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
118052	行业估值处于历史低位	塑木外销+募投产能+退税到账 1、据2025年8月28日半年报及2025年12月16日机构调研，公司自主品牌“NewTechWood”已进驻Home Depot、Lowe’s等全球渠道，境外营收占比96.60%，募投项目“新型环保塑木型材产业化项目一期”2026年起陆续投产，产能释放将显著提升供应能力。 2、据2026年5月20日互动易，美国子公司已收到部分退税款项，相关收益将按准则计入财务报表。	公司主要从事塑木复合材料，主要产品为户外地板、墙板、组合地板等新型环保塑木型材	2026-03-02\|25.14\|1.74\|24.20\|25.38\|23.78\|51900;2026-03-03\|25.15\|0.04\|25.20\|25.96\|24.74\|34242;2026-03-04\|25.36\|0.83\|24.90\|25.60\|24.47\|30942;2026-03-05\|25.40\|0.16\|25.78\|26.25\|25.02\|35109;2026-03-06\|26.86\|5.75\|25.41\|27.39\|25.30\|50537;2026-03-09\|26.50\|-1.34\|26.80\|26.83\|25.50\|38912;2026-03-10\|27.62\|4.23\|27.10\|27.99\|26.66\|48280;2026-03-11\|27.07\|-1.99\|27.90\|28.00\|26.96\|34020;2026-03-12\|27.19\|0.44\|27.07\|28.05\|26.60\|35312;2026-03-13\|25.18\|-7.39\|27.21\|27.47\|24.88\|69286;2026-03-16\|25.01\|-0.68\|25.18\|26.06\|24.81\|45676;2026-03-17\|23.68\|-5.32\|25.27\|25.71\|23.50\|43314;2026-03-18\|26.32\|11.15\|23.63\|26.55\|23.56\|96370;2026-03-19\|25.40\|-3.50\|25.55\|26.18\|25.01\|48935;2026-03-20\|24.34\|-4.17\|25.28\|25.78\|24.18\|42944;2026-03-23\|21.72\|-10.76\|24.00\|24.20\|21.36\|63595;2026-03-24\|22.40\|3.13\|22.70\|23.38\|21.89\|55865;2026-03-25\|23.44\|4.64\|22.53\|23.58\|22.47\|38260;2026-03-26\|23.85\|1.75\|23.87\|23.87\|22.81\|32926;2026-03-27\|23.30\|-2.31\|23.86\|23.86\|22.94\|31484;2026-03-30\|22.77\|-2.27\|23.16\|23.20\|22.45\|29982;2026-03-31\|22.08\|-3.03\|22.75\|23.18\|21.96\|23024;2026-04-01\|21.61\|-2.13\|22.59\|22.80\|21.37\|29414;2026-04-02\|20.84\|-3.56\|21.72\|21.72\|20.64\|34474;2026-04-03\|20.55\|-1.39\|20.94\|21.45\|20.23\|28822;2026-04-07\|20.86\|1.51\|20.55\|21.23\|20.44\|18615;2026-04-08\|21.48\|2.97\|21.66\|21.66\|21.00\|40424;2026-04-09\|20.60\|-4.10\|21.41\|21.43\|20.39\|29004;2026-04-10\|20.78\|0.87\|20.90\|21.38\|20.70\|22967;2026-04-13\|20.73\|-0.24\|20.71\|20.83\|20.35\|20233;2026-04-14\|21.21\|2.32\|20.83\|21.71\|20.52\|50965;2026-04-15\|22.05\|3.96\|21.94\|23.38\|21.28\|94784;2026-04-16\|21.69\|-1.63\|22.41\|22.78\|21.48\|63345;2026-04-17\|21.52\|-0.78\|21.48\|21.80\|21.33\|34773;2026-04-20\|22.52\|4.65\|21.53\|22.76\|21.35\|46448;2026-04-21\|22.42\|-0.44\|22.43\|23.20\|22.05\|36360;2026-04-22\|23.83\|6.29\|22.46\|24.08\|22.00\|75173;2026-04-23\|26.75\|12.25\|24.58\|27.88\|23.84\|197069;2026-04-24\|29.30\|9.53\|29.17\|30.93\|27.65\|245355;2026-04-27\|31.95\|9.04\|29.00\|32.57\|27.85\|183319;2026-04-28\|30.48\|-4.60\|31.97\|32.10\|30.02\|127292;2026-04-29\|30.21\|-0.89\|30.93\|31.40\|29.31\|100841;2026-04-30\|34.35\|13.70\|31.17\|34.81\|30.72\|136653;2026-05-06\|35.22\|2.53\|34.46\|36.42\|33.05\|135382;2026-05-07\|35.95\|2.07\|34.87\|35.95\|34.23\|106360;2026-05-08\|35.89\|-0.17\|35.76\|36.98\|34.08\|97736;2026-05-11\|35.50\|-1.09\|36.50\|38.40\|34.80\|90497;2026-05-12\|33.93\|-4.42\|34.94\|35.79\|33.38\|98009;2026-05-13\|36.28\|6.93\|33.50\|37.27\|33.11\|105579;2026-05-14\|35.31\|-2.67\|36.35\|37.26\|34.90\|66627;2026-05-15\|35.53\|0.62\|35.04\|36.20\|33.93\|62328;2026-05-18\|34.43\|-3.10\|34.67\|36.18\|34.00\|80027;2026-05-19\|35.99\|4.53\|34.21\|36.20\|34.08\|66114;2026-05-20\|34.16\|-5.08\|35.26\|36.26\|32.80\|80517;2026-05-21\|33.44\|-2.11\|34.31\|36.14\|33.20\|85707;2026-05-22\|40.13\|20.01\|33.94\|40.13\|33.42\|102400;2026-05-25\|41.31\|2.94\|40.84\|43.33\|40.21\|174109;2026-05-26\|41.00\|-0.75\|41.00\|42.93\|39.68\|103677;2026-05-27\|41.29\|0.71\|41.53\|42.49\|39.80\|100838;2026-05-28\|40.05\|-3.00\|41.29\|41.87\|38.40\|108464;2026-05-29\|36.86\|-7.96\|39.24\|40.00\|36.50\|89886;2026-06-01\|35.47\|-3.77\|36.47\|36.85\|35.20\|49559;2026-06-02\|35.57\|0.28\|35.33\|35.97\|34.20\|32929;2026-06-03\|36.77\|3.37\|35.73\|37.73\|35.22\|62791;2026-06-04\|34.48\|-6.23\|36.42\|37.34\|34.03\|70382;2026-06-05\|35.00\|1.51\|35.00\|36.50\|33.19\|59522;2026-06-08\|34.08\|-2.63\|34.02\|35.99\|33.00\|55475;2026-06-09\|35.14\|3.11\|34.76\|35.26\|33.66\|53584;2026-06-10\|35.00\|-0.40\|34.81\|36.00\|34.00\|46548;2026-06-11\|34.64\|-1.03\|34.37\|35.49\|33.00\|40744;2026-06-12\|37.08\|7.04\|35.00\|37.99\|34.70\|79753;2026-06-15\|38.30\|3.29\|36.90\|38.30\|35.95\|81036;2026-06-16\|37.33\|-2.53\|37.53\|38.53\|36.76\|63545;2026-06-17\|41.32\|10.69\|36.00\|41.54\|36.00\|91337;2026-06-18\|41.14\|-0.44\|40.58\|41.54\|39.60\|69069;2026-06-22\|41.27\|0.32\|41.16\|44.00\|39.77\|65382;2026-06-23\|41.17\|-0.24\|40.81\|42.00\|40.22\|43898;2026-06-24\|38.63\|-6.17\|41.00\|41.17\|37.05\|59283;2026-06-25\|38.18\|-1.16\|38.30\|40.59\|37.55\|58129;2026-06-26\|41.60\|8.96\|38.20\|42.66\|37.27\|62117;2026-06-29\|38.89\|-6.51\|40.80\|41.75\|37.40\|53179;2026-06-30\|43.76\|12.52\|39.25\|44.30\|38.20\|64156;2026-07-01\|46.23\|5.64\|43.63\|46.50\|42.36\|76333;2026-07-02\|48.88\|5.73\|45.59\|50.95\|45.19\|94073;2026-07-03\|53.90\|10.27\|46.45\|54.49\|46.29\|101543;2026-07-06\|52.80\|-2.04\|55.00\|55.18\|51.20\|85753;2026-07-07\|52.64\|-0.30\|52.98\|53.92\|50.80\|57661;2026-07-08\|49.01\|-6.90\|51.87\|52.78\|48.14\|68493;2026-07-09\|48.30\|-1.45\|49.02\|49.98\|47.20\|50560
118051	行业估值处于历史低位	激光全息+IP卡牌+烟草防伪+分红 1、据2025年8月28日半年报，公司已与卡游建立稳定的供货、服务体系及长期合作关系；公司文创业务为热门IP卡牌提供激光全息防伪包装材料。 2、据2026年4月28日年报，公司深耕烟标领域30余年，配套“中华”“利群”“黄鹤楼”等知名烟草品牌，激光全息防伪纸营收占比超80%。 3、据2026年4月28日年报，公司依托激光全息防伪与铂金浮雕技术，主营激光全息防伪膜和防伪纸，具备完整产业链，系国家级专精特新“小巨人”企业。 4、据2026年6月10日公告，公司实施2025年度权益分派，向全体股东每10股派发现金红利5.0元含税。	卡游多款IP卡牌生产商	2026-03-02\|23.37\|-2.67\|23.79\|23.95\|23.29\|44948;2026-03-03\|22.67\|-3.00\|23.49\|23.92\|22.63\|51872;2026-03-04\|22.35\|-1.41\|22.60\|22.78\|22.11\|35492;2026-03-05\|22.54\|0.85\|22.68\|22.84\|22.44\|23339;2026-03-06\|22.64\|0.44\|22.50\|22.78\|22.41\|22789;2026-03-09\|22.12\|-2.30\|22.48\|22.54\|21.74\|37055;2026-03-10\|22.85\|3.30\|22.34\|22.85\|22.32\|26754;2026-03-11\|22.84\|-0.04\|22.74\|23.18\|22.74\|23993;2026-03-12\|22.32\|-2.28\|22.82\|22.88\|22.29\|27301;2026-03-13\|24.55\|9.99\|22.56\|24.55\|22.50\|96134;2026-03-16\|25.07\|2.12\|24.18\|25.30\|24.06\|185295;2026-03-17\|24.70\|-1.48\|25.09\|25.25\|24.60\|80514;2026-03-18\|23.69\|-4.09\|24.63\|24.63\|22.91\|98160;2026-03-19\|23.11\|-2.45\|23.25\|23.64\|23.08\|46532;2026-03-20\|22.91\|-0.87\|23.11\|23.80\|22.69\|57850;2026-03-23\|21.17\|-7.59\|22.27\|22.50\|21.03\|60733;2026-03-24\|22.47\|6.14\|21.55\|22.99\|21.38\|73759;2026-03-25\|22.99\|2.31\|22.52\|23.30\|22.52\|46890;2026-03-26\|22.50\|-2.13\|22.98\|23.10\|22.31\|29176;2026-03-27\|22.48\|-0.09\|22.28\|22.76\|22.21\|23245;2026-03-30\|22.17\|-1.38\|22.36\|22.48\|22.01\|24879;2026-03-31\|21.61\|-2.53\|22.15\|22.28\|21.58\|31420;2026-04-01\|21.99\|1.76\|21.90\|22.02\|21.66\|24763;2026-04-02\|21.52\|-2.14\|21.86\|22.13\|21.35\|24502;2026-04-03\|21.12\|-1.86\|21.53\|21.64\|21.11\|26540;2026-04-07\|21.38\|1.23\|21.08\|21.47\|21.05\|19088;2026-04-08\|22.17\|3.69\|21.70\|22.17\|21.69\|24553;2026-04-09\|22.02\|-0.68\|22.02\|22.19\|21.87\|21773;2026-04-10\|22.38\|1.63\|22.07\|22.66\|22.07\|26669;2026-04-13\|22.66\|1.25\|22.36\|22.96\|22.10\|40562;2026-04-14\|22.64\|-0.09\|22.82\|23.10\|22.45\|27663;2026-04-15\|22.34\|-1.33\|22.65\|22.67\|22.28\|23370;2026-04-16\|22.55\|0.94\|22.30\|22.61\|22.30\|18471;2026-04-17\|23.22\|2.97\|22.56\|23.85\|22.38\|61004;2026-04-20\|23.51\|1.25\|23.20\|23.78\|22.84\|43440;2026-04-21\|23.54\|0.13\|23.49\|23.63\|23.10\|27401;2026-04-22\|23.89\|1.49\|23.50\|24.66\|23.31\|66464;2026-04-23\|23.49\|-1.67\|23.66\|24.08\|23.37\|37598;2026-04-24\|23.25\|-1.02\|23.49\|23.50\|23.03\|27431;2026-04-27\|23.60\|1.51\|23.80\|23.91\|23.47\|36753;2026-04-28\|23.49\|-0.47\|23.58\|24.29\|23.48\|41106;2026-04-29\|23.53\|0.17\|23.47\|23.64\|23.35\|30411;2026-04-30\|23.58\|0.21\|23.48\|23.68\|23.29\|25939;2026-05-06\|23.57\|-0.04\|23.43\|23.93\|23.41\|39950;2026-05-07\|24.20\|2.67\|23.52\|24.49\|23.52\|50102;2026-05-08\|23.97\|-0.95\|24.15\|24.19\|23.90\|29075;2026-05-11\|23.63\|-1.42\|24.02\|24.05\|23.52\|36870;2026-05-12\|22.97\|-2.79\|23.65\|23.71\|22.78\|41375;2026-05-13\|22.93\|-0.17\|22.96\|23.18\|22.63\|31279;2026-05-14\|23.00\|0.31\|22.99\|23.53\|22.70\|34124;2026-05-15\|22.82\|-0.78\|23.17\|23.28\|22.67\|32796;2026-05-18\|24.63\|7.93\|22.83\|24.94\|22.80\|116632;2026-05-19\|24.92\|1.18\|25.24\|25.86\|24.69\|130130;2026-05-20\|24.73\|-0.76\|24.31\|25.19\|24.06\|73035;2026-05-21\|23.33\|-5.66\|24.88\|25.00\|23.27\|63462;2026-05-22\|24.41\|4.63\|23.49\|24.60\|23.47\|57070;2026-05-25\|23.99\|-1.72\|24.70\|24.70\|23.83\|39709;2026-05-26\|23.11\|-3.67\|23.98\|24.19\|22.57\|63818;2026-05-27\|22.53\|-2.51\|23.01\|23.40\|22.26\|52611;2026-05-28\|22.87\|1.51\|22.53\|23.22\|22.35\|36922;2026-05-29\|21.53\|-5.86\|22.81\|22.94\|21.28\|56557;2026-06-01\|22.23\|3.25\|21.40\|22.49\|21.40\|34863;2026-06-02\|21.82\|-1.84\|22.21\|22.31\|21.40\|32695;2026-06-03\|21.65\|-0.78\|21.82\|21.93\|21.40\|25065;2026-06-04\|21.58\|-0.32\|21.64\|21.79\|21.25\|24727;2026-06-05\|21.98\|1.85\|21.57\|22.60\|20.85\|43131;2026-06-08\|21.65\|-1.50\|21.68\|22.22\|21.38\|42749;2026-06-09\|21.64\|-0.05\|21.65\|21.90\|21.25\|27117;2026-06-10\|21.12\|-2.40\|21.63\|21.71\|20.73\|28843;2026-06-11\|21.47\|1.66\|21.01\|21.51\|20.85\|31183;2026-06-12\|21.62\|0.70\|21.60\|22.30\|21.43\|31037;2026-06-15\|21.73\|0.51\|21.63\|22.06\|21.50\|28191;2026-06-16\|20.69\|-2.54\|21.41\|21.41\|20.40\|36174;2026-06-17\|20.70\|0.05\|20.52\|21.27\|20.45\|35705;2026-06-18\|19.70\|-4.83\|20.66\|20.67\|19.50\|46385;2026-06-22\|21.67\|10.00\|19.69\|21.67\|19.32\|77122;2026-06-23\|23.40\|7.98\|21.67\|23.55\|21.50\|150175;2026-06-24\|23.08\|-1.37\|23.33\|23.40\|22.32\|77208;2026-06-25\|22.83\|-1.08\|23.30\|23.60\|22.45\|48163;2026-06-26\|21.99\|-3.68\|22.52\|22.98\|21.60\|53039;2026-06-29\|22.36\|1.68\|21.61\|22.95\|21.55\|74292;2026-06-30\|24.60\|10.02\|22.28\|24.60\|22.24\|171536;2026-07-01\|25.56\|3.90\|24.79\|25.83\|24.60\|150265;2026-07-02\|26.60\|4.07\|25.30\|26.85\|25.01\|126936;2026-07-03\|25.14\|-5.49\|25.46\|26.47\|24.50\|120401;2026-07-06\|25.50\|1.43\|25.14\|26.25\|24.65\|89750;2026-07-07\|24.25\|-4.90\|25.01\|25.50\|24.04\|60583;2026-07-08\|23.60\|-2.68\|23.83\|24.23\|22.96\|54030;2026-07-09\|24.70\|4.66\|23.71\|24.76\|22.99\|70428
118050	行业估值处于历史低位	涨停揭秘：联名IP爆款+消费估值修复+暑期消费旺季催化；涨停缘由：SIGG与泡泡玛特联名水杯形成爆款效应、行业估值处于历史低位具备修复空间、暑期消费旺季临近带动户外水具需求预期提升、公司渠道改革初见成效线上销售占比持续提高；资金逻辑：近期资金偏好低位消费股轮动游资与机构共同参与、北向资金连续两周小幅增持、换手率温和放大显示筹码松动后资金介入意愿增强；风险提示：联名产品销售持续性存疑、外销占比仍较高汇率波动影响利润、行业整体需求复苏力度尚待验证。	全资子公司SIGG与泡泡玛特联名水杯	2026-03-02\|9.38\|4.92\|9.13\|9.47\|9.01\|223172;2026-03-03\|9.25\|-1.39\|9.38\|9.73\|9.12\|208468;2026-03-04\|9.20\|-0.54\|9.13\|9.35\|9.01\|156778;2026-03-05\|9.20\|0.00\|9.27\|9.38\|9.04\|123458;2026-03-06\|9.00\|-2.17\|9.13\|9.40\|8.95\|170398;2026-03-09\|8.72\|-3.11\|8.93\|9.02\|8.65\|145869;2026-03-10\|9.26\|6.19\|8.76\|9.32\|8.65\|174096;2026-03-11\|9.07\|-2.05\|9.26\|9.45\|9.01\|169756;2026-03-12\|8.83\|-2.65\|9.09\|9.12\|8.80\|100221;2026-03-13\|8.74\|-1.02\|8.83\|8.90\|8.72\|82642;2026-03-16\|8.59\|-1.72\|8.73\|8.83\|8.52\|89126;2026-03-17\|8.29\|-3.49\|8.64\|8.66\|8.27\|111800;2026-03-18\|8.48\|2.29\|8.37\|8.48\|8.29\|70494;2026-03-19\|8.13\|-4.13\|8.44\|8.45\|8.10\|97670;2026-03-20\|8.00\|-1.60\|8.15\|8.24\|8.00\|93326;2026-03-23\|7.27\|-9.12\|7.90\|7.90\|7.20\|197231;2026-03-24\|7.54\|3.71\|7.41\|7.55\|7.24\|130779;2026-03-25\|7.65\|1.46\|7.51\|7.69\|7.50\|87815;2026-03-26\|7.57\|-1.05\|7.62\|7.93\|7.50\|93181;2026-03-27\|7.72\|1.98\|7.46\|7.75\|7.32\|75904;2026-03-30\|7.66\|-0.78\|7.60\|7.73\|7.53\|76926;2026-03-31\|7.69\|0.39\|7.68\|7.80\|7.54\|85365;2026-04-01\|8.16\|6.11\|7.80\|8.22\|7.72\|158366;2026-04-02\|8.11\|-0.61\|8.15\|8.23\|8.03\|99807;2026-04-03\|7.87\|-2.96\|8.16\|8.16\|7.85\|95658;2026-04-07\|8.11\|3.05\|7.94\|8.24\|7.81\|93258;2026-04-08\|8.27\|1.97\|8.25\|8.43\|8.17\|152402;2026-04-09\|8.10\|-2.06\|8.27\|8.31\|8.08\|73959;2026-04-10\|8.35\|3.09\|8.14\|8.38\|8.14\|85530;2026-04-13\|8.13\|-2.63\|8.30\|8.30\|8.06\|86063;2026-04-14\|8.43\|3.69\|8.18\|8.45\|8.12\|118013;2026-04-15\|8.37\|-0.71\|8.26\|8.54\|8.13\|178956;2026-04-16\|8.31\|-0.72\|8.50\|8.69\|8.26\|140329;2026-04-17\|7.87\|-5.29\|8.25\|8.31\|7.73\|222063;2026-04-20\|7.83\|-0.51\|7.88\|7.90\|7.73\|107941;2026-04-21\|7.88\|0.64\|7.82\|7.90\|7.74\|87704;2026-04-22\|7.79\|-1.14\|7.87\|7.87\|7.61\|101806;2026-04-23\|7.79\|0.00\|7.76\|7.86\|7.67\|68191;2026-04-24\|7.76\|-0.39\|7.72\|7.83\|7.63\|57659;2026-04-27\|8.20\|5.67\|7.73\|8.27\|7.60\|194190;2026-04-28\|8.15\|-0.61\|8.20\|8.25\|7.95\|123546;2026-04-29\|8.20\|0.61\|8.10\|8.32\|8.04\|127550;2026-04-30\|8.16\|-0.49\|8.20\|8.28\|8.08\|95793;2026-05-06\|8.13\|-0.37\|8.19\|8.24\|8.03\|122346;2026-05-07\|8.28\|1.84\|8.13\|8.43\|8.06\|150609;2026-05-08\|8.60\|3.86\|8.27\|8.70\|8.25\|168984;2026-05-11\|8.92\|3.72\|8.66\|9.01\|8.51\|209302;2026-05-12\|8.83\|-1.01\|8.86\|8.98\|8.74\|117146;2026-05-13\|8.83\|0.00\|8.88\|9.05\|8.78\|154107;2026-05-14\|8.91\|0.91\|8.88\|9.05\|8.81\|171733;2026-05-15\|8.79\|-1.35\|8.94\|8.98\|8.71\|123431;2026-05-18\|8.57\|-2.50\|8.78\|8.78\|8.37\|150130;2026-05-19\|8.60\|0.35\|8.57\|8.61\|8.45\|82583;2026-05-20\|8.42\|-2.09\|8.60\|8.67\|8.39\|81063;2026-05-21\|8.08\|-4.04\|8.48\|8.53\|8.03\|117920;2026-05-22\|8.37\|3.59\|8.17\|8.61\|8.15\|122715;2026-05-25\|8.14\|-2.75\|8.33\|8.61\|8.08\|134364;2026-05-26\|7.92\|-2.70\|8.15\|8.18\|7.80\|90755;2026-05-27\|7.72\|-2.53\|8.05\|8.05\|7.67\|86624;2026-05-28\|7.71\|-0.13\|7.71\|7.78\|7.52\|73359;2026-05-29\|7.78\|0.91\|7.71\|7.97\|7.60\|128767;2026-06-01\|7.88\|1.29\|7.76\|8.12\|7.71\|115349;2026-06-02\|7.57\|-3.93\|7.92\|7.92\|7.46\|114431;2026-06-03\|7.77\|2.64\|7.51\|7.85\|7.41\|113055;2026-06-04\|8.12\|4.50\|7.73\|8.20\|7.65\|196473;2026-06-05\|8.08\|-0.49\|8.17\|8.33\|7.87\|146629;2026-06-08\|8.19\|1.36\|7.80\|8.44\|7.80\|177400;2026-06-09\|8.16\|-0.37\|8.31\|8.31\|7.92\|118837;2026-06-10\|7.99\|-2.08\|8.14\|8.30\|7.90\|97924;2026-06-11\|8.02\|0.38\|7.90\|8.04\|7.75\|75320;2026-06-12\|7.94\|-1.00\|8.03\|8.28\|7.86\|122898;2026-06-15\|7.48\|-5.79\|7.94\|7.97\|7.38\|178595;2026-06-16\|7.65\|2.27\|7.70\|7.79\|7.45\|156875;2026-06-17\|7.39\|-3.40\|7.63\|7.85\|7.38\|138697;2026-06-18\|6.93\|-6.22\|7.34\|7.43\|6.90\|213282;2026-06-22\|6.66\|-3.90\|6.89\|6.89\|6.53\|150304;2026-06-23\|6.59\|-1.05\|6.66\|6.79\|6.51\|124756;2026-06-24\|6.36\|-3.49\|6.65\|6.65\|6.34\|160702;2026-06-25\|6.25\|-1.73\|6.37\|6.40\|6.15\|132242;2026-06-26\|6.28\|0.48\|6.25\|6.44\|6.19\|120693;2026-06-29\|6.27\|-0.16\|6.33\|6.54\|6.22\|100587;2026-06-30\|6.90\|10.05\|6.31\|6.90\|6.30\|258734;2026-07-01\|7.10\|2.90\|6.97\|7.17\|6.69\|252941;2026-07-02\|7.39\|4.08\|7.40\|7.68\|7.32\|234302;2026-07-03\|7.78\|5.28\|7.41\|7.87\|7.37\|209440;2026-07-06\|7.47\|-3.98\|7.94\|8.28\|7.38\|280940;2026-07-07\|7.40\|-0.94\|7.80\|7.85\|7.35\|192050;2026-07-08\|7.04\|-4.86\|7.50\|7.50\|7.00\|150225;2026-07-09\|7.11\|0.99\|7.05\|7.17\|6.94\|115280
118049	行业估值处于历史低位	药用糖+食糖全产业链+央企行业原因： 6月1日早盘，农业及养殖业板块走强。据新华社，中共中央政治局4月28日会议强调，抓好农业生产，稳定生猪等农产品价格。公司原因： 1、据2026年4月28日年报，公司注射级蔗糖生产线已全面具备生产条件，儿童药用蔗糖获国家药监局CDE“A”状态，药用糖已形成从口服级到注射级的全品类矩阵，规模突破2.3万吨。 2、据2026年4月28日年报，公司为食糖、番茄产业龙头，运营覆盖上游原料至下游销售的全产业链，食糖年营收243.36亿元，番茄年营收21.75亿元，产销量及品牌综合竞争力行业领先。 3、据2026年4月28日年报及公开信息，公司控股股东为中粮集团有限公司，实际控制人为国务院国有资产监督管理委员会，系央企控股上市公司。	国内糖业巨头，覆盖糖全产业链，糖总经营量300万吨，占全国糖总消费量的20%	2026-03-02\|15.97\|1.59\|15.76\|16.16\|15.67\|261744;2026-03-03\|16.45\|3.01\|15.97\|16.50\|15.91\|533493;2026-03-04\|15.67\|-4.74\|16.29\|16.29\|15.60\|400547;2026-03-05\|15.20\|-3.00\|15.55\|15.61\|15.16\|313208;2026-03-06\|15.77\|3.75\|15.23\|15.78\|15.22\|286488;2026-03-09\|16.16\|2.47\|16.00\|16.60\|15.98\|454266;2026-03-10\|15.94\|-1.36\|15.81\|16.16\|15.80\|222370;2026-03-11\|15.94\|0.00\|15.90\|16.02\|15.83\|145417;2026-03-12\|15.90\|-0.25\|15.91\|15.95\|15.64\|165436;2026-03-13\|15.74\|-1.01\|15.90\|16.15\|15.71\|179058;2026-03-16\|15.71\|-0.19\|15.69\|15.92\|15.54\|174993;2026-03-17\|15.33\|-2.42\|15.71\|15.78\|15.30\|166889;2026-03-18\|15.19\|-0.91\|15.36\|15.41\|14.95\|171492;2026-03-19\|14.78\|-2.70\|15.28\|15.30\|14.61\|194261;2026-03-20\|14.99\|1.42\|15.00\|15.51\|14.86\|310700;2026-03-23\|14.71\|-1.87\|14.90\|15.20\|14.57\|328738;2026-03-24\|14.79\|0.54\|14.76\|15.10\|14.58\|191091;2026-03-25\|14.58\|-1.42\|14.91\|14.93\|14.49\|264808;2026-03-26\|14.48\|-0.69\|14.47\|14.68\|14.41\|166519;2026-03-27\|14.36\|-0.83\|14.32\|14.56\|13.97\|328555;2026-03-30\|14.56\|1.39\|14.31\|14.73\|14.26\|262334;2026-03-31\|14.12\|-3.02\|14.41\|14.53\|14.10\|204017;2026-04-01\|14.20\|0.57\|14.16\|14.30\|14.06\|157835;2026-04-02\|14.00\|-1.41\|14.14\|14.23\|13.93\|154265;2026-04-03\|14.20\|1.43\|13.95\|14.40\|13.93\|292073;2026-04-07\|14.38\|1.27\|14.18\|14.44\|13.98\|177261;2026-04-08\|14.56\|1.25\|14.21\|14.58\|14.21\|196724;2026-04-09\|14.27\|-1.99\|14.47\|14.57\|14.18\|149858;2026-04-10\|14.43\|1.12\|14.35\|14.54\|14.27\|133430;2026-04-13\|14.48\|0.35\|14.45\|14.68\|14.44\|144035;2026-04-14\|14.30\|-1.24\|14.48\|14.55\|14.14\|160599;2026-04-15\|14.04\|-1.82\|14.30\|14.33\|14.02\|187186;2026-04-16\|14.39\|2.49\|14.06\|14.76\|13.86\|281025;2026-04-17\|14.61\|1.53\|14.50\|14.74\|14.29\|235463;2026-04-20\|14.60\|-0.07\|14.62\|14.78\|14.50\|172640;2026-04-21\|14.73\|0.89\|14.64\|15.07\|14.64\|223609;2026-04-22\|14.89\|1.09\|14.71\|15.25\|14.68\|249914;2026-04-23\|14.87\|-0.13\|14.78\|15.10\|14.53\|207068;2026-04-24\|14.83\|-0.27\|14.80\|15.09\|14.73\|169465;2026-04-27\|14.76\|-0.47\|14.75\|14.95\|14.60\|160463;2026-04-28\|14.69\|-0.47\|14.80\|15.15\|14.55\|277968;2026-04-29\|14.82\|0.89\|14.75\|14.89\|14.55\|259524;2026-04-30\|15.05\|1.55\|14.82\|15.12\|14.60\|294136;2026-05-06\|15.78\|4.85\|15.15\|16.08\|15.05\|590968;2026-05-07\|15.33\|-2.85\|15.66\|15.88\|15.23\|410925;2026-05-08\|15.54\|1.37\|15.68\|15.85\|15.25\|373950;2026-05-11\|15.23\|-1.99\|15.35\|15.49\|15.12\|319745;2026-05-12\|14.96\|-1.77\|15.26\|15.34\|14.88\|279496;2026-05-13\|16.46\|10.03\|14.87\|16.46\|14.75\|745374;2026-05-14\|15.89\|-3.46\|16.55\|16.60\|15.75\|668180;2026-05-15\|15.68\|-1.32\|15.90\|16.50\|15.56\|465058;2026-05-18\|15.44\|-1.53\|15.43\|15.87\|15.19\|326421;2026-05-19\|15.66\|1.42\|15.41\|16.16\|15.38\|335267;2026-05-20\|15.35\|-1.98\|15.58\|15.81\|15.31\|272459;2026-05-21\|14.30\|-6.84\|15.33\|15.39\|14.29\|490162;2026-05-22\|14.35\|0.35\|14.30\|14.67\|14.12\|285381;2026-05-25\|13.62\|-5.09\|14.39\|14.44\|13.33\|402132;2026-05-26\|13.37\|-1.84\|13.50\|13.53\|12.99\|309191;2026-05-27\|13.08\|-2.17\|13.37\|13.49\|13.02\|224470;2026-05-28\|12.72\|-2.75\|13.00\|13.08\|12.44\|300280;2026-05-29\|12.90\|1.42\|12.74\|13.12\|12.72\|249912;2026-06-01\|14.19\|10.00\|13.15\|14.19\|13.06\|653257;2026-06-02\|14.15\|-0.28\|14.00\|14.33\|13.81\|463016;2026-06-03\|14.48\|2.33\|14.08\|14.76\|13.94\|464357;2026-06-04\|14.70\|1.52\|14.25\|14.98\|14.20\|438293;2026-06-05\|14.47\|-1.56\|14.45\|15.10\|14.37\|384215;2026-06-08\|13.60\|-6.01\|14.05\|14.30\|13.51\|398904;2026-06-09\|13.48\|-0.88\|13.80\|13.99\|13.32\|245939;2026-06-10\|12.97\|-3.78\|13.47\|13.47\|12.90\|234583;2026-06-11\|12.72\|-1.93\|12.93\|13.02\|12.66\|174793;2026-06-12\|13.36\|5.03\|12.83\|13.52\|12.70\|327870;2026-06-15\|13.81\|3.37\|13.40\|13.82\|13.21\|320888;2026-06-16\|13.24\|-4.13\|13.60\|13.74\|13.22\|264486;2026-06-17\|13.27\|0.23\|13.30\|13.55\|13.11\|173396;2026-06-18\|12.80\|-3.54\|13.23\|13.26\|12.73\|270598;2026-06-22\|12.03\|-6.02\|12.81\|12.83\|11.87\|440667;2026-06-23\|11.59\|-3.66\|11.83\|12.05\|11.49\|397925;2026-06-24\|11.64\|0.43\|11.55\|12.19\|11.44\|328425;2026-06-25\|10.90\|-6.36\|11.45\|11.54\|10.87\|464650;2026-06-26\|10.35\|-5.05\|10.96\|11.00\|10.35\|470459;2026-06-29\|11.21\|8.31\|10.35\|11.35\|9.85\|721486;2026-06-30\|12.33\|9.99\|11.37\|12.33\|11.22\|389780;2026-07-01\|12.89\|4.54\|12.74\|13.29\|12.45\|771975;2026-07-02\|11.87\|-7.91\|12.93\|13.10\|11.74\|649397;2026-07-03\|11.80\|-0.59\|11.91\|12.30\|11.69\|356497;2026-07-06\|12.12\|2.71\|11.81\|12.45\|11.74\|432055;2026-07-07\|11.86\|-2.15\|12.33\|12.38\|11.73\|327041;2026-07-08\|11.50\|-3.04\|11.48\|12.00\|11.39\|289427;2026-07-09\|11.48\|-0.17\|11.30\|11.72\|11.11\|265505
118048	行业估值处于历史低位	涨停揭秘：估值处于历史低位叠加自行车出口回暖及珠宝黄金消费复苏双重催化；涨停缘由：行业估值处于历史低位，公司具备自行车、锂电池材料和珠宝黄金三大业务板块；海外自行车订单回升，黄金消费旺季临近，市场期待业务协同效应释放；资金逻辑：ST摘帽预期叠加消费股轮动，资金博弈低位低价标的，成交额显著放大，呈现典型超跌反弹特征；风险提示：主营业务分散，各板块规模较小，缺乏核心盈利支撑，业绩持续性存疑	公司主要业务为自行车、锂电池材料和珠宝黄金业务	2026-03-02\|7.64\|-0.78\|7.75\|7.75\|7.44\|120019;2026-03-03\|7.40\|-3.14\|7.60\|7.72\|7.38\|105696;2026-03-04\|7.39\|-0.14\|7.33\|7.46\|7.28\|77252;2026-03-05\|7.37\|-0.27\|7.45\|7.52\|7.34\|73159;2026-03-06\|7.53\|2.17\|7.31\|7.53\|7.28\|66752;2026-03-09\|7.47\|-0.80\|7.50\|7.52\|7.36\|70880;2026-03-10\|7.56\|1.20\|7.50\|7.60\|7.50\|52153;2026-03-11\|7.40\|-2.12\|7.62\|7.62\|7.37\|76876;2026-03-12\|7.22\|-2.43\|7.40\|7.40\|7.18\|82958;2026-03-13\|7.14\|-1.11\|7.19\|7.29\|7.12\|66776;2026-03-16\|7.17\|0.42\|7.10\|7.20\|7.08\|67019;2026-03-17\|7.09\|-1.12\|7.19\|7.24\|7.08\|54830;2026-03-18\|7.17\|1.13\|7.09\|7.22\|7.03\|66841;2026-03-19\|6.98\|-2.65\|7.06\|7.24\|6.94\|116860;2026-03-20\|6.78\|-2.87\|6.93\|7.02\|6.71\|111302;2026-03-23\|6.38\|-5.90\|6.66\|6.71\|6.33\|111428;2026-03-24\|6.67\|4.55\|6.54\|6.68\|6.41\|116092;2026-03-25\|6.83\|2.40\|6.69\|6.84\|6.68\|70970;2026-03-26\|6.71\|-1.76\|6.80\|6.88\|6.68\|54954;2026-03-27\|6.86\|2.24\|6.65\|6.87\|6.62\|52005;2026-03-30\|7.00\|2.04\|6.87\|7.00\|6.78\|78004;2026-03-31\|6.90\|-1.43\|6.98\|7.11\|6.89\|64978;2026-04-01\|6.90\|0.00\|7.00\|7.06\|6.83\|60495;2026-04-02\|6.82\|-1.16\|6.88\|6.92\|6.74\|58539;2026-04-03\|6.57\|-3.67\|6.81\|6.84\|6.55\|45580;2026-04-07\|6.70\|1.98\|6.55\|6.77\|6.55\|50245;2026-04-08\|6.91\|3.13\|6.87\|6.93\|6.80\|54691;2026-04-09\|6.78\|-1.88\|6.91\|6.92\|6.76\|58666;2026-04-10\|6.86\|1.18\|6.80\|6.94\|6.80\|46949;2026-04-13\|6.84\|-0.29\|6.85\|6.90\|6.79\|40259;2026-04-14\|6.84\|0.00\|6.90\|6.90\|6.75\|47979;2026-04-15\|6.78\|-0.88\|6.87\|6.92\|6.75\|59850;2026-04-16\|6.89\|1.62\|6.82\|6.93\|6.75\|74913;2026-04-17\|6.77\|-1.74\|6.90\|6.91\|6.75\|63289;2026-04-20\|6.73\|-0.59\|6.75\|6.77\|6.65\|60257;2026-04-21\|6.50\|-3.42\|6.70\|6.70\|6.41\|134739;2026-04-22\|6.49\|-0.15\|6.48\|6.49\|6.34\|85069;2026-04-23\|6.37\|-1.85\|6.45\|6.48\|6.33\|84054;2026-04-24\|6.35\|-0.31\|6.35\|6.40\|6.22\|69957;2026-04-27\|6.39\|0.63\|6.32\|6.39\|6.15\|81296;2026-04-28\|6.30\|-1.41\|6.33\|6.39\|6.24\|62690;2026-04-29\|6.41\|1.75\|6.30\|6.47\|6.25\|82597;2026-04-30\|6.41\|0.00\|6.39\|6.46\|6.34\|61315;2026-05-06\|6.41\|0.00\|6.46\|6.46\|6.38\|71374;2026-05-07\|6.39\|-0.31\|6.41\|6.56\|6.38\|84179;2026-05-08\|6.43\|0.63\|6.38\|6.45\|6.36\|56719;2026-05-11\|6.36\|-1.09\|6.44\|6.47\|6.32\|70884;2026-05-12\|6.18\|-2.83\|6.35\|6.40\|6.17\|96602;2026-05-13\|6.17\|-0.16\|6.18\|6.21\|6.14\|76677;2026-05-14\|5.97\|-3.24\|6.16\|6.19\|5.96\|91223;2026-05-15\|5.91\|-1.00\|5.93\|6.00\|5.88\|68137;2026-05-18\|5.88\|-0.51\|5.91\|5.92\|5.78\|77263;2026-05-19\|5.91\|0.51\|5.89\|5.99\|5.81\|55533;2026-05-20\|5.77\|-2.37\|5.88\|5.88\|5.72\|53373;2026-05-21\|5.60\|-2.95\|5.81\|5.86\|5.58\|68503;2026-05-22\|5.71\|1.96\|5.61\|5.72\|5.56\|63963;2026-05-25\|5.65\|-1.05\|5.70\|5.78\|5.62\|58939;2026-05-26\|5.56\|-1.59\|5.62\|5.65\|5.47\|62306;2026-05-27\|5.40\|-2.88\|5.53\|5.54\|5.36\|69898;2026-05-28\|5.50\|1.85\|5.37\|5.54\|5.35\|71084;2026-05-29\|5.41\|-1.64\|5.53\|5.54\|5.37\|66294;2026-06-01\|5.57\|2.96\|5.38\|5.61\|5.33\|84192;2026-06-02\|5.47\|-1.80\|5.57\|5.57\|5.37\|74306;2026-06-03\|5.37\|-1.83\|5.51\|5.54\|5.34\|74764;2026-06-04\|5.25\|-2.23\|5.35\|5.39\|5.21\|66458;2026-06-05\|5.32\|1.33\|5.24\|5.41\|5.21\|92131;2026-06-08\|5.05\|-5.08\|5.28\|5.31\|5.00\|97345;2026-06-09\|5.12\|1.39\|5.10\|5.17\|5.02\|85672;2026-06-10\|5.05\|-1.37\|5.12\|5.14\|4.99\|69296;2026-06-11\|5.02\|-0.59\|4.98\|5.04\|4.90\|72597;2026-06-12\|5.14\|2.39\|5.06\|5.21\|5.00\|92271;2026-06-15\|5.19\|0.97\|5.16\|5.34\|5.13\|78920;2026-06-16\|5.27\|1.54\|5.16\|5.35\|5.02\|114121;2026-06-17\|5.16\|-2.09\|5.27\|5.28\|5.12\|76101;2026-06-18\|5.15\|-0.19\|5.16\|5.23\|5.01\|63642;2026-06-22\|5.23\|1.55\|5.16\|5.24\|4.93\|87832;2026-06-23\|5.29\|1.15\|5.20\|5.42\|5.13\|109542;2026-06-24\|5.22\|-1.32\|5.28\|5.33\|5.16\|81871;2026-06-25\|5.12\|-1.92\|5.23\|5.26\|5.04\|71157;2026-06-26\|5.05\|-1.37\|5.07\|5.19\|4.94\|95454;2026-06-29\|5.56\|10.10\|5.09\|5.56\|4.87\|215093;2026-06-30\|6.12\|10.07\|5.61\|6.12\|5.60\|305007;2026-07-01\|6.08\|-0.65\|6.06\|6.29\|5.92\|286145;2026-07-02\|6.00\|-1.32\|6.08\|6.34\|5.96\|204427;2026-07-03\|6.09\|1.50\|6.02\|6.25\|6.00\|159698;2026-07-06\|6.03\|-0.99\|5.96\|6.14\|5.96\|119712;2026-07-07\|6.03\|0.00\|6.01\|6.10\|5.77\|147799;2026-07-08\|6.06\|0.50\|6.00\|6.24\|5.94\|154398;2026-07-09\|6.55\|8.09\|6.01\|6.67\|5.92\|398736
118047	行业估值处于历史低位	重组胶原蛋白+大单品+H股上市行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年5月6日一季度业绩交流会，公司重组胶原蛋白技术已迭代至3.0阶段，创新添加“IV型+VII型”新型重组双胶原，形成功效更全面的“多胶原”复合体系；公司已构建从研发到量产的制药级全链路自主可控体系。 2、据2026年5月6日一季度业绩交流会，2026年Q1公司线上自播业务同比增长约75%，自播与达播比例优化至6：4；丸美品牌小红笔眼霜、小金针次抛精华等四大单品及三大套组合计占线上GMV近70%，大单品策略深化。 3、据2025年11月13日公告，公司拟首次公开发行H股并申请在香港联交所主板上市，以增强境外融资能力、加快国际化战略。	公司主营化妆品，首推全人源胶原蛋白，适用于医美术后修复等多种护肤场景	2026-03-02\|29.35\|-3.07\|30.03\|30.24\|29.30\|31544;2026-03-03\|29.04\|-1.06\|29.41\|29.63\|28.91\|24602;2026-03-04\|28.18\|-2.96\|28.75\|29.12\|28.08\|21478;2026-03-05\|28.15\|-0.11\|28.48\|28.53\|27.92\|20424;2026-03-06\|28.40\|0.89\|28.13\|28.43\|27.99\|16607;2026-03-09\|27.90\|-1.76\|28.20\|28.30\|27.68\|22186;2026-03-10\|28.25\|1.25\|28.02\|28.30\|27.85\|20860;2026-03-11\|27.88\|-1.31\|28.23\|28.30\|27.85\|23024;2026-03-12\|27.35\|-1.90\|27.88\|27.88\|27.01\|27384;2026-03-13\|27.44\|0.33\|27.21\|27.76\|27.15\|21155;2026-03-16\|27.91\|1.71\|27.45\|27.95\|27.30\|20549;2026-03-17\|27.85\|-0.21\|27.87\|28.14\|27.73\|15440;2026-03-18\|27.62\|-0.83\|27.80\|28.04\|27.46\|15114;2026-03-19\|26.91\|-2.57\|27.46\|27.55\|26.78\|18674;2026-03-20\|26.81\|-0.37\|26.91\|27.24\|26.78\|15157;2026-03-23\|25.59\|-4.55\|26.60\|26.60\|25.40\|28047;2026-03-24\|26.26\|2.62\|25.95\|26.29\|25.72\|16640;2026-03-25\|26.46\|0.76\|26.26\|26.59\|26.15\|13141;2026-03-26\|26.09\|-1.40\|26.44\|26.75\|26.03\|10492;2026-03-27\|26.66\|2.18\|25.80\|26.69\|25.80\|17567;2026-03-30\|26.67\|0.04\|26.50\|26.85\|26.30\|13403;2026-03-31\|26.50\|-0.64\|26.66\|26.98\|26.39\|11935;2026-04-01\|26.11\|-1.47\|26.50\|26.75\|24.88\|52508;2026-04-02\|25.38\|-2.80\|26.01\|26.01\|25.13\|30053;2026-04-03\|24.36\|-4.02\|25.38\|25.38\|24.30\|23533;2026-04-07\|24.31\|-0.21\|24.36\|24.48\|24.07\|13356;2026-04-08\|25.07\|3.13\|24.88\|25.10\|24.71\|21291;2026-04-09\|24.20\|-3.47\|24.96\|24.96\|24.14\|24887;2026-04-10\|24.82\|2.56\|24.20\|25.02\|24.20\|25445;2026-04-13\|24.43\|-1.57\|24.81\|24.81\|24.14\|21291;2026-04-14\|24.59\|0.65\|24.50\|24.61\|24.25\|14034;2026-04-15\|24.70\|0.45\|24.69\|24.95\|24.50\|14650;2026-04-16\|24.84\|0.57\|24.70\|24.86\|24.23\|17997;2026-04-17\|24.59\|-1.01\|24.60\|24.68\|24.35\|14569;2026-04-20\|24.91\|1.30\|24.59\|24.95\|24.46\|21269;2026-04-21\|24.75\|-0.64\|24.97\|25.27\|24.60\|17225;2026-04-22\|24.43\|-1.29\|24.65\|24.77\|24.22\|20461;2026-04-23\|24.82\|1.60\|24.41\|24.98\|24.29\|25928;2026-04-24\|24.93\|0.44\|24.82\|25.33\|24.62\|29624;2026-04-27\|25.31\|1.52\|24.93\|25.72\|24.90\|25442;2026-04-28\|24.65\|-2.61\|25.13\|25.59\|24.55\|29805;2026-04-29\|24.94\|1.18\|24.66\|25.05\|24.60\|19143;2026-04-30\|25.17\|0.92\|24.60\|25.30\|24.60\|22500;2026-05-06\|25.41\|0.95\|25.17\|25.60\|24.91\|28291;2026-05-07\|25.51\|0.39\|25.40\|25.90\|25.23\|24585;2026-05-08\|25.62\|0.43\|25.50\|25.65\|25.37\|20181;2026-05-11\|26.15\|2.07\|25.65\|26.64\|25.10\|43442;2026-05-12\|25.93\|-0.84\|26.00\|26.20\|25.65\|24220;2026-05-13\|25.58\|-1.35\|26.00\|26.00\|25.51\|19466;2026-05-14\|25.29\|-1.13\|25.60\|25.70\|25.10\|17652;2026-05-15\|24.83\|-1.82\|25.29\|25.29\|24.68\|19021;2026-05-18\|24.69\|-0.56\|24.81\|24.94\|24.41\|13992;2026-05-19\|24.87\|0.73\|24.69\|25.10\|24.69\|11656;2026-05-20\|24.26\|-2.45\|24.81\|24.81\|24.11\|18386;2026-05-21\|24.28\|0.08\|24.26\|25.09\|24.20\|23724;2026-05-22\|23.79\|-2.02\|24.45\|24.49\|23.70\|21225;2026-05-25\|23.86\|0.29\|23.71\|23.87\|23.32\|16173;2026-05-26\|23.40\|-1.93\|23.86\|23.86\|23.11\|15539;2026-05-27\|23.42\|0.09\|23.36\|23.53\|22.81\|20173;2026-05-28\|22.68\|-3.16\|23.40\|23.40\|22.50\|16974;2026-05-29\|23.68\|4.41\|22.70\|24.15\|22.48\|37912;2026-06-01\|24.33\|2.74\|23.66\|24.44\|23.49\|26489;2026-06-02\|23.65\|-2.79\|24.00\|24.45\|23.53\|20156;2026-06-03\|23.22\|-1.82\|23.66\|23.68\|22.81\|21872;2026-06-04\|22.74\|-2.07\|23.19\|23.48\|22.57\|14019;2026-06-05\|22.96\|0.97\|22.75\|23.66\|22.75\|20617;2026-06-08\|22.28\|-2.96\|22.52\|23.18\|21.66\|21338;2026-06-09\|21.90\|-1.71\|22.28\|22.46\|21.70\|18634;2026-06-10\|21.87\|-0.14\|21.87\|22.15\|21.50\|12472;2026-06-11\|21.37\|-2.29\|21.83\|21.99\|21.20\|12369;2026-06-12\|22.25\|4.12\|21.30\|22.61\|21.25\|25720;2026-06-15\|22.29\|0.18\|22.25\|22.55\|22.04\|15783;2026-06-16\|22.08\|-0.94\|22.10\|22.36\|22.02\|15728;2026-06-17\|21.76\|-1.45\|22.09\|22.09\|21.27\|23920;2026-06-18\|22.43\|3.08\|21.64\|22.59\|21.36\|26441;2026-06-22\|21.59\|-3.75\|22.34\|22.36\|21.20\|29633;2026-06-23\|22.53\|4.35\|21.51\|23.05\|21.38\|39053;2026-06-24\|22.02\|-2.26\|22.50\|22.51\|21.95\|22995;2026-06-25\|22.17\|0.68\|22.00\|22.18\|21.20\|27732;2026-06-26\|23.25\|4.87\|22.17\|23.43\|21.73\|48489;2026-06-29\|25.58\|10.02\|23.33\|25.58\|23.10\|70776;2026-06-30\|28.14\|10.01\|25.58\|28.14\|25.01\|152184;2026-07-01\|29.13\|3.52\|28.28\|30.76\|28.28\|163619;2026-07-02\|27.77\|-4.67\|28.50\|29.65\|27.51\|121375;2026-07-03\|29.16\|5.01\|27.52\|29.43\|26.79\|117751;2026-07-06\|31.12\|6.72\|28.49\|31.30\|28.48\|112547;2026-07-07\|30.95\|-0.55\|30.59\|31.96\|29.73\|91216;2026-07-08\|29.81\|-3.68\|30.81\|31.40\|29.73\|68631;2026-07-09\|30.49\|2.28\|29.38\|30.72\|29.04\|67937
118046	行业估值处于历史低位	农批市场+国企+回购注销 1、据浙江东日2025年年度报告，公司是国内为数不多的从事农批市场专业运营的国有控股上市公司，其娄桥板块市场集群已成为浙南闽北地区的农产品价格形成中心，具备显著的区位与规模优势。 2、据浙江东日2025年年度报告，公司最终控制人为温州市人民政府国有资产监督管理委员会，属于国有企业。 3、据浙江东日2026年6月26日公告，公司2026年第二次临时股东会审议通过《关于要求浙江东日股份有限公司终止2023年限制性股票激励计划暨回购注销限制性股票的议案》；据公司2026年6月9日公告，控股股东提请终止激励计划并回购注销已授予尚未解除限售的限制性股票。	1、公司主营业务收入主要来自于农副产品批发交易市场业务和生鲜食材配送业务； 2、子公司培安美此前与首都医科大学开展业务洽谈，推进脑机接口技术研发与产业化	2026-03-02\|57.14\|-0.04\|56.76\|57.35\|55.70\|34895;2026-03-03\|57.26\|0.21\|57.24\|57.74\|56.70\|36167;2026-03-04\|56.39\|-1.52\|57.05\|58.50\|56.05\|36225;2026-03-05\|56.15\|-0.43\|56.87\|57.30\|55.39\|32161;2026-03-06\|57.10\|1.69\|56.10\|57.64\|55.61\|34100;2026-03-09\|57.88\|1.37\|57.10\|58.73\|57.10\|46090;2026-03-10\|57.42\|-0.79\|58.36\|58.99\|57.12\|32244;2026-03-11\|57.32\|-0.17\|57.44\|58.28\|56.53\|31380;2026-03-12\|56.49\|-1.45\|57.30\|57.30\|56.25\|22825;2026-03-13\|55.72\|-1.36\|55.93\|56.78\|55.66\|19549;2026-03-16\|55.58\|-0.25\|56.00\|56.00\|54.50\|21040;2026-03-17\|54.77\|-1.46\|55.27\|56.30\|54.67\|17417;2026-03-18\|54.73\|-0.07\|55.00\|55.18\|53.56\|27732;2026-03-19\|53.20\|-2.80\|54.36\|55.00\|53.06\|27019;2026-03-20\|55.77\|4.83\|53.35\|56.70\|53.30\|63031;2026-03-23\|52.69\|-5.52\|55.15\|55.45\|52.34\|43252;2026-03-24\|53.00\|0.59\|53.49\|53.80\|52.44\|27683;2026-03-25\|51.30\|-3.21\|53.09\|54.10\|51.12\|57891;2026-03-26\|50.49\|-1.58\|51.44\|53.00\|50.29\|43673;2026-03-27\|50.17\|-0.63\|50.06\|51.90\|48.07\|68335;2026-03-30\|50.26\|0.18\|49.86\|51.72\|49.00\|56373;2026-03-31\|49.28\|-1.95\|50.26\|50.79\|49.23\|32176;2026-04-01\|48.69\|-1.20\|49.42\|50.68\|48.50\|35361;2026-04-02\|47.20\|-3.06\|48.75\|48.78\|46.41\|58572;2026-04-03\|46.52\|-1.44\|47.17\|47.50\|45.65\|60216;2026-04-07\|47.05\|1.14\|46.75\|48.10\|45.01\|64990;2026-04-08\|47.55\|1.06\|47.95\|48.00\|47.17\|36501;2026-04-09\|46.65\|-1.89\|47.16\|47.90\|46.62\|33827;2026-04-10\|46.63\|-0.04\|46.74\|47.46\|46.52\|27238;2026-04-13\|46.50\|-0.28\|46.58\|46.99\|46.00\|22061;2026-04-14\|46.45\|-0.11\|46.97\|47.00\|45.89\|26075;2026-04-15\|45.58\|-1.87\|46.40\|46.54\|45.30\|36936;2026-04-16\|46.50\|2.02\|45.46\|46.99\|45.00\|45737;2026-04-17\|47.19\|1.77\|46.22\|48.69\|46.08\|52813;2026-04-20\|46.51\|-1.44\|47.05\|47.88\|46.34\|33342;2026-04-21\|45.50\|-2.17\|46.25\|46.97\|45.48\|33599;2026-04-22\|44.84\|-1.45\|45.40\|45.88\|44.72\|36117;2026-04-23\|45.97\|2.52\|44.96\|46.98\|43.84\|60423;2026-04-24\|45.30\|-1.46\|46.01\|47.00\|45.13\|38917;2026-04-27\|45.03\|-0.60\|44.78\|45.49\|44.75\|26001;2026-04-28\|44.58\|-1.00\|45.06\|45.47\|44.35\|24257;2026-04-29\|45.20\|1.39\|44.57\|45.57\|44.20\|38676;2026-04-30\|44.68\|-1.15\|45.23\|46.18\|44.32\|40781;2026-05-06\|49.15\|10.00\|44.93\|49.15\|44.79\|47081;2026-05-07\|49.38\|0.47\|52.10\|53.56\|48.32\|156221;2026-05-08\|47.94\|-2.92\|49.38\|50.00\|47.75\|73578;2026-05-11\|45.96\|-4.13\|48.41\|48.43\|45.81\|71485;2026-05-12\|43.53\|-5.29\|45.96\|45.98\|43.23\|68803;2026-05-13\|45.11\|3.63\|43.00\|47.58\|40.93\|123907;2026-05-14\|43.99\|-2.48\|46.10\|46.10\|43.86\|63795;2026-05-15\|42.88\|-2.52\|43.99\|44.58\|42.52\|38526;2026-05-18\|42.43\|-1.05\|42.88\|43.95\|42.01\|49986;2026-05-19\|41.64\|-1.86\|41.95\|42.85\|41.27\|35497;2026-05-20\|40.54\|-2.64\|41.55\|41.59\|40.15\|45366;2026-05-21\|37.68\|-7.05\|41.00\|41.23\|37.59\|93042;2026-05-22\|39.12\|3.82\|37.80\|41.18\|36.52\|98078;2026-05-25\|37.47\|-4.22\|39.40\|39.40\|37.09\|61644;2026-05-26\|37.59\|0.32\|37.10\|38.18\|35.60\|63588;2026-05-27\|37.08\|-1.36\|37.00\|37.69\|35.70\|54948;2026-05-28\|37.50\|1.13\|37.45\|38.33\|36.55\|61910;2026-05-29\|37.77\|0.72\|37.69\|38.50\|37.31\|66689;2026-06-01\|38.83\|2.81\|37.79\|39.97\|37.14\|90617;2026-06-02\|36.80\|-5.23\|38.88\|39.00\|36.66\|62824;2026-06-03\|35.92\|-2.39\|36.80\|37.11\|35.71\|56431;2026-06-04\|35.78\|-0.39\|36.49\|36.97\|35.30\|47759;2026-06-05\|36.58\|2.24\|35.57\|37.75\|35.41\|64630;2026-06-08\|35.35\|-3.36\|36.29\|36.88\|35.00\|50838;2026-06-09\|35.07\|-0.79\|35.78\|36.46\|34.89\|49764;2026-06-10\|34.45\|-1.77\|34.67\|35.30\|34.00\|51017;2026-06-11\|34.20\|-0.73\|34.46\|34.86\|33.72\|44778;2026-06-12\|35.85\|4.82\|33.86\|36.21\|33.86\|71181;2026-06-15\|36.14\|0.81\|35.80\|36.42\|35.41\|44308;2026-06-16\|35.59\|-1.52\|36.14\|36.14\|35.15\|47036;2026-06-17\|34.00\|-4.47\|35.68\|35.68\|33.97\|42205;2026-06-18\|32.99\|-2.97\|33.98\|33.98\|32.40\|83145;2026-06-22\|30.44\|-7.73\|32.80\|32.83\|30.11\|126906;2026-06-23\|29.97\|-1.54\|29.56\|31.50\|28.41\|207264;2026-06-24\|29.82\|-0.50\|30.57\|30.88\|29.15\|115904;2026-06-25\|28.16\|-5.57\|29.87\|30.40\|28.05\|114087;2026-06-26\|27.42\|-2.63\|28.08\|28.78\|27.20\|139013;2026-06-29\|30.16\|9.99\|27.34\|30.16\|26.17\|99664;2026-06-30\|33.18\|10.01\|31.38\|33.18\|30.68\|109144;2026-07-01\|36.50\|10.01\|35.59\|36.50\|35.18\|131806;2026-07-02\|36.15\|-0.96\|36.50\|38.98\|35.55\|316016;2026-07-03\|34.40\|-4.84\|36.50\|38.41\|34.13\|201301;2026-07-06\|33.85\|-1.60\|34.39\|35.64\|33.59\|126850;2026-07-07\|31.58\|-6.71\|33.81\|33.92\|31.49\|120874;2026-07-08\|29.99\|-5.03\|31.50\|32.78\|29.96\|109317;2026-07-09\|30.07\|0.27\|30.03\|30.82\|29.20\|85133
118045	行业估值处于历史低位	涨停揭秘：行业估值处于历史低位叠加暑期照明需求升温，LED道路照明订单预期改善；涨停缘由：大消费板块整体估值修复，公司深耕大功率LED照明二十余年，产品覆盖道路、隧道等刚需场景；近期多地启动城市更新及智慧路灯改造项目，带动订单预期回暖；资金逻辑：板块资金回流明显，多只消费股同步异动，勤上股份换手率放大，显示低位筹码松动与抄底资金介入；风险提示：公司近年盈利承压，营收增长乏力，缺乏明确新增长极，反弹持续性存疑	公司深耕大功率LED照明二十余年，产品覆盖道路、隧道、景观等场景	2026-03-02\|3.12\|-1.89\|3.13\|3.22\|3.11\|448160;2026-03-03\|3.18\|1.92\|3.18\|3.35\|3.12\|810924;2026-03-04\|3.21\|0.94\|3.19\|3.25\|3.13\|476096;2026-03-05\|3.46\|7.79\|3.25\|3.53\|3.23\|1442530;2026-03-06\|3.58\|3.47\|3.52\|3.60\|3.37\|1185326;2026-03-09\|3.60\|0.56\|3.59\|3.65\|3.45\|956868;2026-03-10\|3.77\|4.72\|3.65\|3.80\|3.62\|804729;2026-03-11\|4.09\|8.49\|3.76\|4.14\|3.72\|1341943;2026-03-12\|4.24\|3.67\|4.10\|4.28\|4.04\|1454712;2026-03-13\|4.10\|-3.30\|4.16\|4.27\|4.00\|1080394;2026-03-16\|4.03\|-1.71\|4.16\|4.19\|3.96\|810396;2026-03-17\|4.10\|1.74\|4.06\|4.25\|4.03\|786976;2026-03-18\|4.23\|3.17\|4.13\|4.25\|4.05\|731739;2026-03-19\|3.97\|-6.15\|4.28\|4.38\|3.90\|1379197;2026-03-20\|3.77\|-5.04\|4.05\|4.09\|3.75\|1103118;2026-03-23\|3.84\|1.86\|3.70\|4.00\|3.65\|1006376;2026-03-24\|4.05\|5.47\|3.92\|4.06\|3.80\|695708;2026-03-25\|4.21\|3.95\|4.09\|4.22\|4.04\|629400;2026-03-26\|4.18\|-0.71\|4.22\|4.38\|4.16\|637952;2026-03-27\|4.42\|5.74\|4.18\|4.60\|4.09\|1286452;2026-03-30\|4.31\|-2.49\|4.35\|4.40\|4.13\|958974;2026-03-31\|4.23\|-1.86\|4.32\|4.41\|4.22\|523332;2026-04-01\|4.34\|2.60\|4.32\|4.40\|4.19\|534901;2026-04-02\|4.25\|-2.07\|4.30\|4.32\|4.15\|514712;2026-04-03\|4.11\|-3.29\|4.28\|4.30\|4.09\|376484;2026-04-07\|4.19\|1.95\|4.14\|4.27\|4.09\|430713;2026-04-08\|4.36\|4.06\|4.23\|4.37\|4.22\|498319;2026-04-09\|4.26\|-2.29\|4.31\|4.39\|4.20\|420494;2026-04-10\|4.27\|0.23\|4.23\|4.38\|4.18\|525231;2026-04-13\|4.51\|5.62\|4.21\|4.54\|4.10\|945544;2026-04-14\|4.71\|4.43\|4.60\|4.94\|4.53\|1255350;2026-04-15\|4.73\|0.42\|4.68\|4.80\|4.60\|665251;2026-04-16\|4.74\|0.21\|4.75\|4.80\|4.60\|548800;2026-04-17\|4.69\|-1.05\|4.74\|4.78\|4.65\|459748;2026-04-20\|4.53\|-3.41\|4.64\|4.69\|4.47\|506132;2026-04-21\|4.49\|-0.88\|4.52\|4.53\|4.41\|375717;2026-04-22\|4.48\|-0.22\|4.53\|4.56\|4.40\|372066;2026-04-23\|4.33\|-3.35\|4.48\|4.49\|4.30\|437776;2026-04-24\|4.48\|3.46\|4.28\|4.53\|4.22\|433157;2026-04-27\|4.55\|1.56\|4.53\|4.58\|4.43\|373492;2026-04-28\|4.56\|0.22\|4.55\|4.65\|4.47\|341762;2026-04-29\|4.44\|-2.63\|4.56\|4.63\|4.42\|479751;2026-04-30\|4.68\|5.41\|4.45\|4.75\|4.41\|664738;2026-05-06\|4.72\|0.85\|4.74\|4.81\|4.61\|477898;2026-05-07\|4.70\|-0.42\|4.71\|5.17\|4.70\|915550;2026-05-08\|4.82\|2.55\|4.69\|4.90\|4.56\|687430;2026-05-11\|4.79\|-0.62\|4.82\|4.89\|4.54\|820105;2026-05-12\|4.64\|-3.13\|4.88\|4.88\|4.61\|444726;2026-05-13\|4.83\|4.09\|4.61\|4.89\|4.60\|712070;2026-05-14\|4.55\|-5.80\|4.85\|4.89\|4.48\|745878;2026-05-15\|4.43\|-2.64\|4.55\|4.66\|4.39\|540924;2026-05-18\|4.50\|1.58\|4.36\|4.66\|4.25\|542164;2026-05-19\|4.34\|-3.56\|4.50\|4.55\|4.28\|404081;2026-05-20\|4.46\|2.77\|4.38\|4.58\|4.30\|469950;2026-05-21\|4.25\|-4.71\|4.47\|4.52\|4.24\|463824;2026-05-22\|4.34\|2.12\|4.24\|4.41\|4.13\|381749;2026-05-25\|4.29\|-1.15\|4.34\|4.45\|4.27\|353561;2026-05-26\|4.29\|0.00\|4.30\|4.35\|4.17\|334076;2026-05-27\|4.52\|5.36\|4.27\|4.70\|4.22\|934455;2026-05-28\|4.62\|2.21\|4.50\|4.65\|4.43\|613315;2026-05-29\|4.54\|-1.73\|4.62\|4.71\|4.27\|744008;2026-06-01\|4.55\|0.22\|4.50\|4.78\|4.49\|752890;2026-06-02\|4.41\|-3.08\|4.54\|4.57\|4.33\|413338;2026-06-03\|4.46\|1.13\|4.40\|4.50\|4.34\|328032;2026-06-04\|4.41\|-1.12\|4.44\|4.47\|4.37\|267775;2026-06-05\|4.31\|-2.27\|4.41\|4.51\|4.28\|368322;2026-06-08\|4.18\|-3.02\|4.15\|4.35\|4.10\|279526;2026-06-09\|4.17\|-0.24\|4.23\|4.25\|4.10\|234843;2026-06-10\|4.01\|-3.84\|4.17\|4.17\|3.92\|367639;2026-06-11\|4.16\|3.74\|3.98\|4.24\|3.91\|409832;2026-06-12\|4.03\|-3.12\|4.22\|4.23\|4.03\|261570;2026-06-15\|4.09\|1.49\|4.01\|4.10\|3.97\|442096;2026-06-16\|4.09\|0.00\|4.08\|4.14\|4.03\|359886;2026-06-17\|3.98\|-2.69\|4.08\|4.10\|3.93\|488399;2026-06-18\|4.08\|2.51\|3.98\|4.17\|3.87\|456577;2026-06-22\|3.91\|-4.17\|4.02\|4.12\|3.84\|514233;2026-06-23\|3.96\|1.28\|3.90\|3.98\|3.88\|309818;2026-06-24\|3.96\|0.00\|3.94\|4.00\|3.87\|386307;2026-06-25\|3.84\|-3.03\|3.96\|4.11\|3.80\|566852;2026-06-26\|3.65\|-4.95\|3.84\|3.84\|3.61\|426306;2026-06-29\|4.02\|10.14\|3.64\|4.02\|3.62\|780591;2026-06-30\|4.42\|9.95\|4.28\|4.42\|4.28\|217721;2026-07-01\|4.38\|-0.91\|4.42\|4.49\|4.28\|1031570;2026-07-02\|4.11\|-6.16\|4.32\|4.35\|4.00\|842396;2026-07-03\|4.01\|-2.43\|4.18\|4.22\|4.01\|364318;2026-07-06\|3.90\|-2.74\|4.06\|4.10\|3.85\|354626;2026-07-07\|3.87\|-0.77\|3.86\|3.96\|3.76\|253987;2026-07-08\|3.70\|-4.39\|3.86\|3.87\|3.68\|264301;2026-07-09\|3.84\|3.78\|3.70\|3.91\|3.69\|287575
118044	英伟达Rubin成全球首个100%液冷AI计算平台	涨停揭秘：英伟达Rubin液冷平台落地+合资公司加速推进；涨停缘由：英伟达Rubin平台全面采用液冷技术打开千亿级增量市场、公司液冷散热模组已进入头部服务器厂商供应链、合资公司落地进度超预期有望年内实现量产、AI算力基建提速带来订单可见度提升；资金逻辑：主力资金连续三日净流入7月1日单日净流入超千万、机构调研频次显著增加Q2以来接待超20家公募及券商、融资余额环比增长12%杠杆资金积极布局；风险提示：合资公司尚未完成工商登记存在落地不及预期风险、液冷业务营收占比仍较低短期业绩贡献有限、技术迭代快客户认证周期长。	公司拟出资9250万元设立合资公司，专注服务器液冷散热业务	2026-03-02\|227.19\|15.03\|197.50\|230.10\|197.00\|67874;2026-03-03\|240.88\|6.03\|235.69\|255.00\|235.69\|77790;2026-03-04\|247.02\|2.55\|240.24\|251.77\|230.02\|46803;2026-03-05\|248.99\|0.80\|250.01\|258.88\|243.12\|43630;2026-03-06\|264.88\|6.38\|254.80\|272.00\|251.00\|51412;2026-03-09\|251.99\|-4.87\|256.91\|258.23\|229.00\|66687;2026-03-10\|254.10\|0.84\|258.00\|258.00\|241.00\|30385;2026-03-11\|262.50\|3.31\|254.11\|262.50\|254.00\|25288;2026-03-12\|251.06\|-4.36\|261.33\|264.11\|247.05\|24532;2026-03-13\|244.46\|-2.63\|252.82\|256.99\|243.40\|22557;2026-03-16\|253.97\|3.89\|251.01\|257.77\|241.16\|35128;2026-03-17\|240.15\|-5.44\|258.68\|259.09\|240.10\|22583;2026-03-18\|237.85\|-0.96\|243.25\|244.55\|235.67\|23260;2026-03-19\|242.00\|1.74\|238.00\|245.50\|228.00\|33138;2026-03-20\|247.00\|2.07\|253.63\|274.73\|244.10\|51989;2026-03-23\|222.20\|-10.04\|237.00\|238.99\|217.53\|52045;2026-03-24\|231.85\|4.34\|226.42\|236.66\|220.21\|26895;2026-03-25\|243.30\|4.94\|233.39\|249.99\|232.00\|29260;2026-03-26\|238.08\|-2.15\|243.31\|246.78\|236.40\|16865;2026-03-27\|257.00\|7.95\|232.80\|257.80\|230.23\|34513;2026-03-30\|257.20\|0.08\|254.01\|260.92\|245.35\|27847;2026-03-31\|245.50\|-4.55\|257.26\|259.00\|243.88\|24495;2026-04-01\|248.30\|1.14\|252.51\|255.00\|246.03\|16018;2026-04-02\|242.99\|-2.14\|250.00\|259.87\|242.00\|19953;2026-04-03\|253.20\|4.20\|245.00\|257.00\|233.91\|32668;2026-04-07\|242.60\|-4.19\|253.18\|255.25\|241.28\|25044;2026-04-08\|259.80\|7.09\|247.62\|261.72\|247.62\|30999;2026-04-09\|264.00\|1.62\|255.52\|266.90\|252.66\|23000;2026-04-10\|280.00\|6.06\|265.33\|290.99\|265.00\|35084;2026-04-13\|275.00\|-1.79\|274.96\|282.00\|274.08\|21629;2026-04-14\|276.00\|0.36\|276.89\|277.78\|271.13\|17263;2026-04-15\|275.18\|-0.30\|276.00\|277.80\|266.01\|18068;2026-04-16\|276.48\|0.47\|276.04\|277.38\|271.17\|15584;2026-04-17\|266.80\|-3.50\|275.18\|289.88\|265.61\|37965;2026-04-20\|261.00\|-2.17\|265.50\|268.88\|257.00\|23020;2026-04-21\|258.84\|-0.83\|261.00\|270.00\|257.00\|23663;2026-04-22\|262.50\|1.41\|258.00\|269.69\|255.88\|22603;2026-04-23\|264.99\|0.95\|263.83\|267.28\|255.66\|21800;2026-04-24\|259.66\|-2.01\|264.98\|268.20\|257.30\|14935;2026-04-27\|266.86\|2.77\|260.69\|268.00\|260.07\|21360;2026-04-28\|263.79\|-1.15\|252.00\|274.00\|250.00\|26060;2026-04-29\|269.36\|2.11\|263.80\|280.00\|263.80\|27415;2026-04-30\|279.16\|3.64\|271.00\|280.00\|266.29\|22562;2026-05-06\|285.50\|2.27\|282.01\|295.55\|281.18\|28190;2026-05-07\|288.00\|0.88\|287.00\|290.00\|280.00\|16956;2026-05-08\|296.47\|2.94\|287.99\|302.00\|287.58\|24617;2026-05-11\|298.98\|0.85\|300.00\|304.98\|287.00\|30130;2026-05-12\|288.64\|-3.46\|298.26\|299.00\|288.11\|18263;2026-05-13\|288.88\|0.08\|288.98\|299.83\|283.50\|26448;2026-05-14\|288.07\|-0.28\|288.94\|295.99\|284.40\|22080;2026-05-15\|279.00\|-3.15\|288.12\|291.99\|276.62\|21126;2026-05-18\|270.28\|-3.13\|276.22\|279.00\|267.70\|21451;2026-05-19\|273.68\|1.26\|268.52\|274.84\|261.08\|17634;2026-05-20\|291.18\|6.39\|275.00\|293.41\|274.00\|23051;2026-05-21\|277.10\|-4.84\|293.80\|301.99\|276.10\|21340;2026-05-22\|288.62\|4.16\|283.01\|293.00\|273.89\|19981;2026-05-25\|309.97\|7.40\|291.72\|313.50\|287.80\|33761;2026-05-26\|325.80\|5.11\|316.17\|333.00\|310.00\|39400;2026-05-27\|333.04\|2.22\|327.17\|347.00\|327.17\|36024;2026-05-28\|337.75\|1.41\|331.20\|338.80\|325.00\|21452;2026-05-29\|333.99\|-1.05\|336.90\|347.75\|330.00\|22769;2026-06-01\|321.79\|-3.65\|335.00\|356.68\|318.18\|32078;2026-06-02\|317.68\|-1.28\|320.30\|325.66\|309.02\|21770;2026-06-03\|323.01\|1.68\|321.05\|335.65\|313.00\|23861;2026-06-04\|316.66\|-1.97\|319.50\|320.00\|310.88\|17193;2026-06-05\|315.02\|-0.52\|316.18\|320.93\|308.00\|15493;2026-06-08\|295.01\|-6.35\|307.88\|311.99\|290.95\|23639;2026-06-09\|300.02\|1.70\|300.00\|303.88\|295.18\|13799;2026-06-10\|290.68\|-3.11\|296.39\|297.48\|286.49\|15878;2026-06-11\|296.85\|2.12\|286.89\|300.98\|286.89\|18909;2026-06-12\|291.72\|-1.73\|303.00\|305.98\|284.00\|18142;2026-06-15\|313.00\|7.29\|290.54\|314.00\|286.00\|26866;2026-06-16\|316.91\|1.25\|315.15\|323.00\|307.31\|18530;2026-06-17\|322.64\|1.81\|313.36\|325.00\|312.00\|16964;2026-06-18\|337.12\|4.49\|322.64\|339.66\|320.00\|21577;2026-06-22\|337.97\|0.25\|335.97\|340.88\|325.50\|21976;2026-06-23\|322.50\|-4.58\|340.65\|344.66\|316.00\|24328;2026-06-24\|344.37\|6.78\|320.99\|346.66\|316.88\|26393;2026-06-25\|363.29\|5.49\|350.00\|373.50\|346.78\|32231;2026-06-26\|345.20\|-4.98\|360.00\|360.00\|335.50\|31017;2026-06-29\|347.50\|0.67\|351.00\|356.00\|334.00\|20319;2026-06-30\|383.96\|10.49\|352.00\|386.21\|350.00\|33133;2026-07-01\|343.50\|-10.54\|387.01\|387.01\|330.02\|44768;2026-07-02\|328.28\|-4.43\|336.88\|344.78\|326.00\|25197;2026-07-03\|321.00\|-2.22\|329.41\|333.99\|320.00\|17379;2026-07-06\|328.49\|2.33\|323.64\|335.00\|309.00\|17097;2026-07-07\|315.17\|-4.05\|325.00\|327.99\|312.52\|11736;2026-07-08\|305.88\|-2.95\|317.98\|321.52\|305.88\|10484;2026-07-09\|325.90\|6.55\|310.00\|326.66\|308.80\|18232
118043	英伟达Rubin成全球首个100%液冷AI计算平台	数据中心连接器+中标高速线缆+液冷+机器人行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年6月2日公告，公司近日收到某客户中标通知，确认公司为其某机柜高速线缆部件项目的中标单位。 2、据2026年4月3日年报，公司深度布局数据通讯领域，已成为浪潮、新华三、中科曙光等头部客户供应商，2025年数据通讯类连接器收入同比大增119.64%。 3、据国泰海通证券2026年5月22日研报，公司已与台湾地区多个知名散热产品厂家展开液冷产品洽谈合作，个别客户已下达小批量订单并完成供货。 4、据2025年2月14日互动易，公司应用于人形机器人的连接器产品处于持续研发阶段，已有小批量订单交货，销售收入约数万元。	1、公司液冷板、UQD等零组件已小批量供货台湾地区散热厂并获认可，液冷产品实现小批量商业化突破；一季度净利润增19.6%； 2、公司高频高速连接器可以应用在数据中心、服务器等设备上，目前公司该类产品主要供给浪潮、联想、曙光等客户；公司有研发、生产铜缆高速连接器产品； 3、公司与优必选、云深处等人形机器人公司存在合作关系，并生产供货应用在人形机器人的连接器及线束产品	2026-03-02\|59.85\|3.12\|55.95\|61.50\|55.75\|127066;2026-03-03\|54.95\|-8.19\|59.50\|59.70\|54.58\|91724;2026-03-04\|53.74\|-2.20\|54.00\|56.38\|53.51\|58957;2026-03-05\|52.95\|-1.47\|55.01\|55.01\|52.13\|64991;2026-03-06\|54.69\|3.29\|52.65\|55.35\|51.66\|89387;2026-03-09\|53.97\|-1.32\|51.50\|54.49\|49.61\|81492;2026-03-10\|58.90\|9.13\|54.50\|59.88\|54.28\|131033;2026-03-11\|61.76\|4.86\|58.67\|63.24\|57.92\|203494;2026-03-12\|59.38\|-3.85\|61.76\|61.76\|57.92\|79967;2026-03-13\|58.18\|-2.02\|58.47\|59.22\|57.55\|65247;2026-03-16\|57.53\|-1.12\|57.84\|58.17\|56.00\|42491;2026-03-17\|54.80\|-4.75\|57.74\|58.20\|54.60\|64977;2026-03-18\|56.60\|3.28\|55.51\|57.35\|54.20\|57850;2026-03-19\|53.59\|-5.32\|55.70\|56.17\|53.15\|51157;2026-03-20\|52.52\|-2.00\|54.41\|55.46\|52.50\|53911;2026-03-23\|48.60\|-7.46\|51.10\|52.51\|48.20\|75232;2026-03-24\|50.20\|3.29\|49.84\|50.65\|47.89\|55965;2026-03-25\|52.49\|4.56\|50.07\|54.26\|50.05\|61183;2026-03-26\|52.85\|0.69\|53.08\|55.10\|51.50\|64842;2026-03-27\|52.89\|0.08\|52.53\|53.68\|51.51\|37866;2026-03-30\|52.45\|-0.83\|51.82\|53.05\|51.52\|39725;2026-03-31\|53.25\|1.53\|52.10\|55.80\|51.53\|66361;2026-04-01\|55.64\|4.49\|54.12\|55.88\|53.90\|87433;2026-04-02\|54.65\|-1.78\|53.99\|56.88\|53.19\|89836;2026-04-03\|57.47\|5.16\|55.75\|59.57\|55.00\|100957;2026-04-07\|57.37\|-0.17\|57.48\|58.66\|56.52\|55449;2026-04-08\|60.83\|6.03\|58.90\|60.88\|57.85\|77506;2026-04-09\|69.61\|14.43\|60.01\|71.77\|59.60\|172256;2026-04-10\|67.33\|-3.28\|69.88\|70.10\|67.00\|108989;2026-04-13\|66.40\|-1.38\|66.99\|67.98\|65.50\|77726;2026-04-14\|66.49\|0.14\|68.00\|68.15\|66.00\|72601;2026-04-15\|64.56\|-2.90\|67.00\|67.49\|64.10\|82782;2026-04-16\|67.98\|5.30\|65.50\|69.20\|65.00\|103672;2026-04-17\|69.17\|1.75\|68.50\|71.71\|66.60\|112516;2026-04-20\|68.64\|-0.77\|69.17\|69.99\|67.44\|80472;2026-04-21\|67.70\|-1.37\|67.90\|69.35\|67.29\|58773;2026-04-22\|72.23\|6.69\|67.34\|73.19\|66.81\|98216;2026-04-23\|69.05\|-4.40\|72.00\|72.65\|68.35\|86570;2026-04-24\|68.27\|-1.13\|68.80\|72.90\|68.10\|75702;2026-04-27\|70.94\|3.91\|71.20\|75.68\|70.04\|110850;2026-04-28\|72.27\|1.87\|70.99\|74.15\|70.10\|98722;2026-04-29\|73.01\|1.02\|71.40\|75.30\|71.21\|93011;2026-04-30\|82.34\|12.78\|76.30\|85.00\|76.30\|144597;2026-05-06\|83.31\|1.18\|83.63\|84.48\|80.12\|93710;2026-05-07\|86.85\|4.25\|83.10\|87.28\|82.47\|74303;2026-05-08\|83.90\|-3.40\|85.20\|87.50\|83.60\|71473;2026-05-11\|92.50\|10.25\|83.90\|94.01\|82.25\|106276;2026-05-12\|90.26\|-2.42\|90.91\|95.42\|89.30\|76662;2026-05-13\|95.43\|5.73\|89.00\|95.80\|86.32\|87478;2026-05-14\|97.00\|1.65\|96.20\|102.92\|93.60\|97039;2026-05-15\|94.99\|-2.07\|96.99\|99.58\|93.00\|79449;2026-05-18\|97.55\|2.69\|94.20\|99.50\|92.71\|61244;2026-05-19\|103.42\|6.02\|98.00\|104.18\|96.11\|79883;2026-05-20\|107.01\|3.47\|103.80\|109.99\|98.76\|99620;2026-05-21\|93.50\|-12.62\|107.70\|109.10\|93.15\|133989;2026-05-22\|98.80\|5.67\|95.89\|103.00\|94.50\|81593;2026-05-25\|95.30\|-3.54\|99.96\|99.96\|93.49\|78469;2026-05-26\|93.57\|-1.82\|94.00\|96.38\|91.00\|58477;2026-05-27\|93.42\|-0.16\|93.57\|96.00\|91.30\|56719;2026-05-28\|96.06\|2.83\|93.00\|97.98\|91.58\|51274;2026-05-29\|90.52\|-5.67\|96.20\|96.55\|89.56\|53107;2026-06-01\|85.75\|-5.27\|92.33\|93.00\|85.72\|65909;2026-06-02\|86.78\|1.20\|85.95\|87.80\|84.00\|43014;2026-06-03\|86.01\|-0.89\|87.64\|89.90\|84.88\|62034;2026-06-04\|90.37\|5.07\|85.00\|92.39\|84.10\|70453;2026-06-05\|89.12\|-1.38\|89.49\|93.09\|87.86\|60561;2026-06-08\|84.60\|-5.07\|87.00\|92.88\|83.02\|59716;2026-06-09\|87.15\|3.01\|86.84\|90.62\|84.99\|48301;2026-06-10\|84.61\|-2.91\|85.50\|86.50\|83.31\|36700;2026-06-11\|89.52\|5.80\|84.00\|89.52\|82.90\|64120;2026-06-12\|93.11\|4.01\|93.00\|100.90\|89.61\|130258;2026-06-15\|98.02\|5.27\|96.00\|98.25\|94.00\|76514;2026-06-16\|117.62\|20.00\|98.00\|117.62\|97.09\|108020;2026-06-17\|120.60\|2.53\|119.50\|121.98\|115.00\|106956;2026-06-18\|126.80\|5.14\|121.63\|128.88\|118.27\|90338;2026-06-22\|133.89\|5.59\|128.68\|137.88\|128.68\|97261;2026-06-23\|131.80\|-1.56\|136.72\|137.29\|128.83\|101590;2026-06-24\|144.25\|9.45\|129.50\|147.50\|129.00\|92961;2026-06-25\|140.99\|-2.26\|144.00\|145.72\|140.51\|75134;2026-06-26\|137.37\|-2.57\|140.51\|142.68\|133.88\|67934;2026-06-29\|140.72\|2.44\|136.58\|147.86\|134.50\|70512;2026-06-30\|156.25\|11.04\|140.60\|158.00\|138.08\|82551;2026-07-01\|159.50\|2.08\|163.58\|172.00\|156.31\|98149;2026-07-02\|151.80\|-4.83\|158.08\|165.99\|150.50\|72679;2026-07-03\|151.46\|-0.22\|152.00\|161.55\|150.71\|64310;2026-07-06\|150.36\|-0.73\|152.86\|160.88\|143.03\|75090;2026-07-07\|144.46\|-3.92\|148.94\|151.99\|140.58\|59614;2026-07-08\|147.40\|2.04\|145.00\|152.29\|138.50\|66693;2026-07-09\|148.71\|0.89\|147.40\|150.00\|139.00\|64993
118042	英伟达Rubin成全球首个100%液冷AI计算平台	涨停揭秘：B200芯片液冷散热订单落地+技术壁垒凸显；涨停缘由：0.08毫米超薄铲齿散热架构技术壁垒高已通过B200芯片严苛测试并获批量订单、液冷散热方案适配AI芯片高热密度需求、与台系ODM深度绑定订单能见度提升、研发投入持续加码2025年研发费用同比增长超15%；资金逻辑：游资主导拉升7月1日大单资金净流入明显、龙虎榜显示一线游资席位买入占比超35%、成交量较5日均值放大2.3倍资金抢筹意愿强烈；风险提示：客户集中度高单一客户依赖风险较大、B200订单规模尚未披露业绩弹性有待验证、产能爬坡进度存在不确定性。	公司表示定制开发的0.08毫米铲齿散热架构已获得某台湾客户的订单，已用于B200芯片的液冷散热系统	2026-03-02\|7.27\|-2.55\|7.25\|7.38\|7.17\|353400;2026-03-03\|6.75\|-7.15\|7.28\|7.37\|6.69\|529938;2026-03-04\|6.74\|-0.15\|6.64\|6.94\|6.58\|258870;2026-03-05\|6.97\|3.41\|6.89\|7.08\|6.89\|258328;2026-03-06\|6.93\|-0.57\|6.91\|6.97\|6.85\|187256;2026-03-09\|7.01\|1.15\|6.88\|7.02\|6.63\|326296;2026-03-10\|7.11\|1.43\|7.06\|7.27\|7.00\|295263;2026-03-11\|7.12\|0.14\|7.13\|7.30\|7.08\|277873;2026-03-12\|6.94\|-2.53\|7.09\|7.12\|6.89\|228237;2026-03-13\|6.83\|-1.58\|6.95\|6.97\|6.82\|163885;2026-03-16\|6.81\|-0.29\|6.82\|6.85\|6.65\|210315;2026-03-17\|6.63\|-2.64\|6.83\|6.86\|6.60\|223166;2026-03-18\|6.57\|-0.91\|6.65\|6.68\|6.44\|252499;2026-03-19\|6.35\|-3.35\|6.46\|6.50\|6.32\|221395;2026-03-20\|6.28\|-1.10\|6.41\|6.49\|6.28\|208815;2026-03-23\|5.90\|-6.05\|6.10\|6.21\|5.80\|342186;2026-03-24\|6.19\|4.92\|6.05\|6.19\|5.91\|299127;2026-03-25\|6.26\|1.13\|6.24\|6.33\|6.19\|211386;2026-03-26\|6.11\|-2.40\|6.25\|6.28\|6.09\|156466;2026-03-27\|6.18\|1.15\|5.98\|6.23\|5.95\|193184;2026-03-30\|6.16\|-0.32\|6.11\|6.20\|6.05\|169111;2026-03-31\|5.96\|-3.25\|6.12\|6.18\|5.94\|267476;2026-04-01\|6.10\|2.35\|6.10\|6.14\|5.98\|183476;2026-04-02\|5.88\|-3.61\|6.12\|6.12\|5.87\|167270;2026-04-03\|5.70\|-3.06\|5.91\|5.96\|5.69\|170825;2026-04-07\|5.78\|1.40\|5.70\|5.87\|5.70\|136103;2026-04-08\|6.13\|6.06\|5.90\|6.15\|5.89\|289737;2026-04-09\|6.03\|-1.63\|6.09\|6.16\|5.97\|214972;2026-04-10\|6.03\|0.00\|6.08\|6.15\|6.03\|167195;2026-04-13\|6.03\|0.00\|6.01\|6.08\|5.98\|182341;2026-04-14\|6.10\|1.16\|6.06\|6.12\|5.98\|259634;2026-04-15\|5.98\|-1.97\|6.14\|6.21\|5.98\|252423;2026-04-16\|6.10\|2.01\|6.00\|6.13\|5.95\|222090;2026-04-17\|6.10\|0.00\|6.10\|6.15\|6.00\|204676;2026-04-20\|6.22\|1.97\|6.14\|6.29\|6.11\|339605;2026-04-21\|6.26\|0.64\|6.21\|6.28\|6.02\|370591;2026-04-22\|6.29\|0.48\|6.24\|6.36\|6.18\|280752;2026-04-23\|6.13\|-2.54\|6.29\|6.37\|6.11\|264670;2026-04-24\|6.14\|0.16\|6.11\|6.19\|6.05\|184113;2026-04-27\|6.13\|-0.16\|6.14\|6.17\|6.01\|225955;2026-04-28\|5.92\|-3.43\|6.09\|6.11\|5.88\|263002;2026-04-29\|6.16\|4.05\|5.82\|6.32\|5.80\|431631;2026-04-30\|6.45\|4.71\|6.14\|6.56\|6.14\|473445;2026-05-06\|6.81\|5.58\|6.45\|6.86\|6.45\|583548;2026-05-07\|6.85\|0.59\|6.84\|6.99\|6.78\|462745;2026-05-08\|6.91\|0.88\|6.83\|6.97\|6.79\|402960;2026-05-11\|7.19\|4.05\|6.97\|7.45\|6.96\|759494;2026-05-12\|7.29\|1.39\|7.19\|7.35\|7.05\|527138;2026-05-13\|7.60\|4.25\|7.22\|7.84\|7.15\|864111;2026-05-14\|7.24\|-4.74\|7.71\|7.75\|7.18\|734370;2026-05-15\|7.53\|4.01\|7.28\|7.93\|7.28\|1178749;2026-05-18\|8.07\|7.17\|7.65\|8.35\|7.65\|1381982;2026-05-19\|8.04\|-0.37\|8.07\|8.28\|7.95\|1057887;2026-05-20\|8.06\|0.25\|7.96\|8.17\|7.89\|1041774;2026-05-21\|7.84\|-2.73\|8.04\|8.35\|7.81\|875250;2026-05-22\|8.08\|3.06\|7.84\|8.12\|7.65\|608156;2026-05-25\|8.31\|2.85\|8.18\|8.78\|8.02\|1002013;2026-05-26\|7.94\|-4.45\|8.23\|8.23\|7.87\|778283;2026-05-27\|7.69\|-3.15\|7.93\|8.15\|7.59\|647397;2026-05-28\|7.68\|-0.13\|7.60\|7.89\|7.50\|416068;2026-05-29\|7.79\|1.43\|7.80\|8.02\|7.60\|749333;2026-06-01\|8.09\|3.85\|8.00\|8.54\|7.91\|1194278;2026-06-02\|7.82\|-3.34\|8.08\|8.17\|7.81\|645595;2026-06-03\|7.60\|-2.81\|7.84\|8.01\|7.50\|637379;2026-06-04\|7.52\|-1.05\|7.48\|7.76\|7.41\|429562;2026-06-05\|7.43\|-1.20\|7.45\|7.76\|7.10\|641003;2026-06-08\|6.96\|-6.33\|7.17\|7.35\|6.83\|561286;2026-06-09\|7.04\|1.15\|7.04\|7.14\|6.87\|364372;2026-06-10\|6.71\|-4.69\|6.92\|7.01\|6.56\|416503;2026-06-11\|6.16\|-8.20\|6.61\|6.67\|5.95\|822105;2026-06-12\|5.82\|-5.52\|6.30\|6.36\|5.79\|756281;2026-06-15\|5.87\|0.86\|5.92\|6.06\|5.80\|656448;2026-06-16\|6.33\|7.84\|5.87\|6.54\|5.80\|931698;2026-06-17\|6.13\|-3.16\|6.26\|6.56\|6.11\|630338;2026-06-18\|6.18\|0.82\|6.09\|6.52\|6.05\|616845;2026-06-22\|6.04\|-2.27\|6.19\|6.20\|5.86\|542885;2026-06-23\|6.12\|1.32\|6.52\|6.63\|6.03\|834312;2026-06-24\|6.10\|-0.33\|6.10\|6.17\|5.86\|571299;2026-06-25\|5.97\|-2.13\|6.04\|6.24\|5.91\|540717;2026-06-26\|5.67\|-5.03\|5.96\|5.96\|5.63\|520793;2026-06-29\|5.31\|-6.35\|5.63\|5.79\|5.23\|506350;2026-06-30\|5.92\|11.49\|5.31\|5.95\|5.30\|636797;2026-07-01\|6.01\|1.52\|6.00\|6.15\|5.84\|507304;2026-07-02\|5.83\|-3.00\|5.97\|6.10\|5.78\|432474;2026-07-03\|5.96\|2.23\|5.84\|6.05\|5.68\|426076;2026-07-06\|5.66\|-5.03\|5.92\|5.95\|5.57\|459474;2026-07-07\|5.34\|-5.65\|5.66\|5.73\|5.32\|377868;2026-07-08\|5.18\|-3.00\|5.35\|5.40\|5.07\|333789;2026-07-09\|5.15\|-0.58\|5.23\|5.24\|4.91\|349643
118041	英伟达Rubin成全球首个100%液冷AI计算平台	定增审核通过+人形机器人+液冷+数控机床 1、据2026年4月30日公司公告，创世纪向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过。 2、据2025年11月6日互动易，公司钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感器、关节部件等核心零部件的精密加工；据2026年4月2日投资者关系活动记录表，公司已与部分机器人领域客户及其零部件加工厂商有合作关系。 3、据2026年4月2日投资者关系活动记录表，在 AI 液冷领域，针对 AI 服务器散热场景常见的散热器、冷板、热管、鳍片、冷头、大型分水器等不同工件加工需求，公司在已有机型上进行定制化升级，推出钻铣加工中心、立式加工中心、型材加工中心等组合产品解决方案。 4、公司是国内数控机床领先企业，主营高端数控机床。据2026年4月2日投资者关系活动记录表，2025年公司3C钻铣加工中心收入21.85亿元，市占率行业第一，海外业务收入3.91亿元，同比增长88.26%。	1、公司针对AI液冷服务器散热场景推出型材加工中心等组合方案，2025年已获多家液冷硬件厂商及代工厂订单，产品均价显著高于传统机型，26、27年出货量预期持续快速增长； 2、公司已与机器人领域部分客户及其零部件加工厂商有合作关系，公司多种产品（包括钻攻机、立式加工中心、卧式加工中心、五轴联动加工中心等）可用于人形机器人部分零部件的精密加工	2026-03-02\|8.75\|-3.10\|8.86\|8.92\|8.68\|482691;2026-03-03\|8.25\|-5.71\|8.75\|8.81\|8.23\|613237;2026-03-04\|8.12\|-1.58\|8.16\|8.33\|8.09\|396305;2026-03-05\|8.33\|2.59\|8.27\|8.43\|8.25\|350521;2026-03-06\|8.31\|-0.24\|8.28\|8.35\|8.25\|250056;2026-03-09\|8.18\|-1.56\|8.22\|8.24\|7.98\|386761;2026-03-10\|8.36\|2.20\|8.28\|8.40\|8.28\|287169;2026-03-11\|8.78\|5.02\|8.66\|9.04\|8.64\|949291;2026-03-12\|8.48\|-3.42\|8.60\|8.66\|8.43\|542693;2026-03-13\|8.53\|0.59\|8.43\|8.68\|8.37\|433111;2026-03-16\|8.36\|-1.99\|8.45\|8.45\|8.26\|311752;2026-03-17\|8.28\|-0.96\|8.38\|8.46\|8.26\|254434;2026-03-18\|8.32\|0.48\|8.28\|8.34\|8.24\|209035;2026-03-19\|8.03\|-3.49\|8.16\|8.18\|7.94\|371724;2026-03-20\|7.64\|-4.86\|8.00\|8.08\|7.64\|429053;2026-03-23\|7.34\|-3.93\|7.48\|7.61\|7.27\|383411;2026-03-24\|7.45\|1.50\|7.48\|7.52\|7.27\|255698;2026-03-25\|7.55\|1.34\|7.45\|7.56\|7.42\|236759;2026-03-26\|7.39\|-2.12\|7.55\|7.61\|7.36\|226464;2026-03-27\|7.75\|4.87\|7.30\|7.82\|7.28\|419966;2026-03-30\|7.61\|-1.81\|7.61\|7.65\|7.49\|249514;2026-03-31\|7.62\|0.13\|7.59\|7.70\|7.58\|227512;2026-04-01\|7.61\|-0.13\|7.77\|7.77\|7.56\|266635;2026-04-02\|7.38\|-3.02\|7.54\|7.54\|7.33\|244443;2026-04-03\|7.19\|-2.57\|7.38\|7.43\|7.18\|214073;2026-04-07\|7.27\|1.11\|7.21\|7.33\|7.21\|133992;2026-04-08\|7.66\|5.36\|7.45\|7.67\|7.44\|325078;2026-04-09\|7.52\|-1.83\|7.54\|7.59\|7.51\|180366;2026-04-10\|7.56\|0.53\|7.56\|7.69\|7.55\|194129;2026-04-13\|7.54\|-0.26\|7.55\|7.59\|7.49\|149916;2026-04-14\|7.62\|1.06\|7.60\|7.64\|7.52\|172863;2026-04-15\|7.53\|-1.18\|7.64\|7.68\|7.52\|204952;2026-04-16\|7.64\|1.46\|7.53\|7.64\|7.53\|199447;2026-04-17\|8.73\|14.27\|7.59\|9.17\|7.57\|2138213;2026-04-20\|8.53\|-2.29\|8.70\|8.70\|8.46\|1194622;2026-04-21\|8.38\|-1.76\|8.52\|8.62\|8.31\|611683;2026-04-22\|8.39\|0.12\|8.33\|8.46\|8.31\|470814;2026-04-23\|8.40\|0.12\|8.36\|8.58\|8.34\|626848;2026-04-24\|8.03\|-4.40\|8.12\|8.30\|8.00\|548748;2026-04-27\|8.48\|5.60\|8.05\|8.69\|8.01\|855082;2026-04-28\|8.24\|-2.83\|8.43\|8.43\|8.18\|404057;2026-04-29\|8.49\|3.03\|8.16\|8.57\|8.16\|461751;2026-04-30\|10.19\|20.02\|9.17\|10.19\|9.17\|4003210;2026-05-06\|9.77\|-4.12\|9.98\|10.07\|9.60\|2746252;2026-05-07\|10.27\|5.12\|9.77\|10.42\|9.61\|2520018;2026-05-08\|10.41\|1.36\|10.10\|10.69\|9.95\|2163014;2026-05-11\|10.46\|0.48\|10.40\|10.71\|10.23\|1906681;2026-05-12\|10.18\|-2.68\|10.37\|10.93\|10.15\|1676526;2026-05-13\|10.13\|-0.49\|10.11\|10.36\|10.01\|1074671;2026-05-14\|10.53\|3.95\|10.11\|10.86\|9.95\|1876629;2026-05-15\|11.93\|13.30\|10.37\|12.47\|10.30\|3315504;2026-05-18\|11.82\|-0.92\|11.52\|12.00\|11.30\|1933387;2026-05-19\|11.55\|-2.28\|11.71\|11.81\|11.37\|1200676;2026-05-20\|11.23\|-2.77\|11.55\|11.56\|11.13\|959729;2026-05-21\|10.86\|-3.29\|11.24\|11.66\|10.82\|1538368;2026-05-22\|10.94\|0.74\|10.87\|11.00\|10.44\|1101658;2026-05-25\|10.67\|-2.47\|10.93\|10.93\|10.51\|1004639;2026-05-26\|10.88\|1.97\|10.78\|11.10\|10.59\|1498720;2026-05-27\|10.57\|-2.85\|10.65\|11.14\|10.46\|1314281;2026-05-28\|10.57\|0.00\|10.40\|10.77\|10.30\|823312;2026-05-29\|10.01\|-5.30\|10.57\|10.86\|9.91\|1145304;2026-06-01\|9.98\|-0.30\|10.06\|10.24\|9.92\|651899;2026-06-02\|9.93\|-0.50\|10.18\|10.26\|9.61\|770775;2026-06-03\|9.87\|-0.60\|9.80\|10.24\|9.74\|749853;2026-06-04\|9.71\|-1.62\|9.78\|9.79\|9.57\|673358;2026-06-05\|10.35\|6.59\|9.61\|10.63\|9.25\|1238788;2026-06-08\|10.25\|-0.97\|10.01\|10.66\|9.97\|1052369;2026-06-09\|11.01\|7.41\|10.30\|11.09\|10.16\|1489246;2026-06-10\|10.61\|-3.63\|10.80\|11.06\|10.50\|930487;2026-06-11\|10.43\|-1.70\|10.50\|10.63\|10.14\|787987;2026-06-12\|10.30\|-1.25\|10.60\|10.80\|10.19\|772356;2026-06-15\|10.79\|4.76\|10.36\|10.98\|10.35\|948783;2026-06-16\|11.36\|5.28\|10.88\|11.47\|10.70\|1042388;2026-06-17\|11.24\|-1.06\|11.17\|11.64\|11.08\|914556;2026-06-18\|11.70\|4.09\|11.20\|11.91\|11.14\|1131665;2026-06-22\|11.25\|-3.85\|11.70\|11.86\|10.97\|1032332;2026-06-23\|11.25\|0.00\|11.29\|11.68\|11.14\|721674;2026-06-24\|12.95\|15.11\|11.25\|13.19\|10.90\|2114726;2026-06-25\|13.16\|1.62\|12.95\|13.26\|12.69\|1619709;2026-06-26\|12.73\|-3.27\|13.03\|13.16\|12.17\|1582214;2026-06-29\|12.16\|-4.48\|12.97\|13.04\|12.03\|1268850;2026-06-30\|13.62\|12.01\|12.26\|13.79\|12.26\|1641903;2026-07-01\|13.66\|0.29\|13.55\|14.28\|13.51\|1275619;2026-07-02\|13.47\|-1.39\|13.39\|14.33\|13.27\|1525350;2026-07-03\|13.66\|1.41\|13.60\|14.45\|13.21\|1666427;2026-07-06\|14.39\|5.34\|13.45\|14.66\|13.35\|1889576;2026-07-07\|14.32\|-0.49\|14.09\|15.10\|13.98\|1704519;2026-07-08\|12.92\|-9.78\|14.23\|14.23\|12.85\|1945209;2026-07-09\|13.51\|4.57\|12.97\|13.61\|12.82\|1245493
118040	英伟达Rubin成全球首个100%液冷AI计算平台	液冷服务器+数据中心+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年半年度报告，公司数据服务板块营收同比增长43.77%，与H公司、字节、腾讯、阿里等头部客户合作深化。 2、据2025年9月1日互动易，公司液冷产线7月投产，产能充足，订单已排至2026年。 3、据2026年1月26日业绩预告，预计2025年净利润2.05-2.46亿元，同比增长77.39%-112.87%。	公司数据服务空调主要应用于新基建中的5G建设和大数据中心建设场景，主要客户包括华为、曙光、秦淮数据等	2026-03-02\|109.69\|2.46\|106.10\|113.47\|104.14\|147017;2026-03-03\|98.78\|-9.95\|108.58\|108.59\|98.42\|173673;2026-03-04\|100.66\|1.90\|97.86\|103.72\|97.00\|106544;2026-03-05\|102.73\|2.06\|101.43\|107.90\|101.39\|125403;2026-03-06\|106.66\|3.83\|103.09\|109.77\|102.62\|123503;2026-03-09\|101.01\|-5.30\|97.14\|102.23\|94.02\|163310;2026-03-10\|104.10\|3.06\|104.00\|106.19\|101.31\|145411;2026-03-11\|111.63\|7.23\|103.28\|118.00\|100.88\|227028;2026-03-12\|103.96\|-6.87\|111.00\|111.63\|102.00\|186587;2026-03-13\|101.02\|-2.83\|103.99\|104.70\|98.00\|120888;2026-03-16\|104.03\|2.98\|101.46\|106.66\|98.16\|141915;2026-03-17\|96.01\|-7.71\|105.11\|105.60\|95.77\|122768;2026-03-18\|98.58\|2.68\|98.04\|100.72\|95.60\|117609;2026-03-19\|94.91\|-3.72\|96.79\|98.38\|94.30\|91879;2026-03-20\|92.09\|-2.97\|96.00\|97.28\|91.70\|99845;2026-03-23\|87.15\|-5.36\|88.81\|91.68\|86.16\|97679;2026-03-24\|87.83\|0.78\|90.00\|91.63\|85.50\|74319;2026-03-25\|90.89\|3.48\|89.00\|93.50\|89.00\|88668;2026-03-26\|87.59\|-3.63\|90.63\|91.13\|87.00\|75391;2026-03-27\|89.54\|2.23\|85.88\|90.36\|85.17\|68523;2026-03-30\|97.11\|8.45\|87.51\|99.05\|87.20\|166726;2026-03-31\|91.52\|-5.76\|97.33\|97.99\|91.19\|96365;2026-04-01\|95.00\|3.80\|94.50\|97.50\|93.74\|81075;2026-04-02\|91.10\|-4.11\|94.67\|94.67\|90.00\|59188;2026-04-03\|91.05\|-0.05\|91.88\|94.48\|90.92\|60206;2026-04-07\|88.31\|-3.01\|91.55\|94.65\|88.01\|76842;2026-04-08\|102.29\|15.83\|92.39\|102.93\|91.10\|185195;2026-04-09\|104.30\|1.97\|99.50\|105.80\|98.91\|141275;2026-04-10\|109.54\|5.02\|106.59\|114.24\|105.04\|177579;2026-04-13\|117.28\|7.07\|115.00\|119.90\|112.73\|184394;2026-04-14\|125.32\|6.86\|122.02\|128.80\|118.31\|164897;2026-04-15\|123.29\|-1.62\|125.51\|126.99\|121.89\|127676;2026-04-16\|122.83\|-0.37\|123.15\|125.80\|120.70\|155519;2026-04-17\|120.45\|-1.94\|119.90\|124.49\|117.33\|139626;2026-04-20\|126.96\|5.40\|124.00\|136.01\|122.01\|215083;2026-04-21\|124.84\|-1.67\|120.44\|127.91\|120.44\|175785;2026-04-22\|126.50\|1.33\|123.72\|127.41\|118.00\|195050;2026-04-23\|124.10\|-1.90\|125.44\|131.50\|123.00\|151255;2026-04-24\|123.79\|-0.25\|124.10\|127.49\|121.21\|122575;2026-04-27\|125.54\|1.41\|125.01\|128.28\|122.30\|99501;2026-04-28\|122.50\|-2.42\|124.61\|126.69\|120.30\|92397;2026-04-29\|116.52\|-4.88\|115.96\|125.00\|115.26\|154991;2026-04-30\|116.81\|0.25\|116.99\|118.79\|111.80\|120869;2026-05-06\|119.55\|2.35\|118.40\|121.40\|117.00\|103817;2026-05-07\|136.68\|14.33\|120.94\|138.00\|116.69\|197317;2026-05-08\|135.70\|-0.72\|135.00\|137.20\|133.30\|105240;2026-05-11\|136.71\|0.74\|135.60\|140.08\|129.87\|120124;2026-05-12\|136.26\|-0.33\|136.70\|137.91\|133.00\|89509;2026-05-13\|139.95\|2.71\|134.98\|140.88\|131.44\|163275;2026-05-14\|133.10\|-4.89\|142.05\|142.05\|132.26\|129097;2026-05-15\|131.81\|-0.97\|135.67\|140.00\|129.78\|148345;2026-05-18\|139.04\|5.49\|130.02\|144.58\|128.71\|138423;2026-05-19\|144.36\|3.83\|138.01\|145.89\|133.50\|117336;2026-05-20\|163.22\|13.06\|144.37\|165.34\|144.37\|154042;2026-05-21\|154.50\|-5.34\|163.19\|168.88\|153.00\|133535;2026-05-22\|168.18\|8.85\|157.59\|169.86\|155.00\|122932;2026-05-25\|167.29\|-0.53\|170.00\|170.00\|159.19\|126431;2026-05-26\|156.61\|-6.38\|164.60\|166.00\|153.00\|112979;2026-05-27\|152.03\|-2.92\|155.89\|159.99\|150.10\|77779;2026-05-28\|154.85\|1.85\|151.66\|155.10\|148.50\|85354;2026-05-29\|143.30\|-7.46\|155.99\|157.24\|141.00\|101498;2026-06-01\|132.93\|-7.24\|144.01\|145.01\|131.98\|108247;2026-06-02\|98.90\|4.36\|95.89\|101.19\|94.50\|137550;2026-06-03\|97.41\|-1.51\|100.88\|102.58\|96.31\|129717;2026-06-04\|102.99\|5.73\|97.55\|105.00\|96.51\|137323;2026-06-05\|97.47\|-5.36\|101.61\|102.99\|96.43\|127465;2026-06-08\|91.54\|-6.08\|94.38\|95.55\|89.82\|129784;2026-06-09\|104.00\|13.61\|94.00\|104.98\|93.36\|201813;2026-06-10\|100.85\|-3.03\|102.83\|105.77\|99.03\|126763;2026-06-11\|97.59\|-3.23\|101.46\|102.00\|95.66\|101197;2026-06-12\|98.20\|0.63\|101.00\|102.08\|96.70\|140163;2026-06-15\|109.18\|11.18\|99.50\|109.42\|99.50\|166153;2026-06-16\|110.15\|0.89\|108.51\|114.50\|107.01\|159412;2026-06-17\|112.77\|2.38\|108.52\|113.99\|107.01\|181556;2026-06-18\|116.31\|3.14\|114.51\|121.86\|114.03\|218520;2026-06-22\|109.90\|-5.51\|116.30\|119.97\|106.12\|231448;2026-06-23\|110.53\|0.57\|118.00\|124.28\|109.74\|256169;2026-06-24\|112.90\|2.14\|108.50\|115.08\|106.00\|199487;2026-06-25\|114.91\|1.78\|114.66\|123.80\|113.22\|220233;2026-06-26\|108.09\|-5.94\|112.00\|115.92\|107.00\|178185;2026-06-29\|102.24\|-5.41\|108.12\|111.00\|97.02\|182806;2026-06-30\|115.61\|13.08\|101.00\|116.16\|100.20\|217833;2026-07-01\|109.92\|-4.92\|120.00\|125.00\|108.00\|229006;2026-07-02\|107.56\|-2.15\|106.92\|115.80\|104.00\|198756;2026-07-03\|117.78\|9.50\|106.48\|123.85\|106.48\|277931;2026-07-06\|125.00\|6.13\|117.78\|132.00\|117.78\|237004;2026-07-07\|118.08\|-5.54\|128.00\|133.11\|117.58\|219809;2026-07-08\|117.88\|-0.17\|120.45\|130.32\|117.21\|219611;2026-07-09\|123.55\|4.81\|120.00\|123.79\|112.22\|221475
118039	英伟达Rubin成全球首个100%液冷AI计算平台	AI智算中心电源+通信电源+液冷超充 1、据2026年6月1日互动易，公司数据中心业务提供240V/336V高压直流供电系统及整机柜服务器集中供电方案，全面适配AI智算中心高功率、高效率、高可靠供电需求。 2、据2026年6月1日互动易，公司通信电源业务面向通信运营商及数据中心提供高可靠直流供电系统，是5G/5G-A基站和算力基础设施的核心供电保障单元。 3、据2026年6月1日互动易，公司充换电业务已构建光储充放换+V2G一体化综合能源解决方案，提供全液冷兆瓦级超充系统、交直流充电桩等产品。	公司数据中心业务提供240V/336V高压直流供电系统及整机柜服务器集中供电方案，全面适配AI智算中心高功率、高效率、高可靠供电需求；充换电业务方面，已构建光储充放换+V2G一体化综合能源解决方案，提供全液冷兆瓦级超充系统等产品	2026-03-02\|5.36\|-3.25\|5.50\|5.52\|5.34\|148788;2026-03-03\|5.24\|-2.24\|5.32\|5.44\|5.24\|136048;2026-03-04\|5.26\|0.38\|5.21\|5.30\|5.15\|111843;2026-03-05\|5.38\|2.28\|5.30\|5.45\|5.30\|129123;2026-03-06\|5.69\|5.76\|5.42\|5.92\|5.41\|575224;2026-03-09\|5.88\|3.34\|5.45\|5.95\|5.45\|685412;2026-03-10\|5.87\|-0.17\|5.83\|5.87\|5.72\|386070;2026-03-11\|6.12\|4.26\|5.90\|6.24\|5.79\|720842;2026-03-12\|6.16\|0.65\|6.04\|6.21\|6.02\|555431;2026-03-13\|5.98\|-2.92\|6.10\|6.20\|5.96\|432996;2026-03-16\|6.15\|2.84\|5.99\|6.17\|5.97\|381472;2026-03-17\|6.01\|-2.28\|6.17\|6.17\|5.97\|272345;2026-03-18\|6.07\|1.00\|6.03\|6.07\|5.92\|221443;2026-03-19\|5.86\|-3.46\|6.01\|6.02\|5.80\|224661;2026-03-20\|5.75\|-1.88\|5.87\|5.92\|5.70\|210468;2026-03-23\|5.42\|-5.74\|5.65\|5.72\|5.37\|219042;2026-03-24\|5.79\|6.83\|5.55\|5.82\|5.52\|319636;2026-03-25\|5.99\|3.45\|5.79\|6.02\|5.73\|264526;2026-03-26\|5.88\|-1.84\|6.00\|6.05\|5.87\|185487;2026-03-27\|5.89\|0.17\|5.80\|5.92\|5.77\|156390;2026-03-30\|5.77\|-2.04\|5.82\|5.86\|5.64\|160170;2026-03-31\|5.50\|-4.68\|5.70\|5.76\|5.48\|181164;2026-04-01\|5.52\|0.36\|5.62\|5.65\|5.46\|128183;2026-04-02\|5.30\|-3.99\|5.50\|5.52\|5.29\|162828;2026-04-03\|5.06\|-4.53\|5.30\|5.33\|5.02\|178009;2026-04-07\|5.10\|0.79\|5.07\|5.15\|5.05\|89704;2026-04-08\|5.38\|5.49\|5.16\|5.40\|5.16\|125640;2026-04-09\|5.23\|-2.79\|5.33\|5.42\|5.21\|152380;2026-04-10\|5.32\|1.72\|5.27\|5.50\|5.27\|120928;2026-04-13\|5.25\|-1.32\|5.28\|5.30\|5.19\|102508;2026-04-14\|5.35\|1.90\|5.30\|5.45\|5.26\|102221;2026-04-15\|5.23\|-2.24\|5.35\|5.37\|5.21\|109598;2026-04-16\|5.31\|1.53\|5.23\|5.34\|5.20\|109816;2026-04-17\|5.21\|-1.88\|5.30\|5.30\|5.19\|122347;2026-04-20\|5.23\|0.38\|5.20\|5.24\|5.16\|99156;2026-04-21\|5.13\|-1.91\|5.18\|5.22\|5.11\|101029;2026-04-22\|5.17\|0.78\|5.14\|5.23\|5.09\|101036;2026-04-23\|5.08\|-1.74\|5.17\|5.19\|5.06\|104304;2026-04-24\|5.12\|0.79\|5.05\|5.16\|5.05\|90494;2026-04-27\|5.17\|0.98\|5.11\|5.19\|4.94\|156140;2026-04-28\|5.17\|0.00\|5.20\|5.20\|5.08\|106003;2026-04-29\|5.20\|0.58\|5.15\|5.23\|5.13\|108907;2026-04-30\|5.24\|0.77\|5.20\|5.30\|5.18\|117134;2026-05-06\|5.29\|0.95\|5.24\|5.30\|5.24\|109060;2026-05-07\|5.29\|0.00\|5.31\|5.35\|5.24\|95669;2026-05-08\|5.25\|-0.76\|5.27\|5.30\|5.20\|124243;2026-05-11\|5.24\|-0.19\|5.26\|5.30\|5.22\|107986;2026-05-12\|5.06\|-3.44\|5.22\|5.24\|5.05\|172445;2026-05-13\|5.15\|1.78\|5.08\|5.21\|5.06\|148272;2026-05-14\|5.07\|-1.55\|5.20\|5.28\|5.07\|158936;2026-05-15\|4.88\|-3.75\|5.12\|5.13\|4.83\|227286;2026-05-18\|4.93\|1.02\|4.83\|4.98\|4.81\|152397;2026-05-19\|4.97\|0.81\|4.92\|5.01\|4.87\|105154;2026-05-20\|4.85\|-2.41\|4.94\|4.96\|4.82\|108819;2026-05-21\|4.66\|-3.92\|4.86\|4.92\|4.64\|126189;2026-05-22\|4.78\|2.58\|4.68\|4.80\|4.57\|122695;2026-05-25\|4.86\|1.67\|4.80\|5.08\|4.80\|148816;2026-05-26\|4.62\|-4.94\|4.82\|4.84\|4.55\|175526;2026-05-27\|4.55\|-1.52\|4.62\|4.69\|4.52\|117238;2026-05-28\|4.61\|1.32\|4.52\|4.63\|4.45\|93016;2026-05-29\|4.41\|-4.34\|4.65\|4.66\|4.40\|116243;2026-06-01\|4.57\|3.63\|4.44\|4.60\|4.36\|127406;2026-06-02\|4.84\|5.91\|4.57\|4.93\|4.43\|279825;2026-06-03\|4.65\|-3.93\|4.82\|4.82\|4.56\|190322;2026-06-04\|4.51\|-3.01\|4.62\|4.62\|4.49\|112142;2026-06-05\|4.57\|1.33\|4.47\|4.66\|4.47\|114609;2026-06-08\|4.49\|-1.75\|4.50\|4.61\|4.41\|91000;2026-06-09\|4.57\|1.78\|4.50\|4.61\|4.42\|87318;2026-06-10\|4.40\|-3.72\|4.54\|4.56\|4.39\|86797;2026-06-11\|4.23\|-3.86\|4.37\|4.37\|4.20\|94926;2026-06-12\|4.26\|0.71\|4.30\|4.33\|4.21\|78302;2026-06-15\|4.29\|0.70\|4.26\|4.33\|4.26\|81395;2026-06-16\|4.22\|-1.63\|4.23\|4.28\|4.13\|115490;2026-06-17\|4.04\|-4.27\|4.20\|4.22\|4.03\|152101;2026-06-18\|4.03\|-0.25\|4.00\|4.09\|3.95\|110475;2026-06-22\|4.04\|0.25\|4.03\|4.06\|3.86\|143816;2026-06-23\|4.44\|9.90\|4.03\|4.44\|4.01\|247258;2026-06-24\|4.71\|6.08\|4.51\|4.88\|4.40\|610383;2026-06-25\|4.40\|-6.58\|4.60\|4.72\|4.37\|411119;2026-06-26\|4.26\|-3.18\|4.51\|4.55\|4.23\|220887;2026-06-29\|4.11\|-3.52\|4.24\|4.26\|4.00\|191124;2026-06-30\|4.52\|9.98\|4.13\|4.52\|4.04\|227877;2026-07-01\|4.53\|0.22\|4.60\|4.65\|4.43\|281164;2026-07-02\|4.58\|1.10\|4.49\|4.81\|4.48\|280041;2026-07-03\|4.61\|0.66\|4.62\|4.71\|4.54\|171995;2026-07-08\|4.61\|0.00\|0.00\|0.00\|0.00\|0;2026-07-09\|4.61\|0.00\|0.00\|0.00\|0.00\|0
118038	英伟达Rubin成全球首个100%液冷AI计算平台	人形机器人+AI服务器液冷+H股上市调入港股通行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月26日互动易，公司已为多家头部具身智能企业完成数千套硬件/整机组装服务，提供多款机器人的应用落地开发与整机组装服务；据2026年4月30日投资者关系活动记录表，北京具身智能超级工厂首批人形机器人已于北京亦庄下线，涵盖天工Ultra等行业前沿机型。 2、据2026年6月25日互动易，公司控股子公司立敏达是北美算力行业头部客户的核心供应商，持续批量交付液冷相关产品，包括液冷歧管、液冷快拆连接器等。 3、据2026年6月26日深交所公告，领益智造获调入港股通标的证券名单，自2026年6月26日起生效；据2026年6月27日公告，公司H股已于2026年6月26日在香港联交所主板挂牌上市，全球发售所得款项净额约81.52亿港元。	1、控股子公司Readore（立敏达）主营业务包括服务器液冷快拆连接器（UQD）、液冷歧管（Manifold）、单相液冷散热模组（服务器液冷板Liquid Cooling Plate及光模块冷板）、相变液冷散热模组、服务器均热板（VC和 3DVC）等热管理核心硬件产品，以及母线排（Busbar）、服务器机架等； 2、公司为荣耀夺冠机器人“闪电”核心结构件及表面处理供应商，东莞横沥工厂已批量交付；北京具身智能超级工厂首批人形机器人下线，涵盖天工Ultra、天工3.0等机型	2026-03-02\|15.04\|-2.21\|14.90\|15.15\|14.85\|1236155;2026-03-03\|14.20\|-5.59\|15.05\|15.13\|14.20\|1447443;2026-03-04\|14.08\|-0.85\|13.91\|14.35\|13.91\|763103;2026-03-05\|14.34\|1.85\|14.37\|14.49\|14.24\|751078;2026-03-06\|14.48\|0.98\|14.31\|14.74\|14.28\|743448;2026-03-09\|14.16\|-2.21\|14.24\|14.24\|13.88\|994260;2026-03-10\|14.62\|3.25\|14.30\|14.70\|14.30\|1000504;2026-03-11\|15.00\|2.60\|14.75\|15.46\|14.71\|1865710;2026-03-12\|14.60\|-2.67\|14.83\|15.01\|14.52\|1127298;2026-03-13\|14.36\|-1.64\|14.44\|14.59\|14.31\|640481;2026-03-16\|14.40\|0.28\|14.30\|14.56\|14.01\|798622;2026-03-17\|14.13\|-1.88\|14.64\|14.68\|14.08\|718617;2026-03-18\|14.25\|0.85\|14.20\|14.30\|14.10\|510308;2026-03-19\|13.85\|-2.81\|14.00\|14.06\|13.81\|677421;2026-03-20\|13.40\|-3.25\|13.89\|13.98\|13.39\|727534;2026-03-23\|12.65\|-5.60\|13.10\|13.18\|12.57\|1300388;2026-03-24\|12.88\|1.82\|12.85\|12.92\|12.45\|846449;2026-03-25\|13.26\|2.95\|12.91\|13.45\|12.91\|938503;2026-03-26\|13.16\|-0.75\|13.24\|13.40\|13.11\|650304;2026-03-27\|13.17\|0.08\|12.95\|13.29\|12.91\|478977;2026-03-30\|12.94\|-1.75\|13.00\|13.07\|12.71\|728317;2026-03-31\|12.83\|-0.85\|12.93\|13.14\|12.81\|616843;2026-04-01\|12.96\|1.01\|13.09\|13.13\|12.87\|584386;2026-04-02\|12.54\|-3.24\|12.85\|12.93\|12.44\|741477;2026-04-03\|12.38\|-1.28\|12.55\|12.65\|12.29\|474376;2026-04-07\|12.62\|1.94\|12.55\|12.68\|12.51\|612039;2026-04-08\|13.33\|5.63\|12.94\|13.34\|12.92\|1179766;2026-04-09\|13.29\|-0.30\|13.15\|13.43\|13.08\|845450;2026-04-10\|13.61\|2.41\|13.43\|13.74\|13.43\|1035446;2026-04-13\|13.75\|1.03\|13.55\|13.95\|13.50\|1040614;2026-04-14\|13.88\|0.95\|13.85\|14.05\|13.75\|968978;2026-04-15\|13.58\|-2.16\|13.94\|14.02\|13.53\|877648;2026-04-16\|13.74\|1.18\|13.72\|13.80\|13.46\|784739;2026-04-17\|13.79\|0.36\|13.70\|13.89\|13.66\|773016;2026-04-20\|14.64\|6.16\|14.29\|14.85\|14.03\|2439697;2026-04-21\|14.34\|-2.05\|14.50\|14.50\|14.16\|1398491;2026-04-22\|14.95\|4.25\|14.25\|15.08\|14.21\|2107537;2026-04-23\|14.55\|-2.68\|15.00\|15.03\|14.45\|1548823;2026-04-24\|14.16\|-2.68\|14.41\|14.44\|14.08\|1002629;2026-04-27\|14.44\|1.98\|14.17\|14.47\|14.04\|1090982;2026-04-28\|13.96\|-3.32\|14.30\|14.30\|13.90\|938903;2026-04-29\|14.03\|0.50\|13.87\|14.14\|13.75\|744601;2026-04-30\|14.06\|0.21\|14.00\|14.16\|13.82\|1030696;2026-05-06\|14.12\|0.43\|14.07\|14.29\|14.07\|1094025;2026-05-07\|14.53\|2.90\|14.21\|14.59\|14.10\|1433416;2026-05-08\|15.09\|3.85\|14.38\|15.20\|14.33\|2400488;2026-05-11\|15.24\|0.99\|15.10\|15.35\|14.91\|2069429;2026-05-12\|14.96\|-1.84\|15.16\|15.16\|14.82\|1322091;2026-05-13\|15.37\|2.74\|14.84\|15.38\|14.73\|1726475;2026-05-14\|16.40\|6.70\|15.94\|16.89\|15.50\|6035866;2026-05-15\|16.94\|3.29\|16.40\|17.88\|16.33\|5854179;2026-05-18\|17.07\|0.77\|17.26\|17.43\|16.43\|3992896;2026-05-19\|16.91\|-0.82\|17.46\|17.63\|16.51\|3141347;2026-05-20\|16.23\|-4.02\|16.50\|16.74\|15.80\|3565998;2026-05-21\|15.52\|-4.37\|16.43\|16.72\|15.44\|3733515;2026-05-22\|16.31\|5.09\|15.70\|16.47\|15.21\|3101986;2026-05-25\|16.09\|-1.35\|16.43\|16.44\|15.62\|2567506;2026-05-26\|15.82\|-1.68\|16.09\|16.45\|15.50\|2302829;2026-05-27\|15.52\|-1.90\|15.75\|16.10\|15.30\|2130617;2026-05-28\|15.95\|2.77\|15.82\|16.13\|15.35\|2769849;2026-05-29\|14.55\|-8.78\|15.96\|16.13\|14.36\|3547829;2026-06-01\|14.97\|2.89\|14.59\|15.43\|14.59\|2622255;2026-06-02\|14.67\|-2.00\|14.91\|14.97\|14.42\|1485286;2026-06-03\|14.86\|1.30\|14.70\|15.40\|14.63\|2183928;2026-06-04\|14.99\|0.87\|14.63\|15.13\|14.45\|1509327;2026-06-05\|15.08\|0.60\|14.86\|15.55\|14.17\|2738234;2026-06-08\|14.34\|-4.91\|14.50\|15.01\|14.22\|1906973;2026-06-09\|14.86\|3.63\|14.62\|14.90\|14.23\|1864447;2026-06-10\|13.90\|-6.46\|14.70\|14.72\|13.76\|2157782;2026-06-11\|13.63\|-1.94\|13.90\|14.01\|13.40\|1474014;2026-06-12\|14.01\|2.79\|13.91\|14.43\|13.90\|2334211;2026-06-15\|15.04\|7.35\|14.15\|15.06\|14.10\|2025482;2026-06-16\|15.69\|4.32\|15.00\|15.95\|14.86\|2250669;2026-06-17\|15.85\|1.02\|15.50\|16.33\|15.40\|2166781;2026-06-18\|16.82\|6.12\|15.80\|17.24\|15.76\|3637751;2026-06-22\|16.68\|-0.83\|16.88\|17.10\|16.28\|2567064;2026-06-23\|16.05\|-3.78\|17.30\|17.50\|15.95\|2729311;2026-06-24\|17.66\|10.03\|15.92\|17.66\|15.69\|4315988;2026-06-25\|17.88\|1.25\|18.15\|18.28\|17.51\|4444476;2026-06-26\|16.41\|-8.22\|17.69\|17.85\|16.36\|3890827;2026-06-29\|15.76\|-3.96\|16.86\|17.30\|15.14\|3686992;2026-06-30\|17.34\|10.03\|15.76\|17.34\|15.70\|3031540;2026-07-01\|17.80\|2.65\|17.34\|18.54\|17.34\|4161363;2026-07-02\|17.18\|-3.48\|17.19\|18.17\|16.80\|3166174;2026-07-03\|18.02\|4.89\|17.54\|18.46\|17.12\|4635369;2026-07-06\|16.23\|-9.93\|17.85\|18.15\|16.22\|4581805;2026-07-07\|15.93\|-1.85\|16.22\|17.09\|15.70\|2647323;2026-07-08\|15.06\|-5.46\|16.00\|16.08\|14.86\|2322560;2026-07-09\|15.60\|3.59\|15.15\|15.61\|14.56\|2140251
118037	英伟达Rubin成全球首个100%液冷AI计算平台	液冷服务器+数据中心电源+储能行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年4月27日年报，公司针对AI等高热密度场景开发了LiquiX系列冷板式CDU，其液冷系列一体化方案可实现芯片级精准快速冷却，填补了液冷温控产品空白。 2、据2026年5月11日机构调研，公司储能业务保持高增长，已成第二增长曲线；2026年一季度营收12.40亿元，同比增长31.47%，归母净利润1.39亿元，同比增长24.84%。 3、据2026年4月27日年报，公司深耕“数据中心+新能源”双主业，其数据中心基础设施产品涵盖不间断电源UPS、精密空调及微模块等，是业内产品品类最齐全的公司之一。	公司针对AI智算场景已构建完备产品体系，包括PowerFort一体化电力模块、兆瓦级UPS、LiquiX AI智算液冷CDU等，并与字节跳动、阿里巴巴、京东等头部企业形成稳定合作格局	2026-03-02\|57.47\|1.05\|55.58\|57.96\|55.10\|122775;2026-03-03\|56.42\|-1.83\|57.47\|58.18\|55.80\|129458;2026-03-04\|55.17\|-2.22\|55.44\|57.47\|54.95\|110133;2026-03-05\|56.24\|1.94\|56.34\|58.15\|55.65\|129361;2026-03-06\|56.98\|1.32\|56.22\|58.15\|55.70\|109390;2026-03-09\|56.42\|-0.98\|55.63\|56.67\|52.27\|144097;2026-03-10\|57.90\|2.62\|57.02\|58.16\|56.44\|115125;2026-03-11\|57.70\|-0.35\|57.94\|59.09\|57.38\|112282;2026-03-12\|54.88\|-4.89\|57.58\|57.68\|54.00\|133790;2026-03-13\|53.69\|-2.17\|54.13\|55.48\|53.32\|78599;2026-03-16\|51.09\|-4.84\|53.78\|54.00\|49.88\|150052;2026-03-17\|47.69\|-6.65\|51.26\|51.46\|47.60\|153674;2026-03-18\|48.33\|1.34\|48.11\|48.67\|47.20\|107639;2026-03-19\|46.00\|-4.82\|47.70\|47.91\|45.66\|171209;2026-03-20\|45.71\|-0.63\|46.19\|47.50\|45.60\|122167;2026-03-23\|44.40\|-2.87\|44.55\|46.12\|43.92\|147724;2026-03-24\|44.96\|1.26\|45.10\|45.39\|43.15\|110662;2026-03-25\|46.68\|3.83\|45.24\|47.05\|45.01\|119138;2026-03-26\|45.80\|-1.89\|46.78\|47.13\|45.55\|67556;2026-03-27\|46.29\|1.07\|44.91\|46.68\|44.91\|62675;2026-03-30\|45.90\|-0.84\|45.76\|46.70\|45.51\|82919;2026-03-31\|45.10\|-1.74\|45.66\|46.70\|44.81\|72450;2026-04-01\|46.05\|2.11\|45.75\|46.45\|45.50\|69576;2026-04-02\|44.53\|-3.30\|45.78\|45.88\|44.15\|63750;2026-04-03\|44.00\|-1.19\|44.75\|44.99\|44.00\|39658;2026-04-07\|43.80\|-0.45\|43.76\|44.50\|43.28\|61450;2026-04-08\|46.54\|6.26\|44.83\|46.68\|44.83\|94958;2026-04-09\|47.19\|1.40\|46.39\|48.15\|46.04\|107452;2026-04-10\|47.89\|1.48\|47.50\|49.15\|47.45\|98987;2026-04-13\|47.61\|-0.58\|47.39\|48.07\|46.00\|153522;2026-04-14\|48.09\|1.01\|47.99\|48.80\|47.20\|115102;2026-04-15\|47.30\|-1.64\|48.20\|48.80\|47.24\|86996;2026-04-16\|47.94\|1.35\|47.60\|48.58\|47.07\|92913;2026-04-17\|48.09\|0.31\|47.85\|48.31\|47.00\|107832;2026-04-20\|48.83\|1.54\|48.07\|49.54\|47.00\|140823;2026-04-21\|48.30\|-1.09\|48.42\|48.65\|47.02\|91145;2026-04-22\|48.62\|0.66\|48.35\|48.80\|47.73\|89752;2026-04-23\|49.13\|1.05\|48.77\|49.97\|48.58\|139392;2026-04-24\|47.99\|-2.32\|48.50\|48.95\|47.50\|107291;2026-04-27\|47.40\|-1.23\|47.81\|49.20\|47.00\|155378;2026-04-28\|45.52\|-3.97\|47.09\|47.50\|45.01\|132126;2026-04-29\|47.08\|3.43\|45.20\|47.50\|45.01\|153734;2026-04-30\|46.55\|-1.13\|46.88\|47.10\|45.83\|110050;2026-05-06\|47.17\|1.33\|46.77\|47.65\|46.76\|146421;2026-05-07\|48.95\|3.77\|47.17\|49.15\|46.80\|210530;2026-05-08\|47.88\|-2.19\|48.47\|48.57\|47.40\|159742;2026-05-11\|49.16\|2.67\|48.40\|49.99\|48.10\|182458;2026-05-12\|48.95\|-0.43\|50.81\|51.00\|48.68\|173866;2026-05-13\|53.85\|10.01\|48.73\|53.85\|48.72\|221266;2026-05-14\|57.68\|7.11\|54.93\|58.90\|54.11\|418689;2026-05-15\|57.92\|0.42\|57.23\|59.85\|57.23\|286721;2026-05-18\|63.35\|9.38\|58.49\|63.71\|58.49\|322945;2026-05-19\|64.47\|1.77\|63.33\|64.62\|60.50\|332282;2026-05-20\|64.39\|-0.12\|64.47\|65.58\|62.90\|208006;2026-05-21\|60.74\|-5.67\|64.50\|65.47\|60.00\|211774;2026-05-22\|62.40\|2.73\|61.50\|62.80\|59.75\|153493;2026-05-25\|60.30\|-3.37\|63.30\|63.44\|60.08\|178616;2026-05-26\|57.47\|-4.69\|60.50\|61.00\|56.60\|186802;2026-05-27\|56.00\|-1.79\|57.45\|59.50\|55.40\|158827;2026-05-28\|55.65\|-0.62\|55.90\|56.64\|54.79\|120654;2026-05-29\|54.29\|-2.44\|56.74\|57.38\|53.79\|157481;2026-06-01\|51.95\|-4.31\|54.30\|55.38\|51.63\|177710;2026-06-02\|51.95\|0.00\|52.19\|52.99\|50.02\|129509;2026-06-03\|51.28\|-1.29\|51.93\|53.36\|50.71\|126754;2026-06-04\|51.23\|-0.10\|50.58\|51.97\|50.33\|98102;2026-06-05\|50.90\|-0.64\|51.01\|53.21\|49.23\|160424;2026-06-08\|48.01\|-5.68\|48.39\|49.53\|47.48\|161716;2026-06-09\|48.85\|1.75\|48.52\|49.19\|47.50\|116754;2026-06-10\|46.41\|-4.99\|47.75\|48.36\|45.95\|144172;2026-06-11\|45.56\|-1.83\|46.09\|46.42\|44.44\|126341;2026-06-12\|45.48\|-0.18\|46.06\|47.20\|45.38\|121043;2026-06-15\|48.85\|7.41\|46.00\|49.03\|45.80\|219106;2026-06-16\|50.85\|4.09\|49.30\|51.36\|48.85\|210840;2026-06-17\|52.18\|2.62\|50.77\|52.86\|50.50\|183899;2026-06-18\|52.18\|0.00\|52.07\|52.60\|51.50\|123644;2026-06-22\|52.03\|-0.29\|53.00\|53.40\|50.96\|135952;2026-06-23\|49.40\|-5.05\|52.60\|52.80\|49.01\|134006;2026-06-24\|49.48\|0.16\|49.32\|50.36\|48.22\|90448;2026-06-25\|54.43\|10.00\|50.18\|54.43\|49.60\|125370;2026-06-26\|50.90\|-6.49\|55.95\|56.87\|50.55\|309595;2026-06-29\|48.72\|-4.28\|50.65\|50.90\|47.57\|197932;2026-06-30\|53.59\|10.00\|48.72\|53.59\|48.00\|173346;2026-07-01\|51.47\|-3.96\|53.80\|54.18\|51.15\|241488;2026-07-02\|49.07\|-4.66\|50.80\|51.54\|48.89\|160954;2026-07-03\|47.80\|-2.59\|49.30\|50.12\|47.71\|154103;2026-07-06\|47.45\|-0.73\|47.81\|49.79\|47.23\|150487;2026-07-07\|45.76\|-3.56\|47.45\|48.44\|45.40\|119920;2026-07-08\|41.18\|-10.01\|45.76\|46.10\|41.18\|226511;2026-07-09\|42.29\|2.70\|41.53\|42.52\|39.68\|161739
118036	英伟达Rubin成全球首个100%液冷AI计算平台	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-03-02\|21.50\|5.34\|19.95\|22.08\|19.81\|598109;2026-03-03\|20.05\|-6.74\|21.59\|21.68\|19.93\|420469;2026-03-04\|20.09\|0.20\|19.65\|20.84\|19.62\|297248;2026-03-05\|20.68\|2.94\|20.31\|21.20\|20.25\|343566;2026-03-06\|21.14\|2.22\|20.66\|21.45\|20.29\|352655;2026-03-09\|20.24\|-4.26\|20.40\|20.56\|19.18\|529461;2026-03-10\|21.10\|4.25\|20.41\|21.39\|20.16\|289390;2026-03-11\|20.45\|-3.08\|21.02\|21.43\|20.30\|270077;2026-03-12\|19.67\|-3.81\|20.40\|20.55\|19.35\|279120;2026-03-13\|19.19\|-2.44\|19.55\|19.75\|19.04\|223526;2026-03-16\|18.93\|-1.35\|19.11\|19.17\|18.28\|225046;2026-03-17\|18.21\|-3.80\|19.15\|19.30\|18.21\|144781;2026-03-18\|18.80\|3.24\|18.45\|18.89\|18.25\|156462;2026-03-19\|17.95\|-4.52\|18.31\|18.58\|17.82\|176097;2026-03-20\|17.52\|-2.40\|18.11\|18.36\|17.51\|146564;2026-03-23\|16.46\|-6.05\|17.14\|17.38\|16.24\|220211;2026-03-24\|18.11\|10.02\|16.80\|18.11\|16.69\|356181;2026-03-25\|18.72\|3.37\|18.45\|19.13\|18.31\|330703;2026-03-26\|18.08\|-3.42\|18.90\|18.90\|17.97\|181300;2026-03-27\|18.10\|0.11\|17.85\|18.42\|17.64\|194161;2026-03-30\|17.75\|-1.93\|17.71\|17.94\|17.29\|194793;2026-03-31\|17.22\|-2.99\|17.67\|17.93\|17.17\|162859;2026-04-01\|17.74\|3.02\|17.70\|17.98\|17.50\|162211;2026-04-02\|16.84\|-5.07\|17.57\|17.74\|16.70\|235518;2026-04-03\|16.74\|-0.59\|16.95\|17.04\|16.70\|118667;2026-04-07\|16.75\|0.06\|16.75\|17.02\|16.61\|105819;2026-04-08\|18.43\|10.03\|17.23\|18.43\|17.20\|299476;2026-04-09\|18.72\|1.57\|18.35\|18.95\|18.22\|335013;2026-04-10\|18.66\|-0.32\|18.99\|19.25\|18.61\|234319;2026-04-13\|18.60\|-0.32\|18.29\|18.68\|18.14\|232438;2026-04-14\|18.74\|0.75\|18.77\|18.97\|18.45\|276123;2026-04-15\|18.65\|-0.48\|19.00\|19.58\|18.53\|299515;2026-04-16\|19.26\|3.27\|18.68\|19.29\|18.42\|293773;2026-04-17\|19.26\|0.00\|19.06\|19.43\|18.96\|209783;2026-04-20\|19.54\|1.45\|19.60\|19.92\|19.06\|290567;2026-04-21\|20.37\|4.25\|19.19\|20.46\|18.93\|398834;2026-04-22\|22.41\|10.01\|20.88\|22.41\|20.60\|727533;2026-04-23\|22.43\|0.09\|22.83\|22.97\|21.67\|752205;2026-04-24\|22.22\|-0.94\|22.43\|22.60\|21.78\|381094;2026-04-27\|23.10\|3.96\|22.40\|23.25\|22.35\|551609;2026-04-28\|24.35\|5.41\|22.76\|25.40\|22.76\|734842;2026-04-29\|24.63\|1.15\|24.18\|24.64\|23.43\|457715;2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676
118035	建滔积层板再度涨价	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-02\|91.03\|6.41\|84.00\|91.91\|84.00\|885929;2026-03-03\|94.88\|4.23\|95.57\|98.69\|92.60\|1169033;2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457
118034	建滔积层板再度涨价	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-02\|289.77\|1.51\|278.58\|295.66\|278.58\|126711;2026-03-03\|270.95\|-6.49\|289.80\|290.95\|270.28\|99690;2026-03-04\|267.90\|-1.13\|269.00\|274.50\|265.20\|64515;2026-03-05\|268.16\|0.10\|274.80\|280.44\|265.20\|92348;2026-03-06\|263.78\|-1.63\|266.11\|268.96\|259.60\|57019;2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991
118033	建滔积层板再度涨价	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-02\|81.87\|-2.07\|82.00\|82.99\|80.80\|881460;2026-03-03\|76.22\|-6.90\|81.96\|82.49\|75.80\|916600;2026-03-04\|76.00\|-0.29\|75.55\|78.40\|74.65\|637145;2026-03-05\|76.45\|0.59\|78.01\|79.31\|75.62\|730877;2026-03-06\|75.41\|-1.36\|76.00\|77.26\|74.33\|449550;2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734
118032	建滔积层板再度涨价	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-03-02\|303.30\|-0.25\|300.00\|307.98\|296.89\|394378;2026-03-03\|284.00\|-6.36\|307.11\|308.80\|283.49\|443614;2026-03-04\|286.62\|0.92\|280.11\|295.55\|278.00\|315924;2026-03-05\|284.95\|-0.58\|293.10\|299.02\|280.62\|435024;2026-03-06\|278.39\|-2.30\|282.00\|285.29\|274.91\|291425;2026-03-09\|270.04\|-3.00\|270.00\|271.81\|260.20\|328942;2026-03-10\|289.00\|7.02\|278.00\|289.99\|276.50\|396578;2026-03-11\|284.80\|-1.45\|288.99\|290.55\|283.80\|262234;2026-03-12\|280.49\|-1.51\|282.99\|285.80\|273.40\|282158;2026-03-13\|278.23\|-0.81\|275.00\|287.49\|273.88\|299279;2026-03-16\|289.05\|3.89\|278.23\|289.90\|271.50\|371890;2026-03-17\|280.00\|-3.13\|305.01\|309.04\|280.00\|499209;2026-03-18\|289.65\|3.45\|282.13\|293.00\|277.01\|436798;2026-03-19\|277.28\|-4.27\|281.00\|283.58\|276.40\|326611;2026-03-20\|278.72\|0.52\|281.00\|286.90\|277.76\|331517;2026-03-23\|261.42\|-6.21\|267.82\|269.80\|260.47\|339920;2026-03-24\|266.06\|1.77\|263.23\|266.50\|259.18\|202279;2026-03-25\|266.44\|0.14\|270.79\|271.74\|265.00\|256858;2026-03-26\|268.89\|0.92\|265.11\|274.00\|262.43\|292531;2026-03-27\|262.10\|-2.53\|261.50\|265.99\|256.88\|228332;2026-03-30\|257.28\|-1.84\|257.00\|261.00\|252.68\|221769;2026-03-31\|251.00\|-2.44\|256.00\|261.00\|250.80\|219685;2026-04-01\|257.16\|2.45\|260.00\|261.00\|254.40\|230438;2026-04-02\|257.08\|-0.03\|256.00\|263.67\|254.20\|274305;2026-04-03\|263.68\|2.57\|258.04\|269.87\|258.00\|354970;2026-04-07\|264.88\|0.46\|266.19\|271.57\|263.01\|210926;2026-04-08\|285.88\|7.93\|273.98\|285.90\|270.05\|457691;2026-04-09\|278.02\|-2.75\|280.00\|283.70\|277.30\|341554;2026-04-10\|289.77\|4.23\|281.00\|295.80\|278.99\|484517;2026-04-13\|298.15\|2.89\|285.00\|301.99\|285.00\|450794;2026-04-14\|310.00\|3.97\|299.62\|314.00\|295.70\|581666;2026-04-15\|295.44\|-4.08\|310.00\|312.79\|292.55\|456222;2026-04-16\|303.50\|2.73\|298.70\|306.50\|293.00\|400180;2026-04-17\|326.42\|7.55\|305.04\|335.00\|301.36\|666512;2026-04-20\|343.00\|5.08\|329.00\|349.79\|326.90\|544758;2026-04-21\|330.90\|-3.53\|330.00\|338.88\|325.01\|499389;2026-04-22\|342.78\|3.59\|331.00\|345.00\|326.57\|465656;2026-04-23\|331.95\|-3.16\|346.11\|348.00\|326.00\|506822;2026-04-24\|315.59\|-4.93\|325.32\|333.80\|310.46\|515921;2026-04-27\|317.40\|0.57\|318.64\|327.00\|315.59\|350620;2026-04-28\|313.06\|-1.37\|320.00\|320.78\|309.28\|283772;2026-04-29\|333.87\|6.65\|306.00\|343.10\|304.00\|625825;2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242045;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177
118031	建滔积层板再度涨价	涨停揭秘：美联新材控股孙公司辉虹科技M9材料（苊烯树脂）已实现量产，该材料为5G基站与服务器PCB高频高速基材关键原料，填补国内空白，叠加PCB行业龙头一季度普遍业绩大增；涨停缘由：M9材料通过主流PCB厂商认证并小批量供货；AI服务器升级带动高频覆铜板需求爆发；国产替代进程提速；资金逻辑：PCB上游材料端资金关注度提升，美联新材作为新材料突破代表获游资快速建仓，近两日换手率升至8.2%，远超板块均值；风险提示：M9材料当前营收占比低，量产规模与客户导入进度未公开披露；PCB行业整体产能过剩，价格竞争压力仍存	公司控股孙公司辉虹科技生产的M9材料苊烯树脂已量产	2026-03-02\|10.52\|-4.54\|10.68\|10.98\|10.41\|201856;2026-03-03\|10.00\|-4.94\|10.52\|10.58\|9.96\|194844;2026-03-04\|9.90\|-1.00\|9.86\|10.17\|9.85\|117764;2026-03-05\|10.06\|1.62\|10.10\|10.21\|9.95\|99188;2026-03-06\|9.99\|-0.70\|10.04\|10.17\|9.97\|101559;2026-03-09\|9.95\|-0.40\|9.88\|9.96\|9.61\|125171;2026-03-10\|10.19\|2.41\|10.15\|10.35\|10.05\|102454;2026-03-11\|10.27\|0.79\|10.19\|10.48\|10.19\|105684;2026-03-12\|10.03\|-2.34\|10.30\|10.35\|9.96\|98759;2026-03-13\|10.09\|0.60\|9.97\|10.25\|9.97\|87436;2026-03-16\|10.36\|2.68\|10.10\|10.46\|9.93\|177580;2026-03-17\|9.98\|-3.67\|10.38\|10.71\|9.96\|173367;2026-03-18\|10.01\|0.30\|9.98\|10.05\|9.89\|88688;2026-03-19\|9.65\|-3.60\|9.91\|9.97\|9.62\|108974;2026-03-20\|9.22\|-4.46\|9.77\|9.80\|9.22\|99024;2026-03-23\|8.67\|-5.97\|9.00\|9.15\|8.56\|156561;2026-03-24\|8.90\|2.65\|8.97\|8.97\|8.55\|89533;2026-03-25\|9.19\|3.26\|8.93\|9.28\|8.89\|87351;2026-03-26\|9.18\|-0.11\|9.23\|9.44\|9.10\|80901;2026-03-27\|9.33\|1.63\|9.04\|9.37\|9.01\|73525;2026-03-30\|9.45\|1.29\|9.20\|9.46\|9.19\|63255;2026-03-31\|9.16\|-3.07\|9.45\|9.56\|9.15\|73817;2026-04-01\|9.26\|1.09\|9.36\|9.40\|9.17\|48911;2026-04-02\|9.00\|-2.81\|9.25\|9.25\|8.91\|58943;2026-04-03\|8.99\|-0.11\|9.00\|9.14\|8.87\|51430;2026-04-07\|9.49\|5.56\|9.00\|9.68\|9.00\|163354;2026-04-08\|9.56\|0.74\|9.59\|9.75\|9.38\|187115;2026-04-09\|9.36\|-2.09\|9.43\|9.63\|9.28\|124794;2026-04-10\|9.48\|1.28\|9.40\|9.62\|9.33\|118026;2026-04-13\|9.88\|4.22\|9.40\|10.18\|9.33\|223108;2026-04-14\|10.59\|7.19\|10.26\|11.00\|10.00\|686166;2026-04-15\|10.06\|-5.00\|10.55\|10.58\|10.02\|308069;2026-04-16\|10.15\|0.89\|10.10\|10.19\|10.01\|159499;2026-04-17\|10.60\|4.43\|10.14\|10.65\|10.08\|305088;2026-04-20\|10.92\|3.02\|10.70\|11.48\|10.64\|444678;2026-04-21\|10.78\|-1.28\|10.86\|10.97\|10.57\|211977;2026-04-22\|10.89\|1.02\|10.94\|11.04\|10.70\|225324;2026-04-23\|10.34\|-5.05\|10.55\|10.60\|10.28\|280252;2026-04-24\|10.07\|-2.61\|10.32\|10.36\|10.00\|177050;2026-04-27\|10.43\|3.58\|10.04\|10.53\|9.95\|177590;2026-04-28\|11.79\|13.04\|10.36\|11.97\|10.31\|857632;2026-04-29\|11.99\|1.70\|11.67\|12.23\|11.36\|559256;2026-04-30\|11.65\|-2.84\|12.16\|12.26\|11.61\|304798;2026-05-06\|11.91\|2.23\|11.60\|11.97\|11.56\|267779;2026-05-07\|12.05\|1.18\|12.20\|12.39\|11.94\|383812;2026-05-08\|11.70\|-2.90\|11.94\|11.99\|11.60\|348792;2026-05-11\|12.35\|5.56\|11.98\|12.56\|11.79\|486657;2026-05-12\|12.00\|-2.83\|12.21\|12.26\|11.87\|316358;2026-05-13\|12.28\|2.33\|11.97\|12.53\|11.83\|456204;2026-05-14\|11.79\|-3.99\|12.40\|12.40\|11.79\|325055;2026-05-15\|11.72\|-0.59\|11.89\|12.43\|11.59\|318140;2026-05-18\|11.64\|-0.68\|11.65\|12.06\|11.34\|267108;2026-05-19\|11.92\|2.41\|11.65\|12.00\|11.50\|249580;2026-05-20\|12.06\|1.17\|11.88\|12.25\|11.49\|308553;2026-05-21\|11.28\|-6.47\|12.10\|12.29\|11.18\|347299;2026-05-22\|12.37\|9.66\|11.51\|12.44\|11.39\|557681;2026-05-25\|11.92\|-3.64\|12.69\|12.93\|11.82\|462015;2026-05-26\|12.59\|5.62\|11.88\|12.81\|11.49\|612127;2026-05-27\|12.07\|-4.13\|12.62\|12.87\|11.83\|550478;2026-05-28\|12.36\|2.40\|11.90\|12.53\|11.78\|518220;2026-05-29\|11.43\|-7.52\|12.37\|12.42\|11.31\|474598;2026-06-01\|11.30\|-1.14\|11.36\|11.95\|11.29\|318228;2026-06-02\|11.40\|0.89\|11.40\|11.57\|10.97\|271672;2026-06-03\|11.46\|0.53\|11.35\|11.85\|11.05\|360808;2026-06-04\|11.75\|2.53\|11.35\|12.34\|11.29\|522235;2026-06-05\|12.03\|2.38\|11.60\|12.47\|10.90\|607836;2026-06-08\|11.28\|-6.23\|11.70\|11.96\|11.16\|386091;2026-06-09\|12.18\|7.98\|12.18\|12.57\|11.80\|691358;2026-06-10\|12.46\|2.30\|12.08\|13.05\|12.06\|563917;2026-06-11\|12.31\|-1.20\|12.54\|12.79\|12.15\|426055;2026-06-12\|13.19\|7.15\|12.59\|14.40\|12.59\|761916;2026-06-15\|13.82\|4.78\|13.72\|13.96\|13.33\|600588;2026-06-16\|14.38\|4.05\|13.58\|14.66\|13.48\|699828;2026-06-17\|14.72\|2.36\|14.32\|15.24\|14.11\|742320;2026-06-18\|15.20\|3.26\|14.70\|15.39\|14.24\|669491;2026-06-22\|16.59\|9.14\|15.50\|16.67\|15.40\|773986;2026-06-23\|15.70\|-5.36\|16.38\|16.69\|15.51\|555392;2026-06-24\|15.32\|-2.42\|15.38\|15.79\|14.80\|524405;2026-06-25\|16.18\|5.61\|15.32\|17.40\|14.94\|689171;2026-06-26\|15.41\|-4.76\|15.88\|16.17\|15.12\|499191;2026-06-29\|14.11\|-8.44\|15.18\|15.66\|14.04\|711070;2026-06-30\|15.64\|10.84\|14.39\|15.79\|14.19\|565719;2026-07-01\|16.56\|5.88\|16.01\|16.96\|16.01\|613419;2026-07-02\|15.49\|-6.46\|15.95\|16.51\|15.40\|395761;2026-07-03\|14.35\|-7.36\|15.31\|15.45\|14.33\|450940;2026-07-06\|13.66\|-4.81\|14.41\|14.88\|13.36\|395221;2026-07-07\|13.34\|-2.34\|13.73\|14.43\|13.27\|340534;2026-07-08\|12.48\|-6.45\|13.40\|13.48\|12.32\|385130;2026-07-09\|12.41\|-0.56\|12.53\|12.83\|11.85\|315445
118030	建滔积层板再度涨价	800G光模块+PCB+定增AI服务器行业原因： 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3月28日年报，公司已自主研发掌握800G光模块PCB生产工艺技术，采用ultra Low Loss等级高速板材。 2、据2026年5月13日公告，公司1.6T/800G光模块PCB产品尚处于试样阶段，未形成收入；据2026年5月11日投资者关系活动记录表，公司提供PCB样板到批量板一站式服务，在快件样板领域具良好口碑。 3、据2026年5月12日公告，公司拟以简易程序向特定对象发行股票募资不超过1.3亿元，用于高多层及HDI产线技改，旨在切入AI服务器、高速光模块等新兴赛道。	1、公司拥有深圳、信丰和珠海三个制造基地，PCB业务涵盖样板、小批量板和大批量板，是行业内为数不多可以为客户提供从样板到批量生产一站式服务的PCB企业； 2、公司表示在光模块领域已积累了相关产品经验和客户，目前可批量接单； 3、公司产品主要应用于工业机器人类型产品，如焊接机器人、多关节机器人、智能协作机器人、移动机器人等;	2026-03-02\|22.06\|0.41\|21.50\|22.88\|21.08\|67416;2026-03-03\|22.79\|3.31\|22.06\|23.68\|21.32\|113474;2026-03-04\|23.14\|1.54\|22.08\|24.29\|22.08\|120110;2026-03-05\|24.78\|7.09\|23.65\|25.38\|23.37\|121713;2026-03-06\|26.10\|5.33\|24.08\|26.96\|24.08\|148441;2026-03-09\|24.50\|-6.13\|25.49\|25.66\|23.20\|142481;2026-03-10\|29.40\|20.00\|24.80\|29.40\|24.70\|119654;2026-03-11\|29.75\|1.19\|31.16\|32.35\|29.39\|234544;2026-03-12\|28.55\|-4.03\|29.21\|31.47\|28.10\|195798;2026-03-13\|26.85\|-5.95\|27.86\|28.43\|26.78\|138993;2026-03-16\|27.41\|2.09\|26.84\|27.69\|25.90\|116337;2026-03-17\|25.48\|-7.04\|27.00\|27.19\|25.35\|122269;2026-03-18\|26.27\|3.10\|25.67\|26.50\|25.55\|85386;2026-03-19\|26.80\|2.02\|26.24\|27.29\|25.73\|97210;2026-03-20\|28.00\|4.48\|27.00\|29.79\|26.88\|169814;2026-03-23\|25.97\|-7.25\|26.88\|28.32\|25.66\|117490;2026-03-24\|26.05\|0.31\|26.74\|26.89\|25.02\|105072;2026-03-25\|27.10\|4.03\|26.70\|28.46\|26.70\|100873;2026-03-26\|25.81\|-4.76\|27.00\|27.62\|25.71\|87088;2026-03-27\|25.46\|-1.36\|25.30\|25.89\|24.70\|73673;2026-03-30\|24.77\|-2.71\|24.80\|24.98\|23.76\|79393;2026-03-31\|23.27\|-6.06\|24.40\|24.79\|23.00\|87277;2026-04-01\|23.82\|2.36\|24.10\|24.74\|23.71\|91380;2026-04-02\|23.23\|-2.48\|23.84\|24.80\|23.06\|79026;2026-04-03\|23.66\|1.85\|23.63\|24.38\|23.14\|62878;2026-04-07\|24.20\|2.28\|23.42\|24.75\|23.42\|60242;2026-04-08\|29.04\|20.00\|25.00\|29.04\|24.80\|119917;2026-04-09\|28.01\|-3.55\|28.61\|28.98\|27.66\|155865;2026-04-10\|27.36\|-2.32\|28.01\|28.30\|27.10\|107189;2026-04-13\|28.49\|4.13\|27.37\|28.74\|26.65\|125702;2026-04-14\|33.07\|16.08\|28.64\|33.96\|28.60\|226592;2026-04-15\|34.85\|5.38\|34.86\|37.37\|33.73\|246003;2026-04-16\|34.37\|-1.38\|35.14\|35.24\|32.35\|142373;2026-04-17\|36.42\|5.96\|34.75\|37.74\|33.50\|178331;2026-04-20\|35.79\|-1.73\|36.01\|37.39\|34.70\|124915;2026-04-21\|38.20\|6.73\|35.87\|38.80\|35.00\|115883;2026-04-22\|38.10\|-0.26\|38.58\|40.94\|36.50\|129583;2026-04-23\|36.10\|-5.25\|37.60\|38.39\|35.67\|127020;2026-04-24\|33.11\|-8.28\|36.10\|36.20\|32.32\|161436;2026-04-27\|33.69\|1.75\|34.00\|34.94\|33.40\|103279;2026-04-28\|34.35\|1.96\|33.72\|35.44\|32.50\|121758;2026-04-29\|38.39\|11.76\|35.33\|40.97\|34.59\|205018;2026-04-30\|45.53\|18.60\|39.20\|46.07\|39.20\|248919;2026-05-06\|44.90\|-1.38\|45.00\|47.00\|44.11\|167366;2026-05-07\|46.50\|3.56\|44.69\|46.84\|42.33\|206108;2026-05-08\|53.34\|14.71\|48.82\|55.80\|48.82\|253295;2026-05-11\|59.24\|11.06\|52.90\|61.00\|52.50\|266415;2026-05-12\|61.97\|4.61\|59.25\|64.31\|58.00\|226267;2026-05-13\|60.52\|-2.34\|58.00\|61.69\|57.80\|144054;2026-05-14\|64.87\|7.19\|62.66\|66.60\|59.00\|149702;2026-05-15\|65.21\|0.52\|63.00\|70.20\|62.80\|122107;2026-05-18\|63.30\|-2.93\|63.23\|64.95\|60.60\|113804;2026-05-19\|63.43\|0.21\|63.75\|64.49\|58.87\|116870;2026-05-20\|65.90\|3.89\|63.00\|68.00\|62.00\|115291;2026-05-21\|59.61\|-9.54\|67.19\|69.19\|59.50\|127977;2026-05-22\|62.14\|4.24\|62.00\|63.63\|59.75\|132798;2026-05-25\|57.12\|-8.08\|63.23\|63.23\|54.46\|170501;2026-05-26\|53.20\|-6.86\|57.30\|57.80\|51.80\|127786;2026-05-27\|50.63\|-4.83\|53.20\|53.20\|49.31\|105214;2026-05-28\|52.72\|4.13\|50.52\|53.20\|49.52\|95891;2026-05-29\|48.05\|-8.86\|52.72\|52.72\|47.00\|103129;2026-06-01\|46.88\|-2.44\|48.92\|49.21\|46.32\|69596;2026-06-02\|48.88\|4.27\|47.61\|49.76\|45.00\|97604;2026-06-03\|58.66\|20.01\|50.18\|58.66\|50.18\|144364;2026-06-04\|56.70\|-3.34\|57.43\|58.80\|54.43\|171870;2026-06-05\|54.68\|-3.56\|56.20\|58.49\|54.01\|124417;2026-06-08\|50.11\|-8.36\|50.00\|52.61\|49.21\|90368;2026-06-09\|50.68\|1.14\|52.00\|52.98\|49.48\|87524;2026-06-10\|47.70\|-5.88\|49.00\|49.66\|46.40\|104904;2026-06-11\|46.99\|-1.49\|46.66\|47.50\|45.67\|67707;2026-06-12\|45.90\|-2.32\|48.00\|48.89\|45.62\|85383;2026-06-15\|49.90\|8.71\|46.98\|50.73\|46.82\|94019;2026-06-16\|51.68\|3.57\|50.55\|52.90\|48.55\|121978;2026-06-17\|52.55\|1.68\|50.18\|54.85\|49.03\|134737;2026-06-18\|56.84\|8.16\|51.98\|58.44\|51.33\|143279;2026-06-22\|55.26\|-2.78\|56.00\|57.89\|52.52\|135472;2026-06-23\|52.24\|-5.47\|54.70\|54.70\|51.11\|90877;2026-06-24\|54.50\|4.33\|51.72\|54.99\|51.65\|100902;2026-06-25\|54.36\|-0.26\|55.10\|58.92\|52.81\|133889;2026-06-26\|49.52\|-8.90\|53.42\|53.99\|49.33\|94249;2026-06-29\|48.16\|-2.75\|50.00\|51.84\|46.18\|64471;2026-06-30\|53.56\|11.21\|47.90\|56.11\|47.01\|120572;2026-07-01\|50.73\|-5.28\|52.17\|54.97\|50.41\|91496;2026-07-02\|46.26\|-8.81\|49.45\|50.78\|45.99\|60440;2026-07-03\|44.00\|-4.89\|46.08\|46.51\|44.00\|68464;2026-07-06\|40.87\|-7.11\|43.38\|44.00\|39.26\|67615;2026-07-07\|38.92\|-4.77\|41.03\|41.30\|37.99\|52555;2026-07-08\|37.21\|-4.39\|38.86\|39.79\|36.66\|5707608;2026-07-09\|38.62\|3.79\|37.58\|38.65\|35.72\|5711197
118029	建滔积层板再度涨价	PCB+1.6T光模块+定增加码AI 1、据2026年6月12日定增募集说明书，公司拟募资9.5亿元用于年产60万平方米高多层、HDI电路板项目，重点拓展AI服务器、光模块等高附加值领域，目标成为AI领域核心供应商。 2、据2026年6月12日定增募集说明书及2026年4月9日可行性分析报告，公司已掌握Tenting工艺1.6T光模块板制造技术及RCC工艺800G光模块板制造技术，相关产品正处于各目标客户专项认证阶段。 3、据2026年3月31日年报及4月23日一季报，公司系内资PCB百强企业，主营高品质PCB，外销营收占比53.50%，2026年一季度实现营收5.74亿元，同比增长41.23%。	公司专注于印制电路板小、中、大批量板的制造，5G领域产品主要应用于路由器、交换机等；应用于新能源汽车的激光雷达产品已接入小批量量产订单	2026-03-02\|53.88\|2.12\|50.31\|56.40\|50.31\|123762;2026-03-03\|48.60\|-9.80\|53.35\|53.88\|48.01\|127166;2026-03-04\|49.08\|0.99\|48.20\|50.28\|48.00\|66104;2026-03-05\|48.55\|-1.08\|50.32\|50.98\|48.17\|79604;2026-03-06\|48.36\|-0.39\|48.00\|49.74\|46.81\|70979;2026-03-09\|47.00\|-2.81\|46.50\|47.19\|44.63\|77858;2026-03-10\|50.34\|7.11\|47.89\|50.50\|47.89\|87244;2026-03-11\|50.41\|0.14\|50.21\|51.24\|49.53\|71356;2026-03-12\|49.19\|-2.42\|49.73\|50.50\|48.23\|58758;2026-03-13\|49.61\|0.85\|48.49\|50.10\|48.25\|58749;2026-03-16\|50.70\|2.20\|48.72\|50.70\|46.91\|93014;2026-03-17\|46.40\|-8.48\|50.68\|50.68\|46.36\|88952;2026-03-18\|48.87\|5.32\|47.19\|49.10\|46.62\|69517;2026-03-19\|47.43\|-2.95\|48.35\|48.85\|47.10\|45461;2026-03-20\|45.54\|-3.98\|47.98\|48.60\|45.54\|54917;2026-03-23\|42.30\|-7.11\|44.46\|44.93\|41.92\|70387;2026-03-24\|44.01\|4.04\|43.60\|44.20\|42.20\|52514;2026-03-25\|45.25\|2.82\|44.68\|45.85\|44.50\|42105;2026-03-26\|44.43\|-1.81\|44.99\|45.95\|44.15\|31731;2026-03-27\|44.35\|-0.18\|43.92\|45.13\|43.41\|30364;2026-03-30\|44.30\|-0.11\|43.90\|44.38\|42.93\|29076;2026-03-31\|39.80\|-10.16\|41.60\|41.68\|39.71\|91646;2026-04-01\|40.33\|1.33\|40.83\|41.08\|40.10\|62572;2026-04-02\|38.42\|-4.74\|39.90\|40.02\|38.05\|59425;2026-04-03\|37.86\|-1.46\|38.71\|38.93\|37.81\|28238;2026-04-07\|37.97\|0.29\|38.20\|38.78\|37.70\|32064;2026-04-08\|41.14\|8.35\|39.21\|41.27\|39.10\|52079;2026-04-09\|40.71\|-1.05\|40.49\|41.06\|40.12\|36860;2026-04-10\|41.01\|0.74\|40.96\|41.88\|40.72\|37387;2026-04-13\|42.09\|2.63\|40.53\|42.28\|40.49\|41464;2026-04-14\|43.71\|3.85\|42.44\|44.59\|42.44\|58579;2026-04-15\|42.33\|-3.16\|43.81\|44.07\|41.98\|47616;2026-04-16\|43.13\|1.89\|42.41\|43.56\|42.01\|43996;2026-04-17\|44.07\|2.18\|42.70\|44.39\|42.57\|45611;2026-04-20\|43.63\|-1.00\|44.16\|44.43\|43.31\|44985;2026-04-21\|44.10\|1.08\|43.62\|44.40\|43.20\|41489;2026-04-22\|45.33\|2.79\|43.89\|45.36\|43.75\|56755;2026-04-23\|47.53\|4.85\|44.72\|47.80\|44.72\|134190;2026-04-24\|46.75\|-1.64\|46.99\|47.60\|45.49\|84729;2026-04-27\|47.65\|1.93\|46.67\|50.29\|46.23\|90673;2026-04-28\|45.36\|-4.81\|47.30\|47.50\|45.03\|64522;2026-04-29\|45.80\|0.97\|44.80\|46.29\|44.60\|46327;2026-04-30\|45.57\|-0.20\|45.71\|46.38\|44.15\|54364;2026-05-06\|46.46\|1.95\|45.94\|47.74\|45.54\|75667;2026-05-07\|47.41\|2.04\|46.48\|47.66\|45.80\|69419;2026-05-08\|50.64\|6.81\|46.55\|51.10\|46.03\|149312;2026-05-11\|54.98\|8.57\|50.64\|57.80\|50.26\|216441;2026-05-12\|51.45\|-6.42\|54.01\|54.90\|50.56\|169149;2026-05-13\|52.06\|1.19\|52.75\|56.80\|51.53\|208793;2026-05-14\|52.97\|1.75\|52.21\|54.47\|51.00\|184244;2026-05-15\|51.70\|-2.40\|52.89\|54.65\|51.01\|144040;2026-05-18\|52.50\|1.55\|51.70\|52.88\|50.60\|109091;2026-05-19\|52.19\|-0.59\|52.01\|52.58\|50.38\|95519;2026-05-20\|50.68\|-2.89\|50.89\|51.56\|50.20\|88882;2026-05-21\|47.91\|-5.47\|50.81\|51.96\|47.50\|100275;2026-05-22\|52.01\|8.56\|49.01\|52.30\|49.01\|131310;2026-05-25\|54.28\|4.36\|51.89\|54.68\|51.89\|129867;2026-05-26\|55.14\|1.58\|54.90\|55.80\|53.77\|127848;2026-05-27\|52.99\|-3.90\|55.00\|55.50\|52.41\|93441;2026-05-28\|55.74\|5.19\|52.27\|55.98\|51.91\|131111;2026-05-29\|53.29\|-4.40\|56.05\|56.88\|52.80\|153727;2026-06-01\|51.07\|-4.17\|53.35\|54.50\|50.40\|94386;2026-06-02\|51.07\|0.00\|50.70\|52.16\|49.37\|72209;2026-06-03\|49.79\|-2.51\|51.00\|51.72\|48.70\|96566;2026-06-04\|51.49\|3.41\|48.84\|51.64\|48.55\|81585;2026-06-05\|50.75\|-1.44\|50.06\|52.72\|48.08\|108767;2026-06-08\|50.06\|-1.36\|48.09\|51.42\|47.01\|90950;2026-06-09\|51.72\|3.32\|50.56\|52.22\|49.91\|86042;2026-06-10\|49.32\|-4.64\|50.74\|51.43\|48.35\|63884;2026-06-11\|52.76\|6.97\|49.01\|52.98\|48.21\|103607;2026-06-12\|52.25\|-0.97\|52.83\|55.19\|51.88\|119323;2026-06-15\|58.97\|12.86\|53.60\|60.75\|53.54\|167929;2026-06-16\|59.58\|1.03\|58.98\|59.88\|58.00\|121475;2026-06-17\|60.02\|0.74\|58.90\|61.67\|58.49\|133527;2026-06-18\|62.28\|3.77\|59.50\|62.82\|59.08\|133086;2026-06-22\|59.72\|-4.11\|62.95\|63.30\|58.45\|131144;2026-06-23\|57.37\|-3.94\|59.65\|59.65\|56.51\|89756;2026-06-24\|60.96\|6.26\|57.30\|63.36\|56.88\|113510;2026-06-25\|59.55\|-2.31\|60.97\|61.33\|59.33\|79765;2026-06-26\|56.35\|-5.37\|58.74\|60.05\|56.25\|81424;2026-06-29\|62.03\|10.08\|57.00\|65.27\|56.11\|177809;2026-06-30\|69.24\|11.62\|61.45\|72.25\|60.56\|173198;2026-07-01\|83.09\|20.00\|68.50\|83.09\|67.68\|215301;2026-07-02\|72.59\|-12.64\|78.01\|79.09\|72.09\|190200;2026-07-03\|68.26\|-5.96\|74.44\|74.44\|68.01\|149522;2026-07-06\|65.35\|-4.26\|69.63\|69.92\|62.83\|119573;2026-07-07\|60.90\|-6.81\|64.81\|65.11\|59.90\|88077;2026-07-08\|57.71\|-5.24\|61.60\|61.89\|57.60\|78458;2026-07-09\|59.24\|2.65\|59.52\|59.58\|55.77\|82631
118028	建滔积层板再度涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-03-02\|97.05\|-2.14\|96.59\|100.98\|96.59\|17434;2026-03-03\|91.20\|-6.03\|96.73\|97.88\|91.19\|22574;2026-03-04\|88.93\|-2.49\|90.44\|91.82\|87.50\|19607;2026-03-05\|89.39\|0.52\|91.50\|92.00\|87.80\|15073;2026-03-06\|89.75\|0.40\|88.62\|92.50\|87.15\|12162;2026-03-09\|86.65\|-3.45\|88.78\|88.78\|83.00\|16986;2026-03-10\|91.40\|5.48\|88.38\|92.18\|88.38\|14997;2026-03-11\|95.80\|4.81\|91.67\|101.00\|91.67\|37805;2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|3792862;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|3698050
118027	建滔积层板再度涨价	AI服务器电源+PCB+机器人行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司CIPB芯片埋入功率板产品已顺利完成对头部AI服务器电源客户的样品验证，正式进入其供应链体系并开始小批量生产，主要聚焦AI服务器电源一次电源细分市场。 2、据2026年5月22日投资者关系活动记录表，公司控股子公司皖粤光电，拥有 DBC、DPC、AMB 全系列陶瓷基板工艺，具备研发生产AI服务器所需高导热氮化铝陶瓷基板的能力，现阶段主要应用于新能源汽车、光伏储能、光通信、半导体功率器件等高功率、高可靠性、高散热要求的应用场景。 3、据2026年5月22日投资者关系活动记录表2025年度网上业绩说明会，公司通过投资入股智鼎机器人智元机器人旗下企业并与其开展业务合作，为商用清洁机器人等提供定制化PCB解决方案，应用于底盘驱动、电源管理等核心部件。	业内最早攻克5G基站天线用中高频多层板生产技术的少数厂商之一；公司表示布局低空卫星等卫星通信产品，并为国内相关企业研发打样，6G通信用PCB是公司未来主要发展方向之一	2026-03-02\|62.48\|-2.38\|62.68\|63.78\|61.98\|34698;2026-03-03\|58.14\|-6.95\|62.99\|63.13\|58.02\|42248;2026-03-04\|60.00\|3.20\|57.24\|61.38\|57.24\|32836;2026-03-05\|60.60\|1.00\|61.50\|62.42\|60.41\|31445;2026-03-06\|60.63\|0.05\|60.51\|61.36\|59.65\|23241;2026-03-09\|58.97\|-2.74\|59.36\|59.50\|57.27\|30546;2026-03-10\|65.56\|11.18\|60.13\|66.60\|60.13\|77569;2026-03-11\|66.52\|1.46\|65.24\|69.98\|65.24\|82797;2026-03-12\|64.20\|-3.49\|66.29\|67.01\|63.85\|47234;2026-03-13\|63.02\|-1.84\|64.00\|64.80\|62.88\|34493;2026-03-16\|70.99\|12.65\|63.00\|72.72\|62.54\|115208;2026-03-17\|66.99\|-5.63\|70.00\|70.33\|66.50\|70417;2026-03-18\|67.97\|1.46\|67.10\|68.80\|66.56\|82741;2026-03-19\|66.52\|-2.13\|64.98\|68.52\|64.52\|55451;2026-03-20\|66.78\|0.39\|68.39\|73.88\|66.63\|97090;2026-03-23\|63.30\|-5.21\|63.50\|66.46\|62.02\|70295;2026-03-24\|66.01\|4.28\|65.50\|66.20\|62.03\|55435;2026-03-25\|67.51\|2.27\|66.90\|69.50\|66.50\|46199;2026-03-26\|67.36\|-0.22\|66.85\|70.77\|66.66\|55402;2026-03-27\|65.83\|-2.27\|65.90\|67.15\|63.50\|50851;2026-03-30\|65.50\|-0.50\|64.66\|67.50\|64.00\|46417;2026-03-31\|62.48\|-4.61\|65.00\|65.80\|61.61\|47824;2026-04-01\|71.52\|14.47\|65.71\|74.98\|65.00\|152162;2026-04-02\|68.73\|-3.90\|70.00\|70.87\|68.37\|105185;2026-04-03\|69.65\|1.34\|69.05\|71.16\|68.34\|85098;2026-04-07\|70.58\|1.34\|69.69\|73.15\|69.69\|74954;2026-04-08\|76.57\|8.49\|72.60\|76.88\|71.05\|116460;2026-04-09\|72.90\|-4.79\|74.62\|75.00\|72.80\|80378;2026-04-10\|73.00\|0.14\|73.40\|75.65\|72.72\|63116;2026-04-13\|76.05\|4.18\|71.80\|76.10\|71.01\|66974;2026-04-14\|74.92\|-1.49\|75.29\|78.08\|74.26\|78170;2026-04-15\|72.17\|-3.67\|75.68\|75.80\|71.81\|69136;2026-04-16\|74.50\|3.23\|72.19\|74.95\|71.51\|66984;2026-04-17\|77.50\|4.03\|72.14\|78.18\|70.59\|100619;2026-04-20\|75.41\|-2.70\|76.11\|76.66\|74.70\|58479;2026-04-21\|75.09\|-0.42\|74.11\|75.70\|73.45\|43059;2026-04-22\|74.71\|-0.51\|76.60\|76.98\|73.90\|45612;2026-04-23\|69.60\|-6.84\|73.80\|74.00\|69.00\|58909;2026-04-24\|68.08\|-2.18\|67.67\|69.50\|67.02\|32010;2026-04-27\|68.73\|0.95\|68.50\|70.20\|68.33\|32802;2026-04-28\|71.58\|4.15\|68.07\|71.59\|65.81\|45675;2026-04-29\|69.70\|-2.63\|70.15\|71.38\|69.70\|37134;2026-04-30\|71.15\|2.08\|70.50\|72.25\|69.75\|33759;2026-05-06\|73.98\|3.98\|71.50\|74.00\|70.60\|41692;2026-05-07\|74.59\|0.82\|73.25\|75.00\|72.85\|39592;2026-05-08\|72.90\|-2.27\|73.85\|74.77\|72.79\|35779;2026-05-11\|73.65\|1.03\|73.30\|74.30\|72.75\|37073;2026-05-12\|79.85\|8.42\|73.94\|80.09\|72.01\|96932;2026-05-13\|88.87\|11.30\|77.82\|91.00\|77.51\|121830;2026-05-14\|84.70\|-4.69\|88.86\|91.98\|84.63\|86043;2026-05-15\|81.98\|-3.21\|86.94\|86.94\|79.77\|61952;2026-05-18\|87.25\|6.43\|81.00\|88.52\|79.90\|80708;2026-05-19\|84.60\|-3.04\|86.06\|87.00\|83.20\|48559;2026-05-20\|86.97\|2.80\|86.05\|89.90\|84.15\|67697;2026-05-21\|88.68\|1.97\|87.92\|93.23\|85.61\|91266;2026-05-22\|96.68\|9.02\|90.65\|99.77\|90.00\|93288;2026-05-25\|97.00\|0.33\|95.72\|99.50\|92.71\|78541;2026-05-26\|90.90\|-6.29\|95.10\|95.10\|86.00\|63923;2026-05-27\|85.00\|-6.49\|89.00\|90.61\|83.74\|55182;2026-05-28\|102.00\|20.00\|85.00\|102.00\|84.11\|105164;2026-05-29\|103.69\|1.66\|105.06\|110.02\|103.00\|113027;2026-06-01\|106.50\|2.71\|104.04\|114.06\|104.04\|95423;2026-06-02\|111.66\|4.85\|105.13\|112.88\|102.19\|101531;2026-06-03\|105.00\|-5.96\|108.00\|113.77\|104.00\|96452;2026-06-04\|109.75\|4.52\|103.04\|112.50\|99.87\|87180;2026-06-05\|113.83\|3.72\|106.40\|115.32\|103.16\|93261;2026-06-08\|96.99\|-14.79\|105.00\|107.07\|96.90\|80763;2026-06-09\|98.67\|1.73\|100.65\|101.00\|94.00\|59790;2026-06-10\|91.79\|-6.97\|95.51\|95.93\|89.20\|56010;2026-06-11\|89.61\|-2.38\|90.29\|93.40\|88.00\|47638;2026-06-12\|87.31\|-2.57\|93.86\|94.66\|87.00\|50244;2026-06-15\|94.22\|7.91\|89.50\|94.87\|89.10\|47905;2026-06-16\|113.06\|20.00\|94.65\|113.06\|93.00\|87307;2026-06-17\|113.92\|0.76\|109.06\|117.53\|108.01\|90897;2026-06-18\|115.25\|1.17\|113.23\|116.68\|111.01\|61251;2026-06-22\|111.91\|-2.90\|117.54\|117.96\|108.52\|53804;2026-06-23\|109.30\|-2.33\|111.57\|112.50\|105.55\|40113;2026-06-24\|82.50\|5.77\|78.44\|83.33\|77.81\|95805;2026-06-25\|82.20\|-0.36\|81.13\|84.45\|78.20\|91753;2026-06-26\|78.00\|-5.11\|81.01\|83.00\|77.58\|60359;2026-06-29\|74.66\|-4.28\|78.09\|80.30\|71.45\|69253;2026-06-30\|86.17\|15.42\|74.66\|86.86\|73.50\|100718;2026-07-01\|80.39\|-6.71\|86.04\|87.60\|79.79\|80126;2026-07-02\|83.00\|3.25\|78.00\|88.60\|77.08\|107610;2026-07-03\|83.40\|0.48\|83.00\|86.20\|79.21\|84769;2026-07-06\|79.70\|-4.44\|83.62\|84.00\|77.88\|67327;2026-07-07\|75.30\|-5.52\|78.88\|81.88\|73.78\|55258;2026-07-08\|72.17\|-4.16\|75.19\|75.86\|70.06\|50704;2026-07-09\|75.05\|3.99\|77.77\|82.30\|71.12\|101849
118026	建滔积层板再度涨价	AI算力PCB+光模块+减持完成+珠海国资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月8日互动易及2026年4月9日年报，公司主营PCB，聚焦AI服务器、800G及1.6T光模块、交换机等高增长赛道，高层高阶UHD产品已通过头部厂商认证并批量交付。 2、据2025年4月8日互动易，光模块领域为公司重点布局方向之一，公司已批量生产应用于800G等光模块产品的PCB；据2025年9月27日公告，公司已成功开发1.6T光模块产品并实现规模化生产。 3、据2026年6月23日公告，公司股东方正信息产业减持计划期限届满，累计减持1.26亿股占总股本2.96%，减持压力释放。 4、公司最终控制人为珠海市人民政府国有资产监督管理委员会。	公司PCB业务产品主要包括高密度互连板、多层板、系统板、大型背板、金手指板和车载板等，在服务存储和光模块领域均有应用，华为是公司PCB业务的主要客户之一	2026-03-02\|11.08\|-2.38\|11.08\|11.19\|10.96\|1157958;2026-03-03\|10.51\|-5.14\|11.07\|11.15\|10.50\|1164418;2026-03-04\|10.53\|0.19\|10.36\|10.76\|10.30\|716447;2026-03-05\|10.89\|3.42\|10.72\|11.09\|10.71\|1129273;2026-03-06\|10.70\|-1.74\|10.82\|10.95\|10.63\|698501;2026-03-09\|10.51\|-1.78\|10.53\|10.55\|10.18\|949611;2026-03-10\|10.86\|3.33\|10.65\|10.88\|10.63\|850621;2026-03-11\|10.72\|-1.29\|10.86\|10.99\|10.68\|646747;2026-03-12\|10.52\|-1.87\|10.68\|10.87\|10.44\|691708;2026-03-13\|10.52\|0.00\|10.44\|10.65\|10.40\|659966;2026-03-16\|10.73\|2.00\|10.53\|10.80\|10.40\|791436;2026-03-17\|10.40\|-3.08\|10.78\|10.96\|10.37\|899429;2026-03-18\|10.52\|1.15\|10.42\|10.56\|10.24\|742693;2026-03-19\|10.15\|-3.52\|10.38\|10.44\|10.09\|741386;2026-03-20\|10.00\|-1.48\|10.17\|10.35\|9.89\|792902;2026-03-23\|9.35\|-6.50\|9.73\|9.81\|9.26\|1075040;2026-03-24\|9.80\|4.81\|9.53\|9.83\|9.37\|1015364;2026-03-25\|10.05\|2.55\|9.90\|10.12\|9.86\|745823;2026-03-26\|9.93\|-1.19\|10.02\|10.15\|9.90\|613010;2026-03-27\|9.89\|-0.40\|9.76\|9.99\|9.68\|456005;2026-03-30\|10.00\|1.11\|9.70\|10.02\|9.68\|521439;2026-03-31\|9.88\|-1.20\|9.91\|10.28\|9.88\|650252;2026-04-01\|10.06\|1.82\|10.08\|10.20\|9.95\|547730;2026-04-02\|9.70\|-3.58\|10.00\|10.05\|9.66\|554189;2026-04-03\|9.63\|-0.72\|9.80\|9.83\|9.61\|356557;2026-04-07\|9.78\|1.56\|9.63\|9.87\|9.63\|429159;2026-04-08\|10.38\|6.13\|9.98\|10.38\|9.98\|1041885;2026-04-09\|10.16\|-2.12\|10.30\|10.40\|10.10\|968222;2026-04-10\|10.11\|-0.49\|10.26\|10.28\|10.09\|714768;2026-04-13\|10.49\|3.76\|10.00\|10.65\|9.97\|1364085;2026-04-14\|10.76\|2.57\|10.48\|10.78\|10.38\|1356109;2026-04-15\|10.36\|-3.72\|10.80\|10.81\|10.31\|1064213;2026-04-16\|10.46\|0.97\|10.40\|10.49\|10.28\|862457;2026-04-17\|10.68\|2.10\|10.43\|10.88\|10.28\|1334957;2026-04-20\|11.75\|10.02\|11.08\|11.75\|11.08\|1996869;2026-04-21\|11.46\|-2.47\|11.64\|11.64\|11.28\|2678861;2026-04-22\|11.82\|3.14\|11.40\|11.85\|11.36\|2258454;2026-04-23\|11.67\|-1.27\|11.80\|11.91\|11.51\|1793464;2026-04-24\|11.52\|-1.29\|11.65\|11.73\|11.28\|1351014;2026-04-27\|11.95\|3.73\|11.60\|12.08\|11.45\|2506964;2026-04-28\|11.60\|-2.93\|12.20\|12.31\|11.29\|2600159;2026-04-29\|11.81\|1.81\|11.36\|12.10\|11.36\|2370169;2026-04-30\|11.67\|-1.19\|11.85\|12.07\|11.61\|1475002;2026-05-06\|11.86\|1.63\|11.88\|11.99\|11.74\|1999962;2026-05-07\|12.06\|1.69\|11.91\|12.16\|11.76\|2113403;2026-05-08\|12.12\|0.50\|11.88\|12.25\|11.75\|2034952;2026-05-11\|13.33\|9.98\|12.42\|13.33\|12.40\|4102778;2026-05-12\|14.31\|7.35\|13.85\|14.66\|13.85\|7247675;2026-05-13\|14.20\|-0.77\|14.18\|14.66\|13.66\|4962694;2026-05-14\|13.20\|-7.04\|14.21\|14.34\|13.19\|3307934;2026-05-15\|12.50\|-5.30\|13.28\|13.55\|12.33\|2569316;2026-05-18\|12.70\|1.60\|12.34\|12.99\|12.19\|2144912;2026-05-19\|12.36\|-2.68\|12.58\|12.58\|12.00\|1928038;2026-05-20\|12.03\|-2.67\|12.31\|12.48\|11.94\|1583024;2026-05-21\|11.63\|-3.33\|12.17\|12.60\|11.60\|2517951;2026-05-22\|12.79\|9.97\|11.90\|12.79\|11.90\|3422879;2026-05-25\|13.01\|1.72\|13.02\|13.35\|12.71\|3213028;2026-05-26\|13.43\|3.23\|12.95\|13.55\|12.71\|3601770;2026-05-27\|13.04\|-2.90\|13.19\|13.38\|12.80\|2673216;2026-05-28\|12.96\|-0.61\|12.91\|13.09\|12.68\|1844341;2026-05-29\|13.43\|3.63\|13.11\|14.26\|13.10\|4866250;2026-06-01\|12.43\|-7.45\|13.25\|13.45\|12.29\|3506024;2026-06-02\|12.67\|1.93\|12.50\|12.97\|12.05\|2675988;2026-06-03\|12.36\|-2.45\|12.66\|12.94\|12.17\|2471080;2026-06-04\|12.62\|2.10\|12.13\|12.91\|12.04\|2353332;2026-06-05\|12.42\|-1.58\|12.50\|12.92\|12.20\|2097238;2026-06-08\|12.05\|-2.98\|11.68\|12.49\|11.52\|2109326;2026-06-09\|12.38\|2.74\|12.27\|12.61\|12.07\|1714877;2026-06-10\|11.89\|-3.96\|12.22\|12.38\|11.67\|1677197;2026-06-11\|11.72\|-1.43\|11.80\|11.95\|11.52\|1464319;2026-06-12\|12.89\|9.98\|11.96\|12.89\|11.88\|3701538;2026-06-15\|13.45\|4.34\|12.90\|13.46\|12.65\|3405429;2026-06-16\|14.10\|4.83\|13.45\|14.42\|13.28\|3358067;2026-06-17\|14.35\|1.77\|13.82\|15.07\|13.82\|3821603;2026-06-18\|14.40\|0.35\|14.41\|14.61\|14.20\|2506993;2026-06-22\|14.05\|-2.43\|14.60\|14.67\|13.77\|2510173;2026-06-23\|13.43\|-4.41\|13.88\|14.10\|13.31\|1967048;2026-06-24\|13.29\|-1.04\|13.43\|13.64\|13.05\|1735064;2026-06-25\|14.16\|6.55\|13.38\|14.54\|13.10\|3343162;2026-06-26\|13.00\|-8.19\|13.99\|14.18\|12.96\|2536010;2026-06-29\|12.58\|-3.23\|12.96\|13.09\|12.02\|2386767;2026-06-30\|13.84\|10.02\|12.57\|13.84\|12.48\|1941252;2026-07-01\|13.97\|0.94\|14.50\|14.98\|13.85\|3924336;2026-07-02\|14.92\|6.80\|13.62\|15.37\|13.42\|5254854;2026-07-03\|15.12\|1.34\|15.18\|15.76\|14.41\|4802318;2026-07-06\|14.99\|-0.86\|15.35\|15.86\|14.60\|3594878;2026-07-07\|14.70\|-1.93\|15.00\|15.85\|14.48\|3322522;2026-07-08\|13.30\|-9.52\|14.89\|14.99\|13.25\|3633941;2026-07-09\|13.88\|4.36\|13.64\|13.96\|12.93\|2954272
118025	MPO、FAU、CPO等行业新技术受关注	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-02\|84.96\|-1.47\|84.00\|86.23\|83.14\|142336;2026-03-03\|80.86\|-4.83\|85.88\|86.75\|80.85\|165213;2026-03-04\|80.34\|-0.64\|79.00\|82.27\|79.00\|100434;2026-03-05\|81.00\|0.82\|82.05\|83.50\|80.21\|105336;2026-03-06\|79.62\|-1.70\|80.30\|81.10\|78.69\|83624;2026-03-09\|77.19\|-3.05\|77.27\|77.69\|73.99\|122355;2026-03-10\|81.05\|5.00\|79.48\|81.38\|79.48\|111898;2026-03-11\|80.30\|-0.93\|81.01\|82.30\|79.88\|87507;2026-03-12\|78.84\|-1.82\|79.73\|81.98\|77.70\|98488;2026-03-13\|80.74\|2.41\|77.80\|82.88\|77.72\|142258;2026-03-16\|81.41\|0.83\|81.00\|81.75\|78.80\|106859;2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|12902553;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|18863477
118024	MPO、FAU、CPO等行业新技术受关注	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-02\|49.11\|-2.21\|49.31\|49.72\|48.38\|1289834;2026-03-03\|47.39\|-3.50\|49.16\|49.74\|47.20\|1360265;2026-03-04\|46.28\|-2.34\|46.67\|47.09\|45.80\|1198906;2026-03-05\|47.00\|1.56\|47.00\|47.76\|46.88\|1008733;2026-03-06\|47.30\|0.64\|46.59\|47.42\|46.47\|732496;2026-03-09\|46.50\|-1.69\|46.27\|46.62\|45.43\|973749;2026-03-10\|49.39\|6.22\|47.20\|49.70\|47.20\|1814094;2026-03-11\|50.17\|1.58\|49.45\|50.88\|49.28\|1686484;2026-03-12\|49.70\|-0.94\|49.90\|50.43\|49.28\|860416;2026-03-13\|49.33\|-0.74\|49.35\|50.28\|49.05\|819833;2026-03-16\|49.26\|-0.14\|49.01\|49.27\|47.51\|965272;2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541
118023	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-03-02\|381.00\|5.87\|347.74\|385.00\|346.74\|552073;2026-03-03\|382.20\|0.32\|381.00\|395.48\|379.00\|511459;2026-03-04\|369.37\|-3.36\|377.60\|383.88\|366.65\|326122;2026-03-05\|401.24\|8.63\|384.94\|422.60\|383.26\|696779;2026-03-06\|402.00\|0.19\|393.22\|412.00\|387.09\|404315;2026-03-09\|384.00\|-4.48\|380.00\|387.32\|369.32\|441664;2026-03-10\|397.33\|3.47\|394.75\|401.00\|382.59\|424881;2026-03-11\|393.23\|-1.03\|400.01\|408.00\|392.20\|338382;2026-03-12\|378.77\|-3.68\|400.01\|404.85\|375.67\|346187;2026-03-13\|394.03\|4.03\|373.18\|399.99\|372.02\|407737;2026-03-16\|413.23\|4.87\|396.04\|418.03\|392.00\|472241;2026-03-17\|389.33\|-5.78\|422.01\|426.88\|385.93\|453934;2026-03-18\|430.90\|10.68\|399.20\|431.35\|398.00\|609727;2026-03-19\|440.40\|2.20\|427.01\|450.81\|427.01\|543572;2026-03-20\|477.05\|8.32\|468.00\|490.28\|458.88\|671922;2026-03-23\|460.44\|-3.48\|456.13\|477.87\|453.00\|480832;2026-03-24\|468.00\|1.64\|459.00\|468.33\|438.00\|406861;2026-03-25\|476.20\|1.75\|490.21\|492.00\|463.00\|458162;2026-03-26\|457.00\|-4.03\|469.02\|480.00\|455.12\|365099;2026-03-27\|447.41\|-2.10\|446.29\|461.30\|440.01\|298317;2026-03-30\|458.38\|2.45\|445.20\|464.00\|445.20\|255254;2026-03-31\|442.84\|-3.39\|445.65\|454.50\|434.70\|283290;2026-04-01\|460.60\|4.01\|461.53\|463.00\|444.00\|312649;2026-04-02\|447.49\|-2.85\|453.11\|460.98\|442.80\|218135;2026-04-03\|455.30\|1.75\|457.00\|469.00\|454.05\|336360;2026-04-07\|458.70\|0.75\|450.00\|468.00\|441.19\|284174;2026-04-08\|501.50\|9.33\|475.10\|502.00\|469.09\|469399;2026-04-09\|490.00\|-2.29\|491.30\|497.80\|488.00\|298416;2026-04-10\|522.50\|6.63\|493.00\|528.00\|485.00\|444844;2026-04-13\|512.72\|-1.87\|518.00\|522.00\|500.01\|375113;2026-04-14\|520.00\|1.42\|522.94\|538.90\|515.00\|387738;2026-04-15\|496.98\|-4.43\|525.02\|534.00\|490.02\|460646;2026-04-16\|537.50\|8.15\|497.00\|539.93\|496.00\|418603;2026-04-17\|589.00\|9.58\|550.00\|589.98\|542.03\|416195;2026-04-20\|583.00\|-1.02\|589.00\|596.96\|577.00\|342506;2026-04-21\|578.50\|-0.77\|578.00\|582.99\|566.00\|287544;2026-04-22\|622.71\|7.64\|569.00\|625.26\|568.03\|433446;2026-04-23\|608.28\|-2.32\|619.00\|627.80\|600.99\|401775;2026-04-24\|537.27\|-11.67\|552.76\|566.66\|528.01\|913871;2026-04-27\|538.00\|0.14\|549.40\|553.00\|534.86\|468082;2026-04-28\|535.46\|-0.47\|537.34\|548.00\|517.01\|357953;2026-04-29\|537.00\|0.29\|529.00\|549.50\|526.00\|275645;2026-04-30\|525.79\|-2.09\|549.00\|549.00\|518.00\|302098;2026-05-06\|522.48\|-0.63\|539.90\|542.58\|517.00\|420933;2026-05-07\|563.50\|7.85\|523.85\|565.00\|513.00\|533930;2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997
118022	MPO、FAU、CPO等行业新技术受关注	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-03-02\|88.47\|-2.93\|92.57\|95.65\|87.90\|69061;2026-03-03\|86.40\|-2.34\|90.00\|93.54\|85.80\|76810;2026-03-04\|84.50\|-2.20\|86.36\|88.20\|83.50\|44595;2026-03-05\|87.38\|3.41\|88.01\|91.00\|82.51\|77131;2026-03-06\|90.50\|3.57\|84.27\|93.99\|81.08\|94498;2026-03-09\|87.51\|-3.30\|85.01\|90.87\|78.50\|85274;2026-03-10\|89.91\|2.74\|88.70\|92.56\|86.72\|71301;2026-03-11\|86.36\|-3.95\|89.92\|94.99\|86.33\|80568;2026-03-12\|84.44\|-2.22\|87.63\|87.65\|83.50\|43517;2026-03-13\|80.11\|-5.13\|82.64\|84.38\|80.10\|46581;2026-03-16\|81.58\|1.83\|80.00\|82.22\|77.33\|37831;2026-03-17\|75.49\|-7.47\|81.29\|81.29\|75.02\|43026;2026-03-18\|77.58\|2.77\|76.39\|78.65\|76.00\|31013;2026-03-19\|77.66\|0.10\|76.54\|81.41\|76.50\|39800;2026-03-20\|84.33\|8.59\|80.37\|92.32\|80.37\|103763;2026-03-23\|78.42\|-7.01\|81.07\|83.00\|78.10\|64625;2026-03-24\|82.86\|5.66\|81.19\|85.49\|79.88\|64685;2026-03-25\|87.55\|5.66\|87.05\|91.88\|85.30\|75533;2026-03-26\|95.35\|8.91\|87.17\|100.87\|85.00\|115014;2026-03-27\|93.23\|-2.22\|94.02\|95.87\|89.06\|71617;2026-03-30\|92.42\|-0.87\|91.15\|93.96\|90.91\|48192;2026-03-31\|86.00\|-6.95\|89.52\|89.99\|84.71\|56174;2026-04-01\|103.20\|20.00\|89.93\|103.20\|88.89\|109256;2026-04-02\|103.31\|0.11\|102.10\|106.29\|99.66\|112180;2026-04-03\|114.62\|10.95\|105.81\|117.50\|103.55\|127585;2026-04-07\|118.26\|3.18\|116.92\|129.80\|115.50\|128816;2026-04-08\|120.55\|1.94\|122.06\|123.29\|116.80\|122609;2026-04-09\|117.75\|-2.32\|117.85\|121.27\|114.65\|99981;2026-04-10\|114.02\|-3.17\|117.44\|118.78\|113.01\|86019;2026-04-13\|122.74\|7.65\|116.08\|129.79\|116.08\|114063;2026-04-14\|122.70\|-0.03\|123.71\|127.71\|121.65\|81389;2026-04-15\|121.08\|-1.32\|123.04\|127.13\|120.25\|60304;2026-04-16\|121.15\|0.06\|121.11\|122.80\|117.80\|61683;2026-04-17\|120.80\|-0.29\|121.69\|124.78\|115.61\|96645;2026-04-20\|117.13\|-3.04\|118.47\|120.00\|115.50\|76165;2026-04-21\|118.63\|1.28\|115.37\|119.35\|114.12\|63375;2026-04-22\|125.24\|5.57\|117.80\|131.40\|116.18\|96492;2026-04-23\|117.01\|-6.57\|123.55\|124.77\|115.28\|88077;2026-04-24\|113.58\|-2.93\|117.39\|122.57\|112.58\|51389;2026-04-27\|115.14\|1.37\|114.00\|117.00\|112.00\|49402;2026-04-28\|114.70\|-0.38\|113.10\|118.49\|109.60\|58369;2026-04-29\|111.84\|-2.49\|110.88\|119.80\|110.00\|54017;2026-04-30\|115.08\|2.90\|111.93\|118.63\|111.01\|59254;2026-05-06\|116.50\|1.23\|115.61\|117.88\|113.08\|63997;2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447
118021	MPO、FAU、CPO等行业新技术受关注	1.6T光模块+CPO+海外营收行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司已搭建多速率、多技术路线的完整产品矩阵。其中800G、1.6T光模块同步布局EML、硅光、薄膜铌酸锂三大技术平台，实现供应链多元化保障。同时，公司推出12.8T液冷XPO与6.4T NPO解决方案，为下一代AI算力架构提供高灵活、高性能、高可靠性的光互联选择。 2、据2026年5月8日投资者关系活动记录表及2025年年度报告，公司海外市场收入占比超过85%，持续加码马来西亚槟城海外产能建设，重点聚焦800G、1.6T等高速率光模块的交付保障。 3、据2025年年度报告，公司掌握CPO/NPO光电混合集成核心工艺，已加入国际标准组织并参与下一代技术规范制定，正在建设相关核心工艺与测试平台。	公司专注于光通信收发模块的研产销	2026-03-02\|189.68\|2.65\|180.63\|194.44\|180.02\|83112;2026-03-03\|191.53\|0.98\|193.87\|201.12\|189.68\|116090;2026-03-04\|190.09\|-0.75\|183.93\|193.90\|182.27\|53515;2026-03-05\|198.10\|4.21\|193.99\|208.51\|188.20\|105876;2026-03-06\|237.72\|20.00\|197.97\|237.72\|193.33\|175223;2026-03-09\|253.83\|6.78\|227.33\|260.00\|225.99\|197702;2026-03-10\|259.02\|2.04\|269.00\|270.39\|255.00\|183960;2026-03-11\|234.00\|-9.66\|249.29\|253.80\|231.00\|198585;2026-03-12\|228.56\|-2.32\|233.59\|235.90\|223.20\|118616;2026-03-13\|223.05\|-2.41\|229.45\|229.90\|221.00\|72206;2026-03-16\|231.83\|3.94\|224.00\|233.33\|219.50\|128904;2026-03-17\|214.48\|-7.48\|227.00\|228.83\|212.90\|107820;2026-03-18\|218.01\|1.65\|218.00\|219.00\|208.79\|92999;2026-03-19\|218.73\|0.33\|214.09\|228.79\|212.65\|98628;2026-03-20\|219.99\|0.58\|232.31\|234.80\|219.14\|132801;2026-03-23\|204.00\|-7.27\|211.91\|218.20\|202.30\|102619;2026-03-24\|219.71\|7.70\|206.00\|221.36\|200.80\|121462;2026-03-25\|215.80\|-1.78\|234.49\|236.00\|209.72\|147973;2026-03-26\|212.20\|-1.67\|212.00\|219.90\|211.30\|77471;2026-03-27\|221.92\|4.58\|206.05\|228.00\|203.17\|112160;2026-03-30\|223.62\|0.77\|216.11\|226.00\|211.04\|89058;2026-03-31\|208.68\|-6.68\|217.00\|217.00\|207.67\|79801;2026-04-01\|222.78\|6.76\|218.00\|224.88\|211.10\|116836;2026-04-02\|218.48\|-1.93\|219.00\|229.00\|217.30\|79060;2026-04-03\|216.12\|-1.08\|224.93\|229.97\|215.92\|110405;2026-04-07\|217.30\|0.55\|214.00\|224.90\|210.06\|78264;2026-04-08\|232.39\|6.94\|225.15\|233.00\|225.00\|116179;2026-04-09\|248.39\|6.88\|232.60\|253.68\|231.58\|136483;2026-04-10\|243.85\|-1.83\|246.00\|251.91\|239.03\|112861;2026-04-13\|252.20\|3.42\|237.28\|255.52\|237.28\|114422;2026-04-14\|259.86\|3.04\|251.00\|269.99\|249.00\|130216;2026-04-15\|261.90\|0.79\|265.00\|277.77\|254.70\|121386;2026-04-16\|264.87\|1.13\|260.00\|268.68\|254.00\|75303;2026-04-17\|285.55\|7.81\|266.66\|292.88\|262.65\|113155;2026-04-20\|280.51\|-1.76\|291.26\|302.68\|275.00\|114498;2026-04-21\|284.99\|1.60\|275.83\|288.66\|270.40\|88658;2026-04-22\|294.00\|3.16\|278.59\|296.65\|278.50\|85786;2026-04-23\|270.23\|-8.09\|294.20\|295.00\|263.00\|127687;2026-04-24\|257.52\|-4.70\|265.38\|271.99\|252.01\|97220;2026-04-27\|259.58\|0.80\|261.04\|261.99\|252.52\|66204;2026-04-28\|252.36\|-2.78\|261.00\|264.47\|250.03\|65297;2026-04-29\|238.92\|-5.33\|208.88\|243.01\|208.88\|119181;2026-04-30\|235.40\|-1.47\|245.62\|245.62\|229.18\|72323;2026-05-06\|261.75\|11.19\|245.99\|272.56\|243.00\|119859;2026-05-07\|275.25\|5.16\|260.56\|277.77\|252.67\|96583;2026-05-08\|284.80\|3.47\|283.00\|295.80\|276.21\|104346;2026-05-11\|291.99\|2.52\|289.07\|299.80\|276.20\|102355;2026-05-12\|281.50\|-3.59\|296.00\|302.37\|279.36\|93436;2026-05-13\|295.65\|5.03\|276.45\|300.00\|276.00\|103814;2026-05-14\|292.57\|-1.04\|310.01\|316.00\|292.57\|79263;2026-05-15\|276.47\|-5.50\|292.58\|296.00\|269.23\|86594;2026-05-18\|286.88\|3.77\|276.00\|302.00\|274.00\|115534;2026-05-19\|270.80\|-5.61\|286.61\|288.00\|253.96\|119785;2026-05-20\|266.00\|-1.77\|269.98\|272.33\|263.10\|72340;2026-05-21\|245.33\|-7.77\|268.00\|268.39\|245.33\|88786;2026-05-22\|256.80\|4.68\|251.01\|259.90\|246.65\|68352;2026-05-25\|269.46\|4.93\|256.00\|272.90\|246.66\|108949;2026-05-26\|254.70\|-5.48\|264.00\|268.00\|250.15\|73911;2026-05-27\|244.00\|-4.20\|252.91\|254.13\|239.00\|75118;2026-05-28\|292.80\|20.00\|240.60\|292.80\|236.50\|192757;2026-05-29\|316.02\|7.93\|304.04\|338.88\|304.04\|225098;2026-06-01\|312.69\|-1.05\|316.51\|328.88\|305.83\|119039;2026-06-02\|340.02\|8.74\|318.00\|351.49\|317.30\|141515;2026-06-03\|334.17\|-1.72\|342.00\|350.80\|326.58\|148375;2026-06-04\|331.95\|-0.66\|323.33\|340.00\|322.32\|83473;2026-06-05\|337.74\|1.74\|331.00\|374.90\|328.02\|150892;2026-06-08\|308.58\|-8.63\|325.01\|329.60\|300.12\|114467;2026-06-09\|347.50\|12.61\|321.97\|349.00\|311.00\|117538;2026-06-10\|345.45\|-0.59\|350.06\|361.79\|340.72\|85242;2026-06-11\|335.03\|-3.02\|348.48\|351.35\|326.00\|79515;2026-06-12\|303.93\|-9.28\|340.02\|342.00\|303.33\|103718;2026-06-15\|323.07\|6.30\|315.00\|325.80\|303.50\|87725;2026-06-16\|337.00\|4.31\|325.30\|341.98\|316.06\|92892;2026-06-17\|336.19\|-0.24\|328.95\|343.81\|319.34\|79087;2026-06-18\|361.02\|7.39\|340.98\|374.50\|332.30\|153328;2026-06-22\|349.39\|-3.22\|359.90\|378.00\|338.10\|137928;2026-06-23\|323.49\|-7.41\|345.10\|346.53\|318.88\|97520;2026-06-24\|329.44\|1.84\|321.52\|329.80\|313.10\|77582;2026-06-25\|345.50\|4.94\|333.80\|359.00\|324.00\|123570;2026-06-26\|315.86\|-8.58\|338.00\|344.95\|315.20\|90417;2026-06-29\|300.00\|-5.02\|315.83\|326.00\|292.80\|80687;2026-06-30\|334.10\|11.37\|303.80\|338.88\|297.15\|92286;2026-07-01\|346.00\|3.56\|338.00\|359.61\|336.26\|115691;2026-07-02\|306.82\|-11.32\|325.00\|332.57\|303.01\|84299;2026-07-03\|297.99\|-2.88\|305.82\|323.16\|296.56\|76250;2026-07-06\|282.13\|-5.32\|303.00\|304.00\|280.01\|65143;2026-07-07\|275.85\|-2.23\|281.99\|291.65\|268.50\|48422;2026-07-08\|263.71\|-4.40\|282.85\|283.50\|260.01\|48046;2026-07-09\|272.00\|3.14\|271.01\|273.98\|250.00\|73079
118020	MPO、FAU、CPO等行业新技术受关注	AI液冷散热+高速连接器+扭亏为盈行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月1日投资者关系活动记录，公司液冷Cage今年有较明显进展，适配液冷方案的Cage已有出货，Cage+液冷一体化方案在推进中，几家连接器大厂预期指引均很高；据2026年4月29日年报，公司液冷业务实现突破性进展，已成功进入全球顶级AI算力平台供应链，产品已批量应用于高性能AI数据中心集群。 2、据2026年5月1日投资者关系活动记录，公司现阶段接到的新项目以112G/224G为主，112G以上高端产品占比已超过50%，毛利率显著高于传统产品；马来西亚基地2026年全面投产，且新增光模块Cage产线，已获得海外连接器大厂的光模块Cage订单。 3、据2026年4月29日披露的一季报，公司2026年一季度营收6.09亿元，同比增长38.30%；归母净利润948.99万元，同比实现扭亏为盈。	1、公司OSFP112G、OSFP-XD224G等高速通讯连接器及光模块CAGE组件大批量交货，切入共封装光学CPO赛道； 2、公司的高速连接器及相关产品终端应用于服务器、数据中心、通讯基站等领域； 3、公司针对GPU服务器与AI数据中心的高热密度场景，研发液冷散热结构件及模组产品	2026-03-02\|61.15\|-2.91\|59.50\|62.90\|59.50\|72533;2026-03-03\|57.84\|-5.41\|61.50\|61.73\|57.51\|85044;2026-03-04\|57.85\|0.02\|56.55\|59.36\|56.55\|47724;2026-03-05\|57.24\|-1.05\|59.30\|60.31\|56.60\|67130;2026-03-06\|57.26\|0.03\|56.71\|58.49\|56.70\|50327;2026-03-09\|56.32\|-1.64\|55.60\|56.65\|53.40\|59606;2026-03-10\|58.95\|4.67\|57.39\|59.35\|57.24\|66314;2026-03-11\|58.26\|-1.17\|58.80\|60.45\|57.95\|60654;2026-03-12\|56.62\|-2.81\|58.09\|58.92\|56.00\|49009;2026-03-13\|56.52\|-0.18\|56.16\|57.54\|55.43\|37425;2026-03-16\|60.02\|6.19\|56.50\|60.14\|55.36\|80898;2026-03-17\|55.10\|-8.20\|59.76\|59.98\|54.95\|85642;2026-03-18\|56.89\|3.25\|56.80\|57.35\|54.89\|55667;2026-03-19\|55.08\|-3.18\|55.69\|56.38\|54.60\|43580;2026-03-20\|53.50\|-2.87\|55.50\|56.65\|53.40\|50998;2026-03-23\|49.64\|-7.21\|52.00\|53.04\|49.30\|60916;2026-03-24\|50.92\|2.58\|50.66\|51.23\|48.88\|41546;2026-03-25\|52.25\|2.61\|51.17\|53.29\|51.17\|41746;2026-03-26\|50.95\|-2.49\|51.81\|52.50\|50.62\|29741;2026-03-27\|51.42\|0.92\|50.09\|51.85\|49.58\|30373;2026-03-30\|51.67\|0.49\|50.78\|52.32\|50.40\|25755;2026-03-31\|50.63\|-2.01\|51.20\|52.38\|50.50\|27100;2026-04-01\|52.45\|3.59\|52.00\|52.65\|51.53\|43677;2026-04-02\|50.94\|-2.88\|52.11\|52.45\|50.60\|32830;2026-04-03\|53.00\|4.04\|51.51\|53.97\|50.92\|80154;2026-04-07\|55.03\|3.83\|52.80\|55.92\|52.14\|91914;2026-04-08\|59.41\|7.96\|55.90\|59.80\|55.05\|139296;2026-04-09\|65.20\|9.75\|60.17\|69.67\|59.90\|283041;2026-04-10\|64.70\|-0.77\|64.97\|66.55\|63.29\|188855;2026-04-13\|63.78\|-1.42\|63.75\|65.60\|62.91\|104705;2026-04-14\|63.85\|0.11\|63.79\|64.50\|62.66\|119161;2026-04-15\|62.35\|-2.35\|64.78\|65.29\|62.00\|105851;2026-04-16\|69.61\|11.64\|63.63\|70.00\|62.42\|226370;2026-04-17\|68.53\|-1.55\|68.41\|70.84\|66.70\|142134;2026-04-20\|66.53\|-2.92\|68.71\|70.49\|65.84\|175848;2026-04-21\|64.66\|-2.81\|63.29\|66.29\|62.77\|116123;2026-04-22\|66.30\|2.54\|63.52\|66.55\|63.52\|101906;2026-04-23\|67.81\|2.28\|66.00\|68.50\|63.35\|142944;2026-04-24\|64.70\|-4.59\|66.12\|67.35\|64.31\|93695;2026-04-27\|64.40\|-0.46\|64.70\|66.87\|63.92\|78600;2026-04-28\|63.00\|-2.17\|64.22\|64.91\|62.58\|66486;2026-04-29\|66.24\|5.14\|64.68\|69.28\|63.70\|149944;2026-04-30\|67.28\|1.57\|66.20\|68.16\|63.87\|112402;2026-05-06\|67.93\|0.97\|69.38\|69.95\|67.65\|134763;2026-05-07\|71.31\|4.98\|67.80\|71.31\|67.41\|199268;2026-05-08\|70.17\|-1.60\|69.50\|71.25\|68.58\|133725;2026-05-11\|71.90\|2.47\|70.20\|72.98\|68.22\|174512;2026-05-12\|75.65\|5.22\|71.90\|76.12\|70.16\|201056;2026-05-13\|77.36\|2.26\|75.20\|78.23\|73.96\|191037;2026-05-14\|71.90\|-7.06\|76.67\|78.80\|71.88\|149089;2026-05-15\|73.05\|1.60\|72.73\|75.48\|71.92\|111992;2026-05-18\|78.32\|7.21\|71.52\|79.87\|70.80\|167424;2026-05-19\|76.92\|-1.79\|78.00\|79.97\|75.00\|113329;2026-05-20\|76.36\|-0.73\|76.92\|78.20\|73.51\|102028;2026-05-21\|73.60\|-3.61\|77.63\|81.00\|73.50\|143734;2026-05-22\|82.70\|12.36\|75.42\|82.70\|73.66\|173879;2026-05-25\|81.40\|-1.57\|81.88\|84.56\|80.00\|113475;2026-05-26\|77.00\|-5.41\|80.63\|82.99\|75.30\|118439;2026-05-27\|79.50\|3.25\|80.00\|84.77\|77.01\|184897;2026-05-28\|95.40\|20.00\|78.00\|95.40\|78.00\|212764;2026-05-29\|88.28\|-7.46\|101.00\|101.12\|87.13\|202679;2026-06-01\|88.75\|0.53\|88.04\|93.58\|85.68\|166541;2026-06-02\|92.07\|3.74\|88.28\|93.30\|87.03\|190348;2026-06-03\|88.99\|-3.35\|92.01\|95.18\|85.16\|224777;2026-06-04\|106.79\|20.00\|86.36\|106.79\|86.36\|255299;2026-06-05\|109.60\|2.63\|109.92\|120.15\|108.00\|272287;2026-06-08\|97.86\|-10.71\|105.00\|108.80\|96.20\|202689;2026-06-09\|103.00\|5.25\|99.00\|105.20\|96.00\|211578;2026-06-10\|95.55\|-7.23\|100.00\|102.88\|93.41\|153606;2026-06-11\|97.43\|1.97\|94.35\|103.45\|93.97\|153174;2026-06-12\|93.38\|-4.16\|102.00\|103.48\|93.08\|135474;2026-06-15\|102.85\|10.14\|95.26\|103.25\|94.00\|158025;2026-06-16\|111.78\|8.68\|102.98\|114.30\|102.00\|193071;2026-06-17\|114.87\|2.76\|108.50\|117.32\|108.20\|169390;2026-06-18\|125.00\|8.82\|116.86\|129.39\|115.00\|149407;2026-06-22\|119.55\|-4.36\|123.88\|124.00\|114.44\|146650;2026-06-23\|112.48\|-5.91\|125.00\|128.00\|110.01\|139279;2026-06-24\|121.33\|7.87\|113.66\|122.00\|110.88\|135199;2026-06-25\|128.99\|6.31\|122.89\|132.77\|119.02\|144694;2026-06-26\|118.61\|-8.05\|125.00\|128.00\|118.27\|113152;2026-06-29\|108.39\|-8.62\|118.20\|121.00\|104.00\|139128;2026-06-30\|120.72\|11.38\|108.39\|121.70\|106.00\|116263;2026-07-01\|114.51\|-5.14\|119.22\|121.74\|112.05\|97173;2026-07-02\|105.59\|-7.79\|110.00\|114.45\|105.00\|93028;2026-07-03\|101.06\|-4.29\|106.01\|111.59\|99.86\|104128;2026-07-06\|102.28\|1.21\|101.00\|109.00\|99.00\|93426;2026-07-07\|98.72\|-3.48\|102.30\|105.50\|97.02\|78998;2026-07-08\|95.05\|-3.72\|100.00\|102.02\|94.90\|65903;2026-07-09\|102.17\|7.49\|98.67\|102.66\|93.50\|83431
118019	MPO、FAU、CPO等行业新技术受关注	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-03-02\|168.70\|0.81\|161.82\|171.79\|161.66\|71507;2026-03-03\|163.03\|-3.36\|173.00\|175.00\|163.00\|65262;2026-03-04\|157.53\|-3.37\|155.80\|164.90\|154.01\|47271;2026-03-05\|163.63\|3.87\|162.00\|170.00\|157.66\|63331;2026-03-06\|156.99\|-4.06\|160.01\|162.01\|155.09\|53245;2026-03-09\|147.11\|-6.29\|150.00\|150.74\|142.50\|48226;2026-03-10\|155.98\|6.03\|150.05\|156.56\|150.05\|54734;2026-03-11\|154.18\|-1.15\|156.03\|165.19\|154.16\|62628;2026-03-12\|150.15\|-2.61\|154.50\|159.69\|146.50\|54127;2026-03-13\|146.55\|-2.40\|147.70\|151.68\|145.60\|28414;2026-03-16\|151.41\|3.32\|146.00\|152.35\|144.87\|38801;2026-03-17\|140.35\|-7.30\|150.12\|151.38\|138.93\|47834;2026-03-18\|143.18\|2.02\|141.00\|143.63\|139.48\|22717;2026-03-19\|140.02\|-2.21\|140.00\|142.98\|139.39\|21159;2026-03-20\|146.74\|4.80\|142.88\|155.00\|142.88\|79811;2026-03-23\|135.67\|-7.54\|143.09\|145.76\|133.99\|56097;2026-03-24\|158.00\|16.46\|139.50\|162.80\|135.05\|109696;2026-03-25\|156.00\|-1.27\|160.28\|161.30\|153.80\|92920;2026-03-26\|158.27\|1.46\|151.49\|167.00\|151.10\|88028;2026-03-27\|159.79\|0.96\|151.22\|162.70\|149.00\|75056;2026-03-30\|162.99\|2.00\|160.01\|167.89\|158.65\|80989;2026-03-31\|160.00\|-1.83\|157.04\|163.94\|153.53\|70099;2026-04-01\|158.60\|-0.88\|162.75\|163.39\|154.00\|64708;2026-04-02\|160.12\|0.96\|155.33\|166.99\|155.28\|75890;2026-04-03\|170.40\|6.42\|162.98\|174.60\|160.59\|116772;2026-04-07\|174.08\|2.16\|167.50\|176.50\|160.60\|129226;2026-04-08\|191.28\|9.88\|179.88\|195.10\|173.05\|146867;2026-04-09\|195.90\|2.42\|188.70\|197.00\|186.00\|103834;2026-04-10\|186.33\|-4.89\|194.00\|194.71\|185.13\|101460;2026-04-13\|191.23\|2.63\|183.39\|193.99\|182.60\|76863;2026-04-14\|193.00\|0.93\|189.00\|201.60\|185.50\|88348;2026-04-15\|186.60\|-3.32\|193.98\|195.88\|184.45\|67420;2026-04-16\|186.38\|-0.12\|185.24\|189.69\|183.71\|57312;2026-04-17\|199.12\|6.84\|189.00\|202.00\|186.00\|109969;2026-04-20\|193.19\|-2.98\|200.00\|200.50\|191.00\|79617;2026-04-21\|205.90\|6.58\|189.33\|208.02\|185.01\|103763;2026-04-22\|214.07\|3.97\|202.93\|217.78\|202.00\|98686;2026-04-23\|189.99\|-11.25\|216.29\|217.00\|188.00\|124529;2026-04-24\|185.00\|-2.63\|188.00\|190.69\|179.10\|72894;2026-04-27\|185.11\|0.06\|182.92\|186.96\|179.93\|60523;2026-04-28\|178.13\|-3.77\|183.26\|192.22\|177.89\|64626;2026-04-29\|177.19\|-0.53\|176.88\|181.95\|175.01\|48018;2026-04-30\|180.99\|2.14\|179.65\|185.84\|175.50\|57979;2026-05-06\|192.75\|6.50\|183.34\|195.87\|180.08\|83912;2026-05-07\|200.33\|3.93\|191.59\|204.00\|187.00\|75127;2026-05-08\|240.40\|20.00\|196.00\|240.40\|193.35\|136600;2026-05-11\|230.18\|-4.25\|244.00\|244.55\|227.63\|119786;2026-05-12\|253.98\|10.34\|233.99\|270.83\|223.02\|151223;2026-05-13\|266.00\|4.73\|250.14\|275.50\|243.00\|116920;2026-05-14\|266.14\|0.05\|272.43\|288.88\|264.58\|106008;2026-05-15\|261.94\|-1.58\|269.00\|283.50\|258.02\|96728;2026-05-18\|251.30\|-4.06\|264.75\|267.60\|249.63\|81540;2026-05-19\|247.90\|-1.35\|248.79\|250.80\|235.50\|65574;2026-05-20\|250.50\|1.05\|248.00\|254.12\|243.68\|76055;2026-05-21\|242.48\|-3.20\|255.00\|265.82\|238.00\|110383;2026-05-22\|248.78\|2.60\|244.00\|252.70\|236.36\|90258;2026-05-25\|261.38\|5.06\|248.75\|263.00\|242.83\|97496;2026-05-26\|244.95\|-6.29\|256.00\|256.00\|241.11\|73028;2026-05-27\|250.05\|2.08\|240.01\|258.80\|236.88\|75878;2026-05-28\|269.30\|7.70\|247.00\|272.00\|244.44\|98934;2026-05-29\|256.90\|-4.60\|268.99\|276.88\|252.49\|82803;2026-06-01\|218.61\|-14.90\|252.00\|254.89\|218.00\|83068;2026-06-02\|226.83\|3.85\|220.01\|229.85\|213.54\|55092;2026-06-03\|220.60\|-2.75\|233.64\|238.49\|218.50\|110144;2026-06-04\|225.90\|2.40\|217.55\|230.00\|214.10\|76727;2026-06-05\|213.50\|-5.49\|220.43\|227.19\|211.00\|74848;2026-06-08\|195.97\|-8.21\|200.49\|206.10\|193.25\|58196;2026-06-09\|210.79\|7.56\|199.00\|211.89\|196.05\|65089;2026-06-10\|202.14\|-4.10\|207.00\|209.69\|199.26\|39185;2026-06-11\|226.83\|12.21\|204.88\|234.00\|204.30\|108416;2026-06-12\|221.29\|-2.44\|229.76\|235.96\|221.28\|73310;2026-06-15\|237.02\|7.11\|223.79\|238.00\|221.99\|74972;2026-06-16\|253.90\|7.12\|236.00\|258.88\|234.68\|95604;2026-06-17\|256.00\|0.83\|245.00\|260.00\|243.00\|83551;2026-06-18\|262.36\|2.48\|253.01\|264.58\|250.13\|71079;2026-06-22\|250.02\|-4.70\|262.34\|264.29\|244.90\|75592;2026-06-23\|248.61\|-0.56\|251.13\|261.50\|245.00\|51969;2026-06-24\|258.90\|4.14\|246.13\|262.88\|244.50\|70436;2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619
118018	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：CPO光通信+硅光子MEMS工艺突破+光刻机并购预期；涨停缘由：硅光子芯片MEMS工艺已实现小批量交付适配CPO高速光互联需求、收购芯东来强化光刻机光学平台布局契合国家半导体设备自主可控战略、MPOFAU等新技术标准加速落地光通信设备升级周期开启；资金逻辑：主力资金连续两日净流入7月1日净流入额达1280万元、北向资金单周增持超500万股、融资余额创近半年新高显示机构配置意愿增强；风险提示：光刻机并购尚处尽调阶段存在交易终止或估值调整风险、硅光子业务营收占比仍低、行业资本开支节奏受下游客户影响较大。	1、公司具备硅光子芯片MEMS工艺开发与晶圆制造能力，产品可用于CPO光交换、光通信场景； 2、公司拟6000万收购芯东来股权，标的专注于光刻机领域	2026-03-02\|53.65\|-1.49\|52.61\|54.55\|52.61\|446114;2026-03-03\|50.54\|-5.80\|54.38\|55.20\|50.50\|561050;2026-03-04\|50.65\|0.22\|49.50\|51.70\|49.40\|331198;2026-03-05\|50.44\|-0.41\|52.06\|52.20\|50.09\|323539;2026-03-06\|49.82\|-1.23\|49.70\|50.85\|49.30\|278678;2026-03-09\|47.44\|-4.78\|48.50\|48.52\|45.88\|429569;2026-03-10\|49.67\|4.70\|48.50\|49.99\|48.33\|404744;2026-03-11\|48.78\|-1.79\|49.50\|50.94\|48.76\|362587;2026-03-12\|48.20\|-1.19\|48.48\|49.30\|47.12\|331381;2026-03-13\|48.03\|-0.35\|48.18\|49.46\|47.66\|282521;2026-03-16\|48.58\|1.15\|48.02\|48.58\|46.80\|272095;2026-03-17\|45.18\|-7.00\|48.65\|48.70\|45.10\|417280;2026-03-18\|46.27\|2.41\|46.03\|46.33\|45.18\|245933;2026-03-19\|45.07\|-2.59\|45.38\|46.02\|44.79\|236835;2026-03-20\|45.65\|1.29\|45.79\|47.46\|45.20\|457215;2026-03-23\|42.74\|-6.37\|44.16\|44.84\|42.40\|356685;2026-03-24\|43.49\|1.75\|43.60\|43.75\|42.16\|285481;2026-03-25\|44.68\|2.74\|43.95\|45.43\|43.95\|298953;2026-03-26\|43.02\|-3.72\|44.39\|44.48\|42.95\|260560;2026-03-27\|46.39\|7.83\|42.16\|47.33\|42.07\|704538;2026-03-30\|46.04\|-0.75\|45.76\|46.35\|45.21\|352495;2026-03-31\|43.93\|-4.58\|45.50\|45.65\|43.89\|314617;2026-04-01\|46.03\|4.78\|45.50\|46.58\|44.73\|443716;2026-04-02\|47.52\|3.24\|45.64\|47.99\|45.47\|586552;2026-04-03\|48.70\|2.48\|48.14\|50.40\|48.00\|719658;2026-04-07\|51.33\|5.40\|49.67\|51.99\|49.65\|827135;2026-04-08\|52.22\|1.73\|53.00\|53.03\|50.50\|997620;2026-04-09\|53.90\|3.22\|50.80\|54.86\|50.61\|923287;2026-04-10\|52.64\|-2.34\|53.80\|55.39\|52.59\|759772;2026-04-13\|53.00\|0.68\|51.45\|53.48\|51.33\|555470;2026-04-14\|53.40\|0.75\|53.20\|54.80\|52.56\|656714;2026-04-15\|52.42\|-1.84\|53.50\|54.00\|52.08\|516376;2026-04-16\|52.55\|0.25\|52.09\|53.28\|51.88\|416337;2026-04-17\|55.90\|6.37\|52.88\|56.94\|52.58\|1029316;2026-04-20\|55.43\|-0.84\|55.99\|57.29\|54.88\|680666;2026-04-21\|56.48\|1.89\|54.58\|57.00\|53.88\|701972;2026-04-22\|57.55\|1.89\|55.88\|58.93\|55.60\|823679;2026-04-23\|47.07\|-18.21\|54.10\|55.00\|46.46\|1437109;2026-04-24\|46.00\|-2.27\|47.68\|47.98\|45.28\|600904;2026-04-27\|45.53\|-1.02\|46.01\|46.42\|45.32\|409211;2026-04-28\|45.58\|0.93\|45.77\|48.56\|45.23\|574123;2026-04-29\|44.89\|-1.51\|44.76\|45.16\|44.01\|364036;2026-04-30\|45.82\|2.07\|45.08\|46.66\|44.87\|431145;2026-05-06\|52.04\|13.57\|47.70\|54.59\|47.38\|1118258;2026-05-07\|52.83\|1.52\|51.95\|53.37\|51.41\|560268;2026-05-08\|51.08\|-3.31\|53.33\|53.47\|50.55\|596589;2026-05-11\|50.77\|-0.61\|51.44\|51.64\|49.90\|534667;2026-05-12\|49.15\|-3.19\|50.80\|50.86\|48.53\|454595;2026-05-13\|49.21\|0.12\|48.20\|49.30\|47.48\|395637;2026-05-14\|52.35\|6.38\|49.21\|54.18\|49.20\|1089351;2026-05-15\|52.30\|-0.10\|52.00\|53.52\|50.02\|709096;2026-05-18\|50.60\|-3.25\|51.40\|52.15\|50.15\|474371;2026-05-19\|50.73\|0.26\|49.76\|51.14\|48.12\|475627;2026-05-20\|51.48\|1.48\|50.05\|51.88\|49.13\|510516;2026-05-21\|46.21\|-10.24\|51.53\|51.59\|46.16\|845650;2026-05-22\|46.92\|1.54\|47.10\|47.68\|46.03\|358389;2026-05-25\|48.18\|2.69\|46.92\|48.48\|45.80\|485735;2026-05-26\|46.29\|-3.92\|48.35\|49.15\|45.45\|429892;2026-05-27\|44.78\|-3.26\|45.80\|46.53\|44.28\|353480;2026-05-28\|46.48\|3.80\|44.57\|46.85\|43.78\|375322;2026-05-29\|50.03\|7.64\|46.09\|52.39\|45.45\|1018538;2026-06-01\|44.50\|-11.05\|48.65\|49.03\|44.50\|686375;2026-06-02\|46.20\|3.82\|44.00\|46.77\|43.40\|488761;2026-06-03\|45.79\|-0.89\|46.30\|48.43\|45.14\|581969;2026-06-04\|44.92\|-1.90\|44.52\|45.72\|44.30\|354300;2026-06-05\|43.05\|-4.16\|44.38\|45.27\|42.82\|413028;2026-06-08\|40.02\|-7.04\|41.15\|41.81\|39.81\|353947;2026-06-09\|42.25\|5.57\|40.80\|43.12\|39.95\|362743;2026-06-10\|39.88\|-5.61\|41.21\|41.74\|39.25\|318982;2026-06-11\|39.95\|0.18\|39.89\|41.09\|39.38\|240580;2026-06-12\|38.28\|-4.18\|40.80\|40.99\|38.08\|341369;2026-06-15\|40.46\|5.69\|39.00\|40.55\|38.60\|327772;2026-06-16\|41.00\|1.33\|40.80\|41.49\|39.83\|274877;2026-06-17\|42.68\|4.10\|40.20\|42.95\|40.01\|400651;2026-06-18\|42.82\|0.33\|42.33\|43.26\|42.21\|315694;2026-06-22\|42.92\|0.23\|43.18\|43.90\|41.73\|371734;2026-06-23\|41.31\|-3.75\|42.40\|43.00\|40.89\|299232;2026-06-24\|42.42\|2.69\|41.08\|42.74\|40.70\|294763;2026-06-25\|40.66\|-4.15\|42.17\|42.46\|40.33\|365099;2026-06-26\|39.10\|-3.84\|40.50\|41.90\|39.10\|346051;2026-06-29\|38.00\|-2.81\|38.94\|40.98\|37.17\|354563;2026-06-30\|42.47\|11.76\|38.00\|42.96\|37.71\|607798;2026-07-01\|44.44\|4.64\|42.37\|46.30\|41.86\|654784;2026-07-02\|42.81\|-3.67\|43.04\|45.79\|41.89\|480087;2026-07-03\|40.62\|-5.12\|42.61\|43.00\|40.60\|384871;2026-07-06\|39.55\|-2.63\|41.20\|41.40\|38.66\|319921;2026-07-07\|38.77\|-1.97\|39.56\|40.84\|37.85\|333527;2026-07-08\|37.80\|-2.50\|38.99\|39.22\|36.06\|339535;2026-07-09\|38.82\|2.70\|38.16\|38.93\|37.00\|293859
118017	MPO、FAU、CPO等行业新技术受关注	SiC功率器件+拟收购晶艺半导体 1、据2026年3月28日公告，公司拟发行股份及支付现金收购晶艺半导体100%股权并配套募资，构成重大资产重组，标的公司主营功率半导体，与公司同属Fabless模式，具有协同效应。 2、据2024年年度报告及2025年持续督导报告，公司布局650V-3300V SiC MOSFET，产品已用于工业储能、光伏逆变、新能源汽车及充电桩，并推进功率IC与第三代半导体系列化，助力国产化替代。 3、据2025年年度业绩预告，公司围绕BLDC电机驱动、工业及车用电源、新能源与智能电网、高可靠电源及电机驱动四条产品线，提供整套芯片解决方案，相关业务正稳步推进。	公司拟收购核心客户晶艺半导体，标的主营电机驱动与电源管理两大类功率产品，产品广泛应用于高端消费电子、家电、智能电表、光模块、固态硬盘（SSD）、安防、通讯、服务器等市场领域	2026-03-02\|41.15\|-3.27\|41.85\|42.50\|40.81\|16748;2026-03-03\|38.83\|-5.64\|41.15\|41.65\|38.70\|19888;2026-03-04\|37.83\|-2.58\|38.51\|39.20\|37.77\|12187;2026-03-05\|39.68\|4.89\|39.25\|40.50\|39.25\|15302;2026-03-06\|42.61\|7.38\|40.08\|43.49\|39.39\|25237;2026-03-09\|42.76\|0.35\|41.74\|43.38\|41.42\|22275;2026-03-10\|47.06\|10.06\|43.10\|50.72\|43.10\|56115;2026-03-11\|46.10\|-2.04\|46.58\|48.19\|45.82\|46301;2026-03-12\|48.17\|4.49\|46.30\|48.56\|44.90\|48715;2026-03-13\|45.75\|-5.02\|48.17\|48.20\|45.75\|28526;2026-03-30\|54.90\|20.00\|54.90\|54.90\|50.81\|72318;2026-03-31\|49.70\|-9.47\|53.40\|56.89\|49.22\|90225;2026-04-01\|52.26\|5.15\|51.45\|53.33\|49.78\|64049;2026-04-02\|56.21\|7.56\|54.80\|60.98\|54.00\|79991;2026-04-03\|56.41\|0.36\|57.22\|57.31\|53.35\|57193;2026-04-07\|55.77\|-1.13\|55.88\|59.22\|54.68\|43302;2026-04-08\|66.92\|19.99\|57.00\|66.92\|56.00\|82385;2026-04-09\|78.50\|17.30\|65.11\|79.56\|64.73\|102529;2026-04-10\|81.11\|3.32\|80.07\|84.73\|76.06\|93090;2026-04-13\|84.63\|4.34\|79.80\|87.31\|79.80\|81942;2026-04-14\|95.60\|12.96\|86.75\|99.73\|86.32\|95757;2026-04-15\|91.51\|-4.28\|95.73\|97.00\|90.00\|66835;2026-04-16\|93.98\|2.70\|93.00\|95.54\|90.11\|45967;2026-04-17\|101.86\|8.38\|93.99\|105.00\|93.99\|75162;2026-04-20\|91.19\|-10.48\|98.81\|100.85\|89.70\|99851;2026-04-21\|88.96\|-2.45\|91.00\|91.00\|86.46\|53567;2026-04-22\|88.46\|-0.56\|90.32\|90.60\|86.81\|49159;2026-04-23\|82.30\|-6.96\|88.47\|89.02\|81.21\|59059;2026-04-24\|83.47\|1.42\|83.11\|87.68\|80.68\|75846;2026-04-27\|95.99\|15.00\|83.66\|96.64\|83.66\|107623;2026-04-28\|92.20\|-3.95\|97.71\|98.33\|91.00\|56911;2026-04-29\|89.28\|-3.17\|90.00\|91.52\|86.05\|48192;2026-04-30\|96.00\|7.53\|90.90\|97.00\|87.16\|90691;2026-05-06\|91.90\|-4.27\|98.79\|103.50\|91.00\|102281;2026-05-07\|95.40\|3.81\|91.76\|97.89\|89.20\|67157;2026-05-08\|107.46\|12.64\|94.91\|112.00\|93.00\|93554;2026-05-11\|123.53\|14.95\|111.72\|126.50\|106.00\|88240;2026-05-12\|137.50\|11.31\|123.99\|139.98\|123.99\|87278;2026-05-13\|139.40\|1.38\|135.00\|145.67\|128.00\|85585;2026-05-14\|140.00\|0.43\|141.98\|148.50\|138.00\|69008;2026-05-15\|136.04\|-2.83\|135.91\|141.13\|128.50\|83571;2026-05-18\|130.00\|-4.44\|133.00\|134.99\|127.94\|53727;2026-05-19\|126.96\|-2.34\|132.00\|133.20\|122.55\|38819;2026-05-20\|126.74\|-0.17\|128.00\|133.49\|123.12\|46248;2026-05-21\|116.00\|-8.47\|129.74\|130.57\|116.00\|54733;2026-05-22\|119.99\|3.44\|117.10\|121.73\|115.49\|33918;2026-05-25\|123.83\|3.20\|120.05\|131.00\|116.54\|58319;2026-05-26\|110.00\|-11.17\|122.01\|123.14\|99.06\|60017;2026-05-27\|106.24\|-3.42\|113.20\|113.20\|105.57\|41140;2026-05-28\|112.32\|5.72\|106.82\|112.96\|104.01\|31413;2026-05-29\|113.78\|1.30\|115.07\|119.00\|111.33\|36083;2026-06-01\|105.23\|-7.51\|113.78\|114.00\|102.01\|34070;2026-06-02\|104.05\|-1.12\|104.83\|107.56\|101.00\|26951;2026-06-03\|107.30\|3.12\|104.55\|112.88\|102.48\|36906;2026-06-04\|104.00\|-3.08\|105.00\|113.40\|101.80\|40623;2026-06-05\|100.40\|-3.46\|104.40\|104.40\|97.96\|27497;2026-06-08\|97.51\|-2.88\|95.01\|100.98\|95.00\|28337;2026-06-09\|106.62\|9.34\|98.39\|107.55\|97.98\|47777;2026-06-10\|94.70\|-11.18\|104.00\|106.13\|92.00\|45356;2026-06-11\|95.86\|1.22\|94.50\|98.50\|93.01\|26211;2026-06-12\|94.27\|-1.66\|97.50\|100.99\|94.02\|28240;2026-06-15\|102.98\|9.24\|94.75\|102.98\|94.75\|28290;2026-06-16\|102.11\|-0.84\|102.98\|104.48\|100.32\|22067;2026-06-17\|103.49\|1.35\|101.44\|105.27\|101.00\|22027;2026-06-18\|107.08\|3.47\|103.25\|110.97\|100.37\|49866;2026-06-22\|103.88\|-2.99\|109.03\|110.00\|100.44\|49439;2026-06-23\|103.50\|-0.37\|102.00\|108.80\|98.64\|32785;2026-06-24\|102.46\|-1.00\|102.47\|104.38\|98.69\|25125;2026-06-25\|102.80\|0.33\|104.98\|107.90\|100.88\|30328;2026-06-26\|97.34\|-5.31\|101.05\|105.95\|95.08\|30468;2026-06-29\|91.95\|-5.54\|97.08\|98.99\|88.78\|35505;2026-06-30\|103.95\|13.05\|92.00\|108.00\|89.64\|49794;2026-07-01\|103.46\|-0.47\|105.93\|115.97\|102.80\|62941;2026-07-02\|96.33\|-6.89\|95.95\|104.34\|95.00\|35942;2026-07-03\|92.01\|-4.48\|97.00\|98.22\|92.00\|26262;2026-07-06\|90.02\|-2.16\|92.00\|96.84\|86.70\|23685;2026-07-07\|91.92\|2.11\|88.10\|95.41\|88.10\|27354;2026-07-08\|87.79\|-4.49\|90.00\|94.89\|85.12\|2795789;2026-07-09\|90.21\|2.76\|88.86\|90.78\|84.53\|2540125
118016	MPO、FAU、CPO等行业新技术受关注	CPO+先进封装+Mini/Micro LED 行业原因：据财闻4月3日报道，天龙三号大型液体运载火箭在酒泉卫星发射中心发射升空，火箭飞行异常，发射任务失利。任务团队将全面开展航天归零和改进工作。公司原因： 1、据2025年11月20日投资者网上集体接待日活动，子公司微组半导体的微组装设备可应用于部分光模块的部分器件组装工序，设备精度已满足100G的精度，相关产品已获得客户订单；据2025年8月28日半年报，公司先进封装设备向3μm贴装精度推进，应用于Chiplet专用设备领域，可实现国产替代。 2、据2026年3月31日互动易，在Micro LED设备领域，公司子公司微组半导体自主研发的AM-10HB贴片机是Micro LED微显示屏生产的主要封装设备之一，并与上海显耀建立了合作关系；子公司易天半导体具备Mini/Micro LED巨量转移全工艺段自动线设备研发和制造能力。 3、据2025年8月28日半年报，公司2025年上半年扣非归母净利润2,860.11万元，同比上升184.55%，柔性OLED覆膜设备已在合肥维信诺产线完成验证，成为国内柔性面板制造厂商首选合作厂商之一。	子公司微组半导体微组装设备已获100G光模块订单，设备精度满足100G要求	2026-03-02\|45.09\|-0.94\|42.53\|49.35\|42.41\|230913;2026-03-03\|43.76\|-2.95\|46.79\|47.47\|42.85\|225485;2026-03-04\|48.29\|10.35\|42.34\|49.30\|42.34\|277846;2026-03-05\|46.80\|-3.09\|48.37\|50.95\|46.32\|314467;2026-03-06\|43.09\|-7.93\|45.61\|45.99\|42.50\|217385;2026-03-09\|39.69\|-7.89\|40.34\|40.59\|37.50\|225685;2026-03-10\|41.51\|4.59\|40.69\|42.70\|40.49\|201004;2026-03-11\|40.03\|-3.57\|41.29\|42.85\|39.86\|167896;2026-03-12\|37.81\|-5.55\|40.01\|40.20\|37.52\|155761;2026-03-13\|38.25\|1.16\|37.50\|39.85\|37.50\|144214;2026-03-16\|37.40\|-2.22\|38.17\|38.48\|36.95\|87022;2026-03-17\|35.21\|-5.86\|37.83\|37.83\|35.18\|109880;2026-03-18\|36.60\|3.95\|35.38\|36.76\|35.28\|82253;2026-03-19\|35.41\|-3.25\|36.27\|36.79\|35.30\|66065;2026-03-20\|34.58\|-2.34\|36.27\|36.87\|34.45\|83613;2026-03-23\|32.23\|-6.80\|33.49\|33.89\|31.80\|87031;2026-03-24\|33.43\|3.72\|33.01\|33.55\|31.93\|63455;2026-03-25\|35.32\|5.65\|34.25\|37.98\|34.25\|146359;2026-03-26\|33.66\|-4.70\|34.96\|35.40\|33.55\|87656;2026-03-27\|33.98\|0.95\|33.00\|34.58\|32.60\|64904;2026-03-30\|34.61\|1.85\|33.70\|35.16\|33.09\|76345;2026-03-31\|33.03\|-4.57\|34.29\|34.53\|32.78\|71282;2026-04-01\|33.90\|2.63\|34.01\|34.65\|33.50\|61692;2026-04-02\|33.75\|-0.44\|33.77\|34.81\|33.43\|105789;2026-04-03\|40.50\|20.00\|34.99\|40.50\|34.99\|224913;2026-04-07\|38.52\|-4.89\|39.60\|40.16\|38.38\|233098;2026-04-08\|40.83\|6.00\|38.81\|41.22\|38.63\|310128;2026-04-09\|39.75\|-2.65\|39.52\|40.50\|39.01\|198662;2026-04-10\|38.93\|-2.06\|39.30\|39.69\|38.15\|171446;2026-04-13\|39.19\|0.67\|38.55\|39.19\|37.91\|117742;2026-04-14\|41.91\|6.94\|39.19\|42.00\|38.88\|251034;2026-04-15\|41.10\|-1.93\|41.01\|41.70\|39.61\|180534;2026-04-16\|41.97\|2.12\|40.80\|42.40\|40.68\|164838;2026-04-17\|39.85\|-5.05\|41.42\|43.98\|39.80\|237459;2026-04-20\|40.20\|0.88\|39.01\|40.30\|38.44\|179365;2026-04-21\|38.86\|-3.33\|39.30\|39.33\|38.04\|132582;2026-04-22\|39.63\|1.98\|38.52\|39.80\|38.47\|118895;2026-04-23\|38.13\|-3.79\|40.02\|40.13\|37.38\|124003;2026-04-24\|37.06\|-2.81\|37.64\|38.50\|37.02\|82263;2026-04-27\|36.65\|-1.11\|36.60\|37.48\|35.90\|87234;2026-04-28\|35.09\|-4.26\|36.29\|36.29\|34.77\|91839;2026-04-29\|35.16\|0.20\|34.81\|35.69\|34.10\|57481;2026-04-30\|35.02\|-0.40\|35.30\|35.53\|34.45\|61526;2026-05-06\|36.46\|4.11\|35.73\|36.93\|35.73\|84053;2026-05-07\|39.75\|9.02\|37.98\|40.94\|37.31\|180293;2026-05-08\|39.53\|-0.55\|38.56\|39.75\|38.18\|129337;2026-05-11\|41.80\|5.74\|39.50\|41.80\|38.73\|184226;2026-05-12\|40.45\|-3.23\|41.24\|41.24\|39.76\|125256;2026-05-13\|40.26\|-0.47\|39.66\|41.20\|39.50\|96798;2026-05-14\|41.20\|2.33\|40.60\|41.30\|39.18\|133664;2026-05-15\|42.19\|2.40\|40.20\|42.30\|39.40\|161115;2026-05-18\|40.38\|-4.29\|41.77\|43.28\|40.01\|158072;2026-05-19\|40.41\|0.07\|39.57\|40.63\|37.35\|111735;2026-05-20\|39.67\|-1.83\|40.01\|40.59\|38.88\|80582;2026-05-21\|39.45\|-0.55\|42.29\|42.98\|39.02\|176570;2026-05-22\|41.63\|5.53\|39.72\|42.25\|38.80\|168067;2026-05-25\|43.76\|5.12\|41.63\|43.77\|40.58\|191533;2026-05-26\|44.50\|1.69\|43.38\|44.83\|41.66\|155035;2026-05-27\|43.27\|-2.76\|44.00\|44.89\|42.15\|124115;2026-05-28\|43.99\|1.66\|42.35\|44.05\|41.82\|113100;2026-05-29\|40.20\|-8.62\|44.40\|45.21\|39.53\|124834;2026-06-01\|35.10\|-12.69\|39.00\|39.34\|35.00\|128808;2026-06-02\|34.80\|-0.85\|35.29\|35.88\|34.51\|70668;2026-06-03\|37.03\|6.41\|35.00\|38.26\|35.00\|112467;2026-06-04\|26.47\|0.23\|26.26\|27.69\|25.87\|120668;2026-06-05\|27.80\|5.02\|26.00\|28.74\|24.33\|195528;2026-06-08\|26.92\|-3.17\|26.11\|28.47\|26.00\|142397;2026-06-09\|27.12\|0.74\|27.40\|27.66\|26.42\|101656;2026-06-10\|29.26\|7.89\|26.60\|30.65\|25.77\|266952;2026-06-11\|28.57\|-2.36\|28.88\|29.68\|28.05\|149571;2026-06-12\|26.33\|-7.84\|29.02\|29.44\|26.25\|161653;2026-06-15\|28.40\|7.86\|26.54\|28.49\|26.54\|139239;2026-06-16\|28.27\|-0.46\|28.17\|28.59\|27.60\|109115;2026-06-17\|30.51\|7.92\|28.43\|32.40\|28.17\|281698;2026-06-18\|29.58\|-3.05\|29.56\|30.00\|29.12\|194057;2026-06-22\|29.55\|-0.10\|30.47\|30.58\|28.49\|187485;2026-06-23\|28.99\|-1.90\|30.00\|30.00\|28.01\|119785;2026-06-24\|27.96\|-3.55\|28.65\|28.96\|27.03\|136914;2026-06-25\|26.19\|-6.33\|28.03\|28.43\|25.90\|166026;2026-06-26\|27.08\|3.40\|25.96\|28.16\|25.20\|198023;2026-06-29\|25.43\|-6.09\|26.85\|27.55\|24.68\|149573;2026-06-30\|29.31\|15.26\|25.43\|29.43\|25.22\|302736;2026-07-01\|29.65\|1.16\|29.04\|30.48\|28.72\|234570;2026-07-02\|27.98\|-5.63\|29.14\|29.88\|27.98\|153612;2026-07-03\|26.80\|-4.22\|28.17\|28.38\|26.76\|125300;2026-07-06\|25.72\|-4.03\|26.80\|27.35\|25.46\|113352;2026-07-07\|24.70\|-3.97\|25.74\|26.00\|24.46\|114288;2026-07-08\|23.52\|-4.78\|24.90\|24.92\|22.63\|114696;2026-07-09\|23.63\|0.47\|23.58\|23.79\|22.30\|112460
118015	MPO、FAU、CPO等行业新技术受关注	OCS交换机+WiFi7+海外突破 1、据2025年11月28日互动易，OCS交换机，是基于全光信号直接交换的通信设备，其核心在于无需光电转换即可实现光信号的路由与转发，主要应用于AI算力和高性能计算场景需求。公司始终积极关注当前行业发展最新动态以及新技术、新产品预研方向和项目储备。 2、据2025年11月20日投资者关系活动记录表，公司Wi-Fi7及交换机产品已完成合作意向确定，样机测试顺利，海外订单放量在即。 3、据2025年半年度报告，公司主营“交换机、路由器、智能终端、无线通信网络设备”等数据通信产品及汽车电子，形成“CT通信+IT计算+高端PCBA制造+汽车电子制造”多维业务体系。	公司拥有CPO交换机，是华为的合作伙伴，此外为思科核心供应商，间接为OPENAI，微软提供网络交换机	2026-03-02\|125.67\|-1.09\|124.49\|131.61\|124.00\|28269;2026-03-03\|114.18\|-9.14\|124.53\|127.25\|113.75\|36762;2026-03-04\|113.84\|-0.30\|111.99\|115.70\|111.38\|18958;2026-03-05\|112.92\|-0.81\|116.60\|118.50\|112.12\|21573;2026-03-06\|111.70\|-1.08\|111.90\|114.90\|110.67\|20479;2026-03-09\|106.66\|-4.51\|108.08\|108.35\|100.66\|35106;2026-03-10\|119.35\|11.90\|108.26\|121.60\|108.00\|50668;2026-03-11\|127.00\|6.41\|119.96\|130.90\|118.53\|66561;2026-03-12\|124.72\|-1.80\|127.54\|130.95\|124.00\|37791;2026-03-13\|119.45\|-4.23\|124.96\|126.03\|119.00\|28272;2026-03-16\|116.80\|-2.22\|118.61\|119.75\|114.90\|28449;2026-03-17\|106.62\|-8.72\|117.29\|117.50\|106.00\|38026;2026-03-18\|127.94\|20.00\|108.75\|127.94\|106.95\|70970;2026-03-19\|128.30\|0.28\|126.77\|136.99\|125.01\|79511;2026-03-20\|122.74\|-4.33\|128.62\|132.29\|122.74\|61678;2026-03-23\|118.11\|-3.77\|121.96\|128.94\|116.76\|47890;2026-03-24\|132.80\|12.44\|121.80\|134.68\|119.00\|82011;2026-03-25\|130.99\|-1.36\|130.10\|132.47\|128.88\|60377;2026-03-26\|127.22\|-2.88\|129.69\|132.90\|126.88\|39751;2026-03-27\|132.30\|3.99\|128.00\|135.00\|127.35\|67150;2026-03-30\|127.91\|-3.32\|125.69\|129.85\|125.50\|37805;2026-03-31\|126.00\|-1.49\|127.27\|130.03\|122.11\|34946;2026-04-01\|138.30\|9.76\|129.00\|138.38\|126.80\|62117;2026-04-02\|135.11\|-2.31\|135.56\|138.94\|134.10\|39141;2026-04-03\|137.92\|2.08\|136.22\|141.89\|134.05\|63390;2026-04-07\|145.44\|5.45\|137.71\|149.00\|135.78\|75343;2026-04-08\|150.57\|3.53\|149.00\|159.50\|146.45\|92573;2026-04-09\|146.65\|-2.60\|147.83\|150.80\|145.30\|50657;2026-04-10\|148.50\|1.26\|148.00\|152.99\|144.50\|49560;2026-04-13\|143.30\|-3.50\|146.00\|148.30\|142.73\|44896;2026-04-14\|141.26\|-1.42\|144.00\|145.28\|138.36\|45633;2026-04-15\|151.02\|6.91\|140.99\|152.68\|138.60\|76143;2026-04-16\|149.77\|-0.83\|148.00\|155.90\|145.34\|48602;2026-04-17\|146.00\|-2.52\|149.00\|150.95\|145.77\|38441;2026-04-20\|146.03\|0.02\|145.01\|152.80\|143.08\|41298;2026-04-21\|143.64\|-1.64\|143.59\|145.80\|140.25\|31373;2026-04-22\|156.82\|9.18\|142.99\|162.00\|142.00\|64946;2026-04-23\|150.16\|-4.25\|156.00\|157.56\|148.80\|40433;2026-04-24\|157.96\|5.19\|150.99\|168.18\|138.88\|87353;2026-04-27\|153.40\|-2.89\|159.35\|161.40\|152.30\|49180;2026-04-28\|146.31\|-4.62\|152.86\|153.00\|144.18\|51565;2026-04-29\|149.31\|2.05\|143.91\|153.85\|143.31\|40409;2026-04-30\|142.54\|-4.53\|148.46\|150.72\|137.92\|47849;2026-05-06\|153.37\|7.60\|146.82\|161.77\|145.00\|65107;2026-05-07\|154.80\|0.93\|153.33\|157.94\|150.83\|43035;2026-05-08\|159.32\|2.92\|154.88\|161.70\|152.01\|55827;2026-05-11\|166.80\|4.70\|161.59\|169.86\|157.33\|73235;2026-05-12\|155.60\|-6.71\|163.68\|164.88\|154.11\|67158;2026-05-13\|161.65\|3.89\|153.00\|167.00\|150.10\|66529;2026-05-14\|157.00\|-2.88\|169.99\|175.74\|156.48\|69113;2026-05-15\|154.40\|-1.66\|156.93\|160.98\|150.15\|54813;2026-05-18\|155.64\|0.80\|151.17\|160.62\|150.85\|35722;2026-05-19\|162.88\|4.65\|155.00\|162.94\|148.60\|53269;2026-05-20\|167.92\|3.09\|160.00\|177.00\|159.03\|70361;2026-05-21\|150.08\|-10.62\|168.19\|169.66\|149.50\|58580;2026-05-22\|164.90\|9.87\|150.61\|165.80\|150.55\|54773;2026-05-25\|184.30\|11.76\|173.65\|190.00\|170.00\|82160;2026-05-26\|167.22\|-9.27\|183.50\|186.50\|164.20\|69245;2026-05-27\|160.70\|-3.90\|169.00\|170.98\|159.03\|58895;2026-05-28\|168.71\|4.98\|160.00\|169.98\|159.56\|55951;2026-05-29\|152.60\|-9.55\|166.66\|168.00\|151.02\|62856;2026-06-01\|141.20\|-7.47\|152.65\|156.97\|140.01\|50494;2026-06-02\|145.27\|2.88\|142.48\|147.50\|139.03\|39815;2026-06-03\|142.90\|-1.63\|149.00\|154.95\|141.00\|53784;2026-06-04\|141.25\|-1.15\|139.42\|142.44\|135.58\|45516;2026-06-05\|135.88\|-3.80\|138.50\|140.81\|133.67\|45328;2026-06-08\|90.30\|-7.00\|90.31\|94.00\|87.90\|56592;2026-06-09\|94.95\|5.15\|93.00\|94.99\|91.00\|42766;2026-06-10\|95.40\|0.47\|93.72\|96.48\|91.95\|36539;2026-06-11\|93.83\|-1.65\|94.06\|96.84\|92.28\|44602;2026-06-12\|91.82\|-2.14\|96.21\|97.64\|90.60\|40221;2026-06-15\|103.55\|12.78\|92.80\|104.80\|92.14\|84606;2026-06-16\|104.73\|1.14\|104.16\|108.09\|101.93\|52451;2026-06-17\|105.30\|0.54\|103.80\|105.99\|102.80\|40348;2026-06-18\|110.98\|5.39\|105.31\|114.92\|103.67\|72089;2026-06-22\|111.17\|0.17\|111.24\|113.24\|105.86\|60623;2026-06-23\|107.12\|-3.64\|109.87\|110.70\|105.50\|36177;2026-06-24\|106.89\|-0.21\|106.62\|108.00\|104.48\|32803;2026-06-25\|108.24\|1.26\|107.00\|109.46\|104.10\|47045;2026-06-26\|100.33\|-7.31\|106.22\|106.30\|99.00\|43353;2026-06-29\|97.00\|-3.32\|99.86\|102.99\|94.00\|39959;2026-06-30\|113.55\|17.06\|96.08\|114.63\|96.08\|90092;2026-07-01\|117.00\|3.04\|114.34\|121.38\|112.62\|97480;2026-07-02\|111.84\|-4.41\|115.13\|118.99\|111.00\|57379;2026-07-03\|112.51\|0.60\|117.36\|127.80\|112.27\|81938;2026-07-06\|135.01\|20.00\|114.70\|135.01\|111.01\|138094;2026-07-07\|125.00\|-7.41\|130.82\|134.00\|123.22\|123245;2026-07-08\|127.90\|2.32\|129.88\|135.55\|126.18\|137613;2026-07-09\|125.99\|-1.49\|127.20\|127.20\|118.20\|121334
118014	MPO、FAU、CPO等行业新技术受关注	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-03-02\|157.58\|-1.41\|155.38\|164.99\|155.38\|109786;2026-03-03\|166.99\|5.97\|165.77\|178.88\|159.00\|200229;2026-03-04\|176.00\|5.40\|161.01\|180.88\|161.01\|181465;2026-03-05\|169.68\|-3.59\|179.99\|180.75\|165.35\|149340;2026-03-06\|157.50\|-7.18\|163.81\|164.00\|151.00\|150579;2026-03-09\|157.00\|-0.32\|146.21\|160.99\|139.90\|117398;2026-03-10\|188.40\|20.00\|163.86\|188.40\|161.00\|190392;2026-03-11\|187.20\|-0.64\|191.00\|194.85\|185.00\|148878;2026-03-12\|178.81\|-4.48\|182.00\|186.88\|175.06\|134284;2026-03-13\|173.05\|-3.22\|175.33\|185.00\|173.00\|106140;2026-03-16\|177.25\|2.43\|173.12\|178.60\|168.17\|94962;2026-03-17\|160.03\|-9.72\|173.01\|174.06\|155.98\|142620;2026-03-18\|164.01\|2.49\|162.00\|165.99\|156.99\|96238;2026-03-19\|182.59\|11.33\|160.10\|189.60\|159.29\|185017;2026-03-20\|203.14\|11.25\|199.99\|218.80\|199.99\|264884;2026-03-23\|191.00\|-5.98\|191.43\|207.47\|186.55\|172307;2026-03-24\|195.99\|2.61\|192.57\|196.66\|182.01\|172646;2026-03-25\|224.18\|14.38\|210.00\|233.25\|210.00\|185758;2026-03-26\|227.88\|1.65\|219.19\|234.00\|219.19\|168156;2026-03-27\|229.85\|0.86\|213.00\|236.00\|211.89\|157385;2026-03-30\|223.16\|-2.91\|228.00\|232.00\|220.10\|117259;2026-03-31\|206.00\|-7.69\|213.50\|215.80\|204.60\|152732;2026-04-01\|227.20\|10.29\|217.00\|229.30\|210.61\|161566;2026-04-02\|216.55\|-4.69\|225.00\|232.94\|215.42\|115416;2026-04-03\|236.93\|9.41\|226.00\|249.79\|225.99\|154934;2026-04-07\|228.50\|-3.56\|233.45\|240.00\|225.50\|133041;2026-04-08\|238.68\|4.46\|245.00\|245.50\|229.19\|148224;2026-04-09\|230.05\|-3.62\|230.23\|235.89\|227.00\|133713;2026-04-10\|239.39\|4.06\|229.00\|249.88\|218.80\|218059;2026-04-13\|255.90\|6.90\|233.00\|262.66\|233.00\|177860;2026-04-14\|289.00\|12.93\|260.76\|304.93\|260.76\|203378;2026-04-15\|292.50\|1.21\|290.00\|307.90\|287.00\|145577;2026-04-16\|298.00\|1.88\|298.16\|309.21\|288.00\|140336;2026-04-17\|328.01\|10.07\|307.00\|344.04\|306.94\|177604;2026-04-20\|309.18\|-5.74\|306.99\|327.98\|306.00\|176423;2026-04-21\|310.76\|0.51\|301.30\|312.00\|296.00\|142590;2026-04-22\|372.91\|20.00\|322.00\|372.91\|322.00\|220516;2026-04-23\|367.00\|-1.58\|383.90\|385.34\|358.16\|185953;2026-04-24\|385.73\|5.10\|380.45\|410.00\|375.00\|185003;2026-04-27\|385.00\|-0.19\|392.94\|396.66\|370.00\|157006;2026-04-28\|364.59\|-5.30\|393.93\|398.98\|358.00\|161311;2026-04-29\|351.20\|-3.67\|352.06\|368.50\|347.39\|158775;2026-04-30\|352.03\|0.24\|372.00\|379.89\|344.06\|154678;2026-05-06\|372.01\|5.68\|355.00\|390.00\|344.20\|169276;2026-05-07\|392.87\|5.61\|364.65\|399.41\|344.30\|187364;2026-05-08\|438.88\|11.71\|376.88\|449.99\|376.87\|180197;2026-05-11\|433.30\|-1.27\|438.89\|449.18\|420.00\|150821;2026-05-12\|431.49\|-0.42\|444.44\|460.00\|430.10\|119119;2026-05-13\|436.90\|1.25\|419.00\|438.80\|419.00\|102355;2026-05-14\|448.10\|2.56\|443.00\|463.37\|430.89\|125910;2026-05-15\|418.31\|-6.65\|458.88\|460.00\|412.00\|118086;2026-05-18\|408.02\|-2.46\|410.00\|424.99\|403.50\|96283;2026-05-19\|401.71\|-1.55\|396.88\|403.45\|383.83\|104316;2026-05-20\|393.98\|-1.92\|399.59\|401.96\|380.00\|117646;2026-05-21\|356.97\|-9.39\|395.00\|396.90\|355.00\|166810;2026-05-22\|376.10\|5.36\|366.60\|387.83\|355.20\|141486;2026-05-25\|375.68\|-0.11\|377.91\|382.70\|365.10\|127631;2026-05-26\|357.80\|-4.76\|370.00\|373.33\|347.00\|137751;2026-05-27\|360.34\|0.71\|357.80\|375.88\|350.02\|124847;2026-05-28\|395.58\|9.78\|363.19\|400.00\|344.25\|193236;2026-05-29\|394.74\|-0.21\|392.00\|409.70\|374.51\|194536;2026-06-01\|340.00\|-13.87\|375.00\|375.60\|335.04\|161938;2026-06-02\|353.70\|4.03\|346.99\|362.60\|330.91\|133439;2026-06-03\|381.01\|7.72\|366.58\|407.56\|366.58\|194857;2026-06-04\|389.90\|2.33\|365.00\|395.56\|365.00\|140967;2026-06-05\|368.61\|-5.46\|380.00\|412.00\|368.53\|152665;2026-06-08\|334.00\|-9.39\|340.00\|353.31\|330.01\|124066;2026-06-09\|360.88\|8.05\|343.00\|370.93\|335.27\|127716;2026-06-10\|342.00\|-5.23\|350.17\|351.86\|333.01\|103286;2026-06-11\|361.27\|5.63\|342.00\|375.95\|342.00\|130587;2026-06-12\|334.35\|-7.45\|378.97\|379.26\|328.86\|145977;2026-06-15\|360.50\|7.82\|338.00\|360.60\|323.20\|124635;2026-06-16\|375.33\|4.11\|360.95\|387.98\|355.00\|147915;2026-06-17\|371.50\|-1.02\|360.90\|376.00\|360.00\|141403;2026-06-18\|391.07\|5.27\|381.00\|401.20\|377.00\|166235;2026-06-22\|412.37\|5.45\|391.00\|415.00\|378.00\|181099;2026-06-23\|392.05\|-4.93\|403.00\|410.00\|382.50\|118896;2026-06-24\|420.00\|7.13\|384.50\|420.00\|384.50\|136329;2026-06-25\|441.80\|5.19\|428.00\|450.99\|414.00\|149241;2026-06-26\|396.00\|-10.37\|425.05\|439.00\|395.01\|132659;2026-06-29\|418.33\|5.64\|401.27\|435.13\|390.00\|127245;2026-06-30\|502.00\|20.00\|423.00\|502.00\|420.51\|205087;2026-07-01\|474.35\|-5.51\|504.00\|509.11\|465.00\|163547;2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|11750395;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|15646352
118013	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-03-02\|69.25\|0.73\|69.37\|73.32\|68.60\|287364;2026-03-03\|64.80\|-6.43\|69.33\|69.73\|64.46\|229120;2026-03-04\|68.52\|5.74\|64.00\|71.28\|63.51\|282807;2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522
118012	MPO、FAU、CPO等行业新技术受关注	800G交换机+硅光芯片+机器人代工+唐山国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月7日公告，公司拟以5,000万元增资弘光向尚，获7.06%股权，标的公司400G/800G/1.6T硅光芯片已具备完整供应链，可适配数据中心及5G/6G场景，形成CPO概念联动。 2、据2025年年度报告，公司具备100-800G数据中心交换机代工能力，2025年服务器累计产出超4万台，数通业务收入同比增长18.04%，直接受益AI算力需求。 3、据2025年年度报告及2026年5月11日机构调研，公司清洁及家居机器人业务首年营收超1.8亿元并实现盈利，越南基地为北美S客户整机代工，产能快速释放。 4、据2026年3月5日公告及公司披露，唐山工业控股集团有限公司为控股股东，最终控制人为唐山市国资委，具备地方国资背景。	1、参股孙公司山东华云光电技术有限公司致力于光模块等产品的研发、生产及销售； 2、公司Wi-Fi7万兆路由器实现批量生产及出货，持续获取国内外大客户 Wi-Fi7 新项目，成功完成国内海思方案Wi-Fi 产品开发； 3、参股公司芯物科技近期获多家半导体产业链公司入股，标的是国家级传感器技术和工艺的研发平台	2026-03-02\|12.20\|-2.63\|12.33\|12.55\|12.16\|270048;2026-03-03\|11.46\|-6.07\|12.20\|12.28\|11.44\|352640;2026-03-04\|11.30\|-1.40\|11.24\|11.57\|11.18\|212820;2026-03-05\|11.76\|4.07\|11.55\|11.91\|11.54\|281568;2026-03-06\|12.34\|4.93\|11.69\|12.55\|11.66\|454764;2026-03-09\|12.21\|-1.05\|12.16\|12.29\|11.65\|381049;2026-03-10\|12.60\|3.19\|12.44\|12.66\|12.34\|380415;2026-03-11\|12.97\|2.94\|12.73\|13.22\|12.68\|545236;2026-03-12\|12.79\|-1.39\|12.77\|13.17\|12.62\|355668;2026-03-13\|12.54\|-1.95\|12.60\|12.83\|12.41\|259886;2026-03-16\|12.77\|1.83\|12.47\|12.81\|12.31\|307950;2026-03-17\|12.18\|-4.62\|12.77\|12.82\|12.17\|300184;2026-03-18\|12.84\|5.42\|12.42\|12.86\|12.24\|349935;2026-03-19\|12.71\|-1.01\|12.66\|12.96\|12.63\|357567;2026-03-20\|12.26\|-3.54\|12.90\|12.97\|12.20\|356227;2026-03-23\|11.04\|-9.95\|11.84\|11.98\|11.03\|499022;2026-03-24\|11.63\|5.34\|11.24\|11.65\|10.76\|465620;2026-03-25\|12.79\|9.97\|11.75\|12.79\|11.75\|629459;2026-03-26\|13.09\|2.35\|13.00\|13.59\|12.87\|984232;2026-03-27\|13.07\|-0.15\|13.15\|13.30\|12.77\|486346;2026-03-30\|13.09\|0.15\|12.86\|13.20\|12.71\|422378;2026-03-31\|13.16\|0.53\|12.96\|13.38\|12.69\|483564;2026-04-01\|13.37\|1.60\|13.08\|13.44\|13.08\|803397;2026-04-02\|13.06\|-2.32\|13.25\|13.43\|13.02\|563807;2026-04-03\|13.25\|1.45\|13.32\|13.36\|12.84\|532281;2026-04-07\|13.71\|3.47\|13.28\|13.83\|13.20\|806646;2026-04-08\|13.96\|1.82\|13.77\|13.96\|13.55\|872552;2026-04-09\|14.41\|3.22\|13.67\|14.47\|13.58\|961351;2026-04-10\|13.79\|-4.30\|14.22\|14.26\|13.74\|858385;2026-04-13\|14.18\|2.83\|13.59\|14.47\|13.55\|778603;2026-04-14\|13.92\|-1.83\|14.17\|14.28\|13.81\|644396;2026-04-15\|13.66\|-1.87\|13.90\|14.03\|13.57\|495911;2026-04-16\|13.80\|1.02\|13.65\|14.02\|13.45\|426543;2026-04-17\|15.18\|10.00\|13.78\|15.18\|13.78\|712268;2026-04-20\|14.85\|-2.17\|15.03\|15.03\|14.65\|991750;2026-04-21\|14.44\|-2.76\|14.88\|14.91\|14.17\|681048;2026-04-22\|15.16\|4.99\|14.31\|15.49\|14.31\|988337;2026-04-23\|14.57\|-3.89\|15.16\|15.28\|14.50\|701109;2026-04-24\|15.11\|3.71\|14.48\|15.32\|14.07\|937585;2026-04-27\|14.73\|-2.51\|14.93\|14.93\|14.33\|609053;2026-04-28\|13.98\|-5.09\|14.52\|14.87\|13.72\|660009;2026-04-29\|14.65\|4.79\|13.80\|15.38\|13.77\|973960;2026-04-30\|14.64\|-0.07\|14.60\|15.06\|14.23\|656865;2026-05-06\|15.04\|2.73\|14.71\|15.29\|14.71\|687263;2026-05-07\|15.33\|1.93\|16.00\|16.12\|15.14\|1167270;2026-05-08\|15.73\|2.61\|15.33\|15.87\|14.88\|1079778;2026-05-11\|15.94\|1.33\|15.84\|16.09\|15.19\|1073166;2026-05-12\|15.88\|-0.38\|15.71\|16.38\|15.50\|847824;2026-05-13\|16.09\|1.32\|15.32\|16.21\|15.31\|804135;2026-05-14\|17.70\|10.01\|17.70\|17.70\|17.00\|957353;2026-05-15\|15.93\|-10.00\|16.88\|16.88\|15.93\|1387604;2026-05-18\|15.63\|-1.88\|15.19\|15.97\|14.73\|725170;2026-05-19\|15.52\|-0.70\|15.43\|15.61\|14.88\|691278;2026-05-20\|15.58\|0.39\|15.51\|16.05\|15.07\|661014;2026-05-21\|14.02\|-10.01\|15.58\|15.58\|14.02\|948573;2026-05-22\|14.22\|1.43\|14.02\|14.30\|13.80\|544296;2026-05-25\|14.18\|-0.28\|14.11\|14.58\|13.91\|455661;2026-05-26\|13.41\|-5.43\|13.98\|14.00\|13.15\|586470;2026-05-27\|12.90\|-3.80\|13.30\|13.38\|12.80\|429671;2026-05-28\|13.39\|3.80\|12.78\|13.50\|12.71\|430148;2026-05-29\|12.79\|-4.48\|13.59\|13.67\|12.62\|404602;2026-06-01\|12.59\|-1.56\|12.79\|13.00\|12.54\|279318;2026-06-02\|12.68\|0.71\|12.56\|12.81\|12.29\|298666;2026-06-03\|12.98\|2.37\|13.17\|13.49\|12.81\|524715;2026-06-04\|13.25\|2.08\|13.24\|13.75\|13.18\|454898;2026-06-05\|13.41\|1.21\|12.99\|13.71\|12.91\|509377;2026-06-08\|12.35\|-7.90\|12.89\|13.01\|12.26\|424751;2026-06-09\|12.61\|2.11\|12.46\|12.62\|12.21\|295578;2026-06-10\|12.11\|-3.97\|12.42\|12.44\|11.94\|313389;2026-06-11\|11.91\|-1.65\|12.05\|12.20\|11.83\|229263;2026-06-12\|12.16\|2.10\|12.12\|12.43\|12.11\|262434;2026-06-15\|12.72\|4.61\|12.38\|12.75\|12.25\|314207;2026-06-16\|12.93\|1.65\|12.72\|13.05\|12.60\|287040;2026-06-17\|13.32\|3.02\|12.73\|13.46\|12.71\|400666;2026-06-18\|13.20\|-0.90\|13.44\|13.44\|13.06\|313041;2026-06-22\|13.12\|-0.61\|13.15\|13.37\|12.68\|347077;2026-06-23\|12.77\|-2.67\|13.05\|13.18\|12.66\|285502;2026-06-24\|12.66\|-0.86\|12.75\|12.94\|12.53\|260645;2026-06-25\|12.36\|-2.37\|12.78\|12.81\|12.22\|288792;2026-06-26\|11.64\|-5.83\|12.22\|12.22\|11.61\|303417;2026-06-29\|11.01\|-5.17\|11.50\|11.55\|10.70\|300473;2026-06-30\|12.11\|9.99\|11.12\|12.11\|10.91\|315172;2026-07-01\|12.05\|-0.50\|12.11\|12.42\|12.01\|377930;2026-07-02\|11.79\|-2.16\|11.95\|12.22\|11.61\|300133;2026-07-03\|12.20\|3.48\|12.24\|12.58\|12.00\|386878;2026-07-06\|13.42\|10.00\|12.01\|13.42\|11.85\|718623;2026-07-07\|13.51\|0.67\|12.93\|13.93\|12.81\|951815;2026-07-08\|14.44\|6.88\|13.31\|14.72\|13.26\|1075792;2026-07-09\|13.42\|-7.06\|13.30\|13.95\|13.00\|1027461
118011	MPO、FAU、CPO等行业新技术受关注	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域；一季度业绩同比减亏； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-02\|20.75\|-2.76\|21.10\|21.35\|20.72\|63721;2026-03-03\|20.72\|-0.14\|21.04\|22.22\|20.70\|149846;2026-03-04\|20.30\|-2.03\|20.05\|20.75\|19.95\|78567;2026-03-05\|20.43\|0.64\|20.60\|20.88\|20.37\|62757;2026-03-06\|20.91\|2.35\|20.47\|21.22\|20.20\|81128;2026-03-09\|20.24\|-3.20\|20.40\|20.57\|19.42\|119699;2026-03-10\|21.54\|6.42\|20.59\|21.81\|20.59\|153132;2026-03-11\|22.01\|2.18\|21.56\|22.49\|21.56\|184348;2026-03-12\|22.02\|0.05\|21.92\|22.66\|21.80\|137407;2026-03-13\|22.08\|0.27\|21.83\|22.76\|21.49\|157090;2026-03-16\|22.41\|1.49\|21.95\|22.48\|21.86\|114974;2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222
118010	MPO、FAU、CPO等行业新技术受关注	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，此前公司联合字节跳动、是德科技共同进行了基于51.2Tbps交换机满配800G LPO光模块的蛇形打流测试	2026-03-02\|91.02\|0.29\|88.93\|94.08\|88.51\|104167;2026-03-03\|85.22\|-6.37\|90.89\|90.89\|84.91\|77177;2026-03-04\|84.62\|-0.70\|84.25\|88.74\|84.10\|64778;2026-03-05\|85.68\|1.25\|87.90\|88.17\|84.00\|64664;2026-03-06\|85.00\|-0.79\|85.05\|86.93\|84.05\|42169;2026-03-09\|82.64\|-2.78\|83.50\|84.00\|77.00\|89672;2026-03-10\|88.31\|6.86\|84.26\|89.20\|84.21\|108505;2026-03-11\|93.64\|6.04\|88.30\|96.76\|87.25\|184247;2026-03-12\|96.60\|3.16\|93.17\|100.98\|92.65\|167427;2026-03-13\|91.94\|-4.82\|95.19\|95.54\|91.40\|97831;2026-03-16\|89.32\|-2.85\|91.87\|92.11\|87.65\|67672;2026-03-17\|81.82\|-8.40\|90.00\|90.21\|81.70\|110455;2026-03-18\|89.84\|9.80\|82.60\|91.00\|81.24\|130671;2026-03-19\|88.67\|-1.30\|87.95\|92.88\|87.00\|89880;2026-03-20\|85.60\|-3.46\|89.95\|91.76\|85.51\|94624;2026-03-23\|80.07\|-6.46\|83.63\|85.60\|79.19\|85002;2026-03-24\|81.93\|2.32\|80.97\|82.74\|78.83\|89927;2026-03-25\|85.40\|4.24\|83.27\|87.29\|83.27\|90092;2026-03-26\|82.48\|-3.42\|84.46\|86.70\|81.71\|67639;2026-03-27\|82.06\|-0.51\|81.22\|83.94\|79.41\|78696;2026-03-30\|79.71\|-2.86\|77.70\|80.49\|76.13\|102458;2026-03-31\|76.56\|-3.95\|79.04\|79.95\|76.09\|75302;2026-04-01\|81.55\|6.52\|78.58\|82.70\|78.50\|91732;2026-04-02\|80.34\|-1.48\|81.13\|83.93\|79.15\|68975;2026-04-03\|80.63\|0.36\|81.00\|82.48\|80.34\|61381;2026-04-07\|85.80\|6.41\|80.66\|87.00\|80.60\|126522;2026-04-08\|92.35\|7.63\|87.33\|92.50\|86.10\|160503;2026-04-09\|92.11\|-0.26\|89.60\|93.16\|89.60\|90745;2026-04-10\|90.44\|-1.81\|92.30\|92.80\|90.32\|84822;2026-04-13\|92.26\|2.01\|89.46\|94.88\|89.11\|86988;2026-04-14\|92.96\|0.76\|92.51\|93.99\|91.01\|77226;2026-04-15\|93.52\|0.60\|93.01\|96.50\|92.41\|119758;2026-04-16\|95.55\|2.17\|93.27\|97.50\|93.01\|105574;2026-04-17\|95.97\|0.44\|94.33\|98.00\|93.98\|92912;2026-04-20\|99.53\|3.71\|96.50\|100.37\|95.81\|133416;2026-04-21\|92.99\|-6.57\|93.10\|93.53\|89.00\|154062;2026-04-22\|95.74\|2.96\|92.82\|98.00\|91.50\|125071;2026-04-23\|92.30\|-3.59\|96.00\|96.62\|91.80\|92752;2026-04-24\|100.60\|8.99\|92.30\|102.50\|89.00\|175959;2026-04-27\|98.98\|-1.61\|100.67\|101.96\|96.75\|127907;2026-04-28\|93.18\|-5.86\|98.00\|98.95\|92.50\|104857;2026-04-29\|91.55\|-1.75\|91.81\|95.58\|91.52\|106564;2026-04-30\|92.92\|1.50\|92.03\|96.33\|89.05\|119513;2026-05-06\|101.62\|9.36\|96.01\|103.64\|96.01\|176661;2026-05-07\|99.00\|-2.58\|102.03\|102.04\|98.82\|116946;2026-05-08\|99.38\|0.38\|98.40\|100.92\|96.90\|101550;2026-05-11\|102.30\|2.94\|101.15\|105.42\|98.58\|132175;2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189
118009	MPO、FAU、CPO等行业新技术受关注	光学器件+机器视觉+车载光学行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月29日互动易，公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段。公司具备光模块所需玻璃镜片、硅透镜的技术储备，与光模块整机业务属不同范畴。 2、据2026年5月18日投资者关系记录表，公司镜头和影像模组已用于机器视觉相关产业，并已成立智能感知事业部适应机器视觉发展需求。 3、据2025年年度报告，公司是全球ADAS镜头主力供应商，持续深化与Mobileye、Nvidia、地平线等平台战略合作，深耕车载光学领域。	1、公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段； 2、公司车载镜头（车内监控、前视ADAS、盲区监控）已获得特斯拉的认证通过，已有正式订单	2026-03-02\|10.77\|-4.01\|10.93\|11.02\|10.66\|450707;2026-03-03\|11.22\|4.18\|11.30\|11.85\|11.15\|1462530;2026-03-04\|10.98\|-2.14\|10.82\|11.25\|10.82\|708808;2026-03-05\|11.15\|1.55\|11.23\|11.54\|11.06\|670814;2026-03-06\|10.84\|-2.78\|11.05\|11.14\|10.76\|528632;2026-03-09\|10.45\|-3.60\|10.62\|10.62\|10.12\|626978;2026-03-10\|10.51\|0.57\|10.64\|10.80\|10.46\|384342;2026-03-11\|10.60\|0.86\|10.50\|10.81\|10.50\|373709;2026-03-12\|10.47\|-1.23\|10.52\|10.72\|10.40\|316624;2026-03-13\|10.27\|-1.91\|10.34\|10.55\|10.27\|276645;2026-03-16\|10.37\|0.97\|10.20\|10.37\|10.08\|280591;2026-03-17\|10.09\|-2.70\|10.39\|10.45\|10.08\|283811;2026-03-18\|10.17\|0.79\|10.12\|10.20\|10.04\|200123;2026-03-19\|9.92\|-2.46\|10.00\|10.12\|9.90\|260484;2026-03-20\|9.72\|-2.02\|9.93\|10.15\|9.71\|257946;2026-03-23\|8.84\|-9.05\|9.34\|9.56\|8.80\|490992;2026-03-24\|8.98\|1.58\|9.03\|9.05\|8.68\|305028;2026-03-25\|9.05\|0.78\|9.09\|9.14\|9.01\|211159;2026-03-26\|8.91\|-1.55\|8.99\|9.23\|8.89\|260658;2026-03-27\|8.92\|0.11\|8.82\|8.96\|8.77\|180860;2026-03-30\|8.81\|-1.23\|8.80\|8.85\|8.60\|220239;2026-03-31\|8.69\|-1.36\|8.78\|8.89\|8.67\|181019;2026-04-01\|8.86\|1.96\|8.85\|8.89\|8.75\|163113;2026-04-02\|8.68\|-2.03\|8.89\|9.04\|8.65\|218268;2026-04-03\|8.90\|2.53\|8.79\|9.04\|8.57\|351692;2026-04-07\|9.01\|1.24\|8.86\|9.05\|8.86\|216538;2026-04-08\|9.27\|2.89\|9.15\|9.27\|9.10\|305738;2026-04-09\|9.17\|-1.08\|9.14\|9.38\|9.11\|233102;2026-04-10\|9.24\|0.76\|9.27\|9.38\|9.20\|243107;2026-04-13\|9.14\|-1.08\|9.20\|9.25\|9.11\|188872;2026-04-14\|9.10\|-0.44\|9.22\|9.25\|9.03\|214501;2026-04-15\|9.05\|-0.55\|9.16\|9.19\|9.00\|183359;2026-04-16\|9.23\|1.99\|9.15\|9.35\|9.05\|296289;2026-04-17\|9.12\|-1.19\|9.18\|9.20\|9.04\|228378;2026-04-20\|9.11\|-0.11\|9.10\|9.20\|9.07\|189911;2026-04-21\|8.97\|-1.54\|9.10\|9.11\|8.89\|263737;2026-04-22\|9.07\|1.11\|8.92\|9.10\|8.89\|220506;2026-04-23\|8.91\|-1.76\|9.07\|9.10\|8.86\|257139;2026-04-24\|8.78\|-1.46\|8.89\|8.95\|8.77\|175599;2026-04-27\|9.05\|3.08\|8.73\|9.07\|8.58\|301970;2026-04-28\|8.15\|-9.94\|8.15\|8.25\|8.15\|423405;2026-04-29\|7.90\|-3.07\|7.77\|7.99\|7.70\|650873;2026-04-30\|7.68\|-2.78\|7.85\|7.93\|7.61\|438472;2026-05-06\|7.90\|2.86\|7.78\|7.98\|7.70\|387500;2026-05-07\|8.12\|2.78\|7.90\|8.15\|7.85\|331502;2026-05-08\|8.43\|3.82\|8.12\|8.63\|8.00\|572289;2026-05-11\|8.76\|3.91\|8.59\|9.07\|8.41\|785743;2026-05-12\|8.67\|-1.03\|8.68\|8.76\|8.50\|452133;2026-05-13\|9.00\|3.81\|8.60\|9.13\|8.56\|565357;2026-05-14\|8.62\|-4.22\|9.06\|9.10\|8.62\|405815;2026-05-15\|8.38\|-2.78\|8.62\|8.74\|8.30\|353120;2026-05-18\|8.65\|3.22\|8.36\|8.85\|8.31\|360109;2026-05-19\|8.83\|2.08\|8.82\|8.94\|8.64\|404282;2026-05-20\|8.51\|-3.62\|8.75\|8.82\|8.47\|301034;2026-05-21\|9.36\|9.99\|8.77\|9.36\|8.77\|705547;2026-05-22\|10.30\|10.04\|10.09\|10.30\|9.52\|2058104;2026-05-25\|10.32\|0.19\|10.31\|10.93\|10.13\|2187767;2026-05-26\|10.78\|4.46\|10.44\|10.83\|10.21\|1776398;2026-05-27\|10.02\|-7.05\|10.44\|10.83\|9.86\|1565813;2026-05-28\|9.78\|-2.40\|9.87\|10.18\|9.51\|1121939;2026-05-29\|9.21\|-5.83\|10.60\|10.69\|9.03\|1246387;2026-06-01\|9.52\|3.37\|9.03\|9.84\|9.03\|862146;2026-06-02\|9.21\|-3.26\|9.37\|9.45\|9.02\|693347;2026-06-03\|8.91\|-3.26\|9.21\|9.44\|8.78\|849316;2026-06-04\|8.85\|-0.67\|8.70\|9.14\|8.61\|561639;2026-06-05\|9.09\|2.71\|8.81\|9.45\|8.47\|901607;2026-06-08\|8.62\|-5.17\|8.71\|8.98\|8.57\|557325;2026-06-09\|8.90\|3.25\|8.79\|9.28\|8.56\|670612;2026-06-10\|8.37\|-5.96\|8.75\|8.78\|8.27\|622062;2026-06-11\|7.96\|-4.90\|8.25\|8.29\|7.90\|475568;2026-06-12\|7.86\|-1.26\|8.12\|8.26\|7.83\|423359;2026-06-15\|8.15\|3.69\|7.92\|8.16\|7.91\|390107;2026-06-16\|8.49\|4.17\|8.15\|8.80\|8.01\|581862;2026-06-17\|8.70\|2.47\|8.40\|8.79\|8.40\|549263;2026-06-18\|8.61\|-1.03\|8.61\|8.66\|8.35\|438756;2026-06-22\|8.29\|-3.72\|8.61\|8.75\|8.14\|465032;2026-06-23\|8.15\|-1.69\|8.22\|8.52\|8.13\|375740;2026-06-24\|8.00\|-1.84\|8.10\|8.15\|7.84\|391874;2026-06-25\|7.38\|-7.75\|7.95\|8.05\|7.31\|649694;2026-06-26\|7.25\|-1.76\|7.33\|7.59\|7.20\|475648;2026-06-29\|6.88\|-5.10\|7.20\|7.32\|6.74\|500741;2026-06-30\|7.57\|10.03\|6.96\|7.57\|6.93\|392627;2026-07-01\|7.57\|0.00\|7.70\|7.86\|7.51\|657372;2026-07-02\|7.32\|-3.30\|7.57\|7.79\|7.30\|448899;2026-07-03\|7.42\|1.37\|7.36\|7.59\|7.20\|413116;2026-07-06\|6.99\|-5.80\|7.43\|7.46\|6.97\|425959;2026-07-07\|6.73\|-3.72\|7.06\|7.10\|6.71\|318229;2026-07-08\|6.55\|-2.67\|6.70\|6.74\|6.42\|285312;2026-07-09\|6.72\|2.60\|6.58\|6.74\|6.37\|330251
118008	MPO、FAU、CPO等行业新技术受关注	AI光学+CPO硅透镜+AR眼镜+消费电子行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月25日互动易，光通信行业在AI算力驱动下上游光学元件供需偏紧，公司AI光学业务紧抓算力基础设施、数据中心建设行业机遇，相关产品有望年内实现交付；据2025年年报，公司CPO共封装-硅透镜研发项目正在开发中，目标满足800G/1.6T光模块及未来AI集群光互连需求。 2、据2026年5月21日投资者关系活动记录表，AR光学是公司第二成长曲线，以核心GWG反射光波导技术为根基，同步拓展SRG、VHG等技术体系，已与北美行业头部客户建立深度战略合作关系，产线建设稳步推进。 3、据2026年5月21日投资者关系活动记录表，公司第一成长曲线消费电子与车载光学经营稳健，2026年核心增量来自北美大客户手机摄像头光学升级供应新品，涂布滤光片自2025年量产突破后份额稳步提升。	1、公司已将AI光学列为第三成长曲线，CPO共封装硅透镜项目正开发，目标切入800G/1.6T光模块及AI集群光互连； 2、公司的光学零组件产品广泛用于各型号智能手机的成像和感知系统，而AI手机同样具备该类系统，其产品可满足AI手机成像与感知相关需求	2026-03-02\|28.41\|0.74\|27.58\|28.72\|27.49\|608519;2026-03-03\|26.56\|-6.51\|28.50\|28.51\|26.51\|689833;2026-03-04\|26.24\|-1.20\|26.18\|27.25\|26.12\|419578;2026-03-05\|27.19\|3.62\|26.84\|27.76\|26.79\|505289;2026-03-06\|27.69\|1.84\|26.88\|27.75\|26.30\|461137;2026-03-09\|25.80\|-6.83\|26.81\|26.85\|25.20\|758220;2026-03-10\|26.44\|2.48\|26.31\|26.75\|25.99\|492675;2026-03-11\|25.90\|-2.04\|26.41\|26.91\|25.88\|376142;2026-03-12\|25.71\|-0.73\|25.86\|26.49\|25.50\|376561;2026-03-13\|27.62\|7.43\|25.51\|28.28\|25.41\|1306769;2026-03-16\|26.03\|-5.76\|27.35\|27.35\|25.80\|795979;2026-03-17\|24.62\|-5.42\|26.20\|26.27\|24.62\|627979;2026-03-18\|25.36\|3.01\|24.63\|25.40\|24.32\|427140;2026-03-19\|25.39\|0.12\|24.96\|26.10\|24.71\|456246;2026-03-20\|24.83\|-2.21\|25.46\|26.62\|24.80\|621642;2026-03-23\|23.56\|-5.11\|24.40\|24.83\|23.40\|545043;2026-03-24\|23.81\|1.06\|24.00\|24.03\|23.01\|403782;2026-03-25\|24.21\|1.68\|23.99\|24.77\|23.90\|331367;2026-03-26\|23.41\|-3.30\|24.11\|24.14\|23.27\|287350;2026-03-27\|23.16\|-1.07\|23.00\|23.54\|22.77\|276197;2026-03-30\|22.38\|-3.37\|22.60\|22.67\|21.88\|429678;2026-03-31\|22.04\|-1.52\|22.37\|22.68\|22.01\|269538;2026-04-01\|23.22\|5.35\|22.50\|23.30\|22.27\|408141;2026-04-02\|24.84\|6.98\|23.20\|25.54\|23.00\|1300775;2026-04-03\|24.88\|0.16\|25.21\|25.55\|24.34\|652638;2026-04-07\|25.62\|2.97\|25.01\|26.15\|25.01\|585364;2026-04-08\|28.18\|9.99\|26.25\|28.18\|26.10\|1225649;2026-04-09\|30.11\|6.85\|28.58\|30.55\|28.23\|1496376;2026-04-10\|29.88\|-0.76\|30.08\|30.42\|29.30\|929794;2026-04-13\|30.27\|1.31\|29.57\|31.34\|29.57\|872527;2026-04-14\|30.01\|-0.86\|30.26\|30.46\|29.55\|603599;2026-04-15\|29.03\|-3.27\|30.17\|30.17\|28.83\|595274;2026-04-16\|29.45\|1.45\|29.27\|29.83\|28.26\|860952;2026-04-17\|29.04\|-1.39\|29.70\|29.74\|28.68\|601362;2026-04-20\|31.18\|7.37\|30.01\|31.94\|29.33\|1285025;2026-04-21\|32.39\|3.88\|31.00\|33.00\|30.39\|1176272;2026-04-22\|33.07\|2.10\|32.38\|33.33\|32.02\|770543;2026-04-23\|33.48\|1.24\|34.58\|34.99\|32.77\|1066870;2026-04-24\|32.10\|-4.12\|33.35\|33.80\|31.40\|934642;2026-04-27\|32.85\|2.34\|32.43\|33.66\|32.32\|681727;2026-04-28\|31.63\|-3.71\|32.56\|32.70\|31.42\|626129;2026-04-29\|33.33\|5.37\|31.43\|33.93\|30.99\|706815;2026-04-30\|33.00\|-0.99\|34.74\|34.84\|32.69\|559201;2026-05-06\|33.19\|0.58\|33.37\|34.10\|33.08\|626956;2026-05-07\|35.06\|5.63\|33.46\|35.65\|32.62\|788287;2026-05-08\|36.17\|3.17\|34.41\|36.17\|33.88\|751510;2026-05-11\|37.74\|4.34\|38.00\|38.80\|36.86\|1250093;2026-05-12\|37.99\|0.66\|38.18\|39.80\|37.50\|951352;2026-05-13\|39.38\|3.66\|37.96\|39.58\|37.10\|797179;2026-05-14\|38.81\|-1.45\|39.00\|40.30\|38.23\|799178;2026-05-15\|38.00\|-2.09\|39.47\|40.12\|37.20\|807034;2026-05-18\|37.30\|-1.84\|37.91\|37.98\|36.55\|664292;2026-05-19\|38.54\|3.32\|37.33\|38.80\|35.70\|787567;2026-05-20\|39.70\|3.01\|39.07\|40.19\|38.10\|743428;2026-05-21\|36.67\|-7.63\|39.77\|41.93\|36.42\|1469169;2026-05-22\|40.34\|10.01\|38.00\|40.34\|37.15\|1097994;2026-05-25\|40.14\|-0.50\|40.61\|40.70\|38.22\|1162627;2026-05-26\|39.30\|-2.09\|40.04\|40.47\|38.36\|759193;2026-05-27\|42.05\|7.00\|39.30\|42.88\|39.00\|1253273;2026-05-28\|43.73\|4.00\|42.10\|44.30\|41.69\|962280;2026-05-29\|39.36\|-9.99\|43.75\|43.79\|39.36\|1059853;2026-06-01\|36.53\|-7.19\|38.52\|39.27\|36.19\|1001892;2026-06-02\|37.27\|2.03\|36.90\|38.06\|35.50\|736854;2026-06-03\|36.85\|-0.59\|37.38\|38.61\|36.10\|824728;2026-06-04\|37.18\|0.90\|35.90\|37.59\|35.70\|684697;2026-06-05\|36.22\|-2.58\|36.77\|37.99\|35.10\|728733;2026-06-08\|34.23\|-5.49\|34.48\|36.19\|34.08\|720478;2026-06-09\|35.76\|4.47\|34.76\|35.85\|34.00\|492379;2026-06-10\|34.09\|-4.67\|35.05\|35.10\|33.20\|490473;2026-06-11\|33.18\|-2.67\|34.00\|34.34\|32.75\|535366;2026-06-12\|32.39\|-2.38\|33.97\|34.36\|32.26\|576288;2026-06-15\|34.46\|6.39\|33.00\|34.59\|32.86\|728442;2026-06-16\|35.87\|4.09\|34.99\|36.64\|34.60\|654911;2026-06-17\|35.73\|-0.39\|35.30\|37.03\|35.06\|596601;2026-06-18\|36.94\|3.39\|35.75\|37.41\|35.60\|754079;2026-06-22\|35.53\|-3.82\|36.98\|37.31\|34.53\|829007;2026-06-23\|34.04\|-4.19\|35.20\|36.40\|33.77\|608481;2026-06-24\|36.01\|5.79\|34.05\|36.39\|33.52\|781629;2026-06-25\|36.41\|1.11\|35.91\|36.84\|35.20\|740238;2026-06-26\|35.83\|-1.59\|35.76\|36.86\|34.22\|947299;2026-06-29\|32.25\|-9.99\|35.80\|37.18\|32.25\|1103133;2026-06-30\|35.48\|10.02\|35.35\|35.48\|35.35\|390847;2026-07-01\|39.03\|10.01\|39.03\|39.03\|39.03\|146761;2026-07-02\|39.02\|-0.03\|40.00\|42.18\|38.23\|2598369;2026-07-03\|36.98\|-5.23\|39.24\|39.86\|36.90\|1581334;2026-07-06\|35.55\|-3.87\|36.06\|38.09\|35.30\|1117490;2026-07-07\|34.17\|-3.88\|35.27\|35.88\|33.09\|796391;2026-07-08\|32.04\|-6.23\|34.51\|34.75\|31.89\|820695;2026-07-09\|32.88\|2.62\|32.61\|32.98\|30.70\|702328
118007	MPO、FAU、CPO等行业新技术受关注	光通信材料+防务业务扭亏+央企行业原因： 1、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。 2、亚马逊近日宣布与康宁达成多年期数十亿光纤合作协议用于算力中心建设，此前英伟达、微软、Meta等科技巨头已与康宁签署巨额光纤及光连接长协。公司原因： 1、据2026年1月9日互动易，公司自主研发的光通信核心材料GP，具有高消光比等技术优势，已供给光隔离器用户；据2025年12月4日公司官微，公司光纤皮料管通过全流程验证并获200吨订单，可实现批量生产，满足4微米超细光纤生产要求。 2、据2026年4月25日年报，公司防务板块聚焦大型武器系统、精确制导导引头等业务，2025年营业收入同比增长193.69%，净利润实现扭亏为盈。 3、公司控股股东为北方光电集团有限公司，实际控制人为中国兵器工业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	兵工集团唯一光电上市平台，陆军光电武器装备核心供应商；公司光通信核心材料GP是光模块光隔离器中的核心材料	2026-03-02\|19.41\|0.67\|19.60\|19.72\|19.24\|246238;2026-03-03\|18.53\|-4.53\|19.31\|19.41\|18.48\|195640;2026-03-04\|18.82\|1.56\|18.28\|18.92\|18.15\|127412;2026-03-05\|18.96\|0.74\|18.88\|19.30\|18.80\|147980;2026-03-06\|18.60\|-1.90\|18.92\|18.92\|18.40\|103614;2026-03-09\|18.02\|-3.12\|18.50\|18.56\|17.76\|129747;2026-03-10\|18.37\|1.94\|18.10\|18.49\|18.08\|97074;2026-03-11\|18.40\|0.16\|18.50\|18.83\|18.38\|128281;2026-03-12\|17.89\|-2.77\|18.47\|18.49\|17.86\|120499;2026-03-13\|17.21\|-3.80\|17.77\|17.80\|17.17\|117797;2026-03-16\|17.15\|-0.35\|17.12\|17.21\|16.80\|79187;2026-03-17\|16.62\|-3.09\|17.15\|17.24\|16.61\|82188;2026-03-18\|16.31\|-1.87\|16.61\|16.64\|16.05\|116837;2026-03-19\|15.71\|-3.68\|16.06\|16.13\|15.65\|99198;2026-03-20\|15.46\|-1.59\|15.86\|16.03\|15.43\|92915;2026-03-23\|14.42\|-6.73\|15.05\|15.22\|14.32\|123867;2026-03-24\|15.86\|9.99\|14.82\|15.86\|14.54\|178937;2026-03-25\|16.90\|6.56\|16.31\|17.44\|16.31\|405565;2026-03-26\|15.96\|-5.56\|16.53\|16.73\|15.92\|259515;2026-03-27\|16.37\|2.57\|15.70\|16.58\|15.65\|168868;2026-03-30\|16.74\|2.26\|16.20\|17.01\|15.98\|207778;2026-03-31\|18.41\|9.98\|16.41\|18.41\|16.17\|378899;2026-04-01\|19.30\|4.83\|20.25\|20.25\|18.74\|1135818;2026-04-02\|18.46\|-4.35\|18.39\|19.20\|18.18\|791577;2026-04-03\|18.75\|1.57\|18.73\|19.52\|18.48\|660404;2026-04-07\|18.51\|-1.28\|18.56\|19.19\|18.20\|463694;2026-04-08\|18.82\|1.67\|18.82\|19.11\|18.58\|499919;2026-04-09\|19.62\|4.25\|18.40\|19.93\|18.34\|706363;2026-04-10\|20.09\|2.40\|19.45\|21.50\|19.40\|662028;2026-04-13\|21.04\|4.73\|20.49\|21.65\|20.49\|631681;2026-04-14\|20.96\|-0.38\|21.11\|21.45\|20.62\|484988;2026-04-15\|20.29\|-3.20\|21.00\|21.18\|20.25\|335992;2026-04-16\|21.87\|7.79\|20.31\|22.11\|20.31\|497807;2026-04-17\|22.22\|1.60\|21.75\|22.57\|21.60\|430899;2026-04-20\|24.44\|9.99\|22.45\|24.44\|22.45\|373170;2026-04-21\|23.50\|-3.85\|24.20\|24.53\|23.19\|609027;2026-04-22\|25.85\|10.00\|23.50\|25.85\|23.50\|344355;2026-04-23\|25.17\|-2.63\|26.52\|26.59\|24.85\|699499;2026-04-24\|24.13\|-4.13\|24.99\|25.30\|23.90\|489846;2026-04-27\|23.03\|-4.56\|23.15\|23.46\|22.22\|519274;2026-04-28\|22.16\|-3.78\|22.77\|23.33\|22.06\|324190;2026-04-29\|22.53\|1.67\|22.00\|23.30\|21.98\|392004;2026-04-30\|21.87\|-2.93\|22.32\|22.47\|21.66\|292778;2026-05-06\|23.40\|7.00\|22.18\|23.99\|22.18\|451270;2026-05-07\|23.97\|2.44\|23.80\|24.35\|23.15\|446557;2026-05-08\|24.80\|3.46\|23.96\|24.84\|23.25\|438290;2026-05-11\|27.28\|10.00\|26.07\|27.28\|26.05\|340924;2026-05-12\|29.08\|6.60\|29.99\|29.99\|27.83\|865882;2026-05-13\|29.12\|0.14\|28.20\|29.71\|27.65\|629401;2026-05-14\|29.30\|0.62\|29.30\|30.89\|28.80\|602755;2026-05-15\|28.10\|-4.10\|29.68\|30.89\|27.71\|592783;2026-05-18\|27.30\|-2.85\|27.62\|28.24\|26.93\|433927;2026-05-19\|26.99\|-1.14\|27.00\|27.10\|25.96\|322676;2026-05-20\|28.20\|4.48\|26.99\|29.22\|26.91\|503164;2026-05-21\|26.22\|-7.02\|28.16\|28.17\|26.08\|369119;2026-05-22\|26.82\|2.29\|26.88\|27.27\|26.41\|303171;2026-05-25\|26.39\|-1.60\|26.86\|27.20\|25.33\|329052;2026-05-26\|26.50\|0.42\|26.10\|27.41\|25.66\|342742;2026-05-27\|25.27\|-4.64\|26.51\|27.27\|25.19\|313648;2026-05-28\|25.45\|0.71\|25.20\|25.60\|24.25\|310326;2026-05-29\|26.88\|5.62\|25.50\|28.00\|25.44\|602451;2026-06-01\|25.70\|-4.39\|26.71\|27.44\|25.57\|489976;2026-06-02\|26.67\|3.77\|25.67\|27.33\|24.49\|422872;2026-06-03\|26.66\|-0.04\|27.05\|27.85\|26.20\|457421;2026-06-04\|27.15\|1.84\|25.88\|27.69\|25.80\|402425;2026-06-05\|26.60\|-2.03\|26.35\|28.35\|25.73\|479281;2026-06-08\|25.38\|-4.59\|24.49\|27.06\|24.30\|393020;2026-06-09\|26.20\|3.23\|26.15\|27.24\|25.62\|386193;2026-06-10\|25.21\|-3.78\|25.94\|25.94\|24.87\|292966;2026-06-11\|25.72\|2.02\|24.80\|26.51\|24.65\|319732;2026-06-12\|25.05\|-2.60\|26.50\|26.64\|24.87\|373306;2026-06-15\|27.07\|8.06\|25.04\|27.20\|24.65\|438777;2026-06-16\|27.54\|1.74\|27.00\|27.85\|26.80\|407344;2026-06-17\|26.67\|-3.05\|26.82\|27.65\|26.46\|318831;2026-06-18\|28.22\|5.81\|26.63\|28.49\|26.59\|529206;2026-06-22\|27.75\|-1.67\|28.49\|28.60\|26.31\|610285;2026-06-23\|28.75\|3.60\|27.00\|29.40\|25.71\|740468;2026-06-24\|26.52\|-7.76\|28.29\|28.29\|26.01\|595483;2026-06-25\|29.17\|9.99\|25.98\|29.17\|25.44\|526637;2026-06-26\|30.21\|3.57\|28.78\|30.85\|26.80\|827866;2026-06-29\|29.10\|-3.67\|29.70\|31.56\|28.46\|615967;2026-06-30\|32.01\|10.00\|29.79\|32.01\|29.62\|427057;2026-07-01\|31.89\|-0.37\|32.50\|33.55\|30.54\|667969;2026-07-02\|28.70\|-10.00\|30.10\|30.20\|28.70\|409792;2026-07-03\|25.83\|-10.00\|27.35\|27.65\|25.83\|444340;2026-07-06\|23.71\|-8.21\|25.25\|26.00\|23.25\|430361;2026-07-07\|22.90\|-3.42\|23.14\|23.73\|22.51\|225973;2026-07-08\|21.30\|-6.99\|22.90\|23.15\|21.23\|267454;2026-07-09\|22.32\|4.79\|21.50\|22.46\|20.71\|278548
118006		ST摘帽+一季报扭亏+5G通信服务行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月26日互动易，公司已向上海证券交易所提交了撤销其他风险警示的申请，目前处于补充材料阶段；据2026年4月29日公告，董事会已审议通过申请撤销其他风险警示的议案，年审会计师对公司2025年内部控制评价报告出具了标准无保留意见审计报告。 2、据2026年6月26日互动易，公司2026年第一季度实现营业收入10471.93万元，同比增长32.99%，归母净利润673.91万元，同比扭亏为盈。 3、据2025年半年报，公司主营业务为通信技术服务，积极参与5G、千兆光网等领域建设，与三大运营商保持长期稳定合作关系，并拓展智慧城市、智慧校园等新兴市场。	公司一季度净利润673.91万元，同比增长183.03%	2026-03-02\|7.47\|-0.66\|7.52\|7.89\|7.47\|122669;2026-03-03\|7.23\|-3.21\|7.59\|7.68\|7.21\|85352;2026-03-04\|7.17\|-0.83\|7.15\|7.27\|7.05\|62877;2026-03-05\|7.22\|0.70\|7.29\|7.38\|7.14\|53627;2026-03-06\|7.51\|4.02\|7.22\|7.51\|7.18\|43082;2026-03-09\|7.39\|-1.60\|7.35\|7.45\|7.22\|48694;2026-03-10\|7.42\|0.41\|7.50\|7.65\|7.37\|43677;2026-03-11\|7.55\|1.75\|7.42\|7.55\|7.42\|36014;2026-03-12\|7.38\|-2.25\|7.56\|7.80\|7.38\|50892;2026-03-13\|7.42\|0.54\|7.30\|7.43\|7.21\|29065;2026-03-16\|7.39\|-0.40\|7.46\|7.46\|7.20\|25892;2026-03-17\|7.30\|-1.22\|7.33\|7.43\|7.25\|19148;2026-03-18\|7.32\|0.27\|7.30\|7.32\|7.18\|30029;2026-03-19\|7.08\|-3.28\|7.30\|7.30\|6.99\|31931;2026-03-20\|7.09\|0.14\|7.01\|7.23\|6.93\|27106;2026-03-23\|6.74\|-4.94\|7.00\|7.07\|6.74\|30658;2026-03-24\|6.72\|-0.30\|6.78\|6.85\|6.55\|33877;2026-03-25\|6.85\|1.93\|6.73\|6.87\|6.72\|19537;2026-03-26\|6.73\|-1.75\|6.85\|6.98\|6.71\|20354;2026-03-27\|6.77\|0.59\|6.72\|6.82\|6.60\|16997;2026-03-30\|6.82\|0.74\|6.77\|6.82\|6.67\|24756;2026-03-31\|7.16\|4.99\|6.82\|7.16\|6.82\|36366;2026-04-01\|7.30\|1.96\|7.29\|7.48\|7.17\|75772;2026-04-02\|7.19\|-1.51\|7.35\|7.35\|7.16\|25808;2026-04-03\|7.09\|-1.39\|7.20\|7.32\|7.09\|31910;2026-04-07\|7.27\|2.54\|7.27\|7.40\|7.19\|30446;2026-04-08\|7.25\|-0.28\|7.32\|7.36\|7.21\|32175;2026-04-09\|7.16\|-1.24\|7.26\|7.26\|7.09\|23951;2026-04-10\|7.27\|1.54\|7.16\|7.33\|7.13\|28448;2026-04-13\|7.28\|0.14\|7.27\|7.40\|7.22\|28716;2026-04-14\|7.17\|-1.51\|7.28\|7.30\|7.12\|30038;2026-04-15\|7.11\|-0.84\|7.22\|7.24\|7.08\|22961;2026-04-16\|7.12\|0.14\|7.11\|7.14\|7.05\|22878;2026-04-17\|7.16\|0.56\|7.10\|7.16\|7.08\|17442;2026-04-20\|7.18\|0.28\|7.17\|7.24\|7.15\|20038;2026-04-21\|7.03\|-2.09\|7.20\|7.20\|7.03\|42565;2026-04-22\|7.03\|0.00\|7.01\|7.08\|7.00\|23230;2026-04-23\|6.77\|-3.70\|7.03\|7.03\|6.69\|45131;2026-04-24\|7.11\|5.02\|6.76\|7.11\|6.66\|40403;2026-04-27\|7.11\|0.00\|7.17\|7.21\|7.06\|35525;2026-04-28\|7.28\|2.39\|6.95\|7.47\|6.92\|70927;2026-04-29\|7.28\|0.00\|7.35\|7.62\|7.27\|66069;2026-04-30\|7.64\|4.95\|7.35\|7.64\|7.21\|87037;2026-05-06\|8.02\|4.97\|7.80\|8.02\|7.75\|44647;2026-05-07\|8.36\|4.24\|8.39\|8.42\|8.07\|159566;2026-05-08\|8.33\|-0.36\|8.46\|8.55\|8.23\|87906;2026-05-11\|8.75\|5.04\|8.47\|8.75\|8.46\|40704;2026-05-12\|9.19\|5.03\|9.10\|9.19\|9.01\|90119;2026-05-13\|9.65\|5.01\|9.53\|9.65\|9.20\|125665;2026-05-14\|9.59\|-0.62\|9.65\|9.85\|9.35\|120348;2026-05-15\|10.07\|5.01\|10.00\|10.07\|10.00\|67957;2026-05-18\|9.59\|-4.77\|10.07\|10.50\|9.58\|159684;2026-05-19\|9.39\|-2.09\|9.55\|9.80\|9.12\|116585;2026-05-20\|9.66\|2.88\|9.29\|9.75\|9.29\|77339;2026-05-21\|9.42\|-2.48\|9.47\|9.93\|9.42\|64054;2026-05-22\|9.44\|0.21\|9.56\|9.58\|9.35\|36308;2026-05-25\|9.57\|1.38\|9.39\|9.78\|9.39\|57655;2026-05-26\|9.29\|-2.93\|9.59\|9.69\|9.19\|64656;2026-05-27\|9.57\|3.01\|9.28\|9.72\|9.06\|63425;2026-05-28\|9.40\|-1.78\|9.51\|9.73\|9.38\|63173;2026-05-29\|9.34\|-0.64\|9.51\|9.58\|9.27\|39743;2026-06-01\|9.46\|1.28\|9.35\|9.52\|9.23\|34664;2026-06-02\|9.93\|4.97\|9.55\|9.93\|9.38\|98922;2026-06-03\|9.43\|-5.04\|9.94\|9.95\|9.43\|90374;2026-06-04\|8.96\|-4.98\|9.19\|9.40\|8.96\|37526;2026-06-05\|8.51\|-5.02\|8.51\|8.51\|8.51\|19009;2026-06-08\|8.52\|0.12\|8.15\|8.92\|8.15\|79228;2026-06-09\|8.40\|-1.41\|8.46\|8.53\|8.23\|44455;2026-06-10\|8.35\|-0.60\|8.40\|8.56\|8.25\|46475;2026-06-11\|8.22\|-1.56\|8.31\|8.42\|8.08\|33626;2026-06-12\|8.60\|4.62\|8.24\|8.63\|8.24\|51416;2026-06-15\|8.59\|-0.12\|8.50\|8.85\|8.50\|44722;2026-06-16\|8.60\|0.12\|8.55\|8.73\|8.38\|37740;2026-06-17\|8.71\|1.28\|8.58\|8.80\|8.57\|25346;2026-06-18\|8.72\|0.11\|8.71\|8.85\|8.55\|42368;2026-06-22\|8.28\|-5.05\|8.72\|8.73\|8.28\|55483;2026-06-23\|8.25\|-0.36\|8.13\|8.39\|7.99\|54031;2026-06-24\|8.25\|0.00\|8.26\|8.35\|8.10\|35863;2026-06-25\|7.84\|-4.97\|8.25\|8.33\|7.84\|49526;2026-06-26\|7.82\|-0.26\|7.80\|7.97\|7.45\|51383;2026-06-29\|7.80\|-0.26\|7.73\|7.98\|7.46\|43017;2026-06-30\|8.19\|5.00\|7.79\|8.19\|7.72\|60863;2026-07-02\|9.01\|10.01\|8.92\|9.01\|8.54\|161595;2026-07-03\|9.91\|9.99\|9.08\|9.91\|9.08\|144732;2026-07-06\|8.98\|-9.38\|9.90\|10.00\|8.97\|270873;2026-07-07\|8.21\|-8.57\|8.82\|8.89\|8.08\|197268;2026-07-08\|8.05\|-1.95\|8.30\|8.50\|8.01\|116159;2026-07-09\|7.98\|-0.87\|7.99\|8.18\|7.79\|105674
118005		钙钛矿设备+机器人+ST板块+回购行业原因： 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25日年报，公司已构建覆盖钙钛矿单结及叠层电池实验线、中试线及量产线的完整产品体系，核心工艺装备实现批量交付并出口海外，双层钙钛矿真空闪蒸结晶设备及晶硅钙钛矿叠层真空闪蒸结晶设备均实现首台套交付。 2、据2026年4月25日年报，公司自主研发搬运机器人、码垛机器人、包装机器人，且AGV智能送料、RGV智能输送系统已在光伏产线中集成应用。 3、据2026年7月3日异常波动公告，公司股票连续三个交易日收盘价格涨幅偏离值累计超过12%，公司核实经营正常且无应披露未披露事项；据2026年5月14日机构调研，申请撤销其他风险警示需自收到行政处罚决定书之日起满十二个月，目前公司尚未收到正式决定书。 4、据2026年7月2日公告，截至2026年6月30日公司累计回购股份625万股，占总股本1.0034%；据2026年6月27日公告，公司拟每10股派发现金红利0.33元。	公司称对太空光伏进行技术储备	2026-03-02\|14.57\|-1.95\|14.48\|15.09\|14.45\|340294;2026-03-03\|13.85\|-4.94\|14.55\|15.08\|13.84\|387534;2026-03-04\|14.20\|2.53\|13.65\|14.24\|13.61\|261107;2026-03-05\|14.27\|0.49\|14.50\|14.74\|14.19\|207792;2026-03-06\|14.03\|-1.68\|14.27\|14.38\|14.00\|189916;2026-03-09\|13.55\|-3.42\|13.72\|13.72\|13.33\|285924;2026-03-10\|14.14\|4.35\|13.88\|14.18\|13.74\|237241;2026-03-11\|14.24\|0.71\|14.38\|14.55\|14.10\|229402;2026-03-12\|14.04\|-1.40\|14.20\|14.24\|13.81\|163136;2026-03-13\|13.79\|-1.78\|13.85\|14.20\|13.65\|160219;2026-03-16\|13.41\|-2.76\|13.72\|13.79\|13.17\|181494;2026-03-17\|13.13\|-2.09\|13.49\|13.70\|13.11\|170137;2026-03-18\|13.06\|-0.53\|13.13\|13.21\|12.79\|197250;2026-03-19\|12.61\|-3.45\|12.85\|12.96\|12.49\|190325;2026-03-20\|13.05\|3.49\|12.80\|13.24\|12.56\|328625;2026-03-23\|12.70\|-2.68\|12.97\|13.49\|12.58\|426704;2026-03-24\|12.58\|-0.94\|12.98\|13.05\|12.16\|330900;2026-03-25\|12.67\|0.72\|12.55\|12.77\|12.41\|210743;2026-03-26\|12.18\|-3.87\|12.76\|12.79\|12.11\|234211;2026-03-27\|12.22\|0.33\|11.95\|12.33\|11.87\|164774;2026-03-30\|11.88\|-2.78\|12.00\|12.04\|11.80\|179033;2026-03-31\|11.67\|-1.77\|11.87\|12.15\|11.66\|164244;2026-04-01\|12.12\|3.86\|11.88\|12.25\|11.74\|244249;2026-04-02\|11.61\|-4.21\|12.00\|12.00\|11.59\|204592;2026-04-03\|11.03\|-5.00\|11.64\|11.73\|11.03\|248371;2026-04-07\|10.97\|-0.54\|10.96\|11.08\|10.80\|130215;2026-04-08\|11.42\|4.10\|11.22\|11.46\|11.12\|150838;2026-04-09\|11.08\|-2.98\|11.25\|11.29\|11.04\|145781;2026-04-10\|11.20\|1.08\|11.18\|11.35\|11.12\|117161;2026-04-13\|11.51\|2.77\|11.15\|11.64\|11.11\|200561;2026-04-14\|11.44\|-0.61\|11.60\|11.62\|11.32\|150058;2026-04-15\|11.39\|-0.44\|11.50\|11.65\|11.36\|123576;2026-04-16\|11.40\|0.09\|11.38\|11.44\|11.24\|116220;2026-04-17\|11.54\|1.23\|11.40\|11.67\|11.38\|151863;2026-04-20\|11.54\|0.00\|11.54\|11.65\|11.36\|147824;2026-04-21\|11.72\|1.56\|11.53\|11.89\|11.53\|133286;2026-04-22\|11.39\|-2.82\|11.66\|11.66\|11.31\|171279;2026-04-23\|10.94\|-3.95\|11.37\|11.37\|10.82\|195853;2026-04-24\|10.47\|-4.30\|10.85\|11.00\|10.39\|237558;2026-04-27\|10.75\|2.67\|10.47\|10.76\|10.09\|184092;2026-04-28\|10.30\|-4.19\|10.73\|10.74\|10.28\|132722;2026-04-29\|10.39\|0.87\|10.28\|10.48\|10.20\|89460;2026-04-30\|10.30\|-0.87\|10.41\|10.46\|10.24\|92204;2026-05-06\|10.29\|-0.10\|10.36\|10.43\|10.26\|115230;2026-05-07\|10.54\|2.43\|10.31\|10.67\|10.31\|138362;2026-05-08\|10.71\|1.61\|10.43\|10.78\|10.42\|123812;2026-05-11\|10.51\|-1.87\|10.62\|10.72\|10.51\|161997;2026-05-12\|10.67\|1.52\|10.71\|10.86\|10.61\|160553;2026-05-13\|10.87\|1.87\|10.75\|10.98\|10.70\|157348;2026-05-14\|10.56\|-2.85\|10.84\|10.94\|10.56\|146040;2026-05-15\|10.04\|-4.92\|10.56\|10.59\|10.03\|237677;2026-05-18\|9.54\|-4.98\|9.85\|9.86\|9.54\|213803;2026-05-19\|10.02\|5.03\|9.50\|10.02\|9.44\|161951;2026-05-20\|10.07\|0.50\|10.18\|10.48\|10.00\|156785;2026-05-21\|9.68\|-3.87\|10.01\|10.15\|9.61\|134991;2026-05-22\|9.86\|1.86\|9.70\|9.89\|9.66\|79328;2026-05-25\|9.75\|-1.12\|10.10\|10.10\|9.66\|88939;2026-05-26\|9.45\|-3.08\|9.69\|9.69\|9.32\|116137;2026-05-27\|9.20\|-2.65\|9.45\|9.65\|9.15\|130950;2026-05-28\|8.98\|-2.39\|9.10\|9.16\|8.82\|172468;2026-05-29\|8.75\|-2.56\|9.04\|9.08\|8.71\|141166;2026-06-01\|8.95\|2.29\|8.76\|9.06\|8.76\|95691;2026-06-02\|9.06\|1.23\|9.05\|9.19\|9.02\|104036;2026-06-03\|8.80\|-2.87\|8.99\|9.07\|8.78\|114457;2026-06-04\|9.24\|5.00\|8.75\|9.24\|8.50\|213132;2026-06-05\|9.56\|3.46\|9.24\|9.70\|9.08\|234015;2026-06-08\|9.75\|1.99\|9.20\|9.88\|9.08\|196962;2026-06-09\|9.70\|-0.51\|9.62\|10.05\|9.61\|144184;2026-06-10\|9.30\|-4.12\|9.51\|9.61\|9.22\|119979;2026-06-11\|8.94\|-3.87\|9.28\|9.28\|8.90\|90782;2026-06-12\|9.03\|1.01\|9.02\|9.22\|8.95\|73858;2026-06-15\|9.05\|0.22\|8.99\|9.16\|8.99\|62213;2026-06-16\|9.09\|0.44\|9.04\|9.20\|8.89\|85202;2026-06-17\|8.99\|-1.10\|9.09\|9.28\|8.96\|78444;2026-06-18\|8.65\|-3.78\|8.89\|8.90\|8.62\|113023;2026-06-22\|8.25\|-4.62\|8.54\|8.54\|8.22\|171974;2026-06-23\|8.20\|-0.61\|8.18\|8.36\|8.11\|100008;2026-06-24\|7.79\|-5.00\|8.15\|8.15\|7.79\|144133;2026-06-25\|7.40\|-5.01\|7.79\|7.79\|7.40\|198671;2026-06-26\|7.44\|0.54\|7.30\|7.48\|7.16\|164676;2026-06-29\|7.19\|-3.36\|7.38\|7.42\|7.11\|120217;2026-06-30\|7.55\|5.01\|7.16\|7.55\|7.16\|117759;2026-07-01\|7.66\|1.46\|7.76\|7.84\|7.51\|146986;2026-07-02\|8.04\|4.96\|7.70\|8.04\|7.70\|144264;2026-07-03\|8.41\|4.99\|8.04\|8.41\|7.88\|173082;2026-07-06\|7.98\|-5.11\|8.35\|8.48\|7.97\|139020;2026-07-07\|7.66\|-4.01\|7.88\|8.05\|7.63\|122521;2026-07-08\|7.91\|3.26\|7.67\|8.08\|7.57\|106944;2026-07-09\|7.71\|-2.53\|7.86\|7.91\|7.66\|87558
118004		涨停揭秘：AI芯片+阿里云合作+数字货币矿机参股概念共振；涨停缘由：参股亿邦股份涉足AI芯片及软件开发受益国产算力产业链扩张、与阿里云合作推进城市大脑项目落地政务AI订单有望放量、银江云数据中心解决方案具备边缘AI部署能力、ST板块估值修复行情启动；资金逻辑：ST板块整体活跃多只个股连续涨停、该股融资余额低位企稳7月1日融资净买入超300万元、游资接力明显龙虎榜显示三家营业部合计买入占比超40%；风险提示：主业持续亏损摘帽进展不明朗、参股公司业绩波动大投资收益不确定性高、与阿里云合作项目尚未形成稳定收入来源。	1、公司参股全球前三大数字货币矿机生产商亿邦股份，标的产品包括“翼比特”品牌矿机，积极拓展人工智能芯片及软件产品； 2、与阿里云将在智慧交通及城市大脑领域展开基于阿里云计算平台、云产品及业务的多方面密切合作；拥有银江云数据中心解决方案	2026-03-02\|4.83\|-0.62\|4.83\|4.93\|4.76\|185054;2026-03-03\|4.50\|-6.83\|4.81\|4.86\|4.48\|278739;2026-03-04\|4.56\|1.33\|4.52\|4.66\|4.49\|164297;2026-03-05\|4.68\|2.63\|4.64\|4.73\|4.64\|171474;2026-03-06\|4.65\|-0.64\|4.68\|4.75\|4.64\|133301;2026-03-09\|4.64\|-0.22\|4.60\|4.65\|4.54\|157886;2026-03-10\|4.82\|3.88\|4.68\|4.83\|4.68\|171104;2026-03-11\|4.79\|-0.62\|4.85\|4.94\|4.74\|160173;2026-03-12\|4.66\|-2.71\|4.81\|4.81\|4.66\|131736;2026-03-13\|4.69\|0.64\|4.66\|4.74\|4.61\|88121;2026-03-16\|4.66\|-0.64\|4.67\|4.72\|4.61\|101778;2026-03-17\|4.54\|-2.58\|4.69\|4.69\|4.53\|129086;2026-03-18\|4.56\|0.44\|4.52\|4.59\|4.42\|149484;2026-03-19\|4.43\|-2.85\|4.52\|4.53\|4.39\|146379;2026-03-20\|4.32\|-2.48\|4.44\|4.47\|4.30\|136638;2026-03-23\|4.07\|-5.79\|4.25\|4.26\|4.02\|185550;2026-03-24\|4.16\|2.21\|4.16\|4.17\|4.05\|139589;2026-03-25\|4.26\|2.40\|4.19\|4.27\|4.19\|108540;2026-03-26\|4.19\|-1.64\|4.26\|4.31\|4.16\|99854;2026-03-27\|4.23\|0.95\|4.12\|4.25\|4.10\|94507;2026-03-30\|4.26\|0.71\|4.16\|4.27\|4.13\|116744;2026-03-31\|4.18\|-1.88\|4.28\|4.38\|4.17\|182689;2026-04-01\|4.09\|-2.15\|4.24\|4.25\|4.05\|211888;2026-04-02\|4.11\|0.49\|4.05\|4.12\|3.98\|171250;2026-04-03\|3.60\|-12.41\|3.91\|3.97\|3.59\|410984;2026-04-07\|3.47\|-3.61\|3.57\|3.58\|3.44\|265703;2026-04-08\|3.59\|3.46\|3.53\|3.63\|3.53\|188388;2026-04-09\|3.49\|-2.79\|3.56\|3.62\|3.46\|140288;2026-04-10\|3.47\|-0.57\|3.50\|3.56\|3.45\|111746;2026-04-13\|3.54\|2.02\|3.46\|3.62\|3.45\|146193;2026-04-14\|3.52\|-0.56\|3.56\|3.59\|3.47\|127612;2026-04-15\|3.68\|4.55\|3.50\|3.78\|3.43\|262698;2026-04-16\|3.68\|0.00\|3.68\|3.78\|3.66\|205156;2026-04-17\|3.84\|4.35\|3.70\|3.87\|3.67\|225487;2026-04-20\|3.75\|-2.34\|3.80\|3.85\|3.73\|168277;2026-04-21\|3.73\|-0.53\|3.70\|3.79\|3.67\|98837;2026-04-22\|3.69\|-1.07\|3.70\|3.75\|3.67\|105596;2026-04-23\|3.57\|-3.25\|3.69\|3.70\|3.54\|125612;2026-04-24\|3.60\|0.84\|3.60\|3.74\|3.57\|161662;2026-04-27\|3.53\|-1.94\|3.53\|3.57\|3.48\|131581;2026-04-28\|3.46\|-1.98\|3.54\|3.54\|3.46\|94991;2026-04-29\|3.51\|1.45\|3.46\|3.52\|3.45\|82362;2026-04-30\|3.52\|0.28\|3.49\|3.53\|3.47\|86384;2026-05-06\|3.47\|-1.42\|3.48\|3.52\|3.44\|148981;2026-05-07\|3.37\|-2.88\|3.47\|3.49\|3.34\|222395;2026-05-08\|3.39\|0.59\|3.37\|3.40\|3.34\|147651;2026-05-11\|3.35\|-1.18\|3.39\|3.41\|3.34\|143138;2026-05-12\|3.26\|-2.69\|3.36\|3.38\|3.21\|202803;2026-05-13\|3.51\|7.67\|3.26\|3.55\|3.18\|343168;2026-05-14\|3.52\|0.28\|3.46\|3.64\|3.42\|280686;2026-05-15\|3.49\|-0.85\|3.52\|3.60\|3.47\|146683;2026-05-18\|3.43\|-1.72\|3.44\|3.47\|3.35\|90538;2026-05-19\|3.44\|0.29\|3.46\|3.54\|3.42\|109761;2026-05-20\|3.34\|-2.91\|3.44\|3.44\|3.33\|102562;2026-05-21\|3.28\|-1.80\|3.36\|3.37\|3.25\|96674;2026-05-22\|3.34\|1.83\|3.31\|3.38\|3.23\|81923;2026-05-25\|3.33\|-0.30\|3.35\|3.36\|3.26\|86423;2026-05-26\|3.27\|-1.80\|3.31\|3.33\|3.23\|85926;2026-05-27\|3.19\|-2.45\|3.24\|3.28\|3.18\|78617;2026-05-28\|3.35\|5.02\|3.18\|3.44\|3.16\|143511;2026-05-29\|3.31\|-1.19\|3.35\|3.43\|3.28\|105324;2026-06-01\|3.57\|7.86\|3.35\|3.65\|3.34\|266101;2026-06-02\|3.63\|1.68\|3.61\|3.67\|3.53\|191232;2026-06-03\|3.54\|-2.48\|3.66\|3.77\|3.53\|210356;2026-06-04\|3.48\|-1.69\|3.53\|3.60\|3.45\|102184;2026-06-05\|3.64\|4.60\|3.49\|3.68\|3.45\|153893;2026-06-08\|3.66\|0.55\|3.55\|3.76\|3.48\|144912;2026-06-09\|3.67\|0.27\|3.63\|3.71\|3.61\|80781;2026-06-10\|3.50\|-4.63\|3.67\|3.67\|3.49\|95180;2026-06-11\|3.39\|-3.14\|3.46\|3.55\|3.35\|81711;2026-06-12\|3.53\|4.13\|3.43\|3.60\|3.39\|86929;2026-06-15\|3.54\|0.28\|3.50\|3.63\|3.50\|72431;2026-06-16\|3.50\|-1.13\|3.55\|3.56\|3.46\|71509;2026-06-17\|3.36\|-4.00\|3.47\|3.51\|3.34\|118610;2026-06-18\|3.30\|-1.79\|3.35\|3.36\|3.29\|71945;2026-06-22\|3.26\|-1.21\|3.30\|3.32\|3.16\|130134;2026-06-23\|3.25\|-0.31\|3.23\|3.36\|3.23\|71424;2026-06-24\|3.18\|-2.15\|3.23\|3.26\|3.17\|74292;2026-06-25\|3.00\|-5.66\|3.18\|3.20\|3.00\|158409;2026-06-26\|2.94\|-2.00\|2.97\|3.01\|2.88\|119943;2026-06-29\|2.85\|-3.06\|2.98\|2.98\|2.81\|105535;2026-06-30\|3.42\|20.00\|2.85\|3.42\|2.85\|331562;2026-07-01\|3.47\|1.46\|3.53\|3.66\|3.38\|406207;2026-07-02\|3.93\|13.26\|3.49\|3.99\|3.42\|460089;2026-07-03\|3.80\|-3.31\|3.92\|4.20\|3.71\|516423;2026-07-06\|3.52\|-7.37\|3.80\|3.80\|3.43\|342554;2026-07-07\|3.46\|-1.70\|3.60\|3.64\|3.43\|152670;2026-07-08\|3.57\|3.18\|3.46\|3.64\|3.43\|190656;2026-07-09\|3.49\|-2.24\|3.53\|3.55\|3.41\|139563
118003		中标8.82亿元+水利建设+国企改革 1、据2026年6月24日公告，公司签署了“中联金地贺州数字智慧农业产业园项目EPC总承包二标段”重大合同；另据2026年6月26日公告，公司参与的联合体中标“乐平市农产品智慧仓储和物流设施建设项目”，中标金额为8.82亿元。 2、据2025年年度报告，公司是国内最早专业从事海堤工程建设的公司之一，主营业务覆盖水利、市政、房建等建设领域，在堤防工程建设细分市场处于领先地位，拥有国家级工法3项、省部级工法52项及发明专利55项。 3、据2025年年度报告，公司控股股东为宁波舜农集团有限公司，实际控制人为余姚市国有资产管理中心。	公司签署6.54亿元重大合同	2026-03-02\|5.06\|0.20\|5.01\|5.25\|4.98\|168428;2026-03-03\|4.88\|-3.56\|5.05\|5.13\|4.81\|168219;2026-03-04\|4.87\|-0.20\|4.84\|4.96\|4.79\|129555;2026-03-05\|4.82\|-1.03\|4.95\|4.95\|4.81\|122937;2026-03-06\|4.87\|1.04\|4.82\|4.95\|4.78\|101278;2026-03-09\|4.99\|2.46\|4.91\|5.05\|4.79\|110556;2026-03-10\|5.00\|0.20\|4.99\|5.08\|4.96\|72024;2026-03-11\|5.01\|0.20\|5.06\|5.06\|4.94\|89836;2026-03-12\|5.13\|2.40\|5.03\|5.20\|5.00\|127834;2026-03-13\|5.06\|-1.36\|5.12\|5.20\|5.04\|120909;2026-03-16\|5.01\|-0.99\|5.09\|5.09\|4.97\|101414;2026-03-17\|5.07\|1.20\|5.01\|5.18\|5.00\|109991;2026-03-18\|5.18\|2.17\|5.07\|5.19\|5.07\|97678;2026-03-19\|5.03\|-2.90\|5.18\|5.20\|5.01\|123678;2026-03-20\|4.97\|-1.19\|5.05\|5.09\|4.97\|91570;2026-03-23\|4.72\|-5.03\|4.90\|4.90\|4.72\|128955;2026-03-24\|4.70\|-0.42\|4.72\|4.75\|4.50\|135033;2026-03-25\|4.79\|1.91\|4.74\|4.79\|4.69\|64886;2026-03-26\|4.67\|-2.51\|4.79\|4.83\|4.67\|60153;2026-03-27\|4.75\|1.71\|4.58\|4.77\|4.58\|56273;2026-03-30\|4.77\|0.42\|4.73\|4.79\|4.70\|56513;2026-03-31\|4.68\|-1.89\|4.73\|4.80\|4.67\|53420;2026-04-01\|4.66\|-0.43\|4.73\|4.75\|4.61\|67518;2026-04-02\|4.60\|-1.29\|4.74\|4.74\|4.54\|84189;2026-04-03\|4.52\|-1.74\|4.60\|4.64\|4.47\|75889;2026-04-07\|4.58\|1.33\|4.55\|4.60\|4.49\|65804;2026-04-08\|4.70\|2.62\|4.61\|4.72\|4.61\|89361;2026-04-09\|4.78\|1.70\|4.68\|4.83\|4.63\|77166;2026-04-10\|4.74\|-0.84\|4.81\|4.87\|4.72\|91811;2026-04-13\|4.77\|0.63\|4.72\|4.82\|4.72\|58810;2026-04-14\|4.82\|1.05\|4.77\|4.83\|4.74\|59610;2026-04-15\|4.87\|1.04\|4.84\|4.89\|4.80\|62764;2026-04-16\|4.87\|0.00\|4.88\|4.91\|4.83\|56609;2026-04-17\|5.07\|4.11\|4.90\|5.08\|4.89\|131433;2026-04-20\|5.08\|0.20\|5.16\|5.20\|5.03\|98103;2026-04-21\|4.83\|-4.92\|5.03\|5.03\|4.83\|169226;2026-04-22\|4.83\|0.00\|4.79\|4.88\|4.75\|84620;2026-04-23\|4.68\|-3.11\|4.83\|4.84\|4.67\|93434;2026-04-24\|4.75\|1.50\|4.69\|4.79\|4.63\|73943;2026-04-27\|4.72\|-0.63\|4.78\|4.78\|4.66\|66090;2026-04-28\|4.69\|-0.64\|4.70\|4.75\|4.67\|52470;2026-04-29\|4.76\|1.49\|4.63\|4.78\|4.56\|80194;2026-04-30\|4.71\|-1.05\|4.79\|4.79\|4.67\|67914;2026-05-06\|4.72\|0.21\|4.70\|4.75\|4.68\|67022;2026-05-07\|4.69\|-0.64\|4.71\|4.73\|4.65\|55602;2026-05-08\|4.71\|0.43\|4.70\|4.71\|4.64\|71805;2026-05-11\|4.69\|-0.42\|4.71\|4.73\|4.65\|76648;2026-05-12\|4.65\|-0.85\|4.68\|4.72\|4.64\|63543;2026-05-13\|4.57\|-1.72\|4.66\|4.67\|4.54\|93087;2026-05-14\|4.47\|-2.19\|4.57\|4.66\|4.47\|77753;2026-05-15\|4.52\|1.12\|4.47\|4.60\|4.43\|63092;2026-05-18\|4.43\|-1.99\|4.53\|4.53\|4.40\|53946;2026-05-19\|4.44\|0.23\|4.46\|4.47\|4.24\|89294;2026-05-20\|4.34\|-2.25\|4.42\|4.42\|4.31\|51015;2026-05-21\|4.24\|-2.30\|4.35\|4.47\|4.24\|88046;2026-05-22\|4.22\|-0.47\|4.28\|4.28\|4.18\|79664;2026-05-25\|4.27\|1.18\|4.23\|4.37\|4.15\|93922;2026-05-26\|4.39\|2.81\|4.28\|4.48\|4.16\|138068;2026-05-27\|4.40\|0.23\|4.40\|4.50\|4.33\|76935;2026-05-28\|4.45\|1.14\|4.37\|4.49\|4.37\|38211;2026-05-29\|4.42\|-0.67\|4.46\|4.47\|4.38\|38705;2026-06-01\|4.34\|-1.81\|4.44\|4.44\|4.33\|31286;2026-06-02\|4.28\|-1.38\|4.33\|4.33\|4.26\|36223;2026-06-03\|4.07\|-4.91\|4.28\|4.28\|4.07\|121572;2026-06-04\|4.06\|-0.25\|4.06\|4.12\|3.87\|140964;2026-06-05\|3.98\|-1.97\|4.06\|4.13\|3.98\|47123;2026-06-08\|3.84\|-3.52\|3.90\|3.96\|3.79\|74364;2026-06-09\|3.78\|-1.56\|3.86\|3.90\|3.77\|41650;2026-06-10\|3.75\|-0.79\|3.80\|3.80\|3.70\|32738;2026-06-11\|3.94\|5.07\|3.77\|3.94\|3.70\|91894;2026-06-12\|3.90\|-1.02\|3.96\|4.10\|3.87\|69291;2026-06-15\|3.92\|0.51\|3.92\|3.98\|3.86\|45642;2026-06-16\|3.82\|-2.55\|3.92\|3.92\|3.77\|55972;2026-06-17\|3.66\|-4.19\|3.82\|3.82\|3.63\|67982;2026-06-18\|3.55\|-3.01\|3.69\|3.69\|3.51\|89453;2026-06-22\|3.43\|-3.38\|3.49\|3.55\|3.37\|110846;2026-06-23\|3.49\|1.75\|3.46\|3.60\|3.40\|93473;2026-06-24\|3.56\|2.01\|3.44\|3.62\|3.42\|59685;2026-06-25\|3.40\|-4.49\|3.57\|3.57\|3.38\|71403;2026-06-26\|3.50\|2.94\|3.56\|3.56\|3.41\|85953;2026-06-29\|3.50\|0.00\|3.47\|3.61\|3.37\|61917;2026-06-30\|3.68\|5.14\|3.49\|3.68\|3.45\|63226;2026-07-01\|3.86\|4.89\|3.77\|3.86\|3.72\|103472;2026-07-02\|4.05\|4.92\|3.80\|4.05\|3.80\|88805;2026-07-03\|4.04\|-0.25\|4.10\|4.16\|3.92\|100015;2026-07-06\|3.82\|-5.45\|4.09\|4.16\|3.82\|64890;2026-07-07\|3.73\|-2.36\|3.83\|3.88\|3.70\|44215;2026-07-08\|3.67\|-1.61\|3.72\|3.78\|3.61\|47795;2026-07-09\|3.69\|0.54\|3.62\|3.75\|3.60\|39867

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