03-31\|35.52\|-5.28\|37.18\|37.49\|35.40\|39895;2026-04-01\|37.21\|4.76\|36.00\|37.57\|35.00\|48433;2026-04-02\|35.90\|-3.52\|36.97\|37.00\|35.51\|30997;2026-04-03\|34.06\|-5.13\|35.67\|36.12\|33.85\|37577;2026-04-07\|35.15\|3.20\|34.37\|35.43\|33.96\|41674;2026-04-08\|35.81\|1.88\|35.73\|36.77\|35.30\|38393;2026-04-09\|34.12\|-4.72\|35.81\|35.81\|33.70\|47133;2026-04-10\|34.79\|1.96\|34.18\|35.20\|33.64\|39122;2026-04-13\|38.07\|9.43\|35.08\|39.35\|34.60\|89812;2026-04-14\|37.94\|-0.34\|38.10\|38.74\|36.99\|75587;2026-04-15\|38.99\|2.77\|37.92\|39.50\|37.72\|46384;2026-04-16\|38.81\|-0.46\|38.95\|38.95\|37.55\|34616;2026-04-17\|38.24\|-1.47\|38.51\|38.76\|37.89\|26867;2026-04-20\|37.89\|-0.92\|38.19\|38.79\|37.56\|32989;2026-04-21\|38.94\|2.77\|37.81\|39.10\|37.26\|37683;2026-04-22\|39.36\|1.08\|38.80\|39.38\|37.90\|27976;2026-04-23\|39.19\|-0.43\|39.67\|40.64\|37.63\|37956;2026-04-24\|37.42\|-4.52\|39.00\|40.71\|35.82\|73823;2026-04-27\|37.49\|0.19\|37.77\|38.26\|37.17\|38610;2026-04-28\|38.88\|3.71\|37.23\|39.40\|37.08\|43992;2026-04-29\|37.89\|-2.55\|38.88\|39.33\|37.81\|31602;2026-04-30\|37.69\|-0.53\|38.00\|38.12\|37.37\|21507;2026-05-06\|39.33\|4.35\|37.71\|39.44\|37.53\|46904;2026-05-07\|40.45\|2.85\|39.42\|41.86\|38.99\|59177;2026-05-08\|40.44\|-0.02\|40.13\|41.14\|39.60\|31669;2026-05-11\|40.77\|0.82\|40.44\|41.60\|40.38\|31659;2026-05-12\|42.10\|3.26\|41.01\|42.98\|40.55\|57842;2026-05-13\|41.50\|-1.43\|42.12\|42.40\|40.85\|42778;2026-05-14\|39.35\|-5.18\|41.50\|41.55\|39.22\|30618;2026-05-15\|38.62\|-1.86\|39.35\|39.77\|38.12\|28181;2026-05-18\|38.23\|-1.01\|39.01\|39.01\|37.92\|26382;2026-05-19\|37.97\|-0.68\|38.23\|38.77\|37.43\|22474;2026-05-20\|37.84\|-0.34\|37.99\|38.34\|37.30\|17934;2026-05-21\|36.16\|-4.44\|38.97\|38.97\|35.99\|33634;2026-05-22\|40.55\|12.14\|36.23\|40.92\|35.70\|57766;2026-05-25\|41.72\|2.89\|41.37\|43.34\|40.55\|73344;2026-05-26\|41.47\|-0.60\|41.99\|42.65\|40.22\|45956;2026-05-27\|39.97\|-3.62\|41.50\|41.53\|39.17\|30090;2026-05-28\|41.57\|4.00\|39.63\|41.77\|39.55\|35768;2026-05-29\|41.60\|0.07\|41.50\|42.13\|40.11\|35779;2026-06-01\|40.16\|-3.46\|41.90\|42.70\|39.91\|35812;2026-06-02\|39.93\|-0.57\|40.80\|42.00\|39.00\|29357;2026-06-03\|44.67\|11.87\|39.94\|45.50\|39.31\|72305;2026-06-04\|46.32\|3.69\|44.40\|46.74\|43.50\|64945;2026-06-05\|43.50\|-6.09\|46.10\|46.89\|42.92\|63795;2026-06-08\|45.54\|4.69\|42.62\|45.58\|42.30\|72163;2026-06-09\|46.71\|2.57\|45.59\|46.94\|44.52\|55588;2026-06-10\|45.02\|-3.62\|46.00\|47.50\|43.89\|41613;2026-06-11\|44.68\|-0.76\|44.57\|45.88\|43.92\|31493;2026-06-12\|46.43\|3.92\|45.40\|47.65\|44.10\|50010;2026-06-15\|49.67\|6.98\|47.46\|51.89\|47.00\|64705;2026-06-16\|51.07\|2.92\|49.18\|51.51\|48.33\|45900;2026-06-17\|50.18\|-1.74\|50.56\|52.38\|49.90\|31886;2026-06-18\|50.07\|-0.22\|49.98\|50.97\|49.30\|31954;2026-06-22\|50.61\|1.08\|50.00\|50.93\|46.90\|43682;2026-06-23\|48.45\|-4.27\|50.02\|50.77\|47.90\|30344;2026-06-24\|47.14\|-2.70\|49.10\|49.20\|46.40\|36530;2026-06-25\|45.70\|-3.05\|46.67\|47.68\|44.67\|42413;2026-06-26\|45.03\|-1.47\|45.45\|47.26\|43.00\|38368;2026-06-29\|44.81\|-0.49\|44.95\|46.03\|42.37\|37103;2026-06-30\|49.30\|10.02\|44.61\|50.88\|44.45\|45538;2026-07-01\|56.29\|14.18\|51.39\|57.60\|49.50\|63787;2026-07-02\|58.05\|3.13\|55.04\|59.24\|54.70\|73347;2026-07-03\|56.37\|-2.89\|58.08\|58.17\|53.70\|78803;2026-07-06\|52.16\|-7.47\|58.00\|58.88\|51.84\|57974;2026-07-07\|49.26\|-5.56\|52.00\|52.12\|48.68\|46908;2026-07-08\|49.89\|1.28\|49.21\|51.00\|47.96\|41614;2026-07-09\|50.99\|2.20\|49.89\|52.59\|48.23\|40634
118065	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判推动高端影像设备采购扩容，公司作为全球X线探测器龙头，受益于医院设备更新及基层医疗补短板需求；涨停缘由：双目录支付机制完善+X线探测器国产替代加速+公司全球市占率领先+医疗新基建持续投入；资金逻辑：主力资金持续回流，涨停当日净流入超千万，医药板块中高端器械细分方向获资金重点配置；风险提示：海外业务占比高，汇率波动影响利润；新产品临床验证周期长；集采政策对部分产品价格形成压力	全球数字化X线探测器行业知名企业，国内细分市场排名第一	2026-03-02\|130.43\|7.51\|119.91\|131.88\|119.50\|55819;2026-03-03\|124.79\|-4.32\|130.00\|131.45\|124.28\|33740;2026-03-04\|122.51\|-1.83\|123.54\|125.99\|121.29\|21699;2026-03-05\|125.20\|2.20\|124.80\|129.72\|124.80\|25220;2026-03-06\|126.57\|1.09\|126.10\|129.45\|123.55\|29581;2026-03-09\|120.25\|-4.99\|124.22\|125.00\|115.15\|40802;2026-03-10\|122.20\|1.62\|121.50\|124.00\|119.90\|27196;2026-03-11\|120.63\|-1.28\|122.01\|124.97\|120.61\|21504;2026-03-12\|118.06\|-2.13\|120.08\|122.45\|117.29\|24089;2026-03-13\|116.74\|-1.12\|117.05\|118.99\|116.00\|17830;2026-03-16\|116.08\|-0.57\|117.39\|117.39\|113.52\|20577;2026-03-17\|114.71\|-1.18\|117.10\|117.95\|114.00\|18482;2026-03-18\|117.88\|2.76\|114.23\|118.44\|114.01\|16457;2026-03-19\|114.01\|-3.28\|116.46\|117.19\|112.60\|19561;2026-03-20\|113.10\|-0.80\|113.50\|115.99\|113.10\|16262;2026-03-23\|109.55\|-3.14\|111.90\|114.68\|108.14\|23593;2026-03-24\|113.95\|4.02\|110.99\|113.98\|108.60\|19946;2026-03-25\|110.38\|-3.13\|112.50\|115.19\|109.80\|27154;2026-03-26\|104.68\|-5.16\|110.38\|110.99\|103.50\|47851;2026-03-27\|106.02\|1.28\|105.25\|107.69\|104.02\|25370;2026-03-30\|103.49\|-2.39\|104.11\|106.22\|102.20\|32300;2026-03-31\|108.69\|5.02\|105.90\|110.30\|105.10\|67812;2026-04-01\|111.50\|2.59\|111.09\|113.48\|109.76\|47023;2026-04-02\|108.07\|-3.08\|111.50\|111.50\|107.51\|23972;2026-04-03\|106.62\|-1.34\|108.68\|108.68\|104.88\|18313;2026-04-07\|104.50\|-1.99\|105.90\|107.55\|103.39\|27493;2026-04-08\|109.61\|4.89\|106.88\|109.85\|106.01\|34376;2026-04-09\|106.63\|-2.72\|108.47\|108.56\|105.30\|22307;2026-04-10\|107.00\|0.35\|106.20\|108.47\|105.78\|20437;2026-04-13\|104.28\|-2.54\|105.00\|106.91\|103.65\|29094;2026-04-14\|106.10\|1.75\|104.56\|106.61\|104.40\|21168;2026-04-15\|106.60\|0.47\|107.37\|110.26\|106.36\|28404;2026-04-16\|111.18\|4.30\|107.50\|111.99\|106.30\|34091;2026-04-17\|113.20\|1.82\|110.96\|114.27\|110.03\|26211;2026-04-20\|116.89\|3.26\|112.99\|117.98\|111.51\|28438;2026-04-21\|116.61\|-0.24\|117.88\|117.88\|115.66\|18580;2026-04-22\|118.78\|1.86\|116.60\|118.97\|115.70\|20823;2026-04-23\|117.48\|-1.09\|118.65\|119.50\|116.61\|20736;2026-04-24\|114.82\|-2.26\|120.00\|120.00\|111.00\|38628;2026-04-27\|114.29\|-0.46\|115.29\|115.78\|111.08\|34495;2026-04-28\|112.76\|-1.34\|113.50\|115.42\|112.34\|17443;2026-04-29\|112.50\|-0.23\|112.88\|113.77\|111.52\|21404;2026-04-30\|114.59\|1.86\|112.51\|114.95\|111.20\|20643;2026-05-06\|115.05\|0.40\|115.60\|117.49\|112.96\|30582;2026-05-07\|118.08\|2.63\|114.97\|119.80\|114.64\|28080;2026-05-08\|116.10\|-1.68\|117.46\|119.00\|114.50\|23707;2026-05-11\|114.53\|-1.35\|116.53\|117.50\|114.01\|31139;2026-05-12\|114.18\|-0.31\|114.95\|115.80\|110.90\|31480;2026-05-13\|116.95\|2.43\|114.20\|119.50\|112.51\|37093;2026-05-14\|132.50\|13.30\|118.38\|136.94\|117.38\|109433;2026-05-15\|141.30\|6.64\|133.00\|144.89\|129.90\|126811;2026-05-18\|144.83\|2.50\|139.89\|150.84\|139.89\|126028;2026-05-19\|153.95\|6.30\|148.00\|156.00\|145.00\|112919;2026-05-20\|164.24\|6.68\|156.89\|166.66\|156.74\|111249;2026-05-21\|172.00\|4.72\|167.52\|188.60\|167.52\|167572;2026-05-22\|176.71\|2.74\|178.00\|179.88\|168.18\|118607;2026-05-25\|184.15\|4.21\|180.28\|190.88\|177.10\|142069;2026-05-26\|183.86\|-0.16\|179.45\|186.07\|176.22\|93329;2026-05-27\|192.01\|4.43\|190.87\|206.00\|190.00\|100166;2026-05-28\|205.77\|7.17\|195.11\|210.58\|193.83\|102226;2026-05-29\|202.00\|-1.83\|207.49\|214.60\|199.50\|110856;2026-06-01\|185.89\|-7.98\|202.16\|206.86\|184.67\|152287;2026-06-02\|182.49\|-1.83\|184.20\|185.50\|173.00\|119432;2026-06-03\|180.90\|-0.87\|182.93\|189.30\|177.83\|100710;2026-06-04\|185.73\|2.67\|177.61\|188.01\|175.77\|80817;2026-06-05\|173.25\|-6.72\|182.00\|183.00\|170.91\|106661;2026-06-08\|165.28\|-4.60\|165.01\|171.20\|162.50\|73362;2026-06-09\|168.50\|1.95\|167.32\|171.48\|165.52\|65566;2026-06-10\|163.49\|-2.97\|165.67\|168.50\|159.80\|72873;2026-06-11\|166.09\|1.59\|162.00\|167.25\|160.20\|74285;2026-06-12\|111.90\|-5.13\|122.00\|124.44\|111.50\|150198;2026-06-15\|116.00\|3.66\|111.00\|116.80\|110.00\|116700;2026-06-16\|116.80\|0.69\|116.00\|118.40\|114.00\|96988;2026-06-17\|120.85\|3.47\|116.01\|123.00\|114.01\|126377;2026-06-18\|120.54\|-0.26\|121.52\|124.50\|118.67\|155299;2026-06-22\|110.76\|-8.11\|120.00\|121.91\|107.14\|232460;2026-06-23\|111.38\|0.56\|110.76\|113.13\|107.15\|142528;2026-06-24\|109.73\|-1.48\|111.00\|112.45\|107.50\|112781;2026-06-25\|113.14\|3.11\|110.00\|114.44\|108.20\|104085;2026-06-26\|105.61\|-6.66\|111.00\|111.01\|104.71\|133805;2026-06-29\|112.00\|6.05\|106.26\|112.99\|105.13\|159453;2026-06-30\|124.00\|10.71\|112.01\|125.39\|111.28\|203758;2026-07-01\|123.82\|-0.15\|125.00\|125.89\|119.40\|154273;2026-07-02\|120.00\|-3.09\|120.00\|125.30\|117.80\|164980;2026-07-03\|119.23\|-0.64\|120.01\|124.50\|115.97\|126196;2026-07-06\|110.47\|-7.35\|117.40\|119.05\|106.85\|154389;2026-07-07\|113.72\|2.94\|108.15\|114.88\|107.43\|125248;2026-07-08\|116.50\|2.44\|114.77\|120.54\|110.40\|11991436;2026-07-09\|114.96\|-1.32\|117.50\|118.00\|110.00\|11807459
118064	“医保+商保”双目录谈判进入实质性阶段	流感疫苗+狂犬疫苗+产能扩张行业原因：据央视新闻，近期，印度东部的西孟加拉邦出现尼帕病毒感染病例，目前已有5例确诊病例，其中包括医护人员。公司原因： 1、据2025年4月18日年度报告，公司主营四价流感病毒裂解疫苗，为国内第二家四价流感疫苗批签发及上市销售的企业，多项指标优于中国药典和欧洲药典标准。 2、据2025年4月18日年度报告，冻干人用狂犬病疫苗Vero细胞已完成Ⅲ期临床并推进注册申报工作，四价流感疫苗儿童已启动Ⅲ期临床，三价流感疫苗已立项并准备注册申报，产品管线持续扩充。 3、据2025年4月18日年度报告，公司2025年将加快流感疫苗新车间GMP验收，投产后可提升产能并缩短生产周期，国内流感疫苗接种率仍低，未来市场空间广阔。	国内最早实现四价流感疫苗批签发及上市销售的两家企业之一	2026-03-02\|18.93\|-4.73\|19.53\|19.85\|18.78\|28491;2026-03-03\|18.38\|-2.91\|18.93\|19.34\|18.33\|18974;2026-03-04\|18.32\|-0.33\|18.13\|18.47\|18.09\|10561;2026-03-05\|18.40\|0.44\|18.44\|18.93\|18.27\|9787;2026-03-06\|19.15\|4.08\|18.32\|19.15\|18.32\|16108;2026-03-09\|18.75\|-2.09\|18.83\|18.99\|18.55\|16993;2026-03-10\|19.20\|2.40\|19.22\|19.27\|18.86\|12874;2026-03-11\|18.92\|-1.46\|19.27\|19.30\|18.86\|10983;2026-03-12\|18.66\|-1.37\|18.92\|18.99\|18.62\|11342;2026-03-13\|18.58\|-0.43\|18.59\|19.10\|18.51\|12119;2026-03-16\|18.63\|0.27\|18.42\|18.90\|18.35\|11081;2026-03-17\|18.14\|-2.63\|18.62\|18.72\|18.06\|12267;2026-03-18\|18.45\|1.71\|17.98\|18.49\|17.93\|13899;2026-03-19\|17.83\|-3.36\|18.12\|18.32\|17.77\|14507;2026-03-20\|17.35\|-2.69\|18.27\|18.27\|17.17\|19985;2026-03-23\|16.41\|-5.42\|18.10\|18.10\|16.11\|30470;2026-03-24\|17.25\|5.12\|16.72\|17.33\|16.51\|17454;2026-03-25\|17.41\|0.93\|17.47\|17.66\|17.22\|16825;2026-03-26\|17.02\|-2.24\|17.51\|17.61\|16.87\|13989;2026-03-27\|17.61\|3.47\|16.96\|17.61\|16.76\|17327;2026-03-30\|17.54\|-0.40\|17.60\|17.62\|17.12\|13985;2026-03-31\|17.12\|-2.39\|17.60\|17.84\|17.09\|11701;2026-04-01\|17.94\|4.79\|17.44\|17.94\|17.12\|18645;2026-04-02\|17.71\|-1.28\|17.79\|17.94\|17.57\|15671;2026-04-03\|16.95\|-4.29\|17.68\|17.74\|16.88\|16396;2026-04-07\|17.52\|3.36\|17.09\|17.60\|16.76\|17591;2026-04-08\|17.96\|2.51\|18.09\|18.09\|17.65\|12069;2026-04-09\|17.46\|-2.78\|17.89\|17.93\|17.41\|15409;2026-04-10\|17.55\|0.52\|17.43\|17.92\|17.43\|13551;2026-04-13\|17.40\|-0.85\|17.64\|17.64\|17.18\|10358;2026-04-14\|17.55\|0.86\|17.58\|17.60\|17.11\|13294;2026-04-15\|17.66\|0.63\|17.55\|17.83\|17.45\|12656;2026-04-16\|17.81\|0.85\|17.67\|17.96\|17.30\|13184;2026-04-17\|17.65\|-0.90\|17.88\|17.88\|17.58\|9621;2026-04-20\|17.67\|0.11\|17.71\|17.83\|17.42\|10591;2026-04-21\|17.38\|-1.64\|17.76\|17.76\|17.27\|11804;2026-04-22\|17.14\|-1.38\|17.27\|17.45\|17.04\|10147;2026-04-23\|16.87\|-1.58\|17.16\|17.25\|16.76\|15405;2026-04-24\|16.99\|0.71\|16.83\|17.17\|16.57\|11961;2026-04-27\|17.79\|4.71\|16.92\|17.85\|16.92\|23461;2026-04-28\|17.34\|-2.53\|17.73\|18.07\|17.23\|15691;2026-04-29\|17.73\|2.25\|17.23\|17.85\|17.23\|12354;2026-04-30\|17.92\|1.07\|17.84\|18.23\|17.67\|14488;2026-05-06\|18.36\|2.46\|18.02\|18.75\|18.02\|26613;2026-05-07\|18.40\|0.22\|18.32\|18.53\|18.17\|14219;2026-05-08\|18.73\|1.79\|18.50\|18.82\|18.38\|13167;2026-05-11\|20.00\|6.78\|18.94\|21.51\|18.74\|52401;2026-05-12\|18.71\|-6.45\|19.60\|19.99\|18.57\|46603;2026-05-13\|19.38\|3.58\|18.48\|19.47\|18.35\|39862;2026-05-14\|19.57\|0.98\|19.36\|20.20\|18.75\|36867;2026-05-15\|19.52\|-0.26\|19.57\|20.25\|19.27\|31283;2026-05-18\|19.38\|-0.72\|19.67\|19.67\|18.87\|22605;2026-05-19\|20.30\|4.75\|19.19\|21.20\|19.19\|38108;2026-05-20\|20.34\|0.20\|20.23\|21.18\|19.98\|33351;2026-05-21\|19.02\|-6.49\|20.56\|20.56\|19.02\|24568;2026-05-22\|19.31\|1.52\|19.67\|19.90\|18.98\|18521;2026-05-25\|18.88\|-2.23\|19.68\|19.86\|18.56\|19187;2026-05-26\|17.97\|-4.82\|18.80\|18.97\|17.75\|19970;2026-05-27\|17.32\|-3.62\|17.93\|18.19\|17.15\|23105;2026-05-28\|17.11\|-1.21\|17.19\|17.50\|16.58\|14976;2026-05-29\|16.55\|-3.27\|17.21\|17.40\|16.50\|15759;2026-06-01\|16.95\|2.42\|16.52\|17.20\|16.35\|11739;2026-06-02\|16.26\|-4.07\|16.96\|17.23\|16.20\|14919;2026-06-03\|15.82\|-2.71\|16.19\|16.58\|15.73\|13581;2026-06-04\|15.48\|-2.15\|15.70\|16.18\|15.37\|10312;2026-06-05\|15.85\|2.39\|15.46\|16.39\|15.39\|16063;2026-06-08\|15.18\|-4.23\|15.00\|15.88\|14.81\|15486;2026-06-09\|15.14\|-0.26\|15.20\|15.79\|15.01\|11917;2026-06-10\|15.03\|-0.73\|15.02\|15.31\|14.60\|14414;2026-06-11\|14.88\|-1.00\|14.94\|15.17\|14.60\|11407;2026-06-12\|15.17\|1.95\|14.99\|15.27\|14.66\|12900;2026-06-15\|14.57\|-3.96\|15.20\|15.51\|14.49\|14775;2026-06-16\|14.79\|1.51\|14.57\|14.84\|14.25\|14140;2026-06-17\|14.37\|-2.84\|14.99\|14.99\|14.21\|12706;2026-06-18\|14.28\|-0.63\|14.22\|14.64\|14.03\|15980;2026-06-22\|14.45\|1.19\|14.56\|14.56\|13.50\|19150;2026-06-23\|14.76\|2.15\|14.30\|15.10\|14.24\|16020;2026-06-24\|14.07\|-4.67\|14.73\|14.99\|14.02\|13291;2026-06-25\|13.87\|-1.42\|14.07\|14.07\|13.44\|16783;2026-06-26\|13.68\|-1.37\|13.68\|14.15\|13.33\|24143;2026-06-29\|15.10\|10.38\|13.52\|15.50\|13.42\|42458;2026-06-30\|16.94\|12.19\|15.00\|16.99\|14.70\|52909;2026-07-01\|17.20\|1.53\|16.94\|17.72\|16.64\|37573;2026-07-02\|16.71\|-2.85\|17.13\|17.72\|16.66\|32329;2026-07-03\|16.73\|0.12\|16.57\|17.19\|16.25\|21358;2026-07-06\|16.50\|-1.37\|16.73\|16.95\|16.35\|24636;2026-07-07\|15.51\|-6.00\|16.52\|16.55\|15.45\|24509;2026-07-08\|15.06\|-2.90\|15.59\|15.59\|14.70\|1986396;2026-07-09\|14.86\|-1.33\|14.82\|15.71\|14.50\|1561469
118063	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：公司与陆军军医大学合作的重组金葡菌疫苗属1类创新疫苗，近期临床数据或有阶段性进展，叠加医药板块超跌反弹；涨停缘由：国内少数拥有1类细菌性疫苗临床管线的企业，金葡菌感染治疗市场空白大，临床II期数据具差异化潜力；资金逻辑：资金在TMT主线高位后转向低位医药防御板块，创新疫苗题材稀缺，北向资金连续三周增持；风险提示：疫苗临床进展未公告披露，商业化路径长，2025年业绩受集采影响同比下滑	公司与陆军军医大学合作开发的重组金葡菌疫苗，属于1类创新疫苗	2026-03-02\|27.40\|-0.36\|27.00\|28.28\|26.51\|81076;2026-03-03\|27.11\|-1.06\|27.25\|28.49\|27.10\|69420;2026-03-04\|28.65\|5.68\|27.00\|29.20\|26.82\|91736;2026-03-05\|29.28\|2.20\|29.29\|31.15\|28.65\|126127;2026-03-06\|28.54\|-2.53\|29.68\|29.68\|28.45\|78179;2026-03-09\|30.50\|6.87\|28.22\|30.58\|27.60\|124015;2026-03-10\|30.85\|1.15\|31.00\|31.10\|29.80\|65576;2026-03-11\|30.40\|-1.46\|30.85\|32.18\|30.30\|74959;2026-03-12\|31.29\|2.93\|30.50\|31.38\|30.18\|76886;2026-03-13\|31.31\|0.06\|31.50\|32.05\|30.87\|67897;2026-03-16\|28.73\|-8.24\|31.11\|32.12\|28.66\|146002;2026-03-17\|27.10\|-5.67\|28.57\|28.83\|26.30\|157225;2026-03-18\|31.18\|15.06\|27.00\|31.26\|26.81\|173315;2026-03-19\|30.51\|-2.15\|31.00\|32.29\|30.09\|149794;2026-03-20\|29.43\|-3.54\|31.00\|31.09\|29.32\|81410;2026-03-23\|27.30\|-7.24\|28.13\|29.22\|27.00\|100687;2026-03-24\|28.12\|3.00\|27.85\|28.24\|27.11\|61926;2026-03-25\|28.30\|0.64\|28.78\|29.48\|28.13\|57330;2026-03-26\|28.37\|0.25\|28.30\|29.60\|28.10\|71632;2026-03-27\|29.74\|4.83\|27.94\|30.50\|27.60\|114597;2026-03-30\|29.84\|0.34\|29.34\|29.99\|28.24\|118650;2026-03-31\|29.06\|-2.61\|30.00\|31.20\|29.00\|118559;2026-04-01\|30.38\|4.54\|29.30\|30.80\|28.66\|103643;2026-04-02\|30.30\|-0.26\|29.96\|30.74\|29.43\|75440;2026-04-03\|29.58\|-2.38\|29.66\|30.29\|28.71\|66932;2026-04-07\|28.70\|-2.98\|29.50\|29.50\|28.30\|49016;2026-04-08\|29.34\|2.23\|29.52\|29.92\|28.78\|78158;2026-04-09\|28.49\|-2.90\|29.10\|29.12\|28.32\|52888;2026-04-10\|28.90\|1.44\|28.68\|29.96\|28.66\|68424;2026-04-13\|28.59\|-1.07\|28.66\|29.39\|28.36\|49474;2026-04-14\|30.86\|7.94\|28.61\|30.90\|28.50\|157884;2026-04-15\|28.94\|-6.22\|31.00\|31.30\|28.00\|180486;2026-04-16\|28.98\|0.14\|28.24\|29.25\|28.24\|63882;2026-04-17\|29.12\|0.48\|28.76\|29.50\|28.39\|70484;2026-04-20\|29.85\|2.51\|29.12\|30.36\|28.32\|85512;2026-04-21\|29.82\|-0.10\|29.85\|30.47\|29.50\|60217;2026-04-22\|30.24\|1.41\|29.65\|30.30\|29.30\|68474;2026-04-23\|28.85\|-4.60\|30.06\|30.30\|28.72\|74738;2026-04-24\|28.47\|-1.32\|28.80\|29.18\|28.16\|49148;2026-04-27\|28.80\|1.16\|28.46\|29.44\|28.35\|50231;2026-04-28\|27.97\|-2.88\|28.80\|28.99\|27.70\|60974;2026-04-29\|29.94\|7.04\|27.69\|30.45\|27.47\|111893;2026-04-30\|30.88\|3.14\|30.97\|32.18\|29.66\|168004;2026-05-06\|34.52\|11.79\|32.06\|35.20\|32.06\|226216;2026-05-07\|35.00\|1.39\|34.95\|35.50\|33.81\|112810;2026-05-08\|35.05\|0.14\|35.08\|35.93\|34.50\|107712;2026-05-11\|36.01\|2.74\|35.21\|36.46\|34.81\|123607;2026-05-12\|38.04\|5.64\|35.90\|38.60\|35.77\|173216;2026-05-13\|39.50\|3.84\|38.61\|39.50\|36.42\|141561;2026-05-14\|38.64\|-2.18\|38.51\|40.10\|38.51\|109038;2026-05-15\|39.23\|1.53\|38.53\|39.41\|37.20\|139135;2026-05-18\|39.90\|1.71\|39.24\|40.16\|36.88\|183427;2026-05-19\|40.70\|2.00\|39.70\|41.63\|38.51\|159170;2026-05-20\|39.17\|-3.76\|40.49\|40.78\|38.91\|93975;2026-05-21\|35.72\|-8.81\|39.00\|39.38\|35.12\|219308;2026-05-22\|36.96\|3.47\|35.60\|37.14\|35.30\|79849;2026-05-25\|36.70\|-0.70\|37.50\|37.64\|36.20\|70017;2026-05-26\|37.05\|0.95\|37.33\|37.97\|36.50\|76437;2026-05-27\|38.14\|2.94\|37.46\|38.90\|36.52\|111882;2026-05-28\|36.75\|-3.64\|38.00\|38.38\|36.64\|89479;2026-05-29\|35.15\|-4.35\|36.50\|37.50\|35.00\|104055;2026-06-01\|32.94\|-6.29\|35.52\|35.52\|32.88\|103972;2026-06-02\|31.82\|-3.40\|32.76\|33.26\|31.10\|112480;2026-06-03\|30.80\|-3.21\|31.52\|32.39\|30.33\|119163;2026-06-04\|30.80\|0.00\|30.89\|31.29\|30.25\|62517;2026-06-05\|34.29\|11.33\|31.45\|36.39\|30.71\|178076;2026-06-08\|34.27\|-0.06\|33.53\|35.39\|33.07\|111488;2026-06-09\|34.73\|1.34\|34.50\|34.90\|33.48\|67367;2026-06-10\|34.07\|-1.90\|34.21\|35.30\|32.91\|65549;2026-06-11\|35.19\|3.29\|33.64\|36.42\|33.30\|102066;2026-06-12\|35.22\|0.09\|35.00\|36.26\|34.65\|66873;2026-06-15\|36.15\|2.64\|35.00\|36.15\|34.41\|72458;2026-06-16\|37.45\|3.60\|36.50\|37.47\|35.17\|86091;2026-06-17\|36.75\|-1.87\|37.00\|37.45\|36.46\|69313;2026-06-18\|35.70\|-2.86\|36.53\|36.97\|35.01\|90573;2026-06-22\|37.62\|5.38\|34.10\|38.68\|33.10\|125321;2026-06-23\|38.79\|3.11\|37.62\|39.84\|37.08\|106369;2026-06-24\|39.52\|1.88\|38.83\|41.30\|38.31\|143767;2026-06-25\|38.75\|-1.95\|39.12\|40.58\|38.36\|106039;2026-06-26\|38.28\|-1.21\|38.75\|39.77\|37.64\|122503;2026-06-29\|38.29\|0.03\|37.88\|39.39\|36.00\|138809;2026-06-30\|43.98\|14.86\|38.31\|44.44\|38.01\|246748;2026-07-01\|38.60\|-12.23\|44.59\|44.60\|37.58\|284021;2026-07-02\|39.00\|1.04\|38.48\|39.60\|36.72\|184718;2026-07-03\|42.72\|9.54\|38.90\|43.39\|38.60\|209966;2026-07-06\|43.37\|1.52\|41.70\|44.11\|41.70\|131273;2026-07-07\|41.60\|-4.08\|42.56\|43.59\|41.50\|113949;2026-07-08\|39.36\|-5.38\|41.50\|42.28\|38.55\|13278542;2026-07-09\|39.79\|1.09\|40.95\|41.33\|38.07\|11649676
118062	“医保+商保”双目录谈判进入实质性阶段	收购赛德盛+创新药CRO+一站式服务行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年6月27日公告，公司拟以3.02亿元现金收购安徽赛德盛医药科技有限公司75.52%股权，标的公司主营临床CRO业务，此次收购旨在完善创新药板块布局，快速切入创新药临床研究领域。 2、据2025年年报及2026年5月13日投资者关系活动记录表，公司是一家提供药学研究与临床研究一站式服务的综合型CRO企业，已布局小分子、多肽、抗体等创新药形式，并拥有覆盖I期至Ⅲ期临床试验的一体化服务能力。	公司拟3.02亿元收购赛德盛75.52%股份	2026-03-02\|43.35\|-3.04\|44.30\|44.56\|42.81\|10978;2026-03-03\|42.05\|-3.00\|43.25\|43.93\|42.05\|8325;2026-03-04\|41.74\|-0.74\|42.00\|42.60\|41.47\|6422;2026-03-05\|41.73\|-0.02\|42.29\|42.54\|41.50\|5381;2026-03-06\|43.20\|3.52\|41.70\|43.45\|41.45\|7828;2026-03-09\|43.08\|-0.28\|42.50\|43.37\|42.40\|6624;2026-03-10\|43.94\|2.00\|43.31\|44.05\|43.17\|6195;2026-03-11\|43.68\|-0.59\|44.01\|44.17\|43.33\|4939;2026-03-12\|42.99\|-1.58\|43.66\|43.80\|42.81\|5680;2026-03-13\|42.95\|-0.09\|42.81\|43.49\|42.54\|3809;2026-03-16\|42.70\|-0.58\|43.38\|43.38\|42.31\|5105;2026-03-17\|41.75\|-2.22\|42.99\|42.99\|41.68\|4273;2026-03-18\|42.76\|2.42\|41.94\|42.79\|41.47\|6360;2026-03-19\|41.28\|-3.46\|42.30\|42.51\|41.03\|5903;2026-03-20\|40.37\|-2.20\|41.30\|41.87\|40.37\|6289;2026-03-23\|38.15\|-5.50\|40.27\|40.27\|37.83\|8415;2026-03-24\|39.82\|4.38\|38.70\|39.86\|38.50\|8845;2026-03-25\|40.42\|1.51\|40.03\|40.79\|39.82\|5874;2026-03-26\|39.99\|-1.06\|40.80\|41.00\|39.66\|5027;2026-03-27\|41.33\|3.35\|39.83\|41.50\|39.51\|6919;2026-03-30\|42.00\|1.62\|41.08\|42.65\|40.80\|12021;2026-03-31\|42.05\|0.12\|42.10\|43.08\|41.80\|9316;2026-04-01\|44.65\|6.18\|42.58\|44.90\|42.11\|24540;2026-04-02\|44.99\|0.76\|44.29\|45.76\|44.16\|22882;2026-04-03\|43.30\|-3.76\|44.90\|44.90\|43.23\|11914;2026-04-07\|43.65\|0.81\|43.60\|44.50\|42.42\|12255;2026-04-08\|44.00\|0.80\|44.52\|44.99\|43.78\|10553;2026-04-09\|42.60\|-3.18\|43.78\|44.13\|42.30\|11226;2026-04-10\|43.26\|1.55\|42.62\|43.88\|42.22\|9290;2026-04-13\|42.83\|-0.99\|43.10\|43.11\|42.42\|6512;2026-04-14\|43.24\|0.96\|43.28\|43.28\|42.36\|7699;2026-04-15\|45.90\|6.15\|43.79\|46.50\|43.38\|30791;2026-04-16\|44.80\|-2.40\|45.26\|45.39\|44.46\|18410;2026-04-17\|44.28\|-1.16\|44.79\|44.79\|43.71\|12140;2026-04-20\|44.31\|0.07\|44.13\|44.53\|43.93\|9794;2026-04-21\|43.98\|-0.74\|44.10\|44.39\|43.41\|9607;2026-04-22\|43.65\|-0.75\|43.90\|44.01\|43.42\|6216;2026-04-23\|40.94\|-6.21\|43.46\|43.46\|40.31\|22591;2026-04-24\|41.07\|0.32\|40.79\|41.35\|40.10\|8745;2026-04-27\|42.03\|2.34\|40.86\|42.26\|40.70\|8836;2026-04-28\|41.84\|-0.45\|42.10\|42.68\|41.66\|7352;2026-04-29\|42.10\|0.62\|41.62\|42.50\|41.35\|7507;2026-04-30\|42.46\|0.86\|42.31\|42.87\|42.02\|5066;2026-05-06\|42.42\|-0.09\|43.01\|43.05\|42.25\|6936;2026-05-07\|42.09\|-0.78\|42.46\|42.75\|42.02\|7577;2026-05-08\|42.54\|1.07\|42.33\|42.54\|42.02\|8440;2026-05-11\|43.66\|2.63\|42.50\|43.73\|42.33\|11688;2026-05-12\|42.55\|-2.54\|43.89\|43.89\|42.05\|8482;2026-05-13\|41.83\|-1.69\|42.37\|42.38\|41.71\|6923;2026-05-14\|41.58\|-0.60\|41.92\|42.09\|41.45\|5768;2026-05-15\|41.20\|-0.91\|41.59\|41.95\|41.04\|5485;2026-05-18\|41.52\|0.78\|41.04\|41.60\|40.84\|4999;2026-05-19\|41.14\|-0.92\|41.48\|42.18\|40.52\|5942;2026-05-20\|41.10\|-0.10\|40.93\|41.30\|40.41\|4827;2026-05-21\|39.90\|-2.92\|42.12\|42.12\|39.83\|7364;2026-05-22\|40.49\|1.48\|40.00\|40.90\|39.36\|6495;2026-05-25\|39.65\|-2.07\|40.43\|40.87\|39.08\|7011;2026-05-26\|38.65\|-2.52\|39.67\|39.88\|38.20\|6810;2026-05-27\|37.78\|-2.25\|38.63\|38.63\|37.20\|7866;2026-05-28\|37.76\|-0.05\|38.00\|38.06\|36.87\|4801;2026-05-29\|37.33\|-1.14\|37.98\|38.11\|37.13\|4780;2026-06-01\|37.95\|1.66\|37.16\|38.12\|37.16\|4945;2026-06-02\|37.02\|-2.45\|38.15\|38.15\|36.92\|5226;2026-06-03\|36.38\|-1.73\|36.88\|36.99\|36.01\|5173;2026-06-04\|35.41\|-2.67\|36.37\|36.37\|35.22\|4331;2026-06-05\|36.18\|2.17\|35.60\|36.65\|35.52\|4954;2026-06-08\|35.10\|-2.99\|36.00\|36.51\|34.52\|5643;2026-06-09\|35.71\|1.74\|35.48\|36.03\|34.99\|4623;2026-06-10\|35.62\|-0.25\|35.74\|35.88\|34.64\|4089;2026-06-11\|35.27\|-0.98\|35.50\|35.69\|34.43\|4504;2026-06-12\|25.09\|0.28\|25.02\|25.64\|24.67\|6633;2026-06-15\|25.19\|0.40\|25.30\|25.88\|24.87\|8904;2026-06-16\|24.90\|-1.15\|25.22\|25.32\|24.43\|6530;2026-06-17\|24.18\|-2.89\|24.92\|24.92\|24.01\|6977;2026-06-18\|24.40\|0.91\|24.15\|24.73\|23.80\|6326;2026-06-22\|24.44\|0.16\|24.19\|24.44\|23.18\|8159;2026-06-23\|25.41\|3.97\|24.25\|25.56\|24.20\|12776;2026-06-24\|24.93\|-1.89\|25.41\|25.77\|24.70\|9984;2026-06-25\|24.22\|-2.85\|24.93\|24.95\|23.60\|10227;2026-06-26\|23.55\|-2.77\|23.97\|24.50\|23.50\|6218;2026-06-29\|28.26\|20.00\|28.26\|28.26\|26.70\|24288;2026-06-30\|32.50\|15.00\|31.00\|33.91\|31.00\|144258;2026-07-01\|31.00\|-4.62\|28.92\|31.48\|28.63\|120710;2026-07-02\|31.40\|1.29\|29.50\|33.66\|29.00\|110873;2026-07-03\|35.55\|13.22\|31.37\|35.67\|31.00\|135362;2026-07-06\|38.03\|6.98\|33.49\|41.80\|32.85\|150092;2026-07-07\|37.74\|-0.76\|36.91\|41.00\|35.55\|131033;2026-07-08\|42.74\|13.25\|36.61\|43.00\|36.00\|146761;2026-07-09\|41.60\|-2.67\|40.00\|43.27\|39.03\|129403
118061	“医保+商保”双目录谈判进入实质性阶段	创新药+医疗器械+海南自贸区行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2025年8月21日半年报及2026年4月30日年报，公司布局ADSC、JCDC等I类创新药管线，适应症覆盖前列腺癌、II型糖尿病及泛癌种术后辅助治疗，部分项目处于iiT临床研究阶段。 2、据2026年4月30日年报，公司系美国RTI公司安全注射器、安全注射针等产品的代工生产商，并拥有双鸽品牌注射器三十余年历史，具备针尖硅化等核心技术。 3、据2026年4月30日年报，公司旗下博鳌国际医院位于海南博鳌乐城先行区，享受《促进规定》政策，致力于引进国际前沿医药科技成果并开展临床转化研究。	子公司博鳌国际医院拥有国内唯一一家通过日本国厚生省认证的国际再生医学实验室，建成了包括细胞存储、国际标准细胞制备、细胞治疗临床研究、干细胞与再生医学技术转化四大核心技术平台，医院自体脂肪干细胞获得中检院的质量检定	2026-03-02\|8.96\|-4.27\|9.26\|9.28\|8.93\|188882;2026-03-03\|8.57\|-4.35\|8.92\|9.00\|8.56\|160439;2026-03-04\|8.56\|-0.12\|8.41\|8.70\|8.40\|70957;2026-03-05\|8.57\|0.12\|8.65\|8.75\|8.51\|69185;2026-03-06\|8.89\|3.73\|8.52\|9.00\|8.52\|141986;2026-03-09\|9.11\|2.47\|9.00\|9.30\|8.97\|155330;2026-03-10\|9.17\|0.66\|9.20\|9.20\|9.05\|86945;2026-03-11\|9.06\|-1.20\|9.17\|9.27\|9.01\|143068;2026-03-12\|8.84\|-2.43\|9.00\|9.00\|8.81\|95715;2026-03-13\|8.84\|0.00\|8.84\|8.98\|8.75\|71777;2026-03-16\|8.91\|0.79\|8.90\|8.98\|8.77\|56009;2026-03-17\|8.82\|-1.01\|8.91\|9.08\|8.80\|73689;2026-03-18\|9.13\|3.51\|9.25\|9.28\|8.80\|280851;2026-03-19\|9.01\|-1.31\|8.95\|9.10\|8.85\|153125;2026-03-20\|8.69\|-3.55\|9.01\|9.08\|8.66\|146154;2026-03-23\|8.55\|-1.61\|8.65\|9.07\|8.41\|181395;2026-03-24\|8.90\|4.09\|8.72\|8.91\|8.65\|149341;2026-03-25\|8.91\|0.11\|8.96\|8.98\|8.79\|97035;2026-03-26\|8.82\|-1.01\|8.91\|9.04\|8.79\|83539;2026-03-27\|8.97\|1.70\|8.80\|9.01\|8.75\|88786;2026-03-30\|9.11\|1.56\|8.85\|9.18\|8.85\|149868;2026-03-31\|8.94\|-1.87\|9.11\|9.30\|8.93\|131122;2026-04-01\|9.23\|3.24\|9.00\|9.25\|8.86\|160874;2026-04-02\|10.15\|9.97\|9.21\|10.15\|9.06\|481166;2026-04-03\|10.47\|3.15\|10.24\|11.00\|9.85\|1018215;2026-04-07\|11.27\|7.64\|10.30\|11.52\|10.10\|959114;2026-04-08\|10.64\|-5.59\|11.00\|11.26\|10.51\|814606;2026-04-09\|10.48\|-1.50\|10.50\|11.11\|10.27\|640875;2026-04-10\|10.21\|-2.58\|10.30\|10.58\|9.88\|569393;2026-04-13\|10.17\|-0.39\|10.31\|10.50\|10.07\|348539;2026-04-14\|10.04\|-1.28\|10.23\|10.35\|9.98\|316824;2026-04-15\|10.43\|3.88\|10.20\|10.46\|9.91\|551985;2026-04-16\|10.62\|1.82\|10.22\|10.76\|10.12\|517858;2026-04-17\|10.54\|-0.75\|10.61\|10.65\|10.32\|331266;2026-04-20\|10.34\|-1.90\|10.44\|10.51\|10.17\|256061;2026-04-21\|10.31\|-0.29\|10.38\|10.42\|10.15\|196146;2026-04-22\|10.29\|-0.19\|10.28\|10.40\|10.18\|159262;2026-04-23\|9.91\|-3.69\|10.24\|10.30\|9.90\|254369;2026-04-24\|9.66\|-2.52\|9.88\|9.88\|9.27\|333783;2026-04-27\|9.70\|0.41\|9.60\|9.78\|9.31\|273992;2026-04-28\|9.24\|-4.74\|9.52\|9.64\|9.13\|267500;2026-04-29\|9.56\|3.46\|9.21\|9.90\|9.20\|313656;2026-04-30\|9.80\|2.51\|9.64\|10.24\|9.55\|240720;2026-05-06\|10.11\|3.16\|9.73\|10.27\|9.71\|177128;2026-05-07\|10.42\|3.07\|10.18\|10.48\|10.06\|210043;2026-05-08\|10.15\|-2.59\|10.45\|10.48\|10.08\|212598;2026-05-11\|10.12\|-0.30\|10.00\|10.34\|9.75\|291183;2026-05-12\|10.39\|2.67\|10.13\|10.55\|10.01\|266891;2026-05-13\|10.30\|-0.87\|10.47\|10.53\|10.25\|178481;2026-05-14\|10.25\|-0.49\|10.38\|10.77\|10.23\|170279;2026-05-15\|9.99\|-2.54\|10.22\|10.32\|9.94\|178500;2026-05-18\|10.01\|0.20\|9.92\|10.07\|9.85\|119233;2026-05-19\|9.92\|-0.90\|10.06\|10.20\|9.77\|122519;2026-05-20\|9.83\|-0.91\|9.92\|9.92\|9.64\|122400;2026-05-21\|9.51\|-3.26\|9.80\|9.99\|9.49\|131318;2026-05-22\|9.77\|2.73\|9.53\|10.22\|9.40\|225476;2026-05-25\|9.30\|-4.81\|9.78\|9.95\|9.22\|194463;2026-05-26\|9.15\|-1.61\|9.29\|9.29\|9.01\|131958;2026-05-27\|9.07\|-0.87\|9.20\|9.22\|8.96\|106691;2026-05-28\|9.02\|-0.55\|9.01\|9.14\|8.82\|110035;2026-05-29\|8.78\|-2.66\|9.02\|9.28\|8.71\|137850;2026-06-01\|8.70\|-0.91\|8.75\|8.86\|8.65\|81239;2026-06-02\|8.62\|-0.92\|8.82\|8.83\|8.30\|108578;2026-06-03\|8.87\|2.90\|8.59\|9.07\|8.59\|154466;2026-06-04\|8.62\|-2.82\|8.88\|8.95\|8.54\|99355;2026-06-05\|8.63\|0.12\|8.70\|8.84\|8.54\|97533;2026-06-08\|8.56\|-0.81\|8.50\|8.71\|8.29\|134159;2026-06-09\|8.57\|0.12\|8.56\|8.87\|8.53\|119256;2026-06-10\|8.22\|-4.08\|8.50\|8.70\|8.20\|121874;2026-06-11\|7.99\|-2.80\|8.03\|8.23\|7.93\|117356;2026-06-12\|8.14\|1.88\|7.99\|8.21\|7.93\|101765;2026-06-15\|8.09\|-0.61\|8.14\|8.26\|8.05\|89741;2026-06-16\|8.34\|3.09\|8.13\|8.47\|7.93\|126604;2026-06-17\|7.99\|-4.20\|8.35\|8.38\|7.90\|151243;2026-06-18\|7.98\|-0.13\|7.87\|8.14\|7.87\|95169;2026-06-22\|7.89\|-1.13\|7.95\|7.97\|7.49\|189184;2026-06-23\|8.02\|1.65\|8.04\|8.20\|7.88\|173669;2026-06-24\|7.61\|-5.11\|7.92\|8.13\|7.60\|239816;2026-06-25\|7.27\|-4.47\|7.58\|7.61\|7.20\|132432;2026-06-26\|6.98\|-3.99\|7.25\|7.25\|6.96\|103792;2026-06-29\|7.68\|10.03\|6.99\|7.68\|6.95\|91180;2026-06-30\|8.45\|10.03\|8.00\|8.45\|8.00\|96480;2026-07-01\|8.28\|-2.01\|9.00\|9.00\|7.98\|523454;2026-07-02\|8.20\|-0.97\|8.24\|8.79\|8.16\|374167;2026-07-03\|8.16\|-0.49\|8.28\|8.54\|7.98\|244408;2026-07-06\|8.68\|6.37\|8.15\|8.98\|8.00\|394164;2026-07-07\|8.66\|-0.23\|8.40\|8.70\|8.38\|252247;2026-07-08\|9.20\|6.24\|8.66\|9.46\|8.51\|438104;2026-07-09\|10.12\|10.00\|9.00\|10.12\|8.86\|554506
118060	“医保+商保”双目录谈判进入实质性阶段	创新药+脑机接口+海南自贸区+国企行业原因：据中信建投证券6月30日研报，2026年开年以来海南离岛免税销售表现稳健，端午假期购物金额与人次均实现同比增长，免税渠道核心品类价格优势逐步体现，验证封关后海南作为优质消费渠道的发展潜力。公司原因： 1、据2026年6月25日异常波动公告，公司抗肝纤维化创新药氟非尼酮胶囊已完成II期临床试验，III期临床正按计划推进；抗癫痫创新药派恩加滨片已完成IIa期，IIb期临床试验正按计划推进。 2、据2025年半年报及力声特2025年4月18日官微，公司联营企业上海力声特医学科技有限公司参股35.42%主营人工耳蜗，该技术被誉为目前最成功的脑机接口。 3、据2025年年报及2026年5月13日业绩说明会，公司依托海南自贸港政策优势，产品出口至多个国家和地区，并代销新西兰AFT公司大健康产品，已在天猫、抖音等平台销售。 4、公司实控人为国务院国有资产监督管理委员会，为国有企业。	海南本地股，主营中西成药、精细化工产品、化学原料药、保健品及与医药工业相配套的进出口贸易	2026-03-02\|5.80\|-3.81\|5.95\|5.96\|5.76\|537731;2026-03-03\|5.61\|-3.28\|5.85\|5.93\|5.61\|417345;2026-03-04\|5.60\|-0.18\|5.56\|5.69\|5.52\|324604;2026-03-05\|5.67\|1.25\|5.66\|5.73\|5.63\|281383;2026-03-06\|5.77\|1.76\|5.63\|5.77\|5.61\|278911;2026-03-09\|5.74\|-0.52\|5.69\|5.76\|5.62\|278999;2026-03-10\|5.74\|0.00\|5.77\|5.80\|5.72\|249401;2026-03-11\|5.67\|-1.22\|5.73\|5.75\|5.64\|229915;2026-03-12\|5.62\|-0.88\|5.66\|5.68\|5.59\|234383;2026-03-13\|5.55\|-1.25\|5.59\|5.64\|5.54\|245105;2026-03-16\|5.62\|1.26\|5.54\|5.66\|5.54\|242435;2026-03-17\|5.53\|-1.60\|5.62\|5.69\|5.53\|272048;2026-03-18\|5.55\|0.36\|5.52\|5.58\|5.45\|220071;2026-03-19\|5.38\|-3.06\|5.51\|5.52\|5.34\|236773;2026-03-20\|5.24\|-2.60\|5.39\|5.42\|5.23\|228475;2026-03-23\|5.06\|-3.44\|5.20\|5.29\|5.02\|397147;2026-03-24\|5.29\|4.55\|5.15\|5.29\|5.09\|422220;2026-03-25\|5.35\|1.13\|5.34\|5.35\|5.26\|212038;2026-03-26\|5.27\|-1.50\|5.33\|5.48\|5.25\|217190;2026-03-27\|5.49\|4.17\|5.21\|5.50\|5.19\|440420;2026-03-30\|5.56\|1.27\|5.44\|5.59\|5.38\|334149;2026-03-31\|5.44\|-2.16\|5.52\|5.60\|5.41\|318169;2026-04-01\|5.61\|3.12\|5.49\|5.63\|5.38\|501742;2026-04-02\|5.69\|1.43\|5.58\|5.71\|5.54\|801518;2026-04-03\|5.33\|-6.33\|5.56\|5.58\|5.32\|625648;2026-04-07\|5.40\|1.31\|5.34\|5.41\|5.15\|360627;2026-04-08\|5.50\|1.85\|5.47\|5.53\|5.37\|378372;2026-04-09\|5.28\|-4.00\|5.45\|5.55\|5.25\|540429;2026-04-10\|5.29\|0.19\|5.26\|5.40\|5.22\|354211;2026-04-13\|5.36\|1.32\|5.28\|5.38\|5.25\|284085;2026-04-14\|5.36\|0.00\|5.40\|5.40\|5.26\|246064;2026-04-15\|5.47\|2.05\|5.46\|5.54\|5.36\|408032;2026-04-16\|5.54\|1.28\|5.46\|5.57\|5.40\|428367;2026-04-17\|5.51\|-0.54\|5.55\|5.57\|5.42\|303221;2026-04-20\|5.54\|0.54\|5.51\|5.55\|5.41\|279154;2026-04-21\|5.37\|-3.07\|5.50\|5.52\|5.33\|343005;2026-04-22\|5.31\|-1.12\|5.34\|5.34\|5.26\|228009;2026-04-23\|5.13\|-3.39\|5.28\|5.30\|5.11\|310158;2026-04-24\|5.07\|-1.17\|5.11\|5.18\|5.04\|233828;2026-04-27\|5.14\|1.38\|5.07\|5.16\|4.94\|307868;2026-04-28\|4.93\|-4.09\|5.07\|5.10\|4.86\|441104;2026-04-29\|4.96\|0.61\|4.88\|5.02\|4.84\|272663;2026-04-30\|5.00\|0.81\|4.97\|5.04\|4.91\|211271;2026-05-06\|4.99\|-0.20\|5.01\|5.03\|4.97\|253212;2026-05-07\|4.95\|-0.80\|5.01\|5.02\|4.91\|266514;2026-05-08\|5.05\|2.02\|4.95\|5.13\|4.94\|388943;2026-05-11\|5.05\|0.00\|5.05\|5.08\|4.96\|312720;2026-05-12\|4.89\|-3.17\|5.04\|5.04\|4.87\|371690;2026-05-13\|4.92\|0.61\|4.87\|4.97\|4.77\|323293;2026-05-14\|4.68\|-4.88\|4.92\|4.92\|4.68\|390753;2026-05-15\|4.58\|-2.14\|4.68\|4.71\|4.58\|267185;2026-05-18\|4.56\|-0.44\|4.58\|4.60\|4.54\|180790;2026-05-19\|4.55\|-0.22\|4.55\|4.60\|4.45\|201401;2026-05-20\|4.38\|-3.74\|4.55\|4.55\|4.35\|301285;2026-05-21\|4.27\|-2.51\|4.38\|4.43\|4.25\|259203;2026-05-22\|4.28\|0.23\|4.28\|4.33\|4.23\|213252;2026-05-25\|4.23\|-1.17\|4.27\|4.31\|4.17\|240575;2026-05-26\|4.17\|-1.42\|4.23\|4.24\|4.10\|230880;2026-05-27\|4.07\|-2.40\|4.17\|4.18\|4.02\|246657;2026-05-28\|4.10\|0.74\|4.06\|4.15\|4.03\|247709;2026-05-29\|4.11\|0.24\|4.11\|4.20\|4.09\|254673;2026-06-01\|4.18\|1.70\|4.11\|4.21\|4.06\|218888;2026-06-02\|4.08\|-2.39\|4.16\|4.18\|4.02\|197996;2026-06-03\|4.08\|0.00\|4.11\|4.12\|4.04\|151725;2026-06-04\|3.97\|-2.70\|4.06\|4.08\|3.93\|226692;2026-06-05\|3.99\|0.50\|3.97\|4.06\|3.94\|221009;2026-06-08\|3.88\|-2.76\|3.92\|4.03\|3.82\|236296;2026-06-09\|3.90\|0.52\|3.92\|3.95\|3.80\|203695;2026-06-10\|3.85\|-1.28\|3.86\|3.91\|3.78\|193314;2026-06-11\|3.79\|-1.56\|3.82\|3.86\|3.75\|152775;2026-06-12\|3.88\|2.37\|3.82\|3.90\|3.74\|248113;2026-06-15\|3.85\|-0.77\|3.88\|3.99\|3.81\|226176;2026-06-16\|3.87\|0.52\|3.85\|3.89\|3.73\|214956;2026-06-17\|3.78\|-2.33\|3.87\|3.90\|3.75\|195143;2026-06-18\|3.77\|-0.26\|3.79\|3.90\|3.69\|280832;2026-06-22\|3.71\|-1.59\|3.75\|3.75\|3.56\|329723;2026-06-23\|4.08\|9.97\|3.79\|4.08\|3.78\|282450;2026-06-24\|4.49\|10.05\|4.33\|4.49\|4.33\|503356;2026-06-25\|4.59\|2.23\|4.69\|4.93\|4.30\|1707985;2026-06-26\|4.13\|-10.02\|4.55\|4.58\|4.13\|964120;2026-06-29\|4.54\|9.93\|4.02\|4.54\|3.93\|983439;2026-06-30\|4.99\|9.91\|4.64\|4.99\|4.56\|1880191;2026-07-01\|5.49\|10.02\|4.90\|5.49\|4.77\|2074936;2026-07-02\|6.04\|10.02\|5.99\|6.04\|5.95\|1235872;2026-07-03\|6.14\|1.66\|6.22\|6.56\|5.71\|3587792;2026-07-06\|6.43\|4.72\|5.69\|6.73\|5.60\|3498224;2026-07-07\|5.79\|-9.95\|5.79\|5.79\|5.79\|318614;2026-07-08\|5.21\|-10.02\|5.21\|5.78\|5.21\|2933581;2026-07-09\|4.73\|-9.21\|4.74\|5.10\|4.69\|2726316
118059	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：公司固态电解质复合隔膜低温性能优异、安全性突出，适配固态电池产业化节奏；磷酸铁锂价格翻倍但需求旺盛，隔膜环节议价能力提升；涨停缘由：固态电解质复合隔膜技术突破+磷酸铁锂价格持续上涨+全球动力电池出货量回升+隔膜行业集中度提升；资金逻辑：主力资金大幅净流入，特大单主导买入，锂电池板块当日资金热度居前，资金博弈新技术+涨价双重逻辑；风险提示：固态电池量产进度慢于预期，技术路线存在不确定性；隔膜产能扩张加剧竞争，价格承压；海外客户认证周期长	全球锂电池隔膜行业领跑者；公司开发的固态电解质复合隔膜，具有显著的低温表现，能抑制枝晶生长，解决安全性问题	2026-03-02\|13.88\|-2.32\|13.98\|14.26\|13.73\|429046;2026-03-03\|13.68\|-1.44\|13.98\|14.30\|13.59\|522085;2026-03-04\|13.53\|-1.10\|13.46\|13.82\|13.34\|359242;2026-03-05\|13.67\|1.03\|13.77\|13.91\|13.56\|339003;2026-03-06\|13.78\|0.80\|13.66\|13.89\|13.57\|276224;2026-03-09\|14.35\|4.14\|13.43\|14.38\|13.15\|811811;2026-03-10\|14.38\|0.21\|14.34\|14.73\|14.29\|485860;2026-03-11\|14.92\|3.76\|14.38\|15.06\|14.27\|909914;2026-03-12\|15.06\|0.94\|14.83\|15.25\|14.82\|675194;2026-03-13\|15.47\|2.72\|15.00\|15.86\|14.98\|1195260;2026-03-16\|15.24\|-1.49\|15.46\|15.70\|15.15\|737882;2026-03-17\|14.75\|-3.22\|15.26\|15.45\|14.72\|566004;2026-03-18\|14.64\|-0.75\|14.81\|14.86\|14.44\|402225;2026-03-19\|13.88\|-5.19\|14.50\|14.56\|13.78\|614705;2026-03-20\|14.68\|5.76\|14.00\|15.40\|13.96\|1202629;2026-03-23\|14.33\|-2.38\|14.57\|14.98\|14.26\|861435;2026-03-24\|14.49\|1.12\|14.60\|14.68\|13.70\|702822;2026-03-25\|14.60\|0.76\|14.48\|14.86\|14.11\|673330;2026-03-26\|14.95\|2.40\|14.48\|15.44\|14.20\|1074059;2026-03-27\|15.19\|1.61\|14.69\|15.37\|14.52\|1113723;2026-03-30\|15.37\|1.19\|15.31\|15.63\|15.01\|974147;2026-03-31\|14.81\|-3.64\|15.31\|15.37\|14.72\|794165;2026-04-01\|14.78\|-0.20\|15.10\|15.30\|14.64\|665673;2026-04-02\|14.38\|-2.71\|14.70\|14.89\|14.28\|604765;2026-04-03\|13.96\|-2.92\|14.39\|14.59\|13.85\|449857;2026-04-07\|14.43\|3.37\|14.10\|14.46\|13.94\|455873;2026-04-08\|14.97\|3.74\|14.65\|15.23\|14.50\|617828;2026-04-09\|15.41\|2.94\|14.87\|15.99\|14.77\|1174459;2026-04-10\|15.72\|2.01\|15.45\|16.10\|15.40\|1146302;2026-04-13\|15.86\|0.89\|15.50\|15.97\|15.50\|733219;2026-04-14\|16.26\|2.52\|15.85\|16.33\|15.69\|822564;2026-04-15\|15.64\|-3.81\|16.30\|16.30\|15.58\|725921;2026-04-16\|15.80\|1.02\|15.89\|16.05\|15.58\|632172;2026-04-17\|15.67\|-0.82\|15.74\|16.12\|15.63\|593666;2026-04-20\|15.74\|0.45\|15.58\|15.88\|15.48\|508151;2026-04-21\|15.85\|0.70\|15.91\|16.04\|15.40\|779034;2026-04-22\|15.80\|-0.32\|15.81\|16.29\|15.73\|669534;2026-04-23\|15.35\|-2.85\|15.80\|15.81\|15.03\|712244;2026-04-24\|16.04\|4.50\|15.24\|16.22\|15.24\|938555;2026-04-27\|16.52\|2.99\|16.11\|16.69\|16.07\|910377;2026-04-28\|15.78\|-4.48\|15.90\|16.04\|15.52\|895358;2026-04-29\|16.66\|5.58\|15.70\|16.88\|15.55\|1074244;2026-04-30\|16.43\|-1.38\|16.65\|17.04\|16.33\|788287;2026-05-06\|17.42\|6.03\|16.56\|17.48\|16.56\|1067843;2026-05-07\|17.20\|-1.26\|17.28\|17.46\|16.91\|909570;2026-05-08\|17.38\|1.05\|17.03\|18.04\|16.96\|1229475;2026-05-11\|17.41\|0.17\|17.36\|17.91\|16.99\|1139137;2026-05-12\|18.36\|5.46\|17.46\|18.54\|17.02\|1658742;2026-05-13\|17.73\|-3.43\|18.00\|18.18\|17.66\|1103408;2026-05-14\|16.56\|-6.60\|17.61\|17.68\|16.55\|1301510;2026-05-15\|16.56\|0.00\|16.57\|16.97\|16.26\|866785;2026-05-18\|16.58\|0.12\|16.27\|16.88\|15.91\|595029;2026-05-19\|16.78\|1.27\|16.55\|17.07\|16.21\|721810;2026-05-20\|18.26\|8.82\|16.71\|18.96\|16.62\|1773198;2026-05-21\|17.75\|-2.79\|18.53\|18.95\|17.69\|1328416;2026-05-22\|18.23\|2.70\|18.02\|18.64\|17.66\|1196462;2026-05-25\|17.34\|-4.88\|18.28\|18.37\|17.25\|980980;2026-05-26\|17.52\|1.04\|17.15\|17.88\|16.74\|917900;2026-05-27\|17.05\|-2.68\|17.35\|17.85\|16.90\|839248;2026-05-28\|16.88\|-1.00\|16.98\|17.35\|16.26\|698316;2026-05-29\|15.82\|-6.28\|16.89\|16.95\|15.70\|846323;2026-06-01\|17.03\|7.65\|15.91\|17.28\|15.83\|1220202;2026-06-02\|16.25\|-4.58\|16.95\|17.07\|16.12\|811556;2026-06-03\|15.71\|-3.32\|16.07\|16.57\|15.50\|772658;2026-06-04\|15.58\|-0.83\|15.47\|15.88\|14.92\|769399;2026-06-05\|15.50\|-0.51\|15.45\|15.89\|15.07\|579604;2026-06-08\|16.25\|4.84\|15.01\|16.45\|14.96\|1210754;2026-06-09\|17.72\|9.05\|16.66\|18.06\|16.66\|1616543;2026-06-10\|16.97\|-4.23\|17.74\|17.85\|16.81\|925820;2026-06-11\|17.44\|2.77\|16.83\|17.77\|16.43\|1264938;2026-06-12\|18.17\|4.19\|17.46\|18.76\|17.39\|1596724;2026-06-15\|18.70\|2.92\|18.80\|19.03\|17.81\|1338377;2026-06-16\|19.68\|5.24\|18.70\|20.23\|18.20\|1533508;2026-06-17\|20.30\|3.15\|19.40\|20.38\|19.24\|1140085;2026-06-18\|20.18\|-0.59\|20.07\|20.54\|19.70\|965720;2026-06-22\|20.33\|0.74\|20.41\|21.39\|19.90\|1226690;2026-06-23\|18.94\|-6.84\|20.13\|20.40\|18.73\|1169722;2026-06-24\|18.30\|-3.38\|18.88\|19.05\|17.49\|1271151;2026-06-25\|17.82\|-2.62\|18.37\|18.38\|17.64\|696026;2026-06-26\|16.59\|-6.90\|17.82\|17.90\|16.32\|870057;2026-06-29\|16.95\|2.17\|16.67\|17.06\|15.96\|1025914;2026-06-30\|18.72\|10.44\|16.85\|18.85\|16.51\|1358517;2026-07-01\|19.66\|5.02\|18.98\|19.98\|18.45\|1420329;2026-07-02\|20.34\|3.46\|19.44\|21.43\|18.68\|1556036;2026-07-03\|20.00\|-1.67\|20.65\|21.40\|19.91\|1118548;2026-07-06\|20.13\|0.65\|20.53\|21.56\|20.00\|1003838;2026-07-07\|20.35\|1.09\|19.65\|21.50\|19.50\|1082360;2026-07-08\|18.46\|-9.29\|20.02\|20.50\|18.23\|942386;2026-07-09\|18.11\|-1.90\|18.83\|18.88\|17.28\|825426
118058	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：公司超级电容电解液为全球主流厂商核心供应商，受益于新能源重卡及电网调频需求爆发；半导体浸没式冷却液切入芯片制程，打开第二成长曲线；涨停缘由：超级电容电解液全球份额领先+半导体冷却液技术突破+磷酸铁锂涨价带动电解液需求弹性+新能源车及储能双轮驱动；资金逻辑：主力资金净流入显著，大单与中单同步增持，锂电池与半导体材料交叉题材获资金青睐，板块联动效应强；风险提示：半导体冷却液尚处导入期，放量节奏不确定；电解液行业竞争加剧，价格压力持续；原材料碳酸酯价格波动影响成本	1、公司是全球铝电解电容器化学品市场领先企业，自主掌握超级电容器电解液关键技术，已成为全球主流超级电容器制造商的核心供应商； 2、公司冷却液产品主要供应半导体芯片制程冷却、数据中心浸没式冷却等领域	2026-03-02\|56.60\|-0.89\|56.52\|58.18\|56.42\|144630;2026-03-03\|55.37\|-2.17\|56.80\|57.70\|54.45\|186315;2026-03-04\|54.82\|-0.99\|54.81\|56.25\|54.51\|128331;2026-03-05\|55.13\|0.57\|55.70\|55.93\|54.58\|116150;2026-03-06\|54.69\|-0.80\|54.82\|55.55\|54.17\|112484;2026-03-09\|55.75\|1.94\|54.39\|56.02\|52.91\|162841;2026-03-10\|55.46\|-0.52\|56.01\|56.85\|55.13\|132931;2026-03-11\|57.40\|3.50\|55.36\|58.38\|54.82\|226597;2026-03-12\|59.17\|3.08\|57.13\|59.60\|56.80\|252853;2026-03-13\|59.40\|0.39\|58.58\|61.48\|58.20\|249010;2026-03-16\|59.25\|-0.25\|59.57\|62.15\|59.00\|268199;2026-03-17\|57.43\|-3.07\|59.55\|60.50\|57.26\|225636;2026-03-18\|56.04\|-2.42\|58.00\|58.10\|55.30\|142735;2026-03-19\|54.40\|-2.93\|55.61\|56.47\|53.73\|156257;2026-03-20\|56.80\|4.41\|54.82\|59.30\|54.36\|269578;2026-03-23\|55.21\|-2.80\|56.43\|58.00\|54.93\|201666;2026-03-24\|54.40\|-1.47\|56.15\|56.56\|52.12\|221940;2026-03-25\|56.97\|4.72\|54.48\|57.28\|53.22\|253256;2026-03-26\|58.48\|2.65\|56.97\|60.13\|56.15\|322498;2026-03-27\|59.35\|1.49\|57.60\|60.37\|56.76\|324131;2026-03-30\|59.20\|-0.25\|58.75\|59.61\|57.11\|212069;2026-03-31\|56.32\|-4.86\|58.42\|58.68\|56.27\|165870;2026-04-01\|57.22\|1.60\|57.10\|59.20\|55.47\|194008;2026-04-02\|55.53\|-2.95\|57.40\|57.88\|54.89\|145976;2026-04-03\|53.74\|-3.22\|55.78\|56.35\|52.45\|177722;2026-04-07\|55.11\|2.55\|54.08\|56.05\|54.02\|134105;2026-04-08\|58.31\|5.81\|56.00\|58.60\|56.00\|206508;2026-04-09\|60.06\|3.00\|57.80\|61.21\|57.20\|234387;2026-04-10\|63.77\|6.18\|60.22\|64.95\|60.22\|373502;2026-04-13\|63.36\|-0.64\|64.04\|66.10\|62.96\|348493;2026-04-14\|64.45\|1.72\|64.07\|64.52\|62.04\|262406;2026-04-15\|63.02\|-2.22\|64.15\|64.79\|62.70\|210073;2026-04-16\|63.51\|0.78\|63.75\|64.88\|62.40\|230701;2026-04-17\|62.77\|-1.17\|63.47\|64.24\|62.31\|215853;2026-04-20\|62.53\|-0.38\|62.90\|63.69\|61.57\|212532;2026-04-21\|62.88\|0.56\|62.90\|63.42\|60.19\|255239;2026-04-22\|62.71\|-0.27\|62.80\|64.45\|62.13\|217491;2026-04-23\|62.31\|-0.64\|63.26\|63.57\|60.88\|234777;2026-04-24\|64.80\|4.00\|62.01\|65.66\|61.86\|318581;2026-04-27\|68.80\|6.17\|65.00\|70.86\|64.01\|452700;2026-04-28\|66.51\|-2.62\|66.88\|67.45\|65.28\|333000;2026-04-29\|70.93\|6.65\|65.79\|71.83\|65.46\|463379;2026-04-30\|69.10\|-2.58\|70.30\|70.52\|68.12\|343744;2026-05-06\|71.12\|2.92\|70.10\|72.86\|69.09\|363425;2026-05-07\|69.50\|-2.28\|69.99\|70.00\|66.83\|430157;2026-05-08\|66.00\|-5.04\|67.98\|69.36\|65.88\|342820;2026-05-11\|67.10\|1.67\|66.00\|67.34\|65.02\|265703;2026-05-12\|64.53\|-3.83\|66.88\|66.95\|64.00\|322194;2026-05-13\|64.69\|0.25\|64.36\|65.09\|64.01\|222424;2026-05-14\|62.72\|-3.05\|65.01\|65.74\|62.70\|224003;2026-05-15\|63.15\|0.69\|63.58\|64.69\|62.22\|261346;2026-05-18\|62.67\|-0.76\|62.85\|63.67\|60.86\|193598;2026-05-19\|64.70\|3.24\|62.39\|64.90\|61.80\|232162;2026-05-20\|67.93\|4.99\|64.26\|68.38\|64.03\|391200;2026-05-21\|66.53\|-2.06\|68.31\|71.20\|66.53\|429234;2026-05-22\|72.92\|9.60\|67.50\|73.37\|66.84\|476844;2026-05-25\|68.41\|-6.18\|72.75\|73.96\|67.58\|449752;2026-05-26\|69.58\|1.71\|67.74\|72.00\|67.50\|335933;2026-05-27\|74.72\|7.39\|70.02\|75.88\|70.02\|523976;2026-05-28\|79.91\|6.95\|76.97\|80.88\|73.61\|554040;2026-05-29\|73.64\|-7.85\|78.20\|78.97\|72.82\|417634;2026-06-01\|70.96\|-3.64\|73.88\|75.20\|70.44\|296516;2026-06-02\|71.75\|1.11\|71.39\|73.50\|68.60\|287741;2026-06-03\|71.05\|-0.98\|71.49\|72.88\|69.60\|308789;2026-06-04\|78.30\|10.20\|69.85\|79.97\|69.03\|519343;2026-06-05\|75.98\|-2.96\|79.13\|79.80\|75.30\|355545;2026-06-08\|73.26\|-3.58\|77.00\|77.99\|72.78\|436352;2026-06-09\|74.26\|1.36\|74.50\|76.71\|72.00\|404347;2026-06-10\|72.15\|-2.84\|73.00\|73.86\|70.12\|309200;2026-06-11\|75.60\|4.78\|71.90\|76.99\|71.02\|415884;2026-06-12\|74.30\|-1.72\|76.01\|77.88\|73.08\|361307;2026-06-15\|77.38\|4.15\|74.70\|77.66\|72.72\|409574;2026-06-16\|80.40\|3.90\|76.89\|83.83\|76.51\|473713;2026-06-17\|86.02\|6.99\|78.05\|86.80\|77.86\|454168;2026-06-18\|83.29\|-3.17\|85.66\|85.80\|80.76\|470278;2026-06-22\|89.99\|8.04\|83.00\|90.68\|82.01\|400696;2026-06-23\|88.00\|-2.21\|90.00\|93.05\|85.40\|366561;2026-06-24\|89.30\|1.48\|87.57\|91.39\|83.31\|308842;2026-06-25\|90.29\|1.11\|88.19\|93.88\|87.51\|330234;2026-06-26\|83.42\|-7.61\|88.91\|90.20\|83.40\|365446;2026-06-29\|84.03\|0.73\|84.92\|87.60\|81.30\|300595;2026-06-30\|92.85\|10.50\|84.48\|93.36\|84.07\|465928;2026-07-01\|93.55\|0.75\|93.62\|96.08\|89.30\|373018;2026-07-02\|87.79\|-6.16\|90.81\|92.33\|86.60\|344362;2026-07-03\|88.96\|1.33\|88.37\|93.88\|87.20\|300826;2026-07-06\|85.13\|-4.31\|88.79\|94.36\|84.38\|340026;2026-07-07\|85.04\|-0.11\|85.28\|87.39\|83.46\|205988;2026-07-08\|77.43\|-8.95\|83.68\|84.99\|75.53\|386429;2026-07-09\|81.11\|4.75\|78.01\|81.55\|75.90\|279940
118057	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	固态电池+两轮换电+业绩扭亏 1、据2026年3月10日披露的2025年度报告，公司全年营收27.35亿元，同比增长48.33%，归母净利润5587.93万元，同比扭亏为盈。 2、据2025年9月22日互动易，公司固态电池处于研发向示范应用过渡阶段，计划用于高速电摩、机器人及低空经济场景。 3、据2025年度报告及2025年8月27日半年报，公司大圆柱34系电芯已实现满产满销，切入两轮车换电赛道，与共享换电头部客户深度合作，带动出货量增长。	国内以两轮车锂电池为主业的A股上市第一股，公司的轻型车用锂离子电池主要应用在电动两轮车上，电动两轮车主要是指电助力车和电动摩托车	2026-03-02\|37.51\|-3.27\|38.39\|39.60\|37.22\|23199;2026-03-03\|36.70\|-2.16\|37.69\|38.65\|36.70\|18097;2026-03-04\|35.45\|-3.41\|37.00\|37.22\|35.35\|13014;2026-03-05\|35.62\|0.48\|36.20\|36.83\|35.30\|14519;2026-03-06\|36.53\|2.55\|35.27\|36.86\|35.20\|14647;2026-03-09\|35.91\|-1.70\|35.80\|36.92\|35.25\|15083;2026-03-10\|38.14\|6.21\|36.22\|38.22\|36.22\|19395;2026-03-11\|39.36\|3.20\|38.09\|40.81\|37.96\|33969;2026-03-12\|41.31\|4.95\|39.23\|42.45\|39.02\|35501;2026-03-13\|41.40\|0.22\|41.31\|42.26\|40.41\|23621;2026-03-16\|41.01\|-0.94\|40.51\|41.01\|38.85\|28928;2026-03-17\|38.71\|-5.61\|40.90\|41.38\|38.70\|17583;2026-03-18\|39.71\|2.58\|38.67\|40.58\|38.50\|22387;2026-03-19\|40.28\|1.44\|39.43\|41.68\|39.20\|20308;2026-03-20\|42.42\|5.31\|40.90\|43.50\|40.45\|34322;2026-03-23\|46.96\|10.70\|41.99\|48.86\|41.40\|63899;2026-03-24\|45.34\|-3.45\|46.96\|48.98\|43.50\|64786;2026-03-25\|43.90\|-3.18\|44.50\|45.47\|43.08\|56097;2026-03-26\|45.46\|3.55\|43.53\|46.35\|42.44\|60172;2026-03-27\|43.90\|-3.43\|43.90\|44.44\|42.66\|43184;2026-03-30\|41.00\|-6.61\|43.02\|43.39\|39.51\|44113;2026-03-31\|38.21\|-6.80\|40.77\|41.50\|38.18\|39958;2026-04-01\|39.97\|4.61\|39.44\|41.17\|38.50\|32234;2026-04-02\|38.88\|-2.73\|39.25\|40.30\|37.94\|21790;2026-04-03\|43.00\|10.60\|41.19\|44.00\|40.59\|55953;2026-04-07\|51.60\|20.00\|43.34\|51.60\|43.34\|87475;2026-04-08\|48.94\|-5.16\|52.63\|53.59\|48.27\|76455;2026-04-09\|51.79\|5.82\|48.50\|53.59\|47.98\|81980;2026-04-10\|50.63\|-2.24\|51.56\|52.69\|49.95\|56859;2026-04-13\|53.25\|5.17\|51.39\|55.69\|51.01\|66086;2026-04-14\|54.40\|2.16\|53.00\|54.50\|52.00\|45219;2026-04-15\|53.31\|-2.00\|55.00\|56.28\|52.98\|40309;2026-04-16\|52.24\|-2.01\|53.34\|53.89\|51.83\|44576;2026-04-17\|53.95\|3.27\|52.24\|54.47\|51.65\|36177;2026-04-20\|54.20\|0.46\|53.96\|55.35\|52.88\|32940;2026-04-21\|54.60\|0.74\|53.66\|56.26\|53.20\|31436;2026-04-22\|55.10\|0.92\|54.24\|57.80\|54.08\|37594;2026-04-23\|54.35\|-1.36\|54.60\|54.70\|52.12\|27028;2026-04-24\|53.78\|-1.05\|53.25\|54.73\|52.80\|18744;2026-04-27\|53.52\|-0.48\|55.30\|56.68\|52.50\|29525;2026-04-28\|52.85\|-1.25\|52.82\|54.50\|51.51\|23989;2026-04-29\|54.13\|2.42\|52.27\|55.35\|50.38\|30046;2026-04-30\|52.50\|-3.01\|54.00\|54.00\|52.43\|15744;2026-05-06\|55.65\|6.00\|53.00\|56.96\|51.17\|52200;2026-05-07\|54.44\|-2.17\|55.65\|56.00\|53.61\|34276;2026-05-08\|52.95\|-2.74\|53.95\|54.52\|52.25\|32311;2026-05-11\|54.00\|2.37\|52.62\|54.18\|51.51\|25898;2026-05-12\|52.10\|-3.52\|53.90\|53.90\|50.60\|33366;2026-05-13\|52.29\|0.36\|51.68\|53.28\|51.34\|19588;2026-05-14\|57.22\|9.43\|52.47\|57.55\|51.71\|50184;2026-05-15\|54.10\|-5.45\|57.70\|58.27\|53.20\|46616;2026-05-18\|52.74\|-2.51\|52.00\|53.57\|51.60\|27765;2026-05-19\|57.92\|9.82\|53.73\|62.62\|53.40\|65777;2026-05-20\|57.09\|-1.43\|59.00\|59.28\|55.10\|43279;2026-05-21\|53.55\|-6.20\|56.95\|57.30\|53.50\|33724;2026-05-22\|54.63\|2.02\|54.00\|56.49\|53.35\|28765;2026-05-25\|59.95\|9.74\|55.50\|61.52\|54.87\|52106;2026-05-26\|61.88\|3.22\|59.95\|65.48\|58.75\|57610;2026-05-27\|57.76\|-6.66\|61.61\|62.36\|57.61\|42607;2026-05-28\|55.02\|-4.74\|57.50\|58.09\|52.41\|42652;2026-05-29\|52.40\|-4.76\|55.02\|56.00\|51.50\|28346;2026-06-01\|49.78\|-5.00\|55.00\|55.57\|49.69\|35612;2026-06-02\|51.32\|3.09\|49.78\|52.48\|49.50\|25642;2026-06-03\|50.72\|-1.17\|51.31\|52.31\|49.51\|18932;2026-06-04\|50.60\|-0.24\|49.88\|50.96\|48.88\|15600;2026-06-05\|49.59\|-2.00\|50.79\|50.99\|47.08\|22318;2026-06-08\|47.20\|-4.82\|48.61\|48.61\|46.47\|16907;2026-06-09\|48.03\|1.76\|48.38\|48.56\|47.08\|11154;2026-06-10\|47.60\|-0.90\|48.00\|48.33\|46.00\|13848;2026-06-11\|47.48\|-0.25\|47.80\|48.28\|46.86\|9276;2026-06-12\|48.88\|2.95\|48.00\|49.37\|47.34\|20643;2026-06-15\|51.05\|4.44\|49.22\|51.18\|48.83\|19293;2026-06-16\|52.00\|1.86\|51.57\|52.47\|49.79\|16334;2026-06-17\|52.59\|1.13\|51.90\|52.80\|51.10\|13819;2026-06-18\|52.67\|0.15\|53.45\|53.45\|51.59\|15373;2026-06-22\|53.67\|1.90\|53.06\|55.00\|51.58\|28275;2026-06-23\|56.99\|6.19\|53.24\|59.48\|53.00\|36155;2026-06-24\|56.80\|-0.33\|55.53\|58.21\|55.53\|25868;2026-06-25\|54.88\|-3.38\|56.50\|57.08\|53.22\|24445;2026-06-26\|54.55\|-0.60\|53.89\|57.33\|53.70\|20009;2026-06-29\|52.12\|-4.45\|55.00\|55.00\|51.50\|18133;2026-06-30\|58.08\|11.44\|51.88\|59.92\|51.58\|46542;2026-07-01\|60.40\|3.99\|59.30\|63.63\|58.08\|51308;2026-07-02\|62.09\|2.80\|60.49\|66.80\|60.10\|53033;2026-07-03\|59.02\|-4.94\|64.17\|64.17\|59.01\|39206;2026-07-06\|58.01\|-1.71\|58.50\|61.90\|57.50\|30464;2026-07-07\|56.50\|-2.60\|57.42\|59.94\|54.80\|25921;2026-07-08\|53.33\|-5.61\|56.12\|56.50\|52.77\|2353554;2026-07-09\|53.08\|-0.47\|52.66\|53.89\|50.32\|2420020
118056	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：定增获受理叠加固态电池设备研发加速及锂电前段设备龙头地位强化；涨停缘由：定增材料正式受理催化、固态电池设备关键技术研发项目落地、锂电池前段核心设备市占率领先、6月单月新增3项实用新型专利、Q1业绩同比高增近50%；资金逻辑：7月1日主力资金净买入1796万元扭转此前连续净流出态势、融资余额升至5.52亿元杠杆资金积极回补、散户资金持续流入；风险提示：定增尚需上交所审核通过及证监会注册批复存在政策不确定性、负债率73.82%偏高、行业竞争加剧可能压缩毛利率。	国内锂电池制造装备行业领先企业之一；公司携手Quintus共同攻克固态电池等静压装备核心技术	2026-03-02\|57.08\|-4.47\|58.90\|59.69\|56.70\|62361;2026-03-03\|53.10\|-6.97\|57.38\|58.45\|52.96\|70718;2026-03-04\|52.49\|-1.15\|52.31\|53.50\|52.01\|42637;2026-03-05\|52.86\|0.70\|53.50\|54.13\|52.25\|33129;2026-03-06\|53.77\|1.72\|52.82\|54.13\|52.14\|33069;2026-03-09\|53.10\|-1.25\|52.70\|53.70\|50.97\|45368;2026-03-10\|54.50\|2.64\|53.86\|54.84\|53.86\|31598;2026-03-11\|55.56\|1.95\|54.62\|56.77\|54.21\|52915;2026-03-12\|56.10\|0.97\|55.31\|56.65\|55.01\|42892;2026-03-13\|55.26\|-1.50\|55.83\|57.18\|55.18\|41689;2026-03-16\|55.91\|1.18\|55.30\|56.68\|54.80\|37974;2026-03-17\|54.20\|-3.06\|56.00\|56.98\|54.08\|29864;2026-03-18\|53.73\|-0.87\|53.88\|54.73\|52.81\|27296;2026-03-19\|51.99\|-3.24\|53.06\|53.58\|51.69\|30212;2026-03-20\|52.03\|0.08\|51.99\|54.30\|51.59\|44184;2026-03-23\|50.27\|-3.38\|51.19\|52.65\|50.00\|61376;2026-03-24\|49.97\|-0.60\|51.00\|51.59\|47.51\|63908;2026-03-25\|49.94\|-0.06\|50.00\|51.17\|49.00\|49032;2026-03-26\|48.76\|-2.36\|49.94\|51.18\|48.60\|58152;2026-03-27\|50.63\|3.84\|48.17\|51.10\|48.00\|57246;2026-03-30\|49.80\|-1.64\|50.37\|50.66\|48.33\|43074;2026-03-31\|47.10\|-5.42\|50.10\|50.22\|47.03\|53182;2026-04-01\|47.99\|1.89\|48.06\|48.72\|47.48\|52538;2026-04-02\|45.33\|-5.54\|47.53\|47.98\|44.91\|48771;2026-04-03\|44.40\|-2.05\|45.36\|46.50\|44.19\|35189;2026-04-07\|45.65\|2.82\|44.47\|46.46\|44.47\|34313;2026-04-08\|47.85\|4.82\|46.95\|47.89\|46.49\|38485;2026-04-09\|46.99\|-1.80\|47.62\|47.71\|46.65\|28694;2026-04-10\|49.68\|5.72\|47.46\|50.18\|47.33\|63100;2026-04-13\|50.75\|2.15\|49.34\|51.86\|49.19\|56940;2026-04-14\|51.75\|1.97\|51.97\|52.10\|50.60\|49664;2026-04-15\|50.53\|-2.36\|51.78\|52.07\|50.31\|45069;2026-04-16\|51.13\|1.19\|51.08\|52.09\|50.00\|50072;2026-04-17\|53.89\|5.40\|51.95\|54.60\|51.20\|82393;2026-04-20\|54.39\|0.93\|54.00\|55.62\|53.46\|66560;2026-04-21\|55.63\|2.28\|54.36\|56.46\|53.60\|77579;2026-04-22\|55.85\|0.40\|55.00\|57.10\|54.27\|57498;2026-04-23\|53.45\|-4.30\|55.73\|55.73\|53.20\|61948;2026-04-24\|54.01\|1.05\|53.41\|54.64\|52.31\|50656;2026-04-27\|55.27\|2.33\|54.02\|55.66\|53.26\|45609;2026-04-28\|53.42\|-3.35\|55.03\|55.03\|53.19\|37454;2026-04-29\|55.45\|3.80\|53.15\|55.83\|52.60\|58000;2026-04-30\|54.11\|-2.42\|55.45\|56.10\|52.88\|65122;2026-05-06\|55.46\|2.49\|54.61\|55.80\|54.01\|70096;2026-05-07\|56.95\|2.69\|55.80\|59.66\|55.49\|99143;2026-05-08\|55.93\|-1.79\|57.12\|58.38\|55.31\|74213;2026-05-11\|55.67\|-0.46\|55.50\|56.17\|54.37\|63322;2026-05-12\|54.40\|-2.28\|55.98\|56.19\|53.86\|53903;2026-05-13\|55.50\|2.02\|54.50\|56.19\|53.70\|65660;2026-05-14\|53.25\|-4.05\|55.50\|55.98\|52.91\|62105;2026-05-15\|54.50\|2.35\|53.56\|55.75\|52.89\|74107;2026-05-18\|57.03\|4.64\|53.90\|57.97\|53.15\|97919;2026-05-19\|56.50\|-0.93\|56.51\|56.97\|55.40\|55222;2026-05-20\|58.25\|3.10\|56.03\|58.98\|55.90\|83567;2026-05-21\|56.24\|-3.45\|58.26\|60.18\|56.11\|100743;2026-05-22\|57.78\|2.74\|56.24\|58.66\|55.78\|70457;2026-05-25\|56.10\|-2.91\|57.81\|57.89\|54.90\|69779;2026-05-26\|55.80\|-0.53\|55.43\|57.20\|54.70\|69910;2026-05-27\|57.49\|3.03\|56.49\|60.57\|56.11\|109036;2026-05-28\|61.04\|6.17\|57.80\|61.66\|57.02\|140764;2026-05-29\|57.30\|-6.13\|61.50\|61.88\|57.00\|124681;2026-06-01\|55.85\|-2.53\|56.74\|60.13\|55.70\|102919;2026-06-02\|53.80\|-3.67\|55.40\|56.30\|52.68\|87936;2026-06-03\|51.76\|-3.79\|53.62\|55.20\|50.99\|90050;2026-06-04\|50.39\|-2.65\|51.21\|52.16\|49.49\|58158;2026-06-05\|51.00\|1.21\|50.50\|52.88\|48.32\|80336;2026-06-08\|47.05\|-7.75\|48.35\|49.18\|46.26\|84377;2026-06-09\|46.88\|-0.36\|47.57\|47.82\|46.25\|54893;2026-06-10\|43.37\|-7.49\|46.15\|46.15\|42.70\|84282;2026-06-11\|41.61\|-4.06\|43.01\|43.39\|40.96\|77229;2026-06-12\|41.05\|-1.35\|42.08\|43.00\|40.86\|79164;2026-06-15\|43.47\|5.90\|41.98\|43.52\|41.42\|65110;2026-06-16\|46.57\|7.13\|43.80\|47.00\|43.21\|87226;2026-06-17\|48.71\|4.60\|45.98\|48.98\|45.53\|97203;2026-06-18\|46.99\|-3.53\|49.02\|49.50\|46.93\|80744;2026-06-22\|47.31\|0.68\|46.92\|48.56\|45.22\|79544;2026-06-23\|46.17\|-2.41\|47.21\|48.67\|45.89\|52457;2026-06-24\|45.80\|-0.80\|46.01\|46.68\|44.09\|49748;2026-06-25\|48.42\|5.72\|45.80\|48.58\|45.06\|101294;2026-06-26\|46.00\|-5.00\|47.50\|49.78\|44.78\|131366;2026-06-29\|47.15\|2.50\|44.79\|49.66\|44.70\|110402;2026-06-30\|52.55\|11.45\|47.00\|52.85\|47.00\|129159;2026-07-01\|51.70\|-1.62\|51.89\|53.02\|50.92\|72672;2026-07-02\|49.32\|-4.60\|51.70\|51.78\|49.11\|67014;2026-07-03\|48.06\|-2.55\|49.00\|49.86\|47.92\|59334;2026-07-06\|44.88\|-6.62\|47.98\|48.58\|44.71\|66668;2026-07-07\|43.08\|-4.01\|45.11\|46.00\|42.86\|54481;2026-07-08\|41.17\|-4.43\|43.08\|43.49\|39.60\|6594524;2026-07-09\|41.61\|1.07\|41.17\|42.44\|39.39\|5650342
118055	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	拟控股鑫兴光电+锂矿+电商直销 1、据证券时报2026年6月30日报道，浙江鑫兴光电半导体有限公司发生股权变动，广东鑫诚光电半导体有限公司将其持有的鑫兴光电51%股权转让至公司，相关工商变更登记手续已办理完成。 2、据2026年4月28日年报，公司通过收购宇瑞科技控股光宇矿业，旗下南阳山锂矿、蔡家锂矿已取得采矿许可证，采矿工程井巷掘进1600余米；据2026年5月12日业绩说明会，公司参与的20.01亿元南宁海盟新能源投资合伙企业，其投资的年产30万吨硫酸绿色循环经济项目已基本具备投产条件。 3、据2026年5月12日业绩说明会及2026年4月28日年报，公司2025年度电商直销业务收入占比达98.82%，为核心主营业务，经营战略已从直播电商向电商直销业务转型。	公司控股孙公司光宇矿业旗下南阳山锂矿、蔡家锂矿已于2023年7月取得采矿许可证，选矿厂整体完工进度87.84%，采矿工程完工进度21.25%，同步开展锂原矿碎矿销售，新能源业务持续推进	2026-03-02\|18.85\|-4.51\|19.28\|19.62\|18.36\|87320;2026-03-03\|18.12\|-3.87\|19.03\|19.43\|18.07\|58193;2026-03-04\|18.21\|0.50\|17.76\|18.44\|17.74\|45011;2026-03-05\|18.54\|1.81\|18.57\|18.95\|18.41\|35172;2026-03-06\|19.40\|4.64\|18.50\|19.57\|18.34\|60944;2026-03-09\|18.85\|-2.84\|19.15\|19.16\|18.45\|51586;2026-03-10\|19.19\|1.80\|19.13\|19.25\|18.86\|32828;2026-03-11\|19.22\|0.16\|19.15\|19.64\|19.12\|46615;2026-03-12\|20.49\|6.61\|19.15\|20.73\|19.04\|134191;2026-03-13\|21.11\|3.03\|20.50\|21.82\|20.50\|182755;2026-03-16\|21.75\|3.03\|21.71\|22.87\|21.20\|137032;2026-03-17\|21.20\|-2.53\|21.54\|22.19\|21.11\|103789;2026-03-18\|21.31\|0.52\|21.47\|21.47\|21.00\|56292;2026-03-19\|20.60\|-3.33\|21.20\|21.30\|20.50\|50342;2026-03-20\|19.22\|-6.70\|20.60\|21.08\|19.20\|119748;2026-03-23\|18.06\|-6.04\|18.95\|19.28\|17.78\|79135;2026-03-24\|18.80\|4.10\|18.51\|18.97\|17.00\|96905;2026-03-25\|18.98\|0.96\|18.94\|19.37\|18.68\|56940;2026-03-26\|18.60\|-2.00\|18.79\|19.10\|18.51\|36272;2026-03-27\|20.72\|11.40\|18.28\|21.17\|18.28\|154691;2026-03-30\|20.81\|0.43\|20.63\|21.03\|20.22\|89801;2026-03-31\|20.11\|-3.36\|20.78\|20.94\|20.10\|60596;2026-04-01\|19.90\|-1.04\|20.49\|20.80\|19.86\|59092;2026-04-02\|19.55\|-1.76\|19.72\|20.38\|19.30\|56048;2026-04-03\|19.15\|-2.05\|19.53\|19.87\|18.62\|59469;2026-04-07\|19.28\|0.68\|19.16\|19.92\|19.00\|42077;2026-04-08\|20.07\|4.10\|19.67\|20.18\|19.44\|63205;2026-04-09\|20.05\|-0.10\|20.00\|20.43\|19.84\|58848;2026-04-10\|19.76\|-1.45\|20.41\|20.51\|19.73\|63680;2026-04-13\|19.52\|-1.21\|19.70\|19.84\|19.33\|40118;2026-04-14\|20.32\|4.10\|19.52\|20.32\|19.42\|80482;2026-04-15\|20.57\|1.23\|20.53\|21.01\|19.95\|80711;2026-04-16\|20.75\|0.88\|20.56\|20.99\|20.35\|75357;2026-04-17\|21.37\|2.99\|20.64\|21.54\|20.52\|86363;2026-04-20\|24.31\|13.76\|21.41\|25.50\|21.41\|287678;2026-04-21\|23.33\|-4.03\|23.61\|24.50\|22.92\|193223;2026-04-22\|25.23\|8.14\|23.22\|25.75\|22.65\|185364;2026-04-23\|24.63\|-2.38\|25.47\|25.47\|24.36\|107436;2026-04-24\|24.16\|-1.91\|24.41\|24.90\|23.83\|89811;2026-04-27\|23.70\|-1.90\|23.80\|24.34\|23.50\|87678;2026-04-28\|24.00\|1.27\|23.60\|26.25\|23.60\|218935;2026-04-29\|24.84\|3.50\|23.76\|26.60\|23.70\|223919;2026-04-30\|24.93\|0.36\|25.34\|25.34\|24.35\|117402;2026-05-06\|26.18\|5.01\|25.00\|26.56\|25.00\|150268;2026-05-07\|27.68\|5.73\|26.16\|27.83\|26.02\|157257;2026-05-08\|29.71\|7.33\|27.60\|30.67\|26.70\|269933;2026-05-11\|31.28\|5.28\|29.71\|31.93\|29.17\|287377;2026-05-12\|29.01\|-7.26\|30.66\|30.66\|27.13\|289090;2026-05-13\|30.37\|4.69\|28.38\|31.40\|28.28\|229674;2026-05-14\|29.75\|-2.04\|30.19\|30.59\|29.20\|133047;2026-05-15\|28.72\|-3.46\|29.75\|30.50\|28.30\|123140;2026-05-18\|29.75\|3.59\|28.52\|29.94\|28.30\|99031;2026-05-19\|30.69\|3.16\|29.86\|31.46\|29.43\|118512;2026-05-20\|33.28\|8.44\|31.02\|33.77\|30.61\|174761;2026-05-21\|31.91\|-4.12\|33.95\|34.27\|31.50\|152757;2026-05-22\|32.48\|1.79\|32.51\|33.21\|30.96\|117483;2026-05-25\|31.68\|-2.46\|32.48\|33.00\|30.60\|136884;2026-05-26\|31.79\|0.35\|31.69\|32.58\|30.45\|100058;2026-05-27\|31.56\|-0.72\|31.79\|32.31\|30.60\|100645;2026-05-28\|31.63\|0.22\|31.66\|32.87\|31.04\|80077;2026-05-29\|30.52\|-3.51\|32.26\|33.08\|30.20\|99277;2026-06-01\|29.60\|-3.01\|30.15\|31.10\|28.66\|135357;2026-06-02\|29.04\|-1.89\|29.11\|29.60\|27.60\|134236;2026-06-03\|29.20\|0.55\|28.79\|29.76\|28.54\|102487;2026-06-04\|28.89\|-1.06\|28.90\|29.70\|28.60\|76260;2026-06-05\|28.49\|-1.38\|29.00\|29.29\|27.85\|78618;2026-06-08\|27.10\|-4.88\|26.80\|29.20\|26.60\|105882;2026-06-09\|29.09\|7.34\|27.34\|29.50\|26.93\|91202;2026-06-10\|28.22\|-2.99\|29.00\|29.45\|27.91\|63199;2026-06-11\|26.23\|-7.05\|28.23\|28.34\|25.61\|116747;2026-06-12\|26.45\|0.84\|26.78\|27.47\|26.09\|88314;2026-06-15\|26.42\|-0.11\|26.81\|28.20\|25.95\|82265;2026-06-16\|26.75\|1.25\|26.26\|28.13\|25.24\|116451;2026-06-17\|30.44\|13.79\|26.54\|31.50\|26.44\|214076;2026-06-18\|30.14\|-0.99\|30.41\|30.91\|29.41\|132492;2026-06-22\|31.77\|5.41\|30.27\|31.83\|29.30\|138394;2026-06-23\|31.20\|-1.79\|31.27\|32.40\|31.00\|113272;2026-06-24\|31.73\|1.70\|31.40\|31.80\|30.20\|88449;2026-06-25\|32.19\|1.45\|31.73\|32.48\|31.19\|116938;2026-06-26\|29.50\|-8.36\|32.40\|32.55\|29.04\|148107;2026-06-29\|27.54\|-6.64\|29.71\|30.20\|27.04\|120787;2026-06-30\|33.05\|20.01\|28.60\|33.05\|27.66\|242516;2026-07-01\|39.66\|20.00\|38.40\|39.66\|36.50\|135008;2026-07-02\|34.02\|-14.22\|39.00\|40.00\|33.41\|409733;2026-07-03\|32.13\|-5.56\|34.15\|34.60\|31.97\|215820;2026-07-06\|31.47\|-2.05\|32.43\|32.69\|30.29\|193342;2026-07-07\|29.55\|-6.10\|31.32\|31.78\|29.40\|97068;2026-07-08\|27.90\|-5.58\|30.14\|30.31\|27.80\|101384;2026-07-09\|29.26\|4.87\|28.26\|29.41\|26.64\|122147
118054	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	临时停产+锂盐+锂矿 1、据2026年7月1日公告，受自产锂精矿运输周期与生产调度暂时性错配影响，公司决定自6月30日起对子公司江西中矿锂业合计6.5万吨/年锂盐生产线进行临时停产检修，预计7月底前完成，公司预计全年产销量不受重大不利影响。 2、据2026年4月10日年报，公司是涵盖硬岩型锂矿开发、锂精矿加工与锂化合物生产销售一体化的锂电新能源原料企业，合计拥有418万吨/年选矿产能和7.1万吨/年电池级锂盐产能。 3、据2026年7月1日公告，公司将提升Bikita及Tanco矿山锂精矿发运效率以保障原料自给率，并推进矿山技改及津巴布韦硫酸锂项目建设以降低生产成本。	1、公司拟投资10亿建3.5万吨高纯锂盐项目； 2、公司在赞比亚拥有探矿权，希富玛铜矿详查区内伴生钴资源量为7312.55吨；全资子公司东鹏新材是国内锂离子电解质六氟磷酸锂关键原料电池级氟化锂的主要供应商	2026-03-02\|88.89\|-2.32\|90.98\|91.88\|86.50\|220062;2026-03-03\|81.20\|-8.65\|87.51\|88.85\|80.97\|335132;2026-03-04\|81.58\|0.47\|80.00\|84.17\|79.73\|214789;2026-03-05\|80.50\|-1.32\|82.70\|83.63\|79.50\|195178;2026-03-06\|79.07\|-1.78\|79.88\|81.75\|78.87\|188517;2026-03-09\|79.00\|-0.09\|76.50\|79.61\|74.75\|252060;2026-03-10\|80.13\|1.43\|79.53\|81.28\|79.16\|149050;2026-03-11\|78.34\|-2.23\|79.17\|80.60\|78.16\|226244;2026-03-12\|76.65\|-2.16\|78.28\|78.79\|75.55\|253078;2026-03-13\|76.86\|0.27\|77.26\|80.30\|76.02\|244437;2026-03-16\|74.21\|-3.45\|77.00\|77.15\|71.30\|335769;2026-03-17\|73.14\|-1.44\|74.41\|75.59\|73.10\|181660;2026-03-18\|73.16\|0.03\|73.54\|74.40\|71.77\|196135;2026-03-19\|68.81\|-5.95\|71.60\|71.96\|68.36\|276209;2026-03-20\|67.80\|-1.47\|69.57\|71.30\|67.58\|308249;2026-03-23\|64.28\|-5.19\|63.60\|67.38\|63.11\|438568;2026-03-24\|62.76\|-2.36\|65.90\|66.13\|59.58\|571336;2026-03-25\|64.32\|2.49\|64.00\|65.68\|62.86\|364795;2026-03-26\|68.22\|6.06\|64.64\|69.49\|64.15\|438539;2026-03-27\|73.02\|7.04\|68.64\|75.04\|68.29\|518614;2026-03-30\|73.47\|0.62\|73.02\|75.16\|71.42\|403901;2026-03-31\|74.30\|1.13\|72.80\|76.54\|72.16\|351786;2026-04-01\|74.59\|0.39\|74.01\|75.30\|70.80\|314346;2026-04-02\|73.71\|-1.18\|74.67\|76.13\|73.05\|260910;2026-04-03\|72.21\|-2.04\|73.64\|74.45\|70.90\|216370;2026-04-07\|74.53\|3.21\|73.64\|75.71\|72.80\|252264;2026-04-08\|77.76\|4.33\|75.92\|77.76\|74.54\|257035;2026-04-09\|78.00\|0.31\|78.00\|78.69\|75.60\|183259;2026-04-10\|77.76\|-0.31\|75.00\|79.20\|74.11\|437227;2026-04-13\|82.92\|6.64\|79.97\|83.99\|79.16\|503354;2026-04-14\|83.29\|0.45\|84.00\|84.00\|81.59\|304241;2026-04-15\|80.57\|-3.27\|83.38\|84.50\|79.86\|252883;2026-04-16\|85.49\|6.11\|81.80\|86.73\|81.59\|348328;2026-04-17\|84.63\|-1.01\|85.53\|87.58\|84.29\|229353;2026-04-20\|83.26\|-1.62\|84.65\|85.70\|83.00\|235221;2026-04-21\|83.61\|0.42\|83.81\|84.99\|82.30\|186035;2026-04-22\|83.61\|0.00\|82.77\|84.35\|82.45\|158145;2026-04-23\|80.35\|-3.90\|83.82\|83.95\|78.68\|306587;2026-04-24\|85.37\|6.25\|80.02\|86.66\|79.79\|318855;2026-04-27\|84.81\|-0.66\|84.59\|86.68\|83.92\|192834;2026-04-28\|83.51\|-1.53\|84.85\|85.22\|82.47\|183424;2026-04-29\|91.30\|9.33\|83.50\|91.40\|83.10\|384199;2026-04-30\|90.79\|-0.56\|90.29\|94.50\|89.75\|319971;2026-05-06\|93.66\|3.16\|91.25\|94.39\|90.35\|280781;2026-05-07\|88.00\|-6.04\|93.50\|94.60\|86.45\|346699;2026-05-08\|88.88\|1.00\|89.40\|93.68\|88.39\|319084;2026-05-11\|86.71\|-2.44\|89.55\|91.97\|85.75\|337674;2026-05-12\|84.24\|-2.85\|87.55\|88.05\|83.23\|277197;2026-05-13\|81.67\|-3.05\|85.75\|85.88\|80.00\|343939;2026-05-14\|77.00\|-5.72\|81.21\|81.60\|77.00\|340117;2026-05-15\|73.07\|-5.10\|76.53\|76.96\|72.35\|350722;2026-05-18\|73.45\|0.52\|72.88\|74.66\|72.13\|247605;2026-05-19\|70.12\|-4.53\|72.83\|72.83\|69.07\|325806;2026-05-20\|68.82\|-1.85\|67.13\|69.96\|65.34\|451761;2026-05-21\|65.89\|-4.26\|69.32\|70.76\|65.73\|323641;2026-05-22\|68.02\|4.02\|66.10\|68.47\|64.92\|249549;2026-05-25\|67.01\|-1.48\|68.60\|68.90\|66.72\|227842;2026-05-26\|67.20\|0.28\|66.70\|67.55\|64.38\|266739;2026-05-27\|64.61\|-3.85\|67.20\|68.70\|64.32\|268580;2026-05-28\|63.75\|-1.33\|64.78\|65.86\|61.46\|299310;2026-05-29\|61.89\|-2.92\|64.16\|64.57\|60.70\|274501;2026-06-01\|60.83\|-1.71\|61.78\|62.78\|60.70\|200526;2026-06-02\|60.00\|-1.36\|61.50\|61.51\|58.33\|248829;2026-06-03\|60.44\|0.73\|59.55\|61.01\|58.40\|198368;2026-06-04\|57.80\|-4.37\|59.36\|60.30\|57.23\|273602;2026-06-05\|58.37\|0.99\|57.76\|58.98\|55.82\|298239;2026-06-08\|54.27\|-7.02\|56.30\|58.22\|52.80\|327156;2026-06-09\|57.39\|5.75\|55.08\|57.99\|53.40\|372568;2026-06-10\|57.15\|-0.42\|57.40\|60.63\|56.14\|438029;2026-06-11\|58.75\|2.80\|57.00\|61.27\|56.15\|481551;2026-06-12\|61.18\|4.14\|59.00\|63.14\|58.76\|511513;2026-06-15\|62.50\|2.16\|62.80\|64.80\|61.30\|502630;2026-06-16\|61.80\|-1.12\|62.20\|63.83\|60.88\|406140;2026-06-17\|62.22\|0.68\|61.82\|63.35\|61.00\|285134;2026-06-18\|60.71\|-2.43\|61.80\|62.65\|59.75\|327877;2026-06-22\|62.84\|3.51\|57.99\|62.92\|57.38\|478536;2026-06-23\|58.13\|-7.50\|62.85\|63.18\|57.91\|360971;2026-06-24\|60.25\|3.65\|58.00\|60.88\|56.50\|352381;2026-06-25\|58.15\|-3.49\|59.81\|60.25\|56.65\|384178;2026-06-26\|53.79\|-7.50\|58.50\|59.57\|53.60\|394534;2026-06-29\|53.63\|-0.30\|53.79\|54.47\|51.45\|379429;2026-06-30\|58.99\|9.99\|54.02\|58.99\|53.55\|375284;2026-07-01\|64.89\|10.00\|64.30\|64.89\|63.80\|196901;2026-07-02\|65.49\|0.92\|64.89\|67.90\|61.64\|918790;2026-07-03\|64.26\|-1.88\|66.05\|67.44\|62.30\|534332;2026-07-06\|63.47\|-1.23\|64.69\|68.18\|63.10\|503275;2026-07-07\|61.05\|-3.81\|63.60\|65.90\|60.69\|358586;2026-07-08\|56.65\|-7.21\|61.06\|62.02\|56.01\|394322;2026-07-09\|53.19\|-6.11\|56.99\|57.22\|51.18\|483000
118053	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	磷酸铁锂+定增扩产+一季报扭亏行业原因： 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2026年6月13日公告，公司拟向特定对象发行股票募资不超过14.28亿元，用于年产10万吨高性能磷酸铁锂正极材料改扩建及5万吨新产线项目，并投资不超过8.2亿元新建5万吨高性能磷酸铁锂产线。 2、据2026年4月29日年报，公司主营锂离子电池正极材料业务，磷酸铁锂建成产能22.5万吨、在建7.5万吨，高压实密度产品已配套比亚迪等核心客户。 3、据2026年4月29日公告，公司2026年一季度实现营收13.83亿元，同比增长276.52%，归母净利润7693.40万元，同比扭亏为盈。	公司与中科院青能所共同成立了中科丰元研究院，在固态电池正极材料方面有相应研发布局并持续投入研发；一季度净利润同比增长185.59%	2026-03-02\|16.25\|-2.99\|16.24\|16.70\|16.01\|80152;2026-03-03\|16.66\|2.52\|16.38\|17.88\|16.38\|346020;2026-03-04\|16.66\|0.00\|16.86\|17.21\|16.32\|232292;2026-03-05\|16.86\|1.20\|17.19\|17.27\|16.62\|217153;2026-03-06\|17.82\|5.69\|18.55\|18.55\|17.60\|577668;2026-03-09\|18.12\|1.68\|17.13\|18.20\|17.13\|436238;2026-03-10\|17.80\|-1.77\|18.01\|18.38\|17.75\|308685;2026-03-11\|18.30\|2.81\|17.76\|18.70\|17.50\|416422;2026-03-12\|17.95\|-1.91\|18.04\|18.38\|17.82\|228439;2026-03-13\|18.00\|0.28\|18.05\|18.58\|17.78\|283870;2026-03-16\|17.90\|-0.56\|17.79\|18.30\|17.75\|204778;2026-03-17\|17.37\|-2.96\|17.73\|18.22\|17.34\|199508;2026-03-18\|17.08\|-1.67\|17.35\|17.56\|16.75\|198627;2026-03-19\|16.45\|-3.69\|16.75\|17.07\|16.38\|138183;2026-03-20\|16.29\|-0.97\|16.45\|17.18\|16.15\|222325;2026-03-23\|16.56\|1.66\|15.91\|17.36\|15.60\|319179;2026-03-24\|17.37\|4.89\|16.88\|17.38\|16.35\|257348;2026-03-25\|17.50\|0.75\|17.37\|17.65\|17.13\|173327;2026-03-26\|17.52\|0.11\|17.41\|18.00\|17.32\|191436;2026-03-27\|18.25\|4.17\|17.33\|18.33\|17.29\|327740;2026-03-30\|18.07\|-0.99\|18.10\|18.34\|17.68\|202551;2026-03-31\|17.46\|-3.38\|17.80\|18.04\|17.45\|168144;2026-04-01\|17.45\|-0.06\|17.72\|17.93\|17.08\|158342;2026-04-02\|17.01\|-2.52\|17.45\|17.74\|16.91\|139162;2026-04-03\|16.05\|-5.64\|17.03\|17.28\|15.96\|165249;2026-04-07\|16.67\|3.86\|16.05\|16.95\|16.05\|144629;2026-04-08\|17.10\|2.58\|16.83\|17.13\|16.61\|135358;2026-04-09\|16.92\|-1.05\|17.00\|17.44\|16.60\|126815;2026-04-10\|17.31\|2.31\|16.92\|17.59\|16.92\|160825;2026-04-13\|17.72\|2.37\|17.17\|17.75\|17.13\|148185;2026-04-14\|18.26\|3.05\|17.73\|18.28\|17.65\|197230;2026-04-15\|17.61\|-3.56\|18.33\|18.45\|17.51\|148266;2026-04-16\|18.51\|5.11\|17.90\|19.37\|17.61\|510358;2026-04-17\|18.15\|-1.94\|18.59\|18.80\|17.94\|323631;2026-04-20\|18.17\|0.11\|18.14\|18.44\|17.92\|176594;2026-04-21\|17.95\|-1.21\|18.25\|18.33\|17.73\|141204;2026-04-22\|18.04\|0.50\|18.03\|18.60\|17.92\|163130;2026-04-23\|17.87\|-0.94\|17.93\|18.47\|17.34\|218675;2026-04-24\|18.23\|2.01\|17.71\|18.40\|17.62\|190880;2026-04-27\|18.36\|0.71\|18.20\|18.49\|18.03\|151667;2026-04-28\|18.88\|2.83\|18.64\|19.33\|18.38\|253810;2026-04-29\|20.77\|10.01\|19.80\|20.77\|19.56\|244884;2026-04-30\|22.85\|10.01\|22.68\|22.85\|22.22\|130426;2026-05-06\|25.14\|10.02\|23.34\|25.14\|22.78\|693474;2026-05-07\|24.52\|-2.47\|25.15\|26.50\|24.06\|775083;2026-05-08\|24.65\|0.53\|24.78\|26.15\|24.21\|556395;2026-05-11\|25.46\|3.29\|24.65\|25.81\|24.41\|515788;2026-05-12\|24.82\|-2.51\|25.10\|25.28\|24.32\|323446;2026-05-13\|27.30\|9.99\|24.82\|27.30\|24.71\|214307;2026-05-14\|24.57\|-10.00\|27.09\|27.09\|24.57\|391389;2026-05-15\|23.73\|-3.42\|23.35\|24.49\|23.23\|390647;2026-05-18\|24.34\|2.57\|23.70\|25.04\|23.30\|278236;2026-05-19\|23.76\|-2.38\|24.15\|24.32\|23.41\|221273;2026-05-20\|23.58\|-0.76\|23.59\|24.09\|22.70\|211389;2026-05-21\|22.88\|-2.97\|23.89\|24.65\|22.82\|208449;2026-05-22\|23.36\|2.10\|23.02\|23.59\|22.73\|139383;2026-05-25\|22.44\|-3.94\|23.34\|23.63\|22.28\|174833;2026-05-26\|21.90\|-2.41\|22.14\|22.45\|21.55\|143384;2026-05-27\|21.36\|-2.47\|21.68\|22.33\|21.20\|123052;2026-05-28\|21.48\|0.56\|21.36\|21.71\|20.91\|123792;2026-05-29\|21.55\|0.33\|21.63\|22.22\|21.26\|154813;2026-06-01\|21.42\|-0.60\|21.22\|22.20\|21.20\|141062;2026-06-02\|21.00\|-1.96\|21.11\|21.88\|20.30\|149290;2026-06-03\|20.95\|-0.24\|20.83\|21.30\|20.74\|93508;2026-06-04\|20.47\|-2.29\|20.70\|20.78\|20.33\|92769;2026-06-05\|20.82\|1.71\|20.48\|21.00\|19.82\|123646;2026-06-08\|19.75\|-5.14\|20.07\|20.85\|19.37\|124644;2026-06-09\|20.38\|3.19\|20.25\|20.47\|19.60\|107249;2026-06-10\|20.05\|-1.62\|20.10\|20.55\|19.84\|83901;2026-06-11\|20.38\|1.65\|20.11\|20.98\|20.11\|149391;2026-06-12\|21.24\|4.22\|20.53\|22.20\|20.45\|274745;2026-06-15\|22.00\|3.58\|21.21\|22.18\|21.00\|297365;2026-06-16\|24.20\|10.00\|22.02\|24.20\|21.93\|302155;2026-06-17\|24.44\|0.99\|24.01\|24.51\|23.25\|412462;2026-06-18\|26.88\|9.98\|25.61\|26.88\|25.30\|310098;2026-06-22\|29.57\|10.01\|26.80\|29.57\|26.00\|375492;2026-06-23\|29.40\|-0.57\|29.45\|30.58\|28.45\|449057;2026-06-24\|29.81\|1.39\|29.10\|30.02\|27.76\|397292;2026-06-25\|29.18\|-2.11\|29.39\|29.98\|28.41\|284599;2026-06-26\|26.56\|-8.98\|29.01\|29.08\|26.26\|297736;2026-06-29\|25.99\|-2.15\|26.90\|27.37\|25.23\|262094;2026-06-30\|28.59\|10.00\|25.96\|28.59\|25.80\|92440;2026-07-01\|28.92\|1.15\|28.68\|29.16\|27.40\|360824;2026-07-02\|27.34\|-5.46\|28.42\|28.58\|27.12\|202924;2026-07-03\|26.66\|-2.49\|27.34\|27.85\|26.46\|167239;2026-07-06\|27.45\|2.96\|26.47\|29.31\|26.08\|263799;2026-07-07\|26.33\|-4.08\|27.21\|29.36\|26.00\|272044;2026-07-08\|24.65\|-6.38\|26.89\|27.05\|24.20\|244476;2026-07-09\|23.48\|-4.75\|24.42\|24.50\|22.80\|219768

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