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
112778		预重整受理+异质结光伏+管理人指定 1、据2026年6月3日公告，公司收到东莞中院《受理预重整通知书》，法院决定对公司启动预重整并指定管理人，预重整期限为6个月。 2、据2026年4月30日年报，公司聚焦高效异质结HJT太阳能电池及组件技术，已布局钙钛矿叠层、0BB、银包铜等降本增效路线，拥有山东枣庄和安徽泗县两大生产基地。		2026-05-14\|16.35\|-2.68\|16.80\|17.03\|16.18\|35019;2026-05-15\|16.36\|0.06\|16.32\|16.82\|15.88\|31221;2026-05-18\|16.60\|1.47\|16.00\|17.10\|16.00\|43718;2026-05-19\|16.36\|-1.45\|16.42\|16.78\|16.01\|32742;2026-05-20\|16.23\|-0.79\|16.29\|16.45\|16.03\|25182;2026-05-21\|14.82\|-8.69\|16.07\|16.21\|14.00\|67805;2026-05-22\|15.20\|2.56\|14.69\|15.52\|14.21\|39604;2026-05-25\|15.06\|-0.92\|15.19\|15.63\|14.74\|32631;2026-05-26\|15.37\|2.06\|15.60\|15.62\|14.97\|29687;2026-05-27\|15.15\|-1.43\|15.64\|15.64\|15.00\|22173;2026-05-28\|14.78\|-2.44\|15.01\|15.19\|14.23\|29499;2026-05-29\|14.40\|-2.57\|14.75\|15.05\|14.20\|23700;2026-06-01\|15.16\|5.28\|14.70\|15.33\|14.14\|29515;2026-06-02\|14.63\|-3.50\|14.83\|15.20\|14.60\|25414;2026-06-03\|14.50\|-0.89\|14.63\|15.00\|14.20\|25682;2026-06-04\|17.05\|17.59\|17.00\|17.40\|16.03\|152398;2026-06-05\|16.79\|-1.52\|16.44\|17.33\|15.60\|113025;2026-06-08\|17.12\|1.97\|16.10\|17.63\|16.10\|75967;2026-06-09\|18.36\|7.24\|17.20\|18.65\|17.17\|80832;2026-06-10\|18.54\|0.98\|18.00\|18.90\|17.80\|69336;2026-06-11\|19.32\|4.21\|18.11\|19.48\|18.11\|52977;2026-06-12\|17.99\|-6.88\|19.78\|19.90\|17.35\|90242;2026-06-15\|18.18\|1.06\|17.99\|18.65\|17.58\|35994;2026-06-16\|18.66\|2.64\|18.02\|19.20\|18.02\|41731;2026-06-17\|19.84\|6.32\|18.50\|20.10\|18.50\|51329;2026-06-18\|21.53\|8.52\|19.98\|22.00\|19.70\|70262;2026-06-22\|21.10\|-2.00\|20.50\|21.74\|19.81\|73764;2026-06-23\|22.23\|5.36\|21.57\|22.79\|21.56\|52578;2026-06-24\|24.00\|7.96\|22.22\|24.36\|22.06\|72371;2026-06-25\|23.62\|-1.58\|23.99\|26.88\|22.70\|75423;2026-06-26\|23.90\|1.19\|23.63\|25.00\|21.78\|61136;2026-06-29\|23.46\|-1.84\|23.97\|24.00\|23.01\|33346;2026-06-30\|22.98\|-2.05\|23.45\|23.90\|22.23\|40438;2026-07-01\|22.36\|-2.70\|22.80\|23.97\|21.60\|58315;2026-07-02\|22.61\|1.12\|22.99\|23.25\|21.35\|51162;2026-07-03\|24.43\|8.05\|23.03\|25.00\|22.76\|102100;2026-07-06\|29.09\|19.07\|24.50\|29.30\|24.50\|128781;2026-07-07\|23.27\|-20.01\|29.09\|29.40\|23.27\|150752;2026-07-08\|22.25\|-4.38\|21.19\|23.45\|18.62\|129048;2026-07-09\|17.80\|-20.00\|21.00\|21.05\|17.80\|122158;2026-07-10\|17.50\|-1.69\|17.80\|20.98\|17.00\|84093;2026-07-13\|16.08\|-8.11\|16.83\|17.17\|15.71\|66779;2026-07-14\|17.30\|7.59\|15.44\|17.80\|15.38\|60492;2026-07-15\|16.84\|-2.66\|17.27\|17.27\|16.30\|32260;2026-07-16\|18.07\|7.30\|16.42\|18.86\|16.08\|53386;2026-07-17\|18.20\|0.72\|17.77\|19.66\|17.75\|58910;2026-07-20\|17.77\|-2.36\|18.38\|19.10\|17.30\|42439;2026-07-21\|17.45\|-1.80\|17.77\|18.68\|16.39\|47069;2026-07-22\|16.55\|-5.16\|17.00\|17.82\|15.88\|35904;2026-07-23\|16.20\|-2.11\|16.28\|16.99\|16.02\|25672;2026-07-24\|15.69\|-3.15\|16.13\|16.20\|15.40\|19314;2026-07-27\|16.49\|5.10\|15.48\|16.98\|15.11\|26834;2026-07-28\|17.50\|6.12\|16.85\|18.00\|16.08\|37512;2026-07-29\|17.41\|-0.51\|17.30\|18.09\|17.05\|20786;2026-07-30\|17.33\|-0.46\|17.10\|18.00\|17.00\|20117;2026-07-31\|17.41\|0.46\|17.64\|17.82\|16.78\|24571;2026-08-03\|16.94\|-2.70\|17.10\|17.38\|16.88\|13968;2026-08-04\|17.30\|2.13\|17.00\|17.88\|16.94\|20687;2026-08-05\|17.56\|1.50\|17.00\|17.95\|16.90\|26019;2026-08-06\|18.26\|3.99\|17.31\|18.80\|17.23\|29966;2026-08-07\|18.28\|0.11\|17.92\|18.78\|17.92\|30275;2026-08-10\|18.13\|-0.82\|18.20\|18.85\|17.61\|21035;2026-08-11\|17.88\|-1.38\|18.13\|18.47\|17.79\|16297;2026-08-12\|17.72\|-0.89\|17.79\|17.95\|17.62\|9501;2026-08-13\|17.25\|-2.65\|17.94\|17.94\|17.20\|20490;2026-08-14\|17.22\|-0.17\|17.50\|17.50\|17.09\|9201;2026-08-17\|17.18\|-0.23\|17.10\|17.44\|16.79\|17721;2026-08-18\|16.79\|-2.27\|17.25\|17.29\|16.67\|15366;2026-08-19\|16.31\|-2.86\|16.50\|16.84\|16.11\|15833;2026-08-20\|16.18\|-0.80\|16.32\|16.85\|15.88\|15202;2026-08-21\|19.03\|17.61\|15.94\|19.42\|15.86\|58513;2026-08-24\|19.90\|4.57\|18.41\|21.98\|18.40\|72671;2026-08-25\|19.00\|-4.52\|19.90\|20.83\|19.00\|41014;2026-08-26\|19.68\|3.58\|18.97\|20.00\|17.90\|45205;2026-08-27\|19.16\|-2.64\|19.45\|19.78\|19.01\|24537;2026-08-28\|18.99\|-0.89\|19.02\|19.60\|18.99\|14411;2026-08-31\|19.33\|1.79\|18.81\|19.66\|18.33\|23882;2026-09-01\|18.78\|-2.85\|19.10\|19.20\|18.50\|22561;2026-09-02\|18.73\|-0.27\|18.78\|19.00\|18.53\|12440;2026-09-03\|18.35\|-2.03\|18.99\|19.18\|18.34\|15539;2026-09-04\|18.00\|-1.91\|18.35\|18.43\|17.95\|22378;2026-09-07\|18.75\|4.17\|18.30\|19.00\|17.88\|22478;2026-09-08\|18.18\|-3.04\|18.77\|18.98\|18.10\|15520;2026-09-09\|18.05\|-0.72\|18.18\|18.40\|17.96\|12120;2026-09-10\|18.45\|2.22\|18.18\|19.13\|17.95\|21409;2026-09-11\|18.31\|-0.76\|18.29\|18.48\|18.07\|8917;2026-09-14\|19.22\|4.97\|18.08\|19.65\|18.00\|35405;2026-09-15\|18.95\|-1.40\|19.23\|19.50\|18.76\|24026;2026-09-16\|18.49\|-2.43\|18.73\|19.00\|18.42\|20860;2026-09-17\|18.54\|0.27\|18.49\|18.81\|18.30\|20008
112777	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	液冷服务器+电子水泵+汽车+泛工业行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	1、公司针对机器人关节等部位日益增长的液冷散热需求，依托公司在电子泵、温控阀及集成模块等新能源热管理产品上的技术优势，积极布局机器人领域液冷市场； 2、公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产	2026-05-14\|45.00\|-3.64\|46.80\|47.45\|44.89\|323325;2026-05-15\|44.43\|-1.27\|45.01\|45.96\|43.35\|349410;2026-05-18\|45.03\|1.35\|44.50\|45.97\|43.70\|299444;2026-05-19\|46.37\|2.98\|45.00\|46.53\|43.53\|410320;2026-05-20\|49.03\|5.74\|46.13\|49.36\|45.44\|489310;2026-05-21\|44.58\|-9.08\|48.20\|48.85\|44.52\|548688;2026-05-22\|46.68\|4.71\|44.70\|47.76\|44.70\|339138;2026-05-25\|45.77\|-1.95\|46.68\|46.69\|44.89\|258805;2026-05-26\|42.65\|-6.82\|45.77\|45.88\|41.37\|437668;2026-05-27\|40.96\|-3.96\|42.58\|43.12\|40.65\|286733;2026-05-28\|42.93\|4.81\|40.51\|43.33\|40.02\|293053;2026-05-29\|38.65\|-9.97\|42.81\|42.86\|38.64\|315451;2026-06-01\|38.68\|0.08\|38.99\|40.85\|37.62\|392327;2026-06-02\|40.45\|4.58\|38.76\|40.58\|37.38\|416517;2026-06-03\|39.16\|-3.19\|42.75\|43.80\|38.49\|575385;2026-06-04\|41.40\|5.72\|38.46\|43.08\|38.29\|637070;2026-06-05\|39.55\|-4.47\|40.00\|41.55\|39.30\|358940;2026-06-08\|38.12\|-3.62\|37.45\|41.00\|37.45\|316469;2026-06-09\|41.40\|8.60\|38.88\|41.68\|38.46\|346748;2026-06-10\|41.20\|-0.48\|41.50\|41.71\|39.25\|333257;2026-06-11\|40.46\|-1.80\|41.01\|42.80\|40.09\|272404;2026-06-12\|41.40\|2.32\|41.14\|42.78\|40.80\|317164;2026-06-15\|45.22\|9.23\|41.99\|45.40\|41.70\|413426;2026-06-16\|45.33\|0.24\|45.57\|46.66\|44.97\|339013;2026-06-17\|44.73\|-1.32\|44.86\|45.75\|44.02\|266281;2026-06-18\|45.71\|2.88\|44.85\|46.83\|44.50\|337523;2026-06-22\|43.07\|-5.78\|45.39\|46.00\|41.14\|508868;2026-06-23\|44.99\|4.46\|45.95\|47.00\|43.40\|640146;2026-06-24\|49.49\|10.00\|44.50\|49.49\|43.50\|687251;2026-06-25\|51.89\|4.85\|52.04\|53.28\|51.16\|671810;2026-06-26\|48.12\|-7.27\|51.50\|52.52\|47.53\|581845;2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251;2026-07-13\|49.15\|-6.98\|51.94\|55.50\|48.97\|417919;2026-07-14\|54.07\|10.01\|49.35\|54.07\|49.31\|424866;2026-07-15\|55.90\|3.38\|55.13\|58.79\|54.00\|557317;2026-07-16\|54.68\|-2.18\|54.92\|57.30\|52.00\|458288;2026-07-17\|49.21\|-10.00\|54.14\|56.60\|49.21\|547223;2026-07-20\|44.29\|-10.00\|49.00\|51.32\|44.29\|487236;2026-07-21\|47.06\|6.25\|44.14\|47.50\|39.86\|637364;2026-07-22\|48.05\|2.10\|47.00\|51.40\|47.00\|456315;2026-07-23\|50.10\|4.27\|49.91\|52.86\|49.02\|481030;2026-07-24\|48.19\|-3.81\|49.50\|52.00\|47.50\|422931;2026-07-27\|49.97\|3.69\|48.18\|50.00\|45.20\|345551;2026-07-28\|44.97\|-10.01\|48.01\|48.50\|44.97\|297901;2026-07-29\|40.92\|-9.01\|43.00\|43.59\|40.47\|517397;2026-07-30\|36.83\|-10.00\|39.90\|40.81\|36.83\|278756;2026-07-31\|34.60\|-6.05\|38.00\|38.90\|34.37\|651415;2026-08-03\|31.55\|-8.81\|33.61\|33.69\|31.30\|546635;2026-08-04\|34.71\|10.02\|31.86\|34.71\|30.91\|365321;2026-08-05\|38.17\|9.97\|35.19\|38.18\|34.23\|600735;2026-08-06\|37.85\|-0.84\|37.39\|38.68\|36.29\|454614;2026-08-07\|39.61\|4.65\|38.00\|40.08\|37.66\|439465;2026-08-10\|39.52\|-0.23\|39.61\|40.45\|37.80\|357385;2026-08-11\|39.72\|0.51\|39.49\|41.26\|38.99\|475497;2026-08-12\|42.85\|7.88\|40.33\|43.69\|39.29\|521196;2026-08-13\|41.65\|-2.80\|43.48\|44.23\|41.40\|477650;2026-08-14\|42.60\|2.28\|43.28\|44.92\|42.02\|503159;2026-08-17\|46.11\|8.24\|42.99\|46.11\|42.84\|400634;2026-08-18\|45.99\|-0.26\|46.11\|46.50\|44.00\|449342;2026-08-19\|41.80\|-9.11\|44.90\|45.05\|41.42\|411069;2026-08-20\|42.70\|2.15\|42.55\|43.10\|41.02\|372034;2026-08-21\|46.97\|10.00\|44.83\|46.97\|44.70\|359544;2026-08-24\|48.80\|3.90\|50.73\|51.67\|47.61\|824958;2026-08-25\|51.56\|5.66\|48.48\|52.65\|47.00\|758906;2026-08-26\|49.30\|-4.38\|51.02\|51.56\|48.00\|574266;2026-08-27\|54.23\|10.00\|51.49\|54.23\|50.00\|623353;2026-08-28\|53.33\|-1.66\|54.23\|55.31\|53.05\|661020;2026-08-31\|54.90\|2.94\|51.29\|55.46\|50.98\|596236;2026-09-01\|52.79\|-3.84\|54.95\|54.95\|52.59\|411166;2026-09-02\|58.07\|10.00\|51.51\|58.07\|51.51\|578043;2026-09-03\|63.03\|8.54\|58.00\|63.88\|57.42\|915775;2026-09-04\|58.26\|-7.57\|63.07\|63.97\|57.58\|939228;2026-09-07\|57.37\|-1.53\|57.68\|58.35\|55.30\|763438;2026-09-08\|58.59\|2.13\|57.00\|59.28\|54.25\|869090;2026-09-09\|56.82\|-3.02\|58.10\|58.30\|55.90\|566855;2026-09-10\|53.71\|-5.47\|56.10\|56.30\|53.55\|611994;2026-09-11\|53.30\|-0.76\|52.90\|53.82\|50.79\|504166;2026-09-14\|53.29\|-0.02\|53.02\|54.92\|51.90\|415981;2026-09-15\|53.36\|0.13\|52.98\|55.48\|52.44\|437458;2026-09-16\|54.42\|1.99\|52.65\|55.11\|51.56\|479091;2026-09-17\|53.35\|-1.97\|54.00\|55.47\|53.35\|362797
112776	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	人形机器人+保险杠龙头+金融资产出售行业原因：国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台。全球将会迈入机器人“军备竞赛”。公司原因： 1、据2025年12月16日公告，公司与国内某机器人公司签订采购框架协议并获人形机器人外覆盖件小批量采购订单，业务正式向人形机器人产业拓展；据2026年4月29日年报，公司将加快机器人外覆盖件研发与量产，推动从小批量向规模化突破。 2、据2026年4月29日年报，公司专业从事乘用车保险杠、汽车装饰件生产与经营，配套宝马、奔驰、北美知名电动车企等，国内保险杠市场占有率位居前二，2025年新能源汽车业务收入约24.5亿元，同比增长13.43%。 3、据2026年6月3日公告，公司于2026年4月20日至6月2日期间通过集中竞价出售江苏银行全部股票，成交金额约1.46亿元，本次交易有利于优化资产结构、盘活存量资产。	公司与国内某机器人公司签订采购框架协议并正式获得人形机器人外覆盖件小批量订单，业务正式切入人形机器人赛道	2026-05-14\|13.05\|-5.57\|13.82\|13.86\|13.03\|547573;2026-05-15\|13.83\|5.98\|13.20\|14.36\|12.98\|1130234;2026-05-18\|13.97\|1.01\|13.70\|14.20\|13.68\|872469;2026-05-19\|13.91\|-0.43\|13.97\|14.30\|13.78\|631533;2026-05-20\|14.05\|1.01\|13.75\|14.38\|13.30\|722611;2026-05-21\|15.09\|7.40\|14.00\|15.46\|13.86\|1879662;2026-05-22\|15.45\|2.39\|15.18\|15.68\|14.47\|1503576;2026-05-25\|14.87\|-3.75\|15.28\|15.33\|14.81\|891636;2026-05-26\|15.98\|7.46\|15.00\|16.36\|14.94\|1520207;2026-05-27\|15.20\|-4.88\|15.60\|16.20\|15.16\|1153070;2026-05-28\|14.60\|-3.95\|14.85\|15.09\|14.30\|779970;2026-05-29\|14.18\|-2.88\|14.61\|14.85\|13.99\|616238;2026-06-01\|13.70\|-3.38\|14.18\|14.35\|13.65\|493141;2026-06-02\|15.07\|10.00\|14.06\|15.07\|13.99\|1181401;2026-06-03\|16.58\|10.02\|15.04\|16.58\|15.04\|1480884;2026-06-04\|17.80\|7.36\|17.15\|18.24\|16.88\|1880836;2026-06-05\|17.29\|-2.87\|18.27\|18.66\|16.90\|1498653;2026-06-08\|16.51\|-4.51\|15.99\|17.08\|15.99\|982321;2026-06-09\|16.17\|-2.06\|16.52\|16.71\|15.80\|786366;2026-06-10\|15.22\|-5.88\|15.85\|15.87\|14.86\|768565;2026-06-11\|14.67\|-3.61\|14.79\|15.27\|14.49\|561943;2026-06-12\|14.40\|-1.84\|14.80\|14.95\|14.19\|780418;2026-06-15\|15.84\|10.00\|14.63\|15.84\|14.60\|426371;2026-06-16\|16.11\|1.70\|16.12\|16.63\|15.80\|1040781;2026-06-17\|15.96\|-0.93\|16.26\|16.31\|15.60\|702442;2026-06-18\|15.45\|-3.20\|15.95\|16.14\|15.43\|645331;2026-06-22\|15.18\|-1.75\|15.44\|16.00\|14.70\|691829;2026-06-23\|14.98\|-1.32\|15.03\|15.60\|14.75\|729693;2026-06-24\|14.52\|-3.07\|15.20\|15.22\|14.30\|629381;2026-06-25\|13.89\|-4.34\|14.40\|14.97\|13.81\|741880;2026-06-26\|14.13\|1.73\|14.08\|15.28\|13.78\|1159165;2026-06-29\|13.86\|-1.91\|14.19\|14.57\|13.40\|864239;2026-06-30\|14.76\|6.49\|14.32\|15.07\|13.95\|760272;2026-07-01\|15.34\|3.93\|14.51\|16.06\|14.51\|852682;2026-07-02\|16.87\|9.97\|15.78\|16.87\|15.59\|1137587;2026-07-03\|17.60\|4.33\|16.08\|18.25\|16.08\|1988587;2026-07-06\|16.75\|-4.83\|17.13\|17.18\|16.30\|1095066;2026-07-07\|16.15\|-3.58\|16.67\|17.38\|16.04\|796006;2026-07-08\|14.60\|-9.60\|16.02\|16.06\|14.60\|658608;2026-07-09\|15.18\|3.97\|14.97\|15.75\|14.86\|570457;2026-07-10\|15.61\|2.83\|15.32\|16.40\|15.19\|729416;2026-07-13\|14.05\|-9.99\|15.18\|15.30\|14.05\|567101;2026-07-14\|14.04\|-0.07\|13.95\|14.32\|13.52\|450632;2026-07-15\|14.13\|0.64\|14.25\|14.45\|13.65\|406572;2026-07-16\|13.33\|-5.66\|13.80\|14.07\|13.17\|461549;2026-07-17\|12.11\|-9.15\|13.35\|13.45\|12.03\|492248;2026-07-20\|11.18\|-7.68\|12.23\|12.33\|10.91\|525076;2026-07-21\|11.38\|1.79\|11.28\|11.43\|10.33\|536103;2026-07-22\|10.87\|-4.48\|11.27\|11.30\|10.67\|388640;2026-07-23\|11.11\|2.21\|10.87\|11.18\|10.55\|458439;2026-07-24\|10.53\|-5.22\|10.87\|10.95\|10.49\|366247;2026-07-27\|10.87\|3.23\|10.62\|11.27\|10.47\|403505;2026-07-28\|10.36\|-4.69\|10.66\|10.90\|10.30\|360445;2026-07-29\|10.27\|-0.87\|10.35\|10.58\|10.06\|436030;2026-07-30\|9.49\|-7.59\|10.20\|10.23\|9.40\|562287;2026-07-31\|10.18\|7.27\|9.85\|10.44\|9.83\|713883;2026-08-03\|10.69\|5.01\|10.38\|10.91\|10.20\|626437;2026-08-04\|11.02\|3.09\|10.86\|11.14\|10.50\|513681;2026-08-05\|11.30\|2.54\|11.04\|11.45\|11.00\|596488;2026-08-06\|11.65\|3.10\|11.20\|11.80\|11.05\|586256;2026-08-07\|11.78\|1.12\|11.73\|11.91\|11.29\|468008;2026-08-10\|11.49\|-2.46\|11.90\|11.97\|11.32\|373657;2026-08-11\|11.98\|4.26\|11.39\|12.20\|11.34\|719136;2026-08-12\|11.92\|-0.50\|11.88\|11.99\|11.75\|376298;2026-08-13\|11.90\|-0.17\|11.89\|12.20\|11.82\|429385;2026-08-14\|11.88\|-0.17\|11.90\|12.00\|11.62\|281800;2026-08-17\|12.15\|2.27\|11.93\|12.17\|11.74\|275003;2026-08-18\|12.24\|0.74\|12.15\|12.28\|11.86\|378865;2026-08-19\|11.02\|-9.97\|11.95\|12.05\|11.02\|480519;2026-08-20\|10.75\|-2.45\|11.01\|11.18\|10.64\|395533;2026-08-21\|10.92\|1.58\|10.67\|11.04\|10.65\|261887;2026-08-24\|10.74\|-1.65\|10.90\|11.08\|10.55\|223131;2026-08-25\|10.89\|1.40\|10.62\|10.98\|10.47\|230439;2026-08-26\|11.00\|1.01\|11.28\|11.55\|10.90\|486690;2026-08-27\|11.68\|6.18\|11.01\|11.73\|10.91\|568518;2026-08-28\|11.21\|-4.02\|11.60\|11.66\|11.18\|404123;2026-08-31\|11.53\|2.85\|11.08\|11.59\|11.01\|398433;2026-09-01\|11.40\|-1.13\|11.54\|11.65\|11.33\|267536;2026-09-02\|11.42\|0.18\|11.30\|11.71\|11.16\|354380;2026-09-03\|11.74\|2.80\|11.42\|11.95\|11.42\|545666;2026-09-04\|11.10\|-5.45\|11.89\|11.97\|11.02\|537217;2026-09-07\|11.70\|5.41\|11.10\|11.99\|11.10\|715407;2026-09-08\|11.91\|1.79\|11.82\|12.26\|11.55\|627667;2026-09-09\|12.16\|2.10\|11.97\|12.62\|11.97\|450742;2026-09-10\|11.71\|-3.70\|12.04\|12.10\|11.60\|350278;2026-09-11\|11.22\|-4.18\|11.60\|11.62\|10.85\|391315;2026-09-14\|11.60\|3.39\|11.14\|11.88\|10.99\|394764;2026-09-15\|11.02\|-5.00\|11.49\|11.54\|10.99\|345289;2026-09-16\|11.13\|1.00\|10.99\|11.25\|10.80\|246666;2026-09-17\|11.89\|6.83\|11.04\|12.24\|11.04\|1022964
112775	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	机器人+商业航天+海外订单 1、据2026年6月24日投资者关系活动记录表，公司机器人业务聚焦工业场景应用，以柔性自动化产线系统集成为核心，配套开展特种工业机器人、工业AI智能体的研发探索，目前已有订单落地并稳步推进项目交付。 2、据2026年6月4日国泰海通证券研报，公司于2026年5月参股大火箭公司大航跃迁，并与海德利森达成战略合作共拓等静压高端装备，或涉足火箭发动机零部件加工服务，战略布局商业航天。 3、据2026年4月28日年报，公司加速开拓海外市场，2025年全年新增订单12.3亿元，同比增长89%；期末在手订单约24亿元，其中海外在手订单超10亿元，主要来自非洲、印度、东南亚等新兴市场。	公司主要产品为智能装备及生产线，产线中包含了智能打包机器人、智能标识机器人、拆辊机器人、码垛机器人等机器人	2026-05-14\|12.61\|2.27\|12.33\|12.79\|12.14\|72043;2026-05-15\|12.51\|-0.79\|12.56\|12.82\|12.42\|64973;2026-05-18\|12.10\|-3.28\|12.50\|12.51\|11.90\|73727;2026-05-19\|11.96\|-1.16\|12.10\|12.23\|11.83\|47446;2026-05-20\|11.87\|-0.75\|11.92\|11.98\|11.65\|37946;2026-05-21\|11.36\|-4.30\|11.92\|12.09\|11.30\|54557;2026-05-22\|11.79\|3.79\|11.51\|11.93\|11.24\|54194;2026-05-25\|11.20\|-5.00\|11.72\|11.81\|11.12\|52129;2026-05-26\|10.95\|-2.23\|11.14\|11.20\|10.87\|50434;2026-05-27\|10.55\|-3.65\|10.96\|10.96\|10.48\|50539;2026-05-28\|10.49\|-0.57\|10.48\|10.66\|10.22\|52610;2026-05-29\|10.25\|-2.29\|10.50\|10.65\|10.20\|52438;2026-06-01\|10.27\|0.20\|10.38\|10.38\|10.16\|36531;2026-06-02\|10.54\|2.63\|10.20\|10.74\|9.99\|71230;2026-06-03\|11.59\|9.96\|10.44\|11.59\|10.32\|93380;2026-06-04\|12.75\|10.01\|11.48\|12.75\|11.35\|149320;2026-06-05\|14.03\|10.04\|13.55\|14.03\|12.58\|353778;2026-06-08\|15.43\|9.98\|14.28\|15.43\|13.58\|754236;2026-06-09\|15.80\|2.40\|15.25\|16.18\|14.30\|796637;2026-06-10\|14.22\|-10.00\|14.87\|15.16\|14.22\|346219;2026-06-11\|12.80\|-9.99\|13.03\|13.66\|12.80\|504145;2026-06-12\|12.02\|-6.09\|12.80\|13.25\|11.90\|531492;2026-06-15\|12.63\|5.07\|12.00\|12.67\|11.85\|350694;2026-06-16\|13.01\|3.01\|12.55\|13.10\|12.33\|292762;2026-06-17\|12.74\|-2.08\|12.96\|13.08\|12.65\|247983;2026-06-18\|12.93\|1.49\|12.60\|13.19\|12.59\|225444;2026-06-22\|12.75\|-1.39\|12.80\|12.94\|12.39\|210878;2026-06-23\|12.90\|1.18\|12.82\|13.36\|12.69\|294161;2026-06-24\|12.89\|-0.08\|12.65\|13.03\|12.17\|227138;2026-06-25\|12.10\|-6.13\|12.85\|12.85\|11.97\|240269;2026-06-26\|12.23\|1.07\|12.00\|12.99\|11.85\|226278;2026-06-29\|11.85\|-3.11\|12.13\|12.16\|11.50\|178851;2026-06-30\|12.10\|2.11\|11.81\|12.12\|11.70\|112190;2026-07-01\|12.48\|3.14\|12.00\|12.65\|11.97\|142286;2026-07-02\|13.73\|10.02\|12.40\|13.73\|12.08\|246844;2026-07-03\|14.56\|6.05\|13.94\|15.00\|13.18\|578524;2026-07-06\|14.38\|-1.24\|13.56\|15.20\|13.56\|454126;2026-07-07\|14.18\|-1.39\|14.28\|15.10\|14.10\|343941;2026-07-08\|13.15\|-7.26\|13.90\|14.24\|13.06\|373438;2026-07-09\|12.75\|-3.04\|13.39\|13.52\|12.17\|259601;2026-07-10\|12.83\|0.63\|12.75\|13.63\|12.51\|217780;2026-07-13\|11.55\|-9.98\|12.69\|12.86\|11.55\|150152;2026-07-14\|10.86\|-5.97\|11.18\|11.31\|10.60\|186329;2026-07-15\|10.69\|-1.57\|10.86\|11.05\|10.58\|135531;2026-07-16\|10.19\|-4.68\|10.70\|10.71\|10.10\|122462;2026-07-17\|9.41\|-7.65\|10.18\|10.22\|9.28\|163683;2026-07-20\|8.53\|-9.35\|9.45\|9.58\|8.47\|183510;2026-07-21\|8.70\|1.99\|8.61\|8.75\|8.02\|164644;2026-07-22\|8.43\|-3.10\|8.75\|8.83\|8.41\|122209;2026-07-23\|8.65\|2.61\|8.46\|8.67\|8.43\|109666;2026-07-24\|8.33\|-3.70\|8.58\|8.58\|8.23\|94794;2026-07-27\|8.68\|4.20\|8.34\|8.68\|8.25\|84619;2026-07-28\|8.68\|0.00\|8.55\|8.86\|8.55\|84520;2026-07-29\|8.78\|1.15\|8.69\|8.80\|8.48\|98932;2026-07-30\|8.47\|-3.53\|8.78\|8.81\|8.43\|124373;2026-07-31\|8.81\|4.01\|8.64\|8.95\|8.60\|129736;2026-08-03\|9.06\|2.84\|8.83\|9.13\|8.83\|88285;2026-08-04\|9.15\|0.99\|9.10\|9.17\|8.97\|79203;2026-08-05\|9.36\|2.30\|9.16\|9.41\|9.16\|85817;2026-08-06\|9.55\|2.03\|9.34\|9.59\|9.29\|90941;2026-08-07\|9.48\|-0.73\|9.59\|9.59\|9.29\|69379;2026-08-10\|9.59\|1.16\|9.58\|9.61\|9.33\|74421;2026-08-11\|9.54\|-0.52\|9.56\|9.65\|9.38\|50251;2026-08-12\|9.60\|0.63\|9.53\|9.63\|9.45\|52983;2026-08-13\|9.41\|-1.98\|9.65\|9.67\|9.40\|58408;2026-08-14\|9.37\|-0.43\|9.42\|9.47\|9.21\|64935;2026-08-17\|9.51\|1.49\|9.46\|9.53\|9.29\|72295;2026-08-18\|9.46\|-0.53\|9.54\|9.60\|9.33\|59227;2026-08-19\|8.88\|-6.13\|9.47\|9.47\|8.84\|74530;2026-08-20\|9.03\|1.69\|8.92\|9.10\|8.89\|59998;2026-08-21\|9.05\|0.22\|8.94\|9.10\|8.78\|45936;2026-08-24\|8.93\|-1.33\|9.04\|9.10\|8.76\|51188;2026-08-25\|9.16\|2.58\|8.82\|9.20\|8.82\|61907;2026-08-26\|9.02\|-1.53\|9.16\|9.22\|8.96\|53188;2026-08-27\|9.10\|0.89\|9.08\|9.12\|8.92\|56144;2026-08-28\|9.14\|0.44\|9.18\|9.76\|9.13\|177036;2026-08-31\|9.31\|1.86\|9.04\|9.36\|9.04\|112769;2026-09-01\|9.30\|-0.11\|9.27\|9.39\|9.18\|82236;2026-09-02\|9.21\|-0.97\|9.20\|9.28\|9.10\|56342;2026-09-03\|9.17\|-0.43\|9.21\|9.32\|9.08\|67984;2026-09-04\|9.01\|-1.74\|9.22\|9.32\|8.96\|97062;2026-09-07\|9.12\|1.22\|9.02\|9.18\|9.00\|65388;2026-09-08\|9.11\|-0.11\|9.14\|9.16\|9.05\|59958;2026-09-09\|9.01\|-1.10\|9.16\|9.16\|8.95\|50644;2026-09-10\|8.69\|-3.55\|8.84\|8.98\|8.60\|78559;2026-09-11\|8.48\|-2.42\|8.68\|8.68\|8.39\|71201;2026-09-14\|8.53\|0.59\|8.46\|8.56\|8.33\|41024;2026-09-15\|8.41\|-1.41\|8.53\|8.55\|8.39\|39052;2026-09-16\|8.60\|2.26\|8.38\|8.63\|8.33\|50672;2026-09-17\|8.63\|0.35\|8.60\|8.70\|8.50\|54065
112774	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	优必选入主+机器人概念+园林机械零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司完成董事会提前换届，优必选董事长周剑当选公司第五届董事会董事长；据2026年4月25日公告，优必选已完成要约收购，合计持有公司43.01%股份，成为控股股东。 2、据2026年6月30日投资者关系活动记录表，公司具备“电控+机械”双轮驱动能力，构成向优必选供应机电组件的坚实基础，双方拟就机电组件开展关联交易，预计2026年度交易金额不超过8,250万元不含税，其中向优必选销售机电组件8,100万元、租入资产150万元。 3、据2026年6月9日异常波动公告，公司目前不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售；据2025年年度报告，公司与STIHL、富世华、HONDA等全球知名园林机械整机厂商建立了长期合作关系。	优必选受让控股股东所持29.99%股份	2026-05-14\|57.08\|-5.45\|60.26\|60.74\|57.00\|89678;2026-05-15\|58.54\|2.56\|57.36\|60.89\|56.31\|116676;2026-05-18\|57.72\|-1.40\|58.04\|58.50\|56.83\|73451;2026-05-19\|58.92\|2.08\|58.55\|59.75\|57.39\|85582;2026-05-20\|54.58\|-7.37\|58.30\|58.38\|53.69\|140520;2026-05-21\|60.04\|10.00\|55.10\|60.04\|54.30\|188332;2026-05-22\|66.04\|9.99\|61.00\|66.04\|56.77\|301315;2026-05-25\|64.69\|-2.04\|67.13\|69.88\|64.48\|365926;2026-05-26\|66.60\|2.95\|64.51\|67.50\|61.51\|311624;2026-05-27\|59.94\|-10.00\|64.50\|67.60\|59.94\|228335;2026-05-28\|57.36\|-4.30\|59.90\|62.65\|56.31\|227858;2026-05-29\|52.55\|-8.39\|56.86\|57.55\|51.80\|212570;2026-06-01\|52.23\|-0.61\|52.56\|53.86\|51.79\|111597;2026-06-02\|52.45\|0.42\|54.00\|54.06\|51.00\|100826;2026-06-03\|52.60\|0.29\|52.13\|54.81\|51.90\|114494;2026-06-04\|57.86\|10.00\|52.37\|57.86\|51.88\|88594;2026-06-05\|59.64\|3.08\|58.78\|61.53\|55.72\|252073;2026-06-08\|65.60\|9.99\|58.59\|65.60\|58.29\|195292;2026-06-09\|68.73\|4.77\|65.31\|69.62\|65.31\|329969;2026-06-10\|68.88\|0.22\|68.00\|75.40\|67.25\|345979;2026-06-11\|64.88\|-5.81\|68.37\|68.78\|63.01\|249599;2026-06-12\|64.51\|-0.57\|65.80\|66.96\|64.01\|160900;2026-06-15\|65.40\|1.38\|65.20\|66.15\|63.36\|143594;2026-06-16\|71.94\|10.00\|65.40\|71.94\|65.40\|126528;2026-06-17\|76.02\|5.67\|72.90\|76.87\|70.00\|261433;2026-06-18\|74.81\|-1.59\|76.88\|83.62\|74.50\|267420;2026-06-22\|75.06\|0.33\|74.91\|78.50\|72.35\|188591;2026-06-23\|71.96\|-4.13\|74.00\|74.53\|71.44\|124307;2026-06-24\|74.38\|3.36\|73.00\|74.98\|70.84\|149828;2026-06-25\|66.94\|-10.00\|72.82\|73.11\|66.94\|144783;2026-06-26\|62.54\|-6.57\|66.30\|66.94\|62.51\|133640;2026-06-29\|62.71\|0.27\|62.54\|65.50\|61.01\|103586;2026-06-30\|68.98\|10.00\|63.89\|68.98\|63.30\|95363;2026-07-01\|64.80\|-6.06\|68.29\|69.88\|63.00\|224271;2026-07-02\|71.28\|10.00\|65.76\|71.28\|65.00\|144038;2026-07-03\|75.34\|5.70\|71.53\|78.41\|69.54\|403050;2026-07-06\|79.60\|5.65\|73.34\|81.90\|71.50\|354583;2026-07-07\|71.64\|-10.00\|77.07\|77.51\|71.64\|176916;2026-07-08\|64.43\|-10.00\|68.23\|69.50\|64.43\|125888;2026-07-09\|60.21\|-6.55\|59.08\|61.72\|57.99\|243052;2026-07-10\|58.64\|-2.61\|58.92\|61.78\|58.00\|202050;2026-07-13\|52.78\|-9.99\|57.00\|57.95\|52.78\|154252;2026-07-14\|52.88\|0.19\|52.60\|53.18\|50.50\|116239;2026-07-15\|51.26\|-3.06\|52.06\|53.18\|50.76\|93526;2026-07-16\|50.45\|-1.58\|50.80\|53.82\|50.28\|107492;2026-07-17\|49.00\|-2.87\|50.99\|53.43\|47.47\|149041;2026-07-20\|44.10\|-10.00\|49.12\|50.00\|44.10\|128527;2026-07-21\|44.61\|1.16\|43.27\|44.63\|39.69\|182731;2026-07-22\|43.20\|-3.16\|44.41\|45.09\|42.73\|108243;2026-07-23\|44.03\|1.92\|43.26\|44.84\|42.53\|88193;2026-07-24\|42.05\|-4.50\|43.00\|43.75\|41.78\|62102;2026-07-27\|44.28\|5.30\|42.03\|44.28\|41.58\|76386;2026-07-28\|44.59\|0.70\|44.55\|48.33\|44.27\|146163;2026-07-29\|43.55\|-2.33\|44.73\|45.73\|42.61\|106033;2026-07-30\|40.82\|-6.27\|43.16\|43.30\|40.42\|104980;2026-07-31\|44.90\|10.00\|42.80\|44.90\|42.80\|80573;2026-08-03\|46.22\|2.94\|46.00\|47.80\|45.20\|148932;2026-08-04\|48.02\|3.89\|47.17\|48.29\|45.01\|125669;2026-08-05\|49.50\|3.08\|47.91\|49.98\|47.76\|120604;2026-08-06\|50.77\|2.57\|49.03\|51.68\|48.10\|153397;2026-08-07\|52.18\|2.78\|51.40\|52.80\|50.30\|127423;2026-08-10\|51.16\|-1.95\|52.88\|52.97\|50.20\|92894;2026-08-11\|51.45\|0.57\|50.94\|52.43\|50.56\|92088;2026-08-12\|51.98\|1.03\|51.91\|52.21\|51.10\|66163;2026-08-13\|51.40\|-1.12\|52.34\|53.66\|51.40\|80794;2026-08-14\|51.23\|-0.33\|51.71\|52.00\|49.81\|62399;2026-08-17\|52.41\|2.30\|52.16\|52.76\|51.39\|60466;2026-08-18\|54.81\|4.58\|53.45\|55.67\|52.20\|161835;2026-08-19\|49.33\|-10.00\|53.17\|54.28\|49.33\|120008;2026-08-20\|47.23\|-4.26\|48.85\|49.00\|46.00\|106020;2026-08-21\|48.23\|2.12\|47.22\|48.78\|46.80\|59235;2026-08-24\|46.17\|-4.27\|48.23\|48.26\|45.33\|56155;2026-08-25\|46.94\|1.67\|46.00\|47.36\|45.51\|50795;2026-08-26\|46.14\|-1.70\|46.95\|47.21\|45.50\|43066;2026-08-27\|46.91\|1.67\|46.50\|47.30\|46.00\|49920;2026-08-28\|45.90\|-2.15\|46.48\|47.16\|45.78\|47007;2026-08-31\|46.33\|0.94\|47.00\|47.00\|45.21\|58778;2026-09-01\|45.27\|-2.29\|46.30\|46.84\|45.17\|48107;2026-09-02\|44.60\|-1.48\|44.60\|45.18\|44.10\|39331;2026-09-03\|45.26\|1.48\|44.83\|46.20\|44.80\|52992;2026-09-04\|43.68\|-3.49\|45.98\|45.99\|43.38\|60111;2026-09-07\|45.05\|3.14\|43.80\|46.00\|43.80\|65275;2026-09-08\|44.26\|-1.75\|45.02\|45.70\|44.16\|42112;2026-09-09\|43.21\|-2.37\|44.57\|44.62\|42.93\|40140;2026-09-10\|42.05\|-2.68\|42.79\|42.79\|41.82\|37353;2026-09-11\|40.83\|-2.90\|41.50\|41.67\|40.00\|48711;2026-09-14\|41.24\|1.00\|40.83\|41.80\|39.91\|43350;2026-09-15\|40.41\|-2.01\|41.50\|41.58\|40.11\|29190;2026-09-16\|40.98\|1.41\|40.31\|41.25\|40.00\|42214;2026-09-17\|41.00\|0.05\|40.90\|41.63\|40.50\|44989
112773	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	人形机器人+数控螺纹磨床+高端数控机床行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司已具备用于行星滚柱丝杠副加工的高精数控螺纹磨削设备生产能力，SK76系列数控内螺纹磨床适用于人形机器人零部件精密加工，已与贝斯特、五洲新春、三联锻造、领益智造等客户签署合同或达成战略合作。 2、据2025年年度报告，公司正在研发丝杠螺母装配线项目，旨在切入新能源、人形机器人等行业赛道，提供全自动检测装配生产线，预计2026年10月前完成设计及部分核心样机交付。 3、据2025年年度报告及2026年6月12日投资者关系活动记录表，公司定位于高端数控机床，拥有完整产业链，已成为集柔性线制造、系统集成于一体的综合性智能制造装备提供商，在中国轴承制造装备领域市场占有率名列前茅。	1、公司拥有桁架机械手直角坐标机器人方面的专利，并已大量应用到自动化连线设备；一季度扭亏为盈； 2、公司产品涵盖了数控车床、高端磨床及柔性化生产线等，公司数控机床产品数控化率100%，行业排名第一	2026-05-14\|6.73\|0.45\|6.69\|7.15\|6.60\|955289;2026-05-15\|6.93\|2.97\|6.71\|7.12\|6.68\|1000798;2026-05-18\|6.69\|-3.46\|6.88\|6.88\|6.61\|698247;2026-05-19\|6.74\|0.75\|6.66\|6.80\|6.65\|396836;2026-05-20\|6.53\|-3.12\|6.69\|6.74\|6.51\|456068;2026-05-21\|6.44\|-1.38\|6.54\|6.71\|6.40\|408065;2026-05-22\|6.53\|1.40\|6.47\|6.60\|6.30\|335940;2026-05-25\|6.40\|-1.99\|6.55\|6.61\|6.30\|296038;2026-05-26\|6.25\|-2.34\|6.37\|6.45\|6.16\|336953;2026-05-27\|5.95\|-4.80\|6.21\|6.21\|5.90\|377259;2026-05-28\|6.14\|3.19\|5.95\|6.18\|5.88\|295324;2026-05-29\|5.87\|-4.40\|6.12\|6.20\|5.81\|250590;2026-06-01\|5.88\|0.17\|5.84\|5.97\|5.78\|224941;2026-06-02\|5.76\|-2.04\|5.89\|5.98\|5.70\|217313;2026-06-03\|5.69\|-1.22\|5.74\|5.86\|5.61\|222538;2026-06-04\|6.26\|10.02\|5.62\|6.26\|5.61\|529960;2026-06-05\|6.35\|1.44\|6.21\|6.51\|5.95\|835913;2026-06-08\|6.40\|0.79\|6.17\|6.49\|6.15\|755223;2026-06-09\|6.74\|5.31\|6.50\|7.04\|6.42\|957576;2026-06-10\|6.58\|-2.37\|6.65\|6.88\|6.48\|743115;2026-06-11\|6.45\|-1.98\|6.51\|6.60\|6.34\|528058;2026-06-12\|6.41\|-0.62\|6.59\|6.72\|6.38\|479028;2026-06-15\|6.68\|4.21\|6.67\|6.88\|6.48\|618344;2026-06-16\|6.93\|3.74\|6.66\|6.93\|6.61\|650266;2026-06-17\|6.89\|-0.58\|6.87\|7.07\|6.82\|531155;2026-06-18\|6.98\|1.31\|6.86\|7.05\|6.80\|498048;2026-06-22\|6.74\|-3.44\|6.92\|6.92\|6.49\|530362;2026-06-23\|6.87\|1.93\|6.67\|7.22\|6.62\|529076;2026-06-24\|7.56\|10.04\|6.85\|7.56\|6.60\|814004;2026-06-25\|7.37\|-2.51\|7.48\|7.59\|7.09\|1242103;2026-06-26\|6.87\|-6.78\|7.31\|7.37\|6.86\|753052;2026-06-29\|6.72\|-2.18\|6.86\|7.15\|6.57\|700513;2026-06-30\|6.91\|2.83\|6.67\|6.96\|6.58\|557169;2026-07-01\|7.05\|2.03\|6.86\|7.30\|6.83\|567526;2026-07-02\|7.02\|-0.43\|6.96\|7.33\|6.96\|741802;2026-07-03\|7.72\|9.97\|7.19\|7.72\|7.10\|670877;2026-07-06\|7.68\|-0.52\|7.99\|8.22\|7.60\|1770438;2026-07-07\|7.80\|1.56\|7.60\|8.05\|7.54\|1354655;2026-07-08\|7.02\|-10.00\|7.51\|7.58\|7.02\|591150;2026-07-09\|6.67\|-4.99\|6.41\|6.85\|6.32\|1134510;2026-07-10\|6.72\|0.75\|6.60\|6.98\|6.54\|882261;2026-07-13\|6.05\|-9.97\|6.65\|6.71\|6.05\|654163;2026-07-14\|6.04\|-0.17\|5.97\|6.09\|5.78\|528348;2026-07-15\|6.05\|0.17\|6.12\|6.30\|5.99\|526540;2026-07-16\|5.93\|-1.98\|5.99\|6.16\|5.90\|426268;2026-07-17\|5.48\|-7.59\|5.93\|5.99\|5.42\|529701;2026-07-20\|5.13\|-6.39\|5.53\|5.57\|5.05\|508997;2026-07-21\|5.24\|2.14\|5.16\|5.25\|4.80\|445454;2026-07-22\|5.08\|-3.05\|5.20\|5.29\|5.06\|316719;2026-07-23\|5.36\|5.51\|5.16\|5.48\|5.10\|467096;2026-07-24\|5.24\|-2.24\|5.27\|5.33\|5.19\|250387;2026-07-27\|5.40\|3.05\|5.17\|5.40\|5.13\|263201;2026-07-28\|5.44\|0.74\|5.33\|5.60\|5.31\|312866;2026-07-29\|5.52\|1.47\|5.50\|5.55\|5.38\|295694;2026-07-30\|5.33\|-3.44\|5.48\|5.53\|5.33\|303642;2026-07-31\|5.50\|3.19\|5.48\|5.59\|5.46\|304485;2026-08-03\|5.63\|2.36\|5.56\|5.66\|5.52\|247318;2026-08-04\|5.69\|1.07\|5.69\|5.71\|5.59\|235838;2026-08-05\|5.68\|-0.18\|5.67\|5.78\|5.63\|308516;2026-08-06\|5.72\|0.70\|5.63\|5.76\|5.59\|278780;2026-08-07\|5.77\|0.87\|5.72\|5.77\|5.52\|268268;2026-08-10\|5.95\|3.12\|5.78\|6.02\|5.65\|394369;2026-08-11\|5.99\|0.67\|6.00\|6.08\|5.86\|451511;2026-08-12\|6.59\|10.02\|5.98\|6.59\|5.93\|633058;2026-08-13\|6.39\|-3.03\|6.59\|6.66\|6.36\|930169;2026-08-14\|6.65\|4.07\|6.39\|7.03\|6.23\|1205686;2026-08-17\|6.54\|-1.65\|6.48\|6.59\|6.42\|773429;2026-08-18\|6.85\|4.74\|6.48\|7.02\|6.37\|1022635;2026-08-19\|6.17\|-9.93\|6.62\|6.63\|6.17\|599082;2026-08-20\|5.99\|-2.92\|6.09\|6.18\|5.91\|430754;2026-08-21\|5.94\|-0.83\|5.90\|5.98\|5.82\|301126;2026-08-24\|5.79\|-2.53\|5.98\|6.02\|5.69\|303797;2026-08-25\|6.15\|6.22\|5.76\|6.22\|5.71\|423602;2026-08-26\|6.21\|0.98\|6.15\|6.39\|6.12\|391077;2026-08-27\|6.34\|2.09\|6.21\|6.35\|6.16\|348042;2026-08-28\|6.27\|-1.10\|6.34\|6.35\|6.25\|247648;2026-08-31\|6.52\|3.99\|6.18\|6.53\|6.17\|467005;2026-09-01\|6.47\|-0.77\|6.47\|6.51\|6.41\|284502;2026-09-02\|6.50\|0.46\|6.47\|6.55\|6.42\|329114;2026-09-03\|6.54\|0.62\|6.56\|6.59\|6.45\|347885;2026-09-04\|6.40\|-2.14\|6.56\|6.58\|6.33\|365793;2026-09-07\|6.46\|0.94\|6.44\|6.51\|6.38\|210286;2026-09-08\|6.50\|0.62\|6.45\|6.51\|6.42\|252268;2026-09-09\|6.48\|-0.31\|6.49\|6.50\|6.31\|257688;2026-09-10\|6.34\|-2.16\|6.43\|6.47\|6.30\|186340;2026-09-11\|6.22\|-1.89\|6.29\|6.32\|6.11\|252126;2026-09-14\|6.16\|-0.96\|6.17\|6.27\|6.15\|160245;2026-09-15\|5.90\|-4.22\|6.19\|6.19\|5.88\|225366;2026-09-16\|6.06\|2.71\|5.90\|6.10\|5.86\|194486;2026-09-17\|6.17\|1.82\|6.03\|6.23\|5.98\|219180
112772	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	人形机器人+电子皮肤+北美工厂+传感器 1、据2025年8月28日半年报，公司以布局柔性触觉传感产品为契机切入人形机器人领域，电子皮肤样品成功研发并完成部分头部客户送样，将利用美国日盈在北美本土化产能的优势，积极拓展海外头部具身智能客户。 2、据2026年3月28日年报及2026年4月9日投资者关系活动记录表，公司全资孙公司美国日盈在美国密歇根州建设的美国工厂已投入使用，设有洁净室车间，可满足传感器等产品生产，完成从“产品出口”到“产能出海”的升级，并有助于拓展北美具身智能客户。 3、据2025年年度报告，公司汽车零部件业务已构建涵盖“感知-传输-控制-执行”的产品体系，其收购的惠昌传感器掌握NTC温度传感器芯片配方调制、烧结、封装检测等完整流程，PM2.5传感器、雨量传感器等汽车电子产品已批量供货一汽大众、上汽大众等主机厂。	公司压阻式的电子皮肤样品已研发成功，在人形机器人新领域，公司以布局柔性触觉传感电子皮肤新产品为契机，结合发展战略及市场需求加快布局柔性线束等其他人形机器人产品	2026-05-14\|68.52\|-1.42\|69.18\|71.17\|68.50\|43860;2026-05-15\|68.72\|0.29\|68.50\|71.60\|65.81\|71768;2026-05-18\|67.51\|-1.76\|67.08\|68.51\|66.78\|48842;2026-05-19\|67.48\|-0.04\|67.93\|70.40\|67.35\|35604;2026-05-20\|66.39\|-1.62\|67.08\|68.26\|66.00\|35544;2026-05-21\|68.35\|2.95\|66.50\|70.86\|66.50\|76797;2026-05-22\|70.29\|2.84\|68.36\|71.80\|66.30\|68613;2026-05-25\|70.77\|0.68\|70.33\|72.20\|69.93\|46994;2026-05-26\|67.85\|-4.13\|70.01\|71.08\|66.50\|57113;2026-05-27\|64.60\|-4.79\|67.60\|67.80\|63.74\|44986;2026-05-28\|61.51\|-4.78\|64.11\|64.67\|60.18\|44038;2026-05-29\|55.36\|-10.00\|61.54\|62.08\|55.36\|51907;2026-06-01\|55.97\|1.10\|55.49\|57.76\|55.49\|40988;2026-06-02\|54.48\|-2.66\|55.90\|57.34\|54.19\|30460;2026-06-03\|54.22\|-0.48\|55.25\|56.31\|53.50\|40530;2026-06-04\|59.64\|10.00\|54.22\|59.64\|53.12\|57941;2026-06-05\|60.96\|2.21\|59.99\|62.01\|57.66\|76953;2026-06-08\|60.03\|-1.53\|59.90\|62.37\|58.50\|51824;2026-06-09\|60.47\|0.73\|60.62\|61.00\|57.89\|40695;2026-06-10\|56.60\|-6.40\|60.27\|60.27\|56.06\|32117;2026-06-11\|54.28\|-4.10\|56.13\|56.33\|53.44\|31208;2026-06-12\|54.35\|0.13\|55.12\|59.25\|54.02\|33519;2026-06-15\|56.18\|3.37\|55.90\|57.99\|55.70\|38258;2026-06-16\|56.69\|0.91\|55.97\|58.57\|54.60\|49824;2026-06-17\|56.62\|-0.12\|56.41\|59.48\|55.66\|49808;2026-06-18\|53.38\|-5.72\|57.09\|57.30\|52.00\|69048;2026-06-22\|50.52\|-5.36\|52.50\|53.22\|49.50\|62235;2026-06-23\|51.99\|2.91\|51.25\|53.68\|50.00\|51929;2026-06-24\|50.15\|-3.54\|51.98\|51.99\|49.50\|33704;2026-06-25\|48.45\|-3.39\|49.86\|50.08\|48.00\|40982;2026-06-26\|45.30\|-6.50\|47.73\|47.82\|45.28\|32239;2026-06-29\|44.01\|-2.85\|45.50\|45.53\|42.00\|45131;2026-06-30\|45.63\|3.68\|44.80\|46.58\|43.71\|42559;2026-07-01\|47.07\|3.16\|45.63\|48.68\|45.63\|43678;2026-07-02\|51.78\|10.01\|49.40\|51.78\|49.11\|28621;2026-07-03\|56.96\|10.00\|53.85\|56.96\|53.33\|71673;2026-07-06\|54.57\|-4.20\|56.93\|59.58\|54.23\|103963;2026-07-07\|53.50\|-1.96\|54.57\|58.31\|53.20\|80010;2026-07-08\|48.79\|-8.80\|54.03\|54.20\|48.79\|54994;2026-07-09\|48.79\|0.00\|49.90\|49.90\|46.68\|44351;2026-07-10\|53.67\|10.00\|50.44\|53.67\|49.50\|38849;2026-07-13\|51.11\|-4.77\|52.60\|55.00\|50.20\|65327;2026-07-14\|49.94\|-2.29\|51.14\|52.50\|48.58\|39072;2026-07-15\|48.29\|-3.30\|50.43\|50.89\|47.74\|32336;2026-07-16\|47.50\|-1.64\|47.88\|49.25\|47.11\|27508;2026-07-17\|43.28\|-8.88\|47.78\|47.80\|42.90\|34645;2026-07-20\|39.93\|-7.74\|43.16\|44.26\|39.08\|43957;2026-07-21\|41.00\|2.68\|40.80\|41.13\|36.32\|60814;2026-07-22\|39.72\|-3.12\|40.22\|40.91\|39.12\|31684;2026-07-23\|38.57\|-2.90\|39.44\|39.91\|37.75\|42568;2026-07-24\|37.63\|-2.44\|37.00\|38.48\|37.00\|37192;2026-07-27\|39.30\|4.44\|36.69\|39.38\|36.69\|32450;2026-07-28\|37.87\|-3.64\|39.00\|39.97\|37.77\|25207;2026-07-29\|36.84\|-2.72\|37.78\|38.33\|36.02\|36007;2026-07-30\|34.32\|-6.84\|36.59\|36.80\|34.17\|36652;2026-07-31\|37.75\|9.99\|35.60\|37.75\|35.60\|34347;2026-08-03\|37.45\|-0.79\|38.17\|39.09\|37.30\|43690;2026-08-04\|40.28\|7.56\|37.45\|41.00\|37.35\|57689;2026-08-05\|41.33\|2.61\|41.00\|42.08\|39.60\|52150;2026-08-06\|41.21\|-0.29\|40.82\|42.30\|40.46\|39885;2026-08-07\|41.84\|1.53\|41.69\|41.88\|40.54\|27509;2026-08-10\|42.36\|1.24\|42.68\|42.72\|40.74\|34634;2026-08-11\|43.17\|1.91\|42.33\|43.67\|41.33\|41523;2026-08-12\|43.30\|0.30\|42.87\|43.88\|42.60\|24811;2026-08-13\|42.75\|-1.27\|43.44\|45.50\|42.69\|41775;2026-08-14\|41.95\|-1.87\|42.76\|43.83\|41.20\|30875;2026-08-17\|46.15\|10.01\|42.24\|46.15\|42.00\|48186;2026-08-18\|44.74\|-3.06\|46.14\|46.14\|44.29\|56734;2026-08-19\|40.28\|-9.97\|44.27\|44.55\|40.27\|48742;2026-08-20\|41.10\|2.04\|40.96\|41.69\|39.75\|27896;2026-08-21\|41.06\|-0.10\|40.68\|41.35\|40.17\|18636;2026-08-24\|40.92\|-0.34\|41.09\|42.27\|40.15\|23446;2026-08-25\|41.37\|1.10\|40.52\|41.62\|39.70\|17437;2026-08-26\|43.56\|5.29\|41.61\|45.51\|41.40\|78787;2026-08-27\|44.94\|3.17\|42.91\|45.51\|42.56\|60588;2026-08-28\|42.81\|-4.74\|44.00\|45.69\|42.81\|38834;2026-08-31\|46.00\|7.45\|42.43\|47.00\|41.92\|61258;2026-09-01\|46.30\|0.65\|45.87\|48.90\|45.85\|56463;2026-09-02\|46.12\|-0.39\|46.18\|46.92\|45.29\|35064;2026-09-03\|45.84\|-0.61\|46.40\|47.20\|45.01\|29772;2026-09-04\|43.05\|-6.09\|47.88\|49.68\|42.68\|61141;2026-09-07\|47.36\|10.01\|43.81\|47.36\|43.10\|67048;2026-09-08\|46.01\|-2.85\|47.61\|48.30\|45.90\|67952;2026-09-09\|45.50\|-1.11\|46.01\|46.92\|45.42\|35624;2026-09-10\|43.75\|-3.85\|45.28\|45.29\|43.51\|31453;2026-09-11\|41.38\|-5.42\|43.60\|43.60\|40.19\|39576;2026-09-14\|42.29\|2.20\|41.29\|42.97\|40.61\|29835;2026-09-15\|41.11\|-2.79\|41.95\|42.48\|41.04\|27263;2026-09-16\|41.37\|0.63\|41.11\|41.89\|40.31\|20032;2026-09-17\|43.55\|5.27\|41.43\|44.10\|40.88\|49377
112771	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	稀土永磁+机器人概念+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年5月8日机构调研，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段；据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售。 2、据2025年年度报告，高性能钕铁硼永磁材料是工业机器人伺服电机的核心材料，公司高性能磁材产品在工业机器人电机等领域不断取得突破。 3、据2026年4月30日公告，公司2026年一季度实现营收25.12亿元，同比增长74.93%；归母净利润2.16亿元，同比增长595.21%。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域	2026-05-14\|28.46\|-2.17\|29.28\|29.61\|28.36\|355938;2026-05-15\|27.95\|-1.79\|28.86\|28.90\|27.48\|318539;2026-05-18\|27.45\|-1.79\|27.68\|28.15\|26.93\|301195;2026-05-19\|27.37\|-0.29\|27.23\|27.66\|26.00\|279503;2026-05-20\|30.11\|10.01\|27.09\|30.11\|27.01\|410236;2026-05-21\|28.43\|-5.58\|30.25\|30.53\|28.00\|469357;2026-05-22\|29.06\|2.22\|28.30\|29.78\|28.30\|329816;2026-05-25\|31.97\|10.01\|29.30\|31.97\|29.09\|448590;2026-05-26\|32.59\|1.94\|33.10\|33.50\|31.34\|530488;2026-05-27\|30.97\|-4.97\|32.60\|32.82\|30.71\|350475;2026-05-28\|31.30\|1.07\|30.98\|31.98\|30.98\|341727;2026-05-29\|29.47\|-5.85\|31.19\|31.19\|29.17\|347333;2026-06-01\|28.59\|-2.99\|29.41\|30.07\|28.29\|278020;2026-06-02\|30.15\|5.46\|28.60\|30.88\|27.79\|351154;2026-06-03\|32.82\|8.86\|30.61\|33.17\|30.31\|782234;2026-06-04\|36.10\|9.99\|32.00\|36.10\|31.35\|734849;2026-06-05\|31.17\|3.90\|30.59\|33.00\|30.59\|1351988;2026-06-08\|31.43\|0.83\|30.00\|33.63\|29.95\|1006890;2026-06-09\|32.80\|4.36\|32.23\|34.47\|32.10\|899431;2026-06-10\|31.70\|-3.35\|32.81\|33.22\|30.50\|622640;2026-06-11\|30.59\|-3.50\|31.70\|32.59\|29.58\|718747;2026-06-12\|29.33\|-4.12\|30.60\|31.62\|29.08\|750220;2026-06-15\|30.57\|4.23\|29.59\|30.91\|28.60\|669304;2026-06-16\|33.63\|10.01\|30.60\|33.63\|30.18\|449739;2026-06-17\|34.22\|1.75\|34.23\|34.85\|33.08\|919120;2026-06-18\|36.10\|5.49\|33.64\|36.61\|33.56\|732638;2026-06-22\|35.97\|-0.36\|36.00\|36.45\|34.38\|769044;2026-06-23\|32.37\|-10.01\|35.26\|35.45\|32.37\|614884;2026-06-24\|31.42\|-2.93\|31.99\|32.00\|30.40\|701418;2026-06-25\|30.75\|-2.13\|31.43\|32.31\|30.51\|608372;2026-06-26\|28.32\|-7.90\|30.73\|30.74\|27.71\|716223;2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.25\|-5.86\|22.00\|22.18\|20.00\|288389;2026-07-16\|19.25\|-4.94\|20.23\|20.54\|18.95\|325127;2026-07-17\|17.60\|-8.57\|19.35\|19.44\|17.40\|335314;2026-07-20\|15.91\|-9.60\|18.09\|18.30\|15.84\|410726;2026-07-21\|17.39\|9.30\|16.39\|17.44\|14.58\|464651;2026-07-22\|17.37\|-0.12\|17.43\|18.07\|17.01\|413650;2026-07-23\|17.63\|1.50\|17.54\|17.93\|17.20\|284763;2026-07-24\|16.81\|-4.65\|17.39\|17.48\|16.56\|265212;2026-07-27\|17.74\|5.53\|16.98\|18.02\|16.76\|317338;2026-07-28\|17.05\|-3.89\|17.54\|18.16\|16.91\|268097;2026-07-29\|16.82\|-1.35\|17.17\|17.20\|16.24\|304761;2026-07-30\|15.76\|-6.30\|16.79\|17.02\|15.48\|364124;2026-07-31\|15.95\|1.21\|16.66\|17.10\|15.93\|340204;2026-08-03\|16.03\|0.50\|15.90\|16.45\|15.52\|297733;2026-08-04\|17.21\|7.36\|16.21\|17.37\|15.92\|400383;2026-08-05\|18.03\|4.76\|17.19\|18.30\|17.18\|557487;2026-08-06\|18.55\|2.88\|18.10\|19.26\|17.98\|598160;2026-08-07\|19.21\|3.56\|18.55\|19.58\|18.50\|659037;2026-08-10\|20.10\|4.63\|19.49\|20.19\|19.30\|634980;2026-08-11\|19.56\|-2.69\|19.68\|20.11\|19.21\|489141;2026-08-12\|19.93\|1.89\|19.60\|20.13\|19.33\|327374;2026-08-13\|19.53\|-2.01\|20.09\|20.40\|19.50\|330908;2026-08-14\|21.48\|9.98\|19.61\|21.48\|19.61\|503024;2026-08-17\|21.09\|-1.82\|21.95\|21.98\|20.70\|614956;2026-08-18\|20.72\|-1.75\|21.13\|21.38\|20.36\|440254;2026-08-19\|19.21\|-7.29\|20.01\|20.76\|19.16\|400258;2026-08-20\|19.20\|-0.05\|20.03\|20.20\|18.99\|338445;2026-08-21\|19.45\|1.30\|19.10\|19.55\|18.73\|276554;2026-08-24\|19.03\|-2.16\|19.68\|19.71\|18.59\|299725;2026-08-25\|18.85\|-0.95\|18.76\|19.26\|18.36\|316896;2026-08-26\|19.00\|0.80\|18.92\|19.26\|18.45\|277483;2026-08-27\|19.51\|2.68\|18.92\|19.60\|18.85\|298444;2026-08-28\|19.15\|-1.85\|19.52\|19.62\|19.06\|248681;2026-08-31\|19.42\|1.41\|18.77\|19.43\|18.50\|204152;2026-09-01\|18.74\|-3.50\|19.43\|19.49\|18.69\|225161;2026-09-02\|18.38\|-1.92\|18.47\|18.59\|18.15\|167230;2026-09-03\|18.37\|-0.05\|18.53\|18.69\|18.11\|157365;2026-09-04\|17.47\|-4.90\|18.51\|18.73\|17.30\|278571;2026-09-07\|18.02\|3.15\|17.50\|18.13\|17.43\|194303;2026-09-08\|17.80\|-1.22\|18.03\|18.10\|17.69\|136068;2026-09-09\|17.99\|1.07\|17.77\|18.13\|17.70\|151030;2026-09-10\|17.88\|-0.61\|17.90\|18.09\|17.65\|117492;2026-09-11\|17.38\|-2.80\|17.60\|17.69\|16.90\|169811;2026-09-14\|17.43\|0.29\|17.37\|17.64\|17.02\|110395;2026-09-15\|18.15\|4.13\|17.43\|18.42\|17.35\|244797;2026-09-16\|18.43\|1.54\|18.13\|18.57\|17.76\|248382;2026-09-17\|17.86\|-3.09\|18.41\|18.78\|17.85\|194683
112770	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	机器人+智能驾驶+底盘系统 1、据2025年9月13日公告，公司以增资形式向同川科技投资，将围绕具身智能机器人领域开展深度合作，实现从智能电动汽车业务向机器人业务的拓展。 2、据2026年5月27日互动易，公司线控制动产品具备适配高阶智能驾驶的能力，参股公司恒创智行正推进路试验证，预计首发应用于无人场景区域车辆，且与相关客户的技术合作和产品验证正在开展中。 3、据2026年5月11日投资者关系管理信息及2025年年度报告，公司是行业领先的汽车底盘控制系统供应商，拥有“产业化、系列化、成套化”的完整产业链，已完成向电动化、智能化底盘系统综合解决方案提供商的转型，铝合金定钳等产品为头部新能源车企批量供货。	1、公司以增资形式向同川科技投资，将围绕具身智能机器人领域开展深度合作，实现从智能电动汽车业务向机器人业务的拓展； 2、公司完成了AEBS+EBS的系统软硬件研发，可以为客户提供基于AEBS+EBS的整体解决方案	2026-05-14\|12.43\|-3.57\|12.98\|12.99\|12.43\|124362;2026-05-15\|12.58\|1.21\|12.43\|12.81\|12.37\|102782;2026-05-18\|13.35\|6.12\|12.50\|13.50\|12.44\|275036;2026-05-19\|13.38\|0.22\|13.31\|13.84\|13.22\|185047;2026-05-20\|12.97\|-3.06\|13.35\|13.54\|12.97\|132935;2026-05-21\|13.03\|0.46\|13.05\|13.38\|13.01\|164431;2026-05-22\|13.00\|-0.23\|13.13\|13.25\|12.86\|112718;2026-05-25\|13.07\|0.54\|12.86\|13.18\|12.70\|120564;2026-05-26\|12.81\|-1.99\|12.90\|13.12\|12.65\|111988;2026-05-27\|12.45\|-2.81\|12.71\|12.96\|12.30\|110575;2026-05-28\|12.18\|-1.54\|12.34\|12.36\|11.84\|131263;2026-05-29\|11.50\|-5.58\|12.17\|12.27\|11.39\|146958;2026-06-01\|11.56\|0.52\|11.41\|11.69\|11.28\|94263;2026-06-02\|11.54\|-0.17\|11.56\|11.66\|11.29\|82430;2026-06-03\|11.31\|-1.99\|11.50\|11.53\|11.19\|85587;2026-06-04\|12.44\|9.99\|11.51\|12.44\|11.51\|157558;2026-06-05\|12.04\|-3.22\|12.45\|12.70\|11.79\|280388;2026-06-08\|11.77\|-2.24\|11.65\|12.15\|11.50\|166763;2026-06-09\|11.78\|0.09\|11.89\|12.13\|11.53\|143412;2026-06-10\|11.23\|-4.67\|11.53\|11.72\|11.16\|134428;2026-06-11\|10.83\|-3.56\|10.98\|11.15\|10.75\|117361;2026-06-12\|10.96\|1.20\|11.15\|11.16\|10.79\|83784;2026-06-15\|11.21\|2.28\|11.04\|11.28\|11.04\|74184;2026-06-16\|11.21\|0.00\|11.21\|11.28\|11.02\|65903;2026-06-17\|11.01\|-1.78\|11.15\|11.23\|10.91\|70272;2026-06-18\|10.91\|-0.91\|10.94\|11.04\|10.79\|63837;2026-06-22\|10.71\|-1.83\|10.82\|10.96\|10.36\|105260;2026-06-23\|10.78\|0.65\|10.67\|11.16\|10.55\|86784;2026-06-24\|10.50\|-2.60\|10.85\|10.88\|10.41\|84114;2026-06-25\|10.16\|-3.24\|10.51\|10.60\|10.10\|97501;2026-06-26\|9.95\|-2.07\|10.10\|10.25\|9.90\|85835;2026-06-29\|9.80\|-1.51\|9.87\|9.94\|9.55\|88552;2026-06-30\|10.00\|2.04\|9.86\|10.12\|9.74\|79369;2026-07-01\|10.01\|0.10\|10.05\|10.17\|9.97\|65008;2026-07-02\|10.02\|0.10\|9.98\|10.30\|9.92\|81549;2026-07-03\|10.39\|3.69\|10.01\|10.49\|10.01\|105655;2026-07-06\|10.17\|-2.12\|10.48\|10.58\|10.15\|65208;2026-07-07\|9.93\|-2.36\|10.20\|10.30\|9.88\|65709;2026-07-08\|9.64\|-2.92\|9.91\|9.93\|9.58\|61064;2026-07-09\|9.58\|-0.62\|9.70\|9.70\|9.33\|58798;2026-07-10\|9.55\|-0.31\|9.58\|9.77\|9.44\|82448;2026-07-13\|9.04\|-5.34\|9.49\|9.49\|9.03\|92795;2026-07-14\|9.17\|1.44\|9.03\|9.18\|8.91\|64066;2026-07-15\|9.25\|0.87\|9.17\|9.32\|9.12\|51732;2026-07-16\|9.30\|0.54\|9.16\|9.47\|9.15\|55323;2026-07-17\|8.96\|-3.66\|9.23\|9.44\|8.92\|74282;2026-07-20\|8.80\|-1.79\|8.96\|9.19\|8.70\|94587;2026-07-21\|8.82\|0.23\|8.86\|8.91\|8.56\|96257;2026-07-22\|8.56\|-2.95\|8.86\|8.86\|8.50\|87401;2026-07-23\|8.88\|3.74\|8.51\|8.90\|8.51\|72443;2026-07-24\|8.70\|-2.03\|8.71\|8.86\|8.64\|48790;2026-07-27\|8.92\|2.53\|8.70\|8.97\|8.70\|54084;2026-07-28\|8.96\|0.45\|8.82\|9.04\|8.81\|39962;2026-07-29\|9.18\|2.46\|8.99\|9.22\|8.93\|53192;2026-07-30\|9.20\|0.22\|9.18\|9.37\|9.06\|71333;2026-07-31\|9.35\|1.63\|9.20\|9.38\|9.17\|59421;2026-08-03\|9.68\|3.53\|9.35\|9.69\|9.33\|69704;2026-08-04\|9.59\|-0.93\|9.70\|9.78\|9.57\|61266;2026-08-05\|9.78\|1.98\|9.83\|10.09\|9.69\|110647;2026-08-06\|9.66\|-1.23\|9.72\|9.81\|9.54\|72393;2026-08-07\|9.52\|-1.45\|9.66\|9.70\|9.42\|60500;2026-08-10\|9.59\|0.74\|9.52\|9.62\|9.39\|44527;2026-08-11\|9.55\|-0.42\|9.53\|9.63\|9.46\|35433;2026-08-12\|9.64\|0.94\|9.55\|9.64\|9.52\|41170;2026-08-13\|9.45\|-1.97\|9.68\|9.68\|9.43\|48294;2026-08-14\|9.44\|-0.11\|9.45\|9.51\|9.37\|39431;2026-08-17\|9.55\|1.17\|9.39\|9.56\|9.33\|55299;2026-08-18\|9.83\|2.93\|9.54\|10.03\|9.54\|156369;2026-08-19\|9.22\|-6.21\|9.63\|9.71\|9.20\|107415;2026-08-20\|9.27\|0.54\|9.33\|9.50\|9.20\|65543;2026-08-21\|9.33\|0.65\|9.25\|9.37\|9.19\|36512;2026-08-24\|9.33\|0.00\|9.42\|9.60\|9.20\|56280;2026-08-25\|9.56\|2.47\|9.25\|9.56\|9.20\|53981;2026-08-26\|9.57\|0.10\|9.58\|9.74\|9.51\|38688;2026-08-27\|9.57\|0.00\|9.52\|9.61\|9.44\|44420;2026-08-28\|9.77\|2.09\|9.69\|10.03\|9.60\|91692;2026-08-31\|10.12\|3.58\|9.70\|10.12\|9.65\|100172;2026-09-01\|10.15\|0.30\|10.17\|10.32\|10.02\|119661;2026-09-02\|10.16\|0.10\|10.03\|10.24\|10.00\|70991;2026-09-03\|10.13\|-0.30\|10.25\|10.32\|10.09\|60511;2026-09-04\|10.03\|-0.99\|10.30\|10.30\|9.97\|82302;2026-09-07\|9.99\|-0.40\|10.00\|10.16\|9.92\|54802;2026-09-08\|9.92\|-0.70\|10.00\|10.00\|9.91\|45529;2026-09-09\|9.82\|-1.01\|9.93\|9.96\|9.78\|36356;2026-09-10\|9.62\|-2.04\|9.71\|9.79\|9.60\|37870;2026-09-11\|9.48\|-1.46\|9.55\|9.59\|9.35\|40278;2026-09-14\|9.59\|1.16\|9.51\|9.71\|9.43\|44365;2026-09-15\|9.45\|-1.46\|9.59\|9.67\|9.44\|34826;2026-09-16\|9.51\|0.63\|9.43\|9.54\|9.33\|35713;2026-09-17\|9.84\|3.47\|9.46\|9.86\|9.46\|89119
112769	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	电子布织机+固态电池+高端纺机行业原因：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8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	公司纺织机器人已完成纱筒抓取与生头关节研发	2026-05-14\|45.16\|2.64\|44.10\|45.36\|42.34\|137405;2026-05-15\|42.85\|-5.12\|43.50\|45.18\|41.78\|148855;2026-05-18\|42.06\|-1.84\|42.33\|45.61\|40.86\|124294;2026-05-19\|41.80\|-0.62\|41.60\|42.40\|39.35\|121708;2026-05-20\|45.98\|10.00\|41.29\|45.98\|40.77\|129080;2026-05-21\|47.41\|3.11\|46.01\|49.41\|45.61\|178032;2026-05-22\|50.89\|7.34\|47.90\|51.00\|46.92\|149809;2026-05-25\|55.98\|10.00\|50.62\|55.98\|49.60\|142650;2026-05-26\|61.58\|10.00\|57.98\|61.58\|56.90\|186030;2026-05-27\|64.87\|5.34\|60.12\|66.58\|60.12\|169223;2026-05-28\|71.36\|10.00\|63.00\|71.36\|62.92\|136248;2026-05-29\|71.00\|-0.41\|73.47\|78.42\|69.60\|217986;2026-06-01\|71.80\|1.13\|71.01\|73.12\|69.00\|152894;2026-06-02\|67.80\|-5.57\|68.22\|70.51\|64.62\|166442;2026-06-03\|68.05\|0.37\|69.50\|72.44\|67.00\|135271;2026-06-04\|74.86\|10.01\|68.51\|74.86\|66.98\|105157;2026-06-05\|82.35\|10.01\|78.00\|82.35\|77.13\|164088;2026-06-08\|74.50\|-9.53\|81.12\|82.33\|74.12\|160932;2026-06-09\|81.95\|10.00\|78.60\|81.95\|76.92\|93343;2026-06-10\|80.60\|-1.65\|83.42\|83.96\|76.21\|141761;2026-06-11\|80.19\|-0.51\|79.15\|82.00\|77.18\|92443;2026-06-12\|82.16\|2.46\|79.88\|85.61\|79.00\|127193;2026-06-15\|90.38\|10.00\|80.79\|90.38\|80.79\|92035;2026-06-16\|98.21\|8.66\|95.00\|99.11\|91.89\|138673;2026-06-17\|104.79\|6.70\|97.32\|104.79\|95.49\|114195;2026-06-18\|98.80\|-5.72\|97.00\|103.28\|94.36\|147488;2026-06-22\|96.83\|-1.99\|97.29\|98.25\|88.99\|139024;2026-06-23\|91.20\|-5.81\|93.13\|94.12\|89.95\|72530;2026-06-24\|89.63\|-1.72\|89.00\|92.79\|86.58\|79018;2026-06-25\|93.40\|4.21\|88.00\|94.00\|84.51\|110544;2026-06-26\|100.60\|7.71\|91.72\|102.04\|89.00\|124431;2026-06-29\|92.18\|-8.37\|96.43\|100.62\|90.54\|94336;2026-06-30\|92.49\|0.34\|91.47\|93.63\|88.98\|66781;2026-07-01\|89.38\|-3.36\|94.04\|94.04\|86.85\|55378;2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|73.01\|-7.73\|80.59\|80.73\|72.16\|70733;2026-07-14\|75.55\|3.48\|73.94\|80.00\|72.62\|61111;2026-07-15\|70.45\|-6.75\|76.15\|78.54\|70.05\|57809;2026-07-16\|66.26\|-5.95\|69.61\|71.20\|65.60\|55338;2026-07-17\|59.63\|-10.01\|66.37\|66.56\|59.63\|70465;2026-07-20\|53.67\|-9.99\|60.00\|62.00\|53.67\|72042;2026-07-21\|53.55\|-0.22\|52.90\|54.42\|48.30\|116059;2026-07-22\|50.81\|-5.12\|52.80\|54.89\|50.26\|75363;2026-07-23\|51.51\|1.38\|51.54\|55.20\|51.11\|68702;2026-07-24\|49.47\|-3.96\|50.93\|52.29\|48.90\|55844;2026-07-27\|52.70\|6.53\|49.47\|52.75\|48.71\|66756;2026-07-28\|48.18\|-8.58\|52.00\|53.58\|47.97\|52698;2026-07-29\|45.50\|-5.56\|48.90\|50.20\|43.88\|77926;2026-07-30\|40.95\|-10.00\|45.01\|45.87\|40.95\|61701;2026-07-31\|45.05\|10.01\|42.57\|45.05\|41.86\|47585;2026-08-03\|40.91\|-9.19\|44.45\|44.45\|40.55\|116965;2026-08-04\|45.00\|10.00\|41.66\|45.00\|40.60\|56841;2026-08-05\|47.50\|5.56\|45.81\|48.38\|44.55\|116780;2026-08-06\|52.25\|10.00\|47.97\|52.25\|47.93\|77466;2026-08-07\|53.66\|2.70\|54.09\|55.34\|49.90\|166737;2026-08-10\|55.40\|3.24\|54.46\|56.00\|51.11\|161901;2026-08-11\|53.50\|-3.43\|54.02\|54.88\|52.40\|134417;2026-08-12\|55.24\|3.25\|53.23\|55.48\|52.66\|110534;2026-08-13\|55.05\|-0.34\|56.22\|57.73\|54.98\|101445;2026-08-14\|56.05\|1.82\|55.47\|57.25\|53.60\|90614;2026-08-17\|59.41\|5.99\|56.92\|60.44\|56.00\|113392;2026-08-18\|59.57\|0.27\|60.00\|61.45\|58.01\|94493;2026-08-19\|53.85\|-9.60\|57.72\|58.99\|53.61\|86975;2026-08-20\|53.10\|-1.39\|55.00\|55.45\|52.44\|75427;2026-08-21\|53.12\|0.04\|52.27\|55.86\|51.38\|80402;2026-08-24\|51.11\|-3.78\|53.00\|53.00\|49.00\|61421;2026-08-25\|51.45\|0.67\|50.47\|52.97\|49.11\|59464;2026-08-26\|51.30\|-0.29\|51.45\|52.47\|49.40\|48332;2026-08-27\|53.96\|5.19\|51.31\|54.20\|50.89\|62915;2026-08-28\|54.19\|0.43\|53.91\|57.30\|53.43\|88262;2026-08-31\|59.61\|10.00\|52.40\|59.61\|52.40\|65355;2026-09-01\|55.59\|-6.74\|58.33\|59.75\|53.88\|147800;2026-09-02\|56.50\|1.64\|53.97\|56.99\|53.97\|108122;2026-09-03\|54.18\|-4.11\|56.51\|58.45\|53.70\|91918;2026-09-04\|50.80\|-6.24\|54.21\|55.31\|50.22\|82863;2026-09-07\|52.68\|3.70\|51.21\|52.98\|50.62\|66850;2026-09-08\|50.57\|-4.01\|53.00\|53.61\|50.26\|74576;2026-09-09\|53.18\|5.16\|51.33\|55.15\|50.77\|90937;2026-09-10\|52.49\|-1.30\|52.65\|54.25\|51.41\|71479;2026-09-11\|51.13\|-2.59\|51.71\|52.45\|48.80\|68325;2026-09-14\|54.90\|7.37\|50.57\|55.85\|48.73\|100965;2026-09-15\|54.00\|-1.64\|55.64\|56.80\|53.66\|68726;2026-09-16\|55.44\|2.67\|54.00\|55.76\|53.01\|73467;2026-09-17\|55.45\|0.02\|55.46\|58.38\|55.01\|69357
112768	集运市场欧美、中东、红海等多条航线出现爆舱	港口航运+30亿泊位投资+西部陆海新通道+广西国资 1、据2026年4月28日公告，董事会批准钦州码头投建大榄坪6—8号泊位，总投资30.95亿元，新增年吞吐1350万吨，直接服务平陆运河江海联运需求。 2、据2026年3月31日年报，公司系广西沿海港口唯一上市平台，集装箱吞吐量占北部湾港全港100%，散杂货船舶装卸效率2025年提升5.9%，受益西部陆海新通道建设。 3、据2026年4月16日业绩说明会，控股股东北部湾港集团承诺条件成熟后向公司注入7个沿海货运泊位，解决同业竞争并扩张产能。	广西地区最大港口；主营为客户提供集装箱和散杂货的港口装卸、堆存及船舶港口服务等业务	2026-05-14\|12.21\|-2.48\|12.49\|12.72\|12.21\|557599;2026-05-15\|12.01\|-1.64\|12.19\|12.28\|11.96\|541500;2026-05-18\|12.33\|2.66\|12.03\|12.35\|11.94\|460136;2026-05-19\|12.85\|4.22\|12.34\|13.04\|12.33\|667731;2026-05-20\|12.55\|-2.33\|12.70\|12.77\|12.39\|458095;2026-05-21\|12.56\|0.08\|12.63\|12.93\|12.45\|554846;2026-05-22\|12.38\|-1.43\|12.64\|12.72\|12.21\|452697;2026-05-25\|12.89\|4.12\|12.30\|13.12\|12.17\|675819;2026-05-26\|13.25\|2.79\|12.88\|13.44\|12.81\|719345;2026-05-27\|13.45\|2.13\|13.26\|14.18\|13.17\|919390;2026-05-28\|13.36\|-0.67\|13.69\|14.24\|13.15\|709892;2026-05-29\|13.57\|1.57\|13.38\|14.14\|12.83\|973179;2026-06-01\|13.22\|-2.58\|13.51\|13.73\|13.00\|687519;2026-06-02\|14.05\|6.28\|13.21\|14.28\|13.02\|1083249;2026-06-03\|14.91\|6.12\|14.06\|15.46\|13.99\|1525114;2026-06-04\|13.42\|-9.99\|14.87\|15.30\|13.42\|1646124;2026-06-05\|12.52\|-6.71\|13.24\|13.25\|12.38\|1209840;2026-06-08\|12.10\|-3.35\|12.26\|12.58\|11.96\|786127;2026-06-09\|12.02\|-0.66\|12.23\|12.30\|11.88\|547418;2026-06-10\|11.52\|-4.16\|11.89\|12.02\|11.40\|603164;2026-06-11\|11.21\|-2.69\|11.42\|11.50\|11.14\|453223;2026-06-12\|11.23\|0.18\|11.39\|11.56\|11.20\|425137;2026-06-15\|11.66\|3.83\|11.44\|11.77\|11.40\|492778;2026-06-16\|11.71\|0.43\|11.66\|11.92\|11.50\|398702;2026-06-17\|12.00\|2.48\|11.62\|12.12\|11.56\|510518;2026-06-18\|11.48\|-4.33\|11.95\|12.04\|11.32\|572929;2026-06-22\|11.45\|-0.26\|11.38\|11.60\|10.97\|537226;2026-06-23\|11.69\|2.10\|11.53\|11.95\|11.50\|440789;2026-06-24\|11.33\|-3.08\|11.67\|11.73\|11.29\|310580;2026-06-25\|10.83\|-4.41\|11.21\|11.23\|10.83\|568249;2026-06-26\|10.67\|-1.48\|10.83\|11.02\|10.67\|358784;2026-06-29\|10.53\|-1.31\|10.61\|10.70\|10.21\|415425;2026-06-30\|10.73\|1.90\|10.51\|10.75\|10.29\|279737;2026-07-01\|11.07\|3.17\|10.63\|11.19\|10.50\|408126;2026-07-02\|11.17\|0.90\|11.08\|11.35\|11.02\|370069;2026-07-03\|11.26\|0.81\|11.08\|11.40\|11.07\|281917;2026-07-06\|11.47\|1.86\|11.16\|11.53\|11.10\|289281;2026-07-07\|10.95\|-4.53\|11.47\|11.51\|10.93\|313874;2026-07-08\|11.11\|1.46\|10.98\|11.53\|10.92\|309045;2026-07-09\|11.05\|-0.54\|10.92\|11.12\|10.75\|264640;2026-07-10\|11.16\|1.00\|10.95\|11.30\|10.88\|286938;2026-07-13\|10.86\|-2.69\|11.08\|11.16\|10.80\|291172;2026-07-14\|11.21\|3.22\|10.78\|11.24\|10.77\|303659;2026-07-15\|11.29\|0.71\|11.17\|11.38\|11.09\|219688;2026-07-16\|11.00\|-2.57\|11.15\|11.28\|10.99\|228200;2026-07-17\|10.82\|-1.64\|10.98\|11.14\|10.75\|281036;2026-07-20\|10.96\|1.29\|10.83\|11.08\|10.81\|255755;2026-07-21\|11.15\|1.73\|10.94\|11.17\|10.80\|300555;2026-07-22\|11.65\|4.48\|11.15\|11.93\|11.11\|628880;2026-07-23\|12.10\|3.86\|11.64\|12.10\|11.60\|517707;2026-07-24\|11.72\|-3.14\|12.00\|12.11\|11.70\|396463;2026-07-27\|12.45\|6.23\|11.79\|12.58\|11.79\|528169;2026-07-28\|12.29\|-1.29\|12.28\|12.43\|12.18\|352666;2026-07-29\|12.32\|0.24\|12.33\|12.45\|12.01\|332664;2026-07-30\|12.51\|1.54\|12.29\|12.60\|12.17\|435022;2026-07-31\|12.41\|-0.80\|12.20\|12.62\|12.16\|434834;2026-08-03\|12.78\|2.98\|12.40\|12.98\|12.32\|572070;2026-08-04\|12.63\|-1.17\|12.78\|12.88\|12.45\|439197;2026-08-05\|12.91\|2.22\|12.51\|13.05\|12.37\|564271;2026-08-06\|12.52\|-3.02\|12.84\|12.89\|12.50\|423996;2026-08-07\|12.52\|0.00\|12.48\|12.58\|12.25\|353670;2026-08-10\|13.28\|6.07\|12.54\|13.54\|12.41\|762624;2026-08-11\|13.15\|-0.98\|13.24\|13.44\|13.03\|457974;2026-08-12\|13.02\|-0.99\|13.30\|13.38\|12.91\|451442;2026-08-13\|12.60\|-3.23\|12.94\|13.09\|12.55\|462383;2026-08-14\|11.34\|-10.00\|12.56\|12.66\|11.34\|958030;2026-08-17\|10.97\|-3.26\|11.10\|11.16\|10.55\|625512;2026-08-18\|11.17\|1.82\|10.90\|11.33\|10.86\|427311;2026-08-19\|10.75\|-3.76\|11.18\|11.21\|10.74\|409551;2026-08-20\|10.87\|1.12\|10.74\|10.96\|10.55\|407994;2026-08-21\|10.91\|0.37\|10.79\|10.97\|10.58\|301221;2026-08-24\|10.42\|-4.49\|10.89\|10.94\|10.24\|458945;2026-08-25\|10.82\|3.84\|10.34\|11.00\|10.31\|425881;2026-08-26\|10.78\|-0.37\|10.66\|10.88\|10.60\|262164;2026-08-27\|10.89\|1.02\|10.83\|10.90\|10.72\|249696;2026-08-28\|11.12\|2.11\|10.98\|11.24\|10.90\|356845;2026-08-31\|11.23\|0.99\|11.12\|11.27\|10.97\|288686;2026-09-01\|11.35\|1.07\|11.30\|11.60\|11.17\|399510;2026-09-02\|11.40\|0.44\|11.28\|11.55\|11.02\|388417;2026-09-03\|11.80\|3.51\|11.35\|11.88\|11.26\|627408;2026-09-04\|12.18\|3.22\|11.70\|12.32\|11.61\|717007;2026-09-07\|12.08\|-0.82\|12.36\|12.62\|11.88\|855507;2026-09-08\|11.08\|-8.28\|11.87\|11.96\|11.01\|1057667;2026-09-09\|11.09\|0.09\|11.00\|11.39\|10.73\|728383;2026-09-10\|10.94\|-1.35\|11.01\|11.16\|10.81\|475493;2026-09-11\|11.26\|2.92\|10.87\|11.36\|10.60\|689291;2026-09-14\|11.04\|-1.95\|11.20\|11.48\|10.88\|531810;2026-09-15\|11.25\|1.90\|10.91\|11.49\|10.75\|624618;2026-09-16\|10.65\|-5.33\|11.20\|11.20\|10.62\|739667;2026-09-17\|9.84\|-7.61\|10.50\|10.50\|9.82\|963876
112767		存储芯片+共享出行+一季报减亏行业原因： 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5月19日投资者关系活动记录表，公司参股的江苏洛玛瑞芯片科技有限公司存储芯片前道CMOS已具备生产能力。 2、据2025年年报，公司深耕公共自行车及共享出行领域，2025年已向哈啰集团下属企业销售两轮车及配件，实现销售收入八千多万元。 3、据2026年4月28日公告，公司2026年一季度营收1.21亿元，同比增长45.63%，亏损同比缩小79.27%，主要系自行车销售业务增加及利息费用大幅减少。	共享单车第一股；哈啰出行杨磊受让公司股份将成为新实控人	2026-05-14\|22.69\|-1.65\|22.85\|23.17\|22.61\|77430;2026-05-15\|21.75\|-4.14\|22.70\|22.80\|21.60\|61192;2026-05-18\|21.84\|0.41\|21.65\|21.90\|21.43\|41869;2026-05-19\|21.87\|0.14\|21.82\|22.25\|21.50\|44598;2026-05-20\|22.04\|0.78\|22.04\|22.20\|21.38\|43017;2026-05-21\|22.20\|0.73\|21.89\|22.99\|21.89\|63028;2026-05-22\|22.45\|1.13\|22.28\|22.55\|22.00\|43021;2026-05-25\|21.65\|-3.56\|22.47\|22.63\|21.32\|41608;2026-05-26\|21.12\|-2.45\|21.50\|21.65\|20.85\|37259;2026-05-27\|20.40\|-3.41\|21.12\|21.13\|20.17\|46121;2026-05-28\|20.37\|-0.15\|20.22\|20.70\|19.90\|29924;2026-05-29\|19.25\|-5.50\|20.41\|20.58\|19.15\|37387;2026-06-01\|19.46\|1.09\|19.25\|19.71\|19.04\|25347;2026-06-02\|19.29\|-0.87\|19.46\|19.51\|18.68\|49945;2026-06-03\|20.85\|8.09\|19.25\|21.22\|19.00\|111752;2026-06-04\|20.39\|-2.21\|20.64\|21.56\|20.25\|85645;2026-06-05\|20.34\|-0.25\|20.15\|21.21\|20.10\|46312;2026-06-08\|19.21\|-5.56\|19.67\|20.24\|19.09\|55481;2026-06-09\|19.71\|2.60\|19.44\|20.30\|19.06\|42487;2026-06-10\|19.60\|-0.56\|19.68\|19.85\|19.12\|36017;2026-06-11\|19.49\|-0.56\|19.48\|19.67\|19.12\|22068;2026-06-12\|20.20\|3.64\|19.25\|20.49\|19.25\|40215;2026-06-15\|20.11\|-0.45\|20.10\|20.45\|19.91\|37968;2026-06-16\|20.94\|4.13\|20.10\|21.08\|19.93\|53475;2026-06-17\|21.35\|1.96\|20.80\|22.18\|20.38\|61475;2026-06-18\|21.98\|2.95\|21.21\|22.08\|21.18\|52517;2026-06-22\|21.38\|-2.73\|21.86\|21.88\|21.00\|49985;2026-06-23\|21.54\|0.75\|21.30\|22.16\|21.28\|39310;2026-06-24\|21.71\|0.79\|21.33\|21.95\|21.04\|35201;2026-06-25\|20.82\|-4.10\|21.62\|21.80\|20.76\|42014;2026-06-26\|20.54\|-1.34\|20.80\|21.30\|20.17\|42680;2026-06-29\|20.45\|-0.44\|20.33\|20.75\|19.89\|50053;2026-06-30\|20.87\|2.05\|20.33\|20.98\|20.33\|28551;2026-07-01\|21.80\|4.46\|20.83\|22.15\|20.80\|62730;2026-07-02\|21.80\|0.00\|21.68\|21.98\|21.44\|42252;2026-07-03\|21.36\|-2.02\|21.68\|21.82\|21.20\|42293;2026-07-06\|21.10\|-1.22\|21.36\|21.56\|20.81\|27539;2026-07-07\|20.69\|-1.94\|20.93\|21.24\|20.50\|20881;2026-07-08\|20.01\|-3.29\|20.56\|20.69\|19.79\|28242;2026-07-09\|20.15\|0.70\|20.09\|20.23\|19.59\|18255;2026-07-10\|19.50\|-3.23\|20.15\|20.30\|19.50\|21457;2026-07-13\|18.99\|-2.62\|19.50\|19.69\|18.73\|40598;2026-07-14\|19.13\|0.74\|18.59\|19.27\|18.59\|20253;2026-07-15\|19.67\|2.82\|19.13\|19.71\|18.91\|19225;2026-07-16\|19.23\|-2.24\|19.50\|19.68\|19.03\|15738;2026-07-17\|18.86\|-1.92\|19.13\|19.62\|18.73\|22268;2026-07-20\|18.99\|0.69\|18.76\|19.66\|18.49\|33122;2026-07-21\|18.72\|-1.42\|18.81\|19.19\|18.11\|39343;2026-07-22\|18.66\|-0.32\|18.72\|18.95\|18.36\|18072;2026-07-23\|18.70\|0.21\|18.66\|19.10\|18.50\|13738;2026-07-24\|18.35\|-1.87\|18.67\|18.80\|18.26\|12216;2026-07-27\|18.69\|1.85\|18.18\|18.75\|18.18\|12068;2026-07-28\|18.73\|0.21\|18.62\|18.95\|18.59\|11066;2026-07-29\|19.14\|2.19\|18.84\|19.17\|18.78\|14724;2026-07-30\|18.37\|-4.02\|19.03\|19.27\|18.35\|17112;2026-07-31\|18.89\|2.83\|18.59\|19.04\|18.50\|19001;2026-08-03\|19.05\|0.85\|18.77\|19.25\|18.77\|17244;2026-08-04\|19.16\|0.58\|19.05\|19.17\|18.83\|12446;2026-08-05\|20.86\|8.87\|20.07\|20.98\|19.91\|68584;2026-08-06\|21.45\|2.83\|20.65\|21.55\|20.32\|48473;2026-08-07\|21.40\|-0.23\|21.38\|21.69\|21.20\|44419;2026-08-10\|21.76\|1.68\|21.37\|21.85\|21.37\|34731;2026-08-11\|21.49\|-1.24\|21.73\|22.00\|21.43\|30979;2026-08-12\|21.71\|1.02\|21.51\|22.10\|21.51\|17059;2026-08-13\|21.62\|-0.41\|21.96\|22.11\|21.57\|26825;2026-08-14\|21.64\|0.09\|21.69\|21.84\|21.22\|16483;2026-08-17\|21.73\|0.42\|21.66\|22.04\|21.58\|26750;2026-08-18\|21.18\|-2.53\|21.71\|21.86\|21.08\|25334;2026-08-19\|19.96\|-5.76\|20.98\|20.99\|19.78\|42853;2026-08-20\|20.16\|1.00\|20.03\|20.36\|20.00\|24538;2026-08-21\|20.30\|0.69\|20.35\|20.40\|19.85\|16135;2026-08-24\|20.62\|1.58\|20.30\|20.68\|20.23\|19305;2026-08-25\|20.44\|-0.87\|20.28\|20.55\|20.18\|12912;2026-08-26\|20.11\|-1.61\|20.44\|20.70\|20.00\|25759;2026-08-27\|20.20\|0.45\|20.15\|20.36\|19.88\|17429;2026-08-28\|20.17\|-0.15\|20.25\|20.88\|20.14\|18160;2026-08-31\|20.60\|2.13\|20.00\|20.73\|19.93\|30762;2026-09-01\|20.88\|1.36\|20.42\|20.88\|20.42\|19141;2026-09-02\|20.42\|-2.20\|20.87\|20.95\|20.29\|27886;2026-09-03\|20.32\|-0.49\|20.54\|20.59\|20.30\|12496;2026-09-04\|20.22\|-0.49\|20.42\|20.68\|20.14\|16355;2026-09-07\|20.11\|-0.54\|20.31\|20.36\|19.80\|21663;2026-09-08\|19.98\|-0.65\|20.00\|20.23\|19.82\|16074;2026-09-09\|20.03\|0.25\|19.98\|20.51\|19.85\|24729;2026-09-10\|19.48\|-2.75\|20.00\|20.00\|19.33\|25327;2026-09-11\|19.37\|-0.56\|19.40\|19.73\|19.25\|21905;2026-09-14\|19.53\|0.83\|19.39\|19.63\|19.15\|10390;2026-09-15\|19.26\|-1.38\|19.62\|19.62\|19.26\|8954;2026-09-16\|19.65\|2.02\|19.26\|19.69\|19.13\|19147;2026-09-17\|19.44\|-1.07\|19.51\|19.63\|19.42\|10329
112766	英伟达发布新AI模型Nemotron 3 Ultra；MiniMax启动A股IPO辅导备案	涨停揭秘：中科大洋千机大模型平台加速商业化应用，叠加英伟达发布Nemotron 3 Ultra及MiniMax启动A股IPO辅导，AI大模型板块情绪升温；涨停缘由：控股子公司中科大洋千机平台已落地智能内容管理、文生视频、虚拟数智人播报等垂直场景；英伟达新模型发布强化算力与模型协同预期；MiniMax作为头部大模型公司启动IPO，带动产业链映射；资金逻辑：AI主题资金回流，机构调研频次提升，融资买入占比放大，叠加‘AI应用端+国产大模型平台’双标签吸引TMT主线资金配置；风险提示：大模型商业化收入占比仍低，平台订单落地节奏与毛利率水平尚未充分验证，IPO进展存在不确定性	控股公司中科大洋的“大洋千机大模型平台”开发了多种垂直场景智能化应用，例如智能内容管理、视频理解摘要、智能写稿创作、文生图/视频、文字场记快剪、文稿一键成片、虚拟数智人播报等	2026-05-14\|15.01\|-1.12\|15.25\|15.28\|14.89\|114336;2026-05-15\|14.60\|-2.73\|15.01\|15.08\|14.46\|145734;2026-05-18\|14.64\|0.27\|14.75\|14.85\|14.55\|93902;2026-05-19\|14.78\|0.96\|14.62\|14.83\|14.42\|98716;2026-05-20\|14.61\|-1.15\|14.64\|14.83\|14.51\|75167;2026-05-21\|13.87\|-5.07\|14.68\|14.81\|13.82\|145068;2026-05-22\|14.39\|3.75\|14.13\|14.56\|14.03\|118754;2026-05-25\|14.14\|-1.74\|14.39\|14.43\|13.99\|80976;2026-05-26\|13.86\|-1.98\|14.13\|14.17\|13.70\|74015;2026-05-27\|13.50\|-2.60\|13.81\|13.97\|13.44\|78748;2026-05-28\|13.54\|0.30\|13.36\|13.63\|13.15\|87447;2026-05-29\|13.27\|-1.99\|13.40\|13.60\|13.10\|89251;2026-06-01\|13.24\|-0.23\|13.33\|13.49\|13.18\|62972;2026-06-02\|13.05\|-1.44\|13.34\|13.34\|12.93\|74483;2026-06-03\|13.78\|5.59\|13.04\|14.36\|12.99\|266670;2026-06-04\|13.32\|-3.34\|13.41\|13.90\|13.21\|201967;2026-06-05\|13.51\|1.43\|13.19\|13.75\|13.19\|122418;2026-06-08\|12.88\|-4.66\|13.04\|13.65\|12.78\|124666;2026-06-09\|12.86\|-0.16\|13.02\|13.09\|12.66\|92574;2026-06-10\|12.45\|-3.19\|12.70\|12.77\|12.19\|94284;2026-06-11\|12.15\|-2.41\|12.30\|12.36\|11.99\|74645;2026-06-12\|12.25\|0.82\|12.21\|12.42\|12.16\|56429;2026-06-15\|12.95\|5.71\|12.25\|13.05\|12.25\|97452;2026-06-16\|13.10\|1.16\|12.96\|13.16\|12.72\|82441;2026-06-17\|13.18\|0.61\|13.06\|13.33\|12.97\|70230;2026-06-18\|13.14\|-0.30\|13.09\|13.35\|13.01\|62683;2026-06-22\|13.01\|-0.99\|13.49\|13.50\|12.55\|103851;2026-06-23\|13.12\|0.85\|13.04\|13.35\|12.89\|90930;2026-06-24\|13.13\|0.08\|13.18\|13.41\|12.80\|96389;2026-06-25\|12.79\|-2.59\|13.05\|13.13\|12.71\|75404;2026-06-26\|12.59\|-1.56\|12.71\|12.95\|12.40\|81136;2026-06-29\|12.36\|-1.83\|12.59\|12.64\|12.16\|78126;2026-06-30\|13.30\|7.61\|12.39\|13.36\|12.22\|161741;2026-07-01\|13.05\|-1.88\|13.31\|13.34\|13.01\|106295;2026-07-02\|12.60\|-3.45\|13.08\|13.23\|12.53\|114076;2026-07-03\|12.85\|1.98\|12.70\|13.13\|12.53\|122796;2026-07-06\|14.14\|10.04\|12.98\|14.14\|12.91\|233510;2026-07-07\|15.55\|9.97\|14.80\|15.55\|14.70\|1215937;2026-07-08\|17.11\|10.03\|15.40\|17.11\|14.62\|1219925;2026-07-09\|16.78\|-1.93\|17.11\|17.34\|15.57\|1242079;2026-07-10\|16.54\|-1.43\|16.53\|17.73\|16.37\|1075089;2026-07-13\|16.64\|0.60\|16.51\|17.35\|16.13\|1015951;2026-07-14\|17.18\|3.25\|16.31\|17.35\|15.56\|968831;2026-07-15\|15.46\|-10.01\|16.20\|16.20\|15.46\|143962;2026-07-16\|13.91\|-10.03\|13.91\|13.91\|13.91\|93337;2026-07-17\|12.52\|-9.99\|12.52\|12.80\|12.52\|426542;2026-07-20\|11.27\|-9.98\|11.64\|11.77\|11.27\|167025;2026-07-21\|10.29\|-8.70\|10.20\|10.72\|10.14\|1060740;2026-07-22\|10.07\|-2.14\|9.99\|10.48\|9.77\|805629;2026-07-23\|9.97\|-0.99\|10.15\|10.15\|9.66\|559717;2026-07-24\|9.62\|-3.51\|9.74\|10.08\|9.62\|425837;2026-07-27\|10.06\|4.57\|9.60\|10.08\|9.49\|459914;2026-07-28\|9.90\|-1.59\|9.91\|10.34\|9.85\|396094;2026-07-29\|10.02\|1.21\|10.03\|10.07\|9.72\|351858;2026-07-30\|9.50\|-5.19\|9.90\|9.97\|9.50\|419757;2026-07-31\|10.00\|5.26\|9.81\|10.18\|9.81\|483408;2026-08-03\|10.37\|3.70\|10.04\|10.40\|10.02\|376166;2026-08-04\|10.64\|2.60\|10.58\|10.73\|10.35\|347694;2026-08-05\|10.82\|1.69\|10.51\|10.91\|10.51\|340606;2026-08-06\|11.07\|2.31\|10.75\|11.36\|10.66\|380598;2026-08-07\|11.03\|-0.36\|11.13\|11.19\|10.65\|312080;2026-08-10\|11.29\|2.36\|11.05\|11.35\|10.99\|276319;2026-08-11\|11.40\|0.97\|11.30\|11.47\|11.10\|237959;2026-08-12\|11.58\|1.58\|11.42\|11.70\|11.39\|226267;2026-08-13\|12.02\|3.80\|11.58\|12.25\|11.41\|533218;2026-08-14\|13.22\|9.98\|12.00\|13.22\|12.00\|491868;2026-08-17\|13.22\|0.00\|12.94\|13.33\|12.70\|599949;2026-08-18\|11.98\|-9.38\|13.22\|13.23\|11.90\|855558;2026-08-19\|11.27\|-5.93\|11.67\|12.10\|11.22\|512461;2026-08-20\|11.26\|-0.09\|11.41\|11.41\|11.12\|278527;2026-08-21\|11.45\|1.87\|11.19\|11.54\|10.99\|264871;2026-08-24\|11.07\|-3.32\|11.35\|11.56\|10.91\|229091;2026-08-25\|11.15\|0.72\|10.91\|11.19\|10.84\|195031;2026-08-26\|11.01\|-1.26\|11.13\|11.15\|10.85\|194721;2026-08-27\|11.15\|1.27\|10.94\|11.19\|10.91\|179119;2026-08-28\|11.31\|1.44\|11.22\|11.67\|11.16\|322535;2026-08-31\|11.35\|0.35\|11.11\|11.38\|11.04\|220969;2026-09-01\|11.40\|0.44\|11.25\|11.47\|11.18\|208155;2026-09-02\|11.23\|-1.49\|11.24\|11.34\|11.17\|151805;2026-09-03\|11.30\|0.62\|11.45\|11.68\|11.21\|343256;2026-09-04\|11.16\|-1.24\|11.31\|11.57\|11.06\|295803;2026-09-07\|11.19\|0.27\|11.15\|11.27\|11.09\|161784;2026-09-08\|11.16\|-0.27\|11.18\|11.28\|11.11\|173774;2026-09-09\|11.00\|-1.43\|11.11\|11.21\|10.94\|178882;2026-09-10\|10.80\|-1.82\|10.89\|11.00\|10.78\|136159;2026-09-11\|10.63\|-1.57\|10.67\|10.77\|10.44\|162922;2026-09-14\|10.76\|1.22\|10.59\|10.86\|10.59\|108228;2026-09-15\|10.57\|-1.77\|10.80\|10.82\|10.56\|101547;2026-09-16\|10.78\|1.99\|10.57\|10.82\|10.49\|112532;2026-09-17\|10.64\|-1.30\|10.75\|10.81\|10.62\|88208
112765	AI数据中心液冷渗透率将提升至40%	涨停揭秘：液冷服务器铜材核心供应商+Optimus量产临近，铜热管/PEEK线双主线突破；涨停缘由：自主研发铜热管、液冷铜管已导入多家头部算力服务器厂商；PEEK线产品实现进口替代，获高端新能源汽车定点；Optimus机器人或于7月下旬投产，催化液冷及轻量化材料需求上行；资金逻辑：液冷服务器板块资金活跃，主力净流入明显，该股突破年线且MACD红柱扩大，趋势转强；风险提示：铜材业务毛利率偏低，下游议价能力受限；PEEK线量产进度及订单放量节奏存在不确定性	1、公司自主研发的铜热管、液冷铜管等产品已成功导入多家头部企业算力服务器产品中。 2、公司PEEK线产品目前已具备产品竞争优势及进口替代能力，已取得部分高端新能源汽车厂商的定点。	2026-05-14\|13.30\|5.06\|12.95\|13.70\|12.95\|1785465;2026-05-15\|13.00\|-2.26\|13.00\|13.60\|12.90\|1485973;2026-05-18\|13.38\|2.92\|12.80\|13.84\|12.60\|1215926;2026-05-19\|13.55\|1.27\|13.22\|13.56\|12.81\|1018224;2026-05-20\|14.40\|6.27\|13.39\|14.46\|13.39\|1551772;2026-05-21\|13.24\|-8.06\|14.26\|14.54\|13.22\|1296566;2026-05-22\|13.87\|4.76\|13.48\|14.05\|13.22\|994289;2026-05-25\|13.72\|-1.08\|14.14\|14.18\|13.28\|790521;2026-05-26\|13.82\|0.73\|13.56\|14.45\|13.47\|1034717;2026-05-27\|12.95\|-6.30\|13.76\|13.80\|12.87\|895010;2026-05-28\|13.03\|0.62\|13.13\|13.23\|12.56\|661715;2026-05-29\|12.35\|-5.22\|13.01\|13.15\|12.19\|697160;2026-06-01\|12.31\|-0.32\|12.25\|12.56\|11.91\|657985;2026-06-02\|12.60\|2.36\|12.32\|12.88\|12.30\|713170;2026-06-03\|13.58\|7.78\|12.61\|13.86\|12.58\|1127717;2026-06-04\|13.09\|-3.61\|13.30\|13.67\|12.85\|1292986;2026-06-05\|12.64\|-3.44\|12.90\|13.06\|12.58\|752443;2026-06-08\|11.68\|-6.56\|12.00\|12.28\|11.50\|616162;2026-06-09\|12.24\|4.79\|11.75\|12.28\|11.31\|661870;2026-06-10\|11.74\|-4.08\|11.98\|12.00\|11.36\|497516;2026-06-11\|11.41\|-2.81\|11.60\|11.98\|11.31\|467290;2026-06-12\|12.55\|9.99\|11.78\|12.55\|11.49\|1181859;2026-06-15\|12.61\|0.48\|12.22\|12.89\|12.22\|1661411;2026-06-16\|12.71\|0.79\|12.46\|12.89\|12.38\|1007351;2026-06-17\|12.17\|-4.25\|12.56\|12.64\|12.11\|803431;2026-06-18\|13.00\|6.82\|12.18\|13.30\|12.16\|1301561;2026-06-22\|12.72\|-2.15\|13.01\|13.29\|12.21\|1176184;2026-06-23\|12.03\|-5.42\|12.97\|13.12\|12.01\|1035755;2026-06-24\|11.62\|-3.41\|11.98\|12.18\|11.41\|794852;2026-06-25\|11.00\|-5.34\|11.45\|11.67\|10.96\|801821;2026-06-26\|10.38\|-5.64\|11.24\|11.25\|10.36\|615977;2026-06-29\|10.58\|1.93\|10.30\|10.95\|10.22\|631728;2026-06-30\|10.80\|2.08\|10.40\|10.87\|10.11\|687623;2026-07-01\|11.26\|4.26\|11.19\|11.70\|11.01\|874759;2026-07-02\|11.33\|0.62\|11.13\|11.92\|10.80\|835019;2026-07-03\|11.43\|0.88\|11.40\|11.63\|11.14\|571283;2026-07-06\|11.38\|-0.44\|11.33\|11.47\|11.18\|529039;2026-07-07\|10.95\|-3.78\|11.27\|11.42\|10.82\|406093;2026-07-08\|10.32\|-5.75\|10.99\|10.99\|10.22\|450589;2026-07-09\|10.86\|5.23\|10.32\|10.97\|9.99\|638827;2026-07-10\|10.70\|-1.47\|10.79\|11.11\|10.70\|389297;2026-07-13\|10.18\|-4.86\|10.55\|10.69\|10.15\|361870;2026-07-14\|10.25\|0.69\|10.14\|10.33\|9.95\|359372;2026-07-15\|10.36\|1.07\|10.25\|10.39\|10.07\|364792;2026-07-16\|10.12\|-2.32\|10.20\|10.36\|9.96\|367439;2026-07-17\|9.58\|-5.34\|10.02\|10.17\|9.57\|451474;2026-07-20\|9.23\|-3.65\|9.72\|9.75\|9.03\|385754;2026-07-21\|9.64\|4.44\|9.26\|9.70\|9.03\|388007;2026-07-22\|9.62\|-0.21\|9.59\|9.91\|9.50\|307793;2026-07-23\|9.89\|2.81\|9.63\|9.91\|9.56\|232333;2026-07-24\|9.48\|-4.15\|9.70\|9.74\|9.43\|229490;2026-07-27\|9.82\|3.59\|9.55\|9.98\|9.50\|233622;2026-07-28\|9.60\|-2.24\|9.70\|9.83\|9.54\|181261;2026-07-29\|10.07\|4.90\|9.65\|10.14\|9.64\|379250;2026-07-30\|9.75\|-3.18\|9.95\|10.14\|9.62\|303048;2026-07-31\|9.84\|0.92\|10.00\|10.12\|9.82\|266304;2026-08-03\|9.94\|1.02\|9.84\|10.02\|9.76\|168355;2026-08-04\|10.19\|2.52\|9.96\|10.27\|9.96\|230875;2026-08-05\|10.42\|2.26\|10.24\|10.51\|10.20\|268630;2026-08-06\|10.26\|-1.54\|10.53\|10.58\|10.15\|285269;2026-08-07\|10.45\|1.85\|10.28\|10.48\|10.18\|294811;2026-08-10\|10.40\|-0.48\|10.56\|10.59\|10.33\|250210;2026-08-11\|10.18\|-2.12\|10.36\|10.42\|10.17\|211080;2026-08-12\|10.19\|0.10\|10.18\|10.32\|10.15\|152382;2026-08-13\|9.95\|-2.36\|10.23\|10.25\|9.94\|264763;2026-08-14\|10.95\|10.05\|10.10\|10.95\|10.04\|592046;2026-08-17\|11.71\|6.94\|11.29\|11.75\|11.03\|1337166;2026-08-18\|11.95\|2.05\|11.75\|11.96\|11.49\|912209;2026-08-19\|12.95\|8.37\|11.89\|13.15\|11.83\|2039165;2026-08-20\|12.87\|-0.62\|12.83\|13.02\|12.41\|1492721;2026-08-21\|13.23\|2.80\|12.86\|13.46\|12.78\|1061058;2026-08-24\|13.38\|1.13\|13.10\|13.49\|13.01\|958272;2026-08-25\|13.46\|0.60\|13.12\|13.55\|13.10\|732256;2026-08-26\|13.17\|-2.15\|13.46\|13.64\|13.17\|582443;2026-08-27\|13.35\|1.37\|13.17\|13.63\|13.02\|665683;2026-08-28\|12.98\|-2.77\|13.30\|13.34\|12.92\|457063;2026-08-31\|13.49\|3.93\|12.63\|13.54\|12.56\|574918;2026-09-01\|13.46\|-0.22\|13.60\|13.86\|13.34\|412448;2026-09-02\|13.46\|0.00\|13.24\|13.61\|13.07\|468064;2026-09-03\|13.81\|2.60\|13.60\|13.92\|13.36\|636762;2026-09-04\|13.34\|-3.40\|13.74\|13.81\|13.20\|632871;2026-09-07\|13.31\|-0.22\|13.34\|13.48\|13.01\|491794;2026-09-08\|13.39\|0.60\|13.27\|13.50\|13.08\|388104;2026-09-09\|13.27\|-0.90\|13.80\|14.02\|13.15\|465602;2026-09-10\|13.25\|-0.15\|13.23\|13.46\|13.11\|342614;2026-09-11\|12.79\|-3.47\|12.95\|13.22\|12.68\|406387;2026-09-14\|13.14\|2.74\|12.60\|13.31\|12.46\|389026;2026-09-15\|12.82\|-2.44\|13.20\|13.20\|12.80\|230390;2026-09-16\|13.22\|3.12\|12.79\|13.30\|12.73\|351875;2026-09-17\|13.02\|-1.51\|13.02\|13.34\|12.95\|299105
112764	国务院印发《城市更新“十五五”规划》	城市更新+建设工程+上海国资 1、据2026年6月29日同济科技官微，公司于6月26日召开2025年年度股东会，确立“营城兴产共创未来”新使命，明确聚焦城市更新、资产价值提升等方向。据2026年6月22日投资者关系活动记录表，公司已深度参与凤南一村旧住房更新等30余个城市更新项目。 2、据2025年年度报告，公司为工程建设及咨询服务商，拥有多项综合甲级资质，报告期内新签施工合同额39.78亿元。 3、据公司资料，公司实际控制人为上海市杨浦区国有资产监督管理委员会，控股股东为上海同杨实业有限公司，属于上海国资背景企业。	公司深度参与30+城市更新项目	2026-05-14\|12.76\|0.31\|12.67\|12.88\|12.53\|53504;2026-05-15\|12.72\|-0.31\|12.69\|12.90\|12.38\|57032;2026-05-18\|12.45\|-2.12\|12.64\|12.68\|12.37\|32839;2026-05-19\|12.63\|1.45\|12.45\|12.69\|12.37\|28739;2026-05-20\|12.72\|0.71\|12.63\|12.80\|12.50\|26846;2026-05-21\|12.25\|-3.69\|12.72\|12.78\|12.25\|42885;2026-05-22\|12.15\|-0.82\|12.30\|12.40\|12.10\|31551;2026-05-25\|12.16\|0.08\|12.17\|12.31\|12.04\|20356;2026-05-26\|11.75\|-3.37\|12.06\|12.19\|11.66\|31050;2026-05-27\|11.31\|-3.74\|11.75\|11.75\|11.23\|37781;2026-05-28\|11.30\|-0.09\|11.31\|11.45\|11.16\|23267;2026-05-29\|10.97\|-2.92\|11.30\|11.38\|10.95\|42058;2026-06-01\|11.25\|2.55\|10.90\|11.32\|10.85\|39423;2026-06-02\|11.31\|0.53\|11.25\|11.58\|11.06\|45381;2026-06-03\|12.29\|8.66\|11.38\|12.44\|11.30\|150270;2026-06-04\|11.72\|-4.64\|12.48\|12.49\|11.66\|117697;2026-06-05\|11.39\|-2.82\|11.84\|11.84\|11.33\|52499;2026-06-08\|11.01\|-3.34\|11.08\|11.32\|10.88\|40298;2026-06-09\|10.99\|-0.18\|10.92\|11.13\|10.72\|39704;2026-06-10\|10.75\|-2.18\|10.85\|10.95\|10.62\|26427;2026-06-11\|10.05\|-6.51\|10.64\|10.68\|9.95\|75908;2026-06-12\|10.41\|3.58\|10.15\|10.78\|10.14\|78729;2026-06-15\|10.23\|-1.73\|10.52\|10.99\|10.16\|89642;2026-06-16\|9.80\|-4.20\|10.35\|10.35\|9.76\|81803;2026-06-17\|9.79\|-0.10\|9.76\|9.85\|9.51\|82453;2026-06-18\|9.55\|-2.45\|9.80\|9.93\|9.48\|75607;2026-06-22\|9.59\|0.42\|9.56\|9.84\|9.16\|121301;2026-06-23\|9.80\|2.19\|9.61\|9.85\|9.48\|89482;2026-06-24\|10.01\|2.14\|9.67\|10.08\|9.56\|107240;2026-06-25\|9.88\|-1.30\|10.15\|10.15\|9.20\|104281;2026-06-26\|9.07\|-8.20\|9.45\|9.51\|9.06\|81052;2026-06-29\|9.09\|0.22\|9.01\|9.38\|8.85\|85207;2026-06-30\|10.00\|10.01\|9.12\|10.00\|8.92\|115470;2026-07-01\|10.54\|5.40\|10.00\|10.69\|10.00\|112706;2026-07-02\|10.77\|2.18\|10.64\|11.06\|10.43\|85162;2026-07-03\|10.93\|1.49\|10.88\|11.27\|10.76\|63141;2026-07-06\|11.45\|4.76\|10.76\|11.90\|10.76\|91634;2026-07-07\|10.92\|-4.63\|11.44\|11.65\|10.89\|61411;2026-07-08\|10.80\|-1.10\|10.86\|11.05\|10.66\|43102;2026-07-09\|11.43\|5.83\|10.79\|11.51\|10.65\|75180;2026-07-10\|11.31\|-1.05\|11.30\|11.50\|11.20\|45369;2026-07-13\|10.81\|-4.42\|11.21\|11.27\|10.76\|36299;2026-07-14\|11.37\|5.18\|10.96\|11.37\|10.76\|59023;2026-07-15\|11.25\|-1.06\|11.36\|11.57\|11.24\|43656;2026-07-16\|11.96\|6.31\|11.18\|12.00\|11.15\|107092;2026-07-17\|11.03\|-7.78\|11.71\|12.12\|10.91\|98558;2026-07-20\|10.71\|-2.90\|11.19\|11.29\|10.56\|73071;2026-07-21\|11.78\|9.99\|10.65\|11.78\|10.57\|90287;2026-07-22\|11.85\|0.59\|12.22\|12.39\|11.68\|98472;2026-07-23\|11.38\|-3.97\|11.96\|11.97\|10.94\|98457;2026-07-24\|11.01\|-3.25\|11.28\|11.60\|11.01\|66364;2026-07-27\|11.26\|2.27\|11.00\|11.38\|10.88\|44210;2026-07-28\|12.09\|7.37\|11.05\|12.39\|11.05\|147768;2026-07-29\|11.78\|-2.56\|11.97\|12.08\|11.45\|96553;2026-07-30\|11.49\|-2.46\|11.72\|12.08\|11.48\|70960;2026-07-31\|11.55\|0.52\|11.72\|11.95\|11.45\|63613;2026-08-03\|11.64\|0.78\|11.55\|11.64\|11.23\|62478;2026-08-04\|12.14\|4.30\|11.60\|12.40\|11.42\|88125;2026-08-05\|12.00\|-1.15\|12.14\|12.45\|11.91\|66030;2026-08-06\|12.05\|0.42\|12.01\|12.18\|11.86\|56914;2026-08-07\|11.99\|-0.50\|12.05\|12.33\|11.88\|101408;2026-08-10\|12.85\|7.17\|11.97\|13.11\|11.68\|128625;2026-08-11\|12.65\|-1.56\|12.85\|13.20\|12.63\|73281;2026-08-12\|12.61\|-0.32\|12.71\|12.80\|12.49\|43573;2026-08-13\|12.37\|-1.90\|12.55\|12.61\|12.35\|38585;2026-08-14\|12.52\|1.21\|12.54\|12.65\|12.27\|44408;2026-08-17\|12.35\|-1.36\|12.40\|12.50\|12.02\|52192;2026-08-18\|12.17\|-1.46\|12.44\|12.44\|11.88\|64938;2026-08-19\|12.07\|-0.82\|12.09\|12.49\|11.93\|51042;2026-08-20\|11.96\|0.17\|12.00\|12.15\|11.82\|26096;2026-08-21\|11.47\|-4.10\|11.85\|11.88\|11.39\|47867;2026-08-24\|11.42\|-0.44\|11.53\|11.64\|10.75\|62850;2026-08-25\|11.56\|1.23\|11.30\|11.69\|11.19\|36152;2026-08-26\|11.78\|1.90\|11.50\|12.11\|11.50\|45783;2026-08-27\|11.84\|0.51\|11.90\|11.99\|11.74\|23556;2026-08-28\|11.89\|0.42\|11.83\|11.98\|11.70\|27550;2026-08-31\|11.89\|0.00\|11.81\|12.05\|11.74\|22472;2026-09-01\|11.96\|0.59\|11.96\|12.17\|11.80\|32309;2026-09-02\|11.75\|-1.76\|11.93\|11.93\|11.74\|24630;2026-09-03\|11.79\|0.34\|11.83\|11.98\|11.75\|31799;2026-09-04\|11.75\|-0.34\|11.77\|12.04\|11.68\|37482;2026-09-07\|11.83\|0.68\|11.82\|11.94\|11.66\|32097;2026-09-08\|11.80\|-0.25\|11.83\|11.89\|11.59\|32998;2026-09-09\|11.76\|-0.34\|11.71\|11.99\|11.70\|33972;2026-09-10\|11.39\|-3.15\|11.70\|11.75\|11.36\|30623;2026-09-11\|11.17\|-1.93\|11.30\|11.41\|11.02\|30334;2026-09-14\|11.11\|-0.54\|11.20\|11.24\|11.08\|13602;2026-09-15\|10.84\|-2.43\|11.19\|11.19\|10.80\|25265;2026-09-16\|10.84\|0.00\|10.74\|11.00\|10.70\|18643;2026-09-17\|10.96\|1.11\|10.78\|11.06\|10.76\|25375
112763		高速光模块发布+算力配套+商业航天+央企行业原因： 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、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	中航科工集团旗下，航天连接器龙头，市场占比超过70%；一季度净利润同比增长12.18%	2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077;2026-07-14\|74.37\|-2.14\|76.00\|78.43\|70.84\|278996;2026-07-15\|70.36\|-5.39\|73.92\|74.59\|70.02\|164477;2026-07-16\|72.08\|2.44\|69.41\|75.36\|69.01\|224985;2026-07-17\|64.76\|-9.99\|71.63\|72.00\|64.76\|222576;2026-07-20\|63.58\|-1.82\|67.18\|69.01\|61.70\|219007;2026-07-21\|66.98\|5.35\|64.50\|67.16\|58.46\|229406;2026-07-22\|69.55\|3.84\|65.11\|73.25\|65.00\|289819;2026-07-23\|66.14\|-4.90\|69.55\|72.50\|65.40\|206597;2026-07-24\|65.90\|-0.36\|64.05\|68.74\|64.05\|144216;2026-07-27\|67.73\|2.78\|65.90\|68.00\|63.89\|151786;2026-07-28\|61.62\|-9.02\|66.79\|67.70\|61.18\|155838;2026-07-29\|61.08\|-0.88\|62.00\|62.99\|58.30\|148114;2026-07-30\|57.16\|-6.42\|61.00\|61.35\|54.97\|191144;2026-07-31\|61.37\|7.37\|59.96\|62.77\|59.20\|200753;2026-08-03\|61.39\|0.03\|63.99\|64.92\|60.66\|171567;2026-08-04\|63.47\|3.39\|63.50\|64.68\|62.20\|156475;2026-08-05\|66.33\|4.51\|63.00\|67.42\|62.56\|201808;2026-08-06\|65.51\|-1.24\|64.00\|66.90\|63.71\|180358;2026-08-07\|65.77\|0.40\|65.25\|66.48\|63.84\|161482;2026-08-10\|64.28\|-2.27\|66.20\|66.55\|62.81\|152849;2026-08-11\|64.05\|-0.36\|62.82\|65.47\|61.80\|133066;2026-08-12\|64.49\|0.69\|63.81\|66.53\|63.81\|114854;2026-08-13\|64.96\|0.73\|65.60\|66.88\|64.76\|161100;2026-08-14\|64.22\|-1.14\|65.01\|67.48\|63.56\|121416;2026-08-17\|65.16\|1.46\|64.11\|65.50\|63.61\|128686;2026-08-18\|71.68\|10.01\|65.38\|71.68\|64.35\|291436;2026-08-19\|64.51\|-10.00\|71.26\|71.50\|64.51\|372781;2026-08-20\|60.78\|-5.78\|63.62\|64.50\|60.10\|248996;2026-08-21\|62.67\|3.11\|60.29\|63.59\|59.31\|165410;2026-08-24\|59.37\|-5.27\|63.89\|64.37\|57.70\|161401;2026-08-25\|60.67\|2.19\|58.59\|61.50\|57.88\|110257;2026-08-26\|60.52\|-0.25\|60.78\|61.81\|60.27\|76612;2026-08-27\|62.81\|3.78\|61.74\|63.00\|60.52\|144384;2026-08-28\|62.35\|-0.73\|62.10\|63.78\|62.10\|102015;2026-08-31\|65.51\|5.07\|61.50\|66.66\|61.18\|171557;2026-09-01\|66.80\|1.97\|65.49\|67.37\|64.63\|177308;2026-09-02\|66.42\|-0.57\|66.59\|67.40\|64.80\|120935;2026-09-03\|66.77\|0.53\|66.90\|67.24\|65.10\|82220;2026-09-04\|64.18\|-3.88\|67.03\|67.57\|63.76\|110776;2026-09-07\|67.40\|5.02\|64.99\|68.20\|63.00\|139630;2026-09-08\|65.57\|-2.72\|66.95\|67.13\|65.31\|90544;2026-09-09\|64.20\|-2.09\|65.88\|66.94\|63.69\|109102;2026-09-10\|63.40\|-1.25\|63.51\|65.05\|63.10\|72237;2026-09-11\|63.01\|-0.62\|62.55\|63.88\|60.30\|111996;2026-09-14\|65.30\|3.63\|62.39\|65.75\|62.00\|96703;2026-09-15\|68.78\|5.33\|64.58\|70.28\|64.57\|212104;2026-09-16\|70.36\|2.30\|68.82\|70.72\|67.68\|149498;2026-09-17\|73.16\|3.98\|71.22\|76.37\|70.50\|222616
112762		AI算力磁材+芯片电感+机器人+磁材龙头行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年4月15日投资者关系管理信息，AI算力快速发展，对于高频、低损耗磁性材料以及器件需求增加较快，公司相关业务发展较快，芯片电感业务增速较快且已实现规模化量产。 2、据2026年7月2日互动易，公司芯片电感订单饱满；据2025年6月4日互动易，公司已有配套供应给机器人客户的充电单元和EMC滤波单元等产品。 3、据2026年4月15日投资者关系管理信息，公司磁材在巩固龙头地位的同时，在AI服务器和新能源汽车的多个应用领域实现了出货的较高速增长；据2025年半年度报告，公司是国内磁性材料体系最全、生产规模最大的企业，铁氧体磁性材料出货量位列行业首位。	全球规模最大的铁氧体磁性材料生产企业	2026-05-14\|19.75\|-1.45\|20.20\|20.39\|19.75\|365780;2026-05-15\|19.18\|-2.89\|19.83\|19.95\|19.00\|356742;2026-05-18\|19.61\|2.24\|19.10\|19.93\|18.93\|302633;2026-05-19\|19.39\|-1.12\|19.47\|19.86\|19.15\|249785;2026-05-20\|20.02\|3.25\|19.28\|20.20\|19.21\|450147;2026-05-21\|19.73\|-1.45\|20.25\|20.70\|19.72\|532565;2026-05-22\|20.37\|3.24\|19.98\|20.45\|19.68\|418515;2026-05-25\|22.41\|10.01\|20.51\|22.41\|20.40\|952149;2026-05-26\|23.45\|4.64\|22.80\|24.15\|22.80\|1283213;2026-05-27\|24.52\|4.56\|23.39\|25.25\|23.26\|979973;2026-05-28\|26.97\|9.99\|24.48\|26.97\|24.26\|1221028;2026-05-29\|25.21\|-6.53\|26.82\|26.85\|24.95\|1008427;2026-06-01\|24.33\|-3.49\|25.06\|26.11\|24.29\|736539;2026-06-02\|25.66\|5.47\|24.33\|26.32\|23.42\|783141;2026-06-03\|27.50\|7.17\|25.80\|28.23\|25.56\|1185369;2026-06-04\|29.42\|6.98\|27.49\|30.24\|26.54\|1312554;2026-06-05\|29.16\|-0.88\|29.01\|30.18\|27.82\|1119997;2026-06-08\|26.50\|-9.12\|27.59\|28.19\|26.34\|809897;2026-06-09\|27.83\|5.02\|27.70\|28.44\|26.87\|721818;2026-06-10\|25.48\|-8.44\|27.21\|27.43\|25.16\|830243;2026-06-11\|24.72\|-2.98\|25.30\|25.68\|24.40\|669529;2026-06-12\|24.62\|-0.40\|25.08\|26.18\|24.29\|834595;2026-06-15\|25.45\|3.37\|25.05\|25.58\|24.55\|676935;2026-06-16\|26.25\|3.14\|25.62\|27.27\|24.85\|1002312;2026-06-17\|26.32\|0.27\|26.03\|26.94\|25.48\|832598;2026-06-18\|27.13\|5.44\|25.61\|27.88\|25.16\|1068914;2026-06-22\|29.24\|7.78\|27.80\|29.31\|26.95\|1241482;2026-06-23\|29.25\|0.03\|28.60\|29.63\|27.81\|1077852;2026-06-24\|27.45\|-6.15\|28.88\|29.30\|26.71\|989550;2026-06-25\|30.20\|10.02\|27.46\|30.20\|26.68\|848919;2026-06-26\|30.52\|1.06\|30.17\|31.97\|29.81\|1192784;2026-06-29\|28.83\|-5.54\|30.22\|30.86\|27.50\|921776;2026-06-30\|30.48\|5.72\|28.83\|30.96\|28.55\|691632;2026-07-01\|30.76\|0.92\|30.88\|31.89\|29.99\|801477;2026-07-02\|30.66\|-0.33\|29.50\|32.74\|29.30\|964790;2026-07-03\|32.82\|7.04\|31.11\|33.73\|29.11\|1258444;2026-07-06\|30.78\|-6.22\|32.83\|33.01\|29.54\|1201906;2026-07-07\|30.95\|0.55\|30.49\|31.79\|30.06\|758823;2026-07-08\|29.94\|-3.26\|32.60\|32.91\|29.74\|921500;2026-07-09\|27.91\|-6.78\|29.66\|29.90\|26.95\|1039571;2026-07-10\|26.75\|-4.16\|27.76\|28.09\|26.66\|736380;2026-07-13\|24.08\|-9.98\|26.11\|26.30\|24.08\|521558;2026-07-14\|25.71\|6.77\|23.60\|25.76\|22.93\|760055;2026-07-15\|25.74\|0.12\|25.86\|26.99\|25.62\|569212;2026-07-16\|25.06\|-2.64\|25.54\|26.14\|24.80\|417827;2026-07-17\|24.04\|-4.07\|25.06\|25.49\|23.41\|425548;2026-07-20\|21.64\|-9.98\|24.21\|24.51\|21.64\|592685;2026-07-21\|22.84\|5.55\|21.91\|22.96\|20.75\|517110;2026-07-22\|21.70\|-4.99\|22.61\|23.14\|21.48\|357226;2026-07-23\|21.75\|0.23\|21.70\|21.95\|21.44\|238302;2026-07-24\|21.18\|-2.62\|21.14\|21.80\|20.70\|343025;2026-07-27\|22.15\|4.58\|21.18\|22.19\|20.86\|331607;2026-07-28\|20.93\|-5.51\|21.77\|21.90\|20.80\|289525;2026-07-29\|20.88\|-0.24\|20.93\|21.17\|20.19\|291404;2026-07-30\|20.15\|-3.50\|20.65\|21.10\|19.77\|374688;2026-07-31\|20.79\|3.18\|20.93\|21.63\|20.73\|402259;2026-08-03\|20.09\|-3.37\|20.79\|20.81\|20.00\|285744;2026-08-04\|20.71\|3.09\|20.24\|20.93\|20.13\|275872;2026-08-05\|21.94\|5.94\|20.71\|22.27\|20.60\|431394;2026-08-06\|21.68\|-1.19\|21.93\|22.05\|21.37\|328368;2026-08-07\|22.20\|2.40\|21.66\|22.40\|21.50\|377878;2026-08-10\|21.90\|-1.35\|22.20\|22.50\|21.57\|271860;2026-08-11\|22.64\|3.38\|21.70\|23.41\|21.57\|467683;2026-08-12\|22.35\|-1.28\|22.54\|22.87\|22.03\|349601;2026-08-13\|22.03\|-1.43\|22.34\|23.20\|22.01\|382484;2026-08-14\|22.65\|2.81\|22.10\|22.74\|22.10\|275372;2026-08-17\|23.24\|2.60\|22.73\|23.30\|22.58\|269220;2026-08-18\|23.15\|-0.39\|23.22\|23.50\|22.87\|222417;2026-08-19\|21.30\|-7.99\|22.65\|22.77\|21.18\|403009;2026-08-20\|21.48\|0.85\|21.65\|22.11\|21.30\|243292;2026-08-21\|21.53\|0.23\|21.38\|21.68\|21.00\|172759;2026-08-24\|21.31\|-1.02\|21.58\|21.73\|20.93\|207550;2026-08-25\|21.24\|-0.33\|21.21\|21.49\|20.63\|156711;2026-08-26\|21.14\|-0.47\|21.20\|21.45\|20.94\|136734;2026-08-27\|21.62\|2.27\|21.17\|21.70\|20.96\|196135;2026-08-28\|21.30\|-1.48\|21.60\|21.77\|21.26\|151342;2026-08-31\|21.20\|-0.47\|21.01\|21.33\|20.60\|191747;2026-09-01\|20.52\|-3.21\|21.26\|21.32\|20.50\|229688;2026-09-02\|19.95\|-2.78\|20.28\|20.35\|19.88\|195146;2026-09-03\|20.17\|1.10\|20.09\|20.32\|19.97\|123305;2026-09-04\|19.72\|-2.23\|20.35\|20.52\|19.64\|181243;2026-09-07\|20.61\|4.51\|19.85\|20.88\|19.65\|374361;2026-09-08\|20.11\|-2.43\|20.45\|20.50\|20.02\|223129;2026-09-09\|19.94\|-0.85\|20.10\|20.14\|19.76\|168053;2026-09-10\|19.74\|-1.00\|19.85\|19.97\|19.68\|116640;2026-09-11\|19.71\|-0.15\|19.56\|19.81\|19.01\|202722;2026-09-14\|19.86\|0.76\|19.58\|20.03\|19.52\|142144;2026-09-15\|19.63\|-1.16\|19.87\|19.90\|19.57\|114782;2026-09-16\|19.68\|0.25\|19.63\|19.85\|19.31\|138651;2026-09-17\|19.54\|-0.71\|19.53\|19.84\|19.46\|102436
112761	ITER超导磁体测试设施正式投入运行	可控核聚变+高温超导+商业航天行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券日报2026年6月30日报道，我国聚变堆关键超导磁体核心技术实现自主突破，推动行业迈入工程验证关键阶段；据2026年4月30日年报，联创超导已完成“星火一号”超导磁体总体方案设计，有序推进TF、CS技术验证磁体研发工作。 2、据2026年4月30日年报，联创超导已实现高温超导技术在感应加热、磁控硅单晶生长、可控核聚变、电磁弹射四大应用领域的产业化落地，潜在市场规模约2000亿元。 3、据2026年4月30日年报，2025年联创超导切入商业航天电磁弹射领域，完成“大功率低温制冷系统与模型超导磁体研制服务项目”并通过客户验收，完成首单高温超导电磁弹射模组设计制造。	1、公司通过参股子公司联创超导中标资阳商业航天研究院 1960 万元超导磁体项目，持股 30% 合资设立商业航天运营公司，以高温超导核心技术支撑电磁发射场装备研发，参与全球首个超导磁悬浮电磁发射验证平台建设，推动低成本、高频次商业航天发射技术落地； 2、公司旗下联创超导是国内唯一能设计制造高磁场（15-20T）大口径高温超导磁体的企业，通过参与 “星火一号” 聚变 - 裂变混合示范堆等项目，为核聚变装置提供高温超导磁体系统和低温制冷系统	2026-05-14\|44.26\|-5.63\|46.59\|47.20\|44.19\|183299;2026-05-15\|41.75\|-5.67\|44.00\|44.50\|41.23\|231202;2026-05-18\|40.38\|-3.28\|40.77\|42.16\|40.20\|210816;2026-05-19\|42.44\|5.10\|40.30\|42.68\|39.30\|218580;2026-05-20\|40.95\|-3.51\|42.36\|42.39\|40.67\|141423;2026-05-21\|39.23\|-4.20\|41.07\|41.95\|39.08\|140504;2026-05-22\|39.71\|1.22\|39.00\|39.98\|38.87\|122000;2026-05-25\|41.08\|3.45\|39.94\|41.13\|39.21\|156233;2026-05-26\|39.63\|-3.53\|40.68\|40.80\|38.81\|137608;2026-05-27\|38.60\|-2.60\|39.41\|40.28\|38.32\|127156;2026-05-28\|38.52\|-0.21\|38.50\|38.85\|37.76\|129189;2026-05-29\|35.60\|-7.58\|38.52\|39.33\|35.39\|204196;2026-06-01\|35.75\|0.42\|35.62\|36.80\|35.62\|162230;2026-06-02\|34.45\|-3.64\|35.77\|35.98\|33.12\|201764;2026-06-03\|36.90\|7.11\|34.70\|37.90\|34.28\|299369;2026-06-04\|35.91\|-2.68\|36.90\|38.00\|35.54\|271183;2026-06-05\|36.28\|1.03\|36.24\|37.63\|35.93\|241138;2026-06-08\|34.51\|-4.88\|34.87\|36.42\|34.03\|170738;2026-06-09\|34.40\|-0.32\|35.05\|35.05\|33.71\|146122;2026-06-10\|32.86\|-4.48\|33.89\|34.31\|32.32\|184233;2026-06-11\|32.74\|-0.37\|32.86\|33.94\|31.91\|208525;2026-06-12\|32.98\|0.73\|33.18\|33.82\|32.62\|157433;2026-06-15\|34.51\|4.64\|32.99\|34.93\|32.72\|161101;2026-06-16\|35.27\|2.20\|34.43\|35.74\|33.98\|166877;2026-06-17\|34.61\|-1.87\|34.90\|35.50\|34.38\|142442;2026-06-18\|34.45\|-0.46\|34.65\|35.49\|33.96\|126209;2026-06-22\|33.52\|-2.70\|33.80\|35.12\|32.51\|180622;2026-06-23\|32.40\|-3.34\|33.44\|33.80\|32.29\|150224;2026-06-24\|31.90\|-1.54\|32.20\|32.72\|31.43\|168005;2026-06-25\|31.61\|-0.91\|31.69\|32.13\|30.68\|224963;2026-06-26\|29.57\|-6.45\|31.87\|31.87\|29.57\|192771;2026-06-29\|32.53\|10.01\|31.50\|32.53\|31.35\|62284;2026-06-30\|35.78\|9.99\|33.88\|35.78\|31.42\|403843;2026-07-01\|37.05\|3.55\|36.42\|38.25\|35.99\|518327;2026-07-02\|35.80\|-3.37\|35.22\|37.05\|35.22\|357565;2026-07-03\|36.81\|2.82\|35.80\|37.20\|35.41\|342112;2026-07-06\|34.28\|-6.87\|37.11\|37.18\|33.74\|336647;2026-07-07\|33.04\|-3.62\|34.17\|34.58\|32.36\|256099;2026-07-08\|32.12\|-2.78\|33.03\|33.27\|31.55\|191572;2026-07-09\|32.69\|1.77\|32.13\|32.72\|30.97\|182393;2026-07-10\|34.11\|4.34\|32.53\|35.96\|32.30\|364337;2026-07-13\|30.70\|-10.00\|33.55\|33.60\|30.70\|232120;2026-07-14\|28.87\|-5.96\|30.50\|30.51\|27.73\|275633;2026-07-15\|28.69\|-0.62\|28.96\|29.95\|28.60\|175863;2026-07-16\|28.60\|-0.31\|28.32\|29.69\|28.10\|148664;2026-07-17\|26.41\|-7.66\|28.41\|28.80\|26.40\|197399;2026-07-20\|25.63\|-2.95\|27.11\|27.22\|24.90\|203176;2026-07-21\|26.10\|1.83\|25.75\|26.26\|24.73\|172124;2026-07-22\|25.44\|-2.53\|25.74\|26.05\|25.29\|149394;2026-07-23\|26.32\|3.46\|25.25\|26.33\|25.25\|155039;2026-07-24\|24.93\|-5.28\|25.87\|26.05\|24.92\|131929;2026-07-27\|25.98\|4.21\|24.94\|25.99\|24.79\|134003;2026-07-28\|25.48\|-1.92\|25.70\|26.13\|25.40\|99039;2026-07-29\|26.03\|2.16\|25.46\|26.22\|25.09\|138339;2026-07-30\|25.72\|-1.19\|25.84\|26.49\|25.53\|134669;2026-07-31\|25.72\|0.00\|26.21\|26.55\|25.52\|215770;2026-08-03\|27.04\|5.13\|25.84\|27.05\|25.80\|219103;2026-08-04\|27.38\|1.26\|26.80\|27.58\|26.73\|187838;2026-08-05\|24.64\|-10.01\|24.64\|24.64\|24.64\|53732;2026-08-06\|22.18\|-9.98\|22.18\|22.18\|22.18\|36423;2026-08-07\|22.80\|2.80\|20.50\|22.95\|20.50\|1351558;2026-08-10\|20.52\|-10.00\|21.36\|21.55\|20.52\|404106;2026-08-11\|20.55\|0.15\|19.27\|21.10\|19.22\|1004200;2026-08-12\|21.72\|5.69\|20.56\|21.88\|20.05\|776373;2026-08-13\|20.73\|-4.56\|21.72\|21.97\|20.73\|599952;2026-08-14\|20.36\|-1.78\|20.51\|20.95\|20.08\|385454;2026-08-17\|21.15\|3.88\|20.43\|21.18\|19.96\|455845;2026-08-18\|20.17\|-4.63\|20.77\|21.20\|19.97\|442404;2026-08-19\|18.35\|-9.02\|19.87\|19.88\|18.31\|494575;2026-08-20\|18.36\|0.05\|18.50\|19.12\|18.10\|329781;2026-08-21\|18.21\|-0.82\|18.18\|18.35\|17.78\|253191;2026-08-24\|17.04\|-6.42\|18.03\|18.29\|16.78\|487865;2026-08-25\|17.74\|4.11\|16.99\|18.04\|16.97\|419609;2026-08-26\|17.84\|0.56\|17.55\|18.23\|17.42\|367322;2026-08-27\|18.21\|2.07\|17.76\|18.25\|17.60\|304463;2026-08-28\|18.19\|-0.11\|18.18\|18.67\|18.00\|241230;2026-08-31\|16.37\|-10.01\|16.60\|16.98\|16.37\|219762;2026-09-01\|16.21\|-0.98\|16.01\|16.54\|15.73\|803157;2026-09-02\|16.34\|0.80\|16.04\|16.58\|16.01\|451056;2026-09-03\|16.00\|-2.08\|16.35\|16.61\|15.86\|337444;2026-09-04\|16.31\|1.94\|15.96\|16.88\|15.95\|469084;2026-09-07\|16.37\|0.37\|16.29\|16.57\|16.18\|264745;2026-09-08\|16.05\|-1.95\|16.36\|16.37\|16.00\|256286;2026-09-09\|15.79\|-1.62\|16.05\|16.18\|15.73\|232921;2026-09-10\|15.58\|-1.33\|15.73\|15.81\|15.41\|180206;2026-09-11\|15.20\|-2.44\|15.52\|15.52\|14.92\|221830;2026-09-14\|15.19\|-0.07\|15.03\|15.27\|14.97\|141605;2026-09-15\|14.94\|-1.65\|15.21\|15.26\|14.94\|134692;2026-09-16\|15.46\|3.48\|14.95\|15.47\|14.68\|252161;2026-09-17\|15.22\|-1.55\|15.34\|15.52\|15.06\|185623
112760		半导体显示+收购半导体+一季报增长+回购行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月3日公告，公司拟发行股份及支付现金购买广州华星半导体45%股权，收购完成后将实现100%控股；该产线2026年一季度净利润5.1亿元，预计全年超21亿元，将显著增厚归母净利。 2、公司主营半导体显示业务，LCD产能全球前二，TV面板出货市占率全球第二，在电竞MNT、LTPS笔电等细分品类市占率全球第一。 3、据2026年4月30日一季报，公司实现营收434.78亿元，同比增长8.37%；归母净利润15.56亿元，同比增长53.71%，创下过去17个季度新高。 4、据2026年6月23日公告，公司首次回购8216.76万股，成交总金额约4亿元；据2026年6月3日公告，公司主动取消46亿元配套融资，并将2026年拟回购金额提升至11-12亿元，同时推出核心管理团队锁定五年的合伙人持股计划。	公司拟最多12亿元回购公司股份	2026-05-14\|4.28\|-2.06\|4.37\|4.41\|4.28\|4623411;2026-05-15\|4.18\|-2.34\|4.31\|4.33\|4.17\|6763993;2026-05-18\|4.22\|0.96\|4.18\|4.25\|4.12\|4317445;2026-05-19\|4.30\|1.90\|4.20\|4.31\|4.16\|4846094;2026-05-20\|4.23\|-1.63\|4.27\|4.29\|4.18\|4486764;2026-05-21\|4.37\|3.31\|4.56\|4.65\|4.24\|23881940;2026-05-22\|4.38\|0.23\|4.25\|4.45\|4.13\|19596776;2026-05-25\|4.44\|1.37\|4.38\|4.51\|4.33\|12381839;2026-05-26\|4.65\|4.73\|4.38\|4.73\|4.37\|16752598;2026-05-27\|4.68\|0.65\|4.66\|4.93\|4.61\|15703706;2026-05-28\|4.59\|-1.92\|4.60\|4.69\|4.48\|9801139;2026-05-29\|4.28\|-6.75\|4.57\|4.57\|4.26\|11156233;2026-06-01\|4.40\|2.80\|4.27\|4.53\|4.27\|10253294;2026-06-02\|4.43\|0.68\|4.38\|4.45\|4.26\|7858500;2026-06-03\|4.74\|7.00\|4.66\|4.87\|4.66\|23853333;2026-06-04\|4.92\|3.80\|4.72\|5.03\|4.68\|21305466;2026-06-05\|4.89\|-0.61\|4.89\|5.15\|4.82\|18851179;2026-06-08\|4.65\|-4.91\|4.74\|4.89\|4.61\|13012086;2026-06-09\|4.86\|4.52\|4.74\|4.90\|4.63\|12178315;2026-06-10\|4.67\|-3.91\|4.77\|4.78\|4.58\|10210781;2026-06-11\|4.51\|-1.53\|4.55\|4.60\|4.45\|8927828;2026-06-12\|4.55\|0.89\|4.59\|4.65\|4.45\|12013767;2026-06-15\|4.62\|1.54\|4.57\|4.66\|4.53\|9240689;2026-06-16\|4.65\|0.65\|4.60\|4.78\|4.59\|10527583;2026-06-17\|5.12\|10.11\|4.60\|5.12\|4.59\|21313148;2026-06-18\|5.00\|-2.34\|5.21\|5.24\|4.98\|18041617;2026-06-22\|4.99\|-0.20\|5.10\|5.17\|4.90\|14953751;2026-06-23\|4.85\|-2.81\|4.94\|5.01\|4.80\|11226547;2026-06-24\|4.85\|0.00\|4.80\|4.95\|4.75\|11765944;2026-06-25\|5.34\|10.10\|5.07\|5.34\|5.02\|22584806;2026-06-26\|5.40\|1.12\|5.36\|5.67\|5.29\|24403472;2026-06-29\|5.29\|-2.04\|5.43\|5.57\|5.20\|17084609;2026-06-30\|5.82\|10.02\|5.35\|5.82\|5.33\|11718305;2026-07-01\|6.12\|5.15\|5.98\|6.26\|5.86\|26059238;2026-07-02\|5.92\|-3.27\|5.88\|6.18\|5.51\|24698461;2026-07-03\|5.65\|-4.56\|5.77\|5.95\|5.48\|16631712;2026-07-06\|5.19\|-8.14\|5.60\|5.63\|5.18\|16484479;2026-07-07\|5.26\|1.35\|5.19\|5.41\|5.12\|12212721;2026-07-08\|5.04\|-4.18\|5.19\|5.31\|4.93\|11724135;2026-07-09\|5.36\|6.35\|5.05\|5.38\|5.05\|13829470;2026-07-10\|5.12\|-4.48\|5.37\|5.49\|5.12\|13076890;2026-07-13\|4.81\|-6.05\|5.07\|5.11\|4.76\|10993521;2026-07-14\|5.13\|6.65\|4.99\|5.16\|4.91\|11272724;2026-07-15\|5.02\|-2.14\|5.23\|5.24\|4.95\|8280522;2026-07-16\|4.98\|-0.80\|4.90\|5.07\|4.88\|6596254;2026-07-17\|5.00\|0.40\|4.96\|5.06\|4.85\|9154284;2026-07-20\|4.97\|-0.60\|5.01\|5.10\|4.89\|8365729;2026-07-21\|5.35\|7.65\|5.00\|5.35\|4.99\|12043244;2026-07-22\|5.15\|-3.74\|5.24\|5.32\|5.13\|8523790;2026-07-23\|5.16\|0.19\|5.15\|5.19\|5.06\|6027748;2026-07-24\|5.04\|-2.33\|5.07\|5.11\|5.02\|4275242;2026-07-27\|5.10\|1.19\|5.05\|5.11\|4.91\|5042345;2026-07-28\|4.91\|-3.73\|4.99\|5.04\|4.90\|5255759;2026-07-29\|4.93\|0.41\|4.88\|4.96\|4.78\|5339033;2026-07-30\|4.72\|-4.26\|4.85\|4.88\|4.70\|7206880;2026-07-31\|4.73\|0.21\|4.87\|4.92\|4.73\|7160223;2026-08-03\|4.70\|-0.63\|4.66\|4.72\|4.65\|4393716;2026-08-04\|4.77\|1.49\|4.72\|4.79\|4.71\|4270069;2026-08-05\|4.87\|2.10\|4.75\|4.90\|4.73\|7469975;2026-08-06\|4.82\|-1.03\|4.78\|4.86\|4.75\|5318960;2026-08-07\|4.86\|0.83\|4.79\|4.88\|4.77\|5506046;2026-08-10\|4.87\|0.21\|4.86\|4.88\|4.77\|4791213;2026-08-11\|5.00\|2.67\|4.84\|5.09\|4.83\|8585715;2026-08-12\|5.09\|1.80\|4.97\|5.13\|4.95\|5690270;2026-08-13\|5.17\|1.57\|5.12\|5.34\|5.07\|8586003;2026-08-14\|5.14\|-0.58\|5.18\|5.24\|5.08\|4459335;2026-08-17\|5.19\|0.97\|5.14\|5.20\|5.11\|4289402;2026-08-18\|5.24\|0.96\|5.18\|5.28\|5.17\|5648853;2026-08-19\|5.05\|-3.63\|5.11\|5.20\|5.01\|5599179;2026-08-20\|5.03\|-0.40\|5.10\|5.14\|5.00\|4129900;2026-08-21\|5.03\|0.00\|5.01\|5.06\|4.95\|2901531;2026-08-24\|4.92\|-2.19\|5.05\|5.06\|4.87\|4305641;2026-08-25\|4.91\|-0.20\|4.87\|4.93\|4.83\|2552987;2026-08-26\|4.91\|0.00\|4.91\|4.96\|4.89\|2979002;2026-08-27\|4.97\|1.22\|4.94\|4.99\|4.90\|3768495;2026-08-28\|4.96\|-0.20\|4.94\|4.99\|4.90\|3687190;2026-08-31\|5.09\|2.62\|4.94\|5.10\|4.92\|5262032;2026-09-01\|5.00\|-1.77\|5.09\|5.10\|5.00\|4166024;2026-09-02\|4.89\|-2.20\|4.96\|4.98\|4.85\|3830623;2026-09-03\|4.88\|-0.20\|4.92\|4.95\|4.85\|2895001;2026-09-04\|4.80\|-1.64\|4.90\|4.93\|4.78\|3607027;2026-09-07\|4.81\|0.21\|4.82\|4.84\|4.78\|2882571;2026-09-08\|4.76\|-1.04\|4.81\|4.83\|4.74\|3290979;2026-09-09\|4.74\|-0.42\|4.76\|4.77\|4.72\|2828387;2026-09-10\|4.69\|-1.05\|4.71\|4.72\|4.68\|2551984;2026-09-11\|4.64\|-1.07\|4.65\|4.66\|4.57\|4173985;2026-09-14\|4.67\|0.65\|4.61\|4.69\|4.59\|2496871;2026-09-15\|4.73\|1.28\|4.67\|4.76\|4.66\|3209645;2026-09-16\|4.76\|0.63\|4.72\|4.78\|4.68\|2562357;2026-09-17\|4.83\|1.47\|4.73\|4.90\|4.73\|5856665
112759		稀土永磁+磁性材料+分红+央企行业原因：商务部6月22日发布公告，宣布将美国稀土公司等10家美国实体列入出口管制管控名单。公司原因： 1、据2026年6月22日公司公告，今日为公司2025年度分红派息股权登记日，以总股本753,883,706股为基数，向全体股东每10股派发现金红利0.58元含税。 2、据2026年5月8日投资者关系活动记录表，公司已变更募集资金用途，将2.99亿元投向“年产3,000吨高性能钕铁硼建设项目”，未来三年达成，围绕稀土永磁主业发展；据2025年年报，公司拥有2,000吨稀土永磁器件产能。 3、据2025年半年报及互动易，公司是全球主要的高纯四氧化三锰生产企业，主营磁性材料、永磁器件等，是国内位居前列的永磁器件生产企业。 4、据2025年年报及公开信息，公司最终控制人为国务院国有资产监督管理委员会，具备央企背景。	国内位居前列的永磁器件生产企业；公司电池级四氧化三锰产品主要应用于锰酸锂电池正极材料领域，固态电池正极材料配方和技术路线多样，公司对包括固态电池在内的前沿电池技术一直保持跟进	2026-05-14\|9.97\|-0.50\|10.05\|10.14\|9.89\|270526;2026-05-15\|9.74\|-2.31\|9.88\|10.01\|9.65\|221675;2026-05-18\|9.55\|-1.95\|9.66\|9.66\|9.39\|151754;2026-05-19\|9.37\|-1.88\|9.53\|9.55\|9.23\|159026;2026-05-20\|9.28\|-0.96\|9.35\|9.37\|9.12\|123693;2026-05-21\|9.03\|-2.69\|9.35\|9.56\|9.01\|165678;2026-05-22\|9.33\|3.32\|9.09\|9.38\|9.04\|108724;2026-05-25\|9.44\|1.18\|9.32\|9.47\|9.22\|123184;2026-05-26\|9.40\|-0.42\|9.41\|9.55\|9.25\|119563;2026-05-27\|9.09\|-3.30\|9.41\|9.55\|9.06\|162915;2026-05-28\|9.50\|4.51\|9.09\|9.52\|9.08\|176543;2026-05-29\|9.08\|-4.42\|9.56\|9.66\|9.03\|188013;2026-06-01\|9.22\|1.54\|9.08\|9.36\|9.08\|119948;2026-06-02\|9.26\|0.43\|9.22\|9.35\|8.96\|155366;2026-06-03\|9.94\|7.34\|9.29\|10.19\|9.20\|569952;2026-06-04\|9.82\|-1.21\|10.05\|10.19\|9.66\|494041;2026-06-05\|10.06\|2.44\|9.84\|10.34\|9.78\|399422;2026-06-08\|9.76\|-2.98\|9.82\|10.22\|9.65\|321601;2026-06-09\|10.74\|10.04\|10.01\|10.74\|10.01\|590605;2026-06-10\|11.06\|2.98\|10.93\|11.44\|10.81\|709783;2026-06-11\|11.36\|2.71\|11.16\|11.40\|10.75\|568535;2026-06-12\|11.68\|2.82\|11.46\|12.50\|11.40\|844849;2026-06-15\|12.10\|3.60\|11.71\|12.20\|11.67\|699165;2026-06-16\|12.00\|-0.83\|11.90\|12.16\|11.85\|520074;2026-06-17\|11.88\|-1.00\|11.79\|12.10\|11.54\|565558;2026-06-18\|12.18\|2.53\|11.86\|12.39\|11.80\|455889;2026-06-22\|13.40\|10.02\|12.65\|13.40\|12.13\|696313;2026-06-23\|12.38\|-7.20\|13.40\|13.45\|12.27\|703026;2026-06-24\|11.99\|-3.15\|12.36\|12.75\|11.91\|481672;2026-06-25\|12.52\|4.42\|12.00\|12.85\|11.78\|601498;2026-06-26\|12.20\|-2.56\|12.40\|12.84\|11.96\|443055;2026-06-29\|11.60\|-4.92\|12.21\|12.34\|11.47\|486577;2026-06-30\|12.43\|7.16\|11.45\|12.43\|11.23\|423923;2026-07-01\|12.69\|2.09\|12.50\|12.99\|12.31\|432180;2026-07-02\|12.72\|0.24\|12.36\|13.37\|12.12\|529584;2026-07-03\|12.53\|-1.49\|12.92\|12.95\|12.21\|368162;2026-07-06\|11.85\|-5.43\|12.70\|12.99\|11.83\|365571;2026-07-07\|11.98\|1.10\|11.56\|12.68\|11.50\|420313;2026-07-08\|10.78\|-10.02\|12.03\|12.03\|10.78\|464423;2026-07-09\|9.70\|-10.02\|10.78\|10.82\|9.70\|619507;2026-07-10\|9.13\|-5.88\|9.72\|9.87\|9.13\|657590;2026-07-13\|8.22\|-9.97\|9.15\|9.17\|8.22\|510609;2026-07-14\|8.54\|3.89\|8.27\|8.74\|8.20\|521630;2026-07-15\|8.38\|-1.87\|8.51\|8.74\|8.33\|371851;2026-07-16\|8.03\|-4.18\|8.34\|8.41\|7.99\|396737;2026-07-17\|7.82\|-2.62\|8.04\|8.15\|7.78\|381872;2026-07-20\|7.69\|-1.66\|7.90\|8.09\|7.53\|402431;2026-07-21\|7.88\|2.47\|7.69\|7.89\|7.45\|369013;2026-07-22\|7.65\|-2.92\|7.84\|7.91\|7.63\|305739;2026-07-23\|7.88\|3.01\|7.64\|7.91\|7.63\|280602;2026-07-24\|7.61\|-3.43\|7.80\|7.81\|7.61\|226588;2026-07-27\|7.88\|3.55\|7.63\|7.88\|7.62\|216675;2026-07-28\|7.79\|-1.14\|7.78\|7.89\|7.76\|181564;2026-07-29\|7.99\|2.57\|7.83\|8.03\|7.74\|237448;2026-07-30\|7.92\|-0.88\|7.91\|8.07\|7.79\|259043;2026-07-31\|8.03\|1.39\|8.00\|8.11\|7.99\|260318;2026-08-03\|8.20\|2.12\|8.00\|8.24\|7.97\|247943;2026-08-04\|8.27\|0.85\|8.21\|8.29\|8.17\|240361;2026-08-05\|8.43\|1.93\|8.27\|8.53\|8.27\|259480;2026-08-06\|8.54\|1.30\|8.40\|8.62\|8.39\|259816;2026-08-07\|8.73\|2.22\|8.53\|8.73\|8.44\|281081;2026-08-10\|8.92\|2.18\|8.82\|8.92\|8.72\|230208;2026-08-11\|8.72\|-2.24\|8.85\|8.88\|8.69\|197734;2026-08-12\|8.80\|0.92\|8.72\|8.81\|8.67\|156244;2026-08-13\|8.60\|-2.27\|8.80\|8.86\|8.59\|165399;2026-08-14\|8.73\|1.51\|8.63\|8.77\|8.60\|136653;2026-08-17\|8.95\|2.52\|8.70\|8.97\|8.62\|176274;2026-08-18\|8.88\|-0.78\|8.93\|9.04\|8.79\|146009;2026-08-19\|8.47\|-4.62\|8.80\|8.80\|8.41\|198371;2026-08-20\|8.53\|0.71\|8.55\|8.61\|8.48\|124304;2026-08-21\|8.65\|1.41\|8.54\|8.74\|8.53\|157802;2026-08-24\|8.73\|0.92\|8.65\|8.77\|8.56\|157208;2026-08-25\|8.81\|0.92\|8.68\|8.83\|8.61\|147135;2026-08-26\|8.82\|0.11\|8.76\|8.90\|8.75\|138461;2026-08-27\|8.99\|1.93\|8.75\|9.03\|8.75\|169015;2026-08-28\|9.11\|1.33\|8.98\|9.17\|8.91\|185868;2026-08-31\|8.98\|-1.43\|9.02\|9.04\|8.83\|132506;2026-09-01\|8.98\|0.00\|8.95\|8.99\|8.86\|125652;2026-09-02\|8.89\|-1.00\|8.91\|8.93\|8.77\|113365;2026-09-03\|8.95\|0.67\|8.91\|9.01\|8.87\|140500;2026-09-04\|8.88\|-0.78\|8.95\|9.16\|8.85\|182369;2026-09-07\|8.89\|0.11\|8.92\|9.07\|8.86\|138847;2026-09-08\|8.98\|1.01\|8.87\|9.11\|8.82\|175761;2026-09-09\|8.95\|-0.33\|8.95\|9.03\|8.89\|134309;2026-09-10\|8.80\|-1.68\|8.90\|8.91\|8.79\|134839;2026-09-11\|8.63\|-1.93\|8.72\|8.72\|8.49\|168638;2026-09-14\|8.77\|1.62\|8.58\|8.82\|8.58\|116518;2026-09-15\|8.72\|-0.57\|8.80\|8.82\|8.67\|87283;2026-09-16\|8.81\|1.03\|8.65\|8.87\|8.64\|97111;2026-09-17\|8.72\|-1.02\|8.75\|8.85\|8.68\|96517
112758	京东方与康宁公司签署玻璃基板合作备忘录	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 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5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	康宁为公司直接客户	2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862;2026-07-20\|29.59\|-10.01\|33.54\|33.83\|29.59\|265075;2026-07-21\|31.27\|5.68\|29.59\|31.50\|26.63\|423617;2026-07-22\|30.23\|-3.33\|30.75\|31.66\|29.60\|293875;2026-07-23\|30.94\|2.35\|30.73\|31.90\|29.89\|249549;2026-07-24\|29.60\|-4.33\|29.94\|31.39\|29.36\|174084;2026-07-27\|31.19\|5.37\|30.03\|31.20\|28.80\|193072;2026-07-28\|28.88\|-7.41\|30.93\|31.43\|28.28\|246931;2026-07-29\|28.62\|-0.90\|28.67\|29.04\|27.47\|237782;2026-07-30\|26.95\|-5.84\|28.62\|29.38\|25.93\|270349;2026-07-31\|26.99\|0.15\|28.57\|29.08\|26.92\|264867;2026-08-03\|25.62\|-5.08\|26.96\|27.12\|25.40\|258472;2026-08-04\|27.20\|6.17\|25.98\|27.51\|25.18\|249782;2026-08-05\|29.92\|10.00\|27.24\|29.92\|27.24\|256500;2026-08-06\|31.49\|5.25\|30.38\|31.95\|29.96\|581004;2026-08-07\|32.96\|4.67\|31.91\|33.50\|31.75\|571095;2026-08-10\|33.10\|0.42\|33.49\|34.11\|31.83\|475489;2026-08-11\|33.75\|1.96\|32.90\|35.38\|32.42\|577756;2026-08-12\|33.46\|-0.86\|33.66\|33.87\|32.52\|385878;2026-08-13\|33.01\|-1.34\|33.90\|34.60\|33.00\|347158;2026-08-14\|33.63\|1.88\|33.16\|33.79\|32.85\|237671;2026-08-17\|34.75\|3.33\|33.76\|35.13\|33.47\|321731;2026-08-18\|38.23\|10.01\|35.50\|38.23\|35.49\|563790;2026-08-19\|39.88\|4.32\|37.00\|40.88\|36.36\|925574;2026-08-20\|35.89\|-10.01\|38.50\|38.55\|35.89\|647990;2026-08-21\|34.68\|-3.37\|34.17\|35.79\|33.51\|477802;2026-08-24\|38.15\|10.01\|34.95\|38.15\|33.57\|756575;2026-08-25\|38.27\|0.31\|38.15\|40.38\|36.36\|878201;2026-08-26\|39.17\|2.35\|38.86\|40.13\|36.88\|708626;2026-08-27\|40.50\|3.40\|39.19\|40.72\|38.95\|703310;2026-08-28\|42.10\|3.95\|39.60\|43.66\|39.00\|787352;2026-08-31\|41.07\|-2.45\|40.50\|41.54\|40.04\|473981;2026-09-01\|37.96\|-7.57\|40.59\|40.59\|37.39\|465513;2026-09-02\|38.39\|1.13\|37.03\|39.36\|37.02\|349894;2026-09-03\|38.56\|0.44\|38.00\|39.16\|37.30\|329694;2026-09-04\|35.18\|-8.77\|38.20\|38.45\|34.71\|461863;2026-09-07\|36.03\|2.50\|35.16\|36.49\|34.84\|287773;2026-09-08\|35.46\|-1.58\|36.10\|36.71\|35.00\|285371;2026-09-09\|34.99\|-1.33\|35.71\|36.38\|34.55\|262632;2026-09-10\|35.09\|0.29\|34.50\|35.83\|34.16\|220278;2026-09-11\|34.33\|-2.17\|34.29\|35.34\|32.92\|285628;2026-09-14\|35.30\|2.83\|34.00\|35.60\|33.41\|263791;2026-09-15\|35.44\|0.40\|35.00\|35.89\|34.81\|250788;2026-09-16\|36.37\|2.62\|35.30\|36.76\|34.72\|297159;2026-09-17\|36.24\|-0.36\|36.00\|37.69\|35.92\|400010
112757		高速铜连接+铜合金板带+一季报增长+国资行业原因：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3月31日年报，公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案。 2、据2026年3月31日年报，公司专注高性能铜合金板带，高端产品稳定供货泰科、安费诺、莫仕、安波福等全球知名连接器企业及博世等汽车一级供应商。 3、据2026年4月29日公告，公司2026年第一季度归母净利润1646.04万元，同比增长84.28%。 4、据2026年5月8日公告及资料，公司控股股东为四川融鑫弘梓科技有限公司，实控人为三台县国有资产监督管理办公室。	公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案	2026-05-14\|3.58\|-2.72\|3.69\|3.70\|3.58\|531457;2026-05-15\|3.49\|-2.51\|3.58\|3.60\|3.47\|481967;2026-05-18\|3.57\|2.29\|3.50\|3.58\|3.40\|481144;2026-05-19\|3.68\|3.08\|3.57\|3.75\|3.57\|680379;2026-05-20\|3.63\|-1.36\|3.64\|3.65\|3.55\|404226;2026-05-21\|3.42\|-5.79\|3.65\|3.67\|3.41\|500938;2026-05-22\|3.62\|5.85\|3.43\|3.66\|3.41\|643441;2026-05-25\|3.60\|-0.55\|3.65\|3.69\|3.55\|428918;2026-05-26\|3.84\|6.67\|3.58\|3.96\|3.54\|1804075;2026-05-27\|3.73\|-2.86\|3.81\|3.86\|3.70\|1182026;2026-05-28\|3.74\|0.27\|3.71\|3.78\|3.66\|755492;2026-05-29\|3.54\|-5.35\|3.74\|3.82\|3.51\|966342;2026-06-01\|3.63\|2.54\|3.51\|3.68\|3.48\|684802;2026-06-02\|3.99\|9.92\|3.63\|3.99\|3.53\|2126759;2026-06-03\|4.39\|10.03\|4.39\|4.39\|4.39\|564509;2026-06-04\|4.83\|10.02\|4.64\|4.83\|4.56\|6207462;2026-06-05\|4.49\|-7.04\|4.50\|4.77\|4.46\|5878020;2026-06-08\|4.61\|2.67\|4.35\|4.83\|4.30\|4965904;2026-06-09\|4.46\|-3.25\|4.61\|4.74\|4.38\|3916922;2026-06-10\|4.01\|-10.09\|4.35\|4.38\|4.01\|3046381;2026-06-11\|4.27\|6.48\|3.90\|4.41\|3.90\|4583393;2026-06-12\|4.15\|-2.81\|4.17\|4.30\|4.09\|3302092;2026-06-15\|4.29\|3.37\|4.26\|4.45\|4.25\|2237569;2026-06-16\|4.43\|3.26\|4.26\|4.58\|4.24\|2665639;2026-06-17\|4.37\|-1.35\|4.33\|4.47\|4.32\|2070636;2026-06-18\|4.24\|-2.97\|4.30\|4.42\|4.22\|1912581;2026-06-22\|4.44\|4.72\|4.37\|4.51\|4.18\|2677707;2026-06-23\|4.58\|3.15\|4.43\|4.75\|4.34\|3851812;2026-06-24\|4.20\|-8.30\|4.44\|4.56\|4.12\|3343060;2026-06-25\|4.04\|-3.81\|4.10\|4.29\|3.98\|2311029;2026-06-26\|3.69\|-8.66\|4.02\|4.03\|3.68\|1990125;2026-06-29\|3.52\|-4.61\|3.68\|3.87\|3.46\|1641932;2026-06-30\|3.48\|-1.14\|3.50\|3.54\|3.37\|1166714;2026-07-01\|3.41\|-2.01\|3.48\|3.50\|3.39\|1423332;2026-07-02\|3.38\|-0.88\|3.38\|3.51\|3.35\|1322208;2026-07-03\|3.33\|-1.48\|3.38\|3.43\|3.32\|1188377;2026-07-06\|3.27\|-1.80\|3.35\|3.38\|3.18\|1350391;2026-07-07\|3.23\|-1.22\|3.26\|3.30\|3.20\|751400;2026-07-08\|3.03\|-6.19\|3.20\|3.21\|3.03\|1060104;2026-07-09\|3.01\|-0.66\|3.03\|3.07\|2.87\|1051490;2026-07-10\|3.03\|0.66\|3.00\|3.12\|2.97\|953490;2026-07-13\|2.80\|-7.59\|3.02\|3.03\|2.79\|967846;2026-07-14\|3.08\|10.00\|2.88\|3.08\|2.88\|1503428;2026-07-15\|3.08\|0.00\|3.13\|3.18\|3.07\|1328042;2026-07-16\|3.01\|-2.27\|3.08\|3.09\|3.00\|780838;2026-07-17\|3.05\|1.33\|3.02\|3.06\|2.95\|979910;2026-07-20\|2.96\|-2.95\|3.08\|3.10\|2.90\|999745;2026-07-21\|3.04\|2.70\|2.95\|3.04\|2.80\|937062;2026-07-22\|2.99\|-1.64\|3.00\|3.05\|2.97\|597307;2026-07-23\|3.10\|3.68\|2.99\|3.10\|2.98\|791703;2026-07-24\|2.96\|-4.52\|3.06\|3.06\|2.95\|698466;2026-07-27\|3.04\|2.70\|2.96\|3.04\|2.95\|494970;2026-07-28\|3.06\|0.66\|3.00\|3.09\|2.99\|606340;2026-07-29\|3.11\|1.63\|3.03\|3.12\|3.03\|690956;2026-07-30\|3.07\|-1.29\|3.08\|3.15\|3.05\|649505;2026-07-31\|3.13\|1.95\|3.11\|3.17\|3.10\|681606;2026-08-03\|3.21\|2.56\|3.12\|3.22\|3.11\|628698;2026-08-04\|3.28\|2.18\|3.24\|3.29\|3.21\|706074;2026-08-05\|3.32\|1.22\|3.27\|3.32\|3.25\|902037;2026-08-06\|3.35\|0.90\|3.30\|3.36\|3.27\|822465;2026-08-07\|3.42\|2.09\|3.36\|3.43\|3.29\|910596;2026-08-10\|3.45\|0.88\|3.47\|3.47\|3.37\|795106;2026-08-11\|3.36\|-2.61\|3.44\|3.54\|3.35\|831057;2026-08-12\|3.37\|0.30\|3.35\|3.38\|3.32\|670816;2026-08-13\|3.26\|-3.26\|3.37\|3.38\|3.25\|762110;2026-08-14\|3.31\|1.53\|3.26\|3.32\|3.24\|510428;2026-08-17\|3.37\|1.81\|3.31\|3.37\|3.30\|540143;2026-08-18\|3.30\|-2.08\|3.35\|3.36\|3.27\|508249;2026-08-19\|3.16\|-4.24\|3.29\|3.29\|3.15\|577486;2026-08-20\|3.19\|0.95\|3.18\|3.24\|3.17\|375448;2026-08-21\|3.24\|1.57\|3.17\|3.25\|3.14\|422527;2026-08-24\|3.25\|0.31\|3.25\|3.28\|3.19\|471336;2026-08-25\|3.30\|1.54\|3.23\|3.31\|3.20\|519759;2026-08-26\|3.33\|0.91\|3.31\|3.36\|3.28\|568864;2026-08-27\|3.34\|0.30\|3.31\|3.36\|3.30\|522937;2026-08-28\|3.38\|1.20\|3.33\|3.39\|3.33\|549652;2026-08-31\|3.37\|-0.30\|3.36\|3.37\|3.29\|509061;2026-09-01\|3.38\|0.30\|3.36\|3.40\|3.34\|483953;2026-09-02\|3.52\|4.14\|3.36\|3.69\|3.31\|1991532;2026-09-03\|3.44\|-2.27\|3.52\|3.58\|3.43\|1230994;2026-09-04\|3.40\|-1.16\|3.46\|3.47\|3.37\|780741;2026-09-07\|3.44\|1.18\|3.39\|3.45\|3.36\|556743;2026-09-08\|3.54\|2.91\|3.43\|3.54\|3.42\|925600;2026-09-09\|3.89\|9.89\|3.52\|3.89\|3.52\|1564538;2026-09-10\|3.73\|-4.11\|3.82\|3.86\|3.71\|2506939;2026-09-11\|3.88\|4.02\|3.64\|4.10\|3.62\|3087546;2026-09-14\|3.84\|-1.03\|3.84\|3.88\|3.70\|1902491;2026-09-15\|3.69\|-3.91\|3.75\|3.79\|3.68\|1344163;2026-09-16\|3.72\|0.81\|3.68\|3.75\|3.61\|1273736;2026-09-17\|3.60\|-3.23\|3.67\|3.69\|3.57\|1098643
112756	英伟达VR200NVL72服务器MLCC用量大增	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441;2026-07-14\|12.69\|-2.83\|12.14\|12.75\|11.88\|137867;2026-07-15\|12.69\|0.00\|12.44\|13.00\|12.41\|103237;2026-07-16\|12.77\|0.63\|12.57\|13.18\|12.32\|94120;2026-07-17\|12.10\|-5.25\|12.87\|12.87\|11.92\|77941;2026-07-20\|11.33\|-6.36\|12.31\|12.36\|11.11\|85984;2026-07-21\|11.54\|1.85\|11.33\|11.57\|10.48\|84109;2026-07-22\|11.21\|-2.86\|11.54\|11.65\|11.18\|49109;2026-07-23\|11.45\|2.14\|11.21\|11.60\|11.07\|56824;2026-07-24\|11.19\|-2.27\|11.34\|11.36\|10.96\|51456;2026-07-27\|12.31\|10.01\|11.19\|12.31\|11.19\|52107;2026-07-28\|12.84\|4.31\|12.64\|13.08\|12.32\|162983;2026-07-29\|13.13\|2.26\|12.67\|13.13\|12.51\|115049;2026-07-30\|12.80\|-2.51\|13.00\|13.41\|12.79\|86177;2026-07-31\|13.21\|3.20\|13.09\|13.30\|12.91\|76237;2026-08-03\|13.40\|1.44\|13.22\|13.41\|13.10\|51878;2026-08-04\|13.65\|1.87\|13.53\|13.75\|13.33\|50557;2026-08-05\|13.83\|1.32\|13.48\|13.83\|13.48\|54211;2026-08-06\|13.97\|1.01\|13.80\|14.10\|13.66\|61456;2026-08-07\|14.06\|0.64\|13.99\|14.10\|13.60\|59833;2026-08-10\|15.47\|10.03\|14.20\|15.47\|14.07\|72739;2026-08-11\|15.93\|2.97\|15.46\|16.76\|15.10\|227395;2026-08-12\|16.36\|2.70\|15.73\|16.47\|15.41\|167838;2026-08-13\|16.49\|0.79\|16.83\|17.98\|15.88\|208012;2026-08-14\|18.14\|10.01\|16.53\|18.14\|16.33\|162836;2026-08-17\|18.66\|2.87\|18.89\|19.67\|18.10\|270832;2026-08-18\|16.79\|-10.02\|18.10\|18.51\|16.79\|184952;2026-08-19\|15.80\|-5.90\|16.77\|16.77\|15.78\|162347;2026-08-20\|16.07\|1.71\|16.00\|16.81\|15.90\|108998;2026-08-21\|16.39\|1.99\|15.88\|16.57\|15.88\|71941;2026-08-24\|16.12\|-1.65\|16.22\|16.30\|15.88\|68046;2026-08-25\|16.48\|2.23\|16.00\|16.54\|15.10\|62501;2026-08-26\|16.06\|-2.55\|16.77\|16.78\|16.01\|52125;2026-08-27\|16.25\|1.18\|16.00\|16.27\|15.90\|48335;2026-08-28\|16.03\|-1.35\|16.22\|16.31\|16.01\|33500;2026-08-31\|15.75\|-1.75\|15.88\|16.00\|15.65\|35137;2026-09-01\|16.17\|2.67\|15.80\|16.50\|15.74\|72456;2026-09-02\|15.88\|-1.79\|15.99\|16.05\|15.70\|35699;2026-09-03\|15.96\|0.50\|15.88\|16.05\|15.70\|35835;2026-09-04\|15.82\|-0.88\|15.99\|16.37\|15.68\|41972;2026-09-07\|16.38\|3.54\|15.83\|16.71\|15.54\|71691;2026-09-08\|16.17\|-1.28\|16.57\|16.57\|16.07\|47127;2026-09-09\|16.05\|-0.74\|16.28\|16.38\|16.00\|44952;2026-09-10\|15.79\|-1.62\|16.18\|16.18\|15.71\|33221;2026-09-11\|15.68\|-0.70\|15.67\|15.77\|15.42\|27657;2026-09-14\|15.45\|-1.47\|15.54\|15.73\|15.33\|28701;2026-09-15\|15.52\|0.45\|15.38\|15.74\|15.25\|27951;2026-09-16\|15.68\|1.03\|15.48\|15.72\|15.40\|20074;2026-09-17\|15.78\|0.64\|15.66\|15.89\|15.49\|26502
112755	英伟达VR200NVL72服务器MLCC用量大增	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.70\|6.04\|46.20\|49.85\|45.80\|418959;2026-09-14\|49.60\|-0.20\|48.49\|51.55\|48.49\|403304;2026-09-15\|49.23\|-0.75\|49.26\|51.28\|49.00\|284696;2026-09-16\|51.02\|3.64\|49.30\|51.80\|49.12\|311050;2026-09-17\|50.00\|-2.00\|50.79\|51.68\|49.55\|241761
112754	英伟达VR200NVL72服务器MLCC用量大增	其它 1、据2025年年度报告，公司已完成多款核聚变项目用电容器设计与开发并已批量投产或推广使用，可应用于核聚变等领域；据2026年4月30日投资者关系活动记录表，子公司宁波新容已为可控核聚变领域提供储能电容和支撑电容产品，2026年将持续深化布局，主动抢抓国内外新项目机遇。 2、据2025年年度报告，公司主营业务涵盖塑料包装、薄膜电容、军工电子三大领域，薄膜电容可广泛应用于新能源汽车、光伏、可控核聚变等领域。 3、据2026年4月22日公告，公司2026年一季度归母净利润1008.30万元，同比增长19.80%。	1、控股子公司宁波新容生产的薄膜电容属于基础电子元器件，已为可控核聚变领域提供储能电容和支撑电容产品； 2、马斯克近期提出用电磁轨道炮在月批量发射AI卫星构建“太空超级数据中心”；公司下属子公司中电华瑞参与某具备世界前沿武器系统的分系统软硬件和核心器件的研制及生产任务，该项目涉及电磁发射领域	2026-05-14\|14.62\|-2.34\|14.98\|15.08\|14.60\|127727;2026-05-15\|14.39\|-1.57\|14.57\|14.80\|14.13\|129206;2026-05-18\|14.22\|-1.18\|14.37\|14.45\|14.11\|114131;2026-05-19\|14.14\|-0.56\|14.19\|14.36\|13.70\|156120;2026-05-20\|13.73\|-2.90\|14.05\|14.13\|13.62\|106826;2026-05-21\|13.09\|-4.66\|13.84\|13.95\|13.09\|142444;2026-05-22\|13.34\|1.91\|13.09\|13.45\|12.99\|113042;2026-05-25\|14.67\|9.97\|13.70\|14.67\|13.70\|130065;2026-05-26\|14.05\|-4.23\|14.67\|14.92\|13.82\|314784;2026-05-27\|14.98\|6.62\|14.04\|15.40\|13.92\|484865;2026-05-28\|15.43\|3.00\|14.91\|15.58\|14.75\|468050;2026-05-29\|14.80\|-4.08\|15.16\|15.39\|14.50\|332922;2026-06-01\|14.46\|-2.30\|14.50\|14.97\|14.41\|198697;2026-06-02\|14.71\|1.73\|14.40\|14.90\|13.92\|270237;2026-06-03\|16.18\|9.99\|14.52\|16.18\|14.25\|537616;2026-06-04\|17.12\|5.81\|16.37\|17.52\|16.20\|755953;2026-06-05\|18.03\|5.32\|16.69\|18.81\|16.65\|859606;2026-06-08\|18.59\|3.11\|17.10\|19.61\|17.10\|823412;2026-06-09\|18.03\|-3.01\|18.41\|19.18\|17.57\|660365;2026-06-10\|18.92\|4.94\|17.26\|19.79\|16.60\|902494;2026-06-11\|19.40\|2.54\|19.87\|20.42\|18.90\|904918;2026-06-12\|18.60\|-4.12\|18.91\|19.33\|17.56\|723646;2026-06-15\|19.49\|4.78\|18.60\|19.80\|18.37\|581080;2026-06-16\|21.44\|10.01\|21.25\|21.44\|21.25\|187256;2026-06-17\|20.58\|-4.01\|20.93\|21.33\|19.48\|733353;2026-06-18\|20.20\|-1.85\|20.42\|21.10\|18.70\|655256;2026-06-22\|19.64\|-2.77\|19.99\|20.06\|18.73\|517793;2026-06-23\|18.18\|-7.43\|19.53\|20.07\|18.10\|498848;2026-06-24\|17.28\|-4.95\|18.14\|18.32\|16.60\|518679;2026-06-25\|16.88\|-2.31\|17.03\|17.43\|16.50\|303453;2026-06-26\|16.60\|-1.66\|17.22\|17.64\|16.16\|365724;2026-06-29\|15.81\|-4.76\|16.73\|18.26\|15.62\|599174;2026-06-30\|16.23\|2.66\|15.70\|16.50\|15.06\|546194;2026-07-01\|17.02\|4.87\|16.00\|17.45\|15.98\|452971;2026-07-02\|15.32\|-9.99\|16.45\|16.45\|15.32\|396192;2026-07-03\|14.81\|-3.33\|15.07\|15.60\|14.81\|323677;2026-07-06\|14.01\|-5.40\|14.75\|14.97\|13.98\|271315;2026-07-07\|13.35\|-4.71\|13.90\|14.00\|13.30\|180653;2026-07-08\|12.60\|-5.62\|13.38\|13.39\|12.52\|216931;2026-07-09\|12.41\|-1.51\|12.67\|12.77\|11.97\|192884;2026-07-10\|12.59\|1.45\|12.41\|13.05\|12.34\|228926;2026-07-13\|11.33\|-10.01\|12.54\|12.58\|11.33\|223179;2026-07-14\|11.56\|2.03\|11.24\|11.56\|10.95\|207168;2026-07-15\|11.35\|-1.82\|11.54\|11.84\|11.26\|131563;2026-07-16\|11.11\|-2.11\|11.12\|11.50\|10.97\|147064;2026-07-17\|10.32\|-7.11\|11.16\|11.17\|10.16\|179077;2026-07-20\|9.50\|-7.95\|10.32\|10.52\|9.29\|239481;2026-07-21\|9.87\|3.89\|9.51\|9.87\|8.70\|284553;2026-07-22\|9.91\|0.41\|9.80\|10.08\|9.65\|187886;2026-07-23\|10.33\|4.24\|9.88\|10.34\|9.84\|191798;2026-07-24\|10.02\|-3.00\|10.17\|10.29\|9.98\|136004;2026-07-27\|10.56\|5.39\|10.03\|10.63\|9.90\|184398;2026-07-28\|10.56\|0.00\|10.48\|10.95\|10.44\|205981;2026-07-29\|10.80\|2.27\|10.57\|10.83\|10.39\|183540;2026-07-30\|10.42\|-3.52\|10.76\|10.98\|10.38\|143542;2026-07-31\|10.65\|2.21\|10.57\|10.95\|10.56\|151061;2026-08-03\|11.29\|6.01\|10.80\|11.31\|10.76\|321241;2026-08-04\|11.42\|1.15\|11.20\|11.44\|10.90\|293573;2026-08-05\|11.67\|2.19\|11.44\|11.70\|11.35\|208402;2026-08-06\|11.78\|0.94\|11.68\|11.92\|11.56\|178081;2026-08-07\|11.96\|1.53\|11.79\|11.99\|11.47\|167006;2026-08-10\|12.01\|0.42\|11.96\|12.03\|11.74\|126137;2026-08-11\|12.04\|0.25\|11.90\|12.11\|11.84\|104680;2026-08-12\|12.20\|1.33\|11.96\|12.30\|11.95\|130223;2026-08-13\|11.90\|-2.46\|12.21\|12.31\|11.90\|138828;2026-08-14\|11.92\|0.17\|12.00\|12.07\|11.70\|119941;2026-08-17\|11.99\|0.59\|11.93\|12.04\|11.83\|146644;2026-08-18\|11.88\|-0.92\|12.00\|12.03\|11.68\|129421;2026-08-19\|11.13\|-6.31\|11.80\|11.86\|11.07\|139667;2026-08-20\|11.08\|-0.45\|11.35\|11.39\|10.97\|96820;2026-08-21\|11.60\|4.69\|11.15\|11.73\|10.96\|196005;2026-08-24\|11.34\|-2.24\|11.54\|11.72\|11.15\|122653;2026-08-25\|11.52\|1.59\|11.18\|11.64\|11.16\|143995;2026-08-26\|11.52\|0.00\|11.75\|11.95\|11.35\|127394;2026-08-27\|11.71\|1.65\|11.48\|11.83\|11.40\|124501;2026-08-28\|11.78\|0.60\|11.62\|11.94\|11.62\|118561;2026-08-31\|11.95\|1.44\|11.68\|11.99\|11.57\|102451;2026-09-01\|11.82\|-1.09\|11.94\|11.99\|11.71\|93709;2026-09-02\|12.10\|2.37\|11.72\|12.33\|11.62\|250854;2026-09-03\|12.15\|0.41\|12.16\|12.35\|11.95\|236461;2026-09-04\|11.91\|-1.98\|12.16\|12.26\|11.80\|176241;2026-09-07\|11.94\|0.25\|11.81\|11.99\|11.73\|91732;2026-09-08\|11.88\|-0.50\|11.94\|11.98\|11.81\|81920;2026-09-09\|11.78\|-0.84\|11.86\|11.90\|11.71\|82807;2026-09-10\|12.50\|6.11\|11.69\|12.96\|11.61\|542163;2026-09-11\|13.23\|5.84\|12.30\|13.68\|12.16\|708714;2026-09-14\|12.88\|-2.65\|13.00\|13.26\|12.74\|404206;2026-09-15\|12.50\|-2.95\|12.89\|13.65\|12.49\|498939;2026-09-16\|12.47\|-0.24\|12.30\|12.70\|11.86\|445218;2026-09-17\|12.06\|-3.29\|12.25\|12.48\|12.00\|280242
112753	英伟达VR200NVL72服务器MLCC用量大增	锰酸锂龙头+固态电池+一季报增长 1、据2026年5月18日业绩说明会活动信息，公司控股子公司广西立劲新材料有限公司正与部分固态电池企业就锰酸锂应用于半固态/固态电池领域开展合作研发，已经取得一定进展，预计在2026年底或2027年初有所突破。 2、据2025年年度报告，公司锰酸锂年产能4万吨，市场占有率居行业前列；公司无汞碱锰型电解二氧化锰是“国家制造业单项冠军产品”，市场占有率保持行业领先。 3、据公司2026年4月30日公告的2026年一季报，公司一季度实现归母净利润8934.93万元，同比增长88.78%。	1、公司是MLCC陶瓷粉关键锰源供应商，量产电子级高纯四氧化三锰，自用+外销给国瓷材料、风华高科等MLCC粉料厂； 2、锰系电池材料生产企业，电解二氧化锰行业龙头，正在积极与固态、半固态电池厂商对接并开展送样	2026-05-14\|14.51\|-3.07\|14.98\|15.05\|14.50\|189560;2026-05-15\|14.36\|-1.03\|14.51\|14.79\|14.24\|191983;2026-05-18\|14.25\|-0.77\|14.30\|14.50\|14.09\|176185;2026-05-19\|14.12\|-0.91\|14.25\|14.46\|13.98\|183413;2026-05-20\|14.23\|0.78\|14.01\|14.36\|13.76\|219510;2026-05-21\|14.03\|-1.41\|14.22\|15.32\|14.02\|409076;2026-05-22\|14.73\|4.99\|14.24\|15.12\|13.85\|446252;2026-05-25\|14.19\|-3.67\|14.70\|14.87\|13.97\|363666;2026-05-26\|14.45\|1.83\|14.06\|14.82\|14.00\|354005;2026-05-27\|14.15\|-2.08\|14.35\|14.75\|14.12\|236361;2026-05-28\|14.96\|5.72\|14.10\|15.02\|13.65\|433553;2026-05-29\|14.81\|-1.00\|14.97\|15.34\|14.61\|381766;2026-06-01\|15.05\|1.62\|14.99\|15.64\|14.87\|473735;2026-06-02\|15.14\|0.60\|14.94\|15.39\|14.76\|391115;2026-06-03\|16.65\|9.97\|15.03\|16.65\|14.97\|475342;2026-06-04\|16.20\|-2.70\|17.00\|17.45\|16.08\|963607;2026-06-05\|16.98\|4.81\|16.25\|17.38\|15.90\|902859;2026-06-08\|15.84\|-6.71\|16.40\|16.90\|15.66\|599780;2026-06-09\|17.07\|7.77\|16.08\|17.42\|15.87\|748864;2026-06-10\|18.78\|10.02\|16.64\|18.78\|16.58\|893161;2026-06-11\|18.32\|-1.87\|18.57\|19.37\|17.83\|1014747;2026-06-12\|18.06\|-1.42\|18.37\|19.10\|17.86\|860225;2026-06-15\|19.10\|5.76\|18.21\|19.10\|17.96\|882196;2026-06-16\|19.90\|4.19\|20.27\|20.86\|19.20\|1158231;2026-06-17\|19.11\|-3.97\|19.17\|19.45\|18.33\|823881;2026-06-18\|19.12\|0.05\|18.92\|19.94\|18.51\|769724;2026-06-22\|18.45\|-3.50\|19.00\|19.07\|17.30\|872241;2026-06-23\|16.61\|-9.97\|18.00\|18.02\|16.61\|595398;2026-06-24\|15.79\|-4.94\|16.21\|16.41\|15.22\|665825;2026-06-25\|15.31\|-3.04\|15.50\|15.69\|15.01\|462756;2026-06-26\|14.02\|-8.43\|15.16\|15.26\|13.98\|501785;2026-06-29\|13.40\|-4.42\|14.00\|14.08\|13.18\|432400;2026-06-30\|13.66\|1.94\|13.33\|14.32\|13.23\|528257;2026-07-01\|13.88\|1.61\|13.90\|14.23\|13.37\|553509;2026-07-02\|13.59\|-2.09\|13.70\|14.22\|13.58\|401231;2026-07-03\|13.00\|-4.34\|13.61\|13.75\|12.97\|416454;2026-07-06\|12.83\|-1.31\|13.04\|13.44\|12.76\|285604;2026-07-07\|12.41\|-3.27\|12.72\|13.05\|12.38\|244500;2026-07-08\|11.83\|-4.67\|12.37\|12.49\|11.81\|290713;2026-07-09\|11.85\|0.17\|11.85\|11.97\|11.26\|279570;2026-07-10\|11.76\|-0.76\|11.84\|12.12\|11.68\|241163;2026-07-13\|11.06\|-5.95\|11.70\|11.73\|11.05\|229141;2026-07-14\|11.50\|3.98\|11.06\|11.50\|10.99\|178194;2026-07-15\|11.77\|2.35\|11.77\|12.08\|11.65\|241123;2026-07-16\|11.77\|0.00\|11.62\|11.99\|11.62\|205042;2026-07-17\|11.90\|1.10\|11.82\|12.07\|11.53\|279357;2026-07-20\|11.84\|-0.50\|12.09\|12.09\|11.50\|248016;2026-07-21\|12.44\|5.07\|11.73\|12.44\|11.60\|323843;2026-07-22\|11.96\|-3.86\|12.17\|12.37\|11.90\|273442;2026-07-23\|12.23\|2.26\|11.90\|12.25\|11.79\|222510;2026-07-24\|11.54\|-5.64\|11.96\|12.13\|11.54\|209801;2026-07-27\|11.88\|2.95\|11.68\|11.93\|11.54\|163172;2026-07-28\|11.75\|-1.09\|11.70\|11.94\|11.69\|125467;2026-07-29\|12.22\|4.00\|11.75\|12.33\|11.51\|266848;2026-07-30\|12.24\|0.16\|12.11\|12.35\|12.07\|193068;2026-07-31\|12.34\|0.82\|12.30\|12.52\|12.24\|225798;2026-08-03\|12.57\|1.86\|12.32\|12.59\|12.21\|179803;2026-08-04\|12.61\|0.32\|12.55\|12.68\|12.42\|178342;2026-08-05\|12.75\|1.11\|12.60\|12.85\|12.54\|196786;2026-08-06\|12.58\|-1.33\|12.73\|12.78\|12.39\|210408;2026-08-07\|12.54\|-0.32\|12.58\|12.66\|12.40\|180859;2026-08-10\|12.76\|1.75\|12.60\|12.77\|12.56\|197814;2026-08-11\|12.63\|-1.02\|12.76\|12.81\|12.60\|146944;2026-08-12\|12.78\|1.19\|12.60\|12.94\|12.55\|158913;2026-08-13\|12.64\|-1.10\|12.78\|12.87\|12.63\|169917;2026-08-14\|12.64\|0.00\|12.64\|12.79\|12.52\|125631;2026-08-17\|13.04\|3.16\|12.59\|13.07\|12.45\|225840;2026-08-18\|13.04\|0.00\|13.08\|13.40\|12.90\|197624;2026-08-19\|12.55\|-3.76\|12.85\|13.04\|12.50\|182162;2026-08-20\|12.68\|1.04\|12.78\|12.81\|12.49\|161977;2026-08-21\|12.70\|0.16\|12.61\|12.85\|12.44\|177252;2026-08-24\|13.30\|4.72\|12.82\|13.65\|12.82\|486679;2026-08-25\|12.87\|-3.23\|13.20\|13.23\|12.66\|391991;2026-08-26\|12.90\|0.23\|12.80\|13.09\|12.75\|265172;2026-08-27\|13.18\|2.17\|12.81\|13.25\|12.66\|333667;2026-08-28\|13.03\|-1.14\|13.17\|13.19\|12.98\|201606;2026-08-31\|12.93\|-0.77\|12.91\|12.98\|12.70\|193834;2026-09-01\|12.73\|-1.55\|12.97\|13.02\|12.72\|196901;2026-09-02\|12.38\|-2.75\|12.61\|12.61\|12.27\|207721;2026-09-03\|12.43\|0.40\|12.50\|12.54\|12.37\|111653;2026-09-04\|12.29\|-1.13\|12.50\|12.59\|12.24\|134661;2026-09-07\|12.28\|-0.08\|12.32\|12.37\|12.23\|95712;2026-09-08\|12.36\|0.65\|12.28\|12.52\|12.23\|117394;2026-09-09\|12.28\|-0.65\|12.34\|12.40\|12.18\|98221;2026-09-10\|12.21\|-0.57\|12.22\|12.31\|12.12\|72704;2026-09-11\|11.87\|-2.78\|12.10\|12.12\|11.70\|145625;2026-09-14\|11.92\|0.42\|11.82\|12.05\|11.76\|66969;2026-09-15\|12.03\|0.92\|11.87\|12.16\|11.86\|96077;2026-09-16\|12.11\|0.67\|12.00\|12.19\|11.80\|98575;2026-09-17\|11.92\|-1.57\|12.03\|12.14\|11.88\|84400
112752		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
112751	消息称字节跳动今年计划最高支出700亿美元	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957;2026-09-11\|125.70\|-1.64\|125.89\|127.39\|120.05\|246485;2026-09-14\|119.41\|-5.00\|122.82\|123.00\|117.00\|257992;2026-09-15\|118.73\|-0.57\|118.90\|124.68\|118.41\|291186;2026-09-16\|121.64\|2.45\|119.07\|122.60\|116.16\|259076;2026-09-17\|121.19\|-0.37\|120.81\|125.71\|120.49\|211668
112750	消息称字节跳动今年计划最高支出700亿美元	算力租赁+蓝宝石+扭亏行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304;2026-07-20\|3.05\|-1.93\|3.18\|3.38\|3.00\|1330783;2026-07-21\|3.15\|3.28\|3.05\|3.16\|2.81\|1481519;2026-07-22\|3.18\|0.95\|3.10\|3.30\|3.07\|1351490;2026-07-23\|3.40\|6.92\|3.16\|3.50\|3.12\|3023384;2026-07-24\|3.18\|-6.47\|3.31\|3.33\|3.17\|1896506;2026-07-27\|3.29\|3.46\|3.14\|3.31\|3.13\|1175026;2026-07-28\|3.26\|-0.91\|3.23\|3.34\|3.23\|930473;2026-07-29\|3.28\|0.61\|3.25\|3.29\|3.16\|1057487;2026-07-30\|3.16\|-3.66\|3.26\|3.33\|3.16\|1039105;2026-07-31\|3.34\|5.70\|3.23\|3.42\|3.23\|1655331;2026-08-03\|3.44\|2.99\|3.36\|3.45\|3.34\|1019092;2026-08-04\|3.78\|9.88\|3.49\|3.78\|3.48\|1074865;2026-08-05\|3.93\|3.97\|3.88\|3.97\|3.82\|3519877;2026-08-06\|3.91\|-0.51\|3.82\|4.01\|3.82\|2464899;2026-08-07\|3.85\|-1.53\|3.95\|3.97\|3.77\|1593640;2026-08-10\|3.86\|0.26\|3.86\|3.88\|3.76\|1093079;2026-08-11\|3.86\|0.00\|3.85\|3.90\|3.76\|1079443;2026-08-12\|3.96\|2.59\|3.92\|3.97\|3.84\|1457615;2026-08-13\|3.83\|-3.28\|3.96\|4.04\|3.81\|1736109;2026-08-14\|3.87\|1.04\|3.80\|3.88\|3.70\|1503392;2026-08-17\|3.93\|1.55\|3.95\|3.96\|3.82\|1245020;2026-08-18\|3.82\|-2.80\|3.91\|3.91\|3.74\|1114756;2026-08-19\|3.52\|-7.85\|3.75\|3.77\|3.51\|1258120;2026-08-20\|3.51\|-0.28\|3.55\|3.58\|3.49\|786782;2026-08-21\|3.48\|-0.85\|3.48\|3.52\|3.38\|764032;2026-08-24\|3.38\|-2.87\|3.47\|3.51\|3.32\|767069;2026-08-25\|3.44\|1.78\|3.34\|3.46\|3.30\|714329;2026-08-26\|3.45\|0.29\|3.44\|3.49\|3.40\|551290;2026-08-27\|3.62\|4.93\|3.44\|3.78\|3.43\|2071282;2026-08-28\|3.57\|-1.38\|3.63\|3.67\|3.55\|1175169;2026-08-31\|3.60\|0.84\|3.51\|3.62\|3.47\|983473;2026-09-01\|3.67\|1.94\|3.58\|3.74\|3.58\|1113235;2026-09-02\|3.62\|-1.36\|3.61\|3.66\|3.55\|748514;2026-09-03\|3.55\|-1.93\|3.64\|3.65\|3.52\|601032;2026-09-04\|3.50\|-1.41\|3.58\|3.63\|3.47\|818040;2026-09-07\|3.49\|-0.29\|3.50\|3.52\|3.47\|465534;2026-09-08\|3.52\|0.86\|3.51\|3.59\|3.49\|536908;2026-09-09\|3.50\|-0.57\|3.52\|3.54\|3.47\|447490;2026-09-10\|3.47\|-0.86\|3.49\|3.50\|3.42\|413934;2026-09-11\|3.42\|-1.44\|3.44\|3.44\|3.34\|600915;2026-09-14\|3.49\|2.05\|3.42\|3.52\|3.40\|608285;2026-09-15\|3.63\|4.01\|3.84\|3.84\|3.61\|3676200;2026-09-16\|3.54\|-2.48\|3.45\|3.56\|3.32\|2630189;2026-09-17\|3.43\|-3.11\|3.50\|3.58\|3.40\|1241927
112749	消息称字节跳动今年计划最高支出700亿美元	机器人概念+小型发电机+拟分红 1、据2026年6月3日公告，公司披露2025年年度权益分派实施公告，拟每股派发现金红利0.25元含税，股权登记日为6月10日。 2、据2025年8月14日官微，公司与七腾机器人正式达成深度战略合作关系，标志公司正式进军机器人领域。 3、据2026年3月31日披露的2025年年报，公司小型发电机与发电机组产销规模行业领先，具备核心部件全产业链自主能力，产品出口量位居全国前列。	公司拥有多种功率段的柴油发电机组，可应用于数据中心	2026-05-14\|21.79\|-2.81\|22.50\|22.53\|21.72\|28549;2026-05-15\|22.17\|1.74\|21.79\|22.52\|21.65\|33415;2026-05-18\|21.71\|-2.07\|21.97\|21.97\|21.55\|23055;2026-05-19\|21.91\|0.92\|21.98\|22.08\|21.58\|18004;2026-05-20\|21.57\|-1.55\|21.83\|21.83\|21.21\|22636;2026-05-21\|20.89\|-3.15\|21.48\|21.84\|20.82\|22576;2026-05-22\|21.12\|1.10\|20.80\|21.25\|20.61\|17085;2026-05-25\|20.98\|-0.66\|21.21\|21.29\|20.82\|16090;2026-05-26\|20.30\|-3.24\|20.99\|21.00\|20.03\|22687;2026-05-27\|19.37\|-4.58\|20.20\|20.37\|19.30\|27667;2026-05-28\|19.58\|1.08\|19.37\|19.82\|19.05\|27016;2026-05-29\|19.16\|-2.15\|19.60\|19.68\|19.00\|23362;2026-06-01\|19.48\|1.67\|19.16\|19.62\|18.91\|17015;2026-06-02\|19.30\|-0.92\|19.50\|19.57\|18.94\|19539;2026-06-03\|21.23\|10.00\|19.33\|21.23\|18.96\|55735;2026-06-04\|21.86\|2.97\|22.08\|22.30\|20.86\|93168;2026-06-05\|21.45\|-1.88\|21.50\|22.00\|20.69\|49071;2026-06-08\|19.96\|-6.95\|20.81\|21.23\|19.90\|43161;2026-06-09\|19.80\|-0.80\|20.46\|20.56\|19.40\|33462;2026-06-10\|19.69\|-0.56\|19.66\|20.09\|19.35\|24693;2026-06-11\|18.37\|-5.50\|19.30\|19.33\|18.31\|27001;2026-06-12\|18.43\|0.33\|18.60\|19.00\|18.31\|25411;2026-06-15\|18.57\|0.76\|18.50\|18.78\|18.31\|19106;2026-06-16\|18.36\|-1.13\|18.60\|18.61\|18.16\|19978;2026-06-17\|17.64\|-3.92\|18.35\|18.36\|17.58\|31222;2026-06-18\|17.52\|-0.68\|17.71\|17.79\|17.45\|17932;2026-06-22\|17.96\|2.51\|17.51\|18.40\|16.90\|36462;2026-06-23\|17.78\|-1.00\|18.02\|18.14\|17.64\|22034;2026-06-24\|17.38\|-2.25\|17.78\|17.88\|17.22\|16160;2026-06-25\|17.08\|-1.73\|17.35\|17.70\|16.85\|27714;2026-06-26\|16.50\|-3.40\|16.90\|16.99\|16.44\|19633;2026-06-29\|16.13\|-2.24\|16.50\|16.57\|15.86\|25099;2026-06-30\|16.10\|-0.19\|16.00\|16.34\|15.95\|16954;2026-07-01\|16.53\|2.67\|16.10\|16.64\|15.98\|26190;2026-07-02\|16.68\|0.91\|16.70\|17.10\|16.44\|22721;2026-07-03\|17.59\|5.46\|16.70\|17.76\|16.70\|37909;2026-07-06\|17.47\|-0.68\|17.44\|17.84\|17.30\|23843;2026-07-07\|16.78\|-3.95\|17.45\|17.56\|16.76\|22836;2026-07-08\|16.41\|-2.21\|16.75\|16.83\|16.40\|15321;2026-07-09\|16.29\|-0.73\|16.53\|16.53\|15.89\|20774;2026-07-10\|16.60\|1.90\|16.28\|16.92\|16.19\|20365;2026-07-13\|16.09\|-3.07\|16.50\|16.59\|16.03\|22362;2026-07-14\|16.43\|2.11\|16.35\|16.45\|15.80\|17382;2026-07-15\|16.56\|0.79\|16.34\|16.72\|16.34\|17095;2026-07-16\|17.01\|2.72\|16.45\|17.50\|16.40\|30916;2026-07-17\|17.10\|0.53\|17.01\|17.53\|16.59\|38797;2026-07-20\|16.22\|-5.15\|17.10\|17.10\|16.00\|33567;2026-07-21\|16.05\|-1.05\|16.01\|16.23\|15.45\|34123;2026-07-22\|15.57\|-2.99\|15.96\|16.18\|15.52\|18437;2026-07-23\|15.92\|2.25\|15.51\|15.95\|15.45\|13993;2026-07-24\|15.65\|-1.70\|15.86\|16.17\|15.50\|20467;2026-07-27\|16.05\|2.56\|15.45\|16.07\|15.45\|13300;2026-07-28\|16.11\|0.37\|15.92\|16.34\|15.90\|12576;2026-07-29\|16.55\|2.73\|16.12\|16.64\|16.12\|18167;2026-07-30\|16.49\|-0.36\|16.26\|16.75\|16.26\|13758;2026-07-31\|16.70\|1.27\|16.50\|16.80\|16.49\|18964;2026-08-03\|17.15\|2.69\|16.70\|17.23\|16.70\|19425;2026-08-04\|17.00\|-0.87\|17.18\|17.26\|16.93\|16483;2026-08-05\|17.12\|0.71\|17.10\|17.44\|16.92\|23744;2026-08-06\|16.97\|-0.88\|17.07\|17.24\|16.72\|14175;2026-08-07\|17.03\|0.35\|16.95\|17.16\|16.60\|20543;2026-08-10\|17.37\|2.00\|17.01\|17.44\|16.85\|18215;2026-08-11\|17.52\|0.86\|17.30\|17.63\|17.21\|19473;2026-08-12\|17.63\|0.63\|17.80\|17.80\|17.46\|13149;2026-08-13\|17.44\|-1.08\|17.60\|17.69\|17.44\|13665;2026-08-14\|17.55\|0.63\|17.44\|17.65\|17.32\|15746;2026-08-17\|17.72\|0.97\|17.55\|17.87\|17.41\|10734;2026-08-18\|17.65\|-0.40\|17.78\|17.80\|17.40\|14565;2026-08-19\|17.40\|-1.42\|17.80\|17.80\|17.08\|19977;2026-08-20\|17.40\|0.00\|17.34\|17.74\|17.30\|15629;2026-08-21\|17.53\|0.75\|17.37\|17.57\|17.10\|12656;2026-08-24\|17.64\|0.63\|17.54\|17.94\|17.39\|19336;2026-08-25\|17.85\|1.19\|17.64\|17.93\|17.40\|22017;2026-08-26\|17.62\|-1.29\|17.99\|18.00\|17.54\|17977;2026-08-27\|17.63\|0.06\|17.64\|17.78\|17.42\|14276;2026-08-28\|17.58\|-0.28\|17.62\|17.74\|17.53\|9708;2026-08-31\|17.70\|0.68\|17.56\|17.73\|17.51\|10517;2026-09-01\|17.40\|-1.69\|17.80\|17.96\|17.38\|33088;2026-09-02\|17.50\|0.57\|17.21\|17.60\|17.21\|17449;2026-09-03\|17.39\|-0.63\|17.50\|17.77\|17.32\|12555;2026-09-04\|17.37\|-0.12\|17.39\|17.65\|17.29\|13289;2026-09-07\|17.38\|0.06\|17.27\|17.56\|17.27\|8881;2026-09-08\|17.47\|0.52\|17.30\|17.50\|17.25\|10431;2026-09-09\|17.37\|-0.57\|17.48\|17.54\|17.18\|8152;2026-09-10\|17.01\|-2.07\|17.37\|17.37\|17.01\|10970;2026-09-11\|16.50\|-3.00\|16.96\|16.98\|16.46\|11745;2026-09-14\|16.73\|1.39\|16.39\|16.78\|16.36\|15065;2026-09-15\|16.38\|-2.09\|16.60\|16.67\|16.37\|9149;2026-09-16\|16.40\|0.12\|16.39\|16.44\|16.11\|9651;2026-09-17\|16.95\|3.35\|16.55\|17.65\|16.42\|37866
112748		熔盐储能+并购重组+央企 1、据2026年6月25日公告，公司拟现金收购中国空分51%股权事项已回复上交所问询函并披露修订后草案，交易对价1.31亿元，旨在整合标的公司团队，推动公司向“拥有核心设备制造能力的能源装备整体解决方案服务商”转型。 2、据2025年年报，公司拥有完全自主知识产权的熔盐储罐设计建造能力，成功开发大型光热发电熔盐储能系统，参建多个光热及储能示范项目，是新能源储运工程领域领跑者。 3、据2026年6月25日公告，公司控股股东为苏美达股份有限公司，实际控制人为中国机械工业集团有限公司，最终控制方为国务院国资委。	公司拟1.31亿元购买中国空分51%股权，标的是一家以技术为核心，工程设计、咨询和工程总承包业务并举的专业工程公司，业务领域涉及工业气体制备、天然气液化、低温液体贮运、环保工程和废水深度处理回用、化工工程和能源综合回收利用、自动化控制等	2026-05-14\|8.91\|-1.66\|9.09\|9.10\|8.82\|61647;2026-05-15\|8.83\|-0.90\|8.95\|9.00\|8.76\|60200;2026-05-18\|8.89\|0.68\|8.79\|8.90\|8.67\|70173;2026-05-19\|8.85\|-0.45\|8.87\|8.88\|8.67\|46286;2026-05-20\|8.76\|-1.02\|8.85\|8.86\|8.68\|37003;2026-05-21\|8.38\|-4.34\|8.82\|8.87\|8.31\|67117;2026-05-22\|8.56\|2.15\|8.41\|8.64\|8.28\|55970;2026-05-25\|8.37\|-2.22\|8.56\|8.61\|8.29\|61394;2026-05-26\|8.04\|-3.94\|8.32\|8.37\|7.93\|77427;2026-05-27\|7.92\|-1.49\|8.06\|8.13\|7.82\|68830;2026-05-28\|7.99\|0.88\|7.90\|8.08\|7.79\|51926;2026-05-29\|7.67\|-4.00\|7.98\|8.01\|7.60\|70210;2026-06-01\|7.96\|3.78\|7.60\|8.04\|7.60\|65321;2026-06-02\|7.76\|-2.51\|7.94\|8.05\|7.69\|59855;2026-06-03\|8.54\|10.05\|8.37\|8.54\|8.25\|58915;2026-06-04\|8.69\|1.76\|9.10\|9.16\|8.56\|384481;2026-06-05\|8.17\|-5.98\|8.44\|8.50\|8.00\|243929;2026-06-08\|7.62\|-6.73\|8.00\|8.07\|7.57\|174680;2026-06-09\|7.64\|0.26\|7.81\|8.15\|7.50\|178321;2026-06-10\|7.37\|-3.53\|7.57\|7.67\|7.27\|129809;2026-06-11\|7.31\|-0.81\|7.40\|7.56\|7.24\|94159;2026-06-12\|7.32\|0.14\|7.40\|7.52\|7.27\|89784;2026-06-15\|7.35\|0.41\|7.35\|7.60\|7.27\|90911;2026-06-16\|7.37\|0.27\|7.35\|7.44\|7.17\|76848;2026-06-17\|7.17\|-2.71\|7.36\|7.37\|7.15\|67670;2026-06-18\|7.11\|-0.84\|7.16\|7.23\|7.02\|62819;2026-06-22\|7.20\|1.27\|7.05\|7.21\|6.88\|74127;2026-06-23\|7.33\|1.81\|7.15\|7.44\|7.12\|72014;2026-06-24\|7.12\|-2.86\|7.35\|7.38\|7.02\|64427;2026-06-25\|7.83\|9.97\|7.12\|7.83\|7.10\|227150;2026-06-26\|7.61\|-2.81\|7.90\|8.10\|7.61\|257859;2026-06-29\|7.38\|-3.02\|7.69\|7.81\|7.20\|156922;2026-06-30\|7.24\|-1.90\|7.51\|7.56\|7.15\|134086;2026-07-01\|7.24\|0.00\|7.13\|7.38\|7.08\|162128;2026-07-02\|7.26\|0.28\|7.18\|7.49\|7.15\|128003;2026-07-03\|7.40\|1.93\|7.24\|7.52\|7.24\|116388;2026-07-06\|7.17\|-3.11\|7.39\|7.47\|7.16\|93932;2026-07-07\|7.02\|-2.09\|7.12\|7.22\|6.96\|84338;2026-07-08\|6.87\|-2.14\|7.01\|7.08\|6.78\|66650;2026-07-09\|6.83\|-0.58\|6.85\|6.97\|6.62\|73796;2026-07-10\|6.94\|1.61\|6.83\|7.11\|6.73\|75229;2026-07-13\|6.78\|-2.31\|7.00\|7.10\|6.76\|68999;2026-07-14\|7.04\|3.83\|6.79\|7.04\|6.79\|87920;2026-07-15\|7.07\|0.43\|7.06\|7.20\|6.98\|70275;2026-07-16\|7.17\|1.41\|7.04\|7.25\|6.98\|66867;2026-07-17\|6.93\|-3.35\|7.14\|7.26\|6.81\|85522;2026-07-20\|7.07\|2.02\|7.06\|7.27\|6.95\|99679;2026-07-21\|6.85\|-3.11\|7.06\|7.06\|6.55\|113207;2026-07-22\|6.75\|-1.46\|6.84\|6.90\|6.73\|48962;2026-07-23\|7.07\|4.74\|6.76\|7.08\|6.76\|82073;2026-07-24\|7.07\|0.00\|7.03\|7.18\|6.90\|68629;2026-07-27\|7.31\|3.39\|7.07\|7.35\|7.07\|64859;2026-07-28\|7.33\|0.27\|7.24\|7.46\|7.24\|67303;2026-07-29\|7.47\|1.91\|7.32\|7.50\|7.30\|66576;2026-07-30\|7.38\|-1.20\|7.41\|7.67\|7.33\|73947;2026-07-31\|7.51\|1.76\|7.52\|7.55\|7.43\|57922;2026-08-03\|7.59\|1.07\|7.51\|7.61\|7.44\|51695;2026-08-04\|7.58\|-0.13\|7.60\|7.72\|7.54\|63294;2026-08-05\|7.52\|-0.79\|7.59\|7.60\|7.45\|66916;2026-08-06\|7.53\|0.13\|7.52\|7.59\|7.43\|56241;2026-08-07\|7.57\|0.53\|7.53\|7.60\|7.40\|51586;2026-08-10\|7.66\|1.19\|7.55\|7.68\|7.48\|57155;2026-08-11\|7.64\|-0.26\|7.67\|7.73\|7.55\|46871;2026-08-12\|7.69\|0.65\|7.65\|7.74\|7.63\|39457;2026-08-13\|7.54\|-1.95\|7.68\|7.69\|7.54\|36471;2026-08-14\|7.54\|0.00\|7.55\|7.61\|7.47\|35609;2026-08-17\|7.78\|3.18\|7.62\|7.78\|7.54\|48308;2026-08-18\|7.80\|0.26\|7.80\|7.87\|7.71\|52889;2026-08-19\|7.52\|-3.59\|7.80\|7.80\|7.46\|60401;2026-08-20\|7.60\|1.06\|7.52\|7.69\|7.52\|41621;2026-08-21\|7.73\|1.71\|7.56\|7.75\|7.51\|41156;2026-08-24\|7.67\|-0.78\|7.66\|7.78\|7.56\|49711;2026-08-25\|7.83\|2.09\|7.58\|7.85\|7.58\|50627;2026-08-26\|7.86\|0.38\|7.85\|7.96\|7.76\|47127;2026-08-27\|7.84\|-0.25\|7.82\|7.90\|7.78\|44181;2026-08-28\|7.83\|-0.13\|7.84\|7.88\|7.77\|73999;2026-08-31\|7.88\|0.64\|7.78\|7.92\|7.75\|59813;2026-09-01\|7.89\|0.13\|7.85\|7.95\|7.83\|48648;2026-09-02\|7.82\|-0.89\|7.91\|7.94\|7.81\|45242;2026-09-03\|7.68\|-1.79\|7.81\|7.95\|7.64\|56039;2026-09-04\|7.79\|1.43\|7.70\|7.93\|7.69\|60604;2026-09-07\|7.71\|-1.03\|7.77\|7.85\|7.70\|46910;2026-09-08\|7.80\|1.17\|7.67\|7.82\|7.65\|45284;2026-09-09\|7.84\|0.51\|7.83\|7.90\|7.74\|47040;2026-09-10\|7.74\|-1.28\|7.89\|7.89\|7.71\|41167;2026-09-11\|7.63\|-1.42\|7.71\|7.88\|7.59\|69360;2026-09-14\|7.60\|-0.39\|7.64\|7.70\|7.54\|34163;2026-09-15\|7.38\|-2.89\|7.59\|7.62\|7.38\|38444;2026-09-16\|7.45\|0.95\|7.37\|7.48\|7.31\|34367;2026-09-17\|7.45\|0.00\|7.41\|7.48\|7.26\|38455
112747		重大资产重组+生态环保+央企 1、据2026年6月2日公告，公司拟以支付现金方式购买中节能晶和科技有限公司及中节能西安启源机电装备有限公司的控股权，同时拟出售部分资产及负债，预计构成重大资产重组。 2、据2025年年报，公司主营业务涵盖生态修复、生态环保、生态景观和生态科技四大方向，能为客户提供一揽子生态环境建设与运营的整体解决方案。 3、据2025年年报，公司控股股东为中国节能环保集团有限公司，实际控制人为国务院国有资产监督管理委员会。	公司拟出售除保留资产负债以外的公司其他资产及负债，资产出售交易对方为中国节能集团或其他市场主体。同时，公司拟以支付现金方式向关联方购买股权类资产，购买的标的公司属于节能环保及设备制造行业。	2026-05-14\|1.64\|-2.96\|1.68\|1.69\|1.62\|638523;2026-05-15\|1.60\|-2.44\|1.63\|1.65\|1.58\|460369;2026-05-18\|1.62\|1.25\|1.60\|1.62\|1.58\|315860;2026-05-19\|1.63\|0.62\|1.62\|1.64\|1.60\|318307;2026-05-20\|1.57\|-3.68\|1.62\|1.63\|1.56\|399488;2026-05-21\|1.55\|-1.27\|1.56\|1.60\|1.54\|379979;2026-05-22\|1.59\|2.58\|1.56\|1.61\|1.55\|375802;2026-05-25\|1.66\|4.40\|1.60\|1.67\|1.59\|595485;2026-05-26\|1.61\|-3.01\|1.66\|1.74\|1.58\|716326;2026-05-27\|1.60\|-0.62\|1.61\|1.67\|1.59\|485623;2026-05-28\|1.62\|1.25\|1.59\|1.63\|1.58\|343821;2026-05-29\|1.61\|-0.62\|1.61\|1.66\|1.60\|438032;2026-06-01\|1.93\|19.88\|1.93\|1.93\|1.90\|1567437;2026-06-02\|2.32\|20.21\|2.09\|2.32\|2.01\|4432305;2026-06-03\|2.78\|19.83\|2.61\|2.78\|2.57\|4678216;2026-06-04\|2.79\|0.36\|2.87\|3.22\|2.75\|6575238;2026-06-05\|2.52\|-9.68\|2.70\|2.78\|2.49\|4310708;2026-06-08\|3.02\|19.84\|2.45\|3.02\|2.40\|6725338;2026-06-09\|2.94\|-2.65\|2.91\|3.04\|2.79\|4729894;2026-06-10\|2.73\|-7.14\|2.85\|3.01\|2.68\|3759143;2026-06-11\|2.58\|-5.49\|2.72\|2.73\|2.54\|2784046;2026-06-12\|2.48\|-3.88\|2.69\|2.76\|2.43\|2964792;2026-06-15\|2.56\|3.23\|2.54\|2.76\|2.45\|3052096;2026-06-16\|2.47\|-3.52\|2.55\|2.60\|2.44\|2673448;2026-06-17\|2.31\|-6.48\|2.42\|2.43\|2.27\|2429695;2026-06-18\|2.27\|-1.73\|2.29\|2.32\|2.19\|1749220;2026-06-22\|2.21\|-2.64\|2.22\|2.29\|2.17\|1900739;2026-06-23\|2.19\|-0.91\|2.18\|2.34\|2.16\|2134626;2026-06-24\|2.03\|-7.31\|2.15\|2.17\|2.00\|2391950;2026-06-25\|2.01\|-0.99\|2.04\|2.05\|1.98\|1347333;2026-06-26\|1.97\|-1.99\|2.02\|2.05\|1.96\|1381508;2026-06-29\|1.98\|0.51\|1.97\|2.05\|1.93\|1800952;2026-06-30\|1.91\|-3.54\|1.95\|1.97\|1.89\|1459198;2026-07-01\|2.05\|7.33\|1.90\|2.10\|1.89\|2312053;2026-07-02\|2.01\|-1.95\|2.04\|2.25\|1.99\|2419563;2026-07-03\|1.98\|-1.49\|2.03\|2.06\|1.95\|1496472;2026-07-06\|1.98\|0.00\|1.98\|2.12\|1.96\|2010786;2026-07-07\|1.90\|-4.04\|1.95\|1.97\|1.88\|1384643;2026-07-08\|1.83\|-3.68\|1.89\|1.90\|1.82\|1244397;2026-07-09\|1.84\|0.55\|1.84\|1.89\|1.80\|1175435;2026-07-10\|1.91\|3.80\|1.83\|1.96\|1.81\|1774726;2026-07-13\|1.76\|-7.85\|1.89\|1.90\|1.75\|1550797;2026-07-14\|1.79\|1.70\|1.76\|1.79\|1.71\|1055374;2026-07-15\|1.78\|-0.56\|1.77\|1.87\|1.76\|1099120;2026-07-16\|1.79\|0.56\|1.77\|1.82\|1.75\|1027411;2026-07-17\|1.69\|-5.59\|1.78\|1.82\|1.68\|1173850;2026-07-20\|1.69\|0.00\|1.70\|1.75\|1.66\|1096226;2026-07-21\|1.71\|1.18\|1.69\|1.72\|1.58\|1272441;2026-07-22\|1.69\|-1.17\|1.69\|1.74\|1.67\|859328;2026-07-23\|1.78\|5.33\|1.66\|1.79\|1.66\|1209568;2026-07-24\|1.70\|-4.49\|1.78\|1.79\|1.70\|915444;2026-07-27\|1.77\|4.12\|1.69\|1.78\|1.68\|905641;2026-07-28\|1.78\|0.56\|1.77\|1.85\|1.75\|1198090;2026-07-29\|1.80\|1.12\|1.76\|1.82\|1.75\|975889;2026-07-30\|1.75\|-2.78\|1.78\|1.84\|1.74\|1075336;2026-07-31\|1.82\|4.00\|1.75\|1.82\|1.75\|1023884;2026-08-03\|1.87\|2.75\|1.82\|1.87\|1.81\|983161;2026-08-04\|1.89\|1.07\|1.87\|1.90\|1.85\|874420;2026-08-05\|1.89\|0.00\|1.90\|1.91\|1.87\|789926;2026-08-06\|1.86\|-1.59\|1.88\|1.89\|1.82\|847636;2026-08-07\|1.86\|0.00\|1.88\|1.88\|1.79\|792943;2026-08-10\|1.90\|2.15\|1.86\|1.90\|1.83\|888853;2026-08-11\|1.92\|1.05\|1.89\|1.94\|1.87\|969778;2026-08-12\|2.30\|19.79\|1.91\|2.30\|1.90\|2956453;2026-08-13\|2.28\|-0.87\|2.26\|2.46\|2.21\|4207038;2026-08-14\|2.18\|-4.39\|2.29\|2.34\|2.15\|2181649;2026-08-17\|2.17\|-0.46\|2.25\|2.28\|2.13\|1581626;2026-08-18\|2.11\|-2.77\|2.18\|2.18\|2.09\|1469853;2026-08-19\|2.00\|-5.21\|2.08\|2.10\|1.99\|1260834;2026-08-20\|2.06\|3.00\|2.00\|2.07\|1.97\|1284360;2026-08-21\|2.02\|-1.94\|2.03\|2.04\|1.99\|891448;2026-08-24\|1.99\|-1.49\|2.02\|2.03\|1.94\|959438;2026-08-25\|2.04\|2.51\|1.97\|2.05\|1.96\|948308;2026-08-26\|2.01\|-1.47\|1.98\|2.05\|1.96\|872105;2026-08-27\|2.05\|1.99\|1.99\|2.06\|1.98\|929454;2026-08-28\|2.07\|0.98\|2.04\|2.08\|2.00\|946231;2026-08-31\|2.04\|-1.45\|2.06\|2.07\|2.01\|857829;2026-09-01\|2.13\|4.41\|2.05\|2.20\|2.03\|1950812;2026-09-02\|2.00\|-6.10\|2.10\|2.15\|2.00\|1373090;2026-09-03\|1.99\|-0.50\|2.02\|2.03\|1.98\|803570;2026-09-04\|2.00\|0.50\|2.00\|2.06\|1.98\|864442;2026-09-07\|2.03\|1.50\|2.01\|2.05\|1.99\|680145;2026-09-08\|2.15\|5.91\|2.06\|2.25\|2.06\|1851662;2026-09-09\|2.09\|-2.79\|2.13\|2.15\|2.08\|1056847;2026-09-10\|2.10\|0.48\|2.08\|2.12\|2.05\|971379;2026-09-11\|2.02\|-3.81\|2.08\|2.08\|1.98\|1137492;2026-09-14\|2.01\|-0.49\|2.01\|2.05\|2.00\|589349;2026-09-15\|1.93\|-3.98\|2.00\|2.01\|1.92\|861645;2026-09-16\|1.95\|1.04\|1.91\|1.96\|1.90\|524023;2026-09-17\|1.97\|1.03\|1.93\|1.98\|1.92\|589552
112746	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%	半导体封装材料+引线框架满产+回购行业原因：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5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479;2026-07-13\|30.05\|-6.76\|32.19\|32.98\|29.98\|455782;2026-07-14\|29.99\|-0.20\|30.08\|30.44\|28.00\|353328;2026-07-15\|28.33\|-5.54\|30.50\|30.68\|28.10\|288085;2026-07-16\|26.26\|-7.31\|27.47\|28.20\|25.97\|300444;2026-07-17\|23.63\|-10.02\|26.26\|26.49\|23.63\|329758;2026-07-20\|21.27\|-9.99\|24.13\|24.33\|21.27\|327422;2026-07-21\|22.86\|7.48\|21.17\|22.94\|19.14\|671172;2026-07-22\|22.33\|-2.32\|22.45\|23.75\|22.05\|607472;2026-07-23\|21.98\|-1.57\|22.73\|22.75\|21.55\|374932;2026-07-24\|22.08\|0.46\|21.59\|22.90\|21.55\|387072;2026-07-27\|22.90\|3.71\|22.07\|23.00\|21.00\|382426;2026-07-28\|22.00\|-3.93\|22.81\|23.40\|21.70\|379479;2026-07-29\|20.94\|-4.82\|21.66\|22.10\|19.96\|451827;2026-07-30\|19.20\|-8.31\|20.61\|20.85\|19.07\|362855;2026-07-31\|20.40\|6.25\|21.00\|21.09\|20.25\|477136;2026-08-03\|19.20\|-5.88\|20.32\|20.38\|19.11\|354653;2026-08-04\|20.27\|5.57\|19.52\|20.50\|19.28\|360209;2026-08-05\|22.30\|10.01\|20.35\|22.30\|20.29\|311771;2026-08-06\|23.11\|3.63\|22.75\|23.34\|22.53\|720883;2026-08-07\|24.04\|4.02\|23.12\|24.29\|22.75\|585167;2026-08-10\|23.90\|-0.58\|24.39\|24.43\|23.27\|414993;2026-08-11\|23.83\|-0.29\|23.58\|24.30\|23.38\|309702;2026-08-12\|24.22\|1.64\|23.91\|24.29\|23.64\|296779;2026-08-13\|23.52\|-2.89\|24.78\|24.87\|23.50\|351070;2026-08-14\|24.21\|2.93\|23.99\|24.22\|23.54\|282999;2026-08-17\|25.40\|4.92\|24.22\|25.40\|24.22\|407417;2026-08-18\|25.66\|1.02\|25.30\|26.25\|25.14\|505163;2026-08-19\|23.86\|-7.01\|24.82\|25.63\|23.70\|418685;2026-08-20\|23.34\|-2.18\|24.07\|24.20\|23.05\|308577;2026-08-21\|23.50\|0.69\|23.12\|23.72\|22.78\|239660;2026-08-24\|23.04\|-1.96\|23.45\|23.47\|22.35\|226828;2026-08-25\|22.75\|-1.26\|22.53\|22.96\|21.65\|251140;2026-08-26\|22.51\|-1.05\|23.13\|23.33\|22.41\|331572;2026-08-27\|23.62\|4.93\|22.88\|23.78\|22.33\|423812;2026-08-28\|23.25\|-1.57\|23.36\|23.78\|23.02\|320289;2026-08-31\|23.87\|2.67\|22.71\|23.95\|22.67\|279005;2026-09-01\|23.01\|-3.60\|23.89\|24.00\|22.90\|249089;2026-09-02\|22.69\|-1.39\|22.61\|22.95\|22.40\|149876;2026-09-03\|22.50\|-0.84\|22.95\|23.07\|22.20\|162677;2026-09-04\|21.89\|-2.71\|22.85\|24.05\|21.69\|423005;2026-09-07\|22.85\|4.39\|22.28\|22.98\|21.96\|305187;2026-09-08\|23.06\|0.92\|22.85\|23.57\|22.55\|268708;2026-09-09\|22.94\|-0.52\|23.25\|23.65\|22.81\|211226;2026-09-10\|23.08\|0.61\|22.86\|23.49\|22.60\|219689;2026-09-11\|22.68\|-1.73\|22.61\|22.84\|21.76\|252570;2026-09-14\|24.13\|6.39\|22.48\|24.68\|21.98\|491180;2026-09-15\|23.82\|-1.28\|23.70\|24.36\|23.70\|326285;2026-09-16\|24.80\|4.11\|24.00\|24.84\|23.67\|487117;2026-09-17\|24.24\|-2.26\|24.60\|24.98\|24.09\|397860
112745	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%	AI芯片测试探针+HBM+券商看好 1、据东吴证券2026年6月7日研报，公司深度绑定算力头部客户，半导体测试业务正逐步成为核心成长曲线，客户资质与订单稳定性构成核心竞争壁垒，首次覆盖给予“买入”评级。 2、据2026年5月11日投资者关系活动记录表，HBM相关测试探针是公司即期重点研发市场，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程；同记录表显示，公司在手订单良好。 3、据2025年年度报告，公司2025年营业收入同比增长52.47%，归母净利润同比扭亏为盈，主要系AI芯片放量带动FT测试探针及MEMS精微零组件订单规模逐步增长。	A股芯片测试探针第一股	2026-05-14\|119.84\|-1.67\|122.52\|125.50\|117.50\|64448;2026-05-15\|120.62\|0.65\|120.00\|122.84\|114.00\|49745;2026-05-18\|123.58\|2.45\|120.00\|125.00\|116.00\|50716;2026-05-19\|125.94\|1.91\|122.35\|126.67\|118.78\|56782;2026-05-20\|131.99\|4.80\|125.94\|132.88\|123.01\|64717;2026-05-21\|116.22\|-11.95\|131.85\|131.85\|115.20\|73509;2026-05-22\|123.00\|5.83\|118.22\|125.00\|112.98\|56679;2026-05-25\|120.36\|-2.15\|123.42\|123.88\|117.22\|52947;2026-05-26\|117.00\|-2.79\|122.50\|122.50\|113.64\|40764;2026-05-27\|106.45\|-8.95\|120.00\|120.00\|105.08\|74624;2026-05-28\|123.56\|16.07\|107.00\|125.56\|102.20\|94591;2026-05-29\|117.20\|-5.15\|122.88\|123.92\|114.00\|60443;2026-06-01\|109.07\|-6.94\|115.90\|118.00\|108.00\|50105;2026-06-02\|112.58\|3.22\|111.25\|115.67\|108.77\|34939;2026-06-03\|129.70\|15.21\|113.01\|135.10\|113.01\|107454;2026-06-04\|124.00\|-4.39\|123.28\|128.76\|122.40\|69813;2026-06-05\|120.18\|-3.08\|123.51\|126.69\|119.68\|50194;2026-06-08\|114.59\|-4.65\|109.10\|120.66\|109.10\|47964;2026-06-09\|114.37\|-0.19\|117.00\|118.50\|113.00\|42963;2026-06-10\|111.00\|-2.95\|113.12\|117.50\|108.20\|50226;2026-06-11\|133.20\|20.00\|110.09\|133.20\|110.09\|104162;2026-06-12\|128.80\|-3.30\|140.00\|142.30\|127.71\|92677;2026-06-15\|130.80\|1.55\|128.00\|132.51\|123.67\|84678;2026-06-16\|132.87\|1.58\|130.36\|136.00\|126.89\|83232;2026-06-17\|152.15\|14.51\|133.13\|156.68\|129.04\|97382;2026-06-18\|158.20\|3.98\|146.00\|160.50\|144.00\|81282;2026-06-22\|148.10\|-6.38\|155.10\|157.00\|140.01\|75381;2026-06-23\|146.42\|-1.13\|142.90\|147.96\|139.00\|40723;2026-06-24\|150.68\|2.91\|143.50\|155.00\|142.84\|51793;2026-06-25\|158.38\|5.11\|154.50\|164.89\|149.00\|53519;2026-06-26\|148.20\|-6.43\|155.39\|163.87\|144.00\|51755;2026-06-29\|146.48\|-1.16\|142.00\|153.99\|135.33\|55759;2026-06-30\|158.98\|8.53\|146.68\|159.99\|140.68\|60174;2026-07-01\|158.10\|-0.55\|163.38\|169.80\|155.00\|56354;2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|39615;2026-07-13\|133.45\|-4.94\|140.11\|143.80\|132.00\|28752;2026-07-14\|140.17\|5.04\|133.45\|140.59\|129.01\|31622;2026-07-15\|125.00\|-10.82\|139.77\|141.77\|124.00\|33115;2026-07-16\|112.86\|-9.71\|120.88\|125.00\|111.20\|40117;2026-07-17\|97.01\|-14.04\|113.65\|115.49\|96.00\|48890;2026-07-20\|84.25\|-13.15\|101.37\|101.37\|81.31\|54475;2026-07-21\|94.33\|11.96\|84.79\|94.75\|72.51\|63799;2026-07-22\|92.80\|-1.62\|94.94\|99.00\|91.27\|44426;2026-07-23\|87.90\|-5.28\|94.66\|95.95\|86.58\|34067;2026-07-24\|89.70\|2.05\|85.86\|92.20\|85.86\|33249;2026-07-27\|91.00\|1.45\|90.30\|91.36\|86.00\|38575;2026-07-28\|80.73\|-11.29\|84.35\|91.35\|79.90\|47898;2026-07-29\|78.95\|-2.20\|78.89\|81.99\|73.13\|52879;2026-07-30\|68.45\|-13.30\|78.04\|81.00\|67.55\|42964;2026-07-31\|81.28\|18.74\|76.00\|82.14\|74.82\|92898;2026-08-03\|78.16\|-3.84\|78.10\|82.05\|75.70\|76432;2026-08-04\|93.79\|20.00\|82.49\|93.79\|79.11\|67814;2026-08-05\|96.92\|3.34\|91.92\|99.34\|91.38\|70550;2026-08-06\|104.00\|7.30\|94.98\|112.00\|93.93\|83050;2026-08-07\|108.57\|4.39\|104.00\|116.58\|100.97\|87075;2026-08-10\|103.45\|-4.72\|107.01\|109.80\|99.99\|78195;2026-08-11\|101.67\|-1.72\|101.20\|104.20\|98.40\|45780;2026-08-12\|104.38\|2.67\|103.79\|106.41\|101.69\|51858;2026-08-13\|102.77\|-1.54\|108.00\|109.98\|102.34\|50339;2026-08-14\|104.68\|1.86\|104.98\|105.65\|101.11\|34860;2026-08-17\|108.00\|3.17\|105.99\|108.38\|103.50\|35842;2026-08-18\|107.00\|-0.93\|108.48\|111.00\|105.20\|41907;2026-08-19\|96.52\|-9.79\|102.00\|105.00\|95.28\|45443;2026-08-20\|96.66\|0.14\|98.00\|99.90\|93.91\|32096;2026-08-21\|101.01\|4.50\|97.15\|103.40\|94.15\|44839;2026-08-24\|100.71\|-0.30\|102.86\|103.15\|96.21\|37887;2026-08-25\|98.45\|-2.24\|97.81\|99.81\|91.00\|40159;2026-08-26\|96.61\|-1.87\|99.25\|99.33\|92.77\|31293;2026-08-27\|110.35\|14.22\|97.50\|111.00\|96.80\|60290;2026-08-28\|106.60\|-3.40\|109.71\|112.00\|104.72\|51759;2026-08-31\|108.00\|1.31\|105.50\|109.00\|103.71\|31543;2026-09-01\|103.81\|-3.88\|107.90\|108.54\|101.10\|34616;2026-09-02\|102.40\|-1.36\|102.06\|103.58\|100.10\|23257;2026-09-03\|102.50\|0.10\|104.00\|105.04\|100.88\|28574;2026-09-04\|96.90\|-5.46\|103.68\|106.50\|95.34\|35743;2026-09-07\|104.15\|7.48\|98.81\|108.56\|97.52\|52539;2026-09-08\|101.40\|-2.64\|106.22\|106.80\|100.80\|36158;2026-09-09\|104.18\|2.74\|104.49\|111.10\|103.39\|42109;2026-09-10\|102.40\|-1.71\|104.10\|106.51\|102.00\|30312;2026-09-11\|97.03\|-5.24\|99.00\|100.80\|92.90\|38559;2026-09-14\|99.01\|2.04\|96.27\|102.13\|92.00\|41648;2026-09-15\|101.00\|2.01\|98.50\|104.49\|98.10\|27767;2026-09-16\|105.87\|4.82\|101.09\|106.66\|99.11\|39433;2026-09-17\|103.40\|-2.33\|105.57\|107.00\|100.50\|48502
112744	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%	存算基地+供水+武汉国资 1、据2026年6月17日互动易，公司就投资者关注的同业竞争事项回复，将按照监管规则进行披露，目前无应披露而未披露的事项。 2、据2026年4月24日年报，公司主营供水和建筑业务，所在片区已启动世界级存算一体化产业基地建设，预计未来三到五年区域用水需求将出现跳跃式增长，为公司供水及市政建设业务提供广阔空间。 3、据2026年4月24日年报，公司2025年实现营业收入8156.40万元、净利润1902.53万元，分别同比增长7.70%和48.48%，主要财务指标实现连续七年增长；公司最终控制人为武汉东湖新技术开发区管理委员会。	公司实控人武汉东湖新技术开发区管理委员会，与长江储存同一实控人	2026-05-14\|23.12\|5.09\|21.63\|23.33\|20.88\|361053;2026-05-15\|23.33\|0.91\|22.50\|24.00\|22.40\|258883;2026-05-18\|25.66\|9.99\|23.05\|25.66\|23.05\|129436;2026-05-19\|23.33\|-9.08\|25.41\|26.10\|23.09\|423574;2026-05-20\|21.00\|-9.99\|21.29\|22.45\|21.00\|145603;2026-05-21\|18.90\|-10.00\|18.90\|19.36\|18.90\|144833;2026-05-22\|17.60\|-6.88\|17.01\|18.42\|17.01\|594341;2026-05-25\|16.43\|-6.65\|17.21\|17.94\|16.21\|523856;2026-05-26\|16.19\|-1.46\|16.31\|16.88\|15.78\|322809;2026-05-27\|16.47\|1.73\|16.19\|16.68\|15.93\|266033;2026-05-28\|15.77\|-4.25\|16.50\|16.55\|15.70\|210096;2026-05-29\|15.05\|-4.57\|15.77\|16.00\|14.79\|234222;2026-06-01\|16.56\|10.03\|15.35\|16.56\|14.90\|197101;2026-06-02\|16.31\|-1.51\|16.95\|17.04\|15.95\|294477;2026-06-03\|16.40\|0.55\|16.46\|17.94\|16.30\|451906;2026-06-04\|15.57\|-5.06\|16.28\|16.45\|15.54\|288972;2026-06-05\|16.02\|2.89\|15.79\|16.68\|15.10\|294089;2026-06-08\|15.68\|-2.12\|15.40\|16.78\|15.40\|209728;2026-06-09\|15.71\|0.19\|15.86\|16.00\|15.29\|130129;2026-06-10\|15.72\|0.06\|15.70\|16.19\|15.20\|143808;2026-06-11\|16.38\|4.20\|15.68\|16.55\|15.25\|267652;2026-06-12\|15.76\|-3.79\|16.30\|16.30\|15.61\|211403;2026-06-15\|16.38\|3.93\|15.77\|16.50\|15.77\|215271;2026-06-16\|16.72\|2.08\|16.35\|16.83\|15.80\|214369;2026-06-17\|17.42\|4.19\|16.85\|18.02\|16.66\|272176;2026-06-18\|19.16\|9.99\|19.16\|19.16\|19.16\|54067;2026-06-22\|21.08\|10.02\|21.08\|21.08\|19.50\|462294;2026-06-23\|21.97\|4.22\|21.72\|22.84\|21.08\|470089;2026-06-24\|20.08\|-8.60\|21.92\|22.60\|19.77\|521725;2026-06-25\|21.50\|7.07\|20.21\|22.09\|19.85\|456732;2026-06-26\|20.80\|-3.26\|21.40\|22.11\|20.60\|282117;2026-06-29\|20.70\|-0.48\|20.40\|20.89\|19.20\|240006;2026-06-30\|20.51\|-0.92\|20.79\|21.35\|20.00\|185809;2026-07-01\|20.70\|0.93\|20.51\|21.18\|20.10\|178997;2026-07-02\|19.80\|-4.35\|20.60\|21.54\|19.65\|226157;2026-07-03\|21.78\|10.00\|19.61\|21.78\|19.08\|294336;2026-07-06\|19.60\|-10.01\|21.98\|21.98\|19.60\|334139;2026-07-07\|18.11\|-7.60\|19.30\|19.70\|17.98\|230815;2026-07-08\|17.15\|-5.30\|18.08\|18.10\|17.10\|159051;2026-07-09\|17.50\|2.04\|17.15\|17.61\|16.38\|177538;2026-07-10\|17.62\|0.69\|17.78\|18.50\|17.52\|156564;2026-07-13\|16.47\|-6.53\|17.20\|17.66\|16.38\|134769;2026-07-14\|17.05\|3.52\|16.25\|17.41\|15.76\|157620;2026-07-15\|16.43\|-3.64\|17.10\|17.10\|16.34\|100598;2026-07-16\|15.95\|-2.92\|16.26\|16.61\|15.70\|98071;2026-07-17\|14.68\|-7.96\|15.87\|16.76\|14.38\|184709;2026-07-20\|13.21\|-10.01\|14.97\|15.23\|13.21\|234942;2026-07-21\|13.50\|2.20\|13.21\|13.60\|11.89\|251875;2026-07-22\|13.11\|-2.89\|13.38\|13.57\|12.84\|130511;2026-07-23\|13.27\|1.22\|13.00\|13.57\|13.00\|103695;2026-07-24\|12.92\|-2.64\|13.00\|13.59\|12.89\|108519;2026-07-27\|13.78\|6.66\|12.88\|13.78\|12.67\|130821;2026-07-28\|13.60\|-1.31\|13.54\|14.30\|13.46\|129550;2026-07-29\|13.60\|0.00\|13.60\|13.72\|13.06\|132147;2026-07-30\|12.50\|-8.09\|13.60\|13.71\|12.47\|143443;2026-07-31\|13.24\|5.92\|12.98\|13.58\|12.88\|152333;2026-08-03\|13.16\|-0.60\|13.22\|13.36\|12.90\|83406;2026-08-04\|14.14\|7.45\|13.20\|14.29\|13.20\|139984;2026-08-05\|14.49\|2.48\|14.01\|14.73\|13.97\|125806;2026-08-06\|14.75\|1.79\|14.30\|14.92\|14.30\|116116;2026-08-07\|15.10\|2.37\|14.96\|15.17\|14.26\|120783;2026-08-10\|15.23\|0.86\|15.10\|15.30\|14.50\|102350;2026-08-11\|15.03\|-1.31\|14.99\|15.28\|14.72\|77546;2026-08-12\|15.39\|2.40\|15.01\|15.45\|14.98\|74482;2026-08-13\|15.01\|-2.47\|15.44\|15.69\|14.97\|85055;2026-08-14\|16.51\|9.99\|15.05\|16.51\|14.98\|197360;2026-08-17\|16.56\|0.30\|16.65\|16.65\|15.75\|203608;2026-08-18\|16.31\|-1.51\|16.56\|16.96\|16.23\|110790;2026-08-19\|15.33\|-6.01\|16.03\|16.19\|15.16\|123380;2026-08-20\|15.18\|-0.98\|15.60\|15.60\|15.00\|79230;2026-08-21\|15.35\|1.12\|15.19\|15.74\|14.94\|70936;2026-08-24\|14.18\|-7.62\|15.87\|15.98\|13.85\|195927;2026-08-25\|14.69\|3.60\|13.88\|14.80\|13.68\|135134;2026-08-26\|14.94\|1.70\|14.97\|15.12\|14.55\|95983;2026-08-27\|15.09\|1.00\|15.00\|15.30\|14.74\|91326;2026-08-28\|15.35\|1.72\|15.01\|16.10\|14.94\|141110;2026-08-31\|15.41\|0.39\|15.07\|15.50\|15.01\|86223;2026-09-01\|14.95\|-2.99\|15.41\|15.41\|14.76\|95033;2026-09-02\|15.19\|1.61\|14.85\|15.38\|14.69\|84253;2026-09-03\|15.42\|1.51\|15.19\|15.65\|15.11\|83953;2026-09-04\|14.89\|-3.44\|15.43\|15.68\|14.84\|81468;2026-09-07\|15.37\|3.22\|14.89\|15.47\|14.89\|77620;2026-09-08\|16.91\|10.02\|15.74\|16.91\|15.40\|179505;2026-09-09\|16.40\|-3.02\|16.68\|17.06\|16.11\|202714;2026-09-10\|16.08\|-1.95\|16.32\|16.32\|15.77\|131798;2026-09-11\|15.19\|-5.53\|16.02\|16.02\|14.90\|147768;2026-09-14\|15.02\|-1.12\|15.16\|15.28\|14.56\|84956;2026-09-15\|14.72\|-2.00\|14.97\|15.08\|14.66\|82129;2026-09-16\|15.03\|2.11\|14.72\|15.18\|14.59\|71648;2026-09-17\|15.27\|1.60\|14.98\|15.72\|14.93\|105017
112743	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
112742	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：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600;2026-07-13\|102.49\|-0.70\|103.21\|107.53\|101.00\|347832;2026-07-14\|106.15\|3.57\|101.00\|106.52\|98.35\|399286;2026-07-15\|111.12\|4.68\|109.58\|112.30\|105.58\|655992;2026-07-16\|109.85\|-1.14\|108.08\|113.77\|108.00\|455227;2026-07-17\|104.12\|-5.22\|109.03\|112.48\|103.33\|480888;2026-07-20\|101.16\|-2.84\|106.00\|106.99\|97.99\|431610;2026-07-21\|102.42\|1.25\|104.00\|104.00\|98.24\|341276;2026-07-22\|101.98\|-0.43\|101.66\|106.64\|100.60\|304762;2026-07-23\|96.66\|-5.22\|103.50\|103.50\|96.08\|292032;2026-07-24\|96.90\|0.25\|95.30\|99.65\|95.08\|208590;2026-07-27\|95.31\|-1.64\|98.00\|98.58\|92.92\|199163;2026-07-28\|91.80\|-3.68\|93.98\|95.75\|90.63\|199059;2026-07-29\|91.69\|-0.12\|94.46\|94.46\|90.83\|188338;2026-07-30\|88.50\|-3.48\|91.67\|91.68\|86.86\|262063;2026-07-31\|88.70\|0.23\|90.50\|91.87\|88.70\|263396;2026-08-03\|88.22\|-0.54\|87.66\|89.22\|87.02\|161641;2026-08-04\|87.95\|-0.31\|88.68\|88.88\|87.01\|229979;2026-08-05\|90.83\|3.27\|88.80\|91.69\|88.13\|283238;2026-08-06\|89.65\|-1.30\|89.81\|90.25\|88.44\|248381;2026-08-07\|89.76\|0.12\|89.49\|90.15\|88.41\|175050;2026-08-10\|89.14\|-0.69\|90.09\|90.10\|88.08\|165863;2026-08-11\|93.26\|4.62\|89.00\|94.89\|88.68\|410880;2026-08-12\|91.52\|-1.87\|92.71\|93.60\|91.25\|191363;2026-08-13\|90.02\|-1.64\|91.90\|92.51\|90.00\|198887;2026-08-14\|91.08\|1.18\|90.45\|91.12\|89.73\|124974;2026-08-17\|92.14\|1.16\|91.20\|92.17\|90.74\|151553;2026-08-18\|90.54\|-1.74\|91.66\|92.15\|90.02\|182036;2026-08-19\|86.90\|-4.02\|89.05\|89.50\|86.59\|232689;2026-08-20\|85.99\|-1.05\|87.00\|87.35\|85.98\|138599;2026-08-21\|85.82\|-0.20\|85.44\|86.61\|85.01\|105796;2026-08-24\|82.50\|-3.87\|85.83\|85.85\|82.25\|191646;2026-08-25\|85.55\|3.70\|80.90\|85.98\|80.10\|226671;2026-08-26\|84.00\|-1.81\|85.02\|85.45\|83.93\|122142;2026-08-27\|84.54\|0.64\|84.29\|84.94\|83.30\|129072;2026-08-28\|82.00\|-3.00\|84.33\|85.00\|81.76\|197759;2026-08-31\|83.27\|1.55\|81.00\|83.27\|80.71\|110466;2026-09-01\|82.85\|-0.50\|82.77\|83.38\|82.58\|71860;2026-09-02\|80.61\|-2.70\|82.18\|82.39\|80.38\|131579;2026-09-03\|79.30\|-1.63\|81.01\|81.25\|78.70\|142104;2026-09-04\|80.25\|1.20\|79.89\|82.25\|79.85\|185333;2026-09-07\|81.08\|1.03\|81.00\|81.74\|79.80\|181091;2026-09-08\|80.47\|-0.75\|81.00\|81.70\|79.39\|166152;2026-09-09\|80.01\|-0.57\|80.22\|80.87\|79.70\|120539;2026-09-10\|78.93\|-1.35\|79.50\|79.67\|78.85\|91541;2026-09-11\|76.88\|-2.60\|78.28\|78.28\|76.10\|191097;2026-09-14\|77.91\|1.34\|76.15\|78.25\|75.85\|96513;2026-09-15\|77.52\|-0.50\|77.38\|78.78\|77.38\|70647;2026-09-16\|78.40\|1.14\|77.43\|78.65\|76.82\|93841;2026-09-17\|78.62\|0.28\|77.90\|79.15\|77.84\|90811
112741	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
112740	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+参股公司爆发+一季报扭亏行业原因： 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2025年年度报告，公司高端存储产品已在AI智算中心、HPC高性能计算等核心场景实现规模化部署，打通了从主控芯片、SSD到存储系统的全产业链。 2、据2026年5月27日互动易，公司参股的国产企业级SSD头部厂商忆恒创源一季度净利润超4.5亿元，新锐主控芯片厂商泽石科技一季度已实现扭亏为盈，业绩同比大幅增长，参股公司的盈利为公司贡献正向业绩回报。 3、据2026年4月28日一季报，公司一季度营收1.22亿元，同比增长156.12%，归母净利润8718.08万元，同比扭亏为盈。	1、公司主要从事数据存储、数据保护、容灾等技术的研究、开发和应用； 2、子公司鸿秦科技承担了特殊行业固态存储主控芯片的研发和设计任务，形成了具有完全自主知识产权的鸿芯系列主控芯片东，是国内最早进入军工固态存储领域的专业存储厂商之一	2026-05-14\|43.34\|-0.02\|44.50\|46.24\|43.34\|888726;2026-05-15\|44.56\|2.81\|44.65\|47.71\|43.98\|837099;2026-05-18\|53.47\|20.00\|46.88\|53.47\|46.25\|564611;2026-05-19\|59.40\|11.09\|58.00\|62.00\|57.06\|1123132;2026-05-20\|57.26\|-3.60\|57.50\|58.80\|52.86\|642617;2026-05-21\|53.96\|-5.76\|58.70\|60.44\|53.50\|559106;2026-05-22\|53.35\|-1.13\|54.42\|55.63\|50.04\|502348;2026-05-25\|50.54\|-5.27\|52.22\|52.95\|47.51\|520401;2026-05-26\|45.60\|-9.77\|50.00\|50.00\|44.61\|468007;2026-05-27\|45.60\|0.00\|47.80\|49.79\|45.30\|451054;2026-05-28\|50.42\|10.57\|45.62\|51.60\|44.88\|482160;2026-05-29\|47.86\|-5.08\|51.00\|52.50\|46.91\|459966;2026-06-01\|49.25\|2.90\|49.00\|50.30\|47.85\|378321;2026-06-02\|46.61\|-5.36\|48.60\|49.02\|41.71\|456678;2026-06-03\|54.81\|17.59\|47.08\|55.93\|46.98\|903004;2026-06-04\|55.18\|0.68\|55.01\|57.11\|53.70\|847898;2026-06-05\|53.01\|-3.93\|54.12\|57.98\|52.63\|753139;2026-06-08\|48.46\|-8.58\|49.72\|51.59\|47.60\|628310;2026-06-09\|48.80\|0.70\|50.20\|50.55\|47.08\|545805;2026-06-10\|46.58\|-4.55\|48.24\|48.33\|45.88\|411486;2026-06-11\|45.56\|-2.19\|46.61\|48.77\|44.56\|379739;2026-06-12\|43.40\|-4.74\|48.21\|48.68\|43.00\|469582;2026-06-15\|46.00\|5.99\|44.88\|46.13\|43.80\|425449;2026-06-16\|47.75\|3.80\|46.82\|49.45\|46.00\|566401;2026-06-17\|51.03\|6.87\|46.98\|52.50\|46.35\|728385;2026-06-18\|50.90\|-0.25\|50.63\|52.15\|49.71\|611743;2026-06-22\|51.58\|1.34\|51.14\|52.40\|48.72\|673776;2026-06-23\|55.90\|8.38\|50.62\|59.47\|49.60\|975146;2026-06-24\|59.55\|6.53\|53.51\|60.10\|51.61\|927993;2026-06-25\|58.00\|-2.60\|62.00\|62.00\|56.35\|939141;2026-06-26\|53.50\|-7.76\|56.45\|57.45\|53.43\|670903;2026-06-29\|50.50\|-5.61\|53.26\|54.33\|47.14\|645704;2026-06-30\|51.17\|1.33\|49.78\|52.30\|48.10\|466778;2026-07-01\|49.33\|-3.60\|51.99\|54.33\|49.18\|604367;2026-07-02\|45.29\|-8.19\|46.40\|47.80\|45.16\|498588;2026-07-03\|45.17\|-0.27\|44.40\|46.80\|43.33\|347503;2026-07-06\|44.18\|-2.19\|45.80\|46.10\|42.30\|358516;2026-07-07\|41.92\|-5.12\|43.58\|43.98\|41.07\|295735;2026-07-08\|39.97\|-4.65\|42.37\|42.56\|39.17\|299067;2026-07-09\|42.25\|5.70\|40.77\|42.35\|39.41\|342763;2026-07-10\|40.31\|-4.59\|42.65\|44.37\|40.30\|382858;2026-07-13\|36.23\|-10.12\|39.74\|40.43\|36.00\|365913;2026-07-14\|37.93\|4.69\|37.01\|38.26\|35.48\|304612;2026-07-15\|36.08\|-4.88\|38.62\|38.78\|35.90\|237948;2026-07-16\|34.66\|-3.94\|35.88\|37.13\|34.37\|253435;2026-07-17\|30.77\|-11.22\|34.08\|34.87\|30.30\|325431;2026-07-20\|27.48\|-10.69\|31.71\|32.02\|26.40\|396306;2026-07-21\|30.37\|10.52\|28.12\|30.37\|24.50\|447902;2026-07-22\|29.56\|-2.67\|30.39\|31.18\|29.24\|336420;2026-07-23\|29.61\|0.17\|29.80\|30.48\|28.96\|231126;2026-07-24\|28.91\|-2.36\|28.99\|29.82\|28.61\|208824;2026-07-27\|29.92\|3.49\|28.80\|29.98\|28.01\|208770;2026-07-28\|28.01\|-6.38\|29.66\|29.90\|27.78\|206174;2026-07-29\|27.30\|-2.53\|28.09\|28.23\|26.01\|263087;2026-07-30\|26.31\|-3.63\|27.04\|28.00\|25.55\|260558;2026-07-31\|27.12\|3.08\|29.33\|29.84\|27.09\|362122;2026-08-03\|26.28\|-3.10\|26.82\|27.24\|26.03\|264292;2026-08-04\|28.11\|6.96\|26.65\|28.36\|26.38\|289640;2026-08-05\|29.80\|6.01\|28.01\|30.15\|27.85\|331927;2026-08-06\|30.08\|0.94\|29.01\|30.56\|28.78\|292649;2026-08-07\|30.99\|3.03\|30.33\|31.16\|29.39\|307142;2026-08-10\|30.06\|-3.00\|30.99\|31.19\|29.50\|263899;2026-08-11\|29.98\|-0.27\|29.73\|30.61\|29.36\|184468;2026-08-12\|30.74\|2.54\|30.20\|31.06\|29.78\|203230;2026-08-13\|29.94\|-2.60\|31.48\|31.65\|29.88\|237553;2026-08-14\|30.60\|2.20\|30.79\|31.02\|29.84\|195578;2026-08-17\|32.70\|6.86\|30.61\|32.89\|30.54\|385812;2026-08-18\|32.19\|-1.56\|33.48\|33.70\|31.87\|331698;2026-08-19\|28.97\|-10.00\|31.16\|31.20\|28.74\|315934;2026-08-20\|29.25\|0.97\|29.49\|30.00\|28.93\|202186;2026-08-21\|29.42\|0.58\|29.01\|29.81\|28.62\|144662;2026-08-24\|28.68\|-2.52\|29.35\|29.60\|27.91\|176611;2026-08-25\|29.29\|2.13\|27.95\|29.53\|27.55\|157321;2026-08-26\|28.97\|-1.09\|29.56\|29.62\|28.22\|131278;2026-08-27\|32.36\|11.70\|29.55\|32.44\|29.55\|408475;2026-08-28\|30.55\|-5.59\|32.58\|32.60\|30.41\|451102;2026-08-31\|30.28\|-0.88\|30.00\|30.32\|29.38\|275288;2026-09-01\|29.29\|-3.27\|30.30\|30.33\|29.05\|204169;2026-09-02\|28.54\|-2.56\|28.69\|28.92\|28.30\|143417;2026-09-03\|28.12\|-1.47\|28.76\|29.00\|27.76\|168959;2026-09-04\|27.18\|-3.34\|28.68\|28.88\|26.94\|210925;2026-09-07\|28.02\|3.09\|27.72\|28.17\|27.72\|183542;2026-09-08\|28.12\|0.36\|27.85\|28.68\|27.70\|185917;2026-09-09\|27.81\|-1.10\|28.38\|28.65\|27.63\|139725;2026-09-10\|27.94\|0.47\|27.51\|28.49\|27.41\|154736;2026-09-11\|27.15\|-2.83\|27.38\|27.43\|26.40\|171099;2026-09-14\|27.07\|-0.29\|26.84\|27.32\|26.40\|107694;2026-09-15\|27.20\|0.48\|27.03\|27.68\|26.90\|111353;2026-09-16\|28.06\|3.16\|27.19\|28.14\|26.80\|151384;2026-09-17\|27.77\|-1.03\|27.99\|28.48\|27.53\|133645
112739	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：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.74\|-0.56\|66.50\|68.12\|65.50\|665414;2026-09-14\|66.33\|-2.08\|66.80\|67.37\|65.57\|458552;2026-09-15\|66.86\|0.80\|65.79\|67.90\|65.77\|525796;2026-09-16\|69.55\|4.02\|66.91\|69.80\|66.66\|825628;2026-09-17\|67.75\|-2.59\|69.00\|70.31\|67.65\|718750
112738	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%	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司拟建设200吨/年SOD及配套溶剂项目一期，产品用于存储芯片及先进制程逻辑芯片，预计2027年一季度末试生产	2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085;2026-07-13\|48.00\|-9.07\|51.00\|53.55\|47.72\|192350;2026-07-14\|50.25\|4.69\|48.66\|50.50\|47.06\|149451;2026-07-15\|49.24\|-2.01\|51.02\|51.56\|48.91\|118432;2026-07-16\|45.41\|-7.78\|48.05\|48.77\|44.78\|138044;2026-07-17\|42.62\|-6.14\|45.41\|45.68\|41.87\|143236;2026-07-20\|40.88\|-4.08\|45.00\|46.88\|39.07\|353039;2026-07-21\|43.02\|5.23\|41.70\|43.15\|36.79\|321838;2026-07-22\|41.65\|-3.18\|41.66\|43.79\|41.17\|220814;2026-07-23\|41.28\|-0.89\|42.00\|44.02\|40.88\|148137;2026-07-24\|40.00\|-3.10\|40.31\|41.60\|39.50\|133984;2026-07-27\|41.57\|3.92\|40.00\|41.99\|39.17\|124436;2026-07-28\|39.36\|-5.32\|41.13\|42.18\|39.05\|110449;2026-07-29\|38.00\|-3.46\|39.05\|39.36\|36.36\|154268;2026-07-30\|35.30\|-7.11\|37.75\|38.23\|34.47\|136718;2026-07-31\|35.65\|0.99\|37.90\|38.43\|35.59\|147424;2026-08-03\|33.99\|-4.66\|35.00\|35.83\|33.79\|127782;2026-08-04\|37.39\|10.00\|34.37\|37.39\|34.10\|140905;2026-08-05\|39.80\|6.45\|37.39\|40.28\|36.67\|222773;2026-08-06\|41.33\|3.84\|39.05\|41.65\|39.01\|183093;2026-08-07\|43.11\|4.31\|41.80\|43.53\|40.66\|189375;2026-08-10\|42.92\|-0.44\|43.24\|44.05\|41.88\|143272;2026-08-11\|42.54\|-0.89\|42.00\|43.50\|41.80\|106038;2026-08-12\|43.60\|2.49\|42.55\|44.05\|42.42\|113232;2026-08-13\|42.52\|-2.48\|44.03\|44.66\|42.48\|123474;2026-08-14\|44.22\|4.00\|43.17\|44.49\|42.60\|145331;2026-08-17\|45.97\|3.96\|44.60\|46.12\|44.28\|207046;2026-08-18\|46.50\|1.15\|46.01\|48.05\|45.90\|253252;2026-08-19\|43.40\|-6.67\|44.50\|46.90\|43.26\|207637;2026-08-20\|43.13\|-0.62\|44.11\|44.44\|42.58\|135629;2026-08-21\|43.16\|0.07\|43.19\|46.17\|43.00\|165406;2026-08-24\|41.41\|-4.05\|43.00\|43.09\|40.23\|159609;2026-08-25\|41.59\|0.43\|40.37\|42.33\|39.10\|133128;2026-08-26\|40.87\|-1.73\|41.85\|42.26\|40.23\|96657;2026-08-27\|44.96\|10.01\|40.85\|44.96\|40.85\|130904;2026-08-28\|46.41\|3.23\|46.00\|47.44\|45.14\|344981;2026-08-31\|45.66\|-1.62\|44.94\|45.90\|44.75\|195103;2026-09-01\|43.80\|-4.07\|45.66\|45.94\|43.61\|149555;2026-09-02\|42.81\|-2.26\|42.84\|44.06\|42.59\|140061;2026-09-03\|41.90\|-2.13\|43.58\|43.73\|41.20\|129841;2026-09-04\|39.49\|-5.75\|41.93\|42.58\|39.12\|144979;2026-09-07\|40.39\|2.28\|40.24\|40.94\|39.51\|121979;2026-09-08\|44.43\|10.00\|44.43\|44.43\|44.43\|41477;2026-09-09\|47.11\|6.03\|46.87\|48.87\|46.59\|556620;2026-09-10\|45.05\|-4.37\|46.35\|48.38\|44.45\|424349;2026-09-11\|49.56\|10.01\|43.69\|49.56\|43.69\|273283;2026-09-14\|49.96\|0.81\|50.78\|51.25\|47.20\|500051;2026-09-15\|53.17\|6.43\|49.56\|54.00\|48.22\|486874;2026-09-16\|52.37\|-1.50\|51.51\|55.06\|51.41\|446809;2026-09-17\|50.36\|-3.84\|51.53\|52.87\|50.15\|340190
112737	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
112736	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+氦气+稀混光刻气+HBM产业链行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月5日公司异常波动公告，俄罗斯联邦政府将氦气纳入需特别许可清单，公司6月采购许可尚在申请中，审批不确定性或导致相关气体原料供应受限及成本上升风险。 2、据2026年4月10日年报及2026年6月2日互动易，公司自主研发多款稀混光刻气，是国内唯一一家多款稀混光刻气同时通过荷兰ASML和日本GIGAPHOTON认证的气体企业，彰显顶尖技术研发能力。 3、据2026年6月2日互动易，公司深度布局HBM产业链，为其关键的TSV硅通孔工艺提供先进刻蚀气体；据财闻2026年6月9日报道，英伟达与SK海力士达成数千亿美元HBM供货协议，提振存储芯片及半导体材料链情绪。 4、据2026年4月10日年报，公司是率先打破极大规模集成电路等尖端领域气体材料进口制约的综合型气体厂商，产品包括高纯四氟化碳、稀混光刻气等，对国内8-12寸芯片厂覆盖率领先。	国内光刻气龙头；公司深度布局HBM产业链，为其关键的TSV工艺提供先进刻蚀气体	2026-05-14\|179.02\|3.79\|176.69\|197.00\|176.00\|114953;2026-05-15\|191.19\|6.80\|169.00\|197.98\|168.01\|113496;2026-05-18\|179.95\|-5.88\|181.00\|187.99\|174.02\|100678;2026-05-19\|176.44\|-1.95\|177.80\|187.85\|168.68\|84102;2026-05-20\|183.00\|3.72\|174.68\|190.60\|172.11\|116479;2026-05-21\|158.72\|-13.27\|184.60\|185.70\|158.00\|130968;2026-05-22\|163.88\|3.25\|157.00\|165.19\|153.07\|73068;2026-05-25\|157.93\|-3.63\|156.51\|161.79\|154.00\|83988;2026-05-26\|158.00\|0.04\|155.45\|161.85\|150.99\|84452;2026-05-27\|159.31\|0.83\|158.00\|167.80\|155.10\|81198;2026-05-28\|152.30\|-4.40\|155.02\|158.75\|150.18\|80129;2026-05-29\|143.10\|-6.04\|150.16\|152.30\|142.00\|99776;2026-06-01\|147.65\|3.18\|145.60\|159.60\|145.60\|90451;2026-06-02\|146.89\|-0.51\|147.65\|150.11\|142.50\|68759;2026-06-03\|176.27\|20.00\|145.81\|176.27\|145.14\|163726;2026-06-04\|203.60\|15.50\|183.18\|206.58\|183.00\|173000;2026-06-05\|196.70\|-3.39\|195.18\|208.00\|194.06\|139115;2026-06-08\|183.02\|-6.95\|184.89\|194.93\|179.01\|107533;2026-06-09\|189.33\|3.45\|192.00\|205.30\|181.80\|124274;2026-06-10\|190.68\|0.71\|188.00\|198.53\|179.82\|170954;2026-06-11\|228.82\|20.00\|185.18\|228.82\|185.18\|176095;2026-06-12\|188.50\|-17.62\|220.62\|222.80\|183.23\|189077;2026-06-15\|183.93\|-2.42\|178.00\|188.49\|161.00\|128718;2026-06-16\|184.77\|0.46\|186.15\|197.98\|184.70\|134991;2026-06-17\|187.35\|1.40\|179.41\|193.20\|175.01\|110943;2026-06-18\|188.36\|0.54\|181.06\|191.17\|175.75\|114434;2026-06-22\|219.06\|16.30\|194.00\|219.50\|192.13\|161482;2026-06-23\|249.09\|13.71\|234.16\|252.80\|213.00\|179162;2026-06-24\|237.53\|-4.64\|231.39\|248.00\|215.55\|158107;2026-06-25\|251.99\|6.09\|241.90\|259.90\|228.18\|130121;2026-06-26\|231.99\|-7.94\|246.86\|256.78\|222.22\|103763;2026-06-29\|252.00\|8.63\|245.40\|254.78\|230.00\|121228;2026-06-30\|267.50\|6.15\|247.50\|278.60\|232.08\|122826;2026-07-01\|277.95\|3.91\|256.00\|290.00\|256.00\|123648;2026-07-02\|249.00\|-10.42\|260.98\|275.50\|237.75\|99753;2026-07-03\|225.91\|-9.27\|246.66\|256.00\|225.00\|102175;2026-07-06\|212.20\|-6.07\|224.80\|230.00\|209.00\|81843;2026-07-07\|218.00\|2.73\|211.97\|220.99\|208.10\|74463;2026-07-08\|215.02\|-1.37\|215.00\|226.00\|209.00\|74007;2026-07-09\|229.21\|6.85\|220.00\|229.98\|207.53\|73842;2026-07-10\|195.22\|-14.83\|229.21\|233.33\|194.00\|106947;2026-07-13\|208.10\|6.60\|215.96\|226.98\|205.00\|114815;2026-07-14\|209.40\|0.62\|202.10\|215.52\|192.00\|86169;2026-07-15\|198.94\|-5.00\|209.42\|209.98\|194.44\|61094;2026-07-16\|182.84\|-8.09\|189.50\|197.70\|182.50\|61906;2026-07-17\|169.40\|-7.35\|180.00\|189.00\|168.00\|81774;2026-07-20\|146.90\|-13.28\|176.00\|179.50\|142.00\|109882;2026-07-21\|156.08\|6.25\|131.28\|156.13\|123.00\|151746;2026-07-22\|148.34\|-4.96\|148.18\|156.09\|147.55\|87775;2026-07-23\|146.26\|-1.40\|151.12\|154.54\|145.18\|53780;2026-07-24\|149.01\|1.88\|143.96\|156.39\|141.05\|78886;2026-07-27\|156.48\|5.01\|147.26\|157.60\|145.00\|88277;2026-07-28\|146.34\|-6.48\|156.40\|165.37\|145.01\|99737;2026-07-29\|139.45\|-4.71\|145.62\|148.34\|130.50\|99326;2026-07-30\|126.99\|-8.94\|139.00\|139.16\|126.43\|80334;2026-07-31\|126.85\|-0.11\|140.00\|141.24\|126.80\|86561;2026-08-03\|121.50\|-4.22\|127.00\|129.92\|121.06\|68949;2026-08-04\|128.30\|5.60\|122.55\|129.65\|120.16\|73916;2026-08-05\|139.00\|8.34\|128.00\|141.23\|127.80\|95612;2026-08-06\|151.10\|8.71\|134.99\|153.20\|134.96\|124349;2026-08-07\|155.60\|2.98\|148.72\|157.00\|146.10\|125795;2026-08-10\|155.55\|-0.03\|155.60\|157.57\|149.00\|94934;2026-08-11\|154.70\|-0.55\|154.10\|158.68\|151.00\|74834;2026-08-12\|155.55\|0.55\|154.33\|157.27\|152.57\|63166;2026-08-13\|150.10\|-3.50\|158.55\|159.55\|149.90\|74454;2026-08-14\|155.00\|3.26\|153.10\|158.88\|150.62\|73429;2026-08-17\|162.67\|4.95\|155.45\|162.87\|154.57\|82455;2026-08-18\|159.89\|-1.71\|163.96\|164.65\|157.11\|64811;2026-08-19\|145.02\|-9.30\|152.50\|157.85\|144.90\|69828;2026-08-20\|141.35\|-2.53\|148.68\|149.00\|139.70\|60846;2026-08-21\|145.20\|2.72\|141.11\|153.49\|140.58\|66893;2026-08-24\|142.75\|-1.69\|145.00\|146.87\|139.28\|49947;2026-08-25\|142.30\|-0.32\|139.50\|144.40\|134.51\|48036;2026-08-26\|144.00\|1.19\|143.52\|145.22\|140.00\|44272;2026-08-27\|148.28\|2.97\|144.00\|149.80\|140.18\|69849;2026-08-28\|144.20\|-2.75\|148.17\|151.59\|144.20\|56001;2026-08-31\|153.57\|6.50\|138.32\|155.00\|137.09\|85382;2026-09-01\|141.60\|-7.79\|152.22\|154.00\|137.00\|105357;2026-09-02\|137.56\|-2.85\|139.66\|141.60\|136.18\|48561;2026-09-03\|135.50\|-1.50\|135.50\|137.33\|131.31\|59239;2026-09-04\|129.86\|-4.16\|136.03\|139.20\|129.03\|49730;2026-09-07\|132.88\|2.33\|131.65\|133.77\|130.10\|36969;2026-09-08\|130.98\|-1.43\|137.80\|138.80\|130.00\|44850;2026-09-09\|130.70\|-0.21\|132.66\|135.52\|129.30\|39808;2026-09-10\|129.30\|-1.07\|130.44\|131.80\|127.85\|27108;2026-09-11\|127.55\|-1.35\|127.00\|130.00\|123.36\|38882;2026-09-14\|128.00\|0.35\|125.01\|128.80\|123.79\|26525;2026-09-15\|130.40\|1.88\|129.00\|132.56\|127.00\|34727;2026-09-16\|135.06\|3.57\|130.70\|135.65\|129.21\|41931;2026-09-17\|133.73\|-0.98\|134.08\|137.09\|132.80\|39068
112735	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%	先进封装+高纯石英砂+扭亏为盈行业原因：据招商证券5月25日研报指出，AI驱动2.5D/3D封装技术持续迭代，芯片性能提升的关键正加速向后道迁移。华为正式发表“韬定律”，对逻辑折叠、3D折叠的商业化验证对先进封装形成强劲的新增量，持续推动产业链在超细间距混合键合等高壁垒工艺上的技术突破与产能布局。公司原因： 1、据2025年6月3日投资者关系活动记录表，公司产品主要定位于未来的先进封装技术，包括2.5D、3D封装，以及面向人工智能应用的芯片制造所需的特殊设备，代表产品已投放市场。 2、据2025年年度报告，公司已具备生产4N8级高纯石英砂的能力，在半导体领域可用于制造石英坨、石英管等关键石英制品，并已获得下游部分客户认可。 3、据2026年5月18日业绩说明会及2026年4月28日一季报，公司2026年第一季度实现归母净利润377万元，同比扭亏为盈。	控股股东广东星空科技装备有限公司聚焦2.5D/3D先进封装及AI芯片制造设备	2026-05-14\|55.50\|-1.10\|56.12\|57.42\|54.05\|112089;2026-05-15\|56.27\|1.39\|56.02\|57.13\|54.84\|81724;2026-05-18\|56.93\|1.17\|57.50\|58.29\|56.50\|72099;2026-05-19\|54.93\|-3.51\|56.40\|57.12\|54.40\|75254;2026-05-20\|58.62\|6.72\|54.39\|60.29\|54.21\|143973;2026-05-21\|54.95\|-6.26\|58.63\|58.63\|54.70\|104580;2026-05-22\|55.66\|1.29\|55.77\|56.50\|54.82\|68094;2026-05-25\|56.70\|1.87\|56.28\|57.77\|54.22\|89687;2026-05-26\|56.12\|-1.02\|56.55\|58.06\|54.99\|81401;2026-05-27\|54.05\|-3.69\|55.79\|56.86\|53.90\|78657;2026-05-28\|54.40\|0.65\|53.12\|55.10\|52.72\|73560;2026-05-29\|50.61\|-6.97\|53.96\|54.40\|50.00\|85814;2026-06-01\|50.68\|0.14\|50.50\|52.33\|50.40\|59620;2026-06-02\|49.90\|-1.54\|50.50\|51.50\|49.80\|55570;2026-06-03\|54.89\|10.00\|49.86\|54.89\|49.00\|155914;2026-06-04\|53.43\|-2.66\|55.13\|55.18\|53.21\|100675;2026-06-05\|52.99\|-0.82\|53.46\|54.96\|52.18\|80005;2026-06-08\|48.85\|-7.81\|51.00\|52.11\|48.50\|88731;2026-06-09\|49.69\|1.72\|49.70\|50.73\|49.00\|69326;2026-06-10\|48.24\|-2.92\|49.07\|49.58\|47.40\|64956;2026-06-11\|47.82\|-0.87\|47.49\|48.99\|47.30\|48844;2026-06-12\|47.71\|-0.23\|48.59\|49.30\|47.53\|68813;2026-06-15\|50.09\|4.99\|48.03\|50.63\|47.82\|73571;2026-06-16\|47.97\|-4.23\|49.72\|49.86\|47.51\|72950;2026-06-17\|46.30\|-3.48\|47.58\|47.70\|45.37\|76942;2026-06-18\|49.30\|6.48\|46.05\|50.93\|46.05\|149319;2026-06-22\|50.17\|1.76\|48.88\|50.20\|47.40\|129867;2026-06-23\|49.92\|-0.50\|49.30\|51.48\|48.86\|100915;2026-06-24\|50.06\|0.28\|49.42\|50.99\|47.00\|99437;2026-06-25\|48.11\|-3.90\|49.98\|50.28\|47.55\|88514;2026-06-26\|46.71\|-2.91\|47.94\|48.65\|46.49\|67728;2026-06-29\|45.22\|-3.19\|46.73\|46.99\|44.20\|79283;2026-06-30\|47.38\|4.78\|44.88\|48.23\|44.48\|78258;2026-07-01\|46.97\|-0.87\|46.73\|47.85\|45.63\|69219;2026-07-02\|44.38\|-5.51\|46.21\|47.26\|44.35\|62341;2026-07-03\|44.69\|0.70\|44.37\|46.94\|44.15\|73049;2026-07-06\|41.92\|-6.20\|44.67\|44.67\|41.90\|59294;2026-07-07\|41.00\|-2.19\|41.90\|42.55\|40.69\|41355;2026-07-08\|39.75\|-3.05\|41.05\|41.80\|39.48\|40151;2026-07-09\|39.69\|-0.15\|39.85\|40.69\|38.98\|43625;2026-07-10\|39.07\|-1.56\|39.40\|40.38\|39.05\|42940;2026-07-13\|36.75\|-5.94\|39.00\|39.05\|36.55\|63091;2026-07-14\|36.87\|0.33\|36.74\|37.28\|35.30\|52663;2026-07-15\|36.20\|-1.82\|37.87\|38.47\|36.16\|47915;2026-07-16\|35.73\|-1.30\|36.18\|37.10\|35.35\|38470;2026-07-17\|33.00\|-7.64\|35.73\|36.52\|32.90\|60739;2026-07-20\|30.74\|-6.85\|33.21\|33.62\|29.88\|80010;2026-07-21\|32.15\|4.59\|30.66\|32.16\|27.98\|99838;2026-07-22\|32.62\|1.46\|31.70\|34.34\|31.52\|78520;2026-07-23\|33.11\|1.50\|32.53\|33.54\|32.38\|35004;2026-07-24\|32.90\|-0.63\|32.68\|33.35\|32.35\|33280;2026-07-27\|35.11\|6.72\|32.92\|35.15\|32.68\|59390;2026-07-28\|35.30\|0.54\|36.03\|37.33\|35.13\|68029;2026-07-29\|33.26\|-5.78\|35.57\|35.72\|32.68\|66325;2026-07-30\|31.15\|-6.34\|32.94\|33.38\|31.15\|54475;2026-07-31\|31.69\|1.73\|32.59\|32.77\|31.56\|46230;2026-08-03\|31.25\|-1.39\|31.36\|32.22\|30.96\|48376;2026-08-04\|33.18\|6.18\|31.40\|33.39\|30.70\|61848;2026-08-05\|34.57\|4.19\|33.20\|35.11\|33.00\|54616;2026-08-06\|34.67\|0.29\|34.42\|34.95\|33.97\|38885;2026-08-07\|35.68\|2.91\|34.66\|35.75\|33.57\|44735;2026-08-10\|34.88\|-2.24\|35.50\|35.80\|34.25\|35808;2026-08-11\|34.71\|-0.49\|34.58\|35.39\|33.92\|30060;2026-08-12\|35.98\|3.66\|35.00\|37.07\|34.74\|55278;2026-08-13\|34.60\|-3.84\|36.04\|36.15\|34.55\|42731;2026-08-14\|35.20\|1.73\|34.60\|35.51\|34.60\|29336;2026-08-17\|35.80\|1.70\|35.03\|35.92\|34.71\|29761;2026-08-18\|35.18\|-1.73\|35.92\|35.92\|34.88\|29440;2026-08-19\|32.98\|-6.25\|34.74\|34.80\|32.85\|36409;2026-08-20\|33.69\|2.15\|33.50\|33.86\|33.00\|24618;2026-08-21\|33.70\|0.03\|33.12\|34.10\|32.61\|26150;2026-08-24\|32.80\|-2.67\|33.61\|33.80\|32.11\|30182;2026-08-25\|32.82\|0.06\|32.30\|32.98\|32.05\|24011;2026-08-26\|33.15\|1.01\|33.00\|33.68\|32.52\|23646;2026-08-27\|34.22\|3.23\|33.01\|34.75\|32.95\|35567;2026-08-28\|33.71\|-1.49\|34.06\|34.60\|33.55\|29152;2026-08-31\|34.98\|3.77\|33.09\|35.18\|33.03\|44301;2026-09-01\|33.54\|-4.12\|34.80\|34.84\|33.40\|32464;2026-09-02\|33.99\|1.34\|33.09\|34.43\|32.71\|36123;2026-09-03\|34.60\|1.79\|34.19\|35.10\|34.19\|31627;2026-09-04\|33.51\|-3.15\|34.99\|35.25\|33.24\|28761;2026-09-07\|33.42\|-0.27\|33.66\|33.80\|33.30\|21208;2026-09-08\|33.08\|-1.02\|33.45\|33.53\|32.91\|26300;2026-09-09\|33.00\|-0.24\|33.08\|33.55\|32.82\|20701;2026-09-10\|32.50\|-1.52\|32.71\|33.19\|32.00\|22497;2026-09-11\|31.84\|-2.03\|32.19\|32.31\|30.94\|27721;2026-09-14\|35.02\|9.99\|31.85\|35.02\|31.60\|58684;2026-09-15\|35.47\|1.28\|35.37\|35.98\|34.28\|84441;2026-09-16\|36.19\|2.03\|35.69\|36.56\|34.85\|67367;2026-09-17\|34.53\|-4.59\|36.01\|36.12\|34.52\|60536
112734	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%	CPO封装+AMD产业链+存储芯片封测行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年4月28日机构调研，公司在光电合封CPO领域的技术研发取得阶段性进展，研发产品已通过可靠性测试，已进入量产导入阶段。 2、据2026年6月2日公告，公司始终是AMD最主要的封测供应商，承接其所需多数封测服务，与AMD形成合资+合作模式，深度锁定AMD供应链并占据其封测订单大部分份额。 3、据2026年4月30日公告，公司2026年第一季度营收74.82亿元，同比增长22.80%；归母净利润3.29亿元，同比增长224.55%；据2026年6月2日公告，公司拟募资投向存储芯片封测产能提升等项目，建成后年新增存储芯片封测产能84.96万片。	公司是国内第二、全球第四的封测巨头，掌握多种先进封测技术，为 AMD 等国际巨头及华为海思、寒武纪等国内芯片企业提供封测服务	2026-05-14\|57.40\|-5.69\|60.93\|61.20\|57.39\|1301482;2026-05-15\|57.02\|-0.66\|58.00\|60.12\|55.24\|1583131;2026-05-18\|58.07\|1.84\|57.60\|60.11\|57.06\|1347766;2026-05-19\|58.86\|1.36\|56.88\|59.16\|55.01\|1382120;2026-05-20\|62.28\|5.81\|58.58\|63.84\|58.55\|1986892;2026-05-21\|61.76\|-0.83\|64.00\|66.88\|61.41\|2396680;2026-05-22\|63.44\|2.72\|61.81\|64.34\|60.13\|2008252;2026-05-25\|69.78\|9.99\|64.27\|69.78\|62.80\|2279397;2026-05-26\|75.39\|8.04\|73.02\|76.76\|69.93\|3391041;2026-05-27\|71.52\|-5.13\|72.97\|78.56\|71.43\|2834964;2026-05-28\|69.30\|-3.00\|69.50\|70.88\|67.60\|1960697;2026-05-29\|66.00\|-4.76\|70.11\|70.90\|64.63\|1939852;2026-06-01\|61.39\|-6.98\|65.00\|66.00\|60.96\|1587863;2026-06-02\|63.84\|3.99\|61.39\|64.69\|59.40\|1629981;2026-06-03\|70.22\|9.99\|67.69\|70.22\|66.18\|1765025;2026-06-04\|71.10\|1.25\|70.01\|72.50\|69.20\|2026092;2026-06-05\|66.84\|-5.99\|70.80\|71.01\|66.37\|1479879;2026-06-08\|62.26\|-6.85\|63.00\|64.58\|61.08\|1215682;2026-06-09\|64.43\|3.49\|63.88\|64.80\|61.76\|1280265;2026-06-10\|61.44\|-4.64\|62.00\|63.67\|60.16\|1119729;2026-06-11\|60.09\|-2.20\|60.99\|61.49\|59.23\|918141;2026-06-12\|57.22\|-4.78\|62.69\|62.96\|57.08\|1455416;2026-06-15\|61.54\|7.55\|58.66\|61.58\|56.68\|1255444;2026-06-16\|62.93\|2.26\|62.41\|63.50\|61.74\|1247424;2026-06-17\|67.22\|6.82\|62.72\|69.00\|62.01\|1794717;2026-06-18\|68.27\|1.56\|66.99\|69.35\|66.39\|1633418;2026-06-22\|71.25\|4.37\|69.70\|72.12\|67.73\|2052169;2026-06-23\|68.42\|-3.97\|70.00\|71.30\|67.08\|1425356;2026-06-24\|74.64\|9.09\|69.01\|74.83\|68.20\|2015970;2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.71\|1.08\|84.10\|84.70\|75.80\|2935399;2026-07-16\|75.95\|-3.51\|70.85\|80.80\|70.84\|2405075;2026-07-17\|68.36\|-9.99\|74.97\|75.94\|68.36\|1980891;2026-07-20\|63.00\|-7.84\|70.02\|72.00\|61.53\|2006377;2026-07-21\|69.30\|10.00\|64.26\|69.30\|57.00\|2092912;2026-07-22\|74.90\|8.08\|71.71\|76.23\|70.88\|2478838;2026-07-23\|69.82\|-6.78\|75.99\|76.78\|69.30\|2057105;2026-07-24\|76.64\|9.77\|68.03\|76.80\|68.03\|2634097;2026-07-27\|76.67\|0.04\|72.88\|76.70\|71.00\|2321116;2026-07-28\|69.00\|-10.00\|72.07\|73.85\|69.00\|1917010;2026-07-29\|62.10\|-10.00\|65.88\|66.50\|62.10\|1981737;2026-07-30\|55.89\|-10.00\|61.07\|61.43\|55.89\|1610228;2026-07-31\|56.73\|1.50\|59.00\|60.48\|56.65\|1827441;2026-08-03\|51.34\|-9.50\|55.06\|55.60\|51.23\|1615123;2026-08-04\|55.60\|8.30\|52.84\|55.93\|51.66\|1426086;2026-08-05\|58.00\|4.32\|54.01\|59.45\|54.01\|1657493;2026-08-06\|60.96\|5.10\|56.01\|62.81\|56.01\|1590682;2026-08-07\|64.72\|6.17\|60.94\|65.78\|59.86\|1627249;2026-08-10\|63.20\|-2.35\|64.73\|64.83\|62.00\|1023891;2026-08-11\|62.06\|-1.80\|62.49\|64.30\|61.80\|866147;2026-08-12\|62.86\|1.29\|62.91\|64.11\|61.82\|724024;2026-08-13\|62.22\|-1.02\|63.82\|64.61\|62.10\|923791;2026-08-14\|62.96\|1.19\|63.02\|63.43\|61.21\|707119;2026-08-17\|69.26\|10.01\|63.41\|69.26\|63.40\|1476243;2026-08-18\|70.66\|2.02\|71.20\|72.56\|69.28\|1837548;2026-08-19\|63.59\|-10.01\|69.00\|69.89\|63.59\|1499212;2026-08-20\|63.15\|-0.69\|63.70\|65.14\|61.45\|1228769;2026-08-21\|63.88\|1.16\|63.82\|65.92\|63.01\|969051;2026-08-24\|61.24\|-4.13\|63.08\|63.58\|59.57\|913474;2026-08-25\|60.90\|-0.56\|60.00\|62.06\|59.33\|635927;2026-08-26\|61.25\|0.57\|61.97\|62.70\|60.39\|624204;2026-08-27\|63.73\|4.05\|61.88\|63.87\|61.14\|865630;2026-08-28\|63.75\|0.03\|63.40\|65.90\|63.24\|917805;2026-08-31\|64.56\|1.27\|61.42\|64.62\|61.40\|789871;2026-09-01\|61.38\|-4.93\|64.59\|64.60\|61.30\|795386;2026-09-02\|59.70\|-2.74\|60.12\|60.79\|59.54\|541340;2026-09-03\|59.53\|-0.28\|60.60\|60.80\|58.85\|455030;2026-09-04\|56.87\|-4.47\|59.97\|60.66\|56.38\|821644;2026-09-07\|59.15\|4.01\|57.88\|59.88\|57.65\|663525;2026-09-08\|58.32\|-1.40\|59.15\|60.04\|57.97\|611965;2026-09-09\|58.35\|0.05\|59.22\|59.80\|57.87\|475746;2026-09-10\|58.34\|-0.02\|57.65\|59.23\|57.51\|414215;2026-09-11\|58.00\|-0.58\|57.01\|58.40\|56.22\|550131;2026-09-14\|56.78\|-2.10\|57.30\|57.88\|56.33\|373743;2026-09-15\|57.31\|0.93\|56.77\|58.58\|56.45\|421207;2026-09-16\|59.21\|3.32\|57.38\|59.75\|56.91\|677355;2026-09-17\|58.31\|-1.52\|58.80\|59.54\|58.17\|526469
112733	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%	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|70.99\|-4.04\|74.09\|75.00\|70.07\|143246;2026-07-14\|72.79\|2.54\|71.99\|73.20\|69.95\|105840;2026-07-15\|68.61\|-5.74\|73.04\|74.48\|68.18\|104631;2026-07-16\|63.50\|-7.45\|68.94\|69.02\|62.86\|140468;2026-07-17\|41.81\|-7.68\|45.01\|46.33\|41.81\|158564;2026-07-20\|38.18\|-8.68\|42.59\|43.56\|37.63\|262214;2026-07-21\|42.00\|10.01\|39.33\|42.00\|37.01\|193421;2026-07-22\|42.06\|0.14\|42.90\|44.75\|41.34\|273793;2026-07-23\|41.04\|-2.43\|42.85\|43.36\|40.60\|192057;2026-07-24\|38.70\|-5.70\|40.50\|40.98\|38.56\|167253;2026-07-27\|40.66\|5.06\|39.03\|40.80\|37.80\|141409;2026-07-28\|37.99\|-6.57\|39.89\|41.30\|37.65\|140482;2026-07-29\|37.00\|-2.61\|38.33\|38.33\|35.45\|164065;2026-07-30\|33.67\|-9.00\|37.03\|37.42\|33.52\|195984;2026-07-31\|33.70\|0.09\|36.37\|36.56\|33.50\|176744;2026-08-03\|31.96\|-5.16\|33.49\|34.26\|31.50\|204172;2026-08-04\|33.87\|5.98\|32.44\|34.17\|31.59\|190667;2026-08-05\|37.26\|10.01\|33.87\|37.26\|33.62\|161042;2026-08-06\|39.31\|5.50\|37.27\|39.63\|37.00\|437937;2026-08-07\|40.12\|2.06\|39.12\|40.68\|37.80\|382430;2026-08-10\|40.69\|1.42\|40.66\|41.47\|39.24\|294191;2026-08-11\|40.45\|-0.59\|40.05\|41.80\|39.68\|223892;2026-08-12\|41.31\|2.13\|40.60\|41.70\|40.23\|210814;2026-08-13\|39.86\|-3.51\|41.84\|42.31\|39.70\|253224;2026-08-14\|42.08\|5.57\|39.91\|42.98\|39.72\|356754;2026-08-17\|44.66\|6.13\|43.85\|44.70\|41.73\|445270;2026-08-18\|45.87\|2.71\|44.67\|48.08\|44.42\|462782;2026-08-19\|41.28\|-10.01\|44.00\|46.37\|41.28\|350045;2026-08-20\|40.76\|-1.26\|41.97\|42.47\|40.30\|297829;2026-08-21\|43.11\|5.77\|40.60\|43.52\|39.90\|259528;2026-08-24\|41.61\|-3.48\|43.30\|43.80\|40.13\|325287;2026-08-25\|41.20\|-0.99\|41.31\|42.50\|39.82\|218636;2026-08-26\|41.18\|-0.05\|41.44\|41.96\|40.13\|174382;2026-08-27\|44.16\|7.24\|41.42\|44.37\|40.81\|301355;2026-08-28\|43.35\|-1.83\|44.99\|45.73\|43.24\|234668;2026-08-31\|43.82\|1.08\|42.49\|44.00\|41.58\|202566;2026-09-01\|41.76\|-4.70\|43.53\|43.90\|41.01\|214331;2026-09-02\|40.98\|-1.87\|41.00\|41.77\|40.73\|133499;2026-09-03\|40.41\|-1.39\|41.50\|41.50\|39.93\|154144;2026-09-04\|38.20\|-5.47\|40.80\|41.77\|37.95\|224282;2026-09-07\|40.11\|5.00\|38.69\|40.39\|38.26\|176420;2026-09-08\|39.11\|-2.49\|39.92\|40.39\|38.94\|125998;2026-09-09\|41.93\|7.21\|39.51\|43.02\|39.32\|428173;2026-09-10\|43.18\|2.98\|41.75\|43.95\|39.75\|422122;2026-09-11\|41.54\|-3.80\|42.51\|42.85\|40.59\|269152;2026-09-14\|43.62\|5.01\|40.86\|44.11\|40.10\|281603;2026-09-15\|43.43\|-0.44\|43.60\|44.78\|43.16\|215101;2026-09-16\|44.85\|3.27\|43.79\|45.41\|42.74\|237581;2026-09-17\|43.62\|-2.74\|44.50\|45.02\|43.58\|221253
112732	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%	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|598087;2026-07-14\|9.74\|-9.98\|9.74\|9.80\|9.74\|144401;2026-07-15\|8.77\|-9.96\|9.17\|9.50\|8.77\|819036;2026-07-16\|8.15\|-7.07\|8.43\|8.74\|8.08\|678243;2026-07-17\|7.34\|-9.94\|8.08\|8.15\|7.34\|562611;2026-07-20\|6.90\|-5.99\|7.47\|7.49\|6.69\|528169;2026-07-21\|7.24\|4.93\|7.00\|7.25\|6.48\|527530;2026-07-22\|6.87\|-5.11\|7.08\|7.27\|6.80\|407319;2026-07-23\|6.94\|1.02\|6.82\|6.94\|6.75\|267254;2026-07-24\|6.70\|-3.46\|6.85\|6.87\|6.62\|237477;2026-07-27\|6.95\|3.73\|6.70\|6.96\|6.63\|282456;2026-07-28\|7.10\|2.16\|6.85\|7.35\|6.82\|419868;2026-07-29\|7.14\|0.56\|7.07\|7.15\|6.89\|274320;2026-07-30\|7.09\|-0.70\|7.05\|7.18\|6.90\|252138;2026-07-31\|7.31\|3.10\|7.28\|7.61\|7.24\|477377;2026-08-03\|7.47\|2.19\|7.26\|7.48\|7.16\|360851;2026-08-04\|7.66\|2.54\|7.49\|7.71\|7.43\|323736;2026-08-05\|7.88\|2.87\|7.59\|8.03\|7.58\|408368;2026-08-06\|7.88\|0.00\|7.81\|7.96\|7.72\|298528;2026-08-07\|8.02\|1.78\|7.87\|8.07\|7.79\|317106;2026-08-10\|8.03\|0.12\|8.07\|8.11\|7.80\|243161;2026-08-11\|7.93\|-1.25\|7.95\|8.05\|7.87\|216174;2026-08-12\|8.05\|1.51\|7.95\|8.05\|7.90\|191161;2026-08-13\|7.92\|-1.61\|8.23\|8.30\|7.91\|224066;2026-08-14\|7.96\|0.51\|7.95\|8.00\|7.79\|187396;2026-08-17\|8.08\|1.51\|7.98\|8.08\|7.84\|181621;2026-08-18\|8.16\|0.99\|8.09\|8.17\|8.00\|227157;2026-08-19\|7.68\|-5.88\|8.05\|8.05\|7.59\|273703;2026-08-20\|7.60\|-1.04\|7.73\|7.77\|7.48\|185090;2026-08-21\|7.60\|0.00\|7.50\|7.70\|7.32\|141618;2026-08-24\|7.45\|-1.97\|7.60\|7.60\|7.29\|167307;2026-08-25\|7.60\|2.01\|7.32\|7.61\|7.27\|154267;2026-08-26\|7.57\|-0.39\|7.61\|7.62\|7.44\|117748;2026-08-27\|7.66\|1.19\|7.53\|7.68\|7.51\|110291;2026-08-28\|7.70\|0.52\|7.75\|7.90\|7.67\|181867;2026-08-31\|7.85\|1.95\|7.65\|7.86\|7.56\|149314;2026-09-01\|7.92\|0.89\|7.88\|8.01\|7.81\|164824;2026-09-02\|7.81\|-1.39\|7.83\|7.86\|7.75\|100377;2026-09-03\|7.80\|-0.13\|7.82\|7.90\|7.71\|114168;2026-09-04\|7.69\|-1.41\|7.83\|7.92\|7.62\|149257;2026-09-07\|7.80\|1.43\|7.64\|7.88\|7.64\|134771;2026-09-08\|7.78\|-0.26\|7.75\|7.91\|7.74\|131741;2026-09-09\|7.66\|-1.54\|7.76\|7.81\|7.62\|113779;2026-09-10\|7.56\|-1.31\|7.58\|7.64\|7.49\|92795;2026-09-11\|7.46\|-1.32\|7.47\|7.54\|7.31\|102062;2026-09-14\|7.54\|1.07\|7.43\|7.60\|7.37\|83101;2026-09-15\|7.45\|-1.19\|7.47\|7.57\|7.40\|75238;2026-09-16\|8.20\|10.07\|7.44\|8.20\|7.37\|644652;2026-09-17\|8.55\|4.27\|8.48\|9.02\|8.47\|1342975
112731	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+园林工程+文体旅行业原因： 1、6月15日，美伊达成和平协议提升市场偏好，日韩股市大涨，存储板块领涨，铠侠涨超10%，SK海力士、三星电子涨超5%。 2、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，强化AI存储高景气预期。公司原因： 1、据2026年1月14日互动易，公司参股的华澜微系国产数据存储领域部件提供商，其阵列存储产品主要针对数据中心、高性能计算/AI存储系统架构的硬件解决方案；据2025年年度报告，公司持有华澜微6.4969%股份。 2、据2026年6月4日异常波动公告，公司股票于2026年6月1日至3日连续三个交易日收盘价格涨幅偏离值累计超过20%；经自查，公司目前生产经营正常，不存在应披露而未披露的重大事项。 3、据2025年年度报告，公司秉持“建设美丽中国·锦绣美好生活”双引擎驱动战略，主营市政园林建设的同时，大力聚焦和发展文体旅产业，并以芸合科技为核心平台培育科技业务作为第二增长曲线。	1、公司拟以约1.12亿元收购杭州华澜微电子6.4969%股权，切入固态存储主控芯片及模组赛道； 2、公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-05-14\|25.46\|-1.43\|25.74\|26.44\|25.00\|62013;2026-05-15\|25.95\|1.92\|25.38\|26.83\|25.27\|65934;2026-05-18\|28.55\|10.02\|25.94\|28.55\|25.94\|48048;2026-05-19\|27.28\|-4.45\|28.55\|28.80\|26.69\|116982;2026-05-20\|27.51\|0.84\|26.68\|29.20\|25.90\|95751;2026-05-21\|29.60\|7.60\|27.24\|30.26\|27.24\|155199;2026-05-22\|31.90\|7.77\|28.61\|32.29\|28.61\|150499;2026-05-25\|34.42\|7.90\|31.90\|35.09\|31.38\|225112;2026-05-26\|30.98\|-9.99\|33.82\|33.82\|30.98\|68352;2026-05-27\|27.88\|-10.01\|27.88\|28.87\|27.88\|33433;2026-05-28\|25.09\|-10.01\|25.09\|25.28\|25.09\|33266;2026-05-29\|24.51\|-2.31\|23.38\|25.50\|23.02\|148945;2026-06-01\|26.02\|6.16\|24.99\|26.68\|24.75\|118658;2026-06-02\|26.91\|3.42\|25.76\|27.89\|25.75\|107146;2026-06-03\|29.60\|10.00\|26.88\|29.60\|26.88\|97173;2026-06-04\|29.02\|-1.96\|29.31\|30.42\|28.60\|120571;2026-06-05\|28.65\|-1.27\|29.02\|29.38\|28.16\|75543;2026-06-08\|27.32\|-4.64\|27.13\|28.49\|26.82\|62708;2026-06-09\|27.12\|-0.73\|27.50\|28.30\|26.53\|58472;2026-06-10\|26.77\|-1.29\|26.85\|27.30\|25.98\|59400;2026-06-11\|27.85\|4.03\|26.51\|27.99\|26.48\|58915;2026-06-12\|27.30\|-1.97\|28.44\|28.67\|27.06\|60738;2026-06-15\|30.03\|10.00\|27.92\|30.03\|27.79\|46237;2026-06-16\|31.47\|4.80\|30.93\|32.05\|29.54\|101507;2026-06-17\|31.49\|0.06\|31.33\|31.81\|30.48\|67043;2026-06-18\|31.73\|0.76\|31.63\|32.04\|31.00\|53021;2026-06-22\|31.24\|-1.54\|31.53\|32.53\|30.55\|48235;2026-06-23\|28.12\|-9.99\|28.12\|28.50\|28.12\|14320;2026-06-24\|25.31\|-9.99\|25.31\|25.31\|25.31\|10087;2026-06-25\|25.87\|2.21\|24.68\|27.75\|24.68\|128477;2026-06-26\|25.15\|-2.78\|25.70\|26.45\|25.00\|74448;2026-06-29\|24.10\|-4.17\|26.14\|26.14\|23.79\|81690;2026-06-30\|22.85\|-5.19\|25.00\|25.00\|22.57\|84276;2026-07-01\|22.85\|0.00\|22.85\|23.96\|21.90\|82992;2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.32\|-3.75\|22.12\|22.20\|21.22\|38884;2026-07-16\|20.55\|-3.61\|21.00\|21.41\|20.46\|35815;2026-07-17\|18.80\|-8.52\|20.90\|20.90\|18.58\|50944;2026-07-20\|17.51\|-6.86\|19.27\|20.18\|17.26\|60706;2026-07-21\|18.85\|7.65\|17.50\|18.85\|15.78\|73481;2026-07-22\|18.51\|-1.80\|19.11\|19.46\|18.32\|36549;2026-07-23\|18.77\|1.40\|18.50\|19.08\|18.28\|26899;2026-07-24\|18.90\|0.69\|18.56\|19.47\|18.37\|36707;2026-07-27\|19.74\|4.44\|18.70\|19.93\|18.56\|35385;2026-07-28\|19.63\|-0.56\|19.50\|20.44\|19.35\|37458;2026-07-29\|18.58\|-5.35\|19.29\|19.62\|17.92\|46547;2026-07-30\|17.30\|-6.89\|18.41\|18.75\|17.29\|32782;2026-07-31\|18.67\|7.92\|18.44\|19.03\|18.00\|55339;2026-08-03\|19.16\|2.62\|18.49\|19.89\|18.48\|45318;2026-08-04\|21.08\|10.02\|19.24\|21.08\|18.88\|37673;2026-08-05\|21.21\|0.62\|21.68\|21.89\|20.81\|56651;2026-08-06\|21.15\|-0.28\|21.10\|21.35\|20.72\|28459;2026-08-07\|21.66\|2.41\|20.93\|21.80\|20.49\|36811;2026-08-10\|21.34\|-1.48\|21.74\|22.06\|21.08\|32829;2026-08-11\|21.42\|0.37\|21.23\|21.67\|20.68\|31392;2026-08-12\|21.57\|0.70\|21.61\|21.90\|21.30\|29329;2026-08-13\|21.75\|0.83\|21.90\|23.46\|21.66\|55529;2026-08-14\|21.42\|-1.52\|22.00\|22.07\|21.00\|30682;2026-08-17\|22.12\|3.27\|21.43\|22.28\|21.08\|28157;2026-08-18\|22.23\|0.50\|22.12\|22.48\|21.80\|23235;2026-08-19\|20.47\|-7.92\|21.80\|22.00\|20.34\|31861;2026-08-20\|20.70\|1.12\|20.67\|20.90\|20.39\|17703;2026-08-21\|20.59\|-0.53\|20.90\|20.98\|20.12\|19201;2026-08-24\|20.77\|0.87\|20.58\|20.91\|20.08\|28544;2026-08-25\|22.85\|10.01\|21.28\|22.85\|20.80\|36822;2026-08-26\|22.51\|-1.49\|25.14\|25.14\|22.39\|125850;2026-08-27\|23.31\|3.55\|22.44\|23.36\|22.08\|89810;2026-08-28\|23.43\|0.51\|23.28\|24.00\|23.00\|61099;2026-08-31\|24.55\|4.78\|22.90\|24.78\|22.90\|56240;2026-09-01\|24.62\|0.29\|24.78\|25.50\|24.43\|40707;2026-09-02\|25.01\|1.58\|24.38\|25.55\|24.15\|44242;2026-09-03\|24.83\|-0.72\|24.97\|25.45\|24.72\|28901;2026-09-04\|24.76\|-0.28\|24.78\|25.65\|24.49\|38606;2026-09-07\|25.43\|2.71\|24.95\|25.49\|24.95\|24723;2026-09-08\|25.20\|-0.90\|25.44\|25.64\|25.03\|22642;2026-09-09\|24.75\|-1.79\|25.40\|25.58\|24.35\|25656;2026-09-10\|24.17\|-2.34\|24.56\|24.56\|23.29\|38118;2026-09-11\|23.68\|-2.03\|23.38\|24.17\|23.01\|25375
112730	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%	光刻胶+半导体清洗+季铵化合物行业原因： 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2025年5月13日互动易，公司开发的光刻胶显影液产品已实现批量生产；今日光刻胶板块短线拉升，市场关注公司在该领域的业务布局。 2、据2025年6月13日互动易，公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用。 3、据2026年5月21日投资者关系活动记录表，公司主营季铵盐、季铵碱、季鏻盐、冠醚等催化新材料，为国家级专精特新“小巨人”企业，产品应用于电子化学品等领域。	1、公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用； 2、公司正在从事的主要研发项目包含环氧丙烷类催化剂的工艺开发，光刻胶显影液、刻蚀液已实现批量生产，四乙基氢氧化铵已在半导体清洗领域实现市场化应用	2026-05-14\|52.38\|7.20\|50.62\|53.75\|50.62\|81528;2026-05-15\|53.29\|1.74\|52.89\|55.00\|51.98\|65451;2026-05-18\|53.28\|-0.02\|52.50\|55.86\|51.00\|48358;2026-05-19\|55.96\|5.03\|53.18\|56.67\|52.31\|51329;2026-05-20\|55.31\|-1.16\|55.24\|56.49\|54.00\|52975;2026-05-21\|51.99\|-6.00\|54.45\|56.53\|51.49\|39790;2026-05-22\|55.22\|6.21\|52.18\|55.60\|51.33\|39211;2026-05-25\|54.15\|-1.94\|55.63\|56.00\|52.76\|33882;2026-05-26\|52.30\|-3.42\|53.63\|53.96\|51.81\|25006;2026-05-27\|51.24\|-2.03\|52.00\|55.00\|50.83\|31587;2026-05-28\|51.32\|0.16\|51.00\|51.67\|48.83\|29622;2026-05-29\|47.57\|-7.31\|51.01\|51.46\|46.60\|25312;2026-06-01\|46.80\|-1.62\|46.76\|48.96\|46.76\|18313;2026-06-02\|47.49\|1.47\|46.80\|47.70\|44.86\|19648;2026-06-03\|52.24\|10.00\|47.81\|52.24\|47.81\|9746;2026-06-04\|55.86\|6.93\|53.07\|57.46\|51.80\|84184;2026-06-05\|52.18\|-6.59\|55.00\|55.00\|51.80\|44274;2026-06-08\|48.20\|-7.63\|47.94\|51.00\|47.70\|26946;2026-06-09\|49.31\|2.30\|49.11\|49.90\|48.38\|26103;2026-06-10\|49.90\|1.20\|48.82\|50.25\|48.20\|25302;2026-06-11\|52.58\|5.37\|50.14\|54.89\|48.31\|58056;2026-06-12\|57.84\|10.00\|53.90\|57.84\|52.90\|100784;2026-06-15\|56.20\|-2.84\|58.00\|58.51\|53.33\|94622;2026-06-16\|53.01\|-5.68\|56.00\|56.00\|52.66\|78785;2026-06-17\|51.44\|-2.96\|51.91\|52.59\|50.20\|63547;2026-06-18\|50.41\|-2.00\|51.07\|51.07\|49.23\|41051;2026-06-22\|49.97\|-0.87\|50.82\|51.08\|48.43\|43454;2026-06-23\|52.97\|6.00\|49.00\|53.72\|48.70\|67856;2026-06-24\|49.44\|-6.66\|52.08\|54.40\|49.22\|59567;2026-06-25\|50.12\|1.38\|49.49\|51.50\|47.40\|50613;2026-06-26\|51.18\|2.11\|49.50\|51.50\|46.88\|57067;2026-06-29\|48.50\|-5.24\|51.55\|53.00\|48.08\|49318;2026-06-30\|53.35\|10.00\|47.50\|53.35\|47.11\|41333;2026-07-01\|58.69\|10.01\|55.50\|58.69\|54.10\|66624;2026-07-02\|60.37\|2.86\|57.46\|63.50\|55.50\|116218;2026-07-03\|57.27\|-5.13\|60.13\|61.72\|56.78\|70423;2026-07-06\|56.12\|-2.01\|57.98\|58.96\|54.10\|61209;2026-07-07\|55.24\|-1.57\|55.00\|57.70\|54.29\|47895;2026-07-08\|50.50\|-8.58\|54.11\|55.00\|50.00\|47757;2026-07-09\|51.87\|2.71\|51.74\|52.88\|49.16\|34011;2026-07-10\|50.08\|-3.45\|52.32\|54.16\|50.07\|35467;2026-07-13\|55.09\|10.00\|49.00\|55.09\|49.00\|28146;2026-07-14\|52.85\|-4.07\|55.55\|56.00\|51.04\|60587;2026-07-15\|50.60\|-4.26\|52.85\|53.20\|49.40\|43027;2026-07-16\|51.51\|1.80\|49.59\|55.50\|47.40\|73293;2026-07-17\|54.81\|6.41\|50.99\|56.66\|49.51\|92338;2026-07-20\|49.33\|-10.00\|55.01\|56.44\|49.33\|79206;2026-07-21\|44.40\|-9.99\|44.40\|47.03\|44.40\|65941;2026-07-22\|47.17\|6.24\|42.96\|48.84\|42.66\|83650;2026-07-23\|48.17\|2.12\|46.50\|50.22\|46.04\|61201;2026-07-24\|44.73\|-7.14\|47.05\|47.75\|44.66\|36267;2026-07-27\|45.94\|2.71\|44.75\|47.20\|43.50\|30822;2026-07-28\|44.00\|-4.22\|45.00\|47.50\|43.54\|38870;2026-07-29\|42.00\|-4.55\|43.60\|43.95\|39.70\|50659;2026-07-30\|40.66\|-3.19\|41.80\|41.97\|40.55\|29799;2026-07-31\|44.73\|10.01\|43.00\|44.73\|42.00\|24168;2026-08-03\|44.48\|-0.56\|44.43\|45.50\|43.50\|40691;2026-08-04\|44.79\|0.70\|44.55\|45.80\|44.06\|32965;2026-08-05\|47.59\|6.25\|44.59\|48.27\|44.16\|41457;2026-08-06\|48.35\|1.60\|46.50\|48.80\|46.50\|29085;2026-08-07\|48.39\|0.08\|47.95\|48.97\|46.48\|26767;2026-08-10\|48.06\|-0.68\|47.61\|48.69\|47.34\|16802;2026-08-11\|47.41\|-1.35\|47.79\|48.07\|47.04\|14803;2026-08-12\|48.10\|1.46\|47.46\|48.75\|47.17\|16146;2026-08-13\|47.35\|-1.56\|48.50\|49.00\|47.30\|22034;2026-08-14\|47.43\|0.17\|47.80\|47.98\|46.72\|15020;2026-08-17\|50.29\|6.03\|47.57\|50.38\|47.57\|30082;2026-08-18\|51.15\|1.71\|49.99\|51.37\|49.70\|23177;2026-08-19\|48.70\|-4.79\|50.40\|50.76\|48.61\|21813;2026-08-20\|47.65\|-2.16\|49.51\|49.51\|47.51\|18277;2026-08-21\|48.22\|1.20\|47.67\|48.70\|46.33\|14468;2026-08-24\|47.20\|-2.12\|48.15\|48.43\|46.08\|13805;2026-08-25\|46.00\|-2.54\|46.75\|46.75\|44.80\|12472;2026-08-26\|45.79\|-0.46\|46.00\|46.20\|45.10\|11633;2026-08-27\|46.11\|0.70\|45.23\|46.94\|45.23\|14333;2026-08-28\|45.86\|-0.54\|46.08\|46.64\|45.66\|14406;2026-08-31\|46.99\|2.46\|45.06\|47.20\|45.05\|18365;2026-09-01\|45.87\|-2.38\|46.61\|46.95\|45.27\|15207;2026-09-02\|45.93\|0.13\|45.49\|46.32\|45.32\|10536;2026-09-03\|45.70\|-0.50\|46.00\|46.38\|44.90\|11938;2026-09-04\|45.72\|0.04\|45.70\|46.79\|45.28\|12725;2026-09-07\|48.38\|5.82\|45.80\|48.81\|45.70\|31954;2026-09-08\|50.50\|4.38\|48.38\|51.05\|47.80\|39662;2026-09-09\|52.70\|4.36\|50.50\|53.34\|50.50\|38325;2026-09-10\|49.29\|-6.47\|52.63\|52.63\|49.12\|33696;2026-09-11\|49.21\|-0.16\|50.02\|50.24\|47.95\|29369;2026-09-14\|50.02\|1.65\|49.00\|50.40\|47.98\|26411;2026-09-15\|51.57\|3.10\|49.50\|52.15\|49.15\|26547;2026-09-16\|54.20\|5.10\|51.66\|55.30\|50.63\|39004;2026-09-17\|53.83\|-0.68\|56.94\|57.30\|52.69\|46591
112729	信达生物和辉瑞签署价值高达105亿美元的肿瘤药物开发协议	生物医药+摘帽+营收增长 1、据2025年年度报告，公司主营生物医药制品的生产和销售，控股子公司北京四环生物制药主要产品包括德路生注射用人白介素-2、新德路生人白介素-2注射液、环尔博人促红素注射液、欣粒生人粒细胞刺激因子注射液等，为国家高新技术企业。 2、据2026年5月20日互动易，公司提交的关于撤销对公司股票交易实施退市风险警示的申请已获得深交所审核同意，公司股票自2026年5月20日起撤销退市风险警示。 3、据2026年4月27日披露的2026年一季报，公司2026年一季度实现营收8117.03万元，同比增长85.14%。	国内最早从事生物医药的公司之一，研发干细胞无血培养基技术	2026-05-14\|3.08\|0.33\|3.06\|3.11\|3.06\|161625;2026-05-15\|3.23\|4.87\|3.11\|3.23\|3.11\|383657;2026-05-18\|3.10\|-4.02\|3.28\|3.29\|3.07\|269560;2026-05-20\|3.41\|10.00\|3.15\|3.41\|3.13\|681588;2026-05-21\|3.75\|9.97\|3.50\|3.75\|3.38\|1843940;2026-05-22\|4.13\|10.13\|4.07\|4.13\|3.97\|1712634;2026-05-25\|4.54\|9.93\|3.87\|4.54\|3.72\|3224134;2026-05-26\|4.09\|-9.91\|4.38\|4.52\|4.09\|2437064;2026-05-27\|3.93\|-3.91\|3.80\|4.33\|3.68\|2247063;2026-05-28\|3.56\|-9.41\|3.67\|3.88\|3.54\|1587872;2026-05-29\|3.50\|-1.69\|3.44\|3.67\|3.35\|1361331;2026-06-01\|3.59\|2.57\|3.41\|3.74\|3.41\|1177963;2026-06-02\|3.57\|-0.56\|3.50\|3.67\|3.45\|976551;2026-06-03\|3.93\|10.08\|3.53\|3.93\|3.53\|1953753;2026-06-04\|3.64\|-7.38\|3.93\|3.93\|3.64\|1773803;2026-06-05\|3.50\|-3.85\|3.65\|3.78\|3.50\|1124177;2026-06-08\|3.23\|-7.71\|3.35\|3.46\|3.21\|967510;2026-06-09\|3.18\|-1.55\|3.26\|3.28\|3.13\|608289;2026-06-10\|3.23\|1.57\|3.16\|3.30\|3.07\|749351;2026-06-11\|3.10\|-4.02\|3.19\|3.26\|3.09\|458451;2026-06-12\|3.14\|1.29\|3.17\|3.18\|3.10\|343259;2026-06-15\|3.18\|1.27\|3.16\|3.23\|3.14\|358762;2026-06-16\|3.21\|0.94\|3.18\|3.24\|3.11\|368107;2026-06-17\|3.14\|-2.18\|3.21\|3.22\|3.07\|455304;2026-06-18\|3.12\|-0.64\|3.14\|3.15\|3.09\|288322;2026-06-22\|3.18\|1.92\|3.11\|3.19\|3.03\|507506;2026-06-23\|3.34\|5.03\|3.16\|3.40\|3.14\|799015;2026-06-24\|3.34\|0.00\|3.30\|3.37\|3.25\|470971;2026-06-25\|3.28\|-1.80\|3.30\|3.35\|3.16\|459564;2026-06-26\|3.12\|-4.88\|3.27\|3.28\|3.09\|375849;2026-06-29\|3.18\|1.92\|3.12\|3.26\|3.11\|402115;2026-06-30\|3.23\|1.57\|3.15\|3.25\|3.13\|334997;2026-07-01\|3.38\|4.64\|3.29\|3.40\|3.23\|611356;2026-07-02\|3.37\|-0.30\|3.34\|3.42\|3.28\|557021;2026-07-03\|3.46\|2.67\|3.38\|3.46\|3.36\|481063;2026-07-06\|3.53\|2.02\|3.50\|3.61\|3.44\|647545;2026-07-07\|3.57\|1.13\|3.49\|3.57\|3.42\|488057;2026-07-08\|3.82\|7.00\|3.55\|3.85\|3.51\|1048040;2026-07-09\|3.99\|4.45\|3.71\|4.15\|3.65\|1610368;2026-07-10\|4.06\|1.75\|3.87\|4.23\|3.85\|1377079;2026-07-13\|3.83\|-5.67\|4.01\|4.05\|3.80\|1019611;2026-07-14\|3.94\|2.87\|3.85\|4.09\|3.77\|735793;2026-07-15\|3.93\|-0.25\|3.91\|4.04\|3.82\|666338;2026-07-16\|3.87\|-1.53\|3.92\|3.99\|3.82\|525334;2026-07-17\|3.89\|0.52\|3.87\|3.94\|3.66\|745170;2026-07-20\|3.71\|-4.63\|3.89\|4.01\|3.61\|703983;2026-07-21\|3.57\|-3.77\|3.72\|3.75\|3.34\|648681;2026-07-22\|3.47\|-2.80\|3.55\|3.72\|3.45\|438855;2026-07-23\|3.47\|0.00\|3.45\|3.51\|3.41\|285171;2026-07-24\|3.47\|0.00\|3.47\|3.58\|3.38\|458797;2026-07-27\|3.62\|4.32\|3.43\|3.79\|3.40\|624568;2026-07-28\|3.52\|-2.76\|3.55\|3.72\|3.50\|467737;2026-07-29\|3.58\|1.70\|3.55\|3.58\|3.46\|338962;2026-07-30\|3.45\|-3.63\|3.57\|3.60\|3.45\|351528;2026-07-31\|3.61\|4.64\|3.47\|3.65\|3.46\|418825;2026-08-03\|3.69\|2.22\|3.62\|3.71\|3.58\|254384;2026-08-04\|3.85\|4.34\|3.74\|3.90\|3.70\|470814;2026-08-05\|3.89\|1.04\|3.90\|3.98\|3.83\|420978;2026-08-06\|3.96\|1.80\|3.94\|3.97\|3.88\|423551;2026-08-07\|4.17\|5.30\|3.96\|4.19\|3.90\|612221;2026-08-10\|4.13\|-0.96\|4.10\|4.13\|3.75\|1138679;2026-08-11\|4.22\|2.18\|4.12\|4.35\|4.08\|826990;2026-08-12\|4.26\|0.95\|4.16\|4.35\|4.16\|630571;2026-08-13\|4.13\|-3.05\|4.32\|4.34\|4.11\|605153;2026-08-14\|4.01\|-2.91\|4.13\|4.14\|3.94\|748541;2026-08-17\|4.06\|1.25\|4.01\|4.16\|3.92\|561560;2026-08-18\|3.68\|-9.36\|3.96\|4.03\|3.66\|1270095;2026-08-19\|3.68\|0.00\|3.65\|3.72\|3.55\|743082;2026-08-20\|3.69\|0.27\|3.80\|3.87\|3.67\|663158;2026-08-21\|3.80\|2.98\|3.71\|3.90\|3.63\|887986;2026-08-24\|3.70\|-2.63\|3.84\|3.90\|3.66\|597332;2026-08-25\|3.84\|3.78\|3.71\|3.86\|3.62\|628762;2026-08-26\|3.90\|1.56\|3.82\|3.94\|3.78\|546378;2026-08-27\|3.95\|1.28\|3.86\|3.96\|3.79\|490609;2026-08-28\|3.88\|-1.77\|3.93\|3.98\|3.86\|353696;2026-08-31\|3.92\|1.03\|3.86\|3.98\|3.86\|427292;2026-09-01\|3.98\|1.53\|3.94\|4.02\|3.92\|473496;2026-09-02\|3.94\|-1.00\|3.96\|3.99\|3.88\|328393;2026-09-03\|4.02\|2.03\|3.99\|4.04\|3.89\|490007;2026-09-04\|3.90\|-2.99\|4.04\|4.04\|3.88\|602794;2026-09-07\|3.83\|-1.79\|3.90\|3.99\|3.81\|484950;2026-09-08\|3.96\|3.39\|3.87\|3.98\|3.82\|448667;2026-09-09\|3.86\|-2.53\|3.94\|3.96\|3.86\|278307;2026-09-10\|3.79\|-1.81\|3.88\|3.88\|3.77\|187508;2026-09-11\|3.70\|-2.37\|3.80\|3.80\|3.68\|234131;2026-09-14\|3.89\|5.14\|3.70\|3.98\|3.69\|456592;2026-09-15\|3.79\|-2.57\|3.89\|3.90\|3.76\|279281;2026-09-16\|3.79\|0.00\|3.77\|3.80\|3.73\|155223;2026-09-17\|3.81\|0.53\|3.78\|3.83\|3.75\|176815

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