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
119877		2026中报预增+人造板装备+海外业务 1、据2026年7月9日公告，公司预计2026年上半年归属于上市公司股东的净利润为1.57亿元，同比增长59.63%。业绩增长主要系验收的高单价生产线项目数量较多，整体毛利率水平较高，且钢带、改造等产品销售收入实现较大幅度增长。 2、据2025年年报，公司主营人造板生产线及其配套设备和专用材料的研发、生产、销售和服务，是行业内少数具备生产线整体解决方案能力的供应商，连续平压生产线市占率位居行业前列。 3、据2026年7月9日公告，2026年上半年公司境外生产线项目收入占营业收入的比重约为48%。	公司主营业务为人造板生产线和配套设备，预告中报净利润同比增长59.63%，因“公司共验收5条生产线项目，验收项目数量虽同比减少1条，但高单价项目数量较多，且整体毛利率水平较高”	2026-07-03\|24.60\|3.49\|23.77\|24.79\|23.62\|9685;2026-07-06\|24.61\|0.04\|24.60\|25.05\|24.50\|8126;2026-07-07\|24.02\|-2.40\|24.59\|24.74\|23.93\|5699;2026-07-08\|23.66\|-1.50\|24.02\|24.15\|23.50\|6376;2026-07-09\|26.03\|10.02\|26.03\|26.03\|26.03\|6287;2026-07-10\|28.63\|9.99\|28.11\|28.63\|27.85\|37965;2026-07-13\|31.49\|9.99\|28.80\|31.49\|28.60\|116406;2026-07-14\|30.19\|-4.13\|30.00\|31.47\|28.56\|85654;2026-07-15\|30.10\|-0.30\|28.84\|30.30\|28.70\|58673;2026-07-16\|32.43\|7.74\|29.50\|32.70\|29.01\|87518;2026-07-17\|33.85\|4.38\|31.10\|34.54\|30.72\|92654;2026-07-20\|30.47\|-9.99\|32.50\|33.66\|30.47\|40474;2026-07-21\|32.29\|5.97\|28.83\|32.50\|28.83\|90025;2026-07-22\|29.70\|-8.02\|30.97\|30.99\|29.06\|83794;2026-07-23\|29.00\|-2.36\|29.40\|29.91\|27.70\|66627;2026-07-24\|27.08\|-6.62\|28.48\|28.49\|27.00\|54585;2026-07-27\|27.77\|2.55\|26.91\|27.89\|26.30\|38136;2026-07-28\|27.94\|0.61\|27.44\|28.68\|27.36\|35857;2026-07-29\|28.24\|1.07\|27.93\|28.41\|27.61\|30914;2026-07-30\|27.60\|-2.27\|28.04\|28.91\|27.39\|42106;2026-07-31\|28.36\|2.75\|27.83\|28.78\|27.83\|31404;2026-08-03\|29.34\|3.46\|28.25\|29.38\|28.05\|29644;2026-08-04\|29.50\|0.55\|29.50\|29.82\|28.80\|25420;2026-08-05\|29.84\|1.15\|29.70\|29.88\|29.43\|26296;2026-08-06\|29.49\|-1.17\|29.68\|30.07\|29.23\|20080;2026-08-07\|29.25\|-0.81\|29.53\|29.68\|28.95\|21772;2026-08-10\|29.88\|2.15\|29.37\|30.18\|28.91\|26558;2026-08-11\|30.15\|0.90\|29.74\|30.39\|29.74\|20425;2026-08-12\|30.02\|-0.43\|30.05\|30.38\|29.88\|13560;2026-08-13\|29.37\|-2.17\|30.05\|30.07\|29.35\|16427;2026-08-14\|29.55\|0.61\|29.40\|29.77\|29.08\|13751;2026-08-17\|29.91\|1.22\|29.55\|29.93\|29.20\|12161;2026-08-18\|30.02\|0.37\|29.87\|30.07\|29.46\|11955;2026-08-19\|29.01\|-3.36\|30.02\|30.10\|28.82\|13939;2026-08-20\|29.21\|0.69\|29.27\|29.61\|29.05\|12207;2026-08-21\|29.03\|-0.62\|29.70\|29.87\|28.26\|30562;2026-08-24\|28.45\|-2.00\|29.20\|29.60\|28.25\|17727;2026-08-25\|28.78\|1.16\|28.25\|28.97\|28.16\|13700;2026-08-26\|29.03\|0.87\|28.75\|29.17\|28.24\|23319;2026-08-27\|29.10\|0.24\|29.00\|29.31\|28.62\|17816;2026-08-28\|29.18\|0.27\|29.01\|29.25\|28.89\|11956;2026-08-31\|30.32\|3.91\|29.19\|30.46\|29.02\|27392;2026-09-01\|30.46\|0.46\|30.40\|30.70\|30.17\|20660;2026-09-02\|30.68\|0.72\|30.39\|30.97\|30.22\|19489;2026-09-03\|30.02\|-2.15\|30.75\|30.89\|29.78\|19593;2026-09-04\|29.83\|-0.63\|30.40\|30.43\|29.70\|12994;2026-09-07\|30.33\|1.68\|29.79\|30.35\|29.73\|11875;2026-09-08\|30.58\|0.82\|30.24\|30.78\|30.10\|12910;2026-09-09\|30.14\|-1.44\|30.52\|30.52\|30.07\|9219;2026-09-10\|29.03\|-3.68\|30.01\|30.13\|29.01\|13447;2026-09-11\|28.29\|-2.55\|28.89\|29.01\|27.76\|12902;2026-09-14\|28.87\|2.05\|28.16\|29.12\|28.16\|12270;2026-09-15\|28.28\|-2.04\|28.96\|28.96\|28.26\|8441;2026-09-16\|28.58\|1.06\|28.31\|28.78\|28.04\|8871;2026-09-17\|28.61\|0.10\|28.29\|28.84\|28.00\|10212;2026-09-18\|29.00\|1.36\|28.77\|29.17\|28.51\|10429;2026-09-21\|29.80\|2.76\|28.98\|29.96\|28.85\|14559;2026-09-22\|30.12\|1.07\|29.89\|30.25\|29.67\|11501;2026-09-23\|30.95\|2.76\|30.12\|31.12\|29.97\|21587;2026-09-24\|30.55\|-1.29\|30.89\|31.18\|30.48\|17282;2026-09-28\|30.23\|-1.05\|30.55\|30.66\|30.01\|11193;2026-09-29\|29.97\|-0.86\|29.97\|30.55\|29.90\|8370;2026-09-30\|29.75\|-0.73\|30.18\|30.44\|29.63\|9347;2026-10-08\|30.19\|1.48\|29.75\|30.40\|29.58\|13299;2026-10-09\|30.64\|1.49\|29.94\|30.78\|29.80\|16506;2026-10-12\|30.12\|-1.70\|30.63\|30.75\|30.00\|11989;2026-10-13\|29.89\|-0.76\|29.98\|30.20\|28.87\|12310;2026-10-14\|28.85\|-3.48\|30.17\|30.50\|28.80\|12346;2026-10-15\|27.48\|-4.75\|28.41\|28.44\|27.46\|18818;2026-10-16\|27.99\|1.86\|28.04\|28.48\|27.59\|11003;2026-10-19\|27.59\|-1.43\|27.76\|28.31\|27.16\|10402;2026-10-20\|29.00\|5.11\|27.65\|29.17\|27.65\|17660;2026-10-21\|28.46\|-1.86\|29.18\|29.94\|28.32\|13527;2026-10-22\|27.55\|-3.20\|28.51\|28.78\|27.51\|13054;2026-10-23\|25.28\|-8.24\|26.00\|26.20\|24.80\|44726;2026-10-26\|25.02\|-1.03\|24.95\|25.48\|24.56\|29636;2026-10-27\|24.48\|-2.16\|25.03\|25.61\|24.48\|23160;2026-10-28\|25.60\|4.58\|24.54\|25.61\|24.53\|24213;2026-10-29\|24.48\|-4.38\|25.52\|25.80\|24.46\|19795;2026-10-30\|23.88\|-2.45\|24.22\|24.75\|23.82\|15462;2026-11-02\|24.05\|0.71\|23.87\|24.28\|23.42\|16793;2026-11-03\|23.88\|-0.71\|23.91\|24.42\|23.68\|10722;2026-11-04\|24.24\|1.51\|24.06\|24.31\|23.57\|18831;2026-11-05\|24.51\|1.11\|24.12\|24.65\|24.01\|14358;2026-11-06\|24.11\|-1.63\|24.08\|24.50\|23.77\|11693;2026-11-09\|24.17\|0.25\|24.48\|24.60\|24.09\|11794;2026-11-10\|24.48\|1.28\|24.35\|24.54\|24.25\|10084;2026-11-11\|24.60\|0.49\|24.50\|24.75\|24.35\|10690;2026-11-12\|24.29\|-1.26\|24.66\|24.73\|24.28\|9700
119876		半年报预增+型号产品交付+红外芯片 1、据2026年7月9日公告，公司预计2026年上半年归母净利润为12.7亿元至14.5亿元，同比增长601.93%至701.41%；业绩增长主要系型号项目类产品持续交付，同时民品领域红外芯片应用业务持续增长。 2、据2026年4月15日年报，公司已搭建非制冷、制冷型碲镉汞及二类超晶格三条完全自主可控的国产化芯片生产线，是能同时批量生产非制冷和制冷两种探测器的民营企业，承担了国家多个重点型号产品的研制工作，在某些重点领域市场具备独占性优势。 3、据2026年6月30日互动易，公司是一家专业从事红外核心芯片、以红外热成像技术为核心的综合光电系统及完整装备系统总体的研发、生产、销售的高新技术企业。	1、公司上半年净利最高预增7倍，对于业绩增长的原因，公司表示，型号项目类产品，包括与某客户签订的某完整装备系统产品持续交付；同时，红外芯片应用业务持续增长，公司营业收入及利润同比实现大幅增长 2、公司表示实现了65000个通道的脑机接口，并且实现了双向信息的读取与写入； 3、公司大面阵2K红外探测器已配套商业航天及星载领域	2026-07-03\|12.66\|1.20\|12.56\|12.87\|12.40\|506974;2026-07-06\|12.32\|-2.69\|12.79\|13.23\|12.28\|574544;2026-07-07\|12.72\|3.25\|12.28\|12.93\|12.15\|664115;2026-07-08\|12.10\|-4.87\|12.70\|12.97\|12.07\|610967;2026-07-09\|13.31\|10.00\|13.31\|13.31\|13.31\|207844;2026-07-10\|14.64\|9.99\|14.64\|14.64\|14.21\|2039915;2026-07-13\|13.99\|-4.44\|14.35\|14.50\|13.68\|2555115;2026-07-14\|13.60\|-2.79\|13.79\|13.90\|12.61\|1966524;2026-07-15\|13.32\|-2.06\|13.52\|13.77\|13.15\|1222160;2026-07-16\|13.49\|1.28\|12.90\|13.74\|12.87\|1082950;2026-07-17\|13.15\|-2.52\|13.45\|13.98\|12.90\|1472859;2026-07-20\|13.76\|4.64\|13.51\|13.99\|13.44\|1518305;2026-07-21\|14.19\|3.12\|13.77\|14.38\|13.66\|1734166;2026-07-22\|13.84\|-2.47\|13.99\|14.46\|13.70\|1457211;2026-07-23\|13.76\|-0.58\|13.61\|13.93\|13.34\|1123968;2026-07-24\|14.36\|4.36\|13.51\|14.95\|13.31\|2009266;2026-07-27\|14.30\|-0.42\|14.20\|14.46\|13.59\|1487762;2026-07-28\|13.76\|-3.78\|14.00\|14.35\|13.70\|1012895;2026-07-29\|13.91\|1.09\|13.69\|13.99\|13.35\|1122391;2026-07-30\|12.52\|-9.99\|13.65\|13.75\|12.52\|1392296;2026-07-31\|12.61\|0.72\|12.82\|13.03\|12.56\|1147030;2026-08-03\|12.76\|1.19\|12.50\|12.94\|12.38\|724551;2026-08-04\|12.92\|1.25\|12.80\|13.03\|12.65\|697370;2026-08-05\|13.58\|5.11\|12.93\|13.80\|12.90\|1291887;2026-08-06\|13.49\|-0.66\|13.43\|13.70\|13.24\|805133;2026-08-07\|14.06\|4.23\|13.46\|14.20\|13.32\|1131353;2026-08-10\|14.22\|1.14\|14.11\|14.30\|13.86\|900817;2026-08-11\|14.04\|-1.27\|14.22\|14.41\|14.01\|726655;2026-08-12\|13.99\|-0.36\|14.00\|14.09\|13.82\|548468;2026-08-13\|13.83\|-1.14\|14.03\|14.20\|13.83\|573900;2026-08-14\|13.92\|0.65\|13.90\|13.99\|13.74\|492104;2026-08-17\|14.08\|1.15\|13.92\|14.09\|13.71\|595233;2026-08-18\|14.02\|-0.43\|14.01\|14.20\|13.84\|574755;2026-08-19\|13.13\|-6.35\|13.85\|13.85\|13.07\|731645;2026-08-20\|13.09\|-0.30\|13.30\|13.37\|13.04\|509476;2026-08-21\|13.52\|3.29\|13.00\|13.55\|12.86\|584586;2026-08-24\|13.41\|-0.81\|13.40\|13.84\|13.17\|548311;2026-08-25\|13.21\|-1.49\|13.28\|13.39\|12.76\|769895;2026-08-26\|12.83\|-2.88\|13.27\|13.30\|12.75\|1055835;2026-08-27\|12.95\|0.94\|12.80\|12.98\|12.66\|775757;2026-08-28\|12.85\|-0.77\|12.91\|13.07\|12.83\|582412;2026-08-31\|12.97\|0.93\|12.75\|12.97\|12.64\|586617;2026-09-01\|12.98\|0.08\|13.00\|13.13\|12.80\|637184;2026-09-02\|12.83\|-1.16\|12.86\|13.10\|12.77\|724865;2026-09-03\|12.66\|-1.32\|12.86\|12.90\|12.65\|639940;2026-09-04\|12.54\|-0.95\|12.71\|12.82\|12.50\|590530;2026-09-07\|12.49\|-0.40\|12.55\|12.60\|12.38\|432508;2026-09-08\|12.56\|0.56\|12.50\|12.60\|12.43\|382063;2026-09-09\|12.59\|0.24\|12.55\|12.64\|12.43\|451542;2026-09-10\|12.32\|-2.14\|12.55\|12.55\|12.32\|423545;2026-09-11\|12.29\|-0.24\|12.20\|12.32\|11.95\|519639;2026-09-14\|12.24\|-0.41\|12.16\|12.29\|12.06\|325139;2026-09-15\|12.11\|-1.06\|12.19\|12.32\|12.08\|338374;2026-09-16\|12.24\|1.07\|12.10\|12.26\|12.04\|339388;2026-09-17\|12.16\|-0.65\|12.16\|12.28\|12.11\|275833;2026-09-18\|12.43\|2.22\|12.24\|12.44\|12.21\|511035;2026-09-21\|12.38\|-0.40\|12.43\|12.43\|12.30\|441647;2026-09-22\|12.23\|-0.41\|12.36\|12.38\|12.20\|454943;2026-09-23\|12.02\|-1.72\|12.21\|12.25\|12.02\|353305;2026-09-24\|11.88\|-1.16\|11.98\|12.03\|11.87\|296321;2026-09-28\|11.37\|-4.29\|11.87\|11.87\|11.31\|432212;2026-09-29\|11.27\|-0.88\|11.33\|11.42\|11.26\|254239;2026-09-30\|11.18\|-0.80\|11.28\|11.36\|11.12\|247125;2026-10-08\|11.20\|0.18\|11.22\|11.34\|11.13\|294729;2026-10-09\|11.34\|1.25\|11.18\|11.34\|10.87\|428548;2026-10-12\|11.29\|-0.44\|11.30\|11.38\|11.20\|256687;2026-10-13\|11.33\|0.35\|11.16\|11.38\|10.98\|327523;2026-10-14\|11.14\|-1.68\|11.26\|11.39\|11.12\|288372;2026-10-15\|10.52\|-5.57\|10.86\|10.88\|10.50\|477390;2026-10-16\|10.78\|2.47\|10.70\|10.94\|10.60\|447709;2026-10-19\|10.99\|1.95\|10.68\|11.03\|10.66\|348482;2026-10-20\|10.89\|-0.91\|10.92\|11.03\|10.82\|268984;2026-10-21\|10.89\|0.00\|10.92\|11.04\|10.85\|266451;2026-10-22\|10.55\|-3.12\|10.88\|10.92\|10.52\|327686;2026-10-23\|10.76\|1.99\|10.38\|10.79\|10.11\|490920;2026-10-26\|10.70\|-0.56\|10.61\|10.84\|10.61\|282542;2026-10-27\|10.31\|-3.64\|10.75\|10.84\|10.29\|355298;2026-10-28\|10.45\|1.36\|10.38\|10.55\|10.22\|319596;2026-10-29\|10.23\|-2.11\|10.36\|10.43\|10.21\|309083;2026-10-30\|9.84\|-3.81\|10.00\|10.25\|9.83\|460302;2026-11-02\|9.96\|1.22\|9.86\|10.08\|9.78\|433650;2026-11-03\|10.00\|0.40\|9.90\|10.24\|9.88\|425927;2026-11-04\|10.31\|3.10\|10.04\|10.32\|9.87\|556567;2026-11-05\|10.43\|1.16\|10.13\|10.55\|10.11\|526857;2026-11-06\|10.09\|-3.26\|10.10\|10.24\|10.05\|424377;2026-11-09\|10.18\|0.89\|10.18\|10.35\|10.16\|321415;2026-11-10\|10.19\|0.10\|10.26\|10.33\|10.18\|254856;2026-11-11\|10.18\|-0.10\|10.15\|10.22\|10.06\|312599;2026-11-12\|10.01\|-1.67\|10.18\|10.24\|9.98\|425226
119875		中报预增+硫磺涨价+供应链物流+湖北国资 1、据2026年7月9日公告，公司预计2026年半年度归母净利润为1.03亿元至1.25亿元，同比增加406.73%到514.97%。 2、据2026年7月9日公告，业绩增长主要因核心品种硫磺市场均价较上年同期显著上行，叠加销量增长，共同推动营业利润提升。 3、据2026年6月26日互动易，公司供应链执行贸易业务主要品种为硫磺；据2025年年报，公司最终控制人为湖北省人民政府国有资产监督管理委员会。	公司预计上半年净利同比增长406.73%-514.97%，因“公司持续聚焦核心主业，强化业务风险管控。供应链执行贸易业务方面，核心品种硫磺市场均价较上年同期显著上行，叠加销量增长，共同推动营业利润实现有效提升。同时，公司深化全面预算管理，健全费用过程监控与动态调整机制，推进成本精细化管控，优化资源配置，进一步压降管理成本，经营质效持续改善”	2026-07-03\|9.55\|2.36\|9.48\|9.66\|9.34\|42297;2026-07-06\|9.55\|0.00\|9.68\|9.72\|9.48\|23302;2026-07-07\|9.26\|-3.04\|9.54\|9.58\|9.18\|31847;2026-07-08\|9.24\|-0.22\|9.22\|9.27\|9.02\|37436;2026-07-09\|10.16\|9.96\|10.16\|10.16\|10.16\|53765;2026-07-10\|9.91\|-2.46\|9.70\|10.20\|9.69\|164208;2026-07-13\|9.80\|-1.11\|9.86\|10.25\|9.77\|95825;2026-07-14\|10.01\|2.14\|9.89\|10.03\|9.62\|71148;2026-07-15\|10.11\|1.00\|10.00\|10.21\|9.89\|64422;2026-07-16\|9.84\|-2.67\|10.08\|10.08\|9.78\|45014;2026-07-17\|9.66\|-1.83\|9.77\|10.04\|9.45\|48928;2026-07-20\|9.35\|-3.21\|9.67\|9.75\|9.18\|55157;2026-07-21\|9.15\|-2.14\|9.36\|9.39\|8.91\|51739;2026-07-22\|9.02\|-1.42\|9.17\|9.25\|8.96\|38104;2026-07-23\|9.19\|1.88\|8.86\|9.21\|8.71\|48559;2026-07-24\|8.92\|-2.94\|9.14\|9.24\|8.86\|36002;2026-07-27\|9.18\|2.91\|8.88\|9.30\|8.88\|33248;2026-07-28\|9.28\|1.09\|9.21\|9.50\|9.20\|34698;2026-07-29\|9.48\|2.16\|9.40\|9.53\|9.25\|39495;2026-07-30\|9.58\|1.05\|9.48\|9.72\|9.41\|40700;2026-07-31\|9.58\|0.00\|9.60\|9.70\|9.44\|43716;2026-08-03\|10.01\|4.49\|9.58\|10.03\|9.58\|65861;2026-08-04\|9.88\|-1.30\|9.95\|10.03\|9.81\|48394;2026-08-05\|9.84\|-0.40\|9.88\|9.93\|9.76\|32211;2026-08-06\|10.03\|1.93\|9.84\|10.04\|9.76\|36582;2026-08-07\|9.93\|-1.00\|10.02\|10.04\|9.78\|29274;2026-08-10\|10.30\|3.73\|9.97\|10.35\|9.93\|41192;2026-08-11\|10.22\|-0.78\|10.24\|10.35\|10.16\|22840;2026-08-12\|10.36\|1.37\|10.26\|10.44\|10.22\|29013;2026-08-13\|10.17\|-1.83\|10.34\|10.37\|10.17\|24530;2026-08-14\|10.26\|0.89\|10.16\|10.30\|10.12\|21271;2026-08-17\|10.49\|2.24\|10.25\|10.50\|10.03\|35141;2026-08-18\|10.54\|0.48\|10.49\|10.64\|10.36\|27200;2026-08-19\|10.49\|-0.47\|10.47\|10.59\|10.36\|33285;2026-08-20\|10.59\|0.95\|10.46\|10.63\|10.45\|34798;2026-08-21\|10.44\|-1.42\|10.52\|10.64\|10.26\|32264;2026-08-24\|10.44\|0.00\|10.46\|10.71\|10.32\|41102;2026-08-25\|10.60\|1.53\|10.43\|10.67\|10.35\|37667;2026-08-26\|10.40\|-1.89\|10.55\|10.55\|9.94\|70854;2026-08-27\|10.31\|-0.87\|10.30\|10.57\|10.26\|44521;2026-08-28\|10.44\|1.26\|10.31\|10.47\|10.22\|37150;2026-08-31\|10.56\|1.15\|10.37\|10.63\|10.30\|62857;2026-09-01\|10.62\|0.57\|10.51\|10.66\|10.49\|35042;2026-09-02\|10.45\|-1.60\|10.60\|10.60\|10.36\|28844;2026-09-03\|10.33\|-1.15\|10.49\|10.57\|10.28\|19582;2026-09-04\|10.32\|-0.10\|10.36\|10.50\|10.28\|23062;2026-09-07\|10.25\|-0.68\|10.40\|10.40\|10.23\|27442;2026-09-08\|10.38\|1.27\|10.30\|10.43\|10.25\|31060;2026-09-09\|10.35\|-0.29\|10.37\|10.41\|10.19\|22646;2026-09-10\|10.20\|-1.45\|10.36\|10.36\|10.17\|14848;2026-09-11\|10.02\|-1.76\|10.19\|10.25\|9.83\|27723;2026-09-14\|9.99\|-0.30\|9.95\|10.14\|9.80\|23378;2026-09-15\|9.67\|-3.20\|10.03\|10.06\|9.65\|23321;2026-09-16\|9.75\|0.83\|9.70\|9.80\|9.58\|16659;2026-09-17\|9.92\|1.74\|9.74\|9.95\|9.64\|27279;2026-09-18\|9.87\|-0.50\|10.00\|10.04\|9.84\|24984;2026-09-21\|10.18\|3.14\|9.95\|10.25\|9.92\|34974;2026-09-22\|10.17\|-0.10\|10.28\|10.29\|10.09\|18623;2026-09-23\|10.09\|-0.79\|10.18\|10.20\|10.07\|16484;2026-09-24\|10.20\|1.09\|10.12\|10.24\|10.06\|19646;2026-09-28\|10.24\|0.39\|10.20\|10.36\|10.16\|33579;2026-09-29\|10.34\|0.98\|10.25\|10.38\|10.03\|25807;2026-09-30\|10.25\|-0.87\|10.34\|10.38\|10.21\|14261;2026-10-08\|10.23\|-0.20\|10.31\|10.39\|10.11\|33485;2026-10-09\|10.10\|-1.27\|10.24\|10.28\|9.82\|38203;2026-10-12\|10.05\|-0.49\|10.17\|10.23\|9.98\|36839;2026-10-13\|10.20\|1.49\|9.92\|10.24\|9.72\|29241;2026-10-14\|10.30\|0.98\|10.41\|10.98\|10.28\|119433;2026-10-15\|11.33\|10.00\|10.02\|11.33\|10.00\|213983;2026-10-16\|11.72\|3.44\|11.08\|12.15\|10.88\|338859;2026-10-19\|11.11\|-5.20\|11.23\|11.40\|10.80\|215504;2026-10-20\|10.73\|-3.42\|11.09\|11.11\|10.59\|176962;2026-10-21\|10.53\|-1.86\|10.64\|10.74\|10.31\|171763;2026-10-22\|9.48\|-9.97\|10.38\|10.42\|9.48\|180770;2026-10-23\|9.69\|2.22\|9.33\|9.70\|9.20\|142012;2026-10-26\|9.78\|0.93\|9.69\|9.90\|9.40\|111104;2026-10-27\|9.54\|-2.45\|9.80\|10.01\|9.52\|74932;2026-10-28\|9.83\|3.04\|9.60\|9.90\|9.51\|63109;2026-10-29\|9.32\|-5.19\|9.65\|9.78\|9.25\|76616;2026-10-30\|8.98\|-3.65\|9.15\|9.37\|8.96\|59781;2026-11-02\|9.07\|1.00\|9.08\|9.13\|8.87\|63160;2026-11-03\|9.00\|-0.77\|8.97\|9.20\|8.88\|51376;2026-11-04\|9.10\|1.11\|9.00\|9.11\|8.82\|60188;2026-11-05\|9.28\|1.98\|9.13\|9.29\|9.09\|55831;2026-11-06\|9.10\|-1.94\|9.09\|9.24\|8.98\|47508;2026-11-09\|9.10\|0.00\|9.15\|9.27\|9.08\|38422;2026-11-10\|9.23\|1.43\|9.16\|9.24\|9.15\|34697;2026-11-11\|9.38\|1.63\|9.25\|9.38\|9.21\|38019;2026-11-12\|9.33\|-0.53\|9.38\|9.44\|9.28\|44721
119874		中报预增+AI教育+机器人 1、据2026年7月7日公告，公司预计2026年上半年归母净利润14.5亿元至16.5亿元，同比增长264.62%至314.91%，主要因核心业务发展、AI技术融合及全球化拓展，同时参投企业上市产生公允价值变动收益同比增加5.22亿元。 2、据2026年6月23日及6月11日互动易，公司深耕教育AI场景，已推出希沃教学大模型并打造覆盖“教-学-研-评-管”全场景的AI技术架构，截至2025年底希沃AI备课累计激活用户超100万，希沃魔方数字基座覆盖国内超1万所学校。 3、据2026年6月23日互动易及2025年年报，公司延伸至具身智能领域，构建了工业四足机器人、智能柔性机械臂、商用清洁机器人等产品矩阵，商用清洁机器人已批量出口欧洲、日韩市场。	公司预计上半年净利润同比增264.62%~314.91%，因“家用电器控制器海内外订单持续增长，汽车电子、电力电子业务伴随重点客户项目导入、产品定点及量产推进实现增长，液晶显示主控板卡也依托研发、供应链优势巩固了行业地位”	2026-07-03\|38.34\|7.88\|35.50\|39.02\|35.47\|114730;2026-07-06\|39.16\|2.14\|38.34\|40.32\|36.53\|156161;2026-07-07\|43.08\|10.01\|43.08\|43.08\|43.08\|55268;2026-07-08\|47.39\|10.00\|45.50\|47.39\|45.18\|288311;2026-07-09\|52.13\|10.00\|45.11\|52.13\|44.66\|506626;2026-07-10\|52.45\|0.61\|53.87\|55.98\|52.41\|447045;2026-07-13\|50.92\|-2.92\|51.51\|54.03\|50.00\|328497;2026-07-14\|51.60\|1.34\|51.00\|52.30\|50.03\|292229;2026-07-15\|48.19\|-6.61\|51.10\|52.10\|47.85\|260926;2026-07-16\|48.09\|-0.21\|48.00\|49.95\|47.75\|204190;2026-07-17\|47.51\|-1.21\|48.09\|50.59\|47.07\|216589;2026-07-20\|46.75\|-1.60\|48.21\|48.66\|45.90\|218665;2026-07-21\|48.26\|3.23\|47.15\|49.30\|46.75\|235590;2026-07-22\|47.88\|-0.79\|47.50\|48.90\|46.55\|218094;2026-07-23\|45.90\|-4.14\|48.00\|48.31\|45.54\|196078;2026-07-24\|45.20\|-1.53\|45.00\|46.35\|44.51\|144744;2026-07-27\|46.00\|1.77\|44.81\|46.00\|43.25\|153191;2026-07-28\|44.43\|-3.41\|45.08\|45.43\|44.11\|107300;2026-07-29\|44.62\|0.43\|44.50\|45.40\|43.73\|117602;2026-07-30\|42.25\|-5.31\|43.83\|44.36\|41.83\|141131;2026-07-31\|45.19\|6.96\|43.80\|45.54\|43.21\|172136;2026-08-03\|45.68\|1.08\|45.48\|46.44\|45.01\|128772;2026-08-04\|46.14\|1.01\|45.58\|46.38\|45.25\|88638;2026-08-05\|49.03\|6.26\|45.51\|49.51\|45.51\|172055;2026-08-06\|50.03\|2.04\|48.30\|50.65\|47.90\|147705;2026-08-07\|50.17\|0.28\|49.53\|50.23\|48.21\|118243;2026-08-10\|51.05\|1.75\|50.77\|51.10\|49.94\|97368;2026-08-11\|49.66\|-2.72\|50.52\|50.82\|49.52\|80380;2026-08-12\|49.45\|-0.42\|49.99\|50.06\|48.80\|78239;2026-08-13\|50.00\|1.11\|49.50\|51.47\|49.46\|83943;2026-08-14\|49.73\|-0.54\|50.40\|51.12\|49.20\|56932;2026-08-17\|51.12\|2.80\|49.88\|51.15\|49.19\|71564;2026-08-18\|51.30\|0.35\|51.00\|51.80\|50.50\|57917;2026-08-19\|49.36\|-3.78\|50.69\|51.30\|49.35\|63347;2026-08-20\|49.51\|0.30\|49.81\|50.27\|49.26\|47441;2026-08-21\|49.15\|-0.73\|49.51\|49.75\|48.70\|41990;2026-08-24\|48.73\|-0.85\|49.50\|50.50\|48.02\|56634;2026-08-25\|46.91\|-3.73\|48.34\|48.95\|46.16\|69582;2026-08-26\|47.64\|1.56\|46.93\|48.76\|46.30\|74281;2026-08-27\|46.99\|-1.36\|47.95\|47.95\|45.44\|97700;2026-08-28\|46.83\|-0.34\|47.08\|47.50\|46.59\|66106;2026-08-31\|47.95\|2.39\|46.30\|48.10\|45.46\|95340;2026-09-01\|48.02\|0.15\|47.95\|49.04\|47.60\|97533;2026-09-02\|49.65\|3.39\|47.82\|50.48\|47.45\|129358;2026-09-03\|49.43\|-0.44\|49.60\|50.02\|48.21\|92981;2026-09-04\|48.85\|-1.17\|49.68\|50.70\|48.53\|86404;2026-09-07\|47.95\|-1.84\|48.80\|49.33\|47.62\|90681;2026-09-08\|47.40\|-1.15\|47.95\|47.95\|46.80\|75650;2026-09-09\|46.72\|-0.38\|46.99\|47.55\|46.56\|44531;2026-09-10\|46.34\|-0.81\|46.65\|46.72\|46.01\|38768;2026-09-11\|45.24\|-2.37\|45.99\|46.15\|44.64\|57671;2026-09-14\|45.20\|-0.09\|44.80\|45.80\|44.72\|45983;2026-09-15\|46.13\|2.06\|45.00\|46.25\|45.00\|48275;2026-09-16\|47.54\|3.06\|45.83\|47.88\|45.73\|62719;2026-09-17\|46.95\|-1.24\|47.39\|47.93\|46.80\|46589;2026-09-18\|47.25\|0.64\|47.32\|47.70\|46.53\|65628;2026-09-21\|46.74\|-1.08\|46.55\|47.36\|46.07\|64142;2026-09-22\|48.04\|2.78\|47.20\|48.49\|46.86\|72628;2026-09-23\|46.60\|-3.00\|48.10\|48.19\|46.40\|58086;2026-09-24\|44.94\|-3.56\|46.15\|46.51\|44.85\|53376;2026-09-28\|44.10\|-1.87\|44.94\|46.80\|44.01\|80101;2026-09-29\|44.48\|0.86\|44.06\|45.00\|43.42\|61534;2026-09-30\|45.18\|1.57\|44.99\|45.65\|44.20\|43443;2026-10-08\|44.47\|-1.57\|45.31\|46.07\|44.01\|65982;2026-10-09\|45.96\|3.35\|44.41\|46.32\|43.91\|68854;2026-10-12\|43.13\|-6.16\|45.81\|46.03\|42.90\|97429;2026-10-13\|43.05\|-0.19\|41.83\|43.48\|41.40\|65605;2026-10-14\|43.08\|0.07\|42.37\|43.97\|42.37\|50677;2026-10-15\|41.91\|-2.72\|42.00\|42.65\|41.61\|57876;2026-10-16\|40.69\|-2.91\|42.35\|42.71\|40.30\|62337;2026-10-19\|41.80\|2.73\|40.70\|42.22\|40.68\|57833;2026-10-20\|43.36\|3.73\|41.80\|43.57\|41.06\|75322;2026-10-21\|46.25\|6.67\|44.06\|46.30\|43.10\|106667;2026-10-22\|43.89\|-5.10\|50.00\|50.00\|43.70\|262611;2026-10-23\|45.54\|3.76\|43.53\|45.70\|42.40\|179574;2026-10-26\|42.01\|-7.75\|44.80\|45.18\|41.95\|163830;2026-10-27\|42.02\|0.02\|42.90\|43.57\|42.02\|108822;2026-10-28\|43.56\|3.66\|42.58\|45.05\|42.49\|112148;2026-10-29\|41.57\|-4.57\|43.27\|43.72\|41.50\|80222;2026-10-30\|40.12\|-3.49\|41.00\|41.96\|40.12\|78578;2026-11-02\|42.18\|5.13\|40.70\|42.80\|40.34\|108144;2026-11-03\|40.55\|-3.86\|41.72\|42.10\|40.43\|78908;2026-11-04\|42.17\|4.00\|40.70\|42.39\|40.70\|89009;2026-11-05\|43.45\|3.04\|41.87\|43.97\|41.57\|94188;2026-11-06\|41.69\|-4.05\|41.50\|42.45\|41.33\|79290;2026-11-09\|42.35\|1.58\|42.11\|42.78\|41.76\|74808;2026-11-10\|42.91\|1.32\|42.90\|43.85\|42.10\|80363;2026-11-11\|43.06\|0.35\|42.68\|43.73\|42.62\|70319;2026-11-12\|41.41\|-3.83\|43.01\|43.02\|41.39\|76952
119873	国务院：推进算力设施绿色低碳转型	AI大模型+AI智能体+短剧出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月10日机构调研，在模型方面，公司先后开源 Skywork-Reward-V2 奖励模型、多模态推理模型 Skywork-R1V 3. 0、多模态模型 UniPic与 UniPic 2. 0、 Matrix-3D 与 Matrix-Game 2.0 等多款行业领先模型。 2、据2025年8月13日互动易及2025年半年度报告，公司已完成“算力基础设施—大模型算法—AI应用”全链条布局，稳居国内人工智能企业第一梯队，全球月活用户近4亿。 3、据2025年10月30日三季报及2025年11月10日机构调研，短剧平台DramaWave收入跃居海外短剧平台前列，前三季度海外收入54.1亿元，同比增长58%，AI驱动的多语种配音与投放素材显著提升ROI。	1、公司通过自建机房和算力租赁的模式，已搭建规模充足、多点布局的算力集群，可充足保障AI业务发展； 2、公司表示天工AI业务ARR突破8亿美元，向中国首个非BAT10亿美元ARR的AI公司迈进	2026-07-03\|42.66\|-6.34\|44.30\|46.69\|42.42\|1232127;2026-07-06\|43.05\|0.91\|42.90\|45.98\|42.39\|981563;2026-07-07\|44.61\|3.62\|42.94\|46.07\|42.89\|1114296;2026-07-08\|47.96\|7.51\|44.41\|48.50\|42.60\|1404541;2026-07-09\|50.42\|5.13\|47.50\|51.88\|46.84\|1681417;2026-07-10\|49.42\|-1.98\|48.47\|53.53\|47.80\|1621460;2026-07-13\|48.20\|-2.47\|49.87\|51.08\|47.50\|997666;2026-07-14\|45.93\|-4.71\|48.66\|49.05\|43.23\|1107676;2026-07-15\|46.11\|0.39\|46.18\|48.48\|45.49\|915015;2026-07-16\|48.24\|4.62\|45.50\|49.73\|44.80\|1185085;2026-07-17\|41.99\|-12.96\|47.84\|48.89\|41.85\|1219222;2026-07-20\|42.92\|2.21\|41.99\|43.56\|40.83\|936048;2026-07-21\|43.48\|1.30\|42.20\|43.88\|39.70\|884831;2026-07-22\|41.18\|-5.29\|42.79\|43.78\|40.90\|808944;2026-07-23\|39.32\|-4.52\|40.50\|40.80\|38.93\|672092;2026-07-24\|36.68\|-6.71\|38.15\|38.64\|36.68\|598378;2026-07-27\|38.17\|4.06\|36.69\|38.26\|36.20\|483553;2026-07-28\|37.61\|-1.47\|37.39\|38.97\|37.30\|506661;2026-07-29\|36.83\|-2.07\|37.86\|38.31\|35.29\|654576;2026-07-30\|36.00\|-2.25\|36.80\|38.69\|36.00\|643954;2026-07-31\|43.20\|20.00\|36.78\|43.20\|36.78\|1477056;2026-08-03\|41.60\|-3.70\|43.05\|43.88\|41.51\|1154704;2026-08-04\|43.70\|5.05\|42.55\|43.98\|41.84\|986978;2026-08-05\|44.41\|1.62\|43.00\|45.10\|43.00\|859200;2026-08-06\|43.90\|-1.15\|43.63\|44.90\|43.39\|720426;2026-08-07\|44.88\|2.23\|43.73\|45.52\|42.46\|962547;2026-08-10\|44.28\|-1.34\|44.80\|45.06\|43.50\|565231;2026-08-11\|43.28\|-2.26\|44.46\|44.46\|42.97\|529553;2026-08-12\|43.29\|0.02\|43.41\|44.30\|42.84\|540378;2026-08-13\|42.17\|-2.59\|43.30\|45.29\|42.15\|767450;2026-08-14\|43.62\|3.44\|42.49\|43.83\|41.61\|643549;2026-08-17\|44.70\|2.48\|43.90\|45.18\|43.16\|638158;2026-08-18\|44.48\|-0.49\|44.33\|44.98\|43.82\|475279;2026-08-19\|42.52\|-4.41\|43.50\|43.96\|42.28\|495445;2026-08-20\|45.05\|5.95\|45.20\|47.69\|44.66\|1226255;2026-08-21\|43.82\|-2.73\|44.10\|44.70\|42.97\|728374;2026-08-24\|40.54\|-7.49\|43.79\|43.82\|39.97\|753128;2026-08-25\|40.32\|-0.54\|40.51\|40.71\|39.60\|414204;2026-08-26\|39.70\|-1.54\|40.12\|40.38\|39.39\|396879;2026-08-27\|40.89\|3.00\|40.30\|40.94\|39.72\|444782;2026-08-28\|40.40\|-1.20\|41.40\|42.27\|40.31\|715695;2026-08-31\|43.99\|8.89\|39.98\|45.14\|39.71\|1115450;2026-09-01\|45.94\|4.43\|44.00\|47.59\|43.97\|1456393;2026-09-02\|44.38\|-3.40\|45.00\|45.70\|44.01\|795492;2026-09-03\|44.26\|-0.27\|45.00\|46.44\|43.77\|692524;2026-09-04\|45.43\|2.64\|44.88\|47.88\|44.82\|1066702;2026-09-07\|46.60\|2.58\|45.92\|47.00\|45.40\|831668;2026-09-08\|46.09\|-1.09\|46.03\|47.88\|45.89\|771292;2026-09-09\|45.69\|-0.87\|45.98\|46.29\|45.00\|550934;2026-09-10\|44.26\|-3.13\|45.35\|45.70\|44.25\|368959;2026-09-11\|43.81\|-1.02\|44.03\|44.47\|43.20\|451090;2026-09-14\|42.91\|-2.05\|43.08\|43.34\|42.16\|370088;2026-09-15\|42.86\|-0.12\|43.23\|43.96\|42.68\|439944;2026-09-16\|43.03\|0.40\|42.80\|43.50\|42.46\|351029;2026-09-17\|43.50\|1.09\|42.69\|44.11\|42.59\|465997;2026-09-18\|43.79\|0.67\|43.50\|44.06\|43.24\|472973;2026-09-21\|43.61\|-0.41\|43.99\|44.22\|43.31\|475100;2026-09-22\|44.73\|2.57\|44.70\|45.67\|44.05\|783536;2026-09-23\|42.88\|-4.14\|44.00\|44.30\|42.80\|588440;2026-09-24\|41.76\|-2.61\|42.50\|43.10\|41.76\|341619;2026-09-28\|40.36\|-3.35\|42.12\|42.17\|40.17\|319593;2026-09-29\|40.95\|1.46\|40.47\|41.47\|40.16\|300545;2026-09-30\|40.08\|-2.12\|41.00\|41.48\|40.00\|281156;2026-10-08\|38.36\|-4.29\|40.08\|40.22\|38.15\|361845;2026-10-09\|41.15\|7.27\|38.06\|41.38\|37.12\|595487;2026-10-12\|41.80\|1.58\|41.28\|42.50\|40.37\|699056;2026-10-13\|41.40\|-0.96\|41.00\|42.26\|39.99\|514606;2026-10-14\|42.10\|1.69\|40.88\|43.42\|40.31\|710524;2026-10-15\|42.12\|0.05\|41.70\|44.81\|41.20\|906313;2026-10-16\|39.98\|-5.08\|42.12\|42.97\|39.50\|725373;2026-10-19\|39.17\|-2.03\|39.61\|40.34\|38.56\|454545;2026-10-20\|39.57\|1.02\|39.00\|40.20\|38.20\|438745;2026-10-21\|39.84\|0.68\|39.56\|40.97\|39.56\|355273;2026-10-22\|37.80\|-5.12\|39.60\|39.70\|37.80\|400466;2026-10-23\|40.37\|6.80\|37.05\|40.48\|36.90\|546375;2026-10-26\|39.95\|-1.04\|39.51\|40.74\|39.11\|387792;2026-10-27\|39.19\|-1.90\|39.95\|41.00\|39.16\|404163;2026-10-28\|39.97\|1.99\|39.44\|40.43\|39.00\|397641;2026-10-29\|38.00\|-4.93\|39.40\|39.47\|38.00\|383104;2026-10-30\|33.25\|-12.50\|34.94\|36.30\|33.25\|568952;2026-11-02\|36.14\|8.69\|33.51\|37.14\|32.90\|558512;2026-11-03\|36.22\|0.22\|35.87\|38.07\|35.60\|585457;2026-11-04\|38.28\|5.69\|36.01\|38.60\|36.01\|623398;2026-11-05\|39.95\|4.36\|38.22\|40.77\|38.02\|659009;2026-11-06\|38.74\|-3.03\|38.70\|40.20\|38.50\|519096;2026-11-09\|40.13\|3.59\|39.07\|43.83\|39.04\|880489;2026-11-10\|41.91\|4.44\|40.15\|43.30\|40.00\|820266;2026-11-11\|42.50\|1.41\|41.83\|42.88\|40.88\|699039;2026-11-12\|40.90\|-3.76\|42.05\|43.38\|40.88\|794511
119872	国务院：推进算力设施绿色低碳转型	算力国家队+液冷+可转债获批行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月29日公告，公司向不特定对象发行可转换公司债券申请获得中国证监会同意注册批复，拟募资不超80亿元用于先进算力集群系统、高性能AI训推一体机等人工智能算力基础设施项目。 2、据2026年5月7日审核问询函回复，公司作为“算力国家队”，深度参与“东数西算”工程，已在30多个城市建设运营超算/智算中心，累计部署超50万张异构加速卡，智算算力规模超30EFLOPS。 3、据2026年5月12日互动易，子公司曙光数创发布全球首个MW级液冷整机柜C8000 V3.0，PUE降至1.04以下，是国内唯一实现浸没相变液冷大规模商业化部署的企业。	公司ParaStor F9000全闪存储系统在生产型全节点和10节点榜单中实现双榜第一，是首个达成此成就的中国厂商。自今年2月国家超算互联网核心节点建设启动以来，ParaStor F9000已投入实际生产环境	2026-07-03\|92.68\|-1.99\|93.55\|96.60\|92.60\|790119;2026-07-06\|94.56\|2.03\|94.11\|95.92\|91.20\|811133;2026-07-07\|93.50\|-1.12\|93.53\|96.74\|92.74\|599881;2026-07-08\|98.15\|4.97\|97.88\|101.15\|95.39\|1205972;2026-07-09\|103.99\|5.95\|98.17\|104.70\|96.18\|1246370;2026-07-10\|107.50\|3.38\|103.48\|113.00\|102.70\|1598838;2026-07-13\|106.13\|-1.27\|110.00\|113.00\|103.00\|1237983;2026-07-14\|101.90\|-3.99\|107.68\|108.39\|95.66\|1199556;2026-07-15\|96.76\|-5.04\|99.00\|101.50\|95.68\|765321;2026-07-16\|97.66\|0.93\|93.50\|101.32\|92.01\|858781;2026-07-17\|87.89\|-10.00\|96.67\|98.64\|87.89\|976260;2026-07-20\|91.04\|3.58\|90.86\|95.96\|88.88\|952765;2026-07-21\|97.88\|7.51\|93.18\|98.20\|85.05\|1142982;2026-07-22\|102.15\|4.36\|97.00\|105.43\|96.33\|1259946;2026-07-23\|97.82\|-4.24\|103.60\|104.14\|97.16\|882357;2026-07-24\|97.50\|-0.33\|95.80\|101.50\|95.80\|673332;2026-07-27\|96.74\|-0.78\|97.00\|97.88\|92.51\|566899;2026-07-28\|92.10\|-4.80\|94.99\|95.85\|91.00\|584416;2026-07-29\|86.64\|-5.93\|94.40\|94.40\|85.02\|750392;2026-07-30\|81.00\|-6.51\|85.49\|86.65\|80.55\|670667;2026-07-31\|83.46\|3.04\|85.86\|86.38\|83.38\|544824;2026-08-03\|83.69\|0.28\|83.54\|85.99\|83.08\|399523;2026-08-04\|85.55\|2.22\|84.05\|85.60\|83.23\|461857;2026-08-05\|88.65\|3.62\|85.80\|89.25\|85.51\|642828;2026-08-06\|87.80\|-0.96\|87.00\|88.96\|86.25\|451820;2026-08-07\|88.77\|1.10\|87.34\|89.45\|86.59\|507015;2026-08-10\|86.24\|-2.85\|89.80\|89.80\|85.98\|478528;2026-08-11\|86.35\|0.13\|85.76\|87.59\|84.87\|317487;2026-08-12\|86.42\|0.08\|86.98\|87.20\|86.00\|268696;2026-08-13\|89.63\|3.71\|87.29\|92.47\|87.28\|835681;2026-08-14\|89.36\|-0.30\|89.65\|90.76\|88.08\|501422;2026-08-17\|90.56\|1.34\|89.50\|90.56\|89.16\|438310;2026-08-18\|89.87\|-0.76\|90.03\|90.30\|88.26\|413999;2026-08-19\|85.00\|-5.42\|87.91\|87.92\|83.79\|539245;2026-08-20\|84.34\|-0.78\|85.30\|85.58\|83.83\|271499;2026-08-21\|84.11\|-0.27\|83.88\|84.65\|83.29\|220449;2026-08-24\|82.18\|-2.29\|84.21\|84.50\|81.10\|293999;2026-08-25\|83.19\|1.23\|81.25\|83.67\|81.07\|206939;2026-08-26\|84.25\|1.27\|84.00\|84.65\|82.73\|220818;2026-08-27\|86.54\|2.72\|85.00\|87.26\|84.90\|382771;2026-08-28\|85.82\|-0.83\|86.60\|87.35\|85.75\|264504;2026-08-31\|88.27\|2.85\|84.51\|88.69\|84.28\|423151;2026-09-01\|86.67\|-1.81\|88.00\|88.01\|86.53\|273141;2026-09-02\|85.29\|-1.59\|85.39\|86.26\|84.81\|232191;2026-09-03\|84.35\|-1.10\|86.18\|86.30\|84.30\|207452;2026-09-04\|82.69\|-1.97\|85.16\|85.35\|82.14\|336477;2026-09-07\|83.38\|0.83\|83.00\|83.56\|81.88\|209307;2026-09-08\|82.54\|-1.01\|83.50\|83.78\|82.28\|188379;2026-09-09\|82.43\|-0.13\|83.00\|83.12\|82.08\|140496;2026-09-10\|82.35\|-0.10\|82.10\|82.81\|81.70\|129351;2026-09-11\|82.25\|-0.12\|81.73\|82.34\|80.68\|216230;2026-09-14\|81.97\|-0.34\|81.60\|83.10\|81.03\|167758;2026-09-15\|82.06\|0.11\|81.60\|82.58\|81.47\|140026;2026-09-16\|83.30\|1.51\|81.95\|83.32\|81.58\|209941;2026-09-17\|82.68\|-0.74\|82.52\|83.38\|82.26\|169602;2026-09-18\|84.30\|1.96\|83.49\|84.38\|83.01\|285022;2026-09-21\|83.94\|-0.43\|84.62\|84.98\|83.58\|205201;2026-09-22\|84.67\|0.87\|86.90\|87.22\|84.35\|342715;2026-09-23\|83.50\|-1.38\|84.36\|84.67\|83.43\|172289;2026-09-24\|82.17\|-1.59\|83.11\|83.42\|82.10\|129943;2026-09-28\|80.02\|-2.62\|82.20\|82.49\|80.00\|221598;2026-09-29\|80.40\|0.47\|80.02\|80.74\|79.88\|103352;2026-09-30\|79.52\|-1.09\|80.70\|80.86\|79.25\|132550;2026-10-08\|76.78\|-3.45\|79.80\|80.14\|76.20\|220884;2026-10-09\|75.37\|-1.84\|76.39\|76.63\|72.61\|273811;2026-10-12\|73.50\|-2.48\|74.84\|75.36\|73.12\|169832;2026-10-13\|72.80\|-0.95\|72.28\|73.40\|70.26\|239046;2026-10-14\|69.03\|-5.18\|72.67\|72.67\|69.00\|279853;2026-10-15\|66.99\|-2.96\|66.50\|67.57\|66.11\|298578;2026-10-16\|70.48\|5.21\|69.49\|71.57\|69.16\|417178;2026-10-19\|73.96\|4.94\|70.38\|74.19\|69.87\|411640;2026-10-20\|74.86\|1.22\|73.39\|75.80\|73.12\|292758;2026-10-21\|75.98\|1.50\|75.72\|76.50\|74.37\|254645;2026-10-22\|76.20\|0.29\|75.85\|76.87\|75.30\|287885;2026-10-23\|78.11\|2.51\|75.00\|78.48\|73.29\|393576;2026-10-26\|77.85\|-0.33\|78.32\|78.86\|76.96\|244544;2026-10-27\|73.89\|-5.09\|77.80\|77.99\|73.88\|261964;2026-10-28\|77.20\|4.48\|77.54\|77.54\|74.82\|277767;2026-10-29\|75.36\|-2.38\|77.77\|77.92\|74.80\|217190;2026-10-30\|71.29\|-5.40\|74.61\|75.53\|71.18\|296950;2026-11-02\|73.18\|2.65\|72.80\|73.97\|71.42\|243847;2026-11-03\|74.20\|1.39\|73.37\|75.20\|72.18\|246729;2026-11-04\|78.94\|6.39\|74.00\|79.01\|73.50\|361132;2026-11-05\|78.88\|-0.08\|77.99\|79.68\|77.80\|291679;2026-11-06\|77.40\|-1.88\|76.15\|78.85\|75.72\|229624;2026-11-09\|78.75\|1.74\|78.68\|79.80\|77.55\|236493;2026-11-10\|78.60\|-0.19\|80.17\|80.32\|78.35\|152203;2026-11-11\|79.26\|0.84\|78.00\|79.56\|77.88\|169962;2026-11-12\|80.02\|0.96\|79.00\|82.86\|78.89\|348141
119871	国务院：推进算力设施绿色低碳转型	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	新紫光集团联席总裁接任董事长；公司旗下新华三为服务器、智算行业龙头之一	2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371;2026-07-27\|41.47\|0.05\|41.03\|42.68\|39.28\|3278909;2026-07-28\|41.48\|0.02\|40.01\|43.58\|38.99\|4340059;2026-07-29\|37.33\|-10.00\|40.86\|41.15\|37.33\|3494249;2026-07-30\|33.60\|-9.99\|35.00\|35.95\|33.60\|2539454;2026-07-31\|34.89\|3.84\|34.90\|35.99\|34.07\|4034086;2026-08-03\|33.10\|-5.13\|34.48\|35.87\|32.69\|2869903;2026-08-04\|34.32\|3.69\|33.61\|34.59\|32.71\|2391766;2026-08-05\|36.94\|7.63\|34.59\|37.75\|34.59\|4290122;2026-08-06\|37.94\|2.71\|36.01\|38.47\|35.88\|3939138;2026-08-07\|38.00\|0.16\|37.70\|38.62\|37.25\|3047273;2026-08-10\|37.63\|-0.97\|37.62\|38.07\|36.60\|1940834;2026-08-11\|37.39\|-0.64\|37.62\|38.60\|36.67\|2251033;2026-08-12\|37.00\|-1.04\|37.53\|37.95\|36.51\|1944189;2026-08-13\|39.60\|7.03\|37.90\|40.70\|37.89\|4177214;2026-08-14\|39.95\|0.88\|40.35\|41.68\|39.25\|3245979;2026-08-17\|41.03\|2.70\|40.80\|41.30\|39.58\|2704804;2026-08-18\|39.25\|-4.34\|40.58\|40.88\|38.70\|2745994;2026-08-19\|35.33\|-9.99\|37.50\|37.70\|35.33\|2439725;2026-08-20\|35.66\|0.93\|35.22\|36.16\|34.41\|1616168;2026-08-21\|36.44\|2.19\|35.60\|36.58\|35.20\|1524792;2026-08-24\|34.49\|-5.35\|36.45\|36.48\|33.93\|1540939;2026-08-25\|35.10\|1.77\|34.00\|35.34\|33.96\|1066409;2026-08-26\|34.90\|-0.57\|35.19\|35.62\|34.70\|952308;2026-08-27\|36.43\|4.38\|35.30\|36.44\|35.13\|1402215;2026-08-28\|35.89\|-1.48\|36.00\|37.50\|35.88\|1641134;2026-08-31\|38.95\|8.53\|34.86\|39.47\|34.86\|2670435;2026-09-01\|38.32\|-1.62\|38.71\|39.55\|38.30\|1904614;2026-09-02\|37.99\|-0.86\|38.00\|38.71\|37.65\|1369865;2026-09-03\|38.13\|0.37\|38.86\|39.35\|37.44\|1558010;2026-09-04\|35.27\|-7.50\|38.51\|38.65\|34.90\|2382789;2026-09-07\|35.37\|0.28\|35.46\|35.70\|34.28\|1665301;2026-09-08\|33.89\|-4.18\|35.18\|35.30\|33.69\|1810939;2026-09-09\|33.57\|-0.94\|33.92\|34.38\|33.31\|1267934;2026-09-10\|33.10\|-1.40\|33.18\|33.65\|32.98\|780505;2026-09-11\|32.84\|-0.79\|32.75\|33.18\|31.90\|1233422;2026-09-14\|32.73\|-0.34\|32.36\|33.21\|31.91\|759754;2026-09-15\|32.87\|0.43\|32.73\|33.48\|32.40\|914260;2026-09-16\|33.98\|3.38\|32.82\|34.26\|32.63\|1254905;2026-09-17\|32.80\|-3.47\|33.60\|33.98\|32.70\|1368924;2026-09-18\|33.95\|3.51\|33.35\|34.29\|32.86\|1503943;2026-09-21\|33.84\|-0.32\|34.00\|34.29\|33.61\|1054607;2026-09-22\|33.77\|-0.21\|34.27\|34.47\|33.70\|1168498;2026-09-23\|33.66\|-0.33\|33.58\|34.10\|33.10\|961791;2026-09-24\|33.40\|-0.77\|33.58\|34.05\|33.38\|914572;2026-09-28\|31.46\|-5.81\|32.90\|33.00\|31.29\|1159172;2026-09-29\|31.53\|0.22\|31.47\|31.73\|31.21\|608746;2026-09-30\|31.02\|-1.62\|31.75\|31.85\|30.91\|719566;2026-10-08\|30.24\|-2.51\|31.20\|31.42\|29.98\|771322;2026-10-09\|30.41\|0.56\|30.36\|30.60\|29.15\|973222;2026-10-12\|28.29\|-6.97\|30.10\|30.19\|28.23\|1360292;2026-10-13\|27.96\|-1.17\|27.73\|28.33\|27.10\|1197803;2026-10-14\|26.84\|-4.01\|27.80\|27.92\|26.81\|1074277;2026-10-15\|25.77\|-3.99\|25.90\|26.35\|25.44\|1328114;2026-10-16\|25.32\|-1.75\|26.06\|26.18\|25.07\|1053657;2026-10-19\|25.60\|1.11\|25.48\|25.85\|25.08\|950945;2026-10-20\|25.71\|0.43\|25.33\|26.13\|24.90\|966041;2026-10-21\|25.98\|1.05\|25.98\|26.39\|25.80\|989404;2026-10-22\|25.25\|-2.81\|25.98\|26.10\|25.18\|862720;2026-10-23\|25.98\|2.89\|24.99\|26.09\|24.51\|1302413;2026-10-26\|25.46\|-2.00\|25.66\|25.84\|25.27\|828146;2026-10-27\|24.65\|-3.18\|25.77\|25.85\|24.60\|795439;2026-10-28\|25.18\|2.15\|25.01\|25.45\|24.75\|867596;2026-10-29\|24.02\|-4.61\|24.95\|25.25\|24.00\|954670;2026-10-30\|23.03\|-4.12\|23.49\|24.14\|23.03\|1013092;2026-11-02\|23.42\|1.69\|23.48\|23.77\|22.79\|1075378;2026-11-03\|23.00\|-1.79\|23.10\|23.75\|22.77\|1052463;2026-11-04\|24.61\|7.00\|23.08\|24.61\|22.86\|1471659;2026-11-05\|25.07\|1.87\|24.00\|25.65\|23.90\|1536956;2026-11-06\|24.33\|-2.95\|23.68\|24.74\|23.66\|915624;2026-11-09\|24.59\|1.07\|24.72\|25.06\|24.41\|717356;2026-11-10\|24.87\|1.14\|25.10\|25.20\|24.75\|705514;2026-11-11\|25.32\|1.81\|24.75\|25.40\|24.67\|810217;2026-11-12\|25.23\|-0.36\|25.28\|26.44\|25.18\|1453013
119870	国务院：推进算力设施绿色低碳转型	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|125.70\|-0.06\|126.73\|130.38\|125.22\|169130;2026-09-10\|122.11\|-2.86\|123.90\|123.99\|120.15\|162119;2026-09-11\|118.94\|-2.48\|120.10\|120.50\|115.55\|162577;2026-09-14\|117.69\|-1.05\|116.50\|118.95\|115.41\|110946;2026-09-15\|120.70\|2.56\|117.44\|124.00\|116.67\|145066;2026-09-16\|119.99\|-0.59\|120.71\|122.43\|116.38\|159391;2026-09-17\|121.40\|1.18\|122.00\|124.68\|121.04\|164070;2026-09-18\|125.90\|3.71\|124.00\|126.50\|121.33\|167906;2026-09-21\|124.70\|-0.95\|128.41\|128.45\|122.74\|160335;2026-09-22\|118.92\|-4.64\|125.01\|126.00\|118.22\|162101;2026-09-23\|116.84\|-1.75\|118.95\|118.95\|110.51\|270891;2026-09-24\|116.02\|-0.70\|116.80\|119.84\|115.19\|166204;2026-09-28\|110.40\|-4.84\|115.78\|116.29\|108.51\|177698;2026-09-29\|109.78\|-0.56\|110.00\|110.99\|108.57\|102816;2026-09-30\|110.22\|0.40\|110.16\|112.41\|109.00\|83941;2026-10-08\|109.55\|-0.61\|110.22\|113.08\|108.08\|146799;2026-10-09\|103.90\|-5.16\|109.00\|109.56\|100.35\|230806;2026-10-12\|99.30\|-4.43\|102.87\|103.92\|99.15\|142456;2026-10-13\|97.42\|-1.89\|96.00\|99.09\|95.65\|179015;2026-10-14\|93.02\|-4.52\|96.51\|97.18\|92.13\|215158;2026-10-15\|89.26\|-4.04\|89.65\|90.28\|85.60\|232478;2026-10-16\|85.30\|-4.44\|92.30\|92.30\|84.13\|219156;2026-10-19\|86.66\|1.59\|84.24\|87.62\|82.56\|163284;2026-10-20\|86.60\|-0.07\|86.66\|89.32\|85.23\|132560;2026-10-21\|91.00\|5.08\|91.08\|95.26\|89.52\|426700;2026-10-22\|89.39\|-1.77\|95.00\|95.50\|88.75\|369015;2026-10-23\|91.73\|2.62\|87.15\|93.65\|85.20\|347906;2026-10-26\|91.16\|-0.62\|90.99\|92.69\|88.73\|178552;2026-10-27\|89.50\|-1.82\|93.00\|93.80\|89.18\|150016;2026-10-28\|93.90\|4.92\|90.50\|94.70\|88.80\|201393;2026-10-29\|88.10\|-6.18\|93.17\|94.50\|88.00\|169258;2026-10-30\|88.40\|0.34\|85.77\|92.69\|84.77\|226327;2026-11-02\|89.28\|1.00\|89.88\|91.20\|86.20\|184051;2026-11-03\|81.82\|-8.36\|88.08\|88.88\|81.00\|269920;2026-11-04\|90.00\|10.00\|81.83\|90.00\|81.10\|221895;2026-11-05\|88.27\|-1.92\|90.00\|92.70\|84.84\|465149;2026-11-06\|79.44\|-10.00\|80.39\|82.44\|79.44\|341010;2026-11-09\|83.01\|4.49\|80.03\|84.59\|79.57\|294333;2026-11-10\|84.61\|1.93\|86.92\|87.48\|83.25\|217252;2026-11-11\|81.75\|-3.38\|84.30\|84.30\|76.70\|464777;2026-11-12\|81.81\|0.07\|81.80\|87.40\|80.94\|367322
119869	国务院：推进算力设施绿色低碳转型	涨停揭秘：福建高规格智算中心建设预期强化，区域算力基建核心标的；涨停缘由：公司地处福州，计划建设高规格智算中心，提供多元算力资源，契合地方数字经济新基建规划；资金逻辑：资金提前布局区域性算力基建落地节点，受益于算力中心建设订单释放及绿电配套政策预期；风险提示：智算中心尚处规划阶段，未披露具体投资金额及时间表，项目落地进度存在不确定性	公司地处福建福州，计划建设高规格智算中心，提供多元算力资源	2026-07-03\|21.08\|0.19\|20.99\|21.78\|20.42\|190941;2026-07-06\|20.00\|-5.12\|21.30\|21.70\|19.83\|172739;2026-07-07\|19.31\|-3.45\|19.75\|20.10\|19.06\|120746;2026-07-08\|18.00\|-6.78\|19.32\|19.39\|17.93\|127996;2026-07-09\|19.91\|10.61\|18.22\|19.98\|17.71\|170906;2026-07-10\|18.90\|-5.07\|19.72\|20.07\|18.88\|142130;2026-07-13\|16.48\|-12.80\|18.84\|19.00\|16.26\|163086;2026-07-14\|16.25\|-1.40\|16.72\|17.68\|15.78\|137398;2026-07-15\|15.09\|-7.14\|16.22\|16.48\|15.00\|126728;2026-07-16\|14.40\|-4.57\|14.88\|15.37\|14.25\|124442;2026-07-17\|13.01\|-9.65\|14.30\|14.37\|12.70\|168068;2026-07-20\|13.36\|2.69\|13.26\|15.00\|12.97\|265037;2026-07-21\|13.70\|2.54\|13.46\|13.78\|11.37\|233356;2026-07-22\|13.03\|-4.89\|13.30\|13.75\|12.96\|144998;2026-07-23\|13.54\|3.91\|13.04\|13.60\|12.85\|119868;2026-07-24\|13.14\|-2.95\|13.25\|13.56\|12.88\|100014;2026-07-27\|13.68\|4.11\|13.09\|13.90\|13.09\|114861;2026-07-28\|13.47\|-1.54\|13.40\|14.10\|13.31\|110823;2026-07-29\|12.55\|-6.83\|13.48\|13.54\|12.06\|228340;2026-07-30\|12.12\|-3.43\|12.44\|12.73\|11.95\|138606;2026-07-31\|12.59\|3.88\|12.72\|12.99\|12.59\|143640;2026-08-03\|12.96\|2.94\|12.72\|12.99\|12.47\|97393;2026-08-04\|14.23\|9.80\|13.26\|14.46\|13.22\|192362;2026-08-05\|15.36\|7.94\|14.20\|15.43\|14.03\|182104;2026-08-06\|15.92\|3.65\|15.28\|16.24\|15.03\|183738;2026-08-07\|16.47\|3.45\|15.83\|16.56\|15.64\|158636;2026-08-10\|16.76\|1.76\|16.29\|16.84\|15.95\|122602;2026-08-11\|16.13\|-3.76\|16.74\|16.74\|16.08\|98600;2026-08-12\|16.87\|4.59\|16.20\|17.17\|16.10\|123642;2026-08-13\|16.20\|-3.97\|17.02\|17.15\|16.09\|121672;2026-08-14\|17.22\|6.30\|16.30\|17.23\|16.28\|147596;2026-08-17\|18.10\|5.11\|17.18\|18.16\|16.83\|164448;2026-08-18\|18.12\|0.11\|17.89\|18.30\|17.60\|108291;2026-08-19\|16.72\|-7.73\|17.90\|17.90\|16.52\|142410;2026-08-20\|17.92\|7.18\|17.40\|18.51\|16.98\|200784;2026-08-21\|17.93\|0.06\|17.95\|18.29\|17.62\|118768;2026-08-24\|17.65\|-1.56\|17.85\|17.93\|17.03\|108059;2026-08-25\|17.83\|1.02\|17.63\|18.01\|17.01\|104401;2026-08-26\|17.77\|-0.34\|17.81\|18.34\|17.58\|100211;2026-08-27\|18.50\|4.11\|17.87\|18.60\|17.67\|148703;2026-08-28\|18.62\|0.65\|18.60\|18.98\|18.40\|119070;2026-08-31\|18.21\|-2.20\|18.19\|18.49\|17.88\|116263;2026-09-01\|18.59\|2.09\|18.20\|18.68\|18.05\|148690;2026-09-02\|18.20\|-2.10\|18.59\|18.74\|17.81\|107433;2026-09-03\|17.75\|-2.47\|18.20\|18.36\|17.62\|85729;2026-09-04\|17.45\|-1.69\|17.81\|18.17\|17.28\|90660;2026-09-07\|18.35\|5.16\|17.46\|18.49\|17.46\|127110;2026-09-08\|18.30\|-0.27\|18.30\|18.62\|17.81\|126169;2026-09-09\|18.51\|1.15\|18.41\|18.75\|18.14\|95543;2026-09-10\|18.40\|-0.59\|18.58\|18.65\|18.26\|73496;2026-09-11\|18.22\|-0.98\|18.20\|18.66\|17.55\|133861;2026-09-14\|17.80\|-2.31\|18.10\|18.16\|17.55\|81989;2026-09-15\|17.43\|-2.08\|17.82\|18.00\|17.37\|83125;2026-09-16\|17.94\|2.93\|17.47\|17.97\|17.28\|107534;2026-09-17\|18.03\|0.50\|17.85\|18.21\|17.50\|95996;2026-09-18\|18.02\|-0.06\|18.04\|18.40\|17.80\|97371;2026-09-21\|18.02\|0.00\|18.09\|18.43\|17.69\|95735;2026-09-22\|18.66\|3.55\|18.09\|18.86\|18.01\|162879;2026-09-23\|18.08\|-3.11\|18.95\|19.15\|18.01\|135060;2026-09-24\|17.19\|-4.92\|18.00\|18.06\|17.08\|125346;2026-09-28\|15.92\|-7.39\|16.98\|17.20\|15.68\|150446;2026-09-29\|16.13\|1.32\|15.78\|16.45\|15.58\|121237;2026-09-30\|15.38\|-4.65\|16.20\|16.36\|15.33\|93717;2026-10-08\|14.86\|-3.38\|15.53\|15.70\|14.61\|116395;2026-10-09\|15.29\|2.89\|14.74\|15.30\|13.95\|131600;2026-10-12\|14.48\|-5.30\|15.20\|15.84\|14.45\|141919;2026-10-13\|14.85\|2.56\|14.20\|14.87\|13.77\|106344;2026-10-14\|14.22\|-4.24\|15.15\|15.17\|14.20\|95936;2026-10-15\|13.55\|-4.71\|13.90\|13.94\|13.40\|101324;2026-10-16\|13.36\|-1.40\|13.78\|13.82\|13.11\|76551;2026-10-19\|13.27\|-0.67\|13.15\|13.43\|12.78\|84028;2026-10-20\|13.47\|1.51\|13.14\|13.69\|13.01\|71120;2026-10-21\|13.56\|0.67\|13.52\|13.81\|13.48\|54194;2026-10-22\|12.91\|-4.79\|13.50\|13.80\|12.90\|70946;2026-10-23\|13.19\|2.17\|12.69\|13.26\|11.96\|129505;2026-10-26\|12.88\|-2.35\|13.14\|13.24\|12.81\|74287;2026-10-27\|12.31\|-4.43\|13.00\|13.10\|12.25\|67308;2026-10-28\|12.60\|2.36\|12.48\|12.65\|12.19\|72555;2026-10-29\|12.11\|-3.89\|12.61\|12.77\|12.10\|74419;2026-10-30\|11.49\|-5.12\|11.78\|12.30\|11.46\|107254;2026-11-02\|11.82\|2.87\|11.70\|11.96\|11.19\|116848;2026-11-03\|11.49\|-2.79\|11.69\|11.98\|11.39\|81463;2026-11-04\|11.92\|3.74\|11.58\|12.04\|11.08\|132046;2026-11-05\|12.22\|2.52\|11.78\|12.30\|11.70\|132319;2026-11-06\|11.75\|-3.85\|11.66\|12.11\|11.55\|96275;2026-11-09\|11.95\|1.70\|11.89\|12.18\|11.85\|85847;2026-11-10\|12.43\|4.02\|12.20\|12.49\|12.05\|105459;2026-11-11\|12.71\|2.25\|12.37\|12.75\|12.24\|91702;2026-11-12\|12.34\|-2.91\|12.80\|12.86\|12.31\|92752
119868	国务院：推进算力设施绿色低碳转型	磁悬浮热泵+数据中心+节能设备 1、据2025年9月3日互动易，公司磁暑浮离心热泵相关产品是公司基于在磁悬浮和热管理领域的深厚积累所进行的创新拓展，旨在为数据中心提供高效的供冷、供热及余热回收一体化解决方案，契合“双碳”目标下数据中心的节能降耗需求，公司将积极推动该技术的市场应用。 2、据2025年4月23日年报，公司主营节能空气压缩机、鼓风机及磁悬浮离心式冷水热泵机组等300余种型号产品，销往全球100多个国家。 3、据2025年5月12日互动易，公司磁悬浮变频离心式冷水机组和热泵机组已完成研发并具备量产能力。	公司磁悬浮离心热泵已具备为数据中心提供高效供冷、供热及余热回收一体化解决方案的能力	2026-07-03\|51.84\|2.80\|50.60\|52.91\|50.25\|34847;2026-07-06\|62.21\|20.00\|51.07\|62.21\|51.07\|63225;2026-07-07\|56.70\|-8.86\|62.21\|62.40\|55.25\|71214;2026-07-08\|51.94\|-8.40\|57.72\|58.74\|51.87\|50200;2026-07-09\|57.49\|10.69\|53.38\|62.33\|53.37\|106206;2026-07-10\|62.00\|7.84\|56.92\|65.80\|56.92\|92663;2026-07-13\|57.63\|-7.05\|60.67\|62.00\|57.04\|55186;2026-07-14\|57.55\|-0.14\|56.98\|59.53\|54.42\|49144;2026-07-15\|55.78\|-3.08\|58.00\|59.49\|54.74\|38880;2026-07-16\|54.01\|-3.17\|54.77\|56.33\|53.19\|36049;2026-07-17\|49.12\|-9.05\|54.73\|54.74\|49.00\|49946;2026-07-20\|44.62\|-9.16\|50.00\|51.14\|43.15\|53355;2026-07-21\|46.45\|4.10\|44.62\|46.45\|38.39\|54714;2026-07-22\|44.11\|-5.04\|45.94\|47.16\|43.60\|35379;2026-07-23\|43.75\|-0.82\|44.71\|46.44\|43.09\|27564;2026-07-24\|43.40\|-0.80\|43.03\|45.27\|42.00\|23054;2026-07-27\|46.82\|7.88\|43.05\|46.99\|42.00\|32492;2026-07-28\|44.36\|-5.25\|46.18\|48.98\|44.00\|36962;2026-07-29\|42.69\|-3.76\|44.30\|44.73\|41.25\|33604;2026-07-30\|37.99\|-11.01\|42.69\|42.89\|37.70\|47077;2026-07-31\|39.51\|4.00\|40.57\|41.55\|39.51\|42640;2026-08-03\|38.60\|-2.30\|39.37\|40.38\|38.16\|32151;2026-08-04\|41.97\|8.73\|39.20\|42.55\|38.26\|38059;2026-08-05\|44.29\|5.53\|41.56\|44.99\|41.03\|33294;2026-08-06\|44.11\|-0.41\|43.64\|44.94\|43.00\|29074;2026-08-07\|45.82\|3.88\|44.29\|45.96\|42.48\|38577;2026-08-10\|45.12\|-1.53\|46.48\|48.02\|44.03\|29713;2026-08-11\|44.57\|-1.22\|44.99\|45.11\|43.67\|19510;2026-08-12\|45.88\|2.94\|44.50\|47.31\|44.27\|33913;2026-08-13\|44.91\|-2.11\|46.17\|47.38\|44.81\|21953;2026-08-14\|45.45\|1.20\|44.91\|45.75\|44.10\|19012;2026-08-17\|47.06\|3.54\|45.66\|47.17\|45.06\|20378;2026-08-18\|45.56\|-3.19\|46.53\|47.60\|45.28\|24770;2026-08-19\|42.17\|-7.44\|44.30\|45.12\|41.80\|26394;2026-08-20\|42.56\|0.92\|43.02\|43.72\|42.20\|17398;2026-08-21\|43.16\|1.41\|42.34\|43.93\|41.28\|18568;2026-08-24\|42.84\|-0.74\|43.14\|43.32\|41.52\|17462;2026-08-25\|44.90\|4.81\|42.42\|45.25\|41.41\|33393;2026-08-26\|40.60\|-9.58\|44.91\|45.23\|40.03\|69044;2026-08-27\|46.37\|14.21\|40.32\|46.51\|40.20\|73413;2026-08-28\|44.88\|-3.21\|46.10\|46.60\|43.99\|57821;2026-08-31\|48.25\|7.51\|43.93\|48.28\|43.93\|49753;2026-09-01\|45.55\|-5.60\|48.07\|48.07\|44.84\|50381;2026-09-02\|46.17\|1.36\|45.00\|47.37\|44.02\|34902;2026-09-03\|48.69\|5.46\|46.88\|49.27\|46.04\|49316;2026-09-04\|48.42\|-0.55\|49.48\|51.13\|47.97\|64627;2026-09-07\|50.57\|4.44\|48.75\|51.00\|47.80\|47633;2026-09-08\|49.62\|-1.88\|50.54\|51.28\|48.70\|31878;2026-09-09\|49.50\|-0.24\|49.74\|50.57\|48.84\|24774;2026-09-10\|49.18\|-0.65\|48.89\|49.69\|48.03\|19385;2026-09-11\|47.60\|-3.21\|48.30\|49.50\|45.52\|24258;2026-09-14\|46.95\|-1.37\|47.93\|48.66\|45.60\|26185;2026-09-15\|45.75\|-2.56\|47.06\|47.38\|45.26\|21084;2026-09-16\|48.09\|5.11\|45.82\|48.19\|45.01\|21760;2026-09-17\|50.17\|4.33\|47.75\|51.99\|47.75\|44263;2026-09-18\|51.12\|1.89\|50.12\|51.48\|49.15\|27012;2026-09-21\|51.82\|1.37\|51.52\|52.88\|51.12\|27800;2026-09-22\|50.63\|-2.30\|52.53\|52.53\|50.54\|22955;2026-09-23\|50.68\|0.10\|50.56\|51.18\|50.22\|15012;2026-09-24\|48.69\|-3.93\|50.93\|50.93\|48.52\|13509;2026-09-28\|44.36\|-8.89\|48.45\|48.49\|43.91\|25123;2026-09-29\|44.53\|0.38\|44.31\|44.97\|43.16\|14285;2026-09-30\|43.60\|-2.09\|44.68\|44.99\|43.10\|12375;2026-10-08\|41.43\|-4.98\|43.59\|44.05\|40.78\|18927;2026-10-09\|42.10\|1.62\|41.20\|42.83\|38.17\|30033;2026-10-12\|40.60\|-3.56\|42.18\|42.37\|40.56\|19701;2026-10-13\|40.26\|-0.84\|39.95\|40.80\|37.98\|21721;2026-10-14\|38.80\|-3.63\|40.30\|40.78\|38.67\|13354;2026-10-15\|36.40\|-6.19\|37.74\|38.03\|36.32\|23317;2026-10-16\|36.57\|0.47\|37.44\|37.96\|36.28\|19072;2026-10-19\|35.84\|-2.00\|36.46\|36.50\|34.13\|19964;2026-10-20\|36.37\|1.48\|35.61\|37.17\|35.31\|14421;2026-10-21\|36.48\|0.30\|36.55\|37.68\|36.22\|14207;2026-10-22\|34.82\|-4.55\|36.48\|37.37\|34.82\|15597;2026-10-23\|34.26\|-1.61\|33.82\|34.58\|30.80\|45462;2026-10-26\|32.63\|-4.76\|33.69\|34.33\|32.34\|27847;2026-10-27\|30.82\|-5.55\|32.97\|33.58\|30.80\|23844;2026-10-28\|32.43\|5.22\|31.08\|32.97\|30.76\|36624;2026-10-29\|30.71\|-5.30\|32.45\|32.45\|30.67\|25468;2026-10-30\|28.90\|-5.89\|30.41\|31.16\|28.80\|32403;2026-11-02\|29.83\|3.22\|29.40\|30.29\|28.37\|29491;2026-11-03\|28.13\|-5.70\|30.17\|30.17\|28.02\|21296;2026-11-04\|30.14\|7.15\|28.50\|30.29\|27.53\|30451;2026-11-05\|31.25\|3.68\|30.15\|32.06\|29.80\|25480;2026-11-06\|30.02\|-3.94\|29.51\|30.69\|29.06\|21807;2026-11-09\|30.40\|1.27\|30.93\|31.00\|30.21\|18258;2026-11-10\|31.23\|2.73\|31.39\|31.80\|30.59\|15958;2026-11-11\|32.60\|4.39\|31.23\|33.09\|30.97\|19304;2026-11-12\|33.30\|2.15\|35.20\|37.99\|32.71\|83322
119867	国务院：推进算力设施绿色低碳转型	算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	公司定位为新型数字基础设施与智能算力综合服务商，战略重心全面转向智能算力，致力于成为国内领先算力运营商	2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345;2026-07-27\|182.05\|1.51\|176.68\|182.55\|169.02\|124683;2026-07-28\|160.02\|-12.10\|171.87\|179.16\|158.00\|124042;2026-07-29\|149.00\|-6.89\|159.95\|162.58\|140.81\|165010;2026-07-30\|130.13\|-12.66\|147.67\|149.00\|127.26\|163021;2026-07-31\|156.16\|20.00\|150.01\|156.16\|144.75\|67147;2026-08-03\|147.21\|-5.73\|161.70\|166.47\|145.95\|230588;2026-08-04\|176.65\|20.00\|157.16\|176.65\|157.08\|212051;2026-08-05\|198.90\|12.60\|181.75\|203.89\|181.75\|282972;2026-08-06\|199.60\|0.35\|197.84\|203.80\|193.99\|266944;2026-08-07\|204.15\|2.28\|199.02\|207.96\|195.69\|247052;2026-08-10\|198.20\|-2.91\|204.16\|206.95\|194.52\|194994;2026-08-11\|192.36\|-2.95\|200.00\|202.00\|186.78\|178951;2026-08-12\|194.85\|1.29\|202.50\|206.56\|192.00\|238929;2026-08-13\|204.32\|4.86\|209.67\|225.50\|201.00\|354424;2026-08-14\|221.86\|8.58\|205.00\|223.68\|197.00\|310741;2026-08-17\|227.48\|2.53\|215.00\|232.00\|209.01\|289006;2026-08-18\|213.51\|-6.14\|220.00\|223.23\|211.52\|187850;2026-08-19\|192.02\|-10.07\|196.00\|205.88\|191.01\|168652;2026-08-20\|190.00\|-1.05\|191.32\|195.40\|185.28\|167166;2026-08-21\|186.06\|-2.07\|185.07\|190.24\|180.42\|125255;2026-08-24\|172.86\|-7.09\|186.25\|187.00\|166.87\|176646;2026-08-25\|172.94\|0.05\|170.07\|175.45\|165.19\|111548;2026-08-26\|172.34\|-0.35\|173.00\|174.47\|167.65\|86544;2026-08-27\|181.38\|5.25\|175.00\|183.85\|170.50\|155479;2026-08-28\|176.25\|-2.83\|179.80\|182.90\|175.80\|121221;2026-08-31\|184.12\|4.47\|172.29\|185.49\|170.10\|140597;2026-09-01\|175.28\|-4.80\|184.70\|185.40\|174.80\|100717;2026-09-02\|177.03\|1.00\|172.00\|179.70\|170.00\|111107;2026-09-03\|177.10\|0.04\|177.14\|180.00\|172.22\|89864;2026-09-04\|168.90\|-4.63\|181.02\|182.99\|165.00\|110992;2026-09-07\|175.88\|4.13\|172.29\|177.75\|170.00\|104969;2026-09-08\|175.83\|-0.03\|175.90\|183.50\|174.60\|117982;2026-09-09\|172.65\|-1.81\|179.46\|180.02\|171.01\|90611;2026-09-10\|171.50\|-0.67\|172.04\|174.49\|168.88\|57018;2026-09-11\|167.41\|-2.38\|168.42\|169.49\|161.60\|89696;2026-09-14\|165.78\|-0.97\|166.12\|169.41\|162.46\|70318;2026-09-15\|165.45\|-0.20\|165.13\|170.00\|165.00\|62757;2026-09-16\|170.57\|3.09\|164.50\|172.68\|164.22\|76541;2026-09-17\|174.90\|2.54\|178.00\|182.15\|171.06\|148418;2026-09-18\|179.72\|2.76\|178.00\|181.00\|169.07\|166417;2026-09-21\|179.50\|-0.12\|182.94\|182.94\|176.80\|99604;2026-09-22\|194.99\|8.63\|181.34\|200.00\|178.90\|250434;2026-09-23\|183.63\|-5.83\|194.10\|194.66\|183.49\|180403;2026-09-24\|176.85\|-3.64\|180.01\|182.65\|176.34\|106128;2026-09-28\|165.07\|-6.66\|174.42\|175.20\|163.17\|91838;2026-09-29\|162.59\|-1.50\|163.20\|165.61\|159.91\|67336;2026-09-30\|155.92\|-4.10\|164.07\|165.48\|155.23\|83916;2026-10-08\|146.86\|-5.81\|155.00\|157.50\|145.60\|87971;2026-10-09\|144.26\|-1.77\|146.25\|146.86\|137.00\|78694;2026-10-12\|137.40\|-4.76\|144.26\|144.45\|137.01\|65004;2026-10-13\|138.05\|0.47\|133.24\|140.70\|128.00\|88306;2026-10-14\|136.20\|-1.34\|137.82\|141.99\|135.13\|71424;2026-10-15\|125.62\|-7.77\|127.11\|129.97\|125.07\|94938;2026-10-16\|125.01\|-0.49\|128.62\|129.99\|124.20\|70627;2026-10-19\|123.60\|-1.13\|123.69\|125.99\|119.26\|63292;2026-10-20\|126.28\|2.17\|123.99\|129.05\|121.05\|66818;2026-10-21\|132.35\|4.81\|128.88\|136.88\|127.12\|134091;2026-10-22\|121.55\|-8.16\|133.00\|133.00\|121.50\|105807;2026-10-23\|122.92\|1.13\|117.30\|123.62\|111.52\|109291;2026-10-26\|121.30\|-1.32\|122.06\|124.95\|120.28\|72424;2026-10-27\|113.56\|-6.38\|123.48\|123.87\|112.88\|83798;2026-10-28\|117.60\|3.56\|117.03\|119.16\|114.22\|74620;2026-10-29\|108.60\|-7.65\|116.79\|116.99\|108.57\|92576;2026-10-30\|102.03\|-6.05\|104.99\|109.68\|100.66\|94603;2026-11-02\|106.96\|4.83\|103.99\|108.80\|100.21\|106465;2026-11-03\|99.91\|-6.59\|106.37\|110.88\|98.77\|92408;2026-11-04\|108.78\|8.88\|99.92\|109.20\|96.33\|125143;2026-11-05\|119.33\|9.70\|106.96\|123.87\|105.15\|166275;2026-11-06\|115.40\|-3.29\|111.17\|117.22\|108.23\|121605;2026-11-09\|112.32\|-2.67\|117.00\|118.80\|112.22\|91207;2026-11-10\|114.80\|2.21\|115.11\|117.30\|113.33\|80025;2026-11-11\|120.20\|4.70\|114.89\|120.20\|114.00\|102277;2026-11-12\|116.56\|-3.03\|121.96\|125.20\|115.37\|139548
119866	国务院：推进算力设施绿色低碳转型	AI编程+固件信创+业绩大增行业原因：渤海证券研究指出，近期DeepSeek V4、字节Seed3D 2.0、月之暗面Kimi K2.6、小米MiMo-V2.5等国产大模型迎来密集迭代。随着国产大模型能力持续提升，其在各类应用场景的落地节奏有望进一步提速。公司原因： 1、据2026年4月28日一季报，公司2026Q1实现营收8752万元、归母净利5947万元，同比增216%，扣非净利2436万元，同比增40%，现金流同比增133%，AI编程产品EazyDevelop贡献收入2584万元，占营收30%，单日Token消耗破200亿。 2、据2026年4月21日年报，公司是全球唯一同时获Intel X86固件授权且全适配国产主流芯片的独立供应商，BIOS/BMC批量供货华为、联想、浪潮、曙光等，深度参与信创生态。 3、据2026年4月30日机构调研，公司预计2026年IDE业务收入2.8亿元、净利1.4亿元，鸿蒙跨端产品提前至Q2发布，已启动首批互联网大厂项目，全年主业与投资收益双增。	公司固件业务为国产算力底层核心服务商，已与华为鲲鹏昇腾、飞腾、龙芯等主流国产CPU厂商达成全系列深度适配	2026-07-03\|118.81\|-0.24\|118.35\|120.80\|114.28\|34548;2026-07-06\|116.36\|-2.06\|117.74\|122.43\|115.20\|27822;2026-07-07\|117.38\|0.88\|115.10\|120.22\|114.11\|30186;2026-07-08\|123.48\|5.20\|118.38\|129.88\|114.51\|68346;2026-07-09\|137.99\|11.75\|121.20\|138.80\|121.10\|92900;2026-07-10\|135.71\|-1.65\|135.00\|143.69\|132.94\|86749;2026-07-13\|137.80\|1.54\|136.93\|142.99\|134.07\|77003;2026-07-14\|122.99\|-10.75\|145.00\|147.35\|114.86\|96120;2026-07-15\|126.82\|3.11\|121.38\|133.83\|119.40\|72990;2026-07-16\|124.90\|-1.51\|124.99\|130.49\|121.55\|47435;2026-07-17\|106.88\|-14.43\|123.50\|125.98\|105.52\|68122;2026-07-20\|100.00\|-6.44\|108.06\|109.29\|95.96\|51024;2026-07-21\|107.73\|7.73\|100.00\|109.00\|88.01\|66586;2026-07-22\|102.35\|-4.99\|107.90\|108.57\|101.80\|35695;2026-07-23\|99.68\|-2.61\|103.99\|103.99\|97.22\|29749;2026-07-24\|94.13\|-5.57\|98.00\|99.54\|93.71\|30987;2026-07-27\|98.85\|5.01\|93.85\|99.25\|91.39\|28430;2026-07-28\|95.16\|-3.73\|96.87\|100.95\|94.59\|21555;2026-07-29\|91.44\|-3.91\|95.17\|95.77\|89.01\|27709;2026-07-30\|87.19\|-4.65\|91.40\|95.50\|87.03\|34835;2026-07-31\|101.52\|16.44\|91.54\|104.63\|91.00\|79602;2026-08-03\|94.53\|-6.89\|99.00\|101.49\|93.87\|58540;2026-08-04\|100.30\|6.10\|98.00\|100.60\|96.00\|44738;2026-08-05\|115.01\|14.67\|99.30\|117.18\|98.70\|70390;2026-08-06\|113.71\|-1.13\|114.22\|118.20\|111.38\|55815;2026-08-07\|114.06\|0.31\|112.57\|115.45\|107.88\|47276;2026-08-10\|111.67\|-2.10\|114.86\|115.30\|110.33\|34425;2026-08-11\|109.30\|-2.12\|111.70\|112.70\|108.00\|29398;2026-08-12\|109.30\|0.00\|110.00\|111.96\|108.50\|24481;2026-08-13\|105.74\|-3.26\|109.54\|112.40\|105.66\|38890;2026-08-14\|107.25\|1.43\|105.34\|108.30\|102.24\|47163;2026-08-17\|108.65\|1.31\|107.03\|108.77\|104.56\|39881;2026-08-18\|109.62\|0.89\|108.63\|109.96\|104.60\|30108;2026-08-19\|98.39\|-10.24\|106.00\|107.60\|98.10\|42020;2026-08-20\|97.80\|-0.60\|101.36\|101.81\|96.16\|28694;2026-08-21\|97.29\|-0.52\|97.75\|98.60\|95.08\|17668;2026-08-24\|92.73\|-4.69\|97.30\|97.41\|90.07\|27444;2026-08-25\|92.50\|-0.25\|91.70\|93.50\|88.18\|21685;2026-08-26\|92.00\|-0.54\|91.70\|92.86\|89.77\|17851;2026-08-27\|94.69\|2.92\|92.00\|95.26\|90.50\|35460;2026-08-28\|95.24\|0.58\|96.70\|101.00\|95.07\|54659;2026-08-31\|100.40\|5.42\|91.00\|101.47\|91.00\|45064;2026-09-01\|99.22\|-1.18\|101.06\|103.07\|98.28\|34726;2026-09-02\|96.38\|-2.86\|98.00\|98.90\|96.30\|20069;2026-09-03\|96.57\|0.20\|101.00\|102.50\|94.56\|39135;2026-09-04\|94.45\|-2.20\|99.30\|101.97\|93.36\|50386;2026-09-07\|94.99\|0.57\|94.45\|96.60\|93.13\|29668;2026-09-08\|92.00\|-3.15\|94.48\|95.62\|91.60\|35231;2026-09-09\|92.00\|0.00\|92.11\|95.15\|91.33\|28874;2026-09-10\|90.26\|-1.89\|91.27\|92.36\|89.63\|19238;2026-09-11\|88.80\|-1.62\|89.41\|90.77\|86.13\|29970;2026-09-14\|87.82\|-1.10\|87.74\|88.97\|86.28\|17834;2026-09-15\|87.90\|0.09\|88.86\|89.70\|87.41\|17050;2026-09-16\|89.86\|2.23\|87.90\|91.30\|86.30\|23791;2026-09-17\|87.91\|-2.17\|90.00\|91.40\|87.53\|19336;2026-09-18\|90.40\|2.83\|89.82\|91.37\|89.03\|23165;2026-09-21\|87.25\|-3.48\|91.00\|91.79\|86.16\|41529;2026-09-22\|94.33\|8.11\|92.82\|97.75\|90.52\|66687;2026-09-23\|91.37\|-3.14\|93.43\|94.14\|91.00\|32599;2026-09-24\|88.14\|-3.54\|90.42\|91.65\|88.08\|25493;2026-09-28\|82.20\|-6.74\|86.84\|87.66\|80.90\|34689;2026-09-29\|84.97\|3.37\|82.21\|85.68\|81.00\|26233;2026-09-30\|83.00\|-2.32\|86.25\|86.25\|82.56\|17484;2026-10-08\|78.82\|-5.04\|82.75\|83.00\|77.77\|28600;2026-10-09\|79.60\|0.99\|78.90\|80.11\|74.50\|33657;2026-10-12\|77.43\|-2.73\|80.20\|80.50\|77.05\|19341;2026-10-13\|77.90\|0.61\|75.93\|79.25\|74.00\|22525;2026-10-14\|76.19\|-2.20\|77.90\|78.90\|75.83\|14982;2026-10-15\|71.68\|-5.92\|73.25\|75.50\|71.60\|23130;2026-10-16\|69.80\|-2.62\|73.11\|74.24\|69.11\|26807;2026-10-19\|70.30\|0.72\|69.92\|71.02\|67.81\|28527;2026-10-20\|73.34\|4.32\|70.05\|74.22\|69.00\|39309;2026-10-21\|74.45\|1.51\|75.44\|76.69\|73.44\|34852;2026-10-22\|72.36\|-2.81\|74.44\|75.66\|72.30\|25402;2026-10-23\|76.01\|5.04\|71.10\|76.37\|67.50\|40068;2026-10-26\|74.66\|-1.78\|75.00\|77.19\|72.89\|40633;2026-10-27\|70.02\|-6.21\|73.36\|74.50\|70.02\|37399;2026-10-28\|72.30\|3.26\|71.00\|73.78\|69.98\|30329;2026-10-29\|73.62\|1.83\|72.08\|76.32\|70.88\|55466;2026-10-30\|73.00\|-0.84\|71.56\|73.85\|69.18\|53901;2026-11-02\|76.40\|4.66\|72.03\|77.01\|66.90\|71782;2026-11-03\|71.26\|-6.73\|74.28\|76.40\|70.89\|47851;2026-11-04\|76.94\|7.97\|71.01\|78.49\|70.32\|60872;2026-11-05\|83.76\|8.86\|78.02\|86.16\|78.00\|63823;2026-11-06\|80.66\|-3.70\|79.53\|84.76\|79.10\|48469;2026-11-09\|80.24\|-0.52\|83.58\|84.98\|79.54\|44855;2026-11-10\|84.82\|5.71\|81.70\|86.18\|81.10\|61206;2026-11-11\|82.80\|-2.38\|85.00\|87.70\|80.71\|67698;2026-11-12\|80.30\|-3.02\|82.80\|84.60\|78.88\|58371
119865	国务院：推进算力设施绿色低碳转型	能源智算+债权转让+一季报扭亏行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月14日机构调研，公司正全力深耕“能源+智算中心”全链条生态，加快构建覆盖能源侧、算力侧与协同管控平台的“三位一体”技术支撑体系，为绿色智算全场景运营提供产品与技术底座。 2、据2026年6月19日公告，公司董事会审议通过《关于签订〈债权转让协议〉暨关联交易的议案》，将公司对中铁十九局集团有限公司的应收账款债权转让给关联方新投云。该笔债权转让完成后，前期计提的减值准备17万元将在2026年二季度冲回，有利于公司有效盘活资产。 3、据2026年4月22日公告，公司2026年第一季度实现营业收入1831.91万元，同比增长32.70%；归母净利润202.80万元，同比实现扭亏为盈。	公司拥有基于“中威视云”的智能互联网安防及综合信息的运营与服务，基于华为鲲鹏云认证的视频云平台，AI视频中台以及聚焦园区和交通的华为云严选解决方案	2026-07-03\|13.24\|-0.45\|13.42\|13.46\|12.83\|254795;2026-07-06\|12.38\|-6.50\|13.13\|13.13\|12.32\|184122;2026-07-07\|11.58\|-6.46\|12.25\|12.49\|11.46\|146444;2026-07-08\|11.40\|-1.55\|11.54\|12.26\|11.36\|164484;2026-07-09\|12.99\|13.95\|11.76\|13.20\|11.64\|326278;2026-07-10\|13.23\|1.85\|12.70\|13.50\|12.60\|287889;2026-07-13\|12.14\|-8.24\|12.98\|13.38\|12.03\|187106;2026-07-14\|12.05\|-0.74\|12.05\|12.20\|11.49\|160035;2026-07-15\|11.65\|-3.32\|12.10\|12.45\|11.45\|171265;2026-07-16\|11.23\|-3.61\|11.45\|11.63\|10.99\|150008;2026-07-17\|10.43\|-7.12\|11.19\|11.38\|10.30\|165470;2026-07-20\|9.40\|-9.88\|10.61\|10.85\|9.10\|243337;2026-07-21\|9.55\|1.60\|9.37\|9.60\|8.10\|266394;2026-07-22\|9.35\|-2.09\|9.31\|9.79\|9.20\|179679;2026-07-23\|9.57\|2.35\|9.24\|9.77\|9.24\|142623;2026-07-24\|9.18\|-4.08\|9.40\|9.53\|9.12\|81165;2026-07-27\|9.77\|6.43\|9.11\|9.80\|9.06\|124408;2026-07-28\|9.70\|-0.72\|9.76\|9.89\|9.61\|96263;2026-07-29\|10.35\|6.70\|9.71\|10.72\|9.55\|229890;2026-07-30\|9.29\|-10.24\|10.28\|10.48\|9.28\|205661;2026-07-31\|10.37\|11.63\|9.70\|10.84\|9.70\|259607;2026-08-03\|10.50\|1.25\|10.85\|11.01\|10.23\|180207;2026-08-04\|12.60\|20.00\|11.10\|12.60\|10.62\|321740;2026-08-05\|13.25\|5.16\|12.13\|13.32\|12.10\|397240;2026-08-06\|12.96\|-2.19\|13.15\|14.07\|12.70\|399861;2026-08-07\|13.05\|0.69\|12.71\|13.07\|12.50\|237617;2026-08-10\|13.40\|2.68\|13.20\|13.45\|12.60\|240048;2026-08-11\|13.22\|-1.34\|13.32\|13.52\|13.04\|138702;2026-08-12\|13.13\|-0.68\|13.48\|13.54\|13.05\|195211;2026-08-13\|13.07\|-0.46\|13.40\|14.25\|13.00\|306387;2026-08-14\|12.91\|-1.22\|12.99\|13.26\|12.64\|207219;2026-08-17\|13.15\|1.86\|12.85\|13.15\|12.50\|168549;2026-08-18\|12.97\|-1.37\|13.06\|13.33\|12.76\|152490;2026-08-19\|12.03\|-7.25\|12.66\|12.79\|11.91\|162159;2026-08-20\|11.86\|-1.41\|12.14\|12.14\|11.76\|112212;2026-08-21\|11.62\|-2.02\|12.06\|12.06\|11.31\|105097;2026-08-24\|11.44\|-1.55\|12.00\|12.15\|11.20\|143682;2026-08-25\|11.37\|-0.61\|11.31\|11.60\|11.14\|138976;2026-08-26\|11.29\|-0.70\|11.39\|11.55\|11.23\|94375;2026-08-27\|11.49\|1.77\|11.21\|11.51\|11.19\|105447;2026-08-28\|11.38\|-0.96\|11.41\|11.63\|11.31\|101415;2026-08-31\|11.61\|2.02\|11.20\|11.69\|11.13\|98594;2026-09-01\|11.76\|1.29\|11.56\|11.94\|11.51\|115710;2026-09-02\|11.67\|-0.77\|11.60\|11.76\|11.23\|110223;2026-09-03\|11.15\|-4.46\|11.64\|11.77\|11.02\|123721;2026-09-04\|11.01\|-1.26\|11.17\|11.53\|10.88\|113491;2026-09-07\|10.94\|-0.64\|10.93\|11.11\|10.91\|64596;2026-09-08\|10.80\|-1.28\|10.94\|11.01\|10.74\|69447;2026-09-09\|10.66\|-1.30\|10.82\|11.10\|10.64\|82026;2026-09-10\|10.57\|-0.84\|10.61\|10.64\|10.42\|66857;2026-09-11\|10.44\|-1.23\|10.52\|10.52\|10.17\|70046;2026-09-14\|10.26\|-1.72\|10.39\|10.54\|10.20\|61885;2026-09-15\|9.99\|-2.63\|10.26\|10.32\|9.97\|72943;2026-09-16\|10.30\|3.10\|9.95\|10.31\|9.94\|88537;2026-09-17\|10.22\|-0.78\|10.22\|10.50\|10.13\|79022;2026-09-18\|10.50\|2.74\|10.28\|10.64\|10.28\|91564;2026-09-21\|10.70\|1.90\|10.53\|10.76\|10.52\|88810;2026-09-22\|10.57\|-1.22\|10.74\|10.91\|10.52\|70810;2026-09-23\|10.40\|-1.61\|10.57\|10.61\|10.29\|62626;2026-09-24\|10.25\|-1.44\|10.40\|10.50\|10.23\|46805;2026-09-28\|10.13\|-1.17\|10.25\|10.25\|9.86\|67312;2026-09-29\|10.69\|5.53\|9.99\|10.82\|9.95\|158924;2026-09-30\|10.21\|-4.49\|10.70\|10.78\|10.18\|105665;2026-10-08\|10.13\|-0.78\|10.30\|10.35\|10.01\|69001;2026-10-09\|10.50\|3.65\|10.13\|10.55\|9.82\|104073;2026-10-12\|10.04\|-4.38\|10.54\|10.58\|10.04\|72622;2026-10-13\|10.29\|2.49\|9.93\|10.41\|9.75\|99694;2026-10-14\|9.94\|-3.40\|10.33\|10.34\|9.94\|67103;2026-10-15\|9.58\|-3.62\|9.73\|9.87\|9.47\|85854;2026-10-16\|9.58\|0.00\|9.74\|9.87\|9.44\|68142;2026-10-19\|9.42\|-1.67\|9.53\|9.62\|9.11\|75713;2026-10-20\|9.61\|2.02\|9.49\|9.76\|9.35\|70009;2026-10-21\|9.71\|1.04\|9.71\|9.84\|9.62\|73171;2026-10-22\|9.14\|-5.87\|9.63\|9.68\|9.13\|66311;2026-10-23\|9.52\|4.16\|9.04\|9.56\|8.52\|114986;2026-10-26\|9.26\|-2.73\|9.44\|9.55\|9.23\|80847;2026-10-27\|8.87\|-4.21\|9.33\|9.47\|8.86\|69349;2026-10-28\|8.99\|1.35\|8.93\|9.11\|8.73\|83159;2026-10-29\|8.63\|-4.00\|9.02\|9.02\|8.60\|72165;2026-10-30\|8.12\|-5.91\|8.37\|8.67\|8.11\|84928;2026-11-02\|8.31\|2.34\|8.22\|8.40\|7.92\|90525;2026-11-03\|8.02\|-3.49\|8.22\|8.42\|7.93\|68250;2026-11-04\|8.32\|3.74\|8.05\|8.32\|7.80\|111537;2026-11-05\|8.61\|3.49\|8.31\|8.63\|8.22\|86564;2026-11-06\|8.23\|-4.41\|8.30\|8.39\|8.18\|78260;2026-11-09\|8.23\|0.00\|8.35\|8.52\|8.22\|58559;2026-11-10\|8.60\|4.50\|8.45\|8.62\|8.39\|79696;2026-11-11\|8.85\|2.91\|8.54\|8.86\|8.51\|67170;2026-11-12\|8.51\|-3.84\|8.84\|8.96\|8.48\|82318
119864	国务院：推进算力设施绿色低碳转型	第三代半导体+车载高压电源行业原因： 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5月15日投资者关系活动记录表，公司800V高压平台产品已批量量产，应用GaN器件的新能源车载电源集成产品处于研发阶段。 2、据2026年5月15日投资者关系活动记录表，公司为蔚来、小米、广汽、零跑等主流车企配套多款畅销车型；2026年3月国内OBC市场份额达16.5%NE时代数据。 3、根据公司招股说明书：公司积极开展 SiC、GaN 等第三代宽禁带半导体器件的应用研究及相应的电力电子拓扑优化，并已实现了 SiC 半导体器件在产品中的量产应用。	公司800V高压平台产品已批量量产，正稳步推进高算力数据中心服务器电源业务的市场开拓与产品落地，向能源管理及数据中心服务器电源业务拓展	2026-07-03\|52.00\|-0.42\|53.56\|54.20\|50.33\|154034;2026-07-06\|54.52\|4.85\|55.00\|60.03\|54.28\|243200;2026-07-07\|53.30\|-2.24\|54.16\|55.79\|52.80\|140384;2026-07-08\|47.81\|-10.30\|52.75\|53.87\|47.79\|158674;2026-07-09\|57.37\|20.00\|48.25\|57.37\|47.11\|201043;2026-07-10\|55.56\|-3.15\|60.81\|62.60\|55.20\|226882;2026-07-13\|54.00\|-2.81\|55.65\|58.69\|53.30\|159058;2026-07-14\|53.90\|-0.19\|54.78\|55.10\|51.01\|134508;2026-07-15\|50.16\|-6.94\|54.78\|55.36\|49.81\|142434;2026-07-16\|47.26\|-5.78\|49.00\|49.48\|46.76\|128799;2026-07-17\|40.35\|-14.62\|46.59\|47.22\|40.00\|143494;2026-07-20\|37.96\|-5.92\|42.17\|42.49\|36.53\|145272;2026-07-21\|39.79\|4.82\|38.33\|40.15\|34.30\|170416;2026-07-22\|37.64\|-5.40\|39.45\|41.10\|37.30\|143237;2026-07-23\|36.62\|-2.71\|37.67\|38.20\|36.36\|97528;2026-07-24\|36.15\|-1.28\|35.91\|37.68\|35.55\|87094;2026-07-27\|36.93\|2.16\|35.89\|37.09\|34.87\|90401;2026-07-28\|34.05\|-7.80\|36.31\|36.85\|33.80\|100471;2026-07-29\|34.59\|1.59\|34.49\|34.95\|32.63\|107456;2026-07-30\|31.01\|-10.35\|34.28\|34.68\|30.76\|144499;2026-07-31\|32.28\|4.10\|33.97\|34.39\|32.25\|156878;2026-08-03\|31.35\|-2.88\|32.48\|32.97\|31.04\|86818;2026-08-04\|34.21\|9.12\|31.91\|34.77\|31.66\|145375;2026-08-05\|36.36\|6.28\|33.36\|36.92\|33.36\|121422;2026-08-06\|37.17\|2.23\|36.01\|38.19\|35.77\|109681;2026-08-07\|37.99\|2.21\|37.00\|38.70\|36.20\|107418;2026-08-10\|40.11\|5.58\|38.37\|40.26\|38.37\|128562;2026-08-11\|40.69\|1.45\|40.17\|41.48\|39.36\|122656;2026-08-12\|41.09\|0.98\|40.88\|41.99\|40.60\|96484;2026-08-13\|43.14\|4.99\|41.26\|45.53\|41.26\|138686;2026-08-14\|44.86\|3.99\|43.71\|45.00\|42.00\|106153;2026-08-17\|45.37\|1.14\|44.85\|45.41\|44.15\|89415;2026-08-18\|46.68\|2.89\|45.38\|46.90\|44.95\|101063;2026-08-19\|43.08\|-7.71\|45.67\|46.29\|42.57\|126549;2026-08-20\|43.50\|0.97\|43.70\|44.70\|43.02\|89349;2026-08-21\|44.86\|3.13\|43.30\|44.87\|42.66\|93555;2026-08-24\|42.26\|-5.80\|44.52\|44.85\|41.16\|125596;2026-08-25\|41.90\|-0.85\|41.94\|42.40\|40.38\|73214;2026-08-26\|42.30\|0.95\|42.15\|43.60\|41.36\|87392;2026-08-27\|43.45\|2.72\|42.57\|43.58\|41.65\|92560;2026-08-28\|42.69\|-1.75\|43.45\|46.98\|42.21\|189236;2026-08-31\|41.95\|-1.73\|41.53\|43.67\|40.80\|115338;2026-09-01\|40.04\|-4.55\|42.04\|43.74\|39.96\|113184;2026-09-02\|38.27\|-4.42\|39.34\|39.57\|38.02\|125738;2026-09-03\|42.83\|11.92\|38.78\|43.35\|38.48\|159042;2026-09-04\|42.03\|-1.87\|44.10\|44.28\|41.65\|108565;2026-09-07\|42.38\|0.83\|42.00\|42.99\|41.20\|109221;2026-09-08\|42.54\|0.38\|42.27\|43.66\|41.95\|77023;2026-09-09\|41.20\|-3.15\|42.79\|43.36\|41.00\|67032;2026-09-10\|40.84\|-0.87\|41.00\|41.98\|40.68\|56891;2026-09-11\|41.53\|1.69\|40.70\|42.42\|40.33\|96619;2026-09-14\|43.48\|4.70\|41.15\|43.66\|40.28\|91195;2026-09-15\|42.10\|-3.17\|43.43\|44.24\|42.03\|71525;2026-09-16\|43.31\|2.87\|42.54\|43.74\|41.09\|75503;2026-09-17\|44.25\|2.17\|43.02\|45.17\|42.89\|90662;2026-09-18\|44.47\|0.50\|44.95\|45.03\|43.71\|78836;2026-09-21\|44.18\|-0.65\|44.44\|45.45\|43.50\|73347;2026-09-22\|43.63\|-1.24\|44.99\|45.38\|43.32\|110179;2026-09-23\|44.85\|2.80\|43.95\|46.24\|43.15\|138614;2026-09-24\|43.46\|-3.10\|44.41\|45.25\|43.28\|81704;2026-09-28\|42.35\|-2.55\|44.25\|44.97\|41.52\|83137;2026-09-29\|42.65\|0.71\|41.92\|43.45\|41.69\|58467;2026-09-30\|41.93\|-1.69\|42.77\|42.88\|41.60\|57130;2026-10-08\|40.16\|-4.22\|41.93\|41.99\|39.88\|64740;2026-10-09\|38.83\|-3.31\|39.99\|40.23\|37.11\|77281;2026-10-12\|37.54\|-3.32\|37.87\|38.07\|35.80\|77996;2026-10-13\|36.02\|-4.05\|36.12\|36.98\|35.03\|76060;2026-10-14\|35.06\|-2.67\|35.64\|35.87\|34.87\|48268;2026-10-15\|32.59\|-7.05\|33.36\|34.28\|32.24\|88797;2026-10-16\|32.92\|1.01\|33.39\|33.77\|32.66\|41918;2026-10-19\|31.92\|-3.04\|32.39\|32.95\|30.81\|49837;2026-10-20\|32.76\|2.63\|31.70\|33.48\|31.40\|44248;2026-10-21\|32.33\|-1.31\|33.34\|33.87\|32.30\|42247;2026-10-22\|31.00\|-4.11\|32.59\|32.64\|30.87\|38026;2026-10-23\|33.77\|8.94\|30.53\|33.87\|29.96\|78754;2026-10-26\|31.59\|-6.46\|33.68\|33.99\|31.40\|66846;2026-10-27\|31.20\|-1.23\|32.30\|32.57\|31.19\|46430;2026-10-28\|33.44\|7.18\|31.50\|33.47\|31.50\|55319;2026-10-29\|31.00\|-7.30\|33.00\|33.22\|30.90\|56239;2026-10-30\|32.33\|4.29\|32.57\|34.26\|31.86\|111881;2026-11-02\|35.66\|10.30\|33.27\|36.66\|32.50\|170455;2026-11-03\|34.00\|-4.66\|35.68\|35.99\|33.92\|95163;2026-11-04\|35.28\|3.76\|34.47\|35.70\|33.24\|107438;2026-11-05\|35.00\|-0.79\|34.61\|35.72\|34.21\|92012;2026-11-06\|33.60\|-4.00\|32.60\|34.23\|32.46\|72414;2026-11-09\|32.71\|-2.65\|33.63\|33.83\|32.58\|53619;2026-11-10\|33.20\|1.50\|33.13\|33.86\|32.80\|65467;2026-11-11\|35.10\|5.72\|33.00\|35.17\|32.55\|113512;2026-11-12\|33.88\|-3.48\|34.81\|35.10\|33.78\|65860
119863	国务院：推进算力设施绿色低碳转型	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957;2026-09-11\|125.70\|-1.64\|125.89\|127.39\|120.05\|246485;2026-09-14\|119.41\|-5.00\|122.82\|123.00\|117.00\|257992;2026-09-15\|118.73\|-0.57\|118.90\|124.68\|118.41\|291186;2026-09-16\|121.64\|2.45\|119.07\|122.60\|116.16\|259076;2026-09-17\|121.19\|-0.37\|120.81\|125.71\|120.49\|211668;2026-09-18\|126.80\|4.63\|123.78\|127.68\|120.21\|322020;2026-09-21\|124.80\|-1.58\|127.79\|129.60\|123.80\|222129;2026-09-22\|123.00\|-1.44\|126.27\|127.50\|122.52\|211295;2026-09-23\|122.85\|-0.12\|124.38\|126.20\|122.55\|176246;2026-09-24\|122.61\|-0.20\|121.80\|129.27\|119.10\|410455;2026-09-28\|115.40\|-5.88\|123.00\|126.20\|113.83\|376013;2026-09-29\|118.50\|2.69\|114.54\|120.00\|114.32\|268832;2026-09-30\|115.72\|-2.35\|120.00\|120.12\|115.51\|161162;2026-10-08\|107.25\|-7.32\|116.00\|116.20\|106.30\|260375;2026-10-09\|102.79\|-4.16\|105.50\|105.92\|98.38\|270771;2026-10-12\|102.61\|-0.18\|102.79\|106.21\|101.28\|206029;2026-10-13\|102.24\|-0.36\|98.02\|104.60\|94.95\|209315;2026-10-14\|102.90\|0.65\|104.48\|107.80\|102.53\|237694;2026-10-15\|95.37\|-7.32\|97.00\|98.93\|94.69\|246257;2026-10-16\|94.54\|-0.87\|98.00\|99.18\|93.90\|167494;2026-10-19\|93.81\|-0.77\|93.62\|94.99\|89.23\|196124;2026-10-20\|95.09\|1.36\|93.51\|97.80\|91.67\|160631;2026-10-21\|97.98\|3.04\|98.80\|100.50\|97.00\|192110;2026-10-22\|92.06\|-6.04\|98.27\|98.50\|92.06\|164870;2026-10-23\|93.28\|1.33\|89.57\|94.10\|83.85\|266969;2026-10-26\|89.53\|-4.02\|91.81\|92.30\|88.33\|158699;2026-10-27\|85.73\|-4.24\|91.10\|91.60\|85.65\|147704;2026-10-28\|89.16\|4.00\|87.00\|90.41\|85.80\|173867;2026-10-29\|82.59\|-7.37\|89.00\|89.00\|82.38\|198609;2026-10-30\|77.72\|-5.90\|74.33\|83.50\|74.33\|376192;2026-11-02\|80.07\|3.02\|78.50\|82.12\|75.60\|279674;2026-11-03\|72.06\|-10.00\|78.30\|79.48\|72.06\|288294;2026-11-04\|78.30\|8.66\|71.70\|78.88\|69.75\|383084;2026-11-05\|77.78\|-0.66\|76.00\|80.78\|75.40\|252213;2026-11-06\|74.98\|-3.60\|71.26\|76.35\|70.88\|280572;2026-11-09\|76.89\|2.55\|76.00\|78.48\|74.25\|217642;2026-11-10\|76.70\|-0.25\|79.00\|79.97\|76.41\|174501;2026-11-11\|82.18\|7.14\|76.70\|82.29\|76.70\|242577;2026-11-12\|78.59\|-4.37\|82.19\|84.28\|78.38\|263196
119862	国务院：推进算力设施绿色低碳转型	涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	浪潮AI服务器市场份额全球第一，公司预计2026年上半年归属于上市公司股东的净利润为26.00亿元至31.00亿元，同比增长226%至288%。其中，二季度净利润预计为19.95亿元至24.95亿元，环比暴增229%至312%。公司表示，业绩变动主要系紧抓行业上行机遇，持续致力于产品技术创新和提升客户满意度，促进经营业绩大幅增长。	2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436;2026-07-27\|85.00\|-0.36\|86.00\|87.43\|81.37\|840190;2026-07-28\|79.85\|-6.06\|82.50\|83.60\|79.00\|946804;2026-07-29\|74.94\|-6.15\|79.90\|80.23\|72.33\|1053349;2026-07-30\|69.08\|-7.82\|73.31\|74.90\|68.18\|916212;2026-07-31\|71.81\|3.95\|73.98\|74.98\|71.26\|901683;2026-08-03\|71.66\|-0.21\|71.82\|75.80\|71.09\|754567;2026-08-04\|74.14\|3.46\|73.03\|74.74\|71.54\|881450;2026-08-05\|77.20\|4.13\|73.30\|79.37\|73.30\|1121241;2026-08-06\|76.79\|-0.53\|75.68\|77.99\|75.11\|881765;2026-08-07\|77.99\|1.56\|76.41\|79.30\|75.05\|933848;2026-08-10\|76.70\|-1.65\|78.02\|78.13\|75.38\|602085;2026-08-11\|75.11\|-2.07\|76.70\|77.20\|75.01\|538912;2026-08-12\|75.02\|-0.12\|75.79\|75.98\|74.06\|538898;2026-08-13\|79.46\|5.92\|77.01\|82.52\|77.01\|1505658;2026-08-14\|78.80\|-0.83\|79.60\|81.16\|77.29\|937908;2026-08-17\|80.68\|2.39\|78.82\|80.68\|77.61\|850433;2026-08-18\|80.97\|0.36\|80.01\|81.87\|77.80\|895138;2026-08-19\|72.87\|-10.00\|78.50\|78.50\|72.87\|990138;2026-08-20\|75.08\|3.03\|73.51\|75.63\|72.50\|668857;2026-08-21\|76.35\|1.69\|75.49\|76.69\|74.25\|521762;2026-08-24\|73.22\|-4.10\|76.74\|76.76\|71.42\|605901;2026-08-25\|74.11\|1.22\|71.43\|74.99\|71.42\|400854;2026-08-26\|73.79\|-0.43\|74.25\|75.12\|73.40\|338372;2026-08-27\|78.27\|6.07\|75.30\|78.30\|74.79\|656865;2026-08-28\|77.44\|-1.06\|78.00\|79.68\|77.23\|511857;2026-08-31\|85.18\|9.99\|76.38\|85.18\|76.37\|1166685;2026-09-01\|85.60\|0.49\|85.90\|87.14\|85.18\|1097374;2026-09-02\|85.69\|0.11\|85.64\|87.50\|84.80\|823857;2026-09-03\|86.35\|0.77\|87.87\|89.18\|84.92\|1113705;2026-09-04\|77.72\|-9.99\|87.25\|87.47\|77.72\|1708893;2026-09-07\|74.74\|-3.83\|75.50\|75.80\|72.30\|1479965;2026-09-08\|72.32\|-3.24\|74.88\|74.89\|72.16\|1059320;2026-09-09\|71.38\|-1.30\|72.48\|72.80\|70.88\|706634;2026-09-10\|70.43\|-1.33\|70.51\|72.08\|70.27\|530264;2026-09-11\|70.54\|0.16\|69.01\|70.73\|68.09\|709783;2026-09-14\|68.82\|-2.44\|68.95\|69.86\|67.60\|544852;2026-09-15\|68.76\|-0.09\|68.42\|69.50\|68.21\|407172;2026-09-16\|71.15\|3.48\|68.76\|72.00\|68.65\|700137;2026-09-17\|69.81\|-1.88\|70.46\|71.25\|69.52\|504307;2026-09-18\|71.88\|2.97\|71.00\|72.19\|69.93\|682039;2026-09-21\|71.85\|-0.04\|72.01\|72.49\|71.25\|465141;2026-09-22\|72.15\|0.42\|73.00\|73.46\|71.82\|566826;2026-09-23\|71.27\|-1.22\|71.86\|72.19\|70.90\|381428;2026-09-24\|69.90\|-1.92\|70.85\|71.38\|69.90\|293807;2026-09-28\|67.05\|-4.08\|69.49\|69.50\|66.80\|436182;2026-09-29\|67.18\|0.19\|66.92\|68.10\|66.66\|281672;2026-09-30\|65.93\|-1.86\|67.53\|67.89\|65.90\|331772;2026-10-08\|64.56\|-2.08\|66.00\|66.77\|64.00\|331577;2026-10-09\|64.69\|0.20\|64.03\|64.89\|61.92\|468264;2026-10-12\|62.05\|-4.08\|64.01\|64.17\|62.02\|330674;2026-10-13\|61.65\|-0.64\|60.55\|62.56\|60.00\|323909;2026-10-14\|59.25\|-3.89\|60.02\|61.86\|58.07\|619835;2026-10-15\|57.06\|-3.70\|57.02\|58.36\|56.40\|463606;2026-10-16\|56.53\|-0.93\|58.00\|58.36\|56.01\|375965;2026-10-19\|57.02\|0.87\|56.43\|57.49\|56.20\|339553;2026-10-20\|57.60\|1.02\|56.45\|58.00\|55.50\|372660;2026-10-21\|58.40\|1.39\|58.19\|59.32\|58.04\|423126;2026-10-22\|56.60\|-3.08\|58.11\|58.68\|56.23\|356872;2026-10-23\|58.50\|3.36\|55.86\|58.70\|55.00\|550796;2026-10-26\|57.16\|-2.29\|57.96\|58.12\|56.86\|339173;2026-10-27\|54.84\|-4.06\|57.80\|58.19\|54.77\|371465;2026-10-28\|56.03\|2.17\|55.84\|56.26\|54.90\|370471;2026-10-29\|56.18\|0.27\|57.43\|58.53\|56.18\|588026;2026-10-30\|54.18\|-3.56\|55.00\|56.82\|54.07\|457838;2026-11-02\|54.26\|0.15\|54.58\|55.02\|52.28\|476213;2026-11-03\|51.95\|-4.26\|53.31\|54.09\|51.60\|454609;2026-11-04\|55.75\|7.31\|52.20\|55.77\|51.59\|624255;2026-11-05\|56.41\|1.18\|54.20\|57.71\|54.16\|569596;2026-11-06\|55.12\|-2.29\|53.81\|56.33\|53.73\|371229;2026-11-09\|55.54\|0.76\|55.79\|56.39\|55.21\|292526;2026-11-10\|55.55\|0.02\|56.58\|56.79\|55.37\|336454;2026-11-11\|56.56\|1.82\|55.10\|56.88\|54.95\|399738;2026-11-12\|55.98\|-1.03\|56.56\|58.88\|55.90\|597964
119861	全球首款AI智能体手机将亮相		全球新兴市场手机头部企业，非洲智能机市占率超40%，非洲排名第一	2026-07-03\|60.26\|6.37\|56.05\|61.68\|56.05\|236882;2026-07-06\|60.60\|0.56\|60.50\|61.12\|59.35\|164892;2026-07-07\|63.78\|5.25\|60.15\|66.32\|59.90\|333706;2026-07-08\|62.25\|-2.40\|63.93\|64.98\|61.80\|162349;2026-07-09\|66.37\|6.62\|62.09\|67.25\|61.98\|288157;2026-07-10\|68.50\|3.21\|66.40\|71.58\|64.66\|356085;2026-07-13\|64.43\|-5.94\|66.70\|67.50\|63.93\|207811;2026-07-14\|62.40\|-3.15\|64.43\|65.12\|61.38\|173887;2026-07-15\|61.40\|-1.60\|62.38\|63.40\|61.01\|182872;2026-07-16\|65.43\|6.56\|62.00\|68.51\|61.41\|334915;2026-07-17\|62.28\|-4.81\|66.00\|67.99\|61.66\|286372;2026-07-20\|61.05\|-1.98\|64.78\|64.96\|58.61\|331512;2026-07-21\|59.96\|-1.79\|61.90\|62.00\|58.30\|247248;2026-07-22\|60.05\|0.15\|59.21\|62.66\|58.90\|240804;2026-07-23\|61.78\|2.88\|60.50\|63.27\|59.69\|198661;2026-07-24\|59.96\|-2.95\|61.50\|62.33\|59.80\|107524;2026-07-27\|63.28\|5.54\|59.56\|63.50\|58.77\|220694;2026-07-28\|65.60\|3.67\|63.90\|66.77\|63.11\|215778;2026-07-29\|65.69\|0.14\|65.00\|67.67\|64.95\|196610;2026-07-30\|65.75\|0.09\|65.48\|66.78\|64.18\|189486;2026-07-31\|64.47\|-1.95\|65.39\|65.80\|62.88\|176631;2026-08-03\|63.00\|-2.28\|64.28\|65.77\|62.90\|148935;2026-08-04\|57.83\|-8.21\|63.00\|63.27\|56.99\|380915;2026-08-05\|56.90\|-1.61\|57.21\|58.05\|56.80\|217059;2026-08-06\|57.40\|0.88\|56.83\|58.23\|56.60\|197890;2026-08-07\|57.03\|-0.64\|57.70\|58.28\|56.40\|175935;2026-08-10\|58.11\|1.89\|56.98\|58.22\|56.23\|160831;2026-08-11\|57.27\|-1.45\|58.11\|58.19\|56.82\|125321;2026-08-12\|56.29\|-1.71\|57.01\|57.20\|55.36\|231706;2026-08-13\|54.57\|-3.06\|56.00\|56.56\|54.52\|185929;2026-08-14\|55.02\|0.82\|54.57\|55.09\|54.20\|90242;2026-08-17\|55.40\|0.69\|55.09\|55.53\|53.90\|137670;2026-08-18\|56.27\|1.57\|56.13\|56.49\|55.58\|173180;2026-08-19\|57.25\|1.74\|56.01\|57.27\|55.27\|243960;2026-08-20\|58.89\|2.86\|56.77\|59.00\|56.49\|221056;2026-08-21\|57.81\|-1.83\|58.20\|58.58\|57.33\|128400;2026-08-24\|56.71\|-1.90\|57.48\|58.05\|56.50\|94905;2026-08-25\|59.10\|4.21\|56.88\|59.50\|56.60\|132353;2026-08-26\|57.82\|-2.17\|58.47\|59.45\|57.81\|110774;2026-08-27\|57.73\|-0.16\|57.74\|57.89\|56.80\|97018;2026-08-28\|57.44\|-0.50\|57.71\|57.74\|56.71\|81756;2026-08-31\|57.15\|0.90\|56.80\|57.67\|56.10\|109479;2026-09-01\|58.19\|1.82\|56.81\|59.12\|56.81\|149119;2026-09-02\|56.21\|-3.40\|57.78\|58.87\|56.08\|122104;2026-09-03\|56.46\|0.44\|56.11\|57.42\|56.08\|84578;2026-09-04\|56.78\|0.57\|56.58\|57.80\|56.51\|74084;2026-09-07\|54.80\|-3.49\|56.52\|56.98\|54.68\|121419;2026-09-08\|54.27\|-0.97\|54.77\|54.77\|54.07\|60429;2026-09-09\|52.90\|-2.52\|54.10\|54.39\|52.71\|101860;2026-09-10\|52.33\|-1.08\|52.50\|53.09\|52.28\|56436;2026-09-11\|52.73\|0.76\|52.05\|52.86\|51.11\|94524;2026-09-14\|51.86\|-1.65\|51.95\|52.80\|51.68\|61794;2026-09-15\|51.97\|0.21\|51.49\|52.05\|51.20\|61916;2026-09-16\|52.41\|0.85\|51.64\|52.45\|51.06\|70614;2026-09-17\|52.31\|-0.19\|52.15\|52.91\|51.81\|64721;2026-09-18\|52.77\|0.88\|52.80\|53.28\|52.39\|66684;2026-09-21\|54.45\|3.18\|53.00\|55.10\|52.70\|116005;2026-09-22\|56.80\|4.32\|54.20\|57.17\|54.20\|170377;2026-09-23\|55.65\|-2.02\|56.60\|56.70\|54.90\|82549;2026-09-24\|54.92\|-1.31\|55.50\|55.98\|54.60\|59494;2026-09-28\|53.72\|-2.19\|54.90\|55.20\|53.54\|89878;2026-09-29\|53.49\|-0.43\|53.96\|54.28\|53.48\|55185;2026-09-30\|53.80\|0.58\|53.15\|54.65\|52.90\|60388;2026-10-08\|46.10\|-14.31\|53.30\|53.30\|45.26\|275608;2026-10-09\|48.95\|6.18\|46.00\|49.49\|45.51\|190225;2026-10-12\|49.36\|0.84\|48.69\|50.25\|48.64\|125921;2026-10-13\|48.94\|-0.85\|48.87\|49.27\|47.97\|114045;2026-10-14\|48.29\|-1.33\|48.64\|49.07\|47.93\|66262;2026-10-15\|48.20\|-0.19\|47.30\|48.77\|46.90\|105225;2026-10-16\|48.12\|-0.17\|48.80\|49.29\|47.37\|78361;2026-10-19\|50.85\|5.67\|48.18\|52.73\|47.60\|138969;2026-10-20\|56.20\|10.52\|51.00\|56.59\|50.50\|243747;2026-10-21\|55.52\|-1.21\|55.85\|56.19\|55.04\|176061;2026-10-22\|55.14\|-0.68\|55.96\|55.97\|53.76\|154229;2026-10-23\|59.11\|7.20\|55.11\|59.45\|55.01\|220361;2026-10-26\|56.59\|-4.26\|58.59\|60.48\|56.21\|180197;2026-10-27\|54.99\|-2.83\|56.65\|57.60\|54.85\|136042;2026-10-28\|54.41\|-1.05\|55.00\|56.80\|54.01\|135606;2026-10-29\|56.00\|2.92\|54.00\|56.75\|53.36\|142158;2026-10-30\|55.16\|-1.50\|55.10\|56.99\|54.70\|118850;2026-11-02\|57.50\|4.24\|54.05\|58.18\|53.00\|228855;2026-11-03\|59.79\|3.98\|56.93\|60.46\|56.40\|207737;2026-11-04\|58.76\|-1.72\|59.16\|59.52\|57.35\|150551;2026-11-05\|64.35\|9.51\|59.76\|65.59\|59.70\|256027;2026-11-06\|65.00\|1.01\|63.07\|67.29\|63.00\|218024;2026-11-09\|62.94\|-3.17\|64.80\|65.72\|62.00\|186987;2026-11-10\|64.80\|2.96\|62.38\|65.93\|61.36\|172891;2026-11-11\|62.63\|-3.35\|64.41\|64.80\|62.20\|129129;2026-11-12\|62.26\|-0.59\|62.16\|64.17\|61.38\|139230
119860	全球首款AI智能体手机将亮相	努比亚AI手机+石墨烯散热+液冷服务器+反光材料龙头 1、据2026年7月9日财闻报道，来自中兴努比亚的全球首款AI智能体手机，或将在2026世界人工智能大会（WAIC）正式亮相。 2、据2026年4月10日投资者关系活动记录表，公司石墨烯产品已被应用至努比亚多款红魔系列游戏手机、折叠屏手机、平板等应用领域，并同步开发石墨烯导热垫片等产品，加快推进在服务器、新能源汽车电控系统等高算力、高热流密度应用领域的产品落地。 3、据2025年8月19日半年报，公司携手终端热设计团队为液冷服务器等领域提供散热解决方案，样品已通过终端客户测试，量产方案已在规划中。 4、据2026年3月31日年报及2026年6月10日互动易，公司主营反光材料、微纳光学显示材料与电子功能材料，是国内反光材料龙头，产品应用于人车路安防、光学显示及消费电子领域。	全资子公司浙江道明超导科技有限公司专注于石墨烯散热膜的研发和生产，石墨烯散热膜极佳的柔韧性使其被应用于折叠手机弯折处，公司石墨烯散热膜已应用于OPPO Find N3 Flip折叠屏手机	2026-07-03\|8.93\|2.29\|8.75\|9.11\|8.75\|135717;2026-07-06\|8.69\|-2.69\|8.90\|9.04\|8.68\|116303;2026-07-07\|8.51\|-2.07\|8.66\|8.77\|8.48\|93311;2026-07-08\|8.32\|-2.23\|8.55\|8.62\|8.25\|94454;2026-07-09\|9.15\|9.98\|9.15\|9.15\|9.15\|159897;2026-07-10\|8.90\|-2.73\|9.04\|9.20\|8.66\|362325;2026-07-13\|8.52\|-4.27\|8.75\|9.20\|8.48\|277460;2026-07-14\|8.61\|1.06\|8.79\|9.03\|8.30\|222766;2026-07-15\|8.75\|1.63\|8.51\|8.98\|8.31\|245509;2026-07-16\|9.63\|10.06\|9.63\|9.63\|9.63\|151303;2026-07-17\|10.59\|9.97\|10.19\|10.59\|10.10\|725661;2026-07-20\|9.53\|-10.01\|9.53\|9.78\|9.53\|127836;2026-07-21\|8.58\|-9.97\|8.58\|8.58\|8.58\|114227;2026-07-22\|7.96\|-7.23\|8.10\|8.35\|7.90\|667657;2026-07-23\|7.88\|-1.00\|7.80\|7.91\|7.61\|336649;2026-07-24\|7.61\|-3.43\|7.70\|7.91\|7.61\|208573;2026-07-27\|7.83\|2.89\|7.50\|7.85\|7.46\|194020;2026-07-28\|7.77\|-0.77\|7.68\|7.87\|7.68\|139638;2026-07-29\|7.94\|2.19\|7.76\|7.99\|7.68\|185154;2026-07-30\|7.80\|-1.76\|7.89\|8.04\|7.78\|179324;2026-07-31\|7.94\|1.79\|7.90\|8.02\|7.90\|175208;2026-08-03\|8.06\|1.51\|7.91\|8.06\|7.90\|160440;2026-08-04\|8.19\|1.61\|8.16\|8.24\|8.02\|141960;2026-08-05\|8.28\|1.10\|8.18\|8.32\|8.11\|169996;2026-08-06\|8.32\|0.48\|8.25\|8.33\|8.15\|147189;2026-08-07\|8.35\|0.36\|8.28\|8.38\|8.14\|124607;2026-08-10\|8.44\|1.08\|8.34\|8.45\|8.20\|115974;2026-08-11\|8.36\|-0.95\|8.39\|8.46\|8.30\|92286;2026-08-12\|8.43\|0.84\|8.35\|8.43\|8.32\|82783;2026-08-13\|8.27\|-1.90\|8.45\|8.50\|8.27\|93134;2026-08-14\|8.53\|3.14\|8.35\|8.54\|8.29\|213551;2026-08-17\|8.54\|0.12\|8.40\|8.54\|8.36\|142840;2026-08-18\|8.45\|-1.05\|8.58\|8.58\|8.38\|107045;2026-08-19\|8.11\|-4.02\|8.36\|8.36\|8.08\|130916;2026-08-20\|8.69\|7.15\|8.27\|8.70\|8.12\|239728;2026-08-21\|8.43\|-2.99\|8.42\|8.45\|8.14\|195927;2026-08-24\|8.29\|-1.66\|8.40\|8.56\|8.21\|118870;2026-08-25\|8.49\|2.41\|8.29\|8.53\|8.20\|123897;2026-08-26\|8.50\|0.12\|8.55\|8.57\|8.39\|94167;2026-08-27\|8.53\|0.35\|8.45\|8.58\|8.42\|82005;2026-08-28\|8.47\|-0.70\|8.53\|8.59\|8.46\|70652;2026-08-31\|8.49\|0.24\|8.35\|8.51\|8.35\|73314;2026-09-01\|8.98\|5.77\|8.46\|9.34\|8.42\|355237;2026-09-02\|9.88\|10.02\|9.40\|9.88\|9.30\|366088;2026-09-03\|9.22\|-6.68\|9.45\|9.65\|9.14\|643413;2026-09-04\|9.53\|3.36\|9.32\|9.74\|9.21\|583294;2026-09-07\|9.41\|-1.26\|9.46\|9.70\|9.16\|428460;2026-09-08\|9.24\|-1.81\|9.41\|9.52\|9.18\|326768;2026-09-09\|9.22\|-0.22\|9.16\|9.24\|8.93\|297280;2026-09-10\|9.40\|1.95\|9.11\|9.55\|8.85\|449148;2026-09-11\|9.59\|2.02\|9.22\|9.77\|8.96\|428800;2026-09-14\|9.56\|-0.31\|9.42\|9.87\|9.37\|338798;2026-09-15\|9.24\|-3.35\|9.58\|9.74\|9.19\|348389;2026-09-16\|9.18\|-0.65\|9.12\|9.29\|9.00\|257018;2026-09-17\|9.07\|-1.20\|8.99\|9.39\|8.80\|278846;2026-09-18\|9.54\|5.18\|9.11\|9.75\|9.10\|386306;2026-09-21\|10.03\|5.14\|9.60\|10.13\|9.41\|395413;2026-09-22\|9.81\|-2.19\|9.96\|10.03\|9.71\|270509;2026-09-23\|9.73\|-0.82\|9.81\|9.85\|9.63\|188667;2026-09-24\|9.59\|-1.44\|9.73\|9.83\|9.58\|129967;2026-09-28\|9.12\|-4.90\|9.55\|9.62\|9.08\|132775;2026-09-29\|9.02\|-1.10\|9.10\|9.29\|9.01\|132701;2026-09-30\|8.94\|-0.89\|9.12\|9.20\|8.93\|122935;2026-10-08\|8.67\|-3.02\|9.09\|9.09\|8.64\|149918;2026-10-09\|8.69\|0.23\|8.62\|8.72\|8.30\|132250;2026-10-12\|8.56\|-1.50\|8.66\|8.66\|8.49\|66142;2026-10-13\|8.65\|1.05\|8.39\|8.71\|8.31\|88813;2026-10-14\|8.40\|-2.89\|8.61\|8.64\|8.38\|79037;2026-10-15\|8.17\|-2.74\|8.20\|8.32\|8.12\|77618;2026-10-16\|8.10\|-0.86\|8.33\|8.35\|8.03\|79187;2026-10-19\|8.12\|0.25\|8.05\|8.15\|7.89\|64481;2026-10-20\|8.24\|1.48\|8.05\|8.29\|8.05\|56816;2026-10-21\|8.19\|-0.61\|8.25\|8.32\|8.17\|51933;2026-10-22\|8.03\|-1.95\|8.20\|8.26\|8.03\|58102;2026-10-23\|8.20\|2.12\|7.91\|8.24\|7.64\|121430;2026-10-26\|8.11\|-1.10\|8.17\|8.22\|8.06\|50438;2026-10-27\|7.94\|-2.10\|8.17\|8.23\|7.94\|59021;2026-10-28\|8.00\|0.76\|8.00\|8.13\|7.95\|59758;2026-10-29\|7.72\|-3.50\|8.03\|8.03\|7.70\|77164;2026-10-30\|7.47\|-3.24\|7.57\|7.78\|7.46\|92250;2026-11-02\|7.64\|2.28\|7.49\|7.66\|7.34\|73661;2026-11-03\|7.62\|-0.26\|7.64\|7.77\|7.54\|53428;2026-11-04\|7.70\|1.05\|7.60\|7.74\|7.49\|94776;2026-11-05\|7.89\|2.47\|7.70\|7.94\|7.63\|103469;2026-11-06\|7.90\|0.13\|7.60\|8.28\|7.60\|147781;2026-11-09\|7.92\|0.25\|7.94\|8.13\|7.85\|156788;2026-11-10\|8.22\|3.79\|7.97\|8.28\|7.90\|217079;2026-11-11\|8.25\|0.36\|8.15\|8.37\|8.01\|228386;2026-11-12\|7.97\|-3.39\|8.22\|8.26\|7.97\|149914
119859	MPO、FAU、CPO等行业新技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914;2026-09-16\|35.19\|1.91\|34.50\|35.66\|34.28\|2554451;2026-09-17\|36.39\|3.41\|34.90\|36.47\|34.90\|3098079;2026-09-18\|35.98\|-1.13\|36.90\|36.90\|35.32\|2925119;2026-09-21\|36.95\|2.70\|36.10\|37.25\|36.10\|2367453;2026-09-22\|36.88\|-0.19\|37.54\|38.48\|36.50\|2858417;2026-09-23\|35.78\|-2.98\|36.60\|36.78\|35.54\|1703814;2026-09-24\|34.80\|-2.74\|35.70\|36.07\|34.79\|1202576;2026-09-28\|31.32\|-10.00\|34.50\|34.55\|31.32\|2353132;2026-09-29\|31.33\|0.03\|30.76\|31.52\|30.69\|1124262;2026-09-30\|31.13\|-0.64\|31.70\|31.85\|31.00\|850138;2026-10-08\|30.49\|-2.06\|31.21\|31.78\|30.31\|965425;2026-10-09\|30.09\|-1.31\|30.00\|30.34\|28.48\|1490512;2026-10-12\|28.56\|-5.08\|30.10\|30.10\|28.51\|1029294;2026-10-13\|28.72\|0.56\|27.50\|29.18\|27.45\|1080264;2026-10-14\|27.67\|-3.66\|28.40\|29.05\|27.66\|806437;2026-10-15\|26.41\|-4.55\|26.50\|27.05\|26.16\|1127804;2026-10-16\|26.62\|0.80\|27.00\|27.27\|26.33\|1050673;2026-10-19\|28.06\|5.41\|26.66\|28.35\|26.51\|1650508;2026-10-20\|28.24\|0.64\|27.60\|28.69\|27.50\|1427488;2026-10-21\|28.30\|0.21\|28.38\|29.00\|28.21\|1037304;2026-10-22\|27.61\|-2.44\|28.30\|28.43\|27.34\|986178;2026-10-23\|27.93\|1.16\|27.18\|28.10\|26.01\|1331629;2026-10-26\|26.66\|-4.55\|27.49\|27.57\|26.56\|891075;2026-10-27\|25.85\|-3.04\|27.08\|27.23\|25.85\|755954;2026-10-28\|26.65\|3.09\|26.17\|26.83\|25.93\|1018432;2026-10-29\|25.17\|-5.55\|26.39\|26.50\|25.15\|1009555;2026-10-30\|23.17\|-7.95\|24.08\|24.64\|23.16\|1699780;2026-11-02\|23.72\|2.37\|23.75\|24.23\|23.09\|1242145;2026-11-03\|22.48\|-5.23\|23.50\|23.70\|22.36\|1257145;2026-11-04\|24.05\|6.98\|22.70\|24.20\|21.99\|1888565;2026-11-05\|24.22\|0.71\|23.49\|24.97\|23.40\|1618330;2026-11-06\|23.15\|-4.42\|22.80\|23.63\|22.70\|1166213;2026-11-09\|23.56\|1.77\|23.51\|24.23\|23.41\|1183428;2026-11-10\|23.70\|0.59\|24.44\|24.47\|23.61\|998831;2026-11-11\|24.65\|4.01\|23.50\|24.77\|23.40\|1628033;2026-11-12\|24.09\|-2.27\|24.60\|25.29\|24.02\|1785696
119858	MPO、FAU、CPO等行业新技术受关注	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	消息称鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台	2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|63.08\|-4.81\|65.30\|66.16\|62.50\|1264134;2026-07-14\|65.60\|3.99\|62.90\|65.75\|62.08\|1422285;2026-07-15\|63.62\|-3.02\|65.88\|65.99\|63.50\|917560;2026-07-16\|63.02\|-0.94\|62.35\|64.94\|61.46\|982867;2026-07-17\|57.59\|-8.62\|62.02\|62.44\|56.82\|1549042;2026-07-20\|56.50\|-1.89\|58.88\|59.69\|55.04\|1477885;2026-07-21\|60.98\|7.93\|57.50\|61.90\|55.31\|1856786;2026-07-22\|60.71\|-0.44\|60.26\|62.98\|59.88\|1586872;2026-07-23\|62.88\|3.57\|61.99\|64.15\|60.99\|1599235;2026-07-24\|60.25\|-4.18\|61.05\|61.42\|60.17\|1110640;2026-07-27\|61.55\|2.16\|59.88\|61.55\|59.50\|815802;2026-07-28\|58.08\|-5.64\|58.88\|60.79\|57.80\|1245020;2026-07-29\|57.75\|-0.57\|58.08\|58.90\|55.70\|1156169;2026-07-30\|53.80\|-6.84\|57.00\|57.38\|53.22\|1525984;2026-07-31\|56.70\|5.39\|57.14\|57.57\|56.30\|1481833;2026-08-03\|55.90\|-0.27\|55.53\|56.80\|54.64\|948043;2026-08-04\|59.93\|7.21\|56.81\|60.00\|56.81\|1679347;2026-08-05\|65.92\|9.99\|59.00\|65.92\|58.90\|2882234;2026-08-06\|68.27\|3.56\|65.55\|69.80\|64.87\|2466615;2026-08-07\|68.18\|-0.13\|68.27\|69.65\|67.48\|1610439;2026-08-10\|69.18\|1.47\|69.00\|70.97\|67.65\|1644179;2026-08-11\|66.01\|-4.58\|67.93\|68.19\|65.52\|1358341;2026-08-12\|65.60\|-0.62\|66.46\|66.77\|64.51\|1301531;2026-08-13\|65.23\|-0.56\|67.99\|68.08\|65.20\|1468897;2026-08-14\|66.19\|1.47\|65.60\|66.48\|64.80\|1071503;2026-08-17\|68.23\|3.08\|67.00\|68.50\|66.43\|1615543;2026-08-18\|66.20\|-2.98\|67.70\|67.70\|65.65\|1315817;2026-08-19\|61.83\|-6.60\|64.10\|64.38\|61.30\|1389270;2026-08-20\|62.13\|0.49\|62.50\|62.95\|61.50\|781185;2026-08-21\|62.84\|1.14\|61.65\|63.38\|61.38\|794348;2026-08-24\|60.40\|-3.88\|62.70\|62.70\|59.22\|980155;2026-08-25\|60.15\|-0.41\|58.75\|60.85\|58.75\|755994;2026-08-26\|60.57\|0.70\|60.20\|60.80\|59.38\|733405;2026-08-27\|63.86\|5.43\|62.00\|64.50\|62.00\|1490388;2026-08-28\|64.04\|0.28\|64.04\|66.69\|63.80\|1579645;2026-08-31\|64.84\|1.25\|63.15\|65.00\|62.50\|1089904;2026-09-01\|62.94\|-2.93\|64.35\|64.50\|62.80\|749913;2026-09-02\|61.80\|-1.81\|61.72\|62.40\|61.40\|619732;2026-09-03\|63.20\|2.27\|63.00\|63.99\|62.30\|919220;2026-09-04\|63.69\|0.78\|63.84\|65.30\|63.30\|1295498;2026-09-07\|66.57\|4.52\|64.60\|66.88\|64.60\|1743476;2026-09-08\|64.75\|-2.73\|66.30\|66.70\|64.55\|1076036;2026-09-09\|65.24\|0.76\|64.90\|66.08\|64.47\|761506;2026-09-10\|63.91\|-2.04\|64.50\|64.66\|63.79\|567595;2026-09-11\|64.07\|0.25\|62.66\|64.49\|62.50\|758983;2026-09-14\|61.57\|-3.90\|62.99\|63.01\|61.37\|795440;2026-09-15\|60.80\|-1.25\|61.25\|62.49\|60.58\|614209;2026-09-16\|62.33\|2.52\|60.79\|62.98\|60.40\|696685;2026-09-17\|61.27\|-1.70\|61.90\|62.78\|61.10\|582565;2026-09-18\|62.71\|2.35\|62.98\|63.95\|62.00\|1112075;2026-09-21\|63.60\|1.42\|63.99\|64.70\|62.52\|952582;2026-09-22\|63.30\|-0.47\|64.50\|64.94\|63.11\|752443;2026-09-23\|62.98\|-0.51\|63.49\|63.78\|62.85\|424122;2026-09-24\|61.00\|-3.14\|62.30\|62.57\|60.80\|671950;2026-09-28\|58.92\|-3.41\|61.00\|61.00\|58.28\|643815;2026-09-29\|58.42\|-0.85\|58.42\|59.15\|57.86\|510104;2026-09-30\|58.20\|-0.38\|58.81\|59.48\|57.90\|518106;2026-10-08\|55.69\|-4.31\|58.66\|59.15\|55.08\|792486;2026-10-09\|56.07\|0.68\|55.00\|56.32\|53.40\|791141;2026-10-12\|52.05\|-7.17\|54.00\|54.79\|52.00\|1090428;2026-10-13\|52.29\|0.46\|50.46\|53.30\|49.66\|1031070;2026-10-14\|48.80\|-6.67\|52.00\|52.10\|48.49\|1103774;2026-10-15\|46.90\|-3.89\|46.71\|47.84\|46.10\|963977;2026-10-16\|47.78\|1.88\|47.80\|48.91\|46.81\|986987;2026-10-19\|47.71\|-0.15\|47.10\|48.25\|46.65\|696363;2026-10-20\|48.77\|2.22\|47.24\|49.29\|47.00\|895285;2026-10-21\|49.70\|1.91\|49.50\|50.48\|49.17\|810025;2026-10-22\|47.91\|-3.60\|49.62\|49.69\|47.41\|816749;2026-10-23\|48.85\|1.96\|47.00\|49.10\|45.55\|1058205;2026-10-26\|46.73\|-4.34\|48.00\|48.21\|46.50\|759452;2026-10-27\|45.92\|-1.73\|47.40\|47.75\|45.91\|558476;2026-10-28\|48.64\|5.92\|46.82\|48.70\|46.31\|1153132;2026-10-29\|45.22\|-7.03\|47.70\|47.71\|45.13\|1178795;2026-10-30\|45.00\|-0.49\|43.00\|46.50\|42.99\|1026974;2026-11-02\|44.39\|-1.36\|45.17\|45.50\|42.78\|1171232;2026-11-03\|41.95\|-5.50\|43.45\|44.16\|41.83\|1169836;2026-11-04\|45.25\|7.87\|42.20\|45.73\|41.51\|1564523;2026-11-05\|44.29\|-2.12\|43.48\|45.71\|43.01\|1450986;2026-11-06\|40.71\|-8.08\|40.86\|41.68\|40.52\|1471561;2026-11-09\|42.57\|4.57\|41.04\|43.68\|40.95\|1680471;2026-11-10\|43.18\|1.43\|44.14\|44.55\|43.00\|1131037;2026-11-11\|45.56\|5.51\|42.84\|45.81\|42.57\|1573228;2026-11-12\|43.35\|-4.85\|44.78\|46.08\|43.16\|1655856
119857	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813;2026-09-14\|873.00\|-5.72\|890.00\|895.00\|866.66\|271830;2026-09-15\|864.01\|-1.03\|873.38\|883.73\|858.00\|179554;2026-09-16\|907.80\|5.07\|869.02\|918.38\|866.00\|240218;2026-09-17\|896.00\|-1.30\|900.30\|927.83\|892.51\|227875;2026-09-18\|926.43\|3.40\|910.00\|947.60\|893.08\|295055;2026-09-21\|941.00\|1.57\|939.50\|958.86\|931.66\|209622;2026-09-22\|927.72\|-1.41\|968.00\|974.99\|921.00\|234785;2026-09-23\|922.50\|-0.56\|936.01\|939.00\|918.33\|147633;2026-09-24\|895.86\|-2.89\|918.51\|936.58\|895.86\|184866;2026-09-28\|815.00\|-9.03\|884.00\|888.00\|808.00\|301939;2026-09-29\|813.01\|-0.24\|814.00\|823.00\|808.80\|160712;2026-09-30\|808.44\|-0.56\|821.99\|831.59\|808.00\|157263;2026-10-08\|783.00\|-3.15\|810.00\|834.54\|772.18\|266821;2026-10-09\|775.29\|-0.98\|775.64\|780.00\|730.00\|279337;2026-10-12\|724.47\|-6.41\|762.41\|770.90\|723.00\|210483;2026-10-13\|735.00\|1.45\|700.31\|746.00\|690.16\|309255;2026-10-14\|692.90\|-5.73\|730.00\|733.35\|689.50\|219968;2026-10-15\|656.94\|-5.19\|661.19\|676.00\|645.01\|330142;2026-10-16\|670.00\|1.99\|676.00\|679.90\|660.01\|244228;2026-10-19\|660.70\|-1.39\|666.00\|675.99\|644.23\|194911;2026-10-20\|647.90\|-1.94\|650.70\|673.10\|637.00\|221138;2026-10-21\|646.77\|-0.17\|658.29\|675.01\|642.33\|252481;2026-10-22\|590.11\|-8.76\|647.01\|649.48\|590.11\|402999;2026-10-23\|612.63\|3.82\|572.01\|617.69\|553.48\|478818;2026-10-26\|594.50\|-2.96\|597.01\|601.80\|572.01\|288811;2026-10-27\|577.00\|-2.94\|611.00\|617.19\|576.50\|233571;2026-10-28\|636.30\|10.28\|599.00\|636.68\|588.55\|384333;2026-10-29\|582.05\|-8.53\|616.00\|619.70\|582.00\|325331;2026-10-30\|553.00\|-4.99\|545.70\|585.00\|537.00\|366960;2026-11-02\|550.00\|-0.54\|564.06\|576.88\|542.51\|339245;2026-11-03\|480.20\|-12.69\|539.00\|539.00\|480.00\|583198;2026-11-04\|533.38\|11.07\|489.89\|544.00\|469.50\|611871;2026-11-05\|493.33\|-7.51\|497.00\|516.17\|475.10\|624553;2026-11-06\|448.00\|-9.19\|433.50\|463.33\|427.34\|541101;2026-11-09\|452.03\|0.90\|451.00\|475.71\|430.10\|476024;2026-11-10\|471.00\|4.20\|480.00\|488.00\|469.58\|388645;2026-11-11\|542.00\|15.07\|480.42\|547.79\|480.42\|607350;2026-11-12\|508.90\|-6.11\|532.74\|567.89\|506.39\|626967
119856	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|414.80\|-0.38\|435.00\|435.65\|411.57\|285202;2026-09-10\|410.90\|-0.94\|407.01\|419.46\|404.18\|218893;2026-09-11\|423.00\|2.94\|408.80\|426.30\|408.10\|422914;2026-09-14\|401.90\|-4.99\|410.30\|411.91\|398.00\|322093;2026-09-15\|397.01\|-1.22\|402.00\|406.99\|393.51\|243219;2026-09-16\|423.69\|6.72\|399.10\|431.30\|399.00\|381529;2026-09-17\|424.34\|0.15\|421.00\|438.00\|420.14\|351803;2026-09-18\|445.00\|4.87\|435.01\|453.78\|426.51\|420921;2026-09-21\|456.73\|2.64\|455.04\|469.67\|453.33\|352086;2026-09-22\|455.00\|-0.38\|465.99\|475.00\|452.00\|346346;2026-09-23\|451.20\|-0.84\|460.13\|462.00\|449.02\|227235;2026-09-24\|435.00\|-3.59\|451.26\|452.89\|435.00\|250150;2026-09-28\|399.70\|-8.11\|432.39\|434.00\|397.50\|387037;2026-09-29\|392.91\|-1.70\|400.37\|401.98\|391.33\|254415;2026-09-30\|389.00\|-1.00\|397.98\|403.99\|387.01\|243948;2026-10-08\|378.50\|-2.70\|389.21\|407.33\|372.75\|370942;2026-10-09\|370.20\|-2.19\|373.01\|375.00\|350.10\|402180;2026-10-12\|347.60\|-6.10\|363.02\|373.98\|347.57\|349553;2026-10-13\|351.30\|1.06\|335.00\|359.00\|329.12\|425767;2026-10-14\|330.80\|-5.84\|345.60\|348.50\|330.00\|295683;2026-10-15\|306.01\|-7.49\|314.98\|319.98\|299.23\|555864;2026-10-16\|306.91\|0.29\|314.54\|316.00\|303.41\|338779;2026-10-19\|308.00\|0.36\|307.14\|312.16\|297.49\|328679;2026-10-20\|298.17\|-3.19\|302.75\|311.88\|294.66\|372148;2026-10-21\|294.12\|-1.36\|308.04\|309.80\|289.44\|429338;2026-10-22\|258.01\|-12.28\|293.89\|295.00\|258.00\|734285;2026-10-23\|261.00\|1.16\|246.13\|263.54\|236.10\|858978;2026-10-26\|251.69\|-3.57\|254.23\|256.66\|238.64\|593686;2026-10-27\|237.59\|-5.60\|257.00\|260.21\|237.22\|459060;2026-10-28\|256.79\|8.08\|247.75\|257.50\|243.26\|603517;2026-10-29\|228.40\|-11.06\|249.00\|249.98\|228.07\|588043;2026-10-30\|196.00\|-14.19\|200.00\|214.40\|194.00\|1060301;2026-11-02\|191.48\|-2.31\|203.00\|203.80\|189.58\|832914;2026-11-03\|173.36\|-9.46\|185.00\|190.19\|171.60\|968171;2026-11-04\|196.50\|13.35\|176.00\|199.98\|172.00\|1142215;2026-11-05\|185.61\|-5.54\|184.00\|192.40\|177.64\|1178576;2026-11-06\|172.10\|-7.28\|166.00\|178.00\|161.16\|904489;2026-11-09\|176.00\|2.27\|175.00\|184.12\|169.01\|774220;2026-11-10\|183.80\|4.43\|188.01\|191.51\|183.04\|871256;2026-11-11\|215.00\|16.98\|187.30\|216.35\|187.30\|1249297;2026-11-12\|205.58\|-4.38\|212.50\|225.00\|204.90\|1192441
119855	MPO、FAU、CPO等行业新技术受关注	800G光模块+AI算力+武汉国资行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	据央视财经报道，今年以来，公司旗下核心子公司华工正源800G以上光模块出口同比增长超过100倍	2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614;2026-07-13\|154.24\|-2.42\|155.01\|162.47\|152.18\|562193;2026-07-14\|159.84\|3.63\|152.26\|160.00\|142.50\|729549;2026-07-15\|145.21\|-9.15\|154.36\|154.36\|145.00\|611257;2026-07-16\|130.69\|-10.00\|135.02\|140.00\|130.69\|631248;2026-07-17\|117.62\|-10.00\|128.80\|130.00\|117.62\|639085;2026-07-20\|105.86\|-10.00\|118.00\|119.40\|105.86\|665761;2026-07-21\|113.15\|6.89\|104.90\|114.15\|95.27\|1019681;2026-07-22\|113.51\|0.32\|113.16\|119.51\|112.49\|823559;2026-07-23\|111.91\|-1.41\|113.90\|117.00\|111.19\|471647;2026-07-24\|108.19\|-3.32\|108.03\|112.00\|107.36\|375655;2026-07-27\|111.76\|3.30\|107.52\|111.85\|105.86\|389411;2026-07-28\|100.58\|-10.00\|107.63\|109.52\|100.58\|515133;2026-07-29\|100.26\|-0.32\|100.61\|101.62\|93.90\|643352;2026-07-30\|91.10\|-9.14\|98.01\|99.80\|90.23\|735040;2026-07-31\|95.37\|4.69\|98.48\|99.92\|95.37\|590788;2026-08-03\|93.17\|-2.31\|95.00\|95.83\|92.16\|368786;2026-08-04\|100.65\|8.03\|95.71\|101.80\|95.20\|580696;2026-08-05\|100.43\|-0.22\|93.17\|102.41\|93.17\|1058034;2026-08-06\|103.01\|2.57\|97.32\|106.27\|97.03\|804350;2026-08-07\|106.60\|3.49\|105.00\|108.56\|102.85\|883547;2026-08-10\|103.68\|-2.74\|107.50\|107.82\|101.19\|616771;2026-08-11\|103.80\|0.12\|103.41\|105.83\|101.21\|437708;2026-08-12\|106.32\|2.43\|103.21\|108.28\|102.77\|496091;2026-08-13\|107.04\|0.68\|108.67\|111.68\|106.99\|711114;2026-08-14\|109.79\|2.57\|107.51\|109.98\|106.84\|518675;2026-08-17\|113.66\|3.52\|110.14\|113.80\|108.99\|663435;2026-08-18\|111.95\|-1.50\|113.90\|114.58\|110.23\|503756;2026-08-19\|102.35\|-8.58\|107.48\|108.85\|100.76\|569586;2026-08-20\|104.18\|1.79\|104.07\|105.85\|102.18\|369686;2026-08-21\|106.78\|2.50\|103.71\|108.00\|103.50\|347575;2026-08-24\|103.35\|-3.21\|106.31\|107.37\|100.85\|342303;2026-08-25\|105.27\|1.86\|101.06\|106.49\|100.02\|348942;2026-08-26\|103.80\|-1.40\|105.60\|106.88\|101.63\|310594;2026-08-27\|104.90\|1.06\|102.01\|106.73\|99.00\|660667;2026-08-28\|102.93\|-1.88\|104.95\|107.58\|102.79\|456895;2026-08-31\|104.75\|1.77\|101.04\|104.79\|100.88\|350265;2026-09-01\|101.53\|-3.07\|104.68\|105.71\|100.60\|352981;2026-09-02\|99.30\|-2.20\|100.03\|101.00\|98.54\|284166;2026-09-03\|98.98\|-0.32\|101.05\|101.68\|97.86\|238376;2026-09-04\|95.60\|-3.41\|99.58\|100.86\|94.61\|364688;2026-09-07\|101.91\|6.60\|97.32\|102.08\|96.66\|491754;2026-09-08\|100.53\|-1.35\|102.00\|103.44\|100.22\|325434;2026-09-09\|108.79\|8.22\|108.57\|110.58\|108.10\|1012307;2026-09-10\|105.80\|-2.75\|108.00\|110.68\|105.10\|827074;2026-09-11\|103.88\|-1.81\|105.57\|107.43\|101.04\|600657;2026-09-14\|100.00\|-3.74\|101.97\|102.99\|99.60\|416183;2026-09-15\|100.20\|0.20\|99.84\|102.78\|98.33\|362231;2026-09-16\|105.98\|5.77\|100.20\|107.48\|99.97\|617688;2026-09-17\|105.78\|-0.19\|106.93\|108.60\|105.21\|462794;2026-09-18\|107.80\|1.91\|109.78\|110.00\|106.02\|535951;2026-09-21\|109.51\|1.59\|110.00\|110.69\|107.00\|498607;2026-09-22\|107.09\|-2.21\|111.00\|111.44\|106.53\|519990;2026-09-23\|106.06\|-0.96\|107.14\|107.65\|105.60\|267306;2026-09-24\|102.90\|-2.98\|105.42\|105.63\|102.75\|261601;2026-09-28\|92.61\|-10.00\|102.03\|102.30\|92.61\|596344;2026-09-29\|94.25\|1.77\|92.45\|94.86\|91.95\|306489;2026-09-30\|92.25\|-2.12\|94.99\|94.99\|91.82\|242571;2026-10-08\|86.99\|-5.70\|92.45\|92.80\|86.30\|404678;2026-10-09\|85.97\|-1.17\|86.86\|86.99\|81.50\|403571;2026-10-12\|82.58\|-3.94\|85.00\|86.20\|82.35\|223746;2026-10-13\|83.61\|1.25\|80.29\|84.43\|79.00\|315345;2026-10-14\|80.15\|-4.14\|82.86\|83.92\|80.03\|224336;2026-10-15\|76.27\|-4.84\|77.52\|78.39\|75.36\|339482;2026-10-16\|75.70\|-0.75\|78.39\|78.77\|74.76\|262679;2026-10-19\|75.22\|-0.63\|74.98\|75.99\|72.13\|285590;2026-10-20\|76.20\|1.30\|75.15\|77.52\|74.65\|244658;2026-10-21\|76.66\|0.60\|76.80\|78.31\|76.18\|226524;2026-10-22\|72.65\|-5.23\|76.69\|76.94\|72.63\|282006;2026-10-23\|74.58\|2.66\|70.55\|74.97\|68.27\|419813;2026-10-26\|72.36\|-2.98\|73.91\|74.39\|71.46\|228827;2026-10-27\|69.72\|-3.65\|73.38\|73.80\|69.70\|202063;2026-10-28\|71.95\|3.20\|71.05\|72.55\|70.00\|249189;2026-10-29\|67.30\|-6.46\|71.18\|71.58\|67.28\|301260;2026-10-30\|62.15\|-7.65\|63.76\|66.22\|62.06\|401597;2026-11-02\|63.63\|2.38\|63.05\|64.60\|61.41\|348024;2026-11-03\|59.96\|-5.77\|62.98\|63.77\|59.40\|366379;2026-11-04\|64.87\|8.19\|60.86\|65.35\|58.66\|457572;2026-11-05\|66.54\|2.57\|63.26\|68.84\|63.26\|452364;2026-11-06\|63.26\|-4.93\|61.72\|64.93\|61.68\|334713;2026-11-09\|64.67\|2.23\|64.60\|66.02\|63.87\|251242;2026-11-10\|65.57\|1.39\|66.55\|66.88\|65.37\|244126;2026-11-11\|69.25\|5.61\|65.61\|69.78\|65.61\|460735;2026-11-12\|68.26\|-1.43\|69.00\|72.14\|68.10\|504892
119854	MPO、FAU、CPO等行业新技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090;2026-07-27\|43.12\|0.96\|43.00\|44.07\|41.50\|52281;2026-07-28\|41.16\|-4.55\|43.94\|46.97\|40.80\|83007;2026-07-29\|39.10\|-5.00\|41.56\|41.56\|37.18\|80330;2026-07-30\|35.80\|-8.44\|38.03\|39.27\|35.31\|63132;2026-07-31\|38.50\|7.54\|39.00\|41.33\|38.36\|63040;2026-08-03\|37.76\|-1.92\|38.50\|38.95\|36.82\|57882;2026-08-04\|40.93\|8.40\|38.50\|41.58\|38.02\|55552;2026-08-05\|43.70\|6.77\|39.52\|44.40\|39.52\|58726;2026-08-06\|44.62\|2.11\|42.78\|45.55\|42.40\|50439;2026-08-07\|46.50\|4.21\|44.77\|46.99\|43.90\|54418;2026-08-10\|46.44\|-0.13\|47.01\|47.99\|44.96\|58822;2026-08-11\|45.87\|-1.23\|45.25\|46.77\|44.36\|45277;2026-08-12\|49.23\|7.33\|45.59\|51.10\|45.59\|69857;2026-08-13\|49.16\|-0.14\|49.65\|51.66\|48.08\|84896;2026-08-14\|49.48\|0.65\|49.13\|49.92\|48.36\|42919;2026-08-17\|52.43\|5.96\|49.48\|52.83\|49.30\|56890;2026-08-18\|53.30\|1.66\|52.74\|53.69\|51.59\|48476;2026-08-19\|47.69\|-10.53\|51.55\|52.35\|46.64\|73730;2026-08-20\|51.26\|7.49\|48.14\|51.27\|47.15\|69966;2026-08-21\|49.78\|-2.89\|50.53\|52.47\|48.72\|51157;2026-08-24\|48.10\|-3.37\|49.58\|49.98\|46.93\|48563;2026-08-25\|48.85\|1.56\|48.10\|49.48\|45.90\|45442;2026-08-26\|48.26\|-1.21\|49.22\|49.35\|46.94\|31656;2026-08-27\|50.22\|4.06\|48.35\|50.75\|47.90\|36857;2026-08-28\|48.45\|-3.52\|49.41\|51.46\|48.38\|38822;2026-08-31\|49.53\|2.23\|47.70\|49.66\|46.20\|34434;2026-09-01\|46.95\|-5.21\|49.27\|49.50\|46.68\|42028;2026-09-02\|46.36\|-1.26\|46.06\|46.87\|45.18\|47127;2026-09-03\|47.01\|1.40\|46.52\|47.72\|46.21\|32926;2026-09-04\|45.06\|-4.15\|47.20\|48.37\|44.60\|31663;2026-09-07\|47.29\|4.95\|45.30\|47.83\|44.75\|36224;2026-09-08\|45.89\|-2.96\|47.35\|47.65\|45.83\|29337;2026-09-09\|45.29\|-1.31\|46.80\|47.55\|45.10\|37504;2026-09-10\|44.56\|-1.61\|45.38\|45.38\|44.28\|32503;2026-09-11\|43.50\|-2.38\|43.78\|44.50\|41.67\|33442;2026-09-14\|43.85\|0.80\|43.21\|44.64\|42.27\|27510;2026-09-15\|43.90\|0.11\|44.26\|44.91\|43.14\|24457;2026-09-16\|47.54\|8.29\|43.89\|48.00\|43.44\|40655;2026-09-17\|46.75\|-1.66\|47.65\|48.20\|46.22\|29677;2026-09-18\|48.70\|4.17\|47.08\|48.75\|47.08\|40011;2026-09-21\|48.44\|-0.53\|49.10\|49.39\|47.79\|33420;2026-09-22\|48.37\|-0.14\|49.12\|49.99\|48.06\|28202;2026-09-23\|48.70\|0.68\|48.33\|49.17\|48.00\|22911;2026-09-24\|47.21\|-3.06\|48.91\|49.00\|47.20\|21233;2026-09-28\|43.63\|-7.58\|46.78\|47.40\|43.14\|39943;2026-09-29\|44.84\|2.77\|43.27\|45.30\|42.86\|24852;2026-09-30\|43.93\|-2.03\|44.15\|46.19\|43.93\|23488;2026-10-08\|41.48\|-5.58\|43.56\|44.48\|40.90\|33591;2026-10-09\|40.78\|-1.69\|41.60\|41.60\|38.74\|32771;2026-10-12\|39.55\|-3.02\|40.50\|40.99\|39.41\|21024;2026-10-13\|40.24\|1.74\|38.75\|40.60\|36.94\|28490;2026-10-14\|38.54\|-4.22\|40.24\|40.24\|38.50\|26433;2026-10-15\|36.60\|-5.03\|37.80\|37.97\|36.25\|28450;2026-10-16\|36.77\|0.46\|37.40\|37.93\|35.87\|21331;2026-10-19\|35.40\|-3.73\|36.26\|36.26\|33.63\|35563;2026-10-20\|37.07\|4.72\|35.01\|37.75\|34.85\|26848;2026-10-21\|37.48\|1.11\|37.60\|38.87\|36.90\|25023;2026-10-22\|35.35\|-5.68\|38.10\|38.47\|35.30\|30675;2026-10-23\|35.98\|1.78\|35.00\|36.29\|32.15\|38393;2026-10-26\|34.82\|-3.22\|35.98\|36.00\|34.50\|25921;2026-10-27\|32.86\|-5.63\|35.34\|35.98\|32.86\|22132;2026-10-28\|34.91\|6.24\|33.28\|35.20\|32.78\|30255;2026-10-29\|32.33\|-7.39\|35.61\|35.61\|32.31\|27740;2026-10-30\|30.31\|-6.25\|31.54\|32.90\|30.20\|44797;2026-11-02\|31.15\|2.77\|30.44\|31.58\|29.55\|43566;2026-11-03\|29.19\|-6.29\|30.79\|30.91\|28.90\|32940;2026-11-04\|31.55\|8.09\|29.77\|31.75\|28.41\|49104;2026-11-05\|32.94\|4.41\|30.96\|33.65\|30.73\|45400;2026-11-06\|31.12\|-5.53\|31.00\|31.95\|30.62\|33233;2026-11-09\|31.26\|0.45\|31.99\|32.10\|31.06\|26224;2026-11-10\|32.41\|3.68\|32.18\|32.58\|31.69\|25775;2026-11-11\|33.77\|4.20\|32.24\|33.91\|32.24\|35568;2026-11-12\|33.12\|-1.92\|33.77\|34.95\|32.87\|40781
119853	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599;2026-09-14\|139.50\|5.49\|128.44\|140.88\|126.05\|75237;2026-09-15\|139.00\|-0.36\|140.89\|143.21\|138.40\|55769;2026-09-16\|144.37\|3.86\|139.25\|144.39\|137.13\|68472;2026-09-17\|141.70\|-1.85\|143.91\|146.48\|139.78\|58016;2026-09-18\|145.81\|2.90\|145.01\|148.99\|138.72\|69191;2026-09-21\|143.76\|-1.41\|146.68\|146.98\|141.67\|59069;2026-09-22\|143.25\|-0.35\|145.35\|152.24\|142.40\|77568;2026-09-23\|145.22\|1.38\|153.92\|154.51\|144.50\|129179;2026-09-24\|138.43\|-4.68\|144.74\|145.08\|138.38\|61787;2026-09-28\|126.82\|-8.39\|137.00\|137.68\|125.36\|53436;2026-09-29\|127.31\|0.39\|125.50\|129.09\|124.08\|42208;2026-09-30\|121.86\|-4.28\|128.00\|128.88\|121.61\|35961;2026-10-08\|118.63\|-2.65\|121.56\|128.66\|117.20\|43956;2026-10-09\|111.64\|-5.89\|118.01\|118.62\|105.00\|71617;2026-10-12\|110.50\|-1.02\|111.64\|117.95\|107.88\|59950;2026-10-13\|114.45\|3.57\|107.50\|115.86\|102.50\|69653;2026-10-14\|111.24\|-2.80\|113.40\|116.50\|110.90\|41708;2026-10-15\|106.02\|-4.69\|106.30\|110.00\|105.26\|44996;2026-10-16\|104.52\|-1.41\|109.99\|110.57\|103.08\|40234;2026-10-19\|103.50\|-0.98\|103.00\|104.50\|98.57\|39898;2026-10-20\|106.02\|2.43\|102.62\|108.32\|100.79\|36534;2026-10-21\|107.25\|1.16\|109.00\|111.32\|106.19\|39588;2026-10-22\|101.00\|-5.83\|107.49\|107.50\|100.12\|40071;2026-10-23\|105.47\|4.43\|98.85\|107.06\|92.56\|82091;2026-10-26\|98.91\|-6.22\|104.00\|104.87\|98.01\|48663;2026-10-27\|93.71\|-5.26\|101.50\|102.71\|93.71\|35867;2026-10-28\|102.80\|9.70\|95.68\|103.71\|95.05\|61418;2026-10-29\|98.30\|-4.38\|100.86\|104.25\|97.00\|53906;2026-10-30\|93.10\|-5.29\|94.86\|99.65\|90.03\|52610;2026-11-02\|93.96\|0.92\|95.03\|97.40\|92.19\|49630;2026-11-03\|87.70\|-6.66\|92.00\|94.51\|87.00\|55099;2026-11-04\|99.65\|13.63\|87.92\|100.80\|85.20\|73999;2026-11-05\|98.30\|-1.35\|96.39\|102.77\|94.68\|56460;2026-11-06\|92.46\|-5.94\|90.00\|96.79\|88.50\|57968;2026-11-09\|94.60\|2.31\|94.03\|97.48\|91.00\|43663;2026-11-10\|98.33\|3.94\|100.01\|101.77\|97.00\|45180;2026-11-11\|104.85\|6.63\|98.00\|105.50\|97.90\|62869;2026-11-12\|101.30\|-3.39\|104.13\|107.78\|101.02\|58343
119852	MPO、FAU、CPO等行业新技术受关注	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|95187;2026-09-09\|302.55\|0.14\|315.10\|320.00\|300.30\|92647;2026-09-10\|315.00\|4.12\|295.98\|322.24\|293.00\|107861;2026-09-11\|286.60\|-9.02\|307.00\|314.00\|277.00\|127914;2026-09-14\|286.78\|0.06\|275.00\|292.87\|268.10\|68586;2026-09-15\|276.00\|-3.76\|280.00\|287.02\|273.51\|71139;2026-09-16\|301.16\|9.12\|276.60\|303.99\|273.12\|90522;2026-09-17\|302.56\|0.46\|308.00\|308.99\|297.19\|60140;2026-09-18\|311.62\|2.99\|308.00\|316.85\|304.44\|64982;2026-09-21\|299.51\|-3.89\|311.00\|313.00\|295.58\|81328;2026-09-22\|295.74\|-1.26\|306.37\|308.00\|295.40\|49975;2026-09-23\|308.90\|4.45\|296.05\|312.93\|295.01\|74357;2026-09-24\|293.84\|-4.88\|307.60\|307.65\|292.01\|52159;2026-09-28\|275.84\|-6.13\|290.00\|290.88\|268.03\|64107;2026-09-29\|284.26\|3.05\|274.00\|289.21\|271.09\|57398;2026-09-30\|282.88\|-0.49\|288.80\|288.94\|279.10\|38037;2026-10-08\|244.88\|-13.43\|282.00\|282.79\|242.27\|87044;2026-10-09\|238.00\|-2.81\|240.00\|252.43\|230.02\|67034;2026-10-12\|235.46\|-1.07\|232.01\|246.36\|231.40\|41706;2026-10-13\|241.28\|2.47\|225.09\|245.45\|221.00\|72334;2026-10-14\|231.23\|-4.17\|240.02\|243.90\|230.08\|37232;2026-10-15\|212.98\|-7.89\|222.50\|225.00\|208.00\|64620;2026-10-16\|208.80\|-1.96\|221.88\|221.91\|206.69\|48793;2026-10-19\|203.80\|-2.39\|208.12\|209.90\|195.00\|47343;2026-10-20\|205.84\|1.00\|203.09\|210.50\|198.70\|41992;2026-10-21\|215.85\|4.86\|209.90\|224.80\|206.56\|56447;2026-10-22\|199.99\|-7.35\|218.81\|219.00\|198.66\|50293;2026-10-23\|200.34\|0.17\|198.20\|202.84\|178.26\|68315;2026-10-26\|193.00\|-3.66\|196.92\|198.97\|187.20\|39384;2026-10-27\|185.30\|-3.99\|200.00\|201.50\|185.00\|41996;2026-10-28\|194.26\|4.84\|190.00\|198.34\|186.23\|44482;2026-10-29\|172.39\|-11.26\|194.00\|194.00\|171.23\|76460;2026-10-30\|151.20\|-12.29\|157.47\|164.52\|148.00\|85626;2026-11-02\|151.88\|0.45\|153.10\|156.00\|146.79\|71856;2026-11-03\|136.20\|-10.32\|149.82\|149.82\|134.35\|76323;2026-11-04\|149.07\|9.45\|136.48\|149.92\|129.42\|91325;2026-11-05\|148.94\|-0.09\|143.33\|154.99\|142.25\|84565;2026-11-06\|138.60\|-6.94\|130.00\|142.86\|127.88\|78136;2026-11-09\|137.90\|-0.51\|139.66\|143.20\|134.33\|52428;2026-11-10\|143.03\|3.72\|144.93\|147.90\|139.69\|57138;2026-11-11\|157.54\|10.14\|144.80\|158.52\|142.55\|87502;2026-11-12\|156.00\|-0.98\|157.00\|170.90\|155.00\|96146
119851	MPO、FAU、CPO等行业新技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583;2026-09-15\|257.38\|0.16\|255.53\|263.98\|248.60\|316629;2026-09-16\|268.99\|4.51\|258.61\|273.95\|256.93\|429877;2026-09-17\|277.65\|3.41\|268.54\|282.60\|268.54\|456352;2026-09-18\|284.66\|2.52\|283.67\|292.07\|278.68\|456069;2026-09-21\|279.26\|-1.90\|286.17\|290.95\|276.88\|343928;2026-09-22\|275.84\|-1.22\|284.93\|284.93\|275.00\|286361;2026-09-23\|275.40\|-0.16\|277.00\|281.00\|271.30\|236256;2026-09-24\|267.93\|-2.71\|273.22\|274.67\|265.22\|220605;2026-09-28\|244.80\|-8.63\|262.50\|264.00\|243.00\|335954;2026-09-29\|255.99\|4.57\|245.20\|258.00\|242.16\|291467;2026-09-30\|260.77\|1.87\|256.01\|266.85\|253.16\|294324;2026-10-08\|235.07\|-9.86\|259.22\|259.80\|230.78\|408707;2026-10-09\|235.04\|-0.01\|227.79\|237.87\|223.80\|322226;2026-10-12\|229.54\|-2.34\|232.00\|244.84\|229.00\|275353;2026-10-13\|246.70\|7.48\|218.46\|250.00\|217.01\|418887;2026-10-14\|229.00\|-7.17\|244.07\|245.45\|228.00\|295021;2026-10-15\|223.33\|-2.48\|221.01\|229.73\|218.00\|296215;2026-10-16\|212.80\|-4.71\|228.00\|230.03\|209.23\|333298;2026-10-19\|203.30\|-4.46\|210.88\|214.00\|199.00\|285687;2026-10-20\|204.54\|0.61\|201.60\|209.47\|197.68\|251840;2026-10-21\|214.98\|5.10\|208.00\|220.50\|208.00\|332277;2026-10-22\|197.00\|-8.36\|217.00\|218.68\|197.00\|330225;2026-10-23\|200.81\|1.93\|194.99\|202.31\|181.50\|441523;2026-10-26\|196.98\|-1.91\|193.01\|202.60\|185.12\|336556;2026-10-27\|188.62\|-4.24\|203.00\|204.00\|188.50\|288507;2026-10-28\|201.43\|6.79\|198.19\|201.90\|192.71\|372345;2026-10-29\|161.60\|-19.77\|191.00\|192.00\|161.14\|738565;2026-10-30\|148.00\|-8.42\|144.00\|158.82\|144.00\|465177;2026-11-02\|141.75\|-4.22\|150.02\|151.99\|140.38\|491745;2026-11-03\|123.61\|-12.80\|135.37\|136.75\|122.88\|663523;2026-11-04\|136.00\|10.02\|123.65\|138.00\|119.13\|736013;2026-11-05\|129.50\|-4.78\|128.20\|134.89\|126.01\|584959;2026-11-06\|122.00\|-5.79\|116.28\|125.86\|113.36\|532610;2026-11-09\|122.82\|0.67\|124.01\|127.50\|119.50\|384469;2026-11-10\|126.41\|2.92\|130.00\|131.32\|126.17\|406264;2026-11-11\|144.06\|13.96\|129.09\|144.61\|128.00\|749143;2026-11-12\|140.34\|-2.58\|143.50\|152.17\|140.00\|671920
119850	MPO、FAU、CPO等行业新技术受关注	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788;2026-07-13\|182.00\|-8.40\|197.71\|201.50\|180.00\|44882;2026-07-14\|188.60\|3.63\|182.01\|190.27\|173.73\|45779;2026-07-15\|178.99\|-5.10\|192.38\|197.68\|177.40\|38798;2026-07-16\|187.54\|4.78\|178.00\|192.20\|167.03\|70273;2026-07-17\|162.08\|-13.58\|184.11\|186.01\|161.25\|60436;2026-07-20\|151.58\|-6.48\|170.25\|171.76\|145.81\|55134;2026-07-21\|157.59\|3.96\|155.00\|158.71\|122.04\|87666;2026-07-22\|150.10\|-4.75\|151.00\|159.99\|148.50\|60016;2026-07-23\|145.70\|-2.93\|151.98\|156.66\|144.00\|48428;2026-07-24\|140.50\|-3.57\|143.39\|147.82\|140.08\|35614;2026-07-27\|149.13\|6.14\|140.50\|149.60\|136.99\|43004;2026-07-28\|136.01\|-8.80\|146.14\|149.59\|134.96\|44975;2026-07-29\|132.23\|-2.78\|136.01\|137.37\|124.88\|54945;2026-07-30\|117.75\|-10.95\|130.99\|132.80\|115.50\|59567;2026-07-31\|124.63\|5.84\|130.58\|135.00\|124.43\|61571;2026-08-03\|126.00\|1.10\|122.00\|129.49\|120.27\|57027;2026-08-04\|136.81\|8.58\|126.56\|139.00\|126.56\|69568;2026-08-05\|141.70\|3.57\|131.78\|143.55\|130.00\|74026;2026-08-06\|145.80\|2.89\|139.99\|147.11\|138.50\|58787;2026-08-07\|152.11\|4.33\|148.63\|153.51\|144.23\|52540;2026-08-10\|158.19\|4.00\|155.00\|168.08\|152.50\|77399;2026-08-11\|153.11\|-3.21\|155.13\|160.30\|151.55\|52450;2026-08-12\|170.04\|11.06\|153.66\|183.73\|151.10\|137712;2026-08-13\|168.04\|-1.18\|173.60\|179.90\|167.90\|101685;2026-08-14\|175.50\|4.44\|171.40\|178.40\|167.21\|61265;2026-08-17\|182.48\|3.98\|179.00\|184.98\|175.39\|80889;2026-08-18\|183.00\|0.28\|181.01\|185.00\|175.47\|59352;2026-08-19\|163.50\|-10.66\|175.91\|177.99\|161.74\|71551;2026-08-20\|175.00\|7.03\|166.13\|176.00\|161.11\|58388;2026-08-21\|173.10\|-1.09\|171.00\|183.60\|168.01\|59078;2026-08-24\|168.00\|-2.95\|174.53\|174.99\|163.50\|42165;2026-08-25\|171.61\|2.15\|165.00\|172.88\|162.66\|36125;2026-08-26\|167.00\|-2.69\|176.01\|177.62\|160.22\|53718;2026-08-27\|178.28\|6.75\|170.35\|183.43\|166.16\|75837;2026-08-28\|174.25\|-2.26\|177.10\|183.53\|174.01\|55403;2026-08-31\|178.90\|2.67\|170.02\|180.28\|170.00\|42587;2026-09-01\|170.40\|-4.75\|178.92\|179.10\|168.80\|44430;2026-09-02\|170.95\|0.32\|167.00\|174.77\|166.00\|38896;2026-09-03\|181.88\|6.39\|172.00\|184.00\|165.68\|91310;2026-09-04\|171.68\|-5.61\|181.91\|189.30\|170.02\|78137;2026-09-07\|197.00\|14.75\|178.00\|197.50\|176.20\|119960;2026-09-08\|188.88\|-4.12\|196.68\|196.99\|187.20\|77721;2026-09-09\|195.55\|3.53\|196.95\|201.90\|190.80\|96587;2026-09-10\|193.29\|-1.16\|195.33\|197.76\|190.33\|51625;2026-09-11\|182.30\|-5.69\|188.67\|199.67\|176.58\|87483;2026-09-14\|180.40\|-1.04\|174.90\|186.88\|172.02\|47710;2026-09-15\|178.62\|-0.99\|179.74\|184.99\|177.70\|35939;2026-09-16\|214.34\|20.00\|181.10\|214.34\|180.38\|124766;2026-09-17\|216.15\|0.84\|218.41\|221.99\|214.51\|115542;2026-09-18\|214.11\|-0.94\|217.14\|218.31\|210.01\|76700;2026-09-21\|219.28\|2.41\|218.40\|223.69\|212.60\|78189;2026-09-22\|218.87\|-0.19\|220.67\|222.00\|217.21\|61260;2026-09-23\|218.30\|-0.26\|221.80\|224.18\|217.17\|50139;2026-09-24\|206.00\|-5.63\|220.48\|221.58\|206.00\|58900;2026-09-28\|182.00\|-11.65\|204.00\|204.82\|180.50\|67856;2026-09-29\|189.90\|4.34\|182.08\|192.50\|178.07\|53688;2026-09-30\|190.73\|0.44\|193.70\|196.38\|188.42\|37939;2026-10-08\|209.86\|10.03\|218.00\|222.88\|202.22\|117055;2026-10-09\|222.00\|5.78\|213.01\|228.00\|206.00\|119585;2026-10-12\|211.09\|-4.91\|211.14\|222.53\|204.04\|74149;2026-10-13\|221.00\|4.69\|202.40\|226.88\|198.81\|103733;2026-10-14\|211.02\|-4.52\|218.02\|223.00\|210.00\|62573;2026-10-15\|194.37\|-7.89\|202.98\|213.00\|191.55\|75912;2026-10-16\|188.00\|-3.28\|197.00\|199.80\|185.60\|61204;2026-10-19\|182.10\|-3.14\|186.51\|189.00\|170.10\|59810;2026-10-20\|179.06\|-1.67\|182.15\|186.66\|173.00\|44251;2026-10-21\|209.72\|17.12\|182.03\|214.87\|182.03\|113765;2026-10-22\|194.99\|-7.02\|207.38\|209.40\|191.68\|84870;2026-10-23\|187.90\|-3.64\|195.01\|197.10\|170.00\|90413;2026-10-26\|171.06\|-8.96\|179.00\|180.00\|162.84\|75250;2026-10-27\|175.55\|2.62\|176.38\|191.70\|175.00\|73775;2026-10-28\|179.90\|2.48\|184.00\|184.90\|174.20\|71164;2026-10-29\|155.16\|-13.75\|175.09\|176.00\|155.10\|75278;2026-10-30\|145.00\|-6.55\|146.45\|158.00\|141.00\|60893;2026-11-02\|142.55\|-1.69\|146.51\|147.00\|139.00\|46855;2026-11-03\|124.47\|-12.68\|137.56\|138.76\|123.46\|61466;2026-11-04\|137.78\|10.69\|123.81\|138.24\|120.00\|70984;2026-11-05\|135.82\|-1.42\|130.05\|143.00\|130.05\|61163;2026-11-06\|126.00\|-7.23\|123.91\|130.68\|118.00\|56819;2026-11-09\|130.83\|3.83\|127.59\|134.55\|122.13\|48896;2026-11-10\|133.81\|2.28\|134.82\|138.50\|133.22\|50586;2026-11-11\|160.57\|20.00\|134.93\|160.57\|134.37\|124498;2026-11-12\|156.31\|-2.65\|161.06\|166.00\|155.49\|110403
119849	MPO、FAU、CPO等行业新技术受关注	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048;2026-07-27\|312.00\|7.77\|287.18\|313.31\|280.08\|110002;2026-07-28\|263.88\|-15.42\|295.00\|299.80\|260.01\|131654;2026-07-29\|251.10\|-4.84\|262.99\|267.98\|235.21\|158039;2026-07-30\|213.00\|-15.17\|247.50\|250.00\|206.00\|183529;2026-07-31\|227.38\|6.75\|244.00\|249.52\|227.00\|139383;2026-08-03\|236.29\|3.92\|225.40\|243.58\|222.50\|126771;2026-08-04\|266.17\|12.65\|246.00\|274.10\|240.05\|200025;2026-08-05\|259.00\|-2.69\|244.61\|262.52\|237.32\|209211;2026-08-06\|267.80\|3.40\|250.08\|277.98\|249.30\|152699;2026-08-07\|285.52\|6.62\|266.19\|290.68\|266.19\|169754;2026-08-10\|284.50\|-0.36\|285.03\|295.52\|271.00\|119989;2026-08-11\|285.29\|0.28\|278.00\|294.90\|263.05\|133941;2026-08-12\|301.47\|5.67\|288.99\|311.48\|288.00\|125701;2026-08-13\|300.91\|-0.19\|311.00\|320.60\|300.46\|114601;2026-08-14\|312.00\|3.69\|303.57\|315.62\|295.00\|99432;2026-08-17\|332.88\|6.69\|315.74\|334.88\|309.00\|105386;2026-08-18\|336.95\|1.22\|332.95\|339.99\|325.51\|97996;2026-08-19\|293.12\|-13.01\|317.78\|320.95\|289.01\|150026;2026-08-20\|301.89\|2.99\|299.00\|310.49\|285.74\|94680;2026-08-21\|307.23\|1.77\|301.90\|322.00\|295.73\|99173;2026-08-24\|294.00\|-4.31\|305.62\|308.19\|283.97\|79391;2026-08-25\|289.60\|-1.50\|287.52\|296.15\|279.00\|64241;2026-08-26\|288.98\|-0.21\|293.89\|295.00\|276.50\|66744;2026-08-27\|304.81\|5.48\|295.80\|307.86\|289.00\|80563;2026-08-28\|292.83\|-3.93\|300.00\|313.50\|292.13\|81124;2026-08-31\|294.30\|0.50\|283.33\|298.79\|281.66\|94054;2026-09-01\|280.00\|-4.86\|300.00\|302.16\|276.12\|91438;2026-09-02\|277.60\|-0.86\|273.19\|280.18\|269.28\|64601;2026-09-03\|275.60\|-0.72\|280.00\|283.50\|270.06\|52096;2026-09-04\|272.03\|-1.30\|280.00\|290.30\|268.00\|75572;2026-09-07\|300.00\|10.28\|277.19\|301.58\|273.48\|123078;2026-09-08\|315.50\|5.17\|305.00\|323.18\|305.00\|158071;2026-09-09\|310.70\|-1.52\|325.00\|326.00\|307.01\|115185;2026-09-10\|305.96\|-1.53\|308.03\|315.00\|305.00\|79099;2026-09-11\|295.70\|-3.35\|300.00\|311.00\|287.77\|109153;2026-09-14\|290.59\|-1.73\|289.28\|296.99\|283.08\|73652;2026-09-15\|302.93\|4.25\|289.66\|311.50\|285.11\|108323;2026-09-16\|332.19\|9.66\|308.30\|339.59\|303.01\|126870;2026-09-17\|328.09\|-1.23\|330.00\|337.97\|325.00\|89811;2026-09-18\|342.00\|4.24\|338.00\|349.95\|330.80\|114289;2026-09-21\|362.23\|5.92\|344.82\|368.88\|339.37\|152962;2026-09-22\|351.89\|-2.85\|362.06\|367.06\|349.80\|99113;2026-09-23\|348.90\|-0.85\|357.00\|358.90\|346.01\|69412;2026-09-24\|329.66\|-5.51\|348.00\|348.88\|329.66\|69335;2026-09-28\|289.79\|-12.09\|325.01\|327.00\|285.00\|115028;2026-09-29\|296.90\|2.45\|290.00\|299.80\|285.20\|78133;2026-09-30\|289.70\|-2.43\|299.86\|302.40\|288.68\|61667;2026-10-08\|231.76\|-20.00\|250.00\|255.55\|231.76\|125876;2026-10-09\|219.20\|-5.42\|223.00\|230.50\|212.72\|162433;2026-10-12\|207.27\|-5.44\|215.56\|218.36\|207.00\|90644;2026-10-13\|209.00\|0.83\|198.90\|212.12\|195.09\|94996;2026-10-14\|199.44\|-4.57\|208.33\|208.80\|199.01\|64361;2026-10-15\|186.00\|-6.74\|193.00\|195.80\|184.00\|92346;2026-10-16\|181.22\|-2.57\|192.99\|194.96\|179.29\|74903;2026-10-19\|177.00\|-2.33\|183.99\|185.80\|171.50\|77283;2026-10-20\|181.78\|2.70\|177.08\|187.10\|173.97\|75166;2026-10-21\|185.53\|2.06\|184.95\|191.67\|182.73\|72320;2026-10-22\|168.95\|-8.94\|185.60\|186.02\|168.95\|89615;2026-10-23\|168.98\|0.02\|164.43\|170.67\|151.89\|139237;2026-10-26\|160.34\|-5.11\|165.00\|165.94\|157.01\|90584;2026-10-27\|149.57\|-6.72\|164.99\|165.10\|149.00\|90472;2026-10-28\|154.60\|3.36\|152.56\|157.32\|150.01\|104577;2026-10-29\|142.00\|-8.15\|154.61\|158.34\|141.00\|112957;2026-10-30\|130.30\|-8.24\|135.01\|141.18\|130.09\|117308;2026-11-02\|131.70\|1.07\|132.24\|135.23\|126.66\|102542;2026-11-03\|119.67\|-9.13\|128.98\|131.23\|117.57\|112734;2026-11-04\|134.00\|11.97\|120.69\|135.20\|114.85\|145405;2026-11-05\|139.28\|3.94\|129.94\|146.68\|129.60\|133532;2026-11-06\|131.50\|-5.59\|126.18\|136.88\|123.39\|111575;2026-11-09\|134.10\|1.98\|134.32\|137.36\|129.04\|83400;2026-11-10\|136.66\|1.91\|140.00\|141.00\|136.05\|88523;2026-11-11\|153.13\|12.05\|137.77\|154.09\|137.77\|151714;2026-11-12\|154.87\|1.14\|153.20\|167.50\|153.18\|169240
119848	MPO、FAU、CPO等行业新技术受关注	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|25978;2026-09-09\|395.85\|0.71\|404.83\|414.50\|393.93\|25403;2026-09-10\|407.97\|3.06\|393.85\|412.00\|392.17\|24992;2026-09-11\|391.79\|-3.97\|398.00\|406.82\|380.00\|34246;2026-09-14\|393.00\|0.31\|380.00\|401.45\|378.00\|21452;2026-09-15\|393.90\|0.23\|392.24\|405.20\|388.10\|20302;2026-09-16\|444.35\|12.81\|398.82\|454.97\|395.00\|51402;2026-09-17\|435.00\|-2.10\|444.30\|448.30\|426.40\|39773;2026-09-18\|442.56\|1.74\|445.88\|449.96\|431.49\|43701;2026-09-21\|447.00\|1.00\|453.00\|458.98\|439.07\|31089;2026-09-22\|440.11\|-1.54\|457.00\|458.88\|439.00\|22808;2026-09-23\|449.79\|2.20\|440.00\|457.83\|433.23\|22866;2026-09-24\|444.59\|-1.16\|454.52\|471.33\|443.00\|35214;2026-09-28\|397.02\|-10.70\|444.59\|444.59\|395.00\|39938;2026-09-29\|414.00\|4.28\|390.81\|419.68\|390.81\|29877;2026-09-30\|419.45\|1.32\|422.33\|434.69\|413.48\|25129;2026-10-08\|389.42\|-7.16\|419.45\|420.49\|386.14\|25473;2026-10-09\|394.32\|1.26\|388.00\|398.16\|368.58\|34295;2026-10-12\|369.02\|-6.42\|389.00\|402.00\|369.01\|25487;2026-10-13\|387.00\|4.87\|360.77\|395.55\|347.00\|34601;2026-10-14\|388.02\|0.26\|386.85\|408.50\|385.61\|26932;2026-10-15\|358.33\|-7.65\|360.00\|381.64\|352.33\|31122;2026-10-16\|343.08\|-4.26\|372.00\|373.53\|339.07\|30919;2026-10-19\|335.33\|-2.26\|333.10\|343.80\|313.50\|33184;2026-10-20\|334.77\|-0.17\|330.00\|344.56\|323.54\|22168;2026-10-21\|347.66\|3.85\|344.56\|360.71\|339.60\|29326;2026-10-22\|322.99\|-7.10\|347.68\|349.05\|322.99\|24441;2026-10-23\|324.00\|0.31\|316.72\|325.00\|290.00\|43029;2026-10-26\|320.00\|-1.23\|324.00\|333.33\|304.10\|36733;2026-10-27\|317.30\|-0.84\|329.98\|339.80\|317.29\|37721;2026-10-28\|370.00\|16.61\|350.00\|372.99\|343.00\|57309;2026-10-29\|351.50\|-5.00\|370.67\|370.67\|350.50\|49711;2026-10-30\|328.66\|-6.50\|339.93\|357.00\|323.95\|34943;2026-11-02\|330.83\|0.66\|328.73\|343.72\|320.47\|40083;2026-11-03\|281.47\|-14.92\|318.00\|322.00\|281.00\|53714;2026-11-04\|335.55\|19.21\|285.70\|337.00\|285.70\|52074;2026-11-05\|301.80\|-10.06\|318.43\|323.65\|290.00\|58836;2026-11-06\|278.21\|-7.82\|264.92\|293.43\|259.11\|49014;2026-11-09\|273.91\|-1.55\|281.65\|291.00\|262.00\|42056;2026-11-10\|286.84\|4.72\|288.99\|303.89\|285.15\|41044;2026-11-11\|329.62\|14.91\|285.17\|335.18\|285.17\|56182;2026-11-12\|331.31\|0.51\|333.39\|352.74\|328.66\|47068
119847	MPO、FAU、CPO等行业新技术受关注		子公司光宏精密在光通信相关业务的布局，主要围绕核心光学产品展开，重点研发适配光通信场景的微透镜阵列、高精度光学组件等，可用于光模块、光传输设备的信号准直与调控环节	2026-07-03\|26.61\|0.19\|26.47\|27.10\|26.29\|43226;2026-07-06\|25.29\|-4.96\|26.70\|26.86\|25.05\|48208;2026-07-07\|24.62\|-2.65\|25.40\|25.68\|24.32\|40491;2026-07-08\|24.21\|-1.67\|25.00\|25.00\|23.80\|36723;2026-07-09\|28.06\|15.90\|24.21\|28.19\|23.45\|102460;2026-07-10\|26.62\|-5.13\|27.91\|28.17\|26.45\|100057;2026-07-13\|25.60\|-3.83\|26.71\|27.08\|25.35\|71150;2026-07-14\|25.36\|-0.94\|25.48\|25.69\|24.40\|59990;2026-07-15\|24.33\|-4.06\|25.36\|25.50\|24.00\|55620;2026-07-16\|24.17\|-0.66\|24.01\|24.90\|23.62\|49964;2026-07-17\|21.71\|-10.18\|24.00\|24.00\|21.21\|64411;2026-07-20\|19.98\|-7.97\|21.81\|22.41\|19.52\|73290;2026-07-21\|20.70\|3.60\|20.11\|20.72\|18.08\|85518;2026-07-22\|21.08\|1.84\|20.11\|22.06\|20.08\|77353;2026-07-23\|20.96\|-0.57\|21.00\|21.44\|20.55\|43797;2026-07-24\|20.19\|-3.67\|20.60\|20.75\|19.99\|34361;2026-07-27\|20.97\|3.86\|20.04\|20.99\|19.93\|35861;2026-07-28\|20.85\|-0.57\|21.64\|21.70\|20.77\|51957;2026-07-29\|20.47\|-1.82\|20.85\|21.05\|20.01\|54216;2026-07-30\|19.40\|-5.23\|20.41\|20.79\|19.24\|61836;2026-07-31\|20.90\|7.73\|20.05\|21.34\|20.03\|72252;2026-08-03\|21.28\|1.82\|20.90\|21.33\|20.73\|62400;2026-08-04\|22.38\|5.17\|21.59\|22.52\|21.38\|57303;2026-08-05\|17.76\|3.62\|17.10\|18.05\|16.97\|87446;2026-08-06\|17.94\|1.01\|17.49\|18.17\|17.49\|80559;2026-08-07\|18.00\|0.33\|17.81\|18.10\|17.10\|76125;2026-08-10\|17.99\|-0.06\|18.14\|18.15\|17.55\|59994;2026-08-11\|17.98\|-0.06\|17.95\|18.09\|17.57\|46278;2026-08-12\|18.32\|1.89\|18.09\|18.55\|18.00\|55815;2026-08-13\|18.00\|-1.75\|18.40\|18.97\|17.98\|64710;2026-08-14\|18.22\|1.22\|18.23\|18.27\|17.85\|43434;2026-08-17\|18.79\|3.13\|18.33\|18.85\|18.01\|55938;2026-08-18\|18.53\|-1.38\|18.65\|18.74\|18.07\|42421;2026-08-19\|17.37\|-6.26\|18.28\|18.28\|17.27\|49623;2026-08-20\|17.56\|1.09\|17.50\|17.84\|17.31\|41527;2026-08-21\|17.54\|-0.11\|17.40\|17.58\|16.98\|36573;2026-08-24\|16.60\|-5.36\|17.50\|17.50\|16.29\|62289;2026-08-25\|16.91\|1.87\|16.50\|16.98\|16.11\|57798;2026-08-26\|16.78\|-0.77\|16.90\|16.95\|16.36\|44607;2026-08-27\|17.18\|2.38\|16.78\|17.23\|16.66\|46377;2026-08-28\|17.10\|-0.47\|17.21\|17.87\|17.07\|62941;2026-08-31\|17.49\|2.28\|16.65\|17.54\|16.52\|46400;2026-09-01\|18.11\|3.54\|17.47\|18.88\|17.05\|111914;2026-09-02\|18.30\|1.05\|17.91\|18.66\|17.64\|100315;2026-09-03\|17.99\|-1.69\|18.31\|18.65\|17.79\|67498;2026-09-04\|17.86\|-0.72\|18.20\|18.57\|17.70\|69159;2026-09-07\|18.52\|3.70\|17.99\|18.63\|17.71\|79298;2026-09-08\|18.19\|-1.78\|18.40\|18.58\|18.09\|54477;2026-09-09\|18.78\|3.24\|18.22\|19.33\|17.91\|102595;2026-09-10\|18.10\|-3.62\|18.72\|18.80\|18.00\|87991;2026-09-11\|17.67\|-2.38\|17.96\|17.97\|17.16\|70780;2026-09-14\|17.62\|-0.28\|17.45\|17.95\|17.14\|43343;2026-09-15\|17.41\|-1.19\|17.43\|17.87\|17.39\|35346;2026-09-16\|18.70\|7.41\|17.30\|18.76\|17.23\|72830;2026-09-17\|18.41\|-1.55\|18.70\|19.06\|18.32\|65415;2026-09-18\|18.59\|0.98\|18.67\|18.87\|18.55\|46408;2026-09-21\|18.71\|0.65\|18.61\|18.91\|18.56\|41639;2026-09-22\|18.82\|0.59\|18.83\|19.13\|18.72\|47250;2026-09-23\|18.79\|-0.16\|18.82\|18.86\|18.58\|38126;2026-09-24\|18.29\|-2.66\|18.66\|18.73\|18.27\|31358;2026-09-28\|17.45\|-4.59\|18.50\|18.50\|17.28\|51439;2026-09-29\|17.68\|1.32\|17.35\|18.04\|17.33\|62237;2026-09-30\|17.02\|-3.73\|17.87\|17.87\|16.99\|51775;2026-10-08\|17.00\|-0.12\|17.19\|17.44\|16.46\|61985;2026-10-09\|16.57\|-2.53\|16.53\|16.77\|15.55\|72181;2026-10-12\|17.50\|5.61\|17.09\|18.25\|16.77\|137220;2026-10-13\|17.30\|-1.14\|17.30\|17.63\|16.33\|103120;2026-10-14\|16.77\|-3.06\|17.25\|17.50\|16.76\|55153;2026-10-15\|15.82\|-5.66\|16.01\|16.56\|15.73\|73392;2026-10-16\|15.66\|-1.01\|16.09\|16.17\|15.50\|60773;2026-10-19\|15.87\|1.34\|15.67\|16.34\|15.00\|75327;2026-10-20\|16.34\|2.96\|15.68\|16.73\|15.68\|64902;2026-10-21\|16.12\|-1.35\|16.37\|16.62\|16.08\|42818;2026-10-22\|15.65\|-2.92\|16.20\|16.33\|15.65\|45664;2026-10-23\|15.95\|1.92\|15.50\|16.09\|14.30\|82635;2026-10-26\|15.70\|-1.57\|15.82\|15.99\|15.61\|50007;2026-10-27\|14.82\|-5.61\|15.85\|15.98\|14.82\|46206;2026-10-28\|15.50\|4.59\|14.89\|15.60\|14.70\|56543;2026-10-29\|14.97\|-3.42\|15.38\|15.59\|14.95\|43507;2026-10-30\|14.30\|-4.48\|14.75\|15.09\|14.05\|66932;2026-11-02\|14.52\|1.54\|14.30\|14.68\|13.86\|69955;2026-11-03\|13.88\|-4.41\|14.33\|14.53\|13.81\|48441;2026-11-04\|14.36\|3.46\|13.88\|14.44\|13.56\|65041;2026-11-05\|14.83\|3.27\|14.23\|14.92\|14.18\|50898;2026-11-06\|14.38\|-3.03\|14.29\|14.59\|14.14\|39467;2026-11-09\|14.50\|0.83\|14.60\|14.98\|14.45\|41826;2026-11-10\|14.83\|2.28\|14.75\|14.93\|14.63\|33431;2026-11-11\|15.37\|3.64\|14.80\|15.55\|14.75\|43622;2026-11-12\|15.01\|-2.34\|15.37\|15.54\|14.91\|43426
119846	MPO、FAU、CPO等行业新技术受关注	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184;2026-09-14\|171.81\|-3.13\|172.54\|176.50\|169.00\|216603;2026-09-15\|168.37\|-2.00\|170.14\|173.21\|167.59\|235222;2026-09-16\|185.21\|10.00\|169.00\|185.21\|168.00\|412250;2026-09-17\|191.22\|3.25\|188.00\|196.90\|188.00\|592612;2026-09-18\|195.40\|2.19\|193.99\|199.00\|189.38\|434870;2026-09-21\|193.76\|-0.84\|198.00\|199.48\|191.73\|272646;2026-09-22\|190.37\|-1.75\|196.19\|196.70\|189.71\|299094;2026-09-23\|190.00\|-0.19\|192.75\|192.75\|187.08\|196756;2026-09-24\|181.99\|-4.22\|189.09\|189.49\|181.73\|196197;2026-09-28\|163.80\|-10.00\|180.19\|180.25\|163.79\|375826;2026-09-29\|166.90\|1.89\|164.38\|168.38\|162.18\|237670;2026-09-30\|164.88\|-1.21\|169.62\|169.62\|164.15\|163608;2026-10-08\|152.01\|-7.81\|165.01\|165.59\|150.00\|367511;2026-10-09\|148.71\|-2.17\|151.39\|151.51\|141.08\|335766;2026-10-12\|140.17\|-5.74\|147.13\|150.00\|140.00\|213983;2026-10-13\|145.86\|4.06\|135.68\|147.85\|132.70\|349948;2026-10-14\|141.09\|-3.27\|146.01\|150.00\|140.50\|248119;2026-10-15\|132.96\|-5.76\|132.01\|137.18\|131.80\|265015;2026-10-16\|133.75\|0.59\|138.50\|141.00\|132.00\|269052;2026-10-19\|132.52\|-0.92\|133.77\|134.13\|126.70\|244526;2026-10-20\|134.06\|1.16\|132.66\|137.00\|129.51\|211321;2026-10-21\|135.70\|1.22\|135.01\|140.18\|134.33\|237014;2026-10-22\|127.60\|-5.97\|135.76\|136.00\|126.91\|247079;2026-10-23\|128.63\|0.81\|124.31\|129.50\|116.78\|356774;2026-10-26\|122.53\|-4.74\|128.52\|128.98\|120.82\|232552;2026-10-27\|119.97\|-2.09\|125.04\|126.20\|119.80\|237455;2026-10-28\|123.60\|3.03\|123.00\|124.47\|120.11\|266009;2026-10-29\|112.34\|-9.11\|122.82\|123.00\|112.11\|296264;2026-10-30\|102.60\|-8.67\|106.30\|110.48\|102.56\|300593;2026-11-02\|102.44\|-0.16\|104.66\|105.24\|98.80\|307463;2026-11-03\|92.20\|-10.00\|100.00\|100.90\|92.20\|346311;2026-11-04\|98.23\|6.54\|90.42\|99.21\|86.59\|610579;2026-11-05\|97.29\|-0.96\|94.04\|101.25\|93.09\|449646;2026-11-06\|91.30\|-6.16\|91.37\|94.65\|87.86\|351828;2026-11-09\|93.35\|2.25\|94.00\|96.53\|90.80\|277651;2026-11-10\|94.48\|1.21\|97.88\|98.39\|94.06\|267076;2026-11-11\|103.93\|10.00\|95.34\|103.93\|94.87\|397870;2026-11-12\|103.28\|-0.63\|105.00\|112.00\|103.01\|537370
119845	MPO、FAU、CPO等行业新技术受关注	半导体石英+光纤概念+高纯石英砂行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据国金证券2026年6月5日研报，公司锚定半导体材料、光纤材料快车道，预计2026-2028年归母净利润分别为3. 4、7. 0、10.5亿元，同比+121%、+107%、+50%，半导体石英材料已通过国内外主流设备商认证。 2、据2026年5月27日互动易，公司高纯石英砂产品纯度已突破至5N4级别，为天然石英砂已知超高纯度水平；用该砂生产的石英材料已通过国内外重要客户认证并形成一定量订单。 3、据2026年5月1日业绩说明会，公司光纤业务产能利用率较高、订单情况良好；2026年一季报显示光纤半导体业务收入占比延续增长态势。 4、据2025年年度报告，公司是业界少数具备生产高纯石英砂和半导体、光纤用石英材料全产业链企业；年产6万吨高纯石英砂产线已投产，可灵活调配生产半导体、光纤等领域用砂。	国内石英制品行业的龙头企业；公司在光通讯行业的主营产品一直以石英延长管、石英棒、石英套管为主，为光纤预制棒及光纤拉丝工艺提供部分石英材料	2026-07-03\|69.25\|-3.89\|71.40\|73.43\|69.15\|256288;2026-07-06\|66.04\|-4.64\|69.99\|70.85\|65.15\|219183;2026-07-07\|64.91\|-1.71\|65.25\|66.80\|63.01\|162872;2026-07-08\|61.06\|-5.93\|64.90\|65.88\|60.71\|225355;2026-07-09\|67.17\|10.01\|62.28\|67.17\|62.25\|277630;2026-07-10\|65.50\|-2.49\|68.98\|71.17\|65.50\|262281;2026-07-13\|61.00\|-6.87\|65.10\|66.46\|60.60\|185572;2026-07-14\|61.92\|1.51\|61.30\|63.00\|58.68\|193519;2026-07-15\|57.30\|-7.46\|63.00\|63.63\|57.00\|203330;2026-07-16\|53.99\|-5.78\|55.55\|57.77\|53.49\|193107;2026-07-17\|49.89\|-7.59\|54.64\|54.64\|49.47\|229873;2026-07-20\|44.90\|-10.00\|51.13\|51.45\|44.90\|218477;2026-07-21\|48.97\|9.06\|45.43\|49.25\|40.88\|271366;2026-07-22\|47.59\|-2.82\|48.97\|50.16\|46.88\|208159;2026-07-23\|47.30\|-0.61\|48.54\|48.95\|46.77\|141359;2026-07-24\|46.44\|-1.82\|46.90\|48.20\|45.92\|127340;2026-07-27\|48.01\|3.38\|46.44\|48.12\|45.60\|132640;2026-07-28\|44.62\|-7.06\|47.00\|48.20\|44.06\|151342;2026-07-29\|43.57\|-2.35\|44.81\|45.88\|41.75\|172579;2026-07-30\|40.82\|-6.31\|43.07\|43.99\|40.22\|176029;2026-07-31\|41.98\|2.84\|43.48\|44.50\|41.92\|163596;2026-08-03\|40.88\|-2.62\|41.86\|42.29\|40.61\|140766;2026-08-04\|43.46\|6.31\|41.60\|43.87\|41.00\|151017;2026-08-05\|46.51\|7.02\|43.45\|46.97\|43.17\|199934;2026-08-06\|47.57\|2.28\|45.97\|48.18\|45.70\|180644;2026-08-07\|49.45\|3.95\|47.21\|49.90\|46.57\|206417;2026-08-10\|48.87\|-1.17\|49.72\|49.90\|47.85\|170248;2026-08-11\|48.60\|-0.55\|48.60\|49.76\|47.82\|110562;2026-08-12\|49.71\|2.28\|48.44\|50.45\|48.29\|119779;2026-08-13\|48.39\|-2.66\|50.44\|50.69\|48.34\|128579;2026-08-14\|49.54\|2.38\|48.74\|49.68\|48.47\|112374;2026-08-17\|51.18\|3.31\|49.96\|51.18\|49.60\|147237;2026-08-18\|51.50\|0.63\|51.28\|52.55\|50.39\|153445;2026-08-19\|47.45\|-7.86\|49.68\|50.45\|47.21\|142257;2026-08-20\|47.83\|0.80\|48.53\|48.84\|47.27\|94396;2026-08-21\|48.75\|1.92\|47.41\|49.58\|46.88\|93458;2026-08-24\|47.30\|-2.97\|47.90\|49.05\|46.03\|137484;2026-08-25\|46.70\|-1.27\|46.50\|47.60\|44.84\|111767;2026-08-26\|46.87\|0.36\|46.71\|47.49\|45.60\|99532;2026-08-27\|51.56\|10.01\|46.86\|51.56\|46.74\|208593;2026-08-28\|51.51\|-0.10\|52.43\|54.25\|51.43\|273547;2026-08-31\|51.10\|-0.80\|50.77\|51.66\|49.69\|172476;2026-09-01\|49.24\|-3.64\|51.02\|51.55\|48.90\|152270;2026-09-02\|48.05\|-2.42\|48.50\|48.86\|47.51\|104010;2026-09-03\|47.03\|-2.12\|50.20\|51.02\|46.33\|200132;2026-09-04\|44.98\|-4.36\|47.66\|48.30\|44.50\|176108;2026-09-07\|46.62\|3.65\|45.87\|47.06\|45.11\|159414;2026-09-08\|46.86\|0.51\|46.68\|48.78\|45.90\|162039;2026-09-09\|47.59\|1.56\|47.50\|49.81\|47.19\|178601;2026-09-10\|46.99\|-1.26\|46.88\|47.96\|46.51\|104626;2026-09-11\|46.88\|-0.23\|46.27\|47.08\|45.20\|119801;2026-09-14\|47.70\|1.75\|46.30\|47.89\|44.95\|132321;2026-09-15\|48.20\|1.05\|47.00\|48.95\|47.00\|136086;2026-09-16\|49.29\|2.26\|48.00\|49.75\|47.63\|164111;2026-09-17\|48.35\|-1.91\|49.00\|50.15\|48.28\|154040;2026-09-18\|49.66\|2.71\|49.13\|49.74\|48.01\|178126;2026-09-21\|50.75\|2.19\|49.99\|51.81\|49.70\|198927;2026-09-22\|49.31\|-2.84\|51.25\|51.50\|49.15\|178925;2026-09-23\|50.10\|1.60\|49.31\|50.63\|49.30\|128279;2026-09-24\|48.19\|-3.81\|49.70\|49.90\|48.17\|91162;2026-09-28\|44.35\|-7.97\|47.84\|47.87\|44.04\|139626;2026-09-29\|44.44\|0.20\|44.08\|44.78\|43.65\|86396;2026-09-30\|43.54\|-2.03\|44.99\|45.20\|43.44\|72085;2026-10-08\|41.52\|-4.64\|43.54\|43.90\|41.01\|100392;2026-10-09\|40.28\|-2.99\|41.02\|41.20\|38.40\|122553;2026-10-12\|38.92\|-3.38\|40.50\|40.50\|38.91\|74317;2026-10-13\|39.11\|0.49\|38.00\|39.53\|37.13\|108855;2026-10-14\|37.95\|-2.97\|39.10\|39.45\|37.80\|64503;2026-10-15\|36.16\|-4.72\|36.50\|36.93\|35.82\|113454;2026-10-16\|36.24\|0.22\|36.86\|37.15\|35.87\|84668;2026-10-19\|35.85\|-1.08\|35.88\|36.17\|34.46\|86110;2026-10-20\|36.82\|2.71\|35.61\|37.33\|35.40\|91076;2026-10-21\|36.75\|-0.19\|37.30\|37.95\|36.64\|72684;2026-10-22\|35.25\|-4.08\|36.76\|36.97\|35.11\|76399;2026-10-23\|36.17\|2.61\|34.50\|36.28\|32.97\|122088;2026-10-26\|35.07\|-3.04\|35.81\|36.35\|34.93\|78976;2026-10-27\|33.80\|-3.62\|35.54\|36.01\|33.79\|73102;2026-10-28\|34.72\|2.72\|34.34\|35.10\|33.80\|73097;2026-10-29\|33.31\|-4.06\|34.50\|34.88\|33.28\|72036;2026-10-30\|31.98\|-3.99\|32.14\|33.75\|31.69\|86822;2026-11-02\|32.85\|2.72\|32.32\|33.12\|31.77\|85396;2026-11-03\|31.88\|-2.95\|32.46\|33.39\|31.64\|77844;2026-11-04\|33.99\|6.62\|32.02\|34.25\|31.34\|125061;2026-11-05\|35.70\|5.03\|33.30\|36.50\|33.23\|130718;2026-11-06\|34.19\|-4.23\|33.69\|34.82\|33.69\|95916;2026-11-09\|34.28\|0.26\|34.86\|35.09\|34.16\|67756;2026-11-10\|34.76\|1.40\|34.88\|35.20\|34.57\|60113;2026-11-11\|35.37\|1.75\|34.52\|35.67\|34.40\|79827;2026-11-12\|34.89\|-1.36\|35.37\|36.37\|34.81\|87594
119844	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335;2026-11-09\|18.78\|0.48\|19.06\|19.15\|18.59\|265551;2026-11-10\|19.50\|3.83\|19.33\|19.88\|19.20\|315183;2026-11-11\|20.49\|5.08\|19.51\|20.56\|19.36\|350471;2026-11-12\|19.78\|-3.47\|20.49\|21.05\|19.76\|340520
119843	AI服务器订单持续释放	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440;2026-09-14\|225.00\|-1.74\|223.00\|228.30\|220.31\|157302;2026-09-15\|226.06\|0.47\|225.98\|233.15\|224.00\|209125;2026-09-16\|230.36\|1.90\|228.00\|233.00\|223.17\|274350;2026-09-17\|222.90\|-3.24\|229.50\|231.37\|222.58\|286438;2026-09-18\|227.05\|1.86\|228.66\|231.39\|223.16\|307661;2026-09-21\|248.00\|9.23\|232.23\|248.50\|229.60\|621210;2026-09-22\|242.10\|-2.38\|251.00\|252.00\|240.62\|469965;2026-09-23\|244.30\|0.91\|244.77\|249.90\|241.01\|314697;2026-09-24\|232.69\|-4.75\|241.00\|242.60\|232.61\|254955;2026-09-28\|213.50\|-8.25\|231.00\|231.49\|213.29\|271965;2026-09-29\|216.76\|1.53\|214.00\|219.30\|212.27\|180308;2026-09-30\|210.30\|-2.98\|217.66\|219.29\|208.43\|195198;2026-10-08\|206.23\|-1.94\|212.01\|218.50\|203.30\|218727;2026-10-09\|202.69\|-1.72\|204.00\|204.99\|190.05\|270229;2026-10-12\|196.78\|-2.92\|199.80\|203.93\|196.00\|159347;2026-10-13\|199.10\|1.18\|187.05\|202.78\|184.88\|259604;2026-10-14\|195.16\|-1.98\|199.11\|205.55\|194.90\|189083;2026-10-15\|186.00\|-4.69\|187.07\|192.88\|183.80\|268785;2026-10-16\|182.00\|-2.15\|191.00\|192.00\|180.25\|211852;2026-10-19\|176.85\|-2.83\|182.88\|183.82\|169.69\|243923;2026-10-20\|184.70\|4.44\|176.99\|192.50\|174.97\|290410;2026-10-21\|187.87\|1.72\|191.38\|192.86\|186.03\|231470;2026-10-22\|177.99\|-5.26\|187.88\|189.57\|177.99\|221357;2026-10-23\|183.48\|3.08\|172.10\|183.97\|166.00\|325687;2026-10-26\|188.01\|2.47\|180.00\|193.58\|177.60\|316703;2026-10-27\|174.09\|-7.40\|190.00\|190.90\|173.94\|251811;2026-10-28\|180.31\|3.57\|178.00\|182.97\|175.51\|233717;2026-10-29\|160.38\|-11.05\|177.01\|177.60\|160.30\|306690;2026-10-30\|139.04\|-13.31\|140.00\|152.00\|136.99\|604193;2026-11-02\|135.02\|-2.89\|139.71\|141.82\|129.58\|491131;2026-11-03\|122.71\|-9.12\|132.00\|134.99\|121.65\|456393;2026-11-04\|135.24\|10.21\|125.77\|135.99\|118.67\|539878;2026-11-05\|135.00\|-0.18\|128.01\|139.30\|128.01\|427765;2026-11-06\|124.31\|-7.92\|122.40\|126.80\|119.00\|381294;2026-11-09\|131.42\|5.72\|128.25\|137.48\|126.80\|430580;2026-11-10\|132.80\|1.05\|138.00\|138.90\|131.61\|330520;2026-11-11\|145.97\|9.92\|132.45\|148.32\|132.45\|510846;2026-11-12\|137.80\|-5.60\|142.26\|151.90\|137.31\|561147
119842	AI服务器订单持续释放	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707;2026-09-16\|124.20\|-1.34\|125.20\|127.98\|122.28\|210708;2026-09-17\|120.35\|-3.10\|124.00\|126.90\|119.50\|191642;2026-09-18\|121.20\|0.71\|122.80\|123.50\|117.51\|177087;2026-09-21\|120.86\|-0.28\|122.05\|125.00\|118.70\|176016;2026-09-22\|118.19\|-2.21\|122.78\|123.97\|117.18\|173907;2026-09-23\|119.00\|0.69\|118.18\|121.82\|117.51\|155491;2026-09-24\|114.08\|-4.13\|117.08\|119.60\|113.38\|151465;2026-09-28\|105.96\|-7.12\|113.51\|113.53\|105.18\|147074;2026-09-29\|110.50\|4.28\|105.29\|111.63\|105.00\|138145;2026-09-30\|108.00\|-2.26\|112.53\|112.70\|107.50\|78904;2026-10-08\|105.22\|-2.57\|108.04\|111.69\|103.70\|130490;2026-10-09\|101.20\|-3.82\|103.12\|103.69\|95.16\|166309;2026-10-12\|96.03\|-5.11\|99.80\|101.76\|95.88\|107317;2026-10-13\|100.62\|4.78\|92.00\|101.98\|91.00\|153346;2026-10-14\|99.86\|-0.76\|100.00\|103.73\|99.08\|120664;2026-10-15\|97.65\|-2.21\|94.71\|99.66\|94.70\|118627;2026-10-16\|95.25\|-2.46\|99.84\|99.84\|93.39\|112845;2026-10-19\|93.00\|-2.36\|94.00\|94.99\|89.13\|119062;2026-10-20\|93.10\|0.11\|92.04\|96.60\|91.52\|99518;2026-10-21\|93.24\|0.15\|94.50\|96.75\|92.78\|86878;2026-10-22\|86.45\|-7.28\|94.21\|94.50\|86.01\|141148;2026-10-23\|87.28\|0.96\|85.00\|87.68\|80.28\|137613;2026-10-26\|81.09\|-7.09\|86.10\|86.53\|80.05\|144750;2026-10-27\|77.55\|-4.37\|82.72\|84.18\|77.50\|105922;2026-10-28\|80.70\|4.06\|79.40\|81.99\|78.40\|129727;2026-10-29\|71.50\|-11.40\|79.51\|79.97\|71.28\|161945;2026-10-30\|65.33\|-8.63\|67.84\|70.77\|64.45\|208781;2026-11-02\|65.43\|0.15\|66.64\|67.60\|63.73\|159927;2026-11-03\|60.45\|-7.61\|64.13\|65.20\|59.58\|175410;2026-11-04\|68.59\|13.47\|61.65\|68.80\|59.97\|205428;2026-11-05\|67.25\|-1.95\|65.15\|69.75\|64.64\|184118;2026-11-06\|61.61\|-8.39\|62.88\|64.26\|60.00\|186098;2026-11-09\|62.81\|1.95\|62.83\|64.95\|60.83\|149337;2026-11-10\|64.58\|2.82\|66.00\|67.40\|64.33\|149129;2026-11-11\|69.98\|8.36\|64.17\|70.61\|64.09\|205557;2026-11-12\|70.47\|0.70\|69.55\|75.99\|69.01\|250562
119841	AI服务器订单持续释放	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969;2026-09-16\|127.80\|1.57\|126.49\|129.90\|124.06\|435413;2026-09-17\|123.48\|-3.38\|127.80\|129.36\|123.29\|444465;2026-09-18\|123.50\|0.02\|126.20\|126.66\|119.30\|589582;2026-09-21\|126.00\|2.02\|125.72\|127.60\|123.70\|443346;2026-09-22\|125.14\|-0.68\|128.00\|129.94\|124.66\|440094;2026-09-23\|128.10\|2.37\|124.66\|129.67\|124.11\|619438;2026-09-24\|124.05\|-3.16\|126.61\|128.00\|123.30\|379225;2026-09-28\|117.20\|-5.52\|123.00\|123.75\|116.23\|421237;2026-09-29\|119.07\|1.60\|117.30\|120.18\|115.69\|257705;2026-09-30\|115.93\|-2.64\|119.66\|120.08\|114.50\|303828;2026-10-08\|115.88\|-0.04\|117.50\|123.11\|115.00\|461386;2026-10-09\|112.29\|-3.10\|113.14\|113.50\|106.31\|532365;2026-10-12\|109.62\|-2.38\|110.90\|116.06\|109.10\|365200;2026-10-13\|115.90\|5.73\|104.98\|117.39\|104.58\|598065;2026-10-14\|115.00\|-0.78\|115.50\|119.29\|114.66\|453824;2026-10-15\|116.18\|1.03\|115.00\|118.89\|113.07\|752815;2026-10-16\|113.38\|-2.41\|117.00\|117.77\|110.10\|542044;2026-10-19\|111.75\|-1.44\|112.20\|114.20\|106.06\|453523;2026-10-20\|111.01\|-0.66\|111.87\|114.70\|109.35\|377634;2026-10-21\|114.97\|3.57\|114.26\|118.50\|113.63\|519300;2026-10-22\|106.96\|-6.97\|114.47\|114.97\|106.33\|589889;2026-10-23\|107.06\|0.09\|103.50\|107.95\|99.00\|581685;2026-10-26\|98.90\|-7.62\|104.00\|104.94\|97.84\|561875;2026-10-27\|99.20\|0.30\|100.90\|102.89\|99.17\|451342;2026-10-28\|104.57\|5.41\|102.00\|105.90\|101.70\|539951;2026-10-29\|94.11\|-10.00\|103.32\|103.32\|94.11\|569677;2026-10-30\|87.34\|-7.19\|88.83\|92.99\|85.22\|640442;2026-11-02\|86.05\|-1.48\|89.00\|89.30\|84.03\|638614;2026-11-03\|78.14\|-9.19\|83.47\|84.68\|77.45\|787648;2026-11-04\|85.95\|9.99\|78.20\|85.95\|76.30\|768996;2026-11-05\|81.00\|-5.76\|81.70\|84.83\|78.68\|1043716;2026-11-06\|73.21\|-9.62\|72.91\|76.26\|72.91\|792134;2026-11-09\|77.10\|5.31\|74.49\|79.80\|72.10\|841738;2026-11-10\|81.30\|5.45\|81.64\|84.47\|80.82\|689544;2026-11-11\|89.43\|10.00\|81.30\|89.43\|81.07\|803575;2026-11-12\|91.33\|2.12\|90.68\|96.07\|90.19\|903775
119840	AI服务器订单持续释放	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518;2026-11-09\|70.68\|0.27\|70.85\|73.39\|67.57\|944054;2026-11-10\|70.93\|0.35\|73.54\|75.58\|70.74\|1089547;2026-11-11\|76.88\|8.39\|69.14\|77.62\|69.10\|1403751;2026-11-12\|75.71\|-1.52\|76.70\|82.11\|75.37\|1250975
119839	AI服务器订单持续释放	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273;2026-09-15\|344.30\|4.55\|329.33\|359.00\|329.33\|73850;2026-09-16\|346.60\|0.67\|344.52\|349.00\|333.33\|55155;2026-09-17\|317.37\|-8.43\|344.00\|345.88\|316.30\|87672;2026-09-18\|316.31\|-0.33\|324.00\|325.00\|305.75\|78598;2026-09-21\|322.96\|2.10\|319.89\|330.00\|315.50\|61722;2026-09-22\|312.90\|-3.11\|327.00\|335.33\|308.86\|77569;2026-09-23\|309.50\|-1.09\|312.14\|317.63\|306.80\|52269;2026-09-24\|295.08\|-4.66\|306.34\|311.96\|294.40\|48212;2026-09-28\|275.40\|-6.67\|291.42\|295.00\|273.00\|43233;2026-09-29\|276.14\|0.27\|275.54\|279.97\|270.78\|36392;2026-09-30\|272.65\|-1.26\|279.02\|284.36\|271.57\|39756;2026-10-08\|276.86\|1.54\|280.83\|299.82\|272.05\|77155;2026-10-09\|257.60\|-6.96\|270.00\|274.00\|247.00\|68517;2026-10-12\|248.41\|-3.57\|255.72\|261.78\|248.00\|43061;2026-10-13\|263.00\|5.87\|242.00\|264.88\|236.01\|60561;2026-10-14\|270.80\|2.97\|269.00\|279.51\|266.96\|68854;2026-10-15\|269.00\|-0.66\|259.53\|279.49\|258.08\|59895;2026-10-16\|258.30\|-3.98\|277.00\|277.77\|255.00\|46550;2026-10-19\|256.00\|-0.89\|257.83\|262.00\|241.83\|45847;2026-10-20\|257.00\|0.39\|256.00\|263.98\|247.30\|40380;2026-10-21\|266.78\|3.81\|262.10\|273.98\|260.80\|50489;2026-10-22\|251.96\|-5.56\|268.19\|268.69\|251.00\|40785;2026-10-23\|244.10\|-3.12\|252.26\|255.81\|223.00\|77637;2026-10-26\|213.60\|-12.49\|235.00\|241.85\|211.50\|75571;2026-10-27\|212.26\|-0.63\|222.00\|227.88\|212.26\|53533;2026-10-28\|228.63\|7.71\|230.00\|235.00\|219.06\|82980;2026-10-29\|206.60\|-9.64\|224.07\|229.00\|206.08\|74385;2026-10-30\|190.76\|-7.67\|189.00\|206.46\|183.08\|76227;2026-11-02\|184.69\|-3.18\|197.99\|198.90\|182.32\|84761;2026-11-03\|158.97\|-13.93\|178.00\|182.98\|157.14\|103089;2026-11-04\|178.36\|12.20\|161.16\|180.48\|151.58\|118923;2026-11-05\|175.52\|-1.59\|170.01\|185.00\|169.20\|95729;2026-11-06\|165.00\|-5.99\|158.41\|168.68\|154.00\|87210;2026-11-09\|164.45\|-0.33\|168.30\|172.95\|156.10\|93262;2026-11-10\|165.37\|0.56\|172.48\|176.98\|164.57\|86502;2026-11-11\|185.98\|12.46\|166.00\|186.66\|165.51\|103121;2026-11-12\|178.45\|-4.05\|184.18\|194.44\|178.00\|104489
119838	AI服务器订单持续释放	涨停揭秘：英伟达Vera Rubin AI芯片量产方案敲定，公司PCB超快激光钻孔设备获IC载板客户首台订单并实现技术突破；涨停缘由：AI芯片量产催化上游设备需求；超快激光钻孔设备孔径更细、效率更快、精度更高，切入IC载板高壁垒环节；2025年PCB成型设备订单超9000万元；资金逻辑：主力资金大幅净流入，游资联动半导体设备与AI算力概念，板块情绪高涨带动资金快速聚集；风险提示：IC载板设备订单尚处早期放量阶段，业绩兑现存在季度滞后性，需关注下游扩产节奏变化	公司超快激光钻孔设备可满足M8、M9等规格的PCB精密钻孔需求，适用ABF、CBF等材料	2026-07-03\|103.41\|-2.47\|106.00\|108.47\|100.33\|69283;2026-07-06\|99.53\|-3.75\|104.10\|108.87\|98.68\|60591;2026-07-07\|95.91\|-3.64\|99.84\|99.99\|93.74\|60072;2026-07-08\|90.16\|-6.00\|96.57\|97.89\|90.00\|49930;2026-07-09\|99.44\|10.29\|91.78\|99.70\|91.78\|85207;2026-07-10\|95.31\|-4.15\|99.19\|103.66\|95.31\|71631;2026-07-13\|85.78\|-10.00\|95.99\|98.25\|85.55\|58138;2026-07-14\|89.40\|4.22\|88.00\|90.99\|85.09\|59944;2026-07-15\|83.64\|-6.44\|91.00\|94.18\|83.06\|54745;2026-07-16\|77.57\|-7.26\|84.00\|84.68\|76.50\|86153;2026-07-17\|67.40\|-13.11\|77.02\|78.77\|66.03\|103524;2026-07-20\|59.35\|-11.94\|72.12\|73.50\|57.20\|116435;2026-07-21\|66.32\|11.74\|60.39\|66.32\|51.35\|126086;2026-07-22\|65.33\|-1.49\|64.59\|68.80\|63.83\|81270;2026-07-23\|65.55\|0.34\|66.24\|69.49\|64.92\|80059;2026-07-24\|64.20\|-2.06\|65.30\|67.99\|63.70\|68075;2026-07-27\|65.81\|2.51\|65.35\|65.92\|62.03\|64963;2026-07-28\|61.69\|-6.26\|65.80\|68.66\|61.05\|80176;2026-07-29\|57.76\|-6.37\|61.49\|62.36\|54.64\|113196;2026-07-30\|51.32\|-11.15\|57.49\|57.75\|51.15\|92732;2026-07-31\|53.09\|3.45\|55.67\|59.12\|52.88\|102199;2026-08-03\|50.97\|-3.99\|53.20\|53.58\|50.19\|85863;2026-08-04\|56.20\|10.26\|51.40\|57.20\|50.35\|92304;2026-08-05\|60.90\|8.36\|55.64\|62.10\|55.64\|92568;2026-08-06\|65.25\|7.14\|59.90\|66.17\|59.40\|108673;2026-08-07\|69.35\|6.28\|65.26\|70.11\|63.50\|129260;2026-08-10\|66.85\|-3.60\|69.99\|72.72\|64.82\|112703;2026-08-11\|67.03\|0.27\|66.88\|68.66\|65.38\|84526;2026-08-12\|69.19\|3.22\|67.03\|70.68\|66.49\|75591;2026-08-13\|70.63\|2.08\|71.19\|74.30\|70.25\|114353;2026-08-14\|73.15\|3.57\|71.56\|73.76\|69.80\|93771;2026-08-17\|75.80\|3.62\|74.46\|75.80\|72.55\|86366;2026-08-18\|80.75\|6.53\|75.80\|83.97\|74.93\|140547;2026-08-19\|72.02\|-10.81\|78.00\|78.99\|71.46\|135285;2026-08-20\|77.33\|7.37\|73.85\|80.59\|70.88\|115834;2026-08-21\|75.80\|-1.98\|75.06\|77.61\|72.17\|101068;2026-08-24\|75.34\|-0.61\|75.44\|78.24\|72.90\|95717;2026-08-25\|75.00\|-0.45\|74.00\|77.87\|70.00\|100084;2026-08-26\|74.55\|-0.60\|77.02\|77.50\|72.32\|74095;2026-08-27\|81.83\|9.77\|75.50\|82.48\|74.69\|107903;2026-08-28\|79.05\|-3.40\|81.00\|83.79\|78.55\|76765;2026-08-31\|80.64\|2.01\|78.74\|81.57\|78.00\|83167;2026-09-01\|73.72\|-8.58\|81.01\|81.09\|73.50\|115412;2026-09-02\|72.59\|-1.53\|72.82\|74.80\|71.50\|78505;2026-09-03\|74.00\|1.94\|73.59\|75.09\|71.17\|71070;2026-09-04\|69.83\|-5.64\|74.22\|75.66\|69.17\|77146;2026-09-07\|73.99\|5.96\|70.34\|74.35\|69.60\|81005;2026-09-08\|72.70\|-1.74\|73.01\|75.50\|71.41\|59716;2026-09-09\|77.83\|7.06\|74.98\|80.59\|73.80\|125956;2026-09-10\|78.17\|0.44\|78.80\|80.87\|76.20\|119863;2026-09-11\|74.50\|-4.69\|76.33\|76.87\|69.84\|120163;2026-09-14\|86.22\|15.73\|72.50\|87.08\|71.38\|181741;2026-09-15\|83.30\|-3.39\|85.91\|87.40\|83.06\|106365;2026-09-16\|91.06\|9.32\|83.19\|91.48\|82.00\|146541;2026-09-17\|92.70\|1.80\|92.61\|93.99\|89.89\|142414;2026-09-18\|93.00\|0.32\|94.00\|95.14\|89.02\|135297;2026-09-21\|92.46\|-0.58\|94.01\|94.50\|90.00\|104070;2026-09-22\|88.43\|-4.36\|92.24\|93.40\|87.70\|115832;2026-09-23\|91.01\|2.92\|89.09\|94.60\|88.00\|120999;2026-09-24\|86.15\|-5.34\|90.67\|90.89\|85.00\|93376;2026-09-28\|81.15\|-5.80\|85.81\|87.47\|79.85\|81886;2026-09-29\|80.29\|-1.06\|79.85\|82.25\|79.11\|57345;2026-09-30\|76.38\|-4.87\|81.13\|81.70\|76.03\|61371;2026-10-08\|70.82\|-7.28\|76.55\|77.30\|69.90\|76807;2026-10-09\|67.49\|-4.70\|70.13\|70.48\|63.50\|78040;2026-10-12\|65.56\|-2.86\|67.01\|68.68\|65.02\|52682;2026-10-13\|67.28\|2.62\|63.68\|68.55\|62.00\|79284;2026-10-14\|63.90\|-5.02\|66.72\|67.66\|63.30\|52075;2026-10-15\|59.80\|-6.42\|60.82\|61.80\|59.06\|67463;2026-10-16\|58.11\|-2.83\|61.07\|61.32\|57.40\|60142;2026-10-19\|56.07\|-3.51\|57.81\|57.98\|53.18\|67842;2026-10-20\|60.02\|7.04\|55.90\|61.16\|55.00\|75594;2026-10-21\|59.03\|-1.65\|60.54\|61.57\|58.66\|56567;2026-10-22\|56.87\|-3.66\|59.18\|59.66\|55.96\|62917;2026-10-23\|57.62\|1.32\|55.20\|57.99\|51.83\|80966;2026-10-26\|56.65\|-1.68\|56.78\|58.65\|55.40\|64481;2026-10-27\|52.68\|-7.01\|56.09\|56.91\|52.60\|73650;2026-10-28\|55.03\|4.46\|53.74\|55.88\|52.47\|65526;2026-10-29\|51.76\|-5.94\|55.27\|55.80\|51.67\|50723;2026-10-30\|47.86\|-7.53\|49.00\|52.19\|47.80\|64062;2026-11-02\|50.73\|6.00\|48.78\|51.96\|47.53\|77305;2026-11-03\|46.06\|-9.21\|50.00\|50.00\|45.75\|65427;2026-11-04\|51.23\|11.22\|46.50\|51.56\|45.10\|81032;2026-11-05\|53.07\|3.59\|50.11\|55.37\|49.80\|87624;2026-11-06\|50.68\|-4.50\|49.54\|52.42\|49.11\|64543;2026-11-09\|51.51\|1.64\|52.00\|52.55\|50.68\|48535;2026-11-10\|52.37\|1.67\|53.01\|53.81\|52.23\|49610;2026-11-11\|55.88\|6.70\|52.02\|56.75\|51.97\|76062;2026-11-12\|58.81\|5.24\|58.23\|62.72\|57.75\|145642
119837	AI服务器订单持续释放	一季报增长+拟收购菲莱测试+半导体检测 1、据2026年4月29日公告，公司拟以发行股份、可转换公司债券及支付现金的方式购买上海菲莱测试技术有限公司100%股权，切入光电子器件、逻辑器件测试赛道，完善半导体检测布局。 2、据2026年4月29日公告，标的公司是国内光电子器件可靠性测试设备中覆盖最全面的企业之一，为国家级专精特新“小巨人”企业，在光电子器件、逻辑器件领域具备核心技术积累和优质客户资源。 3、据2026年4月29日公告，公司2026年第一季度实现营业收入2.96亿元，同比增长48.34%；实现归母净利润0.44亿元，同比增长24.98%。	国内领先的工业X射线智能检测装备及核心部件供应商；公司面向AI算力催生的高多层PCB、CPO、固态电池等场景研发的X射线智能检测设备已小规模出货	2026-07-03\|180.00\|5.88\|170.00\|187.11\|167.30\|92657;2026-07-06\|176.30\|-2.06\|185.60\|189.90\|168.68\|98452;2026-07-07\|169.12\|-4.07\|175.78\|175.99\|165.30\|60880;2026-07-08\|176.40\|4.30\|169.12\|183.83\|169.00\|78545;2026-07-09\|194.60\|10.32\|180.00\|195.92\|179.22\|110166;2026-07-10\|178.86\|-8.09\|199.05\|199.05\|176.00\|87218;2026-07-13\|159.25\|-10.96\|170.00\|178.99\|158.50\|76653;2026-07-14\|164.24\|3.13\|160.14\|166.69\|155.22\|55831;2026-07-15\|155.50\|-5.32\|167.33\|173.65\|154.01\|54976;2026-07-16\|142.50\|-8.36\|152.10\|159.00\|140.00\|72866;2026-07-17\|132.32\|-7.14\|143.00\|145.54\|131.45\|75419;2026-07-20\|118.00\|-10.82\|139.15\|140.96\|112.73\|114068;2026-07-21\|131.00\|11.02\|121.53\|132.50\|113.84\|92870;2026-07-22\|126.50\|-3.44\|130.99\|133.78\|125.12\|59278;2026-07-23\|123.74\|-2.18\|129.02\|129.98\|122.00\|40481;2026-07-24\|123.42\|-0.26\|124.25\|126.38\|121.30\|39551;2026-07-27\|130.74\|5.93\|123.42\|131.19\|122.60\|48869;2026-07-28\|119.21\|-8.82\|126.18\|130.67\|117.49\|53023;2026-07-29\|117.30\|-1.60\|116.67\|121.18\|110.51\|54015;2026-07-30\|102.52\|-12.60\|117.00\|118.00\|101.50\|76772;2026-07-31\|113.79\|10.99\|111.97\|121.71\|111.11\|77530;2026-08-03\|107.77\|-5.29\|113.00\|114.32\|105.88\|54480;2026-08-04\|120.28\|11.61\|108.00\|121.96\|107.20\|64946;2026-08-05\|127.68\|6.15\|118.98\|129.75\|116.80\|64207;2026-08-06\|128.19\|0.40\|125.00\|131.27\|124.66\|46850;2026-08-07\|136.65\|6.60\|126.77\|139.00\|125.68\|61582;2026-08-10\|132.27\|-3.21\|136.80\|138.83\|128.51\|52412;2026-08-11\|131.92\|-0.26\|132.25\|133.80\|127.68\|37719;2026-08-12\|135.00\|2.33\|132.31\|138.44\|131.55\|40883;2026-08-13\|138.70\|2.74\|137.53\|145.60\|136.00\|58521;2026-08-14\|143.78\|3.66\|141.34\|144.96\|138.80\|60148;2026-08-17\|147.06\|2.28\|143.78\|147.38\|140.20\|70947;2026-08-18\|150.23\|2.16\|149.33\|151.50\|144.49\|52162;2026-08-19\|133.00\|-11.47\|142.81\|145.67\|131.31\|71661;2026-08-20\|133.73\|0.55\|134.33\|138.00\|131.40\|51303;2026-08-21\|136.37\|1.97\|135.51\|140.27\|130.54\|46619;2026-08-24\|132.79\|-2.63\|136.00\|136.37\|128.36\|38808;2026-08-25\|134.03\|0.93\|130.44\|136.15\|126.10\|35719;2026-08-26\|132.41\|-1.21\|135.46\|138.96\|130.50\|34904;2026-08-27\|138.05\|4.26\|133.53\|139.50\|130.72\|37042;2026-08-28\|135.20\|-2.06\|137.01\|140.80\|134.80\|27005;2026-08-31\|137.00\|1.33\|131.56\|137.54\|131.11\|28776;2026-09-01\|130.94\|-4.42\|135.18\|137.27\|129.80\|27676;2026-09-02\|132.59\|1.26\|129.50\|133.88\|128.00\|29879;2026-09-03\|133.04\|0.34\|135.00\|136.22\|130.04\|28842;2026-09-04\|130.41\|-1.98\|136.00\|143.58\|129.49\|53920;2026-09-07\|141.66\|8.63\|130.66\|143.28\|130.66\|48810;2026-09-08\|142.84\|0.83\|142.89\|148.00\|139.69\|52262;2026-09-09\|142.18\|-0.46\|145.19\|148.80\|141.20\|35707;2026-09-10\|138.68\|-2.46\|142.96\|143.28\|138.58\|24572;2026-09-11\|134.85\|-2.76\|135.36\|137.92\|129.05\|40044;2026-09-14\|137.28\|1.80\|134.85\|141.49\|131.50\|29826;2026-09-15\|135.91\|-1.00\|135.50\|140.98\|135.50\|23794;2026-09-16\|143.85\|5.84\|138.00\|145.70\|134.22\|33206;2026-09-17\|141.20\|-1.84\|143.00\|145.88\|140.30\|25695;2026-09-18\|146.97\|4.09\|144.00\|149.38\|140.76\|38587;2026-09-21\|148.00\|0.70\|147.95\|153.00\|145.00\|46127;2026-09-22\|145.00\|-2.03\|151.18\|154.28\|144.44\|47707;2026-09-23\|148.16\|2.18\|145.22\|151.00\|145.00\|30517;2026-09-24\|138.50\|-6.52\|147.86\|147.86\|138.11\|35106;2026-09-28\|126.60\|-8.59\|137.90\|137.90\|125.20\|47576;2026-09-29\|129.80\|2.53\|127.00\|132.00\|126.81\|29159;2026-09-30\|124.56\|-4.04\|131.00\|133.38\|124.00\|31661;2026-10-08\|119.33\|-4.20\|125.72\|129.00\|118.00\|42369;2026-10-09\|115.93\|-2.85\|119.00\|119.00\|106.60\|56808;2026-10-12\|112.45\|-3.00\|115.80\|117.18\|112.00\|37240;2026-10-13\|113.28\|0.74\|106.97\|114.64\|103.45\|42754;2026-10-14\|113.00\|-0.25\|115.00\|117.81\|112.00\|34900;2026-10-15\|106.46\|-5.79\|109.60\|110.00\|105.20\|30098;2026-10-16\|104.61\|-1.74\|109.99\|110.80\|103.00\|30308;2026-10-19\|101.05\|-3.40\|104.00\|106.47\|97.30\|44667;2026-10-20\|104.42\|3.33\|102.00\|108.50\|98.70\|41497;2026-10-21\|104.40\|-0.02\|104.50\|107.69\|103.81\|29898;2026-10-22\|95.76\|-8.28\|104.40\|106.58\|95.23\|47611;2026-10-23\|96.70\|0.98\|92.89\|97.50\|85.30\|79006;2026-10-26\|93.21\|-3.61\|96.65\|96.70\|90.00\|49552;2026-10-27\|87.61\|-6.01\|94.70\|95.59\|87.61\|38098;2026-10-28\|93.75\|7.01\|89.37\|94.00\|88.80\|54557;2026-10-29\|83.20\|-11.25\|91.88\|91.88\|83.10\|61797;2026-10-30\|76.50\|-8.05\|80.36\|82.64\|76.35\|53549;2026-11-02\|79.66\|4.13\|78.03\|81.18\|74.86\|65123;2026-11-03\|72.05\|-9.55\|78.99\|78.99\|70.75\|58019;2026-11-04\|80.44\|11.64\|72.80\|81.00\|69.66\|79338;2026-11-05\|81.23\|0.98\|78.16\|84.46\|77.34\|65722;2026-11-06\|76.86\|-5.38\|75.82\|79.30\|73.00\|53195;2026-11-09\|76.49\|-0.48\|78.45\|78.78\|75.00\|39787;2026-11-10\|77.40\|1.19\|79.20\|82.00\|77.02\|48724;2026-11-11\|84.20\|8.79\|78.02\|84.82\|76.62\|58869;2026-11-12\|82.45\|-2.08\|85.04\|88.50\|82.00\|63017
119836	AI服务器订单持续释放	涨停揭秘：长联科技6月22日涨停，PCB干膜价格随上游建滔积层板再度涨价而上调，下游消费电子复苏带动订单回暖。；涨停缘由：PCB干膜为线路板关键辅材，建滔积层板6月宣布新一轮涨价，带动干膜采购成本转嫁及单价提升；AI PC及折叠屏手机拉动高端PCB需求，公司客户订单排期至Q3。；资金逻辑：主力资金低位回补，叠加PCB板块估值处于历史低位，资金提前布局电子周期拐点，成交额环比增长超60%。；风险提示：PCB行业整体产能过剩压力未根本缓解，价格弹性可持续性存疑；下游消费电子复苏力度低于预期将压制订单增速；原材料环氧树脂价格波动影响毛利。	公司产品包括PCB干膜，主要用于线路板领域	2026-07-03\|44.60\|-6.28\|48.15\|48.15\|44.51\|32485;2026-07-06\|41.17\|-7.69\|44.39\|44.81\|41.00\|35649;2026-07-07\|39.02\|-5.22\|41.20\|41.50\|38.01\|30429;2026-07-08\|36.90\|-5.43\|39.47\|39.47\|36.61\|24127;2026-07-09\|41.77\|13.20\|37.01\|43.30\|37.00\|62106;2026-07-10\|42.57\|1.92\|42.27\|44.44\|41.48\|38862;2026-07-13\|40.10\|-5.80\|42.99\|42.99\|40.02\|25114;2026-07-14\|41.59\|3.72\|40.48\|42.30\|40.10\|26517;2026-07-15\|41.20\|-0.94\|41.45\|41.45\|39.69\|22147;2026-07-16\|41.10\|-0.24\|41.09\|41.88\|40.46\|16431;2026-07-17\|38.50\|-6.33\|41.09\|41.75\|38.30\|22634;2026-07-20\|33.96\|-11.79\|38.98\|39.18\|33.48\|36522;2026-07-21\|33.08\|-2.59\|34.18\|34.66\|31.06\|25202;2026-07-22\|32.17\|-2.75\|33.28\|33.48\|32.02\|15754;2026-07-23\|32.82\|2.02\|31.88\|32.82\|31.84\|12848;2026-07-24\|30.80\|-6.15\|32.43\|32.52\|30.80\|16675;2026-07-27\|31.50\|2.27\|30.60\|31.63\|30.00\|15478;2026-07-28\|30.85\|-2.06\|31.04\|31.76\|30.70\|14574;2026-07-29\|30.80\|-0.16\|30.79\|30.96\|30.08\|16222;2026-07-30\|30.07\|-2.37\|30.48\|30.83\|29.60\|20173;2026-07-31\|31.51\|4.79\|30.35\|32.46\|30.35\|23894;2026-08-03\|31.96\|1.43\|31.51\|32.15\|31.40\|10783;2026-08-04\|32.82\|2.69\|31.98\|32.86\|31.98\|13598;2026-08-05\|33.62\|2.44\|32.76\|34.27\|32.55\|18246;2026-08-06\|33.39\|-0.68\|33.11\|33.78\|32.94\|11930;2026-08-07\|33.81\|1.26\|33.21\|34.04\|32.70\|13259;2026-08-10\|33.36\|-1.33\|33.80\|33.85\|33.15\|10623;2026-08-11\|33.02\|-1.02\|33.50\|33.65\|32.76\|8137;2026-08-12\|33.07\|0.15\|33.02\|33.19\|32.86\|9196;2026-08-13\|32.94\|-0.39\|33.10\|33.99\|32.77\|12823;2026-08-14\|33.40\|1.40\|33.00\|33.49\|32.61\|10985;2026-08-17\|34.18\|2.34\|33.50\|34.18\|32.95\|14542;2026-08-18\|33.55\|-1.84\|34.80\|34.90\|33.21\|13751;2026-08-19\|36.20\|7.90\|33.44\|37.90\|32.87\|61488;2026-08-20\|34.39\|-5.00\|35.06\|35.52\|33.50\|45638;2026-08-21\|33.20\|-3.46\|33.50\|33.77\|31.88\|24596;2026-08-24\|32.05\|-3.46\|33.13\|33.99\|31.76\|19161;2026-08-25\|32.39\|1.06\|32.01\|32.59\|31.51\|13302;2026-08-26\|32.24\|-0.46\|32.38\|32.52\|31.86\|10708;2026-08-27\|32.79\|1.71\|32.30\|32.90\|31.95\|14449;2026-08-28\|32.64\|-0.46\|32.88\|33.23\|32.55\|13237;2026-08-31\|32.88\|0.74\|32.61\|33.20\|32.09\|11429;2026-09-01\|32.94\|0.18\|32.89\|33.21\|32.64\|10880;2026-09-02\|32.51\|-1.31\|32.55\|32.94\|32.23\|11219;2026-09-03\|32.08\|-1.32\|32.65\|33.16\|32.02\|9498;2026-09-04\|31.49\|-1.84\|32.20\|32.49\|31.40\|11029;2026-09-07\|31.66\|0.54\|31.52\|31.89\|31.23\|6707;2026-09-08\|31.35\|-0.98\|31.80\|31.80\|31.15\|9923;2026-09-09\|30.97\|-1.21\|31.35\|31.47\|30.81\|7998;2026-09-10\|30.39\|-1.87\|30.90\|30.93\|30.36\|7114;2026-09-11\|29.75\|-2.11\|30.33\|30.49\|29.40\|8421;2026-09-14\|30.13\|1.28\|29.75\|30.47\|29.63\|8497;2026-09-15\|29.89\|-0.80\|30.20\|30.58\|29.86\|8109;2026-09-16\|30.52\|2.11\|30.07\|30.57\|29.74\|9434;2026-09-17\|30.20\|-1.05\|30.35\|30.63\|30.07\|6338;2026-09-18\|30.94\|2.45\|30.34\|31.28\|30.33\|11465;2026-09-21\|31.15\|0.68\|30.66\|31.28\|30.65\|9269;2026-09-22\|31.27\|0.39\|31.39\|31.52\|31.12\|8871;2026-09-23\|31.28\|0.03\|31.27\|31.50\|31.02\|5456;2026-09-24\|30.76\|-1.41\|31.21\|31.24\|30.70\|6423;2026-09-28\|30.03\|-2.37\|30.70\|31.32\|29.92\|6685;2026-09-29\|30.34\|1.03\|29.80\|30.86\|29.80\|6235;2026-09-30\|29.88\|-1.52\|30.31\|30.65\|29.81\|6304;2026-10-08\|30.49\|2.04\|29.90\|31.22\|29.85\|11425;2026-10-09\|30.56\|0.23\|30.47\|30.76\|29.58\|11968;2026-10-12\|30.12\|-1.44\|30.56\|30.76\|30.01\|6479;2026-10-13\|30.56\|1.46\|29.99\|30.60\|29.22\|10109;2026-10-14\|29.45\|-3.63\|30.28\|30.89\|29.43\|10724;2026-10-15\|28.50\|-3.23\|28.96\|29.26\|28.50\|9318;2026-10-16\|28.64\|0.49\|28.88\|29.12\|28.43\|6652;2026-10-19\|29.05\|1.43\|28.33\|29.08\|28.22\|6513;2026-10-20\|29.52\|1.62\|29.00\|29.79\|28.88\|8774;2026-10-21\|29.51\|-0.03\|30.06\|30.06\|29.05\|6181;2026-10-22\|28.52\|-3.35\|29.00\|29.51\|28.50\|6855;2026-10-23\|28.94\|1.47\|28.28\|29.13\|27.39\|11048;2026-10-26\|28.03\|-3.14\|28.65\|28.89\|28.01\|9226;2026-10-27\|27.45\|-2.07\|28.30\|28.55\|27.45\|7805;2026-10-28\|28.01\|2.04\|27.63\|28.21\|27.46\|7140;2026-10-29\|27.29\|-2.57\|28.00\|28.00\|27.29\|6765;2026-10-30\|26.33\|-3.52\|27.00\|27.35\|26.26\|7469;2026-11-02\|26.85\|1.97\|26.58\|26.96\|26.01\|8833;2026-11-03\|26.73\|-0.45\|26.85\|27.26\|26.41\|8730;2026-11-04\|27.15\|1.57\|26.65\|27.18\|26.36\|8999;2026-11-05\|27.66\|1.88\|27.20\|27.73\|27.00\|9318;2026-11-06\|27.38\|-1.01\|27.15\|27.47\|26.85\|8098;2026-11-09\|27.00\|-1.39\|27.59\|27.70\|26.99\|5692;2026-11-10\|27.36\|1.33\|27.16\|27.57\|27.16\|7557;2026-11-11\|27.79\|1.57\|27.24\|27.81\|27.24\|6998;2026-11-12\|31.70\|14.07\|27.74\|31.98\|27.65\|67858
119835	AI服务器订单持续释放	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633;2026-11-05\|89.10\|-5.54\|87.80\|92.28\|85.46\|1806274;2026-11-06\|80.19\|-10.00\|80.19\|82.87\|80.19\|1524313;2026-11-09\|81.49\|1.62\|81.63\|84.19\|78.00\|1310891;2026-11-10\|83.69\|2.70\|86.00\|87.00\|83.27\|1239322;2026-11-11\|92.06\|10.00\|84.78\|92.06\|84.46\|1430002;2026-11-12\|93.69\|1.77\|94.10\|100.86\|93.13\|1895666
119834	AI服务器订单持续释放	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424;2026-09-15\|389.72\|0.15\|390.06\|404.50\|388.17\|75943;2026-09-16\|392.50\|0.71\|391.84\|400.51\|384.57\|74723;2026-09-17\|383.68\|-2.25\|394.46\|397.27\|382.26\|72452;2026-09-18\|384.50\|0.21\|389.01\|391.90\|368.50\|97625;2026-09-21\|395.02\|2.74\|392.19\|405.55\|390.08\|77832;2026-09-22\|400.00\|1.26\|410.00\|422.88\|398.10\|94067;2026-09-23\|414.77\|3.69\|399.02\|424.04\|398.03\|108665;2026-09-24\|394.50\|-4.89\|414.77\|415.92\|392.32\|69492;2026-09-28\|370.98\|-5.96\|390.21\|393.50\|368.83\|76664;2026-09-29\|375.60\|1.25\|371.07\|378.57\|365.01\|59659;2026-09-30\|373.01\|-0.69\|378.00\|379.98\|367.70\|54175;2026-10-08\|368.02\|-1.34\|379.07\|393.53\|363.98\|89808;2026-10-09\|347.25\|-5.64\|360.01\|361.45\|331.32\|109839;2026-10-12\|327.78\|-5.61\|345.00\|353.53\|326.00\|84120;2026-10-13\|337.24\|2.89\|315.01\|340.55\|309.24\|84255;2026-10-14\|337.00\|-0.07\|337.01\|353.39\|333.99\|86487;2026-10-15\|318.80\|-5.40\|335.14\|335.17\|316.00\|85364;2026-10-16\|309.99\|-2.76\|322.32\|326.80\|306.00\|100870;2026-10-19\|302.17\|-2.52\|307.07\|309.00\|289.00\|99362;2026-10-20\|300.99\|-0.39\|300.12\|311.99\|294.71\|72473;2026-10-21\|305.60\|1.53\|304.00\|314.23\|302.00\|78996;2026-10-22\|284.30\|-6.97\|305.74\|307.28\|283.00\|87845;2026-10-23\|282.98\|-0.46\|275.00\|285.00\|262.65\|123991;2026-10-26\|267.51\|-5.47\|280.95\|280.95\|265.10\|110890;2026-10-27\|260.01\|-2.80\|275.55\|277.00\|258.88\|65802;2026-10-28\|280.04\|7.70\|265.00\|281.00\|263.88\|105136;2026-10-29\|253.80\|-9.37\|274.06\|277.00\|253.50\|91557;2026-10-30\|233.00\|-8.20\|243.28\|247.97\|232.30\|106200;2026-11-02\|227.88\|-2.20\|235.00\|236.90\|225.50\|112311;2026-11-03\|205.09\|-10.00\|221.51\|222.00\|205.09\|136269;2026-11-04\|225.60\|10.00\|207.03\|225.60\|200.61\|152960;2026-11-05\|216.00\|-4.26\|220.58\|225.70\|211.33\|150606;2026-11-06\|199.92\|-7.44\|196.06\|206.06\|194.40\|160067;2026-11-09\|203.50\|1.79\|205.00\|210.81\|194.05\|118852;2026-11-10\|208.20\|2.31\|213.17\|215.99\|207.07\|103255;2026-11-11\|229.02\|10.00\|208.17\|229.02\|208.17\|128869;2026-11-12\|231.34\|1.01\|231.87\|246.00\|229.79\|181224
119833	AI服务器订单持续释放	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370;2026-09-14\|18.79\|10.01\|16.15\|18.79\|16.13\|1487234;2026-09-15\|18.60\|-1.01\|18.78\|19.79\|18.41\|2055970;2026-09-16\|19.65\|5.65\|18.60\|20.00\|18.60\|1849575;2026-09-17\|20.48\|4.22\|19.64\|21.60\|19.10\|1814217;2026-09-18\|19.89\|-2.88\|20.29\|20.49\|18.78\|1590904;2026-09-21\|19.46\|-2.16\|19.35\|19.89\|19.01\|1338969;2026-09-22\|18.88\|-2.98\|19.66\|19.68\|18.68\|1138150;2026-09-23\|18.60\|-1.48\|18.87\|19.27\|18.30\|846029;2026-09-24\|19.22\|3.33\|18.68\|20.00\|18.68\|1732701;2026-09-28\|17.30\|-9.99\|18.39\|18.98\|17.30\|1107770;2026-09-29\|17.90\|3.47\|16.69\|18.30\|16.68\|1026353;2026-09-30\|16.88\|-5.70\|18.01\|18.02\|16.85\|757147;2026-10-08\|16.40\|-2.84\|16.96\|17.47\|16.23\|581452;2026-10-09\|15.71\|-4.21\|16.01\|16.15\|14.79\|715465;2026-10-12\|14.94\|-4.90\|15.56\|15.65\|14.92\|433775;2026-10-13\|16.43\|9.97\|14.50\|16.43\|14.06\|820669;2026-10-14\|16.55\|0.73\|17.15\|17.49\|16.38\|1352494;2026-10-15\|16.08\|-2.84\|16.49\|17.07\|15.68\|1202937;2026-10-16\|15.39\|-4.29\|16.11\|16.40\|15.20\|898072;2026-10-19\|15.47\|0.52\|15.26\|15.69\|14.10\|749937;2026-10-20\|15.55\|0.52\|15.38\|16.17\|14.94\|734643;2026-10-21\|15.38\|-1.09\|15.70\|15.82\|15.17\|556328;2026-10-22\|14.53\|-5.53\|15.37\|15.51\|14.45\|544197;2026-10-23\|13.77\|-5.23\|13.08\|13.88\|13.08\|882573;2026-10-26\|12.94\|-6.03\|13.36\|13.50\|12.91\|596009;2026-10-27\|12.37\|-4.40\|13.17\|13.28\|12.36\|396111;2026-10-28\|12.80\|3.48\|12.74\|12.97\|12.40\|496205;2026-10-29\|11.89\|-7.11\|12.65\|12.78\|11.80\|442605;2026-10-30\|11.66\|-1.93\|11.46\|12.55\|11.16\|634716;2026-11-02\|12.05\|3.34\|11.86\|12.40\|11.38\|582872;2026-11-03\|11.53\|-4.32\|11.86\|12.38\|11.46\|523908;2026-11-04\|12.05\|4.51\|11.61\|12.13\|11.07\|688141;2026-11-05\|12.29\|1.99\|11.70\|12.50\|11.70\|667897;2026-11-06\|11.82\|-3.82\|11.75\|12.07\|11.41\|426475;2026-11-09\|12.27\|3.81\|12.04\|12.56\|11.93\|580194;2026-11-10\|12.41\|1.14\|12.65\|12.65\|12.30\|495190;2026-11-11\|12.71\|2.42\|12.34\|12.80\|12.29\|558199;2026-11-12\|12.39\|-2.52\|12.63\|13.05\|12.37\|545614
119832	AI服务器订单持续释放	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	1、公司预计2026年半年度净利润同比增长468.71%-559.71%，因“子公司金宝电子覆铜板及电子铜箔业务扭亏为盈，产品销量及销售价格持续上升”； 2、公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|231831;2026-09-10\|50.35\|5.96\|46.51\|52.27\|46.51\|479496;2026-09-11\|50.00\|-0.70\|48.50\|51.20\|46.20\|481398;2026-09-14\|54.00\|8.00\|47.91\|55.00\|46.81\|550510;2026-09-15\|54.20\|0.37\|53.95\|56.50\|53.60\|435608;2026-09-16\|55.83\|3.01\|54.76\|56.66\|52.50\|396011;2026-09-17\|54.19\|-2.94\|55.66\|56.18\|53.82\|308734;2026-09-18\|54.24\|0.09\|55.40\|55.89\|53.20\|241970;2026-09-21\|54.11\|-0.24\|54.27\|54.88\|53.03\|205418;2026-09-22\|53.33\|-1.44\|54.77\|55.45\|53.00\|182835;2026-09-23\|53.45\|0.23\|53.02\|54.50\|52.88\|170296;2026-09-24\|49.88\|-6.68\|52.94\|53.28\|49.80\|196346;2026-09-28\|46.42\|-6.94\|49.63\|49.76\|45.62\|173264;2026-09-29\|46.59\|0.37\|45.90\|47.48\|45.58\|117923;2026-09-30\|44.39\|-4.72\|47.15\|47.15\|44.20\|118899;2026-10-08\|43.45\|-2.12\|44.20\|45.73\|43.00\|108180;2026-10-09\|42.03\|-3.27\|43.45\|43.45\|39.51\|141677;2026-10-12\|40.10\|-4.59\|42.01\|42.01\|40.00\|85139;2026-10-13\|41.64\|3.84\|39.19\|43.50\|37.92\|214908;2026-10-14\|45.80\|9.99\|45.80\|45.80\|45.80\|48223;2026-10-15\|46.73\|2.03\|48.00\|49.95\|44.16\|490039;2026-10-16\|42.06\|-9.99\|46.27\|46.85\|42.06\|356308;2026-10-19\|41.66\|-0.95\|40.81\|42.18\|38.88\|297276;2026-10-20\|41.77\|0.26\|40.89\|43.60\|40.50\|236574;2026-10-21\|41.38\|-0.93\|42.13\|42.80\|41.10\|180215;2026-10-22\|38.37\|-7.27\|41.38\|41.46\|38.20\|173576;2026-10-23\|38.39\|0.05\|37.49\|38.75\|35.14\|208517;2026-10-26\|35.12\|-8.52\|37.23\|37.39\|34.98\|183565;2026-10-27\|34.10\|-2.90\|36.55\|38.60\|33.88\|245079;2026-10-28\|35.54\|4.22\|36.15\|37.00\|34.39\|303323;2026-10-29\|33.01\|-7.12\|34.58\|36.21\|33.00\|236087;2026-10-30\|32.74\|-0.82\|31.46\|34.95\|30.71\|261002;2026-11-02\|33.17\|1.31\|33.43\|34.19\|31.79\|218586;2026-11-03\|30.49\|-8.08\|32.51\|33.04\|30.10\|236147;2026-11-04\|33.05\|8.40\|30.44\|33.18\|29.34\|276578;2026-11-05\|32.94\|-0.33\|31.68\|33.73\|31.59\|255716;2026-11-06\|31.70\|-3.76\|31.00\|32.48\|30.31\|182790;2026-11-09\|32.31\|1.92\|32.15\|33.48\|31.47\|176024;2026-11-10\|32.50\|0.59\|33.33\|33.80\|32.32\|146256;2026-11-11\|34.30\|5.54\|32.40\|34.60\|32.32\|224127;2026-11-12\|33.15\|-3.35\|34.02\|35.35\|33.10\|197152
119831	AI服务器订单持续释放	PCB涨价+Mini/MicroLED+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据人民财讯2026年6月15日报道，受原材料覆铜板价格持续大幅上涨影响，木林森全资子公司新余木林森电子有限公司决定自2026年6月12日起，对全线PCB产品价格上调20%。 2、据2026年5月19日投资者关系活动记录表，公司MiniLED已实现规模化量产并批量供货，MicroLED完成技术平台搭建，未来重点发展Mini/MicroLED、光通信与光互连等创新产业。 3、据2026年4月28日公告，公司2026年一季报实现营收47.20亿元，同比增长21.45%；实现归母净利润4.19亿元，同比增长193.26%。	子公司对全线PCB产品价格上调20%	2026-07-03\|11.96\|0.50\|11.90\|12.39\|11.30\|922906;2026-07-06\|11.63\|-2.76\|12.13\|12.23\|11.35\|682990;2026-07-07\|12.15\|4.47\|11.52\|12.52\|11.41\|1148978;2026-07-08\|11.56\|-4.86\|12.23\|12.36\|11.37\|932574;2026-07-09\|12.72\|10.03\|12.10\|12.72\|12.03\|490737;2026-07-10\|12.84\|0.94\|13.66\|13.98\|12.76\|1883254;2026-07-13\|11.56\|-9.97\|12.45\|13.28\|11.56\|1246435;2026-07-14\|12.28\|6.23\|11.31\|12.34\|10.95\|1284672;2026-07-15\|11.95\|-2.69\|12.45\|12.65\|11.45\|1071455;2026-07-16\|11.65\|-2.51\|11.67\|12.24\|11.43\|1021727;2026-07-17\|10.59\|-9.10\|11.47\|11.79\|10.55\|1079872;2026-07-20\|9.93\|-6.23\|10.85\|10.92\|9.63\|1010114;2026-07-21\|10.92\|9.97\|10.10\|10.92\|9.85\|907513;2026-07-22\|10.95\|0.27\|10.93\|11.48\|10.92\|1092242;2026-07-23\|10.66\|-2.65\|11.17\|11.17\|10.52\|623459;2026-07-24\|10.55\|-1.03\|10.45\|10.87\|10.37\|504785;2026-07-27\|10.97\|3.98\|10.48\|11.05\|10.21\|594164;2026-07-28\|10.63\|-3.10\|10.69\|11.23\|10.60\|649723;2026-07-29\|10.55\|-0.75\|10.67\|10.71\|10.15\|689322;2026-07-30\|10.11\|-4.17\|10.52\|10.78\|10.01\|602025;2026-07-31\|10.18\|0.69\|10.60\|10.74\|10.13\|713235;2026-08-03\|9.88\|-2.95\|10.01\|10.08\|9.81\|518238;2026-08-04\|10.15\|2.73\|9.95\|10.22\|9.90\|445412;2026-08-05\|10.69\|5.32\|9.99\|10.94\|9.94\|855058;2026-08-06\|10.98\|2.71\|10.55\|11.03\|10.48\|694740;2026-08-07\|11.43\|4.10\|10.97\|11.48\|10.90\|743190;2026-08-10\|11.17\|-2.27\|11.49\|11.52\|10.98\|583235;2026-08-11\|11.13\|-0.36\|11.10\|11.42\|11.09\|428694;2026-08-12\|11.66\|4.76\|11.15\|11.84\|11.14\|767624;2026-08-13\|11.66\|0.00\|11.94\|12.34\|11.66\|876755;2026-08-14\|11.75\|0.77\|11.89\|11.92\|11.51\|495498;2026-08-17\|11.92\|1.45\|11.89\|11.95\|11.63\|480669;2026-08-18\|11.77\|-1.26\|11.85\|12.03\|11.60\|449677;2026-08-19\|11.09\|-5.78\|11.49\|11.87\|11.02\|601114;2026-08-20\|11.05\|-0.36\|11.24\|11.29\|10.94\|411146;2026-08-21\|11.36\|2.81\|10.95\|11.48\|10.81\|530866;2026-08-24\|11.25\|-0.97\|11.36\|11.51\|11.00\|486795;2026-08-25\|11.20\|-0.44\|11.06\|11.25\|10.87\|343011;2026-08-26\|11.10\|-0.89\|11.20\|11.25\|10.98\|314932;2026-08-27\|11.96\|7.75\|11.18\|12.01\|11.11\|741284;2026-08-28\|11.65\|-2.59\|11.80\|11.97\|11.64\|647382;2026-08-31\|11.88\|1.97\|11.48\|11.98\|11.38\|522864;2026-09-01\|11.49\|-3.28\|11.88\|11.88\|11.40\|511598;2026-09-02\|11.03\|-4.00\|11.28\|11.30\|10.90\|500934;2026-09-03\|11.14\|1.00\|11.10\|11.22\|10.78\|466907;2026-09-04\|10.76\|-3.41\|11.19\|11.42\|10.66\|588674;2026-09-07\|11.19\|4.00\|10.91\|11.21\|10.80\|528913;2026-09-08\|11.00\|-1.70\|11.21\|11.30\|10.97\|395485;2026-09-09\|11.30\|2.73\|11.05\|11.44\|11.00\|515711;2026-09-10\|11.09\|-1.86\|11.29\|11.38\|11.03\|328286;2026-09-11\|11.14\|0.45\|10.92\|11.15\|10.66\|484331;2026-09-14\|11.92\|7.00\|10.99\|11.98\|10.82\|1049811;2026-09-15\|11.86\|-0.50\|11.93\|12.04\|11.80\|577328;2026-09-16\|12.38\|4.38\|11.97\|12.45\|11.77\|745500;2026-09-17\|12.30\|-0.65\|12.30\|12.52\|12.28\|588789;2026-09-18\|12.23\|-0.57\|12.41\|12.46\|12.15\|499722;2026-09-21\|12.32\|0.74\|12.31\|12.45\|12.19\|413772;2026-09-22\|12.50\|1.46\|12.48\|12.67\|12.32\|441681;2026-09-23\|12.42\|-0.64\|12.59\|12.59\|12.20\|377890;2026-09-24\|11.87\|-4.43\|12.27\|12.32\|11.80\|434812;2026-09-28\|11.29\|-4.89\|11.85\|11.91\|11.24\|430909;2026-09-29\|11.87\|5.14\|11.25\|12.04\|11.11\|557610;2026-09-30\|11.56\|-2.61\|12.01\|12.04\|11.55\|358629;2026-10-08\|11.09\|-4.07\|11.57\|11.83\|11.01\|446057;2026-10-09\|11.08\|-0.09\|11.00\|11.13\|10.30\|749752;2026-10-12\|10.97\|-0.99\|11.05\|11.33\|10.85\|497446;2026-10-13\|11.38\|3.74\|10.76\|11.50\|10.70\|625952;2026-10-14\|11.07\|-2.72\|11.35\|11.38\|11.05\|308115;2026-10-15\|10.46\|-5.51\|10.78\|10.89\|10.40\|485744;2026-10-16\|10.31\|-1.43\|10.65\|10.67\|10.16\|393693;2026-10-19\|10.23\|-0.78\|10.25\|10.47\|10.11\|305278;2026-10-20\|10.33\|0.98\|10.19\|10.52\|10.09\|305294;2026-10-21\|10.62\|2.81\|10.38\|10.79\|10.32\|417018;2026-10-22\|10.72\|0.94\|10.70\|10.90\|10.49\|420948;2026-10-23\|10.92\|1.87\|10.48\|10.92\|10.05\|603910;2026-10-26\|10.56\|-3.30\|10.77\|11.07\|10.51\|401321;2026-10-27\|10.31\|-2.37\|10.70\|10.80\|10.28\|433579;2026-10-28\|10.34\|0.29\|10.33\|10.59\|10.15\|459456;2026-10-29\|10.09\|-2.42\|10.23\|10.48\|10.08\|321927;2026-10-30\|10.10\|0.10\|9.68\|10.50\|9.64\|578096;2026-11-02\|10.33\|2.28\|10.28\|10.64\|10.27\|552161;2026-11-03\|10.27\|-0.58\|10.28\|10.47\|10.17\|316593;2026-11-04\|10.72\|4.38\|10.30\|10.78\|10.20\|501089;2026-11-05\|10.82\|0.93\|10.60\|10.90\|10.56\|411966;2026-11-06\|10.55\|-2.50\|10.41\|10.75\|10.36\|311997;2026-11-09\|10.73\|1.71\|10.65\|10.82\|10.63\|255352;2026-11-10\|10.75\|0.19\|10.84\|10.89\|10.69\|238647;2026-11-11\|10.73\|-0.19\|10.69\|10.79\|10.54\|279106;2026-11-12\|10.46\|-2.52\|10.70\|10.78\|10.45\|306596
119830	AI服务器订单持续释放	AI服务器PCB+IC载板+珠海产能释放行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司服务器相关订单呈现快速增长态势，已与中兴、新华三、云尖、浪潮等头部客户在AI服务器领域保持良好合作。 2、据2026年6月9日互动易，控股子公司普诺威端侧功能性IC载板项目面向PC等端侧设备领域，总投资10亿元；据2025年年度报告，公司IC载板等高端产品合计收入占比已超60%。 3、据2025年年度报告，珠海二厂已新增高多层板月产能12万平方米，有效缓解服务器、通信领域产能瓶颈，珠海三厂及泰国工厂同步推进。 4、据2026年5月8日投资者关系活动记录表，公司2026年一季度营收同比增长近20%，转型AI算力、服务器赛道战略已初步验证执行力。	公司是全球领先的小批量PCB企业，供给工业控制领域客户的PCB产品有应用于智能家居、人形机器人、工业机器人等方面	2026-07-03\|14.87\|-2.49\|15.13\|15.40\|14.78\|434020;2026-07-06\|16.36\|10.02\|15.05\|16.36\|15.02\|778104;2026-07-07\|15.48\|-5.38\|16.09\|16.25\|15.31\|590474;2026-07-08\|15.59\|0.71\|15.51\|16.08\|15.03\|513214;2026-07-09\|17.15\|10.01\|15.63\|17.15\|15.63\|789616;2026-07-10\|18.08\|5.42\|17.70\|18.87\|17.68\|1751854;2026-07-13\|16.69\|-7.69\|17.91\|18.50\|16.56\|1155882;2026-07-14\|16.85\|0.96\|16.86\|17.30\|15.89\|842971;2026-07-15\|15.41\|-8.55\|17.17\|17.20\|15.18\|861972;2026-07-16\|15.24\|-1.10\|14.88\|16.37\|14.81\|777093;2026-07-17\|13.72\|-9.97\|15.05\|15.24\|13.72\|649437;2026-07-20\|12.35\|-9.99\|13.48\|13.71\|12.35\|522863;2026-07-21\|12.52\|1.38\|11.82\|12.56\|11.12\|825445;2026-07-22\|11.97\|-4.39\|12.10\|12.54\|11.90\|565842;2026-07-23\|12.12\|1.25\|12.03\|12.65\|11.84\|528323;2026-07-24\|11.65\|-3.88\|11.84\|12.05\|11.59\|325586;2026-07-27\|12.06\|3.52\|11.60\|12.06\|11.40\|366289;2026-07-28\|11.44\|-5.14\|11.79\|12.03\|11.37\|365353;2026-07-29\|11.39\|-0.44\|11.40\|11.50\|10.92\|382829;2026-07-30\|10.78\|-5.36\|11.22\|11.38\|10.70\|373116;2026-07-31\|11.15\|3.43\|11.40\|11.70\|11.15\|480075;2026-08-03\|11.37\|1.97\|11.09\|11.44\|11.03\|256798;2026-08-04\|11.91\|4.75\|11.49\|11.96\|11.43\|331740;2026-08-05\|12.31\|3.36\|11.81\|12.43\|11.75\|431967;2026-08-06\|12.44\|1.06\|12.17\|12.61\|12.04\|405949;2026-08-07\|13.08\|5.14\|12.44\|13.20\|12.36\|546846;2026-08-10\|12.87\|-1.61\|13.21\|13.27\|12.65\|377354;2026-08-11\|12.87\|0.00\|12.85\|13.06\|12.63\|260874;2026-08-12\|13.08\|1.63\|12.80\|13.14\|12.76\|239563;2026-08-13\|12.76\|-2.45\|13.23\|13.30\|12.76\|306948;2026-08-14\|13.03\|2.12\|12.94\|13.05\|12.76\|242252;2026-08-17\|13.54\|3.91\|13.02\|13.55\|12.99\|308142;2026-08-18\|14.43\|6.57\|13.50\|14.72\|13.39\|792079;2026-08-19\|13.14\|-8.94\|14.00\|14.10\|13.06\|514176;2026-08-20\|12.93\|-1.60\|13.50\|13.52\|12.83\|325967;2026-08-21\|13.82\|6.88\|12.85\|14.22\|12.83\|746810;2026-08-24\|13.36\|-3.33\|13.86\|13.90\|13.00\|491038;2026-08-25\|13.44\|0.60\|13.19\|13.50\|13.03\|285482;2026-08-26\|13.65\|1.56\|13.47\|13.78\|13.03\|354321;2026-08-27\|14.34\|5.05\|13.69\|14.48\|13.65\|456909;2026-08-28\|14.69\|2.44\|14.27\|15.05\|14.16\|491367;2026-08-31\|14.75\|0.41\|14.35\|14.94\|14.30\|391524;2026-09-01\|14.50\|-1.69\|14.71\|14.71\|14.26\|314703;2026-09-02\|14.48\|-0.14\|14.34\|14.62\|14.23\|277793;2026-09-03\|14.69\|1.45\|14.62\|14.87\|14.23\|298623;2026-09-04\|14.55\|-0.95\|14.73\|14.98\|14.40\|284624;2026-09-07\|16.01\|10.03\|14.84\|16.01\|14.69\|854007;2026-09-08\|17.08\|6.68\|17.11\|17.61\|16.95\|1985611;2026-09-09\|18.06\|5.74\|17.67\|18.63\|17.17\|1343043;2026-09-10\|18.25\|1.05\|18.00\|18.62\|17.49\|1015096;2026-09-11\|20.08\|10.03\|18.09\|20.08\|17.88\|1046646;2026-09-14\|21.12\|5.18\|19.65\|21.33\|19.02\|1541352;2026-09-15\|21.66\|2.56\|21.12\|22.07\|20.88\|1125400;2026-09-16\|23.38\|7.94\|21.61\|23.73\|21.32\|1121269;2026-09-17\|23.77\|1.67\|23.26\|24.73\|23.02\|1124617;2026-09-18\|23.40\|-1.56\|24.00\|24.97\|23.09\|1416367;2026-09-21\|23.88\|2.05\|23.40\|24.14\|23.17\|750244;2026-09-22\|25.39\|6.32\|24.27\|26.26\|24.14\|923376;2026-09-23\|24.86\|-2.09\|25.15\|25.70\|24.50\|684792;2026-09-24\|23.83\|-4.14\|24.69\|24.85\|23.80\|635622;2026-09-28\|22.22\|-6.76\|23.80\|23.88\|22.05\|597120;2026-09-29\|24.44\|9.99\|21.84\|24.44\|21.84\|815966;2026-09-30\|23.01\|-5.85\|24.20\|24.35\|23.01\|651723;2026-10-08\|22.51\|-2.17\|23.41\|24.20\|22.37\|604442;2026-10-09\|21.62\|-3.95\|22.38\|22.75\|20.75\|709206;2026-10-12\|20.57\|-4.86\|21.24\|21.76\|20.50\|542970;2026-10-13\|21.28\|3.45\|20.01\|22.00\|19.80\|815979;2026-10-14\|21.14\|-0.66\|21.28\|21.99\|20.84\|692875;2026-10-15\|23.25\|9.98\|23.25\|23.25\|23.25\|138212;2026-10-16\|23.47\|0.95\|25.58\|25.58\|23.13\|2257750;2026-10-19\|22.30\|-4.99\|23.00\|23.50\|21.31\|1618984;2026-10-20\|22.00\|-1.35\|21.95\|22.99\|21.26\|1151965;2026-10-21\|21.01\|-4.50\|21.87\|22.10\|20.85\|859932;2026-10-22\|18.91\|-10.00\|21.38\|21.50\|18.91\|945496;2026-10-23\|18.55\|-1.90\|17.74\|18.71\|17.07\|1055115;2026-10-26\|17.37\|-6.36\|18.15\|18.28\|17.00\|681895;2026-10-27\|16.49\|-5.07\|17.65\|17.89\|16.47\|559649;2026-10-28\|17.29\|4.85\|16.80\|17.64\|16.70\|674493;2026-10-29\|16.03\|-7.29\|17.12\|17.20\|15.95\|560272;2026-10-30\|15.55\|-2.99\|15.58\|16.95\|14.92\|856037;2026-11-02\|15.52\|-0.19\|15.40\|16.00\|14.70\|757392;2026-11-03\|14.64\|-5.67\|15.22\|15.70\|14.44\|621349;2026-11-04\|15.38\|5.05\|14.65\|15.56\|13.98\|837892;2026-11-05\|15.38\|0.00\|14.80\|15.78\|14.63\|692446;2026-11-06\|14.22\|-7.54\|14.30\|14.61\|13.88\|609142;2026-11-09\|15.13\|6.40\|14.50\|15.64\|14.18\|969019;2026-11-10\|15.21\|0.53\|15.58\|15.94\|15.16\|778737;2026-11-11\|16.27\|6.97\|15.11\|16.36\|15.06\|849802;2026-11-12\|16.20\|-0.43\|16.28\|17.06\|16.13\|1130896
119829	长鑫科技7月16日启动申购	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.13\|-5.70\|116.00\|116.66\|107.98\|162590;2026-07-16\|106.21\|-3.56\|106.04\|112.63\|104.95\|135407;2026-07-17\|97.50\|-8.20\|106.29\|108.50\|97.00\|154466;2026-07-20\|93.72\|-3.88\|100.00\|100.79\|90.97\|154432;2026-07-21\|99.89\|6.58\|95.13\|100.70\|93.61\|139164;2026-07-22\|98.13\|-1.76\|98.60\|101.98\|97.65\|110393;2026-07-23\|93.06\|-5.17\|97.80\|98.60\|92.78\|109254;2026-07-24\|91.45\|-1.73\|91.23\|94.33\|90.99\|65634;2026-07-27\|92.22\|0.84\|90.90\|92.85\|88.38\|62814;2026-07-28\|89.40\|-3.06\|90.61\|92.45\|89.00\|71000;2026-07-29\|90.00\|0.67\|90.44\|90.44\|86.00\|76739;2026-07-30\|85.49\|-5.01\|89.01\|89.80\|85.18\|81971;2026-07-31\|87.40\|2.23\|92.00\|92.00\|87.39\|89612;2026-08-03\|87.05\|-0.40\|86.98\|87.99\|85.71\|69531;2026-08-04\|89.81\|3.17\|89.10\|90.18\|88.20\|70835;2026-08-05\|92.85\|3.38\|89.81\|93.90\|89.01\|100776;2026-08-06\|94.40\|1.67\|91.34\|94.86\|91.05\|94209;2026-08-07\|94.69\|0.31\|93.39\|95.99\|92.81\|90987;2026-08-10\|93.13\|-1.65\|95.00\|95.00\|92.50\|60728;2026-08-11\|97.96\|5.19\|93.00\|100.00\|92.60\|124612;2026-08-12\|98.35\|0.40\|98.80\|100.88\|97.60\|68671;2026-08-13\|95.74\|-2.65\|99.60\|99.60\|95.70\|83258;2026-08-14\|95.90\|0.17\|96.99\|97.50\|94.22\|57651;2026-08-17\|99.17\|3.41\|95.90\|99.39\|95.02\|87086;2026-08-18\|101.72\|2.57\|98.23\|103.30\|97.15\|96952;2026-08-19\|97.01\|-4.63\|99.70\|100.37\|96.45\|87712;2026-08-20\|94.64\|-2.44\|97.90\|97.97\|94.27\|62956;2026-08-21\|95.20\|0.59\|94.99\|96.69\|94.32\|50799;2026-08-24\|91.25\|-4.15\|95.12\|95.19\|90.07\|58714;2026-08-25\|92.40\|1.26\|90.33\|92.86\|89.01\|45570;2026-08-26\|94.30\|2.06\|92.35\|95.05\|92.08\|50762;2026-08-27\|96.62\|2.46\|94.47\|97.11\|93.73\|63159;2026-08-28\|96.10\|-0.54\|96.62\|100.60\|96.02\|83294;2026-08-31\|99.71\|3.76\|94.76\|100.78\|94.60\|92926;2026-09-01\|97.61\|-2.11\|100.02\|101.50\|97.51\|49860;2026-09-02\|94.09\|-3.61\|96.70\|96.80\|94.04\|52031;2026-09-03\|92.47\|-1.72\|95.00\|95.10\|92.00\|42411;2026-09-04\|89.70\|-3.00\|92.75\|93.49\|88.88\|67775;2026-09-07\|93.28\|3.99\|92.88\|93.98\|90.78\|74501;2026-09-08\|90.36\|-3.13\|93.28\|94.87\|90.12\|70347;2026-09-09\|89.50\|-0.95\|90.11\|90.90\|89.02\|41445;2026-09-10\|89.01\|-0.55\|89.00\|90.10\|88.60\|27464;2026-09-11\|86.52\|-2.80\|88.28\|88.35\|85.85\|51822;2026-09-14\|84.58\|-2.24\|86.01\|86.42\|84.35\|48656;2026-09-15\|84.09\|-0.58\|84.72\|85.90\|84.08\|46896;2026-09-16\|86.73\|3.14\|83.56\|86.90\|83.48\|53479;2026-09-17\|85.57\|-1.34\|86.00\|86.70\|84.50\|43291;2026-09-18\|88.95\|3.95\|86.50\|89.50\|86.35\|59599;2026-09-21\|89.39\|0.49\|87.80\|89.86\|87.30\|59739;2026-09-22\|89.63\|0.27\|90.10\|91.29\|89.18\|50552;2026-09-23\|89.30\|-0.37\|88.99\|90.50\|88.58\|31722;2026-09-24\|87.56\|-1.95\|88.60\|89.57\|87.31\|29703;2026-09-28\|86.45\|-1.27\|87.33\|87.89\|84.53\|41332;2026-09-29\|86.68\|0.27\|86.67\|87.53\|84.96\|33955;2026-09-30\|84.66\|-2.33\|87.29\|87.41\|84.23\|36773;2026-10-08\|85.45\|0.93\|86.00\|89.82\|84.94\|94834;2026-10-09\|92.25\|7.96\|84.88\|93.44\|82.74\|136124;2026-10-12\|97.90\|6.12\|91.90\|99.77\|91.51\|166547;2026-10-13\|97.82\|-0.08\|97.64\|98.60\|94.60\|88402;2026-10-14\|95.80\|-2.06\|97.50\|98.38\|95.00\|57927;2026-10-15\|98.65\|2.97\|93.45\|99.65\|93.03\|103304;2026-10-16\|98.35\|-0.30\|99.23\|100.65\|97.95\|72376;2026-10-19\|97.40\|-0.97\|97.00\|99.58\|96.21\|48274;2026-10-20\|100.79\|3.48\|97.00\|102.93\|96.50\|88353;2026-10-21\|100.00\|-0.78\|100.00\|102.30\|99.28\|59862;2026-10-22\|97.50\|-2.50\|99.07\|101.20\|97.50\|54685;2026-10-23\|108.20\|10.97\|96.00\|108.34\|96.00\|144345;2026-10-26\|109.80\|1.48\|107.64\|113.00\|106.30\|124911;2026-10-27\|103.82\|-5.45\|111.76\|111.96\|103.80\|95047;2026-10-28\|101.92\|-1.83\|105.40\|107.60\|101.83\|95739;2026-10-29\|97.70\|-4.14\|101.87\|103.97\|97.50\|80865;2026-10-30\|86.17\|-11.80\|98.00\|100.98\|85.85\|148895;2026-11-02\|91.38\|6.05\|90.83\|95.26\|88.44\|122756;2026-11-03\|88.66\|-2.98\|90.00\|90.83\|87.11\|80184;2026-11-04\|94.80\|6.93\|88.94\|95.00\|88.57\|108552;2026-11-05\|97.43\|2.77\|92.92\|99.49\|92.88\|85290;2026-11-06\|93.65\|-3.88\|93.00\|96.37\|92.88\|59275;2026-11-09\|91.14\|-2.68\|94.11\|95.28\|90.77\|77916;2026-11-10\|90.47\|-0.74\|92.71\|93.34\|90.21\|67585;2026-11-11\|90.73\|0.29\|90.00\|91.33\|88.82\|80154;2026-11-12\|89.92\|-0.89\|90.73\|92.85\|89.72\|84714
119828	长鑫科技7月16日启动申购	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054;2026-09-14\|223.69\|-3.12\|225.60\|227.80\|220.77\|147998;2026-09-15\|224.60\|0.41\|224.60\|231.50\|222.60\|148209;2026-09-16\|235.09\|4.67\|224.98\|237.51\|224.00\|194003;2026-09-17\|232.00\|-1.31\|233.00\|238.20\|231.50\|129250;2026-09-18\|241.38\|4.04\|236.89\|245.80\|236.89\|268314;2026-09-21\|246.45\|2.10\|247.00\|247.38\|241.04\|235113;2026-09-22\|256.00\|3.88\|265.00\|269.74\|254.60\|427339;2026-09-23\|251.66\|-1.70\|258.50\|259.80\|251.38\|195081;2026-09-24\|248.30\|-1.34\|249.50\|255.56\|247.70\|168735;2026-09-28\|240.50\|-3.14\|246.93\|246.93\|238.30\|172248;2026-09-29\|235.88\|-1.92\|239.02\|241.49\|232.00\|176485;2026-09-30\|226.80\|-3.85\|236.20\|238.00\|226.10\|177269;2026-10-08\|220.53\|-2.76\|226.80\|228.89\|219.00\|169546;2026-10-09\|219.59\|-0.43\|217.78\|221.48\|209.66\|188271;2026-10-12\|213.50\|-2.77\|216.90\|220.20\|212.80\|132588;2026-10-13\|209.74\|-1.76\|210.00\|212.68\|202.52\|194896;2026-10-14\|201.46\|-3.95\|207.00\|208.79\|200.86\|157675;2026-10-15\|193.82\|-3.79\|193.80\|195.00\|189.08\|270230;2026-10-16\|192.54\|-0.66\|196.01\|198.00\|189.94\|203261;2026-10-19\|191.50\|-0.54\|190.78\|193.94\|187.30\|157629;2026-10-20\|192.00\|0.26\|189.91\|194.45\|186.00\|194929;2026-10-21\|193.30\|0.68\|195.84\|199.50\|191.89\|185635;2026-10-22\|191.02\|-1.18\|195.00\|195.37\|189.28\|199017;2026-10-23\|201.10\|5.28\|190.35\|203.48\|186.00\|278191;2026-10-26\|198.00\|-1.54\|200.00\|200.00\|193.25\|214629;2026-10-27\|187.03\|-5.54\|198.15\|199.50\|186.80\|166830;2026-10-28\|192.70\|3.03\|194.00\|194.27\|188.11\|163100;2026-10-29\|185.88\|-3.54\|193.00\|193.00\|183.51\|171467;2026-10-30\|170.20\|-8.44\|181.50\|181.93\|170.02\|228596;2026-11-02\|177.00\|4.00\|176.00\|177.08\|171.00\|218153;2026-11-03\|170.00\|-3.95\|175.00\|175.00\|164.00\|287978;2026-11-04\|187.50\|10.29\|168.30\|188.81\|166.99\|276233;2026-11-05\|192.80\|2.83\|184.00\|195.90\|183.00\|242381;2026-11-06\|189.50\|-1.71\|183.75\|192.14\|182.68\|184685;2026-11-09\|191.88\|1.26\|192.00\|196.16\|189.45\|177332;2026-11-10\|190.00\|-0.98\|196.50\|197.85\|189.88\|142389;2026-11-11\|196.35\|3.34\|188.18\|197.97\|187.74\|164721;2026-11-12\|202.37\|3.07\|197.57\|211.80\|197.00\|297219

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