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
112878	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625;2026-09-15\|12.19\|0.16\|12.09\|12.30\|12.06\|108295;2026-09-16\|12.72\|4.35\|12.12\|12.83\|12.05\|188674;2026-09-17\|12.44\|-2.20\|12.63\|12.90\|12.42\|129458
112877	金刚石散热应用爆发	投资GPU公司+培育钻石+家居用品+出口 1、据2025年11月25日互动易，海飞科专注于GPU芯片研发及并行计算软件生态构建，公司对其投资属于战略性布局，对公司经营业绩不构成重大影响。据2026年5月26日异动公告，公司关注到部分媒体报道公司涉及芯片相关概念，经自查，截至公告披露日，公司持有海飞科珠海信息技术有限公司0.8928%股份，持股占比极小，该投资系财务性投资，公司未参与其日常经营管理，不构成控制或重大影响。 2、据2025年1月28日互动易，恒林子公司河南闪耀钻石有限公司经营范围包括珠宝首饰制造、非金属矿物制品制造、有色金属合金制造、金属工具制造等。公司研产销的产品包括培育钻石、大尺寸金刚石单晶片等，其营收占比很低，不构成业绩重大影响。 3、公司专注于办公、软体、板式家居、新材料地板等大家居领域，境外营收占比达92.74%。	跨界布局培育钻石的家居龙头，通过子公司河南闪耀钻石开展业务；产品涵盖培育钻石饰品、大尺寸金刚石单晶片及金刚石单晶刀具，聚焦“家居+珠宝”融合场景，推出适配日常佩戴与家居装饰的定制化产品	2026-05-14\|27.89\|-1.45\|28.44\|28.51\|27.73\|10320;2026-05-15\|27.53\|-1.29\|27.81\|27.89\|27.41\|13641;2026-05-18\|27.24\|-1.05\|27.52\|27.52\|26.87\|10305;2026-05-19\|27.34\|0.37\|27.31\|27.45\|27.00\|7625;2026-05-20\|26.88\|-1.68\|27.30\|27.30\|26.71\|8417;2026-05-21\|29.57\|10.01\|27.04\|29.57\|26.91\|39689;2026-05-22\|32.53\|10.01\|32.53\|32.53\|32.53\|17971;2026-05-25\|35.78\|9.99\|35.78\|35.78\|35.78\|13699;2026-05-26\|37.47\|4.72\|39.36\|39.36\|37.14\|146881;2026-05-27\|33.72\|-10.01\|34.70\|35.88\|33.72\|47763;2026-05-28\|32.95\|-2.28\|30.77\|34.43\|30.35\|114368;2026-05-29\|31.24\|-5.19\|33.55\|34.58\|30.95\|90008;2026-06-01\|31.39\|0.48\|30.68\|31.81\|29.71\|67567;2026-06-02\|33.70\|7.36\|31.17\|34.53\|31.09\|79019;2026-06-03\|34.09\|1.16\|34.04\|36.06\|32.96\|69789;2026-06-04\|36.41\|6.81\|33.67\|37.50\|33.67\|105977;2026-06-05\|34.68\|-4.75\|35.72\|36.44\|34.30\|76440;2026-06-08\|32.99\|-4.87\|33.21\|34.40\|32.38\|47530;2026-06-09\|33.41\|1.27\|33.00\|33.68\|31.81\|46753;2026-06-10\|36.75\|10.00\|33.31\|36.75\|33.10\|64666;2026-06-11\|36.17\|-1.58\|36.06\|37.40\|35.46\|78462;2026-06-12\|35.44\|-2.02\|36.52\|37.00\|35.24\|47357;2026-06-15\|34.58\|-2.43\|35.86\|35.90\|34.06\|50151;2026-06-16\|33.68\|-2.60\|34.36\|34.77\|33.45\|71740;2026-06-17\|33.64\|-0.12\|33.00\|34.18\|32.40\|65531;2026-06-18\|32.48\|-3.45\|33.43\|34.17\|32.46\|52795;2026-06-22\|35.73\|10.01\|32.70\|35.73\|32.68\|77183;2026-06-23\|35.55\|-0.50\|36.02\|36.79\|34.93\|87043;2026-06-24\|33.91\|-4.61\|35.10\|35.30\|33.19\|65375;2026-06-25\|37.30\|10.00\|35.00\|37.30\|35.00\|43700;2026-06-26\|40.06\|7.40\|38.39\|41.03\|37.28\|142498;2026-06-29\|39.30\|-1.90\|38.50\|40.18\|37.98\|82175;2026-06-30\|40.00\|1.78\|38.61\|40.93\|38.16\|78255;2026-07-01\|41.40\|3.50\|40.00\|43.20\|39.50\|80511;2026-07-02\|39.68\|-4.15\|40.00\|41.85\|39.60\|60947;2026-07-03\|39.80\|0.30\|39.80\|39.88\|37.68\|80925;2026-07-06\|36.88\|-7.34\|40.36\|40.82\|36.81\|58005;2026-07-07\|38.79\|5.18\|36.98\|39.95\|36.08\|52643;2026-07-08\|42.67\|10.00\|38.77\|42.67\|38.38\|124047;2026-07-09\|40.30\|-5.55\|41.25\|41.97\|39.18\|103475;2026-07-10\|38.10\|-5.46\|40.16\|40.16\|37.77\|64033;2026-07-13\|34.52\|-9.40\|37.34\|37.75\|34.29\|65549;2026-07-14\|34.61\|0.26\|33.97\|35.24\|33.76\|41615;2026-07-15\|32.45\|-6.24\|34.69\|34.69\|32.21\|37896;2026-07-16\|31.74\|-2.19\|32.23\|32.62\|31.58\|26825;2026-07-17\|28.76\|-9.39\|31.62\|31.78\|28.57\|38581;2026-07-20\|27.35\|-4.90\|28.79\|29.65\|26.93\|34811;2026-07-21\|28.28\|3.40\|27.80\|28.32\|26.00\|43099;2026-07-22\|28.00\|-0.99\|27.80\|28.68\|27.78\|26322;2026-07-23\|28.30\|1.07\|28.05\|28.67\|27.80\|23110;2026-07-24\|27.33\|-3.43\|28.26\|28.26\|27.22\|15692;2026-07-27\|27.90\|2.09\|27.19\|27.92\|27.01\|14447;2026-07-28\|27.83\|-0.25\|27.50\|28.10\|27.36\|16233;2026-07-29\|28.60\|2.77\|28.10\|28.85\|27.72\|24725;2026-07-30\|27.20\|-4.90\|28.42\|28.90\|27.11\|24372;2026-07-31\|28.00\|2.94\|27.65\|28.29\|27.60\|22466;2026-08-03\|28.63\|2.25\|28.00\|28.65\|28.00\|14349;2026-08-04\|31.49\|9.99\|28.82\|31.49\|28.79\|30208;2026-08-05\|31.89\|1.27\|31.41\|32.40\|31.20\|40444;2026-08-06\|31.55\|-1.07\|31.73\|32.00\|31.02\|21959;2026-08-07\|32.02\|1.49\|31.50\|32.29\|31.06\|21501;2026-08-10\|32.15\|0.41\|32.20\|32.32\|31.73\|19009;2026-08-11\|31.83\|-1.00\|32.00\|32.15\|31.53\|14294;2026-08-12\|32.34\|1.60\|31.82\|32.74\|31.60\|19463;2026-08-13\|31.90\|-1.36\|32.34\|32.51\|31.82\|18077;2026-08-14\|31.88\|-0.06\|32.00\|32.22\|31.50\|11089;2026-08-17\|33.06\|3.70\|31.88\|33.13\|31.58\|40491;2026-08-18\|34.47\|4.26\|32.85\|35.79\|32.85\|46161;2026-08-19\|32.86\|-4.67\|34.18\|34.31\|32.60\|27599;2026-08-20\|32.47\|-1.19\|33.02\|33.45\|32.47\|17704;2026-08-21\|33.00\|1.63\|32.32\|33.30\|31.82\|15505;2026-08-24\|32.81\|-0.58\|32.90\|34.20\|32.00\|17718;2026-08-25\|32.74\|-0.21\|32.65\|32.97\|32.30\|13351;2026-08-26\|31.87\|-2.66\|32.70\|32.83\|31.83\|17136;2026-08-27\|31.50\|-1.16\|31.53\|31.94\|30.04\|34875;2026-08-28\|30.87\|-2.00\|31.40\|31.70\|30.73\|18331;2026-08-31\|31.73\|2.79\|30.77\|32.65\|30.70\|26984;2026-09-01\|31.01\|-2.27\|31.40\|31.70\|31.00\|13979;2026-09-02\|30.21\|-2.58\|30.78\|30.81\|30.09\|11681;2026-09-03\|31.48\|4.20\|30.21\|32.32\|30.08\|28653;2026-09-04\|30.78\|-2.22\|31.37\|32.88\|30.60\|26457;2026-09-07\|31.36\|1.88\|30.65\|31.46\|30.53\|18693;2026-09-08\|32.50\|3.64\|31.33\|33.80\|31.12\|39749;2026-09-09\|31.17\|-4.09\|32.32\|32.43\|30.96\|30372;2026-09-10\|31.20\|0.10\|30.96\|31.61\|30.66\|19096;2026-09-11\|30.70\|-1.60\|31.21\|31.27\|30.07\|18577;2026-09-14\|33.28\|8.40\|30.34\|33.77\|29.95\|102133;2026-09-15\|31.24\|-6.13\|33.00\|33.09\|31.15\|73408;2026-09-16\|31.18\|-0.19\|30.89\|31.70\|30.62\|29290;2026-09-17\|31.33\|0.48\|30.82\|31.41\|30.51\|21813
112876	2026年电影票房已超145亿元；《给阿嬷的情书》爆火	影视IP+文旅小镇+演出经济行业原因： 1、据财闻4月20日报道，今年五一假期，电影市场迎来多部新作。截至目前已有《浴血困牛山》《寒战1994》《10间敢死队》《森中有林》等18部影片定档五一。 2、据中金公司4月12日研报，档期催化临近，板块随市场迎来修复，关注底部布局机会。公司原因： 1、据2025年8月2日半年度报告，公司筹备开发密云东方山水国际电影文旅小镇项目，依托影视文化品牌及流量优势，延伸开发IP衍生商品、影视文化产业园、主题文旅小镇，形成“影视+文旅”IP变现闭环。 2、据2025年8月2日半年度报告，公司具备影视文化全产业链优势，业务涵盖电影、电视剧网剧、艺人经纪、文化旅游，并延伸开发IP衍生商品、影视文化产业园、主题文旅小镇。 3、据2025年年报，公司2025年营业收入3.32亿元，储备《封神第三部》等影视项目，持续布局影视IP及文旅融合业务。	公司主营业务为影视文化业务，2026 年计划推出《封神第三部》《欢迎来龙餐馆》《火星计划》《年会不能停 2》等项目	2026-05-14\|5.02\|-4.92\|5.22\|5.30\|5.01\|586349;2026-05-15\|5.16\|2.79\|5.00\|5.23\|5.00\|404414;2026-05-18\|5.24\|1.55\|5.30\|5.31\|5.02\|369665;2026-05-19\|5.19\|-0.95\|5.26\|5.50\|5.14\|447347;2026-05-20\|5.16\|-0.58\|5.15\|5.32\|5.09\|449044;2026-05-21\|5.00\|-3.10\|5.29\|5.48\|4.92\|621557;2026-05-22\|4.97\|-0.60\|5.05\|5.09\|4.90\|314505;2026-05-25\|5.07\|2.01\|4.99\|5.21\|4.96\|392024;2026-05-26\|5.06\|-0.20\|5.04\|5.17\|4.96\|270424;2026-05-27\|5.09\|0.59\|5.10\|5.18\|5.00\|348720;2026-05-28\|5.09\|0.00\|5.10\|5.25\|5.01\|302193;2026-05-29\|5.07\|-0.39\|5.10\|5.14\|4.99\|413499;2026-06-01\|5.17\|1.97\|5.08\|5.34\|5.05\|510533;2026-06-02\|5.30\|2.51\|5.18\|5.32\|5.03\|479576;2026-06-03\|4.93\|-6.98\|5.01\|5.10\|4.77\|753070;2026-06-04\|4.82\|-2.23\|4.82\|5.42\|4.59\|1207298;2026-06-05\|4.87\|1.04\|4.88\|4.92\|4.64\|774375;2026-06-08\|4.58\|-5.95\|4.80\|5.00\|4.52\|513818;2026-06-09\|4.73\|3.28\|4.70\|4.93\|4.59\|604823;2026-06-10\|4.83\|2.11\|4.70\|4.94\|4.61\|535932;2026-06-11\|4.35\|-9.94\|4.85\|4.95\|4.35\|616525;2026-06-12\|4.45\|2.30\|4.35\|4.65\|4.22\|605946;2026-06-15\|4.42\|-0.67\|4.31\|4.63\|4.31\|418214;2026-06-16\|4.13\|-6.56\|4.41\|4.41\|4.03\|530078;2026-06-17\|4.03\|-2.42\|4.08\|4.12\|3.98\|381973;2026-06-18\|4.11\|1.99\|4.03\|4.14\|3.90\|348879;2026-06-22\|4.02\|-2.19\|4.05\|4.09\|3.89\|342493;2026-06-23\|4.01\|-0.25\|3.97\|4.11\|3.95\|332174;2026-06-24\|3.71\|-7.48\|3.99\|4.01\|3.67\|432387;2026-06-25\|3.70\|-0.27\|3.68\|3.77\|3.61\|279563;2026-06-26\|3.51\|-5.14\|3.67\|3.68\|3.45\|399603;2026-06-29\|3.48\|-0.85\|3.44\|3.55\|3.39\|267880;2026-06-30\|3.48\|0.00\|3.52\|3.68\|3.43\|294146;2026-07-01\|3.67\|5.46\|3.46\|3.70\|3.41\|392308;2026-07-02\|3.65\|-0.55\|3.65\|3.80\|3.64\|332388;2026-07-03\|3.61\|-1.10\|3.66\|3.70\|3.53\|242226;2026-07-06\|3.61\|0.00\|3.58\|3.67\|3.55\|223167;2026-07-07\|3.64\|0.83\|3.58\|3.69\|3.51\|267880;2026-07-08\|3.59\|-1.37\|3.59\|3.63\|3.53\|207279;2026-07-09\|3.74\|4.18\|3.59\|3.76\|3.53\|360992;2026-07-10\|3.82\|2.14\|3.73\|3.99\|3.70\|512217;2026-07-13\|3.45\|-9.69\|3.80\|3.86\|3.44\|483728;2026-07-14\|3.56\|3.19\|3.44\|3.56\|3.37\|361806;2026-07-15\|3.70\|3.93\|3.55\|3.80\|3.52\|366911;2026-07-16\|3.82\|3.24\|3.74\|3.94\|3.67\|426560;2026-07-17\|3.60\|-5.76\|3.83\|3.85\|3.55\|406996;2026-07-20\|3.58\|-0.56\|3.59\|3.74\|3.51\|402442;2026-07-21\|3.60\|0.56\|3.54\|3.68\|3.38\|411965;2026-07-22\|3.68\|2.22\|3.68\|3.81\|3.58\|557397;2026-07-23\|3.73\|1.36\|3.65\|3.73\|3.52\|360772;2026-07-24\|3.72\|-0.27\|3.69\|3.82\|3.65\|402436;2026-07-27\|3.94\|5.91\|3.81\|4.05\|3.72\|699040;2026-07-28\|3.78\|-4.06\|3.79\|3.96\|3.75\|557392;2026-07-29\|4.07\|7.67\|3.83\|4.16\|3.82\|1094604;2026-07-30\|3.85\|-5.41\|3.91\|4.10\|3.78\|918601;2026-07-31\|3.88\|0.78\|3.74\|3.98\|3.72\|634964;2026-08-03\|4.12\|6.19\|3.87\|4.15\|3.87\|902516;2026-08-04\|4.23\|2.67\|4.23\|4.25\|4.07\|543461;2026-08-05\|4.28\|1.18\|4.28\|4.35\|4.22\|429229;2026-08-06\|4.27\|-0.23\|4.66\|4.71\|4.26\|1506181;2026-08-07\|4.27\|0.00\|4.16\|4.29\|4.01\|1000703;2026-08-10\|4.70\|10.07\|4.70\|4.70\|4.50\|1021879;2026-08-11\|5.17\|10.00\|5.17\|5.17\|5.17\|491410;2026-08-12\|5.69\|10.06\|5.69\|5.69\|5.56\|1164972;2026-08-13\|6.26\|10.02\|6.26\|6.26\|6.15\|1360051;2026-08-14\|5.92\|-5.43\|6.20\|6.49\|5.71\|3253381;2026-08-17\|5.33\|-9.97\|5.33\|5.33\|5.33\|201880;2026-08-18\|4.84\|-9.19\|5.10\|5.33\|4.80\|3353218;2026-08-19\|4.36\|-9.92\|4.44\|4.58\|4.36\|1045400;2026-08-20\|4.13\|-5.28\|4.06\|4.33\|3.96\|2214446;2026-08-21\|3.99\|-3.39\|4.08\|4.09\|3.98\|1078533;2026-08-24\|3.83\|-4.01\|3.98\|4.00\|3.80\|1079507;2026-08-25\|3.90\|1.83\|3.80\|3.94\|3.79\|913102;2026-08-26\|3.97\|1.79\|3.88\|3.98\|3.87\|862510;2026-08-27\|3.95\|-0.50\|3.95\|4.01\|3.92\|783757;2026-08-28\|3.97\|0.51\|3.95\|4.06\|3.94\|910244;2026-08-31\|4.06\|2.27\|3.93\|4.13\|3.90\|1418214;2026-09-01\|4.27\|5.17\|4.06\|4.27\|4.04\|1612553;2026-09-02\|4.09\|-4.22\|4.23\|4.25\|4.08\|1045822;2026-09-03\|4.05\|-0.98\|4.10\|4.38\|4.04\|1497775;2026-09-04\|4.17\|2.96\|3.98\|4.30\|3.97\|1529469;2026-09-07\|4.19\|0.48\|4.12\|4.21\|4.10\|825586;2026-09-08\|4.32\|3.10\|4.19\|4.34\|4.16\|979919;2026-09-09\|4.25\|-1.62\|4.30\|4.32\|4.13\|697989;2026-09-10\|4.15\|-2.35\|4.21\|4.23\|4.12\|414169;2026-09-11\|4.13\|-0.48\|4.11\|4.14\|4.01\|495749;2026-09-14\|4.10\|-0.73\|4.09\|4.16\|4.07\|333202;2026-09-15\|3.91\|-4.63\|4.13\|4.15\|3.90\|594443;2026-09-16\|3.94\|0.77\|3.91\|3.96\|3.83\|343057;2026-09-17\|3.93\|-0.25\|3.93\|3.97\|3.89\|324493
112875		水产饲料+超级鱼粉涨价+国企改革 1、据2026年5月12日业绩说明会，当前超级鱼粉价格攀升至19500元/吨创历史新高，公司控股子公司日昇海洋在非洲毛里塔尼亚加工生产鱼粉，将直接利好公司鱼粉产品销售，有助于提升产品盈利空间与整体经营业绩。 2、据2026年6月9日互动易，近期鱼粉价格持续走高，公司远洋捕捞及相关水产品加工业务将受益于鱼粉涨价行情，产品盈利空间有望提升。 3、据2025年年报，公司以水产品加工、饲料及饲料原料为业务双核心，在广东、广西、海南等罗非鱼主产区完成业务布局，具备产业链协同优势；公司实控人为青岛市人民政府国有资产监督管理委员会。	公司为全球加工规模最大、国内领先的罗非鱼食品综合提供商	2026-05-14\|6.52\|-0.76\|6.55\|6.63\|6.48\|84475;2026-05-15\|6.54\|0.31\|6.55\|6.60\|6.45\|73696;2026-05-18\|6.61\|1.07\|6.51\|6.63\|6.43\|83380;2026-05-19\|6.62\|0.15\|6.61\|6.73\|6.51\|68206;2026-05-20\|6.46\|-2.42\|6.59\|6.64\|6.40\|61654;2026-05-21\|6.24\|-3.41\|6.50\|6.58\|6.21\|75726;2026-05-22\|6.43\|3.04\|6.34\|6.46\|6.17\|86060;2026-05-25\|6.32\|-1.71\|6.43\|6.54\|6.23\|57838;2026-05-26\|6.13\|-3.01\|6.32\|6.35\|6.09\|84598;2026-05-27\|6.01\|-1.96\|6.15\|6.15\|5.87\|91771;2026-05-28\|6.03\|0.33\|6.00\|6.10\|5.84\|61371;2026-05-29\|5.88\|-2.49\|6.00\|6.09\|5.86\|57572;2026-06-01\|6.13\|4.25\|5.85\|6.15\|5.81\|73093;2026-06-02\|5.86\|-4.40\|6.12\|6.17\|5.83\|90352;2026-06-03\|5.72\|-2.39\|5.85\|5.92\|5.67\|76289;2026-06-04\|5.95\|4.02\|6.10\|6.29\|5.81\|396359;2026-06-05\|5.80\|-2.52\|5.84\|5.94\|5.60\|344274;2026-06-08\|5.58\|-3.79\|5.80\|5.91\|5.48\|176519;2026-06-09\|5.53\|0.00\|5.63\|5.65\|5.47\|110426;2026-06-10\|5.51\|-0.36\|5.47\|5.58\|5.42\|100372;2026-06-11\|5.41\|-1.81\|5.49\|5.55\|5.34\|85853;2026-06-12\|5.52\|2.03\|5.47\|5.52\|5.33\|91188;2026-06-15\|5.40\|-2.17\|5.52\|5.73\|5.36\|113429;2026-06-16\|5.80\|7.41\|5.37\|5.94\|5.23\|291198;2026-06-17\|5.51\|-5.00\|5.70\|5.87\|5.36\|251021;2026-06-18\|5.33\|-3.27\|5.48\|5.50\|5.23\|143769;2026-06-22\|5.37\|0.75\|5.28\|5.40\|5.13\|104331;2026-06-23\|5.49\|2.23\|5.37\|5.60\|5.29\|107144;2026-06-24\|5.17\|-5.83\|5.50\|5.51\|5.12\|138793;2026-06-25\|5.07\|-1.93\|5.12\|5.17\|4.98\|94930;2026-06-26\|5.03\|-0.79\|5.06\|5.14\|4.94\|68681;2026-06-29\|5.01\|-0.40\|5.01\|5.07\|4.83\|78140;2026-06-30\|4.97\|-0.80\|5.01\|5.11\|4.92\|77043;2026-07-01\|5.13\|3.22\|4.95\|5.20\|4.95\|104362;2026-07-02\|5.64\|9.94\|5.14\|5.64\|5.12\|337408;2026-07-03\|5.36\|-4.96\|5.57\|5.78\|5.33\|347467;2026-07-06\|5.34\|-0.37\|5.45\|5.58\|5.32\|165501;2026-07-07\|5.25\|-1.69\|5.38\|5.45\|5.21\|163943;2026-07-08\|5.19\|-1.14\|5.30\|5.33\|5.14\|95377;2026-07-09\|5.19\|0.00\|5.18\|5.33\|5.09\|111508;2026-07-10\|5.38\|3.66\|5.17\|5.47\|5.08\|141556;2026-07-13\|5.19\|-3.53\|5.35\|5.37\|5.18\|98402;2026-07-14\|5.25\|1.16\|5.10\|5.28\|5.00\|110869;2026-07-15\|5.38\|2.48\|5.22\|5.45\|5.20\|85618;2026-07-16\|5.45\|1.30\|5.32\|5.52\|5.32\|87775;2026-07-17\|5.22\|-4.22\|5.44\|5.55\|5.16\|98996;2026-07-20\|4.93\|-5.56\|5.21\|5.30\|4.86\|115489;2026-07-21\|4.79\|-2.84\|4.93\|4.98\|4.61\|144263;2026-07-22\|4.69\|-2.09\|4.74\|4.86\|4.66\|92347;2026-07-23\|4.88\|4.05\|4.66\|4.91\|4.65\|80171;2026-07-24\|4.72\|-3.28\|4.85\|4.88\|4.68\|68406;2026-07-27\|4.96\|5.08\|4.73\|5.02\|4.71\|131324;2026-07-28\|5.02\|1.21\|4.92\|5.13\|4.92\|81793;2026-07-29\|5.17\|2.99\|5.02\|5.24\|5.00\|95087;2026-07-30\|5.08\|-1.74\|5.18\|5.27\|5.02\|84589;2026-07-31\|5.21\|2.56\|5.05\|5.27\|5.05\|78878;2026-08-03\|5.43\|4.22\|5.22\|5.45\|5.21\|87665;2026-08-04\|5.44\|0.18\|5.44\|5.48\|5.38\|65875;2026-08-05\|5.43\|-0.18\|5.44\|5.49\|5.38\|51551;2026-08-06\|5.51\|1.47\|5.47\|5.52\|5.39\|55746;2026-08-07\|5.48\|-0.54\|5.50\|5.51\|5.38\|51210;2026-08-10\|6.03\|10.04\|5.50\|6.03\|5.50\|287090;2026-08-11\|5.90\|-2.16\|5.87\|6.14\|5.78\|347394;2026-08-12\|6.12\|3.73\|5.88\|6.17\|5.82\|195374;2026-08-13\|6.16\|0.65\|6.11\|6.32\|6.00\|176542;2026-08-14\|6.26\|1.62\|6.16\|6.46\|6.14\|252969;2026-08-17\|6.27\|0.16\|6.27\|6.32\|5.96\|229536;2026-08-18\|6.22\|-0.80\|6.27\|6.59\|6.15\|316325;2026-08-19\|6.10\|-1.93\|6.13\|6.49\|6.10\|329453;2026-08-20\|6.06\|-0.66\|6.15\|6.25\|5.85\|214973;2026-08-21\|5.95\|-1.82\|6.02\|6.05\|5.90\|179603;2026-08-24\|6.09\|2.35\|5.97\|6.15\|5.90\|173296;2026-08-25\|6.31\|3.61\|6.01\|6.35\|5.97\|172086;2026-08-26\|6.28\|-0.48\|6.23\|6.40\|6.19\|108554;2026-08-27\|6.35\|1.11\|6.27\|6.39\|6.22\|106600;2026-08-28\|6.39\|0.63\|6.34\|6.54\|6.28\|159060;2026-08-31\|6.62\|3.60\|6.35\|7.03\|6.26\|394069;2026-09-01\|7.28\|9.97\|6.52\|7.28\|6.52\|182270;2026-09-02\|6.68\|-8.24\|7.83\|7.83\|6.55\|557876;2026-09-03\|6.40\|-4.19\|6.59\|6.73\|6.35\|376732;2026-09-04\|6.66\|4.06\|6.43\|6.84\|6.34\|384200;2026-09-07\|7.03\|5.56\|6.66\|7.12\|6.66\|360469;2026-09-08\|7.55\|7.40\|7.05\|7.73\|7.04\|502791;2026-09-09\|7.76\|2.78\|7.56\|8.14\|7.45\|608411;2026-09-10\|7.19\|-7.35\|7.76\|7.80\|7.17\|499930;2026-09-11\|6.91\|-3.89\|7.20\|7.25\|6.85\|348731;2026-09-14\|6.94\|0.43\|6.78\|7.07\|6.68\|258335;2026-09-15\|6.48\|-6.63\|6.93\|7.14\|6.44\|251491;2026-09-16\|6.55\|1.08\|6.43\|6.67\|6.29\|205573;2026-09-17\|6.54\|-0.15\|6.49\|6.61\|6.30\|252290
112874		电子布+定增转型+固态电池+车规胶膜行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月4日公告，公司拟向特定对象发行股票募资不超9.27亿元，用于年产2000吨电子级玻璃纤维布建设项目等，切入电子级玻璃纤维布领域，向产业链价值更高领域进军。 2、据2025年年度报告，公司产品包括固态电池包裹保护膜，可为方形、圆形、刀片电池提供绝缘和包裹用高性能保护膜。 3、据2025年年度报告，公司车规级胶膜新材料直接和间接与比亚迪、吉利、长城等主流新能源品牌批量化供货，产品终端配套极氪、王朝、海洋、腾势等多款热门车型。	公司拟定增募资不超9.27亿元投向电子级玻纤布等项目	2026-05-14\|21.07\|0.86\|20.89\|21.66\|20.71\|118741;2026-05-15\|20.68\|-1.85\|20.91\|21.30\|20.58\|116257;2026-05-18\|20.42\|-1.26\|20.58\|20.77\|20.09\|108002;2026-05-19\|20.87\|2.20\|20.39\|20.97\|20.22\|73015;2026-05-20\|21.60\|3.50\|20.87\|22.05\|20.87\|113161;2026-05-21\|21.69\|0.42\|21.57\|22.10\|21.42\|111713;2026-05-22\|22.11\|1.94\|22.00\|22.80\|21.72\|125607;2026-05-25\|22.10\|-0.05\|21.97\|22.79\|21.76\|95815;2026-05-26\|22.47\|1.67\|21.89\|22.56\|21.65\|96717;2026-05-27\|22.90\|1.91\|22.60\|23.45\|22.30\|154324;2026-05-28\|24.00\|4.80\|23.00\|25.19\|22.65\|300927;2026-05-29\|25.50\|6.25\|24.00\|25.53\|23.41\|275531;2026-06-01\|24.44\|-4.16\|25.25\|25.98\|24.00\|252619;2026-06-02\|24.93\|2.00\|24.93\|25.15\|23.88\|141633;2026-06-03\|26.11\|4.73\|24.76\|26.48\|23.88\|217430;2026-06-04\|26.60\|1.88\|28.72\|28.72\|25.79\|547474;2026-06-05\|23.94\|-10.00\|25.08\|25.48\|23.94\|142556;2026-06-08\|22.20\|-7.27\|21.55\|23.04\|21.55\|304520;2026-06-09\|22.85\|2.93\|22.70\|23.88\|22.48\|247616;2026-06-10\|22.22\|-2.76\|22.89\|22.89\|21.78\|147932;2026-06-11\|23.40\|5.31\|21.80\|23.68\|21.80\|179451;2026-06-12\|24.90\|6.41\|23.70\|25.74\|23.69\|236639;2026-06-15\|27.39\|10.00\|25.10\|27.39\|24.51\|308279;2026-06-16\|26.93\|-1.68\|27.12\|28.73\|26.35\|430702;2026-06-17\|26.20\|-2.71\|25.77\|26.94\|25.18\|331070;2026-06-18\|24.84\|-5.19\|25.94\|25.98\|23.58\|322816;2026-06-22\|24.10\|-2.98\|25.24\|25.25\|23.56\|171326;2026-06-23\|24.06\|-0.17\|24.02\|24.68\|23.43\|140649;2026-06-24\|24.83\|3.20\|23.70\|25.15\|23.53\|189293;2026-06-25\|23.60\|-4.95\|24.85\|25.36\|23.50\|204629;2026-06-26\|22.89\|-3.01\|23.51\|23.53\|22.25\|183170;2026-06-29\|22.32\|-2.49\|22.88\|23.10\|21.68\|125858;2026-06-30\|22.85\|2.37\|22.26\|22.89\|21.60\|118273;2026-07-01\|22.34\|-2.23\|22.88\|23.78\|22.27\|113339;2026-07-02\|22.42\|0.36\|21.83\|23.36\|21.78\|119492;2026-07-03\|21.62\|-3.57\|22.40\|22.42\|21.56\|102535;2026-07-06\|20.64\|-4.53\|21.58\|21.93\|20.58\|114608;2026-07-07\|21.16\|2.52\|20.54\|22.08\|20.24\|118595;2026-07-08\|19.42\|-8.22\|21.05\|21.15\|19.38\|99407;2026-07-09\|19.38\|-0.21\|19.30\|19.76\|18.40\|100593;2026-07-10\|19.28\|0.00\|19.30\|20.30\|19.25\|81786;2026-07-13\|18.70\|-3.01\|19.31\|19.86\|18.60\|81278;2026-07-14\|18.56\|-0.75\|18.70\|19.01\|18.20\|84871;2026-07-15\|19.61\|5.66\|19.60\|20.25\|19.16\|109803;2026-07-16\|18.70\|-4.64\|19.59\|20.48\|18.56\|110565;2026-07-17\|17.73\|-5.19\|18.67\|19.20\|17.64\|112110;2026-07-20\|16.92\|-4.57\|18.00\|18.17\|16.66\|125372;2026-07-21\|17.35\|2.54\|16.92\|17.58\|15.70\|112462;2026-07-22\|16.92\|-2.48\|17.37\|17.68\|16.75\|71506;2026-07-23\|17.07\|0.89\|16.91\|17.35\|16.78\|49559;2026-07-24\|16.67\|-2.34\|16.90\|17.22\|16.36\|51821;2026-07-27\|17.61\|5.64\|16.50\|17.65\|16.50\|109273;2026-07-28\|17.30\|-1.76\|17.35\|17.94\|17.25\|65564;2026-07-29\|17.40\|0.58\|17.43\|17.49\|16.82\|67517;2026-07-30\|16.23\|-6.72\|17.18\|17.37\|16.23\|82308;2026-07-31\|16.56\|2.03\|16.75\|17.13\|16.53\|73106;2026-08-03\|16.68\|0.72\|16.52\|16.87\|16.52\|60019;2026-08-04\|17.13\|2.70\|16.81\|17.34\|16.68\|67108;2026-08-05\|17.59\|2.69\|17.09\|17.89\|16.95\|72281;2026-08-06\|18.21\|3.52\|17.56\|18.25\|17.30\|76931;2026-08-07\|18.38\|0.93\|18.07\|18.57\|17.55\|83603;2026-08-10\|18.13\|-1.36\|18.39\|18.45\|17.85\|64236;2026-08-11\|18.12\|-0.06\|18.03\|18.43\|17.93\|49930;2026-08-12\|18.65\|2.92\|18.11\|18.89\|18.01\|69776;2026-08-13\|18.39\|-1.39\|18.93\|18.96\|18.38\|67483;2026-08-14\|18.74\|1.90\|18.90\|19.10\|18.50\|82798;2026-08-17\|19.17\|2.29\|18.66\|19.18\|18.52\|67776;2026-08-18\|18.87\|-1.56\|19.68\|19.68\|18.60\|67953;2026-08-19\|18.00\|-4.61\|18.56\|18.85\|17.96\|61181;2026-08-20\|18.14\|0.78\|18.30\|18.30\|17.91\|35542;2026-08-21\|18.19\|0.28\|18.00\|18.24\|17.72\|33073;2026-08-24\|18.04\|-0.82\|18.20\|18.36\|17.85\|36648;2026-08-25\|18.25\|1.16\|18.05\|18.27\|17.72\|41054;2026-08-26\|18.37\|0.66\|18.28\|18.74\|18.16\|51089;2026-08-27\|18.52\|0.82\|18.28\|18.58\|17.80\|68478;2026-08-28\|18.33\|-1.03\|18.53\|18.73\|18.29\|63517;2026-08-31\|18.39\|0.33\|18.15\|18.44\|18.01\|51812;2026-09-01\|18.27\|-0.65\|18.46\|18.61\|18.18\|52523;2026-09-02\|18.10\|-0.93\|18.11\|18.19\|17.71\|46271;2026-09-03\|18.54\|2.43\|18.39\|18.57\|18.00\|55644;2026-09-04\|18.63\|0.49\|18.64\|18.90\|18.48\|61743;2026-09-07\|18.43\|-1.07\|18.82\|18.93\|18.15\|80566;2026-09-08\|18.26\|-0.92\|18.36\|18.49\|18.12\|42180;2026-09-09\|18.37\|0.60\|18.23\|18.50\|18.19\|48504;2026-09-10\|18.20\|-0.93\|18.31\|18.51\|18.12\|43837;2026-09-11\|17.83\|-2.03\|18.11\|18.42\|17.49\|68685;2026-09-14\|18.47\|3.59\|17.66\|18.64\|17.49\|68376;2026-09-15\|18.64\|0.92\|18.33\|19.06\|18.33\|71651;2026-09-16\|18.88\|1.29\|18.47\|18.96\|18.40\|59742;2026-09-17\|19.05\|0.90\|18.85\|19.27\|18.66\|74796
112873	分析称MicroLED与CPO架构互补性强	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107;2026-07-13\|15.73\|-7.14\|16.51\|17.10\|15.56\|2367899;2026-07-14\|14.97\|-4.83\|14.83\|15.34\|14.16\|3525347;2026-07-15\|14.25\|-4.81\|15.00\|15.10\|14.20\|2035774;2026-07-16\|13.59\|-4.63\|14.03\|14.40\|13.42\|1895459;2026-07-17\|12.45\|-8.39\|13.42\|13.45\|12.33\|2108112;2026-07-20\|11.60\|-6.83\|12.70\|12.80\|11.35\|2079232;2026-07-21\|12.48\|7.59\|11.78\|12.50\|10.84\|2627418;2026-07-22\|12.29\|-1.52\|12.19\|12.76\|12.13\|2026215;2026-07-23\|12.13\|-1.30\|12.30\|12.41\|11.94\|1384972;2026-07-24\|11.77\|-2.97\|11.89\|12.19\|11.77\|1121567;2026-07-27\|12.33\|4.76\|11.72\|12.33\|11.64\|1487506;2026-07-28\|12.12\|-1.70\|12.08\|12.56\|12.02\|1426835;2026-07-29\|12.25\|1.07\|12.01\|12.31\|11.52\|1595518;2026-07-30\|11.81\|-3.59\|12.07\|12.22\|11.71\|1324691;2026-07-31\|12.24\|3.64\|12.32\|12.55\|12.16\|1870122;2026-08-03\|12.22\|-0.16\|12.00\|12.28\|11.83\|1237311;2026-08-04\|12.70\|3.93\|12.35\|12.77\|12.35\|1722981;2026-08-05\|13.35\|5.12\|12.66\|13.50\|12.59\|2418969;2026-08-06\|13.71\|2.70\|13.14\|13.98\|13.11\|2527123;2026-08-07\|14.40\|5.03\|13.82\|14.90\|13.69\|2925030;2026-08-10\|13.82\|-4.03\|14.40\|14.51\|13.66\|2330671;2026-08-11\|13.46\|-2.60\|13.51\|13.79\|13.42\|1529284;2026-08-12\|13.67\|1.56\|13.41\|13.77\|13.38\|1286192;2026-08-13\|13.51\|-1.17\|13.80\|14.07\|13.51\|1769541;2026-08-14\|13.58\|0.52\|13.52\|13.63\|13.25\|1257544;2026-08-17\|14.15\|4.20\|13.66\|14.18\|13.60\|1867874;2026-08-18\|14.83\|4.81\|14.10\|14.93\|14.03\|2678415;2026-08-19\|13.51\|-8.90\|14.15\|14.28\|13.40\|2087398;2026-08-20\|13.75\|1.78\|13.70\|13.86\|13.46\|1208688;2026-08-21\|13.79\|0.29\|13.58\|13.95\|13.40\|1100009;2026-08-24\|12.88\|-6.60\|13.65\|13.65\|12.79\|1497840;2026-08-25\|13.22\|2.64\|12.65\|13.32\|12.57\|1139137;2026-08-26\|13.03\|-1.44\|13.18\|13.25\|12.91\|861132;2026-08-27\|13.31\|2.15\|13.06\|13.38\|12.96\|1071427;2026-08-28\|13.12\|-1.43\|13.31\|13.52\|13.11\|961988;2026-08-31\|13.09\|-0.23\|12.88\|13.10\|12.75\|850862;2026-09-01\|12.94\|-1.15\|13.16\|13.16\|12.86\|740034;2026-09-02\|12.63\|-2.40\|12.76\|12.85\|12.58\|703865;2026-09-03\|13.89\|9.98\|13.10\|13.89\|13.09\|2510281;2026-09-04\|13.23\|-4.75\|13.80\|13.89\|13.20\|2697874;2026-09-07\|13.05\|-1.36\|13.17\|13.33\|12.85\|1291696;2026-09-08\|12.86\|-1.46\|13.09\|13.10\|12.75\|1094874;2026-09-09\|12.85\|-0.08\|12.92\|13.06\|12.75\|894869;2026-09-10\|12.62\|-1.79\|12.72\|12.79\|12.55\|720243;2026-09-11\|12.43\|-1.51\|12.40\|12.49\|12.14\|901183;2026-09-14\|12.59\|1.29\|12.37\|12.74\|12.25\|811179;2026-09-15\|12.44\|-1.19\|12.47\|12.63\|12.41\|591675;2026-09-16\|12.79\|2.81\|12.44\|12.83\|12.38\|885146;2026-09-17\|12.84\|0.39\|12.70\|13.08\|12.65\|992606
112872	消息称字节跳动今年计划最高支出700亿美元	AIDC项目交付+算力UPS电源+员工持股计划行业原因：华泰期货指出，近期碳酸锂盘面价格反弹，碳酸锂供需偏紧格局尚未改变。供给扰动上，枧下窝用地预审被注销，复产预期下降，加剧了短期供需偏紧的格局。公司原因： 1、据雄韬股份官微2026年6月11日报道，公司于北欧芬兰的AIDC大型数据中心项目如期交付，项目配套公司REVO系列UPS锂电解决方案，为超大规模数字基础设施提供备电保障。 2、据2026年4月24日年报，公司专注于算力中心与数据中心UPS电源领域，将其作为最核心的发展战略，提供高倍率锂电池等解决方案，在LFP锂电UPS领域占据全球领先地位。 3、据2026年3月27日员工持股计划草案，公司设定2026年净利润增长率不低于10%的业绩考核目标，彰显管理层对公司未来发展的信心。	公司聚焦算力中心与数据中心UPS电源，高倍率锂电产品已大规模应用于东南亚、澳洲、欧洲算力中心，为UPS厂家首选品牌	2026-05-14\|27.02\|-3.33\|28.09\|28.55\|27.00\|188602;2026-05-15\|27.11\|0.33\|27.10\|27.55\|26.68\|158601;2026-05-18\|26.20\|-3.36\|26.84\|27.18\|25.87\|203011;2026-05-19\|25.64\|-2.14\|26.22\|26.45\|25.23\|141957;2026-05-20\|25.71\|0.27\|25.51\|26.12\|25.05\|110919;2026-05-21\|25.23\|-1.87\|25.90\|26.63\|25.18\|155941;2026-05-22\|27.75\|9.99\|25.50\|27.75\|25.29\|262553;2026-05-25\|29.32\|5.66\|28.20\|29.68\|28.11\|379053;2026-05-26\|32.25\|9.99\|29.14\|32.25\|28.71\|578390;2026-05-27\|33.80\|4.81\|32.45\|35.00\|32.03\|551151;2026-05-28\|34.47\|1.98\|30.97\|35.05\|30.97\|475778;2026-05-29\|33.42\|-3.05\|34.90\|35.22\|33.00\|318659;2026-06-01\|30.08\|-9.99\|33.65\|33.70\|30.08\|325352;2026-06-02\|30.05\|-0.10\|30.60\|31.04\|28.90\|269061;2026-06-03\|29.70\|-0.83\|30.00\|30.24\|29.11\|201937;2026-06-04\|32.67\|10.00\|29.36\|32.67\|29.25\|232007;2026-06-05\|33.96\|3.95\|33.20\|35.76\|33.02\|437205;2026-06-08\|33.57\|-1.15\|33.85\|34.86\|32.43\|336055;2026-06-09\|35.62\|6.11\|33.98\|35.96\|33.60\|366103;2026-06-10\|32.06\|-9.99\|35.27\|35.27\|32.06\|301999;2026-06-11\|31.39\|-2.09\|30.87\|32.04\|30.01\|330034;2026-06-12\|34.53\|10.00\|31.70\|34.53\|31.46\|180628;2026-06-15\|37.73\|9.27\|36.95\|37.98\|35.57\|568266;2026-06-16\|36.50\|-3.26\|36.56\|37.38\|36.31\|390948;2026-06-17\|35.88\|-1.70\|36.71\|37.20\|35.13\|328282;2026-06-18\|35.09\|-2.20\|35.56\|36.27\|34.70\|267190;2026-06-22\|35.00\|-0.26\|35.33\|35.34\|34.10\|266080;2026-06-23\|33.06\|-5.54\|35.00\|35.00\|32.64\|250923;2026-06-24\|32.82\|-0.73\|32.90\|33.81\|32.04\|192792;2026-06-25\|34.71\|5.76\|32.86\|35.48\|32.45\|429870;2026-06-26\|35.44\|2.10\|33.96\|36.20\|33.26\|431096;2026-06-29\|31.90\|-9.99\|34.81\|34.81\|31.90\|126580;2026-06-30\|30.98\|-2.88\|28.71\|31.38\|28.71\|436330;2026-07-01\|28.50\|-8.01\|30.92\|30.99\|28.11\|370926;2026-07-02\|26.39\|-7.40\|28.23\|28.48\|26.31\|245158;2026-07-03\|26.03\|-1.36\|26.80\|27.37\|26.00\|196993;2026-07-06\|25.13\|-3.46\|26.70\|26.88\|25.06\|183883;2026-07-07\|26.25\|4.46\|25.60\|27.64\|25.35\|400202;2026-07-08\|23.63\|-9.98\|25.40\|25.88\|23.63\|228026;2026-07-09\|23.05\|-2.45\|22.57\|23.48\|21.69\|288552;2026-07-10\|23.31\|1.13\|23.55\|24.54\|23.06\|244386;2026-07-13\|21.66\|-7.08\|23.11\|23.39\|21.50\|148146;2026-07-14\|22.14\|2.22\|21.54\|22.35\|21.21\|150393;2026-07-15\|21.46\|-3.07\|22.38\|22.38\|21.25\|119543;2026-07-16\|20.44\|-4.75\|21.25\|21.42\|20.29\|136522;2026-07-17\|18.87\|-7.68\|20.40\|20.40\|18.70\|165347;2026-07-20\|17.58\|-6.84\|19.25\|19.39\|17.20\|184913;2026-07-21\|18.52\|5.35\|17.59\|18.60\|16.18\|222974;2026-07-22\|17.88\|-3.46\|18.29\|18.64\|17.70\|158008;2026-07-23\|18.56\|3.80\|17.83\|18.63\|17.78\|155239;2026-07-24\|17.70\|-4.63\|18.42\|18.42\|17.59\|106505;2026-07-27\|18.50\|4.52\|17.72\|18.52\|17.72\|120729;2026-07-28\|17.88\|-3.35\|18.30\|18.76\|17.80\|111682;2026-07-29\|17.95\|0.39\|17.95\|18.12\|17.30\|133163;2026-07-30\|16.83\|-6.24\|17.80\|17.92\|16.76\|148776;2026-07-31\|17.18\|2.08\|17.40\|17.77\|17.17\|143339;2026-08-03\|17.65\|2.74\|17.19\|17.78\|17.06\|115026;2026-08-04\|18.27\|3.51\|17.94\|18.35\|17.65\|115343;2026-08-05\|18.84\|3.12\|18.14\|18.94\|18.14\|142427;2026-08-06\|19.09\|1.33\|18.84\|19.24\|18.64\|137608;2026-08-07\|19.34\|1.31\|19.13\|19.43\|18.60\|152041;2026-08-10\|19.19\|-0.78\|19.40\|19.56\|18.88\|129833;2026-08-11\|19.16\|-0.16\|19.19\|19.42\|18.85\|103466;2026-08-12\|19.39\|1.20\|19.13\|19.45\|19.06\|90833;2026-08-13\|19.40\|0.05\|19.50\|20.12\|19.38\|159934;2026-08-14\|19.52\|0.62\|19.56\|19.68\|19.28\|101882;2026-08-17\|20.01\|2.51\|19.51\|20.13\|19.23\|135481;2026-08-18\|19.59\|-2.10\|20.06\|20.15\|19.41\|106234;2026-08-19\|18.40\|-6.07\|19.25\|19.45\|18.30\|112489;2026-08-20\|18.29\|-0.60\|18.59\|18.66\|18.17\|75483;2026-08-21\|18.47\|0.98\|18.29\|18.77\|17.91\|104296;2026-08-24\|18.62\|0.81\|18.62\|18.92\|18.05\|99598;2026-08-25\|18.54\|-0.43\|18.36\|18.64\|17.96\|84439;2026-08-26\|18.32\|-1.19\|18.31\|18.53\|17.90\|103010;2026-08-27\|18.56\|1.31\|18.25\|18.64\|18.12\|90321;2026-08-28\|18.55\|-0.05\|18.57\|18.83\|18.40\|84291;2026-08-31\|18.50\|-0.27\|18.30\|18.52\|18.13\|79394;2026-09-01\|18.22\|-1.51\|18.55\|18.58\|18.13\|82335;2026-09-02\|18.38\|0.88\|18.10\|18.62\|17.82\|108145;2026-09-03\|18.56\|0.98\|18.58\|18.98\|18.26\|119323;2026-09-04\|18.21\|-1.89\|18.77\|18.96\|18.08\|198855;2026-09-07\|18.62\|2.25\|18.21\|18.76\|18.21\|144282;2026-09-08\|18.18\|-2.36\|18.62\|18.68\|18.12\|122623;2026-09-09\|18.17\|-0.06\|18.18\|18.55\|18.08\|89975;2026-09-10\|17.80\|-2.04\|18.04\|18.11\|17.72\|75497;2026-09-11\|17.56\|-1.35\|17.55\|17.70\|17.10\|96311;2026-09-14\|17.52\|-0.23\|17.40\|17.73\|17.24\|54859;2026-09-15\|17.65\|0.74\|17.52\|18.06\|17.42\|98616;2026-09-16\|18.12\|2.66\|17.50\|18.26\|17.27\|134910;2026-09-17\|17.80\|-1.77\|18.15\|18.42\|17.74\|103687
112871	消息称字节跳动今年计划最高支出700亿美元	AI应用+AIGC短剧+智能运维行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年4月29日年报，公司将加大对AI大模型、智能体等技术在IT运维领域的应用探索，构建具备“感知-决策-执行”闭环能力的IT运维智能体，赋能故障预警、根因分析等核心场景。 2、据2026年4月29日年报，公司持续开拓人工智能技术新应用场景，深耕短剧精品化，依托AI能力构建“创意-生产-分发-反馈”闭环，打造高粘性内容产品矩阵。 3、据2026年4月29日年报及2025年8月27日半年报，公司是多云全栈智能运维服务商，主营IT数据中心运维产品及运维服务，主要面向电信、金融等行业大中型企事业单位。	公司是一家以提供IT数据中心运维服务及运维产品为主的多云全栈智能运维服务商，下属子公司新炬技术AIOPS智慧运维平台软件V4.0与华为云GaussDB、华为云公有云平台（鲲鹏）完成相互兼容性测试认证	2026-05-14\|26.81\|-3.39\|27.79\|27.97\|26.81\|18294;2026-05-15\|26.66\|-0.56\|27.00\|27.26\|26.53\|17033;2026-05-18\|26.94\|1.05\|26.50\|26.98\|26.50\|13063;2026-05-19\|27.58\|2.38\|27.00\|27.66\|26.81\|19040;2026-05-20\|26.68\|-3.26\|27.42\|27.56\|26.63\|18251;2026-05-21\|25.17\|-5.66\|26.85\|26.95\|25.15\|27699;2026-05-22\|25.67\|1.99\|25.30\|25.88\|25.10\|18870;2026-05-25\|24.80\|-3.39\|25.67\|25.89\|24.65\|24220;2026-05-26\|24.37\|-1.73\|24.50\|24.86\|23.81\|22719;2026-05-27\|23.11\|-5.17\|24.28\|24.33\|22.98\|28487;2026-05-28\|23.45\|1.47\|23.11\|23.73\|22.67\|22814;2026-05-29\|22.51\|-4.01\|23.65\|23.77\|22.48\|20877;2026-06-01\|24.76\|10.00\|22.51\|24.76\|22.51\|36497;2026-06-02\|23.65\|-4.48\|24.99\|25.18\|23.31\|48828;2026-06-03\|23.08\|-2.41\|23.55\|23.57\|22.90\|27213;2026-06-04\|25.39\|10.01\|23.30\|25.39\|23.30\|53349;2026-06-05\|24.45\|-3.70\|25.39\|26.20\|24.45\|88491;2026-06-08\|24.86\|1.68\|23.98\|25.64\|23.98\|62987;2026-06-09\|24.42\|-1.77\|24.66\|25.06\|23.93\|51519;2026-06-10\|25.14\|2.95\|24.70\|26.26\|24.66\|67221;2026-06-11\|22.63\|-9.98\|24.05\|24.10\|22.63\|55862;2026-06-12\|21.70\|-4.11\|22.80\|22.88\|21.31\|46987;2026-06-15\|22.35\|3.00\|22.03\|22.56\|21.75\|31677;2026-06-16\|22.38\|0.13\|22.20\|22.45\|21.79\|26078;2026-06-17\|22.40\|0.09\|23.49\|23.49\|22.10\|34360;2026-06-18\|21.99\|-1.83\|22.18\|22.33\|21.70\|24193;2026-06-22\|21.78\|-0.95\|21.90\|22.00\|20.95\|30000;2026-06-23\|21.79\|0.05\|21.83\|22.10\|21.62\|18970;2026-06-24\|21.07\|-3.30\|21.50\|21.78\|20.61\|25323;2026-06-25\|20.36\|-3.37\|21.00\|21.10\|20.30\|23284;2026-06-26\|19.61\|-3.68\|20.31\|20.31\|19.44\|21973;2026-06-29\|19.36\|-1.27\|19.61\|19.76\|19.09\|22548;2026-06-30\|19.75\|2.01\|19.25\|19.93\|19.14\|20945;2026-07-01\|20.22\|2.38\|19.75\|20.39\|19.60\|18630;2026-07-02\|20.00\|-1.09\|20.23\|20.68\|19.95\|19674;2026-07-03\|20.65\|3.25\|20.00\|21.70\|19.90\|30242;2026-07-06\|20.11\|-2.62\|20.62\|20.62\|20.05\|21932;2026-07-07\|20.08\|-0.15\|20.05\|20.94\|19.90\|27401;2026-07-08\|20.58\|2.49\|20.01\|21.03\|19.92\|25934;2026-07-09\|20.32\|-1.26\|20.46\|20.66\|19.85\|24322;2026-07-10\|20.88\|2.76\|20.20\|21.26\|20.20\|32053;2026-07-13\|20.09\|-3.78\|20.78\|20.99\|19.96\|23041;2026-07-14\|20.10\|0.05\|20.12\|20.48\|19.55\|21095;2026-07-15\|19.96\|-0.70\|19.70\|20.22\|19.60\|21686;2026-07-16\|20.25\|1.45\|19.96\|20.50\|19.75\|21089;2026-07-17\|19.36\|-4.40\|20.20\|20.40\|19.01\|27139;2026-07-20\|18.82\|-2.79\|19.33\|19.96\|18.52\|25755;2026-07-21\|18.67\|-0.80\|18.97\|19.08\|17.64\|34938;2026-07-22\|18.38\|-1.55\|18.67\|18.96\|18.28\|17203;2026-07-23\|18.68\|1.63\|18.12\|18.70\|18.12\|15106;2026-07-24\|18.11\|-3.05\|18.56\|18.67\|18.04\|15197;2026-07-27\|18.86\|4.14\|18.12\|18.92\|17.85\|22358;2026-07-28\|19.16\|1.59\|18.76\|19.29\|18.68\|11635;2026-07-29\|19.42\|1.36\|19.16\|19.49\|19.08\|13804;2026-07-30\|19.22\|-1.03\|19.23\|19.88\|19.10\|13652;2026-07-31\|20.20\|5.10\|19.20\|20.36\|19.20\|22990;2026-08-03\|20.49\|1.44\|20.10\|20.55\|20.00\|17036;2026-08-04\|21.05\|2.73\|20.90\|21.24\|20.74\|18647;2026-08-05\|21.09\|0.19\|21.26\|21.45\|20.90\|18841;2026-08-06\|21.16\|0.33\|20.91\|21.54\|20.82\|16313;2026-08-07\|20.81\|-1.65\|21.15\|21.30\|20.22\|25395;2026-08-10\|21.01\|0.96\|20.72\|21.09\|20.51\|17484;2026-08-11\|21.02\|0.05\|21.20\|21.20\|20.62\|11953;2026-08-12\|21.25\|1.09\|21.74\|22.55\|21.11\|62366;2026-08-13\|20.83\|-1.98\|21.68\|21.88\|20.82\|48623;2026-08-14\|21.14\|1.49\|20.70\|21.74\|20.66\|33459;2026-08-17\|21.00\|-0.52\|20.99\|21.15\|20.65\|24389;2026-08-18\|20.78\|-1.05\|20.95\|21.02\|20.38\|23634;2026-08-19\|19.95\|-3.99\|20.42\|20.56\|19.83\|17469;2026-08-20\|20.24\|1.45\|20.10\|20.39\|19.89\|10824;2026-08-21\|20.42\|0.89\|20.02\|20.49\|19.85\|11053;2026-08-24\|19.86\|-2.74\|20.77\|20.77\|19.70\|10007;2026-08-25\|20.31\|2.27\|19.80\|20.40\|19.66\|11635;2026-08-26\|20.39\|0.39\|20.31\|20.54\|20.10\|9455;2026-08-27\|20.34\|-0.25\|20.36\|20.45\|20.22\|8835;2026-08-28\|20.74\|1.97\|20.28\|21.13\|20.28\|17554;2026-08-31\|21.01\|1.30\|20.51\|21.06\|20.13\|20479;2026-09-01\|21.53\|2.48\|20.90\|21.68\|20.90\|25397;2026-09-02\|22.04\|2.37\|21.38\|22.40\|21.20\|32091;2026-09-03\|24.24\|9.98\|24.24\|24.24\|24.24\|18255;2026-09-04\|26.66\|9.98\|26.66\|26.66\|26.66\|41043;2026-09-07\|27.99\|4.99\|26.66\|29.32\|24.79\|206691;2026-09-08\|25.38\|-9.32\|26.70\|26.77\|25.25\|173757;2026-09-09\|24.09\|-5.08\|25.39\|25.80\|23.49\|131065;2026-09-10\|22.11\|-8.22\|23.48\|23.48\|21.97\|102358;2026-09-11\|21.04\|-4.84\|21.75\|21.90\|20.98\|70341;2026-09-14\|20.69\|-1.66\|20.54\|21.01\|20.48\|44558;2026-09-15\|21.14\|2.17\|20.84\|21.60\|20.84\|70187;2026-09-16\|20.20\|-4.45\|20.77\|20.77\|19.82\|65563;2026-09-17\|20.32\|0.59\|19.85\|20.85\|19.85\|46602
112870	消息称字节跳动今年计划最高支出700亿美元	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991;2026-09-11\|54.88\|-2.80\|56.48\|56.48\|52.95\|69889;2026-09-14\|55.10\|0.40\|54.75\|55.24\|52.94\|34618;2026-09-15\|54.82\|-0.51\|54.13\|56.68\|54.13\|39500;2026-09-16\|55.05\|0.42\|54.89\|55.86\|53.80\|37254;2026-09-17\|55.37\|0.58\|55.23\|56.50\|54.90\|30896
112869	燃气轮机产量缺口将长期存在	燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.26\|-5.42\|32.70\|32.70\|30.75\|346517;2026-07-14\|31.48\|0.70\|31.30\|31.85\|30.38\|303764;2026-07-15\|30.67\|-2.57\|31.30\|31.75\|30.06\|246907;2026-07-16\|29.30\|-4.47\|30.15\|30.38\|29.16\|241413;2026-07-17\|28.00\|-4.44\|29.00\|29.30\|27.37\|323081;2026-07-20\|28.68\|2.43\|28.28\|29.49\|28.13\|347939;2026-07-21\|28.84\|0.56\|29.20\|29.20\|28.21\|265595;2026-07-22\|29.76\|3.19\|28.97\|30.59\|28.65\|324135;2026-07-23\|30.65\|2.99\|30.20\|31.10\|29.61\|249315;2026-07-24\|29.57\|-3.52\|30.39\|30.39\|29.54\|159642;2026-07-27\|29.76\|0.64\|29.53\|30.07\|28.94\|182867;2026-07-28\|27.70\|-6.92\|29.06\|29.24\|27.51\|230987;2026-07-29\|28.53\|3.75\|27.70\|29.08\|27.17\|220048;2026-07-30\|27.18\|-4.73\|28.46\|28.46\|26.74\|247582;2026-07-31\|26.76\|-1.55\|27.75\|27.97\|26.40\|320559;2026-08-03\|26.95\|0.71\|26.45\|27.35\|26.45\|280951;2026-08-04\|27.92\|3.60\|26.96\|28.15\|26.44\|273625;2026-08-05\|28.46\|1.93\|27.58\|28.76\|27.51\|276064;2026-08-06\|29.02\|1.97\|28.00\|29.09\|28.00\|202025;2026-08-07\|30.24\|4.20\|29.01\|30.56\|28.83\|295382;2026-08-10\|31.99\|5.79\|30.26\|32.41\|30.04\|325170;2026-08-11\|32.61\|1.94\|31.51\|33.58\|31.00\|366699;2026-08-12\|32.36\|-0.77\|32.57\|32.95\|32.00\|134894;2026-08-13\|31.44\|-2.84\|32.35\|32.66\|31.32\|175686;2026-08-14\|31.49\|0.16\|31.61\|31.64\|31.08\|134187;2026-08-17\|33.82\|7.40\|31.64\|34.11\|31.19\|294806;2026-08-18\|33.23\|-1.74\|33.72\|34.01\|33.07\|158366;2026-08-19\|31.81\|-4.27\|32.99\|33.03\|31.32\|210996;2026-08-20\|31.31\|-1.57\|31.81\|32.13\|31.09\|119478;2026-08-21\|31.93\|1.98\|31.03\|32.20\|30.90\|126069;2026-08-24\|31.66\|-0.85\|31.92\|32.56\|31.00\|158417;2026-08-25\|31.85\|0.60\|31.10\|32.05\|31.10\|97312;2026-08-26\|32.09\|0.75\|31.81\|32.59\|31.65\|98931;2026-08-27\|31.82\|-0.84\|32.08\|32.12\|30.95\|110831;2026-08-28\|31.81\|-0.03\|31.82\|32.15\|31.03\|122445;2026-08-31\|32.86\|3.30\|32.00\|33.50\|31.15\|253191;2026-09-01\|31.91\|-2.89\|32.38\|32.68\|31.51\|227595;2026-09-02\|32.59\|2.13\|31.71\|32.88\|31.30\|184148;2026-09-03\|32.68\|0.28\|32.51\|33.32\|32.19\|168026;2026-09-04\|32.98\|0.92\|32.95\|33.73\|32.58\|253293;2026-09-07\|35.04\|6.25\|33.07\|35.08\|32.65\|300268;2026-09-08\|34.41\|-1.80\|34.32\|35.02\|34.02\|182676;2026-09-09\|35.22\|2.35\|34.39\|35.73\|34.02\|202565;2026-09-10\|34.81\|-1.16\|34.70\|35.96\|34.54\|199755;2026-09-11\|34.30\|-1.47\|34.15\|35.00\|33.34\|169399;2026-09-14\|33.99\|-0.90\|34.30\|34.48\|33.53\|116922;2026-09-15\|33.96\|-0.09\|33.61\|34.90\|32.99\|150233;2026-09-16\|32.06\|-5.59\|33.87\|34.13\|31.50\|372638;2026-09-17\|32.60\|1.68\|31.82\|32.80\|31.82\|166655
112868	燃气轮机产量缺口将长期存在	HRSG+燃机+越南基地+海外收入占比过半 1、据2026年6月3日投资者关系活动记录表，越南制造基地于2026年5月30日顺利完成HRSG产品首次交付，标志着越南生产基地正式具备HRSG产品量产与海外交付能力，是公司服务北美AI数据中心电力设备市场的重要里程碑；三期工厂已于6月3日奠基，预计2027年3月建成投产。 2、据2026年6月3日投资者关系活动记录表，公司2025年海外业务收入达2.59亿元，占营业收入比重升至51.52%，超越国内收入，国际化战略进入收获期；越南基地成为辐射全球市场特别是北美市场的“桥头堡”，以应对北美AI数据中心建设带来的增量需求。 3、据2025年年度报告，公司主营业务为防腐防磨堆焊装备、非堆焊锅炉部件等，是国内少数几家具备防腐防磨堆焊装备规模化生产能力的企业之一，产品应用于垃圾焚烧发电、燃煤发电等领域。	公司拥有燃气轮机HRSG（后端余热锅炉），越南工厂提前布局海外产能，已切入GEV供应链且2026年初将新增西门子、三菱客户；2027年海外燃机新增产能对应HRSG增量需求100台+，公司产能可完全匹配需求	2026-05-14\|58.80\|-6.61\|62.96\|62.96\|58.80\|68997;2026-05-15\|58.36\|-0.75\|58.91\|61.45\|57.86\|58988;2026-05-18\|57.27\|-1.87\|58.01\|59.56\|56.60\|45933;2026-05-19\|56.57\|-1.22\|56.84\|58.10\|55.17\|46711;2026-05-20\|54.22\|-4.15\|55.91\|56.82\|54.14\|48889;2026-05-21\|50.70\|-6.49\|54.67\|55.40\|50.50\|55039;2026-05-22\|52.27\|3.10\|51.70\|54.26\|50.70\|66448;2026-05-25\|53.92\|3.16\|52.80\|55.49\|52.80\|57728;2026-05-26\|52.30\|-3.00\|53.57\|53.57\|51.11\|41122;2026-05-27\|50.32\|-3.79\|52.30\|54.86\|49.95\|61065;2026-05-28\|54.80\|8.90\|50.39\|55.45\|50.14\|70747;2026-05-29\|43.30\|3.10\|44.94\|45.00\|41.21\|139690;2026-06-01\|44.45\|2.66\|42.95\|47.38\|41.99\|181001;2026-06-02\|44.53\|0.18\|44.01\|47.00\|43.78\|130585;2026-06-03\|43.31\|-2.74\|43.92\|45.60\|42.60\|110125;2026-06-04\|51.97\|20.00\|43.00\|51.97\|42.96\|220885;2026-06-05\|52.37\|0.77\|51.97\|54.00\|51.93\|182388;2026-06-08\|47.01\|-10.23\|50.96\|51.46\|46.26\|128745;2026-06-09\|47.99\|2.08\|49.23\|49.34\|47.13\|90881;2026-06-10\|45.83\|-4.50\|47.36\|47.98\|45.38\|92610;2026-06-11\|51.70\|12.81\|45.40\|53.84\|45.40\|175367;2026-06-12\|50.56\|-2.21\|51.10\|53.63\|50.18\|130735;2026-06-15\|50.81\|0.49\|51.10\|51.88\|50.01\|106478;2026-06-16\|49.85\|-1.89\|50.38\|51.88\|49.50\|98173;2026-06-17\|48.63\|-2.45\|49.13\|50.50\|48.08\|87430;2026-06-18\|48.89\|0.53\|50.70\|52.99\|48.12\|193469;2026-06-22\|51.45\|5.24\|49.87\|51.58\|46.75\|172551;2026-06-23\|50.40\|-2.04\|51.18\|52.89\|50.01\|106196;2026-06-24\|49.66\|-1.47\|50.50\|51.50\|47.55\|113194;2026-06-25\|50.25\|1.19\|49.50\|52.80\|48.50\|141644;2026-06-26\|48.30\|-3.88\|50.24\|53.90\|48.19\|181295;2026-06-29\|42.08\|-12.88\|48.00\|48.00\|40.52\|209868;2026-06-30\|41.71\|-0.88\|42.16\|42.48\|40.68\|95628;2026-07-01\|42.37\|1.58\|42.90\|45.09\|41.86\|121625;2026-07-02\|40.72\|-3.89\|41.94\|43.64\|40.51\|101361;2026-07-03\|41.72\|2.46\|41.12\|42.76\|40.62\|84799;2026-07-06\|41.51\|-0.50\|42.00\|44.20\|41.18\|91733;2026-07-07\|39.94\|-3.78\|42.45\|43.76\|39.70\|81543;2026-07-08\|37.33\|-6.53\|40.08\|40.40\|37.30\|71509;2026-07-09\|37.15\|-0.48\|37.96\|38.35\|34.97\|76891;2026-07-10\|36.81\|-0.92\|36.85\|38.20\|36.75\|60328;2026-07-13\|34.10\|-7.36\|36.46\|36.66\|34.01\|60281;2026-07-14\|34.18\|0.23\|34.44\|34.66\|32.36\|79290;2026-07-15\|33.37\|-2.37\|34.80\|34.80\|33.11\|47638;2026-07-16\|32.63\|-2.22\|32.84\|34.63\|32.16\|56214;2026-07-17\|29.75\|-8.83\|32.48\|32.72\|29.14\|65362;2026-07-20\|27.49\|-7.60\|30.09\|30.57\|26.64\|76468;2026-07-21\|28.50\|3.67\|27.86\|28.54\|24.36\|87250;2026-07-22\|28.63\|0.46\|28.21\|29.38\|27.87\|59526;2026-07-23\|29.97\|4.68\|30.68\|32.00\|29.13\|96201;2026-07-24\|28.14\|-6.11\|29.52\|29.86\|28.01\|63379;2026-07-27\|29.69\|5.51\|28.13\|29.69\|28.10\|53116;2026-07-28\|28.29\|-4.72\|29.41\|29.49\|28.09\|44473;2026-07-29\|27.92\|-1.31\|28.21\|28.36\|27.16\|47292;2026-07-30\|26.56\|-4.87\|27.89\|28.11\|26.30\|51472;2026-07-31\|28.12\|5.87\|28.00\|28.95\|27.78\|62128;2026-08-03\|29.93\|6.44\|28.43\|30.29\|28.09\|75850;2026-08-04\|30.94\|3.37\|30.13\|31.14\|29.51\|64554;2026-08-05\|33.11\|7.01\|31.00\|33.58\|30.80\|83092;2026-08-06\|33.90\|2.39\|32.82\|34.25\|32.50\|59301;2026-08-07\|34.33\|1.27\|33.93\|34.41\|32.95\|48875;2026-08-10\|34.21\|-0.35\|34.89\|34.97\|33.53\|37400;2026-08-11\|33.43\|-2.28\|33.87\|34.18\|33.32\|41226;2026-08-12\|33.74\|0.93\|33.54\|34.26\|33.19\|34571;2026-08-13\|33.06\|-2.02\|33.57\|34.47\|33.06\|35078;2026-08-14\|33.36\|0.91\|33.20\|33.41\|32.68\|27222;2026-08-17\|36.01\|7.94\|33.40\|36.25\|33.06\|66539;2026-08-18\|35.89\|-0.33\|35.43\|36.77\|35.23\|53134;2026-08-19\|33.35\|-7.08\|35.33\|35.70\|33.31\|46004;2026-08-20\|33.19\|-0.48\|33.90\|33.99\|32.90\|32229;2026-08-21\|33.68\|1.48\|32.83\|33.83\|32.40\|29361;2026-08-24\|33.69\|0.03\|33.22\|33.73\|32.06\|37962;2026-08-25\|33.52\|-0.50\|33.69\|33.75\|32.53\|38821;2026-08-26\|34.50\|2.92\|33.87\|34.90\|33.52\|53525;2026-08-27\|35.24\|2.14\|34.16\|35.38\|34.00\|45972;2026-08-28\|31.22\|-11.41\|34.12\|34.50\|31.20\|103086;2026-08-31\|33.05\|5.86\|30.86\|33.54\|30.66\|76935;2026-09-01\|32.95\|-0.30\|33.56\|33.76\|32.57\|45435;2026-09-02\|32.41\|-1.64\|32.70\|32.81\|32.05\|28560;2026-09-03\|32.24\|-0.52\|32.51\|33.03\|31.81\|32924;2026-09-04\|31.95\|-0.90\|32.60\|33.23\|31.51\|34784;2026-09-07\|31.89\|-0.19\|31.90\|32.43\|31.52\|27687;2026-09-08\|31.50\|-1.22\|31.85\|31.96\|31.28\|23950;2026-09-09\|31.97\|1.49\|31.70\|32.69\|31.40\|33947;2026-09-10\|32.30\|1.03\|31.84\|32.47\|31.40\|28391;2026-09-11\|30.53\|-5.48\|32.21\|33.05\|29.75\|51845;2026-09-14\|30.37\|-0.52\|30.13\|30.69\|29.63\|35110;2026-09-15\|30.13\|-0.79\|30.60\|30.94\|29.96\|24259;2026-09-16\|30.58\|1.49\|30.62\|30.69\|29.74\|26284;2026-09-17\|31.98\|4.58\|30.58\|32.50\|30.57\|60709
112867	燃气轮机产量缺口将长期存在	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货，墨西哥工厂预计2025年底投产	2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311;2026-07-20\|35.53\|-5.76\|37.37\|38.67\|34.29\|71242;2026-07-21\|36.96\|4.02\|35.42\|37.58\|32.00\|67189;2026-07-22\|35.89\|-2.90\|37.00\|37.50\|35.43\|43275;2026-07-23\|38.06\|6.05\|37.80\|38.60\|36.45\|65890;2026-07-24\|37.34\|-1.89\|36.99\|38.40\|36.43\|43080;2026-07-27\|39.01\|4.47\|37.16\|39.44\|36.85\|47785;2026-07-28\|35.93\|-7.90\|38.95\|38.95\|35.73\|40165;2026-07-29\|37.02\|3.03\|35.14\|37.73\|34.70\|51690;2026-07-30\|34.00\|-8.16\|36.92\|36.95\|33.66\|58166;2026-07-31\|36.00\|5.88\|35.50\|37.30\|35.16\|55323;2026-08-03\|35.00\|-2.78\|36.00\|36.33\|34.38\|42930;2026-08-04\|37.68\|7.66\|34.87\|38.15\|34.68\|57167;2026-08-05\|40.18\|6.63\|38.00\|40.56\|37.43\|56105;2026-08-06\|40.20\|0.05\|39.90\|40.97\|39.30\|42615;2026-08-07\|42.25\|5.10\|40.02\|42.36\|39.95\|48855;2026-08-10\|42.26\|0.02\|42.57\|42.95\|41.41\|34198;2026-08-11\|41.85\|-0.97\|42.20\|42.79\|41.02\|26944;2026-08-12\|44.43\|6.16\|41.97\|45.19\|41.57\|43077;2026-08-13\|44.49\|0.14\|44.67\|47.32\|44.30\|54831;2026-08-14\|43.69\|-1.80\|44.36\|44.81\|43.02\|30527;2026-08-17\|48.06\|10.00\|43.82\|48.06\|43.72\|47999;2026-08-18\|46.38\|-3.50\|48.06\|48.06\|46.02\|60689;2026-08-19\|42.38\|-8.62\|44.80\|45.81\|41.88\|57262;2026-08-20\|42.48\|0.24\|43.38\|43.50\|42.00\|39005;2026-08-21\|42.73\|0.59\|41.30\|44.48\|41.30\|45821;2026-08-24\|42.19\|-1.26\|42.48\|43.27\|40.36\|43871;2026-08-25\|42.38\|0.45\|41.74\|43.30\|40.79\|41405;2026-08-26\|42.45\|0.17\|42.38\|43.03\|41.22\|33527;2026-08-27\|43.80\|3.18\|42.85\|44.22\|41.71\|45192;2026-08-28\|42.31\|-3.40\|43.22\|44.10\|42.30\|27657;2026-08-31\|43.65\|3.17\|41.77\|43.77\|41.28\|49349;2026-09-01\|41.52\|-4.88\|43.65\|43.65\|41.36\|35239;2026-09-02\|40.70\|-1.98\|41.00\|41.33\|40.18\|33814;2026-09-03\|41.61\|2.24\|40.76\|42.48\|40.70\|29697;2026-09-04\|40.98\|-1.51\|41.74\|43.54\|40.53\|31854;2026-09-07\|40.27\|-1.73\|40.77\|41.23\|40.05\|33187;2026-09-08\|40.01\|-0.65\|40.50\|40.96\|39.78\|35734;2026-09-09\|40.49\|1.20\|40.55\|41.38\|40.00\|26635;2026-09-10\|39.21\|-3.16\|40.23\|40.23\|38.99\|24259;2026-09-11\|38.20\|-2.58\|38.80\|38.80\|36.98\|39845;2026-09-14\|38.02\|-0.47\|37.89\|38.29\|37.17\|28073;2026-09-15\|38.17\|0.39\|38.01\|39.08\|37.74\|21734;2026-09-16\|38.92\|1.96\|38.17\|38.95\|37.40\|25298;2026-09-17\|38.57\|-0.90\|39.00\|40.22\|38.40\|31289
112866	燃气轮机产量缺口将长期存在	铬盐龙头+金属铬+SOFC+可转债获批行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月12日互动易，今年以来公司与BE供应链上主要合作伙伴不断深化合作，近期与该客户签订的具执行约束力的金属铬采购合同金额较其2025年采购金额增幅较高。 2、据2026年4月29日年报，公司是A股唯一以铬化学品为主业的上市公司，全球产能最大、市场份额最高、铬化合物产品线最齐全，2025年金属铬销量同比提升约54%，跃升至国内领先水平。 3、据国海证券2026年6月2日研报，固体氧化物燃料电池SOFC、燃气轮机、商业航天等共同驱动铬盐景气大周期，公司有望优先受益，维持“买入”评级。 4、据2026年6月3日公告，公司向不特定对象发行可转换公司债券申请获得上交所上市审核委员会审核通过。	公司为全球产能最大、产品线最全的铬化学品龙头，金属铬产品在高温合金、铜基、铝基特种合金、高端焊接材料、溅射靶材等领域广泛应用，高温合金是燃气轮机的主要材料，单质铬的添加量在15%~20%之间	2026-05-14\|39.12\|-4.19\|40.60\|41.94\|39.10\|269394;2026-05-15\|39.46\|0.87\|39.77\|41.77\|38.85\|377541;2026-05-18\|39.17\|-0.73\|39.01\|41.37\|38.70\|312098;2026-05-19\|43.09\|10.01\|39.98\|43.09\|39.98\|466299;2026-05-20\|42.01\|-2.51\|43.31\|43.86\|40.72\|409892;2026-05-21\|42.56\|1.31\|42.01\|44.32\|42.01\|363462;2026-05-22\|45.00\|5.73\|43.02\|46.80\|43.02\|432529;2026-05-25\|46.00\|2.22\|44.80\|46.95\|44.20\|332538;2026-05-26\|41.40\|-10.00\|45.05\|45.15\|41.40\|414161;2026-05-27\|37.52\|-9.37\|41.32\|42.36\|37.26\|542072;2026-05-28\|38.96\|3.84\|37.44\|39.61\|36.10\|364119;2026-05-29\|35.06\|-10.01\|38.53\|38.99\|35.06\|381427;2026-06-01\|35.12\|0.17\|35.16\|37.76\|34.80\|376743;2026-06-02\|34.58\|-1.54\|35.20\|35.32\|33.01\|273902;2026-06-03\|34.95\|1.07\|34.58\|35.90\|34.32\|228576;2026-06-04\|38.45\|10.01\|34.31\|38.45\|34.14\|586539;2026-06-05\|36.28\|-5.64\|37.50\|38.19\|35.76\|408815;2026-06-08\|32.65\|-10.01\|34.60\|35.28\|32.65\|398138;2026-06-09\|34.43\|5.45\|33.15\|34.60\|31.96\|313947;2026-06-10\|34.03\|-1.16\|34.00\|34.22\|32.96\|225213;2026-06-11\|31.89\|-6.29\|33.80\|33.90\|31.50\|306571;2026-06-12\|32.04\|0.47\|32.80\|33.49\|32.00\|236294;2026-06-15\|34.34\|7.18\|33.29\|34.53\|32.40\|249486;2026-06-16\|35.75\|4.11\|34.27\|36.28\|33.69\|262385;2026-06-17\|36.18\|1.20\|35.50\|36.80\|34.90\|263900;2026-06-18\|36.09\|-0.25\|36.09\|37.78\|35.60\|293200;2026-06-22\|39.70\|10.00\|37.00\|39.70\|36.00\|558854;2026-06-23\|39.03\|-1.69\|39.33\|40.54\|37.60\|416216;2026-06-24\|42.16\|8.02\|39.08\|42.91\|37.02\|539573;2026-06-25\|46.38\|10.01\|44.26\|46.38\|43.92\|431598;2026-06-26\|42.74\|-7.85\|46.00\|46.38\|42.65\|456101;2026-06-29\|42.08\|-1.54\|42.31\|44.58\|41.27\|334628;2026-06-30\|46.29\|10.00\|41.32\|46.29\|41.27\|422073;2026-07-01\|49.50\|6.93\|49.03\|50.92\|47.77\|681210;2026-07-02\|45.24\|-8.61\|49.00\|49.00\|44.75\|495436;2026-07-03\|44.30\|-2.08\|45.34\|46.66\|43.83\|335820;2026-07-06\|48.73\|10.00\|45.58\|48.73\|45.37\|102582;2026-07-07\|44.51\|-8.66\|49.00\|50.00\|44.14\|589438;2026-07-08\|41.80\|-6.09\|44.68\|45.22\|41.48\|337516;2026-07-09\|43.21\|3.37\|42.64\|43.75\|41.06\|288253;2026-07-10\|40.26\|-6.83\|42.89\|43.65\|40.10\|286728;2026-07-13\|36.31\|-9.81\|39.20\|40.30\|36.23\|319934;2026-07-14\|39.25\|8.10\|36.01\|39.45\|35.80\|262581;2026-07-15\|38.03\|-2.71\|39.44\|40.66\|38.00\|228666;2026-07-16\|35.90\|-5.60\|37.94\|38.22\|35.60\|175510;2026-07-17\|32.40\|-9.75\|35.23\|35.88\|32.31\|322878;2026-07-20\|31.00\|-4.32\|33.52\|33.80\|29.66\|324091;2026-07-21\|32.44\|4.65\|31.42\|33.30\|28.60\|343519;2026-07-22\|31.60\|-2.59\|32.45\|33.68\|31.50\|239309;2026-07-23\|31.03\|-1.80\|32.00\|32.71\|30.76\|180914;2026-07-24\|29.32\|-5.51\|30.00\|30.41\|29.20\|242784;2026-07-27\|30.69\|4.67\|29.30\|31.10\|28.69\|220001;2026-07-28\|30.12\|-1.86\|30.33\|32.18\|29.77\|267540;2026-07-29\|31.46\|4.45\|31.61\|32.10\|29.51\|403292;2026-07-30\|28.31\|-10.01\|30.01\|31.07\|28.31\|342644;2026-07-31\|31.14\|10.00\|30.00\|31.14\|30.00\|211223;2026-08-03\|31.10\|-0.13\|30.82\|32.26\|30.62\|340025;2026-08-04\|32.94\|5.92\|31.20\|33.48\|31.20\|294113;2026-08-05\|33.63\|2.09\|32.70\|34.25\|32.60\|252933;2026-08-06\|33.23\|-1.19\|33.00\|34.26\|32.44\|228040;2026-08-07\|33.00\|-0.69\|33.50\|33.95\|32.71\|211189;2026-08-10\|35.32\|7.03\|33.25\|36.22\|33.12\|352864;2026-08-11\|34.26\|-3.00\|34.80\|34.88\|32.72\|337035;2026-08-12\|33.57\|-2.01\|33.84\|34.30\|33.46\|184540;2026-08-13\|34.42\|2.53\|35.00\|36.73\|34.41\|386912;2026-08-14\|33.20\|-3.54\|34.35\|34.80\|32.91\|291294;2026-08-17\|36.52\|10.00\|33.80\|36.52\|33.03\|403523;2026-08-18\|37.93\|3.86\|36.52\|38.48\|35.99\|406738;2026-08-19\|34.18\|-9.89\|36.88\|37.00\|34.14\|330599;2026-08-20\|34.20\|0.06\|34.19\|34.95\|33.44\|243336;2026-08-21\|34.18\|-0.06\|33.86\|34.35\|32.85\|153709;2026-08-24\|32.64\|-4.51\|34.30\|34.32\|31.93\|222788;2026-08-25\|33.71\|3.28\|32.10\|34.25\|31.90\|193694;2026-08-26\|34.78\|3.17\|33.77\|35.12\|33.37\|191712;2026-08-27\|35.67\|2.56\|34.84\|35.78\|34.38\|177802;2026-08-28\|34.87\|-2.24\|36.39\|37.00\|34.50\|219539;2026-08-31\|35.60\|2.09\|34.80\|35.95\|33.87\|219027;2026-09-01\|33.98\|-4.55\|36.80\|37.10\|33.81\|276226;2026-09-02\|32.70\|-3.77\|33.50\|34.14\|32.66\|195303;2026-09-03\|35.49\|8.53\|33.17\|35.97\|32.86\|555117;2026-09-04\|36.95\|4.11\|37.35\|39.04\|36.38\|838370;2026-09-07\|38.15\|3.25\|37.02\|39.60\|36.89\|614919;2026-09-08\|37.60\|-1.44\|38.41\|39.05\|37.48\|318499;2026-09-09\|38.40\|2.13\|38.56\|40.89\|38.10\|393552;2026-09-10\|35.96\|-6.35\|37.50\|38.17\|35.83\|318290;2026-09-11\|35.50\|-1.28\|34.80\|36.00\|33.69\|297906;2026-09-14\|35.75\|0.70\|35.10\|36.95\|33.77\|273752;2026-09-15\|35.68\|-0.20\|35.48\|36.66\|35.33\|168251;2026-09-16\|35.41\|-0.76\|35.80\|36.22\|35.01\|190800;2026-09-17\|35.31\|-0.28\|35.40\|36.77\|35.20\|250650
112865	燃气轮机产量缺口将长期存在	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	2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;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
112864		国资入主+婴配粉+全家营养 1、据2026年6月4日公告，控股股东小贝大美控股重整计划获法院裁定批准，重整投资人金华臻合及其一致行动人将合计控制公司13.35%股份，实际控制人拟变更为金华市国资委。 2、据2026年5月13日投资者关系活动记录表，公司主营婴幼儿配方奶粉，2025年奶粉收入24.54亿元，占总营收92.83%。 3、据2026年5月13日投资者关系活动记录表及2025年年报，公司在稳固婴配粉基础上，拓展全家营养业务，已开发中老年营养奶粉，围绕“母婴生态、全家营养、全家健康、美好生活”四大业务模块打造第二增长曲线。	国内奶粉龙头，实际控制人拟变更为金华市国资委	2026-05-14\|5.11\|-1.54\|5.19\|5.23\|5.11\|246201;2026-05-15\|5.06\|-0.98\|5.11\|5.13\|5.01\|227125;2026-05-18\|4.93\|-2.57\|5.02\|5.03\|4.86\|264570;2026-05-19\|4.92\|-0.20\|4.91\|4.98\|4.85\|190299;2026-05-20\|4.85\|-1.42\|4.90\|4.91\|4.83\|160558;2026-05-21\|4.79\|-1.24\|4.85\|4.89\|4.77\|283690;2026-05-22\|4.82\|0.63\|4.83\|4.87\|4.79\|184063;2026-05-25\|4.86\|0.83\|4.80\|4.95\|4.78\|201338;2026-05-26\|4.85\|-0.21\|4.88\|4.90\|4.79\|209821;2026-05-27\|4.89\|0.82\|4.81\|4.93\|4.75\|265576;2026-05-28\|4.92\|0.61\|4.85\|4.94\|4.80\|277700;2026-05-29\|4.99\|1.42\|4.90\|5.03\|4.88\|332974;2026-06-01\|5.14\|3.01\|5.03\|5.29\|4.94\|537315;2026-06-02\|5.11\|-0.58\|5.02\|5.24\|4.95\|532240;2026-06-03\|5.20\|1.76\|5.40\|5.62\|5.18\|1090207;2026-06-04\|5.72\|10.00\|5.10\|5.72\|5.10\|1516130;2026-06-05\|5.60\|-2.10\|5.56\|5.97\|5.44\|1688934;2026-06-08\|5.27\|-5.89\|5.43\|5.66\|5.26\|972271;2026-06-09\|5.36\|1.71\|5.29\|5.43\|5.21\|770251;2026-06-10\|5.16\|-3.73\|5.31\|5.38\|5.11\|662868;2026-06-11\|4.76\|-7.75\|5.09\|5.11\|4.76\|659521;2026-06-12\|4.78\|0.42\|4.78\|4.93\|4.66\|449887;2026-06-15\|4.88\|2.09\|4.78\|4.95\|4.76\|351839;2026-06-16\|4.79\|-1.84\|4.85\|4.86\|4.77\|279438;2026-06-17\|4.67\|-2.51\|4.78\|4.85\|4.67\|320648;2026-06-18\|4.72\|1.07\|4.77\|4.79\|4.68\|203807;2026-06-22\|4.60\|-2.54\|4.72\|4.72\|4.50\|276539;2026-06-23\|4.55\|-1.09\|4.56\|4.64\|4.54\|174708;2026-06-24\|4.35\|-4.40\|4.56\|4.57\|4.34\|262494;2026-06-25\|4.16\|-4.37\|4.33\|4.35\|4.14\|300905;2026-06-26\|4.07\|-2.16\|4.15\|4.17\|4.04\|194475;2026-06-29\|4.06\|-0.25\|4.03\|4.11\|3.92\|240709;2026-06-30\|3.98\|-1.97\|4.03\|4.07\|3.95\|221014;2026-07-01\|4.05\|1.76\|3.97\|4.08\|3.96\|237613;2026-07-02\|4.04\|-0.25\|4.04\|4.13\|4.02\|215131;2026-07-03\|4.08\|0.99\|4.08\|4.13\|4.06\|205237;2026-07-06\|4.11\|0.74\|4.09\|4.14\|4.05\|208233;2026-07-07\|4.12\|0.24\|4.14\|4.14\|4.04\|199053;2026-07-08\|4.01\|-2.67\|4.09\|4.10\|4.01\|132320;2026-07-09\|3.93\|-2.00\|4.00\|4.03\|3.87\|184924;2026-07-10\|4.02\|2.29\|3.90\|4.07\|3.85\|240115;2026-07-13\|3.92\|-2.49\|4.02\|4.04\|3.90\|147764;2026-07-14\|4.04\|3.06\|3.91\|4.04\|3.90\|170795;2026-07-15\|4.12\|1.98\|4.01\|4.18\|4.01\|262618;2026-07-16\|4.22\|2.43\|4.09\|4.24\|4.08\|256252;2026-07-17\|4.18\|-0.95\|4.21\|4.34\|4.12\|307226;2026-07-20\|4.14\|-0.96\|4.21\|4.26\|4.10\|302026;2026-07-21\|4.08\|-1.45\|4.10\|4.15\|4.03\|256297;2026-07-22\|4.03\|-1.23\|4.06\|4.10\|4.00\|154022;2026-07-23\|4.08\|1.24\|4.02\|4.08\|3.98\|163795;2026-07-24\|3.95\|-3.19\|4.07\|4.08\|3.95\|164722;2026-07-27\|4.05\|2.53\|3.93\|4.07\|3.93\|176231;2026-07-28\|4.12\|1.73\|4.00\|4.15\|4.00\|222141;2026-07-29\|4.28\|3.88\|4.12\|4.31\|4.11\|466270;2026-07-30\|4.31\|0.70\|4.24\|4.43\|4.22\|467954;2026-07-31\|4.37\|1.39\|4.18\|4.38\|4.18\|297539;2026-08-03\|4.42\|1.14\|4.38\|4.42\|4.33\|219542;2026-08-04\|4.41\|-0.23\|4.41\|4.47\|4.39\|197142;2026-08-05\|4.43\|0.45\|4.39\|4.45\|4.38\|172396;2026-08-06\|4.43\|0.00\|4.46\|4.48\|4.36\|193291;2026-08-07\|4.45\|0.45\|4.44\|4.47\|4.31\|209542;2026-08-10\|4.53\|1.80\|4.46\|4.53\|4.42\|205230;2026-08-11\|4.49\|-0.88\|4.52\|4.58\|4.49\|194834;2026-08-12\|4.62\|2.90\|4.47\|4.62\|4.45\|303136;2026-08-13\|4.70\|1.73\|4.64\|4.77\|4.53\|472444;2026-08-14\|4.57\|-2.77\|4.70\|4.71\|4.48\|381293;2026-08-17\|4.65\|1.75\|4.56\|4.69\|4.53\|241033;2026-08-18\|4.63\|-0.43\|4.64\|4.71\|4.60\|192372;2026-08-19\|4.50\|-2.81\|4.61\|4.63\|4.49\|223787;2026-08-20\|4.50\|0.00\|4.52\|4.54\|4.47\|123093;2026-08-21\|4.45\|-1.11\|4.48\|4.50\|4.42\|119312;2026-08-24\|4.40\|-1.12\|4.44\|4.46\|4.38\|116965;2026-08-25\|4.56\|3.64\|4.42\|4.56\|4.40\|167380;2026-08-26\|4.55\|-0.22\|4.56\|4.60\|4.50\|117039;2026-08-27\|4.54\|-0.22\|4.53\|4.58\|4.51\|113809;2026-08-28\|4.60\|1.32\|4.56\|4.62\|4.52\|160461;2026-08-31\|4.58\|-0.43\|4.57\|4.62\|4.52\|146059;2026-09-01\|4.76\|3.93\|4.60\|4.80\|4.57\|322177;2026-09-02\|4.66\|-2.10\|4.73\|4.76\|4.63\|150848;2026-09-03\|4.58\|-1.72\|4.66\|4.71\|4.58\|132410;2026-09-04\|4.62\|0.87\|4.61\|4.67\|4.55\|145963;2026-09-07\|4.69\|1.52\|4.60\|4.70\|4.58\|150564;2026-09-08\|4.76\|1.49\|4.68\|4.79\|4.68\|238584;2026-09-09\|4.76\|0.00\|5.03\|5.05\|4.70\|806756;2026-09-10\|4.55\|-4.41\|4.66\|4.78\|4.54\|432617;2026-09-11\|4.42\|-2.86\|4.48\|4.56\|4.40\|258755;2026-09-14\|4.47\|1.13\|4.38\|4.60\|4.38\|195162;2026-09-15\|4.35\|-2.68\|4.46\|4.46\|4.34\|162101;2026-09-16\|4.37\|0.46\|4.34\|4.38\|4.28\|105233;2026-09-17\|4.39\|0.46\|4.35\|4.42\|4.33\|94689
112863		股权转让+智慧水务+AI应用 1、据2026年6月3日公告，公司股东李郁丰、晟捷投资、晟盈投资拟向临昭投资协议转让合计5.00%股份，转让价格为14.86元/股，总价款1.46亿元；受让方临昭投资承诺12个月内不减持，并认可公司长期价值。 2、据2026年4月24日年报，公司深化“AI+水务”战略，将大语言模型接入自主研发AI平台，并完成DeepSeek系列模型部署，推动水务场景AI应用。 3、据2026年5月11日投资者关系活动记录表及2025年半年度报告，公司定位于智慧水务领域，构建了涵盖智能远传水表、智慧水厂、智慧水利等在内的涉水全链条业务体系。	公司股东拟协议转让5%股份，嘉兴临昭股权投资合伙企业及其一致行动人合计持股比例已升至10.03%	2026-05-14\|27.64\|0.77\|28.31\|29.49\|27.51\|43448;2026-05-15\|27.80\|0.58\|27.59\|28.20\|27.09\|27719;2026-05-18\|28.25\|1.62\|27.67\|28.44\|27.36\|23593;2026-05-19\|28.34\|0.32\|28.23\|29.15\|27.94\|20507;2026-05-20\|28.28\|-0.21\|28.02\|28.32\|27.60\|16110;2026-05-21\|27.24\|-3.68\|28.28\|28.66\|27.19\|22324;2026-05-22\|27.80\|2.06\|27.54\|28.10\|27.02\|20531;2026-05-25\|27.31\|-1.76\|28.07\|28.55\|27.14\|18784;2026-05-26\|26.19\|-4.10\|27.81\|27.81\|25.89\|21873;2026-05-27\|18.30\|-2.24\|19.00\|19.00\|18.01\|23063;2026-05-28\|18.24\|-0.33\|18.29\|18.65\|17.83\|23091;2026-05-29\|17.39\|-4.66\|18.33\|18.66\|17.18\|22742;2026-06-01\|19.45\|11.85\|17.23\|19.86\|17.23\|59976;2026-06-02\|19.40\|-0.26\|19.47\|19.83\|18.03\|64186;2026-06-03\|18.65\|-3.87\|20.04\|20.48\|18.45\|36324;2026-06-04\|22.38\|20.00\|22.38\|22.38\|21.43\|124587;2026-06-05\|19.98\|-10.72\|22.24\|22.24\|19.75\|187649;2026-06-08\|17.85\|-10.66\|18.95\|19.32\|17.51\|105653;2026-06-09\|17.24\|-3.42\|18.00\|18.06\|16.91\|77051;2026-06-10\|16.40\|-4.87\|16.91\|16.91\|16.18\|61202;2026-06-11\|15.82\|-3.54\|16.30\|16.30\|15.73\|42437;2026-06-12\|15.74\|-0.51\|16.45\|16.48\|15.72\|29476;2026-06-15\|16.16\|2.67\|16.00\|16.36\|15.82\|29251;2026-06-16\|16.16\|0.00\|16.40\|16.40\|15.46\|49590;2026-06-17\|15.70\|-2.85\|16.00\|16.00\|15.60\|32495;2026-06-18\|15.15\|-3.50\|15.90\|15.90\|15.07\|39760;2026-06-22\|15.30\|0.99\|15.33\|15.40\|14.67\|37815;2026-06-23\|15.60\|1.96\|15.15\|15.74\|15.15\|31204;2026-06-24\|15.22\|-2.44\|15.60\|15.60\|14.98\|26570;2026-06-25\|14.84\|-2.50\|15.15\|15.34\|14.81\|24549;2026-06-26\|14.51\|-2.22\|14.77\|14.95\|14.44\|21168;2026-06-29\|13.83\|-4.69\|14.59\|14.59\|13.58\|51533;2026-06-30\|13.93\|0.72\|13.83\|14.17\|13.53\|28276;2026-07-01\|14.37\|3.16\|14.70\|14.70\|13.86\|30487;2026-07-02\|14.38\|0.07\|14.42\|14.63\|14.20\|27959;2026-07-03\|15.04\|4.59\|14.43\|15.17\|14.24\|30336;2026-07-06\|14.73\|-2.06\|15.08\|15.19\|14.63\|22190;2026-07-07\|14.27\|-3.12\|14.87\|14.87\|14.20\|15735;2026-07-08\|14.17\|-0.70\|14.39\|14.39\|13.98\|18172;2026-07-09\|14.13\|-0.28\|14.17\|14.36\|13.70\|16566;2026-07-10\|14.07\|-0.42\|14.04\|14.42\|13.91\|18913;2026-07-13\|13.38\|-4.90\|13.92\|13.98\|13.25\|20574;2026-07-14\|13.55\|1.27\|13.38\|13.60\|13.11\|16495;2026-07-15\|13.52\|-0.22\|13.42\|13.84\|13.38\|16783;2026-07-16\|13.62\|0.74\|13.40\|13.94\|13.33\|18889;2026-07-17\|13.03\|-4.33\|13.61\|13.75\|12.85\|22529;2026-07-20\|12.58\|-3.45\|13.15\|13.48\|12.38\|30977;2026-07-21\|12.46\|-0.95\|12.69\|12.69\|11.59\|35119;2026-07-22\|12.16\|-2.41\|12.33\|12.66\|12.10\|19876;2026-07-23\|12.72\|4.61\|12.23\|12.80\|12.11\|19617;2026-07-24\|12.45\|-2.12\|12.71\|12.71\|12.34\|13612;2026-07-27\|14.94\|20.00\|12.52\|14.94\|12.46\|52043;2026-07-28\|16.02\|7.23\|15.03\|16.93\|14.80\|121773;2026-07-29\|15.27\|-4.68\|15.65\|15.89\|14.61\|87494;2026-07-30\|14.65\|-4.06\|15.00\|15.20\|14.62\|59951;2026-07-31\|15.28\|4.30\|14.83\|15.47\|14.66\|63180;2026-08-03\|15.41\|0.85\|15.19\|15.70\|14.96\|49684;2026-08-04\|15.31\|-0.65\|15.40\|15.56\|15.22\|42458;2026-08-05\|15.54\|1.50\|15.31\|15.70\|15.30\|41954;2026-08-06\|17.45\|12.29\|16.08\|17.66\|15.90\|134607;2026-08-07\|16.22\|-7.05\|16.31\|16.66\|15.62\|103689;2026-08-10\|15.97\|-1.54\|16.00\|16.10\|15.55\|57606;2026-08-11\|15.82\|-0.94\|15.90\|16.00\|15.56\|41273;2026-08-12\|16.17\|2.21\|15.83\|16.44\|15.70\|53112;2026-08-13\|16.15\|-0.12\|16.14\|16.49\|16.08\|45187;2026-08-14\|16.62\|2.91\|16.12\|16.70\|16.10\|46124;2026-08-17\|16.38\|-1.44\|16.62\|16.69\|16.18\|31996;2026-08-18\|16.03\|-2.14\|16.37\|16.39\|15.94\|31248;2026-08-19\|15.40\|-3.93\|15.77\|15.90\|15.35\|30394;2026-08-20\|15.65\|1.62\|15.58\|15.86\|15.43\|21876;2026-08-21\|15.81\|1.02\|15.88\|15.88\|15.49\|18043;2026-08-24\|16.93\|7.08\|16.00\|17.30\|15.88\|74599;2026-08-25\|16.77\|-0.95\|16.79\|16.90\|16.01\|45229;2026-08-26\|16.90\|0.78\|16.90\|17.28\|16.77\|36996;2026-08-27\|16.53\|-2.19\|16.75\|17.03\|16.47\|30864;2026-08-28\|15.90\|-3.81\|16.35\|16.36\|15.77\|36404;2026-08-31\|16.30\|2.52\|15.90\|16.40\|15.60\|29577;2026-09-01\|16.35\|0.31\|16.25\|16.40\|16.06\|20244;2026-09-02\|16.57\|1.35\|16.35\|16.63\|16.07\|19046;2026-09-03\|16.37\|-1.21\|16.60\|16.75\|16.17\|19643;2026-09-04\|16.12\|-1.53\|16.43\|16.66\|16.03\|15532;2026-09-07\|16.00\|-0.74\|16.20\|16.33\|15.91\|13974;2026-09-08\|16.10\|0.62\|16.07\|16.20\|15.90\|10954;2026-09-09\|16.07\|-0.19\|16.10\|16.33\|15.91\|10958;2026-09-10\|16.02\|-0.31\|16.07\|16.76\|15.80\|32468;2026-09-11\|15.39\|-3.93\|15.85\|15.95\|15.20\|22112;2026-09-14\|15.42\|0.19\|15.67\|15.68\|15.08\|13548;2026-09-15\|15.04\|-2.46\|15.47\|15.48\|15.03\|14500;2026-09-16\|15.14\|0.66\|15.00\|15.27\|14.89\|13509;2026-09-17\|15.40\|1.72\|15.14\|15.55\|15.06\|13154
112862		PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.55\|-8.04\|8.00\|8.22\|7.51\|1701485;2026-07-14\|7.69\|1.85\|7.55\|7.78\|7.33\|1410612;2026-07-15\|7.35\|-4.42\|7.73\|7.80\|7.29\|1199780;2026-07-16\|6.77\|-7.89\|7.25\|7.29\|6.72\|1460370;2026-07-17\|6.17\|-8.86\|6.77\|6.85\|6.09\|1690230;2026-07-20\|5.55\|-10.05\|6.30\|6.35\|5.55\|1668730;2026-07-21\|5.92\|6.67\|5.59\|5.93\|5.02\|2332722;2026-07-22\|5.66\|-4.39\|5.81\|6.01\|5.59\|1534353;2026-07-23\|5.66\|0.00\|5.72\|5.84\|5.57\|1164380;2026-07-24\|5.40\|-4.59\|5.55\|5.71\|5.35\|1017120;2026-07-27\|5.74\|6.30\|5.42\|5.75\|5.32\|1244638;2026-07-28\|5.39\|-6.10\|5.62\|5.79\|5.33\|1210955;2026-07-29\|5.17\|-4.08\|5.38\|5.45\|5.02\|1535043;2026-07-30\|4.88\|-5.61\|5.15\|5.23\|4.85\|1336701;2026-07-31\|5.00\|2.46\|5.15\|5.30\|5.00\|1585594;2026-08-03\|4.99\|-0.20\|5.01\|5.07\|4.90\|1058824;2026-08-04\|5.35\|7.21\|5.04\|5.39\|5.01\|1480928;2026-08-05\|5.74\|7.29\|5.32\|5.85\|5.32\|1630599;2026-08-06\|5.85\|1.92\|5.69\|5.90\|5.59\|1561770;2026-08-07\|6.17\|5.47\|5.84\|6.25\|5.74\|2136607;2026-08-10\|6.05\|-1.94\|6.19\|6.25\|5.90\|1808783;2026-08-11\|6.04\|-0.17\|6.04\|6.18\|5.88\|1123818;2026-08-12\|6.16\|1.99\|6.03\|6.20\|6.00\|958690;2026-08-13\|6.09\|-1.14\|6.24\|6.38\|6.08\|1236109;2026-08-14\|6.31\|3.61\|6.30\|6.48\|6.01\|1681075;2026-08-17\|6.50\|3.01\|6.37\|6.69\|6.37\|1959837;2026-08-18\|6.43\|-1.08\|6.50\|6.86\|6.33\|2010497;2026-08-19\|6.05\|-5.91\|6.20\|6.42\|6.01\|1560080;2026-08-20\|6.03\|-0.33\|6.15\|6.17\|5.97\|1027320;2026-08-21\|6.21\|2.99\|6.00\|6.24\|5.93\|1170720;2026-08-24\|6.06\|-2.42\|6.21\|6.23\|5.89\|1049330;2026-08-25\|5.97\|-1.49\|5.96\|6.03\|5.65\|1243088;2026-08-26\|5.96\|-0.17\|5.99\|5.99\|5.83\|802677;2026-08-27\|6.20\|4.03\|5.98\|6.22\|5.94\|1184118;2026-08-28\|6.06\|-2.26\|6.19\|6.25\|6.05\|973151;2026-08-31\|6.24\|2.97\|5.95\|6.34\|5.93\|1261422;2026-09-01\|6.06\|-2.88\|6.21\|6.23\|6.04\|936738;2026-09-02\|5.96\|-1.65\|5.96\|6.02\|5.89\|659609;2026-09-03\|5.89\|-1.17\|5.98\|6.03\|5.82\|709115;2026-09-04\|5.71\|-3.06\|5.95\|6.04\|5.67\|891287;2026-09-07\|5.84\|2.28\|5.72\|5.88\|5.71\|840040;2026-09-08\|5.86\|0.34\|5.87\|5.97\|5.80\|732991;2026-09-09\|5.90\|0.68\|5.85\|6.00\|5.84\|777166;2026-09-10\|5.85\|-0.85\|5.85\|5.95\|5.77\|641614;2026-09-11\|5.76\|-1.54\|5.82\|5.82\|5.57\|823409;2026-09-14\|5.91\|2.60\|5.69\|5.95\|5.66\|832576;2026-09-15\|5.92\|0.17\|5.89\|6.00\|5.85\|759499;2026-09-16\|6.08\|2.70\|5.89\|6.09\|5.85\|999477;2026-09-17\|5.94\|-2.30\|6.02\|6.14\|5.91\|846317
112861	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	投建高阶HDI+1.6T光模块+HDI龙头行业原因：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%。公司原因： 1、据2026年6月25日公告，公司全资子公司赣州红板拟使用不超过9亿元投资建设高阶HDI精密电路板生产线设备升级智能化改造项目，布局COB直显赛道，提升高附加值产品占比。 2、据2026年6月16日互动易，公司光模块PCB相关产品已顺利完成800G、1.6T规格的技术验证，下游合作客户覆盖行业内多家头部企业，目前1.6T光模块PCB产品正常小批量生产中。 3、据2026年4月2日招股说明书及2026年5月15日机构调研，公司深耕HDI领域二十年，是行业领先的HDI板制造商，产品涵盖HDI板、IC载板等，主要客户包括OPPO、vivo、荣耀、传音、比亚迪、英特尔等。	公司面向光模块领域开展了800G三阶盲孔光模块PCB产品、高传输速率光模块电路板等多项研发项目，有生产1.6T光模块电路板的技术能力，相关业务正根据客户需求有序推进	2026-05-14\|85.56\|-9.66\|91.50\|94.50\|85.27\|344482;2026-05-15\|83.80\|-2.06\|83.51\|87.33\|81.60\|212195;2026-05-18\|90.05\|7.46\|83.64\|91.87\|83.64\|276894;2026-05-19\|86.80\|-3.61\|88.00\|90.08\|85.15\|203002;2026-05-20\|89.91\|3.58\|85.22\|93.67\|83.50\|244979;2026-05-21\|96.01\|6.78\|91.79\|98.90\|90.02\|385669;2026-05-22\|105.61\|10.00\|97.50\|105.61\|96.96\|324889;2026-05-25\|108.30\|2.55\|105.00\|115.15\|101.99\|331036;2026-05-26\|112.96\|4.30\|104.00\|115.00\|100.00\|274256;2026-05-27\|104.01\|-7.92\|109.07\|113.58\|103.00\|228969;2026-05-28\|103.53\|-0.46\|100.23\|108.40\|98.00\|205371;2026-05-29\|101.89\|-1.58\|104.00\|108.00\|98.60\|176268;2026-06-01\|91.70\|-10.00\|99.00\|99.99\|91.70\|187936;2026-06-02\|97.11\|5.90\|91.70\|100.00\|88.08\|232982;2026-06-03\|97.72\|0.63\|96.73\|103.25\|95.68\|238375;2026-06-04\|106.99\|9.49\|95.11\|107.49\|94.00\|236813;2026-06-05\|98.48\|-7.95\|104.49\|106.25\|98.45\|191709;2026-06-08\|90.18\|-8.43\|89.80\|95.19\|89.80\|140391;2026-06-09\|93.21\|3.36\|93.00\|95.00\|89.12\|128342;2026-06-10\|83.89\|-10.00\|90.28\|91.10\|83.89\|179592;2026-06-11\|78.80\|-6.07\|80.96\|82.43\|77.20\|172329;2026-06-12\|75.67\|-3.97\|81.22\|82.00\|75.00\|170830;2026-06-15\|80.91\|6.92\|77.18\|81.35\|76.20\|162434;2026-06-16\|85.99\|6.28\|81.97\|88.00\|80.92\|193613;2026-06-17\|89.31\|3.86\|83.50\|91.80\|83.16\|195798;2026-06-18\|90.18\|0.97\|89.00\|93.48\|86.70\|186514;2026-06-22\|88.50\|-1.86\|90.16\|91.20\|86.51\|160666;2026-06-23\|88.00\|-0.56\|87.02\|89.33\|83.38\|145213;2026-06-24\|86.33\|-1.90\|86.35\|88.72\|84.84\|127528;2026-06-25\|94.96\|10.00\|90.60\|94.96\|90.02\|118936;2026-06-26\|92.74\|-2.34\|98.60\|101.50\|90.50\|219702;2026-06-29\|102.01\|10.00\|91.20\|102.01\|84.98\|274405;2026-06-30\|112.21\|10.00\|100.98\|112.21\|98.50\|314606;2026-07-01\|104.69\|-6.70\|109.88\|122.10\|103.22\|318478;2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|87.85\|-3.51\|89.74\|92.50\|86.57\|128304;2026-07-14\|94.50\|7.57\|87.28\|94.84\|86.00\|162936;2026-07-15\|85.05\|-10.00\|94.00\|94.20\|85.05\|158907;2026-07-16\|91.45\|7.53\|79.56\|93.56\|76.55\|265928;2026-07-17\|82.31\|-9.99\|86.95\|86.97\|82.31\|125557;2026-07-20\|74.08\|-10.00\|80.20\|80.89\|74.08\|117072;2026-07-21\|77.00\|3.94\|71.06\|77.99\|66.67\|169338;2026-07-22\|83.82\|8.86\|75.00\|84.70\|75.00\|275719;2026-07-23\|89.04\|6.23\|84.83\|92.20\|83.50\|251925;2026-07-24\|84.09\|-5.56\|86.05\|92.01\|83.00\|190148;2026-07-27\|92.50\|10.00\|82.39\|92.50\|82.30\|189590;2026-07-28\|88.55\|-4.27\|90.05\|98.37\|87.00\|230568;2026-07-29\|94.56\|6.79\|88.26\|95.20\|84.21\|233398;2026-07-30\|85.10\|-10.00\|91.55\|92.99\|85.10\|178760;2026-07-31\|85.39\|0.34\|89.72\|92.00\|84.98\|163869;2026-08-03\|79.67\|-6.70\|82.69\|84.26\|79.20\|116181;2026-08-04\|87.64\|10.00\|80.90\|87.64\|79.75\|167033;2026-08-05\|91.55\|4.46\|86.95\|93.66\|86.70\|221870;2026-08-06\|95.98\|4.84\|90.03\|97.06\|89.00\|219170;2026-08-07\|105.58\|10.00\|95.20\|105.58\|95.15\|190709;2026-08-10\|102.66\|-2.77\|106.78\|107.69\|99.09\|256005;2026-08-11\|99.31\|-3.26\|101.64\|104.06\|99.14\|140113;2026-08-12\|99.77\|0.46\|101.00\|101.00\|97.73\|142507;2026-08-13\|96.03\|-3.75\|101.00\|101.21\|95.95\|171142;2026-08-14\|97.33\|1.35\|96.85\|98.60\|96.00\|114455;2026-08-17\|99.67\|2.40\|97.10\|99.78\|96.49\|159133;2026-08-18\|94.81\|-4.88\|98.68\|99.57\|94.00\|162860;2026-08-19\|86.60\|-8.66\|90.05\|92.48\|85.87\|123215;2026-08-20\|87.00\|0.46\|88.91\|90.05\|86.15\|98866;2026-08-21\|87.25\|0.29\|86.00\|88.76\|85.34\|77270;2026-08-24\|86.24\|-1.16\|87.17\|87.39\|83.18\|84701;2026-08-25\|87.04\|0.93\|83.55\|88.27\|81.80\|99313;2026-08-26\|86.35\|-0.79\|89.00\|89.00\|85.04\|87963;2026-08-27\|89.45\|3.59\|86.90\|89.99\|86.30\|123012;2026-08-28\|86.34\|-3.48\|88.20\|89.85\|86.33\|103454;2026-08-31\|94.97\|10.00\|83.03\|94.97\|82.81\|215388;2026-09-01\|91.61\|-3.54\|94.01\|94.18\|90.30\|158150;2026-09-02\|87.88\|-4.07\|91.14\|92.80\|87.82\|108088;2026-09-03\|87.67\|-0.24\|88.99\|89.19\|86.31\|75695;2026-09-04\|85.29\|-2.71\|88.36\|89.50\|84.88\|91038;2026-09-07\|89.35\|4.76\|86.86\|91.18\|85.88\|114654;2026-09-08\|87.38\|-2.20\|88.62\|90.50\|86.50\|101849;2026-09-09\|88.02\|0.73\|88.50\|89.50\|86.66\|90039;2026-09-10\|87.00\|-1.16\|85.94\|89.30\|85.70\|78445;2026-09-11\|88.54\|1.77\|84.99\|89.02\|83.20\|115216;2026-09-14\|91.15\|2.95\|86.70\|91.80\|86.58\|128771;2026-09-15\|89.99\|-1.27\|89.84\|93.40\|89.70\|115518;2026-09-16\|91.16\|1.30\|89.46\|92.20\|88.42\|116438;2026-09-17\|88.08\|-3.38\|90.58\|91.73\|88.00\|98250
112860	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;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
112859	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+人形机器人+佛山国资行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年11月14日互动易，公司向T客户批量供应人形机器人核心控制模块PCB，已完成三代迭代并交付首批量产样品，北美与国内3家头部客户合作落地。 2、据2026年1月14日机构调研，公司为T客户储能超级工厂主力PCB供应商，2024年T客户储能装机量由14.7GWh升至31.4GWh，公司储能PCB同步放量，并获伊顿、ABB等国际客户订单。 3、据2025年8月27日公告，公司投资15亿元建设“芯创智载”新一代PCB智造基地，2026年中投产后将新增芯片内嵌式PCB 18万㎡/年、高阶HDI 48万㎡/年，面向新能源汽车、人形机器人、数据中心等高端应用。 4、据2025年4月16日投资者关系活动记录表，公司最终控制人为佛山市顺德区国有资产监督管理局，顺控集团入主后提供资金及市场资源支持，助力新能源汽车、储能、机器人等业务拓展。	特斯拉汽车、人形机器人PCB供货商，产品包括高精密互连HDI，软板（FPC）等	2026-05-14\|63.30\|-2.41\|66.00\|66.20\|63.30\|502018;2026-05-15\|63.92\|0.98\|63.35\|66.68\|60.32\|560399;2026-05-18\|63.98\|0.09\|62.02\|66.00\|62.02\|474087;2026-05-19\|65.38\|2.19\|63.97\|66.30\|62.57\|413464;2026-05-20\|64.50\|-1.35\|64.37\|65.60\|61.89\|391367;2026-05-21\|63.34\|-1.80\|65.48\|67.33\|62.88\|550946;2026-05-22\|66.65\|5.23\|63.57\|68.14\|63.39\|535310;2026-05-25\|68.48\|2.75\|67.65\|69.00\|66.00\|540138;2026-05-26\|68.00\|-0.70\|69.00\|70.38\|66.86\|507602;2026-05-27\|68.80\|1.18\|67.51\|70.58\|65.17\|560339;2026-05-28\|66.06\|-3.98\|67.86\|69.00\|64.30\|539501;2026-05-29\|61.22\|-7.33\|66.09\|67.30\|60.34\|507923;2026-06-01\|55.98\|-8.56\|61.00\|61.34\|55.83\|412910;2026-06-02\|57.58\|2.86\|55.98\|58.54\|53.66\|338441;2026-06-03\|56.99\|-1.02\|56.90\|59.87\|56.23\|360827;2026-06-04\|62.69\|10.00\|57.00\|62.69\|56.57\|350877;2026-06-05\|61.25\|-2.30\|63.58\|65.00\|60.80\|492400;2026-06-08\|57.75\|-5.71\|58.80\|61.02\|57.68\|290166;2026-06-09\|59.80\|3.55\|59.00\|60.06\|57.65\|279785;2026-06-10\|55.84\|-6.62\|58.90\|58.97\|55.10\|260377;2026-06-11\|53.25\|-4.64\|55.01\|55.50\|52.56\|254070;2026-06-12\|52.71\|-1.01\|54.50\|55.30\|52.38\|247078;2026-06-15\|57.68\|9.43\|53.70\|57.88\|52.93\|320670;2026-06-16\|59.00\|2.29\|58.29\|59.60\|57.65\|270494;2026-06-17\|60.21\|2.05\|58.53\|62.79\|58.08\|368295;2026-06-18\|58.50\|-2.35\|59.98\|59.98\|58.13\|299919;2026-06-22\|55.93\|-4.39\|58.50\|58.77\|54.84\|372411;2026-06-23\|52.53\|-6.08\|55.56\|55.80\|52.10\|313915;2026-06-24\|52.44\|-0.17\|52.64\|53.86\|50.51\|282597;2026-06-25\|51.19\|-2.38\|52.50\|52.61\|50.83\|293282;2026-06-26\|48.20\|-5.84\|50.55\|50.55\|47.56\|299887;2026-06-29\|45.54\|-5.52\|48.21\|48.89\|43.98\|326280;2026-06-30\|48.04\|5.49\|46.37\|48.58\|45.88\|237013;2026-07-01\|45.98\|-4.29\|48.08\|48.83\|45.52\|275045;2026-07-02\|44.12\|-4.05\|44.95\|46.64\|43.72\|222019;2026-07-03\|45.46\|3.04\|43.88\|47.09\|43.36\|242922;2026-07-06\|42.81\|-5.83\|46.20\|46.29\|42.60\|239867;2026-07-07\|41.55\|-2.94\|42.70\|43.28\|40.99\|182559;2026-07-08\|39.67\|-4.52\|41.70\|41.85\|39.65\|179297;2026-07-09\|42.98\|8.34\|40.10\|43.30\|40.10\|341641;2026-07-10\|41.76\|-2.84\|43.13\|44.24\|41.76\|281945;2026-07-13\|39.22\|-6.08\|41.11\|42.81\|39.06\|290199;2026-07-14\|40.65\|3.65\|39.85\|40.80\|37.84\|249019;2026-07-15\|39.29\|-3.35\|41.07\|41.72\|39.10\|171199;2026-07-16\|37.68\|-4.10\|38.30\|39.88\|37.43\|181404;2026-07-17\|34.20\|-9.24\|37.90\|38.00\|33.91\|241185;2026-07-20\|32.93\|-3.71\|36.31\|36.38\|31.91\|284206;2026-07-21\|35.87\|8.93\|33.58\|35.98\|32.19\|370790;2026-07-22\|34.46\|-3.93\|35.61\|36.51\|34.20\|231281;2026-07-23\|34.40\|-0.17\|34.75\|35.49\|34.14\|169749;2026-07-24\|33.25\|-3.34\|33.58\|34.50\|33.00\|143718;2026-07-27\|34.22\|2.92\|33.21\|34.32\|33.02\|177932;2026-07-28\|32.81\|-4.12\|33.42\|34.30\|32.51\|176124;2026-07-29\|32.70\|-0.34\|32.81\|33.00\|30.60\|384147;2026-07-30\|31.64\|-3.24\|32.42\|32.89\|31.04\|300150;2026-07-31\|31.52\|-0.38\|32.90\|32.99\|31.50\|386430;2026-08-03\|31.59\|0.22\|31.00\|32.15\|30.82\|199502;2026-08-04\|33.06\|4.65\|32.00\|33.38\|31.67\|246132;2026-08-05\|34.48\|4.30\|32.40\|34.92\|32.23\|273376;2026-08-06\|35.23\|2.18\|34.00\|35.65\|33.82\|262103;2026-08-07\|36.66\|4.06\|35.25\|37.19\|34.83\|327592;2026-08-10\|36.07\|-1.61\|36.99\|37.06\|35.46\|213393;2026-08-11\|36.09\|0.06\|35.78\|36.72\|35.30\|165619;2026-08-12\|37.37\|3.55\|36.68\|37.47\|36.20\|215134;2026-08-13\|39.01\|4.39\|37.60\|41.11\|37.56\|522237;2026-08-14\|39.00\|-0.03\|39.01\|39.82\|38.19\|362155;2026-08-17\|39.86\|2.21\|39.11\|40.44\|37.93\|363016;2026-08-18\|40.69\|2.08\|39.99\|41.80\|39.76\|354053;2026-08-19\|37.70\|-7.35\|39.68\|40.37\|37.47\|289763;2026-08-20\|38.13\|1.14\|38.33\|38.74\|37.16\|201478;2026-08-21\|38.86\|1.91\|37.80\|39.93\|37.70\|221316;2026-08-24\|37.15\|-4.40\|39.29\|39.29\|36.12\|212679;2026-08-25\|37.17\|0.05\|36.17\|37.55\|35.84\|158537;2026-08-26\|37.22\|0.13\|37.16\|37.79\|36.40\|141450;2026-08-27\|38.83\|4.33\|37.55\|39.04\|37.03\|226413;2026-08-28\|37.68\|-2.96\|38.80\|39.20\|37.67\|174191;2026-08-31\|38.65\|2.57\|36.95\|38.91\|36.91\|170059;2026-09-01\|37.62\|-2.66\|38.63\|38.77\|37.35\|158850;2026-09-02\|37.61\|-0.03\|37.01\|38.25\|37.01\|153563;2026-09-03\|37.46\|-0.40\|37.90\|38.12\|36.81\|134555;2026-09-04\|35.93\|-4.08\|38.68\|39.38\|35.71\|257508;2026-09-07\|38.60\|7.43\|36.25\|39.00\|36.13\|335266;2026-09-08\|39.43\|2.15\|38.88\|40.00\|38.50\|304495;2026-09-09\|40.35\|2.33\|39.51\|41.36\|39.02\|336540;2026-09-10\|40.23\|-0.30\|39.88\|41.50\|39.85\|252175;2026-09-11\|41.45\|3.03\|39.29\|41.80\|38.21\|403123;2026-09-14\|43.42\|4.75\|40.76\|43.68\|39.53\|560072;2026-09-15\|42.45\|-2.23\|42.80\|44.00\|42.18\|436087;2026-09-16\|42.77\|0.75\|42.43\|43.18\|41.68\|338812;2026-09-17\|43.47\|1.64\|42.44\|45.58\|42.20\|506921
112858	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.55\|-8.04\|8.00\|8.22\|7.51\|1701485;2026-07-14\|7.69\|1.85\|7.55\|7.78\|7.33\|1410612;2026-07-15\|7.35\|-4.42\|7.73\|7.80\|7.29\|1199780;2026-07-16\|6.77\|-7.89\|7.25\|7.29\|6.72\|1460370;2026-07-17\|6.17\|-8.86\|6.77\|6.85\|6.09\|1690230;2026-07-20\|5.55\|-10.05\|6.30\|6.35\|5.55\|1668730;2026-07-21\|5.92\|6.67\|5.59\|5.93\|5.02\|2332722;2026-07-22\|5.66\|-4.39\|5.81\|6.01\|5.59\|1534353;2026-07-23\|5.66\|0.00\|5.72\|5.84\|5.57\|1164380;2026-07-24\|5.40\|-4.59\|5.55\|5.71\|5.35\|1017120;2026-07-27\|5.74\|6.30\|5.42\|5.75\|5.32\|1244638;2026-07-28\|5.39\|-6.10\|5.62\|5.79\|5.33\|1210955;2026-07-29\|5.17\|-4.08\|5.38\|5.45\|5.02\|1535043;2026-07-30\|4.88\|-5.61\|5.15\|5.23\|4.85\|1336701;2026-07-31\|5.00\|2.46\|5.15\|5.30\|5.00\|1585594;2026-08-03\|4.99\|-0.20\|5.01\|5.07\|4.90\|1058824;2026-08-04\|5.35\|7.21\|5.04\|5.39\|5.01\|1480928;2026-08-05\|5.74\|7.29\|5.32\|5.85\|5.32\|1630599;2026-08-06\|5.85\|1.92\|5.69\|5.90\|5.59\|1561770;2026-08-07\|6.17\|5.47\|5.84\|6.25\|5.74\|2136607;2026-08-10\|6.05\|-1.94\|6.19\|6.25\|5.90\|1808783;2026-08-11\|6.04\|-0.17\|6.04\|6.18\|5.88\|1123818;2026-08-12\|6.16\|1.99\|6.03\|6.20\|6.00\|958690;2026-08-13\|6.09\|-1.14\|6.24\|6.38\|6.08\|1236109;2026-08-14\|6.31\|3.61\|6.30\|6.48\|6.01\|1681075;2026-08-17\|6.50\|3.01\|6.37\|6.69\|6.37\|1959837;2026-08-18\|6.43\|-1.08\|6.50\|6.86\|6.33\|2010497;2026-08-19\|6.05\|-5.91\|6.20\|6.42\|6.01\|1560080;2026-08-20\|6.03\|-0.33\|6.15\|6.17\|5.97\|1027320;2026-08-21\|6.21\|2.99\|6.00\|6.24\|5.93\|1170720;2026-08-24\|6.06\|-2.42\|6.21\|6.23\|5.89\|1049330;2026-08-25\|5.97\|-1.49\|5.96\|6.03\|5.65\|1243088;2026-08-26\|5.96\|-0.17\|5.99\|5.99\|5.83\|802677;2026-08-27\|6.20\|4.03\|5.98\|6.22\|5.94\|1184118;2026-08-28\|6.06\|-2.26\|6.19\|6.25\|6.05\|973151;2026-08-31\|6.24\|2.97\|5.95\|6.34\|5.93\|1261422;2026-09-01\|6.06\|-2.88\|6.21\|6.23\|6.04\|936738;2026-09-02\|5.96\|-1.65\|5.96\|6.02\|5.89\|659609;2026-09-03\|5.89\|-1.17\|5.98\|6.03\|5.82\|709115;2026-09-04\|5.71\|-3.06\|5.95\|6.04\|5.67\|891287;2026-09-07\|5.84\|2.28\|5.72\|5.88\|5.71\|840040;2026-09-08\|5.86\|0.34\|5.87\|5.97\|5.80\|732991;2026-09-09\|5.90\|0.68\|5.85\|6.00\|5.84\|777166;2026-09-10\|5.85\|-0.85\|5.85\|5.95\|5.77\|641614;2026-09-11\|5.76\|-1.54\|5.82\|5.82\|5.57\|823409;2026-09-14\|5.91\|2.60\|5.69\|5.95\|5.66\|832576;2026-09-15\|5.92\|0.17\|5.89\|6.00\|5.85\|759499;2026-09-16\|6.08\|2.70\|5.89\|6.09\|5.85\|999477;2026-09-17\|5.94\|-2.30\|6.02\|6.14\|5.91\|846317
112857		石油化工+航运+央企行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻公司原因： 1、据2025年半年报公司是中国主要的炼油化工一体化综合性石油化工企业之一，具有较强的整体规模实力，是中国重要的成品油和化工产品生产企业，并拥有独立的公用工程、环境保护系统，及海运、内河航运、铁路运输、公路运输配套设施。 2、据2025年半年报，2025年上半年，本集团累计加工原油632.49万吨（含来料加工55.64万吨），比去年同期减少4.93%。生产成品油399.29万吨（含来料加工44.99万吨），同比减少6.81%。生产乙烯27.33万吨，同比增加24.34%；对二甲苯35.29万吨，同比增加1.20%；生产塑料树脂及共聚物45.77万吨，同比减少3.21%。生产合成纤维1.45万吨，同比增长5.07%。 3、公司实控人为国务院国资委，最终控制人为国务院国有资产监督管理委员会。	中国石化上海石化联合上海石油化工研究院成功攻克湿法T1000级高性能碳纤维关键技术，并实现批量化生产	2026-05-14\|3.03\|-0.66\|3.05\|3.07\|3.02\|526749;2026-05-15\|2.98\|-1.65\|3.01\|3.03\|2.95\|549814;2026-05-18\|2.97\|-0.34\|2.97\|3.02\|2.95\|488171;2026-05-19\|2.95\|-0.67\|2.97\|3.00\|2.93\|509656;2026-05-20\|2.90\|-1.69\|2.94\|2.97\|2.88\|484961;2026-05-21\|2.79\|-3.79\|2.88\|2.90\|2.78\|672147;2026-05-22\|2.83\|1.43\|2.79\|2.85\|2.75\|460463;2026-05-25\|2.84\|0.35\|2.82\|2.85\|2.80\|349201;2026-05-26\|2.81\|-1.06\|2.83\|2.84\|2.78\|377672;2026-05-27\|2.75\|-2.14\|2.81\|2.82\|2.73\|457528;2026-05-28\|2.74\|-0.36\|2.74\|2.77\|2.71\|386431;2026-05-29\|2.72\|-0.73\|2.73\|2.74\|2.70\|555945;2026-06-01\|2.76\|1.47\|2.72\|2.77\|2.70\|507822;2026-06-02\|2.79\|1.09\|2.76\|2.80\|2.73\|581619;2026-06-03\|3.07\|10.04\|3.07\|3.07\|3.07\|454077;2026-06-04\|3.38\|10.10\|3.38\|3.38\|3.32\|1757458;2026-06-05\|3.49\|3.25\|3.68\|3.72\|3.41\|7379587;2026-06-08\|3.28\|-6.02\|3.31\|3.48\|3.25\|5246012;2026-06-09\|3.15\|-3.96\|3.32\|3.32\|3.06\|2882839;2026-06-10\|2.99\|-5.08\|3.13\|3.16\|2.94\|2205748;2026-06-11\|2.89\|-3.34\|2.96\|3.01\|2.85\|1852287;2026-06-12\|2.91\|0.69\|2.84\|2.98\|2.84\|1558367;2026-06-15\|3.00\|3.09\|2.89\|3.06\|2.88\|1782089;2026-06-16\|2.96\|-1.33\|2.98\|2.99\|2.90\|1095332;2026-06-17\|3.06\|3.38\|2.98\|3.12\|2.93\|1830037;2026-06-18\|3.08\|0.65\|3.03\|3.20\|3.02\|1437207;2026-06-22\|3.10\|0.65\|3.06\|3.11\|2.99\|1279831;2026-06-23\|3.04\|-1.94\|3.09\|3.19\|3.04\|1190041;2026-06-24\|3.10\|1.97\|3.03\|3.12\|3.02\|1135470;2026-06-25\|3.05\|-1.61\|3.07\|3.12\|3.02\|1088114;2026-06-26\|2.93\|-3.93\|3.06\|3.08\|2.93\|1151541;2026-06-29\|2.90\|-1.02\|2.95\|2.99\|2.83\|990061;2026-06-30\|2.93\|1.03\|2.89\|2.94\|2.80\|1159259;2026-07-01\|2.98\|1.71\|2.90\|3.06\|2.89\|1146375;2026-07-02\|2.96\|-0.67\|2.98\|3.03\|2.93\|879959;2026-07-03\|2.92\|-1.35\|2.94\|2.99\|2.91\|903283;2026-07-06\|3.00\|2.74\|2.91\|3.06\|2.88\|1068473;2026-07-07\|2.90\|-3.33\|2.99\|3.00\|2.88\|927454;2026-07-08\|2.86\|-1.38\|2.90\|2.91\|2.84\|887712;2026-07-09\|2.88\|0.70\|2.87\|2.92\|2.83\|782990;2026-07-10\|2.90\|0.69\|2.86\|2.93\|2.81\|871158;2026-07-13\|2.82\|-2.76\|2.93\|2.94\|2.80\|984833;2026-07-14\|2.93\|3.90\|2.81\|2.94\|2.80\|1091427;2026-07-15\|2.84\|-3.07\|2.84\|2.88\|2.81\|1454040;2026-07-16\|2.75\|-3.17\|2.82\|2.83\|2.75\|1316029;2026-07-17\|2.73\|-0.73\|2.75\|2.78\|2.72\|932619;2026-07-20\|2.79\|2.20\|2.74\|2.80\|2.73\|1213954;2026-07-21\|2.76\|-1.08\|2.76\|2.78\|2.74\|953476;2026-07-22\|2.81\|1.81\|2.76\|2.82\|2.74\|1001554;2026-07-23\|2.88\|2.49\|2.81\|2.90\|2.80\|985174;2026-07-24\|2.75\|-4.51\|2.88\|2.92\|2.74\|1234528;2026-07-27\|2.77\|0.73\|2.73\|2.79\|2.68\|793143;2026-07-28\|2.76\|-0.36\|2.75\|2.78\|2.73\|595982;2026-07-29\|2.82\|2.17\|2.77\|2.83\|2.77\|766581;2026-07-30\|2.83\|0.35\|2.81\|2.88\|2.79\|742028;2026-07-31\|2.84\|0.35\|2.81\|2.85\|2.80\|602366;2026-08-03\|2.87\|1.06\|2.82\|2.89\|2.82\|818294;2026-08-04\|2.85\|-0.70\|2.87\|2.88\|2.82\|575515;2026-08-05\|2.83\|-0.70\|2.83\|2.85\|2.81\|513435;2026-08-06\|2.86\|1.06\|2.83\|2.86\|2.80\|672634;2026-08-07\|2.87\|0.35\|2.85\|2.88\|2.83\|665753;2026-08-10\|2.87\|0.00\|2.87\|2.89\|2.86\|542651;2026-08-11\|2.84\|-1.05\|2.88\|2.90\|2.83\|619872;2026-08-12\|2.84\|0.00\|2.83\|2.85\|2.81\|569852;2026-08-13\|2.79\|-1.76\|2.83\|2.84\|2.78\|653103;2026-08-14\|2.79\|0.00\|2.79\|2.80\|2.76\|464827;2026-08-17\|2.81\|0.72\|2.78\|2.81\|2.77\|437426;2026-08-18\|2.83\|0.71\|2.80\|2.85\|2.79\|670498;2026-08-19\|2.82\|-0.35\|2.83\|2.85\|2.80\|567100;2026-08-20\|2.81\|-0.35\|2.82\|2.85\|2.77\|669522;2026-08-21\|2.83\|0.71\|2.81\|2.84\|2.78\|578430;2026-08-24\|2.84\|0.35\|2.82\|2.86\|2.81\|563592;2026-08-25\|2.85\|0.35\|2.83\|2.88\|2.83\|774561;2026-08-26\|2.86\|0.35\|2.83\|2.87\|2.82\|576256;2026-08-27\|2.88\|0.70\|2.86\|2.89\|2.83\|634678;2026-08-28\|2.94\|2.08\|2.87\|2.94\|2.86\|871295;2026-08-31\|2.93\|-0.34\|2.93\|2.95\|2.88\|724793;2026-09-01\|2.95\|0.68\|2.92\|3.01\|2.91\|945934;2026-09-02\|2.89\|-2.03\|2.99\|3.01\|2.88\|994024;2026-09-03\|2.88\|-0.35\|2.88\|2.93\|2.87\|629563;2026-09-04\|2.88\|0.00\|2.89\|2.92\|2.87\|582991;2026-09-07\|2.84\|-1.39\|2.88\|2.89\|2.83\|667673;2026-09-08\|2.94\|3.52\|2.84\|2.95\|2.83\|1006938;2026-09-09\|2.96\|0.68\|2.93\|2.97\|2.91\|730522;2026-09-10\|2.91\|-1.69\|2.96\|2.98\|2.90\|703680;2026-09-11\|2.85\|-2.06\|2.94\|2.95\|2.82\|824613;2026-09-14\|2.83\|-0.70\|2.85\|2.87\|2.79\|627102;2026-09-15\|2.80\|-1.06\|2.83\|2.83\|2.79\|464845;2026-09-16\|2.80\|0.00\|2.80\|2.82\|2.78\|509610;2026-09-17\|2.77\|-1.07\|2.79\|2.80\|2.75\|581318
112856	AI数据中心液冷渗透率将提升至40%	液冷服务器+氢能源+换热器+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年12月1日机构调研，公司持股49%的合资公司和宏智液冷散热器出货量增长并已盈利，公司正积极布局、稳步推进各业务条线。 2、据2025年8月29日半年度报告，公司燃料电池液空中冷、ATS冷却系统等产品批量配套30-200kW氢能源客车，与国内多家企业合作。 3、据2026年1月28日公司2025年度业绩预告，公司预计2025年归母净利润7500-8500万元，同比增长52%-72%，主因订单增加及终止亏损电商业务。	公司开发的冷却分配单元CDU及列间空调已批量应用于数据中心液冷系统	2026-05-14\|62.10\|-10.00\|70.16\|70.16\|62.10\|105663;2026-05-15\|65.51\|5.49\|62.00\|67.99\|61.43\|94504;2026-05-18\|64.88\|-0.96\|65.00\|66.78\|63.70\|35405;2026-05-19\|65.35\|1.19\|64.54\|66.78\|64.14\|44352;2026-05-20\|71.89\|10.01\|64.81\|71.89\|63.60\|92259;2026-05-21\|76.24\|6.05\|72.00\|79.08\|71.91\|176224;2026-05-22\|73.03\|-4.21\|75.21\|75.48\|71.90\|112647;2026-05-25\|71.48\|-2.12\|73.05\|73.40\|69.45\|86874;2026-05-26\|69.27\|-3.09\|70.77\|70.93\|67.22\|59841;2026-05-27\|66.34\|-4.23\|68.55\|68.55\|64.70\|52903;2026-05-28\|65.18\|-1.75\|65.00\|67.33\|64.00\|44770;2026-05-29\|59.80\|-8.25\|65.94\|66.30\|59.55\|66942;2026-06-01\|59.26\|-0.90\|60.48\|62.00\|58.00\|38257;2026-06-02\|57.15\|-3.56\|59.27\|59.35\|55.35\|34397;2026-06-03\|56.69\|-0.80\|57.00\|58.70\|55.82\|38577;2026-06-04\|62.36\|10.00\|56.10\|62.36\|55.30\|51808;2026-06-05\|63.50\|1.83\|62.80\|65.69\|60.80\|73641;2026-06-08\|60.26\|-5.10\|62.86\|62.88\|59.95\|40244;2026-06-09\|61.44\|1.96\|60.85\|62.05\|59.63\|31020;2026-06-10\|59.79\|-2.69\|59.50\|61.97\|59.00\|27570;2026-06-11\|57.64\|-3.60\|59.20\|59.43\|57.11\|28056;2026-06-12\|56.26\|-2.39\|58.70\|59.85\|56.05\|32255;2026-06-15\|58.96\|4.80\|57.00\|59.39\|56.62\|28747;2026-06-16\|62.32\|5.70\|58.96\|63.20\|58.02\|45510;2026-06-17\|62.40\|0.13\|62.14\|64.20\|61.54\|33644;2026-06-18\|62.88\|0.77\|62.40\|64.75\|61.50\|35608;2026-06-22\|61.97\|-1.45\|60.41\|63.82\|56.90\|72986;2026-06-23\|58.40\|-5.76\|65.00\|67.80\|57.85\|78696;2026-06-24\|57.58\|-1.40\|57.32\|59.29\|56.91\|45520;2026-06-25\|55.14\|-4.24\|57.01\|57.98\|54.77\|49217;2026-06-26\|51.87\|-5.93\|54.81\|54.85\|51.75\|40677;2026-06-29\|50.16\|-3.30\|51.91\|52.70\|49.40\|36325;2026-06-30\|51.06\|1.79\|50.15\|53.13\|49.67\|30535;2026-07-01\|51.10\|0.08\|50.49\|53.35\|50.30\|34115;2026-07-02\|49.38\|-3.37\|50.70\|51.77\|49.14\|27383;2026-07-03\|49.82\|0.89\|49.25\|51.00\|49.00\|23284;2026-07-06\|54.80\|10.00\|49.18\|54.80\|49.18\|69447;2026-07-07\|52.78\|-3.69\|54.26\|57.10\|52.51\|90525;2026-07-08\|50.29\|-4.72\|52.82\|54.05\|50.19\|42884;2026-07-09\|50.05\|-0.48\|50.78\|50.78\|48.00\|36032;2026-07-10\|48.50\|-3.10\|49.40\|50.98\|48.50\|30340;2026-07-13\|46.54\|-4.04\|48.00\|49.76\|46.30\|38210;2026-07-14\|47.20\|1.42\|46.40\|48.01\|44.04\|33526;2026-07-15\|45.87\|-2.82\|47.26\|47.77\|45.51\|20272;2026-07-16\|44.19\|-3.66\|45.04\|45.95\|43.90\|23462;2026-07-17\|40.00\|-9.48\|44.13\|44.13\|39.78\|31162;2026-07-20\|36.00\|-10.00\|40.44\|41.40\|36.00\|56026;2026-07-21\|37.92\|5.33\|36.18\|37.92\|32.45\|77544;2026-07-22\|36.97\|-2.51\|37.75\|38.83\|36.84\|56889;2026-07-23\|38.55\|4.27\|37.00\|39.48\|36.83\|47212;2026-07-24\|37.68\|-2.26\|38.55\|39.13\|37.30\|30390;2026-07-27\|40.26\|6.85\|39.28\|40.28\|37.60\|43769;2026-07-28\|38.33\|-4.79\|40.00\|40.51\|38.00\|30002;2026-07-29\|37.30\|-2.69\|38.33\|38.58\|36.29\|36653;2026-07-30\|34.80\|-6.70\|37.20\|37.34\|34.45\|30092;2026-07-31\|35.60\|2.30\|36.60\|37.31\|35.55\|32017;2026-08-03\|36.01\|1.15\|36.12\|36.66\|35.50\|26588;2026-08-04\|37.60\|4.42\|36.16\|37.61\|35.51\|29682;2026-08-05\|39.20\|4.26\|37.62\|39.35\|37.37\|29102;2026-08-06\|39.35\|0.38\|39.00\|39.79\|37.88\|34311;2026-08-07\|40.03\|1.73\|39.31\|40.18\|38.41\|28826;2026-08-10\|39.89\|-0.35\|40.43\|40.47\|39.02\|25609;2026-08-11\|39.40\|-1.23\|39.80\|39.98\|39.06\|19550;2026-08-12\|40.11\|1.80\|39.59\|40.41\|39.37\|19377;2026-08-13\|39.43\|-1.70\|40.35\|40.88\|39.40\|19402;2026-08-14\|39.80\|0.94\|39.61\|40.00\|39.33\|16902;2026-08-17\|40.75\|2.39\|39.53\|40.94\|39.53\|22648;2026-08-18\|39.82\|-2.28\|40.99\|41.02\|39.58\|22604;2026-08-19\|36.62\|-8.04\|39.57\|39.79\|36.50\|26978;2026-08-20\|36.98\|0.98\|37.25\|37.65\|36.40\|17412;2026-08-21\|37.70\|1.95\|36.71\|38.33\|36.13\|22067;2026-08-24\|37.28\|-1.11\|38.04\|38.16\|36.32\|18770;2026-08-25\|38.56\|3.43\|36.54\|39.11\|36.04\|27475;2026-08-26\|38.00\|-1.45\|39.36\|39.38\|37.17\|21988;2026-08-27\|38.71\|1.87\|37.06\|39.22\|37.06\|28344;2026-08-28\|38.30\|-1.06\|38.71\|40.15\|38.19\|22955;2026-08-31\|42.13\|10.00\|37.85\|42.13\|37.75\|48089;2026-09-01\|39.69\|-5.79\|42.20\|42.26\|39.40\|80947;2026-09-02\|40.32\|1.59\|39.41\|41.04\|38.70\|111087;2026-09-03\|44.35\|9.99\|40.69\|44.35\|40.50\|150006;2026-09-04\|42.45\|-4.28\|45.14\|45.99\|42.18\|156525;2026-09-07\|42.83\|0.90\|42.53\|43.40\|41.26\|106328;2026-09-08\|41.84\|-2.31\|42.63\|43.19\|40.91\|101784;2026-09-09\|40.98\|-2.06\|41.42\|42.14\|40.72\|78442;2026-09-10\|36.88\|-10.00\|40.50\|40.50\|36.88\|87694;2026-09-11\|33.23\|-9.90\|34.80\|35.78\|33.19\|85940;2026-09-14\|36.55\|9.99\|32.05\|36.55\|32.05\|67074;2026-09-15\|40.21\|10.01\|37.40\|40.21\|36.90\|91587;2026-09-16\|39.70\|-1.27\|42.00\|42.00\|38.52\|133820;2026-09-17\|38.89\|-2.04\|38.99\|39.96\|38.60\|81900
112855	AI数据中心液冷渗透率将提升至40%	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.55\|-2.79\|84.28\|84.70\|81.43\|49311;2026-09-14\|86.30\|3.29\|83.60\|88.88\|82.53\|53246;2026-09-15\|84.90\|-1.62\|85.86\|87.50\|84.62\|28515;2026-09-16\|85.95\|1.24\|84.80\|86.50\|83.58\|29925;2026-09-17\|85.58\|-0.43\|85.76\|88.38\|85.28\|30866
112854	南方电网用电负荷连续创新高	热电联产+煤炭产销+一季报增长+央企行业原因： 5月28日，国金证券研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年4月23日年报，公司是黑龙江省最大的热电联产企业，火电装机容量位居黑龙江省首位，可控发电装机容量641.2万千瓦，占全省统调煤机装机容量31.75%，供热面积达1.47亿平方米。 2、据2026年4月23日年报，公司所属锦兴公司肖家洼煤矿核定产能1200万吨/年，2025年实现煤炭产量1138.31万吨，销量1130.99万吨，煤炭业务实现净利润14.64亿元，是公司核心盈利支撑。 3、据2026年4月23日公告披露2026年一季报，公司一季度营收50.05亿元，归母净利润6.02亿元，同比增长26.15%。 4、据公司披露，公司控股股东为华电煤业集团有限公司，实际控制人为中国华电集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国华电集团旗下，黑龙江最大发电及集中供热运营商；公司主营发电、供热及煤炭生产销售	2026-05-14\|8.00\|-5.55\|8.86\|9.06\|8.00\|5079108;2026-05-15\|7.62\|-4.75\|7.58\|8.40\|7.20\|3867129;2026-05-18\|6.98\|-8.40\|7.21\|7.48\|6.88\|3060503;2026-05-19\|7.00\|0.29\|6.80\|7.23\|6.65\|2670825;2026-05-20\|6.43\|-8.14\|6.90\|6.92\|6.36\|2359847;2026-05-21\|6.19\|-3.73\|6.31\|6.68\|6.17\|1704383;2026-05-22\|6.29\|1.62\|6.19\|6.34\|6.02\|1273724;2026-05-25\|6.92\|10.02\|6.29\|6.92\|6.27\|1415260;2026-05-26\|7.61\|9.97\|7.27\|7.61\|7.17\|2030758;2026-05-27\|8.37\|9.99\|7.86\|8.37\|7.71\|1283927;2026-05-28\|9.21\|10.04\|9.21\|9.21\|8.97\|2337869;2026-05-29\|10.13\|9.99\|9.75\|10.13\|9.75\|1687553;2026-06-01\|9.50\|-6.22\|10.38\|10.89\|9.13\|5105662;2026-06-02\|9.24\|-2.74\|9.50\|9.65\|8.87\|4068225;2026-06-03\|9.71\|5.09\|8.96\|10.03\|8.80\|5315045;2026-06-04\|10.39\|7.00\|9.30\|10.68\|9.20\|5666041;2026-06-05\|9.35\|-10.01\|10.18\|10.60\|9.35\|4284526;2026-06-08\|8.80\|-5.88\|8.42\|9.58\|8.42\|3366247;2026-06-09\|9.05\|2.84\|8.80\|9.20\|8.43\|3419246;2026-06-10\|8.43\|-6.85\|8.83\|8.91\|8.26\|2607655;2026-06-11\|8.12\|-3.68\|8.30\|8.50\|8.08\|1884694;2026-06-12\|8.09\|-0.37\|8.15\|8.93\|8.02\|2978774;2026-06-15\|8.56\|5.81\|8.09\|8.58\|7.77\|2455428;2026-06-16\|8.62\|0.70\|8.57\|8.80\|8.33\|2287300;2026-06-17\|8.30\|-3.71\|8.64\|8.73\|8.15\|1941158;2026-06-18\|7.88\|-5.06\|8.22\|8.25\|7.79\|1920314;2026-06-22\|8.08\|2.54\|7.85\|8.16\|7.70\|1586486;2026-06-23\|7.94\|-1.73\|7.88\|8.20\|7.73\|1436045;2026-06-24\|7.88\|-0.76\|7.83\|7.97\|7.47\|1567303;2026-06-25\|7.59\|-3.68\|7.88\|8.00\|7.54\|1137483;2026-06-26\|7.19\|-5.27\|7.58\|8.26\|7.17\|2628112;2026-06-29\|7.28\|1.25\|7.14\|7.42\|6.95\|1814871;2026-06-30\|7.12\|-2.20\|7.21\|7.23\|6.90\|1366124;2026-07-01\|7.33\|2.95\|7.12\|7.38\|7.00\|1336288;2026-07-02\|6.60\|-9.96\|7.30\|7.75\|6.60\|2358792;2026-07-03\|6.43\|-2.58\|6.63\|6.90\|6.36\|1871144;2026-07-06\|6.34\|-1.40\|6.51\|6.53\|6.28\|1172100;2026-07-07\|6.10\|-3.79\|6.28\|6.33\|6.03\|967903;2026-07-08\|5.90\|-3.28\|6.11\|6.16\|5.87\|847891;2026-07-09\|6.06\|2.71\|5.89\|6.15\|5.79\|1038529;2026-07-10\|6.20\|2.31\|6.07\|6.63\|6.04\|2185674;2026-07-13\|5.76\|-7.10\|6.00\|6.20\|5.73\|1500221;2026-07-14\|5.86\|1.74\|5.76\|5.88\|5.61\|982555;2026-07-15\|5.93\|1.19\|5.87\|6.11\|5.79\|975359;2026-07-16\|5.55\|-6.41\|5.82\|5.95\|5.51\|1012048;2026-07-17\|5.30\|-4.50\|5.51\|5.74\|5.25\|1629256;2026-07-20\|5.83\|10.00\|5.31\|5.83\|5.25\|1254847;2026-07-21\|6.00\|2.92\|6.24\|6.24\|5.30\|3896451;2026-07-22\|6.60\|10.00\|5.87\|6.60\|5.73\|3841359;2026-07-23\|6.98\|5.76\|6.68\|7.26\|6.47\|4375193;2026-07-24\|6.28\|-10.03\|6.55\|6.77\|6.28\|2826039;2026-07-27\|6.25\|-0.48\|5.78\|6.70\|5.78\|2893369;2026-07-28\|6.08\|-2.72\|6.08\|6.40\|5.81\|2641431;2026-07-29\|5.90\|-2.96\|5.90\|6.22\|5.72\|2091871;2026-07-30\|5.38\|-8.81\|5.85\|5.95\|5.32\|2080017;2026-07-31\|5.61\|4.28\|5.32\|5.85\|5.29\|2113026;2026-08-03\|5.81\|3.57\|5.61\|5.95\|5.49\|2074892;2026-08-04\|5.95\|2.41\|5.85\|6.22\|5.83\|1860449;2026-08-05\|6.24\|4.87\|5.94\|6.30\|5.83\|2331367;2026-08-06\|6.26\|0.32\|6.18\|6.29\|6.02\|1738188;2026-08-07\|6.32\|0.96\|6.20\|6.34\|6.06\|1549284;2026-08-10\|6.26\|-0.95\|6.28\|6.48\|6.09\|1370555;2026-08-11\|6.14\|-1.92\|6.26\|6.59\|6.10\|1821718;2026-08-12\|6.18\|0.65\|6.09\|6.26\|6.04\|1337434;2026-08-13\|6.80\|10.03\|6.18\|6.80\|6.16\|1441340;2026-08-14\|6.43\|-5.44\|7.02\|7.05\|6.33\|3233878;2026-08-17\|6.27\|-2.49\|6.34\|6.37\|6.16\|1888078;2026-08-18\|5.95\|-5.10\|6.21\|6.27\|5.92\|1647558;2026-08-19\|5.65\|-5.04\|5.89\|6.01\|5.58\|1484935;2026-08-20\|5.65\|0.00\|5.65\|5.75\|5.59\|983782;2026-08-21\|5.58\|-1.24\|5.60\|5.62\|5.51\|737427;2026-08-24\|5.57\|-0.18\|5.63\|5.68\|5.48\|708117;2026-08-25\|5.55\|-0.36\|5.52\|5.60\|5.45\|725305;2026-08-26\|5.79\|4.32\|5.54\|5.84\|5.51\|1477635;2026-08-27\|5.67\|-2.07\|5.68\|5.69\|5.55\|1072885;2026-08-28\|5.56\|-1.94\|5.61\|5.66\|5.55\|751174;2026-08-31\|5.50\|-1.08\|5.56\|5.56\|5.38\|665819;2026-09-01\|5.55\|0.91\|5.50\|5.60\|5.46\|690395;2026-09-02\|5.39\|-2.88\|5.53\|5.60\|5.37\|704603;2026-09-03\|5.41\|0.37\|5.38\|5.48\|5.35\|551757;2026-09-04\|5.35\|-1.11\|5.42\|5.54\|5.32\|740205;2026-09-07\|5.34\|-0.19\|5.38\|5.40\|5.30\|509806;2026-09-08\|5.38\|0.75\|5.31\|5.40\|5.30\|588747;2026-09-09\|5.50\|2.23\|5.35\|5.57\|5.34\|1172577;2026-09-10\|5.82\|5.82\|5.46\|5.91\|5.42\|2369432;2026-09-11\|5.48\|-5.84\|5.81\|5.81\|5.45\|1789319;2026-09-14\|5.37\|-2.01\|5.41\|5.64\|5.32\|1238397;2026-09-15\|5.15\|-4.10\|5.32\|5.39\|5.14\|1166471;2026-09-16\|5.24\|1.75\|5.13\|5.30\|5.10\|879717;2026-09-17\|5.08\|-3.05\|5.22\|5.22\|5.04\|907011
112853	南方电网用电负荷连续创新高	AIDC高压直流+变压器出海+股份回购行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月12日互动易，公司坚定看好数据中心及智算中心行业发展，产品已应用于中国联通粤港澳大湾区枢纽韶关数据中心等项目，已完成数据中心用智能小母线及一体化电力模块产品研发，具备800V HVDC等技术储备；据2026年4月25日年报，公司750V/800V高压直流系统与国际主流智算中心AIDC架构高度兼容，可显著降低数据中心PUE值。 2、据2026年5月14日互动易，公司以北美、欧洲、中东为核心突破区域，以变压器为拳头产品，同步带动中低压成套开关设备、直流配电、母线等协同出海，大力开拓海外市场；深耕北美市场，扩大主变在智算中心和电网改造领域批量订单落地。 3、据2026年6月12日互动易，截至2026年4月30日，公司累计回购股份687,400股，占公司总股本的0.1272%，成交总金额为人民币1009.85万元。	1、公司已完成数据中心智能小母线及一体化电力模块研发，750V直流方案已在园区、楼宇、地铁落地，并储备800VHVDC技术，服务中国联通、佛山开普勒等算力中心； 2、公司围绕两网数字化、智能化需求，打造综合解决方案，加大 “二次 + 智能技术” 投入，为智能电网提供绿色环保、智能可靠的产品与供电系统方案	2026-05-14\|16.24\|-5.64\|17.22\|17.30\|16.23\|243595;2026-05-15\|15.55\|-4.25\|16.28\|16.36\|15.41\|177614;2026-05-18\|16.21\|4.24\|15.40\|16.40\|15.35\|166619;2026-05-19\|16.27\|0.37\|16.20\|16.50\|15.75\|127953;2026-05-20\|16.59\|1.97\|16.07\|16.96\|15.90\|194566;2026-05-21\|15.70\|-5.36\|16.59\|16.86\|15.65\|169509;2026-05-22\|16.03\|2.10\|15.69\|16.30\|15.69\|96660;2026-05-25\|15.95\|-0.50\|16.21\|16.78\|15.51\|178123;2026-05-26\|15.30\|-4.08\|15.80\|15.88\|15.02\|166174;2026-05-27\|15.20\|-0.65\|15.15\|15.80\|14.98\|135091;2026-05-28\|16.72\|10.00\|15.24\|16.72\|15.24\|241373;2026-05-29\|17.05\|1.97\|16.98\|18.00\|16.71\|561804;2026-06-01\|17.65\|3.52\|17.00\|18.38\|17.00\|403021;2026-06-02\|17.21\|-2.49\|17.40\|17.65\|16.77\|267089;2026-06-03\|16.44\|-4.47\|17.30\|17.67\|16.06\|351841;2026-06-04\|17.35\|5.54\|16.14\|18.08\|16.09\|471825;2026-06-05\|17.99\|3.69\|17.00\|18.80\|16.71\|485547;2026-06-08\|18.30\|1.72\|17.36\|19.09\|17.36\|391133;2026-06-09\|17.88\|-2.30\|18.12\|18.49\|17.57\|306708;2026-06-10\|16.33\|-8.67\|17.56\|17.88\|16.09\|330672;2026-06-11\|14.70\|-9.98\|15.64\|15.88\|14.70\|257463;2026-06-12\|15.40\|4.76\|14.12\|15.95\|13.58\|350694;2026-06-15\|14.98\|-2.73\|15.41\|15.71\|14.88\|244002;2026-06-16\|16.48\|10.01\|14.91\|16.48\|14.44\|301739;2026-06-17\|15.89\|-3.58\|16.42\|16.86\|15.84\|257812;2026-06-18\|15.43\|-2.89\|15.90\|15.98\|15.32\|167015;2026-06-22\|15.36\|-0.45\|15.57\|15.67\|14.79\|196246;2026-06-23\|14.17\|-7.75\|15.20\|15.23\|14.05\|244234;2026-06-24\|13.52\|-4.59\|14.14\|14.19\|13.33\|201666;2026-06-25\|12.95\|-4.22\|13.55\|13.59\|12.88\|171702;2026-06-26\|14.25\|10.04\|14.04\|14.25\|14.04\|122710;2026-06-29\|13.59\|-4.63\|14.58\|14.58\|13.50\|314792;2026-06-30\|12.91\|-5.00\|13.73\|13.80\|12.72\|251488;2026-07-01\|12.86\|-0.39\|12.92\|13.06\|12.38\|177939;2026-07-02\|12.31\|-4.28\|12.51\|12.88\|12.31\|146720;2026-07-03\|12.56\|2.03\|12.45\|12.86\|12.26\|133606;2026-07-06\|13.82\|10.03\|13.00\|13.82\|12.86\|196917;2026-07-07\|15.20\|9.99\|14.00\|15.20\|13.60\|449844;2026-07-08\|13.68\|-10.00\|15.30\|16.00\|13.68\|468959;2026-07-09\|13.51\|-1.24\|13.03\|13.68\|12.75\|407556;2026-07-10\|13.04\|-3.48\|13.40\|13.59\|13.04\|229393;2026-07-13\|12.62\|-3.22\|12.90\|13.34\|12.43\|175307;2026-07-14\|12.36\|-2.06\|12.65\|12.83\|11.91\|159957;2026-07-15\|12.06\|-2.43\|12.30\|12.65\|11.97\|148471;2026-07-16\|11.60\|-3.81\|11.77\|12.04\|11.55\|130774;2026-07-17\|11.11\|-4.22\|11.60\|11.67\|11.02\|142473;2026-07-20\|10.79\|-2.88\|11.15\|11.35\|10.60\|153089;2026-07-21\|11.10\|2.87\|10.80\|11.15\|10.26\|167159;2026-07-22\|11.00\|-0.90\|11.12\|11.20\|10.91\|102180;2026-07-23\|12.10\|10.00\|11.00\|12.10\|11.00\|209888;2026-07-24\|11.56\|-4.46\|11.88\|12.23\|11.38\|193082;2026-07-27\|11.76\|1.73\|11.41\|11.80\|11.35\|143296;2026-07-28\|11.87\|0.94\|11.76\|12.03\|11.65\|135131;2026-07-29\|11.80\|0.08\|11.69\|11.89\|11.42\|117043;2026-07-30\|11.47\|-2.80\|11.80\|11.95\|11.41\|114674;2026-07-31\|11.77\|2.62\|11.63\|11.80\|11.50\|110141;2026-08-03\|12.12\|2.97\|11.90\|12.19\|11.82\|123990;2026-08-04\|12.30\|1.49\|12.22\|12.38\|12.06\|129689;2026-08-05\|12.50\|1.63\|12.28\|12.52\|12.20\|129315;2026-08-06\|12.33\|-1.36\|12.38\|12.44\|12.16\|96110;2026-08-07\|12.27\|-0.49\|12.30\|12.31\|12.03\|85033;2026-08-10\|12.47\|1.63\|12.56\|12.60\|12.32\|103838;2026-08-11\|12.36\|-0.88\|12.47\|12.59\|12.22\|85310;2026-08-12\|12.54\|1.46\|12.33\|12.55\|12.33\|82842;2026-08-13\|12.66\|0.96\|12.48\|13.07\|12.48\|152227;2026-08-14\|12.40\|-2.05\|12.63\|12.67\|12.28\|83879;2026-08-17\|12.78\|3.06\|12.56\|12.82\|12.26\|104292;2026-08-18\|12.55\|-1.80\|12.70\|12.80\|12.41\|68443;2026-08-19\|11.96\|-4.70\|12.39\|12.39\|11.93\|88345;2026-08-20\|11.86\|-0.84\|12.10\|12.19\|11.80\|66201;2026-08-21\|11.96\|0.84\|11.75\|11.97\|11.66\|52741;2026-08-24\|11.95\|-0.08\|11.91\|12.05\|11.77\|49343;2026-08-25\|11.93\|-0.17\|11.81\|12.00\|11.70\|53265;2026-08-26\|12.09\|1.34\|12.00\|12.20\|11.95\|65082;2026-08-27\|11.74\|-2.90\|12.01\|12.04\|11.60\|105486;2026-08-28\|11.64\|-0.85\|11.66\|11.71\|11.50\|90984;2026-08-31\|11.69\|0.43\|11.51\|11.71\|11.50\|56099;2026-09-01\|11.65\|-0.34\|11.69\|11.86\|11.59\|57839;2026-09-02\|11.65\|0.00\|11.63\|11.68\|11.43\|49839;2026-09-03\|11.73\|0.69\|11.67\|11.83\|11.59\|58289;2026-09-04\|11.69\|-0.34\|11.77\|12.04\|11.58\|84972;2026-09-07\|11.62\|-0.60\|11.69\|11.75\|11.56\|48022;2026-09-08\|11.74\|1.03\|11.60\|11.75\|11.55\|50768;2026-09-09\|11.71\|-0.26\|11.73\|11.78\|11.62\|45315;2026-09-10\|11.42\|-2.48\|11.65\|11.67\|11.41\|53218;2026-09-11\|11.30\|-1.05\|11.30\|11.38\|11.15\|49237;2026-09-14\|11.23\|-0.62\|11.21\|11.37\|11.19\|37045;2026-09-15\|11.04\|-1.69\|11.17\|11.24\|11.00\|50397;2026-09-16\|11.11\|0.63\|10.96\|11.17\|10.96\|38658;2026-09-17\|11.10\|-0.09\|11.18\|11.28\|10.96\|57325
112852	南方电网用电负荷连续创新高	绿电扩张+海上风电+广西国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年3月27日公告，公司2026年度计划投资13.76亿元建设八步上程风电场、平桂水口风电场、古欧光伏及防城港海上风电A场址等77项新能源项目，持续扩大绿电装机。 2、据2026年3月27日披露的2025年年度报告，公司控股装机容量243.37万千瓦，其中新能源88.9万千瓦、占比36.53%，清洁能源173.37万千瓦、占比71.24%，新能源发电量2025年同比增151%，已成核心增长点。 3、据2026年3月27日披露的2025年年度报告，公司最终控制人为广西国资委，是区域内唯一“厂网合一”上市平台，具特许供电经营权。	公司总装机容量超240万千瓦，其中火电装机容量70万千瓦，其余为清洁能源（水电、风电、光伏），装机容量占比超70%	2026-05-14\|5.18\|-6.83\|5.57\|5.77\|5.18\|1857999;2026-05-15\|5.10\|-1.54\|5.12\|5.23\|4.96\|1335928;2026-05-18\|5.11\|0.20\|5.02\|5.22\|4.99\|800474;2026-05-19\|5.62\|9.98\|5.10\|5.62\|4.98\|1429645;2026-05-20\|5.07\|-9.79\|5.68\|5.76\|5.07\|1995561;2026-05-21\|5.20\|2.56\|5.07\|5.46\|5.05\|1593370;2026-05-22\|5.10\|-1.92\|5.10\|5.20\|4.89\|1175878;2026-05-25\|5.61\|10.00\|5.12\|5.61\|5.11\|1940832;2026-05-26\|5.53\|-1.43\|5.74\|5.97\|5.51\|2413620;2026-05-27\|5.82\|5.24\|5.47\|5.90\|5.47\|2328820;2026-05-28\|5.80\|-0.34\|5.90\|6.16\|5.64\|2471116;2026-05-29\|5.98\|3.10\|5.74\|6.25\|5.72\|2378461;2026-06-01\|5.84\|-2.34\|5.98\|6.03\|5.41\|1887865;2026-06-02\|5.77\|-1.20\|5.70\|5.95\|5.49\|1509874;2026-06-03\|6.35\|10.05\|5.98\|6.35\|5.98\|1101622;2026-06-04\|6.29\|-0.94\|6.79\|6.99\|6.22\|3506573;2026-06-05\|5.66\|-10.02\|6.19\|6.46\|5.66\|2357522;2026-06-08\|5.23\|-7.60\|5.31\|5.65\|5.19\|1492955;2026-06-09\|5.08\|-2.31\|5.20\|5.23\|4.94\|1166241;2026-06-10\|4.75\|-6.50\|5.00\|5.01\|4.68\|1118969;2026-06-11\|4.76\|0.21\|4.65\|4.85\|4.60\|805742;2026-06-12\|4.63\|-2.73\|4.71\|4.80\|4.60\|995480;2026-06-15\|4.93\|6.48\|4.74\|5.08\|4.73\|1369388;2026-06-16\|4.84\|-1.83\|4.93\|4.96\|4.81\|832172;2026-06-17\|4.67\|-3.51\|4.84\|4.86\|4.61\|824216;2026-06-18\|4.38\|-6.21\|4.67\|4.67\|4.36\|983160;2026-06-22\|4.26\|-2.74\|4.38\|4.40\|4.17\|809377;2026-06-23\|4.24\|-0.47\|4.20\|4.33\|4.16\|665314;2026-06-24\|4.20\|-0.94\|4.23\|4.23\|4.07\|616543;2026-06-25\|4.11\|-2.14\|4.21\|4.21\|4.07\|517353;2026-06-26\|3.96\|-3.65\|4.13\|4.24\|3.96\|838244;2026-06-29\|4.06\|2.53\|3.92\|4.27\|3.92\|1152938;2026-06-30\|4.22\|3.94\|4.01\|4.38\|3.93\|1060625;2026-07-01\|4.26\|0.95\|4.22\|4.29\|4.18\|732215;2026-07-02\|4.12\|-3.29\|4.23\|4.35\|4.10\|801929;2026-07-03\|4.07\|-1.21\|4.09\|4.16\|4.03\|472088;2026-07-06\|4.00\|-1.72\|4.07\|4.08\|3.97\|425231;2026-07-07\|3.82\|-4.50\|3.99\|4.00\|3.80\|571312;2026-07-08\|3.76\|-1.57\|3.80\|3.83\|3.73\|354235;2026-07-09\|3.84\|2.13\|3.74\|3.85\|3.70\|492384;2026-07-10\|3.97\|3.39\|3.82\|4.07\|3.81\|681089;2026-07-13\|3.87\|-2.52\|3.96\|3.98\|3.83\|496419;2026-07-14\|3.94\|1.81\|3.83\|3.94\|3.82\|341460;2026-07-15\|4.13\|4.82\|4.07\|4.22\|3.99\|837785;2026-07-16\|4.10\|-0.73\|4.13\|4.23\|4.08\|610014;2026-07-17\|4.50\|9.76\|4.07\|4.50\|4.06\|1593789;2026-07-20\|4.83\|7.33\|4.31\|4.91\|4.26\|1847071;2026-07-21\|4.44\|-8.07\|4.65\|4.69\|4.35\|1581136;2026-07-22\|4.53\|2.03\|4.30\|4.60\|4.30\|1188353;2026-07-23\|4.49\|-0.88\|4.44\|4.64\|4.29\|1185050;2026-07-24\|4.17\|-7.13\|4.37\|4.44\|4.16\|934239;2026-07-27\|4.38\|5.04\|4.13\|4.49\|4.11\|843596;2026-07-28\|4.32\|-1.37\|4.33\|4.41\|4.30\|583856;2026-07-29\|4.42\|2.31\|4.32\|4.44\|4.23\|732567;2026-07-30\|4.26\|-3.62\|4.39\|4.43\|4.22\|679105;2026-07-31\|4.36\|2.35\|4.23\|4.39\|4.23\|624359;2026-08-03\|4.45\|2.06\|4.39\|4.46\|4.36\|563453;2026-08-04\|4.46\|0.22\|4.46\|4.53\|4.42\|559640;2026-08-05\|4.47\|0.22\|4.46\|4.49\|4.38\|613511;2026-08-06\|4.47\|0.00\|4.44\|4.47\|4.35\|538687;2026-08-07\|4.42\|-1.12\|4.43\|4.45\|4.37\|449100;2026-08-10\|4.57\|3.39\|4.42\|4.58\|4.40\|832835;2026-08-11\|4.57\|0.00\|4.52\|4.61\|4.48\|579134;2026-08-12\|4.57\|0.00\|4.55\|4.63\|4.47\|505464;2026-08-13\|4.59\|0.44\|4.57\|4.68\|4.53\|788531;2026-08-14\|4.33\|-5.66\|4.56\|4.58\|4.25\|1007015;2026-08-17\|4.28\|-1.15\|4.26\|4.30\|4.22\|455692;2026-08-18\|4.19\|-2.10\|4.29\|4.29\|4.16\|463369;2026-08-19\|4.09\|-2.39\|4.16\|4.22\|4.06\|397900;2026-08-20\|4.12\|0.73\|4.10\|4.12\|4.05\|288167;2026-08-21\|4.09\|-0.73\|4.07\|4.10\|4.03\|220681;2026-08-24\|4.11\|0.49\|4.09\|4.13\|4.04\|279233;2026-08-25\|4.17\|1.46\|4.07\|4.19\|4.06\|323631;2026-08-26\|4.29\|2.88\|4.15\|4.33\|4.14\|573618;2026-08-27\|4.26\|-0.70\|4.27\|4.28\|4.18\|360893;2026-08-28\|4.31\|1.17\|4.27\|4.33\|4.22\|346115;2026-08-31\|4.29\|-0.46\|4.33\|4.37\|4.24\|311509;2026-09-01\|4.39\|2.33\|4.28\|4.41\|4.27\|481199;2026-09-02\|4.40\|0.23\|4.38\|4.43\|4.33\|371173;2026-09-03\|4.45\|1.14\|4.40\|4.49\|4.38\|437912;2026-09-04\|4.48\|0.67\|4.43\|4.54\|4.43\|398153;2026-09-07\|4.46\|-0.45\|4.48\|4.49\|4.43\|266601;2026-09-08\|4.53\|1.57\|4.48\|4.54\|4.45\|352877;2026-09-09\|4.63\|2.21\|4.51\|4.63\|4.48\|432163;2026-09-10\|4.82\|4.10\|4.60\|4.85\|4.58\|1301458;2026-09-11\|4.90\|1.66\|4.70\|5.04\|4.60\|1745273;2026-09-14\|4.85\|-1.02\|4.92\|5.15\|4.74\|1299205;2026-09-15\|4.72\|-2.68\|4.83\|4.98\|4.69\|1088444;2026-09-16\|4.80\|1.69\|4.72\|4.83\|4.67\|813253;2026-09-17\|4.63\|-3.54\|4.75\|4.77\|4.56\|751608
112851	南方电网用电负荷连续创新高	安哥拉电解铝+热电联产+定增修订行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年1月28日公告，公司拟通过全资子公司北京百通图达铝业科技有限公司以约4亿美元在安哥拉设立全资公司，开展电解铝及上下游业务，优化海外布局。 2、据2025年12月5日公告，公司主营工业园区集中供热与热电联产，业务已覆盖苏、鲁、赣、黔、鄂等多省，形成区域性排他优势。 3、据2025年12月16日董事会决议，公司二次修订定增方案，拟向控股股东定增募资不超2.73亿元，全部用于补流偿债。	公司主营以煤炭为燃料的热电联产业务，此前拟4亿美元在安哥拉布局电解铝业务	2026-05-14\|14.72\|-5.52\|15.61\|15.61\|14.51\|249525;2026-05-15\|13.84\|-5.98\|14.59\|14.73\|13.75\|198051;2026-05-18\|13.64\|-1.45\|13.70\|13.83\|13.28\|109963;2026-05-19\|14.06\|3.08\|13.60\|14.16\|13.36\|137647;2026-05-20\|13.93\|-0.92\|13.84\|14.29\|13.67\|130230;2026-05-21\|13.19\|-5.31\|13.88\|14.07\|13.18\|125196;2026-05-22\|14.11\|6.97\|13.19\|14.48\|13.07\|218994;2026-05-25\|13.89\|-1.56\|14.10\|14.40\|13.75\|128368;2026-05-26\|15.28\|10.01\|13.78\|15.28\|13.60\|300639;2026-05-27\|15.00\|-1.83\|15.49\|15.60\|14.92\|355956;2026-05-28\|14.74\|-1.73\|15.00\|15.20\|14.49\|247502;2026-05-29\|14.56\|-1.22\|14.73\|15.16\|14.52\|245563;2026-06-01\|14.59\|0.21\|14.50\|14.93\|14.13\|199830;2026-06-02\|14.15\|-3.02\|14.47\|14.51\|13.90\|151527;2026-06-03\|13.07\|-7.63\|14.00\|14.02\|12.80\|318344;2026-06-04\|14.38\|10.02\|13.04\|14.38\|12.90\|170106;2026-06-05\|13.71\|-4.66\|14.24\|14.47\|13.45\|316471;2026-06-08\|12.67\|-7.59\|13.47\|13.80\|12.56\|230209;2026-06-09\|12.35\|-2.53\|12.90\|12.90\|12.22\|162232;2026-06-10\|11.88\|-3.81\|12.08\|12.23\|11.76\|152482;2026-06-11\|11.65\|-1.94\|11.74\|11.99\|11.53\|117340;2026-06-12\|12.09\|3.78\|11.79\|12.41\|11.71\|162076;2026-06-15\|12.68\|4.88\|12.14\|13.25\|12.12\|184059;2026-06-16\|12.35\|-2.60\|12.70\|12.70\|12.34\|118513;2026-06-17\|11.93\|-3.40\|12.21\|12.35\|11.86\|130070;2026-06-18\|11.58\|-2.93\|11.87\|12.29\|11.48\|102842;2026-06-22\|11.70\|1.04\|11.51\|11.73\|11.01\|146854;2026-06-23\|11.57\|-1.11\|11.60\|11.91\|11.42\|123617;2026-06-24\|11.22\|-3.03\|11.59\|11.62\|11.10\|97711;2026-06-25\|10.89\|-2.94\|11.23\|11.23\|10.85\|98758;2026-06-26\|10.43\|-4.22\|10.95\|10.98\|10.42\|103146;2026-06-29\|10.33\|-0.96\|10.30\|10.50\|9.95\|104126;2026-06-30\|10.40\|0.68\|10.33\|10.43\|10.14\|89743;2026-07-01\|10.56\|1.54\|10.40\|10.65\|10.33\|99253;2026-07-02\|10.63\|0.66\|10.46\|10.93\|10.46\|99985;2026-07-03\|10.81\|1.69\|10.77\|10.95\|10.52\|95506;2026-07-06\|10.66\|-1.39\|10.77\|11.07\|10.65\|78972;2026-07-07\|10.11\|-5.16\|10.55\|10.67\|10.09\|87514;2026-07-08\|9.97\|-1.38\|10.16\|10.19\|9.95\|75807;2026-07-09\|9.86\|-0.10\|9.89\|9.99\|9.55\|77489;2026-07-10\|10.09\|2.33\|9.91\|10.29\|9.71\|91543;2026-07-13\|9.60\|-4.86\|10.08\|10.15\|9.58\|75960;2026-07-14\|9.84\|2.50\|9.55\|9.86\|9.43\|80910;2026-07-15\|9.97\|1.32\|9.82\|10.05\|9.73\|71518;2026-07-16\|9.83\|-1.40\|9.89\|10.04\|9.76\|93031;2026-07-17\|9.54\|-2.95\|9.85\|9.99\|9.43\|128674;2026-07-20\|9.65\|1.15\|9.56\|9.84\|9.47\|148933;2026-07-21\|9.66\|0.10\|9.65\|9.73\|9.29\|136216;2026-07-22\|9.93\|2.79\|9.56\|10.06\|9.50\|134751;2026-07-23\|10.38\|4.53\|9.93\|10.38\|9.81\|154094;2026-07-24\|9.77\|-5.88\|10.24\|10.38\|9.77\|128537;2026-07-27\|10.14\|3.79\|9.66\|10.15\|9.60\|120633;2026-07-28\|11.15\|9.96\|10.25\|11.15\|10.08\|301215;2026-07-29\|11.36\|1.88\|11.14\|11.47\|10.76\|503469;2026-07-30\|11.15\|-1.85\|11.13\|11.45\|11.13\|340865;2026-07-31\|11.29\|1.26\|11.00\|11.35\|10.80\|239155;2026-08-03\|11.44\|1.33\|11.34\|11.49\|11.10\|203219;2026-08-04\|11.34\|-0.87\|11.37\|11.50\|11.25\|178315;2026-08-05\|11.40\|0.53\|11.35\|11.42\|11.20\|161268;2026-08-06\|11.27\|-1.14\|11.51\|11.67\|11.13\|175030;2026-08-07\|11.03\|-2.13\|11.21\|11.26\|10.86\|154895;2026-08-10\|12.13\|9.97\|11.03\|12.13\|11.00\|299495;2026-08-11\|12.09\|-0.33\|12.28\|12.65\|12.08\|494261;2026-08-12\|11.83\|-2.15\|12.05\|12.19\|11.78\|291258;2026-08-13\|11.62\|-1.78\|11.87\|11.93\|11.62\|206687;2026-08-14\|11.29\|-2.84\|11.60\|11.61\|11.16\|164400;2026-08-17\|11.38\|0.80\|11.29\|11.38\|11.02\|140371;2026-08-18\|10.96\|-3.69\|11.28\|11.35\|10.85\|162412;2026-08-19\|10.32\|-5.84\|10.76\|10.84\|10.24\|157484;2026-08-20\|10.34\|0.19\|10.50\|10.51\|10.26\|84819;2026-08-21\|10.31\|-0.29\|10.20\|10.35\|10.13\|67559;2026-08-24\|10.32\|0.10\|10.33\|10.45\|10.19\|75256;2026-08-25\|10.49\|1.65\|10.34\|10.56\|10.24\|81516;2026-08-26\|10.53\|0.38\|10.47\|10.59\|10.41\|72549;2026-08-27\|10.53\|0.00\|10.55\|10.55\|10.39\|60419;2026-08-28\|11.58\|9.97\|10.74\|11.58\|10.55\|222902;2026-08-31\|11.30\|-2.42\|11.35\|11.46\|11.16\|230156;2026-09-01\|11.45\|1.33\|11.30\|11.58\|11.28\|165539;2026-09-02\|11.46\|0.09\|11.47\|11.56\|11.29\|152262;2026-09-03\|11.52\|0.52\|11.52\|11.67\|11.37\|156017;2026-09-04\|11.57\|0.43\|11.53\|11.70\|11.43\|134625;2026-09-07\|11.64\|0.60\|11.52\|11.69\|11.47\|112011;2026-09-08\|11.96\|2.75\|11.66\|12.09\|11.60\|217957;2026-09-09\|11.92\|-0.33\|11.88\|12.04\|11.71\|140640;2026-09-10\|11.65\|-2.27\|11.90\|11.95\|11.64\|133967;2026-09-11\|11.62\|-0.26\|11.53\|11.71\|11.42\|133070;2026-09-14\|11.54\|-0.69\|11.68\|11.82\|11.48\|126615;2026-09-15\|11.73\|1.65\|11.53\|11.95\|11.40\|170266;2026-09-16\|11.67\|-0.51\|11.63\|11.88\|11.54\|133838;2026-09-17\|11.51\|-1.37\|11.63\|11.64\|11.32\|109721
112850	南方电网用电负荷连续创新高	涨停揭秘：公司作为区域热电联产龙头，叠加电网侧独立储能业务放量，直接受益于智能电网投资高增及‘算电协同’政策催化；涨停缘由：一季度国家电网固投同比+37%；‘算电协同’首次写入政府工作报告；2号机组投产+储能收入同比+52%；提前赎回新港转债强化资本结构；资金逻辑：近5日4次登龙虎榜，主力资金4月2日净流入2110万元，游资与机构共振推升股价，反映对低碳能源基础设施的配置共识；风险提示：火电主业受煤价波动影响，可转债赎回完成或致短期流动性承压，市盈率40倍高于行业均值	公司专业从事热电联产业务	2026-05-14\|11.56\|-4.07\|12.04\|12.38\|11.56\|240199;2026-05-15\|11.33\|-1.99\|11.48\|11.62\|11.19\|166447;2026-05-18\|11.01\|-2.82\|11.11\|11.24\|10.83\|137136;2026-05-19\|11.25\|2.18\|10.97\|11.30\|10.90\|118788;2026-05-20\|10.90\|-3.11\|11.10\|11.15\|10.83\|110001;2026-05-21\|10.45\|-4.13\|10.85\|11.07\|10.39\|135496;2026-05-22\|10.70\|2.39\|10.46\|10.76\|10.32\|91151;2026-05-25\|10.83\|1.22\|10.65\|11.36\|10.45\|193220;2026-05-26\|10.66\|-1.57\|10.82\|10.90\|10.45\|129841;2026-05-27\|11.00\|3.19\|10.50\|11.73\|10.50\|383984;2026-05-28\|9.90\|-10.00\|10.75\|10.77\|9.90\|348225;2026-05-29\|9.80\|-1.01\|9.98\|10.33\|9.80\|307553;2026-06-01\|10.20\|4.08\|9.89\|10.25\|9.55\|227504;2026-06-02\|10.50\|2.94\|10.08\|10.55\|9.87\|207657;2026-06-03\|11.55\|10.00\|10.31\|11.55\|10.31\|247374;2026-06-04\|12.71\|10.04\|11.75\|12.71\|11.50\|325695;2026-06-05\|12.30\|-3.23\|13.16\|13.50\|12.00\|735844;2026-06-08\|11.07\|-10.00\|11.78\|12.02\|11.07\|407389;2026-06-09\|10.55\|-4.70\|11.16\|11.25\|10.35\|388990;2026-06-10\|9.97\|-5.50\|10.34\|10.53\|9.80\|231617;2026-06-11\|9.52\|-4.51\|9.75\|9.86\|9.37\|196141;2026-06-12\|9.18\|-3.57\|9.47\|9.62\|9.14\|205520;2026-06-15\|9.24\|0.65\|9.18\|9.78\|9.10\|212776;2026-06-16\|9.05\|-2.06\|9.24\|9.38\|9.01\|185008;2026-06-17\|8.87\|-1.99\|9.00\|9.18\|8.76\|206927;2026-06-18\|8.58\|-3.27\|8.87\|8.88\|8.51\|154309;2026-06-22\|8.54\|-0.47\|8.62\|8.62\|8.29\|132499;2026-06-23\|8.59\|0.59\|8.48\|8.69\|8.46\|129142;2026-06-24\|8.33\|-3.03\|8.52\|8.56\|8.17\|107767;2026-06-25\|7.98\|-2.33\|8.19\|8.23\|7.94\|96992;2026-06-26\|7.72\|-3.26\|8.05\|8.19\|7.68\|109767;2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374;2026-07-14\|7.30\|1.96\|7.13\|7.31\|7.05\|78199;2026-07-15\|7.35\|0.68\|7.30\|7.53\|7.26\|70326;2026-07-16\|7.27\|-1.09\|7.35\|7.40\|7.21\|61412;2026-07-17\|7.15\|-1.65\|7.23\|7.44\|7.07\|149927;2026-07-20\|7.27\|1.68\|7.10\|7.47\|7.08\|184910;2026-07-21\|6.98\|-3.99\|7.20\|7.20\|6.66\|194300;2026-07-22\|7.68\|10.03\|6.87\|7.68\|6.82\|102641;2026-07-23\|8.45\|10.03\|8.34\|8.45\|8.17\|136471;2026-07-24\|8.64\|2.25\|8.65\|9.00\|8.05\|644509;2026-07-27\|8.39\|-2.89\|7.78\|8.75\|7.78\|453030;2026-07-28\|9.23\|10.01\|8.13\|9.23\|8.13\|522124;2026-07-29\|8.74\|-5.31\|9.15\|9.17\|8.33\|520815;2026-07-30\|8.19\|-6.29\|8.58\|8.70\|8.10\|378296;2026-07-31\|8.32\|1.59\|7.93\|8.42\|7.88\|269389;2026-08-03\|8.44\|1.44\|8.31\|8.52\|8.28\|208837;2026-08-04\|8.55\|1.30\|8.45\|8.69\|8.42\|217922;2026-08-05\|8.57\|0.23\|8.60\|8.77\|8.43\|203391;2026-08-06\|8.52\|-0.58\|8.53\|8.57\|8.39\|153847;2026-08-07\|8.48\|-0.47\|8.52\|8.52\|8.30\|113160;2026-08-10\|9.33\|10.02\|8.51\|9.33\|8.47\|217329;2026-08-11\|9.10\|-2.47\|9.43\|9.55\|9.02\|383915;2026-08-12\|9.09\|-0.11\|9.07\|9.29\|9.02\|199705;2026-08-13\|9.05\|-0.44\|9.11\|9.18\|8.97\|223610;2026-08-14\|8.66\|-4.31\|9.10\|9.10\|8.56\|196257;2026-08-17\|9.53\|10.05\|8.55\|9.53\|8.40\|310123;2026-08-18\|9.72\|1.99\|9.54\|9.96\|9.47\|381794;2026-08-19\|9.14\|-5.97\|9.70\|10.00\|9.06\|253032;2026-08-20\|9.01\|-1.42\|9.18\|9.50\|9.00\|208205;2026-08-21\|9.21\|2.22\|8.99\|9.90\|8.94\|396636;2026-08-24\|8.92\|-3.15\|8.63\|9.10\|8.45\|339853;2026-08-25\|9.00\|0.90\|8.71\|9.39\|8.71\|275878;2026-08-26\|9.90\|10.00\|8.91\|9.90\|8.65\|271691;2026-08-27\|9.79\|-1.11\|10.01\|10.23\|9.65\|544969;2026-08-28\|10.16\|3.78\|9.83\|10.44\|9.68\|532622;2026-08-31\|10.59\|4.23\|10.43\|10.81\|10.05\|548560;2026-09-01\|10.92\|3.12\|10.23\|11.07\|10.10\|462702;2026-09-02\|10.20\|-6.59\|10.52\|10.60\|10.00\|319282;2026-09-03\|10.34\|1.37\|10.11\|10.98\|10.00\|320892;2026-09-04\|10.68\|3.29\|10.35\|10.87\|10.18\|361196;2026-09-07\|10.26\|-3.93\|10.50\|10.59\|10.10\|251791;2026-09-08\|10.21\|-0.49\|10.15\|10.48\|9.77\|278179;2026-09-09\|11.23\|9.99\|10.09\|11.23\|9.84\|647426;2026-09-10\|10.65\|-5.16\|11.13\|11.23\|10.60\|503393;2026-09-11\|10.85\|1.88\|10.61\|11.13\|10.30\|436769;2026-09-14\|10.50\|-3.23\|10.89\|11.55\|10.43\|432781;2026-09-15\|11.55\|10.00\|10.30\|11.55\|10.16\|615996;2026-09-16\|11.09\|-3.98\|11.55\|12.31\|10.89\|605648;2026-09-17\|12.20\|10.01\|11.09\|12.20\|10.74\|554768
112849	南方电网用电负荷连续创新高	水电+储能+锑银矿行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年4月29日2024年年度报告，公司运营7座水电站，总装机15.1万千瓦，2024年售电量51,455万千瓦时，水电为主营清洁能源业务。 2、据2025年8月27日2025年半年度报告，公司参股45%的广东吉洋能源已完成广州地铁18号线25kV飞轮储能试点项目挂网试验。 3、据2025年11月25日互动易，全资子公司梅雁矿业嵩溪锑银矿资源储量核实报告评审备案申请已获自然资源部受理，储量核实报告进入审核完善阶段。	以水力发电为主的民营企业，公司电站所在区域全部在广东	2026-05-14\|3.56\|-3.52\|3.71\|3.82\|3.56\|1352317;2026-05-15\|3.49\|-1.97\|3.51\|3.55\|3.45\|845739;2026-05-18\|3.49\|0.00\|3.45\|3.52\|3.44\|518863;2026-05-19\|3.58\|2.58\|3.48\|3.60\|3.41\|727114;2026-05-20\|3.37\|-5.87\|3.55\|3.56\|3.34\|954001;2026-05-21\|3.29\|-2.37\|3.34\|3.41\|3.28\|584864;2026-05-22\|3.28\|-0.30\|3.29\|3.31\|3.20\|537199;2026-05-25\|3.33\|1.52\|3.28\|3.35\|3.26\|405775;2026-05-26\|3.28\|-1.50\|3.30\|3.32\|3.22\|434325;2026-05-27\|3.36\|2.44\|3.28\|3.45\|3.25\|865075;2026-05-28\|3.35\|-0.30\|3.32\|3.40\|3.26\|729098;2026-05-29\|3.50\|4.48\|3.30\|3.65\|3.30\|1715151;2026-06-01\|3.48\|-0.57\|3.51\|3.57\|3.32\|1176199;2026-06-02\|3.41\|-2.01\|3.45\|3.45\|3.31\|824070;2026-06-03\|3.44\|0.88\|3.39\|3.49\|3.33\|987132;2026-06-04\|3.78\|9.88\|3.42\|3.78\|3.40\|3130749;2026-06-05\|3.54\|-6.35\|3.71\|3.76\|3.53\|2786630;2026-06-08\|3.30\|-6.78\|3.47\|3.62\|3.28\|1969309;2026-06-09\|3.23\|-2.12\|3.31\|3.34\|3.12\|1237048;2026-06-10\|3.02\|-6.50\|3.19\|3.19\|2.99\|1166310;2026-06-11\|3.02\|0.00\|3.00\|3.05\|2.96\|528536;2026-06-12\|3.03\|0.33\|3.04\|3.07\|2.97\|571016;2026-06-15\|3.03\|0.00\|3.04\|3.07\|3.01\|538637;2026-06-16\|3.08\|1.65\|3.03\|3.08\|2.97\|626446;2026-06-17\|3.01\|-2.27\|3.05\|3.07\|2.99\|528552;2026-06-18\|2.89\|-3.99\|3.00\|3.00\|2.88\|650375;2026-06-22\|2.91\|0.69\|2.88\|2.91\|2.82\|521012;2026-06-23\|2.86\|-1.72\|2.88\|2.93\|2.86\|445929;2026-06-24\|2.75\|-3.85\|2.84\|2.85\|2.72\|571319;2026-06-25\|2.69\|-2.18\|2.78\|2.79\|2.66\|500424;2026-06-26\|2.60\|-3.35\|2.68\|2.74\|2.60\|505898;2026-06-29\|2.58\|-0.77\|2.60\|2.63\|2.52\|462601;2026-06-30\|2.63\|1.94\|2.58\|2.63\|2.53\|405733;2026-07-01\|2.67\|1.52\|2.61\|2.68\|2.61\|421802;2026-07-02\|2.60\|-2.62\|2.67\|2.70\|2.60\|479887;2026-07-03\|2.65\|1.92\|2.60\|2.67\|2.59\|416923;2026-07-06\|2.59\|-2.26\|2.65\|2.68\|2.59\|365027;2026-07-07\|2.44\|-5.79\|2.58\|2.59\|2.42\|545332;2026-07-08\|2.41\|-1.23\|2.45\|2.46\|2.38\|350147;2026-07-09\|2.44\|1.24\|2.41\|2.45\|2.36\|394531;2026-07-10\|2.53\|3.69\|2.44\|2.61\|2.40\|621310;2026-07-13\|2.42\|-4.35\|2.51\|2.55\|2.41\|432994;2026-07-14\|2.49\|2.89\|2.40\|2.49\|2.38\|399029;2026-07-15\|2.53\|1.61\|2.47\|2.57\|2.46\|414854;2026-07-16\|2.52\|-0.40\|2.52\|2.55\|2.48\|313191;2026-07-17\|2.53\|0.40\|2.50\|2.57\|2.46\|567638;2026-07-20\|2.65\|4.74\|2.53\|2.65\|2.51\|894038;2026-07-21\|2.57\|-3.02\|2.62\|2.62\|2.47\|783686;2026-07-22\|2.60\|1.17\|2.53\|2.62\|2.51\|610428;2026-07-23\|2.67\|2.69\|2.57\|2.69\|2.55\|727388;2026-07-24\|2.53\|-5.24\|2.64\|2.67\|2.52\|635239;2026-07-27\|2.61\|3.16\|2.49\|2.63\|2.49\|529717;2026-07-28\|2.67\|2.30\|2.60\|2.70\|2.58\|639428;2026-07-29\|2.68\|0.37\|2.63\|2.71\|2.63\|498198;2026-07-30\|2.73\|1.87\|2.67\|2.84\|2.66\|1007240;2026-07-31\|2.71\|-0.73\|2.65\|2.74\|2.62\|648798;2026-08-03\|2.78\|2.58\|2.71\|2.79\|2.70\|510136;2026-08-04\|2.79\|0.36\|2.79\|2.82\|2.75\|496834;2026-08-05\|2.80\|0.36\|2.82\|2.83\|2.77\|506245;2026-08-06\|2.78\|-0.71\|2.80\|2.80\|2.72\|552561;2026-08-07\|2.81\|1.08\|2.78\|2.81\|2.74\|439894;2026-08-10\|2.87\|2.14\|2.81\|2.87\|2.80\|508204;2026-08-11\|2.84\|-1.05\|2.85\|2.87\|2.82\|398515;2026-08-12\|2.85\|0.35\|2.83\|2.87\|2.81\|364118;2026-08-13\|3.12\|9.47\|2.85\|3.14\|2.81\|1731680;2026-08-14\|2.81\|-9.94\|2.98\|2.99\|2.81\|2030024;2026-08-17\|2.81\|0.00\|2.78\|2.82\|2.71\|895702;2026-08-18\|2.74\|-2.49\|2.79\|2.80\|2.73\|554431;2026-08-19\|2.67\|-2.55\|2.70\|2.74\|2.66\|497133;2026-08-20\|2.71\|1.50\|2.69\|2.73\|2.68\|376962;2026-08-21\|2.73\|0.74\|2.69\|2.74\|2.67\|344271;2026-08-24\|2.75\|0.73\|2.73\|2.77\|2.72\|352678;2026-08-25\|2.80\|1.82\|2.74\|2.81\|2.71\|422958;2026-08-26\|2.87\|2.50\|2.80\|2.89\|2.78\|603454;2026-08-27\|2.87\|0.00\|2.85\|2.88\|2.81\|494218;2026-08-28\|2.93\|2.09\|2.87\|2.99\|2.83\|845913;2026-08-31\|2.87\|-2.05\|2.87\|2.89\|2.82\|593557;2026-09-01\|2.91\|1.39\|2.85\|2.91\|2.84\|356654;2026-09-02\|2.86\|-1.72\|2.90\|2.90\|2.83\|314216;2026-09-03\|2.82\|-1.40\|2.86\|2.87\|2.81\|319180;2026-09-04\|2.81\|-0.35\|2.82\|2.87\|2.78\|334332;2026-09-07\|2.81\|0.00\|2.80\|2.83\|2.79\|206753;2026-09-08\|2.89\|2.85\|2.80\|2.90\|2.80\|479128;2026-09-09\|2.90\|0.35\|2.87\|2.91\|2.84\|435891;2026-09-10\|2.89\|-0.34\|2.88\|2.93\|2.85\|522103;2026-09-11\|2.90\|0.35\|2.86\|2.91\|2.80\|652032;2026-09-14\|2.92\|0.69\|2.89\|2.98\|2.84\|593123;2026-09-15\|2.86\|-2.05\|2.91\|2.92\|2.84\|514261;2026-09-16\|2.92\|2.10\|2.89\|2.93\|2.85\|530391;2026-09-17\|2.83\|-3.08\|2.88\|2.89\|2.77\|656836
112848	南方电网用电负荷连续创新高	参股算力+火电+绿电储备+河南国资行业原因： 5月19日据财闻报道，国家能源局会同多部门印发，提出将绿电使用占比作为算力设施布局的重要参考指标，并支持算力设施通过参与绿证绿电交易提升绿电消费比例。该政策将“算电协同”从行业概念提升至国家战略层面，为绿色电力创造了确定性的增量需求，直接催化了市场对绿电运营商价值重估的预期。公司原因： 1、据2026年3月21日公告，公司董事会通过议案，拟与控股股东河南投资集团共同增资先天算力(河南)科技有限公司，增资金额分别为11亿元、14亿元。先天算力拟自行或联合其他投资人收购郑州合盈数据有限责任公司合计91.2%股权，交易作价94.1184亿元，其中先天算力收购的股权比例将不低于郑州合盈全部股权的55%。本次交易完成后，河南投资集团为先天算力控股股东(持股57.71%)，豫能控股将成为先天算力的参股股东(持股42.29%)。 2、据2026年3月24日公告，截至2025年半年度报告期末，公司控股火电装机7,660MW，600MW级机组占比80%以上，为豫南、豫北重要支撑电源。 3、据2025年12月4日投资者关系活动记录表，鲁山1300MW抽水蓄能预计2027年首台机组投产，林州1200MW项目预计2029年首台机组投产，新能源储备充足。 4、公司最终控制人为河南省财政厅，属河南省国资体系。	1、公司是河南省集火力发电、新能源、抽水蓄能、煤炭贸易物流、综合能源服务于一体的省级资本控股的综合能源上市公司； 2、公司筹划参股先天算力，并以先天算力为主体收购郑州合盈控股权，郑州合盈数据主要从事第三方超大规模数据中心业务，下属数据中心主要分布于河北省张家口市怀来县、廊坊市，位于京津冀节点，定位服务首都及周边地区实时算力需求	2026-05-14\|16.82\|-5.29\|17.72\|19.40\|16.81\|2354941;2026-05-15\|15.19\|-9.69\|16.01\|16.30\|15.14\|1852894;2026-05-18\|14.72\|-3.09\|14.70\|15.36\|14.51\|1126109;2026-05-19\|16.19\|9.99\|14.57\|16.19\|14.38\|1346808;2026-05-20\|14.88\|-8.09\|16.56\|16.64\|14.80\|1521587;2026-05-21\|16.37\|10.01\|14.88\|16.37\|14.61\|2908816;2026-05-22\|15.76\|-3.73\|16.00\|16.16\|15.10\|2235488;2026-05-25\|16.92\|7.36\|16.01\|17.30\|15.80\|2383771;2026-05-26\|16.55\|-2.19\|16.51\|17.05\|16.10\|1765865;2026-05-27\|15.74\|-4.89\|15.00\|16.33\|15.00\|1807056;2026-05-28\|15.69\|-0.32\|15.66\|16.52\|14.76\|1651127;2026-05-29\|16.37\|4.33\|15.47\|17.11\|15.25\|2134396;2026-06-01\|17.65\|7.82\|16.40\|18.01\|15.09\|2698035;2026-06-02\|18.25\|3.40\|17.13\|18.88\|16.43\|2757733;2026-06-03\|20.08\|10.03\|18.20\|20.08\|18.03\|1644082;2026-06-04\|22.09\|10.01\|21.65\|22.09\|21.02\|2061521;2026-06-05\|19.88\|-10.00\|23.01\|24.04\|19.88\|2996421;2026-06-08\|19.60\|-1.41\|19.87\|21.50\|19.00\|2654679;2026-06-09\|21.56\|10.00\|19.58\|21.56\|18.23\|2883037;2026-06-10\|21.17\|-1.81\|21.01\|22.35\|20.36\|2467785;2026-06-11\|21.21\|0.19\|20.70\|22.40\|20.31\|2272083;2026-06-12\|21.80\|2.78\|20.80\|22.20\|20.20\|2288524;2026-06-15\|22.70\|4.13\|21.30\|23.49\|21.02\|2121491;2026-06-16\|22.06\|-2.82\|22.68\|23.80\|22.05\|2507824;2026-06-17\|21.76\|-1.36\|21.86\|22.94\|20.80\|2204576;2026-06-18\|19.85\|-8.78\|21.40\|21.78\|19.58\|2141433;2026-06-22\|19.81\|-0.20\|19.18\|20.41\|19.00\|1489607;2026-06-23\|19.72\|-0.45\|19.41\|20.48\|19.01\|1436496;2026-06-24\|20.52\|4.06\|19.53\|20.55\|19.35\|1598697;2026-06-25\|18.60\|-9.36\|20.14\|20.55\|18.47\|2037016;2026-06-26\|16.81\|-9.62\|18.01\|19.36\|16.80\|1609240;2026-06-29\|16.67\|-0.83\|16.97\|17.12\|16.07\|1189567;2026-06-30\|16.61\|-0.36\|16.38\|17.20\|15.80\|1176169;2026-07-01\|17.43\|4.94\|16.77\|18.00\|16.35\|1575349;2026-07-02\|15.71\|-9.87\|17.28\|17.81\|15.70\|1523635;2026-07-03\|15.77\|0.38\|15.69\|16.16\|14.74\|1216914;2026-07-06\|16.51\|4.69\|15.65\|17.16\|15.50\|1416199;2026-07-07\|14.98\|-9.27\|16.24\|16.66\|14.86\|1191289;2026-07-08\|13.91\|-7.14\|14.84\|15.29\|13.88\|1010099;2026-07-09\|14.10\|1.37\|14.13\|14.19\|13.49\|1112953;2026-07-10\|14.32\|1.56\|14.07\|15.17\|13.87\|1062898;2026-07-13\|13.47\|-5.94\|14.06\|14.26\|13.36\|723483;2026-07-14\|13.59\|0.89\|13.40\|13.85\|13.13\|664302;2026-07-15\|14.95\|10.01\|13.56\|14.95\|13.36\|1419547;2026-07-16\|13.50\|-9.70\|14.95\|15.10\|13.50\|1444322;2026-07-17\|13.96\|3.41\|13.31\|14.80\|13.13\|1691475;2026-07-20\|14.82\|6.16\|13.20\|15.00\|12.56\|1945519;2026-07-21\|14.34\|-3.24\|14.48\|14.90\|13.57\|1712641;2026-07-22\|15.17\|5.79\|13.85\|15.39\|13.80\|1748467;2026-07-23\|15.99\|5.41\|15.03\|16.51\|14.68\|2061779;2026-07-24\|14.39\|-10.01\|15.48\|15.64\|14.39\|1386427;2026-07-27\|14.15\|-1.67\|13.71\|14.80\|13.58\|1138236;2026-07-28\|13.50\|-4.59\|13.84\|14.35\|13.50\|993364;2026-07-29\|13.16\|-2.52\|13.37\|13.70\|12.92\|862851;2026-07-30\|11.84\|-10.03\|13.01\|13.21\|11.84\|1070219;2026-07-31\|12.02\|1.52\|11.60\|12.36\|11.56\|849634;2026-08-03\|12.21\|1.58\|12.13\|12.48\|11.92\|729798;2026-08-04\|12.93\|5.90\|12.45\|13.35\|12.31\|1058947;2026-08-05\|13.49\|4.33\|12.87\|13.75\|12.70\|1097666;2026-08-06\|13.12\|-2.74\|13.31\|13.38\|12.90\|808419;2026-08-07\|13.72\|4.57\|13.16\|13.80\|12.99\|1064394;2026-08-10\|13.66\|-0.44\|13.75\|13.98\|13.32\|762772;2026-08-11\|13.53\|-0.95\|13.48\|13.88\|13.39\|594652;2026-08-12\|13.73\|1.48\|13.50\|14.22\|13.34\|937994;2026-08-13\|14.12\|2.84\|13.88\|14.25\|13.78\|1328364;2026-08-14\|13.07\|-7.44\|13.86\|13.86\|12.87\|1315695;2026-08-17\|13.09\|0.15\|13.24\|13.24\|12.72\|918213;2026-08-18\|12.74\|-2.67\|13.16\|13.17\|12.62\|586257;2026-08-19\|11.99\|-5.89\|12.50\|12.68\|11.92\|630386;2026-08-20\|11.82\|-1.42\|12.01\|12.10\|11.75\|470295;2026-08-21\|11.92\|0.85\|11.71\|11.93\|11.59\|350893;2026-08-24\|11.91\|-0.08\|12.19\|12.41\|11.69\|609191;2026-08-25\|11.85\|-0.50\|11.80\|11.99\|11.67\|462222;2026-08-26\|12.00\|1.27\|11.70\|12.03\|11.66\|616942;2026-08-27\|12.26\|2.17\|11.88\|12.28\|11.75\|590407;2026-08-28\|12.14\|-0.98\|12.26\|12.33\|12.12\|354649;2026-08-31\|11.91\|-1.89\|12.02\|12.02\|11.70\|366260;2026-09-01\|11.92\|0.08\|11.93\|12.10\|11.86\|336068;2026-09-02\|11.70\|-1.85\|11.77\|11.96\|11.56\|328869;2026-09-03\|11.72\|0.17\|11.70\|11.80\|11.44\|376722;2026-09-04\|11.54\|-1.54\|11.72\|11.95\|11.45\|368373;2026-09-07\|11.57\|0.26\|11.58\|11.66\|11.50\|267667;2026-09-08\|11.76\|1.64\|11.55\|11.78\|11.45\|359535;2026-09-09\|11.76\|0.00\|11.77\|11.89\|11.64\|382412;2026-09-10\|12.43\|5.70\|11.71\|12.56\|11.56\|1486436;2026-09-11\|11.81\|-4.99\|12.24\|12.30\|11.68\|1075123;2026-09-14\|12.99\|9.99\|11.65\|12.99\|11.63\|1691097;2026-09-15\|12.50\|-3.77\|13.45\|13.64\|12.37\|1863872;2026-09-16\|12.37\|-1.04\|12.25\|12.77\|12.15\|1134365;2026-09-17\|11.97\|-3.23\|12.17\|12.19\|11.76\|1004615
112847	煤矿大面积停产安检，焦煤期现货价格同步走强	主焦煤龙头+煤炭+河南国资行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据2026年4月30日年报，公司主营业务为煤炭开采、洗选加工和销售，产品包括主焦煤、1/3焦煤、肥煤等冶炼精煤及混煤，资源量近30亿吨，优质低硫主焦煤处于市场龙头地位。公司核定产能3233万吨，2026年安排原煤产量计划3024万吨，精煤产量计划1308万吨。 2、据2026年4月30日年报，公司主焦煤具有低硫、低灰、低磷等先天优势，品质与产能全国领先，部分指标优于进口煤；旗下“平煤主焦一号”为大连商品交易所首批焦煤品牌，公司与国内多家大型钢铁企业保持长期战略合作关系，焦精煤作为其炼焦配煤骨架煤种具有不可替代性。 3、据公司公告及资料，公司控股股东为中国平煤神马控股集团有限公司，实际控制人为河南省人民政府国有资产监督管理委员会，具备地方国资背景。	中南地区焦煤龙头，国内品种最全的炼焦煤和电煤生产基地，产品主要有动力煤和冶炼精煤两大类	2026-05-14\|7.54\|-3.83\|7.81\|7.84\|7.53\|459984;2026-05-15\|7.39\|-1.99\|7.52\|7.57\|7.31\|457086;2026-05-18\|7.55\|2.17\|7.41\|7.57\|7.28\|374535;2026-05-19\|7.58\|0.40\|7.52\|7.66\|7.42\|243734;2026-05-20\|7.46\|-1.58\|7.55\|7.67\|7.43\|215077;2026-05-21\|7.22\|-3.22\|7.43\|7.50\|7.21\|281732;2026-05-22\|7.20\|-0.28\|7.22\|7.26\|7.08\|227196;2026-05-25\|7.92\|10.00\|7.80\|7.92\|7.65\|702662;2026-05-26\|7.77\|-1.89\|7.80\|8.17\|7.77\|835758;2026-05-27\|7.75\|-0.26\|7.77\|7.96\|7.51\|502788;2026-05-28\|7.84\|1.16\|7.74\|8.02\|7.71\|467573;2026-05-29\|7.86\|0.26\|7.80\|7.99\|7.78\|314286;2026-06-01\|8.31\|5.73\|7.90\|8.38\|7.68\|737367;2026-06-02\|8.31\|0.00\|8.25\|8.66\|8.14\|634850;2026-06-03\|8.38\|0.84\|8.24\|8.45\|8.10\|442928;2026-06-04\|9.22\|10.02\|8.46\|9.22\|8.46\|1093866;2026-06-05\|9.67\|4.88\|9.22\|9.82\|9.11\|1349899;2026-06-08\|9.75\|0.83\|9.35\|10.15\|9.34\|1003446;2026-06-09\|9.46\|-2.97\|9.34\|9.65\|9.24\|1015402;2026-06-10\|9.05\|-4.33\|9.45\|9.54\|9.00\|669254;2026-06-11\|9.10\|0.55\|8.99\|9.30\|8.96\|535029;2026-06-12\|9.18\|0.88\|9.00\|9.33\|8.94\|531991;2026-06-15\|9.16\|-0.22\|9.00\|9.18\|8.64\|629512;2026-06-16\|8.75\|-4.48\|9.07\|9.13\|8.69\|517368;2026-06-17\|8.57\|-2.06\|8.67\|8.85\|8.49\|348600;2026-06-18\|8.43\|-1.63\|8.49\|8.60\|8.27\|396224;2026-06-22\|8.88\|5.34\|8.43\|8.88\|8.29\|533238;2026-06-23\|8.57\|-3.49\|8.90\|9.07\|8.53\|408744;2026-06-24\|8.14\|-5.02\|8.55\|8.68\|8.03\|463414;2026-06-25\|8.09\|-0.61\|8.11\|8.38\|7.90\|314988;2026-06-26\|7.62\|-5.81\|8.07\|8.18\|7.60\|387394;2026-06-29\|7.55\|-0.92\|7.66\|7.73\|7.42\|384211;2026-06-30\|7.15\|-4.54\|7.43\|7.48\|7.10\|351434;2026-07-01\|7.62\|6.57\|7.14\|7.78\|7.03\|508895;2026-07-02\|7.86\|3.15\|7.61\|8.05\|7.56\|456691;2026-07-03\|7.83\|-0.38\|7.87\|8.06\|7.81\|275852;2026-07-06\|8.21\|4.85\|7.80\|8.25\|7.73\|407225;2026-07-07\|7.81\|-4.87\|8.20\|8.20\|7.73\|265278;2026-07-08\|7.82\|0.13\|7.79\|8.00\|7.73\|287954;2026-07-09\|7.72\|-1.28\|7.77\|7.85\|7.61\|244359;2026-07-10\|7.61\|-1.42\|7.62\|7.81\|7.49\|343706;2026-07-13\|7.51\|-1.31\|7.62\|7.69\|7.45\|247989;2026-07-14\|7.94\|5.73\|7.59\|7.99\|7.52\|411875;2026-07-15\|7.96\|0.25\|7.84\|8.04\|7.79\|326312;2026-07-16\|7.73\|-2.89\|7.95\|8.07\|7.62\|287729;2026-07-17\|7.47\|-3.36\|7.74\|7.83\|7.45\|315033;2026-07-20\|7.98\|6.83\|7.47\|8.09\|7.47\|537348;2026-07-21\|7.65\|-4.14\|7.90\|8.10\|7.58\|631627;2026-07-22\|8.04\|5.10\|7.65\|8.10\|7.62\|476292;2026-07-23\|8.11\|0.87\|7.95\|8.16\|7.92\|282958;2026-07-24\|7.69\|-5.18\|8.14\|8.21\|7.69\|277571;2026-07-27\|7.79\|1.30\|7.65\|7.82\|7.47\|331596;2026-07-28\|7.67\|-1.54\|7.72\|7.74\|7.54\|283935;2026-07-29\|8.14\|6.13\|7.76\|8.23\|7.65\|478123;2026-07-30\|7.96\|-2.21\|8.12\|8.27\|7.84\|416652;2026-07-31\|7.99\|0.38\|7.85\|8.06\|7.82\|308301;2026-08-03\|7.88\|-1.38\|7.96\|8.08\|7.85\|312012;2026-08-04\|8.02\|1.78\|7.93\|8.10\|7.75\|383250;2026-08-05\|8.11\|1.12\|8.01\|8.15\|7.93\|360538;2026-08-06\|8.92\|9.99\|8.10\|8.92\|8.09\|628527;2026-08-07\|8.94\|0.22\|8.92\|9.01\|8.61\|652034;2026-08-10\|9.35\|4.59\|8.90\|9.56\|8.86\|589723;2026-08-11\|9.34\|-0.11\|9.49\|9.49\|9.10\|383687;2026-08-12\|9.19\|-1.61\|9.20\|9.43\|9.10\|362222;2026-08-13\|8.99\|-2.18\|9.10\|9.24\|8.93\|362381;2026-08-14\|9.59\|6.67\|9.03\|9.65\|8.91\|573244;2026-08-17\|9.31\|-2.92\|9.50\|9.80\|9.19\|467214;2026-08-18\|9.29\|-0.21\|9.36\|9.50\|9.21\|330139;2026-08-19\|9.42\|1.40\|9.55\|9.89\|9.27\|639979;2026-08-20\|9.46\|0.42\|9.15\|9.62\|9.12\|480912;2026-08-21\|9.61\|1.59\|9.37\|9.76\|9.28\|355349;2026-08-24\|9.80\|1.98\|9.85\|10.12\|9.59\|450863;2026-08-25\|9.56\|-2.45\|9.71\|9.90\|9.54\|367022;2026-08-26\|9.73\|1.78\|9.50\|9.74\|9.39\|292658;2026-08-27\|9.91\|1.85\|9.66\|10.00\|9.65\|375328;2026-08-28\|9.87\|-0.40\|9.98\|10.04\|9.70\|242982;2026-08-31\|10.06\|1.93\|10.00\|10.26\|9.76\|549800;2026-09-01\|9.65\|-4.08\|9.92\|10.14\|9.60\|552876;2026-09-02\|9.39\|-2.69\|9.88\|9.88\|9.28\|551287;2026-09-03\|9.38\|-0.11\|9.36\|9.58\|9.32\|324100;2026-09-04\|9.30\|-0.85\|9.36\|9.43\|9.23\|261776;2026-09-07\|9.17\|-1.40\|9.29\|9.31\|8.96\|345034;2026-09-08\|9.40\|2.51\|9.14\|9.46\|9.05\|318000;2026-09-09\|9.65\|2.66\|9.38\|9.82\|9.32\|399032;2026-09-10\|9.53\|-1.24\|9.75\|9.75\|9.43\|250539;2026-09-11\|9.29\|-2.52\|9.56\|9.67\|9.24\|186792;2026-09-14\|9.13\|-1.72\|9.30\|9.32\|9.07\|228703;2026-09-15\|9.08\|-0.55\|9.15\|9.26\|9.05\|188859;2026-09-16\|8.99\|-0.99\|9.11\|9.11\|8.86\|210161;2026-09-17\|8.94\|-0.56\|8.97\|9.03\|8.86\|165453
112846	煤矿大面积停产安检，焦煤期现货价格同步走强	焦炭+型钢+碳减排行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据2026年4月25日年报，公司主营业务为型钢及焦炭，型钢产品占主营业务收入77.09%，拥有120万吨大型H型钢生产线，型钢产品已通过韩标、欧标认证。 2、据2026年4月25日年报，公司2025年焦炭业务已全面转为受托加工模式，全年加工量约192.93万吨，有效平滑价格波动风险。 3、据2026年4月25日年报，公司成功入选“山西省焦炭产品碳足迹管理体系试点单位”，焦化工序达到国家能效标杆水平，碳排强度持续下降。	山西省焦化行业龙头企业之一，H型钢与焦炭双主业	2026-05-14\|3.19\|-2.45\|3.26\|3.29\|3.18\|289331;2026-05-15\|3.15\|-1.25\|3.19\|3.21\|3.14\|282954;2026-05-18\|3.19\|1.27\|3.15\|3.20\|3.10\|285392;2026-05-19\|3.18\|-0.31\|3.18\|3.20\|3.13\|247938;2026-05-20\|3.09\|-2.83\|3.18\|3.19\|3.05\|322599;2026-05-21\|2.92\|-5.50\|3.06\|3.10\|2.90\|408535;2026-05-22\|2.98\|2.05\|2.92\|2.99\|2.87\|325881;2026-05-25\|3.00\|0.67\|3.15\|3.16\|2.97\|621911;2026-05-26\|2.97\|-1.00\|2.98\|3.07\|2.93\|429001;2026-05-27\|2.93\|-1.35\|2.95\|2.97\|2.87\|339504;2026-05-28\|2.98\|1.71\|2.93\|3.00\|2.91\|374005;2026-05-29\|3.00\|0.67\|3.01\|3.21\|2.96\|746733;2026-06-01\|3.20\|6.67\|2.97\|3.28\|2.91\|1140685;2026-06-02\|3.10\|-3.12\|3.15\|3.24\|3.08\|871252;2026-06-03\|3.15\|1.61\|3.06\|3.17\|2.97\|743409;2026-06-04\|3.47\|10.16\|3.17\|3.47\|3.15\|1530140;2026-06-05\|3.59\|3.46\|3.67\|3.82\|3.50\|2828068;2026-06-08\|3.41\|-5.01\|3.41\|3.74\|3.37\|1929299;2026-06-09\|3.18\|-6.74\|3.32\|3.38\|3.07\|1554782;2026-06-10\|2.94\|-7.55\|3.21\|3.21\|2.91\|1193453;2026-06-11\|2.92\|-0.68\|2.91\|3.20\|2.91\|1255337;2026-06-12\|2.88\|-1.37\|2.88\|2.99\|2.74\|1133492;2026-06-15\|2.83\|-1.74\|2.83\|2.91\|2.80\|650485;2026-06-16\|2.79\|-1.41\|2.81\|2.81\|2.71\|606492;2026-06-17\|2.66\|-4.66\|2.79\|2.79\|2.64\|582217;2026-06-18\|2.57\|-3.38\|2.65\|2.65\|2.54\|473682;2026-06-22\|2.61\|1.56\|2.57\|2.61\|2.50\|461702;2026-06-23\|2.63\|0.77\|2.58\|2.74\|2.57\|534901;2026-06-24\|2.44\|-7.22\|2.59\|2.61\|2.40\|592545;2026-06-25\|2.41\|-1.23\|2.45\|2.45\|2.34\|413631;2026-06-26\|2.36\|-2.07\|2.40\|2.41\|2.34\|353434;2026-06-29\|2.39\|1.27\|2.37\|2.42\|2.32\|373174;2026-06-30\|2.38\|-0.42\|2.38\|2.42\|2.33\|341969;2026-07-01\|2.45\|2.94\|2.37\|2.49\|2.33\|563851;2026-07-02\|2.47\|0.82\|2.46\|2.60\|2.45\|476794;2026-07-03\|2.52\|2.02\|2.45\|2.53\|2.45\|395333;2026-07-06\|2.49\|-1.19\|2.50\|2.53\|2.45\|302079;2026-07-07\|2.39\|-4.02\|2.47\|2.48\|2.37\|314182;2026-07-08\|2.37\|-0.84\|2.39\|2.43\|2.34\|295648;2026-07-09\|2.39\|0.84\|2.35\|2.44\|2.33\|419930;2026-07-10\|2.49\|4.18\|2.38\|2.54\|2.31\|652115;2026-07-13\|2.40\|-3.61\|2.47\|2.55\|2.37\|482916;2026-07-14\|2.57\|7.08\|2.40\|2.58\|2.38\|808530;2026-07-15\|2.56\|-0.39\|2.50\|2.67\|2.47\|780105;2026-07-16\|2.55\|-0.39\|2.51\|2.60\|2.49\|462366;2026-07-17\|2.49\|-2.35\|2.55\|2.66\|2.45\|509487;2026-07-20\|2.54\|2.01\|2.47\|2.65\|2.47\|711373;2026-07-21\|2.43\|-4.33\|2.49\|2.49\|2.32\|715956;2026-07-22\|2.57\|5.76\|2.40\|2.58\|2.39\|780949;2026-07-23\|2.63\|2.33\|2.54\|2.65\|2.53\|589251;2026-07-24\|2.51\|-4.56\|2.62\|2.66\|2.50\|406571;2026-07-27\|2.58\|2.79\|2.47\|2.59\|2.47\|345497;2026-07-28\|2.62\|1.55\|2.56\|2.66\|2.56\|318402;2026-07-29\|2.68\|2.29\|2.62\|2.71\|2.60\|387033;2026-07-30\|2.63\|-1.87\|2.66\|2.74\|2.60\|400043;2026-07-31\|2.66\|1.14\|2.62\|2.69\|2.59\|349101;2026-08-03\|2.74\|3.01\|2.66\|2.74\|2.64\|400502;2026-08-04\|2.75\|0.36\|2.75\|2.77\|2.70\|319531;2026-08-05\|2.77\|0.73\|2.75\|2.78\|2.71\|296267;2026-08-06\|2.87\|3.61\|2.79\|2.90\|2.73\|874191;2026-08-07\|2.74\|-4.53\|2.77\|2.79\|2.68\|728198;2026-08-10\|2.83\|3.28\|2.74\|2.84\|2.71\|500933;2026-08-11\|2.86\|1.06\|2.88\|2.90\|2.80\|474041;2026-08-12\|2.89\|1.05\|2.83\|2.92\|2.83\|411967;2026-08-13\|2.82\|-2.42\|2.88\|2.89\|2.81\|339652;2026-08-14\|2.78\|-1.42\|2.82\|2.84\|2.74\|282495;2026-08-17\|2.85\|2.52\|2.79\|2.85\|2.75\|301744;2026-08-18\|2.87\|0.70\|2.84\|2.91\|2.83\|363992;2026-08-19\|3.08\|7.32\|2.89\|3.15\|2.82\|1713141;2026-08-20\|2.81\|-8.77\|2.85\|2.96\|2.77\|1474953;2026-08-21\|2.87\|2.14\|2.72\|2.87\|2.70\|960986;2026-08-24\|2.86\|-0.35\|2.87\|2.95\|2.81\|739686;2026-08-25\|2.95\|3.15\|2.85\|2.98\|2.82\|842830;2026-08-26\|2.96\|0.34\|2.92\|3.00\|2.88\|580814;2026-08-27\|3.04\|2.70\|2.95\|3.06\|2.93\|615952;2026-08-28\|3.09\|1.64\|3.06\|3.12\|3.02\|522601;2026-08-31\|3.10\|0.32\|3.12\|3.14\|3.06\|548481;2026-09-01\|3.18\|2.58\|3.07\|3.24\|3.07\|701550;2026-09-02\|3.08\|-3.14\|3.36\|3.40\|3.04\|939998;2026-09-03\|3.03\|-1.62\|3.03\|3.15\|3.01\|720411;2026-09-04\|3.05\|0.66\|3.05\|3.11\|2.97\|516798;2026-09-07\|3.06\|0.33\|3.03\|3.08\|3.00\|360706;2026-09-08\|3.24\|5.88\|3.04\|3.24\|3.04\|634563;2026-09-09\|3.30\|1.85\|3.22\|3.33\|3.16\|642641;2026-09-10\|3.31\|0.30\|3.30\|3.38\|3.24\|671185;2026-09-11\|3.13\|-5.44\|3.29\|3.32\|3.10\|544007;2026-09-14\|3.11\|-0.64\|3.13\|3.19\|3.09\|343070;2026-09-15\|3.05\|-1.93\|3.11\|3.16\|3.04\|402823;2026-09-16\|3.08\|0.98\|3.04\|3.09\|3.00\|391205;2026-09-17\|3.08\|0.00\|3.09\|3.10\|2.97\|392576
112845	煤矿大面积停产安检，焦煤期现货价格同步走强	煤炭贸易+控制权变更预期+资产注入预期 1、据2026年6月8日公告，控股股东王健所持股份二次司法拍卖后，其与一致行动人合计持股比例降至11.07%，与第二大股东9.49%持股比例接近，公司控制权存在变更预期。 2、据2025年年度报告及2026年3月6日投资者关系活动记录表，公司发展战略明确将在做大做强煤炭贸易业务基础上，积极探索引入优质实体资产，进一步改善公司盈利能力。 3、据2025年年度报告，公司主营业务为煤炭贸易自营业务，2025年营业收入4.65亿元，已构建覆盖多地区的稳定供应商与客户网络。	公司主营煤炭贸易，此前筹划收购国网电力股权	2026-05-14\|7.14\|0.71\|7.16\|7.19\|7.03\|77428;2026-05-15\|7.34\|2.80\|7.08\|7.51\|7.07\|104531;2026-05-18\|7.21\|-1.77\|7.35\|7.36\|7.00\|99925;2026-05-19\|7.05\|-2.22\|7.24\|7.26\|6.93\|77346;2026-05-20\|7.76\|10.07\|7.03\|7.76\|6.98\|316114;2026-05-21\|6.98\|-10.05\|7.82\|8.11\|6.98\|362064;2026-05-22\|7.28\|4.30\|7.12\|7.31\|6.85\|218884;2026-05-25\|7.59\|4.26\|7.33\|7.62\|7.18\|149164;2026-05-26\|7.75\|2.11\|7.60\|7.83\|7.45\|167810;2026-05-27\|8.53\|10.06\|7.72\|8.53\|7.72\|235549;2026-05-28\|8.37\|-1.88\|8.43\|8.66\|7.72\|437735;2026-05-29\|7.85\|-6.21\|8.28\|8.39\|7.69\|263331;2026-06-01\|7.70\|-1.91\|7.92\|8.09\|7.70\|166838;2026-06-02\|8.00\|3.90\|7.78\|8.45\|7.57\|234988;2026-06-03\|8.17\|2.12\|7.92\|8.35\|7.89\|199167;2026-06-04\|8.99\|10.04\|8.17\|8.99\|8.06\|345565;2026-06-05\|9.09\|1.11\|9.00\|9.43\|8.80\|459761;2026-06-08\|8.61\|-5.28\|8.99\|9.10\|8.48\|264326;2026-06-09\|8.72\|1.28\|8.75\|8.85\|8.43\|203593;2026-06-10\|8.73\|0.11\|8.42\|8.96\|8.28\|206832;2026-06-11\|8.79\|0.69\|8.60\|8.84\|8.48\|180515;2026-06-12\|8.50\|-3.30\|8.73\|9.15\|8.35\|196362;2026-06-15\|8.19\|-3.65\|8.44\|8.58\|8.00\|215849;2026-06-16\|8.43\|2.93\|8.28\|8.49\|8.05\|133018;2026-06-17\|9.18\|8.90\|8.39\|9.27\|8.00\|473058;2026-06-18\|9.33\|1.63\|9.00\|9.45\|8.65\|310425;2026-06-22\|9.35\|0.21\|9.27\|9.53\|8.82\|203046;2026-06-23\|9.24\|-1.18\|9.21\|9.75\|9.14\|165017;2026-06-24\|9.08\|-1.73\|9.16\|9.40\|8.96\|148329;2026-06-25\|8.17\|-10.02\|9.12\|9.18\|8.17\|218451;2026-06-26\|8.13\|-0.49\|8.09\|8.90\|8.01\|212230;2026-06-29\|8.33\|2.46\|8.01\|8.68\|7.50\|218805;2026-06-30\|8.20\|-1.56\|8.29\|8.45\|8.11\|115627;2026-07-01\|8.19\|-0.12\|8.21\|8.54\|8.02\|140204;2026-07-02\|8.76\|6.96\|8.25\|9.01\|8.16\|337047;2026-07-03\|9.64\|10.05\|8.87\|9.64\|8.59\|390062;2026-07-06\|8.89\|-7.78\|10.60\|10.60\|8.68\|651805;2026-07-07\|8.06\|-9.34\|8.85\|8.88\|8.00\|431585;2026-07-08\|7.76\|-3.72\|7.86\|8.53\|7.72\|271601;2026-07-09\|7.73\|-0.39\|7.77\|7.83\|7.22\|275692;2026-07-10\|7.41\|-4.14\|7.59\|7.80\|7.40\|184375;2026-07-13\|6.83\|-7.83\|7.39\|7.63\|6.80\|171491;2026-07-14\|6.89\|0.88\|6.76\|6.90\|6.56\|113484;2026-07-15\|7.32\|6.24\|6.81\|7.41\|6.78\|151983;2026-07-16\|6.96\|-4.92\|7.39\|7.44\|6.89\|150819;2026-07-17\|6.78\|-2.59\|6.89\|7.06\|6.65\|127418;2026-07-20\|6.64\|-2.06\|6.91\|7.03\|6.60\|102889;2026-07-21\|6.25\|-5.87\|6.64\|6.65\|5.98\|117653;2026-07-22\|6.46\|3.36\|6.20\|6.71\|6.18\|117997;2026-07-23\|7.04\|8.98\|6.38\|7.07\|6.38\|135074;2026-07-24\|6.75\|-4.12\|6.98\|7.10\|6.74\|83836;2026-07-27\|6.75\|0.00\|6.74\|6.86\|6.65\|62891;2026-07-28\|6.83\|1.19\|6.66\|6.97\|6.62\|67475;2026-07-29\|6.69\|-2.05\|6.83\|6.87\|6.63\|58357;2026-07-30\|6.67\|-0.30\|6.64\|6.78\|6.58\|63760;2026-07-31\|6.87\|3.00\|6.77\|6.94\|6.77\|56130;2026-08-03\|6.98\|1.60\|6.83\|6.98\|6.73\|44246;2026-08-04\|7.21\|3.30\|7.06\|7.25\|6.99\|52534;2026-08-05\|7.18\|-0.42\|7.22\|7.35\|7.12\|75998;2026-08-06\|7.37\|2.65\|7.24\|7.38\|7.13\|65962;2026-08-07\|7.19\|-2.44\|7.37\|7.37\|7.07\|54029;2026-08-10\|7.30\|1.53\|7.24\|7.31\|7.06\|44492;2026-08-11\|7.26\|-0.55\|7.29\|7.37\|7.13\|34235;2026-08-12\|7.31\|0.69\|7.25\|7.37\|7.20\|30721;2026-08-13\|7.51\|2.74\|7.32\|7.69\|7.29\|81686;2026-08-14\|7.44\|-0.93\|7.51\|7.57\|7.31\|50921;2026-08-17\|7.57\|1.75\|7.44\|7.60\|7.35\|44358;2026-08-18\|7.46\|-1.45\|7.65\|7.65\|7.43\|51068;2026-08-19\|7.23\|-3.08\|7.41\|7.44\|7.22\|60350;2026-08-20\|7.26\|0.41\|7.24\|7.40\|7.18\|40116;2026-08-21\|7.24\|-0.28\|7.23\|7.28\|7.11\|46436;2026-08-24\|7.30\|0.83\|7.23\|7.64\|7.19\|69790;2026-08-25\|7.35\|0.68\|7.27\|7.36\|7.20\|47229;2026-08-26\|8.09\|10.07\|7.44\|8.09\|7.34\|299222;2026-08-27\|8.90\|10.01\|7.98\|8.90\|7.98\|411844;2026-08-28\|9.31\|4.61\|8.90\|9.79\|8.31\|681085;2026-08-31\|9.16\|-1.61\|8.89\|9.19\|8.82\|313710;2026-09-01\|9.08\|-0.87\|9.15\|9.34\|8.95\|257134;2026-09-02\|9.06\|-0.22\|8.92\|9.12\|8.85\|193238;2026-09-03\|9.04\|-0.22\|9.08\|9.49\|9.04\|198531;2026-09-04\|8.90\|-1.55\|9.10\|9.55\|8.80\|228862;2026-09-07\|8.56\|-3.82\|9.04\|9.04\|8.51\|252157;2026-09-08\|8.50\|-0.70\|8.61\|8.75\|8.38\|181813;2026-09-09\|8.20\|-3.53\|8.42\|8.43\|8.19\|169821;2026-09-10\|7.89\|-3.78\|8.12\|8.20\|7.87\|146368;2026-09-11\|7.53\|-4.56\|7.87\|7.92\|7.46\|137289;2026-09-14\|7.12\|-5.44\|7.43\|7.45\|7.10\|167746;2026-09-15\|7.05\|-0.98\|7.15\|7.53\|7.01\|241993;2026-09-16\|7.09\|0.57\|6.98\|7.13\|6.85\|135509;2026-09-17\|6.90\|-2.68\|7.03\|7.08\|6.86\|112559
112844	煤矿大面积停产安检，焦煤期现货价格同步走强	煤炭+河南国资重组+国企改革行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据中国新闻网2026年5月31日报道，印尼设立国企作为煤炭等商品的唯一出口商，自2026年6月1日起实施；据2026年6月1日21世纪经济报道，大商所焦煤期货主力合约触及涨停，涨幅8%。 2、据2026年4月3日年报，公司最终控制人为河南省人民政府国有资产监督管理委员会；据2026年1月17日收购报告书，河南省国资委以其持有的河南能源集团100%股权对平煤神马集团进行增资，完成后平煤神马集团间接持有公司84.50%的股份。 3、公司主要从事原煤开采、煤炭批发经营、煤炭洗选加工，2025年商品煤产量1089.44万吨。	河南能源集团旗下煤炭企业；此前河南省委、省政府决定对间接控股股东河南能源集团和中国平煤神马控股集团实施战略重组	2026-05-14\|5.46\|-3.87\|5.69\|5.71\|5.46\|205798;2026-05-15\|5.42\|-0.73\|5.43\|5.52\|5.34\|168566;2026-05-18\|5.47\|0.92\|5.48\|5.51\|5.32\|130975;2026-05-19\|5.48\|0.18\|5.45\|5.49\|5.38\|131118;2026-05-20\|5.33\|-2.74\|5.48\|5.50\|5.31\|138847;2026-05-21\|5.10\|-4.32\|5.33\|5.36\|5.09\|169196;2026-05-22\|5.17\|1.37\|5.16\|5.22\|5.05\|138392;2026-05-25\|5.17\|0.00\|5.39\|5.43\|5.13\|260559;2026-05-26\|5.09\|-1.55\|5.14\|5.25\|5.01\|211059;2026-05-27\|5.01\|-1.57\|5.05\|5.09\|4.90\|196260;2026-05-28\|5.02\|0.20\|5.00\|5.15\|4.96\|179522;2026-05-29\|5.05\|0.60\|5.04\|5.16\|5.00\|200366;2026-06-01\|5.56\|10.10\|5.06\|5.56\|5.01\|440834;2026-06-02\|6.12\|10.07\|6.11\|6.12\|6.03\|250361;2026-06-03\|6.73\|9.97\|6.73\|6.73\|6.28\|966487;2026-06-04\|7.40\|9.96\|7.40\|7.40\|7.40\|264789;2026-06-05\|8.14\|10.00\|7.40\|8.14\|7.35\|2130824;2026-06-08\|8.95\|9.95\|8.23\|8.95\|8.23\|2156383;2026-06-09\|8.06\|-9.94\|8.06\|8.58\|8.06\|1747374;2026-06-10\|7.65\|-5.09\|7.80\|8.68\|7.58\|1911811;2026-06-11\|8.05\|5.23\|7.80\|8.42\|7.80\|2001902;2026-06-12\|7.25\|-9.94\|7.25\|7.45\|7.25\|941339;2026-06-15\|6.53\|-9.93\|6.60\|6.73\|6.53\|325073;2026-06-16\|6.62\|1.38\|6.29\|6.85\|6.14\|1722518;2026-06-17\|6.22\|-6.04\|6.52\|6.53\|6.16\|1295371;2026-06-18\|6.01\|-3.38\|6.14\|6.30\|5.97\|890032;2026-06-22\|6.28\|4.49\|6.00\|6.32\|5.97\|973758;2026-06-23\|6.23\|-0.80\|6.18\|6.64\|6.18\|968010;2026-06-24\|5.71\|-8.35\|6.23\|6.23\|5.61\|1016281;2026-06-25\|5.66\|-0.88\|5.58\|5.87\|5.50\|747189;2026-06-26\|5.49\|-3.00\|5.67\|5.73\|5.39\|545892;2026-06-29\|5.57\|1.46\|5.50\|5.60\|5.40\|426092;2026-06-30\|5.29\|-5.03\|5.50\|5.52\|5.24\|498257;2026-07-01\|5.43\|2.65\|5.26\|5.49\|5.24\|416493;2026-07-02\|5.33\|-1.84\|5.38\|5.79\|5.31\|572805;2026-07-03\|5.34\|0.19\|5.33\|5.44\|5.29\|357286;2026-07-06\|5.35\|0.19\|5.29\|5.48\|5.27\|477551;2026-07-07\|5.03\|-5.98\|5.28\|5.32\|4.99\|484437;2026-07-08\|4.82\|-4.17\|5.02\|5.06\|4.78\|453835;2026-07-09\|4.76\|-1.24\|4.74\|4.92\|4.69\|419849;2026-07-10\|4.91\|3.15\|4.68\|5.05\|4.60\|527121;2026-07-13\|4.65\|-5.30\|4.91\|5.01\|4.62\|401854;2026-07-14\|5.12\|10.11\|4.66\|5.12\|4.66\|378338;2026-07-15\|5.63\|9.96\|5.18\|5.63\|5.05\|696415;2026-07-16\|5.25\|-6.75\|5.63\|6.06\|5.22\|1401384;2026-07-17\|4.80\|-8.57\|5.08\|5.38\|4.74\|1045647;2026-07-20\|5.28\|10.00\|4.72\|5.28\|4.70\|471174;2026-07-21\|5.18\|-1.89\|5.45\|5.55\|4.80\|1223324;2026-07-22\|5.70\|10.04\|5.15\|5.70\|5.01\|1484424;2026-07-23\|5.94\|4.21\|5.70\|6.19\|5.70\|1620424;2026-07-24\|5.35\|-9.93\|5.76\|5.90\|5.35\|1214181;2026-07-27\|5.58\|4.30\|5.25\|5.68\|5.12\|1106241;2026-07-28\|5.72\|2.51\|5.44\|5.90\|5.36\|1093678;2026-07-29\|5.64\|-1.40\|5.56\|5.80\|5.40\|972265;2026-07-30\|5.75\|1.95\|5.60\|6.20\|5.60\|1359498;2026-07-31\|5.57\|-3.13\|5.18\|5.62\|5.18\|1015772;2026-08-03\|5.55\|-0.36\|5.46\|5.63\|5.33\|681311;2026-08-04\|5.70\|2.70\|5.59\|5.73\|5.49\|694831;2026-08-05\|5.83\|2.28\|5.69\|5.86\|5.61\|681850;2026-08-06\|6.41\|9.95\|5.83\|6.41\|5.81\|1026608;2026-08-07\|6.46\|0.78\|6.60\|6.66\|6.12\|1489004;2026-08-10\|6.68\|3.41\|6.28\|6.81\|6.28\|1379505;2026-08-11\|6.70\|0.30\|7.00\|7.35\|6.70\|1737642;2026-08-12\|6.71\|0.15\|6.39\|6.87\|6.39\|1266634;2026-08-13\|6.53\|-2.68\|6.50\|6.71\|6.30\|1073266;2026-08-14\|6.32\|-3.22\|6.50\|6.63\|6.17\|1010750;2026-08-17\|6.30\|-0.32\|6.20\|6.35\|6.12\|825573;2026-08-18\|6.20\|-1.59\|6.29\|6.59\|6.13\|1104407;2026-08-19\|6.82\|10.00\|6.42\|6.82\|6.33\|1243767;2026-08-20\|7.11\|4.25\|6.50\|7.43\|6.48\|1849921;2026-08-21\|6.64\|-6.61\|6.89\|6.97\|6.40\|1306315;2026-08-24\|7.30\|9.94\|6.60\|7.30\|6.60\|1482158;2026-08-25\|7.11\|-2.60\|7.23\|7.55\|6.98\|1755511;2026-08-26\|7.00\|-1.55\|6.85\|7.22\|6.82\|1321262;2026-08-27\|7.11\|1.57\|6.87\|7.18\|6.82\|1077453;2026-08-28\|7.14\|0.42\|7.26\|7.46\|7.06\|1285375;2026-08-31\|7.65\|7.14\|7.30\|7.85\|7.08\|1750684;2026-09-01\|7.50\|-1.96\|7.40\|8.18\|7.40\|1797322;2026-09-02\|7.17\|-4.40\|7.90\|8.08\|7.01\|1560387;2026-09-03\|7.03\|-1.95\|6.85\|7.43\|6.72\|1371029;2026-09-04\|6.53\|-7.11\|6.80\|6.80\|6.33\|1214166;2026-09-07\|6.59\|0.92\|6.35\|6.62\|6.35\|741448;2026-09-08\|6.80\|3.19\|6.61\|6.85\|6.51\|894271;2026-09-09\|7.48\|10.00\|6.78\|7.48\|6.70\|1495089;2026-09-10\|7.78\|4.01\|7.92\|8.23\|7.67\|2253491;2026-09-11\|7.17\|-7.84\|7.86\|7.93\|7.10\|1543567;2026-09-14\|6.93\|-3.35\|7.10\|7.21\|6.91\|855444;2026-09-15\|6.69\|-3.46\|7.03\|7.28\|6.66\|1452020;2026-09-16\|6.71\|0.30\|6.64\|6.74\|6.52\|955579;2026-09-17\|7.00\|4.32\|6.70\|7.16\|6.50\|1350939
112843	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061;2026-07-13\|11.66\|-7.61\|12.60\|12.70\|11.58\|430909;2026-07-14\|11.90\|2.06\|11.78\|11.90\|11.42\|335916;2026-07-15\|11.59\|-2.60\|11.88\|12.00\|11.41\|306611;2026-07-16\|11.00\|-5.09\|11.50\|11.54\|10.94\|334519;2026-07-17\|10.39\|-5.55\|11.01\|11.06\|10.30\|346522;2026-07-20\|10.20\|-1.83\|10.52\|10.65\|10.02\|350460;2026-07-21\|10.73\|5.20\|10.27\|10.73\|10.02\|364266;2026-07-22\|10.37\|-1.89\|10.44\|10.65\|10.27\|249918;2026-07-23\|10.67\|2.89\|10.37\|10.69\|10.35\|201503;2026-07-24\|10.41\|-2.44\|10.55\|10.61\|10.37\|173175;2026-07-27\|10.85\|4.23\|10.43\|10.92\|10.43\|212339;2026-07-28\|10.85\|0.00\|10.68\|10.95\|10.62\|189443;2026-07-29\|11.18\|3.04\|10.86\|11.34\|10.74\|267753;2026-07-30\|11.13\|-0.45\|11.14\|11.28\|10.91\|199915;2026-07-31\|11.15\|0.18\|11.30\|11.50\|11.09\|285765;2026-08-03\|11.28\|1.17\|11.15\|11.34\|11.10\|146624;2026-08-04\|11.44\|1.42\|11.28\|11.50\|11.24\|161590;2026-08-05\|11.73\|2.54\|11.41\|11.88\|11.39\|213573;2026-08-06\|11.55\|-1.53\|11.76\|11.76\|11.44\|173844;2026-08-07\|11.58\|0.26\|11.53\|11.59\|11.37\|140069;2026-08-10\|11.67\|0.78\|11.58\|11.70\|11.40\|133455;2026-08-11\|11.51\|-1.37\|11.60\|11.72\|11.48\|136881;2026-08-12\|11.57\|0.52\|11.46\|11.65\|11.44\|117623;2026-08-13\|11.36\|-1.81\|11.62\|12.09\|11.36\|177192;2026-08-14\|11.62\|2.29\|11.39\|11.78\|11.39\|171273;2026-08-17\|11.77\|1.29\|11.62\|11.81\|11.56\|158563;2026-08-18\|11.63\|-1.19\|11.72\|11.79\|11.49\|135450;2026-08-19\|11.15\|-4.13\|11.50\|11.54\|11.08\|230931;2026-08-20\|11.66\|4.57\|11.59\|11.79\|11.49\|277571;2026-08-21\|11.54\|-1.03\|11.56\|11.67\|11.40\|168469;2026-08-24\|11.72\|1.56\|11.60\|11.89\|11.55\|216487;2026-08-25\|11.55\|-1.45\|11.61\|11.65\|11.32\|189053;2026-08-26\|11.60\|0.43\|11.55\|11.72\|11.51\|133155;2026-08-27\|11.89\|2.50\|11.58\|12.01\|11.56\|176736;2026-08-28\|11.78\|-0.93\|11.85\|11.92\|11.75\|120091;2026-08-31\|11.87\|0.76\|11.68\|11.87\|11.62\|122171;2026-09-01\|11.78\|-0.76\|11.79\|11.91\|11.68\|140874;2026-09-02\|11.49\|-2.46\|11.68\|11.73\|11.43\|132677;2026-09-03\|11.57\|0.70\|11.53\|11.61\|11.45\|97382;2026-09-04\|11.51\|-0.52\|11.60\|11.77\|11.45\|123724;2026-09-07\|11.61\|0.87\|11.52\|11.63\|11.43\|103586;2026-09-08\|11.75\|1.21\|11.61\|11.75\|11.53\|119640;2026-09-09\|11.93\|1.53\|11.71\|11.94\|11.71\|164420;2026-09-10\|11.62\|-2.60\|11.85\|11.87\|11.53\|177324;2026-09-11\|11.53\|-0.77\|11.54\|11.60\|11.33\|129950;2026-09-14\|11.56\|0.26\|11.45\|11.68\|11.40\|95817;2026-09-15\|11.62\|0.52\|11.56\|11.75\|11.46\|115145;2026-09-16\|11.74\|1.03\|11.60\|11.79\|11.52\|128787;2026-09-17\|11.33\|-3.49\|11.63\|11.76\|11.26\|302727
112842	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344;2026-07-27\|98.88\|9.24\|90.23\|99.95\|87.80\|111928;2026-07-28\|91.17\|-7.80\|95.01\|97.21\|90.00\|100494;2026-07-29\|88.55\|-2.87\|91.19\|92.52\|84.00\|105962;2026-07-30\|79.43\|-10.30\|88.01\|88.90\|76.88\|107529;2026-07-31\|86.22\|8.55\|89.76\|92.80\|86.14\|119634;2026-08-03\|81.81\|-5.11\|85.01\|87.88\|80.68\|84985;2026-08-04\|92.80\|13.43\|83.11\|92.80\|80.91\|98966;2026-08-05\|98.01\|5.61\|89.78\|101.00\|88.37\|177548;2026-08-06\|108.30\|10.50\|91.34\|109.24\|91.34\|216371;2026-08-07\|119.63\|10.46\|105.50\|129.00\|101.31\|263118;2026-08-10\|113.60\|-5.04\|118.88\|119.30\|108.70\|183886;2026-08-11\|111.10\|-2.20\|109.00\|118.26\|108.50\|142523;2026-08-12\|113.66\|2.30\|110.07\|116.66\|108.33\|117812;2026-08-13\|109.80\|-3.40\|115.80\|118.88\|109.50\|138307;2026-08-14\|115.12\|4.85\|110.16\|116.88\|109.01\|134280;2026-08-17\|123.19\|7.01\|116.73\|123.68\|114.87\|145512;2026-08-18\|130.00\|5.53\|124.01\|138.87\|124.01\|211468;2026-08-19\|110.36\|-15.11\|126.14\|126.70\|109.30\|193890;2026-08-20\|112.62\|2.05\|112.51\|116.95\|108.01\|134869;2026-08-21\|110.15\|-2.19\|112.31\|116.56\|108.20\|108646;2026-08-24\|102.51\|-6.94\|112.22\|112.34\|98.66\|116203;2026-08-25\|101.22\|-1.26\|99.94\|103.50\|95.60\|94010;2026-08-26\|99.43\|-1.77\|102.23\|102.77\|95.55\|84888;2026-08-27\|106.84\|7.45\|101.81\|108.30\|99.36\|126277;2026-08-28\|104.19\|-2.48\|106.01\|107.99\|103.83\|89444;2026-08-31\|105.41\|1.17\|100.49\|106.56\|99.80\|72094;2026-09-01\|98.74\|-6.33\|106.30\|106.66\|98.00\|94016;2026-09-02\|96.00\|-2.77\|96.80\|98.41\|95.00\|63768;2026-09-03\|95.66\|-0.35\|97.01\|98.50\|94.20\|61162;2026-09-04\|91.17\|-4.69\|97.01\|98.71\|90.38\|82110;2026-09-07\|97.33\|6.76\|91.50\|97.85\|90.86\|98536;2026-09-08\|94.50\|-2.91\|96.66\|97.89\|93.81\|68120;2026-09-09\|92.80\|-1.80\|96.01\|97.29\|91.82\|65243;2026-09-10\|92.10\|-0.75\|91.62\|94.68\|90.80\|50166;2026-09-11\|90.52\|-1.72\|90.85\|91.50\|86.40\|60974;2026-09-14\|91.11\|0.65\|89.26\|92.09\|86.37\|53186;2026-09-15\|93.77\|2.92\|90.58\|97.45\|90.32\|86890;2026-09-16\|100.45\|7.12\|94.01\|100.92\|92.10\|117247;2026-09-17\|95.75\|-4.68\|100.01\|100.01\|95.35\|101883
112841	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710;2026-09-15\|18.91\|0.96\|18.30\|19.56\|18.30\|2469253;2026-09-16\|20.23\|6.98\|18.78\|20.80\|18.77\|3552884;2026-09-17\|20.57\|1.68\|19.88\|20.89\|19.87\|3198977
112840	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189;2026-09-14\|61.57\|1.17\|60.57\|62.22\|58.82\|37746;2026-09-15\|61.61\|0.07\|61.36\|62.91\|60.51\|34643;2026-09-16\|63.55\|3.15\|61.91\|64.22\|61.22\|54178;2026-09-17\|63.17\|-0.60\|63.38\|64.50\|62.74\|39077
112839	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-05-14\|51.55\|-2.11\|52.67\|53.75\|51.11\|462559;2026-05-15\|51.61\|0.12\|52.66\|54.48\|50.00\|559212;2026-05-18\|50.15\|-2.83\|51.21\|52.29\|49.61\|415288;2026-05-19\|55.17\|10.01\|50.48\|55.17\|49.58\|645025;2026-05-20\|55.78\|1.11\|55.89\|57.77\|55.00\|746857;2026-05-21\|51.26\|-8.10\|55.77\|56.92\|51.18\|731692;2026-05-22\|52.23\|1.89\|51.26\|52.58\|50.68\|486905;2026-05-25\|54.16\|3.70\|52.00\|54.44\|50.51\|544111;2026-05-26\|52.80\|-2.51\|53.80\|54.45\|51.61\|427535;2026-05-27\|56.50\|7.01\|53.26\|57.36\|52.64\|791588;2026-05-28\|59.09\|4.58\|55.50\|59.98\|54.71\|934973;2026-05-29\|55.38\|-6.28\|59.10\|61.10\|54.00\|805172;2026-06-01\|56.10\|1.30\|55.32\|59.00\|52.35\|724644;2026-06-02\|53.84\|-4.03\|55.69\|56.18\|53.58\|517504;2026-06-03\|58.09\|7.89\|54.91\|59.22\|54.91\|802814;2026-06-04\|63.90\|10.00\|57.96\|63.90\|56.56\|970866;2026-06-05\|66.77\|4.49\|64.89\|68.37\|63.13\|1023489;2026-06-08\|64.70\|-3.10\|62.99\|69.14\|62.99\|819524;2026-06-09\|71.17\|10.00\|66.50\|71.17\|64.15\|668106;2026-06-10\|73.50\|3.27\|74.00\|75.69\|70.20\|1064859;2026-06-11\|71.17\|-3.17\|72.50\|74.76\|68.80\|973033;2026-06-12\|66.10\|-7.12\|73.91\|77.58\|65.83\|1056852;2026-06-15\|68.05\|2.95\|67.35\|69.75\|63.03\|911188;2026-06-16\|68.15\|0.15\|69.50\|71.51\|67.79\|875639;2026-06-17\|70.95\|4.11\|67.76\|71.59\|65.58\|972400;2026-06-18\|70.20\|-1.06\|69.69\|73.94\|69.69\|838852;2026-06-22\|68.71\|-2.12\|71.60\|72.00\|64.94\|975959;2026-06-23\|66.50\|-3.22\|68.00\|69.88\|65.33\|700843;2026-06-24\|67.20\|1.05\|65.99\|68.00\|63.84\|729651;2026-06-25\|70.50\|4.91\|68.10\|70.50\|65.50\|1029033;2026-06-26\|75.37\|6.91\|71.05\|76.50\|68.83\|1329965;2026-06-29\|78.89\|4.67\|77.00\|79.89\|70.00\|1317851;2026-06-30\|77.60\|-1.64\|77.00\|78.98\|73.86\|901997;2026-07-01\|79.84\|2.89\|77.61\|83.29\|76.45\|1020422;2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|57.40\|-5.99\|60.00\|62.56\|57.11\|526582;2026-07-14\|58.88\|2.58\|57.50\|59.88\|55.35\|553017;2026-07-15\|52.99\|-10.00\|60.00\|60.44\|52.99\|589925;2026-07-16\|48.88\|-7.49\|51.48\|52.96\|48.36\|586862;2026-07-17\|45.50\|-6.91\|49.75\|49.75\|45.30\|569850;2026-07-20\|40.95\|-10.00\|46.61\|46.68\|40.95\|494065;2026-07-21\|43.83\|7.03\|40.98\|44.04\|36.86\|758462;2026-07-22\|43.28\|-1.25\|42.83\|45.58\|42.50\|593159;2026-07-23\|42.89\|-0.90\|44.00\|44.17\|41.80\|414834;2026-07-24\|41.75\|-2.66\|42.76\|43.41\|41.21\|360910;2026-07-27\|43.31\|3.74\|41.81\|43.38\|40.00\|376634;2026-07-28\|40.15\|-7.30\|42.78\|43.77\|39.77\|372793;2026-07-29\|39.41\|-1.84\|40.08\|40.51\|37.38\|438087;2026-07-30\|35.68\|-9.46\|39.56\|39.78\|35.60\|492940;2026-07-31\|37.10\|3.98\|38.32\|39.25\|37.08\|553679;2026-08-03\|35.86\|-3.34\|37.00\|37.40\|35.74\|404438;2026-08-04\|38.30\|6.80\|36.50\|38.63\|35.83\|412190;2026-08-05\|41.64\|8.72\|38.28\|42.13\|38.18\|557016;2026-08-06\|43.48\|4.42\|40.83\|43.90\|40.83\|530774;2026-08-07\|44.88\|3.22\|43.38\|45.00\|42.68\|436070;2026-08-10\|44.24\|-1.43\|45.00\|45.40\|43.10\|378732;2026-08-11\|43.81\|-0.97\|43.85\|44.93\|43.34\|332162;2026-08-12\|45.51\|3.88\|44.24\|45.90\|43.60\|394104;2026-08-13\|44.05\|-3.21\|46.42\|46.46\|43.95\|380471;2026-08-14\|44.85\|1.82\|44.88\|45.30\|43.85\|289711;2026-08-17\|46.59\|3.88\|44.88\|46.59\|44.65\|374012;2026-08-18\|49.62\|6.50\|47.00\|51.25\|47.00\|975703;2026-08-19\|45.01\|-9.29\|48.14\|49.35\|44.70\|838602;2026-08-20\|43.85\|-2.58\|46.00\|46.55\|43.50\|482308;2026-08-21\|44.10\|0.57\|43.44\|45.09\|43.40\|376932;2026-08-24\|44.47\|0.84\|44.53\|45.20\|42.69\|434596;2026-08-25\|43.22\|-2.81\|43.01\|43.89\|41.52\|414724;2026-08-26\|42.44\|-1.80\|43.20\|43.50\|41.90\|281592;2026-08-27\|44.58\|5.04\|43.50\|44.75\|42.30\|464777;2026-08-28\|43.23\|-3.03\|44.20\|45.05\|43.17\|345580;2026-08-31\|43.73\|1.16\|41.95\|43.93\|41.72\|329390;2026-09-01\|42.11\|-3.70\|43.99\|44.18\|42.10\|274656;2026-09-02\|41.75\|-0.85\|41.56\|42.09\|40.93\|208841;2026-09-03\|41.41\|-0.81\|42.19\|42.35\|40.92\|187273;2026-09-04\|40.15\|-3.04\|41.64\|42.26\|39.70\|237915;2026-09-07\|42.79\|6.58\|40.95\|43.30\|40.31\|375206;2026-09-08\|41.91\|-2.06\|42.79\|42.91\|41.60\|236426;2026-09-09\|42.13\|0.52\|42.10\|42.79\|41.90\|195462;2026-09-10\|41.34\|-1.88\|41.75\|42.18\|41.28\|147356;2026-09-11\|40.60\|-1.79\|40.77\|40.96\|39.30\|201667;2026-09-14\|40.50\|-0.25\|40.03\|40.99\|39.60\|131377;2026-09-15\|40.79\|0.72\|40.00\|41.60\|39.89\|175657;2026-09-16\|44.87\|10.00\|40.76\|44.87\|40.51\|497330;2026-09-17\|45.27\|0.89\|45.65\|46.31\|44.81\|605050
112838	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体存储+锂矿审批行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年3月11日公告，公司拟以简易程序定增募资不超1.085亿元，用于嵌入式存储器研发及产业化项目，推进eMMC、UFS等大容量产品量产；据2026年3月24日投资者关系活动记录表，2026年将加快LPDDR5量产并拓展AI、数据中心等高端市场。 2、据2026年3月24日及5月15日互动易，桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批权限上收至自然资源部。 3、据2026年3月6日年报及3月24日投资者关系活动记录表，公司半导体存储业务2025年营收10.98亿元，同比增长25.20%，DDR4/LPDDR4X/LPDDR5已通过主流平台AVL认证，产品广泛应用于消费电子、车载、工业控制等领域。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702;2026-07-27\|27.57\|2.38\|26.80\|27.80\|26.32\|160246;2026-07-28\|26.89\|-2.47\|27.00\|28.13\|26.71\|137253;2026-07-29\|26.75\|-0.52\|27.36\|27.36\|25.70\|129395;2026-07-30\|25.57\|-4.41\|26.29\|27.90\|25.05\|161551;2026-07-31\|25.80\|0.90\|27.20\|27.50\|25.80\|173190;2026-08-03\|24.96\|-3.26\|25.31\|25.72\|24.80\|107743;2026-08-04\|26.24\|5.13\|25.46\|26.40\|25.16\|133276;2026-08-05\|28.86\|9.98\|26.24\|28.86\|26.17\|206074;2026-08-06\|29.32\|1.59\|28.74\|29.88\|28.30\|263598;2026-08-07\|30.17\|2.90\|29.32\|30.26\|28.79\|196491;2026-08-10\|30.04\|-0.43\|30.17\|30.34\|29.39\|115176;2026-08-11\|29.67\|-1.23\|30.02\|30.28\|29.60\|94155;2026-08-12\|30.25\|1.95\|29.93\|30.44\|29.42\|92604;2026-08-13\|29.50\|-2.48\|30.88\|31.00\|29.50\|114963;2026-08-14\|30.07\|1.93\|30.12\|30.30\|29.28\|96157;2026-08-17\|30.93\|2.86\|30.35\|30.93\|30.00\|104869;2026-08-18\|31.03\|0.32\|30.96\|31.66\|30.51\|126845;2026-08-19\|28.80\|-7.19\|29.80\|30.48\|28.61\|117080;2026-08-20\|29.40\|2.08\|29.08\|31.33\|28.80\|134471;2026-08-21\|29.89\|1.67\|29.21\|29.96\|28.90\|117101;2026-08-24\|31.51\|5.42\|30.15\|31.83\|29.41\|233503;2026-08-25\|32.63\|3.55\|30.40\|33.28\|29.65\|233683;2026-08-26\|31.18\|-4.44\|32.63\|32.63\|30.80\|183303;2026-08-27\|31.09\|-0.29\|31.10\|31.62\|30.65\|164145;2026-08-28\|30.33\|-2.44\|30.82\|31.88\|30.25\|151230;2026-08-31\|30.55\|0.73\|29.60\|30.98\|29.51\|103952;2026-09-01\|29.39\|-3.80\|30.39\|30.52\|29.39\|85928;2026-09-02\|29.08\|-1.05\|28.95\|29.35\|28.65\|58828;2026-09-03\|28.70\|-1.31\|29.37\|29.46\|28.48\|67797;2026-09-04\|27.87\|-2.89\|28.91\|29.27\|27.58\|92958;2026-09-07\|28.15\|1.00\|28.33\|28.54\|28.02\|80917;2026-09-08\|27.97\|-0.64\|28.16\|28.50\|27.66\|75255;2026-09-09\|27.66\|-1.11\|28.09\|28.39\|27.45\|65487;2026-09-10\|27.50\|-0.58\|27.50\|28.00\|27.31\|55761;2026-09-11\|26.69\|-2.95\|26.97\|27.09\|26.04\|89274;2026-09-14\|26.81\|0.45\|26.48\|26.97\|26.01\|51146;2026-09-15\|29.49\|10.00\|26.76\|29.49\|26.53\|174715;2026-09-16\|29.58\|0.31\|29.72\|29.95\|28.68\|261750;2026-09-17\|28.47\|-3.75\|29.30\|29.47\|28.40\|166021
112837	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	氢能源+芯长征入主+一季报扭亏 1、据2026年7月1日公告，公司拟转让参股公司启盘科技5.5%股权，转让价格不低于2200万元，预计将在2026年度产生不低于1650万元利润，对公司财务状况产生积极影响。 2、据2026年4月3日公告，芯长征已完成受让公司24.73%股份成为控股股东，朱阳军成为实控人。据2025年年报，公司未来将与控股股东共享半导体行业市场资源，以半导体污水处理为切入点，探索以半导体企业为代表的工业服务。 3、据2026年4月30日一季报，公司一季度归母净利润1724.61万元，同比增长459.36%，主要系持续落实降本增效措施，业务盈利改善且期间费用显著下降。	公司控股股东变更为芯长征，其核心业务包括硅基芯片及模组系列、第三代半导体芯片及模组系列（SiC、GaN）及功率器件检测装备	2026-05-14\|13.65\|9.99\|12.44\|13.65\|12.10\|272160;2026-05-15\|13.81\|1.17\|13.66\|14.20\|13.17\|343877;2026-05-18\|14.58\|5.58\|13.51\|15.05\|13.48\|308324;2026-05-19\|14.15\|-2.95\|14.44\|14.44\|13.74\|211810;2026-05-20\|13.89\|-1.84\|13.70\|14.44\|13.17\|185070;2026-05-21\|13.06\|-5.98\|13.75\|14.12\|12.93\|186445;2026-05-22\|12.76\|-2.30\|13.05\|13.45\|12.55\|150340;2026-05-25\|12.33\|-3.37\|12.85\|12.91\|11.88\|162857;2026-05-26\|11.80\|-4.30\|12.22\|12.22\|11.60\|116617;2026-05-27\|11.39\|-3.47\|11.74\|11.79\|11.30\|81842;2026-05-28\|11.59\|1.76\|11.43\|11.64\|11.24\|62316;2026-05-29\|10.97\|-5.35\|11.72\|11.73\|10.89\|102641;2026-06-01\|11.56\|5.38\|10.83\|11.73\|10.81\|89341;2026-06-02\|11.29\|-2.34\|11.66\|11.66\|11.22\|51446;2026-06-03\|11.20\|-0.80\|11.29\|11.34\|11.11\|44289;2026-06-04\|12.32\|10.00\|11.19\|12.32\|11.19\|136366;2026-06-05\|12.36\|0.32\|12.26\|12.78\|12.17\|151045;2026-06-08\|11.97\|-3.16\|12.34\|12.44\|11.82\|83240;2026-06-09\|11.95\|-0.17\|12.08\|12.42\|11.84\|75948;2026-06-10\|11.68\|-2.26\|11.94\|12.02\|11.59\|60970;2026-06-11\|11.63\|-0.43\|11.65\|11.75\|11.40\|51036;2026-06-12\|11.60\|-0.26\|11.71\|11.95\|11.33\|65779;2026-06-15\|12.16\|4.83\|11.63\|12.57\|11.61\|104838;2026-06-16\|12.27\|0.90\|12.10\|12.37\|11.76\|89616;2026-06-17\|11.73\|-4.40\|12.21\|12.45\|11.68\|83475;2026-06-18\|11.65\|-0.68\|11.74\|11.84\|11.40\|55973;2026-06-22\|11.26\|-3.35\|11.65\|11.65\|11.01\|80164;2026-06-23\|11.36\|0.89\|11.19\|11.66\|11.15\|50021;2026-06-24\|12.01\|5.72\|11.32\|12.32\|10.86\|128284;2026-06-25\|11.67\|-2.83\|11.95\|11.99\|11.49\|72481;2026-06-26\|12.84\|10.03\|11.63\|12.84\|11.61\|157030;2026-06-29\|13.05\|1.64\|13.18\|13.78\|12.86\|279558;2026-06-30\|13.49\|3.37\|13.10\|13.50\|12.78\|167893;2026-07-01\|13.53\|0.30\|13.49\|14.10\|13.25\|182149;2026-07-02\|13.09\|-3.25\|13.29\|13.54\|13.01\|117058;2026-07-03\|14.15\|8.10\|13.08\|14.40\|13.08\|276094;2026-07-06\|15.57\|10.04\|14.85\|15.57\|14.64\|404125;2026-07-07\|15.82\|1.61\|15.59\|16.18\|15.20\|320647;2026-07-08\|15.84\|0.13\|15.90\|16.60\|14.99\|276649;2026-07-09\|16.15\|1.96\|15.93\|16.30\|15.15\|224628;2026-07-10\|15.92\|-1.42\|15.88\|16.50\|15.60\|179835;2026-07-13\|15.24\|-4.27\|15.92\|16.26\|15.10\|166675;2026-07-14\|15.50\|1.71\|15.21\|15.91\|15.00\|161512;2026-07-15\|14.45\|-6.77\|15.17\|15.54\|13.96\|199967;2026-07-16\|14.10\|-2.42\|14.05\|14.64\|14.00\|116664;2026-07-17\|13.74\|-2.55\|14.06\|14.44\|13.58\|151093;2026-07-20\|12.37\|-9.97\|13.88\|13.97\|12.37\|148449;2026-07-21\|12.52\|1.21\|12.37\|12.71\|11.15\|181462;2026-07-22\|12.38\|-1.12\|12.30\|12.83\|12.14\|94397;2026-07-23\|13.03\|5.25\|12.60\|13.08\|11.99\|171814;2026-07-24\|12.85\|-1.38\|12.78\|13.64\|12.59\|211519;2026-07-27\|11.76\|-8.48\|13.40\|13.40\|11.57\|268583;2026-07-28\|11.21\|-4.68\|11.30\|11.94\|11.01\|150789;2026-07-29\|10.96\|-2.23\|11.07\|11.32\|10.78\|134236;2026-07-30\|10.30\|-6.02\|10.79\|11.20\|10.28\|139051;2026-07-31\|10.95\|6.31\|10.70\|11.14\|10.53\|159540;2026-08-03\|11.05\|0.91\|11.08\|11.16\|10.79\|68025;2026-08-04\|11.43\|3.44\|11.09\|11.66\|11.05\|82904;2026-08-05\|12.23\|7.00\|11.43\|12.57\|11.40\|182847;2026-08-06\|12.50\|2.21\|12.37\|12.66\|11.90\|127230;2026-08-07\|12.43\|-0.56\|12.47\|12.65\|12.20\|72533;2026-08-10\|13.08\|5.23\|12.43\|13.19\|12.32\|93583;2026-08-11\|12.68\|-3.06\|12.76\|13.16\|12.51\|78137;2026-08-12\|12.91\|1.81\|12.70\|13.30\|12.70\|73660;2026-08-13\|14.20\|9.99\|12.95\|14.20\|12.95\|162316;2026-08-14\|14.12\|-0.56\|14.16\|14.68\|13.71\|204719;2026-08-17\|14.61\|3.47\|14.12\|14.65\|14.00\|139968;2026-08-18\|14.76\|1.03\|14.45\|14.86\|14.36\|100322;2026-08-19\|13.96\|-5.42\|14.49\|14.72\|13.75\|125251;2026-08-20\|14.55\|4.23\|14.03\|15.07\|13.90\|130410;2026-08-21\|14.19\|-2.47\|14.55\|14.65\|14.16\|97914;2026-08-24\|14.39\|1.41\|14.11\|14.75\|13.48\|173096;2026-08-25\|14.19\|-1.39\|14.29\|14.40\|13.89\|80941;2026-08-26\|14.10\|-0.63\|14.16\|14.44\|13.94\|72539;2026-08-27\|13.98\|-0.85\|14.15\|14.21\|13.84\|71263;2026-08-28\|13.95\|-0.21\|13.97\|14.06\|13.79\|47884;2026-08-31\|14.18\|1.65\|13.82\|14.30\|13.67\|68216;2026-09-01\|14.08\|-0.71\|14.18\|14.18\|13.62\|65321;2026-09-02\|14.01\|-0.50\|13.91\|14.50\|13.81\|60099;2026-09-03\|14.10\|0.64\|14.08\|14.45\|13.99\|56445;2026-09-04\|13.59\|-3.62\|14.23\|14.39\|13.55\|78154;2026-09-07\|14.23\|4.71\|13.61\|14.52\|13.61\|89797;2026-09-08\|14.45\|1.55\|14.28\|14.75\|14.08\|88258;2026-09-09\|15.12\|4.64\|14.45\|15.45\|14.45\|136908;2026-09-10\|14.61\|-3.37\|15.00\|15.21\|14.57\|91054;2026-09-11\|14.21\|-2.74\|14.50\|14.55\|13.75\|101522;2026-09-14\|14.16\|-0.35\|14.16\|14.53\|13.86\|67149;2026-09-15\|13.87\|-2.05\|14.16\|14.45\|13.87\|48927;2026-09-16\|13.99\|0.87\|13.83\|14.14\|13.80\|42698;2026-09-17\|14.06\|0.50\|13.98\|14.12\|13.74\|43967
112836	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	TSV先进封装+分拆上市+车规CIS 行业原因：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26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-05-14\|32.76\|-2.67\|33.83\|34.07\|32.73\|506394;2026-05-15\|32.94\|0.55\|33.00\|34.28\|32.50\|705039;2026-05-18\|33.03\|0.64\|32.40\|33.49\|32.32\|429907;2026-05-19\|33.45\|1.27\|32.60\|33.53\|31.91\|441856;2026-05-20\|36.80\|10.01\|33.33\|36.80\|33.33\|669192;2026-05-21\|36.08\|-1.96\|40.45\|40.45\|36.06\|1876146;2026-05-22\|39.14\|8.48\|36.10\|39.66\|35.43\|1558009;2026-05-25\|43.05\|9.99\|40.19\|43.05\|39.63\|1070733;2026-05-26\|45.10\|4.76\|46.06\|47.33\|42.49\|2025645;2026-05-27\|43.01\|-4.63\|43.11\|46.54\|41.88\|1588987;2026-05-28\|45.60\|6.02\|41.88\|46.36\|40.99\|1445685;2026-05-29\|41.04\|-10.00\|45.03\|45.10\|41.04\|1139620;2026-06-01\|37.73\|-8.07\|40.64\|41.47\|37.61\|1105396;2026-06-02\|38.63\|2.39\|38.25\|39.13\|37.44\|734288;2026-06-03\|40.53\|4.92\|39.00\|42.38\|39.00\|917894;2026-06-04\|44.58\|9.99\|39.78\|44.58\|39.35\|1117390;2026-06-05\|45.80\|2.74\|44.58\|48.50\|44.00\|1359897;2026-06-08\|45.15\|-1.42\|43.27\|47.83\|43.27\|1072496;2026-06-09\|46.79\|3.63\|45.81\|47.05\|43.58\|1010918;2026-06-10\|44.88\|-4.08\|45.99\|48.40\|44.46\|962353;2026-06-11\|44.11\|-1.72\|44.82\|45.50\|43.00\|762119;2026-06-12\|41.02\|-7.01\|45.10\|45.80\|40.94\|873038;2026-06-15\|43.90\|7.02\|41.40\|44.18\|40.98\|644691;2026-06-16\|44.24\|0.77\|43.91\|45.54\|43.70\|597501;2026-06-17\|46.12\|4.25\|43.59\|46.55\|43.50\|717201;2026-06-18\|45.71\|-0.89\|45.60\|47.54\|45.00\|751808;2026-06-22\|46.53\|1.79\|46.37\|46.86\|44.25\|991689;2026-06-23\|47.30\|1.65\|45.69\|49.10\|44.35\|1153912;2026-06-24\|49.63\|4.93\|45.50\|50.50\|45.31\|1388002;2026-06-25\|50.00\|0.75\|50.65\|52.00\|48.65\|1371306;2026-06-26\|52.31\|4.62\|49.16\|52.77\|48.88\|1233461;2026-06-29\|48.97\|-6.38\|53.20\|55.26\|47.08\|1454506;2026-06-30\|53.87\|10.01\|48.98\|53.87\|47.61\|974588;2026-07-01\|52.65\|-2.26\|54.00\|54.95\|51.35\|1169372;2026-07-02\|47.39\|-9.99\|49.49\|50.70\|47.39\|850271;2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.18\|-6.35\|43.00\|44.88\|41.00\|639893;2026-07-14\|40.36\|-1.99\|41.63\|42.15\|38.17\|669184;2026-07-15\|37.00\|-8.33\|41.16\|41.50\|36.68\|614610;2026-07-16\|34.50\|-6.76\|36.00\|37.24\|34.10\|572585;2026-07-17\|31.05\|-10.00\|34.40\|34.49\|31.05\|608960;2026-07-20\|28.23\|-9.08\|31.81\|32.00\|27.95\|669788;2026-07-21\|31.05\|9.99\|28.70\|31.05\|26.37\|681940;2026-07-22\|31.71\|2.13\|31.10\|33.18\|31.10\|818071;2026-07-23\|30.84\|-2.74\|31.98\|32.10\|30.37\|446508;2026-07-24\|30.76\|-0.26\|30.42\|31.58\|30.01\|449499;2026-07-27\|31.22\|1.50\|30.57\|31.30\|29.31\|460493;2026-07-28\|29.94\|-4.10\|30.50\|32.23\|29.60\|454352;2026-07-29\|29.63\|-1.04\|29.64\|29.96\|27.92\|493954;2026-07-30\|27.81\|-6.14\|28.99\|29.56\|27.55\|448634;2026-07-31\|29.04\|4.42\|29.50\|29.98\|28.74\|560769;2026-08-03\|28.24\|-2.75\|28.53\|29.11\|28.08\|358671;2026-08-04\|30.46\|7.86\|28.55\|30.80\|28.19\|504707;2026-08-05\|31.50\|3.41\|30.00\|31.88\|29.99\|542452;2026-08-06\|32.30\|2.54\|30.90\|33.06\|30.76\|641982;2026-08-07\|33.79\|4.61\|32.00\|34.63\|31.50\|673719;2026-08-10\|33.02\|-2.28\|33.95\|33.95\|32.36\|396069;2026-08-11\|32.77\|-0.76\|32.60\|33.39\|32.51\|286236;2026-08-12\|33.35\|1.77\|32.81\|33.69\|32.73\|291978;2026-08-13\|33.10\|-0.75\|33.95\|34.50\|33.09\|389355;2026-08-14\|33.51\|1.24\|33.50\|33.74\|32.88\|274424;2026-08-17\|35.15\|4.89\|33.53\|35.16\|33.46\|409255;2026-08-18\|34.73\|-1.19\|35.12\|35.64\|34.14\|392781;2026-08-19\|31.96\|-7.98\|33.57\|34.20\|31.77\|486592;2026-08-20\|32.90\|2.94\|32.35\|33.69\|31.70\|386304;2026-08-21\|32.75\|-0.46\|32.85\|33.36\|32.18\|237241;2026-08-24\|31.65\|-3.36\|32.71\|32.81\|30.76\|315100;2026-08-25\|30.33\|-4.17\|30.00\|30.87\|28.98\|477088;2026-08-26\|29.98\|-1.15\|30.25\|30.56\|29.41\|324396;2026-08-27\|30.83\|2.84\|30.23\|31.24\|30.00\|311243;2026-08-28\|30.20\|-2.04\|30.75\|31.36\|30.12\|270558;2026-08-31\|30.92\|2.38\|29.69\|31.05\|29.60\|227765;2026-09-01\|30.06\|-2.78\|30.96\|30.96\|29.93\|217470;2026-09-02\|29.47\|-1.96\|29.71\|29.80\|29.16\|197166;2026-09-03\|29.45\|-0.07\|29.78\|29.89\|28.96\|237433;2026-09-04\|28.90\|-1.87\|29.70\|30.06\|28.70\|264019;2026-09-07\|29.15\|0.87\|29.26\|29.45\|28.60\|237933;2026-09-08\|28.97\|-0.62\|29.29\|29.76\|28.72\|237359;2026-09-09\|30.25\|4.42\|29.31\|30.98\|29.31\|570395;2026-09-10\|29.40\|-2.81\|29.88\|30.19\|29.35\|319461;2026-09-11\|28.75\|-2.21\|28.73\|29.00\|27.88\|300394;2026-09-14\|28.79\|0.14\|28.28\|29.06\|28.05\|178843;2026-09-15\|29.03\|0.83\|28.53\|29.55\|28.47\|209863;2026-09-16\|30.15\|3.86\|29.10\|30.22\|28.83\|285552;2026-09-17\|29.77\|-1.26\|29.90\|30.48\|29.67\|233512
112835	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076;2026-07-20\|482.89\|-10.00\|482.89\|500.00\|482.89\|177602;2026-07-21\|508.00\|5.20\|450.01\|530.00\|434.60\|406326;2026-07-22\|457.20\|-10.00\|480.00\|485.96\|457.20\|256480;2026-07-23\|435.00\|-4.86\|444.00\|468.68\|431.47\|261887;2026-07-24\|399.89\|-8.07\|431.28\|432.00\|398.05\|252081;2026-07-27\|401.60\|0.43\|399.89\|405.58\|378.00\|215021;2026-07-28\|361.44\|-10.00\|381.53\|401.50\|361.44\|192939;2026-07-29\|354.58\|-1.90\|361.00\|363.00\|334.00\|247036;2026-07-30\|390.04\|10.00\|359.33\|390.04\|352.00\|306387;2026-07-31\|385.90\|-1.06\|429.04\|429.04\|385.04\|422580;2026-08-03\|349.00\|-9.56\|373.94\|376.61\|348.96\|272145;2026-08-04\|364.18\|4.35\|352.03\|369.31\|347.00\|247688;2026-08-05\|386.24\|6.06\|363.00\|393.39\|360.00\|274501;2026-08-06\|388.25\|0.52\|371.34\|397.51\|367.00\|227112;2026-08-07\|404.16\|4.10\|388.32\|412.25\|388.00\|249973;2026-08-10\|400.80\|-0.83\|408.00\|415.00\|390.00\|195807;2026-08-11\|400.99\|0.05\|397.50\|414.00\|395.02\|180555;2026-08-12\|407.58\|1.64\|404.01\|413.72\|395.11\|166227;2026-08-13\|396.53\|-2.71\|416.88\|424.66\|396.00\|192819;2026-08-14\|406.19\|2.44\|410.02\|415.09\|399.00\|140694;2026-08-17\|435.40\|7.19\|410.02\|443.60\|406.60\|210540;2026-08-18\|437.33\|0.44\|440.00\|450.65\|428.96\|201430;2026-08-19\|393.80\|-9.95\|415.40\|419.85\|393.60\|193453;2026-08-20\|398.10\|1.09\|400.01\|403.92\|390.01\|101615;2026-08-21\|415.12\|4.28\|398.10\|423.00\|393.00\|152184;2026-08-24\|400.36\|-3.56\|413.33\|415.00\|386.16\|137310;2026-08-25\|397.03\|-0.83\|390.00\|406.85\|386.15\|105314;2026-08-26\|390.69\|-1.60\|398.19\|401.98\|389.24\|86405;2026-08-27\|429.76\|10.00\|395.19\|429.76\|392.33\|209854;2026-08-28\|429.03\|-0.17\|437.50\|448.25\|429.01\|191818;2026-08-31\|436.50\|1.74\|422.31\|442.32\|420.50\|133741;2026-09-01\|418.04\|-4.23\|436.65\|439.18\|416.88\|104139;2026-09-02\|412.93\|-1.22\|408.51\|420.80\|408.50\|77505;2026-09-03\|405.06\|-1.91\|417.00\|417.70\|401.68\|88098;2026-09-04\|391.30\|-3.40\|409.03\|413.00\|388.00\|102111;2026-09-07\|403.98\|3.24\|401.12\|407.80\|398.50\|106160;2026-09-08\|416.82\|3.18\|404.06\|431.00\|401.03\|156467;2026-09-09\|409.66\|-1.72\|421.04\|425.00\|407.22\|95117;2026-09-10\|418.22\|2.09\|408.03\|426.90\|407.00\|123295;2026-09-11\|402.73\|-3.70\|405.00\|407.61\|391.33\|137822;2026-09-14\|387.90\|-3.68\|393.00\|395.70\|387.01\|89047;2026-09-15\|385.98\|-0.49\|385.04\|393.88\|381.00\|86724;2026-09-16\|401.00\|3.89\|383.55\|402.33\|382.01\|114327;2026-09-17\|396.93\|-1.01\|397.25\|410.58\|396.08\|90468
112834	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|20.65\|-4.22\|21.20\|21.80\|20.30\|160544;2026-07-23\|20.57\|-0.39\|20.79\|21.30\|20.00\|145205;2026-07-24\|21.24\|3.26\|20.23\|21.75\|19.86\|158258;2026-07-27\|21.77\|2.50\|20.94\|21.87\|20.88\|151193;2026-07-28\|20.26\|-6.94\|21.63\|21.93\|20.00\|151143;2026-07-29\|19.25\|-4.99\|20.11\|20.36\|18.25\|220693;2026-07-30\|17.94\|-6.81\|19.01\|19.38\|17.33\|212696;2026-07-31\|19.47\|8.53\|19.38\|19.73\|19.30\|288709;2026-08-03\|18.15\|-6.78\|19.91\|20.35\|18.01\|275722;2026-08-04\|19.68\|8.43\|18.46\|19.97\|18.01\|232647;2026-08-05\|20.83\|5.84\|19.56\|21.26\|19.40\|206804;2026-08-06\|21.24\|1.97\|20.68\|21.33\|20.16\|175516;2026-08-07\|21.69\|2.12\|21.78\|21.99\|21.04\|165813;2026-08-10\|21.34\|-1.61\|21.71\|22.16\|21.07\|122557;2026-08-11\|21.36\|0.09\|21.17\|21.69\|20.50\|126473;2026-08-12\|22.25\|4.17\|21.36\|22.35\|21.00\|117214;2026-08-13\|21.39\|-3.87\|22.25\|22.68\|21.35\|127516;2026-08-14\|21.45\|0.28\|21.50\|21.76\|20.96\|100364;2026-08-17\|23.60\|10.02\|21.70\|23.60\|21.40\|157533;2026-08-18\|22.93\|-2.84\|23.60\|23.90\|22.59\|183525;2026-08-19\|20.89\|-8.90\|22.43\|22.45\|20.79\|157060;2026-08-20\|21.40\|2.44\|21.30\|22.14\|20.88\|136733;2026-08-21\|21.95\|2.57\|21.27\|23.11\|21.00\|176069;2026-08-24\|20.86\|-4.97\|21.90\|22.07\|20.31\|137332;2026-08-25\|21.31\|2.16\|20.50\|21.65\|20.07\|109239;2026-08-26\|21.15\|-0.75\|21.26\|21.55\|20.62\|91458;2026-08-27\|21.84\|3.26\|21.15\|22.12\|21.06\|94021;2026-08-28\|21.47\|-1.69\|21.93\|22.25\|21.44\|85053;2026-08-31\|22.70\|5.73\|21.20\|22.98\|21.01\|122507;2026-09-01\|22.32\|-1.67\|22.54\|22.65\|21.66\|149664;2026-09-02\|22.18\|-0.63\|22.07\|22.56\|21.73\|91780;2026-09-03\|24.40\|10.01\|22.44\|24.40\|22.43\|238932;2026-09-04\|23.43\|-3.98\|25.00\|25.38\|23.19\|334161;2026-09-07\|23.68\|1.07\|23.33\|23.88\|22.86\|248249;2026-09-08\|24.23\|2.32\|23.56\|24.60\|22.67\|272261;2026-09-09\|24.73\|2.06\|24.52\|25.18\|24.07\|284572;2026-09-10\|24.01\|-2.91\|24.41\|24.65\|23.93\|149513;2026-09-11\|23.37\|-2.67\|23.57\|23.89\|22.66\|151938;2026-09-14\|23.01\|-1.54\|23.15\|23.48\|22.51\|116185;2026-09-15\|23.09\|0.35\|22.94\|23.39\|22.70\|94579;2026-09-16\|25.40\|10.00\|23.11\|25.40\|22.90\|303134;2026-09-17\|25.22\|-0.71\|25.31\|25.81\|24.80\|282739
112833	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	电子特气龙头+存储上游+六氟化钨+央企行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月29日及5月14日公告，公司关注到媒体报道及市场传闻涉及日本六氟化钨供应商因原料问题计划减产，受钨相关物项出口管制及开采总量控制政策影响，上游钨原料供应趋紧，近期部分下游客户就六氟化钨产品与公司业务洽谈增加。 2、据2026年5月8日机构调研，公司当前六氟化钨年产能2000吨，产能利用率处于较高水平，产品纯度达6N级，已实现全球主要半导体厂商稳定供应；受下游存储芯片资本支出增长及AI驱动HBM需求拉动，预计需求将持续旺盛。 3、据2026年4月21日年报，公司是国内电子特种气体收入规模最大的企业，2024年集成电路电子特气领域销售收入全球第九、国内第一；已建有三氟化氮年产能18500吨、六氟化钨年产能2000吨，规模位居国内及世界前列。 4、公司最终控制人为国务院国有资产监督管理委员会。	公司电子特种气体产品及三氟甲磺酸主要用于集成电路、半导体照明等行业	2026-05-14\|141.12\|20.00\|132.00\|141.12\|131.71\|269662;2026-05-15\|145.55\|3.14\|139.53\|151.00\|136.90\|324994;2026-05-18\|135.90\|-6.63\|141.36\|147.64\|131.00\|230016;2026-05-19\|126.13\|-7.19\|131.50\|134.88\|118.40\|209328;2026-05-20\|141.58\|12.25\|126.48\|149.49\|124.68\|247850;2026-05-21\|127.87\|-9.68\|140.00\|141.11\|127.51\|179804;2026-05-22\|130.72\|2.23\|129.30\|135.88\|129.30\|139769;2026-05-25\|134.33\|2.76\|131.00\|135.80\|122.00\|183330;2026-05-26\|142.00\|5.71\|131.10\|143.88\|128.00\|167082;2026-05-27\|155.00\|9.15\|144.00\|165.47\|139.00\|196034;2026-05-28\|174.66\|12.68\|154.00\|175.38\|154.00\|160524;2026-05-29\|174.66\|0.00\|182.00\|182.50\|164.01\|159838;2026-06-01\|169.99\|-2.67\|185.10\|198.66\|166.31\|206602;2026-06-02\|192.00\|12.95\|173.39\|196.58\|173.39\|232035;2026-06-03\|182.66\|-4.86\|192.00\|201.99\|178.77\|260398;2026-06-04\|219.19\|20.00\|199.59\|219.19\|193.90\|200213;2026-06-05\|231.11\|5.44\|229.00\|243.03\|219.14\|254626;2026-06-08\|252.18\|9.12\|231.00\|265.50\|230.68\|248539;2026-06-09\|250.82\|-0.54\|247.00\|262.96\|239.99\|178018;2026-06-10\|292.00\|16.42\|263.00\|298.90\|263.00\|177007;2026-06-11\|349.80\|19.79\|308.06\|349.80\|289.00\|209792;2026-06-12\|302.00\|-13.66\|327.00\|336.93\|279.88\|284423;2026-06-15\|318.30\|5.40\|310.00\|318.92\|280.04\|203330;2026-06-16\|323.00\|1.48\|326.00\|365.00\|318.50\|232170;2026-06-17\|339.70\|5.24\|310.00\|340.00\|300.33\|187377;2026-06-18\|364.00\|7.15\|332.00\|365.00\|323.36\|156310;2026-06-22\|389.99\|7.14\|368.00\|399.50\|366.00\|175441;2026-06-26\|385.60\|-1.13\|406.50\|416.99\|370.00\|182664;2026-06-29\|370.00\|-4.05\|365.15\|393.00\|312.19\|216063;2026-06-30\|349.99\|-5.41\|355.00\|363.00\|331.88\|153399;2026-07-01\|378.61\|8.18\|349.99\|386.00\|347.50\|149479;2026-07-02\|365.00\|-3.59\|353.00\|399.99\|350.13\|149993;2026-07-03\|330.14\|-9.55\|358.00\|369.91\|319.30\|130286;2026-07-06\|302.80\|-8.28\|335.00\|344.00\|301.06\|133450;2026-07-07\|315.99\|4.36\|290.00\|319.90\|280.59\|150212;2026-07-08\|331.00\|4.75\|313.00\|339.99\|309.00\|152598;2026-07-09\|363.60\|9.85\|344.00\|370.00\|328.60\|140176;2026-07-10\|293.99\|-19.14\|341.00\|352.99\|291.80\|198707;2026-07-13\|244.50\|-16.83\|285.00\|309.78\|237.33\|221513;2026-07-14\|248.34\|1.57\|239.00\|256.88\|222.00\|172314;2026-07-15\|250.35\|0.81\|251.57\|258.80\|233.33\|143135;2026-07-16\|255.00\|1.86\|240.00\|262.99\|231.50\|139979;2026-07-17\|251.00\|-1.57\|252.00\|274.99\|239.70\|173822;2026-07-20\|200.80\|-20.00\|252.00\|257.99\|200.80\|180169;2026-07-21\|212.00\|5.58\|192.48\|215.00\|161.37\|272273;2026-07-22\|210.00\|-0.94\|197.00\|225.00\|192.26\|220988;2026-07-23\|215.00\|2.38\|211.20\|219.86\|205.00\|140139;2026-07-24\|245.67\|14.27\|213.00\|256.80\|213.00\|240136;2026-07-27\|284.94\|15.98\|247.63\|293.00\|246.79\|241310;2026-07-28\|275.80\|-3.21\|276.00\|292.80\|265.01\|238243;2026-07-29\|301.17\|9.20\|274.26\|304.80\|266.66\|279933;2026-07-30\|284.64\|-5.49\|295.15\|310.72\|268.00\|259265;2026-07-31\|266.00\|-6.55\|310.63\|326.00\|260.97\|287126;2026-08-03\|247.99\|-6.77\|258.60\|274.30\|230.40\|233655;2026-08-04\|253.10\|2.06\|250.00\|258.50\|241.08\|205969;2026-08-05\|286.32\|13.13\|256.00\|286.66\|256.00\|249563;2026-08-06\|308.00\|7.57\|278.00\|325.25\|272.00\|307852;2026-08-07\|316.00\|2.60\|304.00\|316.00\|299.00\|252622;2026-08-10\|325.30\|2.94\|310.46\|333.98\|296.71\|240173;2026-08-11\|311.11\|-4.36\|318.00\|334.00\|311.11\|197683;2026-08-12\|307.35\|-1.21\|313.00\|316.00\|301.36\|179879;2026-08-13\|295.49\|-3.86\|310.00\|318.66\|295.00\|196503;2026-08-14\|300.96\|1.85\|300.00\|305.92\|295.81\|145640;2026-08-17\|310.11\|3.04\|297.00\|313.88\|288.01\|232582;2026-08-18\|290.28\|-6.39\|310.00\|310.00\|284.80\|229216;2026-08-19\|275.33\|-5.15\|279.90\|294.88\|274.18\|189438;2026-08-20\|260.88\|-5.25\|280.00\|280.00\|256.00\|192407;2026-08-21\|263.09\|0.85\|261.50\|274.99\|256.57\|146490;2026-08-24\|250.08\|-4.95\|255.00\|261.60\|243.00\|145388;2026-08-25\|247.00\|-1.23\|242.88\|250.80\|238.00\|108822;2026-08-26\|242.10\|-1.98\|249.00\|249.00\|240.58\|93107;2026-08-27\|258.50\|6.77\|244.96\|259.22\|242.81\|156061;2026-08-28\|249.10\|-3.64\|257.01\|263.80\|249.10\|119677;2026-08-31\|259.94\|4.35\|240.71\|259.94\|240.71\|134644;2026-09-01\|237.02\|-8.82\|255.88\|256.00\|236.03\|139539;2026-09-02\|232.00\|-2.12\|232.10\|235.50\|227.77\|95551;2026-09-03\|231.89\|-0.05\|233.99\|234.26\|228.02\|72633;2026-09-04\|227.04\|-2.09\|235.00\|238.50\|225.40\|87779;2026-09-07\|234.01\|3.07\|230.50\|235.40\|228.00\|95057;2026-09-08\|228.36\|-2.41\|236.00\|241.03\|227.58\|102670;2026-09-09\|225.70\|-1.16\|228.53\|235.00\|224.08\|96189;2026-09-10\|224.80\|-0.40\|224.53\|227.99\|222.22\|72799;2026-09-11\|226.35\|0.69\|221.00\|226.80\|215.71\|97679;2026-09-14\|218.14\|-3.63\|219.63\|222.30\|216.00\|91135;2026-09-15\|227.99\|4.52\|219.00\|234.99\|217.77\|136941;2026-09-16\|235.58\|3.33\|229.10\|238.50\|223.10\|141871;2026-09-17\|225.90\|-4.11\|232.96\|237.62\|225.55\|124956
112832	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	PCIe5.0量产+AI算力交换芯片+买入评级行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月30日年报，公司自主研发的PCIe5.0 104通道高速交换芯片顺利量产，各项性能指标达到商用标准，第四季度已实现数千片出货。 2、公司通过2025年并购数渡科技，正式切入AI算力交换芯片赛道，长期目标是成为中国算力系统交换芯片和解决方案龙头企业。 3、据开源证券2026年6月16日研报，首次覆盖给予“买入”评级，看好公司在PCIe交换芯片领域的国产替代前景及AI互联需求增长。 4、据2026年6月23日公告，公司将于近期召开2025年度暨2026年第一季度业绩说明会。	公司拟投资8.54亿元取得数渡科技62.98%股权，标的PCIe5.0交换芯片有望于2025年底逐步开始批量供货	2026-05-14\|12.52\|-4.72\|13.42\|13.45\|12.52\|1110593;2026-05-15\|13.31\|6.31\|12.77\|13.77\|12.68\|2166605;2026-05-18\|12.65\|-4.96\|13.00\|13.00\|12.54\|1359908;2026-05-19\|13.92\|10.04\|12.60\|13.92\|12.20\|1506182;2026-05-20\|14.21\|2.08\|14.23\|15.27\|14.00\|2069800;2026-05-21\|15.41\|8.44\|14.70\|15.63\|14.70\|2651557;2026-05-22\|15.69\|1.82\|15.69\|16.38\|14.66\|3263707;2026-05-25\|15.50\|-1.21\|15.70\|15.97\|14.78\|2451789;2026-05-26\|15.04\|-2.97\|15.40\|15.66\|14.15\|2279273;2026-05-27\|15.28\|1.60\|15.10\|16.48\|15.10\|1998093;2026-05-28\|16.81\|10.01\|15.73\|16.81\|15.55\|2507836;2026-05-29\|16.17\|-3.81\|17.47\|17.70\|16.01\|2323886;2026-06-01\|15.84\|-2.04\|16.00\|16.47\|15.47\|1709329;2026-06-02\|15.62\|-1.39\|16.18\|16.30\|15.00\|1483898;2026-06-03\|17.15\|9.80\|16.50\|17.18\|16.01\|2888291;2026-06-04\|18.87\|10.03\|16.50\|18.87\|16.40\|1509259;2026-06-05\|17.39\|-7.84\|18.30\|18.77\|17.20\|3084360;2026-06-08\|16.45\|-5.41\|16.05\|17.61\|16.05\|1661082;2026-06-09\|16.75\|1.82\|16.90\|17.12\|15.85\|1814921;2026-06-10\|16.63\|-0.72\|16.50\|17.09\|15.68\|1376965;2026-06-11\|17.14\|3.07\|16.44\|18.06\|16.38\|1447181;2026-06-12\|16.07\|-6.24\|17.50\|17.79\|16.00\|1742054;2026-06-15\|17.33\|7.84\|16.05\|17.55\|15.71\|1680283;2026-06-16\|16.78\|-3.17\|17.14\|17.67\|16.72\|1227514;2026-06-17\|17.61\|4.95\|16.88\|17.84\|16.46\|1492010;2026-06-18\|18.65\|5.91\|17.61\|19.36\|17.45\|1923824;2026-06-22\|17.59\|-5.68\|19.00\|19.25\|16.79\|2250101;2026-06-23\|17.39\|-1.14\|17.28\|17.86\|17.08\|1075942;2026-06-24\|19.13\|10.01\|17.40\|19.13\|16.51\|2109773;2026-06-25\|19.71\|3.03\|19.50\|20.22\|18.62\|2056893;2026-06-26\|19.97\|1.32\|19.68\|20.60\|19.37\|1751181;2026-06-29\|18.47\|-7.51\|20.50\|21.32\|17.97\|1982227;2026-06-30\|19.00\|2.87\|18.20\|19.40\|17.80\|1344148;2026-07-01\|17.81\|-6.26\|18.87\|19.38\|17.60\|1778021;2026-07-02\|16.40\|-7.92\|16.94\|17.80\|16.33\|1553812;2026-07-03\|15.37\|-6.28\|16.01\|16.69\|15.35\|1435714;2026-07-06\|16.91\|10.02\|15.80\|16.91\|15.50\|1295126;2026-07-07\|18.60\|9.99\|16.88\|18.60\|16.50\|2533021;2026-07-08\|19.50\|4.84\|18.88\|20.39\|18.36\|2563189;2026-07-09\|20.79\|6.62\|19.36\|21.12\|19.21\|2006712;2026-07-10\|19.80\|-4.76\|20.30\|21.31\|19.80\|1775665;2026-07-13\|19.91\|0.56\|19.29\|21.29\|19.27\|1924061;2026-07-14\|19.17\|-3.72\|20.15\|20.48\|18.47\|1580882;2026-07-15\|17.98\|-6.21\|19.30\|19.90\|17.70\|1575170;2026-07-16\|19.48\|8.34\|17.74\|19.78\|17.19\|1857314;2026-07-17\|17.53\|-10.01\|18.99\|19.36\|17.53\|1565187;2026-07-20\|15.78\|-9.98\|17.10\|17.17\|15.78\|1346218;2026-07-21\|15.05\|-4.63\|14.83\|15.78\|14.20\|2513262;2026-07-22\|15.66\|4.05\|14.60\|16.56\|14.60\|2533220;2026-07-23\|14.47\|-7.60\|15.25\|15.50\|14.09\|2315692;2026-07-24\|13.52\|-6.57\|14.06\|14.47\|13.46\|1378723;2026-07-27\|13.74\|1.63\|13.13\|13.80\|13.01\|1198792;2026-07-28\|12.51\|-8.95\|13.66\|13.98\|12.41\|1404490;2026-07-29\|11.67\|-6.71\|12.50\|12.63\|11.28\|1414156;2026-07-30\|10.50\|-10.03\|11.54\|11.63\|10.50\|1351592;2026-07-31\|10.70\|1.90\|11.15\|11.49\|10.70\|1409662;2026-08-03\|10.36\|-3.18\|10.75\|11.13\|10.29\|1104316;2026-08-04\|11.02\|6.37\|10.50\|11.19\|10.36\|1199832;2026-08-05\|11.71\|6.26\|10.98\|11.90\|10.98\|1431438;2026-08-06\|12.31\|5.12\|11.48\|12.65\|11.48\|1315522;2026-08-07\|12.60\|2.36\|12.23\|12.85\|12.06\|1169450;2026-08-10\|12.40\|-1.59\|12.70\|12.73\|11.95\|913180;2026-08-11\|12.38\|-0.16\|12.30\|12.58\|12.03\|701847;2026-08-12\|12.51\|1.05\|12.40\|12.62\|12.13\|720825;2026-08-13\|12.53\|0.16\|12.64\|13.03\|12.48\|1261627;2026-08-14\|12.57\|0.32\|12.53\|12.70\|12.19\|835906;2026-08-17\|13.28\|5.65\|12.60\|13.30\|12.51\|1238762;2026-08-18\|13.55\|2.03\|13.28\|13.98\|13.20\|1339349;2026-08-19\|12.20\|-9.96\|13.01\|13.10\|12.20\|961788;2026-08-20\|11.70\|-4.10\|12.01\|12.20\|11.42\|1143733;2026-08-21\|12.12\|3.59\|11.73\|12.33\|11.59\|1028848;2026-08-24\|11.37\|-6.19\|12.00\|12.09\|10.93\|1154270;2026-08-25\|11.50\|1.14\|11.06\|11.54\|10.85\|775608;2026-08-26\|11.75\|2.17\|11.85\|11.85\|11.25\|649316;2026-08-27\|12.47\|6.13\|11.80\|12.52\|11.66\|1046645;2026-08-28\|12.12\|-2.81\|12.45\|12.75\|12.08\|800773;2026-08-31\|13.33\|9.98\|12.48\|13.33\|11.97\|1497917;2026-09-01\|12.67\|-4.95\|13.50\|13.80\|12.50\|1716962;2026-09-02\|12.69\|0.16\|12.20\|13.27\|12.20\|1512910;2026-09-03\|12.58\|-0.87\|12.81\|13.28\|12.46\|1091381;2026-09-04\|11.94\|-5.09\|12.60\|12.72\|11.86\|1112198;2026-09-07\|12.81\|7.29\|12.10\|12.96\|12.05\|1196256;2026-09-08\|12.68\|-1.01\|12.98\|13.20\|12.60\|784538;2026-09-09\|12.41\|-2.13\|12.79\|13.00\|12.38\|786338;2026-09-10\|12.26\|-1.21\|12.35\|12.56\|12.14\|672595;2026-09-11\|11.98\|-2.28\|12.07\|12.25\|11.56\|759509;2026-09-14\|12.20\|1.84\|11.85\|12.31\|11.60\|628841;2026-09-15\|12.66\|3.77\|12.05\|12.97\|12.00\|985429;2026-09-16\|13.35\|5.45\|12.56\|13.60\|12.43\|1391166;2026-09-17\|13.02\|-2.47\|13.30\|13.39\|12.92\|835437
112831	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	重大资产重组+存储芯片+电子元器件分销行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月9日公告，公司披露重组报告书草案，拟以发行股份及支付现金方式购买上海肖克利100%股份，交易作价8.97亿元，扩大电子元器件分销业务规模。 2、据2026年3月31日年报，公司依托2024年底获取的长江存储代理权，重点加大存储芯片供应体量，综合类芯片和存储芯片已成为分销业务营收增长的重要驱动力；据2026年5月27日互动易，公司确认已取得长江存储代理资质。 3、据2026年3月31日年报，公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售，产品覆盖射频芯片、存储芯片、被动元件等，应用领域包括手机、智能设备等。	公司依托2024年底取得的长江存储代理权，2025年存储芯片及综合类芯片分销收入同比增16.17%，成为分销业务核心驱动力	2026-05-14\|8.27\|0.12\|8.28\|8.60\|8.04\|823415;2026-05-15\|8.20\|-0.85\|8.17\|8.40\|8.11\|560723;2026-05-18\|8.19\|-0.12\|8.15\|8.37\|8.05\|423890;2026-05-19\|8.34\|1.83\|8.19\|8.35\|8.02\|470948;2026-05-20\|8.73\|4.68\|8.39\|8.82\|8.36\|1046920;2026-05-21\|8.09\|-7.33\|8.68\|8.68\|8.08\|835440;2026-05-22\|8.90\|10.01\|8.09\|8.90\|8.01\|1339650;2026-05-25\|9.25\|3.93\|9.11\|9.79\|9.01\|1865796;2026-05-26\|9.95\|7.57\|9.24\|10.18\|8.98\|1776755;2026-05-27\|9.16\|-7.94\|9.72\|9.72\|9.15\|1335026;2026-05-28\|9.67\|5.57\|9.16\|9.88\|8.92\|1186223;2026-05-29\|8.70\|-10.03\|9.50\|9.50\|8.70\|1016707;2026-06-01\|8.50\|-2.30\|8.48\|8.84\|8.40\|622034;2026-06-02\|8.70\|2.35\|8.48\|8.83\|8.24\|712247;2026-06-03\|8.79\|1.03\|8.61\|8.95\|8.56\|804404;2026-06-04\|9.67\|10.01\|8.52\|9.67\|8.46\|991182;2026-06-05\|9.42\|-2.59\|9.63\|9.85\|9.35\|1398299;2026-06-08\|9.13\|-3.08\|9.12\|9.57\|8.94\|892157;2026-06-09\|10.04\|9.97\|9.78\|10.04\|9.09\|1821016;2026-06-10\|9.69\|-3.49\|10.18\|10.37\|9.61\|1543199;2026-06-11\|9.42\|-2.79\|9.55\|9.79\|9.22\|983648;2026-06-12\|8.63\|-8.39\|9.62\|9.75\|8.55\|1370879;2026-06-15\|9.04\|4.75\|8.76\|9.28\|8.73\|1070985;2026-06-16\|9.15\|1.22\|9.05\|9.27\|8.70\|1036092;2026-06-17\|9.21\|0.66\|8.92\|9.32\|8.89\|971299;2026-06-18\|8.79\|-4.56\|9.15\|9.69\|8.70\|1135462;2026-06-22\|8.08\|-8.08\|8.80\|8.91\|7.91\|1154572;2026-06-23\|8.01\|-0.87\|7.90\|8.23\|7.71\|666306;2026-06-24\|7.77\|-3.00\|7.89\|7.96\|7.50\|619050;2026-06-25\|8.14\|4.76\|7.95\|8.22\|7.60\|781030;2026-06-26\|7.60\|-6.63\|7.90\|7.90\|7.60\|567692;2026-06-29\|7.12\|-6.32\|7.60\|7.62\|7.07\|558273;2026-06-30\|7.59\|6.60\|7.12\|7.67\|7.06\|657715;2026-07-01\|7.54\|-0.66\|7.62\|7.66\|7.36\|514003;2026-07-02\|7.36\|-2.39\|7.42\|7.69\|7.22\|463680;2026-07-03\|7.35\|-0.14\|7.35\|7.48\|7.21\|356536;2026-07-06\|7.23\|-1.63\|7.43\|7.49\|7.22\|337148;2026-07-07\|7.07\|-2.21\|7.16\|7.23\|7.03\|324607;2026-07-08\|6.67\|-5.66\|7.03\|7.07\|6.62\|398372;2026-07-09\|7.01\|5.10\|6.75\|7.05\|6.61\|419362;2026-07-10\|7.11\|1.43\|6.95\|7.34\|6.91\|461600;2026-07-13\|6.49\|-8.72\|6.98\|7.03\|6.42\|413210;2026-07-14\|6.46\|-0.46\|6.40\|6.49\|6.08\|360396;2026-07-15\|6.25\|-3.25\|6.48\|6.58\|6.24\|247964;2026-07-16\|6.12\|-2.08\|6.22\|6.31\|6.10\|233169;2026-07-17\|5.69\|-7.03\|6.06\|6.09\|5.62\|316283;2026-07-20\|5.44\|-4.39\|5.79\|5.83\|5.36\|282440;2026-07-21\|5.71\|4.96\|5.45\|5.71\|5.06\|386523;2026-07-22\|5.75\|0.70\|5.64\|6.06\|5.61\|431477;2026-07-23\|5.76\|0.17\|5.69\|5.76\|5.63\|228465;2026-07-24\|6.34\|10.07\|5.66\|6.34\|5.63\|564069;2026-07-27\|6.93\|9.31\|6.45\|6.97\|6.40\|1020253;2026-07-28\|6.66\|-3.90\|6.44\|6.84\|6.44\|754389;2026-07-29\|6.71\|0.75\|6.60\|6.72\|6.41\|530878;2026-07-30\|7.00\|4.32\|6.65\|7.33\|6.41\|855294;2026-07-31\|6.93\|-1.00\|7.20\|7.44\|6.93\|894549;2026-08-03\|6.71\|-3.17\|6.60\|6.78\|6.52\|555256;2026-08-04\|6.72\|0.15\|6.82\|6.82\|6.63\|427679;2026-08-05\|7.08\|5.36\|6.65\|7.17\|6.65\|648707;2026-08-06\|6.90\|-2.54\|6.90\|7.01\|6.80\|444411;2026-08-07\|6.84\|-0.87\|6.86\|6.94\|6.67\|352424;2026-08-10\|6.92\|1.17\|6.83\|6.96\|6.77\|313670;2026-08-11\|6.83\|-1.30\|6.88\|6.93\|6.80\|262709;2026-08-12\|7.19\|5.27\|6.96\|7.21\|6.86\|597164;2026-08-13\|6.90\|-4.03\|7.26\|7.32\|6.90\|524637;2026-08-14\|6.85\|-0.72\|6.92\|6.98\|6.74\|274434;2026-08-17\|7.54\|10.07\|6.85\|7.54\|6.76\|818955;2026-08-18\|7.74\|2.65\|7.55\|7.96\|7.55\|1344567;2026-08-19\|7.20\|-6.98\|7.49\|7.66\|7.18\|787925;2026-08-20\|7.17\|-0.42\|7.35\|7.44\|7.08\|512633;2026-08-21\|7.11\|-0.84\|7.06\|7.19\|7.03\|372058;2026-08-24\|7.31\|2.81\|7.17\|7.45\|7.03\|588666;2026-08-25\|6.99\|-4.38\|7.05\|7.10\|6.58\|679327;2026-08-26\|6.89\|-1.43\|6.90\|7.01\|6.86\|361710;2026-08-27\|7.04\|2.18\|6.91\|7.09\|6.89\|392959;2026-08-28\|6.99\|-0.71\|6.99\|7.20\|6.97\|351875;2026-08-31\|7.06\|1.00\|6.90\|7.06\|6.86\|301545;2026-09-01\|7.10\|0.57\|7.09\|7.19\|7.01\|323745;2026-09-02\|7.40\|4.23\|7.00\|7.66\|6.88\|820020;2026-09-03\|7.13\|-3.65\|7.30\|7.33\|7.10\|502064;2026-09-04\|6.98\|-2.10\|7.14\|7.23\|6.93\|386811;2026-09-07\|7.04\|0.86\|7.06\|7.09\|6.97\|234216;2026-09-08\|7.12\|1.14\|7.01\|7.30\|6.95\|377122;2026-09-09\|7.17\|0.70\|7.10\|7.34\|7.09\|373710;2026-09-10\|7.23\|0.84\|7.10\|7.35\|7.00\|435095;2026-09-11\|7.37\|1.94\|7.06\|7.46\|6.98\|648145;2026-09-14\|7.58\|2.85\|7.30\|7.70\|7.23\|732935;2026-09-15\|7.24\|-4.49\|7.39\|7.48\|7.22\|505969;2026-09-16\|7.96\|9.94\|7.20\|7.96\|7.19\|771515;2026-09-17\|7.64\|-4.02\|7.92\|7.96\|7.60\|1042561
112830	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.27\|-9.76\|53.34\|55.90\|48.14\|232926;2026-07-14\|49.13\|1.78\|48.67\|50.38\|46.80\|193720;2026-07-15\|47.29\|-3.75\|49.81\|51.00\|46.88\|135219;2026-07-16\|44.58\|-5.73\|46.23\|47.50\|44.00\|116214;2026-07-17\|42.01\|-5.76\|44.67\|47.27\|41.76\|184389;2026-07-20\|37.81\|-10.00\|42.10\|42.33\|37.81\|150088;2026-07-21\|37.71\|-0.26\|37.01\|38.44\|34.03\|262928;2026-07-22\|37.30\|-1.09\|36.80\|38.36\|36.51\|191483;2026-07-23\|37.28\|-0.05\|37.01\|38.12\|36.19\|119784;2026-07-24\|37.43\|0.40\|36.46\|38.97\|36.16\|182596;2026-07-27\|39.62\|5.85\|36.51\|40.80\|36.20\|231552;2026-07-28\|36.72\|-7.32\|39.15\|40.06\|36.41\|184074;2026-07-29\|36.25\|-1.28\|36.74\|36.86\|34.50\|185691;2026-07-30\|32.70\|-9.79\|35.89\|36.20\|32.66\|153136;2026-07-31\|33.24\|1.65\|34.32\|35.90\|33.05\|167956;2026-08-03\|32.29\|-2.86\|32.91\|33.47\|31.50\|159114;2026-08-04\|34.09\|5.57\|32.32\|34.33\|31.93\|118068;2026-08-05\|37.50\|10.00\|34.10\|37.50\|33.82\|92008;2026-08-06\|41.25\|10.00\|37.69\|41.25\|37.55\|227604;2026-08-07\|45.38\|10.01\|43.99\|45.38\|43.42\|149311;2026-08-10\|44.38\|-2.20\|44.93\|46.25\|42.30\|388254;2026-08-11\|45.00\|1.40\|43.83\|45.90\|43.31\|287158;2026-08-12\|45.23\|0.51\|44.77\|46.06\|44.01\|316457;2026-08-13\|44.66\|-1.26\|45.80\|46.89\|44.50\|288730;2026-08-14\|45.15\|1.10\|44.66\|45.86\|44.10\|223416;2026-08-17\|46.78\|3.61\|45.64\|46.80\|44.58\|267260;2026-08-18\|46.62\|-0.34\|46.70\|47.98\|45.77\|234051;2026-08-19\|43.50\|-6.69\|44.83\|46.61\|43.10\|189184;2026-08-20\|42.37\|-2.60\|44.41\|44.50\|42.00\|136232;2026-08-21\|46.61\|10.01\|41.60\|46.61\|41.60\|70983;2026-08-24\|43.84\|-5.94\|45.51\|46.02\|42.93\|220331;2026-08-25\|42.82\|-2.33\|42.84\|43.28\|41.42\|145963;2026-08-26\|41.48\|-3.13\|42.83\|43.10\|40.33\|126941;2026-08-27\|42.80\|3.18\|41.67\|43.50\|41.47\|158733;2026-08-28\|47.08\|10.00\|43.58\|47.08\|43.15\|184107;2026-08-31\|46.41\|-1.42\|45.00\|46.46\|44.50\|277853;2026-09-01\|43.71\|-5.82\|46.51\|46.78\|43.45\|201084;2026-09-02\|43.52\|-0.43\|43.09\|45.60\|42.77\|234188;2026-09-03\|41.30\|-5.10\|44.39\|44.90\|40.55\|216812;2026-09-04\|38.65\|-6.42\|41.50\|42.18\|38.20\|222571;2026-09-07\|39.81\|3.00\|38.82\|40.20\|38.38\|154659;2026-09-08\|39.89\|0.20\|42.00\|42.57\|39.36\|213784;2026-09-09\|38.32\|-3.94\|39.07\|39.98\|37.90\|167317;2026-09-10\|38.33\|0.03\|38.05\|39.18\|37.81\|106409;2026-09-11\|37.46\|-2.27\|37.65\|38.10\|36.20\|141147;2026-09-14\|37.64\|0.48\|36.72\|37.95\|36.33\|78881;2026-09-15\|38.66\|2.71\|37.30\|38.99\|37.22\|128649;2026-09-16\|39.90\|3.21\|38.30\|40.38\|37.96\|157902;2026-09-17\|38.80\|-2.76\|39.43\|40.29\|38.58\|121711
112829		铜缆高速连接+224G连接器+液冷散热+可转债获批行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月7日投资者关系活动记录表，公司112G高速连接器满产运行，224G产品已批量供货，AI算力相关订单需求持续饱和。 2、据2026年5月7日投资者关系活动记录表，液冷组件实现小批量交付，成为新业务增长点，224G液冷散热器已通过客户认证，处于批量交付前最后准备阶段；公司已追加至3条新液冷产线，将于二、三季度陆续投产。 3、2026年一季度营收4.57亿元，同比增长20.78%，归母净利润8032.74万元，同比增长51.86%。 4、据2026年5月9日公告，公司向不特定对象发行可转换公司债券申请获得上交所上市审核委员会审核通过。	1、公司高速通讯连接器零组件业务收入占比约为70%-75%，主要供给安费诺、莫仕和泰科等世界知名连接器企业； 2、目前公司液冷产线已有2条正在运行中，另外根据市场需求及客户预测等信息，对于液冷产品今年共规划5条产线，目前正在有序地进行扩产中	2026-05-14\|244.00\|-3.35\|253.00\|264.63\|244.00\|60252;2026-05-15\|245.98\|0.81\|244.00\|255.01\|235.00\|54799;2026-05-18\|283.60\|15.29\|238.00\|283.80\|238.00\|84742;2026-05-19\|279.98\|-1.28\|281.00\|291.98\|274.00\|55567;2026-05-20\|283.88\|1.39\|279.90\|284.33\|269.81\|45042;2026-05-21\|260.00\|-8.41\|285.04\|288.95\|257.68\|62562;2026-05-22\|273.00\|5.00\|270.00\|286.00\|262.60\|65817;2026-05-25\|280.38\|2.70\|276.05\|288.86\|273.54\|52046;2026-05-26\|282.00\|0.72\|274.50\|287.79\|269.33\|45703;2026-05-27\|287.50\|1.95\|285.38\|301.68\|271.59\|59867;2026-05-28\|303.75\|5.65\|288.12\|312.88\|284.01\|68603;2026-05-29\|289.93\|-4.55\|308.45\|328.28\|285.62\|63775;2026-06-01\|266.09\|-8.22\|290.11\|292.66\|264.12\|56043;2026-06-02\|289.74\|8.89\|271.41\|293.84\|271.00\|48921;2026-06-03\|302.00\|4.23\|293.78\|307.78\|286.24\|52718;2026-06-04\|362.40\|20.00\|295.00\|362.40\|295.00\|69320;2026-06-05\|395.97\|9.26\|386.84\|428.00\|380.52\|95312;2026-06-08\|391.78\|-1.06\|385.23\|410.99\|373.00\|87118;2026-06-09\|426.71\|8.92\|407.16\|433.88\|388.91\|79083;2026-06-10\|416.01\|-2.51\|412.00\|440.00\|404.30\|51336;2026-06-11\|410.88\|-1.23\|413.00\|438.88\|400.00\|45629;2026-06-12\|423.23\|3.01\|424.50\|433.18\|405.00\|62657;2026-06-15\|432.00\|2.07\|408.42\|433.97\|388.00\|63877;2026-06-16\|400.08\|-7.39\|430.00\|430.00\|396.52\|83534;2026-06-17\|408.30\|2.05\|390.00\|410.30\|388.20\|55887;2026-06-18\|429.86\|5.28\|398.00\|434.30\|398.00\|47814;2026-06-22\|406.07\|-5.53\|434.00\|444.00\|391.09\|67281;2026-06-23\|394.85\|-2.76\|430.00\|434.00\|389.00\|48370;2026-06-24\|393.00\|-0.47\|384.00\|399.89\|384.00\|38900;2026-06-25\|401.91\|2.27\|405.00\|419.80\|391.51\|47998;2026-06-26\|376.01\|-6.44\|400.55\|401.96\|363.36\|66075;2026-06-29\|364.51\|-3.06\|373.00\|379.00\|340.00\|66768;2026-06-30\|373.30\|2.41\|364.65\|380.20\|355.58\|49358;2026-07-01\|358.28\|-4.02\|374.00\|381.62\|352.61\|63379;2026-07-02\|321.04\|-10.39\|337.00\|345.64\|318.50\|62475;2026-07-03\|322.83\|0.56\|324.26\|338.00\|317.60\|45227;2026-07-06\|322.30\|-0.16\|325.13\|343.99\|319.87\|50051;2026-07-07\|331.17\|2.75\|322.00\|343.00\|321.68\|45929;2026-07-08\|324.42\|-2.04\|337.79\|347.00\|323.20\|45758;2026-07-09\|341.69\|5.32\|337.74\|341.80\|316.33\|43544;2026-07-10\|332.61\|-2.66\|351.08\|366.18\|331.00\|47996;2026-07-13\|322.00\|-3.19\|330.99\|347.66\|319.50\|37523;2026-07-14\|345.88\|7.42\|325.25\|346.66\|322.58\|40682;2026-07-15\|328.30\|-5.08\|346.98\|351.02\|323.00\|39283;2026-07-16\|304.32\|-7.30\|313.04\|326.59\|300.31\|39888;2026-07-17\|243.46\|-20.00\|289.00\|290.44\|243.46\|85621;2026-07-20\|219.66\|-9.78\|253.29\|255.50\|208.13\|72209;2026-07-21\|250.86\|14.20\|224.05\|251.59\|204.05\|64717;2026-07-22\|235.86\|-5.98\|250.86\|255.60\|233.13\|49444;2026-07-23\|229.01\|-2.90\|240.58\|243.77\|227.00\|33637;2026-07-24\|222.60\|-2.80\|225.00\|235.00\|221.10\|36757;2026-07-27\|231.50\|4.00\|222.83\|232.00\|219.03\|38847;2026-07-28\|202.02\|-12.73\|222.00\|228.76\|200.00\|63004;2026-07-29\|197.21\|-2.38\|206.06\|207.28\|182.05\|69625;2026-07-30\|173.49\|-12.03\|198.58\|200.00\|171.21\|56872;2026-07-31\|190.28\|9.68\|193.00\|206.76\|189.60\|60882;2026-08-03\|184.64\|-2.96\|186.48\|194.97\|182.90\|46509;2026-08-04\|218.80\|18.50\|186.11\|221.53\|185.00\|86499;2026-08-05\|227.28\|3.88\|218.00\|232.88\|215.10\|74504;2026-08-06\|232.00\|2.08\|223.93\|238.50\|219.10\|57252;2026-08-07\|247.90\|6.85\|235.00\|251.30\|232.01\|73098;2026-08-10\|239.00\|-3.59\|248.00\|251.54\|230.02\|59870;2026-08-11\|243.97\|2.08\|235.89\|249.37\|232.90\|47104;2026-08-12\|256.30\|5.05\|245.84\|271.00\|241.68\|62485;2026-08-13\|254.00\|-0.90\|258.00\|267.99\|254.00\|54720;2026-08-14\|268.68\|5.78\|261.14\|275.00\|260.05\|49950;2026-08-17\|293.20\|9.13\|275.75\|295.50\|268.00\|60963;2026-08-18\|274.30\|-6.45\|290.00\|291.99\|268.51\|73578;2026-08-19\|242.58\|-11.56\|259.06\|266.96\|241.11\|75050;2026-08-20\|245.75\|1.31\|247.00\|252.52\|240.03\|52746;2026-08-21\|251.78\|2.45\|242.24\|258.10\|241.00\|44273;2026-08-24\|248.00\|-1.50\|251.21\|257.78\|239.30\|45207;2026-08-25\|248.11\|0.04\|239.90\|254.50\|238.16\|39913;2026-08-26\|243.78\|-1.75\|251.46\|253.58\|235.10\|31226;2026-08-27\|269.00\|10.35\|250.00\|269.87\|244.02\|62307;2026-08-28\|258.65\|-3.85\|263.62\|270.77\|258.65\|43637;2026-08-31\|265.00\|2.46\|249.90\|271.50\|249.00\|41675;2026-09-01\|250.35\|-5.53\|266.29\|266.33\|247.51\|42428;2026-09-02\|255.85\|2.20\|243.00\|259.28\|243.00\|42572;2026-09-03\|268.58\|4.98\|265.98\|275.99\|257.00\|62916;2026-09-04\|251.43\|-6.39\|270.00\|274.99\|249.58\|51008;2026-09-07\|265.60\|5.64\|252.98\|271.00\|252.68\|41204;2026-09-08\|264.96\|-0.24\|264.99\|276.62\|262.00\|45759;2026-09-09\|263.50\|-0.55\|270.30\|276.48\|261.61\|37489;2026-09-10\|256.55\|-2.64\|260.50\|266.40\|254.39\|37545;2026-09-11\|247.32\|-3.60\|251.00\|258.50\|240.03\|50479;2026-09-14\|246.80\|-0.21\|242.00\|249.80\|235.33\|38271;2026-09-15\|247.42\|0.25\|244.22\|255.35\|244.22\|28243;2026-09-16\|263.03\|6.31\|247.80\|265.80\|247.80\|45667;2026-09-17\|260.49\|-0.97\|266.56\|271.80\|260.48\|33452

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