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
62738	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	机器人+光伏+新能源电池+市政基建行业原因： 1、据5月26日工信微报消息，《光伏组件安全要求》和《光伏组件铭牌标识要求》两项强制性国家标准，于2026年5月25日正式发布，将对规范光伏行业竞争秩序、推动产业升级发展起到重要作用。 2、储能板块活跃，光伏板块随之走强。公司原因： 1、据2026年5月19日投资者关系活动记录表，公司已投资四足机器人公司镜识科技和人形机器人公司矩阵超智，在其承建的隧道项目已有四足机器狗开展巡检、测量工作，且与矩阵超智合资的宁波星际动力研发团队规模约40人。 2、据2026年4月24日2025年年度报告，公司子公司青海宏润新能源投资有限公司80兆瓦光伏并网电站正常运营，2025年度完成发电量11,869万度，并构建了光伏和储能电站EPC业务的垂直一体化产业链。 3、据2026年4月24日2025年年度报告及2026年5月28日投资者关系活动记录表，公司在安徽宣城产业园启动建设超高功率圆柱电池及低空经济电芯示范项目，基于储能业务将产能延伸至高功率电池和高性能电芯制造。 4、公司是国内首家进行城市轨道交通地下盾构施工的民营企业，主营市政路桥、轨道交通等基建业务，具备高新技术企业资格。	全资子公司宏润科技与镜识科技签约，双方将依托各自在产业与机器人领域的领先优势，携手推动具身智能技术的发展	2026-03-13\|8.33\|-4.36\|8.64\|8.65\|8.32\|212973;2026-03-16\|8.30\|-0.36\|8.25\|8.32\|8.16\|148403;2026-03-17\|7.95\|-4.22\|8.29\|8.31\|7.95\|180118;2026-03-18\|8.26\|3.90\|7.99\|8.45\|7.99\|295411;2026-03-19\|7.91\|-4.24\|8.16\|8.16\|7.81\|186865;2026-03-20\|7.63\|-3.54\|7.89\|7.95\|7.62\|166735;2026-03-23\|7.04\|-7.73\|7.50\|7.52\|6.89\|395407;2026-03-24\|7.41\|5.26\|7.27\|7.44\|7.21\|339298;2026-03-25\|7.52\|1.48\|7.45\|7.61\|7.34\|193155;2026-03-26\|7.26\|-3.46\|7.49\|7.50\|7.19\|142175;2026-03-27\|7.36\|1.38\|7.15\|7.42\|7.10\|113885;2026-03-30\|7.43\|0.95\|7.19\|7.68\|7.13\|239329;2026-03-31\|7.43\|0.00\|7.53\|7.80\|7.43\|175794;2026-04-01\|7.53\|1.35\|7.58\|7.60\|7.40\|137637;2026-04-02\|7.32\|-2.79\|7.53\|7.53\|7.29\|95302;2026-04-03\|7.17\|-2.05\|7.33\|7.39\|7.15\|90638;2026-04-07\|7.13\|-0.56\|7.28\|7.28\|7.06\|110481;2026-04-08\|7.52\|5.47\|7.22\|7.52\|7.20\|209989;2026-04-09\|7.31\|-2.79\|7.47\|7.48\|7.24\|139353;2026-04-10\|7.31\|0.00\|7.39\|7.58\|7.29\|145183;2026-04-13\|7.17\|-1.92\|7.20\|7.28\|7.12\|150005;2026-04-14\|7.28\|1.53\|7.28\|7.29\|7.17\|140815;2026-04-15\|7.32\|0.55\|7.35\|7.41\|7.23\|172758;2026-04-16\|8.05\|9.97\|7.31\|8.05\|7.27\|270844;2026-04-17\|8.48\|5.34\|8.05\|8.60\|7.87\|900074;2026-04-20\|9.00\|6.13\|8.48\|9.15\|8.31\|768848;2026-04-21\|9.09\|1.00\|9.05\|9.24\|8.96\|564273;2026-04-22\|9.40\|3.41\|9.03\|9.57\|8.90\|593227;2026-04-23\|9.23\|-1.81\|9.40\|9.48\|9.12\|329976;2026-04-24\|8.92\|-3.36\|9.32\|9.32\|8.89\|292569;2026-04-27\|8.71\|-2.35\|8.92\|8.93\|8.63\|261633;2026-04-28\|8.83\|1.38\|8.71\|9.20\|8.61\|306019;2026-04-29\|8.95\|1.36\|8.80\|8.99\|8.60\|233418;2026-04-30\|8.85\|-1.12\|8.82\|9.13\|8.61\|378844;2026-05-06\|9.45\|6.78\|8.96\|9.54\|8.85\|438956;2026-05-07\|9.64\|2.01\|9.48\|9.88\|9.44\|423254;2026-05-08\|9.90\|2.70\|9.61\|10.13\|9.61\|545378;2026-05-11\|10.03\|1.31\|10.19\|10.58\|9.97\|656101;2026-05-12\|9.81\|-2.19\|10.04\|10.17\|9.71\|399530;2026-05-13\|9.80\|-0.10\|9.80\|10.09\|9.68\|327746;2026-05-14\|9.66\|-1.43\|9.81\|10.00\|9.63\|224783;2026-05-15\|9.75\|0.93\|9.65\|10.02\|9.40\|343512;2026-05-18\|9.70\|-0.51\|9.70\|9.99\|9.63\|233640;2026-05-19\|9.78\|0.82\|9.62\|9.80\|9.38\|246603;2026-05-20\|9.74\|-0.41\|9.75\|9.88\|9.38\|253266;2026-05-21\|9.61\|-1.33\|9.76\|10.04\|9.61\|444396;2026-05-22\|9.50\|-1.14\|9.60\|9.84\|9.47\|267524;2026-05-25\|9.00\|-5.26\|9.66\|9.74\|8.81\|466795;2026-05-26\|8.76\|-2.67\|8.85\|8.98\|8.36\|354544;2026-05-27\|8.34\|-4.79\|8.70\|8.70\|8.27\|227005;2026-05-28\|8.71\|4.44\|8.37\|8.77\|8.27\|276820;2026-05-29\|8.15\|-5.34\|8.69\|8.69\|8.08\|234665;2026-06-01\|8.97\|10.06\|8.06\|8.97\|8.06\|480699;2026-06-02\|8.54\|-4.79\|8.98\|9.13\|8.31\|493312;2026-06-03\|8.19\|-4.10\|8.46\|8.46\|8.08\|291353;2026-06-04\|8.00\|-2.32\|8.23\|8.50\|7.97\|247920;2026-06-05\|7.79\|-2.62\|8.00\|8.00\|7.70\|222530;2026-06-08\|7.59\|-2.57\|7.63\|7.97\|7.45\|215281;2026-06-09\|7.85\|3.43\|7.68\|7.92\|7.59\|177748;2026-06-10\|8.06\|2.68\|7.78\|8.18\|7.71\|213772;2026-06-11\|7.86\|-2.48\|8.03\|8.03\|7.72\|144407;2026-06-12\|7.77\|-1.15\|7.90\|7.98\|7.71\|119378;2026-06-15\|7.95\|2.32\|7.86\|8.02\|7.81\|151661;2026-06-16\|8.09\|1.76\|8.02\|8.19\|7.87\|173998;2026-06-17\|7.98\|-1.36\|8.14\|8.15\|7.92\|142088;2026-06-18\|8.01\|0.38\|7.99\|8.35\|7.95\|248821;2026-06-22\|7.70\|-3.87\|7.95\|7.95\|7.56\|213492;2026-06-23\|7.45\|-3.25\|7.71\|7.74\|7.38\|163525;2026-06-24\|7.71\|3.49\|7.42\|7.77\|7.36\|194355;2026-06-25\|7.90\|2.46\|7.71\|8.22\|7.57\|268564;2026-06-26\|7.50\|-5.06\|7.91\|7.94\|7.50\|188243;2026-06-29\|7.15\|-4.67\|7.51\|7.74\|7.10\|233851;2026-06-30\|7.16\|0.14\|7.10\|7.27\|7.00\|171871;2026-07-01\|7.46\|4.19\|7.22\|7.64\|7.07\|285463;2026-07-02\|7.90\|5.90\|7.47\|8.14\|7.36\|369129;2026-07-03\|7.56\|-4.30\|7.91\|7.95\|7.52\|239426;2026-07-06\|7.44\|-1.59\|7.57\|7.77\|7.39\|171734;2026-07-07\|7.25\|-2.55\|7.41\|7.70\|7.18\|185471;2026-07-08\|7.27\|0.28\|7.25\|7.43\|7.16\|137006;2026-07-09\|7.26\|-0.14\|7.25\|7.27\|6.98\|163600;2026-07-10\|7.54\|3.86\|7.26\|7.70\|7.24\|213015;2026-07-13\|6.92\|-8.22\|7.55\|7.56\|6.87\|240394;2026-07-14\|6.87\|-0.72\|6.86\|7.00\|6.52\|164883;2026-07-15\|7.56\|10.04\|6.89\|7.56\|6.89\|386781;2026-07-16\|7.45\|-1.46\|7.56\|7.79\|7.40\|317259;2026-07-17\|7.02\|-5.77\|7.60\|7.65\|6.80\|275299;2026-07-20\|6.88\|-1.99\|7.08\|7.20\|6.76\|189420;2026-07-21\|7.14\|3.78\|6.82\|7.21\|6.51\|191588;2026-07-22\|7.01\|-1.82\|7.02\|7.11\|6.83\|152096
62737	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	无人环卫+智慧环卫+新能源装备 1、据2025年11月3日机构调研，公司近期连续中标多个亿元级项目，无人驾驶环卫设备订单量较上半年显著增长，政府招标已将“无人驾驶”“智慧环卫”设为重要加分项。 2、据2025年10月23日互动易，公司无人环卫设备2025年下半年起正式对外销售，以社区外围非机动道路、公园等试点切入，逐步渗透小区内部。 3、据2025年4月25日年报，公司主营“环卫投资运营管理服务+装备制造”，2024年已与北航合肥研究院共建联合实验室，多款无人扫路机已在新站高新区等地小规模商业化运营。	公司在环卫智能装备领域产品包含环卫机器人等	2026-03-13\|24.86\|-1.70\|25.61\|25.69\|24.78\|27769;2026-03-16\|24.86\|0.00\|24.76\|24.96\|24.38\|26385;2026-03-17\|24.13\|-2.94\|24.87\|24.97\|24.10\|25172;2026-03-18\|24.31\|0.75\|24.14\|24.37\|23.94\|24413;2026-03-19\|23.97\|-1.40\|24.21\|24.45\|23.89\|20325;2026-03-20\|23.55\|-1.75\|23.97\|24.44\|23.51\|21392;2026-03-23\|21.80\|-7.43\|23.12\|23.29\|21.70\|37090;2026-03-24\|23.19\|6.38\|22.24\|23.25\|22.24\|34959;2026-03-25\|23.51\|1.38\|23.26\|23.71\|23.20\|19705;2026-03-26\|23.20\|-1.32\|23.55\|23.75\|23.00\|22654;2026-03-27\|23.55\|1.51\|22.87\|23.69\|22.87\|17807;2026-03-30\|25.08\|6.50\|24.08\|25.10\|23.24\|40717;2026-03-31\|25.17\|0.36\|25.02\|25.43\|24.87\|41587;2026-04-01\|25.62\|1.79\|25.43\|25.67\|25.18\|29384;2026-04-02\|25.38\|-0.94\|25.60\|26.15\|25.18\|32442;2026-04-03\|24.88\|-1.97\|26.08\|26.08\|24.65\|21238;2026-04-07\|25.17\|1.17\|24.90\|25.84\|24.75\|33949;2026-04-08\|25.68\|2.03\|25.29\|25.93\|25.29\|25155;2026-04-09\|25.10\|-2.26\|25.51\|25.84\|25.00\|20874;2026-04-10\|25.26\|0.64\|25.11\|25.77\|25.10\|25168;2026-04-13\|24.83\|-1.70\|25.12\|25.19\|24.65\|17112;2026-04-14\|25.35\|2.09\|24.99\|25.44\|24.85\|23357;2026-04-15\|25.20\|-0.59\|25.40\|25.90\|25.16\|15974;2026-04-16\|27.72\|10.00\|25.19\|27.72\|25.02\|52520;2026-04-17\|27.99\|0.97\|28.02\|28.33\|27.41\|73419;2026-04-20\|28.41\|1.50\|28.26\|28.76\|27.88\|54969;2026-04-21\|27.73\|-2.39\|28.68\|28.68\|27.41\|43310;2026-04-22\|28.03\|1.08\|27.49\|28.29\|27.49\|33401;2026-04-23\|27.92\|-0.39\|28.03\|28.60\|27.75\|24870;2026-04-24\|27.44\|-1.72\|28.30\|28.38\|27.18\|33794;2026-04-27\|27.74\|1.09\|27.60\|28.50\|27.37\|27997;2026-04-28\|26.90\|-3.03\|27.74\|27.74\|26.80\|24305;2026-04-29\|26.98\|0.30\|26.82\|27.27\|26.63\|22815;2026-04-30\|26.90\|-0.30\|26.91\|27.28\|26.75\|17620;2026-05-06\|27.63\|2.71\|26.90\|28.45\|26.89\|32015;2026-05-07\|27.85\|0.80\|27.68\|28.23\|27.05\|28069;2026-05-08\|28.24\|1.40\|27.77\|28.56\|27.60\|25399;2026-05-11\|28.53\|1.03\|28.24\|28.66\|28.02\|32952;2026-05-12\|28.70\|0.60\|28.56\|29.50\|28.01\|51027;2026-05-13\|28.32\|-1.32\|28.57\|28.81\|28.03\|47941;2026-05-14\|25.92\|-8.47\|28.47\|28.47\|25.89\|77182;2026-05-15\|26.02\|0.39\|26.32\|27.88\|25.92\|53966;2026-05-18\|25.71\|-1.19\|26.00\|26.20\|25.09\|42203;2026-05-19\|25.87\|0.62\|25.89\|26.56\|25.30\|43536;2026-05-20\|25.76\|-0.43\|25.88\|25.93\|25.21\|26723;2026-05-21\|25.33\|-1.67\|25.77\|26.65\|25.24\|41185;2026-05-22\|25.51\|0.71\|25.58\|25.76\|25.00\|29386;2026-05-25\|25.57\|0.24\|25.72\|26.02\|25.17\|25635;2026-05-26\|25.36\|-0.82\|25.55\|25.75\|24.70\|20767;2026-05-27\|25.59\|0.91\|25.36\|26.81\|25.13\|35266;2026-05-28\|26.26\|2.62\|25.51\|26.52\|25.31\|36201;2026-05-29\|24.57\|-6.44\|26.35\|26.39\|24.35\|38115;2026-06-01\|25.12\|2.24\|24.52\|25.68\|24.49\|26474;2026-06-02\|25.59\|1.87\|25.25\|25.85\|24.61\|28652;2026-06-03\|25.60\|0.04\|25.58\|26.29\|25.29\|26890;2026-06-04\|25.79\|0.74\|25.59\|25.87\|25.19\|21562;2026-06-05\|25.68\|-0.43\|25.53\|26.15\|25.11\|24031;2026-06-08\|25.00\|-2.65\|25.00\|25.93\|24.61\|26657;2026-06-09\|25.40\|1.60\|25.00\|25.79\|24.54\|22549;2026-06-10\|25.07\|-1.30\|25.40\|25.92\|24.76\|28559;2026-06-11\|24.68\|-1.56\|24.72\|25.63\|24.36\|29574;2026-06-12\|25.13\|1.82\|24.70\|25.72\|24.41\|30580;2026-06-15\|26.30\|4.66\|25.36\|26.68\|25.13\|44002;2026-06-16\|27.07\|2.93\|26.59\|27.39\|26.30\|53523;2026-06-17\|18.83\|-1.21\|19.01\|19.49\|18.66\|55383;2026-06-18\|18.36\|-2.50\|18.90\|18.90\|18.25\|37905;2026-06-22\|17.87\|-2.67\|18.38\|18.38\|17.45\|39567;2026-06-23\|17.96\|0.50\|17.83\|18.13\|17.68\|25994;2026-06-24\|18.02\|0.33\|17.89\|18.15\|16.90\|41933;2026-06-25\|17.70\|-1.78\|18.02\|18.80\|17.34\|31527;2026-06-26\|16.39\|-7.40\|17.45\|17.64\|16.38\|45215;2026-06-29\|15.64\|-4.58\|16.30\|16.31\|15.54\|41175;2026-06-30\|15.36\|-1.79\|15.57\|15.64\|15.23\|27906;2026-07-01\|15.74\|2.47\|15.36\|16.02\|14.94\|40812;2026-07-02\|16.00\|1.65\|15.68\|16.43\|15.63\|29001;2026-07-03\|16.59\|3.69\|16.10\|17.18\|15.93\|41206;2026-07-06\|15.84\|-4.52\|16.75\|16.82\|15.79\|29528;2026-07-07\|17.42\|9.97\|15.84\|17.42\|15.39\|58542;2026-07-08\|18.05\|3.62\|17.96\|18.59\|17.71\|130068;2026-07-09\|17.91\|-0.78\|18.25\|18.26\|16.57\|103394;2026-07-10\|17.60\|-1.73\|17.90\|18.78\|17.60\|79390;2026-07-13\|16.88\|-4.09\|17.70\|17.96\|16.82\|51463;2026-07-14\|16.73\|-0.89\|16.80\|17.21\|16.33\|41476;2026-07-15\|17.69\|5.74\|16.69\|18.16\|16.51\|58210;2026-07-16\|19.46\|10.01\|17.40\|19.46\|17.22\|98705;2026-07-17\|19.13\|-1.70\|19.91\|20.87\|18.89\|213747;2026-07-20\|17.49\|-8.57\|19.38\|20.27\|17.22\|172349;2026-07-21\|17.38\|-0.63\|17.45\|18.01\|16.01\|119328;2026-07-22\|16.31\|-6.16\|17.73\|17.74\|16.17\|78862
62736	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 2、公司与华为在智慧空间领域一直保持着深度合作	2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.94\|0.34\|2.94\|3.03\|2.92\|1348909;2026-07-16\|2.91\|-1.02\|2.91\|2.98\|2.88\|1084836;2026-07-17\|2.71\|-6.87\|2.92\|2.98\|2.68\|1502383;2026-07-20\|2.61\|-3.69\|2.75\|2.80\|2.56\|1414461;2026-07-21\|2.68\|2.68\|2.61\|2.68\|2.40\|1835998;2026-07-22\|2.71\|1.12\|2.66\|2.76\|2.60\|1578530
62735	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	成飞概念+航空精密零部件+拟定增 1、据2026年5月15日互动易，公司控股子公司成都迈特航空制造有限公司具备完备的军工资质体系，是中航工业旗下成飞、沈飞等主机厂的供应商，其航空零部件制造能力与公司精密加工能力存在较大协同性。 2、据2026年4月24日年报，公司主营精密机械零部件业务，产品包括活塞、轴承、气缸、曲轴等，主要应用于空调压缩机、冰箱压缩机及汽车零部件领域，客户涵盖美的集团、格力电器等。 3、据2026年6月23日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过2亿元，用于顺德精密智造华南总部基地建设项目及压缩机核心零部件精密制造产线建设项目等。	公司主营精密机械零部件业务，正在建设年产3万吨空调压缩机零部件、汽车零部件、机器人零部件、光刻机零部件铸件项目	2026-03-13\|31.10\|0.13\|31.07\|31.66\|30.59\|12169;2026-03-16\|32.42\|4.24\|31.08\|32.45\|30.91\|15356;2026-03-17\|33.58\|3.58\|32.49\|33.88\|32.00\|34695;2026-03-18\|32.98\|-1.79\|33.53\|33.57\|32.07\|21146;2026-03-19\|32.51\|-1.43\|32.56\|33.10\|32.13\|9902;2026-03-20\|30.92\|-4.89\|32.48\|33.66\|30.90\|15501;2026-03-23\|28.62\|-7.44\|30.61\|30.91\|28.31\|21861;2026-03-24\|29.04\|1.47\|29.20\|29.78\|28.38\|16992;2026-03-25\|29.92\|3.03\|28.73\|30.18\|28.73\|12834;2026-03-26\|29.29\|-2.11\|30.35\|30.35\|28.86\|10611;2026-03-27\|29.54\|0.85\|29.20\|29.77\|28.89\|7394;2026-03-30\|29.40\|-0.47\|29.68\|29.72\|28.85\|8543;2026-03-31\|28.80\|-2.04\|29.30\|29.69\|28.72\|9029;2026-04-01\|29.65\|2.95\|29.00\|29.80\|29.00\|10422;2026-04-02\|30.06\|1.38\|29.65\|30.58\|29.40\|14253;2026-04-03\|29.16\|-2.99\|30.06\|30.50\|28.90\|8899;2026-04-07\|29.14\|-0.07\|29.16\|29.50\|28.81\|7143;2026-04-08\|30.24\|3.77\|29.71\|30.34\|29.42\|8115;2026-04-09\|29.29\|-3.14\|30.24\|30.24\|29.23\|9022;2026-04-10\|29.48\|0.65\|29.39\|29.82\|29.10\|8479;2026-04-13\|28.90\|-1.97\|29.48\|29.50\|28.50\|13161;2026-04-14\|28.80\|-0.35\|29.10\|29.16\|28.47\|9519;2026-04-15\|28.49\|-1.08\|28.81\|29.05\|28.45\|9834;2026-04-16\|31.34\|10.00\|28.68\|31.34\|28.64\|28010;2026-04-17\|33.00\|5.30\|31.90\|33.40\|30.70\|54389;2026-04-20\|33.81\|2.45\|32.66\|33.93\|31.86\|44348;2026-04-21\|37.19\|10.00\|33.92\|37.19\|33.75\|96137;2026-04-22\|37.54\|0.94\|37.37\|38.75\|36.10\|116000;2026-04-23\|37.71\|0.45\|37.97\|38.36\|36.80\|61995;2026-04-24\|35.71\|-5.30\|37.04\|38.28\|35.40\|59394;2026-04-27\|35.19\|-1.46\|36.20\|36.20\|34.88\|31585;2026-04-28\|34.65\|-1.53\|35.00\|35.20\|33.96\|23390;2026-04-29\|34.92\|0.78\|34.99\|35.48\|34.66\|24464;2026-04-30\|38.41\|9.99\|34.92\|38.41\|34.92\|47717;2026-05-06\|38.42\|0.03\|38.37\|39.55\|36.78\|68279;2026-05-07\|39.31\|2.32\|38.99\|40.18\|38.23\|51535;2026-05-08\|39.61\|0.76\|39.35\|39.92\|38.50\|38599;2026-05-11\|41.60\|5.02\|40.00\|42.38\|39.89\|55701;2026-05-12\|41.71\|0.26\|41.81\|42.23\|40.87\|31173;2026-05-13\|42.17\|1.10\|42.40\|42.96\|41.00\|35658;2026-05-14\|42.57\|0.95\|42.16\|43.68\|41.81\|27178;2026-05-15\|43.36\|1.86\|42.30\|43.50\|41.71\|30688;2026-05-18\|43.13\|-0.53\|42.76\|43.19\|40.85\|38666;2026-05-19\|41.56\|-3.64\|43.28\|47.20\|40.25\|46005;2026-05-20\|42.18\|1.49\|41.36\|42.43\|40.95\|25754;2026-05-21\|40.70\|-3.51\|42.18\|42.86\|40.70\|22289;2026-05-22\|42.90\|5.41\|40.74\|43.81\|40.74\|34958;2026-05-25\|43.38\|1.12\|42.90\|44.35\|42.40\|28010;2026-05-26\|43.92\|1.24\|43.09\|44.42\|42.35\|26814;2026-05-27\|42.21\|-3.89\|43.75\|46.49\|41.22\|48064;2026-05-28\|41.88\|-0.78\|42.21\|43.94\|41.80\|25302;2026-05-29\|40.55\|-3.18\|41.86\|41.86\|40.26\|20928;2026-06-01\|40.75\|0.49\|40.00\|42.50\|39.51\|24273;2026-06-02\|41.47\|1.77\|40.91\|42.15\|39.52\|26059;2026-06-03\|41.35\|-0.29\|41.72\|41.98\|40.73\|11286;2026-06-04\|39.47\|-4.55\|41.22\|41.45\|39.32\|24902;2026-06-05\|39.00\|-1.19\|39.56\|40.46\|38.75\|17565;2026-06-08\|38.09\|-2.33\|39.29\|40.50\|37.05\|27986;2026-06-09\|38.80\|1.86\|38.58\|38.80\|37.16\|18617;2026-06-10\|38.02\|-2.01\|38.70\|38.98\|36.95\|22420;2026-06-11\|41.82\|9.99\|37.88\|41.82\|37.88\|39099;2026-06-12\|40.81\|-2.42\|42.50\|43.35\|39.85\|39191;2026-06-15\|42.66\|4.53\|41.12\|42.66\|40.01\|31452;2026-06-16\|41.47\|-2.79\|42.00\|42.01\|40.00\|33648;2026-06-17\|41.74\|0.65\|41.47\|42.20\|40.83\|20987;2026-06-18\|41.40\|-0.81\|41.75\|43.37\|40.92\|24492;2026-06-22\|38.59\|-6.79\|41.07\|41.07\|38.10\|34691;2026-06-23\|40.15\|4.04\|38.60\|40.93\|38.60\|31653;2026-06-24\|41.92\|4.41\|40.03\|43.44\|39.11\|33779;2026-06-25\|40.65\|-3.03\|42.02\|43.35\|40.16\|25238;2026-06-26\|39.95\|-1.72\|40.20\|40.90\|39.10\|23267;2026-06-29\|35.96\|-9.99\|40.01\|40.49\|35.96\|36413;2026-06-30\|35.42\|-1.50\|35.70\|36.80\|34.90\|31556;2026-07-01\|36.14\|2.03\|35.46\|37.65\|33.79\|36510;2026-07-02\|35.82\|-0.89\|35.46\|37.90\|35.14\|25158;2026-07-03\|39.40\|9.99\|35.81\|39.40\|35.60\|26713;2026-07-06\|40.30\|2.28\|41.01\|42.87\|39.71\|44889;2026-07-07\|28.47\|-0.63\|29.29\|29.80\|28.20\|53945;2026-07-08\|25.93\|-8.92\|28.18\|28.79\|25.90\|49683;2026-07-09\|25.38\|-2.12\|26.57\|26.95\|24.70\|31483;2026-07-10\|25.60\|0.87\|25.78\|26.70\|24.99\|32337;2026-07-13\|23.04\|-10.00\|25.60\|25.66\|23.04\|24053;2026-07-14\|21.19\|-8.03\|21.90\|22.50\|20.92\|69854;2026-07-15\|21.44\|1.18\|21.48\|22.72\|21.11\|43903;2026-07-16\|21.13\|-1.45\|21.56\|21.98\|20.62\|32865;2026-07-17\|19.44\|-8.00\|20.92\|21.36\|19.20\|35251;2026-07-20\|17.50\|-9.98\|19.64\|20.40\|17.50\|35229;2026-07-21\|18.49\|5.66\|17.36\|18.53\|15.75\|55946;2026-07-22\|18.17\|-1.73\|18.49\|19.00\|17.99\|37171
62734	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	PCB+人形机器人+佛山国资行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年11月14日互动易，公司向T客户批量供应人形机器人核心控制模块PCB，已完成三代迭代并交付首批量产样品，北美与国内3家头部客户合作落地。 2、据2026年1月14日机构调研，公司为T客户储能超级工厂主力PCB供应商，2024年T客户储能装机量由14.7GWh升至31.4GWh，公司储能PCB同步放量，并获伊顿、ABB等国际客户订单。 3、据2025年8月27日公告，公司投资15亿元建设“芯创智载”新一代PCB智造基地，2026年中投产后将新增芯片内嵌式PCB 18万㎡/年、高阶HDI 48万㎡/年，面向新能源汽车、人形机器人、数据中心等高端应用。 4、据2025年4月16日投资者关系活动记录表，公司最终控制人为佛山市顺德区国有资产监督管理局，顺控集团入主后提供资金及市场资源支持，助力新能源汽车、储能、机器人等业务拓展。	特斯拉汽车、人形机器人PCB供货商，产品包括高精密互连HDI，软板（FPC）等	2026-03-13\|55.03\|-3.41\|56.50\|57.48\|55.00\|215076;2026-03-16\|55.48\|0.82\|56.00\|56.08\|53.47\|230916;2026-03-17\|53.07\|-4.34\|56.00\|56.34\|53.00\|211396;2026-03-18\|54.43\|2.56\|54.21\|54.88\|53.31\|183527;2026-03-19\|52.78\|-3.03\|53.24\|53.72\|52.50\|174426;2026-03-20\|51.72\|-2.01\|53.30\|53.83\|51.60\|165203;2026-03-23\|49.90\|-3.52\|51.14\|53.31\|49.61\|298116;2026-03-24\|50.80\|1.80\|51.00\|51.00\|49.26\|209243;2026-03-25\|51.66\|1.69\|51.30\|52.05\|50.90\|209197;2026-03-26\|51.30\|-0.70\|51.65\|53.00\|50.80\|150325;2026-03-27\|51.10\|-0.39\|50.50\|51.66\|50.00\|160484;2026-03-30\|50.80\|-0.59\|50.00\|51.15\|49.20\|173847;2026-03-31\|49.64\|-2.28\|50.90\|51.30\|49.30\|173738;2026-04-01\|51.71\|4.17\|50.93\|51.82\|50.26\|233123;2026-04-02\|49.30\|-4.66\|51.30\|51.30\|48.80\|199680;2026-04-03\|49.04\|-0.53\|49.40\|50.10\|49.01\|148248;2026-04-07\|49.16\|0.24\|49.04\|50.16\|48.70\|140668;2026-04-08\|54.08\|10.01\|51.31\|54.08\|50.88\|233046;2026-04-09\|57.08\|5.55\|54.62\|58.42\|54.00\|582619;2026-04-10\|55.70\|-2.42\|57.04\|57.36\|55.30\|400727;2026-04-13\|54.44\|-2.26\|55.00\|55.99\|53.88\|331641;2026-04-14\|55.48\|1.91\|54.97\|56.28\|54.55\|426158;2026-04-15\|53.51\|-3.55\|55.65\|55.91\|53.08\|288061;2026-04-16\|58.86\|10.00\|58.86\|58.86\|58.86\|134900;2026-04-17\|59.10\|0.41\|62.28\|62.40\|57.55\|882114;2026-04-20\|58.17\|-1.57\|59.10\|59.82\|57.90\|561258;2026-04-21\|60.01\|3.16\|58.42\|60.01\|57.66\|627501;2026-04-22\|62.55\|4.23\|59.07\|62.65\|59.05\|619837;2026-04-23\|58.74\|-6.09\|60.00\|60.98\|58.01\|569631;2026-04-24\|55.26\|-5.92\|57.90\|58.19\|55.03\|428543;2026-04-27\|56.15\|1.61\|54.93\|57.00\|54.93\|270832;2026-04-28\|53.10\|-5.43\|55.95\|55.95\|53.01\|315830;2026-04-29\|54.71\|3.03\|50.97\|55.35\|50.68\|476523;2026-04-30\|52.65\|-3.77\|54.90\|54.90\|51.69\|366956;2026-05-06\|54.88\|4.24\|53.50\|56.48\|53.50\|307499;2026-05-07\|59.03\|7.56\|56.75\|59.24\|55.46\|466732;2026-05-08\|59.81\|1.32\|58.10\|60.70\|57.65\|415514;2026-05-11\|63.18\|5.63\|60.51\|63.88\|58.20\|644158;2026-05-12\|66.56\|5.35\|62.55\|69.35\|62.55\|749224;2026-05-13\|64.86\|-2.55\|65.82\|65.99\|63.06\|582430;2026-05-14\|63.30\|-2.41\|66.00\|66.20\|63.30\|502018;2026-05-15\|63.92\|0.98\|63.35\|66.68\|60.32\|560399;2026-05-18\|63.98\|0.09\|62.02\|66.00\|62.02\|474087;2026-05-19\|65.38\|2.19\|63.97\|66.30\|62.57\|413464;2026-05-20\|64.50\|-1.35\|64.37\|65.60\|61.89\|391367;2026-05-21\|63.34\|-1.80\|65.48\|67.33\|62.88\|550946;2026-05-22\|66.65\|5.23\|63.57\|68.14\|63.39\|535310;2026-05-25\|68.48\|2.75\|67.65\|69.00\|66.00\|540138;2026-05-26\|68.00\|-0.70\|69.00\|70.38\|66.86\|507602;2026-05-27\|68.80\|1.18\|67.51\|70.58\|65.17\|560339;2026-05-28\|66.06\|-3.98\|67.86\|69.00\|64.30\|539501;2026-05-29\|61.22\|-7.33\|66.09\|67.30\|60.34\|507923;2026-06-01\|55.98\|-8.56\|61.00\|61.34\|55.83\|412910;2026-06-02\|57.58\|2.86\|55.98\|58.54\|53.66\|338441;2026-06-03\|56.99\|-1.02\|56.90\|59.87\|56.23\|360827;2026-06-04\|62.69\|10.00\|57.00\|62.69\|56.57\|350877;2026-06-05\|61.25\|-2.30\|63.58\|65.00\|60.80\|492400;2026-06-08\|57.75\|-5.71\|58.80\|61.02\|57.68\|290166;2026-06-09\|59.80\|3.55\|59.00\|60.06\|57.65\|279785;2026-06-10\|55.84\|-6.62\|58.90\|58.97\|55.10\|260377;2026-06-11\|53.25\|-4.64\|55.01\|55.50\|52.56\|254070;2026-06-12\|52.71\|-1.01\|54.50\|55.30\|52.38\|247078;2026-06-15\|57.68\|9.43\|53.70\|57.88\|52.93\|320670;2026-06-16\|59.00\|2.29\|58.29\|59.60\|57.65\|270494;2026-06-17\|60.21\|2.05\|58.53\|62.79\|58.08\|368295;2026-06-18\|58.50\|-2.35\|59.98\|59.98\|58.13\|299919;2026-06-22\|55.93\|-4.39\|58.50\|58.77\|54.84\|372411;2026-06-23\|52.53\|-6.08\|55.56\|55.80\|52.10\|313915;2026-06-24\|52.44\|-0.17\|52.64\|53.86\|50.51\|282597;2026-06-25\|51.19\|-2.38\|52.50\|52.61\|50.83\|293282;2026-06-26\|48.20\|-5.84\|50.55\|50.55\|47.56\|299887;2026-06-29\|45.54\|-5.52\|48.21\|48.89\|43.98\|326280;2026-06-30\|48.04\|5.49\|46.37\|48.58\|45.88\|237013;2026-07-01\|45.98\|-4.29\|48.08\|48.83\|45.52\|275045;2026-07-02\|44.12\|-4.05\|44.95\|46.64\|43.72\|222019;2026-07-03\|45.46\|3.04\|43.88\|47.09\|43.36\|242922;2026-07-06\|42.81\|-5.83\|46.20\|46.29\|42.60\|239867;2026-07-07\|41.55\|-2.94\|42.70\|43.28\|40.99\|182559;2026-07-08\|39.67\|-4.52\|41.70\|41.85\|39.65\|179297;2026-07-09\|42.98\|8.34\|40.10\|43.30\|40.10\|341641;2026-07-10\|41.76\|-2.84\|43.13\|44.24\|41.76\|281945;2026-07-13\|39.22\|-6.08\|41.11\|42.81\|39.06\|290199;2026-07-14\|40.65\|3.65\|39.85\|40.80\|37.84\|249019;2026-07-15\|39.29\|-3.35\|41.07\|41.72\|39.10\|171199;2026-07-16\|37.68\|-4.10\|38.30\|39.88\|37.43\|181404;2026-07-17\|34.20\|-9.24\|37.90\|38.00\|33.91\|241185;2026-07-20\|32.93\|-3.71\|36.31\|36.38\|31.91\|284206;2026-07-21\|35.87\|8.93\|33.58\|35.98\|32.19\|370790;2026-07-22\|34.46\|-3.93\|35.61\|36.51\|34.20\|231281
62733	马斯克正式宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人项目的核心算力平台	电磁线+机器人+新能源汽车行业原因： 1、据证券日报3月17日报道，国家能源局数据显示今年前两个月全社会用电量同比增长6.1%，增速比去年同期提高4.8个百分点。 2、AI算力需求扩张点燃电力行情，市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年4月2日公告，公司专注电磁线研发产销，产销量连续多年居国内同行业前列，产品覆盖工业电机、家用电器、新能源、汽车、电动工具、仪器仪表等领域。 2、据2025年8月26日互动易，公司电磁线已用于机器人执行器电机等低压电器领域。 3、据2025年5月13日互动易，公司扁线面向新能源汽车驱动电机需求研发，并与行业领先企业保持紧密协作。	公司是国内电磁线种类最齐全的企业之一，主营业务为电磁线的研发产销；据机构研究，假设特斯拉人形机器人本体线束成本占BOM表总成本的5%，伺服电机线束价值量占单个伺服电机的12%，当特斯拉人形机器人出货量达到100万台时，有望带来90亿元增量市场	2026-03-13\|31.67\|-7.13\|33.83\|33.99\|31.65\|128067;2026-03-16\|32.85\|3.73\|32.46\|34.84\|32.46\|262189;2026-03-17\|30.13\|-8.28\|34.07\|34.16\|30.00\|215043;2026-03-18\|33.14\|9.99\|30.40\|33.14\|30.16\|192229;2026-03-19\|33.37\|0.69\|32.79\|35.30\|32.67\|321188;2026-03-20\|32.01\|-4.08\|33.70\|34.16\|32.00\|146856;2026-03-23\|29.81\|-6.87\|31.55\|32.06\|29.58\|137664;2026-03-24\|30.62\|2.72\|30.60\|30.97\|29.60\|91628;2026-03-25\|31.04\|1.37\|30.70\|31.25\|30.13\|86487;2026-03-26\|29.29\|-5.64\|30.89\|30.89\|29.00\|89814;2026-03-27\|29.90\|2.08\|28.67\|30.38\|28.30\|90888;2026-03-30\|32.89\|10.00\|30.08\|32.89\|29.11\|134022;2026-03-31\|31.31\|-4.80\|33.00\|33.05\|31.31\|118072;2026-04-01\|32.55\|3.96\|31.90\|33.32\|31.08\|147817;2026-04-02\|31.81\|-2.27\|32.23\|32.35\|31.36\|86103;2026-04-03\|33.85\|6.41\|31.78\|34.10\|31.50\|166923;2026-04-07\|34.05\|0.59\|33.50\|36.35\|33.50\|142675;2026-04-08\|36.13\|6.11\|34.89\|36.96\|34.22\|166579;2026-04-09\|36.48\|0.97\|35.30\|37.15\|34.88\|143781;2026-04-10\|37.15\|1.84\|36.51\|37.68\|35.66\|138696;2026-04-13\|40.87\|10.01\|36.74\|40.87\|36.37\|140614;2026-04-14\|42.88\|4.92\|40.82\|43.59\|40.64\|215811;2026-04-15\|46.00\|7.28\|43.00\|46.17\|41.29\|210131;2026-04-16\|50.60\|10.00\|46.10\|50.60\|46.10\|113086;2026-04-17\|51.67\|2.11\|52.00\|52.96\|49.50\|240006;2026-04-20\|50.71\|-1.86\|51.70\|52.68\|49.80\|172752;2026-04-21\|51.40\|1.36\|50.00\|51.61\|48.67\|140900;2026-04-22\|51.75\|0.68\|48.94\|54.25\|48.94\|138021;2026-04-23\|51.84\|0.17\|51.60\|52.80\|49.60\|112785;2026-04-24\|49.80\|-3.94\|51.32\|51.78\|48.50\|100663;2026-04-27\|48.70\|-2.21\|49.78\|49.86\|47.01\|100753;2026-04-28\|48.80\|0.21\|48.70\|49.48\|47.25\|83805;2026-04-29\|47.60\|-2.46\|47.00\|48.88\|46.97\|61977;2026-04-30\|52.36\|10.00\|48.50\|52.36\|47.80\|101922;2026-05-06\|52.50\|0.27\|54.83\|55.50\|52.25\|145433;2026-05-07\|55.87\|6.42\|53.50\|57.08\|52.28\|141238;2026-05-08\|56.99\|2.00\|56.86\|59.78\|55.35\|149405;2026-05-11\|55.80\|-2.09\|56.67\|58.50\|53.50\|189333;2026-05-12\|56.50\|1.25\|54.50\|59.78\|54.42\|141999;2026-05-13\|54.30\|-3.89\|54.65\|55.70\|53.72\|114045;2026-05-14\|52.55\|-3.22\|54.24\|54.98\|52.55\|81191;2026-05-15\|56.60\|7.71\|51.77\|57.81\|51.77\|161672;2026-05-18\|57.76\|2.05\|55.13\|59.30\|53.93\|143708;2026-05-19\|56.44\|-2.29\|57.00\|59.50\|56.00\|91610;2026-05-20\|55.18\|-2.23\|55.12\|55.84\|53.99\|68458;2026-05-21\|55.60\|0.76\|54.63\|60.60\|54.04\|122145;2026-05-22\|57.15\|2.79\|55.73\|58.50\|54.20\|111753;2026-05-25\|53.28\|-6.77\|58.24\|58.93\|52.35\|107799;2026-05-26\|50.30\|-5.59\|52.01\|53.63\|49.26\|103802;2026-05-27\|49.90\|-0.80\|49.99\|53.67\|48.01\|114853;2026-05-28\|50.10\|0.40\|50.16\|50.18\|48.50\|52595;2026-05-29\|48.68\|-2.83\|50.30\|51.59\|48.08\|60273;2026-06-01\|47.00\|-3.45\|48.68\|49.61\|46.85\|69776;2026-06-02\|45.72\|-2.72\|47.01\|47.44\|44.78\|54328;2026-06-03\|44.82\|0.67\|44.67\|46.75\|43.96\|63371;2026-06-04\|42.85\|-4.40\|44.84\|44.88\|41.61\|90867;2026-06-05\|42.16\|-1.61\|42.97\|43.50\|41.08\|56946;2026-06-08\|43.15\|2.35\|41.49\|46.38\|40.80\|137568;2026-06-09\|40.08\|-7.11\|43.15\|45.00\|39.93\|137295;2026-06-10\|37.29\|-6.96\|39.88\|39.97\|36.93\|130475;2026-06-11\|36.24\|-2.82\|37.76\|37.88\|36.10\|67853;2026-06-12\|35.79\|-1.24\|36.95\|38.00\|35.79\|80897;2026-06-15\|37.49\|4.75\|36.47\|38.10\|36.04\|79420;2026-06-16\|38.55\|2.83\|37.68\|38.65\|36.44\|67500;2026-06-17\|37.20\|-3.50\|38.17\|39.31\|37.00\|73889;2026-06-18\|38.36\|3.12\|37.21\|39.51\|36.61\|82110;2026-06-22\|36.40\|-5.11\|38.36\|38.36\|35.80\|76754;2026-06-23\|35.60\|-2.20\|36.49\|37.09\|35.46\|80962;2026-06-24\|37.32\|4.83\|35.44\|38.78\|34.86\|103123;2026-06-25\|34.67\|-7.10\|37.23\|37.88\|34.61\|89299;2026-06-26\|32.70\|-5.68\|35.50\|35.50\|32.70\|65786;2026-06-29\|32.12\|-1.77\|33.00\|34.09\|31.95\|85573;2026-06-30\|32.46\|1.06\|32.54\|33.45\|31.65\|80885;2026-07-01\|34.01\|4.78\|32.30\|34.93\|32.09\|75914;2026-07-02\|37.41\|10.00\|34.51\|37.41\|33.02\|59616;2026-07-03\|34.32\|-8.26\|38.56\|38.57\|33.90\|257751;2026-07-06\|32.04\|-6.64\|34.01\|34.72\|32.01\|150769;2026-07-07\|30.23\|-5.65\|31.84\|32.32\|30.00\|91201;2026-07-08\|28.54\|-5.59\|30.05\|30.23\|28.51\|84516;2026-07-09\|28.32\|-0.77\|28.62\|28.78\|27.15\|96747;2026-07-10\|28.03\|-1.02\|28.04\|28.80\|28.03\|74314;2026-07-13\|26.57\|-5.21\|27.86\|27.86\|26.30\|63040;2026-07-14\|26.77\|0.75\|26.47\|26.83\|25.93\|75755;2026-07-15\|26.46\|-1.16\|26.77\|27.24\|26.36\|46104;2026-07-16\|25.90\|-2.12\|26.20\|26.60\|25.75\|46224;2026-07-17\|23.56\|-9.03\|25.70\|25.88\|23.43\|132860;2026-07-20\|22.44\|-4.75\|23.87\|24.26\|22.01\|106195;2026-07-21\|23.45\|4.50\|22.43\|23.46\|20.69\|121712;2026-07-22\|22.95\|-2.13\|23.15\|23.60\|22.74\|62656
62732	国家统计局：我国日均词元调用量突破140万亿，较上年末增长40%	涨停揭秘：国家统计局数据显示日均词元调用量突破140万亿，‘龙虾’OpenClaw模型火爆，公司信源密信已完成OpenClaw适配，卡位AI原生安全入口；涨停缘由：大模型调用量爆发倒逼终端安全防护升级，公司信源密信作为政企信创终端安全平台，天然适配AI交互场景，具备数据防泄漏、模型权限管控等核心能力；资金逻辑：资金博弈大模型应用爆发下的安全刚需，公司为A股少有的OpenClaw深度适配标的，事件驱动属性强；风险提示：适配进展未公告具体客户落地情况，安全业务收入占比仍待提升，短期业绩贡献有限	公司自研的信源密信产品已完成OpenClaw适配对接	2026-03-13\|7.10\|-7.55\|7.54\|7.54\|7.07\|1269653;2026-03-16\|7.20\|1.41\|7.10\|7.45\|6.92\|1024556;2026-03-17\|6.80\|-5.56\|7.14\|7.15\|6.80\|886330;2026-03-18\|7.08\|4.12\|6.85\|7.12\|6.82\|800963;2026-03-19\|6.86\|-3.11\|6.89\|7.01\|6.78\|641084;2026-03-20\|6.52\|-4.96\|6.90\|6.99\|6.52\|684104;2026-03-23\|6.15\|-5.67\|6.33\|6.50\|6.06\|682640;2026-03-24\|6.29\|2.28\|6.28\|6.31\|6.08\|466181;2026-03-25\|6.33\|0.64\|6.32\|6.47\|6.28\|530521;2026-03-26\|6.04\|-4.58\|6.30\|6.30\|5.98\|605905;2026-03-27\|6.33\|4.80\|5.97\|6.42\|5.94\|623803;2026-03-30\|6.33\|0.00\|6.21\|6.39\|6.05\|476198;2026-03-31\|6.33\|0.00\|6.33\|6.48\|6.27\|557519;2026-04-01\|6.49\|2.53\|6.45\|6.50\|6.39\|467270;2026-04-02\|6.62\|2.00\|6.43\|6.67\|6.36\|581229;2026-04-03\|6.40\|-3.32\|6.69\|6.73\|6.39\|406293;2026-04-07\|6.41\|0.16\|6.41\|6.51\|6.36\|269953;2026-04-08\|6.88\|7.33\|6.55\|6.89\|6.55\|672690;2026-04-09\|6.93\|0.73\|6.78\|7.10\|6.77\|697319;2026-04-10\|7.12\|2.74\|7.01\|7.18\|6.94\|690103;2026-04-13\|7.03\|-1.26\|6.95\|7.05\|6.82\|555013;2026-04-14\|7.19\|2.28\|7.05\|7.29\|6.98\|722237;2026-04-15\|7.01\|-2.50\|7.19\|7.24\|6.98\|512987;2026-04-16\|7.81\|11.41\|7.02\|7.85\|6.96\|1279651;2026-04-17\|7.88\|0.90\|7.73\|7.97\|7.66\|991296;2026-04-20\|7.63\|-3.17\|7.82\|7.92\|7.50\|868181;2026-04-21\|7.45\|-2.36\|7.57\|7.65\|7.37\|591993;2026-04-22\|7.41\|-0.54\|7.40\|7.48\|7.34\|442983;2026-04-23\|7.26\|-2.02\|7.42\|7.55\|7.14\|589002;2026-04-24\|7.28\|0.28\|7.27\|7.70\|7.20\|555077;2026-04-27\|7.09\|-2.61\|7.23\|7.32\|7.07\|531934;2026-04-28\|6.96\|-1.83\|6.90\|7.12\|6.79\|551125;2026-04-29\|7.19\|3.30\|6.36\|7.35\|6.15\|1699596;2026-05-06\|5.75\|-20.03\|5.75\|5.75\|5.75\|62252;2026-05-07\|4.60\|-20.00\|4.60\|4.60\|4.60\|224445;2026-05-08\|3.82\|-16.96\|3.90\|4.11\|3.73\|2297504;2026-05-11\|3.83\|0.26\|3.74\|3.90\|3.73\|1034294;2026-05-12\|3.66\|-4.44\|3.80\|3.82\|3.65\|807778;2026-05-13\|3.73\|1.91\|3.66\|3.78\|3.66\|466210;2026-05-14\|3.49\|-6.43\|3.72\|3.74\|3.47\|679511;2026-05-15\|3.25\|-6.88\|3.47\|3.52\|3.22\|669075;2026-05-18\|3.20\|-1.54\|3.20\|3.22\|3.06\|511660;2026-05-19\|3.46\|8.12\|3.17\|3.47\|3.16\|666068;2026-05-20\|3.35\|-3.18\|3.41\|3.48\|3.33\|415113;2026-05-21\|3.38\|0.90\|3.31\|3.56\|3.31\|490617;2026-05-22\|3.46\|2.37\|3.42\|3.54\|3.37\|345015;2026-05-25\|3.31\|-4.34\|3.40\|3.47\|3.31\|395298;2026-05-26\|3.14\|-5.14\|3.24\|3.29\|3.11\|454609;2026-05-27\|3.03\|-3.50\|3.12\|3.18\|2.99\|467272;2026-05-28\|3.10\|2.31\|3.03\|3.14\|3.03\|333876;2026-05-29\|3.11\|0.32\|3.09\|3.22\|3.05\|366972;2026-06-01\|3.30\|6.11\|3.11\|3.30\|3.08\|438266;2026-06-02\|3.36\|1.82\|3.30\|3.41\|3.28\|424688;2026-06-03\|3.20\|-4.76\|3.32\|3.33\|3.17\|412523;2026-06-04\|3.09\|-3.44\|3.15\|3.20\|3.07\|279218;2026-06-05\|3.10\|0.32\|3.11\|3.15\|3.06\|226268;2026-06-08\|3.03\|-2.26\|3.02\|3.10\|2.98\|278546;2026-06-09\|3.00\|-0.99\|3.05\|3.07\|2.98\|246922;2026-06-10\|2.74\|-8.67\|2.97\|2.98\|2.73\|505323;2026-06-11\|2.54\|-7.30\|2.68\|2.72\|2.52\|478422;2026-06-12\|2.62\|3.15\|2.59\|2.64\|2.54\|356548;2026-06-15\|2.65\|1.15\|2.62\|2.70\|2.62\|307567;2026-06-16\|2.98\|12.45\|2.66\|3.09\|2.56\|756779;2026-06-17\|2.86\|-4.03\|2.90\|2.98\|2.84\|471955;2026-06-18\|2.94\|2.80\|2.84\|3.08\|2.84\|472747;2026-06-22\|2.98\|1.36\|2.88\|3.02\|2.82\|381694;2026-06-23\|3.00\|0.67\|2.95\|3.07\|2.94\|296953;2026-06-24\|2.88\|-4.00\|3.01\|3.03\|2.85\|301360;2026-06-25\|2.68\|-6.94\|2.88\|2.89\|2.68\|355603;2026-06-26\|2.70\|0.75\|2.67\|2.78\|2.65\|266706;2026-06-29\|2.67\|-1.11\|2.68\|2.74\|2.60\|215173;2026-06-30\|2.69\|0.75\|2.65\|2.79\|2.63\|278193;2026-07-01\|2.79\|3.72\|2.65\|2.82\|2.64\|342623;2026-07-02\|2.73\|-2.15\|2.78\|2.89\|2.73\|349704;2026-07-03\|2.72\|-0.37\|2.73\|2.80\|2.68\|242179;2026-07-06\|2.69\|-1.10\|2.74\|2.78\|2.67\|223691;2026-07-07\|2.56\|-4.83\|2.67\|2.69\|2.55\|253565;2026-07-08\|2.61\|1.95\|2.52\|2.64\|2.52\|230693;2026-07-09\|2.61\|0.00\|2.62\|2.68\|2.57\|261892;2026-07-10\|2.62\|0.38\|2.58\|2.67\|2.53\|268856;2026-07-13\|2.45\|-6.49\|2.60\|2.63\|2.45\|297723;2026-07-14\|2.51\|2.45\|2.46\|2.52\|2.45\|160908;2026-07-15\|2.55\|1.59\|2.50\|2.59\|2.49\|198392;2026-07-16\|2.57\|0.78\|2.54\|2.60\|2.51\|218309;2026-07-17\|2.40\|-6.61\|2.56\|2.62\|2.40\|296030;2026-07-20\|2.24\|-6.67\|2.41\|2.43\|2.19\|342186;2026-07-21\|2.19\|-2.23\|2.24\|2.26\|2.03\|375795;2026-07-22\|2.17\|-0.91\|2.16\|2.23\|2.14\|256007
62731	国家统计局：我国日均词元调用量突破140万亿，较上年末增长40%	数据要素+具身智能智脑+股权激励归属行业原因：据上证报，国家数据局近日印发《关于推进行业高质量数据集建设行动的实施方案》，从国家层面首次对数据赋能人工智能发展作出系统性部署，圈定强基扩容、标注攻坚等六项专项行动。公司原因： 1、据2026年5月29日投资者关系活动记录表，公司2026年一季度实现营收1.05亿元，同比增长36.48%，并推进AI赋能，向数据相关人工智能服务、具身智能智脑及数采等领域拓展业务。 2、据2026年4月18日年报，公司以“数据要素×”和“人工智能＋”为双轮驱动，2025年11月联合合作伙伴发布机器人智脑产品，致力于为智能终端和机器人打造具备领域知识和推理决策力的“智脑”支撑，聚焦家庭陪护及医疗康养等重点场景。 3、据2026年6月9日公告，公司2025年限制性股票激励计划第二类限制性股票第一个归属期归属结果暨股份上市，完成股票归属。	公司去年11月中旬公司与合作伙伴发布了GEO相关的解决方案，满足客户AI大模型时代品牌营销的需求	2026-03-13\|51.86\|-3.44\|53.24\|53.50\|51.80\|24864;2026-03-16\|52.40\|1.04\|51.98\|52.63\|51.40\|16161;2026-03-17\|52.62\|0.42\|52.69\|54.70\|52.08\|25051;2026-03-18\|54.13\|2.87\|52.65\|54.38\|52.18\|16172;2026-03-19\|53.70\|-0.79\|53.50\|54.07\|51.80\|20924;2026-03-20\|53.10\|-1.12\|53.70\|54.65\|52.80\|17703;2026-03-23\|48.20\|-9.23\|52.49\|52.49\|47.80\|19810;2026-03-24\|50.76\|5.31\|49.11\|50.96\|48.99\|17173;2026-03-25\|51.69\|1.83\|51.58\|52.71\|51.00\|16254;2026-03-26\|51.20\|-0.95\|51.88\|53.18\|50.88\|14953;2026-03-27\|52.45\|2.44\|51.31\|53.50\|50.23\|13269;2026-03-30\|52.10\|-0.67\|51.93\|53.31\|51.20\|9825;2026-03-31\|51.80\|-0.58\|52.10\|53.55\|51.75\|15200;2026-04-01\|52.34\|1.04\|52.50\|53.18\|51.85\|7964;2026-04-02\|49.68\|-5.08\|51.76\|52.23\|49.50\|11667;2026-04-03\|48.50\|-2.38\|51.06\|51.50\|48.50\|10778;2026-04-07\|47.80\|-1.44\|48.07\|48.91\|47.63\|8381;2026-04-08\|51.17\|7.05\|48.82\|51.33\|48.82\|15202;2026-04-09\|48.91\|-4.42\|50.72\|50.98\|48.61\|14886;2026-04-10\|48.87\|-0.08\|49.06\|49.88\|48.53\|8832;2026-04-13\|48.20\|-1.37\|48.35\|48.49\|47.80\|11541;2026-04-14\|49.67\|3.05\|48.50\|51.00\|48.50\|11217;2026-04-15\|48.10\|-3.16\|49.40\|50.45\|47.82\|11867;2026-04-16\|53.66\|11.56\|48.15\|54.75\|48.15\|49865;2026-04-17\|52.27\|-2.59\|53.23\|53.59\|51.77\|21603;2026-04-20\|51.58\|-1.32\|52.50\|52.55\|51.17\|18055;2026-04-21\|50.70\|-1.71\|51.50\|52.40\|49.29\|25831;2026-04-22\|50.00\|-1.38\|50.33\|50.47\|49.60\|12874;2026-04-23\|48.28\|-3.44\|50.00\|50.18\|47.70\|23479;2026-04-24\|49.50\|2.53\|48.50\|50.23\|48.00\|20599;2026-04-27\|48.00\|-3.03\|49.98\|49.98\|47.20\|27257;2026-04-28\|46.60\|-2.92\|47.57\|48.85\|46.60\|18892;2026-04-29\|47.47\|1.87\|46.60\|48.26\|46.30\|14405;2026-04-30\|46.63\|-1.77\|47.21\|47.33\|46.20\|12870;2026-05-06\|48.09\|3.13\|47.32\|48.75\|47.30\|17735;2026-05-07\|49.65\|3.24\|48.08\|50.46\|47.98\|26083;2026-05-08\|49.80\|0.30\|49.80\|50.87\|48.81\|22974;2026-05-11\|49.06\|-1.49\|50.08\|50.87\|48.91\|28384;2026-05-12\|47.63\|-2.91\|49.00\|49.18\|47.22\|22511;2026-05-13\|49.06\|3.00\|47.16\|49.67\|46.88\|18816;2026-05-14\|55.26\|12.64\|49.50\|56.41\|48.30\|89669;2026-05-15\|58.82\|6.44\|55.29\|60.57\|54.19\|82635;2026-05-18\|58.77\|-0.09\|58.00\|60.10\|55.51\|50030;2026-05-19\|57.91\|-1.46\|59.26\|59.99\|57.37\|48695;2026-05-20\|60.63\|4.70\|57.34\|60.78\|56.80\|43038;2026-05-21\|57.66\|-4.90\|60.23\|62.21\|57.16\|43599;2026-05-22\|58.69\|1.79\|57.66\|59.97\|56.77\|32243;2026-05-25\|60.46\|3.02\|58.72\|60.95\|57.80\|34768;2026-05-26\|63.26\|4.63\|60.50\|64.66\|59.81\|50865;2026-05-27\|58.25\|-7.92\|63.20\|63.88\|57.93\|41833;2026-05-28\|56.86\|-2.39\|58.55\|58.83\|54.52\|37776;2026-05-29\|51.71\|-9.06\|56.80\|57.09\|51.25\|33958;2026-06-01\|55.72\|7.75\|52.28\|56.60\|51.12\|40720;2026-06-02\|52.31\|-6.12\|55.00\|55.54\|50.84\|24163;2026-06-03\|52.70\|0.75\|52.30\|53.63\|51.00\|23196;2026-06-04\|49.81\|-5.48\|51.95\|52.46\|49.22\|28596;2026-06-05\|48.20\|-3.23\|49.81\|49.99\|47.70\|19440;2026-06-08\|44.06\|-8.59\|46.50\|47.84\|43.20\|35610;2026-06-09\|52.87\|20.00\|44.96\|52.87\|44.56\|57971;2026-06-10\|54.66\|3.39\|54.00\|57.47\|53.97\|76625;2026-06-11\|51.90\|-5.05\|55.04\|56.00\|51.80\|40169;2026-06-12\|50.77\|-2.18\|52.41\|55.77\|50.66\|36567;2026-06-15\|51.73\|1.89\|50.77\|53.94\|50.50\|27851;2026-06-16\|51.09\|-1.24\|51.63\|52.79\|50.00\|28564;2026-06-17\|49.97\|-2.19\|50.73\|51.08\|49.21\|26827;2026-06-18\|52.06\|4.18\|49.80\|53.47\|49.00\|27659;2026-06-22\|49.18\|-5.53\|51.99\|52.18\|47.51\|42651;2026-06-23\|47.80\|-2.81\|50.16\|50.41\|47.39\|20175;2026-06-24\|47.67\|-0.27\|46.60\|48.70\|44.88\|26548;2026-06-25\|46.51\|-2.43\|47.73\|47.73\|45.57\|25358;2026-06-26\|44.82\|-3.63\|46.01\|46.71\|44.20\|28296;2026-06-29\|42.92\|-4.24\|44.06\|45.15\|41.90\|24740;2026-06-30\|45.33\|5.62\|43.00\|45.69\|42.69\|22137;2026-07-01\|44.95\|-0.84\|45.33\|46.91\|44.70\|19003;2026-07-02\|45.00\|0.11\|45.20\|48.88\|44.41\|32901;2026-07-03\|42.80\|-4.89\|44.98\|45.09\|42.80\|21942;2026-07-06\|42.02\|-1.82\|42.54\|44.50\|41.85\|19690;2026-07-07\|37.80\|-10.04\|41.98\|41.98\|37.75\|33758;2026-07-08\|38.26\|1.22\|38.38\|38.89\|37.44\|22734;2026-07-09\|40.04\|4.65\|39.00\|40.29\|37.70\|22897;2026-07-10\|40.71\|1.67\|39.53\|41.85\|39.07\|20269;2026-07-13\|38.05\|-6.53\|39.16\|40.35\|37.76\|17329;2026-07-14\|37.94\|-0.29\|37.60\|38.63\|36.33\|14346;2026-07-15\|38.10\|0.42\|37.74\|39.33\|37.21\|16363;2026-07-16\|38.05\|-0.13\|37.41\|39.53\|37.21\|11880;2026-07-17\|34.33\|-9.78\|37.68\|38.81\|34.00\|24068;2026-07-20\|27.46\|-20.01\|27.46\|27.46\|27.46\|20253;2026-07-21\|30.22\|10.05\|27.46\|32.87\|25.79\|73278;2026-07-22\|29.00\|-4.04\|30.65\|32.00\|28.94\|48987
62730	国家统计局：我国日均词元调用量突破140万亿，较上年末增长40%	算力+家具智造行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	公司开发了小鹭AIGC智能助手	2026-03-13\|20.98\|-3.41\|21.54\|21.80\|20.95\|135119;2026-03-16\|21.08\|0.48\|20.89\|21.10\|20.39\|107638;2026-03-17\|20.46\|-2.94\|21.20\|21.38\|20.43\|81988;2026-03-18\|21.73\|6.21\|20.68\|21.87\|20.52\|181470;2026-03-19\|21.35\|-1.75\|21.25\|21.84\|21.23\|126600;2026-03-20\|20.28\|-5.01\|21.37\|21.56\|20.28\|130647;2026-03-23\|19.15\|-5.57\|19.72\|20.26\|19.01\|140047;2026-03-24\|19.79\|3.34\|19.55\|19.85\|19.11\|114412;2026-03-25\|20.64\|4.30\|19.91\|20.86\|19.88\|117398;2026-03-26\|19.91\|-3.54\|20.50\|20.65\|19.86\|89226;2026-03-27\|20.08\|0.85\|19.78\|20.34\|19.50\|72708;2026-03-30\|20.27\|0.95\|19.82\|20.46\|19.52\|91810;2026-03-31\|19.98\|-1.43\|20.10\|20.56\|19.93\|71879;2026-04-01\|20.58\|3.00\|20.40\|20.68\|20.18\|92284;2026-04-02\|19.44\|-5.54\|20.46\|20.46\|19.25\|143128;2026-04-03\|19.14\|-1.54\|19.57\|19.66\|19.04\|75890;2026-04-07\|19.12\|-0.10\|19.29\|19.42\|18.98\|63834;2026-04-08\|20.68\|8.16\|19.57\|20.72\|19.56\|164316;2026-04-09\|20.24\|-2.13\|20.30\|20.50\|20.10\|85588;2026-04-10\|20.39\|0.74\|20.39\|20.68\|20.29\|79680;2026-04-13\|20.46\|0.34\|20.16\|20.65\|20.16\|67432;2026-04-14\|20.91\|2.20\|20.79\|21.01\|20.55\|128241;2026-04-15\|20.72\|-0.91\|20.97\|21.02\|20.63\|95628;2026-04-16\|22.79\|9.99\|20.88\|22.79\|20.77\|291035;2026-04-17\|22.36\|-1.89\|22.79\|23.17\|22.21\|387452;2026-04-20\|22.65\|1.30\|22.38\|22.78\|22.12\|234027;2026-04-21\|22.18\|-2.08\|22.31\|22.45\|21.90\|159447;2026-04-22\|22.40\|0.99\|22.04\|22.44\|21.78\|158513;2026-04-23\|22.38\|-0.09\|22.41\|22.74\|22.22\|223585;2026-04-24\|22.51\|0.58\|22.40\|22.73\|21.47\|244657;2026-04-27\|23.46\|4.22\|22.40\|23.46\|21.66\|390797;2026-04-28\|22.46\|-4.26\|23.23\|23.23\|22.20\|290304;2026-04-29\|22.77\|1.38\|22.01\|23.20\|21.78\|279171;2026-04-30\|23.16\|1.71\|22.94\|24.25\|22.89\|326043;2026-05-06\|25.31\|9.28\|23.62\|25.48\|23.62\|673828;2026-05-07\|27.84\|10.00\|25.63\|27.84\|25.31\|500865;2026-05-08\|29.02\|4.24\|28.28\|29.87\|27.59\|757666;2026-05-11\|31.29\|7.82\|29.14\|31.81\|29.06\|518352;2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.70\|0.24\|16.67\|17.14\|16.57\|102777;2026-07-16\|16.69\|-0.06\|16.60\|17.11\|16.37\|108385;2026-07-17\|15.36\|-7.97\|16.50\|16.77\|15.15\|156869;2026-07-20\|15.11\|-1.63\|15.65\|16.19\|14.78\|151216;2026-07-21\|15.33\|1.46\|15.11\|15.38\|13.85\|157429;2026-07-22\|15.26\|-0.46\|15.10\|15.65\|15.00\|98258
62729	光通信龙头Lumentum预计订单将排满至2028年	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件	2026-03-13\|325.00\|-2.71\|323.18\|333.33\|322.12\|224433;2026-03-16\|311.17\|-4.26\|325.06\|326.60\|301.35\|352004;2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355
62728	光通信龙头Lumentum预计订单将排满至2028年	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	公司预告年报净利润同比增长231.24%-248.86%，“受益于算力投资持续增长，高速率产品需求快速提升，公司销售收入和净利润大幅增加”	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;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754
62727	光通信龙头Lumentum预计订单将排满至2028年	涨停揭秘：光模块巨头Lumentum订单排满至2028年，高速光模块散热需求激增，公司液冷模组及VC均已在头部服务器厂商批量应用，直接受益光通信高景气外溢；涨停缘由：AI算力爆发带动光模块升级，CPO等新技术路径对热管理提出更高要求；资金逻辑：资金接力存储板块，聚焦光通信上游高确定性配套环节，液冷+VC双技术路线提供业绩弹性与安全边际；风险提示：液冷业务占比仍较低，光模块客户认证周期长，短期业绩释放节奏取决于下游扩产进度	1、公司宜兴子公司主营产品包括液冷模组等，建立相关技术储备和产品线，为国内外多家服务器企业提供液冷等全方位的管理综合解决方案； 2、公司VC产品在高速光模块中的市场化应用加速落地	2026-03-13\|53.78\|-0.63\|53.80\|55.30\|53.30\|77913;2026-03-16\|56.35\|4.78\|53.77\|56.50\|52.88\|144466;2026-03-17\|52.20\|-7.36\|56.35\|56.40\|52.15\|147847;2026-03-18\|54.20\|3.83\|53.19\|54.42\|51.68\|108486;2026-03-19\|51.80\|-4.43\|53.10\|53.33\|51.52\|98521;2026-03-20\|49.95\|-3.57\|51.82\|52.87\|49.94\|99212;2026-03-23\|46.40\|-7.11\|48.56\|49.16\|45.90\|102960;2026-03-24\|47.32\|1.98\|47.50\|47.66\|45.46\|65293;2026-03-25\|50.24\|6.17\|48.50\|51.70\|48.31\|127085;2026-03-26\|48.75\|-2.97\|50.08\|50.46\|48.46\|61769;2026-03-27\|49.05\|0.62\|47.67\|50.12\|47.13\|67843;2026-03-30\|48.80\|-0.51\|48.20\|49.00\|47.74\|47679;2026-03-31\|47.74\|-2.17\|48.41\|48.87\|47.10\|50102;2026-04-01\|49.48\|3.64\|48.97\|49.50\|48.39\|72687;2026-04-02\|47.24\|-4.53\|48.99\|49.70\|46.94\|61806;2026-04-03\|47.51\|0.57\|47.99\|48.55\|47.36\|48394;2026-04-07\|47.49\|-0.04\|47.51\|48.40\|47.00\|42549;2026-04-08\|51.53\|8.51\|49.59\|51.67\|49.17\|115434;2026-04-09\|52.03\|0.97\|50.91\|52.49\|50.50\|85863;2026-04-10\|52.80\|1.48\|52.54\|53.82\|52.33\|105006;2026-04-13\|53.43\|1.19\|52.41\|53.98\|52.29\|112112;2026-04-14\|54.74\|2.45\|54.04\|55.00\|53.30\|120104;2026-04-15\|54.16\|-1.06\|54.78\|55.63\|53.80\|111621;2026-04-16\|59.64\|10.12\|53.43\|60.22\|53.40\|268720;2026-04-17\|59.64\|0.00\|59.17\|60.98\|58.80\|157395;2026-04-20\|62.00\|3.96\|59.64\|63.50\|58.85\|191302;2026-04-21\|59.93\|-3.34\|59.50\|60.60\|57.79\|157447;2026-04-22\|62.95\|5.04\|59.60\|63.28\|58.40\|165041;2026-04-23\|60.05\|-4.61\|63.00\|63.17\|59.51\|153608;2026-04-24\|58.80\|-2.08\|59.80\|61.49\|58.01\|114236;2026-04-27\|60.71\|3.25\|59.00\|62.46\|58.99\|125178;2026-04-28\|58.00\|-4.46\|60.01\|60.98\|57.56\|113837;2026-04-29\|55.68\|-4.00\|55.43\|56.83\|55.10\|151853;2026-04-30\|54.38\|-2.33\|55.61\|56.40\|53.44\|115164;2026-05-06\|57.35\|5.46\|55.19\|59.32\|55.19\|157407;2026-05-07\|60.21\|4.99\|58.36\|60.60\|56.56\|135685;2026-05-08\|60.76\|0.91\|59.01\|61.60\|58.39\|126873;2026-05-11\|65.43\|7.69\|60.89\|65.48\|60.42\|241679;2026-05-12\|63.31\|-3.24\|65.25\|65.30\|62.80\|145890;2026-05-13\|64.44\|1.78\|63.00\|65.19\|62.50\|129663;2026-05-14\|61.55\|-4.48\|64.50\|64.80\|61.55\|138605;2026-05-15\|60.03\|-2.47\|61.90\|62.80\|58.78\|136256;2026-05-18\|59.39\|-1.07\|59.67\|61.38\|58.10\|103331;2026-05-19\|60.31\|1.55\|59.44\|61.00\|56.94\|123921;2026-05-20\|63.70\|5.62\|60.00\|65.41\|58.80\|202335;2026-05-21\|60.79\|-4.57\|64.00\|66.10\|60.00\|189679;2026-05-22\|64.25\|5.69\|61.88\|64.93\|61.00\|140899;2026-05-25\|66.55\|3.58\|63.53\|66.55\|62.90\|217540;2026-05-26\|63.73\|-4.24\|65.80\|66.72\|62.80\|181498;2026-05-27\|62.98\|-1.18\|65.30\|66.55\|62.05\|181656;2026-05-28\|63.85\|1.38\|62.46\|64.22\|61.56\|137068;2026-05-29\|56.16\|-11.01\|63.59\|63.66\|55.60\|226449;2026-06-01\|58.00\|3.28\|56.53\|60.37\|55.26\|184373;2026-06-02\|58.04\|0.07\|56.84\|59.66\|55.51\|148465;2026-06-03\|54.90\|-5.41\|57.80\|58.19\|54.06\|237059;2026-06-04\|56.12\|2.22\|54.70\|58.88\|54.41\|199839;2026-06-05\|56.70\|1.03\|55.18\|59.25\|53.53\|203460;2026-06-08\|51.44\|-9.28\|53.40\|54.70\|50.69\|172566;2026-06-09\|54.31\|5.58\|52.88\|54.44\|51.64\|127337;2026-06-10\|52.84\|-2.71\|54.80\|57.66\|52.30\|152461;2026-06-11\|53.91\|2.02\|52.69\|55.48\|51.66\|132095;2026-06-12\|52.73\|-2.19\|55.60\|55.84\|51.30\|160053;2026-06-15\|57.06\|8.21\|52.98\|57.15\|52.74\|176178;2026-06-16\|57.80\|1.30\|56.99\|58.40\|56.24\|124036;2026-06-17\|59.41\|2.79\|56.78\|59.78\|56.42\|137341;2026-06-18\|60.43\|1.72\|58.80\|61.16\|58.35\|137778;2026-06-22\|60.80\|0.61\|61.00\|63.98\|59.29\|170105;2026-06-23\|59.00\|-2.96\|63.65\|63.95\|58.20\|180557;2026-06-24\|58.86\|-0.24\|58.58\|60.08\|56.52\|149696;2026-06-25\|59.40\|0.92\|59.01\|61.18\|58.10\|151573;2026-06-26\|57.41\|-3.35\|57.70\|59.30\|55.06\|159850;2026-06-29\|56.05\|-2.37\|56.66\|60.45\|55.35\|180598;2026-06-30\|61.00\|8.83\|55.31\|61.28\|54.83\|224018;2026-07-01\|58.26\|-4.49\|60.99\|61.90\|57.70\|146715;2026-07-02\|58.00\|-0.45\|57.00\|61.56\|55.51\|194637;2026-07-03\|62.01\|6.91\|58.85\|65.66\|58.78\|272170;2026-07-06\|74.41\|20.00\|62.80\|74.41\|62.05\|465692;2026-07-07\|69.38\|-6.76\|72.19\|72.98\|67.77\|376463;2026-07-08\|65.61\|-5.43\|70.77\|71.00\|65.29\|197398;2026-07-09\|68.36\|4.19\|66.92\|68.55\|62.80\|228530;2026-07-10\|69.61\|1.83\|69.18\|74.63\|68.37\|261875;2026-07-13\|63.22\|-9.18\|68.83\|71.00\|62.67\|192322;2026-07-14\|67.14\|6.20\|63.68\|67.59\|58.52\|251876;2026-07-15\|67.79\|0.97\|66.92\|70.40\|65.50\|209902;2026-07-16\|66.82\|-1.43\|67.25\|72.50\|65.01\|259732;2026-07-17\|54.50\|-18.44\|65.93\|65.98\|54.40\|327599;2026-07-20\|48.13\|-11.69\|56.00\|56.65\|46.00\|277342;2026-07-21\|51.12\|6.21\|50.17\|51.29\|43.17\|220578;2026-07-22\|49.81\|-2.56\|51.00\|53.30\|49.46\|186669
62726	光通信龙头Lumentum预计订单将排满至2028年	涨停揭秘：公司3um设备已通过多家客户测试并开始分批下单，适配400GHz/800GHz光模块封装，受益于Lumentum订单排满至2028年行业高景气；涨停缘由：光模块升级加速带动高精度封装设备需求，国产替代逻辑强化；公司设备进入头部客户供应链验证期；资金逻辑：4月16日主力净流入1979.77万元，资金提前布局光通信上游设备环节，板块整体获AI算力基建预期驱动；风险提示：2025年净利润同比下滑61.4%，2026年Q1营收降35.29%、净利降93.52%，经营承压，短期业绩与题材存在背离	公司3um设备用在400GHz和800GHz光模块封装，已有多家客户通过测试，有客户已开始分批下单采购，同时国内光通讯行业龙头企业将采用此设备做产品测试	2026-03-13\|47.14\|-3.30\|48.75\|48.75\|47.08\|27441;2026-03-16\|46.11\|-2.19\|46.98\|47.07\|45.60\|26312;2026-03-17\|46.54\|0.93\|46.15\|48.19\|46.15\|30030;2026-03-18\|46.78\|0.52\|46.85\|47.28\|46.10\|20269;2026-03-19\|45.56\|-2.61\|46.28\|46.80\|45.38\|20806;2026-03-20\|43.98\|-3.47\|45.55\|46.12\|43.89\|19440;2026-03-23\|39.45\|-10.30\|41.30\|43.98\|39.40\|34679;2026-03-24\|42.11\|6.74\|40.50\|42.30\|40.05\|28505;2026-03-25\|44.20\|4.96\|43.00\|45.22\|42.15\|41953;2026-03-26\|44.31\|0.25\|44.36\|45.00\|43.38\|27854;2026-03-27\|44.07\|-0.54\|43.41\|44.29\|42.91\|14979;2026-03-30\|43.22\|-1.93\|43.04\|43.84\|42.77\|17833;2026-03-31\|42.25\|-2.24\|43.31\|43.85\|41.98\|22770;2026-04-01\|41.80\|-1.07\|43.00\|43.57\|41.73\|23011;2026-04-02\|40.72\|-2.58\|42.58\|42.58\|40.00\|26169;2026-04-03\|38.85\|-4.59\|40.50\|40.86\|38.75\|29348;2026-04-07\|38.35\|-1.29\|39.82\|39.87\|38.30\|26202;2026-04-08\|41.60\|8.47\|39.31\|42.97\|39.07\|65642;2026-04-09\|40.31\|-3.10\|41.40\|41.43\|40.18\|31576;2026-04-10\|39.95\|-0.89\|41.19\|41.72\|39.92\|31462;2026-04-13\|39.53\|-1.05\|39.80\|40.34\|38.82\|34418;2026-04-14\|40.47\|2.38\|39.65\|41.36\|39.58\|46834;2026-04-15\|40.84\|0.91\|40.68\|41.20\|39.97\|34217;2026-04-16\|45.20\|10.68\|40.12\|45.68\|40.06\|84355;2026-04-17\|45.10\|-0.22\|44.63\|45.59\|44.05\|61741;2026-04-20\|45.35\|0.55\|44.76\|45.73\|42.76\|61548;2026-04-21\|44.24\|-2.45\|45.34\|45.68\|43.77\|39978;2026-04-22\|45.66\|3.21\|43.93\|46.14\|43.50\|47265;2026-04-23\|44.38\|-2.80\|45.66\|45.88\|44.00\|42877;2026-04-24\|45.17\|1.78\|44.58\|45.97\|43.00\|46785;2026-04-27\|46.12\|2.10\|44.89\|46.50\|44.20\|47796;2026-04-28\|46.73\|1.32\|46.07\|49.18\|45.91\|62706;2026-04-29\|47.30\|1.22\|44.66\|47.77\|44.66\|60873;2026-04-30\|48.67\|2.90\|47.07\|49.49\|47.00\|52910;2026-05-06\|50.79\|4.36\|48.93\|50.98\|48.67\|63482;2026-05-07\|49.92\|-1.71\|50.78\|50.95\|49.50\|43618;2026-05-08\|49.97\|0.10\|49.56\|50.48\|49.00\|40108;2026-05-11\|52.57\|5.20\|50.21\|53.87\|50.21\|66745;2026-05-12\|54.40\|3.48\|52.66\|55.03\|51.66\|75490;2026-05-13\|56.40\|3.68\|54.66\|57.38\|54.08\|70359;2026-05-14\|55.50\|-1.60\|56.40\|58.10\|55.50\|68888;2026-05-15\|55.00\|-0.90\|55.80\|56.05\|53.36\|63172;2026-05-18\|55.96\|1.75\|54.59\|56.80\|54.45\|38861;2026-05-19\|55.43\|-0.95\|56.00\|56.90\|54.70\|39205;2026-05-20\|55.99\|1.01\|55.43\|58.28\|55.15\|54142;2026-05-21\|52.57\|-6.11\|56.37\|56.37\|52.50\|59773;2026-05-22\|54.41\|3.50\|53.68\|54.72\|52.35\|40348;2026-05-25\|53.99\|-0.77\|55.00\|56.33\|53.50\|50487;2026-05-26\|52.20\|-3.32\|53.80\|53.99\|50.35\|41696;2026-05-27\|50.10\|-4.02\|52.43\|52.88\|49.65\|37013;2026-05-28\|51.72\|3.23\|50.30\|52.10\|49.19\|29480;2026-05-29\|46.93\|-9.26\|52.40\|52.50\|46.60\|58645;2026-06-01\|45.70\|-2.62\|47.26\|47.93\|45.50\|33857;2026-06-02\|50.09\|9.61\|44.81\|50.54\|44.22\|60060;2026-06-03\|49.26\|-1.66\|51.27\|51.66\|48.60\|42937;2026-06-04\|49.16\|-0.20\|49.30\|51.86\|47.90\|32748;2026-06-05\|49.38\|0.45\|49.66\|50.99\|48.22\|36519;2026-06-08\|46.03\|-6.78\|49.00\|49.00\|45.45\|42798;2026-06-09\|47.20\|2.54\|47.29\|47.49\|45.46\|28295;2026-06-10\|44.59\|-5.53\|47.34\|47.34\|43.87\|37206;2026-06-11\|43.09\|-3.36\|44.67\|44.67\|41.80\|49871;2026-06-12\|43.10\|0.02\|43.60\|44.20\|42.20\|57569;2026-06-15\|43.26\|0.37\|43.71\|44.77\|42.56\|40930;2026-06-16\|44.32\|2.45\|43.48\|44.82\|41.70\|48636;2026-06-17\|43.32\|-2.26\|44.02\|46.48\|43.02\|46458;2026-06-18\|45.97\|6.12\|44.00\|46.77\|42.32\|61643;2026-06-22\|43.18\|-5.99\|45.99\|47.29\|42.36\|63945;2026-06-23\|45.00\|4.21\|42.75\|46.18\|42.70\|66029;2026-06-24\|51.96\|15.47\|45.44\|52.16\|45.03\|104488;2026-06-25\|53.67\|3.29\|52.40\|55.75\|51.45\|107870;2026-06-26\|53.96\|0.54\|53.00\|55.52\|51.55\|77859;2026-06-29\|52.48\|-2.74\|53.96\|54.98\|50.53\|69057;2026-06-30\|54.90\|4.61\|53.49\|55.00\|48.00\|91707;2026-07-01\|54.75\|-0.27\|57.00\|59.00\|54.72\|97822;2026-07-02\|54.31\|-0.80\|53.05\|56.75\|52.53\|62181;2026-07-03\|57.45\|5.78\|54.74\|59.88\|54.05\|131178;2026-07-06\|53.25\|-7.31\|58.50\|58.77\|53.08\|81735;2026-07-07\|49.85\|-6.38\|52.77\|53.74\|49.51\|63681;2026-07-08\|47.57\|-4.57\|49.81\|49.98\|47.40\|51943;2026-07-09\|51.01\|7.23\|47.57\|51.33\|45.86\|69560;2026-07-10\|48.55\|-4.82\|52.54\|52.54\|48.06\|76335;2026-07-13\|44.54\|-8.26\|47.58\|48.50\|44.19\|55591;2026-07-14\|44.89\|0.79\|44.81\|45.66\|43.01\|37264;2026-07-15\|45.03\|0.31\|45.05\|46.94\|43.86\|43330;2026-07-16\|43.32\|-3.80\|45.25\|45.64\|42.76\|38808;2026-07-17\|38.43\|-11.29\|42.45\|43.98\|38.34\|70174;2026-07-20\|32.32\|-15.90\|39.18\|39.54\|30.89\|103555;2026-07-21\|34.50\|6.75\|32.00\|34.50\|29.10\|72563;2026-07-22\|33.68\|-2.38\|34.68\|35.14\|33.00\|43139
62725	光通信龙头Lumentum预计订单将排满至2028年	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：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5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-13\|17.09\|-2.68\|17.31\|18.26\|17.03\|912175;2026-03-16\|16.67\|-2.46\|17.17\|17.20\|16.26\|687368;2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705;2026-07-13\|16.20\|-10.00\|17.09\|17.31\|16.20\|695217;2026-07-14\|16.37\|1.05\|15.22\|16.52\|14.68\|848222;2026-07-15\|15.60\|-4.70\|16.26\|16.40\|15.55\|553401;2026-07-16\|14.78\|-5.26\|15.26\|15.65\|14.70\|537465;2026-07-17\|13.50\|-8.66\|14.65\|14.76\|13.31\|620639;2026-07-20\|12.85\|-4.81\|13.98\|14.22\|12.45\|661764;2026-07-21\|13.75\|7.00\|13.08\|13.79\|11.57\|833270;2026-07-22\|13.37\|-2.76\|13.28\|13.90\|13.24\|573333
62724	光通信龙头Lumentum预计订单将排满至2028年	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-13\|11.25\|-1.40\|11.36\|11.98\|11.16\|1530421;2026-03-16\|10.85\|-3.56\|11.22\|11.37\|10.55\|1082235;2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912
62723	光通信龙头Lumentum预计订单将排满至2028年	硅光芯片+CPO+功能性器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用； 2、公司电池类功能性器件及复合集流体产品可应用于半固态/固态电池，已与北京、苏州等地固态电池领域知名企业开展合作	2026-03-13\|58.30\|-2.03\|58.70\|63.68\|58.00\|123991;2026-03-16\|64.13\|10.00\|58.99\|64.13\|57.30\|99123;2026-03-17\|57.72\|-10.00\|66.00\|66.00\|57.72\|111661;2026-03-18\|63.49\|10.00\|55.50\|63.49\|54.04\|174951;2026-03-19\|66.20\|4.27\|64.19\|68.84\|61.59\|167177;2026-03-20\|61.21\|-7.54\|67.19\|68.00\|61.21\|134387;2026-03-23\|56.99\|-6.89\|58.56\|60.60\|56.05\|86564;2026-03-24\|59.68\|4.72\|58.25\|61.21\|55.77\|97410;2026-03-25\|65.65\|10.00\|60.60\|65.65\|59.85\|73489;2026-03-26\|64.31\|-2.04\|66.00\|68.00\|64.00\|110001;2026-03-27\|64.19\|-0.19\|63.36\|65.55\|60.60\|81821;2026-03-30\|63.66\|-0.83\|63.66\|65.40\|62.31\|59034;2026-03-31\|65.62\|3.08\|62.38\|66.66\|60.07\|121225;2026-04-01\|64.25\|-2.09\|68.00\|68.15\|63.01\|102958;2026-04-02\|62.09\|-3.36\|63.54\|65.45\|61.50\|69145;2026-04-03\|61.46\|-1.01\|63.33\|64.98\|61.36\|73531;2026-04-07\|61.88\|0.68\|60.83\|64.15\|59.50\|80778;2026-04-08\|64.37\|4.02\|63.18\|64.45\|62.19\|95049;2026-04-09\|66.26\|2.94\|63.06\|67.30\|63.06\|94888;2026-04-10\|69.98\|5.61\|67.03\|71.00\|64.67\|141926;2026-04-13\|70.14\|0.23\|68.85\|72.00\|68.01\|115461;2026-04-14\|70.04\|-0.14\|70.03\|71.50\|68.18\|98781;2026-04-15\|68.88\|-1.66\|70.00\|71.32\|68.50\|78061;2026-04-16\|75.77\|10.00\|68.80\|75.77\|68.20\|64468;2026-04-17\|83.35\|10.00\|79.00\|83.35\|78.08\|112518;2026-04-20\|91.69\|10.01\|87.35\|91.69\|83.33\|193844;2026-04-21\|90.30\|-1.52\|92.02\|94.00\|89.06\|133172;2026-04-22\|91.36\|1.17\|90.40\|92.95\|89.00\|99167;2026-04-23\|94.66\|3.61\|91.92\|98.00\|91.90\|112735;2026-04-24\|91.07\|-3.79\|94.00\|96.41\|87.52\|120067;2026-04-27\|88.92\|-2.36\|91.96\|92.49\|87.60\|76057;2026-04-28\|84.94\|-4.48\|88.89\|89.99\|84.13\|63518;2026-04-29\|86.21\|1.50\|84.65\|87.24\|83.50\|48585;2026-04-30\|81.44\|-5.53\|86.00\|87.44\|81.37\|59837;2026-05-06\|84.86\|4.20\|83.48\|87.46\|83.48\|65198;2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154
62722	AI电力需求驱动行业景气上行	燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-03-13\|32.85\|-5.00\|34.10\|34.30\|32.73\|627780;2026-03-16\|32.38\|-1.43\|33.16\|33.44\|31.19\|457871;2026-03-17\|31.76\|-1.91\|32.50\|32.98\|31.52\|357237;2026-03-18\|32.44\|2.14\|31.81\|32.55\|31.56\|350353;2026-03-19\|30.82\|-4.99\|31.88\|32.26\|30.48\|480827;2026-03-20\|31.02\|0.65\|31.13\|31.49\|30.36\|454938;2026-03-23\|29.44\|-5.09\|30.31\|30.90\|29.10\|471704;2026-03-24\|30.82\|4.69\|30.24\|31.18\|29.99\|407170;2026-03-25\|31.96\|3.70\|31.35\|33.01\|31.34\|524227;2026-03-26\|31.19\|-2.41\|31.96\|31.99\|30.90\|292945;2026-03-27\|31.59\|1.28\|30.50\|32.28\|30.28\|365676;2026-03-30\|31.75\|0.51\|30.95\|32.40\|30.70\|290134;2026-03-31\|31.33\|-1.32\|32.00\|33.07\|31.20\|328796;2026-04-01\|32.29\|3.06\|32.11\|33.03\|32.06\|313399;2026-04-02\|32.26\|-0.09\|32.35\|34.00\|31.91\|398062;2026-04-03\|32.80\|1.67\|32.89\|33.39\|32.32\|258257;2026-04-07\|32.45\|-1.07\|33.08\|33.68\|31.24\|442078;2026-04-08\|35.00\|7.86\|33.60\|35.70\|33.14\|583924;2026-04-09\|36.76\|5.03\|34.00\|37.48\|34.00\|490414;2026-04-10\|40.44\|10.01\|39.50\|40.44\|39.50\|446848;2026-04-13\|41.20\|1.88\|39.22\|41.50\|38.50\|897451;2026-04-14\|38.68\|-6.12\|40.61\|41.15\|38.11\|651784;2026-04-15\|36.92\|-4.55\|38.55\|39.05\|36.78\|539386;2026-04-16\|39.00\|5.63\|36.73\|39.50\|36.51\|529544;2026-04-17\|38.21\|-2.03\|38.60\|39.59\|37.81\|333093;2026-04-20\|38.20\|-0.03\|38.21\|39.70\|37.52\|437442;2026-04-21\|37.88\|-0.84\|37.86\|38.18\|36.67\|302738;2026-04-22\|39.41\|4.04\|37.77\|39.65\|37.20\|458001;2026-04-23\|42.26\|7.23\|41.53\|43.35\|41.12\|931195;2026-04-24\|40.40\|-4.40\|43.06\|43.06\|39.70\|587807;2026-04-27\|39.51\|-2.20\|40.39\|40.40\|38.71\|457398;2026-04-28\|39.40\|-0.28\|39.51\|40.10\|39.00\|353477;2026-04-29\|39.87\|1.19\|38.75\|41.08\|38.58\|356936;2026-04-30\|38.57\|-3.26\|41.97\|42.38\|38.51\|579759;2026-05-06\|39.66\|2.83\|39.30\|40.66\|38.70\|506620;2026-05-07\|39.00\|-1.66\|39.52\|39.66\|37.24\|578846;2026-05-08\|38.33\|-1.72\|38.06\|39.33\|38.02\|284220;2026-05-11\|37.89\|-1.15\|38.20\|38.47\|37.11\|388033;2026-05-12\|37.63\|-0.69\|37.95\|38.30\|36.70\|308695;2026-05-13\|41.39\|9.99\|37.88\|41.39\|37.60\|619803;2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.26\|-5.42\|32.70\|32.70\|30.75\|346517;2026-07-14\|31.48\|0.70\|31.30\|31.85\|30.38\|303764;2026-07-15\|30.67\|-2.57\|31.30\|31.75\|30.06\|246907;2026-07-16\|29.30\|-4.47\|30.15\|30.38\|29.16\|241413;2026-07-17\|28.00\|-4.44\|29.00\|29.30\|27.37\|323081;2026-07-20\|28.68\|2.43\|28.28\|29.49\|28.13\|347939;2026-07-21\|28.84\|0.56\|29.20\|29.20\|28.21\|265595;2026-07-22\|29.76\|3.19\|28.97\|30.59\|28.65\|324135
62721	AI电力需求驱动行业景气上行	燃气轮机+储能+业绩增长+央企行业原因：据财闻4月15日报道，AI缺电叙事强化，全球电网升级需求陡增，国内“十五五”电网投资四万亿提升需求确定性。公司原因： 1、据2026年4月1日公告，2025年公司实现营业总收入786.15亿元，同比增长12.80%；归母净利润38.31亿元，同比增长31.11%。 2、据中信建投2026年3月4日研报，公司G50重型燃机已出口哈萨克斯坦3台。 3、据2025年11月11日互动易，公司具备电化学、氢储、全钒液流等多种新型储能技术，可提供系统集成及核心设备成套。 4、据2026年4月1日公告，公司控股股东为中国东方电气集团，最终控制人为国务院国资委。	公司是国内自主重型燃机龙头，年报净利润同比增长31.11%	2026-03-13\|38.40\|-5.11\|40.05\|40.62\|38.27\|1175332;2026-03-16\|38.73\|0.86\|38.40\|39.48\|37.10\|1103840;2026-03-17\|37.60\|-2.92\|39.01\|39.33\|37.46\|916238;2026-03-18\|40.17\|6.84\|38.00\|40.65\|37.22\|1345095;2026-03-19\|38.50\|-4.16\|38.60\|39.63\|38.02\|1055431;2026-03-20\|36.90\|-4.16\|39.28\|40.32\|36.40\|1471618;2026-03-23\|35.62\|-3.47\|36.44\|36.85\|35.22\|1025484;2026-03-24\|37.13\|4.24\|36.66\|37.90\|36.11\|1066660;2026-03-25\|37.83\|1.89\|38.94\|39.38\|37.58\|1021335;2026-03-26\|36.69\|-3.01\|37.82\|37.83\|36.50\|603022;2026-03-27\|36.14\|-1.50\|36.28\|37.00\|35.63\|561350;2026-03-30\|35.79\|-0.97\|35.76\|36.19\|34.83\|576704;2026-03-31\|35.05\|-2.07\|35.89\|36.60\|34.89\|549667;2026-04-01\|38.28\|9.22\|36.79\|38.56\|36.55\|1584566;2026-04-02\|37.31\|-2.53\|37.71\|38.60\|37.18\|854880;2026-04-03\|36.86\|-1.21\|37.60\|37.79\|36.56\|486318;2026-04-07\|34.82\|-5.53\|36.56\|36.86\|34.75\|786432;2026-04-08\|38.30\|9.99\|36.74\|38.30\|36.74\|1181470;2026-04-09\|38.31\|0.03\|37.90\|38.98\|37.35\|1063592;2026-04-10\|39.51\|3.13\|39.16\|40.38\|38.60\|1235581;2026-04-13\|39.72\|0.53\|38.96\|40.20\|38.60\|849619;2026-04-14\|38.93\|-1.99\|40.50\|40.61\|37.82\|1102851;2026-04-15\|38.22\|-1.82\|38.93\|39.36\|38.02\|739982;2026-04-16\|42.04\|9.99\|38.87\|42.04\|38.87\|1521451;2026-04-17\|41.72\|-0.76\|42.50\|42.98\|41.00\|1159557;2026-04-20\|42.51\|1.89\|41.36\|42.99\|40.96\|1034741;2026-04-21\|42.01\|-1.18\|42.13\|42.96\|41.78\|618892;2026-04-22\|42.21\|0.48\|41.90\|42.28\|40.61\|855406;2026-04-23\|43.82\|3.81\|43.98\|45.25\|42.61\|1402000;2026-04-24\|41.47\|-5.36\|44.05\|44.20\|41.11\|949361;2026-04-27\|40.35\|-2.70\|41.48\|41.80\|39.79\|747341;2026-04-28\|39.54\|-2.01\|39.98\|40.75\|39.36\|554533;2026-04-29\|39.96\|1.06\|39.40\|40.17\|38.57\|614873;2026-04-30\|39.01\|-2.38\|40.65\|40.79\|38.18\|911475;2026-05-06\|40.64\|4.18\|39.65\|41.20\|39.54\|1061993;2026-05-07\|40.12\|-1.28\|41.04\|41.50\|39.70\|795272;2026-05-08\|37.72\|-5.98\|39.40\|39.50\|37.50\|1301394;2026-05-11\|38.06\|0.90\|37.72\|38.95\|37.65\|913115;2026-05-12\|38.50\|1.16\|38.15\|39.37\|37.36\|909240;2026-05-13\|40.85\|6.10\|38.77\|41.30\|38.06\|1438757;2026-05-14\|38.48\|-5.80\|41.15\|41.17\|38.45\|1079444;2026-05-15\|39.07\|1.53\|38.88\|40.15\|37.00\|1025587;2026-05-18\|39.97\|2.30\|38.36\|41.14\|38.10\|1032244;2026-05-19\|38.99\|-2.45\|39.94\|39.94\|37.90\|742336;2026-05-20\|37.21\|-4.57\|38.67\|38.69\|36.67\|951348;2026-05-21\|36.12\|-2.93\|37.58\|37.65\|36.00\|694064;2026-05-22\|36.05\|-0.19\|36.04\|36.47\|35.60\|574160;2026-05-25\|37.02\|2.69\|36.50\|37.05\|35.55\|643747;2026-05-26\|35.69\|-3.59\|36.50\|36.53\|35.20\|486968;2026-05-27\|36.05\|1.01\|35.59\|36.96\|35.50\|592101;2026-05-28\|36.92\|2.41\|36.00\|37.25\|35.34\|641059;2026-05-29\|35.23\|-4.58\|36.86\|36.86\|35.00\|593522;2026-06-01\|35.30\|0.20\|35.08\|36.33\|34.36\|511328;2026-06-02\|33.07\|-6.32\|35.07\|35.09\|32.02\|961847;2026-06-03\|33.41\|1.03\|32.72\|33.97\|32.55\|643251;2026-06-04\|33.83\|1.26\|33.00\|34.28\|32.80\|626725;2026-06-05\|32.88\|-2.81\|34.35\|34.52\|32.72\|568041;2026-06-08\|31.03\|-5.63\|31.66\|32.40\|30.58\|748614;2026-06-09\|31.80\|2.48\|31.63\|31.86\|30.81\|511881;2026-06-10\|30.12\|-5.28\|31.48\|31.55\|29.89\|739060;2026-06-11\|29.49\|-2.09\|29.40\|30.00\|29.06\|652404;2026-06-12\|30.30\|2.75\|30.00\|31.23\|30.00\|728228;2026-06-15\|31.25\|3.14\|30.91\|31.30\|30.48\|587148;2026-06-16\|31.07\|-0.58\|31.26\|31.54\|30.75\|509017;2026-06-17\|31.71\|2.06\|31.08\|32.44\|31.01\|652947;2026-06-18\|32.56\|2.68\|31.72\|33.99\|31.72\|917242;2026-06-22\|33.03\|1.44\|32.58\|33.03\|31.69\|800731;2026-06-23\|30.84\|-6.63\|32.54\|32.66\|30.80\|743584;2026-06-24\|30.38\|-1.49\|30.48\|30.90\|30.08\|620615;2026-06-25\|30.13\|-0.82\|30.26\|30.83\|29.83\|685675;2026-06-26\|28.47\|-5.51\|30.36\|30.64\|28.40\|664707;2026-06-29\|28.97\|1.76\|28.79\|29.58\|28.53\|541668;2026-06-30\|28.77\|-0.69\|28.80\|29.09\|28.23\|586326;2026-07-01\|28.90\|0.45\|28.82\|30.20\|28.71\|675176;2026-07-02\|27.91\|-3.43\|28.50\|28.85\|27.86\|548862;2026-07-03\|28.89\|3.51\|27.88\|29.33\|27.81\|627938;2026-07-06\|29.77\|3.05\|29.29\|30.89\|29.10\|895167;2026-07-07\|28.40\|-4.60\|29.82\|30.07\|28.29\|585826;2026-07-08\|27.71\|-2.43\|28.28\|28.67\|27.68\|414478;2026-07-09\|27.87\|0.58\|27.72\|28.06\|26.75\|506317;2026-07-10\|28.14\|0.97\|28.25\|29.33\|28.04\|560597;2026-07-13\|26.90\|-4.41\|28.15\|28.42\|26.81\|477791;2026-07-14\|27.38\|1.78\|26.65\|27.38\|25.85\|537950;2026-07-15\|26.45\|-3.40\|27.11\|27.21\|26.36\|366773;2026-07-16\|25.82\|-2.38\|26.23\|26.68\|25.70\|428934;2026-07-17\|24.87\|-3.68\|25.82\|25.96\|24.60\|440678;2026-07-20\|25.19\|1.29\|25.00\|25.79\|24.60\|510938;2026-07-21\|26.18\|3.93\|25.38\|26.47\|24.88\|567531;2026-07-22\|26.14\|-0.15\|26.15\|26.71\|25.84\|443619
62720	AI电力需求驱动行业景气上行	燃气轮机+拟投资轮胎装备+轮胎模具 1、据2025年年度报告及2026年4月7日投资者关系活动记录表，公司大型零部件机械产品以风电、燃气轮机零部件为主，6.5万吨高端铸造产能已投产，产能可在风电与燃气轮机之间切换。 2、据2026年4月16日公告，全资子公司豪迈机械科技(日照)拟投资建设“高端轮胎绿色硫化装备及关键部件产业化项目”，投资总额预计7.11亿元。项目规划占地183.7亩，建设期约4年，建成后可年产高端轮胎绿色硫化装备模壳等产品2万套、关键部件0.6万套。投资资金来源为自有资金或自筹资金。 3、据2026年3月31日披露的2025年年度报告，公司轮胎模具业务2025年实现营收55.09亿元，同比增长18.44%，毛利率39.98%，为全球技术领先、产能最大的轮胎模具制造商。	公司是 GE、西门子、三菱等全球龙头的冷端缸体 / 环类核心供应商，具备铸造 - 加工一体化能力	2026-03-13\|90.71\|-1.40\|91.80\|92.20\|90.36\|29754;2026-03-16\|88.75\|-2.16\|90.49\|90.49\|85.16\|63464;2026-03-17\|89.00\|0.28\|88.51\|90.00\|87.60\|32625;2026-03-18\|89.21\|0.24\|88.88\|90.10\|87.41\|48456;2026-03-19\|86.68\|-2.84\|87.91\|88.37\|86.35\|33880;2026-03-20\|86.09\|-0.68\|87.68\|89.66\|85.74\|42043;2026-03-23\|83.56\|-2.94\|84.74\|86.00\|83.00\|50556;2026-03-24\|85.38\|2.18\|84.82\|86.00\|83.80\|32632;2026-03-25\|86.24\|1.01\|86.99\|88.29\|85.99\|31816;2026-03-26\|83.40\|-3.29\|86.21\|86.21\|83.07\|39422;2026-03-27\|83.13\|-0.32\|82.50\|84.08\|81.56\|36993;2026-03-30\|82.80\|-0.40\|82.75\|83.75\|81.60\|33260;2026-03-31\|79.18\|-4.37\|81.38\|81.98\|75.61\|116523;2026-04-01\|80.51\|1.68\|80.20\|81.82\|76.80\|67250;2026-04-02\|78.80\|-2.12\|80.53\|80.76\|78.26\|38026;2026-04-03\|78.86\|0.08\|79.30\|79.43\|78.22\|22446;2026-04-07\|77.36\|-1.90\|78.93\|79.27\|77.00\|36572;2026-04-08\|83.06\|7.37\|79.32\|83.36\|79.06\|56526;2026-04-09\|80.90\|-2.60\|82.03\|82.89\|80.66\|34360;2026-04-10\|83.10\|2.72\|81.70\|84.16\|81.21\|36336;2026-04-13\|81.97\|-1.36\|82.51\|82.68\|81.31\|28761;2026-04-14\|82.39\|0.51\|83.00\|83.00\|80.80\|32047;2026-04-15\|80.93\|-1.77\|82.39\|82.98\|80.61\|30008;2026-04-16\|89.02\|10.00\|83.02\|89.02\|83.02\|61016;2026-04-17\|90.50\|1.66\|91.49\|93.55\|89.88\|72644;2026-04-20\|88.45\|-2.27\|90.17\|91.75\|87.61\|50382;2026-04-21\|88.20\|-0.28\|88.45\|89.19\|86.50\|45560;2026-04-22\|91.83\|4.12\|87.66\|92.47\|87.40\|57302;2026-04-23\|90.86\|-1.06\|94.70\|98.50\|90.33\|62753;2026-04-24\|89.24\|-1.78\|90.50\|91.55\|87.91\|35291;2026-04-27\|87.44\|-2.02\|89.22\|89.86\|87.00\|34211;2026-04-28\|87.56\|0.14\|87.45\|88.09\|86.79\|25827;2026-04-29\|90.11\|2.91\|87.56\|90.66\|87.17\|39748;2026-04-30\|87.45\|-2.95\|88.00\|89.70\|85.60\|58320;2026-05-06\|89.95\|2.86\|87.53\|91.21\|87.40\|56836;2026-05-07\|87.35\|-2.89\|89.96\|89.96\|87.13\|49490;2026-05-08\|86.27\|-1.24\|87.10\|87.10\|83.36\|51265;2026-05-11\|59.21\|0.68\|59.50\|60.30\|58.50\|77739;2026-05-12\|58.14\|-1.81\|59.22\|59.47\|57.42\|60813;2026-05-13\|59.79\|2.84\|57.95\|60.15\|57.80\|74790;2026-05-14\|59.01\|-1.30\|59.80\|60.88\|58.42\|56366;2026-05-15\|58.97\|-0.07\|59.00\|59.98\|58.41\|53524;2026-05-18\|57.35\|-2.75\|58.55\|58.79\|56.83\|66063;2026-05-19\|57.00\|-0.61\|57.33\|57.67\|55.02\|60849;2026-05-20\|56.86\|-0.25\|56.78\|57.07\|55.30\|47077;2026-05-21\|56.08\|-1.37\|56.99\|57.87\|56.08\|43277;2026-05-22\|56.40\|0.57\|56.08\|57.50\|55.79\|44689;2026-05-25\|55.57\|-1.47\|56.58\|57.00\|55.18\|55099;2026-05-26\|54.15\|-2.56\|55.27\|55.46\|53.89\|53230;2026-05-27\|53.08\|-1.98\|54.17\|54.98\|52.50\|56532;2026-05-28\|52.65\|-0.81\|52.80\|53.07\|51.90\|38735;2026-05-29\|52.31\|-0.65\|53.05\|53.81\|52.31\|64051;2026-06-01\|52.60\|0.55\|52.03\|53.50\|51.68\|47007;2026-06-02\|53.09\|0.93\|52.61\|53.68\|51.31\|55792;2026-06-03\|52.21\|-1.66\|53.09\|54.04\|51.81\|55841;2026-06-04\|52.24\|0.06\|52.08\|52.77\|51.78\|39207;2026-06-05\|50.79\|-2.78\|52.24\|52.43\|50.51\|58547;2026-06-08\|49.20\|-3.13\|50.10\|51.29\|48.61\|93463;2026-06-09\|51.63\|4.94\|49.17\|52.21\|48.50\|86654;2026-06-10\|50.78\|-1.65\|51.00\|51.86\|50.00\|40309;2026-06-11\|50.02\|-1.50\|50.69\|50.84\|49.80\|38187;2026-06-12\|48.12\|-3.80\|50.80\|51.13\|48.12\|101271;2026-06-15\|49.37\|2.60\|50.12\|50.30\|48.49\|77619;2026-06-16\|48.09\|-2.59\|49.49\|50.77\|47.89\|93409;2026-06-17\|49.50\|2.93\|48.11\|51.33\|47.88\|97522;2026-06-18\|50.48\|1.98\|49.53\|51.68\|49.22\|78002;2026-06-22\|49.80\|-1.35\|50.16\|50.47\|48.76\|65721;2026-06-23\|48.47\|-2.67\|49.78\|50.50\|48.13\|54565;2026-06-24\|48.10\|-0.76\|48.18\|48.50\|47.55\|37271;2026-06-25\|47.64\|-0.96\|48.10\|48.80\|47.45\|45460;2026-06-26\|46.74\|-1.89\|47.70\|47.88\|46.55\|66672;2026-06-29\|46.90\|0.34\|46.61\|47.32\|45.57\|49628;2026-06-30\|46.60\|-0.64\|46.91\|47.37\|45.46\|55877;2026-07-01\|46.49\|-0.24\|46.60\|47.49\|46.35\|37771;2026-07-02\|46.53\|0.09\|46.03\|47.80\|45.48\|56876;2026-07-03\|49.55\|6.49\|46.53\|49.69\|46.49\|89128;2026-07-06\|48.49\|-2.14\|49.50\|49.64\|48.30\|40861;2026-07-07\|47.06\|-2.95\|48.48\|48.86\|46.85\|34582;2026-07-08\|45.64\|-3.02\|47.37\|47.38\|45.53\|36300;2026-07-09\|45.70\|0.13\|45.65\|45.96\|44.22\|50615;2026-07-10\|45.77\|0.15\|45.84\|46.40\|44.00\|57082;2026-07-13\|45.68\|-0.20\|45.80\|46.30\|44.95\|56199;2026-07-14\|45.90\|0.48\|45.60\|45.96\|44.26\|41139;2026-07-15\|46.72\|1.79\|45.85\|47.07\|45.78\|45942;2026-07-16\|46.70\|-0.04\|46.72\|46.90\|45.74\|44716;2026-07-17\|45.78\|-1.97\|46.62\|46.77\|44.72\|79630;2026-07-20\|46.83\|2.29\|45.75\|47.39\|45.45\|64548;2026-07-21\|47.86\|2.20\|46.80\|48.77\|46.67\|77403;2026-07-22\|48.50\|1.34\|47.78\|48.79\|47.14\|49038
62719	AI电力需求驱动行业景气上行	燃气轮机+核电铸件+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月28日年报，公司燃气轮机气缸已配套三菱、GE，2025年以来两大客户订单大增，带动销量及售价上行，并参与雅下电站水轮机组招投标，项目装机容量6000万千瓦，建设期超10年。 2、据2025年4月26日年报及2026年4月28日年报，公司取得百万千瓦级核电高压外缸资质并完成昌江、秦山项目交付，形成“民品-军品-核电”协同体系。 3、据2026年4月28日年报，公司设立上海福鞍集铁科技有限公司，注册资本2.485亿元，业务性质为算力租赁，持股比例100%。	公司与三菱、GE、西门子等国际企业均有良好的合作关系，为其提供大型铸钢件，与三菱在燃气轮机领域合作稳定，主要供应燃兼压缸、透平缸、排气缸外缸及空气冷凝管等产品	2026-03-13\|16.33\|3.22\|15.78\|16.80\|15.72\|208584;2026-03-16\|15.82\|-3.12\|16.21\|16.27\|15.65\|122909;2026-03-17\|15.18\|-4.05\|15.86\|16.12\|15.18\|107877;2026-03-18\|15.61\|2.83\|15.24\|15.65\|15.15\|75476;2026-03-19\|15.57\|-0.26\|15.32\|15.86\|15.24\|89903;2026-03-20\|14.72\|-5.46\|15.60\|15.69\|14.63\|97597;2026-03-23\|13.44\|-8.70\|14.30\|14.58\|13.30\|93077;2026-03-24\|14.18\|5.51\|13.88\|14.29\|13.47\|81886;2026-03-25\|14.55\|2.61\|14.29\|14.56\|14.19\|56147;2026-03-26\|14.17\|-2.61\|14.49\|14.51\|14.02\|45574;2026-03-27\|14.09\|-0.56\|13.95\|14.28\|13.89\|37312;2026-03-30\|14.11\|0.14\|13.82\|14.17\|13.77\|38114;2026-03-31\|13.83\|-1.98\|14.08\|14.41\|13.79\|45535;2026-04-01\|14.17\|2.46\|14.08\|14.30\|13.98\|56878;2026-04-02\|13.68\|-3.46\|14.18\|14.20\|13.61\|55449;2026-04-03\|13.27\|-3.00\|13.67\|13.77\|13.20\|45973;2026-04-07\|13.21\|-0.45\|13.36\|13.45\|13.16\|29014;2026-04-08\|14.53\|9.99\|13.51\|14.53\|13.51\|75066;2026-04-09\|15.18\|4.47\|14.58\|15.98\|14.30\|510184;2026-04-10\|15.06\|-0.79\|15.17\|15.54\|14.72\|427405;2026-04-13\|15.21\|1.00\|14.90\|15.35\|14.88\|146666;2026-04-14\|15.29\|0.53\|15.40\|15.58\|15.15\|106471;2026-04-15\|15.31\|0.13\|15.30\|15.60\|15.19\|130793;2026-04-16\|16.84\|9.99\|15.18\|16.84\|15.18\|323560;2026-04-17\|18.52\|9.98\|17.01\|18.52\|17.01\|671403;2026-04-20\|17.60\|-4.97\|19.06\|19.44\|16.81\|589104;2026-04-21\|17.52\|-0.45\|17.27\|18.09\|17.04\|422428;2026-04-22\|17.75\|1.31\|17.28\|17.98\|17.17\|358348;2026-04-23\|19.53\|10.03\|19.53\|19.53\|19.53\|131785;2026-04-24\|18.30\|-6.30\|18.84\|18.84\|17.58\|488071;2026-04-27\|18.46\|0.87\|17.82\|19.08\|17.82\|335078;2026-04-28\|17.31\|-6.23\|18.14\|18.42\|17.21\|249052;2026-04-29\|17.62\|1.79\|17.49\|17.74\|16.90\|180471;2026-04-30\|16.81\|-4.60\|17.02\|17.58\|16.75\|171747;2026-05-06\|17.18\|2.20\|17.15\|17.34\|16.76\|166608;2026-05-07\|18.90\|10.01\|17.21\|18.90\|17.08\|176932;2026-05-08\|19.00\|0.53\|19.11\|19.39\|18.60\|300550;2026-05-11\|19.09\|0.47\|19.18\|19.60\|18.89\|266453;2026-05-12\|19.04\|-0.26\|19.09\|19.53\|18.75\|214626;2026-05-13\|19.88\|4.41\|19.02\|20.34\|18.81\|376564;2026-05-14\|19.76\|-0.60\|19.77\|20.60\|19.35\|374328;2026-05-15\|18.95\|-4.10\|19.76\|20.52\|18.85\|301795;2026-05-18\|17.73\|-6.44\|18.39\|18.86\|17.44\|320998;2026-05-19\|17.82\|0.51\|17.59\|18.39\|17.19\|178087;2026-05-20\|17.31\|-2.86\|17.71\|17.71\|17.04\|124064;2026-05-21\|16.16\|-6.64\|17.26\|17.80\|16.09\|210641;2026-05-22\|16.76\|3.71\|16.18\|16.90\|16.18\|125935;2026-05-25\|16.15\|-3.64\|16.81\|16.91\|15.78\|181710;2026-05-26\|15.62\|-3.28\|16.00\|16.14\|15.41\|104453;2026-05-27\|15.81\|1.22\|15.62\|16.66\|15.20\|160098;2026-05-28\|16.44\|3.98\|15.81\|17.06\|15.47\|170487;2026-05-29\|16.54\|0.61\|16.72\|17.38\|16.23\|243891;2026-06-01\|16.65\|0.67\|16.36\|17.20\|15.81\|169915;2026-06-02\|16.39\|-1.56\|16.52\|16.65\|15.96\|111092;2026-06-03\|16.22\|-1.04\|16.33\|16.98\|15.85\|124428;2026-06-04\|16.26\|0.25\|16.09\|16.65\|16.05\|110760;2026-06-05\|16.60\|2.09\|16.10\|16.83\|15.91\|149192;2026-06-08\|15.57\|-6.20\|16.13\|16.90\|15.30\|186332;2026-06-09\|15.74\|1.09\|15.55\|15.95\|15.47\|100510;2026-06-10\|15.00\|-4.70\|15.76\|15.76\|14.79\|119806;2026-06-11\|16.50\|10.00\|15.54\|16.50\|15.30\|148766;2026-06-12\|16.25\|-1.52\|16.01\|17.14\|16.01\|232521;2026-06-15\|16.29\|0.25\|16.24\|16.57\|16.11\|136452;2026-06-16\|17.03\|4.54\|16.55\|17.50\|16.23\|186276;2026-06-17\|16.75\|-1.64\|17.04\|17.23\|16.63\|134861;2026-06-18\|17.42\|4.00\|16.71\|17.80\|16.61\|183128;2026-06-22\|16.99\|-2.47\|17.25\|17.59\|16.50\|176934;2026-06-23\|16.69\|-1.77\|16.99\|17.35\|16.57\|135634;2026-06-24\|16.33\|-2.16\|16.65\|16.67\|16.01\|104158;2026-06-25\|15.70\|-3.86\|16.14\|16.29\|15.57\|108762;2026-06-26\|15.14\|-3.57\|15.55\|15.86\|15.14\|87770;2026-06-29\|15.37\|1.52\|15.20\|16.06\|14.77\|163972;2026-06-30\|14.98\|-2.54\|15.12\|15.36\|14.34\|160571;2026-07-01\|14.99\|0.07\|15.00\|15.54\|14.72\|120463;2026-07-02\|14.40\|-3.94\|14.72\|14.95\|14.36\|79923;2026-07-03\|14.60\|1.39\|14.45\|14.94\|14.32\|99200;2026-07-06\|14.22\|-2.60\|14.50\|14.89\|14.13\|68809;2026-07-07\|14.07\|-1.05\|14.25\|14.35\|13.72\|68652;2026-07-08\|13.49\|-4.12\|14.01\|14.01\|13.20\|99841;2026-07-09\|13.33\|-1.19\|13.35\|13.55\|12.99\|114944;2026-07-10\|13.30\|-0.23\|13.31\|13.65\|13.26\|68669;2026-07-13\|12.36\|-7.07\|13.35\|13.46\|12.30\|91919;2026-07-14\|12.52\|1.29\|12.23\|12.59\|12.00\|58196;2026-07-15\|12.55\|0.24\|12.60\|12.94\|12.33\|45698;2026-07-16\|12.24\|-2.47\|12.42\|12.52\|12.18\|44382;2026-07-17\|11.52\|-5.57\|12.40\|12.40\|11.47\|65428;2026-07-20\|10.72\|-6.94\|11.81\|11.81\|10.50\|92554;2026-07-21\|10.87\|1.40\|10.75\|10.89\|9.96\|93286;2026-07-22\|10.73\|-1.29\|11.00\|11.05\|10.59\|54183
62718	AI电力需求驱动行业景气上行	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货，墨西哥工厂预计2025年底投产	2026-03-13\|55.88\|-3.97\|57.33\|57.50\|55.65\|58578;2026-03-16\|59.80\|7.01\|56.00\|59.99\|53.36\|95250;2026-03-17\|58.06\|-2.91\|59.80\|60.99\|57.70\|59484;2026-03-18\|60.57\|4.32\|59.22\|61.30\|58.40\|56550;2026-03-19\|55.35\|-8.62\|59.00\|60.18\|55.00\|70758;2026-03-20\|53.68\|-3.02\|56.60\|57.29\|53.68\|52030;2026-03-23\|51.42\|-4.21\|53.05\|54.18\|51.00\|57203;2026-03-24\|54.26\|5.52\|53.50\|54.56\|52.27\|69302;2026-03-25\|55.35\|2.01\|55.88\|57.43\|54.35\|49828;2026-03-26\|53.80\|-2.80\|55.72\|55.72\|53.50\|32609;2026-03-27\|53.82\|0.04\|52.62\|55.06\|52.10\|39428;2026-03-30\|53.73\|-0.17\|54.32\|54.98\|52.95\|35565;2026-03-31\|49.85\|-7.22\|54.00\|54.29\|49.80\|71492;2026-04-01\|52.20\|4.71\|51.10\|53.27\|50.02\|80688;2026-04-02\|49.01\|-6.11\|52.53\|52.53\|48.35\|83642;2026-04-03\|48.88\|-0.27\|49.12\|49.99\|48.50\|49626;2026-04-07\|48.16\|-1.47\|49.83\|49.83\|48.06\|29855;2026-04-08\|52.98\|10.01\|50.10\|52.98\|50.10\|31368;2026-04-09\|53.66\|1.28\|53.65\|55.25\|52.63\|105620;2026-04-10\|59.03\|10.01\|55.70\|59.03\|54.57\|70295;2026-04-13\|58.47\|-0.95\|58.03\|59.43\|56.08\|138645;2026-04-14\|55.23\|-5.54\|58.99\|59.03\|54.53\|145147;2026-04-15\|53.59\|-2.97\|55.30\|56.61\|53.43\|96553;2026-04-16\|58.95\|10.00\|53.56\|58.95\|53.56\|87881;2026-04-17\|60.22\|2.15\|60.00\|62.35\|60.00\|147141;2026-04-20\|61.97\|2.91\|60.57\|62.30\|58.68\|131460;2026-04-21\|60.40\|-2.53\|61.33\|61.33\|59.40\|76798;2026-04-22\|63.50\|5.13\|60.01\|63.50\|58.40\|125518;2026-04-23\|62.11\|-2.19\|65.98\|67.23\|62.00\|131207;2026-04-24\|58.16\|-6.36\|60.42\|61.34\|58.00\|89873;2026-04-27\|57.51\|-1.12\|57.75\|59.35\|57.13\|77916;2026-04-28\|58.35\|1.46\|58.02\|62.30\|57.73\|118174;2026-04-29\|59.55\|2.06\|57.01\|59.59\|56.33\|88786;2026-04-30\|58.54\|-1.70\|58.96\|60.75\|58.10\|87353;2026-05-06\|64.39\|9.99\|60.10\|64.39\|60.05\|152093;2026-05-07\|64.15\|-0.37\|63.95\|64.65\|62.14\|108753;2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311;2026-07-20\|35.53\|-5.76\|37.37\|38.67\|34.29\|71242;2026-07-21\|36.96\|4.02\|35.42\|37.58\|32.00\|67189;2026-07-22\|35.89\|-2.90\|37.00\|37.50\|35.43\|43275
62717	AI电力需求驱动行业景气上行	一季度预增+农机柴油机+常州国资 1、据2026年4月14日晚公告，公司预计2026年第一季度归属于上市公司股东的净利润7000万元-8000万元，同比增长60.11%-82.98%，主因海内外市场拓展、销售结构优化及毛利率提升。 2、据2026年4月14日披露的2025年度报告，公司主营“常柴”牌柴油机及“罗宾”牌汽油机，功率3-129kW，配套收割机、拖拉机等农机，单缸机市占率行业前列。 3、据2025年半年度报告，公司最终控制人为常州市国资委，控股股东常州投资集团由常州市政府持股90%，具备常州国资背景。	中国内燃机主要生厂商之一，柴油发电机可以作为服务器备用电源	2026-03-13\|6.10\|-1.61\|6.22\|6.26\|6.07\|204658;2026-03-16\|6.05\|-0.82\|6.08\|6.15\|6.00\|163292;2026-03-17\|5.92\|-2.15\|6.06\|6.09\|5.90\|136445;2026-03-18\|5.96\|0.68\|5.94\|5.96\|5.82\|146438;2026-03-19\|5.76\|-3.36\|5.88\|5.92\|5.72\|135148;2026-03-20\|5.57\|-3.30\|5.79\|5.82\|5.56\|159441;2026-03-23\|5.20\|-6.64\|5.51\|5.51\|5.15\|220343;2026-03-24\|5.44\|4.62\|5.31\|5.46\|5.21\|169230;2026-03-25\|5.60\|2.94\|5.50\|5.61\|5.43\|146885;2026-03-26\|5.52\|-1.43\|5.58\|5.66\|5.45\|102221;2026-03-27\|5.60\|1.45\|5.44\|5.62\|5.40\|103515;2026-03-30\|5.71\|1.96\|5.50\|5.72\|5.48\|112407;2026-03-31\|5.71\|0.00\|5.75\|5.93\|5.69\|179772;2026-04-01\|5.70\|-0.18\|5.77\|5.83\|5.66\|112711;2026-04-02\|5.57\|-2.28\|5.68\|5.73\|5.51\|109276;2026-04-03\|5.28\|-5.21\|5.60\|5.62\|5.27\|142321;2026-04-07\|5.49\|3.98\|5.28\|5.51\|5.27\|117326;2026-04-08\|5.67\|3.28\|5.57\|5.68\|5.55\|115373;2026-04-09\|5.62\|-0.88\|5.63\|5.68\|5.59\|96740;2026-04-10\|5.71\|1.60\|5.66\|5.80\|5.64\|94664;2026-04-13\|5.74\|0.53\|5.70\|5.75\|5.65\|76372;2026-04-14\|5.79\|0.87\|5.82\|5.91\|5.72\|140388;2026-04-15\|6.13\|5.87\|6.27\|6.37\|6.07\|805269;2026-04-16\|6.74\|9.95\|6.19\|6.74\|6.10\|599122;2026-04-17\|6.61\|-1.93\|6.76\|6.88\|6.35\|1169933;2026-04-20\|6.70\|1.36\|6.62\|6.72\|6.51\|675183;2026-04-21\|6.68\|-0.30\|6.69\|6.92\|6.61\|473393;2026-04-22\|6.77\|1.35\|6.64\|6.79\|6.60\|438544;2026-04-23\|6.80\|0.44\|6.77\|6.95\|6.73\|494404;2026-04-24\|6.70\|-1.47\|6.70\|6.90\|6.64\|346909;2026-04-27\|6.70\|0.00\|6.66\|6.73\|6.54\|333365;2026-04-28\|6.50\|-2.99\|6.70\|6.71\|6.47\|351407;2026-04-29\|6.51\|0.15\|6.50\|6.57\|6.46\|267391;2026-04-30\|6.42\|-1.38\|6.49\|6.55\|6.40\|203505;2026-05-06\|6.54\|1.87\|6.48\|6.55\|6.35\|227244;2026-05-07\|6.57\|0.46\|6.52\|6.71\|6.45\|234023;2026-05-08\|6.68\|1.67\|6.56\|6.68\|6.53\|224309;2026-05-11\|6.83\|2.25\|6.80\|6.86\|6.69\|279722;2026-05-12\|6.69\|-2.05\|6.80\|6.83\|6.64\|252314;2026-05-13\|6.69\|0.00\|6.68\|6.74\|6.58\|196700;2026-05-14\|6.50\|-2.84\|6.69\|6.72\|6.49\|179299;2026-05-15\|6.47\|-0.46\|6.51\|6.58\|6.41\|162354;2026-05-18\|6.34\|-2.01\|6.48\|6.51\|6.22\|175269;2026-05-19\|6.35\|0.16\|6.34\|6.36\|6.21\|144810;2026-05-20\|6.21\|-1.90\|6.33\|6.33\|6.09\|148969;2026-05-21\|6.03\|-2.90\|6.21\|6.33\|5.99\|181070;2026-05-22\|6.13\|1.66\|6.11\|6.16\|5.96\|153548;2026-05-25\|5.91\|-3.59\|6.13\|6.17\|5.88\|187108;2026-05-26\|5.70\|-3.55\|5.92\|5.94\|5.63\|183727;2026-05-27\|5.57\|-2.28\|5.70\|5.79\|5.49\|167748;2026-05-28\|5.66\|1.62\|5.55\|5.68\|5.51\|145249;2026-05-29\|5.54\|-2.12\|5.68\|5.73\|5.49\|130767;2026-06-01\|5.66\|2.17\|5.50\|5.68\|5.45\|141238;2026-06-02\|5.56\|-1.77\|5.66\|5.72\|5.53\|151018;2026-06-03\|5.60\|0.72\|5.56\|5.63\|5.50\|118528;2026-06-04\|5.50\|-1.79\|5.55\|5.63\|5.42\|117226;2026-06-05\|5.52\|0.36\|5.49\|5.63\|5.39\|119203;2026-06-08\|5.35\|-3.08\|5.43\|5.54\|5.26\|112109;2026-06-09\|5.34\|-0.19\|5.33\|5.52\|5.27\|101579;2026-06-10\|5.20\|-2.62\|5.31\|5.34\|5.10\|129900;2026-06-11\|5.11\|-1.73\|5.15\|5.21\|5.03\|103848;2026-06-12\|5.20\|1.76\|5.13\|5.26\|5.06\|134738;2026-06-15\|5.22\|0.38\|5.24\|5.34\|5.16\|111969;2026-06-16\|5.19\|-0.57\|5.22\|5.22\|5.08\|113193;2026-06-17\|5.12\|-1.35\|5.19\|5.20\|5.07\|94791;2026-06-18\|5.04\|-1.56\|5.11\|5.13\|5.00\|104593;2026-06-22\|5.04\|0.00\|5.02\|5.05\|4.81\|157212;2026-06-23\|5.11\|1.39\|5.01\|5.25\|5.00\|136079;2026-06-24\|4.94\|-3.33\|5.07\|5.13\|4.89\|116687;2026-06-25\|4.81\|-2.63\|4.93\|4.93\|4.78\|114673;2026-06-26\|4.74\|-1.46\|4.80\|4.81\|4.67\|124338;2026-06-29\|4.70\|-0.84\|4.74\|4.74\|4.54\|152867;2026-06-30\|4.67\|-0.64\|4.68\|4.79\|4.63\|108848;2026-07-01\|4.78\|2.36\|4.67\|4.84\|4.64\|132350;2026-07-02\|4.83\|1.05\|4.81\|4.92\|4.78\|128163;2026-07-03\|5.00\|3.52\|4.84\|5.04\|4.82\|157514;2026-07-06\|4.98\|-0.40\|5.00\|5.07\|4.94\|106031;2026-07-07\|4.83\|-3.01\|4.94\|4.97\|4.79\|110175;2026-07-08\|4.83\|0.00\|4.83\|4.85\|4.70\|116032;2026-07-09\|4.83\|0.00\|4.81\|4.87\|4.66\|128856;2026-07-10\|4.86\|0.62\|4.75\|4.95\|4.69\|144977;2026-07-13\|4.71\|-3.09\|4.86\|4.89\|4.68\|117622;2026-07-14\|4.86\|3.18\|4.70\|4.87\|4.66\|114749;2026-07-15\|4.91\|1.03\|4.83\|4.95\|4.79\|129892;2026-07-16\|4.94\|0.61\|4.91\|5.01\|4.85\|123852;2026-07-17\|4.77\|-3.44\|4.94\|5.03\|4.73\|148296;2026-07-20\|4.88\|2.31\|4.81\|5.03\|4.80\|192920;2026-07-21\|4.76\|-2.46\|4.85\|4.87\|4.63\|206705;2026-07-22\|4.69\|-1.47\|4.70\|4.78\|4.66\|118471
62716	宁德时代单季净利润超两百亿，股价创历史新高	涨停揭秘：一季报净利润超两百亿创历史新高，宜春四矿换证临近停产预期强化供给收缩逻辑；涨停缘由：2026年一季报净利润同比增长48.52%，单季净利超200亿元，创历史新高；宜春四矿换证工作进入关键阶段，市场预期5月起阶段性停产，锂电材料供给趋紧；年报净利润同比大增，叠加全球电动车渗透率持续提升与储能放量双重驱动；技术面突破年线且量能放大，机构持仓集中度提升；资金逻辑：连续多日获北向资金净买入，融资余额单周增长超12亿元，主力资金借一季报窗口期加速回补仓位，板块内资金虹吸效应显著；风险提示：宜春换证实际执行节奏存在变数，海外电池厂扩产提速或加剧竞争，碳酸锂价格若快速回落将影响盈利弹性	全球领先的动力电池企业，销量连续多年世界第一，一季度净利润同比增长48.52%	2026-03-13\|397.00\|0.38\|393.88\|403.99\|393.80\|355826;2026-03-16\|408.40\|2.87\|401.77\|413.17\|398.00\|373521;2026-03-17\|405.00\|-0.83\|415.78\|420.00\|404.56\|359807;2026-03-18\|402.02\|-0.74\|405.36\|406.00\|396.77\|265300;2026-03-19\|400.50\|-0.38\|401.94\|414.00\|400.00\|292866;2026-03-20\|413.00\|3.12\|405.08\|422.08\|400.13\|537297;2026-03-23\|401.99\|-2.67\|417.33\|417.36\|398.75\|446141;2026-03-24\|396.99\|-1.24\|405.00\|411.90\|388.00\|364105;2026-03-25\|397.81\|0.21\|393.00\|400.50\|387.80\|267528;2026-03-26\|402.50\|1.18\|393.84\|413.72\|392.00\|267637;2026-03-27\|416.18\|3.40\|406.12\|418.33\|401.73\|302580;2026-03-30\|413.00\|-0.76\|413.00\|418.85\|405.60\|253484;2026-03-31\|401.70\|-2.74\|413.00\|416.95\|401.58\|249256;2026-04-01\|405.71\|1.00\|409.73\|409.87\|396.00\|231701;2026-04-02\|401.17\|-1.12\|407.90\|411.99\|397.20\|223056;2026-04-03\|386.46\|-3.67\|400.00\|400.80\|385.13\|247515;2026-04-07\|384.59\|-0.48\|389.98\|393.20\|381.49\|172576;2026-04-08\|391.30\|1.74\|396.50\|397.65\|388.22\|364184;2026-04-09\|389.99\|-0.33\|394.10\|394.28\|386.66\|259552;2026-04-10\|416.00\|6.67\|394.00\|419.00\|392.68\|507887;2026-04-13\|427.13\|2.68\|418.00\|433.33\|416.00\|412399;2026-04-14\|430.79\|0.86\|421.50\|432.49\|414.40\|442208;2026-04-15\|431.00\|0.05\|438.88\|439.46\|427.07\|373536;2026-04-16\|453.98\|5.33\|441.00\|460.00\|433.02\|635062;2026-04-17\|444.20\|-2.15\|455.96\|457.64\|441.01\|365358;2026-04-20\|432.50\|-2.63\|433.00\|437.90\|426.01\|529278;2026-04-21\|447.60\|3.49\|435.00\|450.13\|425.10\|577746;2026-04-22\|436.35\|-0.98\|441.01\|447.97\|433.13\|460254;2026-04-23\|438.90\|0.58\|443.50\|443.60\|435.00\|354310;2026-04-24\|444.90\|1.37\|442.00\|448.45\|438.00\|395425;2026-04-27\|434.88\|-2.25\|444.63\|448.76\|433.80\|330613;2026-04-28\|427.67\|-1.66\|426.19\|433.30\|423.00\|350121;2026-04-29\|445.00\|4.05\|432.00\|445.15\|428.00\|376336;2026-04-30\|436.00\|-2.02\|446.50\|449.50\|436.00\|298121;2026-05-06\|460.00\|5.50\|457.50\|465.88\|448.63\|473727;2026-05-07\|451.64\|-1.82\|468.75\|468.75\|447.00\|386213;2026-05-08\|437.00\|-3.24\|449.00\|455.50\|436.20\|366049;2026-05-11\|446.11\|2.08\|440.00\|450.51\|435.10\|341901;2026-05-12\|431.25\|-3.33\|446.59\|446.85\|429.29\|341515;2026-05-13\|434.05\|0.65\|431.01\|436.58\|427.08\|316858;2026-05-14\|427.00\|-1.62\|449.38\|450.45\|427.00\|347046;2026-05-15\|423.60\|-0.80\|428.08\|431.50\|421.00\|297049;2026-05-18\|417.23\|-1.50\|420.58\|422.90\|414.00\|284983;2026-05-19\|417.92\|0.17\|415.86\|419.90\|406.80\|260877;2026-05-20\|414.75\|-0.76\|417.00\|422.99\|412.66\|281190;2026-05-21\|411.63\|-0.75\|419.87\|427.62\|411.42\|338672;2026-05-22\|411.16\|-0.11\|414.70\|416.50\|410.00\|277884;2026-05-25\|402.88\|-2.01\|411.28\|414.50\|400.00\|381977;2026-05-26\|402.50\|-0.09\|406.19\|408.77\|400.36\|350627;2026-05-27\|414.80\|3.06\|413.92\|428.90\|411.29\|533729;2026-05-28\|415.68\|0.21\|420.00\|420.58\|406.20\|327771;2026-05-29\|424.00\|2.00\|423.00\|430.86\|416.55\|498119;2026-06-01\|420.10\|-0.92\|432.10\|438.24\|418.18\|386005;2026-06-02\|433.89\|3.28\|425.00\|437.75\|423.00\|387982;2026-06-03\|426.42\|-1.72\|437.00\|437.00\|420.10\|385526;2026-06-04\|408.20\|-4.27\|426.42\|426.90\|407.18\|431155;2026-06-05\|403.00\|-1.27\|407.89\|412.65\|402.70\|287389;2026-06-08\|393.02\|-2.48\|395.80\|402.68\|390.70\|286526;2026-06-09\|399.50\|1.65\|399.99\|401.87\|388.00\|277351;2026-06-10\|388.50\|-2.75\|395.28\|399.00\|385.12\|244357;2026-06-11\|382.20\|-1.62\|386.98\|391.34\|380.03\|268654;2026-06-12\|394.85\|3.31\|389.99\|399.54\|383.30\|414208;2026-06-15\|398.10\|0.82\|402.00\|407.90\|393.41\|340749;2026-06-16\|403.53\|1.36\|408.88\|409.02\|398.50\|348393;2026-06-17\|399.00\|-1.12\|400.00\|403.30\|395.58\|250093;2026-06-18\|391.55\|-1.87\|400.39\|409.89\|389.92\|385481;2026-06-22\|408.98\|4.45\|393.00\|413.33\|386.00\|594648;2026-06-23\|392.51\|-4.03\|411.00\|414.04\|390.73\|373741;2026-06-24\|395.36\|0.73\|392.00\|399.27\|386.66\|344271;2026-06-25\|401.90\|1.65\|399.88\|402.55\|392.58\|324046;2026-06-26\|381.00\|-5.20\|401.00\|409.81\|381.00\|465253;2026-06-29\|392.36\|2.98\|386.96\|396.00\|378.20\|425259;2026-06-30\|393.01\|0.17\|392.49\|402.36\|390.00\|270383;2026-07-01\|383.84\|-2.33\|390.00\|391.00\|370.00\|440886;2026-07-02\|382.35\|-0.39\|387.68\|390.99\|380.39\|340754;2026-07-03\|380.00\|-0.61\|381.96\|387.95\|379.00\|258849;2026-07-06\|374.51\|-1.44\|379.23\|381.89\|374.05\|216480;2026-07-07\|372.49\|-0.54\|376.00\|378.88\|370.76\|208486;2026-07-08\|361.00\|-3.08\|374.00\|376.68\|361.00\|270519;2026-07-09\|375.50\|4.02\|361.00\|376.66\|360.07\|377942;2026-07-10\|348.76\|-7.12\|375.00\|375.20\|346.16\|556014;2026-07-13\|359.06\|2.95\|349.00\|362.00\|348.00\|462907;2026-07-14\|364.01\|1.38\|352.60\|364.63\|352.49\|436316;2026-07-15\|373.00\|2.47\|368.01\|379.99\|363.08\|358493;2026-07-16\|366.20\|-1.82\|369.48\|375.02\|364.50\|251869;2026-07-17\|360.00\|-1.69\|372.30\|375.24\|360.00\|512453;2026-07-20\|376.43\|4.56\|354.00\|377.60\|353.80\|447908;2026-07-21\|382.20\|1.53\|372.67\|391.00\|372.50\|440360;2026-07-22\|372.26\|-2.60\|382.85\|385.00\|369.87\|311938
62715	宁德时代单季净利润超两百亿，股价创历史新高	涨停揭秘：天齐锂业涨停受碳酸锂价格10日涨超8%、一季报预告净利最高增1818%及宁德时代业绩超预期带动新能源板块情绪修复共同驱动；涨停缘由：碳酸锂现货价达17万元/吨，广期所主力合约突破16万元；公司预告一季度净利同比增1530%-1818%，联营SQM业绩大幅增长贡献可观投资收益；资金逻辑：主力资金4月24日净流入超1.2亿元，机构调仓转向资源类价值股，北向持仓连续两周回升；风险提示：锂价高位持续性存疑，下游电池厂压价意愿增强，二季度业绩环比或承压	全球第四大、中国和亚洲第二大锂化工产品供应商，已实现锂精矿100%自给自足；公司已完成下一代固态电池关键原材料硫化锂产业化相关支持工作，累计与十余家下游客户进行打样。公司正在推进硫化锂产线建设	2026-03-13\|54.15\|1.03\|53.96\|55.94\|53.80\|454958;2026-03-16\|53.58\|-1.05\|53.90\|54.63\|52.80\|280537;2026-03-17\|52.11\|-2.74\|53.81\|54.48\|52.00\|241904;2026-03-18\|51.15\|-1.84\|52.48\|52.57\|50.34\|275511;2026-03-19\|48.93\|-4.34\|50.15\|50.47\|48.71\|324050;2026-03-20\|50.10\|2.39\|49.38\|52.62\|48.80\|500683;2026-03-23\|49.00\|-2.20\|49.02\|51.28\|48.54\|436927;2026-03-24\|51.63\|5.37\|50.05\|51.63\|48.28\|557952;2026-03-25\|53.46\|3.54\|52.66\|53.98\|51.96\|538317;2026-03-26\|54.20\|1.38\|53.46\|55.79\|52.95\|617795;2026-03-27\|57.96\|6.94\|53.61\|58.26\|53.50\|1021455;2026-03-30\|57.24\|-1.24\|58.02\|58.39\|56.07\|722212;2026-03-31\|55.48\|-3.07\|57.10\|57.19\|55.29\|512703;2026-04-01\|55.45\|-0.05\|55.98\|56.65\|54.68\|392255;2026-04-02\|56.17\|1.30\|55.45\|57.70\|54.62\|525641;2026-04-03\|55.44\|-1.30\|55.96\|56.87\|55.00\|324268;2026-04-07\|56.70\|2.27\|55.70\|57.36\|55.31\|379872;2026-04-08\|58.27\|2.77\|56.18\|58.37\|55.66\|590988;2026-04-09\|57.65\|-1.06\|58.13\|59.17\|57.03\|499803;2026-04-10\|59.64\|3.45\|58.00\|60.66\|57.88\|762971;2026-04-13\|62.10\|4.12\|59.43\|62.47\|59.43\|768397;2026-04-14\|64.53\|3.91\|62.50\|64.64\|61.77\|760424;2026-04-15\|61.80\|-4.23\|64.68\|64.68\|61.50\|732551;2026-04-16\|65.32\|5.70\|62.55\|66.66\|62.00\|917480;2026-04-17\|66.65\|2.04\|65.78\|68.40\|65.74\|852878;2026-04-20\|66.82\|0.26\|66.00\|67.70\|65.39\|578897;2026-04-21\|70.71\|5.82\|70.00\|73.30\|68.71\|1367064;2026-04-22\|70.73\|0.03\|70.00\|71.22\|69.02\|853743;2026-04-23\|67.97\|-3.90\|70.09\|70.29\|66.97\|851190;2026-04-24\|73.70\|8.43\|67.90\|74.77\|67.60\|1351006;2026-04-27\|73.65\|-0.07\|73.50\|75.46\|73.00\|1006084;2026-04-28\|72.53\|-1.52\|74.61\|75.09\|72.00\|768752;2026-04-29\|75.52\|4.12\|73.00\|75.80\|71.07\|1168530;2026-04-30\|80.03\|5.97\|75.00\|81.19\|74.49\|1306785;2026-05-06\|81.71\|2.10\|80.03\|82.49\|78.40\|1208117;2026-05-07\|79.06\|-3.24\|80.28\|80.55\|77.51\|1216578;2026-05-08\|76.05\|-3.81\|78.30\|80.83\|76.00\|1020733;2026-05-11\|77.37\|1.74\|76.83\|78.27\|75.57\|804775;2026-05-12\|74.75\|-3.39\|77.86\|77.99\|73.60\|868375;2026-05-13\|74.38\|-0.49\|74.01\|76.20\|73.60\|766615;2026-05-14\|70.69\|-4.96\|73.68\|74.38\|70.68\|847469;2026-05-15\|69.11\|-2.24\|71.06\|71.42\|68.86\|700172;2026-05-18\|69.38\|0.39\|68.85\|71.16\|68.20\|570799;2026-05-19\|66.58\|-4.04\|68.50\|68.50\|65.61\|691412;2026-05-20\|68.16\|2.37\|65.76\|69.39\|65.26\|761690;2026-05-21\|65.78\|-3.49\|68.48\|69.38\|65.68\|644388;2026-05-22\|66.52\|1.12\|65.78\|66.83\|64.68\|512094;2026-05-25\|66.67\|0.23\|67.07\|68.08\|65.79\|533716;2026-05-26\|66.40\|-0.41\|66.00\|66.85\|64.20\|498142;2026-05-27\|64.48\|-2.89\|66.47\|67.80\|64.20\|595372;2026-05-28\|64.39\|-0.14\|65.62\|66.30\|62.50\|537589;2026-05-29\|62.88\|-2.35\|64.71\|65.39\|62.62\|488075;2026-06-01\|62.17\|-1.13\|62.88\|64.29\|62.05\|449104;2026-06-02\|61.29\|-1.42\|62.07\|62.33\|59.28\|548125;2026-06-03\|60.98\|-0.51\|60.50\|61.97\|60.04\|432099;2026-06-04\|59.46\|-2.49\|60.53\|60.60\|59.17\|430926;2026-06-05\|59.06\|-0.67\|59.46\|61.20\|57.81\|574124;2026-06-08\|56.20\|-4.84\|58.00\|59.96\|54.87\|573546;2026-06-09\|60.01\|6.78\|57.00\|60.86\|55.70\|739523;2026-06-10\|59.48\|-0.88\|59.50\|61.60\|58.47\|708033;2026-06-11\|61.00\|2.56\|59.26\|62.60\|58.66\|926710;2026-06-12\|62.50\|2.46\|61.00\|63.42\|60.15\|990334;2026-06-15\|63.72\|1.95\|62.99\|64.27\|61.85\|930168;2026-06-16\|63.99\|0.42\|63.14\|65.00\|62.00\|795034;2026-06-17\|64.04\|0.08\|64.49\|65.82\|63.60\|707654;2026-06-18\|62.18\|-2.90\|62.82\|64.09\|61.61\|746908;2026-06-22\|64.97\|4.49\|59.05\|65.00\|58.58\|934530;2026-06-23\|61.32\|-5.62\|64.53\|65.25\|61.03\|693784;2026-06-24\|66.13\|7.84\|61.32\|66.50\|60.71\|969650;2026-06-25\|64.64\|-2.25\|66.00\|67.44\|64.03\|847014;2026-06-26\|58.92\|-8.85\|64.10\|65.00\|58.89\|880824;2026-06-29\|59.87\|1.61\|58.20\|60.79\|56.79\|601196;2026-06-30\|61.32\|2.42\|59.90\|62.46\|59.13\|580665;2026-07-01\|62.29\|1.58\|61.80\|63.45\|59.42\|694243;2026-07-02\|60.01\|-3.66\|62.00\|62.50\|59.83\|544007;2026-07-03\|58.66\|-2.25\|61.00\|61.42\|58.63\|491595;2026-07-06\|58.91\|0.43\|58.97\|61.11\|58.00\|513184;2026-07-07\|59.19\|0.48\|59.50\|60.65\|58.54\|462369;2026-07-08\|53.27\|-10.00\|58.26\|58.29\|53.27\|668240;2026-07-09\|49.79\|-6.53\|52.33\|52.48\|47.94\|960796;2026-07-10\|47.80\|-4.00\|49.00\|50.15\|47.77\|688298;2026-07-13\|45.61\|-4.58\|47.24\|47.50\|44.92\|599038;2026-07-14\|47.35\|3.81\|45.88\|47.37\|44.75\|525483;2026-07-15\|47.43\|0.17\|47.94\|49.10\|47.02\|754792;2026-07-16\|49.34\|4.03\|46.45\|50.98\|45.15\|848784;2026-07-17\|46.99\|-4.76\|48.45\|50.22\|46.99\|672134;2026-07-20\|42.29\|-10.00\|46.01\|46.13\|42.29\|761516;2026-07-21\|43.69\|3.31\|40.99\|43.78\|40.44\|752714;2026-07-22\|43.92\|0.53\|42.83\|44.78\|42.60\|653926
62714	宁德时代单季净利润超两百亿，股价创历史新高	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747;2026-07-20\|53.33\|-6.47\|57.22\|58.08\|51.99\|530250;2026-07-21\|55.82\|4.67\|54.00\|55.90\|50.74\|469964;2026-07-22\|55.88\|0.11\|54.80\|57.16\|54.50\|351306
62713	宁德时代单季净利润超两百亿，股价创历史新高	涨停揭秘：与欣界能源签署5年期固态电池金属锂供应协议，年采购量不低于100吨，绑定下一代电池技术量产核心环节；涨停缘由：宁德时代单季净利超两百亿印证锂电产业链景气反转；固态电池产业化提速，金属锂为关键正极材料；公司完成技术验证并实现批量交付；资金逻辑：4月16日资金集中涌入固态电池上游材料环节，主力净流入明显，机构与游资形成合力，筹码结构健康；风险提示：协议执行依赖欣界能源产线建设进度，当前尚无收入确认，且公司2026年Q1扣非净利同比下滑96%，盈利兑现存不确定性	公司与欣界能源签署战略协议，约定在其首条≥450Wh/kg固态电池2GWh量产线投产后，公司负责该条产线的金属锂材料供应，年采购量不低于100吨，期限不少于5年	2026-03-13\|6.57\|-1.20\|6.64\|6.73\|6.54\|275951;2026-03-16\|6.53\|-0.61\|6.51\|6.57\|6.42\|202113;2026-03-17\|6.28\|-3.83\|6.55\|6.57\|6.23\|231967;2026-03-18\|6.27\|-0.16\|6.32\|6.37\|6.19\|197002;2026-03-19\|6.15\|-1.91\|6.20\|6.37\|6.13\|256592;2026-03-20\|5.94\|-3.41\|6.17\|6.21\|5.93\|238798;2026-03-23\|5.46\|-8.08\|5.75\|5.86\|5.37\|375907;2026-03-24\|5.58\|2.20\|5.62\|5.64\|5.33\|291593;2026-03-25\|5.70\|2.15\|5.61\|5.79\|5.55\|228886;2026-03-26\|5.53\|-2.98\|5.69\|5.80\|5.49\|215218;2026-03-27\|5.75\|3.98\|5.45\|5.83\|5.45\|305675;2026-03-30\|5.63\|-2.09\|5.65\|5.77\|5.52\|224299;2026-03-31\|5.45\|-3.20\|5.61\|5.70\|5.44\|212997;2026-04-01\|5.46\|0.18\|5.57\|5.60\|5.41\|208897;2026-04-02\|5.25\|-3.85\|5.42\|5.45\|5.18\|235434;2026-04-03\|5.05\|-3.81\|5.25\|5.27\|5.03\|185440;2026-04-07\|5.07\|0.40\|5.07\|5.13\|5.01\|164529;2026-04-08\|5.43\|7.10\|5.20\|5.45\|5.20\|255042;2026-04-09\|5.22\|-3.87\|5.40\|5.42\|5.21\|199872;2026-04-10\|5.36\|2.68\|5.26\|5.42\|5.24\|183021;2026-04-13\|5.34\|-0.37\|5.31\|5.40\|5.24\|151857;2026-04-14\|5.39\|0.94\|5.34\|5.39\|5.29\|190102;2026-04-15\|5.20\|-3.52\|5.38\|5.44\|5.19\|248823;2026-04-16\|5.93\|14.04\|5.23\|6.04\|5.18\|719511;2026-04-17\|6.03\|1.69\|5.87\|6.35\|5.83\|683422;2026-04-20\|5.88\|-2.49\|6.14\|6.14\|5.86\|347912;2026-04-21\|5.80\|-1.36\|5.88\|5.89\|5.70\|299966;2026-04-22\|5.71\|-1.55\|5.76\|5.88\|5.68\|226309;2026-04-23\|5.84\|2.28\|5.78\|6.03\|5.51\|548254;2026-04-24\|5.79\|-0.86\|5.82\|5.90\|5.70\|253061;2026-04-27\|6.14\|6.04\|5.79\|6.20\|5.75\|437065;2026-04-28\|6.01\|-2.12\|6.15\|6.20\|5.94\|389216;2026-04-29\|6.12\|1.83\|5.95\|6.14\|5.89\|263607;2026-04-30\|6.16\|0.65\|6.13\|6.19\|6.06\|242884;2026-05-06\|6.41\|4.06\|6.22\|6.55\|6.19\|378215;2026-05-07\|6.58\|2.65\|6.37\|6.63\|6.36\|355765;2026-05-08\|6.46\|-1.82\|6.55\|6.67\|6.42\|336917;2026-05-11\|6.46\|0.00\|6.50\|6.75\|6.42\|340969;2026-05-12\|6.34\|-1.86\|6.46\|6.55\|6.28\|279377;2026-05-13\|6.34\|0.00\|6.31\|6.38\|6.24\|255703;2026-05-14\|6.13\|-3.31\|6.37\|6.38\|6.12\|221461;2026-05-15\|6.06\|-1.14\|6.22\|6.23\|6.03\|264240;2026-05-18\|5.84\|-3.63\|6.02\|6.05\|5.78\|300681;2026-05-19\|5.80\|-0.68\|5.87\|5.87\|5.71\|211925;2026-05-20\|5.84\|0.69\|5.73\|5.99\|5.60\|320507;2026-05-21\|5.66\|-3.08\|5.87\|6.06\|5.64\|302470;2026-05-22\|5.68\|0.35\|5.70\|5.75\|5.60\|198978;2026-05-25\|5.58\|-1.76\|5.70\|5.73\|5.49\|225687;2026-05-26\|5.38\|-3.58\|5.54\|5.64\|5.31\|239933;2026-05-27\|5.28\|-1.86\|5.38\|5.49\|5.21\|278902;2026-05-28\|5.42\|2.65\|5.28\|5.53\|5.17\|264327;2026-05-29\|5.07\|-6.46\|5.42\|5.50\|5.04\|269053;2026-06-01\|5.06\|-0.20\|5.07\|5.16\|5.03\|222837;2026-06-02\|4.85\|-4.15\|5.10\|5.10\|4.77\|280940;2026-06-03\|4.93\|1.65\|4.85\|5.20\|4.77\|395032;2026-06-04\|4.78\|-3.04\|4.87\|5.00\|4.73\|266858;2026-06-05\|4.73\|-1.05\|4.79\|4.84\|4.59\|262052;2026-06-08\|4.54\|-4.02\|4.61\|4.80\|4.48\|254369;2026-06-09\|4.62\|1.76\|4.59\|4.64\|4.48\|224001;2026-06-10\|4.70\|1.73\|4.58\|4.70\|4.49\|237288;2026-06-11\|4.61\|-1.91\|4.68\|4.78\|4.56\|192242;2026-06-12\|4.68\|1.52\|4.66\|4.80\|4.55\|271631;2026-06-15\|4.69\|0.21\|4.66\|4.80\|4.66\|201625;2026-06-16\|4.82\|2.77\|4.72\|4.91\|4.62\|312255;2026-06-17\|4.66\|-3.32\|4.79\|4.81\|4.58\|342991;2026-06-18\|4.52\|-3.00\|4.60\|4.66\|4.46\|289368;2026-06-22\|4.38\|-3.10\|4.48\|4.50\|4.26\|402914;2026-06-23\|4.24\|-3.20\|4.37\|4.63\|4.18\|474970;2026-06-24\|4.10\|-3.30\|4.21\|4.25\|4.07\|381479;2026-06-25\|3.90\|-4.88\|4.12\|4.15\|3.85\|631034;2026-06-26\|3.77\|-3.33\|3.98\|4.00\|3.72\|475095;2026-06-29\|3.82\|1.33\|3.75\|3.97\|3.71\|473182;2026-06-30\|3.85\|0.79\|3.79\|3.86\|3.75\|304885;2026-07-01\|3.97\|3.12\|3.86\|4.04\|3.70\|382488;2026-07-02\|3.88\|-2.27\|3.95\|4.03\|3.85\|321340;2026-07-03\|3.87\|-0.26\|3.90\|3.96\|3.82\|305023;2026-07-06\|3.76\|-2.84\|3.88\|3.95\|3.76\|294393;2026-07-07\|3.69\|-1.86\|3.80\|3.83\|3.64\|243167;2026-07-08\|3.59\|-2.71\|3.66\|3.70\|3.56\|198406;2026-07-09\|3.60\|0.28\|3.58\|3.62\|3.45\|272344;2026-07-10\|3.63\|0.83\|3.56\|3.73\|3.55\|298827;2026-07-13\|3.42\|-5.79\|3.61\|3.62\|3.39\|258466;2026-07-14\|3.48\|1.75\|3.39\|3.49\|3.34\|237231;2026-07-15\|3.55\|2.01\|3.49\|3.63\|3.49\|283218;2026-07-16\|3.91\|10.14\|3.54\|4.17\|3.50\|861230;2026-07-17\|3.64\|-6.91\|3.86\|3.96\|3.59\|658015;2026-07-20\|3.53\|-3.02\|3.67\|3.74\|3.44\|548139;2026-07-21\|3.50\|-0.85\|3.50\|3.57\|3.31\|520750;2026-07-22\|3.51\|0.29\|3.46\|3.62\|3.43\|339430
62712	宁德时代单季净利润超两百亿，股价创历史新高	业绩扭亏+锂电模具+光伏减速器行业原因： 1、宁德时代港股早盘大涨10%。4月15日公司披露一季报，单季营收1291.31亿元、净利207.38亿元，分别同比增长52.45%、48.52%，创历史新高。 2、方正证券4月11日研报指出，下游4-5月排产创新高，储能需求确定，动力端销量回升，供需紧张支撑锂价高位。公司原因： 1、据2026年4月14日2025年年度报告，公司2025年营收5.58亿元，同比增长53.29%，归母净利润4255.72万元，同比扭亏为盈。 2、据2026年4月14日2026年第一季度业绩预告，预计Q1归母净利润2200–2800万元，同比扭亏，主因锂电池行业景气回升带动高精密模具订单释放，同时光伏跟踪支架用减速器销量与收入同步增长。 3、据2025年年度报告，公司精密模具及零配件业务板块长期专注于锂电池极片成型制作领域，与下游消费类电池、动力电池、储能电池等各领域的众多锂电池生产或设备行业的领先或知名企业建立了良好、稳定的合作关系。	公司子公司致宏精密为锂电叠片模具龙头，产品包括极片自动裁切高精密模具、高精密模切刀等产品及解决方案，可用于固态电池上	2026-03-13\|18.64\|0.70\|18.48\|18.95\|18.36\|57784;2026-03-16\|18.99\|1.88\|18.57\|19.06\|18.53\|64085;2026-03-17\|18.71\|-1.47\|18.99\|19.52\|18.68\|87280;2026-03-18\|18.78\|0.37\|18.71\|19.30\|18.58\|54204;2026-03-19\|18.08\|-3.73\|18.50\|18.70\|17.99\|51048;2026-03-20\|17.60\|-2.65\|18.18\|18.38\|17.60\|59194;2026-03-23\|16.83\|-4.38\|17.25\|17.84\|16.65\|67908;2026-03-24\|17.45\|3.68\|17.18\|17.45\|16.78\|55215;2026-03-25\|17.80\|2.01\|17.56\|18.11\|17.32\|47216;2026-03-26\|17.73\|-0.39\|17.76\|18.15\|17.61\|45464;2026-03-27\|18.40\|3.78\|17.57\|18.46\|17.45\|62678;2026-03-30\|18.20\|-1.09\|18.40\|18.77\|18.06\|56347;2026-03-31\|17.55\|-3.57\|18.14\|18.30\|17.54\|49682;2026-04-01\|17.89\|1.94\|17.80\|18.01\|17.63\|44929;2026-04-02\|17.42\|-2.63\|17.79\|17.93\|17.28\|37296;2026-04-03\|16.87\|-3.16\|17.42\|17.67\|16.71\|41553;2026-04-07\|17.42\|3.26\|16.93\|17.43\|16.93\|38292;2026-04-08\|17.90\|2.76\|17.83\|17.90\|17.56\|33590;2026-04-09\|17.71\|-1.06\|17.81\|17.94\|17.68\|34153;2026-04-10\|18.27\|3.16\|17.88\|18.57\|17.88\|64942;2026-04-13\|18.67\|2.19\|18.20\|18.75\|18.17\|57573;2026-04-14\|19.86\|6.37\|19.28\|19.93\|18.81\|218949;2026-04-15\|20.14\|1.41\|19.73\|20.44\|19.45\|192330;2026-04-16\|22.15\|9.98\|20.00\|22.15\|20.00\|316990;2026-04-17\|22.76\|2.75\|22.04\|23.43\|21.78\|273209;2026-04-20\|23.31\|2.42\|22.76\|23.58\|22.45\|215575;2026-04-21\|22.73\|-2.49\|23.00\|23.22\|22.29\|156827;2026-04-22\|22.65\|-0.35\|22.85\|23.20\|22.24\|173739;2026-04-23\|21.87\|-3.44\|22.48\|22.48\|21.60\|159908;2026-04-24\|22.97\|5.03\|21.74\|23.76\|21.61\|195269;2026-04-27\|23.46\|2.13\|22.97\|23.49\|22.61\|164111;2026-04-28\|22.64\|-3.50\|23.46\|23.49\|22.37\|140813;2026-04-29\|23.08\|1.94\|22.64\|23.25\|22.25\|128197;2026-04-30\|23.31\|1.00\|23.02\|23.85\|22.86\|143433;2026-05-06\|23.65\|1.46\|23.20\|23.79\|22.90\|166162;2026-05-07\|24.18\|2.24\|23.62\|24.65\|23.50\|191727;2026-05-08\|24.63\|1.86\|23.92\|26.48\|23.74\|217148;2026-05-11\|26.40\|7.19\|24.35\|26.44\|24.28\|202150;2026-05-12\|24.43\|-7.46\|25.76\|25.88\|23.76\|235610;2026-05-13\|23.42\|-4.13\|23.60\|24.35\|23.22\|198005;2026-05-14\|22.58\|-3.59\|23.34\|23.51\|22.54\|131363;2026-05-15\|22.66\|0.35\|22.51\|23.47\|22.48\|144843;2026-05-18\|22.51\|-0.66\|22.55\|23.07\|22.26\|126559;2026-05-19\|22.73\|0.98\|22.30\|22.99\|22.04\|120556;2026-05-20\|23.68\|4.18\|22.62\|24.28\|22.19\|159491;2026-05-21\|22.96\|-3.04\|23.66\|24.62\|22.89\|169915;2026-05-22\|23.25\|1.26\|23.00\|23.44\|22.52\|110297;2026-05-25\|22.35\|-3.87\|23.11\|23.11\|21.86\|140062;2026-05-26\|22.88\|2.37\|22.22\|23.09\|22.20\|106596;2026-05-27\|25.17\|10.01\|24.00\|25.17\|23.46\|295392;2026-05-28\|27.69\|10.01\|26.50\|27.69\|26.44\|124394;2026-05-29\|25.38\|-8.34\|27.42\|28.22\|25.07\|465403;2026-06-01\|24.95\|-1.69\|25.23\|26.77\|24.83\|259324;2026-06-02\|24.58\|-1.48\|24.60\|25.29\|23.71\|213508;2026-06-03\|25.23\|2.64\|24.00\|26.48\|23.76\|221982;2026-06-04\|24.16\|-4.09\|24.60\|25.14\|23.53\|209518;2026-06-05\|25.25\|4.51\|23.97\|26.44\|23.33\|236175;2026-06-08\|23.92\|-5.27\|24.88\|25.41\|23.48\|151858;2026-06-09\|23.70\|-0.92\|23.97\|24.50\|23.40\|141987;2026-06-10\|22.42\|-5.40\|23.23\|23.25\|22.03\|151414;2026-06-11\|21.97\|-2.01\|22.26\|22.98\|21.63\|128465;2026-06-12\|21.89\|-0.36\|22.41\|22.59\|21.84\|93863;2026-06-15\|23.51\|7.40\|21.80\|24.08\|21.80\|197855;2026-06-16\|24.60\|4.64\|23.77\|25.28\|23.52\|188612;2026-06-17\|25.72\|4.55\|24.20\|26.04\|24.03\|196226;2026-06-18\|25.03\|-2.68\|25.40\|25.95\|25.03\|159023;2026-06-22\|26.07\|4.16\|25.05\|26.33\|24.50\|164702;2026-06-23\|25.14\|-3.57\|25.95\|25.98\|24.98\|109632;2026-06-24\|26.35\|4.81\|24.80\|26.94\|24.70\|163814;2026-06-25\|25.30\|-3.98\|26.30\|27.12\|25.08\|188124;2026-06-26\|24.43\|-3.44\|25.80\|25.80\|24.02\|140339;2026-06-29\|26.87\|9.99\|24.55\|26.87\|24.32\|267151;2026-06-30\|26.90\|0.11\|27.00\|27.36\|26.09\|260635;2026-07-01\|26.05\|-3.16\|26.88\|27.45\|25.68\|221547;2026-07-02\|25.94\|-0.42\|25.86\|27.17\|24.73\|186816;2026-07-03\|27.60\|6.40\|25.65\|27.95\|25.18\|278816;2026-07-06\|29.75\|7.79\|28.45\|30.36\|28.10\|367779;2026-07-07\|26.78\|-9.98\|28.62\|30.77\|26.78\|330783;2026-07-08\|24.10\|-10.01\|24.50\|25.50\|24.10\|208507;2026-07-09\|22.19\|-7.93\|22.00\|23.02\|21.69\|282906;2026-07-10\|21.40\|-3.56\|22.00\|24.00\|21.31\|249010;2026-07-13\|19.90\|-7.01\|21.00\|21.81\|19.85\|176839;2026-07-14\|20.07\|0.85\|19.89\|20.25\|19.25\|109281;2026-07-15\|20.13\|0.30\|20.50\|20.94\|19.77\|105718;2026-07-16\|18.98\|-5.71\|19.80\|20.05\|18.75\|103069;2026-07-17\|17.80\|-6.22\|19.15\|19.15\|17.56\|102138;2026-07-20\|16.55\|-7.02\|18.14\|18.17\|16.20\|112600;2026-07-21\|17.32\|4.65\|16.97\|17.40\|15.50\|125041;2026-07-22\|16.61\|-4.10\|17.13\|17.32\|16.45\|80898
62711	宁德时代单季净利润超两百亿，股价创历史新高	铅酸电池+低压电源+西部大开发行业原因： 1、瑞银此前将2026年锂辉石价上调74%至3131美元/吨，称全球锂市进入第三次价格超级周期，储能需求爆发成核心推力。 2、宁德时代3月9日年报显示2025年净利722亿元、同比增42%，锂电销量661GWh创历史新高，龙头盈利与扩张共振提振板块。公司原因： 1、据2025年4月30日年报，公司主营铅酸蓄电池，产品聚焦汽车起动启停电池，2025年确保销量突破280万只、力争突破300万只，并加大EFB、AGM及新能源驻车空调电池、低压辅助电池布局，面向无人智能装备、智能机器人、电动机械等低压电源需求。 2、据2025年4月30日年报，公司注册地位于重庆市江津区，具备西部大开发区域概念。 3、据2026年1月20日业绩预亏公告，2025年预计亏损约4500万元，亏损幅度较2024年有所收窄，主因成本控制见效。	公司主要从事铅酸电池产品的研产销，产品主要应用于汽车起动启停领域，旗下特瑞电池全部投产后磷酸铁锂的设计产能将达到 10 万吨 / 年	2026-03-13\|15.51\|10.00\|14.00\|15.51\|13.86\|76061;2026-03-16\|14.49\|-6.58\|15.36\|15.60\|13.97\|165364;2026-03-17\|14.10\|-2.69\|14.46\|14.93\|14.00\|104179;2026-03-18\|14.98\|6.24\|14.40\|15.20\|14.00\|104907;2026-03-19\|14.35\|-4.21\|15.29\|15.30\|14.22\|62449;2026-03-20\|13.64\|-4.95\|14.60\|15.36\|13.60\|68719;2026-03-23\|12.96\|-4.99\|13.20\|14.60\|12.92\|89606;2026-03-24\|13.66\|5.40\|13.60\|13.75\|13.03\|72502;2026-03-25\|13.90\|1.76\|13.79\|14.10\|13.75\|46472;2026-03-26\|13.58\|-2.30\|13.93\|14.08\|13.51\|36214;2026-03-27\|13.87\|2.14\|13.55\|13.93\|13.42\|36868;2026-03-30\|13.69\|-1.30\|13.88\|13.96\|13.54\|42927;2026-03-31\|13.19\|-3.65\|13.65\|13.88\|13.19\|40145;2026-04-01\|12.90\|-2.20\|13.64\|13.66\|12.70\|56483;2026-04-02\|12.59\|-2.40\|12.88\|12.94\|12.38\|42441;2026-04-03\|12.11\|-3.81\|12.74\|12.74\|12.01\|31117;2026-04-07\|12.58\|3.88\|12.24\|12.64\|12.05\|35630;2026-04-08\|13.06\|3.82\|12.87\|13.15\|12.70\|33438;2026-04-09\|12.81\|-1.91\|13.06\|13.06\|12.64\|23414;2026-04-10\|13.65\|6.56\|12.96\|13.70\|12.96\|50124;2026-04-13\|13.90\|1.83\|13.66\|14.08\|13.46\|49319;2026-04-14\|13.66\|-1.73\|14.14\|14.14\|13.45\|39552;2026-04-15\|13.30\|-2.64\|13.67\|13.69\|13.23\|31810;2026-04-16\|14.63\|10.00\|13.41\|14.63\|13.23\|89900;2026-04-17\|14.79\|1.09\|14.48\|15.20\|14.32\|105797;2026-04-20\|14.88\|0.61\|14.79\|15.18\|14.33\|70979;2026-04-21\|14.66\|-1.48\|14.90\|15.00\|14.59\|45808;2026-04-22\|14.61\|-0.34\|14.60\|14.79\|14.51\|29882;2026-04-23\|14.35\|-1.78\|14.67\|14.77\|14.22\|28651;2026-04-24\|14.28\|-0.49\|14.00\|14.46\|14.00\|31979;2026-04-27\|14.46\|1.26\|14.23\|14.50\|14.08\|27744;2026-04-28\|14.38\|-0.55\|14.37\|14.65\|14.15\|34655;2026-04-29\|14.76\|2.64\|14.29\|14.85\|14.15\|35499;2026-04-30\|14.77\|0.07\|14.68\|14.98\|14.35\|38998;2026-05-06\|14.79\|0.14\|14.82\|15.00\|14.62\|49315;2026-05-07\|14.94\|1.01\|14.80\|15.05\|14.65\|40618;2026-05-08\|14.85\|-0.60\|14.81\|14.92\|14.57\|31006;2026-05-11\|14.86\|0.07\|14.85\|15.12\|14.72\|35261;2026-05-12\|14.70\|-1.08\|14.87\|14.97\|14.60\|28504;2026-05-13\|14.79\|0.61\|14.72\|15.09\|14.58\|28873;2026-05-14\|15.29\|3.38\|14.80\|15.35\|14.43\|68021;2026-05-15\|15.36\|0.46\|14.69\|15.55\|14.65\|81927;2026-05-18\|16.90\|10.03\|15.14\|16.90\|14.83\|128542;2026-05-19\|17.46\|3.31\|16.51\|17.46\|16.32\|149990;2026-05-20\|17.72\|1.49\|17.11\|17.90\|16.80\|92477;2026-05-21\|16.83\|-5.02\|17.76\|18.17\|16.83\|89121;2026-05-22\|16.66\|-1.01\|17.17\|17.20\|16.29\|73987;2026-05-25\|16.45\|-1.26\|16.91\|17.09\|15.84\|66404;2026-05-26\|15.92\|-3.22\|16.34\|16.75\|15.55\|51978;2026-05-27\|15.03\|-5.59\|15.97\|16.09\|15.00\|50023;2026-05-28\|15.20\|1.13\|15.03\|15.45\|14.49\|45750;2026-05-29\|14.53\|-4.41\|15.20\|15.40\|14.31\|37365;2026-06-01\|15.98\|9.98\|14.52\|15.98\|14.04\|26932;2026-06-02\|15.35\|-3.94\|16.02\|16.42\|14.78\|85455;2026-06-03\|15.16\|-1.24\|15.62\|15.72\|14.99\|45398;2026-06-04\|14.93\|-1.52\|15.30\|15.71\|14.82\|38461;2026-06-05\|15.00\|0.47\|14.98\|15.39\|14.55\|36072;2026-06-08\|14.52\|-3.20\|14.69\|15.30\|14.18\|37829;2026-06-09\|14.61\|0.62\|14.73\|14.88\|14.27\|28427;2026-06-10\|15.03\|2.87\|14.52\|15.18\|13.80\|46224;2026-06-11\|14.45\|-3.86\|14.77\|15.62\|14.30\|39936;2026-06-12\|15.34\|6.16\|14.81\|15.90\|14.38\|73097;2026-06-15\|14.59\|-4.89\|15.37\|15.70\|14.32\|67391;2026-06-16\|14.02\|-3.91\|14.48\|14.52\|13.84\|44953;2026-06-17\|13.69\|-2.35\|14.02\|14.03\|13.57\|37212;2026-06-18\|14.47\|5.70\|13.35\|14.88\|13.35\|62424;2026-06-22\|15.10\|4.35\|14.47\|15.43\|13.92\|56522;2026-06-23\|15.30\|1.32\|15.00\|15.60\|14.81\|34716;2026-06-24\|14.40\|-5.88\|15.14\|15.39\|14.28\|44810;2026-06-25\|14.16\|-1.67\|14.73\|14.84\|14.04\|25174;2026-06-26\|13.71\|-3.18\|14.60\|14.60\|13.70\|28957;2026-06-29\|13.56\|-1.09\|13.63\|13.90\|13.06\|26659;2026-06-30\|13.49\|-0.52\|13.52\|13.86\|13.11\|17874;2026-07-01\|13.73\|1.78\|13.47\|14.17\|13.13\|35234;2026-07-02\|13.94\|1.53\|13.66\|14.22\|13.66\|32248;2026-07-03\|13.60\|-2.44\|13.95\|14.20\|13.52\|26647;2026-07-06\|13.22\|-2.79\|13.60\|13.85\|13.18\|35061;2026-07-07\|12.64\|-4.39\|13.20\|13.38\|12.60\|23366;2026-07-08\|12.36\|-2.22\|12.50\|12.66\|12.25\|17233;2026-07-09\|12.34\|-0.16\|12.36\|12.48\|11.95\|17433;2026-07-10\|12.41\|0.57\|12.35\|12.74\|12.11\|19196;2026-07-13\|11.66\|-6.04\|12.36\|13.09\|11.52\|24852;2026-07-14\|11.88\|1.89\|11.67\|12.00\|11.27\|25740;2026-07-15\|11.74\|-1.18\|11.89\|12.15\|11.53\|27852;2026-07-16\|11.74\|0.00\|11.67\|12.33\|11.49\|38369;2026-07-17\|11.03\|-6.05\|11.95\|12.00\|10.90\|31603;2026-07-20\|10.47\|-5.08\|11.03\|11.70\|10.22\|43421;2026-07-21\|10.59\|1.15\|10.54\|10.73\|9.66\|37470;2026-07-22\|10.14\|-4.25\|10.38\|10.62\|10.01\|23800
62710	宁德时代单季净利润超两百亿，股价创历史新高	锂电回收+拟并购杭州蓝然+核电废水处理+膜分离装备 1、据2025年12月1日董事会决议公告，公司拟发行股份及支付现金收购杭州蓝然100%股权，整合电渗析全链条技术，切入盐湖提锂、锂电回收及碳捕捉等新兴市场。 2、据2025年6月23日互动易，公司拥有放射性废水多级浓缩深度处理技术，已参与核电行业项目招标并实现项目落地。 3、据2026年4月10日披露的2025年年报，公司主营膜分离装备、高性能膜组件及高浓度污废水处理服务，2025年营收5.08亿元，净利润5119.37万元，拟每10股派3.90元，分红比例88.65%。	公司位于福建厦门，拟收购杭州蓝然100%股权，整合电渗析全链条技术，切入盐湖提锂、锂电回收及碳捕捉等新兴市场	2026-03-13\|52.50\|-1.67\|53.39\|53.99\|52.40\|14977;2026-03-16\|52.10\|-0.76\|52.76\|53.00\|50.92\|17617;2026-03-17\|50.10\|-3.84\|52.36\|52.44\|49.60\|25375;2026-03-18\|50.50\|0.80\|50.10\|50.79\|49.50\|12176;2026-03-19\|48.92\|-3.13\|50.05\|50.44\|48.52\|14148;2026-03-20\|50.45\|3.13\|49.56\|52.32\|49.36\|20880;2026-03-23\|47.18\|-6.48\|49.56\|50.27\|47.02\|19293;2026-03-24\|49.50\|4.92\|48.48\|49.59\|47.29\|13660;2026-03-25\|50.48\|1.98\|49.75\|50.93\|49.75\|10235;2026-03-26\|49.41\|-2.12\|50.48\|50.73\|49.00\|8125;2026-03-27\|49.50\|0.18\|49.10\|49.74\|48.80\|6289;2026-03-30\|49.98\|0.97\|49.00\|50.70\|49.00\|9907;2026-03-31\|49.12\|-1.72\|49.93\|50.52\|49.11\|7165;2026-04-01\|50.35\|2.50\|49.43\|51.18\|49.43\|10538;2026-04-02\|49.94\|-0.81\|50.02\|50.57\|49.41\|7466;2026-04-03\|49.52\|-0.84\|50.19\|50.40\|49.20\|7952;2026-04-07\|49.37\|-0.30\|49.38\|50.20\|48.95\|10223;2026-04-08\|51.41\|4.13\|49.77\|51.50\|49.77\|13476;2026-04-09\|52.10\|1.34\|50.50\|52.97\|50.01\|15236;2026-04-10\|51.64\|-0.88\|52.36\|53.00\|51.01\|14666;2026-04-13\|50.73\|-1.76\|51.66\|53.76\|50.51\|17903;2026-04-14\|50.24\|-0.97\|50.99\|51.46\|49.70\|13033;2026-04-15\|50.19\|-0.10\|50.91\|51.33\|49.90\|8812;2026-04-16\|60.23\|20.00\|50.19\|60.23\|50.19\|88146;2026-04-17\|64.28\|6.72\|62.00\|67.88\|60.23\|93911;2026-04-20\|68.30\|6.25\|63.96\|68.88\|63.43\|65226;2026-04-21\|64.20\|-6.00\|68.14\|68.64\|62.83\|47552;2026-04-22\|66.00\|2.80\|63.94\|66.50\|62.50\|36036;2026-04-23\|69.70\|5.61\|66.50\|70.60\|65.80\|43816;2026-04-24\|69.98\|0.40\|67.09\|71.55\|65.00\|44119;2026-04-27\|70.60\|0.89\|71.43\|72.00\|67.67\|37610;2026-04-28\|67.78\|-3.99\|70.60\|71.94\|67.25\|34490;2026-04-29\|69.21\|2.11\|67.02\|70.08\|67.02\|25043;2026-04-30\|69.01\|-0.29\|69.56\|70.00\|68.30\|17387;2026-05-06\|71.68\|3.87\|69.98\|72.38\|68.00\|31723;2026-05-07\|80.18\|11.86\|71.35\|82.82\|70.27\|48821;2026-05-08\|77.29\|-3.60\|79.42\|79.85\|76.50\|29839;2026-05-11\|78.00\|0.92\|77.31\|79.18\|76.10\|33070;2026-05-12\|74.27\|-4.78\|78.00\|78.00\|73.04\|26529;2026-05-13\|73.60\|-0.90\|74.56\|76.44\|72.58\|19805;2026-05-14\|71.30\|-2.61\|73.50\|73.93\|69.88\|22544;2026-05-15\|72.40\|1.54\|71.92\|73.97\|70.43\|23169;2026-05-18\|71.51\|-1.23\|72.10\|73.00\|69.50\|15578;2026-05-19\|72.11\|0.84\|72.23\|72.66\|69.60\|14098;2026-05-20\|73.68\|2.18\|72.11\|74.48\|71.25\|18039;2026-05-21\|69.86\|-5.18\|72.95\|74.05\|68.58\|17896;2026-05-22\|70.50\|0.92\|71.18\|71.48\|69.55\|11889;2026-05-25\|72.02\|2.16\|70.50\|73.56\|70.07\|16854;2026-05-26\|73.18\|1.61\|71.51\|73.18\|69.52\|17793;2026-05-27\|75.06\|2.57\|75.00\|87.00\|74.45\|67385;2026-05-28\|68.50\|-8.74\|76.80\|76.80\|67.51\|43845;2026-05-29\|63.70\|-7.01\|68.08\|68.15\|63.10\|37023;2026-06-01\|60.16\|-5.56\|63.40\|64.46\|60.00\|29783;2026-06-02\|56.63\|-5.87\|60.60\|60.84\|56.00\|30766;2026-06-03\|57.00\|0.65\|56.37\|57.52\|54.50\|23689;2026-06-04\|54.53\|-4.33\|56.35\|56.93\|54.00\|22330;2026-06-05\|58.10\|6.55\|55.97\|58.97\|53.64\|29823;2026-06-08\|55.05\|-5.25\|56.35\|57.85\|53.90\|22116;2026-06-09\|57.30\|4.09\|55.34\|57.50\|55.25\|14900;2026-06-10\|57.20\|-0.17\|56.90\|57.84\|55.30\|12313;2026-06-11\|56.40\|-1.40\|57.41\|58.00\|54.80\|22189;2026-06-12\|56.51\|0.20\|56.60\|57.25\|55.12\|15563;2026-06-15\|54.99\|-2.69\|56.51\|57.15\|53.99\|26105;2026-06-16\|54.00\|-1.80\|55.00\|56.00\|53.59\|23230;2026-06-17\|54.09\|0.17\|54.30\|55.17\|53.65\|15169;2026-06-18\|56.19\|3.88\|54.10\|57.17\|50.16\|36756;2026-06-22\|56.68\|0.87\|55.00\|56.69\|53.07\|36683;2026-06-23\|62.35\|10.00\|56.68\|66.13\|56.19\|50511;2026-06-24\|62.09\|-0.42\|61.83\|62.87\|59.30\|33482;2026-06-25\|58.01\|-6.57\|62.31\|62.31\|57.70\|25035;2026-06-26\|53.96\|-6.98\|57.03\|57.43\|53.68\|25425;2026-06-29\|52.68\|-2.37\|53.70\|56.89\|51.23\|17294;2026-06-30\|53.26\|1.10\|52.95\|53.70\|52.26\|13674;2026-07-01\|53.46\|0.38\|53.53\|54.10\|52.78\|13460;2026-07-02\|52.08\|-2.58\|53.05\|54.27\|51.73\|14503;2026-07-03\|51.77\|-0.60\|52.29\|52.67\|51.65\|9564;2026-07-06\|52.23\|0.89\|51.80\|53.00\|50.85\|10759;2026-07-07\|51.49\|-1.42\|51.98\|52.41\|50.56\|9035;2026-07-08\|49.38\|-4.10\|51.44\|51.54\|48.91\|10417;2026-07-09\|48.80\|-1.17\|49.84\|50.04\|47.24\|12426;2026-07-10\|49.50\|1.43\|48.98\|50.50\|48.63\|10779;2026-07-13\|46.10\|-6.87\|49.01\|49.01\|45.70\|12269;2026-07-14\|46.21\|0.24\|46.01\|46.65\|44.40\|13294;2026-07-15\|45.75\|-1.00\|46.30\|46.66\|45.35\|6422;2026-07-16\|44.18\|-3.43\|45.16\|45.74\|44.00\|7727;2026-07-17\|41.50\|-6.07\|44.18\|44.65\|40.52\|13193;2026-07-20\|38.85\|-6.39\|41.89\|42.42\|38.20\|18884;2026-07-21\|41.52\|6.87\|39.05\|41.81\|35.26\|26462;2026-07-22\|41.27\|-0.60\|41.52\|42.76\|40.68\|16704
62709	宁德时代单季净利润超两百亿，股价创历史新高	锂盐湖+二期爬坡+宝武央企行业原因： 1、据证券时报4月15日报道，宜春四家锂矿5月或停产换证，国内整改叠加海外进口受限，碳酸锂供应短期受挤压，期货主力合约盘中突破17万元/吨。 2、方正证券4月11日研报指出，下游4-5月排产创新高，储能需求确定，动力端销量回升，供需紧张支撑锂价高位。公司原因： 1、据2025年年度报告，扎布耶盐湖二期万吨电池级碳酸锂项目已于2025年9月投产，设计年产能1.2万吨，目前处于产能爬坡阶段，公司正全力攻坚“达产、达标、达效”。 2、据2025年年度报告，公司拥有亚洲最大锂矿盐湖扎布耶独家开采权及罗布莎铬铁矿采矿权，铬铁矿批复规模15万吨/年，资源储量与品位优势显著。 3、据2025年年度报告，公司为宝武集团一级子公司，最终控制人为国务院国资委，享有西藏特殊政策及央企协同优势。	1、公司拥有独家开采权的西藏扎布耶盐湖是世界三大、亚洲第一大锂矿盐湖，扎布耶盐湖卤水类型为碳酸盐型； 2、参股金川集团股份有限公司，金川集团主要生产镍、铜、钴、铂族贵金属及有色金属压延加工产品、化工产品、有色金属化学品、有色金属新材料等，拥有世界第三大硫化镍铜矿床，是中国最大、世界领先的镍钴生产基地	2026-03-13\|29.56\|2.07\|29.26\|30.76\|29.08\|316793;2026-03-16\|29.16\|-1.35\|29.41\|29.89\|28.31\|256190;2026-03-17\|28.19\|-3.33\|29.16\|29.47\|28.18\|170548;2026-03-18\|27.48\|-2.52\|28.19\|28.60\|27.21\|159802;2026-03-19\|25.85\|-5.93\|27.06\|27.10\|25.68\|241219;2026-03-20\|26.05\|0.77\|26.12\|27.25\|25.55\|265404;2026-03-23\|25.53\|-2.00\|25.49\|26.98\|25.28\|254281;2026-03-24\|26.71\|4.62\|26.21\|26.74\|25.28\|276014;2026-03-25\|27.23\|1.95\|27.24\|27.68\|26.62\|254320;2026-03-26\|28.80\|5.77\|27.01\|29.28\|26.96\|400185;2026-03-27\|30.83\|7.05\|28.66\|31.23\|28.30\|482435;2026-03-30\|30.90\|0.23\|30.97\|31.29\|30.43\|419387;2026-03-31\|29.04\|-6.02\|30.59\|30.59\|28.90\|361794;2026-04-01\|28.42\|-2.13\|29.44\|29.50\|28.30\|257240;2026-04-02\|31.26\|9.99\|28.31\|31.26\|27.88\|646912;2026-04-03\|30.29\|-3.10\|31.26\|32.15\|30.16\|532703;2026-04-07\|30.40\|0.36\|30.34\|30.60\|29.87\|329879;2026-04-08\|30.75\|1.15\|30.30\|30.99\|29.68\|372260;2026-04-09\|30.80\|0.16\|30.75\|31.47\|30.14\|384211;2026-04-10\|33.88\|10.00\|30.80\|33.88\|30.51\|827075;2026-04-13\|33.66\|-0.65\|34.20\|35.38\|33.46\|914816;2026-04-14\|34.33\|1.99\|34.32\|34.62\|33.42\|470284;2026-04-15\|33.74\|-1.72\|34.41\|35.06\|33.47\|437601;2026-04-16\|37.11\|9.99\|34.06\|37.11\|33.85\|776613;2026-04-17\|36.84\|-0.73\|37.85\|39.06\|36.78\|682254;2026-04-20\|36.00\|-2.28\|36.52\|37.40\|35.79\|512321;2026-04-21\|35.58\|-1.17\|36.39\|37.14\|35.25\|603533;2026-04-22\|37.25\|4.69\|35.30\|37.95\|35.13\|651504;2026-04-23\|35.72\|-4.11\|36.88\|36.88\|34.25\|584484;2026-04-24\|38.50\|7.78\|35.00\|39.18\|35.00\|685132;2026-04-27\|37.47\|-2.68\|37.77\|38.74\|37.25\|518047;2026-04-28\|36.73\|-1.97\|37.21\|37.41\|36.25\|317697;2026-04-29\|38.90\|5.91\|35.99\|39.33\|35.76\|557473;2026-04-30\|38.70\|-0.51\|38.47\|39.87\|38.14\|491464;2026-05-06\|39.60\|2.33\|39.00\|40.19\|37.90\|544501;2026-05-07\|38.40\|-3.03\|39.13\|40.50\|37.51\|534899;2026-05-08\|37.43\|-2.53\|38.41\|41.43\|37.00\|625666;2026-05-11\|37.43\|0.00\|38.17\|40.00\|36.70\|613266;2026-05-12\|35.95\|-3.95\|37.50\|37.58\|35.60\|466715;2026-05-13\|35.34\|-1.70\|35.74\|36.27\|35.07\|330099;2026-05-14\|34.03\|-3.71\|34.99\|35.26\|34.00\|322185;2026-05-15\|33.21\|-2.41\|34.02\|34.34\|32.91\|320831;2026-05-18\|33.10\|-0.33\|32.95\|33.76\|32.70\|240335;2026-05-19\|32.08\|-3.08\|32.99\|32.99\|31.60\|272401;2026-05-20\|32.48\|1.25\|31.80\|33.10\|31.18\|312302;2026-05-21\|31.25\|-3.79\|32.78\|33.20\|31.25\|256748;2026-05-22\|31.88\|2.02\|31.33\|32.04\|30.81\|183196;2026-05-25\|31.40\|-1.51\|31.89\|32.36\|31.30\|172939;2026-05-26\|31.20\|-0.64\|31.11\|31.57\|30.24\|224333;2026-05-27\|30.39\|-2.60\|31.04\|31.78\|30.24\|182765;2026-05-28\|30.31\|-0.26\|30.39\|30.99\|29.56\|184196;2026-05-29\|29.57\|-2.44\|30.60\|30.78\|29.50\|185462;2026-06-01\|29.35\|-0.74\|29.42\|29.87\|29.18\|142623;2026-06-02\|29.13\|-0.75\|29.24\|29.35\|28.04\|194339;2026-06-03\|29.31\|0.62\|28.79\|29.70\|28.60\|179160;2026-06-04\|28.08\|-4.20\|29.17\|29.18\|27.89\|216357;2026-06-05\|27.99\|-0.32\|28.15\|28.66\|27.29\|221281;2026-06-08\|26.61\|-4.93\|27.45\|28.16\|26.11\|209303;2026-06-09\|27.79\|4.43\|26.92\|28.10\|26.34\|244306;2026-06-10\|28.01\|0.79\|27.50\|28.79\|27.36\|257411;2026-06-11\|29.38\|4.89\|28.18\|30.36\|27.81\|437237;2026-06-12\|30.70\|4.49\|29.37\|31.35\|28.80\|439255;2026-06-15\|30.56\|-0.46\|30.50\|31.30\|29.90\|349549;2026-06-16\|30.38\|-0.59\|29.97\|30.80\|29.35\|251242;2026-06-17\|30.18\|-0.66\|30.57\|30.77\|30.00\|195431;2026-06-18\|30.13\|-0.17\|29.66\|30.64\|29.35\|242586;2026-06-22\|30.49\|1.19\|28.88\|30.65\|28.58\|311650;2026-06-23\|28.70\|-5.87\|30.40\|30.45\|28.56\|269385;2026-06-24\|29.80\|3.83\|28.55\|30.13\|28.00\|288693;2026-06-25\|28.34\|-4.90\|29.28\|30.03\|28.18\|254994;2026-06-26\|26.32\|-7.13\|28.15\|28.51\|26.26\|241822;2026-06-29\|26.02\|-1.14\|26.42\|26.57\|25.09\|212071;2026-06-30\|26.70\|2.61\|26.03\|27.26\|25.87\|192124;2026-07-01\|28.26\|5.84\|26.80\|28.49\|26.00\|277127;2026-07-02\|27.54\|-2.55\|27.98\|28.48\|27.31\|179339;2026-07-03\|26.96\|-2.11\|27.84\|27.95\|26.94\|176261;2026-07-06\|26.67\|-1.08\|26.95\|27.87\|26.47\|196013;2026-07-07\|26.33\|-1.27\|26.72\|27.40\|26.30\|184365;2026-07-08\|24.68\|-6.27\|26.30\|26.37\|24.63\|226886;2026-07-09\|23.49\|-4.82\|24.59\|24.67\|22.82\|263384;2026-07-10\|23.49\|0.00\|23.52\|23.72\|22.88\|215558;2026-07-13\|21.98\|-6.43\|23.10\|23.10\|21.88\|219692;2026-07-14\|22.51\|2.41\|22.27\|22.53\|21.66\|190616;2026-07-15\|22.12\|-1.73\|22.55\|22.67\|22.00\|131819;2026-07-16\|21.54\|-2.62\|21.75\|22.10\|21.44\|154966;2026-07-17\|20.73\|-3.76\|21.55\|21.83\|20.66\|179111;2026-07-20\|19.73\|-4.82\|20.73\|20.80\|19.31\|249609;2026-07-21\|20.61\|4.46\|19.73\|20.62\|19.50\|238345;2026-07-22\|20.70\|0.44\|20.59\|21.05\|20.45\|182989
62708	宁德时代单季净利润超两百亿，股价创历史新高	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 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6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	控股子公司柔震科技与某固态电池生产企业签署战略合作框架协议，推动复合集流体在固态电池领域应用	2026-03-17\|43.08\|1.08\|45.00\|45.15\|40.67\|302821;2026-03-18\|44.61\|3.55\|42.36\|45.83\|42.36\|185798;2026-03-19\|40.75\|-8.65\|43.04\|43.48\|40.38\|154810;2026-03-20\|39.33\|-3.48\|41.45\|41.59\|39.22\|120078;2026-03-23\|38.39\|-2.39\|37.76\|39.97\|37.76\|117967;2026-03-24\|41.24\|7.42\|39.50\|41.36\|38.00\|117493;2026-03-25\|44.18\|7.13\|42.07\|44.73\|41.11\|122675;2026-03-26\|39.76\|-10.00\|44.18\|44.18\|39.76\|150494;2026-03-27\|39.84\|0.20\|38.54\|40.86\|38.13\|114737;2026-03-30\|42.00\|5.42\|38.81\|42.35\|38.21\|116604;2026-03-31\|39.76\|-5.33\|41.99\|41.99\|39.26\|98188;2026-04-01\|40.40\|1.61\|40.72\|41.81\|40.22\|59808;2026-04-02\|39.80\|-1.49\|41.22\|41.22\|39.40\|48419;2026-04-03\|40.00\|0.50\|39.87\|40.96\|39.61\|36139;2026-04-07\|39.60\|-1.00\|40.00\|41.26\|39.37\|36781;2026-04-08\|42.47\|7.25\|40.50\|42.60\|40.30\|64852;2026-04-09\|42.90\|1.01\|41.90\|43.70\|41.40\|87552;2026-04-10\|42.62\|-0.65\|43.22\|44.22\|42.57\|95515;2026-04-13\|42.72\|0.23\|42.21\|44.11\|42.21\|55482;2026-04-14\|42.80\|0.19\|42.93\|43.79\|41.78\|74854;2026-04-15\|42.12\|-1.59\|43.34\|43.98\|41.90\|80440;2026-04-16\|46.33\|10.00\|42.12\|46.33\|42.12\|160315;2026-04-17\|50.22\|8.40\|48.65\|50.90\|47.47\|261667;2026-04-20\|48.97\|-2.49\|50.73\|50.98\|48.40\|135755;2026-04-21\|46.69\|-4.66\|48.39\|48.39\|46.03\|156199;2026-04-22\|47.26\|1.22\|46.80\|47.71\|46.15\|87357;2026-04-23\|45.58\|-3.55\|47.26\|47.45\|44.90\|91971;2026-04-24\|45.98\|0.88\|44.84\|46.78\|44.72\|91688;2026-04-27\|47.39\|3.07\|46.80\|48.49\|46.26\|137935;2026-04-28\|48.85\|3.08\|47.41\|50.13\|46.50\|157696;2026-04-29\|49.50\|1.33\|48.11\|50.16\|48.00\|108795;2026-04-30\|51.00\|3.03\|49.30\|51.09\|48.35\|102762;2026-05-06\|49.93\|-2.10\|50.21\|51.79\|49.50\|138962;2026-05-07\|50.28\|0.70\|49.93\|51.69\|49.66\|113664;2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|72.58\|-7.42\|78.40\|79.39\|71.55\|189587;2026-07-14\|77.49\|6.76\|72.55\|78.25\|72.05\|183569;2026-07-15\|72.53\|-6.40\|79.00\|79.36\|72.00\|115367;2026-07-16\|69.83\|-3.72\|71.72\|74.20\|68.51\|161049;2026-07-17\|63.45\|-9.14\|69.83\|72.17\|63.03\|172272;2026-07-20\|57.11\|-9.99\|65.01\|65.90\|57.11\|176913;2026-07-21\|62.01\|8.58\|57.11\|62.01\|51.40\|252809;2026-07-22\|60.50\|-2.44\|61.65\|64.60\|59.65\|185202
62707	宁德时代单季净利润超两百亿，股价创历史新高	盐湖提锂+锂矿布局+金属镍+固废回收行业原因：据证券日报4月24日报道，2026年一季度，锂矿板块7家公司一季度业绩均较上年同期有大幅改善，行业回暖态势显著。碳酸锂价格震荡走高，头部锂矿、盐湖提锂企业迎来盈利修复。公司原因： 1、据2025年8月30日半年报，公司捌千错盐湖提锂项目采用“国际领先水平”电化学脱嵌法技术，为全球首次实地应用；公司围绕盐湖锂矿已在西藏、阿根廷布局，并计划拓展西非尼日利亚及南部非洲硬岩型锂矿资源。 2、据2025年8月30日半年报，公司固危废资源化综合利用业务2025年上半年收入同比上升39.96%，产品主要为电解铜及含金物料。 3、据互动易，公司江西新金叶和汇盈两家企业金属镍设计产能6000吨/年。	公司新能源材料业务构建了上游锂资源开采提炼、下游废旧锂电池回收利用为一体的循环经济体系，已在国内西藏地区，海外阿根廷卡塔马卡省、萨尔塔省布局锂资源；西藏捌千错项目完成了年产2000吨碳酸锂产线的建设	2026-03-13\|6.37\|2.08\|6.25\|6.44\|6.23\|375253;2026-03-16\|6.12\|-3.92\|6.31\|6.31\|6.04\|390192;2026-03-17\|6.05\|-1.14\|6.12\|6.25\|6.04\|266027;2026-03-18\|5.99\|-0.99\|6.11\|6.11\|5.91\|216170;2026-03-19\|5.68\|-5.18\|5.90\|5.95\|5.63\|285809;2026-03-20\|5.56\|-2.11\|5.73\|5.78\|5.47\|265118;2026-03-23\|5.33\|-4.14\|5.42\|5.65\|5.29\|278156;2026-03-24\|5.69\|6.75\|5.47\|5.70\|5.41\|326237;2026-03-25\|5.85\|2.81\|5.72\|5.87\|5.69\|252362;2026-03-26\|6.01\|2.73\|5.82\|6.24\|5.78\|459739;2026-03-27\|6.61\|9.98\|5.98\|6.61\|5.90\|590039;2026-03-30\|6.83\|3.33\|6.69\|7.05\|6.60\|1477130;2026-03-31\|6.60\|-3.37\|6.71\|6.86\|6.58\|921705;2026-04-01\|6.37\|-3.48\|6.65\|6.71\|6.32\|548447;2026-04-02\|6.42\|0.78\|6.31\|6.77\|6.30\|757620;2026-04-03\|6.04\|-5.92\|6.36\|6.46\|5.93\|558623;2026-04-07\|6.16\|1.99\|6.16\|6.22\|6.04\|360205;2026-04-08\|6.40\|3.90\|6.33\|6.40\|6.13\|342866;2026-04-09\|6.19\|-3.28\|6.33\|6.35\|6.06\|318801;2026-04-10\|6.26\|1.13\|6.29\|6.40\|6.17\|409706;2026-04-13\|6.51\|3.99\|6.23\|6.65\|6.16\|670620;2026-04-14\|6.66\|2.30\|6.49\|6.68\|6.44\|505945;2026-04-15\|6.44\|-3.30\|6.60\|6.69\|6.40\|375572;2026-04-16\|7.08\|9.94\|6.45\|7.08\|6.45\|618612;2026-04-17\|6.83\|-3.53\|6.96\|6.99\|6.73\|1017883;2026-04-20\|6.78\|-0.73\|6.78\|6.90\|6.73\|508546;2026-04-21\|6.68\|-1.47\|6.62\|6.88\|6.47\|745283;2026-04-22\|6.69\|0.15\|6.76\|6.97\|6.65\|650277;2026-04-23\|6.51\|-2.69\|6.71\|6.74\|6.24\|734862;2026-04-24\|7.16\|9.98\|6.50\|7.16\|6.38\|1637894;2026-04-27\|7.24\|1.12\|6.94\|7.50\|6.94\|1576734;2026-04-28\|7.11\|-1.80\|7.15\|7.36\|7.05\|815832;2026-04-29\|7.37\|3.66\|7.06\|7.42\|6.90\|1022071;2026-04-30\|7.72\|4.75\|7.38\|8.03\|7.33\|1293753;2026-05-06\|7.82\|1.30\|7.80\|7.95\|7.57\|1028858;2026-05-07\|7.52\|-3.84\|7.83\|7.94\|7.40\|837060;2026-05-08\|7.83\|4.12\|7.64\|8.27\|7.59\|1587880;2026-05-11\|7.78\|-0.64\|7.82\|7.89\|7.55\|1078411;2026-05-12\|7.39\|-5.01\|8.00\|8.00\|7.31\|935885;2026-05-13\|7.58\|2.57\|7.35\|8.13\|7.27\|1239663;2026-05-14\|7.05\|-6.99\|7.50\|7.50\|7.05\|888795;2026-05-15\|6.83\|-3.12\|6.95\|7.16\|6.75\|642223;2026-05-18\|6.68\|-2.20\|6.72\|6.82\|6.63\|413557;2026-05-19\|6.20\|-7.19\|6.63\|6.63\|6.15\|671603;2026-05-20\|6.22\|0.32\|6.16\|6.38\|5.98\|503998;2026-05-21\|6.01\|-3.38\|6.25\|6.59\|6.00\|582029;2026-05-22\|6.13\|2.00\|6.01\|6.18\|5.92\|367708;2026-05-25\|5.93\|-3.26\|6.14\|6.18\|5.88\|362624;2026-05-26\|5.86\|-1.18\|5.86\|5.91\|5.69\|285643;2026-05-27\|5.62\|-4.10\|5.85\|5.89\|5.55\|367589;2026-05-28\|5.70\|1.42\|5.60\|5.76\|5.58\|253635;2026-05-29\|5.59\|-1.93\|5.71\|5.80\|5.53\|331726;2026-06-01\|5.61\|0.36\|5.55\|5.68\|5.53\|238063;2026-06-02\|5.42\|-3.39\|5.60\|5.61\|5.28\|295109;2026-06-03\|5.37\|-0.92\|5.36\|5.46\|5.30\|207272;2026-06-04\|5.23\|-2.61\|5.37\|5.37\|5.18\|231929;2026-06-05\|5.26\|0.57\|5.21\|5.37\|5.11\|252290;2026-06-08\|5.02\|-4.56\|5.13\|5.26\|4.96\|262719;2026-06-09\|5.17\|2.99\|5.12\|5.20\|5.00\|218972;2026-06-10\|5.09\|-1.55\|5.12\|5.30\|5.01\|285790;2026-06-11\|5.14\|0.98\|5.04\|5.20\|4.98\|277177;2026-06-12\|5.23\|1.75\|5.23\|5.37\|5.09\|309644;2026-06-15\|5.42\|3.63\|5.28\|5.53\|5.28\|337198;2026-06-16\|5.41\|-0.18\|5.40\|5.49\|5.26\|256767;2026-06-17\|5.34\|-1.29\|5.36\|5.45\|5.28\|222752;2026-06-18\|5.18\|-3.00\|5.29\|5.29\|5.14\|233034;2026-06-22\|5.60\|8.11\|5.10\|5.69\|4.98\|577201;2026-06-23\|5.29\|-5.54\|5.55\|5.57\|5.25\|357021;2026-06-24\|5.41\|2.27\|5.28\|5.44\|5.12\|321155;2026-06-25\|5.13\|-5.18\|5.33\|5.45\|5.12\|322103;2026-06-26\|4.80\|-6.43\|5.08\|5.11\|4.80\|337503;2026-06-29\|4.80\|0.00\|4.76\|4.83\|4.58\|224690;2026-06-30\|4.86\|1.25\|4.77\|4.89\|4.72\|197224;2026-07-01\|4.99\|2.67\|4.86\|5.07\|4.76\|244706;2026-07-02\|4.95\|-0.80\|4.97\|5.09\|4.92\|221394;2026-07-03\|4.91\|-0.81\|5.00\|5.03\|4.85\|195768;2026-07-06\|4.95\|0.81\|4.94\|5.26\|4.91\|248826;2026-07-07\|4.82\|-2.63\|4.91\|5.01\|4.78\|190169;2026-07-08\|4.62\|-4.15\|4.80\|4.82\|4.61\|198501;2026-07-09\|4.54\|-1.73\|4.57\|4.65\|4.40\|196652;2026-07-10\|4.58\|0.88\|4.55\|4.68\|4.44\|193741;2026-07-13\|4.32\|-5.68\|4.56\|4.57\|4.31\|193335;2026-07-14\|4.43\|2.55\|4.32\|4.44\|4.24\|185522;2026-07-15\|4.40\|-0.68\|4.36\|4.48\|4.33\|186018;2026-07-16\|4.40\|0.00\|4.38\|4.49\|4.34\|163461;2026-07-17\|4.19\|-4.77\|4.38\|4.46\|4.16\|194769;2026-07-20\|4.01\|-4.30\|4.20\|4.25\|3.91\|262650;2026-07-21\|4.02\|0.25\|3.99\|4.04\|3.80\|234316;2026-07-22\|3.95\|-1.74\|3.97\|4.06\|3.94\|163018
62706	宁德时代单季净利润超两百亿，股价创历史新高	人形机器人+锂电池结构件+特斯拉行业原因： 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27日投资者关系活动记录表，目前公司正加速推进机器人业务布局，整体进展推进顺利。核心品类方面，谐波减速机等相关部件依托长期技术积累与研发沉淀，产品成熟度高、性能稳定，获得客户端的认可。 2、据2025年年报，公司深度服务下游新能源汽车动力电池、储能电池和消费电子产品便携式锂电池行业的领先高端客户及知名客户，已与CATL、中创新航、亿纬锂能、欣旺达、力神、楚能新能源、瑞浦兰钧、远景动力、因湃电池等国内领先厂商以及LG、松下、特斯拉、ACC、三星等国外知名客户建立了长期稳定的战略合作关系。	国内最大的锂电池精密结构件供应商之一，年报净利润同比增长19.87%	2026-03-13\|163.46\|-0.13\|161.40\|166.90\|161.25\|40890;2026-03-16\|160.20\|-1.99\|163.45\|165.50\|159.79\|41041;2026-03-17\|157.13\|-1.92\|160.30\|162.62\|156.14\|45962;2026-03-18\|154.82\|-1.47\|157.49\|158.00\|151.50\|43730;2026-03-19\|149.50\|-3.44\|152.89\|153.50\|148.54\|50049;2026-03-20\|153.02\|2.35\|150.35\|157.58\|149.90\|50376;2026-03-23\|151.60\|-0.93\|151.98\|157.65\|149.73\|67996;2026-03-24\|149.58\|-1.33\|153.23\|153.82\|143.50\|54041;2026-03-25\|155.01\|3.63\|149.57\|157.00\|148.20\|53568;2026-03-26\|159.20\|2.70\|155.13\|161.19\|153.01\|58537;2026-03-27\|161.20\|1.26\|157.45\|162.26\|157.44\|43589;2026-03-30\|177.32\|10.00\|172.33\|177.32\|172.33\|81561;2026-03-31\|179.00\|0.95\|180.00\|183.99\|175.65\|191110;2026-04-01\|178.56\|-0.25\|179.81\|181.48\|177.00\|82298;2026-04-02\|183.90\|2.99\|179.84\|185.99\|177.55\|83174;2026-04-03\|180.99\|-1.58\|186.90\|188.80\|179.04\|70075;2026-04-07\|175.25\|-3.17\|178.50\|180.68\|172.55\|63392;2026-04-08\|181.00\|3.28\|178.89\|181.00\|175.76\|56593;2026-04-09\|182.51\|0.83\|179.78\|183.96\|178.48\|33138;2026-04-10\|183.40\|0.49\|182.82\|187.77\|180.01\|47051;2026-04-13\|184.90\|0.82\|181.00\|189.00\|180.21\|52442;2026-04-14\|188.98\|2.21\|186.01\|189.00\|184.00\|45632;2026-04-15\|186.90\|-1.10\|189.00\|193.50\|185.01\|54250;2026-04-16\|205.59\|10.00\|194.83\|205.59\|192.02\|53359;2026-04-17\|198.16\|-3.61\|202.11\|205.38\|196.29\|75756;2026-04-20\|199.61\|0.73\|201.32\|205.00\|196.00\|63731;2026-04-21\|207.10\|3.75\|196.99\|209.95\|196.80\|62558;2026-04-22\|209.57\|1.19\|205.03\|215.99\|205.03\|59004;2026-04-23\|205.87\|-1.77\|213.34\|213.69\|204.00\|43416;2026-04-24\|208.26\|1.16\|204.17\|209.77\|202.30\|42456;2026-04-27\|205.28\|-1.43\|207.80\|209.99\|204.82\|34726;2026-04-28\|191.25\|-6.83\|198.00\|199.72\|189.32\|87953;2026-04-29\|190.61\|-0.33\|191.15\|192.58\|182.33\|80256;2026-04-30\|190.45\|-0.08\|190.68\|192.11\|187.00\|53681;2026-05-06\|192.63\|1.14\|192.41\|197.42\|190.06\|65639;2026-05-07\|203.01\|5.39\|195.00\|204.25\|190.12\|76185;2026-05-08\|206.00\|1.47\|203.53\|210.96\|201.99\|68712;2026-05-11\|196.28\|-4.72\|202.07\|203.88\|193.80\|77361;2026-05-12\|196.88\|0.31\|198.00\|198.88\|194.01\|44967;2026-05-13\|196.51\|-0.19\|196.00\|197.57\|192.01\|44924;2026-05-14\|191.70\|-2.45\|196.91\|198.49\|190.75\|46946;2026-05-15\|194.52\|1.47\|191.50\|203.78\|189.60\|70483;2026-05-18\|203.10\|4.41\|193.99\|207.59\|192.11\|77863;2026-05-19\|204.97\|0.92\|202.68\|206.67\|197.88\|49732;2026-05-20\|207.84\|1.40\|203.93\|209.80\|198.34\|47276;2026-05-21\|207.00\|-0.40\|207.50\|216.66\|205.80\|67085;2026-05-22\|206.05\|-0.46\|208.88\|210.69\|203.60\|40838;2026-05-25\|197.80\|-4.00\|207.80\|208.19\|195.38\|61362;2026-05-26\|196.49\|-0.66\|200.00\|203.06\|194.01\|48814;2026-05-27\|190.19\|-3.21\|194.81\|198.59\|188.84\|45561;2026-05-28\|186.31\|-2.04\|190.10\|191.00\|179.32\|56958;2026-05-29\|173.88\|-5.40\|186.00\|186.20\|173.79\|77418;2026-06-01\|174.00\|0.07\|173.84\|178.99\|172.16\|48078;2026-06-02\|173.87\|-0.07\|175.63\|177.18\|170.00\|39176;2026-06-03\|171.66\|-1.27\|173.00\|175.58\|170.05\|47257;2026-06-04\|171.36\|-0.17\|171.46\|175.16\|169.18\|49360;2026-06-05\|172.15\|0.46\|171.09\|177.70\|164.31\|69896;2026-06-08\|183.18\|6.41\|171.97\|187.50\|171.97\|115044;2026-06-09\|183.10\|-0.04\|186.11\|186.11\|176.11\|77664;2026-06-10\|187.53\|2.42\|181.89\|187.88\|176.31\|85004;2026-06-11\|190.39\|1.53\|187.42\|192.00\|185.88\|92511;2026-06-12\|188.77\|-0.85\|190.45\|192.80\|187.38\|60360;2026-06-15\|191.30\|1.34\|190.11\|192.74\|186.76\|59897;2026-06-16\|203.05\|6.14\|191.99\|204.52\|190.72\|99945;2026-06-17\|203.88\|0.41\|200.10\|211.88\|196.73\|81254;2026-06-18\|203.81\|-0.03\|204.00\|208.48\|201.97\|51766;2026-06-22\|189.00\|-7.27\|203.81\|204.00\|184.01\|104304;2026-06-23\|184.58\|-2.34\|188.50\|190.89\|183.33\|47506;2026-06-24\|186.59\|1.09\|188.49\|191.82\|182.20\|48773;2026-06-25\|182.28\|-2.31\|185.50\|194.63\|181.72\|65488;2026-06-26\|175.41\|-3.77\|183.38\|183.38\|173.36\|58482;2026-06-29\|177.96\|1.45\|175.45\|178.95\|170.80\|48854;2026-06-30\|189.30\|6.37\|178.40\|190.33\|178.39\|80829;2026-07-01\|192.30\|1.58\|190.00\|194.86\|186.56\|64838;2026-07-02\|205.60\|6.92\|195.00\|211.53\|195.00\|131734;2026-07-03\|226.16\|10.00\|208.00\|226.16\|205.60\|89529;2026-07-06\|223.91\|-0.99\|230.68\|237.77\|223.64\|165552;2026-07-07\|214.50\|-4.20\|221.67\|230.00\|213.00\|91710;2026-07-08\|196.97\|-8.17\|211.87\|214.19\|196.21\|73540;2026-07-09\|200.29\|1.69\|196.51\|204.58\|194.63\|52853;2026-07-10\|200.45\|0.08\|201.90\|208.46\|198.33\|87393;2026-07-13\|185.00\|-7.71\|198.00\|201.00\|182.53\|75273;2026-07-14\|192.01\|3.79\|183.47\|193.50\|182.80\|62967;2026-07-15\|192.88\|0.45\|194.31\|196.80\|190.00\|55406;2026-07-16\|190.56\|-1.20\|190.01\|195.00\|187.31\|47626;2026-07-17\|179.81\|-5.64\|189.98\|193.60\|177.13\|48910;2026-07-20\|169.38\|-5.80\|179.61\|182.00\|165.51\|84858;2026-07-21\|182.82\|7.93\|177.75\|184.97\|173.50\|81086;2026-07-22\|176.22\|-3.61\|181.14\|182.00\|172.51\|57349
62705	宁德时代单季净利润超两百亿，股价创历史新高	特高压电容膜+镀膜产线+国企改革行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月8日互动易，公司子公司宁波万象的第二条进口镀膜产线已运抵工厂。据2026年5月11日投资者关系活动记录，子公司宁波万象的两条进口镀膜生产线计划于今年6月完成全部安装调试，并于8月实现投产。 2、据2026年5月21日互动易，电网更新改造政策的推进将带动相关电力配套产品需求提升，公司主营业务包含特高压电容膜相关产品，将积极把握机遇拓展相关业务。据2025年年报，公司在特高压电容膜领域是国内少数能稳定生产高端产品并实现规模化应用的企业，打破了国外品牌在高端市场的长期垄断。 3、据2025年年报，公司第一大股东诸暨市水务集团有限公司筹划公司股份公开征集转让事宜，该事项可能导致公司控制权变更，截至报告披露日尚未完成。公司最终控制人为诸暨市财政局。	1、公司主要生产各类薄膜及新材料产品，公司生产的CPP软包膜供应锂电池软包的内层CPP，应用于小家电之类； 2、公司高度重视算电协同等新兴领域的发展机遇，对于电容膜在算力中心、数据中心电源管理及滤波等相关配套场景的应用潜力，始终保持密切跟踪与研究	2026-03-13\|3.64\|-0.27\|3.64\|3.72\|3.63\|607939;2026-03-16\|3.67\|0.82\|3.64\|3.69\|3.61\|500408;2026-03-17\|3.59\|-2.18\|3.66\|3.70\|3.58\|485888;2026-03-18\|3.61\|0.56\|3.60\|3.62\|3.54\|366306;2026-03-19\|3.48\|-3.60\|3.60\|3.60\|3.45\|469819;2026-03-20\|3.30\|-5.17\|3.50\|3.53\|3.29\|599873;2026-03-23\|3.14\|-4.85\|3.24\|3.28\|3.11\|763740;2026-03-24\|3.26\|3.82\|3.22\|3.26\|3.14\|479036;2026-03-25\|3.36\|3.07\|3.26\|3.38\|3.23\|447281;2026-03-26\|3.70\|10.12\|3.36\|3.70\|3.33\|758193;2026-03-27\|4.07\|10.00\|3.91\|4.07\|3.73\|3001245;2026-03-30\|4.10\|0.74\|4.17\|4.37\|4.00\|5346271;2026-03-31\|4.51\|10.00\|4.05\|4.51\|4.01\|4648424;2026-04-01\|4.30\|-4.66\|4.26\|4.51\|4.15\|4393194;2026-04-02\|4.73\|10.00\|4.20\|4.73\|4.19\|5655622;2026-04-03\|4.66\|-1.48\|4.58\|5.18\|4.42\|6262788;2026-04-07\|4.91\|5.36\|4.59\|5.07\|4.48\|5147559;2026-04-08\|4.71\|-4.07\|4.82\|4.91\|4.66\|4611683;2026-04-09\|4.45\|-5.52\|4.72\|4.78\|4.41\|4143068;2026-04-10\|4.90\|10.11\|4.31\|4.90\|4.31\|4212278;2026-04-13\|4.99\|1.84\|4.80\|5.17\|4.76\|6237917;2026-04-14\|4.94\|-1.00\|4.91\|5.11\|4.80\|4353603;2026-04-15\|4.70\|-4.86\|4.90\|5.05\|4.65\|3674529;2026-04-16\|5.17\|10.00\|4.70\|5.17\|4.70\|2780645;2026-04-17\|4.98\|-3.67\|5.26\|5.35\|4.93\|4957347;2026-04-20\|5.13\|3.01\|4.93\|5.22\|4.90\|4130997;2026-04-21\|5.02\|-2.14\|5.13\|5.15\|4.83\|3192984;2026-04-22\|4.83\|-3.78\|4.93\|5.06\|4.73\|3037400;2026-04-23\|4.37\|-9.52\|4.89\|4.92\|4.35\|3808736;2026-04-24\|4.35\|-0.46\|4.29\|4.57\|4.12\|2598048;2026-04-27\|4.27\|-1.84\|4.22\|4.32\|4.06\|2303472;2026-04-28\|4.13\|-3.28\|4.26\|4.29\|4.11\|1767502;2026-04-29\|4.19\|1.45\|4.10\|4.22\|4.01\|1556603;2026-04-30\|4.03\|-3.82\|4.18\|4.22\|4.01\|1664251;2026-05-06\|4.22\|4.71\|4.09\|4.24\|4.05\|1915231;2026-05-07\|4.30\|1.90\|4.28\|4.32\|4.19\|1771458;2026-05-08\|4.35\|1.16\|4.27\|4.42\|4.22\|1687946;2026-05-11\|4.23\|-2.76\|4.35\|4.42\|4.18\|1728001;2026-05-12\|4.14\|-2.13\|4.22\|4.22\|4.10\|1269987;2026-05-13\|4.19\|1.21\|4.11\|4.24\|4.06\|1146596;2026-05-14\|4.03\|-3.82\|4.19\|4.19\|4.03\|1066774;2026-05-15\|3.94\|-2.23\|4.07\|4.09\|3.90\|1044784;2026-05-18\|3.94\|0.00\|3.90\|3.95\|3.87\|682453;2026-05-19\|3.89\|-1.27\|3.95\|3.95\|3.82\|705622;2026-05-20\|3.87\|-0.51\|3.87\|3.89\|3.76\|791230;2026-05-21\|3.71\|-4.13\|3.86\|3.92\|3.69\|813150;2026-05-22\|3.86\|4.04\|3.74\|3.88\|3.68\|941264;2026-05-25\|3.82\|-1.04\|3.84\|3.88\|3.76\|626194;2026-05-26\|3.72\|-2.62\|3.80\|3.81\|3.66\|633458;2026-05-27\|3.57\|-4.03\|3.71\|3.74\|3.54\|758135;2026-05-28\|3.93\|10.08\|3.55\|3.93\|3.53\|1054426;2026-05-29\|3.90\|-0.76\|4.03\|4.07\|3.85\|2672826;2026-06-01\|3.85\|-1.28\|3.88\|3.95\|3.83\|1411687;2026-06-02\|3.83\|-0.52\|3.83\|3.86\|3.66\|1148974;2026-06-03\|3.78\|-1.31\|3.79\|3.93\|3.72\|1105839;2026-06-04\|3.90\|3.17\|3.75\|3.92\|3.70\|1634681;2026-06-05\|3.83\|-1.79\|3.87\|3.94\|3.78\|1154363;2026-06-08\|3.66\|-4.44\|3.70\|3.81\|3.61\|1017550;2026-06-09\|4.03\|10.11\|3.72\|4.03\|3.72\|1355996;2026-06-10\|4.00\|-0.74\|4.16\|4.19\|3.99\|2808538;2026-06-11\|3.84\|-4.00\|3.96\|3.99\|3.82\|1607546;2026-06-12\|3.77\|-1.82\|3.99\|4.08\|3.68\|1577792;2026-06-15\|4.15\|10.08\|3.85\|4.15\|3.85\|1130209;2026-06-16\|4.27\|2.89\|4.15\|4.37\|4.12\|3475464;2026-06-17\|4.37\|2.34\|4.24\|4.43\|4.21\|2919096;2026-06-18\|4.19\|-4.12\|4.28\|4.29\|4.16\|1896410;2026-06-22\|4.45\|6.21\|4.21\|4.45\|4.08\|2643828;2026-06-23\|4.21\|-5.39\|4.40\|4.40\|4.16\|1745558;2026-06-24\|4.08\|-3.09\|4.16\|4.24\|4.01\|1296642;2026-06-25\|3.94\|-3.43\|4.05\|4.06\|3.81\|1543964;2026-06-26\|3.55\|-9.90\|3.85\|3.87\|3.55\|1579137;2026-06-29\|3.27\|-7.89\|3.42\|3.49\|3.21\|1360503;2026-06-30\|3.31\|1.22\|3.37\|3.50\|3.28\|1029185;2026-07-01\|3.32\|0.30\|3.28\|3.34\|3.16\|1123440;2026-07-02\|3.21\|-3.31\|3.24\|3.33\|3.20\|791764;2026-07-03\|3.24\|0.93\|3.22\|3.29\|3.20\|621410;2026-07-06\|3.08\|-4.94\|3.24\|3.26\|3.08\|756308;2026-07-07\|3.11\|0.97\|3.11\|3.18\|3.05\|536561;2026-07-08\|2.95\|-5.14\|3.09\|3.10\|2.93\|613624;2026-07-09\|2.88\|-2.37\|2.93\|2.95\|2.78\|718963;2026-07-10\|2.90\|0.69\|2.88\|2.97\|2.86\|579580;2026-07-13\|2.70\|-6.90\|2.87\|2.88\|2.68\|632182;2026-07-14\|2.80\|3.70\|2.70\|2.80\|2.66\|588088;2026-07-15\|2.82\|0.71\|2.80\|2.89\|2.78\|533837;2026-07-16\|2.80\|-0.71\|2.80\|2.85\|2.75\|433194;2026-07-17\|2.72\|-2.86\|2.80\|2.88\|2.71\|600115;2026-07-20\|2.71\|-0.37\|2.75\|2.80\|2.67\|543582;2026-07-21\|2.70\|-0.37\|2.70\|2.72\|2.56\|615265;2026-07-22\|2.70\|0.00\|2.67\|2.76\|2.66\|406054
62704	宁德时代单季净利润超两百亿，股价创历史新高	COFs验证+固态电池材料+纤维母粒+年报预增行业原因：据央视财经4月6日报道，随着原油的上涨带动合成纤维涨价，整体涤纶的价格在近一个月内上涨超10%。涤纶长丝在今年3月份由每吨约7180元涨至每吨9300元，锦纶部分型号每吨单日跳涨2000元。公司原因： 1、据2026年1月29日互动易，目前市场上固态电池尚处于一个研发过程中，尚未有产业化产品进入市场，公司也关注到市场上有其他公司及研发机构有COFs材料用于固态电池的相关专利及报道，但公司COFs材料尚未开展相关方面的验证。 2、据2025年11月26日互动易，子公司耀科200吨COFs新建项目已立项，环评审批及场地建设正有序推进，处于客户验证推广阶段。 3、据2025年半年度报告，公司主营纤维母粒，国内产销量领先，下游与恒逸、桐昆等化纤龙头长期稳定合作，市占率超30%。 4、据2026年2月3日机构调研纪要，公司预计2025年净利润1.45-1.52亿元，同比增长27.17%-33.30%，主因销量、品质双升及股份支付费用减少。	公司200吨COFs项目已完成立项审批，目前正在做相关环评、安评等一系列手续审批及产线设计工作	2026-03-13\|32.61\|-1.36\|33.00\|33.44\|32.61\|46024;2026-03-16\|32.76\|0.46\|32.41\|32.80\|31.73\|42234;2026-03-17\|31.92\|-2.56\|32.60\|32.83\|31.80\|37988;2026-03-18\|32.42\|1.57\|31.88\|32.48\|31.82\|23656;2026-03-19\|31.56\|-2.65\|32.03\|32.27\|31.45\|30058;2026-03-20\|30.55\|-3.20\|31.50\|31.83\|30.51\|28454;2026-03-23\|29.64\|-2.98\|30.22\|30.94\|29.34\|61455;2026-03-24\|30.70\|3.58\|30.14\|30.70\|29.18\|47816;2026-03-25\|31.31\|1.99\|30.93\|31.80\|30.92\|37406;2026-03-26\|31.57\|0.83\|31.31\|32.10\|31.09\|33995;2026-03-27\|32.11\|1.71\|31.00\|32.25\|30.70\|37340;2026-03-30\|32.39\|0.87\|31.88\|33.00\|31.85\|34922;2026-03-31\|31.30\|-3.37\|32.30\|32.34\|31.20\|25969;2026-04-01\|31.39\|0.29\|31.76\|31.88\|31.30\|26301;2026-04-02\|30.59\|-2.55\|31.62\|31.66\|30.44\|22486;2026-04-03\|30.11\|-1.57\|30.78\|30.84\|30.11\|16159;2026-04-07\|30.31\|0.66\|30.06\|30.68\|30.06\|17910;2026-04-08\|31.79\|4.88\|31.31\|31.82\|30.96\|32029;2026-04-09\|31.88\|0.28\|31.85\|32.28\|31.65\|25796;2026-04-10\|34.88\|9.41\|32.81\|35.50\|32.71\|96143;2026-04-13\|37.00\|6.08\|35.50\|37.93\|35.42\|142658;2026-04-14\|36.82\|-0.49\|37.74\|38.42\|36.50\|118497;2026-04-15\|38.60\|4.83\|36.82\|39.70\|36.74\|129209;2026-04-16\|46.32\|20.00\|41.99\|46.32\|41.99\|96827;2026-04-17\|55.58\|19.99\|55.58\|55.58\|51.88\|161584;2026-04-20\|55.11\|-0.85\|63.01\|64.20\|54.50\|384467;2026-04-21\|54.80\|-0.56\|55.15\|56.86\|52.40\|204534;2026-04-22\|55.55\|1.37\|54.51\|58.28\|54.00\|160638;2026-04-23\|51.30\|-7.65\|54.00\|55.55\|51.10\|149389;2026-04-24\|55.51\|8.21\|51.49\|58.28\|51.49\|186534;2026-04-27\|55.85\|0.61\|55.25\|56.99\|54.52\|168670;2026-04-28\|67.02\|20.00\|66.04\|67.02\|66.00\|77995;2026-04-29\|68.10\|1.61\|70.01\|72.21\|66.33\|282169;2026-04-30\|68.12\|0.03\|68.78\|69.78\|64.31\|188058;2026-05-06\|66.32\|-2.64\|67.00\|68.89\|66.00\|175662;2026-05-07\|63.97\|-3.54\|65.22\|66.18\|63.01\|157418;2026-05-08\|69.81\|9.13\|65.72\|71.66\|64.58\|262374;2026-05-11\|78.32\|12.19\|75.91\|80.50\|74.18\|229832;2026-05-12\|78.00\|-0.41\|79.58\|80.97\|76.65\|148203;2026-05-13\|76.10\|-2.44\|80.80\|83.00\|74.50\|232963;2026-05-14\|72.91\|-4.19\|76.50\|77.50\|72.68\|160482;2026-05-15\|78.91\|8.23\|73.30\|80.80\|73.30\|180991;2026-05-18\|74.48\|-5.61\|77.00\|79.97\|73.49\|156011;2026-05-19\|74.35\|-0.17\|73.80\|75.33\|72.24\|103228;2026-05-20\|74.34\|-0.01\|73.88\|77.33\|73.09\|119484;2026-05-21\|69.57\|-6.42\|73.39\|74.59\|69.02\|128336;2026-05-22\|70.88\|1.88\|70.83\|71.35\|69.57\|80494;2026-05-25\|66.80\|-5.76\|71.35\|71.50\|65.50\|128504;2026-05-26\|65.94\|-1.29\|66.55\|67.55\|63.18\|100983;2026-05-27\|68.45\|3.81\|66.00\|73.44\|64.86\|134222;2026-05-28\|67.82\|-0.92\|69.30\|69.88\|66.01\|82315;2026-05-29\|67.11\|-1.05\|69.83\|71.60\|66.50\|116417;2026-06-01\|62.78\|-6.45\|65.92\|67.16\|62.65\|116166;2026-06-02\|61.75\|-1.64\|62.81\|63.33\|60.30\|94512;2026-06-03\|60.75\|-1.62\|61.50\|62.38\|59.96\|73663;2026-06-04\|61.29\|0.89\|60.00\|62.29\|59.00\|70617;2026-06-05\|61.78\|0.80\|60.69\|64.63\|60.35\|100621;2026-06-08\|58.73\|-4.94\|59.50\|60.99\|58.38\|72208;2026-06-09\|59.30\|0.97\|59.56\|60.14\|58.00\|52804;2026-06-10\|57.47\|-2.59\|58.70\|59.20\|56.75\|60355;2026-06-11\|57.26\|-0.37\|57.74\|57.98\|56.44\|51126;2026-06-12\|57.22\|-0.07\|57.56\|58.49\|56.75\|54888;2026-06-15\|59.20\|3.46\|56.90\|59.20\|55.89\|58328;2026-06-16\|60.01\|1.37\|59.20\|60.63\|58.28\|61498;2026-06-17\|59.25\|-1.27\|59.30\|60.30\|58.66\|55504;2026-06-18\|59.09\|-0.27\|58.99\|59.48\|57.90\|52335;2026-06-22\|58.14\|-1.61\|59.73\|61.37\|56.31\|73761;2026-06-23\|61.04\|4.99\|58.01\|66.00\|57.00\|169842;2026-06-24\|57.23\|-6.24\|61.50\|62.58\|55.53\|160308;2026-06-25\|53.30\|-6.87\|56.17\|56.96\|52.99\|150449;2026-06-26\|49.44\|-7.24\|52.47\|52.74\|49.28\|95885;2026-06-29\|47.03\|-4.87\|49.50\|50.20\|46.95\|88902;2026-06-30\|50.60\|7.59\|47.15\|51.50\|45.60\|157069;2026-07-01\|48.90\|-3.36\|50.00\|55.56\|48.82\|162277;2026-07-02\|49.21\|0.63\|48.99\|52.50\|47.73\|119180;2026-07-03\|48.80\|-0.83\|49.00\|50.77\|48.40\|73505;2026-07-06\|47.40\|-2.87\|48.48\|49.90\|47.30\|66518;2026-07-07\|45.15\|-4.75\|46.79\|47.40\|44.69\|63987;2026-07-08\|43.82\|-2.95\|45.48\|45.54\|43.80\|59448;2026-07-09\|44.78\|2.19\|43.86\|44.99\|42.17\|66290;2026-07-10\|45.06\|0.63\|44.35\|46.80\|44.35\|58908;2026-07-13\|42.43\|-5.84\|45.05\|45.67\|42.06\|53668;2026-07-14\|43.32\|2.10\|42.70\|43.75\|41.59\|49185;2026-07-15\|42.37\|-2.19\|43.12\|43.88\|42.07\|45230;2026-07-16\|40.80\|-3.71\|42.40\|42.40\|40.64\|48890;2026-07-17\|37.74\|-7.50\|40.99\|41.41\|37.74\|67711;2026-07-20\|36.15\|-4.21\|38.43\|39.00\|34.24\|80903;2026-07-21\|37.37\|3.37\|35.79\|37.68\|33.25\|90958;2026-07-22\|36.52\|-2.27\|36.82\|37.36\|36.00\|54766
62703	宁德时代单季净利润超两百亿，股价创历史新高	锂矿入股+业绩预增+磷酸铁锂行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月22日公告，公司与GL 1、GLR于4月20日签署条款清单，拟以7,317,958.69澳元认购GL1的13,840,111股普通股，占发行后GL1总股本5%，锁定Manna锂矿项目40%锂辉石精矿长期供应。 2、据2026年4月16日公告，公司预计2026年一季度营收33-36亿元、同比增长107-126%，归母净利2-2.5亿元、同比扭亏，主因磷酸铁锂业务量价齐升。 3、据2026年4月25日年报，公司磷酸铁锂出货量394.4万吨、市占79.1%，为全球主要磷酸铁锂正极材料厂商，配套宁德时代、LG新能源等龙头客户。	公司磷酸铁锂出货量居行业前列，预计一季报净利润2亿元至2.5亿，同比扭亏为盈	2026-03-13\|18.69\|0.27\|18.71\|19.05\|18.50\|202820;2026-03-16\|18.96\|1.44\|18.65\|19.26\|18.52\|168496;2026-03-17\|18.41\|-2.90\|18.84\|19.07\|18.38\|135159;2026-03-18\|18.08\|-1.79\|18.60\|18.65\|17.91\|127683;2026-03-19\|17.67\|-2.27\|17.91\|18.25\|17.62\|112029;2026-03-20\|17.80\|0.74\|17.94\|18.55\|17.79\|197104;2026-03-23\|18.57\|4.33\|18.24\|18.86\|18.18\|338019;2026-03-24\|19.90\|7.16\|19.10\|19.98\|17.69\|661308;2026-03-25\|20.42\|2.61\|19.90\|21.10\|19.88\|629296;2026-03-26\|20.92\|2.45\|20.10\|21.48\|20.03\|618703;2026-03-27\|22.41\|7.12\|20.35\|22.60\|20.26\|759911;2026-03-30\|22.42\|0.04\|22.00\|23.38\|21.72\|637497;2026-03-31\|22.52\|0.45\|22.47\|23.80\|21.70\|696279;2026-04-01\|21.88\|-2.84\|22.18\|22.88\|21.01\|601527;2026-04-02\|22.15\|1.23\|21.94\|23.49\|21.61\|542318;2026-04-03\|21.58\|-2.57\|22.55\|23.48\|21.52\|349977;2026-04-07\|21.30\|-1.30\|21.58\|21.87\|20.71\|394724;2026-04-08\|22.41\|5.21\|21.70\|22.80\|21.17\|406636;2026-04-09\|22.03\|-1.70\|22.09\|22.40\|21.10\|330082;2026-04-10\|22.10\|0.32\|22.00\|22.96\|21.80\|456470;2026-04-13\|22.41\|1.40\|21.90\|22.89\|21.78\|398846;2026-04-14\|23.68\|5.67\|22.51\|24.20\|22.11\|660341;2026-04-15\|22.77\|-3.84\|23.46\|23.46\|22.59\|456763;2026-04-16\|25.05\|10.01\|24.10\|25.05\|24.10\|235643;2026-04-17\|25.99\|3.75\|25.80\|27.20\|25.07\|1213256;2026-04-20\|27.31\|5.08\|25.92\|27.68\|25.92\|958510;2026-04-21\|26.02\|-4.72\|26.22\|26.66\|25.22\|721845;2026-04-22\|28.62\|9.99\|26.55\|28.62\|26.20\|1002095;2026-04-23\|30.45\|6.39\|28.62\|31.40\|27.95\|1055290;2026-04-24\|32.56\|6.93\|30.44\|33.25\|29.50\|911552;2026-04-27\|31.51\|-3.22\|32.60\|33.80\|30.91\|789774;2026-04-28\|29.99\|-4.82\|31.28\|31.48\|29.61\|701310;2026-04-29\|32.99\|10.00\|29.45\|32.99\|29.43\|624963;2026-04-30\|33.17\|0.55\|33.50\|34.52\|32.64\|830232;2026-05-06\|33.60\|1.30\|33.79\|34.28\|32.71\|703968;2026-05-07\|31.60\|-5.95\|33.21\|33.49\|31.03\|830719;2026-05-08\|30.12\|-4.68\|31.62\|32.11\|29.96\|636579;2026-05-11\|30.10\|-0.07\|30.32\|30.97\|29.71\|466672;2026-05-12\|29.47\|-2.09\|30.12\|30.27\|29.06\|416174;2026-05-13\|29.35\|-0.41\|29.58\|30.17\|28.86\|454084;2026-05-14\|27.84\|-5.14\|29.00\|29.04\|27.82\|450692;2026-05-15\|27.77\|-0.25\|28.05\|28.81\|27.50\|382785;2026-05-18\|27.60\|-0.61\|27.40\|27.89\|27.22\|281272;2026-05-19\|26.86\|-2.68\|27.20\|27.50\|26.45\|350551;2026-05-20\|27.83\|3.61\|26.60\|28.48\|26.48\|523999;2026-05-21\|29.30\|5.28\|29.00\|30.61\|28.80\|834399;2026-05-22\|28.58\|-2.46\|28.47\|29.10\|27.84\|570333;2026-05-25\|26.81\|-6.19\|28.05\|28.13\|26.48\|614891;2026-05-26\|26.31\|-1.86\|26.61\|27.00\|25.81\|375315;2026-05-27\|26.16\|-0.57\|26.30\|27.10\|26.00\|344198;2026-05-28\|25.83\|-1.26\|26.19\|26.66\|25.39\|298692;2026-05-29\|25.24\|-2.28\|25.91\|26.19\|25.08\|250836;2026-06-01\|25.30\|0.24\|25.18\|26.17\|25.16\|233352;2026-06-02\|24.87\|-1.70\|25.27\|25.27\|24.20\|234595;2026-06-03\|24.65\|-0.88\|24.67\|24.99\|24.40\|173240;2026-06-04\|23.76\|-3.61\|24.55\|24.57\|23.67\|247462;2026-06-05\|23.99\|0.97\|24.00\|24.48\|23.09\|252906;2026-06-08\|22.99\|-4.17\|23.10\|24.10\|22.68\|201044;2026-06-09\|23.65\|2.87\|23.45\|23.85\|22.76\|198180;2026-06-10\|23.18\|-1.99\|23.40\|23.86\|22.96\|151246;2026-06-11\|23.38\|0.86\|23.12\|24.15\|22.94\|302283;2026-06-12\|24.32\|4.02\|23.85\|24.75\|23.36\|444457;2026-06-15\|24.35\|0.12\|24.16\|24.76\|23.85\|396408;2026-06-16\|25.74\|5.71\|24.19\|26.20\|24.15\|581939;2026-06-17\|24.97\|-2.99\|25.16\|25.47\|24.66\|454459;2026-06-18\|23.80\|-4.69\|24.83\|25.70\|23.50\|482413;2026-06-22\|26.18\|10.00\|24.27\|26.18\|23.90\|540961;2026-06-23\|27.46\|4.89\|27.06\|28.25\|26.90\|819595;2026-06-24\|29.10\|5.97\|27.32\|29.30\|26.32\|828093;2026-06-25\|28.27\|-2.85\|28.10\|28.98\|27.80\|587028;2026-06-26\|25.90\|-8.38\|28.01\|28.65\|25.88\|509279;2026-06-29\|25.68\|-0.85\|25.05\|25.94\|23.36\|405609;2026-06-30\|26.53\|3.31\|25.00\|26.68\|24.51\|389440;2026-07-01\|28.19\|6.26\|27.40\|28.50\|26.70\|543407;2026-07-02\|29.63\|5.11\|27.51\|31.00\|27.09\|686573;2026-07-03\|29.30\|-1.11\|29.48\|30.40\|28.44\|540273;2026-07-06\|28.99\|-1.06\|28.80\|29.79\|27.97\|380088;2026-07-07\|30.39\|4.83\|28.71\|30.65\|28.55\|526423;2026-07-08\|27.35\|-10.00\|29.70\|30.28\|27.35\|469595;2026-07-09\|24.62\|-9.98\|25.80\|26.20\|24.62\|234028;2026-07-10\|22.16\|-9.99\|23.91\|24.62\|22.16\|659146;2026-07-13\|20.74\|-6.41\|21.50\|21.77\|20.50\|443138;2026-07-14\|20.81\|0.34\|20.61\|21.14\|19.88\|360281;2026-07-15\|19.78\|-4.95\|20.88\|20.88\|19.70\|315835;2026-07-16\|19.50\|-1.42\|19.60\|20.09\|19.19\|243721;2026-07-17\|18.50\|-5.13\|19.45\|19.82\|18.22\|291916;2026-07-20\|17.16\|-7.24\|18.35\|18.60\|16.85\|345816;2026-07-21\|17.76\|3.50\|17.46\|17.85\|16.36\|306278;2026-07-22\|17.20\|-3.15\|17.50\|17.82\|16.97\|235494
62702	宁德时代单季净利润超两百亿，股价创历史新高	锂矿放量+铁矿龙头+固态电池材料行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月27日投资者关系活动记录表，湖南鸡脚山锂矿已获全国首张新法实施后采矿证，四川加达锂矿生态修复方案通过评审进入采矿证办理阶段，两大锂矿合计备案碳酸锂资源量超472万吨，规划产能13万吨/年，2026年下半年起陆续投产，形成“铁矿现金流+锂矿高成长”双轮驱动格局。 2、据2025年6月19日公告，公司拟投资10亿元建设年产3000吨金属锂电池新材料项目，二期1000吨产线计划2026年4月开工，2027年底投产，产品为固态电池关键原料。 3、据2025年年度报告，公司铁矿石备案资源量6.9亿吨，采选核定产能1480万吨/年，铁精粉毛利率长期保持行业领先，稳居独立铁矿采选龙头，提供稳定现金流。	全资孙公司取得湖南鸡脚山锂矿采矿许可证，锂矿资源量达4.9亿吨，折合碳酸锂当量约324.43万吨；通过自然资源部评审的露天开采规模为2000万吨/年，根据行业经验及公司试验，每年2000万吨原矿开采可生产8万吨碳酸锂；规模优势突出。	2026-03-13\|39.50\|4.53\|38.42\|41.50\|38.21\|357503;2026-03-16\|38.95\|-1.39\|39.30\|40.07\|37.59\|290619;2026-03-17\|37.78\|-3.00\|39.43\|40.80\|37.70\|200346;2026-03-18\|35.49\|-6.06\|37.74\|38.14\|35.10\|327929;2026-03-19\|33.00\|-7.02\|35.40\|35.45\|32.62\|291273;2026-03-20\|34.76\|5.33\|33.12\|36.18\|33.12\|413837;2026-03-23\|36.60\|5.29\|34.20\|38.14\|34.10\|430117;2026-03-24\|40.26\|10.00\|37.17\|40.26\|36.02\|664825;2026-03-25\|40.85\|1.47\|40.45\|41.47\|40.02\|422091;2026-03-26\|40.80\|-0.12\|40.44\|43.13\|40.04\|388802;2026-03-27\|42.86\|5.05\|40.60\|44.80\|40.40\|482506;2026-03-30\|42.04\|-1.91\|43.01\|43.20\|41.00\|353708;2026-03-31\|39.93\|-5.02\|41.78\|41.80\|39.70\|354114;2026-04-01\|39.58\|-0.88\|40.73\|40.88\|39.17\|202923;2026-04-02\|40.71\|2.85\|39.57\|41.38\|38.86\|294372;2026-04-03\|39.79\|-2.26\|40.55\|41.06\|39.00\|193845;2026-04-07\|38.30\|-3.74\|40.12\|40.56\|37.85\|189678;2026-04-08\|38.35\|0.13\|38.08\|38.52\|36.75\|314038;2026-04-09\|38.19\|-0.42\|38.20\|39.72\|37.37\|273421;2026-04-10\|38.79\|1.57\|39.11\|40.87\|38.33\|351194;2026-04-13\|42.67\|10.00\|38.00\|42.67\|37.99\|407540;2026-04-14\|43.98\|3.07\|43.20\|44.10\|41.91\|320037;2026-04-15\|42.17\|-4.12\|44.00\|44.01\|41.25\|273280;2026-04-16\|46.39\|10.01\|43.01\|46.39\|42.69\|193176;2026-04-17\|46.52\|0.28\|48.66\|49.38\|45.60\|428774;2026-04-20\|45.66\|-1.85\|46.52\|46.72\|44.90\|276965;2026-04-21\|45.02\|-1.40\|46.27\|46.34\|44.32\|212659;2026-04-22\|45.20\|0.40\|44.54\|47.25\|44.37\|276864;2026-04-23\|44.77\|-0.95\|45.30\|45.99\|42.84\|262083;2026-04-24\|47.41\|5.90\|43.64\|48.40\|43.28\|328367;2026-04-27\|47.27\|-0.30\|48.00\|49.05\|45.60\|334405;2026-04-28\|46.64\|-1.33\|47.82\|48.00\|46.24\|191199;2026-04-29\|51.30\|9.99\|46.67\|51.30\|46.35\|320637;2026-04-30\|52.31\|1.97\|52.00\|54.65\|51.08\|460655;2026-05-06\|53.30\|1.89\|52.40\|53.50\|51.15\|346294;2026-05-07\|50.09\|-6.02\|52.71\|52.71\|48.00\|512857;2026-05-08\|47.20\|-5.77\|50.15\|50.98\|46.85\|400883;2026-05-11\|46.40\|-1.69\|47.16\|48.40\|45.29\|456507;2026-05-12\|45.70\|-1.51\|47.18\|47.60\|45.30\|327447;2026-05-13\|44.30\|-3.06\|46.13\|46.80\|43.68\|398078;2026-05-14\|43.19\|-2.51\|44.00\|44.60\|42.90\|258526;2026-05-15\|42.37\|-1.90\|43.02\|44.45\|42.15\|290273;2026-05-18\|41.21\|-2.74\|41.93\|42.75\|40.66\|326179;2026-05-19\|40.08\|-2.74\|41.00\|41.11\|39.20\|333170;2026-05-20\|41.96\|4.69\|40.20\|42.88\|39.23\|509392;2026-05-21\|41.36\|-1.43\|41.96\|43.14\|41.15\|317385;2026-05-22\|39.98\|-3.34\|41.30\|41.52\|38.17\|433128;2026-05-25\|38.57\|-3.53\|39.90\|40.38\|38.37\|284806;2026-05-26\|40.08\|3.92\|38.48\|40.38\|38.18\|308732;2026-05-27\|38.51\|-3.92\|40.38\|41.58\|38.00\|262413;2026-05-28\|38.55\|0.10\|38.88\|39.83\|38.16\|230482;2026-05-29\|39.00\|1.17\|39.08\|39.44\|37.72\|306338;2026-06-01\|37.66\|-3.44\|39.00\|39.13\|37.38\|238876;2026-06-02\|37.46\|-0.53\|37.66\|37.83\|36.01\|216480;2026-06-03\|37.44\|-0.05\|37.07\|38.98\|37.07\|212315;2026-06-04\|36.98\|-1.23\|37.37\|37.86\|36.34\|215489;2026-06-05\|37.73\|2.03\|36.80\|39.10\|36.25\|301206;2026-06-08\|36.96\|-2.04\|37.05\|38.20\|35.92\|230428;2026-06-09\|40.03\|8.31\|37.32\|40.65\|36.51\|349650;2026-06-10\|39.30\|-1.82\|39.60\|41.33\|38.57\|260813;2026-06-11\|41.09\|4.55\|39.60\|42.32\|38.80\|391752;2026-06-12\|43.11\|4.92\|41.00\|43.30\|40.60\|433646;2026-06-15\|41.03\|-4.82\|42.50\|43.78\|40.00\|437492;2026-06-16\|37.33\|-9.02\|39.81\|39.98\|37.00\|380362;2026-06-17\|34.36\|-7.96\|37.33\|37.60\|33.80\|492819;2026-06-18\|32.46\|-5.53\|33.86\|34.49\|32.30\|533660;2026-06-22\|32.85\|1.20\|31.62\|32.98\|31.19\|402273;2026-06-23\|30.49\|-7.18\|32.30\|32.51\|30.38\|372185;2026-06-24\|33.05\|8.40\|30.58\|33.51\|30.06\|418289;2026-06-25\|31.80\|-3.78\|32.55\|34.36\|31.56\|319735;2026-06-26\|29.77\|-6.38\|31.80\|32.17\|29.70\|334231;2026-06-29\|30.13\|1.21\|29.77\|30.58\|29.10\|275327;2026-06-30\|29.95\|0.07\|30.20\|32.30\|29.10\|334138;2026-07-01\|31.86\|6.38\|30.60\|32.50\|29.52\|423624;2026-07-02\|32.11\|0.78\|31.91\|32.83\|31.10\|347697;2026-07-03\|31.56\|-1.71\|33.67\|33.95\|31.40\|343457;2026-07-06\|30.50\|-3.36\|31.56\|32.88\|30.44\|266035;2026-07-07\|30.09\|-1.34\|30.45\|31.09\|29.82\|184164;2026-07-08\|30.23\|0.47\|30.04\|31.58\|29.16\|339528;2026-07-09\|30.12\|-0.36\|29.80\|30.80\|28.71\|345158;2026-07-10\|28.90\|-4.05\|30.20\|30.20\|27.75\|340976;2026-07-13\|28.01\|-3.08\|28.80\|28.99\|27.77\|237897;2026-07-14\|28.43\|1.50\|28.05\|28.55\|27.80\|200355;2026-07-15\|27.56\|-3.06\|28.49\|28.67\|27.36\|189744;2026-07-16\|27.60\|0.15\|27.28\|27.98\|26.92\|219305;2026-07-17\|26.35\|-4.53\|27.55\|28.40\|26.33\|258700;2026-07-20\|24.95\|-5.31\|26.50\|26.54\|24.45\|316406;2026-07-21\|24.95\|0.00\|24.70\|25.20\|23.86\|248064;2026-07-22\|25.70\|3.01\|24.60\|26.04\|24.58\|214880
62701	阿里百炼云等算力产品涨价	复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-13\|83.54\|-5.81\|87.92\|88.41\|83.42\|618556;2026-03-16\|83.32\|-0.26\|83.55\|83.88\|81.35\|378821;2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829;2026-07-13\|77.50\|-5.78\|81.51\|84.06\|77.18\|395477;2026-07-14\|71.60\|-7.61\|77.11\|77.50\|68.70\|537496;2026-07-15\|70.06\|-2.15\|71.71\|72.64\|69.72\|279101;2026-07-16\|69.08\|-1.40\|68.77\|71.55\|68.07\|249939;2026-07-17\|64.36\|-6.83\|68.56\|68.80\|63.16\|358166;2026-07-20\|66.60\|3.48\|68.80\|70.62\|64.46\|422555;2026-07-21\|68.71\|3.17\|66.60\|68.73\|61.64\|462896;2026-07-22\|68.58\|-0.19\|68.00\|71.36\|67.38\|454981
62700	阿里百炼云等算力产品涨价	智算中心+国产AI芯片+DeepSeek 公司原因： 1、据2025年8月27日2025年半年度报告，庆阳国产万卡级智算中心于2024年12月投运，首期2500P绿色算力，已为美图秀秀、无问芯穹等提供推理服务。全资子公司亿算智能于2025年4月签署《共建国产十万卡算力集群及新质生产力生态圈战略合作框架协议》，预期2028年前形成2.5万P算力，预期投资金额达55亿元。 2、据2025年11月28日投资者关系管理信息及2025年10月10日互动易，公司与燧原科技深度合作，采用国产AI芯片并获燧原S级经销商资质，形成“设备+服务”双轮销售。 3、亿算智能2025年2月25日公众号显示，目前风靡国内外的DeepSeek-V3/R1模型（满血版和蒸馏版），已经在庆阳完成全量部署。	公司全资子公司甘肃亿算智能科技与庆阳市人民政府、燧原智能科技（庆阳）有限公司签署了《共建国产十万卡算力集群及新质生产力生态圈战略合作框架协议》。甘肃亿算及其生态合作伙伴计划出资55亿元，建设“国产十万卡算力集群”，提供不低于2.5万P算力服务，预计于2027年12月30日前建成并投入使用	2026-03-13\|40.54\|-3.06\|41.43\|43.10\|40.30\|71755;2026-03-16\|40.07\|-1.16\|40.54\|40.65\|38.87\|54839;2026-03-17\|38.42\|-4.12\|40.07\|40.27\|38.28\|34880;2026-03-18\|40.64\|5.78\|39.36\|41.14\|38.88\|65577;2026-03-19\|38.23\|-5.93\|39.34\|40.64\|38.05\|57452;2026-03-20\|30.63\|-19.88\|38.32\|39.58\|30.58\|176278;2026-03-23\|28.85\|-5.81\|30.06\|30.58\|28.12\|162384;2026-03-24\|28.63\|-0.76\|28.91\|29.18\|27.49\|81615;2026-03-25\|28.49\|-0.49\|28.50\|29.90\|27.52\|112535;2026-03-26\|26.89\|-5.62\|28.07\|28.19\|26.73\|69885;2026-03-27\|28.12\|4.57\|26.42\|28.95\|26.26\|99336;2026-03-30\|27.22\|-3.20\|27.89\|27.89\|26.78\|81940;2026-03-31\|26.64\|-2.13\|27.22\|27.85\|26.41\|55742;2026-04-01\|29.00\|8.86\|27.11\|31.14\|27.00\|150258;2026-04-02\|28.10\|-3.10\|28.80\|29.00\|27.20\|91801;2026-04-03\|27.85\|-0.89\|27.82\|28.99\|27.39\|61631;2026-04-07\|27.70\|-0.54\|27.46\|28.37\|27.08\|44751;2026-04-08\|29.73\|7.33\|28.20\|30.59\|28.15\|92528;2026-04-09\|29.72\|-0.03\|29.18\|29.97\|28.63\|65333;2026-04-10\|29.49\|-0.77\|29.75\|30.25\|29.42\|43278;2026-04-13\|29.31\|-0.61\|29.28\|29.58\|29.01\|33741;2026-04-14\|32.38\|10.47\|29.99\|32.63\|29.64\|97531;2026-04-15\|32.85\|1.45\|33.33\|35.60\|32.50\|131637;2026-04-16\|36.16\|10.08\|32.80\|37.37\|32.68\|127544;2026-04-17\|33.89\|-6.28\|35.87\|35.87\|33.00\|114910;2026-04-20\|32.70\|-3.51\|34.01\|34.30\|32.50\|66571;2026-04-21\|32.51\|-0.58\|32.13\|33.66\|31.66\|84967;2026-04-22\|32.63\|0.37\|32.27\|34.27\|32.06\|82262;2026-04-23\|31.82\|-2.48\|32.29\|32.86\|31.52\|67958;2026-04-24\|31.15\|-2.11\|31.52\|32.37\|30.82\|65068;2026-04-27\|30.61\|-1.73\|30.84\|31.50\|29.83\|64410;2026-04-28\|32.78\|7.09\|30.41\|33.85\|30.15\|130537;2026-04-29\|31.51\|-3.87\|32.37\|32.66\|31.38\|64561;2026-04-30\|31.26\|-0.79\|31.73\|31.96\|31.15\|50624;2026-05-06\|32.40\|3.65\|31.58\|33.43\|31.07\|86720;2026-05-07\|35.45\|9.41\|33.00\|37.93\|32.70\|180566;2026-05-08\|36.00\|1.55\|35.95\|36.60\|34.65\|113768;2026-05-11\|37.71\|4.75\|39.59\|41.50\|36.17\|198366;2026-05-12\|35.69\|-5.36\|37.36\|38.63\|34.59\|141615;2026-05-13\|39.48\|10.62\|35.05\|40.40\|33.71\|189993;2026-05-14\|36.83\|-6.71\|41.00\|41.99\|36.01\|156603;2026-05-15\|35.00\|-4.97\|36.21\|36.68\|34.64\|99020;2026-05-18\|34.12\|-2.51\|34.80\|37.38\|33.50\|121397;2026-05-19\|34.96\|2.46\|33.89\|36.36\|33.26\|122136;2026-05-20\|33.35\|-4.61\|33.93\|35.10\|33.25\|87218;2026-05-21\|31.29\|-6.18\|33.20\|33.44\|31.03\|88269;2026-05-22\|31.71\|1.34\|31.33\|32.02\|30.70\|55699;2026-05-25\|30.41\|-4.10\|31.54\|32.17\|30.12\|58364;2026-05-26\|28.86\|-5.10\|30.26\|30.27\|28.10\|81363;2026-05-27\|27.33\|-5.30\|28.80\|28.92\|27.08\|53196;2026-05-28\|27.04\|-1.06\|27.22\|27.53\|26.41\|65161;2026-05-29\|25.39\|-6.10\|26.89\|27.38\|25.17\|53825;2026-06-01\|25.62\|0.91\|25.58\|26.98\|25.19\|65562;2026-06-02\|25.01\|-2.38\|25.65\|25.80\|24.36\|49416;2026-06-03\|23.50\|-6.04\|25.01\|25.12\|23.29\|128750;2026-06-04\|23.77\|1.15\|23.50\|24.86\|23.22\|102418;2026-06-05\|24.08\|1.30\|23.58\|25.01\|23.54\|90285;2026-06-08\|22.97\|-4.61\|23.51\|24.30\|22.64\|64621;2026-06-09\|22.92\|-0.22\|23.27\|23.30\|22.52\|60636;2026-06-10\|22.09\|-3.62\|22.76\|23.43\|21.80\|49897;2026-06-11\|21.72\|-1.68\|22.20\|22.42\|21.37\|63356;2026-06-12\|21.97\|1.15\|22.04\|22.74\|21.76\|76364;2026-06-15\|22.34\|1.68\|21.78\|22.84\|21.78\|48888;2026-06-16\|22.20\|-0.63\|22.84\|22.99\|21.57\|71088;2026-06-17\|21.61\|-2.66\|22.31\|22.31\|21.55\|53040;2026-06-18\|21.27\|-1.57\|21.54\|22.30\|21.20\|64012;2026-06-22\|21.98\|3.34\|21.21\|22.32\|20.40\|87229;2026-06-23\|23.10\|5.10\|21.83\|24.00\|21.50\|129954;2026-06-24\|23.17\|0.30\|22.95\|23.34\|22.23\|70127;2026-06-25\|24.60\|6.17\|23.00\|25.63\|21.00\|187427;2026-06-26\|21.42\|-12.93\|24.04\|24.20\|20.94\|173131;2026-06-29\|20.35\|-5.00\|21.29\|22.15\|20.00\|119065;2026-06-30\|21.25\|4.42\|20.27\|22.12\|20.25\|109080;2026-07-01\|21.78\|2.49\|21.14\|22.41\|21.03\|86413;2026-07-02\|20.56\|-5.60\|21.38\|22.39\|20.49\|97100;2026-07-03\|20.70\|0.68\|20.61\|21.10\|20.21\|63450;2026-07-06\|19.88\|-3.96\|20.69\|20.90\|19.66\|56484;2026-07-07\|18.90\|-4.93\|19.73\|19.90\|18.74\|50537;2026-07-08\|18.49\|-2.17\|18.94\|19.03\|18.30\|36628;2026-07-09\|19.50\|5.46\|18.97\|20.44\|18.43\|101070;2026-07-10\|22.21\|13.90\|19.45\|23.23\|19.43\|186558;2026-07-13\|21.07\|-5.13\|22.11\|22.68\|20.98\|111258;2026-07-14\|20.40\|-3.18\|21.00\|21.36\|19.69\|71629;2026-07-15\|20.27\|-0.64\|20.20\|20.99\|19.94\|55636;2026-07-16\|21.67\|6.91\|20.10\|21.82\|19.91\|98154;2026-07-17\|20.40\|-5.86\|21.61\|23.84\|20.25\|111566;2026-07-20\|19.10\|-6.37\|20.01\|21.08\|18.71\|103245;2026-07-21\|19.07\|-0.16\|19.40\|19.45\|17.00\|93469;2026-07-22\|18.92\|-0.79\|18.80\|19.65\|18.50\|66731
62699	阿里百炼云等算力产品涨价	涨停揭秘：公司深度参与川南智算中心建设，并自投运营深港河套智算一期项目，直接受益于AI算力需求爆发与云服务涨价潮；涨停缘由：阿里云、百度云等头部厂商AI算力及存储产品最高涨价34%，Token调用量激增倒逼智算基建加速；公司作为区域核心智算运营商，项目已进入稳定交付与运营阶段；资金逻辑：资金聚焦算力基础设施确定性标的，偏好具备自建+运营能力、地处国家战略算力枢纽（如河套）的稀缺标的，龙虎榜显示机构席位大幅净买入；风险提示：智算项目回款周期较长，短期业绩兑现节奏受客户验收进度影响；行业竞争加剧或压缩后期项目利润率	公司已承接开展过川南智算中心，并自投建设有深港河套智算一期项目已投入运营	2026-03-13\|24.58\|-3.57\|25.30\|25.48\|24.50\|60860;2026-03-16\|24.63\|0.20\|24.48\|24.74\|24.41\|26749;2026-03-17\|24.33\|-1.22\|24.80\|24.82\|24.30\|26374;2026-03-18\|24.20\|-0.53\|24.46\|24.66\|23.95\|35138;2026-03-19\|23.38\|-3.39\|24.01\|24.06\|23.30\|43791;2026-03-20\|22.52\|-3.68\|23.51\|23.60\|22.52\|37978;2026-03-23\|21.05\|-6.53\|22.10\|22.38\|20.92\|91864;2026-03-24\|21.40\|1.66\|21.43\|21.54\|20.75\|50600;2026-03-25\|21.44\|0.19\|21.40\|21.71\|21.34\|37030;2026-03-26\|20.67\|-3.59\|21.42\|21.52\|20.59\|38437;2026-03-27\|20.96\|1.40\|20.54\|21.09\|20.45\|31528;2026-03-30\|20.88\|-0.38\|20.65\|20.96\|20.47\|31074;2026-03-31\|20.96\|0.38\|21.00\|21.43\|20.92\|40320;2026-04-01\|21.36\|1.91\|21.43\|21.85\|21.25\|35614;2026-04-02\|20.84\|-2.43\|21.41\|21.41\|20.75\|26817;2026-04-03\|20.38\|-2.21\|20.90\|21.10\|20.38\|24401;2026-04-07\|20.76\|1.86\|20.40\|20.78\|20.40\|25088;2026-04-08\|21.81\|5.06\|21.17\|21.82\|21.17\|50650;2026-04-09\|21.19\|-2.84\|21.75\|21.75\|21.16\|35068;2026-04-10\|21.35\|0.76\|21.39\|21.66\|21.32\|28974;2026-04-13\|21.37\|0.09\|21.19\|21.43\|21.11\|22450;2026-04-14\|22.11\|3.46\|21.52\|22.57\|21.38\|99766;2026-04-15\|21.52\|-2.67\|21.81\|22.05\|21.50\|59315;2026-04-16\|23.73\|10.27\|21.54\|24.61\|21.36\|198649;2026-04-17\|23.29\|-1.85\|23.50\|23.69\|22.97\|127281;2026-04-20\|23.40\|0.47\|23.20\|23.58\|22.94\|71266;2026-04-21\|23.15\|-1.07\|23.42\|23.69\|23.07\|51560;2026-04-22\|23.09\|-0.26\|23.00\|23.20\|22.70\|43191;2026-04-23\|23.01\|-0.35\|23.08\|23.67\|22.58\|80250;2026-04-24\|21.30\|-7.43\|22.16\|22.30\|21.20\|102291;2026-04-27\|21.83\|2.49\|21.00\|21.86\|21.00\|61357;2026-04-28\|21.67\|-0.73\|21.70\|22.22\|21.40\|50009;2026-04-29\|21.42\|-1.15\|21.80\|21.82\|21.40\|43126;2026-04-30\|21.25\|-0.79\|21.42\|21.46\|21.22\|35907;2026-05-06\|21.49\|1.13\|21.45\|21.97\|21.45\|48172;2026-05-07\|21.71\|1.02\|21.68\|21.93\|21.41\|63161;2026-05-08\|21.94\|1.06\|21.60\|22.05\|21.50\|64781;2026-05-11\|22.05\|0.50\|22.03\|22.27\|21.78\|59368;2026-05-12\|22.01\|-0.18\|21.95\|22.35\|21.83\|78920;2026-05-13\|22.09\|0.36\|21.97\|22.15\|21.68\|58202;2026-05-14\|22.27\|0.81\|22.20\|23.05\|21.76\|130569;2026-05-15\|22.12\|-0.67\|22.38\|22.79\|22.01\|86266;2026-05-18\|21.66\|-2.08\|22.00\|22.00\|21.32\|67578;2026-05-19\|21.60\|-0.28\|21.64\|21.90\|21.27\|61868;2026-05-20\|21.08\|-2.41\|21.50\|21.52\|20.92\|54773;2026-05-21\|20.89\|-0.90\|21.33\|21.99\|20.89\|82173;2026-05-22\|20.10\|-3.78\|20.95\|21.12\|19.70\|103403;2026-05-25\|20.35\|1.24\|20.15\|20.54\|19.68\|63678;2026-05-26\|19.79\|-2.75\|20.22\|20.22\|19.44\|58655;2026-05-27\|18.72\|-5.41\|19.89\|19.90\|18.64\|82080;2026-05-28\|18.95\|1.23\|18.76\|19.18\|18.54\|57907;2026-05-29\|18.40\|-2.90\|18.99\|19.23\|18.33\|50890;2026-06-01\|18.69\|1.58\|18.35\|18.95\|18.29\|44131;2026-06-02\|18.46\|-1.23\|18.69\|18.85\|18.20\|42526;2026-06-03\|18.23\|-1.25\|18.54\|18.70\|18.10\|38887;2026-06-04\|17.83\|-2.19\|18.18\|18.22\|17.63\|45735;2026-06-05\|17.82\|-0.06\|17.89\|18.23\|17.40\|58277;2026-06-08\|18.05\|1.29\|17.50\|18.68\|17.26\|97996;2026-06-09\|18.29\|1.33\|17.99\|18.46\|17.72\|73238;2026-06-10\|18.48\|1.04\|18.06\|19.31\|18.01\|122202;2026-06-11\|17.52\|-5.19\|18.19\|18.29\|17.44\|84818;2026-06-12\|18.22\|4.00\|17.71\|19.00\|17.66\|113585;2026-06-15\|18.42\|1.10\|18.20\|18.67\|17.91\|90934;2026-06-16\|18.06\|-1.95\|18.30\|18.38\|17.92\|60620;2026-06-17\|17.85\|-1.16\|17.88\|18.04\|17.55\|61967;2026-06-18\|17.59\|-1.46\|17.74\|17.90\|17.38\|47184;2026-06-22\|17.26\|-1.88\|17.50\|17.67\|16.62\|73554;2026-06-23\|17.11\|-0.87\|17.11\|17.78\|17.07\|48145;2026-06-24\|16.69\|-2.45\|17.24\|17.24\|16.43\|58796;2026-06-25\|16.29\|-2.40\|16.61\|16.94\|16.02\|106596;2026-06-26\|15.59\|-4.24\|16.12\|16.28\|15.55\|64422;2026-06-29\|15.29\|-1.92\|15.40\|15.50\|14.86\|80643;2026-06-30\|15.50\|1.37\|15.35\|15.64\|15.20\|48883;2026-07-01\|15.90\|2.58\|15.48\|16.05\|15.48\|63429;2026-07-02\|15.73\|-1.07\|15.92\|16.16\|15.67\|56111;2026-07-03\|16.32\|3.75\|16.11\|16.50\|15.92\|72385;2026-07-06\|16.06\|-1.59\|16.13\|16.50\|16.01\|54938;2026-07-07\|15.57\|-3.05\|16.06\|16.18\|15.55\|42890;2026-07-08\|15.55\|-0.13\|15.57\|15.76\|15.25\|42091;2026-07-09\|15.48\|-0.45\|15.50\|15.57\|15.12\|43146;2026-07-10\|16.02\|3.49\|15.63\|16.43\|15.52\|84888;2026-07-13\|15.02\|-6.24\|15.96\|16.15\|14.98\|67800;2026-07-14\|14.93\|-0.60\|15.01\|15.16\|14.66\|55018;2026-07-15\|15.17\|1.61\|14.91\|15.38\|14.83\|43610;2026-07-16\|15.46\|1.91\|15.10\|15.60\|15.03\|57415;2026-07-17\|14.75\|-4.59\|15.55\|15.67\|14.65\|66206;2026-07-20\|14.90\|1.02\|14.76\|15.30\|14.60\|70718;2026-07-21\|15.11\|1.41\|14.83\|15.25\|14.62\|69437;2026-07-22\|14.79\|-2.12\|15.05\|15.15\|14.66\|56271
62698	阿里百炼云等算力产品涨价	涨停揭秘：广州南沙、廊坊固安等核心节点数据中心已交付客户，叠加拟收购华拓光通信强化DAC高速互连能力，全面卡位AI算力基础设施升级；涨停缘由：阿里百炼MaaS业务Q1创历史增速，Token消耗量暴涨致算力资源持续紧缺；Anthropic新模型发布进一步拉动推理算力租赁需求；公司IDC资源具备高上架率与弹性扩容能力；资金逻辑：主力资金沿算力租赁主线向具备物理资源+网络连接双重壁垒的IDC龙头集中，大单透视显示早盘集中抢筹，机构与游资合力推升；风险提示：并购事项尚在推进中，存在不确定性；IDC行业电力成本上行压力未完全传导至下游，毛利率承压	1、国内领先的互联网云计算与大数据基础服务综合解决方案提供商；公司广州南沙数据中心、廊坊固安数据中心、成都数据中心已部分建成并交付客户使用； 2、公司拟作为意向受让方以现金方式通过公开挂牌方式受让深圳市特发信息股份有限公司持有的四川华拓光通信股份有限公司70%股权，四川华拓官网显示其包含各系列DAC产品	2026-03-13\|22.68\|-9.71\|24.70\|24.74\|22.66\|1208264;2026-03-16\|23.39\|3.13\|22.68\|23.40\|22.02\|852995;2026-03-17\|22.18\|-5.17\|23.42\|23.55\|22.17\|597787;2026-03-18\|24.20\|9.11\|22.66\|24.26\|22.48\|1145704;2026-03-19\|24.10\|-0.41\|23.50\|24.94\|23.50\|1060449;2026-03-20\|22.30\|-7.47\|24.21\|24.31\|22.28\|925561;2026-03-23\|20.93\|-6.14\|21.92\|22.20\|20.63\|763918;2026-03-24\|21.16\|1.10\|21.40\|21.40\|20.16\|693063;2026-03-25\|22.73\|7.42\|21.50\|23.45\|21.50\|1176581;2026-03-26\|21.98\|-3.30\|22.89\|23.07\|21.80\|636615;2026-03-27\|21.85\|-0.59\|21.77\|22.25\|21.34\|577022;2026-03-30\|22.19\|1.56\|21.44\|22.48\|20.72\|670198;2026-03-31\|21.83\|-1.62\|22.00\|23.11\|21.79\|643868;2026-04-01\|22.70\|3.99\|22.45\|23.05\|22.10\|819425;2026-04-02\|21.14\|-6.87\|22.37\|22.37\|21.01\|743623;2026-04-03\|21.12\|-0.09\|21.70\|21.70\|20.80\|577272;2026-04-07\|20.60\|-2.46\|21.03\|21.50\|20.51\|510280;2026-04-08\|23.08\|12.04\|21.61\|23.08\|21.55\|1305504;2026-04-09\|22.65\|-1.86\|22.55\|22.88\|22.36\|596630;2026-04-10\|22.50\|-0.66\|23.00\|23.16\|22.46\|563820;2026-04-13\|23.04\|2.40\|22.13\|23.19\|22.10\|645280;2026-04-14\|23.65\|2.65\|23.65\|24.15\|23.45\|831475;2026-04-15\|23.40\|-1.06\|23.70\|23.89\|23.24\|579476;2026-04-16\|25.94\|10.85\|23.60\|25.97\|23.52\|1572379;2026-04-17\|24.99\|-3.66\|25.97\|26.10\|24.77\|1043702;2026-04-20\|24.29\|-2.80\|24.74\|24.85\|24.11\|967381;2026-04-21\|23.76\|-2.18\|24.13\|24.13\|23.20\|695469;2026-04-22\|24.70\|3.96\|23.69\|24.80\|23.52\|1152692;2026-04-23\|24.56\|-0.57\|24.43\|25.27\|24.31\|955016;2026-04-24\|24.00\|-2.28\|24.21\|24.41\|22.81\|1023292;2026-04-27\|23.20\|-3.33\|23.27\|23.59\|22.55\|732039;2026-04-28\|23.35\|0.65\|23.19\|23.90\|23.08\|765020;2026-04-29\|25.10\|7.49\|23.97\|25.98\|23.77\|1590173;2026-04-30\|24.94\|-0.64\|24.86\|25.53\|24.45\|785462;2026-05-06\|26.92\|7.94\|25.65\|27.64\|25.57\|1297353;2026-05-07\|27.39\|1.75\|27.30\|27.73\|26.97\|862295;2026-05-08\|27.06\|-1.20\|26.92\|27.46\|26.50\|708258;2026-05-11\|26.51\|-2.03\|28.22\|28.22\|26.15\|948320;2026-05-12\|25.78\|-2.75\|26.52\|26.53\|25.55\|616942;2026-05-13\|27.96\|8.46\|25.77\|28.18\|25.52\|1179310;2026-05-14\|26.97\|-3.54\|28.64\|28.98\|26.81\|925754;2026-05-15\|27.36\|1.45\|27.85\|29.49\|27.04\|1341525;2026-05-18\|27.83\|1.72\|28.06\|28.48\|27.53\|1071765;2026-05-19\|28.03\|0.72\|27.35\|28.27\|26.62\|1104166;2026-05-20\|26.73\|-4.64\|27.53\|28.29\|26.69\|968465;2026-05-21\|24.47\|-8.45\|26.94\|27.12\|24.30\|1082792;2026-05-22\|25.40\|3.80\|24.95\|25.76\|24.55\|763027;2026-05-25\|25.16\|-0.94\|25.41\|25.73\|24.40\|695999;2026-05-26\|23.94\|-4.85\|24.81\|24.84\|23.48\|662575;2026-05-27\|22.87\|-4.47\|23.80\|23.94\|22.73\|554801;2026-05-28\|23.10\|1.01\|23.35\|23.55\|22.26\|580772;2026-05-29\|21.76\|-5.80\|23.11\|23.29\|21.57\|624159;2026-06-01\|21.72\|-0.18\|22.02\|22.35\|21.67\|527918;2026-06-02\|22.03\|1.43\|21.86\|22.05\|20.87\|569110;2026-06-03\|21.25\|-3.54\|21.41\|21.89\|20.97\|690209;2026-06-04\|20.90\|-1.65\|20.81\|21.07\|20.44\|534478;2026-06-05\|20.49\|-1.96\|20.79\|21.10\|20.17\|489548;2026-06-08\|19.34\|-5.61\|19.91\|20.35\|19.14\|523396;2026-06-09\|19.82\|2.48\|19.75\|20.00\|19.38\|372339;2026-06-10\|19.90\|0.40\|19.69\|20.80\|19.60\|631976;2026-06-11\|18.95\|-4.77\|19.77\|19.79\|18.80\|516242;2026-06-12\|19.07\|0.63\|19.29\|19.76\|19.05\|439164;2026-06-15\|20.23\|6.08\|19.39\|20.27\|19.37\|498045;2026-06-16\|20.10\|-0.64\|20.19\|20.33\|19.79\|442061;2026-06-17\|20.08\|-0.10\|19.83\|20.37\|19.73\|389682;2026-06-18\|21.12\|5.18\|20.20\|21.29\|20.08\|838322;2026-06-22\|22.00\|4.17\|21.09\|22.30\|20.95\|913444;2026-06-23\|21.28\|-3.27\|21.68\|22.10\|21.04\|749582;2026-06-24\|21.52\|1.13\|21.08\|21.86\|20.65\|622149;2026-06-25\|20.81\|-3.30\|21.50\|21.72\|20.65\|550319;2026-06-26\|19.37\|-6.92\|20.50\|20.54\|19.37\|535623;2026-06-29\|18.88\|-2.53\|19.35\|19.64\|18.51\|415609;2026-06-30\|20.22\|7.10\|18.93\|20.47\|18.62\|509178;2026-07-01\|21.50\|6.33\|20.30\|22.07\|20.12\|826260;2026-07-02\|20.90\|-2.75\|21.15\|21.86\|20.75\|596614;2026-07-03\|20.36\|-2.58\|20.71\|21.50\|20.24\|469151;2026-07-06\|19.80\|-2.75\|21.20\|21.38\|19.75\|441791;2026-07-07\|19.21\|-2.98\|19.70\|19.96\|18.99\|359892;2026-07-08\|20.33\|5.83\|19.40\|20.93\|19.40\|702655;2026-07-09\|20.40\|0.34\|20.20\|20.60\|19.68\|563668;2026-07-10\|20.83\|2.11\|20.06\|21.75\|19.94\|745493;2026-07-13\|21.15\|1.54\|20.88\|21.48\|20.68\|706570;2026-07-14\|19.83\|-6.24\|20.98\|21.16\|18.51\|844808;2026-07-15\|19.71\|-0.61\|19.66\|20.19\|19.09\|476441;2026-07-16\|19.90\|0.96\|19.38\|20.59\|19.22\|474127;2026-07-17\|20.38\|2.41\|19.55\|20.98\|19.10\|829830;2026-07-20\|20.90\|2.55\|20.46\|21.23\|20.03\|754868;2026-07-21\|21.78\|4.21\|20.70\|21.92\|20.12\|950614;2026-07-22\|22.92\|5.23\|21.57\|23.55\|21.31\|1217487
62697	阿里百炼云等算力产品涨价	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； 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	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;2026-07-10\|104.91\|2.68\|106.51\|113.88\|104.90\|126072;2026-07-13\|94.19\|-10.22\|104.00\|107.05\|94.00\|89968;2026-07-14\|98.98\|5.09\|94.98\|100.54\|93.00\|72020;2026-07-15\|95.49\|-3.53\|101.01\|103.60\|94.65\|70269;2026-07-16\|91.50\|-4.18\|93.75\|98.66\|89.88\|74577;2026-07-17\|76.82\|-16.04\|90.00\|91.50\|76.38\|134238;2026-07-20\|65.88\|-14.24\|79.81\|80.50\|62.62\|131266;2026-07-21\|72.78\|10.47\|67.28\|72.88\|57.30\|148853;2026-07-22\|71.16\|-2.23\|71.46\|75.35\|70.35\|97797
62696	阿里百炼云等算力产品涨价	能源智算+债权转让+一季报扭亏行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月14日机构调研，公司正全力深耕“能源+智算中心”全链条生态，加快构建覆盖能源侧、算力侧与协同管控平台的“三位一体”技术支撑体系，为绿色智算全场景运营提供产品与技术底座。 2、据2026年6月19日公告，公司董事会审议通过《关于签订〈债权转让协议〉暨关联交易的议案》，将公司对中铁十九局集团有限公司的应收账款债权转让给关联方新投云。该笔债权转让完成后，前期计提的减值准备17万元将在2026年二季度冲回，有利于公司有效盘活资产。 3、据2026年4月22日公告，公司2026年第一季度实现营业收入1831.91万元，同比增长32.70%；归母净利润202.80万元，同比实现扭亏为盈。	公司拥有基于“中威视云”的智能互联网安防及综合信息的运营与服务，基于华为鲲鹏云认证的视频云平台，AI视频中台以及聚焦园区和交通的华为云严选解决方案	2026-03-13\|11.07\|-1.25\|11.10\|11.33\|11.02\|48589;2026-03-16\|11.10\|0.27\|11.05\|11.18\|10.86\|53505;2026-03-17\|10.75\|-3.15\|11.22\|11.22\|10.74\|52859;2026-03-18\|11.03\|2.60\|10.81\|11.04\|10.80\|54012;2026-03-19\|10.76\|-2.45\|11.00\|11.00\|10.74\|45536;2026-03-20\|10.52\|-2.23\|10.86\|11.02\|10.50\|54708;2026-03-23\|9.87\|-6.18\|10.51\|10.51\|9.81\|85069;2026-03-24\|10.12\|2.53\|10.16\|10.20\|9.78\|64308;2026-03-25\|10.53\|4.05\|10.13\|10.75\|10.12\|87312;2026-03-26\|10.16\|-3.51\|10.59\|10.60\|10.06\|64000;2026-03-27\|10.43\|2.66\|9.98\|10.72\|9.95\|70809;2026-03-30\|11.11\|6.52\|10.33\|11.19\|10.26\|140943;2026-03-31\|10.72\|-3.51\|11.08\|11.25\|10.66\|86677;2026-04-01\|10.77\|0.47\|10.89\|10.97\|10.65\|55785;2026-04-02\|10.36\|-3.81\|10.72\|10.77\|10.27\|72798;2026-04-03\|10.08\|-2.70\|10.43\|10.44\|10.00\|49675;2026-04-07\|10.23\|1.49\|10.09\|10.33\|9.99\|42432;2026-04-08\|10.65\|4.11\|10.51\|10.69\|10.45\|53858;2026-04-09\|10.38\|-2.54\|10.65\|10.65\|10.28\|46836;2026-04-10\|10.44\|0.58\|10.47\|10.77\|10.41\|48164;2026-04-13\|10.43\|-0.10\|10.39\|10.58\|10.33\|38899;2026-04-14\|10.47\|0.38\|10.52\|10.64\|10.37\|45432;2026-04-15\|10.25\|-2.10\|10.63\|10.63\|10.20\|57407;2026-04-16\|11.45\|11.71\|10.27\|11.66\|10.20\|246114;2026-04-17\|11.95\|4.37\|11.34\|12.20\|11.30\|317799;2026-04-20\|11.80\|-1.26\|12.10\|12.42\|11.72\|255842;2026-04-21\|12.24\|3.73\|11.74\|12.31\|11.68\|158829;2026-04-22\|12.44\|1.63\|12.59\|12.85\|12.03\|233701;2026-04-23\|12.72\|2.25\|12.32\|12.78\|12.25\|181469;2026-04-24\|12.50\|-1.73\|12.53\|12.92\|12.44\|135595;2026-04-27\|12.60\|0.80\|12.40\|12.64\|11.97\|147964;2026-04-28\|12.96\|2.86\|12.44\|13.29\|12.40\|175709;2026-04-29\|12.85\|-0.85\|12.85\|13.08\|12.61\|100416;2026-04-30\|13.36\|3.97\|12.86\|13.44\|12.85\|168481;2026-05-06\|13.41\|0.37\|13.36\|13.83\|13.09\|154890;2026-05-07\|14.37\|7.16\|13.68\|14.65\|13.55\|217069;2026-05-08\|15.22\|5.92\|14.21\|15.40\|14.13\|219094;2026-05-11\|14.61\|-4.01\|15.22\|15.62\|14.53\|215638;2026-05-12\|14.73\|0.82\|14.50\|15.11\|14.37\|194271;2026-05-13\|14.57\|-1.09\|14.51\|14.90\|14.48\|149470;2026-05-14\|14.41\|-1.10\|14.75\|14.96\|14.20\|144465;2026-05-15\|14.16\|-1.73\|14.41\|14.60\|13.88\|156299;2026-05-18\|13.93\|-1.62\|14.24\|14.35\|13.68\|136677;2026-05-19\|13.98\|0.36\|13.96\|14.23\|13.81\|88517;2026-05-20\|13.81\|-1.22\|13.99\|14.07\|13.65\|89395;2026-05-21\|13.23\|-4.20\|13.85\|14.48\|13.09\|164794;2026-05-22\|13.36\|0.98\|13.20\|13.52\|13.00\|113316;2026-05-25\|13.30\|-0.45\|13.70\|13.98\|13.13\|124969;2026-05-26\|13.04\|-1.95\|13.20\|13.26\|12.55\|125556;2026-05-27\|12.67\|-2.84\|13.06\|13.12\|12.57\|77636;2026-05-28\|13.64\|7.66\|12.70\|13.75\|12.54\|134728;2026-05-29\|12.87\|-5.65\|13.71\|13.88\|12.72\|143758;2026-06-01\|12.57\|-2.33\|12.82\|13.18\|12.53\|105845;2026-06-02\|12.52\|-0.40\|12.57\|12.73\|12.20\|78117;2026-06-03\|13.02\|3.99\|12.49\|13.30\|12.30\|133583;2026-06-04\|12.51\|-3.92\|12.83\|13.08\|12.28\|101842;2026-06-05\|12.38\|-1.04\|12.44\|12.83\|12.25\|95061;2026-06-08\|12.19\|-1.53\|11.95\|12.74\|11.62\|101116;2026-06-09\|12.36\|1.39\|12.30\|12.48\|12.00\|75943;2026-06-10\|12.11\|-2.02\|12.22\|12.35\|11.96\|68040;2026-06-11\|11.76\|-2.89\|11.98\|12.16\|11.65\|67546;2026-06-12\|11.44\|-2.72\|12.00\|12.25\|11.39\|88104;2026-06-15\|11.88\|3.85\|11.44\|11.95\|11.44\|84737;2026-06-16\|12.14\|2.19\|11.89\|12.19\|11.67\|75005;2026-06-17\|12.05\|-0.74\|12.16\|12.30\|11.74\|106172;2026-06-18\|11.65\|-3.32\|11.99\|12.05\|11.57\|77862;2026-06-22\|10.98\|-5.75\|11.62\|11.85\|10.63\|174211;2026-06-23\|11.46\|4.37\|10.86\|11.57\|10.80\|144825;2026-06-24\|10.83\|-5.50\|11.43\|11.48\|10.58\|106923;2026-06-25\|10.85\|0.18\|10.78\|11.65\|10.67\|162756;2026-06-26\|10.34\|-4.70\|11.03\|11.35\|10.27\|166378;2026-06-29\|10.84\|4.84\|10.31\|11.05\|10.05\|190318;2026-06-30\|13.01\|20.02\|10.85\|13.01\|10.72\|239019;2026-07-01\|14.28\|9.76\|13.09\|15.10\|12.88\|604380;2026-07-02\|13.30\|-6.86\|13.97\|14.06\|13.21\|330405;2026-07-03\|13.24\|-0.45\|13.42\|13.46\|12.83\|254795;2026-07-06\|12.38\|-6.50\|13.13\|13.13\|12.32\|184122;2026-07-07\|11.58\|-6.46\|12.25\|12.49\|11.46\|146444;2026-07-08\|11.40\|-1.55\|11.54\|12.26\|11.36\|164484;2026-07-09\|12.99\|13.95\|11.76\|13.20\|11.64\|326278;2026-07-10\|13.23\|1.85\|12.70\|13.50\|12.60\|287889;2026-07-13\|12.14\|-8.24\|12.98\|13.38\|12.03\|187106;2026-07-14\|12.05\|-0.74\|12.05\|12.20\|11.49\|160035;2026-07-15\|11.65\|-3.32\|12.10\|12.45\|11.45\|171265;2026-07-16\|11.23\|-3.61\|11.45\|11.63\|10.99\|150008;2026-07-17\|10.43\|-7.12\|11.19\|11.38\|10.30\|165470;2026-07-20\|9.40\|-9.88\|10.61\|10.85\|9.10\|243337;2026-07-21\|9.55\|1.60\|9.37\|9.60\|8.10\|266394;2026-07-22\|9.35\|-2.09\|9.31\|9.79\|9.20\|179679
62695	阿里百炼云等算力产品涨价	涨停揭秘：公司在数智城市领域提供存算力服务器整机及云平台，已形成从硬件到云服务的垂直整合能力，直接受益于地方政府智算中心建设浪潮；涨停缘由：多地出台智算中心专项支持政策，上海、深圳等地加快区域算力调度平台建设；阿里云等涨价推动地方政府更倾向采购本地化、可定制的整机服务器方案；资金逻辑：资金关注国产算力整机环节稀缺标的，尤其具备软硬一体交付能力、已获地方项目订单验证的企业，龙虎榜显示一线游资主导封板；风险提示：服务器整机毛利率偏低，规模效应尚未完全体现；地方政府预算执行节奏存在季度性波动	公司在数智城市领域主要提供整机和云，产品包括存算力服务器	2026-03-13\|43.50\|-1.67\|43.75\|44.40\|43.35\|17230;2026-03-16\|43.42\|-0.18\|43.40\|43.46\|42.49\|19358;2026-03-17\|42.06\|-3.13\|43.45\|43.87\|41.90\|17989;2026-03-18\|43.28\|2.90\|42.06\|43.32\|41.90\|18026;2026-03-19\|46.68\|7.86\|42.63\|47.98\|42.62\|78876;2026-03-20\|42.35\|-9.28\|46.37\|46.99\|42.32\|57297;2026-03-23\|38.65\|-8.74\|40.69\|41.25\|38.12\|42266;2026-03-24\|40.06\|3.65\|39.82\|40.15\|38.29\|22636;2026-03-25\|41.41\|3.37\|40.05\|41.68\|40.05\|22908;2026-03-26\|39.60\|-4.37\|41.15\|41.45\|39.36\|21877;2026-03-27\|39.91\|0.78\|38.82\|40.38\|38.75\|14379;2026-03-30\|39.60\|-0.78\|39.01\|39.87\|38.84\|17841;2026-03-31\|39.60\|0.00\|39.02\|41.82\|38.69\|39002;2026-04-01\|41.00\|3.54\|40.50\|41.40\|39.98\|29152;2026-04-02\|39.24\|-4.29\|41.49\|41.49\|39.02\|21389;2026-04-03\|38.95\|-0.74\|39.25\|39.83\|38.73\|14096;2026-04-07\|39.30\|0.90\|38.71\|39.40\|38.59\|13089;2026-04-08\|42.18\|7.33\|40.51\|42.28\|40.25\|33614;2026-04-09\|41.18\|-2.37\|42.16\|42.16\|40.98\|20935;2026-04-10\|41.60\|1.02\|41.20\|42.38\|41.20\|17658;2026-04-13\|41.21\|-0.94\|41.89\|42.00\|41.10\|16258;2026-04-14\|43.47\|5.48\|41.80\|43.98\|41.80\|45466;2026-04-15\|42.77\|-1.61\|44.00\|44.01\|42.58\|29579;2026-04-16\|47.84\|11.85\|43.00\|50.00\|42.73\|103508;2026-04-17\|45.78\|-4.31\|47.00\|47.58\|45.46\|69394;2026-04-20\|45.54\|-0.52\|45.71\|46.12\|45.26\|40137;2026-04-21\|44.70\|-1.84\|45.63\|45.63\|43.60\|32114;2026-04-22\|47.05\|5.26\|44.73\|47.28\|44.13\|52324;2026-04-23\|47.20\|0.32\|46.73\|48.82\|46.63\|54367;2026-04-24\|45.20\|-4.24\|46.80\|46.80\|45.00\|37645;2026-04-27\|45.25\|0.11\|44.68\|46.00\|43.28\|39663;2026-04-28\|43.68\|-3.47\|45.35\|45.35\|43.41\|22297;2026-04-29\|43.67\|-0.02\|43.00\|45.26\|42.80\|26801;2026-04-30\|47.99\|9.89\|45.74\|49.59\|45.74\|88876;2026-05-06\|51.06\|6.40\|47.76\|51.49\|47.60\|93126;2026-05-07\|51.05\|-0.02\|51.14\|51.65\|50.05\|51359;2026-05-08\|51.20\|0.29\|50.89\|52.35\|50.37\|49994;2026-05-11\|56.66\|10.66\|52.00\|58.88\|51.28\|134909;2026-05-12\|60.70\|7.13\|56.69\|62.53\|53.15\|153137;2026-05-13\|67.48\|11.17\|58.11\|69.09\|58.11\|185832;2026-05-14\|68.31\|1.23\|66.81\|70.00\|64.80\|145614;2026-05-15\|63.75\|-6.68\|69.99\|73.58\|62.33\|183473;2026-05-18\|63.36\|-0.61\|63.00\|65.50\|61.99\|110436;2026-05-19\|63.15\|-0.33\|63.40\|65.26\|61.78\|71626;2026-05-20\|60.13\|-4.78\|62.71\|63.44\|59.00\|107107;2026-05-21\|53.64\|-10.79\|60.21\|60.75\|53.15\|119892;2026-05-22\|55.57\|3.60\|53.94\|56.50\|52.39\|90433;2026-05-25\|55.38\|-0.34\|55.53\|55.99\|53.88\|66101;2026-05-26\|52.59\|-5.04\|55.00\|55.06\|51.60\|64201;2026-05-27\|50.40\|-4.16\|52.61\|52.79\|49.83\|50838;2026-05-28\|51.04\|1.27\|50.60\|51.91\|49.45\|51995;2026-05-29\|46.89\|-8.13\|51.45\|51.61\|46.00\|61288;2026-06-01\|47.40\|1.09\|46.89\|49.30\|46.53\|52464;2026-06-02\|46.23\|-2.47\|47.40\|48.10\|45.02\|42648;2026-06-03\|45.60\|-1.36\|46.21\|47.56\|45.00\|42848;2026-06-04\|45.08\|-1.14\|45.12\|45.52\|44.74\|35755;2026-06-05\|45.37\|0.64\|45.08\|46.80\|43.70\|44191;2026-06-08\|42.13\|-7.14\|44.47\|44.51\|41.44\|46282;2026-06-09\|43.75\|3.85\|42.99\|43.88\|42.32\|32999;2026-06-10\|43.35\|-0.91\|43.45\|44.98\|42.70\|34744;2026-06-11\|42.31\|-2.40\|42.82\|43.09\|41.03\|32119;2026-06-12\|43.29\|2.32\|43.16\|44.94\|43.00\|40053;2026-06-15\|45.84\|5.89\|44.02\|45.86\|43.90\|44087;2026-06-16\|47.40\|3.40\|46.20\|48.98\|45.11\|58767;2026-06-17\|48.00\|1.27\|47.00\|48.28\|46.68\|48497;2026-06-18\|49.00\|2.08\|47.60\|49.78\|47.50\|47236;2026-06-22\|48.60\|-0.82\|49.27\|51.55\|47.28\|74219;2026-06-23\|47.00\|-3.29\|48.76\|49.38\|46.50\|57419;2026-06-24\|46.80\|-0.43\|47.20\|47.20\|45.00\|40731;2026-06-25\|45.37\|-3.06\|47.17\|47.56\|44.50\|53277;2026-06-26\|42.26\|-6.85\|44.64\|45.00\|42.26\|50185;2026-06-29\|40.42\|-4.35\|42.19\|42.50\|39.65\|46374;2026-06-30\|44.39\|9.82\|39.91\|44.59\|39.91\|52289;2026-07-01\|44.47\|0.18\|44.50\|45.90\|44.00\|44539;2026-07-02\|41.90\|-5.78\|43.35\|44.97\|41.81\|37573;2026-07-03\|41.80\|-0.24\|41.88\|43.00\|41.51\|36433;2026-07-06\|39.87\|-4.62\|41.60\|41.96\|39.20\|34839;2026-07-07\|37.73\|-5.37\|40.19\|40.19\|37.43\|33806;2026-07-08\|38.19\|1.22\|37.40\|39.44\|37.38\|33921;2026-07-09\|37.55\|-1.68\|38.50\|38.53\|35.28\|43679;2026-07-10\|38.16\|1.62\|36.86\|39.95\|36.86\|41519;2026-07-13\|34.92\|-8.49\|37.79\|38.08\|34.77\|39387;2026-07-14\|35.56\|1.83\|34.81\|35.67\|32.98\|46299;2026-07-15\|34.30\|-3.54\|35.35\|36.28\|34.20\|30214;2026-07-16\|34.31\|0.03\|33.68\|36.10\|33.66\|34415;2026-07-17\|31.45\|-8.34\|33.80\|34.48\|31.01\|42550;2026-07-20\|29.71\|-5.53\|31.52\|32.46\|28.88\|45825;2026-07-21\|30.82\|3.74\|29.82\|31.00\|26.69\|57369;2026-07-22\|31.22\|1.30\|30.14\|32.18\|30.14\|46598
62694	阿里百炼云等算力产品涨价	一季报预增+算力租赁+光模块行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年4月13日公告，公司预计2026年第一季度归母净利润6.5亿元至8.5亿元，同比增长284.14%至402.33%，主要因智能算力产品及服务业务迎来大幅增长，前期布局的多个算力集群项目陆续完成交付并进入计费阶段。 2、据2026年4月11日公告，公司拟使用5.1亿元增资取得光为科技广州有限公司51%股权，以进入光芯片、光模块赛道，完善“智能终端+云算力+光器件”全产业链布局。 3、据2026年3月17日披露的2025年年报，公司2025年营收122.36亿元、净利11.64亿元，分别同比增长65.13%、68.32%，其中智能算力产品及服务收入27.61亿元，同比增长1727.17%。	1、公司预计一季报净利润同比增长284%-402%，智能算力产品及服务业务迎来大幅增长。 2、公司为英伟达云合作伙伴（NCP），在北京、上海、乌兰察布、廊坊、中卫、广州、深圳、宁波等多地部署并运营算力中心，为客户提供以高端算力为基础的云算力租赁业务。	2026-03-13\|247.59\|-1.39\|250.08\|260.68\|247.43\|84005;2026-03-16\|249.01\|0.57\|250.00\|251.45\|229.80\|117263;2026-03-17\|232.01\|-6.83\|245.77\|246.55\|231.18\|99700;2026-03-18\|252.02\|8.62\|237.80\|252.58\|235.01\|129599;2026-03-19\|257.60\|2.21\|245.69\|263.68\|243.24\|125727;2026-03-20\|219.25\|-14.89\|261.49\|262.99\|206.08\|396528;2026-03-23\|208.53\|-4.89\|214.15\|215.29\|205.73\|211292;2026-03-24\|207.45\|-0.52\|211.04\|211.97\|200.55\|117256;2026-03-25\|224.70\|8.32\|211.30\|230.00\|211.23\|141399;2026-03-26\|215.27\|-4.20\|224.40\|224.60\|213.23\|88699;2026-03-27\|212.58\|-1.25\|210.11\|215.35\|208.60\|78474;2026-03-30\|214.80\|1.04\|209.66\|219.66\|208.91\|80168;2026-03-31\|209.32\|-2.55\|216.80\|217.45\|206.81\|76331;2026-04-01\|220.30\|5.25\|216.02\|222.00\|212.48\|107698;2026-04-02\|208.36\|-5.42\|218.98\|219.30\|208.25\|79143;2026-04-03\|208.00\|-0.17\|211.00\|217.35\|207.00\|71759;2026-04-07\|206.72\|-0.62\|209.74\|216.68\|206.25\|65361;2026-04-08\|230.85\|11.67\|217.00\|233.10\|214.84\|166436;2026-04-09\|231.11\|0.11\|227.00\|233.99\|225.50\|96029;2026-04-10\|208.25\|-9.89\|235.10\|235.11\|203.02\|177970;2026-04-13\|208.00\|-0.12\|216.76\|219.96\|203.80\|216115;2026-04-14\|249.60\|20.00\|240.06\|249.60\|240.06\|170763;2026-04-15\|280.69\|12.46\|280.19\|288.68\|268.98\|407281;2026-04-16\|319.00\|13.65\|282.00\|320.92\|282.00\|337243;2026-04-17\|316.90\|-0.66\|309.74\|322.00\|305.08\|261793;2026-04-20\|307.99\|-2.81\|308.00\|312.66\|302.00\|248546;2026-04-21\|304.57\|-1.11\|304.69\|307.00\|290.00\|191935;2026-04-22\|260.76\|19.99\|219.96\|260.77\|219.93\|415961;2026-04-23\|257.11\|-1.40\|259.01\|268.00\|253.80\|391589;2026-04-24\|264.18\|2.75\|255.00\|268.88\|250.89\|351526;2026-04-27\|258.00\|-2.34\|266.00\|267.49\|251.88\|278086;2026-04-28\|261.00\|1.16\|261.85\|276.00\|253.91\|394531;2026-04-29\|271.77\|4.13\|255.01\|279.98\|255.01\|350090;2026-04-30\|259.70\|-4.44\|267.55\|270.00\|258.79\|290565;2026-05-06\|281.41\|8.36\|266.20\|294.84\|264.16\|349691;2026-05-07\|284.99\|1.27\|284.65\|289.41\|274.80\|291676;2026-05-08\|284.50\|-0.17\|277.30\|293.98\|276.19\|250206;2026-05-11\|283.94\|-0.20\|289.00\|289.98\|269.48\|286102;2026-05-12\|270.57\|-4.71\|282.28\|289.20\|267.80\|296103;2026-05-13\|300.99\|11.24\|266.00\|301.90\|266.00\|365860;2026-05-14\|288.03\|-4.31\|306.00\|308.00\|287.68\|257961;2026-05-15\|274.01\|-4.87\|286.00\|293.00\|270.40\|269363;2026-05-18\|272.10\|-0.70\|274.41\|278.99\|269.99\|201384;2026-05-19\|270.49\|-0.59\|270.50\|273.88\|259.00\|211171;2026-05-20\|272.84\|0.87\|268.00\|280.00\|267.00\|195080;2026-05-21\|258.00\|-5.44\|275.88\|277.00\|256.96\|233405;2026-05-22\|272.00\|5.43\|265.00\|272.60\|257.11\|215711;2026-05-25\|267.03\|-1.83\|270.00\|274.00\|256.23\|258408;2026-05-26\|258.01\|-3.38\|265.10\|266.18\|251.41\|237519;2026-05-27\|246.02\|-4.65\|260.84\|261.98\|243.08\|237190;2026-05-28\|252.30\|2.55\|250.94\|253.52\|243.67\|175755;2026-05-29\|239.65\|-5.01\|254.90\|255.90\|235.01\|197424;2026-06-01\|236.46\|-1.33\|239.63\|251.38\|235.25\|209302;2026-06-02\|235.53\|-0.39\|241.19\|242.68\|226.80\|198401;2026-06-03\|240.00\|1.90\|235.54\|248.44\|233.13\|211731;2026-06-04\|244.34\|1.81\|235.00\|245.84\|235.00\|166781;2026-06-05\|228.47\|-6.50\|238.00\|239.91\|226.71\|222129;2026-06-08\|213.30\|-6.64\|216.24\|221.63\|209.00\|221394;2026-06-09\|221.50\|3.84\|220.00\|222.28\|213.01\|162223;2026-06-10\|222.22\|0.33\|220.00\|226.36\|218.25\|155042;2026-06-11\|218.44\|-1.70\|221.00\|225.22\|215.60\|139773;2026-06-12\|223.70\|2.41\|223.50\|232.50\|219.00\|247422;2026-06-15\|241.00\|7.73\|228.80\|241.50\|228.01\|269996;2026-06-16\|237.50\|-1.45\|241.01\|242.00\|232.35\|261721;2026-06-17\|266.99\|12.42\|239.52\|267.00\|237.50\|358866;2026-06-18\|277.76\|4.03\|268.00\|282.58\|267.50\|317353;2026-06-22\|316.81\|14.06\|283.31\|322.00\|283.31\|387836;2026-06-23\|306.50\|-3.25\|320.00\|322.66\|301.92\|302299;2026-06-24\|340.19\|10.99\|305.00\|345.00\|305.00\|307408;2026-06-25\|341.98\|0.53\|343.08\|355.55\|333.39\|234618;2026-06-26\|332.47\|-2.78\|338.00\|345.28\|326.01\|210933;2026-06-29\|327.83\|-1.40\|332.82\|351.98\|315.00\|224960;2026-06-30\|339.90\|3.68\|330.00\|344.99\|324.50\|205637;2026-07-01\|331.31\|-2.53\|339.00\|343.00\|327.96\|187060;2026-07-02\|293.59\|-11.39\|311.10\|318.50\|292.91\|253383;2026-07-03\|300.41\|2.32\|293.59\|309.80\|289.23\|173803;2026-07-06\|293.36\|-2.35\|302.40\|305.00\|284.44\|150649;2026-07-07\|278.29\|-5.14\|293.00\|296.83\|272.30\|143847;2026-07-08\|281.00\|0.97\|288.54\|291.10\|274.11\|158563;2026-07-09\|292.36\|4.04\|289.00\|295.00\|269.06\|212160;2026-07-10\|277.96\|-4.93\|292.37\|309.65\|276.00\|206975;2026-07-13\|262.83\|-5.44\|275.11\|287.16\|259.34\|182784;2026-07-14\|269.83\|2.66\|261.62\|269.98\|246.00\|195435;2026-07-15\|252.11\|-6.57\|277.98\|278.00\|251.00\|158111;2026-07-16\|234.65\|-6.93\|245.00\|250.48\|231.80\|172389;2026-07-17\|212.76\|-9.33\|234.67\|236.66\|210.01\|210128;2026-07-20\|220.00\|3.40\|224.50\|242.00\|209.00\|324414;2026-07-21\|245.10\|11.41\|223.96\|251.88\|192.75\|411605;2026-07-22\|250.94\|2.38\|240.93\|271.80\|240.73\|374203
62693	阿里百炼云等算力产品涨价	算力+TGV玻璃基板+UTG+国企 1、据2026年5月28日公告，公司子公司芜湖长信智算拟以自有或自筹资金向多家供应商采购服务器，采购合同总金额预计不超过人民币30亿元；据2026年6月8日互动易，子公司长信智算与联通青海绿电签署五年期、含税2.62亿元算力服务合同，落地算力租赁订单。 2、据2026年6月10日互动易，公司UTG业务已进入荣耀等头部客户供应链，TGV玻璃基板技术正积极布局，致力于以业绩增长支撑内在价值提升。 3、据2026年5月20日投资者关系活动记录表，2026年子公司东信光电再获荣耀Magic V6项目订单，UTG产品在折叠手机领域已全面取代CPI；据2026年4月27日年报，公司积极推动UTG在光伏、航空航天等高端领域落地。 4、据2026年5月20日投资者关系活动记录表，公司实际控制人为安徽省投资集团控股有限公司，最终控制人为安徽省国有资产监督管理委员会。	子公司签订2.62亿元算力服务合同	2026-03-13\|6.81\|-1.16\|6.83\|6.97\|6.78\|1164571;2026-03-16\|6.71\|-1.47\|6.77\|6.79\|6.65\|727866;2026-03-17\|6.49\|-3.28\|6.73\|6.76\|6.47\|765081;2026-03-18\|6.68\|2.93\|6.53\|6.71\|6.52\|730742;2026-03-19\|6.64\|-0.60\|6.61\|6.72\|6.55\|765256;2026-03-20\|6.35\|-4.37\|6.70\|6.75\|6.35\|931040;2026-03-23\|5.88\|-7.40\|6.25\|6.25\|5.79\|1091389;2026-03-24\|6.02\|2.38\|6.01\|6.04\|5.85\|616628;2026-03-25\|6.15\|2.16\|6.04\|6.24\|6.02\|639307;2026-03-26\|5.97\|-2.93\|6.14\|6.15\|5.93\|564871;2026-03-27\|6.01\|0.67\|5.86\|6.04\|5.86\|362507;2026-03-30\|5.96\|-0.83\|5.90\|5.98\|5.80\|414272;2026-03-31\|5.89\|-1.17\|5.94\|6.01\|5.87\|379414;2026-04-01\|6.01\|2.04\|6.11\|6.18\|6.01\|582883;2026-04-02\|5.90\|-1.83\|6.00\|6.04\|5.84\|401372;2026-04-03\|5.84\|-1.02\|5.91\|5.93\|5.83\|278117;2026-04-07\|5.88\|0.68\|5.90\|5.95\|5.83\|306394;2026-04-08\|6.21\|5.61\|6.02\|6.22\|6.02\|831224;2026-04-09\|6.19\|-0.32\|6.12\|6.28\|6.10\|589803;2026-04-10\|6.23\|0.65\|6.22\|6.33\|6.21\|507841;2026-04-13\|6.20\|-0.48\|6.18\|6.26\|6.15\|324485;2026-04-14\|6.24\|0.65\|6.26\|6.28\|6.17\|385535;2026-04-15\|6.81\|9.13\|6.88\|7.46\|6.71\|4163459;2026-04-16\|7.77\|14.10\|6.82\|8.17\|6.82\|7542507;2026-04-17\|7.59\|-2.32\|7.52\|7.91\|7.48\|5012532;2026-04-20\|7.47\|-1.58\|7.53\|7.70\|7.40\|2891643;2026-04-21\|7.18\|-3.88\|7.40\|7.46\|7.11\|2187216;2026-04-22\|7.41\|3.20\|7.13\|7.55\|7.08\|3106274;2026-04-23\|7.13\|-3.78\|7.32\|7.37\|7.11\|1857648;2026-04-24\|7.05\|-1.12\|7.04\|7.12\|6.85\|1657548;2026-04-27\|7.06\|0.14\|7.01\|7.12\|6.93\|1154383;2026-04-28\|6.57\|-6.94\|6.87\|6.87\|6.52\|1951505;2026-04-29\|6.72\|2.28\|6.51\|6.79\|6.48\|1131852;2026-04-30\|6.55\|-2.53\|6.67\|6.75\|6.53\|974030;2026-05-06\|6.94\|5.95\|6.65\|7.12\|6.64\|1890741;2026-05-07\|7.24\|4.32\|6.97\|7.30\|6.90\|1928792;2026-05-08\|7.27\|0.41\|7.16\|7.30\|7.12\|1421129;2026-05-11\|7.29\|0.28\|7.37\|7.42\|7.24\|1508754;2026-05-12\|7.26\|-0.41\|7.27\|7.42\|7.19\|1283153;2026-05-13\|7.52\|3.58\|7.20\|7.57\|7.12\|1622519;2026-05-14\|7.27\|-3.32\|7.52\|7.52\|7.27\|1300819;2026-05-15\|7.10\|-2.34\|7.29\|7.35\|7.02\|1252068;2026-05-18\|7.21\|1.55\|7.13\|7.32\|7.08\|1012177;2026-05-19\|7.15\|-0.83\|7.18\|7.24\|6.99\|1146966;2026-05-20\|7.02\|-1.82\|7.10\|7.19\|6.97\|930646;2026-05-21\|7.09\|1.00\|7.69\|7.99\|7.08\|2932794;2026-05-22\|7.19\|1.41\|7.21\|7.27\|6.86\|2087609;2026-05-25\|7.37\|2.50\|7.31\|7.45\|7.17\|1728314;2026-05-26\|7.34\|-0.41\|7.31\|7.49\|7.20\|1662379;2026-05-27\|7.89\|7.49\|7.38\|8.00\|7.35\|4071721;2026-05-28\|7.87\|-0.25\|7.80\|8.16\|7.59\|3016634;2026-05-29\|7.10\|-9.78\|7.75\|7.77\|7.04\|2993165;2026-06-01\|7.16\|0.85\|7.02\|7.58\|7.02\|2061714;2026-06-02\|7.23\|0.98\|7.05\|7.30\|7.00\|1582407;2026-06-03\|8.09\|12.67\|7.33\|8.50\|7.30\|5268374;2026-06-04\|8.42\|4.08\|7.81\|8.50\|7.81\|4193629;2026-06-05\|8.36\|-0.71\|8.23\|8.80\|8.10\|3952396;2026-06-08\|8.07\|-3.47\|8.15\|8.44\|8.03\|2714124;2026-06-09\|8.55\|5.95\|8.25\|8.63\|8.01\|3522490;2026-06-10\|8.12\|-5.03\|8.33\|8.35\|8.02\|2359953;2026-06-11\|7.79\|-4.06\|7.97\|8.03\|7.60\|2333664;2026-06-12\|7.46\|-4.24\|8.00\|8.20\|7.38\|3069808;2026-06-15\|7.84\|5.09\|7.58\|8.04\|7.57\|2514126;2026-06-16\|8.81\|12.37\|7.82\|9.03\|7.72\|4057047;2026-06-17\|10.57\|19.98\|9.56\|10.57\|9.56\|4203793;2026-06-18\|10.37\|-1.89\|10.50\|10.97\|9.77\|6447791;2026-06-22\|10.39\|0.19\|11.03\|11.23\|10.19\|4026745;2026-06-23\|9.90\|-4.72\|10.25\|10.44\|9.79\|2735897;2026-06-24\|9.81\|-0.91\|9.80\|9.89\|9.35\|3003725;2026-06-25\|10.29\|4.89\|10.11\|10.98\|9.99\|4367796;2026-06-26\|11.67\|13.41\|10.50\|12.35\|10.46\|6184972;2026-06-29\|11.10\|-4.88\|11.72\|12.26\|10.73\|4851981;2026-06-30\|11.60\|4.50\|11.48\|12.15\|11.30\|4537685;2026-07-01\|11.09\|-4.40\|11.55\|11.75\|10.84\|4165598;2026-07-02\|10.51\|-5.23\|10.32\|11.10\|9.88\|3094963;2026-07-03\|9.88\|-5.99\|10.42\|10.48\|9.82\|2483628;2026-07-06\|9.18\|-7.08\|9.95\|10.03\|9.14\|2467549;2026-07-07\|8.89\|-3.16\|9.12\|9.27\|8.76\|1665495;2026-07-08\|8.42\|-5.29\|8.99\|9.05\|8.38\|1805648;2026-07-09\|8.90\|5.70\|8.58\|8.92\|8.46\|2068145;2026-07-10\|8.50\|-4.49\|8.98\|9.30\|8.50\|2477990;2026-07-13\|7.63\|-10.24\|8.38\|8.50\|7.60\|2027226;2026-07-14\|7.90\|3.54\|7.77\|7.93\|7.44\|1650194;2026-07-15\|7.36\|-6.84\|7.98\|7.99\|7.30\|1555533;2026-07-16\|7.09\|-3.67\|7.25\|7.44\|7.01\|1466198;2026-07-17\|6.59\|-7.05\|7.10\|7.13\|6.52\|1662071;2026-07-20\|6.29\|-4.55\|6.81\|6.86\|6.13\|1651450;2026-07-21\|6.87\|9.22\|6.38\|6.87\|6.02\|2235785;2026-07-22\|6.57\|-4.37\|6.75\|6.93\|6.53\|1664417
62692	阿里百炼云等算力产品涨价	涨停揭秘：子公司辽宁智维云为超聚变金牌经销商，深度参与国产算力服务器分销与集成，同时医疗AI解决方案已覆盖数百家三甲医院；涨停缘由：国产算力替代加速，超聚变等信创服务器厂商出货量激增；阿里云涨价强化终端客户对国产算力性价比认知，带动渠道分销需求爆发；资金逻辑：资金偏好轻资产、高周转的算力渠道环节，关注具备头部厂商认证、客户资源深厚、业绩弹性大的标的，分时呈现脉冲式放量拉升；风险提示：分销业务毛利率较低且易受厂商政策调整影响；医疗AI项目实施周期长，回款效率有待提升	公司子公司辽宁智维云是超聚变的金牌经销商	2026-03-13\|15.57\|-2.26\|15.86\|15.92\|15.53\|140829;2026-03-16\|15.69\|0.77\|15.60\|15.78\|15.46\|125966;2026-03-17\|15.26\|-2.74\|15.66\|15.75\|15.24\|139289;2026-03-18\|15.59\|2.16\|15.51\|15.62\|15.26\|136135;2026-03-19\|15.13\|-2.95\|15.34\|15.45\|15.06\|139045;2026-03-20\|14.50\|-4.16\|15.19\|15.25\|14.50\|193533;2026-03-23\|13.64\|-5.93\|14.18\|14.40\|13.54\|266342;2026-03-24\|14.18\|3.96\|13.92\|14.18\|13.60\|194740;2026-03-25\|14.54\|2.54\|14.33\|14.75\|14.20\|181485;2026-03-26\|14.04\|-3.44\|14.50\|14.64\|13.98\|158616;2026-03-27\|14.21\|1.21\|13.91\|14.32\|13.85\|132917;2026-03-30\|14.36\|1.06\|14.00\|14.36\|13.90\|133261;2026-03-31\|14.13\|-1.60\|14.30\|14.60\|14.13\|140823;2026-04-01\|14.34\|1.49\|14.42\|14.50\|14.16\|121036;2026-04-02\|13.95\|-2.72\|14.34\|14.34\|13.86\|114674;2026-04-03\|13.54\|-2.94\|13.95\|14.08\|13.50\|107522;2026-04-07\|13.63\|0.66\|13.54\|13.75\|13.51\|79596;2026-04-08\|14.64\|7.41\|13.93\|14.67\|13.90\|257549;2026-04-09\|14.19\|-3.07\|14.41\|14.50\|14.14\|160220;2026-04-10\|14.45\|1.83\|14.32\|14.58\|14.27\|157518;2026-04-13\|14.45\|0.00\|14.41\|14.59\|14.30\|191945;2026-04-14\|14.48\|0.21\|14.45\|14.63\|14.29\|151712;2026-04-15\|14.25\|-1.59\|14.50\|14.58\|14.19\|122475;2026-04-16\|16.39\|15.02\|14.25\|17.10\|14.24\|947689;2026-04-17\|15.79\|-3.66\|16.23\|16.38\|15.69\|521338;2026-04-20\|15.53\|-1.65\|15.75\|15.85\|15.49\|292786;2026-04-21\|15.23\|-1.93\|15.50\|15.81\|15.14\|254410;2026-04-22\|15.30\|0.46\|15.17\|15.46\|15.01\|290591;2026-04-23\|14.83\|-3.07\|15.12\|15.23\|14.70\|229988;2026-04-24\|15.07\|1.62\|14.67\|15.25\|14.38\|297275;2026-04-27\|15.82\|4.98\|15.59\|16.18\|15.51\|498885;2026-04-28\|16.00\|1.14\|15.58\|16.46\|15.34\|484701;2026-04-29\|15.80\|-1.25\|15.81\|16.10\|15.53\|294405;2026-04-30\|15.82\|0.13\|15.73\|16.06\|15.68\|225452;2026-05-06\|16.03\|1.33\|15.63\|16.19\|15.63\|300492;2026-05-07\|16.29\|1.62\|16.03\|16.40\|15.95\|338414;2026-05-08\|16.60\|1.90\|16.14\|16.68\|16.02\|363742;2026-05-11\|16.39\|-1.27\|16.94\|16.99\|16.22\|350241;2026-05-12\|15.90\|-2.99\|16.23\|16.23\|15.82\|237818;2026-05-13\|16.03\|0.82\|15.77\|16.13\|15.66\|197921;2026-05-14\|15.32\|-4.43\|16.03\|16.16\|15.30\|216231;2026-05-15\|15.56\|1.57\|15.33\|15.97\|15.33\|222423;2026-05-18\|15.56\|0.00\|15.26\|16.00\|15.11\|201601;2026-05-19\|15.75\|1.22\|15.33\|15.84\|15.28\|193339;2026-05-20\|15.13\|-3.94\|15.76\|15.83\|15.06\|218687;2026-05-21\|14.32\|-5.35\|15.06\|15.23\|14.29\|242009;2026-05-22\|14.49\|1.19\|14.30\|14.57\|14.14\|131321;2026-05-25\|14.68\|1.31\|14.24\|15.39\|14.24\|287321;2026-05-26\|13.73\|-6.47\|14.21\|14.38\|13.56\|281236;2026-05-27\|12.74\|-7.21\|13.69\|13.69\|12.70\|292427;2026-05-28\|11.48\|-9.89\|12.19\|12.19\|11.30\|496747;2026-05-29\|11.16\|-2.79\|11.63\|11.85\|11.07\|320694;2026-06-01\|10.36\|-7.17\|9.71\|10.86\|9.63\|618371;2026-06-02\|10.55\|1.83\|10.49\|10.78\|10.12\|388731;2026-06-03\|10.26\|-2.75\|10.64\|10.64\|10.16\|245803;2026-06-04\|10.22\|-0.39\|10.38\|10.45\|10.16\|178041;2026-06-05\|10.28\|0.59\|10.28\|10.50\|10.00\|196755;2026-06-08\|9.72\|-5.45\|10.14\|10.18\|9.58\|249900;2026-06-09\|9.65\|-0.72\|9.91\|10.01\|9.64\|186659;2026-06-10\|9.31\|-3.52\|9.56\|9.80\|9.20\|214034;2026-06-11\|9.16\|-1.61\|9.20\|9.35\|8.98\|188770;2026-06-12\|9.75\|6.44\|9.33\|10.15\|9.28\|365613;2026-06-15\|9.93\|1.85\|9.87\|10.83\|9.82\|339366;2026-06-16\|9.84\|-0.91\|9.98\|9.98\|9.67\|211195;2026-06-17\|9.61\|-2.34\|9.90\|9.90\|9.58\|153566;2026-06-18\|9.50\|-1.14\|9.56\|9.74\|9.47\|158664;2026-06-22\|9.70\|2.11\|9.35\|9.72\|9.07\|275400;2026-06-23\|9.50\|-2.06\|9.59\|9.79\|9.44\|195494;2026-06-24\|9.06\|-4.63\|9.43\|9.48\|8.99\|196636;2026-06-25\|8.68\|-4.19\|9.01\|9.10\|8.61\|222352;2026-06-26\|8.31\|-4.26\|8.67\|8.67\|8.27\|246356;2026-06-30\|6.65\|-19.98\|6.65\|6.65\|6.65\|16705;2026-07-01\|5.32\|-20.00\|5.32\|5.32\|5.32\|42250;2026-07-02\|4.69\|-11.84\|4.92\|5.05\|4.68\|1064866;2026-07-03\|4.62\|-1.49\|4.60\|4.79\|4.53\|588156;2026-07-06\|4.43\|-4.11\|4.65\|4.72\|4.43\|510137;2026-07-07\|4.20\|-5.19\|4.40\|4.46\|4.18\|418807;2026-07-08\|4.40\|4.76\|4.18\|4.55\|4.15\|454033;2026-07-09\|4.26\|-3.18\|4.33\|4.49\|4.22\|379085;2026-07-10\|4.26\|0.24\|4.21\|4.37\|4.18\|309758;2026-07-13\|4.19\|-1.64\|4.23\|4.38\|4.17\|315733;2026-07-14\|4.27\|1.91\|4.17\|4.28\|4.02\|254127;2026-07-15\|4.31\|0.94\|4.21\|4.42\|4.21\|281352;2026-07-16\|4.42\|2.55\|4.24\|4.52\|4.21\|328812;2026-07-17\|4.15\|-6.11\|4.37\|4.47\|4.11\|330291;2026-07-20\|4.02\|-3.13\|4.15\|4.23\|3.95\|270487;2026-07-21\|3.93\|-2.24\|3.97\|4.02\|3.66\|304481;2026-07-22\|3.91\|-0.51\|3.87\|4.05\|3.87\|211510
62691	阿里百炼云等算力产品涨价	涨停揭秘：公司拥有云操作系统、端云协同引擎及算力资源智慧调度引擎，深度适配AI Agent开发与部署，直接受益OpenClaw引爆的Agent应用浪潮；涨停缘由：OpenClaw等AI Agent框架热度飙升，Token调用量指数级增长；阿里百炼MaaS平台Q1增速超预期，验证Agent商业化拐点已至；公司技术栈契合轻量化、分布式推理需求；资金逻辑：资金提前布局AI Agent基础设施层，聚焦具备底层调度能力、已接入主流MaaS平台的中间件服务商，龙虎榜显示量化资金大幅加仓；风险提示：Agent产业尚处早期，客户付费意愿与商业模式仍在探索；技术迭代快，需持续高研发投入维持竞争力	公司技术包括云操作系统（云OS）、端云协同引擎、算力资源智慧调度引擎及容器虚拟化等	2026-03-13\|34.90\|-3.30\|35.70\|36.08\|34.88\|67509;2026-03-16\|36.13\|3.52\|34.79\|36.72\|34.52\|127587;2026-03-17\|34.97\|-3.21\|36.00\|36.00\|34.93\|83986;2026-03-18\|38.65\|10.52\|35.01\|38.77\|35.01\|287183;2026-03-19\|38.40\|-0.65\|37.35\|39.41\|37.18\|221358;2026-03-20\|35.35\|-7.94\|38.78\|39.95\|35.34\|216897;2026-03-23\|32.88\|-6.99\|34.33\|35.10\|32.60\|133146;2026-03-24\|34.38\|4.56\|33.77\|34.45\|32.95\|106606;2026-03-25\|35.39\|2.94\|34.56\|36.20\|34.56\|110668;2026-03-26\|33.05\|-6.61\|35.35\|35.43\|32.91\|108035;2026-03-27\|33.37\|0.97\|32.55\|33.99\|31.90\|76077;2026-03-30\|33.24\|-0.39\|32.70\|33.33\|31.52\|73742;2026-03-31\|32.66\|-1.74\|33.04\|34.20\|32.63\|70216;2026-04-01\|33.21\|1.68\|33.38\|33.73\|32.98\|57529;2026-04-02\|31.84\|-4.13\|32.92\|32.99\|31.61\|77047;2026-04-03\|31.51\|-1.04\|32.06\|32.18\|31.31\|55871;2026-04-07\|31.86\|1.11\|31.70\|32.24\|31.29\|54905;2026-04-08\|34.22\|7.41\|32.80\|34.25\|32.64\|106114;2026-04-09\|34.32\|0.29\|33.58\|34.68\|33.24\|93289;2026-04-10\|34.17\|-0.44\|34.52\|35.15\|34.00\|82478;2026-04-13\|34.10\|-0.20\|33.86\|34.95\|33.82\|58621;2026-04-14\|34.85\|2.20\|34.50\|34.90\|34.36\|66207;2026-04-15\|35.00\|0.43\|34.96\|35.83\|34.44\|83697;2026-04-16\|40.49\|15.69\|36.88\|42.00\|36.88\|530870;2026-04-17\|40.34\|-0.37\|39.41\|41.90\|39.05\|323979;2026-04-20\|40.87\|1.31\|42.01\|42.38\|39.50\|188625;2026-04-21\|42.60\|4.23\|40.24\|43.30\|40.24\|251092;2026-04-22\|43.66\|2.49\|43.46\|44.77\|41.50\|272377;2026-04-23\|40.68\|-6.83\|43.10\|43.60\|40.15\|216463;2026-04-24\|40.14\|-1.33\|39.83\|40.95\|39.47\|133225;2026-04-27\|40.74\|1.49\|39.99\|41.47\|39.00\|147245;2026-04-28\|41.70\|2.36\|40.00\|43.28\|40.00\|214561;2026-04-29\|42.73\|2.47\|40.78\|43.58\|40.78\|167896;2026-04-30\|44.00\|2.97\|43.23\|45.32\|42.23\|209748;2026-05-06\|45.66\|3.77\|45.52\|46.80\|44.43\|187094;2026-05-07\|47.26\|3.50\|45.66\|47.48\|44.44\|176916;2026-05-08\|46.74\|-1.10\|46.93\|48.48\|46.50\|140306;2026-05-11\|49.50\|5.91\|47.19\|50.20\|46.50\|251166;2026-05-12\|48.88\|-1.25\|49.50\|50.40\|48.51\|151544;2026-05-13\|51.26\|4.87\|48.36\|52.00\|47.00\|192426;2026-05-14\|48.78\|-4.84\|52.01\|53.98\|48.68\|156559;2026-05-15\|49.03\|0.51\|49.46\|50.65\|48.41\|143135;2026-05-18\|49.12\|0.18\|49.03\|50.38\|48.29\|93900;2026-05-19\|50.05\|1.89\|48.98\|50.77\|47.18\|169627;2026-05-20\|51.06\|2.02\|50.07\|53.80\|49.51\|153770;2026-05-21\|47.44\|-7.09\|51.32\|52.71\|47.32\|119677;2026-05-22\|50.39\|6.22\|47.90\|51.32\|47.27\|103087;2026-05-25\|51.61\|2.42\|49.80\|52.68\|49.80\|128296;2026-05-26\|49.74\|-3.62\|50.80\|51.35\|48.91\|118002;2026-05-27\|45.95\|-7.62\|49.77\|49.96\|45.66\|155853;2026-05-28\|44.99\|-2.09\|46.10\|46.68\|44.20\|111654;2026-05-29\|41.42\|-7.94\|45.01\|46.11\|40.85\|137280;2026-06-01\|42.14\|1.74\|42.10\|43.42\|41.25\|121949;2026-06-02\|40.28\|-4.41\|41.91\|42.06\|39.54\|100430;2026-06-03\|40.70\|1.04\|40.18\|42.42\|39.80\|110117;2026-06-04\|40.19\|-1.25\|40.21\|41.30\|39.70\|71980;2026-06-05\|39.49\|-1.74\|40.00\|40.58\|38.73\|80456;2026-06-08\|37.48\|-5.09\|38.47\|39.30\|37.06\|101522;2026-06-09\|38.60\|2.99\|37.77\|38.74\|36.90\|96099;2026-06-10\|37.59\|-2.62\|38.01\|38.86\|36.91\|75064;2026-06-11\|36.37\|-3.25\|37.10\|37.50\|35.86\|78556;2026-06-12\|36.35\|-0.06\|37.00\|37.95\|36.13\|94558;2026-06-15\|37.34\|2.72\|36.62\|37.45\|36.41\|94630;2026-06-16\|37.01\|-0.88\|36.90\|37.30\|36.05\|131281;2026-06-17\|40.74\|10.08\|36.51\|41.47\|36.51\|225984;2026-06-18\|40.88\|0.34\|40.80\|42.21\|40.16\|142513;2026-06-22\|43.99\|7.61\|41.16\|44.80\|41.03\|232324;2026-06-23\|40.00\|-9.07\|43.92\|43.99\|38.50\|279941;2026-06-24\|42.38\|5.95\|39.39\|42.77\|38.80\|198963;2026-06-25\|42.12\|-0.61\|42.00\|44.28\|41.90\|151021;2026-06-26\|42.61\|1.16\|41.98\|43.78\|39.89\|192338;2026-06-29\|43.60\|2.32\|42.76\|45.16\|42.00\|206048;2026-06-30\|46.00\|5.50\|43.99\|46.04\|43.62\|203776;2026-07-01\|45.50\|-1.09\|46.20\|48.00\|44.30\|241439;2026-07-02\|45.53\|0.07\|44.00\|48.16\|44.00\|235937;2026-07-03\|46.99\|3.21\|46.00\|49.56\|45.05\|232922;2026-07-06\|44.94\|-4.36\|47.99\|47.99\|43.66\|197666;2026-07-07\|42.63\|-5.14\|45.00\|46.11\|42.33\|143653;2026-07-08\|42.05\|-1.36\|43.00\|43.96\|41.14\|120233;2026-07-09\|42.38\|0.90\|41.95\|42.91\|41.00\|108320;2026-07-10\|41.00\|-3.26\|42.81\|43.16\|40.80\|164364;2026-07-13\|36.80\|-10.24\|40.20\|40.97\|35.77\|187341;2026-07-14\|35.60\|-3.26\|36.31\|36.99\|33.45\|139424;2026-07-15\|34.98\|-1.74\|35.56\|35.85\|34.39\|77028;2026-07-16\|36.27\|3.69\|34.91\|37.30\|34.00\|134187;2026-07-17\|32.16\|-11.33\|36.00\|36.47\|32.00\|140219;2026-07-20\|30.18\|-6.16\|32.96\|33.41\|29.30\|140902;2026-07-21\|31.51\|4.41\|30.35\|31.65\|27.00\|178246;2026-07-22\|31.68\|0.54\|31.51\|32.74\|31.00\|133680
62690	阿里百炼云等算力产品涨价	算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	企业微信支持openclaw接入；2025年3月公司与深圳X公司签署1.61亿元算力合同	2026-03-13\|153.00\|2.01\|144.00\|158.00\|144.00\|224268;2026-03-16\|160.01\|4.58\|147.70\|162.18\|142.00\|199726;2026-03-17\|154.56\|-3.41\|161.43\|161.90\|153.68\|121391;2026-03-18\|157.33\|1.79\|155.00\|161.89\|149.10\|133647;2026-03-19\|178.53\|13.47\|157.46\|186.56\|157.46\|167656;2026-03-20\|157.11\|-12.00\|174.67\|178.00\|157.01\|214664;2026-03-23\|150.84\|-3.99\|155.00\|160.80\|149.45\|158947;2026-03-24\|154.00\|2.09\|152.00\|155.40\|145.00\|161667;2026-03-25\|163.65\|6.27\|154.99\|167.96\|154.26\|163980;2026-03-26\|165.59\|1.19\|160.00\|173.99\|158.68\|135746;2026-03-27\|160.47\|-3.09\|158.02\|165.49\|157.00\|119776;2026-03-30\|160.00\|-0.29\|156.80\|166.00\|155.55\|102693;2026-03-31\|153.29\|-4.19\|161.48\|162.16\|153.27\|84127;2026-04-01\|179.27\|16.95\|163.39\|183.90\|160.15\|148648;2026-04-02\|172.19\|-3.95\|176.65\|177.99\|166.66\|103620;2026-04-03\|166.50\|-3.30\|170.69\|174.80\|166.29\|117478;2026-04-07\|162.32\|-2.51\|165.62\|173.00\|160.58\|95593;2026-04-08\|191.25\|17.82\|170.00\|194.58\|168.00\|180991;2026-04-09\|203.30\|6.30\|188.04\|207.50\|184.02\|160229;2026-04-10\|198.00\|-2.61\|208.38\|211.60\|195.00\|126806;2026-04-13\|194.70\|-1.67\|202.01\|218.00\|193.19\|138405;2026-04-14\|222.68\|14.37\|214.97\|233.64\|209.89\|186889;2026-04-15\|241.18\|8.31\|222.00\|252.88\|222.00\|164370;2026-04-16\|289.42\|20.00\|248.01\|289.42\|248.01\|150511;2026-04-17\|282.68\|-2.33\|285.02\|287.98\|273.88\|135371;2026-04-20\|289.00\|2.24\|277.50\|289.02\|272.22\|154004;2026-04-21\|279.33\|-3.35\|283.80\|283.80\|260.00\|136377;2026-04-22\|324.28\|16.09\|281.00\|331.99\|273.06\|179577;2026-04-23\|333.33\|2.79\|318.00\|348.60\|318.00\|128653;2026-04-24\|332.45\|-0.26\|328.89\|339.77\|317.00\|126815;2026-04-27\|313.22\|-5.78\|330.00\|330.00\|312.00\|96161;2026-04-28\|335.99\|7.27\|320.00\|346.40\|304.50\|145756;2026-04-29\|327.45\|-2.54\|296.00\|333.99\|296.00\|131130;2026-04-30\|316.74\|-3.27\|322.99\|332.00\|315.00\|79531;2026-05-06\|339.13\|7.07\|329.00\|348.68\|315.00\|106211;2026-05-07\|356.99\|5.27\|342.01\|372.60\|342.01\|102246;2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440
62689	阿里百炼云等算力产品涨价	涨停揭秘：实控人浦东国资委联合埃迪希、智谱寰宇成立上海浦算云智，定位区域算力运营平台，公司作为唯一上市载体承担基建与资源整合职能；涨停缘由：上海打造国际AI中心战略加速落地，浦东新区明确建设‘算力一张网’；阿里云等涨价凸显区域自主可控算力必要性，地方国资平台建设提速；资金逻辑：资金聚焦地方算力基建核心平台，偏好股权结构清晰、资源整合能力强、具备唯一上市平台属性的标的，早盘快速封板显示一致性预期强；风险提示：浦算云智尚处初期建设阶段，盈利模式与收入来源尚未明确；项目投入大，短期拖累公司整体ROE	公司实控人为上海浦东国资委，与上海埃迪希、上海智谱寰宇合资成立上海浦算云智，拟开展算力服务业	2026-03-13\|7.90\|2.60\|7.64\|8.07\|7.64\|274051;2026-03-16\|7.76\|-1.77\|7.88\|7.95\|7.75\|219155;2026-03-17\|7.62\|-1.80\|7.79\|7.81\|7.61\|123070;2026-03-18\|7.55\|-0.92\|7.62\|7.65\|7.48\|99800;2026-03-19\|7.33\|-2.91\|7.50\|7.52\|7.30\|87886;2026-03-20\|7.11\|-3.00\|7.40\|7.51\|7.10\|141989;2026-03-23\|6.59\|-7.31\|7.01\|7.06\|6.56\|202211;2026-03-24\|6.78\|2.88\|6.75\|6.79\|6.62\|126863;2026-03-25\|6.93\|2.21\|6.81\|6.97\|6.77\|103303;2026-03-26\|6.83\|-1.44\|6.88\|6.99\|6.79\|99082;2026-03-27\|6.90\|1.02\|6.80\|6.99\|6.74\|135979;2026-03-30\|7.27\|5.36\|6.85\|7.31\|6.82\|220719;2026-03-31\|7.16\|-1.51\|7.26\|7.41\|7.14\|138182;2026-04-01\|7.24\|1.12\|7.24\|7.27\|7.13\|88261;2026-04-02\|7.12\|-1.66\|7.20\|7.26\|7.08\|87568;2026-04-03\|6.89\|-3.23\|7.12\|7.12\|6.84\|109371;2026-04-07\|6.92\|0.44\|6.93\|6.93\|6.79\|51182;2026-04-08\|7.14\|3.18\|7.01\|7.14\|6.99\|79622;2026-04-09\|7.04\|-1.40\|7.13\|7.13\|7.00\|59516;2026-04-10\|7.05\|0.14\|7.05\|7.16\|7.02\|76068;2026-04-13\|6.96\|-1.28\|7.04\|7.04\|6.94\|85579;2026-04-14\|6.93\|-0.43\|6.96\|7.03\|6.86\|111586;2026-04-15\|6.82\|-1.59\|6.96\|6.96\|6.81\|110065;2026-04-16\|7.50\|9.97\|6.81\|7.50\|6.79\|440139;2026-04-17\|7.51\|0.13\|7.30\|7.52\|7.25\|362775;2026-04-20\|7.58\|0.93\|7.50\|7.73\|7.38\|240626;2026-04-21\|7.57\|-0.13\|7.52\|7.68\|7.51\|144287;2026-04-22\|7.39\|-2.38\|7.57\|7.57\|7.36\|165971;2026-04-23\|7.43\|0.54\|7.38\|7.60\|7.30\|196084;2026-04-24\|7.17\|-3.50\|7.36\|7.42\|7.12\|182608;2026-04-27\|7.15\|-0.28\|7.11\|7.25\|7.05\|106060;2026-04-28\|7.19\|0.56\|7.11\|7.29\|7.11\|115734;2026-04-29\|7.20\|0.14\|7.13\|7.30\|7.13\|119673;2026-04-30\|7.05\|-2.08\|7.16\|7.32\|7.02\|212795;2026-05-06\|6.98\|-0.99\|7.06\|7.10\|6.93\|220943;2026-05-07\|7.68\|10.03\|7.01\|7.68\|6.98\|464627;2026-05-08\|7.83\|1.95\|7.80\|8.02\|7.72\|511745;2026-05-11\|7.79\|-0.51\|7.89\|7.93\|7.74\|319956;2026-05-12\|7.61\|-2.31\|7.79\|7.96\|7.60\|359997;2026-05-13\|7.63\|0.26\|7.64\|7.83\|7.48\|401648;2026-05-14\|7.21\|-5.50\|7.71\|7.76\|7.21\|293717;2026-05-15\|7.21\|0.00\|7.20\|7.42\|7.08\|270403;2026-05-18\|7.53\|4.44\|7.32\|7.66\|7.28\|458410;2026-05-19\|7.35\|-2.39\|7.43\|7.60\|7.22\|254870;2026-05-20\|7.34\|-0.14\|7.30\|7.47\|7.22\|223906;2026-05-21\|7.06\|-3.81\|7.39\|7.51\|7.06\|328254;2026-05-22\|6.95\|-0.57\|7.00\|7.02\|6.78\|231116;2026-05-25\|6.99\|0.58\|6.94\|7.13\|6.90\|184817;2026-05-26\|6.62\|-5.29\|6.96\|6.96\|6.58\|260728;2026-05-27\|6.00\|-9.37\|6.59\|6.62\|5.96\|499851;2026-05-28\|5.99\|-0.17\|5.97\|6.13\|5.83\|230790;2026-05-29\|5.99\|0.00\|5.99\|6.16\|5.95\|223116;2026-06-01\|6.11\|2.00\|6.05\|6.27\|6.01\|203146;2026-06-02\|5.92\|-3.11\|6.13\|6.13\|5.91\|156815;2026-06-03\|5.77\|-2.53\|5.91\|5.96\|5.72\|130645;2026-06-04\|5.67\|-1.73\|5.77\|5.80\|5.61\|122876;2026-06-05\|5.71\|0.71\|5.66\|5.80\|5.62\|122186;2026-06-08\|5.46\|-4.38\|5.80\|5.81\|5.39\|169328;2026-06-09\|5.46\|0.00\|5.56\|5.57\|5.39\|109946;2026-06-10\|5.32\|-2.56\|5.40\|5.45\|5.26\|137830;2026-06-11\|5.20\|-2.26\|5.25\|5.31\|5.13\|160088;2026-06-12\|5.30\|1.92\|5.28\|5.39\|5.20\|155678;2026-06-15\|5.31\|0.19\|5.39\|5.47\|5.28\|122457;2026-06-16\|5.28\|-0.56\|5.31\|5.32\|5.20\|113566;2026-06-17\|5.17\|-2.08\|5.30\|5.30\|5.08\|142004;2026-06-18\|5.23\|1.16\|5.20\|5.29\|5.12\|133422;2026-06-22\|5.54\|5.93\|5.23\|5.71\|5.07\|406029;2026-06-23\|5.29\|-4.51\|5.37\|5.48\|5.27\|230726;2026-06-24\|5.13\|-3.02\|5.26\|5.27\|5.12\|125565;2026-06-25\|5.04\|-1.75\|5.11\|5.13\|4.99\|145396;2026-06-26\|4.80\|-4.76\|5.13\|5.13\|4.80\|209689;2026-06-29\|4.91\|2.29\|4.86\|4.96\|4.78\|166718;2026-06-30\|4.86\|-1.02\|4.89\|5.00\|4.80\|129530;2026-07-01\|4.97\|2.26\|4.87\|5.08\|4.83\|182838;2026-07-02\|4.96\|-0.20\|4.95\|5.05\|4.94\|118892;2026-07-03\|5.02\|1.21\|4.98\|5.11\|4.96\|121911;2026-07-06\|5.00\|-0.40\|5.03\|5.05\|4.96\|98719;2026-07-07\|4.79\|-4.20\|4.97\|4.97\|4.78\|162119;2026-07-08\|4.80\|0.21\|4.75\|4.83\|4.72\|96027;2026-07-09\|4.81\|0.21\|4.80\|4.85\|4.69\|146049;2026-07-10\|4.92\|2.29\|4.79\|5.01\|4.75\|177622;2026-07-13\|4.81\|-2.24\|4.90\|4.99\|4.79\|128981;2026-07-14\|4.81\|0.00\|4.80\|4.83\|4.73\|133546;2026-07-15\|4.91\|2.08\|4.82\|4.95\|4.80\|178188;2026-07-16\|5.06\|3.06\|5.00\|5.10\|4.90\|204752;2026-07-17\|5.01\|-0.99\|5.06\|5.25\|4.99\|235995;2026-07-20\|4.92\|-1.80\|5.03\|5.08\|4.87\|197296;2026-07-21\|4.89\|-0.61\|4.90\|4.96\|4.80\|193505;2026-07-22\|4.81\|-1.64\|4.89\|4.89\|4.77\|152625

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股票代码

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涨停原因

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eastmoney_rank

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yuanbaoreason